{"unit_id": "quote:1911072345067782409", "ticker_idx": 0, "ts": "2025-04-12T15:02:07+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "So if you sold on Friday, you're f**", "tweet_type": "news_reaction", "timeline": "days", "summary": "Implies semi stocks will recover after tariff exemption; sellers on Friday caught offside.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductor sector best proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Friday: China tariff & Industry Association change of origin tanked semi stocks.\n\nSaturday: US exempted them.\n\nSo if you sold on Friday, you're f**", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: TRUMP EXEMPTS SMARTPHONES, COMPUTERS AND CHIPS FROM TARIFFS — INCLUDING FROM CHINA 👀 $SPY\n\nBullish for tech ! https://t.co/kG8t3XS5WV", "parent_author": null, "ret_m1d": -0.0014880355865228845, "ret_signed_m1d": -0.0014880355865228845, "alpha_spy_m1d": 0.008120371290181727, "alpha_c_m1d": 0.008120371290181727, "bench_spy_m1d": -0.009608406876704612, "bench_c_m1d": -0.009608406876704612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0064977047810279576, "ret_signed_p1d": 0.0064977047810279576, "alpha_spy_p1d": 0.009298726503010002, "alpha_c_p1d": 0.009298726503010002, "bench_spy_p1d": -0.0028010217219820444, "bench_c_p1d": -0.0028010217219820444, "ret_p1w": -0.06834980193942664, "ret_signed_p1w": -0.06834980193942664, "alpha_spy_p1w": -0.021532683584376544, "alpha_c_p1w": -0.021532683584376544, "bench_spy_p1w": -0.04681711835505009, "bench_c_p1w": -0.04681711835505009, "ret_p1m": 0.21799508766048015, "ret_signed_p1m": 0.21799508766048015, "alpha_spy_p1m": 0.12948036737173996, "alpha_c_p1m": 0.12948036737173996, "bench_spy_p1m": 0.08851472028874019, "bench_c_p1m": 0.08851472028874019, "ret_p3m": 0.42611964049060225, "ret_signed_p3m": 0.42611964049060225, "alpha_spy_p3m": 0.2618702202864851, "alpha_c_p3m": 0.2618702202864851, "bench_spy_p3m": 0.16424942020411715, "bench_c_p3m": 0.16424942020411715, "ret_p6m": 0.6717920382200422, "ret_signed_p6m": 0.6717920382200422, "alpha_spy_p6m": 0.42353814198367257, "alpha_c_p6m": 0.42353814198367257, "bench_spy_p6m": 0.24825389623636962, "bench_c_p6m": 0.24825389623636962, "ret_p1y": 0.950248744887535, "ret_signed_p1y": 0.950248744887535, "alpha_spy_p1y": 0.7209280931098252, "alpha_c_p1y": 0.7209280931098252, "bench_spy_p1y": 0.22932065177770977, "bench_c_p1y": 0.22932065177770977, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.06834980193942664, "alpha_spy_stated": -0.021532683584376544, "alpha_c_stated": -0.021532683584376544, "price_path": [0.246, 0.2514, 0.2809, 0.2809, 0.3015, 0.3252, 0.3236, 0.2972, 0.1696, 0.1926, 0.1881, 0.2161, 0.2084, 0.1844, 0.1977, 0.2258, 0.2318, 0.2152, 0.2381, 0.2394, 0.2326, 0.2495, 0.2528, 0.2528, 0.2709, 0.2764, 0.2787, 0.24, 0.2074, 0.1817, 0.2094, 0.1348, 0.1546, 0.1061, 0.1172, 0.1378, 0.0901, 0.1165, 0.0641, 0.0625, 0.0938, 0.089, 0.1238, 0.1357, 0.1181, 0.128, 0.1262, 0.1149, 0.1439, 0.1391, 0.1012, 0.0801, 0.0524, 0.0489, 0.054, 0.0619, -0.03, -0.1032, -0.0829, -0.1074, 0.0457, -0.0268, -0.0015, 0.0, 0.0065, -0.036, -0.045, -0.045, -0.0683, -0.0482, -0.0134, 0.0365, 0.0514, 0.0448, 0.0431, 0.048, 0.053, 0.0864, 0.0794, 0.0693, 0.0913, 0.1009, 0.1081, 0.1776, 0.218, 0.23, 0.2258, 0.2223, 0.2202, 0.2179, 0.1977, 0.1944, 0.1777, 0.1777, 0.2151, 0.2021, 0.2107, 0.1892, 0.2068, 0.234, 0.2487, 0.2465, 0.2536, 0.2745, 0.2999, 0.2989, 0.3052, 0.2747, 0.3064, 0.2975, 0.3025, 0.3025, 0.291, 0.2991, 0.3469, 0.365, 0.3749, 0.381, 0.3833, 0.3682, 0.395, 0.4068, 0.4068, 0.3876, 0.4061, 0.4157, 0.4261, 0.426, 0.4152, 0.4424, 0.4348, 0.4469, 0.44, 0.441, 0.4155, 0.4216, 0.4275, 0.426, 0.4454, 0.4528, 0.4695, 0.4324, 0.4084, 0.4394, 0.424, 0.4217, 0.444, 0.4559, 0.4553, 0.4885, 0.4944, 0.4975, 0.4664, 0.4724, 0.4427, 0.4333, 0.4258, 0.4565, 0.4579, 0.4719, 0.4764, 0.4825, 0.4399, 0.4399, 0.421, 0.4207, 0.4377, 0.4547, 0.4708, 0.4772, 0.4921, 0.5075, 0.5094, 0.5236, 0.5238, 0.5141, 0.5722, 0.5659, 0.598, 0.5957, 0.5927, 0.5925, 0.5963, 0.6004, 0.6188, 0.6551, 0.6777, 0.67, 0.7032, 0.6718]}
{"unit_id": "orig:1940427881618014598", "ticker_idx": 0, "ts": "2025-07-02T15:10:33+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My tax lots, eg when i bought it. I go heavy at first then buying as i have more funds. $hood.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holding a long position in HOOD across multiple tax lots, still within short-term capital gains window.", "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": "My tax lots, eg when i bought it. I go heavy at first then buying as i have more funds. $hood. Still under 1 year short term tax. https://t.co/yo2yv48TqK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.057664843154744405, "ret_signed_m1d": -0.057664843154744405, "alpha_spy_m1d": -0.0531520353323055, "alpha_c_m1d": -0.058425045648659246, "bench_spy_m1d": -0.004512807822438902, "bench_c_m1d": 0.0007602024939148411, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036538086429871, "ret_signed_p1d": -0.036538086429871, "alpha_spy_p1d": -0.044419486673414665, "alpha_c_p1d": -0.047370493436661665, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.010832407006790667, "ret_p1w": -0.03510922967490204, "ret_signed_p1w": -0.03510922967490204, "alpha_spy_p1w": -0.04092758090467008, "alpha_c_p1w": -0.03092833681906071, "bench_spy_p1w": 0.005818351229768037, "bench_c_p1w": -0.004180892855841334, "ret_p1m": 0.051745249245956915, "ret_signed_p1m": 0.051745249245956915, "alpha_spy_p1m": 0.03300066559504855, "alpha_c_p1m": 0.05649633078234928, "bench_spy_p1m": 0.018744583650908364, "bench_c_p1m": -0.004751081536392365, "ret_p3m": 0.39538677828620505, "ret_signed_p3m": 0.39538677828620505, "alpha_spy_p3m": 0.32274590944637116, "alpha_c_p3m": 0.3633040391601523, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.03208273912605275, "ret_p6m": 0.22923043799715548, "ret_signed_p6m": 0.22923043799715548, "alpha_spy_p6m": 0.11013993407987877, "alpha_c_p6m": 0.16292710188907567, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.06630333610807981, "ret_p1y": 0.10379667095842815, "ret_signed_p1y": 0.10379667095842815, "alpha_spy_p1y": -0.1130847632017924, "alpha_c_p1y": 0.07355274431450876, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.030243926643919394, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.051745249245956915, "alpha_spy_stated": 0.03300066559504855, "alpha_c_stated": 0.05649633078234928, "price_path": [-0.6478, -0.6386, -0.6513, -0.5692, -0.5865, -0.5542, -0.5495, -0.5501, -0.585, -0.5797, -0.5797, -0.5933, -0.5704, -0.5442, -0.5086, -0.4953, -0.5006, -0.4961, -0.4988, -0.5242, -0.5041, -0.5096, -0.5031, -0.4898, -0.4482, -0.4422, -0.4139, -0.3614, -0.3734, -0.3807, -0.3697, -0.344, -0.3375, -0.3482, -0.3389, -0.3553, -0.3553, -0.3262, -0.3352, -0.3473, -0.3249, -0.3062, -0.268, -0.2624, -0.26, -0.2358, -0.2509, -0.26, -0.2358, -0.2464, -0.259, -0.2167, -0.235, -0.2003, -0.2003, -0.1988, -0.2208, -0.163, -0.1554, -0.1374, -0.1526, -0.0444, -0.0577, 0.0, -0.0365, -0.0365, -0.0461, -0.0685, -0.0351, 0.0073, 0.0037, 0.0202, 0.0159, 0.0538, 0.0762, 0.12, 0.0649, 0.0395, 0.0418, 0.0403, 0.0701, 0.0897, 0.0545, 0.0829, 0.0517, 0.0196, 0.0856, 0.0763, 0.0783, 0.1352, 0.1699, 0.1596, 0.1644, 0.1086, 0.1299, 0.1652, 0.1739, 0.0972, 0.0751, 0.0849, 0.1157, 0.1017, 0.1104, 0.0504, 0.0583, 0.0617, 0.0617, 0.0292, 0.029, 0.0503, 0.0334, 0.197, 0.2094, 0.1988, 0.2018, 0.174, 0.172, 0.198, 0.2109, 0.234, 0.2735, 0.2746, 0.288, 0.2941, 0.2518, 0.2429, 0.3954, 0.4613, 0.4201, 0.487, 0.5174, 0.4723, 0.4799, 0.5398, 0.556, 0.4182, 0.4358, 0.3773, 0.3692, 0.3415, 0.3259, 0.386, 0.3456, 0.2984, 0.371, 0.4267, 0.4887, 0.4927, 0.4779, 0.4092, 0.4981, 0.5011, 0.3962, 0.4542, 0.297, 0.3305, 0.3868, 0.3465, 0.3572, 0.2404, 0.2503, 0.1836, 0.1666, 0.206, 0.084, 0.0951, 0.1734, 0.1795, 0.3084, 0.3084, 0.3114, 0.2578, 0.2855, 0.364, 0.3991, 0.3467, 0.3924, 0.3851, 0.3846, 0.2592, 0.2196, 0.1764, 0.2186, 0.1819, 0.1958, 0.2385, 0.2489, 0.2272, 0.2292, 0.2292]}
{"unit_id": "reply:1887156333981409571", "ticker_idx": 0, "ts": "2025-02-05T15:08:26+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's good long term. will share thesis and DD later this week", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long TEM via sold puts; calls it good long term, thesis/DD forthcoming.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jrouldz you're smarter, you got the calls. the price was too high so i decided to acquire share via sell puts.  It's good long term. will share thesis and DD later this week", "reply_text": null, "parent_text": "@DeepValueBagger Was gonna sell these $TEM contracts for profit but now I want to ultimately execute assuming they end up deep in the money 🤤\n\nI didn’t think to sell puts on the Nancy news - would’ve been free money basically! https://t.co/Y36fNnaR8n", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.1059555044625562, "ret_signed_m1d": -0.1059555044625562, "alpha_spy_m1d": -0.10191745336726743, "alpha_c_m1d": -0.10191745336726743, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.004038051095288764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06056667278003425, "ret_signed_p1d": -0.06056667278003425, "alpha_spy_p1d": -0.06404240507107595, "alpha_c_p1d": -0.06404240507107595, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.0034757322910417, "ret_p1w": 0.06793866619700717, "ret_signed_p1w": 0.06793866619700717, "alpha_spy_p1w": 0.06936198108742075, "alpha_c_p1w": 0.06936198108742075, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.001423314890413585, "ret_p1m": -0.29372650484512874, "ret_signed_p1m": -0.29372650484512874, "alpha_spy_p1m": -0.2415767527616569, "alpha_c_p1m": -0.2415767527616569, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.052149752083471834, "ret_p3m": -0.21841573494790933, "ret_signed_p3m": -0.21841573494790933, "alpha_spy_p3m": -0.15384524099609864, "alpha_c_p3m": -0.15384524099609864, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.06457049395181069, "ret_p6m": -0.1819890155687952, "ret_signed_p6m": -0.1819890155687952, "alpha_spy_p6m": -0.23434713281488595, "alpha_c_p6m": -0.23434713281488595, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.05235811724609074, "ret_p1y": -0.055796481545588694, "ret_signed_p1y": -0.055796481545588694, "alpha_spy_p1y": -0.20988570437127296, "alpha_c_p1y": -0.20988570437127296, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.15408922282568427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29372650484512874, "alpha_spy_stated": -0.2415767527616569, "alpha_c_stated": -0.2415767527616569, "price_path": [0.0663, 0.122, -0.0165, -0.0159, -0.1814, -0.2426, -0.2186, -0.2199, -0.1594, -0.2414, -0.1529, -0.0765, -0.1491, -0.0896, -0.0896, -0.0953, -0.0902, -0.1863, -0.1618, -0.2316, -0.2709, -0.3278, -0.3495, -0.3757, -0.393, -0.4073, -0.4235, -0.437, -0.5043, -0.5225, -0.4863, -0.4954, -0.4971, -0.4971, -0.4899, -0.4923, -0.5104, -0.512, -0.512, -0.5049, -0.4471, -0.4108, -0.4381, -0.4581, -0.4581, -0.4576, -0.5325, -0.5399, -0.4952, -0.4977, -0.4919, -0.4919, -0.3114, -0.2707, -0.2073, -0.257, -0.2504, -0.2625, -0.2661, -0.1733, -0.1704, -0.1104, -0.106, 0.0, -0.0606, -0.0032, -0.0119, 0.0293, 0.0679, 0.2106, 0.2929, 0.2929, 0.1846, 0.2389, 0.109, -0.0158, 0.0056, -0.1457, -0.1, -0.2006, -0.1879, -0.2638, -0.2378, -0.233, -0.2937, -0.2903, -0.3471, -0.3411, -0.3423, -0.3905, -0.3182, -0.2791, -0.3388, -0.3057, -0.3056, -0.2577, -0.1472, -0.1534, -0.2303, -0.2488, -0.3086, -0.3027, -0.3174, -0.2788, -0.3326, -0.3845, -0.3828, -0.4618, -0.367, -0.4176, -0.3912, -0.3766, -0.3794, -0.4094, -0.4153, -0.4153, -0.4076, -0.3751, -0.2838, -0.2267, -0.2353, -0.2228, -0.2152, -0.2531, -0.2505, -0.1752, -0.2184, -0.2456, -0.1506, -0.0572, -0.1129, -0.0938, -0.0039, -0.0636, -0.0951, -0.0533, -0.0786, -0.0976, -0.1596, -0.1435, -0.0957, -0.0957, -0.0478, -0.231, -0.2132, -0.2024, -0.0825, -0.1044, -0.0925, -0.1521, -0.1028, -0.0324, 0.0029, 0.0231, 0.0296, 0.0304, 0.0408, 0.0134, -0.0012, -0.0012, -0.0126, -0.051, -0.013, -0.0536, -0.0121, -0.0385, -0.0815, -0.1407, -0.1446, -0.1187, -0.1187, -0.1615, -0.1542, -0.1557, -0.1385, -0.1778, -0.1642, -0.1921, -0.1331, -0.1233, -0.1185, -0.1615, -0.1171, -0.0624, -0.0844, -0.0678, -0.1038, -0.1574, -0.1644, -0.182]}
{"unit_id": "reply:1938637713684734270", "ticker_idx": 0, "ts": "2025-06-27T16:37:03+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my thesis (jan 2025) on $RKLB is mostly based on evolution of tech through the lens of amazon/internet", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long RKLB based on a thesis framing its tech evolution analogously to Amazon/internet.", "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": "reply_other", "lang": "en", "tweet_text": "@futurist_lens my thesis (jan 2025) on $RKLB is mostly based on evolution of tech through the lens of amazon/internet: https://t.co/lvbT46bZv0", "reply_text": null, "parent_text": "I once asked a friend why he was spending so much time reading on AI, space, crypto and Biotech.\n\nHe said, “By the time everyone’s talking about it, the investing opportunity is gone”\n\nThat one conversation changed how i invest.\n\nNow I study what’s next, not what’s trending.", "quoted_text": null, "parent_author": "futurist_lens", "ret_m1d": 0.021481014657688036, "ret_signed_m1d": 0.021481014657688036, "alpha_spy_m1d": 0.02642477475751659, "alpha_c_m1d": 0.03135906103706254, "bench_spy_m1d": -0.004943760099828554, "bench_c_m1d": -0.009878046379374505, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011023159352018919, "ret_signed_p1d": 0.011023159352018919, "alpha_spy_p1d": 0.006241980023220517, "alpha_c_p1d": 0.006050022377909414, "bench_spy_p1d": 0.004781179328798402, "bench_c_p1d": 0.004973136974109504, "ret_p1w": 0.007914041007455186, "ret_signed_p1w": 0.007914041007455186, "alpha_spy_p1w": -0.00904785026053223, "alpha_c_p1w": -0.01000275020786634, "bench_spy_p1w": 0.016961891267987417, "bench_c_p1w": 0.017916791215321526, "ret_p1m": 0.27501411103701434, "ret_signed_p1m": 0.27501411103701434, "alpha_spy_p1m": 0.23918763168748192, "alpha_c_p1m": 0.22242192143007355, "bench_spy_p1m": 0.035826479349532425, "bench_c_p1m": 0.05259218960694079, "ret_p3m": 0.37620116327777153, "ret_signed_p3m": 0.37620116327777153, "alpha_spy_p3m": 0.2981038841773691, "alpha_c_p3m": 0.334720064893933, "bench_spy_p3m": 0.07809727910040243, "bench_c_p3m": 0.04148109838383851, "ret_p6m": 1.1919163569965674, "ret_signed_p6m": 1.1919163569965674, "alpha_spy_p6m": 1.0718209521915227, "alpha_c_p6m": 1.1139208745460563, "bench_spy_p6m": 0.12009540480504466, "bench_c_p6m": 0.07799548245051113, "ret_p1y": 1.9573203531559935, "ret_signed_p1y": 1.9573203531559935, "alpha_spy_p1y": 1.7267426836048227, "alpha_c_p1y": 1.7193561753671627, "bench_spy_p1y": 0.23057766955117076, "bench_c_p1y": 0.23796417778883083, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27501411103701434, "alpha_spy_stated": 0.23918763168748192, "alpha_c_stated": 0.22242192143007355, "price_path": [-0.487, -0.4534, -0.4943, -0.5373, -0.5048, -0.5144, -0.418, -0.4452, -0.4452, -0.4593, -0.4045, -0.4354, -0.4421, -0.4421, -0.4729, -0.4618, -0.4265, -0.3816, -0.3674, -0.3592, -0.3669, -0.3841, -0.3748, -0.3502, -0.3646, -0.3677, -0.37, -0.3471, -0.4203, -0.3991, -0.383, -0.318, -0.2872, -0.2773, -0.2708, -0.2651, -0.2886, -0.2702, -0.2815, -0.2815, -0.1871, -0.1823, -0.227, -0.2428, -0.2482, -0.2448, -0.2394, -0.2524, -0.1826, -0.1622, -0.2321, -0.2267, -0.2538, -0.2818, -0.2496, -0.2533, -0.2128, -0.2128, -0.1509, -0.0735, -0.0543, -0.0856, 0.0215, 0.0, 0.011, -0.0297, 0.0085, 0.0079, 0.0079, 0.0989, 0.095, 0.1063, 0.1051, 0.1032, 0.2213, 0.2606, 0.3479, 0.4508, 0.4525, 0.3338, 0.325, 0.3892, 0.3604, 0.3406, 0.275, 0.2377, 0.3126, 0.2979, 0.2665, 0.2589, 0.2648, 0.2465, 0.2496, 0.2631, 0.2725, 0.2275, 0.2154, 0.21, 0.2513, 0.2711, 0.1566, 0.1501, 0.1738, 0.2544, 0.3347, 0.3604, 0.3072, 0.3542, 0.3737, 0.3737, 0.3937, 0.2304, 0.2151, 0.2956, 0.3491, 0.3293, 0.305, 0.3689, 0.5076, 0.5274, 0.3354, 0.359, 0.3335, 0.3508, 0.4079, 0.4955, 0.3762, 0.318, 0.3075, 0.3287, 0.3542, 0.3559, 0.483, 0.5873, 0.6535, 0.7386, 0.846, 0.8773, 0.8163, 0.8491, 0.9228, 0.9579, 0.8937, 0.8731, 0.9036, 0.8485, 0.7118, 0.7968, 0.8248, 0.8547, 0.8019, 0.87, 0.7219, 0.7801, 0.7337, 0.5989, 0.5947, 0.4022, 0.4596, 0.4669, 0.4483, 0.4124, 0.279, 0.2872, 0.2241, 0.2092, 0.2329, 0.1159, 0.1391, 0.1998, 0.2041, 0.1851, 0.1851, 0.1911, 0.141, 0.1843, 0.264, 0.3954, 0.3865, 0.4573, 0.5102, 0.6258, 0.7956, 0.738, 0.5661, 0.5684, 0.5252, 0.6936, 0.9932, 1.1919]}
{"unit_id": "quote:1932603934876586451", "ticker_idx": 0, "ts": "2025-06-11T01:00:58+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let the run up begin", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TSLA into June 22 Robotaxi event; expects a run-up.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "🗓️Tesla Robotaxi $TSLA June 22. Plan accordingly.", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA Let the run up begin https://t.co/AU6J612ng9", "parent_author": null, "ret_m1d": -0.0010415597387471998, "ret_signed_m1d": -0.0010415597387471998, "alpha_spy_m1d": -0.0039015885613493673, "alpha_c_m1d": -0.009005446622516011, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.007963886883768811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022424432461661592, "ret_signed_p1d": -0.022424432461661592, "alpha_spy_p1d": -0.026398604511724155, "alpha_c_p1d": -0.01772068170468788, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": -0.0047037507569737125, "ret_p1w": -0.01341789964491047, "ret_signed_p1w": -0.01341789964491047, "alpha_spy_p1w": -0.006899261186600669, "alpha_c_p1w": 0.006561683775920146, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.019979583420830616, "ret_p1m": -0.05073062503494152, "ret_signed_p1m": -0.05073062503494152, "alpha_spy_p1m": -0.09448161438383518, "alpha_c_p1m": -0.08389321257224469, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.03316258753730317, "ret_p3m": 0.0611769802676736, "ret_signed_p3m": 0.0611769802676736, "alpha_spy_p3m": -0.020950247993050564, "alpha_c_p3m": -0.040359114691236986, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.10153609495891058, "ret_p6m": 0.3924271941235127, "ret_signed_p6m": 0.3924271941235127, "alpha_spy_p6m": 0.2478278709050561, "alpha_c_p6m": 0.2790364501657019, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.11339074395781079, "ret_p1y": 0.3350182836224851, "ret_signed_p1y": 0.3350182836224851, "alpha_spy_p1y": 0.06264922092519432, "alpha_c_p1y": 0.2002814205156198, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.13473686310686528, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05073062503494152, "alpha_spy_stated": -0.09448161438383518, "alpha_c_stated": -0.08389321257224469, "price_path": [-0.2342, -0.2709, -0.3098, -0.2775, -0.2762, -0.2381, -0.1472, -0.1173, -0.1666, -0.1633, -0.1926, -0.2061, -0.1776, -0.1338, -0.1812, -0.2665, -0.2853, -0.3203, -0.1661, -0.2268, -0.2271, -0.2269, -0.2215, -0.26, -0.2606, -0.2606, -0.3031, -0.271, -0.2319, -0.205, -0.1271, -0.1242, -0.1054, -0.1356, -0.1406, -0.1201, -0.1414, -0.1565, -0.1538, -0.1275, -0.0863, -0.0247, 0.0234, 0.0651, 0.0502, 0.0721, 0.048, 0.0533, 0.0251, 0.0448, 0.0395, 0.0395, 0.1117, 0.0933, 0.098, 0.0614, 0.0498, 0.0547, 0.0172, -0.1278, -0.0959, -0.0547, -0.001, 0.0, -0.0224, -0.0034, 0.0083, -0.0309, -0.0134, -0.0134, -0.0131, 0.0682, 0.043, 0.0034, -0.002, -0.0086, -0.0269, -0.0788, -0.033, -0.0339, -0.0339, -0.0995, -0.0877, -0.0936, -0.0507, -0.0396, -0.0292, -0.0479, -0.0146, -0.0215, 0.0099, 0.0063, 0.0174, 0.0188, -0.0647, -0.0318, -0.0026, -0.016, -0.0226, -0.0556, -0.0729, -0.0526, -0.0543, -0.02, -0.0127, 0.0099, 0.0386, 0.0441, 0.0397, 0.028, 0.0127, 0.0267, 0.0088, -0.0078, -0.0194, 0.0416, 0.0618, 0.0773, 0.071, 0.0599, 0.0228, 0.0228, 0.009, 0.0235, 0.0371, 0.0748, 0.0612, 0.0629, 0.0654, 0.1298, 0.2129, 0.2561, 0.2916, 0.3046, 0.277, 0.3052, 0.3302, 0.3046, 0.3565, 0.297, 0.3491, 0.3577, 0.3624, 0.4075, 0.3357, 0.3168, 0.3885, 0.3267, 0.3439, 0.3343, 0.2667, 0.3354, 0.315, 0.3331, 0.3135, 0.3458, 0.3707, 0.3559, 0.3448, 0.3754, 0.3287, 0.386, 0.4109, 0.4138, 0.3482, 0.3986, 0.4348, 0.361, 0.4155, 0.366, 0.3158, 0.3639, 0.3468, 0.3191, 0.2315, 0.2387, 0.2527, 0.2292, 0.2376, 0.2108, 0.1981, 0.2798, 0.2848, 0.3068, 0.3068, 0.3178, 0.3177, 0.315, 0.3686, 0.3924]}
{"unit_id": "quote:1932182954949681472", "ticker_idx": 0, "ts": "2025-06-09T21:08:09+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 will benefit from Trump's $1000 stock account per new born program", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "HOOD to benefit from proposed Trump $1000 brokerage account per newborn initiative.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Wow, $HOOD will benefit from Trump's $1000 stock account per new born program.", "reply_text": null, "parent_text": null, "quoted_text": "Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse  with @realDonaldTrump, @SenTedCruz, @BradGerstner, and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth.\n\nRobinhood is ready to go, and we can bring our technology https://t.co/DOX2C2sWwI", "parent_author": null, "ret_m1d": 0.012274160301034343, "ret_signed_m1d": 0.012274160301034343, "alpha_spy_m1d": 0.01791181158481825, "alpha_c_m1d": 0.013449219269048629, "bench_spy_m1d": -0.0056376512837839066, "bench_c_m1d": -0.0011750589680142864, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.032685078573502224, "ret_signed_p1d": 0.032685078573502224, "alpha_spy_p1d": 0.03553695095888387, "alpha_c_p1d": 0.03386013754151651, "bench_spy_p1d": -0.0028518723853816486, "bench_c_p1d": -0.0011750589680142864, "ret_p1w": 0.03365045842127401, "ret_signed_p1w": 0.03365045842127401, "alpha_spy_p1w": 0.042853052816423154, "alpha_c_p1w": 0.049709978298346225, "bench_spy_p1w": -0.009202594395149144, "bench_c_p1w": -0.016059519877072215, "ret_p1m": 0.30382013695031085, "ret_signed_p1m": 0.30382013695031085, "alpha_spy_p1m": 0.26597289213531417, "alpha_c_p1m": 0.27405943711914316, "bench_spy_p1m": 0.03784724481499668, "bench_c_p1m": 0.029760699831167692, "ret_p3m": 0.3963590817412106, "ret_signed_p3m": 0.3963590817412106, "alpha_spy_p3m": 0.3199621948676028, "alpha_c_p3m": 0.3534317072370896, "bench_spy_p3m": 0.0763968868736078, "bench_c_p3m": 0.042927374504120985, "ret_p6m": 0.8430560674728438, "ret_signed_p6m": 0.8430560674728438, "alpha_spy_p6m": 0.7025548612667063, "alpha_c_p6m": 0.7872313644978319, "bench_spy_p6m": 0.14050120620613749, "bench_c_p6m": 0.05582470297501185, "ret_p1y": 0.17004542598819383, "ret_signed_p1y": 0.17004542598819383, "alpha_spy_p1y": -0.0955419121417751, "alpha_c_p1y": 0.15042715609370694, "bench_spy_p1y": 0.26558733812996893, "bench_c_p1y": 0.019618269894486895, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30382013695031085, "alpha_spy_stated": 0.26597289213531417, "alpha_c_stated": 0.27405943711914316, "price_path": [-0.5032, -0.4588, -0.4205, -0.447, -0.4097, -0.3979, -0.3882, -0.3331, -0.336, -0.3831, -0.3933, -0.4219, -0.426, -0.4186, -0.4114, -0.4723, -0.5241, -0.5117, -0.5288, -0.4179, -0.4413, -0.3976, -0.3913, -0.3921, -0.4392, -0.4321, -0.4321, -0.4504, -0.4195, -0.3841, -0.336, -0.318, -0.3252, -0.3191, -0.3227, -0.3571, -0.3299, -0.3373, -0.3285, -0.3106, -0.2543, -0.2463, -0.208, -0.1371, -0.1534, -0.1631, -0.1483, -0.1136, -0.1048, -0.1193, -0.1067, -0.1288, -0.1288, -0.0895, -0.1016, -0.1181, -0.0877, -0.0625, -0.0109, -0.0033, 0.0, 0.0327, 0.0123, 0.0, 0.0327, 0.0183, 0.0012, 0.0585, 0.0337, 0.0805, 0.0805, 0.0826, 0.053, 0.131, 0.1412, 0.1656, 0.1451, 0.2913, 0.2733, 0.3513, 0.3019, 0.3019, 0.2889, 0.2587, 0.3038, 0.3612, 0.3562, 0.3786, 0.3728, 0.4239, 0.4543, 0.5134, 0.439, 0.4046, 0.4078, 0.4057, 0.446, 0.4725, 0.4249, 0.4632, 0.4212, 0.3777, 0.467, 0.4544, 0.457, 0.534, 0.5809, 0.567, 0.5734, 0.498, 0.5268, 0.5745, 0.5863, 0.4826, 0.4528, 0.466, 0.5077, 0.4886, 0.5005, 0.4194, 0.43, 0.4347, 0.4347, 0.3907, 0.3904, 0.4193, 0.3964, 0.6174, 0.6343, 0.6199, 0.6239, 0.5864, 0.5836, 0.6188, 0.6362, 0.6675, 0.7209, 0.7224, 0.7404, 0.7487, 0.6915, 0.6795, 0.8855, 0.9746, 0.9189, 1.0094, 1.0503, 0.9895, 0.9997, 1.0807, 1.1026, 0.9164, 0.9401, 0.8611, 0.8501, 0.8127, 0.7916, 0.8728, 0.8182, 0.7545, 0.8526, 0.9279, 1.0116, 1.017, 0.997, 0.9042, 1.0243, 1.0284, 0.8866, 0.965, 0.7526, 0.7978, 0.8739, 0.8195, 0.834, 0.676, 0.6894, 0.5994, 0.5763, 0.6296, 0.4648, 0.4798, 0.5856, 0.5938, 0.768, 0.768, 0.772, 0.6996, 0.737, 0.8431]}
{"unit_id": "quote:1892762897425547438", "ticker_idx": 0, "ts": "2025-02-21T02:26:55+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My thesis on $SOFI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI and HOOD as fintech winners taking share from traditional financial platforms.", "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": "quote", "lang": "en", "tweet_text": "My thesis on $SOFI, also related to $HOOD, $PYPL, $XYZ.\n\nMy analysis is always based on comparative opportunities. I never look at a company in isolation.", "reply_text": null, "parent_text": null, "quoted_text": "@amitisinvesting @vizualstocks The financial revolution hinges on boomer leaving traditional financial platform, and young people (genz and younger) favor platform on apps like $HOOD and $SOFI.  The only peer for $SOFI is $HOOD and i think both can win against the traditional companies.  SOFI seems to excel at", "parent_author": null, "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "quote:1892762897425547438", "ticker_idx": 1, "ts": "2025-02-21T02:26:55+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "also related to $HOOD", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on SOFI and HOOD as fintech winners taking share from traditional financial platforms.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "My thesis on $SOFI, also related to $HOOD, $PYPL, $XYZ.\n\nMy analysis is always based on comparative opportunities. I never look at a company in isolation.", "reply_text": null, "parent_text": null, "quoted_text": "@amitisinvesting @vizualstocks The financial revolution hinges on boomer leaving traditional financial platform, and young people (genz and younger) favor platform on apps like $HOOD and $SOFI.  The only peer for $SOFI is $HOOD and i think both can win against the traditional companies.  SOFI seems to excel at", "parent_author": null, "ret_m1d": 0.08643416726856579, "ret_signed_m1d": 0.08643416726856579, "alpha_spy_m1d": 0.06903241802904514, "alpha_c_m1d": 0.07382326968005626, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03236430655676992, "ret_signed_p1d": -0.03236430655676992, "alpha_spy_p1d": -0.02781389968986192, "alpha_c_p1d": -0.03669931461418707, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.029069768301491217, "ret_signed_p1w": -0.029069768301491217, "alpha_spy_p1w": -0.01946884959012507, "alpha_c_p1w": -0.05724716692920506, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.0627906581314045, "ret_signed_p1m": -0.0627906581314045, "alpha_spy_p1m": -0.02256495795080582, "alpha_c_p1m": -0.054557432975965825, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": 0.2375969476506714, "ret_signed_p3m": 0.2375969476506714, "alpha_spy_p3m": 0.2631437958355428, "alpha_c_p3m": 0.24306160075355154, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 1.2290697683014913, "ret_signed_p6m": 1.2290697683014913, "alpha_spy_p6m": 1.1503908277293393, "alpha_c_p6m": 1.1872712872916356, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.658914748167134, "ret_signed_p1y": 0.658914748167134, "alpha_spy_p1y": 0.4917185717713233, "alpha_c_p1y": 0.5890560225989272, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0627906581314045, "alpha_spy_stated": -0.02256495795080582, "alpha_c_stated": -0.054557432975965825, "price_path": [-0.2942, -0.2703, -0.2703, -0.2725, -0.2709, -0.2512, -0.2248, -0.2457, -0.1924, -0.2337, -0.276, -0.2667, -0.2378, -0.2209, -0.1628, -0.1932, -0.2814, -0.2841, -0.2572, -0.2733, -0.2329, -0.2329, -0.2174, -0.2438, -0.2581, -0.2779, -0.2779, -0.2357, -0.1986, -0.1723, -0.214, -0.2091, -0.2091, -0.2233, -0.2328, -0.1907, -0.1171, -0.107, -0.0669, -0.0669, -0.031, -0.0279, -0.024, -0.0093, -0.0748, -0.0426, -0.0087, 0.0271, 0.0068, 0.0058, 0.019, 0.0504, 0.0304, 0.0826, 0.0905, 0.0337, 0.0835, 0.2364, 0.2651, 0.2651, 0.1713, 0.1479, 0.0864, 0.0, -0.0324, -0.1101, -0.0533, -0.0547, -0.0291, -0.0913, -0.1043, -0.0674, -0.131, -0.1391, -0.3095, -0.2953, -0.2457, -0.3019, -0.2395, -0.1857, -0.2229, -0.1705, -0.1539, -0.1403, -0.0628, -0.0669, -0.1331, -0.1475, -0.1876, -0.1934, -0.1829, -0.1729, -0.2585, -0.3312, -0.3138, -0.3378, -0.182, -0.2149, -0.1535, -0.1446, -0.1457, -0.212, -0.2019, -0.2019, -0.2277, -0.1843, -0.1345, -0.0669, -0.0417, -0.0517, -0.0432, -0.0483, -0.0965, -0.0583, -0.0688, -0.0564, -0.0312, 0.0479, 0.0591, 0.113, 0.2126, 0.1897, 0.176, 0.1969, 0.2455, 0.2579, 0.2376, 0.2552, 0.2242, 0.2242, 0.2795, 0.2624, 0.2393, 0.282, 0.3174, 0.3899, 0.4006, 0.4052, 0.4512, 0.4225, 0.4052, 0.4512, 0.431, 0.407, 0.4874, 0.4525, 0.5184, 0.5184, 0.5213, 0.4797, 0.5893, 0.6037, 0.638, 0.6091, 0.8145, 0.7893, 0.8988, 0.8295, 0.8295, 0.8112, 0.7688, 0.8322, 0.9128, 0.9058, 0.9372, 0.9291, 1.001, 1.0436, 1.1267, 1.0221, 0.9738, 0.9783, 0.9754, 1.032, 1.0692, 1.0023, 1.0562, 0.9971, 0.936, 1.0614, 1.0438, 1.0475, 1.1556, 1.2215, 1.2019, 1.211, 1.105, 1.1455, 1.2126, 1.2291]}
{"unit_id": "orig:1939780920661176661", "ticker_idx": 0, "ts": "2025-06-30T20:19:45+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 3 core holdings: $hood $rklb $tsla", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, RKLB, TSLA as core positions; considering adding HIMS.", "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": "@investinsights4 My 3 core holdings: $hood $rklb $tsla; thinking of adding $HIMS to the list.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01407988082510836, "ret_signed_m1d": 0.01407988082510836, "alpha_spy_m1d": 0.013756161780866805, "alpha_c_m1d": 0.019586978346145756, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.005507097521037396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06119356020611022, "ret_signed_p1d": 0.06119356020611022, "alpha_spy_p1d": 0.05666029462730604, "alpha_c_p1d": 0.061953185231186425, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": -0.0007596250250762049, "ret_p1w": -0.01148061482688889, "ret_signed_p1w": -0.01148061482688889, "alpha_spy_p1w": -0.015835834931360315, "alpha_c_p1w": -0.0029351643341588574, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": -0.008545450492730033, "ret_p1m": 0.14913891876946694, "ret_signed_p1m": 0.14913891876946694, "alpha_spy_p1m": 0.12192293951785937, "alpha_c_p1m": 0.14837936730869683, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.0007595514607701137, "ret_p3m": 0.31896454418066345, "ret_signed_p3m": 0.31896454418066345, "alpha_spy_p3m": 0.2444808885453893, "alpha_c_p3m": 0.29280993216580264, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.0261546120148608, "ret_p6m": 0.30445142481191767, "ret_signed_p6m": 0.30445142481191767, "alpha_spy_p6m": 0.18028778643366605, "alpha_c_p6m": 0.23895807940226788, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.0654933454096498, "ret_p1y": 0.17134191899802653, "ret_signed_p1y": 0.17134191899802653, "alpha_spy_p1y": -0.05105596188115835, "alpha_c_p1y": 0.14188059142271858, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.02946132757530795, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14913891876946694, "alpha_spy_stated": 0.12192293951785937, "alpha_c_stated": 0.14837936730869683, "price_path": [-0.5856, -0.6262, -0.6165, -0.6299, -0.5428, -0.5612, -0.5269, -0.5219, -0.5226, -0.5596, -0.554, -0.554, -0.5684, -0.5441, -0.5163, -0.4785, -0.4644, -0.4701, -0.4653, -0.4681, -0.4951, -0.4737, -0.4796, -0.4727, -0.4586, -0.4144, -0.4081, -0.378, -0.3223, -0.3351, -0.3428, -0.3311, -0.3039, -0.297, -0.3084, -0.2985, -0.3158, -0.3158, -0.285, -0.2945, -0.3074, -0.2835, -0.2637, -0.2232, -0.2173, -0.2147, -0.189, -0.205, -0.2147, -0.189, -0.2003, -0.2137, -0.1687, -0.1882, -0.1514, -0.1514, -0.1498, -0.1731, -0.1118, -0.1038, -0.0846, -0.1007, 0.0141, 0.0, 0.0612, 0.0224, 0.0224, 0.0122, -0.0115, 0.0239, 0.069, 0.0651, 0.0826, 0.0781, 0.1183, 0.1421, 0.1886, 0.1301, 0.1031, 0.1056, 0.104, 0.1356, 0.1564, 0.119, 0.1491, 0.1161, 0.082, 0.1521, 0.1422, 0.1443, 0.2047, 0.2415, 0.2306, 0.2357, 0.1764, 0.1991, 0.2365, 0.2457, 0.1643, 0.1409, 0.1513, 0.184, 0.1691, 0.1784, 0.1147, 0.123, 0.1267, 0.1267, 0.0922, 0.092, 0.1146, 0.0966, 0.2702, 0.2834, 0.2722, 0.2753, 0.2459, 0.2437, 0.2713, 0.285, 0.3095, 0.3515, 0.3526, 0.3668, 0.3733, 0.3284, 0.319, 0.4808, 0.5507, 0.507, 0.578, 0.6102, 0.5624, 0.5705, 0.634, 0.6513, 0.505, 0.5237, 0.4616, 0.4529, 0.4236, 0.407, 0.4708, 0.4279, 0.3779, 0.4549, 0.514, 0.5798, 0.584, 0.5683, 0.4954, 0.5897, 0.593, 0.4816, 0.5432, 0.3764, 0.4119, 0.4717, 0.4289, 0.4403, 0.3163, 0.3268, 0.256, 0.238, 0.2798, 0.1503, 0.1621, 0.2452, 0.2517, 0.3885, 0.3885, 0.3916, 0.3348, 0.3641, 0.4474, 0.4847, 0.4291, 0.4776, 0.4698, 0.4693, 0.3363, 0.2943, 0.2483, 0.2932, 0.2542, 0.2689, 0.3143, 0.3254, 0.3023, 0.3045]}
{"unit_id": "orig:1939780920661176661", "ticker_idx": 1, "ts": "2025-06-30T20:19:45+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 3 core holdings: $hood $rklb $tsla", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, RKLB, TSLA as core positions; considering adding HIMS.", "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": "@investinsights4 My 3 core holdings: $hood $rklb $tsla; thinking of adding $HIMS to the list.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.041945777742614876, "ret_signed_m1d": 0.041945777742614876, "alpha_spy_m1d": 0.04162205869837332, "alpha_c_m1d": 0.04525625562491986, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.003310477882304985, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03932415968879721, "ret_signed_p1d": 0.03932415968879721, "alpha_spy_p1d": 0.03479089410999303, "alpha_c_p1d": 0.03831064367057646, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.0010135160182207503, "ret_p1w": 0.12845906240013227, "ret_signed_p1w": 0.12845906240013227, "alpha_spy_p1w": 0.12410384229566085, "alpha_c_p1w": 0.1227160834211396, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": 0.005742978978992674, "ret_p1m": 0.3527525822821156, "ret_signed_p1m": 0.3527525822821156, "alpha_spy_p1m": 0.325536603030508, "alpha_c_p1m": 0.3257947895959503, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.02695779268616527, "ret_p3m": 0.34750934617448004, "ret_signed_p3m": 0.34750934617448004, "alpha_spy_p3m": 0.2730256905392059, "alpha_c_p3m": 0.312373984980699, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.03513536119378102, "ret_p6m": 1.2481793238752257, "ret_signed_p6m": 1.2481793238752257, "alpha_spy_p6m": 1.124015685496974, "alpha_c_p6m": 1.1760059355729715, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.07217338830225417, "ret_p1y": 2.1237981981917913, "ret_signed_p1y": 2.1237981981917913, "alpha_spy_p1y": 1.9014003173126064, "alpha_c_p1y": 1.888801884796265, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.23499631339552618, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3527525822821156, "alpha_spy_stated": 0.325536603030508, "alpha_c_stated": 0.3257947895959503, "price_path": [-0.4789, -0.5232, -0.4897, -0.4996, -0.4002, -0.4282, -0.4282, -0.4428, -0.3863, -0.4181, -0.425, -0.425, -0.4567, -0.4454, -0.409, -0.3627, -0.3481, -0.3396, -0.3475, -0.3653, -0.3557, -0.3303, -0.3452, -0.3484, -0.3507, -0.3271, -0.4026, -0.3807, -0.3641, -0.2971, -0.2654, -0.2552, -0.2485, -0.2426, -0.2668, -0.2479, -0.2595, -0.2595, -0.1622, -0.1573, -0.2033, -0.2196, -0.2252, -0.2217, -0.2161, -0.2295, -0.1576, -0.1366, -0.2086, -0.203, -0.231, -0.2598, -0.2266, -0.2304, -0.1888, -0.1888, -0.125, -0.0452, -0.0253, -0.0577, 0.0527, 0.0306, 0.0419, 0.0, 0.0393, 0.0387, 0.0387, 0.1325, 0.1285, 0.1401, 0.1389, 0.1369, 0.2587, 0.2992, 0.3892, 0.4952, 0.4969, 0.3746, 0.3656, 0.4317, 0.402, 0.3816, 0.314, 0.2756, 0.3528, 0.3376, 0.3053, 0.2974, 0.3035, 0.2846, 0.2878, 0.3018, 0.3114, 0.2651, 0.2525, 0.247, 0.2895, 0.3099, 0.192, 0.1853, 0.2097, 0.2927, 0.3755, 0.402, 0.3472, 0.3956, 0.4157, 0.4157, 0.4364, 0.268, 0.2523, 0.3353, 0.3903, 0.3699, 0.3449, 0.4107, 0.5537, 0.5741, 0.3762, 0.4005, 0.3743, 0.3921, 0.4509, 0.5412, 0.4183, 0.3583, 0.3475, 0.3694, 0.3956, 0.3973, 0.5284, 0.6359, 0.704, 0.7917, 0.9024, 0.9348, 0.8718, 0.9056, 0.9816, 1.0178, 0.9516, 0.9304, 0.9618, 0.905, 0.7642, 0.8517, 0.8806, 0.9114, 0.857, 0.9272, 0.7745, 0.8345, 0.7868, 0.6478, 0.6435, 0.4451, 0.5042, 0.5118, 0.4926, 0.4556, 0.3181, 0.3265, 0.2616, 0.2461, 0.2706, 0.15, 0.1739, 0.2365, 0.2409, 0.2214, 0.2214, 0.2275, 0.1759, 0.2205, 0.3027, 0.4381, 0.4289, 0.5019, 0.5564, 0.6755, 0.8506, 0.7911, 0.614, 0.6164, 0.5718, 0.7454, 1.0542, 1.259, 1.2482, 1.2482]}
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{"unit_id": "orig:1939780920661176661", "ticker_idx": 3, "ts": "2025-06-30T20:19:45+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "thinking of adding $HIMS to the list", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, RKLB, TSLA as core positions; considering adding HIMS.", "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": "@investinsights4 My 3 core holdings: $hood $rklb $tsla; thinking of adding $HIMS to the list.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03940782789256425, "ret_signed_m1d": 0.03940782789256425, "alpha_spy_m1d": 0.039084108848322696, "alpha_c_m1d": 0.039084108848322696, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": 0.00032371904424155495, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010425354661065422, "ret_signed_p1d": -0.010425354661065422, "alpha_spy_p1d": -0.014958620239869602, "alpha_c_p1d": -0.014958620239869602, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.00453326557880418, "ret_p1w": 0.020850709322130845, "ret_signed_p1w": 0.020850709322130845, "alpha_spy_p1w": 0.01649548921765942, "alpha_c_p1w": 0.01649548921765942, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": 0.0043552201044714245, "ret_p1m": 0.3663469564267072, "ret_signed_p1m": 0.3663469564267072, "alpha_spy_p1m": 0.33913097717509966, "alpha_c_p1m": 0.33913097717509966, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.02721597925160757, "ret_p3m": 0.21768145622809798, "ret_signed_p3m": 0.21768145622809798, "alpha_spy_p3m": 0.14319780059282383, "alpha_c_p3m": 0.14319780059282383, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.07448365563527415, "ret_p6m": -0.2771059459805132, "ret_signed_p6m": -0.2771059459805132, "alpha_spy_p6m": -0.4012695843587648, "alpha_c_p6m": -0.4012695843587648, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.12416363837825162, "ret_p1y": -0.26042531489149345, "ret_signed_p1y": -0.26042531489149345, "alpha_spy_p1y": -0.48282319577067834, "alpha_c_p1y": -0.48282319577067834, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.22239788087918488, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3663469564267072, "alpha_spy_stated": 0.33913097717509966, "alpha_c_stated": 0.33913097717509966, "price_path": [-0.4164, -0.4581, -0.421, -0.4558, -0.3851, -0.441, -0.4322, -0.4097, -0.3857, -0.4381, -0.4322, -0.4322, -0.4612, -0.4714, -0.4431, -0.4133, -0.4143, -0.4062, -0.2694, -0.3098, -0.246, -0.1489, -0.1268, 0.0315, 0.0915, 0.0717, 0.0834, 0.1512, 0.3344, 0.2744, 0.2214, 0.348, 0.2998, 0.2763, 0.2093, 0.1159, 0.1432, 0.1432, 0.1126, 0.1122, 0.0926, 0.1793, 0.1837, 0.1412, 0.1178, 0.1003, 0.1745, 0.1856, 0.152, 0.2002, 0.1916, 0.1568, 0.2465, 0.2352, 0.2734, 0.2734, 0.339, -0.1247, -0.1045, -0.1366, -0.035, 0.0302, 0.0394, 0.0, -0.0104, 0.0004, 0.0004, 0.0096, 0.0209, 0.0684, 0.0482, -0.0015, 0.0849, 0.0521, 0.0811, 0.0423, 0.0505, -0.0075, 0.0427, 0.2098, 0.1952, 0.202, 0.2235, 0.2567, 0.3663, 0.3799, 0.3042, 0.3209, 0.1576, 0.0661, 0.0644, 0.083, 0.0421, 0.0, 0.0077, -0.0173, -0.0405, -0.0596, -0.1205, -0.0955, -0.0834, -0.0707, -0.1036, -0.0544, -0.0824, -0.0801, -0.117, -0.117, -0.1341, -0.073, 0.0031, 0.0094, 0.035, -0.0035, -0.0038, 0.0792, 0.1572, 0.1251, 0.0611, 0.0498, 0.1718, 0.2056, 0.2031, 0.1676, 0.1103, 0.1441, 0.2177, 0.2327, 0.1827, 0.1741, 0.2066, 0.0955, 0.1418, 0.2087, 0.2129, 0.2146, 0.1249, 0.1412, 0.1264, 0.3086, 0.2333, 0.0379, 0.0709, 0.0292, -0.0104, 0.0111, 0.0171, 0.0056, -0.0175, -0.0277, -0.0813, -0.0521, -0.0744, -0.1078, -0.0882, -0.1343, -0.1445, -0.1441, -0.1712, -0.1864, -0.2483, -0.2289, -0.2581, -0.244, -0.2529, -0.299, -0.2763, -0.2123, -0.2266, -0.1993, -0.1993, -0.171, -0.2179, -0.2429, -0.2271, -0.1656, -0.1827, -0.1843, -0.1697, -0.2102, -0.2125, -0.2241, -0.2442, -0.2314, -0.2709, -0.275, -0.2585, -0.2692, -0.2744, -0.2771]}
{"unit_id": "thread:1900295654653747703", "ticker_idx": 0, "ts": "2025-03-13T21:19:24+00:00", "symbol": "BPTRX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Opening a $10K/mo position in BPTRX for SpaceX exposure and conviction in Ron Baron's stock-picking; timing seen as attractive at current prices.", "resolved_tickers": ["BPTRX"], "resolution_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": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX (mutual fund), which holds $TSLA, SpaceX, X Holdings, and few other anchor stocks. \n\n> I like Ron Baron conviction, and he's the few stock pickers remains from the era of Peter Lynch, etc. Most funds are index/benchmark based now.\n\n> Timing is great with these cheaper prices\n\n> I want exposure to SpaceX\n\n---\n\nHere's more info on it: https://t.co/1i4qPl6wKP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028654843410373054, "ret_signed_m1d": -0.028654843410373054, "alpha_spy_m1d": -0.008417076982609628, "alpha_c_m1d": -0.008417076982609628, "bench_spy_m1d": -0.020237766427763426, "bench_c_m1d": -0.020237766427763426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004912274729186539, "ret_signed_p1d": -0.004912274729186539, "alpha_spy_p1d": -0.012623722673741788, "alpha_c_p1d": -0.012623722673741788, "bench_spy_p1d": 0.00771144794455525, "bench_c_p1d": 0.00771144794455525, "ret_p1w": -0.0019882223819148725, "ret_signed_p1w": -0.0019882223819148725, "alpha_spy_p1w": -0.007081609978827674, "alpha_c_p1w": -0.007081609978827674, "bench_spy_p1w": 0.005093387596912802, "bench_c_p1w": 0.005093387596912802, "ret_p1m": -0.015438604151695512, "ret_signed_p1m": -0.015438604151695512, "alpha_spy_p1m": 0.023772075196082598, "alpha_c_p1m": 0.023772075196082598, "bench_spy_p1m": -0.03921067934777811, "bench_c_p1m": -0.03921067934777811, "ret_p3m": 0.13842114864709854, "ret_signed_p3m": 0.13842114864709854, "alpha_spy_p3m": 0.06671111347342751, "alpha_c_p3m": 0.06671111347342751, "bench_spy_p3m": 0.07171003517367103, "bench_c_p3m": 0.07171003517367103, "ret_p6m": 0.19771933537940534, "ret_signed_p6m": 0.19771933537940534, "alpha_spy_p6m": 0.037992725517717485, "alpha_c_p6m": 0.037992725517717485, "bench_spy_p6m": 0.15972660986168785, "bench_c_p6m": 0.15972660986168785, "ret_p1y": 0.527322331071405, "ret_signed_p1y": 0.527322331071405, "alpha_spy_p1y": 0.3043175280033714, "alpha_c_p1y": 0.3043175280033714, "bench_spy_p1y": 0.2230048030680336, "bench_c_p1y": 0.2230048030680336, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.015438604151695512, "alpha_spy_stated": 0.023772075196082598, "alpha_c_stated": 0.023772075196082598, "price_path": [0.3483, 0.273, 0.2695, 0.258, 0.2741, 0.3218, 0.3218, 0.3118, 0.2756, 0.2515, 0.2305, 0.2305, 0.1901, 0.2389, 0.237, 0.21, 0.2143, 0.2143, 0.2046, 0.2187, 0.2127, 0.269, 0.2547, 0.2732, 0.2732, 0.276, 0.2588, 0.2596, 0.2519, 0.2484, 0.2485, 0.2306, 0.2551, 0.257, 0.2298, 0.2443, 0.2258, 0.2263, 0.2032, 0.1846, 0.1472, 0.1543, 0.1789, 0.1709, 0.1709, 0.1781, 0.1936, 0.1812, 0.1463, 0.1382, 0.0989, 0.0801, 0.0643, 0.0877, 0.0703, 0.0436, 0.0599, 0.0284, 0.0257, -0.0418, -0.0336, -0.0116, -0.0287, 0.0, -0.0049, -0.0323, -0.0106, -0.0177, -0.002, 0.048, 0.0634, 0.0409, 0.0429, 0.0197, 0.0161, 0.0274, 0.0547, 0.0087, -0.064, -0.0775, -0.1013, 0.0135, -0.0316, -0.0209, -0.0154, -0.012, -0.0367, -0.0342, -0.0342, -0.0673, -0.0368, -0.0129, 0.0075, 0.0406, 0.0406, 0.0546, 0.0305, 0.0358, 0.0578, 0.0468, 0.0357, 0.0357, 0.0629, 0.0806, 0.1192, 0.1408, 0.1595, 0.1589, 0.1739, 0.1629, 0.1613, 0.1337, 0.1434, 0.1399, 0.1399, 0.1831, 0.1743, 0.1767, 0.1613, 0.1553, 0.1602, 0.1477, 0.0832, 0.1006, 0.1164, 0.1404, 0.1384, 0.1315, 0.1323, 0.1449, 0.1236, 0.1236, 0.1236, 0.1296, 0.166, 0.1618, 0.1435, 0.1447, 0.1435, 0.1388, 0.124, 0.1373, 0.1419, 0.1419, 0.116, 0.1201, 0.1186, 0.1404, 0.1672, 0.1747, 0.156, 0.1704, 0.1696, 0.1813, 0.1787, 0.1835, 0.1902, 0.1594, 0.1785, 0.1871, 0.1794, 0.1777, 0.1611, 0.1494, 0.1776, 0.1576, 0.1709, 0.1696, 0.1763, 0.1836, 0.1857, 0.1916, 0.1868, 0.18, 0.1826, 0.1782, 0.1723, 0.1665, 0.2042, 0.2044, 0.2103, 0.2111, 0.2085, 0.191, 0.191, 0.1799, 0.1858, 0.192, 0.2105, 0.1977]}
{"unit_id": "thread:1900295654653747703", "ticker_idx": 1, "ts": "2025-03-13T21:19:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "holds $TSLA, SpaceX, X Holdings, and few other anchor stocks", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Opening a $10K/mo position in BPTRX for SpaceX exposure and conviction in Ron Baron's stock-picking; timing seen as attractive at current prices.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX (mutual fund), which holds $TSLA, SpaceX, X Holdings, and few other anchor stocks. \n\n> I like Ron Baron conviction, and he's the few stock pickers remains from the era of Peter Lynch, etc. Most funds are index/benchmark based now.\n\n> Timing is great with these cheaper prices\n\n> I want exposure to SpaceX\n\n---\n\nHere's more info on it: https://t.co/1i4qPl6wKP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03720298908195108, "ret_signed_m1d": -0.03720298908195108, "alpha_spy_m1d": -0.01696522265418765, "alpha_c_m1d": -0.016359065082261814, "bench_spy_m1d": -0.020237766427763426, "bench_c_m1d": -0.020843923999689262, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04788383640805238, "ret_signed_p1d": -0.04788383640805238, "alpha_spy_p1d": -0.05559528435260763, "alpha_c_p1d": -0.04945979826444924, "bench_spy_p1d": 0.00771144794455525, "bench_c_p1d": 0.001575961856396857, "ret_p1w": -0.005080362570515695, "ret_signed_p1w": -0.005080362570515695, "alpha_spy_p1w": -0.010173750167428497, "alpha_c_p1w": -0.008893198854859397, "bench_spy_p1w": 0.005093387596912802, "bench_c_p1w": 0.0038128362843437014, "ret_p1m": 0.009480800129942013, "ret_signed_p1m": 0.009480800129942013, "alpha_spy_p1m": 0.04869147947772012, "alpha_c_p1m": 0.039507583075742425, "bench_spy_p1m": -0.03921067934777811, "bench_c_p1m": -0.030026782945800412, "ret_p3m": 0.30582445897617916, "ret_signed_p3m": 0.30582445897617916, "alpha_spy_p3m": 0.23411442380250813, "alpha_c_p3m": 0.21120822151774732, "bench_spy_p3m": 0.07171003517367103, "bench_c_p3m": 0.09461623745843184, "ret_p6m": 0.3857108561360103, "ret_signed_p6m": 0.3857108561360103, "alpha_spy_p6m": 0.22598424627432245, "alpha_c_p6m": 0.17995156044743377, "bench_spy_p6m": 0.15972660986168785, "bench_c_p6m": 0.20575929568857654, "ret_p1y": 0.569845585178355, "ret_signed_p1y": 0.569845585178355, "alpha_spy_p1y": 0.34684078211032143, "alpha_c_p1y": 0.3969993113371302, "bench_spy_p1y": 0.2230048030680336, "bench_c_p1y": 0.17284627384122486, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009480800129942013, "alpha_spy_stated": 0.04869147947772012, "alpha_c_stated": 0.039507583075742425, "price_path": [0.9196, 0.7607, 0.7448, 0.6844, 0.7225, 0.8493, 0.8493, 0.8167, 0.7268, 0.6698, 0.6155, 0.6155, 0.5172, 0.6419, 0.6443, 0.5776, 0.5799, 0.5799, 0.5791, 0.6134, 0.5856, 0.713, 0.6554, 0.7061, 0.7061, 0.6964, 0.6606, 0.6497, 0.6265, 0.5887, 0.5925, 0.5565, 0.6012, 0.6185, 0.5348, 0.569, 0.5128, 0.4974, 0.4466, 0.403, 0.3141, 0.3461, 0.4239, 0.4235, 0.4235, 0.4166, 0.4424, 0.4177, 0.3513, 0.3222, 0.2113, 0.1633, 0.1279, 0.172, 0.1387, 0.0882, 0.1165, 0.0539, 0.0508, -0.1113, -0.0776, -0.0076, -0.0372, 0.0, -0.0479, -0.0987, -0.0565, -0.0549, -0.0051, 0.1136, 0.1527, 0.0883, 0.0926, 0.0543, 0.0367, 0.0739, 0.1311, 0.0692, -0.0422, -0.0668, -0.1125, 0.0889, 0.0097, 0.0093, 0.0095, 0.0165, -0.0337, -0.0344, -0.0344, -0.0899, -0.048, 0.003, 0.0381, 0.1399, 0.1436, 0.1682, 0.1287, 0.1222, 0.1489, 0.1211, 0.1015, 0.105, 0.1394, 0.1931, 0.2736, 0.3364, 0.3908, 0.3714, 0.4, 0.3685, 0.3754, 0.3386, 0.3643, 0.3575, 0.3575, 0.4517, 0.4277, 0.4338, 0.386, 0.3709, 0.3772, 0.3283, 0.1389, 0.1807, 0.2344, 0.3045, 0.3058, 0.2765, 0.3013, 0.3166, 0.2655, 0.2883, 0.2883, 0.2887, 0.3948, 0.362, 0.3103, 0.3032, 0.2946, 0.2707, 0.2029, 0.2627, 0.2615, 0.2615, 0.1759, 0.1913, 0.1836, 0.2396, 0.2541, 0.2677, 0.2432, 0.2868, 0.2777, 0.3187, 0.3141, 0.3285, 0.3303, 0.2213, 0.2643, 0.3025, 0.2849, 0.2763, 0.2332, 0.2106, 0.2371, 0.235, 0.2797, 0.2892, 0.3187, 0.3562, 0.3635, 0.3576, 0.3424, 0.3223, 0.3407, 0.3173, 0.2957, 0.2805, 0.3601, 0.3865, 0.4068, 0.3985, 0.384, 0.3356, 0.3356, 0.3175, 0.3365, 0.3542, 0.4035, 0.3857]}
{"unit_id": "quote:1887312967990923412", "ticker_idx": 0, "ts": "2025-02-06T01:30:50+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Small modular reactor $OKLO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Flags OKLO as a play on the Trump nuclear renaissance / SMR approval acceleration thesis.", "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": "...accelerate approvals, particularly for small modular reactors (SMRs)—compact nuclear plants that promise stable...\n\nSmall modular reactor $OKLO", "reply_text": null, "parent_text": null, "quoted_text": "🚨🇺🇸TRUMP ADMIN PUSHING 'NUCLEAR RENAISSANCE' – INVESTORS BET BIG\n\nYuri Khodjamirian, CIO of Tema ETFs, says nuclear energy is set for a major revival under Trump’s administration, with the White House “very, very interested” in backing new nuclear tech.\n\nKhodjamirian: \n\n“There’s https://t.co/LgVFoIcS3Z", "parent_author": null, "ret_m1d": 0.057370221414589695, "ret_signed_m1d": 0.057370221414589695, "alpha_spy_m1d": 0.06083391483456535, "alpha_c_m1d": 0.06083391483456535, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.0034636934199756553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1618509972486415, "ret_signed_p1d": 0.1618509972486415, "alpha_spy_p1d": 0.17100461265078892, "alpha_c_p1d": 0.17100461265078892, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.00915361540214743, "ret_p1w": 0.152219445419995, "ret_signed_p1w": 0.152219445419995, "alpha_spy_p1w": 0.14659535910748667, "alpha_c_p1w": 0.14659535910748667, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": 0.005624086312508325, "ret_p1m": -0.4499580950378822, "ret_signed_p1m": -0.4499580950378822, "alpha_spy_p1m": -0.3998194715337495, "alpha_c_p1m": -0.3998194715337495, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.05013862350413267, "ret_p3m": -0.39991623001187615, "ret_signed_p3m": -0.39991623001187615, "alpha_spy_p3m": -0.32431404864986213, "alpha_c_p3m": -0.32431404864986213, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.07560218136201402, "ret_p6m": 0.4968593043592582, "ret_signed_p6m": 0.4968593043592582, "alpha_spy_p6m": 0.46533528130223467, "alpha_c_p6m": 0.46533528130223467, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": 0.03152402305702351, "ret_p1y": 0.7234087196666261, "ret_signed_p1y": 0.7234087196666261, "alpha_spy_p1y": 0.56747647532148, "alpha_c_p1y": 0.56747647532148, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.15593224434514608, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4499580950378822, "alpha_spy_stated": -0.3998194715337495, "alpha_c_stated": -0.3998194715337495, "price_path": [-0.4962, -0.527, -0.5168, -0.5, -0.6231, -0.5672, -0.5436, -0.5613, -0.4717, -0.4724, -0.5203, -0.5385, -0.5404, -0.5404, -0.5071, -0.5345, -0.5785, -0.5741, -0.5796, -0.5412, -0.5794, -0.6143, -0.5965, -0.6154, -0.612, -0.6131, -0.6001, -0.6152, -0.5611, -0.5494, -0.5389, -0.5057, -0.5057, -0.4966, -0.523, -0.5048, -0.5555, -0.5555, -0.5425, -0.4294, -0.3719, -0.3823, -0.4531, -0.4531, -0.4715, -0.5209, -0.5224, -0.4939, -0.4927, -0.4546, -0.4546, -0.3457, -0.2845, -0.188, -0.1244, -0.3486, -0.2856, -0.2609, -0.1225, -0.1288, -0.0383, -0.0182, 0.0574, 0.0, 0.1619, 0.125, 0.0486, 0.1386, 0.1522, 0.1018, 0.1018, 0.0509, -0.0553, -0.1068, -0.1878, -0.2864, -0.3285, -0.2632, -0.3218, -0.3009, -0.3848, -0.3526, -0.3658, -0.4562, -0.45, -0.504, -0.4667, -0.4516, -0.4985, -0.4196, -0.4137, -0.4552, -0.4127, -0.4186, -0.4313, -0.3528, -0.3943, -0.4479, -0.5013, -0.5312, -0.5471, -0.5283, -0.5247, -0.5417, -0.5854, -0.5408, -0.5764, -0.4958, -0.5243, -0.5289, -0.5278, -0.5184, -0.5486, -0.5398, -0.5398, -0.5731, -0.5492, -0.5107, -0.4908, -0.5029, -0.4872, -0.4883, -0.5029, -0.4491, -0.4506, -0.4667, -0.3999, -0.4322, -0.4357, -0.4119, -0.3959, -0.3294, -0.2251, -0.2167, -0.2102, -0.1681, -0.2134, -0.2293, -0.1683, 0.0232, 0.0232, 0.1286, 0.1566, 0.1082, 0.1039, 0.098, 0.0421, 0.0278, -0.0126, 0.053, 0.1361, 0.1001, 0.4244, 0.3501, 0.3329, 0.3704, 0.3143, 0.2986, 0.2986, 0.2134, 0.1539, 0.2711, 0.1635, 0.1694, 0.157, 0.1723, 0.0833, 0.0747, 0.1248, 0.1248, 0.1713, 0.1206, 0.1292, 0.161, 0.1742, 0.3067, 0.2762, 0.3478, 0.4064, 0.4443, 0.3088, 0.2839, 0.4022, 0.5618, 0.5808, 0.5808, 0.4868, 0.5835, 0.6036, 0.4969]}
{"unit_id": "reply:1935464905982763263", "ticker_idx": 0, "ts": "2025-06-18T22:29:27+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just sell it. Don't make it your legacy.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Advises selling PYPL; decisive bearish/sell instruction directed at the parent's long position.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Kross_Roads Just sell it. Don't make it your legacy.", "reply_text": null, "parent_text": "As a reminder, the market is closed tomorrow. It's a celebration of the slaves on Galveston island (near where I live) hearing of their emancipation.\n\nIt's also a celebration for us $PYPL shareholders since PainPal cannot go down tomorrow. https://t.co/b3nZPSl50A", "quoted_text": null, "parent_author": "Dr_Crossroads", "ret_m1d": -0.021127985234370095, "ret_signed_m1d": 0.021127985234370095, "alpha_spy_m1d": 0.023482195731172717, "alpha_c_m1d": 0.01834807000036509, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02797986237362493, "ret_signed_p1d": -0.02797986237362493, "alpha_spy_p1d": -0.01810227176596002, "alpha_c_p1d": -0.015387151255021436, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.05124895622328207, "ret_signed_p1w": -0.05124895622328207, "alpha_spy_p1w": -0.016534657751218873, "alpha_c_p1w": -0.016340198652808446, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.06809406508640614, "ret_signed_p1m": -0.06809406508640614, "alpha_spy_p1m": -0.010057392113045793, "alpha_c_p1m": -0.02421902920377139, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": -0.020414135886902884, "ret_signed_p3m": 0.020414135886902884, "alpha_spy_p3m": 0.12962194317206854, "alpha_c_p3m": 0.0979626172921143, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": -0.13090066848948356, "ret_signed_p6m": 0.13090066848948356, "alpha_spy_p6m": 0.2795465639119039, "alpha_c_p6m": 0.2301879094928898, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": -0.40301135007279665, "ret_signed_p1y": 0.40301135007279665, "alpha_spy_p1y": 0.6537716839468025, "alpha_c_p1y": 0.46079699996742385, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06809406508640614, "alpha_spy_stated": -0.010057392113045793, "alpha_c_stated": -0.02421902920377139, "price_path": [0.0116, -0.0011, -0.017, -0.07, -0.0685, -0.0564, -0.0414, -0.1191, -0.1667, -0.1645, -0.1804, -0.0871, -0.1355, -0.1065, -0.1111, -0.1149, -0.14, -0.1292, -0.1292, -0.1394, -0.1232, -0.1084, -0.0754, -0.0672, -0.0731, -0.0532, -0.0601, -0.0662, -0.0401, -0.0216, -0.0286, -0.0194, 0.0061, 0.003, 0.0323, 0.032, 0.0375, 0.0217, 0.0304, 0.0324, 0.0365, 0.0228, 0.02, -0.0029, -0.0029, 0.0204, 0.0198, 0.0126, 0.0033, 0.0126, 0.0183, 0.0393, 0.0345, 0.0483, 0.05, 0.0672, 0.0651, 0.068, 0.0111, 0.0315, 0.0089, -0.0211, -0.0211, 0.0, 0.028, 0.0504, 0.0431, 0.0445, 0.0512, 0.061, 0.0748, 0.0894, 0.0934, 0.0934, 0.0875, 0.0711, 0.0682, 0.0807, 0.0187, 0.0548, 0.0415, 0.0417, 0.0544, 0.0588, 0.0681, 0.0849, 0.0944, 0.1109, 0.1132, 0.1166, 0.02, -0.0049, -0.0184, -0.042, -0.0291, -0.0317, -0.009, -0.0261, -0.0343, -0.0424, -0.0297, 0.0083, -0.0096, -0.0117, -0.0074, -0.0143, -0.0281, -0.0357, -0.0021, -0.0081, 0.0019, -0.0057, 0.0001, 0.002, 0.002, -0.0114, -0.0059, -0.0227, -0.0256, -0.0236, -0.0338, -0.063, -0.0397, -0.0451, -0.042, -0.0457, -0.0204, -0.0218, -0.0261, -0.0338, -0.0391, -0.0313, -0.0473, -0.0393, -0.0053, -0.0427, -0.0484, -0.016, -0.0114, 0.0177, 0.0651, 0.0868, 0.0814, -0.003, -0.017, -0.0128, -0.0296, -0.0571, -0.0377, -0.0121, 0.0, -0.0283, -0.0056, -0.004, 0.0029, 0.0424, -0.0053, -0.0303, -0.0111, -0.0244, -0.0567, -0.0284, -0.0541, -0.0547, -0.0542, -0.0378, -0.0407, -0.0674, -0.1034, -0.1165, -0.1335, -0.1399, -0.1686, -0.1333, -0.1335, -0.124, -0.1153, -0.1153, -0.103, -0.1046, -0.1, -0.1237, -0.1167, -0.1089, -0.1255, -0.1303, -0.1249, -0.1173, -0.1177, -0.1309]}
{"unit_id": "reply:1917603763554078830", "ticker_idx": 0, "ts": "2025-04-30T15:35:39+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "When Tesla does move in, they're making cars at $25k at cost (with factories behind it), drive anywhere, compete anywhere. I heard they're starting for free in LA, which will eat up all market share. As shareholder, i can't care to see profits right now. I want to see it works at scale.", "tweet_type": "analysis", "timeline": "years", "summary": "Long TSLA as shareholder; sees $25K cost advantage + free-launch strategy eating Waymo's market share at scale.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "It doesn't make any economic sense for tesla coming in early if they're faced with barriers like customer sentiment, or regulations.   When Tesla does move in, they're making cars at $25k at cost (with factories behind it), drive anywhere, compete anywhere. I heard they're starting for free in LA, which will eat up all market share.  As shareholder, i can't care to see profits right now. I want to see it works at scale.", "reply_text": null, "parent_text": "@DeepValueBagger Interesting. You think Tesla let Waymo be first mover on purpose?", "quoted_text": null, "parent_author": "hypergrowth102", "ret_m1d": 0.034980135345500596, "ret_signed_m1d": 0.034980135345500596, "alpha_spy_m1d": 0.03537691959610123, "alpha_c_m1d": 0.025804420834464548, "bench_spy_m1d": -0.0003967842506006347, "bench_c_m1d": 0.009175714511036048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005812356915055328, "ret_signed_p1d": -0.005812356915055328, "alpha_spy_p1d": -0.012899224985910451, "alpha_c_p1d": -0.011338128184497642, "bench_spy_p1d": 0.0070868680708551235, "bench_c_p1d": 0.0055257712694423144, "ret_p1w": -0.021051893834391544, "ret_signed_p1w": -0.021051893834391544, "alpha_spy_p1w": -0.03297171685187372, "alpha_c_p1w": -0.03032893055732644, "bench_spy_p1w": 0.011919823017482178, "bench_c_p1w": 0.009277036722934895, "ret_p1m": 0.2703075844335694, "ret_signed_p1m": 0.2703075844335694, "alpha_spy_p1m": 0.20627252187615142, "alpha_c_p1m": 0.18052751144251666, "bench_spy_p1m": 0.06403506255741798, "bench_c_p1m": 0.08978007299105273, "ret_p3m": 0.15391973388187674, "ret_signed_p3m": 0.15391973388187674, "alpha_spy_p3m": 0.0019325033031265537, "alpha_c_p3m": 0.004873275890011186, "bench_spy_p3m": 0.1519872305787502, "bench_c_p3m": 0.14904645799186556, "ret_p6m": 0.5912248552561974, "ret_signed_p6m": 0.5912248552561974, "alpha_spy_p6m": 0.37289284249079424, "alpha_c_p6m": 0.3781145578649592, "bench_spy_p6m": 0.21833201276540315, "bench_c_p6m": 0.2131102973912382, "ret_p1y": 0.4198326832917667, "ret_signed_p1y": 0.4198326832917667, "alpha_spy_p1y": 0.12455957239497728, "alpha_c_p1y": 0.18935816489061397, "bench_spy_p1y": 0.2952731108967894, "bench_c_p1y": 0.23047451840115274, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.4198326832917667, "alpha_spy_stated": 0.12455957239497728, "alpha_c_stated": 0.18935816489061397, "price_path": [0.4339, 0.3598, 0.39, 0.3403, 0.3266, 0.2816, 0.243, 0.1642, 0.1926, 0.2615, 0.2611, 0.2611, 0.255, 0.2779, 0.256, 0.1972, 0.1714, 0.0731, 0.0306, -0.0007, 0.0383, 0.0088, -0.0359, -0.0108, -0.0663, -0.0691, -0.2127, -0.1828, -0.1207, -0.147, -0.114, -0.1565, -0.2015, -0.1641, -0.1627, -0.1185, -0.0134, 0.0212, -0.0358, -0.032, -0.066, -0.0815, -0.0486, 0.0021, -0.0527, -0.1514, -0.1732, -0.2137, -0.0353, -0.1055, -0.1058, -0.1056, -0.0994, -0.1439, -0.1446, -0.1446, -0.1937, -0.1566, -0.1114, -0.0803, 0.0099, 0.0132, 0.035, 0.0, -0.0058, 0.0179, -0.0067, -0.0241, -0.0211, 0.0094, 0.0571, 0.1284, 0.184, 0.2322, 0.215, 0.2404, 0.2124, 0.2185, 0.1859, 0.2087, 0.2027, 0.2027, 0.2861, 0.2649, 0.2703, 0.2279, 0.2145, 0.2201, 0.1768, 0.009, 0.046, 0.0936, 0.1557, 0.1569, 0.131, 0.1529, 0.1665, 0.1212, 0.1414, 0.1414, 0.1418, 0.2358, 0.2067, 0.1609, 0.1546, 0.147, 0.1258, 0.0657, 0.1187, 0.1176, 0.1176, 0.0417, 0.0555, 0.0486, 0.0982, 0.1111, 0.1231, 0.1014, 0.14, 0.132, 0.1683, 0.1642, 0.177, 0.1786, 0.082, 0.1201, 0.1539, 0.1384, 0.1307, 0.0925, 0.0725, 0.096, 0.0941, 0.1338, 0.1422, 0.1683, 0.2016, 0.208, 0.2028, 0.1893, 0.1715, 0.1878, 0.1671, 0.1479, 0.1345, 0.205, 0.2284, 0.2463, 0.239, 0.2262, 0.1833, 0.1833, 0.1673, 0.184, 0.1998, 0.2434, 0.2277, 0.2297, 0.2326, 0.3071, 0.4032, 0.4532, 0.4943, 0.5093, 0.4774, 0.51, 0.5389, 0.5093, 0.5693, 0.5005, 0.5608, 0.5708, 0.5761, 0.6284, 0.5452, 0.5234, 0.6064, 0.5349, 0.5548, 0.5436, 0.4654, 0.5449, 0.5213, 0.5422, 0.5195, 0.557, 0.5857, 0.5686, 0.5557, 0.5912]}
{"unit_id": "quote:1895561275146658191", "ticker_idx": 0, "ts": "2025-02-28T19:46:40+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wow, asteroid mining mission for platinum just launched via SpaceX. New use cases popping up guys. $rklb", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB as space launch activity expands with new use cases like asteroid mining.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Wow, asteroid mining mission for platinum just launched via SpaceX.  New use cases popping up guys.\n\n$rklb", "reply_text": null, "parent_text": null, "quoted_text": "🚨SPACE BREAKTHROUGH: SPACEX LAUNCHES FIRST ASTEROID MINING MISSION\n\nA SpaceX rocket has launched Odin, a spacecraft built by startup AstroForge, on a mission to study asteroid 2022 OB5, which is 1 million miles from Earth.\n\nThe asteroid is believed to contain platinum and other https://t.co/btIijZOMza", "parent_author": null, "ret_m1d": -0.03221082746630466, "ret_signed_m1d": -0.03221082746630466, "alpha_spy_m1d": -0.016845127826928596, "alpha_c_m1d": -0.019007671045731755, "bench_spy_m1d": -0.015365699639376063, "bench_c_m1d": -0.013203156420572904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0893118567178095, "ret_signed_p1d": -0.0893118567178095, "alpha_spy_p1d": -0.07179187905150519, "alpha_c_p1d": -0.07508168420785011, "bench_spy_p1d": -0.01751997766630431, "bench_c_p1d": -0.014230172509959393, "ret_p1w": -0.08247928516035274, "ret_signed_p1w": -0.08247928516035274, "alpha_spy_p1w": -0.051747781401362714, "alpha_c_p1w": -0.067222324685416, "bench_spy_p1w": -0.03073150375899003, "bench_c_p1w": -0.015256960474936743, "ret_p1m": -0.1273792405810813, "ret_signed_p1m": -0.1273792405810813, "alpha_spy_p1m": -0.07166003414610167, "alpha_c_p1m": -0.09174974382124634, "bench_spy_p1m": -0.05571920643497963, "bench_c_p1m": -0.035629496759834955, "ret_p3m": 0.41190827859130996, "ret_signed_p3m": 0.41190827859130996, "alpha_spy_p3m": 0.419787969179354, "alpha_c_p3m": 0.36270366856200287, "bench_spy_p3m": -0.007879690588044053, "bench_c_p3m": 0.049204610029307094, "ret_p6m": 1.3045388847325632, "ret_signed_p6m": 1.3045388847325632, "alpha_spy_p6m": 1.2168085005838034, "alpha_c_p6m": 1.1856467161750874, "bench_spy_p6m": 0.08773038414875978, "bench_c_p6m": 0.11889216855747575, "ret_p1y": 2.4109321703440143, "ret_signed_p1y": 2.4109321703440143, "alpha_spy_p1y": 2.2482057668923217, "alpha_c_p1y": 2.1090477258509033, "bench_spy_p1y": 0.16272640345169265, "bench_c_p1y": 0.301884444493111, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1273792405810813, "alpha_spy_stated": -0.07166003414610167, "alpha_c_stated": -0.09174974382124634, "price_path": [0.123, 0.1279, 0.1674, 0.2045, 0.1342, 0.1152, 0.1396, 0.102, 0.1918, 0.264, 0.287, 0.1186, 0.1332, 0.2138, 0.2489, 0.2982, 0.2982, 0.388, 0.3285, 0.2845, 0.243, 0.243, 0.2182, 0.4026, 0.4056, 0.3641, 0.3353, 0.3353, 0.3133, 0.1669, 0.1791, 0.2138, 0.2025, 0.1713, 0.1713, 0.5261, 0.4456, 0.5408, 0.4817, 0.4363, 0.4143, 0.409, 0.3924, 0.4178, 0.3851, 0.3997, 0.3958, 0.3509, 0.3377, 0.4934, 0.3773, 0.348, 0.3812, 0.3675, 0.3675, 0.3538, 0.2655, 0.2328, 0.1493, 0.0976, -0.0102, 0.0371, -0.0322, 0.0, -0.0893, -0.073, -0.0044, -0.0893, -0.0825, -0.1645, -0.1298, -0.1005, -0.1425, -0.082, -0.0678, -0.1225, -0.0835, -0.0957, -0.0756, -0.0137, -0.0107, -0.0512, -0.101, -0.0913, -0.1274, -0.1142, -0.0561, -0.1269, -0.2011, -0.1449, -0.1615, 0.0049, -0.042, -0.042, -0.0664, 0.0283, -0.0251, -0.0366, -0.0366, -0.0898, -0.0708, -0.0098, 0.0678, 0.0922, 0.1064, 0.0932, 0.0634, 0.0796, 0.122, 0.0971, 0.0918, 0.0878, 0.1274, 0.001, 0.0376, 0.0654, 0.1776, 0.2308, 0.2479, 0.2592, 0.2689, 0.2284, 0.2601, 0.2406, 0.2406, 0.4036, 0.4119, 0.3348, 0.3075, 0.2982, 0.3041, 0.3133, 0.2909, 0.4114, 0.4466, 0.326, 0.3353, 0.2884, 0.2401, 0.2958, 0.2894, 0.3592, 0.3592, 0.4661, 0.5998, 0.633, 0.5788, 0.7638, 0.7267, 0.7457, 0.6755, 0.7413, 0.7404, 0.7404, 0.8975, 0.8907, 0.9102, 0.9082, 0.9048, 1.1088, 1.1767, 1.3275, 1.5051, 1.5081, 1.3031, 1.2879, 1.3987, 1.349, 1.3148, 1.2016, 1.1371, 1.2665, 1.2411, 1.1869, 1.1737, 1.184, 1.1523, 1.1576, 1.1811, 1.1972, 1.1196, 1.0986, 1.0893, 1.1606, 1.1947, 0.9971, 0.9858, 1.0268, 1.1659, 1.3045]}
{"unit_id": "reply:1899575058592354727", "ticker_idx": 0, "ts": "2025-03-11T21:36:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time to squeeze the shorts", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TSLA; expects a short squeeze on news of doubling US vehicle output.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChrisDungeon Time to squeeze the shorts", "reply_text": null, "parent_text": "$TSLA to double US vehicle output over next 2 years.\n\n🤯🤯🤯", "quoted_text": null, "parent_author": "ChrisDungeon", "ret_m1d": -0.07057920418116292, "ret_signed_m1d": -0.07057920418116292, "alpha_spy_m1d": -0.0653007264053328, "alpha_c_m1d": -0.06480774826555946, "bench_spy_m1d": -0.005278477775830126, "bench_c_m1d": -0.005771455915603463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02986820819658198, "ret_signed_p1d": -0.02986820819658198, "alpha_spy_p1d": -0.016537660785145514, "alpha_c_p1d": -0.004909909795484224, "bench_spy_p1d": -0.013330547411436466, "bench_c_p1d": -0.024958298401097756, "ret_p1w": -0.04929660973061645, "ret_signed_p1w": -0.04929660973061645, "alpha_spy_p1w": -0.06407654744948843, "alpha_c_p1w": -0.04767649977748545, "bench_spy_p1w": 0.014779937718871983, "bench_c_p1w": -0.0016201099531309993, "ret_p1m": 0.0173727180547969, "ret_signed_p1m": 0.0173727180547969, "alpha_spy_p1m": 0.07590495932451968, "alpha_c_p1m": 0.06350650283895265, "bench_spy_p1m": -0.058532241269722785, "bench_c_p1m": -0.04613378478415575, "ret_p3m": 0.24382277047555578, "ret_signed_p3m": 0.24382277047555578, "alpha_spy_p3m": 0.16757248805105718, "alpha_c_p3m": 0.1581210661214496, "bench_spy_p3m": 0.0762502824244986, "bench_c_p3m": 0.08570170435410618, "ret_p6m": 0.364545139975051, "ret_signed_p6m": 0.364545139975051, "alpha_spy_p6m": 0.1961206099105326, "alpha_c_p6m": 0.1682273972208188, "bench_spy_p6m": 0.1684245300645184, "bench_c_p6m": 0.1963177427542322, "ret_p1y": 0.6224354698180545, "ret_signed_p1y": 0.6224354698180545, "alpha_spy_p1y": 0.38056224170548103, "alpha_c_p1y": 0.42898581451972007, "bench_spy_p1y": 0.2418732281125735, "bench_c_p1y": 0.19344965529833447, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0173727180547969, "alpha_spy_stated": 0.07590495932451968, "alpha_c_stated": 0.06350650283895265, "price_path": [0.7584, 0.8663, 0.9342, 0.7741, 0.7581, 0.6972, 0.7357, 0.8634, 0.8634, 0.8305, 0.7399, 0.6825, 0.6278, 0.6278, 0.5288, 0.6544, 0.6569, 0.5896, 0.5919, 0.5919, 0.5911, 0.6257, 0.5976, 0.7261, 0.668, 0.7191, 0.7191, 0.7093, 0.6732, 0.6622, 0.6388, 0.6008, 0.6046, 0.5684, 0.6134, 0.6309, 0.5465, 0.5809, 0.5243, 0.5088, 0.4576, 0.4137, 0.3241, 0.3564, 0.4347, 0.4343, 0.4343, 0.4273, 0.4533, 0.4285, 0.3616, 0.3323, 0.2205, 0.1722, 0.1365, 0.1809, 0.1474, 0.0965, 0.125, 0.0619, 0.0588, -0.1046, -0.0706, 0.0, -0.0299, 0.0076, -0.0406, -0.0918, -0.0493, -0.0477, 0.0025, 0.1221, 0.1614, 0.0966, 0.1009, 0.0623, 0.0446, 0.0821, 0.1397, 0.0774, -0.0349, -0.0597, -0.1057, 0.0972, 0.0174, 0.017, 0.0172, 0.0243, -0.0264, -0.0271, -0.0271, -0.083, -0.0408, 0.0107, 0.046, 0.1486, 0.1523, 0.1771, 0.1373, 0.1307, 0.1577, 0.1297, 0.1099, 0.1134, 0.1481, 0.2022, 0.2833, 0.3466, 0.4014, 0.3818, 0.4107, 0.3789, 0.3859, 0.3488, 0.3747, 0.3678, 0.3678, 0.4627, 0.4386, 0.4448, 0.3965, 0.3813, 0.3877, 0.3384, 0.1476, 0.1896, 0.2438, 0.3144, 0.3158, 0.2863, 0.3113, 0.3267, 0.2751, 0.2981, 0.2981, 0.2986, 0.4055, 0.3724, 0.3203, 0.3132, 0.3045, 0.2804, 0.2121, 0.2723, 0.2711, 0.2711, 0.1848, 0.2004, 0.1926, 0.249, 0.2637, 0.2774, 0.2527, 0.2966, 0.2875, 0.3288, 0.3241, 0.3387, 0.3405, 0.2306, 0.274, 0.3124, 0.2947, 0.286, 0.2426, 0.2198, 0.2466, 0.2444, 0.2895, 0.299, 0.3288, 0.3666, 0.3739, 0.368, 0.3527, 0.3324, 0.351, 0.3274, 0.3056, 0.2903, 0.3705, 0.3971, 0.4175, 0.4092, 0.3946, 0.3458, 0.3458, 0.3276, 0.3466, 0.3645]}
{"unit_id": "reply:1895226089527746976", "ticker_idx": 0, "ts": "2025-02-27T21:34:45+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "keep. $RKLB needs more time.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Hold RKLB; needs more time to play out.", "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": "reply_other", "lang": "en", "tweet_text": "@Ze1ooooo keep. $RKLB needs more time.", "reply_text": null, "parent_text": "@DeepValueBagger Sell or keep?", "quoted_text": null, "parent_author": "Ze1ooooo", "ret_m1d": -0.03221082746630466, "ret_signed_m1d": -0.03221082746630466, "alpha_spy_m1d": -0.016845127826928596, "alpha_c_m1d": -0.019007671045731755, "bench_spy_m1d": -0.015365699639376063, "bench_c_m1d": -0.013203156420572904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0893118567178095, "ret_signed_p1d": -0.0893118567178095, "alpha_spy_p1d": -0.07179187905150519, "alpha_c_p1d": -0.07508168420785011, "bench_spy_p1d": -0.01751997766630431, "bench_c_p1d": -0.014230172509959393, "ret_p1w": -0.08247928516035274, "ret_signed_p1w": -0.08247928516035274, "alpha_spy_p1w": -0.051747781401362714, "alpha_c_p1w": -0.067222324685416, "bench_spy_p1w": -0.03073150375899003, "bench_c_p1w": -0.015256960474936743, "ret_p1m": -0.1273792405810813, "ret_signed_p1m": -0.1273792405810813, "alpha_spy_p1m": -0.07166003414610167, "alpha_c_p1m": -0.09174974382124634, "bench_spy_p1m": -0.05571920643497963, "bench_c_p1m": -0.035629496759834955, "ret_p3m": 0.41190827859130996, "ret_signed_p3m": 0.41190827859130996, "alpha_spy_p3m": 0.419787969179354, "alpha_c_p3m": 0.36270366856200287, "bench_spy_p3m": -0.007879690588044053, "bench_c_p3m": 0.049204610029307094, "ret_p6m": 1.3045388847325632, "ret_signed_p6m": 1.3045388847325632, "alpha_spy_p6m": 1.2168085005838034, "alpha_c_p6m": 1.1856467161750874, "bench_spy_p6m": 0.08773038414875978, "bench_c_p6m": 0.11889216855747575, "ret_p1y": 2.4109321703440143, "ret_signed_p1y": 2.4109321703440143, "alpha_spy_p1y": 2.2482057668923217, "alpha_c_p1y": 2.1090477258509033, "bench_spy_p1y": 0.16272640345169265, "bench_c_p1y": 0.301884444493111, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1273792405810813, "alpha_spy_stated": -0.07166003414610167, "alpha_c_stated": -0.09174974382124634, "price_path": [0.123, 0.1279, 0.1674, 0.2045, 0.1342, 0.1152, 0.1396, 0.102, 0.1918, 0.264, 0.287, 0.1186, 0.1332, 0.2138, 0.2489, 0.2982, 0.2982, 0.388, 0.3285, 0.2845, 0.243, 0.243, 0.2182, 0.4026, 0.4056, 0.3641, 0.3353, 0.3353, 0.3133, 0.1669, 0.1791, 0.2138, 0.2025, 0.1713, 0.1713, 0.5261, 0.4456, 0.5408, 0.4817, 0.4363, 0.4143, 0.409, 0.3924, 0.4178, 0.3851, 0.3997, 0.3958, 0.3509, 0.3377, 0.4934, 0.3773, 0.348, 0.3812, 0.3675, 0.3675, 0.3538, 0.2655, 0.2328, 0.1493, 0.0976, -0.0102, 0.0371, -0.0322, 0.0, -0.0893, -0.073, -0.0044, -0.0893, -0.0825, -0.1645, -0.1298, -0.1005, -0.1425, -0.082, -0.0678, -0.1225, -0.0835, -0.0957, -0.0756, -0.0137, -0.0107, -0.0512, -0.101, -0.0913, -0.1274, -0.1142, -0.0561, -0.1269, -0.2011, -0.1449, -0.1615, 0.0049, -0.042, -0.042, -0.0664, 0.0283, -0.0251, -0.0366, -0.0366, -0.0898, -0.0708, -0.0098, 0.0678, 0.0922, 0.1064, 0.0932, 0.0634, 0.0796, 0.122, 0.0971, 0.0918, 0.0878, 0.1274, 0.001, 0.0376, 0.0654, 0.1776, 0.2308, 0.2479, 0.2592, 0.2689, 0.2284, 0.2601, 0.2406, 0.2406, 0.4036, 0.4119, 0.3348, 0.3075, 0.2982, 0.3041, 0.3133, 0.2909, 0.4114, 0.4466, 0.326, 0.3353, 0.2884, 0.2401, 0.2958, 0.2894, 0.3592, 0.3592, 0.4661, 0.5998, 0.633, 0.5788, 0.7638, 0.7267, 0.7457, 0.6755, 0.7413, 0.7404, 0.7404, 0.8975, 0.8907, 0.9102, 0.9082, 0.9048, 1.1088, 1.1767, 1.3275, 1.5051, 1.5081, 1.3031, 1.2879, 1.3987, 1.349, 1.3148, 1.2016, 1.1371, 1.2665, 1.2411, 1.1869, 1.1737, 1.184, 1.1523, 1.1576, 1.1811, 1.1972, 1.1196, 1.0986, 1.0893, 1.1606, 1.1947, 0.9971, 0.9858, 1.0268, 1.1659, 1.3045]}
{"unit_id": "reply:1939725104524530041", "ticker_idx": 0, "ts": "2025-06-30T16:37:57+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is a generational company!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Robinhood as a generational company following its tokenization, private markets, and crypto chain launches.", "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": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy nice summary. it is a generational company!", "reply_text": null, "parent_text": "🚨 $HOOD just changed the game forever.\n\nToday, Robinhood has:\n🪙 Launched tokenization\n🏛️ Opened access to private market investing\n🧬 Unveiled their own Robinhood Chain\n💵 Teed up a USDG stablecoin rollout \n🌍 Expanded crypto access across the EU\n📈 Dropped crypto perpetual", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.11321156450994274, "ret_signed_m1d": -0.11321156450994274, "alpha_spy_m1d": -0.10845313608078744, "alpha_c_m1d": -0.10500078251689726, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013884390264849888, "ret_signed_p1d": -0.013884390264849888, "alpha_spy_p1d": -0.013560775980715145, "alpha_c_p1d": -0.01942198385381355, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": -0.001815637871751652, "ret_signed_p1w": -0.001815637871751652, "alpha_spy_p1w": -0.006396078444632747, "alpha_c_p1w": -0.007735073248912427, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.10349249947299888, "ret_signed_p1m": 0.10349249947299888, "alpha_spy_p1m": 0.0753140853248222, "alpha_c_p1m": 0.09528156953660272, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": 0.309943448934594, "ret_signed_p3m": 0.309943448934594, "alpha_spy_p3m": 0.2419262186713449, "alpha_c_p3m": 0.2855779187884733, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": 0.2842037956951895, "ret_signed_p6m": 0.2842037956951895, "alpha_spy_p6m": 0.16434325747069933, "alpha_c_p6m": 0.21857760475121624, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": 0.1235715052250721, "ret_signed_p1y": 0.1235715052250721, "alpha_spy_p1y": -0.08585637768129173, "alpha_c_p1y": 0.0791341308289768, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10349249947299888, "alpha_spy_stated": 0.0753140853248222, "alpha_c_stated": 0.09528156953660272, "price_path": [-0.5442, -0.5914, -0.6314, -0.6218, -0.6351, -0.5492, -0.5673, -0.5335, -0.5286, -0.5292, -0.5657, -0.5602, -0.5602, -0.5744, -0.5505, -0.523, -0.4857, -0.4719, -0.4774, -0.4727, -0.4755, -0.5021, -0.481, -0.4868, -0.48, -0.4661, -0.4225, -0.4163, -0.3866, -0.3317, -0.3443, -0.3519, -0.3404, -0.3136, -0.3067, -0.318, -0.3082, -0.3253, -0.3253, -0.2949, -0.3043, -0.317, -0.2935, -0.274, -0.234, -0.2281, -0.2256, -0.2003, -0.2161, -0.2256, -0.2003, -0.2114, -0.2246, -0.1803, -0.1995, -0.1632, -0.1632, -0.1616, -0.1846, -0.1241, -0.1162, -0.0973, -0.1132, 0.0, -0.0139, 0.0465, 0.0082, 0.0082, -0.0018, -0.0252, 0.0097, 0.0541, 0.0503, 0.0676, 0.0631, 0.1027, 0.1262, 0.1721, 0.1144, 0.0878, 0.0902, 0.0886, 0.1198, 0.1403, 0.1035, 0.1332, 0.1006, 0.067, 0.1361, 0.1263, 0.1284, 0.188, 0.2243, 0.2135, 0.2185, 0.1601, 0.1824, 0.2194, 0.2285, 0.1481, 0.1251, 0.1353, 0.1676, 0.1528, 0.162, 0.0992, 0.1074, 0.1111, 0.1111, 0.077, 0.0768, 0.0991, 0.0814, 0.2526, 0.2656, 0.2545, 0.2576, 0.2286, 0.2264, 0.2537, 0.2671, 0.2914, 0.3327, 0.3339, 0.3479, 0.3543, 0.3099, 0.3007, 0.4602, 0.5292, 0.4861, 0.5561, 0.5878, 0.5407, 0.5486, 0.6113, 0.6283, 0.4841, 0.5025, 0.4413, 0.4328, 0.4038, 0.3875, 0.4504, 0.4081, 0.3588, 0.4347, 0.493, 0.5578, 0.562, 0.5465, 0.4746, 0.5677, 0.5709, 0.4611, 0.5217, 0.3573, 0.3923, 0.4512, 0.4091, 0.4203, 0.298, 0.3083, 0.2386, 0.2208, 0.262, 0.1344, 0.146, 0.2279, 0.2343, 0.3692, 0.3692, 0.3723, 0.3162, 0.3452, 0.4273, 0.4641, 0.4093, 0.4571, 0.4494, 0.4489, 0.3177, 0.2763, 0.231, 0.2752, 0.2368, 0.2513, 0.2961, 0.307, 0.2842]}
{"unit_id": "quote:1932224083804205060", "ticker_idx": 0, "ts": "2025-06-09T23:51:35+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mark my words, Apple will falter soon. Design sucks. They are so behind on AI.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AAPL: behind on AI, poor design, minimal AI compute spend; author expects it to falter.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "What the literally f*** $AAPL. I'm glad that I don't have to use this crap. Happy to be on OnePlus Open / Android for several years now. Mark my words, Apple will falter soon. \n\nDesign sucks. They are so behind on AI. They don't purchase any large quantity of AI Compute among the top tech (Google, Meta, Amazon, Microsoft, Tesla).  Sad thing is I'm forced to own this crap on $QQQ and $GPIX", "reply_text": null, "parent_text": null, "quoted_text": "Apple unveils the new iOS 26. #WWDC25 https://t.co/xY0JnSsV6O", "parent_author": null, "ret_m1d": -0.006019488733489342, "ret_signed_m1d": 0.006019488733489342, "alpha_spy_m1d": 0.00038183744970543554, "alpha_c_m1d": 0.0004563365429570698, "bench_spy_m1d": -0.0056376512837839066, "bench_c_m1d": -0.005563152190532272, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019193715350202756, "ret_signed_p1d": 0.019193715350202756, "alpha_spy_p1d": 0.016341842964821107, "alpha_c_p1d": 0.016993331265302225, "bench_spy_p1d": -0.0028518723853816486, "bench_c_p1d": -0.0022003840849005307, "ret_p1w": -0.03468689187468044, "ret_signed_p1w": 0.03468689187468044, "alpha_spy_p1w": 0.025484297479531293, "alpha_c_p1w": 0.03655520268888324, "bench_spy_p1w": -0.009202594395149144, "bench_c_p1w": 0.0018683108142028004, "ret_p1m": 0.041792195511688, "ret_signed_p1m": -0.041792195511688, "alpha_spy_p1m": -0.003944950696691318, "alpha_c_p1m": 0.030393427705834197, "bench_spy_p1m": 0.03784724481499668, "bench_c_p1m": 0.0721856232175222, "ret_p3m": 0.1840037128595935, "ret_signed_p3m": -0.1840037128595935, "alpha_spy_p3m": -0.1076068259859857, "alpha_c_p3m": -0.09090104564019419, "bench_spy_p3m": 0.0763968868736078, "bench_c_p3m": 0.0931026672193993, "ret_p6m": 0.40498477100190144, "ret_signed_p6m": -0.40498477100190144, "alpha_spy_p6m": -0.26448356479576396, "alpha_c_p6m": -0.19751214009687668, "bench_spy_p6m": 0.14050120620613749, "bench_c_p6m": 0.20747263090502477, "ret_p1y": 0.5480822498175506, "ret_signed_p1y": -0.5480822498175506, "alpha_spy_p1y": -0.2824949116875817, "alpha_c_p1y": 0.01224342692844771, "bench_spy_p1y": 0.26558733812996893, "bench_c_p1y": 0.5603256767459983, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.041792195511688, "alpha_spy_stated": -0.003944950696691318, "alpha_c_stated": 0.030393427705834197, "price_path": [0.0332, 0.052, 0.0545, 0.0481, 0.0606, 0.055, 0.0756, 0.0877, 0.1026, 0.0916, 0.1031, 0.0737, 0.0946, 0.0998, 0.1033, 0.0013, -0.0717, -0.1058, -0.1504, -0.0201, -0.0617, -0.0236, -0.002, -0.0039, -0.0427, -0.0293, -0.0293, -0.0482, -0.0157, 0.0082, 0.0268, 0.0313, 0.0355, 0.0408, 0.0471, 0.0512, 0.0119, -0.0199, -0.0218, -0.0329, -0.0268, -0.0217, 0.0401, 0.0506, 0.0477, 0.0433, 0.0424, 0.0301, 0.0207, -0.0029, -0.0065, -0.0365, -0.0365, -0.0121, -0.0111, -0.0134, -0.009, -0.0048, 0.003, 0.0007, -0.0101, 0.0062, -0.006, 0.0, -0.0192, -0.0171, -0.0307, -0.021, -0.0347, -0.03, -0.03, -0.0082, -0.0058, -0.0117, -0.0055, -0.0082, -0.0078, 0.0123, 0.0254, 0.0482, 0.0537, 0.0537, 0.0359, 0.0362, 0.0418, 0.0481, 0.0419, 0.0294, 0.0318, 0.037, 0.0363, 0.042, 0.0484, 0.0579, 0.0566, 0.0547, 0.0553, 0.0562, 0.0424, 0.0315, 0.0242, -0.0014, 0.0034, 0.0012, 0.0522, 0.0857, 0.1316, 0.1222, 0.1344, 0.1526, 0.1499, 0.144, 0.1405, 0.1389, 0.1164, 0.1109, 0.1251, 0.1221, 0.1327, 0.1386, 0.1488, 0.1467, 0.1467, 0.1348, 0.178, 0.1844, 0.184, 0.1751, 0.1576, 0.1203, 0.1363, 0.1562, 0.1692, 0.1764, 0.1805, 0.1751, 0.2127, 0.265, 0.2568, 0.2463, 0.2689, 0.2619, 0.2568, 0.2578, 0.2619, 0.2702, 0.2745, 0.268, 0.2669, 0.2747, 0.2549, 0.2116, 0.2234, 0.2239, 0.2317, 0.2223, 0.2462, 0.2954, 0.298, 0.2767, 0.2823, 0.2983, 0.3278, 0.3288, 0.3322, 0.3406, 0.3356, 0.329, 0.3339, 0.3344, 0.3326, 0.3262, 0.3322, 0.361, 0.3522, 0.3496, 0.3469, 0.3225, 0.3224, 0.3279, 0.3165, 0.3424, 0.3643, 0.3695, 0.3724, 0.3724, 0.3788, 0.3998, 0.4151, 0.405]}
{"unit_id": "reply:1887225856759930948", "ticker_idx": 0, "ts": "2025-02-05T19:44:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you can pay $rklb to launch your satellites $asts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on RKLB and ASTS as a synergistic pair — RKLB launches ASTS satellites.", "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": "reply_other", "lang": "en", "tweet_text": "@OperationATM My thesis is you can pay $rklb to launch your satellites $asts\n\nhttps://t.co/sadNm1Zljk", "reply_text": null, "parent_text": "@DeepValueBagger What happened to your thesis", "quoted_text": null, "parent_author": "OperationATM", "ret_m1d": 0.0027972000922729112, "ret_signed_m1d": 0.0027972000922729112, "alpha_spy_m1d": 0.006835251187561675, "alpha_c_m1d": 0.0035263946022434656, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.0007291945099705543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03216783440639481, "ret_signed_p1d": -0.03216783440639481, "alpha_spy_p1d": -0.03564356669743651, "alpha_c_p1d": -0.036689520798547925, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.0045216863921531125, "ret_p1w": -0.03426571780297183, "ret_signed_p1w": -0.03426571780297183, "alpha_spy_p1w": -0.032842402912558244, "alpha_c_p1w": -0.03886032364612191, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.004594605843150079, "ret_p1m": -0.34755246159010056, "ret_signed_p1m": -0.34755246159010056, "alpha_spy_p1m": -0.2954027095066287, "alpha_c_p1m": -0.31531786826233243, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.032234593327768124, "ret_p3m": -0.21398604047567138, "ret_signed_p3m": -0.21398604047567138, "alpha_spy_p3m": -0.1494155465238607, "alpha_c_p3m": -0.1989891290623711, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.014996911413300285, "ret_p6m": 0.6055943201559331, "ret_signed_p6m": 0.6055943201559331, "alpha_spy_p6m": 0.5532362029098423, "alpha_c_p6m": 0.49021340788256884, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.11538091227336422, "ret_p1y": 2.1083916202839723, "ret_signed_p1y": 2.1083916202839723, "alpha_spy_p1y": 1.954302397458288, "alpha_c_p1y": 1.8942968234100053, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.21409479687396704, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34755246159010056, "alpha_spy_stated": -0.2954027095066287, "alpha_c_stated": -0.31531786826233243, "price_path": [-0.5276, -0.4832, -0.4874, -0.3416, -0.393, -0.3357, -0.3255, -0.2832, -0.2944, -0.2164, -0.1867, -0.1587, -0.1105, -0.1024, -0.1024, -0.0462, -0.1554, -0.1955, -0.192, -0.1636, -0.1371, -0.1874, -0.201, -0.1836, -0.2105, -0.1462, -0.0944, -0.078, -0.1986, -0.1881, -0.1304, -0.1052, -0.0699, -0.0699, -0.0056, -0.0483, -0.0797, -0.1094, -0.1094, -0.1273, 0.0049, 0.007, -0.0227, -0.0434, -0.0434, -0.0591, -0.164, -0.1552, -0.1304, -0.1385, -0.1608, -0.1608, 0.0934, 0.0357, 0.1038, 0.0615, 0.029, 0.0133, 0.0094, -0.0024, 0.0157, -0.0077, 0.0028, 0.0, -0.0322, -0.0416, 0.0699, -0.0133, -0.0343, -0.0105, -0.0203, -0.0203, -0.0301, -0.0934, -0.1168, -0.1766, -0.2136, -0.2909, -0.257, -0.3066, -0.2836, -0.3476, -0.3358, -0.2867, -0.3476, -0.3427, -0.4014, -0.3766, -0.3556, -0.3857, -0.3423, -0.3322, -0.3713, -0.3434, -0.3521, -0.3378, -0.2934, -0.2913, -0.3203, -0.3559, -0.349, -0.3748, -0.3654, -0.3238, -0.3745, -0.4276, -0.3874, -0.3993, -0.2801, -0.3136, -0.3136, -0.3311, -0.2633, -0.3016, -0.3098, -0.3098, -0.3479, -0.3343, -0.2906, -0.235, -0.2175, -0.2073, -0.2168, -0.2381, -0.2266, -0.1962, -0.214, -0.2178, -0.2206, -0.1923, -0.2829, -0.2566, -0.2367, -0.1563, -0.1182, -0.1059, -0.0979, -0.0909, -0.1199, -0.0972, -0.1112, -0.1112, 0.0056, 0.0115, -0.0437, -0.0633, -0.0699, -0.0657, -0.0591, -0.0752, 0.0112, 0.0364, -0.05, -0.0434, -0.0769, -0.1115, -0.0717, -0.0762, -0.0262, -0.0262, 0.0503, 0.1462, 0.1699, 0.1311, 0.2636, 0.2371, 0.2507, 0.2003, 0.2476, 0.2469, 0.2469, 0.3594, 0.3545, 0.3685, 0.3671, 0.3647, 0.5108, 0.5594, 0.6675, 0.7948, 0.7969, 0.65, 0.6392, 0.7185, 0.6829, 0.6584, 0.5773, 0.5311, 0.6238, 0.6056]}
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{"unit_id": "reply:1932150904351777015", "ticker_idx": 0, "ts": "2025-06-09T19:00:47+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Screw all the weak hands. Get on the train and goooo", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish RKLB; urging staying long into an anticipated move this 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": "reply_other", "lang": "en", "tweet_text": "@XFinancialX Screw all the weak hands. Get on the train and goooo https://t.co/OFkcf7O0F2", "reply_text": null, "parent_text": "Things are about to get fucking crazy this week $RKLB https://t.co/hYB91rWiID", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023390954896675642, "alpha_c_m1d": -0.02518929159058192, "bench_spy_m1d": -0.0009005204130689837, "bench_c_m1d": 0.0008978162808372936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900292647694541, "alpha_c_p1d": -0.07898244665100207, "bench_spy_p1d": 0.005669614593777128, "bench_c_p1d": -0.004350865232166212, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925357805384173, "alpha_c_p1w": -0.09617099409698482, "bench_spy_p1w": 0.00500255861329979, "bench_c_p1w": -0.008080025343557118, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.26950777844418305, "alpha_c_p1m": 0.2758499341425178, "bench_spy_p1m": 0.037509848958213965, "bench_c_p1m": 0.031167693259879226, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476106702302014, "alpha_c_p3m": 0.4010189468533585, "bench_spy_p3m": 0.08564387777197724, "bench_c_p3m": 0.04938599794163889, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.27062085645487244, "alpha_c_p6m": 0.3510752336488412, "bench_spy_p6m": 0.14300945355492423, "bench_c_p6m": 0.06255507636095547, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027085332873978, "alpha_c_p1y": 3.8485364548561822, "bench_spy_p1y": 0.2657799559534566, "bench_c_p1y": 0.21995203438467192, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.10425101944054194, "alpha_spy_stated": -0.10925357805384173, "alpha_c_stated": -0.09617099409698482, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
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{"unit_id": "quote:1900285759354962162", "ticker_idx": 0, "ts": "2025-03-13T20:40:05+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great signal from $intc incoming ceo Lip bu Tan", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on INTC; views Lip-Bu Tan becoming CEO as a positive signal for the stock.", "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": "Great signal from $intc incoming ceo Lip bu Tan", "reply_text": null, "parent_text": null, "quoted_text": "Lip-Bu Tan left Intel’s board over key disagreements with Pat Gelsinger’s strategy. His concerns could reveal where Intel is headed next:\n\n•Too much middle management, slowing efficiency\n\n•Intel’s risk-averse culture blocks bold decision-making\n\n•Foundry expansion needs a more", "parent_author": null, "ret_m1d": -0.014552951568570283, "ret_signed_m1d": -0.014552951568570283, "alpha_spy_m1d": 0.0056848148591931436, "alpha_c_m1d": 0.016430873860668327, "bench_spy_m1d": -0.020237766427763426, "bench_c_m1d": -0.03098382542923861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06819132428369734, "ret_signed_p1d": 0.06819132428369734, "alpha_spy_p1d": 0.06047987633914209, "alpha_c_p1d": 0.0576427205507839, "bench_spy_p1d": 0.00771144794455525, "bench_c_p1d": 0.010548603732913442, "ret_p1w": 0.008731850248780093, "ret_signed_p1w": 0.008731850248780093, "alpha_spy_p1w": 0.0036384626518672913, "alpha_c_p1w": 0.016676422603878693, "bench_spy_p1w": 0.005093387596912802, "bench_c_p1w": -0.0079445723550986, "ret_p1m": -0.15550935092567086, "ret_signed_p1m": -0.15550935092567086, "alpha_spy_p1m": -0.11629867157789275, "alpha_c_p1m": -0.04534469083229298, "bench_spy_p1m": -0.03921067934777811, "bench_c_p1m": -0.11016466009337789, "ret_p3m": -0.14012470015764777, "ret_signed_p3m": -0.14012470015764777, "alpha_spy_p3m": -0.2118347353313188, "alpha_c_p3m": -0.2959704992908039, "bench_spy_p3m": 0.07171003517367103, "bench_c_p3m": 0.1558457991331561, "ret_p6m": 0.017879431135829682, "ret_signed_p6m": 0.017879431135829682, "alpha_spy_p6m": -0.14184717872585817, "alpha_c_p6m": -0.2908550181266665, "bench_spy_p6m": 0.15972660986168785, "bench_c_p6m": 0.30873444926249616, "ret_p1y": 0.7920997855045624, "ret_signed_p1y": 0.7920997855045624, "alpha_spy_p1y": 0.5690949824365288, "alpha_c_p1y": 0.06072846296589596, "bench_spy_p1y": 0.2230048030680336, "bench_c_p1y": 0.7313713225386664, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15550935092567086, "alpha_spy_stated": -0.11629867157789275, "alpha_c_stated": -0.04534469083229298, "price_path": [-0.1501, -0.1975, -0.2075, -0.1884, -0.1601, -0.1518, -0.1518, -0.1501, -0.1559, -0.1759, -0.1663, -0.1663, -0.1593, -0.1451, -0.1738, -0.168, -0.1734, -0.1734, -0.2037, -0.2017, -0.2017, -0.18, -0.1821, -0.1064, -0.1064, -0.0948, -0.0911, -0.1031, -0.1339, -0.1563, -0.1767, -0.1788, -0.168, -0.1921, -0.1942, -0.1979, -0.183, -0.1942, -0.2058, -0.178, -0.1281, -0.0653, 0.0033, -0.0187, -0.0187, 0.1389, 0.0694, 0.0848, 0.0341, 0.0091, -0.0441, -0.022, -0.0399, -0.0133, -0.0545, -0.1131, -0.1347, -0.1372, -0.1418, -0.1713, -0.1775, -0.1401, -0.0146, 0.0, 0.0682, 0.0778, 0.0029, -0.0037, 0.0087, 0.0071, 0.0062, -0.0262, -0.0179, -0.0557, -0.0557, -0.0832, -0.0861, -0.0674, -0.1746, -0.1863, -0.2462, -0.1048, -0.1734, -0.1792, -0.1555, -0.1746, -0.2004, -0.2129, -0.2129, -0.2166, -0.1888, -0.1439, -0.1064, -0.1663, -0.1472, -0.1543, -0.1642, -0.1692, -0.1426, -0.1572, -0.1709, -0.1555, -0.1268, -0.1094, -0.0778, -0.062, -0.1052, -0.104, -0.0994, -0.111, -0.1156, -0.1397, -0.1455, -0.1663, -0.1663, -0.1455, -0.153, -0.158, -0.1871, -0.1792, -0.1563, -0.158, -0.1688, -0.1659, -0.1484, -0.0819, -0.1401, -0.1364, -0.1626, -0.1376, -0.1351, -0.1064, -0.1064, -0.1235, -0.1189, -0.0624, -0.0769, -0.0644, -0.0565, -0.0686, -0.0499, -0.0902, -0.0649, -0.0649, -0.0852, -0.0191, -0.0254, -0.0096, -0.0258, -0.0312, -0.047, -0.0565, -0.052, -0.0395, -0.0328, -0.0337, -0.0233, -0.059, -0.1393, -0.1401, -0.1514, -0.1543, -0.1767, -0.1971, -0.1892, -0.1605, -0.1514, -0.178, -0.1705, -0.1414, -0.0931, -0.0761, -0.0079, 0.0212, -0.0162, 0.0524, -0.0212, -0.0229, 0.0312, 0.0208, 0.0125, 0.0333, 0.0366, 0.0125, 0.0125, 0.0067, -0.0021, 0.0233, 0.0183, 0.0179]}
{"unit_id": "quote:1884784041318043777", "ticker_idx": 0, "ts": "2025-01-30T02:01:47+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short on $asts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short ASTS on Apple/Starlink competitive threat; long RKLB as launch platform beneficiary.", "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": "Has anyone cut loss on $ASTS yet? I've warned since it was Dec 31.  Today it is down 12%, $17.70 per share.\n\nThe fact that - APPLE QUIETLY ADDS STARLINK TO IPHONES IN iOS 18.3 - should prompt you to readjust your thesis. \n\nYou're welcomed!", "reply_text": null, "parent_text": null, "quoted_text": "Short on $asts. Bullish on launch platform $rklb.", "parent_author": null, "ret_m1d": -0.02690828093099562, "ret_signed_m1d": 0.02690828093099562, "alpha_spy_m1d": 0.02156985045972004, "alpha_c_m1d": 0.02156985045972004, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.005338430471275579, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11147725363569361, "ret_signed_p1d": -0.11147725363569361, "alpha_spy_p1d": -0.11679916471766949, "alpha_c_p1d": -0.11679916471766949, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.005321911081975883, "ret_p1w": 0.48929171898521084, "ret_signed_p1w": -0.48929171898521084, "alpha_spy_p1w": -0.48717610850091875, "alpha_c_p1w": -0.48717610850091875, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": 0.0021156104842920964, "ret_p1m": 0.4887425575692521, "ret_signed_p1m": -0.4887425575692521, "alpha_spy_p1m": -0.5066917461850741, "alpha_c_p1m": -0.5066917461850741, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.017949188615821954, "ret_p3m": 0.31246572323605326, "ret_signed_p3m": -0.31246572323605326, "alpha_spy_p3m": -0.39353888432790485, "alpha_c_p3m": -0.39353888432790485, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.08107316109185159, "ret_p6m": 1.983800209567454, "ret_signed_p6m": -1.983800209567454, "alpha_spy_p6m": -1.9245220740462832, "alpha_c_p6m": -1.9245220740462832, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": 0.059278135521170894, "ret_p1y": 5.357496016668196, "ret_signed_p1y": -5.357496016668196, "alpha_spy_p1y": -5.200907596842179, "alpha_c_p1y": -5.200907596842179, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.156588419826017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4887425575692521, "alpha_spy_stated": -0.5066917461850741, "alpha_c_stated": -0.5066917461850741, "price_path": [0.3147, 0.3251, 0.2367, 0.1782, 0.2076, 0.3597, 0.3322, 0.5316, 0.4717, 0.3306, 0.4168, 0.4355, 0.2952, 0.3256, 0.3234, 0.3295, 0.2845, 0.279, 0.279, 0.3075, 0.2751, 0.2581, 0.2433, 0.2361, 0.3904, 0.427, 0.3377, 0.2938, 0.2812, 0.2894, 0.3344, 0.3608, 0.2828, 0.263, 0.2565, 0.2768, 0.29, 0.29, 0.3553, 0.2586, 0.1977, 0.1587, 0.1587, 0.1884, 0.3163, 0.3256, 0.263, 0.2361, 0.2361, 0.2284, 0.1571, 0.1247, 0.1829, 0.1532, 0.1411, 0.1411, 0.2685, 0.235, 0.0873, 0.1175, 0.0522, 0.106, -0.0269, 0.0, 0.1115, 0.179, 0.268, 0.3569, 0.4893, 0.4558, 0.71, 0.5596, 0.5162, 0.6502, 0.7628, 0.7628, 0.6969, 0.7117, 0.737, 0.5728, 0.5689, 0.4371, 0.4959, 0.4322, 0.4887, 0.4069, 0.5711, 0.8561, 0.7672, 0.8342, 0.6002, 0.5739, 0.5135, 0.4344, 0.5459, 0.5387, 0.4415, 0.4086, 0.3558, 0.4119, 0.609, 0.5678, 0.4986, 0.4168, 0.3213, 0.2488, 0.1999, 0.2306, 0.1851, 0.1021, 0.1713, 0.1148, 0.3256, 0.2707, 0.2784, 0.2581, 0.2586, 0.2295, 0.2845, 0.2845, 0.1403, 0.1697, 0.2312, 0.3218, 0.3048, 0.3317, 0.3125, 0.2746, 0.2641, 0.4509, 0.3591, 0.3773, 0.3904, 0.3866, 0.4146, 0.4915, 0.458, 0.4415, 0.441, 0.464, 0.3515, 0.3745, 0.3086, 0.3405, 0.3232, 0.3232, 0.3641, 0.3608, 0.2943, 0.2669, 0.3262, 0.3828, 0.5755, 0.6941, 0.7128, 0.9121, 0.961, 1.0027, 1.0275, 1.1071, 1.3015, 1.2021, 1.4355, 1.4355, 1.5228, 1.7567, 1.9226, 1.7441, 1.7798, 1.7106, 1.5662, 1.4772, 1.5102, 1.5041, 1.5041, 1.5091, 1.4964, 1.3339, 1.4146, 1.503, 1.6282, 1.8072, 1.8902, 2.1549, 2.184, 2.112, 2.1351, 2.2356, 2.2982, 1.9838]}
{"unit_id": "quote:1884784041318043777", "ticker_idx": 1, "ts": "2025-01-30T02:01:47+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish on launch platform $rklb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short ASTS on Apple/Starlink competitive threat; long RKLB as launch platform beneficiary.", "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": "Has anyone cut loss on $ASTS yet? I've warned since it was Dec 31.  Today it is down 12%, $17.70 per share.\n\nThe fact that - APPLE QUIETLY ADDS STARLINK TO IPHONES IN iOS 18.3 - should prompt you to readjust your thesis. \n\nYou're welcomed!", "reply_text": null, "parent_text": null, "quoted_text": "Short on $asts. Bullish on launch platform $rklb.", "parent_author": null, "ret_m1d": 0.01191728511759349, "ret_signed_m1d": 0.01191728511759349, "alpha_spy_m1d": 0.01725571558886907, "alpha_c_m1d": 0.02297021092588225, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.01105292580828876, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018226377073255584, "ret_signed_p1d": 0.018226377073255584, "alpha_spy_p1d": 0.023548288155231467, "alpha_c_p1d": 0.02525991508874681, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.007033538015491225, "ret_p1w": -0.029793212793983503, "ret_signed_p1w": -0.029793212793983503, "alpha_spy_p1w": -0.0319088232782756, "alpha_c_p1w": -0.018381472864690496, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": -0.011411739929293008, "ret_p1m": -0.2818086478101893, "ret_signed_p1m": -0.2818086478101893, "alpha_spy_p1m": -0.2638594591943674, "alpha_c_p1m": -0.26027701039347695, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.02153163741671238, "ret_p3m": -0.21486158151354695, "ret_signed_p3m": -0.21486158151354695, "alpha_spy_p3m": -0.13378842042169536, "alpha_c_p3m": -0.15278026541683298, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.06208131609671397, "ret_p6m": 0.662460538508753, "ret_signed_p6m": 0.662460538508753, "alpha_spy_p6m": 0.6031824029875821, "alpha_c_p6m": 0.5432523313416446, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": 0.11920820716710834, "ret_p1y": 2.3753943474959147, "ret_signed_p1y": 2.3753943474959147, "alpha_spy_p1y": 2.218805927669898, "alpha_c_p1y": 2.1610579878844787, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.21433635961143604, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2818086478101893, "alpha_spy_stated": -0.2638594591943674, "alpha_c_stated": -0.26027701039347695, "price_path": [-0.6057, -0.586, -0.5426, -0.5282, -0.5265, -0.4819, -0.4862, -0.34, -0.3915, -0.334, -0.3239, -0.2815, -0.2927, -0.2145, -0.1847, -0.1567, -0.1083, -0.1002, -0.1002, -0.0438, -0.1533, -0.1935, -0.19, -0.1616, -0.1349, -0.1854, -0.1991, -0.1816, -0.2086, -0.1441, -0.0922, -0.0757, -0.1966, -0.1861, -0.1283, -0.103, -0.0676, -0.0676, -0.0032, -0.0459, -0.0775, -0.1073, -0.1073, -0.1251, 0.0074, 0.0095, -0.0203, -0.041, -0.041, -0.0568, -0.1619, -0.1532, -0.1283, -0.1363, -0.1588, -0.1588, 0.096, 0.0382, 0.1066, 0.0641, 0.0315, 0.0158, 0.0119, 0.0, 0.0182, -0.0053, 0.0053, 0.0025, -0.0298, -0.0393, 0.0726, -0.0109, -0.0319, -0.0081, -0.0179, -0.0179, -0.0277, -0.0911, -0.1146, -0.1746, -0.2117, -0.2892, -0.2552, -0.3049, -0.2818, -0.346, -0.3342, -0.285, -0.346, -0.341, -0.3999, -0.375, -0.354, -0.3842, -0.3407, -0.3305, -0.3698, -0.3417, -0.3505, -0.3361, -0.2916, -0.2895, -0.3186, -0.3544, -0.3474, -0.3733, -0.3638, -0.3221, -0.3729, -0.4262, -0.3859, -0.3978, -0.2783, -0.312, -0.312, -0.3295, -0.2615, -0.2999, -0.3081, -0.3081, -0.3463, -0.3326, -0.2888, -0.2331, -0.2156, -0.2054, -0.2149, -0.2362, -0.2247, -0.1942, -0.2121, -0.2159, -0.2187, -0.1903, -0.2811, -0.2548, -0.2348, -0.1542, -0.116, -0.1038, -0.0957, -0.0887, -0.1178, -0.095, -0.109, -0.109, 0.0081, 0.014, -0.0414, -0.061, -0.0676, -0.0634, -0.0568, -0.0729, 0.0137, 0.0389, -0.0477, -0.041, -0.0747, -0.1094, -0.0694, -0.074, -0.0238, -0.0238, 0.0529, 0.149, 0.1728, 0.1339, 0.2667, 0.2401, 0.2538, 0.2033, 0.2506, 0.2499, 0.2499, 0.3628, 0.3579, 0.3719, 0.3705, 0.368, 0.5145, 0.5633, 0.6716, 0.7992, 0.8013, 0.654, 0.6432, 0.7227, 0.687, 0.6625]}
{"unit_id": "thread:1930293137374659064", "ticker_idx": 0, "ts": "2025-06-04T15:58:41+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Be very cautious with this one! Usually the investors will cash out before they get caught in the insiders sell off, which can happen anytime from now to then.", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish CRWV: founders are commodity-trading degenerates incentivized to pump stock, insider lockup expires Sept 24 2025 creating sell-off risk.", "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": "self_thread", "lang": "en", "tweet_text": "1/3 🧵CoreWeave $CRWV deep dive\n\nOk, $CRWV hit $155 so I digged into it to see what the hell is going on. I found few shocking things. Please read to end, you might save you a lot money.\n\n- The 3 founders are NOT from cloud computing or datacenter business AT ALL. \n\n* Michael Intrator was CEO of Hudson Ridge Asset Management, a natural gas hedge fund. Brian Venturo and McBee also worked as traders at hedge funds specializing in energy and commodities\n\nIn other words, these are are total degens. Think of Enron or LTCM.  You can bet that these guys want to pump their stock up as much as possible until they cash out.\n\n---\n\n2/3 Huge compensation page. Future billionaire here. https://t.co/3pg2up7QGE\n\n---\n\n3/3 CoreWeave ($CRWV) has a 180-day lockup period following its IPO, during which insiders—including executives, founders, and certain early investors—are restricted from selling their shares. This lockup period is set to expire on September 24, 2025\n\nUsually the investors will cash out before they get caught in the insiders sell off, which can happen anytime from now to then. \n\nBe very cautious with this one!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07737590376279291, "ret_signed_m1d": 0.07737590376279291, "alpha_spy_m1d": 0.07764448828497106, "alpha_c_m1d": 0.07764448828497106, "bench_spy_m1d": 0.0002685845221781502, "bench_c_m1d": 0.0002685845221781502, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.17198039241001106, "ret_signed_p1d": 0.17198039241001106, "alpha_spy_p1d": 0.16714753278665673, "alpha_c_p1d": 0.16714753278665673, "bench_spy_p1d": -0.004832859623354335, "bench_c_p1d": -0.004832859623354335, "ret_p1w": -0.08215823822084212, "ret_signed_p1w": 0.08215823822084212, "alpha_spy_p1w": 0.09127017066466836, "alpha_c_p1w": 0.09127017066466836, "bench_spy_p1w": 0.009111932443826243, "bench_c_p1w": 0.009111932443826243, "ret_p1m": 0.012875479865977146, "ret_signed_p1m": -0.012875479865977146, "alpha_spy_p1m": 0.039578163338699346, "alpha_c_p1m": 0.039578163338699346, "bench_spy_p1m": 0.05245364320467649, "bench_c_p1m": 0.05245364320467649, "ret_p3m": -0.36824036137601157, "ret_signed_p3m": 0.36824036137601157, "alpha_spy_p3m": 0.4538661664285165, "alpha_c_p3m": 0.4538661664285165, "bench_spy_p3m": 0.08562580505250494, "bench_c_p3m": 0.08562580505250494, "ret_p6m": -0.544512580408015, "ret_signed_p6m": 0.544512580408015, "alpha_spy_p6m": 0.6915924144049163, "alpha_c_p6m": 0.6915924144049163, "bench_spy_p6m": 0.14707983399690128, "bench_c_p6m": 0.14707983399690128, "ret_p1y": -0.35321892142163636, "ret_signed_p1y": 0.35321892142163636, "alpha_spy_p1y": 0.6187831659876812, "alpha_c_p1y": 0.6187831659876812, "bench_spy_p1y": 0.2655642445660449, "bench_c_p1y": 0.2655642445660449, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012875479865977146, "alpha_spy_stated": 0.039578163338699346, "alpha_c_stated": 0.039578163338699346, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.7548, -0.7727, -0.6777, -0.6238, -0.6701, -0.7068, -0.6944, -0.7326, -0.701, -0.7413, -0.7318, -0.7326, -0.75, -0.7503, -0.7603, -0.7603, -0.7829, -0.7639, -0.7448, -0.7439, -0.7453, -0.7424, -0.7375, -0.7468, -0.7283, -0.6838, -0.6872, -0.6671, -0.6714, -0.6628, -0.685, -0.6414, -0.6121, -0.5864, -0.5968, -0.5077, -0.4691, -0.4467, -0.3416, -0.3859, -0.3701, -0.3701, -0.2399, -0.2879, -0.3529, -0.3175, -0.263, -0.0774, 0.0, -0.172, -0.1406, -0.0061, -0.0503, -0.0822, -0.0866, -0.0975, -0.0282, 0.0541, 0.0423, 0.0423, 0.1256, 0.0649, 0.0584, -0.0221, -0.0308, -0.0191, -0.0002, -0.0439, -0.0695, 0.0129, 0.0129, -0.0208, -0.0714, -0.0616, -0.1521, -0.2284, -0.1884, -0.138, -0.123, -0.1894, -0.2457, -0.2342, -0.2044, -0.2272, -0.2643, -0.2911, -0.3239, -0.3333, -0.3692, -0.3002, -0.3615, -0.35, -0.3143, -0.3241, -0.2576, -0.2057, -0.143, -0.088, -0.278, -0.3899, -0.3871, -0.4065, -0.4305, -0.4389, -0.4433, -0.4237, -0.4336, -0.4397, -0.4057, -0.3698, -0.3682, -0.3682, -0.4277, -0.4489, -0.4636, -0.4538, -0.4264, -0.3855, -0.2818, -0.3091, -0.3136, -0.2614, -0.2719, -0.259, -0.2557, -0.2345, -0.1831, -0.1975, -0.1821, -0.2234, -0.2622, -0.2488, -0.1609, -0.1597, -0.1539, -0.1736, -0.1793, -0.2101, -0.1418, -0.1227, -0.1513, -0.1317, -0.1781, -0.1463, -0.131, -0.1608, -0.221, -0.2332, -0.2549, -0.2438, -0.1873, -0.1658, -0.1735, -0.1421, -0.1964, -0.1802, -0.2255, -0.2903, -0.2985, -0.3444, -0.3623, -0.3525, -0.4581, -0.4762, -0.5197, -0.5257, -0.5381, -0.5408, -0.5406, -0.5757, -0.5607, -0.5487, -0.5629, -0.5445, -0.5445]}
{"unit_id": "thread:1889420523056103571", "ticker_idx": 0, "ts": "2025-02-11T21:05:31+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I'm more bullish on the earnings. Vlad plans to do earnings on a video stream. Seems like there's some bullish surprise planned.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on Robinhood earnings; CEO's video-stream format signals a bullish surprise.", "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": "self_thread", "lang": "en", "tweet_text": "@scenicnights I'm more bullish on the earnings. https://t.co/nzwQe7bItI\n\n---\n\n@scenicnights Other than the company doing well. Vlad plans to do earnings on a video stream. Seems like there's some bullish surprise planned.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.045966726915367295, "ret_signed_m1d": -0.045966726915367295, "alpha_spy_m1d": -0.04919882960842614, "alpha_c_m1d": -0.049471356774634434, "bench_spy_m1d": 0.003232102693058847, "bench_c_m1d": 0.0035046298592671388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14111964605940952, "ret_signed_p1d": 0.14111964605940952, "alpha_spy_p1d": 0.13056193780367287, "alpha_c_p1d": 0.1344996799389666, "bench_spy_p1d": 0.010557708255736653, "bench_c_p1d": 0.0066199661204429106, "ret_p1w": 0.059381142977733115, "ret_signed_p1w": 0.059381142977733115, "alpha_spy_p1w": 0.04351983540272064, "alpha_c_p1w": 0.0432207111740337, "bench_spy_p1w": 0.015861307575012473, "bench_c_p1w": 0.016160431803699415, "ret_p1m": -0.35575030305726396, "ret_signed_p1m": -0.35575030305726396, "alpha_spy_p1m": -0.26966574343935856, "alpha_c_p1m": -0.27903682823476095, "bench_spy_p1m": -0.0860845596179054, "bench_c_p1m": -0.07671347482250301, "ret_p3m": 0.0271865580739048, "ret_signed_p3m": 0.0271865580739048, "alpha_spy_p3m": 0.05804067359536469, "alpha_c_p3m": 0.03312957111216397, "bench_spy_p3m": -0.03085411552145989, "bench_c_p3m": -0.005943013038259171, "ret_p6m": 0.9894473915310174, "ret_signed_p6m": 0.9894473915310174, "alpha_spy_p6m": 0.9353060445283237, "alpha_c_p6m": 0.9821796408633503, "bench_spy_p6m": 0.054141347002693685, "bench_c_p6m": 0.00726775066766705, "ret_p1y": 0.7792882065539515, "ret_signed_p1y": 0.7792882065539515, "alpha_spy_p1y": 0.6189593270121028, "alpha_c_p1y": 0.7243078729069299, "bench_spy_p1y": 0.1603288795418487, "bench_c_p1y": 0.054980333647021595, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.35575030305726396, "alpha_spy_stated": -0.26966574343935856, "alpha_c_stated": -0.27903682823476095, "price_path": [-0.4219, -0.374, -0.3697, -0.3547, -0.3724, -0.3445, -0.323, -0.3486, -0.3266, -0.3266, -0.3286, -0.3271, -0.3089, -0.2846, -0.3039, -0.2547, -0.2928, -0.3318, -0.3232, -0.2965, -0.281, -0.2273, -0.2554, -0.3368, -0.3393, -0.3144, -0.3293, -0.2921, -0.2921, -0.2778, -0.3021, -0.3153, -0.3336, -0.3336, -0.2946, -0.2604, -0.2361, -0.2745, -0.2701, -0.2701, -0.2831, -0.2919, -0.2531, -0.1851, -0.1758, -0.1388, -0.1388, -0.1057, -0.1028, -0.0993, -0.0857, -0.1461, -0.1164, -0.0851, -0.052, -0.0708, -0.0717, -0.0596, -0.0306, -0.049, -0.0009, 0.0064, -0.046, 0.0, 0.1411, 0.1676, 0.1676, 0.081, 0.0594, 0.0027, -0.0771, -0.107, -0.1787, -0.1263, -0.1275, -0.1039, -0.1613, -0.1733, -0.1393, -0.198, -0.2055, -0.3627, -0.3497, -0.3039, -0.3558, -0.2982, -0.2484, -0.2828, -0.2345, -0.2191, -0.2066, -0.135, -0.1388, -0.2, -0.2132, -0.2502, -0.2556, -0.2459, -0.2366, -0.3157, -0.3828, -0.3667, -0.3888, -0.245, -0.2754, -0.2187, -0.2105, -0.2116, -0.2728, -0.2635, -0.2635, -0.2872, -0.2472, -0.2012, -0.1388, -0.1155, -0.1248, -0.117, -0.1216, -0.1662, -0.1309, -0.1406, -0.1291, -0.1059, -0.0329, -0.0225, 0.0272, 0.1191, 0.098, 0.0853, 0.1046, 0.1495, 0.161, 0.1422, 0.1585, 0.1299, 0.1299, 0.1808, 0.1651, 0.1438, 0.1832, 0.2159, 0.2828, 0.2926, 0.2969, 0.3393, 0.3128, 0.2969, 0.3393, 0.3207, 0.2985, 0.3727, 0.3405, 0.4014, 0.4014, 0.404, 0.3656, 0.4668, 0.4801, 0.5117, 0.4851, 0.6747, 0.6514, 0.7525, 0.6884, 0.6884, 0.6716, 0.6324, 0.6909, 0.7653, 0.7589, 0.7879, 0.7804, 0.8467, 0.8861, 0.9628, 0.8662, 0.8217, 0.8258, 0.8231, 0.8753, 0.9097, 0.848, 0.8977, 0.8431, 0.7868, 0.9025, 0.8862, 0.8896, 0.9894]}
{"unit_id": "quote:1891482889046331724", "ticker_idx": 0, "ts": "2025-02-17T13:40:37+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We love monopoly. $GRAB.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GRAB on its monopoly position in Southeast Asian ride-hailing/delivery.", "resolved_tickers": ["GRAB"], "resolution_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": "We love monopoly. $GRAB.", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger @AndrewRedYoung I live here since Jan 2022. 6 months in Malaysia and 2 years and a half between Vietnam and Philippines. I also work with them as I'm in the F&B industry.\n\nGrab is the #1, they have a monopoly. Ops in some countries could be better, but they are constantly improving the app.", "parent_author": null, "ret_m1d": -0.07547171339100844, "ret_signed_m1d": -0.07547171339100844, "alpha_spy_m1d": -0.07254451121273875, "alpha_c_m1d": -0.07254451121273875, "bench_spy_m1d": -0.0029272021782696944, "bench_c_m1d": -0.0029272021782696944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007547162342173674, "ret_signed_p1d": 0.007547162342173674, "alpha_spy_p1d": 0.005192141743230794, "alpha_c_p1d": 0.005192141743230794, "bench_spy_p1d": 0.0023550205989428807, "bench_c_p1d": 0.0023550205989428807, "ret_p1w": -0.13962268326875638, "ret_signed_p1w": -0.13962268326875638, "alpha_spy_p1w": -0.11141299435441909, "alpha_c_p1w": -0.11141299435441909, "bench_spy_p1w": -0.028209688914337283, "bench_c_p1w": -0.028209688914337283, "ret_p1m": -0.11132077950096919, "ret_signed_p1m": -0.11132077950096919, "alpha_spy_p1m": -0.038776865884550094, "alpha_c_p1m": -0.038776865884550094, "bench_spy_p1m": -0.0725439136164191, "bench_c_p1m": -0.0725439136164191, "ret_p3m": -0.039622647281047585, "ret_signed_p3m": -0.039622647281047585, "alpha_spy_p3m": -0.01427061753897596, "alpha_c_p3m": -0.01427061753897596, "bench_spy_p3m": -0.025352029742071625, "bench_c_p3m": -0.025352029742071625, "ret_p6m": -0.033962320509053345, "ret_signed_p6m": -0.033962320509053345, "alpha_spy_p6m": -0.09488290747232853, "alpha_c_p6m": -0.09488290747232853, "bench_spy_p6m": 0.06092058696327518, "bench_c_p6m": 0.06092058696327518, "ret_p1y": -0.21698114226067233, "ret_signed_p1y": -0.21698114226067233, "alpha_spy_p1y": -0.33814008406992746, "alpha_c_p1y": -0.33814008406992746, "bench_spy_p1y": 0.12115894180925513, "bench_c_p1y": 0.12115894180925513, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11132077950096919, "alpha_spy_stated": -0.038776865884550094, "alpha_c_stated": -0.038776865884550094, "price_path": [0.0698, -0.0434, -0.0302, -0.0283, -0.0226, -0.0226, -0.0566, -0.0226, -0.0019, 0.0019, -0.0113, -0.0302, 0.0057, 0.0245, 0.0189, -0.0226, -0.0321, -0.0321, -0.0302, -0.0736, -0.0717, -0.0755, -0.0792, -0.0679, -0.0679, -0.0642, -0.0925, -0.1019, -0.1094, -0.1094, -0.1057, -0.0925, -0.0811, -0.1057, -0.1264, -0.1264, -0.1528, -0.1509, -0.1774, -0.1585, -0.1604, -0.1509, -0.1509, -0.1302, -0.1208, -0.1245, -0.1377, -0.1623, -0.1396, -0.0981, -0.1245, -0.1358, -0.1434, -0.0358, -0.1396, -0.1189, -0.0962, -0.0981, -0.0981, -0.0566, -0.0642, -0.0755, -0.0755, 0.0, 0.0075, -0.0972, -0.0755, -0.0906, -0.1396, -0.0811, -0.0887, -0.0849, -0.1075, -0.1151, -0.0887, -0.1321, -0.134, -0.2226, -0.1868, -0.2038, -0.1962, -0.1698, -0.1604, -0.1321, -0.1113, -0.1358, -0.1245, -0.1283, -0.1434, -0.0981, -0.0943, -0.1377, -0.1453, -0.1415, -0.1302, -0.1962, -0.2962, -0.3434, -0.2962, -0.1962, -0.2509, -0.2358, -0.2491, -0.234, -0.2377, -0.2245, -0.2245, -0.2321, -0.2, -0.1736, -0.117, -0.0981, -0.1019, -0.0962, -0.0792, -0.1, -0.0774, -0.083, -0.0868, -0.0868, -0.0698, -0.0755, -0.0585, -0.0509, -0.0094, -0.0453, -0.0396, -0.0415, -0.0679, -0.0925, -0.0642, -0.066, -0.066, -0.0623, -0.0623, -0.0774, -0.0811, -0.0849, -0.0585, -0.0528, -0.0453, -0.0245, -0.0604, -0.117, -0.1075, -0.1264, -0.1377, -0.1113, -0.0943, -0.1208, -0.1208, -0.1528, -0.1396, -0.1057, -0.134, -0.1189, -0.0717, -0.0509, -0.0698, -0.0755, -0.0811, -0.0811, -0.0623, -0.0943, -0.0585, -0.0717, -0.0566, -0.0547, -0.0491, -0.0321, -0.0094, 0.0075, 0.0094, 0.0321, 0.0132, 0.0075, 0.0113, -0.0038, 0.0019, -0.0019, -0.0774, -0.0943, -0.0642, -0.0623, -0.1, -0.066, -0.0792, -0.0906, -0.0585, -0.034]}
{"unit_id": "thread:1922718270068576415", "ticker_idx": 0, "ts": "2025-05-14T18:18:52+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought 2000 shares of $achr. With the good ER, and partnership news, i think they are becoming a clear leader in the VTOL mobility space.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought 2000 shares of Archer Aviation; bullish on strong ER, partnership news, and VTOL leadership position.", "resolved_tickers": ["ACHR"], "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": "This is going to be interesting. $achr\n\n---\n\nI bought 2000 shares of $achr. With the good ER, and partnership news, i think they are becoming a clear leader in the VTOL mobility space.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05743245746725367, "ret_signed_m1d": -0.05743245746725367, "alpha_spy_m1d": -0.05615600636787621, "alpha_c_m1d": -0.06226887766069733, "bench_spy_m1d": -0.0012764510993774625, "bench_c_m1d": 0.004836420193443658, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0295607621017564, "ret_signed_p1d": 0.0295607621017564, "alpha_spy_p1d": 0.02467658281673124, "alpha_c_p1d": 0.018465685163819856, "bench_spy_p1d": 0.004884179285025159, "bench_c_p1d": 0.011095076937936543, "ret_p1w": -0.08614868620088056, "ret_signed_p1w": -0.08614868620088056, "alpha_spy_p1w": -0.07809876493362311, "alpha_c_p1w": -0.09126968601586516, "bench_spy_p1w": -0.008049921267257454, "bench_c_p1w": 0.005120999814984595, "ret_p1m": -0.0092905919707712, "ret_signed_p1m": -0.0092905919707712, "alpha_spy_p1m": -0.03679254093400497, "alpha_c_p1m": -0.032476829651759354, "bench_spy_p1m": 0.02750194896323377, "bench_c_p1m": 0.023186237680988153, "ret_p3m": -0.1942567703626379, "ret_signed_p3m": -0.1942567703626379, "alpha_spy_p3m": -0.2797072607977342, "alpha_c_p3m": -0.26678565227234907, "bench_spy_p3m": 0.08545049043509634, "bench_c_p3m": 0.07252888190971118, "ret_p6m": -0.25, "ret_signed_p6m": -0.25, "alpha_spy_p6m": -0.3973227654811302, "alpha_c_p6m": -0.34307782398138476, "bench_spy_p6m": 0.1473227654811302, "bench_c_p6m": 0.09307782398138476, "ret_p1y": -0.5042229890279126, "ret_signed_p1y": -0.5042229890279126, "alpha_spy_p1y": -0.7447326888659809, "alpha_c_p1y": -0.7509581518006201, "bench_spy_p1y": 0.24050969983806825, "bench_c_p1y": 0.24673516277270746, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0092905919707712, "alpha_spy_stated": -0.03679254093400497, "alpha_c_stated": -0.032476829651759354, "price_path": [-0.1258, -0.1258, -0.0988, -0.1503, -0.1444, -0.2289, -0.2948, -0.3438, -0.3066, -0.3311, -0.25, -0.3345, -0.326, -0.3133, -0.3615, -0.3649, -0.4257, -0.4248, -0.3682, -0.3877, -0.3328, -0.2981, -0.315, -0.2939, -0.3007, -0.2635, -0.2458, -0.2576, -0.3133, -0.3361, -0.3868, -0.3995, -0.4122, -0.3919, -0.4139, -0.4764, -0.4375, -0.4595, -0.3725, -0.4071, -0.4062, -0.3877, -0.3986, -0.4046, -0.3894, -0.3894, -0.397, -0.3801, -0.3201, -0.277, -0.2745, -0.2796, -0.2407, -0.2965, -0.2838, -0.2154, -0.266, -0.2796, -0.277, -0.2601, -0.2559, -0.2331, -0.0574, 0.0, 0.0296, 0.1233, -0.038, -0.0465, -0.0861, -0.1047, -0.1056, -0.1056, -0.0777, -0.0752, -0.1047, -0.1478, -0.1782, -0.1791, -0.1858, -0.2095, -0.1394, -0.049, -0.0389, 0.0279, -0.0093, -0.1563, -0.1233, -0.1622, -0.1385, -0.1385, -0.152, -0.1554, -0.0938, -0.1613, -0.1056, -0.1157, -0.0836, -0.1655, -0.1571, -0.141, -0.141, -0.1537, -0.1242, -0.1174, -0.0895, -0.1123, -0.0878, -0.049, 0.0211, 0.1318, 0.1225, 0.0008, -0.0718, -0.0405, -0.0718, -0.0532, -0.0887, -0.1394, -0.1427, -0.1529, -0.1858, -0.1191, -0.1275, -0.1681, -0.1723, -0.1791, -0.1943, -0.1343, -0.1385, -0.1563, -0.1706, -0.1681, -0.2154, -0.2204, -0.2078, -0.1833, -0.2086, -0.2171, -0.2272, -0.223, -0.2441, -0.2441, -0.2736, -0.2914, -0.2863, -0.2821, -0.2812, -0.288, -0.3032, -0.2829, -0.261, -0.2297, -0.2306, -0.2399, -0.2188, -0.1672, -0.1934, -0.1554, -0.1799, -0.212, -0.2162, -0.185, -0.1909, -0.1715, -0.1402, -0.0228, 0.152, 0.0541, 0.0524, 0.0693, 0.011, 0.0785, 0.0997, 0.1005, 0.0025, -0.0507, 0.0118, -0.0363, -0.0828, -0.0785, -0.0465, -0.0422, -0.0591, -0.0557, -0.0743, -0.0524, -0.1199, -0.1926, -0.1917, -0.25]}
{"unit_id": "reply:1939713659594252756", "ticker_idx": 0, "ts": "2025-06-30T15:52:29+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the consolidation is 6 months in the making, it's a matter of time now..", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses TSLA breakout thesis; 6-month consolidation seen as precursor to imminent move higher.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Micro2Macr0 @Tesla Hope your nut is ok. \n\nBut yeah, the consolidation is 6 months in the making, it's a matter of time now..", "reply_text": null, "parent_text": "I'm willing to bet that @Tesla $TSLA stock breaks out of the Inverse Head and Shoulder that it currently appears to be in. The measured move gives us 50% upside if it plays out, which I would give a 75-80% probability of doing.\n\nSide note - This is kind of what my right nut looks https://t.co/GGn5o7YZTv", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.0235521108313419, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035360757182515, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.0792514754757635, "alpha_c_p1w": -0.07959436010237286, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004923325199490458, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.01703439694704567, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482294403452533, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869197692021575, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.038384244252195776, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.06893518499191731, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011144017201131007, "alpha_spy_stated": -0.01703439694704567, "alpha_c_stated": -0.022399434706305454, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "quote:1917600922668068967", "ticker_idx": 0, "ts": "2025-04-30T15:24:21+00:00", "symbol": "BPTRX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have close to $57k in $BPTRX which holds 30% $TSLA and 18% SpaceX. I added very aggressive knowing $TSLA was in deep discount. Very happy so far! Still a long way to go for the full portfolio cap of $200K to $300K", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holding $57K in BPTRX with plans to scale to $200-300K; aggressively added TSLA on deep discount thesis.", "resolved_tickers": ["BPTRX"], "resolution_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": "Two months since my initial plans, I have close to $57k in $BPTRX which holds 30% $TSLA and 18% SpaceX. I added very aggressive knowing $TSLA was in deep discount. Very happy so far! Still a long way to go for the full portfolio cap of $200K to $300K. https://t.co/ouT5IN7YEc", "reply_text": null, "parent_text": null, "quoted_text": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX (mutual fund), which holds $TSLA, SpaceX, X Holdings, and few other anchor stocks. \n\n> I like Ron Baron conviction, and he's the few stock pickers remains from the era of Peter Lynch, etc. Most funds are https://t.co/NHtt9HRTKb", "parent_author": null, "ret_m1d": 0.02337985041700197, "ret_signed_m1d": 0.02337985041700197, "alpha_spy_m1d": 0.023776634667602603, "alpha_c_m1d": 0.023776634667602603, "bench_spy_m1d": -0.0003967842506006347, "bench_c_m1d": -0.0003967842506006347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005163993254716059, "ret_signed_p1d": 0.005163993254716059, "alpha_spy_p1d": -0.001922874816139064, "alpha_c_p1d": -0.001922874816139064, "bench_spy_p1d": 0.0070868680708551235, "bench_c_p1d": 0.0070868680708551235, "ret_p1w": 0.0050505245459120385, "ret_signed_p1w": 0.0050505245459120385, "alpha_spy_p1w": -0.00686929847157014, "alpha_c_p1w": -0.00686929847157014, "bench_spy_p1w": 0.011919823017482178, "bench_c_p1w": 0.011919823017482178, "ret_p1m": 0.14186820304255932, "ret_signed_p1m": 0.14186820304255932, "alpha_spy_p1m": 0.07783314048514134, "alpha_c_p1m": 0.07783314048514134, "bench_spy_p1m": 0.06403506255741798, "bench_c_p1m": 0.06403506255741798, "ret_p3m": 0.15191242801043292, "ret_signed_p3m": 0.15191242801043292, "alpha_spy_p3m": -7.480256831726706e-05, "alpha_c_p3m": -7.480256831726706e-05, "bench_spy_p3m": 0.1519872305787502, "bench_c_p3m": 0.1519872305787502, "ret_p6m": 0.24280005583665898, "ret_signed_p6m": 0.24280005583665898, "alpha_spy_p6m": 0.02446804307125583, "alpha_c_p6m": 0.02446804307125583, "bench_spy_p6m": 0.21833201276540315, "bench_c_p6m": 0.21833201276540315, "ret_p1y": 0.4691370049377739, "ret_signed_p1y": 0.4691370049377739, "alpha_spy_p1y": 0.17386389404098446, "alpha_c_p1y": 0.17386389404098446, "bench_spy_p1y": 0.2952731108967894, "bench_c_p1y": 0.2952731108967894, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14186820304255932, "alpha_spy_stated": 0.07783314048514134, "alpha_c_stated": 0.07783314048514134, "price_path": [0.2198, 0.1933, 0.2075, 0.1895, 0.19, 0.1676, 0.1495, 0.1132, 0.1201, 0.144, 0.1362, 0.1362, 0.1432, 0.1582, 0.1462, 0.1124, 0.1045, 0.0664, 0.0481, 0.0327, 0.0554, 0.0386, 0.0127, 0.0285, -0.002, -0.0047, -0.0701, -0.0622, -0.0409, -0.0574, -0.0296, -0.0344, -0.061, -0.0399, -0.0468, -0.0316, 0.0169, 0.0319, 0.0101, 0.012, -0.0105, -0.014, -0.003, 0.0234, -0.0212, -0.0918, -0.1048, -0.1279, -0.0165, -0.0603, -0.0499, -0.0446, -0.0413, -0.0653, -0.0628, -0.0628, -0.0949, -0.0654, -0.0421, -0.0224, 0.0098, 0.0098, 0.0234, 0.0, 0.0052, 0.0264, 0.0158, 0.0051, 0.0051, 0.0314, 0.0486, 0.086, 0.107, 0.1251, 0.1246, 0.1391, 0.1285, 0.1269, 0.1001, 0.1095, 0.1061, 0.1061, 0.1481, 0.1395, 0.1419, 0.1269, 0.121, 0.1259, 0.1137, 0.0511, 0.068, 0.0833, 0.1066, 0.1047, 0.098, 0.0988, 0.111, 0.0903, 0.0903, 0.0903, 0.0961, 0.1315, 0.1273, 0.1096, 0.1108, 0.1096, 0.1051, 0.0907, 0.1036, 0.108, 0.108, 0.083, 0.0869, 0.0855, 0.1066, 0.1326, 0.1399, 0.1218, 0.1357, 0.135, 0.1464, 0.1438, 0.1484, 0.155, 0.1251, 0.1436, 0.1519, 0.1444, 0.1428, 0.1267, 0.1153, 0.1427, 0.1233, 0.1363, 0.135, 0.1415, 0.1485, 0.1506, 0.1563, 0.1516, 0.145, 0.1476, 0.1433, 0.1376, 0.132, 0.1685, 0.1688, 0.1744, 0.1752, 0.1727, 0.1557, 0.1557, 0.145, 0.1507, 0.1567, 0.1746, 0.1622, 0.1586, 0.149, 0.1835, 0.2101, 0.2221, 0.2318, 0.2358, 0.2277, 0.2347, 0.2399, 0.2291, 0.2445, 0.222, 0.2455, 0.25, 0.2496, 0.2579, 0.2382, 0.2352, 0.2544, 0.2306, 0.2356, 0.2294, 0.1983, 0.2277, 0.2236, 0.2224, 0.2081, 0.2202, 0.2358, 0.2396, 0.2334, 0.2428]}
{"unit_id": "quote:1917600922668068967", "ticker_idx": 1, "ts": "2025-04-30T15:24:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I added very aggressive knowing $TSLA was in deep discount", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holding $57K in BPTRX with plans to scale to $200-300K; aggressively added TSLA on deep discount thesis.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Two months since my initial plans, I have close to $57k in $BPTRX which holds 30% $TSLA and 18% SpaceX. I added very aggressive knowing $TSLA was in deep discount. Very happy so far! Still a long way to go for the full portfolio cap of $200K to $300K. https://t.co/ouT5IN7YEc", "reply_text": null, "parent_text": null, "quoted_text": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX (mutual fund), which holds $TSLA, SpaceX, X Holdings, and few other anchor stocks. \n\n> I like Ron Baron conviction, and he's the few stock pickers remains from the era of Peter Lynch, etc. Most funds are https://t.co/NHtt9HRTKb", "parent_author": null, "ret_m1d": 0.034980135345500596, "ret_signed_m1d": 0.034980135345500596, "alpha_spy_m1d": 0.03537691959610123, "alpha_c_m1d": 0.025804420834464548, "bench_spy_m1d": -0.0003967842506006347, "bench_c_m1d": 0.009175714511036048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005812356915055328, "ret_signed_p1d": -0.005812356915055328, "alpha_spy_p1d": -0.012899224985910451, "alpha_c_p1d": -0.011338128184497642, "bench_spy_p1d": 0.0070868680708551235, "bench_c_p1d": 0.0055257712694423144, "ret_p1w": -0.021051893834391544, "ret_signed_p1w": -0.021051893834391544, "alpha_spy_p1w": -0.03297171685187372, "alpha_c_p1w": -0.03032893055732644, "bench_spy_p1w": 0.011919823017482178, "bench_c_p1w": 0.009277036722934895, "ret_p1m": 0.2703075844335694, "ret_signed_p1m": 0.2703075844335694, "alpha_spy_p1m": 0.20627252187615142, "alpha_c_p1m": 0.18052751144251666, "bench_spy_p1m": 0.06403506255741798, "bench_c_p1m": 0.08978007299105273, "ret_p3m": 0.15391973388187674, "ret_signed_p3m": 0.15391973388187674, "alpha_spy_p3m": 0.0019325033031265537, "alpha_c_p3m": 0.004873275890011186, "bench_spy_p3m": 0.1519872305787502, "bench_c_p3m": 0.14904645799186556, "ret_p6m": 0.5912248552561974, "ret_signed_p6m": 0.5912248552561974, "alpha_spy_p6m": 0.37289284249079424, "alpha_c_p6m": 0.3781145578649592, "bench_spy_p6m": 0.21833201276540315, "bench_c_p6m": 0.2131102973912382, "ret_p1y": 0.4198326832917667, "ret_signed_p1y": 0.4198326832917667, "alpha_spy_p1y": 0.12455957239497728, "alpha_c_p1y": 0.18935816489061397, "bench_spy_p1y": 0.2952731108967894, "bench_c_p1y": 0.23047451840115274, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2703075844335694, "alpha_spy_stated": 0.20627252187615142, "alpha_c_stated": 0.18052751144251666, "price_path": [0.4339, 0.3598, 0.39, 0.3403, 0.3266, 0.2816, 0.243, 0.1642, 0.1926, 0.2615, 0.2611, 0.2611, 0.255, 0.2779, 0.256, 0.1972, 0.1714, 0.0731, 0.0306, -0.0007, 0.0383, 0.0088, -0.0359, -0.0108, -0.0663, -0.0691, -0.2127, -0.1828, -0.1207, -0.147, -0.114, -0.1565, -0.2015, -0.1641, -0.1627, -0.1185, -0.0134, 0.0212, -0.0358, -0.032, -0.066, -0.0815, -0.0486, 0.0021, -0.0527, -0.1514, -0.1732, -0.2137, -0.0353, -0.1055, -0.1058, -0.1056, -0.0994, -0.1439, -0.1446, -0.1446, -0.1937, -0.1566, -0.1114, -0.0803, 0.0099, 0.0132, 0.035, 0.0, -0.0058, 0.0179, -0.0067, -0.0241, -0.0211, 0.0094, 0.0571, 0.1284, 0.184, 0.2322, 0.215, 0.2404, 0.2124, 0.2185, 0.1859, 0.2087, 0.2027, 0.2027, 0.2861, 0.2649, 0.2703, 0.2279, 0.2145, 0.2201, 0.1768, 0.009, 0.046, 0.0936, 0.1557, 0.1569, 0.131, 0.1529, 0.1665, 0.1212, 0.1414, 0.1414, 0.1418, 0.2358, 0.2067, 0.1609, 0.1546, 0.147, 0.1258, 0.0657, 0.1187, 0.1176, 0.1176, 0.0417, 0.0555, 0.0486, 0.0982, 0.1111, 0.1231, 0.1014, 0.14, 0.132, 0.1683, 0.1642, 0.177, 0.1786, 0.082, 0.1201, 0.1539, 0.1384, 0.1307, 0.0925, 0.0725, 0.096, 0.0941, 0.1338, 0.1422, 0.1683, 0.2016, 0.208, 0.2028, 0.1893, 0.1715, 0.1878, 0.1671, 0.1479, 0.1345, 0.205, 0.2284, 0.2463, 0.239, 0.2262, 0.1833, 0.1833, 0.1673, 0.184, 0.1998, 0.2434, 0.2277, 0.2297, 0.2326, 0.3071, 0.4032, 0.4532, 0.4943, 0.5093, 0.4774, 0.51, 0.5389, 0.5093, 0.5693, 0.5005, 0.5608, 0.5708, 0.5761, 0.6284, 0.5452, 0.5234, 0.6064, 0.5349, 0.5548, 0.5436, 0.4654, 0.5449, 0.5213, 0.5422, 0.5195, 0.557, 0.5857, 0.5686, 0.5557, 0.5912]}
{"unit_id": "orig:1935420223537992004", "ticker_idx": 0, "ts": "2025-06-18T19:31:54+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you own Square, you're going to like Circle.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Circle (CRCL); positioned as a natural buy for Square holders.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "If you own Square, you're going to like Circle.\n\n$SQ $CRCL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.252718088916717, "ret_signed_m1d": -0.252718088916717, "alpha_spy_m1d": -0.2528688247094023, "alpha_c_m1d": -0.25311632673180096, "bench_spy_m1d": 0.00015073579268531923, "bench_c_m1d": 0.00039823781508396827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.004859969129219266, "ret_signed_p1w": -0.004859969129219266, "alpha_spy_p1w": -0.02406660987485476, "alpha_c_p1w": -0.03206398516214204, "bench_spy_p1w": 0.019206640745635495, "bench_c_p1w": 0.027204016032922773, "ret_p1m": 0.17781455055033013, "ret_signed_p1m": 0.17781455055033013, "alpha_spy_p1m": 0.12348843848018487, "alpha_c_p1m": 0.12863183207451057, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.049182718475819565, "ret_p3m": -0.32837313737497453, "ret_signed_p3m": -0.32837313737497453, "alpha_spy_p3m": -0.43788004899956356, "alpha_c_p3m": -0.4009331509235745, "bench_spy_p3m": 0.10950691162458903, "bench_c_p3m": 0.07256001354859998, "ret_p6m": -0.5562402859866685, "ret_signed_p6m": -0.5562402859866685, "alpha_spy_p6m": -0.7163963923247098, "alpha_c_p6m": -0.6561862897379217, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.09994600375125318, "ret_p1y": -0.5977754383872578, "ret_signed_p1y": -0.5977754383872578, "alpha_spy_p1y": -0.8464446381749637, "alpha_c_p1y": -0.6552746318492533, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.0574991934619955, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17781455055033013, "alpha_spy_stated": 0.12348843848018487, "alpha_c_stated": 0.12863183207451057, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.583, -0.4604, -0.4226, -0.4694, -0.4128, -0.4662, -0.3308, -0.2431, -0.2527, 0.0, 0.0, 0.2039, 0.32, 0.1155, -0.0049, 0.0703, -0.096, -0.0917, -0.0354, -0.1083, -0.0542, -0.0542, 0.0394, 0.0262, 0.0055, 0.0166, -0.0614, 0.0256, -0.0213, 0.1684, 0.1778, 0.1212, 0.0827, -0.0064, 0.0141, -0.0326, -0.0337, -0.0713, -0.0899, -0.0455, -0.0805, -0.1578, -0.1742, -0.2288, -0.1898, -0.2338, -0.2032, -0.1925, -0.1823, -0.2326, -0.3024, -0.2522, -0.2906, -0.3225, -0.3095, -0.3396, -0.3234, -0.3725, -0.3534, -0.3617, -0.344, -0.3387, -0.3387, -0.3981, -0.4065, -0.4113, -0.426, -0.4365, -0.4088, -0.4304, -0.3301, -0.3721, -0.3284, -0.3246, -0.3435, -0.2965, -0.2778, -0.3104, -0.3438, -0.3407, -0.3754, -0.3637, -0.3303, -0.3357, -0.3535, -0.2499, -0.2696, -0.2559, -0.2549, -0.2462, -0.2461, -0.3339, -0.3112, -0.3263, -0.3262, -0.3564, -0.3663, -0.3446, -0.3494, -0.3748, -0.3494, -0.2883, -0.2821, -0.3181, -0.3399, -0.3852, -0.3638, -0.4095, -0.4426, -0.4337, -0.4989, -0.4832, -0.4784, -0.5075, -0.5676, -0.5875, -0.5897, -0.6163, -0.6162, -0.6507, -0.6647, -0.6426, -0.6356, -0.6487, -0.6361, -0.6361, -0.5995, -0.6195, -0.612, -0.5677, -0.5618, -0.571, -0.5793, -0.5547, -0.557, -0.5562]}
{"unit_id": "quote:1904324742930198799", "ticker_idx": 0, "ts": "2025-03-25T00:09:34+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is why I keep saying $TSLA scale, and cost matters. Elon knows it, Uber knows it, and we know it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA on scale and cost advantage vs Waymo (<3% of Uber fleet), positioning Tesla to dominate autonomous ride-hail.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Most critics will point to Waymo being in the market so long. If you compare Waymo fleet vs Uber fleet, it is less than 3%. This is why I keep saying $TSLA scale, and cost matters. Elon knows it, Uber knows it, and we know it. https://t.co/pDOGTQi974", "reply_text": null, "parent_text": null, "quoted_text": "@notfncladvice The real metric is competition against Uber i think which is much larger.  It could be bigger to Uber because it could be so cheap that it opens more use cases, like local deliveries, etc. And remove parking lot, higher utilization of real estate space.", "parent_author": null, "ret_m1d": -0.03383771605584207, "ret_signed_m1d": -0.03383771605584207, "alpha_spy_m1d": -0.03143965902411738, "alpha_c_m1d": -0.02592196119219836, "bench_spy_m1d": -0.0023980570317246874, "bench_c_m1d": -0.00791575486364371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05580626179068926, "ret_signed_p1d": -0.05580626179068926, "alpha_spy_p1d": -0.043867925929981344, "alpha_c_p1d": -0.04274297631239066, "bench_spy_p1d": -0.011938335860707916, "bench_c_p1d": -0.013063285478298603, "ret_p1w": -0.06830020890146471, "ret_signed_p1w": -0.06830020890146471, "alpha_spy_p1w": -0.043120287401908985, "alpha_c_p1w": -0.037220229514037695, "bench_spy_p1w": -0.025179921499555724, "bench_c_p1w": -0.031079979387427015, "ret_p1m": -0.1297980400289268, "ret_signed_p1m": -0.1297980400289268, "alpha_spy_p1m": -0.06021878524429425, "alpha_c_p1m": -0.054040473342269246, "bench_spy_p1m": -0.06957925478463256, "bench_c_p1m": -0.07575756668665756, "ret_p3m": 0.11806756189410206, "ret_signed_p3m": 0.11806756189410206, "alpha_spy_p3m": 0.08231041916141635, "alpha_c_p3m": 0.09495175566366298, "bench_spy_p3m": 0.03575714273268571, "bench_c_p3m": 0.023115806230439073, "ret_p6m": 0.47796197578166466, "ret_signed_p6m": 0.47796197578166466, "alpha_spy_p6m": 0.32909206661119383, "alpha_c_p6m": 0.3023421655005527, "bench_spy_p6m": 0.14886990917047083, "bench_c_p6m": 0.17561981028111195, "ret_p1y": 0.3708960563758583, "ret_signed_p1y": 0.3708960563758583, "alpha_spy_p1y": 0.20337699458663194, "alpha_c_p1y": 0.2813846261413806, "bench_spy_p1y": 0.16751906178922638, "bench_c_p1y": 0.08951143023447772, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1297980400289268, "alpha_spy_stated": -0.06021878524429425, "alpha_c_stated": -0.054040473342269246, "price_path": [0.5761, 0.4981, 0.4486, 0.4015, 0.4015, 0.3163, 0.4244, 0.4266, 0.3686, 0.3707, 0.3707, 0.37, 0.3997, 0.3756, 0.4862, 0.4362, 0.4802, 0.4802, 0.4717, 0.4407, 0.4312, 0.4111, 0.3783, 0.3816, 0.3504, 0.3892, 0.4042, 0.3316, 0.3612, 0.3125, 0.2991, 0.255, 0.2172, 0.1401, 0.1679, 0.2353, 0.235, 0.235, 0.229, 0.2513, 0.23, 0.1723, 0.1471, 0.0509, 0.0092, -0.0215, 0.0168, -0.0121, -0.0559, -0.0314, -0.0857, -0.0884, -0.229, -0.1998, -0.139, -0.1647, -0.1324, -0.174, -0.2181, -0.1814, -0.1801, -0.1368, -0.0338, 0.0, -0.0558, -0.0521, -0.0853, -0.1006, -0.0683, -0.0187, -0.0724, -0.169, -0.1904, -0.23, -0.0553, -0.124, -0.1243, -0.1242, -0.1181, -0.1617, -0.1623, -0.1623, -0.2105, -0.1741, -0.1298, -0.0994, -0.0111, -0.0078, 0.0135, -0.0208, -0.0264, -0.0032, -0.0273, -0.0444, -0.0414, -0.0115, 0.0351, 0.1049, 0.1594, 0.2066, 0.1898, 0.2146, 0.1872, 0.1932, 0.1613, 0.1836, 0.1777, 0.1777, 0.2594, 0.2386, 0.2439, 0.2024, 0.1893, 0.1948, 0.1524, -0.0119, 0.0243, 0.0709, 0.1317, 0.1329, 0.1075, 0.129, 0.1423, 0.0979, 0.1177, 0.1177, 0.1181, 0.2101, 0.1816, 0.1368, 0.1306, 0.1232, 0.1025, 0.0436, 0.0955, 0.0944, 0.0944, 0.0201, 0.0336, 0.0269, 0.0754, 0.088, 0.0998, 0.0786, 0.1164, 0.1085, 0.1441, 0.14, 0.1526, 0.1542, 0.0596, 0.0969, 0.13, 0.1147, 0.1072, 0.0699, 0.0503, 0.0733, 0.0714, 0.1103, 0.1184, 0.1441, 0.1766, 0.1829, 0.1778, 0.1646, 0.1472, 0.1632, 0.1429, 0.1241, 0.111, 0.18, 0.2029, 0.2205, 0.2133, 0.2007, 0.1587, 0.1587, 0.1431, 0.1595, 0.1749, 0.2176, 0.2022, 0.2042, 0.207, 0.28, 0.3741, 0.4231, 0.4632, 0.478]}
{"unit_id": "quote:1886051789335679269", "ticker_idx": 0, "ts": "2025-02-02T13:59:22+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good thesis on $hood, similar to mine. I own 11,000 shares.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long HOOD with 11,000 shares; endorses $125-150 target in ~2 years thesis.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Good thesis on $hood, similar to mine. I own 11,000 shares.", "reply_text": null, "parent_text": null, "quoted_text": "I just purchased an additional  $600,000 worth of $HOOD shares in January. I now own $1M+ in shares. Why did I buy more? 🤔 \n\n$HOOD will be a $125-150 stock in the next 2 years.\n\nThis company is going to take over the Financial services industry. They're expanding their", "parent_author": null, "ret_m1d": 0.0009633764082956908, "ret_signed_m1d": 0.0009633764082956908, "alpha_spy_m1d": -0.005811770005922812, "alpha_c_m1d": -0.00313336040399137, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.004096736812287061, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013102124955366667, "ret_signed_p1d": 0.013102124955366667, "alpha_spy_p1d": 0.006393859719154182, "alpha_c_p1d": 0.015443204400004129, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": -0.0023410794446374616, "ret_p1w": 0.0842003623006784, "ret_signed_p1w": 0.0842003623006784, "alpha_spy_p1w": 0.07235647418624258, "alpha_c_p1w": 0.08127416521071007, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.00292619708996833, "ret_p1m": -0.10944123580311571, "ret_signed_p1m": -0.10944123580311571, "alpha_spy_p1m": -0.07446123732559717, "alpha_c_p1m": -0.08329991771450207, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.02614131808861364, "ret_p3m": -0.10173415103584094, "ret_signed_p3m": -0.10173415103584094, "alpha_spy_p3m": -0.03880010491254504, "alpha_c_p3m": -0.0562224554565387, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.045511695579302236, "ret_p6m": 0.9907513806778165, "ret_signed_p6m": 0.9907513806778165, "alpha_spy_p6m": 0.9216870099325993, "alpha_c_p6m": 0.9534241779891979, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.037327202688618666, "ret_p1y": 1.0408476889182827, "ret_signed_p1y": 1.0408476889182827, "alpha_spy_p1y": 0.8807882560602869, "alpha_c_p1y": 0.9834136124520523, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.057434076466230444, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 1.0408476889182827, "alpha_spy_stated": 0.8807882560602869, "alpha_c_stated": 0.9834136124520523, "price_path": [-0.4247, -0.4343, -0.4116, -0.368, -0.3642, -0.3852, -0.3792, -0.3773, -0.3256, -0.321, -0.3048, -0.3239, -0.2938, -0.2707, -0.2983, -0.2746, -0.2746, -0.2767, -0.2751, -0.2555, -0.2293, -0.2501, -0.1971, -0.2382, -0.2802, -0.2709, -0.2422, -0.2254, -0.1676, -0.1979, -0.2855, -0.2882, -0.2615, -0.2775, -0.2374, -0.2374, -0.222, -0.2482, -0.2624, -0.2821, -0.2821, -0.2401, -0.2033, -0.1771, -0.2185, -0.2137, -0.2137, -0.2277, -0.2372, -0.1954, -0.1222, -0.1121, -0.0723, -0.0723, -0.0366, -0.0335, -0.0297, -0.015, -0.0802, -0.0482, -0.0145, 0.0212, 0.001, 0.0, 0.0131, 0.0443, 0.0245, 0.0763, 0.0842, 0.0277, 0.0773, 0.2293, 0.2578, 0.2578, 0.1645, 0.1412, 0.0802, -0.0058, -0.038, -0.1152, -0.0588, -0.0601, -0.0347, -0.0965, -0.1094, -0.0728, -0.136, -0.1441, -0.3135, -0.2994, -0.2501, -0.306, -0.2439, -0.1904, -0.2274, -0.1753, -0.1588, -0.1453, -0.0682, -0.0723, -0.1382, -0.1524, -0.1923, -0.1981, -0.1877, -0.1776, -0.2628, -0.3351, -0.3177, -0.3416, -0.1867, -0.2195, -0.1584, -0.1495, -0.1507, -0.2166, -0.2066, -0.2066, -0.2322, -0.189, -0.1395, -0.0723, -0.0472, -0.0572, -0.0487, -0.0538, -0.1017, -0.0638, -0.0742, -0.0618, -0.0368, 0.0418, 0.053, 0.1066, 0.2056, 0.1829, 0.1692, 0.19, 0.2383, 0.2507, 0.2304, 0.248, 0.2171, 0.2171, 0.2721, 0.2551, 0.2322, 0.2746, 0.3098, 0.3819, 0.3925, 0.3971, 0.4428, 0.4143, 0.3971, 0.4428, 0.4227, 0.3988, 0.4788, 0.4441, 0.5096, 0.5096, 0.5125, 0.4711, 0.5802, 0.5944, 0.6285, 0.5998, 0.804, 0.779, 0.8879, 0.8189, 0.8189, 0.8008, 0.7586, 0.8216, 0.9017, 0.8948, 0.926, 0.9179, 0.9894, 1.0318, 1.1145, 1.0104, 0.9624, 0.9669, 0.964, 1.0202, 1.0572, 0.9908]}
{"unit_id": "quote:1884771068511912134", "ticker_idx": 0, "ts": "2025-01-30T01:10:14+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As a long-term investor in $TSLA, you want to focus on future revenue growth, and margin.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Self-identified long-term TSLA investor focused on future revenue growth and margin.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "As a long-term investor in $TSLA, you want to focus on future revenue growth, and margin. \n\nBelow is a great take on a $TSLA whale.", "reply_text": null, "parent_text": null, "quoted_text": "Today's the day - $TSLA's Q4 earnings results. \n\nThere are 3 things I'm looking forward to:\n\n1. Revenue\n2. Operating Income\n3. Guidance\n\nRevenue growth will increase the pricing levels in my pinned post. \n\nOperating Income will show us how strong Tesla's underlying businesses are", "parent_author": null, "ret_m1d": -0.027930430473358636, "ret_signed_m1d": -0.027930430473358636, "alpha_spy_m1d": -0.022592000002083057, "alpha_c_m1d": -0.018239183381378865, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.009691247091979771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010792463618949588, "ret_signed_p1d": 0.010792463618949588, "alpha_spy_p1d": 0.01611437470092547, "alpha_c_p1d": 0.01520926828315261, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.004416804664203022, "ret_p1w": -0.06485458062917537, "ret_signed_p1w": -0.06485458062917537, "alpha_spy_p1w": -0.06697019111346747, "alpha_c_p1w": -0.05147548452756079, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": -0.013379096101614585, "ret_p1m": -0.26806232667181296, "ret_signed_p1m": -0.26806232667181296, "alpha_spy_p1m": -0.250113138055991, "alpha_c_p1m": -0.19413438878538147, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.07392793788643148, "ret_p3m": -0.27043569583821747, "ret_signed_p3m": -0.27043569583821747, "alpha_spy_p3m": -0.18936253474636588, "alpha_c_p3m": -0.12643034393472619, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.14400535190349129, "ret_p6m": -0.21040272178860397, "ret_signed_p6m": -0.21040272178860397, "alpha_spy_p6m": -0.26968085730977487, "alpha_c_p6m": -0.17939238766106835, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": -0.03101033412753562, "ret_p1y": 0.0929849138957981, "ret_signed_p1y": 0.0929849138957981, "alpha_spy_p1y": -0.0636035059302189, "alpha_c_p1y": 0.03502488844298046, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.05796002545281764, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.0929849138957981, "alpha_spy_stated": -0.0636035059302189, "alpha_c_stated": 0.03502488844298046, "price_path": [-0.3933, -0.3718, -0.2792, -0.2582, -0.1975, -0.1256, -0.1793, -0.175, -0.2226, -0.1988, -0.1537, -0.1356, -0.1455, -0.1515, -0.1192, -0.1541, -0.155, -0.1684, -0.1684, -0.1377, -0.1079, -0.1221, -0.1058, -0.0769, -0.0276, -0.0262, 0.0018, 0.0612, 0.0445, 0.0898, 0.1567, 0.1988, 0.0996, 0.0897, 0.0519, 0.0757, 0.1549, 0.1549, 0.1345, 0.0784, 0.0428, 0.0089, 0.0089, -0.0525, 0.0254, 0.0269, -0.0148, -0.0133, -0.0133, -0.0138, 0.0076, -0.0098, 0.0698, 0.0338, 0.0655, 0.0655, 0.0594, 0.037, 0.0302, 0.0157, -0.0078, -0.0055, -0.0279, 0.0, 0.0108, -0.0415, -0.0202, -0.0552, -0.0649, -0.0966, -0.1238, -0.1793, -0.1593, -0.1108, -0.111, -0.111, -0.1153, -0.0992, -0.1146, -0.1561, -0.1743, -0.2435, -0.2735, -0.2956, -0.2681, -0.2889, -0.3204, -0.3027, -0.3418, -0.3438, -0.445, -0.424, -0.3802, -0.3987, -0.3755, -0.4054, -0.4371, -0.4108, -0.4098, -0.3787, -0.3045, -0.2802, -0.3203, -0.3177, -0.3416, -0.3526, -0.3293, -0.2936, -0.3323, -0.4018, -0.4172, -0.4457, -0.32, -0.3694, -0.3697, -0.3696, -0.3652, -0.3965, -0.397, -0.397, -0.4316, -0.4055, -0.3736, -0.3517, -0.2881, -0.2858, -0.2704, -0.2951, -0.2992, -0.2825, -0.2998, -0.3121, -0.3099, -0.2884, -0.2549, -0.2046, -0.1654, -0.1314, -0.1435, -0.1257, -0.1454, -0.1411, -0.164, -0.148, -0.1522, -0.1522, -0.0934, -0.1084, -0.1046, -0.1345, -0.1439, -0.1399, -0.1705, -0.2887, -0.2627, -0.2291, -0.1853, -0.1845, -0.2028, -0.1873, -0.1778, -0.2097, -0.1954, -0.1954, -0.1952, -0.1289, -0.1494, -0.1817, -0.1861, -0.1915, -0.2064, -0.2488, -0.2114, -0.2122, -0.2122, -0.2657, -0.256, -0.2608, -0.2259, -0.2168, -0.2083, -0.2236, -0.1964, -0.202, -0.1765, -0.1793, -0.1703, -0.1692, -0.2373, -0.2104]}
{"unit_id": "reply:1932098969703715312", "ticker_idx": 0, "ts": "2025-06-09T15:34:25+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "11B for a space company is too cheap. I think we'll see repricing soon.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "RKLB at $11B market cap is too cheap; expects upward repricing soon.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio 11B for a space company is too cheap. I think we'll see repricing soon.", "reply_text": null, "parent_text": "$RKLB 25M Vol in 1 hour.", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023390954896675642, "alpha_c_m1d": -0.02518929159058192, "bench_spy_m1d": -0.0009005204130689837, "bench_c_m1d": 0.0008978162808372936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900292647694541, "alpha_c_p1d": -0.07898244665100207, "bench_spy_p1d": 0.005669614593777128, "bench_c_p1d": -0.004350865232166212, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925357805384173, "alpha_c_p1w": -0.09617099409698482, "bench_spy_p1w": 0.00500255861329979, "bench_c_p1w": -0.008080025343557118, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.26950777844418305, "alpha_c_p1m": 0.2758499341425178, "bench_spy_p1m": 0.037509848958213965, "bench_c_p1m": 0.031167693259879226, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476106702302014, "alpha_c_p3m": 0.4010189468533585, "bench_spy_p3m": 0.08564387777197724, "bench_c_p3m": 0.04938599794163889, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.27062085645487244, "alpha_c_p6m": 0.3510752336488412, "bench_spy_p6m": 0.14300945355492423, "bench_c_p6m": 0.06255507636095547, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027085332873978, "alpha_c_p1y": 3.8485364548561822, "bench_spy_p1y": 0.2657799559534566, "bench_c_p1y": 0.21995203438467192, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.307017627402397, "alpha_spy_stated": 0.26950777844418305, "alpha_c_stated": 0.2758499341425178, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
{"unit_id": "orig:1929944686971482355", "ticker_idx": 0, "ts": "2025-06-03T16:54:04+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i decided to buy $QQQ $gpix $aipi to fill that gap", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds QQQ, GPIX, AIPI as a conservative tech-exposure play after missing timing on PLTR/NVDA.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "My \"i dont know what to buy\" conservative play is working better than i expected. I like $pltr $nvda, and other techs, but never got the timing right so i decided to buy $QQQ  $gpix $aipi to fill that gap...\n\n(total profits below) https://t.co/KgPjRMOaEp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007756314806733111, "ret_signed_m1d": -0.007756314806733111, "alpha_spy_m1d": -0.002085989061522908, "alpha_c_m1d": -0.002085989061522908, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.005670325745210203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0027878859294374614, "ret_signed_p1d": 0.0027878859294374614, "alpha_spy_p1d": 0.003056398333339927, "alpha_c_p1d": 0.003056398333339927, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.00026851240390246556, "ret_p1w": 0.01310468236288087, "ret_signed_p1w": 0.01310468236288087, "alpha_spy_p1w": 0.0013783947285728182, "alpha_c_p1w": 0.0013783947285728182, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": 0.011726287634308052, "ret_p1m": 0.045739819669435855, "ret_signed_p1m": 0.045739819669435855, "alpha_spy_p1m": 0.0017965083902535817, "alpha_c_p1m": 0.0017965083902535817, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.04394331127918227, "ret_p3m": 0.08295226908274911, "ret_signed_p3m": 0.08295226908274911, "alpha_spy_p3m": -0.00238203197510245, "alpha_c_p3m": -0.00238203197510245, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.08533430105785156, "ret_p6m": 0.1675949916560202, "ret_signed_p6m": 0.1675949916560202, "alpha_spy_p6m": 0.02082316282281349, "alpha_c_p6m": 0.02082316282281349, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.14677182883320672, "ret_p1y": 0.3615941495731134, "ret_signed_p1y": 0.3615941495731134, "alpha_spy_p1y": 0.10132453653832107, "alpha_c_p1y": 0.10132453653832107, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.26026961303479235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.045739819669435855, "alpha_spy_stated": 0.0017965083902535817, "alpha_c_stated": 0.0017965083902535817, "price_path": [-0.0755, -0.0687, -0.1048, -0.107, -0.0969, -0.1131, -0.0917, -0.0858, -0.1014, -0.0894, -0.0925, -0.0895, -0.0695, -0.0642, -0.0814, -0.0866, -0.1107, -0.1107, -0.1035, -0.097, -0.1453, -0.1984, -0.1965, -0.211, -0.1163, -0.1538, -0.1383, -0.1324, -0.1314, -0.1576, -0.1578, -0.1578, -0.1786, -0.1571, -0.1379, -0.1137, -0.1038, -0.1041, -0.0982, -0.0983, -0.0865, -0.073, -0.0785, -0.087, -0.0834, -0.074, -0.0746, -0.0369, -0.0222, -0.0163, -0.0153, -0.011, -0.01, -0.0133, -0.027, -0.0252, -0.0342, -0.0342, -0.0115, -0.0159, -0.014, -0.0155, -0.0078, 0.0, 0.0028, -0.0048, 0.005, 0.0064, 0.0131, 0.0097, 0.0121, -0.0006, 0.0133, 0.0034, 0.0032, 0.0032, -0.0009, 0.0094, 0.0248, 0.0274, 0.037, 0.0406, 0.0473, 0.0385, 0.0457, 0.056, 0.056, 0.0481, 0.0487, 0.0561, 0.0546, 0.0522, 0.056, 0.057, 0.0581, 0.0666, 0.0656, 0.0711, 0.0656, 0.0704, 0.0727, 0.0753, 0.0787, 0.077, 0.0784, 0.0727, 0.0516, 0.071, 0.0637, 0.0771, 0.0807, 0.0908, 0.0876, 0.1013, 0.1018, 0.101, 0.0961, 0.0957, 0.0808, 0.0744, 0.0694, 0.0859, 0.0828, 0.0871, 0.0888, 0.0956, 0.083, 0.083, 0.0739, 0.0823, 0.0921, 0.0937, 0.099, 0.1021, 0.1025, 0.1089, 0.1138, 0.1234, 0.1224, 0.1202, 0.1303, 0.1379, 0.1447, 0.137, 0.1331, 0.1282, 0.1328, 0.1381, 0.1412, 0.1466, 0.1514, 0.1465, 0.1551, 0.149, 0.1622, 0.1608, 0.1205, 0.1443, 0.1367, 0.1447, 0.1405, 0.1479, 0.1624, 0.1621, 0.1509, 0.1606, 0.173, 0.1939, 0.203, 0.2085, 0.19, 0.1957, 0.2014, 0.1771, 0.1847, 0.1627, 0.159, 0.1846, 0.1815, 0.1805, 0.1564, 0.1573, 0.1474, 0.1335, 0.1402, 0.1132, 0.1216, 0.1503, 0.1574, 0.1676]}
{"unit_id": "orig:1929944686971482355", "ticker_idx": 1, "ts": "2025-06-03T16:54:04+00:00", "symbol": "GPIX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i decided to buy $QQQ $gpix $aipi to fill that gap", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds QQQ, GPIX, AIPI as a conservative tech-exposure play after missing timing on PLTR/NVDA.", "resolved_tickers": ["GPIX"], "resolution_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": "My \"i dont know what to buy\" conservative play is working better than i expected. I like $pltr $nvda, and other techs, but never got the timing right so i decided to buy $QQQ  $gpix $aipi to fill that gap...\n\n(total profits below) https://t.co/KgPjRMOaEp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004561458116311257, "ret_signed_m1d": -0.004561458116311257, "alpha_spy_m1d": 0.0011088676288989463, "alpha_c_m1d": 0.0011088676288989463, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.005670325745210203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.00026851240390246556, "alpha_c_p1d": 0.00026851240390246556, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.00026851240390246556, "ret_p1w": 0.010159626918511133, "ret_signed_p1w": 0.010159626918511133, "alpha_spy_p1w": -0.0015666607157969192, "alpha_c_p1w": -0.0015666607157969192, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": 0.011726287634308052, "ret_p1m": 0.03634972763628497, "ret_signed_p1m": 0.03634972763628497, "alpha_spy_p1m": -0.007593583642897306, "alpha_c_p1m": -0.007593583642897306, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.04394331127918227, "ret_p3m": 0.07508629279338375, "ret_signed_p3m": 0.07508629279338375, "alpha_spy_p3m": -0.010248008264467812, "alpha_c_p3m": -0.010248008264467812, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.08533430105785156, "ret_p6m": 0.13154409086536178, "ret_signed_p6m": 0.13154409086536178, "alpha_spy_p6m": -0.015227737967844934, "alpha_c_p6m": -0.015227737967844934, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.14677182883320672, "ret_p1y": 0.2390405762378538, "ret_signed_p1y": 0.2390405762378538, "alpha_spy_p1y": -0.02122903679693855, "alpha_c_p1y": -0.02122903679693855, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.26026961303479235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03634972763628497, "alpha_spy_stated": -0.007593583642897306, "alpha_c_stated": -0.007593583642897306, "price_path": [-0.0362, -0.0309, -0.0555, -0.0628, -0.0553, -0.0703, -0.0512, -0.0451, -0.0546, -0.0449, -0.0469, -0.0457, -0.0279, -0.0291, -0.0358, -0.0384, -0.0589, -0.0538, -0.0506, -0.0453, -0.0872, -0.141, -0.1357, -0.1555, -0.0786, -0.1093, -0.0942, -0.086, -0.0874, -0.1068, -0.1054, -0.1054, -0.1265, -0.1046, -0.0909, -0.068, -0.0674, -0.0664, -0.0617, -0.0621, -0.0546, -0.0433, -0.0482, -0.0544, -0.0513, -0.0439, -0.0466, -0.019, -0.014, -0.0128, -0.0095, -0.0042, -0.0031, -0.0058, -0.02, -0.019, -0.0239, -0.0239, -0.0073, -0.0114, -0.0097, -0.0093, -0.0046, 0.0, 0.0, -0.0039, 0.0048, 0.0056, 0.0102, 0.0079, 0.011, 0.0021, 0.0095, 0.0035, 0.0039, 0.0039, 0.0023, 0.0106, 0.0195, 0.0197, 0.0257, 0.0299, 0.033, 0.033, 0.0363, 0.0422, 0.0422, 0.0366, 0.037, 0.0418, 0.0441, 0.0414, 0.0428, 0.0397, 0.0426, 0.0476, 0.0476, 0.0491, 0.0495, 0.056, 0.0564, 0.0597, 0.0602, 0.0579, 0.0572, 0.0543, 0.0395, 0.0536, 0.0496, 0.0562, 0.0555, 0.0623, 0.0604, 0.0694, 0.0721, 0.0726, 0.0709, 0.0713, 0.0665, 0.0646, 0.0612, 0.0745, 0.0715, 0.0751, 0.0766, 0.0795, 0.0751, 0.0751, 0.069, 0.0743, 0.0813, 0.0796, 0.0811, 0.0836, 0.0859, 0.0923, 0.0923, 0.0963, 0.095, 0.0948, 0.0984, 0.1022, 0.1056, 0.1014, 0.0993, 0.0955, 0.1008, 0.1029, 0.1063, 0.1094, 0.1099, 0.1105, 0.1139, 0.1103, 0.1154, 0.1135, 0.0894, 0.1045, 0.102, 0.1062, 0.1003, 0.1054, 0.1167, 0.1169, 0.112, 0.118, 0.1248, 0.1357, 0.138, 0.1378, 0.1284, 0.1312, 0.133, 0.1225, 0.126, 0.1154, 0.1167, 0.1315, 0.1337, 0.1343, 0.1191, 0.1193, 0.1101, 0.1019, 0.1055, 0.0899, 0.1004, 0.1154, 0.1247, 0.1315]}
{"unit_id": "orig:1929944686971482355", "ticker_idx": 2, "ts": "2025-06-03T16:54:04+00:00", "symbol": "AIPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i decided to buy $QQQ $gpix $aipi to fill that gap", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds QQQ, GPIX, AIPI as a conservative tech-exposure play after missing timing on PLTR/NVDA.", "resolved_tickers": ["AIPI"], "resolution_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": "My \"i dont know what to buy\" conservative play is working better than i expected. I like $pltr $nvda, and other techs, but never got the timing right so i decided to buy $QQQ  $gpix $aipi to fill that gap...\n\n(total profits below) https://t.co/KgPjRMOaEp", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010235705100864911, "ret_signed_m1d": -0.010235705100864911, "alpha_spy_m1d": -0.004565379355654708, "alpha_c_m1d": -0.004565379355654708, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.005670325745210203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.000952096744397446, "ret_signed_p1d": 0.000952096744397446, "alpha_spy_p1d": 0.0012206091482999115, "alpha_c_p1d": 0.0012206091482999115, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.00026851240390246556, "ret_p1w": 0.02070935327824497, "ret_signed_p1w": 0.02070935327824497, "alpha_spy_p1w": 0.008983065643936916, "alpha_c_p1w": 0.008983065643936916, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": 0.011726287634308052, "ret_p1m": 0.05729470726220831, "ret_signed_p1m": 0.05729470726220831, "alpha_spy_p1m": 0.013351395983026038, "alpha_c_p1m": 0.013351395983026038, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.04394331127918227, "ret_p3m": 0.07686307579612794, "ret_signed_p3m": 0.07686307579612794, "alpha_spy_p3m": -0.008471225261723614, "alpha_c_p3m": -0.008471225261723614, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.08533430105785156, "ret_p6m": 0.1475355436798147, "ret_signed_p6m": 0.1475355436798147, "alpha_spy_p6m": 0.0007637148466079768, "alpha_c_p6m": 0.0007637148466079768, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.14677182883320672, "ret_p1y": 0.25697482403924554, "ret_signed_p1y": 0.25697482403924554, "alpha_spy_p1y": -0.0032947889955468046, "alpha_c_p1y": -0.0032947889955468046, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.26026961303479235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05729470726220831, "alpha_spy_stated": 0.013351395983026038, "alpha_c_stated": 0.013351395983026038, "price_path": [-0.0827, -0.07, -0.1134, -0.1027, -0.0803, -0.096, -0.0631, -0.0543, -0.0702, -0.0613, -0.0626, -0.0585, -0.0393, -0.0367, -0.0598, -0.0728, -0.0928, -0.0971, -0.0899, -0.0825, -0.1381, -0.1985, -0.1886, -0.199, -0.117, -0.141, -0.1289, -0.1202, -0.1159, -0.1397, -0.1424, -0.1424, -0.1644, -0.146, -0.1212, -0.0914, -0.0808, -0.0782, -0.0734, -0.0743, -0.0678, -0.0546, -0.0553, -0.0567, -0.0556, -0.0459, -0.0477, -0.0352, -0.0274, -0.0237, -0.0232, -0.0163, -0.0179, -0.0202, -0.0331, -0.0304, -0.0343, -0.0343, -0.0167, -0.0217, -0.0233, -0.0207, -0.0102, 0.0, 0.001, -0.0052, 0.0086, 0.0164, 0.0207, 0.0188, 0.0224, 0.0169, 0.0262, 0.0257, 0.0288, 0.0288, 0.0238, 0.034, 0.0467, 0.0519, 0.0588, 0.0553, 0.0622, 0.0534, 0.0573, 0.0646, 0.0646, 0.0622, 0.0691, 0.073, 0.0671, 0.0634, 0.0669, 0.0683, 0.0705, 0.0764, 0.0784, 0.0825, 0.0752, 0.083, 0.0858, 0.0896, 0.0961, 0.0941, 0.0936, 0.0825, 0.0656, 0.0795, 0.0785, 0.0848, 0.0805, 0.0805, 0.0815, 0.0896, 0.0878, 0.0858, 0.0838, 0.0867, 0.0647, 0.0579, 0.0555, 0.0708, 0.0691, 0.0731, 0.0766, 0.0901, 0.0769, 0.0769, 0.0691, 0.0693, 0.0779, 0.0776, 0.0875, 0.0945, 0.0875, 0.0943, 0.0958, 0.1013, 0.0997, 0.1, 0.1169, 0.1226, 0.1244, 0.12, 0.1186, 0.1157, 0.1189, 0.1232, 0.1258, 0.1342, 0.1405, 0.1356, 0.1454, 0.1444, 0.151, 0.155, 0.1339, 0.1519, 0.1475, 0.1494, 0.1433, 0.1492, 0.1679, 0.1698, 0.1575, 0.1714, 0.1856, 0.1995, 0.203, 0.2055, 0.1995, 0.2064, 0.2108, 0.1868, 0.186, 0.1741, 0.1738, 0.1967, 0.1917, 0.1887, 0.1614, 0.1691, 0.1576, 0.1413, 0.1421, 0.1099, 0.1137, 0.1421, 0.1433, 0.1475]}
{"unit_id": "orig:1893029927764496662", "ticker_idx": 0, "ts": "2025-02-21T20:08:00+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA price is within the bullish triangle. Give it time to build up pressure.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TSLA forming a bullish triangle pattern; expects upward breakout once pressure builds.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "$TSLA price is within the bullish triangle. Give it time to build up pressure. https://t.co/3FjQHpNMQ5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04914152369268132, "ret_signed_m1d": 0.04914152369268132, "alpha_spy_m1d": 0.031739774453160674, "alpha_c_m1d": 0.022125658940687964, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.027015864751993357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021521578674915554, "ret_signed_p1d": -0.021521578674915554, "alpha_spy_p1d": -0.016971171808007557, "alpha_c_p1d": -0.01776689876871851, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.003754679906197045, "ret_p1w": -0.13268199652544077, "ret_signed_p1w": -0.13268199652544077, "alpha_spy_p1w": -0.12308107781407462, "alpha_c_p1w": -0.12155515315732768, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.011126843368113093, "ret_p1m": -0.1758732246637691, "ret_signed_p1m": -0.1758732246637691, "alpha_spy_p1m": -0.1356475244831704, "alpha_c_p1m": -0.11388460212574136, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.06198862253802773, "ret_p3m": -0.009413833009757844, "ret_signed_p3m": -0.009413833009757844, "alpha_spy_p3m": 0.016133015175113563, "alpha_c_p3m": 0.018780830710241614, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.028194663719999458, "ret_p6m": -0.007815228615334902, "ret_signed_p6m": -0.007815228615334902, "alpha_spy_p6m": -0.08649416918748687, "alpha_c_p6m": -0.06593723487457337, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.05812200625923847, "ret_p1y": 0.2587626016010436, "ret_signed_p1y": 0.2587626016010436, "alpha_spy_p1y": 0.09156642520523284, "alpha_c_p1y": 0.1657291124601099, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.09303348914093368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1758732246637691, "alpha_spy_stated": -0.1356475244831704, "alpha_c_stated": -0.11388460212574136, "price_path": [0.0013, -0.0145, -0.0145, 0.0218, 0.0571, 0.0403, 0.0596, 0.0938, 0.1522, 0.1539, 0.1871, 0.2575, 0.2377, 0.2914, 0.3707, 0.4205, 0.3029, 0.2912, 0.2465, 0.2747, 0.3685, 0.3685, 0.3444, 0.2779, 0.2357, 0.1955, 0.1955, 0.1228, 0.215, 0.2168, 0.1674, 0.1692, 0.1692, 0.1686, 0.1939, 0.1734, 0.2677, 0.225, 0.2626, 0.2626, 0.2554, 0.2289, 0.2208, 0.2036, 0.1757, 0.1785, 0.1519, 0.185, 0.1978, 0.1358, 0.1611, 0.1195, 0.1081, 0.0705, 0.0383, -0.0275, -0.0038, 0.0537, 0.0534, 0.0534, 0.0483, 0.0674, 0.0491, 0.0, -0.0215, -0.1036, -0.1391, -0.1653, -0.1327, -0.1573, -0.1947, -0.1738, -0.2201, -0.2224, -0.3424, -0.3174, -0.2656, -0.2875, -0.26, -0.2954, -0.333, -0.3018, -0.3006, -0.2637, -0.1759, -0.147, -0.1946, -0.1914, -0.2198, -0.2328, -0.2053, -0.1629, -0.2088, -0.2912, -0.3094, -0.3432, -0.1942, -0.2528, -0.2531, -0.253, -0.2478, -0.2849, -0.2855, -0.2855, -0.3265, -0.2955, -0.2577, -0.2318, -0.1565, -0.1537, -0.1355, -0.1647, -0.1696, -0.1498, -0.1703, -0.1849, -0.1823, -0.1568, -0.1171, -0.0575, -0.011, 0.0292, 0.0149, 0.0361, 0.0127, 0.0178, -0.0094, 0.0096, 0.0046, 0.0046, 0.0743, 0.0565, 0.0611, 0.0256, 0.0145, 0.0192, -0.017, -0.1572, -0.1263, -0.0865, -0.0347, -0.0337, -0.0553, -0.037, -0.0257, -0.0635, -0.0466, -0.0466, -0.0463, 0.0322, 0.0079, -0.0303, -0.0356, -0.0419, -0.0596, -0.1098, -0.0656, -0.0665, -0.0665, -0.1298, -0.1184, -0.1241, -0.0827, -0.0719, -0.0619, -0.08, -0.0478, -0.0544, -0.0241, -0.0276, -0.0168, -0.0155, -0.0962, -0.0644, -0.0361, -0.0491, -0.0555, -0.0874, -0.1041, -0.0845, -0.0861, -0.053, -0.046, -0.0241, 0.0036, 0.009, 0.0047, -0.0066, -0.0214, -0.0078]}
{"unit_id": "quote:1935378231747584435", "ticker_idx": 0, "ts": "2025-06-18T16:45:02+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're welcome. You deserve a lot credit for recognizing the value and buy back in again. $CRCL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish CRCL thesis on stablecoin adoption and GENIUS Act tailwind.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "You're welcome. You deserve a lot credit for recognizing the value and buy back in again.  $CRCL", "reply_text": null, "parent_text": null, "quoted_text": "$CRCL is a winner.\n\nThank you @DeepValueBagger for waking me up to the fact that stablecoins are here to stay and that the average person still doesn’t understand this market.\n\nIf the GENIUS Act becomes law, and I believe it will, $CRCL could end up being one of the most https://t.co/MWZEvntIgQ", "parent_author": null, "ret_m1d": -0.252718088916717, "ret_signed_m1d": -0.252718088916717, "alpha_spy_m1d": -0.2528688247094023, "alpha_c_m1d": -0.25311632673180096, "bench_spy_m1d": 0.00015073579268531923, "bench_c_m1d": 0.00039823781508396827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.004859969129219266, "ret_signed_p1w": -0.004859969129219266, "alpha_spy_p1w": -0.02406660987485476, "alpha_c_p1w": -0.03206398516214204, "bench_spy_p1w": 0.019206640745635495, "bench_c_p1w": 0.027204016032922773, "ret_p1m": 0.17781455055033013, "ret_signed_p1m": 0.17781455055033013, "alpha_spy_p1m": 0.12348843848018487, "alpha_c_p1m": 0.12863183207451057, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.049182718475819565, "ret_p3m": -0.32837313737497453, "ret_signed_p3m": -0.32837313737497453, "alpha_spy_p3m": -0.43788004899956356, "alpha_c_p3m": -0.4009331509235745, "bench_spy_p3m": 0.10950691162458903, "bench_c_p3m": 0.07256001354859998, "ret_p6m": -0.5562402859866685, "ret_signed_p6m": -0.5562402859866685, "alpha_spy_p6m": -0.7163963923247098, "alpha_c_p6m": -0.6561862897379217, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.09994600375125318, "ret_p1y": -0.5977754383872578, "ret_signed_p1y": -0.5977754383872578, "alpha_spy_p1y": -0.8464446381749637, "alpha_c_p1y": -0.6552746318492533, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.0574991934619955, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17781455055033013, "alpha_spy_stated": 0.12348843848018487, "alpha_c_stated": 0.12863183207451057, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.583, -0.4604, -0.4226, -0.4694, -0.4128, -0.4662, -0.3308, -0.2431, -0.2527, 0.0, 0.0, 0.2039, 0.32, 0.1155, -0.0049, 0.0703, -0.096, -0.0917, -0.0354, -0.1083, -0.0542, -0.0542, 0.0394, 0.0262, 0.0055, 0.0166, -0.0614, 0.0256, -0.0213, 0.1684, 0.1778, 0.1212, 0.0827, -0.0064, 0.0141, -0.0326, -0.0337, -0.0713, -0.0899, -0.0455, -0.0805, -0.1578, -0.1742, -0.2288, -0.1898, -0.2338, -0.2032, -0.1925, -0.1823, -0.2326, -0.3024, -0.2522, -0.2906, -0.3225, -0.3095, -0.3396, -0.3234, -0.3725, -0.3534, -0.3617, -0.344, -0.3387, -0.3387, -0.3981, -0.4065, -0.4113, -0.426, -0.4365, -0.4088, -0.4304, -0.3301, -0.3721, -0.3284, -0.3246, -0.3435, -0.2965, -0.2778, -0.3104, -0.3438, -0.3407, -0.3754, -0.3637, -0.3303, -0.3357, -0.3535, -0.2499, -0.2696, -0.2559, -0.2549, -0.2462, -0.2461, -0.3339, -0.3112, -0.3263, -0.3262, -0.3564, -0.3663, -0.3446, -0.3494, -0.3748, -0.3494, -0.2883, -0.2821, -0.3181, -0.3399, -0.3852, -0.3638, -0.4095, -0.4426, -0.4337, -0.4989, -0.4832, -0.4784, -0.5075, -0.5676, -0.5875, -0.5897, -0.6163, -0.6162, -0.6507, -0.6647, -0.6426, -0.6356, -0.6487, -0.6361, -0.6361, -0.5995, -0.6195, -0.612, -0.5677, -0.5618, -0.571, -0.5793, -0.5547, -0.557, -0.5562]}
{"unit_id": "reply:1938266310577635395", "ticker_idx": 0, "ts": "2025-06-26T16:01:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This might be a long term for me", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Considering HIMS as a long-term hold on strong CPO hire from Robinhood.", "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": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy Great to see. This might be a long term for me", "reply_text": null, "parent_text": "We have all seen first hand what flawless product execution paired with a subscription model has done for $HOOD.\n\n$HIMS has now hired Robinhood’s VP of Product to be their Chief Product Officer (CPO). \n\nI genuinely could not have envisioned a better hire for this position.\n\nWe", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.10522902031845638, "ret_signed_m1d": -0.10522902031845638, "alpha_spy_m1d": -0.09746594739583814, "alpha_c_m1d": -0.09746594739583814, "bench_spy_m1d": -0.0077630729226182416, "bench_c_m1d": -0.0077630729226182416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06763183125915351, "ret_signed_p1d": 0.06763183125915351, "alpha_spy_p1d": 0.06266350896580808, "alpha_c_p1d": 0.06266350896580808, "bench_spy_p1d": 0.0049683222933454285, "bench_c_p1d": 0.0049683222933454285, "ret_p1w": 0.03673294744553757, "ret_signed_p1w": 0.03673294744553757, "alpha_spy_p1w": 0.014718461741680455, "alpha_c_p1w": 0.014718461741680455, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.022014485703857112, "ret_p1m": 0.24567854465174155, "ret_signed_p1m": 0.24567854465174155, "alpha_spy_p1m": 0.20444432387330003, "alpha_c_p1m": 0.20444432387330003, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.04123422077844152, "ret_p3m": 0.21002596104326865, "ret_signed_p3m": 0.21002596104326865, "alpha_spy_p3m": 0.12311405761435879, "alpha_c_p3m": 0.12311405761435879, "bench_spy_p3m": 0.08691190342890986, "bench_c_p3m": 0.08691190342890986, "ret_p6m": -0.23163348506399262, "ret_signed_p6m": -0.23163348506399262, "alpha_spy_p6m": -0.3503246582611742, "alpha_c_p6m": -0.3503246582611742, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.11869117319718159, "ret_p1y": -0.34809851183940943, "ret_signed_p1y": -0.34809851183940943, "alpha_spy_p1y": -0.5922069183101194, "alpha_c_p1y": -0.5922069183101194, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 0.24410840647070997, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.34809851183940943, "alpha_spy_stated": -0.5922069183101194, "alpha_c_stated": -0.5922069183101194, "price_path": [-0.3615, -0.3291, -0.3254, -0.3952, -0.4384, -0.4, -0.436, -0.3628, -0.4207, -0.4116, -0.3883, -0.3634, -0.4177, -0.4116, -0.4116, -0.4417, -0.4522, -0.4229, -0.392, -0.393, -0.3846, -0.2429, -0.2848, -0.2187, -0.118, -0.0951, 0.0689, 0.1312, 0.1106, 0.1227, 0.193, 0.3829, 0.3207, 0.2658, 0.3969, 0.347, 0.3226, 0.2532, 0.1564, 0.1847, 0.1847, 0.153, 0.1525, 0.1322, 0.2221, 0.2267, 0.1826, 0.1584, 0.1402, 0.2172, 0.2286, 0.1938, 0.2437, 0.2349, 0.1988, 0.2917, 0.28, 0.3196, 0.3196, 0.3876, -0.0929, -0.072, -0.1052, 0.0, 0.0676, 0.0771, 0.0363, 0.0255, 0.0367, 0.0367, 0.0462, 0.0579, 0.1072, 0.0862, 0.0348, 0.1242, 0.0903, 0.1204, 0.0802, 0.0886, 0.0285, 0.0806, 0.2537, 0.2385, 0.2457, 0.2679, 0.3023, 0.4159, 0.43, 0.3516, 0.3688, 0.1997, 0.1048, 0.1031, 0.1223, 0.0799, 0.0363, 0.0443, 0.0184, -0.0056, -0.0255, -0.0886, -0.0627, -0.0501, -0.0369, -0.0711, -0.0201, -0.049, -0.0467, -0.0849, -0.0849, -0.1026, -0.0393, 0.0395, 0.046, 0.0726, 0.0326, 0.0324, 0.1184, 0.1992, 0.1659, 0.0996, 0.0879, 0.2143, 0.2494, 0.2468, 0.21, 0.1506, 0.1856, 0.2619, 0.2774, 0.2256, 0.2167, 0.2504, 0.1353, 0.1832, 0.2526, 0.2569, 0.2586, 0.1657, 0.1826, 0.1672, 0.3561, 0.2781, 0.0756, 0.1098, 0.0666, 0.0255, 0.0478, 0.054, 0.0421, 0.0182, 0.0076, -0.048, -0.0177, -0.0408, -0.0754, -0.0551, -0.1029, -0.1134, -0.113, -0.1411, -0.1569, -0.221, -0.201, -0.2312, -0.2165, -0.2258, -0.2736, -0.25, -0.1837, -0.1986, -0.1703, -0.1703, -0.1409, -0.1895, -0.2154, -0.199, -0.1353, -0.153, -0.1547, -0.1396, -0.1815, -0.1839, -0.196, -0.2167, -0.2035, -0.2444, -0.2487, -0.2316]}
{"unit_id": "orig:1939853484406272194", "ticker_idx": 0, "ts": "2025-07-01T01:08:06+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "After the Big Beautiful Bill (BBB) passes, it's one less thing Elon can talk about, and the bill itself will provide some economic drivers (tax cut, deregulation, etc) for the overall market to go up", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish TSLA post-BBB passage; political noise fades and tax cuts/deregulation drive market higher.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Here's my full analysis on Elon Musk politics & Tesla.\n\n1. Obviously Elon is very passionate about cutting the debt (as do I). Elon is threatening literally, \"If this bill pass, the American Party will be started the next day\". This is a clear threat to the midterm and Republican's control over the Congress. Given Elon's record, this is a very legitimate concern for both parties, and no doubt he's getting a lot calls from politicians right now.\n\n2. Trump is grandiose person who wants to build a legacy. You can't build a legacy doing nothing. I don't believe there is any incentive for Congress to make any change including shortening their own terms. Ancient Rome had same problem with politicians overspending eventually fell into ruin. Human nature / incentives in politics are not well aligned and the American Party will fall into the same problem as any political party. I think Elon knows this as well, and maybe he doesn't really want to start the American Party (my guess).\n\n3. After the Big Beautiful Bill (BBB) passes, it's one less thing Elon can talk about, and the bill itself will provide some economic drivers (tax cut, deregulation, etc) for the overall market to go up.\n\n4. Long term, the spending is going to be a huge problem, and AI could help it, but in the process will create a lot of social problems. The government tends to be slow at reacting and will leave a lot of disenfranchised people. I think the government should have an AI tax for every job it destroys, reinvest it, and reduce the tax burden on Americans. Given how beholden lawmakers are to companies, I doubt this will happen fast. The only good thing is being a shareholder and ride out the apocalypse.  One of the reason why I'm rushing to FatFire is I want to have enough capital to survive through social turmoil in the coming year caused by rising debt, taxes, and ai.\n\nIn conclusion, just let Elon throw ultimatum around while he still can. After the bill passes, we'll get back to normal. $tsla", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05636664124465374, "ret_signed_m1d": 0.05636664124465374, "alpha_spy_m1d": 0.05604292220041218, "alpha_c_m1d": 0.060627573048538164, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.004260931803884427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04968242780731846, "ret_signed_p1d": 0.04968242780731846, "alpha_spy_p1d": 0.045149162228514284, "alpha_c_p1d": 0.04166445295680643, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.008017974850512033, "ret_p1w": -0.009643822882145936, "ret_signed_p1w": -0.009643822882145936, "alpha_spy_p1w": -0.01399904298661736, "alpha_c_p1w": -0.0068948391670105025, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": -0.0027489837151354335, "ret_p1m": 0.060955796650281835, "ret_signed_p1m": 0.060955796650281835, "alpha_spy_p1m": 0.033739817398674266, "alpha_c_p1m": 0.03832222966953713, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.0226335669807447, "ret_p3m": 0.4645339576695575, "ret_signed_p3m": 0.4645339576695575, "alpha_spy_p3m": 0.39005030203428337, "alpha_c_p3m": 0.36431955835786733, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.10021439931169018, "ret_p6m": 0.6141798001048342, "ret_signed_p6m": 0.6141798001048342, "alpha_spy_p6m": 0.4900161617265826, "alpha_c_p6m": 0.48662922434922473, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.12755057575560946, "ret_p1y": 0.33181471056708345, "ret_signed_p1y": 0.33181471056708345, "alpha_spy_p1y": 0.10941682968789856, "alpha_c_p1y": 0.25204303304658815, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.0797716775204953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060955796650281835, "alpha_spy_stated": 0.033739817398674266, "alpha_c_stated": 0.03832222966953713, "price_path": [-0.1112, -0.2038, -0.2242, -0.2622, -0.0948, -0.1607, -0.161, -0.1608, -0.155, -0.1967, -0.1973, -0.1973, -0.2435, -0.2086, -0.1662, -0.137, -0.0524, -0.0493, -0.0289, -0.0617, -0.0671, -0.0449, -0.068, -0.0843, -0.0814, -0.0528, -0.0081, 0.0588, 0.1109, 0.1562, 0.14, 0.1638, 0.1376, 0.1434, 0.1128, 0.1341, 0.1285, 0.1285, 0.2068, 0.1869, 0.1919, 0.1521, 0.1396, 0.1449, 0.1042, -0.0532, -0.0185, 0.0262, 0.0844, 0.0855, 0.0612, 0.0818, 0.0945, 0.052, 0.071, 0.071, 0.0713, 0.1595, 0.1322, 0.0893, 0.0834, 0.0762, 0.0564, 0.0, 0.0497, 0.0487, 0.0487, -0.0225, -0.0096, -0.0161, 0.0305, 0.0426, 0.0538, 0.0335, 0.0697, 0.0622, 0.0962, 0.0924, 0.1044, 0.1059, 0.0153, 0.051, 0.0827, 0.0681, 0.061, 0.0251, 0.0064, 0.0284, 0.0266, 0.0638, 0.0717, 0.0962, 0.1274, 0.1335, 0.1286, 0.116, 0.0993, 0.1146, 0.0951, 0.0771, 0.0645, 0.1307, 0.1526, 0.1695, 0.1626, 0.1505, 0.1103, 0.1103, 0.0953, 0.111, 0.1258, 0.1667, 0.1519, 0.1538, 0.1566, 0.2265, 0.3167, 0.3636, 0.4021, 0.4162, 0.3862, 0.4169, 0.4439, 0.4161, 0.4725, 0.408, 0.4645, 0.4739, 0.4789, 0.5279, 0.4499, 0.4294, 0.5073, 0.4402, 0.4588, 0.4484, 0.375, 0.4496, 0.4274, 0.4471, 0.4258, 0.4609, 0.4879, 0.4719, 0.4598, 0.4931, 0.4423, 0.5045, 0.5315, 0.5347, 0.4635, 0.5183, 0.5575, 0.4774, 0.5366, 0.4829, 0.4284, 0.4806, 0.4619, 0.4319, 0.3368, 0.3447, 0.3598, 0.3343, 0.3435, 0.3143, 0.3006, 0.3893, 0.3947, 0.4186, 0.4186, 0.4305, 0.4304, 0.4274, 0.4856, 0.5115, 0.5131, 0.4618, 0.4804, 0.5013, 0.4861, 0.5263, 0.5806, 0.6291, 0.5539, 0.6074, 0.6002, 0.6253, 0.6147, 0.6142]}
{"unit_id": "quote:1899647510898975079", "ticker_idx": 0, "ts": "2025-03-12T02:23:54+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is how $TSLA will get to double vehicle output per year.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish TSLA: Model Q / Redwood at ~$25K launching H2 2025 will double vehicle output using unboxed manufacturing without new factories.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "This is how $TSLA will get to double vehicle output per year. \n\nExpected to begin production in H2 2025. And this will be done without building new factory, utilizing Tesla's new \"unboxing manufacturing\" approach.\n\n(I hope it looks like below)", "reply_text": null, "parent_text": null, "quoted_text": "🔥🔥 Tesla is rumored to launch the “Model Q” for under $30K in the first half of 2025!\n\nReportedly, new details were shared during an investor meeting with Deutsche Bank, attended by Tesla’s Head of Investor Relations, Travis Axelrod:\n✅ Codenamed “Redwood”\n✅ Starting at $25K https://t.co/JRbJgnQSBU", "parent_author": null, "ret_m1d": -0.07057920418116292, "ret_signed_m1d": -0.07057920418116292, "alpha_spy_m1d": -0.0653007264053328, "alpha_c_m1d": -0.06480774826555946, "bench_spy_m1d": -0.005278477775830126, "bench_c_m1d": -0.005771455915603463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02986820819658198, "ret_signed_p1d": -0.02986820819658198, "alpha_spy_p1d": -0.016537660785145514, "alpha_c_p1d": -0.004909909795484224, "bench_spy_p1d": -0.013330547411436466, "bench_c_p1d": -0.024958298401097756, "ret_p1w": -0.04929660973061645, "ret_signed_p1w": -0.04929660973061645, "alpha_spy_p1w": -0.06407654744948843, "alpha_c_p1w": -0.04767649977748545, "bench_spy_p1w": 0.014779937718871983, "bench_c_p1w": -0.0016201099531309993, "ret_p1m": 0.0173727180547969, "ret_signed_p1m": 0.0173727180547969, "alpha_spy_p1m": 0.07590495932451968, "alpha_c_p1m": 0.06350650283895265, "bench_spy_p1m": -0.058532241269722785, "bench_c_p1m": -0.04613378478415575, "ret_p3m": 0.24382277047555578, "ret_signed_p3m": 0.24382277047555578, "alpha_spy_p3m": 0.16757248805105718, "alpha_c_p3m": 0.1581210661214496, "bench_spy_p3m": 0.0762502824244986, "bench_c_p3m": 0.08570170435410618, "ret_p6m": 0.364545139975051, "ret_signed_p6m": 0.364545139975051, "alpha_spy_p6m": 0.1961206099105326, "alpha_c_p6m": 0.1682273972208188, "bench_spy_p6m": 0.1684245300645184, "bench_c_p6m": 0.1963177427542322, "ret_p1y": 0.6224354698180545, "ret_signed_p1y": 0.6224354698180545, "alpha_spy_p1y": 0.38056224170548103, "alpha_c_p1y": 0.42898581451972007, "bench_spy_p1y": 0.2418732281125735, "bench_c_p1y": 0.19344965529833447, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.24382277047555578, "alpha_spy_stated": 0.16757248805105718, "alpha_c_stated": 0.1581210661214496, "price_path": [0.7584, 0.8663, 0.9342, 0.7741, 0.7581, 0.6972, 0.7357, 0.8634, 0.8634, 0.8305, 0.7399, 0.6825, 0.6278, 0.6278, 0.5288, 0.6544, 0.6569, 0.5896, 0.5919, 0.5919, 0.5911, 0.6257, 0.5976, 0.7261, 0.668, 0.7191, 0.7191, 0.7093, 0.6732, 0.6622, 0.6388, 0.6008, 0.6046, 0.5684, 0.6134, 0.6309, 0.5465, 0.5809, 0.5243, 0.5088, 0.4576, 0.4137, 0.3241, 0.3564, 0.4347, 0.4343, 0.4343, 0.4273, 0.4533, 0.4285, 0.3616, 0.3323, 0.2205, 0.1722, 0.1365, 0.1809, 0.1474, 0.0965, 0.125, 0.0619, 0.0588, -0.1046, -0.0706, 0.0, -0.0299, 0.0076, -0.0406, -0.0918, -0.0493, -0.0477, 0.0025, 0.1221, 0.1614, 0.0966, 0.1009, 0.0623, 0.0446, 0.0821, 0.1397, 0.0774, -0.0349, -0.0597, -0.1057, 0.0972, 0.0174, 0.017, 0.0172, 0.0243, -0.0264, -0.0271, -0.0271, -0.083, -0.0408, 0.0107, 0.046, 0.1486, 0.1523, 0.1771, 0.1373, 0.1307, 0.1577, 0.1297, 0.1099, 0.1134, 0.1481, 0.2022, 0.2833, 0.3466, 0.4014, 0.3818, 0.4107, 0.3789, 0.3859, 0.3488, 0.3747, 0.3678, 0.3678, 0.4627, 0.4386, 0.4448, 0.3965, 0.3813, 0.3877, 0.3384, 0.1476, 0.1896, 0.2438, 0.3144, 0.3158, 0.2863, 0.3113, 0.3267, 0.2751, 0.2981, 0.2981, 0.2986, 0.4055, 0.3724, 0.3203, 0.3132, 0.3045, 0.2804, 0.2121, 0.2723, 0.2711, 0.2711, 0.1848, 0.2004, 0.1926, 0.249, 0.2637, 0.2774, 0.2527, 0.2966, 0.2875, 0.3288, 0.3241, 0.3387, 0.3405, 0.2306, 0.274, 0.3124, 0.2947, 0.286, 0.2426, 0.2198, 0.2466, 0.2444, 0.2895, 0.299, 0.3288, 0.3666, 0.3739, 0.368, 0.3527, 0.3324, 0.351, 0.3274, 0.3056, 0.2903, 0.3705, 0.3971, 0.4175, 0.4092, 0.3946, 0.3458, 0.3458, 0.3276, 0.3466, 0.3645]}
{"unit_id": "reply:1890523916973543699", "ticker_idx": 0, "ts": "2025-02-14T22:10:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added more $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added more RKLB; ongoing accumulation position.", "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": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio Progress every week.\n\nI collected my CC today too.\nAdded more $rklb", "reply_text": null, "parent_text": "16% up this week ❇️\n\n$RKLB 150 call sells expired worthless at 1500$ profit \n\n$NBIS hit all time high of 47.68$ \n\n$RKLB is stuck under 30$ giving you enough time to accumulate before earnings push it to 40$ &amp; it never looks back 20s\n\nSee you next week 🫶", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": 0.010093752305543768, "ret_signed_m1d": 0.010093752305543768, "alpha_spy_m1d": 0.013020954483813463, "alpha_c_m1d": 0.01788439321682911, "bench_spy_m1d": -0.0029272021782696944, "bench_c_m1d": -0.00779064091128534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06524871957017409, "ret_signed_p1d": -0.06524871957017409, "alpha_spy_p1d": -0.06760374016911697, "alpha_c_p1d": -0.06625847206079216, "bench_spy_p1d": 0.0023550205989428807, "bench_c_p1d": 0.0010097524906180766, "ret_p1w": -0.26892570822007444, "ret_signed_p1w": -0.26892570822007444, "alpha_spy_p1w": -0.24071601930573716, "alpha_c_p1w": -0.2421639021248575, "bench_spy_p1w": -0.028209688914337283, "bench_c_p1w": -0.026761806095216945, "ret_p1m": -0.3229992486806531, "ret_signed_p1m": -0.3229992486806531, "alpha_spy_p1m": -0.250455335064234, "alpha_c_p1m": -0.28693206076842914, "bench_spy_p1m": -0.0725439136164191, "bench_c_p1m": -0.036067187912223964, "ret_p3m": -0.0782263912832929, "ret_signed_p3m": -0.0782263912832929, "alpha_spy_p3m": -0.05287436154122127, "alpha_c_p3m": -0.11856152770868389, "bench_spy_p3m": -0.025352029742071625, "bench_c_p3m": 0.040335136425390994, "ret_p6m": 0.5501081598699207, "ret_signed_p6m": 0.5501081598699207, "alpha_spy_p6m": 0.4891875729066455, "alpha_c_p6m": 0.4434653075984374, "bench_spy_p6m": 0.06092058696327518, "bench_c_p6m": 0.10664285227148329, "ret_p1y": 1.39077145789576, "ret_signed_p1y": 1.39077145789576, "alpha_spy_p1y": 1.2696125160865048, "alpha_c_p1y": 1.1595539534852437, "bench_spy_p1y": 0.12115894180925513, "bench_c_p1y": 0.23121750441051625, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3229992486806531, "alpha_spy_stated": -0.250455335064234, "alpha_c_stated": -0.28693206076842914, "price_path": [-0.1921, -0.1615, -0.1327, -0.0829, -0.0746, -0.0746, -0.0166, -0.1292, -0.1705, -0.1669, -0.1377, -0.1103, -0.1622, -0.1763, -0.1583, -0.186, -0.1197, -0.0663, -0.0494, -0.1738, -0.1629, -0.1035, -0.0775, -0.0411, -0.0411, 0.0252, -0.0187, -0.0512, -0.0818, -0.0818, -0.1002, 0.036, 0.0382, 0.0076, -0.0137, -0.0137, -0.0299, -0.1381, -0.1291, -0.1035, -0.1118, -0.1348, -0.1348, 0.1273, 0.0678, 0.1381, 0.0944, 0.0609, 0.0447, 0.0407, 0.0285, 0.0472, 0.0231, 0.0339, 0.031, -0.0022, -0.0119, 0.1031, 0.0173, -0.0043, 0.0202, 0.0101, 0.0101, 0.0, -0.0652, -0.0894, -0.151, -0.1893, -0.2689, -0.234, -0.2851, -0.2614, -0.3273, -0.3152, -0.2646, -0.3273, -0.3223, -0.3828, -0.3572, -0.3356, -0.3666, -0.3219, -0.3115, -0.3518, -0.323, -0.332, -0.3172, -0.2714, -0.2693, -0.2992, -0.336, -0.3288, -0.3554, -0.3457, -0.3028, -0.3551, -0.4099, -0.3684, -0.3807, -0.2578, -0.2924, -0.2924, -0.3104, -0.2404, -0.2799, -0.2884, -0.2884, -0.3277, -0.3136, -0.2686, -0.2112, -0.1932, -0.1828, -0.1925, -0.2145, -0.2026, -0.1712, -0.1896, -0.1936, -0.1965, -0.1673, -0.2606, -0.2336, -0.213, -0.1301, -0.0908, -0.0782, -0.0699, -0.0627, -0.0926, -0.0692, -0.0836, -0.0836, 0.0368, 0.0429, -0.0141, -0.0342, -0.0411, -0.0368, -0.0299, -0.0465, 0.0425, 0.0685, -0.0205, -0.0137, -0.0483, -0.084, -0.0429, -0.0476, 0.004, 0.004, 0.0829, 0.1817, 0.2062, 0.1662, 0.3028, 0.2754, 0.2895, 0.2376, 0.2862, 0.2855, 0.2855, 0.4016, 0.3965, 0.411, 0.4095, 0.407, 0.5577, 0.6078, 0.7192, 0.8504, 0.8526, 0.7012, 0.69, 0.7718, 0.735, 0.7098, 0.6262, 0.5786, 0.6741, 0.6554, 0.6154, 0.6056, 0.6132, 0.5898, 0.5937, 0.611, 0.6229, 0.5656, 0.5501]}
{"unit_id": "thread:1932069505011720450", "ticker_idx": 0, "ts": "2025-06-09T13:37:20+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought total 1700 shares $RKLB under $30", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed long position of 1700 shares of RKLB accumulated under $30.", "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": "Market is dumping. Wow. Bought 950 shares of $rklb\n\n---\n\nBought total 1700 shares $RKLB under $30.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023390954896675642, "alpha_c_m1d": -0.02518929159058192, "bench_spy_m1d": -0.0009005204130689837, "bench_c_m1d": 0.0008978162808372936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900292647694541, "alpha_c_p1d": -0.07898244665100207, "bench_spy_p1d": 0.005669614593777128, "bench_c_p1d": -0.004350865232166212, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925357805384173, "alpha_c_p1w": -0.09617099409698482, "bench_spy_p1w": 0.00500255861329979, "bench_c_p1w": -0.008080025343557118, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.26950777844418305, "alpha_c_p1m": 0.2758499341425178, "bench_spy_p1m": 0.037509848958213965, "bench_c_p1m": 0.031167693259879226, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476106702302014, "alpha_c_p3m": 0.4010189468533585, "bench_spy_p3m": 0.08564387777197724, "bench_c_p3m": 0.04938599794163889, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.27062085645487244, "alpha_c_p6m": 0.3510752336488412, "bench_spy_p6m": 0.14300945355492423, "bench_c_p6m": 0.06255507636095547, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027085332873978, "alpha_c_p1y": 3.8485364548561822, "bench_spy_p1y": 0.2657799559534566, "bench_c_p1y": 0.21995203438467192, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.307017627402397, "alpha_spy_stated": 0.26950777844418305, "alpha_c_stated": 0.2758499341425178, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
{"unit_id": "quote:1931445651797062092", "ticker_idx": 0, "ts": "2025-06-07T20:18:22+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 I called this a few days ago! The bear argument of SpaceX keeps falling apart....", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB as SpaceX alternative amid Trump-Musk feud; bear case of SpaceX competition eroding.", "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 I called this a few days ago! The bear argument of SpaceX keeps falling apart....", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: NASA, Pentagon push for SpaceX alternatives amid Trump’s feud with Musk. 👀\n\n\"Since Thursday’s exchange, at least three commercial space companies, $RKLB, Stoke Space and Jeff Bezos’s Blue Origin, were contacted by government officials about the status of their rockets https://t.co/qLLaMXCzgd", "parent_author": null, "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023390954896675642, "alpha_c_m1d": -0.02518929159058192, "bench_spy_m1d": -0.0009005204130689837, "bench_c_m1d": 0.0008978162808372936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900292647694541, "alpha_c_p1d": -0.07898244665100207, "bench_spy_p1d": 0.005669614593777128, "bench_c_p1d": -0.004350865232166212, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925357805384173, "alpha_c_p1w": -0.09617099409698482, "bench_spy_p1w": 0.00500255861329979, "bench_c_p1w": -0.008080025343557118, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.26950777844418305, "alpha_c_p1m": 0.2758499341425178, "bench_spy_p1m": 0.037509848958213965, "bench_c_p1m": 0.031167693259879226, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476106702302014, "alpha_c_p3m": 0.4010189468533585, "bench_spy_p3m": 0.08564387777197724, "bench_c_p3m": 0.04938599794163889, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.27062085645487244, "alpha_c_p6m": 0.3510752336488412, "bench_spy_p6m": 0.14300945355492423, "bench_c_p6m": 0.06255507636095547, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027085332873978, "alpha_c_p1y": 3.8485364548561822, "bench_spy_p1y": 0.2657799559534566, "bench_c_p1y": 0.21995203438467192, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.307017627402397, "alpha_spy_stated": 0.26950777844418305, "alpha_c_stated": 0.2758499341425178, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
{"unit_id": "quote:1889787829871411575", "ticker_idx": 0, "ts": "2025-02-12T21:25:03+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 60 $hood calls will print tomorrow and 10 sell puts for $3650. That's on top of the 11000 shares on $hood. We havent heard from Vlad yet so i expect some big guidance and plans coming up.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Long HOOD via 11K shares, 60 calls, and 10 short puts; expects big guidance/plans from CEO Vlad.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "My 60 $hood calls will print tomorrow and 10 sell puts for $3650.  That's on top of the 11000 shares on $hood.  We havent heard from Vlad yet so i expect some big guidance and plans coming up.", "reply_text": null, "parent_text": null, "quoted_text": "I have a good feeling about $hood", "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.12131658238756649, "alpha_spy_stated": -0.12238259243819838, "alpha_c_stated": -0.11532036535744083, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "reply:1890096925925576738", "ticker_idx": 0, "ts": "2025-02-13T17:53:18+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought 1000 shares today. Happy at these prices. Means generally public not pricing in neutron or even aware of it.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought 1000 shares; bullish that Neutron rocket is not yet priced in by the public.", "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": "reply_other", "lang": "en", "tweet_text": "@cw30720668 Bought 1000 shares today. Happy at these prices. Means generally public not pricing in neutron or even aware of it. Rather slow and steady", "reply_text": null, "parent_text": "If MM wasn’t able to pull $RKLB  below 26, they will push it back to 30 😎", "quoted_text": null, "parent_author": "cw30720668", "ret_m1d": -0.024028212585131437, "ret_signed_m1d": -0.024028212585131437, "alpha_spy_m1d": -0.013580805010595443, "alpha_c_m1d": -0.023012928288048573, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.0010152842970828635, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009893950065207102, "ret_signed_p1d": -0.009893950065207102, "alpha_spy_p1d": -0.009844671281586725, "alpha_c_p1d": -0.007428195188419862, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": -0.0024657548767872406, "ret_p1w": -0.10742046254890525, "ret_signed_p1w": -0.10742046254890525, "alpha_spy_p1w": -0.10848647259953714, "alpha_c_p1w": -0.10720292579348234, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00021753675542290907, "ret_p1m": -0.3353356899985509, "ret_signed_p1m": -0.3353356899985509, "alpha_spy_p1m": -0.2583835094581928, "alpha_c_p1m": -0.2863112053289153, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.049024484669635604, "ret_p3m": -0.22862189002753186, "ret_signed_p3m": -0.22862189002753186, "alpha_spy_p3m": -0.1939760543036515, "alpha_c_p3m": -0.256354161261245, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": 0.027732271233713135, "ret_p6m": 0.5791519375090566, "ret_signed_p6m": 0.5791519375090566, "alpha_spy_p6m": 0.5278897846635784, "alpha_c_p6m": 0.4786094714361633, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.1005424660728933, "ret_p1y": 1.6201414673105372, "ret_signed_p1y": 1.6201414673105372, "alpha_spy_p1y": 1.466227026478626, "alpha_c_p1y": 1.388492000783061, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.2316494665274762, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3353356899985509, "alpha_spy_stated": -0.2583835094581928, "alpha_c_stated": -0.2863112053289153, "price_path": [-0.3184, -0.2756, -0.2869, -0.2081, -0.1781, -0.1498, -0.1011, -0.0929, -0.0929, -0.036, -0.1465, -0.1869, -0.1834, -0.1548, -0.1279, -0.1788, -0.1926, -0.1749, -0.2021, -0.1371, -0.0848, -0.0682, -0.1901, -0.1795, -0.1212, -0.0958, -0.0601, -0.0601, 0.0049, -0.0382, -0.07, -0.1, -0.1, -0.118, 0.0155, 0.0177, -0.0124, -0.0332, -0.0332, -0.0491, -0.1551, -0.1463, -0.1212, -0.1293, -0.1519, -0.1519, 0.1049, 0.0466, 0.1155, 0.0728, 0.0399, 0.024, 0.0201, 0.0081, 0.0265, 0.0028, 0.0134, 0.0106, -0.0219, -0.0314, 0.0813, -0.0028, -0.024, 0.0, -0.0099, -0.0099, -0.0198, -0.0837, -0.1074, -0.1678, -0.2053, -0.2834, -0.2491, -0.2993, -0.276, -0.3406, -0.3288, -0.2792, -0.3406, -0.3357, -0.3951, -0.37, -0.3488, -0.3792, -0.3353, -0.3251, -0.3647, -0.3364, -0.3452, -0.3307, -0.2859, -0.2837, -0.3131, -0.3491, -0.342, -0.3682, -0.3587, -0.3166, -0.3678, -0.4216, -0.3809, -0.3929, -0.2724, -0.3064, -0.3064, -0.324, -0.2555, -0.2942, -0.3025, -0.3025, -0.341, -0.3272, -0.283, -0.2269, -0.2092, -0.1989, -0.2085, -0.23, -0.2184, -0.1876, -0.2057, -0.2095, -0.2124, -0.1837, -0.2753, -0.2488, -0.2286, -0.1473, -0.1088, -0.0965, -0.0883, -0.0813, -0.1106, -0.0876, -0.1018, -0.1018, 0.0163, 0.0223, -0.0336, -0.0534, -0.0601, -0.0558, -0.0491, -0.0654, 0.0219, 0.0473, -0.0399, -0.0332, -0.0671, -0.1021, -0.0618, -0.0664, -0.0159, -0.0159, 0.0615, 0.1583, 0.1823, 0.1431, 0.277, 0.2502, 0.264, 0.2131, 0.2608, 0.2601, 0.2601, 0.3739, 0.3689, 0.383, 0.3816, 0.3792, 0.5269, 0.576, 0.6852, 0.8138, 0.8159, 0.6675, 0.6565, 0.7367, 0.7007, 0.676, 0.594, 0.5473, 0.641, 0.6226, 0.5834, 0.5739, 0.5813, 0.5583, 0.5622, 0.5792]}
{"unit_id": "orig:1940425198551040213", "ticker_idx": 0, "ts": "2025-07-02T14:59:53+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still have 9200 shares of $hood. I'm not going anywhere. Would love go make this 10,000 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding 9,200 shares of HOOD and looking to add to 10,000 shares.", "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": "I still have 9200 shares of $hood. I'm not going anywhere. Would love go make this 10,000 shares. https://t.co/Ani8C3ToJ1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.057664843154744405, "ret_signed_m1d": -0.057664843154744405, "alpha_spy_m1d": -0.0531520353323055, "alpha_c_m1d": -0.058425045648659246, "bench_spy_m1d": -0.004512807822438902, "bench_c_m1d": 0.0007602024939148411, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036538086429871, "ret_signed_p1d": -0.036538086429871, "alpha_spy_p1d": -0.044419486673414665, "alpha_c_p1d": -0.047370493436661665, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.010832407006790667, "ret_p1w": -0.03510922967490204, "ret_signed_p1w": -0.03510922967490204, "alpha_spy_p1w": -0.04092758090467008, "alpha_c_p1w": -0.03092833681906071, "bench_spy_p1w": 0.005818351229768037, "bench_c_p1w": -0.004180892855841334, "ret_p1m": 0.051745249245956915, "ret_signed_p1m": 0.051745249245956915, "alpha_spy_p1m": 0.03300066559504855, "alpha_c_p1m": 0.05649633078234928, "bench_spy_p1m": 0.018744583650908364, "bench_c_p1m": -0.004751081536392365, "ret_p3m": 0.39538677828620505, "ret_signed_p3m": 0.39538677828620505, "alpha_spy_p3m": 0.32274590944637116, "alpha_c_p3m": 0.3633040391601523, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.03208273912605275, "ret_p6m": 0.22923043799715548, "ret_signed_p6m": 0.22923043799715548, "alpha_spy_p6m": 0.11013993407987877, "alpha_c_p6m": 0.16292710188907567, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.06630333610807981, "ret_p1y": 0.10379667095842815, "ret_signed_p1y": 0.10379667095842815, "alpha_spy_p1y": -0.1130847632017924, "alpha_c_p1y": 0.07355274431450876, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.030243926643919394, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.051745249245956915, "alpha_spy_stated": 0.03300066559504855, "alpha_c_stated": 0.05649633078234928, "price_path": [-0.6478, -0.6386, -0.6513, -0.5692, -0.5865, -0.5542, -0.5495, -0.5501, -0.585, -0.5797, -0.5797, -0.5933, -0.5704, -0.5442, -0.5086, -0.4953, -0.5006, -0.4961, -0.4988, -0.5242, -0.5041, -0.5096, -0.5031, -0.4898, -0.4482, -0.4422, -0.4139, -0.3614, -0.3734, -0.3807, -0.3697, -0.344, -0.3375, -0.3482, -0.3389, -0.3553, -0.3553, -0.3262, -0.3352, -0.3473, -0.3249, -0.3062, -0.268, -0.2624, -0.26, -0.2358, -0.2509, -0.26, -0.2358, -0.2464, -0.259, -0.2167, -0.235, -0.2003, -0.2003, -0.1988, -0.2208, -0.163, -0.1554, -0.1374, -0.1526, -0.0444, -0.0577, 0.0, -0.0365, -0.0365, -0.0461, -0.0685, -0.0351, 0.0073, 0.0037, 0.0202, 0.0159, 0.0538, 0.0762, 0.12, 0.0649, 0.0395, 0.0418, 0.0403, 0.0701, 0.0897, 0.0545, 0.0829, 0.0517, 0.0196, 0.0856, 0.0763, 0.0783, 0.1352, 0.1699, 0.1596, 0.1644, 0.1086, 0.1299, 0.1652, 0.1739, 0.0972, 0.0751, 0.0849, 0.1157, 0.1017, 0.1104, 0.0504, 0.0583, 0.0617, 0.0617, 0.0292, 0.029, 0.0503, 0.0334, 0.197, 0.2094, 0.1988, 0.2018, 0.174, 0.172, 0.198, 0.2109, 0.234, 0.2735, 0.2746, 0.288, 0.2941, 0.2518, 0.2429, 0.3954, 0.4613, 0.4201, 0.487, 0.5174, 0.4723, 0.4799, 0.5398, 0.556, 0.4182, 0.4358, 0.3773, 0.3692, 0.3415, 0.3259, 0.386, 0.3456, 0.2984, 0.371, 0.4267, 0.4887, 0.4927, 0.4779, 0.4092, 0.4981, 0.5011, 0.3962, 0.4542, 0.297, 0.3305, 0.3868, 0.3465, 0.3572, 0.2404, 0.2503, 0.1836, 0.1666, 0.206, 0.084, 0.0951, 0.1734, 0.1795, 0.3084, 0.3084, 0.3114, 0.2578, 0.2855, 0.364, 0.3991, 0.3467, 0.3924, 0.3851, 0.3846, 0.2592, 0.2196, 0.1764, 0.2186, 0.1819, 0.1958, 0.2385, 0.2489, 0.2272, 0.2292, 0.2292]}
{"unit_id": "orig:1936887320026009973", "ticker_idx": 0, "ts": "2025-06-22T20:41:37+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1000 rides+ the first day, which is impressive", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: robotaxi Austin launch tracking 1000+ rides day one, impressive early demand.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Robotaxi launched in Austin, Texas, geofenced downtown so fairly short rides. \n\nThe # of rides is more interesting. It was posted an hour ago. So roughly 100 rides per hour.  I'd say 1000 rides+ the first day, which is impressive. $TSLA https://t.co/Uu2KidzDD9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0760582470194422, "ret_signed_m1d": -0.0760582470194422, "alpha_spy_m1d": -0.06627726890929198, "alpha_c_m1d": -0.05662269021113042, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.01943555680831177, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023545920693855638, "ret_signed_p1d": -0.023545920693855638, "alpha_spy_p1d": -0.03459310673336302, "alpha_c_p1d": -0.029096324169823773, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.005550403475968135, "ret_p1w": -0.08896406351171315, "ret_signed_p1w": -0.08896406351171315, "alpha_spy_p1w": -0.11845661068423097, "alpha_c_p1w": -0.1026301757620195, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.01366611225030634, "ret_p1m": -0.04752210528932277, "ret_signed_p1m": -0.04752210528932277, "alpha_spy_p1m": -0.0953601688734439, "alpha_c_p1m": -0.09920124094489313, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.05167913565557036, "ret_p3m": 0.19550881857199642, "ret_signed_p3m": 0.19550881857199642, "alpha_spy_p3m": 0.09201806819315728, "alpha_c_p3m": 0.07386700022978032, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.1216418183422161, "ret_p6m": 0.40495587694452406, "ret_signed_p6m": 0.40495587694452406, "alpha_spy_p6m": 0.27065259310202205, "alpha_c_p6m": 0.2655430418830327, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.13941283506149138, "ret_p1y": 0.09438454844958821, "ret_signed_p1y": 0.09438454844958821, "alpha_spy_p1y": -0.12461605627420846, "alpha_c_p1y": 0.029605479424392733, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.06477906902519548, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04752210528932277, "alpha_spy_stated": -0.0953601688734439, "alpha_c_stated": -0.09920124094489313, "price_path": [-0.2197, -0.2167, -0.2441, -0.2567, -0.2301, -0.1891, -0.2335, -0.3133, -0.3309, -0.3637, -0.2193, -0.2761, -0.2764, -0.2763, -0.2712, -0.3072, -0.3078, -0.3078, -0.3475, -0.3175, -0.2809, -0.2557, -0.1828, -0.1801, -0.1625, -0.1908, -0.1955, -0.1763, -0.1962, -0.2103, -0.2078, -0.1831, -0.1446, -0.0869, -0.0419, -0.0029, -0.0168, 0.0037, -0.0189, -0.0139, -0.0403, -0.0219, -0.0268, -0.0268, 0.0408, 0.0236, 0.028, -0.0064, -0.0172, -0.0126, -0.0477, -0.1835, -0.1536, -0.115, -0.0648, -0.0638, -0.0848, -0.067, -0.0561, -0.0927, -0.0764, -0.0764, -0.0761, 0.0, -0.0235, -0.0606, -0.0657, -0.0718, -0.089, -0.1376, -0.0947, -0.0956, -0.0956, -0.157, -0.1459, -0.1514, -0.1113, -0.1009, -0.0911, -0.1087, -0.0775, -0.0839, -0.0546, -0.0579, -0.0475, -0.0462, -0.1244, -0.0936, -0.0662, -0.0788, -0.085, -0.1159, -0.1321, -0.1131, -0.1146, -0.0825, -0.0757, -0.0546, -0.0277, -0.0225, -0.0267, -0.0376, -0.052, -0.0388, -0.0556, -0.0711, -0.0819, -0.0249, -0.006, 0.0086, 0.0026, -0.0077, -0.0425, -0.0425, -0.0554, -0.0418, -0.0291, 0.0062, -0.0065, -0.0049, -0.0026, 0.0577, 0.1355, 0.176, 0.2092, 0.2213, 0.1955, 0.222, 0.2453, 0.2213, 0.2699, 0.2143, 0.263, 0.2711, 0.2754, 0.3177, 0.2504, 0.2327, 0.2999, 0.2421, 0.2581, 0.2491, 0.1859, 0.2501, 0.231, 0.248, 0.2296, 0.2599, 0.2832, 0.2694, 0.2589, 0.2877, 0.2439, 0.2975, 0.3208, 0.3236, 0.2622, 0.3094, 0.3433, 0.2741, 0.3252, 0.2789, 0.2318, 0.2769, 0.2608, 0.2349, 0.1529, 0.1597, 0.1728, 0.1508, 0.1586, 0.1335, 0.1216, 0.1982, 0.2028, 0.2234, 0.2234, 0.2337, 0.2336, 0.231, 0.2812, 0.3036, 0.3049, 0.2607, 0.2767, 0.2947, 0.2817, 0.3163, 0.3632, 0.405]}
{"unit_id": "reply:1892976758745395312", "ticker_idx": 0, "ts": "2025-02-21T16:36:43+00:00", "symbol": "BABA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "jack ma got the shake Xi jinping, and china is prioritizing capitalism, along with big push for AI makes me very bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Very bullish BABA on Jack Ma's political rehabilitation, China's pro-capitalism pivot, and AI push.", "resolved_tickers": ["BABA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jrouldz you round tripped lol. I'm kicking myself for closing calls too early. jack ma got the shake Xi jinping, and china is prioritizing capitalism, along with big push for AI makes me very bullish.", "reply_text": null, "parent_text": "@DeepValueBagger Been holding since 2021 and finally broke even yesterday 😂\n\nI took some realized profits on $BABA options during the pump at the end of last year though 😁", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.054121772435677507, "ret_signed_m1d": -0.054121772435677507, "alpha_spy_m1d": -0.07152352167519815, "alpha_c_m1d": -0.08113763718767086, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.027015864751993357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10233052393759856, "ret_signed_p1d": -0.10233052393759856, "alpha_spy_p1d": -0.09778011707069056, "alpha_c_p1d": -0.09857584403140152, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.003754679906197045, "ret_p1w": -0.07819139839061606, "ret_signed_p1w": -0.07819139839061606, "alpha_spy_p1w": -0.06859047967924992, "alpha_c_p1w": -0.06706455502250297, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.011126843368113093, "ret_p1m": -0.0644870156679096, "ret_signed_p1m": -0.0644870156679096, "alpha_spy_p1m": -0.02426131548731092, "alpha_c_p1m": -0.0024983931298818707, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.06198862253802773, "ret_p3m": -0.14024353179933136, "ret_signed_p3m": -0.14024353179933136, "alpha_spy_p3m": -0.11469668361445995, "alpha_c_p3m": -0.1120488680793319, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.028194663719999458, "ret_p6m": -0.14120427106583833, "ret_signed_p6m": -0.14120427106583833, "alpha_spy_p6m": -0.2198832116379903, "alpha_c_p6m": -0.1993262773250768, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.05812200625923847, "ret_p1y": 0.17790828014653748, "ret_signed_p1y": 0.17790828014653748, "alpha_spy_p1y": 0.010712103750726731, "alpha_c_p1y": 0.0848747910056038, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.09303348914093368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0644870156679096, "alpha_spy_stated": -0.02426131548731092, "alpha_c_stated": -0.0024983931298818707, "price_path": [-0.4074, -0.3976, -0.3976, -0.3922, -0.4021, -0.404, -0.4092, -0.4146, -0.4022, -0.3578, -0.3751, -0.381, -0.3793, -0.3891, -0.4013, -0.3937, -0.4087, -0.4135, -0.4276, -0.4077, -0.4051, -0.4051, -0.4012, -0.4083, -0.4147, -0.4102, -0.4102, -0.409, -0.4049, -0.4051, -0.4123, -0.4178, -0.4178, -0.4398, -0.4397, -0.4318, -0.4265, -0.4266, -0.4079, -0.4079, -0.4061, -0.399, -0.401, -0.3799, -0.374, -0.332, -0.3272, -0.2853, -0.3124, -0.314, -0.288, -0.3094, -0.3017, -0.2799, -0.2256, -0.2154, -0.1768, -0.1684, -0.1323, -0.1323, -0.1172, -0.1249, -0.0541, 0.0, -0.1023, -0.0678, -0.0325, -0.0501, -0.0782, -0.09, -0.0967, -0.0189, -0.0264, -0.0218, -0.078, -0.0329, -0.046, -0.0376, -0.0184, 0.0266, -0.007, -0.0038, -0.0476, -0.0599, -0.0645, -0.0765, -0.0801, -0.0565, -0.0787, -0.0801, -0.0769, -0.0971, -0.1003, -0.1893, -0.2627, -0.3087, -0.2711, -0.2753, -0.2506, -0.2072, -0.2189, -0.2574, -0.2426, -0.2426, -0.2337, -0.1939, -0.1724, -0.1702, -0.1633, -0.1766, -0.173, -0.1692, -0.1615, -0.1251, -0.1195, -0.1119, -0.1427, -0.1249, -0.1281, -0.0779, -0.0842, -0.0675, -0.1381, -0.1411, -0.1446, -0.1293, -0.1402, -0.1549, -0.1601, -0.1601, -0.1686, -0.1879, -0.1848, -0.2081, -0.2017, -0.2002, -0.169, -0.1655, -0.1695, -0.1549, -0.1521, -0.1629, -0.175, -0.2015, -0.1797, -0.1863, -0.1972, -0.1972, -0.2006, -0.2, -0.1723, -0.1897, -0.194, -0.193, -0.1977, -0.1938, -0.2168, -0.231, -0.231, -0.2482, -0.2361, -0.2655, -0.2456, -0.2451, -0.2344, -0.1725, -0.1813, -0.1702, -0.1495, -0.1492, -0.1461, -0.1329, -0.143, -0.1509, -0.1359, -0.1556, -0.1696, -0.1467, -0.1718, -0.1688, -0.172, -0.145, -0.1443, -0.1486, -0.1607, -0.134, -0.1026, -0.135, -0.1422, -0.1412]}
{"unit_id": "orig:1886488741507920180", "ticker_idx": 0, "ts": "2025-02-03T18:55:39+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Almost sure $NVDA and $TSLA will be added", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NVDA and TSLA to be added to a sovereign-wealth-style fund, implying institutional buying pressure.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "@scenicnights @amitisinvesting Almost sure $NVDA and $TSLA will be added. \n\nLike Norway, take 3%-4% annual withdrawal and pay for social services.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029230109028928197, "ret_signed_m1d": 0.029230109028928197, "alpha_spy_m1d": 0.022454962614709695, "alpha_c_m1d": 0.008960425638164793, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.020269683390763404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017057965066677117, "ret_signed_p1d": 0.017057965066677117, "alpha_spy_p1d": 0.010349699830464631, "alpha_c_p1d": 0.005792364650783588, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.011265600415893529, "ret_p1w": 0.14495098197819267, "ret_signed_p1w": 0.14495098197819267, "alpha_spy_p1w": 0.13310709386375685, "alpha_c_p1w": 0.0995535834283714, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.04539739854982128, "ret_p1m": -0.005743297543145287, "ret_signed_p1m": -0.005743297543145287, "alpha_spy_p1m": 0.02923670093437325, "alpha_c_p1m": 0.05100354679708363, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.05674684434022892, "ret_p3m": -0.04320032056467171, "ret_signed_p3m": -0.04320032056467171, "alpha_spy_p3m": 0.019733725558624182, "alpha_c_p3m": 0.06769672558457884, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.11089704614925056, "ret_p6m": 0.5046999428480032, "ret_signed_p6m": 0.5046999428480032, "alpha_spy_p6m": 0.43563557210278603, "alpha_c_p6m": 0.27804788288317606, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.22665205996482718, "ret_p1y": 0.5718338245767733, "ret_signed_p1y": 0.5718338245767733, "alpha_spy_p1y": 0.4117743917187775, "alpha_c_p1y": -0.11666868613706938, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.6885025107138427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005743297543145287, "alpha_spy_stated": 0.02923670093437325, "alpha_c_stated": 0.05100354679708363, "price_path": [0.2481, 0.2761, 0.2654, 0.2451, 0.271, 0.2537, 0.2579, 0.217, 0.2013, 0.2601, 0.2505, 0.2572, 0.2167, 0.1659, 0.1736, 0.16, 0.16, 0.185, 0.1882, 0.2022, 0.244, 0.2434, 0.221, 0.1899, 0.1578, 0.1942, 0.1773, 0.1508, 0.1315, 0.1177, 0.105, 0.1202, 0.1546, 0.1972, 0.202, 0.202, 0.1995, 0.1744, 0.1786, 0.1511, 0.1511, 0.1856, 0.2384, 0.2809, 0.2013, 0.201, 0.201, 0.165, 0.142, 0.1294, 0.1678, 0.145, 0.1804, 0.1804, 0.2072, 0.2607, 0.262, 0.2225, 0.0151, 0.1057, 0.0603, 0.0685, 0.0292, 0.0, 0.0171, 0.07, 0.103, 0.113, 0.145, 0.1384, 0.1241, 0.1597, 0.1902, 0.1902, 0.1949, 0.1935, 0.201, 0.1523, 0.1167, 0.0855, 0.1253, 0.0299, 0.0708, -0.0223, -0.0057, 0.0055, -0.0522, -0.034, -0.083, -0.0677, -0.0078, -0.0092, 0.043, 0.0247, -0.0105, 0.0075, 0.0161, 0.009, 0.0408, 0.0346, -0.0248, -0.0447, -0.0598, -0.0709, -0.0557, -0.0534, -0.1273, -0.1915, -0.163, -0.1744, -0.0199, -0.0778, -0.049, -0.0509, -0.0381, -0.1042, -0.13, -0.13, -0.1692, -0.1522, -0.1195, -0.0876, -0.0483, -0.0679, -0.0654, -0.0663, -0.0432, -0.0184, -0.0243, -0.0267, 0.0035, 0.0062, 0.0, 0.0544, 0.1139, 0.1602, 0.1559, 0.1607, 0.1622, 0.152, 0.1299, 0.1387, 0.1255, 0.1255, 0.1616, 0.1557, 0.1932, 0.1584, 0.1777, 0.2106, 0.2166, 0.2001, 0.2149, 0.2227, 0.2341, 0.2245, 0.2431, 0.2172, 0.2405, 0.2356, 0.2472, 0.2472, 0.2333, 0.236, 0.268, 0.3229, 0.329, 0.3524, 0.3545, 0.3143, 0.3482, 0.3661, 0.3661, 0.3566, 0.3717, 0.3964, 0.4069, 0.4139, 0.4066, 0.4635, 0.4692, 0.4832, 0.4781, 0.4693, 0.432, 0.4641, 0.4895, 0.4875, 0.5153, 0.5047]}
{"unit_id": "orig:1886488741507920180", "ticker_idx": 1, "ts": "2025-02-03T18:55:39+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Almost sure $NVDA and $TSLA will be added", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects NVDA and TSLA to be added to a sovereign-wealth-style fund, implying institutional buying pressure.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "@scenicnights @amitisinvesting Almost sure $NVDA and $TSLA will be added. \n\nLike Norway, take 3%-4% annual withdrawal and pay for social services.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.054524639874595326, "ret_signed_m1d": 0.054524639874595326, "alpha_spy_m1d": 0.047749493460376824, "alpha_c_m1d": 0.04112437333154828, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.013400266543047046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022232065633156273, "ret_signed_p1d": 0.022232065633156273, "alpha_spy_p1d": 0.015523800396943788, "alpha_c_p1d": 0.010446786366283822, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.01178527926687245, "ret_p1w": -0.08587881129704, "ret_signed_p1w": -0.08587881129704, "alpha_spy_p1w": -0.09772269941147582, "alpha_c_p1w": -0.07387533607968211, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": -0.012003475217357895, "ret_p1m": -0.29097160722998094, "ret_signed_p1m": -0.29097160722998094, "alpha_spy_p1m": -0.2559916087524624, "alpha_c_p1m": -0.19991968488993295, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.091051922340048, "ret_p3m": -0.2688699062535743, "ret_signed_p3m": -0.2688699062535743, "alpha_spy_p3m": -0.20593586013027843, "alpha_c_p3m": -0.13703220330183163, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.13183770295174269, "ret_p6m": -0.16284398890078966, "ret_signed_p6m": -0.16284398890078966, "alpha_spy_p6m": -0.23190835964600687, "alpha_c_p6m": -0.1480782945921697, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": -0.014765694308619959, "ret_p1y": 0.12447876010564718, "ret_signed_p1y": 0.12447876010564718, "alpha_spy_p1y": -0.03558067275234866, "alpha_c_p1y": 0.05551022396170713, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.06896853614394005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29097160722998094, "alpha_spy_stated": -0.2559916087524624, "alpha_c_stated": -0.19991968488993295, "price_path": [-0.248, -0.2262, -0.1628, -0.0878, -0.1438, -0.1393, -0.189, -0.1641, -0.1171, -0.0982, -0.1086, -0.1148, -0.0811, -0.1175, -0.1185, -0.1324, -0.1324, -0.1004, -0.0693, -0.0841, -0.0671, -0.037, 0.0144, 0.0159, 0.0451, 0.1071, 0.0897, 0.137, 0.2068, 0.2507, 0.1471, 0.1368, 0.0974, 0.1223, 0.2049, 0.2049, 0.1836, 0.1251, 0.0879, 0.0525, 0.0525, -0.0115, 0.0697, 0.0713, 0.0278, 0.0293, 0.0293, 0.0288, 0.0512, 0.033, 0.1161, 0.0786, 0.1116, 0.1116, 0.1053, 0.0819, 0.0748, 0.0597, 0.0351, 0.0376, 0.0141, 0.0433, 0.0545, 0.0, 0.0222, -0.0144, -0.0244, -0.0575, -0.0859, -0.1438, -0.1229, -0.0723, -0.0726, -0.0726, -0.0771, -0.0603, -0.0763, -0.1196, -0.1385, -0.2108, -0.2421, -0.2651, -0.2364, -0.2581, -0.291, -0.2726, -0.3134, -0.3154, -0.421, -0.399, -0.3534, -0.3727, -0.3485, -0.3797, -0.4128, -0.3853, -0.3842, -0.3518, -0.2744, -0.249, -0.2909, -0.2881, -0.3131, -0.3245, -0.3003, -0.263, -0.3034, -0.376, -0.392, -0.4218, -0.2906, -0.3422, -0.3424, -0.3423, -0.3377, -0.3704, -0.3709, -0.3709, -0.4071, -0.3798, -0.3465, -0.3236, -0.2573, -0.2549, -0.2389, -0.2646, -0.2689, -0.2514, -0.2695, -0.2823, -0.2801, -0.2577, -0.2226, -0.1702, -0.1293, -0.0938, -0.1065, -0.0878, -0.1084, -0.1039, -0.1279, -0.1111, -0.1156, -0.1156, -0.0542, -0.0698, -0.0658, -0.097, -0.1068, -0.1027, -0.1346, -0.258, -0.2308, -0.1957, -0.1501, -0.1492, -0.1683, -0.1521, -0.1422, -0.1755, -0.1606, -0.1606, -0.1603, -0.0912, -0.1126, -0.1463, -0.1509, -0.1565, -0.1721, -0.2162, -0.1773, -0.1781, -0.1781, -0.2339, -0.2238, -0.2288, -0.1924, -0.1829, -0.1741, -0.19, -0.1616, -0.1675, -0.1408, -0.1438, -0.1344, -0.1332, -0.2043, -0.1762, -0.1514, -0.1628]}
{"unit_id": "thread:1892767405467672709", "ticker_idx": 0, "ts": "2025-02-21T02:44:50+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You're paying $5 for $1 of sales, growing at 37%. That is the definition of risk-adjusted stock purchase. They have delivered revenue consistently and i see no risk of faltering.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SoFi as a quality company at low price/sales with 37% growth and consistent revenue delivery; no risk of faltering seen.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Amit i think you have a different idea of the definition of risk-adjusted. \nTo me, it means i'm buying a quality company at low price (mitigating my risk, risk-adjusted reward). \n\nYou're paying $5 for $1 of sales, growing at 37%. That is the definition of risk-adjusted stock purchase.   They have delivered revenue consistently and i see no risk of faltering.  You asked for its competitors / peers - i made my case for $PYPL and $XYZ which IMO are 💩\n\nEvery other risk from the SOFI CEO getting in car crash and hitting the bus, is beyond us.\n\nJack dorsey literally don't show up at $XYZ. That is a risk that SOFI doesn't have to deal with.\n\n---\n\n@amitisinvesting @vizualstocks look at the revenue trend man https://t.co/ic91VWUQzC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
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{"unit_id": "reply:1883221383351808265", "ticker_idx": 0, "ts": "2025-01-25T18:32:21+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amd got no chance. Sunk cost, and behind vs nvidia.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AMD: no competitive chance vs Nvidia, characterized as a sunk cost.", "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": "reply_other", "lang": "en", "tweet_text": "@johhnyWalkerAZ Amd got no chance. Sunk cost, and behind vs nvidia.", "reply_text": null, "parent_text": "#AMD. Lots of blah lab blah. Now make me some money", "quoted_text": null, "parent_author": "johhnyWalkerAZ", "ret_m1d": 0.06808098475109547, "ret_signed_m1d": -0.06808098475109547, "alpha_spy_m1d": -0.053732770030733956, "alpha_c_m1d": 0.040989925185523246, "bench_spy_m1d": 0.014348214720361518, "bench_c_m1d": 0.10907090993661872, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007303747080103173, "ret_signed_p1d": 0.007303747080103173, "alpha_spy_p1d": 0.015896062397163346, "alpha_c_p1d": 0.026980620652178988, "bench_spy_p1d": 0.008592315317060173, "bench_c_p1d": 0.019676873572075815, "ret_p1w": -0.006434270754012483, "ret_signed_p1w": 0.006434270754012483, "alpha_spy_p1w": 0.0037648185960680314, "alpha_c_p1w": 0.019029212006526186, "bench_spy_p1w": -0.002669452157944452, "bench_c_p1w": 0.012594941252513703, "ret_p1m": -0.09607862661083144, "ret_signed_p1m": 0.09607862661083144, "alpha_spy_p1m": 0.08751955903919084, "alpha_c_p1m": 0.10642595253472165, "bench_spy_p1m": -0.0085590675716406, "bench_c_p1m": 0.010347325923890205, "ret_p3m": -0.17859317045484024, "ret_signed_p3m": 0.17859317045484024, "alpha_spy_p3m": 0.09344476225538689, "alpha_c_p3m": 0.06477278002003473, "bench_spy_p3m": -0.08514840819945335, "bench_c_p3m": -0.11382039043480552, "ret_p6m": 0.34527430959818406, "ret_signed_p6m": -0.34527430959818406, "alpha_spy_p6m": -0.28980536620324737, "alpha_c_p6m": -0.13510504294507908, "bench_spy_p6m": 0.05546894339493669, "bench_c_p6m": 0.21016926665310498, "ret_p1y": 0.944178784021404, "ret_signed_p1y": -0.944178784021404, "alpha_spy_p1y": -0.7788436498548401, "alpha_c_p1y": -0.29217755801400136, "bench_spy_p1y": 0.16533513416656387, "bench_c_p1y": 0.6520012260074026, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09607862661083144, "alpha_spy_stated": 0.08751955903919084, "alpha_c_stated": 0.10642595253472165, "price_path": [0.2921, 0.2527, 0.2335, 0.2235, 0.2317, 0.2616, 0.3027, 0.2864, 0.2812, 0.2488, 0.2112, 0.2072, 0.1729, 0.208, 0.212, 0.1964, 0.1955, 0.2029, 0.2271, 0.1975, 0.1846, 0.1846, 0.1928, 0.2352, 0.2345, 0.252, 0.2291, 0.205, 0.1379, 0.1107, 0.1316, 0.1356, 0.1035, 0.1016, 0.087, 0.0556, 0.0336, 0.0365, 0.0834, 0.0981, 0.0981, 0.0874, 0.0885, 0.0646, 0.0503, 0.0503, 0.0489, 0.0901, 0.1264, 0.1071, 0.0594, 0.0594, 0.009, 0.0201, 0.0094, 0.043, 0.0298, 0.0561, 0.0561, 0.0632, 0.076, 0.0698, 0.0681, 0.0, -0.0073, 0.0203, 0.0335, 0.0082, -0.0064, 0.039, -0.0261, -0.0422, -0.0648, -0.0394, -0.034, -0.0286, -0.0278, -0.0166, -0.0166, -0.0063, -0.0028, -0.0073, -0.0363, -0.06, -0.0961, -0.0893, -0.1348, -0.1317, -0.1459, -0.124, -0.116, -0.1405, -0.1278, -0.1598, -0.1587, -0.1236, -0.1469, -0.1221, -0.0906, -0.1, -0.0763, -0.0684, -0.0745, -0.0101, -0.0017, -0.0419, -0.0727, -0.1025, -0.1067, -0.1063, -0.1048, -0.1844, -0.2543, -0.2728, -0.32, -0.158, -0.2288, -0.1879, -0.1783, -0.1715, -0.2323, -0.2392, -0.2392, -0.2561, -0.25, -0.2141, -0.1786, -0.1596, -0.1619, -0.1648, -0.1536, -0.1596, -0.1409, -0.1254, -0.1425, -0.1274, -0.1157, -0.1058, -0.0599, -0.0222, 0.0236, -0.0002, 0.0188, -0.0023, -0.013, -0.0256, -0.0374, -0.0409, -0.0409, -0.0039, -0.0187, -0.0172, -0.0372, -0.0033, 0.02, 0.031, 0.0059, 0.0103, 0.0584, 0.0716, 0.0533, 0.0303, 0.01, 0.0989, 0.1051, 0.1024, 0.1024, 0.115, 0.1267, 0.2036, 0.2468, 0.2493, 0.2504, 0.2338, 0.1835, 0.2044, 0.1991, 0.1991, 0.1721, 0.1983, 0.2035, 0.2535, 0.2731, 0.2715, 0.353, 0.3919, 0.3947, 0.365, 0.3651, 0.3453]}
{"unit_id": "orig:1940419712745365511", "ticker_idx": 0, "ts": "2025-07-02T14:38:05+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My thesis from Jan 2025 is playing out: Robinhood acceleration of trading volume and AUM from economic optimism under Trump. Robinhood's product map execution is the best in this business and we'll see more innovation.", "tweet_type": "prediction", "timeline": "months", "summary": "Long HOOD: thesis playing out on trading volume/AUM acceleration under Trump + best-in-class product execution with more innovation ahead.", "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": "$HOOD touched $100. HUGE MILESTONE.\n\nMy thesis from Jan 2025 is playing out:\n\n➡️ Robinhood acceleration of trading volume and AUM from economic optimism under Trump. Robinhood's product map execution is the best in this business and we'll see more innovation. https://t.co/Cgp9Uh0pvL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.057664843154744405, "ret_signed_m1d": -0.057664843154744405, "alpha_spy_m1d": -0.0531520353323055, "alpha_c_m1d": -0.058425045648659246, "bench_spy_m1d": -0.004512807822438902, "bench_c_m1d": 0.0007602024939148411, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036538086429871, "ret_signed_p1d": -0.036538086429871, "alpha_spy_p1d": -0.044419486673414665, "alpha_c_p1d": -0.047370493436661665, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.010832407006790667, "ret_p1w": -0.03510922967490204, "ret_signed_p1w": -0.03510922967490204, "alpha_spy_p1w": -0.04092758090467008, "alpha_c_p1w": -0.03092833681906071, "bench_spy_p1w": 0.005818351229768037, "bench_c_p1w": -0.004180892855841334, "ret_p1m": 0.051745249245956915, "ret_signed_p1m": 0.051745249245956915, "alpha_spy_p1m": 0.03300066559504855, "alpha_c_p1m": 0.05649633078234928, "bench_spy_p1m": 0.018744583650908364, "bench_c_p1m": -0.004751081536392365, "ret_p3m": 0.39538677828620505, "ret_signed_p3m": 0.39538677828620505, "alpha_spy_p3m": 0.32274590944637116, "alpha_c_p3m": 0.3633040391601523, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.03208273912605275, "ret_p6m": 0.22923043799715548, "ret_signed_p6m": 0.22923043799715548, "alpha_spy_p6m": 0.11013993407987877, "alpha_c_p6m": 0.16292710188907567, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.06630333610807981, "ret_p1y": 0.10379667095842815, "ret_signed_p1y": 0.10379667095842815, "alpha_spy_p1y": -0.1130847632017924, "alpha_c_p1y": 0.07355274431450876, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.030243926643919394, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.051745249245956915, "alpha_spy_stated": 0.03300066559504855, "alpha_c_stated": 0.05649633078234928, "price_path": [-0.6478, -0.6386, -0.6513, -0.5692, -0.5865, -0.5542, -0.5495, -0.5501, -0.585, -0.5797, -0.5797, -0.5933, -0.5704, -0.5442, -0.5086, -0.4953, -0.5006, -0.4961, -0.4988, -0.5242, -0.5041, -0.5096, -0.5031, -0.4898, -0.4482, -0.4422, -0.4139, -0.3614, -0.3734, -0.3807, -0.3697, -0.344, -0.3375, -0.3482, -0.3389, -0.3553, -0.3553, -0.3262, -0.3352, -0.3473, -0.3249, -0.3062, -0.268, -0.2624, -0.26, -0.2358, -0.2509, -0.26, -0.2358, -0.2464, -0.259, -0.2167, -0.235, -0.2003, -0.2003, -0.1988, -0.2208, -0.163, -0.1554, -0.1374, -0.1526, -0.0444, -0.0577, 0.0, -0.0365, -0.0365, -0.0461, -0.0685, -0.0351, 0.0073, 0.0037, 0.0202, 0.0159, 0.0538, 0.0762, 0.12, 0.0649, 0.0395, 0.0418, 0.0403, 0.0701, 0.0897, 0.0545, 0.0829, 0.0517, 0.0196, 0.0856, 0.0763, 0.0783, 0.1352, 0.1699, 0.1596, 0.1644, 0.1086, 0.1299, 0.1652, 0.1739, 0.0972, 0.0751, 0.0849, 0.1157, 0.1017, 0.1104, 0.0504, 0.0583, 0.0617, 0.0617, 0.0292, 0.029, 0.0503, 0.0334, 0.197, 0.2094, 0.1988, 0.2018, 0.174, 0.172, 0.198, 0.2109, 0.234, 0.2735, 0.2746, 0.288, 0.2941, 0.2518, 0.2429, 0.3954, 0.4613, 0.4201, 0.487, 0.5174, 0.4723, 0.4799, 0.5398, 0.556, 0.4182, 0.4358, 0.3773, 0.3692, 0.3415, 0.3259, 0.386, 0.3456, 0.2984, 0.371, 0.4267, 0.4887, 0.4927, 0.4779, 0.4092, 0.4981, 0.5011, 0.3962, 0.4542, 0.297, 0.3305, 0.3868, 0.3465, 0.3572, 0.2404, 0.2503, 0.1836, 0.1666, 0.206, 0.084, 0.0951, 0.1734, 0.1795, 0.3084, 0.3084, 0.3114, 0.2578, 0.2855, 0.364, 0.3991, 0.3467, 0.3924, 0.3851, 0.3846, 0.2592, 0.2196, 0.1764, 0.2186, 0.1819, 0.1958, 0.2385, 0.2489, 0.2272, 0.2292, 0.2292]}
{"unit_id": "orig:1914779447036928112", "ticker_idx": 0, "ts": "2025-04-22T20:32:49+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like they're leveraging existing product line like model 3 or y, which means we'll be pumping out these puppies by Q2", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish TSLA: affordable models on existing lines means production ramp by Q2 2025.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "$TSLA Arguably the most important paragraph on Q1 2025 report for me:\n\n> Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025. These vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle lineup.\n\nLooks like they're leveraging existing product line like model 3 or y, which means we'll be pumping out these puppies by Q2.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.050929265345370234, "ret_signed_m1d": -0.050929265345370234, "alpha_spy_m1d": -0.03567046053479728, "alpha_c_m1d": -0.029071333883929018, "bench_spy_m1d": -0.015258804810572957, "bench_c_m1d": -0.021857931461441216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0349764859229853, "ret_signed_p1d": 0.0349764859229853, "alpha_spy_p1d": 0.013927339342373335, "alpha_c_p1d": 0.015062703436260705, "bench_spy_p1d": 0.021049146580611966, "bench_c_p1d": 0.019913782486724596, "ret_p1w": 0.1253090750602297, "ret_signed_p1w": 0.1253090750602297, "alpha_spy_p1w": 0.08959865364727082, "alpha_c_p1w": 0.08884415666209966, "bench_spy_p1w": 0.03571042141295888, "bench_c_p1w": 0.03646491839813004, "ret_p1m": 0.36013400763134173, "ret_signed_p1m": 0.36013400763134173, "alpha_spy_p1m": 0.27110088488811845, "alpha_c_p1m": 0.243278193106927, "bench_spy_p1m": 0.08903312274322328, "bench_c_p1m": 0.11685581452441474, "ret_p3m": 0.3100820891675806, "ret_signed_p3m": 0.3100820891675806, "alpha_spy_p3m": 0.1322611442448398, "alpha_c_p3m": 0.13472156819298142, "bench_spy_p3m": 0.1778209449227408, "bench_c_p3m": 0.1753605209745992, "ret_p6m": 0.7099385443368711, "ret_signed_p6m": 0.7099385443368711, "alpha_spy_p6m": 0.4689871526896674, "alpha_c_p6m": 0.4839771962305641, "bench_spy_p6m": 0.2409513916472037, "bench_c_p6m": 0.22596134810630697, "ret_p1y": 0.3916806435443134, "ret_signed_p1y": 0.3916806435443134, "alpha_spy_p1y": 0.10811053312900398, "alpha_c_p1y": 0.1959863533797348, "bench_spy_p1y": 0.28357011041530944, "bench_c_p1y": 0.19569429016457862, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.3100820891675806, "alpha_spy_stated": 0.1322611442448398, "alpha_c_stated": 0.13472156819298142, "price_path": [0.6215, 0.5839, 0.5877, 0.5518, 0.5964, 0.6136, 0.5302, 0.5642, 0.5082, 0.4929, 0.4422, 0.3988, 0.3101, 0.3421, 0.4196, 0.4192, 0.4192, 0.4123, 0.438, 0.4134, 0.3472, 0.3182, 0.2076, 0.1598, 0.1245, 0.1685, 0.1352, 0.0849, 0.1131, 0.0507, 0.0476, -0.114, -0.0804, -0.0106, -0.0401, -0.003, -0.0508, -0.1014, -0.0593, -0.0577, -0.0081, 0.1103, 0.1492, 0.085, 0.0893, 0.0511, 0.0336, 0.0707, 0.1277, 0.066, -0.0451, -0.0696, -0.1152, 0.0856, 0.0066, 0.0063, 0.0064, 0.0134, -0.0367, -0.0374, -0.0374, -0.0927, -0.0509, 0.0, 0.035, 0.1364, 0.1401, 0.1647, 0.1253, 0.1188, 0.1454, 0.1177, 0.0981, 0.1016, 0.1359, 0.1895, 0.2698, 0.3323, 0.3866, 0.3672, 0.3958, 0.3643, 0.3712, 0.3345, 0.3601, 0.3534, 0.3534, 0.4473, 0.4234, 0.4295, 0.3817, 0.3667, 0.373, 0.3243, 0.1354, 0.1771, 0.2307, 0.3005, 0.3019, 0.2727, 0.2974, 0.3126, 0.2617, 0.2844, 0.2844, 0.2848, 0.3906, 0.3579, 0.3063, 0.2993, 0.2907, 0.2669, 0.1993, 0.2589, 0.2577, 0.2577, 0.1723, 0.1877, 0.18, 0.2358, 0.2503, 0.2639, 0.2395, 0.2829, 0.2739, 0.3147, 0.3101, 0.3245, 0.3263, 0.2176, 0.2605, 0.2985, 0.281, 0.2724, 0.2294, 0.2069, 0.2334, 0.2312, 0.2759, 0.2853, 0.3147, 0.3521, 0.3593, 0.3535, 0.3384, 0.3183, 0.3367, 0.3134, 0.2918, 0.2767, 0.356, 0.3823, 0.4025, 0.3943, 0.3798, 0.3315, 0.3315, 0.3136, 0.3324, 0.3501, 0.3992, 0.3815, 0.3838, 0.3871, 0.4709, 0.5791, 0.6353, 0.6815, 0.6984, 0.6625, 0.6993, 0.7317, 0.6984, 0.7659, 0.6886, 0.7564, 0.7676, 0.7736, 0.8324, 0.7389, 0.7142, 0.8076, 0.7272, 0.7496, 0.737, 0.6491, 0.7385, 0.7119, 0.7355, 0.7099]}
{"unit_id": "quote:1935106098874433700", "ticker_idx": 0, "ts": "2025-06-17T22:43:41+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Endorses insider buy signal for HOOD; cites Peter Lynch on insider purchases as bullish indicator.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "\"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.\" - Peter Lynch", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD\n\nfirst insider buy for Robinhood in a while\n\nrecent board member who joined in Dec 2024 bought $2M worth of shares at $74 \n\nbullish", "parent_author": null, "ret_m1d": -0.04339504265596028, "ret_signed_m1d": -0.04339504265596028, "alpha_spy_m1d": -0.0435457784486456, "alpha_c_m1d": -0.04379328047104425, "bench_spy_m1d": 0.00015073579268531923, "bench_c_m1d": 0.00039823781508396827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.05615828476795981, "ret_signed_p1w": 0.05615828476795981, "alpha_spy_p1w": 0.036951644022324315, "alpha_c_p1w": 0.028954268735037036, "bench_spy_p1w": 0.019206640745635495, "bench_c_p1w": 0.027204016032922773, "ret_p1m": 0.34588384176002496, "ret_signed_p1m": 0.34588384176002496, "alpha_spy_p1m": 0.2915577296898797, "alpha_c_p1m": 0.2967011232842054, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.049182718475819565, "ret_p3m": 0.4656031150910984, "ret_signed_p3m": 0.4656031150910984, "alpha_spy_p3m": 0.3560962034665094, "alpha_c_p3m": 0.39304310154249844, "bench_spy_p3m": 0.10950691162458903, "bench_c_p3m": 0.07256001354859998, "ret_p6m": 0.5747287767232085, "ret_signed_p6m": 0.5747287767232085, "alpha_spy_p6m": 0.4145726703851673, "alpha_c_p6m": 0.47478277297195537, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.09994600375125318, "ret_p1y": 0.052584592556729426, "ret_signed_p1y": 0.052584592556729426, "alpha_spy_p1y": -0.19608460723097654, "alpha_c_p1y": -0.0049146009052660755, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.0574991934619955, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34588384176002496, "alpha_spy_stated": 0.2915577296898797, "alpha_c_stated": 0.2967011232842054, "price_path": [-0.4338, -0.3828, -0.3854, -0.4291, -0.4385, -0.465, -0.4688, -0.4619, -0.4553, -0.5117, -0.5595, -0.5481, -0.5639, -0.4613, -0.483, -0.4425, -0.4366, -0.4374, -0.481, -0.4744, -0.4744, -0.4914, -0.4628, -0.43, -0.3854, -0.3689, -0.3755, -0.3699, -0.3732, -0.405, -0.3798, -0.3867, -0.3786, -0.362, -0.3099, -0.3025, -0.267, -0.2014, -0.2165, -0.2255, -0.2117, -0.1797, -0.1715, -0.1849, -0.1733, -0.1937, -0.1937, -0.1574, -0.1686, -0.1838, -0.1557, -0.1324, -0.0846, -0.0776, -0.0745, -0.0443, -0.0632, -0.0745, -0.0443, -0.0576, -0.0734, -0.0204, -0.0434, 0.0, 0.0, 0.0019, -0.0255, 0.0467, 0.0562, 0.0787, 0.0597, 0.195, 0.1784, 0.2505, 0.2049, 0.2049, 0.1929, 0.1649, 0.2066, 0.2597, 0.2551, 0.2758, 0.2705, 0.3178, 0.3459, 0.4006, 0.3317, 0.2999, 0.3029, 0.301, 0.3382, 0.3627, 0.3187, 0.3542, 0.3153, 0.275, 0.3576, 0.346, 0.3484, 0.4197, 0.4631, 0.4502, 0.4562, 0.3863, 0.413, 0.4572, 0.468, 0.372, 0.3445, 0.3567, 0.3953, 0.3777, 0.3886, 0.3136, 0.3234, 0.3278, 0.3278, 0.287, 0.2868, 0.3135, 0.2923, 0.4969, 0.5124, 0.4992, 0.5029, 0.4682, 0.4656, 0.4981, 0.5142, 0.5432, 0.5926, 0.594, 0.6107, 0.6184, 0.5654, 0.5543, 0.745, 0.8274, 0.7759, 0.8596, 0.8975, 0.8412, 0.8507, 0.9256, 0.9459, 0.7736, 0.7955, 0.7224, 0.7122, 0.6776, 0.6581, 0.7332, 0.6827, 0.6237, 0.7145, 0.7842, 0.8616, 0.8666, 0.8481, 0.7622, 0.8734, 0.8772, 0.746, 0.8185, 0.622, 0.6638, 0.7343, 0.6839, 0.6973, 0.5511, 0.5635, 0.4802, 0.4588, 0.5081, 0.3556, 0.3695, 0.4674, 0.475, 0.6362, 0.6362, 0.6399, 0.5729, 0.6075, 0.7057, 0.7496, 0.6841, 0.7413, 0.7321, 0.7315, 0.5747]}
{"unit_id": "orig:1914787577887883420", "ticker_idx": 0, "ts": "2025-04-22T21:05:08+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA desperately need to get their affordable / hatchback cars out like pronto", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA contingent on affordable/hatchback model launch; urgency implied by competitor VW BEV growth.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Volkswagon delivered 216K BEV cars in Q1 2025 (59% YoY); most of it in the \"affordable\" range.\n\n$TSLA desperately need to get their affordable / hatchback cars out like pronto. I'm looking forward to hear this on the earning call. https://t.co/cYxDh1u8XC", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.050929265345370234, "ret_signed_m1d": -0.050929265345370234, "alpha_spy_m1d": -0.03567046053479728, "alpha_c_m1d": -0.029071333883929018, "bench_spy_m1d": -0.015258804810572957, "bench_c_m1d": -0.021857931461441216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0349764859229853, "ret_signed_p1d": 0.0349764859229853, "alpha_spy_p1d": 0.013927339342373335, "alpha_c_p1d": 0.015062703436260705, "bench_spy_p1d": 0.021049146580611966, "bench_c_p1d": 0.019913782486724596, "ret_p1w": 0.1253090750602297, "ret_signed_p1w": 0.1253090750602297, "alpha_spy_p1w": 0.08959865364727082, "alpha_c_p1w": 0.08884415666209966, "bench_spy_p1w": 0.03571042141295888, "bench_c_p1w": 0.03646491839813004, "ret_p1m": 0.36013400763134173, "ret_signed_p1m": 0.36013400763134173, "alpha_spy_p1m": 0.27110088488811845, "alpha_c_p1m": 0.243278193106927, "bench_spy_p1m": 0.08903312274322328, "bench_c_p1m": 0.11685581452441474, "ret_p3m": 0.3100820891675806, "ret_signed_p3m": 0.3100820891675806, "alpha_spy_p3m": 0.1322611442448398, "alpha_c_p3m": 0.13472156819298142, "bench_spy_p3m": 0.1778209449227408, "bench_c_p3m": 0.1753605209745992, "ret_p6m": 0.7099385443368711, "ret_signed_p6m": 0.7099385443368711, "alpha_spy_p6m": 0.4689871526896674, "alpha_c_p6m": 0.4839771962305641, "bench_spy_p6m": 0.2409513916472037, "bench_c_p6m": 0.22596134810630697, "ret_p1y": 0.3916806435443134, "ret_signed_p1y": 0.3916806435443134, "alpha_spy_p1y": 0.10811053312900398, "alpha_c_p1y": 0.1959863533797348, "bench_spy_p1y": 0.28357011041530944, "bench_c_p1y": 0.19569429016457862, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36013400763134173, "alpha_spy_stated": 0.27110088488811845, "alpha_c_stated": 0.243278193106927, "price_path": [0.6215, 0.5839, 0.5877, 0.5518, 0.5964, 0.6136, 0.5302, 0.5642, 0.5082, 0.4929, 0.4422, 0.3988, 0.3101, 0.3421, 0.4196, 0.4192, 0.4192, 0.4123, 0.438, 0.4134, 0.3472, 0.3182, 0.2076, 0.1598, 0.1245, 0.1685, 0.1352, 0.0849, 0.1131, 0.0507, 0.0476, -0.114, -0.0804, -0.0106, -0.0401, -0.003, -0.0508, -0.1014, -0.0593, -0.0577, -0.0081, 0.1103, 0.1492, 0.085, 0.0893, 0.0511, 0.0336, 0.0707, 0.1277, 0.066, -0.0451, -0.0696, -0.1152, 0.0856, 0.0066, 0.0063, 0.0064, 0.0134, -0.0367, -0.0374, -0.0374, -0.0927, -0.0509, 0.0, 0.035, 0.1364, 0.1401, 0.1647, 0.1253, 0.1188, 0.1454, 0.1177, 0.0981, 0.1016, 0.1359, 0.1895, 0.2698, 0.3323, 0.3866, 0.3672, 0.3958, 0.3643, 0.3712, 0.3345, 0.3601, 0.3534, 0.3534, 0.4473, 0.4234, 0.4295, 0.3817, 0.3667, 0.373, 0.3243, 0.1354, 0.1771, 0.2307, 0.3005, 0.3019, 0.2727, 0.2974, 0.3126, 0.2617, 0.2844, 0.2844, 0.2848, 0.3906, 0.3579, 0.3063, 0.2993, 0.2907, 0.2669, 0.1993, 0.2589, 0.2577, 0.2577, 0.1723, 0.1877, 0.18, 0.2358, 0.2503, 0.2639, 0.2395, 0.2829, 0.2739, 0.3147, 0.3101, 0.3245, 0.3263, 0.2176, 0.2605, 0.2985, 0.281, 0.2724, 0.2294, 0.2069, 0.2334, 0.2312, 0.2759, 0.2853, 0.3147, 0.3521, 0.3593, 0.3535, 0.3384, 0.3183, 0.3367, 0.3134, 0.2918, 0.2767, 0.356, 0.3823, 0.4025, 0.3943, 0.3798, 0.3315, 0.3315, 0.3136, 0.3324, 0.3501, 0.3992, 0.3815, 0.3838, 0.3871, 0.4709, 0.5791, 0.6353, 0.6815, 0.6984, 0.6625, 0.6993, 0.7317, 0.6984, 0.7659, 0.6886, 0.7564, 0.7676, 0.7736, 0.8324, 0.7389, 0.7142, 0.8076, 0.7272, 0.7496, 0.737, 0.6491, 0.7385, 0.7119, 0.7355, 0.7099]}
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{"unit_id": "orig:1887166557912240351", "ticker_idx": 0, "ts": "2025-02-05T15:49:03+00:00", "symbol": "UBER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cut loss and run!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sell UBER and INTC (cut losses); implicitly bullish NVDA as the smarter alternative.", "resolved_tickers": ["UBER"], "resolution_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 know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08173071291411027, "ret_signed_m1d": -0.08173071291411027, "alpha_spy_m1d": -0.08576876400939903, "alpha_c_m1d": -0.08576876400939903, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.004038051095288764, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08545276395745471, "ret_signed_p1d": -0.08545276395745471, "alpha_spy_p1d": -0.08197703166641301, "alpha_c_p1d": -0.08197703166641301, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.0034757322910417, "ret_p1w": 0.23061405618845265, "ret_signed_p1w": -0.23061405618845265, "alpha_spy_p1w": -0.23203737107886624, "alpha_c_p1w": -0.23203737107886624, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.001423314890413585, "ret_p1m": 0.16253094264785184, "ret_signed_p1m": -0.16253094264785184, "alpha_spy_p1m": -0.21468069473132367, "alpha_c_p1m": -0.21468069473132367, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.052149752083471834, "ret_p3m": 0.32490688364688824, "ret_signed_p3m": -0.32490688364688824, "alpha_spy_p3m": -0.38947737759869894, "alpha_c_p3m": -0.38947737759869894, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.06457049395181069, "ret_p6m": 0.3608870259242032, "ret_signed_p6m": -0.3608870259242032, "alpha_spy_p6m": -0.30852890867811245, "alpha_c_p6m": -0.30852890867811245, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.05235811724609074, "ret_p1y": 0.2765197467959326, "ret_signed_p1y": -0.2765197467959326, "alpha_spy_p1y": -0.12243052397024834, "alpha_c_p1y": -0.12243052397024834, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.15408922282568427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16253094264785184, "alpha_spy_stated": -0.21468069473132367, "alpha_c_stated": -0.21468069473132367, "price_path": [0.1172, 0.1112, 0.1069, 0.1036, 0.1079, 0.136, 0.0752, 0.0721, 0.0794, 0.08, 0.109, 0.1386, 0.1098, 0.1107, 0.1107, 0.116, 0.1332, 0.1053, 0.1191, 0.0116, 0.025, 0.0195, 0.0074, -0.0512, -0.0476, -0.0706, -0.0656, -0.0535, -0.0504, -0.0662, -0.0582, -0.0405, -0.043, -0.043, -0.0453, -0.052, -0.0575, -0.0645, -0.0645, -0.0203, 0.0017, 0.0284, 0.0259, 0.0067, 0.0067, 0.0231, 0.0189, 0.0056, 0.0394, 0.0636, 0.0444, 0.0444, 0.0506, 0.0518, 0.0592, 0.0633, 0.0665, 0.0557, 0.0352, 0.0327, 0.0368, 0.0436, 0.0817, 0.0, 0.0855, 0.1569, 0.2194, 0.1934, 0.2306, 0.2452, 0.2317, 0.2317, 0.2638, 0.2587, 0.2602, 0.2235, 0.1852, 0.1624, 0.1766, 0.1509, 0.1788, 0.1545, 0.1672, 0.1861, 0.1625, 0.1828, 0.1331, 0.0957, 0.1042, 0.078, 0.1096, 0.1279, 0.1096, 0.1324, 0.1531, 0.1762, 0.1866, 0.1726, 0.1504, 0.161, 0.1283, 0.13, 0.132, 0.1554, 0.0833, 0.0022, 0.018, 0.0092, 0.1272, 0.1002, 0.121, 0.1337, 0.148, 0.1331, 0.1669, 0.1669, 0.1309, 0.1545, 0.1441, 0.2112, 0.2058, 0.2148, 0.2317, 0.2564, 0.2545, 0.3071, 0.3249, 0.3311, 0.2973, 0.2764, 0.2843, 0.3663, 0.4225, 0.4021, 0.3983, 0.4235, 0.4339, 0.4248, 0.3752, 0.3648, 0.3609, 0.3609, 0.3803, 0.3688, 0.3074, 0.3052, 0.2971, 0.2799, 0.2942, 0.3131, 0.3275, 0.3511, 0.3398, 0.3427, 0.3279, 0.3016, 0.3201, 0.3145, 0.294, 0.294, 0.2993, 0.322, 0.4214, 0.4097, 0.4442, 0.4195, 0.447, 0.4288, 0.4276, 0.4521, 0.4521, 0.4994, 0.5118, 0.4988, 0.495, 0.4794, 0.4561, 0.4301, 0.4074, 0.4035, 0.4049, 0.4138, 0.4235, 0.3949, 0.4093, 0.4158, 0.4051, 0.351, 0.3592, 0.3609]}
{"unit_id": "orig:1887166557912240351", "ticker_idx": 1, "ts": "2025-02-05T15:49:03+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cut loss and run!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sell UBER and INTC (cut losses); implicitly bullish NVDA as the smarter alternative.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01832054503774372, "ret_signed_m1d": 0.01832054503774372, "alpha_spy_m1d": 0.014282493942454955, "alpha_c_m1d": -0.004621887810447256, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.022942432848190975, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01374048157787533, "ret_signed_p1d": 0.01374048157787533, "alpha_spy_p1d": 0.01721621386891703, "alpha_c_p1d": 0.018636517988883106, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.004896036411007776, "ret_p1w": 0.14402035514735156, "ret_signed_p1w": -0.14402035514735156, "alpha_spy_p1w": -0.14544367003776515, "alpha_c_p1w": -0.13847692687766355, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.005543428269688011, "ret_p1m": 0.055979664265866313, "ret_signed_p1m": -0.055979664265866313, "alpha_spy_p1m": -0.10812941634933815, "alpha_c_p1m": -0.16668614944398052, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.11070648517811421, "ret_p3m": 0.03155220617148147, "ret_signed_p3m": -0.03155220617148147, "alpha_spy_p3m": -0.09612270012329216, "alpha_c_p3m": -0.1510391408462799, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.11948693467479843, "ret_p6m": 0.007633568521234091, "ret_signed_p6m": -0.007633568521234091, "alpha_spy_p6m": 0.04472454872485665, "alpha_c_p6m": 0.16085392516618424, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.16848749368741833, "ret_p1y": 1.2936387058411172, "ret_signed_p1y": -1.2936387058411172, "alpha_spy_p1y": -1.139549483015433, "alpha_c_p1y": -0.6697214134490275, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.6239172923920897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.055979664265866313, "alpha_spy_stated": -0.10812941634933815, "alpha_c_stated": -0.16668614944398052, "price_path": [0.3333, 0.2748, 0.2295, 0.2682, 0.2738, 0.2392, 0.2641, 0.2316, 0.2219, 0.2438, 0.2468, 0.2656, 0.2239, 0.2036, 0.2036, 0.2239, 0.2178, 0.1435, 0.1176, 0.0585, 0.0646, 0.059, 0.026, 0.0239, 0.0575, 0.0351, 0.0601, 0.0402, -0.0178, -0.03, -0.0066, 0.028, 0.0382, 0.0382, 0.0402, 0.0331, 0.0087, 0.0204, 0.0204, 0.029, 0.0463, 0.0112, 0.0183, 0.0117, 0.0117, -0.0254, -0.0229, -0.0229, 0.0036, 0.001, 0.0936, 0.0936, 0.1079, 0.1125, 0.0977, 0.0601, 0.0326, 0.0076, 0.0051, 0.0183, -0.0112, -0.0137, -0.0183, 0.0, -0.0137, -0.028, 0.0061, 0.0672, 0.144, 0.228, 0.201, 0.201, 0.3939, 0.3089, 0.3277, 0.2656, 0.2351, 0.17, 0.1969, 0.1751, 0.2076, 0.1573, 0.0855, 0.059, 0.056, 0.0504, 0.0142, 0.0066, 0.0524, 0.2061, 0.2239, 0.3074, 0.3191, 0.2275, 0.2193, 0.2346, 0.2326, 0.2316, 0.1919, 0.202, 0.1557, 0.1557, 0.1221, 0.1186, 0.1415, 0.0102, -0.0041, -0.0774, 0.0957, 0.0117, 0.0046, 0.0336, 0.0102, -0.0214, -0.0366, -0.0366, -0.0412, -0.0071, 0.0478, 0.0936, 0.0204, 0.0438, 0.0351, 0.0229, 0.0168, 0.0494, 0.0316, 0.0148, 0.0336, 0.0687, 0.0901, 0.1288, 0.1481, 0.0952, 0.0967, 0.1023, 0.088, 0.0824, 0.0529, 0.0458, 0.0204, 0.0204, 0.0458, 0.0366, 0.0305, -0.0051, 0.0046, 0.0326, 0.0305, 0.0173, 0.0209, 0.0422, 0.1237, 0.0524, 0.057, 0.0249, 0.0555, 0.0585, 0.0936, 0.0936, 0.0728, 0.0784, 0.1476, 0.1298, 0.145, 0.1547, 0.1399, 0.1628, 0.1135, 0.1445, 0.1445, 0.1196, 0.2005, 0.1929, 0.2122, 0.1924, 0.1858, 0.1664, 0.1547, 0.1603, 0.1756, 0.1837, 0.1827, 0.1954, 0.1517, 0.0534, 0.0524, 0.0387, 0.0351, 0.0076]}
{"unit_id": "orig:1887166557912240351", "ticker_idx": 2, "ts": "2025-02-05T15:49:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the ex-CEO $INTC bought $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Sell UBER and INTC (cut losses); implicitly bullish NVDA as the smarter alternative.", "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": "I know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04950739160491335, "ret_signed_m1d": -0.04950739160491335, "alpha_spy_m1d": -0.04546934050962459, "alpha_c_m1d": -0.02656495875672238, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.022942432848190975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030841781986492567, "ret_signed_p1d": 0.030841781986492567, "alpha_spy_p1d": 0.027366049695450867, "alpha_c_p1d": 0.02594574557548479, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.004896036411007776, "ret_p1w": 0.05054881101047304, "ret_signed_p1w": 0.05054881101047304, "alpha_spy_p1w": 0.05197212590088662, "alpha_c_p1w": 0.04500538274078503, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.005543428269688011, "ret_p1m": -0.11423533532248076, "ret_signed_p1m": -0.11423533532248076, "alpha_spy_p1m": -0.062085583239008924, "alpha_c_p1m": -0.0035288501443665465, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.11070648517811421, "ret_p3m": -0.08811605429973268, "ret_signed_p3m": -0.08811605429973268, "alpha_spy_p3m": -0.02354556034792199, "alpha_c_p3m": 0.031370880375065746, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.11948693467479843, "ret_p6m": 0.4251277963739213, "ret_signed_p6m": 0.4251277963739213, "alpha_spy_p6m": 0.37276967912783054, "alpha_c_p6m": 0.25664030268650295, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.16848749368741833, "ret_p1y": 0.5038157425839418, "ret_signed_p1y": 0.5038157425839418, "alpha_spy_p1y": 0.3497265197582575, "alpha_c_p1y": -0.12010154980814791, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.6239172923920897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11423533532248076, "alpha_spy_stated": -0.062085583239008924, "alpha_c_stated": -0.0035288501443665465, "price_path": [0.1826, 0.1636, 0.1879, 0.1717, 0.1756, 0.1373, 0.1226, 0.1776, 0.1686, 0.1749, 0.1371, 0.0896, 0.0968, 0.0841, 0.0841, 0.1074, 0.1105, 0.1235, 0.1626, 0.1621, 0.1411, 0.112, 0.082, 0.116, 0.1002, 0.0755, 0.0574, 0.0445, 0.0327, 0.0469, 0.0791, 0.1189, 0.1233, 0.1233, 0.121, 0.0976, 0.1014, 0.0758, 0.0758, 0.108, 0.1573, 0.1971, 0.1226, 0.1224, 0.1224, 0.0888, 0.0673, 0.0555, 0.0914, 0.07, 0.1032, 0.1032, 0.1282, 0.1782, 0.1794, 0.1425, -0.0513, 0.0333, -0.0091, -0.0014, -0.0381, -0.0654, -0.0495, 0.0, 0.0308, 0.0401, 0.07, 0.0638, 0.0505, 0.0838, 0.1123, 0.1123, 0.1167, 0.1154, 0.1224, 0.0769, 0.0437, 0.0144, 0.0517, -0.0375, 0.0007, -0.0863, -0.0708, -0.0603, -0.1142, -0.0973, -0.143, -0.1287, -0.0727, -0.074, -0.0252, -0.0424, -0.0752, -0.0585, -0.0504, -0.057, -0.0273, -0.0331, -0.0886, -0.1073, -0.1214, -0.1317, -0.1175, -0.1154, -0.1844, -0.2444, -0.2177, -0.2285, -0.084, -0.1382, -0.1113, -0.113, -0.1011, -0.1629, -0.1869, -0.1869, -0.2236, -0.2077, -0.1771, -0.1473, -0.1106, -0.1289, -0.1266, -0.1274, -0.1058, -0.0827, -0.0881, -0.0904, -0.0622, -0.0597, -0.0654, -0.0146, 0.041, 0.0843, 0.0802, 0.0848, 0.0861, 0.0766, 0.0559, 0.0642, 0.0518, 0.0518, 0.0856, 0.08, 0.1151, 0.0826, 0.1006, 0.1314, 0.137, 0.1215, 0.1354, 0.1427, 0.1534, 0.1444, 0.1618, 0.1375, 0.1593, 0.1547, 0.1656, 0.1656, 0.1526, 0.1551, 0.185, 0.2364, 0.242, 0.2639, 0.2658, 0.2283, 0.2599, 0.2767, 0.2767, 0.2678, 0.2819, 0.305, 0.3148, 0.3214, 0.3146, 0.3677, 0.373, 0.3861, 0.3814, 0.3731, 0.3383, 0.3683, 0.392, 0.3901, 0.4162, 0.4062, 0.4363, 0.4251]}
{"unit_id": "reply:1910417801178763491", "ticker_idx": 0, "ts": "2025-04-10T19:41:12+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": "Not much to do but accumulate", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Held long BTC; author with 6 years in crypto sees accumulation as the only move.", "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": "@AJ_Invests_Co @DevotedDividend Yes. I've been in bitcoin/crypto industry for 6 years.  Not much to do but accumulate..", "reply_text": null, "parent_text": "@DeepValueBagger @DevotedDividend Nice. BTW, do you any $BTC? \n\nHaven’t heard your thoughts on that", "quoted_text": null, "parent_author": "AJ_Invests_Co", "ret_m1d": 0.03702066277308047, "ret_signed_m1d": 0.03702066277308047, "alpha_spy_m1d": -0.008806503255962106, "alpha_c_m1d": -0.008806503255962106, "bench_spy_m1d": 0.045827166029042576, "bench_c_m1d": 0.045827166029042576, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04745546227457886, "ret_signed_p1d": 0.04745546227457886, "alpha_spy_p1d": 0.029612804488437172, "alpha_c_p1d": 0.029612804488437172, "bench_spy_p1d": 0.01784265778614169, "bench_c_p1d": 0.01784265778614169, "ret_p1w": 0.06617938950246582, "ret_signed_p1w": 0.06617938950246582, "alpha_spy_p1w": 0.06269097144920033, "alpha_c_p1w": 0.06269097144920033, "bench_spy_p1w": 0.0034884180532654963, "bench_c_p1w": 0.0034884180532654963, "ret_p1m": 0.2931789831111131, "ret_signed_p1m": 0.2931789831111131, "alpha_spy_p1m": 0.2173851190503968, "alpha_c_p1m": 0.2173851190503968, "bench_spy_p1m": 0.07579386406071631, "bench_c_p1m": 0.07579386406071631, "ret_p3m": 0.36827268761652365, "ret_signed_p3m": 0.36827268761652365, "alpha_spy_p3m": 0.18223072536662022, "alpha_c_p3m": 0.18223072536662022, "bench_spy_p3m": 0.18604196224990344, "bench_c_p3m": 0.18604196224990344, "ret_p6m": 0.5355074387670664, "ret_signed_p6m": 0.5355074387670664, "alpha_spy_p6m": 0.2524825935519015, "alpha_c_p6m": 0.2524825935519015, "bench_spy_p6m": 0.2830248452151649, "bench_c_p6m": 0.2830248452151649, "ret_p1y": -0.1624428260741163, "ret_signed_p1y": -0.1624428260741163, "alpha_spy_p1y": -0.3809692213498973, "alpha_c_p1y": -0.3809692213498973, "bench_spy_p1y": 0.218526395275781, "bench_c_p1y": 0.218526395275781, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2931789831111131, "alpha_spy_stated": 0.2173851190503968, "alpha_c_stated": 0.2173851190503968, "price_path": [0.187, 0.2123, 0.2622, 0.2528, 0.3119, 0.2812, 0.3331, 0.3017, 0.3056, 0.3164, 0.2821, 0.2726, 0.3024, 0.3153, 0.2861, 0.2735, 0.2291, 0.2134, 0.2131, 0.2123, 0.2237, 0.2025, 0.2293, 0.2135, 0.2246, 0.2028, 0.1999, 0.2136, 0.2349, 0.2072, 0.1481, 0.1144, 0.0593, 0.0638, 0.0596, 0.0809, 0.0954, 0.1381, 0.1298, 0.0894, -0.0137, 0.0406, 0.0514, 0.0181, 0.0545, 0.0559, 0.0388, 0.0908, 0.057, 0.0555, 0.0989, 0.0985, 0.0914, 0.0948, 0.0594, 0.0367, 0.0696, 0.0359, 0.0437, 0.053, -0.0049, -0.0421, 0.037, 0.0, 0.0475, 0.0617, 0.0508, 0.0554, 0.0662, 0.0606, 0.0991, 0.1735, 0.1767, 0.1798, 0.1896, 0.1928, 0.1841, 0.1831, 0.2118, 0.2171, 0.1899, 0.2157, 0.2186, 0.2966, 0.2932, 0.2912, 0.3082, 0.3003, 0.3029, 0.2997, 0.3263, 0.3412, 0.3774, 0.4025, 0.3474, 0.3744, 0.3688, 0.3539, 0.3267, 0.3061, 0.3297, 0.3241, 0.3153, 0.2757, 0.311, 0.3851, 0.3847, 0.365, 0.3303, 0.3324, 0.3412, 0.3137, 0.3172, 0.3147, 0.2974, 0.3259, 0.3318, 0.3483, 0.3433, 0.3449, 0.3455, 0.3274, 0.3671, 0.377, 0.3568, 0.3601, 0.3683, 0.3981, 0.4566, 0.4759, 0.5052, 0.4791, 0.4912, 0.4981, 0.482, 0.4749, 0.507, 0.4914, 0.4865, 0.4774, 0.481, 0.4809, 0.4798, 0.4538, 0.4232, 0.4452, 0.4335, 0.4446, 0.4756, 0.4655, 0.4911, 0.5092, 0.549, 0.4864, 0.4744, 0.46, 0.417, 0.4351, 0.4118, 0.4678, 0.383, 0.4041, 0.3968, 0.4134, 0.3615, 0.372, 0.3965, 0.4031, 0.3905, 0.3896, 0.4075, 0.4007, 0.4311, 0.4506, 0.4581, 0.4498, 0.4674, 0.4627, 0.4711, 0.4529, 0.416, 0.4068, 0.4233, 0.3695, 0.3778, 0.4367, 0.4324, 0.4901, 0.5156, 0.5355]}
{"unit_id": "reply:1886641196589596812", "ticker_idx": 0, "ts": "2025-02-04T05:01:28+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OKLO $TEM are my favorite right now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Favors OKLO and TEM among smaller caps right now.", "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": "reply_other", "lang": "en", "tweet_text": "@NicePucks I feel like i should focus on smaller caps. $OKLO $TEM are my favorite right now.", "reply_text": null, "parent_text": "@DeepValueBagger So are you a buyer if a significant pullback happens?", "quoted_text": null, "parent_author": "NicePucks", "ret_m1d": -0.020473429237974905, "ret_signed_m1d": -0.020473429237974905, "alpha_spy_m1d": -0.013809864958368445, "alpha_c_m1d": -0.013809864958368445, "bench_spy_m1d": -0.00666356427960646, "bench_c_m1d": -0.00666356427960646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07698871096911364, "ret_signed_p1d": 0.07698871096911364, "alpha_spy_p1d": 0.0729342879063355, "alpha_c_p1d": 0.0729342879063355, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.004054423062778145, "ret_p1w": 0.06803161618531561, "ret_signed_p1w": 0.06803161618531561, "alpha_spy_p1w": 0.06216569068036182, "alpha_c_p1w": 0.06216569068036182, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": 0.005865925504953795, "ret_p1m": -0.3540200189848105, "ret_signed_p1m": -0.3540200189848105, "alpha_spy_p1m": -0.3229122099340863, "alpha_c_p1m": -0.3229122099340863, "bench_spy_p1m": -0.03110780905072419, "bench_c_p1m": -0.03110780905072419, "ret_p3m": -0.44039240535987345, "ret_signed_p3m": -0.44039240535987345, "alpha_spy_p3m": -0.3850314052124567, "alpha_c_p3m": -0.3850314052124567, "bench_spy_p3m": -0.05536100014741674, "bench_c_p3m": -0.05536100014741674, "ret_p6m": 0.6129238267832917, "ret_signed_p6m": 0.6129238267832917, "alpha_spy_p6m": 0.5523206109125496, "alpha_c_p6m": 0.5523206109125496, "bench_spy_p6m": 0.06060321587074213, "bench_c_p6m": 0.06060321587074213, "ret_p1y": 0.9392194815265817, "ret_signed_p1y": 0.9392194815265817, "alpha_spy_p1y": 0.780871266398081, "alpha_c_p1y": 0.780871266398081, "bench_spy_p1y": 0.15834821512850072, "bench_c_p1y": 0.15834821512850072, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3540200189848105, "alpha_spy_stated": -0.3229122099340863, "alpha_c_stated": -0.3229122099340863, "price_path": [-0.4336, -0.4781, -0.4869, -0.5182, -0.5078, -0.4907, -0.6161, -0.5592, -0.5351, -0.5532, -0.4619, -0.4626, -0.5114, -0.53, -0.5319, -0.5319, -0.498, -0.5259, -0.5707, -0.5662, -0.5718, -0.5327, -0.5716, -0.6072, -0.589, -0.6082, -0.6048, -0.6059, -0.5927, -0.608, -0.553, -0.5411, -0.5304, -0.4965, -0.4965, -0.4873, -0.5142, -0.4956, -0.5472, -0.5472, -0.534, -0.4189, -0.3602, -0.3709, -0.443, -0.443, -0.4617, -0.512, -0.5135, -0.4845, -0.4833, -0.4444, -0.4444, -0.3335, -0.2713, -0.173, -0.1081, -0.3365, -0.2723, -0.2472, -0.1062, -0.1126, -0.0205, 0.0, 0.077, 0.0186, 0.1834, 0.1459, 0.068, 0.1597, 0.1736, 0.1222, 0.1222, 0.0704, -0.0377, -0.0902, -0.1727, -0.2732, -0.3161, -0.2495, -0.3092, -0.2879, -0.3734, -0.3406, -0.354, -0.4462, -0.4398, -0.4948, -0.4568, -0.4415, -0.4892, -0.4088, -0.4029, -0.4451, -0.4018, -0.4078, -0.4208, -0.3408, -0.383, -0.4376, -0.492, -0.5225, -0.5387, -0.5195, -0.5159, -0.5332, -0.5777, -0.5323, -0.5686, -0.4865, -0.5155, -0.5202, -0.5191, -0.5095, -0.5402, -0.5312, -0.5312, -0.5652, -0.5408, -0.5016, -0.4813, -0.4937, -0.4777, -0.4788, -0.4937, -0.4389, -0.4404, -0.4568, -0.3888, -0.4216, -0.4253, -0.4009, -0.3847, -0.3169, -0.2107, -0.2022, -0.1956, -0.1527, -0.1988, -0.215, -0.1529, 0.0422, 0.0422, 0.1495, 0.1781, 0.1288, 0.1243, 0.1184, 0.0614, 0.0469, 0.0058, 0.0725, 0.1572, 0.1205, 0.4508, 0.3751, 0.3576, 0.3958, 0.3387, 0.3227, 0.3227, 0.2359, 0.1753, 0.2947, 0.1851, 0.1911, 0.1785, 0.1941, 0.1034, 0.0947, 0.1457, 0.1457, 0.193, 0.1414, 0.1501, 0.1826, 0.196, 0.331, 0.2999, 0.3728, 0.4325, 0.4711, 0.3331, 0.3077, 0.4282, 0.5907, 0.6102, 0.6102, 0.5144, 0.6129]}
{"unit_id": "reply:1886641196589596812", "ticker_idx": 1, "ts": "2025-02-04T05:01:28+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OKLO $TEM are my favorite right now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Favors OKLO and TEM among smaller caps right now.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NicePucks I feel like i should focus on smaller caps. $OKLO $TEM are my favorite right now.", "reply_text": null, "parent_text": "@DeepValueBagger So are you a buyer if a significant pullback happens?", "quoted_text": null, "parent_author": "NicePucks", "ret_m1d": -0.005012086762192225, "ret_signed_m1d": -0.005012086762192225, "alpha_spy_m1d": 0.0016514775174142349, "alpha_c_m1d": 0.0016514775174142349, "bench_spy_m1d": -0.00666356427960646, "bench_c_m1d": -0.00666356427960646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11851256284382394, "ret_signed_p1d": 0.11851256284382394, "alpha_spy_p1d": 0.1144581397810458, "alpha_c_p1d": 0.1144581397810458, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.004054423062778145, "ret_p1w": 0.15133388587338303, "ret_signed_p1w": 0.15133388587338303, "alpha_spy_p1w": 0.14546796036842924, "alpha_c_p1w": 0.14546796036842924, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": 0.005865925504953795, "ret_p1m": -0.14211798411778354, "ret_signed_p1m": -0.14211798411778354, "alpha_spy_p1m": -0.11101017506705935, "alpha_c_p1m": -0.11101017506705935, "bench_spy_p1m": -0.03110780905072419, "bench_c_p1m": -0.03110780905072419, "ret_p3m": -0.07744538753439545, "ret_signed_p3m": -0.07744538753439545, "alpha_spy_p3m": -0.02208438738697871, "alpha_c_p3m": -0.02208438738697871, "bench_spy_p3m": -0.05536100014741674, "bench_c_p3m": -0.05536100014741674, "ret_p6m": -0.06531927567501028, "ret_signed_p6m": -0.06531927567501028, "alpha_spy_p6m": -0.1259224915457524, "alpha_c_p6m": -0.1259224915457524, "bench_spy_p6m": 0.06060321587074213, "bench_c_p6m": 0.06060321587074213, "ret_p1y": 0.10525468547835692, "ret_signed_p1y": 0.10525468547835692, "alpha_spy_p1y": -0.0530935296501438, "alpha_c_p1y": -0.0530935296501438, "bench_spy_p1y": 0.15834821512850072, "bench_c_p1y": 0.15834821512850072, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14211798411778354, "alpha_spy_stated": -0.11101017506705935, "alpha_c_stated": -0.11101017506705935, "price_path": [-0.0818, 0.1927, 0.255, 0.1001, 0.1007, -0.0844, -0.1528, -0.1259, -0.1274, -0.0598, -0.1515, -0.0525, 0.033, -0.0483, 0.0183, 0.0183, 0.012, 0.0176, -0.0899, -0.0624, -0.1405, -0.1845, -0.2482, -0.2724, -0.3017, -0.3211, -0.3371, -0.3552, -0.3703, -0.4455, -0.466, -0.4254, -0.4356, -0.4375, -0.4375, -0.4294, -0.4322, -0.4524, -0.4542, -0.4542, -0.4462, -0.3816, -0.341, -0.3715, -0.3939, -0.3939, -0.3934, -0.4771, -0.4854, -0.4354, -0.4382, -0.4317, -0.4317, -0.2297, -0.1843, -0.1133, -0.169, -0.1615, -0.1751, -0.1791, -0.0753, -0.0721, -0.005, 0.0, 0.1185, 0.0508, 0.115, 0.1053, 0.1513, 0.1945, 0.3541, 0.4461, 0.4461, 0.325, 0.3858, 0.2404, 0.1009, 0.1248, -0.0445, 0.0066, -0.1059, -0.0917, -0.1766, -0.1475, -0.1421, -0.21, -0.2061, -0.2697, -0.2631, -0.2643, -0.3183, -0.2373, -0.1937, -0.2605, -0.2234, -0.2233, -0.1698, -0.0461, -0.053, -0.139, -0.1597, -0.2267, -0.22, -0.2365, -0.1934, -0.2535, -0.3116, -0.3096, -0.3981, -0.292, -0.3486, -0.319, -0.3027, -0.3059, -0.3394, -0.346, -0.346, -0.3374, -0.3011, -0.1989, -0.135, -0.1447, -0.1306, -0.1222, -0.1646, -0.1617, -0.0774, -0.1258, -0.1562, -0.05, 0.0545, -0.0078, 0.0136, 0.1141, 0.0474, 0.0121, 0.0589, 0.0306, 0.0094, -0.06, -0.042, 0.0115, 0.0115, 0.065, -0.1399, -0.12, -0.1078, 0.0262, 0.0018, 0.015, -0.0516, 0.0036, 0.0823, 0.1217, 0.1444, 0.1517, 0.1525, 0.1641, 0.1335, 0.1172, 0.1172, 0.1044, 0.0614, 0.104, 0.0585, 0.1049, 0.0755, 0.0273, -0.0389, -0.0432, -0.0142, -0.0142, -0.0621, -0.054, -0.0556, -0.0364, -0.0804, -0.0652, -0.0964, -0.0304, -0.0194, -0.0141, -0.0621, -0.0124, 0.0487, 0.0241, 0.0427, 0.0024, -0.0576, -0.0653]}
{"unit_id": "reply:1933546327746441342", "ticker_idx": 0, "ts": "2025-06-13T15:25:42+00:00", "symbol": "MSTY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "anything that has underlyings like this will crash", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish MSTY will crash; MSTR stock diverging negatively from its underlying.", "resolved_tickers": ["MSTY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dezod80 same. anything that has underlyings like this will crash. You can see the stock value move further away from underlying $MSTR.", "reply_text": null, "parent_text": "@DeepValueBagger do you feel the same about $MSTY? thing has a huge cult", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": -0.007091817864261163, "ret_signed_m1d": 0.007091817864261163, "alpha_spy_m1d": 0.018398284623723615, "alpha_c_m1d": 0.018398284623723615, "bench_spy_m1d": 0.011306466759462452, "bench_c_m1d": 0.011306466759462452, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009450277737823587, "ret_signed_p1d": 0.0009450277737823587, "alpha_spy_p1d": 0.010459163941558103, "alpha_c_p1d": 0.010459163941558103, "bench_spy_p1d": 0.009514136167775744, "bench_c_p1d": 0.009514136167775744, "ret_p1w": -0.02411344785309688, "ret_signed_p1w": 0.02411344785309688, "alpha_spy_p1w": 0.022500060031033553, "alpha_c_p1w": 0.022500060031033553, "bench_spy_p1w": -0.001613387822063328, "bench_c_p1w": -0.001613387822063328, "ret_p1m": 0.13146802076698094, "ret_signed_p1m": -0.13146802076698094, "alpha_spy_p1m": -0.08179128927796775, "alpha_c_p1m": -0.08179128927796775, "bench_spy_p1m": 0.04967673148901319, "bench_c_p1m": 0.04967673148901319, "ret_p3m": -0.12592884637776458, "ret_signed_p3m": 0.12592884637776458, "alpha_spy_p3m": 0.22163762044147184, "alpha_c_p3m": 0.22163762044147184, "bench_spy_p3m": 0.09570877406370726, "bench_c_p3m": 0.09570877406370726, "ret_p6m": -0.47960724584078196, "ret_signed_p6m": 0.47960724584078196, "alpha_spy_p6m": 0.6312855030087047, "alpha_c_p6m": 0.6312855030087047, "bench_spy_p6m": 0.15167825716792271, "bench_c_p6m": 0.15167825716792271, "ret_p1y": -0.58825136471668, "ret_signed_p1y": 0.58825136471668, "alpha_spy_p1y": 0.8751481508174508, "alpha_c_p1y": 0.8751481508174508, "bench_spy_p1y": 0.28689678610077074, "bench_c_p1y": 0.28689678610077074, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13146802076698094, "alpha_spy_stated": -0.08179128927796775, "alpha_c_stated": -0.08179128927796775, "price_path": [-0.2431, -0.2026, -0.2011, -0.1925, -0.1409, -0.1259, -0.1465, -0.1547, -0.2375, -0.239, -0.1982, -0.1809, -0.2506, -0.2277, -0.2798, -0.3561, -0.2135, -0.2696, -0.2053, -0.1769, -0.1713, -0.1673, -0.1513, -0.1513, -0.1489, -0.1029, -0.0953, -0.0849, -0.057, -0.0526, -0.0274, -0.027, -0.021, 0.005, -0.0146, -0.0126, 0.0042, 0.0392, 0.0383, 0.018, 0.0529, 0.0472, 0.003, 0.0105, 0.0414, 0.0503, 0.0242, 0.0189, -0.05, -0.05, -0.042, -0.0606, -0.0438, -0.0486, -0.0358, -0.0093, -0.0204, -0.0416, -0.0265, 0.0028, 0.0047, 0.0028, -0.0071, 0.0, -0.0009, -0.0142, -0.0284, -0.0284, -0.0241, -0.0274, -0.0047, 0.0175, 0.0184, 0.0123, 0.0482, -0.0123, 0.0449, 0.0463, 0.0463, 0.0343, 0.0403, 0.0714, 0.0844, 0.1054, 0.1315, 0.122, 0.145, 0.1435, 0.0859, 0.0874, 0.0899, 0.0593, 0.0649, 0.0433, 0.0393, 0.0208, 0.0213, 0.0369, -0.0498, 0.0034, -0.0242, -0.004, 0.0279, 0.0183, 0.0311, 0.0204, 0.0109, -0.0312, -0.0503, -0.0508, -0.1162, -0.0966, -0.1125, -0.0668, -0.0997, -0.0785, -0.0992, -0.1077, -0.1191, -0.1191, -0.1015, -0.1259, -0.1327, -0.1123, -0.1208, -0.1225, -0.1259, -0.1259, -0.1134, -0.1191, -0.1026, -0.1117, -0.0793, -0.0884, -0.106, -0.1242, -0.1373, -0.1969, -0.1774, -0.1458, -0.15, -0.1263, -0.1031, -0.1025, -0.0855, -0.1555, -0.1494, -0.1738, -0.2097, -0.1817, -0.217, -0.2255, -0.2564, -0.2417, -0.2232, -0.211, -0.2577, -0.2491, -0.2361, -0.2178, -0.2426, -0.2654, -0.3209, -0.2785, -0.2897, -0.3348, -0.3129, -0.3575, -0.3487, -0.3527, -0.3709, -0.3871, -0.4288, -0.4514, -0.4596, -0.4315, -0.4823, -0.5062, -0.5223, -0.4964, -0.5146, -0.5062, -0.5062, -0.5008, -0.5151, -0.4901, -0.4752, -0.476, -0.4905, -0.4796]}
{"unit_id": "reply:1933546327746441342", "ticker_idx": 1, "ts": "2025-06-13T15:25:42+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can see the stock value move further away from underlying $MSTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish MSTY will crash; MSTR stock diverging negatively from its underlying.", "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": "@dezod80 same. anything that has underlyings like this will crash. You can see the stock value move further away from underlying $MSTR.", "reply_text": null, "parent_text": "@DeepValueBagger do you feel the same about $MSTY? thing has a huge cult", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": -0.008122823389726808, "ret_signed_m1d": 0.008122823389726808, "alpha_spy_m1d": 0.01942929014918926, "alpha_c_m1d": 0.01942929014918926, "bench_spy_m1d": 0.011306466759462452, "bench_c_m1d": 0.011306466759462452, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016193358714300388, "ret_signed_p1d": 0.0016193358714300388, "alpha_spy_p1d": 0.011133472039205783, "alpha_c_p1d": 0.011133472039205783, "bench_spy_p1d": 0.009514136167775744, "bench_c_p1d": 0.009514136167775744, "ret_p1w": -0.034398054373848796, "ret_signed_p1w": 0.034398054373848796, "alpha_spy_p1w": 0.03278466655178547, "alpha_c_p1w": 0.03278466655178547, "bench_spy_p1w": -0.001613387822063328, "bench_c_p1w": -0.001613387822063328, "ret_p1m": 0.17799774013533054, "ret_signed_p1m": -0.17799774013533054, "alpha_spy_p1m": -0.12832100864631735, "alpha_c_p1m": -0.12832100864631735, "bench_spy_p1m": 0.04967673148901319, "bench_c_p1m": 0.04967673148901319, "ret_p3m": -0.14736068020396176, "ret_signed_p3m": 0.14736068020396176, "alpha_spy_p3m": 0.24306945426766902, "alpha_c_p3m": 0.24306945426766902, "bench_spy_p3m": 0.09570877406370726, "bench_c_p3m": 0.09570877406370726, "ret_p6m": -0.5202287857914197, "ret_signed_p6m": 0.5202287857914197, "alpha_spy_p6m": 0.6719070429593424, "alpha_c_p6m": 0.6719070429593424, "bench_spy_p6m": 0.15167825716792271, "bench_c_p6m": 0.15167825716792271, "ret_p1y": -0.6445790906404045, "ret_signed_p1y": 0.6445790906404045, "alpha_spy_p1y": 0.9314758767411753, "alpha_c_p1y": 0.9314758767411753, "bench_spy_p1y": 0.28689678610077074, "bench_c_p1y": 0.28689678610077074, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17799774013533054, "alpha_spy_stated": -0.12832100864631735, "alpha_c_stated": -0.12832100864631735, "price_path": [-0.2603, -0.2054, -0.211, -0.206, -0.1231, -0.1072, -0.1399, -0.1522, -0.2441, -0.2471, -0.2007, -0.1837, -0.2627, -0.2331, -0.2997, -0.3785, -0.2246, -0.2887, -0.2165, -0.1865, -0.1884, -0.186, -0.1715, -0.1715, -0.1701, -0.1041, -0.097, -0.085, -0.037, -0.0356, -0.0037, -0.0072, -0.0033, 0.03, 0.0096, 0.0071, 0.0251, 0.0823, 0.0866, 0.0575, 0.1012, 0.0885, 0.037, 0.0442, 0.0798, 0.0889, 0.0518, 0.0433, -0.0349, -0.0349, -0.0279, -0.0486, -0.032, -0.0361, -0.0277, 0.0119, -0.0125, -0.0368, -0.0219, 0.0242, 0.0217, 0.0111, -0.0081, 0.0, -0.0016, -0.0201, -0.0361, -0.0361, -0.0344, -0.041, -0.0153, 0.0151, 0.0093, 0.0026, 0.0558, -0.025, 0.0507, 0.0552, 0.0552, 0.0334, 0.0367, 0.085, 0.1015, 0.1351, 0.178, 0.1552, 0.1907, 0.1788, 0.1054, 0.1134, 0.1137, 0.0778, 0.0837, 0.0601, 0.0547, 0.0308, 0.0318, 0.0496, -0.0424, 0.0166, -0.0194, 0.0014, 0.05, 0.032, 0.0454, 0.0301, 0.0184, -0.0259, -0.0432, -0.0503, -0.1209, -0.1006, -0.1183, -0.0646, -0.1036, -0.0823, -0.1066, -0.115, -0.1266, -0.1266, -0.1077, -0.1374, -0.1444, -0.1228, -0.1383, -0.1419, -0.1474, -0.1485, -0.1343, -0.1439, -0.1248, -0.1388, -0.0882, -0.0996, -0.1226, -0.1439, -0.1556, -0.2146, -0.1928, -0.1474, -0.1584, -0.1161, -0.0798, -0.0816, -0.0605, -0.1423, -0.136, -0.1634, -0.2039, -0.176, -0.2147, -0.2249, -0.2587, -0.2429, -0.2253, -0.2115, -0.2666, -0.2558, -0.245, -0.2279, -0.2566, -0.2808, -0.3351, -0.2961, -0.3087, -0.3549, -0.334, -0.3805, -0.3681, -0.3761, -0.3957, -0.4134, -0.4553, -0.4783, -0.4896, -0.4599, -0.5129, -0.5374, -0.5547, -0.5324, -0.5503, -0.5413, -0.5413, -0.5372, -0.5523, -0.5264, -0.508, -0.5142, -0.5325, -0.5202]}
{"unit_id": "orig:1940181517017522435", "ticker_idx": 0, "ts": "2025-07-01T22:51:35+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "supply really dried up which leads to the breakout phase... As price move away driven by a number of catalysts in my other posts, we'll see FOMO come back in", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish TSLA: retail capitulation + institutional accumulation at $300 support signals supply exhaustion and an imminent breakout with FOMO-driven upside.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "For the record on $TSLA, we're watching retail capitulation today and institution accumulation. Price held strong at $300, which tells us supply is drying up. If tomorrow sales report come out and we hold relatively near this price, then I think it's a really good sign that supply really dried up which leads to the breakout phase.  Last Q, institution accumulated, and most recent commentary from institutions have not wavered, which leads me to believe this is a retail capitulation esp among those who had DOGE, Tesla attacks PTSD.  As price move away driven by a number of catalysts in my other posts, we'll see FOMO come back in.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.047330913132555774, "ret_signed_m1d": -0.047330913132555774, "alpha_spy_m1d": -0.04281810531011687, "alpha_c_m1d": -0.03937671484387839, "bench_spy_m1d": -0.004512807822438902, "bench_c_m1d": -0.007954198288677383, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009503811144286889, "ret_signed_p1d": -0.0009503811144286889, "alpha_spy_p1d": -0.008831781357972357, "alpha_c_p1d": -0.00640468651541215, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.005454305400983461, "ret_p1w": -0.06263262916505974, "ret_signed_p1w": -0.06263262916505974, "alpha_spy_p1w": -0.06845098039482778, "alpha_c_p1w": -0.057814637261142554, "bench_spy_p1w": 0.005818351229768037, "bench_c_p1w": -0.004817991903917185, "ret_p1m": -0.02338034223194929, "ret_signed_p1m": -0.02338034223194929, "alpha_spy_p1m": -0.042124925882857656, "alpha_c_p1m": -0.029834618766777843, "bench_spy_p1m": 0.018744583650908364, "bench_c_p1m": 0.006454276534828551, "ret_p3m": 0.4041184857441382, "ret_signed_p3m": 0.4041184857441382, "alpha_spy_p3m": 0.33147761690430433, "alpha_c_p3m": 0.3078745316484537, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.09624395409568454, "ret_p6m": 0.5377791962057461, "ret_signed_p6m": 0.5377791962057461, "alpha_spy_p6m": 0.4186886922884694, "alpha_c_p6m": 0.419197381310209, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.1185818148955371, "ret_p1y": 0.2687787041925729, "ret_signed_p1y": 0.2687787041925729, "alpha_spy_p1y": 0.05189727003235234, "alpha_c_p1y": 0.19759574470157326, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.07118295949099962, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02338034223194929, "alpha_spy_stated": -0.042124925882857656, "alpha_c_stated": -0.029834618766777843, "price_path": [-0.2415, -0.2609, -0.2971, -0.1377, -0.2004, -0.2007, -0.2005, -0.195, -0.2348, -0.2353, -0.2353, -0.2793, -0.2461, -0.2056, -0.1779, -0.0973, -0.0943, -0.0748, -0.1061, -0.1113, -0.0901, -0.1121, -0.1277, -0.1249, -0.0977, -0.0551, 0.0086, 0.0584, 0.1015, 0.0861, 0.1088, 0.0838, 0.0892, 0.0601, 0.0804, 0.0751, 0.0751, 0.1497, 0.1307, 0.1355, 0.0976, 0.0857, 0.0907, 0.052, -0.0981, -0.065, -0.0224, 0.0331, 0.0342, 0.011, 0.0306, 0.0427, 0.0022, 0.0203, 0.0203, 0.0206, 0.1046, 0.0786, 0.0377, 0.0321, 0.0253, 0.0064, -0.0473, 0.0, -0.001, -0.001, -0.0688, -0.0565, -0.0626, -0.0183, -0.0068, 0.004, -0.0154, 0.0191, 0.0119, 0.0444, 0.0407, 0.0521, 0.0536, -0.0328, 0.0013, 0.0315, 0.0176, 0.0107, -0.0234, -0.0412, -0.0202, -0.022, 0.0135, 0.021, 0.0444, 0.0741, 0.0798, 0.0752, 0.0631, 0.0472, 0.0618, 0.0433, 0.0261, 0.0141, 0.0772, 0.0981, 0.1141, 0.1076, 0.0961, 0.0577, 0.0577, 0.0434, 0.0584, 0.0725, 0.1115, 0.0974, 0.0992, 0.1018, 0.1684, 0.2544, 0.299, 0.3357, 0.3492, 0.3206, 0.3498, 0.3756, 0.3491, 0.4028, 0.3413, 0.3952, 0.4041, 0.4089, 0.4556, 0.3813, 0.3617, 0.4359, 0.3721, 0.3898, 0.3798, 0.31, 0.381, 0.3599, 0.3786, 0.3583, 0.3918, 0.4175, 0.4022, 0.3907, 0.4224, 0.3741, 0.4333, 0.4591, 0.4621, 0.3943, 0.4464, 0.4838, 0.4074, 0.4639, 0.4127, 0.3607, 0.4105, 0.3927, 0.3642, 0.2735, 0.281, 0.2955, 0.2712, 0.2799, 0.2521, 0.239, 0.3236, 0.3287, 0.3514, 0.3514, 0.3628, 0.3627, 0.3599, 0.4153, 0.44, 0.4415, 0.3926, 0.4103, 0.4302, 0.4158, 0.454, 0.5058, 0.552, 0.4803, 0.5313, 0.5245, 0.5483, 0.5383, 0.5378, 0.5378]}
{"unit_id": "reply:1892711605873393873", "ticker_idx": 0, "ts": "2025-02-20T23:03:06+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time to ride $SOFI up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ride SOFI up near-term; also buying more HOOD despite expected sideways chop.", "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": "reply_other", "lang": "en", "tweet_text": "@KSM_Capital @TheSpirit404 meh, of course I love $HOOD more.  $HOOD is going to go sideway for a while while $SOFI sits. Time to ride $SOFI up and buy more $HOOD 😀", "reply_text": null, "parent_text": "@DeepValueBagger @TheSpirit404 I think I’m the only one who doesn’t like $SOFI 😆", "quoted_text": null, "parent_author": "KinggTrades", "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "reply:1892711605873393873", "ticker_idx": 1, "ts": "2025-02-20T23:03:06+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy more $HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ride SOFI up near-term; also buying more HOOD despite expected sideways chop.", "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": "reply_other", "lang": "en", "tweet_text": "@KSM_Capital @TheSpirit404 meh, of course I love $HOOD more.  $HOOD is going to go sideway for a while while $SOFI sits. Time to ride $SOFI up and buy more $HOOD 😀", "reply_text": null, "parent_text": "@DeepValueBagger @TheSpirit404 I think I’m the only one who doesn’t like $SOFI 😆", "quoted_text": null, "parent_author": "KinggTrades", "ret_m1d": 0.08643416726856579, "ret_signed_m1d": 0.08643416726856579, "alpha_spy_m1d": 0.06903241802904514, "alpha_c_m1d": 0.07382326968005626, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03236430655676992, "ret_signed_p1d": -0.03236430655676992, "alpha_spy_p1d": -0.02781389968986192, "alpha_c_p1d": -0.03669931461418707, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.029069768301491217, "ret_signed_p1w": -0.029069768301491217, "alpha_spy_p1w": -0.01946884959012507, "alpha_c_p1w": -0.05724716692920506, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.0627906581314045, "ret_signed_p1m": -0.0627906581314045, "alpha_spy_p1m": -0.02256495795080582, "alpha_c_p1m": -0.054557432975965825, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": 0.2375969476506714, "ret_signed_p3m": 0.2375969476506714, "alpha_spy_p3m": 0.2631437958355428, "alpha_c_p3m": 0.24306160075355154, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 1.2290697683014913, "ret_signed_p6m": 1.2290697683014913, "alpha_spy_p6m": 1.1503908277293393, "alpha_c_p6m": 1.1872712872916356, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.658914748167134, "ret_signed_p1y": 0.658914748167134, "alpha_spy_p1y": 0.4917185717713233, "alpha_c_p1y": 0.5890560225989272, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0627906581314045, "alpha_spy_stated": -0.02256495795080582, "alpha_c_stated": -0.054557432975965825, "price_path": [-0.2942, -0.2703, -0.2703, -0.2725, -0.2709, -0.2512, -0.2248, -0.2457, -0.1924, -0.2337, -0.276, -0.2667, -0.2378, -0.2209, -0.1628, -0.1932, -0.2814, -0.2841, -0.2572, -0.2733, -0.2329, -0.2329, -0.2174, -0.2438, -0.2581, -0.2779, -0.2779, -0.2357, -0.1986, -0.1723, -0.214, -0.2091, -0.2091, -0.2233, -0.2328, -0.1907, -0.1171, -0.107, -0.0669, -0.0669, -0.031, -0.0279, -0.024, -0.0093, -0.0748, -0.0426, -0.0087, 0.0271, 0.0068, 0.0058, 0.019, 0.0504, 0.0304, 0.0826, 0.0905, 0.0337, 0.0835, 0.2364, 0.2651, 0.2651, 0.1713, 0.1479, 0.0864, 0.0, -0.0324, -0.1101, -0.0533, -0.0547, -0.0291, -0.0913, -0.1043, -0.0674, -0.131, -0.1391, -0.3095, -0.2953, -0.2457, -0.3019, -0.2395, -0.1857, -0.2229, -0.1705, -0.1539, -0.1403, -0.0628, -0.0669, -0.1331, -0.1475, -0.1876, -0.1934, -0.1829, -0.1729, -0.2585, -0.3312, -0.3138, -0.3378, -0.182, -0.2149, -0.1535, -0.1446, -0.1457, -0.212, -0.2019, -0.2019, -0.2277, -0.1843, -0.1345, -0.0669, -0.0417, -0.0517, -0.0432, -0.0483, -0.0965, -0.0583, -0.0688, -0.0564, -0.0312, 0.0479, 0.0591, 0.113, 0.2126, 0.1897, 0.176, 0.1969, 0.2455, 0.2579, 0.2376, 0.2552, 0.2242, 0.2242, 0.2795, 0.2624, 0.2393, 0.282, 0.3174, 0.3899, 0.4006, 0.4052, 0.4512, 0.4225, 0.4052, 0.4512, 0.431, 0.407, 0.4874, 0.4525, 0.5184, 0.5184, 0.5213, 0.4797, 0.5893, 0.6037, 0.638, 0.6091, 0.8145, 0.7893, 0.8988, 0.8295, 0.8295, 0.8112, 0.7688, 0.8322, 0.9128, 0.9058, 0.9372, 0.9291, 1.001, 1.0436, 1.1267, 1.0221, 0.9738, 0.9783, 0.9754, 1.032, 1.0692, 1.0023, 1.0562, 0.9971, 0.936, 1.0614, 1.0438, 1.0475, 1.1556, 1.2215, 1.2019, 1.211, 1.105, 1.1455, 1.2126, 1.2291]}
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{"unit_id": "thread:1935347249950900698", "ticker_idx": 0, "ts": "2025-06-18T14:41:56+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Been buying since IPO (2 weeks ago) at $94", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long position in CRCL, buying since IPO at $94.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Despite the potential dispersion in stables, we inevitably believe this is a \"winner-takes-most\" market dynamic. - Nansen (blockchain/crypto analyst firm)\n\n$CRCL up 9.7% today.\n\n---\n\n😻 $CRCL - Been buying since IPO (2 weeks ago) at $94. https://t.co/BUeS3ap57W", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.252718088916717, "ret_signed_m1d": -0.252718088916717, "alpha_spy_m1d": -0.2528688247094023, "alpha_c_m1d": -0.25311632673180096, "bench_spy_m1d": 0.00015073579268531923, "bench_c_m1d": 0.00039823781508396827, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.004859969129219266, "ret_signed_p1w": -0.004859969129219266, "alpha_spy_p1w": -0.02406660987485476, "alpha_c_p1w": -0.03206398516214204, "bench_spy_p1w": 0.019206640745635495, "bench_c_p1w": 0.027204016032922773, "ret_p1m": 0.17781455055033013, "ret_signed_p1m": 0.17781455055033013, "alpha_spy_p1m": 0.12348843848018487, "alpha_c_p1m": 0.12863183207451057, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.049182718475819565, "ret_p3m": -0.32837313737497453, "ret_signed_p3m": -0.32837313737497453, "alpha_spy_p3m": -0.43788004899956356, "alpha_c_p3m": -0.4009331509235745, "bench_spy_p3m": 0.10950691162458903, "bench_c_p3m": 0.07256001354859998, "ret_p6m": -0.5562402859866685, "ret_signed_p6m": -0.5562402859866685, "alpha_spy_p6m": -0.7163963923247098, "alpha_c_p6m": -0.6561862897379217, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.09994600375125318, "ret_p1y": -0.5977754383872578, "ret_signed_p1y": -0.5977754383872578, "alpha_spy_p1y": -0.8464446381749637, "alpha_c_p1y": -0.6552746318492533, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.0574991934619955, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17781455055033013, "alpha_spy_stated": 0.12348843848018487, "alpha_c_stated": 0.12863183207451057, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.583, -0.4604, -0.4226, -0.4694, -0.4128, -0.4662, -0.3308, -0.2431, -0.2527, 0.0, 0.0, 0.2039, 0.32, 0.1155, -0.0049, 0.0703, -0.096, -0.0917, -0.0354, -0.1083, -0.0542, -0.0542, 0.0394, 0.0262, 0.0055, 0.0166, -0.0614, 0.0256, -0.0213, 0.1684, 0.1778, 0.1212, 0.0827, -0.0064, 0.0141, -0.0326, -0.0337, -0.0713, -0.0899, -0.0455, -0.0805, -0.1578, -0.1742, -0.2288, -0.1898, -0.2338, -0.2032, -0.1925, -0.1823, -0.2326, -0.3024, -0.2522, -0.2906, -0.3225, -0.3095, -0.3396, -0.3234, -0.3725, -0.3534, -0.3617, -0.344, -0.3387, -0.3387, -0.3981, -0.4065, -0.4113, -0.426, -0.4365, -0.4088, -0.4304, -0.3301, -0.3721, -0.3284, -0.3246, -0.3435, -0.2965, -0.2778, -0.3104, -0.3438, -0.3407, -0.3754, -0.3637, -0.3303, -0.3357, -0.3535, -0.2499, -0.2696, -0.2559, -0.2549, -0.2462, -0.2461, -0.3339, -0.3112, -0.3263, -0.3262, -0.3564, -0.3663, -0.3446, -0.3494, -0.3748, -0.3494, -0.2883, -0.2821, -0.3181, -0.3399, -0.3852, -0.3638, -0.4095, -0.4426, -0.4337, -0.4989, -0.4832, -0.4784, -0.5075, -0.5676, -0.5875, -0.5897, -0.6163, -0.6162, -0.6507, -0.6647, -0.6426, -0.6356, -0.6487, -0.6361, -0.6361, -0.5995, -0.6195, -0.612, -0.5677, -0.5618, -0.571, -0.5793, -0.5547, -0.557, -0.5562]}
{"unit_id": "orig:1933757753144848750", "ticker_idx": 0, "ts": "2025-06-14T05:25:50+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Coreweave is crap. Dont touch it esp 180d ipo lock up period is coming up.", "tweet_type": "analysis", "timeline": "months", "summary": "Avoid Coreweave ahead of 180-day IPO lock-up expiry; decisive bearish sell/avoid instruction.", "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": "original", "lang": "en", "tweet_text": "@ramseyxhassan @realroseceline Coreweave is crap. Dont touch it esp 180d ipo lock up period is coming up.\n\nSo many good companies to keep up. My assessment on high level. There could be many factors as you say can derisk.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07135645147377756, "ret_signed_m1d": 0.07135645147377756, "alpha_spy_m1d": 0.061931981001385306, "alpha_c_m1d": 0.061931981001385306, "bench_spy_m1d": -0.009424470472392255, "bench_c_m1d": -0.009424470472392255, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08473181498915605, "ret_signed_p1d": -0.08473181498915605, "alpha_spy_p1d": -0.09327678186964283, "alpha_c_p1d": -0.09327678186964283, "bench_spy_p1d": -0.008544966880486782, "bench_c_p1d": -0.008544966880486782, "ret_p1w": 0.0957728244528786, "ret_signed_p1w": -0.0957728244528786, "alpha_spy_p1w": -0.09702676406721356, "alpha_c_p1w": -0.09702676406721356, "bench_spy_p1w": -0.0012539396143349535, "bench_c_p1w": -0.0012539396143349535, "ret_p1m": -0.11299686853065849, "ret_signed_p1m": 0.11299686853065849, "alpha_spy_p1m": 0.14833773419675456, "alpha_c_p1m": 0.14833773419675456, "bench_spy_p1m": 0.035340865666096066, "bench_c_p1m": 0.035340865666096066, "ret_p3m": -0.2890220666157335, "ret_signed_p3m": 0.2890220666157335, "alpha_spy_p3m": 0.3834241043035509, "alpha_c_p3m": 0.3834241043035509, "bench_spy_p3m": 0.09440203768781741, "bench_c_p3m": 0.09440203768781741, "ret_p6m": -0.42801259519173895, "ret_signed_p6m": 0.42801259519173895, "alpha_spy_p6m": 0.5678522285360986, "alpha_c_p6m": 0.5678522285360986, "bench_spy_p6m": 0.13983963334435967, "bench_c_p6m": 0.13983963334435967, "ret_p1y": -0.3001261810399004, "ret_signed_p1y": 0.3001261810399004, "alpha_spy_p1y": 0.5659493636413394, "alpha_c_p1y": 0.5659493636413394, "bench_spy_p1y": 0.265823182601439, "bench_c_p1y": 0.265823182601439, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11299686853065849, "alpha_spy_stated": 0.14833773419675456, "alpha_c_stated": 0.14833773419675456, "price_path": [null, null, null, null, null, null, null, -0.7476, -0.7661, -0.6683, -0.6129, -0.6606, -0.6983, -0.6855, -0.7249, -0.6923, -0.7338, -0.724, -0.7249, -0.7427, -0.743, -0.7534, -0.7534, -0.7766, -0.757, -0.7374, -0.7365, -0.7379, -0.7349, -0.7298, -0.7394, -0.7204, -0.6746, -0.6782, -0.6574, -0.6618, -0.653, -0.6759, -0.631, -0.6009, -0.5744, -0.585, -0.4934, -0.4537, -0.4307, -0.3225, -0.3681, -0.3518, -0.3518, -0.2179, -0.2672, -0.3341, -0.2977, -0.2416, -0.0506, 0.029, -0.1479, -0.1157, 0.0227, -0.0227, -0.0555, -0.0601, -0.0714, 0.0, 0.0847, 0.0726, 0.0726, 0.1582, 0.0958, 0.0891, 0.0063, -0.0026, 0.0094, 0.0288, -0.0162, -0.0425, 0.0423, 0.0423, 0.0076, -0.0445, -0.0344, -0.1275, -0.2061, -0.1648, -0.113, -0.0975, -0.1659, -0.2238, -0.2119, -0.1813, -0.2047, -0.2429, -0.2705, -0.3042, -0.3139, -0.3509, -0.2799, -0.343, -0.3312, -0.2944, -0.3045, -0.2361, -0.1826, -0.1181, -0.0615, -0.257, -0.3722, -0.3693, -0.3893, -0.4139, -0.4226, -0.4272, -0.407, -0.4172, -0.4234, -0.3885, -0.3515, -0.3499, -0.3499, -0.4111, -0.4329, -0.4481, -0.4379, -0.4098, -0.3677, -0.2609, -0.289, -0.2936, -0.2399, -0.2508, -0.2375, -0.2341, -0.2122, -0.1594, -0.1742, -0.1584, -0.2009, -0.2408, -0.227, -0.1366, -0.1353, -0.1293, -0.1496, -0.1555, -0.1872, -0.1168, -0.0973, -0.1266, -0.1065, -0.1542, -0.1215, -0.1057, -0.1365, -0.1984, -0.211, -0.2332, -0.2218, -0.1637, -0.1416, -0.1495, -0.1172, -0.1731, -0.1564, -0.203, -0.2697, -0.2781, -0.3254, -0.3438, -0.3337, -0.4423, -0.461, -0.5057, -0.5119, -0.5247, -0.5274, -0.5273, -0.5633, -0.5479, -0.5356, -0.5502, -0.5313, -0.5313, -0.5387, -0.5138, -0.5203, -0.4993, -0.459, -0.4429, -0.4559, -0.428]}
{"unit_id": "quote:1926040228617146682", "ticker_idx": 0, "ts": "2025-05-23T22:19:09+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wartime Elon is the best! $tsla", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA as Elon refocuses on FSD + Optimus growth.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Wartime Elon is the best! $tsla", "reply_text": null, "parent_text": null, "quoted_text": "ELON MUSK JUST NOW:\n\n- DOGE WILL DELAY THE BANKRUPTCY OF AMERICA BUT WON’T SOLVE THE ISSUE\n\n- COME TO THE CONCLUSION THAT GDP GROWTH MATTERS MORE\n\n- ONLY RADICAL PRODUCTIVITY IMPROVEMENTS WILL SAVE AMERICA\n\nfolks, Elon’s ready to take $TSLA to the next level\n\nFSD + Optimus time… https://t.co/KPrHW9wpgl", "parent_author": null, "ret_m1d": -0.06489574625899197, "ret_signed_m1d": -0.06489574625899197, "alpha_spy_m1d": -0.04452861502094485, "alpha_c_m1d": -0.03621510982230303, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.028680636436688944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016506435862546853, "ret_signed_p1d": -0.016506435862546853, "alpha_spy_p1d": -0.010721088822344016, "alpha_c_p1d": -0.0073304739892312565, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.009175961873315597, "ret_p1w": -0.05131038298974533, "ret_signed_p1w": -0.05131038298974533, "alpha_spy_p1w": -0.059666972114306494, "alpha_c_p1w": -0.044716688109662894, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": -0.006593694880082435, "ret_p1m": -0.09738495254465918, "ret_signed_p1m": -0.09738495254465918, "alpha_spy_p1m": -0.1274361742668072, "alpha_c_p1m": -0.08185958829622064, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": -0.015525364248438533, "ret_p3m": -0.06304941982208667, "ret_signed_p3m": -0.06304941982208667, "alpha_spy_p3m": -0.1578945181392727, "alpha_c_p3m": -0.1401723788907282, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.07712295906864153, "ret_p6m": 0.113257389090065, "ret_signed_p6m": 0.113257389090065, "alpha_spy_p6m": -0.014089976522802194, "alpha_c_p6m": 0.07399799187578116, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.03925939721428384, "ret_p1y": 0.22158221471712647, "ret_signed_p1y": 0.22158221471712647, "alpha_spy_p1y": -0.05854402512349388, "alpha_c_p1y": 0.11854392794231128, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.10303828677481519, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09738495254465918, "alpha_spy_stated": -0.1274361742668072, "alpha_c_stated": -0.08185958829622064, "price_path": [-0.223, -0.1926, -0.2156, -0.2504, -0.2309, -0.274, -0.2762, -0.3878, -0.3646, -0.3163, -0.3368, -0.3111, -0.3441, -0.3791, -0.3501, -0.3489, -0.3146, -0.2329, -0.206, -0.2503, -0.2473, -0.2737, -0.2858, -0.2602, -0.2208, -0.2635, -0.3402, -0.3571, -0.3886, -0.2499, -0.3045, -0.3047, -0.3046, -0.2998, -0.3344, -0.3349, -0.3349, -0.3731, -0.3442, -0.309, -0.2849, -0.2148, -0.2122, -0.1953, -0.2225, -0.227, -0.2085, -0.2277, -0.2412, -0.2388, -0.2151, -0.1781, -0.1227, -0.0794, -0.0419, -0.0553, -0.0356, -0.0573, -0.0526, -0.0779, -0.0602, -0.0649, -0.0649, 0.0, -0.0165, -0.0123, -0.0453, -0.0557, -0.0513, -0.085, -0.2155, -0.1867, -0.1497, -0.1014, -0.1005, -0.1206, -0.1036, -0.093, -0.1282, -0.1125, -0.1125, -0.1122, -0.0392, -0.0618, -0.0974, -0.1023, -0.1082, -0.1246, -0.1713, -0.1302, -0.131, -0.131, -0.19, -0.1793, -0.1847, -0.1461, -0.1361, -0.1267, -0.1436, -0.1136, -0.1198, -0.0916, -0.0948, -0.0848, -0.0836, -0.1587, -0.129, -0.1028, -0.1149, -0.1208, -0.1505, -0.1661, -0.1478, -0.1493, -0.1184, -0.1119, -0.0916, -0.0657, -0.0608, -0.0648, -0.0753, -0.0891, -0.0764, -0.0925, -0.1074, -0.1179, -0.063, -0.0449, -0.0309, -0.0366, -0.0466, -0.08, -0.08, -0.0924, -0.0794, -0.0671, -0.0332, -0.0454, -0.0439, -0.0416, 0.0163, 0.0911, 0.1299, 0.1618, 0.1735, 0.1487, 0.1741, 0.1965, 0.1735, 0.2202, 0.1667, 0.2136, 0.2213, 0.2255, 0.2661, 0.2015, 0.1845, 0.249, 0.1934, 0.2089, 0.2002, 0.1394, 0.2012, 0.1828, 0.1991, 0.1815, 0.2106, 0.233, 0.2197, 0.2097, 0.2372, 0.1952, 0.2467, 0.2691, 0.2718, 0.2128, 0.2581, 0.2907, 0.2242, 0.2733, 0.2288, 0.1836, 0.2269, 0.2114, 0.1866, 0.1077, 0.1142, 0.1268, 0.1057, 0.1133]}
{"unit_id": "quote:1892776164088836401", "ticker_idx": 0, "ts": "2025-02-21T03:19:38+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "More institutions == more HODLers\nMore buy pressure", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rising institutional ownership means more HODLers and buy pressure; bullish SOFI.", "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": "quote", "lang": "en", "tweet_text": "$SOFI \n\nMore institutions == more HODLers\nMore buy pressure", "reply_text": null, "parent_text": null, "quoted_text": "$SOFI Institutional Ownership. \n\nNotice a trend? https://t.co/F9O4pSDGs1", "parent_author": null, "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "orig:1920087134737735868", "ticker_idx": 0, "ts": "2025-05-07T12:03:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will profit $7k premium if $rklb stays under $27 EOD 5/9", "tweet_type": "prediction", "timeline": "days", "summary": "Positioned to profit if RKLB stays below $27 by 5/9; bearish near-term options bet despite cautious long-term optimism.", "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": "I'm cautiously optimistic about $rklb. I don't think the ER is exciting until Neutron is proven, and rest of satellite end to end ramps up. \n\nWill profit $7k premium if $rklb stays under $27 EOD 5/9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0035890498169663942, "ret_signed_m1d": -0.0035890498169663942, "alpha_spy_m1d": -0.007777075284837842, "alpha_c_m1d": -0.008658008408529927, "bench_spy_m1d": -0.004188025467871448, "bench_c_m1d": -0.005068958591563533, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0363391400929971, "ret_signed_p1d": -0.0363391400929971, "alpha_spy_p1d": -0.029371377521062003, "alpha_c_p1d": -0.022548577388209035, "bench_spy_p1d": 0.006967762571935099, "bench_c_p1d": 0.013790562704788067, "ret_p1w": 0.08254814579022751, "ret_signed_p1w": -0.08254814579022751, "alpha_spy_p1w": -0.03543048786377989, "alpha_c_p1w": -0.03446746032058723, "bench_spy_p1w": 0.04711765792644762, "bench_c_p1w": 0.04808068546964028, "ret_p1m": 0.1866307616216485, "ret_signed_p1m": -0.1866307616216485, "alpha_spy_p1m": -0.12978336204133334, "alpha_c_p1m": -0.11529265778472975, "bench_spy_p1m": 0.05684739958031515, "bench_c_p1m": 0.07133810383691874, "ret_p3m": 0.998205432306668, "ret_signed_p3m": -0.998205432306668, "alpha_spy_p3m": -0.8701009357217784, "alpha_c_p3m": -0.8682766200659142, "bench_spy_p3m": 0.12810449658488965, "bench_c_p3m": 0.1299288122407538, "ret_p6m": 1.7330639599259992, "ret_signed_p6m": -1.7330639599259992, "alpha_spy_p6m": -1.514619551634878, "alpha_c_p6m": -1.571663552643543, "bench_spy_p6m": 0.21844440829112122, "bench_c_p6m": 0.1614004072824562, "ret_p1y": 2.5746970404864467, "ret_signed_p1y": -2.5746970404864467, "alpha_spy_p1y": -2.28783207590598, "alpha_c_p1y": -2.2717198709076865, "bench_spy_p1y": 0.2868649645804666, "bench_c_p1y": 0.3029771695787602, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08254814579022751, "alpha_spy_stated": -0.03543048786377989, "alpha_c_stated": -0.03446746032058723, "price_path": [0.2297, 0.3728, 0.266, 0.2391, 0.2696, 0.2571, 0.2571, 0.2445, 0.1633, 0.1332, 0.0565, 0.009, -0.0902, -0.0467, -0.1104, -0.0808, -0.1629, -0.1478, -0.0848, -0.1629, -0.1566, -0.2319, -0.2001, -0.1732, -0.2118, -0.1561, -0.1431, -0.1934, -0.1575, -0.1687, -0.1503, -0.0933, -0.0906, -0.1279, -0.1736, -0.1646, -0.1978, -0.1857, -0.1323, -0.1974, -0.2656, -0.214, -0.2293, -0.0763, -0.1193, -0.1193, -0.1418, -0.0547, -0.1039, -0.1144, -0.1144, -0.1633, -0.1458, -0.0897, -0.0184, 0.004, 0.017, 0.0049, -0.0224, -0.0076, 0.0314, 0.0085, 0.0036, 0.0, 0.0363, -0.0799, -0.0462, -0.0206, 0.0825, 0.1314, 0.1472, 0.1575, 0.1664, 0.1292, 0.1584, 0.1404, 0.1404, 0.2903, 0.2979, 0.227, 0.2019, 0.1934, 0.1987, 0.2073, 0.1866, 0.2974, 0.3297, 0.2189, 0.2275, 0.1844, 0.14, 0.1911, 0.1853, 0.2494, 0.2494, 0.3477, 0.4706, 0.5011, 0.4513, 0.6214, 0.5873, 0.6048, 0.5402, 0.6007, 0.5998, 0.5998, 0.7443, 0.738, 0.7559, 0.7541, 0.751, 0.9385, 1.0009, 1.1395, 1.3028, 1.3055, 1.1171, 1.1032, 1.205, 1.1593, 1.1279, 1.0238, 0.9646, 1.0834, 1.0601, 1.0103, 0.9982, 1.0076, 0.9785, 0.9834, 1.0049, 1.0197, 0.9484, 0.9291, 0.9206, 0.9861, 1.0175, 0.8358, 0.8255, 0.8632, 0.991, 1.1184, 1.1593, 1.0749, 1.1494, 1.1803, 1.1803, 1.2122, 0.9529, 0.9287, 1.0565, 1.1413, 1.1099, 1.0713, 1.1727, 1.393, 1.4244, 1.1196, 1.157, 1.1166, 1.144, 1.2346, 1.3737, 1.1844, 1.092, 1.0754, 1.109, 1.1494, 1.1521, 1.354, 1.5195, 1.6245, 1.7595, 1.93, 1.9798, 1.8829, 1.9349, 2.052, 2.1077, 2.0058, 1.9731, 2.0215, 1.9341, 1.7171, 1.852, 1.8964, 1.9439, 1.86, 1.9681, 1.7331]}
{"unit_id": "quote:1899589354248372322", "ticker_idx": 0, "ts": "2025-03-11T22:32:49+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a good deal for $RKLB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB: Mynaric acquisition is a good deal — key component for $500M contract at $75M cost on $300M raise.", "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": "This is a good deal for $RKLB.\n- Mynaric is providing key component for $500m contract.\n- The acquisition costs $75m on $300m (capital raised).  - Good exit for Mynaric shareholders as newly $RKLB shareholders..with some patience, they will earn multiples back.", "reply_text": null, "parent_text": null, "quoted_text": "Today we announced a non-binding agreement to acquire @mynaric, a leading provider of laser communications for air, space, and mobile applications, as part of our latest strategic step toward our own future constellation as an end-to-end space company.\n\nLearn more: https://t.co/N4LbFPOb2q", "parent_author": null, "ret_m1d": -0.032555636002959076, "ret_signed_m1d": -0.032555636002959076, "alpha_spy_m1d": -0.02727715822712895, "alpha_c_m1d": -0.032632484162349984, "bench_spy_m1d": -0.005278477775830126, "bench_c_m1d": 7.684815939090761e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046663081720625055, "ret_signed_p1d": -0.046663081720625055, "alpha_spy_p1d": -0.03333253430918859, "alpha_c_p1d": -0.03644084234135736, "bench_spy_p1d": -0.013330547411436466, "bench_c_p1d": -0.010222239379267695, "ret_p1w": 0.01899079629268563, "ret_signed_p1w": 0.01899079629268563, "alpha_spy_p1w": 0.004210858573813647, "alpha_c_p1w": -0.008063341263607526, "bench_spy_p1w": 0.014779937718871983, "bench_c_p1w": 0.027054137556293156, "ret_p1m": 0.06511116851440413, "ret_signed_p1m": 0.06511116851440413, "alpha_spy_p1m": 0.12364340978412691, "alpha_c_p1m": 0.11307571414398476, "bench_spy_p1m": -0.058532241269722785, "bench_c_p1m": -0.047964545629580635, "ret_p3m": 0.6082473629327343, "ret_signed_p3m": 0.6082473629327343, "alpha_spy_p3m": 0.5319970805082357, "alpha_c_p3m": 0.4919243477695048, "bench_spy_p3m": 0.0762502824244986, "bench_c_p3m": 0.11632301516322952, "ret_p6m": 1.3326099276511525, "ret_signed_p6m": 1.3326099276511525, "alpha_spy_p6m": 1.164185397586634, "alpha_c_p6m": 1.1611561863588675, "bench_spy_p6m": 0.1684245300645184, "bench_c_p6m": 0.17145374129228497, "ret_p1y": 2.7493216131263667, "ret_signed_p1y": 2.7493216131263667, "alpha_spy_p1y": 2.5074483850137934, "alpha_c_p1y": 2.3691494660784294, "bench_spy_p1y": 0.2418732281125735, "bench_c_p1y": 0.3801721470479371, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06511116851440413, "alpha_spy_stated": 0.12364340978412691, "alpha_c_stated": 0.11307571414398476, "price_path": [0.325, 0.4053, 0.4308, 0.2436, 0.2599, 0.3494, 0.3885, 0.4433, 0.4433, 0.5431, 0.4769, 0.4281, 0.382, 0.382, 0.3543, 0.5594, 0.5627, 0.5165, 0.4845, 0.4845, 0.4601, 0.2973, 0.3109, 0.3494, 0.337, 0.3022, 0.3022, 0.6967, 0.6072, 0.713, 0.6473, 0.5969, 0.5724, 0.5665, 0.548, 0.5762, 0.5399, 0.5562, 0.5518, 0.5019, 0.4872, 0.6603, 0.5312, 0.4986, 0.5355, 0.5203, 0.5203, 0.5052, 0.4069, 0.3706, 0.2778, 0.2203, 0.1004, 0.153, 0.076, 0.1118, 0.0125, 0.0307, 0.1069, 0.0125, 0.0201, -0.0711, -0.0326, 0.0, -0.0467, 0.0206, 0.0364, -0.0244, 0.019, 0.0054, 0.0277, 0.0966, 0.0998, 0.0548, -0.0005, 0.0103, -0.0298, -0.0152, 0.0494, -0.0293, -0.1118, -0.0494, -0.0678, 0.1172, 0.0651, 0.0651, 0.038, 0.1432, 0.0838, 0.0711, 0.0711, 0.0119, 0.0331, 0.1009, 0.1872, 0.2143, 0.2301, 0.2154, 0.1823, 0.2002, 0.2474, 0.2198, 0.2138, 0.2094, 0.2534, 0.1129, 0.1536, 0.1845, 0.3093, 0.3684, 0.3874, 0.3999, 0.4107, 0.3657, 0.401, 0.3793, 0.3793, 0.5605, 0.5697, 0.484, 0.4536, 0.4433, 0.4498, 0.4601, 0.4352, 0.5692, 0.6082, 0.4742, 0.4845, 0.4324, 0.3787, 0.4406, 0.4335, 0.5111, 0.5111, 0.63, 0.7786, 0.8155, 0.7553, 0.9609, 0.9197, 0.9409, 0.8627, 0.936, 0.9349, 0.9349, 1.1096, 1.102, 1.1237, 1.1215, 1.1177, 1.3445, 1.42, 1.5876, 1.7851, 1.7884, 1.5605, 1.5437, 1.6668, 1.6115, 1.5735, 1.4476, 1.376, 1.5198, 1.4916, 1.4314, 1.4167, 1.4281, 1.3928, 1.3988, 1.4249, 1.4428, 1.3565, 1.3332, 1.3228, 1.4021, 1.44, 1.2203, 1.2078, 1.2534, 1.408, 1.5621, 1.6115, 1.5095, 1.5996, 1.637, 1.637, 1.6755, 1.3619, 1.3326]}
{"unit_id": "reply:1901762862030131416", "ticker_idx": 0, "ts": "2025-03-17T22:29:34+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a reason to buy.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TSLA being flat since late 2020 is a buying opportunity.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@HeroDividend This is a reason to buy.", "reply_text": null, "parent_text": "$TSLA stock is essentially flat since December 28th, 2020 https://t.co/ErXKfjXYTW", "quoted_text": null, "parent_author": "HeroDividend", "ret_m1d": 0.056366770608745176, "ret_signed_m1d": 0.056366770608745176, "alpha_spy_m1d": 0.04544029468299948, "alpha_c_m1d": 0.03822726536521204, "bench_spy_m1d": 0.010926475925745693, "bench_c_m1d": 0.01813950524353314, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046824389357219776, "ret_signed_p1d": 0.046824389357219776, "alpha_spy_p1d": 0.035933544567332776, "alpha_c_p1d": 0.02765128656333604, "bench_spy_p1d": 0.010890844789887, "bench_c_p1d": 0.019173102793883734, "ret_p1w": 0.27886031587881166, "ret_signed_p1w": 0.27886031587881166, "alpha_spy_p1w": 0.25003594418188424, "alpha_c_p1w": 0.21174507282646715, "bench_spy_p1w": 0.02882437169692742, "bench_c_p1w": 0.06711524305234451, "ret_p1m": 0.07207849482551576, "ret_signed_p1m": 0.07207849482551576, "alpha_spy_p1m": 0.1322881431174343, "alpha_c_p1m": 0.11731290178105314, "bench_spy_p1m": -0.06020964829191855, "bench_c_p1m": -0.045234406955537376, "ret_p3m": 0.44383294609017154, "ret_signed_p3m": 0.44383294609017154, "alpha_spy_p3m": 0.3764987304620455, "alpha_c_p3m": 0.34655738561325533, "bench_spy_p3m": 0.06733421562812603, "bench_c_p3m": 0.09727556047691621, "ret_p6m": 0.5436066411321858, "ret_signed_p6m": 0.5436066411321858, "alpha_spy_p6m": 0.3741191762100431, "alpha_c_p6m": 0.33426572387764697, "bench_spy_p6m": 0.16948746492214273, "bench_c_p6m": 0.20934091725453885, "ret_p1y": 0.7999644586898638, "ret_signed_p1y": 0.7999644586898638, "alpha_spy_p1y": 0.5712905787468736, "alpha_c_p1y": 0.5848906406749046, "bench_spy_p1y": 0.22867387994299015, "bench_c_p1y": 0.21507381801495917, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07207849482551576, "alpha_spy_stated": 0.1322881431174343, "alpha_c_stated": 0.11731290178105314, "price_path": [0.9359, 0.8688, 0.9111, 1.0518, 1.0518, 1.0156, 0.9158, 0.8526, 0.7924, 0.7924, 0.6834, 0.8217, 0.8244, 0.7503, 0.7529, 0.7529, 0.752, 0.79, 0.7592, 0.9006, 0.8367, 0.8929, 0.8929, 0.8822, 0.8424, 0.8303, 0.8045, 0.7627, 0.7669, 0.727, 0.7766, 0.7957, 0.7029, 0.7408, 0.6784, 0.6614, 0.605, 0.5567, 0.458, 0.4935, 0.5798, 0.5793, 0.5793, 0.5717, 0.6003, 0.5729, 0.4993, 0.467, 0.3439, 0.2907, 0.2514, 0.3003, 0.2634, 0.2074, 0.2387, 0.1693, 0.1658, -0.014, 0.0234, 0.1011, 0.0682, 0.1095, 0.0564, 0.0, 0.0468, 0.0486, 0.1039, 0.2356, 0.2789, 0.2075, 0.2122, 0.1697, 0.1502, 0.1915, 0.255, 0.1863, 0.0627, 0.0354, -0.0153, 0.2081, 0.1202, 0.1198, 0.12, 0.1278, 0.0721, 0.0713, 0.0713, 0.0097, 0.0562, 0.1129, 0.1518, 0.2647, 0.2688, 0.2961, 0.2523, 0.245, 0.2747, 0.2439, 0.2221, 0.226, 0.2641, 0.3238, 0.4131, 0.4827, 0.5431, 0.5215, 0.5533, 0.5183, 0.526, 0.4852, 0.5136, 0.5061, 0.5061, 0.6106, 0.584, 0.5908, 0.5377, 0.521, 0.528, 0.4737, 0.2636, 0.3099, 0.3696, 0.4473, 0.4488, 0.4163, 0.4438, 0.4608, 0.4041, 0.4294, 0.4294, 0.4299, 0.5476, 0.5111, 0.4538, 0.4459, 0.4364, 0.4099, 0.3347, 0.401, 0.3996, 0.3996, 0.3046, 0.3218, 0.3132, 0.3753, 0.3915, 0.4065, 0.3793, 0.4277, 0.4176, 0.4631, 0.4579, 0.474, 0.476, 0.355, 0.4028, 0.4451, 0.4256, 0.416, 0.3682, 0.3432, 0.3726, 0.3702, 0.4199, 0.4303, 0.4631, 0.5047, 0.5128, 0.5063, 0.4894, 0.4671, 0.4876, 0.4616, 0.4376, 0.4208, 0.5091, 0.5383, 0.5608, 0.5516, 0.5356, 0.4818, 0.4818, 0.4618, 0.4828, 0.5025, 0.5571, 0.5374, 0.54, 0.5436]}
{"unit_id": "reply:1894804051499311323", "ticker_idx": 0, "ts": "2025-02-26T17:37:44+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bottom signal", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls TSLA selloff a bottom signal; implied bullish contrarian take on Elon distraction narrative.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ronjonbSaaS Bottom signal", "reply_text": null, "parent_text": "Although I support Elon on what he’s doing but it’s quite clear that he doesn’t care much about $TSLA shareholders. \n\nHis priorities are somewhere else. Which is sad for $TSLA shareholders 😞 https://t.co/cx2ecfJqBI", "quoted_text": null, "parent_author": "ronjonbSaaS", "ret_m1d": 0.041265476285175184, "ret_signed_m1d": 0.041265476285175184, "alpha_spy_m1d": 0.041770123519216495, "alpha_c_m1d": 0.03713624230944479, "bench_spy_m1d": -0.0005046472340413111, "bench_c_m1d": 0.004129233975730395, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030433204805490277, "ret_signed_p1d": -0.030433204805490277, "alpha_spy_p1d": -0.014471295282171504, "alpha_c_p1d": -0.0160043649627305, "bench_spy_p1d": -0.015961909523318774, "bench_c_p1d": -0.014428839842759777, "ret_p1w": -0.04023377641192605, "ret_signed_p1w": -0.04023377641192605, "alpha_spy_p1w": -0.02092467637869011, "alpha_c_p1w": -0.021072702663407217, "bench_spy_p1w": -0.019309100033235937, "bench_c_p1w": -0.01916107374851883, "ret_p1m": -0.06076335506154207, "ret_signed_p1m": -0.06076335506154207, "alpha_spy_p1m": -0.01744566025836436, "alpha_c_p1m": -0.006851175251565533, "bench_spy_p1m": -0.04331769480317771, "bench_c_p1m": -0.053912179809976535, "ret_p3m": 0.16691888095772311, "ret_signed_p3m": 0.16691888095772311, "alpha_spy_p3m": 0.1899415706616978, "alpha_c_p3m": 0.18691588137181514, "bench_spy_p3m": -0.023022689703974697, "bench_c_p3m": -0.019997000414092025, "ret_p6m": 0.10079091743105795, "ret_signed_p6m": 0.10079091743105795, "alpha_spy_p6m": 0.025427862223819986, "alpha_c_p6m": 0.0460676880183688, "bench_spy_p6m": 0.07536305520723796, "bench_c_p6m": 0.054723229412689145, "ret_p1y": 0.4354883767691118, "ret_signed_p1y": 0.4354883767691118, "alpha_spy_p1y": 0.2753379035566077, "alpha_c_p1y": 0.34812464858780134, "bench_spy_p1y": 0.16015047321250409, "bench_c_p1y": 0.08736372818131044, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06076335506154207, "alpha_spy_stated": -0.01744566025836436, "alpha_c_stated": -0.006851175251565533, "price_path": [0.1869, 0.228, 0.2085, 0.2308, 0.2706, 0.3384, 0.3404, 0.3789, 0.4607, 0.4378, 0.5001, 0.5922, 0.6501, 0.5135, 0.4999, 0.4479, 0.4807, 0.5897, 0.5897, 0.5617, 0.4844, 0.4354, 0.3887, 0.3887, 0.3043, 0.4114, 0.4135, 0.3561, 0.3581, 0.3581, 0.3574, 0.3869, 0.363, 0.4726, 0.423, 0.4666, 0.4666, 0.4583, 0.4275, 0.4181, 0.3981, 0.3657, 0.3689, 0.338, 0.3765, 0.3913, 0.3194, 0.3487, 0.3004, 0.2872, 0.2435, 0.2061, 0.1296, 0.1572, 0.224, 0.2237, 0.2237, 0.2177, 0.2399, 0.2187, 0.1616, 0.1366, 0.0413, 0.0, -0.0304, 0.0075, -0.0211, -0.0645, -0.0402, -0.0941, -0.0967, -0.2361, -0.2071, -0.1469, -0.1724, -0.1404, -0.1815, -0.2252, -0.1889, -0.1876, -0.1447, -0.0427, -0.0091, -0.0644, -0.0608, -0.0937, -0.1088, -0.0768, -0.0276, -0.0809, -0.1767, -0.1978, -0.2371, -0.064, -0.132, -0.1324, -0.1322, -0.1262, -0.1694, -0.17, -0.17, -0.2177, -0.1817, -0.1378, -0.1076, -0.0201, -0.0169, 0.0042, -0.0297, -0.0354, -0.0123, -0.0362, -0.0531, -0.0501, -0.0206, 0.0257, 0.0948, 0.1488, 0.1956, 0.1789, 0.2035, 0.1764, 0.1823, 0.1507, 0.1728, 0.1669, 0.1669, 0.2479, 0.2273, 0.2326, 0.1914, 0.1784, 0.1839, 0.1419, -0.021, 0.0149, 0.0611, 0.1214, 0.1225, 0.0974, 0.1187, 0.1318, 0.0879, 0.1075, 0.1075, 0.1078, 0.199, 0.1708, 0.1264, 0.1203, 0.1129, 0.0924, 0.0341, 0.0855, 0.0844, 0.0844, 0.0108, 0.0241, 0.0175, 0.0656, 0.0781, 0.0898, 0.0687, 0.1062, 0.0984, 0.1336, 0.1296, 0.1421, 0.1436, 0.0499, 0.0869, 0.1196, 0.1045, 0.0971, 0.0601, 0.0407, 0.0635, 0.0616, 0.1001, 0.1082, 0.1336, 0.1659, 0.1721, 0.1671, 0.154, 0.1367, 0.1525, 0.1324, 0.1138, 0.1008]}
{"unit_id": "reply:1917601309043064991", "ticker_idx": 0, "ts": "2025-04-30T15:25:54+00:00", "symbol": "GPIX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm also buying $GPIX", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively buying GPIX ETF.", "resolved_tickers": ["GPIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jrouldz I'm also buying $GPIX", "reply_text": null, "parent_text": "@DeepValueBagger $JEPQ is my favorite ETF\n\nI have eyes on the new $OMAH fund but want to see it develop a track record first before buying", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": 0.00043590417931738124, "ret_signed_m1d": 0.00043590417931738124, "alpha_spy_m1d": 0.000832688429918016, "alpha_c_m1d": 0.000832688429918016, "bench_spy_m1d": -0.0003967842506006347, "bench_c_m1d": -0.0003967842506006347, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007967946396366221, "ret_signed_p1d": 0.007967946396366221, "alpha_spy_p1d": 0.0008810783255110977, "alpha_c_p1d": 0.0008810783255110977, "bench_spy_p1d": 0.0070868680708551235, "bench_c_p1d": 0.0070868680708551235, "ret_p1w": 0.011480065028418807, "ret_signed_p1w": 0.011480065028418807, "alpha_spy_p1w": -0.0004397579890633718, "alpha_c_p1w": -0.0004397579890633718, "bench_spy_p1w": 0.011919823017482178, "bench_c_p1w": 0.011919823017482178, "ret_p1m": 0.05582016101365572, "ret_signed_p1m": 0.05582016101365572, "alpha_spy_p1m": -0.008214901543762254, "alpha_c_p1m": -0.008214901543762254, "bench_spy_p1m": 0.06403506255741798, "bench_c_p1m": 0.06403506255741798, "ret_p3m": 0.13032074907566638, "ret_signed_p3m": 0.13032074907566638, "alpha_spy_p3m": -0.021666481503083812, "alpha_c_p3m": -0.021666481503083812, "bench_spy_p3m": 0.1519872305787502, "bench_c_p3m": 0.1519872305787502, "ret_p6m": 0.19196799488117922, "ret_signed_p6m": 0.19196799488117922, "alpha_spy_p6m": -0.026364017884223934, "alpha_c_p6m": -0.026364017884223934, "bench_spy_p6m": 0.21833201276540315, "bench_c_p6m": 0.21833201276540315, "ret_p1y": 0.2718284504474193, "ret_signed_p1y": 0.2718284504474193, "alpha_spy_p1y": -0.023444660449370103, "alpha_c_p1y": -0.023444660449370103, "bench_spy_p1y": 0.2952731108967894, "bench_c_p1y": 0.2952731108967894, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05582016101365572, "alpha_spy_stated": -0.008214901543762254, "alpha_c_stated": -0.008214901543762254, "price_path": [0.0732, 0.0678, 0.0736, 0.0774, 0.0809, 0.0731, 0.0791, 0.0802, 0.0774, 0.0865, 0.0869, 0.0869, 0.0895, 0.0914, 0.0884, 0.0725, 0.068, 0.0645, 0.0641, 0.0516, 0.0641, 0.0473, 0.0343, 0.0454, 0.0276, 0.0332, 0.0071, -0.0007, 0.0073, -0.0087, 0.0116, 0.0181, 0.0079, 0.0183, 0.0161, 0.0174, 0.0365, 0.0352, 0.028, 0.0252, 0.0034, 0.0088, 0.0122, 0.0179, -0.0268, -0.0841, -0.0785, -0.0996, -0.0177, -0.0503, -0.0342, -0.0255, -0.027, -0.0477, -0.0462, -0.0462, -0.0687, -0.0453, -0.0307, -0.0063, -0.0057, -0.0046, 0.0004, 0.0, 0.008, 0.02, 0.0148, 0.0082, 0.0115, 0.0194, 0.0165, 0.0459, 0.0512, 0.0525, 0.056, 0.0617, 0.0628, 0.06, 0.0448, 0.0459, 0.0407, 0.0407, 0.0585, 0.0541, 0.0558, 0.0563, 0.0613, 0.0662, 0.0662, 0.062, 0.0713, 0.0722, 0.077, 0.0746, 0.0779, 0.0684, 0.0764, 0.0699, 0.0704, 0.0704, 0.0686, 0.0775, 0.087, 0.0872, 0.0936, 0.098, 0.1013, 0.1014, 0.1049, 0.1112, 0.1112, 0.1052, 0.1056, 0.1107, 0.1132, 0.1103, 0.1118, 0.1085, 0.1116, 0.117, 0.117, 0.1185, 0.119, 0.1259, 0.1263, 0.1299, 0.1303, 0.1279, 0.1272, 0.1241, 0.1083, 0.1234, 0.1191, 0.1261, 0.1254, 0.1326, 0.1305, 0.1402, 0.1431, 0.1435, 0.1418, 0.1422, 0.137, 0.135, 0.1314, 0.1456, 0.1424, 0.1462, 0.1478, 0.1509, 0.1462, 0.1462, 0.1397, 0.1454, 0.1528, 0.151, 0.1526, 0.1553, 0.1578, 0.1646, 0.1646, 0.1689, 0.1675, 0.1673, 0.1711, 0.1752, 0.1788, 0.1743, 0.172, 0.168, 0.1736, 0.1759, 0.1795, 0.1829, 0.1833, 0.184, 0.1876, 0.1838, 0.1892, 0.1872, 0.1615, 0.1776, 0.1749, 0.1795, 0.1731, 0.1785, 0.1906, 0.1908, 0.1856, 0.192]}
{"unit_id": "orig:1894472691253432712", "ticker_idx": 0, "ts": "2025-02-25T19:41:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the fundamentals is stronger than ever across the board", "tweet_type": "analysis", "timeline": "months", "summary": "Long TSLA on strong fundamentals; cautiously long RKLB on potential revenue/guidance beat; NVDA beat could lift broader market sentiment.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Commentary on today's bloody market & this week's plan:\n\nAgain I'm no furu. I use X as a my trading notebook so I'm going to keep it real.\n\n> I don't make enormous bet > 2% of my portfolio on short term price prediction because generally short-term prediction is 50/50. My recent prediction about $TSLA crossed my support line, but the fundamentals is stronger than ever across the board.\n\n> Although sometimes I try to pick up side bets I think at great discounts. TBH, I am more exposed than I would like on positions like SOFI & JOBY & AI & RKLB (with recent 2500 shares assigned). Though I have reduced my exposure last week, but I could have done more aggressively.\n\n> My goal is not to sell a single share of my core positions.  However, I sold 500 shares of $RKLB and 500 shares of $HOOD to bolster my margin positions.\n\n> I don't think market will significantly improve until summer when Q2 $TSLA earnings come out so I'm focused on weathering the storm.\n\n> $RKLB & space in general had a large pullback. The ER is probably a non-factor at this point. If $NVDA do well, the entire market could see some optimism, and if $RKLB revenue growth and guidance is good, that's even better.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09157863971014346, "ret_signed_m1d": 0.09157863971014346, "alpha_spy_m1d": 0.08658060060630124, "alpha_c_m1d": 0.08631132538217035, "bench_spy_m1d": 0.004998039103842222, "bench_c_m1d": 0.005267314327973116, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039630120487999076, "ret_signed_p1d": -0.039630120487999076, "alpha_spy_p1d": -0.040135022519454, "alpha_c_p1d": -0.03551786696921533, "bench_spy_p1d": 0.0005049020314549235, "bench_c_p1d": -0.004112253518783748, "ret_p1w": -0.10158514031737076, "ret_signed_p1w": -0.10158514031737076, "alpha_spy_p1w": -0.07233780476468321, "alpha_c_p1w": -0.06374379746529302, "bench_spy_p1w": -0.029247335552687548, "bench_c_p1w": -0.03784134285207774, "ret_p1m": -0.10151912639901639, "ret_signed_p1m": -0.10151912639901639, "alpha_spy_p1m": -0.06123310509179547, "alpha_c_p1m": -0.04311408845471909, "bench_spy_p1m": -0.04028602130722092, "bench_c_p1m": -0.0584050379442973, "ret_p3m": 0.12067374510564743, "ret_signed_p3m": 0.12067374510564743, "alpha_spy_p3m": 0.1432031569809683, "alpha_c_p3m": 0.14470076630320516, "bench_spy_p3m": -0.02252941187532087, "bench_c_p3m": -0.02402702119755773, "ret_p6m": 0.06968298201498668, "ret_signed_p6m": 0.06968298201498668, "alpha_spy_p6m": -0.01055674250260874, "alpha_c_p6m": 0.013028955712756973, "bench_spy_p6m": 0.08023972451759542, "bench_c_p6m": 0.05665402630222971, "ret_p1y": 0.37737788684912044, "ret_signed_p1y": 0.37737788684912044, "alpha_spy_p1y": 0.21745881325293714, "alpha_c_p1y": 0.29495175365900006, "bench_spy_p1y": 0.1599190735961833, "bench_c_p1y": 0.08242613319012038, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10151912639901639, "alpha_spy_stated": -0.06123310509179547, "alpha_c_stated": -0.04311408845471909, "price_path": [0.0994, 0.1399, 0.1793, 0.1606, 0.1821, 0.2202, 0.2854, 0.2873, 0.3243, 0.4028, 0.3808, 0.4407, 0.5291, 0.5847, 0.4535, 0.4405, 0.3906, 0.4221, 0.5267, 0.5267, 0.4998, 0.4256, 0.3785, 0.3337, 0.3337, 0.2526, 0.3555, 0.3575, 0.3024, 0.3043, 0.3043, 0.3036, 0.3319, 0.309, 0.4142, 0.3666, 0.4085, 0.4085, 0.4005, 0.3709, 0.3619, 0.3427, 0.3116, 0.3147, 0.285, 0.3219, 0.3362, 0.2671, 0.2953, 0.2489, 0.2362, 0.1943, 0.1583, 0.0849, 0.1113, 0.1755, 0.1752, 0.1752, 0.1695, 0.1908, 0.1704, 0.1156, 0.0916, 0.0, -0.0396, -0.0689, -0.0324, -0.0599, -0.1016, -0.0783, -0.13, -0.1325, -0.2663, -0.2385, -0.1807, -0.2052, -0.1744, -0.214, -0.2559, -0.2211, -0.2197, -0.1786, -0.0806, -0.0484, -0.1015, -0.098, -0.1296, -0.1441, -0.1134, -0.0662, -0.1173, -0.2093, -0.2296, -0.2673, -0.1011, -0.1664, -0.1667, -0.1666, -0.1608, -0.2023, -0.2029, -0.2029, -0.2487, -0.2141, -0.1719, -0.143, -0.0589, -0.0559, -0.0356, -0.0682, -0.0736, -0.0515, -0.0744, -0.0907, -0.0878, -0.0594, -0.015, 0.0515, 0.1033, 0.1482, 0.1322, 0.1558, 0.1298, 0.1355, 0.1051, 0.1263, 0.1207, 0.1207, 0.1984, 0.1787, 0.1837, 0.1442, 0.1317, 0.137, 0.0966, -0.0598, -0.0253, 0.0191, 0.0769, 0.078, 0.0539, 0.0743, 0.087, 0.0447, 0.0636, 0.0636, 0.0639, 0.1515, 0.1244, 0.0817, 0.0759, 0.0688, 0.0491, -0.0069, 0.0424, 0.0414, 0.0414, -0.0293, -0.0165, -0.0229, 0.0233, 0.0354, 0.0466, 0.0264, 0.0623, 0.0549, 0.0887, 0.0848, 0.0968, 0.0983, 0.0083, 0.0438, 0.0753, 0.0608, 0.0536, 0.0181, -0.0006, 0.0213, 0.0196, 0.0565, 0.0643, 0.0887, 0.1196, 0.1256, 0.1208, 0.1083, 0.0917, 0.1069, 0.0875, 0.0697]}
{"unit_id": "orig:1894472691253432712", "ticker_idx": 1, "ts": "2025-02-25T19:41:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if $RKLB revenue growth and guidance is good, that's even better", "tweet_type": "analysis", "timeline": "months", "summary": "Long TSLA on strong fundamentals; cautiously long RKLB on potential revenue/guidance beat; NVDA beat could lift broader market sentiment.", "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": "Commentary on today's bloody market & this week's plan:\n\nAgain I'm no furu. I use X as a my trading notebook so I'm going to keep it real.\n\n> I don't make enormous bet > 2% of my portfolio on short term price prediction because generally short-term prediction is 50/50. My recent prediction about $TSLA crossed my support line, but the fundamentals is stronger than ever across the board.\n\n> Although sometimes I try to pick up side bets I think at great discounts. TBH, I am more exposed than I would like on positions like SOFI & JOBY & AI & RKLB (with recent 2500 shares assigned). Though I have reduced my exposure last week, but I could have done more aggressively.\n\n> My goal is not to sell a single share of my core positions.  However, I sold 500 shares of $RKLB and 500 shares of $HOOD to bolster my margin positions.\n\n> I don't think market will significantly improve until summer when Q2 $TSLA earnings come out so I'm focused on weathering the storm.\n\n> $RKLB & space in general had a large pullback. The ER is probably a non-factor at this point. If $NVDA do well, the entire market could see some optimism, and if $RKLB revenue growth and guidance is good, that's even better.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10897431014033221, "ret_signed_m1d": 0.10897431014033221, "alpha_spy_m1d": 0.10397627103648999, "alpha_c_m1d": 0.11408871549836186, "bench_spy_m1d": 0.004998039103842222, "bench_c_m1d": -0.00511440535802965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047830339275739764, "ret_signed_p1d": 0.047830339275739764, "alpha_spy_p1d": 0.04732543724428484, "alpha_c_p1d": 0.047237471643926776, "bench_spy_p1d": 0.0005049020314549235, "bench_c_p1d": 0.0005928676318129877, "ret_p1w": -0.06336290946273437, "ret_signed_p1w": -0.06336290946273437, "alpha_spy_p1w": -0.034115573910046826, "alpha_c_p1w": -0.04001563459655311, "bench_spy_p1w": -0.029247335552687548, "bench_c_p1w": -0.023347274866181267, "ret_p1m": -0.04142012446483967, "ret_signed_p1m": -0.04142012446483967, "alpha_spy_p1m": -0.0011341031576187488, "alpha_c_p1m": -0.03467821447445529, "bench_spy_p1m": -0.04028602130722092, "bench_c_p1m": -0.006741909990384376, "ret_p3m": 0.2534516378509373, "ret_signed_p3m": 0.2534516378509373, "alpha_spy_p3m": 0.27598104972625814, "alpha_c_p3m": 0.20644175261300712, "bench_spy_p3m": -0.02252941187532087, "bench_c_p3m": 0.04700988523793015, "ret_p6m": 1.0064101207601817, "ret_signed_p6m": 1.0064101207601817, "alpha_spy_p6m": 0.9261703962425862, "alpha_c_p6m": 0.8787333562499942, "bench_spy_p6m": 0.08023972451759542, "bench_c_p6m": 0.1276767645101875, "ret_p1y": 2.254930961599938, "ret_signed_p1y": 2.254930961599938, "alpha_spy_p1y": 2.095011888003755, "alpha_c_p1y": 1.9569481291748272, "bench_spy_p1y": 0.1599190735961833, "bench_c_p1y": 0.29798283242511103, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04142012446483967, "alpha_spy_stated": -0.0011341031576187488, "alpha_c_stated": -0.03467821447445529, "price_path": [0.2658, 0.3452, 0.1911, 0.1346, 0.1395, 0.1795, 0.217, 0.146, 0.1267, 0.1514, 0.1134, 0.2041, 0.2771, 0.3003, 0.1302, 0.145, 0.2263, 0.2618, 0.3116, 0.3116, 0.4024, 0.3422, 0.2978, 0.2559, 0.2559, 0.2308, 0.4172, 0.4201, 0.3782, 0.3491, 0.3491, 0.3269, 0.179, 0.1913, 0.2263, 0.215, 0.1834, 0.1834, 0.5419, 0.4606, 0.5567, 0.497, 0.4512, 0.429, 0.4236, 0.4068, 0.4324, 0.3994, 0.4142, 0.4103, 0.3649, 0.3516, 0.5089, 0.3915, 0.3619, 0.3955, 0.3817, 0.3817, 0.3679, 0.2786, 0.2456, 0.1612, 0.109, 0.0, 0.0478, -0.0222, 0.0104, -0.0799, -0.0634, 0.0059, -0.0799, -0.073, -0.1558, -0.1208, -0.0912, -0.1336, -0.0725, -0.0582, -0.1134, -0.074, -0.0863, -0.0661, -0.0035, -0.0005, -0.0414, -0.0917, -0.0819, -0.1183, -0.105, -0.0464, -0.1179, -0.1928, -0.1361, -0.1529, 0.0153, -0.0321, -0.0321, -0.0567, 0.039, -0.015, -0.0266, -0.0266, -0.0804, -0.0611, 0.0005, 0.0789, 0.1036, 0.1179, 0.1045, 0.0745, 0.0907, 0.1336, 0.1085, 0.1031, 0.0991, 0.1391, 0.0113, 0.0483, 0.0764, 0.1898, 0.2436, 0.2608, 0.2722, 0.2821, 0.2411, 0.2732, 0.2535, 0.2535, 0.4181, 0.4265, 0.3486, 0.321, 0.3116, 0.3176, 0.3269, 0.3042, 0.426, 0.4615, 0.3397, 0.3491, 0.3018, 0.253, 0.3092, 0.3028, 0.3733, 0.3733, 0.4813, 0.6164, 0.6499, 0.5952, 0.7821, 0.7446, 0.7638, 0.6928, 0.7594, 0.7584, 0.7584, 0.9172, 0.9103, 0.93, 0.928, 0.9246, 1.1307, 1.1992, 1.3516, 1.5311, 1.534, 1.3269, 1.3116, 1.4236, 1.3733, 1.3388, 1.2244, 1.1593, 1.2899, 1.2643, 1.2096, 1.1963, 1.2066, 1.1746, 1.18, 1.2036, 1.2199, 1.1415, 1.1203, 1.1109, 1.1829, 1.2175, 1.0178, 1.0064]}
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I use X as a my trading notebook so I'm going to keep it real.\n\n> I don't make enormous bet > 2% of my portfolio on short term price prediction because generally short-term prediction is 50/50. My recent prediction about $TSLA crossed my support line, but the fundamentals is stronger than ever across the board.\n\n> Although sometimes I try to pick up side bets I think at great discounts. TBH, I am more exposed than I would like on positions like SOFI & JOBY & AI & RKLB (with recent 2500 shares assigned). Though I have reduced my exposure last week, but I could have done more aggressively.\n\n> My goal is not to sell a single share of my core positions.  However, I sold 500 shares of $RKLB and 500 shares of $HOOD to bolster my margin positions.\n\n> I don't think market will significantly improve until summer when Q2 $TSLA earnings come out so I'm focused on weathering the storm.\n\n> $RKLB & space in general had a large pullback. The ER is probably a non-factor at this point. If $NVDA do well, the entire market could see some optimism, and if $RKLB revenue growth and guidance is good, that's even better.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028824113107577265, "ret_signed_m1d": 0.028824113107577265, "alpha_spy_m1d": 0.023826074003735043, "alpha_c_m1d": 0.007124224931674528, "bench_spy_m1d": 0.004998039103842222, "bench_c_m1d": 0.021699888175902737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036721224626113935, "ret_signed_p1d": 0.036721224626113935, "alpha_spy_p1d": 0.03621632259465901, "alpha_c_p1d": 0.013342368875858712, "bench_spy_p1d": 0.0005049020314549235, "bench_c_p1d": 0.023378855750255223, "ret_p1w": -0.08402430595258104, "ret_signed_p1w": -0.08402430595258104, "alpha_spy_p1w": -0.05477697039989349, "alpha_c_p1w": -0.029375819471116005, "bench_spy_p1w": -0.029247335552687548, "bench_c_p1w": -0.05464848648146503, "ret_p1m": -0.10155202214217851, "ret_signed_p1m": -0.10155202214217851, "alpha_spy_p1m": -0.06126600083495759, "alpha_c_p1m": -0.03338834137035962, "bench_spy_p1m": -0.04028602130722092, "bench_c_p1m": -0.06816368077181889, "ret_p3m": 0.03689536438865981, "ret_signed_p3m": 0.03689536438865981, "alpha_spy_p3m": 0.05942477626398068, "alpha_c_p3m": 0.04029512275198577, "bench_spy_p3m": -0.02252941187532087, "bench_c_p3m": -0.0033997583633259554, "ret_p6m": 0.38536145917777187, "ret_signed_p6m": 0.38536145917777187, "alpha_spy_p6m": 0.30512173466017645, "alpha_c_p6m": 0.17251778767258963, "bench_spy_p6m": 0.08023972451759542, "bench_c_p6m": 0.21284367150518224, "ret_p1y": 0.4766733271404906, "ret_signed_p1y": 0.4766733271404906, "alpha_spy_p1y": 0.3167542535443073, "alpha_c_p1y": -0.23318457800600045, "bench_spy_p1y": 0.1599190735961833, "bench_c_p1y": 0.709857905146491, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10155202214217851, "alpha_spy_stated": -0.06126600083495759, "alpha_c_stated": -0.03338834137035962, "price_path": [0.0687, 0.0917, 0.0947, 0.1076, 0.1461, 0.1455, 0.1249, 0.0962, 0.0667, 0.1001, 0.0846, 0.0602, 0.0424, 0.0297, 0.018, 0.032, 0.0637, 0.103, 0.1073, 0.1073, 0.105, 0.082, 0.0858, 0.0605, 0.0605, 0.0922, 0.1409, 0.1801, 0.1067, 0.1065, 0.1065, 0.0733, 0.0521, 0.0405, 0.0759, 0.0548, 0.0875, 0.0875, 0.1121, 0.1614, 0.1626, 0.1263, -0.0648, 0.0186, -0.0231, -0.0156, -0.0518, -0.0787, -0.063, -0.0142, 0.0162, 0.0253, 0.0548, 0.0487, 0.0356, 0.0684, 0.0965, 0.0965, 0.1008, 0.0995, 0.1065, 0.0616, 0.0288, 0.0, 0.0367, -0.0512, -0.0135, -0.0993, -0.084, -0.0737, -0.1268, -0.1101, -0.1552, -0.1411, -0.0859, -0.0872, -0.0391, -0.056, -0.0884, -0.0719, -0.0639, -0.0704, -0.0411, -0.0468, -0.1016, -0.12, -0.1339, -0.144, -0.1301, -0.1279, -0.196, -0.2552, -0.2289, -0.2394, -0.0971, -0.1504, -0.1239, -0.1256, -0.1139, -0.1748, -0.1985, -0.1985, -0.2346, -0.219, -0.1888, -0.1594, -0.1233, -0.1413, -0.139, -0.1398, -0.1185, -0.0957, -0.1011, -0.1033, -0.0755, -0.073, -0.0787, -0.0286, 0.0262, 0.0689, 0.0649, 0.0694, 0.0707, 0.0613, 0.0409, 0.0491, 0.0369, 0.0369, 0.0701, 0.0647, 0.0993, 0.0672, 0.085, 0.1153, 0.1208, 0.1056, 0.1193, 0.1265, 0.137, 0.1281, 0.1453, 0.1213, 0.1428, 0.1383, 0.149, 0.149, 0.1362, 0.1387, 0.1682, 0.2188, 0.2244, 0.246, 0.2479, 0.2108, 0.242, 0.2585, 0.2585, 0.2498, 0.2637, 0.2865, 0.2961, 0.3026, 0.2959, 0.3482, 0.3535, 0.3664, 0.3617, 0.3536, 0.3193, 0.3489, 0.3723, 0.3704, 0.396, 0.3862, 0.4159, 0.4049, 0.3721, 0.4217, 0.408, 0.4171, 0.4278, 0.443, 0.438, 0.4467, 0.4343, 0.4376, 0.4252, 0.4376, 0.3873, 0.3854]}
{"unit_id": "quote:1934996016178008087", "ticker_idx": 0, "ts": "2025-06-17T15:26:15+00:00", "symbol": "RUN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Solar companies $RUN and $ENPH are companies I don't love", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish RUN and ENPH: high capex, loan-dependent customers hurt by high rates, can't scale with high fixed costs in slow economy.", "resolved_tickers": ["RUN"], "resolution_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": "quote", "lang": "en", "tweet_text": "Solar companies $RUN and $ENPH are companies I don't love. I own solar myself and I paid fully in cash which powers my house and my Tesla. \n\nI love the product, but don't love to invest in these companies. The reason is, most people can't afford $20k to $30k to dish out for a discretionary spending, even with government subsidy. Most people will use loan, which is difficult now with high interest rate, and slow economy. In this economy you can't scale while maintaining a high operating expense, which is slow to adapt (firing people is a lot harder than hiring them).", "reply_text": null, "parent_text": null, "quoted_text": "Daaamn! $RUN is down 41% since yesterday. I know solar is down across the board but is SunRun going bankrupt or what? https://t.co/gVmt8pmKEd", "parent_author": null, "ret_m1d": 0.6678200680623145, "ret_signed_m1d": -0.6678200680623145, "alpha_spy_m1d": -0.6592014554222627, "alpha_c_m1d": -0.6592014554222627, "bench_spy_m1d": 0.008618612640051815, "bench_c_m1d": 0.008618612640051815, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06055361452040042, "ret_signed_p1d": -0.06055361452040042, "alpha_spy_p1d": -0.06070432759523092, "alpha_c_p1d": -0.06070432759523092, "bench_spy_p1d": -0.00015071307483049967, "bench_c_p1d": -0.00015071307483049967, "ret_p1w": 0.24567466226854529, "ret_signed_p1w": -0.24567466226854529, "alpha_spy_p1w": -0.22719237089946365, "alpha_c_p1w": -0.22719237089946365, "bench_spy_p1w": 0.018482291369081638, "bench_c_p1w": 0.018482291369081638, "ret_p1m": 0.7889272971031154, "ret_signed_p1m": -0.7889272971031154, "alpha_spy_p1m": -0.7411719689556928, "alpha_c_p1m": -0.7411719689556928, "bench_spy_p1m": 0.04775532814742256, "bench_c_p1m": 0.04775532814742256, "ret_p3m": 1.778546519546734, "ret_signed_p3m": -1.778546519546734, "alpha_spy_p3m": -1.6750816311355232, "alpha_c_p3m": -1.6750816311355232, "bench_spy_p3m": 0.10346488841121082, "bench_c_p3m": 0.10346488841121082, "ret_p6m": 2.169550005160236, "ret_signed_p6m": -2.169550005160236, "alpha_spy_p6m": -2.012261696952309, "alpha_c_p6m": -2.012261696952309, "bench_spy_p6m": 0.15728830820792727, "bench_c_p6m": 0.15728830820792727, "ret_p1y": 1.564013694960681, "ret_signed_p1y": -1.564013694960681, "alpha_spy_p1y": -1.282456500539986, "alpha_c_p1y": -1.282456500539986, "bench_spy_p1y": 0.28155719442069516, "bench_c_p1y": 0.28155719442069516, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.7889272971031154, "alpha_spy_stated": -0.7411719689556928, "alpha_c_stated": -0.7411719689556928, "price_path": [0.1609, 0.1401, 0.1038, 0.1349, 0.0744, 0.0398, 0.0277, 0.0138, 0.1228, 0.173, 0.1401, 0.2093, 0.1367, -0.0199, 0.1125, 0.0433, 0.0882, 0.1799, 0.1609, 0.1289, 0.1851, 0.1851, 0.1367, 0.1903, 0.1522, 0.2197, 0.2785, 0.2976, 0.2837, 0.192, 0.2439, 0.2612, 0.2076, 0.2215, 0.2785, 0.4706, 0.6228, 0.8962, 1.0588, 1.1972, 1.2232, 1.1194, 0.9533, 0.9965, 0.8443, 0.1609, 0.1903, 0.1903, 0.2439, 0.1678, 0.1851, 0.2958, 0.2353, 0.4325, 0.4118, 0.4498, 0.4723, 0.4308, 0.5329, 0.5052, 0.4654, 0.7301, 0.6678, 0.0, 0.0606, 0.0606, 0.0779, 0.0796, 0.2457, 0.2595, 0.3408, 0.2855, 0.4152, 0.564, 0.5554, 0.8166, 0.8166, 0.9221, 0.7024, 0.8175, 0.8806, 0.7491, 0.7924, 0.8521, 0.7889, 0.7232, 0.7716, 0.8097, 0.9308, 0.8408, 0.8304, 0.8651, 0.9291, 0.8599, 0.7561, 0.7751, 0.7042, 0.6782, 0.6298, 0.5692, 1.0761, 1.0502, 1.0069, 0.9758, 0.891, 0.8131, 1.4083, 1.6817, 1.6799, 1.6765, 1.5502, 1.8028, 1.8339, 1.8737, 1.7336, 1.8322, 1.763, 1.763, 1.7561, 1.8512, 1.8426, 2.1453, 1.9273, 1.7734, 1.8028, 1.7699, 1.7785, 1.846, 1.8097, 1.7526, 1.8201, 1.8685, 2.0467, 1.846, 1.7768, 1.9256, 2.0571, 2.0761, 1.9913, 2.1747, 2.3131, 2.3062, 2.3304, 2.3668, 2.3564, 2.5156, 2.2526, 2.6626, 2.5779, 2.6834, 2.4844, 2.3754, 2.5467, 2.5363, 2.4118, 2.4291, 2.6073, 2.5484, 2.4464, 2.481, 2.3945, 2.5917, 2.455, 2.2976, 2.5623, 2.5329, 1.9637, 2.1747, 2.417, 2.3633, 2.2647, 2.2266, 2.2128, 2.3253, 2.2785, 2.0813, 2.1021, 2.1298, 2.2266, 2.327, 2.327, 2.5035, 2.2093, 2.1453, 2.0882, 2.1747, 2.0415, 2.1246, 2.0917, 2.1696]}
{"unit_id": "quote:1934996016178008087", "ticker_idx": 1, "ts": "2025-06-17T15:26:15+00:00", "symbol": "ENPH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Solar companies $RUN and $ENPH are companies I don't love", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish RUN and ENPH: high capex, loan-dependent customers hurt by high rates, can't scale with high fixed costs in slow economy.", "resolved_tickers": ["ENPH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "quote", "lang": "en", "tweet_text": "Solar companies $RUN and $ENPH are companies I don't love. I own solar myself and I paid fully in cash which powers my house and my Tesla. \n\nI love the product, but don't love to invest in these companies. The reason is, most people can't afford $20k to $30k to dish out for a discretionary spending, even with government subsidy. Most people will use loan, which is difficult now with high interest rate, and slow economy. In this economy you can't scale while maintaining a high operating expense, which is slow to adapt (firing people is a lot harder than hiring them).", "reply_text": null, "parent_text": null, "quoted_text": "Daaamn! $RUN is down 41% since yesterday. I know solar is down across the board but is SunRun going bankrupt or what? https://t.co/gVmt8pmKEd", "parent_author": null, "ret_m1d": 0.3152921739274823, "ret_signed_m1d": -0.3152921739274823, "alpha_spy_m1d": -0.3066735612874305, "alpha_c_m1d": -0.3066735612874305, "bench_spy_m1d": 0.008618612640051815, "bench_c_m1d": 0.008618612640051815, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.041809936303728534, "ret_signed_p1d": -0.041809936303728534, "alpha_spy_p1d": -0.041960649378559034, "alpha_c_p1d": -0.041960649378559034, "bench_spy_p1d": -0.00015071307483049967, "bench_c_p1d": -0.00015071307483049967, "ret_p1w": 0.09908370792089372, "ret_signed_p1w": -0.09908370792089372, "alpha_spy_p1w": -0.08060141655181208, "alpha_c_p1w": -0.08060141655181208, "bench_spy_p1w": 0.018482291369081638, "bench_c_p1w": 0.018482291369081638, "ret_p1m": 0.11769761815184254, "ret_signed_p1m": -0.11769761815184254, "alpha_spy_p1m": -0.06994229000441998, "alpha_c_p1m": -0.06994229000441998, "bench_spy_p1m": 0.04775532814742256, "bench_c_p1m": 0.04775532814742256, "ret_p3m": 0.07760604356445677, "ret_signed_p3m": -0.07760604356445677, "alpha_spy_p3m": 0.025858844846754048, "alpha_c_p3m": 0.025858844846754048, "bench_spy_p3m": 0.10346488841121082, "bench_c_p3m": 0.10346488841121082, "ret_p6m": -0.060996488118724934, "ret_signed_p6m": 0.060996488118724934, "alpha_spy_p6m": 0.2182847963266522, "alpha_c_p6m": 0.2182847963266522, "bench_spy_p6m": 0.15728830820792727, "bench_c_p6m": 0.15728830820792727, "ret_p1y": 0.9584766029703953, "ret_signed_p1y": -0.9584766029703953, "alpha_spy_p1y": -0.6769194085497001, "alpha_c_p1y": -0.6769194085497001, "bench_spy_p1y": 0.28155719442069516, "bench_c_p1y": 0.28155719442069516, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11769761815184254, "alpha_spy_stated": -0.06994229000441998, "alpha_c_stated": -0.06994229000441998, "price_path": [0.7666, 0.7623, 0.7801, 0.7975, 0.7225, 0.7385, 0.7655, 0.7769, 0.7867, 0.7904, 0.683, 0.64, 0.5968, 0.4181, 0.5501, 0.4192, 0.486, 0.5621, 0.5198, 0.482, 0.5046, 0.5046, 0.4782, 0.5301, 0.2907, 0.3101, 0.3411, 0.3308, 0.3663, 0.2769, 0.2758, 0.3047, 0.2721, 0.2563, 0.2523, 0.4046, 0.4542, 0.3729, 0.3067, 0.3823, 0.4241, 0.4433, 0.3969, 0.4044, 0.3542, 0.0885, 0.1352, 0.1352, 0.1518, 0.1157, 0.1237, 0.1853, 0.1833, 0.2529, 0.236, 0.1827, 0.1793, 0.2388, 0.291, 0.2967, 0.2801, 0.3058, 0.3153, 0.0, 0.0418, 0.0418, 0.0266, -0.0103, 0.0991, 0.0914, 0.2314, 0.1707, 0.1355, 0.1715, 0.1733, 0.2191, 0.2191, 0.2159, 0.1724, 0.2271, 0.2305, 0.1987, 0.2022, 0.1526, 0.1177, 0.1094, 0.1334, 0.1357, 0.2171, 0.0447, 0.0172, 0.014, 0.0009, -0.0412, -0.0435, -0.0733, -0.0999, -0.0925, -0.0862, -0.1377, -0.0896, -0.071, -0.0673, -0.0389, -0.02, -0.0773, -0.0023, 0.0243, 0.0375, 0.0218, -0.0097, 0.0934, 0.0948, 0.0871, 0.0756, 0.0762, 0.0796, 0.0796, 0.059, 0.0619, 0.0458, 0.1355, 0.1114, 0.0865, 0.063, 0.0687, 0.0776, 0.0876, 0.1166, 0.1088, 0.1008, 0.1002, 0.1598, 0.0699, 0.0879, 0.0619, 0.0452, 0.0332, 0.0135, 0.0599, 0.0808, 0.0538, 0.0641, 0.0387, 0.0318, 0.0513, -0.0186, -0.0029, 0.0435, 0.075, 0.0756, 0.047, 0.0762, 0.0621, 0.0332, 0.0206, 0.0375, 0.0541, 0.051, -0.1082, -0.1372, -0.1263, -0.1549, -0.1692, -0.0779, -0.1074, -0.1346, -0.0596, -0.1168, -0.1206, -0.1721, -0.1787, -0.2116, -0.2096, -0.23, -0.252, -0.2288, -0.2331, -0.2065, -0.2033, -0.2033, -0.1738, -0.1816, -0.1661, -0.1584, -0.1191, -0.1051, -0.1054, -0.0965, -0.061]}
{"unit_id": "orig:1929656801919947202", "ticker_idx": 0, "ts": "2025-06-02T21:50:07+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect more fund raising in 1.5 QTR. Not going to be pretty.", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish ASTS: only ~3 quarters of runway at current burn; dilutive fundraise likely in ~1.5 quarters.", "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": ". $asts has about 3 QTR run rate, assuming same burn rate. Expect more fund raising in 1.5 QTR. Not going to be pretty.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04090550731382592, "ret_signed_m1d": 0.04090550731382592, "alpha_spy_m1d": 0.035235181568615714, "alpha_c_m1d": 0.035235181568615714, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.005670325745210203, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13939635370696757, "ret_signed_p1d": -0.13939635370696757, "alpha_spy_p1d": -0.13966486611087003, "alpha_c_p1d": -0.13966486611087003, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.00026851240390246556, "ret_p1w": 0.41818898537234817, "ret_signed_p1w": -0.41818898537234817, "alpha_spy_p1w": -0.4064626977380401, "alpha_c_p1w": -0.4064626977380401, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": 0.011726287634308052, "ret_p1m": 0.815329568327166, "ret_signed_p1m": -0.815329568327166, "alpha_spy_p1m": -0.7713862570479837, "alpha_c_p1m": -0.7713862570479837, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.04394331127918227, "ret_p3m": 0.943605958441919, "ret_signed_p3m": -0.943605958441919, "alpha_spy_p3m": -0.8582716573840674, "alpha_c_p3m": -0.8582716573840674, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.08533430105785156, "ret_p6m": 1.2049245347448014, "ret_signed_p6m": -1.2049245347448014, "alpha_spy_p6m": -1.0581527059115947, "alpha_c_p6m": -1.0581527059115947, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.14677182883320672, "ret_p1y": 2.8216839630916684, "ret_signed_p1y": -2.8216839630916684, "alpha_spy_p1y": -2.561414350056876, "alpha_c_p1y": -2.561414350056876, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.26026961303479235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.815329568327166, "alpha_spy_stated": -0.7713862570479837, "alpha_c_stated": -0.7713862570479837, "price_path": [0.278, 0.3264, 0.1573, 0.1382, 0.0945, 0.0373, 0.118, 0.1128, 0.0425, 0.0187, -0.0195, 0.021, 0.1636, 0.1338, 0.0838, 0.0246, -0.0445, -0.0969, -0.1322, -0.11, -0.143, -0.2029, -0.1529, -0.1938, -0.0413, -0.081, -0.0755, -0.0902, -0.0898, -0.1108, -0.0711, -0.0711, -0.1753, -0.1541, -0.1096, -0.0441, -0.0564, -0.0369, -0.0508, -0.0782, -0.0858, 0.0492, -0.0171, -0.004, 0.0056, 0.0028, 0.023, 0.0786, 0.0544, 0.0425, 0.0421, 0.0588, -0.0226, -0.006, -0.0536, -0.0306, -0.0431, -0.0431, -0.0135, -0.0159, -0.0639, -0.0838, -0.0409, 0.0, 0.1394, 0.2252, 0.2387, 0.3828, 0.4182, 0.4484, 0.4662, 0.5238, 0.6644, 0.5925, 0.7613, 0.7613, 0.8245, 0.9936, 1.1136, 0.9845, 1.0103, 0.9603, 0.8558, 0.7915, 0.8153, 0.811, 0.811, 0.8145, 0.8054, 0.6878, 0.7462, 0.8102, 0.9007, 1.0302, 1.0902, 1.2816, 1.3026, 1.2506, 1.2673, 1.34, 1.3852, 1.1579, 1.1533, 1.1084, 1.1561, 1.1116, 1.0834, 1.0405, 1.0878, 1.0568, 0.8948, 0.8519, 0.8237, 0.9762, 0.9877, 0.9261, 0.9095, 0.9126, 0.7851, 0.7903, 0.7863, 0.8693, 0.9861, 1.0028, 0.9162, 0.944, 0.9436, 0.9436, 0.9365, 0.7959, 0.6624, 0.6843, 0.6191, 0.4658, 0.4925, 0.5238, 0.5377, 0.6271, 0.6056, 0.6358, 0.6458, 0.7911, 0.94, 1.1763, 1.1644, 0.9615, 0.9496, 0.9396, 0.9492, 1.2613, 1.6275, 1.691, 1.8952, 1.9686, 2.2248, 2.4468, 2.2577, 2.5941, 2.753, 2.8002, 2.5544, 2.3157, 2.2887, 2.1219, 1.8336, 1.8483, 1.9269, 2.1553, 2.0886, 2.1795, 2.0453, 2.1871, 1.8255, 1.782, 1.7951, 1.5925, 1.7478, 1.7284, 1.6962, 1.5612, 1.44, 1.4384, 1.2478, 1.3122, 1.3038, 1.0135, 1.0401, 1.1843, 1.2045, 1.2049]}
{"unit_id": "reply:1935917329524666786", "ticker_idx": 0, "ts": "2025-06-20T04:27:13+00:00", "symbol": "solar companies", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I would not touch solar companies", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid solar companies; decisive bearish/avoid stance on the sector.", "resolved_tickers": ["TAN"], "resolution_method": "etf", "resolution_reason": "TAN = Invesco Solar ETF, standard solar sector proxy", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp I would not touch solar companies.", "reply_text": null, "parent_text": "The mistake was this:\nI saw super high premiums on $ENPH and without thinking of what the catalyst was for high premiums\n\nI just sold a few $42 puts.\n\nNormally when you see high premiums, there’s a reason and you need to spend a few min digging around why it’s jacked up. I didn’t", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": 0.013728625643693038, "ret_signed_m1d": -0.013728625643693038, "alpha_spy_m1d": -0.011374415146890415, "alpha_c_m1d": -0.011374415146890415, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": 0.0023542104968026223, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003120791409849666, "ret_signed_p1d": -0.0003120791409849666, "alpha_spy_p1d": 0.009565511466679943, "alpha_c_p1d": 0.009565511466679943, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.00987759060766491, "ret_p1w": 0.06521061473758638, "ret_signed_p1w": -0.06521061473758638, "alpha_spy_p1w": -0.030496316265523182, "alpha_c_p1w": -0.030496316265523182, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.0347142984720632, "ret_p1m": 0.19687992273006172, "ret_signed_p1m": -0.19687992273006172, "alpha_spy_p1m": -0.13884324975670137, "alpha_c_p1m": -0.13884324975670137, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.05803667297336035, "ret_p3m": 0.3372855422970191, "ret_signed_p3m": -0.3372855422970191, "alpha_spy_p3m": -0.22807773501185347, "alpha_c_p3m": -0.22807773501185347, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.10920780728516566, "ret_p6m": 0.4842433955448382, "ret_signed_p6m": -0.4842433955448382, "alpha_spy_p6m": -0.33559750012241785, "alpha_c_p6m": -0.33559750012241785, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.14864589542242035, "ret_p1y": 0.9291732699811883, "ret_signed_p1y": -0.9291732699811883, "alpha_spy_p1y": -0.6784129361071825, "alpha_c_p1y": -0.6784129361071825, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.25076033387400587, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19687992273006172, "alpha_spy_stated": -0.13884324975670137, "alpha_c_stated": -0.13884324975670137, "price_path": [0.0025, -0.0215, -0.0243, -0.0324, -0.0496, -0.039, -0.0303, -0.053, -0.0989, -0.1367, -0.1878, -0.1273, -0.1669, -0.1351, -0.1061, -0.1173, -0.1317, -0.1214, -0.1214, -0.1385, -0.0998, -0.1173, -0.0952, -0.0677, -0.0705, -0.0761, -0.1145, -0.1014, -0.0842, -0.0998, -0.0858, -0.0764, -0.0412, -0.0106, 0.0306, 0.0833, 0.1002, 0.1126, 0.0964, 0.0693, 0.0758, 0.0599, -0.019, -0.01, -0.01, -0.0037, -0.0115, -0.0037, 0.0094, -0.0072, 0.0324, 0.0334, 0.0399, 0.048, 0.054, 0.0708, 0.0777, 0.068, 0.0911, 0.1039, 0.0028, 0.0137, 0.0137, 0.0, 0.0003, 0.0424, 0.0443, 0.0705, 0.0652, 0.069, 0.0995, 0.1557, 0.2084, 0.2084, 0.2028, 0.1881, 0.2037, 0.2144, 0.1888, 0.195, 0.1956, 0.1816, 0.1847, 0.1853, 0.1969, 0.2518, 0.2253, 0.2209, 0.2203, 0.2069, 0.1988, 0.1719, 0.1482, 0.1376, 0.1448, 0.1376, 0.1254, 0.1382, 0.1466, 0.142, 0.1507, 0.1622, 0.1426, 0.2431, 0.3008, 0.2793, 0.2802, 0.2362, 0.307, 0.3002, 0.3045, 0.278, 0.2936, 0.2964, 0.2964, 0.2786, 0.297, 0.3111, 0.3741, 0.352, 0.3095, 0.3076, 0.3061, 0.3036, 0.3214, 0.3314, 0.3373, 0.3357, 0.347, 0.3694, 0.322, 0.3526, 0.3638, 0.3548, 0.3672, 0.3613, 0.4066, 0.4409, 0.4346, 0.4427, 0.4253, 0.4396, 0.4833, 0.4025, 0.4452, 0.463, 0.5267, 0.4986, 0.4527, 0.4739, 0.4605, 0.4337, 0.4518, 0.5008, 0.5261, 0.5117, 0.5164, 0.4892, 0.5326, 0.5332, 0.4955, 0.6, 0.5676, 0.5722, 0.6493, 0.6178, 0.5778, 0.5126, 0.5448, 0.5214, 0.5045, 0.4858, 0.4246, 0.4334, 0.4496, 0.469, 0.4945, 0.4945, 0.5261, 0.4864, 0.4861, 0.4783, 0.4989, 0.488, 0.4849, 0.4811, 0.522, 0.5363, 0.4927, 0.4842]}
{"unit_id": "quote:1933214034582520189", "ticker_idx": 0, "ts": "2025-06-12T17:25:17+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Contrasting with $RKLB, Rocket Lab still checks all the marks for me.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains bullish on Rocket Lab after dismissing VOYG; says RKLB still checks all the marks.", "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": "Following up on $VOYG, the company is not interesting to me.\n\n> The company is a holding company, founded by CEO who was a angel investor, which acquired multiple companies in doing different things within space & defense industry. I can't explain to you what they actually do because they do not connect with each other. Their number one customer is the government & nasa, so they want to position what the govt wants to do like a consulting/contract company. I don't see product or roadmap..\n\n> I don't see any technology moat, no tech team. Just made up of pilots, and ex govt people. \n\n> The CEO controls 70% of company through special class B shares.\n\n> The big plus I saw was they could potentially replace the space station (ISS) with their StarLab, in which they are the lead partner in charge of all the deals, and program management. This is still a long way to speculate on.\n\nOverall, I don't see a strong narrative with team, technology, or product to make it exciting.  Sold all shares I bought yesterday for break even this morning.\n\nContrasting with $RKLB, Rocket Lab still checks all the marks for me.", "reply_text": null, "parent_text": null, "quoted_text": "No one is talking about $VOYG IPO today, space company? Bought 100 share as placeholder and research  tonight.", "parent_author": null, "ret_m1d": 0.03636367445806554, "ret_signed_m1d": 0.03636367445806554, "alpha_spy_m1d": 0.040322114984426505, "alpha_c_m1d": 0.03372223992807655, "bench_spy_m1d": -0.003958440526360962, "bench_c_m1d": 0.002641434529988995, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03749999187209374, "ret_signed_p1d": -0.03749999187209374, "alpha_spy_p1d": -0.026319932086960596, "alpha_c_p1d": -0.029089040177629477, "bench_spy_p1d": -0.011180059785133145, "bench_c_p1d": -0.008410951694464264, "ret_p1w": 0.05492427211709838, "ret_signed_p1w": 0.05492427211709838, "alpha_spy_p1w": 0.06537554745911911, "alpha_c_p1w": 0.06639380068267398, "bench_spy_p1w": -0.010451275342020727, "bench_c_p1w": -0.011469528565575593, "ret_p1m": 0.4784090660327718, "ret_signed_p1m": 0.4784090660327718, "alpha_spy_p1m": 0.4424444917842558, "alpha_c_p1m": 0.4311607722645616, "bench_spy_p1m": 0.03596457424851596, "bench_c_p1m": 0.04724829376821016, "ret_p3m": 0.7814393734417449, "ret_signed_p3m": 0.7814393734417449, "alpha_spy_p3m": 0.701103831201618, "alpha_c_p3m": 0.7338423654870527, "bench_spy_p3m": 0.08033554224012684, "bench_c_p3m": 0.04759700795469213, "ret_p6m": 0.8581439778030855, "ret_signed_p6m": 0.8581439778030855, "alpha_spy_p6m": 0.7159100428150864, "alpha_c_p6m": 0.7759038964910407, "bench_spy_p6m": 0.14223393498799908, "bench_c_p6m": 0.08224008131204474, "ret_p1y": 3.6359848923536484, "ret_signed_p1y": 3.6359848923536484, "alpha_spy_p1y": 3.36520133682256, "alpha_c_p1y": 3.4214468944687786, "bench_spy_p1y": 0.27078355553108846, "bench_c_p1y": 0.2145379978848696, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4784090660327718, "alpha_spy_stated": 0.4424444917842558, "alpha_c_stated": 0.4311607722645616, "price_path": [-0.2765, -0.3189, -0.2886, -0.2981, -0.2826, -0.2345, -0.2322, -0.2636, -0.3023, -0.2947, -0.3227, -0.3125, -0.2674, -0.3223, -0.3799, -0.3364, -0.3492, -0.2201, -0.2564, -0.2564, -0.2754, -0.2019, -0.2434, -0.2523, -0.2523, -0.2936, -0.2788, -0.2314, -0.1712, -0.1523, -0.1413, -0.1515, -0.1746, -0.1621, -0.1292, -0.1485, -0.1527, -0.1557, -0.125, -0.2231, -0.1947, -0.1731, -0.086, -0.0447, -0.0314, -0.0227, -0.0152, -0.0466, -0.022, -0.0371, -0.0371, 0.0894, 0.0958, 0.036, 0.0148, 0.0076, 0.0121, 0.0193, 0.0019, 0.0955, 0.1227, 0.0292, 0.0364, 0.0, -0.0375, 0.0057, 0.0008, 0.0549, 0.0549, 0.1379, 0.2417, 0.2674, 0.2254, 0.3689, 0.3402, 0.3549, 0.3004, 0.3515, 0.3508, 0.3508, 0.4727, 0.4674, 0.4826, 0.4811, 0.4784, 0.6367, 0.6894, 0.8064, 0.9443, 0.9466, 0.7875, 0.7758, 0.8617, 0.8231, 0.7966, 0.7087, 0.6587, 0.7591, 0.7394, 0.6973, 0.6871, 0.6951, 0.6705, 0.6746, 0.6928, 0.7053, 0.6451, 0.6288, 0.6216, 0.6769, 0.7034, 0.55, 0.5413, 0.5731, 0.6811, 0.7886, 0.8231, 0.7519, 0.8148, 0.8409, 0.8409, 0.8678, 0.6489, 0.6284, 0.7364, 0.808, 0.7814, 0.7489, 0.8345, 1.0205, 1.047, 0.7896, 0.8212, 0.7871, 0.8102, 0.8867, 1.0042, 0.8443, 0.7663, 0.7523, 0.7807, 0.8148, 0.817, 0.9875, 1.1273, 1.2159, 1.3299, 1.4739, 1.5159, 1.4341, 1.478, 1.5769, 1.6239, 1.5379, 1.5102, 1.5511, 1.4773, 1.2941, 1.408, 1.4455, 1.4856, 1.4148, 1.5061, 1.3076, 1.3856, 1.3235, 1.1428, 1.1371, 0.8792, 0.9561, 0.9659, 0.9409, 0.8928, 0.714, 0.725, 0.6405, 0.6205, 0.6523, 0.4955, 0.5265, 0.608, 0.6136, 0.5883, 0.5883, 0.5962, 0.5292, 0.5871, 0.6939, 0.8701, 0.8581]}
{"unit_id": "reply:1931040682220958006", "ticker_idx": 0, "ts": "2025-06-06T17:29:10+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i like the company. it's undervalued. more people need to talk about it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; author endorses undervaluation thesis in own words.", "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": "@WealthyBeaver_ i like the company. it's undervalued. more people need to talk about it.", "reply_text": null, "parent_text": "$MU's market is waking up to how undervalued this stock is.\n\nHolding 108 shares after losing 100 to a covered call, but hey, profit’s profit.", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": -0.020910169763042386, "ret_signed_m1d": -0.020910169763042386, "alpha_spy_m1d": -0.010745519893624489, "alpha_c_m1d": -0.015251943902044318, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.005658225860998067, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022015402673495554, "ret_signed_p1d": 0.022015402673495554, "alpha_spy_p1d": 0.0211140705924886, "alpha_c_p1d": 0.0052782559901101145, "bench_spy_p1d": 0.0009013320810069558, "bench_c_p1d": 0.01673714668338544, "ret_p1w": 0.06484890172014501, "ret_signed_p1w": 0.06484890172014501, "alpha_spy_p1w": 0.0684206560698083, "alpha_c_p1w": 0.04799305015067268, "bench_spy_p1w": -0.003571754349663281, "bench_c_p1w": 0.016855851569472335, "ret_p1m": 0.10568242866355226, "ret_signed_p1m": 0.10568242866355226, "alpha_spy_p1m": 0.06666833410250517, "alpha_c_p1m": -0.0012697046812801815, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.10695213334483245, "ret_p3m": 0.09461812367816225, "ret_signed_p3m": 0.09461812367816225, "alpha_spy_p3m": 0.017001706438577235, "alpha_c_p3m": -0.03872573966683479, "bench_spy_p3m": 0.07761641723958501, "bench_c_p3m": 0.13334386334499704, "ret_p6m": 1.2184696543154945, "ret_signed_p6m": 1.2184696543154945, "alpha_spy_p6m": 1.0765451300561286, "alpha_c_p6m": 0.821880384849589, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.39658926946590545, "ret_p1y": 7.272148370174195, "ret_signed_p1y": 7.272148370174195, "alpha_spy_p1y": 7.005008003998869, "alpha_c_p1y": 5.882192160164418, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 1.3899562100097773, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10568242866355226, "alpha_spy_stated": 0.06666833410250517, "alpha_c_stated": -0.0012697046812801815, "price_path": [-0.1808, -0.1202, -0.1271, -0.0728, -0.0514, -0.0642, -0.0611, -0.0524, -0.1286, -0.1082, -0.1336, -0.1524, -0.1614, -0.1864, -0.1996, -0.1828, -0.1839, -0.3152, -0.4038, -0.3702, -0.3963, -0.2827, -0.3547, -0.3593, -0.3458, -0.3456, -0.3614, -0.3662, -0.3662, -0.3852, -0.3533, -0.3282, -0.2868, -0.2651, -0.2763, -0.2918, -0.2912, -0.2836, -0.2564, -0.2592, -0.2584, -0.2389, -0.2156, -0.2091, -0.1499, -0.1071, -0.122, -0.1208, -0.0973, -0.0913, -0.0964, -0.1172, -0.1265, -0.1399, -0.1399, -0.1122, -0.114, -0.1083, -0.1299, -0.0956, -0.0581, -0.0489, -0.0209, 0.0, 0.022, 0.0514, 0.0688, 0.0702, 0.0648, 0.1039, 0.1085, 0.1221, 0.1221, 0.1385, 0.1245, 0.1782, 0.1722, 0.1606, 0.1492, 0.1353, 0.1136, 0.1214, 0.1265, 0.1265, 0.1057, 0.1472, 0.1271, 0.1351, 0.1482, 0.0936, 0.1074, 0.0735, 0.0443, 0.0547, 0.044, 0.007, 0.0127, 0.0302, 0.0258, 0.0257, 0.0323, 0.0579, 0.0063, -0.033, -0.0063, 0.0056, 0.003, 0.0315, 0.0962, 0.1407, 0.1779, 0.1458, 0.1552, 0.1144, 0.1392, 0.1253, 0.0807, 0.0676, 0.085, 0.0734, 0.0741, 0.0857, 0.1249, 0.0973, 0.0973, 0.0924, 0.0946, 0.1452, 0.2113, 0.2121, 0.2469, 0.2908, 0.3883, 0.4497, 0.4547, 0.4643, 0.4751, 0.5572, 0.5004, 0.5178, 0.5343, 0.491, 0.446, 0.4501, 0.5112, 0.5427, 0.6795, 0.6942, 0.7329, 0.7618, 0.7132, 0.8133, 0.7744, 0.6754, 0.7785, 0.7258, 0.7708, 0.8685, 0.8671, 0.9076, 0.8663, 0.8311, 0.9071, 1.0207, 1.0306, 1.0473, 1.0909, 1.0667, 1.0645, 1.1653, 1.0115, 1.1912, 1.1988, 1.195, 1.3369, 1.2245, 1.2594, 1.1861, 1.2772, 1.2322, 1.1081, 1.0843, 0.8578, 0.9132, 1.066, 1.0715, 1.1244, 1.1244, 1.1818, 1.2185]}
{"unit_id": "reply:1923138449965482004", "ticker_idx": 0, "ts": "2025-05-15T22:08:31+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$90 by year end", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish RKLB to $90 by year-end, topping the parent's $50 target.", "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": "reply_other", "lang": "en", "tweet_text": "@SpaceInvestor_D $90 by year end.", "reply_text": null, "parent_text": "$RKLB\n\n$50 by year-end", "quoted_text": null, "parent_author": "SpaceInvestor_D", "ret_m1d": -0.01368793060801532, "ret_signed_m1d": -0.01368793060801532, "alpha_spy_m1d": -0.007393857775723212, "alpha_c_m1d": -0.0024205463865581978, "bench_spy_m1d": -0.006294072832292108, "bench_c_m1d": -0.011267384221457122, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008994898122070882, "ret_signed_p1d": 0.008994898122070882, "alpha_spy_p1d": 0.007900870038370922, "alpha_c_p1d": 0.005587005249394039, "bench_spy_p1d": 0.0010940280836999605, "bench_c_p1d": 0.003407892872676843, "ret_p1w": -0.005866234662514902, "ret_signed_p1w": -0.005866234662514902, "alpha_spy_p1w": 0.019529112275529337, "alpha_c_p1w": 0.014651313931792642, "bench_spy_p1w": -0.02539534693804424, "bench_c_p1w": -0.020517548594307544, "ret_p1m": 0.038326146027866326, "ret_signed_p1m": 0.038326146027866326, "alpha_spy_p1m": 0.024054824146533926, "alpha_c_p1m": 0.03936942034798596, "bench_spy_p1m": 0.0142713218813324, "bench_c_p1m": -0.001043274320119636, "ret_p3m": 0.6816582132655986, "ret_signed_p3m": 0.6816582132655986, "alpha_spy_p3m": 0.5931415186866156, "alpha_c_p3m": 0.6179213331733557, "bench_spy_p3m": 0.08851669457898304, "bench_c_p3m": 0.06373688009224288, "ret_p6m": 1.0297224147556134, "ret_signed_p6m": 1.0297224147556134, "alpha_spy_p6m": 0.8763238029202773, "alpha_c_p6m": 0.9495422116513657, "bench_spy_p6m": 0.1533986118353361, "bench_c_p6m": 0.08018020310424778, "ret_p1y": 2.080172196958327, "ret_signed_p1y": 2.080172196958327, "alpha_spy_p1y": 1.8481508501298627, "alpha_c_p1y": 1.8648879693985907, "bench_spy_p1y": 0.23202134682846443, "bench_c_p1y": 0.21528422755973642, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.038326146027866326, "alpha_spy_stated": 0.024054824146533926, "alpha_c_stated": 0.03936942034798596, "price_path": [0.0849, 0.0141, -0.0121, -0.079, -0.1205, -0.2069, -0.1689, -0.2245, -0.1987, -0.2702, -0.2571, -0.2022, -0.2702, -0.2648, -0.3305, -0.3027, -0.2792, -0.3129, -0.2644, -0.253, -0.2968, -0.2655, -0.2753, -0.2593, -0.2096, -0.2073, -0.2397, -0.2796, -0.2718, -0.3007, -0.2902, -0.2436, -0.3004, -0.3598, -0.3148, -0.3281, -0.1948, -0.2323, -0.2323, -0.2519, -0.176, -0.2188, -0.228, -0.228, -0.2706, -0.2554, -0.2065, -0.1443, -0.1248, -0.1134, -0.124, -0.1478, -0.1349, -0.1009, -0.1208, -0.1251, -0.1283, -0.0966, -0.1979, -0.1686, -0.1463, -0.0563, -0.0137, 0.0, 0.009, 0.0168, -0.0156, 0.0098, -0.0059, -0.0059, 0.1248, 0.1314, 0.0696, 0.0477, 0.0403, 0.045, 0.0524, 0.0344, 0.131, 0.1592, 0.0626, 0.07, 0.0325, -0.0063, 0.0383, 0.0332, 0.0892, 0.0892, 0.1748, 0.282, 0.3086, 0.2652, 0.4134, 0.3837, 0.3989, 0.3426, 0.3954, 0.3946, 0.3946, 0.5205, 0.5151, 0.5307, 0.5291, 0.5264, 0.6899, 0.7442, 0.8651, 1.0074, 1.0098, 0.8455, 0.8334, 0.9222, 0.8823, 0.8549, 0.7642, 0.7126, 0.8162, 0.7959, 0.7524, 0.7419, 0.7501, 0.7247, 0.729, 0.7478, 0.7607, 0.6985, 0.6817, 0.6742, 0.7313, 0.7587, 0.6003, 0.5913, 0.6242, 0.7356, 0.8467, 0.8823, 0.8088, 0.8737, 0.9007, 0.9007, 0.9284, 0.7024, 0.6813, 0.7927, 0.8666, 0.8393, 0.8056, 0.894, 1.086, 1.1134, 0.8477, 0.8803, 0.8451, 0.869, 0.948, 1.0692, 0.9042, 0.8236, 0.8092, 0.8385, 0.8737, 0.876, 1.052, 1.1963, 1.2878, 1.4056, 1.5542, 1.5976, 1.5131, 1.5585, 1.6605, 1.709, 1.6203, 1.5917, 1.6339, 1.5577, 1.3686, 1.4861, 1.5248, 1.5663, 1.4932, 1.5874, 1.3825, 1.463, 1.3989, 1.2124, 1.2065, 0.9402, 1.0196, 1.0297]}
{"unit_id": "quote:1937712758205587542", "ticker_idx": 0, "ts": "2025-06-25T03:21:37+00:00", "symbol": "CEPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there's no better risk/reward than $CEPI ETF. You will hold 25 companies, and earn up to 42% dividends, highly de-risking your position", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Recommends CEPI ETF for crypto/Bitcoin treasury exposure with 42% yield; also holds AIPI as a similar play.", "resolved_tickers": ["CEPI"], "resolution_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": "If you insist on having exposure to crypto companies, and Bitcoin treasuries, there's no better risk/reward than $CEPI ETF. You will hold 25 companies, and earn up to 42% dividends, highly de-risking your position.\n\nI don't own it, but holding similar ETF with $AIPI. https://t.co/v7PAuFCot0", "reply_text": null, "parent_text": null, "quoted_text": "🎉June Distribution News for $CEPI Holders!\n\n🥇Distribution for $CEPI\n📅Payout Date: 6/25/25\n💰Amount: $1.3797\n\n🔗CEPI Prospectus: https://t.co/xkP8zwq0t8\n🔗CEPI Fund Info and Standardized Performance: https://t.co/2iaIAhhuT6 https://t.co/0ZLhMkWmtX", "parent_author": null, "ret_m1d": -0.0015245043688721927, "ret_signed_m1d": -0.0015245043688721927, "alpha_spy_m1d": -0.00096443380201372, "alpha_c_m1d": -0.00096443380201372, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": -0.0005600705668584727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01143291975812466, "ret_signed_p1d": 0.01143291975812466, "alpha_spy_p1d": 0.0036091100300545964, "alpha_c_p1d": 0.0036091100300545964, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.007823809728070064, "ret_p1w": 0.035568963829663236, "ret_signed_p1w": 0.035568963829663236, "alpha_spy_p1w": 0.013612876208198621, "alpha_c_p1w": 0.013612876208198621, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.021956087621464615, "ret_p1m": 0.059069977540925134, "ret_signed_p1m": 0.059069977540925134, "alpha_spy_p1m": 0.014103629548650964, "alpha_c_p1m": 0.014103629548650964, "bench_spy_p1m": 0.04496634799227417, "bench_c_p1m": 0.04496634799227417, "ret_p3m": 0.13565550199869159, "ret_signed_p3m": 0.13565550199869159, "alpha_spy_p3m": 0.03424440877957058, "alpha_c_p3m": 0.03424440877957058, "bench_spy_p3m": 0.101411093219121, "bench_c_p3m": 0.101411093219121, "ret_p6m": 0.042926110585754795, "ret_signed_p6m": 0.042926110585754795, "alpha_spy_p6m": -0.07439068179354491, "alpha_c_p6m": -0.07439068179354491, "bench_spy_p6m": 0.1173167923792997, "bench_c_p6m": 0.1173167923792997, "ret_p1y": 0.2848800134226577, "ret_signed_p1y": 0.2848800134226577, "alpha_spy_p1y": 0.05276501822950652, "alpha_c_p1y": 0.05276501822950652, "bench_spy_p1y": 0.23211499519315115, "bench_c_p1y": 0.23211499519315115, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.059069977540925134, "alpha_spy_stated": 0.014103629548650964, "alpha_c_stated": 0.014103629548650964, "price_path": [-0.1531, -0.1581, -0.1364, -0.1209, -0.1775, -0.2232, -0.2255, -0.2513, -0.1663, -0.2051, -0.1807, -0.1714, -0.1796, -0.2031, -0.1935, -0.1935, -0.2088, -0.1743, -0.157, -0.1415, -0.1294, -0.1319, -0.1276, -0.1314, -0.1215, -0.1125, -0.1153, -0.1146, -0.1085, -0.0985, -0.091, -0.0832, -0.0725, -0.0803, -0.086, -0.0668, -0.0633, -0.0647, -0.0758, -0.0692, -0.0825, -0.0825, -0.0609, -0.0718, -0.0736, -0.0822, -0.0694, -0.0483, -0.0412, -0.0564, -0.0329, -0.027, -0.0191, -0.0147, -0.0226, -0.0361, -0.0164, -0.0302, -0.0314, -0.0314, -0.0309, -0.0285, -0.0015, 0.0, 0.0114, 0.0137, 0.0236, 0.0206, 0.0356, 0.0386, 0.0386, 0.029, 0.0333, 0.0343, 0.0391, 0.033, 0.0427, 0.0419, 0.0507, 0.0619, 0.0612, 0.0595, 0.0597, 0.0549, 0.0591, 0.0606, 0.0613, 0.0498, 0.0498, 0.0498, 0.0085, 0.034, 0.0285, 0.0374, 0.0435, 0.0429, 0.0471, 0.0551, 0.0521, 0.054, 0.0534, 0.0685, 0.0443, 0.0501, 0.0419, 0.0663, 0.0625, 0.0724, 0.0677, 0.0745, 0.0669, 0.0669, 0.0718, 0.0637, 0.0636, 0.0575, 0.0614, 0.0757, 0.0863, 0.0923, 0.0966, 0.0997, 0.1019, 0.1085, 0.1206, 0.125, 0.1357, 0.13, 0.1342, 0.1112, 0.1178, 0.1526, 0.1509, 0.1605, 0.1754, 0.1804, 0.196, 0.1941, 0.2023, 0.2031, 0.1841, 0.2009, 0.1987, 0.2055, 0.1711, 0.1764, 0.2006, 0.1834, 0.1475, 0.1767, 0.2122, 0.2316, 0.2319, 0.207, 0.1849, 0.1995, 0.2089, 0.1734, 0.2002, 0.1535, 0.1426, 0.158, 0.1254, 0.1181, 0.0534, 0.0496, 0.0248, 0.0159, 0.0147, -0.0136, -0.0124, 0.0297, 0.035, 0.0564, 0.0564, 0.0761, 0.0707, 0.0561, 0.0776, 0.0796, 0.0798, 0.0834, 0.097, 0.0944, 0.1007, 0.0834, 0.051, 0.0546, 0.0289, 0.0429]}
{"unit_id": "quote:1937712758205587542", "ticker_idx": 1, "ts": "2025-06-25T03:21:37+00:00", "symbol": "AIPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "holding similar ETF with $AIPI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Recommends CEPI ETF for crypto/Bitcoin treasury exposure with 42% yield; also holds AIPI as a similar play.", "resolved_tickers": ["AIPI"], "resolution_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": "If you insist on having exposure to crypto companies, and Bitcoin treasuries, there's no better risk/reward than $CEPI ETF. You will hold 25 companies, and earn up to 42% dividends, highly de-risking your position.\n\nI don't own it, but holding similar ETF with $AIPI. https://t.co/v7PAuFCot0", "reply_text": null, "parent_text": null, "quoted_text": "🎉June Distribution News for $CEPI Holders!\n\n🥇Distribution for $CEPI\n📅Payout Date: 6/25/25\n💰Amount: $1.3797\n\n🔗CEPI Prospectus: https://t.co/xkP8zwq0t8\n🔗CEPI Fund Info and Standardized Performance: https://t.co/2iaIAhhuT6 https://t.co/0ZLhMkWmtX", "parent_author": null, "ret_m1d": -0.0049869484617838244, "ret_signed_m1d": -0.0049869484617838244, "alpha_spy_m1d": -0.004426877894925352, "alpha_c_m1d": -0.004426877894925352, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": -0.0005600705668584727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006525337305587131, "ret_signed_p1d": 0.006525337305587131, "alpha_spy_p1d": -0.0012984724224829325, "alpha_c_p1d": -0.0012984724224829325, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.007823809728070064, "ret_p1w": 0.0051270992077288025, "ret_signed_p1w": 0.0051270992077288025, "alpha_spy_p1w": -0.016828988413735813, "alpha_c_p1w": -0.016828988413735813, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.021956087621464615, "ret_p1m": 0.03224361604716175, "ret_signed_p1m": 0.03224361604716175, "alpha_spy_p1m": -0.01272273194511242, "alpha_c_p1m": -0.01272273194511242, "bench_spy_p1m": 0.04496634799227417, "bench_c_p1m": 0.04496634799227417, "ret_p3m": 0.06895984212314565, "ret_signed_p3m": 0.06895984212314565, "alpha_spy_p3m": -0.03245125109597535, "alpha_c_p3m": -0.03245125109597535, "bench_spy_p3m": 0.101411093219121, "bench_c_p3m": 0.101411093219121, "ret_p6m": 0.10117415728812262, "ret_signed_p6m": 0.10117415728812262, "alpha_spy_p6m": -0.016142635091177082, "alpha_c_p6m": -0.016142635091177082, "bench_spy_p6m": 0.1173167923792997, "bench_c_p6m": 0.1173167923792997, "ret_p1y": 0.19023810575410116, "ret_signed_p1y": 0.19023810575410116, "alpha_spy_p1y": -0.04187688943904999, "alpha_c_p1y": -0.04187688943904999, "bench_spy_p1y": 0.23211499519315115, "bench_c_p1y": 0.23211499519315115, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03224361604716175, "alpha_spy_stated": -0.01272273194511242, "alpha_c_stated": -0.01272273194511242, "price_path": [-0.1376, -0.1416, -0.1348, -0.1277, -0.1807, -0.2381, -0.2287, -0.2385, -0.1606, -0.1834, -0.1719, -0.1636, -0.1595, -0.1822, -0.1847, -0.1847, -0.2056, -0.1881, -0.1646, -0.1362, -0.1261, -0.1237, -0.1191, -0.12, -0.1138, -0.1013, -0.1019, -0.1033, -0.1022, -0.0929, -0.0947, -0.0828, -0.0754, -0.0718, -0.0714, -0.0648, -0.0663, -0.0685, -0.0809, -0.0782, -0.0819, -0.0819, -0.0652, -0.0699, -0.0715, -0.069, -0.0591, -0.0493, -0.0484, -0.0543, -0.0412, -0.0337, -0.0297, -0.0315, -0.0281, -0.0333, -0.0244, -0.0249, -0.022, -0.022, -0.0267, -0.017, -0.005, 0.0, 0.0065, 0.0033, 0.0098, 0.0014, 0.0051, 0.0121, 0.0121, 0.0098, 0.0163, 0.02, 0.0144, 0.011, 0.0142, 0.0156, 0.0177, 0.0233, 0.0252, 0.0291, 0.0221, 0.0296, 0.0322, 0.0358, 0.0421, 0.0402, 0.0397, 0.0291, 0.013, 0.0262, 0.0253, 0.0313, 0.0272, 0.0272, 0.0282, 0.0358, 0.0342, 0.0322, 0.0303, 0.033, 0.0122, 0.0057, 0.0034, 0.0179, 0.0164, 0.0202, 0.0235, 0.0363, 0.0237, 0.0237, 0.0163, 0.0166, 0.0247, 0.0245, 0.0339, 0.0405, 0.0339, 0.0403, 0.0418, 0.047, 0.0455, 0.0457, 0.0618, 0.0672, 0.069, 0.0648, 0.0634, 0.0606, 0.0637, 0.0678, 0.0703, 0.0782, 0.0842, 0.0796, 0.0889, 0.0879, 0.0942, 0.0981, 0.0779, 0.0951, 0.0909, 0.0927, 0.0869, 0.0925, 0.1103, 0.1121, 0.1003, 0.1136, 0.1271, 0.1403, 0.1436, 0.146, 0.1403, 0.1468, 0.151, 0.1282, 0.1274, 0.1162, 0.1159, 0.1377, 0.1329, 0.1301, 0.1041, 0.1114, 0.1004, 0.085, 0.0858, 0.0551, 0.0588, 0.0858, 0.0869, 0.0909, 0.0909, 0.1041, 0.1044, 0.1187, 0.1187, 0.1241, 0.1311, 0.1365, 0.1403, 0.1449, 0.1422, 0.1228, 0.1063, 0.1114, 0.0858, 0.1012]}
{"unit_id": "quote:1923385898734862766", "ticker_idx": 0, "ts": "2025-05-16T14:31:47+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought 2000 shares a few days ago on anticipation for ceo upcoming announcement. $achr", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 2000 shares long, bought ahead of CEO announcement.", "resolved_tickers": ["ACHR"], "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 bought 2000 shares a few days ago on anticipation for ceo upcoming announcement. $achr", "reply_text": null, "parent_text": null, "quoted_text": "$ACHR JUMPS 13% AFTER BEING SELECTED FOR LA 2028 OLYMPICS AIR TAXI SERVICE -- POSITION OFFICIALLY A DOUBLE  😏 https://t.co/BpNvAvn2Xs", "parent_author": null, "ret_m1d": -0.0834586913107579, "ret_signed_m1d": -0.0834586913107579, "alpha_spy_m1d": -0.07716461847846579, "alpha_c_m1d": -0.07219130708930077, "bench_spy_m1d": -0.006294072832292108, "bench_c_m1d": -0.011267384221457122, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1436090090241252, "ret_signed_p1d": -0.1436090090241252, "alpha_spy_p1d": -0.14470303710782517, "alpha_c_p1d": -0.14701690189680205, "bench_spy_p1d": 0.0010940280836999605, "bench_c_p1d": 0.003407892872676843, "ret_p1w": -0.20375939844232716, "ret_signed_p1w": -0.20375939844232716, "alpha_spy_p1w": -0.17836405150428292, "alpha_c_p1w": -0.1832418498480196, "bench_spy_p1w": -0.02539534693804424, "bench_c_p1w": -0.020517548594307544, "ret_p1m": -0.21954887476829477, "ret_signed_p1m": -0.21954887476829477, "alpha_spy_p1m": -0.23382019664962717, "alpha_c_p1m": -0.21850560044817513, "bench_spy_p1m": 0.0142713218813324, "bench_c_p1m": -0.001043274320119636, "ret_p3m": -0.23308273210621977, "ret_signed_p3m": -0.23308273210621977, "alpha_spy_p3m": -0.3215994266852028, "alpha_c_p3m": -0.29681961219846265, "bench_spy_p3m": 0.08851669457898304, "bench_c_p3m": 0.06373688009224288, "ret_p6m": -0.36466167758767154, "ret_signed_p6m": -0.36466167758767154, "alpha_spy_p6m": -0.5180602894230076, "alpha_c_p6m": -0.4448418806919193, "bench_spy_p6m": 0.1533986118353361, "bench_c_p6m": 0.08018020310424778, "ret_p1y": -0.5609022504634105, "ret_signed_p1y": -0.5609022504634105, "alpha_spy_p1y": -0.7929235972918749, "alpha_c_p1y": -0.7761864780231469, "bench_spy_p1y": 0.23202134682846443, "bench_c_p1y": 0.21528422755973642, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21954887476829477, "alpha_spy_stated": -0.23382019664962717, "alpha_c_stated": -0.21850560044817513, "price_path": [-0.1977, -0.2436, -0.2383, -0.3135, -0.3722, -0.4158, -0.3827, -0.4045, -0.3323, -0.4075, -0.4, -0.3887, -0.4316, -0.4346, -0.4887, -0.488, -0.4376, -0.4549, -0.406, -0.3752, -0.3902, -0.3714, -0.3774, -0.3444, -0.3286, -0.3391, -0.3887, -0.409, -0.4541, -0.4654, -0.4767, -0.4586, -0.4782, -0.5338, -0.4992, -0.5188, -0.4414, -0.4722, -0.4714, -0.4549, -0.4647, -0.4699, -0.4564, -0.4564, -0.4632, -0.4481, -0.3947, -0.3564, -0.3541, -0.3586, -0.3241, -0.3737, -0.3624, -0.3015, -0.3466, -0.3586, -0.3564, -0.3414, -0.3376, -0.3173, -0.1609, -0.1098, -0.0835, 0.0, -0.1436, -0.1511, -0.1865, -0.203, -0.2038, -0.2038, -0.1789, -0.1767, -0.203, -0.2414, -0.2684, -0.2692, -0.2752, -0.2962, -0.2338, -0.1534, -0.1444, -0.085, -0.118, -0.2489, -0.2195, -0.2541, -0.2331, -0.2331, -0.2451, -0.2481, -0.1932, -0.2534, -0.2038, -0.2128, -0.1842, -0.2571, -0.2496, -0.2353, -0.2353, -0.2466, -0.2203, -0.2143, -0.1895, -0.2098, -0.188, -0.1534, -0.091, 0.0075, -0.0008, -0.109, -0.1737, -0.1459, -0.1737, -0.1571, -0.1887, -0.2338, -0.2368, -0.2459, -0.2752, -0.2158, -0.2233, -0.2594, -0.2632, -0.2692, -0.2827, -0.2293, -0.2331, -0.2489, -0.2617, -0.2594, -0.3015, -0.306, -0.2947, -0.2729, -0.2955, -0.303, -0.312, -0.3083, -0.3271, -0.3271, -0.3534, -0.3692, -0.3647, -0.3609, -0.3602, -0.3662, -0.3797, -0.3617, -0.3421, -0.3143, -0.315, -0.3233, -0.3045, -0.2586, -0.282, -0.2481, -0.2699, -0.2985, -0.3023, -0.2744, -0.2797, -0.2624, -0.2346, -0.1301, 0.0256, -0.0617, -0.0632, -0.0481, -0.1, -0.0398, -0.0211, -0.0203, -0.1075, -0.1549, -0.0992, -0.1421, -0.1835, -0.1797, -0.1511, -0.1474, -0.1624, -0.1594, -0.1759, -0.1564, -0.2165, -0.2812, -0.2805, -0.3323, -0.385, -0.3647]}
{"unit_id": "quote:1934968011741446208", "ticker_idx": 0, "ts": "2025-06-17T13:34:58+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Circle $CRCL has the monopoly in the US, as a fully compliant stable coin, poised to take advantage of the new regulation... As long as Circle continues to execute well, stay ahead of the game, they can diversify their revenue and grow despite rates up/down.", "tweet_type": "analysis", "timeline": "months", "summary": "Long CRCL: US stablecoin monopoly with network-effect moat, all-star team, and GENIUS Act tailwind; rate/competition concerns dismissed.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "We are expecting the GENIUS Act (Guiding and Establishing National Innovation in U.S. Stablecoins Act) to voted in today's afternoon.\n\nCircle $CRCL has the monopoly in the US, as a fully compliant stable coin, poised to take advantage of the new regulation.  I was looking their team page... and I was very impressed. Their tech leader is from top tech, financials, lawyer was former Supreme Court Clerk -- some really heavy hitters. I have confidence that they see a lot things I don't see.\n\nWith that said, there was very good feedback from yesterday post. The most common counter argument was interest rate was going to drop, and every one issue the coin. Let me address it.\n\nBond Rates:\nAs investor in $HOOD, they earned good yield in 2023-2024 though high interests, and a lot of naysayer say HOOD can't be more valuable because yield will drop. Yield did drop, and HOOD stock continue to go up. The insights on HOOD and the same on Circle is why I'm not worried is, yes interest rate goes down, but that's not something you can control (the team knows this).  As long as Circle continues to execute well, stay ahead of the game, they can diversify their revenue and grow despite rates up/down.\n\nEveryone can issue stablecoin:\nIssuing a coin is not difficult. They're right.. that's not their moat. Building facebook and X is easy right?  The moat is network effect. The more people use USDC, the more liquidity, the more trust, more platforms available, more use cases, more chains.  Circle spent the last 10 years building this network and I had a chance to use it as a person in crypto for 8 years. \n\nThe GENIUS Act forbids non-financial company like amazon or walmart to do it and I doubt they trust a small issuer company hold billions of dollars in their name. That leaves JPMorgan. I don't think JPMorgan can catch up to 10 years PURE PLAY stable coin company, operated by all-star team.  How long will JPMorgan to get on Solana, SUI, Ethereum? Do they know what a bridge is?  Circle USD is seamless across these blockchains and it works so well.", "reply_text": null, "parent_text": null, "quoted_text": "GENIUS Act to allow Banks to hold stablecoin is set to vote tomorrow 6/17. Here are some interesting notes. $CRCL\n\nhttps://t.co/okNnqr7w7i", "parent_author": null, "ret_m1d": 0.012805925177811206, "ret_signed_m1d": 0.012805925177811206, "alpha_spy_m1d": 0.004187312537759391, "alpha_c_m1d": 0.007033736861318252, "bench_spy_m1d": 0.008618612640051815, "bench_c_m1d": 0.005772188316492954, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.3381830674187858, "ret_signed_p1d": 0.3381830674187858, "alpha_spy_p1d": 0.3383337804936163, "alpha_c_p1d": 0.33858114670364503, "bench_spy_p1d": -0.00015071307483049967, "bench_c_p1d": -0.00039807928485924293, "ret_p1w": 0.4927925109471458, "ret_signed_p1w": 0.4927925109471458, "alpha_spy_p1w": 0.4743102195780642, "alpha_c_p1w": 0.46260200776487137, "bench_spy_p1w": 0.018482291369081638, "bench_c_p1w": 0.030190503182274453, "ret_p1m": 0.5635266945440951, "ret_signed_p1m": 0.5635266945440951, "alpha_spy_p1m": 0.5157713663966725, "alpha_c_p1m": 0.5247479692937751, "bench_spy_p1m": 0.04775532814742256, "bench_c_p1m": 0.03877872525032, "ret_p3m": -0.15977200923118406, "ret_signed_p3m": -0.15977200923118406, "alpha_spy_p3m": -0.2632368976423949, "alpha_c_p3m": -0.2343017360048827, "bench_spy_p3m": 0.10346488841121082, "bench_c_p3m": 0.07452972677369862, "ret_p6m": -0.4072409837075207, "ret_signed_p6m": -0.4072409837075207, "alpha_spy_p6m": -0.564529291915448, "alpha_c_p6m": -0.4871115495240309, "bench_spy_p6m": 0.15728830820792727, "bench_c_p6m": 0.0798705658165102, "ret_p1y": -0.39296007629497154, "ret_signed_p1y": -0.39296007629497154, "alpha_spy_p1y": -0.6745172707156667, "alpha_c_p1y": -0.4478150148882437, "bench_spy_p1y": 0.28155719442069516, "bench_c_p1y": 0.05485493859327217, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5635266945440951, "alpha_spy_stated": 0.5157713663966725, "alpha_c_stated": 0.5247479692937751, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.442, -0.2779, -0.2273, -0.2899, -0.2142, -0.2857, -0.1045, 0.0128, 0.0, 0.3382, 0.3382, 0.611, 0.7663, 0.4928, 0.3317, 0.4323, 0.2097, 0.2155, 0.2908, 0.1932, 0.2656, 0.2656, 0.3909, 0.3732, 0.3455, 0.3604, 0.256, 0.3724, 0.3096, 0.5635, 0.5761, 0.5004, 0.4489, 0.3296, 0.3571, 0.2945, 0.2931, 0.2428, 0.2178, 0.2772, 0.2304, 0.1271, 0.1051, 0.032, 0.0842, 0.0253, 0.0662, 0.0806, 0.0943, 0.0269, -0.0665, 0.0007, -0.0508, -0.0933, -0.076, -0.1163, -0.0946, -0.1603, -0.1348, -0.1458, -0.1221, -0.1151, -0.1151, -0.1945, -0.2058, -0.2123, -0.2319, -0.246, -0.2089, -0.2377, -0.1036, -0.1598, -0.1012, -0.0961, -0.1214, -0.0585, -0.0336, -0.0772, -0.1219, -0.1178, -0.1642, -0.1486, -0.1039, -0.1111, -0.1349, 0.0038, -0.0226, -0.0043, -0.0029, 0.0088, 0.0089, -0.1087, -0.0783, -0.0985, -0.0984, -0.1387, -0.1519, -0.123, -0.1294, -0.1633, -0.1293, -0.0476, -0.0393, -0.0874, -0.1167, -0.1773, -0.1486, -0.2098, -0.2541, -0.2422, -0.3295, -0.3085, -0.302, -0.3409, -0.4214, -0.4479, -0.451, -0.4865, -0.4864, -0.5326, -0.5513, -0.5218, -0.5123, -0.5299, -0.513, -0.513, -0.4641, -0.4908, -0.4808, -0.4215, -0.4136, -0.4259, -0.4371, -0.4041, -0.4072]}
{"unit_id": "orig:1889802664449548306", "ticker_idx": 0, "ts": "2025-02-12T22:24:00+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Robinhood plans to be the number one wallet share. $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD on its ambition to capture top wallet share in fintech.", "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": "Robinhood plans to be the number one wallet share. $hood\n\nWatchout $xyz CashApp and $pypl Venmo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "quote:1892723936195936466", "ticker_idx": 0, "ts": "2025-02-20T23:52:06+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm finally a $PLTR investor. Better late than never. Only 100 shares at $105.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated a long position in PLTR at $105.", "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": "I'm finally a $PLTR investor. Better late than never. Only 100 shares at $105.", "reply_text": null, "parent_text": null, "quoted_text": "Bought 100 shares", "parent_author": null, "ret_m1d": 0.048544629926182026, "ret_signed_m1d": 0.048544629926182026, "alpha_spy_m1d": 0.03114288068666138, "alpha_c_m1d": 0.03114288068666138, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.017401749239520647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10527872056820808, "ret_signed_p1d": -0.10527872056820808, "alpha_spy_p1d": -0.10072831370130009, "alpha_c_p1d": -0.10072831370130009, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004550406866907997, "ret_p1w": -0.16211150027171484, "ret_signed_p1w": -0.16211150027171484, "alpha_spy_p1w": -0.1525105815603487, "alpha_c_p1w": -0.1525105815603487, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.009600918711366146, "ret_p1m": -0.045387257458081476, "ret_signed_p1m": -0.045387257458081476, "alpha_spy_p1m": -0.005161557277482798, "alpha_c_p1m": -0.005161557277482798, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.04022570018059868, "ret_p3m": 0.18973856582586746, "ret_signed_p3m": 0.18973856582586746, "alpha_spy_p3m": 0.21528541401073886, "alpha_c_p3m": 0.21528541401073886, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.025546848184871407, "ret_p6m": 0.7171189087263188, "ret_signed_p6m": 0.7171189087263188, "alpha_spy_p6m": 0.6384399681541668, "alpha_c_p6m": 0.6384399681541668, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.07867894057215197, "ret_p1y": 0.3765169867512006, "ret_signed_p1y": 0.3765169867512006, "alpha_spy_p1y": 0.20932081035538985, "alpha_c_p1y": 0.20932081035538985, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.16719617639581075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045387257458081476, "alpha_spy_stated": -0.005161557277482798, "alpha_c_stated": -0.005161557277482798, "price_path": [-0.3514, -0.3483, -0.3483, -0.3381, -0.3449, -0.2999, -0.3108, -0.2909, -0.2468, -0.2851, -0.3005, -0.2846, -0.2778, -0.2494, -0.2526, -0.266, -0.2944, -0.2678, -0.2052, -0.2038, -0.1872, -0.1872, -0.1895, -0.2197, -0.2385, -0.2538, -0.2538, -0.2581, -0.2117, -0.2509, -0.3094, -0.3268, -0.3268, -0.3364, -0.3589, -0.3497, -0.3277, -0.3168, -0.2919, -0.2919, -0.279, -0.2415, -0.2207, -0.2207, -0.2556, -0.2084, -0.213, -0.1986, -0.1861, -0.1738, 0.0245, 0.0001, 0.098, 0.0937, 0.151, 0.1112, 0.1583, 0.1634, 0.1757, 0.1757, 0.2296, 0.1057, 0.0485, 0.0, -0.1053, -0.1333, -0.1188, -0.1636, -0.1621, -0.1769, -0.1672, -0.1107, -0.2061, -0.1622, -0.2464, -0.2299, -0.1746, -0.2144, -0.1491, -0.1381, -0.1723, -0.1505, -0.1377, -0.1025, -0.0454, -0.0479, -0.0895, -0.1111, -0.1529, -0.1672, -0.1645, -0.1371, -0.1751, -0.2698, -0.232, -0.2371, -0.0922, -0.1259, -0.1263, -0.0861, -0.0291, -0.0852, -0.0747, -0.0747, -0.1041, -0.0726, -0.0052, 0.0634, 0.1128, 0.1312, 0.1453, 0.1686, 0.1465, 0.2262, 0.2212, 0.0741, 0.0901, 0.1756, 0.1574, 0.1688, 0.2639, 0.2845, 0.2641, 0.2779, 0.2465, 0.2392, 0.1897, 0.2066, 0.2167, 0.2167, 0.2175, 0.2211, 0.2069, 0.3002, 0.3028, 0.314, 0.2828, 0.1831, 0.2602, 0.303, 0.3104, 0.3457, 0.3339, 0.3557, 0.3953, 0.3636, 0.381, 0.381, 0.3547, 0.3806, 0.4132, 0.41, 0.4233, 0.29, 0.345, 0.2894, 0.3036, 0.3257, 0.3257, 0.3727, 0.3785, 0.4122, 0.406, 0.4021, 0.4716, 0.466, 0.489, 0.5194, 0.5148, 0.4977, 0.4708, 0.5257, 0.528, 0.5668, 0.5578, 0.5416, 0.565, 0.5624, 0.5222, 0.5852, 0.7096, 0.7715, 0.7977, 0.8447, 0.8025, 0.8448, 0.8191, 0.7861, 0.7481, 0.7171]}
{"unit_id": "thread:1887336211485688315", "ticker_idx": 0, "ts": "2025-02-06T03:03:12+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not selling!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding all core positions TSLA, HOOD, RKLB, OKLO; not selling despite mixed performance.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "All-time returns: My core positions $tsla, $hood, $rklb (added $oklo this week).\n\nLoving $hood 📈\nNot so much $tsla 📉\n$rklb chilling. https://t.co/EK2muvb2qp\n\n---\n\nI'm not selling! https://t.co/rgYxns4N7x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010285333479866487, "ret_signed_m1d": 0.010285333479866487, "alpha_spy_m1d": 0.013749026899842143, "alpha_c_m1d": 0.014240525388711456, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.003955191908844968, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0339282217314959, "ret_signed_p1d": -0.0339282217314959, "alpha_spy_p1d": -0.02477460632934847, "alpha_c_p1d": -0.014369931728908214, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.019558290002587686, "ret_p1w": -0.049102384385488085, "ret_signed_p1w": -0.049102384385488085, "alpha_spy_p1w": -0.05472647069799641, "alpha_c_p1w": -0.03615047578762176, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": -0.012951908597866324, "ret_p1m": -0.29827418174786013, "ret_signed_p1m": -0.29827418174786013, "alpha_spy_p1m": -0.24813555824372746, "alpha_c_p1m": -0.1921807307937241, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.10609345095413603, "ret_p3m": -0.26439944241339974, "ret_signed_p3m": -0.26439944241339974, "alpha_spy_p3m": -0.18879726105138572, "alpha_c_p3m": -0.12537724408266526, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.13902219833073448, "ret_p6m": -0.19152062683978222, "ret_signed_p6m": -0.19152062683978222, "alpha_spy_p6m": -0.22304464989680572, "alpha_c_p6m": -0.13530332050606864, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": -0.05621730633371358, "ret_p1y": 0.162641599945474, "ret_signed_p1y": 0.162641599945474, "alpha_spy_p1y": 0.0067093556003279264, "alpha_c_p1y": 0.09015979173954047, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.07248180820593353, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29827418174786013, "alpha_spy_stated": -0.24813555824372746, "alpha_c_stated": -0.1921807307937241, "price_path": [-0.065, -0.1224, -0.1178, -0.1687, -0.1432, -0.0951, -0.0757, -0.0863, -0.0926, -0.0581, -0.0955, -0.0964, -0.1107, -0.1107, -0.0779, -0.046, -0.0612, -0.0438, -0.0129, 0.0398, 0.0413, 0.0712, 0.1348, 0.117, 0.1654, 0.237, 0.282, 0.1758, 0.1652, 0.1249, 0.1504, 0.235, 0.235, 0.2132, 0.1532, 0.1151, 0.0789, 0.0789, 0.0133, 0.0965, 0.0981, 0.0535, 0.0551, 0.0551, 0.0546, 0.0774, 0.0589, 0.144, 0.1055, 0.1394, 0.1394, 0.1329, 0.109, 0.1017, 0.0862, 0.061, 0.0635, 0.0395, 0.0694, 0.0809, 0.025, 0.0478, 0.0103, 0.0, -0.0339, -0.063, -0.1224, -0.101, -0.0491, -0.0494, -0.0494, -0.054, -0.0368, -0.0532, -0.0976, -0.117, -0.1911, -0.2231, -0.2468, -0.2173, -0.2396, -0.2732, -0.2544, -0.2962, -0.2983, -0.4065, -0.384, -0.3372, -0.357, -0.3322, -0.3642, -0.3981, -0.3699, -0.3688, -0.3356, -0.2563, -0.2302, -0.2732, -0.2703, -0.2959, -0.3077, -0.2828, -0.2446, -0.286, -0.3604, -0.3768, -0.4073, -0.2728, -0.3257, -0.326, -0.3258, -0.3211, -0.3547, -0.3552, -0.3552, -0.3922, -0.3643, -0.3301, -0.3067, -0.2388, -0.2363, -0.2198, -0.2462, -0.2506, -0.2327, -0.2513, -0.2644, -0.2621, -0.2391, -0.2032, -0.1494, -0.1075, -0.0712, -0.0842, -0.065, -0.0861, -0.0815, -0.1061, -0.0889, -0.0934, -0.0934, -0.0305, -0.0465, -0.0425, -0.0744, -0.0845, -0.0803, -0.1129, -0.2394, -0.2115, -0.1756, -0.1288, -0.1279, -0.1475, -0.1309, -0.1207, -0.1549, -0.1396, -0.1396, -0.1393, -0.0685, -0.0904, -0.1249, -0.1297, -0.1354, -0.1514, -0.1966, -0.1567, -0.1575, -0.1575, -0.2147, -0.2044, -0.2096, -0.1722, -0.1625, -0.1534, -0.1697, -0.1407, -0.1467, -0.1193, -0.1224, -0.1128, -0.1116, -0.1844, -0.1556, -0.1302, -0.1419, -0.1477, -0.1765, -0.1915]}
{"unit_id": "thread:1887336211485688315", "ticker_idx": 1, "ts": "2025-02-06T03:03:12+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not selling!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding all core positions TSLA, HOOD, RKLB, OKLO; not selling despite mixed performance.", "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": "self_thread", "lang": "en", "tweet_text": "All-time returns: My core positions $tsla, $hood, $rklb (added $oklo this week).\n\nLoving $hood 📈\nNot so much $tsla 📉\n$rklb chilling. https://t.co/EK2muvb2qp\n\n---\n\nI'm not selling! https://t.co/rgYxns4N7x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01937187567171539, "ret_signed_m1d": 0.01937187567171539, "alpha_spy_m1d": 0.022835569091691044, "alpha_c_m1d": 0.027623657587196426, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.008251781915481038, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05059248700477448, "ret_signed_p1d": 0.05059248700477448, "alpha_spy_p1d": 0.05974610240692191, "alpha_c_p1d": 0.05615768577711411, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.00556519877233963, "ret_p1w": 0.19992479658056173, "ret_signed_p1w": 0.19992479658056173, "alpha_spy_p1w": 0.1943007102680534, "alpha_c_p1w": 0.20779273812332755, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": -0.007867941542765822, "ret_p1m": -0.16456649052718153, "ret_signed_p1m": -0.16456649052718153, "alpha_spy_p1m": -0.11442786702304886, "alpha_c_p1m": -0.1071878574915297, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.05737863303565183, "ret_p3m": -0.08425803454048142, "ret_signed_p3m": -0.08425803454048142, "alpha_spy_p3m": -0.008655853178467399, "alpha_c_p3m": -0.0310734958133686, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.05318453872711282, "ret_p6m": 0.8788791605455972, "ret_signed_p6m": 0.8788791605455972, "alpha_spy_p6m": 0.8473551374885737, "alpha_c_p6m": 0.8855287252158123, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": -0.006649564670215047, "ret_p1y": 1.012413084160963, "ret_signed_p1y": 1.012413084160963, "alpha_spy_p1y": 0.856480839815817, "alpha_c_p1y": 0.9732003499739774, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.039212734186985676, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16456649052718153, "alpha_spy_stated": -0.11442786702304886, "alpha_c_stated": -0.1071878574915297, "price_path": [-0.3831, -0.3793, -0.3998, -0.394, -0.3921, -0.3417, -0.3372, -0.3214, -0.34, -0.3107, -0.2881, -0.315, -0.2919, -0.2919, -0.294, -0.2925, -0.2733, -0.2477, -0.268, -0.2163, -0.2563, -0.2973, -0.2883, -0.2603, -0.2439, -0.1875, -0.217, -0.3026, -0.3052, -0.2791, -0.2947, -0.2556, -0.2556, -0.2405, -0.2661, -0.28, -0.2992, -0.2992, -0.2582, -0.2223, -0.1967, -0.2372, -0.2325, -0.2325, -0.2462, -0.2554, -0.2146, -0.1431, -0.1333, -0.0944, -0.0944, -0.0596, -0.0566, -0.0528, -0.0386, -0.1021, -0.0709, -0.038, -0.0032, -0.0229, -0.0239, -0.0111, 0.0194, 0.0, 0.0506, 0.0583, 0.0032, 0.0515, 0.1999, 0.2278, 0.2278, 0.1367, 0.114, 0.0544, -0.0295, -0.0609, -0.1364, -0.0812, -0.0826, -0.0577, -0.1181, -0.1307, -0.095, -0.1567, -0.1646, -0.3299, -0.3162, -0.268, -0.3226, -0.262, -0.2097, -0.2458, -0.195, -0.1789, -0.1657, -0.0905, -0.0944, -0.1587, -0.1727, -0.2116, -0.2172, -0.2071, -0.1973, -0.2804, -0.3509, -0.334, -0.3573, -0.2061, -0.2381, -0.1785, -0.1698, -0.171, -0.2353, -0.2255, -0.2255, -0.2505, -0.2084, -0.1601, -0.0944, -0.07, -0.0797, -0.0715, -0.0764, -0.1232, -0.0861, -0.0963, -0.0843, -0.0598, 0.0169, 0.0278, 0.0801, 0.1768, 0.1546, 0.1412, 0.1616, 0.2088, 0.2208, 0.2011, 0.2182, 0.1881, 0.1881, 0.2417, 0.2251, 0.2027, 0.2441, 0.2785, 0.3489, 0.3592, 0.3637, 0.4083, 0.3805, 0.3637, 0.4083, 0.3888, 0.3654, 0.4435, 0.4096, 0.4736, 0.4736, 0.4764, 0.436, 0.5424, 0.5563, 0.5896, 0.5616, 0.761, 0.7365, 0.8428, 0.7754, 0.7754, 0.7578, 0.7166, 0.7781, 0.8563, 0.8495, 0.88, 0.8721, 0.9419, 0.9833, 1.0639, 0.9624, 0.9156, 0.9199, 0.9171, 0.972, 1.0081, 0.9432, 0.9955, 0.9381, 0.8789]}
{"unit_id": "thread:1887336211485688315", "ticker_idx": 2, "ts": "2025-02-06T03:03:12+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not selling!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding all core positions TSLA, HOOD, RKLB, OKLO; not selling despite mixed performance.", "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": "All-time returns: My core positions $tsla, $hood, $rklb (added $oklo this week).\n\nLoving $hood 📈\nNot so much $tsla 📉\n$rklb chilling. https://t.co/EK2muvb2qp\n\n---\n\nI'm not selling! https://t.co/rgYxns4N7x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03323699660949497, "ret_signed_m1d": 0.03323699660949497, "alpha_spy_m1d": 0.03670069002947063, "alpha_c_m1d": 0.037738329386483804, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.004501332776988831, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009754351690277496, "ret_signed_p1d": -0.009754351690277496, "alpha_spy_p1d": -0.000600736288130066, "alpha_c_p1d": -0.006777773138961107, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.002976578551316389, "ret_p1w": 0.022398805095707797, "ret_signed_p1w": 0.022398805095707797, "alpha_spy_p1w": 0.01677471878319947, "alpha_c_p1w": 0.021309823956892737, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": 0.0010889811388150594, "ret_p1m": -0.3208092836059252, "ret_signed_p1m": -0.3208092836059252, "alpha_spy_p1m": -0.2706706601017925, "alpha_c_p1m": -0.2954717880751395, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.02533749553078568, "ret_p3m": -0.19183523870660812, "ret_signed_p3m": -0.19183523870660812, "alpha_spy_p3m": -0.1162330573445941, "alpha_c_p3m": -0.1638113037004706, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.028023935006137535, "ret_p6m": 0.6188584132678698, "ret_signed_p6m": 0.6188584132678698, "alpha_spy_p6m": 0.5873343902108463, "alpha_c_p6m": 0.5250793676086722, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": 0.09377904565919759, "ret_p1y": 1.9075145400878095, "ret_signed_p1y": 1.9075145400878095, "alpha_spy_p1y": 1.7515822957426634, "alpha_c_p1y": 1.6977071845316294, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.20980735555618013, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3208092836059252, "alpha_spy_stated": -0.2706706601017925, "alpha_c_stated": -0.2954717880751395, "price_path": [-0.466, -0.4704, -0.3197, -0.3728, -0.3136, -0.3031, -0.2594, -0.271, -0.1904, -0.1597, -0.1308, -0.0809, -0.0726, -0.0726, -0.0145, -0.1273, -0.1687, -0.1651, -0.1358, -0.1084, -0.1604, -0.1745, -0.1564, -0.1842, -0.1178, -0.0643, -0.0473, -0.172, -0.1611, -0.1015, -0.0755, -0.039, -0.039, 0.0275, -0.0166, -0.0491, -0.0798, -0.0798, -0.0983, 0.0383, 0.0405, 0.0098, -0.0116, -0.0116, -0.0278, -0.1362, -0.1272, -0.1015, -0.1098, -0.1329, -0.1329, 0.1297, 0.0701, 0.1405, 0.0968, 0.0632, 0.047, 0.043, 0.0307, 0.0495, 0.0253, 0.0361, 0.0332, 0.0, -0.0098, 0.1055, 0.0195, -0.0022, 0.0224, 0.0123, 0.0123, 0.0022, -0.0632, -0.0874, -0.1492, -0.1875, -0.2673, -0.2323, -0.2836, -0.2598, -0.3259, -0.3138, -0.263, -0.3259, -0.3208, -0.3815, -0.3559, -0.3342, -0.3652, -0.3204, -0.31, -0.3504, -0.3215, -0.3306, -0.3158, -0.2699, -0.2677, -0.2977, -0.3345, -0.3273, -0.354, -0.3443, -0.3013, -0.3537, -0.4086, -0.3671, -0.3793, -0.2561, -0.2908, -0.2908, -0.3089, -0.2388, -0.2784, -0.2868, -0.2868, -0.3262, -0.3121, -0.267, -0.2095, -0.1915, -0.181, -0.1908, -0.2128, -0.2009, -0.1694, -0.1879, -0.1918, -0.1947, -0.1655, -0.259, -0.2319, -0.2113, -0.1283, -0.0889, -0.0762, -0.0679, -0.0607, -0.0907, -0.0672, -0.0816, -0.0816, 0.039, 0.0452, -0.0119, -0.0322, -0.039, -0.0347, -0.0278, -0.0444, 0.0448, 0.0708, -0.0184, -0.0116, -0.0462, -0.082, -0.0408, -0.0455, 0.0061, 0.0061, 0.0853, 0.1842, 0.2088, 0.1687, 0.3056, 0.2782, 0.2923, 0.2402, 0.289, 0.2883, 0.2883, 0.4046, 0.3996, 0.414, 0.4126, 0.41, 0.5611, 0.6113, 0.7229, 0.8544, 0.8566, 0.7048, 0.6936, 0.7757, 0.7388, 0.7135, 0.6297, 0.582, 0.6777, 0.659, 0.6189]}
{"unit_id": "thread:1887336211485688315", "ticker_idx": 3, "ts": "2025-02-06T03:03:12+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "added $oklo this week", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding all core positions TSLA, HOOD, RKLB, OKLO; not selling despite mixed performance.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "All-time returns: My core positions $tsla, $hood, $rklb (added $oklo this week).\n\nLoving $hood 📈\nNot so much $tsla 📉\n$rklb chilling. https://t.co/EK2muvb2qp\n\n---\n\nI'm not selling! https://t.co/rgYxns4N7x", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.057370221414589695, "ret_signed_m1d": 0.057370221414589695, "alpha_spy_m1d": 0.06083391483456535, "alpha_c_m1d": 0.06083391483456535, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.0034636934199756553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1618509972486415, "ret_signed_p1d": 0.1618509972486415, "alpha_spy_p1d": 0.17100461265078892, "alpha_c_p1d": 0.17100461265078892, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.00915361540214743, "ret_p1w": 0.152219445419995, "ret_signed_p1w": 0.152219445419995, "alpha_spy_p1w": 0.14659535910748667, "alpha_c_p1w": 0.14659535910748667, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": 0.005624086312508325, "ret_p1m": -0.4499580950378822, "ret_signed_p1m": -0.4499580950378822, "alpha_spy_p1m": -0.3998194715337495, "alpha_c_p1m": -0.3998194715337495, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.05013862350413267, "ret_p3m": -0.39991623001187615, "ret_signed_p3m": -0.39991623001187615, "alpha_spy_p3m": -0.32431404864986213, "alpha_c_p3m": -0.32431404864986213, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.07560218136201402, "ret_p6m": 0.4968593043592582, "ret_signed_p6m": 0.4968593043592582, "alpha_spy_p6m": 0.46533528130223467, "alpha_c_p6m": 0.46533528130223467, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": 0.03152402305702351, "ret_p1y": 0.7234087196666261, "ret_signed_p1y": 0.7234087196666261, "alpha_spy_p1y": 0.56747647532148, "alpha_c_p1y": 0.56747647532148, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.15593224434514608, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4499580950378822, "alpha_spy_stated": -0.3998194715337495, "alpha_c_stated": -0.3998194715337495, "price_path": [-0.4962, -0.527, -0.5168, -0.5, -0.6231, -0.5672, -0.5436, -0.5613, -0.4717, -0.4724, -0.5203, -0.5385, -0.5404, -0.5404, -0.5071, -0.5345, -0.5785, -0.5741, -0.5796, -0.5412, -0.5794, -0.6143, -0.5965, -0.6154, -0.612, -0.6131, -0.6001, -0.6152, -0.5611, -0.5494, -0.5389, -0.5057, -0.5057, -0.4966, -0.523, -0.5048, -0.5555, -0.5555, -0.5425, -0.4294, -0.3719, -0.3823, -0.4531, -0.4531, -0.4715, -0.5209, -0.5224, -0.4939, -0.4927, -0.4546, -0.4546, -0.3457, -0.2845, -0.188, -0.1244, -0.3486, -0.2856, -0.2609, -0.1225, -0.1288, -0.0383, -0.0182, 0.0574, 0.0, 0.1619, 0.125, 0.0486, 0.1386, 0.1522, 0.1018, 0.1018, 0.0509, -0.0553, -0.1068, -0.1878, -0.2864, -0.3285, -0.2632, -0.3218, -0.3009, -0.3848, -0.3526, -0.3658, -0.4562, -0.45, -0.504, -0.4667, -0.4516, -0.4985, -0.4196, -0.4137, -0.4552, -0.4127, -0.4186, -0.4313, -0.3528, -0.3943, -0.4479, -0.5013, -0.5312, -0.5471, -0.5283, -0.5247, -0.5417, -0.5854, -0.5408, -0.5764, -0.4958, -0.5243, -0.5289, -0.5278, -0.5184, -0.5486, -0.5398, -0.5398, -0.5731, -0.5492, -0.5107, -0.4908, -0.5029, -0.4872, -0.4883, -0.5029, -0.4491, -0.4506, -0.4667, -0.3999, -0.4322, -0.4357, -0.4119, -0.3959, -0.3294, -0.2251, -0.2167, -0.2102, -0.1681, -0.2134, -0.2293, -0.1683, 0.0232, 0.0232, 0.1286, 0.1566, 0.1082, 0.1039, 0.098, 0.0421, 0.0278, -0.0126, 0.053, 0.1361, 0.1001, 0.4244, 0.3501, 0.3329, 0.3704, 0.3143, 0.2986, 0.2986, 0.2134, 0.1539, 0.2711, 0.1635, 0.1694, 0.157, 0.1723, 0.0833, 0.0747, 0.1248, 0.1248, 0.1713, 0.1206, 0.1292, 0.161, 0.1742, 0.3067, 0.2762, 0.3478, 0.4064, 0.4443, 0.3088, 0.2839, 0.4022, 0.5618, 0.5808, 0.5808, 0.4868, 0.5835, 0.6036, 0.4969]}
{"unit_id": "reply:1920633381924053182", "ticker_idx": 0, "ts": "2025-05-09T00:14:16+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Youre better off putting all your money in mstr", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MSTR over crypto miners; author works in mining industry and prefers MSTR.", "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": "@Micro2Macr0 I'm bearish on miner. Youre better off putting all your money in mstr. I work in mining industry.", "reply_text": null, "parent_text": "Over a half a million today across all accounts.\n\nNow I just wish the miners would start performing better. 😅 https://t.co/oztnpIjSje", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": -0.00396604548067625, "ret_signed_m1d": -0.00396604548067625, "alpha_spy_m1d": -0.005241892543102367, "alpha_c_m1d": -0.005241892543102367, "bench_spy_m1d": 0.0012758470624261165, "bench_c_m1d": 0.0012758470624261165, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02675289021337368, "ret_signed_p1d": -0.02675289021337368, "alpha_spy_p1d": -0.059800432927325065, "alpha_c_p1d": -0.059800432927325065, "bench_spy_p1d": 0.03304754271395138, "bench_c_p1d": 0.03304754271395138, "ret_p1w": -0.039011636261687244, "ret_signed_p1w": -0.039011636261687244, "alpha_spy_p1w": -0.0919229321529178, "alpha_c_p1w": -0.0919229321529178, "bench_spy_p1w": 0.05291129589123056, "bench_c_p1w": 0.05291129589123056, "ret_p1m": -0.0574718259074235, "ret_signed_p1m": -0.0574718259074235, "alpha_spy_p1m": -0.12009372945851837, "alpha_c_p1m": -0.12009372945851837, "bench_spy_p1m": 0.06262190355109487, "bench_c_p1m": 0.06262190355109487, "ret_p3m": -0.07840779562267175, "ret_signed_p3m": -0.07840779562267175, "alpha_spy_p3m": -0.20299717313477317, "alpha_c_p3m": -0.20299717313477317, "bench_spy_p3m": 0.12458937751210142, "bench_c_p3m": 0.12458937751210142, "ret_p6m": -0.36381988269037946, "ret_signed_p6m": -0.36381988269037946, "alpha_spy_p6m": -0.581632409834895, "alpha_c_p6m": -0.581632409834895, "bench_spy_p6m": 0.2178125271445155, "bench_c_p6m": 0.2178125271445155, "ret_p1y": -0.6016873610074065, "ret_signed_p1y": -0.6016873610074065, "alpha_spy_p1y": -0.8772455399844126, "alpha_c_p1y": -0.8772455399844126, "bench_spy_p1y": 0.2755581789770061, "bench_c_p1y": 0.2755581789770061, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0574718259074235, "alpha_spy_stated": -0.12009372945851837, "alpha_c_stated": -0.12009372945851837, "price_path": [-0.2321, -0.2144, -0.219, -0.1882, -0.1882, -0.1972, -0.234, -0.2214, -0.2796, -0.3203, -0.3979, -0.3672, -0.423, -0.386, -0.3969, -0.3386, -0.2583, -0.269, -0.3097, -0.4249, -0.3736, -0.3689, -0.3672, -0.2849, -0.2927, -0.3193, -0.2687, -0.2739, -0.2693, -0.193, -0.1784, -0.2084, -0.2198, -0.3044, -0.3071, -0.2644, -0.2488, -0.3215, -0.2943, -0.3555, -0.428, -0.2864, -0.3454, -0.2789, -0.2514, -0.2531, -0.2509, -0.2376, -0.2376, -0.2362, -0.1755, -0.169, -0.1579, -0.1137, -0.1124, -0.0831, -0.0863, -0.0828, -0.0521, -0.0709, -0.0731, -0.0566, -0.004, 0.0, -0.0268, 0.0134, 0.0017, -0.0457, -0.039, -0.0063, 0.0021, -0.0321, -0.0398, -0.1118, -0.1118, -0.1054, -0.1245, -0.1091, -0.1129, -0.1052, -0.0687, -0.0912, -0.1135, -0.0999, -0.0575, -0.0597, -0.0695, -0.0872, -0.0797, -0.0812, -0.0982, -0.113, -0.113, -0.1114, -0.1174, -0.0938, -0.0658, -0.0711, -0.0773, -0.0284, -0.1027, -0.0331, -0.0289, -0.0289, -0.0489, -0.0459, -0.0015, 0.0137, 0.0446, 0.0841, 0.0632, 0.0958, 0.0849, 0.0173, 0.0246, 0.0249, -0.0081, -0.0027, -0.0244, -0.0294, -0.0514, -0.0505, -0.0341, -0.1187, -0.0644, -0.0975, -0.0784, -0.0337, -0.0502, -0.0379, -0.052, -0.0628, -0.1036, -0.1195, -0.126, -0.191, -0.1722, -0.1886, -0.1392, -0.1751, -0.1554, -0.1778, -0.1855, -0.1962, -0.1962, -0.1789, -0.2062, -0.2126, -0.1927, -0.207, -0.2103, -0.2153, -0.2164, -0.2033, -0.2121, -0.1946, -0.2075, -0.1608, -0.1713, -0.1925, -0.2121, -0.2229, -0.2772, -0.2571, -0.2154, -0.2255, -0.1866, -0.1531, -0.1548, -0.1354, -0.2106, -0.2049, -0.2301, -0.2674, -0.2417, -0.2773, -0.2867, -0.3177, -0.3032, -0.287, -0.2743, -0.325, -0.3151, -0.3051, -0.2894, -0.3158, -0.3381, -0.3881, -0.3522, -0.3638]}
{"unit_id": "reply:1924949434212700389", "ticker_idx": 0, "ts": "2025-05-20T22:04:43+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 own a couple BTC. leveraging 2x.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC with 2x leverage; live long position.", "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": "@KSM_Capital I own a couple BTC. leveraging 2x.", "reply_text": null, "parent_text": "@DeepValueBagger Do u own any bitcoin or MSTR?", "quoted_text": null, "parent_author": "KinggTrades", "ret_m1d": -0.011095553899446942, "ret_signed_m1d": -0.011095553899446942, "alpha_spy_m1d": -0.028235036629084997, "alpha_c_m1d": -0.028235036629084997, "bench_spy_m1d": 0.017139482729638056, "bench_c_m1d": 0.017139482729638056, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027034018449719976, "ret_signed_p1d": 0.027034018449719976, "alpha_spy_p1d": 0.026639416594602894, "alpha_c_p1d": 0.026639416594602894, "bench_spy_p1d": 0.0003946018551170827, "bench_c_p1d": 0.0003946018551170827, "ret_p1w": 0.020634256765491132, "ret_signed_p1w": 0.020634256765491132, "alpha_spy_p1w": 0.012278912910220319, "alpha_c_p1w": 0.012278912910220319, "bench_spy_p1w": 0.008355343855270814, "bench_c_p1w": 0.008355343855270814, "ret_p1m": -0.017864391917659872, "ret_signed_p1m": -0.017864391917659872, "alpha_spy_p1m": -0.042878921357602295, "alpha_c_p1m": -0.042878921357602295, "bench_spy_p1m": 0.025014529439942423, "bench_c_p1m": 0.025014529439942423, "ret_p3m": 0.09932725687617738, "ret_signed_p3m": 0.09932725687617738, "alpha_spy_p3m": -0.007630977660680882, "alpha_c_p3m": -0.007630977660680882, "bench_spy_p3m": 0.10695823453685827, "bench_c_p3m": 0.10695823453685827, "ret_p6m": -0.04801803813944849, "ret_signed_p6m": -0.04801803813944849, "alpha_spy_p6m": -0.20763671852330823, "alpha_c_p6m": -0.20763671852330823, "bench_spy_p6m": 0.15961868038385973, "bench_c_p6m": 0.15961868038385973, "ret_p1y": -0.25078023614886513, "ret_signed_p1y": -0.25078023614886513, "alpha_spy_p1y": -0.5308057896984926, "alpha_c_p1y": -0.5308057896984926, "bench_spy_p1y": 0.28002555354962744, "bench_c_p1y": 0.28002555354962744, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.017864391917659872, "alpha_spy_stated": -0.042878921357602295, "alpha_c_stated": -0.042878921357602295, "price_path": [-0.0792, -0.0999, -0.144, -0.1691, -0.2102, -0.2068, -0.2099, -0.1941, -0.1832, -0.1514, -0.1576, -0.1877, -0.2646, -0.2241, -0.216, -0.2409, -0.2137, -0.2127, -0.2254, -0.1867, -0.2119, -0.213, -0.1807, -0.1809, -0.1863, -0.1837, -0.2101, -0.227, -0.2025, -0.2276, -0.2218, -0.2149, -0.258, -0.2858, -0.2268, -0.2544, -0.219, -0.2083, -0.2165, -0.2131, -0.205, -0.2092, -0.1805, -0.125, -0.1226, -0.1203, -0.113, -0.1106, -0.1171, -0.1178, -0.0964, -0.0925, -0.1128, -0.0935, -0.0914, -0.0332, -0.0358, -0.0373, -0.0245, -0.0304, -0.0285, -0.0309, -0.0111, 0.0, 0.027, 0.0457, 0.0047, 0.0248, 0.0206, 0.0095, -0.0108, -0.0261, -0.0085, -0.0127, -0.0193, -0.0488, -0.0225, 0.0328, 0.0325, 0.0177, -0.0081, -0.0066, 0.0001, -0.0205, -0.0179, -0.0197, -0.0326, -0.0114, -0.007, 0.0053, 0.0016, 0.0028, 0.0032, -0.0102, 0.0194, 0.0268, 0.0116, 0.0141, 0.0202, 0.0425, 0.0861, 0.1004, 0.1223, 0.1029, 0.1119, 0.117, 0.105, 0.0997, 0.1236, 0.112, 0.1084, 0.1016, 0.1043, 0.1042, 0.1034, 0.084, 0.0611, 0.0775, 0.0688, 0.0771, 0.1003, 0.0927, 0.1118, 0.1253, 0.155, 0.1083, 0.0993, 0.0886, 0.0566, 0.0701, 0.0527, 0.0944, 0.0312, 0.0469, 0.0415, 0.0539, 0.0152, 0.023, 0.0413, 0.0462, 0.0368, 0.0361, 0.0494, 0.0444, 0.0671, 0.0816, 0.0872, 0.081, 0.0941, 0.0906, 0.0969, 0.0833, 0.0558, 0.0489, 0.0612, 0.0211, 0.0274, 0.0713, 0.068, 0.111, 0.1301, 0.1449, 0.1682, 0.1373, 0.1551, 0.1397, 0.0601, 0.0794, 0.0593, 0.0374, 0.0131, -0.003, 0.0356, 0.0158, 0.0084, 0.0307, 0.0397, 0.0686, 0.0577, 0.0306, 0.0142, 0.0259, -0.0023, -0.0487, -0.0271, -0.0514, -0.032, -0.0074, -0.0355, -0.048]}
{"unit_id": "quote:1899590256556458392", "ticker_idx": 0, "ts": "2025-03-11T22:36:24+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my $RKLB thesis on space platform (wider use cases) will win long term", "tweet_type": "analysis", "timeline": "years", "summary": "Long RKLB long-term on space platform thesis; acquisition validates wider use cases and consolidation of niche players.", "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": "Great! This acquisition further evident that my $RKLB thesis on space platform (wider use cases) will win long term as niche space companies will suffer (scaling demand, priced out of their margins as suppliers, and high risk of capital investment)", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB 🤝 $MYNA\n\nWho would have thought 🤷‍♂️\n\nCongrats Rocket Lab, solid acquisition 🔥", "parent_author": null, "ret_m1d": -0.032555636002959076, "ret_signed_m1d": -0.032555636002959076, "alpha_spy_m1d": -0.02727715822712895, "alpha_c_m1d": -0.032632484162349984, "bench_spy_m1d": -0.005278477775830126, "bench_c_m1d": 7.684815939090761e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046663081720625055, "ret_signed_p1d": -0.046663081720625055, "alpha_spy_p1d": -0.03333253430918859, "alpha_c_p1d": -0.03644084234135736, "bench_spy_p1d": -0.013330547411436466, "bench_c_p1d": -0.010222239379267695, "ret_p1w": 0.01899079629268563, "ret_signed_p1w": 0.01899079629268563, "alpha_spy_p1w": 0.004210858573813647, "alpha_c_p1w": -0.008063341263607526, "bench_spy_p1w": 0.014779937718871983, "bench_c_p1w": 0.027054137556293156, "ret_p1m": 0.06511116851440413, "ret_signed_p1m": 0.06511116851440413, "alpha_spy_p1m": 0.12364340978412691, "alpha_c_p1m": 0.11307571414398476, "bench_spy_p1m": -0.058532241269722785, "bench_c_p1m": -0.047964545629580635, "ret_p3m": 0.6082473629327343, "ret_signed_p3m": 0.6082473629327343, "alpha_spy_p3m": 0.5319970805082357, "alpha_c_p3m": 0.4919243477695048, "bench_spy_p3m": 0.0762502824244986, "bench_c_p3m": 0.11632301516322952, "ret_p6m": 1.3326099276511525, "ret_signed_p6m": 1.3326099276511525, "alpha_spy_p6m": 1.164185397586634, "alpha_c_p6m": 1.1611561863588675, "bench_spy_p6m": 0.1684245300645184, "bench_c_p6m": 0.17145374129228497, "ret_p1y": 2.7493216131263667, "ret_signed_p1y": 2.7493216131263667, "alpha_spy_p1y": 2.5074483850137934, "alpha_c_p1y": 2.3691494660784294, "bench_spy_p1y": 0.2418732281125735, "bench_c_p1y": 0.3801721470479371, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 2.7493216131263667, "alpha_spy_stated": 2.5074483850137934, "alpha_c_stated": 2.3691494660784294, "price_path": [0.325, 0.4053, 0.4308, 0.2436, 0.2599, 0.3494, 0.3885, 0.4433, 0.4433, 0.5431, 0.4769, 0.4281, 0.382, 0.382, 0.3543, 0.5594, 0.5627, 0.5165, 0.4845, 0.4845, 0.4601, 0.2973, 0.3109, 0.3494, 0.337, 0.3022, 0.3022, 0.6967, 0.6072, 0.713, 0.6473, 0.5969, 0.5724, 0.5665, 0.548, 0.5762, 0.5399, 0.5562, 0.5518, 0.5019, 0.4872, 0.6603, 0.5312, 0.4986, 0.5355, 0.5203, 0.5203, 0.5052, 0.4069, 0.3706, 0.2778, 0.2203, 0.1004, 0.153, 0.076, 0.1118, 0.0125, 0.0307, 0.1069, 0.0125, 0.0201, -0.0711, -0.0326, 0.0, -0.0467, 0.0206, 0.0364, -0.0244, 0.019, 0.0054, 0.0277, 0.0966, 0.0998, 0.0548, -0.0005, 0.0103, -0.0298, -0.0152, 0.0494, -0.0293, -0.1118, -0.0494, -0.0678, 0.1172, 0.0651, 0.0651, 0.038, 0.1432, 0.0838, 0.0711, 0.0711, 0.0119, 0.0331, 0.1009, 0.1872, 0.2143, 0.2301, 0.2154, 0.1823, 0.2002, 0.2474, 0.2198, 0.2138, 0.2094, 0.2534, 0.1129, 0.1536, 0.1845, 0.3093, 0.3684, 0.3874, 0.3999, 0.4107, 0.3657, 0.401, 0.3793, 0.3793, 0.5605, 0.5697, 0.484, 0.4536, 0.4433, 0.4498, 0.4601, 0.4352, 0.5692, 0.6082, 0.4742, 0.4845, 0.4324, 0.3787, 0.4406, 0.4335, 0.5111, 0.5111, 0.63, 0.7786, 0.8155, 0.7553, 0.9609, 0.9197, 0.9409, 0.8627, 0.936, 0.9349, 0.9349, 1.1096, 1.102, 1.1237, 1.1215, 1.1177, 1.3445, 1.42, 1.5876, 1.7851, 1.7884, 1.5605, 1.5437, 1.6668, 1.6115, 1.5735, 1.4476, 1.376, 1.5198, 1.4916, 1.4314, 1.4167, 1.4281, 1.3928, 1.3988, 1.4249, 1.4428, 1.3565, 1.3332, 1.3228, 1.4021, 1.44, 1.2203, 1.2078, 1.2534, 1.408, 1.5621, 1.6115, 1.5095, 1.5996, 1.637, 1.637, 1.6755, 1.3619, 1.3326]}
{"unit_id": "quote:1931813878989533222", "ticker_idx": 0, "ts": "2025-06-08T20:41:34+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We got Rocket Lab. Let the race begins! $rklb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Rocket Lab as a key player in the space race.", "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": "We got Rocket Lab. Let the race begins! $rklb", "reply_text": null, "parent_text": null, "quoted_text": "Whatever happens, \nwe have got\nthe spaceships,\nand they do not", "parent_author": null, "ret_m1d": -0.024291475309744626, "ret_signed_m1d": -0.024291475309744626, "alpha_spy_m1d": -0.023390954896675642, "alpha_c_m1d": -0.02518929159058192, "bench_spy_m1d": -0.0009005204130689837, "bench_c_m1d": 0.0008978162808372936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08333331188316828, "ret_signed_p1d": -0.08333331188316828, "alpha_spy_p1d": -0.08900292647694541, "alpha_c_p1d": -0.07898244665100207, "bench_spy_p1d": 0.005669614593777128, "bench_c_p1d": -0.004350865232166212, "ret_p1w": -0.10425101944054194, "ret_signed_p1w": -0.10425101944054194, "alpha_spy_p1w": -0.10925357805384173, "alpha_c_p1w": -0.09617099409698482, "bench_spy_p1w": 0.00500255861329979, "bench_c_p1w": -0.008080025343557118, "ret_p1m": 0.307017627402397, "ret_signed_p1m": 0.307017627402397, "alpha_spy_p1m": 0.26950777844418305, "alpha_c_p1m": 0.2758499341425178, "bench_spy_p1m": 0.037509848958213965, "bench_c_p1m": 0.031167693259879226, "ret_p3m": 0.4504049447949974, "ret_signed_p3m": 0.4504049447949974, "alpha_spy_p3m": 0.36476106702302014, "alpha_c_p3m": 0.4010189468533585, "bench_spy_p3m": 0.08564387777197724, "bench_c_p3m": 0.04938599794163889, "ret_p6m": 0.41363031000979666, "ret_signed_p6m": 0.41363031000979666, "alpha_spy_p6m": 0.27062085645487244, "alpha_c_p6m": 0.3510752336488412, "bench_spy_p6m": 0.14300945355492423, "bench_c_p6m": 0.06255507636095547, "ret_p1y": 4.068488489240854, "ret_signed_p1y": 4.068488489240854, "alpha_spy_p1y": 3.8027085332873978, "alpha_c_p1y": 3.8485364548561822, "bench_spy_p1y": 0.2657799559534566, "bench_c_p1y": 0.21995203438467192, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.307017627402397, "alpha_spy_stated": 0.26950777844418305, "alpha_c_stated": 0.2758499341425178, "price_path": [-0.3782, -0.4072, -0.3654, -0.3556, -0.3934, -0.3664, -0.3748, -0.361, -0.3182, -0.3161, -0.3441, -0.3785, -0.3718, -0.3968, -0.3877, -0.3475, -0.3964, -0.4477, -0.4089, -0.4204, -0.3053, -0.3377, -0.3377, -0.3546, -0.2891, -0.3261, -0.334, -0.334, -0.3708, -0.3576, -0.3155, -0.2618, -0.2449, -0.2352, -0.2443, -0.2648, -0.2537, -0.2244, -0.2416, -0.2453, -0.248, -0.2206, -0.308, -0.2827, -0.2635, -0.1859, -0.1491, -0.1373, -0.1296, -0.1228, -0.1508, -0.1289, -0.1424, -0.1424, -0.0297, -0.024, -0.0773, -0.0962, -0.1026, -0.0985, -0.0921, -0.1076, -0.0243, 0.0, -0.0833, -0.0769, -0.1093, -0.1427, -0.1043, -0.1086, -0.0604, -0.0604, 0.0135, 0.1059, 0.1289, 0.0914, 0.2193, 0.1937, 0.2068, 0.1582, 0.2038, 0.2031, 0.2031, 0.3117, 0.307, 0.3205, 0.3192, 0.3168, 0.4578, 0.5047, 0.609, 0.7318, 0.7338, 0.5921, 0.5816, 0.6582, 0.6238, 0.6002, 0.5219, 0.4774, 0.5668, 0.5493, 0.5118, 0.5027, 0.5098, 0.4879, 0.4916, 0.5078, 0.5189, 0.4652, 0.4507, 0.4443, 0.4936, 0.5172, 0.3806, 0.3728, 0.4011, 0.4973, 0.5931, 0.6238, 0.5604, 0.6164, 0.6397, 0.6397, 0.6636, 0.4686, 0.4504, 0.5466, 0.6103, 0.5867, 0.5577, 0.6339, 0.7996, 0.8232, 0.594, 0.6221, 0.5918, 0.6123, 0.6805, 0.7851, 0.6427, 0.5732, 0.5607, 0.586, 0.6164, 0.6184, 0.7702, 0.8947, 0.9737, 1.0752, 1.2034, 1.2409, 1.168, 1.2072, 1.2952, 1.337, 1.2605, 1.2358, 1.2723, 1.2065, 1.0434, 1.1447, 1.1781, 1.2139, 1.1508, 1.2321, 1.0553, 1.1248, 1.0695, 0.9086, 0.9035, 0.6738, 0.7422, 0.751, 0.7287, 0.6859, 0.5267, 0.5364, 0.4612, 0.4433, 0.4717, 0.332, 0.3596, 0.4322, 0.4372, 0.4146, 0.4146, 0.4217, 0.362, 0.4136]}
{"unit_id": "quote:1931006221294710972", "ticker_idx": 0, "ts": "2025-06-06T15:12:14+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Conviction buy 500 shares $CRCL avg $93.42 of Circle, the 2nd largest USD stablecoin in circulation. Happy to buy 500 more when possible.", "tweet_type": "prediction", "timeline": "months", "summary": "High-conviction long CRCL at avg $93.42; low IPO liquidity + 180-day lockup means demand-supply squeeze for at least 3 months.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Conviction buy 500 shares $CRCL avg $93.42 of Circle, the 2nd largest USD stablecoin in circulation. \nHappy to buy 500 more when possible.\n\n180 days IPO lockup period for investors, and insiders.\nIt's low liquidity, all demand for the next 3 months at least. Will share DD in future.", "reply_text": null, "parent_text": null, "quoted_text": "$CRCL IPO $31, filled 100 shares at $84, now $100.", "parent_author": null, "ret_m1d": -0.22720514656159396, "ret_signed_m1d": -0.22720514656159396, "alpha_spy_m1d": -0.21704049669217607, "alpha_c_m1d": -0.2149197701619029, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.012285376399691073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07010216588386853, "ret_signed_p1d": 0.07010216588386853, "alpha_spy_p1d": 0.06920083380286157, "alpha_c_p1d": 0.0755623247500754, "bench_spy_p1d": 0.0009013320810069558, "bench_c_p1d": -0.005460158866206877, "ret_p1w": 0.24011143308369087, "ret_signed_p1w": 0.24011143308369087, "alpha_spy_p1w": 0.24368318743335415, "alpha_c_p1w": 0.26585243109105994, "bench_spy_p1w": -0.003571754349663281, "bench_c_p1w": -0.025740998007369065, "ret_p1m": 0.9262768114428737, "ret_signed_p1m": 0.9262768114428737, "alpha_spy_p1m": 0.8872627168818266, "alpha_c_p1m": 0.8954550480960481, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.030821763346825515, "ret_p3m": 0.09990717215527356, "ret_signed_p3m": 0.09990717215527356, "alpha_spy_p3m": 0.02229075491568855, "alpha_c_p3m": 0.053039829432841135, "bench_spy_p3m": 0.07761641723958501, "bench_c_p3m": 0.046867342722432426, "ret_p6m": -0.2948931792644244, "ret_signed_p6m": -0.2948931792644244, "alpha_spy_p6m": -0.43681770352379024, "alpha_c_p6m": -0.33323110360054453, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.038337924336120155, "ret_p1y": -0.032776219863713596, "ret_signed_p1y": -0.032776219863713596, "alpha_spy_p1y": -0.2999165860390398, "alpha_c_p1y": -0.05950523290158549, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 0.026729013037871896, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9262768114428737, "alpha_spy_stated": 0.8872627168818266, "alpha_c_stated": 0.8954550480960481, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.2272, 0.0, 0.0701, -0.0166, 0.0882, -0.0108, 0.2401, 0.4026, 0.3849, 0.8532, 0.8532, 1.231, 1.4461, 1.0673, 0.8442, 0.9836, 0.6753, 0.6833, 0.7877, 0.6525, 0.7527, 0.7527, 0.9263, 0.9017, 0.8633, 0.8839, 0.7394, 0.9006, 0.8136, 1.1653, 1.1827, 1.0778, 1.0065, 0.8413, 0.8794, 0.7928, 0.7907, 0.7211, 0.6865, 0.7688, 0.704, 0.5608, 0.5304, 0.4292, 0.5015, 0.42, 0.4766, 0.4965, 0.5154, 0.4221, 0.2928, 0.3859, 0.3146, 0.2556, 0.2796, 0.2238, 0.2539, 0.1629, 0.1982, 0.1829, 0.2158, 0.2254, 0.2254, 0.1155, 0.0999, 0.0909, 0.0637, 0.0442, 0.0955, 0.0556, 0.2414, 0.1636, 0.2447, 0.2517, 0.2167, 0.3038, 0.3383, 0.278, 0.2161, 0.2217, 0.1575, 0.1791, 0.241, 0.231, 0.1981, 0.3902, 0.3536, 0.3789, 0.3809, 0.397, 0.3972, 0.2344, 0.2764, 0.2485, 0.2487, 0.1928, 0.1745, 0.2146, 0.2057, 0.1587, 0.2058, 0.3189, 0.3305, 0.2638, 0.2232, 0.1394, 0.179, 0.0943, 0.033, 0.0495, -0.0714, -0.0423, -0.0334, -0.0873, -0.1987, -0.2355, -0.2396, -0.2889, -0.2888, -0.3526, -0.3786, -0.3377, -0.3246, -0.349, -0.3255, -0.3255, -0.2578, -0.2949]}
{"unit_id": "quote:1923083158045495328", "ticker_idx": 0, "ts": "2025-05-15T18:28:48+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not just $rklb, also $hood and $tsla, my core positions", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds RKLB, HOOD, and TSLA as core long positions in founder-led companies.", "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": "Funny as it is. I agree, I really like founder led companies, with founders who are obsessed with making their products better. Not just $rklb, also $hood and $tsla, my core positions.", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB\n\nI like Rocket Lab. \n\nLong 1700 shares avg $21.90\n\nMy only thesis is I heard the founder say this below &amp; I was sold on the mission 🚀\n\n$24.50 today +16% this week LFG https://t.co/00yONxqOwj", "parent_author": null, "ret_m1d": -0.04321967415798911, "ret_signed_m1d": -0.04321967415798911, "alpha_spy_m1d": -0.038359234133447884, "alpha_c_m1d": -0.032246347127718566, "bench_spy_m1d": -0.004860440024541224, "bench_c_m1d": -0.010973327030270541, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013877890206142718, "ret_signed_p1d": 0.013877890206142718, "alpha_spy_p1d": 0.007543951099799884, "alpha_c_p1d": 0.002482105297616277, "bench_spy_p1d": 0.006333939106342834, "bench_c_p1d": 0.01139578490852644, "ret_p1w": 0.023790658120756314, "ret_signed_p1w": 0.023790658120756314, "alpha_spy_p1w": 0.03627237041117681, "alpha_c_p1w": 0.02991051773039166, "bench_spy_p1w": -0.012481712290420499, "bench_c_p1w": -0.0061198596096353475, "ret_p1m": 0.007533724791063179, "ret_signed_p1m": 0.007533724791063179, "alpha_spy_p1m": -0.0035424138216253453, "alpha_c_p1m": 0.00408677820515857, "bench_spy_p1m": 0.011076138612688524, "bench_c_p1m": 0.003446946585904609, "ret_p3m": 0.7220460542272391, "ret_signed_p3m": 0.7220460542272391, "alpha_spy_p3m": 0.6303717066439316, "alpha_c_p3m": 0.6502794682026998, "bench_spy_p3m": 0.0916743475833075, "bench_c_p3m": 0.07176658602453934, "ret_p6m": 1.0475813162415126, "ret_signed_p6m": 1.0475813162415126, "alpha_spy_p6m": 0.9047109207427027, "alpha_c_p6m": 0.9612553094008356, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.08632600684067704, "ret_p1y": 2.184377468086131, "ret_signed_p1y": 2.184377468086131, "alpha_spy_p1y": 1.9544195765954966, "alpha_c_p1y": 1.9654388362542463, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.2189386318318849, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007533724791063179, "alpha_spy_stated": -0.0035424138216253453, "alpha_c_stated": 0.00408677820515857, "price_path": [0.111, 0.0999, 0.0282, 0.0016, -0.0662, -0.1082, -0.1959, -0.1574, -0.2137, -0.1875, -0.2601, -0.2468, -0.1911, -0.2601, -0.2546, -0.3212, -0.293, -0.2692, -0.3033, -0.2542, -0.2427, -0.2871, -0.2554, -0.2653, -0.249, -0.1987, -0.1963, -0.2292, -0.2696, -0.2617, -0.291, -0.2803, -0.2331, -0.2906, -0.3509, -0.3053, -0.3188, -0.1836, -0.2216, -0.2216, -0.2415, -0.1646, -0.208, -0.2173, -0.2173, -0.2605, -0.245, -0.1955, -0.1324, -0.1126, -0.1011, -0.1118, -0.136, -0.1229, -0.0884, -0.1086, -0.113, -0.1162, -0.0841, -0.1868, -0.157, -0.1344, -0.0432, 0.0, 0.0139, 0.023, 0.0309, -0.002, 0.0238, 0.0079, 0.0079, 0.1404, 0.1471, 0.0845, 0.0623, 0.0547, 0.0595, 0.067, 0.0488, 0.1467, 0.1753, 0.0773, 0.0849, 0.0468, 0.0075, 0.0527, 0.0476, 0.1043, 0.1043, 0.1911, 0.2998, 0.3267, 0.2827, 0.433, 0.4029, 0.4183, 0.3612, 0.4148, 0.414, 0.414, 0.5416, 0.5361, 0.5519, 0.5504, 0.5476, 0.7133, 0.7684, 0.891, 1.0353, 1.0377, 0.8711, 0.8588, 0.9489, 0.9084, 0.8807, 0.7887, 0.7363, 0.8414, 0.8208, 0.7768, 0.7661, 0.7744, 0.7486, 0.753, 0.772, 0.7851, 0.722, 0.705, 0.6975, 0.7554, 0.7831, 0.6225, 0.6134, 0.6467, 0.7597, 0.8723, 0.9084, 0.8339, 0.8997, 0.927, 0.927, 0.9552, 0.726, 0.7046, 0.8176, 0.8925, 0.8648, 0.8307, 0.9203, 1.115, 1.1427, 0.8733, 0.9064, 0.8707, 0.8949, 0.975, 1.0979, 0.9306, 0.8489, 0.8343, 0.864, 0.8997, 0.9021, 1.0805, 1.2268, 1.3196, 1.4389, 1.5896, 1.6336, 1.548, 1.594, 1.6975, 1.7466, 1.6566, 1.6277, 1.6705, 1.5932, 1.4015, 1.5206, 1.5599, 1.6019, 1.5278, 1.6233, 1.4155, 1.4972, 1.4322, 1.2431, 1.2371, 0.9671, 1.0476]}
{"unit_id": "quote:1923083158045495328", "ticker_idx": 1, "ts": "2025-05-15T18:28:48+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "also $hood and $tsla, my core positions", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds RKLB, HOOD, and TSLA as core long positions in founder-led companies.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Funny as it is. I agree, I really like founder led companies, with founders who are obsessed with making their products better. Not just $rklb, also $hood and $tsla, my core positions.", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB\n\nI like Rocket Lab. \n\nLong 1700 shares avg $21.90\n\nMy only thesis is I heard the founder say this below &amp; I was sold on the mission 🚀\n\n$24.50 today +16% this week LFG https://t.co/00yONxqOwj", "parent_author": null, "ret_m1d": 0.011700709968719192, "ret_signed_m1d": 0.011700709968719192, "alpha_spy_m1d": 0.016561149993260416, "alpha_c_m1d": 0.018330962437108078, "bench_spy_m1d": -0.004860440024541224, "bench_c_m1d": -0.006630252468388886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01779825331123641, "ret_signed_p1d": 0.01779825331123641, "alpha_spy_p1d": 0.011464314204893578, "alpha_c_p1d": 0.011752896038133676, "bench_spy_p1d": 0.006333939106342834, "bench_c_p1d": 0.006045357273102736, "ret_p1w": 0.06740270793211844, "ret_signed_p1w": 0.06740270793211844, "alpha_spy_p1w": 0.07988442022253894, "alpha_c_p1w": 0.08787851213837605, "bench_spy_p1w": -0.012481712290420499, "bench_c_p1w": -0.02047580420625761, "ret_p1m": 0.1964403116182678, "ret_signed_p1m": 0.1964403116182678, "alpha_spy_p1m": 0.18536417300557928, "alpha_c_p1m": 0.22218130962563687, "bench_spy_p1m": 0.011076138612688524, "bench_c_p1m": -0.025740998007369065, "ret_p3m": 0.8801910969693776, "ret_signed_p3m": 0.8801910969693776, "alpha_spy_p3m": 0.7885167493860701, "alpha_c_p3m": 0.8536741804525543, "bench_spy_p3m": 0.0916743475833075, "bench_c_p3m": 0.026516916516823308, "ret_p6m": 1.1483190500121392, "ret_signed_p6m": 1.1483190500121392, "alpha_spy_p6m": 1.0054486545133292, "alpha_c_p6m": 1.1121406745638502, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.036178375448288946, "ret_p1y": 0.261535970118121, "ret_signed_p1y": 0.261535970118121, "alpha_spy_p1y": 0.031578078627486406, "alpha_c_p1y": 0.24015341159278458, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.021382558525336437, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1964403116182678, "alpha_spy_stated": 0.18536417300557928, "alpha_c_stated": 0.22218130962563687, "price_path": [0.0758, -0.004, -0.0239, -0.0761, -0.1496, -0.1772, -0.2432, -0.195, -0.1961, -0.1744, -0.2273, -0.2383, -0.207, -0.261, -0.268, -0.4128, -0.4008, -0.3586, -0.4064, -0.3533, -0.3075, -0.3392, -0.2947, -0.2805, -0.269, -0.203, -0.2065, -0.2629, -0.275, -0.3092, -0.3141, -0.3052, -0.2966, -0.3695, -0.4313, -0.4164, -0.4369, -0.3044, -0.3324, -0.2802, -0.2726, -0.2736, -0.3299, -0.3214, -0.3214, -0.3433, -0.3064, -0.264, -0.2065, -0.1851, -0.1936, -0.1864, -0.1907, -0.2317, -0.1992, -0.2081, -0.1976, -0.1762, -0.1089, -0.0994, -0.0536, 0.0311, 0.0117, 0.0, 0.0178, 0.0592, 0.0697, 0.0524, 0.0674, 0.041, 0.041, 0.088, 0.0735, 0.0539, 0.0901, 0.1203, 0.1819, 0.191, 0.195, 0.234, 0.2096, 0.195, 0.234, 0.2169, 0.1964, 0.2648, 0.2352, 0.2912, 0.2912, 0.2937, 0.2582, 0.3515, 0.3637, 0.3929, 0.3683, 0.543, 0.5216, 0.6147, 0.5557, 0.5557, 0.5402, 0.5041, 0.558, 0.6266, 0.6206, 0.6473, 0.6404, 0.7015, 0.7378, 0.8085, 0.7195, 0.6785, 0.6823, 0.6798, 0.7279, 0.7596, 0.7027, 0.7485, 0.6983, 0.6463, 0.753, 0.738, 0.7411, 0.8331, 0.8891, 0.8724, 0.8802, 0.79, 0.8245, 0.8815, 0.8955, 0.7716, 0.736, 0.7518, 0.8016, 0.7788, 0.793, 0.6961, 0.7088, 0.7144, 0.7144, 0.6618, 0.6615, 0.6959, 0.6686, 0.9328, 0.9529, 0.9357, 0.9405, 0.8957, 0.8924, 0.9344, 0.9552, 0.9926, 1.0564, 1.0582, 1.0798, 1.0897, 1.0213, 1.0069, 1.2531, 1.3596, 1.293, 1.4011, 1.4501, 1.3774, 1.3896, 1.4863, 1.5125, 1.29, 1.3184, 1.224, 1.2108, 1.1661, 1.1409, 1.238, 1.1727, 1.0966, 1.2137, 1.3037, 1.4038, 1.4102, 1.3863, 1.2754, 1.4189, 1.4239, 1.2544, 1.3481, 1.0943, 1.1483]}
{"unit_id": "quote:1923083158045495328", "ticker_idx": 2, "ts": "2025-05-15T18:28:48+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "also $hood and $tsla, my core positions", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds RKLB, HOOD, and TSLA as core long positions in founder-led companies.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Funny as it is. I agree, I really like founder led companies, with founders who are obsessed with making their products better. Not just $rklb, also $hood and $tsla, my core positions.", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB\n\nI like Rocket Lab. \n\nLong 1700 shares avg $21.90\n\nMy only thesis is I heard the founder say this below &amp; I was sold on the mission 🚀\n\n$24.50 today +16% this week LFG https://t.co/00yONxqOwj", "parent_author": null, "ret_m1d": 0.014176492759263581, "ret_signed_m1d": 0.014176492759263581, "alpha_spy_m1d": 0.019036932783804805, "alpha_c_m1d": 0.011950495110611081, "bench_spy_m1d": -0.004860440024541224, "bench_c_m1d": 0.0022259976486525, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0208856061756566, "ret_signed_p1d": 0.0208856061756566, "alpha_spy_p1d": 0.014551667069313767, "alpha_c_p1d": 0.01142490177332256, "bench_spy_p1d": 0.006333939106342834, "bench_c_p1d": 0.009460704402334041, "ret_p1w": -0.0051922254864590345, "ret_signed_p1w": -0.0051922254864590345, "alpha_spy_p1w": 0.007289486803961465, "alpha_c_p1w": 0.009045140558300857, "bench_spy_p1w": -0.012481712290420499, "bench_c_p1w": -0.014237366044759892, "ret_p1m": -0.051076394001313585, "ret_signed_p1m": -0.051076394001313585, "alpha_spy_p1m": -0.06215253261400211, "alpha_c_p1m": -0.03303622241911652, "bench_spy_p1m": 0.011076138612688524, "bench_c_p1m": -0.018040171582197062, "ret_p3m": -0.005775657616317487, "ret_signed_p3m": -0.005775657616317487, "alpha_spy_p3m": -0.09745000519962499, "alpha_c_p3m": -0.05953491584197845, "bench_spy_p3m": 0.0916743475833075, "bench_c_p3m": 0.053759258225660966, "ret_p6m": 0.2529023389450471, "ret_signed_p6m": 0.2529023389450471, "alpha_spy_p6m": 0.11003194344623712, "alpha_c_p6m": 0.15482523129553494, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.09807710764951216, "ret_p1y": 0.14494487305232573, "ret_signed_p1y": 0.14494487305232573, "alpha_spy_p1y": -0.08501301843830888, "alpha_c_p1y": 0.04444452383768893, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.1005003492146368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.051076394001313585, "alpha_spy_stated": -0.06215253261400211, "alpha_c_stated": -0.03303622241911652, "price_path": [0.038, 0.0329, 0.0517, 0.0338, -0.0146, -0.0358, -0.1167, -0.1517, -0.1776, -0.1454, -0.1697, -0.2065, -0.1859, -0.2315, -0.2338, -0.352, -0.3274, -0.2763, -0.2979, -0.2708, -0.3057, -0.3428, -0.312, -0.3108, -0.2745, -0.1879, -0.1595, -0.2064, -0.2033, -0.2312, -0.244, -0.2169, -0.1752, -0.2203, -0.3016, -0.3195, -0.3528, -0.206, -0.2638, -0.264, -0.2639, -0.2588, -0.2954, -0.2959, -0.2959, -0.3364, -0.3058, -0.2686, -0.243, -0.1688, -0.1661, -0.1482, -0.1769, -0.1817, -0.1622, -0.1825, -0.1968, -0.1943, -0.1692, -0.13, -0.0713, -0.0255, 0.0142, 0.0, 0.0209, -0.0021, 0.0029, -0.0239, -0.0052, -0.0102, -0.0102, 0.0585, 0.0411, 0.0455, 0.0106, -0.0004, 0.0042, -0.0314, -0.1695, -0.1391, -0.0999, -0.0488, -0.0478, -0.0692, -0.0511, -0.0399, -0.0772, -0.0606, -0.0606, -0.0603, 0.0171, -0.0069, -0.0445, -0.0497, -0.056, -0.0734, -0.1228, -0.0793, -0.0801, -0.0801, -0.1426, -0.1313, -0.1369, -0.0961, -0.0855, -0.0756, -0.0935, -0.0617, -0.0683, -0.0384, -0.0418, -0.0312, -0.0299, -0.1094, -0.0781, -0.0503, -0.0631, -0.0694, -0.1008, -0.1172, -0.0979, -0.0995, -0.0668, -0.0599, -0.0384, -0.0111, -0.0058, -0.01, -0.0211, -0.0358, -0.0223, -0.0394, -0.0552, -0.0662, -0.0082, 0.011, 0.0258, 0.0198, 0.0092, -0.0261, -0.0261, -0.0393, -0.0255, -0.0125, 0.0234, 0.0104, 0.0121, 0.0145, 0.0758, 0.155, 0.1961, 0.2299, 0.2422, 0.2159, 0.2428, 0.2666, 0.2422, 0.2916, 0.235, 0.2846, 0.2928, 0.2972, 0.3402, 0.2718, 0.2538, 0.3221, 0.2633, 0.2797, 0.2705, 0.2061, 0.2715, 0.2521, 0.2693, 0.2507, 0.2815, 0.3051, 0.2911, 0.2805, 0.3097, 0.2652, 0.3197, 0.3434, 0.3462, 0.2838, 0.3318, 0.3662, 0.2959, 0.3479, 0.3007, 0.2529]}
{"unit_id": "orig:1917778511579726276", "ticker_idx": 0, "ts": "2025-05-01T03:10:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Elon said he will spend more time on Tesla. Either Elon is liar or WSJ is.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implicitly bullish TSLA: author frames Musk's commitment to spend more time at Tesla as credible, dismissing WSJ's contrary reporting.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Elon said he will spend more time on Tesla. Either Elon is liar or WSJ is.  Your choice. $tsla", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005846337917678968, "ret_signed_m1d": 0.005846337917678968, "alpha_spy_m1d": 0.012883335713539834, "alpha_c_m1d": 0.011341742836506907, "bench_spy_m1d": -0.0070369977958608665, "bench_c_m1d": -0.00549540491882794, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023848576584252656, "ret_signed_p1d": 0.023848576584252656, "alpha_spy_p1d": 0.009004440073034248, "alpha_c_p1d": 0.008320604317502589, "bench_spy_p1d": 0.014844136511218409, "bench_c_p1d": 0.015527972266750067, "ret_p1w": 0.015328741191192874, "ret_signed_p1w": 0.015328741191192874, "alpha_spy_p1w": 0.0035285952534229725, "alpha_c_p1w": -0.00024973031492203646, "bench_spy_p1w": 0.011800145937769901, "bench_c_p1w": 0.01557847150611491, "ret_p1m": 0.23506347149540385, "ret_signed_p1m": 0.23506347149540385, "alpha_spy_p1m": 0.17969766508726392, "alpha_c_p1m": 0.15717095858255403, "bench_spy_p1m": 0.05536580640813993, "bench_c_p1m": 0.07789251291284982, "ret_p3m": 0.14501648647710708, "ret_signed_p3m": 0.14501648647710708, "alpha_spy_p3m": 0.0041529577975867316, "alpha_c_p3m": 0.010166114557978334, "bench_spy_p3m": 0.14086352867952034, "bench_c_p3m": 0.13485037191912874, "ret_p6m": 0.546128683184729, "ret_signed_p6m": 0.546128683184729, "alpha_spy_p6m": 0.3264832516752927, "alpha_c_p6m": 0.34327836627092556, "bench_spy_p6m": 0.21964543150943627, "bench_c_p6m": 0.2028503169138034, "ret_p1y": 0.39918727852534786, "ret_signed_p1y": 0.39918727852534786, "alpha_spy_p1y": 0.11560097752470777, "alpha_c_p1y": 0.18096266241473868, "bench_spy_p1y": 0.2835863010006401, "bench_c_p1y": 0.21822461611060917, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23506347149540385, "alpha_spy_stated": 0.17969766508726392, "alpha_c_stated": 0.15717095858255403, "price_path": [0.3677, 0.3982, 0.3481, 0.3344, 0.2891, 0.2503, 0.171, 0.1996, 0.2689, 0.2685, 0.2685, 0.2623, 0.2853, 0.2634, 0.2042, 0.1783, 0.0794, 0.0366, 0.0051, 0.0444, 0.0147, -0.0302, -0.0051, -0.0609, -0.0636, -0.2081, -0.178, -0.1156, -0.142, -0.1089, -0.1515, -0.1968, -0.1592, -0.1578, -0.1134, -0.0076, 0.0272, -0.0302, -0.0263, -0.0605, -0.0761, -0.043, 0.008, -0.0472, -0.1465, -0.1684, -0.2091, -0.0297, -0.1002, -0.1006, -0.1004, -0.0941, -0.1389, -0.1396, -0.1396, -0.189, -0.1517, -0.1062, -0.0749, 0.0158, 0.0191, 0.041, 0.0058, 0.0, 0.0238, -0.0009, -0.0184, -0.0153, 0.0153, 0.0632, 0.135, 0.1909, 0.2394, 0.2221, 0.2476, 0.2195, 0.2257, 0.1929, 0.2157, 0.2097, 0.2097, 0.2936, 0.2723, 0.2777, 0.2351, 0.2216, 0.2273, 0.1837, 0.0149, 0.0521, 0.1, 0.1624, 0.1637, 0.1376, 0.1597, 0.1733, 0.1277, 0.148, 0.148, 0.1484, 0.243, 0.2137, 0.1677, 0.1613, 0.1537, 0.1324, 0.072, 0.1252, 0.1242, 0.1242, 0.0478, 0.0616, 0.0548, 0.1046, 0.1176, 0.1297, 0.1079, 0.1467, 0.1386, 0.1751, 0.171, 0.1839, 0.1855, 0.0883, 0.1267, 0.1607, 0.145, 0.1373, 0.0989, 0.0788, 0.1025, 0.1005, 0.1404, 0.1488, 0.1751, 0.2086, 0.215, 0.2098, 0.1963, 0.1784, 0.1948, 0.1739, 0.1546, 0.1411, 0.2121, 0.2356, 0.2536, 0.2463, 0.2334, 0.1902, 0.1902, 0.1741, 0.191, 0.2068, 0.2507, 0.2348, 0.2369, 0.2398, 0.3147, 0.4115, 0.4617, 0.503, 0.5181, 0.486, 0.5189, 0.5479, 0.5181, 0.5785, 0.5093, 0.5699, 0.58, 0.5853, 0.6379, 0.5543, 0.5323, 0.6157, 0.5439, 0.5638, 0.5526, 0.474, 0.5539, 0.5302, 0.5512, 0.5284, 0.5661, 0.595, 0.5778, 0.5648, 0.6005, 0.5461]}
{"unit_id": "quote:1939487004867043836", "ticker_idx": 1, "ts": "2025-06-30T00:51:50+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": "Can you imagine how much the stock, crypto, and housing market are going to explode if this happens? Parabolic!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish stocks and crypto on scenario of rates dropping to 1-2%; expects parabolic moves across markets.", "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": "Can you imagine how much the stock, crypto, and housing market are going to explode if this happens? Parabolic!", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: President Trump says interest rates should be at 1-2%.", "parent_author": null, "ret_m1d": -0.0004378224008870779, "ret_signed_m1d": -0.0004378224008870779, "alpha_spy_m1d": 0.004320606028268226, "alpha_c_m1d": 0.004320606028268226, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.004758428429155304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013413452013053329, "ret_signed_p1d": -0.013413452013053329, "alpha_spy_p1d": -0.013089837728918585, "alpha_c_p1d": -0.013089837728918585, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": -0.00032361428413474336, "ret_p1w": 0.010869575521556651, "ret_signed_p1w": 0.010869575521556651, "alpha_spy_p1w": 0.0062891349486755566, "alpha_c_p1w": 0.0062891349486755566, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004580440572881095, "ret_p1m": 0.10068398447261839, "ret_signed_p1m": 0.10068398447261839, "alpha_spy_p1m": 0.07250557032444171, "alpha_c_p1m": 0.07250557032444171, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.028178414148176678, "ret_p3m": 0.01786481657290495, "ret_signed_p3m": 0.01786481657290495, "alpha_spy_p3m": -0.05015241369034418, "alpha_c_p3m": -0.05015241369034418, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.06801723026324913, "ret_p6m": -0.18407872402626269, "ret_signed_p6m": -0.18407872402626269, "alpha_spy_p6m": -0.30393926225075285, "alpha_c_p6m": -0.30393926225075285, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.11986053822449017, "ret_p1y": -0.39871896840758436, "ret_signed_p1y": -0.39871896840758436, "alpha_spy_p1y": -0.6081468513139482, "alpha_c_p1y": -0.6081468513139482, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.20942788290636383, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10068398447261839, "alpha_spy_stated": 0.07250557032444171, "alpha_c_stated": 0.07250557032444171, "price_path": [-0.2301, -0.2243, -0.2174, -0.2604, -0.2881, -0.2293, -0.2568, -0.2215, -0.2109, -0.219, -0.2156, -0.2076, -0.2117, -0.1831, -0.1278, -0.1254, -0.1231, -0.1159, -0.1135, -0.1199, -0.1207, -0.0993, -0.0954, -0.1156, -0.0964, -0.0943, -0.0363, -0.0389, -0.0403, -0.0277, -0.0336, -0.0316, -0.034, -0.0143, -0.0032, 0.0237, 0.0424, 0.0014, 0.0215, 0.0174, 0.0062, -0.0139, -0.0293, -0.0117, -0.0159, -0.0224, -0.0519, -0.0256, 0.0295, 0.0291, 0.0145, -0.0113, -0.0097, -0.0032, -0.0237, -0.021, -0.0229, -0.0357, -0.0145, -0.0102, 0.0021, -0.0016, -0.0004, 0.0, -0.0134, 0.0161, 0.0235, 0.0084, 0.0109, 0.0169, 0.0391, 0.0826, 0.0969, 0.1187, 0.0993, 0.1083, 0.1135, 0.1014, 0.0962, 0.12, 0.1085, 0.1048, 0.098, 0.1007, 0.1007, 0.0998, 0.0805, 0.0577, 0.0741, 0.0654, 0.0737, 0.0967, 0.0892, 0.1082, 0.1217, 0.1513, 0.1048, 0.0958, 0.0851, 0.0532, 0.0666, 0.0493, 0.0909, 0.0279, 0.0436, 0.0381, 0.0505, 0.0119, 0.0197, 0.0379, 0.0428, 0.0335, 0.0328, 0.0461, 0.041, 0.0637, 0.0781, 0.0837, 0.0776, 0.0906, 0.0871, 0.0934, 0.0798, 0.0524, 0.0455, 0.0578, 0.0179, 0.0241, 0.0678, 0.0646, 0.1075, 0.1264, 0.1412, 0.1644, 0.1336, 0.1514, 0.136, 0.0567, 0.0759, 0.0558, 0.034, 0.0098, -0.0062, 0.0322, 0.0125, 0.0052, 0.0274, 0.0364, 0.0652, 0.0543, 0.0273, 0.0109, 0.0226, -0.0055, -0.0518, -0.0303, -0.0545, -0.0351, -0.0106, -0.0386, -0.0511, -0.0694, -0.1189, -0.1404, -0.1324, -0.1463, -0.1914, -0.2058, -0.1761, -0.1848, -0.1551, -0.1479, -0.1514, -0.1943, -0.1473, -0.127, -0.14, -0.1657, -0.154, -0.1348, -0.1411, -0.1365, -0.1574, -0.1934, -0.1801, -0.1959, -0.2023, -0.1776, -0.174, -0.1841]}
{"unit_id": "quote:1889801937652162985", "ticker_idx": 0, "ts": "2025-02-12T22:21:07+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This what growth looks like. 🔥🔥🔥 $hood", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Robinhood's record Q4 results as durable growth; bullish on HOOD.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "This what growth looks like.\n🔥🔥🔥 $hood", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD\n\nROBINHOOD CRUSHES Q4 EARNINGS &amp; PUTS UP THEIR BEST RESULTS EVER AS PUBLIC COMPANY.\n\n- 115% YoY GROWTH TO A RECORD $1.01B IN REVENUE\n- $16B OF Q4 NET DEPOSITS, THE HIGHEST NET DEPOSITS EVER\n- 86% YoY GROWTH IN GOLD SUBSCRIBERS, NOW AT 2.6M \n- 5M SHARES BOUGHT BACK \n- 300% https://t.co/4yNHo6vTfX", "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
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{"unit_id": "reply:1939542494980759734", "ticker_idx": 0, "ts": "2025-06-30T04:32:20+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This thing is so under the radar, and overdelivering", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD; author views it as under the radar and consistently overdelivering.", "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": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy I should of moved all my $TSLA to $HOOD back in Dec.  This thing is so under the radar, and overdelivering.", "reply_text": null, "parent_text": "Anyone else feel like $HOOD is going to explode tomorrow? \n\nSomething feels different about this announcement they’re making.\n\nI think tokenization will be announced.\n\nAnd when it is….$100 per share will happen VERY fast.", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.11321156450994274, "ret_signed_m1d": -0.11321156450994274, "alpha_spy_m1d": -0.10845313608078744, "alpha_c_m1d": -0.10500078251689726, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013884390264849888, "ret_signed_p1d": -0.013884390264849888, "alpha_spy_p1d": -0.013560775980715145, "alpha_c_p1d": -0.01942198385381355, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": -0.001815637871751652, "ret_signed_p1w": -0.001815637871751652, "alpha_spy_p1w": -0.006396078444632747, "alpha_c_p1w": -0.007735073248912427, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.10349249947299888, "ret_signed_p1m": 0.10349249947299888, "alpha_spy_p1m": 0.0753140853248222, "alpha_c_p1m": 0.09528156953660272, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": 0.309943448934594, "ret_signed_p3m": 0.309943448934594, "alpha_spy_p3m": 0.2419262186713449, "alpha_c_p3m": 0.2855779187884733, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": 0.2842037956951895, "ret_signed_p6m": 0.2842037956951895, "alpha_spy_p6m": 0.16434325747069933, "alpha_c_p6m": 0.21857760475121624, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": 0.1235715052250721, "ret_signed_p1y": 0.1235715052250721, "alpha_spy_p1y": -0.08585637768129173, "alpha_c_p1y": 0.0791341308289768, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10349249947299888, "alpha_spy_stated": 0.0753140853248222, "alpha_c_stated": 0.09528156953660272, "price_path": [-0.5442, -0.5914, -0.6314, -0.6218, -0.6351, -0.5492, -0.5673, -0.5335, -0.5286, -0.5292, -0.5657, -0.5602, -0.5602, -0.5744, -0.5505, -0.523, -0.4857, -0.4719, -0.4774, -0.4727, -0.4755, -0.5021, -0.481, -0.4868, -0.48, -0.4661, -0.4225, -0.4163, -0.3866, -0.3317, -0.3443, -0.3519, -0.3404, -0.3136, -0.3067, -0.318, -0.3082, -0.3253, -0.3253, -0.2949, -0.3043, -0.317, -0.2935, -0.274, -0.234, -0.2281, -0.2256, -0.2003, -0.2161, -0.2256, -0.2003, -0.2114, -0.2246, -0.1803, -0.1995, -0.1632, -0.1632, -0.1616, -0.1846, -0.1241, -0.1162, -0.0973, -0.1132, 0.0, -0.0139, 0.0465, 0.0082, 0.0082, -0.0018, -0.0252, 0.0097, 0.0541, 0.0503, 0.0676, 0.0631, 0.1027, 0.1262, 0.1721, 0.1144, 0.0878, 0.0902, 0.0886, 0.1198, 0.1403, 0.1035, 0.1332, 0.1006, 0.067, 0.1361, 0.1263, 0.1284, 0.188, 0.2243, 0.2135, 0.2185, 0.1601, 0.1824, 0.2194, 0.2285, 0.1481, 0.1251, 0.1353, 0.1676, 0.1528, 0.162, 0.0992, 0.1074, 0.1111, 0.1111, 0.077, 0.0768, 0.0991, 0.0814, 0.2526, 0.2656, 0.2545, 0.2576, 0.2286, 0.2264, 0.2537, 0.2671, 0.2914, 0.3327, 0.3339, 0.3479, 0.3543, 0.3099, 0.3007, 0.4602, 0.5292, 0.4861, 0.5561, 0.5878, 0.5407, 0.5486, 0.6113, 0.6283, 0.4841, 0.5025, 0.4413, 0.4328, 0.4038, 0.3875, 0.4504, 0.4081, 0.3588, 0.4347, 0.493, 0.5578, 0.562, 0.5465, 0.4746, 0.5677, 0.5709, 0.4611, 0.5217, 0.3573, 0.3923, 0.4512, 0.4091, 0.4203, 0.298, 0.3083, 0.2386, 0.2208, 0.262, 0.1344, 0.146, 0.2279, 0.2343, 0.3692, 0.3692, 0.3723, 0.3162, 0.3452, 0.4273, 0.4641, 0.4093, 0.4571, 0.4494, 0.4489, 0.3177, 0.2763, 0.231, 0.2752, 0.2368, 0.2513, 0.2961, 0.307, 0.2842]}
{"unit_id": "quote:1892750395597791446", "ticker_idx": 0, "ts": "2025-02-21T01:37:14+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "100% agreed $SOFI is the best risk adjusted opportunity right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly agrees SOFI is the best risk-adjusted opportunity available right now.", "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": "quote", "lang": "en", "tweet_text": "100% agreed $SOFI is the best risk adjusted opportunity right now.\n\n(btw, this guy makes @vizualstocks, great tool to see all the $SOFI metrics without digging through quarterly reports, and internet data)", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger @PalantirRealm $SOFI is the best risk adjusted opportunity right now.", "parent_author": null, "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "quote:1904310227844940080", "ticker_idx": 0, "ts": "2025-03-24T23:11:53+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA will revolutionize mobility with scale and cost", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA: frames Waymo as a novelty and Tesla as the scalable mobility revolution.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Waymo is a novelty business. $TSLA will revolutionize mobility with scale and cost.", "reply_text": null, "parent_text": null, "quoted_text": "@SawyerMerritt @Tesla I've heard nothing but glowing reviews from Waymo riders\n\nBut if the cost is trivial for a lidar sensor suite, why does Waymo only have 700 vehicles on the road after 10 years of operation, and in just 3 cities?\n\nTesla will leapfrog them; this will become obvious in a few months", "parent_author": null, "ret_m1d": -0.03383771605584207, "ret_signed_m1d": -0.03383771605584207, "alpha_spy_m1d": -0.03143965902411738, "alpha_c_m1d": -0.02592196119219836, "bench_spy_m1d": -0.0023980570317246874, "bench_c_m1d": -0.00791575486364371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05580626179068926, "ret_signed_p1d": -0.05580626179068926, "alpha_spy_p1d": -0.043867925929981344, "alpha_c_p1d": -0.04274297631239066, "bench_spy_p1d": -0.011938335860707916, "bench_c_p1d": -0.013063285478298603, "ret_p1w": -0.06830020890146471, "ret_signed_p1w": -0.06830020890146471, "alpha_spy_p1w": -0.043120287401908985, "alpha_c_p1w": -0.037220229514037695, "bench_spy_p1w": -0.025179921499555724, "bench_c_p1w": -0.031079979387427015, "ret_p1m": -0.1297980400289268, "ret_signed_p1m": -0.1297980400289268, "alpha_spy_p1m": -0.06021878524429425, "alpha_c_p1m": -0.054040473342269246, "bench_spy_p1m": -0.06957925478463256, "bench_c_p1m": -0.07575756668665756, "ret_p3m": 0.11806756189410206, "ret_signed_p3m": 0.11806756189410206, "alpha_spy_p3m": 0.08231041916141635, "alpha_c_p3m": 0.09495175566366298, "bench_spy_p3m": 0.03575714273268571, "bench_c_p3m": 0.023115806230439073, "ret_p6m": 0.47796197578166466, "ret_signed_p6m": 0.47796197578166466, "alpha_spy_p6m": 0.32909206661119383, "alpha_c_p6m": 0.3023421655005527, "bench_spy_p6m": 0.14886990917047083, "bench_c_p6m": 0.17561981028111195, "ret_p1y": 0.3708960563758583, "ret_signed_p1y": 0.3708960563758583, "alpha_spy_p1y": 0.20337699458663194, "alpha_c_p1y": 0.2813846261413806, "bench_spy_p1y": 0.16751906178922638, "bench_c_p1y": 0.08951143023447772, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1297980400289268, "alpha_spy_stated": -0.06021878524429425, "alpha_c_stated": -0.054040473342269246, "price_path": [0.5761, 0.4981, 0.4486, 0.4015, 0.4015, 0.3163, 0.4244, 0.4266, 0.3686, 0.3707, 0.3707, 0.37, 0.3997, 0.3756, 0.4862, 0.4362, 0.4802, 0.4802, 0.4717, 0.4407, 0.4312, 0.4111, 0.3783, 0.3816, 0.3504, 0.3892, 0.4042, 0.3316, 0.3612, 0.3125, 0.2991, 0.255, 0.2172, 0.1401, 0.1679, 0.2353, 0.235, 0.235, 0.229, 0.2513, 0.23, 0.1723, 0.1471, 0.0509, 0.0092, -0.0215, 0.0168, -0.0121, -0.0559, -0.0314, -0.0857, -0.0884, -0.229, -0.1998, -0.139, -0.1647, -0.1324, -0.174, -0.2181, -0.1814, -0.1801, -0.1368, -0.0338, 0.0, -0.0558, -0.0521, -0.0853, -0.1006, -0.0683, -0.0187, -0.0724, -0.169, -0.1904, -0.23, -0.0553, -0.124, -0.1243, -0.1242, -0.1181, -0.1617, -0.1623, -0.1623, -0.2105, -0.1741, -0.1298, -0.0994, -0.0111, -0.0078, 0.0135, -0.0208, -0.0264, -0.0032, -0.0273, -0.0444, -0.0414, -0.0115, 0.0351, 0.1049, 0.1594, 0.2066, 0.1898, 0.2146, 0.1872, 0.1932, 0.1613, 0.1836, 0.1777, 0.1777, 0.2594, 0.2386, 0.2439, 0.2024, 0.1893, 0.1948, 0.1524, -0.0119, 0.0243, 0.0709, 0.1317, 0.1329, 0.1075, 0.129, 0.1423, 0.0979, 0.1177, 0.1177, 0.1181, 0.2101, 0.1816, 0.1368, 0.1306, 0.1232, 0.1025, 0.0436, 0.0955, 0.0944, 0.0944, 0.0201, 0.0336, 0.0269, 0.0754, 0.088, 0.0998, 0.0786, 0.1164, 0.1085, 0.1441, 0.14, 0.1526, 0.1542, 0.0596, 0.0969, 0.13, 0.1147, 0.1072, 0.0699, 0.0503, 0.0733, 0.0714, 0.1103, 0.1184, 0.1441, 0.1766, 0.1829, 0.1778, 0.1646, 0.1472, 0.1632, 0.1429, 0.1241, 0.111, 0.18, 0.2029, 0.2205, 0.2133, 0.2007, 0.1587, 0.1587, 0.1431, 0.1595, 0.1749, 0.2176, 0.2022, 0.2042, 0.207, 0.28, 0.3741, 0.4231, 0.4632, 0.478]}
{"unit_id": "orig:1882456929001168978", "ticker_idx": 0, "ts": "2025-01-23T15:54:40+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OKLO is a cool company I have been swing trading. Huge cash cow if they can do it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long OKLO on nuclear waste recycling + subscription electricity model as a potential huge cash cow.", "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": "$OKLO is a cool company I have been swing trading. They're going to take old nuclear waste (FREE), recycle and reuse 80% of it. With the country's supply, they can power the entire US population for 100 years. \n\nOnce they build the power station, they plan to own & operate and charge for electricity like subscription.  Huge cash cow if they can do it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11887572860916806, "ret_signed_m1d": -0.11887572860916806, "alpha_spy_m1d": -0.11344729875791482, "alpha_c_m1d": -0.11344729875791482, "bench_spy_m1d": -0.005428429851253247, "bench_c_m1d": -0.005428429851253247, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07839094923206336, "ret_signed_p1d": 0.07839094923206336, "alpha_spy_p1d": 0.0813103160041635, "alpha_c_p1d": 0.0813103160041635, "bench_spy_p1d": -0.0029193667721001404, "bench_c_p1d": -0.0029193667721001404, "ret_p1w": 0.08071173714905377, "ret_signed_p1w": 0.08071173714905377, "alpha_spy_p1w": 0.08843623868351835, "alpha_c_p1w": 0.08843623868351835, "bench_spy_p1w": -0.0077245015344645784, "bench_c_p1w": -0.0077245015344645784, "ret_p1m": 0.0002579199728032222, "ret_signed_p1m": 0.0002579199728032222, "alpha_spy_p1m": 0.0163465081035421, "alpha_c_p1m": 0.0163465081035421, "bench_spy_p1m": -0.01608858813073888, "bench_c_p1m": -0.01608858813073888, "ret_p3m": -0.4448168807540156, "ret_signed_p3m": -0.4448168807540156, "alpha_spy_p3m": -0.3121168269054738, "alpha_c_p3m": -0.3121168269054738, "bench_spy_p3m": -0.13270005384854178, "bench_c_p3m": -0.13270005384854178, "ret_p6m": 0.7787520765410472, "ret_signed_p6m": 0.7787520765410472, "alpha_spy_p6m": 0.7433625176195533, "alpha_c_p6m": 0.7433625176195533, "bench_spy_p6m": 0.03538955892149387, "bench_c_p6m": 0.03538955892149387, "ret_p1y": 1.6431150909349883, "ret_signed_p1y": 1.6431150909349883, "alpha_spy_p1y": 1.4896532629740031, "alpha_c_p1y": 1.4896532629740031, "bench_spy_p1y": 0.15346182796098518, "bench_c_p1y": 0.15346182796098518, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0002579199728032222, "alpha_spy_stated": 0.0163465081035421, "alpha_c_stated": 0.0163465081035421, "price_path": [-0.3682, -0.3595, -0.4097, -0.4208, -0.4412, -0.4572, -0.4693, -0.4399, -0.3151, -0.369, -0.3796, -0.4175, -0.4048, -0.3842, -0.5358, -0.467, -0.4379, -0.4598, -0.3494, -0.3502, -0.4092, -0.4317, -0.434, -0.434, -0.393, -0.4268, -0.4809, -0.4755, -0.4822, -0.435, -0.4819, -0.525, -0.5031, -0.5263, -0.5222, -0.5235, -0.5075, -0.526, -0.4595, -0.4451, -0.4322, -0.3912, -0.3912, -0.3801, -0.4126, -0.3901, -0.4526, -0.4526, -0.4366, -0.2973, -0.2264, -0.2393, -0.3265, -0.3265, -0.3491, -0.41, -0.4118, -0.3767, -0.3752, -0.3283, -0.3283, -0.1942, -0.1189, 0.0, 0.0784, -0.1978, -0.1202, -0.0897, 0.0807, 0.073, 0.1844, 0.2091, 0.3022, 0.2316, 0.4309, 0.3855, 0.2914, 0.4023, 0.419, 0.3569, 0.3569, 0.2942, 0.1635, 0.1001, 0.0003, -0.1212, -0.173, -0.0926, -0.1648, -0.139, -0.2424, -0.2027, -0.2189, -0.3303, -0.3226, -0.3891, -0.3432, -0.3247, -0.3824, -0.2852, -0.278, -0.329, -0.2767, -0.2839, -0.2996, -0.2029, -0.254, -0.32, -0.3858, -0.4226, -0.4422, -0.419, -0.4146, -0.4355, -0.4894, -0.4345, -0.4783, -0.3791, -0.4141, -0.4198, -0.4185, -0.4069, -0.444, -0.4332, -0.4332, -0.4742, -0.4448, -0.3974, -0.3729, -0.3878, -0.3685, -0.3698, -0.3878, -0.3216, -0.3234, -0.3432, -0.261, -0.3007, -0.3051, -0.2757, -0.2561, -0.1741, -0.0456, -0.0353, -0.0273, 0.0245, -0.0312, -0.0508, 0.0242, 0.2602, 0.2602, 0.3899, 0.4244, 0.3649, 0.3595, 0.3522, 0.2834, 0.2659, 0.2161, 0.2968, 0.3992, 0.3548, 0.7543, 0.6627, 0.6416, 0.6877, 0.6186, 0.5993, 0.5993, 0.4943, 0.4211, 0.5655, 0.433, 0.4402, 0.425, 0.4438, 0.3342, 0.3236, 0.3853, 0.3853, 0.4425, 0.3801, 0.3907, 0.4299, 0.4461, 0.6093, 0.5717, 0.6599, 0.7321, 0.7788]}
{"unit_id": "reply:1932884297179865121", "ticker_idx": 0, "ts": "2025-06-11T19:35:02+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB is really good with small satellite, and they are well regarded by SpaceX is big plus for me. I'd like to be more aggressive on my investment.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB; author wants to be more aggressive on position, bullish on small-sat expertise and SpaceX endorsement, though warns of prolonged sideways price action.", "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": "reply_other", "lang": "en", "tweet_text": "I think it will take much longer than we all expect it. A lot of us tracking price day to day, and some of us will be upset by the sideway movement.  I'd like to be more aggressive on my investment.\n\n$RKLB is really good with small satellite, and they are well regarded by SpaceX is big plus for me.\n\nThe bigger point is: If your company depends on a $100m fund raising to launch a your business with a rocket lab, vs your typical SV company getting a SaaS service.  This is a big friction to Rocket Lab business. We need like massive massive public, and VC funding in space to see more demand.   \n\nSPB very much understands this likely, by pivoting toward end to end.  This end to end will provide recurring revenue and scale over time such as mfg satellite, servicing them, etc.", "reply_text": null, "parent_text": "@DeepValueBagger Thanks for sharing your conversation- silly that people are hating for just sharing content 😂\n\nI think / would hope most $RKLB and space investors are aware that SpaceXs revenue is primarily driven by starlink and that most of SpaceX launch is for starlink.\n \nThis doesn’t really", "quoted_text": null, "parent_author": "AceCrouton", "ret_m1d": -0.006944463809175905, "ret_signed_m1d": -0.006944463809175905, "alpha_spy_m1d": -0.009804492631778072, "alpha_c_m1d": -0.00645909776730158, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": -0.0004853660418743244, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03508775476628012, "ret_signed_p1d": -0.03508775476628012, "alpha_spy_p1d": -0.039061926816342685, "alpha_c_p1d": -0.03245327903146533, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": -0.0026344757348147896, "ret_p1w": 0.017909347960057165, "ret_signed_p1w": 0.017909347960057165, "alpha_spy_p1w": 0.024427986418366965, "alpha_c_p1w": 0.03198313606575176, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.014073788105694596, "ret_p1m": 0.4290934796005723, "ret_signed_p1m": 0.4290934796005723, "alpha_spy_p1m": 0.38534249025167866, "alpha_c_p1m": 0.380848890367917, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.04824458923265529, "ret_p3m": 0.744517488211526, "ret_signed_p3m": 0.744517488211526, "alpha_spy_p3m": 0.6623902599508018, "alpha_c_p3m": 0.6925872983792352, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.05193018983229081, "ret_p6m": 0.804458985034006, "ret_signed_p6m": 0.804458985034006, "alpha_spy_p6m": 0.6598596618155494, "alpha_c_p6m": 0.7220675620409398, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.08239142299306623, "ret_p1y": 4.244151773638992, "ret_signed_p1y": 4.244151773638992, "alpha_spy_p1y": 3.9717827109417017, "alpha_c_p1y": 4.027684215242988, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.21646755839600496, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4290934796005723, "alpha_spy_stated": 0.38534249025167866, "alpha_c_stated": 0.380848890367917, "price_path": [-0.3125, -0.3019, -0.3428, -0.3136, -0.3227, -0.3077, -0.2613, -0.2591, -0.2895, -0.3268, -0.3194, -0.3465, -0.3366, -0.2931, -0.3461, -0.4017, -0.3596, -0.3721, -0.2474, -0.2825, -0.2825, -0.3008, -0.2299, -0.2699, -0.2785, -0.2785, -0.3183, -0.3041, -0.2584, -0.2003, -0.182, -0.1714, -0.1813, -0.2036, -0.1915, -0.1597, -0.1784, -0.1824, -0.1853, -0.1557, -0.2504, -0.223, -0.2021, -0.1181, -0.0782, -0.0654, -0.057, -0.0497, -0.08, -0.0563, -0.0709, -0.0709, 0.0512, 0.0574, -0.0004, -0.0208, -0.0278, -0.0234, -0.0164, -0.0333, 0.057, 0.0833, -0.0069, 0.0, -0.0351, -0.0713, -0.0296, -0.0344, 0.0179, 0.0179, 0.098, 0.1981, 0.223, 0.1824, 0.3209, 0.2931, 0.3074, 0.2548, 0.3041, 0.3034, 0.3034, 0.4211, 0.4159, 0.4306, 0.4291, 0.4265, 0.5793, 0.6301, 0.7431, 0.8761, 0.8783, 0.7248, 0.7135, 0.7964, 0.7591, 0.7336, 0.6488, 0.6005, 0.6974, 0.6784, 0.6378, 0.6279, 0.6356, 0.6118, 0.6159, 0.6334, 0.6455, 0.5874, 0.5716, 0.5647, 0.6181, 0.6436, 0.4956, 0.4872, 0.5179, 0.6221, 0.7259, 0.7591, 0.6904, 0.7511, 0.7763, 0.7763, 0.8023, 0.591, 0.5713, 0.6754, 0.7445, 0.7189, 0.6875, 0.7701, 0.9496, 0.9751, 0.7268, 0.7573, 0.7244, 0.7467, 0.8205, 0.9338, 0.7796, 0.7043, 0.6908, 0.7182, 0.7511, 0.7533, 0.9178, 1.0526, 1.1382, 1.2482, 1.3871, 1.4276, 1.3487, 1.3911, 1.4865, 1.5318, 1.4488, 1.4221, 1.4616, 1.3904, 1.2136, 1.3235, 1.3596, 1.3984, 1.33, 1.4181, 1.2266, 1.3019, 1.242, 1.0676, 1.0621, 0.8132, 0.8874, 0.8969, 0.8728, 0.8264, 0.6539, 0.6645, 0.583, 0.5636, 0.5943, 0.443, 0.473, 0.5515, 0.557, 0.5325, 0.5325, 0.5402, 0.4755, 0.5314, 0.6345, 0.8045]}
{"unit_id": "orig:1884741562627748082", "ticker_idx": 0, "ts": "2025-01-29T23:12:59+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Imagine your bottom line and operating margins when Tesla cars will be made 100% by Optimus", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: replacing factory workers with Optimus robots would dramatically improve bottom line and operating margins.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Elon plans to replace $tsla factory workers with optimus first then to non tesla factories. Imagine your bottom line and operating margins when Tesla cars will be made 100% by Optimus.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027930430473358636, "ret_signed_m1d": -0.027930430473358636, "alpha_spy_m1d": -0.022592000002083057, "alpha_c_m1d": -0.018239183381378865, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.009691247091979771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010792463618949588, "ret_signed_p1d": 0.010792463618949588, "alpha_spy_p1d": 0.01611437470092547, "alpha_c_p1d": 0.01520926828315261, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.004416804664203022, "ret_p1w": -0.06485458062917537, "ret_signed_p1w": -0.06485458062917537, "alpha_spy_p1w": -0.06697019111346747, "alpha_c_p1w": -0.05147548452756079, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": -0.013379096101614585, "ret_p1m": -0.26806232667181296, "ret_signed_p1m": -0.26806232667181296, "alpha_spy_p1m": -0.250113138055991, "alpha_c_p1m": -0.19413438878538147, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.07392793788643148, "ret_p3m": -0.27043569583821747, "ret_signed_p3m": -0.27043569583821747, "alpha_spy_p3m": -0.18936253474636588, "alpha_c_p3m": -0.12643034393472619, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.14400535190349129, "ret_p6m": -0.21040272178860397, "ret_signed_p6m": -0.21040272178860397, "alpha_spy_p6m": -0.26968085730977487, "alpha_c_p6m": -0.17939238766106835, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": -0.03101033412753562, "ret_p1y": 0.0929849138957981, "ret_signed_p1y": 0.0929849138957981, "alpha_spy_p1y": -0.0636035059302189, "alpha_c_p1y": 0.03502488844298046, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.05796002545281764, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26806232667181296, "alpha_spy_stated": -0.250113138055991, "alpha_c_stated": -0.19413438878538147, "price_path": [-0.3933, -0.3718, -0.2792, -0.2582, -0.1975, -0.1256, -0.1793, -0.175, -0.2226, -0.1988, -0.1537, -0.1356, -0.1455, -0.1515, -0.1192, -0.1541, -0.155, -0.1684, -0.1684, -0.1377, -0.1079, -0.1221, -0.1058, -0.0769, -0.0276, -0.0262, 0.0018, 0.0612, 0.0445, 0.0898, 0.1567, 0.1988, 0.0996, 0.0897, 0.0519, 0.0757, 0.1549, 0.1549, 0.1345, 0.0784, 0.0428, 0.0089, 0.0089, -0.0525, 0.0254, 0.0269, -0.0148, -0.0133, -0.0133, -0.0138, 0.0076, -0.0098, 0.0698, 0.0338, 0.0655, 0.0655, 0.0594, 0.037, 0.0302, 0.0157, -0.0078, -0.0055, -0.0279, 0.0, 0.0108, -0.0415, -0.0202, -0.0552, -0.0649, -0.0966, -0.1238, -0.1793, -0.1593, -0.1108, -0.111, -0.111, -0.1153, -0.0992, -0.1146, -0.1561, -0.1743, -0.2435, -0.2735, -0.2956, -0.2681, -0.2889, -0.3204, -0.3027, -0.3418, -0.3438, -0.445, -0.424, -0.3802, -0.3987, -0.3755, -0.4054, -0.4371, -0.4108, -0.4098, -0.3787, -0.3045, -0.2802, -0.3203, -0.3177, -0.3416, -0.3526, -0.3293, -0.2936, -0.3323, -0.4018, -0.4172, -0.4457, -0.32, -0.3694, -0.3697, -0.3696, -0.3652, -0.3965, -0.397, -0.397, -0.4316, -0.4055, -0.3736, -0.3517, -0.2881, -0.2858, -0.2704, -0.2951, -0.2992, -0.2825, -0.2998, -0.3121, -0.3099, -0.2884, -0.2549, -0.2046, -0.1654, -0.1314, -0.1435, -0.1257, -0.1454, -0.1411, -0.164, -0.148, -0.1522, -0.1522, -0.0934, -0.1084, -0.1046, -0.1345, -0.1439, -0.1399, -0.1705, -0.2887, -0.2627, -0.2291, -0.1853, -0.1845, -0.2028, -0.1873, -0.1778, -0.2097, -0.1954, -0.1954, -0.1952, -0.1289, -0.1494, -0.1817, -0.1861, -0.1915, -0.2064, -0.2488, -0.2114, -0.2122, -0.2122, -0.2657, -0.256, -0.2608, -0.2259, -0.2168, -0.2083, -0.2236, -0.1964, -0.202, -0.1765, -0.1793, -0.1703, -0.1692, -0.2373, -0.2104]}
{"unit_id": "reply:1885445946625908940", "ticker_idx": 0, "ts": "2025-01-31T21:51:58+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": "Easy. Go for $1m", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses and raises parent's BTC EOY target from $700K to $1M; bullish Bitcoin.", "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": "@Ze1ooooo Easy. Go for $1m", "reply_text": null, "parent_text": "700K by the end of year https://t.co/Ta5XZS4PcE", "quoted_text": null, "parent_author": "Ze1ooooo", "ret_m1d": 0.022755536513521024, "ret_signed_m1d": 0.022755536513521024, "alpha_spy_m1d": 0.01598039009930252, "alpha_c_m1d": 0.01598039009930252, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.0067751464142185025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009761255150828374, "ret_signed_p1d": -0.009761255150828374, "alpha_spy_p1d": -0.01646952038704086, "alpha_c_p1d": -0.01646952038704086, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.006708265236212485, "ret_p1w": -0.05737938728744307, "ret_signed_p1w": -0.05737938728744307, "alpha_spy_p1w": -0.06922327540187889, "alpha_c_p1w": -0.06922327540187889, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.011843888114435819, "ret_p1m": -0.15955615275526258, "ret_signed_p1m": -0.15955615275526258, "alpha_spy_p1m": -0.12457615427774404, "alpha_c_p1m": -0.12457615427774404, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.03497999847751854, "ret_p3m": -0.08005184377017638, "ret_signed_p3m": -0.08005184377017638, "alpha_spy_p3m": -0.017117797646880484, "alpha_c_p3m": -0.017117797646880484, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0629340461232959, "ret_p6m": 0.15154972484794027, "ret_signed_p6m": 0.15154972484794027, "alpha_spy_p6m": 0.08248535410272306, "alpha_c_p6m": 0.08248535410272306, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.06906437074521721, "ret_p1y": -0.13763111138880746, "ret_signed_p1y": -0.13763111138880746, "alpha_spy_p1y": -0.2976905442468033, "alpha_c_p1y": -0.2976905442468033, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.16005943285799584, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15955615275526258, "alpha_spy_stated": -0.12457615427774404, "alpha_c_stated": -0.12457615427774404, "price_path": [-0.3227, -0.2614, -0.2588, -0.2525, -0.1338, -0.1411, -0.1154, -0.148, -0.1107, -0.1158, -0.0982, -0.0788, -0.0381, -0.0333, -0.0908, -0.1017, -0.0629, -0.0659, -0.0483, -0.0639, -0.0625, -0.0355, -0.0567, -0.0243, -0.0486, -0.056, -0.012, -0.0231, -0.0092, 0.0354, 0.0365, -0.0231, -0.048, -0.0454, -0.0754, -0.0364, -0.0303, -0.0645, -0.0805, -0.0953, -0.0877, -0.078, -0.0539, -0.042, -0.0032, -0.0535, -0.0719, -0.0969, -0.0752, -0.077, -0.0573, -0.0186, -0.0259, 0.0201, -0.0038, 0.0365, 0.0122, 0.0152, 0.0236, -0.0031, -0.0105, 0.0127, 0.0228, 0.0, -0.0098, -0.0443, -0.0565, -0.0568, -0.0574, -0.0485, -0.065, -0.0441, -0.0565, -0.0478, -0.0648, -0.067, -0.0563, -0.0398, -0.0613, -0.1073, -0.1335, -0.1763, -0.1729, -0.1761, -0.1596, -0.1483, -0.115, -0.1215, -0.1529, -0.2331, -0.1908, -0.1824, -0.2084, -0.18, -0.179, -0.1922, -0.1519, -0.1781, -0.1793, -0.1456, -0.1458, -0.1514, -0.1487, -0.1763, -0.1939, -0.1683, -0.1945, -0.1885, -0.1813, -0.2263, -0.2552, -0.1937, -0.2224, -0.1855, -0.1744, -0.183, -0.1794, -0.171, -0.1753, -0.1454, -0.0875, -0.085, -0.0826, -0.075, -0.0725, -0.0793, -0.0801, -0.0577, -0.0537, -0.0748, -0.0547, -0.0525, 0.0082, 0.0055, 0.004, 0.0172, 0.0111, 0.0131, 0.0106, 0.0313, 0.0428, 0.071, 0.0905, 0.0477, 0.0687, 0.0643, 0.0527, 0.0316, 0.0156, 0.0339, 0.0296, 0.0227, -0.0081, 0.0194, 0.077, 0.0767, 0.0613, 0.0344, 0.036, 0.0429, 0.0214, 0.0242, 0.0223, 0.0088, 0.031, 0.0356, 0.0484, 0.0445, 0.0457, 0.0462, 0.0322, 0.063, 0.0707, 0.055, 0.0576, 0.0639, 0.0871, 0.1326, 0.1476, 0.1703, 0.1501, 0.1595, 0.1649, 0.1523, 0.1468, 0.1718, 0.1597, 0.1559, 0.1487, 0.1515]}
{"unit_id": "thread:1937579930801394024", "ticker_idx": 0, "ts": "2025-06-24T18:33:48+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Circle is THE MOST TRUSTED stable currency… MOAT? The moat is the millions of users, and trillions of dollar people trust to transact every day", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Circle (trusted stablecoin moat, better-valued pureplay); bearish Coinbase on poor practices/trust; bullish Robinhood as beneficiary gaining Coinbase users.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have seen a couple of these FUD on $crcl and today is a good day to attack it.  This is plain lazy commentary.\n\nI'm not making any price prediction, but I will tell you why most of these statements are false.\n\n1. Coinbase only holds 20% of Circle circulation which they share a revenue share.  80% sits outside Coinbase which Circle has separate deals, and at best earn 100% of the revenue.\n\n2. Circle is THE MOST TRUSTED stable currency, even more than Tether (based in El Salvador, popular among exchanges operate outside US SEC laws), Paypal, and everything else for its strict compliance and auditing which is important to prove that it is 1:1 backed.  To this day, Tether which is 2-3x larger in AUM refused to provide an independent audit report.\n\nCircle is based in New York City, founded in Boston, founded in 2013.  Track record? It has been around for 12 years with trillions of dollars of transaction volume which puts it one of the most liquid asset. MOAT? The moat is the millions of users, and trillions of dollar people trust to transact every day.\n\n3. I argue Circle is valued better because stablecoin as a pureplay makes more money than a casino of shitcoin.\n\nAm I missing something?\n\n---\n\nOne more: Coinbase is not really trusted. They have bad practices when it comes to try to keep your money in their system requesting KYC after you provided before and the KYC would fail. Your money locked for some odd reason and Customer service is a 6 month wait only not to get resolved. I personally moved my crypto to native wallet or Robinhood. I heard many stories people do their business on $HOOD from $COIN because better fees on $HOOD.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1832473363081062, "ret_signed_m1d": 0.1832473363081062, "alpha_spy_m1d": 0.19417381549923252, "alpha_c_m1d": 0.19798173632733296, "bench_spy_m1d": -0.010926479191126326, "bench_c_m1d": -0.014734400019226768, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10792723753888367, "ret_signed_p1d": -0.10792723753888367, "alpha_spy_p1d": -0.10848762196056294, "alpha_c_p1d": -0.10463134636247495, "bench_spy_p1d": 0.0005603844216792719, "bench_c_p1d": -0.003295891176408716, "ret_p1w": -0.13527956857340429, "ret_signed_p1w": -0.13527956857340429, "alpha_spy_p1w": -0.15319386860749518, "alpha_c_p1w": -0.1562179106839643, "bench_spy_p1w": 0.01791430003409089, "bench_c_p1w": 0.020938342110560004, "ret_p1m": -0.0909049664909719, "ret_signed_p1m": -0.0909049664909719, "alpha_spy_p1m": -0.13611090318929675, "alpha_c_p1m": -0.1203736914248047, "bench_spy_p1m": 0.045205936698324845, "bench_c_p1m": 0.02946872493383279, "ret_p3m": -0.35261619878299766, "ret_signed_p3m": -0.35261619878299766, "alpha_spy_p3m": -0.44945540689777097, "alpha_c_p3m": -0.4043804063241023, "bench_spy_p3m": 0.09683920811477331, "bench_c_p3m": 0.05176420754110467, "ret_p6m": -0.6442847558079688, "ret_signed_p6m": -0.6442847558079688, "alpha_spy_p6m": -0.7538490635308187, "alpha_c_p6m": -0.7069027827194566, "bench_spy_p6m": 0.10956430772284986, "bench_c_p6m": 0.06261802691148777, "ret_p1y": -0.6288794093035783, "ret_signed_p1y": -0.6288794093035783, "alpha_spy_p1y": -0.8550534095818383, "alpha_c_p1y": -0.6612574619308882, "bench_spy_p1y": 0.22617400027825996, "bench_c_p1y": 0.03237805262730986, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0909049664909719, "alpha_spy_stated": -0.13611090318929675, "alpha_c_stated": -0.1203736914248047, "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, null, null, null, null, null, null, null, null, null, null, -0.6262, -0.5163, -0.4824, -0.5243, -0.4736, -0.5215, -0.4001, -0.3215, -0.3301, -0.1036, -0.1036, 0.0792, 0.1832, 0.0, -0.1079, -0.0405, -0.1896, -0.1858, -0.1353, -0.2007, -0.1522, -0.1522, -0.0682, -0.0801, -0.0987, -0.0887, -0.1586, -0.0806, -0.1227, 0.0474, 0.0558, 0.0051, -0.0294, -0.1093, -0.0909, -0.1328, -0.1338, -0.1675, -0.1842, -0.1444, -0.1757, -0.245, -0.2597, -0.3086, -0.2737, -0.3131, -0.2857, -0.2761, -0.267, -0.3121, -0.3747, -0.3296, -0.3641, -0.3926, -0.381, -0.408, -0.3935, -0.4375, -0.4204, -0.4278, -0.4119, -0.4072, -0.4072, -0.4604, -0.468, -0.4723, -0.4855, -0.4949, -0.4701, -0.4894, -0.3995, -0.4371, -0.3979, -0.3945, -0.4115, -0.3693, -0.3526, -0.3818, -0.4118, -0.409, -0.4401, -0.4296, -0.3997, -0.4045, -0.4205, -0.3276, -0.3453, -0.333, -0.332, -0.3242, -0.3241, -0.4029, -0.3826, -0.3961, -0.396, -0.423, -0.4319, -0.4125, -0.4168, -0.4395, -0.4168, -0.362, -0.3564, -0.3887, -0.4083, -0.4489, -0.4297, -0.4706, -0.5003, -0.4923, -0.5508, -0.5368, -0.5325, -0.5585, -0.6124, -0.6302, -0.6322, -0.656, -0.656, -0.6869, -0.6994, -0.6796, -0.6733, -0.6851, -0.6737, -0.6737, -0.641, -0.6589, -0.6522, -0.6124, -0.6072, -0.6155, -0.6229, -0.6008, -0.6029, -0.6022, -0.6251, -0.6611, -0.6272, -0.6443]}
{"unit_id": "thread:1937579930801394024", "ticker_idx": 1, "ts": "2025-06-24T18:33:48+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I heard many stories people do their business on $HOOD from $COIN because better fees on $HOOD", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Circle (trusted stablecoin moat, better-valued pureplay); bearish Coinbase on poor practices/trust; bullish Robinhood as beneficiary gaining Coinbase users.", "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": "self_thread", "lang": "en", "tweet_text": "I have seen a couple of these FUD on $crcl and today is a good day to attack it.  This is plain lazy commentary.\n\nI'm not making any price prediction, but I will tell you why most of these statements are false.\n\n1. Coinbase only holds 20% of Circle circulation which they share a revenue share.  80% sits outside Coinbase which Circle has separate deals, and at best earn 100% of the revenue.\n\n2. Circle is THE MOST TRUSTED stable currency, even more than Tether (based in El Salvador, popular among exchanges operate outside US SEC laws), Paypal, and everything else for its strict compliance and auditing which is important to prove that it is 1:1 backed.  To this day, Tether which is 2-3x larger in AUM refused to provide an independent audit report.\n\nCircle is based in New York City, founded in Boston, founded in 2013.  Track record? It has been around for 12 years with trillions of dollars of transaction volume which puts it one of the most liquid asset. MOAT? The moat is the millions of users, and trillions of dollar people trust to transact every day.\n\n3. I argue Circle is valued better because stablecoin as a pureplay makes more money than a casino of shitcoin.\n\nAm I missing something?\n\n---\n\nOne more: Coinbase is not really trusted. They have bad practices when it comes to try to keep your money in their system requesting KYC after you provided before and the KYC would fail. Your money locked for some odd reason and Customer service is a 6 month wait only not to get resolved. I personally moved my crypto to native wallet or Robinhood. I heard many stories people do their business on $HOOD from $COIN because better fees on $HOOD.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06901601651841549, "ret_signed_m1d": -0.06901601651841549, "alpha_spy_m1d": -0.058089537327289165, "alpha_c_m1d": -0.05428161649918872, "bench_spy_m1d": -0.010926479191126326, "bench_c_m1d": -0.014734400019226768, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009023263559245986, "ret_signed_p1d": 0.009023263559245986, "alpha_spy_p1d": 0.008462879137566715, "alpha_c_p1d": 0.012319154735654703, "bench_spy_p1d": 0.0005603844216792719, "bench_c_p1d": -0.003295891176408716, "ret_p1w": 0.12583830540183638, "ret_signed_p1w": 0.12583830540183638, "alpha_spy_p1w": 0.10792400536774549, "alpha_c_p1w": 0.10489996329127638, "bench_spy_p1w": 0.01791430003409089, "bench_c_p1w": 0.020938342110560004, "ret_p1m": 0.24472624280005562, "ret_signed_p1m": 0.24472624280005562, "alpha_spy_p1m": 0.19952030610173077, "alpha_c_p1m": 0.21525751786622283, "bench_spy_p1m": 0.045205936698324845, "bench_c_p1m": 0.02946872493383279, "ret_p3m": 0.5215217111203003, "ret_signed_p3m": 0.5215217111203003, "alpha_spy_p3m": 0.424682503005527, "alpha_c_p3m": 0.46975750357919566, "bench_spy_p3m": 0.09683920811477331, "bench_c_p3m": 0.05176420754110467, "ret_p6m": 0.41202292446471667, "ret_signed_p6m": 0.41202292446471667, "alpha_spy_p6m": 0.3024586167418668, "alpha_c_p6m": 0.3494048975532289, "bench_spy_p6m": 0.10956430772284986, "bench_c_p6m": 0.06261802691148777, "ret_p1y": 0.12461896054735155, "ret_signed_p1y": 0.12461896054735155, "alpha_spy_p1y": -0.1015550397309084, "alpha_c_p1y": 0.09224090792004169, "bench_spy_p1y": 0.22617400027825996, "bench_c_p1y": 0.03237805262730986, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24472624280005562, "alpha_spy_stated": 0.19952030610173077, "alpha_c_stated": 0.21525751786622283, "price_path": [-0.4636, -0.4888, -0.4925, -0.4859, -0.4796, -0.5335, -0.5792, -0.5682, -0.5833, -0.4853, -0.506, -0.4674, -0.4618, -0.4625, -0.5042, -0.4979, -0.4979, -0.5141, -0.4868, -0.4554, -0.4129, -0.397, -0.4034, -0.398, -0.4012, -0.4315, -0.4075, -0.4141, -0.4063, -0.3904, -0.3407, -0.3336, -0.2997, -0.237, -0.2514, -0.2601, -0.2469, -0.2163, -0.2085, -0.2213, -0.2102, -0.2297, -0.2297, -0.195, -0.2057, -0.2202, -0.1934, -0.1711, -0.1255, -0.1188, -0.1158, -0.0869, -0.105, -0.1158, -0.0869, -0.0996, -0.1147, -0.0641, -0.0861, -0.0446, -0.0446, -0.0428, -0.069, 0.0, 0.009, 0.0306, 0.0124, 0.1417, 0.1258, 0.1947, 0.1511, 0.1511, 0.1396, 0.1129, 0.1528, 0.2035, 0.1991, 0.2189, 0.2138, 0.259, 0.2858, 0.3381, 0.2723, 0.2419, 0.2447, 0.2429, 0.2785, 0.3019, 0.2598, 0.2937, 0.2566, 0.2181, 0.297, 0.2859, 0.2883, 0.3563, 0.3978, 0.3854, 0.3912, 0.3245, 0.35, 0.3921, 0.4025, 0.3108, 0.2845, 0.2962, 0.333, 0.3162, 0.3267, 0.255, 0.2644, 0.2685, 0.2685, 0.2296, 0.2294, 0.2548, 0.2346, 0.4301, 0.4449, 0.4323, 0.4358, 0.4026, 0.4002, 0.4313, 0.4467, 0.4743, 0.5215, 0.5229, 0.5388, 0.5462, 0.4955, 0.4849, 0.6671, 0.7459, 0.6966, 0.7766, 0.8128, 0.7591, 0.7681, 0.8397, 0.859, 0.6944, 0.7154, 0.6455, 0.6358, 0.6027, 0.5841, 0.6559, 0.6076, 0.5513, 0.638, 0.7045, 0.7786, 0.7833, 0.7656, 0.6836, 0.7898, 0.7934, 0.6681, 0.7373, 0.5496, 0.5896, 0.6569, 0.6087, 0.6215, 0.4819, 0.4937, 0.4141, 0.3937, 0.4408, 0.2951, 0.3084, 0.4019, 0.4092, 0.5632, 0.5632, 0.5668, 0.5027, 0.5358, 0.6296, 0.6715, 0.609, 0.6636, 0.6548, 0.6542, 0.5045, 0.4571, 0.4054, 0.4559, 0.412]}
{"unit_id": "reply:1892921651957792808", "ticker_idx": 0, "ts": "2025-02-21T12:57:45+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 have 40k shares and 40 jan leaps. It's enough for me.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds 40k shares and 40 Jan LEAPs; expects price likely to go up or trade sideways into earnings.", "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": "reply_other", "lang": "en", "tweet_text": "@ozymandiasRicky @rklb I have 40k shares and 40 jan leaps. It's enough for me.  I have no strong opinion on ER except likely to go up with sideway prices. No short term calls for me..", "reply_text": null, "parent_text": "@DeepValueBagger one question lol.. will you buy @RKLB calls for earnings. Honestly think they will bomb it but should see a nice run to earnings", "quoted_text": null, "parent_author": "ozymandiasRicky", "ret_m1d": 0.07261150943607109, "ret_signed_m1d": 0.07261150943607109, "alpha_spy_m1d": 0.05520976019655044, "alpha_c_m1d": 0.05021459140956841, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.022396918026502677, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0450105944918362, "ret_signed_p1d": -0.0450105944918362, "alpha_spy_p1d": -0.0404601876249282, "alpha_c_p1d": -0.040486604103744495, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004523990388091703, "ret_p1w": -0.12993628726436957, "ret_signed_p1w": -0.12993628726436957, "alpha_spy_p1w": -0.12033536855300342, "alpha_c_p1w": -0.14098638374902517, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.011050096484655603, "ret_p1m": -0.14182591340944695, "ret_signed_p1m": -0.14182591340944695, "alpha_spy_p1m": -0.10160021322884827, "alpha_c_p1m": -0.140806115632244, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.0010197977772029576, "ret_p3m": 0.06878984678199096, "ret_signed_p3m": 0.06878984678199096, "alpha_spy_p3m": 0.09433669496686237, "alpha_c_p3m": 0.017513265931101696, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": 0.051276580850889264, "ret_p6m": 0.9095542538249428, "ret_signed_p6m": 0.9095542538249428, "alpha_spy_p6m": 0.8308753132527908, "alpha_c_p6m": 0.7826258148443808, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.12692843898056205, "ret_p1y": 2.0585987733682614, "ret_signed_p1y": 2.0585987733682614, "alpha_spy_p1y": 1.8914025969724506, "alpha_c_p1y": 1.7511246116857415, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.30747416168251984, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14182591340944695, "alpha_spy_stated": -0.10160021322884827, "alpha_c_stated": -0.140806115632244, "price_path": [0.0803, 0.09, 0.09, 0.1584, 0.0257, -0.0229, -0.0187, 0.0157, 0.048, -0.0132, -0.0297, -0.0085, -0.0412, 0.0369, 0.0998, 0.1197, -0.0268, -0.014, 0.0561, 0.0866, 0.1295, 0.1295, 0.2076, 0.1558, 0.1176, 0.0815, 0.0815, 0.0599, 0.2204, 0.2229, 0.1868, 0.1618, 0.1618, 0.1427, 0.0153, 0.0259, 0.0561, 0.0463, 0.0191, 0.0191, 0.3278, 0.2577, 0.3406, 0.2892, 0.2497, 0.2306, 0.2259, 0.2115, 0.2335, 0.2051, 0.2178, 0.2144, 0.1754, 0.1639, 0.2994, 0.1983, 0.1728, 0.2017, 0.1898, 0.1898, 0.1779, 0.1011, 0.0726, 0.0, -0.045, -0.1389, -0.0977, -0.158, -0.1299, -0.2076, -0.1934, -0.1338, -0.2076, -0.2017, -0.273, -0.2429, -0.2174, -0.2539, -0.2013, -0.189, -0.2365, -0.2025, -0.2132, -0.1958, -0.1418, -0.1393, -0.1745, -0.2178, -0.2093, -0.2408, -0.2293, -0.1788, -0.2403, -0.3049, -0.2561, -0.2705, -0.1257, -0.1665, -0.1665, -0.1877, -0.1053, -0.1518, -0.1618, -0.1618, -0.2081, -0.1915, -0.1384, -0.0709, -0.0497, -0.0374, -0.0488, -0.0747, -0.0607, -0.0238, -0.0454, -0.0501, -0.0535, -0.0191, -0.1291, -0.0972, -0.073, 0.0246, 0.0709, 0.0858, 0.0955, 0.104, 0.0688, 0.0964, 0.0794, 0.0794, 0.2212, 0.2285, 0.1614, 0.1376, 0.1295, 0.1346, 0.1427, 0.1231, 0.228, 0.2586, 0.1537, 0.1618, 0.121, 0.079, 0.1274, 0.1219, 0.1826, 0.1826, 0.2756, 0.3919, 0.4208, 0.3737, 0.5346, 0.5023, 0.5189, 0.4577, 0.5151, 0.5142, 0.5142, 0.651, 0.645, 0.662, 0.6603, 0.6573, 0.8348, 0.8938, 1.0251, 1.1796, 1.1822, 1.0038, 0.9907, 1.087, 1.0437, 1.014, 0.9155, 0.8594, 0.972, 0.9499, 0.9028, 0.8913, 0.9002, 0.8726, 0.8773, 0.8977, 0.9117, 0.8442, 0.8259, 0.8178, 0.8798, 0.9096]}
{"unit_id": "reply:1930993425261752475", "ticker_idx": 0, "ts": "2025-06-06T14:21:23+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own 500 shares of $crcl", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 500 shares of Circle (CRCL); live long position.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Kross_Roads I own 500 shares of $crcl", "reply_text": null, "parent_text": "$CRCL is just the latest successful IPO. I've been asked whether I'm investing in Circle since Year of Stablecoin is a common phrase I use.\n\nI'm not. I think $USDC is a great coin, and Circle is a great issuer, but what you are really doing by investing in Circle isn't betting on https://t.co/GAQG1lizU0", "quoted_text": null, "parent_author": "Dr_Crossroads", "ret_m1d": -0.22720514656159396, "ret_signed_m1d": -0.22720514656159396, "alpha_spy_m1d": -0.21704049669217607, "alpha_c_m1d": -0.2149197701619029, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.012285376399691073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07010216588386853, "ret_signed_p1d": 0.07010216588386853, "alpha_spy_p1d": 0.06920083380286157, "alpha_c_p1d": 0.0755623247500754, "bench_spy_p1d": 0.0009013320810069558, "bench_c_p1d": -0.005460158866206877, "ret_p1w": 0.24011143308369087, "ret_signed_p1w": 0.24011143308369087, "alpha_spy_p1w": 0.24368318743335415, "alpha_c_p1w": 0.26585243109105994, "bench_spy_p1w": -0.003571754349663281, "bench_c_p1w": -0.025740998007369065, "ret_p1m": 0.9262768114428737, "ret_signed_p1m": 0.9262768114428737, "alpha_spy_p1m": 0.8872627168818266, "alpha_c_p1m": 0.8954550480960481, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.030821763346825515, "ret_p3m": 0.09990717215527356, "ret_signed_p3m": 0.09990717215527356, "alpha_spy_p3m": 0.02229075491568855, "alpha_c_p3m": 0.053039829432841135, "bench_spy_p3m": 0.07761641723958501, "bench_c_p3m": 0.046867342722432426, "ret_p6m": -0.2948931792644244, "ret_signed_p6m": -0.2948931792644244, "alpha_spy_p6m": -0.43681770352379024, "alpha_c_p6m": -0.33323110360054453, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.038337924336120155, "ret_p1y": -0.032776219863713596, "ret_signed_p1y": -0.032776219863713596, "alpha_spy_p1y": -0.2999165860390398, "alpha_c_p1y": -0.05950523290158549, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 0.026729013037871896, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9262768114428737, "alpha_spy_stated": 0.8872627168818266, "alpha_c_stated": 0.8954550480960481, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.2272, 0.0, 0.0701, -0.0166, 0.0882, -0.0108, 0.2401, 0.4026, 0.3849, 0.8532, 0.8532, 1.231, 1.4461, 1.0673, 0.8442, 0.9836, 0.6753, 0.6833, 0.7877, 0.6525, 0.7527, 0.7527, 0.9263, 0.9017, 0.8633, 0.8839, 0.7394, 0.9006, 0.8136, 1.1653, 1.1827, 1.0778, 1.0065, 0.8413, 0.8794, 0.7928, 0.7907, 0.7211, 0.6865, 0.7688, 0.704, 0.5608, 0.5304, 0.4292, 0.5015, 0.42, 0.4766, 0.4965, 0.5154, 0.4221, 0.2928, 0.3859, 0.3146, 0.2556, 0.2796, 0.2238, 0.2539, 0.1629, 0.1982, 0.1829, 0.2158, 0.2254, 0.2254, 0.1155, 0.0999, 0.0909, 0.0637, 0.0442, 0.0955, 0.0556, 0.2414, 0.1636, 0.2447, 0.2517, 0.2167, 0.3038, 0.3383, 0.278, 0.2161, 0.2217, 0.1575, 0.1791, 0.241, 0.231, 0.1981, 0.3902, 0.3536, 0.3789, 0.3809, 0.397, 0.3972, 0.2344, 0.2764, 0.2485, 0.2487, 0.1928, 0.1745, 0.2146, 0.2057, 0.1587, 0.2058, 0.3189, 0.3305, 0.2638, 0.2232, 0.1394, 0.179, 0.0943, 0.033, 0.0495, -0.0714, -0.0423, -0.0334, -0.0873, -0.1987, -0.2355, -0.2396, -0.2889, -0.2888, -0.3526, -0.3786, -0.3377, -0.3246, -0.349, -0.3255, -0.3255, -0.2578, -0.2949]}
{"unit_id": "quote:1880248031574130760", "ticker_idx": 0, "ts": "2025-01-17T13:37:18+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD is the best risk/reward exposure to Bitcoin", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HOOD as best BTC risk/reward play; prefer it over COIN due to Coinbase's fees and withdrawal policies driving users away.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$HOOD is the best risk/reward exposure to Bitcoin.\n\nWhy not $coin? I owned it before, it fluctuates too much with btc and altcoin volatility. I dislike their greedy approaches to fees and withdrawals. Eventually many people like myself choose to do business on $hood, zero fees.", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD MORNING TO THOSE THAT CELEBRATE\n\n- Morgan Stanely upgraded Robinhood from $55 to $64…two days after upgrading it to $55\n\n- $BTC Bitcoin momentum is helping as $HOOD is one of the core platforms people go to in order to trade crypto assets\n\n- Vlad is a rockstar\n\nLFG.", "parent_author": null, "ret_m1d": -0.042990646505206564, "ret_signed_m1d": -0.042990646505206564, "alpha_spy_m1d": -0.03305054289367959, "alpha_c_m1d": -0.03462931429972438, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.008361332205482186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06168218716274798, "ret_signed_p1w": 0.06168218716274798, "alpha_spy_p1w": 0.04429555044843103, "alpha_c_p1w": 0.04933886505588858, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.0123433221068594, "ret_p1m": 0.3557631715590124, "ret_signed_p1m": 0.3557631715590124, "alpha_spy_p1m": 0.33548144577510053, "alpha_c_p1m": 0.3245067760377238, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": 0.03125639552128856, "ret_p3m": -0.15555558548510506, "ret_signed_p3m": -0.15555558548510506, "alpha_spy_p3m": -0.037849562311926266, "alpha_c_p3m": -0.08525916105868159, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.07029642442642348, "ret_p6m": 1.0760123762560574, "ret_signed_p6m": 1.0760123762560574, "alpha_spy_p6m": 1.0241998601797322, "alpha_c_p6m": 1.0224262669380115, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.05358610931804586, "ret_p1y": 1.5275180289004306, "ret_signed_p1y": 1.5275180289004306, "alpha_spy_p1y": 1.3562371711861423, "alpha_c_p1y": 1.3890548522295214, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.13846317667090924, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3557631715590124, "alpha_spy_stated": 0.33548144577510053, "alpha_c_stated": 0.3245067760377238, "price_path": [-0.4307, -0.4455, -0.4347, -0.438, -0.421, -0.4179, -0.4141, -0.5121, -0.5022, -0.4949, -0.4816, -0.3799, -0.3902, -0.3657, -0.3188, -0.3146, -0.3373, -0.3308, -0.3288, -0.2731, -0.2681, -0.2507, -0.2712, -0.2388, -0.2139, -0.2436, -0.2181, -0.2181, -0.2204, -0.2187, -0.1975, -0.1693, -0.1917, -0.1346, -0.1788, -0.2241, -0.2141, -0.1832, -0.1651, -0.1028, -0.1354, -0.2299, -0.2328, -0.2039, -0.2212, -0.178, -0.178, -0.1614, -0.1896, -0.205, -0.2262, -0.2262, -0.1809, -0.1412, -0.113, -0.1576, -0.1524, -0.1524, -0.1676, -0.1778, -0.1327, -0.0538, -0.043, 0.0, 0.0, 0.0384, 0.0417, 0.0459, 0.0617, -0.0085, 0.026, 0.0623, 0.1007, 0.0789, 0.0779, 0.092, 0.1256, 0.1043, 0.1601, 0.1686, 0.1078, 0.1612, 0.325, 0.3558, 0.3558, 0.2552, 0.2301, 0.1643, 0.0717, 0.037, -0.0463, 0.0145, 0.0131, 0.0405, -0.0262, -0.0401, -0.0006, -0.0687, -0.0775, -0.26, -0.2449, -0.1917, -0.2519, -0.185, -0.1273, -0.1672, -0.1111, -0.0933, -0.0787, 0.0044, 0.0, -0.071, -0.0864, -0.1294, -0.1356, -0.1244, -0.1136, -0.2054, -0.2833, -0.2646, -0.2903, -0.1234, -0.1587, -0.0928, -0.0833, -0.0845, -0.1556, -0.1448, -0.1448, -0.1724, -0.1259, -0.0725, 0.0, 0.027, 0.0162, 0.0253, 0.0199, -0.0318, 0.0091, -0.0021, 0.0112, 0.0382, 0.1229, 0.135, 0.1927, 0.2995, 0.275, 0.2602, 0.2827, 0.3348, 0.3481, 0.3263, 0.3452, 0.3119, 0.3119, 0.3711, 0.3529, 0.3281, 0.3738, 0.4118, 0.4895, 0.5009, 0.5059, 0.5551, 0.5244, 0.5059, 0.5551, 0.5335, 0.5078, 0.594, 0.5566, 0.6272, 0.6272, 0.6303, 0.5857, 0.7032, 0.7186, 0.7553, 0.7244, 0.9445, 0.9175, 1.0349, 0.9605, 0.9605, 0.941, 0.8955, 0.9634, 1.0498, 1.0424, 1.076]}
{"unit_id": "orig:1891329138964693060", "ticker_idx": 0, "ts": "2025-02-17T03:29:40+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The company is eeking out a profit soon, and growing revenue at 38% YoY. We might see acceleration in net incomes.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish into GRAB earnings Wednesday; near-term profitability + 38% revenue growth may drive net income acceleration.", "resolved_tickers": ["GRAB"], "resolution_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": "$GRAB earnings this weds. It's going to be interesting. The company is eeking out a profit soon, and growing revenue at 38% YoY.  We might see acceleration in net incomes. https://t.co/rhS2YWVDqn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07547171339100844, "ret_signed_m1d": -0.07547171339100844, "alpha_spy_m1d": -0.07254451121273875, "alpha_c_m1d": -0.07254451121273875, "bench_spy_m1d": -0.0029272021782696944, "bench_c_m1d": -0.0029272021782696944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007547162342173674, "ret_signed_p1d": 0.007547162342173674, "alpha_spy_p1d": 0.005192141743230794, "alpha_c_p1d": 0.005192141743230794, "bench_spy_p1d": 0.0023550205989428807, "bench_c_p1d": 0.0023550205989428807, "ret_p1w": -0.13962268326875638, "ret_signed_p1w": -0.13962268326875638, "alpha_spy_p1w": -0.11141299435441909, "alpha_c_p1w": -0.11141299435441909, "bench_spy_p1w": -0.028209688914337283, "bench_c_p1w": -0.028209688914337283, "ret_p1m": -0.11132077950096919, "ret_signed_p1m": -0.11132077950096919, "alpha_spy_p1m": -0.038776865884550094, "alpha_c_p1m": -0.038776865884550094, "bench_spy_p1m": -0.0725439136164191, "bench_c_p1m": -0.0725439136164191, "ret_p3m": -0.039622647281047585, "ret_signed_p3m": -0.039622647281047585, "alpha_spy_p3m": -0.01427061753897596, "alpha_c_p3m": -0.01427061753897596, "bench_spy_p3m": -0.025352029742071625, "bench_c_p3m": -0.025352029742071625, "ret_p6m": -0.033962320509053345, "ret_signed_p6m": -0.033962320509053345, "alpha_spy_p6m": -0.09488290747232853, "alpha_c_p6m": -0.09488290747232853, "bench_spy_p6m": 0.06092058696327518, "bench_c_p6m": 0.06092058696327518, "ret_p1y": -0.21698114226067233, "ret_signed_p1y": -0.21698114226067233, "alpha_spy_p1y": -0.33814008406992746, "alpha_c_p1y": -0.33814008406992746, "bench_spy_p1y": 0.12115894180925513, "bench_c_p1y": 0.12115894180925513, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11132077950096919, "alpha_spy_stated": -0.038776865884550094, "alpha_c_stated": -0.038776865884550094, "price_path": [0.0698, -0.0434, -0.0302, -0.0283, -0.0226, -0.0226, -0.0566, -0.0226, -0.0019, 0.0019, -0.0113, -0.0302, 0.0057, 0.0245, 0.0189, -0.0226, -0.0321, -0.0321, -0.0302, -0.0736, -0.0717, -0.0755, -0.0792, -0.0679, -0.0679, -0.0642, -0.0925, -0.1019, -0.1094, -0.1094, -0.1057, -0.0925, -0.0811, -0.1057, -0.1264, -0.1264, -0.1528, -0.1509, -0.1774, -0.1585, -0.1604, -0.1509, -0.1509, -0.1302, -0.1208, -0.1245, -0.1377, -0.1623, -0.1396, -0.0981, -0.1245, -0.1358, -0.1434, -0.0358, -0.1396, -0.1189, -0.0962, -0.0981, -0.0981, -0.0566, -0.0642, -0.0755, -0.0755, 0.0, 0.0075, -0.0972, -0.0755, -0.0906, -0.1396, -0.0811, -0.0887, -0.0849, -0.1075, -0.1151, -0.0887, -0.1321, -0.134, -0.2226, -0.1868, -0.2038, -0.1962, -0.1698, -0.1604, -0.1321, -0.1113, -0.1358, -0.1245, -0.1283, -0.1434, -0.0981, -0.0943, -0.1377, -0.1453, -0.1415, -0.1302, -0.1962, -0.2962, -0.3434, -0.2962, -0.1962, -0.2509, -0.2358, -0.2491, -0.234, -0.2377, -0.2245, -0.2245, -0.2321, -0.2, -0.1736, -0.117, -0.0981, -0.1019, -0.0962, -0.0792, -0.1, -0.0774, -0.083, -0.0868, -0.0868, -0.0698, -0.0755, -0.0585, -0.0509, -0.0094, -0.0453, -0.0396, -0.0415, -0.0679, -0.0925, -0.0642, -0.066, -0.066, -0.0623, -0.0623, -0.0774, -0.0811, -0.0849, -0.0585, -0.0528, -0.0453, -0.0245, -0.0604, -0.117, -0.1075, -0.1264, -0.1377, -0.1113, -0.0943, -0.1208, -0.1208, -0.1528, -0.1396, -0.1057, -0.134, -0.1189, -0.0717, -0.0509, -0.0698, -0.0755, -0.0811, -0.0811, -0.0623, -0.0943, -0.0585, -0.0717, -0.0566, -0.0547, -0.0491, -0.0321, -0.0094, 0.0075, 0.0094, 0.0321, 0.0132, 0.0075, 0.0113, -0.0038, 0.0019, -0.0019, -0.0774, -0.0943, -0.0642, -0.0623, -0.1, -0.066, -0.0792, -0.0906, -0.0585, -0.034]}
{"unit_id": "quote:1886642284826853744", "ticker_idx": 0, "ts": "2025-02-04T05:05:47+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish for $OKLO approval", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish OKLO: Wright's Energy Secretary nomination seen as catalyst for regulatory approval.", "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": "Bullish for $OKLO approval", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Chris Wright has been selected to be Energy Secretary.\n\nWright was the CEO of Liberty Energy, $LBRT, and serves as a board member at Oklo, $OKLO.\n\nWright will step down as CEO and chairman of the board at Liberty upon his confirmation as energy secretary, according to a", "parent_author": null, "ret_m1d": -0.020473429237974905, "ret_signed_m1d": -0.020473429237974905, "alpha_spy_m1d": -0.013809864958368445, "alpha_c_m1d": -0.013809864958368445, "bench_spy_m1d": -0.00666356427960646, "bench_c_m1d": -0.00666356427960646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07698871096911364, "ret_signed_p1d": 0.07698871096911364, "alpha_spy_p1d": 0.0729342879063355, "alpha_c_p1d": 0.0729342879063355, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.004054423062778145, "ret_p1w": 0.06803161618531561, "ret_signed_p1w": 0.06803161618531561, "alpha_spy_p1w": 0.06216569068036182, "alpha_c_p1w": 0.06216569068036182, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": 0.005865925504953795, "ret_p1m": -0.3540200189848105, "ret_signed_p1m": -0.3540200189848105, "alpha_spy_p1m": -0.3229122099340863, "alpha_c_p1m": -0.3229122099340863, "bench_spy_p1m": -0.03110780905072419, "bench_c_p1m": -0.03110780905072419, "ret_p3m": -0.44039240535987345, "ret_signed_p3m": -0.44039240535987345, "alpha_spy_p3m": -0.3850314052124567, "alpha_c_p3m": -0.3850314052124567, "bench_spy_p3m": -0.05536100014741674, "bench_c_p3m": -0.05536100014741674, "ret_p6m": 0.6129238267832917, "ret_signed_p6m": 0.6129238267832917, "alpha_spy_p6m": 0.5523206109125496, "alpha_c_p6m": 0.5523206109125496, "bench_spy_p6m": 0.06060321587074213, "bench_c_p6m": 0.06060321587074213, "ret_p1y": 0.9392194815265817, "ret_signed_p1y": 0.9392194815265817, "alpha_spy_p1y": 0.780871266398081, "alpha_c_p1y": 0.780871266398081, "bench_spy_p1y": 0.15834821512850072, "bench_c_p1y": 0.15834821512850072, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3540200189848105, "alpha_spy_stated": -0.3229122099340863, "alpha_c_stated": -0.3229122099340863, "price_path": [-0.4336, -0.4781, -0.4869, -0.5182, -0.5078, -0.4907, -0.6161, -0.5592, -0.5351, -0.5532, -0.4619, -0.4626, -0.5114, -0.53, -0.5319, -0.5319, -0.498, -0.5259, -0.5707, -0.5662, -0.5718, -0.5327, -0.5716, -0.6072, -0.589, -0.6082, -0.6048, -0.6059, -0.5927, -0.608, -0.553, -0.5411, -0.5304, -0.4965, -0.4965, -0.4873, -0.5142, -0.4956, -0.5472, -0.5472, -0.534, -0.4189, -0.3602, -0.3709, -0.443, -0.443, -0.4617, -0.512, -0.5135, -0.4845, -0.4833, -0.4444, -0.4444, -0.3335, -0.2713, -0.173, -0.1081, -0.3365, -0.2723, -0.2472, -0.1062, -0.1126, -0.0205, 0.0, 0.077, 0.0186, 0.1834, 0.1459, 0.068, 0.1597, 0.1736, 0.1222, 0.1222, 0.0704, -0.0377, -0.0902, -0.1727, -0.2732, -0.3161, -0.2495, -0.3092, -0.2879, -0.3734, -0.3406, -0.354, -0.4462, -0.4398, -0.4948, -0.4568, -0.4415, -0.4892, -0.4088, -0.4029, -0.4451, -0.4018, -0.4078, -0.4208, -0.3408, -0.383, -0.4376, -0.492, -0.5225, -0.5387, -0.5195, -0.5159, -0.5332, -0.5777, -0.5323, -0.5686, -0.4865, -0.5155, -0.5202, -0.5191, -0.5095, -0.5402, -0.5312, -0.5312, -0.5652, -0.5408, -0.5016, -0.4813, -0.4937, -0.4777, -0.4788, -0.4937, -0.4389, -0.4404, -0.4568, -0.3888, -0.4216, -0.4253, -0.4009, -0.3847, -0.3169, -0.2107, -0.2022, -0.1956, -0.1527, -0.1988, -0.215, -0.1529, 0.0422, 0.0422, 0.1495, 0.1781, 0.1288, 0.1243, 0.1184, 0.0614, 0.0469, 0.0058, 0.0725, 0.1572, 0.1205, 0.4508, 0.3751, 0.3576, 0.3958, 0.3387, 0.3227, 0.3227, 0.2359, 0.1753, 0.2947, 0.1851, 0.1911, 0.1785, 0.1941, 0.1034, 0.0947, 0.1457, 0.1457, 0.193, 0.1414, 0.1501, 0.1826, 0.196, 0.331, 0.2999, 0.3728, 0.4325, 0.4711, 0.3331, 0.3077, 0.4282, 0.5907, 0.6102, 0.6102, 0.5144, 0.6129]}
{"unit_id": "orig:1927406197482598526", "ticker_idx": 0, "ts": "2025-05-27T16:47:01+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on HOOD, TSLA, QQQ, BTC, and BPTRX with upside price targets; HOOD nearly halfway to target with strong H2 2025 outlook.", "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": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX ; \n\n$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish. https://t.co/wbYi5q2D4z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04316871582907611, "ret_signed_m1d": -0.04316871582907611, "alpha_spy_m1d": -0.02280158459102899, "alpha_c_m1d": -0.025890069435239638, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.017278646393836472, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013329253228769877, "ret_signed_p1d": -0.013329253228769877, "alpha_spy_p1d": -0.00754390618856704, "alpha_c_p1d": -0.006653436861460582, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.006675816367309295, "ret_p1w": 0.08633754722002629, "ret_signed_p1w": 0.08633754722002629, "alpha_spy_p1w": 0.07798095809546512, "alpha_c_p1w": 0.08339228697561296, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.002945260244413328, "ret_p1m": 0.2534081218965136, "ret_signed_p1m": 0.2534081218965136, "alpha_spy_p1m": 0.2233569001743656, "alpha_c_p1m": 0.2405240489394811, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.012884072957032533, "ret_p3m": 0.6558619396159162, "ret_signed_p3m": 0.6558619396159162, "alpha_spy_p3m": 0.5610168412987302, "alpha_c_p3m": 0.6004213023058367, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.05544063731007953, "ret_p6m": 0.7897608250563104, "ret_signed_p6m": 0.7897608250563104, "alpha_spy_p6m": 0.6624134594434432, "alpha_c_p6m": 0.7705773648575083, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.019183460198802127, "ret_p1y": 0.22235687748580824, "ret_signed_p1y": 0.22235687748580824, "alpha_spy_p1y": -0.057769362354812115, "alpha_c_p1y": 0.19973724217327593, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.022619635312532305, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2534081218965136, "alpha_spy_stated": 0.2233569001743656, "alpha_c_stated": 0.2405240489394811, "price_path": [-0.2611, -0.2411, -0.2898, -0.2999, -0.2711, -0.3208, -0.3272, -0.4603, -0.4493, -0.4105, -0.4544, -0.4056, -0.3635, -0.3926, -0.3517, -0.3387, -0.3281, -0.2675, -0.2707, -0.3225, -0.3337, -0.365, -0.3696, -0.3614, -0.3535, -0.4205, -0.4773, -0.4636, -0.4824, -0.3606, -0.3864, -0.3384, -0.3314, -0.3323, -0.3841, -0.3762, -0.3762, -0.3964, -0.3625, -0.3235, -0.2707, -0.251, -0.2589, -0.2522, -0.2561, -0.2939, -0.264, -0.2722, -0.2625, -0.2428, -0.181, -0.1722, -0.1301, -0.0523, -0.0701, -0.0809, -0.0645, -0.0265, -0.0168, -0.0327, -0.0189, -0.0432, -0.0432, 0.0, -0.0133, -0.0314, 0.002, 0.0297, 0.0863, 0.0947, 0.0983, 0.1342, 0.1118, 0.0983, 0.1342, 0.1184, 0.0997, 0.1625, 0.1353, 0.1868, 0.1868, 0.189, 0.1565, 0.2422, 0.2534, 0.2802, 0.2576, 0.4182, 0.3985, 0.4841, 0.4299, 0.4299, 0.4156, 0.3825, 0.432, 0.495, 0.4895, 0.5141, 0.5077, 0.5639, 0.5972, 0.6622, 0.5804, 0.5427, 0.5462, 0.5439, 0.5882, 0.6172, 0.565, 0.6071, 0.5609, 0.5132, 0.6112, 0.5974, 0.6003, 0.6848, 0.7363, 0.721, 0.7281, 0.6453, 0.6769, 0.7293, 0.7422, 0.6283, 0.5956, 0.6101, 0.6559, 0.635, 0.648, 0.5589, 0.5706, 0.5757, 0.5757, 0.5274, 0.5271, 0.5588, 0.5336, 0.7764, 0.7949, 0.7792, 0.7836, 0.7424, 0.7393, 0.7779, 0.797, 0.8314, 0.89, 0.8917, 0.9115, 0.9206, 0.8578, 0.8446, 1.0709, 1.1687, 1.1075, 1.2069, 1.2519, 1.1851, 1.1963, 1.2852, 1.3093, 1.1048, 1.1309, 1.0441, 1.032, 0.9909, 0.9677, 1.057, 0.997, 0.927, 1.0347, 1.1174, 1.2093, 1.2152, 1.1933, 1.0913, 1.2233, 1.2278, 1.0721, 1.1581, 0.9249, 0.9746, 1.0582, 0.9983, 1.0142, 0.8408, 0.8555, 0.7566, 0.7313, 0.7898]}
{"unit_id": "orig:1927406197482598526", "ticker_idx": 1, "ts": "2025-05-27T16:47:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on HOOD, TSLA, QQQ, BTC, and BPTRX with upside price targets; HOOD nearly halfway to target with strong H2 2025 outlook.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX ; \n\n$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish. https://t.co/wbYi5q2D4z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06489574625899197, "ret_signed_m1d": -0.06489574625899197, "alpha_spy_m1d": -0.04452861502094485, "alpha_c_m1d": -0.03621510982230303, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.028680636436688944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016506435862546853, "ret_signed_p1d": -0.016506435862546853, "alpha_spy_p1d": -0.010721088822344016, "alpha_c_p1d": -0.0073304739892312565, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.009175961873315597, "ret_p1w": -0.05131038298974533, "ret_signed_p1w": -0.05131038298974533, "alpha_spy_p1w": -0.059666972114306494, "alpha_c_p1w": -0.044716688109662894, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": -0.006593694880082435, "ret_p1m": -0.09738495254465918, "ret_signed_p1m": -0.09738495254465918, "alpha_spy_p1m": -0.1274361742668072, "alpha_c_p1m": -0.08185958829622064, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": -0.015525364248438533, "ret_p3m": -0.06304941982208667, "ret_signed_p3m": -0.06304941982208667, "alpha_spy_p3m": -0.1578945181392727, "alpha_c_p3m": -0.1401723788907282, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.07712295906864153, "ret_p6m": 0.113257389090065, "ret_signed_p6m": 0.113257389090065, "alpha_spy_p6m": -0.014089976522802194, "alpha_c_p6m": 0.07399799187578116, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.03925939721428384, "ret_p1y": 0.22158221471712647, "ret_signed_p1y": 0.22158221471712647, "alpha_spy_p1y": -0.05854402512349388, "alpha_c_p1y": 0.11854392794231128, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.10303828677481519, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09738495254465918, "alpha_spy_stated": -0.1274361742668072, "alpha_c_stated": -0.08185958829622064, "price_path": [-0.223, -0.1926, -0.2156, -0.2504, -0.2309, -0.274, -0.2762, -0.3878, -0.3646, -0.3163, -0.3368, -0.3111, -0.3441, -0.3791, -0.3501, -0.3489, -0.3146, -0.2329, -0.206, -0.2503, -0.2473, -0.2737, -0.2858, -0.2602, -0.2208, -0.2635, -0.3402, -0.3571, -0.3886, -0.2499, -0.3045, -0.3047, -0.3046, -0.2998, -0.3344, -0.3349, -0.3349, -0.3731, -0.3442, -0.309, -0.2849, -0.2148, -0.2122, -0.1953, -0.2225, -0.227, -0.2085, -0.2277, -0.2412, -0.2388, -0.2151, -0.1781, -0.1227, -0.0794, -0.0419, -0.0553, -0.0356, -0.0573, -0.0526, -0.0779, -0.0602, -0.0649, -0.0649, 0.0, -0.0165, -0.0123, -0.0453, -0.0557, -0.0513, -0.085, -0.2155, -0.1867, -0.1497, -0.1014, -0.1005, -0.1206, -0.1036, -0.093, -0.1282, -0.1125, -0.1125, -0.1122, -0.0392, -0.0618, -0.0974, -0.1023, -0.1082, -0.1246, -0.1713, -0.1302, -0.131, -0.131, -0.19, -0.1793, -0.1847, -0.1461, -0.1361, -0.1267, -0.1436, -0.1136, -0.1198, -0.0916, -0.0948, -0.0848, -0.0836, -0.1587, -0.129, -0.1028, -0.1149, -0.1208, -0.1505, -0.1661, -0.1478, -0.1493, -0.1184, -0.1119, -0.0916, -0.0657, -0.0608, -0.0648, -0.0753, -0.0891, -0.0764, -0.0925, -0.1074, -0.1179, -0.063, -0.0449, -0.0309, -0.0366, -0.0466, -0.08, -0.08, -0.0924, -0.0794, -0.0671, -0.0332, -0.0454, -0.0439, -0.0416, 0.0163, 0.0911, 0.1299, 0.1618, 0.1735, 0.1487, 0.1741, 0.1965, 0.1735, 0.2202, 0.1667, 0.2136, 0.2213, 0.2255, 0.2661, 0.2015, 0.1845, 0.249, 0.1934, 0.2089, 0.2002, 0.1394, 0.2012, 0.1828, 0.1991, 0.1815, 0.2106, 0.233, 0.2197, 0.2097, 0.2372, 0.1952, 0.2467, 0.2691, 0.2718, 0.2128, 0.2581, 0.2907, 0.2242, 0.2733, 0.2288, 0.1836, 0.2269, 0.2114, 0.1866, 0.1077, 0.1142, 0.1268, 0.1057, 0.1133]}
{"unit_id": "orig:1927406197482598526", "ticker_idx": 2, "ts": "2025-05-27T16:47:01+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on HOOD, TSLA, QQQ, BTC, and BPTRX with upside price targets; HOOD nearly halfway to target with strong H2 2025 outlook.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX ; \n\n$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish. https://t.co/wbYi5q2D4z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022984607624532027, "ret_signed_m1d": -0.022984607624532027, "alpha_spy_m1d": -0.002617476386484907, "alpha_c_m1d": -0.002617476386484907, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0044321003985886565, "ret_signed_p1d": -0.0044321003985886565, "alpha_spy_p1d": 0.0013532466416141808, "alpha_c_p1d": 0.0013532466416141808, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.005785347040202837, "ret_p1w": 0.011664817062331911, "ret_signed_p1w": 0.011664817062331911, "alpha_spy_p1w": 0.003308227937770747, "alpha_c_p1w": 0.003308227937770747, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.008356589124561165, "ret_p1m": 0.039422310904804636, "ret_signed_p1m": 0.039422310904804636, "alpha_spy_p1m": 0.009371089182656611, "alpha_c_p1m": 0.009371089182656611, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.030051221722148025, "ret_p3m": 0.09860006881682537, "ret_signed_p3m": 0.09860006881682537, "alpha_spy_p3m": 0.003754970499639354, "alpha_c_p3m": 0.003754970499639354, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.15352418831308423, "ret_signed_p6m": 0.15352418831308423, "alpha_spy_p6m": 0.02617682270021704, "alpha_c_p6m": 0.02617682270021704, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.38765594367339307, "ret_signed_p1y": 0.38765594367339307, "alpha_spy_p1y": 0.10752970383277272, "alpha_c_p1y": 0.10752970383277272, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.039422310904804636, "alpha_spy_stated": 0.009371089182656611, "alpha_c_stated": 0.009371089182656611, "price_path": [-0.0416, -0.0265, -0.0478, -0.0507, -0.0383, -0.0647, -0.0579, -0.0944, -0.0965, -0.0864, -0.1028, -0.0811, -0.0751, -0.0909, -0.0788, -0.0819, -0.0788, -0.0586, -0.0533, -0.0707, -0.076, -0.1003, -0.1003, -0.0931, -0.0865, -0.1354, -0.1891, -0.1871, -0.2018, -0.1059, -0.144, -0.1282, -0.1223, -0.1213, -0.1478, -0.148, -0.148, -0.169, -0.1472, -0.1279, -0.1034, -0.0934, -0.0936, -0.0877, -0.0878, -0.0759, -0.0621, -0.0677, -0.0764, -0.0728, -0.0632, -0.0638, -0.0257, -0.0108, -0.0049, -0.0038, 0.0006, 0.0015, -0.0018, -0.0157, -0.0139, -0.023, -0.023, 0.0, -0.0044, -0.0025, -0.004, 0.0038, 0.0117, 0.0145, 0.0068, 0.0167, 0.0182, 0.0249, 0.0215, 0.0239, 0.011, 0.0251, 0.0151, 0.0149, 0.0149, 0.0108, 0.0212, 0.0368, 0.0394, 0.0491, 0.0527, 0.0596, 0.0506, 0.0579, 0.0683, 0.0683, 0.0603, 0.0609, 0.0684, 0.0669, 0.0645, 0.0683, 0.0693, 0.0704, 0.0791, 0.078, 0.0836, 0.078, 0.0829, 0.0852, 0.0878, 0.0912, 0.0896, 0.091, 0.0852, 0.0639, 0.0835, 0.0761, 0.0897, 0.0934, 0.1036, 0.1003, 0.1141, 0.1147, 0.1138, 0.1089, 0.1085, 0.0934, 0.0869, 0.0819, 0.0986, 0.0954, 0.0998, 0.1015, 0.1084, 0.0956, 0.0956, 0.0864, 0.095, 0.1049, 0.1065, 0.1119, 0.115, 0.1154, 0.1219, 0.1268, 0.1365, 0.1355, 0.1332, 0.1434, 0.1512, 0.158, 0.1503, 0.1463, 0.1413, 0.146, 0.1513, 0.1545, 0.16, 0.1648, 0.1599, 0.1686, 0.1624, 0.1758, 0.1743, 0.1336, 0.1576, 0.1499, 0.158, 0.1538, 0.1613, 0.176, 0.1757, 0.1643, 0.1741, 0.1867, 0.2078, 0.2171, 0.2226, 0.2039, 0.2097, 0.2155, 0.1908, 0.1985, 0.1762, 0.1725, 0.1984, 0.1953, 0.1943, 0.1699, 0.1708, 0.1608, 0.1467, 0.1535]}
{"unit_id": "orig:1927406197482598526", "ticker_idx": 3, "ts": "2025-05-27T16:47:01+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 keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on HOOD, TSLA, QQQ, BTC, and BPTRX with upside price targets; HOOD nearly halfway to target with strong H2 2025 outlook.", "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 keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX ; \n\n$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish. https://t.co/wbYi5q2D4z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004089435590081347, "ret_signed_m1d": 0.004089435590081347, "alpha_spy_m1d": 0.024456566828128468, "alpha_c_m1d": 0.024456566828128468, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010939184653144474, "ret_signed_p1d": -0.010939184653144474, "alpha_spy_p1d": -0.005153837612941636, "alpha_c_p1d": -0.005153837612941636, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.005785347040202837, "ret_p1w": -0.03268208284897034, "ret_signed_p1w": -0.03268208284897034, "alpha_spy_p1w": -0.041038671973531504, "alpha_c_p1w": -0.041038671973531504, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.008356589124561165, "ret_p1m": -0.014985900252836415, "ret_signed_p1m": -0.014985900252836415, "alpha_spy_p1m": -0.04503712197498444, "alpha_c_p1m": -0.04503712197498444, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.030051221722148025, "ret_p3m": 0.07229204360248787, "ret_signed_p3m": 0.07229204360248787, "alpha_spy_p3m": -0.02255305471469815, "alpha_c_p3m": -0.02255305471469815, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": -0.16082119576693632, "ret_signed_p6m": -0.16082119576693632, "alpha_spy_p6m": -0.2881685613798035, "alpha_c_p6m": -0.2881685613798035, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": -0.25637398742512707, "ret_signed_p1y": -0.25637398742512707, "alpha_spy_p1y": -0.5365002272657474, "alpha_c_p1y": -0.5365002272657474, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014985900252836415, "alpha_spy_stated": -0.04503712197498444, "alpha_c_stated": -0.04503712197498444, "price_path": [-0.2229, -0.2259, -0.2104, -0.1998, -0.1686, -0.1746, -0.2042, -0.2795, -0.2398, -0.2319, -0.2562, -0.2296, -0.2286, -0.2411, -0.2031, -0.2278, -0.2289, -0.1972, -0.1975, -0.2027, -0.2002, -0.2261, -0.2426, -0.2186, -0.2432, -0.2376, -0.2308, -0.273, -0.3002, -0.2424, -0.2694, -0.2348, -0.2243, -0.2324, -0.229, -0.2211, -0.2252, -0.197, -0.1427, -0.1403, -0.1381, -0.131, -0.1286, -0.135, -0.1357, -0.1147, -0.1109, -0.1307, -0.1119, -0.1098, -0.0528, -0.0553, -0.0567, -0.0443, -0.0501, -0.0482, -0.0505, -0.0311, -0.0202, 0.0063, 0.0246, -0.0157, 0.0041, 0.0, -0.0109, -0.0308, -0.0458, -0.0286, -0.0327, -0.0391, -0.0681, -0.0422, 0.0119, 0.0116, -0.0028, -0.0281, -0.0266, -0.0202, -0.0403, -0.0377, -0.0395, -0.0522, -0.0313, -0.0271, -0.015, -0.0187, -0.0175, -0.0171, -0.0302, -0.0012, 0.006, -0.0088, -0.0064, -0.0004, 0.0214, 0.0642, 0.0782, 0.0996, 0.0806, 0.0894, 0.0945, 0.0827, 0.0775, 0.1009, 0.0895, 0.086, 0.0793, 0.0819, 0.0819, 0.0811, 0.0621, 0.0397, 0.0558, 0.0472, 0.0554, 0.078, 0.0706, 0.0893, 0.1026, 0.1317, 0.0859, 0.0771, 0.0666, 0.0352, 0.0484, 0.0314, 0.0723, 0.0104, 0.0258, 0.0204, 0.0326, -0.0054, 0.0023, 0.0202, 0.025, 0.0159, 0.0152, 0.0282, 0.0233, 0.0455, 0.0598, 0.0652, 0.0592, 0.072, 0.0686, 0.0747, 0.0614, 0.0344, 0.0277, 0.0398, 0.0005, 0.0066, 0.0496, 0.0464, 0.0886, 0.1072, 0.1218, 0.1446, 0.1143, 0.1318, 0.1166, 0.0387, 0.0576, 0.0378, 0.0164, -0.0074, -0.0232, 0.0146, -0.0048, -0.012, 0.0099, 0.0187, 0.047, 0.0363, 0.0097, -0.0063, 0.0052, -0.0225, -0.0679, -0.0468, -0.0706, -0.0516, -0.0275, -0.055, -0.0673, -0.0853, -0.1339, -0.1551, -0.1472, -0.1608]}
{"unit_id": "orig:1927406197482598526", "ticker_idx": 4, "ts": "2025-05-27T16:47:01+00:00", "symbol": "BPTRX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on HOOD, TSLA, QQQ, BTC, and BPTRX with upside price targets; HOOD nearly halfway to target with strong H2 2025 outlook.", "resolved_tickers": ["BPTRX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I keep track of price projection within my portfolio. Here's what it looks like so far for $HOOD $TSLA $QQQ $BTC and $BPTRX ; \n\n$HOOD is killing it, making almost half way to my target. My expectation is that the second half 2025 will be very bullish. https://t.co/wbYi5q2D4z", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03652808865939816, "ret_signed_m1d": -0.03652808865939816, "alpha_spy_m1d": -0.01616095742135104, "alpha_c_m1d": -0.01616095742135104, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007463739252592361, "ret_signed_p1d": -0.007463739252592361, "alpha_spy_p1d": -0.0016783922123895234, "alpha_c_p1d": -0.0016783922123895234, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.005785347040202837, "ret_p1w": -0.019326762947049825, "ret_signed_p1w": -0.019326762947049825, "alpha_spy_p1w": -0.02768335207161099, "alpha_c_p1w": -0.02768335207161099, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.008356589124561165, "ret_p1m": -0.0334634774630308, "ret_signed_p1m": -0.0334634774630308, "alpha_spy_p1m": -0.06351469918517882, "alpha_c_p1m": -0.06351469918517882, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.030051221722148025, "ret_p3m": 0.01779449644527631, "ret_signed_p3m": 0.01779449644527631, "alpha_spy_p3m": -0.07705060187190971, "alpha_c_p3m": -0.07705060187190971, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": 0.028066139865999373, "ret_signed_p6m": 0.028066139865999373, "alpha_spy_p6m": -0.09928122574686782, "alpha_c_p6m": -0.09928122574686782, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": 0.23888571165396733, "ret_signed_p1y": 0.23888571165396733, "alpha_spy_p1y": -0.041240528186653025, "alpha_c_p1y": -0.041240528186653025, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0334634774630308, "alpha_spy_stated": -0.06351469918517882, "alpha_c_stated": -0.06351469918517882, "price_path": [-0.1004, -0.0807, -0.0953, -0.1179, -0.1041, -0.1307, -0.133, -0.1901, -0.1831, -0.1646, -0.179, -0.1548, -0.1589, -0.1821, -0.1637, -0.1697, -0.1564, -0.1142, -0.1012, -0.1202, -0.1185, -0.1381, -0.1412, -0.1316, -0.1085, -0.1474, -0.2089, -0.2203, -0.2404, -0.1433, -0.1815, -0.1724, -0.1678, -0.1649, -0.1858, -0.1836, -0.1836, -0.2117, -0.1859, -0.1656, -0.1484, -0.1205, -0.1204, -0.1086, -0.129, -0.1245, -0.1059, -0.1152, -0.1246, -0.1246, -0.1016, -0.0866, -0.054, -0.0358, -0.02, -0.0204, -0.0078, -0.0171, -0.0184, -0.0418, -0.0336, -0.0365, -0.0365, 0.0, -0.0075, -0.0054, -0.0184, -0.0235, -0.0193, -0.0299, -0.0844, -0.0697, -0.0564, -0.0361, -0.0378, -0.0436, -0.0429, -0.0323, -0.0503, -0.0503, -0.0503, -0.0452, -0.0144, -0.018, -0.0335, -0.0325, -0.0335, -0.0374, -0.05, -0.0388, -0.0348, -0.0348, -0.0567, -0.0532, -0.0545, -0.0361, -0.0134, -0.0071, -0.0229, -0.0107, -0.0114, -0.0015, -0.0037, 0.0003, 0.006, -0.02, -0.0039, 0.0034, -0.0032, -0.0045, -0.0186, -0.0285, -0.0046, -0.0216, -0.0103, -0.0114, -0.0057, 0.0004, 0.0022, 0.0072, 0.0031, -0.0026, -0.0004, -0.0041, -0.0091, -0.014, 0.0178, 0.018, 0.023, 0.0236, 0.0215, 0.0067, 0.0067, -0.0027, 0.0023, 0.0075, 0.0231, 0.0124, 0.0092, 0.0008, 0.0309, 0.054, 0.0645, 0.0729, 0.0765, 0.0694, 0.0755, 0.08, 0.0706, 0.084, 0.0644, 0.0848, 0.0888, 0.0884, 0.0956, 0.0785, 0.0759, 0.0926, 0.0719, 0.0762, 0.0709, 0.0437, 0.0694, 0.0658, 0.0647, 0.0523, 0.0629, 0.0764, 0.0798, 0.0743, 0.0825, 0.0676, 0.0871, 0.0913, 0.0756, 0.0554, 0.0685, 0.0832, 0.057, 0.0758, 0.0603, 0.0554, 0.0697, 0.0702, 0.0652, 0.0341, 0.0319, 0.0241, 0.0172, 0.0281]}
{"unit_id": "orig:1935005592935956796", "ticker_idx": 0, "ts": "2025-06-17T16:04:18+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$420 by mid July best case (blue arrow) or by Sept 1st. $550 EOY", "tweet_type": "prediction", "timeline": "months", "summary": "Long TSLA to $420 by mid-July/Sept and $550 EOY, driven by Robotaxi progress into Q2 earnings.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "$TSLA Estimates Updated\n\n$420 by mid July best case (blue arrow) or by Sept 1st.\n$550 EOY\n\nTiming coincidently aligns with more progress on  Robotaxi launch by Q2 earnings.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04039828839173465, "ret_signed_m1d": 0.04039828839173465, "alpha_spy_m1d": 0.031779675751682834, "alpha_c_m1d": 0.022854450593876363, "bench_spy_m1d": 0.008618612640051815, "bench_c_m1d": 0.017543837797858286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0180179597897272, "ret_signed_p1d": 0.0180179597897272, "alpha_spy_p1d": 0.0181686728645577, "alpha_c_p1d": 0.017542609953714816, "bench_spy_p1d": -0.00015071307483049967, "bench_c_p1d": 0.00047534983601238423, "ret_p1w": 0.07624464881247706, "ret_signed_p1w": 0.07624464881247706, "alpha_spy_p1w": 0.05776235744339542, "alpha_c_p1w": 0.04905695339830607, "bench_spy_p1w": 0.018482291369081638, "bench_c_p1w": 0.027187695414170987, "ret_p1m": 0.016816839644624437, "ret_signed_p1m": 0.016816839644624437, "alpha_spy_p1m": -0.030938488502798123, "alpha_c_p1m": -0.02885726071295025, "bench_spy_p1m": 0.04775532814742256, "bench_c_p1m": 0.04567410035757469, "ret_p3m": 0.2515884141056324, "ret_signed_p3m": 0.2515884141056324, "alpha_spy_p3m": 0.14812352569442155, "alpha_c_p3m": 0.11462567829441839, "bench_spy_p3m": 0.10346488841121082, "bench_c_p3m": 0.136962735811214, "ret_p6m": 0.427058648639028, "ret_signed_p6m": 0.427058648639028, "alpha_spy_p6m": 0.2697703404311007, "alpha_c_p6m": 0.2843199141114343, "bench_spy_p6m": 0.15728830820792727, "bench_c_p6m": 0.14273873452759367, "ret_p1y": 0.3227438094946855, "ret_signed_p1y": 0.3227438094946855, "alpha_spy_p1y": 0.04118661507399035, "alpha_c_p1y": 0.19892111175981397, "bench_spy_p1y": 0.28155719442069516, "bench_c_p1y": 0.12382269773487153, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.016816839644624437, "alpha_spy_stated": -0.030938488502798123, "alpha_c_stated": -0.02885726071295025, "price_path": [-0.2532, -0.2138, -0.12, -0.0892, -0.14, -0.1366, -0.1669, -0.1808, -0.1514, -0.1062, -0.1551, -0.2431, -0.2626, -0.2987, -0.1396, -0.2021, -0.2024, -0.2023, -0.1967, -0.2364, -0.237, -0.237, -0.2809, -0.2478, -0.2074, -0.1797, -0.0993, -0.0963, -0.0769, -0.1081, -0.1133, -0.0921, -0.1141, -0.1296, -0.1269, -0.0997, -0.0572, 0.0064, 0.056, 0.099, 0.0837, 0.1063, 0.0814, 0.0868, 0.0578, 0.078, 0.0727, 0.0727, 0.1471, 0.1282, 0.133, 0.0952, 0.0833, 0.0883, 0.0496, -0.1, -0.067, -0.0246, 0.0308, 0.0319, 0.0087, 0.0283, 0.0404, 0.0, 0.018, 0.018, 0.0184, 0.1022, 0.0762, 0.0354, 0.0298, 0.023, 0.0041, -0.0494, -0.0022, -0.0032, -0.0032, -0.0708, -0.0586, -0.0647, -0.0205, -0.009, 0.0017, -0.0176, 0.0168, 0.0097, 0.042, 0.0384, 0.0498, 0.0512, -0.0349, -0.0009, 0.0292, 0.0153, 0.0085, -0.0255, -0.0434, -0.0224, -0.0241, 0.0113, 0.0187, 0.042, 0.0717, 0.0774, 0.0728, 0.0608, 0.0449, 0.0595, 0.041, 0.0239, 0.0119, 0.0748, 0.0956, 0.1116, 0.1051, 0.0937, 0.0554, 0.0554, 0.0411, 0.0561, 0.0701, 0.109, 0.095, 0.0968, 0.0994, 0.1658, 0.2516, 0.2962, 0.3328, 0.3462, 0.3177, 0.3468, 0.3726, 0.3461, 0.3997, 0.3384, 0.3921, 0.401, 0.4058, 0.4524, 0.3782, 0.3587, 0.4327, 0.369, 0.3867, 0.3768, 0.3071, 0.3779, 0.3569, 0.3755, 0.3553, 0.3887, 0.4144, 0.3991, 0.3876, 0.4193, 0.371, 0.4301, 0.4558, 0.4589, 0.3912, 0.4432, 0.4805, 0.4043, 0.4606, 0.4095, 0.3577, 0.4074, 0.3897, 0.3612, 0.2707, 0.2782, 0.2926, 0.2684, 0.277, 0.2493, 0.2363, 0.3206, 0.3257, 0.3484, 0.3484, 0.3598, 0.3597, 0.3569, 0.4122, 0.4368, 0.4383, 0.3895, 0.4072, 0.4271]}
{"unit_id": "reply:1882461751368958186", "ticker_idx": 0, "ts": "2025-01-23T16:13:50+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 is in middle of licensing and faster under Trump. 3-5 yrs is my estimate", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish OKLO; licensing progressing faster under Trump, expects operational in 3-5 years.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@johhnyWalkerAZ Oklo is in middle of licensing and faster under Trump. 3-5 yrs is my estimate", "reply_text": null, "parent_text": "@DeepValueBagger Might take 10-  20 years with nuclear. Lots of hype buts it’s going to be a while. But yea I’m all for riding it out and making some coin", "quoted_text": null, "parent_author": "johhnyWalkerAZ", "ret_m1d": -0.11887572860916806, "ret_signed_m1d": -0.11887572860916806, "alpha_spy_m1d": -0.11344729875791482, "alpha_c_m1d": -0.11344729875791482, "bench_spy_m1d": -0.005428429851253247, "bench_c_m1d": -0.005428429851253247, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07839094923206336, "ret_signed_p1d": 0.07839094923206336, "alpha_spy_p1d": 0.0813103160041635, "alpha_c_p1d": 0.0813103160041635, "bench_spy_p1d": -0.0029193667721001404, "bench_c_p1d": -0.0029193667721001404, "ret_p1w": 0.08071173714905377, "ret_signed_p1w": 0.08071173714905377, "alpha_spy_p1w": 0.08843623868351835, "alpha_c_p1w": 0.08843623868351835, "bench_spy_p1w": -0.0077245015344645784, "bench_c_p1w": -0.0077245015344645784, "ret_p1m": 0.0002579199728032222, "ret_signed_p1m": 0.0002579199728032222, "alpha_spy_p1m": 0.0163465081035421, "alpha_c_p1m": 0.0163465081035421, "bench_spy_p1m": -0.01608858813073888, "bench_c_p1m": -0.01608858813073888, "ret_p3m": -0.4448168807540156, "ret_signed_p3m": -0.4448168807540156, "alpha_spy_p3m": -0.3121168269054738, "alpha_c_p3m": -0.3121168269054738, "bench_spy_p3m": -0.13270005384854178, "bench_c_p3m": -0.13270005384854178, "ret_p6m": 0.7787520765410472, "ret_signed_p6m": 0.7787520765410472, "alpha_spy_p6m": 0.7433625176195533, "alpha_c_p6m": 0.7433625176195533, "bench_spy_p6m": 0.03538955892149387, "bench_c_p6m": 0.03538955892149387, "ret_p1y": 1.6431150909349883, "ret_signed_p1y": 1.6431150909349883, "alpha_spy_p1y": 1.4896532629740031, "alpha_c_p1y": 1.4896532629740031, "bench_spy_p1y": 0.15346182796098518, "bench_c_p1y": 0.15346182796098518, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 1.6431150909349883, "alpha_spy_stated": 1.4896532629740031, "alpha_c_stated": 1.4896532629740031, "price_path": [-0.3682, -0.3595, -0.4097, -0.4208, -0.4412, -0.4572, -0.4693, -0.4399, -0.3151, -0.369, -0.3796, -0.4175, -0.4048, -0.3842, -0.5358, -0.467, -0.4379, -0.4598, -0.3494, -0.3502, -0.4092, -0.4317, -0.434, -0.434, -0.393, -0.4268, -0.4809, -0.4755, -0.4822, -0.435, -0.4819, -0.525, -0.5031, -0.5263, -0.5222, -0.5235, -0.5075, -0.526, -0.4595, -0.4451, -0.4322, -0.3912, -0.3912, -0.3801, -0.4126, -0.3901, -0.4526, -0.4526, -0.4366, -0.2973, -0.2264, -0.2393, -0.3265, -0.3265, -0.3491, -0.41, -0.4118, -0.3767, -0.3752, -0.3283, -0.3283, -0.1942, -0.1189, 0.0, 0.0784, -0.1978, -0.1202, -0.0897, 0.0807, 0.073, 0.1844, 0.2091, 0.3022, 0.2316, 0.4309, 0.3855, 0.2914, 0.4023, 0.419, 0.3569, 0.3569, 0.2942, 0.1635, 0.1001, 0.0003, -0.1212, -0.173, -0.0926, -0.1648, -0.139, -0.2424, -0.2027, -0.2189, -0.3303, -0.3226, -0.3891, -0.3432, -0.3247, -0.3824, -0.2852, -0.278, -0.329, -0.2767, -0.2839, -0.2996, -0.2029, -0.254, -0.32, -0.3858, -0.4226, -0.4422, -0.419, -0.4146, -0.4355, -0.4894, -0.4345, -0.4783, -0.3791, -0.4141, -0.4198, -0.4185, -0.4069, -0.444, -0.4332, -0.4332, -0.4742, -0.4448, -0.3974, -0.3729, -0.3878, -0.3685, -0.3698, -0.3878, -0.3216, -0.3234, -0.3432, -0.261, -0.3007, -0.3051, -0.2757, -0.2561, -0.1741, -0.0456, -0.0353, -0.0273, 0.0245, -0.0312, -0.0508, 0.0242, 0.2602, 0.2602, 0.3899, 0.4244, 0.3649, 0.3595, 0.3522, 0.2834, 0.2659, 0.2161, 0.2968, 0.3992, 0.3548, 0.7543, 0.6627, 0.6416, 0.6877, 0.6186, 0.5993, 0.5993, 0.4943, 0.4211, 0.5655, 0.433, 0.4402, 0.425, 0.4438, 0.3342, 0.3236, 0.3853, 0.3853, 0.4425, 0.3801, 0.3907, 0.4299, 0.4461, 0.6093, 0.5717, 0.6599, 0.7321, 0.7788]}
{"unit_id": "quote:1894244973496672340", "ticker_idx": 0, "ts": "2025-02-25T04:36:09+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 personal investment in $RKLB is over $1.2m and I know few others range up to $30m. So, we can reasonably surmise that our X investors group exceeds Space Capital AUM. I'm still convinced my thesis for space industry is superior.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB with over $1.2m personal stake; author reaffirms superior thesis on vertical integration and end-to-end value capture in space.", "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 completed the book \"The Space Economy\" and thought I share: the good, the bad, and the ugly.\n\nThe good:\nIt provided some good historical context around public and private collaboration that we see today.  And it provided nice understanding between Earth Observation, Geo Int, and Satcom.\n\nThe bad:\nThe author, Chad Anderson, actively discredit Space Force and deliberately omit President Trump, quote \"As early as the 1950's, there was an argument who would be in charge of space\"; \"Although the 2019 establishment of the US Space Force generated plenty of skepticism, even mirth -- Marquez himself was a consultant of Netflix comedy...\".  While in a different chapter, he mentions President Obama and Kamala, \"U.S. Vice President Kamala Harris announced the country's commitment against performing orbital ASAT tests.\" --- For me this is a red flag because woke virus can cause investors to go broke, in addition to long sections in multiple chapters dedicated to climate change.\n\nThe ugly:\nChad/Space Capital believes that launch service is a solved problem and it's more important to invest in 90% in non-launch/distribution/applications. He also believes that SpaceX Starship will render other launches obsolete (I disagree). Though they invested in Rocket Lab, it was mentioned in only 1 sentence, while he spent much work describing many failed rocket companies, or rockets that decommissioned like Antares.  Even though written in 2023, I find it strange that he failed to recognize the big achievement of Rocket Lab successful flights and go further into niche.  He also didn't go into Space Systems like building satellite, supply chains (eg propulsion, satellite bus, form factors) of them; or discuss in any meaningful manner about the value of vertical integration of space company. Chad did however dedicate entire chapter to his portfolio companies, mostly private, but I didn't think the TAM was large enough to be interesting. Hence, I wanted to hear more about Rocket Lab.\n\nZooming out, Space Capital raised $100m total, which is penny on the dollar for VC funds. For example, a16z raised $7.6bil just for their crypto funds.   My personal investment in $RKLB is over $1.2m and I know few others range up to $30m. So, we can reasonably surmise that our X investors group exceeds Space Capital AUM.\n\nI'm still convinced my thesis for space industry is superior. An interesting company must be able to capture value end-to-end, be vertical integrated, and difficult to replicate.", "reply_text": null, "parent_text": null, "quoted_text": "It's Saturday and I'm reading the space economy by Chad Anderson @chadsonofchad, with the intro sounding like my own $rklb thesis.\n\nSimultaneously, I'm debating with a bunch of morons (in Elon threads) arguing there is no purpose for Mars because it's not livable and we have https://t.co/POXUMLifVf", "parent_author": null, "ret_m1d": 0.10897431014033221, "ret_signed_m1d": 0.10897431014033221, "alpha_spy_m1d": 0.10397627103648999, "alpha_c_m1d": 0.11408871549836186, "bench_spy_m1d": 0.004998039103842222, "bench_c_m1d": -0.00511440535802965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047830339275739764, "ret_signed_p1d": 0.047830339275739764, "alpha_spy_p1d": 0.04732543724428484, "alpha_c_p1d": 0.047237471643926776, "bench_spy_p1d": 0.0005049020314549235, "bench_c_p1d": 0.0005928676318129877, "ret_p1w": -0.06336290946273437, "ret_signed_p1w": -0.06336290946273437, "alpha_spy_p1w": -0.034115573910046826, "alpha_c_p1w": -0.04001563459655311, "bench_spy_p1w": -0.029247335552687548, "bench_c_p1w": -0.023347274866181267, "ret_p1m": -0.04142012446483967, "ret_signed_p1m": -0.04142012446483967, "alpha_spy_p1m": -0.0011341031576187488, "alpha_c_p1m": -0.03467821447445529, "bench_spy_p1m": -0.04028602130722092, "bench_c_p1m": -0.006741909990384376, "ret_p3m": 0.2534516378509373, "ret_signed_p3m": 0.2534516378509373, "alpha_spy_p3m": 0.27598104972625814, "alpha_c_p3m": 0.20644175261300712, "bench_spy_p3m": -0.02252941187532087, "bench_c_p3m": 0.04700988523793015, "ret_p6m": 1.0064101207601817, "ret_signed_p6m": 1.0064101207601817, "alpha_spy_p6m": 0.9261703962425862, "alpha_c_p6m": 0.8787333562499942, "bench_spy_p6m": 0.08023972451759542, "bench_c_p6m": 0.1276767645101875, "ret_p1y": 2.254930961599938, "ret_signed_p1y": 2.254930961599938, "alpha_spy_p1y": 2.095011888003755, "alpha_c_p1y": 1.9569481291748272, "bench_spy_p1y": 0.1599190735961833, "bench_c_p1y": 0.29798283242511103, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04142012446483967, "alpha_spy_stated": -0.0011341031576187488, "alpha_c_stated": -0.03467821447445529, "price_path": [0.2658, 0.3452, 0.1911, 0.1346, 0.1395, 0.1795, 0.217, 0.146, 0.1267, 0.1514, 0.1134, 0.2041, 0.2771, 0.3003, 0.1302, 0.145, 0.2263, 0.2618, 0.3116, 0.3116, 0.4024, 0.3422, 0.2978, 0.2559, 0.2559, 0.2308, 0.4172, 0.4201, 0.3782, 0.3491, 0.3491, 0.3269, 0.179, 0.1913, 0.2263, 0.215, 0.1834, 0.1834, 0.5419, 0.4606, 0.5567, 0.497, 0.4512, 0.429, 0.4236, 0.4068, 0.4324, 0.3994, 0.4142, 0.4103, 0.3649, 0.3516, 0.5089, 0.3915, 0.3619, 0.3955, 0.3817, 0.3817, 0.3679, 0.2786, 0.2456, 0.1612, 0.109, 0.0, 0.0478, -0.0222, 0.0104, -0.0799, -0.0634, 0.0059, -0.0799, -0.073, -0.1558, -0.1208, -0.0912, -0.1336, -0.0725, -0.0582, -0.1134, -0.074, -0.0863, -0.0661, -0.0035, -0.0005, -0.0414, -0.0917, -0.0819, -0.1183, -0.105, -0.0464, -0.1179, -0.1928, -0.1361, -0.1529, 0.0153, -0.0321, -0.0321, -0.0567, 0.039, -0.015, -0.0266, -0.0266, -0.0804, -0.0611, 0.0005, 0.0789, 0.1036, 0.1179, 0.1045, 0.0745, 0.0907, 0.1336, 0.1085, 0.1031, 0.0991, 0.1391, 0.0113, 0.0483, 0.0764, 0.1898, 0.2436, 0.2608, 0.2722, 0.2821, 0.2411, 0.2732, 0.2535, 0.2535, 0.4181, 0.4265, 0.3486, 0.321, 0.3116, 0.3176, 0.3269, 0.3042, 0.426, 0.4615, 0.3397, 0.3491, 0.3018, 0.253, 0.3092, 0.3028, 0.3733, 0.3733, 0.4813, 0.6164, 0.6499, 0.5952, 0.7821, 0.7446, 0.7638, 0.6928, 0.7594, 0.7584, 0.7584, 0.9172, 0.9103, 0.93, 0.928, 0.9246, 1.1307, 1.1992, 1.3516, 1.5311, 1.534, 1.3269, 1.3116, 1.4236, 1.3733, 1.3388, 1.2244, 1.1593, 1.2899, 1.2643, 1.2096, 1.1963, 1.2066, 1.1746, 1.18, 1.2036, 1.2199, 1.1415, 1.1203, 1.1109, 1.1829, 1.2175, 1.0178, 1.0064]}
{"unit_id": "quote:1905080883255607658", "ticker_idx": 0, "ts": "2025-03-27T02:14:11+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 clearly is killing it. There's no second.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD; terse decisive quality verdict — killing it with no close second.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$hood clearly is killing it. There's no second.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/oGJ630tmI2", "parent_author": null, "ret_m1d": 0.016821955797554855, "ret_signed_m1d": 0.016821955797554855, "alpha_spy_m1d": 0.01415925734760859, "alpha_c_m1d": 0.014829102059819244, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.0019928537377356115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04705622710932411, "ret_signed_p1d": -0.04705622710932411, "alpha_spy_p1d": -0.02691790562221208, "alpha_c_p1d": -0.027725793739938775, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.019330433369385336, "ret_p1w": -0.13025694790410625, "ret_signed_p1w": -0.13025694790410625, "alpha_spy_p1w": -0.07668427586067184, "alpha_c_p1w": -0.080635540536946, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.04962140736716025, "ret_p1m": 0.12411909243334573, "ret_signed_p1m": 0.12411909243334573, "alpha_spy_p1m": 0.1531097184163318, "alpha_c_p1m": 0.16716422190221913, "bench_spy_p1m": -0.028990625982986074, "bench_c_p1m": -0.0430451294688734, "ret_p3m": 0.8642873154600161, "ret_signed_p3m": 0.8642873154600161, "alpha_spy_p3m": 0.791116370787083, "alpha_c_p3m": 0.8328650487627975, "bench_spy_p3m": 0.07317094467293317, "bench_c_p3m": 0.03142226669721859, "ret_p6m": 1.836553626238595, "ret_signed_p6m": 1.836553626238595, "alpha_spy_p6m": 1.6594576571117519, "alpha_c_p6m": 1.751740603265545, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.08481302297305016, "ret_p1y": 0.7119798746326977, "ret_signed_p1y": 0.7119798746326977, "alpha_spy_p1y": 0.5219248066758222, "alpha_c_p1y": 0.7194476923610242, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": -0.007467817728326498, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12411909243334573, "alpha_spy_stated": 0.1531097184163318, "alpha_c_stated": 0.16716422190221913, "price_path": [-0.1298, -0.153, -0.153, -0.1034, -0.06, -0.0291, -0.078, -0.0723, -0.0723, -0.0889, -0.1, -0.0507, 0.0357, 0.0475, 0.0946, 0.0946, 0.1366, 0.1403, 0.1448, 0.1621, 0.0852, 0.123, 0.1628, 0.2048, 0.181, 0.1798, 0.1953, 0.2321, 0.2087, 0.2698, 0.2792, 0.2125, 0.271, 0.4503, 0.484, 0.484, 0.3739, 0.3464, 0.2744, 0.173, 0.135, 0.0439, 0.1105, 0.1089, 0.1389, 0.0659, 0.0507, 0.0939, 0.0193, 0.0098, -0.19, -0.1734, -0.1153, -0.1812, -0.108, -0.0448, -0.0884, -0.0271, -0.0075, 0.0084, 0.0993, 0.0946, 0.0168, 0.0, -0.0471, -0.0539, -0.0416, -0.0298, -0.1303, -0.2155, -0.195, -0.2232, -0.0405, -0.0791, -0.007, 0.0034, 0.002, -0.0757, -0.0639, -0.0639, -0.0941, -0.0432, 0.0152, 0.0946, 0.1241, 0.1123, 0.1223, 0.1164, 0.0598, 0.1046, 0.0923, 0.1068, 0.1364, 0.2291, 0.2423, 0.3055, 0.4224, 0.3955, 0.3794, 0.404, 0.461, 0.4756, 0.4517, 0.4724, 0.436, 0.436, 0.5008, 0.4808, 0.4537, 0.5038, 0.5454, 0.6304, 0.6429, 0.6483, 0.7022, 0.6686, 0.6483, 0.7022, 0.6786, 0.6504, 0.7447, 0.7038, 0.7811, 0.7811, 0.7845, 0.7356, 0.8643, 0.8811, 0.9213, 0.8875, 1.1284, 1.0989, 1.2273, 1.1459, 1.1459, 1.1246, 1.0748, 1.1491, 1.2437, 1.2355, 1.2723, 1.2628, 1.3471, 1.3971, 1.4947, 1.3719, 1.3153, 1.3205, 1.3171, 1.3835, 1.4271, 1.3487, 1.4119, 1.3426, 1.271, 1.418, 1.3974, 1.4017, 1.5285, 1.6058, 1.5829, 1.5935, 1.4692, 1.5167, 1.5954, 1.6147, 1.4437, 1.3946, 1.4165, 1.4851, 1.4537, 1.4733, 1.3396, 1.3571, 1.3649, 1.3649, 1.2923, 1.2919, 1.3394, 1.3017, 1.6661, 1.6938, 1.6702, 1.6767, 1.6149, 1.6104, 1.6683, 1.697, 1.7486, 1.8366]}
{"unit_id": "orig:1923115976716963965", "ticker_idx": 0, "ts": "2025-05-15T20:39:13+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not planning to sell in a long time", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds 50% of RKLB position in IRA space portfolio with no plans to sell for a long time.", "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 represents 50% (out of 20k total shares) of my $rklb position in my space portfolio/IRA. Not planning to sell in a long time. https://t.co/lCpDN01vE7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01368793060801532, "ret_signed_m1d": -0.01368793060801532, "alpha_spy_m1d": -0.007393857775723212, "alpha_c_m1d": -0.0024205463865581978, "bench_spy_m1d": -0.006294072832292108, "bench_c_m1d": -0.011267384221457122, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008994898122070882, "ret_signed_p1d": 0.008994898122070882, "alpha_spy_p1d": 0.007900870038370922, "alpha_c_p1d": 0.005587005249394039, "bench_spy_p1d": 0.0010940280836999605, "bench_c_p1d": 0.003407892872676843, "ret_p1w": -0.005866234662514902, "ret_signed_p1w": -0.005866234662514902, "alpha_spy_p1w": 0.019529112275529337, "alpha_c_p1w": 0.014651313931792642, "bench_spy_p1w": -0.02539534693804424, "bench_c_p1w": -0.020517548594307544, "ret_p1m": 0.038326146027866326, "ret_signed_p1m": 0.038326146027866326, "alpha_spy_p1m": 0.024054824146533926, "alpha_c_p1m": 0.03936942034798596, "bench_spy_p1m": 0.0142713218813324, "bench_c_p1m": -0.001043274320119636, "ret_p3m": 0.6816582132655986, "ret_signed_p3m": 0.6816582132655986, "alpha_spy_p3m": 0.5931415186866156, "alpha_c_p3m": 0.6179213331733557, "bench_spy_p3m": 0.08851669457898304, "bench_c_p3m": 0.06373688009224288, "ret_p6m": 1.0297224147556134, "ret_signed_p6m": 1.0297224147556134, "alpha_spy_p6m": 0.8763238029202773, "alpha_c_p6m": 0.9495422116513657, "bench_spy_p6m": 0.1533986118353361, "bench_c_p6m": 0.08018020310424778, "ret_p1y": 2.080172196958327, "ret_signed_p1y": 2.080172196958327, "alpha_spy_p1y": 1.8481508501298627, "alpha_c_p1y": 1.8648879693985907, "bench_spy_p1y": 0.23202134682846443, "bench_c_p1y": 0.21528422755973642, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 2.080172196958327, "alpha_spy_stated": 1.8481508501298627, "alpha_c_stated": 1.8648879693985907, "price_path": [0.0849, 0.0141, -0.0121, -0.079, -0.1205, -0.2069, -0.1689, -0.2245, -0.1987, -0.2702, -0.2571, -0.2022, -0.2702, -0.2648, -0.3305, -0.3027, -0.2792, -0.3129, -0.2644, -0.253, -0.2968, -0.2655, -0.2753, -0.2593, -0.2096, -0.2073, -0.2397, -0.2796, -0.2718, -0.3007, -0.2902, -0.2436, -0.3004, -0.3598, -0.3148, -0.3281, -0.1948, -0.2323, -0.2323, -0.2519, -0.176, -0.2188, -0.228, -0.228, -0.2706, -0.2554, -0.2065, -0.1443, -0.1248, -0.1134, -0.124, -0.1478, -0.1349, -0.1009, -0.1208, -0.1251, -0.1283, -0.0966, -0.1979, -0.1686, -0.1463, -0.0563, -0.0137, 0.0, 0.009, 0.0168, -0.0156, 0.0098, -0.0059, -0.0059, 0.1248, 0.1314, 0.0696, 0.0477, 0.0403, 0.045, 0.0524, 0.0344, 0.131, 0.1592, 0.0626, 0.07, 0.0325, -0.0063, 0.0383, 0.0332, 0.0892, 0.0892, 0.1748, 0.282, 0.3086, 0.2652, 0.4134, 0.3837, 0.3989, 0.3426, 0.3954, 0.3946, 0.3946, 0.5205, 0.5151, 0.5307, 0.5291, 0.5264, 0.6899, 0.7442, 0.8651, 1.0074, 1.0098, 0.8455, 0.8334, 0.9222, 0.8823, 0.8549, 0.7642, 0.7126, 0.8162, 0.7959, 0.7524, 0.7419, 0.7501, 0.7247, 0.729, 0.7478, 0.7607, 0.6985, 0.6817, 0.6742, 0.7313, 0.7587, 0.6003, 0.5913, 0.6242, 0.7356, 0.8467, 0.8823, 0.8088, 0.8737, 0.9007, 0.9007, 0.9284, 0.7024, 0.6813, 0.7927, 0.8666, 0.8393, 0.8056, 0.894, 1.086, 1.1134, 0.8477, 0.8803, 0.8451, 0.869, 0.948, 1.0692, 0.9042, 0.8236, 0.8092, 0.8385, 0.8737, 0.876, 1.052, 1.1963, 1.2878, 1.4056, 1.5542, 1.5976, 1.5131, 1.5585, 1.6605, 1.709, 1.6203, 1.5917, 1.6339, 1.5577, 1.3686, 1.4861, 1.5248, 1.5663, 1.4932, 1.5874, 1.3825, 1.463, 1.3989, 1.2124, 1.2065, 0.9402, 1.0196, 1.0297]}
{"unit_id": "quote:1938975659260260566", "ticker_idx": 0, "ts": "2025-06-28T14:59:56+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Their misstep will eventually benefit Tesla future dominance on autonomous driving. $TSLA", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish TSLA: legacy automakers' LiDAR misstep will cement Tesla's eventual dominance in autonomous driving.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Any CEO who is not pursuing vision-only cannot admit it is the better solution because it would jeopardize their job.  The only line of defense is lidar, lidar.  By the time it is absolutely undeniable, they are long gone.  I don't think they're dumb - they're survivors. Leading, hiring and building multi-billion dollar leading R&D is not easy. Their misstep will eventually benefit Tesla future dominance on autonomous driving.  $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "NEWS: Ford CEO Jim Farley said today that Waymo’s approach to self-driving makes more sense than Tesla’s, and that he talked to Elon Musk but decided LiDAR was important to the picture.\n\nJim: “When you have a brand like Ford, when there’s a new technology, you have to be really https://t.co/VTrfEfC3FB", "parent_author": null, "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.0235521108313419, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035360757182515, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.0792514754757635, "alpha_c_p1w": -0.07959436010237286, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004923325199490458, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.01703439694704567, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482294403452533, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869197692021575, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.038384244252195776, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.06893518499191731, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.2478121271585596, "alpha_spy_stated": 0.038384244252195776, "alpha_c_stated": 0.1788769421666423, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "quote:1936793704905212314", "ticker_idx": 0, "ts": "2025-06-22T14:29:37+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm calling bear. I own it via $QQQ and I'm seriously debating to get rid of it due to $GOOG and also $AAPL weakness in the wake of AI.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish GOOG: search monopoly eroding to AI chat rivals while GCP can't offset; also flagging AAPL weakness from AI.", "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": "FinX is discussing whether $GOOG is a buy.  I'm calling bear. I own it via $QQQ and I'm seriously debating to get rid of it due to $GOOG and also $AAPL weakness in the wake of AI.\n\nBulls will say that GCP, and Google Overview will keep them in the game. Let's see...\n\nAI datacenter: GCP, AWS, Azure, emerging players like coreweave, nbis, ibm, oracle.   \n\nVs  \n\nSearch (before) : google. \nSearch (now) : Google with overview (cannibalizingbluelinks), chatgpt, perplexity, claude, grok  \n\nGoogle went from a monopoly on search, to cannibalizing themselves with quick AI answer (user see answer, and leave, no more scrolling or clicking blue links, lower engagement, lower ads revenue) just to keep the bleeding to AI chats. Bull will tell you that the Google Overview trending up -- OBVIOUSLY --- because people see them then leave. (me, all the time)\n\nThere's no way Google now make enough profits in AI datacenter among the Amazon, Microsoft, Google, and other players for AI datacenter, to replace their Search monopoly.\n\nThis is like Yahoo Directory fighting Google Search. In 2005. It doesn't work. \n\n(below data just for ChatGPT, can't find for others yet, but they make up 80% so you can approximate)", "reply_text": null, "parent_text": null, "quoted_text": "alright chat\n\ncan we finally decide if it’s time…\n\nto seriously buy $GOOGL\n\nfell another 4% on Friday back below $170, down 12% YTD\n\nwould love to really hear all the bull &amp; bear cases\n\ni am long but in a market that is getting frothy, buying a company that does $112B of net https://t.co/A2AUMreE4M", "parent_author": null, "ret_m1d": 0.010360734218407996, "ret_signed_m1d": -0.010360734218407996, "alpha_spy_m1d": -0.020141712328558214, "alpha_c_m1d": -0.02286442809106337, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.012503693872655375, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010421110383114884, "ret_signed_p1d": -0.010421110383114884, "alpha_spy_p1d": 0.0006260756563924996, "alpha_c_p1d": 0.0024771418852984617, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.012898252268413346, "ret_p1w": 0.06855008345737335, "ret_signed_p1w": -0.06855008345737335, "alpha_spy_p1w": -0.03905753628485553, "alpha_c_p1w": -0.023887500784896876, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.04466258267247647, "ret_p1m": 0.15721944071945537, "ret_signed_p1m": -0.15721944071945537, "alpha_spy_p1m": -0.10938137713533425, "alpha_c_p1m": -0.11900609572238285, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.03821334499707252, "ret_p3m": 0.5213271658082497, "ret_signed_p3m": -0.5213271658082497, "alpha_spy_p3m": -0.4178364154294105, "alpha_c_p3m": -0.3766550352092719, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.14467213059897777, "ret_p6m": 0.8565508415239054, "ret_signed_p6m": -0.8565508415239054, "alpha_spy_p6m": -0.7222475576814034, "alpha_c_p6m": -0.729812750814737, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.12673809070916842, "ret_p1y": 1.1343831473255848, "ret_signed_p1y": -1.1343831473255848, "alpha_spy_p1y": -0.9153825426017881, "alpha_c_p1y": -1.0552184927381854, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.07916465458739941, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15721944071945537, "alpha_spy_stated": -0.10938137713533425, "alpha_c_stated": -0.11900609572238285, "price_path": [0.0056, -0.0128, -0.0611, -0.06, -0.0441, -0.0442, -0.0817, -0.1111, -0.1021, -0.1181, -0.031, -0.0652, -0.041, -0.0285, -0.0453, -0.0644, -0.0773, -0.0773, -0.0984, -0.0741, -0.0511, -0.0285, -0.0142, -0.0228, -0.025, -0.032, -0.0206, -0.0024, -0.001, -0.0061, -0.0807, -0.0629, -0.0712, -0.0399, -0.032, 0.0036, -0.0049, 0.0073, 0.01, -0.0054, 0.0232, 0.0347, 0.0203, 0.0203, 0.0468, 0.0431, 0.0406, 0.04, 0.025, 0.009, 0.0191, 0.0217, 0.0524, 0.07, 0.0843, 0.077, 0.066, 0.0595, 0.0719, 0.0676, 0.048, 0.048, 0.0104, 0.0, 0.0104, 0.033, 0.0507, 0.0739, 0.0686, 0.0657, 0.0828, 0.0876, 0.0876, 0.0696, 0.0551, 0.0702, 0.0764, 0.0922, 0.1012, 0.1029, 0.107, 0.1126, 0.1201, 0.1514, 0.1572, 0.1536, 0.1638, 0.1691, 0.1651, 0.1832, 0.1893, 0.1617, 0.1442, 0.1791, 0.1766, 0.1862, 0.1884, 0.2173, 0.2146, 0.2298, 0.223, 0.2278, 0.2343, 0.2306, 0.2197, 0.2059, 0.2085, 0.2452, 0.2599, 0.2526, 0.2542, 0.2793, 0.2862, 0.2862, 0.277, 0.3921, 0.4015, 0.4166, 0.4118, 0.4466, 0.4443, 0.4517, 0.4553, 0.5179, 0.5158, 0.5064, 0.5213, 0.5389, 0.5246, 0.5214, 0.4942, 0.4866, 0.4903, 0.4733, 0.4684, 0.4804, 0.4858, 0.4859, 0.5164, 0.49, 0.4799, 0.4603, 0.4319, 0.475, 0.4843, 0.5176, 0.5186, 0.5301, 0.5496, 0.5154, 0.5225, 0.5298, 0.5706, 0.6274, 0.6184, 0.659, 0.6996, 0.6991, 0.713, 0.6765, 0.7168, 0.7203, 0.6863, 0.752, 0.7589, 0.7329, 0.6828, 0.6699, 0.7219, 0.7181, 0.7665, 0.7483, 0.8066, 0.9201, 0.9513, 0.931, 0.931, 0.93, 0.8999, 0.9053, 0.9331, 0.9196, 0.9419, 0.8971, 0.917, 0.9366, 0.8926, 0.8734, 0.8661, 0.8566]}
{"unit_id": "quote:1936793704905212314", "ticker_idx": 1, "ts": "2025-06-22T14:29:37+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "seriously debating to get rid of it due to $GOOG and also $AAPL weakness in the wake of AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish GOOG: search monopoly eroding to AI chat rivals while GCP can't offset; also flagging AAPL weakness from AI.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "FinX is discussing whether $GOOG is a buy.  I'm calling bear. I own it via $QQQ and I'm seriously debating to get rid of it due to $GOOG and also $AAPL weakness in the wake of AI.\n\nBulls will say that GCP, and Google Overview will keep them in the game. Let's see...\n\nAI datacenter: GCP, AWS, Azure, emerging players like coreweave, nbis, ibm, oracle.   \n\nVs  \n\nSearch (before) : google. \nSearch (now) : Google with overview (cannibalizingbluelinks), chatgpt, perplexity, claude, grok  \n\nGoogle went from a monopoly on search, to cannibalizing themselves with quick AI answer (user see answer, and leave, no more scrolling or clicking blue links, lower engagement, lower ads revenue) just to keep the bleeding to AI chats. Bull will tell you that the Google Overview trending up -- OBVIOUSLY --- because people see them then leave. (me, all the time)\n\nThere's no way Google now make enough profits in AI datacenter among the Amazon, Microsoft, Google, and other players for AI datacenter, to replace their Search monopoly.\n\nThis is like Yahoo Directory fighting Google Search. In 2005. It doesn't work. \n\n(below data just for ChatGPT, can't find for others yet, but they make up 80% so you can approximate)", "reply_text": null, "parent_text": null, "quoted_text": "alright chat\n\ncan we finally decide if it’s time…\n\nto seriously buy $GOOGL\n\nfell another 4% on Friday back below $170, down 12% YTD\n\nwould love to really hear all the bull &amp; bear cases\n\ni am long but in a market that is getting frothy, buying a company that does $112B of net https://t.co/A2AUMreE4M", "parent_author": null, "ret_m1d": -0.0024815022029034406, "ret_signed_m1d": 0.0024815022029034406, "alpha_spy_m1d": -0.007299475907246777, "alpha_c_m1d": -0.008791630036845133, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.011273132239748573, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005955377207721546, "ret_signed_p1d": 0.005955377207721546, "alpha_spy_p1d": 0.01700256324722893, "alpha_c_p1d": 0.023906676053782605, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.01795129884606106, "ret_p1w": 0.018213344262890896, "ret_signed_p1w": -0.018213344262890896, "alpha_spy_p1w": 0.011279202909626918, "alpha_c_p1w": 0.02440026016486785, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.042613604427758744, "ret_p1m": 0.06401979180470208, "ret_signed_p1m": -0.06401979180470208, "alpha_spy_p1m": -0.01618172822058095, "alpha_c_p1m": 0.0015682618656687186, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.0655880536703708, "ret_p3m": 0.18188559651428005, "ret_signed_p3m": -0.18188559651428005, "alpha_spy_p3m": -0.0783948461354409, "alpha_c_p3m": -0.04502789418403297, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.13685770233024708, "ret_p6m": 0.3656979304773402, "ret_signed_p6m": -0.3656979304773402, "alpha_spy_p6m": -0.23139464663483822, "alpha_c_p6m": -0.19027619058960554, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.17542173988773468, "ret_p1y": 0.4527877099954134, "ret_signed_p1y": -0.4527877099954134, "alpha_spy_p1y": -0.23378710527161672, "alpha_c_p1y": 0.007567117497281783, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.4603548274926952, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06401979180470208, "alpha_spy_stated": -0.01618172822058095, "alpha_c_stated": 0.0015682618656687186, "price_path": [0.098, 0.1095, 0.08, 0.1009, 0.1062, 0.1097, 0.0071, -0.0663, -0.1006, -0.1454, -0.0144, -0.0562, -0.0179, 0.0037, 0.0019, -0.0371, -0.0237, -0.0237, -0.0426, -0.01, 0.0141, 0.0327, 0.0373, 0.0415, 0.0468, 0.0532, 0.0573, 0.0178, -0.0142, -0.0161, -0.0273, -0.0212, -0.016, 0.0461, 0.0567, 0.0537, 0.0494, 0.0484, 0.0361, 0.0266, 0.0029, -0.0007, -0.0309, -0.0309, -0.0064, -0.0054, -0.0077, -0.0032, 0.001, 0.0088, 0.0066, -0.0043, 0.012, -0.0002, 0.0058, -0.0135, -0.0114, -0.0251, -0.0153, -0.0291, -0.0244, -0.0244, -0.0025, 0.0, -0.006, 0.0003, -0.0025, -0.0021, 0.0182, 0.0314, 0.0543, 0.0598, 0.0598, 0.0419, 0.0422, 0.0478, 0.0541, 0.0479, 0.0353, 0.0378, 0.043, 0.0423, 0.048, 0.0545, 0.064, 0.0628, 0.0608, 0.0614, 0.0623, 0.0485, 0.0375, 0.0301, 0.0044, 0.0092, 0.007, 0.0583, 0.092, 0.1382, 0.1287, 0.141, 0.1593, 0.1565, 0.1506, 0.1472, 0.1455, 0.1229, 0.1174, 0.1316, 0.1286, 0.1393, 0.1452, 0.1555, 0.1534, 0.1534, 0.1413, 0.1848, 0.1913, 0.1909, 0.1819, 0.1643, 0.1268, 0.1429, 0.163, 0.176, 0.1832, 0.1874, 0.1819, 0.2197, 0.2723, 0.2641, 0.2536, 0.2762, 0.2692, 0.2641, 0.2651, 0.2692, 0.2775, 0.2819, 0.2753, 0.2743, 0.2821, 0.2622, 0.2186, 0.2305, 0.231, 0.2388, 0.2294, 0.2535, 0.3029, 0.3055, 0.2841, 0.2897, 0.3058, 0.3356, 0.3365, 0.34, 0.3484, 0.3433, 0.3368, 0.3417, 0.3422, 0.3403, 0.3339, 0.3399, 0.3689, 0.36, 0.3574, 0.3548, 0.3301, 0.33, 0.3356, 0.3241, 0.3502, 0.3722, 0.3774, 0.3803, 0.3803, 0.3868, 0.4079, 0.4233, 0.4131, 0.396, 0.3864, 0.382, 0.3785, 0.3864, 0.3827, 0.3839, 0.3632, 0.3657]}
{"unit_id": "thread:1929885586199835007", "ticker_idx": 0, "ts": "2025-06-03T12:59:13+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$hood is poised to break $70 all time high today. this is one of my 3 core holdings, projected to be $90 or above this year", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long HOOD as a core holding; targets $90+ this year and expects a break above $70 ATH imminently.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$hood is poised to break $70 all time high today. \n\nTechnically I own this since $9 from leap calls then sold them at $23.\n\nIf you missed my beginning of the year post, this is one of my 3 core holdings, projected to be $90 or above this year. https://t.co/U0lxu25mcX\n\n---\n\n$hood tax lots. https://t.co/QyDB8mTpjN\n\n---\n\nI bought 6500 shares at flash bottom. Nothing beats yolo at bottom.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.052147208590536454, "ret_signed_m1d": -0.052147208590536454, "alpha_spy_m1d": -0.04647688284532625, "alpha_c_m1d": -0.05018939171730097, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.001957816873235485, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007668647699416331, "ret_signed_p1d": 0.007668647699416331, "alpha_spy_p1d": 0.007937160103318797, "alpha_c_p1d": 0.01334606550280315, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.0056774178033868195, "ret_p1w": 0.011015071138890331, "ret_signed_p1w": 0.011015071138890331, "alpha_spy_p1w": -0.0007112164954177214, "alpha_c_p1w": 0.011406680173354888, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": -0.0003916090344645573, "ret_p1m": 0.3661461473685823, "ret_signed_p1m": 0.3661461473685823, "alpha_spy_p1m": 0.32220283608940004, "alpha_c_p1m": 0.33246700940767204, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.033679137960910266, "ret_p3m": 0.45050191032717035, "ret_signed_p3m": 0.45050191032717035, "alpha_spy_p3m": 0.3651676092693188, "alpha_c_p3m": 0.3899101910546865, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.06059171927248386, "ret_p6m": 0.7875068985809668, "ret_signed_p6m": 0.7875068985809668, "alpha_spy_p6m": 0.6407350697477601, "alpha_c_p6m": 0.7439210261242091, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.04358587245675771, "ret_p1y": 0.058561027283275946, "ret_signed_p1y": 0.058561027283275946, "alpha_spy_p1y": -0.2017085857515164, "alpha_c_p1y": 0.030197529172032445, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.0283634981112435, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3661461473685823, "alpha_spy_stated": 0.32220283608940004, "alpha_c_stated": 0.33246700940767204, "price_path": [-0.3748, -0.3806, -0.5032, -0.493, -0.4573, -0.4978, -0.4529, -0.4141, -0.4409, -0.4032, -0.3912, -0.3815, -0.3257, -0.3286, -0.3763, -0.3866, -0.4155, -0.4197, -0.4122, -0.4049, -0.4665, -0.5188, -0.5063, -0.5236, -0.4115, -0.4352, -0.391, -0.3846, -0.3854, -0.4331, -0.4258, -0.4258, -0.4444, -0.4131, -0.3773, -0.3286, -0.3105, -0.3178, -0.3116, -0.3153, -0.35, -0.3225, -0.33, -0.3211, -0.303, -0.2461, -0.238, -0.1992, -0.1276, -0.144, -0.1539, -0.1389, -0.1039, -0.095, -0.1096, -0.0969, -0.1192, -0.1192, -0.0795, -0.0917, -0.1083, -0.0777, -0.0521, 0.0, 0.0077, 0.011, 0.0441, 0.0234, 0.011, 0.0441, 0.0296, 0.0123, 0.0701, 0.045, 0.0924, 0.0924, 0.0945, 0.0646, 0.1435, 0.1538, 0.1785, 0.1577, 0.3055, 0.2874, 0.3661, 0.3162, 0.3162, 0.3031, 0.2726, 0.3182, 0.3762, 0.3712, 0.3938, 0.3879, 0.4396, 0.4703, 0.5301, 0.4548, 0.4201, 0.4233, 0.4212, 0.4619, 0.4887, 0.4406, 0.4794, 0.4368, 0.3929, 0.4831, 0.4704, 0.4731, 0.5509, 0.5983, 0.5842, 0.5908, 0.5145, 0.5436, 0.5919, 0.6037, 0.4989, 0.4688, 0.4822, 0.5243, 0.505, 0.517, 0.435, 0.4458, 0.4505, 0.4505, 0.406, 0.4057, 0.4349, 0.4117, 0.6352, 0.6523, 0.6378, 0.6418, 0.6039, 0.6011, 0.6366, 0.6542, 0.6859, 0.7398, 0.7414, 0.7596, 0.768, 0.7101, 0.698, 0.9063, 0.9964, 0.94, 1.0315, 1.0729, 1.0114, 1.0218, 1.1036, 1.1258, 0.9375, 0.9615, 0.8816, 0.8705, 0.8327, 0.8113, 0.8935, 0.8383, 0.7738, 0.873, 0.9491, 1.0337, 1.0392, 1.019, 0.9251, 1.0466, 1.0508, 0.9074, 0.9866, 0.7719, 0.8176, 0.8946, 0.8395, 0.8542, 0.6945, 0.708, 0.617, 0.5937, 0.6475, 0.4809, 0.4961, 0.603, 0.6114, 0.7875]}
{"unit_id": "thread:1887606223018598823", "ticker_idx": 0, "ts": "2025-02-06T20:56:08+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you need a lot of satellites to build a constellation (eg defense, government, etc) with 100% coverage, which generates a lot of business for Rocket Lab $RKLB", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB as beneficiary of large satellite constellation demand driven by coverage requirements.", "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": "Let's go deeper on satellite constellation orbits mechanics. $ASTS $RKLB\n\n1. Satellites like AST and Starlink uses Low Earth Orbit (LEO) to achieve the shorter latency of 20-50ms, higher bandwidth, GEO, HEO, MEO; altitude about 550km.\n\n2. Orbits at around 7.8 km/s (28,080 km/h) with a FOV +/- 60 fov\n\n3. Given altitude, speed, fov (certain practical limits, You are connected to a satellite for 5 minutes to 10 minutes per satellite before it goes out of range. \n\nThe question is how many satellites you actually need. AST launched 5 and plans to launch 60.   The Bluebird is bigger than starlink, and it is used to amplify the signal to phones but does not increase its coverage area any significantly than Starlink.\n\nI've built a simulation here based on physical specs, and coverage projections. The constellation formation is based on Walker-Delta formation used on Starlink. \n\nYou can play around with the demo and decide for yourself how many satellites you need to provide full coverage.  Any gap means you are speaking for 5 minutes then the call drops until next satellite is visible.\n\n3. Given altitude, speed, fov (certain practical limits, you are connected to a satellite for 5 minutes to 10 minutes per satellite before it goes out of range. \n\n(if your wallet like Phantom or other ext complains, click ignore)\n\n---\n\n2/ The short answer is you need a lot of satellites to build a constellation (eg defense, government, etc) with 100% coverage, which generates a lot of business for Rocket Lab $RKLB.\n\n---\n\nDemo: https://t.co/AnrdNQZNiq\n\n---\n\nUpdated 7PM ET.  Walker Delta 53 inclination formation  $ASTS $RKLB\n\nhttps://t.co/eH0jkLi0wi https://t.co/iUepbqkfod", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03323699660949497, "ret_signed_m1d": 0.03323699660949497, "alpha_spy_m1d": 0.03670069002947063, "alpha_c_m1d": 0.037738329386483804, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.004501332776988831, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009754351690277496, "ret_signed_p1d": -0.009754351690277496, "alpha_spy_p1d": -0.000600736288130066, "alpha_c_p1d": -0.006777773138961107, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.002976578551316389, "ret_p1w": 0.022398805095707797, "ret_signed_p1w": 0.022398805095707797, "alpha_spy_p1w": 0.01677471878319947, "alpha_c_p1w": 0.021309823956892737, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": 0.0010889811388150594, "ret_p1m": -0.3208092836059252, "ret_signed_p1m": -0.3208092836059252, "alpha_spy_p1m": -0.2706706601017925, "alpha_c_p1m": -0.2954717880751395, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.02533749553078568, "ret_p3m": -0.19183523870660812, "ret_signed_p3m": -0.19183523870660812, "alpha_spy_p3m": -0.1162330573445941, "alpha_c_p3m": -0.1638113037004706, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.028023935006137535, "ret_p6m": 0.6188584132678698, "ret_signed_p6m": 0.6188584132678698, "alpha_spy_p6m": 0.5873343902108463, "alpha_c_p6m": 0.5250793676086722, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": 0.09377904565919759, "ret_p1y": 1.9075145400878095, "ret_signed_p1y": 1.9075145400878095, "alpha_spy_p1y": 1.7515822957426634, "alpha_c_p1y": 1.6977071845316294, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.20980735555618013, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3208092836059252, "alpha_spy_stated": -0.2706706601017925, "alpha_c_stated": -0.2954717880751395, "price_path": [-0.466, -0.4704, -0.3197, -0.3728, -0.3136, -0.3031, -0.2594, -0.271, -0.1904, -0.1597, -0.1308, -0.0809, -0.0726, -0.0726, -0.0145, -0.1273, -0.1687, -0.1651, -0.1358, -0.1084, -0.1604, -0.1745, -0.1564, -0.1842, -0.1178, -0.0643, -0.0473, -0.172, -0.1611, -0.1015, -0.0755, -0.039, -0.039, 0.0275, -0.0166, -0.0491, -0.0798, -0.0798, -0.0983, 0.0383, 0.0405, 0.0098, -0.0116, -0.0116, -0.0278, -0.1362, -0.1272, -0.1015, -0.1098, -0.1329, -0.1329, 0.1297, 0.0701, 0.1405, 0.0968, 0.0632, 0.047, 0.043, 0.0307, 0.0495, 0.0253, 0.0361, 0.0332, 0.0, -0.0098, 0.1055, 0.0195, -0.0022, 0.0224, 0.0123, 0.0123, 0.0022, -0.0632, -0.0874, -0.1492, -0.1875, -0.2673, -0.2323, -0.2836, -0.2598, -0.3259, -0.3138, -0.263, -0.3259, -0.3208, -0.3815, -0.3559, -0.3342, -0.3652, -0.3204, -0.31, -0.3504, -0.3215, -0.3306, -0.3158, -0.2699, -0.2677, -0.2977, -0.3345, -0.3273, -0.354, -0.3443, -0.3013, -0.3537, -0.4086, -0.3671, -0.3793, -0.2561, -0.2908, -0.2908, -0.3089, -0.2388, -0.2784, -0.2868, -0.2868, -0.3262, -0.3121, -0.267, -0.2095, -0.1915, -0.181, -0.1908, -0.2128, -0.2009, -0.1694, -0.1879, -0.1918, -0.1947, -0.1655, -0.259, -0.2319, -0.2113, -0.1283, -0.0889, -0.0762, -0.0679, -0.0607, -0.0907, -0.0672, -0.0816, -0.0816, 0.039, 0.0452, -0.0119, -0.0322, -0.039, -0.0347, -0.0278, -0.0444, 0.0448, 0.0708, -0.0184, -0.0116, -0.0462, -0.082, -0.0408, -0.0455, 0.0061, 0.0061, 0.0853, 0.1842, 0.2088, 0.1687, 0.3056, 0.2782, 0.2923, 0.2402, 0.289, 0.2883, 0.2883, 0.4046, 0.3996, 0.414, 0.4126, 0.41, 0.5611, 0.6113, 0.7229, 0.8544, 0.8566, 0.7048, 0.6936, 0.7757, 0.7388, 0.7135, 0.6297, 0.582, 0.6777, 0.659, 0.6189]}
{"unit_id": "reply:1935341984702500908", "ticker_idx": 0, "ts": "2025-06-18T14:21:00+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's our time $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB; endorses parent's momentum read with own decisive affirmation.", "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": "reply_other", "lang": "en", "tweet_text": "@XFinancialX It's our time $RKLB https://t.co/aBKx9IKHwH", "reply_text": null, "parent_text": "When $RKLB skips the morning dip.. you know something is coming. https://t.co/10ylZ0x7a1", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.051346509356863246, "ret_signed_m1d": -0.051346509356863246, "alpha_spy_m1d": -0.051497245149548565, "alpha_c_m1d": -0.053737342563107804, "bench_spy_m1d": 0.00015073579268531923, "bench_c_m1d": 0.002390833206244558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.16157982158037898, "ret_signed_p1w": 0.16157982158037898, "alpha_spy_p1w": 0.14237318083474348, "alpha_c_p1w": 0.14746243768736944, "bench_spy_p1w": 0.019206640745635495, "bench_c_p1w": 0.014117383893009539, "ret_p1m": 0.8430880117763881, "ret_signed_p1m": 0.8430880117763881, "alpha_spy_p1m": 0.7887618997062429, "alpha_c_p1m": 0.7724036363161566, "bench_spy_p1m": 0.05432611207014526, "bench_c_p1m": 0.07068437546023154, "ret_p3m": 0.9403949793653645, "ret_signed_p3m": 0.9403949793653645, "alpha_spy_p3m": 0.8308880677407755, "alpha_c_p3m": 0.8663250436786907, "bench_spy_p3m": 0.10950691162458903, "bench_c_p3m": 0.07406993568667386, "ret_p6m": 1.281148937490399, "ret_signed_p6m": 1.281148937490399, "alpha_spy_p6m": 1.1209928311523578, "alpha_c_p6m": 1.1640424779348006, "bench_spy_p6m": 0.16015610633804123, "bench_c_p6m": 0.1171064595555984, "ret_p1y": 2.9526032432048908, "ret_signed_p1y": 2.9526032432048908, "alpha_spy_p1y": 2.703934043417185, "alpha_c_p1y": 2.7112881366862513, "bench_spy_p1y": 0.24866919978770596, "bench_c_p1y": 0.24131510651863963, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8430880117763881, "alpha_spy_stated": 0.7887618997062429, "alpha_c_stated": 0.7724036363161566, "price_path": [-0.3199, -0.2743, -0.2722, -0.302, -0.3386, -0.3314, -0.358, -0.3483, -0.3056, -0.3576, -0.4122, -0.3709, -0.3831, -0.2607, -0.2952, -0.2952, -0.3131, -0.2434, -0.2828, -0.2912, -0.2912, -0.3303, -0.3163, -0.2715, -0.2144, -0.1964, -0.186, -0.1957, -0.2176, -0.2057, -0.1745, -0.1928, -0.1968, -0.1996, -0.1706, -0.2636, -0.2366, -0.2162, -0.1336, -0.0944, -0.0819, -0.0736, -0.0664, -0.0962, -0.0729, -0.0873, -0.0873, 0.0327, 0.0388, -0.018, -0.0381, -0.0449, -0.0406, -0.0338, -0.0503, 0.0384, 0.0643, -0.0244, -0.0176, -0.0521, -0.0876, -0.0467, -0.0513, 0.0, 0.0, 0.0786, 0.177, 0.2014, 0.1616, 0.2977, 0.2704, 0.2844, 0.2327, 0.2811, 0.2804, 0.2804, 0.3961, 0.391, 0.4054, 0.4039, 0.4014, 0.5515, 0.6014, 0.7124, 0.8431, 0.8452, 0.6944, 0.6833, 0.7648, 0.7282, 0.7031, 0.6197, 0.5724, 0.6675, 0.6488, 0.609, 0.5993, 0.6068, 0.5835, 0.5874, 0.6047, 0.6165, 0.5594, 0.544, 0.5372, 0.5896, 0.6147, 0.4693, 0.461, 0.4912, 0.5935, 0.6955, 0.7282, 0.6607, 0.7203, 0.7451, 0.7451, 0.7706, 0.563, 0.5436, 0.646, 0.7138, 0.6887, 0.6578, 0.739, 0.9153, 0.9404, 0.6964, 0.7264, 0.6941, 0.716, 0.7885, 0.8998, 0.7483, 0.6743, 0.661, 0.688, 0.7203, 0.7224, 0.884, 1.0165, 1.1005, 1.2086, 1.3451, 1.3849, 1.3074, 1.349, 1.4427, 1.4873, 1.4057, 1.3795, 1.4183, 1.3483, 1.1747, 1.2826, 1.3181, 1.3562, 1.289, 1.3756, 1.1874, 1.2614, 1.2025, 1.0312, 1.0259, 0.7813, 0.8542, 0.8636, 0.8399, 0.7943, 0.6248, 0.6352, 0.5551, 0.5361, 0.5662, 0.4176, 0.447, 0.5242, 0.5296, 0.5056, 0.5056, 0.5131, 0.4496, 0.5045, 0.6057, 0.7727, 0.7614, 0.8513, 0.9185, 1.0654, 1.2811]}
{"unit_id": "orig:1930689666157584736", "ticker_idx": 0, "ts": "2025-06-05T18:14:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going to take a while to swing back. Pay me for this pain!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Selling covered calls on TSLA; expects shares to remain depressed or range-bound near-term.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Covered Calls on $TSLA $340 6/13. It's going to take a while to swing back. Pay me for this pain!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.16631532685536032, "ret_signed_m1d": -0.16631532685536032, "alpha_spy_m1d": -0.16145899727284885, "alpha_c_m1d": -0.14043801225019692, "bench_spy_m1d": 0.004856329582511476, "bench_c_m1d": 0.025877314605163404, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036670186138995975, "ret_signed_p1d": -0.036670186138995975, "alpha_spy_p1d": -0.02640115516523145, "alpha_c_p1d": -0.023683816206384378, "bench_spy_p1d": 0.010269030973764526, "bench_c_p1d": 0.012986369932611597, "ret_p1w": 0.12086396792813847, "ret_signed_p1w": -0.12086396792813847, "alpha_spy_p1w": -0.10282159516883693, "alpha_c_p1w": -0.10052492352419717, "bench_spy_p1w": 0.01804237275930154, "bench_c_p1w": 0.020339044403941298, "ret_p1m": 0.10765715694524092, "ret_signed_p1m": -0.10765715694524092, "alpha_spy_p1m": -0.05009245197884771, "alpha_c_p1m": -0.04926447589346772, "bench_spy_p1m": 0.05756470496639321, "bench_c_p1m": 0.0583926810517732, "ret_p3m": 0.15686677635986523, "ret_signed_p3m": -0.15686677635986523, "alpha_spy_p3m": -0.07405274773327797, "alpha_c_p3m": -0.05636999848904933, "bench_spy_p3m": 0.08281402862658727, "bench_c_p3m": 0.1004967778708159, "ret_p6m": 0.510958886488978, "ret_signed_p6m": -0.510958886488978, "alpha_spy_p6m": -0.35201678818973714, "alpha_c_p6m": -0.3776061689033827, "bench_spy_p6m": 0.15894209829924089, "bench_c_p6m": 0.1333527175855953, "ret_p1y": 0.4963470021063239, "ret_signed_p1y": -0.4963470021063239, "alpha_spy_p1y": -0.22463676046082415, "alpha_c_p1y": -0.3493239722461634, "bench_spy_p1y": 0.27171024164549973, "bench_c_p1y": 0.14702302986016047, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10765715694524092, "alpha_spy_stated": -0.05009245197884771, "alpha_c_stated": -0.04926447589346772, "price_path": [-0.2197, -0.1901, -0.1286, -0.1546, -0.122, -0.164, -0.2086, -0.1715, -0.1701, -0.1264, -0.0222, 0.0121, -0.0444, -0.0406, -0.0743, -0.0897, -0.057, -0.0068, -0.0612, -0.159, -0.1806, -0.2207, -0.0439, -0.1135, -0.1138, -0.1136, -0.1074, -0.1516, -0.1522, -0.1522, -0.2009, -0.1641, -0.1193, -0.0885, 0.0009, 0.0041, 0.0257, -0.0089, -0.0147, 0.0088, -0.0156, -0.0328, -0.0298, 0.0004, 0.0476, 0.1183, 0.1734, 0.2212, 0.2041, 0.2293, 0.2016, 0.2077, 0.1753, 0.1979, 0.1919, 0.1919, 0.2746, 0.2536, 0.259, 0.2169, 0.2037, 0.2092, 0.1663, 0.0, 0.0367, 0.0839, 0.1454, 0.1466, 0.1209, 0.1426, 0.1561, 0.1112, 0.1312, 0.1312, 0.1316, 0.2247, 0.1959, 0.1505, 0.1443, 0.1367, 0.1158, 0.0562, 0.1087, 0.1077, 0.1077, 0.0325, 0.046, 0.0393, 0.0884, 0.1012, 0.1131, 0.0916, 0.1299, 0.1219, 0.1579, 0.1538, 0.1665, 0.1681, 0.0724, 0.1102, 0.1436, 0.1282, 0.1206, 0.0828, 0.063, 0.0863, 0.0844, 0.1237, 0.132, 0.1579, 0.1908, 0.1972, 0.1921, 0.1787, 0.1611, 0.1772, 0.1567, 0.1377, 0.1244, 0.1943, 0.2174, 0.2352, 0.228, 0.2152, 0.1727, 0.1727, 0.1569, 0.1735, 0.1891, 0.2323, 0.2167, 0.2187, 0.2216, 0.2954, 0.3907, 0.4403, 0.4809, 0.4958, 0.4642, 0.4966, 0.5251, 0.4958, 0.5553, 0.4871, 0.5469, 0.5568, 0.5621, 0.6138, 0.5314, 0.5098, 0.592, 0.5212, 0.5409, 0.5298, 0.4524, 0.5311, 0.5077, 0.5285, 0.506, 0.5431, 0.5716, 0.5546, 0.5419, 0.577, 0.5234, 0.5891, 0.6177, 0.621, 0.5458, 0.6037, 0.6451, 0.5604, 0.623, 0.5662, 0.5087, 0.5639, 0.5442, 0.5125, 0.412, 0.4203, 0.4363, 0.4094, 0.419, 0.3882, 0.3737, 0.4674, 0.4731, 0.4983, 0.4983, 0.511]}
{"unit_id": "reply:1887181521133441407", "ticker_idx": 0, "ts": "2025-02-05T16:48:31+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "all in $ASTS IRA since spac", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in long ASTS in IRA since SPAC; ongoing committed position.", "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": "reply_other", "lang": "en", "tweet_text": "@grandsensation bro, all in $ASTS IRA since spac.\n\nhttps://t.co/96K85CEQX6", "reply_text": null, "parent_text": "@DeepValueBagger Do some actual research", "quoted_text": null, "parent_author": "grandsensation", "ret_m1d": -0.0655604610241668, "ret_signed_m1d": -0.0655604610241668, "alpha_spy_m1d": -0.06152240992887803, "alpha_c_m1d": -0.06152240992887803, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.004038051095288764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09753143844813605, "ret_signed_p1d": 0.09753143844813605, "alpha_spy_p1d": 0.09405570615709435, "alpha_c_p1d": 0.09405570615709435, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.0034757322910417, "ret_p1w": 0.11736145824874678, "ret_signed_p1w": 0.11736145824874678, "alpha_spy_p1w": 0.11878477313916036, "alpha_c_p1w": 0.11878477313916036, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.001423314890413585, "ret_p1m": 0.30230681899932343, "ret_signed_p1m": 0.30230681899932343, "alpha_spy_p1m": 0.35445657108279527, "alpha_c_p1m": 0.35445657108279527, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.052149752083471834, "ret_p3m": 0.0016188149336062718, "ret_signed_p3m": 0.0016188149336062718, "alpha_spy_p3m": 0.06618930888541696, "alpha_c_p3m": 0.06618930888541696, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.06457049395181069, "ret_p6m": 1.151760426505092, "ret_signed_p6m": 1.151760426505092, "alpha_spy_p6m": 1.0994023092590013, "alpha_c_p6m": 1.0994023092590013, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.05235811724609074, "ret_p1y": 3.596115091165247, "ret_signed_p1y": 3.596115091165247, "alpha_spy_p1y": 3.442025868339563, "alpha_c_p1y": 3.442025868339563, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.15408922282568427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.30230681899932343, "alpha_spy_stated": 0.35445657108279527, "alpha_c_stated": 0.35445657108279527, "price_path": [-0.1101, 0.002, -0.0182, 0.1287, 0.0846, -0.0194, 0.0441, 0.0579, -0.0455, -0.0231, -0.0247, -0.0202, -0.0534, -0.0575, -0.0575, -0.0364, -0.0603, -0.0728, -0.0838, -0.089, 0.0247, 0.0516, -0.0142, -0.0465, -0.0558, -0.0498, -0.0166, 0.0028, -0.0546, -0.0692, -0.0741, -0.0591, -0.0494, -0.0494, -0.0012, -0.0724, -0.1174, -0.1461, -0.1461, -0.1242, -0.0299, -0.0231, -0.0692, -0.089, -0.089, -0.0947, -0.1473, -0.1712, -0.1283, -0.1501, -0.159, -0.159, -0.0652, -0.0898, -0.1987, -0.1764, -0.2246, -0.1849, -0.2829, -0.2631, -0.1809, -0.1311, -0.0656, 0.0, 0.0975, 0.0728, 0.2602, 0.1493, 0.1174, 0.2161, 0.2991, 0.2991, 0.2505, 0.2614, 0.28, 0.159, 0.1562, 0.0591, 0.1024, 0.0554, 0.0971, 0.0368, 0.1578, 0.3679, 0.3023, 0.3517, 0.1793, 0.1599, 0.1153, 0.0571, 0.1392, 0.134, 0.0623, 0.038, -0.0008, 0.0405, 0.1858, 0.1554, 0.1044, 0.0441, -0.0263, -0.0797, -0.1157, -0.0931, -0.1267, -0.1878, -0.1368, -0.1785, -0.0231, -0.0635, -0.0579, -0.0728, -0.0724, -0.0939, -0.0534, -0.0534, -0.1597, -0.138, -0.0927, -0.0259, -0.0384, -0.0186, -0.0328, -0.0607, -0.0684, 0.0692, 0.0016, 0.015, 0.0247, 0.0219, 0.0425, 0.0992, 0.0745, 0.0623, 0.0619, 0.0789, -0.004, 0.013, -0.0356, -0.0121, -0.0249, -0.0249, 0.0053, 0.0028, -0.0461, -0.0664, -0.0227, 0.019, 0.1611, 0.2485, 0.2622, 0.4091, 0.4452, 0.4759, 0.4941, 0.5528, 0.6961, 0.6228, 0.7948, 0.7948, 0.8592, 1.0316, 1.1538, 1.0223, 1.0486, 0.9976, 0.8911, 0.8256, 0.8499, 0.8454, 0.8454, 0.849, 0.8397, 0.72, 0.7794, 0.8446, 0.9369, 1.0688, 1.1299, 1.325, 1.3464, 1.2934, 1.3104, 1.3845, 1.4306, 1.1989, 1.1943, 1.1485, 1.1971, 1.1518]}
{"unit_id": "reply:1893040139892379966", "ticker_idx": 0, "ts": "2025-02-21T20:48:34+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla & BTC is the strongest combo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses Tesla and BTC as the strongest investment combo, implying both are long.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jonkuestini Tesla &amp; BTC is the strongest combo", "reply_text": null, "parent_text": "@DeepValueBagger Ive been adding all through this year\nI have become a saylor for tesla stock 🤣", "quoted_text": null, "parent_author": "Jonkuestini", "ret_m1d": 0.04914152369268132, "ret_signed_m1d": 0.04914152369268132, "alpha_spy_m1d": 0.031739774453160674, "alpha_c_m1d": 0.022125658940687964, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.027015864751993357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021521578674915554, "ret_signed_p1d": -0.021521578674915554, "alpha_spy_p1d": -0.016971171808007557, "alpha_c_p1d": -0.01776689876871851, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.003754679906197045, "ret_p1w": -0.13268199652544077, "ret_signed_p1w": -0.13268199652544077, "alpha_spy_p1w": -0.12308107781407462, "alpha_c_p1w": -0.12155515315732768, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.011126843368113093, "ret_p1m": -0.1758732246637691, "ret_signed_p1m": -0.1758732246637691, "alpha_spy_p1m": -0.1356475244831704, "alpha_c_p1m": -0.11388460212574136, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.06198862253802773, "ret_p3m": -0.009413833009757844, "ret_signed_p3m": -0.009413833009757844, "alpha_spy_p3m": 0.016133015175113563, "alpha_c_p3m": 0.018780830710241614, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.028194663719999458, "ret_p6m": -0.007815228615334902, "ret_signed_p6m": -0.007815228615334902, "alpha_spy_p6m": -0.08649416918748687, "alpha_c_p6m": -0.06593723487457337, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.05812200625923847, "ret_p1y": 0.2587626016010436, "ret_signed_p1y": 0.2587626016010436, "alpha_spy_p1y": 0.09156642520523284, "alpha_c_p1y": 0.1657291124601099, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.09303348914093368, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1758732246637691, "alpha_spy_stated": -0.1356475244831704, "alpha_c_stated": -0.11388460212574136, "price_path": [0.0013, -0.0145, -0.0145, 0.0218, 0.0571, 0.0403, 0.0596, 0.0938, 0.1522, 0.1539, 0.1871, 0.2575, 0.2377, 0.2914, 0.3707, 0.4205, 0.3029, 0.2912, 0.2465, 0.2747, 0.3685, 0.3685, 0.3444, 0.2779, 0.2357, 0.1955, 0.1955, 0.1228, 0.215, 0.2168, 0.1674, 0.1692, 0.1692, 0.1686, 0.1939, 0.1734, 0.2677, 0.225, 0.2626, 0.2626, 0.2554, 0.2289, 0.2208, 0.2036, 0.1757, 0.1785, 0.1519, 0.185, 0.1978, 0.1358, 0.1611, 0.1195, 0.1081, 0.0705, 0.0383, -0.0275, -0.0038, 0.0537, 0.0534, 0.0534, 0.0483, 0.0674, 0.0491, 0.0, -0.0215, -0.1036, -0.1391, -0.1653, -0.1327, -0.1573, -0.1947, -0.1738, -0.2201, -0.2224, -0.3424, -0.3174, -0.2656, -0.2875, -0.26, -0.2954, -0.333, -0.3018, -0.3006, -0.2637, -0.1759, -0.147, -0.1946, -0.1914, -0.2198, -0.2328, -0.2053, -0.1629, -0.2088, -0.2912, -0.3094, -0.3432, -0.1942, -0.2528, -0.2531, -0.253, -0.2478, -0.2849, -0.2855, -0.2855, -0.3265, -0.2955, -0.2577, -0.2318, -0.1565, -0.1537, -0.1355, -0.1647, -0.1696, -0.1498, -0.1703, -0.1849, -0.1823, -0.1568, -0.1171, -0.0575, -0.011, 0.0292, 0.0149, 0.0361, 0.0127, 0.0178, -0.0094, 0.0096, 0.0046, 0.0046, 0.0743, 0.0565, 0.0611, 0.0256, 0.0145, 0.0192, -0.017, -0.1572, -0.1263, -0.0865, -0.0347, -0.0337, -0.0553, -0.037, -0.0257, -0.0635, -0.0466, -0.0466, -0.0463, 0.0322, 0.0079, -0.0303, -0.0356, -0.0419, -0.0596, -0.1098, -0.0656, -0.0665, -0.0665, -0.1298, -0.1184, -0.1241, -0.0827, -0.0719, -0.0619, -0.08, -0.0478, -0.0544, -0.0241, -0.0276, -0.0168, -0.0155, -0.0962, -0.0644, -0.0361, -0.0491, -0.0555, -0.0874, -0.1041, -0.0845, -0.0861, -0.053, -0.046, -0.0241, 0.0036, 0.009, 0.0047, -0.0066, -0.0214, -0.0078]}
{"unit_id": "reply:1893040139892379966", "ticker_idx": 1, "ts": "2025-02-21T20:48:34+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": "Tesla & BTC is the strongest combo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses Tesla and BTC as the strongest investment combo, implying both are long.", "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": "@Jonkuestini Tesla &amp; BTC is the strongest combo", "reply_text": null, "parent_text": "@DeepValueBagger Ive been adding all through this year\nI have become a saylor for tesla stock 🤣", "quoted_text": null, "parent_author": "Jonkuestini", "ret_m1d": 0.02297402404245097, "ret_signed_m1d": 0.02297402404245097, "alpha_spy_m1d": 0.0055722748029303215, "alpha_c_m1d": 0.0055722748029303215, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.017401749239520647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04897111281063904, "ret_signed_p1d": -0.04897111281063904, "alpha_spy_p1d": -0.04442070594373104, "alpha_c_p1d": -0.04442070594373104, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004550406866907997, "ret_p1w": -0.12226238959953906, "ret_signed_p1w": -0.12226238959953906, "alpha_spy_p1w": -0.11266147088817291, "alpha_c_p1w": -0.11266147088817291, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.009600918711366146, "ret_p1m": -0.08974339385260321, "ret_signed_p1m": -0.08974339385260321, "alpha_spy_p1m": -0.04951769367200454, "alpha_c_p1m": -0.04951769367200454, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.04022570018059868, "ret_p3m": 0.14098781947761996, "ret_signed_p3m": 0.14098781947761996, "alpha_spy_p3m": 0.16653466766249136, "alpha_c_p3m": 0.16653466766249136, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.025546848184871407, "ret_p6m": 0.20937998564702576, "ret_signed_p6m": 0.20937998564702576, "alpha_spy_p6m": 0.1307010450748738, "alpha_c_p6m": 0.1307010450748738, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.07867894057215197, "ret_p1y": -0.2843321762636266, "ret_signed_p1y": -0.2843321762636266, "alpha_spy_p1y": -0.45152835265943736, "alpha_c_p1y": -0.45152835265943736, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.16719617639581075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08974339385260321, "alpha_spy_stated": -0.04951769367200454, "alpha_c_stated": -0.04951769367200454, "price_path": [-0.0431, -0.0017, -0.0049, 0.0139, -0.0027, -0.0013, 0.0275, 0.0049, 0.0395, 0.0136, 0.0057, 0.0525, 0.0408, 0.0555, 0.103, 0.1042, 0.0407, 0.0142, 0.017, -0.015, 0.0265, 0.033, -0.0034, -0.0204, -0.0362, -0.0281, -0.0177, 0.0079, 0.0206, 0.0619, 0.0083, -0.0113, -0.0379, -0.0148, -0.0167, 0.0042, 0.0456, 0.0378, 0.0867, 0.0613, 0.1042, 0.0783, 0.0815, 0.0904, 0.062, 0.0542, 0.0788, 0.0896, 0.0653, 0.0549, 0.0182, 0.0051, 0.0049, 0.0042, 0.0136, -0.0039, 0.0183, 0.0052, 0.0144, -0.0037, -0.0061, 0.0053, 0.023, 0.0, -0.049, -0.0769, -0.1225, -0.1188, -0.1223, -0.1047, -0.0926, -0.0572, -0.0641, -0.0976, -0.183, -0.138, -0.129, -0.1567, -0.1265, -0.1254, -0.1395, -0.0965, -0.1244, -0.1257, -0.0897, -0.09, -0.096, -0.0931, -0.1225, -0.1412, -0.114, -0.1419, -0.1355, -0.1278, -0.1757, -0.2065, -0.141, -0.1716, -0.1323, -0.1205, -0.1296, -0.1258, -0.1168, -0.1215, -0.0895, -0.0279, -0.0252, -0.0227, -0.0146, -0.0119, -0.0191, -0.02, 0.0038, 0.0082, -0.0143, 0.007, 0.0094, 0.074, 0.0712, 0.0696, 0.0837, 0.0771, 0.0793, 0.0766, 0.0986, 0.111, 0.141, 0.1617, 0.1161, 0.1385, 0.1339, 0.1215, 0.099, 0.0819, 0.1015, 0.0968, 0.0895, 0.0567, 0.086, 0.1474, 0.147, 0.1307, 0.102, 0.1037, 0.111, 0.0882, 0.0911, 0.089, 0.0747, 0.0983, 0.1032, 0.1169, 0.1127, 0.114, 0.1145, 0.0996, 0.1325, 0.1407, 0.1239, 0.1267, 0.1334, 0.1581, 0.2066, 0.2225, 0.2468, 0.2252, 0.2352, 0.241, 0.2276, 0.2217, 0.2483, 0.2354, 0.2314, 0.2238, 0.2268, 0.2268, 0.2258, 0.2042, 0.1789, 0.1971, 0.1874, 0.1966, 0.2223, 0.2139, 0.2352, 0.2502, 0.2832, 0.2313, 0.2213, 0.2094]}
{"unit_id": "quote:1903138624448663562", "ticker_idx": 0, "ts": "2025-03-21T17:36:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We have a good shot to break the 9th straight week down with a positive close.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TSLA near-term; expects a positive weekly close to end 9-week losing streak.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "We have a good shot to break the 9th straight week down with a positive close. $TSLA https://t.co/OiKTeFNvpB", "reply_text": null, "parent_text": null, "quoted_text": "I think the worst is behind us... $TSLA", "parent_author": null, "ret_m1d": -0.05005834856236635, "ret_signed_m1d": -0.05005834856236635, "alpha_spy_m1d": -0.04972856540055681, "alpha_c_m1d": -0.04646261016896469, "bench_spy_m1d": -0.00032978316180953815, "bench_c_m1d": -0.0035957383934016596, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11933580126800525, "ret_signed_p1d": 0.11933580126800525, "alpha_spy_p1d": 0.10142731351640433, "alpha_c_p1d": 0.08184624116487726, "bench_spy_p1d": 0.01790848775160092, "bench_c_p1d": 0.037489560103127983, "ret_p1w": 0.05966780860640841, "ret_signed_p1w": 0.05966780860640841, "alpha_spy_p1w": 0.07442014529295793, "alpha_c_p1w": 0.05899751087995808, "bench_spy_p1w": -0.014752336686549516, "bench_c_p1w": 0.0006702977264503307, "ret_p1m": -0.08528006972501356, "ret_signed_p1m": -0.08528006972501356, "alpha_spy_p1m": 0.0035529236920536222, "alpha_c_p1m": -0.0016978953715358625, "bench_spy_p1m": -0.08883299341706719, "bench_c_p1m": -0.0835821743534777, "ret_p3m": 0.2948815049628335, "ret_signed_p3m": 0.2948815049628335, "alpha_spy_p3m": 0.23555313004645906, "alpha_c_p3m": 0.2262099137535083, "bench_spy_p3m": 0.05932837491637444, "bench_c_p3m": 0.0686715912093252, "ret_p6m": 0.6486671122029264, "ret_signed_p6m": 0.6486671122029264, "alpha_spy_p6m": 0.4733349585531652, "alpha_c_p6m": 0.4236697260901492, "bench_spy_p6m": 0.17533215364976118, "bench_c_p6m": 0.2249973861127772, "ret_p1y": 0.6052429715612033, "ret_signed_p1y": 0.6052429715612033, "alpha_spy_p1y": 0.3940699180390972, "alpha_c_p1y": 0.43603415609350216, "bench_spy_p1y": 0.21117305352210614, "bench_c_p1y": 0.16920881546770117, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.05966780860640841, "alpha_spy_stated": 0.07442014529295793, "alpha_c_stated": 0.05899751087995808, "price_path": [0.8587, 0.8587, 0.8259, 0.7356, 0.6783, 0.6237, 0.6237, 0.525, 0.6503, 0.6527, 0.5856, 0.588, 0.588, 0.5871, 0.6216, 0.5937, 0.7218, 0.6639, 0.7148, 0.7148, 0.7051, 0.6691, 0.6581, 0.6348, 0.5968, 0.6006, 0.5645, 0.6094, 0.6268, 0.5427, 0.577, 0.5205, 0.505, 0.454, 0.4102, 0.3208, 0.353, 0.4311, 0.4307, 0.4307, 0.4238, 0.4497, 0.425, 0.3582, 0.329, 0.2175, 0.1692, 0.1336, 0.178, 0.1445, 0.0938, 0.1222, 0.0593, 0.0561, -0.1068, -0.0729, -0.0025, -0.0323, 0.0051, -0.043, -0.0941, -0.0517, -0.0501, 0.0, 0.1193, 0.1585, 0.0939, 0.0982, 0.0597, 0.042, 0.0794, 0.1369, 0.0747, -0.0373, -0.062, -0.108, 0.0944, 0.0148, 0.0145, 0.0146, 0.0217, -0.0288, -0.0295, -0.0295, -0.0853, -0.0432, 0.0082, 0.0434, 0.1457, 0.1495, 0.1742, 0.1345, 0.1279, 0.1548, 0.1269, 0.1071, 0.1106, 0.1452, 0.1992, 0.2801, 0.3432, 0.3979, 0.3784, 0.4072, 0.3755, 0.3824, 0.3454, 0.3712, 0.3644, 0.3644, 0.4591, 0.435, 0.4412, 0.393, 0.3779, 0.3842, 0.3351, 0.1447, 0.1867, 0.2407, 0.3111, 0.3125, 0.2831, 0.308, 0.3233, 0.272, 0.2949, 0.2949, 0.2953, 0.402, 0.3689, 0.317, 0.3099, 0.3012, 0.2772, 0.2091, 0.2691, 0.2679, 0.2679, 0.1819, 0.1974, 0.1897, 0.2459, 0.2605, 0.2742, 0.2496, 0.2934, 0.2843, 0.3254, 0.3208, 0.3353, 0.3371, 0.2275, 0.2708, 0.3091, 0.2915, 0.2828, 0.2395, 0.2168, 0.2435, 0.2413, 0.2863, 0.2958, 0.3254, 0.3632, 0.3704, 0.3646, 0.3493, 0.3291, 0.3476, 0.3241, 0.3023, 0.2871, 0.3671, 0.3936, 0.414, 0.4057, 0.3911, 0.3424, 0.3424, 0.3243, 0.3433, 0.3611, 0.4106, 0.3928, 0.3951, 0.3984, 0.4829, 0.592, 0.6487]}
{"unit_id": "orig:1937180228893229207", "ticker_idx": 0, "ts": "2025-06-23T16:05:32+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 valuation is very good at $9.8B MC. This NVO drama gave me a buying opportunity.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buying HIMS on NVO-driven dip; $9.8B MC is attractive at 6.5x P/S on $1.5B revenue with 111% growth and positive net income.", "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": "Maybe I'm stating the obvious, but $HIMS valuation is very good at $9.8B MC. This NVO drama gave me a buying opportunity.\n\n$1.5Bil Revenue 2024, 111% growth,  6.5X Price/Sales, Positive net income. https://t.co/I3SKn8E1Ni", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.529776129608839, "ret_signed_m1d": 0.529776129608839, "alpha_spy_m1d": 0.5395571077189892, "alpha_c_m1d": 0.5395571077189892, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.009780978110150218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": 0.023106270397340145, "alpha_spy_p1d": 0.012059084357832761, "alpha_c_p1d": 0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": 0.18747020051695595, "alpha_spy_p1w": 0.15797765334443814, "alpha_c_p1w": 0.15797765334443814, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.029492547172517813, "ret_p1m": 0.1912815356564701, "ret_signed_p1m": 0.1912815356564701, "alpha_spy_p1m": 0.14344347207234898, "alpha_c_p1m": 0.14344347207234898, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.04783806358412113, "ret_p3m": 0.33873276264322727, "ret_signed_p3m": 0.33873276264322727, "alpha_spy_p3m": 0.23524201226438812, "alpha_c_p3m": 0.23524201226438812, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.10349075037883915, "ret_p6m": -0.12196281533384734, "ret_signed_p6m": -0.12196281533384734, "alpha_spy_p6m": -0.25626609917634935, "alpha_c_p6m": -0.25626609917634935, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.134303283842502, "ret_p1y": -0.33825628895741455, "ret_signed_p1y": -0.33825628895741455, "alpha_spy_p1y": -0.5572568936812112, "alpha_c_p1y": -0.5572568936812112, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.21900060472379668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1912815356564701, "alpha_spy_stated": 0.14344347207234898, "alpha_c_stated": 0.14344347207234898, "price_path": [-0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122]}
{"unit_id": "reply:1932650556256104515", "ticker_idx": 0, "ts": "2025-06-11T04:06:14+00:00", "symbol": "GPIX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do own $GPIX that essentially owns SPY and sell options for me", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses a held long position in GPIX, a covered-call ETF on SPY.", "resolved_tickers": ["GPIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AJ_Invests_Co $QQQ and $SPY are so hard to make money on options. maybe i'm used to high premium. I do own $GPIX that essentially owns SPY and sell options for me.", "reply_text": null, "parent_text": "@DeepValueBagger Make sense. I am 80% $SPY $QQQ. \n\nNot great returns but If I master options I can easily make 60% a year!", "quoted_text": null, "parent_author": "AJ_Invests_Co", "ret_m1d": 0.0022628142538840823, "ret_signed_m1d": 0.0022628142538840823, "alpha_spy_m1d": -0.0005972145687180852, "alpha_c_m1d": -0.0005972145687180852, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.0028600288226021675, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0030857334859422103, "ret_signed_p1d": 0.0030857334859422103, "alpha_spy_p1d": -0.0008884385641203529, "alpha_c_p1d": -0.0008884385641203529, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": 0.003974172050062563, "ret_p1w": -0.0039087381717110015, "ret_signed_p1w": -0.0039087381717110015, "alpha_spy_p1w": 0.0026099002865987986, "alpha_c_p1w": 0.0026099002865987986, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.0065186384583098, "ret_p1m": 0.03591414363162215, "ret_signed_p1m": 0.03591414363162215, "alpha_spy_p1m": -0.007836845717271501, "alpha_c_p1m": -0.007836845717271501, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.043750989348893654, "ret_p3m": 0.07260805237150292, "ret_signed_p3m": 0.07260805237150292, "alpha_spy_p3m": -0.009519175889221243, "alpha_c_p3m": -0.009519175889221243, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.08212722826072416, "ret_p6m": 0.12982913872401536, "ret_signed_p6m": 0.12982913872401536, "alpha_spy_p6m": -0.01477018449444123, "alpha_c_p6m": -0.01477018449444123, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.1445993232184566, "ret_p1y": 0.2482608033571687, "ret_signed_p1y": 0.2482608033571687, "alpha_spy_p1y": -0.024108259340122062, "alpha_c_p1y": -0.024108259340122062, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.2723690626972908, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03591414363162215, "alpha_spy_stated": -0.007836845717271501, "alpha_c_stated": -0.007836845717271501, "price_path": [-0.0586, -0.0526, -0.062, -0.0524, -0.0544, -0.0532, -0.0355, -0.0367, -0.0433, -0.0459, -0.0663, -0.0612, -0.058, -0.0528, -0.0944, -0.1477, -0.1424, -0.1621, -0.0858, -0.1163, -0.1013, -0.0931, -0.0946, -0.1138, -0.1124, -0.1124, -0.1333, -0.1116, -0.098, -0.0753, -0.0747, -0.0737, -0.069, -0.0694, -0.062, -0.0508, -0.0557, -0.0618, -0.0587, -0.0514, -0.054, -0.0267, -0.0218, -0.0205, -0.0173, -0.0119, -0.0109, -0.0136, -0.0277, -0.0267, -0.0316, -0.0316, -0.015, -0.0191, -0.0175, -0.0171, -0.0123, -0.0078, -0.0078, -0.0117, -0.0031, -0.0023, 0.0023, 0.0, 0.0031, -0.0058, 0.0016, -0.0043, -0.0039, -0.0039, -0.0056, 0.0027, 0.0115, 0.0117, 0.0177, 0.0218, 0.0249, 0.0249, 0.0282, 0.034, 0.034, 0.0285, 0.0289, 0.0336, 0.0359, 0.0332, 0.0347, 0.0316, 0.0345, 0.0394, 0.0394, 0.0409, 0.0413, 0.0477, 0.0481, 0.0515, 0.0519, 0.0496, 0.049, 0.0461, 0.0314, 0.0454, 0.0414, 0.0479, 0.0473, 0.054, 0.0521, 0.061, 0.0638, 0.0642, 0.0625, 0.0629, 0.0581, 0.0562, 0.0529, 0.0661, 0.0631, 0.0667, 0.0681, 0.0711, 0.0667, 0.0667, 0.0606, 0.0659, 0.0728, 0.0711, 0.0726, 0.0751, 0.0774, 0.0837, 0.0837, 0.0877, 0.0865, 0.0863, 0.0898, 0.0936, 0.097, 0.0928, 0.0907, 0.0869, 0.0922, 0.0943, 0.0976, 0.1008, 0.1012, 0.1018, 0.1052, 0.1016, 0.1067, 0.1048, 0.0809, 0.0959, 0.0934, 0.0976, 0.0917, 0.0967, 0.108, 0.1082, 0.1033, 0.1092, 0.116, 0.1268, 0.1291, 0.1289, 0.1196, 0.1224, 0.1242, 0.1137, 0.1172, 0.1067, 0.108, 0.1227, 0.1248, 0.1255, 0.1103, 0.1105, 0.1014, 0.0933, 0.0969, 0.0813, 0.0918, 0.1067, 0.1159, 0.1227, 0.1227, 0.1282, 0.124, 0.1258, 0.129, 0.1298]}
{"unit_id": "quote:1886247349686501604", "ticker_idx": 0, "ts": "2025-02-03T02:56:27+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 looks like a good company. A full ai datacenter play sounds super interesting to me with crazy growth potential", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS as a pure-play AI datacenter with higher growth potential than diversified 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": "quote", "lang": "en", "tweet_text": "$nbis looks like a good company.  A full ai datacenter play sounds super interesting to me with crazy growth potential vs mixed play like msft, googl or amazn.", "reply_text": null, "parent_text": null, "quoted_text": "Introducing $NBIS: up 108% in 1 year, currently trading at 40$\n\nMy price target for EOY is 80$-120$\n\nCore business is Nebius, but have 3 other businesses too.\n\n1. Nebius: an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for https://t.co/x7YUoAcTm6", "parent_author": null, "ret_m1d": -0.01951370456562329, "ret_signed_m1d": -0.01951370456562329, "alpha_spy_m1d": -0.026288850979841794, "alpha_c_m1d": -0.01736959980146835, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": -0.0021441047641549416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03572496480480969, "ret_signed_p1d": 0.03572496480480969, "alpha_spy_p1d": 0.029016699568597204, "alpha_c_p1d": 0.02675799967332959, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.008966965131480098, "ret_p1w": 0.22996095861929722, "ret_signed_p1w": 0.22996095861929722, "alpha_spy_p1w": 0.2181170705048614, "alpha_c_p1w": 0.22411283584838682, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.005848122770910402, "ret_p1m": -0.11107777275284736, "ret_signed_p1m": -0.11107777275284736, "alpha_spy_p1m": -0.07609777427532882, "alpha_c_p1m": -0.0874911820111437, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.02358659074170366, "ret_p3m": -0.2817472755721845, "ret_signed_p3m": -0.2817472755721845, "alpha_spy_p3m": -0.2188132294488886, "alpha_c_p3m": -0.2195048749258114, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0622424006463731, "ret_p6m": 0.5130591248276315, "ret_signed_p6m": 0.5130591248276315, "alpha_spy_p6m": 0.4439947540824143, "alpha_c_p6m": 0.4731720993072359, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.03988702552039558, "ret_p1y": 1.9681776844914527, "ret_signed_p1y": 1.9681776844914527, "alpha_spy_p1y": 1.8081182516334569, "alpha_c_p1y": 1.8373331670232784, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.13084451746817427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11107777275284736, "alpha_spy_stated": -0.07609777427532882, "alpha_c_stated": -0.0874911820111437, "price_path": [-0.4206, -0.3792, -0.402, -0.3714, -0.4116, -0.4425, -0.4569, -0.4716, -0.444, -0.3801, -0.3822, -0.3395, -0.2948, -0.2948, -0.3359, -0.3566, -0.3566, -0.3398, -0.227, -0.1195, -0.03, -0.0645, 0.1039, -0.0405, 0.0117, -0.0159, -0.0594, -0.0769, 0.0027, -0.1192, -0.1867, -0.1879, -0.1981, -0.1402, -0.1521, -0.1521, -0.1576, -0.1801, -0.1918, -0.1684, -0.1684, -0.0841, -0.0639, -0.0627, -0.0531, -0.0772, -0.0772, -0.0039, 0.0724, 0.1075, 0.1114, 0.1285, 0.082, 0.082, 0.1288, 0.1864, 0.16, 0.2516, -0.2171, -0.0967, -0.1075, -0.0453, -0.0195, 0.0, 0.0357, 0.0186, 0.0372, 0.1447, 0.23, 0.2435, 0.1798, 0.2519, 0.3356, 0.3356, 0.4431, 0.3458, 0.3885, 0.1959, 0.0874, 0.027, 0.0802, -0.0378, -0.0246, -0.1564, -0.1111, -0.0943, -0.1954, -0.1597, -0.2131, -0.236, -0.1474, -0.2144, -0.1369, -0.1507, -0.2294, -0.172, -0.2142, -0.19, -0.1237, -0.1843, -0.2582, -0.2372, -0.3302, -0.3663, -0.3188, -0.266, -0.3464, -0.3909, -0.3681, -0.3978, -0.2957, -0.3684, -0.3542, -0.3777, -0.3597, -0.3672, -0.3536, -0.3536, -0.378, -0.3437, -0.3107, -0.2657, -0.2651, -0.2762, -0.2837, -0.3176, -0.2817, -0.2375, -0.2855, -0.2483, -0.1759, -0.1528, -0.1513, 0.0009, 0.0588, 0.0844, 0.0745, 0.1204, 0.1276, 0.175, 0.1684, 0.1348, 0.1585, 0.1585, 0.1954, 0.1888, 0.142, 0.1033, 0.0814, 0.1189, 0.1825, 0.39, 0.4494, 0.5785, 0.5764, 0.5182, 0.5095, 0.4149, 0.5149, 0.4509, 0.4506, 0.4506, 0.4401, 0.4254, 0.5317, 0.4566, 0.5791, 0.5563, 0.6611, 0.5104, 0.5002, 0.5086, 0.5086, 0.4362, 0.414, 0.3825, 0.3939, 0.3299, 0.5596, 0.607, 0.6004, 0.6118, 0.5848, 0.5722, 0.5314, 0.5575, 0.5659, 0.5422, 0.5836, 0.5131]}
{"unit_id": "thread:1880376464799068581", "ticker_idx": 0, "ts": "2025-01-17T22:07:39+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 own 37000 shares of $rklb across taxable and ira. Ideally i would like to add 3000 more shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long RKLB with 37,000 shares held across accounts; looking to add 3,000 more.", "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": "As promised, Here is the full thesis on Rocket Labs $RKLB.\n\nI am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. \n\nRead & discuss on this thread.\n\nLink: https://t.co/owafYyOubl\n\n---\n\nFor disclosure: I own 37000 shares of $rklb across taxable and ira. Ideally i would like to add 3000 more shares. https://t.co/HDm0EaEZnp\n\n---\n\nI keep writing $rklb with LABS plural 😂. I used go run a 20 person product, eng, operations LABS team. Force of habit.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.23249121686401142, "ret_signed_m1d": -0.23249121686401142, "alpha_spy_m1d": -0.22342076264540245, "alpha_c_m1d": -0.21236026551940568, "bench_spy_m1d": -0.00907045421860897, "bench_c_m1d": -0.02013095134460574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052766216641375596, "ret_signed_p1d": -0.052766216641375596, "alpha_spy_p1d": -0.05838775497336357, "alpha_c_p1d": -0.05041865832656911, "bench_spy_p1d": 0.005621538331987974, "bench_c_p1d": -0.002347558314806486, "ret_p1w": -0.07323315900236216, "ret_signed_p1w": -0.07323315900236216, "alpha_spy_p1w": -0.07567086094532793, "alpha_c_p1w": -0.056730010986725365, "bench_spy_p1w": 0.0024377019429657754, "bench_c_p1w": -0.016503148015636793, "ret_p1m": -0.17077070912744685, "ret_signed_p1m": -0.17077070912744685, "alpha_spy_p1m": -0.18715416623145908, "alpha_c_p1m": -0.1578953644407789, "bench_spy_p1m": 0.016383457104012233, "bench_c_p1m": -0.012875344686667956, "ret_p3m": -0.36872403319018354, "ret_signed_p3m": -0.36872403319018354, "alpha_spy_p3m": -0.24426267215571673, "alpha_c_p3m": -0.26276932315727264, "bench_spy_p3m": -0.12446136103446681, "bench_c_p3m": -0.1059547100329109, "ret_p6m": 0.5251038672392656, "ret_signed_p6m": 0.5251038672392656, "alpha_spy_p6m": 0.48381590824124765, "alpha_c_p6m": 0.4486263174870795, "bench_spy_p6m": 0.04128795899801796, "bench_c_p6m": 0.07647754975218612, "ret_p1y": 1.6568596295120201, "ret_signed_p1y": 1.6568596295120201, "alpha_spy_p1y": 1.5000615551318455, "alpha_c_p1y": 1.5018517576754526, "bench_spy_p1y": 0.15679807438017468, "bench_c_p1y": 0.1550078718365675, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17077070912744685, "alpha_spy_stated": -0.18715416623145908, "alpha_c_stated": -0.1578953644407789, "price_path": [-0.6421, -0.6425, -0.6399, -0.6332, -0.6495, -0.6578, -0.6348, -0.6402, -0.6223, -0.5827, -0.5696, -0.568, -0.5273, -0.5312, -0.3978, -0.4448, -0.3924, -0.3831, -0.3444, -0.3547, -0.2833, -0.2562, -0.2306, -0.1864, -0.1791, -0.1791, -0.1276, -0.2275, -0.2642, -0.261, -0.235, -0.2107, -0.2568, -0.2693, -0.2533, -0.2779, -0.2191, -0.1717, -0.1567, -0.267, -0.2574, -0.2047, -0.1816, -0.1493, -0.1493, -0.0905, -0.1295, -0.1583, -0.1855, -0.1855, -0.2018, -0.0809, -0.079, -0.1062, -0.125, -0.125, -0.1394, -0.2354, -0.2274, -0.2047, -0.212, -0.2325, -0.2325, 0.0, -0.0528, 0.0096, -0.0291, -0.0588, -0.0732, -0.0768, -0.0876, -0.071, -0.0924, -0.0828, -0.0854, -0.1148, -0.1234, -0.0214, -0.0975, -0.1167, -0.095, -0.1039, -0.1039, -0.1129, -0.1708, -0.1922, -0.2469, -0.2808, -0.3515, -0.3204, -0.3658, -0.3447, -0.4033, -0.3925, -0.3476, -0.4033, -0.3988, -0.4525, -0.4298, -0.4106, -0.4381, -0.3985, -0.3892, -0.425, -0.3994, -0.4074, -0.3943, -0.3537, -0.3518, -0.3783, -0.4109, -0.4045, -0.4282, -0.4196, -0.3815, -0.4279, -0.4765, -0.4397, -0.4506, -0.3415, -0.3722, -0.3722, -0.3882, -0.3262, -0.3612, -0.3687, -0.3687, -0.4036, -0.3911, -0.3511, -0.3003, -0.2843, -0.275, -0.2837, -0.3032, -0.2926, -0.2648, -0.2811, -0.2846, -0.2872, -0.2613, -0.3441, -0.3201, -0.3019, -0.2283, -0.1935, -0.1823, -0.1749, -0.1685, -0.1951, -0.1743, -0.1871, -0.1871, -0.0803, -0.0748, -0.1254, -0.1433, -0.1493, -0.1455, -0.1394, -0.1541, -0.0752, -0.0521, -0.1311, -0.125, -0.1557, -0.1874, -0.1509, -0.1551, -0.1094, -0.1094, -0.0393, 0.0483, 0.07, 0.0345, 0.1557, 0.1314, 0.1439, 0.0979, 0.141, 0.1404, 0.1404, 0.2434, 0.2389, 0.2517, 0.2504, 0.2482, 0.3818, 0.4263, 0.5251]}
{"unit_id": "quote:1889834965405409292", "ticker_idx": 0, "ts": "2025-02-13T00:32:21+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "DVB said bet on the house when it comes to crypto.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD as a crypto revenue play; endorses prior call to 'bet on the house.'", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "DVB said bet on the house when it comes to crypto.\n\n$hood", "reply_text": null, "parent_text": null, "quoted_text": "Wild that $HOOD did 6x more in crypto revenue than equities for Q4 https://t.co/cP46tQLd99", "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "quote:1935729788670332953", "ticker_idx": 0, "ts": "2025-06-19T16:02:00+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bullish for $crcl", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish Circle (CRCL) on stablecoin market growing to $3.7T by decade-end.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Stablecoin could grow to $3.7 trillion market by the end of the decade.\n\nbullish for $crcl", "reply_text": null, "parent_text": null, "quoted_text": "Recent reporting projects that stablecoins could grow into a $3.7 trillion market by the end of the decade. That scenario becomes more likely with passage of the GENIUS Act.\n\nA thriving stablecoin ecosystem will drive demand from the private sector for US Treasuries, which back", "parent_author": null, "ret_m1d": -0.16934410957268664, "ret_signed_m1d": -0.16934410957268664, "alpha_spy_m1d": -0.17169832006948926, "alpha_c_m1d": -0.16656419433868164, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09642922234661988, "ret_signed_p1d": 0.09642922234661988, "alpha_spy_p1d": 0.08655163173895497, "alpha_c_p1d": 0.08383651122801639, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": -0.24908442819865895, "ret_signed_p1w": -0.24908442819865895, "alpha_spy_p1w": -0.28379872667072215, "alpha_c_p1w": -0.2839931857691326, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": -0.10063256533470843, "ret_signed_p1m": -0.10063256533470843, "alpha_spy_p1m": -0.15866923830806878, "alpha_c_p1m": -0.14450760121734318, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": -0.4546362828705677, "ret_signed_p3m": -0.4546362828705677, "alpha_spy_p3m": -0.5638440901557333, "alpha_c_p3m": -0.5321847642757791, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": -0.6859497275352305, "ret_signed_p6m": -0.6859497275352305, "alpha_spy_p6m": -0.8345956229576509, "alpha_c_p6m": -0.7852369685386368, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": -0.662477114673979, "ret_signed_p1y": -0.662477114673979, "alpha_spy_p1y": -0.9132374485479848, "alpha_c_p1y": -0.7202627645686062, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.662477114673979, "alpha_spy_stated": -0.9132374485479848, "alpha_c_stated": -0.7202627645686062, "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, null, null, null, null, null, null, null, null, null, null, null, null, -0.6536, -0.5518, -0.5204, -0.5592, -0.5122, -0.5566, -0.4441, -0.3713, -0.3793, -0.1693, -0.1693, 0.0, 0.0964, -0.0734, -0.1734, -0.1109, -0.2491, -0.2455, -0.1987, -0.2593, -0.2144, -0.2144, -0.1366, -0.1476, -0.1648, -0.1556, -0.2204, -0.1481, -0.1871, -0.0295, -0.0216, -0.0687, -0.1006, -0.1747, -0.1576, -0.1964, -0.1974, -0.2286, -0.244, -0.2072, -0.2362, -0.3004, -0.3141, -0.3594, -0.327, -0.3635, -0.3381, -0.3292, -0.3208, -0.3626, -0.4206, -0.3788, -0.4108, -0.4372, -0.4265, -0.4515, -0.438, -0.4788, -0.4629, -0.4698, -0.4551, -0.4507, -0.4507, -0.5, -0.507, -0.511, -0.5232, -0.532, -0.5089, -0.5268, -0.4436, -0.4784, -0.4421, -0.4389, -0.4546, -0.4156, -0.4001, -0.4272, -0.4549, -0.4524, -0.4812, -0.4715, -0.4437, -0.4482, -0.463, -0.3769, -0.3933, -0.3819, -0.3811, -0.3738, -0.3737, -0.4467, -0.4279, -0.4404, -0.4403, -0.4654, -0.4736, -0.4556, -0.4596, -0.4806, -0.4595, -0.4088, -0.4037, -0.4335, -0.4517, -0.4893, -0.4715, -0.5095, -0.537, -0.5296, -0.5838, -0.5708, -0.5668, -0.5909, -0.6408, -0.6573, -0.6592, -0.6812, -0.6812, -0.7098, -0.7214, -0.7031, -0.6973, -0.7082, -0.6977, -0.6977, -0.6673, -0.684, -0.6777, -0.6409, -0.636, -0.6437, -0.6506, -0.6301, -0.6321, -0.6314, -0.6526, -0.6859]}
{"unit_id": "quote:1886264273057218664", "ticker_idx": 0, "ts": "2025-02-03T04:03:42+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 feels risky than I initially thought. What if everyone decides to stay with large hyperscaler?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cautious on NBIS due to capex risks and hyperscaler competition; bullish on TEM for its sticky, low-capex AI data platform with monopoly-like data.", "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": "After some moments to consider, $NBIS feels risky than I initially thought.  And thank you to @ajufrancis for pointing out the capex concerns. \n\nDatacenter business is heavy on Capex (equipment, building, rentals, long term agreements). It's difficult to predict the future demand and whether ROI will be there. It's not simply \"AI is the future\".  Competition is dynamic. What if everyone decides to stay with large hyperscaler?\n\nConversely, I've been a big fan of Tempus $TEM. Their DNA tests is FDA approved, well integrated with the big EMR systems. They essentially make money on every DNA test and monetize by adding it to their AI data platform. Every DNA test added to their system increases value, and sticky. Pharma, research, hospitals all leverage this \"monopoly\" data.  Low in Capex (just cloud rentals), and moderate on R&D (development). \n\nI like companies that are predictable, and I can hold for a long time.  I once was a founder of a startup, and i used the funds where it did not yield ROI.  70% of startups fail within the first 2-5 years. We hear more more successful stories than the ones that fail which leads to survival bias. So, I'd rather be cautious even if I may miss out.\n\nDisclosure: no position on $NBIS, Sell puts 20 x $58 on $TEM 2/7", "reply_text": null, "parent_text": null, "quoted_text": "$nbis looks like a good company.  A full ai datacenter play sounds super interesting to me with crazy growth potential vs mixed play like msft, googl or amazn.", "parent_author": null, "ret_m1d": -0.01951370456562329, "ret_signed_m1d": 0.01951370456562329, "alpha_spy_m1d": 0.026288850979841794, "alpha_c_m1d": 0.01736959980146835, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": -0.0021441047641549416, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03572496480480969, "ret_signed_p1d": -0.03572496480480969, "alpha_spy_p1d": -0.029016699568597204, "alpha_c_p1d": -0.02675799967332959, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.008966965131480098, "ret_p1w": 0.22996095861929722, "ret_signed_p1w": -0.22996095861929722, "alpha_spy_p1w": -0.2181170705048614, "alpha_c_p1w": -0.22411283584838682, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.005848122770910402, "ret_p1m": -0.11107777275284736, "ret_signed_p1m": 0.11107777275284736, "alpha_spy_p1m": 0.07609777427532882, "alpha_c_p1m": 0.0874911820111437, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.02358659074170366, "ret_p3m": -0.2817472755721845, "ret_signed_p3m": 0.2817472755721845, "alpha_spy_p3m": 0.2188132294488886, "alpha_c_p3m": 0.2195048749258114, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0622424006463731, "ret_p6m": 0.5130591248276315, "ret_signed_p6m": -0.5130591248276315, "alpha_spy_p6m": -0.4439947540824143, "alpha_c_p6m": -0.4731720993072359, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.03988702552039558, "ret_p1y": 1.9681776844914527, "ret_signed_p1y": -1.9681776844914527, "alpha_spy_p1y": -1.8081182516334569, "alpha_c_p1y": -1.8373331670232784, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.13084451746817427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11107777275284736, "alpha_spy_stated": 0.07609777427532882, "alpha_c_stated": 0.0874911820111437, "price_path": [-0.4206, -0.3792, -0.402, -0.3714, -0.4116, -0.4425, -0.4569, -0.4716, -0.444, -0.3801, -0.3822, -0.3395, -0.2948, -0.2948, -0.3359, -0.3566, -0.3566, -0.3398, -0.227, -0.1195, -0.03, -0.0645, 0.1039, -0.0405, 0.0117, -0.0159, -0.0594, -0.0769, 0.0027, -0.1192, -0.1867, -0.1879, -0.1981, -0.1402, -0.1521, -0.1521, -0.1576, -0.1801, -0.1918, -0.1684, -0.1684, -0.0841, -0.0639, -0.0627, -0.0531, -0.0772, -0.0772, -0.0039, 0.0724, 0.1075, 0.1114, 0.1285, 0.082, 0.082, 0.1288, 0.1864, 0.16, 0.2516, -0.2171, -0.0967, -0.1075, -0.0453, -0.0195, 0.0, 0.0357, 0.0186, 0.0372, 0.1447, 0.23, 0.2435, 0.1798, 0.2519, 0.3356, 0.3356, 0.4431, 0.3458, 0.3885, 0.1959, 0.0874, 0.027, 0.0802, -0.0378, -0.0246, -0.1564, -0.1111, -0.0943, -0.1954, -0.1597, -0.2131, -0.236, -0.1474, -0.2144, -0.1369, -0.1507, -0.2294, -0.172, -0.2142, -0.19, -0.1237, -0.1843, -0.2582, -0.2372, -0.3302, -0.3663, -0.3188, -0.266, -0.3464, -0.3909, -0.3681, -0.3978, -0.2957, -0.3684, -0.3542, -0.3777, -0.3597, -0.3672, -0.3536, -0.3536, -0.378, -0.3437, -0.3107, -0.2657, -0.2651, -0.2762, -0.2837, -0.3176, -0.2817, -0.2375, -0.2855, -0.2483, -0.1759, -0.1528, -0.1513, 0.0009, 0.0588, 0.0844, 0.0745, 0.1204, 0.1276, 0.175, 0.1684, 0.1348, 0.1585, 0.1585, 0.1954, 0.1888, 0.142, 0.1033, 0.0814, 0.1189, 0.1825, 0.39, 0.4494, 0.5785, 0.5764, 0.5182, 0.5095, 0.4149, 0.5149, 0.4509, 0.4506, 0.4506, 0.4401, 0.4254, 0.5317, 0.4566, 0.5791, 0.5563, 0.6611, 0.5104, 0.5002, 0.5086, 0.5086, 0.4362, 0.414, 0.3825, 0.3939, 0.3299, 0.5596, 0.607, 0.6004, 0.6118, 0.5848, 0.5722, 0.5314, 0.5575, 0.5659, 0.5422, 0.5836, 0.5131]}
{"unit_id": "quote:1886264273057218664", "ticker_idx": 1, "ts": "2025-02-03T04:03:42+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been a big fan of Tempus $TEM. Their DNA tests is FDA approved, well integrated with the big EMR systems. They essentially make money on every DNA test and monetize by adding it to their AI data platform. Every DNA test added to their system increases value, and sticky.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cautious on NBIS due to capex risks and hyperscaler competition; bullish on TEM for its sticky, low-capex AI data platform with monopoly-like data.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "quote", "lang": "en", "tweet_text": "After some moments to consider, $NBIS feels risky than I initially thought.  And thank you to @ajufrancis for pointing out the capex concerns. \n\nDatacenter business is heavy on Capex (equipment, building, rentals, long term agreements). It's difficult to predict the future demand and whether ROI will be there. It's not simply \"AI is the future\".  Competition is dynamic. What if everyone decides to stay with large hyperscaler?\n\nConversely, I've been a big fan of Tempus $TEM. Their DNA tests is FDA approved, well integrated with the big EMR systems. They essentially make money on every DNA test and monetize by adding it to their AI data platform. Every DNA test added to their system increases value, and sticky. Pharma, research, hospitals all leverage this \"monopoly\" data.  Low in Capex (just cloud rentals), and moderate on R&D (development). \n\nI like companies that are predictable, and I can hold for a long time.  I once was a founder of a startup, and i used the funds where it did not yield ROI.  70% of startups fail within the first 2-5 years. We hear more more successful stories than the ones that fail which leads to survival bias. So, I'd rather be cautious even if I may miss out.\n\nDisclosure: no position on $NBIS, Sell puts 20 x $58 on $TEM 2/7", "reply_text": null, "parent_text": null, "quoted_text": "$nbis looks like a good company.  A full ai datacenter play sounds super interesting to me with crazy growth potential vs mixed play like msft, googl or amazn.", "parent_author": null, "ret_m1d": -0.06743583789632035, "ret_signed_m1d": -0.06743583789632035, "alpha_spy_m1d": -0.07421098431053885, "alpha_c_m1d": -0.07421098431053885, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.0067751464142185025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005037334318848341, "ret_signed_p1d": 0.005037334318848341, "alpha_spy_p1d": -0.001670930917364144, "alpha_c_p1d": -0.001670930917364144, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.006708265236212485, "ret_p1w": 0.11082222283658494, "ret_signed_p1w": 0.11082222283658494, "alpha_spy_p1w": 0.09897833472214912, "alpha_c_p1w": 0.09897833472214912, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.011843888114435819, "ret_p1m": -0.1431589412126274, "ret_signed_p1m": -0.1431589412126274, "alpha_spy_p1m": -0.10817894273510886, "alpha_c_p1m": -0.10817894273510886, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.03497999847751854, "ret_p3m": -0.15745860086526808, "ret_signed_p3m": -0.15745860086526808, "alpha_spy_p3m": -0.09452455474197219, "alpha_c_p3m": -0.09452455474197219, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0629340461232959, "ret_p6m": -0.05281117893483789, "ret_signed_p6m": -0.05281117893483789, "alpha_spy_p6m": -0.1218755496800551, "alpha_c_p6m": -0.1218755496800551, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.06906437074521721, "ret_p1y": 0.06142344366366648, "ret_signed_p1y": 0.06142344366366648, "alpha_spy_p1y": -0.09863598919432937, "alpha_c_p1y": -0.09863598919432937, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.16005943285799584, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1431589412126274, "alpha_spy_stated": -0.10817894273510886, "alpha_c_stated": -0.10817894273510886, "price_path": [-0.0743, -0.0772, 0.1987, 0.2613, 0.1056, 0.1063, -0.0798, -0.1485, -0.1215, -0.123, -0.0551, -0.1472, -0.0478, 0.0382, -0.0435, 0.0234, 0.0234, 0.0171, 0.0227, -0.0853, -0.0577, -0.1362, -0.1804, -0.2444, -0.2688, -0.2982, -0.3177, -0.3338, -0.352, -0.3671, -0.4427, -0.4633, -0.4225, -0.4327, -0.4347, -0.4347, -0.4266, -0.4293, -0.4496, -0.4514, -0.4514, -0.4435, -0.3785, -0.3377, -0.3683, -0.3908, -0.3908, -0.3903, -0.4745, -0.4828, -0.4326, -0.4353, -0.4288, -0.4288, -0.2259, -0.1802, -0.1089, -0.1648, -0.1573, -0.1709, -0.175, -0.0707, -0.0674, 0.0, 0.005, 0.1241, 0.0561, 0.1206, 0.1108, 0.1571, 0.2005, 0.3609, 0.4534, 0.4534, 0.3317, 0.3928, 0.2467, 0.1064, 0.1305, -0.0396, 0.0117, -0.1014, -0.0871, -0.1724, -0.1432, -0.1378, -0.206, -0.2021, -0.266, -0.2593, -0.2606, -0.3148, -0.2335, -0.1896, -0.2567, -0.2195, -0.2194, -0.1656, -0.0413, -0.0483, -0.1347, -0.1555, -0.2228, -0.2161, -0.2327, -0.1893, -0.2498, -0.3081, -0.3061, -0.395, -0.2884, -0.3453, -0.3156, -0.2992, -0.3024, -0.336, -0.3427, -0.3427, -0.3341, -0.2975, -0.1948, -0.1306, -0.1404, -0.1263, -0.1178, -0.1604, -0.1575, -0.0728, -0.1214, -0.1519, -0.0452, 0.0598, -0.0028, 0.0187, 0.1198, 0.0526, 0.0172, 0.0642, 0.0357, 0.0145, -0.0552, -0.0372, 0.0166, 0.0166, 0.0704, -0.1355, -0.1155, -0.1033, 0.0314, 0.0068, 0.0201, -0.0468, 0.0086, 0.0877, 0.1274, 0.1501, 0.1575, 0.1583, 0.17, 0.1393, 0.1228, 0.1228, 0.11, 0.0668, 0.1095, 0.0639, 0.1105, 0.0809, 0.0325, -0.034, -0.0383, -0.0093, -0.0093, -0.0574, -0.0492, -0.0509, -0.0315, -0.0757, -0.0604, -0.0918, -0.0255, -0.0145, -0.0091, -0.0574, -0.0075, 0.0539, 0.0292, 0.0479, 0.0075, -0.0528]}
{"unit_id": "reply:1927485276764393803", "ticker_idx": 0, "ts": "2025-05-27T22:01:15+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when TSLA hits $500-$600 or something", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSLA to $500-$600 and RKLB to $100 as catalysts for big YTD gains.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio very nice. i'm a late bloomer. when TSLA hits $500-$600 or something with $RKLB hitting $100, the YTD will be crazy.", "reply_text": null, "parent_text": "@DeepValueBagger I hit 40%+ YTD coz of $RKLB", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": 0.01678347115267953, "ret_signed_m1d": 0.01678347115267953, "alpha_spy_m1d": 0.010964459108369295, "alpha_c_m1d": 0.007522531247886377, "bench_spy_m1d": 0.0058190120443102344, "bench_c_m1d": 0.009260939904793153, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004286911755287504, "ret_signed_p1d": 0.004286911755287504, "alpha_spy_p1d": 0.000339575204381104, "alpha_c_p1d": 0.0038679549119300383, "bench_spy_p1d": 0.0039473365509063996, "bench_c_p1d": 0.0004189568433574653, "ret_p1w": -0.06962736488788834, "ret_signed_p1w": -0.06962736488788834, "alpha_spy_p1w": -0.08357926136389826, "alpha_c_p1w": -0.06958082209580707, "bench_spy_p1w": 0.013951896476009917, "bench_c_p1w": -4.654279208127221e-05, "ret_p1m": -0.08719528060909287, "ret_signed_p1m": -0.08719528060909287, "alpha_spy_p1m": -0.13134620254591323, "alpha_c_p1m": -0.08992775127763164, "bench_spy_p1m": 0.04415092193682035, "bench_c_p1m": 0.0027324706685387667, "ret_p3m": -0.02885959083528644, "ret_signed_p3m": -0.02885959083528644, "alpha_spy_p3m": -0.1252290269105074, "alpha_c_p3m": -0.11376569164869532, "bench_spy_p3m": 0.09636943607522097, "bench_c_p3m": 0.08490610081340888, "ret_p6m": 0.10739707970115853, "ret_signed_p6m": 0.10739707970115853, "alpha_spy_p6m": -0.009227059257556736, "alpha_c_p6m": 0.07416387671871938, "bench_spy_p6m": 0.11662413895871526, "bench_c_p6m": 0.03323320298243915, "ret_p1y": 0.18307648488456385, "ret_signed_p1y": 0.18307648488456385, "alpha_spy_p1y": -0.08901013894899568, "alpha_c_p1y": 0.08989853228405886, "bench_spy_p1y": 0.2720866238335595, "bench_c_p1y": 0.09317795260050499, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08719528060909287, "alpha_spy_stated": -0.13134620254591323, "alpha_c_stated": -0.08992775127763164, "price_path": [-0.1791, -0.2024, -0.2378, -0.218, -0.2618, -0.264, -0.3776, -0.3539, -0.3049, -0.3256, -0.2996, -0.3331, -0.3687, -0.3391, -0.338, -0.3031, -0.22, -0.1927, -0.2377, -0.2347, -0.2616, -0.2739, -0.2478, -0.2077, -0.2511, -0.3291, -0.3463, -0.3784, -0.2373, -0.2928, -0.2931, -0.2929, -0.288, -0.3232, -0.3237, -0.3237, -0.3626, -0.3332, -0.2975, -0.2729, -0.2016, -0.199, -0.1818, -0.2094, -0.214, -0.1953, -0.2147, -0.2285, -0.2261, -0.202, -0.1643, -0.1079, -0.064, -0.0258, -0.0395, -0.0194, -0.0415, -0.0366, -0.0624, -0.0444, -0.0492, -0.0492, 0.0168, 0.0, 0.0043, -0.0293, -0.0398, -0.0354, -0.0696, -0.2023, -0.173, -0.1354, -0.0863, -0.0854, -0.1059, -0.0885, -0.0778, -0.1136, -0.0976, -0.0976, -0.0973, -0.023, -0.046, -0.0822, -0.0872, -0.0932, -0.1099, -0.1574, -0.1156, -0.1164, -0.1164, -0.1764, -0.1656, -0.171, -0.1318, -0.1216, -0.1121, -0.1292, -0.0987, -0.105, -0.0764, -0.0796, -0.0695, -0.0682, -0.1446, -0.1144, -0.0877, -0.1, -0.1061, -0.1363, -0.1521, -0.1335, -0.135, -0.1036, -0.097, -0.0764, -0.0501, -0.045, -0.0491, -0.0597, -0.0738, -0.0609, -0.0773, -0.0925, -0.1031, -0.0473, -0.0289, -0.0147, -0.0205, -0.0306, -0.0645, -0.0645, -0.0772, -0.0639, -0.0515, -0.017, -0.0294, -0.0278, -0.0255, 0.0334, 0.1094, 0.1489, 0.1813, 0.1932, 0.168, 0.1938, 0.2166, 0.1932, 0.2407, 0.1863, 0.234, 0.2418, 0.2461, 0.2874, 0.2216, 0.2043, 0.27, 0.2135, 0.2292, 0.2203, 0.1586, 0.2214, 0.2027, 0.2192, 0.2013, 0.2309, 0.2537, 0.2401, 0.23, 0.258, 0.2152, 0.2676, 0.2904, 0.2931, 0.2331, 0.2792, 0.3123, 0.2448, 0.2947, 0.2494, 0.2035, 0.2475, 0.2318, 0.2065, 0.1263, 0.133, 0.1458, 0.1243, 0.1319, 0.1074]}
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{"unit_id": "quote:1935841213267230983", "ticker_idx": 0, "ts": "2025-06-19T23:24:46+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's our time $rklb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB, citing $30 trade in German market as a signal of upside.", "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": "It's our time $rklb\n$30 in German market.", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB over $30 USD in German exchange. https://t.co/6mCWfjUkwH", "parent_author": null, "ret_m1d": -0.07290281182799929, "ret_signed_m1d": -0.07290281182799929, "alpha_spy_m1d": -0.07525702232480191, "alpha_c_m1d": -0.07177886310715242, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.001123948720846868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0912116438170032, "ret_signed_p1d": 0.0912116438170032, "alpha_spy_p1d": 0.08133405320933829, "alpha_c_p1d": 0.07767057705878289, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.01354106675822031, "ret_p1w": 0.17776298235156518, "ret_signed_p1w": 0.17776298235156518, "alpha_spy_p1w": 0.14304868387950198, "alpha_c_p1w": 0.1435791306047789, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.03418385174678629, "ret_p1m": 0.570905365795678, "ret_signed_p1m": 0.570905365795678, "alpha_spy_p1m": 0.5128686928223176, "alpha_c_p1m": 0.5094560120335259, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.061449353762152104, "ret_p3m": 0.6005326353436515, "ret_signed_p3m": 0.6005326353436515, "alpha_spy_p3m": 0.4913248280584859, "alpha_c_p3m": 0.5357015265511429, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.06483110879250864, "ret_p6m": 0.8445405512211983, "ret_signed_p6m": 0.8445405512211983, "alpha_spy_p6m": 0.695894655798778, "alpha_c_p6m": 0.7339248109084504, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.1106157403127479, "ret_p1y": 2.6028628514784997, "ret_signed_p1y": 2.6028628514784997, "alpha_spy_p1y": 2.352102517604494, "alpha_c_p1y": 2.352834349872446, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.2500285016060533, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.570905365795678, "alpha_spy_stated": 0.5128686928223176, "alpha_c_stated": 0.5094560120335259, "price_path": [-0.3252, -0.3529, -0.3868, -0.3802, -0.4048, -0.3958, -0.3562, -0.4045, -0.4551, -0.4168, -0.4281, -0.3146, -0.3465, -0.3465, -0.3632, -0.2986, -0.3351, -0.3429, -0.3429, -0.3792, -0.3662, -0.3246, -0.2716, -0.255, -0.2453, -0.2543, -0.2746, -0.2636, -0.2347, -0.2517, -0.2553, -0.258, -0.231, -0.3172, -0.2923, -0.2733, -0.1967, -0.1605, -0.1488, -0.1411, -0.1345, -0.1621, -0.1405, -0.1538, -0.1538, -0.0426, -0.037, -0.0895, -0.1082, -0.1145, -0.1105, -0.1042, -0.1195, -0.0373, -0.0133, -0.0955, -0.0892, -0.1212, -0.1541, -0.1162, -0.1205, -0.0729, -0.0729, 0.0, 0.0912, 0.1138, 0.0769, 0.2031, 0.1778, 0.1907, 0.1428, 0.1877, 0.1871, 0.1871, 0.2943, 0.2896, 0.3029, 0.3016, 0.2993, 0.4384, 0.4847, 0.5875, 0.7087, 0.7107, 0.5709, 0.5606, 0.6362, 0.6022, 0.5789, 0.5017, 0.4577, 0.5459, 0.5286, 0.4917, 0.4827, 0.4897, 0.468, 0.4717, 0.4877, 0.4987, 0.4457, 0.4314, 0.4251, 0.4737, 0.497, 0.3622, 0.3545, 0.3825, 0.4774, 0.5719, 0.6022, 0.5396, 0.5949, 0.6178, 0.6178, 0.6415, 0.4491, 0.4311, 0.526, 0.5889, 0.5656, 0.537, 0.6122, 0.7756, 0.7989, 0.5727, 0.6005, 0.5706, 0.5909, 0.6581, 0.7613, 0.6208, 0.5523, 0.5399, 0.5649, 0.5949, 0.5969, 0.7467, 0.8695, 0.9474, 1.0476, 1.1741, 1.2111, 1.1391, 1.1778, 1.2646, 1.3059, 1.2304, 1.2061, 1.242, 1.1771, 1.0161, 1.1162, 1.1491, 1.1844, 1.1222, 1.2024, 1.028, 1.0965, 1.0419, 0.8832, 0.8782, 0.6515, 0.719, 0.7277, 0.7057, 0.6634, 0.5063, 0.516, 0.4417, 0.4241, 0.4521, 0.3142, 0.3415, 0.4131, 0.4181, 0.3958, 0.3958, 0.4028, 0.3439, 0.3948, 0.4887, 0.6435, 0.633, 0.7164, 0.7786, 0.9148, 1.1148, 1.0469, 0.8445]}
{"unit_id": "reply:1939113895475470479", "ticker_idx": 0, "ts": "2025-06-29T00:09:14+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Im still hopeful the fud pass soon and we go back up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects current fear/FUD to pass and CRCL to recover upward.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ni5k0 Fear is in. Im still hopeful the fud pass soon and we go back up.", "reply_text": null, "parent_text": "$CRCL It seems that the sell off already started \n\nDates:\n-------\n\n🏦_🟢 6/5/25 IPO \n📜_🟢 6/17/25 passed the senate\n⌛️_🔴 7/7/25 flipping day off \n❓_🟢 8/25 maybe it Passes the house? \n⌛️_🔴 12/2/25 insiders/earlier investor can sell\n✏️_🟢 2/26 enforcement starts \n\nBill link: https://t.co/b166ulAlO7", "quoted_text": null, "parent_author": "ni5k0", "ret_m1d": -0.004743784225278325, "ret_signed_m1d": -0.004743784225278325, "alpha_spy_m1d": 1.4644203876978956e-05, "alpha_c_m1d": 0.003466997767767155, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06200014291701028, "ret_signed_p1d": 0.06200014291701028, "alpha_spy_p1d": 0.062323757201145025, "alpha_c_p1d": 0.05646254932804662, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": 0.14435442879866978, "ret_signed_p1w": 0.14435442879866978, "alpha_spy_p1w": 0.13977398822578868, "alpha_c_p1w": 0.138434993421509, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.0019306421560907339, "ret_signed_p1m": 0.0019306421560907339, "alpha_spy_p1m": -0.026247771992085944, "alpha_c_p1m": -0.006280287780305427, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": -0.312372396278064, "ret_signed_p3m": -0.312372396278064, "alpha_spy_p3m": -0.38038962654131314, "alpha_c_p3m": -0.33673792642418476, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": -0.5436592949376994, "ret_signed_p6m": -0.5436592949376994, "alpha_spy_p6m": -0.6635198331621895, "alpha_c_p6m": -0.6092854858816726, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": -0.5554636255587798, "ret_signed_p1y": -0.5554636255587798, "alpha_spy_p1y": -0.7648915084651436, "alpha_c_p1y": -0.5999009999548751, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0019306421560907339, "alpha_spy_stated": -0.026247771992085944, "alpha_c_stated": -0.006280287780305427, "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, null, null, null, null, null, null, -0.5409, -0.4059, -0.3643, -0.4158, -0.3535, -0.4123, -0.2633, -0.1667, -0.1773, 0.1009, 0.1009, 0.3254, 0.4532, 0.2281, 0.0956, 0.1784, -0.0047, 0.0, 0.062, -0.0183, 0.0413, 0.0413, 0.1444, 0.1297, 0.107, 0.1192, 0.0333, 0.1291, 0.0774, 0.2863, 0.2967, 0.2344, 0.192, 0.0939, 0.1165, 0.065, 0.0638, 0.0225, 0.0019, 0.0508, 0.0123, -0.0728, -0.0908, -0.1509, -0.108, -0.1564, -0.1228, -0.111, -0.0997, -0.1552, -0.232, -0.1767, -0.219, -0.2541, -0.2398, -0.273, -0.2551, -0.3092, -0.2882, -0.2973, -0.2777, -0.272, -0.272, -0.3373, -0.3466, -0.3519, -0.3681, -0.3797, -0.3492, -0.3729, -0.2625, -0.3087, -0.2606, -0.2564, -0.2772, -0.2254, -0.2049, -0.2408, -0.2776, -0.2742, -0.3124, -0.2995, -0.2627, -0.2687, -0.2883, -0.1741, -0.1959, -0.1808, -0.1797, -0.1701, -0.1699, -0.2667, -0.2417, -0.2583, -0.2582, -0.2914, -0.3023, -0.2784, -0.2837, -0.3117, -0.2837, -0.2164, -0.2096, -0.2492, -0.2733, -0.3231, -0.2996, -0.3499, -0.3863, -0.3765, -0.4483, -0.4311, -0.4258, -0.4578, -0.524, -0.5458, -0.5483, -0.5775, -0.5775, -0.6154, -0.6308, -0.6065, -0.5988, -0.6133, -0.5993, -0.5993, -0.5591, -0.5811, -0.5728, -0.524, -0.5176, -0.5277, -0.5369, -0.5097, -0.5123, -0.5114, -0.5396, -0.5838, -0.5422, -0.5631, -0.5533, -0.5249, -0.5201, -0.5437]}
{"unit_id": "reply:1930762370722213971", "ticker_idx": 0, "ts": "2025-06-05T23:03:15+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 is going to moon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB; expects a significant upward move.", "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": "reply_other", "lang": "en", "tweet_text": "@XFinancialX @AceCrouton Rklb is going to moon", "reply_text": null, "parent_text": "@AceCrouton I literally can’t believe it 😂", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.0854079981617697, "ret_signed_m1d": -0.0854079981617697, "alpha_spy_m1d": -0.0752433482923518, "alpha_c_m1d": -0.07705914327334362, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.008348854888426072, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024896241751558135, "ret_signed_p1d": 0.024896241751558135, "alpha_spy_p1d": 0.02399490967055118, "alpha_c_p1d": 0.025793252681378553, "bench_spy_p1d": 0.0009013320810069558, "bench_c_p1d": -0.0008970109298204187, "ret_p1w": -0.12136930219993403, "ret_signed_p1w": -0.12136930219993403, "alpha_spy_p1w": -0.11779754785027075, "alpha_c_p1w": -0.10563759596555833, "bench_spy_p1w": -0.003571754349663281, "bench_c_p1w": -0.015731706234375697, "ret_p1m": 0.3443983736357461, "ret_signed_p1m": 0.3443983736357461, "alpha_spy_p1m": 0.305384279074699, "alpha_c_p1m": 0.3138788228942466, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.03051955074149948, "ret_p3m": 0.5051866758112118, "ret_signed_p3m": 0.5051866758112118, "alpha_spy_p3m": 0.4275702585716268, "alpha_c_p3m": 0.46843842921300216, "bench_spy_p3m": 0.07761641723958501, "bench_c_p3m": 0.03674824659820963, "ret_p6m": 0.3959197380838362, "ret_signed_p6m": 0.3959197380838362, "alpha_spy_p6m": 0.2539952138244703, "alpha_c_p6m": 0.34349102162561107, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.05242871645822511, "ret_p1y": 3.951590476157186, "ret_signed_p1y": 3.951590476157186, "alpha_spy_p1y": 3.68445010998186, "alpha_c_p1y": 3.7327327520812137, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 0.21885772407597237, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3443983736357461, "alpha_spy_stated": 0.305384279074699, "alpha_c_stated": 0.3138788228942466, "price_path": [-0.3835, -0.3627, -0.3925, -0.3496, -0.3396, -0.3783, -0.3506, -0.3593, -0.3451, -0.3012, -0.2991, -0.3278, -0.3631, -0.3562, -0.3817, -0.3724, -0.3313, -0.3814, -0.434, -0.3942, -0.4059, -0.288, -0.3212, -0.3212, -0.3385, -0.2714, -0.3093, -0.3174, -0.3174, -0.3551, -0.3416, -0.2984, -0.2434, -0.2261, -0.2161, -0.2254, -0.2465, -0.2351, -0.205, -0.2227, -0.2265, -0.2293, -0.2012, -0.2908, -0.2649, -0.2452, -0.1656, -0.1279, -0.1158, -0.1079, -0.101, -0.1297, -0.1072, -0.121, -0.121, -0.0055, 0.0003, -0.0543, -0.0737, -0.0802, -0.0761, -0.0695, -0.0854, 0.0, 0.0249, -0.0605, -0.0539, -0.0871, -0.1214, -0.082, -0.0864, -0.037, -0.037, 0.0387, 0.1335, 0.157, 0.1186, 0.2497, 0.2234, 0.2369, 0.1871, 0.2337, 0.2331, 0.2331, 0.3444, 0.3396, 0.3534, 0.352, 0.3496, 0.4941, 0.5422, 0.649, 0.7749, 0.777, 0.6317, 0.621, 0.6995, 0.6642, 0.64, 0.5598, 0.5142, 0.6058, 0.5878, 0.5494, 0.5401, 0.5474, 0.5249, 0.5287, 0.5453, 0.5567, 0.5017, 0.4869, 0.4803, 0.5308, 0.555, 0.4149, 0.407, 0.436, 0.5346, 0.6328, 0.6642, 0.5992, 0.6566, 0.6805, 0.6805, 0.705, 0.5052, 0.4865, 0.5851, 0.6504, 0.6262, 0.5965, 0.6746, 0.8444, 0.8686, 0.6336, 0.6625, 0.6314, 0.6525, 0.7223, 0.8295, 0.6836, 0.6124, 0.5996, 0.6255, 0.6566, 0.6587, 0.8143, 0.9419, 1.0228, 1.1269, 1.2583, 1.2967, 1.222, 1.2621, 1.3524, 1.3952, 1.3167, 1.2915, 1.3288, 1.2614, 1.0942, 1.1981, 1.2324, 1.269, 1.2044, 1.2877, 1.1065, 1.1777, 1.121, 0.9561, 0.9509, 0.7154, 0.7856, 0.7946, 0.7718, 0.7279, 0.5647, 0.5747, 0.4976, 0.4793, 0.5083, 0.3651, 0.3935, 0.4678, 0.473, 0.4499, 0.4499, 0.4571, 0.3959]}
{"unit_id": "reply:1937163091973747129", "ticker_idx": 0, "ts": "2025-06-23T14:57:26+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought HIMS today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed a long position in HIMS today after analyzing the Novo partnership breakdown and GLP-1 compounding strategy.", "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": "reply_other", "lang": "en", "tweet_text": "I bought HIMS today. Learning about it, this is my take...\n\n1. Novo had a partnership to sell HIMS branded on Novo's store.\n\n2. HIMS said, well we're going sell our compound shit anyways because we want direct relationship with our customers.\n\n3.  Novo said, no you can't buy that shit ( uhhhh because it's not safe ), and customer should buy our very safe & expensive product.\n\n4. both said, it's not working out.\n\nHowever, HIMS is selling it GLP-1 under Personalized Compounding for Individual Patients (Section 503A FDA)", "reply_text": null, "parent_text": "@jrouldz Yep. Novo doesn’t care about US patients as they claim in their press release. Numbers show that the HIMS compounded glp-1 is much better. This is obviously about the competitive threat.", "quoted_text": null, "parent_author": "hypergrowth102", "ret_m1d": 0.529776129608839, "ret_signed_m1d": 0.529776129608839, "alpha_spy_m1d": 0.5395571077189892, "alpha_c_m1d": 0.5395571077189892, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.009780978110150218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": 0.023106270397340145, "alpha_spy_p1d": 0.012059084357832761, "alpha_c_p1d": 0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": 0.18747020051695595, "alpha_spy_p1w": 0.15797765334443814, "alpha_c_p1w": 0.15797765334443814, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.029492547172517813, "ret_p1m": 0.1912815356564701, "ret_signed_p1m": 0.1912815356564701, "alpha_spy_p1m": 0.14344347207234898, "alpha_c_p1m": 0.14344347207234898, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.04783806358412113, "ret_p3m": 0.33873276264322727, "ret_signed_p3m": 0.33873276264322727, "alpha_spy_p3m": 0.23524201226438812, "alpha_c_p3m": 0.23524201226438812, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.10349075037883915, "ret_p6m": -0.12196281533384734, "ret_signed_p6m": -0.12196281533384734, "alpha_spy_p6m": -0.25626609917634935, "alpha_c_p6m": -0.25626609917634935, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.134303283842502, "ret_p1y": -0.33825628895741455, "ret_signed_p1y": -0.33825628895741455, "alpha_spy_p1y": -0.5572568936812112, "alpha_c_p1y": -0.5572568936812112, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.21900060472379668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1912815356564701, "alpha_spy_stated": 0.14344347207234898, "alpha_c_stated": 0.14344347207234898, "price_path": [-0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122]}
{"unit_id": "quote:1905124916703170966", "ticker_idx": 0, "ts": "2025-03-27T05:09:10+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "And we prefer them to trade on @RobinhoodApp $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD as Gen Z's preferred trading platform, positioned to benefit from their rising wealth.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "And we prefer them to trade on @RobinhoodApp  $hood", "reply_text": null, "parent_text": null, "quoted_text": "Gen Z is expected to become the largest and richest economic force by 2035. According to a recent Bank of America report, the youngest generation of workers will amass over $74 trillion in income by 2040.", "parent_author": null, "ret_m1d": 0.016821955797554855, "ret_signed_m1d": 0.016821955797554855, "alpha_spy_m1d": 0.01415925734760859, "alpha_c_m1d": 0.014829102059819244, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.0019928537377356115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04705622710932411, "ret_signed_p1d": -0.04705622710932411, "alpha_spy_p1d": -0.02691790562221208, "alpha_c_p1d": -0.027725793739938775, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.019330433369385336, "ret_p1w": -0.13025694790410625, "ret_signed_p1w": -0.13025694790410625, "alpha_spy_p1w": -0.07668427586067184, "alpha_c_p1w": -0.080635540536946, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.04962140736716025, "ret_p1m": 0.12411909243334573, "ret_signed_p1m": 0.12411909243334573, "alpha_spy_p1m": 0.1531097184163318, "alpha_c_p1m": 0.16716422190221913, "bench_spy_p1m": -0.028990625982986074, "bench_c_p1m": -0.0430451294688734, "ret_p3m": 0.8642873154600161, "ret_signed_p3m": 0.8642873154600161, "alpha_spy_p3m": 0.791116370787083, "alpha_c_p3m": 0.8328650487627975, "bench_spy_p3m": 0.07317094467293317, "bench_c_p3m": 0.03142226669721859, "ret_p6m": 1.836553626238595, "ret_signed_p6m": 1.836553626238595, "alpha_spy_p6m": 1.6594576571117519, "alpha_c_p6m": 1.751740603265545, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.08481302297305016, "ret_p1y": 0.7119798746326977, "ret_signed_p1y": 0.7119798746326977, "alpha_spy_p1y": 0.5219248066758222, "alpha_c_p1y": 0.7194476923610242, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": -0.007467817728326498, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12411909243334573, "alpha_spy_stated": 0.1531097184163318, "alpha_c_stated": 0.16716422190221913, "price_path": [-0.1298, -0.153, -0.153, -0.1034, -0.06, -0.0291, -0.078, -0.0723, -0.0723, -0.0889, -0.1, -0.0507, 0.0357, 0.0475, 0.0946, 0.0946, 0.1366, 0.1403, 0.1448, 0.1621, 0.0852, 0.123, 0.1628, 0.2048, 0.181, 0.1798, 0.1953, 0.2321, 0.2087, 0.2698, 0.2792, 0.2125, 0.271, 0.4503, 0.484, 0.484, 0.3739, 0.3464, 0.2744, 0.173, 0.135, 0.0439, 0.1105, 0.1089, 0.1389, 0.0659, 0.0507, 0.0939, 0.0193, 0.0098, -0.19, -0.1734, -0.1153, -0.1812, -0.108, -0.0448, -0.0884, -0.0271, -0.0075, 0.0084, 0.0993, 0.0946, 0.0168, 0.0, -0.0471, -0.0539, -0.0416, -0.0298, -0.1303, -0.2155, -0.195, -0.2232, -0.0405, -0.0791, -0.007, 0.0034, 0.002, -0.0757, -0.0639, -0.0639, -0.0941, -0.0432, 0.0152, 0.0946, 0.1241, 0.1123, 0.1223, 0.1164, 0.0598, 0.1046, 0.0923, 0.1068, 0.1364, 0.2291, 0.2423, 0.3055, 0.4224, 0.3955, 0.3794, 0.404, 0.461, 0.4756, 0.4517, 0.4724, 0.436, 0.436, 0.5008, 0.4808, 0.4537, 0.5038, 0.5454, 0.6304, 0.6429, 0.6483, 0.7022, 0.6686, 0.6483, 0.7022, 0.6786, 0.6504, 0.7447, 0.7038, 0.7811, 0.7811, 0.7845, 0.7356, 0.8643, 0.8811, 0.9213, 0.8875, 1.1284, 1.0989, 1.2273, 1.1459, 1.1459, 1.1246, 1.0748, 1.1491, 1.2437, 1.2355, 1.2723, 1.2628, 1.3471, 1.3971, 1.4947, 1.3719, 1.3153, 1.3205, 1.3171, 1.3835, 1.4271, 1.3487, 1.4119, 1.3426, 1.271, 1.418, 1.3974, 1.4017, 1.5285, 1.6058, 1.5829, 1.5935, 1.4692, 1.5167, 1.5954, 1.6147, 1.4437, 1.3946, 1.4165, 1.4851, 1.4537, 1.4733, 1.3396, 1.3571, 1.3649, 1.3649, 1.2923, 1.2919, 1.3394, 1.3017, 1.6661, 1.6938, 1.6702, 1.6767, 1.6149, 1.6104, 1.6683, 1.697, 1.7486, 1.8366]}
{"unit_id": "quote:1887178461988458723", "ticker_idx": 0, "ts": "2025-02-05T16:36:22+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anything under $400. It's the only one I'm confident sharing in real life.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively long TSLA under $400; the only stock author confidently recommends in real life.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "The all-in guy still adds share and you're not. $tsla\n\nMy friend asked for ticker today, i said $tsla. Anything under $400. It's the only one I'm confident sharing in real life.", "reply_text": null, "parent_text": null, "quoted_text": "Add some $TSLA shares today. https://t.co/0lxHmYpnCZ", "parent_author": null, "ret_m1d": 0.037126100771675, "ret_signed_m1d": 0.037126100771675, "alpha_spy_m1d": 0.04116415186696376, "alpha_c_m1d": 0.025649801550305718, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": 0.01147629922136928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010180622383618276, "ret_signed_p1d": -0.010180622383618276, "alpha_spy_p1d": -0.013656354674659976, "alpha_c_p1d": -0.014151519954406222, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.003970897570787946, "ret_p1w": -0.11016210218389066, "ret_signed_p1w": -0.11016210218389066, "alpha_spy_p1w": -0.10873878729347708, "alpha_c_p1w": -0.08646799891722379, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.023694103266666877, "ret_p1m": -0.3033556261663388, "ret_signed_p1m": -0.3033556261663388, "alpha_spy_p1m": -0.251205874082867, "alpha_c_p1m": -0.20246997393742805, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.10088565222891077, "ret_p3m": -0.25890472587885205, "ret_signed_p3m": -0.25890472587885205, "alpha_spy_p3m": -0.19433423192704136, "alpha_c_p3m": -0.13091487081381514, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.1279898550650369, "ret_p6m": -0.18483756493670245, "ret_signed_p6m": -0.18483756493670245, "alpha_spy_p6m": -0.2371956821827932, "alpha_c_p6m": -0.1557832118307163, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": -0.02905435310598614, "ret_p1y": 0.1874553285923235, "ret_signed_p1y": 0.1874553285923235, "alpha_spy_p1y": 0.03336610576663923, "alpha_c_p1y": 0.10358470712537793, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.08387062146694557, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3033556261663388, "alpha_spy_stated": -0.251205874082867, "alpha_c_stated": -0.20246997393742805, "price_path": [-0.1506, -0.0745, -0.1314, -0.1267, -0.1771, -0.1519, -0.1043, -0.0851, -0.0956, -0.1019, -0.0677, -0.1047, -0.1056, -0.1197, -0.1197, -0.0873, -0.0557, -0.0707, -0.0535, -0.023, 0.0292, 0.0307, 0.0603, 0.1232, 0.1056, 0.1535, 0.2244, 0.2689, 0.1638, 0.1534, 0.1134, 0.1386, 0.2224, 0.2224, 0.2009, 0.1414, 0.1038, 0.0679, 0.0679, 0.0029, 0.0853, 0.0869, 0.0428, 0.0443, 0.0443, 0.0438, 0.0665, 0.0481, 0.1323, 0.0943, 0.1278, 0.1278, 0.1214, 0.0977, 0.0905, 0.0751, 0.0502, 0.0527, 0.0289, 0.0585, 0.0699, 0.0146, 0.0371, 0.0, -0.0102, -0.0438, -0.0726, -0.1313, -0.1102, -0.0588, -0.059, -0.059, -0.0636, -0.0466, -0.0629, -0.1068, -0.126, -0.1993, -0.231, -0.2544, -0.2253, -0.2473, -0.2806, -0.262, -0.3034, -0.3054, -0.4126, -0.3903, -0.344, -0.3636, -0.339, -0.3706, -0.4042, -0.3763, -0.3753, -0.3423, -0.2638, -0.2381, -0.2806, -0.2778, -0.3031, -0.3147, -0.2901, -0.2523, -0.2932, -0.3669, -0.3831, -0.4133, -0.2802, -0.3326, -0.3328, -0.3327, -0.3281, -0.3613, -0.3617, -0.3617, -0.3984, -0.3707, -0.337, -0.3138, -0.2465, -0.244, -0.2278, -0.2539, -0.2582, -0.2405, -0.2589, -0.2719, -0.2696, -0.2468, -0.2113, -0.1581, -0.1166, -0.0806, -0.0935, -0.0745, -0.0954, -0.0908, -0.1152, -0.0982, -0.1027, -0.1027, -0.0404, -0.0562, -0.0522, -0.0839, -0.0938, -0.0896, -0.122, -0.2472, -0.2196, -0.184, -0.1377, -0.1368, -0.1562, -0.1398, -0.1297, -0.1635, -0.1484, -0.1484, -0.1481, -0.078, -0.0997, -0.1339, -0.1385, -0.1442, -0.16, -0.2048, -0.1653, -0.1661, -0.1661, -0.2227, -0.2125, -0.2176, -0.1806, -0.171, -0.162, -0.1782, -0.1494, -0.1554, -0.1283, -0.1314, -0.1218, -0.1206, -0.1927, -0.1642, -0.139, -0.1506, -0.1564, -0.1848]}
{"unit_id": "quote:1930270551420854611", "ticker_idx": 0, "ts": "2025-06-04T14:28:56+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is good for $TSLA as it will set up to be more neutral company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: Elon distancing from Trump makes Tesla a more politically neutral brand, positive long-term.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm team Elon. Even though I support Trump very much, the debt spiral is out of control. President Trump, a man of ego, wants to create an legacy which means he has to spend for the Golden Dome, infra, and other projects he wants as well. I plan to dissect the bill more to understand better public -> private implications. \n\nElon walking away, disassociation with Trump will actually make him more centered, and will be good for long term. This is good for $TSLA as it will set up to be more neutral company.  I think Elon thought he would turn the tide, and everyone will see economic prosperity but the system fought back.  Looks like the only way we get out of the debt spiral is growth, which Trump also is aligned with (trillions of trade deals).", "reply_text": null, "parent_text": null, "quoted_text": "I’m sorry, but I just can’t stand it anymore.\n\nThis massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination.\n\nShame on those who voted for it: you know you did wrong. You know it.", "parent_author": null, "ret_m1d": 0.03680169152218804, "ret_signed_m1d": 0.03680169152218804, "alpha_spy_m1d": 0.03653310700000989, "alpha_c_m1d": 0.034148844046502536, "bench_spy_m1d": 0.0002685845221781502, "bench_c_m1d": 0.0026528474756855047, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.14259893789082123, "ret_signed_p1d": -0.14259893789082123, "alpha_spy_p1d": -0.1377660782674669, "alpha_c_p1d": -0.11737436743122098, "bench_spy_p1d": -0.004832859623354335, "bench_c_p1d": -0.02522457045960025, "ret_p1w": -0.016925147790372908, "ret_signed_p1w": -0.016925147790372908, "alpha_spy_p1w": -0.02603708023419915, "alpha_c_p1w": -0.016227045132132245, "bench_spy_p1w": 0.009111932443826243, "bench_c_p1w": -0.0006981026582406624, "ret_p1m": -0.050293577182317084, "ret_signed_p1m": -0.050293577182317084, "alpha_spy_p1m": -0.10274722038699358, "alpha_c_p1m": -0.08198875747697454, "bench_spy_p1m": 0.05245364320467649, "bench_c_p1m": 0.031695180294657455, "ret_p3m": 0.005481124502716428, "ret_signed_p3m": 0.005481124502716428, "alpha_spy_p3m": -0.08014468054978852, "alpha_c_p3m": -0.07532458091947714, "bench_spy_p3m": 0.08562580505250494, "bench_c_p3m": 0.08080570542219356, "ret_p6m": 0.2846860480483915, "ret_signed_p6m": 0.2846860480483915, "alpha_spy_p6m": 0.1376062140514902, "alpha_c_p6m": 0.18674297662045536, "bench_spy_p6m": 0.14707983399690128, "bench_c_p6m": 0.09794307142793612, "ret_p1y": 0.2829695088898476, "ret_signed_p1y": 0.2829695088898476, "alpha_spy_p1y": 0.017405264323802738, "alpha_c_p1y": 0.16487964226517904, "bench_spy_p1y": 0.2655642445660449, "bench_c_p1y": 0.11808986662466858, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.050293577182317084, "alpha_spy_stated": -0.10274722038699358, "alpha_c_stated": -0.08198875747697454, "price_path": [-0.2089, -0.331, -0.3056, -0.2529, -0.2752, -0.2472, -0.2832, -0.3215, -0.2897, -0.2885, -0.251, -0.1616, -0.1322, -0.1807, -0.1774, -0.2063, -0.2195, -0.1915, -0.1484, -0.1951, -0.2789, -0.2974, -0.3318, -0.1802, -0.2399, -0.2401, -0.24, -0.2347, -0.2725, -0.2731, -0.2731, -0.3149, -0.2833, -0.2449, -0.2185, -0.1418, -0.139, -0.1205, -0.1502, -0.1552, -0.135, -0.156, -0.1708, -0.1681, -0.1422, -0.1018, -0.0412, 0.0061, 0.0471, 0.0324, 0.054, 0.0302, 0.0354, 0.0077, 0.0271, 0.022, 0.022, 0.0929, 0.0748, 0.0794, 0.0434, 0.032, 0.0368, 0.0, -0.1426, -0.1112, -0.0707, -0.0179, -0.0169, -0.039, -0.0203, -0.0088, -0.0473, -0.0301, -0.0301, -0.0298, 0.0501, 0.0254, -0.0136, -0.0189, -0.0254, -0.0433, -0.0944, -0.0494, -0.0503, -0.0503, -0.1148, -0.1031, -0.1089, -0.0668, -0.0558, -0.0456, -0.0641, -0.0313, -0.0381, -0.0072, -0.0107, 0.0002, 0.0015, -0.0806, -0.0482, -0.0195, -0.0327, -0.0392, -0.0716, -0.0886, -0.0686, -0.0703, -0.0366, -0.0295, -0.0072, 0.021, 0.0265, 0.0221, 0.0106, -0.0045, 0.0094, -0.0083, -0.0245, -0.036, 0.024, 0.0438, 0.0591, 0.0529, 0.042, 0.0055, 0.0055, -0.0081, 0.0061, 0.0195, 0.0566, 0.0432, 0.0449, 0.0474, 0.1107, 0.1924, 0.2349, 0.2697, 0.2825, 0.2554, 0.2832, 0.3077, 0.2825, 0.3335, 0.2751, 0.3263, 0.3348, 0.3393, 0.3837, 0.3131, 0.2945, 0.365, 0.3043, 0.3212, 0.3117, 0.2453, 0.3128, 0.2927, 0.3105, 0.2912, 0.323, 0.3475, 0.3329, 0.322, 0.3521, 0.3062, 0.3625, 0.387, 0.3899, 0.3254, 0.375, 0.4105, 0.3379, 0.3916, 0.3429, 0.2935, 0.3409, 0.324, 0.2968, 0.2106, 0.2177, 0.2315, 0.2084, 0.2167, 0.1903, 0.1778, 0.2582, 0.2631, 0.2847, 0.2847]}
{"unit_id": "reply:1888023148928581713", "ticker_idx": 0, "ts": "2025-02-08T00:32:51+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not worried about this", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses Elon-absence risk as merely political; bullish on Tesla's robotaxi & Optimus roadmap with strong team in place.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cw30720668 The risk is merely political attacks on Elon, nothing material.  Tesla still needs Elon's visionary for robotaxi &amp; optimus, but he has good team so he doesn't need to be there that much - not worried about this.", "reply_text": null, "parent_text": "@DeepValueBagger Tesla is running almost without Elon, Steve Jobs and Apple is the best example. Elon is running the government. Tesla will be Ok without him. He is more a liability than asset at this stage of Tesla's development.\n\nI'm also shareholder since early 2018 - Tesla will prob. do", "quoted_text": null, "parent_author": "cw30720668", "ret_m1d": 0.03104947905722244, "ret_signed_m1d": 0.03104947905722244, "alpha_spy_m1d": 0.037794894410219215, "alpha_c_m1d": 0.03445120369727617, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": -0.003401724640053727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06338211812502892, "ret_signed_p1d": -0.06338211812502892, "alpha_spy_p1d": -0.06414276195547974, "alpha_c_p1d": -0.05202792601432116, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": -0.011354192110707761, "ret_p1w": 0.014569569730266574, "ret_signed_p1w": 0.014569569730266574, "alpha_spy_p1w": 0.006551043316291194, "alpha_c_p1w": 0.011697877603515927, "bench_spy_p1w": 0.00801852641397538, "bench_c_p1w": 0.0028716921267506468, "ret_p1m": -0.3425712239947355, "ret_signed_p1m": -0.3425712239947355, "alpha_spy_p1m": -0.26167519767364666, "alpha_c_p1m": -0.21020973526693776, "bench_spy_p1m": -0.08089602632108883, "bench_c_p1m": -0.13236148872779774, "ret_p3m": -0.1879223379737488, "ret_signed_p3m": -0.1879223379737488, "alpha_spy_p3m": -0.12494778233610637, "alpha_c_p3m": -0.080321163819292, "bench_spy_p3m": -0.06297455563764243, "bench_c_p3m": -0.1076011741544568, "ret_p6m": -0.1197787712761843, "ret_signed_p6m": -0.1197787712761843, "alpha_spy_p6m": -0.16420474331659618, "alpha_c_p6m": -0.09163338944728816, "bench_spy_p6m": 0.044425972040411876, "bench_c_p6m": -0.028145381828896143, "ret_p1y": 0.23017699637883848, "ret_signed_p1y": 0.23017699637883848, "alpha_spy_p1y": 0.06693580998384263, "alpha_c_p1y": 0.1449236833001566, "bench_spy_p1y": 0.16324118639499585, "bench_c_p1y": 0.08525331307868189, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3425712239947355, "alpha_spy_stated": -0.26167519767364666, "alpha_c_stated": -0.21020973526693776, "price_path": [-0.0584, -0.1128, -0.0856, -0.0342, -0.0135, -0.0248, -0.0316, 0.0052, -0.0346, -0.0356, -0.0509, -0.0509, -0.0159, 0.0181, 0.002, 0.0205, 0.0535, 0.1097, 0.1114, 0.1433, 0.2111, 0.1921, 0.2438, 0.3202, 0.3682, 0.2549, 0.2436, 0.2005, 0.2277, 0.3181, 0.3181, 0.2948, 0.2307, 0.1901, 0.1514, 0.1514, 0.0814, 0.1702, 0.172, 0.1244, 0.1261, 0.1261, 0.1255, 0.1499, 0.1301, 0.2209, 0.1799, 0.216, 0.216, 0.2091, 0.1836, 0.1758, 0.1592, 0.1324, 0.135, 0.1094, 0.1413, 0.1536, 0.0939, 0.1183, 0.0782, 0.0673, 0.031, 0.0, -0.0634, -0.0405, 0.0149, 0.0146, 0.0146, 0.0096, 0.028, 0.0105, -0.0369, -0.0576, -0.1367, -0.1709, -0.1961, -0.1647, -0.1884, -0.2244, -0.2042, -0.2489, -0.2511, -0.3666, -0.3426, -0.2926, -0.3138, -0.2873, -0.3214, -0.3576, -0.3275, -0.3264, -0.2909, -0.2063, -0.1785, -0.2243, -0.2213, -0.2486, -0.2611, -0.2346, -0.1938, -0.2379, -0.3173, -0.3348, -0.3674, -0.2239, -0.2804, -0.2806, -0.2805, -0.2755, -0.3113, -0.3118, -0.3118, -0.3514, -0.3215, -0.2851, -0.2601, -0.1876, -0.1849, -0.1674, -0.1955, -0.2002, -0.1811, -0.2009, -0.2149, -0.2124, -0.1879, -0.1496, -0.0922, -0.0475, -0.0087, -0.0226, -0.0021, -0.0246, -0.0197, -0.0459, -0.0276, -0.0325, -0.0325, 0.0347, 0.0176, 0.022, -0.0122, -0.0229, -0.0184, -0.0533, -0.1883, -0.1585, -0.1202, -0.0703, -0.0693, -0.0902, -0.0725, -0.0616, -0.098, -0.0818, -0.0818, -0.0815, -0.0058, -0.0293, -0.0661, -0.0711, -0.0773, -0.0943, -0.1426, -0.1, -0.1009, -0.1009, -0.1619, -0.1509, -0.1564, -0.1165, -0.1061, -0.0965, -0.1139, -0.0829, -0.0893, -0.0601, -0.0634, -0.0531, -0.0518, -0.1295, -0.0989, -0.0717, -0.0842, -0.0904, -0.1211, -0.1371, -0.1182, -0.1198]}
{"unit_id": "reply:1893027542451249394", "ticker_idx": 0, "ts": "2025-02-21T19:58:31+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "well it has room to go wild now. i will drink if it hits $30 again.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects RKLB to rally back to $30.", "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": "reply_other", "lang": "en", "tweet_text": "@RindomPerignon well it has room to go wild now. i will drink if it hits $30 again.", "reply_text": null, "parent_text": "$RKLB \n\nI don’t know why I made a rule that every time Rocket Lab went up 5%, I drank a bottle of wine/champagne.🍷\n\nIt would have been much smarter to do it every time it dropped 5%. That way, you could at least numb the pain.\n\nOh well, anyways.🐂😆\n\nIt’s been dropping the past", "quoted_text": null, "parent_author": "RindomPerignon", "ret_m1d": 0.07261150943607109, "ret_signed_m1d": 0.07261150943607109, "alpha_spy_m1d": 0.05520976019655044, "alpha_c_m1d": 0.05021459140956841, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.022396918026502677, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0450105944918362, "ret_signed_p1d": -0.0450105944918362, "alpha_spy_p1d": -0.0404601876249282, "alpha_c_p1d": -0.040486604103744495, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004523990388091703, "ret_p1w": -0.12993628726436957, "ret_signed_p1w": -0.12993628726436957, "alpha_spy_p1w": -0.12033536855300342, "alpha_c_p1w": -0.14098638374902517, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.011050096484655603, "ret_p1m": -0.14182591340944695, "ret_signed_p1m": -0.14182591340944695, "alpha_spy_p1m": -0.10160021322884827, "alpha_c_p1m": -0.140806115632244, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.0010197977772029576, "ret_p3m": 0.06878984678199096, "ret_signed_p3m": 0.06878984678199096, "alpha_spy_p3m": 0.09433669496686237, "alpha_c_p3m": 0.017513265931101696, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": 0.051276580850889264, "ret_p6m": 0.9095542538249428, "ret_signed_p6m": 0.9095542538249428, "alpha_spy_p6m": 0.8308753132527908, "alpha_c_p6m": 0.7826258148443808, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.12692843898056205, "ret_p1y": 2.0585987733682614, "ret_signed_p1y": 2.0585987733682614, "alpha_spy_p1y": 1.8914025969724506, "alpha_c_p1y": 1.7511246116857415, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.30747416168251984, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14182591340944695, "alpha_spy_stated": -0.10160021322884827, "alpha_c_stated": -0.140806115632244, "price_path": [0.0803, 0.09, 0.09, 0.1584, 0.0257, -0.0229, -0.0187, 0.0157, 0.048, -0.0132, -0.0297, -0.0085, -0.0412, 0.0369, 0.0998, 0.1197, -0.0268, -0.014, 0.0561, 0.0866, 0.1295, 0.1295, 0.2076, 0.1558, 0.1176, 0.0815, 0.0815, 0.0599, 0.2204, 0.2229, 0.1868, 0.1618, 0.1618, 0.1427, 0.0153, 0.0259, 0.0561, 0.0463, 0.0191, 0.0191, 0.3278, 0.2577, 0.3406, 0.2892, 0.2497, 0.2306, 0.2259, 0.2115, 0.2335, 0.2051, 0.2178, 0.2144, 0.1754, 0.1639, 0.2994, 0.1983, 0.1728, 0.2017, 0.1898, 0.1898, 0.1779, 0.1011, 0.0726, 0.0, -0.045, -0.1389, -0.0977, -0.158, -0.1299, -0.2076, -0.1934, -0.1338, -0.2076, -0.2017, -0.273, -0.2429, -0.2174, -0.2539, -0.2013, -0.189, -0.2365, -0.2025, -0.2132, -0.1958, -0.1418, -0.1393, -0.1745, -0.2178, -0.2093, -0.2408, -0.2293, -0.1788, -0.2403, -0.3049, -0.2561, -0.2705, -0.1257, -0.1665, -0.1665, -0.1877, -0.1053, -0.1518, -0.1618, -0.1618, -0.2081, -0.1915, -0.1384, -0.0709, -0.0497, -0.0374, -0.0488, -0.0747, -0.0607, -0.0238, -0.0454, -0.0501, -0.0535, -0.0191, -0.1291, -0.0972, -0.073, 0.0246, 0.0709, 0.0858, 0.0955, 0.104, 0.0688, 0.0964, 0.0794, 0.0794, 0.2212, 0.2285, 0.1614, 0.1376, 0.1295, 0.1346, 0.1427, 0.1231, 0.228, 0.2586, 0.1537, 0.1618, 0.121, 0.079, 0.1274, 0.1219, 0.1826, 0.1826, 0.2756, 0.3919, 0.4208, 0.3737, 0.5346, 0.5023, 0.5189, 0.4577, 0.5151, 0.5142, 0.5142, 0.651, 0.645, 0.662, 0.6603, 0.6573, 0.8348, 0.8938, 1.0251, 1.1796, 1.1822, 1.0038, 0.9907, 1.087, 1.0437, 1.014, 0.9155, 0.8594, 0.972, 0.9499, 0.9028, 0.8913, 0.9002, 0.8726, 0.8773, 0.8977, 0.9117, 0.8442, 0.8259, 0.8178, 0.8798, 0.9096]}
{"unit_id": "orig:1886224994222403733", "ticker_idx": 0, "ts": "2025-02-03T01:27:37+00:00", "symbol": "IBIT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought Bitcoin dip via $IBIT, margined.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Leveraged long Bitcoin via IBIT ETF, buying the dip.", "resolved_tickers": ["IBIT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bought Bitcoin dip via $IBIT, margined. https://t.co/HgbSXDO28M", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0022576806058358656, "ret_signed_m1d": 0.0022576806058358656, "alpha_spy_m1d": -0.004517465808382637, "alpha_c_m1d": -0.004517465808382637, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.0067751464142185025, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025182367433642994, "ret_signed_p1d": -0.025182367433642994, "alpha_spy_p1d": -0.03189063266985548, "alpha_c_p1d": -0.03189063266985548, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.006708265236212485, "ret_p1w": -0.03820772304583231, "ret_signed_p1w": -0.03820772304583231, "alpha_spy_p1w": -0.05005161116026813, "alpha_c_p1w": -0.05005161116026813, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.011843888114435819, "ret_p1m": -0.14223692568535362, "ret_signed_p1m": -0.14223692568535362, "alpha_spy_p1m": -0.10725692720783508, "alpha_c_p1m": -0.10725692720783508, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.03497999847751854, "ret_p3m": -0.04567559889685158, "ret_signed_p3m": -0.04567559889685158, "alpha_spy_p3m": 0.017258447226444318, "alpha_c_p3m": 0.017258447226444318, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.0629340461232959, "ret_p6m": 0.15856194795210787, "ret_signed_p6m": 0.15856194795210787, "alpha_spy_p6m": 0.08949757720689067, "alpha_c_p6m": 0.08949757720689067, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.06906437074521721, "ret_p1y": -0.11236542228127633, "ret_signed_p1y": -0.11236542228127633, "alpha_spy_p1y": -0.27242485513927217, "alpha_c_p1y": -0.27242485513927217, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.16005943285799584, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14223692568535362, "alpha_spy_stated": -0.10725692720783508, "alpha_c_stated": -0.10725692720783508, "price_path": [-0.2463, -0.2428, -0.2412, -0.1391, -0.1134, -0.1136, -0.1363, -0.0947, -0.0947, -0.0848, -0.067, -0.0292, -0.0189, -0.0618, -0.1021, -0.0443, -0.0443, -0.0412, -0.0538, -0.0542, -0.0201, -0.0205, 0.0038, -0.0495, -0.0465, 0.0024, -0.0115, 0.0057, 0.0458, 0.0547, -0.0069, -0.0497, -0.0481, -0.0818, -0.0234, -0.0234, -0.057, -0.0677, -0.07, -0.0787, -0.0787, -0.0384, -0.0281, 0.0102, -0.0485, -0.0736, -0.0736, -0.065, -0.0757, -0.0478, -0.0163, -0.0085, 0.0354, 0.0354, 0.0493, 0.0313, 0.021, 0.0368, 0.0016, 0.0, 0.0306, 0.0372, 0.0023, 0.0, -0.0252, -0.0391, -0.0427, -0.054, -0.0382, -0.0603, -0.042, -0.0493, -0.0391, -0.0391, -0.0707, -0.0509, -0.0267, -0.0636, -0.0724, -0.1311, -0.1671, -0.1777, -0.1681, -0.1507, -0.1422, -0.1066, -0.1205, -0.1415, -0.22, -0.1796, -0.1811, -0.2094, -0.1639, -0.1653, -0.187, -0.1558, -0.169, -0.1716, -0.1285, -0.1292, -0.1459, -0.1414, -0.174, -0.187, -0.1612, -0.1419, -0.1912, -0.1714, -0.2312, -0.243, -0.1867, -0.2155, -0.1721, -0.1615, -0.1709, -0.1671, -0.1619, -0.1619, -0.1365, -0.0955, -0.0761, -0.075, -0.0575, -0.0643, -0.0584, -0.0707, -0.0457, -0.0415, -0.0686, -0.0627, -0.0504, 0.0007, 0.0188, 0.0052, 0.0354, 0.0201, 0.0189, 0.0281, 0.0419, 0.0578, 0.0731, 0.0981, 0.0738, 0.0738, 0.0854, 0.0557, 0.0419, 0.0327, 0.0309, 0.049, 0.0358, 0.005, 0.0292, 0.0728, 0.0818, 0.074, 0.0542, 0.0375, 0.0733, 0.0333, 0.0241, 0.0241, 0.0189, 0.0189, 0.0431, 0.0642, 0.0618, 0.0545, 0.063, 0.0392, 0.0841, 0.0801, 0.0801, 0.0663, 0.0736, 0.1042, 0.1202, 0.1672, 0.1841, 0.149, 0.178, 0.1749, 0.158, 0.152, 0.1778, 0.1686, 0.1751, 0.1525, 0.1653, 0.1586]}
{"unit_id": "reply:1929886746403115087", "ticker_idx": 0, "ts": "2025-06-03T13:03:50+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Crwv is my favorite right now. Csp aggressively to get shares. The growth rate and p/s sales is extraordinary for this company.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively accumulating CRWV via cash-secured puts; bullish on extraordinary growth rate and P/S valuation.", "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": "@tomifiede Crwv is my favorite right now. Csp aggressively to get shares. So far i got a lot premiums. The growth rate and p/s sales is extraordinary for this company. Study it.", "reply_text": null, "parent_text": "@DeepValueBagger Are you looking in to get any new trade, or in the watch list", "quoted_text": null, "parent_author": "tomifiede", "ret_m1d": -0.20122275145543078, "ret_signed_m1d": -0.20122275145543078, "alpha_spy_m1d": -0.19555242571022058, "alpha_c_m1d": -0.19555242571022058, "bench_spy_m1d": -0.005670325745210203, "bench_c_m1d": -0.005670325745210203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08386503677755619, "ret_signed_p1d": 0.08386503677755619, "alpha_spy_p1d": 0.08413354918145866, "alpha_c_p1d": 0.08413354918145866, "bench_spy_p1d": -0.00026851240390246556, "bench_c_p1d": -0.00026851240390246556, "ret_p1w": 0.029372662775377867, "ret_signed_p1w": 0.029372662775377867, "alpha_spy_p1w": 0.017646375141069814, "alpha_c_p1w": 0.017646375141069814, "bench_spy_p1w": 0.011726287634308052, "bench_c_p1w": 0.011726287634308052, "ret_p1m": 0.008572624810925467, "ret_signed_p1m": 0.008572624810925467, "alpha_spy_p1m": -0.03537068646825681, "alpha_c_p1m": -0.03537068646825681, "bench_spy_p1m": 0.04394331127918227, "bench_c_p1m": 0.04394331127918227, "ret_p3m": -0.3152578160482351, "ret_signed_p3m": -0.3152578160482351, "alpha_spy_p3m": -0.40059211710608666, "alpha_c_p3m": -0.40059211710608666, "bench_spy_p3m": 0.08533430105785156, "bench_c_p3m": 0.08533430105785156, "ret_p6m": -0.506313111212219, "ret_signed_p6m": -0.506313111212219, "alpha_spy_p6m": -0.6530849400454257, "alpha_c_p6m": -0.6530849400454257, "bench_spy_p6m": 0.14677182883320672, "bench_c_p6m": 0.14677182883320672, "ret_p1y": -0.2850876868322062, "ret_signed_p1y": -0.2850876868322062, "alpha_spy_p1y": -0.5453572998669985, "alpha_c_p1y": -0.5453572998669985, "bench_spy_p1y": 0.26026961303479235, "bench_c_p1y": 0.26026961303479235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008572624810925467, "alpha_spy_stated": -0.03537068646825681, "alpha_c_stated": -0.03537068646825681, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.7342, -0.7536, -0.6507, -0.5922, -0.6425, -0.6822, -0.6687, -0.7102, -0.6759, -0.7196, -0.7093, -0.7102, -0.729, -0.7293, -0.7402, -0.7402, -0.7647, -0.7441, -0.7234, -0.7224, -0.724, -0.7208, -0.7154, -0.7255, -0.7055, -0.6573, -0.661, -0.6392, -0.6438, -0.6345, -0.6586, -0.6113, -0.5796, -0.5517, -0.5629, -0.4664, -0.4246, -0.4003, -0.2864, -0.3344, -0.3173, -0.3173, -0.1762, -0.2281, -0.2986, -0.2603, -0.2012, 0.0, 0.0839, -0.1025, -0.0686, 0.0772, 0.0294, -0.0052, -0.01, -0.0219, 0.0533, 0.1425, 0.1297, 0.1297, 0.22, 0.1542, 0.1471, 0.0599, 0.0505, 0.0632, 0.0836, 0.0363, 0.0086, 0.0978, 0.0978, 0.0613, 0.0064, 0.0171, -0.081, -0.1637, -0.1203, -0.0657, -0.0494, -0.1214, -0.1825, -0.1699, -0.1376, -0.1623, -0.2026, -0.2317, -0.2671, -0.2774, -0.3163, -0.2416, -0.3079, -0.2955, -0.2568, -0.2674, -0.1954, -0.1391, -0.0711, -0.0115, -0.2174, -0.3387, -0.3357, -0.3567, -0.3827, -0.3918, -0.3967, -0.3754, -0.3861, -0.3927, -0.3559, -0.3169, -0.3153, -0.3153, -0.3797, -0.4027, -0.4187, -0.408, -0.3783, -0.334, -0.2216, -0.2511, -0.256, -0.1994, -0.2109, -0.1968, -0.1933, -0.1703, -0.1146, -0.1302, -0.1135, -0.1583, -0.2003, -0.1858, -0.0906, -0.0892, -0.0829, -0.1043, -0.1105, -0.1439, -0.0698, -0.0492, -0.0801, -0.0589, -0.1091, -0.0747, -0.0581, -0.0904, -0.1556, -0.1689, -0.1924, -0.1804, -0.1192, -0.0958, -0.1042, -0.0701, -0.1291, -0.1114, -0.1606, -0.2308, -0.2396, -0.2894, -0.3088, -0.2982, -0.4126, -0.4323, -0.4794, -0.4859, -0.4994, -0.5023, -0.5021, -0.5401, -0.5239, -0.5109, -0.5262, -0.5063]}
{"unit_id": "reply:1892712011294756990", "ticker_idx": 0, "ts": "2025-02-20T23:04:43+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it hasn't tracked $HOOD yet. I expect it to move soon", "tweet_type": "prediction", "timeline": "days", "summary": "Expects SOFI to move up soon, catching up to HOOD's recent move.", "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": "reply_other", "lang": "en", "tweet_text": "@jrouldz @TheSpirit404 yes, it hasn't tracked $HOOD yet. I expect it to move soon.", "reply_text": null, "parent_text": "@DeepValueBagger @TheSpirit404 $SOFI has a nice setup https://t.co/PhETIDVIZq", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.013633252094410464, "alpha_spy_stated": -0.0040323333830443175, "alpha_c_stated": -0.04181065072212431, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "reply:1893382089929592905", "ticker_idx": 0, "ts": "2025-02-22T19:27:22+00:00", "symbol": "JEPQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My target is $3m in JEPQ", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is building toward a $3M position in JEPQ; ongoing long accumulation.", "resolved_tickers": ["JEPQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DevotedDividend My target is $3m in JEPQ", "reply_text": null, "parent_text": "$1M into $JEPQ would earn ~ $80,000-$110,000 per year\n\nWould you this be enough for you to leave your 9-5 job completely? https://t.co/Rf0Ko7yRob", "quoted_text": null, "parent_author": "DevotedDividend", "ret_m1d": 0.009822945418708429, "ret_signed_m1d": 0.009822945418708429, "alpha_spy_m1d": 0.005251737696792436, "alpha_c_m1d": 0.005251737696792436, "bench_spy_m1d": 0.004571207721915993, "bench_c_m1d": 0.004571207721915993, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010875107033715192, "ret_signed_p1d": -0.010875107033715192, "alpha_spy_p1d": -0.005901924092682753, "alpha_c_p1d": -0.005901924092682753, "bench_spy_p1d": -0.004973182941032439, "bench_c_p1d": -0.004973182941032439, "ret_p1w": -0.03784783627228139, "ret_signed_p1w": -0.03784783627228139, "alpha_spy_p1w": -0.015343149160145342, "alpha_c_p1w": -0.015343149160145342, "bench_spy_p1w": -0.022504687112136046, "bench_c_p1w": -0.022504687112136046, "ret_p1m": -0.04439421402766164, "ret_signed_p1m": -0.04439421402766164, "alpha_spy_p1m": -0.010873514019054564, "alpha_c_p1m": -0.010873514019054564, "bench_spy_p1m": -0.033520700008607074, "bench_c_p1m": -0.033520700008607074, "ret_p3m": -0.055125159540820756, "ret_signed_p3m": -0.055125159540820756, "alpha_spy_p3m": -0.034419017875065405, "alpha_c_p3m": -0.034419017875065405, "bench_spy_p3m": -0.02070614166575535, "bench_c_p3m": -0.02070614166575535, "ret_p6m": 0.03142480361099764, "ret_signed_p6m": 0.03142480361099764, "alpha_spy_p6m": -0.04630620584056544, "alpha_c_p6m": -0.04630620584056544, "bench_spy_p6m": 0.07773100945156308, "bench_c_p6m": 0.07773100945156308, "ret_p1y": 0.14472659332656446, "ret_signed_p1y": 0.14472659332656446, "alpha_spy_p1y": -0.027534081210098593, "alpha_c_p1y": -0.027534081210098593, "bench_spy_p1y": 0.17226067453666305, "bench_c_p1y": 0.17226067453666305, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04439421402766164, "alpha_spy_stated": -0.010873514019054564, "alpha_c_stated": -0.010873514019054564, "price_path": [-0.0301, -0.0301, -0.0231, -0.0164, -0.0138, -0.0074, -0.0087, -0.0052, -0.0081, -0.009, -0.0007, -0.0035, -0.0012, 0.0024, 0.0012, -0.0187, -0.0194, -0.0125, -0.0043, 0.0039, 0.0039, 0.0036, -0.0031, -0.0119, -0.0188, -0.0188, -0.0205, -0.0066, 0.0026, -0.0118, -0.0111, -0.0111, -0.0258, -0.0284, -0.0296, -0.0106, -0.0153, -0.0033, -0.0033, 0.0017, 0.0106, 0.0136, 0.0106, -0.0104, 0.001, -0.0016, 0.001, 0.0002, -0.0068, 0.0021, 0.0061, 0.0102, 0.0027, 0.0123, 0.0111, 0.0111, 0.0193, 0.0221, 0.0221, 0.024, 0.0263, 0.0244, 0.0098, 0.0, -0.0109, -0.0081, -0.033, -0.0181, -0.0378, -0.0417, -0.0299, -0.0552, -0.0488, -0.0815, -0.0838, -0.0738, -0.0897, -0.0692, -0.0644, -0.0773, -0.0669, -0.0685, -0.0658, -0.0488, -0.0444, -0.0584, -0.0626, -0.0833, -0.0838, -0.0772, -0.0722, -0.1176, -0.1668, -0.1648, -0.1797, -0.0937, -0.1264, -0.1142, -0.1073, -0.1056, -0.1282, -0.1285, -0.1285, -0.1473, -0.128, -0.1124, -0.0947, -0.0865, -0.0862, -0.0824, -0.082, -0.0759, -0.0685, -0.0689, -0.0721, -0.0691, -0.0663, -0.066, -0.0551, -0.053, -0.0517, -0.0515, -0.0499, -0.0497, -0.0504, -0.0564, -0.0551, -0.0586, -0.0586, -0.0481, -0.049, -0.047, -0.0479, -0.0438, -0.0404, -0.0384, -0.0418, -0.0352, -0.0334, -0.0299, -0.0312, -0.029, -0.0373, -0.027, -0.0338, -0.0325, -0.0325, -0.0343, -0.0257, -0.0158, -0.0133, -0.0091, -0.0065, -0.0041, -0.0059, -0.0028, 0.0006, 0.0006, -0.0018, 0.0004, 0.0032, 0.0043, 0.0043, 0.0052, 0.0067, 0.0078, 0.0117, 0.0104, 0.0141, 0.0118, 0.0148, 0.0165, 0.0176, 0.0209, 0.0198, 0.0203, 0.0179, 0.0022, 0.0176, 0.0121, 0.021, 0.024, 0.0303, 0.0296, 0.0379, 0.0383, 0.0394, 0.0392, 0.0404, 0.0314]}
{"unit_id": "reply:1881924458577006644", "ticker_idx": 0, "ts": "2025-01-22T04:38:50+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 may have mentioned a few times that $rklb > $asts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author reiterates preference for RKLB over ASTS as the better long.", "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": "reply_other", "lang": "en", "tweet_text": "@Tim_X94 I may have mentioned a few times that $rklb &gt; $asts", "reply_text": null, "parent_text": "$RKLB $ASTS In retrospect the move of reducing my Rocket Lab exposure to 15-20% of the portfolio and increasing my AST Spacemobile position could have been better timed 😆 ($RKLB +30%, ASTS +10%)\n\nThat said I still support my call, since I know what I own and still 30%+ on 15-20%", "quoted_text": null, "parent_author": "AlexfromBabylon", "ret_m1d": 0.05570558986429042, "ret_signed_m1d": 0.05570558986429042, "alpha_spy_m1d": 0.06129570316010591, "alpha_c_m1d": 0.05335250755153531, "bench_spy_m1d": -0.005590113295815491, "bench_c_m1d": 0.002353082312755106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0658338555145459, "ret_signed_p1d": 0.0658338555145459, "alpha_spy_p1d": 0.06037579697538886, "alpha_c_p1d": 0.05570904890680062, "bench_spy_p1d": 0.00545805853915704, "bench_c_p1d": 0.010124806607745285, "ret_p1w": -0.025320728519581337, "ret_signed_p1w": -0.025320728519581337, "alpha_spy_p1w": -0.01768601859218588, "alpha_c_p1w": -0.007780658043529787, "bench_spy_p1w": -0.0076347099273954555, "bench_c_p1w": -0.01754007047605155, "ret_p1m": -0.14719785573322774, "ret_signed_p1m": -0.14719785573322774, "alpha_spy_p1m": -0.1536947450247642, "alpha_c_p1m": -0.1301569407286941, "bench_spy_p1m": 0.006496889291536467, "bench_c_p1m": -0.01704091500453364, "ret_p3m": -0.3703578970251995, "ret_signed_p3m": -0.3703578970251995, "alpha_spy_p3m": -0.2202784338431405, "alpha_c_p3m": -0.24640978790639845, "bench_spy_p3m": -0.150079463182059, "bench_c_p3m": -0.12394810911880105, "ret_p6m": 0.7329507216983311, "ret_signed_p6m": 0.7329507216983311, "alpha_spy_p6m": 0.6911469970376172, "alpha_c_p6m": 0.6439685531461015, "bench_spy_p6m": 0.041803724660713915, "bench_c_p6m": 0.08898216855222962, "ret_p1y": 1.8646183683334803, "ret_signed_p1y": 1.8646183683334803, "alpha_spy_p1y": 1.706679343849607, "alpha_c_p1y": 1.694171299325181, "bench_spy_p1y": 0.1579390244838732, "bench_c_p1y": 0.1704470690082993, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14719785573322774, "alpha_spy_stated": -0.1536947450247642, "alpha_c_stated": -0.1301569407286941, "price_path": [-0.6226, -0.6199, -0.6128, -0.63, -0.6388, -0.6144, -0.6202, -0.6013, -0.5594, -0.5456, -0.5439, -0.501, -0.5051, -0.3643, -0.4139, -0.3585, -0.3488, -0.3079, -0.3187, -0.2434, -0.2147, -0.1877, -0.1411, -0.1334, -0.1334, -0.079, -0.1845, -0.2232, -0.2198, -0.1924, -0.1668, -0.2154, -0.2286, -0.2117, -0.2377, -0.1756, -0.1256, -0.1097, -0.2262, -0.2161, -0.1604, -0.1361, -0.102, -0.102, -0.0398, -0.081, -0.1114, -0.1401, -0.1401, -0.1573, -0.0297, -0.0277, -0.0564, -0.0763, -0.0763, -0.0915, -0.1928, -0.1843, -0.1604, -0.1681, -0.1897, -0.1897, 0.0557, 0.0, 0.0658, 0.025, -0.0064, -0.0216, -0.0253, -0.0368, -0.0192, -0.0419, -0.0317, -0.0344, -0.0655, -0.0746, 0.0331, -0.0473, -0.0675, -0.0446, -0.054, -0.054, -0.0635, -0.1246, -0.1472, -0.2049, -0.2407, -0.3153, -0.2826, -0.3305, -0.3082, -0.37, -0.3587, -0.3113, -0.37, -0.3653, -0.422, -0.398, -0.3778, -0.4068, -0.365, -0.3552, -0.393, -0.366, -0.3744, -0.3606, -0.3177, -0.3157, -0.3437, -0.3781, -0.3714, -0.3964, -0.3872, -0.3471, -0.396, -0.4473, -0.4085, -0.42, -0.3049, -0.3373, -0.3373, -0.3542, -0.2887, -0.3256, -0.3336, -0.3336, -0.3704, -0.3572, -0.315, -0.2613, -0.2444, -0.2346, -0.2438, -0.2643, -0.2532, -0.2238, -0.2411, -0.2448, -0.2475, -0.2201, -0.3076, -0.2822, -0.263, -0.1853, -0.1485, -0.1367, -0.129, -0.1222, -0.1502, -0.1283, -0.1418, -0.1418, -0.029, -0.0233, -0.0766, -0.0955, -0.102, -0.0979, -0.0915, -0.107, -0.0236, 0.0007, -0.0827, -0.0763, -0.1087, -0.1421, -0.1036, -0.108, -0.0598, -0.0598, 0.0142, 0.1067, 0.1296, 0.0922, 0.2201, 0.1945, 0.2076, 0.159, 0.2046, 0.2039, 0.2039, 0.3126, 0.3079, 0.3214, 0.3201, 0.3177, 0.4588, 0.5057, 0.6101, 0.733]}
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{"unit_id": "orig:1937962662056321416", "ticker_idx": 0, "ts": "2025-06-25T19:54:38+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my $hood position is over $1m by end of year", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds HOOD long, hopes position grows past $1M by year-end.", "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": "@investinsights4 Hopefully my $hood position is over $1m by end of year 😊", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008942572371837265, "ret_signed_m1d": -0.008942572371837265, "alpha_spy_m1d": -0.008382501804978792, "alpha_c_m1d": -0.012249362368217387, "bench_spy_m1d": -0.0005600705668584727, "bench_c_m1d": 0.0033067899963801217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02138968752950343, "ret_signed_p1d": 0.02138968752950343, "alpha_spy_p1d": 0.013565877801433368, "alpha_c_p1d": 0.013998088060108937, "bench_spy_p1d": 0.007823809728070064, "bench_c_p1d": 0.007391599469394494, "ret_p1w": 0.18404837893575343, "ret_signed_p1w": 0.18404837893575343, "alpha_spy_p1w": 0.16209229131428882, "alpha_c_p1w": 0.16051210295819174, "bench_spy_p1w": 0.021956087621464615, "bench_c_p1w": 0.023536275977561694, "ret_p1m": 0.23178248102931454, "ret_signed_p1m": 0.23178248102931454, "alpha_spy_p1m": 0.18681613303704037, "alpha_c_p1m": 0.19949312801298014, "bench_spy_p1m": 0.04496634799227417, "bench_c_p1m": 0.0322893530163344, "ret_p3m": 0.5092447056150868, "ret_signed_p3m": 0.5092447056150868, "alpha_spy_p3m": 0.4078336123959658, "alpha_c_p3m": 0.45540764165638503, "bench_spy_p3m": 0.101411093219121, "bench_c_p3m": 0.0538370639587018, "ret_p6m": 0.41583085996506797, "ret_signed_p6m": 0.41583085996506797, "alpha_spy_p6m": 0.29851406758576826, "alpha_c_p6m": 0.35145538090852346, "bench_spy_p6m": 0.1173167923792997, "bench_c_p6m": 0.0643754790565445, "ret_p1y": 0.12616317149735656, "ret_signed_p1y": 0.12616317149735656, "alpha_spy_p1y": -0.10595182369579459, "alpha_c_p1y": 0.0761984969724796, "bench_spy_p1y": 0.23211499519315115, "bench_c_p1y": 0.04996467452487696, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23178248102931454, "alpha_spy_stated": 0.18681613303704037, "alpha_c_stated": 0.19949312801298014, "price_path": [-0.4934, -0.497, -0.4905, -0.4842, -0.5376, -0.583, -0.5721, -0.5871, -0.4899, -0.5105, -0.4721, -0.4666, -0.4673, -0.5086, -0.5024, -0.5024, -0.5184, -0.4914, -0.4603, -0.4181, -0.4024, -0.4087, -0.4034, -0.4065, -0.4366, -0.4128, -0.4193, -0.4116, -0.3959, -0.3466, -0.3396, -0.306, -0.2439, -0.2581, -0.2667, -0.2537, -0.2233, -0.2156, -0.2283, -0.2173, -0.2366, -0.2366, -0.2022, -0.2128, -0.2272, -0.2006, -0.1785, -0.1333, -0.1266, -0.1237, -0.0951, -0.113, -0.1237, -0.0951, -0.1077, -0.1227, -0.0725, -0.0943, -0.0532, -0.0532, -0.0514, -0.0773, -0.0089, 0.0, 0.0214, 0.0034, 0.1315, 0.1158, 0.184, 0.1408, 0.1408, 0.1294, 0.103, 0.1425, 0.1927, 0.1884, 0.208, 0.2029, 0.2477, 0.2743, 0.3262, 0.2609, 0.2308, 0.2336, 0.2318, 0.2671, 0.2903, 0.2486, 0.2822, 0.2453, 0.2073, 0.2854, 0.2744, 0.2767, 0.3442, 0.3853, 0.3731, 0.3787, 0.3126, 0.3379, 0.3797, 0.39, 0.2991, 0.273, 0.2846, 0.3211, 0.3044, 0.3148, 0.2437, 0.2531, 0.2572, 0.2572, 0.2186, 0.2184, 0.2436, 0.2236, 0.4173, 0.432, 0.4195, 0.423, 0.3901, 0.3877, 0.4185, 0.4337, 0.4611, 0.5079, 0.5092, 0.5251, 0.5323, 0.4822, 0.4717, 0.6522, 0.7303, 0.6815, 0.7607, 0.7966, 0.7433, 0.7523, 0.8232, 0.8424, 0.6793, 0.7001, 0.6308, 0.6211, 0.5884, 0.5699, 0.6411, 0.5932, 0.5374, 0.6233, 0.6893, 0.7627, 0.7674, 0.7498, 0.6685, 0.7738, 0.7774, 0.6532, 0.7218, 0.5357, 0.5753, 0.6421, 0.5943, 0.607, 0.4686, 0.4804, 0.4015, 0.3813, 0.4279, 0.2835, 0.2967, 0.3894, 0.3966, 0.5492, 0.5492, 0.5527, 0.4893, 0.5221, 0.615, 0.6566, 0.5946, 0.6487, 0.64, 0.6394, 0.491, 0.4441, 0.3929, 0.4429, 0.3994, 0.4158]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 0, "ts": "2025-01-17T17:34:26+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "locked and loaded for Jan 20, Trump's Inauguration. ✅ EV/AI $TSLA", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029730346250366302, "ret_signed_m1d": -0.029730346250366302, "alpha_spy_m1d": -0.019790242638839328, "alpha_c_m1d": -0.01590086431208293, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.013829481938283372, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.04670577591496927, "ret_signed_p1w": -0.04670577591496927, "alpha_spy_p1w": -0.06409241262928622, "alpha_c_p1w": -0.05015220860702996, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.003446432692060686, "ret_p1m": -0.16567410002839245, "ret_signed_p1m": -0.16567410002839245, "alpha_spy_p1m": -0.1859558258123043, "alpha_c_p1m": -0.15598911451987207, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": -0.009684985508520372, "ret_p3m": -0.4336459482959958, "ret_signed_p3m": -0.4336459482959958, "alpha_spy_p3m": -0.315939925122817, "alpha_c_p3m": -0.23962771073199618, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.1940182375639996, "ret_p6m": -0.2569753953189112, "ret_signed_p6m": -0.2569753953189112, "alpha_spy_p6m": -0.3087879113952364, "alpha_c_p6m": -0.23130397496515231, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": -0.02567142035375891, "ret_p1y": 0.015146521582832584, "ret_signed_p1y": 0.015146521582832584, "alpha_spy_p1y": -0.15613433613145578, "alpha_c_p1y": -0.05035808075037895, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.06550460233321154, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16567410002839245, "alpha_spy_stated": -0.1859558258123043, "alpha_c_stated": -0.15598911451987207, "price_path": [-0.4889, -0.4991, -0.3893, -0.3688, -0.3845, -0.3915, -0.3961, -0.4142, -0.4162, -0.4306, -0.4105, -0.3235, -0.3038, -0.2468, -0.1794, -0.2298, -0.2257, -0.2704, -0.248, -0.2058, -0.1887, -0.1981, -0.2037, -0.1734, -0.2061, -0.207, -0.2195, -0.2195, -0.1907, -0.1627, -0.176, -0.1608, -0.1337, -0.0874, -0.0861, -0.0598, -0.0041, -0.0197, 0.0228, 0.0856, 0.1251, 0.032, 0.0227, -0.0128, 0.0096, 0.0839, 0.0839, 0.0648, 0.0121, -0.0213, -0.0531, -0.0531, -0.1107, -0.0377, -0.0362, -0.0754, -0.074, -0.074, -0.0745, -0.0544, -0.0707, 0.004, -0.0297, 0.0, 0.0, -0.0057, -0.0267, -0.0331, -0.0467, -0.0688, -0.0666, -0.0877, -0.0615, -0.0513, -0.1004, -0.0804, -0.1133, -0.1223, -0.1521, -0.1777, -0.2298, -0.211, -0.1654, -0.1657, -0.1657, -0.1697, -0.1546, -0.1691, -0.208, -0.225, -0.29, -0.3182, -0.3389, -0.3131, -0.3326, -0.3622, -0.3456, -0.3823, -0.3841, -0.4791, -0.4594, -0.4183, -0.4357, -0.4139, -0.4419, -0.4717, -0.447, -0.446, -0.4169, -0.3473, -0.3244, -0.3621, -0.3596, -0.3821, -0.3924, -0.3706, -0.337, -0.3733, -0.4386, -0.453, -0.4798, -0.3618, -0.4082, -0.4084, -0.4083, -0.4042, -0.4336, -0.4341, -0.4341, -0.4666, -0.442, -0.4121, -0.3915, -0.3319, -0.3297, -0.3153, -0.3384, -0.3423, -0.3266, -0.3429, -0.3544, -0.3524, -0.3322, -0.3007, -0.2535, -0.2167, -0.1848, -0.1962, -0.1794, -0.1979, -0.1939, -0.2154, -0.2004, -0.2044, -0.2044, -0.1491, -0.1632, -0.1596, -0.1877, -0.1965, -0.1928, -0.2215, -0.3325, -0.308, -0.2765, -0.2354, -0.2346, -0.2518, -0.2373, -0.2283, -0.2583, -0.2449, -0.2449, -0.2446, -0.1825, -0.2017, -0.232, -0.2362, -0.2412, -0.2552, -0.2949, -0.2599, -0.2606, -0.2606, -0.3108, -0.3017, -0.3063, -0.2735, -0.2649, -0.257]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 1, "ts": "2025-01-17T17:34:26+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 $RKLB", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026666641235351562, "ret_signed_m1d": 0.026666641235351562, "alpha_spy_m1d": 0.036606744846878536, "alpha_c_m1d": 0.03261925333604987, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.005952612100698307, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.2650000254313152, "ret_signed_p1w": 0.2650000254313152, "alpha_spy_p1w": 0.24761338871699823, "alpha_c_p1w": 0.24089833014870177, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.02410169528261341, "ret_p1m": 0.16750001907348633, "ret_signed_p1m": 0.16750001907348633, "alpha_spy_p1m": 0.14721829328957448, "alpha_c_p1m": 0.16895196378986155, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": -0.0014519447163752197, "ret_p3m": -0.16770831743876136, "ret_signed_p3m": -0.16770831743876136, "alpha_spy_p3m": -0.05000229426558256, "alpha_c_p3m": -0.0751697577065098, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.09253855973225156, "ret_p6m": 0.8004166285196941, "ret_signed_p6m": 0.8004166285196941, "alpha_spy_p6m": 0.7486041124433689, "alpha_c_p6m": 0.6974409884990314, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.10297564002066273, "ret_p1y": 2.584583282470703, "ret_signed_p1y": 2.584583282470703, "alpha_spy_p1y": 2.4133024247564148, "alpha_c_p1y": 2.392231651307558, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.19235163116314524, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16750001907348633, "alpha_spy_stated": 0.14721829328957448, "alpha_c_stated": 0.16895196378986155, "price_path": [-0.535, -0.5454, -0.5338, -0.5342, -0.5308, -0.5221, -0.5433, -0.5542, -0.5242, -0.5312, -0.5079, -0.4562, -0.4392, -0.4371, -0.3842, -0.3892, -0.2154, -0.2767, -0.2083, -0.1962, -0.1458, -0.1592, -0.0663, -0.0308, 0.0025, 0.06, 0.0696, 0.0696, 0.1367, 0.0065, -0.0412, -0.0371, -0.0033, 0.0283, -0.0317, -0.0479, -0.0271, -0.0592, 0.0175, 0.0792, 0.0988, -0.045, -0.0325, 0.0363, 0.0663, 0.1083, 0.1083, 0.185, 0.1342, 0.0967, 0.0612, 0.0612, 0.04, 0.1975, 0.2, 0.1646, 0.14, 0.14, 0.1212, -0.0038, 0.0067, 0.0363, 0.0267, 0.0, 0.0, 0.3029, 0.2342, 0.3154, 0.265, 0.2263, 0.2075, 0.2029, 0.1888, 0.2104, 0.1825, 0.195, 0.1917, 0.1533, 0.1421, 0.275, 0.1758, 0.1508, 0.1792, 0.1675, 0.1675, 0.1558, 0.0804, 0.0525, -0.0188, -0.0629, -0.155, -0.1146, -0.1738, -0.1463, -0.2225, -0.2085, -0.15, -0.2225, -0.2167, -0.2867, -0.2571, -0.2321, -0.2679, -0.2163, -0.2042, -0.2508, -0.2175, -0.2279, -0.2108, -0.1579, -0.1554, -0.19, -0.2325, -0.2242, -0.255, -0.2438, -0.1942, -0.2546, -0.3179, -0.27, -0.2842, -0.1421, -0.1821, -0.1821, -0.2029, -0.1221, -0.1677, -0.1775, -0.1775, -0.2229, -0.2067, -0.1546, -0.0883, -0.0675, -0.0554, -0.0667, -0.0921, -0.0783, -0.0421, -0.0633, -0.0679, -0.0712, -0.0375, -0.1454, -0.1142, -0.0904, 0.0054, 0.0508, 0.0654, 0.075, 0.0833, 0.0488, 0.0758, 0.0592, 0.0592, 0.1983, 0.2054, 0.1396, 0.1163, 0.1083, 0.1133, 0.1212, 0.1021, 0.205, 0.235, 0.1321, 0.14, 0.1, 0.0587, 0.1062, 0.1008, 0.1604, 0.1604, 0.2517, 0.3658, 0.3942, 0.3479, 0.5058, 0.4742, 0.4904, 0.4304, 0.4867, 0.4858, 0.4858, 0.62, 0.6142, 0.6308, 0.6292, 0.6262, 0.8004]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 2, "ts": "2025-01-17T17:34:26+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "✅ Fintech/Bitcoin $HOOD", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042990646505206564, "ret_signed_m1d": -0.042990646505206564, "alpha_spy_m1d": -0.03305054289367959, "alpha_c_m1d": -0.03462931429972438, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.008361332205482186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06168218716274798, "ret_signed_p1w": 0.06168218716274798, "alpha_spy_p1w": 0.04429555044843103, "alpha_c_p1w": 0.04933886505588858, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.0123433221068594, "ret_p1m": 0.3557631715590124, "ret_signed_p1m": 0.3557631715590124, "alpha_spy_p1m": 0.33548144577510053, "alpha_c_p1m": 0.3245067760377238, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": 0.03125639552128856, "ret_p3m": -0.15555558548510506, "ret_signed_p3m": -0.15555558548510506, "alpha_spy_p3m": -0.037849562311926266, "alpha_c_p3m": -0.08525916105868159, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.07029642442642348, "ret_p6m": 1.0760123762560574, "ret_signed_p6m": 1.0760123762560574, "alpha_spy_p6m": 1.0241998601797322, "alpha_c_p6m": 1.0224262669380115, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.05358610931804586, "ret_p1y": 1.5275180289004306, "ret_signed_p1y": 1.5275180289004306, "alpha_spy_p1y": 1.3562371711861423, "alpha_c_p1y": 1.3890548522295214, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.13846317667090924, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3557631715590124, "alpha_spy_stated": 0.33548144577510053, "alpha_c_stated": 0.3245067760377238, "price_path": [-0.4307, -0.4455, -0.4347, -0.438, -0.421, -0.4179, -0.4141, -0.5121, -0.5022, -0.4949, -0.4816, -0.3799, -0.3902, -0.3657, -0.3188, -0.3146, -0.3373, -0.3308, -0.3288, -0.2731, -0.2681, -0.2507, -0.2712, -0.2388, -0.2139, -0.2436, -0.2181, -0.2181, -0.2204, -0.2187, -0.1975, -0.1693, -0.1917, -0.1346, -0.1788, -0.2241, -0.2141, -0.1832, -0.1651, -0.1028, -0.1354, -0.2299, -0.2328, -0.2039, -0.2212, -0.178, -0.178, -0.1614, -0.1896, -0.205, -0.2262, -0.2262, -0.1809, -0.1412, -0.113, -0.1576, -0.1524, -0.1524, -0.1676, -0.1778, -0.1327, -0.0538, -0.043, 0.0, 0.0, 0.0384, 0.0417, 0.0459, 0.0617, -0.0085, 0.026, 0.0623, 0.1007, 0.0789, 0.0779, 0.092, 0.1256, 0.1043, 0.1601, 0.1686, 0.1078, 0.1612, 0.325, 0.3558, 0.3558, 0.2552, 0.2301, 0.1643, 0.0717, 0.037, -0.0463, 0.0145, 0.0131, 0.0405, -0.0262, -0.0401, -0.0006, -0.0687, -0.0775, -0.26, -0.2449, -0.1917, -0.2519, -0.185, -0.1273, -0.1672, -0.1111, -0.0933, -0.0787, 0.0044, 0.0, -0.071, -0.0864, -0.1294, -0.1356, -0.1244, -0.1136, -0.2054, -0.2833, -0.2646, -0.2903, -0.1234, -0.1587, -0.0928, -0.0833, -0.0845, -0.1556, -0.1448, -0.1448, -0.1724, -0.1259, -0.0725, 0.0, 0.027, 0.0162, 0.0253, 0.0199, -0.0318, 0.0091, -0.0021, 0.0112, 0.0382, 0.1229, 0.135, 0.1927, 0.2995, 0.275, 0.2602, 0.2827, 0.3348, 0.3481, 0.3263, 0.3452, 0.3119, 0.3119, 0.3711, 0.3529, 0.3281, 0.3738, 0.4118, 0.4895, 0.5009, 0.5059, 0.5551, 0.5244, 0.5059, 0.5551, 0.5335, 0.5078, 0.594, 0.5566, 0.6272, 0.6272, 0.6303, 0.5857, 0.7032, 0.7186, 0.7553, 0.7244, 0.9445, 0.9175, 1.0349, 0.9605, 0.9605, 0.941, 0.8955, 0.9634, 1.0498, 1.0424, 1.076]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 3, "ts": "2025-01-17T17:34:26+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": "✅ Fintech/Bitcoin $BTC", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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 locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04504155628902573, "ret_signed_m1d": -0.04504155628902573, "alpha_spy_m1d": -0.03510145267749876, "alpha_c_m1d": -0.03510145267749876, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.009940103611526974, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02340922139703705, "ret_signed_p1d": -0.02340922139703705, "alpha_spy_p1d": -0.02340922139703705, "alpha_c_p1d": -0.02340922139703705, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.0034217723079876805, "ret_signed_p1w": 0.0034217723079876805, "alpha_spy_p1w": -0.01396486440632927, "alpha_c_p1w": -0.01396486440632927, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.01738663671431695, "ret_p1m": -0.08317525033951856, "ret_signed_p1m": -0.08317525033951856, "alpha_spy_p1m": -0.10345697612343041, "alpha_c_p1m": -0.10345697612343041, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": 0.020281725783911853, "ret_p3m": -0.19555593647542868, "ret_signed_p3m": -0.19555593647542868, "alpha_spy_p3m": -0.07784991330224988, "alpha_c_p3m": -0.07784991330224988, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.1177060231731788, "ret_p6m": 0.14730388378972292, "ret_signed_p6m": 0.14730388378972292, "alpha_spy_p6m": 0.09549136771339772, "alpha_c_p6m": 0.09549136771339772, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.0518125160763252, "ret_p1y": -0.10274553233714312, "ret_signed_p1y": -0.10274553233714312, "alpha_spy_p1y": -0.2740263900514315, "alpha_c_p1y": -0.2740263900514315, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.17128085771428836, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08317525033951856, "alpha_spy_stated": -0.10345697612343041, "alpha_c_stated": -0.10345697612343041, "price_path": [-0.3552, -0.3641, -0.3475, -0.362, -0.3308, -0.3039, -0.3075, -0.3278, -0.3349, -0.3509, -0.336, -0.2759, -0.2734, -0.2672, -0.1509, -0.158, -0.1329, -0.1648, -0.1282, -0.1332, -0.116, -0.0969, -0.057, -0.0523, -0.1087, -0.1194, -0.0814, -0.0843, -0.067, -0.0823, -0.081, -0.0545, -0.0753, -0.0435, -0.0673, -0.0745, -0.0315, -0.0423, -0.0287, 0.015, 0.0161, -0.0423, -0.0667, -0.0642, -0.0936, -0.0554, -0.0494, -0.083, -0.0986, -0.1131, -0.1056, -0.0961, -0.0725, -0.0608, -0.0228, -0.0722, -0.0902, -0.1147, -0.0934, -0.0952, -0.0759, -0.0379, -0.045, 0.0, -0.0234, 0.0161, -0.0077, -0.0048, 0.0034, -0.0227, -0.03, -0.0073, 0.0026, -0.0197, -0.0293, -0.0631, -0.0751, -0.0753, -0.0759, -0.0672, -0.0834, -0.063, -0.075, -0.0666, -0.0832, -0.0854, -0.0749, -0.0587, -0.0798, -0.1249, -0.1505, -0.1926, -0.1891, -0.1923, -0.1761, -0.165, -0.1325, -0.1388, -0.1696, -0.2482, -0.2068, -0.1985, -0.224, -0.1962, -0.1952, -0.2081, -0.1686, -0.1943, -0.1955, -0.1624, -0.1626, -0.1681, -0.1655, -0.1925, -0.2098, -0.1847, -0.2104, -0.2045, -0.1974, -0.2415, -0.2699, -0.2095, -0.2378, -0.2016, -0.1907, -0.199, -0.1956, -0.1873, -0.1916, -0.1622, -0.1055, -0.103, -0.1007, -0.0933, -0.0908, -0.0974, -0.0982, -0.0763, -0.0723, -0.093, -0.0733, -0.0711, -0.0117, -0.0143, -0.0158, -0.0028, -0.0088, -0.0069, -0.0093, 0.011, 0.0223, 0.0499, 0.069, 0.0271, 0.0477, 0.0434, 0.032, 0.0113, -0.0044, 0.0136, 0.0093, 0.0026, -0.0276, -0.0007, 0.0558, 0.0555, 0.0404, 0.014, 0.0156, 0.0223, 0.0013, 0.004, 0.0021, -0.011, 0.0107, 0.0152, 0.0278, 0.0239, 0.0251, 0.0256, 0.0118, 0.0421, 0.0496, 0.0342, 0.0367, 0.043, 0.0657, 0.1103, 0.125, 0.1473]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 4, "ts": "2025-01-17T17:34:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "✅ AI/Semi $MU", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.029787427553185863, "ret_signed_m1d": -0.029787427553185863, "alpha_spy_m1d": -0.01984732394165889, "alpha_c_m1d": -0.006709011804460707, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.023078415748725156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.024208050725767927, "ret_signed_p1w": -0.024208050725767927, "alpha_spy_p1w": -0.041594687440084877, "alpha_c_p1w": -0.036908964395922506, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.012700913670154579, "ret_p1m": -0.0589127159537447, "ret_signed_p1m": -0.0589127159537447, "alpha_spy_p1m": -0.07919444173765655, "alpha_c_p1m": -0.036957273583906325, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": -0.021955442369838374, "ret_p3m": -0.34354362913371717, "ret_signed_p3m": -0.34354362913371717, "alpha_spy_p3m": -0.22583760596053837, "alpha_c_p3m": -0.09610903683581973, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.24743459229789744, "ret_p6m": 0.1241249502345656, "ret_signed_p6m": 0.1241249502345656, "alpha_spy_p6m": 0.0723124341582404, "alpha_c_p6m": 0.01930394675024827, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.10482100348431733, "ret_p1y": 2.2582077665794387, "ret_signed_p1y": 2.2582077665794387, "alpha_spy_p1y": 2.0869269088651503, "alpha_c_p1y": 1.7525886915723796, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.505619075007059, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0589127159537447, "alpha_spy_stated": -0.07919444173765655, "alpha_c_stated": -0.036957273583906325, "price_path": [0.0183, -0.0079, 0.0091, 0.0191, 0.0047, 0.0217, -0.0171, -0.0589, -0.0582, -0.0393, -0.0038, 0.0561, 0.071, 0.0568, 0.0261, -0.0169, -0.0564, -0.0633, -0.0902, -0.0791, -0.077, -0.071, -0.0295, -0.0307, -0.0133, -0.0386, -0.0726, -0.0726, -0.075, -0.0693, -0.0571, -0.0254, -0.0474, -0.0446, -0.029, -0.0735, -0.0361, -0.0722, -0.032, 0.0224, 0.0256, -0.0188, -0.1775, -0.1489, -0.1527, -0.1568, -0.1568, -0.1517, -0.163, -0.1933, -0.2042, -0.2042, -0.1742, -0.1502, -0.0614, -0.0363, -0.06, -0.06, -0.0606, -0.1011, -0.0793, -0.0242, -0.0298, 0.0, 0.0, 0.0343, 0.0329, -0.0086, -0.0242, -0.1384, -0.1655, -0.1583, -0.1253, -0.1372, -0.1497, -0.1427, -0.1149, -0.106, -0.1272, -0.0929, -0.1104, -0.133, -0.0954, -0.0589, -0.0589, 0.0098, -0.0131, -0.0243, -0.0653, -0.0978, -0.1185, -0.076, -0.1317, -0.1146, -0.1438, -0.1376, -0.1079, -0.1558, -0.1209, -0.1765, -0.1579, -0.0956, -0.1028, -0.0469, -0.025, -0.0381, -0.0349, -0.026, -0.1043, -0.0833, -0.1094, -0.1288, -0.138, -0.1637, -0.1773, -0.16, -0.1611, -0.2961, -0.3872, -0.3526, -0.3794, -0.2627, -0.3367, -0.3415, -0.3275, -0.3274, -0.3435, -0.3486, -0.3486, -0.3681, -0.3352, -0.3095, -0.2669, -0.2446, -0.2561, -0.2721, -0.2714, -0.2636, -0.2357, -0.2385, -0.2377, -0.2177, -0.1938, -0.187, -0.1261, -0.0822, -0.0975, -0.0962, -0.0721, -0.0659, -0.0711, -0.0925, -0.1021, -0.1159, -0.1159, -0.0874, -0.0893, -0.0834, -0.1056, -0.0704, -0.0318, -0.0224, 0.0064, 0.0279, 0.0505, 0.0807, 0.0986, 0.1001, 0.0946, 0.1347, 0.1394, 0.1535, 0.1535, 0.1703, 0.1559, 0.2111, 0.2049, 0.193, 0.1813, 0.167, 0.1447, 0.1527, 0.1579, 0.1579, 0.1365, 0.1792, 0.1585, 0.1668, 0.1802, 0.1241]}
{"unit_id": "orig:1880307709171708016", "ticker_idx": 5, "ts": "2025-01-17T17:34:26+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "✅ AI/Semi $AVGO", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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": "original", "lang": "en", "tweet_text": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03381906335434093, "ret_signed_m1d": -0.03381906335434093, "alpha_spy_m1d": -0.023878959742813954, "alpha_c_m1d": -0.010740647605615772, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.023078415748725156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.030576155518996062, "ret_signed_p1w": 0.030576155518996062, "alpha_spy_p1w": 0.013189518804679112, "alpha_c_p1w": 0.017875241848841483, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.012700913670154579, "ret_p1m": -0.018531050678187944, "ret_signed_p1m": -0.018531050678187944, "alpha_spy_p1m": -0.038812776462099796, "alpha_c_p1m": 0.0034243916916504302, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": -0.021955442369838374, "ret_p3m": -0.262389037777888, "ret_signed_p3m": -0.262389037777888, "alpha_spy_p3m": -0.14468301460470923, "alpha_c_p3m": -0.014954445479990586, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.24743459229789744, "ret_p6m": 0.16696676597083449, "ret_signed_p6m": 0.16696676597083449, "alpha_spy_p6m": 0.11515424989450929, "alpha_c_p6m": 0.06214576248651715, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.10482100348431733, "ret_p1y": 0.4609013756926983, "ret_signed_p1y": 0.4609013756926983, "alpha_spy_p1y": 0.28962051797840993, "alpha_c_p1y": -0.04471769931436076, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.505619075007059, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018531050678187944, "alpha_spy_stated": -0.038812776462099796, "alpha_c_stated": 0.0034243916916504302, "price_path": [-0.2465, -0.2712, -0.2803, -0.2733, -0.2775, -0.2471, -0.2581, -0.2869, -0.2905, -0.292, -0.2696, -0.2458, -0.2279, -0.2287, -0.2485, -0.2598, -0.2709, -0.2843, -0.3076, -0.3041, -0.3055, -0.3143, -0.3114, -0.3102, -0.3077, -0.308, -0.3293, -0.3293, -0.3192, -0.3006, -0.2937, -0.2836, -0.284, -0.2459, -0.2484, -0.2783, -0.2305, -0.2412, -0.0558, 0.0501, 0.009, -0.0607, -0.083, -0.0726, -0.0214, 0.0094, 0.0094, 0.0334, 0.0182, -0.0078, -0.0236, -0.0236, -0.023, -0.0206, -0.0043, -0.0371, -0.0342, -0.0342, -0.0553, -0.0512, -0.0537, -0.0398, -0.0338, 0.0, 0.0, 0.0121, 0.0146, 0.012, 0.0306, -0.1487, -0.1267, -0.1309, -0.0917, -0.0681, -0.083, -0.0632, -0.0229, -0.0256, -0.0529, -0.0101, -0.0101, -0.0046, -0.0069, -0.0185, -0.0185, -0.0375, -0.0367, -0.0451, -0.0791, -0.1243, -0.147, -0.1032, -0.1669, -0.1601, -0.2109, -0.2104, -0.1931, -0.2442, -0.1789, -0.2232, -0.1994, -0.182, -0.1941, -0.1765, -0.1808, -0.2054, -0.1763, -0.1951, -0.1904, -0.1921, -0.2047, -0.2427, -0.2735, -0.2856, -0.2927, -0.2881, -0.273, -0.3494, -0.382, -0.3489, -0.3409, -0.2179, -0.2721, -0.2314, -0.2465, -0.2441, -0.2624, -0.2777, -0.2777, -0.2979, -0.2836, -0.2527, -0.2052, -0.1876, -0.1869, -0.1924, -0.1869, -0.1664, -0.1398, -0.1521, -0.1548, -0.1348, -0.1223, -0.1205, -0.064, -0.0182, -0.0194, -0.0173, -0.0343, -0.0257, -0.0213, -0.0295, -0.0262, -0.0338, -0.0338, -0.0045, 0.0114, 0.0222, 0.0226, 0.0506, 0.085, 0.1029, 0.098, 0.0431, 0.0319, 0.0334, 0.0684, 0.0817, 0.0506, 0.065, 0.0534, 0.0614, 0.0614, 0.0585, 0.0745, 0.1169, 0.1206, 0.144, 0.1405, 0.1672, 0.121, 0.1428, 0.1652, 0.1652, 0.161, 0.1509, 0.1767, 0.1661, 0.1618, 0.167]}
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{"unit_id": "orig:1880307709171708016", "ticker_idx": 8, "ts": "2025-01-17T17:34:26+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "✅ Defense & Energy $OKLO $KTOS (small)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long basket of Trump-inauguration plays: TSLA, RKLB, HOOD, BTC, MU, AVGO, JOBY, OKLO, KTOS into Jan 20.", "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": "I'm locked and loaded for Jan 20, Trump's Inauguration.\n\n✅ EV/AI $TSLA\n✅ Rocket $RKLB\n✅ Fintech/Bitcoin $HOOD $BTC\n✅ AI/Semi $MU $AVGO \n✅ Flying cars $JOBY\n✅ Defense &amp; Energy $OKLO $KTOS (small)\n\nAccount $5.3m, up $1m YTD (23%) https://t.co/E2bUhboQIM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00029739208360657354, "ret_signed_m1d": -0.00029739208360657354, "alpha_spy_m1d": 0.0096427115279204, "alpha_c_m1d": 0.005655220017091733, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.005952612100698307, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.015169605961729893, "ret_signed_p1w": 0.015169605961729893, "alpha_spy_p1w": -0.002217030752587057, "alpha_c_p1w": -0.008932089320883518, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.02410169528261341, "ret_p1m": -0.19214751010435271, "ret_signed_p1m": -0.19214751010435271, "alpha_spy_p1m": -0.21242923588826457, "alpha_c_p1m": -0.1906955653879775, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": -0.0014519447163752197, "ret_p3m": -0.01041042490305255, "ret_signed_p3m": -0.01041042490305255, "alpha_spy_p3m": 0.10729559827012625, "alpha_c_p3m": 0.082128134829199, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.09253855973225156, "ret_p6m": 0.5464010508685699, "ret_signed_p6m": 0.5464010508685699, "alpha_spy_p6m": 0.49458853479224474, "alpha_c_p6m": 0.4434254108479072, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.10297564002066273, "ret_p1y": 1.7343843910117016, "ret_signed_p1y": 1.7343843910117016, "alpha_spy_p1y": 1.5631035332974133, "alpha_c_p1y": 1.5420327598485564, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.19235163116314524, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19214751010435271, "alpha_spy_stated": -0.21242923588826457, "alpha_c_stated": -0.1906955653879775, "price_path": [-0.2772, -0.2858, -0.2882, -0.2876, -0.2802, -0.2805, -0.2983, -0.3242, -0.3198, -0.3162, -0.3102, -0.2781, -0.2915, -0.2275, -0.1945, -0.1892, -0.1752, -0.2481, -0.2736, -0.2748, -0.2549, -0.2499, -0.2195, -0.2079, -0.2145, -0.1898, -0.1984, -0.1984, -0.1942, -0.1996, -0.2159, -0.1686, -0.188, -0.1675, -0.1901, -0.1859, -0.1868, -0.2118, -0.2017, -0.1585, -0.1895, -0.2412, -0.2385, -0.2305, -0.2269, -0.207, -0.207, -0.2043, -0.2112, -0.2112, -0.2153, -0.2153, -0.2153, -0.1826, -0.1217, -0.149, -0.1392, -0.1392, -0.1264, -0.0812, -0.0256, 0.0128, -0.0003, 0.0, 0.0, 0.0476, 0.0396, 0.0283, 0.0152, -0.0042, -0.0042, -0.0259, 0.0009, -0.0074, -0.0125, 0.0226, 0.0196, -0.0321, -0.0345, -0.0158, -0.0461, -0.0776, -0.1505, -0.1921, -0.1921, -0.1954, -0.2014, -0.2269, -0.2478, -0.2745, -0.2531, -0.2576, -0.2186, -0.2151, -0.2264, -0.2153, -0.1728, -0.2005, -0.1883, -0.1321, -0.1356, -0.1196, -0.122, -0.0949, -0.0515, -0.0705, -0.0315, -0.0571, -0.0836, -0.0324, -0.0196, -0.0654, -0.064, -0.0874, -0.1169, -0.1285, -0.0732, -0.0952, -0.1725, -0.16, -0.1398, -0.0532, -0.0568, -0.0113, -0.0187, -0.0196, -0.0104, -0.0158, -0.0158, -0.0506, -0.0446, -0.0196, -0.0098, -0.0009, -0.0036, 0.0238, 0.0048, 0.039, 0.0794, 0.0672, 0.0776, 0.0726, 0.0178, -0.0003, 0.0092, 0.0048, -0.0027, 0.0229, 0.0473, 0.0449, 0.0631, 0.0211, 0.047, 0.0711, 0.0711, 0.1338, 0.1104, 0.0836, 0.0973, 0.1315, 0.1627, 0.1927, 0.2005, 0.2037, 0.2073, 0.1689, 0.2017, 0.2267, 0.2421, 0.2258, 0.2858, 0.254, 0.254, 0.2823, 0.2977, 0.2127, 0.2591, 0.2293, 0.3635, 0.3816, 0.2811, 0.2873, 0.3284, 0.3284, 0.3319, 0.3189, 0.3688, 0.3763, 0.5381, 0.5464]}
{"unit_id": "reply:1888028393955836232", "ticker_idx": 0, "ts": "2025-02-08T00:53:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If people fomo into SpaceX, I expect Rocket Lab follows", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB: a SpaceX IPO would drive FOMO into rocket stocks, lifting Rocket Lab.", "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": "reply_other", "lang": "en", "tweet_text": "@aagosh IPO is good for $rklb because we'll have a second public valuation of a rocket company. If people fomo into SpaceX, I expect Rocket Lab follows.", "reply_text": null, "parent_text": "@DeepValueBagger Would your view on $RKLB change if SpaceX does an IPO this year?", "quoted_text": null, "parent_author": "aagosh", "ret_m1d": -0.10424838216634036, "ret_signed_m1d": -0.10424838216634036, "alpha_spy_m1d": -0.09750296681334358, "alpha_c_m1d": -0.09537138080368657, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": -0.008877001362653791, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07777781171390041, "ret_signed_p1d": -0.07777781171390041, "alpha_spy_p1d": -0.07853845554435124, "alpha_c_p1d": -0.07813861980731407, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": 0.00036080809341365594, "ret_p1w": -0.08431372194584719, "ret_signed_p1w": -0.08431372194584719, "alpha_spy_p1w": -0.09233224835982257, "alpha_c_p1w": -0.07702438842068138, "bench_spy_p1w": 0.00801852641397538, "bench_c_p1w": -0.007289333525165809, "ret_p1m": -0.417320271195053, "ret_signed_p1m": -0.417320271195053, "alpha_spy_p1m": -0.33642424487396416, "alpha_c_p1m": -0.3564080091740832, "bench_spy_p1m": -0.08089602632108883, "bench_c_p1m": -0.060912262020969776, "ret_p3m": -0.24509803616021308, "ret_signed_p3m": -0.24509803616021308, "alpha_spy_p3m": -0.18212348052257066, "alpha_c_p3m": -0.22963726907435067, "bench_spy_p3m": -0.06297455563764243, "bench_c_p3m": -0.015460767085862415, "ret_p6m": 0.4624182824226044, "ret_signed_p6m": 0.4624182824226044, "alpha_spy_p6m": 0.41799231038219253, "alpha_c_p6m": 0.36734271248609995, "bench_spy_p6m": 0.044425972040411876, "bench_c_p6m": 0.09507556993650446, "ret_p1y": 1.894444398388278, "ret_signed_p1y": 1.894444398388278, "alpha_spy_p1y": 1.731203211993282, "alpha_c_p1y": 1.6935526244312378, "bench_spy_p1y": 0.16324118639499585, "bench_c_p1y": 0.20089177395704017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.417320271195053, "alpha_spy_stated": -0.33642424487396416, "alpha_c_stated": -0.3564080091740832, "price_path": [-0.3846, -0.4327, -0.3791, -0.3696, -0.3301, -0.3405, -0.2676, -0.2399, -0.2137, -0.1686, -0.1611, -0.1611, -0.1085, -0.2106, -0.248, -0.2448, -0.2183, -0.1935, -0.2405, -0.2533, -0.2369, -0.2621, -0.202, -0.1536, -0.1382, -0.251, -0.2412, -0.1873, -0.1637, -0.1307, -0.1307, -0.0706, -0.1105, -0.1399, -0.1676, -0.1676, -0.1843, -0.0608, -0.0588, -0.0866, -0.1059, -0.1059, -0.1206, -0.2186, -0.2105, -0.1873, -0.1948, -0.2157, -0.2157, 0.0219, -0.032, 0.0317, -0.0078, -0.0382, -0.0529, -0.0565, -0.0676, -0.0507, -0.0725, -0.0627, -0.0654, -0.0954, -0.1042, 0.0, -0.0778, -0.0974, -0.0752, -0.0843, -0.0843, -0.0935, -0.1526, -0.1745, -0.2304, -0.265, -0.3373, -0.3056, -0.352, -0.3304, -0.3902, -0.3792, -0.3333, -0.3902, -0.3856, -0.4405, -0.4173, -0.3977, -0.4258, -0.3853, -0.3758, -0.4124, -0.3863, -0.3944, -0.381, -0.3395, -0.3376, -0.3647, -0.398, -0.3915, -0.4157, -0.4069, -0.368, -0.4154, -0.465, -0.4275, -0.4386, -0.3271, -0.3585, -0.3585, -0.3748, -0.3114, -0.3472, -0.3549, -0.3549, -0.3905, -0.3778, -0.3369, -0.285, -0.2686, -0.2592, -0.268, -0.2879, -0.2771, -0.2487, -0.2654, -0.269, -0.2716, -0.2451, -0.3297, -0.3052, -0.2866, -0.2114, -0.1758, -0.1644, -0.1569, -0.1503, -0.1775, -0.1562, -0.1693, -0.1693, -0.0601, -0.0546, -0.1062, -0.1245, -0.1307, -0.1268, -0.1206, -0.1356, -0.0549, -0.0314, -0.1121, -0.1059, -0.1373, -0.1696, -0.1324, -0.1366, -0.0899, -0.0899, -0.0183, 0.0712, 0.0935, 0.0572, 0.181, 0.1562, 0.169, 0.1219, 0.166, 0.1654, 0.1654, 0.2706, 0.266, 0.2791, 0.2778, 0.2755, 0.4121, 0.4575, 0.5585, 0.6775, 0.6794, 0.5422, 0.532, 0.6062, 0.5729, 0.55, 0.4742, 0.431, 0.5176, 0.5007, 0.4644, 0.4556, 0.4624]}
{"unit_id": "thread:1889783125275742393", "ticker_idx": 0, "ts": "2025-02-12T21:06:22+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the secret is they don't spend money on marketing. Hence it is superior to $sofi. All about screenshot sharing, referrals, bonus rewards. This is top level product leadership", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD on low opex via viral/referral model; explicitly ranks it above SOFI implying SOFI is inferior.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HOOD earnings. Over 1bil revenue https://t.co/ufXsr7hAbM\n\n---\n\nThese guys dont understand why the $hood operating expense is so low. 😂 Psst: the secret is they don't spend money on marketing. Hence it is superior to $sofi. All about screenshot sharing, referrals, bonus rewards. This is top level product leadership. ( i know I'm a product expert)\n\n---\n\n@amitisinvesting fyi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "reply:1932225425536692511", "ticker_idx": 0, "ts": "2025-06-09T23:56:55+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "as a big as they are, it's going to catch up to them soon esp with the new AI wave, and lack of new products", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish AAPL: size, AI wave headwinds, and lack of new products will weigh on it.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BoujeeFinances good timing! It's hard to predict since they have a lot cash and users, but as a big as they are, it's going to catch up to them soon esp with the new AI wave, and lack of new products.", "reply_text": null, "parent_text": "@DeepValueBagger I have trimmed my $AAPL holdings by 90% in 2024. Feels great.", "quoted_text": null, "parent_author": "BoujeeFinances", "ret_m1d": -0.006019488733489342, "ret_signed_m1d": 0.006019488733489342, "alpha_spy_m1d": 0.00038183744970543554, "alpha_c_m1d": 0.0004563365429570698, "bench_spy_m1d": -0.0056376512837839066, "bench_c_m1d": -0.005563152190532272, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019193715350202756, "ret_signed_p1d": 0.019193715350202756, "alpha_spy_p1d": 0.016341842964821107, "alpha_c_p1d": 0.016993331265302225, "bench_spy_p1d": -0.0028518723853816486, "bench_c_p1d": -0.0022003840849005307, "ret_p1w": -0.03468689187468044, "ret_signed_p1w": 0.03468689187468044, "alpha_spy_p1w": 0.025484297479531293, "alpha_c_p1w": 0.03655520268888324, "bench_spy_p1w": -0.009202594395149144, "bench_c_p1w": 0.0018683108142028004, "ret_p1m": 0.041792195511688, "ret_signed_p1m": -0.041792195511688, "alpha_spy_p1m": -0.003944950696691318, "alpha_c_p1m": 0.030393427705834197, "bench_spy_p1m": 0.03784724481499668, "bench_c_p1m": 0.0721856232175222, "ret_p3m": 0.1840037128595935, "ret_signed_p3m": -0.1840037128595935, "alpha_spy_p3m": -0.1076068259859857, "alpha_c_p3m": -0.09090104564019419, "bench_spy_p3m": 0.0763968868736078, "bench_c_p3m": 0.0931026672193993, "ret_p6m": 0.40498477100190144, "ret_signed_p6m": -0.40498477100190144, "alpha_spy_p6m": -0.26448356479576396, "alpha_c_p6m": -0.19751214009687668, "bench_spy_p6m": 0.14050120620613749, "bench_c_p6m": 0.20747263090502477, "ret_p1y": 0.5480822498175506, "ret_signed_p1y": -0.5480822498175506, "alpha_spy_p1y": -0.2824949116875817, "alpha_c_p1y": 0.01224342692844771, "bench_spy_p1y": 0.26558733812996893, "bench_c_p1y": 0.5603256767459983, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.041792195511688, "alpha_spy_stated": -0.003944950696691318, "alpha_c_stated": 0.030393427705834197, "price_path": [0.0332, 0.052, 0.0545, 0.0481, 0.0606, 0.055, 0.0756, 0.0877, 0.1026, 0.0916, 0.1031, 0.0737, 0.0946, 0.0998, 0.1033, 0.0013, -0.0717, -0.1058, -0.1504, -0.0201, -0.0617, -0.0236, -0.002, -0.0039, -0.0427, -0.0293, -0.0293, -0.0482, -0.0157, 0.0082, 0.0268, 0.0313, 0.0355, 0.0408, 0.0471, 0.0512, 0.0119, -0.0199, -0.0218, -0.0329, -0.0268, -0.0217, 0.0401, 0.0506, 0.0477, 0.0433, 0.0424, 0.0301, 0.0207, -0.0029, -0.0065, -0.0365, -0.0365, -0.0121, -0.0111, -0.0134, -0.009, -0.0048, 0.003, 0.0007, -0.0101, 0.0062, -0.006, 0.0, -0.0192, -0.0171, -0.0307, -0.021, -0.0347, -0.03, -0.03, -0.0082, -0.0058, -0.0117, -0.0055, -0.0082, -0.0078, 0.0123, 0.0254, 0.0482, 0.0537, 0.0537, 0.0359, 0.0362, 0.0418, 0.0481, 0.0419, 0.0294, 0.0318, 0.037, 0.0363, 0.042, 0.0484, 0.0579, 0.0566, 0.0547, 0.0553, 0.0562, 0.0424, 0.0315, 0.0242, -0.0014, 0.0034, 0.0012, 0.0522, 0.0857, 0.1316, 0.1222, 0.1344, 0.1526, 0.1499, 0.144, 0.1405, 0.1389, 0.1164, 0.1109, 0.1251, 0.1221, 0.1327, 0.1386, 0.1488, 0.1467, 0.1467, 0.1348, 0.178, 0.1844, 0.184, 0.1751, 0.1576, 0.1203, 0.1363, 0.1562, 0.1692, 0.1764, 0.1805, 0.1751, 0.2127, 0.265, 0.2568, 0.2463, 0.2689, 0.2619, 0.2568, 0.2578, 0.2619, 0.2702, 0.2745, 0.268, 0.2669, 0.2747, 0.2549, 0.2116, 0.2234, 0.2239, 0.2317, 0.2223, 0.2462, 0.2954, 0.298, 0.2767, 0.2823, 0.2983, 0.3278, 0.3288, 0.3322, 0.3406, 0.3356, 0.329, 0.3339, 0.3344, 0.3326, 0.3262, 0.3322, 0.361, 0.3522, 0.3496, 0.3469, 0.3225, 0.3224, 0.3279, 0.3165, 0.3424, 0.3643, 0.3695, 0.3724, 0.3724, 0.3788, 0.3998, 0.4151, 0.405]}
{"unit_id": "reply:1890000705110569008", "ticker_idx": 0, "ts": "2025-02-13T11:30:57+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$400 is very reasonable to be deep itm by then", "tweet_type": "prediction", "timeline": "months", "summary": "TSLA $400 call seen as very reasonable to be deep in the money by Sept 2025; bullish.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ShrimpTeslaLong @sept $400 is very reasonable to be deep itm by then.", "reply_text": null, "parent_text": "Last few days, I bought $TSLA shares and a LEAP call $400 @Sept’25.\n\nI don’t know what the future holds. But I damn sure know I am investing in the greatest company doing great things for humanity. \n\nThank you, Tesla team!! 🇺🇸🇺🇸🇺🇸", "quoted_text": null, "parent_author": "ShrimpTeslaLong", "ret_m1d": -0.05458783093361286, "ret_signed_m1d": -0.05458783093361286, "alpha_spy_m1d": -0.044140423359076864, "alpha_c_m1d": -0.03979253171838115, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.014795299215231705, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0002809633725618932, "ret_signed_p1d": -0.0002809633725618932, "alpha_spy_p1d": -0.00023168458894151645, "alpha_c_p1d": 0.00015940774488998333, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": -0.0004403711174518765, "ret_p1w": -0.004326595871098737, "ret_signed_p1w": -0.004326595871098737, "alpha_spy_p1w": -0.005392605921730631, "alpha_c_p1w": 0.008046934368182934, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.012373530239281672, "ret_p1m": -0.29769063883543123, "ret_signed_p1m": -0.29769063883543123, "alpha_spy_p1m": -0.2207384582950731, "alpha_c_p1m": -0.1638288420164865, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.13386179681894472, "ret_p3m": -0.06144292568180132, "ret_signed_p3m": -0.06144292568180132, "alpha_spy_p3m": -0.02679708995792096, "alpha_c_p3m": -0.012004599581953657, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.04943832609984766, "ret_p6m": -0.07386078654997386, "ret_signed_p6m": -0.07386078654997386, "alpha_spy_p6m": -0.12512293939545205, "alpha_c_p6m": -0.06405470429814786, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": -0.009806082251825998, "ret_p1y": 0.18505926466646816, "ret_signed_p1y": 0.18505926466646816, "alpha_spy_p1y": 0.031144823834556856, "alpha_c_p1y": 0.1016134967574247, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.08344576790904346, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29769063883543123, "alpha_spy_stated": -0.2207384582950731, "alpha_c_stated": -0.1638288420164865, "price_path": [-0.0483, -0.0279, -0.0391, -0.0458, -0.0095, -0.0487, -0.0498, -0.0648, -0.0648, -0.0303, 0.0032, -0.0127, 0.0056, 0.0381, 0.0935, 0.0951, 0.1266, 0.1934, 0.1746, 0.2256, 0.3008, 0.3481, 0.2365, 0.2254, 0.183, 0.2098, 0.2988, 0.2988, 0.2759, 0.2127, 0.1727, 0.1346, 0.1346, 0.0656, 0.1531, 0.1548, 0.1079, 0.1096, 0.1096, 0.109, 0.1331, 0.1136, 0.2031, 0.1626, 0.1982, 0.1982, 0.1914, 0.1662, 0.1586, 0.1423, 0.1158, 0.1184, 0.0932, 0.1246, 0.1367, 0.0779, 0.1019, 0.0625, 0.0516, 0.016, -0.0146, -0.0771, -0.0546, 0.0, -0.0003, -0.0003, -0.0051, 0.013, -0.0043, -0.051, -0.0714, -0.1493, -0.183, -0.2079, -0.1769, -0.2003, -0.2357, -0.2159, -0.2598, -0.262, -0.3759, -0.3522, -0.303, -0.3238, -0.2977, -0.3313, -0.367, -0.3374, -0.3362, -0.3013, -0.2179, -0.1905, -0.2357, -0.2327, -0.2596, -0.2719, -0.2458, -0.2056, -0.2491, -0.3273, -0.3446, -0.3767, -0.2353, -0.2909, -0.2911, -0.291, -0.2861, -0.3214, -0.3219, -0.3219, -0.3608, -0.3314, -0.2956, -0.2709, -0.1994, -0.1968, -0.1796, -0.2073, -0.2119, -0.1931, -0.2126, -0.2264, -0.224, -0.1998, -0.162, -0.1055, -0.0614, -0.0232, -0.0369, -0.0167, -0.0389, -0.0341, -0.0599, -0.0419, -0.0466, -0.0466, 0.0195, 0.0027, 0.007, -0.0266, -0.0372, -0.0328, -0.0671, -0.2001, -0.1708, -0.1331, -0.0839, -0.0829, -0.1035, -0.0861, -0.0753, -0.1112, -0.0952, -0.0952, -0.0949, -0.0204, -0.0435, -0.0798, -0.0847, -0.0908, -0.1075, -0.1552, -0.1132, -0.114, -0.114, -0.1742, -0.1633, -0.1687, -0.1294, -0.1192, -0.1097, -0.1269, -0.0963, -0.1026, -0.0739, -0.0771, -0.0669, -0.0657, -0.1423, -0.112, -0.0853, -0.0976, -0.1037, -0.1339, -0.1498, -0.1311, -0.1327, -0.1012, -0.0946, -0.0739]}
{"unit_id": "reply:1933552165655884111", "ticker_idx": 0, "ts": "2025-06-13T15:48:54+00:00", "symbol": "AIRO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This stock is hot. Good reason to. CEO from stanford, proven track record growing multi billion dollar company, company founded in 2005.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on AIRO IPO: strong CEO pedigree, proven track record, established company.", "resolved_tickers": ["AIRO"], "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": "@optionscjp I got 1 share assigned @ $10 on Robinhood. This stock is hot. Good reason to. CEO from stanford, proven track record growing multi billion dollar company, company founded in 2005.", "reply_text": null, "parent_text": "$AIRO IPO today and can’t do anything on Fidelity or Robinhood\n\nNot sure what brokerage you need to have to buy.. oh well.. was trying to buy at $14 https://t.co/N8imrQhvvD", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": null, "ret_signed_m1d": null, "alpha_spy_m1d": null, "alpha_c_m1d": null, "bench_spy_m1d": 0.011306466759462452, "bench_c_m1d": 0.008482295875329893, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.29166666666666674, "ret_signed_p1d": 0.29166666666666674, "alpha_spy_p1d": 0.282152530498891, "alpha_c_p1d": 0.28479667209824, "bench_spy_p1d": 0.009514136167775744, "bench_c_p1d": 0.0068699945684267405, "ret_p1w": -0.07333334287007653, "ret_signed_p1w": -0.07333334287007653, "alpha_spy_p1w": -0.0717199550480132, "alpha_c_p1w": -0.07137056490404958, "bench_spy_p1w": -0.001613387822063328, "bench_c_p1w": -0.0019627779660269518, "ret_p1m": 0.17833336194356275, "ret_signed_p1m": 0.17833336194356275, "alpha_spy_p1m": 0.12865663045454956, "alpha_c_p1m": 0.11650645372584689, "bench_spy_p1m": 0.04967673148901319, "bench_c_p1m": 0.06182690821771586, "ret_p3m": -0.19083333015441895, "ret_signed_p3m": -0.19083333015441895, "alpha_spy_p3m": -0.2865421042181262, "alpha_c_p3m": -0.2551213995811825, "bench_spy_p3m": 0.09570877406370726, "bench_c_p3m": 0.06428806942676357, "ret_p6m": -0.5954166650772095, "ret_signed_p6m": -0.5954166650772095, "alpha_spy_p6m": -0.7470949222451322, "alpha_c_p6m": -0.6854951435933707, "bench_spy_p6m": 0.15167825716792271, "bench_c_p6m": 0.09007847851616124, "ret_p1y": -0.6058333317438762, "ret_signed_p1y": -0.6058333317438762, "alpha_spy_p1y": -0.892730117844647, "alpha_c_p1y": -0.8433907582953792, "bench_spy_p1y": 0.28689678610077074, "bench_c_p1y": 0.23755742655150303, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17833336194356275, "alpha_spy_stated": 0.12865663045454956, "alpha_c_stated": 0.11650645372584689, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.0, 0.2917, 0.24, 0.0942, 0.0942, -0.0733, 0.1208, 0.0113, -0.0875, 0.0525, -0.0279, 0.0029, -0.0731, -0.0992, -0.0875, -0.0875, -0.1129, -0.0971, -0.105, -0.075, 0.2, 0.1783, 0.1442, 0.0854, 0.0954, 0.0404, -0.0463, -0.0067, -0.0375, -0.0221, -0.045, -0.0892, -0.1263, -0.12, -0.1158, -0.1617, -0.0492, -0.0858, -0.14, -0.135, -0.1463, -0.15, -0.1283, -0.0942, -0.0442, -0.0787, 0.0029, -0.045, -0.0817, -0.0296, 0.0183, -0.0319, -0.0196, 0.0038, 0.0746, -0.0188, -0.0188, -0.1438, -0.1492, -0.1333, -0.1275, -0.1458, -0.2021, -0.1908, -0.1725, -0.1608, -0.1583, -0.1738, -0.2037, -0.1713, -0.1862, -0.1604, -0.1808, -0.1946, -0.2125, -0.205, -0.2075, -0.2, -0.1862, -0.1758, -0.1913, -0.1804, -0.1673, -0.1738, -0.205, -0.2438, -0.2271, -0.1633, -0.1871, -0.2167, -0.2708, -0.2387, -0.2508, -0.2875, -0.2812, -0.2717, -0.2779, -0.2992, -0.3, -0.3187, -0.3183, -0.3217, -0.4054, -0.4085, -0.4533, -0.4387, -0.425, -0.4321, -0.4429, -0.4688, -0.5792, -0.5696, -0.5892, -0.6304, -0.6725, -0.6671, -0.6721, -0.6733, -0.6567, -0.6567, -0.6396, -0.6588, -0.655, -0.6354, -0.6004, -0.605, -0.5954]}
{"unit_id": "reply:1889790161686327459", "ticker_idx": 0, "ts": "2025-02-12T21:34:19+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My calls will print. The live earnings was the biggest tipoff", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish HOOD; bought calls and cites live earnings as the catalyst.", "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": "reply_other", "lang": "en", "tweet_text": "@aletechview My calls will print. The live earnings was the biggest tipoff", "reply_text": null, "parent_text": "$HOOD lol 🔥 https://t.co/3C785AWc9y", "quoted_text": null, "parent_author": "aletechview", "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "reply:1888784911051505750", "ticker_idx": 0, "ts": "2025-02-10T02:59:49+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$40-$50. I will be shorting.", "tweet_type": "prediction", "timeline": "days", "summary": "Plans to short ASTS if it rises $40-$50 as parent suggests.", "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": "reply_other", "lang": "en", "tweet_text": "@thekookreport $40-$50. I will be shorting.", "reply_text": null, "parent_text": "If this is “right,” $ASTS should be up about $40-50 tomorrow.  As Tut says, we are so early", "quoted_text": null, "parent_author": "thekookreport", "ret_m1d": -0.14868334141026696, "ret_signed_m1d": 0.14868334141026696, "alpha_spy_m1d": 0.14193792605727018, "alpha_c_m1d": 0.14193792605727018, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": -0.006745415352996775, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08798971820240287, "ret_signed_p1d": 0.08798971820240287, "alpha_spy_p1d": 0.08875036203285369, "alpha_c_p1d": 0.08875036203285369, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": 0.0007606438304508245, "ret_p1w": 0.030828487581530784, "ret_signed_p1w": -0.030828487581530784, "alpha_spy_p1w": -0.022809961167555404, "alpha_c_p1w": -0.022809961167555404, "bench_spy_p1w": 0.00801852641397538, "bench_c_p1w": 0.00801852641397538, "ret_p1m": -0.07964032083638162, "ret_signed_p1m": 0.07964032083638162, "alpha_spy_p1m": -0.0012557054847072147, "alpha_c_p1m": -0.0012557054847072147, "bench_spy_p1m": -0.08089602632108883, "bench_c_p1m": -0.08089602632108883, "ret_p3m": -0.18914577729909632, "ret_signed_p3m": 0.18914577729909632, "alpha_spy_p3m": 0.1261712216614539, "alpha_c_p3m": 0.1261712216614539, "bench_spy_p3m": -0.06297455563764243, "bench_c_p3m": -0.06297455563764243, "ret_p6m": 0.6881824253438986, "ret_signed_p6m": -0.6881824253438986, "alpha_spy_p6m": -0.6437564533034867, "alpha_c_p6m": -0.6437564533034867, "bench_spy_p6m": 0.044425972040411876, "bench_c_p6m": 0.044425972040411876, "ret_p1y": 2.89306376792136, "ret_signed_p1y": -2.89306376792136, "alpha_spy_p1y": -2.7298225815263644, "alpha_c_p1y": -2.7298225815263644, "bench_spy_p1y": 0.16324118639499585, "bench_c_p1y": 0.16324118639499585, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.030828487581530784, "alpha_spy_stated": -0.022809961167555404, "alpha_c_stated": -0.022809961167555404, "price_path": [-0.1044, -0.1394, -0.2219, -0.1715, -0.1606, -0.2426, -0.2248, -0.2261, -0.2225, -0.2489, -0.2521, -0.2521, -0.2354, -0.2543, -0.2643, -0.273, -0.2771, -0.1869, -0.1655, -0.2177, -0.2434, -0.2508, -0.246, -0.2197, -0.2042, -0.2498, -0.2614, -0.2653, -0.2534, -0.2457, -0.2457, -0.2075, -0.264, -0.2996, -0.3224, -0.3224, -0.3051, -0.2303, -0.2248, -0.2614, -0.2771, -0.2771, -0.2816, -0.3234, -0.3423, -0.3083, -0.3256, -0.3327, -0.3327, -0.2582, -0.2778, -0.3642, -0.3465, -0.3847, -0.3532, -0.431, -0.4152, -0.35, -0.3105, -0.2585, -0.2065, -0.1291, -0.1487, 0.0, -0.088, -0.1134, -0.035, 0.0308, 0.0308, -0.0077, 0.001, 0.0157, -0.0803, -0.0825, -0.1596, -0.1252, -0.1625, -0.1294, -0.1773, -0.0812, 0.0854, 0.0334, 0.0726, -0.0642, -0.0796, -0.115, -0.1612, -0.096, -0.1002, -0.157, -0.1763, -0.2071, -0.1744, -0.0591, -0.0832, -0.1236, -0.1715, -0.2274, -0.2697, -0.2983, -0.2803, -0.307, -0.3555, -0.315, -0.3481, -0.2248, -0.2569, -0.2524, -0.2643, -0.264, -0.281, -0.2489, -0.2489, -0.3332, -0.316, -0.28, -0.227, -0.237, -0.2213, -0.2325, -0.2547, -0.2608, -0.1516, -0.2052, -0.1946, -0.1869, -0.1891, -0.1728, -0.1278, -0.1474, -0.157, -0.1574, -0.1439, -0.2097, -0.1962, -0.2347, -0.2161, -0.2262, -0.2262, -0.2023, -0.2042, -0.2431, -0.2592, -0.2245, -0.1914, -0.0787, -0.0093, 0.0016, 0.1182, 0.1468, 0.1712, 0.1856, 0.2322, 0.3459, 0.2877, 0.4242, 0.4242, 0.4753, 0.6121, 0.7091, 0.6047, 0.6256, 0.5851, 0.5006, 0.4486, 0.4679, 0.4644, 0.4644, 0.4672, 0.4599, 0.3648, 0.412, 0.4637, 0.5369, 0.6416, 0.6901, 0.8449, 0.8619, 0.8198, 0.8333, 0.8921, 0.9287, 0.7449, 0.7412, 0.7049, 0.7434, 0.7075, 0.6846, 0.65, 0.6882]}
{"unit_id": "quote:1887211273513001367", "ticker_idx": 0, "ts": "2025-02-05T18:46:44+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Paypal $PYPL vs $HOOD $SOFI is another one. Like, why? Get with the times.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid PYPL in favor of HOOD and SOFI; echoing parent's 'cut loss and get with the times' theme.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "Paypal $PYPL vs $HOOD $SOFI is another one. \n\nLike, why? Get with the times.", "reply_text": null, "parent_text": null, "quoted_text": "I know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "parent_author": null, "ret_m1d": -0.01862371584285305, "ret_signed_m1d": 0.01862371584285305, "alpha_spy_m1d": 0.014585664747564286, "alpha_c_m1d": 0.008174701186965727, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.010449014655887323, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007954414060943882, "ret_signed_p1d": 0.007954414060943882, "alpha_spy_p1d": 0.011430146351985582, "alpha_c_p1d": 0.016274854435839203, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.008320440374895322, "ret_p1w": -0.03699499697330977, "ret_signed_p1w": 0.03699499697330977, "alpha_spy_p1w": 0.03557168208289618, "alpha_c_p1w": 0.03080305539001793, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.006191941583291838, "ret_p1m": -0.14040403157085712, "ret_signed_p1m": 0.14040403157085712, "alpha_spy_p1m": 0.08825427948738529, "alpha_c_p1m": 0.09589948918564162, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.044504542385215506, "ret_p3m": -0.13459589555538065, "ret_signed_p3m": 0.13459589555538065, "alpha_spy_p3m": 0.07002540160356996, "alpha_c_p3m": 0.09472700552492441, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.03986889003045624, "ret_p6m": -0.13181804490384064, "ret_signed_p6m": 0.13181804490384064, "alpha_spy_p6m": 0.18417616214993138, "alpha_c_p6m": 0.15233553220935647, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.020517487305515836, "ret_p1y": -0.2834482795476385, "ret_signed_p1y": 0.2834482795476385, "alpha_spy_p1y": 0.4375375023733228, "alpha_c_p1y": 0.3246371770213483, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.041188897473709796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14040403157085712, "alpha_spy_stated": 0.08825427948738529, "alpha_c_stated": 0.09589948918564162, "price_path": [0.0481, 0.0977, 0.0909, 0.1024, 0.0832, 0.0837, 0.0691, 0.0617, 0.0699, 0.071, 0.0956, 0.1082, 0.0977, 0.0931, 0.0931, 0.0956, 0.0926, 0.075, 0.1279, 0.1243, 0.1348, 0.1364, 0.1207, 0.1458, 0.1288, 0.1492, 0.1528, 0.1472, 0.0789, 0.0957, 0.1001, 0.0972, 0.1143, 0.1143, 0.1129, 0.0967, 0.0787, 0.0777, 0.0777, 0.0881, 0.1061, 0.1304, 0.1107, 0.1104, 0.1104, 0.0525, 0.0605, 0.1008, 0.1318, 0.1227, 0.1592, 0.1592, 0.1335, 0.1345, 0.133, 0.1251, 0.1394, 0.1135, 0.1207, 0.1309, 0.1184, 0.1302, -0.0186, 0.0, -0.008, -0.0239, -0.0121, -0.0378, -0.037, -0.033, -0.0155, -0.0155, -0.0073, -0.0106, -0.0198, -0.0537, -0.0499, -0.0648, -0.0903, -0.1069, -0.1029, -0.1193, -0.148, -0.1225, -0.1404, -0.1101, -0.1394, -0.1417, -0.1336, -0.1552, -0.1294, -0.1206, -0.1303, -0.1162, -0.1203, -0.1138, -0.1039, -0.1053, -0.1165, -0.1306, -0.1774, -0.1761, -0.1654, -0.1521, -0.2208, -0.263, -0.261, -0.2751, -0.1926, -0.2354, -0.2097, -0.2138, -0.2172, -0.2394, -0.2298, -0.2298, -0.2388, -0.2245, -0.2114, -0.1822, -0.175, -0.1802, -0.1626, -0.1687, -0.1741, -0.151, -0.1346, -0.1408, -0.1327, -0.1101, -0.1129, -0.087, -0.0872, -0.0823, -0.0963, -0.0886, -0.0869, -0.0832, -0.0953, -0.0979, -0.1181, -0.1181, -0.0975, -0.098, -0.1044, -0.1126, -0.1044, -0.0994, -0.0808, -0.085, -0.0729, -0.0713, -0.0561, -0.058, -0.0554, -0.1057, -0.0876, -0.1077, -0.1342, -0.1342, -0.1155, -0.0908, -0.071, -0.0774, -0.0761, -0.0702, -0.0616, -0.0494, -0.0365, -0.033, -0.033, -0.0381, -0.0527, -0.0552, -0.0442, -0.099, -0.067, -0.0788, -0.0787, -0.0674, -0.0635, -0.0553, -0.0404, -0.0321, -0.0174, -0.0154, -0.0124, -0.0979, -0.1198, -0.1318]}
{"unit_id": "quote:1887211273513001367", "ticker_idx": 1, "ts": "2025-02-05T18:46:44+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Paypal $PYPL vs $HOOD $SOFI is another one. Like, why? Get with the times.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid PYPL in favor of HOOD and SOFI; echoing parent's 'cut loss and get with the times' theme.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Paypal $PYPL vs $HOOD $SOFI is another one. \n\nLike, why? Get with the times.", "reply_text": null, "parent_text": null, "quoted_text": "I know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "parent_author": null, "ret_m1d": -0.029889278765333094, "ret_signed_m1d": -0.029889278765333094, "alpha_spy_m1d": -0.02585122767004433, "alpha_c_m1d": -0.01944026410944577, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.010449014655887323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019003737629067152, "ret_signed_p1d": -0.019003737629067152, "alpha_spy_p1d": -0.022479469920108852, "alpha_c_p1d": -0.027324178003962474, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.008320440374895322, "ret_p1w": 0.03154979816239978, "ret_signed_p1w": 0.03154979816239978, "alpha_spy_p1w": 0.03297311305281336, "alpha_c_p1w": 0.037741739745691616, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.006191941583291838, "ret_p1m": -0.17269373576746672, "ret_signed_p1m": -0.17269373576746672, "alpha_spy_p1m": -0.12054398368399488, "alpha_c_p1m": -0.1281891933822512, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.044504542385215506, "ret_p3m": -0.11346866124186694, "ret_signed_p3m": -0.11346866124186694, "alpha_spy_p3m": -0.04889816729005625, "alpha_c_p3m": -0.0735997712114107, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.03986889003045624, "ret_p6m": 0.9012915424573336, "ret_signed_p6m": 0.9012915424573336, "alpha_spy_p6m": 0.8489334252112428, "alpha_c_p6m": 0.8807740551518177, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.020517487305515836, "ret_p1y": 0.9739851726519992, "ret_signed_p1y": 0.9739851726519992, "alpha_spy_p1y": 0.819895949826315, "alpha_c_p1y": 0.9327962751782894, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.041188897473709796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17269373576746672, "alpha_spy_stated": -0.12054398368399488, "alpha_c_stated": -0.1281891933822512, "price_path": [-0.4365, -0.3948, -0.3911, -0.4113, -0.4055, -0.4037, -0.3542, -0.3498, -0.3343, -0.3526, -0.3238, -0.3017, -0.328, -0.3054, -0.3054, -0.3074, -0.3059, -0.2871, -0.262, -0.2819, -0.2312, -0.2705, -0.3107, -0.3018, -0.2744, -0.2583, -0.203, -0.2319, -0.3159, -0.3185, -0.2928, -0.3081, -0.2697, -0.2697, -0.255, -0.2801, -0.2937, -0.3125, -0.3125, -0.2723, -0.2371, -0.212, -0.2517, -0.247, -0.247, -0.2605, -0.2696, -0.2295, -0.1594, -0.1498, -0.1116, -0.1116, -0.0775, -0.0745, -0.0708, -0.0568, -0.1192, -0.0886, -0.0563, -0.0221, -0.0415, -0.0424, -0.0299, 0.0, -0.019, 0.0306, 0.0382, -0.0159, 0.0315, 0.1771, 0.2044, 0.2044, 0.1151, 0.0928, 0.0343, -0.048, -0.0788, -0.1528, -0.0987, -0.1, -0.0756, -0.1349, -0.1472, -0.1122, -0.1727, -0.1804, -0.3426, -0.3292, -0.2819, -0.3354, -0.276, -0.2247, -0.2601, -0.2103, -0.1945, -0.1815, -0.1077, -0.1116, -0.1747, -0.1884, -0.2266, -0.2321, -0.2221, -0.2125, -0.2941, -0.3633, -0.3467, -0.3696, -0.2212, -0.2526, -0.1941, -0.1856, -0.1867, -0.2498, -0.2402, -0.2402, -0.2648, -0.2234, -0.176, -0.1116, -0.0876, -0.0972, -0.0891, -0.0939, -0.1399, -0.1035, -0.1135, -0.1017, -0.0777, -0.0024, 0.0083, 0.0596, 0.1544, 0.1327, 0.1196, 0.1395, 0.1858, 0.1976, 0.1782, 0.195, 0.1655, 0.1655, 0.2181, 0.2018, 0.1799, 0.2205, 0.2542, 0.3232, 0.3334, 0.3378, 0.3815, 0.3542, 0.3378, 0.3815, 0.3624, 0.3395, 0.4161, 0.3828, 0.4456, 0.4456, 0.4483, 0.4087, 0.5131, 0.5268, 0.5594, 0.5319, 0.7275, 0.7035, 0.8077, 0.7417, 0.7417, 0.7244, 0.6839, 0.7443, 0.821, 0.8144, 0.8443, 0.8365, 0.905, 0.9456, 1.0247, 0.9251, 0.8792, 0.8834, 0.8806, 0.9345, 0.9699, 0.9063, 0.9576, 0.9013]}
{"unit_id": "quote:1887211273513001367", "ticker_idx": 2, "ts": "2025-02-05T18:46:44+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Paypal $PYPL vs $HOOD $SOFI is another one. Like, why? Get with the times.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid PYPL in favor of HOOD and SOFI; echoing parent's 'cut loss and get with the times' theme.", "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": "quote", "lang": "en", "tweet_text": "Paypal $PYPL vs $HOOD $SOFI is another one. \n\nLike, why? Get with the times.", "reply_text": null, "parent_text": null, "quoted_text": "I know my followers are smart. But I'm seeing random people holding $UBER $INTC and losing money. \n\nSeriously! The ex-CEO of $UBER is saying Tesla will dominate taxi business, and the ex-CEO $INTC bought $NVDA.\n\nKeep up with the times, cut loss and run!", "parent_author": null, "ret_m1d": -0.012911543719842156, "ret_signed_m1d": -0.012911543719842156, "alpha_spy_m1d": -0.008873492624553392, "alpha_c_m1d": -0.0024625290639548325, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.010449014655887323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0445448412252295, "ret_signed_p1d": -0.0445448412252295, "alpha_spy_p1d": -0.0480205735162712, "alpha_c_p1d": -0.052865281600124825, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.008320440374895322, "ret_p1w": -0.04648155739143167, "ret_signed_p1w": -0.04648155739143167, "alpha_spy_p1w": -0.045058242501018086, "alpha_c_p1w": -0.040289615808139834, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": -0.006191941583291838, "ret_p1m": -0.19625564924289096, "ret_signed_p1m": -0.19625564924289096, "alpha_spy_p1m": -0.14410589715941913, "alpha_c_p1m": -0.15175110685767546, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.044504542385215506, "ret_p3m": -0.16978696922544034, "ret_signed_p3m": -0.16978696922544034, "alpha_spy_p3m": -0.10521647527362965, "alpha_c_p3m": -0.1299180791949841, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.03986889003045624, "ret_p6m": 0.45771467122985565, "ret_signed_p6m": 0.45771467122985565, "alpha_spy_p6m": 0.4053565539837649, "alpha_c_p6m": 0.4371971839243398, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.020517487305515836, "ret_p1y": 0.6688186419258877, "ret_signed_p1y": 0.6688186419258877, "alpha_spy_p1y": 0.5147294191002034, "alpha_c_p1y": 0.6276297444521779, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.041188897473709796, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19625564924289096, "alpha_spy_stated": -0.14410589715941913, "alpha_c_stated": -0.15175110685767546, "price_path": [-0.1601, -0.0891, -0.1078, -0.1285, -0.1349, -0.1201, -0.1007, -0.0691, -0.0529, -0.031, 0.0071, 0.0136, 0.0, 0.0407, 0.0407, 0.0594, 0.0271, 0.0252, 0.0536, 0.0103, 0.0342, 0.0052, -0.0129, 0.0291, 0.0265, 0.0491, 0.0897, 0.0755, -0.0161, -0.0297, -0.009, 0.009, 0.0342, 0.0342, 0.0717, 0.0316, 0.009, -0.0058, -0.0058, -0.0878, -0.042, -0.0129, -0.0374, -0.0607, -0.0607, -0.0865, -0.0917, -0.0639, 0.0013, 0.0523, 0.0652, 0.0652, 0.1556, 0.1356, 0.164, 0.1569, 0.0381, 0.0439, 0.0323, 0.0613, 0.0187, -0.0058, -0.0129, 0.0, -0.0445, -0.0374, -0.0232, -0.0426, -0.0465, -0.0194, 0.0465, 0.0465, 0.0865, 0.0445, 0.0045, -0.0529, -0.073, -0.1014, -0.0658, -0.0917, -0.0658, -0.124, -0.1549, -0.133, -0.1963, -0.1872, -0.2782, -0.2731, -0.2305, -0.2647, -0.2195, -0.2046, -0.2285, -0.1782, -0.184, -0.1691, -0.1143, -0.1259, -0.1562, -0.2124, -0.235, -0.2492, -0.2311, -0.2053, -0.3131, -0.3822, -0.3635, -0.3867, -0.2647, -0.3209, -0.3086, -0.3015, -0.2937, -0.3118, -0.2912, -0.2912, -0.3099, -0.2724, -0.2421, -0.2053, -0.1685, -0.1478, -0.1433, -0.1924, -0.1924, -0.1801, -0.1698, -0.1782, -0.1601, -0.144, -0.1491, -0.0936, -0.0775, -0.0943, -0.124, -0.1014, -0.1136, -0.1433, -0.1737, -0.1485, -0.1549, -0.1549, -0.1356, -0.1401, -0.1498, -0.1414, -0.1175, -0.1181, -0.1311, -0.1175, -0.0807, -0.0897, -0.071, -0.0278, -0.0381, -0.0904, -0.0381, -0.0684, -0.0084, -0.0084, -0.0187, -0.0084, 0.0232, 0.0381, 0.0826, 0.1091, 0.1756, 0.1388, 0.1698, 0.1988, 0.1988, 0.2421, 0.2879, 0.3054, 0.3538, 0.3686, 0.377, 0.3531, 0.3809, 0.4261, 0.408, 0.366, 0.3544, 0.3919, 0.3886, 0.3686, 0.357, 0.4461, 0.4119, 0.4577]}
{"unit_id": "quote:1935845384204476507", "ticker_idx": 0, "ts": "2025-06-19T23:41:20+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you believe Robinhood is the superior fintech company, why even bother adding position in Paypal $pypl. You're better off putting all your money on $hood", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author argues HOOD is superior fintech; adding PYPL is diworsification — concentrate in HOOD, avoid PYPL.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Prime example of diworsification. \n\nIf you believe Robinhood is the superior fintech company, why even bother adding position in Paypal $pypl.  You're better off putting all your money on $hood.", "reply_text": null, "parent_text": null, "quoted_text": "$PYPL / $HOOD / $COIN \n\nThe market is weird.  Robinhood is up 4%, and PayPal is down about the same.\n\nCoinbase had 2 announcements today. One on stablecoin and real world payments (my take, not impactful to PSPs like PayPal, who already uses their own Stablecoin for this) and the https://t.co/G2il1hoGwd", "parent_author": null, "ret_m1d": -0.0019108474634255135, "ret_signed_m1d": -0.0019108474634255135, "alpha_spy_m1d": -0.004265057960228136, "alpha_c_m1d": 0.0008690677705794903, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027388554469794935, "ret_signed_p1d": -0.027388554469794935, "alpha_spy_p1d": -0.037266145077459845, "alpha_c_p1d": -0.03998126558839843, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.05770699081906838, "ret_signed_p1w": 0.05770699081906838, "alpha_spy_p1w": 0.022992692347005184, "alpha_c_p1w": 0.022798233248594757, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.3291719278712182, "ret_signed_p1m": 0.3291719278712182, "alpha_spy_p1m": 0.27113525489785784, "alpha_c_p1m": 0.28529689198858343, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": 0.5113375718426552, "ret_signed_p3m": 0.5113375718426552, "alpha_spy_p3m": 0.4021297645574895, "alpha_c_p3m": 0.43378909043744374, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": 0.468280281990197, "ret_signed_p6m": 0.468280281990197, "alpha_spy_p6m": 0.31963438656777665, "alpha_c_p6m": 0.36899304098679075, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": 0.06713371519829825, "ret_signed_p1y": 0.06713371519829825, "alpha_spy_p1y": -0.18362661867570762, "alpha_c_p1y": 0.00934806530367105, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3291719278712182, "alpha_spy_stated": 0.27113525489785784, "alpha_c_stated": 0.28529689198858343, "price_path": [-0.3866, -0.4302, -0.4396, -0.466, -0.4698, -0.4629, -0.4563, -0.5126, -0.5604, -0.5489, -0.5647, -0.4623, -0.4839, -0.4436, -0.4377, -0.4385, -0.482, -0.4754, -0.4754, -0.4924, -0.4638, -0.4311, -0.3866, -0.3701, -0.3767, -0.3711, -0.3744, -0.4061, -0.381, -0.3879, -0.3797, -0.3632, -0.3112, -0.3038, -0.2684, -0.2029, -0.218, -0.227, -0.2132, -0.1813, -0.1731, -0.1865, -0.1749, -0.1953, -0.1953, -0.159, -0.1702, -0.1854, -0.1573, -0.134, -0.0864, -0.0794, -0.0763, -0.0461, -0.065, -0.0763, -0.0461, -0.0594, -0.0752, -0.0223, -0.0452, -0.0019, -0.0019, 0.0, -0.0274, 0.0447, 0.0541, 0.0767, 0.0577, 0.1927, 0.1762, 0.2482, 0.2025, 0.2025, 0.1906, 0.1627, 0.2043, 0.2573, 0.2527, 0.2734, 0.268, 0.3153, 0.3433, 0.398, 0.3292, 0.2975, 0.3004, 0.2985, 0.3357, 0.3601, 0.3162, 0.3516, 0.3127, 0.2726, 0.355, 0.3434, 0.3459, 0.4169, 0.4603, 0.4474, 0.4534, 0.3837, 0.4103, 0.4544, 0.4652, 0.3694, 0.3419, 0.3541, 0.3926, 0.375, 0.386, 0.3111, 0.3209, 0.3252, 0.3252, 0.2846, 0.2843, 0.311, 0.2898, 0.494, 0.5096, 0.4963, 0.5, 0.4654, 0.4628, 0.4953, 0.5113, 0.5403, 0.5896, 0.591, 0.6076, 0.6153, 0.5624, 0.5513, 0.7417, 0.8239, 0.7725, 0.8561, 0.8939, 0.8377, 0.8471, 0.9219, 0.9422, 0.7702, 0.7921, 0.7191, 0.7089, 0.6744, 0.6549, 0.7299, 0.6795, 0.6206, 0.7112, 0.7808, 0.8581, 0.8631, 0.8446, 0.7589, 0.8698, 0.8736, 0.7427, 0.815, 0.6189, 0.6606, 0.731, 0.6806, 0.694, 0.5482, 0.5605, 0.4773, 0.4561, 0.5052, 0.353, 0.3669, 0.4646, 0.4722, 0.6331, 0.6331, 0.6368, 0.5699, 0.6045, 0.7024, 0.7462, 0.6809, 0.738, 0.7288, 0.7282, 0.5717, 0.5223, 0.4683]}
{"unit_id": "reply:1880382076387750197", "ticker_idx": 0, "ts": "2025-01-17T22:29:57+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sell puts for lower", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB and looks to add on weakness via selling puts at lower 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": "reply_other", "lang": "en", "tweet_text": "@koriainskloset depends on what market gives you. sell puts for lower", "reply_text": null, "parent_text": "@DeepValueBagger Great read and recently started a small position in $RKLB myself. At what price do you see yourself adding more shares to your current position?", "quoted_text": null, "parent_author": "indigostocks", "ret_m1d": -0.23249121686401142, "ret_signed_m1d": -0.23249121686401142, "alpha_spy_m1d": -0.22342076264540245, "alpha_c_m1d": -0.21236026551940568, "bench_spy_m1d": -0.00907045421860897, "bench_c_m1d": -0.02013095134460574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052766216641375596, "ret_signed_p1d": -0.052766216641375596, "alpha_spy_p1d": -0.05838775497336357, "alpha_c_p1d": -0.05041865832656911, "bench_spy_p1d": 0.005621538331987974, "bench_c_p1d": -0.002347558314806486, "ret_p1w": -0.07323315900236216, "ret_signed_p1w": -0.07323315900236216, "alpha_spy_p1w": -0.07567086094532793, "alpha_c_p1w": -0.056730010986725365, "bench_spy_p1w": 0.0024377019429657754, "bench_c_p1w": -0.016503148015636793, "ret_p1m": -0.17077070912744685, "ret_signed_p1m": -0.17077070912744685, "alpha_spy_p1m": -0.18715416623145908, "alpha_c_p1m": -0.1578953644407789, "bench_spy_p1m": 0.016383457104012233, "bench_c_p1m": -0.012875344686667956, "ret_p3m": -0.36872403319018354, "ret_signed_p3m": -0.36872403319018354, "alpha_spy_p3m": -0.24426267215571673, "alpha_c_p3m": -0.26276932315727264, "bench_spy_p3m": -0.12446136103446681, "bench_c_p3m": -0.1059547100329109, "ret_p6m": 0.5251038672392656, "ret_signed_p6m": 0.5251038672392656, "alpha_spy_p6m": 0.48381590824124765, "alpha_c_p6m": 0.4486263174870795, "bench_spy_p6m": 0.04128795899801796, "bench_c_p6m": 0.07647754975218612, "ret_p1y": 1.6568596295120201, "ret_signed_p1y": 1.6568596295120201, "alpha_spy_p1y": 1.5000615551318455, "alpha_c_p1y": 1.5018517576754526, "bench_spy_p1y": 0.15679807438017468, "bench_c_p1y": 0.1550078718365675, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17077070912744685, "alpha_spy_stated": -0.18715416623145908, "alpha_c_stated": -0.1578953644407789, "price_path": [-0.6421, -0.6425, -0.6399, -0.6332, -0.6495, -0.6578, -0.6348, -0.6402, -0.6223, -0.5827, -0.5696, -0.568, -0.5273, -0.5312, -0.3978, -0.4448, -0.3924, -0.3831, -0.3444, -0.3547, -0.2833, -0.2562, -0.2306, -0.1864, -0.1791, -0.1791, -0.1276, -0.2275, -0.2642, -0.261, -0.235, -0.2107, -0.2568, -0.2693, -0.2533, -0.2779, -0.2191, -0.1717, -0.1567, -0.267, -0.2574, -0.2047, -0.1816, -0.1493, -0.1493, -0.0905, -0.1295, -0.1583, -0.1855, -0.1855, -0.2018, -0.0809, -0.079, -0.1062, -0.125, -0.125, -0.1394, -0.2354, -0.2274, -0.2047, -0.212, -0.2325, -0.2325, 0.0, -0.0528, 0.0096, -0.0291, -0.0588, -0.0732, -0.0768, -0.0876, -0.071, -0.0924, -0.0828, -0.0854, -0.1148, -0.1234, -0.0214, -0.0975, -0.1167, -0.095, -0.1039, -0.1039, -0.1129, -0.1708, -0.1922, -0.2469, -0.2808, -0.3515, -0.3204, -0.3658, -0.3447, -0.4033, -0.3925, -0.3476, -0.4033, -0.3988, -0.4525, -0.4298, -0.4106, -0.4381, -0.3985, -0.3892, -0.425, -0.3994, -0.4074, -0.3943, -0.3537, -0.3518, -0.3783, -0.4109, -0.4045, -0.4282, -0.4196, -0.3815, -0.4279, -0.4765, -0.4397, -0.4506, -0.3415, -0.3722, -0.3722, -0.3882, -0.3262, -0.3612, -0.3687, -0.3687, -0.4036, -0.3911, -0.3511, -0.3003, -0.2843, -0.275, -0.2837, -0.3032, -0.2926, -0.2648, -0.2811, -0.2846, -0.2872, -0.2613, -0.3441, -0.3201, -0.3019, -0.2283, -0.1935, -0.1823, -0.1749, -0.1685, -0.1951, -0.1743, -0.1871, -0.1871, -0.0803, -0.0748, -0.1254, -0.1433, -0.1493, -0.1455, -0.1394, -0.1541, -0.0752, -0.0521, -0.1311, -0.125, -0.1557, -0.1874, -0.1509, -0.1551, -0.1094, -0.1094, -0.0393, 0.0483, 0.07, 0.0345, 0.1557, 0.1314, 0.1439, 0.0979, 0.141, 0.1404, 0.1404, 0.2434, 0.2389, 0.2517, 0.2504, 0.2482, 0.3818, 0.4263, 0.5251]}
{"unit_id": "orig:1939759266401079629", "ticker_idx": 0, "ts": "2025-06-30T18:53:42+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would be very surprised if it runs up to $115 in the near term", "tweet_type": "prediction", "timeline": "weeks", "summary": "Author doubts HOOD can run to $115 near-term; selling covered calls implies capped upside view.", "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": "I have to remember to temper my excitement for $HOOD and sell covered calls on this volatility.  I would be very surprised if it runs up to $115 in the near term. https://t.co/UXF18gHhhq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11321156450994274, "ret_signed_m1d": 0.11321156450994274, "alpha_spy_m1d": 0.10845313608078744, "alpha_c_m1d": 0.10500078251689726, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013884390264849888, "ret_signed_p1d": 0.013884390264849888, "alpha_spy_p1d": 0.013560775980715145, "alpha_c_p1d": 0.01942198385381355, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": -0.001815637871751652, "ret_signed_p1w": 0.001815637871751652, "alpha_spy_p1w": 0.006396078444632747, "alpha_c_p1w": 0.007735073248912427, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.10349249947299888, "ret_signed_p1m": -0.10349249947299888, "alpha_spy_p1m": -0.0753140853248222, "alpha_c_p1m": -0.09528156953660272, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": 0.309943448934594, "ret_signed_p3m": -0.309943448934594, "alpha_spy_p3m": -0.2419262186713449, "alpha_c_p3m": -0.2855779187884733, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": 0.2842037956951895, "ret_signed_p6m": -0.2842037956951895, "alpha_spy_p6m": -0.16434325747069933, "alpha_c_p6m": -0.21857760475121624, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": 0.1235715052250721, "ret_signed_p1y": -0.1235715052250721, "alpha_spy_p1y": 0.08585637768129173, "alpha_c_p1y": -0.0791341308289768, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10349249947299888, "alpha_spy_stated": -0.0753140853248222, "alpha_c_stated": -0.09528156953660272, "price_path": [-0.5442, -0.5914, -0.6314, -0.6218, -0.6351, -0.5492, -0.5673, -0.5335, -0.5286, -0.5292, -0.5657, -0.5602, -0.5602, -0.5744, -0.5505, -0.523, -0.4857, -0.4719, -0.4774, -0.4727, -0.4755, -0.5021, -0.481, -0.4868, -0.48, -0.4661, -0.4225, -0.4163, -0.3866, -0.3317, -0.3443, -0.3519, -0.3404, -0.3136, -0.3067, -0.318, -0.3082, -0.3253, -0.3253, -0.2949, -0.3043, -0.317, -0.2935, -0.274, -0.234, -0.2281, -0.2256, -0.2003, -0.2161, -0.2256, -0.2003, -0.2114, -0.2246, -0.1803, -0.1995, -0.1632, -0.1632, -0.1616, -0.1846, -0.1241, -0.1162, -0.0973, -0.1132, 0.0, -0.0139, 0.0465, 0.0082, 0.0082, -0.0018, -0.0252, 0.0097, 0.0541, 0.0503, 0.0676, 0.0631, 0.1027, 0.1262, 0.1721, 0.1144, 0.0878, 0.0902, 0.0886, 0.1198, 0.1403, 0.1035, 0.1332, 0.1006, 0.067, 0.1361, 0.1263, 0.1284, 0.188, 0.2243, 0.2135, 0.2185, 0.1601, 0.1824, 0.2194, 0.2285, 0.1481, 0.1251, 0.1353, 0.1676, 0.1528, 0.162, 0.0992, 0.1074, 0.1111, 0.1111, 0.077, 0.0768, 0.0991, 0.0814, 0.2526, 0.2656, 0.2545, 0.2576, 0.2286, 0.2264, 0.2537, 0.2671, 0.2914, 0.3327, 0.3339, 0.3479, 0.3543, 0.3099, 0.3007, 0.4602, 0.5292, 0.4861, 0.5561, 0.5878, 0.5407, 0.5486, 0.6113, 0.6283, 0.4841, 0.5025, 0.4413, 0.4328, 0.4038, 0.3875, 0.4504, 0.4081, 0.3588, 0.4347, 0.493, 0.5578, 0.562, 0.5465, 0.4746, 0.5677, 0.5709, 0.4611, 0.5217, 0.3573, 0.3923, 0.4512, 0.4091, 0.4203, 0.298, 0.3083, 0.2386, 0.2208, 0.262, 0.1344, 0.146, 0.2279, 0.2343, 0.3692, 0.3692, 0.3723, 0.3162, 0.3452, 0.4273, 0.4641, 0.4093, 0.4571, 0.4494, 0.4489, 0.3177, 0.2763, 0.231, 0.2752, 0.2368, 0.2513, 0.2961, 0.307, 0.2842]}
{"unit_id": "reply:1892813369528246290", "ticker_idx": 0, "ts": "2025-02-21T05:47:28+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investors are underestimating economic growth, which leads to more loans, stock/crypto trading, and all other services. eg $/user but also user growth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SOFI: market underestimates economic growth tailwinds, institutional buying acceleration, and generational wealth transfer to fintech adopters.", "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": "reply_other", "lang": "en", "tweet_text": "I'm oblivious to many of the line of businesses which I'm getting up to speed.  \n\nSo far, i'm looking at the macro narratives:\n\nInvestors are underestimating economic growth, which leads to more loans, stock/crypto trading, and all other services. eg $/user but also user growth \n\nInvestors are underestimating the acceleration of institution buyers.\n\nInvestors are underestimating the transfer of wealth from boomers to the genz-young adopting the fintech/app experience.", "reply_text": null, "parent_text": "Possible reasons why $SOFI might be undervalued by the market:\n\n- Investors are underestimating member growth and SoFi’s ability to cross-sell\n\n- Investors are valuing SoFi like a bank, and ignoring capital light revenue sources\n\n- Investors are completely discounting the Tech", "quoted_text": null, "parent_author": "aletechview", "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 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{"unit_id": "quote:1927924665852244085", "ticker_idx": 0, "ts": "2025-05-29T03:07:14+00:00", "symbol": "COIN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Get exposure owning the casino instead", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers owning crypto exchange equity over trading BTC directly; implied long on crypto exchange(s).", "resolved_tickers": ["COIN"], "resolution_method": "exchange_ticker", "resolution_reason": "COIN = Coinbase; context confirms crypto exchange casino analogy", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "quote", "lang": "en", "tweet_text": "And that's why I don't trade BTC, my friends. Get exposure owning the casino instead.", "reply_text": null, "parent_text": null, "quoted_text": "James Wynn has now ROUNDTRIPPED all his gains and is down over -$87M gambling on leverage in 4 days. His account nearly got liquidated three times in the past 24 hours as BTC fell close to his liquidation price.   \n\nHe closed part of his latest long position in a loss this https://t.co/ZJvfL9G3X6", "parent_author": null, "ret_m1d": 0.021901611591577996, "ret_signed_m1d": 0.021901611591577996, "alpha_spy_m1d": 0.02583342794010035, "alpha_c_m1d": 0.027014638879683694, "bench_spy_m1d": -0.0039318163485223545, "bench_c_m1d": -0.005113027288105698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008921400310939798, "ret_signed_p1d": -0.008921400310939798, "alpha_spy_p1d": -0.007802999278259781, "alpha_c_p1d": -0.01108468648780947, "bench_spy_p1d": -0.0011184010326800164, "bench_c_p1d": 0.002163286176869672, "ret_p1w": -0.018646517673742258, "ret_signed_p1w": -0.018646517673742258, "alpha_spy_p1w": -0.02373072135531884, "alpha_c_p1w": -0.01471347856282157, "bench_spy_p1w": 0.005084203681576582, "bench_c_p1w": -0.003933039110920689, "ret_p1m": 0.4203102309801987, "ret_signed_p1m": 0.4203102309801987, "alpha_spy_p1m": 0.37509743740386114, "alpha_c_p1m": 0.395374075021782, "bench_spy_p1m": 0.04521279357633756, "bench_c_p1m": 0.024936155958416695, "ret_p3m": 0.23967214083806088, "ret_signed_p3m": 0.23967214083806088, "alpha_spy_p3m": 0.14304090698745386, "alpha_c_p3m": 0.18059774050421495, "bench_spy_p3m": 0.09663123385060701, "bench_c_p3m": 0.05907440033384592, "ret_p6m": -0.03387716122746798, "ret_signed_p6m": -0.03387716122746798, "alpha_spy_p6m": -0.15719005347946213, "alpha_c_p6m": -0.05684182877634836, "bench_spy_p6m": 0.12331289225199416, "bench_c_p6m": 0.02296466754888038, "ret_p1y": -0.23870758226433708, "ret_signed_p1y": -0.23870758226433708, "alpha_spy_p1y": -0.5049011890006735, "alpha_c_p1y": -0.27192230777681126, "bench_spy_p1y": 0.2661936067363364, "bench_c_p1y": 0.033214725512474175, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4203102309801987, "alpha_spy_stated": 0.37509743740386114, "alpha_c_stated": 0.395374075021782, "price_path": [-0.1732, -0.1458, -0.1061, -0.1393, -0.1261, -0.2797, -0.2297, -0.2295, -0.2867, -0.2641, -0.2406, -0.2721, -0.2375, -0.2349, -0.237, -0.1841, -0.1793, -0.2206, -0.2422, -0.301, -0.3079, -0.2987, -0.2648, -0.3138, -0.3548, -0.3679, -0.3913, -0.2883, -0.3184, -0.2947, -0.2904, -0.2944, -0.3079, -0.2966, -0.2966, -0.2967, -0.2365, -0.2172, -0.1807, -0.1575, -0.1751, -0.1716, -0.1847, -0.191, -0.1765, -0.1987, -0.2088, -0.2101, -0.1701, -0.199, -0.1673, 0.0324, 0.0586, -0.0177, 0.0708, 0.0609, 0.0504, 0.0408, 0.0929, 0.0575, 0.0575, 0.0706, 0.0219, 0.0, -0.0089, -0.0085, 0.0405, 0.0288, -0.0186, 0.0098, 0.0313, 0.0245, 0.0074, -0.0313, -0.0246, 0.0512, 0.0201, 0.1867, 0.1867, 0.2393, 0.2361, 0.3857, 0.4281, 0.5073, 0.4203, 0.4085, 0.3476, 0.4244, 0.4298, 0.4298, 0.4351, 0.4259, 0.5024, 0.5631, 0.5555, 0.5834, 0.5593, 0.6002, 0.6507, 0.6869, 0.6622, 0.6253, 0.5987, 0.5942, 0.5739, 0.525, 0.4927, 0.517, 0.5181, 0.2646, 0.2786, 0.1975, 0.22, 0.249, 0.248, 0.2844, 0.2965, 0.3141, 0.3056, 0.2761, 0.2889, 0.2139, 0.2232, 0.2067, 0.2854, 0.2297, 0.2397, 0.2416, 0.2396, 0.2238, 0.2238, 0.2199, 0.2149, 0.2329, 0.2019, 0.2144, 0.2811, 0.2672, 0.3018, 0.2982, 0.3142, 0.3178, 0.2882, 0.3789, 0.3762, 0.334, 0.2862, 0.2931, 0.2325, 0.2562, 0.3422, 0.3563, 0.3911, 0.4952, 0.5272, 0.5515, 0.5101, 0.5563, 0.5552, 0.4347, 0.4346, 0.3726, 0.3515, 0.3272, 0.3503, 0.3815, 0.3608, 0.2873, 0.2971, 0.4244, 0.4525, 0.4275, 0.4009, 0.3202, 0.3815, 0.3278, 0.235, 0.2832, 0.1864, 0.2423, 0.2776, 0.2217, 0.2217, 0.1378, 0.1413, 0.0607, 0.052, 0.034, -0.0429, -0.0339]}
{"unit_id": "reply:1892759628536074499", "ticker_idx": 0, "ts": "2025-02-21T02:13:55+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i still hold $HOOD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds HOOD and actively buying SOFI calls; long both names.", "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": "reply_other", "lang": "en", "tweet_text": "it's true. it never got the love. it's small MC and few follows it. It double last year so @Kawcak20  who put $2m, made $2m from it already, i call that good.  \n\nin term of current valuation right now like p/s, it's good compared to $HOOD.  i still hold $HOOD, and buying up SOFI calls.", "reply_text": null, "parent_text": "@DeepValueBagger @vizualstocks $SOFI great but never gets to love of $HOOD, who is constantly innovating and pushing boundaries.  I probably made the wrong choice years ago.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.08643416726856579, "ret_signed_m1d": 0.08643416726856579, "alpha_spy_m1d": 0.06903241802904514, "alpha_c_m1d": 0.07382326968005626, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03236430655676992, "ret_signed_p1d": -0.03236430655676992, "alpha_spy_p1d": -0.02781389968986192, "alpha_c_p1d": -0.03669931461418707, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.029069768301491217, "ret_signed_p1w": -0.029069768301491217, "alpha_spy_p1w": -0.01946884959012507, "alpha_c_p1w": -0.05724716692920506, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.0627906581314045, "ret_signed_p1m": -0.0627906581314045, "alpha_spy_p1m": -0.02256495795080582, "alpha_c_p1m": -0.054557432975965825, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": 0.2375969476506714, "ret_signed_p3m": 0.2375969476506714, "alpha_spy_p3m": 0.2631437958355428, "alpha_c_p3m": 0.24306160075355154, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 1.2290697683014913, "ret_signed_p6m": 1.2290697683014913, "alpha_spy_p6m": 1.1503908277293393, "alpha_c_p6m": 1.1872712872916356, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.658914748167134, "ret_signed_p1y": 0.658914748167134, "alpha_spy_p1y": 0.4917185717713233, "alpha_c_p1y": 0.5890560225989272, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0627906581314045, "alpha_spy_stated": -0.02256495795080582, "alpha_c_stated": -0.054557432975965825, "price_path": [-0.2942, -0.2703, -0.2703, -0.2725, -0.2709, -0.2512, -0.2248, -0.2457, -0.1924, -0.2337, -0.276, -0.2667, -0.2378, -0.2209, -0.1628, -0.1932, -0.2814, -0.2841, -0.2572, -0.2733, -0.2329, -0.2329, -0.2174, -0.2438, -0.2581, -0.2779, -0.2779, -0.2357, -0.1986, -0.1723, -0.214, -0.2091, -0.2091, -0.2233, -0.2328, -0.1907, -0.1171, -0.107, -0.0669, -0.0669, -0.031, -0.0279, -0.024, -0.0093, -0.0748, -0.0426, -0.0087, 0.0271, 0.0068, 0.0058, 0.019, 0.0504, 0.0304, 0.0826, 0.0905, 0.0337, 0.0835, 0.2364, 0.2651, 0.2651, 0.1713, 0.1479, 0.0864, 0.0, -0.0324, -0.1101, -0.0533, -0.0547, -0.0291, -0.0913, -0.1043, -0.0674, -0.131, -0.1391, -0.3095, -0.2953, -0.2457, -0.3019, -0.2395, -0.1857, -0.2229, -0.1705, -0.1539, -0.1403, -0.0628, -0.0669, -0.1331, -0.1475, -0.1876, -0.1934, -0.1829, -0.1729, -0.2585, -0.3312, -0.3138, -0.3378, -0.182, -0.2149, -0.1535, -0.1446, -0.1457, -0.212, -0.2019, -0.2019, -0.2277, -0.1843, -0.1345, -0.0669, -0.0417, -0.0517, -0.0432, -0.0483, -0.0965, -0.0583, -0.0688, -0.0564, -0.0312, 0.0479, 0.0591, 0.113, 0.2126, 0.1897, 0.176, 0.1969, 0.2455, 0.2579, 0.2376, 0.2552, 0.2242, 0.2242, 0.2795, 0.2624, 0.2393, 0.282, 0.3174, 0.3899, 0.4006, 0.4052, 0.4512, 0.4225, 0.4052, 0.4512, 0.431, 0.407, 0.4874, 0.4525, 0.5184, 0.5184, 0.5213, 0.4797, 0.5893, 0.6037, 0.638, 0.6091, 0.8145, 0.7893, 0.8988, 0.8295, 0.8295, 0.8112, 0.7688, 0.8322, 0.9128, 0.9058, 0.9372, 0.9291, 1.001, 1.0436, 1.1267, 1.0221, 0.9738, 0.9783, 0.9754, 1.032, 1.0692, 1.0023, 1.0562, 0.9971, 0.936, 1.0614, 1.0438, 1.0475, 1.1556, 1.2215, 1.2019, 1.211, 1.105, 1.1455, 1.2126, 1.2291]}
{"unit_id": "reply:1892759628536074499", "ticker_idx": 1, "ts": "2025-02-21T02:13:55+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buying up SOFI calls", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds HOOD and actively buying SOFI calls; long both names.", "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": "reply_other", "lang": "en", "tweet_text": "it's true. it never got the love. it's small MC and few follows it. It double last year so @Kawcak20  who put $2m, made $2m from it already, i call that good.  \n\nin term of current valuation right now like p/s, it's good compared to $HOOD.  i still hold $HOOD, and buying up SOFI calls.", "reply_text": null, "parent_text": "@DeepValueBagger @vizualstocks $SOFI great but never gets to love of $HOOD, who is constantly innovating and pushing boundaries.  I probably made the wrong choice years ago.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "quote:1889683564779716711", "ticker_idx": 0, "ts": "2025-02-12T14:30:45+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have a good feeling about $hood", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish HOOD ahead of earnings call.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I have a good feeling about $hood", "reply_text": null, "parent_text": null, "quoted_text": "Today’s the day. We’re broadcasting our earnings call live today on X, YouTube, and https://t.co/llL7qN2nEf at 2pm PT.", "parent_author": null, "ret_m1d": -0.045966726915367295, "ret_signed_m1d": -0.045966726915367295, "alpha_spy_m1d": -0.04919882960842614, "alpha_c_m1d": -0.049471356774634434, "bench_spy_m1d": 0.003232102693058847, "bench_c_m1d": 0.0035046298592671388, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14111964605940952, "ret_signed_p1d": 0.14111964605940952, "alpha_spy_p1d": 0.13056193780367287, "alpha_c_p1d": 0.1344996799389666, "bench_spy_p1d": 0.010557708255736653, "bench_c_p1d": 0.0066199661204429106, "ret_p1w": 0.059381142977733115, "ret_signed_p1w": 0.059381142977733115, "alpha_spy_p1w": 0.04351983540272064, "alpha_c_p1w": 0.0432207111740337, "bench_spy_p1w": 0.015861307575012473, "bench_c_p1w": 0.016160431803699415, "ret_p1m": -0.35575030305726396, "ret_signed_p1m": -0.35575030305726396, "alpha_spy_p1m": -0.26966574343935856, "alpha_c_p1m": -0.27903682823476095, "bench_spy_p1m": -0.0860845596179054, "bench_c_p1m": -0.07671347482250301, "ret_p3m": 0.0271865580739048, "ret_signed_p3m": 0.0271865580739048, "alpha_spy_p3m": 0.05804067359536469, "alpha_c_p3m": 0.03312957111216397, "bench_spy_p3m": -0.03085411552145989, "bench_c_p3m": -0.005943013038259171, "ret_p6m": 0.9894473915310174, "ret_signed_p6m": 0.9894473915310174, "alpha_spy_p6m": 0.9353060445283237, "alpha_c_p6m": 0.9821796408633503, "bench_spy_p6m": 0.054141347002693685, "bench_c_p6m": 0.00726775066766705, "ret_p1y": 0.7792882065539515, "ret_signed_p1y": 0.7792882065539515, "alpha_spy_p1y": 0.6189593270121028, "alpha_c_p1y": 0.7243078729069299, "bench_spy_p1y": 0.1603288795418487, "bench_c_p1y": 0.054980333647021595, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.059381142977733115, "alpha_spy_stated": 0.04351983540272064, "alpha_c_stated": 0.0432207111740337, "price_path": [-0.4219, -0.374, -0.3697, -0.3547, -0.3724, -0.3445, -0.323, -0.3486, -0.3266, -0.3266, -0.3286, -0.3271, -0.3089, -0.2846, -0.3039, -0.2547, -0.2928, -0.3318, -0.3232, -0.2965, -0.281, -0.2273, -0.2554, -0.3368, -0.3393, -0.3144, -0.3293, -0.2921, -0.2921, -0.2778, -0.3021, -0.3153, -0.3336, -0.3336, -0.2946, -0.2604, -0.2361, -0.2745, -0.2701, -0.2701, -0.2831, -0.2919, -0.2531, -0.1851, -0.1758, -0.1388, -0.1388, -0.1057, -0.1028, -0.0993, -0.0857, -0.1461, -0.1164, -0.0851, -0.052, -0.0708, -0.0717, -0.0596, -0.0306, -0.049, -0.0009, 0.0064, -0.046, 0.0, 0.1411, 0.1676, 0.1676, 0.081, 0.0594, 0.0027, -0.0771, -0.107, -0.1787, -0.1263, -0.1275, -0.1039, -0.1613, -0.1733, -0.1393, -0.198, -0.2055, -0.3627, -0.3497, -0.3039, -0.3558, -0.2982, -0.2484, -0.2828, -0.2345, -0.2191, -0.2066, -0.135, -0.1388, -0.2, -0.2132, -0.2502, -0.2556, -0.2459, -0.2366, -0.3157, -0.3828, -0.3667, -0.3888, -0.245, -0.2754, -0.2187, -0.2105, -0.2116, -0.2728, -0.2635, -0.2635, -0.2872, -0.2472, -0.2012, -0.1388, -0.1155, -0.1248, -0.117, -0.1216, -0.1662, -0.1309, -0.1406, -0.1291, -0.1059, -0.0329, -0.0225, 0.0272, 0.1191, 0.098, 0.0853, 0.1046, 0.1495, 0.161, 0.1422, 0.1585, 0.1299, 0.1299, 0.1808, 0.1651, 0.1438, 0.1832, 0.2159, 0.2828, 0.2926, 0.2969, 0.3393, 0.3128, 0.2969, 0.3393, 0.3207, 0.2985, 0.3727, 0.3405, 0.4014, 0.4014, 0.404, 0.3656, 0.4668, 0.4801, 0.5117, 0.4851, 0.6747, 0.6514, 0.7525, 0.6884, 0.6884, 0.6716, 0.6324, 0.6909, 0.7653, 0.7589, 0.7879, 0.7804, 0.8467, 0.8861, 0.9628, 0.8662, 0.8217, 0.8258, 0.8231, 0.8753, 0.9097, 0.848, 0.8977, 0.8431, 0.7868, 0.9025, 0.8862, 0.8896, 0.9894]}
{"unit_id": "reply:1884590846554632416", "ticker_idx": 0, "ts": "2025-01-29T13:14:06+00:00", "symbol": "GSAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gsat is soon to be a dinosaur", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish GSAT; sees it becoming obsolete as Apple embraces Starlink satellite connectivity.", "resolved_tickers": ["GSAT"], "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": "reply_other", "lang": "en", "tweet_text": "@SpaceInvestor_D @Globalstar Gsat is soon to be a dinosaur.", "reply_text": null, "parent_text": "$GSAT -20%\n\nGetting hit pre-market after $AAPL announced iPhone support for Starlink. https://t.co/Y012zkKtCh", "quoted_text": null, "parent_author": "SpaceInvestor_D", "ret_m1d": 0.2165605327682505, "ret_signed_m1d": -0.2165605327682505, "alpha_spy_m1d": -0.21205748173532268, "alpha_c_m1d": -0.22097797857604573, "bench_spy_m1d": 0.004503051032927807, "bench_c_m1d": -0.004417445807795239, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05732477782829848, "ret_signed_p1d": 0.05732477782829848, "alpha_spy_p1d": 0.06269186009508887, "alpha_c_p1d": 0.05830634773629584, "bench_spy_p1d": 0.005367082266790391, "bench_c_p1d": 0.0009815699079973594, "ret_p1w": 0.006369491751101686, "ret_signed_p1w": -0.006369491751101686, "alpha_spy_p1w": -0.002365094847172289, "alpha_c_p1w": 1.10938726884946e-05, "bench_spy_p1w": 0.004004396903929397, "bench_c_p1w": 0.00638058562379018, "ret_p1m": -0.08450105458969648, "ret_signed_p1m": 0.08450105458969648, "alpha_spy_p1m": 0.05665172694752585, "alpha_c_p1m": 0.07134707239244986, "bench_spy_p1m": -0.02784932764217063, "bench_c_p1m": -0.013153982197246616, "ret_p3m": -0.16348189379396516, "ret_signed_p3m": 0.16348189379396516, "alpha_spy_p3m": 0.08155737356546311, "alpha_c_p3m": 0.0960461960009954, "bench_spy_p3m": -0.08192452022850205, "bench_c_p3m": -0.06743569779296976, "ret_p6m": 0.05859877336826114, "ret_signed_p6m": -0.05859877336826114, "alpha_spy_p6m": 0.0018847540248092542, "alpha_c_p6m": 0.013512076173860965, "bench_spy_p6m": 0.06048352739307039, "bench_c_p6m": 0.0721108495421221, "ret_p1y": 1.5545648321184884, "ret_signed_p1y": -1.5545648321184884, "alpha_spy_p1y": -1.391768907094448, "alpha_c_p1y": -1.4102514873119036, "bench_spy_p1y": 0.1627959250240405, "bench_c_p1y": 0.14431334480658475, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08450105458969648, "alpha_spy_stated": 0.05665172694752585, "alpha_c_stated": 0.07134707239244986, "price_path": [-0.121, 0.1592, 0.1146, 0.1847, 0.1783, 0.2611, 0.2803, 0.2102, 0.1146, 0.2038, 0.1465, 0.0892, 0.1083, 0.0892, 0.1274, 0.1401, 0.1911, 0.1592, 0.2102, 0.2102, 0.242, 0.2293, 0.3376, 0.3312, 0.3121, 0.4076, 0.3439, 0.4586, 0.414, 0.2739, 0.242, 0.242, 0.2102, 0.1783, 0.1975, 0.242, 0.2293, 0.2548, 0.2548, 0.3567, 0.3694, 0.3822, 0.3185, 0.3185, 0.3503, 0.4013, 0.3949, 0.3631, 0.2611, 0.2611, 0.2038, 0.1465, 0.1592, 0.1847, 0.1847, 0.2038, 0.2038, 0.2548, 0.2357, 0.2102, 0.2611, 0.1592, 0.2166, 0.0, -0.0573, -0.0255, -0.0446, -0.0191, 0.0064, 0.0191, -0.0382, -0.0064, 0.0331, -0.1057, -0.0616, -0.0378, -0.0378, -0.0535, -0.0229, -0.0548, -0.1223, -0.1261, -0.169, -0.0769, -0.0845, -0.0832, -0.1108, -0.0837, -0.0195, -0.048, -0.0195, -0.0773, -0.0577, -0.059, -0.0904, -0.0943, -0.0824, -0.1176, -0.0786, -0.082, -0.0671, -0.0055, -0.0153, -0.0212, -0.0437, -0.0964, -0.1142, -0.1206, -0.1163, -0.1656, -0.2085, -0.2059, -0.2166, -0.1499, -0.1805, -0.1694, -0.1703, -0.1631, -0.1732, -0.169, -0.169, -0.1919, -0.1936, -0.189, -0.1699, -0.1673, -0.1635, -0.1648, -0.1839, -0.1643, -0.1338, -0.1554, -0.1571, -0.1461, -0.1427, -0.2531, -0.1911, -0.1966, -0.2076, -0.2076, -0.2208, -0.2195, -0.186, -0.2225, -0.2149, -0.2246, -0.2246, -0.1881, -0.1975, -0.2055, -0.2161, -0.2115, -0.1953, -0.1669, -0.1622, -0.155, -0.1002, -0.0743, -0.0688, -0.0577, -0.0679, -0.0072, -0.0093, 0.0123, 0.0123, -0.003, 0.0102, 0.0098, -0.0144, -0.0059, -0.0004, 0.0, -0.0174, 0.0102, 0.0582, 0.0582, 0.1261, 0.1444, 0.1478, 0.1597, 0.1529, 0.1732, 0.1732, 0.166, 0.2008, 0.1877, 0.1032, 0.0989, 0.1083, 0.0586]}
{"unit_id": "reply:1885690829898949088", "ticker_idx": 0, "ts": "2025-02-01T14:05:02+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'm long until space civilization", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long RKLB with an indefinite, very long-term hold horizon.", "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": "reply_other", "lang": "en", "tweet_text": "@XFinancialX Haha. I'm long until space civilization", "reply_text": null, "parent_text": "When new $RKLB retail say they’re long til Neutron 😂 https://t.co/4usEwCeYnS", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": 0.02360817815738958, "ret_signed_m1d": 0.02360817815738958, "alpha_spy_m1d": 0.01683303174317108, "alpha_c_m1d": 0.01360664221898511, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.010001535938404471, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010570865161402487, "ret_signed_p1d": 0.010570865161402487, "alpha_spy_p1d": 0.0038625999251900023, "alpha_c_p1d": 0.010278889287328008, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.00029197587407447934, "ret_p1w": 0.07822414680589995, "ret_signed_p1w": 0.07822414680589995, "alpha_spy_p1w": 0.06638025869146413, "alpha_c_p1w": 0.06668962400765865, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.011534522798241298, "ret_p1m": -0.330690577838611, "ret_signed_p1m": -0.330690577838611, "alpha_spy_p1m": -0.29571057936109246, "alpha_c_p1m": -0.29265583883972723, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.038034738998883766, "ret_p3m": -0.2205778191208413, "ret_signed_p3m": -0.2205778191208413, "alpha_spy_p3m": -0.1576437729975454, "alpha_c_p3m": -0.18871998185606942, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.03185783726477187, "ret_p6m": 0.5429880976199608, "ret_signed_p6m": 0.5429880976199608, "alpha_spy_p6m": 0.4739237268747436, "alpha_c_p6m": 0.4210319773254465, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.1219561202945143, "ret_p1y": 2.0944327798370526, "ret_signed_p1y": 2.0944327798370526, "alpha_spy_p1y": 1.9343733469790567, "alpha_c_p1y": 1.8632598598501346, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.2311729199869179, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 2.0944327798370526, "alpha_spy_stated": 1.9343733469790567, "alpha_c_stated": 1.8632598598501346, "price_path": [-0.5402, -0.5257, -0.524, -0.4792, -0.4834, -0.3365, -0.3883, -0.3305, -0.3203, -0.2777, -0.2889, -0.2104, -0.1804, -0.1522, -0.1036, -0.0955, -0.0955, -0.0388, -0.1489, -0.1892, -0.1857, -0.1572, -0.1304, -0.1811, -0.1949, -0.1772, -0.2044, -0.1395, -0.0874, -0.0708, -0.1924, -0.1818, -0.1237, -0.0983, -0.0627, -0.0627, 0.0021, -0.0409, -0.0726, -0.1025, -0.1025, -0.1205, 0.0127, 0.0148, -0.0152, -0.0359, -0.0359, -0.0518, -0.1575, -0.1487, -0.1237, -0.1318, -0.1543, -0.1543, 0.1018, 0.0437, 0.1124, 0.0698, 0.037, 0.0211, 0.0173, 0.0053, 0.0236, 0.0, 0.0106, 0.0078, -0.0247, -0.0342, 0.0782, -0.0056, -0.0268, -0.0028, -0.0127, -0.0127, -0.0226, -0.0863, -0.1099, -0.1702, -0.2075, -0.2854, -0.2512, -0.3013, -0.278, -0.3425, -0.3307, -0.2812, -0.3425, -0.3376, -0.3968, -0.3717, -0.3506, -0.3809, -0.3372, -0.327, -0.3665, -0.3383, -0.3471, -0.3326, -0.2879, -0.2858, -0.315, -0.351, -0.3439, -0.37, -0.3605, -0.3185, -0.3696, -0.4232, -0.3827, -0.3946, -0.2745, -0.3083, -0.3083, -0.3259, -0.2576, -0.2962, -0.3044, -0.3044, -0.3428, -0.3291, -0.2851, -0.229, -0.2114, -0.2012, -0.2107, -0.2322, -0.2206, -0.1899, -0.2079, -0.2118, -0.2146, -0.186, -0.2773, -0.2509, -0.2308, -0.1498, -0.1113, -0.099, -0.0909, -0.0839, -0.1131, -0.0902, -0.1043, -0.1043, 0.0134, 0.0194, -0.0363, -0.056, -0.0627, -0.0585, -0.0518, -0.068, 0.019, 0.0444, -0.0426, -0.0359, -0.0698, -0.1047, -0.0645, -0.0691, -0.0187, -0.0187, 0.0585, 0.155, 0.179, 0.1399, 0.2734, 0.2467, 0.2604, 0.2097, 0.2572, 0.2565, 0.2565, 0.37, 0.365, 0.3791, 0.3777, 0.3753, 0.5226, 0.5715, 0.6804, 0.8087, 0.8108, 0.6628, 0.6519, 0.7319, 0.6959, 0.6712, 0.5895, 0.543]}
{"unit_id": "reply:1930616371567808951", "ticker_idx": 0, "ts": "2025-06-05T13:23:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "yes, $NBIS is legit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses NBIS as legitimate, affirming parent's bullish 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": "reply_other", "lang": "en", "tweet_text": "@optionscjp yes, $NBIS is legit", "reply_text": null, "parent_text": "Lots of people on X suddenly talking about $NBIS \n\n$50-$60 is happening sooner than we know it imo\n\n7k shares long", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.14924405963879672, "ret_signed_m1d": -0.14924405963879672, "alpha_spy_m1d": -0.1541003892213082, "alpha_c_m1d": -0.14787689419143424, "bench_spy_m1d": 0.004856329582511476, "bench_c_m1d": -0.001367165447362484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04276456965147091, "ret_signed_p1d": 0.04276456965147091, "alpha_spy_p1d": 0.03249553867770638, "alpha_c_p1d": 0.02997153715856604, "bench_spy_p1d": 0.010269030973764526, "bench_c_p1d": 0.012793032492904866, "ret_p1w": 0.085961114639729, "ret_signed_p1w": 0.085961114639729, "alpha_spy_p1w": 0.06791874188042746, "alpha_c_p1w": 0.07394937356383369, "bench_spy_p1w": 0.01804237275930154, "bench_c_p1w": 0.01201174107589531, "ret_p1m": 0.08531319282998395, "ret_signed_p1m": 0.08531319282998395, "alpha_spy_p1m": 0.027748487863590743, "alpha_c_p1m": 0.027674214502936723, "bench_spy_p1m": 0.05756470496639321, "bench_c_p1m": 0.05763897832704723, "ret_p3m": 0.41943849467923866, "ret_signed_p3m": 0.41943849467923866, "alpha_spy_p3m": 0.3366244660526514, "alpha_c_p3m": 0.3308651860473486, "bench_spy_p3m": 0.08281402862658727, "bench_c_p3m": 0.08857330863189006, "ret_p6m": 1.0490281708394487, "ret_signed_p6m": 1.0490281708394487, "alpha_spy_p6m": 0.8900860725402078, "alpha_c_p6m": 0.9154980487693765, "bench_spy_p6m": 0.15894209829924089, "bench_c_p6m": 0.1335301220700722, "ret_p1y": 3.638661075841868, "ret_signed_p1y": 3.638661075841868, "alpha_spy_p1y": 3.366950834196368, "alpha_c_p1y": 3.4971403186811703, "bench_spy_p1y": 0.27171024164549973, "bench_c_p1y": 0.14152075716069734, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08531319282998395, "alpha_spy_stated": 0.027748487863590743, "alpha_c_stated": 0.027674214502936723, "price_path": [-0.4339, -0.4503, -0.3866, -0.4348, -0.379, -0.389, -0.4456, -0.4043, -0.4347, -0.4173, -0.3695, -0.4132, -0.4663, -0.4512, -0.5181, -0.5441, -0.5099, -0.4719, -0.5298, -0.5618, -0.5454, -0.5667, -0.4933, -0.5456, -0.5354, -0.5523, -0.5393, -0.5447, -0.535, -0.535, -0.5525, -0.5279, -0.5041, -0.4717, -0.4713, -0.4793, -0.4847, -0.5091, -0.4833, -0.4514, -0.486, -0.4592, -0.4071, -0.3905, -0.3894, -0.2799, -0.2382, -0.2199, -0.227, -0.194, -0.1888, -0.1546, -0.1594, -0.1836, -0.1665, -0.1665, -0.14, -0.1447, -0.1784, -0.2063, -0.222, -0.195, -0.1492, 0.0, 0.0428, 0.1356, 0.1341, 0.0922, 0.086, 0.0179, 0.0898, 0.0438, 0.0436, 0.0436, 0.0361, 0.0255, 0.1019, 0.0479, 0.1361, 0.1197, 0.195, 0.0866, 0.0793, 0.0853, 0.0853, 0.0333, 0.0173, -0.0054, 0.0028, -0.0432, 0.122, 0.1562, 0.1514, 0.1596, 0.1402, 0.1311, 0.1017, 0.1205, 0.1266, 0.1095, 0.1393, 0.0886, 0.1078, 0.1756, 0.1231, 0.17, 0.1916, 0.1898, 0.4106, 0.4855, 0.5171, 0.627, 0.5255, 0.4786, 0.5469, 0.5667, 0.4512, 0.4572, 0.4294, 0.4898, 0.5123, 0.5222, 0.514, 0.5559, 0.4756, 0.4756, 0.4194, 0.4179, 0.4019, 0.414, 0.3836, 1.0674, 1.0171, 0.9263, 0.9527, 0.9646, 0.9315, 1.032, 1.0328, 1.1449, 1.3024, 1.3283, 1.4456, 1.3313, 1.3261, 1.3806, 1.4248, 1.497, 1.7186, 1.7641, 1.6985, 1.5421, 1.635, 1.8648, 1.7987, 1.9257, 1.7678, 1.7177, 1.6575, 1.4501, 1.3542, 1.2523, 1.13, 1.2929, 1.5326, 1.7091, 1.6313, 1.7019, 1.6821, 1.8255, 1.6019, 1.3875, 1.527, 1.3637, 1.4035, 1.3747, 1.2078, 1.038, 0.9143, 0.8043, 0.857, 0.9555, 1.0533, 0.8281, 0.7983, 0.9849, 0.9197, 1.0451, 1.0451, 1.049]}
{"unit_id": "quote:1940080696112169263", "ticker_idx": 0, "ts": "2025-07-01T16:10:57+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BBB will be over soon and Elon can get back to business. $TSLA", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TSLA as BBB distraction ends and Musk returns focus to Tesla business.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "As I said, BBB will be over soon and Elon can get back to business.  The House will need to vote on it, and goes to Trump desk. $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Senate passes Trump's Big, Beautiful bill.", "parent_author": null, "ret_m1d": 0.05636664124465374, "ret_signed_m1d": 0.05636664124465374, "alpha_spy_m1d": 0.05604292220041218, "alpha_c_m1d": 0.060627573048538164, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.004260931803884427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04968242780731846, "ret_signed_p1d": 0.04968242780731846, "alpha_spy_p1d": 0.045149162228514284, "alpha_c_p1d": 0.04166445295680643, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.008017974850512033, "ret_p1w": -0.009643822882145936, "ret_signed_p1w": -0.009643822882145936, "alpha_spy_p1w": -0.01399904298661736, "alpha_c_p1w": -0.0068948391670105025, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": -0.0027489837151354335, "ret_p1m": 0.060955796650281835, "ret_signed_p1m": 0.060955796650281835, "alpha_spy_p1m": 0.033739817398674266, "alpha_c_p1m": 0.03832222966953713, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.0226335669807447, "ret_p3m": 0.4645339576695575, "ret_signed_p3m": 0.4645339576695575, "alpha_spy_p3m": 0.39005030203428337, "alpha_c_p3m": 0.36431955835786733, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.10021439931169018, "ret_p6m": 0.6141798001048342, "ret_signed_p6m": 0.6141798001048342, "alpha_spy_p6m": 0.4900161617265826, "alpha_c_p6m": 0.48662922434922473, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.12755057575560946, "ret_p1y": 0.33181471056708345, "ret_signed_p1y": 0.33181471056708345, "alpha_spy_p1y": 0.10941682968789856, "alpha_c_p1y": 0.25204303304658815, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.0797716775204953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060955796650281835, "alpha_spy_stated": 0.033739817398674266, "alpha_c_stated": 0.03832222966953713, "price_path": [-0.1112, -0.2038, -0.2242, -0.2622, -0.0948, -0.1607, -0.161, -0.1608, -0.155, -0.1967, -0.1973, -0.1973, -0.2435, -0.2086, -0.1662, -0.137, -0.0524, -0.0493, -0.0289, -0.0617, -0.0671, -0.0449, -0.068, -0.0843, -0.0814, -0.0528, -0.0081, 0.0588, 0.1109, 0.1562, 0.14, 0.1638, 0.1376, 0.1434, 0.1128, 0.1341, 0.1285, 0.1285, 0.2068, 0.1869, 0.1919, 0.1521, 0.1396, 0.1449, 0.1042, -0.0532, -0.0185, 0.0262, 0.0844, 0.0855, 0.0612, 0.0818, 0.0945, 0.052, 0.071, 0.071, 0.0713, 0.1595, 0.1322, 0.0893, 0.0834, 0.0762, 0.0564, 0.0, 0.0497, 0.0487, 0.0487, -0.0225, -0.0096, -0.0161, 0.0305, 0.0426, 0.0538, 0.0335, 0.0697, 0.0622, 0.0962, 0.0924, 0.1044, 0.1059, 0.0153, 0.051, 0.0827, 0.0681, 0.061, 0.0251, 0.0064, 0.0284, 0.0266, 0.0638, 0.0717, 0.0962, 0.1274, 0.1335, 0.1286, 0.116, 0.0993, 0.1146, 0.0951, 0.0771, 0.0645, 0.1307, 0.1526, 0.1695, 0.1626, 0.1505, 0.1103, 0.1103, 0.0953, 0.111, 0.1258, 0.1667, 0.1519, 0.1538, 0.1566, 0.2265, 0.3167, 0.3636, 0.4021, 0.4162, 0.3862, 0.4169, 0.4439, 0.4161, 0.4725, 0.408, 0.4645, 0.4739, 0.4789, 0.5279, 0.4499, 0.4294, 0.5073, 0.4402, 0.4588, 0.4484, 0.375, 0.4496, 0.4274, 0.4471, 0.4258, 0.4609, 0.4879, 0.4719, 0.4598, 0.4931, 0.4423, 0.5045, 0.5315, 0.5347, 0.4635, 0.5183, 0.5575, 0.4774, 0.5366, 0.4829, 0.4284, 0.4806, 0.4619, 0.4319, 0.3368, 0.3447, 0.3598, 0.3343, 0.3435, 0.3143, 0.3006, 0.3893, 0.3947, 0.4186, 0.4186, 0.4305, 0.4304, 0.4274, 0.4856, 0.5115, 0.5131, 0.4618, 0.4804, 0.5013, 0.4861, 0.5263, 0.5806, 0.6291, 0.5539, 0.6074, 0.6002, 0.6253, 0.6147, 0.6142]}
{"unit_id": "quote:1901226384967487627", "ticker_idx": 0, "ts": "2025-03-16T10:57:47+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What's more bullish than that! I'm very sure LBT has a game plan coming into this", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC on CEO Lip-Bu Tan's $25M personal share purchase and conviction he has a turnaround plan.", "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": "New $intc plans to buy $25m shares in his first 30 days us 200% performance bonus. What's more bullish than that! \n\nI'm very sure LBT has a game plan coming into this and having sat on the $intc for last few years.", "reply_text": null, "parent_text": null, "quoted_text": "Lip-Bu Tan agreed to buy 25 mln 💵 of $INTC shares within 30 days of joining.\n\nThe $INTC executive team is expected to hold a certain amount of $INTC shares. However they are usually given a much longer window as this usually requires a significant cash outlay. https://t.co/r1XTow5rjJ", "parent_author": null, "ret_m1d": -0.06383811844701581, "ret_signed_m1d": -0.06383811844701581, "alpha_spy_m1d": -0.0561856818687827, "alpha_c_m1d": -0.053399626232047304, "bench_spy_m1d": -0.007652436578233113, "bench_c_m1d": -0.010438492214968509, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008952881956207692, "ret_signed_p1d": 0.008952881956207692, "alpha_spy_p1d": 0.01976126039514392, "alpha_c_p1d": 0.024414110958055346, "bench_spy_p1d": -0.010808378438936228, "bench_c_p1d": -0.015461229001847654, "ret_p1w": -0.057220754773995575, "ret_signed_p1w": -0.057220754773995575, "alpha_spy_p1w": -0.07248469000538194, "alpha_c_p1w": -0.06451456304908687, "bench_spy_p1w": 0.01526393523138636, "bench_c_p1w": 0.007293808275091296, "ret_p1m": -0.22732580892109033, "ret_signed_p1m": -0.22732580892109033, "alpha_spy_p1m": -0.1780921526488255, "alpha_c_p1m": -0.11359414271592028, "bench_spy_p1m": -0.049233656272264836, "bench_c_p1m": -0.11373166620517006, "ret_p3m": -0.19151420685147236, "ret_signed_p3m": -0.19151420685147236, "alpha_spy_p3m": -0.2592496160659863, "alpha_c_p3m": -0.34084150253425727, "bench_spy_p3m": 0.06773540921451393, "bench_c_p3m": 0.1493272956827849, "ret_p6m": -0.04865706399432945, "ret_signed_p6m": -0.04865706399432945, "alpha_spy_p6m": -0.20216957627707532, "alpha_c_p6m": -0.3493645242890179, "bench_spy_p6m": 0.15351251228274587, "bench_c_p6m": 0.3007074602946884, "ret_p1y": 0.7742312527642263, "ret_signed_p1y": 0.7742312527642263, "alpha_spy_p1y": 0.5520227130035951, "alpha_c_p1y": 0.025708231391472935, "bench_spy_p1y": 0.22220853976063126, "bench_c_p1y": 0.7485230213727534, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22732580892109033, "alpha_spy_stated": -0.1780921526488255, "alpha_c_stated": -0.11359414271592028, "price_path": [-0.2487, -0.2581, -0.2402, -0.2137, -0.2059, -0.2059, -0.2044, -0.2098, -0.2285, -0.2195, -0.2195, -0.2129, -0.1997, -0.2265, -0.2211, -0.2262, -0.2262, -0.2546, -0.2526, -0.2526, -0.2324, -0.2343, -0.1635, -0.1635, -0.1526, -0.1491, -0.1604, -0.1892, -0.2102, -0.2293, -0.2312, -0.2211, -0.2437, -0.2456, -0.2491, -0.2351, -0.2456, -0.2565, -0.2304, -0.1837, -0.125, -0.0607, -0.0814, -0.0814, 0.0662, 0.0012, 0.0156, -0.0319, -0.0553, -0.1051, -0.0845, -0.1012, -0.0763, -0.1148, -0.1697, -0.19, -0.1923, -0.1966, -0.2242, -0.2301, -0.195, -0.0775, -0.0638, 0.0, 0.009, -0.0611, -0.0673, -0.0557, -0.0572, -0.058, -0.0884, -0.0806, -0.116, -0.116, -0.1417, -0.1444, -0.1269, -0.2273, -0.2382, -0.2943, -0.1619, -0.2262, -0.2316, -0.2094, -0.2273, -0.2515, -0.2631, -0.2631, -0.2666, -0.2406, -0.1985, -0.1635, -0.2195, -0.2016, -0.2083, -0.2176, -0.2223, -0.1974, -0.211, -0.2238, -0.2094, -0.1826, -0.1662, -0.1366, -0.1218, -0.1623, -0.1612, -0.1569, -0.1678, -0.1721, -0.1946, -0.2001, -0.2195, -0.2195, -0.2001, -0.2071, -0.2118, -0.239, -0.2316, -0.2102, -0.2118, -0.2219, -0.2192, -0.2028, -0.1405, -0.195, -0.1915, -0.216, -0.1927, -0.1903, -0.1635, -0.1635, -0.1794, -0.1752, -0.1222, -0.1359, -0.1242, -0.1168, -0.1281, -0.1105, -0.1483, -0.1246, -0.1246, -0.1436, -0.0817, -0.0876, -0.0728, -0.088, -0.093, -0.1078, -0.1168, -0.1125, -0.1008, -0.0946, -0.0954, -0.0856, -0.1191, -0.1942, -0.195, -0.2055, -0.2083, -0.2293, -0.2483, -0.2409, -0.2141, -0.2055, -0.2304, -0.2234, -0.1962, -0.151, -0.1351, -0.0712, -0.044, -0.079, -0.0148, -0.0837, -0.0852, -0.0346, -0.0444, -0.0522, -0.0327, -0.0296, -0.0522, -0.0522, -0.0576, -0.0658, -0.042, -0.0467, -0.0471, -0.0487]}
{"unit_id": "orig:1902434732605919446", "ticker_idx": 0, "ts": "2025-03-19T18:59:20+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think the worst is behind us... $TSLA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Believes TSLA's worst is over; implied bullish from here.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I think the worst is behind us... $TSLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04472993735460373, "ret_signed_m1d": -0.04472993735460373, "alpha_spy_m1d": -0.03395642521328979, "alpha_c_m1d": -0.02591752684129245, "bench_spy_m1d": -0.010773512141313946, "bench_c_m1d": -0.018812410513311284, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0016958954271570903, "ret_signed_p1d": 0.0016958954271570903, "alpha_spy_p1d": 0.00458770351434612, "alpha_c_p1d": 0.004079072913036885, "bench_spy_p1d": -0.0028918080871890295, "bench_c_p1d": -0.002383177485879795, "ret_p1w": 0.15348086515121206, "ret_signed_p1w": 0.15348086515121206, "alpha_spy_p1w": 0.14789067107124176, "alpha_c_p1w": 0.12011841758758113, "bench_spy_p1w": 0.005590194079970301, "bench_c_p1w": 0.03336244756363094, "ret_p1m": 0.023361292684547452, "ret_signed_p1m": 0.023361292684547452, "alpha_spy_p1m": 0.09236930443129998, "alpha_c_p1m": 0.08065910085862293, "bench_spy_p1m": -0.06900801174675253, "bench_c_p1m": -0.05729780817407548, "ret_p3m": 0.3954464683757295, "ret_signed_p3m": 0.3954464683757295, "alpha_spy_p3m": 0.3295658302776632, "alpha_c_p3m": 0.30722024273571735, "bench_spy_p3m": 0.06588063809806632, "bench_c_p3m": 0.08822622564001215, "ret_p6m": 0.5636818307648526, "ret_signed_p6m": 0.5636818307648526, "alpha_spy_p6m": 0.3971798884983375, "alpha_c_p6m": 0.35400891178654037, "bench_spy_p6m": 0.16650194226651505, "bench_c_p6m": 0.2096729189783122, "ret_p1y": 0.6820571947752136, "ret_signed_p1y": 0.6820571947752136, "alpha_spy_p1y": 0.4825513351366031, "alpha_c_p1y": 0.5114255261975911, "bench_spy_p1y": 0.19950585963861056, "bench_c_p1y": 0.17063166857762258, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.023361292684547452, "alpha_spy_stated": 0.09236930443129998, "alpha_c_stated": 0.08065910085862293, "price_path": [0.7852, 0.8257, 0.96, 0.96, 0.9254, 0.8302, 0.7697, 0.7122, 0.7122, 0.6081, 0.7402, 0.7428, 0.672, 0.6745, 0.6745, 0.6736, 0.71, 0.6805, 0.8156, 0.7545, 0.8083, 0.8083, 0.798, 0.76, 0.7484, 0.7238, 0.6838, 0.6878, 0.6497, 0.6971, 0.7154, 0.6267, 0.6629, 0.6034, 0.587, 0.5332, 0.487, 0.3928, 0.4267, 0.5091, 0.5087, 0.5087, 0.5014, 0.5287, 0.5026, 0.4322, 0.4014, 0.2838, 0.2329, 0.1954, 0.2422, 0.2069, 0.1534, 0.1833, 0.117, 0.1137, -0.0581, -0.0224, 0.0519, 0.0204, 0.0599, 0.0091, -0.0447, 0.0, 0.0017, 0.0545, 0.1803, 0.2217, 0.1535, 0.158, 0.1174, 0.0988, 0.1382, 0.1988, 0.1332, 0.0151, -0.0109, -0.0594, 0.1541, 0.0701, 0.0697, 0.0699, 0.0774, 0.0241, 0.0234, 0.0234, -0.0354, 0.0089, 0.0631, 0.1003, 0.2081, 0.2121, 0.2381, 0.1963, 0.1893, 0.2177, 0.1882, 0.1674, 0.1711, 0.2076, 0.2646, 0.3499, 0.4164, 0.4741, 0.4535, 0.4838, 0.4504, 0.4577, 0.4187, 0.4459, 0.4387, 0.4387, 0.5386, 0.5132, 0.5197, 0.4689, 0.4529, 0.4596, 0.4078, 0.2071, 0.2513, 0.3083, 0.3826, 0.384, 0.353, 0.3793, 0.3954, 0.3413, 0.3654, 0.3654, 0.3659, 0.4783, 0.4435, 0.3887, 0.3812, 0.3721, 0.3468, 0.275, 0.3383, 0.337, 0.337, 0.2462, 0.2627, 0.2545, 0.3138, 0.3292, 0.3436, 0.3176, 0.3638, 0.3542, 0.3977, 0.3927, 0.4081, 0.41, 0.2944, 0.34, 0.3804, 0.3618, 0.3527, 0.307, 0.2831, 0.3112, 0.3089, 0.3564, 0.3664, 0.3977, 0.4374, 0.4451, 0.4389, 0.4228, 0.4015, 0.421, 0.3962, 0.3733, 0.3572, 0.4416, 0.4695, 0.491, 0.4822, 0.4669, 0.4155, 0.4155, 0.3964, 0.4165, 0.4353, 0.4875, 0.4687, 0.4711, 0.4746, 0.5637]}
{"unit_id": "reply:1930710363466616948", "ticker_idx": 0, "ts": "2025-06-05T19:36:36+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 has a high chance getting picked, and likely have more allocation after this fiasco", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB: government redundancy patterns suggest Rocket Lab gets picked and gains more contract allocation post-fiasco.", "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": "reply_other", "lang": "en", "tweet_text": "i worked as govt contractor before, automating their systems.  There's on truth to the government: they always double up on everything.   We gave them 2 x computer, 2x equipment etc.   \n\nFor ISS resupply, they  picked Boeing, and SpaceX\nSo yes, RKLB has a high chance getting picked, and likely have more allocation after this fiasco.", "reply_text": null, "parent_text": "@SciGuySpace @DeepValueBagger do you think rocket lab has a better chance at getting some of them ?", "quoted_text": null, "parent_author": "LoganNYSE", "ret_m1d": 0.01739126923267187, "ret_signed_m1d": 0.01739126923267187, "alpha_spy_m1d": 0.012534939650160393, "alpha_c_m1d": 0.01669542665208934, "bench_spy_m1d": 0.004856329582511476, "bench_c_m1d": 0.0006958425805825286, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09338371425740544, "ret_signed_p1d": 0.09338371425740544, "alpha_spy_p1d": 0.08311468328364091, "alpha_c_p1d": 0.08496456914817774, "bench_spy_p1d": 0.010269030973764526, "bench_c_p1d": 0.0084191451092277, "ret_p1w": -0.0018904023806017856, "ret_signed_p1w": -0.0018904023806017856, "alpha_spy_p1w": -0.019932775139903325, "alpha_c_p1w": -0.0028645388470783795, "bench_spy_p1w": 0.01804237275930154, "bench_c_p1w": 0.0009741364664765939, "ret_p1m": 0.34820411413285446, "ret_signed_p1m": 0.34820411413285446, "alpha_spy_p1m": 0.29063940916646125, "alpha_c_p1m": 0.30537932332518203, "bench_spy_p1m": 0.05756470496639321, "bench_c_p1m": 0.04282479080767243, "ret_p3m": 0.8642722098663211, "ret_signed_p3m": 0.8642722098663211, "alpha_spy_p3m": 0.7814581812397339, "alpha_c_p3m": 0.8134912341657998, "bench_spy_p3m": 0.08281402862658727, "bench_c_p3m": 0.050780975700521314, "ret_p6m": 0.5931946379636064, "ret_signed_p6m": 0.5931946379636064, "alpha_spy_p6m": 0.4342525396643655, "alpha_c_p6m": 0.5161374340081657, "bench_spy_p6m": 0.15894209829924089, "bench_c_p6m": 0.07705720395544069, "ret_p1y": 4.132702857878806, "ret_signed_p1y": 4.132702857878806, "alpha_spy_p1y": 3.8609926162333066, "alpha_c_p1y": 3.92142429702494, "bench_spy_p1y": 0.27171024164549973, "bench_c_p1y": 0.2112785608538661, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34820411413285446, "alpha_spy_stated": 0.29063940916646125, "alpha_c_stated": 0.30537932332518203, "price_path": [-0.3527, -0.3259, -0.3032, -0.3357, -0.2888, -0.2779, -0.3202, -0.29, -0.2994, -0.2839, -0.2359, -0.2336, -0.265, -0.3036, -0.296, -0.324, -0.3138, -0.2688, -0.3236, -0.3811, -0.3376, -0.3505, -0.2216, -0.2578, -0.2578, -0.2767, -0.2034, -0.2448, -0.2537, -0.2537, -0.2949, -0.2802, -0.2329, -0.1728, -0.1539, -0.1429, -0.1531, -0.1762, -0.1637, -0.1308, -0.1501, -0.1543, -0.1573, -0.1267, -0.2246, -0.1962, -0.1747, -0.0877, -0.0465, -0.0333, -0.0246, -0.017, -0.0484, -0.0238, -0.0389, -0.0389, 0.0873, 0.0938, 0.034, 0.0129, 0.0057, 0.0102, 0.0174, 0.0, 0.0934, 0.1206, 0.0272, 0.0344, -0.0019, -0.0393, 0.0038, -0.0011, 0.0529, 0.0529, 0.1357, 0.2393, 0.265, 0.2231, 0.3664, 0.3376, 0.3524, 0.2979, 0.349, 0.3482, 0.3482, 0.4699, 0.4647, 0.4798, 0.4783, 0.4756, 0.6336, 0.6862, 0.803, 0.9406, 0.9429, 0.7841, 0.7724, 0.8582, 0.8197, 0.7932, 0.7055, 0.6556, 0.7558, 0.7361, 0.6941, 0.6839, 0.6919, 0.6673, 0.6715, 0.6896, 0.7021, 0.642, 0.6257, 0.6185, 0.6737, 0.7002, 0.5471, 0.5384, 0.5701, 0.6779, 0.7853, 0.8197, 0.7486, 0.8113, 0.8374, 0.8374, 0.8643, 0.6457, 0.6253, 0.7331, 0.8045, 0.7781, 0.7456, 0.831, 1.0166, 1.0431, 0.7862, 0.8178, 0.7837, 0.8068, 0.8832, 1.0004, 0.8408, 0.7629, 0.749, 0.7773, 0.8113, 0.8136, 0.9837, 1.1233, 1.2117, 1.3255, 1.4692, 1.5112, 1.4295, 1.4733, 1.572, 1.6189, 1.5331, 1.5055, 1.5463, 1.4726, 1.2898, 1.4034, 1.4408, 1.4809, 1.4102, 1.5013, 1.3032, 1.3811, 1.3191, 1.1388, 1.1331, 0.8756, 0.9524, 0.9622, 0.9372, 0.8892, 0.7108, 0.7217, 0.6374, 0.6174, 0.6491, 0.4926, 0.5236, 0.6049, 0.6106, 0.5853, 0.5853, 0.5932]}
{"unit_id": "quote:1886902930583822424", "ticker_idx": 0, "ts": "2025-02-04T22:21:30+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been bearish. My thesis is that AMD price/performance is still high, and CUDA framework is superior (and many are locked into the Nvidia). It doesn't make sense for a lot of companies with very complex models to switch away from CUDA for a 2nd best price/performance", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AMD: CUDA lock-in and AMD's inferior price/performance make share gains unlikely; bullish NVDA dominance; AVGO custom inference chip strategy makes sense.", "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": "quote", "lang": "en", "tweet_text": "Normally $AMD 24% YoY growth is insanely good. But up against $NVDA with 94% YoY with revenue 10x more, it seems daunting to compete for market share. \n\nI've been bearish. My thesis is that AMD price/performance is still high, and CUDA framework is superior (and many are locked into the Nvidia). It doesn't make sense for a lot of companies with very complex models to switch away from CUDA for a 2nd best price/performance (R&D to switch, and higher expenses). The price/performance has to be so big to make R&D investment to make sense.  $META is building its own chip via $AVGO makes sense because they're specialized inference chips with more control over supply.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD Earnings Snapshot: https://t.co/wthenRPPoL", "parent_author": null, "ret_m1d": 0.0668690092038382, "ret_signed_m1d": -0.0668690092038382, "alpha_spy_m1d": -0.07090706029912697, "alpha_c_m1d": -0.08981144205202918, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.022942432848190975, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016516368528152192, "ret_signed_p1d": 0.016516368528152192, "alpha_spy_p1d": 0.019992100819193892, "alpha_c_p1d": 0.021412404939159968, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.004896036411007776, "ret_p1w": -0.0025890626729444532, "ret_signed_p1w": 0.0025890626729444532, "alpha_spy_p1w": 0.0011657477825308682, "alpha_c_p1w": 0.008132490942632464, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.005543428269688011, "ret_p1m": -0.11748954031894154, "ret_signed_p1m": 0.11748954031894154, "alpha_spy_p1m": 0.06533978823546971, "alpha_c_p1m": 0.006783055140827332, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.11070648517811421, "ret_p3m": -0.10195523239478588, "ret_signed_p3m": 0.10195523239478588, "alpha_spy_p3m": 0.037384738442975185, "alpha_c_p3m": -0.01753170228001255, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.11948693467479843, "ret_p6m": 0.5740558360507786, "ret_signed_p6m": -0.5740558360507786, "alpha_spy_p6m": -0.5216977188046878, "alpha_c_p6m": -0.40556834236336026, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.16848749368741833, "ret_p1y": 1.318364322142851, "ret_signed_p1y": -1.318364322142851, "alpha_spy_p1y": -1.1642750993171667, "alpha_c_p1y": -0.6944470297507612, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.6239172923920897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11748954031894154, "alpha_spy_stated": 0.06533978823546971, "alpha_c_stated": 0.006783055140827332, "price_path": [0.3209, 0.3155, 0.2823, 0.2436, 0.2395, 0.2044, 0.2403, 0.2444, 0.2285, 0.2275, 0.2352, 0.26, 0.2295, 0.2163, 0.2163, 0.2247, 0.2683, 0.2676, 0.2855, 0.262, 0.2373, 0.1684, 0.1404, 0.1619, 0.166, 0.133, 0.1311, 0.1162, 0.0839, 0.0613, 0.0643, 0.1124, 0.1275, 0.1275, 0.1165, 0.1177, 0.0931, 0.0784, 0.0784, 0.077, 0.1193, 0.1566, 0.1368, 0.0878, 0.0878, 0.036, 0.0474, 0.0364, 0.071, 0.0574, 0.0844, 0.0844, 0.0917, 0.1048, 0.0985, 0.0967, 0.0268, 0.0193, 0.0477, 0.0612, 0.0352, 0.0202, 0.0669, 0.0, -0.0165, -0.0397, -0.0137, -0.0081, -0.0026, -0.0018, 0.0097, 0.0097, 0.0203, 0.0239, 0.0193, -0.0104, -0.0348, -0.0719, -0.0649, -0.1116, -0.1085, -0.123, -0.1005, -0.0923, -0.1175, -0.1045, -0.1373, -0.1361, -0.1002, -0.1241, -0.0986, -0.0662, -0.0759, -0.0516, -0.0435, -0.0497, 0.0164, 0.025, -0.0162, -0.0479, -0.0785, -0.0828, -0.0824, -0.0808, -0.1626, -0.2344, -0.2533, -0.3018, -0.1354, -0.2081, -0.1661, -0.1563, -0.1493, -0.2118, -0.2188, -0.2188, -0.2361, -0.2299, -0.193, -0.1566, -0.1371, -0.1395, -0.1424, -0.1309, -0.1371, -0.1179, -0.102, -0.1195, -0.104, -0.092, -0.0819, -0.0347, 0.004, 0.051, 0.0266, 0.0461, 0.0244, 0.0134, 0.0004, -0.0116, -0.0152, -0.0152, 0.0228, 0.0076, 0.0091, -0.0114, 0.0234, 0.0473, 0.0587, 0.0329, 0.0373, 0.0868, 0.1003, 0.0815, 0.0579, 0.0371, 0.1284, 0.1347, 0.132, 0.132, 0.1449, 0.1569, 0.2359, 0.2802, 0.2827, 0.2839, 0.2669, 0.2152, 0.2367, 0.2312, 0.2312, 0.2035, 0.2304, 0.2357, 0.287, 0.3072, 0.3056, 0.3893, 0.4292, 0.4321, 0.4016, 0.4017, 0.3813, 0.4164, 0.4474, 0.4862, 0.5504, 0.5841, 0.6026, 0.5741]}
{"unit_id": "quote:1886902930583822424", "ticker_idx": 1, "ts": "2025-02-04T22:21:30+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "up against $NVDA with 94% YoY with revenue 10x more", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AMD: CUDA lock-in and AMD's inferior price/performance make share gains unlikely; bullish NVDA dominance; AVGO custom inference chip strategy makes sense.", "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": "Normally $AMD 24% YoY growth is insanely good. But up against $NVDA with 94% YoY with revenue 10x more, it seems daunting to compete for market share. \n\nI've been bearish. My thesis is that AMD price/performance is still high, and CUDA framework is superior (and many are locked into the Nvidia). It doesn't make sense for a lot of companies with very complex models to switch away from CUDA for a 2nd best price/performance (R&D to switch, and higher expenses). The price/performance has to be so big to make R&D investment to make sense.  $META is building its own chip via $AVGO makes sense because they're specialized inference chips with more control over supply.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD Earnings Snapshot: https://t.co/wthenRPPoL", "parent_author": null, "ret_m1d": -0.04950739160491335, "ret_signed_m1d": -0.04950739160491335, "alpha_spy_m1d": -0.04546934050962459, "alpha_c_m1d": -0.02656495875672238, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.022942432848190975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030841781986492567, "ret_signed_p1d": 0.030841781986492567, "alpha_spy_p1d": 0.027366049695450867, "alpha_c_p1d": 0.02594574557548479, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.004896036411007776, "ret_p1w": 0.05054881101047304, "ret_signed_p1w": 0.05054881101047304, "alpha_spy_p1w": 0.05197212590088662, "alpha_c_p1w": 0.04500538274078503, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.005543428269688011, "ret_p1m": -0.11423533532248076, "ret_signed_p1m": -0.11423533532248076, "alpha_spy_p1m": -0.062085583239008924, "alpha_c_p1m": -0.0035288501443665465, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.11070648517811421, "ret_p3m": -0.08811605429973268, "ret_signed_p3m": -0.08811605429973268, "alpha_spy_p3m": -0.02354556034792199, "alpha_c_p3m": 0.031370880375065746, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.11948693467479843, "ret_p6m": 0.4251277963739213, "ret_signed_p6m": 0.4251277963739213, "alpha_spy_p6m": 0.37276967912783054, "alpha_c_p6m": 0.25664030268650295, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.16848749368741833, "ret_p1y": 0.5038157425839418, "ret_signed_p1y": 0.5038157425839418, "alpha_spy_p1y": 0.3497265197582575, "alpha_c_p1y": -0.12010154980814791, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.6239172923920897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11423533532248076, "alpha_spy_stated": -0.062085583239008924, "alpha_c_stated": -0.0035288501443665465, "price_path": [0.1826, 0.1636, 0.1879, 0.1717, 0.1756, 0.1373, 0.1226, 0.1776, 0.1686, 0.1749, 0.1371, 0.0896, 0.0968, 0.0841, 0.0841, 0.1074, 0.1105, 0.1235, 0.1626, 0.1621, 0.1411, 0.112, 0.082, 0.116, 0.1002, 0.0755, 0.0574, 0.0445, 0.0327, 0.0469, 0.0791, 0.1189, 0.1233, 0.1233, 0.121, 0.0976, 0.1014, 0.0758, 0.0758, 0.108, 0.1573, 0.1971, 0.1226, 0.1224, 0.1224, 0.0888, 0.0673, 0.0555, 0.0914, 0.07, 0.1032, 0.1032, 0.1282, 0.1782, 0.1794, 0.1425, -0.0513, 0.0333, -0.0091, -0.0014, -0.0381, -0.0654, -0.0495, 0.0, 0.0308, 0.0401, 0.07, 0.0638, 0.0505, 0.0838, 0.1123, 0.1123, 0.1167, 0.1154, 0.1224, 0.0769, 0.0437, 0.0144, 0.0517, -0.0375, 0.0007, -0.0863, -0.0708, -0.0603, -0.1142, -0.0973, -0.143, -0.1287, -0.0727, -0.074, -0.0252, -0.0424, -0.0752, -0.0585, -0.0504, -0.057, -0.0273, -0.0331, -0.0886, -0.1073, -0.1214, -0.1317, -0.1175, -0.1154, -0.1844, -0.2444, -0.2177, -0.2285, -0.084, -0.1382, -0.1113, -0.113, -0.1011, -0.1629, -0.1869, -0.1869, -0.2236, -0.2077, -0.1771, -0.1473, -0.1106, -0.1289, -0.1266, -0.1274, -0.1058, -0.0827, -0.0881, -0.0904, -0.0622, -0.0597, -0.0654, -0.0146, 0.041, 0.0843, 0.0802, 0.0848, 0.0861, 0.0766, 0.0559, 0.0642, 0.0518, 0.0518, 0.0856, 0.08, 0.1151, 0.0826, 0.1006, 0.1314, 0.137, 0.1215, 0.1354, 0.1427, 0.1534, 0.1444, 0.1618, 0.1375, 0.1593, 0.1547, 0.1656, 0.1656, 0.1526, 0.1551, 0.185, 0.2364, 0.242, 0.2639, 0.2658, 0.2283, 0.2599, 0.2767, 0.2767, 0.2678, 0.2819, 0.305, 0.3148, 0.3214, 0.3146, 0.3677, 0.373, 0.3861, 0.3814, 0.3731, 0.3383, 0.3683, 0.392, 0.3901, 0.4162, 0.4062, 0.4363, 0.4251]}
{"unit_id": "quote:1886902930583822424", "ticker_idx": 2, "ts": "2025-02-04T22:21:30+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META is building its own chip via $AVGO makes sense because they're specialized inference chips with more control over supply", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AMD: CUDA lock-in and AMD's inferior price/performance make share gains unlikely; bullish NVDA dominance; AVGO custom inference chip strategy makes sense.", "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": "Normally $AMD 24% YoY growth is insanely good. But up against $NVDA with 94% YoY with revenue 10x more, it seems daunting to compete for market share. \n\nI've been bearish. My thesis is that AMD price/performance is still high, and CUDA framework is superior (and many are locked into the Nvidia). It doesn't make sense for a lot of companies with very complex models to switch away from CUDA for a 2nd best price/performance (R&D to switch, and higher expenses). The price/performance has to be so big to make R&D investment to make sense.  $META is building its own chip via $AVGO makes sense because they're specialized inference chips with more control over supply.", "reply_text": null, "parent_text": null, "quoted_text": "$AMD Earnings Snapshot: https://t.co/wthenRPPoL", "parent_author": null, "ret_m1d": -0.04125002739313233, "ret_signed_m1d": -0.04125002739313233, "alpha_spy_m1d": -0.03721197629784356, "alpha_c_m1d": -0.018307594544941352, "bench_spy_m1d": -0.004038051095288764, "bench_c_m1d": -0.022942432848190975, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0027586299690393057, "ret_signed_p1d": -0.0027586299690393057, "alpha_spy_p1d": -0.006234362260081006, "alpha_c_p1d": -0.0076546663800470816, "bench_spy_p1d": 0.0034757322910417, "bench_c_p1d": 0.004896036411007776, "ret_p1w": 0.018750024562231182, "ret_signed_p1w": 0.018750024562231182, "alpha_spy_p1w": 0.020173339452644767, "alpha_c_p1w": 0.013206596292543171, "bench_spy_p1w": -0.001423314890413585, "bench_c_p1w": 0.005543428269688011, "ret_p1m": -0.22650859891238773, "ret_signed_p1m": -0.22650859891238773, "alpha_spy_p1m": -0.1743588468289159, "alpha_c_p1m": -0.11580211373427352, "bench_spy_p1m": -0.052149752083471834, "bench_c_p1m": -0.11070648517811421, "ret_p3m": -0.1322096143133562, "ret_signed_p3m": -0.1322096143133562, "alpha_spy_p3m": -0.06763912036154551, "alpha_c_p3m": -0.012722679638557777, "bench_spy_p3m": -0.06457049395181069, "bench_c_p3m": -0.11948693467479843, "ret_p6m": 0.2727677228237313, "ret_signed_p6m": 0.2727677228237313, "alpha_spy_p6m": 0.22040960557764055, "alpha_c_p6m": 0.10428022913631296, "bench_spy_p6m": 0.05235811724609074, "bench_c_p6m": 0.16848749368741833, "ret_p1y": 0.3919916935363599, "ret_signed_p1y": 0.3919916935363599, "alpha_spy_p1y": 0.2379024707106756, "alpha_c_p1y": -0.23192559885572983, "bench_spy_p1y": 0.15408922282568427, "bench_c_p1y": 0.6239172923920897, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22650859891238773, "alpha_spy_stated": -0.1743588468289159, "alpha_c_stated": -0.11580211373427352, "price_path": [-0.2106, -0.2309, -0.2425, -0.2538, -0.2676, -0.2914, -0.2878, -0.2892, -0.2982, -0.2953, -0.294, -0.2915, -0.2918, -0.3136, -0.3136, -0.3032, -0.2842, -0.2772, -0.2668, -0.2672, -0.2282, -0.2308, -0.2614, -0.2125, -0.2234, -0.0336, 0.0747, 0.0327, -0.0387, -0.0615, -0.0509, 0.0015, 0.0331, 0.0331, 0.0576, 0.042, 0.0154, -0.0007, -0.0007, -0.0001, 0.0024, 0.019, -0.0145, -0.0116, -0.0116, -0.0331, -0.0289, -0.0315, -0.0172, -0.0112, 0.0234, 0.0234, 0.0358, 0.0384, 0.0357, 0.0547, -0.1287, -0.1062, -0.1106, -0.0704, -0.0462, -0.0615, -0.0413, 0.0, -0.0028, -0.0307, 0.0131, 0.0131, 0.0188, 0.0164, 0.0045, 0.0045, -0.015, -0.0141, -0.0227, -0.0575, -0.1038, -0.127, -0.0822, -0.1474, -0.1404, -0.1924, -0.1919, -0.1742, -0.2265, -0.1597, -0.205, -0.1806, -0.1628, -0.1752, -0.1572, -0.1616, -0.1868, -0.157, -0.1762, -0.1714, -0.1732, -0.1861, -0.2249, -0.2564, -0.2688, -0.2761, -0.2714, -0.256, -0.3342, -0.3675, -0.3336, -0.3254, -0.1995, -0.2551, -0.2134, -0.2289, -0.2263, -0.2451, -0.2607, -0.2607, -0.2814, -0.2668, -0.2351, -0.1866, -0.1686, -0.1679, -0.1735, -0.1679, -0.1469, -0.1196, -0.1322, -0.1349, -0.1145, -0.1017, -0.0999, -0.042, 0.0048, 0.0035, 0.0058, -0.0116, -0.0029, 0.0016, -0.0068, -0.0033, -0.0112, -0.0112, 0.0188, 0.0351, 0.0461, 0.0466, 0.0753, 0.1105, 0.1287, 0.1238, 0.0676, 0.0561, 0.0576, 0.0934, 0.1071, 0.0752, 0.0899, 0.0781, 0.0863, 0.0863, 0.0833, 0.0997, 0.1431, 0.1469, 0.1708, 0.1672, 0.1945, 0.1473, 0.1696, 0.1925, 0.1925, 0.1882, 0.1779, 0.2043, 0.1935, 0.189, 0.1943, 0.2175, 0.2169, 0.2413, 0.2279, 0.249, 0.2073, 0.2294, 0.2511, 0.2575, 0.2754, 0.2889, 0.3114, 0.2728]}
{"unit_id": "quote:1930764842471735535", "ticker_idx": 0, "ts": "2025-06-05T23:13:04+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 is well positioned to get larger allocation on Space Dome, and other space defense contracts. If the media start picking up this narrative, we could see price rockets up", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long RKLB: Elon-Trump conflict makes Rocket Lab a beneficiary of multi-vendor government space contracts; expects price to surge on narrative pickup.", "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 hedge on Elon is paying off with $rklb.\n\nThe government will always pick multiple vendors like ISS ( Boeing and SpaceX). After today's conflict between Elon and Trump, Rocket Lab is well positioned to get larger allocation on Space Dome, and other space defense contracts. If the media start picking up this narrative, we could see price rockets up.", "reply_text": null, "parent_text": null, "quoted_text": "As much as I love Elon and $TSLA, one of the advantages of $RKLB is that it is a hedge on Elon.", "parent_author": null, "ret_m1d": -0.0854079981617697, "ret_signed_m1d": -0.0854079981617697, "alpha_spy_m1d": -0.0752433482923518, "alpha_c_m1d": -0.07705914327334362, "bench_spy_m1d": -0.010164649869417897, "bench_c_m1d": -0.008348854888426072, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024896241751558135, "ret_signed_p1d": 0.024896241751558135, "alpha_spy_p1d": 0.02399490967055118, "alpha_c_p1d": 0.025793252681378553, "bench_spy_p1d": 0.0009013320810069558, "bench_c_p1d": -0.0008970109298204187, "ret_p1w": -0.12136930219993403, "ret_signed_p1w": -0.12136930219993403, "alpha_spy_p1w": -0.11779754785027075, "alpha_c_p1w": -0.10563759596555833, "bench_spy_p1w": -0.003571754349663281, "bench_c_p1w": -0.015731706234375697, "ret_p1m": 0.3443983736357461, "ret_signed_p1m": 0.3443983736357461, "alpha_spy_p1m": 0.305384279074699, "alpha_c_p1m": 0.3138788228942466, "bench_spy_p1m": 0.0390140945610471, "bench_c_p1m": 0.03051955074149948, "ret_p3m": 0.5051866758112118, "ret_signed_p3m": 0.5051866758112118, "alpha_spy_p3m": 0.4275702585716268, "alpha_c_p3m": 0.46843842921300216, "bench_spy_p3m": 0.07761641723958501, "bench_c_p3m": 0.03674824659820963, "ret_p6m": 0.3959197380838362, "ret_signed_p6m": 0.3959197380838362, "alpha_spy_p6m": 0.2539952138244703, "alpha_c_p6m": 0.34349102162561107, "bench_spy_p6m": 0.14192452425936586, "bench_c_p6m": 0.05242871645822511, "ret_p1y": 3.951590476157186, "ret_signed_p1y": 3.951590476157186, "alpha_spy_p1y": 3.68445010998186, "alpha_c_p1y": 3.7327327520812137, "bench_spy_p1y": 0.2671403661753262, "bench_c_p1y": 0.21885772407597237, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3443983736357461, "alpha_spy_stated": 0.305384279074699, "alpha_c_stated": 0.3138788228942466, "price_path": [-0.3835, -0.3627, -0.3925, -0.3496, -0.3396, -0.3783, -0.3506, -0.3593, -0.3451, -0.3012, -0.2991, -0.3278, -0.3631, -0.3562, -0.3817, -0.3724, -0.3313, -0.3814, -0.434, -0.3942, -0.4059, -0.288, -0.3212, -0.3212, -0.3385, -0.2714, -0.3093, -0.3174, -0.3174, -0.3551, -0.3416, -0.2984, -0.2434, -0.2261, -0.2161, -0.2254, -0.2465, -0.2351, -0.205, -0.2227, -0.2265, -0.2293, -0.2012, -0.2908, -0.2649, -0.2452, -0.1656, -0.1279, -0.1158, -0.1079, -0.101, -0.1297, -0.1072, -0.121, -0.121, -0.0055, 0.0003, -0.0543, -0.0737, -0.0802, -0.0761, -0.0695, -0.0854, 0.0, 0.0249, -0.0605, -0.0539, -0.0871, -0.1214, -0.082, -0.0864, -0.037, -0.037, 0.0387, 0.1335, 0.157, 0.1186, 0.2497, 0.2234, 0.2369, 0.1871, 0.2337, 0.2331, 0.2331, 0.3444, 0.3396, 0.3534, 0.352, 0.3496, 0.4941, 0.5422, 0.649, 0.7749, 0.777, 0.6317, 0.621, 0.6995, 0.6642, 0.64, 0.5598, 0.5142, 0.6058, 0.5878, 0.5494, 0.5401, 0.5474, 0.5249, 0.5287, 0.5453, 0.5567, 0.5017, 0.4869, 0.4803, 0.5308, 0.555, 0.4149, 0.407, 0.436, 0.5346, 0.6328, 0.6642, 0.5992, 0.6566, 0.6805, 0.6805, 0.705, 0.5052, 0.4865, 0.5851, 0.6504, 0.6262, 0.5965, 0.6746, 0.8444, 0.8686, 0.6336, 0.6625, 0.6314, 0.6525, 0.7223, 0.8295, 0.6836, 0.6124, 0.5996, 0.6255, 0.6566, 0.6587, 0.8143, 0.9419, 1.0228, 1.1269, 1.2583, 1.2967, 1.222, 1.2621, 1.3524, 1.3952, 1.3167, 1.2915, 1.3288, 1.2614, 1.0942, 1.1981, 1.2324, 1.269, 1.2044, 1.2877, 1.1065, 1.1777, 1.121, 0.9561, 0.9509, 0.7154, 0.7856, 0.7946, 0.7718, 0.7279, 0.5647, 0.5747, 0.4976, 0.4793, 0.5083, 0.3651, 0.3935, 0.4678, 0.473, 0.4499, 0.4499, 0.4571, 0.3959]}
{"unit_id": "orig:1892236302851899766", "ticker_idx": 0, "ts": "2025-02-19T15:34:25+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOFI is interesting that the price hasn't caught up with valuation YTD, so it might be rotational play in the short term. Initiated 50 LEAPS on SOFI.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long SOFI (LEAPS, valuation lag), long HOOD long-term, long GRAB (Asia monopoly+growth), long TEM (FDA/DNA/AI monopoly, bought the -10% dip).", "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": "On Monday, after working on my karesansui zen garden, I had some time to research more on $OKLO and some of the estimates for first station comes up like 2027 (not going to wait).  And researched $GRAB, $TEM, and $SOFI more closely.  \n\n$SOFI is interesting that the price hasn't caught up with valuation YTD, so it might be rotational play in the short term while $HOOD goes sideway which I have sell calls against. Long term $HOOD is the play. Initiated 50 LEAPS on SOFI.\n\n$GRAB makes me a bit nervous being in Asia, but they own a somewhat monopoly in certain countries, and revenue growth looks good, online banking via their platform is brilliant and growing (think of mini-SOFI in asia).  Initiated a position before ER.\n\n$TEM has a monopoly on FDA blood testing for DNA sequencing test & AI platform and being on most of the EMR platforms. I made about $30k aggressively sell puts on it since beginning of the year. I saw -10% yesterday and bought in, sold calls at $90 for 2/27 to hedge the top (nervous about call away).\n\nOKLO took a dive to $45 so that was good timing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04017302881770313, "ret_signed_m1d": 0.04017302881770313, "alpha_spy_m1d": 0.04252251632516901, "alpha_c_m1d": 0.04055635556914872, "bench_spy_m1d": -0.002349487507465886, "bench_c_m1d": -0.0003833267514455896, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03831890444159958, "ret_signed_p1d": -0.03831890444159958, "alpha_spy_p1d": -0.03415855832543502, "alpha_c_p1d": -0.022990244734466314, "bench_spy_p1d": -0.004160346116164559, "bench_c_p1d": -0.015328659707133263, "ret_p1w": -0.10568603250272901, "ret_signed_p1w": -0.10568603250272901, "alpha_spy_p1w": -0.07568264049787388, "alpha_c_p1w": -0.08001054057482937, "bench_spy_p1w": -0.030003392004855134, "bench_c_p1w": -0.02567549192789964, "ret_p1m": -0.21878862145142386, "ret_signed_p1m": -0.21878862145142386, "alpha_spy_p1m": -0.14138993771946495, "alpha_c_p1m": -0.16992858871466143, "bench_spy_p1m": -0.0773986837319589, "bench_c_p1m": -0.04886003273676243, "ret_p3m": -0.15142155233184562, "ret_signed_p3m": -0.15142155233184562, "alpha_spy_p3m": -0.12484338637033576, "alpha_c_p3m": -0.1440923717548207, "bench_spy_p3m": -0.02657816596150986, "bench_c_p3m": -0.0073291805770249185, "ret_p6m": 0.4394314262205028, "ret_signed_p6m": 0.4394314262205028, "alpha_spy_p6m": 0.38090511205157496, "alpha_c_p6m": 0.41653677252983545, "bench_spy_p6m": 0.05852631416892784, "bench_c_p6m": 0.022894653690667344, "ret_p1y": 0.289245996100427, "ret_signed_p1y": 0.289245996100427, "alpha_spy_p1y": 0.14926254389837368, "alpha_c_p1y": 0.2351129032283834, "bench_spy_p1y": 0.13998345220205333, "bench_c_p1y": 0.0541330928720436, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21878862145142386, "alpha_spy_stated": -0.14138993771946495, "alpha_c_stated": -0.16992858871466143, "price_path": [-0.0358, -0.0297, -0.0426, -0.0037, -0.0037, 0.0142, -0.0167, -0.0185, 0.0087, -0.0328, -0.0099, -0.0377, -0.055, -0.0148, -0.0173, 0.0043, 0.0433, 0.0297, -0.0581, -0.0711, -0.0513, -0.034, -0.0099, -0.0099, 0.026, -0.0124, -0.034, -0.0482, -0.0482, -0.1267, -0.0828, -0.055, -0.0785, -0.1007, -0.1007, -0.1255, -0.1304, -0.1038, -0.0414, 0.0074, 0.0198, 0.0198, 0.1063, 0.0871, 0.1143, 0.1075, -0.0062, -0.0006, -0.0117, 0.0161, -0.0247, -0.0482, -0.055, -0.0426, -0.0853, -0.0785, -0.0649, -0.0834, -0.0871, -0.0612, 0.0019, 0.0019, 0.0402, 0.0, -0.0383, -0.0933, -0.1125, -0.1397, -0.1057, -0.1304, -0.1057, -0.1613, -0.191, -0.17, -0.2305, -0.2219, -0.309, -0.3041, -0.2633, -0.296, -0.2528, -0.2386, -0.2614, -0.2132, -0.2188, -0.2046, -0.152, -0.1632, -0.1922, -0.246, -0.2676, -0.2812, -0.2639, -0.2392, -0.3424, -0.4085, -0.3906, -0.4129, -0.296, -0.3498, -0.3381, -0.3313, -0.3239, -0.3412, -0.3214, -0.3214, -0.3393, -0.3035, -0.2744, -0.2392, -0.204, -0.1842, -0.1799, -0.2268, -0.2268, -0.2151, -0.2052, -0.2132, -0.1959, -0.1805, -0.1854, -0.1323, -0.1168, -0.1329, -0.1613, -0.1397, -0.1514, -0.1799, -0.2089, -0.1848, -0.191, -0.191, -0.1724, -0.1768, -0.186, -0.178, -0.1551, -0.1557, -0.1681, -0.1551, -0.1199, -0.1286, -0.1106, -0.0692, -0.0791, -0.1292, -0.0791, -0.1082, -0.0507, -0.0507, -0.0606, -0.0507, -0.0204, -0.0062, 0.0365, 0.0618, 0.1255, 0.0902, 0.1199, 0.1477, 0.1477, 0.1891, 0.233, 0.2497, 0.296, 0.3103, 0.3183, 0.2954, 0.322, 0.3653, 0.348, 0.3078, 0.2967, 0.3325, 0.3294, 0.3103, 0.2991, 0.3844, 0.3517, 0.3956, 0.3121, 0.348, 0.3313, 0.3263, 0.3646, 0.3659, 0.3857, 0.4617, 0.4716, 0.4394]}
{"unit_id": "orig:1892236302851899766", "ticker_idx": 1, "ts": "2025-02-19T15:34:25+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long term $HOOD is the play", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long SOFI (LEAPS, valuation lag), long HOOD long-term, long GRAB (Asia monopoly+growth), long TEM (FDA/DNA/AI monopoly, bought the -10% dip).", "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": "On Monday, after working on my karesansui zen garden, I had some time to research more on $OKLO and some of the estimates for first station comes up like 2027 (not going to wait).  And researched $GRAB, $TEM, and $SOFI more closely.  \n\n$SOFI is interesting that the price hasn't caught up with valuation YTD, so it might be rotational play in the short term while $HOOD goes sideway which I have sell calls against. Long term $HOOD is the play. Initiated 50 LEAPS on SOFI.\n\n$GRAB makes me a bit nervous being in Asia, but they own a somewhat monopoly in certain countries, and revenue growth looks good, online banking via their platform is brilliant and growing (think of mini-SOFI in asia).  Initiated a position before ER.\n\n$TEM has a monopoly on FDA blood testing for DNA sequencing test & AI platform and being on most of the EMR platforms. I made about $30k aggressively sell puts on it since beginning of the year. I saw -10% yesterday and bought in, sold calls at $90 for 2/27 to hedge the top (nervous about call away).\n\nOKLO took a dive to $45 so that was good timing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02042882143886926, "ret_signed_m1d": 0.02042882143886926, "alpha_spy_m1d": 0.022778308946335146, "alpha_c_m1d": 0.02081214819031485, "bench_spy_m1d": -0.002349487507465886, "bench_c_m1d": -0.0003833267514455896, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05352014508601877, "ret_signed_p1d": -0.05352014508601877, "alpha_spy_p1d": -0.04935979896985421, "alpha_c_p1d": -0.038191485378885504, "bench_spy_p1d": -0.004160346116164559, "bench_c_p1d": -0.015328659707133263, "ret_p1w": -0.17524904859594603, "ret_signed_p1w": -0.17524904859594603, "alpha_spy_p1w": -0.1452456565910909, "alpha_c_p1w": -0.1495735566680464, "bench_spy_p1w": -0.030003392004855134, "bench_c_p1w": -0.02567549192789964, "ret_p1m": -0.2628735406915107, "ret_signed_p1m": -0.2628735406915107, "alpha_spy_p1m": -0.1854748569595518, "alpha_c_p1m": -0.21401350795474827, "bench_spy_p1m": -0.0773986837319589, "bench_c_p1m": -0.04886003273676243, "ret_p3m": 0.08509196589198198, "ret_signed_p3m": 0.08509196589198198, "alpha_spy_p3m": 0.11167013185349184, "alpha_c_p3m": 0.0924211464690069, "bench_spy_p3m": -0.02657816596150986, "bench_c_p3m": -0.0073291805770249185, "ret_p6m": 0.8691541438477717, "ret_signed_p6m": 0.8691541438477717, "alpha_spy_p6m": 0.8106278296788438, "alpha_c_p6m": 0.8462594901571043, "bench_spy_p6m": 0.05852631416892784, "bench_c_p6m": 0.022894653690667344, "ret_p1y": 0.3982779053672978, "ret_signed_p1y": 0.3982779053672978, "alpha_spy_p1y": 0.25829445316524446, "alpha_c_p1y": 0.3441448124952542, "bench_spy_p1y": 0.13998345220205333, "bench_c_p1y": 0.0541330928720436, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2628735406915107, "alpha_spy_stated": -0.1854748569595518, "alpha_c_stated": -0.21401350795474827, "price_path": [-0.3812, -0.361, -0.3851, -0.3643, -0.3643, -0.3662, -0.3648, -0.3476, -0.3247, -0.3429, -0.2965, -0.3324, -0.3692, -0.3611, -0.336, -0.3213, -0.2706, -0.2971, -0.374, -0.3763, -0.3529, -0.3669, -0.3318, -0.3318, -0.3183, -0.3412, -0.3537, -0.3709, -0.3709, -0.3341, -0.3019, -0.2789, -0.3152, -0.311, -0.311, -0.3233, -0.3316, -0.295, -0.2308, -0.222, -0.1871, -0.1871, -0.1558, -0.1531, -0.1498, -0.1369, -0.194, -0.166, -0.1364, -0.1052, -0.1229, -0.1238, -0.1123, -0.0849, -0.1023, -0.0569, -0.05, -0.0994, -0.0561, 0.0772, 0.1021, 0.1021, 0.0204, 0.0, -0.0535, -0.1288, -0.157, -0.2247, -0.1752, -0.1764, -0.1541, -0.2083, -0.2197, -0.1876, -0.243, -0.25, -0.3984, -0.3861, -0.3429, -0.3919, -0.3375, -0.2906, -0.323, -0.2774, -0.2629, -0.2511, -0.1835, -0.1871, -0.2448, -0.2573, -0.2923, -0.2973, -0.2882, -0.2794, -0.354, -0.4174, -0.4022, -0.4231, -0.2874, -0.3161, -0.2625, -0.2548, -0.2558, -0.3135, -0.3047, -0.3047, -0.3272, -0.2894, -0.246, -0.1871, -0.1651, -0.1739, -0.1665, -0.1709, -0.2129, -0.1796, -0.1888, -0.178, -0.156, -0.0871, -0.0773, -0.0304, 0.0564, 0.0365, 0.0245, 0.0427, 0.0851, 0.0959, 0.0782, 0.0935, 0.0665, 0.0665, 0.1146, 0.0998, 0.0797, 0.1168, 0.1477, 0.2109, 0.2202, 0.2242, 0.2642, 0.2392, 0.2242, 0.2642, 0.2467, 0.2257, 0.2958, 0.2654, 0.3228, 0.3228, 0.3253, 0.289, 0.3846, 0.3971, 0.427, 0.4018, 0.5808, 0.5588, 0.6542, 0.5938, 0.5938, 0.5779, 0.5409, 0.5962, 0.6664, 0.6603, 0.6877, 0.6806, 0.7432, 0.7803, 0.8528, 0.7616, 0.7196, 0.7235, 0.7209, 0.7702, 0.8026, 0.7444, 0.7913, 0.7398, 0.6866, 0.7959, 0.7805, 0.7837, 0.8779, 0.9353, 0.9183, 0.9262, 0.8339, 0.8692]}
{"unit_id": "orig:1892236302851899766", "ticker_idx": 2, "ts": "2025-02-19T15:34:25+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Initiated a position before ER", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long SOFI (LEAPS, valuation lag), long HOOD long-term, long GRAB (Asia monopoly+growth), long TEM (FDA/DNA/AI monopoly, bought the -10% dip).", "resolved_tickers": ["GRAB"], "resolution_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": "On Monday, after working on my karesansui zen garden, I had some time to research more on $OKLO and some of the estimates for first station comes up like 2027 (not going to wait).  And researched $GRAB, $TEM, and $SOFI more closely.  \n\n$SOFI is interesting that the price hasn't caught up with valuation YTD, so it might be rotational play in the short term while $HOOD goes sideway which I have sell calls against. Long term $HOOD is the play. Initiated 50 LEAPS on SOFI.\n\n$GRAB makes me a bit nervous being in Asia, but they own a somewhat monopoly in certain countries, and revenue growth looks good, online banking via their platform is brilliant and growing (think of mini-SOFI in asia).  Initiated a position before ER.\n\n$TEM has a monopoly on FDA blood testing for DNA sequencing test & AI platform and being on most of the EMR platforms. I made about $30k aggressively sell puts on it since beginning of the year. I saw -10% yesterday and bought in, sold calls at $90 for 2/27 to hedge the top (nervous about call away).\n\nOKLO took a dive to $45 so that was good timing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00749062934645095, "ret_signed_m1d": -0.00749062934645095, "alpha_spy_m1d": -0.005141141838985064, "alpha_c_m1d": -0.005141141838985064, "bench_spy_m1d": -0.002349487507465886, "bench_c_m1d": -0.002349487507465886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10393263844886125, "ret_signed_p1d": -0.10393263844886125, "alpha_spy_p1d": -0.09977229233269669, "alpha_c_p1d": -0.09977229233269669, "bench_spy_p1d": -0.004160346116164559, "bench_c_p1d": -0.004160346116164559, "ret_p1w": -0.08801502876381662, "ret_signed_p1w": -0.08801502876381662, "alpha_spy_p1w": -0.05801163675896148, "alpha_c_p1w": -0.05801163675896148, "bench_spy_p1w": -0.030003392004855134, "bench_c_p1w": -0.030003392004855134, "ret_p1m": -0.14232213617325873, "ret_signed_p1m": -0.14232213617325873, "alpha_spy_p1m": -0.06492345244129982, "alpha_c_p1m": -0.06492345244129982, "bench_spy_p1m": -0.0773986837319589, "bench_c_p1m": -0.0773986837319589, "ret_p3m": -0.048689180047276515, "ret_signed_p3m": -0.048689180047276515, "alpha_spy_p3m": -0.022111014085766656, "alpha_c_p3m": -0.022111014085766656, "bench_spy_p3m": -0.02657816596150986, "bench_c_p3m": -0.02657816596150986, "ret_p6m": -0.0393258487165401, "ret_signed_p6m": -0.0393258487165401, "alpha_spy_p6m": -0.09785216288546794, "alpha_c_p6m": -0.09785216288546794, "bench_spy_p6m": 0.05852631416892784, "bench_c_p6m": 0.05852631416892784, "ret_p1y": -0.2003745582559262, "ret_signed_p1y": -0.2003745582559262, "alpha_spy_p1y": -0.34035801045797953, "alpha_c_p1y": -0.34035801045797953, "bench_spy_p1y": 0.13998345220205333, "bench_c_p1y": 0.13998345220205333, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14232213617325873, "alpha_spy_stated": -0.06492345244129982, "alpha_c_stated": -0.06492345244129982, "price_path": [-0.0506, -0.0375, -0.0356, -0.03, -0.03, -0.0637, -0.03, -0.0094, -0.0056, -0.0187, -0.0375, -0.0019, 0.0169, 0.0112, -0.03, -0.0393, -0.0393, -0.0375, -0.0805, -0.0787, -0.0824, -0.0861, -0.0749, -0.0749, -0.0712, -0.0993, -0.1086, -0.1161, -0.1161, -0.1124, -0.0993, -0.088, -0.1124, -0.133, -0.133, -0.1592, -0.1573, -0.1835, -0.1648, -0.1667, -0.1573, -0.1573, -0.1367, -0.1273, -0.1311, -0.1442, -0.1685, -0.1461, -0.1049, -0.1311, -0.1423, -0.1498, -0.0431, -0.1461, -0.1255, -0.103, -0.1049, -0.1049, -0.0637, -0.0712, -0.0824, -0.0824, -0.0075, 0.0, -0.1039, -0.0824, -0.0974, -0.1461, -0.088, -0.0955, -0.0918, -0.1142, -0.1217, -0.0955, -0.1386, -0.1404, -0.2285, -0.1929, -0.2097, -0.2022, -0.176, -0.1667, -0.1386, -0.118, -0.1423, -0.1311, -0.1348, -0.1498, -0.1049, -0.1011, -0.1442, -0.1517, -0.1479, -0.1367, -0.2022, -0.3015, -0.3483, -0.3015, -0.2022, -0.2566, -0.2416, -0.2547, -0.2397, -0.2434, -0.2303, -0.2303, -0.2378, -0.206, -0.1798, -0.1236, -0.1049, -0.1086, -0.103, -0.0861, -0.1067, -0.0843, -0.0899, -0.0936, -0.0936, -0.0768, -0.0824, -0.0655, -0.0581, -0.0169, -0.0524, -0.0468, -0.0487, -0.0749, -0.0993, -0.0712, -0.073, -0.073, -0.0693, -0.0693, -0.0843, -0.088, -0.0918, -0.0655, -0.0599, -0.0524, -0.0318, -0.0674, -0.1236, -0.1142, -0.133, -0.1442, -0.118, -0.1011, -0.1273, -0.1273, -0.1592, -0.1461, -0.1124, -0.1404, -0.1255, -0.0787, -0.0581, -0.0768, -0.0824, -0.088, -0.088, -0.0693, -0.1011, -0.0655, -0.0787, -0.0637, -0.0618, -0.0562, -0.0393, -0.0169, 0.0, 0.0019, 0.0243, 0.0056, 0.0, 0.0037, -0.0112, -0.0056, -0.0094, -0.0843, -0.1011, -0.0712, -0.0693, -0.1067, -0.073, -0.0861, -0.0974, -0.0655, -0.0412, -0.0393]}
{"unit_id": "orig:1892236302851899766", "ticker_idx": 3, "ts": "2025-02-19T15:34:25+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I saw -10% yesterday and bought in", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long SOFI (LEAPS, valuation lag), long HOOD long-term, long GRAB (Asia monopoly+growth), long TEM (FDA/DNA/AI monopoly, bought the -10% dip).", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "original", "lang": "en", "tweet_text": "On Monday, after working on my karesansui zen garden, I had some time to research more on $OKLO and some of the estimates for first station comes up like 2027 (not going to wait).  And researched $GRAB, $TEM, and $SOFI more closely.  \n\n$SOFI is interesting that the price hasn't caught up with valuation YTD, so it might be rotational play in the short term while $HOOD goes sideway which I have sell calls against. Long term $HOOD is the play. Initiated 50 LEAPS on SOFI.\n\n$GRAB makes me a bit nervous being in Asia, but they own a somewhat monopoly in certain countries, and revenue growth looks good, online banking via their platform is brilliant and growing (think of mini-SOFI in asia).  Initiated a position before ER.\n\n$TEM has a monopoly on FDA blood testing for DNA sequencing test & AI platform and being on most of the EMR platforms. I made about $30k aggressively sell puts on it since beginning of the year. I saw -10% yesterday and bought in, sold calls at $90 for 2/27 to hedge the top (nervous about call away).\n\nOKLO took a dive to $45 so that was good timing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.043868885502200805, "ret_signed_m1d": -0.043868885502200805, "alpha_spy_m1d": -0.04151939799473492, "alpha_c_m1d": -0.04151939799473492, "bench_spy_m1d": -0.002349487507465886, "bench_c_m1d": -0.002349487507465886, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10488855395867314, "ret_signed_p1d": -0.10488855395867314, "alpha_spy_p1d": -0.10072820784250858, "alpha_c_p1d": -0.10072820784250858, "bench_spy_p1d": -0.004160346116164559, "bench_c_p1d": -0.004160346116164559, "ret_p1w": -0.2735970250078755, "ret_signed_p1w": -0.2735970250078755, "alpha_spy_p1w": -0.2435936330030204, "alpha_c_p1w": -0.2435936330030204, "bench_spy_p1w": -0.030003392004855134, "bench_c_p1w": -0.030003392004855134, "ret_p1m": -0.43950529193004817, "ret_signed_p1m": -0.43950529193004817, "alpha_spy_p1m": -0.36210660819808926, "alpha_c_p1m": -0.36210660819808926, "bench_spy_p1m": -0.0773986837319589, "bench_c_p1m": -0.0773986837319589, "ret_p3m": -0.2563294556140764, "ret_signed_p3m": -0.2563294556140764, "alpha_spy_p3m": -0.22975128965256653, "alpha_c_p3m": -0.22975128965256653, "bench_spy_p3m": -0.02657816596150986, "bench_c_p3m": -0.02657816596150986, "ret_p6m": -0.16474160421663142, "ret_signed_p6m": -0.16474160421663142, "alpha_spy_p6m": -0.22326791838555926, "alpha_c_p6m": -0.22326791838555926, "bench_spy_p6m": 0.05852631416892784, "bench_c_p6m": 0.05852631416892784, "ret_p1y": -0.3593512958354508, "ret_signed_p1y": -0.3593512958354508, "alpha_spy_p1y": -0.4993347480375041, "alpha_c_p1y": -0.4993347480375041, "bench_spy_p1y": 0.13998345220205333, "bench_c_p1y": 0.13998345220205333, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.43950529193004817, "alpha_spy_stated": -0.36210660819808926, "alpha_c_stated": -0.36210660819808926, "price_path": [-0.3163, -0.2546, -0.3132, -0.2652, -0.2652, -0.2697, -0.2657, -0.3433, -0.3234, -0.3798, -0.4115, -0.4575, -0.475, -0.4961, -0.5101, -0.5216, -0.5347, -0.5456, -0.5999, -0.6146, -0.5853, -0.5927, -0.5941, -0.5941, -0.5883, -0.5902, -0.6048, -0.6061, -0.6061, -0.6004, -0.5537, -0.5244, -0.5464, -0.5626, -0.5626, -0.5622, -0.6227, -0.6286, -0.5926, -0.5946, -0.5899, -0.5899, -0.4442, -0.4114, -0.3602, -0.4003, -0.3949, -0.4047, -0.4077, -0.3327, -0.3304, -0.282, -0.2784, -0.1929, -0.2417, -0.1954, -0.2024, -0.1692, -0.138, -0.0229, 0.0435, 0.0435, -0.0439, 0.0, -0.1049, -0.2056, -0.1883, -0.3105, -0.2736, -0.3548, -0.3445, -0.4058, -0.3848, -0.3809, -0.4299, -0.4271, -0.473, -0.4682, -0.4691, -0.5081, -0.4497, -0.4182, -0.4663, -0.4396, -0.4395, -0.4009, -0.3116, -0.3166, -0.3787, -0.3937, -0.442, -0.4372, -0.4491, -0.4179, -0.4613, -0.5032, -0.5018, -0.5656, -0.4891, -0.5299, -0.5086, -0.4968, -0.4991, -0.5233, -0.5281, -0.5281, -0.5219, -0.4956, -0.4219, -0.3758, -0.3828, -0.3727, -0.3666, -0.3972, -0.3951, -0.3343, -0.3692, -0.3911, -0.3144, -0.2391, -0.284, -0.2686, -0.196, -0.2442, -0.2696, -0.2359, -0.2563, -0.2716, -0.3217, -0.3087, -0.2701, -0.2701, -0.2315, -0.3793, -0.365, -0.3562, -0.2595, -0.2771, -0.2675, -0.3156, -0.2758, -0.219, -0.1905, -0.1742, -0.1689, -0.1684, -0.16, -0.182, -0.1938, -0.1938, -0.203, -0.234, -0.2034, -0.2361, -0.2027, -0.2239, -0.2587, -0.3064, -0.3095, -0.2886, -0.2886, -0.3232, -0.3173, -0.3185, -0.3046, -0.3364, -0.3254, -0.3479, -0.3003, -0.2924, -0.2885, -0.3232, -0.2874, -0.2433, -0.261, -0.2476, -0.2766, -0.3199, -0.3255, -0.3398, -0.3596, -0.3289, -0.3263, -0.3521, -0.3147, -0.2898, -0.2904, -0.226, -0.1876, -0.1647]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 0, "ts": "2025-02-20T02:26:19+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.054483872197478966, "ret_signed_m1d": 0.054483872197478966, "alpha_spy_m1d": 0.05030614529140642, "alpha_c_m1d": 0.05030614529140642, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.004177726906072543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04629715182423799, "ret_signed_p1d": -0.04629715182423799, "alpha_spy_p1d": -0.029193043980381805, "alpha_c_p1d": -0.029193043980381805, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.017104107843856187, "ret_p1w": -0.20231486477046734, "ret_signed_p1w": -0.20231486477046734, "alpha_spy_p1w": -0.16081617186116104, "alpha_c_p1w": -0.16081617186116104, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.0414986929093063, "ret_p1m": -0.14406698073037583, "ret_signed_p1m": -0.14406698073037583, "alpha_spy_p1m": -0.07082830362027337, "alpha_c_p1m": -0.07082830362027337, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.07323867711010246, "ret_p3m": 0.1818010756104107, "ret_signed_p3m": 0.1818010756104107, "alpha_spy_p3m": 0.20759911898672112, "alpha_c_p3m": 0.20759911898672112, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": -0.02579804337631042, "ret_p6m": 0.6671685684155404, "ret_signed_p6m": 0.6671685684155404, "alpha_spy_p6m": 0.606708593319577, "alpha_c_p6m": 0.606708593319577, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.06045997509596335, "ret_p1y": 0.3447822355928676, "ret_signed_p1y": 0.3447822355928676, "alpha_spy_p1y": 0.19451659151799117, "alpha_c_p1y": 0.19451659151799117, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.15026564407487641, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14406698073037583, "alpha_spy_stated": -0.07082830362027337, "alpha_c_stated": -0.07082830362027337, "price_path": [-0.3916, -0.3814, -0.3785, -0.3785, -0.3688, -0.3753, -0.3323, -0.3427, -0.3237, -0.2816, -0.3182, -0.3329, -0.3177, -0.3112, -0.2842, -0.2872, -0.3, -0.3271, -0.3017, -0.242, -0.2407, -0.2248, -0.2248, -0.2271, -0.2559, -0.2737, -0.2883, -0.2883, -0.2925, -0.2482, -0.2856, -0.3414, -0.358, -0.358, -0.3671, -0.3885, -0.3798, -0.3588, -0.3485, -0.3246, -0.3246, -0.3124, -0.2767, -0.2568, -0.2568, -0.2901, -0.245, -0.2495, -0.2357, -0.2238, -0.212, -0.023, -0.0462, 0.0471, 0.0431, 0.0977, 0.0598, 0.1046, 0.1095, 0.1213, 0.1213, 0.1727, 0.0545, 0.0, -0.0463, -0.1467, -0.1734, -0.1596, -0.2023, -0.2009, -0.215, -0.2058, -0.1519, -0.2429, -0.201, -0.2813, -0.2655, -0.2129, -0.2508, -0.1885, -0.178, -0.2106, -0.1898, -0.1777, -0.1441, -0.0896, -0.0919, -0.1316, -0.1523, -0.1922, -0.2058, -0.2032, -0.1771, -0.2133, -0.3036, -0.2675, -0.2724, -0.1342, -0.1664, -0.1667, -0.1284, -0.0741, -0.1276, -0.1175, -0.1175, -0.1456, -0.1156, -0.0513, 0.0142, 0.0613, 0.0789, 0.0923, 0.1145, 0.0934, 0.1695, 0.1647, 0.0244, 0.0396, 0.1212, 0.1038, 0.1147, 0.2054, 0.225, 0.2056, 0.2188, 0.1888, 0.1818, 0.1347, 0.1507, 0.1603, 0.1603, 0.1611, 0.1646, 0.151, 0.24, 0.2425, 0.2531, 0.2234, 0.1284, 0.2018, 0.2427, 0.2497, 0.2834, 0.2721, 0.2929, 0.3307, 0.3005, 0.317, 0.317, 0.292, 0.3166, 0.3478, 0.3447, 0.3574, 0.2303, 0.2828, 0.2297, 0.2432, 0.2643, 0.2643, 0.3091, 0.3147, 0.3469, 0.3409, 0.3372, 0.4035, 0.3981, 0.4201, 0.449, 0.4446, 0.4283, 0.4027, 0.4551, 0.4572, 0.4943, 0.4856, 0.4702, 0.4925, 0.4901, 0.4517, 0.5118, 0.6305, 0.6895, 0.7145, 0.7593, 0.719, 0.7594, 0.7349, 0.7034, 0.6672]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 1, "ts": "2025-02-20T02:26:19+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.035084988302591436, "ret_signed_m1d": 0.035084988302591436, "alpha_spy_m1d": 0.030907261396518892, "alpha_c_m1d": 0.030907261396518892, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.004177726906072543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.2579431401625736, "ret_signed_p1d": -0.2579431401625736, "alpha_spy_p1d": -0.2408390323187174, "alpha_c_p1d": -0.2408390323187174, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.017104107843856187, "ret_p1w": -0.377503420073222, "ret_signed_p1w": -0.377503420073222, "alpha_spy_p1w": -0.3360047271639157, "alpha_c_p1w": -0.3360047271639157, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.0414986929093063, "ret_p1m": -0.47673546026580293, "ret_signed_p1m": -0.47673546026580293, "alpha_spy_p1m": -0.4034967831557005, "alpha_c_p1m": -0.4034967831557005, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.07323867711010246, "ret_p3m": -0.07830152523547607, "ret_signed_p3m": -0.07830152523547607, "alpha_spy_p3m": -0.052503481859165646, "alpha_c_p3m": -0.052503481859165646, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": -0.02579804337631042, "ret_p6m": -0.30703210480289944, "ret_signed_p6m": -0.30703210480289944, "alpha_spy_p6m": -0.3674920798988628, "alpha_c_p6m": -0.3674920798988628, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.06045997509596335, "ret_p1y": -0.7089293953053205, "ret_signed_p1y": -0.7089293953053205, "alpha_spy_p1y": -0.8591950393801969, "alpha_c_p1y": -0.8591950393801969, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.15026564407487641, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.47673546026580293, "alpha_spy_stated": -0.4034967831557005, "alpha_c_stated": -0.4034967831557005, "price_path": [-0.5279, -0.538, -0.5431, -0.5431, -0.5148, -0.5355, -0.515, -0.4892, -0.5242, -0.4846, -0.5087, -0.5352, -0.5454, -0.5469, -0.548, -0.5294, -0.5314, -0.5701, -0.6031, -0.6055, -0.5844, -0.5761, -0.5761, -0.571, -0.6001, -0.621, -0.6359, -0.6359, -0.6205, -0.599, -0.5949, -0.5833, -0.6126, -0.6126, -0.6174, -0.61, -0.6053, -0.5805, -0.5793, -0.5806, -0.5806, -0.5511, -0.5525, -0.5349, -0.5352, -0.5406, -0.5251, -0.5203, -0.4886, -0.4386, -0.4138, -0.3698, -0.3646, -0.3906, -0.3593, -0.3259, -0.3438, -0.3022, -0.1089, -0.0894, -0.0894, -0.1191, 0.0351, 0.0, -0.2579, -0.2274, -0.3998, -0.3692, -0.3775, -0.321, -0.3874, -0.3903, -0.3843, -0.4822, -0.4587, -0.481, -0.4773, -0.4891, -0.5251, -0.501, -0.4776, -0.5258, -0.4898, -0.505, -0.4767, -0.4367, -0.4423, -0.4977, -0.5193, -0.5612, -0.555, -0.5324, -0.5299, -0.5785, -0.6086, -0.5818, -0.607, -0.5559, -0.5963, -0.59, -0.5737, -0.5564, -0.5942, -0.59, -0.59, -0.6109, -0.6183, -0.5978, -0.5763, -0.577, -0.5711, -0.4724, -0.5016, -0.4555, -0.3853, -0.3694, -0.2551, -0.2117, -0.226, -0.2176, -0.1686, -0.0363, -0.0797, -0.1179, -0.0265, -0.0613, -0.0783, -0.1266, -0.1941, -0.1744, -0.1744, -0.1965, -0.1968, -0.211, -0.1483, -0.1452, -0.1759, -0.1927, -0.2054, -0.1518, -0.1438, -0.168, -0.1333, -0.1394, -0.1646, -0.0998, -0.108, -0.0804, -0.0804, -0.033, -0.3679, -0.3533, -0.3764, -0.3031, -0.256, -0.2494, -0.2778, -0.2853, -0.2775, -0.2775, -0.2709, -0.2628, -0.2284, -0.243, -0.2789, -0.2165, -0.2402, -0.2192, -0.2473, -0.2414, -0.2832, -0.247, -0.1263, -0.1369, -0.1319, -0.1164, -0.0925, -0.0133, -0.0035, -0.0581, -0.0461, -0.164, -0.2301, -0.2313, -0.2179, -0.2474, -0.2778, -0.2722, -0.2903, -0.307]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 2, "ts": "2025-02-20T02:26:19+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "resolved_tickers": ["GRAB"], "resolution_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": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11598752829134251, "ret_signed_m1d": 0.11598752829134251, "alpha_spy_m1d": 0.11180980138526997, "alpha_c_m1d": 0.11180980138526997, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.004177726906072543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02403349041223435, "ret_signed_p1d": 0.02403349041223435, "alpha_spy_p1d": 0.041137598256090535, "alpha_c_p1d": 0.041137598256090535, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.017104107843856187, "ret_p1w": 0.009404404959026946, "ret_signed_p1w": 0.009404404959026946, "alpha_spy_p1w": 0.05090309786833325, "alpha_c_p1w": 0.05090309786833325, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.0414986929093063, "ret_p1m": -0.030303027283257844, "ret_signed_p1m": -0.030303027283257844, "alpha_spy_p1m": 0.04293564982684461, "alpha_c_p1m": 0.04293564982684461, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.07323867711010246, "ret_p3m": 0.032392939341926885, "ret_signed_p3m": 0.032392939341926885, "alpha_spy_p3m": 0.058190982718237305, "alpha_c_p3m": 0.058190982718237305, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": -0.02579804337631042, "ret_p6m": 0.07210037158421145, "ret_signed_p6m": 0.07210037158421145, "alpha_spy_p6m": 0.011640396488248106, "alpha_c_p6m": 0.011640396488248106, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.06045997509596335, "ret_p1y": -0.10971779211533539, "ret_signed_p1y": -0.10971779211533539, "alpha_spy_p1y": -0.2599834361902118, "alpha_c_p1y": -0.2599834361902118, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.15026564407487641, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030303027283257844, "alpha_spy_stated": 0.04293564982684461, "alpha_c_stated": 0.04293564982684461, "price_path": [0.0742, 0.0763, 0.0825, 0.0825, 0.0449, 0.0825, 0.1055, 0.1097, 0.0951, 0.0742, 0.1139, 0.1348, 0.1285, 0.0825, 0.0721, 0.0721, 0.0742, 0.0261, 0.0282, 0.024, 0.0199, 0.0324, 0.0324, 0.0366, 0.0052, -0.0052, -0.0136, -0.0136, -0.0094, 0.0052, 0.0178, -0.0094, -0.0324, -0.0324, -0.0617, -0.0596, -0.0888, -0.0679, -0.07, -0.0596, -0.0596, -0.0366, -0.0261, -0.0303, -0.0449, -0.0721, -0.047, -0.001, -0.0303, -0.0428, -0.0512, 0.0679, -0.047, -0.024, 0.001, -0.001, -0.001, 0.0449, 0.0366, 0.024, 0.024, 0.1076, 0.116, 0.0, 0.024, 0.0073, -0.047, 0.0178, 0.0094, 0.0136, -0.0115, -0.0199, 0.0094, -0.0387, -0.0408, -0.139, -0.0993, -0.1181, -0.1097, -0.0805, -0.07, -0.0387, -0.0157, -0.0428, -0.0303, -0.0345, -0.0512, -0.001, 0.0031, -0.0449, -0.0533, -0.0491, -0.0366, -0.1097, -0.2205, -0.2727, -0.2205, -0.1097, -0.1703, -0.1536, -0.1682, -0.1515, -0.1557, -0.1411, -0.1411, -0.1494, -0.1139, -0.0846, -0.0219, -0.001, -0.0052, 0.001, 0.0199, -0.0031, 0.0219, 0.0157, 0.0115, 0.0115, 0.0303, 0.024, 0.0428, 0.0512, 0.0972, 0.0575, 0.0637, 0.0617, 0.0324, 0.0052, 0.0366, 0.0345, 0.0345, 0.0387, 0.0387, 0.0219, 0.0178, 0.0136, 0.0428, 0.0491, 0.0575, 0.0805, 0.0408, -0.0219, -0.0115, -0.0324, -0.0449, -0.0157, 0.0031, -0.0261, -0.0261, -0.0617, -0.047, -0.0094, -0.0408, -0.024, 0.0282, 0.0512, 0.0303, 0.024, 0.0178, 0.0178, 0.0387, 0.0031, 0.0428, 0.0282, 0.0449, 0.047, 0.0533, 0.0721, 0.0972, 0.116, 0.1181, 0.1432, 0.1223, 0.116, 0.1202, 0.1034, 0.1097, 0.1055, 0.0219, 0.0031, 0.0366, 0.0387, -0.0031, 0.0345, 0.0199, 0.0073, 0.0428, 0.07, 0.0721, 0.0721]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 3, "ts": "2025-02-20T02:26:19+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03984574992539458, "ret_signed_m1d": 0.03984574992539458, "alpha_spy_m1d": 0.03566802301932204, "alpha_c_m1d": 0.024278464598928018, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.015567285326466562, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05719796396667953, "ret_signed_p1d": -0.05719796396667953, "alpha_spy_p1d": -0.040093856122823346, "alpha_c_p1d": -0.04474412052242871, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.012453843444250823, "ret_p1w": -0.09575839875389824, "ret_signed_p1w": -0.09575839875389824, "alpha_spy_p1w": -0.05425970584459194, "alpha_c_p1w": -0.09069909365299156, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.005059305100906686, "ret_p1m": -0.17287920703821436, "ret_signed_p1m": -0.17287920703821436, "alpha_spy_p1m": -0.0996405299281119, "alpha_c_p1m": -0.13532318148205824, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.037556025556156114, "ret_p3m": -0.14717223008336133, "ret_signed_p3m": -0.14717223008336133, "alpha_spy_p3m": -0.12137418670705091, "alpha_c_p3m": -0.14982797809285997, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": 0.0026557480094986374, "ret_p6m": 0.5276349496621167, "ret_signed_p6m": 0.5276349496621167, "alpha_spy_p6m": 0.4671749745661533, "alpha_c_p6m": 0.49959476612907516, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.028040183533041496, "ret_p1y": 0.37210795666518726, "ret_signed_p1y": 0.37210795666518726, "alpha_spy_p1y": 0.22184231259031084, "alpha_c_p1y": 0.30787845230157074, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.06422950436361652, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17287920703821436, "alpha_spy_stated": -0.0996405299281119, "alpha_c_stated": -0.13532318148205824, "price_path": [0.009, -0.0045, 0.036, 0.036, 0.0546, 0.0225, 0.0206, 0.0488, 0.0058, 0.0296, 0.0006, -0.0174, 0.0244, 0.0219, 0.0443, 0.0848, 0.0707, -0.0206, -0.0341, -0.0135, 0.0045, 0.0296, 0.0296, 0.0668, 0.027, 0.0045, -0.0103, -0.0103, -0.0919, -0.0463, -0.0174, -0.0418, -0.0649, -0.0649, -0.0906, -0.0958, -0.0681, -0.0032, 0.0476, 0.0604, 0.0604, 0.1504, 0.1305, 0.1587, 0.1517, 0.0334, 0.0392, 0.0276, 0.0566, 0.0141, -0.0103, -0.0174, -0.0045, -0.0488, -0.0418, -0.0276, -0.0469, -0.0508, -0.0238, 0.0418, 0.0418, 0.0816, 0.0398, 0.0, -0.0572, -0.0771, -0.1054, -0.0701, -0.0958, -0.0701, -0.1279, -0.1587, -0.1369, -0.1999, -0.1909, -0.2815, -0.2763, -0.2339, -0.268, -0.223, -0.2082, -0.232, -0.1819, -0.1877, -0.1729, -0.1183, -0.1298, -0.16, -0.2159, -0.2384, -0.2526, -0.2346, -0.2089, -0.3162, -0.385, -0.3663, -0.3895, -0.268, -0.3239, -0.3117, -0.3046, -0.2969, -0.3149, -0.2943, -0.2943, -0.313, -0.2757, -0.2455, -0.2089, -0.1722, -0.1517, -0.1472, -0.196, -0.196, -0.1838, -0.1735, -0.1819, -0.1639, -0.1478, -0.153, -0.0977, -0.0816, -0.0983, -0.1279, -0.1054, -0.1176, -0.1472, -0.1774, -0.1523, -0.1587, -0.1587, -0.1395, -0.144, -0.1536, -0.1452, -0.1215, -0.1221, -0.135, -0.1215, -0.0848, -0.0938, -0.0752, -0.0321, -0.0424, -0.0945, -0.0424, -0.0726, -0.0129, -0.0129, -0.0231, -0.0129, 0.0186, 0.0334, 0.0778, 0.1041, 0.1703, 0.1337, 0.1645, 0.1934, 0.1934, 0.2365, 0.2821, 0.2995, 0.3477, 0.3625, 0.3708, 0.347, 0.3747, 0.4197, 0.4017, 0.3599, 0.3483, 0.3856, 0.3824, 0.3625, 0.3509, 0.4396, 0.4055, 0.4512, 0.3644, 0.4017, 0.3843, 0.3792, 0.419, 0.4203, 0.4409, 0.5199, 0.5302, 0.4968, 0.5276]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 4, "ts": "2025-02-20T02:26:19+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "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": "self_thread", "lang": "en", "tweet_text": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.056546523212459565, "ret_signed_m1d": 0.056546523212459565, "alpha_spy_m1d": 0.05236879630638702, "alpha_c_m1d": 0.040979237885993, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.015567285326466562, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0795576666056742, "ret_signed_p1d": -0.0795576666056742, "alpha_spy_p1d": -0.06245355876181802, "alpha_c_p1d": -0.06710382316142338, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.012453843444250823, "ret_p1w": -0.12986090645125448, "ret_signed_p1w": -0.12986090645125448, "alpha_spy_p1w": -0.08836221354194818, "alpha_c_p1w": -0.12480160135034779, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.005059305100906686, "ret_p1m": -0.20870496746926148, "ret_signed_p1m": -0.20870496746926148, "alpha_spy_p1m": -0.13546629035915903, "alpha_c_p1m": -0.17114894191310537, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.037556025556156114, "ret_p3m": 0.1578666084912872, "ret_signed_p3m": 0.1578666084912872, "alpha_spy_p3m": 0.18366465186759762, "alpha_c_p3m": 0.15521086048178856, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": 0.0026557480094986374, "ret_p6m": 1.0365678803450757, "ret_signed_p6m": 1.0365678803450757, "alpha_spy_p6m": 0.9761079052491124, "alpha_c_p6m": 1.0085276968120342, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.028040183533041496, "ret_p1y": 0.5440598544086732, "ret_signed_p1y": 0.5440598544086732, "alpha_spy_p1y": 0.3937942103337968, "alpha_c_p1y": 0.4798303500450567, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.06422950436361652, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20870496746926148, "alpha_spy_stated": -0.13546629035915903, "alpha_c_stated": -0.17114894191310537, "price_path": [-0.3248, -0.3503, -0.3284, -0.3284, -0.3304, -0.3289, -0.3107, -0.2865, -0.3057, -0.2567, -0.2947, -0.3336, -0.325, -0.2984, -0.2829, -0.2294, -0.2574, -0.3386, -0.3411, -0.3163, -0.3311, -0.294, -0.294, -0.2797, -0.304, -0.3172, -0.3354, -0.3354, -0.2965, -0.2624, -0.2381, -0.2765, -0.272, -0.272, -0.2851, -0.2938, -0.2551, -0.1873, -0.178, -0.1411, -0.1411, -0.1081, -0.1052, -0.1017, -0.0881, -0.1484, -0.1188, -0.0876, -0.0546, -0.0733, -0.0742, -0.0621, -0.0332, -0.0516, -0.0036, 0.0037, -0.0485, -0.0027, 0.1381, 0.1645, 0.1645, 0.0781, 0.0565, 0.0, -0.0796, -0.1093, -0.1809, -0.1286, -0.1299, -0.1063, -0.1636, -0.1755, -0.1416, -0.2001, -0.2076, -0.3644, -0.3514, -0.3057, -0.3575, -0.3, -0.2504, -0.2847, -0.2365, -0.2212, -0.2087, -0.1374, -0.1411, -0.2021, -0.2153, -0.2522, -0.2576, -0.2479, -0.2387, -0.3175, -0.3844, -0.3684, -0.3905, -0.2471, -0.2774, -0.2208, -0.2126, -0.2137, -0.2747, -0.2654, -0.2654, -0.2892, -0.2492, -0.2034, -0.1411, -0.1179, -0.1272, -0.1193, -0.124, -0.1684, -0.1333, -0.1429, -0.1315, -0.1083, -0.0355, -0.0252, 0.0244, 0.1161, 0.0951, 0.0824, 0.1017, 0.1465, 0.1579, 0.1391, 0.1554, 0.1268, 0.1268, 0.1777, 0.162, 0.1407, 0.18, 0.2126, 0.2793, 0.2892, 0.2934, 0.3357, 0.3093, 0.2934, 0.3357, 0.3172, 0.295, 0.3691, 0.337, 0.3976, 0.3976, 0.4003, 0.3619, 0.4629, 0.4761, 0.5077, 0.4811, 0.6702, 0.647, 0.7478, 0.6839, 0.6839, 0.6671, 0.6281, 0.6864, 0.7606, 0.7542, 0.7831, 0.7756, 0.8418, 0.881, 0.9575, 0.8612, 0.8168, 0.8209, 0.8182, 0.8703, 0.9046, 0.843, 0.8926, 0.8382, 0.782, 0.8974, 0.8812, 0.8846, 0.9841, 1.0448, 1.0268, 1.0351, 0.9376, 0.9748, 1.0366]}
{"unit_id": "thread:1892400358552400096", "ticker_idx": 5, "ts": "2025-02-20T02:26:19+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 only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Screens growth stocks on lowest P/S + highest revenue growth; flags PLTR, HIMS, GRAB, SOFI, HOOD, RKLB as attractive names.", "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": "For growth companies, I only focus mainly on the lowest P/S and the highest revenue growth. I'm going to drop this here $PLTR, $HIMS, $GRAB, $SOFI, $HOOD, $RKLB.  The rest is up to you. https://t.co/mmUHlMa9RK\n\n---\n\napologies, Grok is still pulling some old data. eg $HOOD revenue should be $2.8bil", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026524151631949655, "ret_signed_m1d": 0.026524151631949655, "alpha_spy_m1d": 0.022346424725877112, "alpha_c_m1d": 0.019923311389654197, "bench_spy_m1d": 0.004177726906072543, "bench_c_m1d": 0.006600840242295458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06769600064635406, "ret_signed_p1d": -0.06769600064635406, "alpha_spy_p1d": -0.05059189280249787, "alpha_c_p1d": -0.04578971588394032, "bench_spy_p1d": -0.017104107843856187, "bench_c_p1d": -0.02190628476241374, "ret_p1w": -0.21496438067990253, "ret_signed_p1w": -0.21496438067990253, "alpha_spy_p1w": -0.17346568777059623, "alpha_c_p1w": -0.1908095014159481, "bench_spy_p1w": -0.0414986929093063, "bench_c_p1w": -0.024154879263954432, "ret_p1m": -0.25019792706090493, "ret_signed_p1m": -0.25019792706090493, "alpha_spy_p1m": -0.17695924995080248, "alpha_c_p1m": -0.20950451398208214, "bench_spy_p1m": -0.07323867711010246, "bench_c_p1m": -0.04069341307882279, "ret_p3m": 0.029295319256254837, "ret_signed_p3m": 0.029295319256254837, "alpha_spy_p3m": 0.05509336263256526, "alpha_c_p3m": -0.016632181139096147, "bench_spy_p3m": -0.02579804337631042, "bench_c_p3m": 0.045927500395350984, "ret_p6m": 0.7525732405634002, "ret_signed_p6m": 0.7525732405634002, "alpha_spy_p6m": 0.6921132654674369, "alpha_c_p6m": 0.6546375033300817, "bench_spy_p6m": 0.06045997509596335, "bench_c_p6m": 0.0979357372333185, "ret_p1y": 2.0023751247308588, "ret_signed_p1y": 2.0023751247308588, "alpha_spy_p1y": 1.8521094806559824, "alpha_c_p1y": 1.7250870458799192, "bench_spy_p1y": 0.15026564407487641, "bench_c_p1y": 0.27728807885093953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25019792706090493, "alpha_spy_stated": -0.17695924995080248, "alpha_c_stated": -0.20950451398208214, "price_path": [-0.0475, 0.0071, 0.0162, 0.0162, 0.08, -0.0437, -0.0891, -0.0851, -0.053, -0.023, -0.08, -0.0954, -0.0756, -0.1061, -0.0333, 0.0253, 0.0439, -0.0926, -0.0808, -0.0154, 0.0131, 0.053, 0.053, 0.1259, 0.0776, 0.042, 0.0083, 0.0083, -0.0119, 0.1378, 0.1401, 0.1065, 0.0831, 0.0831, 0.0653, -0.0534, -0.0435, -0.0154, -0.0245, -0.0499, -0.0499, 0.2379, 0.1726, 0.2498, 0.2019, 0.1651, 0.1473, 0.1429, 0.1295, 0.15, 0.1235, 0.1354, 0.1322, 0.0958, 0.0851, 0.2114, 0.1172, 0.0934, 0.1203, 0.1093, 0.1093, 0.0982, 0.0265, 0.0, -0.0677, -0.1097, -0.1971, -0.1587, -0.215, -0.1888, -0.2613, -0.248, -0.1924, -0.2613, -0.2557, -0.3222, -0.2941, -0.2704, -0.3044, -0.2553, -0.2439, -0.2882, -0.2565, -0.2664, -0.2502, -0.1999, -0.1975, -0.2304, -0.2708, -0.2629, -0.2922, -0.2815, -0.2344, -0.2918, -0.3519, -0.3064, -0.3199, -0.1849, -0.2229, -0.2229, -0.2427, -0.1659, -0.2092, -0.2185, -0.2185, -0.2617, -0.2462, -0.1968, -0.1338, -0.114, -0.1025, -0.1132, -0.1374, -0.1243, -0.0899, -0.1101, -0.1144, -0.1176, -0.0855, -0.188, -0.1584, -0.1358, -0.0447, -0.0016, 0.0123, 0.0214, 0.0293, -0.0036, 0.0222, 0.0063, 0.0063, 0.1386, 0.1453, 0.0827, 0.0606, 0.053, 0.0578, 0.0653, 0.0471, 0.1449, 0.1734, 0.0756, 0.0831, 0.0451, 0.0059, 0.0511, 0.0459, 0.1025, 0.1025, 0.1892, 0.2977, 0.3246, 0.2807, 0.4307, 0.4006, 0.4161, 0.3591, 0.4125, 0.4117, 0.4117, 0.5392, 0.5337, 0.5495, 0.5479, 0.5451, 0.7106, 0.7656, 0.888, 1.0321, 1.0344, 0.8682, 0.8559, 0.9458, 0.9054, 0.8777, 0.7858, 0.7336, 0.8385, 0.8179, 0.774, 0.7633, 0.7716, 0.7458, 0.7502, 0.7692, 0.7823, 0.7193, 0.7023, 0.6948, 0.7526]}
{"unit_id": "quote:1889816831768273297", "ticker_idx": 0, "ts": "2025-02-12T23:20:18+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great $hood net income updates", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish reaction to HOOD's strong net income result; implied durable positive.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Great $hood net income updates on @vizualstocks", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD net income looks like a typo!\n\nLove to see it ❤️ https://t.co/rJDzjjeCa5", "parent_author": null, "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "reply:1889837839715803563", "ticker_idx": 0, "ts": "2025-02-13T00:43:47+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "When rwa hits robinhood, i can see 2x business", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Robinhood: real-world asset tokenization could double the business.", "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": "reply_other", "lang": "en", "tweet_text": "@ThatDudeTrent29 Vlad talked about real world tokens. I think it's strategic not to lean in memecoin or crypto too much because there's no value. When rwa hits robinhood, i can see 2x business.\n\nhttps://t.co/uKZTShL1nC", "reply_text": null, "parent_text": "@DeepValueBagger What happens when we get the next crash and huge drop it bitcoin. Robinhoods revenue will go to shit quick.", "quoted_text": null, "parent_author": "ThatDudeTrent29", "ret_m1d": -0.12366770351096246, "ret_signed_m1d": -0.12366770351096246, "alpha_spy_m1d": -0.11322029593642646, "alpha_c_m1d": -0.11709127313679013, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023197485265432638, "ret_signed_p1d": 0.023197485265432638, "alpha_spy_p1d": 0.023246764049053015, "alpha_c_p1d": 0.021263289864911883, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.12131658238756649, "ret_signed_p1w": -0.12131658238756649, "alpha_spy_p1w": -0.12238259243819838, "alpha_c_p1w": -0.11532036535744083, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.384952944393253, "ret_signed_p1m": -0.384952944393253, "alpha_spy_p1m": -0.3080007638528949, "alpha_c_p1m": -0.3234441421893327, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.019278989920768486, "ret_signed_p3m": -0.019278989920768486, "alpha_spy_p3m": 0.015366845803111873, "alpha_c_p3m": -0.010875366685008658, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.7967084423855444, "ret_signed_p6m": 0.7967084423855444, "alpha_spy_p6m": 0.7454462895400662, "alpha_c_p6m": 0.7867148731023059, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": 0.4092477231548599, "ret_signed_p1y": 0.4092477231548599, "alpha_spy_p1y": 0.2553332823229486, "alpha_c_p1y": 0.34963455619814954, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.384952944393253, "alpha_spy_stated": -0.3080007638528949, "alpha_c_stated": -0.3234441421893327, "price_path": [-0.4514, -0.4476, -0.4345, -0.45, -0.4255, -0.4067, -0.4292, -0.4099, -0.4099, -0.4116, -0.4103, -0.3944, -0.373, -0.39, -0.3469, -0.3803, -0.4144, -0.4069, -0.3835, -0.3699, -0.3229, -0.3475, -0.4188, -0.421, -0.3992, -0.4122, -0.3796, -0.3796, -0.3671, -0.3884, -0.4, -0.416, -0.416, -0.3818, -0.3519, -0.3306, -0.3643, -0.3603, -0.3603, -0.3718, -0.3795, -0.3455, -0.2859, -0.2777, -0.2453, -0.2453, -0.2163, -0.2138, -0.2107, -0.1987, -0.2517, -0.2257, -0.1983, -0.1693, -0.1857, -0.1865, -0.1759, -0.1505, -0.1666, -0.1245, -0.118, -0.1639, -0.1237, 0.0, 0.0232, 0.0232, -0.0527, -0.0716, -0.1213, -0.1912, -0.2174, -0.2803, -0.2343, -0.2354, -0.2147, -0.265, -0.2755, -0.2458, -0.2972, -0.3038, -0.4415, -0.4301, -0.39, -0.4354, -0.385, -0.3414, -0.3715, -0.3292, -0.3157, -0.3047, -0.242, -0.2453, -0.2989, -0.3105, -0.3429, -0.3476, -0.3392, -0.331, -0.4003, -0.4591, -0.445, -0.4644, -0.3384, -0.365, -0.3154, -0.3082, -0.3091, -0.3627, -0.3545, -0.3545, -0.3754, -0.3403, -0.3, -0.2453, -0.2249, -0.2331, -0.2262, -0.2303, -0.2693, -0.2384, -0.2469, -0.2368, -0.2165, -0.1525, -0.1434, -0.0998, -0.0193, -0.0378, -0.0489, -0.032, 0.0074, 0.0174, 0.0009, 0.0152, -0.0099, -0.0099, 0.0348, 0.021, 0.0024, 0.0368, 0.0655, 0.1241, 0.1328, 0.1365, 0.1737, 0.1505, 0.1365, 0.1737, 0.1574, 0.1379, 0.203, 0.1748, 0.2281, 0.2281, 0.2304, 0.1967, 0.2854, 0.297, 0.3248, 0.3014, 0.4676, 0.4472, 0.5357, 0.4796, 0.4796, 0.4649, 0.4306, 0.4818, 0.547, 0.5414, 0.5668, 0.5602, 0.6183, 0.6528, 0.7201, 0.6354, 0.5964, 0.6, 0.5976, 0.6434, 0.6735, 0.6194, 0.663, 0.6152, 0.5658, 0.6672, 0.653, 0.656, 0.7434, 0.7967]}
{"unit_id": "orig:1933617934754001385", "ticker_idx": 0, "ts": "2025-06-13T20:10:15+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very pleased with my $crcl positions. Currently holding 500 shares @ 93 and csp for more with cc.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding 500 shares of CRCL at $93 with cash-secured puts and covered calls; ongoing long position.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Very pleased with my $crcl positions.  Currently holding 500 shares @ 93 and csp for more with cc. https://t.co/m3nfsDnm0R", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11584800928658845, "ret_signed_m1d": -0.11584800928658845, "alpha_spy_m1d": -0.1064235388141962, "alpha_c_m1d": -0.10456766848928789, "bench_spy_m1d": -0.009424470472392255, "bench_c_m1d": -0.011280340797300559, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012644006970597976, "ret_signed_p1d": -0.012644006970597976, "alpha_spy_p1d": -0.0040990400901111945, "alpha_c_p1d": -0.006904945597112744, "bench_spy_p1d": -0.008544966880486782, "bench_c_p1d": -0.0057390613734852325, "ret_p1w": 0.7440091120406858, "ret_signed_p1w": 0.7440091120406858, "alpha_spy_p1w": 0.7452630516550207, "alpha_c_p1w": 0.7348230597684011, "bench_spy_p1w": -0.0012539396143349535, "bench_c_p1w": 0.00918605227228464, "ret_p1m": 0.29306239234704945, "ret_signed_p1m": 0.29306239234704945, "alpha_spy_p1m": 0.2577215266809534, "alpha_c_p1m": 0.2673942032235028, "bench_spy_p1m": 0.035340865666096066, "bench_c_p1m": 0.025668189123546625, "ret_p3m": -0.11492122925275372, "ret_signed_p3m": -0.11492122925275372, "alpha_spy_p3m": -0.20932326694057113, "alpha_c_p3m": -0.18785153461700643, "bench_spy_p3m": 0.09440203768781741, "bench_c_p3m": 0.07293030536425271, "ret_p6m": -0.4116245287310901, "ret_signed_p6m": -0.4116245287310901, "alpha_spy_p6m": -0.5514641620754498, "alpha_c_p6m": -0.4731443310814566, "bench_spy_p6m": 0.13983963334435967, "bench_c_p6m": 0.06151980235036647, "ret_p1y": -0.40334967092490526, "ret_signed_p1y": -0.40334967092490526, "alpha_spy_p1y": -0.6691728535263443, "alpha_c_p1y": -0.42562425719829944, "bench_spy_p1y": 0.265823182601439, "bench_c_p1y": 0.02227458627339418, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29306239234704945, "alpha_spy_stated": 0.2577215266809534, "alpha_c_stated": 0.2673942032235028, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.449, -0.287, -0.2371, -0.2989, -0.2241, -0.2947, -0.1158, 0.0, -0.0126, 0.3213, 0.3213, 0.5906, 0.744, 0.4739, 0.3148, 0.4142, 0.1944, 0.2001, 0.2745, 0.1781, 0.2496, 0.2496, 0.3734, 0.3558, 0.3285, 0.3432, 0.2401, 0.3551, 0.2931, 0.5438, 0.5562, 0.4814, 0.4306, 0.3128, 0.3399, 0.2782, 0.2767, 0.2271, 0.2024, 0.2611, 0.2149, 0.1128, 0.0911, 0.019, 0.0705, 0.0124, 0.0528, 0.0669, 0.0804, 0.0139, -0.0783, -0.0119, -0.0628, -0.1048, -0.0877, -0.1275, -0.1061, -0.1709, -0.1457, -0.1566, -0.1332, -0.1263, -0.1263, -0.2047, -0.2158, -0.2222, -0.2416, -0.2555, -0.2189, -0.2474, -0.1149, -0.1704, -0.1126, -0.1076, -0.1325, -0.0704, -0.0458, -0.0888, -0.133, -0.129, -0.1748, -0.1593, -0.1152, -0.1223, -0.1458, -0.0089, -0.035, -0.0169, -0.0155, -0.004, -0.0038, -0.12, -0.09, -0.1099, -0.1098, -0.1496, -0.1627, -0.1341, -0.1404, -0.1739, -0.1403, -0.0596, -0.0514, -0.099, -0.1279, -0.1877, -0.1594, -0.2198, -0.2635, -0.2518, -0.3379, -0.3172, -0.3109, -0.3493, -0.4287, -0.4549, -0.4579, -0.493, -0.4929, -0.5385, -0.5569, -0.5278, -0.5185, -0.5359, -0.5191, -0.5191, -0.4709, -0.4973, -0.4874, -0.4288, -0.421, -0.4332, -0.4442, -0.4116]}
{"unit_id": "reply:1889504568012111883", "ticker_idx": 0, "ts": "2025-02-12T02:39:28+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is a good price.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Considers TSLA current price attractive; implicitly bullish.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@wantonself I have too much of it. I want to start building other positions.  It depends on your portfolio sizing. It is a good price.", "reply_text": null, "parent_text": "@DeepValueBagger Buying the dips on $TSLA?", "quoted_text": null, "parent_author": "wantonself", "ret_m1d": -0.023803184253579523, "ret_signed_m1d": -0.023803184253579523, "alpha_spy_m1d": -0.02703528694663837, "alpha_c_m1d": -0.023981853691844135, "bench_spy_m1d": 0.003232102693058847, "bench_c_m1d": 0.00017866943826461146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05773971683431944, "ret_signed_p1d": 0.05773971683431944, "alpha_spy_p1d": 0.04718200857858279, "alpha_c_p1d": 0.04272222939902148, "bench_spy_p1d": 0.010557708255736653, "bench_c_p1d": 0.01501748743529796, "ret_p1w": 0.07146886302050648, "ret_signed_p1w": 0.07146886302050648, "alpha_spy_p1w": 0.055607555445494006, "alpha_c_p1w": 0.06029515122750162, "bench_spy_p1w": 0.015861307575012473, "bench_c_p1w": 0.011173711793004859, "ret_p1m": -0.2847761264414932, "ret_signed_p1m": -0.2847761264414932, "alpha_spy_p1m": -0.1986915668235878, "alpha_c_p1m": -0.14559670882927245, "bench_spy_p1m": -0.0860845596179054, "bench_c_p1m": -0.13917941761222075, "ret_p3m": -0.05387656936398366, "ret_signed_p3m": -0.05387656936398366, "alpha_spy_p3m": -0.02302245384252377, "alpha_c_p3m": -0.006119478580363769, "bench_spy_p3m": -0.03085411552145989, "bench_c_p3m": -0.04775709078361989, "ret_p6m": -0.04231678208286027, "ret_signed_p6m": -0.04231678208286027, "alpha_spy_p6m": -0.09645812908555396, "alpha_c_p6m": -0.045629314849571445, "bench_spy_p6m": 0.054141347002693685, "bench_c_p6m": 0.0033125327667111737, "ret_p1y": 0.2790407154957575, "ret_signed_p1y": 0.2790407154957575, "alpha_spy_p1y": 0.11871183595390877, "alpha_c_p1y": 0.18653739367383748, "bench_spy_p1y": 0.1603288795418487, "bench_c_p1y": 0.09250332182192, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2847761264414932, "alpha_spy_stated": -0.1986915668235878, "alpha_c_stated": -0.14559670882927245, "price_path": [-0.0469, 0.0066, 0.0282, 0.0164, 0.0093, 0.0477, 0.0062, 0.0051, -0.0108, -0.0108, 0.0257, 0.0612, 0.0443, 0.0637, 0.098, 0.1566, 0.1583, 0.1916, 0.2623, 0.2425, 0.2963, 0.3759, 0.426, 0.3079, 0.2962, 0.2513, 0.2796, 0.3737, 0.3737, 0.3495, 0.2828, 0.2404, 0.2001, 0.2001, 0.1271, 0.2197, 0.2215, 0.1719, 0.1736, 0.1736, 0.173, 0.1985, 0.1779, 0.2725, 0.2297, 0.2674, 0.2674, 0.2602, 0.2336, 0.2255, 0.2082, 0.1802, 0.183, 0.1563, 0.1895, 0.2023, 0.1402, 0.1655, 0.1238, 0.1124, 0.0746, 0.0423, -0.0238, 0.0, 0.0577, 0.0574, 0.0574, 0.0523, 0.0715, 0.0532, 0.0038, -0.0178, -0.1002, -0.1358, -0.1621, -0.1294, -0.1541, -0.1916, -0.1706, -0.2171, -0.2194, -0.3398, -0.3148, -0.2628, -0.2848, -0.2571, -0.2927, -0.3305, -0.2991, -0.2979, -0.2609, -0.1727, -0.1437, -0.1915, -0.1883, -0.2168, -0.2299, -0.2022, -0.1597, -0.2057, -0.2885, -0.3067, -0.3407, -0.1911, -0.2499, -0.2502, -0.2501, -0.2449, -0.2822, -0.2827, -0.2827, -0.3239, -0.2928, -0.2549, -0.2288, -0.1532, -0.1505, -0.1322, -0.1615, -0.1664, -0.1465, -0.1672, -0.1817, -0.1792, -0.1536, -0.1137, -0.0539, -0.0073, 0.0332, 0.0188, 0.04, 0.0166, 0.0217, -0.0056, 0.0135, 0.0084, 0.0084, 0.0784, 0.0606, 0.0651, 0.0296, 0.0184, 0.0231, -0.0133, -0.154, -0.1229, -0.083, -0.031, -0.03, -0.0517, -0.0333, -0.0219, -0.0599, -0.043, -0.043, -0.0426, 0.0362, 0.0118, -0.0266, -0.0319, -0.0383, -0.056, -0.1064, -0.062, -0.0629, -0.0629, -0.1265, -0.115, -0.1207, -0.0792, -0.0683, -0.0583, -0.0765, -0.0441, -0.0508, -0.0204, -0.0238, -0.0131, -0.0117, -0.0927, -0.0608, -0.0325, -0.0455, -0.0519, -0.0839, -0.1007, -0.081, -0.0826, -0.0493, -0.0423]}
{"unit_id": "reply:1932859598802723204", "ticker_idx": 0, "ts": "2025-06-11T17:56:53+00:00", "symbol": "AIRO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I also added to $AIRO allocation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to AIRO position; bullish on small military drone sales driving better income than peers.", "resolved_tickers": ["AIRO"], "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": "@optionscjp it wasn't on RH which why i missed it. I also added to $AIRO allocation. I'm surprised it has better income than $ACHR and $JOBY, apparently they are doing well selling small drones to the military.", "reply_text": null, "parent_text": "@DeepValueBagger Didn’t even know about it - I’m eyeballing $AIRO on the 13th \nDrone defense", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": null, "ret_signed_m1d": null, "alpha_spy_m1d": null, "alpha_c_m1d": null, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": -0.0004853660418743244, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.29166666666666674, "ret_signed_p1d": 0.29166666666666674, "alpha_spy_p1d": 0.2876924946166042, "alpha_c_p1d": 0.29430114240148153, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": -0.0026344757348147896, "ret_p1w": -0.07333334287007653, "ret_signed_p1w": -0.07333334287007653, "alpha_spy_p1w": -0.06681470441176673, "alpha_c_p1w": -0.05925955476438194, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.014073788105694596, "ret_p1m": 0.17833336194356275, "ret_signed_p1m": 0.17833336194356275, "alpha_spy_p1m": 0.1345823725946691, "alpha_c_p1m": 0.13008877271090746, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.04824458923265529, "ret_p3m": -0.19083333015441895, "ret_signed_p3m": -0.19083333015441895, "alpha_spy_p3m": -0.2729605584151431, "alpha_c_p3m": -0.24276351998670975, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.05193018983229081, "ret_p6m": -0.5954166650772095, "ret_signed_p6m": -0.5954166650772095, "alpha_spy_p6m": -0.7400159882956661, "alpha_c_p6m": -0.6778080880702757, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.08239142299306623, "ret_p1y": -0.6058333317438762, "ret_signed_p1y": -0.6058333317438762, "alpha_spy_p1y": -0.878202394441167, "alpha_c_p1y": -0.8223008901398812, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.21646755839600496, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17833336194356275, "alpha_spy_stated": 0.1345823725946691, "alpha_c_stated": 0.13008877271090746, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.0, 0.2917, 0.24, 0.0942, 0.0942, -0.0733, 0.1208, 0.0113, -0.0875, 0.0525, -0.0279, 0.0029, -0.0731, -0.0992, -0.0875, -0.0875, -0.1129, -0.0971, -0.105, -0.075, 0.2, 0.1783, 0.1442, 0.0854, 0.0954, 0.0404, -0.0463, -0.0067, -0.0375, -0.0221, -0.045, -0.0892, -0.1263, -0.12, -0.1158, -0.1617, -0.0492, -0.0858, -0.14, -0.135, -0.1463, -0.15, -0.1283, -0.0942, -0.0442, -0.0787, 0.0029, -0.045, -0.0817, -0.0296, 0.0183, -0.0319, -0.0196, 0.0038, 0.0746, -0.0188, -0.0188, -0.1438, -0.1492, -0.1333, -0.1275, -0.1458, -0.2021, -0.1908, -0.1725, -0.1608, -0.1583, -0.1738, -0.2037, -0.1713, -0.1862, -0.1604, -0.1808, -0.1946, -0.2125, -0.205, -0.2075, -0.2, -0.1862, -0.1758, -0.1913, -0.1804, -0.1673, -0.1738, -0.205, -0.2438, -0.2271, -0.1633, -0.1871, -0.2167, -0.2708, -0.2387, -0.2508, -0.2875, -0.2812, -0.2717, -0.2779, -0.2992, -0.3, -0.3187, -0.3183, -0.3217, -0.4054, -0.4085, -0.4533, -0.4387, -0.425, -0.4321, -0.4429, -0.4688, -0.5792, -0.5696, -0.5892, -0.6304, -0.6725, -0.6671, -0.6721, -0.6733, -0.6567, -0.6567, -0.6396, -0.6588, -0.655, -0.6354, -0.6004, -0.605, -0.5954]}
{"unit_id": "thread:1939532430584561753", "ticker_idx": 0, "ts": "2025-06-30T03:52:20+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Circle would likely be classified as a high-quality IPO that should avoid the underperformance seen in retail access IPOs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Applying SSRN IPO quality model to Circle IPO, author concludes CRCL ranks 75th–85th percentile and should outperform typical retail-access IPOs.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "A SSRN paper on Retail IPO Access: High Hopes, Low Returns puts out a model that predicts successful IPO based on these factors:\n\nPositive Quality Signals:\n1. Conservative pricing relative to fundamentals\n2. Established revenue and earnings\n3. Institutional rather than speculative retail demand\n4. High-quality underwriter selection\n5. Proven business models with track records\n\nhttps://t.co/fK434GQT6e\n\nLet's apply to $CRCL\n\n---\n\nCircle $CRCL IPO Evaluation Using Paper Methodology\n\nEvaluation Against Paper Methodology:\n1. Sales-to-Offer Price Ratio \n> 2024 Revenue: $1.68 billion\n> Market Cap at IPO pricing ($31): ~$6.9 billion\n> Sales-to-Offer Price ratio: $1.68B ÷ $6.9B = 0.243\n\nPercentile: This places Circle well above the paper's sample median of 0.053 and even above the 75th percentile of 0.173, suggesting ~90th percentile performance\n\n2. Earnings-to-Offer Price Ratio\n> 2024 Net Income: $156 million\n> Market Cap at IPO: $6.9 billion\n> Earnings-to-Offer Price ratio: $156M ÷ $6.9B = 0.023\n\nPercentile: The paper shows most IPOs had negative earnings (72.6% had earnings<0), so positive earnings alone puts Circle in the ~75th percentile\n\n3. Underwriter Quality\n> Lead underwriters: JPMorgan, Citigroup, Goldman Sachs\n> These are all top-tier investment banks (Tier 1)\n\nPercentile: Based on the paper's methodology focusing on underwriter rank and market share, this represents ~95th percentile quality\n\n4. VC Funding Indicator\n> Total VC funding: $1.12 billion\n\nThe paper shows 54% of IPOs had VC funding. Circle's substantial VC backing puts it in the ~80th+ percentile\n\n5. Revenue Growth\n\n> 15% growth from 2023 to 2024\n> Forward-looking: Expected $2B in 2025 (19% growth)\n\nPercentile: Moderate but positive growth places Circle around ~60th percentile\n\n6. Additional Quality Indicators\nZero Revenue: No (Circle has substantial revenue) - Positive signal\nCompany Age: Founded 2013, ~12 years old at IPO - Above median age\nBusiness Model: Proven revenue-generating stablecoin business - High quality\n\nOverall Assessment:\nCircle demonstrates strong fundamentals across most metrics used in the paper:\nSales-to-Price Ratio: ~90th percentile (excellent)\nEarnings Positivity: ~75th percentile (strong)\nUnderwriter Quality: ~95th percentile (top-tier)\nVC Backing: ~80th+ percentile (substantial)\nRevenue Growth: ~60th percentile (moderate)\n\nAccording to the paper's methodology, Circle would likely be classified as a high-quality IPO that should avoid the underperformance seen in retail access IPOs. 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{"unit_id": "quote:1927430832290951564", "ticker_idx": 0, "ts": "2025-05-27T18:24:55+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This company is actually deeply undervalued for a growth company. I would love to get assigned.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWV: deeply undervalued at ~10x P/S for a high-growth company; wants to get long via CSP assignment.", "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": "quote", "lang": "en", "tweet_text": "Core Weave is now trading at $119/shr. My CSP was at $82 this week and moved up to $95 and it still ran away.  It's absolute beast.  The price/sales is like 10 for a growth company. This company is actually deeply undervalued for a growth company. I would love to get assigned.", "reply_text": null, "parent_text": null, "quoted_text": "$crwv won't stop. It's AI world and we're living in it. My csp was too low!! https://t.co/EWiBK5jM7n", "parent_author": null, "ret_m1d": -0.1712511345316351, "ret_signed_m1d": -0.1712511345316351, "alpha_spy_m1d": -0.15088400329358798, "alpha_c_m1d": -0.15088400329358798, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.02036713123804712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06307977428266953, "ret_signed_p1d": -0.06307977428266953, "alpha_spy_p1d": -0.057294427242466694, "alpha_c_p1d": -0.057294427242466694, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.005785347040202837, "ret_p1w": 0.21384201214647347, "ret_signed_p1w": 0.21384201214647347, "alpha_spy_p1w": 0.2054854230219123, "alpha_c_p1w": 0.2054854230219123, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.008356589124561165, "ret_p1m": 0.28660158449174333, "ret_signed_p1m": 0.28660158449174333, "alpha_spy_p1m": 0.2565503627695953, "alpha_c_p1m": 0.2565503627695953, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.030051221722148025, "ret_p3m": -0.24183272615735762, "ret_signed_p3m": -0.24183272615735762, "alpha_spy_p3m": -0.33667782447454364, "alpha_c_p3m": -0.33667782447454364, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.09484509831718602, "ret_p6m": -0.3956602611016705, "ret_signed_p6m": -0.3956602611016705, "alpha_spy_p6m": -0.5230076267145377, "alpha_c_p6m": -0.5230076267145377, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.1273473656128672, "ret_p1y": -0.07868843096521161, "ret_signed_p1y": -0.07868843096521161, "alpha_spy_p1y": -0.35881467080583196, "alpha_c_p1y": -0.35881467080583196, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 0.28012623984062035, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28660158449174333, "alpha_spy_stated": 0.2565503627695953, "alpha_c_stated": 0.2565503627695953, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.6773, -0.7009, -0.5759, -0.505, -0.566, -0.6143, -0.5979, -0.6482, -0.6066, -0.6596, -0.6471, -0.6482, -0.671, -0.6715, -0.6847, -0.6847, -0.7143, -0.6894, -0.6643, -0.6631, -0.6649, -0.661, -0.6546, -0.6669, -0.6425, -0.584, -0.5885, -0.562, -0.5676, -0.5563, -0.5856, -0.5282, -0.4897, -0.4558, -0.4695, -0.3523, -0.3015, -0.2721, -0.1337, -0.1921, -0.1713, -0.1713, 0.0, -0.0631, -0.1486, -0.1021, -0.0304, 0.2138, 0.3156, 0.0894, 0.1306, 0.3076, 0.2495, 0.2076, 0.2017, 0.1873, 0.2785, 0.3869, 0.3713, 0.3713, 0.4808, 0.401, 0.3924, 0.2866, 0.2751, 0.2906, 0.3153, 0.2579, 0.2242, 0.3326, 0.3326, 0.2882, 0.2217, 0.2346, 0.1155, 0.0151, 0.0678, 0.1341, 0.1538, 0.0665, -0.0077, 0.0076, 0.0468, 0.0168, -0.032, -0.0674, -0.1104, -0.1229, -0.17, -0.0794, -0.16, -0.1449, -0.0978, -0.1108, -0.0233, 0.045, 0.1275, 0.1999, -0.0501, -0.1973, -0.1936, -0.2192, -0.2507, -0.2618, -0.2676, -0.2418, -0.2548, -0.2628, -0.2181, -0.1708, -0.1688, -0.1688, -0.2471, -0.275, -0.2943, -0.2814, -0.2454, -0.1916, -0.0551, -0.091, -0.0969, -0.0282, -0.0421, -0.0251, -0.0208, 0.0072, 0.0747, 0.0558, 0.0761, 0.0217, -0.0293, -0.0117, 0.1039, 0.1055, 0.1132, 0.0873, 0.0797, 0.0392, 0.1291, 0.1542, 0.1166, 0.1424, 0.0814, 0.1232, 0.1433, 0.1041, 0.0249, 0.0088, -0.0197, -0.0051, 0.0692, 0.0975, 0.0874, 0.1287, 0.0572, 0.0786, 0.019, -0.0663, -0.077, -0.1375, -0.161, -0.1481, -0.287, -0.3109, -0.3681, -0.376, -0.3924, -0.3958, -0.3957]}
{"unit_id": "reply:1899695651702608200", "ticker_idx": 0, "ts": "2025-03-12T05:35:12+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$tsla stock is a buying opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sees TSLA as a buying opportunity based on parent content.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@elonmusk All i heard was, $tsla stock is a buying opportunity.", "reply_text": null, "parent_text": "https://t.co/PIABvSX9mi", "quoted_text": null, "parent_author": "elonmusk", "ret_m1d": -0.07057920418116292, "ret_signed_m1d": -0.07057920418116292, "alpha_spy_m1d": -0.0653007264053328, "alpha_c_m1d": -0.06480774826555946, "bench_spy_m1d": -0.005278477775830126, "bench_c_m1d": -0.005771455915603463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02986820819658198, "ret_signed_p1d": -0.02986820819658198, "alpha_spy_p1d": -0.016537660785145514, "alpha_c_p1d": -0.004909909795484224, "bench_spy_p1d": -0.013330547411436466, "bench_c_p1d": -0.024958298401097756, "ret_p1w": -0.04929660973061645, "ret_signed_p1w": -0.04929660973061645, "alpha_spy_p1w": -0.06407654744948843, "alpha_c_p1w": -0.04767649977748545, "bench_spy_p1w": 0.014779937718871983, "bench_c_p1w": -0.0016201099531309993, "ret_p1m": 0.0173727180547969, "ret_signed_p1m": 0.0173727180547969, "alpha_spy_p1m": 0.07590495932451968, "alpha_c_p1m": 0.06350650283895265, "bench_spy_p1m": -0.058532241269722785, "bench_c_p1m": -0.04613378478415575, "ret_p3m": 0.24382277047555578, "ret_signed_p3m": 0.24382277047555578, "alpha_spy_p3m": 0.16757248805105718, "alpha_c_p3m": 0.1581210661214496, "bench_spy_p3m": 0.0762502824244986, "bench_c_p3m": 0.08570170435410618, "ret_p6m": 0.364545139975051, "ret_signed_p6m": 0.364545139975051, "alpha_spy_p6m": 0.1961206099105326, "alpha_c_p6m": 0.1682273972208188, "bench_spy_p6m": 0.1684245300645184, "bench_c_p6m": 0.1963177427542322, "ret_p1y": 0.6224354698180545, "ret_signed_p1y": 0.6224354698180545, "alpha_spy_p1y": 0.38056224170548103, "alpha_c_p1y": 0.42898581451972007, "bench_spy_p1y": 0.2418732281125735, "bench_c_p1y": 0.19344965529833447, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0173727180547969, "alpha_spy_stated": 0.07590495932451968, "alpha_c_stated": 0.06350650283895265, "price_path": [0.7584, 0.8663, 0.9342, 0.7741, 0.7581, 0.6972, 0.7357, 0.8634, 0.8634, 0.8305, 0.7399, 0.6825, 0.6278, 0.6278, 0.5288, 0.6544, 0.6569, 0.5896, 0.5919, 0.5919, 0.5911, 0.6257, 0.5976, 0.7261, 0.668, 0.7191, 0.7191, 0.7093, 0.6732, 0.6622, 0.6388, 0.6008, 0.6046, 0.5684, 0.6134, 0.6309, 0.5465, 0.5809, 0.5243, 0.5088, 0.4576, 0.4137, 0.3241, 0.3564, 0.4347, 0.4343, 0.4343, 0.4273, 0.4533, 0.4285, 0.3616, 0.3323, 0.2205, 0.1722, 0.1365, 0.1809, 0.1474, 0.0965, 0.125, 0.0619, 0.0588, -0.1046, -0.0706, 0.0, -0.0299, 0.0076, -0.0406, -0.0918, -0.0493, -0.0477, 0.0025, 0.1221, 0.1614, 0.0966, 0.1009, 0.0623, 0.0446, 0.0821, 0.1397, 0.0774, -0.0349, -0.0597, -0.1057, 0.0972, 0.0174, 0.017, 0.0172, 0.0243, -0.0264, -0.0271, -0.0271, -0.083, -0.0408, 0.0107, 0.046, 0.1486, 0.1523, 0.1771, 0.1373, 0.1307, 0.1577, 0.1297, 0.1099, 0.1134, 0.1481, 0.2022, 0.2833, 0.3466, 0.4014, 0.3818, 0.4107, 0.3789, 0.3859, 0.3488, 0.3747, 0.3678, 0.3678, 0.4627, 0.4386, 0.4448, 0.3965, 0.3813, 0.3877, 0.3384, 0.1476, 0.1896, 0.2438, 0.3144, 0.3158, 0.2863, 0.3113, 0.3267, 0.2751, 0.2981, 0.2981, 0.2986, 0.4055, 0.3724, 0.3203, 0.3132, 0.3045, 0.2804, 0.2121, 0.2723, 0.2711, 0.2711, 0.1848, 0.2004, 0.1926, 0.249, 0.2637, 0.2774, 0.2527, 0.2966, 0.2875, 0.3288, 0.3241, 0.3387, 0.3405, 0.2306, 0.274, 0.3124, 0.2947, 0.286, 0.2426, 0.2198, 0.2466, 0.2444, 0.2895, 0.299, 0.3288, 0.3666, 0.3739, 0.368, 0.3527, 0.3324, 0.351, 0.3274, 0.3056, 0.2903, 0.3705, 0.3971, 0.4175, 0.4092, 0.3946, 0.3458, 0.3458, 0.3276, 0.3466, 0.3645]}
{"unit_id": "reply:1892982829148938694", "ticker_idx": 0, "ts": "2025-02-21T17:00:51+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "short $ASTS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short ASTS, long RKLB.", "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": "reply_other", "lang": "en", "tweet_text": "@Tim_X94 short $ASTS, long $RKLB - got it.", "reply_text": null, "parent_text": "$RKLB Since you want my thoughts:\n\nI think it is correct to say that SpaceX got its 350B valuation based on a combination of launch and Starlink. The foundations for that company were built in the 2014-2024 era when launch was not readily available and thus it was a key enabler", "quoted_text": null, "parent_author": "AlexfromBabylon", "ret_m1d": 0.1043994355739708, "ret_signed_m1d": -0.1043994355739708, "alpha_spy_m1d": -0.08699768633445015, "alpha_c_m1d": -0.08699768633445015, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.017401749239520647, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00244412347472045, "ret_signed_p1d": 0.00244412347472045, "alpha_spy_p1d": -0.002106283392187547, "alpha_c_p1d": -0.002106283392187547, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004550406866907997, "ret_p1w": -0.05342174622566065, "ret_signed_p1w": 0.05342174622566065, "alpha_spy_p1w": 0.0438208275142945, "alpha_c_p1w": 0.0438208275142945, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": -0.009600918711366146, "ret_p1m": 0.02304468790074976, "ret_signed_p1m": -0.02304468790074976, "alpha_spy_p1m": -0.06327038808134844, "alpha_c_p1m": -0.06327038808134844, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.04022570018059868, "ret_p3m": -0.16794691230618164, "ret_signed_p3m": 0.16794691230618164, "alpha_spy_p3m": 0.14240006412131023, "alpha_c_p3m": 0.14240006412131023, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.025546848184871407, "ret_p6m": 0.6815642763183483, "ret_signed_p6m": -0.6815642763183483, "alpha_spy_p6m": -0.6028853357461963, "alpha_c_p6m": -0.6028853357461963, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.07867894057215197, "ret_p1y": 2.3613826359878334, "ret_signed_p1y": -2.3613826359878334, "alpha_spy_p1y": -2.1941864595920224, "alpha_c_p1y": -2.1941864595920224, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.16719617639581075, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02304468790074976, "alpha_spy_stated": -0.06327038808134844, "alpha_c_stated": -0.06327038808134844, "price_path": [-0.1833, -0.1868, -0.1868, -0.1686, -0.1892, -0.2001, -0.2095, -0.214, -0.1159, -0.0927, -0.1494, -0.1774, -0.1854, -0.1802, -0.1515, -0.1348, -0.1844, -0.1969, -0.2011, -0.1882, -0.1798, -0.1798, -0.1383, -0.1997, -0.2385, -0.2633, -0.2633, -0.2444, -0.1631, -0.1571, -0.1969, -0.214, -0.214, -0.2189, -0.2643, -0.2849, -0.2479, -0.2668, -0.2744, -0.2744, -0.1934, -0.2147, -0.3087, -0.2895, -0.331, -0.2968, -0.3813, -0.3642, -0.2933, -0.2503, -0.1938, -0.1372, -0.0531, -0.0744, 0.0873, -0.0084, -0.036, 0.0492, 0.1208, 0.1208, 0.0789, 0.0883, 0.1044, 0.0, -0.0024, -0.0862, -0.0489, -0.0894, -0.0534, -0.1054, -0.001, 0.1802, 0.1236, 0.1662, 0.0175, 0.0007, -0.0377, -0.088, -0.0171, -0.0216, -0.0834, -0.1044, -0.1379, -0.1023, 0.023, -0.0031, -0.0471, -0.0992, -0.1599, -0.206, -0.2371, -0.2175, -0.2465, -0.2992, -0.2552, -0.2912, -0.1571, -0.192, -0.1872, -0.2001, -0.1997, -0.2182, -0.1833, -0.1833, -0.275, -0.2563, -0.2172, -0.1596, -0.1704, -0.1533, -0.1655, -0.1896, -0.1962, -0.0775, -0.1358, -0.1243, -0.1159, -0.1184, -0.1006, -0.0517, -0.073, -0.0834, -0.0838, -0.0691, -0.1407, -0.126, -0.1679, -0.1477, -0.1587, -0.1587, -0.1327, -0.1348, -0.177, -0.1945, -0.1568, -0.1208, 0.0017, 0.0772, 0.089, 0.2158, 0.2469, 0.2734, 0.2891, 0.3397, 0.4633, 0.4001, 0.5485, 0.5485, 0.6041, 0.7528, 0.8582, 0.7448, 0.7675, 0.7235, 0.6316, 0.5751, 0.596, 0.5922, 0.5922, 0.5953, 0.5873, 0.4839, 0.5353, 0.5915, 0.6711, 0.7849, 0.8376, 1.0059, 1.0244, 0.9787, 0.9934, 1.0573, 1.0971, 0.8972, 0.8932, 0.8537, 0.8956, 0.8565, 0.8317, 0.794, 0.8355, 0.8083, 0.6659, 0.6281, 0.6034, 0.7374, 0.7476, 0.6934, 0.6788, 0.6816]}
{"unit_id": "reply:1892982829148938694", "ticker_idx": 1, "ts": "2025-02-21T17:00:51+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: short ASTS, long RKLB.", "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": "reply_other", "lang": "en", "tweet_text": "@Tim_X94 short $ASTS, long $RKLB - got it.", "reply_text": null, "parent_text": "$RKLB Since you want my thoughts:\n\nI think it is correct to say that SpaceX got its 350B valuation based on a combination of launch and Starlink. The foundations for that company were built in the 2014-2024 era when launch was not readily available and thus it was a key enabler", "quoted_text": null, "parent_author": "AlexfromBabylon", "ret_m1d": 0.07261150943607109, "ret_signed_m1d": 0.07261150943607109, "alpha_spy_m1d": 0.05520976019655044, "alpha_c_m1d": 0.05021459140956841, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.022396918026502677, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0450105944918362, "ret_signed_p1d": -0.0450105944918362, "alpha_spy_p1d": -0.0404601876249282, "alpha_c_p1d": -0.040486604103744495, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": -0.004523990388091703, "ret_p1w": -0.12993628726436957, "ret_signed_p1w": -0.12993628726436957, "alpha_spy_p1w": -0.12033536855300342, "alpha_c_p1w": -0.14098638374902517, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.011050096484655603, "ret_p1m": -0.14182591340944695, "ret_signed_p1m": -0.14182591340944695, "alpha_spy_p1m": -0.10160021322884827, "alpha_c_p1m": -0.140806115632244, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.0010197977772029576, "ret_p3m": 0.06878984678199096, "ret_signed_p3m": 0.06878984678199096, "alpha_spy_p3m": 0.09433669496686237, "alpha_c_p3m": 0.017513265931101696, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": 0.051276580850889264, "ret_p6m": 0.9095542538249428, "ret_signed_p6m": 0.9095542538249428, "alpha_spy_p6m": 0.8308753132527908, "alpha_c_p6m": 0.7826258148443808, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.12692843898056205, "ret_p1y": 2.0585987733682614, "ret_signed_p1y": 2.0585987733682614, "alpha_spy_p1y": 1.8914025969724506, "alpha_c_p1y": 1.7511246116857415, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.30747416168251984, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14182591340944695, "alpha_spy_stated": -0.10160021322884827, "alpha_c_stated": -0.140806115632244, "price_path": [0.0803, 0.09, 0.09, 0.1584, 0.0257, -0.0229, -0.0187, 0.0157, 0.048, -0.0132, -0.0297, -0.0085, -0.0412, 0.0369, 0.0998, 0.1197, -0.0268, -0.014, 0.0561, 0.0866, 0.1295, 0.1295, 0.2076, 0.1558, 0.1176, 0.0815, 0.0815, 0.0599, 0.2204, 0.2229, 0.1868, 0.1618, 0.1618, 0.1427, 0.0153, 0.0259, 0.0561, 0.0463, 0.0191, 0.0191, 0.3278, 0.2577, 0.3406, 0.2892, 0.2497, 0.2306, 0.2259, 0.2115, 0.2335, 0.2051, 0.2178, 0.2144, 0.1754, 0.1639, 0.2994, 0.1983, 0.1728, 0.2017, 0.1898, 0.1898, 0.1779, 0.1011, 0.0726, 0.0, -0.045, -0.1389, -0.0977, -0.158, -0.1299, -0.2076, -0.1934, -0.1338, -0.2076, -0.2017, -0.273, -0.2429, -0.2174, -0.2539, -0.2013, -0.189, -0.2365, -0.2025, -0.2132, -0.1958, -0.1418, -0.1393, -0.1745, -0.2178, -0.2093, -0.2408, -0.2293, -0.1788, -0.2403, -0.3049, -0.2561, -0.2705, -0.1257, -0.1665, -0.1665, -0.1877, -0.1053, -0.1518, -0.1618, -0.1618, -0.2081, -0.1915, -0.1384, -0.0709, -0.0497, -0.0374, -0.0488, -0.0747, -0.0607, -0.0238, -0.0454, -0.0501, -0.0535, -0.0191, -0.1291, -0.0972, -0.073, 0.0246, 0.0709, 0.0858, 0.0955, 0.104, 0.0688, 0.0964, 0.0794, 0.0794, 0.2212, 0.2285, 0.1614, 0.1376, 0.1295, 0.1346, 0.1427, 0.1231, 0.228, 0.2586, 0.1537, 0.1618, 0.121, 0.079, 0.1274, 0.1219, 0.1826, 0.1826, 0.2756, 0.3919, 0.4208, 0.3737, 0.5346, 0.5023, 0.5189, 0.4577, 0.5151, 0.5142, 0.5142, 0.651, 0.645, 0.662, 0.6603, 0.6573, 0.8348, 0.8938, 1.0251, 1.1796, 1.1822, 1.0038, 0.9907, 1.087, 1.0437, 1.014, 0.9155, 0.8594, 0.972, 0.9499, 0.9028, 0.8913, 0.9002, 0.8726, 0.8773, 0.8977, 0.9117, 0.8442, 0.8259, 0.8178, 0.8798, 0.9096]}
{"unit_id": "quote:1935841746199708110", "ticker_idx": 0, "ts": "2025-06-19T23:26:53+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Superior product over many years will drive adoption.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD: superior product drives ongoing user adoption; past GME drama irrelevant to new users.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Any one hesitating on Robinhood because of $gme should rethink again.  Superior product over many years will drive adoption. For many new to Robinhood, they dont even know about $gme drama.", "reply_text": null, "parent_text": null, "quoted_text": "EVERYTHING I OWN LIVES IN THE $HOOD ECOSYSTEM\n\nAfter watching Robinhood prove themselves over the past few years, they’ve earned my trust -- and I’ve officially moved the rest of my assets over. \n\nThe 1% transfer bonus was just the push -- and now, everything’s under one roof. https://t.co/MAwcbttkox", "parent_author": null, "ret_m1d": -0.0019108474634255135, "ret_signed_m1d": -0.0019108474634255135, "alpha_spy_m1d": -0.004265057960228136, "alpha_c_m1d": 0.0008690677705794903, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027388554469794935, "ret_signed_p1d": -0.027388554469794935, "alpha_spy_p1d": -0.037266145077459845, "alpha_c_p1d": -0.03998126558839843, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.05770699081906838, "ret_signed_p1w": 0.05770699081906838, "alpha_spy_p1w": 0.022992692347005184, "alpha_c_p1w": 0.022798233248594757, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.3291719278712182, "ret_signed_p1m": 0.3291719278712182, "alpha_spy_p1m": 0.27113525489785784, "alpha_c_p1m": 0.28529689198858343, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": 0.5113375718426552, "ret_signed_p3m": 0.5113375718426552, "alpha_spy_p3m": 0.4021297645574895, "alpha_c_p3m": 0.43378909043744374, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": 0.468280281990197, "ret_signed_p6m": 0.468280281990197, "alpha_spy_p6m": 0.31963438656777665, "alpha_c_p6m": 0.36899304098679075, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": 0.06713371519829825, "ret_signed_p1y": 0.06713371519829825, "alpha_spy_p1y": -0.18362661867570762, "alpha_c_p1y": 0.00934806530367105, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3291719278712182, "alpha_spy_stated": 0.27113525489785784, "alpha_c_stated": 0.28529689198858343, "price_path": [-0.3866, -0.4302, -0.4396, -0.466, -0.4698, -0.4629, -0.4563, -0.5126, -0.5604, -0.5489, -0.5647, -0.4623, -0.4839, -0.4436, -0.4377, -0.4385, -0.482, -0.4754, -0.4754, -0.4924, -0.4638, -0.4311, -0.3866, -0.3701, -0.3767, -0.3711, -0.3744, -0.4061, -0.381, -0.3879, -0.3797, -0.3632, -0.3112, -0.3038, -0.2684, -0.2029, -0.218, -0.227, -0.2132, -0.1813, -0.1731, -0.1865, -0.1749, -0.1953, -0.1953, -0.159, -0.1702, -0.1854, -0.1573, -0.134, -0.0864, -0.0794, -0.0763, -0.0461, -0.065, -0.0763, -0.0461, -0.0594, -0.0752, -0.0223, -0.0452, -0.0019, -0.0019, 0.0, -0.0274, 0.0447, 0.0541, 0.0767, 0.0577, 0.1927, 0.1762, 0.2482, 0.2025, 0.2025, 0.1906, 0.1627, 0.2043, 0.2573, 0.2527, 0.2734, 0.268, 0.3153, 0.3433, 0.398, 0.3292, 0.2975, 0.3004, 0.2985, 0.3357, 0.3601, 0.3162, 0.3516, 0.3127, 0.2726, 0.355, 0.3434, 0.3459, 0.4169, 0.4603, 0.4474, 0.4534, 0.3837, 0.4103, 0.4544, 0.4652, 0.3694, 0.3419, 0.3541, 0.3926, 0.375, 0.386, 0.3111, 0.3209, 0.3252, 0.3252, 0.2846, 0.2843, 0.311, 0.2898, 0.494, 0.5096, 0.4963, 0.5, 0.4654, 0.4628, 0.4953, 0.5113, 0.5403, 0.5896, 0.591, 0.6076, 0.6153, 0.5624, 0.5513, 0.7417, 0.8239, 0.7725, 0.8561, 0.8939, 0.8377, 0.8471, 0.9219, 0.9422, 0.7702, 0.7921, 0.7191, 0.7089, 0.6744, 0.6549, 0.7299, 0.6795, 0.6206, 0.7112, 0.7808, 0.8581, 0.8631, 0.8446, 0.7589, 0.8698, 0.8736, 0.7427, 0.815, 0.6189, 0.6606, 0.731, 0.6806, 0.694, 0.5482, 0.5605, 0.4773, 0.4561, 0.5052, 0.353, 0.3669, 0.4646, 0.4722, 0.6331, 0.6331, 0.6368, 0.5699, 0.6045, 0.7024, 0.7462, 0.6809, 0.738, 0.7288, 0.7282, 0.5717, 0.5223, 0.4683]}
{"unit_id": "orig:1936080206755705268", "ticker_idx": 0, "ts": "2025-06-20T15:14:26+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my favorite stock is $HOOD because it is like a well behaved child, always consistent and goes up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD as favorite holding: consistent and keeps going up with minimal attention needed.", "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": "Across my core holdings,  my favorite stock is $HOOD because it is like a well behaved child, always consistent and goes up. Don't need much attention.  \n\n$TSLA acts  like a ADHD child with autism. \n$RKLB is like a teenage girl with mood swings. \n$QQQ and $GPIX are the steady parents.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0019108474634255135, "ret_signed_m1d": -0.0019108474634255135, "alpha_spy_m1d": -0.004265057960228136, "alpha_c_m1d": 0.0008690677705794903, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027388554469794935, "ret_signed_p1d": -0.027388554469794935, "alpha_spy_p1d": -0.037266145077459845, "alpha_c_p1d": -0.03998126558839843, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.05770699081906838, "ret_signed_p1w": 0.05770699081906838, "alpha_spy_p1w": 0.022992692347005184, "alpha_c_p1w": 0.022798233248594757, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.3291719278712182, "ret_signed_p1m": 0.3291719278712182, "alpha_spy_p1m": 0.27113525489785784, "alpha_c_p1m": 0.28529689198858343, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": 0.5113375718426552, "ret_signed_p3m": 0.5113375718426552, "alpha_spy_p3m": 0.4021297645574895, "alpha_c_p3m": 0.43378909043744374, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": 0.468280281990197, "ret_signed_p6m": 0.468280281990197, "alpha_spy_p6m": 0.31963438656777665, "alpha_c_p6m": 0.36899304098679075, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": 0.06713371519829825, "ret_signed_p1y": 0.06713371519829825, "alpha_spy_p1y": -0.18362661867570762, "alpha_c_p1y": 0.00934806530367105, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3291719278712182, "alpha_spy_stated": 0.27113525489785784, "alpha_c_stated": 0.28529689198858343, "price_path": [-0.3866, -0.4302, -0.4396, -0.466, -0.4698, -0.4629, -0.4563, -0.5126, -0.5604, -0.5489, -0.5647, -0.4623, -0.4839, -0.4436, -0.4377, -0.4385, -0.482, -0.4754, -0.4754, -0.4924, -0.4638, -0.4311, -0.3866, -0.3701, -0.3767, -0.3711, -0.3744, -0.4061, -0.381, -0.3879, -0.3797, -0.3632, -0.3112, -0.3038, -0.2684, -0.2029, -0.218, -0.227, -0.2132, -0.1813, -0.1731, -0.1865, -0.1749, -0.1953, -0.1953, -0.159, -0.1702, -0.1854, -0.1573, -0.134, -0.0864, -0.0794, -0.0763, -0.0461, -0.065, -0.0763, -0.0461, -0.0594, -0.0752, -0.0223, -0.0452, -0.0019, -0.0019, 0.0, -0.0274, 0.0447, 0.0541, 0.0767, 0.0577, 0.1927, 0.1762, 0.2482, 0.2025, 0.2025, 0.1906, 0.1627, 0.2043, 0.2573, 0.2527, 0.2734, 0.268, 0.3153, 0.3433, 0.398, 0.3292, 0.2975, 0.3004, 0.2985, 0.3357, 0.3601, 0.3162, 0.3516, 0.3127, 0.2726, 0.355, 0.3434, 0.3459, 0.4169, 0.4603, 0.4474, 0.4534, 0.3837, 0.4103, 0.4544, 0.4652, 0.3694, 0.3419, 0.3541, 0.3926, 0.375, 0.386, 0.3111, 0.3209, 0.3252, 0.3252, 0.2846, 0.2843, 0.311, 0.2898, 0.494, 0.5096, 0.4963, 0.5, 0.4654, 0.4628, 0.4953, 0.5113, 0.5403, 0.5896, 0.591, 0.6076, 0.6153, 0.5624, 0.5513, 0.7417, 0.8239, 0.7725, 0.8561, 0.8939, 0.8377, 0.8471, 0.9219, 0.9422, 0.7702, 0.7921, 0.7191, 0.7089, 0.6744, 0.6549, 0.7299, 0.6795, 0.6206, 0.7112, 0.7808, 0.8581, 0.8631, 0.8446, 0.7589, 0.8698, 0.8736, 0.7427, 0.815, 0.6189, 0.6606, 0.731, 0.6806, 0.694, 0.5482, 0.5605, 0.4773, 0.4561, 0.5052, 0.353, 0.3669, 0.4646, 0.4722, 0.6331, 0.6331, 0.6368, 0.5699, 0.6045, 0.7024, 0.7462, 0.6809, 0.738, 0.7288, 0.7282, 0.5717, 0.5223, 0.4683]}
{"unit_id": "reply:1891326782847979941", "ticker_idx": 0, "ts": "2025-02-17T03:20:18+00:00", "symbol": "GRAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GRAB reminds me of this similar trend", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GRAB: sees same rapid profitability scaling trajectory as HOOD had when early.", "resolved_tickers": ["GRAB"], "resolution_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": "@Couch_Investor Like $HOOD, it was barely turning a profit then scaled quickly up as the revenue exceeded the operating expenses. $GRAB reminds me of this similar trend.", "reply_text": null, "parent_text": "When $GRAB wasn't that popular... \n\nBeing early and noticing things before the hype kicks in is fun. \n\n$HOOD at $8 was also getting 2 people interested. Look at it now. \n\nChilling on the couch doing my thing. https://t.co/IQiTj6FILV", "quoted_text": null, "parent_author": "Couch_Investor", "ret_m1d": -0.07547171339100844, "ret_signed_m1d": -0.07547171339100844, "alpha_spy_m1d": -0.07254451121273875, "alpha_c_m1d": -0.07254451121273875, "bench_spy_m1d": -0.0029272021782696944, "bench_c_m1d": -0.0029272021782696944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007547162342173674, "ret_signed_p1d": 0.007547162342173674, "alpha_spy_p1d": 0.005192141743230794, "alpha_c_p1d": 0.005192141743230794, "bench_spy_p1d": 0.0023550205989428807, "bench_c_p1d": 0.0023550205989428807, "ret_p1w": -0.13962268326875638, "ret_signed_p1w": -0.13962268326875638, "alpha_spy_p1w": -0.11141299435441909, "alpha_c_p1w": -0.11141299435441909, "bench_spy_p1w": -0.028209688914337283, "bench_c_p1w": -0.028209688914337283, "ret_p1m": -0.11132077950096919, "ret_signed_p1m": -0.11132077950096919, "alpha_spy_p1m": -0.038776865884550094, "alpha_c_p1m": -0.038776865884550094, "bench_spy_p1m": -0.0725439136164191, "bench_c_p1m": -0.0725439136164191, "ret_p3m": -0.039622647281047585, "ret_signed_p3m": -0.039622647281047585, "alpha_spy_p3m": -0.01427061753897596, "alpha_c_p3m": -0.01427061753897596, "bench_spy_p3m": -0.025352029742071625, "bench_c_p3m": -0.025352029742071625, "ret_p6m": -0.033962320509053345, "ret_signed_p6m": -0.033962320509053345, "alpha_spy_p6m": -0.09488290747232853, "alpha_c_p6m": -0.09488290747232853, "bench_spy_p6m": 0.06092058696327518, "bench_c_p6m": 0.06092058696327518, "ret_p1y": -0.21698114226067233, "ret_signed_p1y": -0.21698114226067233, "alpha_spy_p1y": -0.33814008406992746, "alpha_c_p1y": -0.33814008406992746, "bench_spy_p1y": 0.12115894180925513, "bench_c_p1y": 0.12115894180925513, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11132077950096919, "alpha_spy_stated": -0.038776865884550094, "alpha_c_stated": -0.038776865884550094, "price_path": [0.0698, -0.0434, -0.0302, -0.0283, -0.0226, -0.0226, -0.0566, -0.0226, -0.0019, 0.0019, -0.0113, -0.0302, 0.0057, 0.0245, 0.0189, -0.0226, -0.0321, -0.0321, -0.0302, -0.0736, -0.0717, -0.0755, -0.0792, -0.0679, -0.0679, -0.0642, -0.0925, -0.1019, -0.1094, -0.1094, -0.1057, -0.0925, -0.0811, -0.1057, -0.1264, -0.1264, -0.1528, -0.1509, -0.1774, -0.1585, -0.1604, -0.1509, -0.1509, -0.1302, -0.1208, -0.1245, -0.1377, -0.1623, -0.1396, -0.0981, -0.1245, -0.1358, -0.1434, -0.0358, -0.1396, -0.1189, -0.0962, -0.0981, -0.0981, -0.0566, -0.0642, -0.0755, -0.0755, 0.0, 0.0075, -0.0972, -0.0755, -0.0906, -0.1396, -0.0811, -0.0887, -0.0849, -0.1075, -0.1151, -0.0887, -0.1321, -0.134, -0.2226, -0.1868, -0.2038, -0.1962, -0.1698, -0.1604, -0.1321, -0.1113, -0.1358, -0.1245, -0.1283, -0.1434, -0.0981, -0.0943, -0.1377, -0.1453, -0.1415, -0.1302, -0.1962, -0.2962, -0.3434, -0.2962, -0.1962, -0.2509, -0.2358, -0.2491, -0.234, -0.2377, -0.2245, -0.2245, -0.2321, -0.2, -0.1736, -0.117, -0.0981, -0.1019, -0.0962, -0.0792, -0.1, -0.0774, -0.083, -0.0868, -0.0868, -0.0698, -0.0755, -0.0585, -0.0509, -0.0094, -0.0453, -0.0396, -0.0415, -0.0679, -0.0925, -0.0642, -0.066, -0.066, -0.0623, -0.0623, -0.0774, -0.0811, -0.0849, -0.0585, -0.0528, -0.0453, -0.0245, -0.0604, -0.117, -0.1075, -0.1264, -0.1377, -0.1113, -0.0943, -0.1208, -0.1208, -0.1528, -0.1396, -0.1057, -0.134, -0.1189, -0.0717, -0.0509, -0.0698, -0.0755, -0.0811, -0.0811, -0.0623, -0.0943, -0.0585, -0.0717, -0.0566, -0.0547, -0.0491, -0.0321, -0.0094, 0.0075, 0.0094, 0.0321, 0.0132, 0.0075, 0.0113, -0.0038, 0.0019, -0.0019, -0.0774, -0.0943, -0.0642, -0.0623, -0.1, -0.066, -0.0792, -0.0906, -0.0585, -0.034]}
{"unit_id": "orig:1937163944977735713", "ticker_idx": 0, "ts": "2025-06-23T15:00:49+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought $HIMS today... today's price is an over-reaction", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS on dip; Novo partnership breakup doesn't materially change sales, Novo can't price-compete, so selloff is an overreaction.", "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": "I bought $HIMS today. I'm learning about it, this is my take...\n\n1. Novo had a partnership to sell HIMS branded on Novo's store.\n\n2. HIMS said, well we're going sell our compound shit anyways because we want direct relationship with our customers and it's cheaper for customers.\n\n3.  Novo said, no you sell buy that shit ( uhhhh because it's not safe ), and customer should buy our very safe & expensive product.\n\n4. both said, it's not working out.\n\nHowever, HIMS is selling it GLP-1 under Personalized Compounding for Individual Patients (Section 503A FDA)\n\nThe breakup today does not tangible change sales, and Novo unlikely will price compete, or have the user base to compete with HIMS. In other words, today's price is an over-reaction.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.529776129608839, "ret_signed_m1d": 0.529776129608839, "alpha_spy_m1d": 0.5395571077189892, "alpha_c_m1d": 0.5395571077189892, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.009780978110150218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": 0.023106270397340145, "alpha_spy_p1d": 0.012059084357832761, "alpha_c_p1d": 0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": 0.18747020051695595, "alpha_spy_p1w": 0.15797765334443814, "alpha_c_p1w": 0.15797765334443814, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.029492547172517813, "ret_p1m": 0.1912815356564701, "ret_signed_p1m": 0.1912815356564701, "alpha_spy_p1m": 0.14344347207234898, "alpha_c_p1m": 0.14344347207234898, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.04783806358412113, "ret_p3m": 0.33873276264322727, "ret_signed_p3m": 0.33873276264322727, "alpha_spy_p3m": 0.23524201226438812, "alpha_c_p3m": 0.23524201226438812, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.10349075037883915, "ret_p6m": -0.12196281533384734, "ret_signed_p6m": -0.12196281533384734, "alpha_spy_p6m": -0.25626609917634935, "alpha_c_p6m": -0.25626609917634935, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.134303283842502, "ret_p1y": -0.33825628895741455, "ret_signed_p1y": -0.33825628895741455, "alpha_spy_p1y": -0.5572568936812112, "alpha_c_p1y": -0.5572568936812112, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.21900060472379668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1912815356564701, "alpha_spy_stated": 0.14344347207234898, "alpha_c_stated": 0.14344347207234898, "price_path": [-0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122]}
{"unit_id": "reply:1927702991169069504", "ticker_idx": 0, "ts": "2025-05-28T12:26:22+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this could be $100", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB with a $100 price target implied as upside from current 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": "reply_other", "lang": "en", "tweet_text": "@cw30720668 @HumanPerson411 Exactly, we pay for risk. You should be happy to pay after the risk have lowered because this could be $100", "reply_text": null, "parent_text": "@HumanPerson411 Many companies went insolvent- that’s why you or the world didn’t bet on $RKLB when it was at $3 \n(You could have lost your $87 !)\n\n$TSLA was 2 weeks b4 insolvent in 2018…", "quoted_text": null, "parent_author": "cw30720668", "ret_m1d": -0.0058762555997461385, "ret_signed_m1d": -0.0058762555997461385, "alpha_spy_m1d": -0.011695267644056373, "alpha_c_m1d": -0.010855094609892313, "bench_spy_m1d": 0.0058190120443102344, "bench_c_m1d": 0.004978839010146174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05461458372067085, "ret_signed_p1d": -0.05461458372067085, "alpha_spy_p1d": -0.05856192027157725, "alpha_c_p1d": -0.05552603370235265, "bench_spy_p1d": 0.0039473365509063996, "bench_c_p1d": 0.0009114499816818, "ret_p1w": -0.06982372749585763, "ret_signed_p1w": -0.06982372749585763, "alpha_spy_p1w": -0.08377562397186755, "alpha_c_p1w": -0.07837900752429705, "bench_spy_p1w": 0.013951896476009917, "bench_c_p1w": 0.008555280028439416, "ret_p1m": 0.24922222635382196, "ret_signed_p1m": 0.24922222635382196, "alpha_spy_p1m": 0.2050713044170016, "alpha_c_p1m": 0.2269057257825351, "bench_spy_p1m": 0.04415092193682035, "bench_c_p1m": 0.022316500571286868, "ret_p3m": 0.6322157180293957, "ret_signed_p3m": 0.6322157180293957, "alpha_spy_p3m": 0.5358462819541747, "alpha_c_p3m": 0.5657963010138509, "bench_spy_p3m": 0.09636943607522097, "bench_c_p3m": 0.06641941701554477, "ret_p6m": 0.36467331924545743, "ret_signed_p6m": 0.36467331924545743, "alpha_spy_p6m": 0.24804918028674217, "alpha_c_p6m": 0.3205461597971542, "bench_spy_p6m": 0.11662413895871526, "bench_c_p6m": 0.044127159448303255, "ret_p1y": 3.31282389653982, "ret_signed_p1y": 3.31282389653982, "alpha_spy_p1y": 3.0407372727062603, "alpha_c_p1y": 3.094661755415097, "bench_spy_p1y": 0.2720866238335595, "bench_c_p1y": 0.2181621411247232, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24922222635382196, "alpha_spy_stated": 0.2050713044170016, "alpha_c_stated": 0.2269057257825351, "price_path": [-0.2917, -0.355, -0.3434, -0.2948, -0.355, -0.3502, -0.4082, -0.3837, -0.3629, -0.3927, -0.3498, -0.3398, -0.3785, -0.3508, -0.3595, -0.3453, -0.3014, -0.2993, -0.328, -0.3633, -0.3564, -0.382, -0.3726, -0.3315, -0.3816, -0.4342, -0.3944, -0.4062, -0.2883, -0.3215, -0.3215, -0.3387, -0.2717, -0.3095, -0.3177, -0.3177, -0.3553, -0.3419, -0.2987, -0.2437, -0.2264, -0.2164, -0.2257, -0.2468, -0.2354, -0.2053, -0.223, -0.2268, -0.2295, -0.2015, -0.291, -0.2651, -0.2454, -0.1659, -0.1282, -0.1161, -0.1082, -0.1013, -0.13, -0.1075, -0.1213, -0.1213, -0.0059, 0.0, -0.0546, -0.074, -0.0805, -0.0764, -0.0698, -0.0857, -0.0003, 0.0245, -0.0608, -0.0543, -0.0875, -0.1217, -0.0823, -0.0868, -0.0373, -0.0373, 0.0384, 0.1331, 0.1566, 0.1182, 0.2492, 0.223, 0.2364, 0.1867, 0.2333, 0.2326, 0.2326, 0.3439, 0.3391, 0.3529, 0.3515, 0.3491, 0.4936, 0.5417, 0.6485, 0.7743, 0.7764, 0.6312, 0.6205, 0.6989, 0.6637, 0.6395, 0.5593, 0.5137, 0.6053, 0.5873, 0.5489, 0.5396, 0.5468, 0.5244, 0.5282, 0.5448, 0.5562, 0.5012, 0.4863, 0.4798, 0.5302, 0.5544, 0.4144, 0.4065, 0.4355, 0.534, 0.6322, 0.6637, 0.5987, 0.6561, 0.6799, 0.6799, 0.7045, 0.5047, 0.486, 0.5845, 0.6498, 0.6256, 0.5959, 0.674, 0.8438, 0.868, 0.6331, 0.6619, 0.6308, 0.6519, 0.7217, 0.8289, 0.683, 0.6118, 0.599, 0.625, 0.6561, 0.6581, 0.8137, 0.9412, 1.0221, 1.1262, 1.2575, 1.2959, 1.2212, 1.2613, 1.3515, 1.3944, 1.3159, 1.2907, 1.328, 1.2606, 1.0935, 1.1974, 1.2316, 1.2682, 1.2036, 1.2869, 1.1058, 1.177, 1.1203, 0.9554, 0.9502, 0.7148, 0.785, 0.794, 0.7712, 0.7273, 0.5641, 0.5741, 0.4971, 0.4787, 0.5078, 0.3647]}
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{"unit_id": "reply:1939012437124043105", "ticker_idx": 0, "ts": "2025-06-28T17:26:04+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Q3 and Q4 car sales are going to be huge!!!", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish TSLA; disagrees with short-term negative thesis, expecting huge Q3/Q4 car sales.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@vol888 Q3 and Q4 car sales are going to be huge!!!", "reply_text": null, "parent_text": "$TSLA Short-term negative https://t.co/dYFwh0ioYT", "quoted_text": null, "parent_author": "Vol888", "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.0235521108313419, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035360757182515, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.0792514754757635, "alpha_c_p1w": -0.07959436010237286, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004923325199490458, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.01703439694704567, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482294403452533, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869197692021575, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.038384244252195776, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.06893518499191731, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.33284017429777446, "alpha_spy_stated": 0.26482294403452533, "alpha_c_stated": 0.24400458648641132, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "quote:1937192363610247168", "ticker_idx": 0, "ts": "2025-06-23T16:53:45+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "B2C, Direct to Consumer will always win as you can leverage the existing customer base for growth, and expand your offering", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HIMS: DTC model wins long-term as Novo Nordisk tries to strangle it via pricing/restrictions; existing customer base drives expansion.", "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": "Game theory, and incentive drive a lot behaviors esp in business. \n\nI predicted Novo will try to strangle $HIMS through its partnership by jacking up the price for the consumers, and put various restrictions on how to distribute it. Even if Novo makes a generic drug for HIMS, Novo will keep the price high and margin low for HIMS. Time and time again, B2C, Direct to Consumer will always win as you can leverage the existing customer base for growth, and expand your offering. Just like amazon sold its books directly to customers, then expanded to DVD, and everything else.", "reply_text": null, "parent_text": null, "quoted_text": "We are disappointed to see Novo Nordisk management misleading the public. \n\nIn recent weeks, Novo Nordisk’s commercial team increasingly pressured us to control clinical standards and steer patients to Wegovy regardless of whether it was clinically best for patients. We refuse to", "parent_author": null, "ret_m1d": 0.529776129608839, "ret_signed_m1d": 0.529776129608839, "alpha_spy_m1d": 0.5395571077189892, "alpha_c_m1d": 0.5395571077189892, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.009780978110150218, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023106270397340145, "ret_signed_p1d": 0.023106270397340145, "alpha_spy_p1d": 0.012059084357832761, "alpha_c_p1d": 0.012059084357832761, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.011047186039507384, "ret_p1w": 0.18747020051695595, "ret_signed_p1w": 0.18747020051695595, "alpha_spy_p1w": 0.15797765334443814, "alpha_c_p1w": 0.15797765334443814, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.029492547172517813, "ret_p1m": 0.1912815356564701, "ret_signed_p1m": 0.1912815356564701, "alpha_spy_p1m": 0.14344347207234898, "alpha_c_p1m": 0.14344347207234898, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.04783806358412113, "ret_p3m": 0.33873276264322727, "ret_signed_p3m": 0.33873276264322727, "alpha_spy_p3m": 0.23524201226438812, "alpha_c_p3m": 0.23524201226438812, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.10349075037883915, "ret_p6m": -0.12196281533384734, "ret_signed_p6m": -0.12196281533384734, "alpha_spy_p6m": -0.25626609917634935, "alpha_c_p6m": -0.25626609917634935, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.134303283842502, "ret_p1y": -0.33825628895741455, "ret_signed_p1y": -0.33825628895741455, "alpha_spy_p1y": -0.5572568936812112, "alpha_c_p1y": -0.5572568936812112, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.21900060472379668, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1912815356564701, "alpha_spy_stated": 0.14344347207234898, "alpha_c_stated": 0.14344347207234898, "price_path": [-0.2053, -0.2396, -0.3059, -0.2961, -0.2604, -0.2563, -0.3333, -0.3809, -0.3385, -0.3783, -0.2975, -0.3614, -0.3514, -0.3256, -0.2982, -0.358, -0.3514, -0.3514, -0.3845, -0.3961, -0.3637, -0.3297, -0.3309, -0.3216, -0.1653, -0.2115, -0.1386, -0.0276, -0.0024, 0.1784, 0.247, 0.2244, 0.2377, 0.3152, 0.5245, 0.4559, 0.3954, 0.54, 0.485, 0.4581, 0.3816, 0.2749, 0.3061, 0.3061, 0.2711, 0.2706, 0.2482, 0.3473, 0.3523, 0.3037, 0.277, 0.257, 0.3418, 0.3545, 0.3161, 0.3711, 0.3614, 0.3216, 0.424, 0.4111, 0.4547, 0.4547, 0.5298, 0.0, 0.0231, -0.0136, 0.1024, 0.177, 0.1875, 0.1424, 0.1305, 0.1429, 0.1429, 0.1534, 0.1663, 0.2206, 0.1975, 0.1408, 0.2394, 0.202, 0.2351, 0.1908, 0.2001, 0.1339, 0.1913, 0.3821, 0.3654, 0.3733, 0.3978, 0.4357, 0.561, 0.5765, 0.49, 0.5091, 0.3225, 0.218, 0.2161, 0.2373, 0.1906, 0.1424, 0.1513, 0.1227, 0.0962, 0.0743, 0.0048, 0.0333, 0.0472, 0.0617, 0.0241, 0.0803, 0.0484, 0.051, 0.0088, 0.0088, -0.0107, 0.0591, 0.146, 0.1532, 0.1825, 0.1384, 0.1382, 0.233, 0.3221, 0.2854, 0.2122, 0.1994, 0.3387, 0.3773, 0.3745, 0.334, 0.2685, 0.3071, 0.3911, 0.4083, 0.3511, 0.3414, 0.3785, 0.2515, 0.3044, 0.3809, 0.3857, 0.3876, 0.2851, 0.3037, 0.2868, 0.495, 0.409, 0.1858, 0.2234, 0.1758, 0.1305, 0.1551, 0.162, 0.1489, 0.1224, 0.1108, 0.0495, 0.0829, 0.0574, 0.0193, 0.0417, -0.011, -0.0226, -0.0222, -0.0531, -0.0705, -0.1413, -0.1191, -0.1525, -0.1363, -0.1465, -0.1991, -0.1732, -0.1, -0.1165, -0.0853, -0.0853, -0.0529, -0.1065, -0.1351, -0.117, -0.0467, -0.0662, -0.0681, -0.0515, -0.0977, -0.1003, -0.1136, -0.1365, -0.122]}
{"unit_id": "reply:1892762185535017021", "ticker_idx": 0, "ts": "2025-02-21T02:24:05+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The risk/reward is you're paying 5 P/S, and 38% YoY, that's just incredible price in term of lowering your risk for 38% YoY", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SOFI on 38% YoY growth at 5x P/S; both SOFI and HOOD win vs legacy; PYPL handicapped by legacy systems.", "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": "reply_other", "lang": "en", "tweet_text": "The financial revolution hinges on boomer leaving traditional financial platform, and young people (genz and younger) favor platform on apps like $HOOD and $SOFI.  The only peer for $SOFI is $HOOD and i think both can win against the traditional companies.  SOFI seems to excel at loans, which I do dread going to bank for. Just give me an app! \n\nYou could say $PYPL and $XYZ are direct competitors. $PYPL could of been a $SOFI, an innovative app that does lending, trade stock, crypto, retirement, cash/debit/banking.  $PYPL has too many legacy systems and cannot build as fast as younger companies like SOFI. $XYZ has an absent CEO, enough said.  \n\nThe risk/reward is you're paying 5 P/S, and 38% YoY, that's just incredible price in term of lowering your risk for 38% YoY.", "reply_text": null, "parent_text": "@DeepValueBagger @vizualstocks i get your argument around Grab, my broader question is what uniquely about sofi mitigates their risk and makes them an opportunity\n\ni understand revenue growth you think is more stable and they are in the US, but why would $sofi actually capitalize on 2025 and outperform", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": 0.0606680530807191, "ret_signed_m1d": 0.0606680530807191, "alpha_spy_m1d": 0.04326630384119845, "alpha_c_m1d": 0.04805715549220957, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021131589502691672, "ret_signed_p1d": -0.021131589502691672, "alpha_spy_p1d": -0.016581182635783676, "alpha_c_p1d": -0.025466597560108828, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.013633252094410464, "ret_signed_p1w": -0.013633252094410464, "alpha_spy_p1w": -0.0040323333830443175, "alpha_c_p1w": -0.04181065072212431, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.06475799620480527, "ret_signed_p1m": -0.06475799620480527, "alpha_spy_p1m": -0.02453229602420659, "alpha_c_p1m": -0.056524771049366596, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.12747102084756745, "ret_signed_p3m": -0.12747102084756745, "alpha_spy_p3m": -0.10192417266269604, "alpha_c_p3m": -0.12200636774468732, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 0.651670035189087, "ret_signed_p6m": 0.651670035189087, "alpha_spy_p6m": 0.572991094616935, "alpha_c_p6m": 0.6098715541792312, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.44376279448026046, "ret_signed_p1y": 0.44376279448026046, "alpha_spy_p1y": 0.2765666180844497, "alpha_c_p1y": 0.37390406891205363, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06475799620480527, "alpha_spy_stated": -0.02453229602420659, "alpha_c_stated": -0.056524771049366596, "price_path": [0.0559, 0.0988, 0.0988, 0.1186, 0.0845, 0.0825, 0.1125, 0.0668, 0.092, 0.0613, 0.0423, 0.0866, 0.0838, 0.1077, 0.1506, 0.1357, 0.0389, 0.0245, 0.0464, 0.0654, 0.092, 0.092, 0.1316, 0.0893, 0.0654, 0.0498, 0.0498, -0.0368, 0.0116, 0.0423, 0.0164, -0.0082, -0.0082, -0.0354, -0.0409, -0.0116, 0.0573, 0.1111, 0.1247, 0.1247, 0.2202, 0.199, 0.229, 0.2215, 0.0961, 0.1022, 0.09, 0.1207, 0.0757, 0.0498, 0.0423, 0.0559, 0.0089, 0.0164, 0.0314, 0.0109, 0.0068, 0.0354, 0.105, 0.105, 0.1472, 0.1029, 0.0607, 0.0, -0.0211, -0.0511, -0.0136, -0.0409, -0.0136, -0.075, -0.1077, -0.0845, -0.1513, -0.1418, -0.2379, -0.2324, -0.1875, -0.2236, -0.1759, -0.1602, -0.1854, -0.1322, -0.1384, -0.1227, -0.0648, -0.077, -0.1091, -0.1684, -0.1922, -0.2072, -0.1881, -0.1609, -0.2747, -0.3476, -0.3279, -0.3524, -0.2236, -0.2829, -0.2699, -0.2624, -0.2543, -0.2733, -0.2515, -0.2515, -0.2713, -0.2318, -0.1997, -0.1609, -0.122, -0.1002, -0.0954, -0.1472, -0.1472, -0.1343, -0.1234, -0.1322, -0.1132, -0.0961, -0.1016, -0.0429, -0.0259, -0.0436, -0.075, -0.0511, -0.0641, -0.0954, -0.1275, -0.1009, -0.1077, -0.1077, -0.0873, -0.092, -0.1022, -0.0934, -0.0682, -0.0688, -0.0825, -0.0682, -0.0293, -0.0389, -0.0191, 0.0266, 0.0157, -0.0395, 0.0157, -0.0164, 0.047, 0.047, 0.0361, 0.047, 0.0804, 0.0961, 0.1431, 0.1711, 0.2413, 0.2025, 0.2352, 0.2658, 0.2658, 0.3115, 0.3599, 0.3783, 0.4294, 0.4451, 0.454, 0.4288, 0.4581, 0.5058, 0.4867, 0.4424, 0.4301, 0.4697, 0.4663, 0.4451, 0.4329, 0.5269, 0.4908, 0.5392, 0.4472, 0.4867, 0.4683, 0.4628, 0.5051, 0.5065, 0.5283, 0.6121, 0.623, 0.5876, 0.6203, 0.6517]}
{"unit_id": "reply:1892762185535017021", "ticker_idx": 1, "ts": "2025-02-21T02:24:05+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i think both can win against the traditional companies", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SOFI on 38% YoY growth at 5x P/S; both SOFI and HOOD win vs legacy; PYPL handicapped by legacy systems.", "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": "reply_other", "lang": "en", "tweet_text": "The financial revolution hinges on boomer leaving traditional financial platform, and young people (genz and younger) favor platform on apps like $HOOD and $SOFI.  The only peer for $SOFI is $HOOD and i think both can win against the traditional companies.  SOFI seems to excel at loans, which I do dread going to bank for. Just give me an app! \n\nYou could say $PYPL and $XYZ are direct competitors. $PYPL could of been a $SOFI, an innovative app that does lending, trade stock, crypto, retirement, cash/debit/banking.  $PYPL has too many legacy systems and cannot build as fast as younger companies like SOFI. $XYZ has an absent CEO, enough said.  \n\nThe risk/reward is you're paying 5 P/S, and 38% YoY, that's just incredible price in term of lowering your risk for 38% YoY.", "reply_text": null, "parent_text": "@DeepValueBagger @vizualstocks i get your argument around Grab, my broader question is what uniquely about sofi mitigates their risk and makes them an opportunity\n\ni understand revenue growth you think is more stable and they are in the US, but why would $sofi actually capitalize on 2025 and outperform", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": 0.08643416726856579, "ret_signed_m1d": 0.08643416726856579, "alpha_spy_m1d": 0.06903241802904514, "alpha_c_m1d": 0.07382326968005626, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03236430655676992, "ret_signed_p1d": -0.03236430655676992, "alpha_spy_p1d": -0.02781389968986192, "alpha_c_p1d": -0.03669931461418707, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.029069768301491217, "ret_signed_p1w": -0.029069768301491217, "alpha_spy_p1w": -0.01946884959012507, "alpha_c_p1w": -0.05724716692920506, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.0627906581314045, "ret_signed_p1m": -0.0627906581314045, "alpha_spy_p1m": -0.02256495795080582, "alpha_c_p1m": -0.054557432975965825, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": 0.2375969476506714, "ret_signed_p3m": 0.2375969476506714, "alpha_spy_p3m": 0.2631437958355428, "alpha_c_p3m": 0.24306160075355154, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": 1.2290697683014913, "ret_signed_p6m": 1.2290697683014913, "alpha_spy_p6m": 1.1503908277293393, "alpha_c_p6m": 1.1872712872916356, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": 0.658914748167134, "ret_signed_p1y": 0.658914748167134, "alpha_spy_p1y": 0.4917185717713233, "alpha_c_p1y": 0.5890560225989272, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0627906581314045, "alpha_spy_stated": -0.02256495795080582, "alpha_c_stated": -0.054557432975965825, "price_path": [-0.2942, -0.2703, -0.2703, -0.2725, -0.2709, -0.2512, -0.2248, -0.2457, -0.1924, -0.2337, -0.276, -0.2667, -0.2378, -0.2209, -0.1628, -0.1932, -0.2814, -0.2841, -0.2572, -0.2733, -0.2329, -0.2329, -0.2174, -0.2438, -0.2581, -0.2779, -0.2779, -0.2357, -0.1986, -0.1723, -0.214, -0.2091, -0.2091, -0.2233, -0.2328, -0.1907, -0.1171, -0.107, -0.0669, -0.0669, -0.031, -0.0279, -0.024, -0.0093, -0.0748, -0.0426, -0.0087, 0.0271, 0.0068, 0.0058, 0.019, 0.0504, 0.0304, 0.0826, 0.0905, 0.0337, 0.0835, 0.2364, 0.2651, 0.2651, 0.1713, 0.1479, 0.0864, 0.0, -0.0324, -0.1101, -0.0533, -0.0547, -0.0291, -0.0913, -0.1043, -0.0674, -0.131, -0.1391, -0.3095, -0.2953, -0.2457, -0.3019, -0.2395, -0.1857, -0.2229, -0.1705, -0.1539, -0.1403, -0.0628, -0.0669, -0.1331, -0.1475, -0.1876, -0.1934, -0.1829, -0.1729, -0.2585, -0.3312, -0.3138, -0.3378, -0.182, -0.2149, -0.1535, -0.1446, -0.1457, -0.212, -0.2019, -0.2019, -0.2277, -0.1843, -0.1345, -0.0669, -0.0417, -0.0517, -0.0432, -0.0483, -0.0965, -0.0583, -0.0688, -0.0564, -0.0312, 0.0479, 0.0591, 0.113, 0.2126, 0.1897, 0.176, 0.1969, 0.2455, 0.2579, 0.2376, 0.2552, 0.2242, 0.2242, 0.2795, 0.2624, 0.2393, 0.282, 0.3174, 0.3899, 0.4006, 0.4052, 0.4512, 0.4225, 0.4052, 0.4512, 0.431, 0.407, 0.4874, 0.4525, 0.5184, 0.5184, 0.5213, 0.4797, 0.5893, 0.6037, 0.638, 0.6091, 0.8145, 0.7893, 0.8988, 0.8295, 0.8295, 0.8112, 0.7688, 0.8322, 0.9128, 0.9058, 0.9372, 0.9291, 1.001, 1.0436, 1.1267, 1.0221, 0.9738, 0.9783, 0.9754, 1.032, 1.0692, 1.0023, 1.0562, 0.9971, 0.936, 1.0614, 1.0438, 1.0475, 1.1556, 1.2215, 1.2019, 1.211, 1.105, 1.1455, 1.2126, 1.2291]}
{"unit_id": "reply:1892762185535017021", "ticker_idx": 2, "ts": "2025-02-21T02:24:05+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PYPL has too many legacy systems and cannot build as fast as younger companies like SOFI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SOFI on 38% YoY growth at 5x P/S; both SOFI and HOOD win vs legacy; PYPL handicapped by legacy systems.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The financial revolution hinges on boomer leaving traditional financial platform, and young people (genz and younger) favor platform on apps like $HOOD and $SOFI.  The only peer for $SOFI is $HOOD and i think both can win against the traditional companies.  SOFI seems to excel at loans, which I do dread going to bank for. Just give me an app! \n\nYou could say $PYPL and $XYZ are direct competitors. $PYPL could of been a $SOFI, an innovative app that does lending, trade stock, crypto, retirement, cash/debit/banking.  $PYPL has too many legacy systems and cannot build as fast as younger companies like SOFI. $XYZ has an absent CEO, enough said.  \n\nThe risk/reward is you're paying 5 P/S, and 38% YoY, that's just incredible price in term of lowering your risk for 38% YoY.", "reply_text": null, "parent_text": "@DeepValueBagger @vizualstocks i get your argument around Grab, my broader question is what uniquely about sofi mitigates their risk and makes them an opportunity\n\ni understand revenue growth you think is more stable and they are in the US, but why would $sofi actually capitalize on 2025 and outperform", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": 0.03575718173565012, "ret_signed_m1d": -0.03575718173565012, "alpha_spy_m1d": -0.018355432496129476, "alpha_c_m1d": -0.023146284147140594, "bench_spy_m1d": 0.017401749239520647, "bench_c_m1d": 0.012610897588509529, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0040026703635034355, "ret_signed_p1d": -0.0040026703635034355, "alpha_spy_p1d": -0.008553077230411432, "alpha_c_p1d": 0.00033233769391372014, "bench_spy_p1d": -0.004550406866907997, "bench_c_p1d": 0.004335008057417156, "ret_p1w": -0.05203471472554333, "ret_signed_p1w": 0.05203471472554333, "alpha_spy_p1w": 0.04243379601417718, "alpha_c_p1w": 0.08021211335325718, "bench_spy_p1w": -0.009600918711366146, "bench_c_p1w": 0.028177398627713846, "ret_p1m": -0.053102120869063296, "ret_signed_p1m": 0.053102120869063296, "alpha_spy_p1m": 0.012876420688464618, "alpha_c_p1m": 0.044868895713624624, "bench_spy_p1m": -0.04022570018059868, "bench_c_p1m": -0.008233225155438673, "ret_p3m": -0.04402937399853668, "ret_signed_p3m": 0.04402937399853668, "alpha_spy_p3m": 0.018482525813665274, "alpha_c_p3m": 0.038564720895656546, "bench_spy_p3m": -0.025546848184871407, "bench_c_p3m": -0.005464653102880135, "ret_p6m": -0.07231491807893997, "ret_signed_p6m": 0.07231491807893997, "alpha_spy_p6m": 0.15099385865109194, "alpha_c_p6m": 0.1141133990887957, "bench_spy_p6m": 0.07867894057215197, "bench_c_p6m": 0.041798481009855726, "ret_p1y": -0.4451512285335445, "ret_signed_p1y": 0.4451512285335445, "alpha_spy_p1y": 0.6123474049293552, "alpha_c_p1y": 0.5150099541017513, "bench_spy_p1y": 0.16719617639581075, "bench_c_p1y": 0.06985872556820683, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.053102120869063296, "alpha_spy_stated": 0.012876420688464618, "alpha_c_stated": 0.044868895713624624, "price_path": [0.16, 0.155, 0.155, 0.1577, 0.1545, 0.136, 0.1919, 0.1881, 0.1992, 0.2008, 0.1843, 0.2108, 0.1928, 0.2144, 0.2181, 0.2123, 0.1401, 0.1578, 0.1625, 0.1594, 0.1775, 0.1775, 0.176, 0.1589, 0.1398, 0.1388, 0.1388, 0.1498, 0.1688, 0.1945, 0.1737, 0.1733, 0.1733, 0.1122, 0.1206, 0.1632, 0.196, 0.1864, 0.2249, 0.2249, 0.1977, 0.1988, 0.1972, 0.1889, 0.204, 0.1767, 0.1843, 0.1951, 0.1819, 0.1943, 0.037, 0.0567, 0.0483, 0.0315, 0.0439, 0.0168, 0.0176, 0.0219, 0.0403, 0.0403, 0.049, 0.0455, 0.0358, 0.0, 0.004, -0.0117, -0.0387, -0.0563, -0.052, -0.0694, -0.0997, -0.0727, -0.0917, -0.0596, -0.0906, -0.093, -0.0845, -0.1073, -0.0801, -0.0707, -0.081, -0.066, -0.0704, -0.0635, -0.0531, -0.0546, -0.0664, -0.0813, -0.1308, -0.1294, -0.1181, -0.1041, -0.1767, -0.2212, -0.2191, -0.234, -0.1468, -0.192, -0.1649, -0.1692, -0.1728, -0.1963, -0.1861, -0.1861, -0.1957, -0.1805, -0.1666, -0.1358, -0.1282, -0.1337, -0.1151, -0.1215, -0.1273, -0.1029, -0.0855, -0.0921, -0.0835, -0.0596, -0.0626, -0.0352, -0.0355, -0.0303, -0.0451, -0.037, -0.0351, -0.0312, -0.044, -0.0467, -0.068, -0.068, -0.0463, -0.0468, -0.0536, -0.0623, -0.0536, -0.0483, -0.0287, -0.0331, -0.0203, -0.0187, -0.0025, -0.0045, -0.0019, -0.055, -0.0359, -0.0571, -0.0851, -0.0851, -0.0654, -0.0392, -0.0183, -0.0251, -0.0237, -0.0175, -0.0084, 0.0045, 0.0181, 0.0219, 0.0219, 0.0164, 0.0011, -0.0016, 0.01, -0.0479, -0.0141, -0.0266, -0.0264, -0.0145, -0.0104, -0.0017, 0.014, 0.0228, 0.0383, 0.0404, 0.0436, -0.0467, -0.0699, -0.0826, -0.1046, -0.0926, -0.095, -0.0738, -0.0898, -0.0974, -0.105, -0.0931, -0.0576, -0.0743, -0.0763, -0.0723]}
{"unit_id": "orig:1900269557341704656", "ticker_idx": 0, "ts": "2025-03-13T19:35:42+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Initiated small position on $intc... leads me to believe it \"may\" be a turnaround", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Initiated small long INTC on TSMC partnership + new CEO Lip-Bu Tan's turnaround credentials; monitoring for more catalysts.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Initiated small position on $intc.\n\nIn the past, I gave a lot of criticism on INTC for its financial situations and lack of competitiveness.  But there are 2 major news that leads me to believe it \"may\" be a turnaround.\n\n- $TSMC announced its intention to produce chips with $intc\n\n- New CEO LipBu Tan. He led the turnaround of Cadence, stock price of $4 to $165, 3500% returns. He want to bring back discipline of chip design again. Very impressive dude if u dig deeper.\n\nI will be monitoring as more good news come and convert to shares to hold for a while.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.127426175550431, "ret_signed_m1d": -0.127426175550431, "alpha_spy_m1d": -0.14093682734619029, "alpha_c_m1d": -0.13184432229358423, "bench_spy_m1d": 0.013510651795759276, "bench_c_m1d": 0.004418146743153217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014767867630974818, "ret_signed_p1d": 0.014767867630974818, "alpha_spy_p1d": -0.005887925922095638, "alpha_c_p1d": -0.0172066506921722, "bench_spy_p1d": 0.020655793553070456, "bench_c_p1d": 0.031974518323147016, "ret_p1w": 0.01097039296048341, "ret_signed_p1w": 0.01097039296048341, "alpha_spy_p1w": -0.014545686648189893, "alpha_c_p1w": -0.02319036656504525, "bench_spy_p1w": 0.025516079608673303, "bench_c_p1w": 0.03416075952552866, "ret_p1m": -0.16708864406509583, "ret_signed_p1m": -0.16708864406509583, "alpha_spy_p1m": -0.13830148870312664, "alpha_c_p1m": -0.08400959602781533, "bench_spy_p1m": -0.028787155361969186, "bench_c_p1m": -0.0830790480372805, "ret_p3m": -0.06835446359000341, "ret_signed_p3m": -0.06835446359000341, "alpha_spy_p3m": -0.16532995410782403, "alpha_c_p3m": -0.2620233366227157, "bench_spy_p3m": 0.09697549051782062, "bench_c_p3m": 0.1936688730327123, "ret_p6m": 0.03333329041128397, "ret_signed_p6m": 0.03333329041128397, "alpha_spy_p6m": -0.147447712558747, "alpha_c_p6m": -0.30248999264270804, "bench_spy_p6m": 0.18078100297003097, "bench_c_p6m": 0.335823283053992, "ret_p1y": 0.9198311618263739, "ret_signed_p1y": 0.9198311618263739, "alpha_spy_p1y": 0.6604638445059068, "alpha_c_p1y": 0.06305809120915873, "bench_spy_p1y": 0.25936731732046714, "bench_c_p1y": 0.8567730706172152, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16708864406509583, "alpha_spy_stated": -0.13830148870312664, "alpha_c_stated": -0.08400959602781533, "price_path": [-0.1211, -0.1376, -0.1857, -0.1958, -0.1764, -0.1477, -0.1392, -0.1392, -0.1376, -0.1435, -0.1637, -0.154, -0.154, -0.1468, -0.1325, -0.1616, -0.1557, -0.1612, -0.1612, -0.192, -0.1899, -0.1899, -0.1679, -0.17, -0.0932, -0.0932, -0.0814, -0.0776, -0.0899, -0.1211, -0.1439, -0.1646, -0.1667, -0.1557, -0.1802, -0.1823, -0.1861, -0.1709, -0.1823, -0.1941, -0.1658, -0.1152, -0.0515, 0.0181, -0.0042, -0.0042, 0.1557, 0.0852, 0.1008, 0.0494, 0.0241, -0.03, -0.0076, -0.0257, 0.0013, -0.0405, -0.1, -0.1219, -0.1245, -0.1291, -0.1591, -0.1654, -0.1274, 0.0, 0.0148, 0.084, 0.0937, 0.0177, 0.011, 0.0236, 0.0219, 0.0211, -0.0118, -0.0034, -0.0418, -0.0418, -0.0696, -0.0726, -0.0536, -0.1624, -0.1743, -0.235, -0.0916, -0.1612, -0.1671, -0.143, -0.1624, -0.1886, -0.2013, -0.2013, -0.2051, -0.1768, -0.1312, -0.0932, -0.154, -0.1346, -0.1418, -0.1519, -0.157, -0.13, -0.1447, -0.1586, -0.143, -0.1139, -0.0962, -0.0641, -0.0481, -0.092, -0.0907, -0.0861, -0.0979, -0.1025, -0.127, -0.1329, -0.154, -0.154, -0.1329, -0.1405, -0.1456, -0.1751, -0.1671, -0.1439, -0.1456, -0.1565, -0.1536, -0.1359, -0.0684, -0.1274, -0.1236, -0.1502, -0.1249, -0.1224, -0.0932, -0.0932, -0.1105, -0.1059, -0.0485, -0.0633, -0.0506, -0.0426, -0.0549, -0.0359, -0.0768, -0.0511, -0.0511, -0.0717, -0.0046, -0.011, 0.0051, -0.0114, -0.0169, -0.0329, -0.0426, -0.038, -0.0253, -0.0186, -0.0194, -0.0089, -0.0451, -0.1266, -0.1274, -0.1388, -0.1418, -0.1646, -0.1852, -0.1772, -0.1481, -0.1388, -0.1658, -0.1582, -0.1287, -0.0797, -0.0624, 0.0068, 0.0363, -0.0017, 0.0679, -0.0068, -0.0084, 0.0464, 0.0359, 0.0274, 0.0485, 0.0519, 0.0274, 0.0274, 0.0215, 0.0127, 0.0384, 0.0333]}
{"unit_id": "orig:1886190127044870200", "ticker_idx": 0, "ts": "2025-02-02T23:09:04+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "hyperscalers will need to continue purchasing, or even accelerate purchasing, Nvidia's GPUs in order to prevent chip constraints from impeding revenue growth", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses bullish NVDA thesis: cheaper AI training accelerates cloud GPU demand, forcing hyperscalers to buy more Nvidia chips.", "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": "Interesting thesis from @Beth_Kindig on $nvda\n\nDeepSeek has highlighted one major tailwind that has been overlooked – if AI models can now be trained quicker and cheaper, it’s likely to catalyze demand for GPU instances in the cloud from leading providers, as GPUs can be rented much faster than setting up new infrastructure. In order to meet elevated demand, hyperscalers will need to continue purchasing, or even accelerate purchasing, Nvidia’s GPUs in order to prevent chip constraints from impeding revenue growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029230109028928197, "ret_signed_m1d": 0.029230109028928197, "alpha_spy_m1d": 0.022454962614709695, "alpha_c_m1d": 0.008960425638164793, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.020269683390763404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017057965066677117, "ret_signed_p1d": 0.017057965066677117, "alpha_spy_p1d": 0.010349699830464631, "alpha_c_p1d": 0.005792364650783588, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.011265600415893529, "ret_p1w": 0.14495098197819267, "ret_signed_p1w": 0.14495098197819267, "alpha_spy_p1w": 0.13310709386375685, "alpha_c_p1w": 0.0995535834283714, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.04539739854982128, "ret_p1m": -0.005743297543145287, "ret_signed_p1m": -0.005743297543145287, "alpha_spy_p1m": 0.02923670093437325, "alpha_c_p1m": 0.05100354679708363, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.05674684434022892, "ret_p3m": -0.04320032056467171, "ret_signed_p3m": -0.04320032056467171, "alpha_spy_p3m": 0.019733725558624182, "alpha_c_p3m": 0.06769672558457884, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.11089704614925056, "ret_p6m": 0.5046999428480032, "ret_signed_p6m": 0.5046999428480032, "alpha_spy_p6m": 0.43563557210278603, "alpha_c_p6m": 0.27804788288317606, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.22665205996482718, "ret_p1y": 0.5718338245767733, "ret_signed_p1y": 0.5718338245767733, "alpha_spy_p1y": 0.4117743917187775, "alpha_c_p1y": -0.11666868613706938, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.6885025107138427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005743297543145287, "alpha_spy_stated": 0.02923670093437325, "alpha_c_stated": 0.05100354679708363, "price_path": [0.2481, 0.2761, 0.2654, 0.2451, 0.271, 0.2537, 0.2579, 0.217, 0.2013, 0.2601, 0.2505, 0.2572, 0.2167, 0.1659, 0.1736, 0.16, 0.16, 0.185, 0.1882, 0.2022, 0.244, 0.2434, 0.221, 0.1899, 0.1578, 0.1942, 0.1773, 0.1508, 0.1315, 0.1177, 0.105, 0.1202, 0.1546, 0.1972, 0.202, 0.202, 0.1995, 0.1744, 0.1786, 0.1511, 0.1511, 0.1856, 0.2384, 0.2809, 0.2013, 0.201, 0.201, 0.165, 0.142, 0.1294, 0.1678, 0.145, 0.1804, 0.1804, 0.2072, 0.2607, 0.262, 0.2225, 0.0151, 0.1057, 0.0603, 0.0685, 0.0292, 0.0, 0.0171, 0.07, 0.103, 0.113, 0.145, 0.1384, 0.1241, 0.1597, 0.1902, 0.1902, 0.1949, 0.1935, 0.201, 0.1523, 0.1167, 0.0855, 0.1253, 0.0299, 0.0708, -0.0223, -0.0057, 0.0055, -0.0522, -0.034, -0.083, -0.0677, -0.0078, -0.0092, 0.043, 0.0247, -0.0105, 0.0075, 0.0161, 0.009, 0.0408, 0.0346, -0.0248, -0.0447, -0.0598, -0.0709, -0.0557, -0.0534, -0.1273, -0.1915, -0.163, -0.1744, -0.0199, -0.0778, -0.049, -0.0509, -0.0381, -0.1042, -0.13, -0.13, -0.1692, -0.1522, -0.1195, -0.0876, -0.0483, -0.0679, -0.0654, -0.0663, -0.0432, -0.0184, -0.0243, -0.0267, 0.0035, 0.0062, 0.0, 0.0544, 0.1139, 0.1602, 0.1559, 0.1607, 0.1622, 0.152, 0.1299, 0.1387, 0.1255, 0.1255, 0.1616, 0.1557, 0.1932, 0.1584, 0.1777, 0.2106, 0.2166, 0.2001, 0.2149, 0.2227, 0.2341, 0.2245, 0.2431, 0.2172, 0.2405, 0.2356, 0.2472, 0.2472, 0.2333, 0.236, 0.268, 0.3229, 0.329, 0.3524, 0.3545, 0.3143, 0.3482, 0.3661, 0.3661, 0.3566, 0.3717, 0.3964, 0.4069, 0.4139, 0.4066, 0.4635, 0.4692, 0.4832, 0.4781, 0.4693, 0.432, 0.4641, 0.4895, 0.4875, 0.5153, 0.5047]}
{"unit_id": "quote:1932642165923979514", "ticker_idx": 0, "ts": "2025-06-11T03:32:53+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is breaking out for the 6th time. 6th time the charm it is😃", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA; author sees a 6th technical breakout as a positive signal.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Based on this chart, $TSLA is breaking out for the 6th time. 6th time the charm it is😃", "reply_text": null, "parent_text": null, "quoted_text": "A fact many are overlooking: $TSLA investors waited 2,312 days (6.3 years) for the most recent Tesla stock breakout to occur... https://t.co/4nKugSy1XX", "parent_author": null, "ret_m1d": -0.0010415597387471998, "ret_signed_m1d": -0.0010415597387471998, "alpha_spy_m1d": -0.0039015885613493673, "alpha_c_m1d": -0.009005446622516011, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.007963886883768811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022424432461661592, "ret_signed_p1d": -0.022424432461661592, "alpha_spy_p1d": -0.026398604511724155, "alpha_c_p1d": -0.01772068170468788, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": -0.0047037507569737125, "ret_p1w": -0.01341789964491047, "ret_signed_p1w": -0.01341789964491047, "alpha_spy_p1w": -0.006899261186600669, "alpha_c_p1w": 0.006561683775920146, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.019979583420830616, "ret_p1m": -0.05073062503494152, "ret_signed_p1m": -0.05073062503494152, "alpha_spy_p1m": -0.09448161438383518, "alpha_c_p1m": -0.08389321257224469, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.03316258753730317, "ret_p3m": 0.0611769802676736, "ret_signed_p3m": 0.0611769802676736, "alpha_spy_p3m": -0.020950247993050564, "alpha_c_p3m": -0.040359114691236986, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.10153609495891058, "ret_p6m": 0.3924271941235127, "ret_signed_p6m": 0.3924271941235127, "alpha_spy_p6m": 0.2478278709050561, "alpha_c_p6m": 0.2790364501657019, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.11339074395781079, "ret_p1y": 0.3350182836224851, "ret_signed_p1y": 0.3350182836224851, "alpha_spy_p1y": 0.06264922092519432, "alpha_c_p1y": 0.2002814205156198, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.13473686310686528, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05073062503494152, "alpha_spy_stated": -0.09448161438383518, "alpha_c_stated": -0.08389321257224469, "price_path": [-0.2342, -0.2709, -0.3098, -0.2775, -0.2762, -0.2381, -0.1472, -0.1173, -0.1666, -0.1633, -0.1926, -0.2061, -0.1776, -0.1338, -0.1812, -0.2665, -0.2853, -0.3203, -0.1661, -0.2268, -0.2271, -0.2269, -0.2215, -0.26, -0.2606, -0.2606, -0.3031, -0.271, -0.2319, -0.205, -0.1271, -0.1242, -0.1054, -0.1356, -0.1406, -0.1201, -0.1414, -0.1565, -0.1538, -0.1275, -0.0863, -0.0247, 0.0234, 0.0651, 0.0502, 0.0721, 0.048, 0.0533, 0.0251, 0.0448, 0.0395, 0.0395, 0.1117, 0.0933, 0.098, 0.0614, 0.0498, 0.0547, 0.0172, -0.1278, -0.0959, -0.0547, -0.001, 0.0, -0.0224, -0.0034, 0.0083, -0.0309, -0.0134, -0.0134, -0.0131, 0.0682, 0.043, 0.0034, -0.002, -0.0086, -0.0269, -0.0788, -0.033, -0.0339, -0.0339, -0.0995, -0.0877, -0.0936, -0.0507, -0.0396, -0.0292, -0.0479, -0.0146, -0.0215, 0.0099, 0.0063, 0.0174, 0.0188, -0.0647, -0.0318, -0.0026, -0.016, -0.0226, -0.0556, -0.0729, -0.0526, -0.0543, -0.02, -0.0127, 0.0099, 0.0386, 0.0441, 0.0397, 0.028, 0.0127, 0.0267, 0.0088, -0.0078, -0.0194, 0.0416, 0.0618, 0.0773, 0.071, 0.0599, 0.0228, 0.0228, 0.009, 0.0235, 0.0371, 0.0748, 0.0612, 0.0629, 0.0654, 0.1298, 0.2129, 0.2561, 0.2916, 0.3046, 0.277, 0.3052, 0.3302, 0.3046, 0.3565, 0.297, 0.3491, 0.3577, 0.3624, 0.4075, 0.3357, 0.3168, 0.3885, 0.3267, 0.3439, 0.3343, 0.2667, 0.3354, 0.315, 0.3331, 0.3135, 0.3458, 0.3707, 0.3559, 0.3448, 0.3754, 0.3287, 0.386, 0.4109, 0.4138, 0.3482, 0.3986, 0.4348, 0.361, 0.4155, 0.366, 0.3158, 0.3639, 0.3468, 0.3191, 0.2315, 0.2387, 0.2527, 0.2292, 0.2376, 0.2108, 0.1981, 0.2798, 0.2848, 0.3068, 0.3068, 0.3178, 0.3177, 0.315, 0.3686, 0.3924]}
{"unit_id": "quote:1924884119193891269", "ticker_idx": 0, "ts": "2025-05-20T17:45:11+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I really like that CoreWeave $CRWV have competitive pricing. The revenue trend is also great to see for a growth company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CoreWeave on competitive pricing and strong revenue growth trend.", "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": "quote", "lang": "en", "tweet_text": "I really like that CoreWeave $CRWV have competitive pricing. The revenue trend is also great to see for a growth company. https://t.co/jievQv5SgI", "reply_text": null, "parent_text": null, "quoted_text": "CSP $CRWV $80 5/30 for $5 premium", "parent_author": null, "ret_m1d": -0.04044771290208937, "ret_signed_m1d": -0.04044771290208937, "alpha_spy_m1d": -0.043821313190485545, "alpha_c_m1d": -0.043821313190485545, "bench_spy_m1d": 0.0033736002883961724, "bench_c_m1d": 0.0033736002883961724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1900487802733477, "ret_signed_p1d": 0.1900487802733477, "alpha_spy_p1d": 0.20689945121932451, "alpha_c_p1d": 0.20689945121932451, "bench_spy_p1d": -0.01685067094597681, "bench_c_p1d": -0.01685067094597681, "ret_p1w": 0.3737810744172885, "ret_signed_p1w": 0.3737810744172885, "alpha_spy_p1w": 0.3766484363013264, "alpha_c_p1w": 0.3766484363013264, "bench_spy_p1w": -0.002867361884037911, "bench_c_p1w": -0.002867361884037911, "ret_p1m": 0.883865292823254, "ret_signed_p1m": 0.883865292823254, "alpha_spy_p1m": 0.8761229459337492, "alpha_c_p1m": 0.8761229459337492, "bench_spy_p1m": 0.007742346889504814, "bench_c_p1m": 0.007742346889504814, "ret_p3m": 0.10782362131282919, "ret_signed_p3m": 0.10782362131282919, "alpha_spy_p3m": 0.01928138642426469, "alpha_c_p3m": 0.01928138642426469, "bench_spy_p3m": 0.0885422348885645, "bench_c_p3m": 0.0885422348885645, "ret_p6m": -0.05330227917176089, "ret_signed_p6m": -0.05330227917176089, "alpha_spy_p6m": -0.21261829251874842, "alpha_c_p6m": -0.21261829251874842, "bench_spy_p6m": 0.15931601334698753, "bench_c_p6m": 0.15931601334698753, "ret_p1y": 0.42774822016721936, "ret_signed_p1y": 0.42774822016721936, "alpha_spy_p1y": 0.17959681510769587, "alpha_c_p1y": 0.17959681510769587, "bench_spy_p1y": 0.2481514050595235, "bench_c_p1y": 0.2481514050595235, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.883865292823254, "alpha_spy_stated": 0.8761229459337492, "alpha_c_stated": 0.8761229459337492, "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, -0.5567, -0.5891, -0.4174, -0.32, -0.4038, -0.4701, -0.4476, -0.5167, -0.4596, -0.5324, -0.5152, -0.5167, -0.5481, -0.5486, -0.5668, -0.5668, -0.6075, -0.5732, -0.5388, -0.5371, -0.5397, -0.5344, -0.5255, -0.5423, -0.5089, -0.4285, -0.4347, -0.3983, -0.406, -0.3905, -0.4307, -0.3518, -0.299, -0.2524, -0.2712, -0.1102, -0.0404, 0.0, 0.19, 0.1099, 0.1385, 0.1385, 0.3738, 0.2871, 0.1697, 0.2335, 0.332, 0.6676, 0.8074, 0.4966, 0.5532, 0.7963, 0.7165, 0.6589, 0.6508, 0.6311, 0.7564, 0.9053, 0.8839, 0.8839, 1.0344, 0.9246, 0.9129, 0.7675, 0.7518, 0.7729, 0.807, 0.7281, 0.6818, 0.8307, 0.8307, 0.7697, 0.6783, 0.696, 0.5325, 0.3945, 0.4669, 0.558, 0.5851, 0.4651, 0.3633, 0.3842, 0.4381, 0.3968, 0.3298, 0.2813, 0.2221, 0.205, 0.1402, 0.2647, 0.154, 0.1748, 0.2394, 0.2216, 0.3418, 0.4356, 0.549, 0.6484, 0.305, 0.1027, 0.1078, 0.0727, 0.0294, 0.0142, 0.0061, 0.0416, 0.0237, 0.0127, 0.0741, 0.1391, 0.1418, 0.1418, 0.0344, -0.004, -0.0306, -0.0127, 0.0367, 0.1106, 0.2981, 0.2488, 0.2407, 0.335, 0.3159, 0.3393, 0.3452, 0.3836, 0.4764, 0.4505, 0.4783, 0.4036, 0.3336, 0.3577, 0.5165, 0.5187, 0.5293, 0.4937, 0.4833, 0.4276, 0.5512, 0.5855, 0.534, 0.5694, 0.4856, 0.543, 0.5707, 0.5167, 0.408, 0.3859, 0.3467, 0.3668, 0.4689, 0.5078, 0.4938, 0.5506, 0.4523, 0.4817, 0.3998, 0.2827, 0.268, 0.185, 0.1526, 0.1703, -0.0205, -0.0533]}
{"unit_id": "quote:1935489408079442014", "ticker_idx": 0, "ts": "2025-06-19T00:06:49+00:00", "symbol": "V", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Visa $v stock is 8% down and $hood and $crcl on their ath. This should be a tall tale sign that Visa business is threatened by stablecoin.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish Visa as stablecoin threatens its business; bullish HOOD and CRCL as stablecoin beneficiaries at all-time highs.", "resolved_tickers": ["V"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "Visa $v stock is 8% down and $hood and $crcl on their ath.\n\nThis should be a tall tale sign that Visa business is threatened by stablecoin.", "reply_text": null, "parent_text": null, "quoted_text": "If Visa $V stock keeps dropping like this I would be interested. Fundamentally there is virtually no business better than Visa.\n\nStable, predictable growth with high margins. Wide and ever expanding network moat. High returns on invested capital, with buybacks and dividends.\n\nSub https://t.co/HtMUV4dqpb", "parent_author": null, "ret_m1d": 0.005345988913920685, "ret_signed_m1d": -0.005345988913920685, "alpha_spy_m1d": -0.002991778417118063, "alpha_c_m1d": -0.008125904147925689, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015299639748756144, "ret_signed_p1d": -0.015299639748756144, "alpha_spy_p1d": -0.005422049141091234, "alpha_c_p1d": -0.0027069286301526496, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.029653999275754517, "ret_signed_p1w": -0.029653999275754517, "alpha_spy_p1w": 0.005060299196308682, "alpha_c_p1w": 0.0052547582947191085, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.036535966345298654, "ret_signed_p1m": -0.036535966345298654, "alpha_spy_p1m": 0.021500706628061694, "alpha_c_p1m": 0.007339069537336096, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": 0.02433508326006395, "ret_signed_p3m": -0.02433508326006395, "alpha_spy_p3m": 0.08487272402510171, "alpha_c_p3m": 0.05321339814514747, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": 0.028409736140992736, "ret_signed_p6m": -0.028409736140992736, "alpha_spy_p6m": 0.12023615928142761, "alpha_c_p6m": 0.07087750486241351, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": -0.03234938792537834, "ret_signed_p1y": 0.03234938792537834, "alpha_spy_p1y": 0.2831097217993842, "alpha_c_p1y": 0.09013503782000554, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.036535966345298654, "alpha_spy_stated": 0.021500706628061694, "alpha_c_stated": 0.007339069537336096, "price_path": [0.0162, 0.0149, 0.0316, 0.011, 0.0334, 0.0213, 0.0212, 0.0008, -0.0767, -0.0791, -0.091, -0.0198, -0.0428, -0.0169, -0.0117, -0.0098, -0.023, -0.0281, -0.0281, -0.0561, -0.0228, -0.014, -0.0101, -0.0117, -0.0048, 0.007, 0.0188, 0.0098, 0.025, 0.028, 0.0253, 0.0316, 0.0358, 0.0395, 0.0493, 0.0519, 0.0528, 0.0701, 0.0784, 0.0866, 0.0835, 0.0583, 0.0573, 0.0442, 0.0442, 0.0612, 0.0625, 0.0704, 0.0786, 0.079, 0.0806, 0.0869, 0.0833, 0.0935, 0.083, 0.0949, 0.1026, 0.097, 0.0422, 0.0499, 0.0569, 0.0053, 0.0053, 0.0, 0.0153, 0.0386, 0.0198, 0.022, 0.0297, 0.0487, 0.0499, 0.0462, 0.0599, 0.0599, 0.0534, 0.0472, 0.0567, 0.0511, 0.0276, 0.0352, 0.025, 0.0335, 0.0332, 0.031, 0.0365, 0.0393, 0.0494, 0.0455, 0.0546, 0.0499, 0.0376, 0.0364, 0.0204, 0.0023, 0.0106, -0.0034, 0.0035, -0.0191, -0.0053, -0.0079, -0.0037, 0.0135, 0.0222, 0.0192, 0.0141, 0.0132, 0.0176, 0.0169, 0.0357, 0.0321, 0.0391, 0.0366, 0.0352, 0.0408, 0.0408, 0.0358, 0.0382, 0.0385, 0.0155, 0.0128, 0.0178, 0.0004, 0.0163, 0.0043, 0.0032, 0.0061, 0.0243, 0.0006, 0.0108, 0.0189, 0.0021, 0.0021, -0.009, -0.0018, 0.0065, 0.0101, 0.0292, 0.0236, 0.0351, 0.0334, 0.0427, 0.0396, 0.0268, 0.0168, 0.0158, 0.0308, 0.0228, -0.0076, 0.0116, 0.019, 0.0273, 0.0218, 0.0236, 0.0278, 0.0291, 0.0264, 0.0098, 0.0209, 0.0082, -0.0032, 0.0069, 0.0061, -0.003, -0.0058, -0.0092, 0.0028, 0.0047, -0.0036, -0.0216, -0.0343, -0.0478, -0.0391, -0.0401, -0.0277, -0.0237, -0.0082, -0.0104, -0.0104, -0.0085, -0.0205, -0.0228, -0.0228, -0.0303, -0.018, -0.031, -0.032, -0.0343, 0.0247, 0.0312, 0.0284]}
{"unit_id": "quote:1935489408079442014", "ticker_idx": 1, "ts": "2025-06-19T00:06:49+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 and $crcl on their ath", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish Visa as stablecoin threatens its business; bullish HOOD and CRCL as stablecoin beneficiaries at all-time highs.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Visa $v stock is 8% down and $hood and $crcl on their ath.\n\nThis should be a tall tale sign that Visa business is threatened by stablecoin.", "reply_text": null, "parent_text": null, "quoted_text": "If Visa $V stock keeps dropping like this I would be interested. Fundamentally there is virtually no business better than Visa.\n\nStable, predictable growth with high margins. Wide and ever expanding network moat. High returns on invested capital, with buybacks and dividends.\n\nSub https://t.co/HtMUV4dqpb", "parent_author": null, "ret_m1d": -0.0019108474634255135, "ret_signed_m1d": -0.0019108474634255135, "alpha_spy_m1d": -0.004265057960228136, "alpha_c_m1d": 0.0008690677705794903, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027388554469794935, "ret_signed_p1d": -0.027388554469794935, "alpha_spy_p1d": -0.037266145077459845, "alpha_c_p1d": -0.03998126558839843, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": 0.05770699081906838, "ret_signed_p1w": 0.05770699081906838, "alpha_spy_p1w": 0.022992692347005184, "alpha_c_p1w": 0.022798233248594757, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": 0.3291719278712182, "ret_signed_p1m": 0.3291719278712182, "alpha_spy_p1m": 0.27113525489785784, "alpha_c_p1m": 0.28529689198858343, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": 0.5113375718426552, "ret_signed_p3m": 0.5113375718426552, "alpha_spy_p3m": 0.4021297645574895, "alpha_c_p3m": 0.43378909043744374, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": 0.468280281990197, "ret_signed_p6m": 0.468280281990197, "alpha_spy_p6m": 0.31963438656777665, "alpha_c_p6m": 0.36899304098679075, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": 0.06713371519829825, "ret_signed_p1y": 0.06713371519829825, "alpha_spy_p1y": -0.18362661867570762, "alpha_c_p1y": 0.00934806530367105, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3291719278712182, "alpha_spy_stated": 0.27113525489785784, "alpha_c_stated": 0.28529689198858343, "price_path": [-0.3866, -0.4302, -0.4396, -0.466, -0.4698, -0.4629, -0.4563, -0.5126, -0.5604, -0.5489, -0.5647, -0.4623, -0.4839, -0.4436, -0.4377, -0.4385, -0.482, -0.4754, -0.4754, -0.4924, -0.4638, -0.4311, -0.3866, -0.3701, -0.3767, -0.3711, -0.3744, -0.4061, -0.381, -0.3879, -0.3797, -0.3632, -0.3112, -0.3038, -0.2684, -0.2029, -0.218, -0.227, -0.2132, -0.1813, -0.1731, -0.1865, -0.1749, -0.1953, -0.1953, -0.159, -0.1702, -0.1854, -0.1573, -0.134, -0.0864, -0.0794, -0.0763, -0.0461, -0.065, -0.0763, -0.0461, -0.0594, -0.0752, -0.0223, -0.0452, -0.0019, -0.0019, 0.0, -0.0274, 0.0447, 0.0541, 0.0767, 0.0577, 0.1927, 0.1762, 0.2482, 0.2025, 0.2025, 0.1906, 0.1627, 0.2043, 0.2573, 0.2527, 0.2734, 0.268, 0.3153, 0.3433, 0.398, 0.3292, 0.2975, 0.3004, 0.2985, 0.3357, 0.3601, 0.3162, 0.3516, 0.3127, 0.2726, 0.355, 0.3434, 0.3459, 0.4169, 0.4603, 0.4474, 0.4534, 0.3837, 0.4103, 0.4544, 0.4652, 0.3694, 0.3419, 0.3541, 0.3926, 0.375, 0.386, 0.3111, 0.3209, 0.3252, 0.3252, 0.2846, 0.2843, 0.311, 0.2898, 0.494, 0.5096, 0.4963, 0.5, 0.4654, 0.4628, 0.4953, 0.5113, 0.5403, 0.5896, 0.591, 0.6076, 0.6153, 0.5624, 0.5513, 0.7417, 0.8239, 0.7725, 0.8561, 0.8939, 0.8377, 0.8471, 0.9219, 0.9422, 0.7702, 0.7921, 0.7191, 0.7089, 0.6744, 0.6549, 0.7299, 0.6795, 0.6206, 0.7112, 0.7808, 0.8581, 0.8631, 0.8446, 0.7589, 0.8698, 0.8736, 0.7427, 0.815, 0.6189, 0.6606, 0.731, 0.6806, 0.694, 0.5482, 0.5605, 0.4773, 0.4561, 0.5052, 0.353, 0.3669, 0.4646, 0.4722, 0.6331, 0.6331, 0.6368, 0.5699, 0.6045, 0.7024, 0.7462, 0.6809, 0.738, 0.7288, 0.7282, 0.5717, 0.5223, 0.4683]}
{"unit_id": "quote:1935489408079442014", "ticker_idx": 2, "ts": "2025-06-19T00:06:49+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$hood and $crcl on their ath", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish Visa as stablecoin threatens its business; bullish HOOD and CRCL as stablecoin beneficiaries at all-time highs.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Visa $v stock is 8% down and $hood and $crcl on their ath.\n\nThis should be a tall tale sign that Visa business is threatened by stablecoin.", "reply_text": null, "parent_text": null, "quoted_text": "If Visa $V stock keeps dropping like this I would be interested. Fundamentally there is virtually no business better than Visa.\n\nStable, predictable growth with high margins. Wide and ever expanding network moat. High returns on invested capital, with buybacks and dividends.\n\nSub https://t.co/HtMUV4dqpb", "parent_author": null, "ret_m1d": -0.16934410957268664, "ret_signed_m1d": -0.16934410957268664, "alpha_spy_m1d": -0.17169832006948926, "alpha_c_m1d": -0.16656419433868164, "bench_spy_m1d": 0.0023542104968026223, "bench_c_m1d": -0.0027799152340050037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09642922234661988, "ret_signed_p1d": 0.09642922234661988, "alpha_spy_p1d": 0.08655163173895497, "alpha_c_p1d": 0.08383651122801639, "bench_spy_p1d": 0.00987759060766491, "bench_c_p1d": 0.012592711118603495, "ret_p1w": -0.24908442819865895, "ret_signed_p1w": -0.24908442819865895, "alpha_spy_p1w": -0.28379872667072215, "alpha_c_p1w": -0.2839931857691326, "bench_spy_p1w": 0.0347142984720632, "bench_c_p1w": 0.034908757570473625, "ret_p1m": -0.10063256533470843, "ret_signed_p1m": -0.10063256533470843, "alpha_spy_p1m": -0.15866923830806878, "alpha_c_p1m": -0.14450760121734318, "bench_spy_p1m": 0.05803667297336035, "bench_c_p1m": 0.04387503588263475, "ret_p3m": -0.4546362828705677, "ret_signed_p3m": -0.4546362828705677, "alpha_spy_p3m": -0.5638440901557333, "alpha_c_p3m": -0.5321847642757791, "bench_spy_p3m": 0.10920780728516566, "bench_c_p3m": 0.07754848140521142, "ret_p6m": -0.6859497275352305, "ret_signed_p6m": -0.6859497275352305, "alpha_spy_p6m": -0.8345956229576509, "alpha_c_p6m": -0.7852369685386368, "bench_spy_p6m": 0.14864589542242035, "bench_c_p6m": 0.09928724100340625, "ret_p1y": -0.662477114673979, "ret_signed_p1y": -0.662477114673979, "alpha_spy_p1y": -0.9132374485479848, "alpha_c_p1y": -0.7202627645686062, "bench_spy_p1y": 0.25076033387400587, "bench_c_p1y": 0.0577856498946272, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10063256533470843, "alpha_spy_stated": -0.15866923830806878, "alpha_c_stated": -0.14450760121734318, "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, null, null, null, null, null, null, null, null, null, null, null, null, -0.6536, -0.5518, -0.5204, -0.5592, -0.5122, -0.5566, -0.4441, -0.3713, -0.3793, -0.1693, -0.1693, 0.0, 0.0964, -0.0734, -0.1734, -0.1109, -0.2491, -0.2455, -0.1987, -0.2593, -0.2144, -0.2144, -0.1366, -0.1476, -0.1648, -0.1556, -0.2204, -0.1481, -0.1871, -0.0295, -0.0216, -0.0687, -0.1006, -0.1747, -0.1576, -0.1964, -0.1974, -0.2286, -0.244, -0.2072, -0.2362, -0.3004, -0.3141, -0.3594, -0.327, -0.3635, -0.3381, -0.3292, -0.3208, -0.3626, -0.4206, -0.3788, -0.4108, -0.4372, -0.4265, -0.4515, -0.438, -0.4788, -0.4629, -0.4698, -0.4551, -0.4507, -0.4507, -0.5, -0.507, -0.511, -0.5232, -0.532, -0.5089, -0.5268, -0.4436, -0.4784, -0.4421, -0.4389, -0.4546, -0.4156, -0.4001, -0.4272, -0.4549, -0.4524, -0.4812, -0.4715, -0.4437, -0.4482, -0.463, -0.3769, -0.3933, -0.3819, -0.3811, -0.3738, -0.3737, -0.4467, -0.4279, -0.4404, -0.4403, -0.4654, -0.4736, -0.4556, -0.4596, -0.4806, -0.4595, -0.4088, -0.4037, -0.4335, -0.4517, -0.4893, -0.4715, -0.5095, -0.537, -0.5296, -0.5838, -0.5708, -0.5668, -0.5909, -0.6408, -0.6573, -0.6592, -0.6812, -0.6812, -0.7098, -0.7214, -0.7031, -0.6973, -0.7082, -0.6977, -0.6977, -0.6673, -0.684, -0.6777, -0.6409, -0.636, -0.6437, -0.6506, -0.6301, -0.6321, -0.6314, -0.6526, -0.6859]}
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{"unit_id": "orig:1938973280280437196", "ticker_idx": 0, "ts": "2025-06-28T14:50:29+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla would pull the biggest move if they announce that the affordable car is based on the Cybercab with a steering wheel", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA: an affordable Cybercab-based car with a steering wheel would be a major positive catalyst.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Tesla would pull the biggest move if they announce that the affordable car is based on the Cybercab with a steering wheel. \n\nBased on first principle thinking, I can see Elon asking to reimagine an affordable, fully autonomous car, and put the steering wheel as short term solution before regulations are in place. $TSLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.0235521108313419, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035360757182515, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.0792514754757635, "alpha_c_p1w": -0.07959436010237286, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004923325199490458, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.01703439694704567, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482294403452533, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869197692021575, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.038384244252195776, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.06893518499191731, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011144017201131007, "alpha_spy_stated": -0.01703439694704567, "alpha_c_stated": -0.022399434706305454, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "reply:1930621478459875399", "ticker_idx": 0, "ts": "2025-06-05T13:43:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long term Elon will be valued as a centered person between both parties, good for Tesla", "tweet_type": "prediction", "timeline": "years", "summary": "Long TSLA long-term as Elon's cross-party positioning becomes a positive for the company.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@thecybersurg I can't tell @wholemars is being sarcastic or not.  But yes, i think long term Elon will be valued as a centered person between both parties, good for Tesla.", "reply_text": null, "parent_text": "This is most people’s mindset. All they think about is short term.", "quoted_text": null, "parent_author": "surfranchvibes", "ret_m1d": 0.16631532685536032, "ret_signed_m1d": 0.16631532685536032, "alpha_spy_m1d": 0.16145899727284885, "alpha_c_m1d": 0.14043801225019692, "bench_spy_m1d": 0.004856329582511476, "bench_c_m1d": 0.025877314605163404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036670186138995975, "ret_signed_p1d": 0.036670186138995975, "alpha_spy_p1d": 0.02640115516523145, "alpha_c_p1d": 0.023683816206384378, "bench_spy_p1d": 0.010269030973764526, "bench_c_p1d": 0.012986369932611597, "ret_p1w": 0.12086396792813847, "ret_signed_p1w": 0.12086396792813847, "alpha_spy_p1w": 0.10282159516883693, "alpha_c_p1w": 0.10052492352419717, "bench_spy_p1w": 0.01804237275930154, "bench_c_p1w": 0.020339044403941298, "ret_p1m": 0.10765715694524092, "ret_signed_p1m": 0.10765715694524092, "alpha_spy_p1m": 0.05009245197884771, "alpha_c_p1m": 0.04926447589346772, "bench_spy_p1m": 0.05756470496639321, "bench_c_p1m": 0.0583926810517732, "ret_p3m": 0.15686677635986523, "ret_signed_p3m": 0.15686677635986523, "alpha_spy_p3m": 0.07405274773327797, "alpha_c_p3m": 0.05636999848904933, "bench_spy_p3m": 0.08281402862658727, "bench_c_p3m": 0.1004967778708159, "ret_p6m": 0.510958886488978, "ret_signed_p6m": 0.510958886488978, "alpha_spy_p6m": 0.35201678818973714, "alpha_c_p6m": 0.3776061689033827, "bench_spy_p6m": 0.15894209829924089, "bench_c_p6m": 0.1333527175855953, "ret_p1y": 0.4963470021063239, "ret_signed_p1y": 0.4963470021063239, "alpha_spy_p1y": 0.22463676046082415, "alpha_c_p1y": 0.3493239722461634, "bench_spy_p1y": 0.27171024164549973, "bench_c_p1y": 0.14702302986016047, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.4963470021063239, "alpha_spy_stated": 0.22463676046082415, "alpha_c_stated": 0.3493239722461634, "price_path": [-0.2197, -0.1901, -0.1286, -0.1546, -0.122, -0.164, -0.2086, -0.1715, -0.1701, -0.1264, -0.0222, 0.0121, -0.0444, -0.0406, -0.0743, -0.0897, -0.057, -0.0068, -0.0612, -0.159, -0.1806, -0.2207, -0.0439, -0.1135, -0.1138, -0.1136, -0.1074, -0.1516, -0.1522, -0.1522, -0.2009, -0.1641, -0.1193, -0.0885, 0.0009, 0.0041, 0.0257, -0.0089, -0.0147, 0.0088, -0.0156, -0.0328, -0.0298, 0.0004, 0.0476, 0.1183, 0.1734, 0.2212, 0.2041, 0.2293, 0.2016, 0.2077, 0.1753, 0.1979, 0.1919, 0.1919, 0.2746, 0.2536, 0.259, 0.2169, 0.2037, 0.2092, 0.1663, 0.0, 0.0367, 0.0839, 0.1454, 0.1466, 0.1209, 0.1426, 0.1561, 0.1112, 0.1312, 0.1312, 0.1316, 0.2247, 0.1959, 0.1505, 0.1443, 0.1367, 0.1158, 0.0562, 0.1087, 0.1077, 0.1077, 0.0325, 0.046, 0.0393, 0.0884, 0.1012, 0.1131, 0.0916, 0.1299, 0.1219, 0.1579, 0.1538, 0.1665, 0.1681, 0.0724, 0.1102, 0.1436, 0.1282, 0.1206, 0.0828, 0.063, 0.0863, 0.0844, 0.1237, 0.132, 0.1579, 0.1908, 0.1972, 0.1921, 0.1787, 0.1611, 0.1772, 0.1567, 0.1377, 0.1244, 0.1943, 0.2174, 0.2352, 0.228, 0.2152, 0.1727, 0.1727, 0.1569, 0.1735, 0.1891, 0.2323, 0.2167, 0.2187, 0.2216, 0.2954, 0.3907, 0.4403, 0.4809, 0.4958, 0.4642, 0.4966, 0.5251, 0.4958, 0.5553, 0.4871, 0.5469, 0.5568, 0.5621, 0.6138, 0.5314, 0.5098, 0.592, 0.5212, 0.5409, 0.5298, 0.4524, 0.5311, 0.5077, 0.5285, 0.506, 0.5431, 0.5716, 0.5546, 0.5419, 0.577, 0.5234, 0.5891, 0.6177, 0.621, 0.5458, 0.6037, 0.6451, 0.5604, 0.623, 0.5662, 0.5087, 0.5639, 0.5442, 0.5125, 0.412, 0.4203, 0.4363, 0.4094, 0.419, 0.3882, 0.3737, 0.4674, 0.4731, 0.4983, 0.4983, 0.511]}
{"unit_id": "reply:1890122805074882682", "ticker_idx": 0, "ts": "2025-02-13T19:36:08+00:00", "symbol": "COIN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have calls. The house always wins. Even btc is down, it's 100% since begin or Q4.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long COIN via calls; disagrees with parent's short thesis, cites Coinbase's strong performance even with BTC down.", "resolved_tickers": ["COIN"], "resolution_method": "exchange_ticker", "resolution_reason": "COIN = Coinbase; context confirms crypto exchange casino analogy", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KSM_Capital I have calls. The house always wins. Even btc is down, it's 100% since begin or Q4.", "reply_text": null, "parent_text": "I’d probably short $COIN right here.\n\nTheir earnings will be great, but since $BTC is down, I wouldn’t be surprised if it dips after it reports. \n\nI’m not shorting it.\n\nI could be wrong.\n\nJust sharing my thoughts.", "quoted_text": null, "parent_author": "KinggTrades", "ret_m1d": -0.07785714197968407, "ret_signed_m1d": -0.07785714197968407, "alpha_spy_m1d": -0.06740973440514808, "alpha_c_m1d": -0.07128071160551175, "bench_spy_m1d": -0.010447407574535994, "bench_c_m1d": -0.006576430374172326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0798362650110539, "ret_signed_p1d": -0.0798362650110539, "alpha_spy_p1d": -0.07978698622743352, "alpha_c_p1d": -0.08177046041157465, "bench_spy_p1d": -4.927878362037674e-05, "bench_c_p1d": 0.0019341954005207551, "ret_p1w": -0.13927741791240955, "ret_signed_p1w": -0.13927741791240955, "alpha_spy_p1w": -0.14034342796304144, "alpha_c_p1w": -0.1332812008822839, "bench_spy_p1w": 0.0010660100506318937, "bench_c_p1w": -0.00599621703012565, "ret_p1m": -0.3857300858230789, "ret_signed_p1m": -0.3857300858230789, "alpha_spy_p1m": -0.30877790528272075, "alpha_c_p1m": -0.3242212836191586, "bench_spy_p1m": -0.07695218054035813, "bench_c_p1m": -0.0615088022039203, "ret_p3m": -0.13823754144457456, "ret_signed_p3m": -0.13823754144457456, "alpha_spy_p3m": -0.1035917057206942, "alpha_c_p3m": -0.12983391820881474, "bench_spy_p3m": -0.03464583572388036, "bench_c_p3m": -0.008403623235759827, "ret_p6m": 0.04169609809849395, "ret_signed_p6m": 0.04169609809849395, "alpha_spy_p6m": -0.009566054746984243, "alpha_c_p6m": 0.03170252881525548, "bench_spy_p6m": 0.05126215284547819, "bench_c_p6m": 0.009993569283238468, "ret_p1y": -0.36982989553735546, "ret_signed_p1y": -0.36982989553735546, "alpha_spy_p1y": -0.5237443363692668, "alpha_c_p1y": -0.42944306249406583, "bench_spy_p1y": 0.1539144408319113, "bench_c_p1y": 0.05961316695671037, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3857300858230789, "alpha_spy_stated": -0.30877790528272075, "alpha_c_stated": -0.3242212836191586, "price_path": [0.0916, 0.0888, 0.0735, -0.0097, 0.0219, 0.0473, -0.0162, 0.0432, 0.0432, -0.0064, 0.0144, 0.0377, 0.1101, 0.0753, 0.1527, 0.0416, 0.0145, 0.0527, 0.0498, 0.0418, 0.0577, 0.0454, -0.0612, -0.0811, -0.0651, -0.1005, -0.062, -0.062, -0.0795, -0.1087, -0.1427, -0.1671, -0.1671, -0.1372, -0.0921, -0.0347, -0.1133, -0.1278, -0.1278, -0.1319, -0.1574, -0.1434, -0.0778, -0.0553, -0.0088, -0.0088, -0.0131, -0.0076, -0.007, -0.0004, -0.0675, -0.0546, -0.0239, 0.0107, -0.0227, -0.046, -0.0594, -0.0771, -0.0931, -0.0792, -0.06, -0.1047, -0.0779, 0.0, -0.0798, -0.0798, -0.1123, -0.1323, -0.1393, -0.2104, -0.2383, -0.2872, -0.2856, -0.301, -0.2767, -0.3098, -0.287, -0.2538, -0.2816, -0.2706, -0.3988, -0.357, -0.3568, -0.4046, -0.3857, -0.3661, -0.3924, -0.3635, -0.3614, -0.3631, -0.3189, -0.3149, -0.3494, -0.3674, -0.4166, -0.4223, -0.4146, -0.3863, -0.4272, -0.4614, -0.4724, -0.4919, -0.406, -0.431, -0.4113, -0.4077, -0.4111, -0.4223, -0.4129, -0.4129, -0.413, -0.3627, -0.3465, -0.3161, -0.2968, -0.3114, -0.3085, -0.3194, -0.3247, -0.3126, -0.3311, -0.3395, -0.3406, -0.3073, -0.3314, -0.3049, -0.1382, -0.1164, -0.18, -0.1062, -0.1145, -0.1232, -0.1312, -0.0878, -0.1172, -0.1172, -0.1064, -0.147, -0.1653, -0.1727, -0.1724, -0.1315, -0.1413, -0.1808, -0.1571, -0.1391, -0.1448, -0.1591, -0.1914, -0.1858, -0.1226, -0.1485, -0.0095, -0.0095, 0.0345, 0.0318, 0.1567, 0.1921, 0.2582, 0.1856, 0.1757, 0.1249, 0.189, 0.1935, 0.1935, 0.1979, 0.1902, 0.2541, 0.3048, 0.2984, 0.3217, 0.3016, 0.3357, 0.3778, 0.4081, 0.3875, 0.3567, 0.3344, 0.3307, 0.3138, 0.273, 0.246, 0.2662, 0.2672, 0.0556, 0.0673, -0.0004, 0.0183, 0.0425, 0.0417]}
{"unit_id": "reply:1922747432829419733", "ticker_idx": 0, "ts": "2025-05-14T20:14:45+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "87% $RKLB and 13% $ACHR in IRA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 87% RKLB and 13% ACHR in IRA; large committed allocation implies bullish on both.", "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": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio perfecto. mine: 87% $RKLB and 13% $ACHR in IRA", "reply_text": null, "parent_text": "2 years of studying space stocks and I have finally reached my perfect portfolio allocation:\n\n$RKLB 100% 😂\n\nThat is all I need.", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": -0.04321967415798911, "ret_signed_m1d": -0.04321967415798911, "alpha_spy_m1d": -0.038359234133447884, "alpha_c_m1d": -0.032246347127718566, "bench_spy_m1d": -0.004860440024541224, "bench_c_m1d": -0.010973327030270541, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013877890206142718, "ret_signed_p1d": 0.013877890206142718, "alpha_spy_p1d": 0.007543951099799884, "alpha_c_p1d": 0.002482105297616277, "bench_spy_p1d": 0.006333939106342834, "bench_c_p1d": 0.01139578490852644, "ret_p1w": 0.023790658120756314, "ret_signed_p1w": 0.023790658120756314, "alpha_spy_p1w": 0.03627237041117681, "alpha_c_p1w": 0.02991051773039166, "bench_spy_p1w": -0.012481712290420499, "bench_c_p1w": -0.0061198596096353475, "ret_p1m": 0.007533724791063179, "ret_signed_p1m": 0.007533724791063179, "alpha_spy_p1m": -0.0035424138216253453, "alpha_c_p1m": 0.00408677820515857, "bench_spy_p1m": 0.011076138612688524, "bench_c_p1m": 0.003446946585904609, "ret_p3m": 0.7220460542272391, "ret_signed_p3m": 0.7220460542272391, "alpha_spy_p3m": 0.6303717066439316, "alpha_c_p3m": 0.6502794682026998, "bench_spy_p3m": 0.0916743475833075, "bench_c_p3m": 0.07176658602453934, "ret_p6m": 1.0475813162415126, "ret_signed_p6m": 1.0475813162415126, "alpha_spy_p6m": 0.9047109207427027, "alpha_c_p6m": 0.9612553094008356, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.08632600684067704, "ret_p1y": 2.184377468086131, "ret_signed_p1y": 2.184377468086131, "alpha_spy_p1y": 1.9544195765954966, "alpha_c_p1y": 1.9654388362542463, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.2189386318318849, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007533724791063179, "alpha_spy_stated": -0.0035424138216253453, "alpha_c_stated": 0.00408677820515857, "price_path": [0.111, 0.0999, 0.0282, 0.0016, -0.0662, -0.1082, -0.1959, -0.1574, -0.2137, -0.1875, -0.2601, -0.2468, -0.1911, -0.2601, -0.2546, -0.3212, -0.293, -0.2692, -0.3033, -0.2542, -0.2427, -0.2871, -0.2554, -0.2653, -0.249, -0.1987, -0.1963, -0.2292, -0.2696, -0.2617, -0.291, -0.2803, -0.2331, -0.2906, -0.3509, -0.3053, -0.3188, -0.1836, -0.2216, -0.2216, -0.2415, -0.1646, -0.208, -0.2173, -0.2173, -0.2605, -0.245, -0.1955, -0.1324, -0.1126, -0.1011, -0.1118, -0.136, -0.1229, -0.0884, -0.1086, -0.113, -0.1162, -0.0841, -0.1868, -0.157, -0.1344, -0.0432, 0.0, 0.0139, 0.023, 0.0309, -0.002, 0.0238, 0.0079, 0.0079, 0.1404, 0.1471, 0.0845, 0.0623, 0.0547, 0.0595, 0.067, 0.0488, 0.1467, 0.1753, 0.0773, 0.0849, 0.0468, 0.0075, 0.0527, 0.0476, 0.1043, 0.1043, 0.1911, 0.2998, 0.3267, 0.2827, 0.433, 0.4029, 0.4183, 0.3612, 0.4148, 0.414, 0.414, 0.5416, 0.5361, 0.5519, 0.5504, 0.5476, 0.7133, 0.7684, 0.891, 1.0353, 1.0377, 0.8711, 0.8588, 0.9489, 0.9084, 0.8807, 0.7887, 0.7363, 0.8414, 0.8208, 0.7768, 0.7661, 0.7744, 0.7486, 0.753, 0.772, 0.7851, 0.722, 0.705, 0.6975, 0.7554, 0.7831, 0.6225, 0.6134, 0.6467, 0.7597, 0.8723, 0.9084, 0.8339, 0.8997, 0.927, 0.927, 0.9552, 0.726, 0.7046, 0.8176, 0.8925, 0.8648, 0.8307, 0.9203, 1.115, 1.1427, 0.8733, 0.9064, 0.8707, 0.8949, 0.975, 1.0979, 0.9306, 0.8489, 0.8343, 0.864, 0.8997, 0.9021, 1.0805, 1.2268, 1.3196, 1.4389, 1.5896, 1.6336, 1.548, 1.594, 1.6975, 1.7466, 1.6566, 1.6277, 1.6705, 1.5932, 1.4015, 1.5206, 1.5599, 1.6019, 1.5278, 1.6233, 1.4155, 1.4972, 1.4322, 1.2431, 1.2371, 0.9671, 1.0476]}
{"unit_id": "reply:1922747432829419733", "ticker_idx": 1, "ts": "2025-05-14T20:14:45+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "13% $ACHR in IRA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 87% RKLB and 13% ACHR in IRA; large committed allocation implies bullish on both.", "resolved_tickers": ["ACHR"], "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": "@AlvaroMysterio perfecto. mine: 87% $RKLB and 13% $ACHR in IRA", "reply_text": null, "parent_text": "2 years of studying space stocks and I have finally reached my perfect portfolio allocation:\n\n$RKLB 100% 😂\n\nThat is all I need.", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": -0.028712013112670243, "ret_signed_m1d": -0.028712013112670243, "alpha_spy_m1d": -0.02385157308812902, "alpha_c_m1d": -0.0177386860823997, "bench_spy_m1d": -0.004860440024541224, "bench_c_m1d": -0.010973327030270541, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.091058297667034, "ret_signed_p1d": 0.091058297667034, "alpha_spy_p1d": 0.08472435856069116, "alpha_c_p1d": 0.07966251275850755, "bench_spy_p1d": 0.006333939106342834, "bench_c_p1d": 0.01139578490852644, "ret_p1w": -0.13043472138196566, "ret_signed_p1w": -0.13043472138196566, "alpha_spy_p1w": -0.11795300909154516, "alpha_c_p1w": -0.12431486177233031, "bench_spy_p1w": -0.012481712290420499, "bench_c_p1w": -0.0061198596096353475, "ret_p1m": -0.18047579040162365, "ret_signed_p1m": -0.18047579040162365, "alpha_spy_p1m": -0.19155192901431217, "alpha_c_p1m": -0.18392273698752826, "bench_spy_p1m": 0.011076138612688524, "bench_c_p1m": 0.003446946585904609, "ret_p3m": -0.15914681272879094, "ret_signed_p3m": -0.15914681272879094, "alpha_spy_p3m": -0.25082116031209845, "alpha_c_p3m": -0.23091339875333028, "bench_spy_p3m": 0.0916743475833075, "bench_c_p3m": 0.07176658602453934, "ret_p6m": -0.3289581142939981, "ret_signed_p6m": -0.3289581142939981, "alpha_spy_p6m": -0.4718285097928081, "alpha_c_p6m": -0.41528412113467517, "bench_spy_p6m": 0.14287039549880998, "bench_c_p6m": 0.08632600684067704, "ret_p1y": -0.5266611829739634, "ret_signed_p1y": -0.5266611829739634, "alpha_spy_p1y": -0.756619074464598, "alpha_c_p1y": -0.7455998148058482, "bench_spy_p1y": 0.2299578914906346, "bench_c_p1y": 0.2189386318318849, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18047579040162365, "alpha_spy_stated": -0.19155192901431217, "alpha_c_stated": -0.18392273698752826, "price_path": [-0.1509, -0.1247, -0.1747, -0.169, -0.251, -0.315, -0.3626, -0.3265, -0.3503, -0.2715, -0.3536, -0.3454, -0.3331, -0.3798, -0.3831, -0.4422, -0.4413, -0.3864, -0.4053, -0.3519, -0.3183, -0.3347, -0.3142, -0.3208, -0.2847, -0.2674, -0.2789, -0.3331, -0.3552, -0.4044, -0.4167, -0.429, -0.4094, -0.4307, -0.4914, -0.4537, -0.475, -0.3905, -0.4241, -0.4233, -0.4053, -0.4159, -0.4217, -0.4069, -0.4069, -0.4143, -0.3979, -0.3396, -0.2978, -0.2953, -0.3002, -0.2625, -0.3167, -0.3043, -0.2379, -0.2871, -0.3002, -0.2978, -0.2814, -0.2773, -0.2551, -0.0845, -0.0287, 0.0, 0.0911, -0.0656, -0.0738, -0.1124, -0.1304, -0.1313, -0.1313, -0.1042, -0.1017, -0.1304, -0.1723, -0.2018, -0.2026, -0.2092, -0.2322, -0.1641, -0.0763, -0.0664, -0.0016, -0.0377, -0.1805, -0.1485, -0.1862, -0.1632, -0.1632, -0.1764, -0.1797, -0.1198, -0.1854, -0.1313, -0.1411, -0.1099, -0.1895, -0.1813, -0.1657, -0.1657, -0.178, -0.1493, -0.1427, -0.1157, -0.1378, -0.114, -0.0763, -0.0082, 0.0993, 0.0902, -0.0279, -0.0984, -0.0681, -0.0984, -0.0804, -0.1148, -0.1641, -0.1674, -0.1772, -0.2092, -0.1444, -0.1526, -0.192, -0.1961, -0.2026, -0.2174, -0.1591, -0.1632, -0.1805, -0.1944, -0.192, -0.2379, -0.2428, -0.2305, -0.2067, -0.2313, -0.2395, -0.2494, -0.2453, -0.2658, -0.2658, -0.2945, -0.3117, -0.3068, -0.3027, -0.3019, -0.3084, -0.3232, -0.3035, -0.2822, -0.2518, -0.2527, -0.2617, -0.2412, -0.1911, -0.2166, -0.1797, -0.2034, -0.2346, -0.2387, -0.2084, -0.2141, -0.1952, -0.1649, -0.0509, 0.119, 0.0238, 0.0221, 0.0386, -0.018, 0.0476, 0.0681, 0.0689, -0.0263, -0.0779, -0.0172, -0.064, -0.1091, -0.105, -0.0738, -0.0697, -0.0861, -0.0829, -0.1009, -0.0796, -0.1452, -0.2158, -0.2149, -0.2715, -0.329]}
{"unit_id": "reply:1884774845738618930", "ticker_idx": 0, "ts": "2025-01-30T01:25:15+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": "$200k to $300k EOY. Most of the runup will be in few weeks period. Hold is the best strategy.", "tweet_type": "prediction", "timeline": "months", "summary": "Long BTC to $200k–$300k EOY; expects a concentrated multi-week surge, recommends holding.", "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": "@WBigbucks $200k to $300k EOY. Most of the runup will be in few weeks period. You won't be able to time it. Hold is the best strategy.", "reply_text": null, "parent_text": "@DeepValueBagger Deb any thoughts on bitcoin ?", "quoted_text": null, "parent_author": "WBigbucks", "ret_m1d": -0.009854306082170416, "ret_signed_m1d": -0.009854306082170416, "alpha_spy_m1d": -0.004515875610894837, "alpha_c_m1d": -0.004515875610894837, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.005338430471275579, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022249243050878498, "ret_signed_p1d": -0.022249243050878498, "alpha_spy_p1d": -0.016927331968902615, "alpha_c_p1d": -0.016927331968902615, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.005321911081975883, "ret_p1w": -0.0777389041526485, "ret_signed_p1w": -0.0777389041526485, "alpha_spy_p1w": -0.0798545146369406, "alpha_c_p1w": -0.0798545146369406, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": 0.0021156104842920964, "ret_p1m": -0.19441674357806316, "ret_signed_p1m": -0.19441674357806316, "alpha_spy_p1m": -0.1764675549622412, "alpha_c_p1m": -0.1764675549622412, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.017949188615821954, "ret_p3m": -0.09978025706022753, "ret_signed_p3m": -0.09978025706022753, "alpha_spy_p3m": -0.018707095968375942, "alpha_c_p3m": -0.018707095968375942, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.08107316109185159, "ret_p6m": 0.12317315697406528, "ret_signed_p6m": 0.12317315697406528, "alpha_spy_p6m": 0.06389502145289438, "alpha_c_p6m": 0.06389502145289438, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": 0.059278135521170894, "ret_p1y": -0.11630950016182906, "ret_signed_p1y": -0.11630950016182906, "alpha_spy_p1y": -0.27289791998784607, "alpha_c_p1y": -0.27289791998784607, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.156588419826017, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19441674357806316, "alpha_spy_stated": -0.1764675549622412, "alpha_c_stated": -0.1764675549622412, "price_path": [-0.3525, -0.3378, -0.2778, -0.2753, -0.2692, -0.1531, -0.1602, -0.1351, -0.1669, -0.1305, -0.1355, -0.1183, -0.0993, -0.0595, -0.0548, -0.1111, -0.1217, -0.0838, -0.0867, -0.0694, -0.0847, -0.0834, -0.057, -0.0777, -0.046, -0.0697, -0.077, -0.034, -0.0448, -0.0313, 0.0124, 0.0134, -0.0448, -0.0692, -0.0666, -0.0959, -0.0579, -0.0519, -0.0854, -0.1009, -0.1155, -0.1079, -0.0985, -0.0749, -0.0633, -0.0254, -0.0746, -0.0925, -0.117, -0.0958, -0.0976, -0.0783, -0.0404, -0.0475, -0.0026, -0.026, 0.0135, -0.0103, -0.0074, 0.0008, -0.0253, -0.0325, -0.0099, 0.0, -0.0222, -0.0318, -0.0655, -0.0775, -0.0777, -0.0784, -0.0697, -0.0858, -0.0654, -0.0774, -0.069, -0.0856, -0.0878, -0.0773, -0.0611, -0.0822, -0.1272, -0.1528, -0.1947, -0.1913, -0.1944, -0.1783, -0.1672, -0.1347, -0.1411, -0.1718, -0.2502, -0.2088, -0.2006, -0.226, -0.1983, -0.1973, -0.2102, -0.1707, -0.1964, -0.1976, -0.1646, -0.1648, -0.1703, -0.1676, -0.1946, -0.2118, -0.1868, -0.2124, -0.2065, -0.1995, -0.2435, -0.2718, -0.2116, -0.2397, -0.2037, -0.1928, -0.2011, -0.1977, -0.1894, -0.1937, -0.1644, -0.1078, -0.1054, -0.103, -0.0956, -0.0932, -0.0998, -0.1005, -0.0787, -0.0747, -0.0954, -0.0757, -0.0735, -0.0143, -0.0168, -0.0184, -0.0054, -0.0114, -0.0095, -0.0119, 0.0083, 0.0196, 0.0472, 0.0662, 0.0244, 0.0449, 0.0407, 0.0293, 0.0087, -0.007, 0.0109, 0.0067, -0.0, -0.0302, -0.0033, 0.0531, 0.0527, 0.0377, 0.0114, 0.0129, 0.0197, -0.0013, 0.0014, -0.0005, -0.0136, 0.008, 0.0125, 0.0251, 0.0212, 0.0225, 0.0229, 0.0092, 0.0394, 0.0469, 0.0315, 0.034, 0.0402, 0.0629, 0.1074, 0.122, 0.1443, 0.1245, 0.1337, 0.139, 0.1267, 0.1213, 0.1457, 0.1339, 0.1302, 0.1232]}
{"unit_id": "reply:1912919944020316351", "ticker_idx": 0, "ts": "2025-04-17T17:23:49+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I'm bias toward the up... overall negative deliveries priced in", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Leans bullish on TSLA: negative delivery numbers already priced in, China was good, energy delivery solid.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@dezod80 win/win. I'm bias toward the up... no one knows EU/US true numbers, China was good. Energy delivery is good...  overall negative deliveries priced in.", "reply_text": null, "parent_text": "@DeepValueBagger say poor earnings is priced in already + we get good guidance ,if we go upward then more juicy premiums or safer strikes … if we go lower then easy DCA. happy to wait on the sidelines with my shares 🚀", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": 0.0007457759382349938, "ret_signed_m1d": 0.0007457759382349938, "alpha_spy_m1d": 0.0021705780056207047, "alpha_c_m1d": 0.007002302244146552, "bench_spy_m1d": -0.001424802067385711, "bench_c_m1d": -0.006256526305911558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.0751543895902651, "ret_signed_p1w": 0.0751543895902651, "alpha_spy_p1w": 0.03662911969444682, "alpha_c_p1w": 0.02817479492752506, "bench_spy_p1w": 0.03852526989581828, "bench_c_p1w": 0.04697959466274004, "ret_p1m": 0.4499731452387419, "ret_signed_p1m": 0.4499731452387419, "alpha_spy_p1m": 0.3211952827922233, "alpha_c_p1m": 0.2759168211251952, "bench_spy_p1m": 0.12877786244651857, "bench_c_p1m": 0.17405632411354666, "ret_p3m": 0.28756682713777293, "ret_signed_p3m": 0.28756682713777293, "alpha_spy_p3m": 0.10221851429601236, "alpha_c_p3m": 0.1034469320357636, "bench_spy_p3m": 0.18534831284176057, "bench_c_p3m": 0.18411989510200932, "ret_p6m": 0.7130960707590086, "ret_signed_p6m": 0.7130960707590086, "alpha_spy_p6m": 0.46546340208639436, "alpha_c_p6m": 0.4744730069154768, "bench_spy_p6m": 0.24763266867261424, "bench_c_p6m": 0.23862306384353182, "ret_p1y": 0.4617392984282125, "ret_signed_p1y": 0.4617392984282125, "alpha_spy_p1y": 0.19564687159570227, "alpha_c_p1y": 0.27617456657496886, "bench_spy_p1y": 0.2660924268325102, "bench_c_p1y": 0.18556473185324363, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4499731452387419, "alpha_spy_stated": 0.3211952827922233, "alpha_c_stated": 0.2759168211251952, "price_path": [0.767, 0.7569, 0.7198, 0.7085, 0.6845, 0.6454, 0.6493, 0.612, 0.6584, 0.6763, 0.5896, 0.6249, 0.5668, 0.5508, 0.4982, 0.4531, 0.361, 0.3942, 0.4747, 0.4743, 0.4743, 0.4671, 0.4938, 0.4683, 0.3995, 0.3694, 0.2545, 0.2048, 0.1681, 0.2138, 0.1793, 0.1271, 0.1563, 0.0915, 0.0882, -0.0796, -0.0447, 0.0278, -0.0029, 0.0357, -0.0139, -0.0665, -0.0228, -0.0212, 0.0304, 0.1534, 0.1938, 0.1271, 0.1316, 0.0919, 0.0737, 0.1122, 0.1715, 0.1073, -0.008, -0.0335, -0.0808, 0.1277, 0.0457, 0.0453, 0.0455, 0.0528, 0.0007, 0.0, 0.0, -0.0575, -0.0141, 0.0388, 0.0752, 0.1806, 0.1844, 0.2099, 0.169, 0.1622, 0.1899, 0.1611, 0.1408, 0.1444, 0.18, 0.2357, 0.3191, 0.3841, 0.4404, 0.4203, 0.45, 0.4173, 0.4245, 0.3863, 0.4129, 0.4059, 0.4059, 0.5035, 0.4786, 0.485, 0.4354, 0.4198, 0.4263, 0.3757, 0.1795, 0.2228, 0.2785, 0.351, 0.3524, 0.3221, 0.3478, 0.3636, 0.3106, 0.3343, 0.3343, 0.3347, 0.4446, 0.4106, 0.357, 0.3497, 0.3408, 0.3161, 0.2458, 0.3077, 0.3065, 0.3065, 0.2178, 0.2338, 0.2258, 0.2838, 0.2989, 0.3129, 0.2876, 0.3327, 0.3233, 0.3657, 0.3609, 0.3759, 0.3778, 0.2649, 0.3094, 0.3489, 0.3307, 0.3218, 0.2772, 0.2538, 0.2813, 0.279, 0.3254, 0.3352, 0.3657, 0.4046, 0.4121, 0.4061, 0.3903, 0.3695, 0.3886, 0.3643, 0.3419, 0.3262, 0.4087, 0.436, 0.457, 0.4484, 0.4334, 0.3832, 0.3832, 0.3645, 0.3841, 0.4025, 0.4535, 0.4351, 0.4375, 0.4409, 0.528, 0.6404, 0.6988, 0.7468, 0.7643, 0.727, 0.7652, 0.7989, 0.7643, 0.8345, 0.7541, 0.8246, 0.8362, 0.8425, 0.9036, 0.8064, 0.7808, 0.8778, 0.7943, 0.8175, 0.8044, 0.7131]}
{"unit_id": "thread:1927101628177355076", "ticker_idx": 0, "ts": "2025-05-26T20:36:46+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I project that $INTC can hit $60-$100 within next year, I will make 5x to 10X my on my bet. I hold 30 Jan 2025 $INTC leaps, and 150 Dec 2026 Leaps. I plan to acquire more leaps next week.", "tweet_type": "prediction", "timeline": "months", "summary": "Long INTC via leaps with $60–$100 target in ~1 year; deep value at 1.65x P/S, new CEO turnaround thesis, adding more leaps next week.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "No one is talking about $INTC because it fell out of favor. It missed the mobile, lost Apple, and AI. However, $INTC stands out as the most deep undervalued play with asymmetric risks/rewards.\n\nRisks\nOf all the stocks that has been going up lately which I won't name, the valuation is getting overpriced and I can't justify opening new position. However, for $INTC, you are paying $1.65 for P/S, and its total equity value is worth $106B with  $48Bil in retained earnings, on a $87b valuation. Sure! Growth rate is bad, but when you look at the downside risk, every $1 share you pay, you get $1.21 in value -- that's insanely good and currently near break even, which is even better.  Meanwhile you're looking at other growth companies earning $15m on Q, valued at $5bil with a high burn rate. \n\nReward\nSales growth is the biggest risk we're betting on. If the new CEO Lip-Bu Tan can turn around the company, we can see valuation dramatically changes.\n\n- New CEO LPT invested $25m of his personal money.  He successfully turn around Cadence 32X in stock value, and after that turned investor, who built a lot of relationships in the Semi industry.  I like this guy (except he's not on X, boo);  We're seeing shift toward product/eng with Eng team now reports directly to him. I can go deep here, how eng can be disconnected with reality and the company becomes bloated. LPT is very customer oriented and this is a good move for Intel.\n\n- Most of servers, and PCs you see still prefer Intel chips, so they are the leader in this business despite perception, and that goes back to Intel's brand, and history. \n\n- Panther Lake (2nm) will be produced via its new state of the art 18A in second half 2025.\n\n- Macro influence  - Made in the US, AI, Semi / Intel is uniquely positioned having built these factories in the past few years.\n\nDYOR/NFA. This is not the kind of stock you will hear people talking until it starts to make crazy move, or hear day to day. This is a long term bet as the company executes. I project that $INTC can hit $60-$100 within next year, I will make 5x to 10X my on my bet. I hold 30 Jan 2025 $INTC leaps, and 150 Dec 2026 Leaps - remains less 1% of my portfolio.\n\n---\n\nI plan to acquire more leaps next week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024330901146618178, "ret_signed_m1d": -0.024330901146618178, "alpha_spy_m1d": -0.003963769908571058, "alpha_c_m1d": 0.006407537425303311, "bench_spy_m1d": -0.02036713123804712, "bench_c_m1d": -0.03073843857192149, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008759046448164054, "ret_signed_p1d": -0.008759046448164054, "alpha_spy_p1d": -0.0029736994079612167, "alpha_c_p1d": 0.0018952960595997048, "bench_spy_p1d": -0.005785347040202837, "bench_c_p1d": -0.010654342507763759, "ret_p1w": -0.012651986919022029, "ret_signed_p1w": -0.012651986919022029, "alpha_spy_p1w": -0.021008576043583194, "alpha_c_p1w": -0.02824573604817604, "bench_spy_p1w": 0.008356589124561165, "bench_c_p1w": 0.015593749129154011, "ret_p1m": 0.08029204803585777, "ret_signed_p1m": 0.08029204803585777, "alpha_spy_p1m": 0.05024082631370974, "alpha_c_p1m": -0.0431108284204309, "bench_spy_p1m": 0.030051221722148025, "bench_c_p1m": 0.12340287645628867, "ret_p3m": 0.20681265974625496, "ret_signed_p3m": 0.20681265974625496, "alpha_spy_p3m": 0.11196756142906894, "alpha_c_p3m": 0.008135208315868336, "bench_spy_p3m": 0.09484509831718602, "bench_c_p3m": 0.19867745143038662, "ret_p6m": 0.7085159082163384, "ret_signed_p6m": 0.7085159082163384, "alpha_spy_p6m": 0.5811685426034712, "alpha_c_p6m": 0.3228767957487244, "bench_spy_p6m": 0.1273473656128672, "bench_c_p6m": 0.38563911246761395, "ret_p1y": 4.641362754705304, "ret_signed_p1y": 4.641362754705304, "alpha_spy_p1y": 4.361236514864683, "alpha_c_p1y": 3.2731560555370542, "bench_spy_p1y": 0.28012623984062035, "bench_c_p1y": 1.3682066991682493, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08029204803585777, "alpha_spy_stated": 0.05024082631370974, "alpha_c_stated": -0.0431108284204309, "price_path": [0.1236, 0.1547, 0.1066, 0.038, 0.0127, 0.0097, 0.0044, -0.0302, -0.0375, 0.0063, 0.1533, 0.1703, 0.2501, 0.2613, 0.1737, 0.1659, 0.1805, 0.1786, 0.1776, 0.1397, 0.1494, 0.1051, 0.1051, 0.073, 0.0696, 0.0915, -0.0341, -0.0477, -0.1178, 0.0477, -0.0326, -0.0394, -0.0117, -0.0341, -0.0642, -0.0788, -0.0788, -0.0832, -0.0506, 0.0019, 0.0457, -0.0243, -0.0019, -0.0102, -0.0219, -0.0277, 0.0034, -0.0136, -0.0297, -0.0117, 0.0219, 0.0423, 0.0793, 0.0978, 0.0472, 0.0487, 0.054, 0.0404, 0.035, 0.0068, 0.0, -0.0243, -0.0243, 0.0, -0.0088, -0.0146, -0.0487, -0.0394, -0.0127, -0.0146, -0.0273, -0.0238, -0.0034, 0.0745, 0.0063, 0.0107, -0.02, 0.0092, 0.0122, 0.0457, 0.0457, 0.0258, 0.0311, 0.0973, 0.0803, 0.0949, 0.1041, 0.09, 0.1119, 0.0647, 0.0944, 0.0944, 0.0706, 0.1479, 0.1406, 0.1591, 0.1401, 0.1338, 0.1153, 0.1041, 0.1095, 0.1241, 0.1319, 0.1309, 0.1431, 0.1012, 0.0073, 0.0063, -0.0068, -0.0102, -0.0365, -0.0603, -0.0511, -0.0175, -0.0068, -0.038, -0.0292, 0.0049, 0.0613, 0.0813, 0.1611, 0.1951, 0.1513, 0.2316, 0.1455, 0.1436, 0.2068, 0.1946, 0.1849, 0.2092, 0.2131, 0.1849, 0.1849, 0.1781, 0.1679, 0.1976, 0.1917, 0.1912, 0.1893, 0.2054, 0.1976, 0.1718, 0.2054, 0.2297, 0.2117, 0.4876, 0.4394, 0.3995, 0.4277, 0.5192, 0.654, 0.7275, 0.6779, 0.6326, 0.7489, 0.8151, 0.7922, 0.7805, 0.8088, 0.8214, 0.8394, 0.7698, 0.8112, 0.7338, 0.8078, 0.7927, 0.801, 0.854, 0.855, 0.7966, 0.8569, 0.8628, 0.9241, 1.0209, 1.0117, 0.9543, 0.946, 0.9221, 0.8019, 0.8676, 0.8122, 0.8555, 0.871, 0.8433, 0.8438, 0.7474, 0.7285, 0.6891, 0.6706, 0.7085]}
{"unit_id": "reply:1934691721729986671", "ticker_idx": 0, "ts": "2025-06-16T19:17:05+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 vertical integration is a huge advantage. All they have to do is wait for their supplier, or partner to have cash problem, then acquire them.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB: vertical integration is a durable competitive advantage enabling opportunistic acquisitions of distressed suppliers/partners.", "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": "reply_other", "lang": "en", "tweet_text": "@TebbsMichael @SpaceInvestor_D i agree with you $RKLB vertical integration is a huge advantage. All they have to do is wait for their supplier, or partner to have cash problem, then acquire them.", "reply_text": null, "parent_text": "@DeepValueBagger @SpaceInvestor_D Just be logical and realize that this many companies in a really difficult market cannot work. Way too many and Zero Vertical integration outside of $RKLB. That's how this business works. So many of these companies will go bankrupt or be absorbed.They don't have the keys to space", "quoted_text": null, "parent_author": "TebbsMichael", "ret_m1d": -0.042937831352444555, "ret_signed_m1d": -0.042937831352444555, "alpha_spy_m1d": -0.0335133608800523, "alpha_c_m1d": -0.03611471157979551, "bench_spy_m1d": -0.009424470472392255, "bench_c_m1d": -0.0068231197726490445, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004896390376732618, "ret_signed_p1d": -0.004896390376732618, "alpha_spy_p1d": 0.003648576503754164, "alpha_c_p1d": 0.0026230079591497146, "bench_spy_p1d": -0.008544966880486782, "bench_c_p1d": -0.007519398335882332, "ret_p1w": 0.2346515902546622, "ret_signed_p1w": 0.2346515902546622, "alpha_spy_p1w": 0.23590552986899715, "alpha_c_p1w": 0.23000181804816822, "bench_spy_p1w": -0.0012539396143349535, "bench_c_p1w": 0.004649772206493985, "ret_p1m": 0.6798493316664567, "ret_signed_p1m": 0.6798493316664567, "alpha_spy_p1m": 0.6445084660003606, "alpha_c_p1m": 0.6331587325603614, "bench_spy_p1m": 0.035340865666096066, "bench_c_p1m": 0.0466905991060953, "ret_p3m": 0.8241055253053806, "ret_signed_p3m": 0.8241055253053806, "alpha_spy_p3m": 0.7297034876175632, "alpha_c_p3m": 0.7570230630847798, "bench_spy_p3m": 0.09440203768781741, "bench_c_p3m": 0.06708246222060077, "ret_p6m": 1.0124294478545237, "ret_signed_p6m": 1.0124294478545237, "alpha_spy_p6m": 0.872589814510164, "alpha_c_p6m": 0.9377128540609119, "bench_spy_p6m": 0.13983963334435967, "bench_c_p6m": 0.07471659379361184, "ret_p1y": 3.320150668333543, "ret_signed_p1y": 3.320150668333543, "alpha_spy_p1y": 3.054327485732104, "alpha_c_p1y": 3.0920251590226657, "bench_spy_p1y": 0.265823182601439, "bench_c_p1y": 0.22812550931087738, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6798493316664567, "alpha_spy_stated": 0.6445084660003606, "alpha_c_stated": 0.6331587325603614, "price_path": [-0.2927, -0.3021, -0.2866, -0.2388, -0.2365, -0.2678, -0.3062, -0.2987, -0.3266, -0.3164, -0.2716, -0.3262, -0.3834, -0.3401, -0.3529, -0.2245, -0.2606, -0.2606, -0.2795, -0.2064, -0.2476, -0.2565, -0.2565, -0.2976, -0.2829, -0.2358, -0.1759, -0.1571, -0.1461, -0.1563, -0.1793, -0.1669, -0.1341, -0.1533, -0.1574, -0.1605, -0.1299, -0.2275, -0.1992, -0.1778, -0.0911, -0.0501, -0.0369, -0.0282, -0.0207, -0.052, -0.0275, -0.0426, -0.0426, 0.0832, 0.0896, 0.0301, 0.009, 0.0019, 0.0064, 0.0136, -0.0038, 0.0893, 0.1164, 0.0234, 0.0305, -0.0056, -0.0429, 0.0, -0.0049, 0.049, 0.049, 0.1315, 0.2347, 0.2603, 0.2185, 0.3612, 0.3326, 0.3473, 0.293, 0.3439, 0.3431, 0.3431, 0.4644, 0.4591, 0.4742, 0.4727, 0.4701, 0.6275, 0.6798, 0.7962, 0.9333, 0.9356, 0.7774, 0.7657, 0.8512, 0.8128, 0.7864, 0.6991, 0.6493, 0.7492, 0.7296, 0.6878, 0.6776, 0.6855, 0.661, 0.6652, 0.6832, 0.6957, 0.6358, 0.6196, 0.6124, 0.6674, 0.6938, 0.5412, 0.5326, 0.5642, 0.6716, 0.7785, 0.8128, 0.742, 0.8045, 0.8305, 0.8305, 0.8573, 0.6395, 0.6192, 0.7266, 0.7977, 0.7714, 0.739, 0.8241, 1.009, 1.0354, 0.7795, 0.8109, 0.777, 0.8, 0.8761, 0.9928, 0.8339, 0.7563, 0.7424, 0.7706, 0.8045, 0.8068, 0.9763, 1.1153, 1.2034, 1.3168, 1.4599, 1.5017, 1.4203, 1.464, 1.5623, 1.609, 1.5235, 1.496, 1.5367, 1.4633, 1.2812, 1.3944, 1.4316, 1.4716, 1.4011, 1.4919, 1.2945, 1.3721, 1.3104, 1.1307, 1.125, 0.8685, 0.945, 0.9548, 0.9299, 0.8821, 0.7043, 0.7153, 0.6313, 0.6113, 0.6429, 0.487, 0.5179, 0.5989, 0.6045, 0.5793, 0.5793, 0.5872, 0.5205, 0.5782, 0.6844, 0.8595, 0.8476, 0.942, 1.0124]}
{"unit_id": "thread:1934721311755980967", "ticker_idx": 0, "ts": "2025-06-16T21:14:40+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I acquired 2100 shares, now total 2600 shares to $CRCL. I'm getting very bullish with it because the business model is so easy to understand and the operating expense is so low", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Accumulated 2,600 shares of Circle; high conviction long on USDC reserve yield model scaling to $6-8B revenue as circulation grows to $150-200B over 3-5 years.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Today, I acquired 2100 shares, now total 2600 shares to $CRCL. I'm getting very bullish with it because the business model is so easy to understand and the operating expense is so low, and capex is also minimal.\n\nThe business model works as follows:\n\n> When users purchase USDC, Circle takes their dollars and mints new USDC tokens\n\n> These dollars are deposited into segregated reserve accounts holding Treasury bills and cash deposits\n\n> Circle earns yield on these reserves, primarily through the Circle Reserve Fund, which invests in Treasury bills and reverse repo agreements\n\n> In an environment with 5% interest rates, $60 billion in reserves could produce $3 billion in gross income annually\n\nIf USDC circulation expands to between $150 billion and $200 billion over the next 3-5 years, gross revenue from reserves could potentially reach $6-8 billion annually.\n\nCongress recently passed law to allow bank to hold stable coin (super bullish)\n\nFeel free to read more on DD on my session with Perplexity https://t.co/eByp9VdGTM\n\n---\n\nGENIUS Act to allow Banks to hold stablecoin is set to vote tomorrow 6/17. Here are some interesting notes. $CRCL\n\nhttps://t.co/okNnqr7w7i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012805925177811206, "ret_signed_m1d": 0.012805925177811206, "alpha_spy_m1d": 0.004187312537759391, "alpha_c_m1d": 0.007033736861318252, "bench_spy_m1d": 0.008618612640051815, "bench_c_m1d": 0.005772188316492954, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.3381830674187858, "ret_signed_p1d": 0.3381830674187858, "alpha_spy_p1d": 0.3383337804936163, "alpha_c_p1d": 0.33858114670364503, "bench_spy_p1d": -0.00015071307483049967, "bench_c_p1d": -0.00039807928485924293, "ret_p1w": 0.4927925109471458, "ret_signed_p1w": 0.4927925109471458, "alpha_spy_p1w": 0.4743102195780642, "alpha_c_p1w": 0.46260200776487137, "bench_spy_p1w": 0.018482291369081638, "bench_c_p1w": 0.030190503182274453, "ret_p1m": 0.5635266945440951, "ret_signed_p1m": 0.5635266945440951, "alpha_spy_p1m": 0.5157713663966725, "alpha_c_p1m": 0.5247479692937751, "bench_spy_p1m": 0.04775532814742256, "bench_c_p1m": 0.03877872525032, "ret_p3m": -0.15977200923118406, "ret_signed_p3m": -0.15977200923118406, "alpha_spy_p3m": -0.2632368976423949, "alpha_c_p3m": -0.2343017360048827, "bench_spy_p3m": 0.10346488841121082, "bench_c_p3m": 0.07452972677369862, "ret_p6m": -0.4072409837075207, "ret_signed_p6m": -0.4072409837075207, "alpha_spy_p6m": -0.564529291915448, "alpha_c_p6m": -0.4871115495240309, "bench_spy_p6m": 0.15728830820792727, "bench_c_p6m": 0.0798705658165102, "ret_p1y": -0.39296007629497154, "ret_signed_p1y": -0.39296007629497154, "alpha_spy_p1y": -0.6745172707156667, "alpha_c_p1y": -0.4478150148882437, "bench_spy_p1y": 0.28155719442069516, "bench_c_p1y": 0.05485493859327217, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": -0.39296007629497154, "alpha_spy_stated": -0.6745172707156667, "alpha_c_stated": -0.4478150148882437, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.442, -0.2779, -0.2273, -0.2899, -0.2142, -0.2857, -0.1045, 0.0128, 0.0, 0.3382, 0.3382, 0.611, 0.7663, 0.4928, 0.3317, 0.4323, 0.2097, 0.2155, 0.2908, 0.1932, 0.2656, 0.2656, 0.3909, 0.3732, 0.3455, 0.3604, 0.256, 0.3724, 0.3096, 0.5635, 0.5761, 0.5004, 0.4489, 0.3296, 0.3571, 0.2945, 0.2931, 0.2428, 0.2178, 0.2772, 0.2304, 0.1271, 0.1051, 0.032, 0.0842, 0.0253, 0.0662, 0.0806, 0.0943, 0.0269, -0.0665, 0.0007, -0.0508, -0.0933, -0.076, -0.1163, -0.0946, -0.1603, -0.1348, -0.1458, -0.1221, -0.1151, -0.1151, -0.1945, -0.2058, -0.2123, -0.2319, -0.246, -0.2089, -0.2377, -0.1036, -0.1598, -0.1012, -0.0961, -0.1214, -0.0585, -0.0336, -0.0772, -0.1219, -0.1178, -0.1642, -0.1486, -0.1039, -0.1111, -0.1349, 0.0038, -0.0226, -0.0043, -0.0029, 0.0088, 0.0089, -0.1087, -0.0783, -0.0985, -0.0984, -0.1387, -0.1519, -0.123, -0.1294, -0.1633, -0.1293, -0.0476, -0.0393, -0.0874, -0.1167, -0.1773, -0.1486, -0.2098, -0.2541, -0.2422, -0.3295, -0.3085, -0.302, -0.3409, -0.4214, -0.4479, -0.451, -0.4865, -0.4864, -0.5326, -0.5513, -0.5218, -0.5123, -0.5299, -0.513, -0.513, -0.4641, -0.4908, -0.4808, -0.4215, -0.4136, -0.4259, -0.4371, -0.4041, -0.4072]}
{"unit_id": "orig:1880332363714203936", "ticker_idx": 0, "ts": "2025-01-17T19:12:25+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD has strong monopoly on tech-savvy, younger traders which will accumulate from this point", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HOOD: monopoly on younger traders who will accumulate wealth; legacy finance stuck with boomers.", "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": "@TotalMidwit 3 strong competitors - there are some risk I admit. That's different than a dozen airlines.  \n\n$HOOD has strong monopoly on tech-savvy, younger traders which will accumulate from this point.   Legacy finance are for boomers and they're stuck.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.042990646505206564, "ret_signed_m1d": -0.042990646505206564, "alpha_spy_m1d": -0.03305054289367959, "alpha_c_m1d": -0.03462931429972438, "bench_spy_m1d": -0.009940103611526974, "bench_c_m1d": -0.008361332205482186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06168218716274798, "ret_signed_p1w": 0.06168218716274798, "alpha_spy_p1w": 0.04429555044843103, "alpha_c_p1w": 0.04933886505588858, "bench_spy_p1w": 0.01738663671431695, "bench_c_p1w": 0.0123433221068594, "ret_p1m": 0.3557631715590124, "ret_signed_p1m": 0.3557631715590124, "alpha_spy_p1m": 0.33548144577510053, "alpha_c_p1m": 0.3245067760377238, "bench_spy_p1m": 0.020281725783911853, "bench_c_p1m": 0.03125639552128856, "ret_p3m": -0.15555558548510506, "ret_signed_p3m": -0.15555558548510506, "alpha_spy_p3m": -0.037849562311926266, "alpha_c_p3m": -0.08525916105868159, "bench_spy_p3m": -0.1177060231731788, "bench_c_p3m": -0.07029642442642348, "ret_p6m": 1.0760123762560574, "ret_signed_p6m": 1.0760123762560574, "alpha_spy_p6m": 1.0241998601797322, "alpha_c_p6m": 1.0224262669380115, "bench_spy_p6m": 0.0518125160763252, "bench_c_p6m": 0.05358610931804586, "ret_p1y": 1.5275180289004306, "ret_signed_p1y": 1.5275180289004306, "alpha_spy_p1y": 1.3562371711861423, "alpha_c_p1y": 1.3890548522295214, "bench_spy_p1y": 0.17128085771428836, "bench_c_p1y": 0.13846317667090924, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3557631715590124, "alpha_spy_stated": 0.33548144577510053, "alpha_c_stated": 0.3245067760377238, "price_path": [-0.4307, -0.4455, -0.4347, -0.438, -0.421, -0.4179, -0.4141, -0.5121, -0.5022, -0.4949, -0.4816, -0.3799, -0.3902, -0.3657, -0.3188, -0.3146, -0.3373, -0.3308, -0.3288, -0.2731, -0.2681, -0.2507, -0.2712, -0.2388, -0.2139, -0.2436, -0.2181, -0.2181, -0.2204, -0.2187, -0.1975, -0.1693, -0.1917, -0.1346, -0.1788, -0.2241, -0.2141, -0.1832, -0.1651, -0.1028, -0.1354, -0.2299, -0.2328, -0.2039, -0.2212, -0.178, -0.178, -0.1614, -0.1896, -0.205, -0.2262, -0.2262, -0.1809, -0.1412, -0.113, -0.1576, -0.1524, -0.1524, -0.1676, -0.1778, -0.1327, -0.0538, -0.043, 0.0, 0.0, 0.0384, 0.0417, 0.0459, 0.0617, -0.0085, 0.026, 0.0623, 0.1007, 0.0789, 0.0779, 0.092, 0.1256, 0.1043, 0.1601, 0.1686, 0.1078, 0.1612, 0.325, 0.3558, 0.3558, 0.2552, 0.2301, 0.1643, 0.0717, 0.037, -0.0463, 0.0145, 0.0131, 0.0405, -0.0262, -0.0401, -0.0006, -0.0687, -0.0775, -0.26, -0.2449, -0.1917, -0.2519, -0.185, -0.1273, -0.1672, -0.1111, -0.0933, -0.0787, 0.0044, 0.0, -0.071, -0.0864, -0.1294, -0.1356, -0.1244, -0.1136, -0.2054, -0.2833, -0.2646, -0.2903, -0.1234, -0.1587, -0.0928, -0.0833, -0.0845, -0.1556, -0.1448, -0.1448, -0.1724, -0.1259, -0.0725, 0.0, 0.027, 0.0162, 0.0253, 0.0199, -0.0318, 0.0091, -0.0021, 0.0112, 0.0382, 0.1229, 0.135, 0.1927, 0.2995, 0.275, 0.2602, 0.2827, 0.3348, 0.3481, 0.3263, 0.3452, 0.3119, 0.3119, 0.3711, 0.3529, 0.3281, 0.3738, 0.4118, 0.4895, 0.5009, 0.5059, 0.5551, 0.5244, 0.5059, 0.5551, 0.5335, 0.5078, 0.594, 0.5566, 0.6272, 0.6272, 0.6303, 0.5857, 0.7032, 0.7186, 0.7553, 0.7244, 0.9445, 0.9175, 1.0349, 0.9605, 0.9605, 0.941, 0.8955, 0.9634, 1.0498, 1.0424, 1.076]}
{"unit_id": "thread:1924935217829073173", "ticker_idx": 0, "ts": "2025-05-20T21:08:14+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "paying 1.85X or $1.85 for $1 of BTC with $MSTR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MTPLF trades at 4x NAV vs MSTR's 1.85x NAV; MTPLF is irrational/overpriced relative to MSTR on BTC exposure.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MSTR has $61bil in Bitcoin, with a 114B MC.\n$MTPLF has $1bil of Bitcoin, with  a $4.38B MC.\n\nYou're essentially paying 1.85X or $1.85 for $1 of BTC with $MSTR and paying $4 for $1 BTC with $MTPLF.  In other words, $MTPLF is irrational and mispricing relatively to MSTR\n\n---\n\nif $BTC moon, then everything moons. So you can ignore this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03533738334712866, "ret_signed_m1d": 0.03533738334712866, "alpha_spy_m1d": 0.018197900617490603, "alpha_c_m1d": 0.018197900617490603, "bench_spy_m1d": 0.017139482729638056, "bench_c_m1d": 0.017139482729638056, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00802108561609527, "ret_signed_p1d": -0.00802108561609527, "alpha_spy_p1d": -0.008415687471212352, "alpha_c_p1d": -0.008415687471212352, "bench_spy_p1d": 0.0003946018551170827, "bench_c_p1d": 0.0003946018551170827, "ret_p1w": -0.09545805013373654, "ret_signed_p1w": -0.09545805013373654, "alpha_spy_p1w": -0.10381339398900735, "alpha_c_p1w": -0.10381339398900735, "bench_spy_p1w": 0.008355343855270814, "bench_c_p1w": 0.008355343855270814, "ret_p1m": -0.08358788015107754, "ret_signed_p1m": -0.08358788015107754, "alpha_spy_p1m": -0.10860240959101997, "alpha_c_p1m": -0.10860240959101997, "bench_spy_p1m": 0.025014529439942423, "bench_c_p1m": 0.025014529439942423, "ret_p3m": -0.09707217984280214, "ret_signed_p3m": -0.09707217984280214, "alpha_spy_p3m": -0.2040304143796604, "alpha_c_p3m": -0.2040304143796604, "bench_spy_p3m": 0.10695823453685827, "bench_c_p3m": 0.10695823453685827, "ret_p6m": -0.48213267768802726, "ret_signed_p6m": -0.48213267768802726, "alpha_spy_p6m": -0.641751358071887, "alpha_c_p6m": -0.641751358071887, "bench_spy_p6m": 0.15961868038385973, "bench_c_p6m": 0.15961868038385973, "ret_p1y": -0.5341578007882476, "ret_signed_p1y": -0.5341578007882476, "alpha_spy_p1y": -0.814183354337875, "alpha_c_p1y": -0.814183354337875, "bench_spy_p1y": 0.28002555354962744, "bench_c_p1y": 0.28002555354962744, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08358788015107754, "alpha_spy_stated": -0.10860240959101997, "alpha_c_stated": -0.10860240959101997, "price_path": [-0.2558, -0.2978, -0.3779, -0.3462, -0.4039, -0.3657, -0.3769, -0.3167, -0.2338, -0.2448, -0.2868, -0.4058, -0.3529, -0.348, -0.3462, -0.2612, -0.2692, -0.2968, -0.2445, -0.2499, -0.2451, -0.1663, -0.1512, -0.1822, -0.1939, -0.2813, -0.2841, -0.2401, -0.2239, -0.299, -0.2709, -0.3341, -0.4091, -0.2628, -0.3237, -0.2551, -0.2266, -0.2284, -0.2261, -0.2123, -0.2123, -0.2109, -0.1482, -0.1414, -0.13, -0.0844, -0.083, -0.0527, -0.0561, -0.0524, -0.0207, -0.0401, -0.0424, -0.0254, 0.029, 0.0331, 0.0055, 0.047, 0.0349, -0.0141, -0.0072, 0.0266, 0.0353, 0.0, -0.008, -0.0824, -0.0824, -0.0757, -0.0955, -0.0796, -0.0835, -0.0755, -0.0379, -0.0611, -0.0842, -0.0701, -0.0262, -0.0286, -0.0387, -0.0569, -0.0492, -0.0508, -0.0683, -0.0836, -0.0836, -0.0819, -0.0882, -0.0637, -0.0348, -0.0404, -0.0467, 0.0038, -0.073, -0.001, 0.0032, 0.0032, -0.0174, -0.0143, 0.0316, 0.0473, 0.0792, 0.12, 0.0984, 0.1321, 0.1208, 0.051, 0.0586, 0.0589, 0.0248, 0.0304, 0.0079, 0.0028, -0.0199, -0.019, -0.0021, -0.0895, -0.0334, -0.0676, -0.0479, -0.0017, -0.0188, -0.0061, -0.0206, -0.0318, -0.0739, -0.0903, -0.0971, -0.1642, -0.1448, -0.1617, -0.1107, -0.1477, -0.1275, -0.1506, -0.1586, -0.1696, -0.1696, -0.1517, -0.1799, -0.1865, -0.1659, -0.1808, -0.1842, -0.1893, -0.1904, -0.1769, -0.186, -0.1679, -0.1812, -0.133, -0.1439, -0.1658, -0.186, -0.1971, -0.2533, -0.2325, -0.1894, -0.1999, -0.1596, -0.1251, -0.1268, -0.1068, -0.1845, -0.1785, -0.2046, -0.2431, -0.2166, -0.2533, -0.2631, -0.2951, -0.2802, -0.2634, -0.2503, -0.3027, -0.2925, -0.2821, -0.2659, -0.2932, -0.3162, -0.3678, -0.3307, -0.3427, -0.3866, -0.3668, -0.411, -0.3992, -0.4068, -0.4255, -0.4422, -0.4821]}
{"unit_id": "orig:1925916499455180916", "ticker_idx": 0, "ts": "2025-05-23T14:07:29+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Give me the humble rocket stroking builder. $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers RKLB over an unnamed rival; terse bullish endorsement.", "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": "Call me superstitious, but I don't trust guys the grin on his face. Give me the humble rocket stroking builder. $RKLB. https://t.co/IaeSq6wiir", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015735626173475126, "ret_signed_m1d": 0.015735626173475126, "alpha_spy_m1d": 0.008862970065672382, "alpha_c_m1d": 0.01246935063354404, "bench_spy_m1d": 0.006872656107802744, "bench_c_m1d": 0.003266275539931085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.05389460405670987, "ret_signed_p1w": 0.05389460405670987, "alpha_spy_p1w": 0.03614309251377068, "alpha_c_p1w": 0.03976415359975394, "bench_spy_p1w": 0.01775151154293919, "bench_c_p1w": 0.014130450456955934, "ret_p1m": 0.2895357466920969, "ret_signed_p1m": 0.2895357466920969, "alpha_spy_p1m": 0.25014045578253774, "alpha_c_p1m": 0.26491131829306847, "bench_spy_p1m": 0.03939529090955918, "bench_c_p1m": 0.024624428399028453, "ret_p3m": 0.6007080450269335, "ret_signed_p3m": 0.6007080450269335, "alpha_spy_p3m": 0.49557021516129685, "alpha_c_p3m": 0.5236630424824484, "bench_spy_p3m": 0.10513782986563669, "bench_c_p3m": 0.0770450025444851, "ret_p6m": 0.703776602805003, "ret_signed_p6m": 0.703776602805003, "alpha_spy_p6m": 0.547711604561536, "alpha_c_p6m": 0.6272879414771131, "bench_spy_p6m": 0.15606499824346698, "bench_c_p6m": 0.0764886613278899, "ret_p1y": 3.624704846803964, "ret_signed_p1y": 3.624704846803964, "alpha_spy_p1y": 3.3354124522875965, "alpha_c_p1y": 3.370002503114766, "bench_spy_p1y": 0.2892923945163677, "bench_c_p1y": 0.2547023436891984, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2895357466920969, "alpha_spy_stated": 0.25014045578253774, "alpha_c_stated": 0.26491131829306847, "price_path": [-0.2022, -0.164, -0.2199, -0.1939, -0.2659, -0.2528, -0.1975, -0.2659, -0.2604, -0.3265, -0.2986, -0.275, -0.3088, -0.26, -0.2486, -0.2927, -0.2612, -0.271, -0.2549, -0.205, -0.2026, -0.2352, -0.2754, -0.2675, -0.2966, -0.286, -0.2392, -0.2962, -0.356, -0.3108, -0.3242, -0.19, -0.2278, -0.2278, -0.2474, -0.1711, -0.2142, -0.2234, -0.2234, -0.2663, -0.251, -0.2018, -0.1393, -0.1196, -0.1082, -0.1188, -0.1428, -0.1298, -0.0956, -0.1157, -0.12, -0.1231, -0.0913, -0.1932, -0.1637, -0.1412, -0.0507, -0.0079, 0.0059, 0.0149, 0.0228, -0.0098, 0.0157, 0.0, 0.0, 0.1314, 0.1381, 0.0759, 0.0539, 0.0464, 0.0511, 0.0586, 0.0405, 0.1377, 0.166, 0.0688, 0.0763, 0.0386, -0.0004, 0.0445, 0.0393, 0.0956, 0.0956, 0.1817, 0.2895, 0.3163, 0.2726, 0.4217, 0.3918, 0.4072, 0.3505, 0.4036, 0.4028, 0.4028, 0.5295, 0.524, 0.5397, 0.5382, 0.5354, 0.6998, 0.7545, 0.8761, 1.0193, 1.0216, 0.8564, 0.8442, 0.9335, 0.8934, 0.8659, 0.7746, 0.7227, 0.8269, 0.8065, 0.7628, 0.7522, 0.7604, 0.7349, 0.7392, 0.7581, 0.771, 0.7085, 0.6916, 0.6841, 0.7415, 0.7691, 0.6098, 0.6007, 0.6338, 0.7459, 0.8576, 0.8934, 0.8194, 0.8847, 0.9119, 0.9119, 0.9398, 0.7124, 0.6912, 0.8033, 0.8777, 0.8501, 0.8163, 0.9052, 1.0983, 1.1259, 0.8586, 0.8914, 0.856, 0.88, 0.9595, 1.0814, 0.9154, 0.8344, 0.8198, 0.8493, 0.8847, 0.8871, 1.0641, 1.2093, 1.3013, 1.4197, 1.5692, 1.6129, 1.5279, 1.5736, 1.6762, 1.725, 1.6357, 1.607, 1.6495, 1.5728, 1.3826, 1.5008, 1.5397, 1.5814, 1.5079, 1.6027, 1.3965, 1.4776, 1.4131, 1.2254, 1.2195, 0.9516, 1.0315, 1.0417, 1.0157, 0.9658, 0.7801, 0.7915, 0.7038]}
{"unit_id": "quote:1889238372960354785", "ticker_idx": 0, "ts": "2025-02-11T09:01:43+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 is my $pltr play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKLB, treating it as their equivalent of an early high-conviction Palantir-style play.", "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": "True, $rklb is my $pltr play.\n\nGood post on position sizing.", "reply_text": null, "parent_text": null, "quoted_text": "You know whats so wild about Palantir?\n\nFor many of us in the community, it was our first BIG win in the stock market.\n\nIt absolutely was for me. \n\nHowever, with your first big win...you make tons of mistakes.\n\nBig mistakes that I am guilty of and have heard countless times in", "parent_author": null, "ret_m1d": 0.08433738929926027, "ret_signed_m1d": 0.08433738929926027, "alpha_spy_m1d": 0.08509745499043242, "alpha_c_m1d": 0.08469806725714768, "bench_spy_m1d": -0.0007600656911721515, "bench_c_m1d": -0.00036067795788741197, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021261463101353018, "ret_signed_p1d": -0.021261463101353018, "alpha_spy_p1d": -0.018039773240768775, "alpha_c_p1d": -0.015057016923759714, "bench_spy_p1d": -0.0032216898605842426, "bench_c_p1d": -0.0062044461775933035, "ret_p1w": -0.01700919751649954, "ret_signed_p1w": -0.01700919751649954, "alpha_spy_p1w": -0.02721865094506659, "alpha_c_p1w": -0.01715358088564456, "bench_spy_p1w": 0.01020945342856705, "bench_c_p1w": 0.00014438336914501804, "ret_p1m": -0.346917053380147, "ret_signed_p1m": -0.346917053380147, "alpha_spy_p1m": -0.2701959548242103, "alpha_c_p1m": -0.28559394751998846, "bench_spy_p1m": -0.07672109855593667, "bench_c_p1m": -0.061323105860158544, "ret_p3m": -0.2732104632201061, "ret_signed_p3m": -0.2732104632201061, "alpha_spy_p3m": -0.20833063636452687, "alpha_c_p3m": -0.25819077850536876, "bench_spy_p3m": -0.06487982685557925, "bench_c_p3m": -0.015019684714737358, "ret_p6m": 0.5627214580849313, "ret_signed_p6m": 0.5627214580849313, "alpha_spy_p6m": 0.5110952446694386, "alpha_c_p6m": 0.46716995792826355, "bench_spy_p6m": 0.05162621341549278, "bench_c_p6m": 0.0955515001566678, "ret_p1y": 2.0361446630025117, "ret_signed_p1y": 2.0361446630025117, "alpha_spy_p1y": 1.8760941710930423, "alpha_c_p1y": 1.8231066091781418, "bench_spy_p1y": 0.1600504919094694, "bench_c_p1y": 0.2130380538243699, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.346917053380147, "alpha_spy_stated": -0.2701959548242103, "alpha_c_stated": -0.28559394751998846, "price_path": [-0.3848, -0.3267, -0.3164, -0.2736, -0.2849, -0.2059, -0.1758, -0.1474, -0.0985, -0.0904, -0.0904, -0.0333, -0.144, -0.1846, -0.1811, -0.1524, -0.1254, -0.1765, -0.1903, -0.1726, -0.1999, -0.1347, -0.0822, -0.0656, -0.1878, -0.1772, -0.1187, -0.0932, -0.0574, -0.0574, 0.0078, -0.0354, -0.0673, -0.0974, -0.0974, -0.1155, 0.0184, 0.0206, -0.0096, -0.0305, -0.0305, -0.0464, -0.1527, -0.1439, -0.1187, -0.1269, -0.1495, -0.1495, 0.1081, 0.0496, 0.1187, 0.0758, 0.0429, 0.0269, 0.023, 0.011, 0.0294, 0.0057, 0.0163, 0.0135, -0.0191, -0.0287, 0.0843, 0.0, -0.0213, 0.0028, -0.0071, -0.0071, -0.017, -0.0811, -0.1049, -0.1655, -0.203, -0.2814, -0.247, -0.2973, -0.2739, -0.3388, -0.3269, -0.2771, -0.3388, -0.3338, -0.3933, -0.3682, -0.3469, -0.3774, -0.3335, -0.3232, -0.3629, -0.3345, -0.3434, -0.3288, -0.2838, -0.2817, -0.3111, -0.3473, -0.3402, -0.3664, -0.3568, -0.3147, -0.3661, -0.4199, -0.3792, -0.3912, -0.2704, -0.3044, -0.3044, -0.3221, -0.2534, -0.2922, -0.3005, -0.3005, -0.3391, -0.3253, -0.281, -0.2247, -0.2069, -0.1967, -0.2062, -0.2279, -0.2162, -0.1853, -0.2034, -0.2073, -0.2101, -0.1814, -0.2732, -0.2466, -0.2264, -0.1449, -0.1063, -0.0939, -0.0858, -0.0787, -0.1081, -0.085, -0.0992, -0.0992, 0.0191, 0.0252, -0.0308, -0.0507, -0.0574, -0.0532, -0.0464, -0.0627, 0.0248, 0.0503, -0.0372, -0.0305, -0.0645, -0.0996, -0.0592, -0.0638, -0.0131, -0.0131, 0.0645, 0.1616, 0.1857, 0.1464, 0.2807, 0.2537, 0.2675, 0.2165, 0.2644, 0.2636, 0.2636, 0.3777, 0.3728, 0.387, 0.3855, 0.3831, 0.5312, 0.5804, 0.6899, 0.8189, 0.821, 0.6722, 0.6612, 0.7417, 0.7055, 0.6807, 0.5985, 0.5517, 0.6456, 0.6272, 0.5879, 0.5783, 0.5858, 0.5627]}
{"unit_id": "quote:1938300188248129823", "ticker_idx": 0, "ts": "2025-06-26T18:15:51+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla to $420 by mid July or Sept. $tsla", "tweet_type": "prediction", "timeline": "months", "summary": "TSLA to $420 by mid-July or September.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Tesla to $420 by mid July or Sept. $tsla", "reply_text": null, "parent_text": null, "quoted_text": "Wow, a prime number with 420 digits! https://t.co/dLkl2YIFcN", "parent_author": null, "ret_m1d": 0.005433080668868717, "ret_signed_m1d": 0.005433080668868717, "alpha_spy_m1d": 0.013196153591486959, "alpha_c_m1d": 0.014548846583375075, "bench_spy_m1d": -0.0077630729226182416, "bench_c_m1d": -0.009115765914506357, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006599526995335614, "ret_signed_p1d": -0.006599526995335614, "alpha_spy_p1d": -0.011567849288681042, "alpha_c_p1d": -0.023249912315762122, "bench_spy_p1d": 0.0049683222933454285, "bench_c_p1d": 0.01665038532042651, "ret_p1w": -0.032015448200818364, "ret_signed_p1w": -0.032015448200818364, "alpha_spy_p1w": -0.054029933904675476, "alpha_c_p1w": -0.06085134660607605, "bench_spy_p1w": 0.022014485703857112, "bench_c_p1w": 0.028835898405257687, "ret_p1m": -0.029836089560820622, "ret_signed_p1m": -0.029836089560820622, "alpha_spy_p1m": -0.07107031033926214, "alpha_c_p1m": -0.07569441617313688, "bench_spy_p1m": 0.04123422077844152, "bench_c_p1m": 0.04585832661231626, "ret_p3m": 0.3071705067812105, "ret_signed_p3m": 0.3071705067812105, "alpha_spy_p3m": 0.22025860335230063, "alpha_c_p3m": 0.19866565073470177, "bench_spy_p3m": 0.08691190342890986, "bench_c_p3m": 0.10850485604650872, "ret_p6m": 0.4770704586226773, "ret_signed_p6m": 0.4770704586226773, "alpha_spy_p6m": 0.3583792854254957, "alpha_c_p6m": 0.3416356908930851, "bench_spy_p6m": 0.11869117319718159, "bench_c_p6m": 0.13543476772959218, "ret_p1y": 0.2620479938518949, "ret_signed_p1y": 0.2620479938518949, "alpha_spy_p1y": 0.01793958738118495, "alpha_c_p1y": 0.15276372154654005, "bench_spy_p1y": 0.24410840647070997, "bench_c_p1y": 0.10928427230535487, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.029836089560820622, "alpha_spy_stated": -0.07107031033926214, "alpha_c_stated": -0.07569441617313688, "price_path": [-0.2045, -0.1759, -0.1321, -0.1796, -0.2651, -0.2839, -0.319, -0.1645, -0.2252, -0.2255, -0.2254, -0.22, -0.2585, -0.2591, -0.2591, -0.3017, -0.2695, -0.2303, -0.2034, -0.1253, -0.1225, -0.1036, -0.1339, -0.1389, -0.1184, -0.1397, -0.1548, -0.1521, -0.1257, -0.0845, -0.0227, 0.0254, 0.0672, 0.0523, 0.0743, 0.0501, 0.0554, 0.0271, 0.0468, 0.0416, 0.0416, 0.1139, 0.0955, 0.1002, 0.0635, 0.0519, 0.0568, 0.0192, -0.1261, -0.0941, -0.0528, 0.001, 0.002, -0.0205, -0.0014, 0.0103, -0.0289, -0.0114, -0.0114, -0.0111, 0.0703, 0.0451, 0.0054, 0.0, -0.0066, -0.0249, -0.077, -0.0311, -0.032, -0.032, -0.0977, -0.0859, -0.0918, -0.0488, -0.0377, -0.0273, -0.046, -0.0126, -0.0196, 0.0119, 0.0083, 0.0194, 0.0208, -0.0629, -0.0298, -0.0006, -0.0141, -0.0207, -0.0537, -0.0711, -0.0507, -0.0524, -0.018, -0.0108, 0.0119, 0.0407, 0.0462, 0.0417, 0.0301, 0.0147, 0.0288, 0.0108, -0.0058, -0.0174, 0.0437, 0.0639, 0.0795, 0.0731, 0.062, 0.0248, 0.0248, 0.011, 0.0255, 0.0391, 0.0769, 0.0633, 0.065, 0.0676, 0.1321, 0.2154, 0.2586, 0.2942, 0.3072, 0.2795, 0.3078, 0.3328, 0.3072, 0.3592, 0.2996, 0.3518, 0.3605, 0.3651, 0.4103, 0.3383, 0.3194, 0.3913, 0.3294, 0.3466, 0.3369, 0.2692, 0.338, 0.3176, 0.3357, 0.3161, 0.3485, 0.3734, 0.3586, 0.3474, 0.3782, 0.3313, 0.3887, 0.4137, 0.4166, 0.3509, 0.4014, 0.4377, 0.3637, 0.4183, 0.3687, 0.3184, 0.3667, 0.3494, 0.3218, 0.2339, 0.2412, 0.2552, 0.2317, 0.2401, 0.2132, 0.2005, 0.2824, 0.2874, 0.3094, 0.3094, 0.3204, 0.3203, 0.3176, 0.3713, 0.3952, 0.3966, 0.3493, 0.3665, 0.3858, 0.3718, 0.4088, 0.459, 0.5037, 0.4343, 0.4837, 0.4771]}
{"unit_id": "orig:1884714314730541276", "ticker_idx": 0, "ts": "2025-01-29T21:24:43+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect higher revenue and income growth in 2025", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA into 2025 on new Model Y, FSD, robotaxi, and energy despite disappointing earnings.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Disappointing $tsla earnings but I think the market is priced in after only 2% down.\n\nWith new model y, fsd, robotaxi, and energy, I expect higher revenue and income growth in 2025.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027930430473358636, "ret_signed_m1d": -0.027930430473358636, "alpha_spy_m1d": -0.022592000002083057, "alpha_c_m1d": -0.018239183381378865, "bench_spy_m1d": -0.005338430471275579, "bench_c_m1d": -0.009691247091979771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010792463618949588, "ret_signed_p1d": 0.010792463618949588, "alpha_spy_p1d": 0.01611437470092547, "alpha_c_p1d": 0.01520926828315261, "bench_spy_p1d": -0.005321911081975883, "bench_c_p1d": -0.004416804664203022, "ret_p1w": -0.06485458062917537, "ret_signed_p1w": -0.06485458062917537, "alpha_spy_p1w": -0.06697019111346747, "alpha_c_p1w": -0.05147548452756079, "bench_spy_p1w": 0.0021156104842920964, "bench_c_p1w": -0.013379096101614585, "ret_p1m": -0.26806232667181296, "ret_signed_p1m": -0.26806232667181296, "alpha_spy_p1m": -0.250113138055991, "alpha_c_p1m": -0.19413438878538147, "bench_spy_p1m": -0.017949188615821954, "bench_c_p1m": -0.07392793788643148, "ret_p3m": -0.27043569583821747, "ret_signed_p3m": -0.27043569583821747, "alpha_spy_p3m": -0.18936253474636588, "alpha_c_p3m": -0.12643034393472619, "bench_spy_p3m": -0.08107316109185159, "bench_c_p3m": -0.14400535190349129, "ret_p6m": -0.21040272178860397, "ret_signed_p6m": -0.21040272178860397, "alpha_spy_p6m": -0.26968085730977487, "alpha_c_p6m": -0.17939238766106835, "bench_spy_p6m": 0.059278135521170894, "bench_c_p6m": -0.03101033412753562, "ret_p1y": 0.0929849138957981, "ret_signed_p1y": 0.0929849138957981, "alpha_spy_p1y": -0.0636035059302189, "alpha_c_p1y": 0.03502488844298046, "bench_spy_p1y": 0.156588419826017, "bench_c_p1y": 0.05796002545281764, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26806232667181296, "alpha_spy_stated": -0.250113138055991, "alpha_c_stated": -0.19413438878538147, "price_path": [-0.3933, -0.3718, -0.2792, -0.2582, -0.1975, -0.1256, -0.1793, -0.175, -0.2226, -0.1988, -0.1537, -0.1356, -0.1455, -0.1515, -0.1192, -0.1541, -0.155, -0.1684, -0.1684, -0.1377, -0.1079, -0.1221, -0.1058, -0.0769, -0.0276, -0.0262, 0.0018, 0.0612, 0.0445, 0.0898, 0.1567, 0.1988, 0.0996, 0.0897, 0.0519, 0.0757, 0.1549, 0.1549, 0.1345, 0.0784, 0.0428, 0.0089, 0.0089, -0.0525, 0.0254, 0.0269, -0.0148, -0.0133, -0.0133, -0.0138, 0.0076, -0.0098, 0.0698, 0.0338, 0.0655, 0.0655, 0.0594, 0.037, 0.0302, 0.0157, -0.0078, -0.0055, -0.0279, 0.0, 0.0108, -0.0415, -0.0202, -0.0552, -0.0649, -0.0966, -0.1238, -0.1793, -0.1593, -0.1108, -0.111, -0.111, -0.1153, -0.0992, -0.1146, -0.1561, -0.1743, -0.2435, -0.2735, -0.2956, -0.2681, -0.2889, -0.3204, -0.3027, -0.3418, -0.3438, -0.445, -0.424, -0.3802, -0.3987, -0.3755, -0.4054, -0.4371, -0.4108, -0.4098, -0.3787, -0.3045, -0.2802, -0.3203, -0.3177, -0.3416, -0.3526, -0.3293, -0.2936, -0.3323, -0.4018, -0.4172, -0.4457, -0.32, -0.3694, -0.3697, -0.3696, -0.3652, -0.3965, -0.397, -0.397, -0.4316, -0.4055, -0.3736, -0.3517, -0.2881, -0.2858, -0.2704, -0.2951, -0.2992, -0.2825, -0.2998, -0.3121, -0.3099, -0.2884, -0.2549, -0.2046, -0.1654, -0.1314, -0.1435, -0.1257, -0.1454, -0.1411, -0.164, -0.148, -0.1522, -0.1522, -0.0934, -0.1084, -0.1046, -0.1345, -0.1439, -0.1399, -0.1705, -0.2887, -0.2627, -0.2291, -0.1853, -0.1845, -0.2028, -0.1873, -0.1778, -0.2097, -0.1954, -0.1954, -0.1952, -0.1289, -0.1494, -0.1817, -0.1861, -0.1915, -0.2064, -0.2488, -0.2114, -0.2122, -0.2122, -0.2657, -0.256, -0.2608, -0.2259, -0.2168, -0.2083, -0.2236, -0.1964, -0.202, -0.1765, -0.1793, -0.1703, -0.1692, -0.2373, -0.2104]}
{"unit_id": "quote:1888352016239346112", "ticker_idx": 0, "ts": "2025-02-08T22:19:39+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm so much more confident this car will drive much higher sales this year.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA; New Model Y engineering walkthrough boosts confidence in higher sales this year.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Must watch video on $tsla\nNew Model Y. \n\nI'm so much more confident this car will drive much higher sales this year.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: $TSLA RELEASES “ENGINEERING WALKTHROUGH” OF NEW MODEL Y 👀\n\nThe best car in the world !\n\n https://t.co/W2GVwhl6Yq", "parent_author": null, "ret_m1d": 0.03104947905722244, "ret_signed_m1d": 0.03104947905722244, "alpha_spy_m1d": 0.037794894410219215, "alpha_c_m1d": 0.03445120369727617, "bench_spy_m1d": -0.006745415352996775, "bench_c_m1d": -0.003401724640053727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06338211812502892, "ret_signed_p1d": -0.06338211812502892, "alpha_spy_p1d": -0.06414276195547974, "alpha_c_p1d": -0.05202792601432116, "bench_spy_p1d": 0.0007606438304508245, "bench_c_p1d": -0.011354192110707761, "ret_p1w": 0.014569569730266574, "ret_signed_p1w": 0.014569569730266574, "alpha_spy_p1w": 0.006551043316291194, "alpha_c_p1w": 0.011697877603515927, "bench_spy_p1w": 0.00801852641397538, "bench_c_p1w": 0.0028716921267506468, "ret_p1m": -0.3425712239947355, "ret_signed_p1m": -0.3425712239947355, "alpha_spy_p1m": -0.26167519767364666, "alpha_c_p1m": -0.21020973526693776, "bench_spy_p1m": -0.08089602632108883, "bench_c_p1m": -0.13236148872779774, "ret_p3m": -0.1879223379737488, "ret_signed_p3m": -0.1879223379737488, "alpha_spy_p3m": -0.12494778233610637, "alpha_c_p3m": -0.080321163819292, "bench_spy_p3m": -0.06297455563764243, "bench_c_p3m": -0.1076011741544568, "ret_p6m": -0.1197787712761843, "ret_signed_p6m": -0.1197787712761843, "alpha_spy_p6m": -0.16420474331659618, "alpha_c_p6m": -0.09163338944728816, "bench_spy_p6m": 0.044425972040411876, "bench_c_p6m": -0.028145381828896143, "ret_p1y": 0.23017699637883848, "ret_signed_p1y": 0.23017699637883848, "alpha_spy_p1y": 0.06693580998384263, "alpha_c_p1y": 0.1449236833001566, "bench_spy_p1y": 0.16324118639499585, "bench_c_p1y": 0.08525331307868189, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3425712239947355, "alpha_spy_stated": -0.26167519767364666, "alpha_c_stated": -0.21020973526693776, "price_path": [-0.0584, -0.1128, -0.0856, -0.0342, -0.0135, -0.0248, -0.0316, 0.0052, -0.0346, -0.0356, -0.0509, -0.0509, -0.0159, 0.0181, 0.002, 0.0205, 0.0535, 0.1097, 0.1114, 0.1433, 0.2111, 0.1921, 0.2438, 0.3202, 0.3682, 0.2549, 0.2436, 0.2005, 0.2277, 0.3181, 0.3181, 0.2948, 0.2307, 0.1901, 0.1514, 0.1514, 0.0814, 0.1702, 0.172, 0.1244, 0.1261, 0.1261, 0.1255, 0.1499, 0.1301, 0.2209, 0.1799, 0.216, 0.216, 0.2091, 0.1836, 0.1758, 0.1592, 0.1324, 0.135, 0.1094, 0.1413, 0.1536, 0.0939, 0.1183, 0.0782, 0.0673, 0.031, 0.0, -0.0634, -0.0405, 0.0149, 0.0146, 0.0146, 0.0096, 0.028, 0.0105, -0.0369, -0.0576, -0.1367, -0.1709, -0.1961, -0.1647, -0.1884, -0.2244, -0.2042, -0.2489, -0.2511, -0.3666, -0.3426, -0.2926, -0.3138, -0.2873, -0.3214, -0.3576, -0.3275, -0.3264, -0.2909, -0.2063, -0.1785, -0.2243, -0.2213, -0.2486, -0.2611, -0.2346, -0.1938, -0.2379, -0.3173, -0.3348, -0.3674, -0.2239, -0.2804, -0.2806, -0.2805, -0.2755, -0.3113, -0.3118, -0.3118, -0.3514, -0.3215, -0.2851, -0.2601, -0.1876, -0.1849, -0.1674, -0.1955, -0.2002, -0.1811, -0.2009, -0.2149, -0.2124, -0.1879, -0.1496, -0.0922, -0.0475, -0.0087, -0.0226, -0.0021, -0.0246, -0.0197, -0.0459, -0.0276, -0.0325, -0.0325, 0.0347, 0.0176, 0.022, -0.0122, -0.0229, -0.0184, -0.0533, -0.1883, -0.1585, -0.1202, -0.0703, -0.0693, -0.0902, -0.0725, -0.0616, -0.098, -0.0818, -0.0818, -0.0815, -0.0058, -0.0293, -0.0661, -0.0711, -0.0773, -0.0943, -0.1426, -0.1, -0.1009, -0.1009, -0.1619, -0.1509, -0.1564, -0.1165, -0.1061, -0.0965, -0.1139, -0.0829, -0.0893, -0.0601, -0.0634, -0.0531, -0.0518, -0.1295, -0.0989, -0.0717, -0.0842, -0.0904, -0.1211, -0.1371, -0.1182, -0.1198]}
{"unit_id": "orig:1940177219298484642", "ticker_idx": 0, "ts": "2025-07-01T22:34:30+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "EV mandate going away is a good thing... Let the market decide what the best product & value. Also keep in mind that interest rate will come down which will make car payments more affordable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: removal of EV mandates benefits the best product (Tesla), falling rates boost affordability, and international markets thrive without subsidies.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "IMO EV mandate going away is a good thing. I hate to see other subpar products getting the EV credits - it's quite unfair. Let the market decide what the best product & value. Also keep in mind that interest rate will come down which will make car payments more affordable, and many countries other than US does not have subsidy and their sales are doing just fine.  $tsla", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.047330913132555774, "ret_signed_m1d": -0.047330913132555774, "alpha_spy_m1d": -0.04281810531011687, "alpha_c_m1d": -0.03937671484387839, "bench_spy_m1d": -0.004512807822438902, "bench_c_m1d": -0.007954198288677383, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009503811144286889, "ret_signed_p1d": -0.0009503811144286889, "alpha_spy_p1d": -0.008831781357972357, "alpha_c_p1d": -0.00640468651541215, "bench_spy_p1d": 0.007881400243543668, "bench_c_p1d": 0.005454305400983461, "ret_p1w": -0.06263262916505974, "ret_signed_p1w": -0.06263262916505974, "alpha_spy_p1w": -0.06845098039482778, "alpha_c_p1w": -0.057814637261142554, "bench_spy_p1w": 0.005818351229768037, "bench_c_p1w": -0.004817991903917185, "ret_p1m": -0.02338034223194929, "ret_signed_p1m": -0.02338034223194929, "alpha_spy_p1m": -0.042124925882857656, "alpha_c_p1m": -0.029834618766777843, "bench_spy_p1m": 0.018744583650908364, "bench_c_p1m": 0.006454276534828551, "ret_p3m": 0.4041184857441382, "ret_signed_p3m": 0.4041184857441382, "alpha_spy_p3m": 0.33147761690430433, "alpha_c_p3m": 0.3078745316484537, "bench_spy_p3m": 0.0726408688398339, "bench_c_p3m": 0.09624395409568454, "ret_p6m": 0.5377791962057461, "ret_signed_p6m": 0.5377791962057461, "alpha_spy_p6m": 0.4186886922884694, "alpha_c_p6m": 0.419197381310209, "bench_spy_p6m": 0.11909050391727671, "bench_c_p6m": 0.1185818148955371, "ret_p1y": 0.2687787041925729, "ret_signed_p1y": 0.2687787041925729, "alpha_spy_p1y": 0.05189727003235234, "alpha_c_p1y": 0.19759574470157326, "bench_spy_p1y": 0.21688143416022054, "bench_c_p1y": 0.07118295949099962, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02338034223194929, "alpha_spy_stated": -0.042124925882857656, "alpha_c_stated": -0.029834618766777843, "price_path": [-0.2415, -0.2609, -0.2971, -0.1377, -0.2004, -0.2007, -0.2005, -0.195, -0.2348, -0.2353, -0.2353, -0.2793, -0.2461, -0.2056, -0.1779, -0.0973, -0.0943, -0.0748, -0.1061, -0.1113, -0.0901, -0.1121, -0.1277, -0.1249, -0.0977, -0.0551, 0.0086, 0.0584, 0.1015, 0.0861, 0.1088, 0.0838, 0.0892, 0.0601, 0.0804, 0.0751, 0.0751, 0.1497, 0.1307, 0.1355, 0.0976, 0.0857, 0.0907, 0.052, -0.0981, -0.065, -0.0224, 0.0331, 0.0342, 0.011, 0.0306, 0.0427, 0.0022, 0.0203, 0.0203, 0.0206, 0.1046, 0.0786, 0.0377, 0.0321, 0.0253, 0.0064, -0.0473, 0.0, -0.001, -0.001, -0.0688, -0.0565, -0.0626, -0.0183, -0.0068, 0.004, -0.0154, 0.0191, 0.0119, 0.0444, 0.0407, 0.0521, 0.0536, -0.0328, 0.0013, 0.0315, 0.0176, 0.0107, -0.0234, -0.0412, -0.0202, -0.022, 0.0135, 0.021, 0.0444, 0.0741, 0.0798, 0.0752, 0.0631, 0.0472, 0.0618, 0.0433, 0.0261, 0.0141, 0.0772, 0.0981, 0.1141, 0.1076, 0.0961, 0.0577, 0.0577, 0.0434, 0.0584, 0.0725, 0.1115, 0.0974, 0.0992, 0.1018, 0.1684, 0.2544, 0.299, 0.3357, 0.3492, 0.3206, 0.3498, 0.3756, 0.3491, 0.4028, 0.3413, 0.3952, 0.4041, 0.4089, 0.4556, 0.3813, 0.3617, 0.4359, 0.3721, 0.3898, 0.3798, 0.31, 0.381, 0.3599, 0.3786, 0.3583, 0.3918, 0.4175, 0.4022, 0.3907, 0.4224, 0.3741, 0.4333, 0.4591, 0.4621, 0.3943, 0.4464, 0.4838, 0.4074, 0.4639, 0.4127, 0.3607, 0.4105, 0.3927, 0.3642, 0.2735, 0.281, 0.2955, 0.2712, 0.2799, 0.2521, 0.239, 0.3236, 0.3287, 0.3514, 0.3514, 0.3628, 0.3627, 0.3599, 0.4153, 0.44, 0.4415, 0.3926, 0.4103, 0.4302, 0.4158, 0.454, 0.5058, 0.552, 0.4803, 0.5313, 0.5245, 0.5483, 0.5383, 0.5378, 0.5378]}
{"unit_id": "reply:1940110018403279102", "ticker_idx": 0, "ts": "2025-07-01T18:07:28+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "good price for long term hold. I have leaps otherwise i wouldn't complain so much.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds long-dated TSLA LEAPS; endorses current price as good for long-term hold.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy good price for long term hold. I have leaps otherwise i wouldn't complain so much.", "reply_text": null, "parent_text": "As annoying as Elon is, I still think $TSLA will dominate EV’s, physical AI, and humanoid robots so I bought on the dip. https://t.co/cM5FZY7adt", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": 0.05636664124465374, "ret_signed_m1d": 0.05636664124465374, "alpha_spy_m1d": 0.05604292220041218, "alpha_c_m1d": 0.060627573048538164, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.004260931803884427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04968242780731846, "ret_signed_p1d": 0.04968242780731846, "alpha_spy_p1d": 0.045149162228514284, "alpha_c_p1d": 0.04166445295680643, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.008017974850512033, "ret_p1w": -0.009643822882145936, "ret_signed_p1w": -0.009643822882145936, "alpha_spy_p1w": -0.01399904298661736, "alpha_c_p1w": -0.0068948391670105025, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": -0.0027489837151354335, "ret_p1m": 0.060955796650281835, "ret_signed_p1m": 0.060955796650281835, "alpha_spy_p1m": 0.033739817398674266, "alpha_c_p1m": 0.03832222966953713, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.0226335669807447, "ret_p3m": 0.4645339576695575, "ret_signed_p3m": 0.4645339576695575, "alpha_spy_p3m": 0.39005030203428337, "alpha_c_p3m": 0.36431955835786733, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.10021439931169018, "ret_p6m": 0.6141798001048342, "ret_signed_p6m": 0.6141798001048342, "alpha_spy_p6m": 0.4900161617265826, "alpha_c_p6m": 0.48662922434922473, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.12755057575560946, "ret_p1y": 0.33181471056708345, "ret_signed_p1y": 0.33181471056708345, "alpha_spy_p1y": 0.10941682968789856, "alpha_c_p1y": 0.25204303304658815, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.0797716775204953, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.33181471056708345, "alpha_spy_stated": 0.10941682968789856, "alpha_c_stated": 0.25204303304658815, "price_path": [-0.1112, -0.2038, -0.2242, -0.2622, -0.0948, -0.1607, -0.161, -0.1608, -0.155, -0.1967, -0.1973, -0.1973, -0.2435, -0.2086, -0.1662, -0.137, -0.0524, -0.0493, -0.0289, -0.0617, -0.0671, -0.0449, -0.068, -0.0843, -0.0814, -0.0528, -0.0081, 0.0588, 0.1109, 0.1562, 0.14, 0.1638, 0.1376, 0.1434, 0.1128, 0.1341, 0.1285, 0.1285, 0.2068, 0.1869, 0.1919, 0.1521, 0.1396, 0.1449, 0.1042, -0.0532, -0.0185, 0.0262, 0.0844, 0.0855, 0.0612, 0.0818, 0.0945, 0.052, 0.071, 0.071, 0.0713, 0.1595, 0.1322, 0.0893, 0.0834, 0.0762, 0.0564, 0.0, 0.0497, 0.0487, 0.0487, -0.0225, -0.0096, -0.0161, 0.0305, 0.0426, 0.0538, 0.0335, 0.0697, 0.0622, 0.0962, 0.0924, 0.1044, 0.1059, 0.0153, 0.051, 0.0827, 0.0681, 0.061, 0.0251, 0.0064, 0.0284, 0.0266, 0.0638, 0.0717, 0.0962, 0.1274, 0.1335, 0.1286, 0.116, 0.0993, 0.1146, 0.0951, 0.0771, 0.0645, 0.1307, 0.1526, 0.1695, 0.1626, 0.1505, 0.1103, 0.1103, 0.0953, 0.111, 0.1258, 0.1667, 0.1519, 0.1538, 0.1566, 0.2265, 0.3167, 0.3636, 0.4021, 0.4162, 0.3862, 0.4169, 0.4439, 0.4161, 0.4725, 0.408, 0.4645, 0.4739, 0.4789, 0.5279, 0.4499, 0.4294, 0.5073, 0.4402, 0.4588, 0.4484, 0.375, 0.4496, 0.4274, 0.4471, 0.4258, 0.4609, 0.4879, 0.4719, 0.4598, 0.4931, 0.4423, 0.5045, 0.5315, 0.5347, 0.4635, 0.5183, 0.5575, 0.4774, 0.5366, 0.4829, 0.4284, 0.4806, 0.4619, 0.4319, 0.3368, 0.3447, 0.3598, 0.3343, 0.3435, 0.3143, 0.3006, 0.3893, 0.3947, 0.4186, 0.4186, 0.4305, 0.4304, 0.4274, 0.4856, 0.5115, 0.5131, 0.4618, 0.4804, 0.5013, 0.4861, 0.5263, 0.5806, 0.6291, 0.5539, 0.6074, 0.6002, 0.6253, 0.6147, 0.6142]}
{"unit_id": "quote:1937168499173908598", "ticker_idx": 0, "ts": "2025-06-23T15:18:55+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRCL is the Pizza Party you don't want to miss! $291 !!!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish CRCL with a $291 target, framing the post-IPO float dynamics as a must-own opportunity.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$CRCL is the Pizza Party you don't want to miss!\n\n$291 !!! https://t.co/nrgQFZ43EI", "reply_text": null, "parent_text": null, "quoted_text": "Let me shed some light why $CRCL rally so hard after IPO.  Imagine you're at a party, There are 10 boxes of pizza, but the guests only have 2 boxes of pizzas. The chefs, and employees can eat the 8 remaining boxes after the party. And you're told that these are made by Michelin", "parent_author": null, "ret_m1d": -0.08794842419489546, "ret_signed_m1d": -0.08794842419489546, "alpha_spy_m1d": -0.07816744608474524, "alpha_c_m1d": -0.07551231737689124, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.012436106818004222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.154868158740051, "ret_signed_p1d": -0.154868158740051, "alpha_spy_p1d": -0.16591534477955838, "alpha_c_p1d": -0.16982290801731625, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.014954749277265256, "ret_p1w": -0.31186189073444903, "ret_signed_p1w": -0.31186189073444903, "alpha_spy_p1w": -0.34135443790696685, "alpha_c_p1w": -0.34236162107863666, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.030499730344187626, "ret_p1m": -0.24725758827161282, "ret_signed_p1m": -0.24725758827161282, "alpha_spy_p1m": -0.29509565185573394, "alpha_c_p1m": -0.28385729517575453, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.036599706904141716, "ret_p3m": -0.4669956664925232, "ret_signed_p3m": -0.4669956664925232, "alpha_spy_p3m": -0.5704864168713624, "alpha_c_p3m": -0.5321275119864126, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.0651318454938894, "ret_p6m": -0.6849497204244775, "ret_signed_p6m": -0.6849497204244775, "alpha_spy_p6m": -0.8192530042669796, "alpha_c_p6m": -0.7636562872581466, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.07870656683366906, "ret_p1y": -0.7003985703247988, "ret_signed_p1y": -0.7003985703247988, "alpha_spy_p1y": -0.9193991750485955, "alpha_c_p1y": -0.7404494904895271, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.04005092016472833, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24725758827161282, "alpha_spy_stated": -0.29509565185573394, "alpha_c_stated": -0.28385729517575453, "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, null, null, null, null, null, null, null, null, null, null, null, -0.6841, -0.5912, -0.5625, -0.598, -0.5551, -0.5956, -0.493, -0.4266, -0.4339, -0.2424, -0.2424, -0.0879, 0.0, -0.1549, -0.2461, -0.1891, -0.3151, -0.3119, -0.2692, -0.3245, -0.2835, -0.2835, -0.2125, -0.2226, -0.2383, -0.2298, -0.2889, -0.223, -0.2586, -0.1148, -0.1077, -0.1506, -0.1797, -0.2473, -0.2317, -0.2671, -0.2679, -0.2964, -0.3105, -0.2769, -0.3034, -0.3619, -0.3744, -0.4157, -0.3862, -0.4195, -0.3964, -0.3882, -0.3805, -0.4186, -0.4715, -0.4334, -0.4626, -0.4867, -0.4769, -0.4997, -0.4874, -0.5246, -0.5102, -0.5164, -0.503, -0.499, -0.499, -0.544, -0.5504, -0.554, -0.5652, -0.5731, -0.5521, -0.5685, -0.4925, -0.5243, -0.4912, -0.4883, -0.5026, -0.467, -0.4529, -0.4775, -0.5029, -0.5006, -0.5268, -0.518, -0.4927, -0.4968, -0.5102, -0.4317, -0.4467, -0.4363, -0.4355, -0.4289, -0.4288, -0.4954, -0.4782, -0.4896, -0.4895, -0.5124, -0.5199, -0.5035, -0.5071, -0.5263, -0.5071, -0.4608, -0.4561, -0.4834, -0.4999, -0.5342, -0.518, -0.5526, -0.5777, -0.571, -0.6204, -0.6085, -0.6049, -0.6269, -0.6724, -0.6875, -0.6892, -0.7093, -0.7092, -0.7354, -0.7459, -0.7292, -0.7239, -0.7339, -0.7243, -0.7243, -0.6966, -0.7117, -0.7061, -0.6725, -0.668, -0.675, -0.6813, -0.6626, -0.6644, -0.6638, -0.6832, -0.7136, -0.6849]}
{"unit_id": "quote:1939172230568501351", "ticker_idx": 0, "ts": "2025-06-29T04:01:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Big Beautiful Bill is moving forward. We will moon by 4th of July as expected. $TSLA $HOOD $RKLB", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on TSLA, HOOD, and RKLB into July 4th on passage of the One Big Beautiful Bill Act.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I don't care what you guys say about Elon making political posts. The Big Beautiful Bill is moving forward. We will moon by 4th of July as expected. \n\n$TSLA $HOOD $RKLB", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The motion for the “One Big Beautiful Bill Act,” passed the U.S. Senate by a vote of 51–49. https://t.co/p7EeKbrhKB", "parent_author": null, "ret_m1d": 0.018793682402186596, "ret_signed_m1d": 0.018793682402186596, "alpha_spy_m1d": 0.0235521108313419, "alpha_c_m1d": 0.012996099403769668, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": 0.005797582998416928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05335897504131726, "ret_signed_p1d": -0.05335897504131726, "alpha_spy_p1d": -0.053035360757182515, "alpha_c_p1d": -0.057638140075590316, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.004279165034273058, "ret_p1w": -0.0746710349028824, "ret_signed_p1w": -0.0746710349028824, "alpha_spy_p1w": -0.0792514754757635, "alpha_c_p1w": -0.07959436010237286, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.004923325199490458, "ret_p1m": 0.011144017201131007, "ret_signed_p1m": 0.011144017201131007, "alpha_spy_p1m": -0.01703439694704567, "alpha_c_p1m": -0.022399434706305454, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.03354345190743646, "ret_p3m": 0.33284017429777446, "ret_signed_p3m": 0.33284017429777446, "alpha_spy_p3m": 0.26482294403452533, "alpha_c_p3m": 0.24400458648641132, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.08883558781136314, "ret_p6m": 0.5285525151447059, "ret_signed_p6m": 0.5285525151447059, "alpha_spy_p6m": 0.40869197692021575, "alpha_c_p6m": 0.4000565010626176, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.12849601408208833, "ret_p1y": 0.2478121271585596, "ret_signed_p1y": 0.2478121271585596, "alpha_spy_p1y": 0.038384244252195776, "alpha_c_p1y": 0.1788769421666423, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.06893518499191731, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011144017201131007, "alpha_spy_stated": -0.01703439694704567, "alpha_c_stated": -0.022399434706305454, "price_path": [-0.1099, -0.1586, -0.2463, -0.2656, -0.3016, -0.1431, -0.2054, -0.2057, -0.2056, -0.2001, -0.2396, -0.2402, -0.2402, -0.2838, -0.2509, -0.2107, -0.1831, -0.103, -0.1, -0.0807, -0.1118, -0.1169, -0.0959, -0.1177, -0.1332, -0.1305, -0.1034, -0.0611, 0.0023, 0.0517, 0.0945, 0.0792, 0.1017, 0.0769, 0.0824, 0.0534, 0.0736, 0.0682, 0.0682, 0.1424, 0.1235, 0.1283, 0.0907, 0.0788, 0.0838, 0.0453, -0.1038, -0.0709, -0.0286, 0.0265, 0.0276, 0.0046, 0.0241, 0.0361, -0.0041, 0.0138, 0.0138, 0.0142, 0.0977, 0.0718, 0.0311, 0.0256, 0.0188, 0.0, -0.0534, -0.0063, -0.0073, -0.0073, -0.0747, -0.0625, -0.0686, -0.0245, -0.0131, -0.0024, -0.0217, 0.0126, 0.0055, 0.0377, 0.0341, 0.0455, 0.0469, -0.0389, -0.005, 0.025, 0.0111, 0.0043, -0.0296, -0.0473, -0.0264, -0.0281, 0.0071, 0.0145, 0.0377, 0.0673, 0.073, 0.0684, 0.0564, 0.0406, 0.0551, 0.0367, 0.0196, 0.0077, 0.0704, 0.0911, 0.1071, 0.1005, 0.0892, 0.051, 0.051, 0.0368, 0.0517, 0.0657, 0.1045, 0.0905, 0.0923, 0.0948, 0.161, 0.2464, 0.2908, 0.3273, 0.3406, 0.3123, 0.3413, 0.3669, 0.3406, 0.3939, 0.3328, 0.3864, 0.3952, 0.4, 0.4464, 0.3725, 0.3531, 0.4268, 0.3634, 0.381, 0.3711, 0.3017, 0.3722, 0.3513, 0.3699, 0.3497, 0.383, 0.4085, 0.3933, 0.3819, 0.4134, 0.3654, 0.4242, 0.4498, 0.4528, 0.3854, 0.4373, 0.4744, 0.3985, 0.4546, 0.4037, 0.3521, 0.4016, 0.3839, 0.3555, 0.2655, 0.2729, 0.2873, 0.2631, 0.2718, 0.2442, 0.2312, 0.3152, 0.3203, 0.3429, 0.3429, 0.3542, 0.3541, 0.3513, 0.4063, 0.4309, 0.4323, 0.3838, 0.4014, 0.4212, 0.4068, 0.4448, 0.4963, 0.5422, 0.4709, 0.5217, 0.5148, 0.5385, 0.5286]}
{"unit_id": "quote:1939172230568501351", "ticker_idx": 1, "ts": "2025-06-29T04:01:02+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Big Beautiful Bill is moving forward. We will moon by 4th of July as expected. $TSLA $HOOD $RKLB", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish on TSLA, HOOD, and RKLB into July 4th on passage of the One Big Beautiful Bill Act.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I don't care what you guys say about Elon making political posts. The Big Beautiful Bill is moving forward. We will moon by 4th of July as expected. \n\n$TSLA $HOOD $RKLB", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The motion for the “One Big Beautiful Bill Act,” passed the U.S. Senate by a vote of 51–49. https://t.co/p7EeKbrhKB", "parent_author": null, "ret_m1d": -0.11321156450994274, "ret_signed_m1d": -0.11321156450994274, "alpha_spy_m1d": -0.10845313608078744, "alpha_c_m1d": -0.10500078251689726, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013884390264849888, "ret_signed_p1d": -0.013884390264849888, "alpha_spy_p1d": -0.013560775980715145, "alpha_c_p1d": -0.01942198385381355, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": -0.001815637871751652, "ret_signed_p1w": -0.001815637871751652, "alpha_spy_p1w": -0.006396078444632747, "alpha_c_p1w": -0.007735073248912427, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.10349249947299888, "ret_signed_p1m": 0.10349249947299888, "alpha_spy_p1m": 0.0753140853248222, "alpha_c_p1m": 0.09528156953660272, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": 0.309943448934594, "ret_signed_p3m": 0.309943448934594, "alpha_spy_p3m": 0.2419262186713449, "alpha_c_p3m": 0.2855779187884733, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": 0.2842037956951895, "ret_signed_p6m": 0.2842037956951895, "alpha_spy_p6m": 0.16434325747069933, "alpha_c_p6m": 0.21857760475121624, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": 0.1235715052250721, "ret_signed_p1y": 0.1235715052250721, "alpha_spy_p1y": -0.08585637768129173, "alpha_c_p1y": 0.0791341308289768, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10349249947299888, "alpha_spy_stated": 0.0753140853248222, "alpha_c_stated": 0.09528156953660272, "price_path": [-0.5442, -0.5914, -0.6314, -0.6218, -0.6351, -0.5492, -0.5673, -0.5335, -0.5286, -0.5292, -0.5657, -0.5602, -0.5602, -0.5744, -0.5505, -0.523, -0.4857, -0.4719, -0.4774, -0.4727, -0.4755, -0.5021, -0.481, -0.4868, -0.48, -0.4661, -0.4225, -0.4163, -0.3866, -0.3317, -0.3443, -0.3519, -0.3404, -0.3136, -0.3067, -0.318, -0.3082, -0.3253, -0.3253, -0.2949, -0.3043, -0.317, -0.2935, -0.274, -0.234, -0.2281, -0.2256, -0.2003, -0.2161, -0.2256, -0.2003, -0.2114, -0.2246, -0.1803, -0.1995, -0.1632, -0.1632, -0.1616, -0.1846, -0.1241, -0.1162, -0.0973, -0.1132, 0.0, -0.0139, 0.0465, 0.0082, 0.0082, -0.0018, -0.0252, 0.0097, 0.0541, 0.0503, 0.0676, 0.0631, 0.1027, 0.1262, 0.1721, 0.1144, 0.0878, 0.0902, 0.0886, 0.1198, 0.1403, 0.1035, 0.1332, 0.1006, 0.067, 0.1361, 0.1263, 0.1284, 0.188, 0.2243, 0.2135, 0.2185, 0.1601, 0.1824, 0.2194, 0.2285, 0.1481, 0.1251, 0.1353, 0.1676, 0.1528, 0.162, 0.0992, 0.1074, 0.1111, 0.1111, 0.077, 0.0768, 0.0991, 0.0814, 0.2526, 0.2656, 0.2545, 0.2576, 0.2286, 0.2264, 0.2537, 0.2671, 0.2914, 0.3327, 0.3339, 0.3479, 0.3543, 0.3099, 0.3007, 0.4602, 0.5292, 0.4861, 0.5561, 0.5878, 0.5407, 0.5486, 0.6113, 0.6283, 0.4841, 0.5025, 0.4413, 0.4328, 0.4038, 0.3875, 0.4504, 0.4081, 0.3588, 0.4347, 0.493, 0.5578, 0.562, 0.5465, 0.4746, 0.5677, 0.5709, 0.4611, 0.5217, 0.3573, 0.3923, 0.4512, 0.4091, 0.4203, 0.298, 0.3083, 0.2386, 0.2208, 0.262, 0.1344, 0.146, 0.2279, 0.2343, 0.3692, 0.3692, 0.3723, 0.3162, 0.3452, 0.4273, 0.4641, 0.4093, 0.4571, 0.4494, 0.4489, 0.3177, 0.2763, 0.231, 0.2752, 0.2368, 0.2513, 0.2961, 0.307, 0.2842]}
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{"unit_id": "orig:1886229904355963368", "ticker_idx": 0, "ts": "2025-02-03T01:47:08+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Any lower price is a discount IMHO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD: tariff-immune online financial services benefits from market volatility; any dip is a buying opportunity.", "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": "A reminder that $hood is an online financial service company, which is not impacted by tariffs.  We love market volatility/trading profits.\n\nAny lower price is a discount IMHO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0009633764082956908, "ret_signed_m1d": 0.0009633764082956908, "alpha_spy_m1d": -0.005811770005922812, "alpha_c_m1d": -0.00313336040399137, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.004096736812287061, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013102124955366667, "ret_signed_p1d": 0.013102124955366667, "alpha_spy_p1d": 0.006393859719154182, "alpha_c_p1d": 0.015443204400004129, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": -0.0023410794446374616, "ret_p1w": 0.0842003623006784, "ret_signed_p1w": 0.0842003623006784, "alpha_spy_p1w": 0.07235647418624258, "alpha_c_p1w": 0.08127416521071007, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.00292619708996833, "ret_p1m": -0.10944123580311571, "ret_signed_p1m": -0.10944123580311571, "alpha_spy_p1m": -0.07446123732559717, "alpha_c_p1m": -0.08329991771450207, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.02614131808861364, "ret_p3m": -0.10173415103584094, "ret_signed_p3m": -0.10173415103584094, "alpha_spy_p3m": -0.03880010491254504, "alpha_c_p3m": -0.0562224554565387, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.045511695579302236, "ret_p6m": 0.9907513806778165, "ret_signed_p6m": 0.9907513806778165, "alpha_spy_p6m": 0.9216870099325993, "alpha_c_p6m": 0.9534241779891979, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.037327202688618666, "ret_p1y": 1.0408476889182827, "ret_signed_p1y": 1.0408476889182827, "alpha_spy_p1y": 0.8807882560602869, "alpha_c_p1y": 0.9834136124520523, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.057434076466230444, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10944123580311571, "alpha_spy_stated": -0.07446123732559717, "alpha_c_stated": -0.08329991771450207, "price_path": [-0.4247, -0.4343, -0.4116, -0.368, -0.3642, -0.3852, -0.3792, -0.3773, -0.3256, -0.321, -0.3048, -0.3239, -0.2938, -0.2707, -0.2983, -0.2746, -0.2746, -0.2767, -0.2751, -0.2555, -0.2293, -0.2501, -0.1971, -0.2382, -0.2802, -0.2709, -0.2422, -0.2254, -0.1676, -0.1979, -0.2855, -0.2882, -0.2615, -0.2775, -0.2374, -0.2374, -0.222, -0.2482, -0.2624, -0.2821, -0.2821, -0.2401, -0.2033, -0.1771, -0.2185, -0.2137, -0.2137, -0.2277, -0.2372, -0.1954, -0.1222, -0.1121, -0.0723, -0.0723, -0.0366, -0.0335, -0.0297, -0.015, -0.0802, -0.0482, -0.0145, 0.0212, 0.001, 0.0, 0.0131, 0.0443, 0.0245, 0.0763, 0.0842, 0.0277, 0.0773, 0.2293, 0.2578, 0.2578, 0.1645, 0.1412, 0.0802, -0.0058, -0.038, -0.1152, -0.0588, -0.0601, -0.0347, -0.0965, -0.1094, -0.0728, -0.136, -0.1441, -0.3135, -0.2994, -0.2501, -0.306, -0.2439, -0.1904, -0.2274, -0.1753, -0.1588, -0.1453, -0.0682, -0.0723, -0.1382, -0.1524, -0.1923, -0.1981, -0.1877, -0.1776, -0.2628, -0.3351, -0.3177, -0.3416, -0.1867, -0.2195, -0.1584, -0.1495, -0.1507, -0.2166, -0.2066, -0.2066, -0.2322, -0.189, -0.1395, -0.0723, -0.0472, -0.0572, -0.0487, -0.0538, -0.1017, -0.0638, -0.0742, -0.0618, -0.0368, 0.0418, 0.053, 0.1066, 0.2056, 0.1829, 0.1692, 0.19, 0.2383, 0.2507, 0.2304, 0.248, 0.2171, 0.2171, 0.2721, 0.2551, 0.2322, 0.2746, 0.3098, 0.3819, 0.3925, 0.3971, 0.4428, 0.4143, 0.3971, 0.4428, 0.4227, 0.3988, 0.4788, 0.4441, 0.5096, 0.5096, 0.5125, 0.4711, 0.5802, 0.5944, 0.6285, 0.5998, 0.804, 0.779, 0.8879, 0.8189, 0.8189, 0.8008, 0.7586, 0.8216, 0.9017, 0.8948, 0.926, 0.9179, 0.9894, 1.0318, 1.1145, 1.0104, 0.9624, 0.9669, 0.964, 1.0202, 1.0572, 0.9908]}
{"unit_id": "reply:1914780840250270090", "ticker_idx": 0, "ts": "2025-04-22T20:38:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Affordable deliveries by Q2. I'm bullish!!", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish TSLA on affordable deliveries expected by Q2.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChrisDungeon Affordable deliveries by Q2. I'm bullish!!", "reply_text": null, "parent_text": "Bad $TSLA Q1 results priced in so far? \n\nNot much movement after hours. https://t.co/B8AigtwNrE", "quoted_text": null, "parent_author": "ChrisDungeon", "ret_m1d": -0.050929265345370234, "ret_signed_m1d": -0.050929265345370234, "alpha_spy_m1d": -0.03567046053479728, "alpha_c_m1d": -0.029071333883929018, "bench_spy_m1d": -0.015258804810572957, "bench_c_m1d": -0.021857931461441216, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0349764859229853, "ret_signed_p1d": 0.0349764859229853, "alpha_spy_p1d": 0.013927339342373335, "alpha_c_p1d": 0.015062703436260705, "bench_spy_p1d": 0.021049146580611966, "bench_c_p1d": 0.019913782486724596, "ret_p1w": 0.1253090750602297, "ret_signed_p1w": 0.1253090750602297, "alpha_spy_p1w": 0.08959865364727082, "alpha_c_p1w": 0.08884415666209966, "bench_spy_p1w": 0.03571042141295888, "bench_c_p1w": 0.03646491839813004, "ret_p1m": 0.36013400763134173, "ret_signed_p1m": 0.36013400763134173, "alpha_spy_p1m": 0.27110088488811845, "alpha_c_p1m": 0.243278193106927, "bench_spy_p1m": 0.08903312274322328, "bench_c_p1m": 0.11685581452441474, "ret_p3m": 0.3100820891675806, "ret_signed_p3m": 0.3100820891675806, "alpha_spy_p3m": 0.1322611442448398, "alpha_c_p3m": 0.13472156819298142, "bench_spy_p3m": 0.1778209449227408, "bench_c_p3m": 0.1753605209745992, "ret_p6m": 0.7099385443368711, "ret_signed_p6m": 0.7099385443368711, "alpha_spy_p6m": 0.4689871526896674, "alpha_c_p6m": 0.4839771962305641, "bench_spy_p6m": 0.2409513916472037, "bench_c_p6m": 0.22596134810630697, "ret_p1y": 0.3916806435443134, "ret_signed_p1y": 0.3916806435443134, "alpha_spy_p1y": 0.10811053312900398, "alpha_c_p1y": 0.1959863533797348, "bench_spy_p1y": 0.28357011041530944, "bench_c_p1y": 0.19569429016457862, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36013400763134173, "alpha_spy_stated": 0.27110088488811845, "alpha_c_stated": 0.243278193106927, "price_path": [0.6215, 0.5839, 0.5877, 0.5518, 0.5964, 0.6136, 0.5302, 0.5642, 0.5082, 0.4929, 0.4422, 0.3988, 0.3101, 0.3421, 0.4196, 0.4192, 0.4192, 0.4123, 0.438, 0.4134, 0.3472, 0.3182, 0.2076, 0.1598, 0.1245, 0.1685, 0.1352, 0.0849, 0.1131, 0.0507, 0.0476, -0.114, -0.0804, -0.0106, -0.0401, -0.003, -0.0508, -0.1014, -0.0593, -0.0577, -0.0081, 0.1103, 0.1492, 0.085, 0.0893, 0.0511, 0.0336, 0.0707, 0.1277, 0.066, -0.0451, -0.0696, -0.1152, 0.0856, 0.0066, 0.0063, 0.0064, 0.0134, -0.0367, -0.0374, -0.0374, -0.0927, -0.0509, 0.0, 0.035, 0.1364, 0.1401, 0.1647, 0.1253, 0.1188, 0.1454, 0.1177, 0.0981, 0.1016, 0.1359, 0.1895, 0.2698, 0.3323, 0.3866, 0.3672, 0.3958, 0.3643, 0.3712, 0.3345, 0.3601, 0.3534, 0.3534, 0.4473, 0.4234, 0.4295, 0.3817, 0.3667, 0.373, 0.3243, 0.1354, 0.1771, 0.2307, 0.3005, 0.3019, 0.2727, 0.2974, 0.3126, 0.2617, 0.2844, 0.2844, 0.2848, 0.3906, 0.3579, 0.3063, 0.2993, 0.2907, 0.2669, 0.1993, 0.2589, 0.2577, 0.2577, 0.1723, 0.1877, 0.18, 0.2358, 0.2503, 0.2639, 0.2395, 0.2829, 0.2739, 0.3147, 0.3101, 0.3245, 0.3263, 0.2176, 0.2605, 0.2985, 0.281, 0.2724, 0.2294, 0.2069, 0.2334, 0.2312, 0.2759, 0.2853, 0.3147, 0.3521, 0.3593, 0.3535, 0.3384, 0.3183, 0.3367, 0.3134, 0.2918, 0.2767, 0.356, 0.3823, 0.4025, 0.3943, 0.3798, 0.3315, 0.3315, 0.3136, 0.3324, 0.3501, 0.3992, 0.3815, 0.3838, 0.3871, 0.4709, 0.5791, 0.6353, 0.6815, 0.6984, 0.6625, 0.6993, 0.7317, 0.6984, 0.7659, 0.6886, 0.7564, 0.7676, 0.7736, 0.8324, 0.7389, 0.7142, 0.8076, 0.7272, 0.7496, 0.737, 0.6491, 0.7385, 0.7119, 0.7355, 0.7099]}
{"unit_id": "thread:1887334207896035650", "ticker_idx": 0, "ts": "2025-02-06T02:55:14+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 a growth company. Look at its revenue price/sales and growth rates. Same story for Google, amazon, Facebook in their early days.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: frames it as early-stage growth company analogous to Google/Amazon/Facebook in their early days.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "This is the wrong take.\n\n$pltr is a growth company. Look  at its revenue price/sales and growth rates.  Same story for Google, amazon, Facebook in their early days.\n\n---\n\nHeres a video of Jeff bezos response on losing money\n\nhttps://t.co/p0lyWqJiFn", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08914448488285642, "ret_signed_m1d": -0.08914448488285642, "alpha_spy_m1d": -0.08568079146288077, "alpha_c_m1d": -0.08568079146288077, "bench_spy_m1d": -0.0034636934199756553, "bench_c_m1d": -0.0034636934199756553, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038641293124797027, "ret_signed_p1d": -0.0038641293124797027, "alpha_spy_p1d": 0.005289486089667728, "alpha_c_p1d": 0.005289486089667728, "bench_spy_p1d": -0.00915361540214743, "bench_c_p1d": -0.00915361540214743, "ret_p1w": 0.05957948378451983, "ret_signed_p1w": 0.05957948378451983, "alpha_spy_p1w": 0.0539553974720115, "alpha_c_p1w": 0.0539553974720115, "bench_spy_p1w": 0.005624086312508325, "bench_c_p1w": 0.005624086312508325, "ret_p1m": -0.23696976461589891, "ret_signed_p1m": -0.23696976461589891, "alpha_spy_p1m": -0.18683114111176624, "alpha_c_p1m": -0.18683114111176624, "bench_spy_p1m": -0.05013862350413267, "bench_c_p1m": -0.05013862350413267, "ret_p3m": -0.021746928428215795, "ret_signed_p3m": -0.021746928428215795, "alpha_spy_p3m": 0.053855252933798226, "alpha_c_p3m": 0.053855252933798226, "bench_spy_p3m": -0.07560218136201402, "bench_c_p3m": -0.07560218136201402, "ret_p6m": 0.3863228429614447, "ret_signed_p6m": 0.3863228429614447, "alpha_spy_p6m": 0.3547988199044212, "alpha_c_p6m": 0.3547988199044212, "bench_spy_p6m": 0.03152402305702351, "bench_c_p6m": 0.03152402305702351, "ret_p1y": 0.5049425148974762, "ret_signed_p1y": 0.5049425148974762, "alpha_spy_p1y": 0.34901027055233014, "alpha_c_p1y": 0.34901027055233014, "bench_spy_p1y": 0.15593224434514608, "bench_c_p1y": 0.15593224434514608, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23696976461589891, "alpha_spy_stated": -0.18683114111176624, "alpha_c_stated": -0.18683114111176624, "price_path": [-0.4587, -0.4622, -0.4545, -0.4682, -0.409, -0.4495, -0.434, -0.4418, -0.4486, -0.4217, -0.419, -0.4092, -0.4065, -0.4065, -0.3972, -0.4034, -0.3623, -0.3723, -0.3542, -0.314, -0.3488, -0.363, -0.3484, -0.3422, -0.3164, -0.3193, -0.3315, -0.3574, -0.3331, -0.2762, -0.2749, -0.2597, -0.2597, -0.2619, -0.2894, -0.3064, -0.3204, -0.3204, -0.3243, -0.2821, -0.3178, -0.371, -0.3869, -0.3869, -0.3956, -0.4161, -0.4077, -0.3877, -0.3778, -0.3551, -0.3551, -0.3434, -0.3092, -0.2903, -0.2903, -0.3221, -0.279, -0.2832, -0.2701, -0.2587, -0.2475, -0.0669, -0.0891, 0.0, -0.0039, 0.0483, 0.012, 0.0549, 0.0596, 0.0708, 0.0708, 0.1199, 0.007, -0.045, -0.0892, -0.1851, -0.2106, -0.1974, -0.2382, -0.2369, -0.2504, -0.2416, -0.1901, -0.277, -0.237, -0.3136, -0.2986, -0.2483, -0.2845, -0.225, -0.215, -0.2461, -0.2263, -0.2147, -0.1826, -0.1306, -0.1328, -0.1707, -0.1904, -0.2285, -0.2416, -0.239, -0.2141, -0.2487, -0.3349, -0.3005, -0.3052, -0.1732, -0.2039, -0.2043, -0.1677, -0.1157, -0.1669, -0.1573, -0.1573, -0.184, -0.1554, -0.094, -0.0315, 0.0135, 0.0303, 0.0431, 0.0643, 0.0442, 0.1168, 0.1122, -0.0217, -0.0072, 0.0707, 0.0541, 0.0645, 0.1512, 0.1698, 0.1513, 0.1639, 0.1352, 0.1286, 0.0836, 0.0989, 0.1081, 0.1081, 0.1088, 0.1121, 0.0992, 0.1842, 0.1866, 0.1967, 0.1683, 0.0776, 0.1477, 0.1867, 0.1935, 0.2256, 0.2149, 0.2347, 0.2708, 0.2419, 0.2577, 0.2577, 0.2338, 0.2574, 0.2871, 0.2841, 0.2963, 0.1749, 0.225, 0.1743, 0.1873, 0.2074, 0.2074, 0.2502, 0.2555, 0.2862, 0.2806, 0.277, 0.3403, 0.3352, 0.3561, 0.3838, 0.3796, 0.364, 0.3396, 0.3896, 0.3916, 0.427, 0.4188, 0.404, 0.4253, 0.423, 0.3863]}
{"unit_id": "orig:1922683856794055031", "ticker_idx": 0, "ts": "2025-05-14T16:02:07+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm riding $TSLA for a while. The reward/risk is asymmetric.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding TSLA long; asymmetric reward/risk.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "@ramseyxhassan I'm riding $TSLA for a while. The reward/risk is asymmetric.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03914514967288929, "ret_signed_m1d": -0.03914514967288929, "alpha_spy_m1d": -0.03786869857351183, "alpha_c_m1d": -0.0353045837848297, "bench_spy_m1d": -0.0012764510993774625, "bench_c_m1d": -0.0038405658880595883, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013978329078298546, "ret_signed_p1d": -0.013978329078298546, "alpha_spy_p1d": -0.018862508363323705, "alpha_c_p1d": -0.011757275489711838, "bench_spy_p1d": 0.004884179285025159, "bench_c_p1d": -0.0022210535885867078, "ret_p1w": -0.037563270345476796, "ret_signed_p1w": -0.037563270345476796, "alpha_spy_p1w": -0.029513349078219342, "alpha_c_p1w": -0.01692561233482004, "bench_spy_p1w": -0.008049921267257454, "bench_c_p1w": -0.020637658010656756, "ret_p1m": -0.08217328556740067, "ret_signed_p1m": -0.08217328556740067, "alpha_spy_p1m": -0.10967523453063444, "alpha_c_p1m": -0.07106787501154899, "bench_spy_p1m": 0.02750194896323377, "bench_c_p1m": -0.01110541055585168, "ret_p3m": -0.02487918223281449, "ret_signed_p3m": -0.02487918223281449, "alpha_spy_p3m": -0.11032967266791083, "alpha_c_p3m": -0.0652615987730607, "bench_spy_p3m": 0.08545049043509634, "bench_c_p3m": 0.04038241654024621, "ret_p6m": 0.28252995011401083, "ret_signed_p6m": 0.28252995011401083, "alpha_spy_p6m": 0.13520718463288062, "alpha_c_p6m": 0.1886105014555528, "bench_spy_p6m": 0.1473227654811302, "bench_c_p6m": 0.09391944865845803, "ret_p1y": 0.12407965818345623, "ret_signed_p1y": 0.12407965818345623, "alpha_spy_p1y": -0.11643004165461202, "alpha_c_p1y": 0.017535472244733397, "bench_spy_p1y": 0.24050969983806825, "bench_c_p1y": 0.10654418593872284, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08217328556740067, "alpha_spy_stated": -0.10967523453063444, "alpha_c_stated": -0.07106787501154899, "price_path": [0.0235, 0.0235, 0.0185, 0.037, 0.0193, -0.0284, -0.0493, -0.1291, -0.1636, -0.1891, -0.1573, -0.1813, -0.2176, -0.1973, -0.2423, -0.2445, -0.3611, -0.3368, -0.2864, -0.3078, -0.281, -0.3154, -0.352, -0.3216, -0.3205, -0.2847, -0.1993, -0.1712, -0.2175, -0.2144, -0.242, -0.2546, -0.2279, -0.1867, -0.2312, -0.3113, -0.329, -0.3619, -0.2171, -0.274, -0.2743, -0.2742, -0.2691, -0.3053, -0.3058, -0.3058, -0.3457, -0.3155, -0.2788, -0.2536, -0.1804, -0.1777, -0.1601, -0.1884, -0.1932, -0.1739, -0.1939, -0.208, -0.2055, -0.1808, -0.1421, -0.0843, -0.0391, 0.0, -0.014, 0.0066, -0.0161, -0.0111, -0.0376, -0.0191, -0.024, -0.024, 0.0437, 0.0265, 0.0309, -0.0035, -0.0144, -0.0098, -0.045, -0.1811, -0.1511, -0.1125, -0.0621, -0.0611, -0.0822, -0.0643, -0.0534, -0.0901, -0.0737, -0.0737, -0.0734, 0.0029, -0.0207, -0.0579, -0.063, -0.0692, -0.0863, -0.1351, -0.0921, -0.093, -0.093, -0.1546, -0.1434, -0.149, -0.1087, -0.0983, -0.0885, -0.1061, -0.0748, -0.0813, -0.0519, -0.0552, -0.0448, -0.0435, -0.1219, -0.0909, -0.0635, -0.0762, -0.0824, -0.1134, -0.1296, -0.1105, -0.1121, -0.0799, -0.0731, -0.0519, -0.0249, -0.0197, -0.0239, -0.0348, -0.0492, -0.036, -0.0528, -0.0684, -0.0793, -0.0221, -0.0031, 0.0115, 0.0055, -0.0049, -0.0397, -0.0397, -0.0527, -0.0391, -0.0263, 0.0091, -0.0037, -0.002, 0.0003, 0.0608, 0.1388, 0.1794, 0.2127, 0.2249, 0.1989, 0.2255, 0.2489, 0.2248, 0.2736, 0.2178, 0.2667, 0.2748, 0.2791, 0.3215, 0.254, 0.2363, 0.3036, 0.2457, 0.2618, 0.2527, 0.1893, 0.2537, 0.2346, 0.2516, 0.2332, 0.2635, 0.2869, 0.273, 0.2626, 0.2914, 0.2475, 0.3013, 0.3246, 0.3274, 0.2658, 0.3132, 0.3471, 0.2778, 0.329, 0.2825]}
{"unit_id": "quote:1925191282252509647", "ticker_idx": 0, "ts": "2025-05-21T14:05:44+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$crwv won't stop. It's AI world and we're living in it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish CRWV on AI tailwind; stock won't stop rising.", "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": "quote", "lang": "en", "tweet_text": "$crwv won't stop. It's AI world and we're living in it. My csp was too low!! https://t.co/EWiBK5jM7n", "reply_text": null, "parent_text": null, "quoted_text": "I really like that CoreWeave $CRWV have competitive pricing. The revenue trend is also great to see for a growth company. https://t.co/jievQv5SgI", "parent_author": null, "ret_m1d": -0.1596983110471275, "ret_signed_m1d": -0.1596983110471275, "alpha_spy_m1d": -0.17683779377676556, "alpha_c_m1d": -0.17683779377676556, "bench_spy_m1d": 0.017139482729638056, "bench_c_m1d": 0.017139482729638056, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06732466494674338, "ret_signed_p1d": -0.06732466494674338, "alpha_spy_p1d": -0.06771926680186047, "alpha_c_p1d": -0.06771926680186047, "bench_spy_p1d": 0.0003946018551170827, "bench_c_p1d": 0.0003946018551170827, "ret_p1w": 0.08157186130941407, "ret_signed_p1w": 0.08157186130941407, "alpha_spy_p1w": 0.07321651745414326, "alpha_c_p1w": 0.07321651745414326, "bench_spy_p1w": 0.008355343855270814, "bench_c_p1w": 0.008355343855270814, "ret_p1m": 0.5830151873190781, "ret_signed_p1m": 0.5830151873190781, "alpha_spy_p1m": 0.5580006578791357, "alpha_c_p1m": 0.5580006578791357, "bench_spy_p1m": 0.025014529439942423, "bench_c_p1m": 0.025014529439942423, "ret_p3m": -0.09861250021490753, "ret_signed_p3m": -0.09861250021490753, "alpha_spy_p3m": -0.2055707347517658, "alpha_c_p3m": -0.2055707347517658, "bench_spy_p3m": 0.10695823453685827, "bench_c_p3m": 0.10695823453685827, "ret_p6m": -0.2705093883682246, "ret_signed_p6m": -0.2705093883682246, "alpha_spy_p6m": -0.4301280687520843, "alpha_c_p6m": -0.4301280687520843, "bench_spy_p6m": 0.15961868038385973, "bench_c_p6m": 0.15961868038385973, "ret_p1y": 0.06294815322330738, "ret_signed_p1y": 0.06294815322330738, "alpha_spy_p1y": -0.21707740032632006, "alpha_c_p1y": -0.21707740032632006, "bench_spy_p1y": 0.28002555354962744, "bench_c_p1y": 0.28002555354962744, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5830151873190781, "alpha_spy_stated": 0.5580006578791357, "alpha_c_stated": 0.5580006578791357, "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, -0.6275, -0.6547, -0.5105, -0.4286, -0.499, -0.5547, -0.5358, -0.5939, -0.5459, -0.607, -0.5926, -0.5939, -0.6203, -0.6207, -0.636, -0.636, -0.6702, -0.6414, -0.6124, -0.611, -0.6132, -0.6087, -0.6013, -0.6154, -0.5873, -0.5198, -0.525, -0.4944, -0.5009, -0.4878, -0.5217, -0.4553, -0.4109, -0.3718, -0.3876, -0.2523, -0.1937, -0.1597, 0.0, -0.0673, -0.0433, -0.0433, 0.1544, 0.0816, -0.0171, 0.0365, 0.1193, 0.4012, 0.5188, 0.2576, 0.3051, 0.5095, 0.4424, 0.394, 0.3872, 0.3706, 0.4759, 0.601, 0.583, 0.583, 0.7095, 0.6173, 0.6074, 0.4852, 0.472, 0.4898, 0.5184, 0.4521, 0.4133, 0.5383, 0.5383, 0.4871, 0.4103, 0.4252, 0.2877, 0.1718, 0.2327, 0.3092, 0.332, 0.2311, 0.1455, 0.1631, 0.2084, 0.1738, 0.1174, 0.0766, 0.0269, 0.0126, -0.0419, 0.0628, -0.0303, -0.0129, 0.0414, 0.0265, 0.1275, 0.2064, 0.3016, 0.3851, 0.0966, -0.0734, -0.0691, -0.0986, -0.135, -0.1478, -0.1546, -0.1248, -0.1398, -0.149, -0.0974, -0.0428, -0.0405, -0.0405, -0.1308, -0.1631, -0.1854, -0.1704, -0.1289, -0.0668, 0.0908, 0.0494, 0.0426, 0.1218, 0.1058, 0.1254, 0.1304, 0.1627, 0.2406, 0.2188, 0.2422, 0.1794, 0.1206, 0.1409, 0.2743, 0.2762, 0.285, 0.2551, 0.2464, 0.1996, 0.3035, 0.3323, 0.289, 0.3187, 0.2483, 0.2966, 0.3199, 0.2745, 0.1832, 0.1645, 0.1317, 0.1485, 0.2343, 0.267, 0.2552, 0.303, 0.2204, 0.2451, 0.1763, 0.0778, 0.0655, -0.0043, -0.0315, -0.0166, -0.1769, -0.2045, -0.2705]}
{"unit_id": "quote:1884590631235793112", "ticker_idx": 0, "ts": "2025-01-29T13:13:15+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very good take on $nvda and DeepSeek from Palmer, Founder of Occulus and Anduril Defense", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Palmer Lucky's bullish-on-NVDA take that DeepSeek's $5M cost figure is bogus and pushed to serve shorts against Nvidia.", "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": "Very good take on $nvda and DeepSeek from Palmer, Founder of Occulus and Anduril Defense", "reply_text": null, "parent_text": null, "quoted_text": "DeepSeek is legitimately impressive, but the level of hysteria is an indictment of so many.\n\nThe $5M number is bogus.  It is pushed by a Chinese hedge fund to slow investment in American AI startups, service their own shorts against American titans like Nvidia, and hide sanction", "parent_author": null, "ret_m1d": 0.04276488599627393, "ret_signed_m1d": 0.04276488599627393, "alpha_spy_m1d": 0.03826183496334612, "alpha_c_m1d": 0.03892403693769286, "bench_spy_m1d": 0.004503051032927807, "bench_c_m1d": 0.003840849058581064, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007679888855856465, "ret_signed_p1d": 0.007679888855856465, "alpha_spy_p1d": 0.0023128065890660743, "alpha_c_p1d": -0.01586625526550889, "bench_spy_p1d": 0.005367082266790391, "bench_c_p1d": 0.023546144121365353, "ret_p1w": 0.009135036094853666, "ret_signed_p1w": 0.009135036094853666, "alpha_spy_p1w": 0.005130639190924269, "alpha_c_p1w": -0.022635519534259352, "bench_spy_p1w": 0.004004396903929397, "bench_c_p1w": 0.03177055562911302, "ret_p1m": -0.02869848327553537, "ret_signed_p1m": -0.02869848327553537, "alpha_spy_p1m": -0.0008491556333647399, "alpha_c_p1m": 0.016139368558405143, "bench_spy_p1m": -0.02784932764217063, "bench_c_p1m": -0.04483785183394051, "ret_p3m": -0.1209377577106342, "ret_signed_p3m": -0.1209377577106342, "alpha_spy_p3m": -0.039013237482132146, "alpha_c_p3m": -0.0003682875849838618, "bench_spy_p3m": -0.08192452022850205, "bench_c_p3m": -0.12056947012565034, "ret_p6m": 0.40475385571089073, "ret_signed_p6m": 0.40475385571089073, "alpha_spy_p6m": 0.34427032831782034, "alpha_c_p6m": 0.2032342070962445, "bench_spy_p6m": 0.06048352739307039, "bench_c_p6m": 0.20151964861464622, "ret_p1y": 0.5059088873250424, "ret_signed_p1y": 0.5059088873250424, "alpha_spy_p1y": 0.34311296230100186, "alpha_c_p1y": -0.17085758629166148, "bench_spy_p1y": 0.1627959250240405, "bench_c_p1y": 0.6767664736167038, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02869848327553537, "alpha_spy_stated": -0.0008491556333647399, "alpha_c_stated": 0.016139368558405143, "price_path": [0.0945, 0.0998, 0.131, 0.177, 0.2035, 0.1934, 0.1742, 0.1987, 0.1824, 0.1863, 0.1477, 0.1329, 0.1884, 0.1793, 0.1856, 0.1475, 0.0995, 0.1068, 0.094, 0.094, 0.1175, 0.1206, 0.1338, 0.1732, 0.1727, 0.1515, 0.1222, 0.0919, 0.1262, 0.1103, 0.0853, 0.0671, 0.0541, 0.0421, 0.0564, 0.0889, 0.1291, 0.1335, 0.1335, 0.1312, 0.1076, 0.1115, 0.0856, 0.0856, 0.1181, 0.1679, 0.208, 0.1329, 0.1327, 0.1327, 0.0987, 0.077, 0.0652, 0.1014, 0.0798, 0.1133, 0.1133, 0.1385, 0.1889, 0.1901, 0.153, -0.0427, 0.0428, 0.0, 0.0077, -0.0293, -0.0569, -0.0408, 0.0091, 0.0403, 0.0496, 0.0798, 0.0736, 0.0601, 0.0937, 0.1225, 0.1225, 0.1269, 0.1255, 0.1327, 0.0867, 0.0532, 0.0237, 0.0613, -0.0287, 0.0099, -0.0779, -0.0623, -0.0517, -0.1061, -0.089, -0.1352, -0.1208, -0.0643, -0.0656, -0.0163, -0.0336, -0.0668, -0.0499, -0.0417, -0.0484, -0.0184, -0.0242, -0.0803, -0.0991, -0.1133, -0.1238, -0.1095, -0.1073, -0.177, -0.2375, -0.2106, -0.2214, -0.0757, -0.1303, -0.1032, -0.1049, -0.0929, -0.1552, -0.1795, -0.1795, -0.2165, -0.2005, -0.1696, -0.1395, -0.1025, -0.1209, -0.1186, -0.1194, -0.0977, -0.0743, -0.0798, -0.082, -0.0536, -0.0511, -0.0569, -0.0056, 0.0505, 0.0942, 0.0901, 0.0947, 0.0961, 0.0864, 0.0656, 0.0739, 0.0615, 0.0615, 0.0955, 0.0899, 0.1253, 0.0925, 0.1107, 0.1417, 0.1474, 0.1318, 0.1458, 0.1531, 0.1639, 0.1548, 0.1724, 0.1479, 0.1699, 0.1653, 0.1763, 0.1763, 0.1631, 0.1657, 0.1958, 0.2477, 0.2534, 0.2755, 0.2774, 0.2395, 0.2714, 0.2883, 0.2883, 0.2794, 0.2937, 0.3169, 0.3268, 0.3334, 0.3266, 0.3802, 0.3856, 0.3988, 0.394, 0.3857, 0.3505, 0.3808, 0.4048]}
{"unit_id": "thread:1937156255329423446", "ticker_idx": 0, "ts": "2025-06-23T14:30:16+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Catalyst for demand: 1T transaction volume, COIN+SHOP, and GENIUS Act.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRCL post-IPO: low float due to lockup + catalysts (1T volume, COIN+SHOP, GENIUS Act) explain the rally and imply continued demand.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Let me shed some light why $CRCL rally so hard after IPO.  Imagine you're at a party, There are 10 boxes of pizza, but the guests only have 2 boxes of pizzas. The chefs, and employees can eat the 8 remaining boxes after the party. And you're told that these are made by Michelin chefs.\n\nCRCL sold 1.2 million shares in its IPO, which was about 16.7% of its total shares outstanding after the offering. Insiders/early investors are unable to sell before the 180 day period.\n\nCatalyst for demand: 1T transaction volume, COIN+SHOP, and GENIUS Act.\n\n---\n\nCorrection: At its IPO, Circle Internet Group ($CRCL) sold 34,000,000 shares (including both new and existing shareholder sales).\n\nAccording to the IPO prospectus, after the IPO, Circle had 307,049,000 shares outstanding.\n\nCircle sold about 11.1% of its total outstanding shares in its IPO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08794842419489546, "ret_signed_m1d": -0.08794842419489546, "alpha_spy_m1d": -0.07816744608474524, "alpha_c_m1d": -0.07551231737689124, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.012436106818004222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.154868158740051, "ret_signed_p1d": -0.154868158740051, "alpha_spy_p1d": -0.16591534477955838, "alpha_c_p1d": -0.16982290801731625, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.014954749277265256, "ret_p1w": -0.31186189073444903, "ret_signed_p1w": -0.31186189073444903, "alpha_spy_p1w": -0.34135443790696685, "alpha_c_p1w": -0.34236162107863666, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.030499730344187626, "ret_p1m": -0.24725758827161282, "ret_signed_p1m": -0.24725758827161282, "alpha_spy_p1m": -0.29509565185573394, "alpha_c_p1m": -0.28385729517575453, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.036599706904141716, "ret_p3m": -0.4669956664925232, "ret_signed_p3m": -0.4669956664925232, "alpha_spy_p3m": -0.5704864168713624, "alpha_c_p3m": -0.5321275119864126, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.0651318454938894, "ret_p6m": -0.6849497204244775, "ret_signed_p6m": -0.6849497204244775, "alpha_spy_p6m": -0.8192530042669796, "alpha_c_p6m": -0.7636562872581466, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.07870656683366906, "ret_p1y": -0.7003985703247988, "ret_signed_p1y": -0.7003985703247988, "alpha_spy_p1y": -0.9193991750485955, "alpha_c_p1y": -0.7404494904895271, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.04005092016472833, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24725758827161282, "alpha_spy_stated": -0.29509565185573394, "alpha_c_stated": -0.28385729517575453, "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, null, null, null, null, null, null, null, null, null, null, null, -0.6841, -0.5912, -0.5625, -0.598, -0.5551, -0.5956, -0.493, -0.4266, -0.4339, -0.2424, -0.2424, -0.0879, 0.0, -0.1549, -0.2461, -0.1891, -0.3151, -0.3119, -0.2692, -0.3245, -0.2835, -0.2835, -0.2125, -0.2226, -0.2383, -0.2298, -0.2889, -0.223, -0.2586, -0.1148, -0.1077, -0.1506, -0.1797, -0.2473, -0.2317, -0.2671, -0.2679, -0.2964, -0.3105, -0.2769, -0.3034, -0.3619, -0.3744, -0.4157, -0.3862, -0.4195, -0.3964, -0.3882, -0.3805, -0.4186, -0.4715, -0.4334, -0.4626, -0.4867, -0.4769, -0.4997, -0.4874, -0.5246, -0.5102, -0.5164, -0.503, -0.499, -0.499, -0.544, -0.5504, -0.554, -0.5652, -0.5731, -0.5521, -0.5685, -0.4925, -0.5243, -0.4912, -0.4883, -0.5026, -0.467, -0.4529, -0.4775, -0.5029, -0.5006, -0.5268, -0.518, -0.4927, -0.4968, -0.5102, -0.4317, -0.4467, -0.4363, -0.4355, -0.4289, -0.4288, -0.4954, -0.4782, -0.4896, -0.4895, -0.5124, -0.5199, -0.5035, -0.5071, -0.5263, -0.5071, -0.4608, -0.4561, -0.4834, -0.4999, -0.5342, -0.518, -0.5526, -0.5777, -0.571, -0.6204, -0.6085, -0.6049, -0.6269, -0.6724, -0.6875, -0.6892, -0.7093, -0.7092, -0.7354, -0.7459, -0.7292, -0.7239, -0.7339, -0.7243, -0.7243, -0.6966, -0.7117, -0.7061, -0.6725, -0.668, -0.675, -0.6813, -0.6626, -0.6644, -0.6638, -0.6832, -0.7136, -0.6849]}
{"unit_id": "orig:1889357058882863479", "ticker_idx": 0, "ts": "2025-02-11T16:53:20+00:00", "symbol": "BABA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My trade war and ai hedge. Wish bought it sooner.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding BABA as a trade-war and AI hedge; bullish on Alibaba's proximity to Deepseek ecosystem.", "resolved_tickers": ["BABA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "My trade war and ai hedge. Wish bought it sooner.  Deepseek is also located in Hangzou, location of Alibaba HQ. \n\n$baba https://t.co/4XT9wat4ui", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012945495846209965, "ret_signed_m1d": -0.012945495846209965, "alpha_spy_m1d": -0.012185430155037813, "alpha_c_m1d": -0.024430086202131496, "bench_spy_m1d": -0.0007600656911721515, "bench_c_m1d": 0.011484590355921531, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049210878823463755, "ret_signed_p1d": 0.049210878823463755, "alpha_spy_p1d": 0.052432568684048, "alpha_c_p1d": 0.04938951634466271, "bench_spy_p1d": -0.0032216898605842426, "bench_c_p1d": -0.00017863752119895437, "ret_p1w": 0.12519956693532452, "ret_signed_p1w": 0.12519956693532452, "alpha_spy_p1w": 0.11499011350675747, "alpha_c_p1w": 0.11362555424080512, "bench_spy_p1w": 0.01020945342856705, "bench_c_p1w": 0.011574012694519409, "ret_p1m": 0.21599590122820844, "ret_signed_p1m": 0.21599590122820844, "alpha_spy_p1m": 0.2927169997841451, "alpha_c_p1m": 0.33329846775290417, "bench_spy_p1m": -0.07672109855593667, "bench_c_p1m": -0.11730256652469573, "ret_p3m": 0.11127873835027913, "ret_signed_p3m": 0.11127873835027913, "alpha_spy_p3m": 0.17615856520585838, "alpha_c_p3m": 0.20428453043194827, "bench_spy_p3m": -0.06487982685557925, "bench_c_p3m": -0.09300579208166915, "ret_p6m": 0.08975678468570014, "ret_signed_p6m": 0.08975678468570014, "alpha_spy_p6m": 0.03813057127020736, "alpha_c_p6m": 0.08630908743176002, "bench_spy_p6m": 0.05162621341549278, "bench_c_p6m": 0.0034476972539401185, "ret_p1y": 0.5711576704619414, "ret_signed_p1y": 0.5711576704619414, "alpha_spy_p1y": 0.41110717855247203, "alpha_c_p1y": 0.4786691469041615, "bench_spy_p1y": 0.1600504919094694, "bench_c_p1y": 0.09248852355777992, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21599590122820844, "alpha_spy_stated": 0.2927169997841451, "alpha_c_stated": 0.33329846775290417, "price_path": [-0.1968, -0.2145, -0.2077, -0.2276, -0.2306, -0.2412, -0.2629, -0.2412, -0.2447, -0.2322, -0.2322, -0.2253, -0.2379, -0.2403, -0.2469, -0.2539, -0.2381, -0.1814, -0.2035, -0.211, -0.2088, -0.2213, -0.2369, -0.2273, -0.2463, -0.2524, -0.2704, -0.2451, -0.2417, -0.2417, -0.2367, -0.2458, -0.254, -0.2482, -0.2482, -0.2468, -0.2415, -0.2417, -0.2509, -0.2579, -0.2579, -0.286, -0.2859, -0.2758, -0.269, -0.2691, -0.2453, -0.2453, -0.243, -0.2339, -0.2366, -0.2096, -0.2021, -0.1485, -0.1424, -0.089, -0.1236, -0.1256, -0.0925, -0.1197, -0.1099, -0.0822, -0.0129, 0.0, 0.0492, 0.0599, 0.106, 0.106, 0.1252, 0.1154, 0.2056, 0.2746, 0.1442, 0.1882, 0.2332, 0.2108, 0.1749, 0.1599, 0.1514, 0.2505, 0.2409, 0.2469, 0.1752, 0.2327, 0.216, 0.2267, 0.2511, 0.3085, 0.2657, 0.2697, 0.214, 0.1983, 0.1924, 0.1771, 0.1725, 0.2026, 0.1742, 0.1725, 0.1766, 0.1508, 0.1467, 0.0333, -0.0603, -0.1189, -0.0709, -0.0763, -0.0448, 0.0106, -0.0044, -0.0535, -0.0347, -0.0347, -0.0233, 0.0275, 0.0549, 0.0577, 0.0665, 0.0496, 0.0541, 0.059, 0.0687, 0.1151, 0.1223, 0.1319, 0.0927, 0.1154, 0.1113, 0.1753, 0.1673, 0.1886, 0.0986, 0.0947, 0.0903, 0.1098, 0.0959, 0.0771, 0.0705, 0.0705, 0.0598, 0.0351, 0.039, 0.0094, 0.0175, 0.0194, 0.0591, 0.0637, 0.0585, 0.0771, 0.0807, 0.0669, 0.0515, 0.0177, 0.0456, 0.0372, 0.0233, 0.0233, 0.019, 0.0197, 0.055, 0.0329, 0.0273, 0.0286, 0.0226, 0.0276, -0.0018, -0.0199, -0.0199, -0.0418, -0.0263, -0.0638, -0.0385, -0.0377, -0.0242, 0.0547, 0.0435, 0.0577, 0.0841, 0.0844, 0.0884, 0.1053, 0.0924, 0.0823, 0.1014, 0.0762, 0.0584, 0.0877, 0.0556, 0.0595, 0.0553, 0.0898]}
{"unit_id": "quote:1904899886941602113", "ticker_idx": 0, "ts": "2025-03-26T14:14:59+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'm glad to be investor for both $RKLB and SpaceX", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB as a beneficiary of rocket cargo/point-to-point delivery use cases.", "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": "That's freakin' cool: cargo delivery via rockets/half way around the world in 90mins. \n\nAnother use case for a launch company $RKLB. I'm glad to be investor for both $RKLB and SpaceX", "reply_text": null, "parent_text": null, "quoted_text": "🚨🇺🇸 U.S. AIR FORCE PLANS SPACEX LANDING PADS ON JOHNSTON ISLAND\n\nThe U.S. Air Force just filed plans to build two rocket landing pads on Johnston Island, 700 nautical miles off Hawaii. \n\nIt’s all part of the Rocket Cargo Vanguard program — aiming to deliver supplies anywhere on https://t.co/GvW7n1K9pK", "parent_author": null, "ret_m1d": 0.042695468153509, "ret_signed_m1d": 0.042695468153509, "alpha_spy_m1d": 0.03061288637344628, "alpha_c_m1d": 0.03603381194347266, "bench_spy_m1d": 0.012082581780062718, "bench_c_m1d": 0.0066616562100363375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05246915790854523, "ret_signed_p1d": -0.05246915790854523, "alpha_spy_p1d": -0.04981353059333482, "alpha_c_p1d": -0.047154569577664285, "bench_spy_p1d": -0.002655627315210407, "bench_c_p1d": -0.005314588330880943, "ret_p1w": -0.005144052403421084, "ret_signed_p1w": -0.005144052403421084, "alpha_spy_p1w": 0.0020138189582356025, "alpha_c_p1w": -0.0010273089960065596, "bench_spy_p1w": -0.007157871361656687, "bench_c_p1w": -0.004116743407414525, "ret_p1m": 0.12551432920149685, "ret_signed_p1m": 0.12551432920149685, "alpha_spy_p1m": 0.16403050451470003, "alpha_c_p1m": 0.15979592452253333, "bench_spy_p1m": -0.03851617531320317, "bench_c_p1m": -0.03428159532103647, "ret_p3m": 0.686213882652341, "ret_signed_p3m": 0.686213882652341, "alpha_spy_p3m": 0.627587720216688, "alpha_c_p3m": 0.6061402180324424, "bench_spy_p3m": 0.058626162435652995, "bench_c_p3m": 0.08007366461989851, "ret_p6m": 1.42695468153509, "ret_signed_p6m": 1.42695468153509, "alpha_spy_p6m": 1.2587705031783003, "alpha_c_p6m": 1.2801365825775273, "bench_spy_p6m": 0.16818417835678967, "bench_c_p6m": 0.1468180989575627, "ret_p1y": 2.519033013515586, "ret_signed_p1y": 2.519033013515586, "alpha_spy_p1y": 2.344095469089127, "alpha_c_p1y": 2.273513560400313, "bench_spy_p1y": 0.17493754442645915, "bench_c_p1y": 0.2455194531152729, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12551432920149685, "alpha_spy_stated": 0.16403050451470003, "alpha_c_stated": 0.15979592452253333, "price_path": [0.4002, 0.3539, 0.3102, 0.3102, 0.284, 0.4784, 0.4815, 0.4378, 0.4074, 0.4074, 0.3843, 0.2299, 0.2428, 0.2793, 0.2675, 0.2346, 0.2346, 0.6085, 0.5237, 0.624, 0.5617, 0.5139, 0.4907, 0.4851, 0.4676, 0.4943, 0.4599, 0.4753, 0.4712, 0.4239, 0.41, 0.5741, 0.4516, 0.4208, 0.4558, 0.4414, 0.4414, 0.427, 0.3338, 0.2994, 0.2114, 0.1569, 0.0432, 0.0931, 0.0201, 0.054, -0.0401, -0.0229, 0.0494, -0.0401, -0.0329, -0.1193, -0.0828, -0.052, -0.0962, -0.0324, -0.0175, -0.0751, -0.034, -0.0468, -0.0257, 0.0396, 0.0427, 0.0, -0.0525, -0.0422, -0.0802, -0.0664, -0.0051, -0.0797, -0.1579, -0.0988, -0.1163, 0.0592, 0.0098, 0.0098, -0.0159, 0.0838, 0.0275, 0.0154, 0.0154, -0.0406, -0.0206, 0.0437, 0.1255, 0.1512, 0.1662, 0.1523, 0.1209, 0.1379, 0.1826, 0.1564, 0.1507, 0.1466, 0.1883, 0.055, 0.0936, 0.1229, 0.2413, 0.2973, 0.3153, 0.3272, 0.3374, 0.2948, 0.3282, 0.3076, 0.3076, 0.4794, 0.4882, 0.4069, 0.3781, 0.3683, 0.3745, 0.3843, 0.3606, 0.4877, 0.5247, 0.3976, 0.4074, 0.358, 0.3071, 0.3657, 0.3591, 0.4326, 0.4326, 0.5453, 0.6862, 0.7212, 0.6641, 0.8591, 0.82, 0.84, 0.7659, 0.8354, 0.8344, 0.8344, 1.0, 0.9928, 1.0134, 1.0113, 1.0077, 1.2227, 1.2942, 1.4532, 1.6404, 1.6435, 1.4275, 1.4115, 1.5283, 1.4758, 1.4398, 1.3205, 1.2526, 1.3889, 1.3621, 1.305, 1.2912, 1.302, 1.2685, 1.2742, 1.2989, 1.3158, 1.2341, 1.2119, 1.2022, 1.2773, 1.3133, 1.1049, 1.0931, 1.1363, 1.2829, 1.429, 1.4758, 1.3791, 1.4645, 1.5, 1.5, 1.5365, 1.2392, 1.2114, 1.358, 1.4552, 1.4192, 1.375, 1.4913, 1.7438, 1.7798, 1.4303, 1.4733, 1.427]}
{"unit_id": "quote:1932691583670915127", "ticker_idx": 0, "ts": "2025-06-11T06:49:15+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$3.9m birth per year over 4 years (assume Robinhood takes a big piece of this)... this becomes a viral loop for engagement leading to trading and new onboarding RH.", "tweet_type": "analysis", "timeline": "years", "summary": "Long HOOD: 'Invest America' creates 40M potential users via viral loop across kids, parents, and friends, driving mass onboarding and engagement.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm a product leader and i recognize a great product catalyst when I see one.\n\n> $3.9m birth per year over 4 years (assume Robinhood takes a big piece of this)\n\n> tam of 3.9m x 4 = 16m users, plus parents 1.5 for avg 24m; total 40m users.\n\n> some % of 40m potential users using your product, and telling their friends about it. Imagine conversation with their friends, my daughter Robin account now is $3k..\n\n> this becomes a viral loop for engagement leading to trading and new onboarding RH.\n\nIn short we will be tapping into a whole generation of new users, their parents and friends and families.\n\n$hood", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD is a $500 stock.\n\nThe fact that $HOOD isn’t mooning on the “Invest America” news is exactly why I’m still buying.\n\nRobinhood is building the financial OS for the next generation.\n\nThose who argue $SOFI is the company that stands to benefit the most from this initiative", "parent_author": null, "ret_m1d": -0.03165057697807705, "ret_signed_m1d": -0.03165057697807705, "alpha_spy_m1d": -0.03451060580067922, "alpha_c_m1d": -0.0328270183340571, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.0011764413559800513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01388890162492451, "ret_signed_p1d": -0.01388890162492451, "alpha_spy_p1d": -0.017863073674987073, "alpha_c_p1d": -0.01388890162492451, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": 0.0, "ret_p1w": 0.04634082996770861, "ret_signed_p1w": 0.04634082996770861, "alpha_spy_p1w": 0.05285946842601841, "alpha_c_p1w": 0.06163494869080133, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.01529411872309272, "ret_p1m": 0.31810898195161097, "ret_signed_p1m": 0.31810898195161097, "alpha_spy_p1m": 0.2743579926027173, "alpha_c_p1m": 0.28103755035319655, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.03707143159841442, "ret_p3m": 0.5662393573865083, "ret_signed_p3m": 0.5662393573865083, "alpha_spy_p3m": 0.48411212912578416, "alpha_c_p3m": 0.521297925644802, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.044941431741706284, "ret_p6m": 0.8306624847638806, "ret_signed_p6m": 0.8306624847638806, "alpha_spy_p6m": 0.686063161545424, "alpha_c_p6m": 0.7714242608389583, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.059238223924922284, "ret_p1y": 0.2593483775462264, "ret_signed_p1y": 0.2593483775462264, "alpha_spy_p1y": -0.01302068515106436, "alpha_c_p1y": 0.2323582899888068, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.026990087557419606, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.2593483775462264, "alpha_spy_stated": -0.01302068515106436, "alpha_c_stated": 0.2323582899888068, "price_path": [-0.476, -0.4388, -0.4645, -0.4284, -0.4169, -0.4076, -0.3542, -0.357, -0.4026, -0.4125, -0.4402, -0.4442, -0.437, -0.43, -0.489, -0.5391, -0.5271, -0.5437, -0.4363, -0.459, -0.4167, -0.4105, -0.4113, -0.457, -0.4501, -0.4501, -0.4678, -0.4379, -0.4036, -0.357, -0.3396, -0.3466, -0.3407, -0.3442, -0.3774, -0.3511, -0.3583, -0.3498, -0.3324, -0.2779, -0.2702, -0.233, -0.1644, -0.1802, -0.1896, -0.1752, -0.1417, -0.1331, -0.1472, -0.135, -0.1564, -0.1564, -0.1183, -0.1301, -0.146, -0.1166, -0.0921, -0.0422, -0.0349, -0.0317, 0.0, -0.0198, -0.0317, 0.0, -0.0139, -0.0304, 0.025, 0.0009, 0.0463, 0.0463, 0.0483, 0.0196, 0.0952, 0.1051, 0.1287, 0.1088, 0.2504, 0.233, 0.3085, 0.2607, 0.2607, 0.2481, 0.2189, 0.2626, 0.3181, 0.3133, 0.3349, 0.3293, 0.3789, 0.4083, 0.4655, 0.3934, 0.3602, 0.3632, 0.3612, 0.4002, 0.4259, 0.3798, 0.4169, 0.3762, 0.3341, 0.4205, 0.4084, 0.4109, 0.4854, 0.5308, 0.5174, 0.5236, 0.4506, 0.4785, 0.5247, 0.5361, 0.4356, 0.4068, 0.4196, 0.4599, 0.4415, 0.453, 0.3745, 0.3847, 0.3893, 0.3893, 0.3467, 0.3464, 0.3743, 0.3522, 0.5662, 0.5825, 0.5686, 0.5725, 0.5362, 0.5335, 0.5676, 0.5844, 0.6147, 0.6664, 0.6679, 0.6854, 0.6934, 0.638, 0.6263, 0.8259, 0.9121, 0.8582, 0.9458, 0.9854, 0.9265, 0.9364, 1.0148, 1.0361, 0.8558, 0.8787, 0.8022, 0.7915, 0.7553, 0.7349, 0.8136, 0.7607, 0.699, 0.7939, 0.8669, 0.9479, 0.9531, 0.9338, 0.8439, 0.9602, 0.9642, 0.8269, 0.9028, 0.6971, 0.7409, 0.8146, 0.7619, 0.7759, 0.623, 0.636, 0.5487, 0.5264, 0.578, 0.4184, 0.433, 0.5354, 0.5434, 0.7121, 0.7121, 0.7159, 0.6458, 0.682, 0.7847, 0.8307]}
{"unit_id": "quote:1896560793388503330", "ticker_idx": 0, "ts": "2025-03-03T13:58:24+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 Device plan makes me lean bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Leans bullish ASTS on Direct-to-Device plan as a Starlink/Elon hedge across EU, Canada, Mexico markets.", "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": "$ASTS Direct to Device plan makes me lean bullish.\n\nIt's a good hedge on Starlink/Elon. eg EU, Canada, Mexico, so forth.\n\nIt's very profitable as a Direct-to-Consumer like Starlink but with the telecom in the deal, profit margin could be low. Depends on how it is structured.", "reply_text": null, "parent_text": null, "quoted_text": "$ASTS\n\nVodafone and AST SpaceMobile have signed an agreement to create a jointly-owned European satellite service business (\"SatCo\") to serve mobile network operators (MNOs) in all European markets.\n\nSatCo will seek to provide 100% geographic coverage in every part of Europe to https://t.co/rAuoPCbdBW", "parent_author": null, "ret_m1d": 0.05815767846644415, "ret_signed_m1d": 0.05815767846644415, "alpha_spy_m1d": 0.040325277534068116, "alpha_c_m1d": 0.040325277534068116, "bench_spy_m1d": 0.017832400932376036, "bench_c_m1d": 0.017832400932376036, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11670568591627073, "ret_signed_p1d": 0.11670568591627073, "alpha_spy_p1d": 0.1285424475649375, "alpha_c_p1d": 0.1285424475649375, "bench_spy_p1d": -0.01183676164866676, "bench_c_p1d": -0.01183676164866676, "ret_p1w": 0.1373926009020523, "ret_signed_p1w": 0.1373926009020523, "alpha_spy_p1w": 0.1771170609728281, "alpha_c_p1w": 0.1771170609728281, "bench_spy_p1w": -0.03972446007077579, "bench_c_p1w": -0.03972446007077579, "ret_p1m": -0.1471506765913314, "ret_signed_p1m": -0.1471506765913314, "alpha_spy_p1m": -0.11098489110356469, "alpha_c_p1m": -0.11098489110356469, "bench_spy_p1m": -0.03616578548776672, "bench_c_p1m": -0.03616578548776672, "ret_p3m": -0.08001565485001438, "ret_signed_p3m": -0.08001565485001438, "alpha_spy_p3m": -0.0938139199855208, "alpha_c_p3m": -0.0938139199855208, "bench_spy_p3m": 0.013798265135506416, "bench_c_p3m": 0.013798265135506416, "ret_p6m": 0.9683840223747919, "ret_signed_p6m": 0.9683840223747919, "alpha_spy_p6m": 0.8566211800036367, "alpha_c_p6m": 0.8566211800036367, "bench_spy_p6m": 0.11176284237115519, "bench_c_p6m": 0.11176284237115519, "ret_p1y": 2.2954721912375273, "ret_signed_p1y": 2.2954721912375273, "alpha_spy_p1y": 2.1060496559498723, "alpha_c_p1y": 2.1060496559498723, "bench_spy_p1y": 0.18942253528765507, "bench_c_p1y": 0.18942253528765507, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1471506765913314, "alpha_spy_stated": -0.11098489110356469, "alpha_c_stated": -0.11098489110356469, "price_path": [-0.1163, -0.1214, -0.0117, 0.0142, -0.0492, -0.0804, -0.0894, -0.0835, -0.0515, -0.0328, -0.0882, -0.1023, -0.1069, -0.0925, -0.0831, -0.0831, -0.0367, -0.1054, -0.1487, -0.1764, -0.1764, -0.1553, -0.0644, -0.0578, -0.1023, -0.1214, -0.1214, -0.1269, -0.1776, -0.2006, -0.1593, -0.1803, -0.1889, -0.1889, -0.0984, -0.1222, -0.2272, -0.2057, -0.2521, -0.2139, -0.3084, -0.2892, -0.21, -0.162, -0.0988, -0.0355, 0.0585, 0.0347, 0.2155, 0.1085, 0.0777, 0.1729, 0.2529, 0.2529, 0.2061, 0.2166, 0.2346, 0.1179, 0.1151, 0.0215, 0.0632, 0.018, 0.0582, 0.0, 0.1167, 0.3193, 0.256, 0.3037, 0.1374, 0.1187, 0.0757, 0.0195, 0.0988, 0.0937, 0.0246, 0.0012, -0.0363, 0.0035, 0.1436, 0.1144, 0.0652, 0.007, -0.0609, -0.1124, -0.1472, -0.1253, -0.1577, -0.2166, -0.1674, -0.2077, -0.0578, -0.0968, -0.0913, -0.1058, -0.1054, -0.1261, -0.087, -0.087, -0.1895, -0.1686, -0.1249, -0.0605, -0.0726, -0.0535, -0.0671, -0.0941, -0.1015, 0.0312, -0.034, -0.0211, -0.0117, -0.0144, 0.0055, 0.0601, 0.0363, 0.0246, 0.0242, 0.0406, -0.0394, -0.023, -0.0699, -0.0472, -0.0595, -0.0595, -0.0304, -0.0328, -0.08, -0.0995, -0.0574, -0.0172, 0.1198, 0.2041, 0.2174, 0.3591, 0.3938, 0.4235, 0.4411, 0.4977, 0.6358, 0.5652, 0.7311, 0.7311, 0.7931, 0.9594, 1.0773, 0.9504, 0.9758, 0.9266, 0.824, 0.7607, 0.7842, 0.7799, 0.7799, 0.7834, 0.7744, 0.6589, 0.7162, 0.7791, 0.8681, 0.9953, 1.0543, 1.2424, 1.2631, 1.2119, 1.2283, 1.2998, 1.3443, 1.1208, 1.1163, 1.0722, 1.119, 1.0753, 1.0476, 1.0055, 1.0519, 1.0215, 0.8622, 0.8201, 0.7923, 0.9422, 0.9536, 0.8931, 0.8767, 0.8798, 0.7545, 0.7596, 0.7557, 0.8372, 0.952, 0.9684]}
{"unit_id": "reply:1894416805487071537", "ticker_idx": 0, "ts": "2025-02-25T15:58:57+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 on sale too", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HOOD viewed as on sale; implied buying opportunity alongside SOFI dip-buying context.", "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": "reply_other", "lang": "en", "tweet_text": "@aletechview $hood on sale too", "reply_text": null, "parent_text": "Bought an unhealthy amount of $SOFI today, keep selling plz I’m not done.", "quoted_text": null, "parent_author": "aletechview", "ret_m1d": 0.08732583397493143, "ret_signed_m1d": 0.08732583397493143, "alpha_spy_m1d": 0.08232779487108921, "alpha_c_m1d": 0.08712969761621903, "bench_spy_m1d": 0.004998039103842222, "bench_c_m1d": 0.00019613635871240653, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06380662939915527, "ret_signed_p1d": 0.06380662939915527, "alpha_spy_p1d": 0.06330172736770034, "alpha_c_p1d": 0.0659652776843287, "bench_spy_p1d": 0.0005049020314549235, "bench_c_p1d": -0.0021586482851734257, "ret_p1w": 0.006533167763945968, "ret_signed_p1w": 0.006533167763945968, "alpha_spy_p1w": 0.035780503316633516, "alpha_c_p1w": 0.02694145445620122, "bench_spy_p1w": -0.029247335552687548, "bench_c_p1w": -0.02040828669225525, "ret_p1m": -0.025914605273520075, "ret_signed_p1m": -0.025914605273520075, "alpha_spy_p1m": 0.014371416033700846, "alpha_c_p1m": -0.016154563026881452, "bench_spy_p1m": -0.04028602130722092, "bench_c_p1m": -0.009760042246638623, "ret_p3m": 0.37565332508366245, "ret_signed_p3m": 0.37565332508366245, "alpha_spy_p3m": 0.3981827369589833, "alpha_c_p3m": 0.38994318323389754, "bench_spy_p3m": -0.02252941187532087, "bench_c_p3m": -0.01428985815023509, "ret_p6m": 1.293989558761127, "ret_signed_p6m": 1.293989558761127, "alpha_spy_p6m": 1.2137498342435316, "alpha_c_p6m": 1.2491724007953382, "bench_spy_p6m": 0.08023972451759542, "bench_c_p6m": 0.04481715796578878, "ret_p1y": 0.5487806093746521, "ret_signed_p1y": 0.5487806093746521, "alpha_spy_p1y": 0.3888615357784688, "alpha_c_p1y": 0.5203380047909867, "bench_spy_p1y": 0.1599190735961833, "bench_c_p1y": 0.028442604583665432, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.025914605273520075, "alpha_spy_stated": 0.014371416033700846, "alpha_c_stated": -0.016154563026881452, "price_path": [-0.1801, -0.1825, -0.1807, -0.1585, -0.1289, -0.1524, -0.0926, -0.1389, -0.1864, -0.176, -0.1435, -0.1246, -0.0592, -0.0934, -0.1925, -0.1956, -0.1653, -0.1834, -0.1381, -0.1381, -0.1206, -0.1503, -0.1664, -0.1886, -0.1886, -0.1411, -0.0995, -0.0699, -0.1167, -0.1113, -0.1113, -0.1272, -0.1378, -0.0906, -0.0078, 0.0035, 0.0486, 0.0486, 0.0889, 0.0923, 0.0967, 0.1132, 0.0396, 0.0758, 0.1139, 0.1542, 0.1313, 0.1302, 0.145, 0.1803, 0.1579, 0.2165, 0.2254, 0.1616, 0.2176, 0.3894, 0.4216, 0.4216, 0.3162, 0.2899, 0.2208, 0.1237, 0.0873, 0.0, 0.0638, 0.0623, 0.091, 0.0211, 0.0065, 0.0479, -0.0235, -0.0327, -0.2241, -0.2082, -0.1524, -0.2156, -0.1455, -0.0849, -0.1267, -0.0679, -0.0492, -0.034, 0.0531, 0.0486, -0.0259, -0.042, -0.0871, -0.0936, -0.0819, -0.0706, -0.1668, -0.2485, -0.2289, -0.2559, -0.0808, -0.1178, -0.0488, -0.0388, -0.0401, -0.1145, -0.1032, -0.1032, -0.1322, -0.0834, -0.0274, 0.0486, 0.0769, 0.0655, 0.0751, 0.0695, 0.0152, 0.0581, 0.0464, 0.0603, 0.0886, 0.1775, 0.1901, 0.2507, 0.3626, 0.3369, 0.3214, 0.3449, 0.3996, 0.4135, 0.3907, 0.4105, 0.3757, 0.3757, 0.4377, 0.4186, 0.3926, 0.4405, 0.4804, 0.5618, 0.5738, 0.5791, 0.6307, 0.5984, 0.5791, 0.6307, 0.608, 0.581, 0.6714, 0.6322, 0.7062, 0.7062, 0.7095, 0.6627, 0.7859, 0.802, 0.8406, 0.8081, 1.039, 1.0107, 1.1337, 1.0557, 1.0557, 1.0353, 0.9876, 1.0588, 1.1494, 1.1416, 1.1768, 1.1677, 1.2485, 1.2964, 1.3898, 1.2722, 1.218, 1.223, 1.2197, 1.2833, 1.3251, 1.25, 1.3105, 1.2441, 1.1755, 1.3164, 1.2966, 1.3007, 1.4223, 1.4963, 1.4743, 1.4845, 1.3654, 1.4109, 1.4863, 1.5048, 1.341, 1.294]}
{"unit_id": "orig:1939825396456821010", "ticker_idx": 0, "ts": "2025-06-30T23:16:29+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla will have some breathing room to move up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Big Beautiful Bill passage gives TSLA room to move higher.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "After the passage of Big Beautiful Bill,  Tesla will have some breathing room to move up. $TSLA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05636664124465374, "ret_signed_m1d": 0.05636664124465374, "alpha_spy_m1d": 0.05604292220041218, "alpha_c_m1d": 0.060627573048538164, "bench_spy_m1d": 0.00032371904424155495, "bench_c_m1d": -0.004260931803884427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04968242780731846, "ret_signed_p1d": 0.04968242780731846, "alpha_spy_p1d": 0.045149162228514284, "alpha_c_p1d": 0.04166445295680643, "bench_spy_p1d": 0.00453326557880418, "bench_c_p1d": 0.008017974850512033, "ret_p1w": -0.009643822882145936, "ret_signed_p1w": -0.009643822882145936, "alpha_spy_p1w": -0.01399904298661736, "alpha_c_p1w": -0.0068948391670105025, "bench_spy_p1w": 0.0043552201044714245, "bench_c_p1w": -0.0027489837151354335, "ret_p1m": 0.060955796650281835, "ret_signed_p1m": 0.060955796650281835, "alpha_spy_p1m": 0.033739817398674266, "alpha_c_p1m": 0.03832222966953713, "bench_spy_p1m": 0.02721597925160757, "bench_c_p1m": 0.0226335669807447, "ret_p3m": 0.4645339576695575, "ret_signed_p3m": 0.4645339576695575, "alpha_spy_p3m": 0.39005030203428337, "alpha_c_p3m": 0.36431955835786733, "bench_spy_p3m": 0.07448365563527415, "bench_c_p3m": 0.10021439931169018, "ret_p6m": 0.6141798001048342, "ret_signed_p6m": 0.6141798001048342, "alpha_spy_p6m": 0.4900161617265826, "alpha_c_p6m": 0.48662922434922473, "bench_spy_p6m": 0.12416363837825162, "bench_c_p6m": 0.12755057575560946, "ret_p1y": 0.33181471056708345, "ret_signed_p1y": 0.33181471056708345, "alpha_spy_p1y": 0.10941682968789856, "alpha_c_p1y": 0.25204303304658815, "bench_spy_p1y": 0.22239788087918488, "bench_c_p1y": 0.0797716775204953, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.060955796650281835, "alpha_spy_stated": 0.033739817398674266, "alpha_c_stated": 0.03832222966953713, "price_path": [-0.1112, -0.2038, -0.2242, -0.2622, -0.0948, -0.1607, -0.161, -0.1608, -0.155, -0.1967, -0.1973, -0.1973, -0.2435, -0.2086, -0.1662, -0.137, -0.0524, -0.0493, -0.0289, -0.0617, -0.0671, -0.0449, -0.068, -0.0843, -0.0814, -0.0528, -0.0081, 0.0588, 0.1109, 0.1562, 0.14, 0.1638, 0.1376, 0.1434, 0.1128, 0.1341, 0.1285, 0.1285, 0.2068, 0.1869, 0.1919, 0.1521, 0.1396, 0.1449, 0.1042, -0.0532, -0.0185, 0.0262, 0.0844, 0.0855, 0.0612, 0.0818, 0.0945, 0.052, 0.071, 0.071, 0.0713, 0.1595, 0.1322, 0.0893, 0.0834, 0.0762, 0.0564, 0.0, 0.0497, 0.0487, 0.0487, -0.0225, -0.0096, -0.0161, 0.0305, 0.0426, 0.0538, 0.0335, 0.0697, 0.0622, 0.0962, 0.0924, 0.1044, 0.1059, 0.0153, 0.051, 0.0827, 0.0681, 0.061, 0.0251, 0.0064, 0.0284, 0.0266, 0.0638, 0.0717, 0.0962, 0.1274, 0.1335, 0.1286, 0.116, 0.0993, 0.1146, 0.0951, 0.0771, 0.0645, 0.1307, 0.1526, 0.1695, 0.1626, 0.1505, 0.1103, 0.1103, 0.0953, 0.111, 0.1258, 0.1667, 0.1519, 0.1538, 0.1566, 0.2265, 0.3167, 0.3636, 0.4021, 0.4162, 0.3862, 0.4169, 0.4439, 0.4161, 0.4725, 0.408, 0.4645, 0.4739, 0.4789, 0.5279, 0.4499, 0.4294, 0.5073, 0.4402, 0.4588, 0.4484, 0.375, 0.4496, 0.4274, 0.4471, 0.4258, 0.4609, 0.4879, 0.4719, 0.4598, 0.4931, 0.4423, 0.5045, 0.5315, 0.5347, 0.4635, 0.5183, 0.5575, 0.4774, 0.5366, 0.4829, 0.4284, 0.4806, 0.4619, 0.4319, 0.3368, 0.3447, 0.3598, 0.3343, 0.3435, 0.3143, 0.3006, 0.3893, 0.3947, 0.4186, 0.4186, 0.4305, 0.4304, 0.4274, 0.4856, 0.5115, 0.5131, 0.4618, 0.4804, 0.5013, 0.4861, 0.5263, 0.5806, 0.6291, 0.5539, 0.6074, 0.6002, 0.6253, 0.6147, 0.6142]}
{"unit_id": "reply:1910415350291694056", "ticker_idx": 0, "ts": "2025-04-10T19:31:27+00:00", "symbol": "JEPQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jepq is cheap now. Added 5000 shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 5000 shares of JEPQ, calling it cheap now.", "resolved_tickers": ["JEPQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DevotedDividend Jepq is cheap now. Added 5000 shares", "reply_text": null, "parent_text": "My Dividend portfolio ($1-2M value) \n\nPays me ~ $8,000/month\n50+ positions \n27,200 shares\n\nAsk me anything! 👨👇 https://t.co/FWgsITNxDW", "quoted_text": null, "parent_author": "DevotedDividend", "ret_m1d": 0.037453624408924524, "ret_signed_m1d": 0.037453624408924524, "alpha_spy_m1d": -0.008373541620118052, "alpha_c_m1d": -0.008373541620118052, "bench_spy_m1d": 0.045827166029042576, "bench_c_m1d": 0.045827166029042576, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01391703392530963, "ret_signed_p1d": 0.01391703392530963, "alpha_spy_p1d": -0.0039256238608320615, "alpha_c_p1d": -0.0039256238608320615, "bench_spy_p1d": 0.01784265778614169, "bench_c_p1d": 0.01784265778614169, "ret_p1w": -0.0024561459038687783, "ret_signed_p1w": -0.0024561459038687783, "alpha_spy_p1w": -0.0059445639571342745, "alpha_c_p1w": -0.0059445639571342745, "bench_spy_p1w": 0.0034884180532654963, "bench_c_p1w": 0.0034884180532654963, "ret_p1m": 0.06914550839597355, "ret_signed_p1m": 0.06914550839597355, "alpha_spy_p1m": -0.0066483556647427555, "alpha_c_p1m": -0.0066483556647427555, "bench_spy_p1m": 0.07579386406071631, "bench_c_p1m": 0.07579386406071631, "ret_p3m": 0.14511692410335786, "ret_signed_p3m": 0.14511692410335786, "alpha_spy_p3m": -0.04092503814654558, "alpha_c_p3m": -0.04092503814654558, "bench_spy_p3m": 0.18604196224990344, "bench_c_p3m": 0.18604196224990344, "ret_p6m": 0.2405378146000603, "ret_signed_p6m": 0.2405378146000603, "alpha_spy_p6m": -0.042487030615104615, "alpha_c_p6m": -0.042487030615104615, "bench_spy_p6m": 0.2830248452151649, "bench_c_p6m": 0.2830248452151649, "ret_p1y": 0.2169160480883583, "ret_signed_p1y": 0.2169160480883583, "alpha_spy_p1y": -0.0016103471874227004, "alpha_c_p1y": -0.0016103471874227004, "bench_spy_p1y": 0.218526395275781, "bench_c_p1y": 0.218526395275781, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06914550839597355, "alpha_spy_stated": -0.0066483556647427555, "alpha_c_stated": -0.0066483556647427555, "price_path": [0.1122, 0.1108, 0.1325, 0.1271, 0.1409, 0.1409, 0.1467, 0.1568, 0.1602, 0.1568, 0.1327, 0.1459, 0.1429, 0.1459, 0.1449, 0.1368, 0.1471, 0.1517, 0.1563, 0.1478, 0.1587, 0.1573, 0.1573, 0.1668, 0.17, 0.17, 0.1722, 0.1748, 0.1726, 0.1559, 0.1447, 0.1322, 0.1354, 0.1069, 0.124, 0.1013, 0.0969, 0.1105, 0.0815, 0.0888, 0.0513, 0.0487, 0.0602, 0.042, 0.0655, 0.071, 0.0562, 0.0681, 0.0663, 0.0693, 0.0888, 0.0939, 0.0779, 0.073, 0.0493, 0.0487, 0.0563, 0.062, 0.01, -0.0463, -0.044, -0.061, 0.0375, 0.0, 0.0139, 0.0219, 0.0237, -0.002, -0.0025, -0.0025, -0.0239, -0.0018, 0.016, 0.0362, 0.0456, 0.046, 0.0503, 0.0508, 0.0578, 0.0662, 0.0658, 0.0621, 0.0656, 0.0687, 0.0691, 0.0816, 0.0841, 0.0855, 0.0857, 0.0876, 0.0878, 0.087, 0.0801, 0.0816, 0.0776, 0.0776, 0.0896, 0.0886, 0.0909, 0.0899, 0.0945, 0.0985, 0.1008, 0.0968, 0.1043, 0.1064, 0.1104, 0.1089, 0.1115, 0.102, 0.1138, 0.106, 0.1075, 0.1075, 0.1054, 0.1152, 0.1265, 0.1295, 0.1343, 0.1372, 0.14, 0.1379, 0.1415, 0.1453, 0.1453, 0.1426, 0.1451, 0.1483, 0.1496, 0.1496, 0.1506, 0.1523, 0.1536, 0.158, 0.1565, 0.1608, 0.1582, 0.1616, 0.1635, 0.1648, 0.1686, 0.1673, 0.168, 0.1652, 0.1472, 0.1649, 0.1585, 0.1687, 0.1721, 0.1794, 0.1785, 0.1881, 0.1885, 0.1898, 0.1896, 0.1909, 0.1806, 0.1755, 0.1713, 0.1868, 0.1855, 0.1898, 0.1911, 0.1981, 0.187, 0.187, 0.1798, 0.1873, 0.1961, 0.1987, 0.2038, 0.2071, 0.2077, 0.2122, 0.215, 0.221, 0.2212, 0.221, 0.2253, 0.2283, 0.2322, 0.2286, 0.2286, 0.2271, 0.2303, 0.2337, 0.2361, 0.2388, 0.2408, 0.2405]}
{"unit_id": "reply:1932232540036694432", "ticker_idx": 0, "ts": "2025-06-10T00:25:11+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$12B for a rocket company seems so cheap to me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB; $12B market cap seen as cheap for a SpaceX runner-up.", "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": "reply_other", "lang": "en", "tweet_text": "@ArkadiBaudelair I hoping repricing happens as people see $RKLB as the runner up to SpaceX. $12B for a rocket company seems so cheap to me.", "reply_text": null, "parent_text": "Look, I love $RKLB. I’ve said it before.\n\nI went all in on it a few weeks ago, and I have zero regrets. I believe the long-term potential of this business is unmatched compared to most other stocks out there.\n\nBut let’s be real for a moment.\nThe keyword here is long-term. I keep", "quoted_text": null, "parent_author": "ArkadiBaudelair", "ret_m1d": 0.09090906538162247, "ret_signed_m1d": 0.09090906538162247, "alpha_spy_m1d": 0.09654671666540637, "alpha_c_m1d": 0.08653918739927402, "bench_spy_m1d": -0.0056376512837839066, "bench_c_m1d": 0.004369877982348447, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006993026629521282, "ret_signed_p1d": 0.006993026629521282, "alpha_spy_p1d": 0.00984489901490293, "alpha_c_p1d": 0.0065074248930541145, "bench_spy_p1d": -0.0028518723853816486, "bench_c_p1d": 0.0004856017364671672, "ret_p1w": -0.02760397489488342, "ret_signed_p1w": -0.02760397489488342, "alpha_spy_p1w": -0.018401380499734277, "alpha_c_p1w": -0.016367284049207398, "bench_spy_p1w": -0.009202594395149144, "bench_c_p1w": -0.011236690845676023, "ret_p1m": 0.4405594140501463, "ret_signed_p1m": 0.4405594140501463, "alpha_spy_p1m": 0.40271216923514963, "alpha_c_p1m": 0.3976501134005195, "bench_spy_p1m": 0.03784724481499668, "bench_c_p1m": 0.042909300649626836, "ret_p3m": 0.6871549511913206, "ret_signed_p3m": 0.6871549511913206, "alpha_spy_p3m": 0.6107580643177128, "alpha_c_p3m": 0.6370795839953309, "bench_spy_p3m": 0.0763968868736078, "bench_c_p3m": 0.050075367195989706, "ret_p6m": 0.6459330546605961, "ret_signed_p6m": 0.6459330546605961, "alpha_spy_p6m": 0.5054318484544587, "alpha_c_p6m": 0.5686047416492008, "bench_spy_p6m": 0.14050120620613749, "bench_c_p6m": 0.07732831301139531, "ret_p1y": 4.448288493324455, "ret_signed_p1y": 4.448288493324455, "alpha_spy_p1y": 4.182701155194486, "alpha_c_p1y": 4.226520330948524, "bench_spy_p1y": 0.26558733812996893, "bench_c_p1y": 0.22176816237593022, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4405594140501463, "alpha_spy_stated": 0.40271216923514963, "alpha_c_stated": 0.3976501134005195, "price_path": [-0.3533, -0.3077, -0.297, -0.3382, -0.3088, -0.318, -0.3029, -0.2562, -0.254, -0.2845, -0.322, -0.3147, -0.3419, -0.332, -0.2882, -0.3416, -0.3975, -0.3552, -0.3677, -0.2422, -0.2775, -0.2775, -0.2959, -0.2245, -0.2648, -0.2735, -0.2735, -0.3136, -0.2992, -0.2532, -0.1947, -0.1763, -0.1656, -0.1756, -0.198, -0.1859, -0.1538, -0.1726, -0.1767, -0.1796, -0.1498, -0.2451, -0.2175, -0.1965, -0.1119, -0.0718, -0.0589, -0.0504, -0.0431, -0.0736, -0.0497, -0.0644, -0.0644, 0.0585, 0.0648, 0.0066, -0.014, -0.021, -0.0166, -0.0096, -0.0265, 0.0644, 0.0909, 0.0, 0.007, -0.0283, -0.0648, -0.0228, -0.0276, 0.025, 0.025, 0.1056, 0.2065, 0.2315, 0.1907, 0.3301, 0.3022, 0.3165, 0.2635, 0.3132, 0.3125, 0.3125, 0.431, 0.4258, 0.4406, 0.4391, 0.4365, 0.5904, 0.6415, 0.7552, 0.8892, 0.8914, 0.7368, 0.7254, 0.809, 0.7714, 0.7457, 0.6603, 0.6117, 0.7092, 0.6901, 0.6492, 0.6393, 0.647, 0.6231, 0.6272, 0.6448, 0.657, 0.5985, 0.5826, 0.5756, 0.6294, 0.6551, 0.5061, 0.4976, 0.5285, 0.6334, 0.7379, 0.7714, 0.7022, 0.7633, 0.7887, 0.7887, 0.8149, 0.6021, 0.5823, 0.6872, 0.7567, 0.731, 0.6993, 0.7825, 0.9632, 0.989, 0.7389, 0.7696, 0.7365, 0.7589, 0.8333, 0.9474, 0.792, 0.7162, 0.7026, 0.7302, 0.7633, 0.7656, 0.9312, 1.067, 1.1531, 1.2639, 1.4038, 1.4446, 1.3651, 1.4078, 1.5039, 1.5495, 1.466, 1.4391, 1.4788, 1.4071, 1.2291, 1.3397, 1.3762, 1.4152, 1.3463, 1.435, 1.2422, 1.318, 1.2576, 1.0821, 1.0766, 0.8259, 0.9006, 0.9102, 0.8859, 0.8392, 0.6654, 0.6761, 0.594, 0.5745, 0.6054, 0.4531, 0.4833, 0.5624, 0.5679, 0.5432, 0.5432, 0.551, 0.4858, 0.5421, 0.6459]}
{"unit_id": "orig:1932646721114251569", "ticker_idx": 0, "ts": "2025-06-11T03:50:59+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict a repricing of $TSLA as Robotaxi scales. Tesla will take the entire autonomous mobility business.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA: expects major repricing as Robotaxi scales and Tesla captures the entire autonomous mobility market, displacing incumbents.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I predict a repricing of $TSLA as Robotaxi scales. There will be an \"oh f***\" moment collectively in the media, car companies, and investors. \n\nElon captured the essence of what I'm thinking below when the mfg realizes this. Currently they're being told by their \"experts\" -- sure order some NVIDIA card, partner with a company and it will be solved - easy. No it's not. They're fucked.  Tesla will take the entire autonomous mobility business. \n\nI can't predict exactly when, but I know there has to be at least hundreds of cars on the roads with enough people sharing their experience to reach millions.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0010415597387471998, "ret_signed_m1d": -0.0010415597387471998, "alpha_spy_m1d": -0.0039015885613493673, "alpha_c_m1d": -0.009005446622516011, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.007963886883768811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022424432461661592, "ret_signed_p1d": -0.022424432461661592, "alpha_spy_p1d": -0.026398604511724155, "alpha_c_p1d": -0.01772068170468788, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": -0.0047037507569737125, "ret_p1w": -0.01341789964491047, "ret_signed_p1w": -0.01341789964491047, "alpha_spy_p1w": -0.006899261186600669, "alpha_c_p1w": 0.006561683775920146, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.019979583420830616, "ret_p1m": -0.05073062503494152, "ret_signed_p1m": -0.05073062503494152, "alpha_spy_p1m": -0.09448161438383518, "alpha_c_p1m": -0.08389321257224469, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.03316258753730317, "ret_p3m": 0.0611769802676736, "ret_signed_p3m": 0.0611769802676736, "alpha_spy_p3m": -0.020950247993050564, "alpha_c_p3m": -0.040359114691236986, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.10153609495891058, "ret_p6m": 0.3924271941235127, "ret_signed_p6m": 0.3924271941235127, "alpha_spy_p6m": 0.2478278709050561, "alpha_c_p6m": 0.2790364501657019, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.11339074395781079, "ret_p1y": 0.3350182836224851, "ret_signed_p1y": 0.3350182836224851, "alpha_spy_p1y": 0.06264922092519432, "alpha_c_p1y": 0.2002814205156198, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.13473686310686528, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05073062503494152, "alpha_spy_stated": -0.09448161438383518, "alpha_c_stated": -0.08389321257224469, "price_path": [-0.2342, -0.2709, -0.3098, -0.2775, -0.2762, -0.2381, -0.1472, -0.1173, -0.1666, -0.1633, -0.1926, -0.2061, -0.1776, -0.1338, -0.1812, -0.2665, -0.2853, -0.3203, -0.1661, -0.2268, -0.2271, -0.2269, -0.2215, -0.26, -0.2606, -0.2606, -0.3031, -0.271, -0.2319, -0.205, -0.1271, -0.1242, -0.1054, -0.1356, -0.1406, -0.1201, -0.1414, -0.1565, -0.1538, -0.1275, -0.0863, -0.0247, 0.0234, 0.0651, 0.0502, 0.0721, 0.048, 0.0533, 0.0251, 0.0448, 0.0395, 0.0395, 0.1117, 0.0933, 0.098, 0.0614, 0.0498, 0.0547, 0.0172, -0.1278, -0.0959, -0.0547, -0.001, 0.0, -0.0224, -0.0034, 0.0083, -0.0309, -0.0134, -0.0134, -0.0131, 0.0682, 0.043, 0.0034, -0.002, -0.0086, -0.0269, -0.0788, -0.033, -0.0339, -0.0339, -0.0995, -0.0877, -0.0936, -0.0507, -0.0396, -0.0292, -0.0479, -0.0146, -0.0215, 0.0099, 0.0063, 0.0174, 0.0188, -0.0647, -0.0318, -0.0026, -0.016, -0.0226, -0.0556, -0.0729, -0.0526, -0.0543, -0.02, -0.0127, 0.0099, 0.0386, 0.0441, 0.0397, 0.028, 0.0127, 0.0267, 0.0088, -0.0078, -0.0194, 0.0416, 0.0618, 0.0773, 0.071, 0.0599, 0.0228, 0.0228, 0.009, 0.0235, 0.0371, 0.0748, 0.0612, 0.0629, 0.0654, 0.1298, 0.2129, 0.2561, 0.2916, 0.3046, 0.277, 0.3052, 0.3302, 0.3046, 0.3565, 0.297, 0.3491, 0.3577, 0.3624, 0.4075, 0.3357, 0.3168, 0.3885, 0.3267, 0.3439, 0.3343, 0.2667, 0.3354, 0.315, 0.3331, 0.3135, 0.3458, 0.3707, 0.3559, 0.3448, 0.3754, 0.3287, 0.386, 0.4109, 0.4138, 0.3482, 0.3986, 0.4348, 0.361, 0.4155, 0.366, 0.3158, 0.3639, 0.3468, 0.3191, 0.2315, 0.2387, 0.2527, 0.2292, 0.2376, 0.2108, 0.1981, 0.2798, 0.2848, 0.3068, 0.3068, 0.3178, 0.3177, 0.315, 0.3686, 0.3924]}
{"unit_id": "reply:1891901755329269921", "ticker_idx": 0, "ts": "2025-02-18T17:25:02+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Finally i can buy some too. I made $30k sell puts, time to put back in", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author moving into TEM long after taking profits on puts; endorses parent's bullish dip-buy thesis.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@johhnyWalkerAZ Finally i can buy some too. I made $30k sell puts, time to put back in", "reply_text": null, "parent_text": "Bought more #TEM on the dip , massive moat for this company but needed a little correction https://t.co/mq08nw6ONv", "quoted_text": null, "parent_author": "johhnyWalkerAZ", "ret_m1d": 0.09139726384486124, "ret_signed_m1d": 0.09139726384486124, "alpha_spy_m1d": 0.09432446602313094, "alpha_c_m1d": 0.09432446602313094, "bench_spy_m1d": -0.0029272021782696944, "bench_c_m1d": -0.0029272021782696944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04588166291946538, "ret_signed_p1d": 0.04588166291946538, "alpha_spy_p1d": 0.0435266423205225, "alpha_c_p1d": 0.0435266423205225, "bench_spy_p1d": 0.0023550205989428807, "bench_c_p1d": 0.0023550205989428807, "ret_p1w": -0.27882854576007676, "ret_signed_p1w": -0.27882854576007676, "alpha_spy_p1w": -0.2506188568457395, "alpha_c_p1w": -0.2506188568457395, "bench_spy_p1w": -0.028209688914337283, "bench_c_p1w": -0.028209688914337283, "ret_p1m": -0.4139109143636508, "ret_signed_p1m": -0.4139109143636508, "alpha_spy_p1m": -0.3413670007472317, "alpha_c_p1m": -0.3413670007472317, "bench_spy_p1m": -0.0725439136164191, "bench_c_p1m": -0.0725439136164191, "ret_p3m": -0.20085417568555164, "ret_signed_p3m": -0.20085417568555164, "alpha_spy_p3m": -0.17550214594348001, "alpha_c_p3m": -0.17550214594348001, "bench_spy_p3m": -0.025352029742071625, "bench_c_p3m": -0.025352029742071625, "ret_p6m": -0.15033557234425843, "ret_signed_p6m": -0.15033557234425843, "alpha_spy_p6m": -0.2112561593075336, "alpha_c_p6m": -0.2112561593075336, "bench_spy_p6m": 0.06092058696327518, "bench_c_p6m": 0.06092058696327518, "ret_p1y": -0.3600976134284797, "ret_signed_p1y": -0.3600976134284797, "alpha_spy_p1y": -0.4812565552377348, "alpha_c_p1y": -0.4812565552377348, "bench_spy_p1y": 0.12115894180925513, "bench_c_p1y": 0.12115894180925513, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4139109143636508, "alpha_spy_stated": -0.3413670007472317, "alpha_c_stated": -0.3413670007472317, "price_path": [-0.3596, -0.2849, -0.2204, -0.2817, -0.2315, -0.2315, -0.2362, -0.232, -0.3131, -0.2924, -0.3513, -0.3845, -0.4326, -0.4509, -0.473, -0.4876, -0.4997, -0.5134, -0.5247, -0.5815, -0.5969, -0.5663, -0.574, -0.5755, -0.5755, -0.5694, -0.5714, -0.5867, -0.588, -0.588, -0.5821, -0.5333, -0.5026, -0.5256, -0.5425, -0.5425, -0.5422, -0.6054, -0.6116, -0.5739, -0.576, -0.5711, -0.5711, -0.4187, -0.3844, -0.3308, -0.3728, -0.3672, -0.3774, -0.3805, -0.3021, -0.2997, -0.2491, -0.2453, -0.1558, -0.207, -0.1585, -0.1658, -0.1311, -0.0985, 0.022, 0.0914, 0.0914, 0.0, 0.0459, -0.0638, -0.1691, -0.1511, -0.2788, -0.2403, -0.3252, -0.3145, -0.3785, -0.3566, -0.3525, -0.4038, -0.4009, -0.4488, -0.4438, -0.4448, -0.4855, -0.4244, -0.3915, -0.4419, -0.4139, -0.4138, -0.3734, -0.28, -0.2853, -0.3502, -0.3658, -0.4164, -0.4113, -0.4238, -0.3912, -0.4366, -0.4804, -0.479, -0.5457, -0.4656, -0.5084, -0.486, -0.4737, -0.4761, -0.5014, -0.5064, -0.5064, -0.4999, -0.4725, -0.3954, -0.3472, -0.3545, -0.3439, -0.3375, -0.3695, -0.3673, -0.3037, -0.3402, -0.3631, -0.283, -0.2041, -0.2511, -0.235, -0.1591, -0.2095, -0.2361, -0.2009, -0.2222, -0.2382, -0.2905, -0.277, -0.2366, -0.2366, -0.1962, -0.3508, -0.3358, -0.3267, -0.2255, -0.2439, -0.2339, -0.2842, -0.2426, -0.1832, -0.1534, -0.1363, -0.1308, -0.1302, -0.1214, -0.1445, -0.1568, -0.1568, -0.1664, -0.1989, -0.1668, -0.2011, -0.1661, -0.1883, -0.2246, -0.2746, -0.2779, -0.256, -0.256, -0.2921, -0.286, -0.2872, -0.2727, -0.3059, -0.2944, -0.318, -0.2682, -0.2599, -0.2559, -0.2921, -0.2547, -0.2085, -0.2271, -0.2131, -0.2434, -0.2887, -0.2946, -0.3095, -0.3302, -0.2981, -0.2954, -0.3224, -0.2832, -0.2572, -0.2578, -0.1905, -0.1503]}
{"unit_id": "thread:1886833625817342461", "ticker_idx": 0, "ts": "2025-02-04T17:46:06+00:00", "symbol": "TLT", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added small position of 10x $TLT $100 01/15/27 LEAPS, betting that interest rates goes down, and TLT goes up after Elon does all the cost cutting", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long TLT via LEAPS to Jan 2027, betting DOGE spending cuts reduce government borrowing and push rates/TLT up.", "resolved_tickers": ["TLT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Added small position of 10x $TLT $100 01/15/27 LEAPS (following @Micro2Macr0) , betting that interest rates goes down, and TLT goes up after Elon does all the cost cutting.  Elon stated on recent DOGE stream that \"don't bet on interests rate going up\". \n\nIf we can see $1 tril or $1.5tril cut, government borrows less money, and leads to lower pressure on interest rate.\n\n---\n\nRisks: debt reduced is smaller, time horizon longer we expect (hence leaps), blackswan (eg war etc)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0030532391362108058, "ret_signed_m1d": -0.0030532391362108058, "alpha_spy_m1d": 0.003610325143395654, "alpha_c_m1d": 0.003610325143395654, "bench_spy_m1d": -0.00666356427960646, "bench_c_m1d": -0.00666356427960646, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016510328184551115, "ret_signed_p1d": 0.016510328184551115, "alpha_spy_p1d": 0.01245590512177297, "alpha_c_p1d": 0.01245590512177297, "bench_spy_p1d": 0.004054423062778145, "bench_c_p1d": 0.004054423062778145, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": -0.005865925504953795, "alpha_c_p1w": -0.005865925504953795, "bench_spy_p1w": 0.005865925504953795, "bench_c_p1w": 0.005865925504953795, "ret_p1m": 0.028898312342219068, "ret_signed_p1m": 0.028898312342219068, "alpha_spy_p1m": 0.06000612139294326, "alpha_c_p1m": 0.06000612139294326, "bench_spy_p1m": -0.03110780905072419, "bench_c_p1m": -0.03110780905072419, "ret_p3m": 0.0024587125140809185, "ret_signed_p3m": 0.0024587125140809185, "alpha_spy_p3m": 0.05781971266149766, "alpha_c_p3m": 0.05781971266149766, "bench_spy_p3m": -0.05536100014741674, "bench_c_p3m": -0.05536100014741674, "ret_p6m": 4.3917017331862596e-05, "ret_signed_p6m": 4.3917017331862596e-05, "alpha_spy_p6m": -0.06055929885341027, "alpha_c_p6m": -0.06055929885341027, "bench_spy_p6m": 0.06060321587074213, "bench_c_p6m": 0.06060321587074213, "ret_p1y": 0.03208247908635031, "ret_signed_p1y": 0.03208247908635031, "alpha_spy_p1y": -0.1262657360421504, "alpha_c_p1y": -0.1262657360421504, "bench_spy_p1y": 0.15834821512850072, "bench_c_p1y": 0.15834821512850072, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 0.03208247908635031, "alpha_spy_stated": -0.1262657360421504, "alpha_c_stated": -0.1262657360421504, "price_path": [0.0216, 0.0346, 0.0295, 0.0141, 0.0045, 0.0103, 0.0076, 0.0094, 0.0145, 0.0113, 0.0105, 0.0111, 0.0373, 0.0332, 0.0404, 0.0404, 0.0511, 0.0536, 0.0446, 0.0558, 0.0579, 0.0595, 0.0497, 0.0448, 0.0349, 0.0223, 0.0119, 0.0149, 0.0174, 0.0047, -0.0105, -0.0049, -0.014, -0.0099, -0.0099, -0.0104, -0.0185, -0.0107, -0.016, -0.016, -0.0132, -0.0164, -0.0208, -0.0318, -0.0306, -0.0306, -0.037, -0.0374, -0.0389, -0.0224, -0.0192, -0.0175, -0.0175, -0.0087, -0.0139, -0.0216, -0.0172, -0.0056, -0.0063, -0.0083, -0.0046, -0.0111, -0.0031, 0.0, 0.0165, 0.0161, 0.0095, 0.0064, 0.0, -0.0136, 0.0028, 0.0081, 0.0081, -0.0037, -0.0025, 0.0012, 0.0133, 0.0163, 0.0338, 0.0399, 0.0326, 0.0452, 0.0501, 0.0372, 0.0289, 0.0255, 0.0222, 0.0329, 0.0255, 0.0194, 0.0283, 0.0229, 0.028, 0.029, 0.0343, 0.035, 0.0289, 0.0183, 0.0182, 0.0115, 0.0086, 0.0225, 0.0326, 0.0416, 0.0409, 0.0457, 0.0571, 0.0252, 0.0058, 0.0118, -0.0161, -0.0108, -0.0037, -0.0002, 0.0054, -0.0035, -0.0035, -0.0209, -0.0154, -0.0059, 0.0046, 0.012, 0.0184, 0.0269, 0.0186, 0.0134, 0.0025, -0.0031, 0.0002, 0.0044, -0.0068, -0.0053, -0.0146, -0.0186, -0.0251, -0.0165, -0.0139, -0.0167, -0.0238, -0.0405, -0.0355, -0.0339, -0.0339, -0.0204, -0.0246, -0.0156, -0.0141, -0.0233, -0.025, -0.0092, -0.0085, -0.0211, -0.0201, -0.015, -0.012, -0.0002, -0.0099, -0.0198, -0.0079, -0.0062, -0.0062, -0.008, -0.0048, 0.0024, 0.0037, 0.0087, 0.0023, 0.0122, 0.0147, 0.0082, 0.0012, 0.0012, -0.0084, -0.0096, 0.0007, 0.0014, -0.0124, -0.0145, -0.0214, -0.02, -0.0202, -0.0187, -0.01, -0.004, -0.0095, -0.0112, -0.005, -0.0115, 0.0052, 0.0]}
{"unit_id": "quote:1902361152127979727", "ticker_idx": 0, "ts": "2025-03-19T14:06:57+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New lower-cost vehicle (~$30K, 1H25)!!!!! $tsla", "tweet_type": "news_reaction", "timeline": "months", "summary": "Endorses Cantor Fitzgerald upgrade to Overweight PT $425, highlighting new ~$30K vehicle catalyst in 1H25.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "👀 New lower-cost vehicle (~$30K, 1H25)!!!!! $tsla", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA: Cantor Fitzgerald Upgrades Tesla to Overweight from Neutral - PT $425\n\nThe analyst comments: \n\nAfter visiting Tesla’s Austin Gigafactory and AI data centers (3/18), we upgrade Tesla to Overweight (from Neutral) with a $425 price target (unchanged).\n\nKey Reasons:\n\n🔸 Shares", "parent_author": null, "ret_m1d": -0.04472993735460373, "ret_signed_m1d": -0.04472993735460373, "alpha_spy_m1d": -0.03395642521328979, "alpha_c_m1d": -0.02591752684129245, "bench_spy_m1d": -0.010773512141313946, "bench_c_m1d": -0.018812410513311284, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0016958954271570903, "ret_signed_p1d": 0.0016958954271570903, "alpha_spy_p1d": 0.00458770351434612, "alpha_c_p1d": 0.004079072913036885, "bench_spy_p1d": -0.0028918080871890295, "bench_c_p1d": -0.002383177485879795, "ret_p1w": 0.15348086515121206, "ret_signed_p1w": 0.15348086515121206, "alpha_spy_p1w": 0.14789067107124176, "alpha_c_p1w": 0.12011841758758113, "bench_spy_p1w": 0.005590194079970301, "bench_c_p1w": 0.03336244756363094, "ret_p1m": 0.023361292684547452, "ret_signed_p1m": 0.023361292684547452, "alpha_spy_p1m": 0.09236930443129998, "alpha_c_p1m": 0.08065910085862293, "bench_spy_p1m": -0.06900801174675253, "bench_c_p1m": -0.05729780817407548, "ret_p3m": 0.3954464683757295, "ret_signed_p3m": 0.3954464683757295, "alpha_spy_p3m": 0.3295658302776632, "alpha_c_p3m": 0.30722024273571735, "bench_spy_p3m": 0.06588063809806632, "bench_c_p3m": 0.08822622564001215, "ret_p6m": 0.5636818307648526, "ret_signed_p6m": 0.5636818307648526, "alpha_spy_p6m": 0.3971798884983375, "alpha_c_p6m": 0.35400891178654037, "bench_spy_p6m": 0.16650194226651505, "bench_c_p6m": 0.2096729189783122, "ret_p1y": 0.6820571947752136, "ret_signed_p1y": 0.6820571947752136, "alpha_spy_p1y": 0.4825513351366031, "alpha_c_p1y": 0.5114255261975911, "bench_spy_p1y": 0.19950585963861056, "bench_c_p1y": 0.17063166857762258, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.023361292684547452, "alpha_spy_stated": 0.09236930443129998, "alpha_c_stated": 0.08065910085862293, "price_path": [0.7852, 0.8257, 0.96, 0.96, 0.9254, 0.8302, 0.7697, 0.7122, 0.7122, 0.6081, 0.7402, 0.7428, 0.672, 0.6745, 0.6745, 0.6736, 0.71, 0.6805, 0.8156, 0.7545, 0.8083, 0.8083, 0.798, 0.76, 0.7484, 0.7238, 0.6838, 0.6878, 0.6497, 0.6971, 0.7154, 0.6267, 0.6629, 0.6034, 0.587, 0.5332, 0.487, 0.3928, 0.4267, 0.5091, 0.5087, 0.5087, 0.5014, 0.5287, 0.5026, 0.4322, 0.4014, 0.2838, 0.2329, 0.1954, 0.2422, 0.2069, 0.1534, 0.1833, 0.117, 0.1137, -0.0581, -0.0224, 0.0519, 0.0204, 0.0599, 0.0091, -0.0447, 0.0, 0.0017, 0.0545, 0.1803, 0.2217, 0.1535, 0.158, 0.1174, 0.0988, 0.1382, 0.1988, 0.1332, 0.0151, -0.0109, -0.0594, 0.1541, 0.0701, 0.0697, 0.0699, 0.0774, 0.0241, 0.0234, 0.0234, -0.0354, 0.0089, 0.0631, 0.1003, 0.2081, 0.2121, 0.2381, 0.1963, 0.1893, 0.2177, 0.1882, 0.1674, 0.1711, 0.2076, 0.2646, 0.3499, 0.4164, 0.4741, 0.4535, 0.4838, 0.4504, 0.4577, 0.4187, 0.4459, 0.4387, 0.4387, 0.5386, 0.5132, 0.5197, 0.4689, 0.4529, 0.4596, 0.4078, 0.2071, 0.2513, 0.3083, 0.3826, 0.384, 0.353, 0.3793, 0.3954, 0.3413, 0.3654, 0.3654, 0.3659, 0.4783, 0.4435, 0.3887, 0.3812, 0.3721, 0.3468, 0.275, 0.3383, 0.337, 0.337, 0.2462, 0.2627, 0.2545, 0.3138, 0.3292, 0.3436, 0.3176, 0.3638, 0.3542, 0.3977, 0.3927, 0.4081, 0.41, 0.2944, 0.34, 0.3804, 0.3618, 0.3527, 0.307, 0.2831, 0.3112, 0.3089, 0.3564, 0.3664, 0.3977, 0.4374, 0.4451, 0.4389, 0.4228, 0.4015, 0.421, 0.3962, 0.3733, 0.3572, 0.4416, 0.4695, 0.491, 0.4822, 0.4669, 0.4155, 0.4155, 0.3964, 0.4165, 0.4353, 0.4875, 0.4687, 0.4711, 0.4746, 0.5637]}
{"unit_id": "quote:1924890773704650809", "ticker_idx": 0, "ts": "2025-05-20T18:11:37+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So bullish. I don't have enough $TSLA", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA on Elon's robotaxi rollout timeline; author wishes they held more.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "So bullish. I don't have enough $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA ELON JUST NOW:\n\n\"In the first week of Austin's robotaxi launch, we'll have 10-12 of them on the road. Over the coming month, we'll have thousands. By end of 2026, we should have hundreds of thousands of vehicles driving unsupervised FSD and part of the robotaxi network.\"", "parent_author": null, "ret_m1d": -0.005031734481631633, "ret_signed_m1d": -0.005031734481631633, "alpha_spy_m1d": -0.008405334770027806, "alpha_c_m1d": -0.01026243066754906, "bench_spy_m1d": 0.0033736002883961724, "bench_c_m1d": 0.005230696185917427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026758222357769146, "ret_signed_p1d": -0.026758222357769146, "alpha_spy_p1d": -0.009907551411792337, "alpha_c_p1d": -0.006483211343975115, "bench_spy_p1d": -0.01685067094597681, "bench_c_p1d": -0.02027501101379403, "ret_p1w": 0.05546508905235381, "ret_signed_p1w": 0.05546508905235381, "alpha_spy_p1w": 0.05833245093639172, "alpha_c_p1w": 0.05157680601724901, "bench_spy_p1w": -0.002867361884037911, "bench_c_p1w": 0.0038882830351048003, "ret_p1m": -0.06331807069831485, "ret_signed_p1m": -0.06331807069831485, "alpha_spy_p1m": -0.07106041758781967, "alpha_c_p1m": -0.03739563691233172, "bench_spy_p1m": 0.007742346889504814, "bench_c_p1m": -0.025922433785983134, "ret_p3m": -0.03856671945539503, "ret_signed_p3m": -0.03856671945539503, "alpha_spy_p3m": -0.12710895434395952, "alpha_c_p3m": -0.10104403560492703, "bench_spy_p3m": 0.0885422348885645, "bench_c_p3m": 0.062477316149532, "ret_p6m": 0.2523995024450809, "ret_signed_p6m": 0.2523995024450809, "alpha_spy_p6m": 0.09308348909809339, "alpha_c_p6m": 0.14668976328368144, "bench_spy_p6m": 0.15931601334698753, "bench_c_p6m": 0.10570973916139947, "ret_p1y": 0.1976906514245056, "ret_signed_p1y": 0.1976906514245056, "alpha_spy_p1y": -0.050460753635017896, "alpha_c_p1y": 0.07907273135383464, "bench_spy_p1y": 0.2481514050595235, "bench_c_p1y": 0.11861792007067096, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06331807069831485, "alpha_spy_stated": -0.07106041758781967, "alpha_c_stated": -0.03739563691233172, "price_path": [0.0308, -0.0175, -0.0387, -0.1193, -0.1542, -0.1799, -0.1479, -0.1721, -0.2088, -0.1882, -0.2338, -0.236, -0.3539, -0.3294, -0.2784, -0.3, -0.2729, -0.3077, -0.3447, -0.314, -0.3128, -0.2766, -0.1903, -0.1619, -0.2087, -0.2056, -0.2335, -0.2462, -0.2192, -0.1776, -0.2226, -0.3036, -0.3215, -0.3547, -0.2083, -0.2659, -0.2662, -0.266, -0.2609, -0.2975, -0.298, -0.298, -0.3383, -0.3079, -0.2707, -0.2452, -0.1712, -0.1685, -0.1506, -0.1793, -0.1841, -0.1647, -0.1849, -0.1991, -0.1966, -0.1716, -0.1325, -0.074, -0.0284, 0.0112, -0.0029, 0.0179, -0.005, 0.0, -0.0268, -0.0081, -0.013, -0.013, 0.0555, 0.038, 0.0425, 0.0077, -0.0033, 0.0013, -0.0342, -0.172, -0.1416, -0.1025, -0.0516, -0.0506, -0.0719, -0.0538, -0.0427, -0.0799, -0.0633, -0.0633, -0.063, 0.0141, -0.0097, -0.0473, -0.0525, -0.0587, -0.0761, -0.1254, -0.0819, -0.0828, -0.0828, -0.1451, -0.1338, -0.1394, -0.0987, -0.0882, -0.0783, -0.0961, -0.0644, -0.071, -0.0412, -0.0446, -0.0341, -0.0327, -0.112, -0.0807, -0.053, -0.0658, -0.0721, -0.1034, -0.1198, -0.1005, -0.1021, -0.0695, -0.0627, -0.0412, -0.0139, -0.0087, -0.0129, -0.024, -0.0386, -0.0252, -0.0422, -0.0579, -0.069, -0.0111, 0.0081, 0.0228, 0.0168, 0.0063, -0.0289, -0.0289, -0.0421, -0.0283, -0.0154, 0.0204, 0.0075, 0.0092, 0.0115, 0.0727, 0.1516, 0.1926, 0.2263, 0.2386, 0.2124, 0.2392, 0.2629, 0.2386, 0.2879, 0.2314, 0.2809, 0.2891, 0.2935, 0.3363, 0.2681, 0.2502, 0.3183, 0.2596, 0.2759, 0.2668, 0.2026, 0.2678, 0.2484, 0.2656, 0.247, 0.2777, 0.3013, 0.2873, 0.2767, 0.3059, 0.2615, 0.3159, 0.3395, 0.3423, 0.28, 0.3279, 0.3623, 0.2921, 0.3439, 0.2969, 0.2493, 0.295, 0.2786, 0.2524]}
{"unit_id": "quote:1939687647321980971", "ticker_idx": 0, "ts": "2025-06-30T14:09:07+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Something big about to reveal for Robinhood. You don't bring the cofounder of Ethereum Vitalik out for nothing. $hood", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish HOOD ahead of major crypto announcements with Vitalik appearance; expects significant positive catalyst.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Something big about to reveal for Robinhood. You don't bring the cofounder of Ethereum Vitalik out for nothing. $hood", "reply_text": null, "parent_text": null, "quoted_text": "A new beginning for the future of finance. It’s almost time to Catch a Token.\n\nTune in as we livestream in Cannes, France to make our biggest crypto announcements of the year.\n\nLive today at 5:00pm CEST/11:00am ET. https://t.co/g2tVe85G4W https://t.co/3i7UDua2Gz", "parent_author": null, "ret_m1d": -0.11321156450994274, "ret_signed_m1d": -0.11321156450994274, "alpha_spy_m1d": -0.10845313608078744, "alpha_c_m1d": -0.10500078251689726, "bench_spy_m1d": -0.004758428429155304, "bench_c_m1d": -0.00821078199304548, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013884390264849888, "ret_signed_p1d": -0.013884390264849888, "alpha_spy_p1d": -0.013560775980715145, "alpha_c_p1d": -0.01942198385381355, "bench_spy_p1d": -0.00032361428413474336, "bench_c_p1d": 0.005537593588963663, "ret_p1w": -0.001815637871751652, "ret_signed_p1w": -0.001815637871751652, "alpha_spy_p1w": -0.006396078444632747, "alpha_c_p1w": -0.007735073248912427, "bench_spy_p1w": 0.004580440572881095, "bench_c_p1w": 0.0059194353771607755, "ret_p1m": 0.10349249947299888, "ret_signed_p1m": 0.10349249947299888, "alpha_spy_p1m": 0.0753140853248222, "alpha_c_p1m": 0.09528156953660272, "bench_spy_p1m": 0.028178414148176678, "bench_c_p1m": 0.00821092993639616, "ret_p3m": 0.309943448934594, "ret_signed_p3m": 0.309943448934594, "alpha_spy_p3m": 0.2419262186713449, "alpha_c_p3m": 0.2855779187884733, "bench_spy_p3m": 0.06801723026324913, "bench_c_p3m": 0.02436553014612075, "ret_p6m": 0.2842037956951895, "ret_signed_p6m": 0.2842037956951895, "alpha_spy_p6m": 0.16434325747069933, "alpha_c_p6m": 0.21857760475121624, "bench_spy_p6m": 0.11986053822449017, "bench_c_p6m": 0.06562619094397326, "ret_p1y": 0.1235715052250721, "ret_signed_p1y": 0.1235715052250721, "alpha_spy_p1y": -0.08585637768129173, "alpha_c_p1y": 0.0791341308289768, "bench_spy_p1y": 0.20942788290636383, "bench_c_p1y": 0.0444373743960953, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.001815637871751652, "alpha_spy_stated": -0.006396078444632747, "alpha_c_stated": -0.007735073248912427, "price_path": [-0.5442, -0.5914, -0.6314, -0.6218, -0.6351, -0.5492, -0.5673, -0.5335, -0.5286, -0.5292, -0.5657, -0.5602, -0.5602, -0.5744, -0.5505, -0.523, -0.4857, -0.4719, -0.4774, -0.4727, -0.4755, -0.5021, -0.481, -0.4868, -0.48, -0.4661, -0.4225, -0.4163, -0.3866, -0.3317, -0.3443, -0.3519, -0.3404, -0.3136, -0.3067, -0.318, -0.3082, -0.3253, -0.3253, -0.2949, -0.3043, -0.317, -0.2935, -0.274, -0.234, -0.2281, -0.2256, -0.2003, -0.2161, -0.2256, -0.2003, -0.2114, -0.2246, -0.1803, -0.1995, -0.1632, -0.1632, -0.1616, -0.1846, -0.1241, -0.1162, -0.0973, -0.1132, 0.0, -0.0139, 0.0465, 0.0082, 0.0082, -0.0018, -0.0252, 0.0097, 0.0541, 0.0503, 0.0676, 0.0631, 0.1027, 0.1262, 0.1721, 0.1144, 0.0878, 0.0902, 0.0886, 0.1198, 0.1403, 0.1035, 0.1332, 0.1006, 0.067, 0.1361, 0.1263, 0.1284, 0.188, 0.2243, 0.2135, 0.2185, 0.1601, 0.1824, 0.2194, 0.2285, 0.1481, 0.1251, 0.1353, 0.1676, 0.1528, 0.162, 0.0992, 0.1074, 0.1111, 0.1111, 0.077, 0.0768, 0.0991, 0.0814, 0.2526, 0.2656, 0.2545, 0.2576, 0.2286, 0.2264, 0.2537, 0.2671, 0.2914, 0.3327, 0.3339, 0.3479, 0.3543, 0.3099, 0.3007, 0.4602, 0.5292, 0.4861, 0.5561, 0.5878, 0.5407, 0.5486, 0.6113, 0.6283, 0.4841, 0.5025, 0.4413, 0.4328, 0.4038, 0.3875, 0.4504, 0.4081, 0.3588, 0.4347, 0.493, 0.5578, 0.562, 0.5465, 0.4746, 0.5677, 0.5709, 0.4611, 0.5217, 0.3573, 0.3923, 0.4512, 0.4091, 0.4203, 0.298, 0.3083, 0.2386, 0.2208, 0.262, 0.1344, 0.146, 0.2279, 0.2343, 0.3692, 0.3692, 0.3723, 0.3162, 0.3452, 0.4273, 0.4641, 0.4093, 0.4571, 0.4494, 0.4489, 0.3177, 0.2763, 0.231, 0.2752, 0.2368, 0.2513, 0.2961, 0.307, 0.2842]}
{"unit_id": "reply:1886204924075053495", "ticker_idx": 0, "ts": "2025-02-03T00:07:52+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we're safe for now. Blackwell, the latest generation sold out\nMicrosoft and FB have growing capex commitments", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA near-term: Blackwell sold out and hyperscaler capex commitments growing offset demand concentration risk.", "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": "@alkbeed @Beth_Kindig Blackwell, the latest generation sold out\nMicrosoft and FB have growing capex commitments\n\nI think we're safe for now. Predicting nvda demand is the biggest challenge.", "reply_text": null, "parent_text": "@DeepValueBagger @Beth_Kindig Interesting, however what happens if NVDA’s top 5 customers need to reduce by X% their GPU consumption for model training and inferencing? Doesn’t that leave a gap on the scale of billions for NVDA’s revenues? Is the demand growth highlighted by this thesis really going to fill", "quoted_text": null, "parent_author": "alkbeed", "ret_m1d": 0.029230109028928197, "ret_signed_m1d": 0.029230109028928197, "alpha_spy_m1d": 0.022454962614709695, "alpha_c_m1d": 0.008960425638164793, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.020269683390763404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017057965066677117, "ret_signed_p1d": 0.017057965066677117, "alpha_spy_p1d": 0.010349699830464631, "alpha_c_p1d": 0.005792364650783588, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.011265600415893529, "ret_p1w": 0.14495098197819267, "ret_signed_p1w": 0.14495098197819267, "alpha_spy_p1w": 0.13310709386375685, "alpha_c_p1w": 0.0995535834283714, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": 0.04539739854982128, "ret_p1m": -0.005743297543145287, "ret_signed_p1m": -0.005743297543145287, "alpha_spy_p1m": 0.02923670093437325, "alpha_c_p1m": 0.05100354679708363, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.05674684434022892, "ret_p3m": -0.04320032056467171, "ret_signed_p3m": -0.04320032056467171, "alpha_spy_p3m": 0.019733725558624182, "alpha_c_p3m": 0.06769672558457884, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.11089704614925056, "ret_p6m": 0.5046999428480032, "ret_signed_p6m": 0.5046999428480032, "alpha_spy_p6m": 0.43563557210278603, "alpha_c_p6m": 0.27804788288317606, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": 0.22665205996482718, "ret_p1y": 0.5718338245767733, "ret_signed_p1y": 0.5718338245767733, "alpha_spy_p1y": 0.4117743917187775, "alpha_c_p1y": -0.11666868613706938, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.6885025107138427, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005743297543145287, "alpha_spy_stated": 0.02923670093437325, "alpha_c_stated": 0.05100354679708363, "price_path": [0.2481, 0.2761, 0.2654, 0.2451, 0.271, 0.2537, 0.2579, 0.217, 0.2013, 0.2601, 0.2505, 0.2572, 0.2167, 0.1659, 0.1736, 0.16, 0.16, 0.185, 0.1882, 0.2022, 0.244, 0.2434, 0.221, 0.1899, 0.1578, 0.1942, 0.1773, 0.1508, 0.1315, 0.1177, 0.105, 0.1202, 0.1546, 0.1972, 0.202, 0.202, 0.1995, 0.1744, 0.1786, 0.1511, 0.1511, 0.1856, 0.2384, 0.2809, 0.2013, 0.201, 0.201, 0.165, 0.142, 0.1294, 0.1678, 0.145, 0.1804, 0.1804, 0.2072, 0.2607, 0.262, 0.2225, 0.0151, 0.1057, 0.0603, 0.0685, 0.0292, 0.0, 0.0171, 0.07, 0.103, 0.113, 0.145, 0.1384, 0.1241, 0.1597, 0.1902, 0.1902, 0.1949, 0.1935, 0.201, 0.1523, 0.1167, 0.0855, 0.1253, 0.0299, 0.0708, -0.0223, -0.0057, 0.0055, -0.0522, -0.034, -0.083, -0.0677, -0.0078, -0.0092, 0.043, 0.0247, -0.0105, 0.0075, 0.0161, 0.009, 0.0408, 0.0346, -0.0248, -0.0447, -0.0598, -0.0709, -0.0557, -0.0534, -0.1273, -0.1915, -0.163, -0.1744, -0.0199, -0.0778, -0.049, -0.0509, -0.0381, -0.1042, -0.13, -0.13, -0.1692, -0.1522, -0.1195, -0.0876, -0.0483, -0.0679, -0.0654, -0.0663, -0.0432, -0.0184, -0.0243, -0.0267, 0.0035, 0.0062, 0.0, 0.0544, 0.1139, 0.1602, 0.1559, 0.1607, 0.1622, 0.152, 0.1299, 0.1387, 0.1255, 0.1255, 0.1616, 0.1557, 0.1932, 0.1584, 0.1777, 0.2106, 0.2166, 0.2001, 0.2149, 0.2227, 0.2341, 0.2245, 0.2431, 0.2172, 0.2405, 0.2356, 0.2472, 0.2472, 0.2333, 0.236, 0.268, 0.3229, 0.329, 0.3524, 0.3545, 0.3143, 0.3482, 0.3661, 0.3661, 0.3566, 0.3717, 0.3964, 0.4069, 0.4139, 0.4066, 0.4635, 0.4692, 0.4832, 0.4781, 0.4693, 0.432, 0.4641, 0.4895, 0.4875, 0.5153, 0.5047]}
{"unit_id": "quote:1930653897971896679", "ticker_idx": 0, "ts": "2025-06-05T15:52:13+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Valued at $7bil IPO is cheap. They earn a lot holding bonds, charging fees for over $61b TVL. Congress just passed stablecoin laws. Placed 600 shares order on $CRCL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long CRCL at IPO; calls $7B valuation cheap on bond yield/fee income from $61B TVL and new stablecoin legislation.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "This is really good company. They issue one of the largest USD stable coin USDC, with huge Bitcoin treasury. Valued at $7bil IPO is cheap. They earn a lot holding bonds, charging fees for over $61b TVL. Congress just passed stablecoin laws. Will share more DD.   \n\nPlaced 600 shares order on $CRCL", "reply_text": null, "parent_text": null, "quoted_text": "The NYSE welcomes @circle in celebration of its IPO! For over a decade, Circle has connected traditional finance and digital assets, seeking to create a secure, always-on digital economy. $CRCL\n\n@jerallaire https://t.co/YnHL34puz7", "parent_author": null, "ret_m1d": null, "ret_signed_m1d": null, "alpha_spy_m1d": null, "alpha_c_m1d": null, "bench_spy_m1d": 0.004856329582511476, "bench_c_m1d": 0.0027639982910254712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2940044768034975, "ret_signed_p1d": 0.2940044768034975, "alpha_spy_p1d": 0.283735445829733, "alpha_c_p1d": 0.28156629262950017, "bench_spy_p1d": 0.010269030973764526, "bench_c_p1d": 0.012438184173997335, "ret_p1w": 0.2800672428021942, "ret_signed_p1w": 0.2800672428021942, "alpha_spy_p1w": 0.26202487004289265, "alpha_c_p1w": 0.2731571319560009, "bench_spy_p1w": 0.01804237275930154, "bench_c_p1w": 0.006910110846193307, "ret_p1m": 1.2680523448126855, "ret_signed_p1m": 1.2680523448126855, "alpha_spy_p1m": 1.2104876398462923, "alpha_c_p1m": 1.2143053754065356, "bench_spy_p1m": 0.05756470496639321, "bench_c_p1m": 0.05374696940614987, "ret_p3m": 0.4434698371262291, "ret_signed_p3m": 0.4434698371262291, "alpha_spy_p3m": 0.36065580849964185, "alpha_c_p3m": 0.3817985617491906, "bench_spy_p3m": 0.08281402862658727, "bench_c_p3m": 0.06167127537703854, "ret_p6m": -0.039649200031936616, "ret_signed_p6m": -0.039649200031936616, "alpha_spy_p6m": -0.1985912983311775, "alpha_c_p6m": -0.09964772497856567, "bench_spy_p6m": 0.15894209829924089, "bench_c_p6m": 0.05999852494662905, "ret_p1y": 0.35912529357309464, "ret_signed_p1y": 0.35912529357309464, "alpha_spy_p1y": 0.08741505192759491, "alpha_c_p1y": 0.31782126657762255, "bench_spy_p1y": 0.27171024164549973, "bench_c_p1y": 0.04130402699547209, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.2680523448126855, "alpha_spy_stated": 1.2104876398462923, "alpha_c_stated": 1.2143053754065356, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.0, 0.294, 0.3847, 0.2725, 0.4081, 0.2801, 0.6047, 0.815, 0.792, 1.3981, 1.3981, 1.8869, 2.1653, 1.6751, 1.3864, 1.5667, 1.1678, 1.1782, 1.3132, 1.1383, 1.2681, 1.2681, 1.4926, 1.4608, 1.4111, 1.4378, 1.2508, 1.4594, 1.3469, 1.8019, 1.8245, 1.6887, 1.5964, 1.3827, 1.4319, 1.3198, 1.3172, 1.2271, 1.1824, 1.2888, 1.205, 1.0197, 0.9803, 0.8495, 0.9429, 0.8374, 0.9107, 0.9364, 0.961, 0.8402, 0.6728, 0.7933, 0.7011, 0.6248, 0.6558, 0.5836, 0.6225, 0.5047, 0.5505, 0.5307, 0.5732, 0.5857, 0.5857, 0.4435, 0.4233, 0.4116, 0.3764, 0.3512, 0.4176, 0.366, 0.6064, 0.5057, 0.6106, 0.6197, 0.5744, 0.6871, 0.7318, 0.6537, 0.5736, 0.5809, 0.4978, 0.5258, 0.6059, 0.5929, 0.5503, 0.7989, 0.7515, 0.7843, 0.7869, 0.8078, 0.808, 0.5973, 0.6517, 0.6155, 0.6158, 0.5434, 0.5198, 0.5717, 0.5601, 0.4993, 0.5603, 0.7067, 0.7216, 0.6353, 0.5828, 0.4743, 0.5257, 0.4161, 0.3367, 0.358, 0.2016, 0.2392, 0.2508, 0.1811, 0.0369, -0.0107, -0.0161, -0.0798, -0.0797, -0.1623, -0.1958, -0.143, -0.126, -0.1576, -0.1272, -0.1272, -0.0396]}
{"unit_id": "thread:1937573125757059323", "ticker_idx": 0, "ts": "2025-06-24T18:06:46+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My short term target is $420 by mid-July best case, or $420 by end of September", "tweet_type": "prediction", "timeline": "months", "summary": "Long TSLA to $420 by mid-July or end of September on Robotaxi expansion catalysts.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$TSLA today is down 2%, losing a momentum. My take is that we won't see any tangible move until we see momentum on Robotaxi and other catalysts which Tesla team is working hard everyday and we're thankful for it as investors.\n\n1. No safety passenger\n2. Expand geofence, bigger than Waymo. \n3. Begin Robotaxi testing in another city, and more!\n4. Begin Robotaxi testing in another city\n5. Robotaxi available for general public\n6. Elon's compensation future or past compensation.\n7. Long promised affordable car (where is it??)\n\nMy short term target is $420 by mid-July best case, or $420 by end of September. Let's see!\n\n---\n\nI would be curious how Tesla handle 2 edge case:\n1. Crazy passenger hit the steering wheel.\n2. Customer forgets to close the door.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0241136999607674, "ret_signed_m1d": 0.0241136999607674, "alpha_spy_m1d": 0.035040179151893724, "alpha_c_m1d": 0.029633466505320172, "bench_spy_m1d": -0.010926479191126326, "bench_c_m1d": -0.005519766544552773, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037947582404945, "ret_signed_p1d": -0.037947582404945, "alpha_spy_p1d": -0.038507966826624274, "alpha_c_p1d": -0.026166036686289362, "bench_spy_p1d": 0.0005603844216792719, "bench_c_p1d": -0.01178154571865564, "ret_p1w": -0.11677977390980576, "ret_signed_p1w": -0.11677977390980576, "alpha_spy_p1w": -0.13469407394389665, "alpha_c_p1w": -0.12916438766487826, "bench_spy_p1w": 0.01791430003409089, "bench_c_p1w": 0.012384613755072493, "ret_p1m": -0.02323260091564383, "ret_signed_p1m": -0.02323260091564383, "alpha_spy_p1m": -0.06843853761396868, "alpha_c_p1m": -0.07406977418632743, "bench_spy_p1m": 0.045205936698324845, "bench_c_p1m": 0.0508371732706836, "ret_p3m": 0.25141717565897115, "ret_signed_p3m": 0.25141717565897115, "alpha_spy_p3m": 0.15457796754419784, "alpha_c_p3m": 0.13174558133324576, "bench_spy_p3m": 0.09683920811477331, "bench_c_p3m": 0.11967159432572538, "ret_p6m": 0.37239700440666046, "ret_signed_p6m": 0.37239700440666046, "alpha_spy_p6m": 0.2628326966838106, "alpha_c_p6m": 0.2523769073694113, "bench_spy_p6m": 0.10956430772284986, "bench_c_p6m": 0.12002009703724914, "ret_p1y": 0.17234996465295938, "ret_signed_p1y": 0.17234996465295938, "alpha_spy_p1y": -0.05382403562530058, "alpha_c_p1y": 0.08722985354293411, "bench_spy_p1y": 0.22617400027825996, "bench_c_p1y": 0.08512011111002526, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02323260091564383, "alpha_spy_stated": -0.06843853761396868, "alpha_c_stated": -0.07406977418632743, "price_path": [-0.1978, -0.2259, -0.2388, -0.2115, -0.1695, -0.215, -0.2968, -0.3148, -0.3484, -0.2005, -0.2587, -0.2589, -0.2588, -0.2536, -0.2905, -0.2911, -0.2911, -0.3318, -0.3011, -0.2635, -0.2378, -0.1631, -0.1603, -0.1423, -0.1713, -0.1761, -0.1564, -0.1768, -0.1913, -0.1887, -0.1635, -0.124, -0.0649, -0.0188, 0.0212, 0.0069, 0.0279, 0.0048, 0.0098, -0.0172, 0.0017, -0.0033, -0.0033, 0.0659, 0.0483, 0.0528, 0.0176, 0.0065, 0.0112, -0.0247, -0.1638, -0.1331, -0.0937, -0.0422, -0.0412, -0.0627, -0.0445, -0.0333, -0.0708, -0.0541, -0.0541, -0.0538, 0.0241, 0.0, -0.0379, -0.0431, -0.0495, -0.067, -0.1168, -0.0729, -0.0738, -0.0738, -0.1367, -0.1253, -0.131, -0.0899, -0.0792, -0.0692, -0.0872, -0.0552, -0.0619, -0.0318, -0.0352, -0.0246, -0.0232, -0.1033, -0.0717, -0.0437, -0.0566, -0.0629, -0.0946, -0.1111, -0.0917, -0.0933, -0.0604, -0.0535, -0.0318, -0.0042, 0.0011, -0.0032, -0.0144, -0.0291, -0.0156, -0.0328, -0.0487, -0.0598, -0.0014, 0.018, 0.0329, 0.0268, 0.0162, -0.0194, -0.0194, -0.0326, -0.0187, -0.0057, 0.0305, 0.0174, 0.0191, 0.0215, 0.0832, 0.1629, 0.2043, 0.2383, 0.2508, 0.2243, 0.2514, 0.2753, 0.2508, 0.3005, 0.2435, 0.2935, 0.3018, 0.3062, 0.3495, 0.2806, 0.2625, 0.3312, 0.272, 0.2885, 0.2792, 0.2145, 0.2803, 0.2607, 0.2781, 0.2593, 0.2903, 0.3142, 0.3, 0.2893, 0.3187, 0.2739, 0.3288, 0.3527, 0.3555, 0.2926, 0.341, 0.3757, 0.3048, 0.3572, 0.3097, 0.2616, 0.3077, 0.2912, 0.2647, 0.1807, 0.1876, 0.201, 0.1785, 0.1866, 0.1608, 0.1487, 0.2271, 0.2318, 0.2529, 0.2529, 0.2635, 0.2634, 0.2607, 0.3121, 0.335, 0.3364, 0.2911, 0.3075, 0.326, 0.3126, 0.348, 0.396, 0.4388, 0.3724]}
{"unit_id": "orig:1905086412820492613", "ticker_idx": 0, "ts": "2025-03-27T02:36:10+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a move to snowball users growth. I'm not going hate it when they raise the fees after the growrh phase.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD: flat-fee model will snowball user growth, with fee increases coming after growth phase.", "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": "Flat fee for investment management.\nThis is a move to snowball users growth.\nI'm not going hate it when they raise the fees after the growrh phase.\n\n$hood. https://t.co/9YpryXST24", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016821955797554855, "ret_signed_m1d": 0.016821955797554855, "alpha_spy_m1d": 0.01415925734760859, "alpha_c_m1d": 0.014829102059819244, "bench_spy_m1d": 0.002662698449946266, "bench_c_m1d": 0.0019928537377356115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04705622710932411, "ret_signed_p1d": -0.04705622710932411, "alpha_spy_p1d": -0.02691790562221208, "alpha_c_p1d": -0.027725793739938775, "bench_spy_p1d": -0.020138321487112032, "bench_c_p1d": -0.019330433369385336, "ret_p1w": -0.13025694790410625, "ret_signed_p1w": -0.13025694790410625, "alpha_spy_p1w": -0.07668427586067184, "alpha_c_p1w": -0.080635540536946, "bench_spy_p1w": -0.05357267204343441, "bench_c_p1w": -0.04962140736716025, "ret_p1m": 0.12411909243334573, "ret_signed_p1m": 0.12411909243334573, "alpha_spy_p1m": 0.1531097184163318, "alpha_c_p1m": 0.16716422190221913, "bench_spy_p1m": -0.028990625982986074, "bench_c_p1m": -0.0430451294688734, "ret_p3m": 0.8642873154600161, "ret_signed_p3m": 0.8642873154600161, "alpha_spy_p3m": 0.791116370787083, "alpha_c_p3m": 0.8328650487627975, "bench_spy_p3m": 0.07317094467293317, "bench_c_p3m": 0.03142226669721859, "ret_p6m": 1.836553626238595, "ret_signed_p6m": 1.836553626238595, "alpha_spy_p6m": 1.6594576571117519, "alpha_c_p6m": 1.751740603265545, "bench_spy_p6m": 0.17709596912684322, "bench_c_p6m": 0.08481302297305016, "ret_p1y": 0.7119798746326977, "ret_signed_p1y": 0.7119798746326977, "alpha_spy_p1y": 0.5219248066758222, "alpha_c_p1y": 0.7194476923610242, "bench_spy_p1y": 0.19005506795687555, "bench_c_p1y": -0.007467817728326498, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12411909243334573, "alpha_spy_stated": 0.1531097184163318, "alpha_c_stated": 0.16716422190221913, "price_path": [-0.1298, -0.153, -0.153, -0.1034, -0.06, -0.0291, -0.078, -0.0723, -0.0723, -0.0889, -0.1, -0.0507, 0.0357, 0.0475, 0.0946, 0.0946, 0.1366, 0.1403, 0.1448, 0.1621, 0.0852, 0.123, 0.1628, 0.2048, 0.181, 0.1798, 0.1953, 0.2321, 0.2087, 0.2698, 0.2792, 0.2125, 0.271, 0.4503, 0.484, 0.484, 0.3739, 0.3464, 0.2744, 0.173, 0.135, 0.0439, 0.1105, 0.1089, 0.1389, 0.0659, 0.0507, 0.0939, 0.0193, 0.0098, -0.19, -0.1734, -0.1153, -0.1812, -0.108, -0.0448, -0.0884, -0.0271, -0.0075, 0.0084, 0.0993, 0.0946, 0.0168, 0.0, -0.0471, -0.0539, -0.0416, -0.0298, -0.1303, -0.2155, -0.195, -0.2232, -0.0405, -0.0791, -0.007, 0.0034, 0.002, -0.0757, -0.0639, -0.0639, -0.0941, -0.0432, 0.0152, 0.0946, 0.1241, 0.1123, 0.1223, 0.1164, 0.0598, 0.1046, 0.0923, 0.1068, 0.1364, 0.2291, 0.2423, 0.3055, 0.4224, 0.3955, 0.3794, 0.404, 0.461, 0.4756, 0.4517, 0.4724, 0.436, 0.436, 0.5008, 0.4808, 0.4537, 0.5038, 0.5454, 0.6304, 0.6429, 0.6483, 0.7022, 0.6686, 0.6483, 0.7022, 0.6786, 0.6504, 0.7447, 0.7038, 0.7811, 0.7811, 0.7845, 0.7356, 0.8643, 0.8811, 0.9213, 0.8875, 1.1284, 1.0989, 1.2273, 1.1459, 1.1459, 1.1246, 1.0748, 1.1491, 1.2437, 1.2355, 1.2723, 1.2628, 1.3471, 1.3971, 1.4947, 1.3719, 1.3153, 1.3205, 1.3171, 1.3835, 1.4271, 1.3487, 1.4119, 1.3426, 1.271, 1.418, 1.3974, 1.4017, 1.5285, 1.6058, 1.5829, 1.5935, 1.4692, 1.5167, 1.5954, 1.6147, 1.4437, 1.3946, 1.4165, 1.4851, 1.4537, 1.4733, 1.3396, 1.3571, 1.3649, 1.3649, 1.2923, 1.2919, 1.3394, 1.3017, 1.6661, 1.6938, 1.6702, 1.6767, 1.6149, 1.6104, 1.6683, 1.697, 1.7486, 1.8366]}
{"unit_id": "orig:1937227100051701932", "ticker_idx": 0, "ts": "2025-06-23T19:11:47+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'm loving my $RKLB long term position rn", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds long-term RKLB position, enthusiastic about ongoing gains.", "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": "Of course I'm loving my $RKLB long term position rn, and I looked at my wife's IRA account, and the total return looks even better than mine. 318% !!! https://t.co/ueEqZeuXRP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08358749133023313, "ret_signed_m1d": -0.08358749133023313, "alpha_spy_m1d": -0.07380651322008291, "alpha_c_m1d": -0.07022733533622794, "bench_spy_m1d": -0.009780978110150218, "bench_c_m1d": -0.013360155994005196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020744366397147385, "ret_signed_p1d": 0.020744366397147385, "alpha_spy_p1d": 0.00969718035764, "alpha_c_p1d": 0.01240298447504773, "bench_spy_p1d": 0.011047186039507384, "bench_c_p1d": 0.008341381922099655, "ret_p1w": 0.09121420957328463, "ret_signed_p1w": 0.09121420957328463, "alpha_spy_p1w": 0.06172166240076682, "alpha_c_p1w": 0.06577279058649355, "bench_spy_p1w": 0.029492547172517813, "bench_c_p1w": 0.025441418986791087, "ret_p1m": 0.4301404153109245, "ret_signed_p1m": 0.4301404153109245, "alpha_spy_p1m": 0.3823023517268034, "alpha_c_p1m": 0.38036984037847366, "bench_spy_p1m": 0.04783806358412113, "bench_c_p1m": 0.04977057493245085, "ret_p3m": 0.4392923142807934, "ret_signed_p3m": 0.4392923142807934, "alpha_spy_p3m": 0.33580156390195426, "alpha_c_p3m": 0.3774961271094739, "bench_spy_p3m": 0.10349075037883915, "bench_c_p3m": 0.06179618717131952, "ret_p6m": 0.6928006023451427, "ret_signed_p6m": 0.6928006023451427, "alpha_spy_p6m": 0.5584973185026407, "alpha_c_p6m": 0.6035142319453275, "bench_spy_p6m": 0.134303283842502, "bench_c_p6m": 0.08928637039981524, "ret_p1y": 2.204698199015952, "ret_signed_p1y": 2.204698199015952, "alpha_spy_p1y": 1.9856975942921555, "alpha_c_p1y": 2.0130899674314637, "bench_spy_p1y": 0.21900060472379668, "bench_c_p1y": 0.1916082315844887, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 2.204698199015952, "alpha_spy_stated": 1.9856975942921555, "alpha_c_stated": 2.0130899674314637, "price_path": [-0.407, -0.4381, -0.432, -0.4545, -0.4463, -0.41, -0.4542, -0.5006, -0.4655, -0.4759, -0.3719, -0.4012, -0.4012, -0.4164, -0.3572, -0.3906, -0.3978, -0.3978, -0.4311, -0.4192, -0.381, -0.3325, -0.3173, -0.3084, -0.3167, -0.3353, -0.3252, -0.2987, -0.3142, -0.3176, -0.32, -0.2953, -0.3743, -0.3514, -0.334, -0.2639, -0.2306, -0.22, -0.2129, -0.2068, -0.2322, -0.2123, -0.2245, -0.2245, -0.1226, -0.1174, -0.1656, -0.1827, -0.1885, -0.1849, -0.1791, -0.1931, -0.1178, -0.0958, -0.1711, -0.1653, -0.1946, -0.2248, -0.1901, -0.194, -0.1504, -0.1504, -0.0836, 0.0, 0.0207, -0.0131, 0.1025, 0.0793, 0.0912, 0.0473, 0.0885, 0.0879, 0.0879, 0.1861, 0.1818, 0.194, 0.1928, 0.1907, 0.3182, 0.3606, 0.4549, 0.5659, 0.5677, 0.4396, 0.4301, 0.4994, 0.4683, 0.4469, 0.3761, 0.3359, 0.4167, 0.4009, 0.367, 0.3588, 0.3652, 0.3453, 0.3487, 0.3633, 0.3734, 0.3249, 0.3118, 0.306, 0.3505, 0.3719, 0.2483, 0.2413, 0.2669, 0.3539, 0.4405, 0.4683, 0.4109, 0.4616, 0.4826, 0.4826, 0.5043, 0.3279, 0.3115, 0.3984, 0.4561, 0.4347, 0.4085, 0.4774, 0.6272, 0.6486, 0.4413, 0.4667, 0.4393, 0.4579, 0.5195, 0.6141, 0.4854, 0.4225, 0.4112, 0.4341, 0.4616, 0.4634, 0.6007, 0.7132, 0.7846, 0.8764, 0.9924, 1.0262, 0.9603, 0.9957, 1.0754, 1.1132, 1.0439, 1.0217, 1.0546, 0.9951, 0.8476, 0.9393, 0.9695, 1.0018, 0.9448, 1.0183, 0.8585, 0.9213, 0.8713, 0.7257, 0.7212, 0.5134, 0.5754, 0.5833, 0.5631, 0.5244, 0.3804, 0.3893, 0.3212, 0.3051, 0.3307, 0.2044, 0.2294, 0.295, 0.2996, 0.2791, 0.2791, 0.2855, 0.2315, 0.2782, 0.3642, 0.5061, 0.4965, 0.5729, 0.63, 0.7547, 0.9381, 0.8758, 0.6904, 0.6928]}
{"unit_id": "reply:1933647423639101496", "ticker_idx": 0, "ts": "2025-06-13T22:07:25+00:00", "symbol": "AIPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like AIPI because it holds stock underlying", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefer AIPI (holds stock underlying) over TSLP-type ETFs; bearish on call-option/bond structures due to options decay and rate risk.", "resolved_tickers": ["AIPI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alice_MiaX I like AIPI because it holds stock underlying. Not a fan of TSLP or any stock have purely call options and bonds.\n\n1. options value can disappear if price move really fast\n2. interest cut can push bonds down.", "reply_text": null, "parent_text": "Updated 5/19/2025 \n\nHi, I’m Alice, and welcome to my dividend journey! I’ll be sharing everything here, my positions, what I like, what I don’t, and updates on my progress. I get asked the same questions repeatedly, so if you don’t read this, I won’t be answering them https://t.co/hKHEhRBzYV", "quoted_text": null, "parent_author": "Alice_MiaX", "ret_m1d": -0.009046915155269564, "ret_signed_m1d": -0.009046915155269564, "alpha_spy_m1d": 0.00037755531712269086, "alpha_c_m1d": 0.00037755531712269086, "bench_spy_m1d": -0.009424470472392255, "bench_c_m1d": -0.009424470472392255, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.000464122713539572, "ret_signed_p1d": -0.000464122713539572, "alpha_spy_p1d": 0.00808084416694721, "alpha_c_p1d": 0.00808084416694721, "bench_spy_p1d": -0.008544966880486782, "bench_c_p1d": -0.008544966880486782, "ret_p1w": 0.00765479994256002, "ret_signed_p1w": 0.00765479994256002, "alpha_spy_p1w": 0.008908739556894973, "alpha_c_p1w": 0.008908739556894973, "bench_spy_p1w": -0.0012539396143349535, "bench_c_p1w": -0.0012539396143349535, "ret_p1m": 0.04106651352724855, "ret_signed_p1m": 0.04106651352724855, "alpha_spy_p1m": 0.005725647861152483, "alpha_c_p1m": 0.005725647861152483, "bench_spy_p1m": 0.035340865666096066, "bench_c_p1m": 0.035340865666096066, "ret_p3m": 0.0663600000075879, "ret_signed_p3m": 0.0663600000075879, "alpha_spy_p3m": -0.028042037680229503, "alpha_c_p3m": -0.028042037680229503, "bench_spy_p3m": 0.09440203768781741, "bench_c_p3m": 0.09440203768781741, "ret_p6m": 0.1688959627204496, "ret_signed_p6m": 0.1688959627204496, "alpha_spy_p6m": 0.02905632937608993, "alpha_c_p6m": 0.02905632937608993, "bench_spy_p6m": 0.13983963334435967, "bench_c_p6m": 0.13983963334435967, "ret_p1y": 0.26322239135370995, "ret_signed_p1y": 0.26322239135370995, "alpha_spy_p1y": -0.0026007912477290507, "alpha_c_p1y": -0.0026007912477290507, "bench_spy_p1y": 0.265823182601439, "bench_c_p1y": 0.265823182601439, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04106651352724855, "alpha_spy_stated": 0.005725647861152483, "alpha_c_stated": 0.005725647861152483, "price_path": [-0.0853, -0.0865, -0.0825, -0.0638, -0.0613, -0.0838, -0.0965, -0.1159, -0.1201, -0.1131, -0.1059, -0.1601, -0.219, -0.2093, -0.2194, -0.1396, -0.163, -0.1512, -0.1426, -0.1385, -0.1617, -0.1643, -0.1643, -0.1857, -0.1678, -0.1436, -0.1146, -0.1042, -0.1017, -0.097, -0.0979, -0.0916, -0.0788, -0.0794, -0.0808, -0.0797, -0.0702, -0.072, -0.0598, -0.0522, -0.0486, -0.0481, -0.0414, -0.0429, -0.0452, -0.0578, -0.0551, -0.0589, -0.0589, -0.0418, -0.0466, -0.0482, -0.0457, -0.0355, -0.0255, -0.0246, -0.0306, -0.0172, -0.0095, -0.0053, -0.0072, -0.0037, -0.009, 0.0, -0.0005, 0.0026, 0.0026, -0.0023, 0.0077, 0.0199, 0.0251, 0.0317, 0.0284, 0.0351, 0.0265, 0.0303, 0.0375, 0.0375, 0.0351, 0.0418, 0.0456, 0.0399, 0.0363, 0.0396, 0.0411, 0.0432, 0.0489, 0.0509, 0.0549, 0.0478, 0.0554, 0.0581, 0.0618, 0.0682, 0.0662, 0.0657, 0.0549, 0.0384, 0.052, 0.051, 0.0571, 0.0529, 0.0529, 0.0539, 0.0618, 0.0601, 0.0581, 0.0561, 0.0589, 0.0375, 0.031, 0.0286, 0.0435, 0.0418, 0.0458, 0.0491, 0.0623, 0.0494, 0.0494, 0.0418, 0.042, 0.0504, 0.0501, 0.0598, 0.0666, 0.0598, 0.0664, 0.0679, 0.0732, 0.0717, 0.0719, 0.0884, 0.094, 0.0957, 0.0914, 0.0901, 0.0872, 0.0903, 0.0945, 0.0971, 0.1052, 0.1114, 0.1067, 0.1162, 0.1152, 0.1217, 0.1256, 0.105, 0.1225, 0.1183, 0.1201, 0.1141, 0.1198, 0.1381, 0.1399, 0.1279, 0.1415, 0.1553, 0.1689, 0.1723, 0.1748, 0.1689, 0.1756, 0.1799, 0.1565, 0.1557, 0.1441, 0.1439, 0.1662, 0.1613, 0.1584, 0.1318, 0.1393, 0.128, 0.1122, 0.113, 0.0815, 0.0853, 0.113, 0.1141, 0.1183, 0.1183, 0.1318, 0.1321, 0.1468, 0.1468, 0.1523, 0.1595, 0.165, 0.1689]}
{"unit_id": "reply:1933647423639101496", "ticker_idx": 1, "ts": "2025-06-13T22:07:25+00:00", "symbol": "TSLP", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not a fan of TSLP or any stock have purely call options and bonds", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefer AIPI (holds stock underlying) over TSLP-type ETFs; bearish on call-option/bond structures due to options decay and rate risk.", "resolved_tickers": ["TSLP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Alice_MiaX I like AIPI because it holds stock underlying. Not a fan of TSLP or any stock have purely call options and bonds.\n\n1. options value can disappear if price move really fast\n2. interest cut can push bonds down.", "reply_text": null, "parent_text": "Updated 5/19/2025 \n\nHi, I’m Alice, and welcome to my dividend journey! I’ll be sharing everything here, my positions, what I like, what I don’t, and updates on my progress. I get asked the same questions repeatedly, so if you don’t read this, I won’t be answering them https://t.co/hKHEhRBzYV", "quoted_text": null, "parent_author": "Alice_MiaX", "ret_m1d": -0.008153419964604725, "ret_signed_m1d": 0.008153419964604725, "alpha_spy_m1d": -0.00127105050778753, "alpha_c_m1d": -0.00127105050778753, "bench_spy_m1d": -0.009424470472392255, "bench_c_m1d": -0.009424470472392255, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03323749085748284, "ret_signed_p1d": 0.03323749085748284, "alpha_spy_p1d": 0.02469252397699606, "alpha_c_p1d": 0.02469252397699606, "bench_spy_p1d": -0.008544966880486782, "bench_c_p1d": -0.008544966880486782, "ret_p1w": 0.04796173974995921, "ret_signed_p1w": -0.04796173974995921, "alpha_spy_p1w": -0.04921567936429416, "alpha_c_p1w": -0.04921567936429416, "bench_spy_p1w": -0.0012539396143349535, "bench_c_p1w": -0.0012539396143349535, "ret_p1m": -0.04185875426808705, "ret_signed_p1m": 0.04185875426808705, "alpha_spy_p1m": 0.07719961993418312, "alpha_c_p1m": 0.07719961993418312, "bench_spy_p1m": 0.035340865666096066, "bench_c_p1m": 0.035340865666096066, "ret_p3m": 0.09945909931521135, "ret_signed_p3m": -0.09945909931521135, "alpha_spy_p3m": -0.005057061627393944, "alpha_c_p3m": -0.005057061627393944, "bench_spy_p3m": 0.09440203768781741, "bench_c_p3m": 0.09440203768781741, "ret_p6m": 0.29944645137696724, "ret_signed_p6m": -0.29944645137696724, "alpha_spy_p6m": -0.15960681803260757, "alpha_c_p6m": -0.15960681803260757, "bench_spy_p6m": 0.13983963334435967, "bench_c_p6m": 0.13983963334435967, "ret_p1y": 0.19814179523035347, "ret_signed_p1y": -0.19814179523035347, "alpha_spy_p1y": 0.06768138737108553, "alpha_c_p1y": 0.06768138737108553, "bench_spy_p1y": 0.265823182601439, "bench_c_p1y": 0.265823182601439, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04185875426808705, "alpha_spy_stated": 0.07719961993418312, "alpha_c_stated": 0.07719961993418312, "price_path": [-0.2475, -0.2475, -0.2108, -0.14, -0.1152, -0.152, -0.1444, -0.1697, -0.1825, -0.1533, -0.1159, -0.1551, -0.2376, -0.2622, -0.2931, -0.1642, -0.2016, -0.2011, -0.1943, -0.1925, -0.2212, -0.2202, -0.2202, -0.2658, -0.2376, -0.1865, -0.1684, -0.1059, -0.1036, -0.0918, -0.1059, -0.1082, -0.0921, -0.1055, -0.1173, -0.115, -0.0962, -0.0648, -0.0166, 0.0093, 0.0308, 0.0172, 0.0339, 0.0214, 0.0242, 0.0032, 0.0208, 0.0154, 0.0154, 0.0599, 0.0543, 0.0587, 0.0359, 0.0312, 0.0362, 0.0029, -0.1318, -0.1017, -0.071, -0.024, -0.0182, -0.0334, -0.0082, 0.0, -0.0332, -0.0171, -0.0171, -0.0153, 0.048, 0.0332, 0.0038, 0.0019, -0.0072, -0.0259, -0.0772, -0.0266, -0.0291, -0.0291, -0.0988, -0.0836, -0.0811, -0.0473, -0.035, -0.0291, -0.0419, -0.0153, -0.0134, -0.0021, -0.0031, 0.0043, 0.0038, -0.0753, -0.0412, -0.022, -0.0281, -0.032, -0.0522, -0.059, -0.0423, -0.0443, -0.0192, -0.0136, 0.0009, 0.0261, 0.0326, 0.0241, 0.0165, 0.0065, 0.0231, 0.0063, -0.0073, -0.0162, 0.0334, 0.0477, 0.0555, 0.0537, 0.0472, 0.0165, 0.0165, 0.01, 0.0192, 0.0326, 0.0701, 0.0608, 0.064, 0.0671, 0.0995, 0.1108, 0.1447, 0.1689, 0.1823, 0.1748, 0.1964, 0.2151, 0.2023, 0.244, 0.1941, 0.2496, 0.2578, 0.263, 0.282, 0.2589, 0.2497, 0.3031, 0.263, 0.2808, 0.2672, 0.2031, 0.2562, 0.2459, 0.2614, 0.2509, 0.283, 0.3016, 0.2887, 0.2819, 0.3129, 0.2721, 0.3144, 0.3323, 0.337, 0.3029, 0.3491, 0.3821, 0.3118, 0.3638, 0.3182, 0.2631, 0.3048, 0.2973, 0.2757, 0.1897, 0.1968, 0.2106, 0.1988, 0.2061, 0.1884, 0.1722, 0.2347, 0.2454, 0.2647, 0.2647, 0.277, 0.2802, 0.2759, 0.3066, 0.3186, 0.3224, 0.2836, 0.2994]}
{"unit_id": "quote:1886127456081359094", "ticker_idx": 0, "ts": "2025-02-02T19:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla is most American made car and may benefit from tariffs wars. Sounds good to me! $tsla", "tweet_type": "news_reaction", "timeline": "months", "summary": "Bullish TSLA as tariff beneficiary; endorses thesis that domestic content advantage could boost sales 50%.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Tesla is most American made car and may benefit from tariffs wars. Sounds good to me! $tsla", "reply_text": null, "parent_text": null, "quoted_text": "[3] Tesla's are 80-87% from US made parts. Tesla sales could increase by 50% starting in 2-3 months with the trade war and likely permanent 25% range tariffs on Mexico and Canada.\n\nThe Ford Mustang Mach-E (51.7K sold in 2024) is primarily manufactured at the Cuautitlán Stamping https://t.co/W2pjNkCl1b", "parent_author": null, "ret_m1d": 0.054524639874595326, "ret_signed_m1d": 0.054524639874595326, "alpha_spy_m1d": 0.047749493460376824, "alpha_c_m1d": 0.04112437333154828, "bench_spy_m1d": 0.0067751464142185025, "bench_c_m1d": 0.013400266543047046, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022232065633156273, "ret_signed_p1d": 0.022232065633156273, "alpha_spy_p1d": 0.015523800396943788, "alpha_c_p1d": 0.010446786366283822, "bench_spy_p1d": 0.006708265236212485, "bench_c_p1d": 0.01178527926687245, "ret_p1w": -0.08587881129704, "ret_signed_p1w": -0.08587881129704, "alpha_spy_p1w": -0.09772269941147582, "alpha_c_p1w": -0.07387533607968211, "bench_spy_p1w": 0.011843888114435819, "bench_c_p1w": -0.012003475217357895, "ret_p1m": -0.29097160722998094, "ret_signed_p1m": -0.29097160722998094, "alpha_spy_p1m": -0.2559916087524624, "alpha_c_p1m": -0.19991968488993295, "bench_spy_p1m": -0.03497999847751854, "bench_c_p1m": -0.091051922340048, "ret_p3m": -0.2688699062535743, "ret_signed_p3m": -0.2688699062535743, "alpha_spy_p3m": -0.20593586013027843, "alpha_c_p3m": -0.13703220330183163, "bench_spy_p3m": -0.0629340461232959, "bench_c_p3m": -0.13183770295174269, "ret_p6m": -0.16284398890078966, "ret_signed_p6m": -0.16284398890078966, "alpha_spy_p6m": -0.23190835964600687, "alpha_c_p6m": -0.1480782945921697, "bench_spy_p6m": 0.06906437074521721, "bench_c_p6m": -0.014765694308619959, "ret_p1y": 0.12447876010564718, "ret_signed_p1y": 0.12447876010564718, "alpha_spy_p1y": -0.03558067275234866, "alpha_c_p1y": 0.05551022396170713, "bench_spy_p1y": 0.16005943285799584, "bench_c_p1y": 0.06896853614394005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29097160722998094, "alpha_spy_stated": -0.2559916087524624, "alpha_c_stated": -0.19991968488993295, "price_path": [-0.248, -0.2262, -0.1628, -0.0878, -0.1438, -0.1393, -0.189, -0.1641, -0.1171, -0.0982, -0.1086, -0.1148, -0.0811, -0.1175, -0.1185, -0.1324, -0.1324, -0.1004, -0.0693, -0.0841, -0.0671, -0.037, 0.0144, 0.0159, 0.0451, 0.1071, 0.0897, 0.137, 0.2068, 0.2507, 0.1471, 0.1368, 0.0974, 0.1223, 0.2049, 0.2049, 0.1836, 0.1251, 0.0879, 0.0525, 0.0525, -0.0115, 0.0697, 0.0713, 0.0278, 0.0293, 0.0293, 0.0288, 0.0512, 0.033, 0.1161, 0.0786, 0.1116, 0.1116, 0.1053, 0.0819, 0.0748, 0.0597, 0.0351, 0.0376, 0.0141, 0.0433, 0.0545, 0.0, 0.0222, -0.0144, -0.0244, -0.0575, -0.0859, -0.1438, -0.1229, -0.0723, -0.0726, -0.0726, -0.0771, -0.0603, -0.0763, -0.1196, -0.1385, -0.2108, -0.2421, -0.2651, -0.2364, -0.2581, -0.291, -0.2726, -0.3134, -0.3154, -0.421, -0.399, -0.3534, -0.3727, -0.3485, -0.3797, -0.4128, -0.3853, -0.3842, -0.3518, -0.2744, -0.249, -0.2909, -0.2881, -0.3131, -0.3245, -0.3003, -0.263, -0.3034, -0.376, -0.392, -0.4218, -0.2906, -0.3422, -0.3424, -0.3423, -0.3377, -0.3704, -0.3709, -0.3709, -0.4071, -0.3798, -0.3465, -0.3236, -0.2573, -0.2549, -0.2389, -0.2646, -0.2689, -0.2514, -0.2695, -0.2823, -0.2801, -0.2577, -0.2226, -0.1702, -0.1293, -0.0938, -0.1065, -0.0878, -0.1084, -0.1039, -0.1279, -0.1111, -0.1156, -0.1156, -0.0542, -0.0698, -0.0658, -0.097, -0.1068, -0.1027, -0.1346, -0.258, -0.2308, -0.1957, -0.1501, -0.1492, -0.1683, -0.1521, -0.1422, -0.1755, -0.1606, -0.1606, -0.1603, -0.0912, -0.1126, -0.1463, -0.1509, -0.1565, -0.1721, -0.2162, -0.1773, -0.1781, -0.1781, -0.2339, -0.2238, -0.2288, -0.1924, -0.1829, -0.1741, -0.19, -0.1616, -0.1675, -0.1408, -0.1438, -0.1344, -0.1332, -0.2043, -0.1762, -0.1514, -0.1628]}
{"unit_id": "quote:1932529012284280936", "ticker_idx": 0, "ts": "2025-06-10T20:03:15+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I predict it will be a birthright & bragging right. $HOOD.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD on Robinhood's White House/birthright investing initiative being a lasting positive catalyst.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I predict it will be a birthright &amp; bragging right. $HOOD. https://t.co/xTNyFHEQNR", "reply_text": null, "parent_text": null, "quoted_text": "It was an honor to join the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump, @altcap and other leaders.\n\nThe American stock market is among the greatest wealth creation engines of our time. I’m excited for Robinhood to offer the over 3.5 million Americans born https://t.co/z4QewCi54i", "parent_author": null, "ret_m1d": -0.03165057697807705, "ret_signed_m1d": -0.03165057697807705, "alpha_spy_m1d": -0.03451060580067922, "alpha_c_m1d": -0.0328270183340571, "bench_spy_m1d": 0.0028600288226021675, "bench_c_m1d": 0.0011764413559800513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01388890162492451, "ret_signed_p1d": -0.01388890162492451, "alpha_spy_p1d": -0.017863073674987073, "alpha_c_p1d": -0.01388890162492451, "bench_spy_p1d": 0.003974172050062563, "bench_c_p1d": 0.0, "ret_p1w": 0.04634082996770861, "ret_signed_p1w": 0.04634082996770861, "alpha_spy_p1w": 0.05285946842601841, "alpha_c_p1w": 0.06163494869080133, "bench_spy_p1w": -0.0065186384583098, "bench_c_p1w": -0.01529411872309272, "ret_p1m": 0.31810898195161097, "ret_signed_p1m": 0.31810898195161097, "alpha_spy_p1m": 0.2743579926027173, "alpha_c_p1m": 0.28103755035319655, "bench_spy_p1m": 0.043750989348893654, "bench_c_p1m": 0.03707143159841442, "ret_p3m": 0.5662393573865083, "ret_signed_p3m": 0.5662393573865083, "alpha_spy_p3m": 0.48411212912578416, "alpha_c_p3m": 0.521297925644802, "bench_spy_p3m": 0.08212722826072416, "bench_c_p3m": 0.044941431741706284, "ret_p6m": 0.8306624847638806, "ret_signed_p6m": 0.8306624847638806, "alpha_spy_p6m": 0.686063161545424, "alpha_c_p6m": 0.7714242608389583, "bench_spy_p6m": 0.1445993232184566, "bench_c_p6m": 0.059238223924922284, "ret_p1y": 0.2593483775462264, "ret_signed_p1y": 0.2593483775462264, "alpha_spy_p1y": -0.01302068515106436, "alpha_c_p1y": 0.2323582899888068, "bench_spy_p1y": 0.2723690626972908, "bench_c_p1y": 0.026990087557419606, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31810898195161097, "alpha_spy_stated": 0.2743579926027173, "alpha_c_stated": 0.28103755035319655, "price_path": [-0.476, -0.4388, -0.4645, -0.4284, -0.4169, -0.4076, -0.3542, -0.357, -0.4026, -0.4125, -0.4402, -0.4442, -0.437, -0.43, -0.489, -0.5391, -0.5271, -0.5437, -0.4363, -0.459, -0.4167, -0.4105, -0.4113, -0.457, -0.4501, -0.4501, -0.4678, -0.4379, -0.4036, -0.357, -0.3396, -0.3466, -0.3407, -0.3442, -0.3774, -0.3511, -0.3583, -0.3498, -0.3324, -0.2779, -0.2702, -0.233, -0.1644, -0.1802, -0.1896, -0.1752, -0.1417, -0.1331, -0.1472, -0.135, -0.1564, -0.1564, -0.1183, -0.1301, -0.146, -0.1166, -0.0921, -0.0422, -0.0349, -0.0317, 0.0, -0.0198, -0.0317, 0.0, -0.0139, -0.0304, 0.025, 0.0009, 0.0463, 0.0463, 0.0483, 0.0196, 0.0952, 0.1051, 0.1287, 0.1088, 0.2504, 0.233, 0.3085, 0.2607, 0.2607, 0.2481, 0.2189, 0.2626, 0.3181, 0.3133, 0.3349, 0.3293, 0.3789, 0.4083, 0.4655, 0.3934, 0.3602, 0.3632, 0.3612, 0.4002, 0.4259, 0.3798, 0.4169, 0.3762, 0.3341, 0.4205, 0.4084, 0.4109, 0.4854, 0.5308, 0.5174, 0.5236, 0.4506, 0.4785, 0.5247, 0.5361, 0.4356, 0.4068, 0.4196, 0.4599, 0.4415, 0.453, 0.3745, 0.3847, 0.3893, 0.3893, 0.3467, 0.3464, 0.3743, 0.3522, 0.5662, 0.5825, 0.5686, 0.5725, 0.5362, 0.5335, 0.5676, 0.5844, 0.6147, 0.6664, 0.6679, 0.6854, 0.6934, 0.638, 0.6263, 0.8259, 0.9121, 0.8582, 0.9458, 0.9854, 0.9265, 0.9364, 1.0148, 1.0361, 0.8558, 0.8787, 0.8022, 0.7915, 0.7553, 0.7349, 0.8136, 0.7607, 0.699, 0.7939, 0.8669, 0.9479, 0.9531, 0.9338, 0.8439, 0.9602, 0.9642, 0.8269, 0.9028, 0.6971, 0.7409, 0.8146, 0.7619, 0.7759, 0.623, 0.636, 0.5487, 0.5264, 0.578, 0.4184, 0.433, 0.5354, 0.5434, 0.7121, 0.7121, 0.7159, 0.6458, 0.682, 0.7847, 0.8307]}
{"unit_id": "reply:1960717105143112064", "ticker_idx": 0, "ts": "2025-08-27T14:52:40+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA wants to go up at every open", "tweet_type": "prediction", "timeline": "days", "summary": "TSLA showing bullish open bias regardless of broader market direction.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ChrisDungeon I noticed for the past week of trading that regardless market is going up or down, $TSLA wants to go up at every open. 🚀", "reply_text": null, "parent_text": "26 days or less to $TSLA proxy materials 🔥🚀", "quoted_text": null, "parent_author": "ChrisDungeon", "ret_m1d": 0.005921073478488026, "ret_signed_m1d": 0.005921073478488026, "alpha_spy_m1d": 0.008194441904081362, "alpha_c_m1d": 0.006135073458489293, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.00021399998000126708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010354676927882056, "ret_signed_p1d": -0.010354676927882056, "alpha_spy_p1d": -0.013896001060726637, "alpha_c_p1d": -0.01206588734281977, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.0017112104149377139, "ret_p1w": -0.044365015717512724, "ret_signed_p1w": -0.044365015717512724, "alpha_spy_p1w": -0.039895677035720944, "alpha_c_p1w": -0.03234358493193479, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.012021430785577936, "ret_p1m": 0.21106981480736264, "ret_signed_p1m": 0.21106981480736264, "alpha_spy_p1m": 0.19058764425348196, "alpha_c_p1m": 0.19872057526053477, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.012349239546827873, "ret_p3m": 0.19502285894009197, "ret_signed_p3m": 0.19502285894009197, "alpha_spy_p3m": 0.15797852992591377, "alpha_c_p3m": 0.21571579521717388, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": -0.020692936277081908, "ret_p6m": 0.17766013806410497, "ret_signed_p6m": 0.17766013806410497, "alpha_spy_p6m": 0.11305471221384167, "alpha_c_p6m": 0.1793647041513512, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": -0.0017045660872462287, "ret_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": -0.044365015717512724, "alpha_spy_stated": -0.039895677035720944, "alpha_c_stated": -0.03234358493193479, "price_path": [-0.009, -0.0198, -0.0152, -0.0502, -0.1856, -0.1558, -0.1173, -0.0672, -0.0663, -0.0872, -0.0695, -0.0586, -0.0951, -0.0788, -0.0788, -0.0785, -0.0026, -0.0261, -0.0631, -0.0681, -0.0743, -0.0914, -0.1398, -0.0971, -0.098, -0.098, -0.1592, -0.1481, -0.1537, -0.1136, -0.1032, -0.0935, -0.111, -0.0799, -0.0864, -0.0571, -0.0604, -0.05, -0.0487, -0.1267, -0.0959, -0.0687, -0.0812, -0.0874, -0.1182, -0.1344, -0.1154, -0.1169, -0.0849, -0.0782, -0.0571, -0.0302, -0.0251, -0.0292, -0.0401, -0.0545, -0.0413, -0.058, -0.0735, -0.0844, -0.0274, -0.0086, 0.0059, 0.0, -0.0104, -0.045, -0.045, -0.0579, -0.0444, -0.0317, 0.0035, -0.0092, -0.0075, -0.0052, 0.0549, 0.1326, 0.1729, 0.206, 0.2181, 0.1924, 0.2187, 0.242, 0.2181, 0.2666, 0.2111, 0.2597, 0.2678, 0.2721, 0.3142, 0.2471, 0.2295, 0.2965, 0.2388, 0.2548, 0.2458, 0.1828, 0.2469, 0.2278, 0.2447, 0.2264, 0.2566, 0.2798, 0.266, 0.2556, 0.2843, 0.2406, 0.2941, 0.3174, 0.3201, 0.2589, 0.3059, 0.3397, 0.2708, 0.3217, 0.2755, 0.2286, 0.2735, 0.2575, 0.2317, 0.1499, 0.1566, 0.1697, 0.1477, 0.1556, 0.1305, 0.1187, 0.195, 0.1997, 0.2202, 0.2202, 0.2305, 0.2304, 0.2278, 0.2779, 0.3001, 0.3015, 0.2574, 0.2734, 0.2913, 0.2783, 0.3128, 0.3596, 0.4013, 0.3366, 0.3826, 0.3764, 0.398, 0.3889, 0.3884, 0.3884, 0.3592, 0.3148, 0.2999, 0.2864, 0.2864, 0.2531, 0.292, 0.2384, 0.234, 0.2466, 0.2729, 0.2842, 0.2792, 0.2563, 0.2545, 0.2514, 0.2514, 0.1992, 0.2341, 0.2854, 0.2845, 0.2449, 0.2326, 0.2342, 0.1915, 0.2311, 0.2066, 0.207, 0.1614, 0.1362, 0.1759, 0.1937, 0.2163, 0.225, 0.193, 0.1941, 0.1941, 0.1746, 0.1765, 0.1777]}
{"unit_id": "orig:1945564062743490893", "ticker_idx": 0, "ts": "2025-07-16T19:19:54+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let's go from $320 to $420 soon!", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long TSLA via LEAPS calls targeting a move from $320 to $420.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "My leverage on $TSLA leaps is insane. \n\n$10 increase in stock equals to $150K\n$100 increase in stock equals to $1.5M\n\nLet's go from $320 to $420  soon!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.033854615580709124, "ret_signed_m1d": -0.033854615580709124, "alpha_spy_m1d": -0.030522482098832793, "alpha_c_m1d": -0.03203213375998459, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0018224818207245308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007025863995037018, "ret_signed_p1d": -0.007025863995037018, "alpha_spy_p1d": -0.01314550187255159, "alpha_c_p1d": -0.010443183815197599, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.0034173198201605803, "ret_p1w": 0.03385452070839645, "ret_signed_p1w": 0.03385452070839645, "alpha_spy_p1w": 0.017850393825736166, "alpha_c_p1w": 0.0015950300139770945, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.03225949069441936, "ret_p1m": 0.04324298990852693, "ret_signed_p1m": 0.04324298990852693, "alpha_spy_p1m": 0.010033467668550289, "alpha_c_p1m": -0.00286809130783805, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.04611108121636498, "ret_p3m": 0.3551154154890246, "ret_signed_p3m": 0.3551154154890246, "alpha_spy_p3m": 0.28998088103221376, "alpha_c_p3m": 0.2876688743018183, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06744654118720628, "ret_p6m": 0.35480451892005327, "ret_signed_p6m": 0.35480451892005327, "alpha_spy_p6m": 0.24387447849847144, "alpha_c_p6m": 0.23045192701753114, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.12435259190252212, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04324298990852693, "alpha_spy_stated": 0.010033467668550289, "alpha_c_stated": -0.00286809130783805, "price_path": [-0.2496, -0.2928, -0.2602, -0.2205, -0.1932, -0.1142, -0.1113, -0.0921, -0.1228, -0.1279, -0.1071, -0.1287, -0.144, -0.1413, -0.1146, -0.0728, -0.0102, 0.0385, 0.0809, 0.0658, 0.088, 0.0635, 0.0689, 0.0403, 0.0602, 0.0549, 0.0549, 0.1281, 0.1095, 0.1143, 0.0771, 0.0653, 0.0703, 0.0323, -0.1149, -0.0825, -0.0407, 0.0137, 0.0148, -0.008, 0.0113, 0.0232, -0.0165, 0.0012, 0.0012, 0.0015, 0.084, 0.0584, 0.0183, 0.0128, 0.0061, -0.0125, -0.0652, -0.0187, -0.0196, -0.0196, -0.0862, -0.0742, -0.0802, -0.0367, -0.0254, -0.0148, -0.0339, 0.0, -0.007, 0.0248, 0.0212, 0.0325, 0.0339, -0.0509, -0.0174, 0.0122, -0.0015, -0.0082, -0.0417, -0.0592, -0.0386, -0.0403, -0.0055, 0.0019, 0.0248, 0.054, 0.0596, 0.0551, 0.0432, 0.0276, 0.0419, 0.0238, 0.0069, -0.0048, 0.057, 0.0775, 0.0933, 0.0868, 0.0756, 0.0379, 0.0379, 0.0239, 0.0386, 0.0524, 0.0907, 0.0769, 0.0787, 0.0812, 0.1465, 0.2309, 0.2747, 0.3107, 0.3239, 0.2959, 0.3246, 0.3499, 0.3239, 0.3765, 0.3162, 0.3691, 0.3778, 0.3825, 0.4284, 0.3554, 0.3362, 0.4091, 0.3464, 0.3638, 0.354, 0.2854, 0.3551, 0.3344, 0.3528, 0.3329, 0.3657, 0.391, 0.3759, 0.3647, 0.3958, 0.3483, 0.4065, 0.4317, 0.4347, 0.3682, 0.4193, 0.4561, 0.3811, 0.4365, 0.3862, 0.3353, 0.3841, 0.3667, 0.3386, 0.2497, 0.257, 0.2712, 0.2474, 0.2559, 0.2287, 0.2158, 0.2988, 0.3038, 0.3261, 0.3261, 0.3373, 0.3372, 0.3344, 0.3888, 0.413, 0.4145, 0.3666, 0.3839, 0.4035, 0.3893, 0.4268, 0.4776, 0.5229, 0.4526, 0.5027, 0.4959, 0.5194, 0.5095, 0.509, 0.509, 0.4773, 0.4289, 0.4127, 0.3981, 0.3981, 0.3619, 0.4041, 0.346, 0.3412, 0.3548]}
{"unit_id": "quote:1965164421023760757", "ticker_idx": 0, "ts": "2025-09-08T21:24:43+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Damn $iren, chill so i can finish loading 10,000 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively accumulating IREN shares toward a 10,000-share target; bullish position build in progress.", "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": "Damn $iren, chill so i can finish loading 10,000 shares. https://t.co/e5xZNEnNnN", "reply_text": null, "parent_text": null, "quoted_text": "Initiated $iren position with 1000 shares. Suboptimal timing, nfa. 10 csp likely will be assigned. https://t.co/gEg3nGSxNH", "parent_author": null, "ret_m1d": -0.13249420103479503, "ret_signed_m1d": -0.13249420103479503, "alpha_spy_m1d": -0.1301876488970567, "alpha_c_m1d": -0.12818222179841454, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.004311979236380492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11394503057980798, "ret_signed_p1d": 0.11394503057980798, "alpha_spy_p1d": 0.11105413039154133, "alpha_c_p1d": 0.1173196198679981, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": -0.003374589288190122, "ret_p1w": 0.20735343220083324, "ret_signed_p1w": 0.20735343220083324, "alpha_spy_p1w": 0.19248406122427553, "alpha_c_p1w": 0.20322897452997735, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": 0.004124457670855897, "ret_p1m": 0.9903941400994614, "ret_signed_p1m": 0.9903941400994614, "alpha_spy_p1m": 0.9524962558227701, "alpha_c_p1m": 0.9839046738074795, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.006489466291981882, "ret_p3m": 0.4809539017409057, "ret_signed_p3m": 0.4809539017409057, "alpha_spy_p3m": 0.4236583761123378, "alpha_c_p3m": 0.4712668368869861, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.00968706485391957, "ret_p6m": 0.4521364483956065, "ret_signed_p6m": 0.4521364483956065, "alpha_spy_p6m": 0.39258267091473686, "alpha_c_p6m": 0.4800682286020298, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": -0.027931780206423285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9903941400994614, "alpha_spy_stated": 0.9524962558227701, "alpha_c_stated": 0.9839046738074795, "price_path": [-0.6631, -0.6744, -0.6555, -0.6764, -0.6754, -0.6754, -0.6532, -0.6469, -0.6178, -0.6068, -0.5658, -0.5363, -0.5174, -0.4955, -0.4813, -0.4429, -0.4429, -0.4386, -0.4405, -0.4382, -0.4359, -0.4624, -0.4276, -0.4409, -0.4266, -0.4021, -0.4058, -0.3988, -0.3842, -0.371, -0.3991, -0.4131, -0.4508, -0.477, -0.4654, -0.4664, -0.4899, -0.4541, -0.4551, -0.3932, -0.3849, -0.3889, -0.4048, -0.4094, -0.4127, -0.368, -0.3478, -0.3142, -0.3796, -0.3455, -0.3511, -0.2902, -0.2342, -0.2385, -0.2595, -0.2368, -0.1229, -0.1229, -0.0358, -0.0656, -0.1345, -0.1338, -0.1325, 0.0, 0.1139, 0.0881, 0.1249, 0.2302, 0.2074, 0.2554, 0.203, 0.2799, 0.3879, 0.3836, 0.5614, 0.5333, 0.3866, 0.5214, 0.5545, 0.5595, 0.5575, 0.6714, 0.9129, 1.0431, 0.9904, 1.1149, 0.9798, 1.1245, 1.3041, 1.2517, 1.048, 1.0113, 0.9616, 0.8283, 0.7168, 0.8503, 1.0835, 1.1527, 1.0676, 1.0013, 0.9285, 1.0123, 1.2441, 1.207, 1.531, 1.218, 1.0662, 0.993, 0.9006, 0.845, 0.6115, 0.5359, 0.5704, 0.6181, 0.5181, 0.4399, 0.3998, 0.6062, 0.5724, 0.6048, 0.6048, 0.5836, 0.6062, 0.362, 0.4561, 0.5386, 0.481, 0.5349, 0.5515, 0.4548, 0.4554, 0.3292, 0.1752, 0.212, 0.1189, 0.1858, 0.3223, 0.3925, 0.3935, 0.3905, 0.3905, 0.3349, 0.3054, 0.2686, 0.2511, 0.2511, 0.4144, 0.5979, 0.5207, 0.445, 0.5131, 0.5247, 0.6671, 0.7552, 0.7516, 0.7188, 0.9152, 0.9152, 0.7973, 0.7714, 0.731, 0.8774, 0.7343, 0.9871, 1.0848, 0.9821, 0.7801, 0.7582, 0.8016, 0.4886, 0.318, 0.3856, 0.5287, 0.422, 0.4134, 0.3259, 0.3985, 0.3985, 0.3571, 0.3938, 0.4339, 0.3243, 0.4031, 0.5055, 0.4584, 0.4654, 0.3564, 0.371, 0.2868, 0.4521]}
{"unit_id": "reply:1955633281275445444", "ticker_idx": 0, "ts": "2025-08-13T14:11:22+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm staying in", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding TEM position rather than taking profits; ongoing long stance.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 Bro.. I'm staying in", "reply_text": null, "parent_text": "$71 my order for $tem is in, I will be back since I think this is amazing stock, but this run won’t last! \n\nI be back in 60s", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": -0.04724976368379574, "ret_signed_m1d": -0.04724976368379574, "alpha_spy_m1d": -0.04383830948469758, "alpha_c_m1d": -0.04383830948469758, "bench_spy_m1d": -0.003411454199098163, "bench_c_m1d": -0.003411454199098163, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028148774404503474, "ret_signed_p1d": 0.028148774404503474, "alpha_spy_p1d": 0.02805585653557441, "alpha_c_p1d": 0.02805585653557441, "bench_spy_p1d": 9.29178689290655e-05, "bench_c_p1d": 9.29178689290655e-05, "ret_p1w": 0.052419957918348636, "ret_signed_p1w": 0.052419957918348636, "alpha_spy_p1w": 0.0629335525872553, "alpha_c_p1w": 0.0629335525872553, "bench_spy_p1w": -0.010513594668906667, "bench_c_p1w": -0.010513594668906667, "ret_p1m": 0.2750251656076128, "ret_signed_p1m": 0.2750251656076128, "alpha_spy_p1m": 0.25526992715940433, "alpha_c_p1m": 0.25526992715940433, "bench_spy_p1m": 0.01975523844820848, "bench_c_p1m": 0.01975523844820848, "ret_p3m": 0.030877518464548892, "ret_signed_p3m": 0.030877518464548892, "alpha_spy_p3m": -0.028728289677372176, "alpha_c_p3m": -0.028728289677372176, "bench_spy_p3m": 0.05960580814192107, "bench_c_p3m": 0.05960580814192107, "ret_p6m": -0.2468763364178529, "ret_signed_p6m": -0.2468763364178529, "alpha_spy_p6m": -0.3036556614551803, "alpha_c_p6m": -0.3036556614551803, "bench_spy_p6m": 0.05677932503732741, "bench_c_p6m": 0.05677932503732741, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2750251656076128, "alpha_spy_stated": 0.25526992715940433, "alpha_c_stated": 0.25526992715940433, "price_path": [-0.0595, -0.0846, -0.1034, -0.165, -0.1491, -0.1015, -0.1015, -0.054, -0.236, -0.2183, -0.2075, -0.0885, -0.1102, -0.0984, -0.1575, -0.1086, -0.0386, -0.0036, 0.0165, 0.023, 0.0237, 0.034, 0.0069, -0.0076, -0.0076, -0.019, -0.0572, -0.0194, -0.0597, -0.0185, -0.0447, -0.0875, -0.1463, -0.1501, -0.1244, -0.1244, -0.1669, -0.1597, -0.1611, -0.144, -0.1831, -0.1696, -0.1973, -0.1387, -0.129, -0.1242, -0.1669, -0.1228, -0.0685, -0.0903, -0.0738, -0.1096, -0.1629, -0.1698, -0.1873, -0.2117, -0.1739, -0.1708, -0.2025, -0.1564, -0.1258, -0.1265, -0.0472, 0.0, 0.0281, 0.0596, 0.1267, 0.0495, 0.0524, 0.1017, 0.1564, 0.09, 0.0958, 0.0517, 0.0579, 0.0895, 0.0895, 0.1251, 0.0956, 0.1219, 0.1435, 0.1521, 0.1634, 0.1225, 0.275, 0.2406, 0.2226, 0.25, 0.2416, 0.2505, 0.2673, 0.2332, 0.2082, 0.1379, 0.1106, 0.1271, 0.1284, 0.1591, 0.2637, 0.2825, 0.3164, 0.3368, 0.3358, 0.4828, 0.4258, 0.3843, 0.3567, 0.2907, 0.32, 0.3072, 0.2607, 0.3277, 0.2796, 0.2246, 0.25, 0.2815, 0.3152, 0.2436, 0.2759, 0.239, 0.2904, 0.274, 0.2134, 0.1814, 0.0353, 0.0277, 0.0309, 0.0277, 0.0211, -0.0243, -0.0165, -0.0465, -0.0411, -0.0078, -0.0566, 0.0095, 0.0923, 0.1035, 0.1089, 0.1089, 0.1192, 0.0638, 0.0623, 0.0758, 0.0962, 0.101, 0.1064, 0.0898, 0.0781, 0.0607, 0.0141, -0.0138, -0.0218, -0.072, -0.1066, -0.0742, -0.0533, -0.0705, -0.0771, -0.0771, -0.0995, -0.1172, -0.1327, -0.1519, -0.1519, -0.1044, -0.0708, -0.0013, 0.002, -0.0182, -0.0483, -0.0053, -0.0356, -0.005, -0.0102, 0.0101, 0.0101, -0.0409, -0.0619, -0.0182, -0.0619, -0.0287, -0.0405, -0.0727, -0.0879, -0.1409, -0.1591, -0.1962, -0.2309, -0.2469]}
{"unit_id": "reply:1968332980289761519", "ticker_idx": 0, "ts": "2025-09-17T15:15:27+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm holding $rkt long term as there's a lot value creation via redfin", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long RKT long-term on value creation via Redfin; housing cycle expected to be favorable 1-2 years.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp @PropsNStocks @RKLBMan I'm holding $rkt long term as there's a lot value creation via redfin.  Short term, difficult to know.. I dont want to miss sitting out either.   Housing market is cyclical so should be good for 1-2 yrs", "reply_text": null, "parent_text": "@DeepValueBagger @PropsNStocks @RKLBMan Yeah, thanks. Whole Mortgage sector has been super hot lately on the heels of rates coming down. The question is how much is already priced in? Most of them have almost at least doubled since their lows. I have about 320k between $UWMC $RKT and $LDI", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.018430973178675814, "ret_signed_m1d": -0.018430973178675814, "alpha_spy_m1d": -0.019674975860284327, "alpha_c_m1d": -0.019674975860284327, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": 0.0012440026816085137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009452012243807983, "ret_signed_p1d": -0.0009452012243807983, "alpha_spy_p1d": -0.005617700760735089, "alpha_c_p1d": -0.005617700760735089, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.004672499536354291, "ret_p1w": -0.0741965834662438, "ret_signed_p1w": -0.0741965834662438, "alpha_spy_p1w": -0.07988971193358074, "alpha_c_p1w": -0.07988971193358074, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": 0.005693128467336939, "ret_p1m": -0.2178639245555274, "ret_signed_p1m": -0.2178639245555274, "alpha_spy_p1m": -0.22285753556071963, "alpha_c_p1m": -0.22285753556071963, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.0049936110051922444, "ret_p3m": -0.13988653619176028, "ret_signed_p3m": -0.13988653619176028, "alpha_spy_p3m": -0.17544172060195762, "alpha_c_p3m": -0.17544172060195762, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.03555518441019734, "ret_p6m": -0.31096408181263746, "ret_signed_p6m": -0.31096408181263746, "alpha_spy_p6m": -0.32719668784565725, "alpha_c_p6m": -0.32719668784565725, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.016232606033019792, "ret_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": [-0.3195, -0.3058, -0.2935, -0.3228, -0.3152, -0.328, -0.3299, -0.3157, -0.3114, -0.327, -0.327, -0.3615, -0.3507, -0.3407, -0.3483, -0.3535, -0.3407, -0.371, -0.3573, -0.3488, -0.3388, -0.2892, -0.2439, -0.2339, -0.2977, -0.2911, -0.2892, -0.2817, -0.3072, -0.302, -0.2183, -0.2023, -0.1479, -0.1437, -0.1706, -0.2056, -0.1914, -0.1366, -0.0728, -0.1153, -0.1243, -0.1574, -0.1285, -0.1607, -0.1692, -0.0922, -0.1148, -0.1049, -0.1456, -0.1545, -0.1602, -0.1602, -0.189, -0.155, -0.095, -0.0425, -0.0321, -0.0331, -0.0123, -0.0024, -0.0028, -0.0028, -0.0184, 0.0, -0.0009, -0.0307, -0.0633, -0.0728, -0.0742, -0.0997, -0.078, -0.0482, -0.0841, -0.0742, -0.1319, -0.1588, -0.1994, -0.2306, -0.2335, -0.2316, -0.2254, -0.2221, -0.2004, -0.2094, -0.2179, -0.2127, -0.1905, -0.1947, -0.1805, -0.1678, -0.1555, -0.1418, -0.1725, -0.2325, -0.2467, -0.2127, -0.2018, -0.2079, -0.2297, -0.2623, -0.2363, -0.1928, -0.1564, -0.1526, -0.1895, -0.1942, -0.224, -0.198, -0.207, -0.2358, -0.1758, -0.1437, -0.0709, -0.0671, -0.0671, -0.0558, -0.0402, -0.0666, -0.0685, -0.0836, -0.1007, -0.1111, -0.1026, -0.0907, -0.0851, -0.1158, -0.1399, -0.1389, -0.1418, -0.1186, -0.0983, -0.0912, -0.0983, -0.0808, -0.0808, -0.0827, -0.0846, -0.052, -0.0851, -0.0851, -0.0605, -0.0028, 0.0024, 0.0057, 0.0038, 0.1007, 0.0955, 0.0756, 0.0714, 0.1078, 0.0983, 0.0983, 0.0421, 0.0028, 0.0161, -0.0043, 0.0024, -0.0061, -0.0189, -0.0184, -0.1526, -0.1129, -0.0383, -0.0548, -0.0926, -0.1078, -0.0733, -0.043, -0.1215, -0.1612, -0.1172, -0.1172, -0.1319, -0.1281, -0.1328, -0.1503, -0.1923, -0.163, -0.181, -0.1602, -0.1404, -0.2065, -0.2235, -0.2141, -0.2599, -0.2935, -0.2632, -0.2675, -0.284, -0.311]}
{"unit_id": "quote:1958613344904253603", "ticker_idx": 0, "ts": "2025-08-21T19:33:05+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWV got $180 BUY upgrade. Noice!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses HC Wainwright Buy upgrade on CRWV with $180 PT vs $94.25 current price.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$CRWV got $180 BUY upgrade. Noice!", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $CRWV ANALYST UPGRADE 🚨\n\n🛎️HC Wainwright &amp; Co upgrade $CRWV to BUY &amp; slaps a $180 pt 👀\n\n$CRWV is currently trading for $94.25👀 https://t.co/k9ApAzRZBM", "parent_author": null, "ret_m1d": 0.008040485958561217, "ret_signed_m1d": 0.008040485958561217, "alpha_spy_m1d": 0.004012516706406233, "alpha_c_m1d": 0.004012516706406233, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.004027969252154984, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03524613851716474, "ret_signed_p1d": 0.03524613851716474, "alpha_spy_p1d": 0.01988930547606782, "alpha_c_p1d": 0.01988930547606782, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.015356833041096918, "ret_p1w": 0.13217314548950188, "ret_signed_p1w": 0.13217314548950188, "alpha_spy_p1w": 0.11113629612019071, "alpha_c_p1w": 0.11113629612019071, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.02103684936931116, "ret_p1m": 0.37526158554094047, "ret_signed_p1m": 0.37526158554094047, "alpha_spy_p1m": 0.328073959251195, "alpha_c_p1m": 0.328073959251195, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.04718762628974549, "ret_p3m": -0.17501926676300816, "ret_signed_p3m": -0.17501926676300816, "alpha_spy_p3m": -0.21649522236067464, "alpha_c_p3m": -0.21649522236067464, "bench_spy_p3m": 0.04147595559766648, "bench_c_p3m": 0.04147595559766648, "ret_p6m": 0.05782575115165711, "ret_signed_p6m": 0.05782575115165711, "alpha_spy_p6m": -0.021019637477512898, "alpha_c_p6m": -0.021019637477512898, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.07884538862917001, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37526158554094047, "alpha_spy_stated": 0.328073959251195, "alpha_c_stated": 0.328073959251195, "price_path": [0.1316, 0.3655, 0.2793, 0.1626, 0.226, 0.3239, 0.6575, 0.7965, 0.4875, 0.5438, 0.7854, 0.7061, 0.6489, 0.6408, 0.6212, 0.7458, 0.8937, 0.8725, 0.8725, 1.022, 0.913, 0.9013, 0.7568, 0.7412, 0.7622, 0.796, 0.7176, 0.6717, 0.8196, 0.8196, 0.759, 0.6681, 0.6858, 0.5232, 0.3861, 0.458, 0.5485, 0.5755, 0.4562, 0.355, 0.3758, 0.4293, 0.3884, 0.3217, 0.2735, 0.2147, 0.1977, 0.1333, 0.2571, 0.147, 0.1676, 0.2319, 0.2142, 0.3336, 0.4269, 0.5396, 0.6384, 0.2971, 0.096, 0.1011, 0.0662, 0.0231, 0.008, 0.0, 0.0352, 0.0175, 0.0066, 0.0676, 0.1322, 0.1349, 0.1349, 0.0281, -0.01, -0.0365, -0.0187, 0.0304, 0.1039, 0.2902, 0.2412, 0.2332, 0.3269, 0.308, 0.3312, 0.337, 0.3753, 0.4675, 0.4417, 0.4693, 0.3951, 0.3255, 0.3495, 0.5073, 0.5095, 0.52, 0.4846, 0.4743, 0.419, 0.5418, 0.5759, 0.5247, 0.5599, 0.4766, 0.5336, 0.5612, 0.5075, 0.3995, 0.3775, 0.3386, 0.3585, 0.46, 0.4986, 0.4847, 0.5412, 0.4436, 0.4727, 0.3913, 0.2749, 0.2603, 0.1778, 0.1456, 0.1632, -0.0264, -0.059, -0.1371, -0.1479, -0.1703, -0.175, -0.1748, -0.2377, -0.2108, -0.1893, -0.2148, -0.1817, -0.1817, -0.1946, -0.1512, -0.1626, -0.1259, -0.0555, -0.0274, -0.0501, -0.0014, -0.029, -0.0376, -0.1344, -0.2031, -0.2345, -0.289, -0.2545, -0.0858, -0.0656, -0.116, -0.1313, -0.1313, -0.1583, -0.1748, -0.186, -0.2113, -0.2113, -0.1263, -0.1534, -0.1415, -0.1499, -0.1509, -0.1173, -0.0095, -0.0365, -0.0109, 0.0465, 0.115, 0.115, 0.0488, 0.0359, 0.011, 0.0241, 0.0828, 0.199, 0.1677, 0.0963, 0.0264, -0.0204, -0.008, -0.0918, -0.1778, -0.0093, 0.0661, 0.0476, 0.048, 0.0541, 0.0578]}
{"unit_id": "reply:1970247529574080556", "ticker_idx": 0, "ts": "2025-09-22T22:03:11+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added 2000 shares. I dont announce on my feed.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated a 2000-share long position in 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": "reply_other", "lang": "en", "tweet_text": "@RKLBMan Added 2000 shares. I dont announce on my feed.", "reply_text": null, "parent_text": "Okokok.  You all fucking got me.\n\nAdded 300 shares initial position to $IREN today.    Still way more $NBIS and will keep it that way.\n\nThis is my $ASTS to my $RKLB.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.003112307079016885, "ret_signed_m1d": 0.003112307079016885, "alpha_spy_m1d": -0.0023608643316588296, "alpha_c_m1d": -0.0013520456483731014, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.004464352727389986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12856114132233998, "ret_signed_p1d": 0.12856114132233998, "alpha_spy_p1d": 0.1317428983455613, "alpha_c_p1d": 0.1313512360873086, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.002790094764968609, "ret_p1w": 0.12353363157440511, "ret_signed_p1w": 0.12353363157440511, "alpha_spy_p1w": 0.11905556536706063, "alpha_c_p1w": 0.12148740407024894, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.002046227504156173, "ret_p1m": 0.2408427403170208, "ret_signed_p1m": 0.2408427403170208, "alpha_spy_p1m": 0.23392200818534836, "alpha_c_p1m": 0.2655821982412613, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.024739457924240482, "ret_p3m": -0.04429021471256667, "ret_signed_p3m": -0.04429021471256667, "alpha_spy_p3m": -0.07352834309078837, "alpha_c_p3m": -0.06437958651784992, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.02008937180528325, "ret_p6m": 0.010533842994660647, "ret_signed_p6m": 0.010533842994660647, "alpha_spy_p6m": 0.010270962256033522, "alpha_c_p6m": 0.09644975748059392, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.08591591448593328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2408427403170208, "alpha_spy_stated": 0.23392200818534836, "alpha_c_stated": 0.2655821982412613, "price_path": [-0.6861, -0.6648, -0.6512, -0.6354, -0.6251, -0.5973, -0.5973, -0.5942, -0.5956, -0.594, -0.5923, -0.6114, -0.5863, -0.5959, -0.5856, -0.5679, -0.5705, -0.5655, -0.5549, -0.5454, -0.5657, -0.5758, -0.6031, -0.622, -0.6136, -0.6143, -0.6313, -0.6055, -0.6062, -0.5614, -0.5554, -0.5583, -0.5698, -0.5731, -0.5755, -0.5432, -0.5286, -0.5043, -0.5516, -0.5269, -0.531, -0.487, -0.4465, -0.4496, -0.4648, -0.4484, -0.3661, -0.3661, -0.3031, -0.3246, -0.3744, -0.374, -0.373, -0.2772, -0.1949, -0.2136, -0.187, -0.1108, -0.1274, -0.0927, -0.1305, -0.0749, 0.0031, 0.0, 0.1286, 0.1082, 0.0022, 0.0996, 0.1235, 0.1271, 0.1257, 0.208, 0.3826, 0.4767, 0.4386, 0.5286, 0.4309, 0.5356, 0.6653, 0.6275, 0.4802, 0.4537, 0.4178, 0.3214, 0.2408, 0.3373, 0.5059, 0.5559, 0.4944, 0.4465, 0.3938, 0.4544, 0.622, 0.5952, 0.8293, 0.6031, 0.4934, 0.4405, 0.3737, 0.3335, 0.1647, 0.1101, 0.135, 0.1695, 0.0972, 0.0407, 0.0117, 0.1609, 0.1365, 0.1599, 0.1599, 0.1446, 0.1609, -0.0156, 0.0524, 0.112, 0.0704, 0.1094, 0.1214, 0.0515, 0.052, -0.0393, -0.1506, -0.124, -0.1913, -0.1429, -0.0443, 0.0065, 0.0072, 0.005, 0.005, -0.0352, -0.0565, -0.0831, -0.0958, -0.0958, 0.0223, 0.1549, 0.0991, 0.0444, 0.0936, 0.102, 0.2049, 0.2686, 0.266, 0.2423, 0.3842, 0.3842, 0.299, 0.2803, 0.2511, 0.357, 0.2535, 0.4362, 0.5068, 0.4326, 0.2866, 0.2708, 0.3021, 0.0759, -0.0474, 0.0014, 0.1049, 0.0278, 0.0215, -0.0417, 0.0108, 0.0108, -0.0192, 0.0074, 0.0364, -0.0429, 0.0141, 0.0881, 0.0541, 0.0591, -0.0196, -0.0091, -0.0699, 0.0496, -0.0394, -0.1214, -0.0701, -0.0874, 0.005, -0.0096, -0.0045, 0.0759, 0.0285, 0.0105]}
{"unit_id": "reply:1966919452945162271", "ticker_idx": 0, "ts": "2025-09-13T17:38:35+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": "Good holding until btc hits $1m", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC to $1M and ETH to $18K targets.", "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": "@pepemoonboy Good holding until btc hits $1m, eth to $18k as they prophecize. 😁", "reply_text": null, "parent_text": "@DeepValueBagger Ya this is pretty much all I hold at this point man https://t.co/KX4dS7kPTl", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02014997146906694, "alpha_spy_stated": -0.02492518283620071, "alpha_c_stated": -0.02492518283620071, "price_path": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "reply:1966919452945162271", "ticker_idx": 1, "ts": "2025-09-13T17:38:35+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "eth to $18k as they prophecize", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC to $1M and ETH to $18K targets.", "resolved_tickers": ["ETH-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": "@pepemoonboy Good holding until btc hits $1m, eth to $18k as they prophecize. 😁", "reply_text": null, "parent_text": "@DeepValueBagger Ya this is pretty much all I hold at this point man https://t.co/KX4dS7kPTl", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": 0.041624312042980005, "ret_signed_m1d": 0.041624312042980005, "alpha_spy_m1d": 0.046920080367775396, "alpha_c_m1d": 0.046920080367775396, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005137349788500112, "ret_signed_p1d": -0.005137349788500112, "alpha_spy_p1d": -0.003760464963804555, "alpha_c_p1d": -0.003760464963804555, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.07156079736570065, "ret_signed_p1w": -0.07156079736570065, "alpha_spy_p1w": -0.08333052014834519, "alpha_c_p1w": -0.08333052014834519, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.08867332374925141, "ret_signed_p1m": -0.08867332374925141, "alpha_spy_p1m": -0.09344853511638518, "alpha_c_p1m": -0.09344853511638518, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.28491597604899965, "ret_signed_p3m": -0.28491597604899965, "alpha_spy_p3m": -0.330566160092729, "alpha_c_p3m": -0.330566160092729, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.549988658093343, "ret_signed_p6m": -0.549988658093343, "alpha_spy_p6m": -0.5804829313598813, "alpha_c_p6m": -0.5804829313598813, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08867332374925141, "alpha_spy_stated": -0.09344853511638518, "alpha_c_stated": -0.09344853511638518, "price_path": [-0.4424, -0.443, -0.4682, -0.465, -0.4592, -0.4656, -0.4663, -0.4646, -0.4507, -0.4685, -0.432, -0.4276, -0.4459, -0.4382, -0.4222, -0.3879, -0.3473, -0.3466, -0.3343, -0.3064, -0.2552, -0.232, -0.216, -0.1687, -0.1718, -0.1982, -0.1809, -0.1766, -0.1633, -0.162, -0.1587, -0.1834, -0.2294, -0.1785, -0.2021, -0.1862, -0.1353, -0.1142, -0.0662, 0.0142, 0.0507, 0.0047, -0.0192, -0.0473, -0.1001, -0.0425, -0.0671, 0.0673, -0.034, 0.0163, -0.0052, -0.0043, -0.0368, -0.0469, -0.0445, -0.0169, -0.0504, -0.0486, -0.0483, -0.0481, -0.0392, -0.0145, 0.0416, 0.0, -0.0051, 0.0146, 0.0139, -0.0123, -0.0716, -0.0798, -0.0825, -0.1455, -0.1084, -0.0684, -0.0841, -0.0388, -0.0086, -0.0026, 0.0356, -0.0167, 0.0002, -0.0348, -0.1511, -0.0622, -0.0887, -0.1191, -0.1396, -0.1534, -0.1206, -0.1436, -0.1588, -0.1482, -0.1308, -0.0898, -0.1203, -0.1377, -0.1596, -0.1502, -0.2042, -0.2727, -0.2434, -0.2683, -0.2411, -0.2117, -0.2455, -0.246, -0.2859, -0.3144, -0.3319, -0.3101, -0.3322, -0.3744, -0.389, -0.3477, -0.3466, -0.3311, -0.3341, -0.3301, -0.3814, -0.3377, -0.295, -0.3076, -0.3319, -0.3096, -0.2663, -0.2654, -0.2849, -0.3187, -0.3452, -0.3452, -0.3745, -0.3755, -0.3421, -0.3359, -0.3454, -0.3493, -0.3586, -0.3537, -0.3517, -0.3436, -0.3446, -0.3372, -0.3098, -0.2873, -0.2719, -0.3004, -0.3142, -0.3189, -0.3169, -0.2661, -0.2589, -0.2672, -0.272, -0.2961, -0.3515, -0.3419, -0.3484, -0.3476, -0.3535, -0.3324, -0.3358, -0.3774, -0.403, -0.4821, -0.5079, -0.5265, -0.5976, -0.5442, -0.5353, -0.5539, -0.5713, -0.5699, -0.5475, -0.5586, -0.5599, -0.5684, -0.5696, -0.565, -0.5901, -0.5907, -0.5461, -0.5523, -0.5735, -0.5522, -0.562, -0.5302, -0.5424, -0.5629, -0.5597, -0.55]}
{"unit_id": "reply:1946701749022052581", "ticker_idx": 0, "ts": "2025-07-19T22:40:39+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Switched all btc to eth. So hope im not wrong", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Moved entire BTC position into ETH; all-in long ETH.", "resolved_tickers": ["ETH-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": "@MikeQuinones_ Switched all btc to eth. So hope im not wrong", "reply_text": null, "parent_text": "@DeepValueBagger @DeepValueBagger…. My only wonder is if $ETH will catch up to $BTC and we are still reaaally early on $ETH. If so.. we should go all in on $ETH.", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.05695823271824574, "ret_signed_m1d": -0.05695823271824574, "alpha_spy_m1d": -0.05506567778184057, "alpha_c_m1d": -0.05506567778184057, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037800761075303946, "ret_signed_p1d": -0.0037800761075303946, "alpha_spy_p1d": -0.003923271546633078, "alpha_c_p1d": -0.003923271546633078, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.006391727310347539, "ret_signed_p1w": 0.006391727310347539, "alpha_spy_p1w": -0.006601958349851111, "alpha_c_p1w": -0.006601958349851111, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.08239760193616918, "ret_signed_p1m": 0.08239760193616918, "alpha_spy_p1m": 0.06483962299600776, "alpha_c_p1m": 0.06483962299600776, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.034910999963736034, "ret_signed_p3m": 0.034910999963736034, "alpha_spy_p3m": -0.018688358238035496, "alpha_c_p3m": -0.018688358238035496, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.1172554710356023, "ret_signed_p6m": -0.1172554710356023, "alpha_spy_p6m": -0.22696035298916895, "alpha_c_p6m": -0.22696035298916895, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08239760193616918, "alpha_spy_stated": 0.06483962299600776, "alpha_c_stated": 0.06483962299600776, "price_path": [-0.5227, -0.5297, -0.5253, -0.522, -0.5219, -0.5234, -0.5113, -0.5104, -0.5165, -0.5177, -0.5186, -0.4137, -0.3768, -0.3367, -0.2878, -0.3065, -0.3233, -0.3261, -0.328, -0.3293, -0.3218, -0.2921, -0.3287, -0.3187, -0.2924, -0.2873, -0.3005, -0.3277, -0.3072, -0.3109, -0.3068, -0.3579, -0.3418, -0.2875, -0.2524, -0.263, -0.2954, -0.3146, -0.3249, -0.3328, -0.3292, -0.3299, -0.3603, -0.3565, -0.3495, -0.3571, -0.358, -0.3559, -0.3393, -0.3607, -0.3167, -0.3115, -0.3334, -0.3243, -0.305, -0.2638, -0.2148, -0.214, -0.1993, -0.1657, -0.1041, -0.0762, -0.057, 0.0, -0.0038, -0.0355, -0.0147, -0.0096, 0.0064, 0.008, 0.0119, -0.0177, -0.0731, -0.0118, -0.0402, -0.0211, 0.0401, 0.0655, 0.1232, 0.2199, 0.2638, 0.2085, 0.1798, 0.1459, 0.0824, 0.1518, 0.1222, 0.2838, 0.162, 0.2224, 0.1966, 0.1976, 0.1586, 0.1464, 0.1493, 0.1826, 0.1423, 0.1444, 0.1447, 0.145, 0.1557, 0.1854, 0.2529, 0.2029, 0.1967, 0.2204, 0.2196, 0.188, 0.1168, 0.1069, 0.1037, 0.0279, 0.0724, 0.1206, 0.1017, 0.1562, 0.1925, 0.1997, 0.2456, 0.1828, 0.2031, 0.161, 0.0212, 0.1281, 0.0962, 0.0595, 0.0349, 0.0184, 0.0578, 0.0301, 0.0119, 0.0246, 0.0455, 0.0948, 0.0582, 0.0372, 0.0109, 0.0222, -0.0428, -0.1251, -0.0899, -0.1199, -0.0872, -0.0518, -0.0925, -0.0931, -0.141, -0.1753, -0.1963, -0.1702, -0.1967, -0.2475, -0.2651, -0.2154, -0.214, -0.1955, -0.199, -0.1943, -0.2559, -0.2034, -0.1519, -0.1672, -0.1964, -0.1696, -0.1175, -0.1164, -0.1399, -0.1805, -0.2124, -0.2124, -0.2476, -0.2488, -0.2087, -0.2012, -0.2126, -0.2173, -0.2285, -0.2226, -0.2202, -0.2104, -0.2116, -0.2027, -0.1698, -0.1428, -0.1242, -0.1585, -0.1751, -0.1808, -0.1783, -0.1173]}
{"unit_id": "reply:1946550416147190067", "ticker_idx": 0, "ts": "2025-07-19T12:39:19+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have 200 LEAPS on $INTC dec 2026.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds 200 LEAPS on INTC expiring Dec 2026; long with hope new CEO can attract talent after layoffs.", "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": "reply_other", "lang": "en", "tweet_text": "yes, the snowballing effect of getting talents when the stock goes up is real. \n\nMy hope is that the layoff is good to force the lazy, outdated workers out, and attract fresh talents. It's not easy to attract like $NVDA for sure, but I hope the new CEO can do it.\n\nI have 200 LEAPS on $INTC dec 2026.", "reply_text": null, "parent_text": "@DeepValueBagger $INTC can’t attract quality fresh meat , and if they work at $INTC , they will jump ship whenever they can.  Same for $QCOM \n\n $AVGO when I lived close to their San Jose campus, Bunch of old folks chilling during lunch time. \n\nMost of my EE friends, and their friends works and", "quoted_text": null, "parent_author": "ni5k0", "ret_m1d": -0.0068787551950854064, "ret_signed_m1d": -0.0068787551950854064, "alpha_spy_m1d": -0.00498620025868024, "alpha_c_m1d": -0.006190339307167503, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0006884158879179036, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0008598648996932523, "ret_signed_p1d": -0.0008598648996932523, "alpha_spy_p1d": -0.0010030603387959358, "alpha_c_p1d": 0.01683315050836731, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": -0.017693015408060564, "ret_p1w": -0.11092003002229034, "ret_signed_p1w": -0.11092003002229034, "alpha_spy_p1w": -0.12391371568248899, "alpha_c_p1w": -0.11401805958065347, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.0030980295583631356, "ret_p1m": 0.08813410218780104, "ret_signed_p1m": 0.08813410218780104, "alpha_spy_p1m": 0.07057612324763962, "alpha_c_p1m": 0.08689489036445575, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.0012392118233452987, "ret_p3m": 0.5838349006911803, "ret_signed_p3m": 0.5838349006911803, "alpha_spy_p3m": 0.5302355424894087, "alpha_c_p3m": 0.4021200823205393, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.18171481837064096, "ret_p6m": 1.0331040606271173, "ret_signed_p6m": 1.0331040606271173, "alpha_spy_p6m": 0.9233991786735507, "alpha_c_p6m": 0.6811771758106973, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.3519268848164201, "ret_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": [-0.1148, -0.0761, -0.138, -0.1182, -0.1255, -0.1359, -0.141, -0.1135, -0.1285, -0.1427, -0.1268, -0.0972, -0.0791, -0.0464, -0.0301, -0.0748, -0.0735, -0.0688, -0.0808, -0.0856, -0.1105, -0.1165, -0.138, -0.138, -0.1165, -0.1242, -0.1294, -0.1595, -0.1513, -0.1277, -0.1294, -0.1406, -0.1376, -0.1195, -0.0507, -0.1109, -0.1071, -0.1341, -0.1083, -0.1058, -0.0761, -0.0761, -0.0937, -0.089, -0.0305, -0.0456, -0.0327, -0.0245, -0.037, -0.0176, -0.0593, -0.0331, -0.0331, -0.0542, 0.0142, 0.0077, 0.0241, 0.0073, 0.0017, -0.0146, -0.0245, -0.0198, -0.0069, 0.0, -0.0009, 0.0099, -0.0271, -0.1101, -0.1109, -0.1225, -0.1255, -0.1488, -0.1698, -0.1617, -0.132, -0.1225, -0.15, -0.1423, -0.1122, -0.0623, -0.0447, 0.0258, 0.0559, 0.0172, 0.0881, 0.012, 0.0103, 0.0662, 0.0555, 0.0469, 0.0684, 0.0718, 0.0469, 0.0469, 0.0408, 0.0318, 0.058, 0.0529, 0.0525, 0.0507, 0.0649, 0.058, 0.0353, 0.0649, 0.0864, 0.0705, 0.3143, 0.2717, 0.2365, 0.2614, 0.3422, 0.4613, 0.5262, 0.4824, 0.4424, 0.5451, 0.6036, 0.5834, 0.5731, 0.598, 0.6092, 0.6251, 0.5636, 0.6002, 0.5318, 0.5972, 0.5838, 0.5911, 0.638, 0.6389, 0.5873, 0.6406, 0.6457, 0.6999, 0.7855, 0.7773, 0.7266, 0.7193, 0.6982, 0.592, 0.65, 0.601, 0.6393, 0.6531, 0.6285, 0.629, 0.5439, 0.5271, 0.4923, 0.4759, 0.5095, 0.4454, 0.4832, 0.5387, 0.5404, 0.5825, 0.5825, 0.7438, 0.7201, 0.8689, 0.8813, 0.7412, 0.7803, 0.7326, 0.7412, 0.7532, 0.6986, 0.6255, 0.6126, 0.604, 0.5499, 0.5598, 0.583, 0.5636, 0.5628, 0.5546, 0.5546, 0.5563, 0.577, 0.6036, 0.5864, 0.5864, 0.693, 0.6926, 0.7214, 0.8328, 0.7674, 0.9583, 0.8942, 1.0331]}
{"unit_id": "thread:1966998680713433584", "ticker_idx": 0, "ts": "2025-09-13T22:53:25+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 solution is $BTC. A lot of you guys think BTC is too expensive. If you read this book, you will buy at any price.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Strongly bullish BTC at any price; frames it as the solution to fiat inflation and monetary debasement.", "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": "I highly recommend a required reading: The Bitcoin Standard. It is a good educational history on money. It will blow you mind that inflation has long existed. It is actually the reason why we have so much war, and society unrest. Everyone wants to control the printing machine - Congress/Parliament via uncapped fiat spending, and a president that willing to spend it. That's how it has always been. The solution is $BTC.\n\n---\n\nA lot of you guys think BTC is too expensive. If you read this book, you will buy at any price.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02014997146906694, "alpha_spy_stated": -0.02492518283620071, "alpha_c_stated": -0.02492518283620071, "price_path": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "reply:1958939183411573002", "ticker_idx": 0, "ts": "2025-08-22T17:07:51+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holding $ETH and chilling", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing ETH long position.", "resolved_tickers": ["ETH-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": "@optionscjp Didn't see any of that.... Holding $ETH and chilling: https://t.co/375YWjyAJV", "reply_text": null, "parent_text": "lol at all the people who were Bearish Ethereum when it went down this week and we’re bragging about selling at 4300\n\n5k here we come? $ETH https://t.co/NMxaiMRj0B", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.1258734813183997, "ret_signed_m1d": -0.1258734813183997, "alpha_spy_m1d": -0.11074891373647722, "alpha_c_m1d": -0.11074891373647722, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.015124567581922488, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09487223437587489, "ret_signed_p1d": -0.09487223437587489, "alpha_spy_p1d": -0.09047111870998026, "alpha_c_p1d": -0.09047111870998026, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.004401115665894628, "ret_p1w": -0.09752883440890292, "ret_signed_p1w": -0.09752883440890292, "alpha_spy_p1w": -0.09712594230729032, "alpha_c_p1w": -0.09712594230729032, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": -0.00040289210161259525, "ret_p1m": -0.13008193760597953, "ret_signed_p1m": -0.13008193760597953, "alpha_spy_p1m": -0.1663105729923572, "alpha_c_p1m": -0.1663105729923572, "bench_spy_p1m": 0.03622863538637766, "bench_c_p1m": 0.03622863538637766, "ret_p3m": -0.37428013779634595, "ret_signed_p3m": -0.37428013779634595, "alpha_spy_p3m": -0.4039667732351292, "alpha_c_p3m": -0.4039667732351292, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": 0.02968663543878325, "ret_p6m": -0.5864679044189953, "ret_signed_p6m": -0.5864679044189953, "alpha_spy_p6m": -0.6489962230573978, "alpha_c_p6m": -0.6489962230573978, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": 0.06252831863840247, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13008193760597953, "alpha_spy_stated": -0.1663105729923572, "alpha_c_stated": -0.1663105729923572, "price_path": [-0.4488, -0.4448, -0.4551, -0.4763, -0.4604, -0.4632, -0.4601, -0.4999, -0.4873, -0.445, -0.4177, -0.4259, -0.4511, -0.4661, -0.4741, -0.4803, -0.4775, -0.4781, -0.5017, -0.4987, -0.4933, -0.4992, -0.4999, -0.4983, -0.4853, -0.502, -0.4678, -0.4637, -0.4808, -0.4736, -0.4586, -0.4265, -0.3884, -0.3878, -0.3763, -0.3501, -0.3022, -0.2804, -0.2654, -0.2211, -0.224, -0.2487, -0.2325, -0.2285, -0.2161, -0.2148, -0.2118, -0.2348, -0.278, -0.2302, -0.2524, -0.2375, -0.1898, -0.17, -0.1251, -0.0498, -0.0155, -0.0586, -0.081, -0.1074, -0.1569, -0.1028, -0.1259, 0.0, -0.0949, -0.0478, -0.0679, -0.0671, -0.0975, -0.107, -0.1047, -0.0789, -0.1102, -0.1085, -0.1083, -0.1081, -0.0998, -0.0766, -0.024, -0.063, -0.0678, -0.0494, -0.05, -0.0746, -0.1301, -0.1378, -0.1403, -0.1993, -0.1646, -0.1271, -0.1419, -0.0994, -0.0711, -0.0655, -0.0297, -0.0787, -0.0629, -0.0957, -0.2046, -0.1213, -0.1461, -0.1747, -0.1939, -0.2067, -0.1761, -0.1976, -0.2118, -0.2019, -0.1856, -0.1472, -0.1757, -0.1921, -0.2126, -0.2037, -0.2544, -0.3185, -0.2911, -0.3144, -0.289, -0.2614, -0.2931, -0.2936, -0.3309, -0.3576, -0.374, -0.3536, -0.3743, -0.4139, -0.4276, -0.3888, -0.3878, -0.3733, -0.376, -0.3724, -0.4204, -0.3795, -0.3394, -0.3513, -0.374, -0.3531, -0.3126, -0.3117, -0.33, -0.3616, -0.3865, -0.3865, -0.414, -0.4148, -0.3836, -0.3778, -0.3866, -0.3903, -0.399, -0.3944, -0.3926, -0.385, -0.3859, -0.379, -0.3533, -0.3323, -0.3178, -0.3445, -0.3575, -0.3619, -0.3599, -0.3124, -0.3056, -0.3134, -0.3179, -0.3404, -0.3924, -0.3834, -0.3895, -0.3887, -0.3943, -0.3745, -0.3777, -0.4167, -0.4407, -0.5148, -0.5389, -0.5563, -0.6229, -0.5729, -0.5646, -0.582, -0.5983, -0.597, -0.576, -0.5865]}
{"unit_id": "reply:1968781050231845282", "ticker_idx": 0, "ts": "2025-09-18T20:55:55+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tsla and crwv leaps", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds long-dated call options (leaps) on TSLA and CRWV.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@crypto_bully None of those.  Tsla and crwv leaps", "reply_text": null, "parent_text": "@DeepValueBagger What other leaps you got in there man? *insert Chappelle meme*\n\nI got some SOUN, RGTI and recently some FUBO yolo cause chart looks ready", "quoted_text": null, "parent_author": "crypto_bully", "ret_m1d": -0.021639639172459146, "ret_signed_m1d": -0.021639639172459146, "alpha_spy_m1d": -0.01671118072790745, "alpha_c_m1d": -0.01786980434878671, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.0037698348236724355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019104804353584193, "ret_signed_p1d": 0.019104804353584193, "alpha_spy_p1d": 0.01437384772433381, "alpha_c_p1d": 0.02236246451805346, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": -0.003257660164469267, "ret_p1w": 0.03363293901455311, "ret_signed_p1w": 0.03363293901455311, "alpha_spy_p1w": 0.036465560120487295, "alpha_c_p1w": 0.038841131006154495, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.005208191991601385, "ret_p1m": 0.05013257207590427, "ret_signed_p1m": 0.05013257207590427, "alpha_spy_p1m": 0.038681639361991094, "alpha_c_p1m": 0.06957520628445746, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": -0.01944263420855319, "ret_p3m": 0.09667425947225294, "ret_signed_p3m": 0.09667425947225294, "alpha_spy_p3m": 0.08507265049079771, "alpha_c_p3m": 0.09636300507115014, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.00031125440110280067, "ret_p6m": -0.07160797343430081, "ret_signed_p6m": -0.07160797343430081, "alpha_spy_p6m": -0.08261735514142299, "alpha_c_p6m": -0.004709044478149682, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": -0.06689892895615113, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05013257207590427, "alpha_spy_stated": 0.038681639361991094, "alpha_c_stated": 0.06957520628445746, "price_path": [-0.2009, -0.2312, -0.2354, -0.2404, -0.2544, -0.2942, -0.2592, -0.2599, -0.2599, -0.3101, -0.301, -0.3056, -0.2727, -0.2642, -0.2562, -0.2706, -0.245, -0.2503, -0.2263, -0.229, -0.2205, -0.2195, -0.2835, -0.2582, -0.2358, -0.2461, -0.2512, -0.2765, -0.2897, -0.2742, -0.2754, -0.2492, -0.2436, -0.2263, -0.2043, -0.2, -0.2035, -0.2124, -0.2242, -0.2134, -0.2271, -0.2398, -0.2487, -0.202, -0.1865, -0.1746, -0.1795, -0.188, -0.2164, -0.2164, -0.227, -0.2159, -0.2055, -0.1766, -0.187, -0.1857, -0.1837, -0.1344, -0.0707, -0.0376, -0.0104, -0.0005, -0.0216, 0.0, 0.0191, -0.0005, 0.0392, -0.0063, 0.0336, 0.0402, 0.0438, 0.0784, 0.0233, 0.0088, 0.0638, 0.0165, 0.0296, 0.0222, -0.0295, 0.0231, 0.0074, 0.0213, 0.0063, 0.0311, 0.0501, 0.0388, 0.0303, 0.0538, 0.018, 0.0618, 0.0809, 0.0832, 0.0329, 0.0716, 0.0993, 0.0427, 0.0845, 0.0466, 0.0081, 0.045, 0.0318, 0.0106, -0.0565, -0.051, -0.0403, -0.0583, -0.0518, -0.0724, -0.0821, -0.0195, -0.0157, 0.0012, 0.0012, 0.0096, 0.0096, 0.0074, 0.0485, 0.0668, 0.0679, 0.0317, 0.0448, 0.0596, 0.0489, 0.0772, 0.1156, 0.1498, 0.0967, 0.1345, 0.1294, 0.1471, 0.1396, 0.1392, 0.1392, 0.1153, 0.0788, 0.0666, 0.0555, 0.0555, 0.0282, 0.0601, 0.0162, 0.0125, 0.0228, 0.0445, 0.0537, 0.0496, 0.0308, 0.0293, 0.0268, 0.0268, -0.016, 0.0126, 0.0547, 0.054, 0.0214, 0.0113, 0.0127, -0.0223, 0.0102, -0.01, -0.0096, -0.0471, -0.0677, -0.0351, -0.0205, -0.002, 0.0052, -0.0211, -0.0203, -0.0203, -0.0362, -0.0346, -0.0337, -0.0334, -0.0616, -0.0392, -0.0203, -0.041, -0.0553, -0.0534, -0.079, -0.0472, -0.0482, -0.0689, -0.0643, -0.063, -0.0428, -0.0729, -0.0818, -0.0716]}
{"unit_id": "reply:1968781050231845282", "ticker_idx": 1, "ts": "2025-09-18T20:55:55+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tsla and crwv leaps", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds long-dated call options (leaps) on TSLA and CRWV.", "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": "@crypto_bully None of those.  Tsla and crwv leaps", "reply_text": null, "parent_text": "@DeepValueBagger What other leaps you got in there man? *insert Chappelle meme*\n\nI got some SOUN, RGTI and recently some FUBO yolo cause chart looks ready", "quoted_text": null, "parent_author": "crypto_bully", "ret_m1d": -0.027791135701912273, "ret_signed_m1d": -0.027791135701912273, "alpha_spy_m1d": -0.022862677257360575, "alpha_c_m1d": -0.022862677257360575, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.004928458444551698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06703503985481785, "ret_signed_p1d": 0.06703503985481785, "alpha_spy_p1d": 0.062304083225567464, "alpha_c_p1d": 0.062304083225567464, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": 0.004730956629250382, "ret_p1w": -0.036200578651016, "ret_signed_p1w": -0.036200578651016, "alpha_spy_p1w": -0.03336795754508182, "alpha_c_p1w": -0.03336795754508182, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.0028326211059341855, "ret_p1m": 0.01761970957462733, "ret_signed_p1m": 0.01761970957462733, "alpha_spy_p1m": 0.0061687768607141535, "alpha_c_p1m": 0.0061687768607141535, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": 0.011450932713913176, "ret_p3m": -0.48302096158722696, "ret_signed_p3m": -0.48302096158722696, "alpha_spy_p3m": -0.4946225705686822, "alpha_c_p3m": -0.4946225705686822, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.011601608981455236, "ret_p6m": -0.31234983028477326, "ret_signed_p6m": -0.31234983028477326, "alpha_spy_p6m": -0.32335921199189543, "alpha_c_p6m": -0.32335921199189543, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": 0.011009381707122179, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01761970957462733, "alpha_spy_stated": 0.0061687768607141535, "alpha_c_stated": 0.0061687768607141535, "price_path": [0.3825, 0.2774, 0.2661, 0.2814, 0.3059, 0.2489, 0.2155, 0.3231, 0.3231, 0.279, 0.213, 0.2258, 0.1076, 0.0078, 0.0602, 0.126, 0.1456, 0.0589, -0.0147, 0.0004, 0.0393, 0.0095, -0.0389, -0.074, -0.1168, -0.1291, -0.176, -0.0859, -0.1659, -0.151, -0.1043, -0.1171, -0.0303, 0.0376, 0.1195, 0.1913, -0.0569, -0.2031, -0.1993, -0.2247, -0.256, -0.267, -0.2729, -0.2472, -0.2601, -0.2681, -0.2237, -0.1768, -0.1748, -0.1748, -0.2524, -0.2802, -0.2994, -0.2865, -0.2508, -0.1973, -0.0618, -0.0975, -0.1033, -0.0352, -0.0489, -0.032, -0.0278, 0.0, 0.067, 0.0483, 0.0684, 0.0144, -0.0362, -0.0187, 0.096, 0.0976, 0.1052, 0.0795, 0.072, 0.0318, 0.1211, 0.1459, 0.1087, 0.1342, 0.0737, 0.1152, 0.1352, 0.0962, 0.0176, 0.0016, -0.0267, -0.0122, 0.0616, 0.0897, 0.0796, 0.1207, 0.0497, 0.0709, 0.0117, -0.073, -0.0836, -0.1436, -0.167, -0.1542, -0.2921, -0.3158, -0.3726, -0.3804, -0.3967, -0.4001, -0.4, -0.4457, -0.4262, -0.4105, -0.429, -0.405, -0.405, -0.4144, -0.3828, -0.3911, -0.3644, -0.3132, -0.2928, -0.3093, -0.2739, -0.2939, -0.3002, -0.3706, -0.4206, -0.4434, -0.483, -0.458, -0.3353, -0.3206, -0.3572, -0.3683, -0.3683, -0.388, -0.4, -0.4081, -0.4265, -0.4265, -0.3647, -0.3844, -0.3758, -0.3819, -0.3826, -0.3582, -0.2798, -0.2994, -0.2808, -0.2391, -0.1893, -0.1893, -0.2374, -0.2468, -0.2649, -0.2553, -0.2126, -0.1281, -0.1509, -0.2029, -0.2536, -0.2877, -0.2787, -0.3396, -0.4021, -0.2796, -0.2248, -0.2383, -0.2379, -0.2335, -0.2308, -0.2308, -0.2712, -0.2355, -0.222, -0.2852, -0.2725, -0.2047, -0.215, -0.2181, -0.3628, -0.3749, -0.4091, -0.3633, -0.4008, -0.4154, -0.4041, -0.4, -0.3436, -0.3604, -0.3504, -0.3123]}
{"unit_id": "reply:1949094926039298355", "ticker_idx": 0, "ts": "2025-07-26T13:10:17+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "just added more $ETH too", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to ETH position; ongoing long.", "resolved_tickers": ["ETH-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": "@TryHarderInvest just added more $ETH too. enjoy!", "reply_text": null, "parent_text": "Have a good weekend everyone from 🇲🇪 \nHolding all 3 trades in full size\n$HOOD $ETHA $AAPU\nadded to $ETHA on today’s morning dip https://t.co/O7aIGo7WtC", "quoted_text": null, "parent_author": "TryHarderInvest", "ret_m1d": -0.01588385859458885, "ret_signed_m1d": -0.01588385859458885, "alpha_spy_m1d": -0.016134990650811032, "alpha_c_m1d": -0.016134990650811032, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0015918602984175134, "ret_signed_p1d": 0.0015918602984175134, "alpha_spy_p1d": 0.004229521987689444, "alpha_c_p1d": 0.004229521987689444, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.0180702411660294, "ret_signed_p1w": -0.0180702411660294, "alpha_spy_p1w": -0.009011175429597729, "alpha_c_p1w": -0.009011175429597729, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.21465792955926322, "ret_signed_p1m": 0.21465792955926322, "alpha_spy_p1m": 0.20175253222562284, "alpha_c_p1m": 0.20175253222562284, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.01811272085570992, "ret_signed_p3m": 0.01811272085570992, "alpha_spy_p3m": -0.039478874281435594, "alpha_c_p3m": -0.039478874281435594, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.22490739556571349, "ret_signed_p6m": -0.22490739556571349, "alpha_spy_p6m": -0.29481385953238104, "alpha_c_p6m": -0.29481385953238104, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21465792955926322, "alpha_spy_stated": 0.20175253222562284, "alpha_c_stated": 0.20175253222562284, "price_path": [-0.5264, -0.5144, -0.5135, -0.5195, -0.5208, -0.5217, -0.4174, -0.3807, -0.3409, -0.2924, -0.3109, -0.3275, -0.3303, -0.3322, -0.3335, -0.3261, -0.2966, -0.3329, -0.323, -0.2969, -0.2918, -0.3049, -0.332, -0.3116, -0.3153, -0.3112, -0.362, -0.3459, -0.292, -0.2571, -0.2677, -0.2998, -0.3189, -0.3292, -0.3371, -0.3335, -0.3342, -0.3644, -0.3606, -0.3536, -0.3612, -0.3621, -0.36, -0.3435, -0.3648, -0.3211, -0.3159, -0.3377, -0.3286, -0.3094, -0.2684, -0.2198, -0.219, -0.2044, -0.171, -0.1098, -0.082, -0.0629, -0.0064, -0.0101, -0.0416, -0.021, -0.0159, 0.0, 0.0016, 0.0055, -0.024, -0.079, -0.0181, -0.0463, -0.0273, 0.0335, 0.0587, 0.1161, 0.2121, 0.2558, 0.2009, 0.1723, 0.1386, 0.0755, 0.1444, 0.1151, 0.2756, 0.1546, 0.2147, 0.189, 0.19, 0.1512, 0.1392, 0.142, 0.175, 0.135, 0.1372, 0.1375, 0.1377, 0.1483, 0.1779, 0.245, 0.1952, 0.1891, 0.2126, 0.2119, 0.1805, 0.1097, 0.0998, 0.0966, 0.0214, 0.0656, 0.1135, 0.0947, 0.1488, 0.185, 0.1921, 0.2377, 0.1752, 0.1954, 0.1536, 0.0147, 0.1209, 0.0892, 0.0528, 0.0283, 0.0119, 0.051, 0.0236, 0.0055, 0.0181, 0.0389, 0.0878, 0.0514, 0.0306, 0.0045, 0.0158, -0.0489, -0.1307, -0.0956, -0.1255, -0.093, -0.0578, -0.0983, -0.0988, -0.1465, -0.1805, -0.2014, -0.1754, -0.2018, -0.2523, -0.2698, -0.2204, -0.219, -0.2006, -0.2041, -0.1994, -0.2607, -0.2084, -0.1573, -0.1724, -0.2015, -0.1748, -0.1231, -0.122, -0.1453, -0.1857, -0.2174, -0.2174, -0.2524, -0.2536, -0.2137, -0.2063, -0.2176, -0.2223, -0.2334, -0.2275, -0.2252, -0.2155, -0.2166, -0.2078, -0.1751, -0.1482, -0.1298, -0.1639, -0.1803, -0.186, -0.1835, -0.1229, -0.1142, -0.1242, -0.1299, -0.1586, -0.2249]}
{"unit_id": "orig:1945297009901994250", "ticker_idx": 0, "ts": "2025-07-16T01:38:43+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Circle is generational company. Few understands it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRCL: views Circle as a generational company with underappreciated network effects in stablecoins.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "I get so tired debating thesis of $CRCL. As a product leader, I understand deeply both the industry in crypto as I have seen Circle & stablecoin industry grow, and I understand deeply the power of network effect Circle commands. Really want to write a deep DD to put this to rest. Circle is generational company. Few understands it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16239277707020128, "ret_signed_m1d": -0.16239277707020128, "alpha_spy_m1d": -0.15906064358832495, "alpha_c_m1d": -0.1554710082525128, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008061770614987473, "ret_signed_p1d": 0.008061770614987473, "alpha_spy_p1d": 0.0019421327374729014, "alpha_c_p1d": -0.0015517640834976643, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.13203256298912613, "ret_signed_p1w": -0.13203256298912613, "alpha_spy_p1w": -0.14803668987178642, "alpha_c_p1w": -0.15299003734867633, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": -0.4029588441270837, "ret_signed_p1m": -0.4029588441270837, "alpha_spy_p1m": -0.43616836636706036, "alpha_c_p1m": -0.4221859135240542, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": -0.41050599048157776, "ret_signed_p3m": -0.41050599048157776, "alpha_spy_p3m": -0.4756405249383886, "alpha_c_p3m": -0.4263366783406404, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": -0.6492710034911351, "ret_signed_p6m": -0.6492710034911351, "alpha_spy_p6m": -0.7602010439127169, "alpha_c_p6m": -0.7313713152872876, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4029588441270837, "alpha_spy_stated": -0.43616836636706036, "alpha_c_stated": -0.4221859135240542, "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, -0.6431, -0.5382, -0.5058, -0.5458, -0.4974, -0.5431, -0.4273, -0.3522, -0.3604, -0.1441, -0.1441, 0.0304, 0.1297, -0.0452, -0.1483, -0.0839, -0.2263, -0.2226, -0.1744, -0.2368, -0.1905, -0.1905, -0.1104, -0.1217, -0.1395, -0.1299, -0.1967, -0.1222, -0.1624, 0.0, 0.0081, -0.0404, -0.0733, -0.1496, -0.132, -0.172, -0.173, -0.2051, -0.2211, -0.1831, -0.213, -0.2792, -0.2932, -0.3399, -0.3066, -0.3442, -0.3181, -0.3089, -0.3001, -0.3432, -0.403, -0.3599, -0.3929, -0.4201, -0.409, -0.4348, -0.4209, -0.463, -0.4466, -0.4537, -0.4385, -0.434, -0.434, -0.4848, -0.492, -0.4962, -0.5087, -0.5178, -0.494, -0.5125, -0.4267, -0.4626, -0.4252, -0.4219, -0.4381, -0.3979, -0.3819, -0.4098, -0.4384, -0.4358, -0.4654, -0.4554, -0.4268, -0.4315, -0.4467, -0.358, -0.3749, -0.3632, -0.3623, -0.3548, -0.3547, -0.4299, -0.4105, -0.4234, -0.4233, -0.4491, -0.4576, -0.4391, -0.4432, -0.4649, -0.4431, -0.3909, -0.3855, -0.4163, -0.4351, -0.4738, -0.4555, -0.4946, -0.5229, -0.5153, -0.5711, -0.5577, -0.5536, -0.5785, -0.6299, -0.6469, -0.6488, -0.6716, -0.6715, -0.701, -0.713, -0.6941, -0.6881, -0.6994, -0.6885, -0.6885, -0.6572, -0.6744, -0.6679, -0.63, -0.625, -0.6328, -0.64, -0.6189, -0.6209, -0.6202, -0.6421, -0.6764, -0.6441, -0.6604, -0.6527, -0.6307, -0.6269, -0.6452, -0.6456, -0.6456, -0.6515, -0.6548, -0.6574, -0.6599, -0.6599, -0.6421, -0.6364, -0.6361, -0.6544, -0.6493]}
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{"unit_id": "thread:1940857511999164658", "ticker_idx": 0, "ts": "2025-07-03T19:37:44+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA   10,000 shares => currently 2,600 + leaps", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses ongoing positions in TSLA, RKLB, HOOD, and HIMS as part of a target portfolio build.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu\n\n---\n\nPortfolio table. https://t.co/Pdu0jZHYpe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0009512851979152082, "ret_signed_m1d": 0.0009512851979152082, "alpha_spy_m1d": 0.00877105470813655, "alpha_c_m1d": 0.006376002533834524, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.005424717335919316, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.01737755154673848, "ret_signed_p1w": -0.01737755154673848, "alpha_spy_p1w": -0.018145219227455378, "alpha_c_p1w": -0.01810078231115675, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.0007232307644182701, "ret_p1m": -0.0403361375440332, "ret_signed_p1m": -0.0403361375440332, "alpha_spy_p1m": -0.034547100201673286, "alpha_c_p1m": -0.01719073715683639, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": -0.023145400387196813, "ret_p3m": 0.4102425641771543, "ret_signed_p3m": 0.4102425641771543, "alpha_spy_p3m": 0.3419806342671181, "alpha_c_p3m": 0.3250174234968142, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.08522514068034015, "ret_p6m": 0.5068653662414142, "ret_signed_p6m": 0.5068653662414142, "alpha_spy_p6m": 0.39663849128045636, "alpha_c_p6m": 0.39925204861839925, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.10761331762301496, "ret_p1y": 0.28444579024364613, "ret_signed_p1y": 0.28444579024364613, "alpha_spy_p1y": 0.08087964376665258, "alpha_c_p1y": 0.2371781691403787, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.04726762110326743, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0403361375440332, "alpha_spy_stated": -0.034547100201673286, "alpha_c_stated": -0.01719073715683639, "price_path": [-0.2602, -0.2965, -0.1368, -0.1996, -0.1999, -0.1998, -0.1942, -0.234, -0.2346, -0.2346, -0.2786, -0.2454, -0.2049, -0.1771, -0.0964, -0.0935, -0.0739, -0.1052, -0.1104, -0.0892, -0.1113, -0.1268, -0.1241, -0.0968, -0.0542, 0.0096, 0.0594, 0.1025, 0.0871, 0.1098, 0.0848, 0.0903, 0.0611, 0.0815, 0.0761, 0.0761, 0.1508, 0.1318, 0.1366, 0.0987, 0.0867, 0.0917, 0.053, -0.0972, -0.0641, -0.0215, 0.0341, 0.0351, 0.0119, 0.0316, 0.0437, 0.0032, 0.0212, 0.0212, 0.0216, 0.1057, 0.0797, 0.0387, 0.0331, 0.0263, 0.0073, -0.0464, 0.001, 0.0, 0.0, -0.0679, -0.0556, -0.0617, -0.0174, -0.0058, 0.0049, -0.0145, 0.02, 0.0129, 0.0453, 0.0417, 0.0531, 0.0546, -0.0319, 0.0023, 0.0325, 0.0186, 0.0117, -0.0225, -0.0403, -0.0193, -0.021, 0.0145, 0.0219, 0.0453, 0.0751, 0.0808, 0.0762, 0.0642, 0.0482, 0.0628, 0.0443, 0.0271, 0.0151, 0.0782, 0.0991, 0.1152, 0.1086, 0.0971, 0.0587, 0.0587, 0.0444, 0.0594, 0.0735, 0.1125, 0.0985, 0.1003, 0.1029, 0.1695, 0.2556, 0.3003, 0.337, 0.3504, 0.3219, 0.3511, 0.3769, 0.3504, 0.4041, 0.3426, 0.3965, 0.4055, 0.4102, 0.457, 0.3826, 0.363, 0.4373, 0.3734, 0.3911, 0.3811, 0.3112, 0.3823, 0.3612, 0.3799, 0.3596, 0.3931, 0.4188, 0.4035, 0.392, 0.4238, 0.3754, 0.4347, 0.4604, 0.4635, 0.3956, 0.4478, 0.4852, 0.4088, 0.4653, 0.414, 0.362, 0.4119, 0.3941, 0.3655, 0.2747, 0.2822, 0.2967, 0.2724, 0.2811, 0.2533, 0.2402, 0.3248, 0.33, 0.3527, 0.3527, 0.3641, 0.364, 0.3612, 0.4166, 0.4414, 0.4428, 0.3939, 0.4117, 0.4316, 0.4171, 0.4554, 0.5072, 0.5534, 0.4817, 0.5328, 0.5259, 0.5498, 0.5397, 0.5392, 0.5392, 0.5069]}
{"unit_id": "thread:1940857511999164658", "ticker_idx": 1, "ts": "2025-07-03T19:37:44+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB   10,000 shares => currently 10,000", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses ongoing positions in TSLA, RKLB, HOOD, and HIMS as part of a target portfolio build.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu\n\n---\n\nPortfolio table. https://t.co/Pdu0jZHYpe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0005608653350883674, "ret_signed_m1d": 0.0005608653350883674, "alpha_spy_m1d": 0.008380634845309709, "alpha_c_m1d": 0.008993502604769499, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.008432637269681131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.09646659117859269, "ret_signed_p1w": 0.09646659117859269, "alpha_spy_p1w": 0.09569892349787579, "alpha_c_p1w": 0.08763241452981418, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.008834176648778502, "ret_p1m": 0.25659006071316437, "ret_signed_p1m": 0.25659006071316437, "alpha_spy_p1m": 0.2623790980555243, "alpha_c_p1m": 0.254448413921766, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": 0.0021416467913983883, "ret_p3m": 0.34352215514350304, "ret_signed_p3m": 0.34352215514350304, "alpha_spy_p3m": 0.2752602252334668, "alpha_c_p3m": 0.3070665790317242, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.036455576111778853, "ret_p6m": 0.9812114926580984, "ret_signed_p6m": 0.9812114926580984, "alpha_spy_p6m": 0.8709846176971405, "alpha_c_p6m": 0.9211112257306069, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.060100266927491486, "ret_p1y": 1.8123948778649677, "ret_signed_p1y": 1.8123948778649677, "alpha_spy_p1y": 1.608828731387974, "alpha_c_p1y": 1.5800098063584793, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.23238507150648835, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25659006071316437, "alpha_spy_stated": 0.2623790980555243, "alpha_c_stated": 0.254448413921766, "price_path": [-0.5087, -0.5182, -0.4226, -0.4495, -0.4495, -0.4635, -0.4091, -0.4398, -0.4464, -0.4464, -0.477, -0.4661, -0.431, -0.3864, -0.3724, -0.3643, -0.3718, -0.389, -0.3797, -0.3553, -0.3696, -0.3727, -0.3749, -0.3522, -0.4248, -0.4038, -0.3878, -0.3233, -0.2928, -0.283, -0.2765, -0.2709, -0.2942, -0.2759, -0.2872, -0.2872, -0.1935, -0.1887, -0.233, -0.2487, -0.2541, -0.2507, -0.2454, -0.2583, -0.189, -0.1688, -0.2381, -0.2328, -0.2597, -0.2874, -0.2555, -0.2591, -0.219, -0.219, -0.1576, -0.0808, -0.0617, -0.0928, 0.0135, -0.0079, 0.0031, -0.0373, 0.0006, 0.0, 0.0, 0.0903, 0.0864, 0.0976, 0.0965, 0.0945, 0.2117, 0.2507, 0.3374, 0.4394, 0.4411, 0.3233, 0.3146, 0.3783, 0.3497, 0.3301, 0.265, 0.228, 0.3023, 0.2877, 0.2566, 0.249, 0.2549, 0.2367, 0.2398, 0.2532, 0.2625, 0.2179, 0.2058, 0.2005, 0.2414, 0.2611, 0.1475, 0.1411, 0.1646, 0.2445, 0.3242, 0.3497, 0.297, 0.3435, 0.3629, 0.3629, 0.3828, 0.2207, 0.2056, 0.2855, 0.3385, 0.3188, 0.2947, 0.3581, 0.4958, 0.5154, 0.3249, 0.3483, 0.3231, 0.3402, 0.3968, 0.4837, 0.3654, 0.3076, 0.2973, 0.3183, 0.3435, 0.3452, 0.4714, 0.5749, 0.6405, 0.7249, 0.8315, 0.8626, 0.802, 0.8345, 0.9077, 0.9425, 0.8789, 0.8584, 0.8887, 0.834, 0.6984, 0.7827, 0.8104, 0.8402, 0.7877, 0.8553, 0.7084, 0.7661, 0.7201, 0.5864, 0.5822, 0.3912, 0.4481, 0.4554, 0.4369, 0.4013, 0.2689, 0.2771, 0.2145, 0.1997, 0.2232, 0.1071, 0.1301, 0.1904, 0.1946, 0.1758, 0.1758, 0.1817, 0.1321, 0.175, 0.2541, 0.3845, 0.3756, 0.4459, 0.4983, 0.613, 0.7815, 0.7243, 0.5538, 0.5561, 0.5132, 0.6803, 0.9776, 1.1747, 1.1643, 1.1643, 1.1643, 0.9812]}
{"unit_id": "thread:1940857511999164658", "ticker_idx": 2, "ts": "2025-07-03T19:37:44+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 10,000 shares => currently   9,200", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses ongoing positions in TSLA, RKLB, HOOD, and HIMS as part of a target portfolio build.", "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": "self_thread", "lang": "en", "tweet_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu\n\n---\n\nPortfolio table. https://t.co/Pdu0jZHYpe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03792374759732664, "ret_signed_m1d": 0.03792374759732664, "alpha_spy_m1d": 0.04574351710754798, "alpha_c_m1d": 0.04864007102710943, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.010716323429782793, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04555079822943098, "ret_signed_p1w": 0.04555079822943098, "alpha_spy_p1w": 0.04478313054871408, "alpha_c_p1w": 0.05457503225909455, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": -0.00902423402966357, "ret_p1m": 0.058262710922649896, "ret_signed_p1m": 0.058262710922649896, "alpha_spy_p1m": 0.06405174826500981, "alpha_c_p1m": 0.09191557455435895, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": -0.03365286363170905, "ret_p3m": 0.5167371860320336, "ret_signed_p3m": 0.5167371860320336, "alpha_spy_p3m": 0.44847525612199735, "alpha_c_p3m": 0.5006188200341086, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.016118365997924933, "ret_p6m": 0.2513770693216959, "ret_signed_p6m": 0.2513770693216959, "alpha_spy_p6m": 0.14115019436073806, "alpha_c_p6m": 0.1985827584360833, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.052794310885612594, "ret_p1y": 0.11980929423495001, "ret_signed_p1y": 0.11980929423495001, "alpha_spy_p1y": -0.08375685224204354, "alpha_c_p1y": 0.09455351438005621, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.0252557798548938, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.058262710922649896, "alpha_spy_stated": 0.06405174826500981, "alpha_c_stated": 0.09191557455435895, "price_path": [-0.6249, -0.638, -0.5529, -0.5709, -0.5373, -0.5324, -0.5331, -0.5693, -0.5638, -0.5638, -0.5779, -0.5541, -0.5269, -0.4899, -0.4762, -0.4817, -0.477, -0.4798, -0.5061, -0.4853, -0.491, -0.4842, -0.4704, -0.4272, -0.4211, -0.3916, -0.3372, -0.3497, -0.3572, -0.3458, -0.3192, -0.3124, -0.3235, -0.3139, -0.3308, -0.3308, -0.3006, -0.31, -0.3226, -0.2993, -0.2799, -0.2403, -0.2344, -0.2319, -0.2068, -0.2225, -0.2319, -0.2068, -0.2178, -0.2309, -0.187, -0.206, -0.17, -0.17, -0.1684, -0.1912, -0.1312, -0.1234, -0.1047, -0.1204, -0.0082, -0.0219, 0.0379, 0.0, 0.0, -0.01, -0.0332, 0.0015, 0.0456, 0.0417, 0.0589, 0.0544, 0.0937, 0.1171, 0.1625, 0.1053, 0.0789, 0.0814, 0.0798, 0.1107, 0.131, 0.0945, 0.1239, 0.0916, 0.0583, 0.1268, 0.1172, 0.1192, 0.1783, 0.2143, 0.2036, 0.2086, 0.1506, 0.1728, 0.2094, 0.2184, 0.1388, 0.1159, 0.1261, 0.1581, 0.1434, 0.1525, 0.0903, 0.0984, 0.102, 0.102, 0.0682, 0.068, 0.0901, 0.0726, 0.2424, 0.2553, 0.2443, 0.2474, 0.2185, 0.2164, 0.2434, 0.2568, 0.2808, 0.3218, 0.323, 0.3369, 0.3432, 0.2993, 0.29, 0.4483, 0.5167, 0.4739, 0.5434, 0.5749, 0.5282, 0.536, 0.5982, 0.615, 0.472, 0.4903, 0.4296, 0.4211, 0.3924, 0.3762, 0.4386, 0.3966, 0.3477, 0.423, 0.4808, 0.5451, 0.5493, 0.5339, 0.4626, 0.5549, 0.5581, 0.4492, 0.5093, 0.3462, 0.3809, 0.4394, 0.3976, 0.4087, 0.2874, 0.2977, 0.2285, 0.2108, 0.2517, 0.1251, 0.1367, 0.2179, 0.2243, 0.3581, 0.3581, 0.3611, 0.3055, 0.3342, 0.4157, 0.4521, 0.3978, 0.4452, 0.4376, 0.4371, 0.307, 0.2659, 0.221, 0.2648, 0.2267, 0.2411, 0.2855, 0.2963, 0.2737, 0.2758, 0.2758, 0.2514]}
{"unit_id": "thread:1940857511999164658", "ticker_idx": 3, "ts": "2025-07-03T19:37:44+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS   10,000 shares -> currently csp 20 (2000)", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses ongoing positions in TSLA, RKLB, HOOD, and HIMS as part of a target portfolio build.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu\n\n---\n\nPortfolio table. https://t.co/Pdu0jZHYpe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010837858747912654, "ret_signed_m1d": -0.010837858747912654, "alpha_spy_m1d": -0.0030180892376913127, "alpha_c_m1d": -0.0030180892376913127, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04772823962850348, "ret_signed_p1w": 0.04772823962850348, "alpha_spy_p1w": 0.04696057194778658, "alpha_c_p1w": 0.04696057194778658, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.0007676676807168992, "ret_p1m": 0.3036681916180177, "ret_signed_p1m": 0.3036681916180177, "alpha_spy_p1m": 0.30945722896037764, "alpha_c_p1m": 0.30945722896037764, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": -0.005789037342359915, "ret_p3m": 0.1821592697343204, "ret_signed_p3m": 0.1821592697343204, "alpha_spy_p3m": 0.11389733982428418, "alpha_c_p3m": 0.11389733982428418, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.06826192991003621, "ret_p6m": -0.2849103438800942, "ret_signed_p6m": -0.2849103438800942, "alpha_spy_p6m": -0.395137218841052, "alpha_c_p6m": -0.395137218841052, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.3009587070545424, "ret_signed_p1y": -0.3009587070545424, "alpha_spy_p1y": -0.504524853531536, "alpha_c_p1y": -0.504524853531536, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3036681916180177, "alpha_spy_stated": 0.30945722896037764, "alpha_c_stated": 0.30945722896037764, "price_path": [-0.4212, -0.456, -0.3854, -0.4412, -0.4325, -0.41, -0.386, -0.4383, -0.4325, -0.4325, -0.4614, -0.4717, -0.4433, -0.4135, -0.4145, -0.4064, -0.2697, -0.3101, -0.2464, -0.1492, -0.1271, 0.0311, 0.0911, 0.0713, 0.083, 0.1507, 0.3339, 0.2739, 0.2209, 0.3474, 0.2993, 0.2757, 0.2088, 0.1155, 0.1428, 0.1428, 0.1121, 0.1117, 0.0921, 0.1788, 0.1832, 0.1407, 0.1173, 0.0998, 0.174, 0.1851, 0.1515, 0.1997, 0.1911, 0.1563, 0.2459, 0.2347, 0.2728, 0.2728, 0.3385, -0.1251, -0.1048, -0.1369, -0.0354, 0.0298, 0.039, -0.0004, -0.0108, 0.0, 0.0, 0.0092, 0.0204, 0.0679, 0.0477, -0.0019, 0.0844, 0.0517, 0.0807, 0.0419, 0.05, -0.0079, 0.0423, 0.2093, 0.1947, 0.2015, 0.223, 0.2561, 0.3658, 0.3793, 0.3037, 0.3203, 0.1571, 0.0657, 0.064, 0.0825, 0.0417, -0.0004, 0.0073, -0.0177, -0.0409, -0.06, -0.1209, -0.0959, -0.0838, -0.0711, -0.104, -0.0548, -0.0827, -0.0805, -0.1173, -0.1173, -0.1344, -0.0734, 0.0027, 0.009, 0.0346, -0.004, -0.0042, 0.0788, 0.1567, 0.1246, 0.0607, 0.0494, 0.1713, 0.2051, 0.2026, 0.1672, 0.1098, 0.1436, 0.2172, 0.2322, 0.1822, 0.1736, 0.2061, 0.095, 0.1413, 0.2082, 0.2124, 0.214, 0.1244, 0.1407, 0.1259, 0.308, 0.2328, 0.0375, 0.0704, 0.0288, -0.0108, 0.0106, 0.0167, 0.0052, -0.0179, -0.0281, -0.0817, -0.0525, -0.0748, -0.1082, -0.0886, -0.1346, -0.1449, -0.1444, -0.1715, -0.1867, -0.2486, -0.2293, -0.2584, -0.2443, -0.2532, -0.2993, -0.2766, -0.2126, -0.227, -0.1997, -0.1997, -0.1713, -0.2182, -0.2432, -0.2274, -0.1659, -0.183, -0.1847, -0.1701, -0.2105, -0.2128, -0.2245, -0.2445, -0.2318, -0.2712, -0.2753, -0.2589, -0.2695, -0.2747, -0.2774, -0.2774, -0.2849]}
{"unit_id": "thread:1956173324368691699", "ticker_idx": 0, "ts": "2025-08-15T01:57:19+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The remaining 1200 shares I hold for long term. I truly believe the long term narrative for Circle", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Still holds 1200 CRCL shares long-term; bullish on Circle's long-term narrative despite pullback from $260 high.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "There's no better time to share you the thesis of $CRCL than tonight as the price is breaching $140 from its high of $260.  I truly believe the long term narrative for Circle and pleased to share with you.\n\nhttps://t.co/LpijcrF9WR\n\n---\n\nDisclosure: I didn't want share the thesis too early fearing people may buy on its high. I bought on IPO as much as $100 and $165, and have taken profit half of my position above $200, and taken a lot of premiums from covered calls and csp. The remaining 1200 shares I hold for long term.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06719817197124123, "ret_signed_m1d": -0.06719817197124123, "alpha_spy_m1d": -0.06954486396801263, "alpha_c_m1d": -0.07768235660058587, "bench_spy_m1d": 0.0023466919967713995, "bench_c_m1d": 0.01048418462934464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.051453791762196, "ret_signed_p1d": -0.051453791762196, "alpha_spy_p1d": -0.051236079205686624, "alpha_c_p1d": -0.05221631282549266, "bench_spy_p1d": -0.00021771255650937515, "bench_c_p1d": 0.0007625210632966617, "ret_p1w": -0.09527001034461291, "ret_signed_p1w": -0.09527001034461291, "alpha_spy_p1w": -0.0981762332024747, "alpha_c_p1w": -0.1164290467915099, "bench_spy_p1w": 0.0029062228578617955, "bench_c_p1w": 0.021159036446896984, "ret_p1m": -0.10190266658747282, "ret_signed_p1m": -0.10190266658747282, "alpha_spy_p1m": -0.12905353237372397, "alpha_c_p1m": -0.12515845134651837, "bench_spy_p1m": 0.027150865786251144, "bench_c_p1m": 0.02325578475904555, "ret_p3m": -0.42181424207539164, "ret_signed_p3m": -0.42181424207539164, "alpha_spy_p3m": -0.4868312677727624, "alpha_c_p3m": -0.4482471979315068, "bench_spy_p3m": 0.06501702569737078, "bench_c_p3m": 0.02643295585611516, "ret_p6m": -0.597346906833977, "ret_signed_p6m": -0.597346906833977, "alpha_spy_p6m": -0.6820324877025867, "alpha_c_p6m": -0.6325491502970719, "bench_spy_p6m": 0.08468558086860978, "bench_c_p6m": 0.03520224346309497, "ret_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, -0.4424, -0.2784, -0.2279, -0.2904, -0.2148, -0.2862, -0.1052, 0.0121, -0.0007, 0.3372, 0.3372, 0.6098, 0.765, 0.4917, 0.3307, 0.4313, 0.2088, 0.2146, 0.2899, 0.1923, 0.2647, 0.2647, 0.3899, 0.3722, 0.3445, 0.3594, 0.2551, 0.3714, 0.3087, 0.5624, 0.575, 0.4993, 0.4478, 0.3286, 0.3561, 0.2936, 0.2921, 0.2419, 0.2169, 0.2763, 0.2295, 0.1262, 0.1042, 0.0313, 0.0834, 0.0246, 0.0655, 0.0798, 0.0935, 0.0261, -0.0672, 0.0, -0.0515, -0.094, -0.0767, -0.117, -0.0953, -0.1609, -0.1354, -0.1465, -0.1227, -0.1158, -0.1158, -0.1951, -0.2064, -0.2129, -0.2325, -0.2465, -0.2095, -0.2383, -0.1042, -0.1604, -0.1019, -0.0968, -0.1221, -0.0592, -0.0343, -0.0779, -0.1225, -0.1185, -0.1648, -0.1492, -0.1045, -0.1118, -0.1355, 0.0031, -0.0233, -0.005, -0.0036, 0.008, 0.0082, -0.1093, -0.079, -0.0992, -0.099, -0.1394, -0.1526, -0.1236, -0.13, -0.1639, -0.13, -0.0483, -0.04, -0.0881, -0.1174, -0.1779, -0.1493, -0.2104, -0.2547, -0.2427, -0.33, -0.309, -0.3026, -0.3414, -0.4218, -0.4483, -0.4514, -0.4869, -0.4868, -0.5329, -0.5516, -0.5221, -0.5127, -0.5303, -0.5133, -0.5133, -0.4645, -0.4912, -0.4812, -0.4219, -0.414, -0.4264, -0.4375, -0.4045, -0.4077, -0.4066, -0.4408, -0.4944, -0.4439, -0.4694, -0.4574, -0.423, -0.4171, -0.4457, -0.4463, -0.4463, -0.4555, -0.4606, -0.4648, -0.4687, -0.4687, -0.4408, -0.4319, -0.4315, -0.4601, -0.452, -0.4446, -0.4446, -0.4408, -0.4319, -0.4868, -0.4733, -0.4733, -0.5129, -0.5133, -0.522, -0.5221, -0.525, -0.5313, -0.512, -0.5474, -0.5717, -0.6057, -0.6237, -0.6312, -0.6635, -0.6178, -0.5973]}
{"unit_id": "quote:1967578298277646638", "ticker_idx": 0, "ts": "2025-09-15T13:16:36+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Let's go from $320 to $420 soon!", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long TSLA via leveraged LEAPs targeting $420 from $320.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "It's a good day for me with + $30 $TSLA move \nWill share some juicy gains.", "reply_text": null, "parent_text": null, "quoted_text": "My leverage on $TSLA leaps is insane. \n\n$10 increase in stock equals to $150K\n$100 increase in stock equals to $1.5M\n\nLet's go from $320 to $420  soon!", "parent_author": null, "ret_m1d": -0.0343869032525661, "ret_signed_m1d": -0.0343869032525661, "alpha_spy_m1d": -0.029091134927770712, "alpha_c_m1d": -0.02578696275592074, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.008599940496645364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028241113869250656, "ret_signed_p1d": 0.028241113869250656, "alpha_spy_p1d": 0.029617998693946213, "alpha_c_p1d": 0.022092412596725897, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": 0.006148701272524759, "ret_p1w": 0.05894542582790008, "ret_signed_p1w": 0.05894542582790008, "alpha_spy_p1w": 0.047175703045255535, "alpha_c_p1w": 0.05934579894728198, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -0.0004003731193819027, "ret_p1m": 0.04682465439796135, "ret_signed_p1m": 0.04682465439796135, "alpha_spy_p1m": 0.04204944303082758, "alpha_c_p1m": 0.07148871183550054, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.02466405743753919, "ret_p3m": 0.08986929405811517, "ret_signed_p3m": 0.08986929405811517, "alpha_spy_p3m": 0.04421911001438583, "alpha_c_p3m": 0.08952060465559608, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.00034868940251908676, "ret_p6m": -0.02633893787309216, "ret_signed_p6m": -0.02633893787309216, "alpha_spy_p6m": -0.05683321113963047, "alpha_c_p6m": 0.019202849625824192, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.04554178749891635, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04682465439796135, "alpha_spy_stated": 0.04204944303082758, "alpha_c_stated": 0.07148871183550054, "price_path": [-0.2146, -0.2146, -0.2143, -0.1496, -0.1697, -0.2012, -0.2055, -0.2107, -0.2253, -0.2666, -0.2302, -0.2309, -0.2309, -0.2831, -0.2737, -0.2784, -0.2443, -0.2354, -0.2271, -0.2421, -0.2155, -0.221, -0.1961, -0.1989, -0.1901, -0.189, -0.2554, -0.2292, -0.206, -0.2167, -0.2219, -0.2482, -0.262, -0.2458, -0.2471, -0.2198, -0.2141, -0.1961, -0.1732, -0.1688, -0.1723, -0.1816, -0.1938, -0.1826, -0.1969, -0.2101, -0.2193, -0.1708, -0.1547, -0.1424, -0.1474, -0.1562, -0.1858, -0.1858, -0.1968, -0.1852, -0.1744, -0.1444, -0.1552, -0.1538, -0.1518, -0.1006, -0.0344, 0.0, 0.0282, 0.0386, 0.0166, 0.0391, 0.0589, 0.0386, 0.0799, 0.0326, 0.074, 0.0809, 0.0846, 0.1205, 0.0633, 0.0483, 0.1054, 0.0562, 0.0699, 0.0622, 0.0084, 0.0631, 0.0468, 0.0612, 0.0456, 0.0714, 0.0912, 0.0794, 0.0706, 0.095, 0.0578, 0.1034, 0.1232, 0.1255, 0.0733, 0.1135, 0.1423, 0.0835, 0.1269, 0.0875, 0.0475, 0.0858, 0.0721, 0.0501, -0.0196, -0.0139, -0.0027, -0.0214, -0.0148, -0.0361, -0.0462, 0.0189, 0.0228, 0.0403, 0.0403, 0.0491, 0.049, 0.0468, 0.0895, 0.1085, 0.1096, 0.072, 0.0857, 0.101, 0.0899, 0.1193, 0.1592, 0.1947, 0.1395, 0.1788, 0.1735, 0.1919, 0.1842, 0.1838, 0.1838, 0.1589, 0.121, 0.1083, 0.0968, 0.0968, 0.0684, 0.1015, 0.0559, 0.0521, 0.0628, 0.0853, 0.0949, 0.0906, 0.0711, 0.0696, 0.067, 0.067, 0.0225, 0.0522, 0.0959, 0.0952, 0.0614, 0.0509, 0.0522, 0.0159, 0.0497, 0.0287, 0.0291, -0.0098, -0.0313, 0.0026, 0.0178, 0.037, 0.0445, 0.0171, 0.018, 0.018, 0.0014, 0.0031, 0.0041, 0.0043, -0.0249, -0.0016, 0.0179, -0.0036, -0.0184, -0.0164, -0.0429, -0.01, -0.011, -0.0325, -0.0277, -0.0263]}
{"unit_id": "quote:1960492131363004769", "ticker_idx": 0, "ts": "2025-08-26T23:58:42+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great interview done by Amit with Tom Lee of Bitmine & Fundstrat. $BMNR $ETH", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish ETH/BMNR thesis from Tom Lee interview; also long SUI (25% of crypto portfolio) on institutional buying.", "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": "quote", "lang": "en", "tweet_text": "Great interview done by Amit with Tom Lee of Bitmine &amp; Fundstrat.  $BMNR $ETH\n\nHighly recommended! I also liked that he mentioned institutions are buying $SUI which is 25% of my crypto portfolio.", "reply_text": null, "parent_text": null, "quoted_text": "Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum &amp; Bitmine: \n\n- Why $ETH could be the biggest macro trade of the next decade \n\n- How $BMNR is growing the NAV &amp; ETH per share at an accelerated pace   \n\n- Ethereum end of https://t.co/yQWW4je5y4", "parent_author": null, "ret_m1d": 0.08516187382102802, "ret_signed_m1d": 0.08516187382102802, "alpha_spy_m1d": 0.08743524224662136, "alpha_c_m1d": 0.08720723068087544, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.0020453568598474137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009993413714478483, "ret_signed_p1d": -0.009993413714478483, "alpha_spy_p1d": -0.013534737847323064, "alpha_c_p1d": -0.011295037185422019, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.001301623470943536, "ret_p1w": -0.02541817110166711, "ret_signed_p1w": -0.02541817110166711, "alpha_spy_p1w": -0.02094883241987533, "alpha_c_p1w": -0.020211893314761253, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.005206277786905855, "ret_p1m": 0.07690642707895967, "ret_signed_p1m": 0.07690642707895967, "alpha_spy_p1m": 0.056424256525078986, "alpha_c_p1m": 0.07939766381070201, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": -0.002491236731742341, "ret_p3m": -0.3243536300629738, "ret_signed_p3m": -0.3243536300629738, "alpha_spy_p3m": -0.361397959077152, "alpha_c_p3m": -0.29238670844282066, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": -0.03196692162015313, "ret_p6m": -0.5662424059796343, "ret_signed_p6m": -0.5662424059796343, "alpha_spy_p6m": -0.6308478318298976, "alpha_c_p6m": -0.5425262068613527, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": -0.0237161991182816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07690642707895967, "alpha_spy_stated": 0.056424256525078986, "alpha_c_stated": 0.07939766381070201, "price_path": [null, null, null, null, -0.8316, -0.8361, -0.8503, -0.8534, -0.8631, -0.8781, -0.8922, -0.8968, -0.8953, -0.8979, -0.8979, -0.8998, -0.9044, -0.904, -0.9051, -0.904, -0.9073, -0.2635, -0.0007, 0.2709, 1.9329, 1.9329, 1.335, 1.4223, 0.4495, -0.0004, -0.1175, -0.1088, -0.1319, -0.0267, -0.0897, -0.0799, -0.1403, -0.1238, -0.1419, -0.093, -0.1353, -0.2372, -0.3048, -0.2527, -0.2474, -0.3118, -0.3237, -0.2766, -0.1642, -0.1032, 0.1173, 0.2813, 0.3565, 0.3389, 0.3133, 0.2559, 0.192, 0.0815, 0.131, 0.0369, 0.1621, 0.0776, 0.0852, 0.0, -0.01, -0.0524, -0.0524, -0.0769, -0.0254, -0.0834, -0.0867, -0.0487, -0.0311, -0.0093, 0.0382, 0.1968, 0.1538, 0.2151, 0.2398, 0.3026, 0.3315, 0.197, 0.1838, 0.128, 0.0769, 0.0971, 0.1562, 0.1282, 0.1375, 0.2275, 0.2307, 0.3735, 0.2861, 0.3035, 0.2839, 0.1399, 0.2351, 0.1497, 0.1688, 0.1097, 0.083, 0.1688, 0.1264, 0.0434, 0.0687, 0.0952, 0.1668, 0.1414, 0.081, -0.0322, 0.0135, -0.0689, -0.1427, -0.1002, -0.1881, -0.126, -0.106, -0.1399, -0.1186, -0.2055, -0.2527, -0.3276, -0.2987, -0.3661, -0.4347, -0.4352, -0.3244, -0.3719, -0.3104, -0.3104, -0.2805, -0.3713, -0.3068, -0.2687, -0.2109, -0.26, -0.2211, -0.1479, -0.1221, -0.166, -0.2424, -0.3274, -0.3179, -0.3628, -0.3822, -0.3185, -0.3244, -0.3528, -0.3622, -0.3622, -0.3848, -0.3798, -0.3976, -0.41, -0.41, -0.3222, -0.2753, -0.2974, -0.3402, -0.3202, -0.3468, -0.3235, -0.3215, -0.2903, -0.3292, -0.3229, -0.3229, -0.3863, -0.3622, -0.372, -0.3741, -0.3959, -0.3626, -0.3561, -0.4198, -0.4545, -0.5045, -0.5143, -0.5589, -0.6219, -0.5552, -0.5339, -0.5665, -0.5769, -0.571, -0.5445, -0.5445, -0.5621, -0.5693, -0.5662]}
{"unit_id": "quote:1960492131363004769", "ticker_idx": 1, "ts": "2025-08-26T23:58:42+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ETH could be the biggest macro trade of the next decade", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish ETH/BMNR thesis from Tom Lee interview; also long SUI (25% of crypto portfolio) on institutional buying.", "resolved_tickers": ["ETH-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": "Great interview done by Amit with Tom Lee of Bitmine &amp; Fundstrat.  $BMNR $ETH\n\nHighly recommended! I also liked that he mentioned institutions are buying $SUI which is 25% of my crypto portfolio.", "reply_text": null, "parent_text": null, "quoted_text": "Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum &amp; Bitmine: \n\n- Why $ETH could be the biggest macro trade of the next decade \n\n- How $BMNR is growing the NAV &amp; ETH per share at an accelerated pace   \n\n- Ethereum end of https://t.co/yQWW4je5y4", "parent_author": null, "ret_m1d": -0.04943866663185337, "ret_signed_m1d": -0.04943866663185337, "alpha_spy_m1d": -0.04716529820626003, "alpha_c_m1d": -0.04716529820626003, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.002273368425593336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021092323933093016, "ret_signed_p1d": -0.021092323933093016, "alpha_spy_p1d": -0.024633648065937597, "alpha_c_p1d": -0.024633648065937597, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.003541324132844581, "ret_p1w": -0.059790330253413515, "ret_signed_p1w": -0.059790330253413515, "alpha_spy_p1w": -0.055320991571621736, "alpha_c_p1w": -0.055320991571621736, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.004469338681791779, "ret_p1m": -0.09715566469398118, "ret_signed_p1m": -0.09715566469398118, "alpha_spy_p1m": -0.11763783524786187, "alpha_c_p1m": -0.11763783524786187, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.020482170553880685, "ret_p3m": -0.39881681323297746, "ret_signed_p3m": -0.39881681323297746, "alpha_spy_p3m": -0.43586114224715566, "alpha_c_p3m": -0.43586114224715566, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": 0.0370443290141782, "ret_p6m": -0.5752624215187238, "ret_signed_p6m": -0.5752624215187238, "alpha_spy_p6m": -0.639867847368987, "alpha_c_p6m": -0.639867847368987, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": 0.0646054258502633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09715566469398118, "alpha_spy_stated": -0.11763783524786187, "alpha_c_stated": -0.11763783524786187, "price_path": [-0.4277, -0.4501, -0.4333, -0.4363, -0.433, -0.4748, -0.4615, -0.4171, -0.3884, -0.3971, -0.4236, -0.4393, -0.4477, -0.4542, -0.4513, -0.4519, -0.4767, -0.4736, -0.4679, -0.4741, -0.4748, -0.4731, -0.4595, -0.4771, -0.4411, -0.4368, -0.4547, -0.4472, -0.4315, -0.3977, -0.3577, -0.357, -0.345, -0.3175, -0.2671, -0.2442, -0.2285, -0.182, -0.185, -0.211, -0.194, -0.1898, -0.1767, -0.1754, -0.1722, -0.1964, -0.2417, -0.1916, -0.2149, -0.1992, -0.1491, -0.1284, -0.0812, -0.0021, 0.0339, -0.0114, -0.0349, -0.0626, -0.1145, -0.0578, -0.082, 0.0502, -0.0494, 0.0, -0.0211, -0.0203, -0.0522, -0.0622, -0.0598, -0.0326, -0.0656, -0.0638, -0.0635, -0.0633, -0.0546, -0.0303, 0.025, -0.016, -0.0211, -0.0017, -0.0023, -0.0282, -0.0864, -0.0945, -0.0972, -0.1591, -0.1227, -0.0833, -0.0988, -0.0542, -0.0245, -0.0186, 0.019, -0.0324, -0.0158, -0.0503, -0.1646, -0.0772, -0.1033, -0.1332, -0.1534, -0.1669, -0.1347, -0.1573, -0.1722, -0.1618, -0.1447, -0.1044, -0.1344, -0.1515, -0.173, -0.1638, -0.217, -0.2843, -0.2555, -0.28, -0.2533, -0.2243, -0.2576, -0.2581, -0.2973, -0.3253, -0.3426, -0.3212, -0.3429, -0.3845, -0.3988, -0.3582, -0.357, -0.3418, -0.3447, -0.3409, -0.3913, -0.3483, -0.3062, -0.3187, -0.3426, -0.3207, -0.2781, -0.2772, -0.2964, -0.3296, -0.3557, -0.3557, -0.3845, -0.3855, -0.3527, -0.3466, -0.3558, -0.3597, -0.3688, -0.364, -0.3621, -0.3541, -0.3551, -0.3478, -0.3208, -0.2987, -0.2836, -0.3116, -0.3252, -0.3298, -0.3278, -0.2779, -0.2708, -0.279, -0.2837, -0.3073, -0.3619, -0.3525, -0.3588, -0.358, -0.3639, -0.3431, -0.3465, -0.3874, -0.4126, -0.4904, -0.5158, -0.5341, -0.604, -0.5515, -0.5427, -0.561, -0.5782, -0.5768, -0.5547, -0.5657, -0.567, -0.5753]}
{"unit_id": "reply:1964466716291060109", "ticker_idx": 0, "ts": "2025-09-06T23:12:17+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 is better investment than $asts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "RKLB is a better investment than ASTS; implicitly bullish RKLB and relatively bearish ASTS.", "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": "reply_other", "lang": "en", "tweet_text": "@YodaStockInvest $rklb is better investment than $asts (queue the mob)", "reply_text": null, "parent_text": "What is your most controversial investing opinion?", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.03959772486433766, "ret_signed_m1d": -0.03959772486433766, "alpha_spy_m1d": -0.03714716711396959, "alpha_c_m1d": -0.03734995825035392, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.002247766613983737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014665844744457202, "ret_signed_p1d": -0.014665844744457202, "alpha_spy_p1d": -0.016977729364608285, "alpha_c_p1d": -0.007922953587344739, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": -0.006742891157112463, "ret_p1w": 0.13220199945125266, "ret_signed_p1w": 0.13220199945125266, "alpha_spy_p1w": 0.11358384770917862, "alpha_c_p1w": 0.12552521306683317, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.006676786384419486, "ret_p1m": 0.28870728915685273, "ret_signed_p1m": 0.28870728915685273, "alpha_spy_p1m": 0.25457648387209386, "alpha_c_p1m": 0.26479462837640577, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.02391266078044696, "ret_p3m": 0.03435992887863315, "ret_signed_p3m": 0.03435992887863315, "alpha_spy_p3m": -0.02337089364039935, "alpha_c_p3m": 0.005402462446728595, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.028957466431904555, "ret_p6m": 0.46930647236566303, "ret_signed_p6m": 0.46930647236566303, "alpha_spy_p6m": 0.4147434463315425, "alpha_c_p6m": 0.3007457387845509, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": 0.16856073358111212, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28870728915685273, "alpha_spy_stated": 0.25457648387209386, "alpha_c_stated": 0.26479462837640577, "price_path": [-0.4268, -0.4469, -0.4676, -0.4437, -0.4465, -0.4165, -0.4165, -0.3706, -0.3132, -0.299, -0.3222, -0.2428, -0.2587, -0.2506, -0.2807, -0.2525, -0.2529, -0.2529, -0.1854, -0.1884, -0.18, -0.1808, -0.1823, -0.0947, -0.0656, -0.0008, 0.0754, 0.0767, -0.0113, -0.0178, 0.0298, 0.0084, -0.0063, -0.0549, -0.0825, -0.027, -0.0379, -0.0612, -0.0668, -0.0624, -0.0761, -0.0737, -0.0637, -0.0568, -0.0901, -0.0991, -0.1031, -0.0725, -0.0578, -0.1427, -0.1475, -0.1299, -0.0702, -0.0107, 0.0084, -0.031, 0.0038, 0.0182, 0.0182, 0.0331, -0.088, -0.0993, -0.0396, 0.0, -0.0147, -0.0327, 0.0147, 0.1175, 0.1322, -0.0102, 0.0073, -0.0115, 0.0013, 0.0436, 0.1085, 0.0201, -0.023, -0.0308, -0.0151, 0.0038, 0.005, 0.0993, 0.1766, 0.2256, 0.2887, 0.3683, 0.3916, 0.3463, 0.3706, 0.4253, 0.4513, 0.4037, 0.3884, 0.4111, 0.3702, 0.2689, 0.3319, 0.3526, 0.3748, 0.3356, 0.3861, 0.2763, 0.3195, 0.2851, 0.1852, 0.1821, 0.0394, 0.0819, 0.0874, 0.0735, 0.0469, -0.052, -0.0459, -0.0926, -0.1037, -0.0861, -0.1728, -0.1557, -0.1106, -0.1075, -0.1215, -0.1215, -0.1171, -0.1542, -0.1221, -0.0631, 0.0344, 0.0278, 0.0802, 0.1194, 0.2051, 0.331, 0.2883, 0.1609, 0.1626, 0.1305, 0.2554, 0.4775, 0.6248, 0.617, 0.617, 0.617, 0.4802, 0.4691, 0.476, 0.4616, 0.4616, 0.5921, 0.6371, 0.8024, 0.7616, 0.7406, 0.7777, 0.8416, 0.814, 0.9233, 0.9015, 1.0176, 1.0176, 0.868, 0.8399, 0.8433, 0.8626, 0.6862, 0.8228, 0.8556, 0.7951, 0.6776, 0.5535, 0.7027, 0.5317, 0.3895, 0.5152, 0.5889, 0.5091, 0.4586, 0.383, 0.4129, 0.4129, 0.4643, 0.5592, 0.6044, 0.4846, 0.471, 0.466, 0.4708, 0.5221, 0.4477, 0.4869, 0.4693]}
{"unit_id": "reply:1968762358089592896", "ticker_idx": 0, "ts": "2025-09-18T19:41:38+00:00", "symbol": "WPAY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added $wpay last week", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds a long position in WPAY, endorsing Roundhill ETF for minimal NAV decay.", "resolved_tickers": ["WPAY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@paradisemint @YieldMaxETFs Again I love roundhill. Very little to zero decay. Added $wpay last week.", "reply_text": null, "parent_text": "One trade today. \n\nEnded one of my positions in $YMAX today and moved that money over to $WPAY. \n\nJust tired of the NAV erosion on @YieldMaxETFs funds. \n\nI still have one position left in $YMAX but will most likely close that position very soon. https://t.co/8C8WV3BWRO", "quoted_text": null, "parent_author": "paradisemint", "ret_m1d": -0.013655488761118662, "ret_signed_m1d": -0.013655488761118662, "alpha_spy_m1d": -0.009004719939925021, "alpha_c_m1d": -0.009004719939925021, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.0046507688211936404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011626120805875884, "ret_signed_p1d": 0.011626120805875884, "alpha_spy_p1d": 0.006673252354982617, "alpha_c_p1d": 0.006673252354982617, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": 0.004952868450893266, "ret_p1w": -0.020333839211167937, "ret_signed_p1w": -0.020333839211167937, "alpha_spy_p1w": -0.016731659881957683, "alpha_c_p1w": -0.016731659881957683, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.0036021793292102533, "ret_p1m": 0.026818419307800045, "ret_signed_p1m": 0.026818419307800045, "alpha_spy_p1m": 0.020820781872269878, "alpha_c_p1m": 0.020820781872269878, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.005997637435530168, "ret_p3m": -0.06276763902571059, "ret_signed_p3m": -0.06276763902571059, "alpha_spy_p3m": -0.09069042265854521, "alpha_c_p3m": -0.09069042265854521, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": 0.027922783632834625, "ret_p6m": -0.17493371648325085, "ret_signed_p6m": -0.17493371648325085, "alpha_spy_p6m": -0.1807147963804029, "alpha_c_p6m": -0.1807147963804029, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": 0.005781079897152042, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.026818419307800045, "alpha_spy_stated": 0.020820781872269878, "alpha_c_stated": 0.020820781872269878, "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, null, null, null, null, null, null, null, null, null, null, null, null, -0.078, -0.063, -0.0665, -0.0525, -0.0409, -0.0364, -0.0347, -0.0235, -0.0098, -0.0059, -0.0137, 0.0, 0.0116, 0.0103, -0.0006, -0.0025, -0.0203, -0.0142, 0.0061, 0.0122, 0.0188, 0.0344, 0.0247, 0.0548, 0.0472, 0.0746, 0.0739, 0.0125, 0.0382, 0.0225, 0.0325, 0.0188, 0.0268, 0.0504, 0.0438, 0.0123, 0.0299, 0.0299, 0.0803, 0.0838, 0.0938, 0.0544, 0.077, 0.0802, 0.039, 0.0555, 0.0105, 0.0089, 0.0444, 0.0297, 0.032, -0.012, -0.0187, -0.0332, -0.0458, -0.0508, -0.0889, -0.0897, -0.0466, -0.05, -0.0282, -0.0282, -0.0165, -0.028, -0.0198, -0.0091, -0.0076, -0.0116, -0.0053, -0.0089, -0.0136, -0.0244, -0.0439, -0.073, -0.0628, -0.0947, -0.0831, -0.0638, -0.0615, -0.0624, -0.0609, -0.0609, -0.0644, -0.0726, -0.0742, -0.0862, -0.0862, -0.0785, -0.0632, -0.0638, -0.0697, -0.0633, -0.0719, -0.0589, -0.0538, -0.0604, -0.0682, -0.0727, -0.0727, -0.0975, -0.0814, -0.0704, -0.0657, -0.0709, -0.0808, -0.088, -0.1006, -0.1126, -0.1191, -0.131, -0.1685, -0.1924, -0.1526, -0.144, -0.1479, -0.1614, -0.1857, -0.1744, -0.1744, -0.1765, -0.1699, -0.1745, -0.1667, -0.1891, -0.1794, -0.1513, -0.1592, -0.1578, -0.1545, -0.163, -0.1365, -0.1392, -0.1564, -0.1461, -0.1479, -0.1472, -0.1607, -0.1749]}
{"unit_id": "reply:1959423974494064800", "ticker_idx": 0, "ts": "2025-08-24T01:14:14+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I can't find anything with strong conviction, then I'll likely add more $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's default is to add more RKLB if no higher-conviction opportunity is found; high-conviction long.", "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": "reply_other", "lang": "en", "tweet_text": "@CaminaDrummer4 i have a high standard. If I can't find anything with strong conviction, then I'll likely add more $RKLB.", "reply_text": null, "parent_text": "@DeepValueBagger I have been lately opening more “to be investigated” positions… but now thinking “no, unless something has a better chance at beating TSLA or RKLB in growth, the money should go into those companies”.", "quoted_text": null, "parent_author": "CaminaDrummer4", "ret_m1d": -0.06014400845340773, "ret_signed_m1d": -0.06014400845340773, "alpha_spy_m1d": -0.06456457956406969, "alpha_c_m1d": -0.07023566356578814, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019271491399562413, "ret_signed_p1d": 0.019271491399562413, "alpha_spy_p1d": 0.015084426185428601, "alpha_c_p1d": 0.008981762809159521, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": 0.029224845780243758, "ret_signed_p1w": 0.029224845780243758, "alpha_spy_p1w": 0.025208947784379543, "alpha_c_p1w": 0.026586482586883342, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.12049975602741547, "ret_signed_p1m": 0.12049975602741547, "alpha_spy_p1m": 0.08535591793200914, "alpha_c_p1m": 0.10689731732799679, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.16391362724220504, "ret_signed_p3m": -0.16391362724220504, "alpha_spy_p3m": -0.18238796829644133, "alpha_c_p3m": -0.14300979033568262, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": 0.4800931296673894, "ret_signed_p6m": 0.4800931296673894, "alpha_spy_p6m": 0.4111458791392877, "alpha_c_p6m": 0.31654539818978256, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12049975602741547, "alpha_spy_stated": 0.08535591793200914, "alpha_c_stated": 0.10689731732799679, "price_path": [-0.3873, -0.4208, -0.4327, -0.4367, -0.4341, -0.4301, -0.4399, -0.3875, -0.3723, -0.4246, -0.4206, -0.4409, -0.4619, -0.4377, -0.4405, -0.4102, -0.4102, -0.3638, -0.3058, -0.2914, -0.3149, -0.2346, -0.2507, -0.2425, -0.273, -0.2444, -0.2448, -0.2448, -0.1766, -0.1796, -0.1711, -0.172, -0.1734, -0.0849, -0.0555, 0.01, 0.087, 0.0883, -0.0006, -0.0072, 0.0409, 0.0193, 0.0044, -0.0447, -0.0726, -0.0165, -0.0275, -0.051, -0.0568, -0.0523, -0.0661, -0.0637, -0.0536, -0.0466, -0.0803, -0.0894, -0.0934, -0.0625, -0.0476, -0.1334, -0.1383, -0.1205, -0.0601, 0.0, 0.0193, -0.0205, 0.0146, 0.0292, 0.0292, 0.0443, -0.0781, -0.0896, -0.0292, 0.0108, -0.004, -0.0222, 0.0256, 0.1296, 0.1444, 0.0005, 0.0182, -0.0008, 0.0121, 0.0548, 0.1205, 0.0311, -0.0125, -0.0203, -0.0044, 0.0146, 0.0159, 0.1112, 0.1893, 0.2389, 0.3026, 0.3831, 0.4066, 0.3609, 0.3854, 0.4407, 0.467, 0.4189, 0.4034, 0.4263, 0.385, 0.2826, 0.3463, 0.3672, 0.3897, 0.3501, 0.4011, 0.2901, 0.3338, 0.299, 0.198, 0.1948, 0.0506, 0.0936, 0.0991, 0.0851, 0.0582, -0.0417, -0.0356, -0.0828, -0.094, -0.0762, -0.1639, -0.1465, -0.101, -0.0978, -0.112, -0.112, -0.1076, -0.1451, -0.1127, -0.0529, 0.0455, 0.0389, 0.0919, 0.1315, 0.2181, 0.3454, 0.3022, 0.1734, 0.1751, 0.1427, 0.269, 0.4934, 0.6423, 0.6345, 0.6345, 0.6345, 0.4962, 0.485, 0.492, 0.4773, 0.4773, 0.6093, 0.6548, 0.8219, 0.7806, 0.7594, 0.7969, 0.8615, 0.8335, 0.9441, 0.9221, 1.0394, 1.0394, 0.8882, 0.8598, 0.8632, 0.8827, 0.7044, 0.8424, 0.8757, 0.8145, 0.6957, 0.5703, 0.7211, 0.5483, 0.4045, 0.5316, 0.6061, 0.5254, 0.4744, 0.3979, 0.4282, 0.4282, 0.4801]}
{"unit_id": "thread:1958325157325393962", "ticker_idx": 0, "ts": "2025-08-21T00:27:56+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWV as top AI datacenter benchmark, NBIS second; bearish IREN and WULF for failing/avoiding benchmarks.", "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": "self_thread", "lang": "en", "tweet_text": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes in second which is noteworthy! No $IREN or $WULF to be seen.\n\n---\n\n$IREN already made a fatal flaw: don't benchmark if your result is bad!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008040485958561217, "ret_signed_m1d": 0.008040485958561217, "alpha_spy_m1d": 0.004012516706406233, "alpha_c_m1d": 0.004012516706406233, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.004027969252154984, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03524613851716474, "ret_signed_p1d": 0.03524613851716474, "alpha_spy_p1d": 0.01988930547606782, "alpha_c_p1d": 0.01988930547606782, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.015356833041096918, "ret_p1w": 0.13217314548950188, "ret_signed_p1w": 0.13217314548950188, "alpha_spy_p1w": 0.11113629612019071, "alpha_c_p1w": 0.11113629612019071, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.02103684936931116, "ret_p1m": 0.37526158554094047, "ret_signed_p1m": 0.37526158554094047, "alpha_spy_p1m": 0.328073959251195, "alpha_c_p1m": 0.328073959251195, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.04718762628974549, "ret_p3m": -0.17501926676300816, "ret_signed_p3m": -0.17501926676300816, "alpha_spy_p3m": -0.21649522236067464, "alpha_c_p3m": -0.21649522236067464, "bench_spy_p3m": 0.04147595559766648, "bench_c_p3m": 0.04147595559766648, "ret_p6m": 0.05782575115165711, "ret_signed_p6m": 0.05782575115165711, "alpha_spy_p6m": -0.021019637477512898, "alpha_c_p6m": -0.021019637477512898, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.07884538862917001, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37526158554094047, "alpha_spy_stated": 0.328073959251195, "alpha_c_stated": 0.328073959251195, "price_path": [0.1316, 0.3655, 0.2793, 0.1626, 0.226, 0.3239, 0.6575, 0.7965, 0.4875, 0.5438, 0.7854, 0.7061, 0.6489, 0.6408, 0.6212, 0.7458, 0.8937, 0.8725, 0.8725, 1.022, 0.913, 0.9013, 0.7568, 0.7412, 0.7622, 0.796, 0.7176, 0.6717, 0.8196, 0.8196, 0.759, 0.6681, 0.6858, 0.5232, 0.3861, 0.458, 0.5485, 0.5755, 0.4562, 0.355, 0.3758, 0.4293, 0.3884, 0.3217, 0.2735, 0.2147, 0.1977, 0.1333, 0.2571, 0.147, 0.1676, 0.2319, 0.2142, 0.3336, 0.4269, 0.5396, 0.6384, 0.2971, 0.096, 0.1011, 0.0662, 0.0231, 0.008, 0.0, 0.0352, 0.0175, 0.0066, 0.0676, 0.1322, 0.1349, 0.1349, 0.0281, -0.01, -0.0365, -0.0187, 0.0304, 0.1039, 0.2902, 0.2412, 0.2332, 0.3269, 0.308, 0.3312, 0.337, 0.3753, 0.4675, 0.4417, 0.4693, 0.3951, 0.3255, 0.3495, 0.5073, 0.5095, 0.52, 0.4846, 0.4743, 0.419, 0.5418, 0.5759, 0.5247, 0.5599, 0.4766, 0.5336, 0.5612, 0.5075, 0.3995, 0.3775, 0.3386, 0.3585, 0.46, 0.4986, 0.4847, 0.5412, 0.4436, 0.4727, 0.3913, 0.2749, 0.2603, 0.1778, 0.1456, 0.1632, -0.0264, -0.059, -0.1371, -0.1479, -0.1703, -0.175, -0.1748, -0.2377, -0.2108, -0.1893, -0.2148, -0.1817, -0.1817, -0.1946, -0.1512, -0.1626, -0.1259, -0.0555, -0.0274, -0.0501, -0.0014, -0.029, -0.0376, -0.1344, -0.2031, -0.2345, -0.289, -0.2545, -0.0858, -0.0656, -0.116, -0.1313, -0.1313, -0.1583, -0.1748, -0.186, -0.2113, -0.2113, -0.1263, -0.1534, -0.1415, -0.1499, -0.1509, -0.1173, -0.0095, -0.0365, -0.0109, 0.0465, 0.115, 0.115, 0.0488, 0.0359, 0.011, 0.0241, 0.0828, 0.199, 0.1677, 0.0963, 0.0264, -0.0204, -0.008, -0.0918, -0.1778, -0.0093, 0.0661, 0.0476, 0.048, 0.0541, 0.0578]}
{"unit_id": "thread:1958325157325393962", "ticker_idx": 1, "ts": "2025-08-21T00:27:56+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 comes in second which is noteworthy!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWV as top AI datacenter benchmark, NBIS second; bearish IREN and WULF for failing/avoiding benchmarks.", "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": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes in second which is noteworthy! No $IREN or $WULF to be seen.\n\n---\n\n$IREN already made a fatal flaw: don't benchmark if your result is bad!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019492307488346405, "ret_signed_m1d": 0.019492307488346405, "alpha_spy_m1d": 0.015464338236191422, "alpha_c_m1d": 0.018398664039203094, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.0010936434491433111, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042308900556756734, "ret_signed_p1d": 0.042308900556756734, "alpha_spy_p1d": 0.026952067515659817, "alpha_c_p1d": 0.027909965841793172, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.014398934714963563, "ret_p1w": 0.08854639745133497, "ret_signed_p1w": 0.08854639745133497, "alpha_spy_p1w": 0.06750954808202381, "alpha_c_p1w": 0.07141335411351313, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.01713304333782184, "ret_p1m": 0.5006043683989974, "ret_signed_p1m": 0.5006043683989974, "alpha_spy_p1m": 0.45341674210925187, "alpha_c_p1m": 0.4123878098176841, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.08821655858131328, "ret_p3m": 0.36808704288335314, "ret_signed_p3m": 0.36808704288335314, "alpha_spy_p3m": 0.32661108728568666, "alpha_c_p3m": 0.3455776584876049, "bench_spy_p3m": 0.04147595559766648, "bench_c_p3m": 0.022509384395748233, "ret_p6m": 0.4809610408624514, "ret_signed_p6m": 0.4809610408624514, "alpha_spy_p6m": 0.4021156522332814, "alpha_c_p6m": 0.4297276400030534, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.05123340085939798, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5006043683989974, "alpha_spy_stated": 0.45341674210925187, "alpha_c_stated": 0.4123878098176841, "price_path": [-0.4169, -0.3983, -0.4016, -0.4252, -0.4447, -0.4557, -0.4368, -0.4048, -0.3004, -0.2705, -0.2055, -0.2066, -0.2359, -0.2403, -0.2879, -0.2375, -0.2697, -0.2699, -0.2699, -0.2752, -0.2826, -0.2291, -0.2668, -0.2052, -0.2167, -0.1639, -0.2398, -0.2449, -0.2407, -0.2407, -0.2771, -0.2883, -0.3042, -0.2984, -0.3306, -0.215, -0.1911, -0.1945, -0.1887, -0.2023, -0.2087, -0.2292, -0.2161, -0.2118, -0.2238, -0.2029, -0.2384, -0.225, -0.1775, -0.2143, -0.1815, -0.1664, -0.1676, -0.0131, 0.0393, 0.0613, 0.1383, 0.0672, 0.0345, 0.0822, 0.0961, 0.0153, 0.0195, 0.0, 0.0423, 0.058, 0.065, 0.0592, 0.0885, 0.0323, 0.0323, -0.007, -0.008, -0.0192, -0.0107, -0.032, 0.4464, 0.4112, 0.3477, 0.3661, 0.3744, 0.3513, 0.4216, 0.4222, 0.5006, 0.6108, 0.6289, 0.7109, 0.631, 0.6274, 0.6655, 0.6964, 0.7469, 0.9019, 0.9338, 0.8879, 0.7785, 0.8435, 1.0042, 0.958, 1.0468, 0.9364, 0.9013, 0.8592, 0.7141, 0.647, 0.5757, 0.4902, 0.6041, 0.7718, 0.8953, 0.8409, 0.8903, 0.8764, 0.9767, 0.8203, 0.6703, 0.7679, 0.6537, 0.6815, 0.6614, 0.5446, 0.4258, 0.3392, 0.2623, 0.2992, 0.3681, 0.4365, 0.2789, 0.2581, 0.3886, 0.343, 0.4308, 0.4308, 0.4335, 0.5133, 0.4574, 0.4947, 0.5533, 0.4814, 0.516, 0.4568, 0.4142, 0.4246, 0.325, 0.2261, 0.2232, 0.1401, 0.18, 0.3518, 0.4087, 0.3604, 0.377, 0.377, 0.3235, 0.3001, 0.2869, 0.2648, 0.2648, 0.3592, 0.4027, 0.5147, 0.4538, 0.4702, 0.4798, 0.6218, 0.5931, 0.5409, 0.5697, 0.6429, 0.6429, 0.5003, 0.494, 0.4634, 0.4279, 0.382, 0.4788, 0.5175, 0.4341, 0.2872, 0.3321, 0.3592, 0.2449, 0.1162, 0.301, 0.4034, 0.387, 0.3389, 0.3558, 0.481]}
{"unit_id": "thread:1958325157325393962", "ticker_idx": 2, "ts": "2025-08-21T00:27:56+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 already made a fatal flaw: don't benchmark if your result is bad!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWV as top AI datacenter benchmark, NBIS second; bearish IREN and WULF for failing/avoiding benchmarks.", "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": "self_thread", "lang": "en", "tweet_text": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes in second which is noteworthy! No $IREN or $WULF to be seen.\n\n---\n\n$IREN already made a fatal flaw: don't benchmark if your result is bad!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00867790071310881, "ret_signed_m1d": -0.00867790071310881, "alpha_spy_m1d": -0.004649931460953827, "alpha_c_m1d": -0.005452054898894332, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.0032258458142144786, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09392547923716177, "ret_signed_p1d": -0.09392547923716177, "alpha_spy_p1d": -0.07856864619606485, "alpha_c_p1d": -0.07741687293869126, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.016508606298470507, "ret_p1w": 0.17611029791052335, "ret_signed_p1w": -0.17611029791052335, "alpha_spy_p1w": -0.1550734485412122, "alpha_c_p1w": -0.1542886462251285, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.02182165168539485, "ret_p1m": 0.9724348692536375, "ret_signed_p1m": -0.9724348692536375, "alpha_spy_p1m": -0.925247242963892, "alpha_c_p1m": -0.9430231002237275, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.02941176902991005, "ret_p3m": 1.4936190961523743, "ret_signed_p3m": -1.4936190961523743, "alpha_spy_p3m": -1.4521431405547078, "alpha_c_p3m": -1.5156474536628894, "bench_spy_p3m": 0.04147595559766648, "bench_c_p3m": -0.022028357510515018, "ret_p6m": 1.1551812604312692, "ret_signed_p6m": -1.1551812604312692, "alpha_spy_p6m": -1.0763358718020992, "alpha_c_p6m": -1.168442262407618, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": -0.01326100197634883, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.9724348692536375, "alpha_spy_stated": -0.925247242963892, "alpha_c_stated": -0.9430231002237275, "price_path": [-0.5345, -0.5283, -0.5477, -0.561, -0.5717, -0.5544, -0.5462, -0.5186, -0.5431, -0.5023, -0.4722, -0.4645, -0.4742, -0.4809, -0.4982, -0.4691, -0.5013, -0.4997, -0.4997, -0.4655, -0.4558, -0.4109, -0.3941, -0.3308, -0.2853, -0.2563, -0.2226, -0.2006, -0.1414, -0.1414, -0.1348, -0.1378, -0.1343, -0.1307, -0.1715, -0.1179, -0.1383, -0.1164, -0.0786, -0.0842, -0.0735, -0.051, -0.0306, -0.074, -0.0955, -0.1536, -0.194, -0.1761, -0.1776, -0.2139, -0.1588, -0.1603, -0.0648, -0.0521, -0.0582, -0.0827, -0.0898, -0.0949, -0.026, 0.0051, 0.0569, -0.0439, 0.0087, 0.0, 0.0939, 0.1802, 0.1736, 0.1411, 0.1761, 0.3517, 0.3517, 0.486, 0.44, 0.3338, 0.3349, 0.3369, 0.5411, 0.7167, 0.6769, 0.7335, 0.8959, 0.8606, 0.9347, 0.854, 0.9724, 1.1388, 1.1322, 1.4063, 1.3629, 1.1368, 1.3446, 1.3956, 1.4033, 1.4002, 1.5758, 1.9479, 2.1485, 2.0674, 2.2593, 2.051, 2.2741, 2.5508, 2.4701, 2.1562, 2.0995, 2.023, 1.8175, 1.6457, 1.8515, 2.2108, 2.3175, 2.1863, 2.0842, 1.9719, 2.1011, 2.4584, 2.4012, 2.9005, 2.4181, 2.1843, 2.0715, 1.929, 1.8433, 1.4834, 1.367, 1.4201, 1.4936, 1.3395, 1.219, 1.1572, 1.4752, 1.4232, 1.4732, 1.4732, 1.4405, 1.4752, 1.099, 1.244, 1.3711, 1.2823, 1.3655, 1.391, 1.242, 1.243, 1.0485, 0.8111, 0.8678, 0.7243, 0.8275, 1.0378, 1.146, 1.1475, 1.1429, 1.1429, 1.0572, 1.0117, 0.9551, 0.928, 0.928, 1.1797, 1.4625, 1.3435, 1.2269, 1.3318, 1.3497, 1.5692, 1.705, 1.6993, 1.6488, 1.9515, 1.9515, 1.7698, 1.73, 1.6677, 1.8933, 1.6728, 2.0623, 2.2129, 2.0546, 1.7432, 1.7095, 1.7764, 1.294, 1.0311, 1.1353, 1.3558, 1.1914, 1.1782, 1.0434, 1.1552]}
{"unit_id": "orig:1945142380165832786", "ticker_idx": 0, "ts": "2025-07-15T15:24:17+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are seeing a repricing of a deeply undervalued rocket company $rklb\n\nCiti lifts target to $50", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Citi's $50 PT raise on RKLB, framing it as a deeply undervalued repricing in progress.", "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": "We are seeing a repricing of a deeply undervalued rocket company $rklb\n\nCiti lifts target to $50 https://t.co/GvHmxQl5p7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.031165906663763177, "ret_signed_m1d": -0.031165906663763177, "alpha_spy_m1d": -0.03545745798641209, "alpha_c_m1d": -0.03870522816504429, "bench_spy_m1d": 0.004291551322648912, "bench_c_m1d": 0.0075393215012811154, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06928251700234589, "ret_signed_p1d": 0.06928251700234589, "alpha_spy_p1d": 0.06593924328618095, "alpha_c_p1d": 0.06574636867137973, "bench_spy_p1d": 0.0033432737161649406, "bench_c_p1d": 0.00353614833096616, "ret_p1w": 0.05112113614347091, "ret_signed_p1w": 0.05112113614347091, "alpha_spy_p1w": 0.04031959953697961, "alpha_c_p1w": 0.043515096807997145, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": 0.007606039335473769, "ret_p1m": -0.035874406476706144, "ret_signed_p1m": -0.035874406476706144, "alpha_spy_p1m": -0.07244191531175692, "alpha_c_p1m": -0.05322166207932855, "bench_spy_p1m": 0.03656750883505078, "bench_c_p1m": 0.017347255602622402, "ret_p3m": 0.44080727207910075, "ret_signed_p3m": 0.44080727207910075, "alpha_spy_p3m": 0.3882620791125433, "alpha_c_p3m": 0.43654197103472425, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.004265301044376502, "ret_p6m": 0.8852018992745403, "ret_signed_p6m": 0.8852018992745403, "alpha_spy_p6m": 0.7704445373272939, "alpha_c_p6m": 0.8165236744391513, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.06867822483538899, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.035874406476706144, "alpha_spy_stated": -0.07244191531175692, "alpha_c_stated": -0.05322166207932855, "price_path": [-0.5574, -0.5574, -0.5818, -0.5731, -0.5451, -0.5094, -0.4982, -0.4917, -0.4978, -0.5114, -0.504, -0.4845, -0.496, -0.4984, -0.5002, -0.4821, -0.5401, -0.5233, -0.5105, -0.459, -0.4345, -0.4267, -0.4215, -0.417, -0.4357, -0.4211, -0.43, -0.43, -0.3552, -0.3513, -0.3868, -0.3993, -0.4036, -0.4009, -0.3966, -0.407, -0.3516, -0.3354, -0.3908, -0.3865, -0.4081, -0.4303, -0.4047, -0.4076, -0.3756, -0.3756, -0.3265, -0.265, -0.2498, -0.2747, -0.1897, -0.2067, -0.198, -0.2303, -0.2, -0.2004, -0.2004, -0.1283, -0.1314, -0.1224, -0.1233, -0.1249, -0.0312, 0.0, 0.0693, 0.1509, 0.1522, 0.0581, 0.0511, 0.102, 0.0791, 0.0635, 0.0114, -0.0182, 0.0413, 0.0296, 0.0047, -0.0013, 0.0034, -0.0112, -0.0087, 0.002, 0.0094, -0.0262, -0.0359, -0.0401, -0.0074, 0.0083, -0.0825, -0.0877, -0.0688, -0.0049, 0.0587, 0.0791, 0.037, 0.0742, 0.0897, 0.0897, 0.1056, -0.024, -0.0361, 0.0278, 0.0702, 0.0545, 0.0352, 0.0859, 0.196, 0.2117, 0.0593, 0.078, 0.0578, 0.0715, 0.1168, 0.1863, 0.0917, 0.0455, 0.0372, 0.054, 0.0742, 0.0756, 0.1765, 0.2592, 0.3117, 0.3791, 0.4643, 0.4892, 0.4408, 0.4668, 0.5253, 0.5531, 0.5022, 0.4859, 0.5101, 0.4664, 0.358, 0.4253, 0.4475, 0.4713, 0.4294, 0.4834, 0.3659, 0.4121, 0.3753, 0.2684, 0.265, 0.1123, 0.1578, 0.1637, 0.1489, 0.1204, 0.0146, 0.0211, -0.0289, -0.0408, -0.022, -0.1148, -0.0964, -0.0482, -0.0448, -0.0599, -0.0599, -0.0552, -0.0948, -0.0605, 0.0027, 0.107, 0.0999, 0.1561, 0.198, 0.2897, 0.4244, 0.3787, 0.2424, 0.2442, 0.2099, 0.3435, 0.5812, 0.7388, 0.7305, 0.7305, 0.7305, 0.5841, 0.5722, 0.5796, 0.5641, 0.5641, 0.7038, 0.752, 0.9289, 0.8852]}
{"unit_id": "reply:1958331503479238864", "ticker_idx": 0, "ts": "2025-08-21T00:53:09+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I opened small position and scaling in.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Opened small long position in CRWV and scaling in.", "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": "@NFTConciergeDoc I opened small position and scaling in.", "reply_text": null, "parent_text": "@DeepValueBagger At 50% retracement now\n\n61.8 fib in 70’s from high 187\n\nMight add some $CRWV now and scale in if gets there", "quoted_text": null, "parent_author": "NFTConciergeDoc", "ret_m1d": 0.008040485958561217, "ret_signed_m1d": 0.008040485958561217, "alpha_spy_m1d": 0.004012516706406233, "alpha_c_m1d": 0.004012516706406233, "bench_spy_m1d": 0.004027969252154984, "bench_c_m1d": 0.004027969252154984, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03524613851716474, "ret_signed_p1d": 0.03524613851716474, "alpha_spy_p1d": 0.01988930547606782, "alpha_c_p1d": 0.01988930547606782, "bench_spy_p1d": 0.015356833041096918, "bench_c_p1d": 0.015356833041096918, "ret_p1w": 0.13217314548950188, "ret_signed_p1w": 0.13217314548950188, "alpha_spy_p1w": 0.11113629612019071, "alpha_c_p1w": 0.11113629612019071, "bench_spy_p1w": 0.02103684936931116, "bench_c_p1w": 0.02103684936931116, "ret_p1m": 0.37526158554094047, "ret_signed_p1m": 0.37526158554094047, "alpha_spy_p1m": 0.328073959251195, "alpha_c_p1m": 0.328073959251195, "bench_spy_p1m": 0.04718762628974549, "bench_c_p1m": 0.04718762628974549, "ret_p3m": -0.17501926676300816, "ret_signed_p3m": -0.17501926676300816, "alpha_spy_p3m": -0.21649522236067464, "alpha_c_p3m": -0.21649522236067464, "bench_spy_p3m": 0.04147595559766648, "bench_c_p3m": 0.04147595559766648, "ret_p6m": 0.05782575115165711, "ret_signed_p6m": 0.05782575115165711, "alpha_spy_p6m": -0.021019637477512898, "alpha_c_p6m": -0.021019637477512898, "bench_spy_p6m": 0.07884538862917001, "bench_c_p6m": 0.07884538862917001, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.37526158554094047, "alpha_spy_stated": 0.328073959251195, "alpha_c_stated": 0.328073959251195, "price_path": [0.1316, 0.3655, 0.2793, 0.1626, 0.226, 0.3239, 0.6575, 0.7965, 0.4875, 0.5438, 0.7854, 0.7061, 0.6489, 0.6408, 0.6212, 0.7458, 0.8937, 0.8725, 0.8725, 1.022, 0.913, 0.9013, 0.7568, 0.7412, 0.7622, 0.796, 0.7176, 0.6717, 0.8196, 0.8196, 0.759, 0.6681, 0.6858, 0.5232, 0.3861, 0.458, 0.5485, 0.5755, 0.4562, 0.355, 0.3758, 0.4293, 0.3884, 0.3217, 0.2735, 0.2147, 0.1977, 0.1333, 0.2571, 0.147, 0.1676, 0.2319, 0.2142, 0.3336, 0.4269, 0.5396, 0.6384, 0.2971, 0.096, 0.1011, 0.0662, 0.0231, 0.008, 0.0, 0.0352, 0.0175, 0.0066, 0.0676, 0.1322, 0.1349, 0.1349, 0.0281, -0.01, -0.0365, -0.0187, 0.0304, 0.1039, 0.2902, 0.2412, 0.2332, 0.3269, 0.308, 0.3312, 0.337, 0.3753, 0.4675, 0.4417, 0.4693, 0.3951, 0.3255, 0.3495, 0.5073, 0.5095, 0.52, 0.4846, 0.4743, 0.419, 0.5418, 0.5759, 0.5247, 0.5599, 0.4766, 0.5336, 0.5612, 0.5075, 0.3995, 0.3775, 0.3386, 0.3585, 0.46, 0.4986, 0.4847, 0.5412, 0.4436, 0.4727, 0.3913, 0.2749, 0.2603, 0.1778, 0.1456, 0.1632, -0.0264, -0.059, -0.1371, -0.1479, -0.1703, -0.175, -0.1748, -0.2377, -0.2108, -0.1893, -0.2148, -0.1817, -0.1817, -0.1946, -0.1512, -0.1626, -0.1259, -0.0555, -0.0274, -0.0501, -0.0014, -0.029, -0.0376, -0.1344, -0.2031, -0.2345, -0.289, -0.2545, -0.0858, -0.0656, -0.116, -0.1313, -0.1313, -0.1583, -0.1748, -0.186, -0.2113, -0.2113, -0.1263, -0.1534, -0.1415, -0.1499, -0.1509, -0.1173, -0.0095, -0.0365, -0.0109, 0.0465, 0.115, 0.115, 0.0488, 0.0359, 0.011, 0.0241, 0.0828, 0.199, 0.1677, 0.0963, 0.0264, -0.0204, -0.008, -0.0918, -0.1778, -0.0093, 0.0661, 0.0476, 0.048, 0.0541, 0.0578]}
{"unit_id": "reply:1946550729675616645", "ticker_idx": 0, "ts": "2025-07-19T12:40:33+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The so called bad practice is the narrative for the current price, but it creates a buying opportunity.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Dismisses lawsuit/bad-practice narrative as overblown; sees current price as a buying opportunity.", "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": "reply_other", "lang": "en", "tweet_text": "@ozymandiasRicky i don't think so. NVO hasn't filed lawsuit yet, they moved on.  The so called bad practice is the narrative for the current price, but it creates a buying opportunity.", "reply_text": null, "parent_text": "@DeepValueBagger I was gonna grab it at 45 again and probably ahold  have but the market is worried about the lawsuit. And if hims is engaging in terrible practices. It would have reached 100 dollar a share by now if not for those factors", "quoted_text": null, "parent_author": "ozymandiasRicky", "ret_m1d": 0.05840341771240931, "ret_signed_m1d": 0.05840341771240931, "alpha_spy_m1d": 0.06029597264881448, "alpha_c_m1d": 0.06029597264881448, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05063025051822989, "ret_signed_p1d": 0.05063025051822989, "alpha_spy_p1d": 0.05048705507912721, "alpha_c_p1d": 0.05048705507912721, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.2327731551730743, "ret_signed_p1w": 0.2327731551730743, "alpha_spy_p1w": 0.21977946951287564, "alpha_c_p1w": 0.21977946951287564, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": -0.11386551140105661, "ret_signed_p1m": -0.11386551140105661, "alpha_spy_p1m": -0.13142349034121803, "alpha_c_p1m": -0.13142349034121803, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.24264713071445265, "ret_signed_p3m": 0.24264713071445265, "alpha_spy_p3m": 0.18904777251268112, "alpha_c_p3m": 0.18904777251268112, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.32352937405143467, "ret_signed_p6m": -0.32352937405143467, "alpha_spy_p6m": -0.4332342560050013, "alpha_c_p6m": -0.4332342560050013, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11386551140105661, "alpha_spy_stated": -0.13142349034121803, "alpha_c_stated": -0.13142349034121803, "price_path": [-0.4389, -0.4088, -0.4099, -0.4017, -0.2639, -0.3046, -0.2403, -0.1424, -0.1202, 0.0393, 0.0998, 0.0798, 0.0916, 0.1599, 0.3445, 0.284, 0.2307, 0.3582, 0.3097, 0.2859, 0.2185, 0.1244, 0.1519, 0.1519, 0.121, 0.1206, 0.1008, 0.1882, 0.1926, 0.1498, 0.1263, 0.1086, 0.1834, 0.1945, 0.1607, 0.2092, 0.2006, 0.1655, 0.2559, 0.2445, 0.283, 0.283, 0.3492, -0.1181, -0.0977, -0.13, -0.0277, 0.038, 0.0473, 0.0076, -0.0029, 0.008, 0.008, 0.0172, 0.0286, 0.0765, 0.0561, 0.0061, 0.0931, 0.0601, 0.0893, 0.0502, 0.0584, 0.0, 0.0506, 0.2189, 0.2042, 0.2111, 0.2328, 0.2662, 0.3767, 0.3903, 0.3141, 0.3309, 0.1664, 0.0742, 0.0725, 0.0912, 0.05, 0.0076, 0.0153, -0.0099, -0.0332, -0.0525, -0.1139, -0.0887, -0.0765, -0.0637, -0.0968, -0.0473, -0.0754, -0.0731, -0.1103, -0.1103, -0.1275, -0.066, 0.0107, 0.017, 0.0429, 0.004, 0.0038, 0.0874, 0.166, 0.1336, 0.0691, 0.0578, 0.1807, 0.2147, 0.2122, 0.1765, 0.1187, 0.1527, 0.2269, 0.242, 0.1916, 0.183, 0.2158, 0.1038, 0.1504, 0.2179, 0.2221, 0.2237, 0.1334, 0.1498, 0.1349, 0.3185, 0.2426, 0.0458, 0.079, 0.037, -0.0029, 0.0187, 0.0248, 0.0132, -0.0101, -0.0204, -0.0744, -0.045, -0.0674, -0.1011, -0.0813, -0.1277, -0.138, -0.1376, -0.1649, -0.1803, -0.2426, -0.2231, -0.2525, -0.2382, -0.2473, -0.2937, -0.2708, -0.2063, -0.2208, -0.1933, -0.1933, -0.1647, -0.212, -0.2372, -0.2212, -0.1592, -0.1765, -0.1782, -0.1634, -0.2042, -0.2065, -0.2183, -0.2384, -0.2256, -0.2653, -0.2695, -0.2529, -0.2637, -0.2689, -0.2716, -0.2716, -0.2792, -0.2836, -0.3059, -0.3179, -0.3179, -0.2981, -0.2708, -0.255, -0.255, -0.2884, -0.3342, -0.3206, -0.3235]}
{"unit_id": "reply:1945474697983885450", "ticker_idx": 0, "ts": "2025-07-16T13:24:47+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A couple more like RKLB and we're set for life!", "tweet_type": "prediction", "timeline": "years", "summary": "Long RKLB as a high-conviction decades-long holding in the Buffett mold.", "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": "reply_other", "lang": "en", "tweet_text": "@RocketWolfe8786 That's what Warren Buffett said. A couple more like RKLB and we're set for life!", "reply_text": null, "parent_text": "@DeepValueBagger Yea over the years I’ve stressed enough from a quite a few things when I used to trade. Now it’s just DCA in one to two high conviction companies at a time until I sell; and I won’t be selling for at least 1-2 decades.  So I may make maybe 3-4 more trades in my life 🚀🚀🚀", "quoted_text": null, "parent_author": "RocketWolfe8786", "ret_m1d": -0.06479346281333975, "ret_signed_m1d": -0.06479346281333975, "alpha_spy_m1d": -0.06146132933146342, "alpha_c_m1d": -0.061269774765981055, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0035236880473586973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07632634324101462, "ret_signed_p1d": 0.07632634324101462, "alpha_spy_p1d": 0.07020670536350004, "alpha_c_p1d": 0.06708493392609416, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009241409314920457, "ret_p1w": 0.03061444624056331, "ret_signed_p1w": 0.03061444624056331, "alpha_spy_p1w": 0.014610319357903023, "alpha_c_p1w": 0.008541456822005689, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.02207298941855762, "ret_p1m": -0.10232747733158676, "ret_signed_p1m": -0.10232747733158676, "alpha_spy_p1m": -0.1355369995715634, "alpha_c_p1m": -0.1071145429755358, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.00478706564394904, "ret_p3m": 0.37177605478702125, "ret_signed_p3m": 0.37177605478702125, "alpha_spy_p3m": 0.3066415203302104, "alpha_c_p3m": 0.36063480095129075, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.011141253835730502, "ret_p6m": 0.742084382961701, "ret_signed_p6m": 0.742084382961701, "alpha_spy_p6m": 0.6311543425401192, "alpha_c_p6m": 0.669133189411534, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.07295119355016699, "ret_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": [-0.5861, -0.6089, -0.6008, -0.5745, -0.5412, -0.5307, -0.5246, -0.5303, -0.5431, -0.5362, -0.5179, -0.5286, -0.5309, -0.5326, -0.5156, -0.5699, -0.5542, -0.5423, -0.494, -0.4712, -0.4638, -0.459, -0.4548, -0.4722, -0.4586, -0.467, -0.467, -0.3969, -0.3934, -0.4265, -0.4382, -0.4422, -0.4397, -0.4357, -0.4454, -0.3936, -0.3785, -0.4303, -0.4263, -0.4464, -0.4672, -0.4433, -0.446, -0.416, -0.416, -0.3701, -0.3126, -0.2984, -0.3217, -0.2422, -0.2581, -0.2499, -0.2801, -0.2518, -0.2523, -0.2523, -0.1847, -0.1877, -0.1793, -0.1801, -0.1816, -0.0939, -0.0648, 0.0, 0.0763, 0.0776, -0.0105, -0.017, 0.0306, 0.0092, -0.0055, -0.0541, -0.0818, -0.0262, -0.0371, -0.0604, -0.0661, -0.0616, -0.0753, -0.073, -0.0629, -0.056, -0.0893, -0.0983, -0.1023, -0.0717, -0.057, -0.142, -0.1468, -0.1292, -0.0694, -0.0099, 0.0092, -0.0302, 0.0046, 0.0191, 0.0191, 0.034, -0.0872, -0.0986, -0.0388, 0.0008, -0.0138, -0.0319, 0.0155, 0.1185, 0.1332, -0.0093, 0.0082, -0.0107, 0.0021, 0.0445, 0.1095, 0.021, -0.0222, -0.03, -0.0143, 0.0046, 0.0059, 0.1002, 0.1776, 0.2267, 0.2898, 0.3695, 0.3927, 0.3475, 0.3718, 0.4265, 0.4525, 0.4049, 0.3896, 0.4122, 0.3714, 0.27, 0.333, 0.3537, 0.376, 0.3368, 0.3873, 0.2774, 0.3206, 0.2862, 0.1862, 0.1831, 0.0403, 0.0828, 0.0883, 0.0744, 0.0478, -0.0512, -0.0451, -0.0918, -0.103, -0.0853, -0.1722, -0.155, -0.1099, -0.1067, -0.1208, -0.1208, -0.1164, -0.1535, -0.1214, -0.0623, 0.0352, 0.0286, 0.0811, 0.1204, 0.2061, 0.3321, 0.2894, 0.1619, 0.1636, 0.1315, 0.2564, 0.4787, 0.6261, 0.6184, 0.6184, 0.6184, 0.4814, 0.4703, 0.4772, 0.4628, 0.4628, 0.5934, 0.6385, 0.8039, 0.7631, 0.7421]}
{"unit_id": "reply:1948865296229695934", "ticker_idx": 0, "ts": "2025-07-25T21:57:49+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ethereum / internet money can win big in 5 years from now", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish ETH over a 5-year horizon as internet money with significant upside potential.", "resolved_tickers": ["ETH-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": "I try to keep my crypto separate and onchain. Moving back to the bank creates a taxable event.  I also keep my crypto if fiat crash, and we'll be doing with an apocalypse. It's the paranoia of a btc purist in me.  On the flip side, Ethereum / internet money can win big in 5 years from now.", "reply_text": null, "parent_text": "@DeepValueBagger any interest in premium yield ETFs? $QQQI 14.5% yield\n\n14% on $3m would provide a nice lifestyle for a lot of people 😁", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.005167655353400469, "ret_signed_m1d": -0.005167655353400469, "alpha_spy_m1d": -0.00541878740962265, "alpha_c_m1d": -0.00541878740962265, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01614022768888357, "ret_signed_p1d": 0.01614022768888357, "alpha_spy_p1d": 0.0187778893781555, "alpha_c_p1d": 0.0187778893781555, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.06409545889682144, "ret_signed_p1w": -0.06409545889682144, "alpha_spy_p1w": -0.055036393160389774, "alpha_c_p1w": -0.055036393160389774, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.17324247873747667, "ret_signed_p1m": 0.17324247873747667, "alpha_spy_p1m": 0.1603370814038363, "alpha_c_p1m": 0.1603370814038363, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.02169296487135397, "ret_signed_p3m": 0.02169296487135397, "alpha_spy_p3m": -0.03589863026579154, "alpha_c_p3m": -0.03589863026579154, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.14505152819321032, "ret_signed_p6m": -0.14505152819321032, "alpha_spy_p6m": -0.21495799215987788, "alpha_c_p6m": -0.21495799215987788, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_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": [-0.5173, -0.5187, -0.5065, -0.5056, -0.5118, -0.513, -0.514, -0.408, -0.3707, -0.3302, -0.2809, -0.2997, -0.3167, -0.3195, -0.3214, -0.3228, -0.3152, -0.2852, -0.3222, -0.3121, -0.2855, -0.2804, -0.2937, -0.3212, -0.3005, -0.3042, -0.3001, -0.3517, -0.3354, -0.2806, -0.2452, -0.2559, -0.2885, -0.3079, -0.3184, -0.3264, -0.3227, -0.3235, -0.3541, -0.3502, -0.3432, -0.3509, -0.3518, -0.3497, -0.3329, -0.3545, -0.3101, -0.3049, -0.327, -0.3177, -0.2983, -0.2566, -0.2072, -0.2064, -0.1915, -0.1576, -0.0954, -0.0672, -0.0478, 0.0097, 0.0059, -0.0262, -0.0052, 0.0, 0.0161, 0.0178, 0.0217, -0.0082, -0.0641, -0.0022, -0.031, -0.0116, 0.0502, 0.0758, 0.1341, 0.2317, 0.2761, 0.2202, 0.1912, 0.157, 0.0929, 0.1629, 0.1331, 0.2962, 0.1732, 0.2343, 0.2082, 0.2092, 0.1698, 0.1575, 0.1605, 0.194, 0.1533, 0.1555, 0.1558, 0.1561, 0.1668, 0.1969, 0.2651, 0.2145, 0.2083, 0.2322, 0.2314, 0.1995, 0.1276, 0.1176, 0.1143, 0.0378, 0.0828, 0.1315, 0.1123, 0.1674, 0.2041, 0.2113, 0.2577, 0.1942, 0.2147, 0.1722, 0.0311, 0.139, 0.1068, 0.0698, 0.0449, 0.0282, 0.068, 0.0401, 0.0217, 0.0345, 0.0556, 0.1054, 0.0684, 0.0472, 0.0207, 0.0321, -0.0335, -0.1166, -0.0811, -0.1113, -0.0783, -0.0426, -0.0837, -0.0843, -0.1327, -0.1673, -0.1885, -0.1621, -0.1889, -0.2403, -0.258, -0.2078, -0.2064, -0.1877, -0.1912, -0.1865, -0.2487, -0.1957, -0.1437, -0.1591, -0.1886, -0.1615, -0.109, -0.1078, -0.1315, -0.1725, -0.2047, -0.2047, -0.2404, -0.2415, -0.201, -0.1935, -0.2049, -0.2097, -0.221, -0.215, -0.2127, -0.2028, -0.204, -0.195, -0.1617, -0.1345, -0.1157, -0.1504, -0.1671, -0.1728, -0.1704, -0.1087, -0.1, -0.11, -0.1158, -0.1451]}
{"unit_id": "thread:1958165374995669043", "ticker_idx": 0, "ts": "2025-08-20T13:53:01+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long term $QQQ channel says we're exactly where we're supposed to be", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long-term QQQ channel intact; current pullback is within expected range, implying the dip will recover.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "This pullback is big, breaking the $QQQ channel. JPowell needs to take a dovish / cut rate stance asap! https://t.co/uJC8eP7RjW\n\n---\n\nLong term $QQQ channel says we're exactly where we're supposed to be... https://t.co/jHN5If8fh1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005972842440311377, "ret_signed_m1d": 0.005972842440311377, "alpha_spy_m1d": 0.003308779457518174, "alpha_c_m1d": 0.003308779457518174, "bench_spy_m1d": 0.0026640629827932027, "bench_c_m1d": 0.0026640629827932027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00462964919724318, "ret_signed_p1d": -0.00462964919724318, "alpha_spy_p1d": -0.0006178393916307368, "alpha_c_p1d": -0.0006178393916307368, "bench_spy_p1d": -0.004011809805612443, "bench_c_p1d": -0.004011809805612443, "ret_p1w": 0.013412316650708522, "ret_signed_p1w": 0.013412316650708522, "alpha_spy_p1w": 6.028094470189593e-05, "alpha_c_p1w": 6.028094470189593e-05, "bench_spy_p1w": 0.013352035706006626, "bench_c_p1w": 0.013352035706006626, "ret_p1m": 0.051987994275660254, "ret_signed_p1m": 0.051987994275660254, "alpha_spy_p1m": 0.014141801239747398, "alpha_c_p1m": 0.014141801239747398, "bench_spy_p1m": 0.037846193035912856, "bench_c_p1m": 0.037846193035912856, "ret_p3m": 0.06796217514073777, "ret_signed_p3m": 0.06796217514073777, "alpha_spy_p3m": 0.02187998792249557, "alpha_c_p3m": 0.02187998792249557, "bench_spy_p3m": 0.0460821872182422, "bench_c_p3m": 0.0460821872182422, "ret_p6m": 0.06398851664062977, "ret_signed_p6m": 0.06398851664062977, "alpha_spy_p6m": -0.009772285957303062, "alpha_c_p6m": -0.009772285957303062, "bench_spy_p6m": 0.07376080259793283, "bench_c_p6m": 0.07376080259793283, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.051987994275660254, "alpha_spy_stated": 0.014141801239747398, "alpha_c_stated": 0.014141801239747398, "price_path": [-0.1011, -0.1011, -0.08, -0.0841, -0.0823, -0.0837, -0.0765, -0.0693, -0.0667, -0.0737, -0.0646, -0.0633, -0.0571, -0.0602, -0.058, -0.0699, -0.0569, -0.0661, -0.0663, -0.0663, -0.0701, -0.0605, -0.0462, -0.0437, -0.0348, -0.0315, -0.0252, -0.0334, -0.0267, -0.0171, -0.0171, -0.0245, -0.024, -0.0171, -0.0185, -0.0207, -0.0171, -0.0162, -0.0152, -0.0072, -0.0082, -0.0031, -0.0082, -0.0037, -0.0016, 0.0008, 0.004, 0.0024, 0.0037, -0.0016, -0.0212, -0.0032, -0.0099, 0.0025, 0.0059, 0.0153, 0.0123, 0.025, 0.0255, 0.0247, 0.0202, 0.0198, 0.006, 0.0, -0.0046, 0.0107, 0.0078, 0.0119, 0.0134, 0.0198, 0.008, 0.008, -0.0005, 0.0074, 0.0165, 0.018, 0.0229, 0.0258, 0.0262, 0.0321, 0.0367, 0.0456, 0.0447, 0.0426, 0.052, 0.0591, 0.0654, 0.0583, 0.0546, 0.05, 0.0544, 0.0592, 0.0621, 0.0672, 0.0716, 0.0671, 0.0751, 0.0695, 0.0817, 0.0804, 0.0429, 0.065, 0.0579, 0.0654, 0.0615, 0.0684, 0.0819, 0.0816, 0.0712, 0.0802, 0.0917, 0.1112, 0.1197, 0.1248, 0.1076, 0.1129, 0.1182, 0.0955, 0.1027, 0.0821, 0.0787, 0.1026, 0.0996, 0.0988, 0.0763, 0.0772, 0.068, 0.055, 0.0613, 0.0361, 0.0439, 0.0706, 0.0772, 0.0867, 0.0867, 0.0955, 0.0919, 0.1004, 0.1031, 0.1021, 0.1066, 0.1044, 0.1058, 0.1103, 0.1067, 0.0856, 0.0801, 0.0823, 0.0622, 0.0776, 0.0917, 0.0969, 0.102, 0.1052, 0.1052, 0.1052, 0.0998, 0.0973, 0.0882, 0.0882, 0.0861, 0.0947, 0.1043, 0.1054, 0.0991, 0.1101, 0.111, 0.1093, 0.0975, 0.1014, 0.1005, 0.1005, 0.0771, 0.0917, 0.0996, 0.1031, 0.108, 0.118, 0.1217, 0.115, 0.1016, 0.1092, 0.0921, 0.073, 0.0576, 0.0799, 0.0882, 0.0832, 0.0861, 0.064]}
{"unit_id": "quote:1964092522361246003", "ticker_idx": 0, "ts": "2025-09-05T22:25:23+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Robinhood $HOOD to join S&P 500.", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Shares news of HOOD joining S&P 500; index inclusion is a bullish catalyst.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Robinhood $HOOD to join S&amp;P 500.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Robinhood $HOOD to join S&amp;P 500. https://t.co/OaXDFcS7EN", "parent_author": null, "ret_m1d": -0.13668143712606018, "ret_signed_m1d": -0.13668143712606018, "alpha_spy_m1d": -0.1342308793756921, "alpha_c_m1d": -0.13592817544169644, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010402466178388803, "ret_signed_p1d": 0.010402466178388803, "alpha_spy_p1d": 0.00809058155823772, "alpha_c_p1d": 0.006071813256529168, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": -0.02089015154964924, "ret_signed_p1w": -0.02089015154964924, "alpha_spy_p1w": -0.03950830329172328, "alpha_c_p1w": -0.03162254408513021, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 0.23635744806638304, "ret_signed_p1m": 0.23635744806638304, "alpha_spy_p1m": 0.20222664278162417, "alpha_c_p1m": 0.22059759725698225, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.16882676720536471, "ret_signed_p3m": 0.16882676720536471, "alpha_spy_p3m": 0.11109594468633222, "alpha_c_p3m": 0.1551448595415197, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": -0.3513813055372179, "ret_signed_p6m": -0.3513813055372179, "alpha_spy_p6m": -0.40594433157133847, "alpha_c_p6m": -0.32216179828429337, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23635744806638304, "alpha_spy_stated": 0.20222664278162417, "alpha_c_stated": 0.22059759725698225, "price_path": [-0.3615, -0.3704, -0.381, -0.3456, -0.3609, -0.3319, -0.3319, -0.3307, -0.349, -0.3007, -0.2944, -0.2793, -0.292, -0.2017, -0.2127, -0.1646, -0.1951, -0.1951, -0.2031, -0.2218, -0.1939, -0.1584, -0.1615, -0.1477, -0.1513, -0.1196, -0.1009, -0.0643, -0.1103, -0.1316, -0.1296, -0.1309, -0.106, -0.0896, -0.119, -0.0953, -0.1213, -0.1482, -0.093, -0.1008, -0.0992, -0.0516, -0.0226, -0.0312, -0.0272, -0.0738, -0.056, -0.0265, -0.0193, -0.0834, -0.1018, -0.0936, -0.0679, -0.0796, -0.0723, -0.1224, -0.1159, -0.113, -0.113, -0.1402, -0.1403, -0.1225, -0.1367, 0.0, 0.0104, 0.0015, 0.004, -0.0192, -0.0209, 0.0009, 0.0116, 0.031, 0.0639, 0.0649, 0.0761, 0.0812, 0.0458, 0.0384, 0.1658, 0.2208, 0.1864, 0.2423, 0.2677, 0.23, 0.2364, 0.2864, 0.3, 0.1849, 0.1995, 0.1507, 0.1438, 0.1207, 0.1077, 0.1579, 0.1241, 0.0848, 0.1454, 0.1919, 0.2437, 0.247, 0.2347, 0.1773, 0.2515, 0.2541, 0.1664, 0.2149, 0.0836, 0.1115, 0.1586, 0.1249, 0.1339, 0.0362, 0.0445, -0.0112, -0.0254, 0.0075, -0.0944, -0.0851, -0.0197, -0.0146, 0.0931, 0.0931, 0.0956, 0.0508, 0.0739, 0.1395, 0.1688, 0.1251, 0.1633, 0.1571, 0.1567, 0.052, 0.0189, -0.0172, 0.0181, -0.0126, -0.001, 0.0347, 0.0434, 0.0252, 0.0269, 0.0269, 0.0072, 0.0013, -0.0156, -0.0356, -0.0356, -0.0177, 0.0508, 0.0377, -0.0026, -0.0161, -0.0171, 0.002, 0.0252, 0.0204, -0.0591, -0.0728, -0.0728, -0.0981, -0.0969, -0.094, -0.0877, -0.0877, -0.1027, -0.1183, -0.1368, -0.1518, -0.2334, -0.2576, -0.3126, -0.3803, -0.2938, -0.2619, -0.2701, -0.3352, -0.3936, -0.3522, -0.3522, -0.3568, -0.3587, -0.355, -0.351, -0.388, -0.3742, -0.3389, -0.3226, -0.3533, -0.3283, -0.3514]}
{"unit_id": "reply:1946971563514900929", "ticker_idx": 0, "ts": "2025-07-20T16:32:48+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Eth is will be faster", "tweet_type": "prediction", "timeline": "unspecified", "summary": "ETH will move faster/more than BTC from here.", "resolved_tickers": ["ETH-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": "@kysuhno @CaminaDrummer4 Both move. Eth is will be faster.  Lately btc hasnt moved much right", "reply_text": null, "parent_text": "@DeepValueBagger @CaminaDrummer4 Are you seeing BTC not moving while you’re in ETH?", "quoted_text": null, "parent_author": "kysuhno", "ret_m1d": -0.05695823271824574, "ret_signed_m1d": -0.05695823271824574, "alpha_spy_m1d": -0.05506567778184057, "alpha_c_m1d": -0.05506567778184057, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037800761075303946, "ret_signed_p1d": -0.0037800761075303946, "alpha_spy_p1d": -0.003923271546633078, "alpha_c_p1d": -0.003923271546633078, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.006391727310347539, "ret_signed_p1w": 0.006391727310347539, "alpha_spy_p1w": -0.006601958349851111, "alpha_c_p1w": -0.006601958349851111, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.08239760193616918, "ret_signed_p1m": 0.08239760193616918, "alpha_spy_p1m": 0.06483962299600776, "alpha_c_p1m": 0.06483962299600776, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.034910999963736034, "ret_signed_p3m": 0.034910999963736034, "alpha_spy_p3m": -0.018688358238035496, "alpha_c_p3m": -0.018688358238035496, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.1172554710356023, "ret_signed_p6m": -0.1172554710356023, "alpha_spy_p6m": -0.22696035298916895, "alpha_c_p6m": -0.22696035298916895, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08239760193616918, "alpha_spy_stated": 0.06483962299600776, "alpha_c_stated": 0.06483962299600776, "price_path": [-0.5227, -0.5297, -0.5253, -0.522, -0.5219, -0.5234, -0.5113, -0.5104, -0.5165, -0.5177, -0.5186, -0.4137, -0.3768, -0.3367, -0.2878, -0.3065, -0.3233, -0.3261, -0.328, -0.3293, -0.3218, -0.2921, -0.3287, -0.3187, -0.2924, -0.2873, -0.3005, -0.3277, -0.3072, -0.3109, -0.3068, -0.3579, -0.3418, -0.2875, -0.2524, -0.263, -0.2954, -0.3146, -0.3249, -0.3328, -0.3292, -0.3299, -0.3603, -0.3565, -0.3495, -0.3571, -0.358, -0.3559, -0.3393, -0.3607, -0.3167, -0.3115, -0.3334, -0.3243, -0.305, -0.2638, -0.2148, -0.214, -0.1993, -0.1657, -0.1041, -0.0762, -0.057, 0.0, -0.0038, -0.0355, -0.0147, -0.0096, 0.0064, 0.008, 0.0119, -0.0177, -0.0731, -0.0118, -0.0402, -0.0211, 0.0401, 0.0655, 0.1232, 0.2199, 0.2638, 0.2085, 0.1798, 0.1459, 0.0824, 0.1518, 0.1222, 0.2838, 0.162, 0.2224, 0.1966, 0.1976, 0.1586, 0.1464, 0.1493, 0.1826, 0.1423, 0.1444, 0.1447, 0.145, 0.1557, 0.1854, 0.2529, 0.2029, 0.1967, 0.2204, 0.2196, 0.188, 0.1168, 0.1069, 0.1037, 0.0279, 0.0724, 0.1206, 0.1017, 0.1562, 0.1925, 0.1997, 0.2456, 0.1828, 0.2031, 0.161, 0.0212, 0.1281, 0.0962, 0.0595, 0.0349, 0.0184, 0.0578, 0.0301, 0.0119, 0.0246, 0.0455, 0.0948, 0.0582, 0.0372, 0.0109, 0.0222, -0.0428, -0.1251, -0.0899, -0.1199, -0.0872, -0.0518, -0.0925, -0.0931, -0.141, -0.1753, -0.1963, -0.1702, -0.1967, -0.2475, -0.2651, -0.2154, -0.214, -0.1955, -0.199, -0.1943, -0.2559, -0.2034, -0.1519, -0.1672, -0.1964, -0.1696, -0.1175, -0.1164, -0.1399, -0.1805, -0.2124, -0.2124, -0.2476, -0.2488, -0.2087, -0.2012, -0.2126, -0.2173, -0.2285, -0.2226, -0.2202, -0.2104, -0.2116, -0.2027, -0.1698, -0.1428, -0.1242, -0.1585, -0.1751, -0.1808, -0.1783, -0.1173]}
{"unit_id": "orig:1967001163569746425", "ticker_idx": 0, "ts": "2025-09-13T23:03:17+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": "Try to own at least 1 btc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Encourages owning at least 1 BTC; it's not too late to buy, price will keep rising long-term.", "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": "@investinsights4 I know right. It's not too late. Every time period will seem to expensive. $100k looking back at $10k, $10k to $1k.   Or $1m to $100k.  Try to own at least 1 btc.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02014997146906694, "alpha_spy_stated": -0.02492518283620071, "alpha_c_stated": -0.02492518283620071, "price_path": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "orig:1970265898503283094", "ticker_idx": 0, "ts": "2025-09-22T23:16:10+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitmine Technologies $BMNR has Tom Lee, a famous analyst, frequent guest on CNBC. He has the star power to reach to investors, much better than any other ETH treasury", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid weak ETH/crypto treasury stocks (MTPLR, SMLR); BMNR is best-in-class due to Tom Lee reach; long ETH personally.", "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": "Crypto reserve stocks will struggle, let me tell you some insights you won't hear anywhere else.\n\nPrice appreciation comes from new buyers (eg shareholders). Let's understand how a traditional company builds demand. Let's talk about $UBER as an example. It was private for 10 years with multiple VC funds, institution investors, and thousands of investor underneath them (eg people with money). Then you have on top of that, Uber is a consumer product that is known to I guess EVERYONE! By the time Uber IPO, there are a lot reach to existing and new investors. The majority of the OG investors are serious investors who believe in the \"dream\", and typically can sustain long periods of draw downs.\n\nIssue #1 - Short history\n\nCrypto reserve have a short history, completely unknown it pivots to a reserve, or converted from a SPAC, or merged.  They essentially build a new base from scratch, first from convertible private investment (PIPE) then to the public at higher price. The idea is every time the price pumps, attracts more buyer, they sell ATM, there's a new set of buyers on the other end on that sell wall, thus building resistance on the way up. \n\nIssue #2 - Reserve means nothing without shareholders.\n\nLike a good product, if no one knows about, then you are out of business. Crypto reserve may boast ETH they buy, without the trust in the company and without reach to new shareholders...the stock won't be priced correctly. My prediction is at some point, the weaker reserve will liquidate.\n\nIssue #3 - Pricing inefficiency\n\nThese stocks attract speculators who goes in and out which contribute greatly to the volatility of the stock. Unless there is a bit Ethereum repricing, these crypto reserve won't be priced correctly (speculation at best). Issue #1 and Issue #2 further drag down / worsen the pricing inefficiencies.\n\nIssue #4 - Lack of differentiation\n\nThere's a lack of differentiation from one treasury to the next. So far people are speculating about price, and mNAV. It doesn't matter! If you don't have Tom Lee or Michael Saylor bullposting, there's no reach.  The treasury will loose steam, speculators run off, and people will forget about it.\n\nCaveat\n\nA treasury can be successful if they address Issue #2, reach. Michal Saylor started in 2020 and frequently bullpost, show up in many events, through the bear cycles to build that \"cult\" for Bitcoin, and MSTR. MSTR the stock also had decent shareholder base, and revenue to sustain the effort.  \n\nBitmine Technologies $BMNR has Tom Lee, a famous analyst, frequent guest on CNBC. He has the star power to reach to investors, much better than any other ETH treasury.  I follow a few Bitcoin and Eth treasury and I noticed they have quite low engagement, and low followers could - that should be telling when you have more followers/comments than those running it.\n\nConclusion\n\nIf you buy, stay with best. Don't touch anything else. Yo can see the chart for $MTPLR $SMLR and any 3rd rated treasury. You'll save a lot money avoiding them.\n\nAs for me, I'm happy to have Tom Lee pumping my $ETH bag ($1m) rather than pumping $BMNR.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011194652001154326, "ret_signed_m1d": 0.011194652001154326, "alpha_spy_m1d": 0.0057214805904786115, "alpha_c_m1d": 0.00673029927376434, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.004464352727389986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04716466691638599, "ret_signed_p1d": -0.04716466691638599, "alpha_spy_p1d": -0.04398290989316467, "alpha_c_p1d": -0.04437457215141738, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.002790094764968609, "ret_p1w": -0.046981123923172996, "ret_signed_p1w": -0.046981123923172996, "alpha_spy_p1w": -0.051459190130517474, "alpha_c_p1w": -0.04902735142732917, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.002046227504156173, "ret_p1m": -0.11855392771151163, "ret_signed_p1m": -0.11855392771151163, "alpha_spy_p1m": -0.12547465984318407, "alpha_c_p1m": -0.09381446978727115, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.024739457924240482, "ret_p3m": -0.4243125348519853, "ret_signed_p3m": -0.4243125348519853, "alpha_spy_p3m": -0.453550663230207, "alpha_c_p3m": -0.44440190665726853, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.02008937180528325, "ret_p6m": -0.6069684852969177, "ret_signed_p6m": -0.6069684852969177, "alpha_spy_p6m": -0.6072313660355448, "alpha_c_p6m": -0.5210525708109844, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.08591591448593328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11855392771151163, "alpha_spy_stated": -0.12547465984318407, "alpha_c_stated": -0.09381446978727115, "price_path": [-0.9189, -0.9217, -0.3779, -0.1558, 0.0736, 1.4775, 1.4775, 0.9725, 1.0462, 0.2244, -0.1556, -0.2545, -0.2472, -0.2667, -0.1778, -0.2311, -0.2228, -0.2738, -0.2599, -0.2751, -0.2338, -0.2696, -0.3557, -0.4127, -0.3687, -0.3643, -0.4186, -0.4287, -0.3889, -0.294, -0.2424, -0.0562, 0.0824, 0.1459, 0.131, 0.1094, 0.0609, 0.007, -0.0864, -0.0446, -0.1241, -0.0184, -0.0897, -0.0833, -0.1553, -0.1637, -0.1995, -0.1995, -0.2202, -0.1767, -0.2257, -0.2285, -0.1964, -0.1815, -0.1631, -0.123, 0.011, -0.0253, 0.0264, 0.0473, 0.1004, 0.1248, 0.0112, 0.0, -0.0472, -0.0903, -0.0732, -0.0233, -0.047, -0.0391, 0.0369, 0.0396, 0.1602, 0.0864, 0.1011, 0.0846, -0.0371, 0.0433, -0.0288, -0.0127, -0.0626, -0.0852, -0.0127, -0.0484, -0.1186, -0.0973, -0.0749, -0.0143, -0.0358, -0.0868, -0.1824, -0.1439, -0.2134, -0.2758, -0.2399, -0.3142, -0.2617, -0.2448, -0.2734, -0.2555, -0.3289, -0.3687, -0.432, -0.4076, -0.4645, -0.5225, -0.5228, -0.4293, -0.4694, -0.4175, -0.4175, -0.3922, -0.4689, -0.4144, -0.3823, -0.3335, -0.3749, -0.3421, -0.2802, -0.2584, -0.2954, -0.3601, -0.4318, -0.4238, -0.4618, -0.4781, -0.4243, -0.4293, -0.4533, -0.4612, -0.4612, -0.4803, -0.4761, -0.4911, -0.5016, -0.5016, -0.4274, -0.3878, -0.4065, -0.4427, -0.4258, -0.4482, -0.4285, -0.4269, -0.4004, -0.4333, -0.428, -0.428, -0.4816, -0.4612, -0.4695, -0.4713, -0.4897, -0.4616, -0.4561, -0.5099, -0.5392, -0.5815, -0.5897, -0.6273, -0.6806, -0.6242, -0.6062, -0.6338, -0.6426, -0.6376, -0.6152, -0.6152, -0.6301, -0.6362, -0.6336, -0.6305, -0.6472, -0.6431, -0.6053, -0.6248, -0.6516, -0.6255, -0.6407, -0.6123, -0.6264, -0.6534, -0.62, -0.6195, -0.6136, -0.6228, -0.6229, -0.5706, -0.5736, -0.607]}
{"unit_id": "orig:1970265898503283094", "ticker_idx": 3, "ts": "2025-09-22T23:16:10+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm happy to have Tom Lee pumping my $ETH bag ($1m)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid weak ETH/crypto treasury stocks (MTPLR, SMLR); BMNR is best-in-class due to Tom Lee reach; long ETH personally.", "resolved_tickers": ["ETH-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": "Crypto reserve stocks will struggle, let me tell you some insights you won't hear anywhere else.\n\nPrice appreciation comes from new buyers (eg shareholders). Let's understand how a traditional company builds demand. Let's talk about $UBER as an example. It was private for 10 years with multiple VC funds, institution investors, and thousands of investor underneath them (eg people with money). Then you have on top of that, Uber is a consumer product that is known to I guess EVERYONE! By the time Uber IPO, there are a lot reach to existing and new investors. The majority of the OG investors are serious investors who believe in the \"dream\", and typically can sustain long periods of draw downs.\n\nIssue #1 - Short history\n\nCrypto reserve have a short history, completely unknown it pivots to a reserve, or converted from a SPAC, or merged.  They essentially build a new base from scratch, first from convertible private investment (PIPE) then to the public at higher price. The idea is every time the price pumps, attracts more buyer, they sell ATM, there's a new set of buyers on the other end on that sell wall, thus building resistance on the way up. \n\nIssue #2 - Reserve means nothing without shareholders.\n\nLike a good product, if no one knows about, then you are out of business. Crypto reserve may boast ETH they buy, without the trust in the company and without reach to new shareholders...the stock won't be priced correctly. My prediction is at some point, the weaker reserve will liquidate.\n\nIssue #3 - Pricing inefficiency\n\nThese stocks attract speculators who goes in and out which contribute greatly to the volatility of the stock. Unless there is a bit Ethereum repricing, these crypto reserve won't be priced correctly (speculation at best). Issue #1 and Issue #2 further drag down / worsen the pricing inefficiencies.\n\nIssue #4 - Lack of differentiation\n\nThere's a lack of differentiation from one treasury to the next. So far people are speculating about price, and mNAV. It doesn't matter! If you don't have Tom Lee or Michael Saylor bullposting, there's no reach.  The treasury will loose steam, speculators run off, and people will forget about it.\n\nCaveat\n\nA treasury can be successful if they address Issue #2, reach. Michal Saylor started in 2020 and frequently bullpost, show up in many events, through the bear cycles to build that \"cult\" for Bitcoin, and MSTR. MSTR the stock also had decent shareholder base, and revenue to sustain the effort.  \n\nBitmine Technologies $BMNR has Tom Lee, a famous analyst, frequent guest on CNBC. He has the star power to reach to investors, much better than any other ETH treasury.  I follow a few Bitcoin and Eth treasury and I noticed they have quite low engagement, and low followers could - that should be telling when you have more followers/comments than those running it.\n\nConclusion\n\nIf you buy, stay with best. Don't touch anything else. Yo can see the chart for $MTPLR $SMLR and any 3rd rated treasury. You'll save a lot money avoiding them.\n\nAs for me, I'm happy to have Tom Lee pumping my $ETH bag ($1m) rather than pumping $BMNR.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06377524791481104, "ret_signed_m1d": 0.06377524791481104, "alpha_spy_m1d": 0.058302076504135325, "alpha_c_m1d": 0.058302076504135325, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.0054731714106757146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008892368544476281, "ret_signed_p1d": -0.008892368544476281, "alpha_spy_p1d": -0.00571061152125496, "alpha_c_p1d": -0.00571061152125496, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.003181757023221321, "ret_p1w": 0.003441536345135665, "ret_signed_p1w": 0.003441536345135665, "alpha_spy_p1w": -0.0010365298622088126, "alpha_c_p1w": -0.0010365298622088126, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": -0.07759286008132682, "ret_signed_p1m": -0.07759286008132682, "alpha_spy_p1m": -0.08451359221299926, "alpha_c_p1m": -0.08451359221299926, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": -0.3273491480039542, "ret_signed_p3m": -0.3273491480039542, "alpha_spy_p3m": -0.3565872763821759, "alpha_c_p3m": -0.3565872763821759, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.4484603705167114, "ret_signed_p6m": -0.4484603705167114, "alpha_spy_p6m": -0.4487232512553385, "alpha_c_p6m": -0.4487232512553385, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": 0.0002628807386271248, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07759286008132682, "alpha_spy_stated": -0.08451359221299926, "alpha_c_stated": -0.08451359221299926, "price_path": [-0.4244, -0.4251, -0.4233, -0.4084, -0.4276, -0.3882, -0.3835, -0.4031, -0.3949, -0.3777, -0.3407, -0.2969, -0.2962, -0.283, -0.2529, -0.1978, -0.1728, -0.1556, -0.1046, -0.108, -0.1364, -0.1177, -0.1132, -0.0988, -0.0974, -0.0939, -0.1204, -0.17, -0.1151, -0.1406, -0.1235, -0.0687, -0.0459, 0.0057, 0.0923, 0.1317, 0.0822, 0.0564, 0.0261, -0.0308, 0.0313, 0.0048, 0.1495, 0.0405, 0.0946, 0.0715, 0.0724, 0.0374, 0.0266, 0.0291, 0.0589, 0.0228, 0.0248, 0.025, 0.0253, 0.0348, 0.0615, 0.1219, 0.0771, 0.0715, 0.0928, 0.0921, 0.0638, 0.0, -0.0089, -0.0118, -0.0796, -0.0397, 0.0034, -0.0135, 0.0353, 0.0678, 0.0742, 0.1154, 0.0591, 0.0773, 0.0396, -0.0856, 0.0101, -0.0184, -0.0513, -0.0733, -0.0881, -0.0528, -0.0776, -0.0939, -0.0825, -0.0638, -0.0197, -0.0525, -0.0713, -0.0948, -0.0847, -0.1429, -0.2166, -0.185, -0.2119, -0.1826, -0.1509, -0.1874, -0.1879, -0.2308, -0.2615, -0.2804, -0.2569, -0.2807, -0.3262, -0.342, -0.2975, -0.2962, -0.2796, -0.2827, -0.2785, -0.3337, -0.2867, -0.2406, -0.2542, -0.2804, -0.2564, -0.2098, -0.2088, -0.2298, -0.2662, -0.2947, -0.2947, -0.3263, -0.3273, -0.2914, -0.2848, -0.2949, -0.2991, -0.3091, -0.3039, -0.3018, -0.293, -0.294, -0.2861, -0.2566, -0.2324, -0.2158, -0.2465, -0.2614, -0.2664, -0.2642, -0.2096, -0.2018, -0.2108, -0.2159, -0.2418, -0.3015, -0.2912, -0.2982, -0.2973, -0.3037, -0.2809, -0.2846, -0.3295, -0.357, -0.4422, -0.47, -0.49, -0.5666, -0.5091, -0.4995, -0.5195, -0.5383, -0.5368, -0.5126, -0.5246, -0.526, -0.5351, -0.5365, -0.5315, -0.5585, -0.5591, -0.5111, -0.5178, -0.5406, -0.5176, -0.5282, -0.494, -0.5071, -0.5292, -0.5258, -0.5153, -0.5119, -0.5067, -0.5021, -0.4406, -0.4485]}
{"unit_id": "reply:1944596774330495122", "ticker_idx": 1, "ts": "2025-07-14T03:16:14+00:00", "symbol": "AVAX-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "AVAX may get decent enterprise use, but not a huge thesis", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SUI as the top non-ETH crypto bet on superior TPS and Move language; lukewarm on AVAX with no strong thesis.", "resolved_tickers": ["AVAX-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": "AVAX is a fork of Ethereum solidity, with a novel consensus algorithm.  It was good in the 2.0 days to kill Ethereum. Solana proved superior when it came to speed and scale.  As market consolidates,  a lot of the \"eth killer\" struggle and are struggling.  AVAX may get decent enterprise use, but not a huge thesis.\nFor non-ETH bet, it's SUI for me... much more superior 285k TPS, move language - proven, better than solidity. Trading volume, TPS, exceeds AVAX, and only second to Ethereum. Solana still #1 on TPS.", "reply_text": null, "parent_text": "@DeepValueBagger AVAX is building something pretty special too. great ceo too", "quoted_text": null, "parent_author": "otium33", "ret_m1d": -0.027725420962240843, "ret_signed_m1d": 0.027725420962240843, "alpha_spy_m1d": 0.02582096966041969, "alpha_c_m1d": 0.02582096966041969, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.0019044513018211529, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05793215166166643, "ret_signed_p1d": -0.05793215166166643, "alpha_spy_p1d": -0.062205364273080876, "alpha_c_p1d": -0.062205364273080876, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.004273212611414445, "ret_p1w": 0.19608298123561596, "ret_signed_p1w": -0.19608298123561596, "alpha_spy_p1w": -0.18974491752390743, "alpha_c_p1w": -0.18974491752390743, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.00633806371170853, "ret_p1m": 0.15909985951941907, "ret_signed_p1m": -0.15909985951941907, "alpha_spy_p1m": -0.13048291567090442, "alpha_c_p1m": -0.13048291567090442, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.028616943848514653, "ret_p3m": 0.3337764467644564, "ret_signed_p3m": -0.3337764467644564, "alpha_spy_p3m": -0.256615649620916, "alpha_c_p3m": -0.256615649620916, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.0771607971435404, "ret_p6m": -0.314286267409276, "ret_signed_p6m": 0.314286267409276, "alpha_spy_p6m": 0.42786957223971, "alpha_c_p6m": 0.42786957223971, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.113583304830434, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15909985951941907, "alpha_spy_stated": -0.13048291567090442, "alpha_c_stated": -0.13048291567090442, "price_path": [-0.1185, -0.1054, -0.1037, -0.0637, 0.0376, 0.0497, 0.0506, 0.0426, 0.0264, 0.0127, -0.0175, 0.0171, -0.0015, -0.075, -0.0589, -0.0823, 0.039, 0.0927, 0.1669, 0.2109, 0.1741, 0.1012, 0.0851, 0.0466, 0.0612, 0.0896, 0.1861, 0.0822, 0.0842, 0.0983, 0.1068, 0.0454, -0.0341, -0.0047, -0.0062, -0.0533, -0.1167, -0.0758, 0.0315, 0.0593, 0.0147, -0.0435, -0.0876, -0.1035, -0.1249, -0.1466, -0.1511, -0.1838, -0.1495, -0.1435, -0.1744, -0.1905, -0.174, -0.1554, -0.1962, -0.1302, -0.1288, -0.1638, -0.154, -0.1372, -0.0833, -0.0279, -0.0277, 0.0, 0.0579, 0.0652, 0.1212, 0.1054, 0.1961, 0.2154, 0.1256, 0.1115, 0.128, 0.1789, 0.1445, 0.0951, 0.0573, 0.013, 0.085, 0.0292, 0.0446, 0.097, 0.1182, 0.0738, 0.1591, 0.1997, 0.1123, 0.1163, 0.1137, 0.0494, 0.1009, 0.07, 0.186, 0.0986, 0.1362, 0.1476, 0.1696, 0.1078, 0.0894, 0.149, 0.1831, 0.1389, 0.1503, 0.1876, 0.2188, 0.3828, 0.371, 0.3617, 0.4024, 0.4135, 0.4927, 0.6556, 0.5867, 0.585, 0.5814, 0.52, 0.3468, 0.3677, 0.431, 0.4099, 0.4428, 0.4578, 0.4737, 0.4432, 0.3135, 0.354, 0.3338, -0.0257, 0.1202, 0.07, 0.0298, -0.0151, -0.0622, -0.0434, -0.081, -0.1063, -0.1008, -0.084, -0.0449, -0.084, -0.0764, -0.148, -0.1451, -0.2175, -0.247, -0.2177, -0.2435, -0.1682, -0.1463, -0.2005, -0.2096, -0.2406, -0.2899, -0.3186, -0.3152, -0.3296, -0.3512, -0.3749, -0.3473, -0.3342, -0.2981, -0.294, -0.3021, -0.3996, -0.3589, -0.3039, -0.3234, -0.3781, -0.359, -0.3137, -0.3355, -0.3689, -0.3839, -0.4201, -0.4199, -0.4437, -0.4627, -0.4244, -0.4171, -0.4277, -0.4312, -0.4324, -0.42, -0.4193, -0.4097, -0.4218, -0.3633, -0.3515, -0.3206, -0.3143]}
{"unit_id": "reply:1970845749719273602", "ticker_idx": 0, "ts": "2025-09-24T13:40:17+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 know. that's why i bought 2000 more shares on Monday.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 shares of IREN on Monday; live long 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": "reply_other", "lang": "en", "tweet_text": "@Jaydef7 i know. that's why i bought 2000 more shares on Monday.", "reply_text": null, "parent_text": "@DeepValueBagger I need more $IREN https://t.co/TxC09ScLMp", "quoted_text": null, "parent_author": "Jaydef7", "ret_m1d": -0.11391597372536189, "ret_signed_m1d": -0.11391597372536189, "alpha_spy_m1d": -0.11710788663991667, "alpha_c_m1d": -0.11671387489975005, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.002797901174388162, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018031363706545678, "ret_signed_p1d": -0.018031363706545678, "alpha_spy_p1d": -0.013417988801112002, "alpha_c_p1d": -0.015419931658228747, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0026114320483169307, "ret_p1w": -0.0012727526383236043, "ret_signed_p1w": -0.0012727526383236043, "alpha_spy_p1w": -0.012390782296518354, "alpha_c_p1w": 0.0028310086074428975, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.004103761245766502, "ret_p1m": 0.18498093622415213, "ret_signed_p1m": 0.18498093622415213, "alpha_spy_p1m": 0.1688561394946131, "alpha_c_p1m": 0.20493990293311104, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.019958966708958914, "ret_p3m": -0.10818834408472677, "ret_signed_p3m": -0.10818834408472677, "alpha_spy_p3m": -0.14714412898355034, "alpha_c_p3m": -0.14369195045092253, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.03550360636619576, "ret_p6m": -0.11624946145925685, "ret_signed_p6m": -0.11624946145925685, "alpha_spy_p6m": -0.11723219716572109, "alpha_c_p6m": -0.033265442634013764, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": -0.08298401882524309, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18498093622415213, "alpha_spy_stated": 0.1688561394946131, "alpha_c_stated": 0.20493990293311104, "price_path": [-0.703, -0.6909, -0.6769, -0.6678, -0.6432, -0.6432, -0.6404, -0.6417, -0.6402, -0.6387, -0.6557, -0.6334, -0.6419, -0.6328, -0.6171, -0.6194, -0.615, -0.6056, -0.5972, -0.6152, -0.6241, -0.6483, -0.665, -0.6576, -0.6583, -0.6733, -0.6504, -0.651, -0.6114, -0.6061, -0.6086, -0.6188, -0.6218, -0.6239, -0.5952, -0.5823, -0.5608, -0.6027, -0.5808, -0.5844, -0.5454, -0.5095, -0.5123, -0.5258, -0.5112, -0.4383, -0.4383, -0.3825, -0.4016, -0.4457, -0.4453, -0.4444, -0.3596, -0.2866, -0.3031, -0.2796, -0.2121, -0.2268, -0.196, -0.2295, -0.1803, -0.1112, -0.1139, 0.0, -0.018, -0.112, -0.0257, -0.0045, -0.0013, -0.0025, 0.0704, 0.2251, 0.3084, 0.2747, 0.3545, 0.2679, 0.3606, 0.4756, 0.4421, 0.3116, 0.2881, 0.2563, 0.1709, 0.0995, 0.185, 0.3343, 0.3787, 0.3241, 0.2817, 0.235, 0.2887, 0.4372, 0.4134, 0.6209, 0.4204, 0.3233, 0.2764, 0.2172, 0.1816, 0.032, -0.0163, 0.0057, 0.0363, -0.0278, -0.0779, -0.1035, 0.0286, 0.007, 0.0278, 0.0278, 0.0142, 0.0286, -0.1277, -0.0675, -0.0146, -0.0515, -0.017, -0.0064, -0.0683, -0.0679, -0.1487, -0.2473, -0.2238, -0.2834, -0.2406, -0.1532, -0.1082, -0.1076, -0.1095, -0.1095, -0.1451, -0.164, -0.1875, -0.1988, -0.1988, -0.0942, 0.0233, -0.0261, -0.0746, -0.031, -0.0235, 0.0677, 0.1241, 0.1218, 0.1008, 0.2266, 0.2266, 0.151, 0.1345, 0.1086, 0.2024, 0.1107, 0.2726, 0.3352, 0.2694, 0.14, 0.126, 0.1538, -0.0467, -0.1559, -0.1126, -0.021, -0.0893, -0.0948, -0.1508, -0.1044, -0.1044, -0.1309, -0.1073, -0.0817, -0.1519, -0.1014, -0.0359, -0.066, -0.0615, -0.1313, -0.122, -0.1759, -0.07, -0.1488, -0.2215, -0.1761, -0.1913, -0.1095, -0.1224, -0.1179, -0.0467, -0.0887, -0.1046, -0.1162]}
{"unit_id": "quote:1968023103612829842", "ticker_idx": 0, "ts": "2025-09-16T18:44:06+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Guess who owns redfin? $rkt Rocket companies and they are number 1 direct to retail mortgage loan company. Easy 1 + 1 = 3", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKT: owns high-traffic Redfin + #1 direct mortgage lender = underappreciated synergy vs OPEN.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "quote", "lang": "en", "tweet_text": "$open has very little web traffic. Redfin has one largest web traffic sitee. Most people use and trust them. Guess who owns redfin? $rkt Rocket companies and they are number 1 direct to retail mortgage loan company.\n\nEasy 1 + 1 = 3", "reply_text": null, "parent_text": null, "quoted_text": "Back of napkin math.\n\nThe U.S. residential real estate agent market generates roughly $90–$100B per year in commissions (not even counting extra fees and costs)\n\nIf $OPEN can capture even a tiny portion of that and pass the savings directly to sellers, the value proposition https://t.co/CM2nP3qqI5", "parent_author": null, "ret_m1d": 0.015888296409868552, "ret_signed_m1d": 0.015888296409868552, "alpha_spy_m1d": 0.014509513159438825, "alpha_c_m1d": 0.014509513159438825, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.001378783250429727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018777052530235094, "ret_signed_p1d": 0.018777052530235094, "alpha_spy_p1d": 0.020019509591927, "alpha_c_p1d": 0.020019509591927, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.001242457061691904, "ret_p1w": -0.05536830010518423, "ret_signed_p1w": -0.05536830010518423, "alpha_spy_p1w": -0.06301799453536183, "alpha_c_p1w": -0.06301799453536183, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.0076496944301776, "ret_p1m": -0.19451135418811327, "ret_signed_p1m": -0.19451135418811327, "alpha_spy_p1m": -0.20513881276968327, "alpha_c_p1m": -0.20513881276968327, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.010627458581569993, "ret_p3m": -0.09918157572890196, "ret_signed_p3m": -0.09918157572890196, "alpha_spy_p3m": -0.1350150733923291, "alpha_c_p3m": -0.1350150733923291, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03583349766342714, "ret_p6m": -0.270582605458378, "ret_signed_p6m": -0.270582605458378, "alpha_spy_p6m": -0.30120251467336456, "alpha_c_p6m": -0.30120251467336456, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.030619909214986585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19451135418811327, "alpha_spy_stated": -0.20513881276968327, "alpha_c_stated": -0.20513881276968327, "price_path": [-0.3361, -0.3067, -0.2927, -0.2802, -0.3101, -0.3024, -0.3154, -0.3173, -0.3028, -0.2985, -0.3144, -0.3144, -0.3495, -0.3385, -0.3284, -0.3361, -0.3414, -0.3284, -0.3592, -0.3452, -0.3365, -0.3264, -0.2759, -0.2297, -0.2195, -0.2845, -0.2778, -0.2759, -0.2682, -0.2942, -0.2889, -0.2037, -0.1873, -0.1319, -0.1276, -0.155, -0.1907, -0.1762, -0.1204, -0.0554, -0.0987, -0.1078, -0.1416, -0.1122, -0.1449, -0.1536, -0.0751, -0.0982, -0.0881, -0.1295, -0.1387, -0.1444, -0.1444, -0.1738, -0.1391, -0.078, -0.0246, -0.014, -0.0149, 0.0063, 0.0164, 0.0159, 0.0159, 0.0, 0.0188, 0.0178, -0.0125, -0.0457, -0.0554, -0.0568, -0.0828, -0.0607, -0.0303, -0.0669, -0.0568, -0.1156, -0.143, -0.1844, -0.2162, -0.2191, -0.2171, -0.2109, -0.2075, -0.1854, -0.1945, -0.2032, -0.1979, -0.1753, -0.1796, -0.1651, -0.1521, -0.1396, -0.1257, -0.157, -0.2181, -0.2325, -0.1979, -0.1868, -0.1931, -0.2152, -0.2484, -0.222, -0.1777, -0.1406, -0.1367, -0.1743, -0.1791, -0.2094, -0.183, -0.1921, -0.2215, -0.1603, -0.1276, -0.0534, -0.0496, -0.0496, -0.038, -0.0221, -0.0491, -0.051, -0.0664, -0.0838, -0.0944, -0.0857, -0.0737, -0.0679, -0.0992, -0.1237, -0.1228, -0.1257, -0.1021, -0.0814, -0.0741, -0.0814, -0.0636, -0.0636, -0.0655, -0.0674, -0.0342, -0.0679, -0.0679, -0.0429, 0.0159, 0.0212, 0.0246, 0.0226, 0.1213, 0.116, 0.0958, 0.0915, 0.1286, 0.1189, 0.1189, 0.0616, 0.0217, 0.0351, 0.0144, 0.0212, 0.0125, -0.0005, 0.0, -0.1367, -0.0963, -0.0202, -0.0371, -0.0756, -0.091, -0.0558, -0.025, -0.105, -0.1454, -0.1006, -0.1006, -0.1156, -0.1117, -0.1165, -0.1343, -0.1772, -0.1473, -0.1656, -0.1444, -0.1242, -0.1916, -0.209, -0.1993, -0.246, -0.2802, -0.2494, -0.2537, -0.2706]}
{"unit_id": "quote:1946699353063600450", "ticker_idx": 0, "ts": "2025-07-19T22:31:08+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added $75k leverage on Ethereum. $eth", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed $75k leveraged long position in Ethereum.", "resolved_tickers": ["ETH-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": "Added $75k leverage on Ethereum. $eth", "reply_text": null, "parent_text": null, "quoted_text": "TOM LEE’S 2025 FORECASTS FOR ETHEREUM\n\nChairman of $BMNR, sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer 1 usage premiums. https://t.co/dXv9N7Zac1", "parent_author": null, "ret_m1d": -0.05695823271824574, "ret_signed_m1d": -0.05695823271824574, "alpha_spy_m1d": -0.05506567778184057, "alpha_c_m1d": -0.05506567778184057, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037800761075303946, "ret_signed_p1d": -0.0037800761075303946, "alpha_spy_p1d": -0.003923271546633078, "alpha_c_p1d": -0.003923271546633078, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.006391727310347539, "ret_signed_p1w": 0.006391727310347539, "alpha_spy_p1w": -0.006601958349851111, "alpha_c_p1w": -0.006601958349851111, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.08239760193616918, "ret_signed_p1m": 0.08239760193616918, "alpha_spy_p1m": 0.06483962299600776, "alpha_c_p1m": 0.06483962299600776, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.034910999963736034, "ret_signed_p3m": 0.034910999963736034, "alpha_spy_p3m": -0.018688358238035496, "alpha_c_p3m": -0.018688358238035496, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.1172554710356023, "ret_signed_p6m": -0.1172554710356023, "alpha_spy_p6m": -0.22696035298916895, "alpha_c_p6m": -0.22696035298916895, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08239760193616918, "alpha_spy_stated": 0.06483962299600776, "alpha_c_stated": 0.06483962299600776, "price_path": [-0.5227, -0.5297, -0.5253, -0.522, -0.5219, -0.5234, -0.5113, -0.5104, -0.5165, -0.5177, -0.5186, -0.4137, -0.3768, -0.3367, -0.2878, -0.3065, -0.3233, -0.3261, -0.328, -0.3293, -0.3218, -0.2921, -0.3287, -0.3187, -0.2924, -0.2873, -0.3005, -0.3277, -0.3072, -0.3109, -0.3068, -0.3579, -0.3418, -0.2875, -0.2524, -0.263, -0.2954, -0.3146, -0.3249, -0.3328, -0.3292, -0.3299, -0.3603, -0.3565, -0.3495, -0.3571, -0.358, -0.3559, -0.3393, -0.3607, -0.3167, -0.3115, -0.3334, -0.3243, -0.305, -0.2638, -0.2148, -0.214, -0.1993, -0.1657, -0.1041, -0.0762, -0.057, 0.0, -0.0038, -0.0355, -0.0147, -0.0096, 0.0064, 0.008, 0.0119, -0.0177, -0.0731, -0.0118, -0.0402, -0.0211, 0.0401, 0.0655, 0.1232, 0.2199, 0.2638, 0.2085, 0.1798, 0.1459, 0.0824, 0.1518, 0.1222, 0.2838, 0.162, 0.2224, 0.1966, 0.1976, 0.1586, 0.1464, 0.1493, 0.1826, 0.1423, 0.1444, 0.1447, 0.145, 0.1557, 0.1854, 0.2529, 0.2029, 0.1967, 0.2204, 0.2196, 0.188, 0.1168, 0.1069, 0.1037, 0.0279, 0.0724, 0.1206, 0.1017, 0.1562, 0.1925, 0.1997, 0.2456, 0.1828, 0.2031, 0.161, 0.0212, 0.1281, 0.0962, 0.0595, 0.0349, 0.0184, 0.0578, 0.0301, 0.0119, 0.0246, 0.0455, 0.0948, 0.0582, 0.0372, 0.0109, 0.0222, -0.0428, -0.1251, -0.0899, -0.1199, -0.0872, -0.0518, -0.0925, -0.0931, -0.141, -0.1753, -0.1963, -0.1702, -0.1967, -0.2475, -0.2651, -0.2154, -0.214, -0.1955, -0.199, -0.1943, -0.2559, -0.2034, -0.1519, -0.1672, -0.1964, -0.1696, -0.1175, -0.1164, -0.1399, -0.1805, -0.2124, -0.2124, -0.2476, -0.2488, -0.2087, -0.2012, -0.2126, -0.2173, -0.2285, -0.2226, -0.2202, -0.2104, -0.2116, -0.2027, -0.1698, -0.1428, -0.1242, -0.1585, -0.1751, -0.1808, -0.1783, -0.1173]}
{"unit_id": "reply:1945567004385009817", "ticker_idx": 0, "ts": "2025-07-16T19:31:35+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i'm bullish the next 3 months", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA over next 3 months as Elon refocuses on Tesla ahead of November shareholder vote.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ That would be awesome!\n\nElon seems to be focusing on tesla lately, and i think he wants to lube the investors up for the vote in Nov. So i'm bullish the next 3 months.", "reply_text": null, "parent_text": "@DeepValueBagger Woah… I’m retiring before I’m 30 if that happens😂. I’m super bullish because Tesla has mastered logistics + manufacturing. It can basically make anything at huge scales. Also, Tesla is linked to SpaceX and Xai. Hope the political risks are just short terms volatility", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.033854615580709124, "ret_signed_m1d": -0.033854615580709124, "alpha_spy_m1d": -0.030522482098832793, "alpha_c_m1d": -0.03203213375998459, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0018224818207245308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007025863995037018, "ret_signed_p1d": -0.007025863995037018, "alpha_spy_p1d": -0.01314550187255159, "alpha_c_p1d": -0.010443183815197599, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.0034173198201605803, "ret_p1w": 0.03385452070839645, "ret_signed_p1w": 0.03385452070839645, "alpha_spy_p1w": 0.017850393825736166, "alpha_c_p1w": 0.0015950300139770945, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.03225949069441936, "ret_p1m": 0.04324298990852693, "ret_signed_p1m": 0.04324298990852693, "alpha_spy_p1m": 0.010033467668550289, "alpha_c_p1m": -0.00286809130783805, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.04611108121636498, "ret_p3m": 0.3551154154890246, "ret_signed_p3m": 0.3551154154890246, "alpha_spy_p3m": 0.28998088103221376, "alpha_c_p3m": 0.2876688743018183, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06744654118720628, "ret_p6m": 0.35480451892005327, "ret_signed_p6m": 0.35480451892005327, "alpha_spy_p6m": 0.24387447849847144, "alpha_c_p6m": 0.23045192701753114, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.12435259190252212, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04324298990852693, "alpha_spy_stated": 0.010033467668550289, "alpha_c_stated": -0.00286809130783805, "price_path": [-0.2496, -0.2928, -0.2602, -0.2205, -0.1932, -0.1142, -0.1113, -0.0921, -0.1228, -0.1279, -0.1071, -0.1287, -0.144, -0.1413, -0.1146, -0.0728, -0.0102, 0.0385, 0.0809, 0.0658, 0.088, 0.0635, 0.0689, 0.0403, 0.0602, 0.0549, 0.0549, 0.1281, 0.1095, 0.1143, 0.0771, 0.0653, 0.0703, 0.0323, -0.1149, -0.0825, -0.0407, 0.0137, 0.0148, -0.008, 0.0113, 0.0232, -0.0165, 0.0012, 0.0012, 0.0015, 0.084, 0.0584, 0.0183, 0.0128, 0.0061, -0.0125, -0.0652, -0.0187, -0.0196, -0.0196, -0.0862, -0.0742, -0.0802, -0.0367, -0.0254, -0.0148, -0.0339, 0.0, -0.007, 0.0248, 0.0212, 0.0325, 0.0339, -0.0509, -0.0174, 0.0122, -0.0015, -0.0082, -0.0417, -0.0592, -0.0386, -0.0403, -0.0055, 0.0019, 0.0248, 0.054, 0.0596, 0.0551, 0.0432, 0.0276, 0.0419, 0.0238, 0.0069, -0.0048, 0.057, 0.0775, 0.0933, 0.0868, 0.0756, 0.0379, 0.0379, 0.0239, 0.0386, 0.0524, 0.0907, 0.0769, 0.0787, 0.0812, 0.1465, 0.2309, 0.2747, 0.3107, 0.3239, 0.2959, 0.3246, 0.3499, 0.3239, 0.3765, 0.3162, 0.3691, 0.3778, 0.3825, 0.4284, 0.3554, 0.3362, 0.4091, 0.3464, 0.3638, 0.354, 0.2854, 0.3551, 0.3344, 0.3528, 0.3329, 0.3657, 0.391, 0.3759, 0.3647, 0.3958, 0.3483, 0.4065, 0.4317, 0.4347, 0.3682, 0.4193, 0.4561, 0.3811, 0.4365, 0.3862, 0.3353, 0.3841, 0.3667, 0.3386, 0.2497, 0.257, 0.2712, 0.2474, 0.2559, 0.2287, 0.2158, 0.2988, 0.3038, 0.3261, 0.3261, 0.3373, 0.3372, 0.3344, 0.3888, 0.413, 0.4145, 0.3666, 0.3839, 0.4035, 0.3893, 0.4268, 0.4776, 0.5229, 0.4526, 0.5027, 0.4959, 0.5194, 0.5095, 0.509, 0.509, 0.4773, 0.4289, 0.4127, 0.3981, 0.3981, 0.3619, 0.4041, 0.346, 0.3412, 0.3548]}
{"unit_id": "reply:1946313303170454012", "ticker_idx": 0, "ts": "2025-07-18T20:57:06+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New long term position today on csp assignment", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Initiated a new long-term long position in HIMS via CSP assignment.", "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": "reply_other", "lang": "en", "tweet_text": "@hypergrowth102 New long term position today on csp assignment", "reply_text": null, "parent_text": "We will see $HIMS at $20b MC very soon.", "quoted_text": null, "parent_author": "hypergrowth102", "ret_m1d": 0.05840341771240931, "ret_signed_m1d": 0.05840341771240931, "alpha_spy_m1d": 0.06029597264881448, "alpha_c_m1d": 0.06029597264881448, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05063025051822989, "ret_signed_p1d": 0.05063025051822989, "alpha_spy_p1d": 0.05048705507912721, "alpha_c_p1d": 0.05048705507912721, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.2327731551730743, "ret_signed_p1w": 0.2327731551730743, "alpha_spy_p1w": 0.21977946951287564, "alpha_c_p1w": 0.21977946951287564, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": -0.11386551140105661, "ret_signed_p1m": -0.11386551140105661, "alpha_spy_p1m": -0.13142349034121803, "alpha_c_p1m": -0.13142349034121803, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.24264713071445265, "ret_signed_p3m": 0.24264713071445265, "alpha_spy_p3m": 0.18904777251268112, "alpha_c_p3m": 0.18904777251268112, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.32352937405143467, "ret_signed_p6m": -0.32352937405143467, "alpha_spy_p6m": -0.4332342560050013, "alpha_c_p6m": -0.4332342560050013, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11386551140105661, "alpha_spy_stated": -0.13142349034121803, "alpha_c_stated": -0.13142349034121803, "price_path": [-0.4389, -0.4088, -0.4099, -0.4017, -0.2639, -0.3046, -0.2403, -0.1424, -0.1202, 0.0393, 0.0998, 0.0798, 0.0916, 0.1599, 0.3445, 0.284, 0.2307, 0.3582, 0.3097, 0.2859, 0.2185, 0.1244, 0.1519, 0.1519, 0.121, 0.1206, 0.1008, 0.1882, 0.1926, 0.1498, 0.1263, 0.1086, 0.1834, 0.1945, 0.1607, 0.2092, 0.2006, 0.1655, 0.2559, 0.2445, 0.283, 0.283, 0.3492, -0.1181, -0.0977, -0.13, -0.0277, 0.038, 0.0473, 0.0076, -0.0029, 0.008, 0.008, 0.0172, 0.0286, 0.0765, 0.0561, 0.0061, 0.0931, 0.0601, 0.0893, 0.0502, 0.0584, 0.0, 0.0506, 0.2189, 0.2042, 0.2111, 0.2328, 0.2662, 0.3767, 0.3903, 0.3141, 0.3309, 0.1664, 0.0742, 0.0725, 0.0912, 0.05, 0.0076, 0.0153, -0.0099, -0.0332, -0.0525, -0.1139, -0.0887, -0.0765, -0.0637, -0.0968, -0.0473, -0.0754, -0.0731, -0.1103, -0.1103, -0.1275, -0.066, 0.0107, 0.017, 0.0429, 0.004, 0.0038, 0.0874, 0.166, 0.1336, 0.0691, 0.0578, 0.1807, 0.2147, 0.2122, 0.1765, 0.1187, 0.1527, 0.2269, 0.242, 0.1916, 0.183, 0.2158, 0.1038, 0.1504, 0.2179, 0.2221, 0.2237, 0.1334, 0.1498, 0.1349, 0.3185, 0.2426, 0.0458, 0.079, 0.037, -0.0029, 0.0187, 0.0248, 0.0132, -0.0101, -0.0204, -0.0744, -0.045, -0.0674, -0.1011, -0.0813, -0.1277, -0.138, -0.1376, -0.1649, -0.1803, -0.2426, -0.2231, -0.2525, -0.2382, -0.2473, -0.2937, -0.2708, -0.2063, -0.2208, -0.1933, -0.1933, -0.1647, -0.212, -0.2372, -0.2212, -0.1592, -0.1765, -0.1782, -0.1634, -0.2042, -0.2065, -0.2183, -0.2384, -0.2256, -0.2653, -0.2695, -0.2529, -0.2637, -0.2689, -0.2716, -0.2716, -0.2792, -0.2836, -0.3059, -0.3179, -0.3179, -0.2981, -0.2708, -0.255, -0.255, -0.2884, -0.3342, -0.3206, -0.3235]}
{"unit_id": "reply:1941570764131754281", "ticker_idx": 0, "ts": "2025-07-05T18:51:57+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I just swapped all my btc to eth", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Swapped entire BTC position into ETH; long ETH, exited BTC.", "resolved_tickers": ["ETH-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": "@otium33 @fundstrat I just swapped all my btc to eth", "reply_text": null, "parent_text": "hard to ignore $ETH when you literally have:\n\n+ a massive push towards stablecoins (all built on $ETH) \n+ validation from Robinhood (tokenization of real world assets built on $ETH)\n+ @fundstrat building the $MSTR of $ETH (smart guy worth trusting) \n+ Trump has been buying \n+ You", "quoted_text": null, "parent_author": "otium33", "ret_m1d": -0.013564567132179572, "ret_signed_m1d": -0.013564567132179572, "alpha_spy_m1d": -0.02107248786775351, "alpha_c_m1d": -0.02107248786775351, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028506606355380493, "ret_signed_p1d": 0.028506606355380493, "alpha_spy_p1d": 0.029054341650393, "alpha_c_p1d": 0.029054341650393, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0005477352950125081, "ret_p1w": 0.1849528934882283, "ret_signed_p1w": 0.1849528934882283, "alpha_spy_p1w": 0.17829903813369574, "alpha_c_p1w": 0.17829903813369574, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.006653855354532556, "ret_p1m": 0.4203227247757384, "ret_signed_p1m": 0.4203227247757384, "alpha_spy_p1m": 0.40857768526502336, "alpha_c_p1m": 0.40857768526502336, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.7648055688735085, "ret_signed_p3m": 0.7648055688735085, "alpha_spy_p3m": 0.6836118897129624, "alpha_c_p3m": 0.6836118897129624, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.16846297424526568, "ret_signed_p6m": 0.16846297424526568, "alpha_spy_p6m": 0.055247908253552636, "alpha_c_p6m": 0.055247908253552636, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.3629899611969146, "ret_signed_p1y": -0.3629899611969146, "alpha_spy_p1y": -0.5574291305641447, "alpha_c_p1y": -0.5574291305641447, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.19443916936723005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4203227247757384, "alpha_spy_stated": 0.40857768526502336, "alpha_c_stated": 0.40857768526502336, "price_path": [-0.3441, -0.4013, -0.3837, -0.3619, -0.3753, -0.3794, -0.3777, -0.3752, -0.3788, -0.309, -0.2937, -0.304, -0.2974, -0.2926, -0.2925, -0.2946, -0.2768, -0.2754, -0.2844, -0.2862, -0.2876, -0.1323, -0.0777, -0.0183, 0.0539, 0.0264, 0.0015, -0.0026, -0.0054, -0.0074, 0.0037, 0.0476, -0.0065, 0.0083, 0.0472, 0.0547, 0.0353, -0.0051, 0.0252, 0.0198, 0.0258, -0.0498, -0.0259, 0.0545, 0.1064, 0.0906, 0.0428, 0.0143, -0.0009, -0.0127, -0.0074, -0.0084, -0.0534, -0.0477, -0.0374, -0.0486, -0.0499, -0.0469, -0.0222, -0.054, 0.0111, 0.0189, -0.0136, 0.0, 0.0285, 0.0896, 0.1619, 0.1631, 0.185, 0.2347, 0.3258, 0.3672, 0.3956, 0.4799, 0.4743, 0.4273, 0.4581, 0.4657, 0.4893, 0.4917, 0.4975, 0.4537, 0.3717, 0.4624, 0.4203, 0.4486, 0.5392, 0.5768, 0.6622, 0.8053, 0.8703, 0.7885, 0.746, 0.6958, 0.6018, 0.7045, 0.6607, 0.8999, 0.7196, 0.809, 0.7709, 0.7724, 0.7146, 0.6966, 0.7009, 0.75, 0.6904, 0.6937, 0.6941, 0.6945, 0.7102, 0.7543, 0.8542, 0.7801, 0.771, 0.806, 0.8049, 0.7581, 0.6527, 0.638, 0.6333, 0.5212, 0.587, 0.6584, 0.6303, 0.711, 0.7648, 0.7754, 0.8434, 0.7503, 0.7804, 0.7181, 0.5112, 0.6695, 0.6223, 0.568, 0.5316, 0.5071, 0.5654, 0.5245, 0.4975, 0.5163, 0.5472, 0.6202, 0.566, 0.5349, 0.496, 0.5128, 0.4166, 0.2948, 0.3469, 0.3025, 0.3509, 0.4032, 0.343, 0.3421, 0.2712, 0.2205, 0.1894, 0.2281, 0.1888, 0.1136, 0.0876, 0.1611, 0.1632, 0.1906, 0.1854, 0.1924, 0.1011, 0.1789, 0.255, 0.2325, 0.1893, 0.2289, 0.306, 0.3077, 0.2729, 0.2128, 0.1656, 0.1656, 0.1134, 0.1117, 0.171, 0.1821, 0.1653, 0.1583, 0.1418, 0.1505, 0.154, 0.1685]}
{"unit_id": "quote:1961919113472643510", "ticker_idx": 0, "ts": "2025-08-30T22:29:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there's a high likelihood of a big event in Sept esp the proxy vote disclosures. Extending my prediction to mid to end of Sept", "tweet_type": "prediction", "timeline": "weeks", "summary": "Extends prior TSLA bullish price targets ($352.50/$420) to mid-to-end of September on expected proxy vote disclosure catalyst.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Ok. Wrong about $TSLA timing but a lot people get it wrong too so I won't beat myself up...\n\nBased on historical announcement dates, there's a high likelihood of a big event in Sept esp the proxy vote disclosures. \n\nExtending my prediction to mid to end of Sept. https://t.co/ueLAAvV5bb", "reply_text": null, "parent_text": null, "quoted_text": "Prediction update on $TSLA: $352.50 / $420 \n\nThe price just broke the double bottom (W) neckline.  In theory, people who sold lower don't want to miss this leg up and will start buying back.  Let's see... 🍿🍿 https://t.co/kzKEoUmxwF", "parent_author": null, "ret_m1d": 0.013693253480112189, "ret_signed_m1d": 0.013693253480112189, "alpha_spy_m1d": 0.006227582621760597, "alpha_c_m1d": 0.0061718531597425574, "bench_spy_m1d": 0.007465670858351592, "bench_c_m1d": 0.007521400320369631, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014361219324440011, "ret_signed_p1d": 0.014361219324440011, "alpha_spy_p1d": 0.008941576777961702, "alpha_c_p1d": 0.010317889191237883, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": 0.004043330133202128, "ret_p1w": 0.0534673811402544, "ret_signed_p1w": 0.0534673811402544, "alpha_spy_p1w": 0.03775523692899263, "alpha_c_p1w": 0.028772775277863705, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.024694605862390695, "ret_p1m": 0.3950085374355523, "ret_signed_p1m": 0.3950085374355523, "alpha_spy_p1m": 0.3481013046946271, "alpha_c_p1m": 0.3447701989722036, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.050238338463348686, "ret_p3m": 0.306078554043431, "ret_signed_p3m": 0.306078554043431, "alpha_spy_p3m": 0.23577278808543656, "alpha_c_p3m": 0.2762230011917932, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.029855552851637768, "ret_p6m": 0.2673063288211741, "ret_signed_p6m": 0.2673063288211741, "alpha_spy_p6m": 0.1785068880766234, "alpha_c_p6m": 0.24535966850128577, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.021946660319888345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3950085374355523, "alpha_spy_stated": 0.3481013046946271, "alpha_c_stated": 0.3447701989722036, "price_path": [-0.1356, -0.1039, -0.0631, -0.0099, -0.0089, -0.0311, -0.0123, -0.0007, -0.0395, -0.0222, -0.0222, -0.0219, 0.0587, 0.0337, -0.0055, -0.0109, -0.0174, -0.0355, -0.087, -0.0416, -0.0425, -0.0425, -0.1075, -0.0958, -0.1017, -0.0592, -0.0481, -0.0378, -0.0564, -0.0233, -0.0302, 0.0009, -0.0026, 0.0083, 0.0097, -0.0731, -0.0404, -0.0114, -0.0248, -0.0313, -0.064, -0.0812, -0.061, -0.0627, -0.0287, -0.0215, 0.0009, 0.0294, 0.0349, 0.0304, 0.0189, 0.0036, 0.0176, -0.0002, -0.0166, -0.0281, 0.0323, 0.0523, 0.0677, 0.0615, 0.0505, 0.0137, 0.0137, 0.0, 0.0144, 0.0278, 0.0652, 0.0517, 0.0535, 0.056, 0.1198, 0.2021, 0.245, 0.2801, 0.293, 0.2656, 0.2936, 0.3183, 0.293, 0.3444, 0.2855, 0.3371, 0.3457, 0.3503, 0.395, 0.3238, 0.305, 0.3762, 0.3149, 0.3319, 0.3224, 0.2554, 0.3235, 0.3033, 0.3212, 0.3018, 0.3338, 0.3585, 0.3438, 0.3328, 0.3632, 0.3169, 0.3736, 0.3983, 0.4012, 0.3362, 0.3862, 0.4221, 0.3489, 0.4029, 0.3539, 0.3041, 0.3518, 0.3348, 0.3074, 0.2205, 0.2277, 0.2416, 0.2183, 0.2266, 0.2, 0.1874, 0.2685, 0.2734, 0.2952, 0.2952, 0.3061, 0.306, 0.3033, 0.3564, 0.38, 0.3815, 0.3346, 0.3516, 0.3707, 0.3568, 0.3935, 0.4431, 0.4874, 0.4187, 0.4676, 0.461, 0.4839, 0.4743, 0.4738, 0.4738, 0.4428, 0.3956, 0.3797, 0.3654, 0.3654, 0.3301, 0.3714, 0.3145, 0.3098, 0.3232, 0.3511, 0.3631, 0.3578, 0.3335, 0.3316, 0.3283, 0.3283, 0.2729, 0.3099, 0.3643, 0.3634, 0.3214, 0.3083, 0.31, 0.2648, 0.3068, 0.2807, 0.2812, 0.2327, 0.206, 0.2482, 0.2671, 0.291, 0.3003, 0.2663, 0.2674, 0.2674, 0.2468, 0.2488, 0.25, 0.2504, 0.214, 0.243, 0.2673]}
{"unit_id": "quote:1968353646250529179", "ticker_idx": 0, "ts": "2025-09-17T16:37:34+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10,000 shares Rocket Lab $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares each of Rocket Lab and Rocket Companies; both positions disclosed as long.", "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": "Team Rocket $rklb $rkt @HertzyTrades https://t.co/egDHaTxPqO", "reply_text": null, "parent_text": null, "quoted_text": "My rockets are going up together.\n\n10,000 shares Rocket Lab $rklb\n10,000 shares Rocket Co $rkt https://t.co/Cx6bTGkhIH", "parent_author": null, "ret_m1d": -0.01736694815661588, "ret_signed_m1d": -0.01736694815661588, "alpha_spy_m1d": -0.018610950838224394, "alpha_c_m1d": -0.021932305109344075, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": 0.0045653569527281945, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018718833020043624, "ret_signed_p1d": -0.018718833020043624, "alpha_spy_p1d": -0.023391332556397915, "alpha_c_p1d": -0.02937116214459734, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.010652329124553717, "ret_p1w": 0.012687120890671588, "ret_signed_p1w": 0.012687120890671588, "alpha_spy_p1w": 0.0069939924233346495, "alpha_c_p1w": 0.0011812351643836205, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": 0.011505885726287968, "ret_p1m": 0.3935107622380529, "ret_signed_p1m": 0.3935107622380529, "alpha_spy_p1m": 0.3885171512328607, "alpha_c_p1m": 0.38632327776865183, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.007187484469401095, "ret_p3m": 0.15245419586533804, "ret_signed_p3m": 0.15245419586533804, "alpha_spy_p3m": 0.1168990114551407, "alpha_c_p3m": 0.10945711290806259, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.042997082957275445, "ret_p6m": 0.4220049946508553, "ret_signed_p6m": 0.4220049946508553, "alpha_spy_p6m": 0.4057723886178355, "alpha_c_p6m": 0.32043707651702635, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.10156791813382893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3935107622380529, "alpha_spy_stated": 0.3885171512328607, "alpha_c_stated": 0.38632327776865183, "price_path": [-0.3752, -0.3182, -0.3041, -0.3272, -0.2483, -0.2641, -0.256, -0.286, -0.2579, -0.2583, -0.2583, -0.1913, -0.1943, -0.1859, -0.1868, -0.1882, -0.1013, -0.0724, -0.0081, 0.0676, 0.0688, -0.0185, -0.025, 0.0223, 0.001, -0.0135, -0.0618, -0.0892, -0.0341, -0.0449, -0.068, -0.0736, -0.0693, -0.0828, -0.0805, -0.0705, -0.0636, -0.0967, -0.1057, -0.1096, -0.0792, -0.0647, -0.1489, -0.1537, -0.1362, -0.077, -0.0179, 0.001, -0.0381, -0.0035, 0.0108, 0.0108, 0.0256, -0.0946, -0.1059, -0.0466, -0.0073, -0.0218, -0.0397, 0.0073, 0.1094, 0.124, -0.0174, 0.0, -0.0187, -0.006, 0.036, 0.1005, 0.0127, -0.0302, -0.0379, -0.0223, -0.0035, -0.0023, 0.0913, 0.1681, 0.2167, 0.2793, 0.3584, 0.3814, 0.3365, 0.3606, 0.4149, 0.4407, 0.3935, 0.3783, 0.4008, 0.3602, 0.2597, 0.3222, 0.3428, 0.3648, 0.3259, 0.376, 0.2671, 0.3099, 0.2758, 0.1766, 0.1735, 0.0318, 0.074, 0.0795, 0.0657, 0.0393, -0.0589, -0.0528, -0.0992, -0.1102, -0.0928, -0.1789, -0.1618, -0.1171, -0.114, -0.1279, -0.1279, -0.1235, -0.1604, -0.1285, -0.0699, 0.0268, 0.0203, 0.0724, 0.1113, 0.1963, 0.3213, 0.2789, 0.1525, 0.1541, 0.1223, 0.2463, 0.4667, 0.6129, 0.6052, 0.6052, 0.6052, 0.4694, 0.4584, 0.4653, 0.4509, 0.4509, 0.5805, 0.6252, 0.7893, 0.7488, 0.728, 0.7648, 0.8282, 0.8007, 0.9093, 0.8877, 1.0029, 1.0029, 0.8544, 0.8265, 0.8299, 0.849, 0.6739, 0.8095, 0.8421, 0.782, 0.6653, 0.5422, 0.6903, 0.5206, 0.3794, 0.5042, 0.5774, 0.4981, 0.448, 0.3729, 0.4027, 0.4027, 0.4536, 0.5478, 0.5928, 0.4738, 0.4603, 0.4553, 0.4601, 0.511, 0.4372, 0.4761, 0.4586, 0.4956, 0.4559, 0.4582, 0.4867, 0.4337, 0.4967, 0.422]}
{"unit_id": "quote:1968353646250529179", "ticker_idx": 1, "ts": "2025-09-17T16:37:34+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10,000 shares Rocket Co $rkt", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares each of Rocket Lab and Rocket Companies; both positions disclosed as long.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "quote", "lang": "en", "tweet_text": "Team Rocket $rklb $rkt @HertzyTrades https://t.co/egDHaTxPqO", "reply_text": null, "parent_text": null, "quoted_text": "My rockets are going up together.\n\n10,000 shares Rocket Lab $rklb\n10,000 shares Rocket Co $rkt https://t.co/Cx6bTGkhIH", "parent_author": null, "ret_m1d": -0.018430973178675814, "ret_signed_m1d": -0.018430973178675814, "alpha_spy_m1d": -0.019674975860284327, "alpha_c_m1d": -0.019674975860284327, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": 0.0012440026816085137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009452012243807983, "ret_signed_p1d": -0.0009452012243807983, "alpha_spy_p1d": -0.005617700760735089, "alpha_c_p1d": -0.005617700760735089, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.004672499536354291, "ret_p1w": -0.0741965834662438, "ret_signed_p1w": -0.0741965834662438, "alpha_spy_p1w": -0.07988971193358074, "alpha_c_p1w": -0.07988971193358074, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": 0.005693128467336939, "ret_p1m": -0.2178639245555274, "ret_signed_p1m": -0.2178639245555274, "alpha_spy_p1m": -0.22285753556071963, "alpha_c_p1m": -0.22285753556071963, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.0049936110051922444, "ret_p3m": -0.13988653619176028, "ret_signed_p3m": -0.13988653619176028, "alpha_spy_p3m": -0.17544172060195762, "alpha_c_p3m": -0.17544172060195762, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.03555518441019734, "ret_p6m": -0.31096408181263746, "ret_signed_p6m": -0.31096408181263746, "alpha_spy_p6m": -0.32719668784565725, "alpha_c_p6m": -0.32719668784565725, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.016232606033019792, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2178639245555274, "alpha_spy_stated": -0.22285753556071963, "alpha_c_stated": -0.22285753556071963, "price_path": [-0.3195, -0.3058, -0.2935, -0.3228, -0.3152, -0.328, -0.3299, -0.3157, -0.3114, -0.327, -0.327, -0.3615, -0.3507, -0.3407, -0.3483, -0.3535, -0.3407, -0.371, -0.3573, -0.3488, -0.3388, -0.2892, -0.2439, -0.2339, -0.2977, -0.2911, -0.2892, -0.2817, -0.3072, -0.302, -0.2183, -0.2023, -0.1479, -0.1437, -0.1706, -0.2056, -0.1914, -0.1366, -0.0728, -0.1153, -0.1243, -0.1574, -0.1285, -0.1607, -0.1692, -0.0922, -0.1148, -0.1049, -0.1456, -0.1545, -0.1602, -0.1602, -0.189, -0.155, -0.095, -0.0425, -0.0321, -0.0331, -0.0123, -0.0024, -0.0028, -0.0028, -0.0184, 0.0, -0.0009, -0.0307, -0.0633, -0.0728, -0.0742, -0.0997, -0.078, -0.0482, -0.0841, -0.0742, -0.1319, -0.1588, -0.1994, -0.2306, -0.2335, -0.2316, -0.2254, -0.2221, -0.2004, -0.2094, -0.2179, -0.2127, -0.1905, -0.1947, -0.1805, -0.1678, -0.1555, -0.1418, -0.1725, -0.2325, -0.2467, -0.2127, -0.2018, -0.2079, -0.2297, -0.2623, -0.2363, -0.1928, -0.1564, -0.1526, -0.1895, -0.1942, -0.224, -0.198, -0.207, -0.2358, -0.1758, -0.1437, -0.0709, -0.0671, -0.0671, -0.0558, -0.0402, -0.0666, -0.0685, -0.0836, -0.1007, -0.1111, -0.1026, -0.0907, -0.0851, -0.1158, -0.1399, -0.1389, -0.1418, -0.1186, -0.0983, -0.0912, -0.0983, -0.0808, -0.0808, -0.0827, -0.0846, -0.052, -0.0851, -0.0851, -0.0605, -0.0028, 0.0024, 0.0057, 0.0038, 0.1007, 0.0955, 0.0756, 0.0714, 0.1078, 0.0983, 0.0983, 0.0421, 0.0028, 0.0161, -0.0043, 0.0024, -0.0061, -0.0189, -0.0184, -0.1526, -0.1129, -0.0383, -0.0548, -0.0926, -0.1078, -0.0733, -0.043, -0.1215, -0.1612, -0.1172, -0.1172, -0.1319, -0.1281, -0.1328, -0.1503, -0.1923, -0.163, -0.181, -0.1602, -0.1404, -0.2065, -0.2235, -0.2141, -0.2599, -0.2935, -0.2632, -0.2675, -0.284, -0.311]}
{"unit_id": "quote:1966200676163399972", "ticker_idx": 0, "ts": "2025-09-11T18:02:26+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not done loading $iren yet. Csp $32 for next Friday. Assign me 5000 shares please!", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still accumulating IREN; selling cash-secured puts at $32 to add another 5000 shares next week.", "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": "Not done loading $iren yet.\n\nCsp $32 for next Friday.  Assign me 5000 shares please! https://t.co/wybDbe1qmW", "reply_text": null, "parent_text": null, "quoted_text": "$iren fully loaded\n\n8000 shares taxable\n2000 shares in roth\n10,000 shares total https://t.co/4vmmoZ1pqI", "parent_author": null, "ret_m1d": 0.02374437230518045, "ret_signed_m1d": 0.02374437230518045, "alpha_spy_m1d": 0.03198607718236701, "alpha_c_m1d": 0.03984646077499987, "bench_spy_m1d": -0.008241704877186562, "bench_c_m1d": -0.01610208846981942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0337899744873964, "ret_signed_p1d": 0.0337899744873964, "alpha_spy_p1d": 0.034124604896742516, "alpha_c_p1d": 0.03804688718462157, "bench_spy_p1d": -0.000334630409346115, "bench_c_p1d": -0.004256912697225168, "ret_p1w": 0.10563170112281006, "ret_signed_p1w": 0.10563170112281006, "alpha_spy_p1w": 0.09859132504552481, "alpha_c_p1w": 0.10378079158163134, "bench_spy_p1w": 0.007040376077285249, "bench_c_p1w": 0.0018509095411787246, "ret_p1m": 0.8194825946445596, "ret_signed_p1m": 0.8194825946445596, "alpha_spy_p1m": 0.8237397015291346, "alpha_c_p1m": 0.8509149319091728, "bench_spy_p1m": -0.004257106884574924, "bench_c_p1m": -0.03143233726461314, "ret_p3m": 0.4258752611354908, "ret_signed_p3m": 0.4258752611354908, "alpha_spy_p3m": 0.384357067554145, "alpha_c_p3m": 0.43651015788212744, "bench_spy_p3m": 0.041518193581345786, "bench_c_p3m": -0.010634896746636646, "ret_p6m": 0.1171994662907323, "ret_signed_p6m": 0.1171994662907323, "alpha_spy_p6m": 0.0889063994931163, "alpha_c_p6m": 0.1748747827001872, "bench_spy_p6m": 0.028293066797616007, "bench_c_p6m": -0.05767531640945489, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8194825946445596, "alpha_spy_stated": 0.8237397015291346, "alpha_c_stated": 0.8509149319091728, "price_path": [-0.6834, -0.7026, -0.7017, -0.7017, -0.6813, -0.6755, -0.6487, -0.6387, -0.6009, -0.5738, -0.5565, -0.5364, -0.5233, -0.488, -0.488, -0.484, -0.4858, -0.4837, -0.4816, -0.5059, -0.474, -0.4861, -0.4731, -0.4505, -0.4539, -0.4475, -0.4341, -0.4219, -0.4478, -0.4606, -0.4953, -0.5193, -0.5087, -0.5096, -0.5312, -0.4983, -0.4992, -0.4423, -0.4347, -0.4384, -0.453, -0.4572, -0.4603, -0.4192, -0.4006, -0.3697, -0.4298, -0.3985, -0.4037, -0.3476, -0.2962, -0.3002, -0.3195, -0.2986, -0.1939, -0.1939, -0.1139, -0.1412, -0.2046, -0.204, -0.2027, -0.081, 0.0237, 0.0, 0.0338, 0.1306, 0.1096, 0.1537, 0.1056, 0.1763, 0.2755, 0.2715, 0.435, 0.4091, 0.2743, 0.3982, 0.4286, 0.4332, 0.4314, 0.5361, 0.758, 0.8776, 0.8292, 0.9437, 0.8195, 0.9525, 1.1175, 1.0694, 0.8822, 0.8484, 0.8027, 0.6802, 0.5778, 0.7005, 0.9148, 0.9784, 0.9002, 0.8393, 0.7723, 0.8493, 1.0624, 1.0283, 1.326, 1.0384, 0.8989, 0.8317, 0.7467, 0.6956, 0.481, 0.4116, 0.4432, 0.4871, 0.3951, 0.3233, 0.2865, 0.4761, 0.4451, 0.4749, 0.4749, 0.4554, 0.4761, 0.2518, 0.3382, 0.414, 0.361, 0.4107, 0.4259, 0.337, 0.3376, 0.2216, 0.0801, 0.1139, 0.0283, 0.0898, 0.2152, 0.2798, 0.2807, 0.2779, 0.2779, 0.2268, 0.1997, 0.1659, 0.1498, 0.1498, 0.2998, 0.4685, 0.3976, 0.328, 0.3906, 0.4012, 0.5321, 0.6131, 0.6097, 0.5796, 0.7601, 0.7601, 0.6518, 0.628, 0.5909, 0.7254, 0.5939, 0.8262, 0.916, 0.8216, 0.6359, 0.6158, 0.6557, 0.368, 0.2113, 0.2734, 0.4049, 0.3068, 0.2989, 0.2186, 0.2852, 0.2852, 0.2472, 0.281, 0.3178, 0.217, 0.2895, 0.3836, 0.3403, 0.3467, 0.2466, 0.26, 0.1826, 0.3346, 0.2215, 0.1172]}
{"unit_id": "quote:1959012512378363952", "ticker_idx": 0, "ts": "2025-08-22T21:59:14+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA   10,000 shares => currently 2,600 + leaps", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds/building toward 10,000-share targets in TSLA, RKLB, HOOD, and HIMS as part of stated perfect portfolio.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I bet you guys thought I was joking about my perfect portfolio. \nHere's an update...\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt;  10,000  ✅\n$HOOD 10,000 shares =&gt; 10,000 ✅\n$HIMS   10,000 shares -&gt; 4,000 + leaps", "reply_text": null, "parent_text": null, "quoted_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu", "parent_author": null, "ret_m1d": -0.019013260882408844, "ret_signed_m1d": -0.019013260882408844, "alpha_spy_m1d": -0.02343383199307081, "alpha_c_m1d": -0.021033739196243517, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.0020204783138346727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01462783391499567, "ret_signed_p1d": 0.01462783391499567, "alpha_spy_p1d": 0.010440768700861858, "alpha_c_p1d": 0.010028314120673842, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004599519794321827, "ret_p1w": -0.036728248015454934, "ret_signed_p1w": -0.036728248015454934, "alpha_spy_p1w": -0.04074414601131915, "alpha_c_p1w": -0.03290238778355936, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": -0.0038258602318955726, "ret_p1m": 0.2286497363082307, "ret_signed_p1m": 0.2286497363082307, "alpha_spy_p1m": 0.19350589821282438, "alpha_c_p1m": 0.20410594194831733, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.024543794359913385, "ret_p3m": 0.14030583966085874, "ret_signed_p3m": 0.14030583966085874, "alpha_spy_p3m": 0.12183149860662246, "alpha_c_p3m": 0.1879347522388486, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.047628912577989846, "ret_p6m": 0.18473744273441728, "ret_signed_p6m": 0.18473744273441728, "alpha_spy_p6m": 0.11579019220631559, "alpha_c_p6m": 0.18336152648425474, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.0013759162501625344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2286497363082307, "alpha_spy_stated": 0.19350589821282438, "alpha_c_stated": 0.20410594194831733, "price_path": [0.0297, 0.0341, -0.0004, -0.0113, -0.0067, -0.042, -0.1786, -0.1485, -0.1097, -0.0592, -0.0582, -0.0793, -0.0614, -0.0504, -0.0873, -0.0708, -0.0708, -0.0705, 0.006, -0.0177, -0.055, -0.0601, -0.0663, -0.0835, -0.1324, -0.0893, -0.0902, -0.0902, -0.1519, -0.1408, -0.1463, -0.106, -0.0955, -0.0857, -0.1033, -0.0719, -0.0784, -0.0489, -0.0523, -0.0418, -0.0405, -0.1192, -0.0881, -0.0606, -0.0733, -0.0795, -0.1106, -0.1269, -0.1077, -0.1093, -0.077, -0.0702, -0.0489, -0.0218, -0.0166, -0.0208, -0.0318, -0.0463, -0.033, -0.0499, -0.0655, -0.0764, -0.019, 0.0, 0.0146, 0.0087, -0.0018, -0.0367, -0.0367, -0.0497, -0.0361, -0.0233, 0.0122, -0.0006, 0.0011, 0.0034, 0.0641, 0.1424, 0.183, 0.2164, 0.2287, 0.2027, 0.2293, 0.2528, 0.2286, 0.2775, 0.2216, 0.2706, 0.2787, 0.2831, 0.3256, 0.2579, 0.2401, 0.3077, 0.2495, 0.2657, 0.2566, 0.193, 0.2576, 0.2384, 0.2555, 0.237, 0.2675, 0.2909, 0.277, 0.2665, 0.2954, 0.2514, 0.3053, 0.3288, 0.3315, 0.2698, 0.3173, 0.3513, 0.2818, 0.3332, 0.2865, 0.2392, 0.2846, 0.2684, 0.2424, 0.1598, 0.1666, 0.1798, 0.1577, 0.1656, 0.1403, 0.1284, 0.2054, 0.21, 0.2308, 0.2308, 0.2411, 0.241, 0.2384, 0.2889, 0.3114, 0.3128, 0.2683, 0.2844, 0.3025, 0.2894, 0.3242, 0.3714, 0.4134, 0.3481, 0.3946, 0.3883, 0.4101, 0.4009, 0.4005, 0.4005, 0.371, 0.3261, 0.3111, 0.2975, 0.2975, 0.2639, 0.3031, 0.2492, 0.2447, 0.2574, 0.2839, 0.2953, 0.2902, 0.2672, 0.2653, 0.2623, 0.2623, 0.2096, 0.2448, 0.2965, 0.2956, 0.2556, 0.2432, 0.2448, 0.2018, 0.2418, 0.217, 0.2174, 0.1714, 0.146, 0.1861, 0.204, 0.2268, 0.2356, 0.2033, 0.2044, 0.2044, 0.1847]}
{"unit_id": "quote:1959012512378363952", "ticker_idx": 1, "ts": "2025-08-22T21:59:14+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   10,000 shares =>  10,000  ✅", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds/building toward 10,000-share targets in TSLA, RKLB, HOOD, and HIMS as part of stated perfect portfolio.", "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 bet you guys thought I was joking about my perfect portfolio. \nHere's an update...\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt;  10,000  ✅\n$HOOD 10,000 shares =&gt; 10,000 ✅\n$HIMS   10,000 shares -&gt; 4,000 + leaps", "reply_text": null, "parent_text": null, "quoted_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu", "parent_author": null, "ret_m1d": -0.06014400845340773, "ret_signed_m1d": -0.06014400845340773, "alpha_spy_m1d": -0.06456457956406969, "alpha_c_m1d": -0.07023566356578814, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019271491399562413, "ret_signed_p1d": 0.019271491399562413, "alpha_spy_p1d": 0.015084426185428601, "alpha_c_p1d": 0.008981762809159521, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": 0.029224845780243758, "ret_signed_p1w": 0.029224845780243758, "alpha_spy_p1w": 0.025208947784379543, "alpha_c_p1w": 0.026586482586883342, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.12049975602741547, "ret_signed_p1m": 0.12049975602741547, "alpha_spy_p1m": 0.08535591793200914, "alpha_c_p1m": 0.10689731732799679, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.16391362724220504, "ret_signed_p3m": -0.16391362724220504, "alpha_spy_p3m": -0.18238796829644133, "alpha_c_p3m": -0.14300979033568262, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": 0.4800931296673894, "ret_signed_p6m": 0.4800931296673894, "alpha_spy_p6m": 0.4111458791392877, "alpha_c_p6m": 0.31654539818978256, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12049975602741547, "alpha_spy_stated": 0.08535591793200914, "alpha_c_stated": 0.10689731732799679, "price_path": [-0.3873, -0.4208, -0.4327, -0.4367, -0.4341, -0.4301, -0.4399, -0.3875, -0.3723, -0.4246, -0.4206, -0.4409, -0.4619, -0.4377, -0.4405, -0.4102, -0.4102, -0.3638, -0.3058, -0.2914, -0.3149, -0.2346, -0.2507, -0.2425, -0.273, -0.2444, -0.2448, -0.2448, -0.1766, -0.1796, -0.1711, -0.172, -0.1734, -0.0849, -0.0555, 0.01, 0.087, 0.0883, -0.0006, -0.0072, 0.0409, 0.0193, 0.0044, -0.0447, -0.0726, -0.0165, -0.0275, -0.051, -0.0568, -0.0523, -0.0661, -0.0637, -0.0536, -0.0466, -0.0803, -0.0894, -0.0934, -0.0625, -0.0476, -0.1334, -0.1383, -0.1205, -0.0601, 0.0, 0.0193, -0.0205, 0.0146, 0.0292, 0.0292, 0.0443, -0.0781, -0.0896, -0.0292, 0.0108, -0.004, -0.0222, 0.0256, 0.1296, 0.1444, 0.0005, 0.0182, -0.0008, 0.0121, 0.0548, 0.1205, 0.0311, -0.0125, -0.0203, -0.0044, 0.0146, 0.0159, 0.1112, 0.1893, 0.2389, 0.3026, 0.3831, 0.4066, 0.3609, 0.3854, 0.4407, 0.467, 0.4189, 0.4034, 0.4263, 0.385, 0.2826, 0.3463, 0.3672, 0.3897, 0.3501, 0.4011, 0.2901, 0.3338, 0.299, 0.198, 0.1948, 0.0506, 0.0936, 0.0991, 0.0851, 0.0582, -0.0417, -0.0356, -0.0828, -0.094, -0.0762, -0.1639, -0.1465, -0.101, -0.0978, -0.112, -0.112, -0.1076, -0.1451, -0.1127, -0.0529, 0.0455, 0.0389, 0.0919, 0.1315, 0.2181, 0.3454, 0.3022, 0.1734, 0.1751, 0.1427, 0.269, 0.4934, 0.6423, 0.6345, 0.6345, 0.6345, 0.4962, 0.485, 0.492, 0.4773, 0.4773, 0.6093, 0.6548, 0.8219, 0.7806, 0.7594, 0.7969, 0.8615, 0.8335, 0.9441, 0.9221, 1.0394, 1.0394, 0.8882, 0.8598, 0.8632, 0.8827, 0.7044, 0.8424, 0.8757, 0.8145, 0.6957, 0.5703, 0.7211, 0.5483, 0.4045, 0.5316, 0.6061, 0.5254, 0.4744, 0.3979, 0.4282, 0.4282, 0.4801]}
{"unit_id": "quote:1959012512378363952", "ticker_idx": 2, "ts": "2025-08-22T21:59:14+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD 10,000 shares => 10,000 ✅", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds/building toward 10,000-share targets in TSLA, RKLB, HOOD, and HIMS as part of stated perfect portfolio.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I bet you guys thought I was joking about my perfect portfolio. \nHere's an update...\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt;  10,000  ✅\n$HOOD 10,000 shares =&gt; 10,000 ✅\n$HIMS   10,000 shares -&gt; 4,000 + leaps", "reply_text": null, "parent_text": null, "quoted_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu", "parent_author": null, "ret_m1d": 0.012784854754539055, "ret_signed_m1d": 0.012784854754539055, "alpha_spy_m1d": 0.00836428364387709, "alpha_c_m1d": 0.006964263299412243, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.005820591455126811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007967394764683222, "ret_signed_p1d": 0.007967394764683222, "alpha_spy_p1d": 0.0037803295505494106, "alpha_c_p1d": 0.00026927997616654764, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.0076981147885166745, "ret_p1w": -0.036223861160572635, "ret_signed_p1w": -0.036223861160572635, "alpha_spy_p1w": -0.04023975915643685, "alpha_c_p1w": -0.04993022518131063, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.013706364020737993, "ret_p1m": 0.16916800161041423, "ret_signed_p1m": 0.16916800161041423, "alpha_spy_p1m": 0.1340241635150079, "alpha_c_p1m": 0.15645731484186598, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.012710686768548252, "ret_p3m": -0.016027453379693024, "ret_signed_p3m": -0.016027453379693024, "alpha_spy_p3m": -0.03450179443392931, "alpha_c_p3m": 0.02118144703956204, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.037208900419255064, "ret_p6m": -0.30109319311570504, "ret_signed_p6m": -0.30109319311570504, "alpha_spy_p6m": -0.3700404436438067, "alpha_c_p6m": -0.2878540096772457, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": -0.013239183438459312, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16916800161041423, "alpha_spy_stated": 0.1340241635150079, "alpha_c_stated": 0.15645731484186598, "price_path": [-0.3965, -0.4075, -0.3872, -0.3702, -0.3356, -0.3305, -0.3282, -0.3063, -0.32, -0.3282, -0.3063, -0.3159, -0.3274, -0.289, -0.3056, -0.2741, -0.2741, -0.2727, -0.2927, -0.2402, -0.2334, -0.217, -0.2308, -0.1326, -0.1446, -0.0923, -0.1254, -0.1254, -0.1341, -0.1544, -0.1241, -0.0856, -0.0889, -0.0739, -0.0778, -0.0435, -0.0231, 0.0167, -0.0334, -0.0564, -0.0543, -0.0557, -0.0286, -0.0108, -0.0428, -0.017, -0.0453, -0.0745, -0.0145, -0.023, -0.0212, 0.0305, 0.062, 0.0526, 0.057, 0.0063, 0.0257, 0.0577, 0.0656, -0.0041, -0.0241, -0.0152, 0.0128, 0.0, 0.008, -0.0465, -0.0394, -0.0362, -0.0362, -0.0658, -0.066, -0.0466, -0.062, 0.0865, 0.0978, 0.0882, 0.0909, 0.0657, 0.0638, 0.0875, 0.0991, 0.1202, 0.156, 0.157, 0.1692, 0.1747, 0.1363, 0.1282, 0.2666, 0.3265, 0.289, 0.3498, 0.3773, 0.3365, 0.3433, 0.3977, 0.4125, 0.2874, 0.3033, 0.2502, 0.2428, 0.2177, 0.2035, 0.2581, 0.2214, 0.1786, 0.2445, 0.2951, 0.3513, 0.3549, 0.3415, 0.2791, 0.3598, 0.3626, 0.2674, 0.32, 0.1773, 0.2077, 0.2588, 0.2223, 0.232, 0.1259, 0.1349, 0.0744, 0.0589, 0.0947, -0.016, -0.0059, 0.0651, 0.0707, 0.1877, 0.1877, 0.1904, 0.1417, 0.1669, 0.2381, 0.27, 0.2224, 0.2639, 0.2573, 0.2568, 0.143, 0.1071, 0.0678, 0.1062, 0.0728, 0.0854, 0.1242, 0.1337, 0.114, 0.1158, 0.1158, 0.0944, 0.0879, 0.0696, 0.0478, 0.0478, 0.0674, 0.1417, 0.1275, 0.0837, 0.069, 0.0679, 0.0888, 0.114, 0.1087, 0.0223, 0.0074, 0.0074, -0.02, -0.0187, -0.0157, -0.0088, -0.0087, -0.025, -0.0421, -0.0621, -0.0784, -0.167, -0.1933, -0.2531, -0.3267, -0.2327, -0.1981, -0.207, -0.2777, -0.3411, -0.2962, -0.2962, -0.3011]}
{"unit_id": "quote:1959012512378363952", "ticker_idx": 3, "ts": "2025-08-22T21:59:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS   10,000 shares -> 4,000 + leaps", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds/building toward 10,000-share targets in TSLA, RKLB, HOOD, and HIMS as part of stated perfect portfolio.", "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": "I bet you guys thought I was joking about my perfect portfolio. \nHere's an update...\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt;  10,000  ✅\n$HOOD 10,000 shares =&gt; 10,000 ✅\n$HIMS   10,000 shares -&gt; 4,000 + leaps", "reply_text": null, "parent_text": null, "quoted_text": "I have been thinking about my perfect portfolio.\n\n$TSLA   10,000 shares =&gt; currently 2,600 + leaps\n$RKLB   10,000 shares =&gt; currently 10,000\n$HOOD 10,000 shares =&gt; currently   9,200\n$HIMS   10,000 shares -&gt; currently csp 20 (2000) https://t.co/1iQ1KejxGu", "parent_author": null, "ret_m1d": 0.036752685616870506, "ret_signed_m1d": 0.036752685616870506, "alpha_spy_m1d": 0.03233211450620854, "alpha_c_m1d": 0.03233211450620854, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05489641087491259, "ret_signed_p1d": 0.05489641087491259, "alpha_spy_p1d": 0.05070934566077878, "alpha_c_p1d": 0.05070934566077878, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.014887257021584888, "ret_signed_p1w": -0.014887257021584888, "alpha_spy_p1w": -0.018903155017449103, "alpha_c_p1w": -0.018903155017449103, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": 0.302628467401288, "ret_signed_p1m": 0.302628467401288, "alpha_spy_p1m": 0.2674846293058817, "alpha_c_p1m": 0.2674846293058817, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.21795771995225022, "ret_signed_p3m": -0.21795771995225022, "alpha_spy_p3m": -0.2364320610064865, "alpha_c_p3m": -0.2364320610064865, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.6215398971265189, "ret_signed_p6m": -0.6215398971265189, "alpha_spy_p6m": -0.6904871476546206, "alpha_c_p6m": -0.6904871476546206, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.302628467401288, "alpha_spy_stated": 0.2674846293058817, "alpha_c_stated": 0.2674846293058817, "price_path": [0.2408, 0.2189, 0.3157, 0.3205, 0.2731, 0.247, 0.2275, 0.3103, 0.3226, 0.2852, 0.3389, 0.3294, 0.2905, 0.3906, 0.378, 0.4206, 0.4206, 0.4938, -0.0235, -0.0009, -0.0368, 0.0765, 0.1493, 0.1596, 0.1156, 0.104, 0.1161, 0.1161, 0.1263, 0.1389, 0.1919, 0.1693, 0.114, 0.2103, 0.1738, 0.2061, 0.1628, 0.1719, 0.1072, 0.1633, 0.3496, 0.3333, 0.341, 0.365, 0.402, 0.5243, 0.5394, 0.455, 0.4736, 0.2915, 0.1893, 0.1875, 0.2082, 0.1626, 0.1156, 0.1242, 0.0963, 0.0705, 0.0491, -0.0188, 0.0091, 0.0226, 0.0368, 0.0, 0.0549, 0.0237, 0.0263, -0.0149, -0.0149, -0.034, 0.0342, 0.1191, 0.1261, 0.1547, 0.1117, 0.1114, 0.204, 0.291, 0.2552, 0.1838, 0.1712, 0.3073, 0.345, 0.3422, 0.3026, 0.2387, 0.2763, 0.3585, 0.3752, 0.3194, 0.3098, 0.3461, 0.2221, 0.2738, 0.3485, 0.3531, 0.355, 0.2549, 0.2731, 0.2566, 0.4599, 0.3759, 0.1579, 0.1947, 0.1482, 0.104, 0.1279, 0.1347, 0.1219, 0.0961, 0.0847, 0.0249, 0.0575, 0.0326, -0.0047, 0.0172, -0.0342, -0.0456, -0.0451, -0.0754, -0.0923, -0.1614, -0.1398, -0.1724, -0.1565, -0.1666, -0.218, -0.1926, -0.1212, -0.1372, -0.1068, -0.1068, -0.0751, -0.1275, -0.1554, -0.1377, -0.0691, -0.0882, -0.09, -0.0737, -0.1189, -0.1214, -0.1344, -0.1568, -0.1426, -0.1866, -0.1912, -0.1728, -0.1847, -0.1905, -0.1935, -0.1935, -0.2019, -0.2068, -0.2314, -0.2447, -0.2447, -0.2228, -0.1926, -0.1752, -0.1752, -0.2121, -0.2629, -0.2477, -0.251, -0.2715, -0.2736, -0.2701, -0.2701, -0.2912, -0.328, -0.2901, -0.311, -0.2957, -0.3096, -0.3331, -0.3052, -0.3699, -0.385, -0.4059, -0.4324, -0.4538, -0.4645, -0.5504, -0.599, -0.6118, -0.6325, -0.6208, -0.6208, -0.6215]}
{"unit_id": "thread:1960500069758533844", "ticker_idx": 0, "ts": "2025-08-27T00:30:15+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BMNR $160 when ETH $16k", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Valuation model implies BMNR reaches $160/share if ETH grows to $16k; bullish on both ETH and BMNR.", "resolved_tickers": ["BMNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "After watching the Tom Lee interview by @amitisinvesting , it inspired me to create the valuation model based on ETH ($) per share of $BMNR.  Take a look at their ETH per share growth (1) and theoretical valuation ETH per share if ETH were to grow.\n\n$BMNR $160 when ETH $16k. https://t.co/aVrMwqNV7I\n\n---\n\nThis model assumes the eth acquired the same which it wont. $bmnr plans to acquire 5% which is only 28%. If we take in account of that we are looking at much higher, but it's harder to model out how many shares dilution.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08516187382102802, "ret_signed_m1d": 0.08516187382102802, "alpha_spy_m1d": 0.08743524224662136, "alpha_c_m1d": 0.08720723068087544, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.0020453568598474137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009993413714478483, "ret_signed_p1d": -0.009993413714478483, "alpha_spy_p1d": -0.013534737847323064, "alpha_c_p1d": -0.011295037185422019, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.001301623470943536, "ret_p1w": -0.02541817110166711, "ret_signed_p1w": -0.02541817110166711, "alpha_spy_p1w": -0.02094883241987533, "alpha_c_p1w": -0.020211893314761253, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.005206277786905855, "ret_p1m": 0.07690642707895967, "ret_signed_p1m": 0.07690642707895967, "alpha_spy_p1m": 0.056424256525078986, "alpha_c_p1m": 0.07939766381070201, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": -0.002491236731742341, "ret_p3m": -0.3243536300629738, "ret_signed_p3m": -0.3243536300629738, "alpha_spy_p3m": -0.361397959077152, "alpha_c_p3m": -0.29238670844282066, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": -0.03196692162015313, "ret_p6m": -0.5662424059796343, "ret_signed_p6m": -0.5662424059796343, "alpha_spy_p6m": -0.6308478318298976, "alpha_c_p6m": -0.5425262068613527, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": -0.0237161991182816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07690642707895967, "alpha_spy_stated": 0.056424256525078986, "alpha_c_stated": 0.07939766381070201, "price_path": [null, null, null, null, -0.8316, -0.8361, -0.8503, -0.8534, -0.8631, -0.8781, -0.8922, -0.8968, -0.8953, -0.8979, -0.8979, -0.8998, -0.9044, -0.904, -0.9051, -0.904, -0.9073, -0.2635, -0.0007, 0.2709, 1.9329, 1.9329, 1.335, 1.4223, 0.4495, -0.0004, -0.1175, -0.1088, -0.1319, -0.0267, -0.0897, -0.0799, -0.1403, -0.1238, -0.1419, -0.093, -0.1353, -0.2372, -0.3048, -0.2527, -0.2474, -0.3118, -0.3237, -0.2766, -0.1642, -0.1032, 0.1173, 0.2813, 0.3565, 0.3389, 0.3133, 0.2559, 0.192, 0.0815, 0.131, 0.0369, 0.1621, 0.0776, 0.0852, 0.0, -0.01, -0.0524, -0.0524, -0.0769, -0.0254, -0.0834, -0.0867, -0.0487, -0.0311, -0.0093, 0.0382, 0.1968, 0.1538, 0.2151, 0.2398, 0.3026, 0.3315, 0.197, 0.1838, 0.128, 0.0769, 0.0971, 0.1562, 0.1282, 0.1375, 0.2275, 0.2307, 0.3735, 0.2861, 0.3035, 0.2839, 0.1399, 0.2351, 0.1497, 0.1688, 0.1097, 0.083, 0.1688, 0.1264, 0.0434, 0.0687, 0.0952, 0.1668, 0.1414, 0.081, -0.0322, 0.0135, -0.0689, -0.1427, -0.1002, -0.1881, -0.126, -0.106, -0.1399, -0.1186, -0.2055, -0.2527, -0.3276, -0.2987, -0.3661, -0.4347, -0.4352, -0.3244, -0.3719, -0.3104, -0.3104, -0.2805, -0.3713, -0.3068, -0.2687, -0.2109, -0.26, -0.2211, -0.1479, -0.1221, -0.166, -0.2424, -0.3274, -0.3179, -0.3628, -0.3822, -0.3185, -0.3244, -0.3528, -0.3622, -0.3622, -0.3848, -0.3798, -0.3976, -0.41, -0.41, -0.3222, -0.2753, -0.2974, -0.3402, -0.3202, -0.3468, -0.3235, -0.3215, -0.2903, -0.3292, -0.3229, -0.3229, -0.3863, -0.3622, -0.372, -0.3741, -0.3959, -0.3626, -0.3561, -0.4198, -0.4545, -0.5045, -0.5143, -0.5589, -0.6219, -0.5552, -0.5339, -0.5665, -0.5769, -0.571, -0.5445, -0.5445, -0.5621, -0.5693, -0.5662]}
{"unit_id": "thread:1960500069758533844", "ticker_idx": 1, "ts": "2025-08-27T00:30:15+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "theoretical valuation ETH per share if ETH were to grow", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Valuation model implies BMNR reaches $160/share if ETH grows to $16k; bullish on both ETH and BMNR.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "After watching the Tom Lee interview by @amitisinvesting , it inspired me to create the valuation model based on ETH ($) per share of $BMNR.  Take a look at their ETH per share growth (1) and theoretical valuation ETH per share if ETH were to grow.\n\n$BMNR $160 when ETH $16k. https://t.co/aVrMwqNV7I\n\n---\n\nThis model assumes the eth acquired the same which it wont. $bmnr plans to acquire 5% which is only 28%. If we take in account of that we are looking at much higher, but it's harder to model out how many shares dilution.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.021546795932624097, "ret_signed_m1d": 0.021546795932624097, "alpha_spy_m1d": 0.023820164358217433, "alpha_c_m1d": 0.023820164358217433, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.002273368425593336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008404036496352241, "ret_signed_p1d": 0.0008404036496352241, "alpha_spy_p1d": -0.002700920483209357, "alpha_c_p1d": -0.002700920483209357, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.003541324132844581, "ret_p1w": -0.011769771252123418, "ret_signed_p1w": -0.011769771252123418, "alpha_spy_p1w": -0.007300432570331639, "alpha_c_p1w": -0.007300432570331639, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.004469338681791779, "ret_p1m": -0.14101791086560278, "ret_signed_p1m": -0.14101791086560278, "alpha_spy_p1m": -0.16150008141948347, "alpha_c_p1m": -0.16150008141948347, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.020482170553880685, "ret_p3m": -0.3443358517975108, "ret_signed_p3m": -0.3443358517975108, "alpha_spy_p3m": -0.381380180811689, "alpha_c_p3m": -0.381380180811689, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": 0.0370443290141782, "ret_p6m": -0.5673926257209055, "ret_signed_p6m": -0.5673926257209055, "alpha_spy_p6m": -0.6319980515711688, "alpha_c_p6m": -0.6319980515711688, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": 0.0646054258502633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14101791086560278, "alpha_spy_stated": -0.16150008141948347, "alpha_c_stated": -0.16150008141948347, "price_path": [-0.4382, -0.4211, -0.4241, -0.4207, -0.4635, -0.4499, -0.4046, -0.3752, -0.3841, -0.4112, -0.4272, -0.4358, -0.4425, -0.4395, -0.4401, -0.4654, -0.4622, -0.4564, -0.4628, -0.4635, -0.4618, -0.4479, -0.4658, -0.429, -0.4247, -0.443, -0.4353, -0.4192, -0.3847, -0.3439, -0.3432, -0.3309, -0.3028, -0.2513, -0.228, -0.2119, -0.1643, -0.1675, -0.194, -0.1766, -0.1723, -0.159, -0.1576, -0.1544, -0.1791, -0.2254, -0.1742, -0.198, -0.182, -0.1308, -0.1096, -0.0614, 0.0194, 0.0562, 0.0099, -0.0141, -0.0424, -0.0955, -0.0375, -0.0622, 0.0728, -0.029, 0.0215, 0.0, 0.0008, -0.0318, -0.042, -0.0395, -0.0118, -0.0454, -0.0436, -0.0434, -0.0432, -0.0343, -0.0094, 0.047, 0.0052, 0.0, 0.0198, 0.0192, -0.0072, -0.0667, -0.075, -0.0777, -0.141, -0.1038, -0.0635, -0.0794, -0.0338, -0.0034, 0.0025, 0.0409, -0.0116, 0.0054, -0.0298, -0.1466, -0.0573, -0.0839, -0.1146, -0.1352, -0.149, -0.1161, -0.1391, -0.1544, -0.1438, -0.1263, -0.0851, -0.1157, -0.1332, -0.1552, -0.1457, -0.2001, -0.2689, -0.2394, -0.2645, -0.2372, -0.2076, -0.2416, -0.2421, -0.2822, -0.3108, -0.3284, -0.3065, -0.3287, -0.3712, -0.3859, -0.3443, -0.3432, -0.3277, -0.3306, -0.3267, -0.3782, -0.3343, -0.2913, -0.304, -0.3284, -0.306, -0.2625, -0.2616, -0.2812, -0.3151, -0.3418, -0.3418, -0.3713, -0.3722, -0.3387, -0.3325, -0.342, -0.3459, -0.3552, -0.3503, -0.3484, -0.3402, -0.3412, -0.3337, -0.3062, -0.2836, -0.2681, -0.2968, -0.3107, -0.3154, -0.3133, -0.2623, -0.2551, -0.2634, -0.2682, -0.2924, -0.3481, -0.3385, -0.345, -0.3442, -0.3502, -0.3289, -0.3324, -0.3742, -0.3999, -0.4794, -0.5054, -0.524, -0.5955, -0.5418, -0.5329, -0.5516, -0.5691, -0.5677, -0.5451, -0.5564, -0.5576, -0.5661, -0.5674]}
{"unit_id": "thread:1966332881212424599", "ticker_idx": 0, "ts": "2025-09-12T02:47:46+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 keep coming back to $IREN as the best choice. They made the pivot early and they made a full pivot with energized power available for AI to land a deal soon.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "IREN is the best BTC miner AI/HPC pivot play; CLSK, RIOT, BITF, MARA are inferior alternatives.", "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": "self_thread", "lang": "en", "tweet_text": "I researched other BTC mining companies like $CLSK, $RIOT, $BITF for their potential to pivot toward lucrative AI/HPC datacenter. I also looked at $MARA separately (no power capacity). But I keep coming to back $IREN as the best choice. They made the pivot early and they made a full pivot with energized power available for AI to land a deal soon. This data comes Perplexity, so please correct if I'm wrong here.\n\n---\n\n@jiahanjimliu @LimaCharlieK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03268553122132101, "ret_signed_m1d": -0.03268553122132101, "alpha_spy_m1d": -0.03302027364566151, "alpha_c_m1d": -0.03696064269485988, "bench_spy_m1d": 0.00033474242434050616, "bench_c_m1d": 0.004275111473538873, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09363958748249068, "ret_signed_p1d": 0.09363958748249068, "alpha_spy_p1d": 0.08831562468414544, "alpha_c_p1d": 0.0958700303344131, "bench_spy_p1d": 0.005323962798345239, "bench_c_p1d": -0.0022304428519224206, "ret_p1w": 0.13780919998067942, "ret_signed_p1w": 0.13780919998067942, "alpha_spy_p1w": 0.1254423166513685, "alpha_c_p1w": 0.12944482326942341, "bench_spy_p1w": 0.012366883329310907, "bench_c_p1w": 0.008364376711256005, "ret_p1m": 0.8886926124498871, "ret_signed_p1m": 0.8886926124498871, "alpha_spy_p1m": 0.8773324908987736, "alpha_c_p1m": 0.9066599327466218, "bench_spy_p1m": 0.011360121551113433, "bench_c_p1m": -0.017967320296734757, "ret_p3m": 0.29328620002898087, "ret_signed_p3m": 0.29328620002898087, "alpha_spy_p3m": 0.2445094601780078, "alpha_c_p3m": 0.2883158032965911, "bench_spy_p3m": 0.04877673985097308, "bench_c_p3m": 0.004970396732389748, "ret_p6m": 0.14369850411293128, "ret_signed_p6m": 0.14369850411293128, "alpha_spy_p6m": 0.1060504010070078, "alpha_c_p6m": 0.20183654948720697, "bench_spy_p6m": 0.03764810310592348, "bench_c_p6m": -0.05813804537427569, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8886926124498871, "alpha_spy_stated": 0.8773324908987736, "alpha_c_stated": 0.9066599327466218, "price_path": [-0.7123, -0.7114, -0.7114, -0.6917, -0.6861, -0.6602, -0.6505, -0.614, -0.5878, -0.571, -0.5515, -0.5389, -0.5047, -0.5047, -0.5009, -0.5027, -0.5006, -0.4985, -0.5221, -0.4912, -0.5029, -0.4903, -0.4685, -0.4717, -0.4655, -0.4526, -0.4408, -0.4658, -0.4782, -0.5118, -0.535, -0.5247, -0.5256, -0.5465, -0.5147, -0.5156, -0.4605, -0.4532, -0.4567, -0.4708, -0.475, -0.4779, -0.4382, -0.4202, -0.3903, -0.4485, -0.4181, -0.4231, -0.369, -0.3192, -0.323, -0.3417, -0.3216, -0.2203, -0.2203, -0.1428, -0.1693, -0.2306, -0.23, -0.2288, -0.111, -0.0097, -0.0327, 0.0, 0.0936, 0.0733, 0.116, 0.0695, 0.1378, 0.2338, 0.23, 0.3881, 0.3631, 0.2326, 0.3525, 0.3819, 0.3863, 0.3846, 0.4859, 0.7005, 0.8163, 0.7694, 0.8802, 0.76, 0.8887, 1.0483, 1.0018, 0.8207, 0.788, 0.7438, 0.6253, 0.5262, 0.6449, 0.8522, 0.9137, 0.838, 0.7792, 0.7144, 0.7889, 0.995, 0.962, 1.25, 0.9717, 0.8369, 0.7718, 0.6896, 0.6402, 0.4326, 0.3654, 0.3961, 0.4385, 0.3495, 0.28, 0.2444, 0.4279, 0.3978, 0.4267, 0.4267, 0.4078, 0.4279, 0.2108, 0.2945, 0.3678, 0.3165, 0.3645, 0.3793, 0.2933, 0.2939, 0.1817, 0.0448, 0.0774, -0.0053, 0.0542, 0.1755, 0.2379, 0.2388, 0.2362, 0.2362, 0.1867, 0.1605, 0.1278, 0.1122, 0.1122, 0.2574, 0.4205, 0.3519, 0.2846, 0.3451, 0.3554, 0.482, 0.5604, 0.5571, 0.528, 0.7026, 0.7026, 0.5978, 0.5748, 0.5389, 0.669, 0.5418, 0.7665, 0.8534, 0.7621, 0.5825, 0.563, 0.6016, 0.3233, 0.1717, 0.2317, 0.359, 0.2641, 0.2565, 0.1787, 0.2432, 0.2432, 0.2064, 0.2391, 0.2747, 0.1773, 0.2473, 0.3383, 0.2965, 0.3027, 0.2058, 0.2188, 0.144, 0.2909, 0.1815, 0.0807, 0.1437]}
{"unit_id": "quote:1960493502585823426", "ticker_idx": 0, "ts": "2025-08-27T00:04:09+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The price just broke the double bottom (W) neckline. In theory, people who sold lower don't want to miss this leg up and will start buying back.", "tweet_type": "prediction", "timeline": "weeks", "summary": "TSLA broke double-bottom neckline; expects a leg up toward $420 target as sellers buy back in.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Prediction update on $TSLA: $352.50 / $420 \n\nThe price just broke the double bottom (W) neckline.  In theory, people who sold lower don't want to miss this leg up and will start buying back.  Let's see... 🍿🍿 https://t.co/kzKEoUmxwF", "reply_text": null, "parent_text": null, "quoted_text": "Prediction update on $TLSA:  $340 / $420 by Sept 1.\n\n5 trading days left for a miracle rally to $420. Most likely it won't happen. I'll be happy with $360 or above.", "parent_author": null, "ret_m1d": 0.005921073478488026, "ret_signed_m1d": 0.005921073478488026, "alpha_spy_m1d": 0.008194441904081362, "alpha_c_m1d": 0.006135073458489293, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.00021399998000126708, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010354676927882056, "ret_signed_p1d": -0.010354676927882056, "alpha_spy_p1d": -0.013896001060726637, "alpha_c_p1d": -0.01206588734281977, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.0017112104149377139, "ret_p1w": -0.044365015717512724, "ret_signed_p1w": -0.044365015717512724, "alpha_spy_p1w": -0.039895677035720944, "alpha_c_p1w": -0.03234358493193479, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.012021430785577936, "ret_p1m": 0.21106981480736264, "ret_signed_p1m": 0.21106981480736264, "alpha_spy_p1m": 0.19058764425348196, "alpha_c_p1m": 0.19872057526053477, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.012349239546827873, "ret_p3m": 0.19502285894009197, "ret_signed_p3m": 0.19502285894009197, "alpha_spy_p3m": 0.15797852992591377, "alpha_c_p3m": 0.21571579521717388, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": -0.020692936277081908, "ret_p6m": 0.17766013806410497, "ret_signed_p6m": 0.17766013806410497, "alpha_spy_p6m": 0.11305471221384167, "alpha_c_p6m": 0.1793647041513512, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": -0.0017045660872462287, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21106981480736264, "alpha_spy_stated": 0.19058764425348196, "alpha_c_stated": 0.19872057526053477, "price_path": [-0.009, -0.0198, -0.0152, -0.0502, -0.1856, -0.1558, -0.1173, -0.0672, -0.0663, -0.0872, -0.0695, -0.0586, -0.0951, -0.0788, -0.0788, -0.0785, -0.0026, -0.0261, -0.0631, -0.0681, -0.0743, -0.0914, -0.1398, -0.0971, -0.098, -0.098, -0.1592, -0.1481, -0.1537, -0.1136, -0.1032, -0.0935, -0.111, -0.0799, -0.0864, -0.0571, -0.0604, -0.05, -0.0487, -0.1267, -0.0959, -0.0687, -0.0812, -0.0874, -0.1182, -0.1344, -0.1154, -0.1169, -0.0849, -0.0782, -0.0571, -0.0302, -0.0251, -0.0292, -0.0401, -0.0545, -0.0413, -0.058, -0.0735, -0.0844, -0.0274, -0.0086, 0.0059, 0.0, -0.0104, -0.045, -0.045, -0.0579, -0.0444, -0.0317, 0.0035, -0.0092, -0.0075, -0.0052, 0.0549, 0.1326, 0.1729, 0.206, 0.2181, 0.1924, 0.2187, 0.242, 0.2181, 0.2666, 0.2111, 0.2597, 0.2678, 0.2721, 0.3142, 0.2471, 0.2295, 0.2965, 0.2388, 0.2548, 0.2458, 0.1828, 0.2469, 0.2278, 0.2447, 0.2264, 0.2566, 0.2798, 0.266, 0.2556, 0.2843, 0.2406, 0.2941, 0.3174, 0.3201, 0.2589, 0.3059, 0.3397, 0.2708, 0.3217, 0.2755, 0.2286, 0.2735, 0.2575, 0.2317, 0.1499, 0.1566, 0.1697, 0.1477, 0.1556, 0.1305, 0.1187, 0.195, 0.1997, 0.2202, 0.2202, 0.2305, 0.2304, 0.2278, 0.2779, 0.3001, 0.3015, 0.2574, 0.2734, 0.2913, 0.2783, 0.3128, 0.3596, 0.4013, 0.3366, 0.3826, 0.3764, 0.398, 0.3889, 0.3884, 0.3884, 0.3592, 0.3148, 0.2999, 0.2864, 0.2864, 0.2531, 0.292, 0.2384, 0.234, 0.2466, 0.2729, 0.2842, 0.2792, 0.2563, 0.2545, 0.2514, 0.2514, 0.1992, 0.2341, 0.2854, 0.2845, 0.2449, 0.2326, 0.2342, 0.1915, 0.2311, 0.2066, 0.207, 0.1614, 0.1362, 0.1759, 0.1937, 0.2163, 0.225, 0.193, 0.1941, 0.1941, 0.1746, 0.1765, 0.1777]}
{"unit_id": "reply:1965047315359793198", "ticker_idx": 0, "ts": "2025-09-08T13:39:23+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "yes, i'm growing more confident about their execution esp after the last quarter earnings, and the technical team like Denis", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Growing confidence in IREN's execution after last quarter earnings and technical team.", "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": "@Wuteang yes, i'm growing more confident about their execution esp after the last quarter earnings, and the technical team like Denis.", "reply_text": null, "parent_text": "@DeepValueBagger Did your views change on IREN?", "quoted_text": null, "parent_author": "Wuteang", "ret_m1d": -0.0015273354223619418, "ret_signed_m1d": -0.0015273354223619418, "alpha_spy_m1d": 0.0009232223280061236, "alpha_c_m1d": -0.0007740737379982043, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15273004652284672, "ret_signed_p1d": 0.15273004652284672, "alpha_spy_p1d": 0.15041816190269564, "alpha_c_p1d": 0.14839939360098708, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": 0.41809845865987616, "ret_signed_p1w": 0.41809845865987616, "alpha_spy_p1w": 0.3994803069178021, "alpha_c_p1w": 0.4073660661243952, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 1.355097329034674, "ret_signed_p1m": 1.355097329034674, "alpha_spy_p1m": 1.320966523749915, "alpha_c_p1m": 1.3393374782252732, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.7735776943775019, "ret_signed_p3m": 0.7735776943775019, "alpha_spy_p3m": 0.7158468718584694, "alpha_c_p3m": 0.7598957867136569, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": 0.4833905185912595, "ret_signed_p6m": 0.4833905185912595, "alpha_spy_p6m": 0.4288274925571389, "alpha_c_p6m": 0.512610025844184, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.355097329034674, "alpha_spy_stated": 1.320966523749915, "alpha_c_stated": 1.3393374782252732, "price_path": [-0.6067, -0.6117, -0.6247, -0.6029, -0.627, -0.6258, -0.6258, -0.6002, -0.593, -0.5594, -0.5468, -0.4994, -0.4654, -0.4437, -0.4185, -0.4021, -0.3578, -0.3578, -0.3528, -0.3551, -0.3524, -0.3498, -0.3803, -0.3402, -0.3555, -0.3391, -0.3108, -0.315, -0.307, -0.2902, -0.2749, -0.3074, -0.3234, -0.3669, -0.3971, -0.3837, -0.3849, -0.412, -0.3708, -0.3719, -0.3005, -0.291, -0.2955, -0.3139, -0.3192, -0.323, -0.2715, -0.2482, -0.2094, -0.2848, -0.2455, -0.252, -0.1817, -0.1172, -0.1222, -0.1464, -0.1203, 0.0111, 0.0111, 0.1115, 0.0771, -0.0023, -0.0015, 0.0, 0.1527, 0.2841, 0.2543, 0.2967, 0.4181, 0.3918, 0.4471, 0.3868, 0.4754, 0.5998, 0.5949, 0.7999, 0.7675, 0.5983, 0.7537, 0.7919, 0.7976, 0.7953, 0.9267, 1.205, 1.3551, 1.2944, 1.438, 1.2822, 1.449, 1.656, 1.5956, 1.3608, 1.3184, 1.2612, 1.1075, 0.979, 1.1329, 1.4017, 1.4815, 1.3834, 1.307, 1.223, 1.3196, 1.5869, 1.5441, 1.9175, 1.5567, 1.3818, 1.2974, 1.1909, 1.1268, 0.8576, 0.7705, 0.8102, 0.8652, 0.7499, 0.6598, 0.6136, 0.8515, 0.8125, 0.8499, 0.8499, 0.8255, 0.8515, 0.5701, 0.6785, 0.7736, 0.7071, 0.7694, 0.7885, 0.677, 0.6777, 0.5323, 0.3547, 0.3971, 0.2898, 0.3669, 0.5242, 0.6052, 0.6063, 0.6029, 0.6029, 0.5388, 0.5048, 0.4624, 0.4422, 0.4422, 0.6304, 0.8419, 0.753, 0.6657, 0.7442, 0.7575, 0.9217, 1.0233, 1.0191, 0.9813, 1.2077, 1.2077, 1.0718, 1.042, 0.9954, 1.1642, 0.9992, 1.2906, 1.4032, 1.2848, 1.0519, 1.0267, 1.0767, 0.7159, 0.5193, 0.5972, 0.7621, 0.6392, 0.6292, 0.5284, 0.6121, 0.6121, 0.5643, 0.6067, 0.6529, 0.5265, 0.6174, 0.7354, 0.6812, 0.6892, 0.5636, 0.5804, 0.4834]}
{"unit_id": "reply:1949716000829472999", "ticker_idx": 0, "ts": "2025-07-28T06:18:13+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my favorite is $HIMS and $TEM right now in term valuation for a new position", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author picks HIMS and TEM as top new position ideas based on valuation.", "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": "reply_other", "lang": "en", "tweet_text": "@RKLBMan my favorite is $HIMS and $TEM right now in term valuation for a new position.", "reply_text": null, "parent_text": "If you were to invest in a *NEW* position, what would it be?  What's #1 on your watch list?", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.01755280800852388, "ret_signed_m1d": -0.01755280800852388, "alpha_spy_m1d": -0.01780394006474606, "alpha_c_m1d": -0.01780394006474606, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027096116978848173, "ret_signed_p1d": 0.027096116978848173, "alpha_spy_p1d": 0.029733778668120103, "alpha_c_p1d": 0.029733778668120103, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.07958415379444705, "ret_signed_p1w": 0.07958415379444705, "alpha_spy_p1w": 0.08864321953087873, "alpha_c_p1w": 0.08864321953087873, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": -0.22716431086792166, "ret_signed_p1m": -0.22716431086792166, "alpha_spy_p1m": -0.24006970820156204, "alpha_c_p1m": -0.24006970820156204, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": -0.17365369075859038, "ret_signed_p3m": -0.17365369075859038, "alpha_spy_p3m": -0.2312452858957359, "alpha_c_p3m": -0.2312452858957359, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.4807430273536155, "ret_signed_p6m": -0.4807430273536155, "alpha_spy_p6m": -0.5506494913202831, "alpha_c_p6m": -0.5506494913202831, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22716431086792166, "alpha_spy_stated": -0.24006970820156204, "alpha_c_stated": -0.24006970820156204, "price_path": [-0.4359, -0.3838, -0.3044, -0.2863, -0.157, -0.1079, -0.1241, -0.1145, -0.0591, 0.0907, 0.0416, -0.0017, 0.1017, 0.0624, 0.0431, -0.0116, -0.0879, -0.0656, -0.0656, -0.0907, -0.091, -0.107, -0.0361, -0.0325, -0.0673, -0.0864, -0.1007, -0.04, -0.031, -0.0585, -0.0191, -0.0261, -0.0545, 0.0187, 0.0095, 0.0407, 0.0407, 0.0944, -0.2846, -0.2681, -0.2943, -0.2113, -0.158, -0.1505, -0.1827, -0.1912, -0.1823, -0.1823, -0.1748, -0.1656, -0.1268, -0.1433, -0.1839, -0.1133, -0.1401, -0.1164, -0.1481, -0.1414, -0.1888, -0.1478, -0.0112, -0.0232, -0.0176, 0.0, 0.0271, 0.1167, 0.1278, 0.066, 0.0796, -0.0539, -0.1287, -0.13, -0.1149, -0.1483, -0.1827, -0.1764, -0.1968, -0.2157, -0.2314, -0.2812, -0.2607, -0.2509, -0.2405, -0.2674, -0.2272, -0.25, -0.2481, -0.2783, -0.2783, -0.2923, -0.2423, -0.1801, -0.175, -0.1541, -0.1856, -0.1858, -0.1179, -0.0542, -0.0804, -0.1328, -0.142, -0.0423, -0.0147, -0.0167, -0.0457, -0.0925, -0.0649, -0.0048, 0.0075, -0.0334, -0.0404, -0.0138, -0.1046, -0.0668, -0.0121, -0.0087, -0.0073, -0.0806, -0.0673, -0.0794, 0.0695, 0.008, -0.1517, -0.1247, -0.1588, -0.1912, -0.1737, -0.1687, -0.1781, -0.197, -0.2054, -0.2491, -0.2253, -0.2435, -0.2708, -0.2548, -0.2924, -0.3008, -0.3004, -0.3226, -0.335, -0.3857, -0.3698, -0.3937, -0.3821, -0.3894, -0.4271, -0.4085, -0.3562, -0.3679, -0.3456, -0.3456, -0.3224, -0.3608, -0.3812, -0.3683, -0.318, -0.332, -0.3333, -0.3214, -0.3545, -0.3563, -0.3659, -0.3822, -0.3718, -0.4041, -0.4075, -0.394, -0.4027, -0.407, -0.4092, -0.4092, -0.4153, -0.4189, -0.4369, -0.4467, -0.4467, -0.4306, -0.4085, -0.3957, -0.3957, -0.4228, -0.46, -0.4489, -0.4513, -0.4663, -0.4678, -0.4652, -0.4652, -0.4807]}
{"unit_id": "reply:1949716000829472999", "ticker_idx": 1, "ts": "2025-07-28T06:18:13+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my favorite is $HIMS and $TEM right now in term valuation for a new position", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author picks HIMS and TEM as top new position ideas based on valuation.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RKLBMan my favorite is $HIMS and $TEM right now in term valuation for a new position.", "reply_text": null, "parent_text": "If you were to invest in a *NEW* position, what would it be?  What's #1 on your watch list?", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.04016125586725061, "ret_signed_m1d": 0.04016125586725061, "alpha_spy_m1d": 0.03991012381102843, "alpha_c_m1d": 0.03991012381102843, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.059838694910849255, "ret_signed_p1d": -0.059838694910849255, "alpha_spy_p1d": -0.057201033221577324, "alpha_c_p1d": -0.057201033221577324, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.07225805713284406, "ret_signed_p1w": -0.07225805713284406, "alpha_spy_p1w": -0.06319899139641239, "alpha_c_p1w": -0.06319899139641239, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.23064521051222275, "ret_signed_p1m": 0.23064521051222275, "alpha_spy_p1m": 0.21773981317858238, "alpha_c_p1m": 0.21773981317858238, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.4037903816469255, "ret_signed_p3m": 0.4037903816469255, "alpha_spy_p3m": 0.34619878650978, "alpha_c_p3m": 0.34619878650978, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": 0.07709675450478826, "ret_signed_p6m": 0.07709675450478826, "alpha_spy_p6m": 0.007190290538120703, "alpha_c_p6m": 0.007190290538120703, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23064521051222275, "alpha_spy_stated": 0.21773981317858238, "alpha_c_stated": 0.21773981317858238, "price_path": [-0.1666, -0.1637, -0.0797, -0.1279, -0.1582, -0.0523, 0.0519, -0.0102, 0.0111, 0.1115, 0.0448, 0.0097, 0.0563, 0.0281, 0.0069, -0.0623, -0.0444, 0.009, 0.009, 0.0624, -0.1419, -0.1221, -0.11, 0.0237, -0.0006, 0.0126, -0.0539, 0.0011, 0.0797, 0.119, 0.1416, 0.1489, 0.1497, 0.1613, 0.1308, 0.1145, 0.1145, 0.1018, 0.0589, 0.1013, 0.056, 0.1023, 0.0729, 0.0248, -0.0412, -0.0455, -0.0166, -0.0166, -0.0644, -0.0563, -0.0579, -0.0387, -0.0826, -0.0674, -0.0985, -0.0327, -0.0218, -0.0165, -0.0644, -0.0148, 0.0461, 0.0216, 0.0402, 0.0, -0.0598, -0.0676, -0.0873, -0.1147, -0.0723, -0.0687, -0.1044, -0.0526, -0.0182, -0.019, 0.07, 0.1231, 0.1547, 0.19, 0.2653, 0.1787, 0.1819, 0.2373, 0.2987, 0.2242, 0.2306, 0.1811, 0.1881, 0.2235, 0.2235, 0.2635, 0.2304, 0.26, 0.2842, 0.2939, 0.3066, 0.2606, 0.4319, 0.3932, 0.3731, 0.4039, 0.3944, 0.4044, 0.4232, 0.385, 0.3569, 0.2779, 0.2473, 0.2658, 0.2673, 0.3018, 0.4192, 0.4403, 0.4784, 0.5013, 0.5002, 0.6653, 0.6013, 0.5547, 0.5237, 0.4495, 0.4824, 0.4681, 0.4158, 0.4911, 0.4371, 0.3753, 0.4038, 0.4392, 0.4771, 0.3966, 0.4329, 0.3915, 0.4492, 0.4308, 0.3627, 0.3268, 0.1627, 0.1542, 0.1577, 0.1542, 0.1468, 0.0958, 0.1045, 0.0708, 0.0769, 0.1144, 0.0595, 0.1337, 0.2268, 0.2394, 0.2453, 0.2453, 0.2569, 0.1947, 0.1931, 0.2082, 0.2311, 0.2365, 0.2426, 0.2239, 0.2108, 0.1913, 0.1389, 0.1076, 0.0985, 0.0422, 0.0034, 0.0397, 0.0632, 0.0439, 0.0365, 0.0365, 0.0113, -0.0085, -0.026, -0.0476, -0.0476, 0.0058, 0.0435, 0.1216, 0.1253, 0.1026, 0.0689, 0.1171, 0.0831, 0.1174, 0.1116, 0.1344, 0.1344, 0.0771]}
{"unit_id": "orig:1958895566164758757", "ticker_idx": 0, "ts": "2025-08-22T14:14:32+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're going to go up from here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Closed covered calls on HOOD, RKLB, TSLA expecting prices to rise from here.", "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": "Closed my covered calls $hood $rklb $tsla. We're going to go up from here. https://t.co/4txzO9SFTz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027625289530707753, "ret_signed_m1d": -0.027625289530707753, "alpha_spy_m1d": -0.012500721948785265, "alpha_c_m1d": -0.011384791224859359, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.016240498305848394, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012623465580592241, "ret_signed_p1d": -0.012623465580592241, "alpha_spy_p1d": -0.008222349914697613, "alpha_c_p1d": -0.00683655735404054, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.005786908226551701, "ret_p1w": -0.04839005607660829, "ret_signed_p1w": -0.04839005607660829, "alpha_spy_p1w": -0.047987163974995695, "alpha_c_p1w": -0.05623019440008703, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": 0.00784013832347874, "ret_p1m": 0.14242590320425497, "ret_signed_p1m": 0.14242590320425497, "alpha_spy_p1m": 0.1061972678178773, "alpha_c_p1m": 0.13108074570112094, "bench_spy_p1m": 0.03622863538637766, "bench_c_p1m": 0.011345157503134029, "ret_p3m": 0.080863556457764, "ret_signed_p3m": 0.080863556457764, "alpha_spy_p3m": 0.05117692101898075, "alpha_c_p3m": 0.11521620105905894, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": -0.034352644601294946, "ret_p6m": -0.30506767807556134, "ret_signed_p6m": -0.30506767807556134, "alpha_spy_p6m": -0.3675959967139638, "alpha_c_p6m": -0.275781543073495, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": -0.029286135002066338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14242590320425497, "alpha_spy_stated": 0.1061972678178773, "alpha_c_stated": 0.13108074570112094, "price_path": [-0.3961, -0.4041, -0.415, -0.3949, -0.3782, -0.3439, -0.3389, -0.3367, -0.315, -0.3286, -0.3367, -0.315, -0.3246, -0.3359, -0.2979, -0.3144, -0.2833, -0.2833, -0.2819, -0.3016, -0.2498, -0.243, -0.2269, -0.2405, -0.1435, -0.1554, -0.1037, -0.1365, -0.1365, -0.1451, -0.1651, -0.1352, -0.0971, -0.1004, -0.0856, -0.0895, -0.0555, -0.0354, 0.0038, -0.0456, -0.0683, -0.0662, -0.0676, -0.0409, -0.0233, -0.0549, -0.0295, -0.0574, -0.0862, -0.027, -0.0353, -0.0336, 0.0175, 0.0486, 0.0393, 0.0436, -0.0064, 0.0127, 0.0444, 0.0521, -0.0166, -0.0364, -0.0276, 0.0, -0.0126, -0.0048, -0.0585, -0.0515, -0.0484, -0.0484, -0.0776, -0.0778, -0.0586, -0.0738, 0.0728, 0.084, 0.0745, 0.0771, 0.0522, 0.0504, 0.0737, 0.0853, 0.106, 0.1414, 0.1424, 0.1544, 0.1599, 0.1219, 0.114, 0.2506, 0.3097, 0.2728, 0.3328, 0.36, 0.3196, 0.3264, 0.3801, 0.3946, 0.2711, 0.2869, 0.2344, 0.2271, 0.2023, 0.1883, 0.2422, 0.206, 0.1637, 0.2288, 0.2787, 0.3342, 0.3378, 0.3246, 0.263, 0.3427, 0.3454, 0.2514, 0.3033, 0.1625, 0.1925, 0.243, 0.2068, 0.2164, 0.1117, 0.1206, 0.0608, 0.0456, 0.0809, -0.0284, -0.0185, 0.0517, 0.0572, 0.1727, 0.1727, 0.1754, 0.1273, 0.1521, 0.2225, 0.2539, 0.207, 0.248, 0.2414, 0.2409, 0.1286, 0.0931, 0.0543, 0.0922, 0.0593, 0.0717, 0.11, 0.1194, 0.0999, 0.1017, 0.1017, 0.0806, 0.0742, 0.0561, 0.0346, 0.0346, 0.0539, 0.1273, 0.1132, 0.07, 0.0555, 0.0544, 0.075, 0.0999, 0.0947, 0.0094, -0.0053, -0.0053, -0.0324, -0.0311, -0.0281, -0.0213, -0.0212, -0.0373, -0.0542, -0.0739, -0.09, -0.1776, -0.2035, -0.2625, -0.3352, -0.2424, -0.2082, -0.217, -0.2868, -0.3494, -0.3051, -0.3051]}
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{"unit_id": "orig:1958895566164758757", "ticker_idx": 2, "ts": "2025-08-22T14:14:32+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We're going to go up from here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Closed covered calls on HOOD, RKLB, TSLA expecting prices to rise from here.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Closed my covered calls $hood $rklb $tsla. We're going to go up from here. https://t.co/4txzO9SFTz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05852776048499264, "ret_signed_m1d": -0.05852776048499264, "alpha_spy_m1d": -0.043403192903070154, "alpha_c_m1d": -0.029055314128066945, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.029472446356925697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019381771561470362, "ret_signed_p1d": 0.019381771561470362, "alpha_spy_p1d": 0.02378288722736499, "alpha_c_p1d": 0.021398175774321015, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.002016404212850653, "ret_p1w": -0.018058334966873257, "ret_signed_p1w": -0.018058334966873257, "alpha_spy_p1w": -0.017655442865260662, "alpha_c_p1w": -0.0122237850028164, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": -0.0058345499640568566, "ret_p1m": 0.27705061316985, "ret_signed_p1m": 0.27705061316985, "alpha_spy_p1m": 0.24082197778347236, "alpha_c_p1m": 0.24486011779185923, "bench_spy_p1m": 0.03622863538637766, "bench_c_p1m": 0.03219049537799079, "ret_p3m": 0.18817087330120819, "ret_signed_p3m": 0.18817087330120819, "alpha_spy_p3m": 0.15848423786242494, "alpha_c_p3m": 0.2233233705491522, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": -0.035152497247944, "ret_p6m": 0.2277285681358474, "ret_signed_p6m": 0.2277285681358474, "alpha_spy_p6m": 0.16520024949744494, "alpha_c_p6m": 0.2271661176248625, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": 0.0005624505109849132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27705061316985, "alpha_spy_stated": 0.24082197778347236, "alpha_c_stated": 0.24486011779185923, "price_path": [0.0673, 0.0497, 0.0542, 0.019, 0.0079, 0.0125, -0.0234, -0.1627, -0.132, -0.0924, -0.0409, -0.0399, -0.0615, -0.0432, -0.032, -0.0696, -0.0528, -0.0528, -0.0525, 0.0255, 0.0014, -0.0366, -0.0419, -0.0482, -0.0657, -0.1156, -0.0716, -0.0725, -0.0725, -0.1355, -0.1241, -0.1298, -0.0886, -0.0779, -0.068, -0.086, -0.0539, -0.0606, -0.0305, -0.0339, -0.0232, -0.0219, -0.1021, -0.0704, -0.0424, -0.0553, -0.0617, -0.0934, -0.1099, -0.0904, -0.092, -0.0591, -0.0522, -0.0305, -0.0029, 0.0024, -0.0019, -0.013, -0.0278, -0.0143, -0.0315, -0.0474, -0.0585, 0.0, 0.0194, 0.0343, 0.0282, 0.0176, -0.0181, -0.0181, -0.0313, -0.0174, -0.0044, 0.0319, 0.0188, 0.0205, 0.0229, 0.0847, 0.1645, 0.206, 0.24, 0.2525, 0.226, 0.2531, 0.2771, 0.2525, 0.3023, 0.2452, 0.2953, 0.3035, 0.308, 0.3513, 0.2823, 0.2642, 0.333, 0.2738, 0.2902, 0.281, 0.2161, 0.282, 0.2624, 0.2798, 0.261, 0.2921, 0.3159, 0.3017, 0.2911, 0.3205, 0.2756, 0.3306, 0.3545, 0.3573, 0.2944, 0.3428, 0.3775, 0.3066, 0.359, 0.3115, 0.2633, 0.3095, 0.293, 0.2664, 0.1823, 0.1892, 0.2027, 0.1801, 0.1882, 0.1624, 0.1502, 0.2287, 0.2335, 0.2546, 0.2546, 0.2652, 0.2651, 0.2624, 0.3139, 0.3368, 0.3382, 0.2928, 0.3093, 0.3278, 0.3143, 0.3498, 0.3979, 0.4408, 0.3743, 0.4216, 0.4153, 0.4374, 0.4281, 0.4276, 0.4276, 0.3976, 0.3518, 0.3365, 0.3227, 0.3227, 0.2884, 0.3284, 0.2734, 0.2688, 0.2817, 0.3088, 0.3204, 0.3153, 0.2917, 0.2899, 0.2867, 0.2867, 0.2331, 0.2689, 0.3216, 0.3207, 0.28, 0.2673, 0.269, 0.2251, 0.2659, 0.2406, 0.241, 0.1941, 0.1682, 0.2091, 0.2274, 0.2506, 0.2596, 0.2266, 0.2277, 0.2277]}
{"unit_id": "reply:1958891221700526481", "ticker_idx": 0, "ts": "2025-08-22T13:57:16+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not selling", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding TEM position; not selling.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 It's nice! Not selling https://t.co/Ivfy1Caq9c", "reply_text": null, "parent_text": "$14,000 profit on take calls on $TEM \nAnd you are laughing? At me? \nStep aside professional my Olympia at work here https://t.co/b2NShQATgt", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": -0.04731740831389897, "ret_signed_m1d": -0.04731740831389897, "alpha_spy_m1d": -0.03219284073197648, "alpha_c_m1d": -0.03219284073197648, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.015124567581922488, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0573769909314239, "ret_signed_p1d": -0.0573769909314239, "alpha_spy_p1d": -0.05297587526552927, "alpha_c_p1d": -0.05297587526552927, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.004401115665894628, "ret_p1w": -0.05787377331089494, "ret_signed_p1w": -0.05787377331089494, "alpha_spy_p1w": -0.05747088120928234, "alpha_c_p1w": -0.05747088120928234, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": -0.00040289210161259525, "ret_p1m": 0.06644319829310774, "ret_signed_p1m": 0.06644319829310774, "alpha_spy_p1m": 0.03021456290673008, "alpha_c_p1m": 0.03021456290673008, "bench_spy_p1m": 0.03622863538637766, "bench_c_p1m": 0.03622863538637766, "ret_p3m": -0.1419523196932475, "ret_signed_p3m": -0.1419523196932475, "alpha_spy_p3m": -0.17163895513203076, "alpha_c_p3m": -0.17163895513203076, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": 0.02968663543878325, "ret_p6m": -0.35481864221596593, "ret_signed_p6m": -0.35481864221596593, "alpha_spy_p6m": -0.4173469608543684, "alpha_c_p6m": -0.4173469608543684, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": 0.06252831863840247, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06644319829310774, "alpha_spy_stated": 0.03021456290673008, "alpha_c_stated": 0.03021456290673008, "price_path": [-0.1819, -0.3393, -0.324, -0.3147, -0.2117, -0.2305, -0.2203, -0.2715, -0.2291, -0.1687, -0.1384, -0.121, -0.1154, -0.1148, -0.1058, -0.1293, -0.1418, -0.1418, -0.1516, -0.1847, -0.152, -0.1869, -0.1513, -0.1739, -0.2109, -0.2617, -0.265, -0.2428, -0.2428, -0.2796, -0.2733, -0.2746, -0.2598, -0.2936, -0.2819, -0.3059, -0.2552, -0.2468, -0.2427, -0.2796, -0.2414, -0.1945, -0.2134, -0.1991, -0.23, -0.2761, -0.282, -0.2972, -0.3183, -0.2856, -0.2829, -0.3104, -0.2705, -0.244, -0.2447, -0.1761, -0.1352, -0.1109, -0.0837, -0.0257, -0.0924, -0.0899, -0.0473, 0.0, -0.0574, -0.0524, -0.0905, -0.0852, -0.0579, -0.0579, -0.0271, -0.0526, -0.0298, -0.0112, -0.0037, 0.0061, -0.0293, 0.1026, 0.0728, 0.0573, 0.081, 0.0736, 0.0813, 0.0959, 0.0664, 0.0448, -0.016, -0.0396, -0.0253, -0.0242, 0.0024, 0.0928, 0.109, 0.1384, 0.156, 0.1551, 0.2823, 0.233, 0.1971, 0.1732, 0.1161, 0.1415, 0.1304, 0.0902, 0.1482, 0.1066, 0.059, 0.0809, 0.1082, 0.1374, 0.0754, 0.1033, 0.0714, 0.1159, 0.1017, 0.0493, 0.0216, -0.1047, -0.1113, -0.1085, -0.1113, -0.117, -0.1562, -0.1495, -0.1755, -0.1708, -0.142, -0.1842, -0.127, -0.0554, -0.0457, -0.0411, -0.0411, -0.0322, -0.0801, -0.0813, -0.0697, -0.052, -0.0479, -0.0432, -0.0576, -0.0677, -0.0827, -0.1231, -0.1472, -0.1541, -0.1975, -0.2274, -0.1995, -0.1813, -0.1962, -0.2019, -0.2019, -0.2213, -0.2366, -0.25, -0.2666, -0.2666, -0.2255, -0.1965, -0.1364, -0.1335, -0.151, -0.177, -0.1398, -0.166, -0.1396, -0.1441, -0.1266, -0.1266, -0.1706, -0.1888, -0.151, -0.1888, -0.1601, -0.1703, -0.1981, -0.2113, -0.2571, -0.2729, -0.3049, -0.3349, -0.3487, -0.3181, -0.2906, -0.306, -0.3342, -0.3693, -0.3548, -0.3548]}
{"unit_id": "reply:1945316840416117018", "ticker_idx": 0, "ts": "2025-07-16T02:57:31+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "$3000 now with little fanfare. We lost many bulls. I'm optimistic with GENIUS bill, and other. may bring more demand for ETH", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ETH; GENIUS bill and other catalysts expected to drive more demand.", "resolved_tickers": ["ETH-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": "@AJ_Invests_Co $3000 now with little fanfare. We lost many bulls. I'm optimistic with  GENIUS bill, and other. may bring more demand for ETH", "reply_text": null, "parent_text": "@DeepValueBagger Man are we in alt season really?\n\nHow high do you think we can go this season?\n\nI am reluctant to get into $ETH because it’s failure to pass $4k in previous runs🥲", "quoted_text": null, "parent_author": "AJ_Invests_Co", "ret_m1d": -0.06869841847305502, "ret_signed_m1d": -0.06869841847305502, "alpha_spy_m1d": -0.06536628499117869, "alpha_c_m1d": -0.06536628499117869, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0033321334818763315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03122567831346279, "ret_signed_p1d": 0.03122567831346279, "alpha_spy_p1d": 0.025106040435948218, "alpha_c_p1d": 0.025106040435948218, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.006119637877514572, "ret_p1w": 0.07658201211149396, "ret_signed_p1w": 0.07658201211149396, "alpha_spy_p1w": 0.06057788522883367, "alpha_c_p1w": 0.06057788522883367, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.016004126882660286, "ret_p1m": 0.34900112182081977, "ret_signed_p1m": 0.34900112182081977, "alpha_spy_p1m": 0.31579159958084313, "alpha_c_p1m": 0.31579159958084313, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.03320952223997664, "ret_p3m": 0.2592196842623282, "ret_signed_p3m": 0.2592196842623282, "alpha_spy_p3m": 0.1940851498055174, "alpha_c_p3m": 0.1940851498055174, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06513453445681083, "ret_p6m": -0.07922993503403264, "ret_signed_p6m": -0.07922993503403264, "alpha_spy_p6m": -0.19015997545561447, "alpha_c_p6m": -0.19015997545561447, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.11093004042158183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34900112182081977, "alpha_spy_stated": 0.31579159958084313, "alpha_c_stated": 0.31579159958084313, "price_path": [-0.5287, -0.5314, -0.4788, -0.4673, -0.4751, -0.4701, -0.4665, -0.4664, -0.468, -0.4545, -0.4534, -0.4603, -0.4616, -0.4627, -0.3455, -0.3043, -0.2596, -0.2051, -0.2258, -0.2446, -0.2477, -0.2498, -0.2513, -0.243, -0.2098, -0.2506, -0.2395, -0.2101, -0.2044, -0.2191, -0.2496, -0.2267, -0.2308, -0.2263, -0.2833, -0.2653, -0.2047, -0.1655, -0.1774, -0.2135, -0.2349, -0.2464, -0.2553, -0.2513, -0.2521, -0.286, -0.2817, -0.2739, -0.2824, -0.2834, -0.2811, -0.2625, -0.2864, -0.2373, -0.2315, -0.256, -0.2457, -0.2242, -0.1782, -0.1236, -0.1227, -0.1062, -0.0687, 0.0, 0.0312, 0.0526, 0.1162, 0.112, 0.0766, 0.0998, 0.1055, 0.1234, 0.1252, 0.1295, 0.0965, 0.0347, 0.1031, 0.0713, 0.0927, 0.161, 0.1893, 0.2537, 0.3617, 0.4107, 0.349, 0.3169, 0.2791, 0.2082, 0.2856, 0.2526, 0.433, 0.297, 0.3645, 0.3357, 0.3368, 0.2932, 0.2797, 0.2829, 0.32, 0.275, 0.2775, 0.2778, 0.2781, 0.29, 0.3232, 0.3986, 0.3427, 0.3358, 0.3622, 0.3614, 0.3261, 0.2466, 0.2355, 0.2319, 0.1474, 0.1971, 0.2509, 0.2297, 0.2906, 0.3311, 0.3391, 0.3904, 0.3202, 0.3429, 0.2959, 0.1398, 0.2592, 0.2236, 0.1827, 0.1552, 0.1367, 0.1807, 0.1499, 0.1295, 0.1437, 0.167, 0.222, 0.1812, 0.1577, 0.1284, 0.1411, 0.0685, -0.0234, 0.0159, -0.0176, 0.0189, 0.0584, 0.013, 0.0123, -0.0412, -0.0794, -0.1029, -0.0737, -0.1033, -0.1601, -0.1797, -0.1242, -0.1227, -0.1019, -0.1059, -0.1006, -0.1695, -0.1108, -0.0534, -0.0704, -0.1029, -0.0731, -0.0149, -0.0137, -0.0399, -0.0852, -0.1208, -0.1208, -0.1602, -0.1615, -0.1167, -0.1084, -0.1211, -0.1263, -0.1388, -0.1322, -0.1296, -0.1187, -0.12, -0.1101, -0.0733, -0.0431, -0.0224, -0.0607, -0.0792]}
{"unit_id": "reply:1948038329393410063", "ticker_idx": 0, "ts": "2025-07-23T15:11:45+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i own $INTC leaps til Dec 2026. I have faith in the new CEO. solid guy. proven turn-around CEO, and investor focused.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long INTC via LEAPs to Dec 2026 on conviction in new CEO's turnaround ability.", "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": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 cool man. thanks good insight.\n\nbtw, i own $INTC leaps til Dec 2026. I have faith in the new CEO. solid guy. proven turn-around CEO, and investor focused.", "reply_text": null, "parent_text": "@DeepValueBagger Solid \nI agree \n\nYou start in area and you get best at it and from there you become monopoly and dominate the sector. \n\nLike back in the days Intel cpu vs Nvda GPU was clear. \n\nI own several smaller comp and one of them was staffing of medical staff from overseas. So they use all", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": -0.010642826838482278, "ret_signed_m1d": -0.010642826838482278, "alpha_spy_m1d": -0.002207117087849153, "alpha_c_m1d": -0.0063164201421540556, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.004326406696328222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03661135030784313, "ret_signed_p1d": -0.03661135030784313, "alpha_spy_p1d": -0.03694237995893368, "alpha_c_p1d": -0.040763337853055415, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": 0.004151987545212288, "ret_p1w": -0.1340996019252123, "ret_signed_p1w": -0.1340996019252123, "alpha_spy_p1w": -0.13449368484317747, "alpha_c_p1w": -0.16776912025065172, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": 0.03366951832543941, "ret_p1m": 0.0004257228173383254, "ret_signed_p1m": 0.0004257228173383254, "alpha_spy_p1m": -0.001687048145075476, "alpha_c_p1m": -0.0025399367967990916, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.002965659614137417, "ret_p3m": 0.621966745226046, "ret_signed_p3m": 0.621966745226046, "alpha_spy_p3m": 0.5605500414620677, "alpha_c_p3m": 0.410494686041879, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.211472059184167, "ret_p6m": 1.057045558350131, "ret_signed_p6m": 1.057045558350131, "alpha_spy_p6m": 0.959285652151596, "alpha_c_p6m": 0.6696428934220306, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.3874026649281004, "ret_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": [-0.1464, -0.1269, -0.1341, -0.1443, -0.1494, -0.1222, -0.1371, -0.1511, -0.1354, -0.106, -0.0881, -0.0558, -0.0396, -0.0839, -0.0826, -0.0779, -0.0898, -0.0945, -0.1192, -0.1252, -0.1464, -0.1464, -0.1252, -0.1328, -0.1379, -0.1677, -0.1596, -0.1362, -0.1379, -0.149, -0.146, -0.1281, -0.06, -0.1196, -0.1158, -0.1426, -0.1171, -0.1145, -0.0851, -0.0851, -0.1026, -0.0979, -0.04, -0.0549, -0.0421, -0.0341, -0.0464, -0.0272, -0.0685, -0.0426, -0.0426, -0.0634, 0.0043, -0.0021, 0.014, -0.0026, -0.0081, -0.0243, -0.0341, -0.0294, -0.0166, -0.0098, -0.0106, 0.0, -0.0366, -0.1188, -0.1196, -0.1311, -0.1341, -0.1571, -0.1779, -0.1699, -0.1405, -0.1311, -0.1584, -0.1507, -0.1209, -0.0715, -0.0541, 0.0158, 0.0456, 0.0072, 0.0775, 0.0021, 0.0004, 0.0558, 0.0451, 0.0366, 0.0579, 0.0613, 0.0366, 0.0366, 0.0307, 0.0217, 0.0477, 0.0426, 0.0421, 0.0404, 0.0545, 0.0477, 0.0251, 0.0545, 0.0758, 0.06, 0.3014, 0.2593, 0.2244, 0.249, 0.3291, 0.447, 0.5113, 0.4679, 0.4283, 0.53, 0.5879, 0.5679, 0.5577, 0.5824, 0.5934, 0.6092, 0.5483, 0.5845, 0.5168, 0.5815, 0.5683, 0.5756, 0.622, 0.6228, 0.5717, 0.6245, 0.6296, 0.6833, 0.768, 0.7599, 0.7097, 0.7024, 0.6816, 0.5764, 0.6339, 0.5854, 0.6232, 0.6369, 0.6126, 0.613, 0.5287, 0.5121, 0.4777, 0.4615, 0.4947, 0.4312, 0.4687, 0.5236, 0.5253, 0.567, 0.567, 0.7267, 0.7033, 0.8506, 0.8629, 0.7241, 0.7629, 0.7156, 0.7241, 0.7361, 0.682, 0.6096, 0.5968, 0.5883, 0.5347, 0.5445, 0.5675, 0.5483, 0.5475, 0.5394, 0.5394, 0.5411, 0.5615, 0.5879, 0.5709, 0.5709, 0.6765, 0.676, 0.7046, 0.8148, 0.7501, 0.9391, 0.8757, 1.0132, 1.0741, 1.057]}
{"unit_id": "quote:1944600780758990860", "ticker_idx": 0, "ts": "2025-07-14T03:32:09+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Strap in your seat $tsla holders!", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA into Elon's teased 'most epic demo ever' by year-end.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Strap in your seat $tsla holders!", "reply_text": null, "parent_text": null, "quoted_text": "Just left the @Tesla design studio.\n\nMost epic demo ever by end of year. \n\nEver.", "parent_author": null, "ret_m1d": -0.01069733100710224, "ret_signed_m1d": -0.01069733100710224, "alpha_spy_m1d": -0.008792879705281087, "alpha_c_m1d": -0.007007806516754811, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.003689524490347429, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01931207079538977, "ret_signed_p1d": -0.01931207079538977, "alpha_spy_p1d": -0.015038858183975323, "alpha_c_p1d": -0.005003911469925515, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.014308159325464254, "ret_p1w": 0.03657304058414246, "ret_signed_p1w": 0.03657304058414246, "alpha_spy_p1w": 0.030234976872433927, "alpha_c_p1w": 0.03220857354520912, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.0043644670389333395, "ret_p1m": 0.07554434491161999, "ret_signed_p1m": 0.07554434491161999, "alpha_spy_p1m": 0.046927401063105334, "alpha_c_p1m": 0.05534180264416455, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.020202542267455437, "ret_p3m": 0.3743768284425759, "ret_signed_p3m": 0.3743768284425759, "alpha_spy_p3m": 0.2972160312990355, "alpha_c_p3m": 0.31415244169931933, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.060224386743256586, "ret_p6m": 0.36623540484038264, "ret_signed_p6m": 0.36623540484038264, "alpha_spy_p6m": 0.25265210000994864, "alpha_c_p6m": 0.27265709399982985, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.09357831084055279, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07554434491161999, "alpha_spy_stated": 0.046927401063105334, "alpha_c_stated": 0.05534180264416455, "price_path": [-0.2378, -0.2383, -0.2383, -0.2821, -0.2491, -0.2088, -0.1811, -0.1008, -0.0979, -0.0785, -0.1096, -0.1148, -0.0937, -0.1156, -0.1311, -0.1284, -0.1012, -0.0588, 0.0047, 0.0542, 0.0971, 0.0818, 0.1044, 0.0795, 0.0849, 0.0559, 0.0762, 0.0708, 0.0708, 0.1451, 0.1262, 0.1311, 0.0933, 0.0814, 0.0864, 0.0478, -0.1016, -0.0687, -0.0263, 0.029, 0.0301, 0.007, 0.0265, 0.0386, -0.0017, 0.0163, 0.0163, 0.0166, 0.1003, 0.0744, 0.0336, 0.028, 0.0212, 0.0024, -0.0511, -0.0039, -0.0049, -0.0049, -0.0725, -0.0602, -0.0663, -0.0222, -0.0107, 0.0, -0.0193, 0.0151, 0.0079, 0.0402, 0.0366, 0.048, 0.0494, -0.0366, -0.0027, 0.0274, 0.0136, 0.0068, -0.0272, -0.045, -0.0241, -0.0258, 0.0095, 0.0169, 0.0402, 0.0698, 0.0755, 0.0709, 0.0589, 0.0431, 0.0576, 0.0392, 0.0221, 0.0101, 0.0729, 0.0937, 0.1097, 0.1032, 0.0918, 0.0536, 0.0536, 0.0393, 0.0542, 0.0683, 0.1071, 0.0931, 0.0949, 0.0975, 0.1638, 0.2494, 0.2939, 0.3305, 0.3438, 0.3154, 0.3445, 0.3702, 0.3438, 0.3973, 0.336, 0.3897, 0.3986, 0.4033, 0.4499, 0.3758, 0.3564, 0.4303, 0.3666, 0.3843, 0.3744, 0.3048, 0.3755, 0.3545, 0.3731, 0.353, 0.3863, 0.4119, 0.3967, 0.3852, 0.4168, 0.3686, 0.4276, 0.4533, 0.4563, 0.3888, 0.4407, 0.478, 0.4019, 0.4581, 0.4071, 0.3554, 0.405, 0.3873, 0.3588, 0.2685, 0.276, 0.2904, 0.2662, 0.2748, 0.2472, 0.2341, 0.3183, 0.3234, 0.3461, 0.3461, 0.3574, 0.3573, 0.3545, 0.4097, 0.4343, 0.4358, 0.3871, 0.4048, 0.4246, 0.4102, 0.4483, 0.4999, 0.5459, 0.4745, 0.5253, 0.5185, 0.5422, 0.5322, 0.5317, 0.5317, 0.4995, 0.4504, 0.434, 0.4191, 0.4191, 0.3824, 0.4253, 0.3662]}
{"unit_id": "reply:1943307573823742362", "ticker_idx": 0, "ts": "2025-07-10T13:53:25+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 used to leverage BTC natively via WBTC on ethereum", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, HOOD as secondary exposure, and adding CEPI for its 42% dividend yield.", "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": "@XFinancialX i used to leverage BTC natively via WBTC on ethereum.  $HOOD is my secondary exposure, and $CEPI is becoming my next exposure with 42% div yields.", "reply_text": null, "parent_text": "@DeepValueBagger Appreciate the insight G! Kind of like owning BTC over $MSTR", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.040182436613090844, "ret_signed_m1d": -0.040182436613090844, "alpha_spy_m1d": -0.03737001149424246, "alpha_c_m1d": -0.03737001149424246, "bench_spy_m1d": -0.002812425118848383, "bench_c_m1d": -0.002812425118848383, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013189291760499877, "ret_signed_p1d": 0.013189291760499877, "alpha_spy_p1d": 0.016704798506829377, "alpha_c_p1d": 0.016704798506829377, "bench_spy_p1d": -0.0035155067463294998, "bench_c_p1d": -0.0035155067463294998, "ret_p1w": 0.028474181082207117, "ret_signed_p1w": 0.028474181082207117, "alpha_spy_p1w": 0.024927020871302386, "alpha_c_p1w": 0.024927020871302386, "bench_spy_p1w": 0.0035471602109047318, "bench_c_p1w": 0.0035471602109047318, "ret_p1m": 0.006048283074331584, "ret_signed_p1m": 0.006048283074331584, "alpha_spy_p1m": -0.012103746248018021, "alpha_c_p1m": -0.012103746248018021, "bench_spy_p1m": 0.018152029322349605, "bench_c_p1m": 0.018152029322349605, "ret_p3m": 0.047110194403181094, "ret_signed_p3m": 0.047110194403181094, "alpha_spy_p3m": -0.025043138529142528, "alpha_c_p3m": -0.025043138529142528, "bench_spy_p3m": 0.07215333293232362, "bench_c_p3m": 0.07215333293232362, "ret_p6m": -0.22452914727527185, "ret_signed_p6m": -0.22452914727527185, "alpha_spy_p6m": -0.32242986189414335, "alpha_c_p6m": -0.32242986189414335, "bench_spy_p6m": 0.09790071461887151, "bench_c_p6m": 0.09790071461887151, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006048283074331584, "alpha_spy_stated": -0.012103746248018021, "alpha_c_stated": -0.012103746248018021, "price_path": [-0.2711, -0.2786, -0.2755, -0.2681, -0.2719, -0.2454, -0.1944, -0.1922, -0.1901, -0.1834, -0.1811, -0.1871, -0.1878, -0.1681, -0.1645, -0.1831, -0.1654, -0.1634, -0.1099, -0.1122, -0.1136, -0.1019, -0.1073, -0.1056, -0.1078, -0.0895, -0.0793, -0.0544, -0.0372, -0.075, -0.0564, -0.0603, -0.0706, -0.0892, -0.1034, -0.0871, -0.091, -0.097, -0.1242, -0.1, -0.0491, -0.0494, -0.0629, -0.0867, -0.0853, -0.0792, -0.0982, -0.0957, -0.0974, -0.1093, -0.0897, -0.0857, -0.0744, -0.0778, -0.0767, -0.0763, -0.0887, -0.0615, -0.0547, -0.0686, -0.0663, -0.0607, -0.0402, 0.0, 0.0132, 0.0333, 0.0154, 0.0237, 0.0285, 0.0174, 0.0125, 0.0346, 0.0239, 0.0205, 0.0142, 0.0167, 0.0167, 0.0159, -0.002, -0.023, -0.0079, -0.0159, -0.0083, 0.013, 0.006, 0.0237, 0.0361, 0.0634, 0.0205, 0.0122, 0.0023, -0.0272, -0.0148, -0.0308, 0.0076, -0.0505, -0.0361, -0.0411, -0.0297, -0.0653, -0.0581, -0.0413, -0.0368, -0.0454, -0.046, -0.0338, -0.0384, -0.0175, -0.0041, 0.001, -0.0047, 0.0074, 0.0041, 0.0099, -0.0026, -0.0279, -0.0343, -0.0229, -0.0598, -0.0541, -0.0137, -0.0166, 0.0229, 0.0405, 0.0541, 0.0756, 0.0471, 0.0635, 0.0493, -0.0239, -0.0062, -0.0247, -0.0449, -0.0673, -0.0821, -0.0465, -0.0648, -0.0715, -0.051, -0.0427, -0.0161, -0.0261, -0.0511, -0.0662, -0.0554, -0.0814, -0.1241, -0.1043, -0.1266, -0.1088, -0.0861, -0.112, -0.1235, -0.1404, -0.1861, -0.206, -0.1986, -0.2114, -0.2531, -0.2664, -0.239, -0.247, -0.2196, -0.213, -0.2161, -0.2558, -0.2124, -0.1936, -0.2056, -0.2293, -0.2185, -0.2008, -0.2066, -0.2024, -0.2217, -0.2549, -0.2426, -0.2573, -0.2632, -0.2404, -0.2371, -0.2463, -0.2446, -0.2479, -0.2473, -0.2487, -0.2376, -0.2455, -0.235, -0.2245]}
{"unit_id": "reply:1943307573823742362", "ticker_idx": 1, "ts": "2025-07-10T13:53:25+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 is my secondary exposure", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, HOOD as secondary exposure, and adding CEPI for its 42% dividend yield.", "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": "reply_other", "lang": "en", "tweet_text": "@XFinancialX i used to leverage BTC natively via WBTC on ethereum.  $HOOD is my secondary exposure, and $CEPI is becoming my next exposure with 42% div yields.", "reply_text": null, "parent_text": "@DeepValueBagger Appreciate the insight G! Kind of like owning BTC over $MSTR", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.04214788410678805, "ret_signed_m1d": -0.04214788410678805, "alpha_spy_m1d": -0.039335458987939664, "alpha_c_m1d": -0.036266631854180886, "bench_spy_m1d": -0.002812425118848383, "bench_c_m1d": -0.005881252252607161, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036474227100569134, "ret_signed_p1d": -0.0036474227100569134, "alpha_spy_p1d": -0.00013191596372741365, "alpha_c_p1d": 0.006787109250359524, "bench_spy_p1d": -0.0035155067463294998, "bench_c_p1d": -0.010434531960416438, "ret_p1w": 0.06838905986531763, "ret_signed_p1w": 0.06838905986531763, "alpha_spy_p1w": 0.0648418996544129, "alpha_c_p1w": 0.07218343512365089, "bench_spy_p1w": 0.0035471602109047318, "bench_c_p1w": -0.00379437525833326, "ret_p1m": 0.1613981843741028, "ret_signed_p1m": 0.1613981843741028, "alpha_spy_p1m": 0.1432461550517532, "alpha_c_p1m": 0.17771389509260294, "bench_spy_p1m": 0.018152029322349605, "bench_c_p1m": -0.01631571071850013, "ret_p3m": 0.46909832303274857, "ret_signed_p3m": 0.46909832303274857, "alpha_spy_p3m": 0.39694499010042494, "alpha_c_p3m": 0.4456301987834952, "bench_spy_p3m": 0.07215333293232362, "bench_c_p3m": 0.023468124249253375, "ret_p6m": 0.1672745962179536, "ret_signed_p6m": 0.1672745962179536, "alpha_spy_p6m": 0.06937388159908209, "alpha_c_p6m": 0.1180725850550175, "bench_spy_p6m": 0.09790071461887151, "bench_c_p6m": 0.0492020111629361, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1613981843741028, "alpha_spy_stated": 0.1432461550517532, "alpha_c_stated": 0.17771389509260294, "price_path": [-0.5528, -0.5534, -0.588, -0.5828, -0.5828, -0.5963, -0.5736, -0.5475, -0.5122, -0.499, -0.5043, -0.4998, -0.5024, -0.5277, -0.5077, -0.5132, -0.5067, -0.4935, -0.4522, -0.4463, -0.4181, -0.3661, -0.378, -0.3852, -0.3743, -0.3488, -0.3424, -0.353, -0.3438, -0.36, -0.36, -0.3311, -0.34, -0.3521, -0.3298, -0.3112, -0.2734, -0.2678, -0.2653, -0.2413, -0.2563, -0.2653, -0.2413, -0.2519, -0.2644, -0.2224, -0.2406, -0.2062, -0.2062, -0.2047, -0.2264, -0.1691, -0.1616, -0.1437, -0.1588, -0.0514, -0.0645, -0.0073, -0.0436, -0.0436, -0.0531, -0.0753, -0.0421, 0.0, -0.0036, 0.0128, 0.0085, 0.0461, 0.0684, 0.1119, 0.0571, 0.0319, 0.0342, 0.0327, 0.0623, 0.0818, 0.0468, 0.075, 0.0441, 0.0122, 0.0777, 0.0685, 0.0704, 0.127, 0.1614, 0.1512, 0.1559, 0.1005, 0.1217, 0.1567, 0.1653, 0.0892, 0.0673, 0.077, 0.1076, 0.0936, 0.1023, 0.0428, 0.0506, 0.054, 0.054, 0.0217, 0.0215, 0.0427, 0.0258, 0.1882, 0.2006, 0.1901, 0.193, 0.1655, 0.1634, 0.1893, 0.202, 0.225, 0.2642, 0.2653, 0.2786, 0.2847, 0.2427, 0.2338, 0.3852, 0.4507, 0.4097, 0.4762, 0.5063, 0.4616, 0.4691, 0.5286, 0.5447, 0.4079, 0.4253, 0.3673, 0.3592, 0.3317, 0.3162, 0.3759, 0.3358, 0.289, 0.361, 0.4163, 0.4778, 0.4818, 0.4671, 0.3989, 0.4871, 0.4902, 0.386, 0.4436, 0.2875, 0.3208, 0.3767, 0.3367, 0.3473, 0.2313, 0.2411, 0.175, 0.1581, 0.1972, 0.0761, 0.0871, 0.1648, 0.1709, 0.2989, 0.2989, 0.3018, 0.2486, 0.2761, 0.354, 0.3889, 0.3369, 0.3823, 0.375, 0.3745, 0.2501, 0.2107, 0.1678, 0.2097, 0.1733, 0.187, 0.2295, 0.2398, 0.2182, 0.2203, 0.2203, 0.1969, 0.1898, 0.1697, 0.1459, 0.1459, 0.1673]}
{"unit_id": "quote:1965045989699707317", "ticker_idx": 0, "ts": "2025-09-08T13:34:07+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Be careful doing covered calls into these catalysts", "tweet_type": "analysis", "timeline": "weeks", "summary": "Implicitly bullish HOOD into S&P 500 inclusion + Summit catalysts; warns against capping upside with covered calls.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Excellent list of $HOOD catalysts to watch for from @gofallingknife , a hood whale.  Be careful doing covered calls into these catalysts.", "reply_text": null, "parent_text": null, "quoted_text": "Action packed month for $HOOD coming up:\n\n- 9/8: FIRST trading day funds will begin to add shares of $HOOD for their s&amp;p500 inclusion. Official announcement happened Friday after markets closed.\n\n- 9/9: Robinhood Summit in Las Vegas unveiling new products.\n\n- 9/12-9/15: August", "parent_author": null, "ret_m1d": -0.13668143712606018, "ret_signed_m1d": -0.13668143712606018, "alpha_spy_m1d": -0.1342308793756921, "alpha_c_m1d": -0.13592817544169644, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010402466178388803, "ret_signed_p1d": 0.010402466178388803, "alpha_spy_p1d": 0.00809058155823772, "alpha_c_p1d": 0.006071813256529168, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": -0.02089015154964924, "ret_signed_p1w": -0.02089015154964924, "alpha_spy_p1w": -0.03950830329172328, "alpha_c_p1w": -0.03162254408513021, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 0.23635744806638304, "ret_signed_p1m": 0.23635744806638304, "alpha_spy_p1m": 0.20222664278162417, "alpha_c_p1m": 0.22059759725698225, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.16882676720536471, "ret_signed_p3m": 0.16882676720536471, "alpha_spy_p3m": 0.11109594468633222, "alpha_c_p3m": 0.1551448595415197, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": -0.3513813055372179, "ret_signed_p6m": -0.3513813055372179, "alpha_spy_p6m": -0.40594433157133847, "alpha_c_p6m": -0.32216179828429337, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23635744806638304, "alpha_spy_stated": 0.20222664278162417, "alpha_c_stated": 0.22059759725698225, "price_path": [-0.3615, -0.3704, -0.381, -0.3456, -0.3609, -0.3319, -0.3319, -0.3307, -0.349, -0.3007, -0.2944, -0.2793, -0.292, -0.2017, -0.2127, -0.1646, -0.1951, -0.1951, -0.2031, -0.2218, -0.1939, -0.1584, -0.1615, -0.1477, -0.1513, -0.1196, -0.1009, -0.0643, -0.1103, -0.1316, -0.1296, -0.1309, -0.106, -0.0896, -0.119, -0.0953, -0.1213, -0.1482, -0.093, -0.1008, -0.0992, -0.0516, -0.0226, -0.0312, -0.0272, -0.0738, -0.056, -0.0265, -0.0193, -0.0834, -0.1018, -0.0936, -0.0679, -0.0796, -0.0723, -0.1224, -0.1159, -0.113, -0.113, -0.1402, -0.1403, -0.1225, -0.1367, 0.0, 0.0104, 0.0015, 0.004, -0.0192, -0.0209, 0.0009, 0.0116, 0.031, 0.0639, 0.0649, 0.0761, 0.0812, 0.0458, 0.0384, 0.1658, 0.2208, 0.1864, 0.2423, 0.2677, 0.23, 0.2364, 0.2864, 0.3, 0.1849, 0.1995, 0.1507, 0.1438, 0.1207, 0.1077, 0.1579, 0.1241, 0.0848, 0.1454, 0.1919, 0.2437, 0.247, 0.2347, 0.1773, 0.2515, 0.2541, 0.1664, 0.2149, 0.0836, 0.1115, 0.1586, 0.1249, 0.1339, 0.0362, 0.0445, -0.0112, -0.0254, 0.0075, -0.0944, -0.0851, -0.0197, -0.0146, 0.0931, 0.0931, 0.0956, 0.0508, 0.0739, 0.1395, 0.1688, 0.1251, 0.1633, 0.1571, 0.1567, 0.052, 0.0189, -0.0172, 0.0181, -0.0126, -0.001, 0.0347, 0.0434, 0.0252, 0.0269, 0.0269, 0.0072, 0.0013, -0.0156, -0.0356, -0.0356, -0.0177, 0.0508, 0.0377, -0.0026, -0.0161, -0.0171, 0.002, 0.0252, 0.0204, -0.0591, -0.0728, -0.0728, -0.0981, -0.0969, -0.094, -0.0877, -0.0877, -0.1027, -0.1183, -0.1368, -0.1518, -0.2334, -0.2576, -0.3126, -0.3803, -0.2938, -0.2619, -0.2701, -0.3352, -0.3936, -0.3522, -0.3522, -0.3568, -0.3587, -0.355, -0.351, -0.388, -0.3742, -0.3389, -0.3226, -0.3533, -0.3283, -0.3514]}
{"unit_id": "thread:1945320366785610204", "ticker_idx": 0, "ts": "2025-07-16T03:11:32+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BMNR is a ticking timebomb... Once it is registered, the 55M shares will be liquid, and we can expect a huge sell off. The floor price is $4.5. BE WARNED", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish BMNR: 55M PIPE shares at $4.50 will flood market once registered; stock trading at $40 with 4.75M float, expects massive sell-off to ~$4.50 floor.", "resolved_tickers": ["BMNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$BMNR is a ticking timebomb, please read.\n\nThe capital raise was a $250 million private investment in public equity (PIPE) deal, closed on July 9, 2025. This transaction involved selling 55,555,556 shares of common stock at $4.50 per share (current the stock is trading at $40 and 4.75m shares float). \n\nBitMine has agreed to file a registration statement with the SEC for the resale of these shares, but as of now, that process hasn't been completed.  Once it is registered, the 55M shares will be liquid, and we can expect a huge sell off. The floor price is $4.5.\n\nBE WARNED\n\n---\n\nBe warned. $BMNR https://t.co/JnaKIxmhX3", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10803576272871163, "ret_signed_m1d": 0.10803576272871163, "alpha_spy_m1d": 0.1047036292468353, "alpha_c_m1d": 0.10111399391102316, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06473210958585351, "ret_signed_p1d": 0.06473210958585351, "alpha_spy_p1d": 0.07085174746336809, "alpha_c_p1d": 0.07434564428433865, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.11830354880409466, "ret_signed_p1w": 0.11830354880409466, "alpha_spy_p1w": 0.13430767568675495, "alpha_c_p1w": 0.13926102316364486, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": 0.3493303538157282, "ret_signed_p1m": -0.3493303538157282, "alpha_spy_p1m": -0.31612083157575155, "alpha_c_p1m": -0.3301032844187577, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": 0.2689731524011161, "ret_signed_p3m": -0.2689731524011161, "alpha_spy_p3m": -0.20383861794430524, "alpha_c_p3m": -0.25314246454205347, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": -0.30158063431665305, "ret_signed_p6m": 0.30158063431665305, "alpha_spy_p6m": 0.4125106747382349, "alpha_c_p6m": 0.38368094611280557, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3493303538157282, "alpha_spy_stated": -0.31612083157575155, "alpha_c_stated": -0.3301032844187577, "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, -0.827, -0.8316, -0.8462, -0.8493, -0.8594, -0.8748, -0.8893, -0.894, -0.8924, -0.8951, -0.8951, -0.8971, -0.9018, -0.9013, -0.9025, -0.9013, -0.9048, -0.2433, 0.0268, 0.3058, 2.0134, 2.0134, 1.3991, 1.4888, 0.4893, 0.027, -0.0933, -0.0844, -0.108, 0.0, -0.0647, -0.0547, -0.1167, -0.0998, -0.1183, -0.0681, -0.1116, -0.2163, -0.2857, -0.2321, -0.2268, -0.2929, -0.3051, -0.2567, -0.1413, -0.0786, 0.148, 0.3165, 0.3937, 0.3757, 0.3493, 0.2904, 0.2248, 0.1112, 0.1621, 0.0654, 0.194, 0.1071, 0.115, 0.0275, 0.0172, -0.0263, -0.0263, -0.0516, 0.0013, -0.0583, -0.0616, -0.0225, -0.0045, 0.0179, 0.0667, 0.2297, 0.1855, 0.2484, 0.2739, 0.3384, 0.3681, 0.2299, 0.2163, 0.1589, 0.1065, 0.1272, 0.1879, 0.1592, 0.1688, 0.2612, 0.2645, 0.4112, 0.3214, 0.3393, 0.3192, 0.1712, 0.269, 0.1812, 0.2009, 0.1402, 0.1127, 0.2009, 0.1574, 0.0721, 0.098, 0.1252, 0.1989, 0.1728, 0.1107, -0.0056, 0.0413, -0.0433, -0.1192, -0.0754, -0.1658, -0.102, -0.0815, -0.1163, -0.0944, -0.1837, -0.2321, -0.3092, -0.2795, -0.3487, -0.4192, -0.4196, -0.3058, -0.3547, -0.2915, -0.2915, -0.2607, -0.354, -0.2877, -0.2487, -0.1893, -0.2397, -0.1998, -0.1245, -0.0979, -0.1431, -0.2216, -0.3089, -0.2991, -0.3453, -0.3652, -0.2998, -0.3058, -0.3351, -0.3447, -0.3447, -0.3679, -0.3628, -0.3811, -0.3938, -0.3938, -0.3036, -0.2554, -0.2781, -0.3221, -0.3016]}
{"unit_id": "reply:1970466251404194106", "ticker_idx": 0, "ts": "2025-09-23T12:32:18+00:00", "symbol": "SLNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Insiders are buying it. The team definitely believe it! $slnh", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SLNH citing insider buying as a signal of management conviction.", "resolved_tickers": ["SLNH"], "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": "@disruptorinvest @jbelizaireCEO Insiders are buying it. The team definitely believe it! $slnh https://t.co/ujV0sRpBs9", "reply_text": null, "parent_text": "$SLNH is up over 100% today on 12x average volume. Investors might look at it and so shoot I missed it. However, this is still only a $63M market cap after the move with comparable peer market caps all on the billions. As the CEO @jbelizaireCEO alluded to today, the story has https://t.co/LY9cNAbstU", "quoted_text": null, "parent_author": "disruptorinvest", "ret_m1d": -0.11392404808611234, "ret_signed_m1d": -0.11392404808611234, "alpha_spy_m1d": -0.11939721949678805, "alpha_c_m1d": -0.11838840081350233, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.004464352727389986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.47679332025552035, "ret_signed_p1d": 0.47679332025552035, "alpha_spy_p1d": 0.47997507727874167, "alpha_c_p1d": 0.47958341502048896, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.002790094764968609, "ret_p1w": -0.008438810925003759, "ret_signed_p1w": -0.008438810925003759, "alpha_spy_p1w": -0.012916877132348237, "alpha_c_p1w": -0.010485038429159932, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.002046227504156173, "ret_p1m": 0.4388186710930033, "ret_signed_p1m": 0.4388186710930033, "alpha_spy_p1m": 0.4318979389613309, "alpha_c_p1m": 0.4635581290172438, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.024739457924240482, "ret_p3m": -0.3713079824958503, "ret_signed_p3m": -0.3713079824958503, "alpha_spy_p3m": -0.400546110874072, "alpha_c_p3m": -0.39139735430113354, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.02008937180528325, "ret_p6m": -0.6835442885166743, "ret_signed_p6m": -0.6835442885166743, "alpha_spy_p6m": -0.6838071692553014, "alpha_c_p6m": -0.597628374030741, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.08591591448593328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4388186710930033, "alpha_spy_stated": 0.4318979389613309, "alpha_c_stated": 0.4635581290172438, "price_path": [-0.7637, -0.7679, -0.7553, -0.7426, -0.7131, -0.6962, -0.6962, -0.7131, -0.6371, -0.6414, -0.5485, -0.3629, -0.5316, -0.6793, -0.73, -0.7468, -0.7342, -0.7426, -0.73, -0.7595, -0.7595, -0.7722, -0.789, -0.7975, -0.8059, -0.8059, -0.8186, -0.8059, -0.8017, -0.8059, -0.789, -0.8059, -0.8101, -0.7806, -0.7679, -0.7595, -0.7806, -0.7806, -0.8101, -0.8186, -0.8101, -0.7975, -0.7975, -0.789, -0.7975, -0.8017, -0.8017, -0.8017, -0.7932, -0.789, -0.8059, -0.7975, -0.7806, -0.7764, -0.7511, -0.7046, -0.6962, -0.6076, -0.5865, -0.5823, -0.6371, -0.5443, -0.1139, 0.0, 0.4768, 0.2405, 0.1603, 0.0633, -0.0084, 0.0717, 0.0422, -0.0633, -0.2405, -0.1435, 0.1941, 0.0844, 0.0169, -0.0464, 0.1772, 0.8101, 0.7679, 0.865, 0.6667, 0.4684, 0.4388, 0.5105, 0.2869, 0.2236, 0.2278, 0.3586, 0.2785, 0.4726, 0.4726, 0.2785, 0.4515, 0.2827, 0.1013, 0.0802, 0.0, -0.1097, -0.2194, -0.2954, -0.2447, -0.1814, -0.2321, -0.3249, -0.3629, -0.2954, -0.3376, -0.3502, -0.3502, -0.2785, -0.3122, -0.3333, -0.2574, -0.1941, -0.2996, -0.3249, -0.2152, -0.1688, -0.1097, -0.1941, -0.3966, -0.3966, -0.4599, -0.4641, -0.3713, -0.3502, -0.3502, -0.3502, -0.3502, -0.4051, -0.443, -0.4895, -0.5063, -0.5063, -0.4051, -0.2954, -0.2489, -0.2658, -0.2743, -0.2996, -0.308, -0.2785, -0.2827, -0.3249, -0.2954, -0.2954, -0.3376, -0.3882, -0.4388, -0.4388, -0.4599, -0.4304, -0.4641, -0.5105, -0.5527, -0.5485, -0.5232, -0.5823, -0.6793, -0.5696, -0.557, -0.5865, -0.6076, -0.616, -0.6287, -0.6287, -0.6414, -0.6371, -0.6118, -0.6203, -0.6287, -0.6118, -0.5781, -0.6034, -0.6329, -0.6034, -0.6329, -0.5992, -0.6371, -0.6751, -0.6835, -0.6667, -0.6456, -0.6709, -0.6709, -0.6667, -0.6624, -0.6835]}
{"unit_id": "reply:1954915857257374124", "ticker_idx": 0, "ts": "2025-08-11T14:40:35+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "$10k-$16k. most likely i will be too early or too late. just have to bite the bullet.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Targets ETH at $10k–$16k; planning to take a position despite timing uncertainty.", "resolved_tickers": ["ETH-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": "@ItsKatalinaaa @Micro2Macr0 need to consult technical, but $10k-$16k. most likely i will be too early or too late. just have to bite the bullet.", "reply_text": null, "parent_text": "@DeepValueBagger @Micro2Macr0 whats the crazy ETH price for you? 10K?", "quoted_text": null, "parent_author": "ItsKatalinaaa", "ret_m1d": -0.05136494568218286, "ret_signed_m1d": -0.05136494568218286, "alpha_spy_m1d": -0.05334626805304665, "alpha_c_m1d": -0.05334626805304665, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08610382463415012, "ret_signed_p1d": 0.08610382463415012, "alpha_spy_p1d": 0.07545774682175832, "alpha_c_p1d": 0.07545774682175832, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": 0.0202362805406322, "ret_signed_p1w": 0.0202362805406322, "alpha_spy_p1w": 0.008631128966608115, "alpha_c_p1w": 0.008631128966608115, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": 0.019416927308709475, "ret_signed_p1m": 0.019416927308709475, "alpha_spy_p1m": -0.003243143295733164, "alpha_c_p1m": -0.003243143295733164, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.21639843138849468, "ret_signed_p3m": -0.21639843138849468, "alpha_spy_p3m": -0.2733999027510742, "alpha_c_p3m": -0.2733999027510742, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.4730124590669932, "ret_signed_p6m": -0.4730124590669932, "alpha_spy_p6m": -0.5635345433828037, "alpha_c_p6m": -0.5635345433828037, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019416927308709475, "alpha_spy_stated": -0.003243143295733164, "alpha_c_stated": -0.003243143295733164, "price_path": [-0.3825, -0.3975, -0.4, -0.4017, -0.4028, -0.3962, -0.3697, -0.4023, -0.3934, -0.37, -0.3655, -0.3772, -0.4015, -0.3832, -0.3865, -0.3829, -0.4284, -0.414, -0.3656, -0.3344, -0.3438, -0.3726, -0.3898, -0.399, -0.406, -0.4028, -0.4034, -0.4305, -0.4271, -0.4209, -0.4276, -0.4284, -0.4266, -0.4118, -0.4308, -0.3917, -0.387, -0.4065, -0.3984, -0.3812, -0.3445, -0.301, -0.3002, -0.2871, -0.2572, -0.2024, -0.1775, -0.1604, -0.1097, -0.113, -0.1413, -0.1228, -0.1182, -0.104, -0.1026, -0.0991, -0.1254, -0.1747, -0.1202, -0.1455, -0.1285, -0.074, -0.0514, 0.0, 0.0861, 0.1252, 0.076, 0.0504, 0.0202, -0.0363, 0.0254, -0.0009, 0.143, 0.0345, 0.0884, 0.0654, 0.0663, 0.0315, 0.0207, 0.0233, 0.0529, 0.017, 0.0189, 0.0192, 0.0194, 0.0289, 0.0554, 0.1155, 0.0709, 0.0654, 0.0865, 0.0859, 0.0577, -0.0057, -0.0145, -0.0174, -0.0848, -0.0452, -0.0023, -0.0192, 0.0294, 0.0617, 0.0681, 0.109, 0.053, 0.0711, 0.0336, -0.0908, 0.0044, -0.024, -0.0567, -0.0786, -0.0933, -0.0582, -0.0828, -0.0991, -0.0878, -0.0692, -0.0253, -0.0579, -0.0766, -0.1, -0.0899, -0.1478, -0.2211, -0.1897, -0.2164, -0.1873, -0.1558, -0.192, -0.1925, -0.2352, -0.2657, -0.2845, -0.2612, -0.2848, -0.3301, -0.3457, -0.3015, -0.3002, -0.2837, -0.2868, -0.2826, -0.3375, -0.2908, -0.2449, -0.2585, -0.2845, -0.2607, -0.2143, -0.2133, -0.2342, -0.2704, -0.2987, -0.2987, -0.3302, -0.3312, -0.2955, -0.2888, -0.2989, -0.3031, -0.3131, -0.3078, -0.3058, -0.297, -0.2981, -0.2902, -0.2608, -0.2368, -0.2203, -0.2508, -0.2656, -0.2706, -0.2684, -0.2141, -0.2064, -0.2153, -0.2204, -0.2461, -0.3055, -0.2953, -0.3022, -0.3013, -0.3077, -0.285, -0.2887, -0.3333, -0.3607, -0.4454, -0.473]}
{"unit_id": "quote:1968774893735920041", "ticker_idx": 0, "ts": "2025-09-18T20:31:27+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my own investment $HOOD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HOOD; author holds it and endorses the Robinhood Social launch as a positive catalyst.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Our FinX community is about to be disrupted by my own investment $HOOD. Stay with me guys! \n\nThere's no replacement for deep research, long term conviction.", "reply_text": null, "parent_text": null, "quoted_text": "Robinhood Social is going to be so awesome \n\n https://t.co/VMOZfzZzzR", "parent_author": null, "ret_m1d": -0.03101454684281979, "ret_signed_m1d": -0.03101454684281979, "alpha_spy_m1d": -0.026086088398268092, "alpha_c_m1d": -0.028802605501539014, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.0022119413412807765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008815564307396162, "ret_signed_p1d": 0.0008815564307396162, "alpha_spy_p1d": -0.003849400198510766, "alpha_c_p1d": 0.0022131057008475397, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": -0.0013315492701079235, "ret_p1w": -0.02404231470867546, "ret_signed_p1w": -0.02404231470867546, "alpha_spy_p1w": -0.021209693602741275, "alpha_c_p1w": -0.020121645824926038, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.003920668883749423, "ret_p1m": 0.08831547026981812, "ret_signed_p1m": 0.08831547026981812, "alpha_spy_p1m": 0.07686453755590494, "alpha_c_p1m": 0.1120245737052109, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": -0.023709103435392787, "ret_p3m": -0.07196662778801854, "ret_signed_p3m": -0.07196662778801854, "alpha_spy_p3m": -0.08356823676947378, "alpha_c_p3m": -0.08228625959575797, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.010319631807739427, "ret_p6m": -0.3964577793289019, "ret_signed_p6m": -0.3964577793289019, "alpha_spy_p6m": -0.4074671610360241, "alpha_c_p6m": -0.3113916538794942, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": -0.08506612544940773, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08831547026981812, "alpha_spy_stated": 0.07686453755590494, "alpha_c_stated": 0.1120245737052109, "price_path": [-0.3428, -0.3368, -0.3226, -0.3346, -0.2496, -0.2601, -0.2148, -0.2435, -0.2435, -0.251, -0.2686, -0.2423, -0.209, -0.2119, -0.1989, -0.2023, -0.1725, -0.1549, -0.1205, -0.1638, -0.1838, -0.1819, -0.1831, -0.1597, -0.1443, -0.172, -0.1497, -0.1741, -0.1994, -0.1475, -0.1548, -0.1533, -0.1086, -0.0813, -0.0894, -0.0857, -0.1295, -0.1128, -0.085, -0.0782, -0.1385, -0.1558, -0.1481, -0.1239, -0.135, -0.1281, -0.1752, -0.169, -0.1663, -0.1663, -0.1919, -0.192, -0.1753, -0.1886, -0.0601, -0.0503, -0.0587, -0.0563, -0.0781, -0.0797, -0.0593, -0.0492, -0.031, 0.0, 0.0009, 0.0114, 0.0162, -0.0171, -0.024, 0.0957, 0.1475, 0.1151, 0.1677, 0.1915, 0.1561, 0.162, 0.2091, 0.2218, 0.1136, 0.1274, 0.0815, 0.0751, 0.0534, 0.0411, 0.0883, 0.0566, 0.0196, 0.0765, 0.1203, 0.1689, 0.1721, 0.1604, 0.1065, 0.1763, 0.1787, 0.0963, 0.1418, 0.0184, 0.0447, 0.089, 0.0573, 0.0657, -0.026, -0.0183, -0.0706, -0.084, -0.0531, -0.1488, -0.1401, -0.0786, -0.0738, 0.0274, 0.0274, 0.0297, -0.0123, 0.0094, 0.071, 0.0986, 0.0575, 0.0934, 0.0876, 0.0872, -0.0112, -0.0423, -0.0763, -0.0431, -0.072, -0.0611, -0.0275, -0.0193, -0.0364, -0.0348, -0.0348, -0.0533, -0.0589, -0.0748, -0.0936, -0.0936, -0.0767, -0.0123, -0.0247, -0.0626, -0.0753, -0.0762, -0.0582, -0.0364, -0.041, -0.1156, -0.1285, -0.1285, -0.1523, -0.1511, -0.1485, -0.1426, -0.1425, -0.1566, -0.1713, -0.1887, -0.2028, -0.2795, -0.3022, -0.3539, -0.4175, -0.3363, -0.3063, -0.314, -0.3751, -0.43, -0.3912, -0.3912, -0.3954, -0.3973, -0.3937, -0.39, -0.4247, -0.4118, -0.3787, -0.3633, -0.3921, -0.3686, -0.3904, -0.3412, -0.3544, -0.3822, -0.3641, -0.3707, -0.3694, -0.39, -0.4118, -0.3965]}
{"unit_id": "orig:1944433702315950476", "ticker_idx": 0, "ts": "2025-07-13T16:28:15+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla future's valuation will be EV + OpenAI/xAI + Uber + Nvidia", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA: sees future valuation encompassing EV, AI, robotaxi, and chip-scale businesses combined.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "The way I see it, Tesla future's valuation will be\n\nEV + OpenAI/xAI + Uber + Nvidia\n\n🤯 $tsla", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01069733100710224, "ret_signed_m1d": -0.01069733100710224, "alpha_spy_m1d": -0.008792879705281087, "alpha_c_m1d": -0.007007806516754811, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.003689524490347429, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01931207079538977, "ret_signed_p1d": -0.01931207079538977, "alpha_spy_p1d": -0.015038858183975323, "alpha_c_p1d": -0.005003911469925515, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.014308159325464254, "ret_p1w": 0.03657304058414246, "ret_signed_p1w": 0.03657304058414246, "alpha_spy_p1w": 0.030234976872433927, "alpha_c_p1w": 0.03220857354520912, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.0043644670389333395, "ret_p1m": 0.07554434491161999, "ret_signed_p1m": 0.07554434491161999, "alpha_spy_p1m": 0.046927401063105334, "alpha_c_p1m": 0.05534180264416455, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.020202542267455437, "ret_p3m": 0.3743768284425759, "ret_signed_p3m": 0.3743768284425759, "alpha_spy_p3m": 0.2972160312990355, "alpha_c_p3m": 0.31415244169931933, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.060224386743256586, "ret_p6m": 0.36623540484038264, "ret_signed_p6m": 0.36623540484038264, "alpha_spy_p6m": 0.25265210000994864, "alpha_c_p6m": 0.27265709399982985, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.09357831084055279, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07554434491161999, "alpha_spy_stated": 0.046927401063105334, "alpha_c_stated": 0.05534180264416455, "price_path": [-0.2378, -0.2383, -0.2383, -0.2821, -0.2491, -0.2088, -0.1811, -0.1008, -0.0979, -0.0785, -0.1096, -0.1148, -0.0937, -0.1156, -0.1311, -0.1284, -0.1012, -0.0588, 0.0047, 0.0542, 0.0971, 0.0818, 0.1044, 0.0795, 0.0849, 0.0559, 0.0762, 0.0708, 0.0708, 0.1451, 0.1262, 0.1311, 0.0933, 0.0814, 0.0864, 0.0478, -0.1016, -0.0687, -0.0263, 0.029, 0.0301, 0.007, 0.0265, 0.0386, -0.0017, 0.0163, 0.0163, 0.0166, 0.1003, 0.0744, 0.0336, 0.028, 0.0212, 0.0024, -0.0511, -0.0039, -0.0049, -0.0049, -0.0725, -0.0602, -0.0663, -0.0222, -0.0107, 0.0, -0.0193, 0.0151, 0.0079, 0.0402, 0.0366, 0.048, 0.0494, -0.0366, -0.0027, 0.0274, 0.0136, 0.0068, -0.0272, -0.045, -0.0241, -0.0258, 0.0095, 0.0169, 0.0402, 0.0698, 0.0755, 0.0709, 0.0589, 0.0431, 0.0576, 0.0392, 0.0221, 0.0101, 0.0729, 0.0937, 0.1097, 0.1032, 0.0918, 0.0536, 0.0536, 0.0393, 0.0542, 0.0683, 0.1071, 0.0931, 0.0949, 0.0975, 0.1638, 0.2494, 0.2939, 0.3305, 0.3438, 0.3154, 0.3445, 0.3702, 0.3438, 0.3973, 0.336, 0.3897, 0.3986, 0.4033, 0.4499, 0.3758, 0.3564, 0.4303, 0.3666, 0.3843, 0.3744, 0.3048, 0.3755, 0.3545, 0.3731, 0.353, 0.3863, 0.4119, 0.3967, 0.3852, 0.4168, 0.3686, 0.4276, 0.4533, 0.4563, 0.3888, 0.4407, 0.478, 0.4019, 0.4581, 0.4071, 0.3554, 0.405, 0.3873, 0.3588, 0.2685, 0.276, 0.2904, 0.2662, 0.2748, 0.2472, 0.2341, 0.3183, 0.3234, 0.3461, 0.3461, 0.3574, 0.3573, 0.3545, 0.4097, 0.4343, 0.4358, 0.3871, 0.4048, 0.4246, 0.4102, 0.4483, 0.4999, 0.5459, 0.4745, 0.5253, 0.5185, 0.5422, 0.5322, 0.5317, 0.5317, 0.4995, 0.4504, 0.434, 0.4191, 0.4191, 0.3824, 0.4253, 0.3662]}
{"unit_id": "reply:1946289917430002125", "ticker_idx": 0, "ts": "2025-07-18T19:24:11+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Accumulate google.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy/accumulate Google.", "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": "reply_other", "lang": "en", "tweet_text": "@Regrets10x Accumulate google.", "reply_text": null, "parent_text": "https://t.co/wGUD61Thdk", "quoted_text": null, "parent_author": "ToolySOL", "ret_m1d": -0.007997293773206016, "ret_signed_m1d": -0.007997293773206016, "alpha_spy_m1d": -0.008730165081967778, "alpha_c_m1d": -0.012611693350905728, "bench_spy_m1d": 0.0007328713087617622, "bench_c_m1d": 0.004614399577699713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027234507930688157, "ret_signed_p1d": 0.027234507930688157, "alpha_spy_p1d": 0.02533836443855697, "alpha_c_p1d": 0.01386229398137595, "bench_spy_p1d": 0.001896143492131186, "bench_c_p1d": 0.013372213949312206, "ret_p1w": 0.043877703487740005, "ret_signed_p1w": 0.043877703487740005, "alpha_spy_p1w": 0.02870835888590806, "alpha_c_p1w": 0.030411278031630795, "bench_spy_p1w": 0.015169344601831947, "bench_c_p1w": 0.01346642545610921, "ret_p1m": 0.09964352192826764, "ret_signed_p1m": 0.09964352192826764, "alpha_spy_p1m": 0.07459501701818727, "alpha_c_p1m": 0.05623078684600502, "bench_spy_p1m": 0.02504850491008037, "bench_c_p1m": 0.04341273508226262, "ret_p3m": 0.3576922685743218, "ret_signed_p3m": 0.3576922685743218, "alpha_spy_p3m": 0.29485708418289747, "alpha_c_p3m": 0.2671709428358182, "bench_spy_p3m": 0.06283518439142433, "bench_c_p3m": 0.09052132573850358, "ret_p6m": 0.7960341142676315, "ret_signed_p6m": 0.7960341142676315, "alpha_spy_p6m": 0.6819975489747765, "alpha_c_p6m": 0.6815992163467084, "bench_spy_p6m": 0.114036565292855, "bench_c_p6m": 0.1144348979209231, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09964352192826764, "alpha_spy_stated": 0.07459501701818727, "alpha_c_stated": 0.05623078684600502, "price_path": [-0.1825, -0.1616, -0.1403, -0.1259, -0.1332, -0.1356, -0.1429, -0.1294, -0.1147, -0.1137, -0.119, -0.183, -0.1673, -0.1756, -0.1448, -0.139, -0.1075, -0.1151, -0.1031, -0.1012, -0.115, -0.0903, -0.0778, -0.0907, -0.0907, -0.0668, -0.0698, -0.0725, -0.0731, -0.0877, -0.1031, -0.093, -0.0922, -0.0626, -0.0485, -0.0349, -0.0417, -0.0506, -0.0561, -0.0448, -0.0492, -0.0634, -0.0634, -0.0995, -0.1074, -0.0988, -0.0777, -0.0622, -0.0353, -0.0477, -0.0498, -0.0347, -0.0299, -0.0299, -0.0447, -0.0578, -0.0456, -0.0402, -0.0263, -0.0189, -0.0165, -0.0113, -0.008, 0.0, 0.0272, 0.0339, 0.0279, 0.0384, 0.0439, 0.0406, 0.0578, 0.062, 0.037, 0.022, 0.0539, 0.0519, 0.0596, 0.0619, 0.0884, 0.0861, 0.0988, 0.0913, 0.0966, 0.1018, 0.0996, 0.0892, 0.0771, 0.0794, 0.1136, 0.1266, 0.1193, 0.1211, 0.1436, 0.1505, 0.1505, 0.1421, 0.2464, 0.2553, 0.2699, 0.2658, 0.296, 0.2935, 0.3, 0.3024, 0.3608, 0.3584, 0.3496, 0.3631, 0.3776, 0.3658, 0.3611, 0.3367, 0.3294, 0.3334, 0.3199, 0.3148, 0.3245, 0.3288, 0.327, 0.3544, 0.3292, 0.323, 0.3063, 0.2795, 0.3205, 0.3275, 0.3577, 0.36, 0.37, 0.3875, 0.3546, 0.3613, 0.3688, 0.4058, 0.4563, 0.4466, 0.485, 0.5224, 0.5208, 0.5345, 0.5011, 0.5377, 0.5401, 0.508, 0.569, 0.5755, 0.5507, 0.5066, 0.495, 0.5415, 0.5375, 0.5837, 0.5655, 0.6207, 0.723, 0.7493, 0.7304, 0.7304, 0.7317, 0.7031, 0.7081, 0.7287, 0.7178, 0.7376, 0.6979, 0.716, 0.733, 0.6909, 0.6739, 0.6681, 0.6592, 0.6059, 0.6369, 0.6624, 0.6765, 0.7013, 0.6999, 0.6999, 0.6967, 0.697, 0.6986, 0.694, 0.694, 0.7056, 0.7131, 0.7012, 0.7426, 0.7613, 0.7782, 0.796]}
{"unit_id": "reply:1957856064839246145", "ticker_idx": 0, "ts": "2025-08-19T17:23:55+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$hood is good. Im holding forever. Analyst just priced at $165", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding HOOD indefinitely; analyst PT $165 cited as support for bullish stance.", "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": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy $hood is good. Im holding forever.  Analyst just priced at $165", "reply_text": null, "parent_text": "$HOOD is down over 6%.\n\nGoing through short term pain for long term gain.\n\nThe rebound will be glorious.", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": 0.06995345714480372, "ret_signed_m1d": 0.06995345714480372, "alpha_spy_m1d": 0.06449866687557693, "alpha_c_m1d": 0.07185446523439887, "bench_spy_m1d": 0.005454790269226795, "bench_c_m1d": -0.0019010080895951464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02009305732194766, "ret_signed_p1d": -0.02009305732194766, "alpha_spy_p1d": -0.017436072713495787, "alpha_c_p1d": -0.025226265242166535, "bench_spy_p1d": -0.0026569846084518733, "bench_c_p1d": 0.005133207920218874, "ret_p1w": 0.012093051644258779, "ret_signed_p1w": 0.012093051644258779, "alpha_spy_p1w": 0.0037310782667681064, "alpha_c_p1w": -0.008249252067928703, "bench_spy_p1w": 0.008361973377490672, "bench_c_p1w": 0.02034230371218748, "ret_p1m": 0.1036279012990553, "ret_signed_p1m": 0.1036279012990553, "alpha_spy_p1m": 0.07335320765236109, "alpha_c_p1m": 0.07549088996334086, "bench_spy_p1m": 0.030274693646694217, "bench_c_p1m": 0.028137011335714446, "ret_p3m": 0.13953488372093026, "ret_signed_p3m": 0.13953488372093026, "alpha_spy_p3m": 0.08642065508464136, "alpha_c_p3m": 0.13910396793245128, "bench_spy_p3m": 0.053114228636288896, "bench_c_p3m": 0.0004309157884789805, "ret_p6m": -0.27469766306322674, "ret_signed_p6m": -0.27469766306322674, "alpha_spy_p6m": -0.36240940584142156, "alpha_c_p6m": -0.2841759692040382, "bench_spy_p6m": 0.08771174277819482, "bench_c_p6m": 0.009478306140811465, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1036279012990553, "alpha_spy_stated": 0.07335320765236109, "alpha_c_stated": 0.07549088996334086, "price_path": [-0.3975, -0.4124, -0.4124, -0.3859, -0.394, -0.4051, -0.3847, -0.3676, -0.3328, -0.3277, -0.3255, -0.3034, -0.3172, -0.3255, -0.3034, -0.3131, -0.3247, -0.286, -0.3028, -0.2712, -0.2712, -0.2698, -0.2898, -0.2371, -0.2302, -0.2138, -0.2276, -0.129, -0.1411, -0.0886, -0.1219, -0.1219, -0.1306, -0.151, -0.1206, -0.0819, -0.0852, -0.0701, -0.074, -0.0395, -0.0191, 0.0208, -0.0294, -0.0526, -0.0504, -0.0518, -0.0247, -0.0068, -0.0389, -0.013, -0.0414, -0.0707, -0.0105, -0.019, -0.0172, 0.0347, 0.0663, 0.0569, 0.0613, 0.0104, 0.0299, 0.062, 0.07, 0.0, -0.0201, -0.0112, 0.0169, 0.0041, 0.0121, -0.0426, -0.0354, -0.0323, -0.0323, -0.062, -0.0621, -0.0427, -0.0581, 0.091, 0.1023, 0.0927, 0.0953, 0.07, 0.0682, 0.0919, 0.1036, 0.1247, 0.1607, 0.1618, 0.174, 0.1795, 0.1409, 0.1328, 0.2718, 0.3319, 0.2943, 0.3553, 0.383, 0.342, 0.3488, 0.4034, 0.4182, 0.2927, 0.3087, 0.2553, 0.2479, 0.2227, 0.2085, 0.2633, 0.2264, 0.1834, 0.2496, 0.3004, 0.3568, 0.3605, 0.347, 0.2844, 0.3654, 0.3682, 0.2726, 0.3254, 0.1821, 0.2127, 0.264, 0.2273, 0.237, 0.1305, 0.1395, 0.0788, 0.0633, 0.0992, -0.012, -0.0019, 0.0695, 0.0751, 0.1926, 0.1926, 0.1953, 0.1464, 0.1716, 0.2432, 0.2752, 0.2274, 0.2691, 0.2624, 0.262, 0.1477, 0.1116, 0.0722, 0.1107, 0.0772, 0.0899, 0.1288, 0.1383, 0.1185, 0.1204, 0.1204, 0.0989, 0.0924, 0.074, 0.0521, 0.0521, 0.0717, 0.1464, 0.1321, 0.0881, 0.0734, 0.0723, 0.0932, 0.1185, 0.1132, 0.0265, 0.0115, 0.0115, -0.016, -0.0147, -0.0116, -0.0047, -0.0047, -0.021, -0.0381, -0.0582, -0.0746, -0.1636, -0.19, -0.25, -0.3239, -0.2296, -0.1948, -0.2037, -0.2747]}
{"unit_id": "thread:1965106511769653679", "ticker_idx": 0, "ts": "2025-09-08T17:34:36+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASTS dies, free market crowns SpaceX", "tweet_type": "analysis", "timeline": "years", "summary": "Bearish ASTS: SpaceX dominates D2C, ASTS comes online late with production issues, never reaches profitability, eventually fails.", "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": "self_thread", "lang": "en", "tweet_text": "Here's an easy scenario for $ASTS.\n\n1. SpaceX goes hard on direct to cell with their at-cost overhead to launch. (See Starlink launches)\n\n2. SpaceX takes over 90% d2c business.\n\n3. Regulators, market will keep promoting free market and continue to fund $ASTS debt, atm.\n\n4. $ASTS comes online 2 years late, and have tons of problem with production like switching between satellite, possible risk of deorbits.  \n\n5. $ASTS dies, free market crowns SpaceX\n\n---\n\n@SayNoToTrading without economy of scale through costs of launch, and  capital, they will never reach profitability against the capex &amp; R&amp;D", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04022564069743928, "ret_signed_m1d": -0.04022564069743928, "alpha_spy_m1d": -0.042676198447807345, "alpha_c_m1d": -0.042676198447807345, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0024505577503680653, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09467747282344019, "ret_signed_p1d": 0.09467747282344019, "alpha_spy_p1d": 0.09698935744359127, "alpha_c_p1d": 0.09698935744359127, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.0023118846201510834, "ret_p1w": 0.004905586477651491, "ret_signed_p1w": -0.004905586477651491, "alpha_spy_p1w": 0.01371256526442255, "alpha_c_p1w": 0.01371256526442255, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.01861815174207404, "ret_p1m": 0.8334559519428617, "ret_signed_p1m": -0.8334559519428617, "alpha_spy_p1m": -0.7993251466581028, "alpha_c_p1m": -0.7993251466581028, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.03413080528475887, "ret_p3m": 0.7819475278432195, "ret_signed_p3m": -0.7819475278432195, "alpha_spy_p3m": -0.724216705324187, "alpha_c_p3m": -0.724216705324187, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.0577308225190325, "ret_p6m": 1.2732401095062311, "ret_signed_p6m": -1.2732401095062311, "alpha_spy_p6m": -1.2186770834721106, "alpha_c_p6m": -1.2186770834721106, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": 0.054563026034120554, "ret_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": [-0.1055, -0.0944, -0.0589, 0.028, -0.0164, 0.0878, 0.0878, 0.1268, 0.2313, 0.3054, 0.2257, 0.2416, 0.2107, 0.1462, 0.1065, 0.1212, 0.1185, 0.1185, 0.1207, 0.115, 0.0424, 0.0785, 0.118, 0.1739, 0.2539, 0.2909, 0.4091, 0.4221, 0.39, 0.4003, 0.4452, 0.4731, 0.3327, 0.3299, 0.3022, 0.3316, 0.3041, 0.2867, 0.2602, 0.2894, 0.2703, 0.1702, 0.1437, 0.1263, 0.2205, 0.2276, 0.1896, 0.1793, 0.1813, 0.1025, 0.1057, 0.1033, 0.1545, 0.2266, 0.2369, 0.1835, 0.2006, 0.2004, 0.2004, 0.196, 0.1091, 0.0267, 0.0402, 0.0, -0.0947, -0.0782, -0.0589, -0.0503, 0.0049, -0.0083, 0.0103, 0.0164, 0.1062, 0.1982, 0.3441, 0.3368, 0.2114, 0.2041, 0.1979, 0.2038, 0.3966, 0.6228, 0.662, 0.7881, 0.8335, 0.9917, 1.1288, 1.012, 1.2198, 1.3179, 1.3471, 1.1952, 1.0478, 1.0312, 0.9281, 0.7501, 0.7591, 0.8077, 0.9487, 0.9075, 0.9637, 0.8808, 0.9684, 0.745, 0.7182, 0.7263, 0.6012, 0.6971, 0.6851, 0.6652, 0.5818, 0.507, 0.506, 0.3883, 0.428, 0.4229, 0.2436, 0.26, 0.349, 0.3615, 0.3618, 0.3618, 0.3785, 0.2904, 0.3954, 0.507, 0.7819, 0.8131, 0.8151, 0.7866, 0.9389, 1.0787, 0.8813, 0.6632, 0.677, 0.5173, 0.6171, 0.8602, 1.1212, 1.1013, 0.9144, 0.9144, 0.7648, 0.753, 0.8317, 0.7815, 0.7815, 1.0473, 1.2301, 1.3912, 1.1028, 1.2212, 1.3956, 1.4133, 1.2742, 1.3355, 1.4834, 1.8396, 1.8396, 1.7579, 1.5386, 1.8543, 1.7856, 1.57, 1.7309, 1.9735, 1.9946, 1.7277, 1.5644, 1.8393, 1.5386, 1.2877, 1.4967, 1.5048, 1.3613, 1.3772, 1.0167, 1.0238, 1.0238, 1.0365, 1.0709, 1.1192, 0.9671, 1.0579, 1.105, 1.0201, 1.1035, 0.9424, 1.132, 1.2732]}
{"unit_id": "orig:1965724053462995025", "ticker_idx": 0, "ts": "2025-09-10T10:28:30+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ASTS will be collateral damage", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Elon's competitive push threatens AST SpaceMobile as collateral damage, while targeting phone makers, RF chip firms (Qualcomm, Samsung), and telecoms.", "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": "Elon is not going after $ASTS. He's going after phone mfg, RF chip makers (like Qualcomm and Samsung), telecoms, and ASTS will be collateral damage.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017828684167037867, "ret_signed_m1d": 0.017828684167037867, "alpha_spy_m1d": 0.014946117192181418, "alpha_c_m1d": 0.014946117192181418, "bench_spy_m1d": -0.0028825669748564486, "bench_c_m1d": -0.0028825669748564486, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02102174194619799, "ret_signed_p1d": -0.02102174194619799, "alpha_spy_p1d": -0.012711546893918735, "alpha_c_p1d": -0.012711546893918735, "bench_spy_p1d": 0.008310195052279257, "bench_c_p1d": 0.008310195052279257, "ret_p1w": 0.09606164501756709, "ret_signed_p1w": -0.09606164501756709, "alpha_spy_p1w": -0.08537499987040853, "alpha_c_p1w": -0.08537499987040853, "bench_spy_p1w": 0.010686645147158558, "bench_c_p1w": 0.010686645147158558, "ret_p1m": 1.3094730358370388, "ret_signed_p1m": -1.3094730358370388, "alpha_spy_p1m": -1.2775650584642197, "alpha_c_p1m": -1.2775650584642197, "bench_spy_p1m": 0.03190797737281903, "bench_c_p1m": 0.03190797737281903, "ret_p3m": 0.9691324213520716, "ret_signed_p3m": -0.9691324213520716, "alpha_spy_p3m": -0.918051801730273, "alpha_c_p3m": -0.918051801730273, "bench_spy_p3m": 0.05108061962179855, "bench_c_p3m": 0.05108061962179855, "ret_p6m": 1.4976050036482227, "ret_signed_p6m": -1.4976050036482227, "alpha_spy_p6m": -1.4469961542196503, "alpha_c_p6m": -1.4469961542196503, "bench_spy_p6m": 0.050608849428572356, "bench_c_p6m": 0.050608849428572356, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -1.3094730358370388, "alpha_spy_stated": -1.2775650584642197, "alpha_c_stated": -1.2775650584642197, "price_path": [0.021, 0.1152, 0.0671, 0.1801, 0.1801, 0.2225, 0.3358, 0.4162, 0.3297, 0.347, 0.3135, 0.2435, 0.2004, 0.2163, 0.2134, 0.2134, 0.2158, 0.2097, 0.1309, 0.17, 0.2129, 0.2735, 0.3603, 0.4005, 0.5287, 0.5428, 0.508, 0.5192, 0.5679, 0.5982, 0.4458, 0.4428, 0.4127, 0.4447, 0.4148, 0.396, 0.3672, 0.3989, 0.3781, 0.2696, 0.2408, 0.2219, 0.3241, 0.3318, 0.2906, 0.2794, 0.2815, 0.1961, 0.1996, 0.1969, 0.2525, 0.3308, 0.3419, 0.2839, 0.3026, 0.3023, 0.3023, 0.2975, 0.2033, 0.1139, 0.1285, 0.0849, -0.0178, 0.0, 0.021, 0.0303, 0.0902, 0.0758, 0.0961, 0.1027, 0.2001, 0.2999, 0.4582, 0.4502, 0.3143, 0.3063, 0.2996, 0.306, 0.5152, 0.7605, 0.8031, 0.9399, 0.9891, 1.1607, 1.3095, 1.1828, 1.4082, 1.5146, 1.5463, 1.3816, 1.2217, 1.2036, 1.0918, 0.8986, 0.9085, 0.9611, 1.1142, 1.0695, 1.1304, 1.0404, 1.1354, 0.8932, 0.864, 0.8728, 0.7371, 0.8411, 0.8281, 0.8065, 0.7161, 0.6349, 0.6338, 0.5061, 0.5492, 0.5436, 0.3491, 0.367, 0.4635, 0.4771, 0.4774, 0.4774, 0.4955, 0.3999, 0.5138, 0.6349, 0.9332, 0.967, 0.9691, 0.9383, 1.1035, 1.2552, 1.041, 0.8044, 0.8193, 0.6461, 0.7544, 1.0181, 1.3012, 1.2797, 1.0769, 1.0769, 0.9146, 0.9018, 0.9872, 0.9327, 0.9327, 1.2211, 1.4194, 1.5942, 1.2813, 1.4098, 1.599, 1.6181, 1.4673, 1.5338, 1.6943, 2.0806, 2.0806, 1.992, 1.7541, 2.0966, 2.0221, 1.7882, 1.9627, 2.2259, 2.2488, 1.9593, 1.7821, 2.0804, 1.7541, 1.4819, 1.7086, 1.7174, 1.5617, 1.579, 1.1879, 1.1956, 1.1956, 1.2094, 1.2467, 1.2991, 1.1341, 1.2326, 1.2837, 1.1916, 1.2821, 1.1072, 1.3129, 1.4662, 1.7911, 1.4976]}
{"unit_id": "reply:1953854828704071899", "ticker_idx": 0, "ts": "2025-08-08T16:24:26+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BMNR is doing great! easy 5x if ethereum doubles", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BMNR with 5x upside conditional on ETH doubling; implicitly bullish on ETH as well.", "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": "reply_other", "lang": "en", "tweet_text": "@Micro2Macr0 @ethereum @solana $BMNR is doing great! easy 5x if ethereum doubles", "reply_text": null, "parent_text": "Thank you #Bitcoin, @ethereum, and @Solana, Treasuries; for saving my ass from Bitcoin miners like $CLSK and $MARA https://t.co/ql3sqMX7pz", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": -0.19735560787579443, "ret_signed_m1d": -0.19735560787579443, "alpha_spy_m1d": -0.1896183844686017, "alpha_c_m1d": -0.188098078788137, "bench_spy_m1d": -0.007737223407192739, "bench_c_m1d": -0.009257529087657423, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14680147590459103, "ret_signed_p1d": 0.14680147590459103, "alpha_spy_p1d": 0.14877888039969234, "alpha_c_p1d": 0.1471871471350339, "bench_spy_p1d": -0.0019774044951013092, "bench_c_p1d": -0.00038567123044286333, "ret_p1w": 0.12405213877586818, "ret_signed_p1w": 0.12405213877586818, "alpha_spy_p1w": 0.1142274882695462, "alpha_c_p1w": 0.1122874478362208, "bench_spy_p1w": 0.009824650506321975, "bench_c_p1w": 0.011764690939647382, "ret_p1m": -0.1485513507200974, "ret_signed_p1m": -0.1485513507200974, "alpha_spy_p1m": -0.16683505427077672, "alpha_c_p1m": -0.1728522244873335, "bench_spy_p1m": 0.01828370355067932, "bench_c_p1m": 0.02430087376723611, "ret_p3m": -0.1946334897029679, "ret_signed_p3m": -0.1946334897029679, "alpha_spy_p3m": -0.26098622391479676, "alpha_c_p3m": -0.21243779808843322, "bench_spy_p3m": 0.06635273421182886, "bench_c_p3m": 0.017804308385465317, "ret_p6m": -0.5565487794391304, "ret_signed_p6m": -0.5565487794391304, "alpha_spy_p6m": -0.6541954869788071, "alpha_c_p6m": -0.6056774067715653, "bench_spy_p6m": 0.09764670753967675, "bench_c_p6m": 0.04912862733243495, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1485513507200974, "alpha_spy_stated": -0.16683505427077672, "alpha_c_stated": -0.1728522244873335, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.8493, -0.8533, -0.866, -0.8688, -0.8775, -0.8909, -0.9036, -0.9076, -0.9063, -0.9086, -0.9086, -0.9104, -0.9144, -0.9141, -0.915, -0.9141, -0.9171, -0.3409, -0.1056, 0.1375, 1.6249, 1.6249, 1.0898, 1.168, 0.2973, -0.1054, -0.2102, -0.2024, -0.223, -0.1289, -0.1853, -0.1766, -0.2306, -0.2158, -0.232, -0.1882, -0.2261, -0.3173, -0.3778, -0.3311, -0.3265, -0.384, -0.3947, -0.3525, -0.252, -0.1974, 0.0, 0.1468, 0.2141, 0.1983, 0.1754, 0.1241, 0.0669, -0.0321, 0.0122, -0.0719, 0.0401, -0.0356, -0.0288, -0.105, -0.1139, -0.1519, -0.1519, -0.1738, -0.1277, -0.1797, -0.1826, -0.1486, -0.1328, -0.1134, -0.0708, 0.0712, 0.0327, 0.0875, 0.1097, 0.1659, 0.1917, 0.0714, 0.0595, 0.0095, -0.0362, -0.0181, 0.0348, 0.0097, 0.0181, 0.0986, 0.1015, 0.2292, 0.1511, 0.1666, 0.1491, 0.0202, 0.1054, 0.029, 0.0461, -0.0068, -0.0307, 0.0461, 0.0082, -0.0661, -0.0436, -0.0198, 0.0443, 0.0216, -0.0325, -0.1338, -0.0929, -0.1666, -0.2327, -0.1946, -0.2734, -0.2178, -0.1999, -0.2302, -0.2112, -0.2889, -0.3311, -0.3982, -0.3724, -0.4326, -0.4941, -0.4945, -0.3953, -0.4379, -0.3829, -0.3829, -0.356, -0.4373, -0.3795, -0.3455, -0.2938, -0.3377, -0.3029, -0.2374, -0.2142, -0.2535, -0.322, -0.398, -0.3895, -0.4297, -0.447, -0.3901, -0.3953, -0.4208, -0.4292, -0.4292, -0.4494, -0.4449, -0.4609, -0.4719, -0.4719, -0.3934, -0.3514, -0.3712, -0.4095, -0.3916, -0.4153, -0.3945, -0.3928, -0.3648, -0.3996, -0.3939, -0.3939, -0.4507, -0.4292, -0.4379, -0.4399, -0.4593, -0.4295, -0.4237, -0.4807, -0.5118, -0.5565]}
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{"unit_id": "reply:1959221069891428693", "ticker_idx": 0, "ts": "2025-08-23T11:47:58+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$15B MC for a language app with questionable growth trajectory in the age of AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish DUOL: $15B market cap seen as absurd for a language app with questionable growth trajectory amid AI disruption risk.", "resolved_tickers": ["DUOL"], "resolution_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": "$15B MC for a language app with questionable growth trajectory in the age of AI, specifically this:\n\n3 - AI isn’t a threat, it’s an accelerant Some say “AI will replace Duolingo.” I think that’s nonsense. You don’t build an ecosystem like $DUOL overnight. And you don’t learn with the same joy or stickiness using a cold chatbot.\n\nI would not feel comfortable with growth AI. There's like a 20% chance you're right.", "reply_text": null, "parent_text": "@DeepValueBagger How about some more substantial arguments instead of simply calling it 'absurd'. Why do you think it's absurd?", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": 0.03244771215954212, "ret_signed_m1d": -0.03244771215954212, "alpha_spy_m1d": -0.028027141048880155, "alpha_c_m1d": -0.028027141048880155, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01686166434348002, "ret_signed_p1d": 0.01686166434348002, "alpha_spy_p1d": 0.021048729557613832, "alpha_c_p1d": 0.021048729557613832, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.07335744434652947, "ret_signed_p1w": 0.07335744434652947, "alpha_spy_p1w": 0.07737334234239368, "alpha_c_p1w": 0.07737334234239368, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": -0.06825535799765803, "ret_signed_p1m": 0.06825535799765803, "alpha_spy_p1m": 0.10339919609306436, "alpha_c_p1m": 0.10339919609306436, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.47732082743042636, "ret_signed_p3m": 0.47732082743042636, "alpha_spy_p3m": 0.49579516848466265, "alpha_c_p3m": 0.49579516848466265, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.6513190611629454, "ret_signed_p6m": 0.6513190611629454, "alpha_spy_p6m": 0.720266311691047, "alpha_c_p6m": 0.720266311691047, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06825535799765803, "alpha_spy_stated": 0.10339919609306436, "alpha_c_stated": 0.10339919609306436, "price_path": [0.6314, 0.5972, 0.6165, 0.639, 0.5971, 0.614, 0.627, 0.5958, 0.5491, 0.512, 0.4739, 0.4979, 0.4886, 0.4774, 0.4818, 0.4893, 0.4893, 0.4671, 0.3954, 0.3153, 0.2372, 0.2402, 0.2794, 0.2756, 0.2539, 0.2351, 0.2191, 0.2191, 0.2334, 0.2116, 0.2156, 0.1835, 0.1536, 0.171, 0.1769, 0.1242, 0.126, 0.1526, 0.107, 0.1082, 0.1193, 0.1229, 0.1327, 0.0593, 0.0382, 0.0619, 0.0781, 0.0546, 0.0962, 0.0587, 0.069, 0.2159, 0.1521, 0.0596, 0.0046, 0.0202, 0.0263, 0.0171, 0.1486, 0.0598, 0.0543, 0.0749, 0.0324, 0.0, -0.0169, -0.0109, 0.0042, -0.0734, -0.0734, -0.0979, -0.1211, -0.1516, -0.1564, -0.156, -0.1492, -0.1105, -0.0376, -0.0421, -0.113, -0.1266, -0.1315, -0.0988, -0.095, -0.0376, -0.0683, -0.0631, -0.0247, 0.0154, 0.0228, 0.0012, -0.0551, -0.0263, 0.0037, -0.0035, -0.0045, 0.0804, 0.049, 0.0111, 0.0266, 0.0347, 0.0611, 0.0284, 0.008, -0.0271, -0.0119, -0.0431, -0.0249, -0.0294, -0.0458, -0.0857, -0.1514, -0.1824, -0.158, -0.1758, -0.1848, -0.1911, -0.3973, -0.374, -0.4002, -0.3937, -0.4195, -0.4197, -0.4242, -0.4454, -0.4542, -0.4572, -0.4773, -0.4625, -0.4634, -0.4532, -0.4138, -0.4138, -0.4045, -0.4231, -0.4319, -0.4234, -0.4139, -0.3786, -0.3532, -0.3496, -0.3858, -0.3748, -0.3894, -0.4214, -0.419, -0.4277, -0.431, -0.4215, -0.4233, -0.4423, -0.4379, -0.4379, -0.4349, -0.4395, -0.4489, -0.454, -0.454, -0.451, -0.424, -0.4433, -0.4515, -0.4591, -0.4504, -0.4968, -0.4842, -0.5138, -0.5196, -0.5329, -0.5329, -0.5378, -0.5433, -0.5218, -0.5148, -0.5285, -0.5455, -0.5557, -0.5661, -0.5829, -0.5896, -0.6258, -0.6363, -0.6443, -0.6285, -0.6301, -0.6245, -0.66, -0.6514, -0.6498, -0.6498, -0.6513]}
{"unit_id": "reply:1941584136101110086", "ticker_idx": 0, "ts": "2025-07-05T19:45:05+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ethereum deserves a lot attention because it was unfavored for past 12 months", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ETH; argues it deserves attention after 12 months of being out of favor.", "resolved_tickers": ["ETH-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": "@jrouldz I have back in 2017 too but lost from trading shitcoin. I started acquiring in 2021.   Ethereum deserves a lot attention because it was unfavored for past 12 months. https://t.co/lW4p7UuwIB", "reply_text": null, "parent_text": "Suddenly all of fin X is lighting up about $ETH\n\nBut how many have been quietly bagholding since 2017? 😤😂 https://t.co/pgUoTYTdLO", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.013564567132179572, "ret_signed_m1d": -0.013564567132179572, "alpha_spy_m1d": -0.02107248786775351, "alpha_c_m1d": -0.02107248786775351, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028506606355380493, "ret_signed_p1d": 0.028506606355380493, "alpha_spy_p1d": 0.029054341650393, "alpha_c_p1d": 0.029054341650393, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0005477352950125081, "ret_p1w": 0.1849528934882283, "ret_signed_p1w": 0.1849528934882283, "alpha_spy_p1w": 0.17829903813369574, "alpha_c_p1w": 0.17829903813369574, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.006653855354532556, "ret_p1m": 0.4203227247757384, "ret_signed_p1m": 0.4203227247757384, "alpha_spy_p1m": 0.40857768526502336, "alpha_c_p1m": 0.40857768526502336, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.7648055688735085, "ret_signed_p3m": 0.7648055688735085, "alpha_spy_p3m": 0.6836118897129624, "alpha_c_p3m": 0.6836118897129624, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.16846297424526568, "ret_signed_p6m": 0.16846297424526568, "alpha_spy_p6m": 0.055247908253552636, "alpha_c_p6m": 0.055247908253552636, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.3629899611969146, "ret_signed_p1y": -0.3629899611969146, "alpha_spy_p1y": -0.5574291305641447, "alpha_c_p1y": -0.5574291305641447, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.19443916936723005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4203227247757384, "alpha_spy_stated": 0.40857768526502336, "alpha_c_stated": 0.40857768526502336, "price_path": [-0.3441, -0.4013, -0.3837, -0.3619, -0.3753, -0.3794, -0.3777, -0.3752, -0.3788, -0.309, -0.2937, -0.304, -0.2974, -0.2926, -0.2925, -0.2946, -0.2768, -0.2754, -0.2844, -0.2862, -0.2876, -0.1323, -0.0777, -0.0183, 0.0539, 0.0264, 0.0015, -0.0026, -0.0054, -0.0074, 0.0037, 0.0476, -0.0065, 0.0083, 0.0472, 0.0547, 0.0353, -0.0051, 0.0252, 0.0198, 0.0258, -0.0498, -0.0259, 0.0545, 0.1064, 0.0906, 0.0428, 0.0143, -0.0009, -0.0127, -0.0074, -0.0084, -0.0534, -0.0477, -0.0374, -0.0486, -0.0499, -0.0469, -0.0222, -0.054, 0.0111, 0.0189, -0.0136, 0.0, 0.0285, 0.0896, 0.1619, 0.1631, 0.185, 0.2347, 0.3258, 0.3672, 0.3956, 0.4799, 0.4743, 0.4273, 0.4581, 0.4657, 0.4893, 0.4917, 0.4975, 0.4537, 0.3717, 0.4624, 0.4203, 0.4486, 0.5392, 0.5768, 0.6622, 0.8053, 0.8703, 0.7885, 0.746, 0.6958, 0.6018, 0.7045, 0.6607, 0.8999, 0.7196, 0.809, 0.7709, 0.7724, 0.7146, 0.6966, 0.7009, 0.75, 0.6904, 0.6937, 0.6941, 0.6945, 0.7102, 0.7543, 0.8542, 0.7801, 0.771, 0.806, 0.8049, 0.7581, 0.6527, 0.638, 0.6333, 0.5212, 0.587, 0.6584, 0.6303, 0.711, 0.7648, 0.7754, 0.8434, 0.7503, 0.7804, 0.7181, 0.5112, 0.6695, 0.6223, 0.568, 0.5316, 0.5071, 0.5654, 0.5245, 0.4975, 0.5163, 0.5472, 0.6202, 0.566, 0.5349, 0.496, 0.5128, 0.4166, 0.2948, 0.3469, 0.3025, 0.3509, 0.4032, 0.343, 0.3421, 0.2712, 0.2205, 0.1894, 0.2281, 0.1888, 0.1136, 0.0876, 0.1611, 0.1632, 0.1906, 0.1854, 0.1924, 0.1011, 0.1789, 0.255, 0.2325, 0.1893, 0.2289, 0.306, 0.3077, 0.2729, 0.2128, 0.1656, 0.1656, 0.1134, 0.1117, 0.171, 0.1821, 0.1653, 0.1583, 0.1418, 0.1505, 0.154, 0.1685]}
{"unit_id": "quote:1945500473756160248", "ticker_idx": 0, "ts": "2025-07-16T15:07:13+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought 200 shares $BMNR @ 46.80 with my gambling money. My bet is Tom Lee is not going to trash his entire reputation rugging $BMNR.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought BMNR, betting Tom Lee won't rug the stock; expects ATM offerings to build further.", "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": "quote", "lang": "en", "tweet_text": "I bought 200 shares $BMNR @ 46.80 with my gambling money. Don't judge 😂\n\nMy bet is Tom Lee is not going to trash his entire reputation rugging $BMNR. There will be ATM like $SBET to build more bases. Enjoy the party!", "reply_text": null, "parent_text": null, "quoted_text": "Just playing devil's advocate here..\n\nDespite the ungodly dilution:\n\n$SBET 2.3m shares to 71.4m total shares\n$BMNR 4.3m shares to 59.9m total shares\n\nTom Lee, chairman of BMNR, and Joseph Lubin,  cofounder of Ethereum &amp; Chairman at SBET are no dummies. So they must have", "parent_author": null, "ret_m1d": -0.10803576272871163, "ret_signed_m1d": -0.10803576272871163, "alpha_spy_m1d": -0.1047036292468353, "alpha_c_m1d": -0.10111399391102316, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06473210958585351, "ret_signed_p1d": -0.06473210958585351, "alpha_spy_p1d": -0.07085174746336809, "alpha_c_p1d": -0.07434564428433865, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.11830354880409466, "ret_signed_p1w": -0.11830354880409466, "alpha_spy_p1w": -0.13430767568675495, "alpha_c_p1w": -0.13926102316364486, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": 0.3493303538157282, "ret_signed_p1m": 0.3493303538157282, "alpha_spy_p1m": 0.31612083157575155, "alpha_c_p1m": 0.3301032844187577, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": 0.2689731524011161, "ret_signed_p3m": 0.2689731524011161, "alpha_spy_p3m": 0.20383861794430524, "alpha_c_p3m": 0.25314246454205347, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": -0.30158063431665305, "ret_signed_p6m": -0.30158063431665305, "alpha_spy_p6m": -0.4125106747382349, "alpha_c_p6m": -0.38368094611280557, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3493303538157282, "alpha_spy_stated": 0.31612083157575155, "alpha_c_stated": 0.3301032844187577, "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, -0.827, -0.8316, -0.8462, -0.8493, -0.8594, -0.8748, -0.8893, -0.894, -0.8924, -0.8951, -0.8951, -0.8971, -0.9018, -0.9013, -0.9025, -0.9013, -0.9048, -0.2433, 0.0268, 0.3058, 2.0134, 2.0134, 1.3991, 1.4888, 0.4893, 0.027, -0.0933, -0.0844, -0.108, 0.0, -0.0647, -0.0547, -0.1167, -0.0998, -0.1183, -0.0681, -0.1116, -0.2163, -0.2857, -0.2321, -0.2268, -0.2929, -0.3051, -0.2567, -0.1413, -0.0786, 0.148, 0.3165, 0.3937, 0.3757, 0.3493, 0.2904, 0.2248, 0.1112, 0.1621, 0.0654, 0.194, 0.1071, 0.115, 0.0275, 0.0172, -0.0263, -0.0263, -0.0516, 0.0013, -0.0583, -0.0616, -0.0225, -0.0045, 0.0179, 0.0667, 0.2297, 0.1855, 0.2484, 0.2739, 0.3384, 0.3681, 0.2299, 0.2163, 0.1589, 0.1065, 0.1272, 0.1879, 0.1592, 0.1688, 0.2612, 0.2645, 0.4112, 0.3214, 0.3393, 0.3192, 0.1712, 0.269, 0.1812, 0.2009, 0.1402, 0.1127, 0.2009, 0.1574, 0.0721, 0.098, 0.1252, 0.1989, 0.1728, 0.1107, -0.0056, 0.0413, -0.0433, -0.1192, -0.0754, -0.1658, -0.102, -0.0815, -0.1163, -0.0944, -0.1837, -0.2321, -0.3092, -0.2795, -0.3487, -0.4192, -0.4196, -0.3058, -0.3547, -0.2915, -0.2915, -0.2607, -0.354, -0.2877, -0.2487, -0.1893, -0.2397, -0.1998, -0.1245, -0.0979, -0.1431, -0.2216, -0.3089, -0.2991, -0.3453, -0.3652, -0.2998, -0.3058, -0.3351, -0.3447, -0.3447, -0.3679, -0.3628, -0.3811, -0.3938, -0.3938, -0.3036, -0.2554, -0.2781, -0.3221, -0.3016]}
{"unit_id": "orig:1962924619007930647", "ticker_idx": 0, "ts": "2025-09-02T17:04:33+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "high volume buying in the 90's range. That is very encouraging to see", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Encouraged by high-volume buying near $90s as CRWV builds a new base after founder selling.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$CRWV had high volume buying in the 90's range. That is very encouraging to see as the founders sold a huge chunk and we need to build a new base again. https://t.co/bC55feTbbu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10392120160925145, "ret_signed_m1d": 0.10392120160925145, "alpha_spy_m1d": 0.09645553075089985, "alpha_c_m1d": 0.09645553075089985, "bench_spy_m1d": 0.007465670858351592, "bench_c_m1d": 0.007465670858351592, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03706877244720974, "ret_signed_p1d": -0.03706877244720974, "alpha_spy_p1d": -0.04248841499368805, "alpha_c_p1d": -0.04248841499368805, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": 0.005419642546478309, "ret_p1w": 0.0737090759882495, "ret_signed_p1w": 0.0737090759882495, "alpha_spy_p1w": 0.057996931776987726, "alpha_c_p1w": 0.057996931776987726, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.4682880697320475, "ret_signed_p1m": 0.4682880697320475, "alpha_spy_p1m": 0.4213808369911223, "alpha_c_p1m": 0.4213808369911223, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.04690723274092523, "ret_p3m": -0.216627323597831, "ret_signed_p3m": -0.216627323597831, "alpha_spy_p3m": -0.2869330895558254, "alpha_c_p3m": -0.2869330895558254, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": 0.05003220464498881, "ret_signed_p6m": 0.05003220464498881, "alpha_spy_p6m": -0.0387672360995619, "alpha_c_p6m": -0.0387672360995619, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4682880697320475, "alpha_spy_stated": 0.4213808369911223, "alpha_c_stated": 0.4213808369911223, "price_path": [0.4469, 0.5016, 0.7367, 0.6595, 0.6038, 0.596, 0.5769, 0.6981, 0.842, 0.8213, 0.8213, 0.9668, 0.8607, 0.8494, 0.7088, 0.6936, 0.7141, 0.7469, 0.6707, 0.626, 0.7699, 0.7699, 0.7109, 0.6226, 0.6397, 0.4816, 0.3482, 0.4182, 0.5062, 0.5325, 0.4164, 0.318, 0.3382, 0.3903, 0.3504, 0.2856, 0.2387, 0.1815, 0.165, 0.1023, 0.2227, 0.1157, 0.1357, 0.1982, 0.1811, 0.2972, 0.3879, 0.4975, 0.5936, 0.2616, 0.066, 0.071, 0.0371, -0.0048, -0.0195, -0.0273, 0.007, -0.0103, -0.0209, 0.0385, 0.1012, 0.1039, 0.1039, 0.0, -0.0371, -0.0628, -0.0455, 0.0022, 0.0737, 0.255, 0.2073, 0.1995, 0.2907, 0.2722, 0.2948, 0.3005, 0.3377, 0.4274, 0.4023, 0.4292, 0.357, 0.2893, 0.3126, 0.4661, 0.4683, 0.4785, 0.4441, 0.434, 0.3802, 0.4997, 0.5329, 0.4831, 0.5172, 0.4363, 0.4918, 0.5185, 0.4664, 0.3613, 0.3398, 0.302, 0.3214, 0.4201, 0.4577, 0.4442, 0.4991, 0.4041, 0.4325, 0.3533, 0.2401, 0.2258, 0.1456, 0.1143, 0.1315, -0.053, -0.0847, -0.1607, -0.1712, -0.193, -0.1976, -0.1973, -0.2585, -0.2324, -0.2115, -0.2362, -0.2041, -0.2041, -0.2166, -0.1744, -0.1855, -0.1498, -0.0813, -0.054, -0.0761, -0.0287, -0.0555, -0.0639, -0.158, -0.2249, -0.2554, -0.3084, -0.2749, -0.1108, -0.0912, -0.1401, -0.155, -0.155, -0.1813, -0.1973, -0.2083, -0.2328, -0.2328, -0.1502, -0.1766, -0.165, -0.1731, -0.1741, -0.1414, -0.0365, -0.0628, -0.0379, 0.0179, 0.0845, 0.0845, 0.0201, 0.0076, -0.0166, -0.0039, 0.0532, 0.1663, 0.1358, 0.0663, -0.0016, -0.0471, -0.0351, -0.1166, -0.2002, -0.0363, 0.037, 0.019, 0.0194, 0.0253, 0.0289, 0.0289, -0.0251, 0.0226, 0.0407, -0.0438, -0.0268, 0.0639, 0.05]}
{"unit_id": "reply:1962155164699156740", "ticker_idx": 0, "ts": "2025-08-31T14:07:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Same. I need more. Launch is in dec so we have time", "tweet_type": "prediction", "timeline": "months", "summary": "Wants to accumulate more RKLB before December launch 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": "reply_other", "lang": "en", "tweet_text": "@otium33 Same. I need more. Launch is in dec so we have time", "reply_text": null, "parent_text": "need more money to buy more $RKLB https://t.co/08PcDThC6S", "quoted_text": null, "parent_author": "otium33", "ret_m1d": -0.014398760482584372, "ret_signed_m1d": -0.014398760482584372, "alpha_spy_m1d": -0.021864431340935964, "alpha_c_m1d": -0.024029462113966726, "bench_spy_m1d": 0.007465670858351592, "bench_c_m1d": 0.009630701631382355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11721765226161407, "ret_signed_p1d": -0.11721765226161407, "alpha_spy_p1d": -0.12263729480809238, "alpha_c_p1d": -0.11216979234111268, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": -0.005047859920501385, "ret_p1w": -0.04623813689912237, "ret_signed_p1w": -0.04623813689912237, "alpha_spy_p1w": -0.06195028111038414, "alpha_c_p1w": -0.04417922514849204, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": -0.0020589117506303323, "ret_p1m": -0.0271750175475296, "ret_signed_p1m": -0.0271750175475296, "alpha_spy_p1m": -0.07408225028845483, "alpha_c_p1m": -0.05291505861284618, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.025740041065316577, "ret_p3m": -0.14540664741344422, "ret_signed_p3m": -0.14540664741344422, "alpha_spy_p3m": -0.21571241337143865, "alpha_c_p3m": -0.1704130272990353, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.025006379885591068, "ret_p6m": 0.4236462176670377, "ret_signed_p6m": 0.4236462176670377, "alpha_spy_p6m": 0.334846776922487, "alpha_c_p6m": 0.24850403809281363, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.17514217957422407, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0271750175475296, "alpha_spy_stated": -0.07408225028845483, "alpha_c_stated": -0.05291505861284618, "price_path": [-0.4636, -0.4135, -0.3989, -0.449, -0.4451, -0.4646, -0.4847, -0.4616, -0.4642, -0.4352, -0.4352, -0.3908, -0.3352, -0.3214, -0.3439, -0.2671, -0.2825, -0.2746, -0.3038, -0.2764, -0.2768, -0.2768, -0.2115, -0.2144, -0.2062, -0.2071, -0.2085, -0.1237, -0.0955, -0.0329, 0.041, 0.0422, -0.043, -0.0493, -0.0032, -0.0239, -0.0381, -0.0852, -0.1119, -0.0582, -0.0687, -0.0913, -0.0967, -0.0925, -0.1057, -0.1034, -0.0937, -0.087, -0.1192, -0.128, -0.1318, -0.1022, -0.088, -0.1701, -0.1748, -0.1578, -0.1, -0.0424, -0.0239, -0.0621, -0.0284, -0.0144, -0.0144, 0.0, -0.1172, -0.1282, -0.0704, -0.032, -0.0462, -0.0637, -0.0178, 0.0817, 0.0959, -0.0419, -0.0249, -0.0432, -0.0308, 0.0101, 0.073, -0.0126, -0.0544, -0.0619, -0.0466, -0.0284, -0.0272, 0.0641, 0.1389, 0.1864, 0.2474, 0.3245, 0.347, 0.3032, 0.3267, 0.3796, 0.4048, 0.3588, 0.3439, 0.3658, 0.3263, 0.2282, 0.2892, 0.3093, 0.3308, 0.2928, 0.3417, 0.2354, 0.2772, 0.244, 0.1472, 0.1442, 0.0061, 0.0473, 0.0525, 0.0391, 0.0134, -0.0823, -0.0765, -0.1217, -0.1324, -0.1154, -0.1994, -0.1827, -0.1391, -0.1361, -0.1497, -0.1497, -0.1454, -0.1813, -0.1503, -0.0931, 0.0012, -0.0052, 0.0456, 0.0836, 0.1665, 0.2884, 0.247, 0.1237, 0.1253, 0.0943, 0.2152, 0.4301, 0.5727, 0.5652, 0.5652, 0.5652, 0.4328, 0.422, 0.4287, 0.4147, 0.4147, 0.5411, 0.5847, 0.7447, 0.7051, 0.6849, 0.7207, 0.7826, 0.7558, 0.8617, 0.8406, 0.953, 0.953, 0.8082, 0.781, 0.7842, 0.8029, 0.6321, 0.7643, 0.7962, 0.7376, 0.6238, 0.5038, 0.6481, 0.4827, 0.345, 0.4666, 0.538, 0.4608, 0.4119, 0.3387, 0.3677, 0.3677, 0.4174, 0.5092, 0.553, 0.437, 0.4238, 0.419, 0.4236]}
{"unit_id": "reply:1959428090872172915", "ticker_idx": 0, "ts": "2025-08-24T01:30:35+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 maintain it could hit $100 on successful neutron", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Conditional bullish on RKLB; could reach $100 if Neutron launch succeeds.", "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": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ it's all circumstantial. i maintain it could hit $100 on successful neutron.", "reply_text": null, "parent_text": "@DeepValueBagger @DeepValueBagger do you have a EOY price for $RKLB?", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.06014400845340773, "ret_signed_m1d": -0.06014400845340773, "alpha_spy_m1d": -0.06456457956406969, "alpha_c_m1d": -0.07023566356578814, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019271491399562413, "ret_signed_p1d": 0.019271491399562413, "alpha_spy_p1d": 0.015084426185428601, "alpha_c_p1d": 0.008981762809159521, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": 0.029224845780243758, "ret_signed_p1w": 0.029224845780243758, "alpha_spy_p1w": 0.025208947784379543, "alpha_c_p1w": 0.026586482586883342, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.12049975602741547, "ret_signed_p1m": 0.12049975602741547, "alpha_spy_p1m": 0.08535591793200914, "alpha_c_p1m": 0.10689731732799679, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.16391362724220504, "ret_signed_p3m": -0.16391362724220504, "alpha_spy_p3m": -0.18238796829644133, "alpha_c_p3m": -0.14300979033568262, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": 0.4800931296673894, "ret_signed_p6m": 0.4800931296673894, "alpha_spy_p6m": 0.4111458791392877, "alpha_c_p6m": 0.31654539818978256, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12049975602741547, "alpha_spy_stated": 0.08535591793200914, "alpha_c_stated": 0.10689731732799679, "price_path": [-0.3873, -0.4208, -0.4327, -0.4367, -0.4341, -0.4301, -0.4399, -0.3875, -0.3723, -0.4246, -0.4206, -0.4409, -0.4619, -0.4377, -0.4405, -0.4102, -0.4102, -0.3638, -0.3058, -0.2914, -0.3149, -0.2346, -0.2507, -0.2425, -0.273, -0.2444, -0.2448, -0.2448, -0.1766, -0.1796, -0.1711, -0.172, -0.1734, -0.0849, -0.0555, 0.01, 0.087, 0.0883, -0.0006, -0.0072, 0.0409, 0.0193, 0.0044, -0.0447, -0.0726, -0.0165, -0.0275, -0.051, -0.0568, -0.0523, -0.0661, -0.0637, -0.0536, -0.0466, -0.0803, -0.0894, -0.0934, -0.0625, -0.0476, -0.1334, -0.1383, -0.1205, -0.0601, 0.0, 0.0193, -0.0205, 0.0146, 0.0292, 0.0292, 0.0443, -0.0781, -0.0896, -0.0292, 0.0108, -0.004, -0.0222, 0.0256, 0.1296, 0.1444, 0.0005, 0.0182, -0.0008, 0.0121, 0.0548, 0.1205, 0.0311, -0.0125, -0.0203, -0.0044, 0.0146, 0.0159, 0.1112, 0.1893, 0.2389, 0.3026, 0.3831, 0.4066, 0.3609, 0.3854, 0.4407, 0.467, 0.4189, 0.4034, 0.4263, 0.385, 0.2826, 0.3463, 0.3672, 0.3897, 0.3501, 0.4011, 0.2901, 0.3338, 0.299, 0.198, 0.1948, 0.0506, 0.0936, 0.0991, 0.0851, 0.0582, -0.0417, -0.0356, -0.0828, -0.094, -0.0762, -0.1639, -0.1465, -0.101, -0.0978, -0.112, -0.112, -0.1076, -0.1451, -0.1127, -0.0529, 0.0455, 0.0389, 0.0919, 0.1315, 0.2181, 0.3454, 0.3022, 0.1734, 0.1751, 0.1427, 0.269, 0.4934, 0.6423, 0.6345, 0.6345, 0.6345, 0.4962, 0.485, 0.492, 0.4773, 0.4773, 0.6093, 0.6548, 0.8219, 0.7806, 0.7594, 0.7969, 0.8615, 0.8335, 0.9441, 0.9221, 1.0394, 1.0394, 0.8882, 0.8598, 0.8632, 0.8827, 0.7044, 0.8424, 0.8757, 0.8145, 0.6957, 0.5703, 0.7211, 0.5483, 0.4045, 0.5316, 0.6061, 0.5254, 0.4744, 0.3979, 0.4282, 0.4282, 0.4801]}
{"unit_id": "orig:1969745947853738049", "ticker_idx": 0, "ts": "2025-09-21T12:50:04+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy the dips on high quality companies - that's it!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares of HOOD; advocates buying dips on it as a high-quality company.", "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": "Excited to show my new script that plots price &amp; my buy dots for any position I have.\n\nBelow is a plot for 10,000 shares of $HOOD.\nBuy the dips on high quality companies - that's it! https://t.co/pWquMkv658", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.000880779973489898, "ret_signed_m1d": -0.000880779973489898, "alpha_spy_m1d": 0.003827900094577452, "alpha_c_m1d": -0.002214104631072522, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.001333324657582624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010489211025669354, "ret_signed_p1d": 0.010489211025669354, "alpha_spy_p1d": 0.015932589890763182, "alpha_c_p1d": 0.014933721888865326, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.004444510863195972, "ret_p1w": 0.09472337167803069, "ret_signed_p1w": 0.09472337167803069, "alpha_spy_p1w": 0.09946204510233891, "alpha_c_p1w": 0.09231592233517949, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.002407449342851198, "ret_p1m": 0.05564894693096001, "ret_signed_p1m": 0.05564894693096001, "alpha_spy_p1m": 0.048975655885490355, "alpha_c_p1m": 0.07916742960506862, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.02351848267410861, "ret_p3m": -0.06189443322376831, "ret_signed_p3m": -0.06189443322376831, "alpha_spy_p3m": -0.0763356343866246, "alpha_c_p3m": -0.07189447541079819, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.010000042187029878, "ret_p6m": -0.3806549855701874, "ret_signed_p6m": -0.3806549855701874, "alpha_spy_p6m": -0.3895508304567309, "alpha_c_p6m": -0.30164053751346853, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.07901444805671887, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05564894693096001, "alpha_spy_stated": 0.048975655885490355, "alpha_c_stated": 0.07916742960506862, "price_path": [-0.3374, -0.3232, -0.3352, -0.2503, -0.2607, -0.2155, -0.2441, -0.2441, -0.2517, -0.2692, -0.243, -0.2097, -0.2126, -0.1996, -0.203, -0.1733, -0.1557, -0.1213, -0.1645, -0.1845, -0.1826, -0.1838, -0.1605, -0.1451, -0.1727, -0.1505, -0.1749, -0.2001, -0.1483, -0.1556, -0.1541, -0.1094, -0.0822, -0.0902, -0.0865, -0.1303, -0.1135, -0.0858, -0.079, -0.1392, -0.1565, -0.1489, -0.1247, -0.1357, -0.1288, -0.1759, -0.1697, -0.167, -0.167, -0.1926, -0.1927, -0.176, -0.1893, -0.0609, -0.0512, -0.0595, -0.0572, -0.0789, -0.0806, -0.0601, -0.05, -0.0319, -0.0009, 0.0, 0.0105, 0.0153, -0.0179, -0.0249, 0.0947, 0.1464, 0.1141, 0.1666, 0.1904, 0.1551, 0.161, 0.208, 0.2208, 0.1127, 0.1264, 0.0806, 0.0741, 0.0524, 0.0402, 0.0874, 0.0556, 0.0187, 0.0756, 0.1193, 0.1679, 0.171, 0.1594, 0.1055, 0.1753, 0.1777, 0.0954, 0.1408, 0.0175, 0.0438, 0.088, 0.0564, 0.0648, -0.0269, -0.0191, -0.0714, -0.0848, -0.0539, -0.1496, -0.1408, -0.0794, -0.0746, 0.0265, 0.0265, 0.0288, -0.0132, 0.0085, 0.0701, 0.0976, 0.0565, 0.0924, 0.0866, 0.0862, -0.0121, -0.0432, -0.0771, -0.044, -0.0728, -0.0619, -0.0283, -0.0202, -0.0372, -0.0356, -0.0356, -0.0541, -0.0597, -0.0756, -0.0944, -0.0944, -0.0775, -0.0132, -0.0255, -0.0634, -0.0761, -0.077, -0.059, -0.0372, -0.0418, -0.1164, -0.1293, -0.1293, -0.153, -0.1519, -0.1493, -0.1433, -0.1432, -0.1573, -0.1721, -0.1894, -0.2035, -0.2801, -0.3028, -0.3545, -0.418, -0.3369, -0.3069, -0.3146, -0.3757, -0.4305, -0.3917, -0.3917, -0.3959, -0.3978, -0.3943, -0.3906, -0.4253, -0.4124, -0.3792, -0.3638, -0.3927, -0.3692, -0.3909, -0.3417, -0.355, -0.3827, -0.3646, -0.3712, -0.3699, -0.3905, -0.4124, -0.397, -0.3807]}
{"unit_id": "reply:1970101082345914757", "ticker_idx": 0, "ts": "2025-09-22T12:21:15+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 been wanting to add more but $IREN won't dip", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holder of IREN looking to add more; bullish but waiting for a dip.", "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": "@pepemoonboy I have been wanting to add more but $IREN won't dip", "reply_text": null, "parent_text": "I’m sick to my stomach.\n\n$IREN https://t.co/kQkfhotjlJ", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.07780434409332848, "ret_signed_m1d": -0.07780434409332848, "alpha_spy_m1d": -0.07309566402526113, "alpha_c_m1d": -0.0791376687509111, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.001333324657582624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0031026506773500495, "ret_signed_p1d": -0.0031026506773500495, "alpha_spy_p1d": 0.002340728187743779, "alpha_c_p1d": 0.0013418601858459223, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.004444510863195972, "ret_p1w": 0.09618135161183239, "ret_signed_p1w": 0.09618135161183239, "alpha_spy_p1w": 0.10092002503614061, "alpha_c_p1w": 0.09377390226898119, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.002407449342851198, "ret_p1m": 0.31730304736943404, "ret_signed_p1m": 0.31730304736943404, "alpha_spy_p1m": 0.3106297563239644, "alpha_c_p1m": 0.34082153004354265, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.02351848267410861, "ret_p3m": -0.14558477486094568, "ret_signed_p3m": -0.14558477486094568, "alpha_spy_p3m": -0.16002597602380197, "alpha_c_p3m": -0.15558481704797555, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.010000042187029878, "ret_p6m": 0.025298270166865144, "ret_signed_p6m": 0.025298270166865144, "alpha_spy_p6m": 0.016402425280321653, "alpha_c_p6m": 0.10431271822358401, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.07901444805671887, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31730304736943404, "alpha_spy_stated": 0.3106297563239644, "alpha_c_stated": 0.34082153004354265, "price_path": [-0.7167, -0.6871, -0.6659, -0.6523, -0.6365, -0.6263, -0.5986, -0.5986, -0.5955, -0.5969, -0.5952, -0.5936, -0.6126, -0.5876, -0.5971, -0.5869, -0.5692, -0.5718, -0.5668, -0.5563, -0.5468, -0.5671, -0.5771, -0.6043, -0.6232, -0.6148, -0.6155, -0.6325, -0.6067, -0.6074, -0.5628, -0.5568, -0.5597, -0.5711, -0.5745, -0.5768, -0.5446, -0.5301, -0.5058, -0.553, -0.5284, -0.5325, -0.4885, -0.4482, -0.4513, -0.4665, -0.4501, -0.368, -0.368, -0.3053, -0.3267, -0.3764, -0.3759, -0.3749, -0.2795, -0.1974, -0.216, -0.1895, -0.1136, -0.1301, -0.0955, -0.1332, -0.0778, 0.0, -0.0031, 0.1251, 0.1048, -0.001, 0.0962, 0.12, 0.1236, 0.1222, 0.2043, 0.3783, 0.4721, 0.4341, 0.5239, 0.4265, 0.5308, 0.6601, 0.6224, 0.4757, 0.4492, 0.4134, 0.3173, 0.237, 0.3332, 0.5012, 0.5511, 0.4897, 0.442, 0.3895, 0.4499, 0.6169, 0.5902, 0.8236, 0.5981, 0.4888, 0.436, 0.3695, 0.3294, 0.1611, 0.1067, 0.1315, 0.1659, 0.0938, 0.0375, 0.0086, 0.1573, 0.1329, 0.1563, 0.1563, 0.1411, 0.1573, -0.0186, 0.0492, 0.1086, 0.0671, 0.106, 0.1179, 0.0482, 0.0487, -0.0422, -0.1532, -0.1267, -0.1938, -0.1456, -0.0473, 0.0033, 0.0041, 0.0019, 0.0019, -0.0382, -0.0594, -0.0859, -0.0986, -0.0986, 0.0191, 0.1513, 0.0957, 0.0412, 0.0902, 0.0986, 0.2012, 0.2647, 0.2621, 0.2384, 0.38, 0.38, 0.295, 0.2764, 0.2473, 0.3527, 0.2496, 0.4317, 0.5021, 0.4282, 0.2826, 0.2668, 0.2981, 0.0726, -0.0504, -0.0017, 0.1014, 0.0246, 0.0184, -0.0446, 0.0076, 0.0076, -0.0222, 0.0043, 0.0332, -0.0458, 0.011, 0.0847, 0.0508, 0.0558, -0.0227, -0.0122, -0.0728, 0.0463, -0.0424, -0.1241, -0.073, -0.0902, 0.0019, -0.0126, -0.0076, 0.0726, 0.0253]}
{"unit_id": "reply:1955992929580798410", "ticker_idx": 0, "ts": "2025-08-14T14:00:29+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "solid about $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Feels solid about RKLB; ongoing bullish stance.", "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": "reply_other", "lang": "en", "tweet_text": "@itsapemoney solid about $RKLB. i don't own $ASTS anymore but i saw the launch schedule -- good if they can execute on that.", "reply_text": null, "parent_text": "@DeepValueBagger I loaded as well. How are you feeling about $RKLB and $ASTS", "quoted_text": null, "parent_author": "AIEquities", "ret_m1d": 0.004438183149125585, "ret_signed_m1d": 0.004438183149125585, "alpha_spy_m1d": 0.004531092385126501, "alpha_c_m1d": -0.00449443143259276, "bench_spy_m1d": -9.290923600091539e-05, "bench_c_m1d": 0.008932614581718346, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03410415878621165, "ret_signed_p1d": 0.03410415878621165, "alpha_spy_p1d": 0.03644535671254634, "alpha_c_p1d": 0.03866981734346964, "bench_spy_p1d": -0.0023411979263346927, "bench_c_p1d": -0.00456565855725799, "ret_p1w": -0.029899615812503333, "ret_signed_p1w": -0.029899615812503333, "alpha_spy_p1w": -0.015324826269624392, "alpha_c_p1w": -0.026921736732454127, "bench_spy_p1w": -0.014574789542878941, "bench_c_p1w": -0.002977879080049206, "ret_p1m": 0.2459705312195224, "ret_signed_p1m": 0.2459705312195224, "alpha_spy_p1m": 0.22665124685984983, "alpha_c_p1m": 0.2429931634686877, "bench_spy_p1m": 0.01931928435967256, "bench_c_p1m": 0.0029773677508346807, "ret_p3m": 0.19691660908086828, "ret_signed_p3m": 0.19691660908086828, "alpha_spy_p3m": 0.134983848193456, "alpha_c_p3m": 0.1721220509327146, "bench_spy_p3m": 0.061932760887412286, "bench_c_p3m": 0.024794558148153678, "ret_p6m": 0.6893248627631292, "ret_signed_p6m": 0.6893248627631292, "alpha_spy_p6m": 0.6123715202313669, "alpha_c_p6m": 0.5347491207937591, "bench_spy_p6m": 0.07695334253176234, "bench_c_p6m": 0.15457574196937007, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2459705312195224, "alpha_spy_stated": 0.22665124685984983, "alpha_c_stated": 0.2429931634686877, "price_path": [-0.3973, -0.3927, -0.4121, -0.3969, -0.4062, -0.4062, -0.3282, -0.3242, -0.3611, -0.3742, -0.3786, -0.3758, -0.3714, -0.3822, -0.3245, -0.3076, -0.3653, -0.3609, -0.3833, -0.4064, -0.3798, -0.3829, -0.3495, -0.3495, -0.2983, -0.2343, -0.2184, -0.2443, -0.1558, -0.1736, -0.1644, -0.1981, -0.1665, -0.167, -0.167, -0.0918, -0.0951, -0.0857, -0.0867, -0.0883, 0.0093, 0.0418, 0.114, 0.199, 0.2004, 0.1023, 0.0951, 0.1481, 0.1243, 0.1079, 0.0537, 0.0229, 0.0848, 0.0726, 0.0467, 0.0404, 0.0453, 0.0301, 0.0327, 0.0439, 0.0516, 0.0145, 0.0044, 0.0, 0.0341, 0.0505, -0.0441, -0.0495, -0.0299, 0.0367, 0.103, 0.1243, 0.0804, 0.1191, 0.1352, 0.1352, 0.1518, 0.0168, 0.0042, 0.0708, 0.1149, 0.0986, 0.0785, 0.1313, 0.246, 0.2623, 0.1036, 0.1231, 0.1021, 0.1163, 0.1635, 0.2359, 0.1374, 0.0892, 0.0806, 0.0981, 0.1191, 0.1205, 0.2256, 0.3118, 0.3665, 0.4368, 0.5256, 0.5515, 0.5011, 0.5281, 0.5891, 0.6181, 0.5651, 0.548, 0.5732, 0.5277, 0.4147, 0.4849, 0.5081, 0.5328, 0.4891, 0.5454, 0.423, 0.4712, 0.4328, 0.3214, 0.3179, 0.1588, 0.2063, 0.2123, 0.1969, 0.1673, 0.057, 0.0638, 0.0117, -0.0007, 0.0189, -0.0778, -0.0586, -0.0084, -0.0049, -0.0206, -0.0206, -0.0157, -0.057, -0.0213, 0.0446, 0.1532, 0.1459, 0.2044, 0.2481, 0.3436, 0.484, 0.4363, 0.2943, 0.2962, 0.2605, 0.3997, 0.6473, 0.8115, 0.8028, 0.8028, 0.8028, 0.6503, 0.6379, 0.6456, 0.6295, 0.6295, 0.7751, 0.8253, 1.0096, 0.964, 0.9407, 0.982, 1.0533, 1.0224, 1.1444, 1.1201, 1.2495, 1.2495, 1.0827, 1.0514, 1.0551, 1.0766, 0.8799, 1.0322, 1.0689, 1.0014, 0.8704, 0.7321, 0.8984, 0.7078, 0.5492, 0.6893]}
{"unit_id": "orig:1966997554647703582", "ticker_idx": 0, "ts": "2025-09-13T22:48:56+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": "Long term is to hold at least 30% $BTC of my crypto portfolio. It will always be a scarce asset. (fixed supply)", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Rotated 21% portfolio back into BTC; long-term hold target ≥30% of crypto portfolio on fixed-supply scarcity 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": "I rotated 21% this morning back to $BTC for two reasons:\n\n1. $BTC has been lagging behind $ETH and it's good time to rotate for safe measures. Who knows how long ETH will outperform BTC.\n\n2. Long term is to hold at least 30% $BTC of my crypto portfolio. It will always be a  scarce asset. (fixed supply) \n\nmore thoughs in repost.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_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": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "orig:1965067603430478046", "ticker_idx": 0, "ts": "2025-09-08T15:00:00+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The beauty of 10,000 shares is $15 move equals to $150k gains. $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HOOD with 10,000 shares, anticipating a $15 upside move for $150k gains.", "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": "The beauty of 10,000 shares is $15 move equals to $150k gains.\n$hood https://t.co/0hOTwaNYJl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13668143712606018, "ret_signed_m1d": -0.13668143712606018, "alpha_spy_m1d": -0.1342308793756921, "alpha_c_m1d": -0.13592817544169644, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010402466178388803, "ret_signed_p1d": 0.010402466178388803, "alpha_spy_p1d": 0.00809058155823772, "alpha_c_p1d": 0.006071813256529168, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": -0.02089015154964924, "ret_signed_p1w": -0.02089015154964924, "alpha_spy_p1w": -0.03950830329172328, "alpha_c_p1w": -0.03162254408513021, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 0.23635744806638304, "ret_signed_p1m": 0.23635744806638304, "alpha_spy_p1m": 0.20222664278162417, "alpha_c_p1m": 0.22059759725698225, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.16882676720536471, "ret_signed_p3m": 0.16882676720536471, "alpha_spy_p3m": 0.11109594468633222, "alpha_c_p3m": 0.1551448595415197, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": -0.3513813055372179, "ret_signed_p6m": -0.3513813055372179, "alpha_spy_p6m": -0.40594433157133847, "alpha_c_p6m": -0.32216179828429337, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23635744806638304, "alpha_spy_stated": 0.20222664278162417, "alpha_c_stated": 0.22059759725698225, "price_path": [-0.3615, -0.3704, -0.381, -0.3456, -0.3609, -0.3319, -0.3319, -0.3307, -0.349, -0.3007, -0.2944, -0.2793, -0.292, -0.2017, -0.2127, -0.1646, -0.1951, -0.1951, -0.2031, -0.2218, -0.1939, -0.1584, -0.1615, -0.1477, -0.1513, -0.1196, -0.1009, -0.0643, -0.1103, -0.1316, -0.1296, -0.1309, -0.106, -0.0896, -0.119, -0.0953, -0.1213, -0.1482, -0.093, -0.1008, -0.0992, -0.0516, -0.0226, -0.0312, -0.0272, -0.0738, -0.056, -0.0265, -0.0193, -0.0834, -0.1018, -0.0936, -0.0679, -0.0796, -0.0723, -0.1224, -0.1159, -0.113, -0.113, -0.1402, -0.1403, -0.1225, -0.1367, 0.0, 0.0104, 0.0015, 0.004, -0.0192, -0.0209, 0.0009, 0.0116, 0.031, 0.0639, 0.0649, 0.0761, 0.0812, 0.0458, 0.0384, 0.1658, 0.2208, 0.1864, 0.2423, 0.2677, 0.23, 0.2364, 0.2864, 0.3, 0.1849, 0.1995, 0.1507, 0.1438, 0.1207, 0.1077, 0.1579, 0.1241, 0.0848, 0.1454, 0.1919, 0.2437, 0.247, 0.2347, 0.1773, 0.2515, 0.2541, 0.1664, 0.2149, 0.0836, 0.1115, 0.1586, 0.1249, 0.1339, 0.0362, 0.0445, -0.0112, -0.0254, 0.0075, -0.0944, -0.0851, -0.0197, -0.0146, 0.0931, 0.0931, 0.0956, 0.0508, 0.0739, 0.1395, 0.1688, 0.1251, 0.1633, 0.1571, 0.1567, 0.052, 0.0189, -0.0172, 0.0181, -0.0126, -0.001, 0.0347, 0.0434, 0.0252, 0.0269, 0.0269, 0.0072, 0.0013, -0.0156, -0.0356, -0.0356, -0.0177, 0.0508, 0.0377, -0.0026, -0.0161, -0.0171, 0.002, 0.0252, 0.0204, -0.0591, -0.0728, -0.0728, -0.0981, -0.0969, -0.094, -0.0877, -0.0877, -0.1027, -0.1183, -0.1368, -0.1518, -0.2334, -0.2576, -0.3126, -0.3803, -0.2938, -0.2619, -0.2701, -0.3352, -0.3936, -0.3522, -0.3522, -0.3568, -0.3587, -0.355, -0.351, -0.388, -0.3742, -0.3389, -0.3226, -0.3533, -0.3283, -0.3514]}
{"unit_id": "quote:1967762619563188718", "ticker_idx": 0, "ts": "2025-09-16T01:29:02+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't want to be short on them!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish CRWV after $6.3B Nvidia cloud deal; author signals no desire to be short, implying long lean.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$CRWV SIGNS $6.3B CLOUD DEAL WITH $NVDA\n\nWith this deal, Coreweave should have 1st priority to NVDA hardware. Don't want to be short on them!", "reply_text": null, "parent_text": null, "quoted_text": "$CRWV SIGNS $6.3B CLOUD DEAL WITH $NVDA\n\nNvidia will buy any unsold CoreWeave capacity through 2032 -- locking in demand for the next decade. https://t.co/4HcGhAwQcD", "parent_author": null, "ret_m1d": 0.014484220805921044, "ret_signed_m1d": 0.014484220805921044, "alpha_spy_m1d": 0.013105437555491317, "alpha_c_m1d": 0.013105437555491317, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.001378783250429727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01776842619243424, "ret_signed_p1d": 0.01776842619243424, "alpha_spy_p1d": 0.019010883254126143, "alpha_c_p1d": 0.019010883254126143, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.001242457061691904, "ret_p1w": 0.10223157380756587, "ret_signed_p1w": 0.10223157380756587, "alpha_spy_p1w": 0.09458187937738827, "alpha_c_p1w": 0.09458187937738827, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.0076496944301776, "ret_p1m": 0.17254741467927626, "ret_signed_p1m": 0.17254741467927626, "alpha_spy_p1m": 0.16191995609770626, "alpha_c_p1m": 0.16191995609770626, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.010627458581569993, "ret_p3m": -0.3381895045230263, "ret_signed_p3m": -0.3381895045230263, "alpha_spy_p3m": -0.37402300218645346, "alpha_c_p3m": -0.37402300218645346, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03583349766342714, "ret_p6m": -0.3098105340254934, "ret_signed_p6m": -0.3098105340254934, "alpha_spy_p6m": -0.34043044324048, "alpha_c_p6m": -0.34043044324048, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.030619909214986585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17254741467927626, "alpha_spy_stated": 0.16191995609770626, "alpha_c_stated": 0.16191995609770626, "price_path": [0.4316, 0.5459, 0.4626, 0.4536, 0.3432, 0.3312, 0.3473, 0.3731, 0.3132, 0.2781, 0.3912, 0.3912, 0.3448, 0.2754, 0.2888, 0.1645, 0.0597, 0.1147, 0.1839, 0.2045, 0.1133, 0.036, 0.0519, 0.0928, 0.0615, 0.0105, -0.0264, -0.0713, -0.0843, -0.1336, -0.0389, -0.123, -0.1073, -0.0582, -0.0717, 0.0196, 0.0909, 0.1771, 0.2526, -0.0083, -0.1621, -0.1581, -0.1848, -0.2178, -0.2293, -0.2355, -0.2085, -0.2221, -0.2304, -0.1837, -0.1344, -0.1323, -0.1323, -0.214, -0.2431, -0.2633, -0.2498, -0.2122, -0.156, -0.0136, -0.051, -0.0572, 0.0145, 0.0, 0.0178, 0.0222, 0.0515, 0.1219, 0.1022, 0.1234, 0.0666, 0.0134, 0.0317, 0.1524, 0.1541, 0.1621, 0.1351, 0.1272, 0.0849, 0.1788, 0.2049, 0.1657, 0.1926, 0.1289, 0.1725, 0.1936, 0.1526, 0.07, 0.0531, 0.0234, 0.0387, 0.1162, 0.1458, 0.1352, 0.1784, 0.1037, 0.126, 0.0637, -0.0253, -0.0365, -0.0995, -0.1241, -0.1107, -0.2557, -0.2806, -0.3403, -0.3485, -0.3656, -0.3693, -0.3691, -0.4172, -0.3966, -0.3802, -0.3997, -0.3744, -0.3744, -0.3843, -0.3511, -0.3597, -0.3317, -0.2779, -0.2564, -0.2738, -0.2365, -0.2576, -0.2642, -0.3382, -0.3907, -0.4147, -0.4564, -0.4301, -0.3011, -0.2856, -0.3241, -0.3358, -0.3358, -0.3565, -0.3691, -0.3777, -0.397, -0.397, -0.332, -0.3528, -0.3437, -0.3501, -0.3508, -0.3251, -0.2427, -0.2633, -0.2438, -0.1999, -0.1475, -0.1475, -0.1981, -0.208, -0.227, -0.217, -0.1721, -0.0833, -0.1072, -0.1619, -0.2152, -0.251, -0.2416, -0.3056, -0.3714, -0.2425, -0.1849, -0.1991, -0.1987, -0.1941, -0.1912, -0.1912, -0.2337, -0.1962, -0.182, -0.2484, -0.235, -0.1638, -0.1747, -0.1779, -0.33, -0.3427, -0.3787, -0.3305, -0.3699, -0.3853, -0.3734, -0.3691, -0.3098]}
{"unit_id": "quote:1968641579737907396", "ticker_idx": 0, "ts": "2025-09-18T11:41:42+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is amazing news for $intc", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish INTC on Intel x Nvidia collaboration to jointly develop custom data center and PC products.", "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": "This is amazing news for $intc\n\nIntel x Nvidia 💜", "reply_text": null, "parent_text": null, "quoted_text": "Excited to team up with my good friend Jensen to jointly develop multiple generations of custom data center and PC products! \n\nOur collaboration brings together the best of @Intel and @nvidia to benefit customers – and shows how vital x86 architecture and NVLink will be in https://t.co/lnEtmJW73A", "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.1808251923465105, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.037337552160451204, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547663198815528, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.20466636946661376, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.19255486588470672, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.49143844626178845, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21066400690214393, "alpha_spy_stated": 0.20466636946661376, "alpha_c_stated": 0.12907909326036093, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "thread:1968053348596076710", "ticker_idx": 0, "ts": "2025-09-16T20:44:17+00:00", "symbol": "PRME", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bull case can push to $10-$12 with 30% probability, and base case of $6 45% probability. 45+30 = 75% probability of not losing money is not bad", "tweet_type": "analysis", "timeline": "months", "summary": "Cautious long PRME into CGD trial catalyst; 75% probability of not losing, bull case $10-12, base $6 by year-end despite binary risk.", "resolved_tickers": ["PRME"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Biotechnology'", "bench_c_industry": "Biotechnology", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Here it goes, my research on $PRME. \n\nFirst of all, the risk/reward significant dropped now that the price as gone up 200%. However, what is the catalyst from this point to the end of the year. It's the clinical trial of p47phox Chronic Granulomatous Disease (CGD), a rare inherited immunodeficiency disorder with a TAM of 1.6b in 2025. This is relative small that focuses on rare / high margin disease. The whole clinical trial process is absolutely horrible to target rare disease because the cost/time is so high. It's just not sustainable for 1000's of diseases. Thus the R&D cost, and balance sheet is horrible, absolutely horrible. This is do or die moment for $PRME until they have to raise again. \n\nIf you can stomach the binary risks, here is the upside. According to analysts, and insiders - a bull case can push to $10-$12 with 30% probability, and base case of $6 45% probability.  45+30 = 75% probability of not losing money is not bad (if you this number of correct, the roll of the dice is good). \n\nJust beware of the risk, good luck!\n\n---\n\n@XFinancialX @bennybigbull It would make sense for FDA put a rule to expedite gene therapy drugs for rare disease. It would help cure people fast. Like these people already suffering. Just let them take the drugs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004301071078780971, "ret_signed_m1d": 0.004301071078780971, "alpha_spy_m1d": 0.0030570683971724577, "alpha_c_m1d": 0.006269117705372307, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": -0.0019680466265913354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10107522162416482, "ret_signed_p1d": 0.10107522162416482, "alpha_spy_p1d": 0.09640272208781053, "alpha_c_p1d": 0.09910740131388285, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.001967820310281976, "ret_p1w": 0.19569888790296974, "ret_signed_p1w": 0.19569888790296974, "alpha_spy_p1w": 0.1900057594356328, "alpha_c_p1w": 0.19705644628493935, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": -0.0013575583819696035, "ret_p1m": 0.24731184339396473, "ret_signed_p1m": 0.24731184339396473, "alpha_spy_p1m": 0.24231823238877248, "alpha_c_p1m": 0.2052501651838461, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.042061678210118636, "ret_p3m": -0.13118282172125495, "ret_signed_p3m": -0.13118282172125495, "alpha_spy_p3m": -0.1667380061314523, "alpha_c_p3m": -0.2741411764650541, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.14295835474379914, "ret_p6m": -0.1978494747151719, "ret_signed_p6m": -0.1978494747151719, "alpha_spy_p6m": -0.21408208074819168, "alpha_c_p6m": -0.3019972981916189, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.10414782347644702, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24731184339396473, "alpha_spy_stated": 0.24231823238877248, "alpha_c_stated": 0.2052501651838461, "price_path": [-0.5548, -0.5355, -0.471, -0.4796, -0.4301, -0.4796, -0.4688, -0.4129, -0.3398, -0.3312, -0.3312, -0.1828, -0.1183, -0.0237, 0.0086, -0.0645, 0.0333, -0.0774, -0.1312, -0.1613, -0.1118, -0.0172, -0.0258, -0.0022, -0.0645, -0.0946, -0.1204, -0.1763, -0.157, -0.1957, -0.1312, -0.0323, -0.0602, -0.1247, -0.2086, -0.186, -0.2452, -0.2559, -0.1806, -0.2172, -0.2323, -0.2473, -0.3032, -0.3032, -0.3075, -0.2366, -0.243, -0.2194, -0.2624, -0.2602, -0.3032, -0.3032, -0.329, -0.2817, -0.2688, -0.2, -0.1634, -0.114, -0.1634, -0.1226, -0.1247, -0.1376, 0.0043, 0.0, 0.1011, 0.0516, 0.0731, 0.1591, 0.1957, 0.1226, 0.1011, 0.1441, 0.1914, 0.2022, 0.4344, 0.3591, 0.3075, 0.2624, 0.3871, 0.3398, 0.2215, 0.2151, 0.2882, 0.3699, 0.2473, 0.172, 0.329, 0.2022, 0.0989, 0.157, 0.1462, 0.1075, 0.0366, -0.0237, -0.0645, 0.0624, -0.0194, -0.0753, -0.0538, -0.1011, -0.1806, -0.2419, -0.157, -0.2366, -0.2839, -0.2753, -0.1785, -0.2366, -0.2, -0.2065, -0.2194, -0.1849, -0.2, -0.2022, -0.2022, -0.1785, -0.2473, -0.2903, -0.2237, -0.172, -0.1957, -0.0946, -0.0989, -0.0688, -0.0817, -0.1183, -0.1312, -0.1656, -0.1957, -0.2258, -0.2172, -0.2043, -0.2065, -0.2323, -0.2323, -0.2473, -0.2753, -0.2602, -0.2538, -0.2538, -0.2409, -0.2323, -0.2043, -0.1312, -0.157, -0.1527, -0.0796, -0.1054, -0.0731, -0.1419, -0.1441, -0.1441, -0.1634, -0.1376, 0.0054, -0.0473, -0.1011, -0.0796, -0.1333, -0.1075, -0.1806, -0.1828, -0.1806, -0.2527, -0.3032, -0.2323, -0.228, -0.2645, -0.2581, -0.286, -0.2903, -0.2903, -0.2882, -0.2925, -0.2839, -0.2968, -0.2817, -0.1763, -0.1118, -0.0581, -0.0065, 0.0022, -0.0903, -0.114, -0.1548, -0.1376, -0.1161, -0.129, -0.1763, -0.1978]}
{"unit_id": "thread:1941917432039260563", "ticker_idx": 0, "ts": "2025-07-06T17:49:29+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't think the fear is as large as we think. maybe 10% remaining of the total selloff left that will selloff on the American Party news", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish TSLA: most political-selloff pressure already absorbed; only ~10% of total selloff remains from American Party news.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "More thoughts on Elon's political party:\n\n> What Elon is doing is not unheard of if we go back to the industrial edge when many titans of industries had strong sway in politics to accomplish big ambitions. The most notable was Lealand Stanford (founder of Stanford University), who was founded california republican party, and big rail road owner while he was Senator, and Governor of California. There are many examples, and I think this is good to keep in context with what we feel is \"crazy\".\n\n> There was a sizeable block of voters that switched from Democrats to Republican, in part to Elon's influence. The pro tech. Many of them share Elon's mission and I characterize them as reluctant Republicans, due to how extreme Democrat party had become. I considered myself a part of the \"effective accelerationism\" e/acc movement way before the election. We want technology progress for the benefit of humanity. I believe technology progress can solve most of human problems. I don't believe the virtual signal humanitarian -- which are bandages on the problems.\n\n> Republican will feel threatened and will drive narrative of Elon taking away voters, and threaten future president elections. Democrats are weakened but will fight as we expect them to. \n\n> Trump has been an unreliable partner for EV/Solar pro-tech, pro budget cut, and may pose a risk to FSD, robotics. Elon's move may give him an insurance for his future endeavors. Perhaps Elon sees a bigger risk for Tesla & SpaceX not starting a political party. This effort is not without risk for Elon, and that is something is difficult to quantify.  Given Elon's success in swaying late election in Pennsylvania, I'll give him a small edge.   \n\n> My guess that Trump/Elon meeting this weekend will be a negotiation how Trump can mitigate the risk to his power. \n\n> Finally, in regards to $TSLA potential selloff... This could be my hopium talking but I think anyone who was triggered by Elon politics in DOGE, probably sold off a long time ago. There may be small amount, maybe 10% remaining of the total selloff left that will selloff on the American Party news. \n\nIf you selloff now so you can sleep at night, I don't see anything wrong with that - that's a personal preference. Reducing stock to reduce risks and exposure, that is fine too. However, I don't think the fear is as large as we think.\n\n---\n\n@ShrimpTeslaLong @ChrisDungeon My thoughts on Elon's American Party. love to hear your thoughts too.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07283800600218493, "ret_signed_m1d": 0.07283800600218493, "alpha_spy_m1d": 0.065330085266611, "alpha_c_m1d": 0.05997166138197052, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.01286634462021441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013165935514200422, "ret_signed_p1d": 0.013165935514200422, "alpha_spy_p1d": 0.01371367080921293, "alpha_c_p1d": 0.016554161411604706, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0033882258974042845, "ret_p1w": 0.07811114943313968, "ret_signed_p1w": 0.07811114943313968, "alpha_spy_p1w": 0.07145729407860713, "alpha_c_p1w": 0.06048289770405102, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.017628251729088662, "ret_p1m": 0.05028236598127922, "ret_signed_p1m": 0.05028236598127922, "alpha_spy_p1m": 0.03853732647056418, "alpha_c_p1m": 0.04794710792178036, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.002335258059498857, "ret_p3m": 0.483295898410125, "ret_signed_p3m": 0.483295898410125, "alpha_spy_p3m": 0.4021022192495789, "alpha_c_p3m": 0.3852086526846077, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0980872457255173, "ret_p6m": 0.5459957436938749, "ret_signed_p6m": 0.5459957436938749, "alpha_spy_p6m": 0.4327806777021619, "alpha_c_p6m": 0.43966577701778986, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.10632996667608507, "ret_p1y": 0.27757363972314275, "ret_signed_p1y": 0.27757363972314275, "alpha_spy_p1y": 0.0831344703559127, "alpha_c_p1y": 0.21563181213006244, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.06194182759308031, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05028236598127922, "alpha_spy_stated": 0.03853732647056418, "alpha_c_stated": 0.04794710792178036, "price_path": [-0.074, -0.1413, -0.1416, -0.1415, -0.1355, -0.1782, -0.1788, -0.1788, -0.226, -0.1904, -0.147, -0.1171, -0.0306, -0.0274, -0.0065, -0.0401, -0.0457, -0.0229, -0.0465, -0.0632, -0.0603, -0.031, 0.0147, 0.0831, 0.1365, 0.1828, 0.1663, 0.1907, 0.1638, 0.1697, 0.1384, 0.1602, 0.1545, 0.1545, 0.2346, 0.2142, 0.2194, 0.1787, 0.1659, 0.1712, 0.1297, -0.0314, 0.0041, 0.0498, 0.1094, 0.1105, 0.0856, 0.1067, 0.1197, 0.0762, 0.0956, 0.0956, 0.096, 0.1862, 0.1583, 0.1143, 0.1083, 0.101, 0.0807, 0.023, 0.0739, 0.0728, 0.0728, 0.0, 0.0132, 0.0066, 0.0542, 0.0666, 0.0781, 0.0573, 0.0943, 0.0867, 0.1215, 0.1175, 0.1299, 0.1314, 0.0386, 0.0753, 0.1077, 0.0927, 0.0854, 0.0488, 0.0296, 0.0521, 0.0503, 0.0884, 0.0964, 0.1215, 0.1534, 0.1596, 0.1546, 0.1417, 0.1246, 0.1402, 0.1203, 0.1019, 0.089, 0.1567, 0.1792, 0.1964, 0.1894, 0.177, 0.1358, 0.1358, 0.1205, 0.1366, 0.1517, 0.1936, 0.1785, 0.1804, 0.1832, 0.2547, 0.347, 0.395, 0.4344, 0.4488, 0.4181, 0.4495, 0.4772, 0.4488, 0.5064, 0.4404, 0.4983, 0.5078, 0.513, 0.5631, 0.4833, 0.4623, 0.542, 0.4734, 0.4924, 0.4817, 0.4067, 0.483, 0.4603, 0.4804, 0.4586, 0.4946, 0.5222, 0.5057, 0.4934, 0.5275, 0.4755, 0.5392, 0.5668, 0.5701, 0.4972, 0.5532, 0.5934, 0.5114, 0.572, 0.517, 0.4613, 0.5147, 0.4956, 0.4649, 0.3676, 0.3756, 0.3912, 0.3651, 0.3744, 0.3446, 0.3305, 0.4213, 0.4268, 0.4512, 0.4512, 0.4635, 0.4634, 0.4603, 0.5198, 0.5463, 0.5479, 0.4955, 0.5145, 0.5359, 0.5203, 0.5614, 0.617, 0.6666, 0.5896, 0.6445, 0.6371, 0.6627, 0.6519, 0.6514, 0.6514, 0.6166, 0.5637, 0.546]}
{"unit_id": "reply:1960724511256359402", "ticker_idx": 0, "ts": "2025-08-27T15:22:06+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm holding $HIMS shares & leaps. Some big catalyst is going to be announced or positive Q3 revenue (or insiders know) will drive up really quick.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long HIMS via shares and LEAPS; expects big catalyst or strong Q3 revenue to drive a quick move up.", "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": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 I'm holding $HIMS shares &amp; leaps.  Difficult to time when it's news driven. Some big catalyst is going to be announced or positive Q3 revenue (or insiders know) will drive up really quick.", "reply_text": null, "parent_text": "@DeepValueBagger Yeah upst and hims also hard to time, I sell spikes and buy the dips but I did not hold", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": 0.03044763016798968, "ret_signed_m1d": 0.03044763016798968, "alpha_spy_m1d": 0.03272099859358302, "alpha_c_m1d": 0.03272099859358302, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.002273368425593336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002499445911083864, "ret_signed_p1d": 0.002499445911083864, "alpha_spy_p1d": -0.001041878221760717, "alpha_c_p1d": -0.001041878221760717, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.003541324132844581, "ret_p1w": 0.010224966600811625, "ret_signed_p1w": 0.010224966600811625, "alpha_spy_p1w": 0.014694305282603404, "alpha_c_p1w": 0.014694305282603404, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.004469338681791779, "ret_p1m": 0.2467621228023993, "ret_signed_p1m": 0.2467621228023993, "alpha_spy_p1m": 0.2262799522485186, "alpha_c_p1m": 0.2262799522485186, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.020482170553880685, "ret_p3m": -0.14155873164821542, "ret_signed_p3m": -0.14155873164821542, "alpha_spy_p3m": -0.17860306066239362, "alpha_c_p3m": -0.17860306066239362, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": 0.0370443290141782, "ret_p6m": -0.6405362349881343, "ret_signed_p6m": -0.6405362349881343, "alpha_spy_p6m": -0.7051416608383976, "alpha_c_p6m": -0.7051416608383976, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": 0.0646054258502633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2467621228023993, "alpha_spy_stated": 0.2262799522485186, "alpha_c_stated": 0.2262799522485186, "price_path": [0.2852, 0.2899, 0.2436, 0.2181, 0.199, 0.2799, 0.292, 0.2554, 0.3079, 0.2986, 0.2606, 0.3583, 0.3461, 0.3876, 0.3876, 0.4592, -0.0461, -0.0241, -0.0591, 0.0516, 0.1227, 0.1327, 0.0898, 0.0784, 0.0902, 0.0902, 0.1002, 0.1125, 0.1643, 0.1422, 0.0882, 0.1822, 0.1466, 0.1781, 0.1359, 0.1447, 0.0816, 0.1363, 0.3183, 0.3024, 0.3099, 0.3333, 0.3695, 0.489, 0.5037, 0.4213, 0.4394, 0.2615, 0.1618, 0.16, 0.1802, 0.1357, 0.0898, 0.0982, 0.0709, 0.0457, 0.0248, -0.0416, -0.0143, -0.0011, 0.0127, -0.0232, 0.0304, 0.0, 0.0025, -0.0377, -0.0377, -0.0564, 0.0102, 0.0932, 0.1, 0.1279, 0.0859, 0.0857, 0.1761, 0.2611, 0.2261, 0.1563, 0.1441, 0.277, 0.3138, 0.3111, 0.2724, 0.21, 0.2468, 0.327, 0.3433, 0.2888, 0.2795, 0.3149, 0.1938, 0.2443, 0.3172, 0.3217, 0.3236, 0.2259, 0.2436, 0.2274, 0.426, 0.344, 0.1311, 0.167, 0.1216, 0.0784, 0.1018, 0.1084, 0.0959, 0.0707, 0.0595, 0.0011, 0.0329, 0.0086, -0.0277, -0.0064, -0.0566, -0.0677, -0.0673, -0.0968, -0.1134, -0.1809, -0.1597, -0.1915, -0.1761, -0.1859, -0.2361, -0.2113, -0.1416, -0.1572, -0.1275, -0.1275, -0.0966, -0.1477, -0.175, -0.1577, -0.0907, -0.1093, -0.1111, -0.0952, -0.1393, -0.1418, -0.1545, -0.1763, -0.1625, -0.2054, -0.21, -0.192, -0.2036, -0.2093, -0.2122, -0.2122, -0.2204, -0.2252, -0.2493, -0.2622, -0.2622, -0.2409, -0.2113, -0.1943, -0.1943, -0.2304, -0.2799, -0.2652, -0.2683, -0.2883, -0.2904, -0.287, -0.287, -0.3077, -0.3436, -0.3065, -0.327, -0.312, -0.3256, -0.3486, -0.3213, -0.3845, -0.3992, -0.4197, -0.4456, -0.4665, -0.4769, -0.5608, -0.6083, -0.6208, -0.641, -0.6296, -0.6296, -0.6303, -0.6401, -0.6405]}
{"unit_id": "orig:1957832273958695281", "ticker_idx": 0, "ts": "2025-08-19T15:49:23+00:00", "symbol": "WULF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$WULF secured the deal while under construction with a Fluidstack, backed by Google. Hyperscale-ready", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish WULF: secured Google-backed Fluidstack deal while under construction, hyperscale-ready with $1.8B backstop commitment.", "resolved_tickers": ["WULF"], "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": "Recently I looked at $IREN. Now I'm looking $WULF. \n\nTwo interesting things:\n1. $WULF secured the deal while under construction with a Fluidstack, backed by Google.\n2. Hyperscale-ready\n\nTeraWulf secured Google’s commitment to backstop up to $1.8 billion of Fluidstack’s 10-year lease payments, guaranteeing the tenant’s obligations and enabling lenders to finance the Lake Mariner AI-compute build-out on investment-grade terms.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06833717536648298, "ret_signed_m1d": 0.06833717536648298, "alpha_spy_m1d": 0.06288238509725619, "alpha_c_m1d": 0.07023818345607813, "bench_spy_m1d": 0.005454790269226795, "bench_c_m1d": -0.0019010080895951464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05694760993242065, "ret_signed_p1d": 0.05694760993242065, "alpha_spy_p1d": 0.059604594540872524, "alpha_c_p1d": 0.05181440201220178, "bench_spy_p1d": -0.0026569846084518733, "bench_c_p1d": 0.005133207920218874, "ret_p1w": 0.05239180548258471, "ret_signed_p1w": 0.05239180548258471, "alpha_spy_p1w": 0.044029832105094036, "alpha_c_p1w": 0.032049501770397226, "bench_spy_p1w": 0.008361973377490672, "bench_c_p1w": 0.02034230371218748, "ret_p1m": 0.292710788913525, "ret_signed_p1m": 0.292710788913525, "alpha_spy_p1m": 0.26243609526683076, "alpha_c_p1m": 0.26457377757781053, "bench_spy_p1m": 0.030274693646694217, "bench_c_p1m": 0.028137011335714446, "ret_p3m": 0.25170844024605676, "ret_signed_p3m": 0.25170844024605676, "alpha_spy_p3m": 0.19859421160976787, "alpha_c_p3m": 0.2512775244575778, "bench_spy_p3m": 0.053114228636288896, "bench_c_p3m": 0.0004309157884789805, "ret_p6m": 0.8257404526390439, "ret_signed_p6m": 0.8257404526390439, "alpha_spy_p6m": 0.7380287098608491, "alpha_c_p6m": 0.8162621464982325, "bench_spy_p6m": 0.08771174277819482, "bench_c_p6m": 0.009478306140811465, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.292710788913525, "alpha_spy_stated": 0.26243609526683076, "alpha_c_stated": 0.26457377757781053, "price_path": [-0.5342, -0.5524, -0.5524, -0.5513, -0.5683, -0.5854, -0.5979, -0.5888, -0.5695, -0.5171, -0.5638, -0.5046, -0.4841, -0.4852, -0.4977, -0.5148, -0.5421, -0.5068, -0.5501, -0.5626, -0.5626, -0.574, -0.5934, -0.5626, -0.5672, -0.5, -0.5194, -0.5011, -0.4943, -0.426, -0.4009, -0.4009, -0.4533, -0.451, -0.4385, -0.4157, -0.4431, -0.418, -0.4453, -0.4021, -0.3895, -0.4157, -0.4317, -0.4009, -0.4077, -0.3941, -0.4112, -0.4191, -0.4055, -0.4294, -0.4123, -0.4579, -0.4431, -0.4237, -0.4134, -0.4374, -0.4271, -0.385, -0.4032, -0.3781, -0.008, 0.0216, 0.0683, 0.0, 0.0569, 0.0467, 0.0433, 0.0171, 0.0524, 0.0399, 0.0752, 0.0763, 0.0763, 0.0968, 0.0228, 0.0103, 0.0399, 0.0478, 0.1731, 0.2016, 0.2118, 0.2255, 0.1948, 0.246, 0.2927, 0.2722, 0.2506, 0.3087, 0.2802, 0.2984, 0.2494, 0.2335, 0.3212, 0.3007, 0.3064, 0.3189, 0.3576, 0.3633, 0.3781, 0.4009, 0.5478, 0.5387, 0.5945, 0.7608, 0.762, 0.5786, 0.5866, 0.5774, 0.4966, 0.4374, 0.467, 0.5615, 0.5535, 0.8155, 0.6515, 0.6879, 0.7654, 0.8337, 0.7096, 0.7494, 0.6264, 0.5877, 0.6287, 0.4089, 0.4396, 0.3303, 0.2517, 0.2585, 0.3667, 0.3929, 0.3166, 0.2859, 0.4385, 0.5877, 0.6902, 0.6902, 0.7665, 0.7426, 0.6196, 0.6435, 0.7198, 0.6515, 0.7039, 0.7756, 0.795, 0.803, 0.6321, 0.4226, 0.4795, 0.3178, 0.3428, 0.426, 0.4203, 0.4146, 0.4021, 0.4021, 0.3383, 0.3007, 0.2699, 0.3087, 0.3087, 0.451, 0.5513, 0.5011, 0.4226, 0.4624, 0.492, 0.5729, 0.6105, 0.6185, 0.5752, 0.5774, 0.5774, 0.5182, 0.4943, 0.4681, 0.6082, 0.5706, 0.7437, 0.721, 0.656, 0.5228, 0.5308, 0.6856, 0.5809, 0.3576, 0.6276, 0.8964, 0.8941, 0.8257]}
{"unit_id": "reply:1965197773512536422", "ticker_idx": 0, "ts": "2025-09-08T23:37:15+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'm nervous about colo-only angle of IREN", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish lean on IREN due to concern its colo-only business model is insufficient vs NBIS's full-stack offering.", "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": "@jiahanjimliu @GlobalCollapse NBIS has  a fullstack...which is a tell. I missed it too. I'm nervous about colo-only angle of IREN", "reply_text": null, "parent_text": "@DeepValueBagger @GlobalCollapse I definitely failed to anticipate that NBIS would be faster than IREN/CIFR in signing a contract. \n\nI am almost certain this is a IaaS contract since Azure has it's own AI Platform/Services. Contract value would be much higher for IaaS/PaaS. IaaS is something IREN has done in the", "quoted_text": null, "parent_author": "jiahanjimliu", "ret_m1d": -0.13249420103479503, "ret_signed_m1d": 0.13249420103479503, "alpha_spy_m1d": 0.1301876488970567, "alpha_c_m1d": 0.12818222179841454, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.004311979236380492, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11394503057980798, "ret_signed_p1d": -0.11394503057980798, "alpha_spy_p1d": -0.11105413039154133, "alpha_c_p1d": -0.1173196198679981, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": -0.003374589288190122, "ret_p1w": 0.20735343220083324, "ret_signed_p1w": -0.20735343220083324, "alpha_spy_p1w": -0.19248406122427553, "alpha_c_p1w": -0.20322897452997735, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": 0.004124457670855897, "ret_p1m": 0.9903941400994614, "ret_signed_p1m": -0.9903941400994614, "alpha_spy_p1m": -0.9524962558227701, "alpha_c_p1m": -0.9839046738074795, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.006489466291981882, "ret_p3m": 0.4809539017409057, "ret_signed_p3m": -0.4809539017409057, "alpha_spy_p3m": -0.4236583761123378, "alpha_c_p3m": -0.4712668368869861, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.00968706485391957, "ret_p6m": 0.4521364483956065, "ret_signed_p6m": -0.4521364483956065, "alpha_spy_p6m": -0.39258267091473686, "alpha_c_p6m": -0.4800682286020298, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": -0.027931780206423285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.9903941400994614, "alpha_spy_stated": -0.9524962558227701, "alpha_c_stated": -0.9839046738074795, "price_path": [-0.6631, -0.6744, -0.6555, -0.6764, -0.6754, -0.6754, -0.6532, -0.6469, -0.6178, -0.6068, -0.5658, -0.5363, -0.5174, -0.4955, -0.4813, -0.4429, -0.4429, -0.4386, -0.4405, -0.4382, -0.4359, -0.4624, -0.4276, -0.4409, -0.4266, -0.4021, -0.4058, -0.3988, -0.3842, -0.371, -0.3991, -0.4131, -0.4508, -0.477, -0.4654, -0.4664, -0.4899, -0.4541, -0.4551, -0.3932, -0.3849, -0.3889, -0.4048, -0.4094, -0.4127, -0.368, -0.3478, -0.3142, -0.3796, -0.3455, -0.3511, -0.2902, -0.2342, -0.2385, -0.2595, -0.2368, -0.1229, -0.1229, -0.0358, -0.0656, -0.1345, -0.1338, -0.1325, 0.0, 0.1139, 0.0881, 0.1249, 0.2302, 0.2074, 0.2554, 0.203, 0.2799, 0.3879, 0.3836, 0.5614, 0.5333, 0.3866, 0.5214, 0.5545, 0.5595, 0.5575, 0.6714, 0.9129, 1.0431, 0.9904, 1.1149, 0.9798, 1.1245, 1.3041, 1.2517, 1.048, 1.0113, 0.9616, 0.8283, 0.7168, 0.8503, 1.0835, 1.1527, 1.0676, 1.0013, 0.9285, 1.0123, 1.2441, 1.207, 1.531, 1.218, 1.0662, 0.993, 0.9006, 0.845, 0.6115, 0.5359, 0.5704, 0.6181, 0.5181, 0.4399, 0.3998, 0.6062, 0.5724, 0.6048, 0.6048, 0.5836, 0.6062, 0.362, 0.4561, 0.5386, 0.481, 0.5349, 0.5515, 0.4548, 0.4554, 0.3292, 0.1752, 0.212, 0.1189, 0.1858, 0.3223, 0.3925, 0.3935, 0.3905, 0.3905, 0.3349, 0.3054, 0.2686, 0.2511, 0.2511, 0.4144, 0.5979, 0.5207, 0.445, 0.5131, 0.5247, 0.6671, 0.7552, 0.7516, 0.7188, 0.9152, 0.9152, 0.7973, 0.7714, 0.731, 0.8774, 0.7343, 0.9871, 1.0848, 0.9821, 0.7801, 0.7582, 0.8016, 0.4886, 0.318, 0.3856, 0.5287, 0.422, 0.4134, 0.3259, 0.3985, 0.3985, 0.3571, 0.3938, 0.4339, 0.3243, 0.4031, 0.5055, 0.4584, 0.4654, 0.3564, 0.371, 0.2868, 0.4521]}
{"unit_id": "reply:1963791199342321705", "ticker_idx": 0, "ts": "2025-09-05T02:28:02+00:00", "symbol": "UWMC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $50k on both. It will rip on interest cut...", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds $50k each in UWMC and RKT, expects both to rip on upcoming rate cut.", "resolved_tickers": ["UWMC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp I own $50k on both. It will rip on interest cut...", "reply_text": null, "parent_text": "Mortgage stocks ripping as if whatever news we get tomorrow seals the deal on a rate cut..\n\n$UWMC $RKT \nHave $250k between both https://t.co/t1CKpluTn5", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.06497613360131282, "ret_signed_m1d": -0.06497613360131282, "alpha_spy_m1d": -0.06788074001112632, "alpha_c_m1d": -0.06788074001112632, "bench_spy_m1d": 0.0029046064098134927, "bench_c_m1d": 0.0029046064098134927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023771758249252928, "ret_signed_p1d": 0.023771758249252928, "alpha_spy_p1d": 0.021315180513274523, "alpha_c_p1d": 0.021315180513274523, "bench_spy_p1d": 0.0024565777359784047, "bench_c_p1d": 0.0024565777359784047, "ret_p1w": 0.08557836337718161, "ret_signed_p1w": 0.08557836337718161, "alpha_spy_p1w": 0.06986551438391597, "alpha_c_p1w": 0.06986551438391597, "bench_spy_p1w": 0.015712848993265638, "bench_c_p1w": 0.015712848993265638, "ret_p1m": -0.09911371419092951, "ret_signed_p1m": -0.09911371419092951, "alpha_spy_p1m": -0.13964271792160954, "alpha_c_p1m": -0.13964271792160954, "bench_spy_p1m": 0.040529003730680024, "bench_c_p1m": 0.040529003730680024, "ret_p3m": -0.08785259667596512, "ret_signed_p3m": -0.08785259667596512, "alpha_spy_p3m": -0.14740713470396005, "alpha_c_p3m": -0.14740713470396005, "bench_spy_p3m": 0.05955453802799493, "bench_c_p3m": 0.05955453802799493, "ret_p6m": -0.28875715381512945, "ret_signed_p6m": -0.28875715381512945, "alpha_spy_p6m": -0.35531167506231, "alpha_c_p6m": -0.35531167506231, "bench_spy_p6m": 0.06655452124718053, "bench_c_p6m": 0.06655452124718053, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09911371419092951, "alpha_spy_stated": -0.13964271792160954, "alpha_c_stated": -0.13964271792160954, "price_path": [-0.3343, -0.3235, -0.3235, -0.3544, -0.3667, -0.3914, -0.3708, -0.3708, -0.3597, -0.3328, -0.3233, -0.3439, -0.336, -0.3502, -0.3439, -0.3185, -0.3201, -0.3249, -0.3249, -0.3677, -0.3423, -0.3249, -0.3423, -0.3423, -0.3296, -0.3376, -0.3328, -0.3391, -0.3281, -0.3027, -0.2631, -0.2726, -0.3059, -0.3233, -0.3249, -0.336, -0.3582, -0.3629, -0.3391, -0.3217, -0.3106, -0.3312, -0.2868, -0.2837, -0.2805, -0.1981, -0.1141, -0.1315, -0.1474, -0.149, -0.1125, -0.122, -0.1474, -0.0777, -0.0983, -0.0856, -0.0983, -0.1157, -0.0967, -0.0967, -0.1157, -0.0998, -0.065, 0.0, 0.0238, 0.0143, 0.0777, 0.0951, 0.0856, 0.0697, 0.0539, 0.065, 0.0569, 0.0296, 0.0167, 0.0296, 0.036, 0.0022, 0.0038, 0.0006, -0.0203, 0.0071, -0.0235, -0.038, -0.0991, -0.1393, -0.1313, -0.149, -0.1393, -0.1474, -0.1249, -0.1442, -0.1506, -0.1313, -0.1039, -0.0895, -0.0782, -0.0734, -0.0573, -0.0589, -0.0605, -0.0927, -0.1007, -0.0943, -0.0589, -0.0702, -0.0895, -0.1812, -0.1554, -0.1249, -0.12, -0.1136, -0.1731, -0.1796, -0.2117, -0.2021, -0.1956, -0.2198, -0.1715, -0.1554, -0.0798, -0.0718, -0.0718, -0.0589, -0.0573, -0.0927, -0.0879, -0.0669, -0.0782, -0.0927, -0.1072, -0.0975, -0.1039, -0.1345, -0.1522, -0.1763, -0.2198, -0.2033, -0.2001, -0.2001, -0.2395, -0.2362, -0.2362, -0.246, -0.2773, -0.274, -0.2805, -0.2805, -0.2756, -0.269, -0.2592, -0.2395, -0.2263, -0.1196, -0.1229, -0.1179, -0.1048, -0.0473, 0.002, 0.002, -0.0522, -0.0489, -0.0473, -0.0489, -0.0506, -0.0374, -0.0325, -0.0637, -0.1935, -0.1573, -0.1656, -0.1557, -0.1541, -0.2198, -0.2395, -0.205, -0.2329, -0.228, -0.1968, -0.1968, -0.205, -0.2099, -0.2116, -0.2411, -0.2559, -0.251, -0.3167, -0.2526, -0.2756, -0.2888]}
{"unit_id": "reply:1963791199342321705", "ticker_idx": 1, "ts": "2025-09-05T02:28:02+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $50k on both. It will rip on interest cut...", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds $50k each in UWMC and RKT, expects both to rip on upcoming rate cut.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp I own $50k on both. It will rip on interest cut...", "reply_text": null, "parent_text": "Mortgage stocks ripping as if whatever news we get tomorrow seals the deal on a rate cut..\n\n$UWMC $RKT \nHave $250k between both https://t.co/t1CKpluTn5", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.05478778863828393, "ret_signed_m1d": -0.05478778863828393, "alpha_spy_m1d": -0.05769239504809742, "alpha_c_m1d": -0.05769239504809742, "bench_spy_m1d": 0.0029046064098134927, "bench_c_m1d": 0.0029046064098134927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010858801128781348, "ret_signed_p1d": 0.010858801128781348, "alpha_spy_p1d": 0.008402223392802943, "alpha_c_p1d": 0.008402223392802943, "bench_spy_p1d": 0.0024565777359784047, "bench_c_p1d": 0.0024565777359784047, "ret_p1w": 0.04146101397325852, "ret_signed_p1w": 0.04146101397325852, "alpha_spy_p1w": 0.025748164979992882, "alpha_c_p1w": 0.025748164979992882, "bench_spy_p1w": 0.015712848993265638, "bench_c_p1w": 0.015712848993265638, "ret_p1m": -0.16386967706403877, "ret_signed_p1m": -0.16386967706403877, "alpha_spy_p1m": -0.2043986807947188, "alpha_c_p1m": -0.2043986807947188, "bench_spy_p1m": 0.040529003730680024, "bench_c_p1m": 0.040529003730680024, "ret_p3m": -0.027147144037299675, "ret_signed_p3m": -0.027147144037299675, "alpha_spy_p3m": -0.0867016820652946, "alpha_c_p3m": -0.0867016820652946, "bench_spy_p3m": 0.05955453802799493, "bench_c_p3m": 0.05955453802799493, "ret_p6m": -0.17127340938564262, "ret_signed_p6m": -0.17127340938564262, "alpha_spy_p6m": -0.23782793063282315, "alpha_c_p6m": -0.23782793063282315, "bench_spy_p6m": 0.06655452124718053, "bench_c_p6m": 0.06655452124718053, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16386967706403877, "alpha_spy_stated": -0.2043986807947188, "alpha_c_stated": -0.2043986807947188, "price_path": [-0.3539, -0.3243, -0.3011, -0.3208, -0.3223, -0.349, -0.3193, -0.3193, -0.2892, -0.2749, -0.2621, -0.2927, -0.2848, -0.2981, -0.3001, -0.2853, -0.2808, -0.2971, -0.2971, -0.3332, -0.3218, -0.3115, -0.3193, -0.3248, -0.3115, -0.343, -0.3287, -0.3198, -0.3095, -0.2577, -0.2103, -0.1999, -0.2665, -0.2596, -0.2577, -0.2498, -0.2764, -0.271, -0.1836, -0.1668, -0.1101, -0.1056, -0.1338, -0.1703, -0.1555, -0.0982, -0.0316, -0.076, -0.0854, -0.1199, -0.0898, -0.1234, -0.1323, -0.0518, -0.0755, -0.0652, -0.1076, -0.117, -0.1229, -0.1229, -0.153, -0.1175, -0.0548, 0.0, 0.0109, 0.0099, 0.0316, 0.042, 0.0415, 0.0415, 0.0252, 0.0444, 0.0434, 0.0123, -0.0217, -0.0316, -0.0331, -0.0597, -0.037, -0.0059, -0.0434, -0.0331, -0.0933, -0.1214, -0.1639, -0.1964, -0.1994, -0.1974, -0.191, -0.1876, -0.1649, -0.1742, -0.1831, -0.1777, -0.1545, -0.1589, -0.1441, -0.1308, -0.118, -0.1037, -0.1357, -0.1984, -0.2132, -0.1777, -0.1663, -0.1728, -0.1955, -0.2295, -0.2024, -0.157, -0.119, -0.115, -0.1535, -0.1584, -0.1895, -0.1624, -0.1718, -0.2019, -0.1392, -0.1056, -0.0296, -0.0257, -0.0257, -0.0138, 0.0025, -0.0252, -0.0271, -0.0429, -0.0607, -0.0716, -0.0627, -0.0503, -0.0444, -0.0765, -0.1017, -0.1007, -0.1037, -0.0795, -0.0582, -0.0508, -0.0582, -0.04, -0.04, -0.042, -0.0439, -0.0099, -0.0444, -0.0444, -0.0188, 0.0415, 0.0469, 0.0503, 0.0484, 0.1496, 0.1441, 0.1234, 0.119, 0.157, 0.1471, 0.1471, 0.0884, 0.0474, 0.0612, 0.04, 0.0469, 0.038, 0.0247, 0.0252, -0.115, -0.0735, 0.0044, -0.0128, -0.0523, -0.0681, -0.0321, -0.0005, -0.0824, -0.1239, -0.078, -0.078, -0.0933, -0.0893, -0.0943, -0.1125, -0.1565, -0.1259, -0.1446, -0.1229, -0.1022, -0.1713]}
{"unit_id": "reply:1958898656834109805", "ticker_idx": 0, "ts": "2025-08-22T14:26:49+00:00", "symbol": "TEM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $TEM. Holding 400 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 400 shares of TEM; bullish ongoing position.", "resolved_tickers": ["TEM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RKLBMan @jrouldz @SpeakerPelosi I like $TEM. Holding 400 shares.", "reply_text": null, "parent_text": "@jrouldz @SpeakerPelosi I've been in and out of $TEM but got in again about a month ago.  Staying in this time.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.04731740831389897, "ret_signed_m1d": -0.04731740831389897, "alpha_spy_m1d": -0.03219284073197648, "alpha_c_m1d": -0.03219284073197648, "bench_spy_m1d": -0.015124567581922488, "bench_c_m1d": -0.015124567581922488, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0573769909314239, "ret_signed_p1d": -0.0573769909314239, "alpha_spy_p1d": -0.05297587526552927, "alpha_c_p1d": -0.05297587526552927, "bench_spy_p1d": -0.004401115665894628, "bench_c_p1d": -0.004401115665894628, "ret_p1w": -0.05787377331089494, "ret_signed_p1w": -0.05787377331089494, "alpha_spy_p1w": -0.05747088120928234, "alpha_c_p1w": -0.05747088120928234, "bench_spy_p1w": -0.00040289210161259525, "bench_c_p1w": -0.00040289210161259525, "ret_p1m": 0.06644319829310774, "ret_signed_p1m": 0.06644319829310774, "alpha_spy_p1m": 0.03021456290673008, "alpha_c_p1m": 0.03021456290673008, "bench_spy_p1m": 0.03622863538637766, "bench_c_p1m": 0.03622863538637766, "ret_p3m": -0.1419523196932475, "ret_signed_p3m": -0.1419523196932475, "alpha_spy_p3m": -0.17163895513203076, "alpha_c_p3m": -0.17163895513203076, "bench_spy_p3m": 0.02968663543878325, "bench_c_p3m": 0.02968663543878325, "ret_p6m": -0.35481864221596593, "ret_signed_p6m": -0.35481864221596593, "alpha_spy_p6m": -0.4173469608543684, "alpha_c_p6m": -0.4173469608543684, "bench_spy_p6m": 0.06252831863840247, "bench_c_p6m": 0.06252831863840247, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06644319829310774, "alpha_spy_stated": 0.03021456290673008, "alpha_c_stated": 0.03021456290673008, "price_path": [-0.1819, -0.3393, -0.324, -0.3147, -0.2117, -0.2305, -0.2203, -0.2715, -0.2291, -0.1687, -0.1384, -0.121, -0.1154, -0.1148, -0.1058, -0.1293, -0.1418, -0.1418, -0.1516, -0.1847, -0.152, -0.1869, -0.1513, -0.1739, -0.2109, -0.2617, -0.265, -0.2428, -0.2428, -0.2796, -0.2733, -0.2746, -0.2598, -0.2936, -0.2819, -0.3059, -0.2552, -0.2468, -0.2427, -0.2796, -0.2414, -0.1945, -0.2134, -0.1991, -0.23, -0.2761, -0.282, -0.2972, -0.3183, -0.2856, -0.2829, -0.3104, -0.2705, -0.244, -0.2447, -0.1761, -0.1352, -0.1109, -0.0837, -0.0257, -0.0924, -0.0899, -0.0473, 0.0, -0.0574, -0.0524, -0.0905, -0.0852, -0.0579, -0.0579, -0.0271, -0.0526, -0.0298, -0.0112, -0.0037, 0.0061, -0.0293, 0.1026, 0.0728, 0.0573, 0.081, 0.0736, 0.0813, 0.0959, 0.0664, 0.0448, -0.016, -0.0396, -0.0253, -0.0242, 0.0024, 0.0928, 0.109, 0.1384, 0.156, 0.1551, 0.2823, 0.233, 0.1971, 0.1732, 0.1161, 0.1415, 0.1304, 0.0902, 0.1482, 0.1066, 0.059, 0.0809, 0.1082, 0.1374, 0.0754, 0.1033, 0.0714, 0.1159, 0.1017, 0.0493, 0.0216, -0.1047, -0.1113, -0.1085, -0.1113, -0.117, -0.1562, -0.1495, -0.1755, -0.1708, -0.142, -0.1842, -0.127, -0.0554, -0.0457, -0.0411, -0.0411, -0.0322, -0.0801, -0.0813, -0.0697, -0.052, -0.0479, -0.0432, -0.0576, -0.0677, -0.0827, -0.1231, -0.1472, -0.1541, -0.1975, -0.2274, -0.1995, -0.1813, -0.1962, -0.2019, -0.2019, -0.2213, -0.2366, -0.25, -0.2666, -0.2666, -0.2255, -0.1965, -0.1364, -0.1335, -0.151, -0.177, -0.1398, -0.166, -0.1396, -0.1441, -0.1266, -0.1266, -0.1706, -0.1888, -0.151, -0.1888, -0.1601, -0.1703, -0.1981, -0.2113, -0.2571, -0.2729, -0.3049, -0.3349, -0.3487, -0.3181, -0.2906, -0.306, -0.3342, -0.3693, -0.3548, -0.3548]}
{"unit_id": "quote:1960097386627514719", "ticker_idx": 0, "ts": "2025-08-25T21:50:08+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": "Good time to jump into $btc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC and prefers high-yield dividend BTC ETF BTCI; added to position.", "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": "Good time to jump into $btc.\nBut it's even better to jump into high yield dividend BTC ETF\n\nAdded $btci https://t.co/qS1YQcPXzC", "reply_text": null, "parent_text": null, "quoted_text": "Incoming dividends today: $7,156.24\n\n$ULTY, $BTCI $QQQI, $YMAX, $RDTE, $QDTE https://t.co/Krpg0YdOlm", "parent_author": null, "ret_m1d": 0.06129193297605262, "ret_signed_m1d": 0.06129193297605262, "alpha_spy_m1d": 0.06546153977460367, "alpha_c_m1d": 0.06546153977460367, "bench_spy_m1d": -0.004169606798551051, "bench_c_m1d": -0.004169606798551051, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015240086898922645, "ret_signed_p1d": 0.015240086898922645, "alpha_spy_p1d": 0.012961538493327929, "alpha_c_p1d": 0.012961538493327929, "bench_spy_p1d": 0.002278548405594716, "bench_c_p1d": 0.002278548405594716, "ret_p1w": -0.007934283381492713, "ret_signed_p1w": -0.007934283381492713, "alpha_spy_p1w": -0.00035474534113622, "alpha_c_p1w": -0.00035474534113622, "bench_spy_p1w": -0.007579538040356493, "bench_c_p1w": -0.007579538040356493, "ret_p1m": 0.017163764514220636, "ret_signed_p1m": 0.017163764514220636, "alpha_spy_p1m": -0.010384087537099518, "alpha_c_p1m": -0.010384087537099518, "bench_spy_p1m": 0.027547852051320154, "bench_c_p1m": 0.027547852051320154, "ret_p3m": -0.21332659663078324, "ret_signed_p3m": -0.21332659663078324, "alpha_spy_p3m": -0.23765716243794144, "alpha_c_p3m": -0.23765716243794144, "bench_spy_p3m": 0.0243305658071582, "bench_c_p3m": 0.0243305658071582, "ret_p6m": -0.38710904725105855, "ret_signed_p6m": -0.38710904725105855, "alpha_spy_p6m": -0.45696179817666804, "alpha_c_p6m": -0.45696179817666804, "bench_spy_p6m": 0.0698527509256095, "bench_c_p6m": 0.0698527509256095, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.017163764514220636, "alpha_spy_stated": -0.010384087537099518, "alpha_c_stated": -0.010384087537099518, "price_path": [-0.0211, -0.0407, -0.0556, -0.0385, -0.0426, -0.049, -0.0776, -0.0521, 0.0015, 0.0012, -0.0131, -0.0381, -0.0366, -0.0302, -0.0502, -0.0476, -0.0494, -0.0619, -0.0413, -0.037, -0.0251, -0.0287, -0.0276, -0.0271, -0.0402, -0.0115, -0.0043, -0.019, -0.0166, -0.0107, 0.0109, 0.0532, 0.0671, 0.0883, 0.0695, 0.0782, 0.0832, 0.0715, 0.0664, 0.0896, 0.0784, 0.0749, 0.0682, 0.0708, 0.0708, 0.07, 0.0512, 0.029, 0.0449, 0.0365, 0.0445, 0.0669, 0.0596, 0.0782, 0.0912, 0.12, 0.0748, 0.0661, 0.0556, 0.0246, 0.0377, 0.0208, 0.0613, 0.0, 0.0152, 0.01, 0.022, -0.0156, -0.0079, 0.0098, 0.0145, 0.0054, 0.0048, 0.0177, 0.0128, 0.0348, 0.0489, 0.0543, 0.0483, 0.061, 0.0576, 0.0637, 0.0505, 0.0238, 0.0172, 0.0291, -0.0098, -0.0037, 0.0388, 0.0357, 0.0774, 0.0959, 0.1103, 0.1328, 0.1029, 0.1201, 0.1052, 0.0281, 0.0467, 0.0272, 0.006, -0.0176, -0.0332, 0.0042, -0.015, -0.0221, -0.0005, 0.0083, 0.0363, 0.0257, -0.0006, -0.0165, -0.0052, -0.0325, -0.0775, -0.0566, -0.0801, -0.0613, -0.0375, -0.0647, -0.0768, -0.0947, -0.1428, -0.1637, -0.156, -0.1694, -0.2133, -0.2273, -0.1984, -0.2069, -0.178, -0.1711, -0.1744, -0.2161, -0.1705, -0.1507, -0.1633, -0.1883, -0.1769, -0.1583, -0.1644, -0.1599, -0.1803, -0.2153, -0.2023, -0.2178, -0.2239, -0.2, -0.1965, -0.2062, -0.2044, -0.2079, -0.2072, -0.2087, -0.197, -0.2054, -0.1943, -0.1832, -0.1475, -0.1489, -0.1709, -0.1734, -0.1781, -0.1719, -0.1344, -0.1198, -0.1323, -0.1326, -0.1596, -0.1981, -0.1884, -0.1876, -0.1872, -0.1985, -0.1909, -0.1901, -0.2321, -0.2361, -0.2855, -0.3132, -0.3369, -0.4306, -0.3593, -0.3633, -0.3753, -0.3917, -0.3987, -0.3747, -0.3749, -0.3871]}
{"unit_id": "quote:1960097386627514719", "ticker_idx": 1, "ts": "2025-08-25T21:50:08+00:00", "symbol": "BTCI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added $btci", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC and prefers high-yield dividend BTC ETF BTCI; added to position.", "resolved_tickers": ["BTCI"], "resolution_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": "Good time to jump into $btc.\nBut it's even better to jump into high yield dividend BTC ETF\n\nAdded $btci https://t.co/qS1YQcPXzC", "reply_text": null, "parent_text": null, "quoted_text": "Incoming dividends today: $7,156.24\n\n$ULTY, $BTCI $QQQI, $YMAX, $RDTE, $QDTE https://t.co/Krpg0YdOlm", "parent_author": null, "ret_m1d": -0.0030512953258029496, "ret_signed_m1d": -0.0030512953258029496, "alpha_spy_m1d": 0.0011183114727481014, "alpha_c_m1d": 0.0011183114727481014, "bench_spy_m1d": -0.004169606798551051, "bench_c_m1d": -0.004169606798551051, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00881508692335986, "ret_signed_p1d": 0.00881508692335986, "alpha_spy_p1d": 0.006536538517765145, "alpha_c_p1d": 0.006536538517765145, "bench_spy_p1d": 0.002278548405594716, "bench_c_p1d": 0.002278548405594716, "ret_p1w": -0.0047465852664245745, "ret_signed_p1w": -0.0047465852664245745, "alpha_spy_p1w": 0.0028329527739319182, "alpha_c_p1w": 0.0028329527739319182, "bench_spy_p1w": -0.007579538040356493, "bench_c_p1w": -0.007579538040356493, "ret_p1m": 0.0223859027226756, "ret_signed_p1m": 0.0223859027226756, "alpha_spy_p1m": -0.005161949328644555, "alpha_c_p1m": -0.005161949328644555, "bench_spy_p1m": 0.027547852051320154, "bench_c_p1m": 0.027547852051320154, "ret_p3m": -0.21878853161560785, "ret_signed_p3m": -0.21878853161560785, "alpha_spy_p3m": -0.24311909742276605, "alpha_c_p3m": -0.24311909742276605, "bench_spy_p3m": 0.0243305658071582, "bench_c_p3m": 0.0243305658071582, "ret_p6m": -0.36767028435330973, "ret_signed_p6m": -0.36767028435330973, "alpha_spy_p6m": -0.4375230352789192, "alpha_c_p6m": -0.4375230352789192, "bench_spy_p6m": 0.0698527509256095, "bench_c_p6m": 0.0698527509256095, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0223859027226756, "alpha_spy_stated": -0.005161949328644555, "alpha_c_stated": -0.005161949328644555, "price_path": [-0.0599, -0.065, -0.0658, -0.052, -0.062, -0.085, -0.0688, -0.0319, -0.0254, -0.0305, -0.0447, -0.0578, -0.0302, -0.062, -0.0659, -0.0659, -0.0699, -0.0713, -0.0498, -0.0328, -0.0355, -0.0427, -0.0336, -0.0505, -0.0187, -0.021, -0.021, -0.0299, -0.0221, -0.0009, 0.0092, 0.0378, 0.0535, 0.0324, 0.0514, 0.0518, 0.0412, 0.0389, 0.0533, 0.0484, 0.0543, 0.0388, 0.0492, 0.0474, 0.0429, 0.0422, 0.0146, 0.0255, 0.0177, 0.0345, 0.0527, 0.0437, 0.0648, 0.0679, 0.0909, 0.0538, 0.0477, 0.0447, 0.0181, 0.0278, 0.0084, 0.047, -0.0031, 0.0, 0.0088, 0.0064, -0.0259, -0.0259, -0.0047, 0.0061, -0.0115, 0.0005, 0.0061, 0.0027, 0.0185, 0.0256, 0.041, 0.0332, 0.0434, 0.0373, 0.0488, 0.0346, 0.0122, 0.007, 0.0224, -0.0125, -0.0125, 0.0293, 0.0304, 0.0493, 0.0775, 0.0899, 0.1046, 0.0808, 0.0926, 0.0786, 0.0448, 0.0429, 0.0163, 0.0052, -0.0187, -0.035, 0.003, 0.0115, -0.0212, -0.0017, 0.0026, 0.0388, 0.0315, 0.0063, -0.0315, -0.0024, -0.0276, -0.0765, -0.0497, -0.0726, -0.0481, -0.0308, -0.0558, -0.0669, -0.0998, -0.1326, -0.1526, -0.142, -0.1744, -0.2046, -0.2188, -0.1783, -0.1918, -0.1683, -0.1683, -0.1619, -0.2049, -0.1594, -0.1425, -0.1452, -0.1724, -0.1608, -0.1402, -0.1423, -0.1485, -0.1617, -0.1998, -0.1832, -0.1993, -0.2057, -0.179, -0.1744, -0.183, -0.1856, -0.1856, -0.1827, -0.1871, -0.1801, -0.1832, -0.1832, -0.1669, -0.1327, -0.1459, -0.1567, -0.1563, -0.16, -0.1496, -0.1281, -0.1051, -0.1218, -0.1198, -0.1198, -0.1617, -0.1554, -0.1635, -0.162, -0.1785, -0.1635, -0.1628, -0.211, -0.212, -0.2625, -0.2741, -0.3037, -0.3922, -0.3303, -0.3242, -0.3436, -0.3554, -0.3757, -0.3421, -0.3421, -0.3516, -0.3677]}
{"unit_id": "quote:1965486545705787405", "ticker_idx": 0, "ts": "2025-09-09T18:44:44+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 fully loaded\n\n8000 shares taxable\n2000 shares in roth\n10,000 shares total", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Fully loaded 10,000 shares of IREN across taxable and Roth accounts.", "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 fully loaded\n\n8000 shares taxable\n2000 shares in roth\n10,000 shares total https://t.co/4vmmoZ1pqI", "reply_text": null, "parent_text": null, "quoted_text": "Damn $iren, chill so i can finish loading 10,000 shares. https://t.co/e5xZNEnNnN", "parent_author": null, "ret_m1d": -0.13249420103479503, "ret_signed_m1d": -0.13249420103479503, "alpha_spy_m1d": -0.1301876488970567, "alpha_c_m1d": -0.12818222179841454, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.004311979236380492, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11394503057980798, "ret_signed_p1d": 0.11394503057980798, "alpha_spy_p1d": 0.11105413039154133, "alpha_c_p1d": 0.1173196198679981, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": -0.003374589288190122, "ret_p1w": 0.20735343220083324, "ret_signed_p1w": 0.20735343220083324, "alpha_spy_p1w": 0.19248406122427553, "alpha_c_p1w": 0.20322897452997735, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": 0.004124457670855897, "ret_p1m": 0.9903941400994614, "ret_signed_p1m": 0.9903941400994614, "alpha_spy_p1m": 0.9524962558227701, "alpha_c_p1m": 0.9839046738074795, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.006489466291981882, "ret_p3m": 0.4809539017409057, "ret_signed_p3m": 0.4809539017409057, "alpha_spy_p3m": 0.4236583761123378, "alpha_c_p3m": 0.4712668368869861, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.00968706485391957, "ret_p6m": 0.4521364483956065, "ret_signed_p6m": 0.4521364483956065, "alpha_spy_p6m": 0.39258267091473686, "alpha_c_p6m": 0.4800682286020298, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": -0.027931780206423285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9903941400994614, "alpha_spy_stated": 0.9524962558227701, "alpha_c_stated": 0.9839046738074795, "price_path": [-0.6631, -0.6744, -0.6555, -0.6764, -0.6754, -0.6754, -0.6532, -0.6469, -0.6178, -0.6068, -0.5658, -0.5363, -0.5174, -0.4955, -0.4813, -0.4429, -0.4429, -0.4386, -0.4405, -0.4382, -0.4359, -0.4624, -0.4276, -0.4409, -0.4266, -0.4021, -0.4058, -0.3988, -0.3842, -0.371, -0.3991, -0.4131, -0.4508, -0.477, -0.4654, -0.4664, -0.4899, -0.4541, -0.4551, -0.3932, -0.3849, -0.3889, -0.4048, -0.4094, -0.4127, -0.368, -0.3478, -0.3142, -0.3796, -0.3455, -0.3511, -0.2902, -0.2342, -0.2385, -0.2595, -0.2368, -0.1229, -0.1229, -0.0358, -0.0656, -0.1345, -0.1338, -0.1325, 0.0, 0.1139, 0.0881, 0.1249, 0.2302, 0.2074, 0.2554, 0.203, 0.2799, 0.3879, 0.3836, 0.5614, 0.5333, 0.3866, 0.5214, 0.5545, 0.5595, 0.5575, 0.6714, 0.9129, 1.0431, 0.9904, 1.1149, 0.9798, 1.1245, 1.3041, 1.2517, 1.048, 1.0113, 0.9616, 0.8283, 0.7168, 0.8503, 1.0835, 1.1527, 1.0676, 1.0013, 0.9285, 1.0123, 1.2441, 1.207, 1.531, 1.218, 1.0662, 0.993, 0.9006, 0.845, 0.6115, 0.5359, 0.5704, 0.6181, 0.5181, 0.4399, 0.3998, 0.6062, 0.5724, 0.6048, 0.6048, 0.5836, 0.6062, 0.362, 0.4561, 0.5386, 0.481, 0.5349, 0.5515, 0.4548, 0.4554, 0.3292, 0.1752, 0.212, 0.1189, 0.1858, 0.3223, 0.3925, 0.3935, 0.3905, 0.3905, 0.3349, 0.3054, 0.2686, 0.2511, 0.2511, 0.4144, 0.5979, 0.5207, 0.445, 0.5131, 0.5247, 0.6671, 0.7552, 0.7516, 0.7188, 0.9152, 0.9152, 0.7973, 0.7714, 0.731, 0.8774, 0.7343, 0.9871, 1.0848, 0.9821, 0.7801, 0.7582, 0.8016, 0.4886, 0.318, 0.3856, 0.5287, 0.422, 0.4134, 0.3259, 0.3985, 0.3985, 0.3571, 0.3938, 0.4339, 0.3243, 0.4031, 0.5055, 0.4584, 0.4654, 0.3564, 0.371, 0.2868, 0.4521]}
{"unit_id": "reply:1966498573215756783", "ticker_idx": 0, "ts": "2025-09-12T13:46:10+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA feels the same way too. $380", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA with $380 target implied.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jrouldz long time coming. $TSLA feels the same way too. $380", "reply_text": null, "parent_text": "@DeepValueBagger I almost tagged you to say the 40s are finally in the past 😅\n\nI figured it couldn't break out of range until the Oxford Ionics deal was a go.", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.06852049481114852, "ret_signed_m1d": -0.06852049481114852, "alpha_spy_m1d": -0.06885523723548903, "alpha_c_m1d": -0.06336605925335337, "bench_spy_m1d": 0.00033474242434050616, "bench_c_m1d": -0.005154435557795156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03561147147692467, "ret_signed_p1d": 0.03561147147692467, "alpha_spy_p1d": 0.030287508678579433, "alpha_c_p1d": 0.026936930443556717, "bench_spy_p1d": 0.005323962798345239, "bench_c_p1d": 0.008674541033367955, "ret_p1w": 0.07609740035618495, "ret_signed_p1w": 0.07609740035618495, "alpha_spy_p1w": 0.06373051702687405, "alpha_c_p1w": 0.06453136712506446, "bench_spy_p1w": 0.012366883329310907, "bench_c_p1w": 0.011566033231120487, "ret_p1m": 0.10092436027852902, "ret_signed_p1m": 0.10092436027852902, "alpha_spy_p1m": 0.08956423872741559, "alpha_c_p1m": 0.11918488326802179, "bench_spy_p1m": 0.011360121551113433, "bench_c_p1m": -0.018260522989492767, "ret_p3m": 0.14019803359939553, "ret_signed_p3m": 0.14019803359939553, "alpha_spy_p3m": 0.09142129374842245, "alpha_c_p3m": 0.13511783304888358, "bench_spy_p3m": 0.04877673985097308, "bench_c_p3m": 0.0050802005505119485, "ret_p6m": 0.006920215733393853, "ret_signed_p6m": 0.006920215733393853, "alpha_spy_p6m": -0.030727887372529628, "alpha_c_p6m": 0.04292065005973855, "bench_spy_p6m": 0.03764810310592348, "bench_c_p6m": -0.0360004343263447, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10092436027852902, "alpha_spy_stated": 0.08956423872741559, "alpha_c_stated": 0.11918488326802179, "price_path": [-0.201, -0.1866, -0.1866, -0.1863, -0.1194, -0.1401, -0.1727, -0.1772, -0.1826, -0.1977, -0.2405, -0.2028, -0.2035, -0.2035, -0.2576, -0.2478, -0.2527, -0.2174, -0.2082, -0.1996, -0.2151, -0.1876, -0.1933, -0.1674, -0.1704, -0.1612, -0.1601, -0.2289, -0.2017, -0.1777, -0.1888, -0.1942, -0.2214, -0.2357, -0.2189, -0.2203, -0.192, -0.1861, -0.1674, -0.1437, -0.1392, -0.1428, -0.1524, -0.1651, -0.1535, -0.1683, -0.1819, -0.1915, -0.1413, -0.1246, -0.1118, -0.117, -0.1262, -0.1568, -0.1568, -0.1682, -0.1562, -0.145, -0.1139, -0.1251, -0.1237, -0.1216, -0.0685, 0.0, 0.0356, 0.0649, 0.0756, 0.0528, 0.0761, 0.0967, 0.0755, 0.1183, 0.0693, 0.1123, 0.1194, 0.1232, 0.1604, 0.1012, 0.0856, 0.1447, 0.0938, 0.108, 0.1, 0.0443, 0.1009, 0.0841, 0.099, 0.0829, 0.1095, 0.13, 0.1178, 0.1087, 0.134, 0.0954, 0.1426, 0.1632, 0.1656, 0.1115, 0.1531, 0.1829, 0.122, 0.167, 0.1262, 0.0848, 0.1245, 0.1103, 0.0875, 0.0153, 0.0212, 0.0328, 0.0134, 0.0203, -0.0018, -0.0122, 0.0552, 0.0593, 0.0774, 0.0774, 0.0865, 0.0864, 0.0841, 0.1283, 0.148, 0.1492, 0.1102, 0.1243, 0.1402, 0.1287, 0.1592, 0.2005, 0.2373, 0.1801, 0.2208, 0.2153, 0.2344, 0.2263, 0.2259, 0.2259, 0.2002, 0.1609, 0.1477, 0.1358, 0.1358, 0.1064, 0.1408, 0.0935, 0.0896, 0.1007, 0.1239, 0.1339, 0.1295, 0.1093, 0.1077, 0.105, 0.105, 0.0589, 0.0897, 0.1349, 0.1342, 0.0992, 0.0883, 0.0897, 0.0521, 0.0871, 0.0653, 0.0657, 0.0254, 0.0032, 0.0383, 0.054, 0.0739, 0.0817, 0.0534, 0.0543, 0.0543, 0.0371, 0.0388, 0.0398, 0.0401, 0.0098, 0.0339, 0.0542, 0.0319, 0.0166, 0.0186, -0.0089, 0.0253, 0.0243, 0.002, 0.0069]}
{"unit_id": "reply:1959007116615983486", "ticker_idx": 0, "ts": "2025-08-22T21:37:47+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's additional $1m to $4m for me", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds a significant ETH position and endorses the 100-300% upside thesis, implying $1M–$4M personal gain.", "resolved_tickers": ["ETH-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": "@Micro2Macr0 @ethereum That's additional $1m to $4m for me", "reply_text": null, "parent_text": "100-300% gains are coming for @ethereum $ETH https://t.co/JYvmvsqjnv", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": -0.1258734813183997, "ret_signed_m1d": -0.1258734813183997, "alpha_spy_m1d": -0.13029405242906167, "alpha_c_m1d": -0.13029405242906167, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09487223437587489, "ret_signed_p1d": -0.09487223437587489, "alpha_spy_p1d": -0.0990592995900087, "alpha_c_p1d": -0.0990592995900087, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.09752883440890292, "ret_signed_p1w": -0.09752883440890292, "alpha_spy_p1w": -0.10154473240476714, "alpha_c_p1w": -0.10154473240476714, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": -0.13008193760597953, "ret_signed_p1m": -0.13008193760597953, "alpha_spy_p1m": -0.16522577570138586, "alpha_c_p1m": -0.16522577570138586, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.37428013779634595, "ret_signed_p3m": -0.37428013779634595, "alpha_spy_p3m": -0.39275447885058223, "alpha_c_p3m": -0.39275447885058223, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.5864679044189953, "ret_signed_p6m": -0.5864679044189953, "alpha_spy_p6m": -0.655415154947097, "alpha_c_p6m": -0.655415154947097, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13008193760597953, "alpha_spy_stated": -0.16522577570138586, "alpha_c_stated": -0.16522577570138586, "price_path": [-0.4488, -0.4448, -0.4551, -0.4763, -0.4604, -0.4632, -0.4601, -0.4999, -0.4873, -0.445, -0.4177, -0.4259, -0.4511, -0.4661, -0.4741, -0.4803, -0.4775, -0.4781, -0.5017, -0.4987, -0.4933, -0.4992, -0.4999, -0.4983, -0.4853, -0.502, -0.4678, -0.4637, -0.4808, -0.4736, -0.4586, -0.4265, -0.3884, -0.3878, -0.3763, -0.3501, -0.3022, -0.2804, -0.2654, -0.2211, -0.224, -0.2487, -0.2325, -0.2285, -0.2161, -0.2148, -0.2118, -0.2348, -0.278, -0.2302, -0.2524, -0.2375, -0.1898, -0.17, -0.1251, -0.0498, -0.0155, -0.0586, -0.081, -0.1074, -0.1569, -0.1028, -0.1259, 0.0, -0.0949, -0.0478, -0.0679, -0.0671, -0.0975, -0.107, -0.1047, -0.0789, -0.1102, -0.1085, -0.1083, -0.1081, -0.0998, -0.0766, -0.024, -0.063, -0.0678, -0.0494, -0.05, -0.0746, -0.1301, -0.1378, -0.1403, -0.1993, -0.1646, -0.1271, -0.1419, -0.0994, -0.0711, -0.0655, -0.0297, -0.0787, -0.0629, -0.0957, -0.2046, -0.1213, -0.1461, -0.1747, -0.1939, -0.2067, -0.1761, -0.1976, -0.2118, -0.2019, -0.1856, -0.1472, -0.1757, -0.1921, -0.2126, -0.2037, -0.2544, -0.3185, -0.2911, -0.3144, -0.289, -0.2614, -0.2931, -0.2936, -0.3309, -0.3576, -0.374, -0.3536, -0.3743, -0.4139, -0.4276, -0.3888, -0.3878, -0.3733, -0.376, -0.3724, -0.4204, -0.3795, -0.3394, -0.3513, -0.374, -0.3531, -0.3126, -0.3117, -0.33, -0.3616, -0.3865, -0.3865, -0.414, -0.4148, -0.3836, -0.3778, -0.3866, -0.3903, -0.399, -0.3944, -0.3926, -0.385, -0.3859, -0.379, -0.3533, -0.3323, -0.3178, -0.3445, -0.3575, -0.3619, -0.3599, -0.3124, -0.3056, -0.3134, -0.3179, -0.3404, -0.3924, -0.3834, -0.3895, -0.3887, -0.3943, -0.3745, -0.3777, -0.4167, -0.4407, -0.5148, -0.5389, -0.5563, -0.6229, -0.5729, -0.5646, -0.582, -0.5983, -0.597, -0.576, -0.5865]}
{"unit_id": "reply:1945597347129364634", "ticker_idx": 0, "ts": "2025-07-16T21:32:09+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only one I feel has a good setup is $HIMS with decent valuation. Added a bunch of leaps today.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long HIMS via leaps; best-valued setup in an otherwise expensive market.", "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": "reply_other", "lang": "en", "tweet_text": "@PaperBozz Everything is expensive valuation-wise. The only one I feel has a good setup is $HIMS with decent valuation. Added a bunch of leaps today.", "reply_text": null, "parent_text": "@DeepValueBagger Ha ha! I know right! Now I am going to have to start thinking about the next trade to double my portfolio.", "quoted_text": null, "parent_author": "PaperBozz", "ret_m1d": 0.03720737613928682, "ret_signed_m1d": 0.03720737613928682, "alpha_spy_m1d": 0.04328979183532111, "alpha_c_m1d": 0.04328979183532111, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.0060824156960342934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00780154784064413, "ret_signed_p1d": 0.00780154784064413, "alpha_spy_p1d": 0.008533882442387952, "alpha_c_p1d": 0.008533882442387952, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.0007323346017438226, "ret_p1w": 0.14662928126115315, "ret_signed_p1w": 0.14662928126115315, "alpha_spy_p1w": 0.13647063201906495, "alpha_c_p1w": 0.13647063201906495, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.010158649242088202, "ret_p1m": -0.0794159049291091, "ret_signed_p1m": -0.0794159049291091, "alpha_spy_p1m": -0.10393678241001181, "alpha_c_p1m": -0.10393678241001181, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.024520877480902703, "ret_p3m": 0.08061609609892839, "ret_signed_p3m": 0.08061609609892839, "alpha_spy_p3m": 0.023253455756086172, "alpha_c_p3m": 0.023253455756086172, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.05736264034284222, "ret_p6m": -0.36607322524439745, "ret_signed_p6m": -0.36607322524439745, "alpha_spy_p6m": -0.4775484456473398, "alpha_c_p6m": -0.4775484456473398, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.11147522040294233, "ret_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": [-0.4831, -0.4929, -0.4657, -0.4371, -0.4381, -0.4303, -0.2991, -0.3379, -0.2767, -0.1834, -0.1622, -0.0104, 0.0472, 0.0282, 0.0394, 0.1044, 0.2803, 0.2226, 0.1718, 0.2933, 0.247, 0.2244, 0.1602, 0.0706, 0.0968, 0.0968, 0.0674, 0.067, 0.0482, 0.1314, 0.1356, 0.0948, 0.0724, 0.0556, 0.1268, 0.1374, 0.1052, 0.1514, 0.1432, 0.1098, 0.1958, 0.185, 0.2216, 0.2216, 0.2847, -0.1602, -0.1408, -0.1716, -0.0742, -0.0116, -0.0028, -0.0406, -0.0506, -0.0402, -0.0402, -0.0314, -0.0206, 0.025, 0.0056, -0.042, 0.0408, 0.0094, 0.0372, 0.0, 0.0078, -0.0478, 0.0004, 0.1606, 0.1466, 0.1532, 0.1738, 0.2056, 0.3109, 0.3239, 0.2513, 0.2673, 0.1106, 0.0228, 0.0212, 0.039, -0.0002, -0.0406, -0.0332, -0.0572, -0.0794, -0.0978, -0.1562, -0.1322, -0.1206, -0.1084, -0.14, -0.0928, -0.1196, -0.1174, -0.1528, -0.1528, -0.1692, -0.1106, -0.0376, -0.0316, -0.007, -0.044, -0.0442, 0.0354, 0.1102, 0.0794, 0.018, 0.0072, 0.1242, 0.1566, 0.1542, 0.1202, 0.0652, 0.0976, 0.1682, 0.1826, 0.1346, 0.1264, 0.1576, 0.051, 0.0954, 0.1596, 0.1636, 0.1652, 0.0792, 0.0948, 0.0806, 0.2555, 0.1832, -0.0042, 0.0274, -0.0126, -0.0506, -0.03, -0.0242, -0.0352, -0.0574, -0.0672, -0.1186, -0.0906, -0.112, -0.144, -0.1252, -0.1694, -0.1792, -0.1788, -0.2048, -0.2194, -0.2789, -0.2603, -0.2883, -0.2747, -0.2833, -0.3275, -0.3057, -0.2442, -0.2581, -0.2318, -0.2318, -0.2046, -0.2496, -0.2737, -0.2585, -0.1994, -0.2158, -0.2174, -0.2034, -0.2422, -0.2444, -0.2557, -0.2749, -0.2627, -0.3005, -0.3045, -0.2887, -0.2989, -0.3039, -0.3065, -0.3065, -0.3137, -0.3179, -0.3391, -0.3505, -0.3505, -0.3317, -0.3057, -0.2907, -0.2907, -0.3225, -0.3661]}
{"unit_id": "thread:1945264471351406951", "ticker_idx": 0, "ts": "2025-07-15T23:29:25+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Account up to $567K on 2x $ETH leverage", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a live 2x leveraged long ETH position, account at $567K.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "$ETH is beating $BTC by 15% in this past week. \nLet's go!! 🚀 https://t.co/qqKC0csrlF\n\n---\n\nAccount up to $567K on 2x $ETH leverage https://t.co/ax5ySu0dP0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.040300403048350586, "ret_signed_m1d": -0.040300403048350586, "alpha_spy_m1d": -0.036968269566474254, "alpha_c_m1d": -0.036968269566474254, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0033321334818763315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07376602792880305, "ret_signed_p1d": 0.07376602792880305, "alpha_spy_p1d": 0.06764639005128847, "alpha_c_p1d": 0.06764639005128847, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.006119637877514572, "ret_p1w": 0.1940373476749997, "ret_signed_p1w": 0.1940373476749997, "alpha_spy_p1w": 0.1780332207923394, "alpha_c_p1w": 0.1780332207923394, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.016004126882660286, "ret_p1m": 0.5147907765717532, "ret_signed_p1m": 0.5147907765717532, "alpha_spy_p1m": 0.48158125433177656, "alpha_c_p1m": 0.48158125433177656, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.03320952223997664, "ret_p3m": 0.2239311629868561, "ret_signed_p3m": 0.2239311629868561, "alpha_spy_p3m": 0.15879662853004528, "alpha_c_p3m": 0.15879662853004528, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06513453445681083, "ret_p6m": 0.00858448822127822, "ret_signed_p6m": 0.00858448822127822, "alpha_spy_p6m": -0.10234555220030361, "alpha_c_p6m": -0.10234555220030361, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.11093004042158183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5147907765717532, "alpha_spy_stated": 0.48158125433177656, "alpha_c_stated": 0.48158125433177656, "price_path": [-0.496, -0.494, -0.4969, -0.4403, -0.428, -0.4363, -0.431, -0.4271, -0.427, -0.4287, -0.4142, -0.4131, -0.4205, -0.4219, -0.423, -0.2973, -0.253, -0.2049, -0.1464, -0.1687, -0.1889, -0.1922, -0.1945, -0.1961, -0.1871, -0.1515, -0.1954, -0.1834, -0.1519, -0.1458, -0.1615, -0.1943, -0.1697, -0.1741, -0.1692, -0.2305, -0.2111, -0.146, -0.1039, -0.1167, -0.1554, -0.1785, -0.1909, -0.2004, -0.1961, -0.1969, -0.2333, -0.2287, -0.2204, -0.2295, -0.2305, -0.228, -0.2081, -0.2338, -0.1811, -0.1748, -0.2011, -0.1901, -0.167, -0.1176, -0.0589, -0.058, -0.0403, 0.0, 0.0738, 0.1073, 0.1303, 0.1986, 0.194, 0.156, 0.1809, 0.1871, 0.2062, 0.2081, 0.2128, 0.1773, 0.111, 0.1844, 0.1503, 0.1733, 0.2466, 0.2771, 0.3462, 0.4621, 0.5148, 0.4485, 0.4141, 0.3735, 0.2973, 0.3805, 0.345, 0.5387, 0.3927, 0.4652, 0.4343, 0.4355, 0.3886, 0.3741, 0.3776, 0.4174, 0.3691, 0.3717, 0.372, 0.3724, 0.3851, 0.4208, 0.5017, 0.4417, 0.4343, 0.4627, 0.4618, 0.4239, 0.3385, 0.3266, 0.3228, 0.232, 0.2854, 0.3431, 0.3204, 0.3858, 0.4293, 0.4379, 0.493, 0.4176, 0.442, 0.3915, 0.2239, 0.3521, 0.3139, 0.2699, 0.2404, 0.2206, 0.2678, 0.2347, 0.2128, 0.2281, 0.2531, 0.3122, 0.2683, 0.2431, 0.2116, 0.2252, 0.1473, 0.0486, 0.0909, 0.0549, 0.0941, 0.1365, 0.0877, 0.087, 0.0296, -0.0115, -0.0367, -0.0054, -0.0372, -0.0981, -0.1192, -0.0596, -0.0579, -0.0357, -0.0399, -0.0343, -0.1082, -0.0452, 0.0165, -0.0018, -0.0368, -0.0047, 0.0577, 0.0591, 0.0309, -0.0177, -0.056, -0.056, -0.0982, -0.0996, -0.0516, -0.0426, -0.0562, -0.0619, -0.0753, -0.0682, -0.0654, -0.0537, -0.0551, -0.0444, -0.0049, 0.0275, 0.0497, 0.0086]}
{"unit_id": "orig:1950982967666319751", "ticker_idx": 0, "ts": "2025-07-31T18:12:41+00:00", "symbol": "FIG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Picked up 500 shares at $97 $fig", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought 500 shares of FIG at $97; live long position.", "resolved_tickers": ["FIG"], "resolution_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": "Picked up 500 shares at $97 $fig, slow market today, let's see! https://t.co/CDI6GvNi9h", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": null, "ret_signed_m1d": null, "alpha_spy_m1d": null, "alpha_c_m1d": null, "bench_spy_m1d": 0.0037651903683764143, "bench_c_m1d": 0.0037651903683764143, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05627705627705626, "ret_signed_p1d": 0.05627705627705626, "alpha_spy_p1d": 0.07266766756276655, "alpha_c_p1d": 0.07266766756276655, "bench_spy_p1d": -0.016390611285710288, "bench_c_p1d": -0.016390611285710288, "ret_p1w": -0.32259742109290446, "ret_signed_p1w": -0.32259742109290446, "alpha_spy_p1w": -0.3228662028661221, "alpha_c_p1w": -0.3228662028661221, "bench_spy_p1w": 0.0002687817732176523, "bench_c_p1w": 0.0002687817732176523, "ret_p1m": -0.3915151620840097, "ret_signed_p1m": -0.3915151620840097, "alpha_spy_p1m": -0.41203464412503277, "alpha_c_p1m": -0.41203464412503277, "bench_spy_p1m": 0.02051948204102305, "bench_c_p1m": 0.02051948204102305, "ret_p3m": -0.5507359360203599, "ret_signed_p3m": -0.5507359360203599, "alpha_spy_p3m": -0.6407320404908461, "alpha_c_p3m": -0.6407320404908461, "bench_spy_p3m": 0.08999610447048623, "bench_c_p3m": 0.08999610447048623, "ret_p6m": -0.749523806881595, "ret_signed_p6m": -0.749523806881595, "alpha_spy_p6m": -0.8461934708604439, "alpha_c_p6m": -0.8461934708604439, "bench_spy_p6m": 0.09666966397884891, "bench_c_p6m": 0.09666966397884891, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3915151620840097, "alpha_spy_stated": -0.41203464412503277, "alpha_c_stated": -0.41203464412503277, "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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.0, 0.0563, -0.2329, -0.3153, -0.218, -0.3226, -0.3237, -0.2857, -0.2436, -0.2908, -0.3393, -0.3124, -0.3406, -0.399, -0.359, -0.37, -0.3307, -0.3905, -0.3928, -0.395, -0.383, -0.3915, -0.3915, -0.4323, -0.4101, -0.5276, -0.525, -0.5457, -0.5384, -0.5579, -0.5155, -0.5405, -0.5314, -0.5353, -0.5257, -0.4943, -0.5081, -0.491, -0.4967, -0.522, -0.5291, -0.5419, -0.5398, -0.5509, -0.5645, -0.5506, -0.5408, -0.5068, -0.4732, -0.3846, -0.4118, -0.4713, -0.4435, -0.4734, -0.4474, -0.4997, -0.5079, -0.5177, -0.5177, -0.5428, -0.5381, -0.538, -0.5399, -0.5507, -0.5601, -0.5771, -0.5685, -0.5829, -0.6034, -0.619, -0.6019, -0.6169, -0.6154, -0.6149, -0.619, -0.6488, -0.6664, -0.6764, -0.6817, -0.6906, -0.7094, -0.7029, -0.6929, -0.6926, -0.6872, -0.6872, -0.6886, -0.691, -0.6868, -0.6765, -0.6648, -0.6713, -0.674, -0.6669, -0.6601, -0.665, -0.6877, -0.6963, -0.6888, -0.6765, -0.6797, -0.6582, -0.6602, -0.6676, -0.6635, -0.6635, -0.6663, -0.6725, -0.6742, -0.6765, -0.6765, -0.6744, -0.679, -0.6754, -0.6774, -0.6773, -0.6768, -0.6848, -0.7094, -0.7198, -0.7264, -0.744, -0.744, -0.7597, -0.7656, -0.7539, -0.7495]}
{"unit_id": "thread:1942973226407068014", "ticker_idx": 0, "ts": "2025-07-09T15:44:50+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Until your friends show you, and you ride a Robotaxi, that's when it will really hit you that it really works!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: FSD/Robotaxi word-of-mouth adoption will drive belief in the technology, analogous to iPhone's early skepticism phase.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "FSD reminds me a like the iPhone when it first came out. At first nobody believed the phone could be any better than what they already have. Because FSD is so new and it can do beyond what our imagination can accept, advertisement is not effective. \n\nI can confirm this from my experience as a product & marketing leader in consumer space. Until your friends show you, and you ride a Robotaxi, that's when it will really hit you that it really works!  If you look at Tesla social media, they do quite a lot of sharing customers 1st hand experience and reaction to reinforce that this tech is real. $TSLA\n\n---\n\nElon could just jump on some morning and late talk show, sing some karaoke while showing off FSD. But I don't think Elon is that type of person. And I think there could be huge backlash in encouraging the wrong people to use it irresponsibly. Let nature take it course and let the believer use it when they want to.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006522889833483925, "ret_signed_m1d": 0.006522889833483925, "alpha_spy_m1d": 0.012483800381358656, "alpha_c_m1d": 0.012414600184588842, "bench_spy_m1d": -0.0059609105478747315, "bench_c_m1d": -0.005891710351104917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0472826483827995, "ret_signed_p1d": 0.0472826483827995, "alpha_spy_p1d": 0.04446229122062406, "alpha_c_p1d": 0.036229923653755325, "bench_spy_p1d": 0.0028203571621754353, "bench_c_p1d": 0.011052724729044172, "ret_p1w": 0.08716374246085468, "ret_signed_p1w": 0.08716374246085468, "alpha_spy_p1w": 0.08690742726277745, "alpha_c_p1w": 0.08478876985141892, "bench_spy_p1w": 0.00025631519807722825, "bench_c_p1w": 0.002374972609435755, "ret_p1m": 0.08919150904202366, "ret_signed_p1m": 0.08919150904202366, "alpha_spy_p1m": 0.07606781490714232, "alpha_c_p1m": 0.06891293998128112, "bench_spy_p1m": 0.013123694134881347, "bench_c_p1m": 0.020278569060742546, "ret_p3m": 0.531871003515483, "ret_signed_p3m": 0.531871003515483, "alpha_spy_p3m": 0.45269274687613326, "alpha_c_p3m": 0.43425454445524614, "bench_spy_p3m": 0.07917825663934974, "bench_c_p3m": 0.09761645906023686, "ret_p6m": 0.5199404954681583, "ret_signed_p6m": 0.5199404954681583, "alpha_spy_p6m": 0.42095773652182356, "alpha_c_p6m": 0.4250998242729185, "bench_spy_p6m": 0.09898275894633479, "bench_c_p6m": 0.09484067119523987, "ret_p1y": 0.28332427061256693, "ret_signed_p1y": 0.28332427061256693, "alpha_spy_p1y": 0.10224005534695979, "alpha_c_p1y": 0.23049384208367907, "bench_spy_p1y": 0.18108421526560714, "bench_c_p1y": 0.05283042852888786, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08919150904202366, "alpha_spy_stated": 0.07606781490714232, "alpha_c_stated": 0.06891293998128112, "price_path": [-0.1473, -0.1471, -0.1412, -0.1836, -0.1842, -0.1842, -0.2311, -0.1957, -0.1526, -0.1229, -0.0369, -0.0338, -0.013, -0.0464, -0.0519, -0.0293, -0.0528, -0.0694, -0.0664, -0.0374, 0.008, 0.076, 0.1291, 0.1751, 0.1586, 0.1828, 0.1562, 0.162, 0.1309, 0.1526, 0.1469, 0.1469, 0.2265, 0.2062, 0.2114, 0.1709, 0.1582, 0.1635, 0.1222, -0.0378, -0.0025, 0.0429, 0.1021, 0.1033, 0.0785, 0.0995, 0.1124, 0.0692, 0.0884, 0.0884, 0.0888, 0.1785, 0.1507, 0.107, 0.1011, 0.0938, 0.0736, 0.0163, 0.0668, 0.0658, 0.0658, -0.0066, 0.0065, 0.0, 0.0473, 0.0596, 0.071, 0.0504, 0.0872, 0.0795, 0.1141, 0.1102, 0.1224, 0.124, 0.0318, 0.0682, 0.1004, 0.0856, 0.0783, 0.0419, 0.0228, 0.0452, 0.0434, 0.0812, 0.0892, 0.1141, 0.1458, 0.152, 0.147, 0.1342, 0.1172, 0.1328, 0.113, 0.0947, 0.0819, 0.1491, 0.1714, 0.1886, 0.1816, 0.1693, 0.1284, 0.1284, 0.1132, 0.1291, 0.1441, 0.1858, 0.1707, 0.1727, 0.1754, 0.2465, 0.3382, 0.3858, 0.425, 0.4393, 0.4088, 0.44, 0.4675, 0.4393, 0.4965, 0.431, 0.4884, 0.4979, 0.503, 0.5529, 0.4736, 0.4527, 0.5319, 0.4637, 0.4827, 0.472, 0.3975, 0.4732, 0.4507, 0.4707, 0.4491, 0.4848, 0.5122, 0.4959, 0.4836, 0.5174, 0.4659, 0.5291, 0.5565, 0.5598, 0.4874, 0.5431, 0.583, 0.5015, 0.5617, 0.5071, 0.4517, 0.5048, 0.4858, 0.4553, 0.3586, 0.3666, 0.382, 0.3561, 0.3654, 0.3358, 0.3218, 0.412, 0.4175, 0.4417, 0.4417, 0.4539, 0.4538, 0.4507, 0.5099, 0.5362, 0.5378, 0.4857, 0.5046, 0.5258, 0.5104, 0.5512, 0.6064, 0.6557, 0.5792, 0.6337, 0.6263, 0.6518, 0.6411, 0.6405, 0.6405, 0.606, 0.5535, 0.5359, 0.5199, 0.5199]}
{"unit_id": "reply:1943428741868458142", "ticker_idx": 0, "ts": "2025-07-10T21:54:53+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "That's my bet. Smaller, more nimble.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Endorses ETH outperforming BTC near-term; bullish on ETH catching up.", "resolved_tickers": ["ETH-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": "@dezod80 That's my bet. Smaller, more nimble.", "reply_text": null, "parent_text": "@DeepValueBagger ethereums 3 month chart is insanely bullish , I expect it to outperform btc near term as it needs to catch up", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": -0.06229349206802981, "ret_signed_m1d": -0.06229349206802981, "alpha_spy_m1d": -0.06582140120272273, "alpha_c_m1d": -0.06582140120272273, "bench_spy_m1d": 0.0035279091346929192, "bench_c_m1d": 0.0035279091346929192, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010291624108509367, "ret_signed_p1d": 0.0010291624108509367, "alpha_spy_p1d": -0.0008789227462315807, "alpha_c_p1d": -0.0008789227462315807, "bench_spy_p1d": 0.0019080851570825175, "bench_c_p1d": 0.0019080851570825175, "ret_p1w": 0.17663842639282712, "ret_signed_p1w": 0.17663842639282712, "alpha_spy_p1w": 0.1702883680726328, "alpha_c_p1w": 0.1702883680726328, "bench_spy_p1w": 0.006350058320194307, "bench_c_p1w": 0.006350058320194307, "ret_p1m": 0.35704193803774675, "ret_signed_p1m": 0.35704193803774675, "alpha_spy_p1m": 0.3373183620039375, "alpha_c_p1m": 0.3373183620039375, "bench_spy_p1m": 0.019723576033809254, "bench_c_p1m": 0.019723576033809254, "ret_p3m": 0.5063908705296172, "ret_signed_p3m": 0.5063908705296172, "alpha_spy_p3m": 0.42403921346324513, "alpha_c_p3m": 0.42403921346324513, "bench_spy_p3m": 0.08235165706637204, "bench_c_p3m": 0.08235165706637204, "ret_p6m": 0.057389602584341226, "ret_signed_p6m": 0.057389602584341226, "alpha_spy_p6m": -0.05172244907823709, "alpha_c_p6m": -0.05172244907823709, "bench_spy_p6m": 0.10911205166257831, "bench_c_p6m": 0.10911205166257831, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.35704193803774675, "alpha_spy_stated": 0.3373183620039375, "alpha_c_stated": 0.3373183620039375, "price_path": [-0.4508, -0.4624, -0.4659, -0.4644, -0.4623, -0.4654, -0.4053, -0.3921, -0.401, -0.3954, -0.3912, -0.3911, -0.3929, -0.3776, -0.3764, -0.3842, -0.3857, -0.3869, -0.2533, -0.2062, -0.1552, -0.093, -0.1167, -0.1381, -0.1416, -0.1441, -0.1458, -0.1362, -0.0984, -0.145, -0.1322, -0.0987, -0.0923, -0.109, -0.1438, -0.1177, -0.1224, -0.1172, -0.1823, -0.1616, -0.0925, -0.0478, -0.0614, -0.1026, -0.127, -0.1402, -0.1503, -0.1457, -0.1466, -0.1853, -0.1804, -0.1715, -0.1812, -0.1823, -0.1797, -0.1585, -0.1858, -0.1298, -0.1231, -0.151, -0.1394, -0.1148, -0.0623, 0.0, 0.001, 0.0198, 0.0626, 0.141, 0.1766, 0.2011, 0.2736, 0.2688, 0.2284, 0.2549, 0.2614, 0.2818, 0.2838, 0.2888, 0.2511, 0.1806, 0.2586, 0.2224, 0.2467, 0.3247, 0.357, 0.4305, 0.5537, 0.6097, 0.5392, 0.5026, 0.4595, 0.3786, 0.4669, 0.4292, 0.6351, 0.4799, 0.5569, 0.5241, 0.5254, 0.4756, 0.4601, 0.4638, 0.5061, 0.4548, 0.4576, 0.458, 0.4583, 0.4719, 0.5098, 0.5958, 0.532, 0.5241, 0.5543, 0.5534, 0.5131, 0.4224, 0.4097, 0.4056, 0.3091, 0.3659, 0.4273, 0.4031, 0.4725, 0.5188, 0.528, 0.5865, 0.5064, 0.5323, 0.4786, 0.3006, 0.4368, 0.3962, 0.3495, 0.3181, 0.297, 0.3472, 0.312, 0.2888, 0.305, 0.3316, 0.3944, 0.3477, 0.321, 0.2875, 0.302, 0.2191, 0.1143, 0.1592, 0.121, 0.1626, 0.2077, 0.1558, 0.1551, 0.0941, 0.0504, 0.0236, 0.0569, 0.0231, -0.0416, -0.064, -0.0007, 0.001, 0.0247, 0.0202, 0.0262, -0.0523, 0.0146, 0.0801, 0.0607, 0.0236, 0.0577, 0.124, 0.1254, 0.0955, 0.0438, 0.0032, 0.0032, -0.0418, -0.0432, 0.0078, 0.0173, 0.0029, -0.0031, -0.0173, -0.0098, -0.0069, 0.0056, 0.0041, 0.0154, 0.0574]}
{"unit_id": "thread:1959956821080182889", "ticker_idx": 0, "ts": "2025-08-25T12:31:35+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My bet is on $crwv 5000 shares equivalent", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 5000-share equivalent long position in CRWV, backed by major hyperscaler customer and economic scale.", "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": "self_thread", "lang": "en", "tweet_text": "@DNV99999 No customers. I worry about all these buildouts before landing one. In contrast, wulf had customer during construction.\n\n---\n\n@DNV99999 Not that i recommend wulf but it's more one to one.  Crwv got the major hyperscaler and economic scale. My bet is on $crwv 5000 shares equivalent", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017428021846926267, "ret_signed_m1d": 0.017428021846926267, "alpha_spy_m1d": 0.013007450736264303, "alpha_c_m1d": 0.013007450736264303, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010716582520063911, "ret_signed_p1d": -0.010716582520063911, "alpha_spy_p1d": -0.014903647734197722, "alpha_c_p1d": -0.014903647734197722, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": 0.11539298526786834, "ret_signed_p1w": 0.11539298526786834, "alpha_spy_p1w": 0.11137708727200413, "alpha_c_p1w": 0.11137708727200413, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": 0.41686515783919487, "ret_signed_p1m": 0.41686515783919487, "alpha_spy_p1m": 0.38172131974378853, "alpha_c_p1m": 0.38172131974378853, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.2508118516759108, "ret_signed_p3m": -0.2508118516759108, "alpha_spy_p3m": -0.2692861927301471, "alpha_c_p3m": -0.2692861927301471, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.014938269045758235, "ret_signed_p6m": -0.014938269045758235, "alpha_spy_p6m": -0.08388551957385992, "alpha_c_p6m": -0.08388551957385992, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41686515783919487, "alpha_spy_stated": 0.38172131974378853, "alpha_c_stated": 0.38172131974378853, "price_path": [0.2573, 0.1426, 0.2049, 0.3011, 0.6289, 0.7655, 0.4619, 0.5172, 0.7547, 0.6768, 0.6205, 0.6126, 0.5933, 0.7157, 0.8611, 0.8402, 0.8402, 0.9872, 0.8801, 0.8686, 0.7266, 0.7112, 0.7319, 0.7651, 0.688, 0.6429, 0.7883, 0.7883, 0.7287, 0.6394, 0.6567, 0.497, 0.3622, 0.4329, 0.5219, 0.5484, 0.4312, 0.3317, 0.3521, 0.4047, 0.3645, 0.299, 0.2516, 0.1938, 0.1771, 0.1138, 0.2354, 0.1273, 0.1475, 0.2107, 0.1933, 0.3107, 0.4024, 0.5131, 0.6102, 0.2747, 0.0771, 0.0822, 0.0478, 0.0055, -0.0093, -0.0172, 0.0174, 0.0, -0.0107, 0.0493, 0.1127, 0.1154, 0.1154, 0.0104, -0.0271, -0.053, -0.0356, 0.0127, 0.0849, 0.268, 0.2199, 0.212, 0.3041, 0.2855, 0.3083, 0.314, 0.3516, 0.4422, 0.4169, 0.444, 0.3711, 0.3027, 0.3263, 0.4814, 0.4835, 0.4938, 0.4591, 0.4489, 0.3946, 0.5153, 0.5488, 0.4985, 0.533, 0.4512, 0.5073, 0.5343, 0.4816, 0.3754, 0.3538, 0.3155, 0.3351, 0.4348, 0.4728, 0.4592, 0.5147, 0.4187, 0.4474, 0.3674, 0.253, 0.2386, 0.1575, 0.1259, 0.1432, -0.0432, -0.0752, -0.152, -0.1626, -0.1846, -0.1892, -0.189, -0.2508, -0.2244, -0.2033, -0.2283, -0.1958, -0.1958, -0.2085, -0.1658, -0.177, -0.1409, -0.0718, -0.0442, -0.0665, -0.0186, -0.0457, -0.0541, -0.1493, -0.2168, -0.2477, -0.3013, -0.2674, -0.1015, -0.0817, -0.1312, -0.1462, -0.1462, -0.1728, -0.189, -0.2, -0.2248, -0.2248, -0.1414, -0.168, -0.1563, -0.1645, -0.1655, -0.1325, -0.0265, -0.053, -0.0279, 0.0285, 0.0958, 0.0958, 0.0307, 0.0181, -0.0064, 0.0065, 0.0642, 0.1784, 0.1477, 0.0774, 0.0088, -0.0372, -0.0251, -0.1074, -0.1919, -0.0263, 0.0477, 0.0296, 0.03, 0.0359, 0.0396, 0.0396, -0.0149]}
{"unit_id": "orig:1963246328135213118", "ticker_idx": 0, "ts": "2025-09-03T14:22:54+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$hims in home blood test (acquired from trybe labs) is going to be a game changer", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS on FDA-approved at-home blood test acquisition from Trybe Labs being a game changer.", "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": "$hims in home blood test (acquired from trybe labs) is going to be a game changer. Fda approved. https://t.co/12sobieo5n", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06590194254410287, "ret_signed_m1d": -0.06590194254410287, "alpha_spy_m1d": -0.06051151419246292, "alpha_c_m1d": -0.06051151419246292, "bench_spy_m1d": -0.005390428351639942, "bench_c_m1d": -0.005390428351639942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08209630231759601, "ret_signed_p1d": 0.08209630231759601, "alpha_spy_p1d": 0.07373898143430191, "alpha_c_p1d": 0.07373898143430191, "bench_spy_p1d": 0.008357320883294106, "bench_c_p1d": 0.008357320883294106, "ret_p1w": 0.07467385882119149, "ret_signed_p1w": 0.07467385882119149, "alpha_spy_p1w": 0.06151634375593651, "alpha_c_p1w": 0.06151634375593651, "bench_spy_p1w": 0.013157515065254977, "bench_c_p1w": 0.013157515065254977, "ret_p1m": 0.3016194359773494, "ret_signed_p1m": 0.3016194359773494, "alpha_spy_p1m": 0.25915622399719673, "alpha_c_p1m": 0.25915622399719673, "bench_spy_p1m": 0.04246321198015268, "bench_c_p1m": 0.04246321198015268, "ret_p3m": -0.15632030827833943, "ret_signed_p3m": -0.15632030827833943, "alpha_spy_p3m": -0.21599655855718358, "alpha_c_p3m": -0.21599655855718358, "bench_spy_p3m": 0.059676250278844156, "bench_c_p3m": 0.059676250278844156, "ret_p6m": -0.6491227912121591, "ret_signed_p6m": -0.6491227912121591, "alpha_spy_p6m": -0.7260380589126414, "alpha_c_p6m": -0.7260380589126414, "bench_spy_p6m": 0.07691526770048229, "bench_c_p6m": 0.07691526770048229, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3016194359773494, "alpha_spy_stated": 0.25915622399719673, "alpha_c_stated": 0.25915622399719673, "price_path": [0.267, 0.2789, 0.2427, 0.2946, 0.2854, 0.2479, 0.3446, 0.3324, 0.3736, 0.3736, 0.4444, -0.0558, -0.034, -0.0686, 0.0409, 0.1113, 0.1212, 0.0787, 0.0675, 0.0792, 0.0792, 0.0891, 0.1012, 0.1525, 0.1307, 0.0771, 0.1703, 0.135, 0.1662, 0.1244, 0.1332, 0.0706, 0.1248, 0.305, 0.2892, 0.2967, 0.3198, 0.3556, 0.4739, 0.4885, 0.4069, 0.4249, 0.2488, 0.15, 0.1482, 0.1682, 0.1242, 0.0787, 0.087, 0.0601, 0.0351, 0.0144, -0.0513, -0.0243, -0.0112, 0.0025, -0.0331, 0.02, -0.0101, -0.0076, -0.0475, -0.0475, -0.0659, 0.0, 0.0821, 0.0888, 0.1165, 0.0749, 0.0747, 0.1642, 0.2483, 0.2137, 0.1446, 0.1325, 0.2641, 0.3005, 0.2978, 0.2596, 0.1977, 0.2341, 0.3135, 0.3297, 0.2758, 0.2665, 0.3016, 0.1817, 0.2317, 0.3039, 0.3084, 0.3102, 0.2135, 0.231, 0.215, 0.4116, 0.3304, 0.1197, 0.1552, 0.1102, 0.0675, 0.0906, 0.0972, 0.0848, 0.0598, 0.0488, -0.009, 0.0225, -0.0016, -0.0376, -0.0164, -0.0661, -0.0771, -0.0767, -0.1059, -0.1224, -0.1892, -0.1682, -0.1997, -0.1844, -0.1941, -0.2438, -0.2193, -0.1502, -0.1658, -0.1363, -0.1363, -0.1057, -0.1563, -0.1833, -0.1662, -0.0999, -0.1183, -0.1201, -0.1044, -0.148, -0.1505, -0.1631, -0.1847, -0.1709, -0.2135, -0.2179, -0.2002, -0.2117, -0.2173, -0.2202, -0.2202, -0.2283, -0.233, -0.2569, -0.2697, -0.2697, -0.2485, -0.2193, -0.2024, -0.2024, -0.2382, -0.2872, -0.2726, -0.2758, -0.2955, -0.2976, -0.2942, -0.2942, -0.3147, -0.3502, -0.3135, -0.3338, -0.3189, -0.3324, -0.3552, -0.3282, -0.3907, -0.4053, -0.4256, -0.4512, -0.4719, -0.4822, -0.5652, -0.6122, -0.6246, -0.6446, -0.6334, -0.6334, -0.6341, -0.6437, -0.6442, -0.6484, -0.6511, -0.6523, -0.6442, -0.6491]}
{"unit_id": "quote:1957475012698640773", "ticker_idx": 0, "ts": "2025-08-18T16:09:45+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I wouldn't underestimate $PLTR ground work on integrating enterprise data at each of the firms. PLTR can integrate any of these foundation models into their platform.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Pushes back on Citron's bearish PLTR thesis; bullish on PLTR's enterprise data integration moat and foundation-model agnosticism.", "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": "OpenAI makes it easier to analyze data but they are focused on general purpose. I wouldn't underestimate $PLTR ground work on integrating enterprise data at each of the firms. PLTR can integrate any of these foundation models into their platform.", "reply_text": null, "parent_text": null, "quoted_text": "PALANTIR $PLTR mentioned cautiously by Citron Research with report titled \"OpenAI at $500B Puts Palantir at $40 — And That's Generous.\" https://t.co/rfYbTTHVEN", "parent_author": null, "ret_m1d": 0.018042862791894487, "ret_signed_m1d": 0.018042862791894487, "alpha_spy_m1d": 0.017825102826306338, "alpha_c_m1d": 0.017825102826306338, "bench_spy_m1d": 0.00021775996558814903, "bench_c_m1d": 0.00021775996558814903, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09354708322409977, "ret_signed_p1d": -0.09354708322409977, "alpha_spy_p1d": -0.08812188626644635, "alpha_c_p1d": -0.08812188626644635, "bench_spy_p1d": -0.005425196957653422, "bench_c_p1d": -0.005425196957653422, "ret_p1w": -0.09687985248872666, "ret_signed_p1w": -0.09687985248872666, "alpha_spy_p1w": -0.0955896007102417, "alpha_c_p1w": -0.0955896007102417, "bench_spy_p1w": -0.0012902517784849632, "bench_c_p1w": -0.0012902517784849632, "ret_p1m": -0.021662956380537723, "ret_signed_p1m": -0.021662956380537723, "alpha_spy_p1m": -0.04762291809315555, "alpha_c_p1m": -0.04762291809315555, "bench_spy_p1m": 0.02595996171261783, "bench_c_p1m": 0.02595996171261783, "ret_p3m": -0.010860193086855818, "ret_signed_p3m": -0.010860193086855818, "alpha_spy_p3m": -0.05843239970134839, "alpha_c_p3m": -0.05843239970134839, "bench_spy_p3m": 0.047572206614492574, "bench_c_p3m": 0.047572206614492574, "ret_p6m": -0.19835663112449287, "ret_signed_p6m": -0.19835663112449287, "alpha_spy_p6m": -0.28041741167213896, "alpha_c_p6m": -0.28041741167213896, "bench_spy_p6m": 0.0820607805476461, "bench_c_p6m": 0.0820607805476461, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.021662956380537723, "alpha_spy_stated": -0.04762291809315555, "alpha_c_stated": -0.04762291809315555, "price_path": [-0.3071, -0.2973, -0.2914, -0.2914, -0.291, -0.2889, -0.2971, -0.2428, -0.2413, -0.2348, -0.2529, -0.311, -0.2661, -0.2412, -0.2369, -0.2163, -0.2232, -0.2105, -0.1874, -0.2059, -0.1958, -0.1958, -0.2111, -0.196, -0.177, -0.1789, -0.1711, -0.2488, -0.2167, -0.2491, -0.2408, -0.2279, -0.2279, -0.2006, -0.1972, -0.1776, -0.1812, -0.1835, -0.143, -0.1462, -0.1329, -0.1152, -0.1179, -0.1278, -0.1434, -0.1115, -0.1102, -0.0875, -0.0928, -0.1022, -0.0886, -0.0901, -0.1135, -0.0768, -0.0044, 0.0317, 0.0469, 0.0743, 0.0497, 0.0744, 0.0594, 0.0402, 0.018, 0.0, -0.0935, -0.1035, -0.1026, -0.0879, -0.0969, -0.0756, -0.0995, -0.0914, -0.0995, -0.0995, -0.0973, -0.1099, -0.1028, -0.1202, -0.103, -0.0671, -0.0419, -0.0556, -0.0149, -0.0162, -0.0217, -0.0328, 0.0169, 0.048, 0.0305, 0.049, 0.0318, 0.0292, 0.0203, 0.0278, 0.0482, 0.0627, 0.0748, -0.0055, 0.0316, 0.0468, 0.0548, 0.0657, 0.0081, 0.0183, 0.0328, 0.0321, 0.0235, 0.0237, 0.0434, 0.043, 0.0084, 0.0371, 0.0609, 0.0871, 0.0895, 0.1424, 0.1179, 0.1519, 0.1905, 0.096, 0.0797, 0.0059, 0.0224, 0.1125, 0.0973, 0.0583, -0.0109, -0.0001, -0.016, -0.0385, -0.0495, -0.1051, -0.1102, -0.0677, -0.0602, -0.0475, -0.0475, -0.0321, -0.0376, -0.0192, 0.0118, 0.0224, 0.0444, 0.0429, 0.0449, 0.0798, 0.0776, 0.0548, 0.053, 0.0788, 0.0187, 0.067, 0.1112, 0.1146, 0.1155, 0.1157, 0.1157, 0.0844, 0.0583, 0.0391, 0.0214, 0.0214, -0.0355, 0.0001, 0.0326, 0.044, 0.0163, 0.0199, 0.0309, 0.0283, 0.0251, 0.0175, -0.0176, -0.0176, -0.0316, -0.05, -0.0467, -0.0255, -0.0377, -0.0479, -0.0958, -0.1274, -0.1577, -0.151, -0.0928, -0.1982, -0.2529, -0.2191, -0.1788, -0.1984]}
{"unit_id": "reply:1955314520873635857", "ticker_idx": 0, "ts": "2025-08-12T17:04:44+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there's a lot room to grow. We're like early days of $MSTR. i'm building a new all-in account", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Building a new all-in position in BMNR; sees it in early MSTR-like growth phase with substantial upside.", "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": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ I think there's a lot room to grow. We're like early days of $MSTR. i'm building a new all-in account... but must be cautious.", "reply_text": null, "parent_text": "@DeepValueBagger You know? I sold my native ETH and FOMOed into $BMNR😂. I think it will be a good decision looking when we look back. More upside, but more short term risk. Just gotta ride out the short term noise.", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.0554132025215931, "ret_signed_m1d": -0.0554132025215931, "alpha_spy_m1d": -0.044879269776872066, "alpha_c_m1d": -0.04340412345518885, "bench_spy_m1d": -0.01053393274472103, "bench_c_m1d": -0.012009079066404249, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012972435850231001, "ret_signed_p1d": -0.012972435850231001, "alpha_spy_p1d": -0.01639556790756025, "alpha_c_p1d": -0.018691048445888647, "bench_spy_p1d": 0.003423132057329248, "bench_c_p1d": 0.005718612595657646, "ret_p1w": -0.20275467329199526, "ret_signed_p1w": -0.20275467329199526, "alpha_spy_p1w": -0.19827329892319823, "alpha_c_p1w": -0.205423275479233, "bench_spy_p1w": -0.004481374368797031, "bench_c_p1w": 0.0026686021872377452, "ret_p1m": -0.2696989299026826, "ret_signed_p1m": -0.2696989299026826, "alpha_spy_p1m": -0.2845116336882634, "alpha_c_p1m": -0.28304245775223946, "bench_spy_p1m": 0.01481270378558075, "bench_c_p1m": 0.013343527849556835, "ret_p3m": -0.3557014360955947, "ret_signed_p3m": -0.3557014360955947, "alpha_spy_p3m": -0.40259824926047083, "alpha_c_p3m": -0.36511332086438053, "bench_spy_p3m": 0.04689681316487615, "bench_c_p3m": 0.00941188476878585, "ret_p6m": -0.6747924110205266, "ret_signed_p6m": -0.6747924110205266, "alpha_spy_p6m": -0.7486003232854119, "alpha_c_p6m": -0.7103784995821125, "bench_spy_p6m": 0.07380791226488537, "bench_c_p6m": 0.03558608856158596, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2696989299026826, "alpha_spy_stated": -0.2845116336882634, "alpha_c_stated": -0.28304245775223946, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.8759, -0.8792, -0.8897, -0.8919, -0.8991, -0.9102, -0.9206, -0.9239, -0.9228, -0.9247, -0.9247, -0.9262, -0.9295, -0.9292, -0.93, -0.9292, -0.9317, -0.4571, -0.2633, -0.0631, 1.1621, 1.1621, 0.7213, 0.7857, 0.0685, -0.2631, -0.3495, -0.343, -0.36, -0.2825, -0.329, -0.3217, -0.3663, -0.3541, -0.3674, -0.3314, -0.3626, -0.4377, -0.4875, -0.4491, -0.4452, -0.4926, -0.5014, -0.4667, -0.3839, -0.3389, -0.1763, -0.0554, 0.0, -0.013, -0.0319, -0.0742, -0.1212, -0.2028, -0.1662, -0.2356, -0.1433, -0.2056, -0.2, -0.2628, -0.2702, -0.3014, -0.3014, -0.3195, -0.2816, -0.3243, -0.3267, -0.2987, -0.2857, -0.2697, -0.2346, -0.1177, -0.1494, -0.1043, -0.086, -0.0397, -0.0184, -0.1176, -0.1273, -0.1685, -0.2061, -0.1912, -0.1477, -0.1683, -0.1614, -0.0951, -0.0927, 0.0125, -0.0519, -0.0391, -0.0535, -0.1597, -0.0895, -0.1525, -0.1384, -0.1819, -0.2016, -0.1384, -0.1696, -0.2308, -0.2122, -0.1927, -0.1398, -0.1586, -0.2031, -0.2865, -0.2529, -0.3136, -0.368, -0.3366, -0.4015, -0.3557, -0.341, -0.366, -0.3503, -0.4143, -0.4491, -0.5043, -0.483, -0.5327, -0.5833, -0.5836, -0.5019, -0.537, -0.4917, -0.4917, -0.4696, -0.5365, -0.4889, -0.4609, -0.4183, -0.4545, -0.4258, -0.3719, -0.3528, -0.3851, -0.4415, -0.5042, -0.4971, -0.5303, -0.5445, -0.4976, -0.5019, -0.5229, -0.5298, -0.5298, -0.5465, -0.5428, -0.5559, -0.5651, -0.5651, -0.5003, -0.4657, -0.4821, -0.5136, -0.4989, -0.5184, -0.5013, -0.4999, -0.4768, -0.5055, -0.5008, -0.5008, -0.5476, -0.5298, -0.537, -0.5386, -0.5546, -0.5301, -0.5253, -0.5723, -0.5979, -0.6347, -0.642, -0.6748]}
{"unit_id": "quote:1970296481270636678", "ticker_idx": 0, "ts": "2025-09-23T01:17:42+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 mo' money flo' for AI Datacenter $IREN $NBIS $CRWV", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on AI datacenter plays IREN, NBIS, and CRWV on NVIDIA's $100B OpenAI investment and 10GW compute capacity news.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like mo' money flo' for AI Datacenter \n$IREN $NBIS $CRWV", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA\n\nBREAKING: NVIDIA IS INVESTING $100B INTO OPENAI &amp; PROVIDING 10GW OF COMPUTING CAPACITY. \n\nJensen: “This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT.”\n\nOh. My. Goodness. https://t.co/0SduLgKQbX", "parent_author": null, "ret_m1d": 0.003112307079016885, "ret_signed_m1d": 0.003112307079016885, "alpha_spy_m1d": -0.0023608643316588296, "alpha_c_m1d": -0.0013520456483731014, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.004464352727389986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12856114132233998, "ret_signed_p1d": 0.12856114132233998, "alpha_spy_p1d": 0.1317428983455613, "alpha_c_p1d": 0.1313512360873086, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.002790094764968609, "ret_p1w": 0.12353363157440511, "ret_signed_p1w": 0.12353363157440511, "alpha_spy_p1w": 0.11905556536706063, "alpha_c_p1w": 0.12148740407024894, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.002046227504156173, "ret_p1m": 0.2408427403170208, "ret_signed_p1m": 0.2408427403170208, "alpha_spy_p1m": 0.23392200818534836, "alpha_c_p1m": 0.2655821982412613, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.024739457924240482, "ret_p3m": -0.04429021471256667, "ret_signed_p3m": -0.04429021471256667, "alpha_spy_p3m": -0.07352834309078837, "alpha_c_p3m": -0.06437958651784992, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.02008937180528325, "ret_p6m": 0.010533842994660647, "ret_signed_p6m": 0.010533842994660647, "alpha_spy_p6m": 0.010270962256033522, "alpha_c_p6m": 0.09644975748059392, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.08591591448593328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2408427403170208, "alpha_spy_stated": 0.23392200818534836, "alpha_c_stated": 0.2655821982412613, "price_path": [-0.6861, -0.6648, -0.6512, -0.6354, -0.6251, -0.5973, -0.5973, -0.5942, -0.5956, -0.594, -0.5923, -0.6114, -0.5863, -0.5959, -0.5856, -0.5679, -0.5705, -0.5655, -0.5549, -0.5454, -0.5657, -0.5758, -0.6031, -0.622, -0.6136, -0.6143, -0.6313, -0.6055, -0.6062, -0.5614, -0.5554, -0.5583, -0.5698, -0.5731, -0.5755, -0.5432, -0.5286, -0.5043, -0.5516, -0.5269, -0.531, -0.487, -0.4465, -0.4496, -0.4648, -0.4484, -0.3661, -0.3661, -0.3031, -0.3246, -0.3744, -0.374, -0.373, -0.2772, -0.1949, -0.2136, -0.187, -0.1108, -0.1274, -0.0927, -0.1305, -0.0749, 0.0031, 0.0, 0.1286, 0.1082, 0.0022, 0.0996, 0.1235, 0.1271, 0.1257, 0.208, 0.3826, 0.4767, 0.4386, 0.5286, 0.4309, 0.5356, 0.6653, 0.6275, 0.4802, 0.4537, 0.4178, 0.3214, 0.2408, 0.3373, 0.5059, 0.5559, 0.4944, 0.4465, 0.3938, 0.4544, 0.622, 0.5952, 0.8293, 0.6031, 0.4934, 0.4405, 0.3737, 0.3335, 0.1647, 0.1101, 0.135, 0.1695, 0.0972, 0.0407, 0.0117, 0.1609, 0.1365, 0.1599, 0.1599, 0.1446, 0.1609, -0.0156, 0.0524, 0.112, 0.0704, 0.1094, 0.1214, 0.0515, 0.052, -0.0393, -0.1506, -0.124, -0.1913, -0.1429, -0.0443, 0.0065, 0.0072, 0.005, 0.005, -0.0352, -0.0565, -0.0831, -0.0958, -0.0958, 0.0223, 0.1549, 0.0991, 0.0444, 0.0936, 0.102, 0.2049, 0.2686, 0.266, 0.2423, 0.3842, 0.3842, 0.299, 0.2803, 0.2511, 0.357, 0.2535, 0.4362, 0.5068, 0.4326, 0.2866, 0.2708, 0.3021, 0.0759, -0.0474, 0.0014, 0.1049, 0.0278, 0.0215, -0.0417, 0.0108, 0.0108, -0.0192, 0.0074, 0.0364, -0.0429, 0.0141, 0.0881, 0.0541, 0.0591, -0.0196, -0.0091, -0.0699, 0.0496, -0.0394, -0.1214, -0.0701, -0.0874, 0.005, -0.0096, -0.0045, 0.0759, 0.0285, 0.0105]}
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{"unit_id": "quote:1970296481270636678", "ticker_idx": 2, "ts": "2025-09-23T01:17:42+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like mo' money flo' for AI Datacenter $IREN $NBIS $CRWV", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on AI datacenter plays IREN, NBIS, and CRWV on NVIDIA's $100B OpenAI investment and 10GW compute capacity news.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like mo' money flo' for AI Datacenter \n$IREN $NBIS $CRWV", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA\n\nBREAKING: NVIDIA IS INVESTING $100B INTO OPENAI &amp; PROVIDING 10GW OF COMPUTING CAPACITY. \n\nJensen: “This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT.”\n\nOh. My. Goodness. https://t.co/0SduLgKQbX", "parent_author": null, "ret_m1d": 0.017877579255880738, "ret_signed_m1d": 0.017877579255880738, "alpha_spy_m1d": 0.012404407845205023, "alpha_c_m1d": 0.012404407845205023, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.0054731714106757146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01917636579219395, "ret_signed_p1d": 0.01917636579219395, "alpha_spy_p1d": 0.02235812281541527, "alpha_c_p1d": 0.02235812281541527, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.003181757023221321, "ret_p1w": 0.04553446972006436, "ret_signed_p1w": 0.04553446972006436, "alpha_spy_p1w": 0.041056403512719886, "alpha_c_p1w": 0.041056403512719886, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": -0.07151043360071863, "ret_signed_p1m": -0.07151043360071863, "alpha_spy_p1m": -0.07843116573239106, "alpha_c_p1m": -0.07843116573239106, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": -0.3658797433949401, "ret_signed_p3m": -0.3658797433949401, "alpha_spy_p3m": -0.3951178717731618, "alpha_c_p3m": -0.3951178717731618, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.36725494628297695, "ret_signed_p6m": -0.36725494628297695, "alpha_spy_p6m": -0.36751782702160407, "alpha_c_p6m": -0.36751782702160407, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": 0.0002628807386271248, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07151043360071863, "alpha_spy_stated": -0.07843116573239106, "alpha_c_stated": -0.07843116573239106, "price_path": [0.2077, 0.2223, 0.2458, 0.1914, 0.1595, 0.2621, 0.2621, 0.2201, 0.1571, 0.1693, 0.0565, -0.0386, 0.0113, 0.0741, 0.0928, 0.0101, -0.0601, -0.0457, -0.0086, -0.037, -0.0832, -0.1167, -0.1575, -0.1692, -0.2139, -0.128, -0.2044, -0.1901, -0.1455, -0.1578, -0.0749, -0.0102, 0.0679, 0.1365, -0.1003, -0.2398, -0.2362, -0.2604, -0.2903, -0.3008, -0.3064, -0.2819, -0.2942, -0.3018, -0.2595, -0.2147, -0.2128, -0.2128, -0.2869, -0.3133, -0.3317, -0.3194, -0.2853, -0.2343, -0.1051, -0.139, -0.1446, -0.0796, -0.0927, -0.0766, -0.0726, -0.0461, 0.0179, 0.0, 0.0192, -0.0323, -0.0806, -0.0639, 0.0455, 0.0471, 0.0543, 0.0298, 0.0226, -0.0157, 0.0694, 0.0931, 0.0576, 0.082, 0.0242, 0.0638, 0.0829, 0.0457, -0.0293, -0.0445, -0.0715, -0.0577, 0.0127, 0.0395, 0.0299, 0.0691, 0.0013, 0.0215, -0.0349, -0.1157, -0.1258, -0.1831, -0.2054, -0.1931, -0.3247, -0.3473, -0.4015, -0.409, -0.4245, -0.4278, -0.4276, -0.4712, -0.4526, -0.4377, -0.4553, -0.4324, -0.4324, -0.4414, -0.4113, -0.4191, -0.3937, -0.3449, -0.3254, -0.3411, -0.3074, -0.3265, -0.3324, -0.3996, -0.4472, -0.469, -0.5068, -0.4829, -0.3659, -0.3519, -0.3868, -0.3974, -0.3974, -0.4162, -0.4276, -0.4354, -0.4529, -0.4529, -0.394, -0.4128, -0.4045, -0.4103, -0.411, -0.3877, -0.3129, -0.3317, -0.3139, -0.2741, -0.2266, -0.2266, -0.2725, -0.2815, -0.2987, -0.2896, -0.2489, -0.1683, -0.19, -0.2396, -0.288, -0.3205, -0.3119, -0.37, -0.4297, -0.3128, -0.2605, -0.2734, -0.2731, -0.2689, -0.2663, -0.2663, -0.3048, -0.2708, -0.2579, -0.3181, -0.306, -0.2413, -0.2512, -0.2541, -0.3922, -0.4037, -0.4363, -0.3926, -0.4284, -0.4424, -0.4315, -0.4276, -0.3738, -0.3899, -0.3803, -0.344, -0.3726, -0.3673]}
{"unit_id": "thread:1965046881542979769", "ticker_idx": 0, "ts": "2025-09-08T13:37:40+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My target position is 10,000 shares of $iren", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated IREN long; targeting 10,000 shares via shares and likely CSP assignment.", "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": "self_thread", "lang": "en", "tweet_text": "Initiated $iren position with 1000 shares. Suboptimal timing, nfa. 10 csp likely will be assigned. https://t.co/gEg3nGSxNH\n\n---\n\nMy target position is 10,000 shares of $iren", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0015273354223619418, "ret_signed_m1d": -0.0015273354223619418, "alpha_spy_m1d": 0.0009232223280061236, "alpha_c_m1d": -0.0007740737379982043, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15273004652284672, "ret_signed_p1d": 0.15273004652284672, "alpha_spy_p1d": 0.15041816190269564, "alpha_c_p1d": 0.14839939360098708, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": 0.41809845865987616, "ret_signed_p1w": 0.41809845865987616, "alpha_spy_p1w": 0.3994803069178021, "alpha_c_p1w": 0.4073660661243952, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 1.355097329034674, "ret_signed_p1m": 1.355097329034674, "alpha_spy_p1m": 1.320966523749915, "alpha_c_p1m": 1.3393374782252732, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.7735776943775019, "ret_signed_p3m": 0.7735776943775019, "alpha_spy_p3m": 0.7158468718584694, "alpha_c_p3m": 0.7598957867136569, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": 0.4833905185912595, "ret_signed_p6m": 0.4833905185912595, "alpha_spy_p6m": 0.4288274925571389, "alpha_c_p6m": 0.512610025844184, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.355097329034674, "alpha_spy_stated": 1.320966523749915, "alpha_c_stated": 1.3393374782252732, "price_path": [-0.6067, -0.6117, -0.6247, -0.6029, -0.627, -0.6258, -0.6258, -0.6002, -0.593, -0.5594, -0.5468, -0.4994, -0.4654, -0.4437, -0.4185, -0.4021, -0.3578, -0.3578, -0.3528, -0.3551, -0.3524, -0.3498, -0.3803, -0.3402, -0.3555, -0.3391, -0.3108, -0.315, -0.307, -0.2902, -0.2749, -0.3074, -0.3234, -0.3669, -0.3971, -0.3837, -0.3849, -0.412, -0.3708, -0.3719, -0.3005, -0.291, -0.2955, -0.3139, -0.3192, -0.323, -0.2715, -0.2482, -0.2094, -0.2848, -0.2455, -0.252, -0.1817, -0.1172, -0.1222, -0.1464, -0.1203, 0.0111, 0.0111, 0.1115, 0.0771, -0.0023, -0.0015, 0.0, 0.1527, 0.2841, 0.2543, 0.2967, 0.4181, 0.3918, 0.4471, 0.3868, 0.4754, 0.5998, 0.5949, 0.7999, 0.7675, 0.5983, 0.7537, 0.7919, 0.7976, 0.7953, 0.9267, 1.205, 1.3551, 1.2944, 1.438, 1.2822, 1.449, 1.656, 1.5956, 1.3608, 1.3184, 1.2612, 1.1075, 0.979, 1.1329, 1.4017, 1.4815, 1.3834, 1.307, 1.223, 1.3196, 1.5869, 1.5441, 1.9175, 1.5567, 1.3818, 1.2974, 1.1909, 1.1268, 0.8576, 0.7705, 0.8102, 0.8652, 0.7499, 0.6598, 0.6136, 0.8515, 0.8125, 0.8499, 0.8499, 0.8255, 0.8515, 0.5701, 0.6785, 0.7736, 0.7071, 0.7694, 0.7885, 0.677, 0.6777, 0.5323, 0.3547, 0.3971, 0.2898, 0.3669, 0.5242, 0.6052, 0.6063, 0.6029, 0.6029, 0.5388, 0.5048, 0.4624, 0.4422, 0.4422, 0.6304, 0.8419, 0.753, 0.6657, 0.7442, 0.7575, 0.9217, 1.0233, 1.0191, 0.9813, 1.2077, 1.2077, 1.0718, 1.042, 0.9954, 1.1642, 0.9992, 1.2906, 1.4032, 1.2848, 1.0519, 1.0267, 1.0767, 0.7159, 0.5193, 0.5972, 0.7621, 0.6392, 0.6292, 0.5284, 0.6121, 0.6121, 0.5643, 0.6067, 0.6529, 0.5265, 0.6174, 0.7354, 0.6812, 0.6892, 0.5636, 0.5804, 0.4834]}
{"unit_id": "quote:1945867110544031772", "ticker_idx": 0, "ts": "2025-07-17T15:24:06+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Target price $100 EOY 2025. $rklb", "tweet_type": "prediction", "timeline": "months", "summary": "Long RKLB with $100 price target by end of 2025.", "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": "Throwback my original thesis from Jan.  Target price $100 EOY 2025. $rklb https://t.co/X0nL4dqG35", "reply_text": null, "parent_text": null, "quoted_text": "As promised, Here is the full thesis on Rocket Labs $RKLB.\n\nI am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. \n\nRead &amp; discuss on this thread.\n\nLink: https://t.co/qnV9TcOI27", "parent_author": null, "ret_m1d": -0.07091375559124757, "ret_signed_m1d": -0.07091375559124757, "alpha_spy_m1d": -0.06483133989521328, "alpha_c_m1d": -0.06175696789939722, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.009156787691850354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011688594672414343, "ret_signed_p1d": 0.0011688594672414343, "alpha_spy_p1d": 0.0019011940689852569, "alpha_c_p1d": 0.0034085745495813224, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.002239715082339888, "ret_p1w": -0.06234172314023667, "ret_signed_p1w": -0.06234172314023667, "alpha_spy_p1w": -0.07250037238232487, "alpha_c_p1w": -0.07334308389085387, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.011001360750617195, "ret_p1m": -0.13754142063988217, "ret_signed_p1m": -0.13754142063988217, "alpha_spy_p1m": -0.16206229812078488, "alpha_c_p1m": -0.12858235668154872, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": -0.008959063958333457, "ret_p3m": 0.3253457306159431, "ret_signed_p3m": 0.3253457306159431, "alpha_spy_p3m": 0.26798309027310085, "alpha_c_p3m": 0.31168894623306365, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.013656784382879428, "ret_p6m": 0.6530293288005844, "ret_signed_p6m": 0.6530293288005844, "alpha_spy_p6m": 0.5415541083976421, "alpha_c_p6m": 0.5782210327525645, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.07480829604801986, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13754142063988217, "alpha_spy_stated": -0.16206229812078488, "alpha_c_stated": -0.12858235668154872, "price_path": [-0.6367, -0.6291, -0.6047, -0.5737, -0.564, -0.5583, -0.5636, -0.5755, -0.5691, -0.5521, -0.562, -0.5642, -0.5658, -0.55, -0.6004, -0.5858, -0.5747, -0.5299, -0.5087, -0.5019, -0.4974, -0.4935, -0.5096, -0.497, -0.5048, -0.5048, -0.4397, -0.4364, -0.4672, -0.4781, -0.4818, -0.4794, -0.4757, -0.4847, -0.4366, -0.4226, -0.4707, -0.467, -0.4857, -0.505, -0.4828, -0.4853, -0.4574, -0.4574, -0.4148, -0.3614, -0.3481, -0.3698, -0.2959, -0.3107, -0.3031, -0.3312, -0.3049, -0.3053, -0.3053, -0.2425, -0.2453, -0.2375, -0.2383, -0.2396, -0.1582, -0.1311, -0.0709, 0.0, 0.0012, -0.0807, -0.0867, -0.0425, -0.0623, -0.076, -0.1212, -0.1469, -0.0953, -0.1054, -0.127, -0.1323, -0.1282, -0.1409, -0.1387, -0.1294, -0.1229, -0.1539, -0.1623, -0.166, -0.1375, -0.1239, -0.2028, -0.2073, -0.1909, -0.1354, -0.0801, -0.0623, -0.099, -0.0666, -0.0532, -0.0532, -0.0394, -0.152, -0.1625, -0.107, -0.0701, -0.0838, -0.1005, -0.0565, 0.0392, 0.0528, -0.0796, -0.0633, -0.0808, -0.069, -0.0296, 0.0308, -0.0514, -0.0916, -0.0988, -0.0842, -0.0666, -0.0655, 0.0222, 0.0941, 0.1397, 0.1983, 0.2724, 0.294, 0.2519, 0.2745, 0.3253, 0.3495, 0.3053, 0.2911, 0.3121, 0.2741, 0.1799, 0.2385, 0.2577, 0.2784, 0.242, 0.2889, 0.1868, 0.227, 0.195, 0.1021, 0.0992, -0.0335, 0.006, 0.0111, -0.0018, -0.0265, -0.1184, -0.1128, -0.1562, -0.1666, -0.1502, -0.2309, -0.2149, -0.173, -0.1701, -0.1831, -0.1831, -0.179, -0.2135, -0.1837, -0.1288, -0.0382, -0.0443, 0.0045, 0.0409, 0.1206, 0.2377, 0.1979, 0.0795, 0.081, 0.0512, 0.1673, 0.3739, 0.5108, 0.5036, 0.5036, 0.5036, 0.3764, 0.3661, 0.3725, 0.359, 0.359, 0.4804, 0.5223, 0.676, 0.638, 0.6185, 0.653]}
{"unit_id": "reply:1948109409114050649", "ticker_idx": 0, "ts": "2025-07-23T19:54:11+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish on TSLA into July/earnings call.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ArkadiBaudelair Bullish", "reply_text": null, "parent_text": "$TSLA hasn’t had a red July since 2018.\n\nWe all know the numbers likely won’t be good, so all eyes on the earnings call. https://t.co/YnBmJwYoua", "quoted_text": null, "parent_author": "ArkadiBaudelair", "ret_m1d": -0.001353175999323164, "ret_signed_m1d": -0.001353175999323164, "alpha_spy_m1d": 0.007082533751309961, "alpha_c_m1d": 0.0033697830374814775, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.0047229590368046415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08197020076301287, "ret_signed_p1d": -0.08197020076301287, "alpha_spy_p1d": -0.08230123041410342, "alpha_c_p1d": -0.06541764862953958, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.016552552133473286, "ret_p1w": -0.04065428528062753, "ret_signed_p1w": -0.04065428528062753, "alpha_spy_p1w": -0.0410483681985927, "alpha_c_p1w": -0.025867327847872268, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.014786957432755266, "ret_p1m": -0.03743689048120613, "ret_signed_p1m": -0.03743689048120613, "alpha_spy_p1m": -0.03954966144361993, "alpha_c_p1m": -0.03602445544632826, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": -0.001412435034877868, "ret_p3m": 0.345411342195324, "ret_signed_p3m": 0.345411342195324, "alpha_spy_p3m": 0.28399463843134565, "alpha_c_p3m": 0.3006231894633731, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.044788152731950914, "ret_p6m": 0.31876957705037, "ret_signed_p6m": 0.31876957705037, "alpha_spy_p6m": 0.22100967085183498, "alpha_c_p6m": 0.23150391186025865, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.08726566519011136, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03743689048120613, "alpha_spy_stated": -0.03954966144361993, "alpha_c_stated": -0.03602445544632826, "price_path": [-0.1432, -0.1404, -0.1219, -0.1516, -0.1565, -0.1364, -0.1573, -0.172, -0.1694, -0.1436, -0.1031, -0.0426, 0.0045, 0.0455, 0.0309, 0.0524, 0.0287, 0.0339, 0.0062, 0.0255, 0.0204, 0.0204, 0.0912, 0.0732, 0.0778, 0.0418, 0.0305, 0.0352, -0.0015, -0.1439, -0.1125, -0.0721, -0.0195, -0.0184, -0.0404, -0.0218, -0.0103, -0.0487, -0.0316, -0.0316, -0.0313, 0.0485, 0.0238, -0.0151, -0.0204, -0.0269, -0.0448, -0.0958, -0.0508, -0.0518, -0.0518, -0.1161, -0.1045, -0.1103, -0.0682, -0.0573, -0.0471, -0.0655, -0.0327, -0.0395, -0.0088, -0.0122, -0.0014, 0.0, -0.082, -0.0496, -0.021, -0.0342, -0.0407, -0.073, -0.09, -0.0701, -0.0717, -0.038, -0.0309, -0.0088, 0.0195, 0.0249, 0.0205, 0.0091, -0.006, 0.0078, -0.0098, -0.026, -0.0374, 0.0224, 0.0422, 0.0575, 0.0512, 0.0404, 0.0039, 0.0039, -0.0096, 0.0046, 0.018, 0.055, 0.0416, 0.0433, 0.0458, 0.109, 0.1906, 0.233, 0.2678, 0.2806, 0.2535, 0.2812, 0.3057, 0.2805, 0.3315, 0.2731, 0.3243, 0.3327, 0.3373, 0.3816, 0.311, 0.2925, 0.3629, 0.3023, 0.3191, 0.3097, 0.2434, 0.3107, 0.2907, 0.3085, 0.2892, 0.321, 0.3454, 0.3309, 0.32, 0.3501, 0.3042, 0.3604, 0.3849, 0.3877, 0.3234, 0.3729, 0.4084, 0.3359, 0.3894, 0.3408, 0.2916, 0.3388, 0.3219, 0.2948, 0.2088, 0.2159, 0.2296, 0.2065, 0.2148, 0.1884, 0.176, 0.2563, 0.2611, 0.2827, 0.2827, 0.2935, 0.2934, 0.2907, 0.3433, 0.3668, 0.3682, 0.3218, 0.3386, 0.3575, 0.3438, 0.3801, 0.4292, 0.4731, 0.405, 0.4535, 0.447, 0.4696, 0.4601, 0.4596, 0.4596, 0.4289, 0.3821, 0.3665, 0.3523, 0.3523, 0.3173, 0.3582, 0.3019, 0.2972, 0.3104, 0.3381, 0.35, 0.3447, 0.3207, 0.3188]}
{"unit_id": "quote:1946637306858758639", "ticker_idx": 0, "ts": "2025-07-19T18:24:35+00:00", "symbol": "UBER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Uber's multi-prong approach to the threat of AV is really interesting. This could be an interest play until $TSLA fully scales.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish UBER as AV multi-partner play capturing TAM at low cost; TSLA must accelerate AV or risk falling behind in 2026.", "resolved_tickers": ["UBER"], "resolution_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": "Uber's multi-prong approach to the threat of AV is really interesting. Their partners eat up the cost, and resource to develop AV while they potentially capture % of the TAM. This scales out by multiple cities and countries. This could be an interest play until $TSLA fully scales.\n\n$TLA has no choice to but to accelerate AV in 2026 or they will fall behind to market adoption. This is also good for overall state of regulatory as many companies are seeking permissions.\n\n$TSLA $UBER", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger @AlvaroMysterio Waymo, AVRide ($NBIS), $WRD, and about a dozen other companies partnering.\n\nI do think $AMZN could eventually disrupt everything as well.  Zoox plus 1 million robots in warehouses.   Lots of crazy coming in 3-5 years.", "parent_author": null, "ret_m1d": -0.006252822524355328, "ret_signed_m1d": -0.006252822524355328, "alpha_spy_m1d": -0.004360267587950162, "alpha_c_m1d": -0.004360267587950162, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006910895437796327, "ret_signed_p1d": 0.006910895437796327, "alpha_spy_p1d": 0.006767699998693644, "alpha_c_p1d": 0.006767699998693644, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": -0.00614310185927569, "ret_signed_p1w": -0.00614310185927569, "alpha_spy_p1w": -0.01913678751947434, "alpha_c_p1w": -0.01913678751947434, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.04563400466869383, "ret_signed_p1m": 0.04563400466869383, "alpha_spy_p1m": 0.028076025728532406, "alpha_c_p1m": 0.028076025728532406, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.014918746449352316, "ret_signed_p3m": 0.014918746449352316, "alpha_spy_p3m": -0.038680611752419214, "alpha_c_p3m": -0.038680611752419214, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.06307590795314966, "ret_signed_p6m": -0.06307590795314966, "alpha_spy_p6m": -0.1727807899067163, "alpha_c_p6m": -0.1727807899067163, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04563400466869383, "alpha_spy_stated": 0.028076025728532406, "alpha_c_stated": 0.028076025728532406, "price_path": [-0.1908, -0.1433, -0.1471, -0.1407, -0.1288, -0.1113, -0.1127, -0.0755, -0.0629, -0.0585, -0.0824, -0.0972, -0.0916, -0.0336, 0.0061, -0.0082, -0.011, 0.0069, 0.0143, 0.0078, -0.0273, -0.0347, -0.0374, -0.0374, -0.0237, -0.0318, -0.0753, -0.0768, -0.0825, -0.0947, -0.0846, -0.0712, -0.061, -0.0443, -0.0523, -0.0502, -0.0608, -0.0793, -0.0663, -0.0702, -0.0847, -0.0847, -0.081, -0.0649, 0.0054, -0.0029, 0.0215, 0.0041, 0.0235, 0.0106, 0.0098, 0.0271, 0.0271, 0.0606, 0.0693, 0.0601, 0.0575, 0.0464, 0.0299, 0.0115, -0.0045, -0.0072, -0.0063, 0.0, 0.0069, -0.0134, -0.0032, 0.0014, -0.0061, -0.0444, -0.0386, -0.0374, -0.0466, -0.0299, -0.0194, -0.0213, 0.0166, -0.0176, -0.0064, 0.0063, -0.0036, 0.0026, 0.0158, 0.0309, 0.0456, 0.0282, 0.0337, 0.0618, 0.0439, 0.0589, 0.0457, 0.0527, 0.0284, 0.0284, 0.0181, 0.0195, 0.009, -0.0019, 0.0351, 0.0471, 0.0335, 0.0386, 0.0519, 0.0844, 0.0732, 0.0196, 0.0388, 0.0806, 0.0903, 0.0728, 0.0726, 0.0706, 0.08, 0.0923, 0.0747, 0.0598, 0.0598, 0.0597, 0.0981, 0.0728, 0.0891, 0.0531, 0.0246, 0.032, 0.0339, 0.0369, 0.0149, 0.0125, 0.0279, 0.0205, 0.0115, 0.0378, 0.0319, 0.0577, 0.0468, 0.0505, 0.0585, 0.0586, 0.0939, 0.0385, 0.0174, 0.0105, 0.0091, 0.0323, 0.0268, 0.0264, 0.0068, 0.005, 0.0104, -0.0033, -0.0179, -0.0856, -0.08, -0.0819, -0.0819, -0.0603, -0.0603, -0.0397, -0.0504, -0.0394, -0.0053, -0.0019, 0.0018, 0.0155, -0.0229, -0.0768, -0.0627, -0.0664, -0.102, -0.1123, -0.1319, -0.1258, -0.13, -0.1086, -0.1118, -0.1098, -0.1098, -0.1086, -0.106, -0.0992, -0.1037, -0.1037, -0.091, -0.1143, -0.0616, -0.0545, -0.0392, -0.0627, -0.0712, -0.0631]}
{"unit_id": "quote:1946637306858758639", "ticker_idx": 1, "ts": "2025-07-19T18:24:35+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TLA has no choice to but to accelerate AV in 2026 or they will fall behind to market adoption", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish UBER as AV multi-partner play capturing TAM at low cost; TSLA must accelerate AV or risk falling behind in 2026.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Uber's multi-prong approach to the threat of AV is really interesting. 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{"unit_id": "reply:1946629359848091935", "ticker_idx": 0, "ts": "2025-07-19T17:53:00+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 benefits as a decentralized blockchain without a centralized power/influence", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BTC as decentralized asset benefiting from potential large-scale capital scare event.", "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": "@jrouldz This could be largest capital scare in history if confirmed. Bitcoin benefits as a decentralized blockchain without a centralized power/influence.", "reply_text": null, "parent_text": "One day before $BTC launch 🤔 https://t.co/hBDudTsfIU", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": 0.004799810221496337, "ret_signed_m1d": 0.004799810221496337, "alpha_spy_m1d": 0.006692365157901503, "alpha_c_m1d": 0.006692365157901503, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02176332622218302, "ret_signed_p1d": 0.02176332622218302, "alpha_spy_p1d": 0.021620130783080338, "alpha_c_p1d": 0.021620130783080338, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.004129252412528039, "ret_signed_p1w": 0.004129252412528039, "alpha_spy_p1w": -0.008864433247670611, "alpha_c_p1w": -0.008864433247670611, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": -0.03924027130715735, "ret_signed_p1m": -0.03924027130715735, "alpha_spy_p1m": -0.05679825024731877, "alpha_c_p1m": -0.05679825024731877, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": -0.07879373568620185, "ret_signed_p3m": -0.07879373568620185, "alpha_spy_p3m": -0.13239309388797338, "alpha_c_p3m": -0.13239309388797338, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.18833314562593084, "ret_signed_p6m": -0.18833314562593084, "alpha_spy_p6m": -0.2980380275794975, "alpha_c_p6m": -0.2980380275794975, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03924027130715735, "alpha_spy_stated": -0.05679825024731877, "alpha_c_stated": -0.05679825024731877, "price_path": [-0.2022, -0.2001, -0.1935, -0.1913, -0.1972, -0.1978, -0.1784, -0.1748, -0.1932, -0.1757, -0.1738, -0.1209, -0.1232, -0.1245, -0.113, -0.1184, -0.1166, -0.1188, -0.1008, -0.0907, -0.0661, -0.0491, -0.0864, -0.0681, -0.0719, -0.0821, -0.1005, -0.1145, -0.0984, -0.1022, -0.1082, -0.1351, -0.1111, -0.0608, -0.0612, -0.0745, -0.098, -0.0966, -0.0906, -0.1093, -0.1069, -0.1086, -0.1203, -0.101, -0.097, -0.0858, -0.0892, -0.0881, -0.0877, -0.1, -0.0731, -0.0663, -0.0801, -0.0778, -0.0723, -0.0521, -0.0124, 0.0007, 0.0205, 0.0029, 0.0111, 0.0158, 0.0048, 0.0, 0.0218, 0.0112, 0.0079, 0.0017, 0.0041, 0.0041, 0.0033, -0.0143, -0.0351, -0.0202, -0.0281, -0.0205, 0.0005, -0.0064, 0.011, 0.0233, 0.0503, 0.0078, -0.0004, -0.0101, -0.0392, -0.0269, -0.0427, -0.0048, -0.0623, -0.048, -0.0529, -0.0417, -0.0769, -0.0697, -0.0531, -0.0487, -0.0572, -0.0578, -0.0457, -0.0503, -0.0297, -0.0165, -0.0114, -0.017, -0.0051, -0.0083, -0.0026, -0.0149, -0.0399, -0.0462, -0.035, -0.0714, -0.0658, -0.0259, -0.0288, 0.0103, 0.0276, 0.0411, 0.0623, 0.0342, 0.0504, 0.0363, -0.036, -0.0185, -0.0368, -0.0567, -0.0788, -0.0934, -0.0583, -0.0763, -0.083, -0.0628, -0.0545, -0.0283, -0.0382, -0.0629, -0.0778, -0.0671, -0.0927, -0.135, -0.1154, -0.1374, -0.1198, -0.0974, -0.123, -0.1343, -0.1511, -0.1962, -0.2158, -0.2085, -0.2212, -0.2623, -0.2755, -0.2484, -0.2563, -0.2292, -0.2227, -0.2258, -0.265, -0.2222, -0.2036, -0.2154, -0.2389, -0.2282, -0.2107, -0.2164, -0.2123, -0.2313, -0.2641, -0.252, -0.2665, -0.2723, -0.2498, -0.2465, -0.2557, -0.254, -0.2572, -0.2566, -0.258, -0.247, -0.2549, -0.2444, -0.2341, -0.2006, -0.2019, -0.2225, -0.2249, -0.2293, -0.2235, -0.1883]}
{"unit_id": "quote:1968325397050994870", "ticker_idx": 0, "ts": "2025-09-17T14:45:19+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My rockets are going up together. 10,000 shares Rocket Lab $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares each of Rocket Lab and Rocket Companies; expects both to go up.", "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 rockets are going up together.\n\n10,000 shares Rocket Lab $rklb\n10,000 shares Rocket Co $rkt https://t.co/Cx6bTGkhIH", "reply_text": null, "parent_text": null, "quoted_text": "Rounded out to my favorite share count of 10,000 for $rkt Rocket Mortgage. I can see good catalysts for the year ahead. https://t.co/0D8wSsqwlU", "parent_author": null, "ret_m1d": -0.01736694815661588, "ret_signed_m1d": -0.01736694815661588, "alpha_spy_m1d": -0.018610950838224394, "alpha_c_m1d": -0.021932305109344075, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": 0.0045653569527281945, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018718833020043624, "ret_signed_p1d": -0.018718833020043624, "alpha_spy_p1d": -0.023391332556397915, "alpha_c_p1d": -0.02937116214459734, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.010652329124553717, "ret_p1w": 0.012687120890671588, "ret_signed_p1w": 0.012687120890671588, "alpha_spy_p1w": 0.0069939924233346495, "alpha_c_p1w": 0.0011812351643836205, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": 0.011505885726287968, "ret_p1m": 0.3935107622380529, "ret_signed_p1m": 0.3935107622380529, "alpha_spy_p1m": 0.3885171512328607, "alpha_c_p1m": 0.38632327776865183, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.007187484469401095, "ret_p3m": 0.15245419586533804, "ret_signed_p3m": 0.15245419586533804, "alpha_spy_p3m": 0.1168990114551407, "alpha_c_p3m": 0.10945711290806259, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.042997082957275445, "ret_p6m": 0.4220049946508553, "ret_signed_p6m": 0.4220049946508553, "alpha_spy_p6m": 0.4057723886178355, "alpha_c_p6m": 0.32043707651702635, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.10156791813382893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3935107622380529, "alpha_spy_stated": 0.3885171512328607, "alpha_c_stated": 0.38632327776865183, "price_path": [-0.3752, -0.3182, -0.3041, -0.3272, -0.2483, -0.2641, -0.256, -0.286, -0.2579, -0.2583, -0.2583, -0.1913, -0.1943, -0.1859, -0.1868, -0.1882, -0.1013, -0.0724, -0.0081, 0.0676, 0.0688, -0.0185, -0.025, 0.0223, 0.001, -0.0135, -0.0618, -0.0892, -0.0341, -0.0449, -0.068, -0.0736, -0.0693, -0.0828, -0.0805, -0.0705, -0.0636, -0.0967, -0.1057, -0.1096, -0.0792, -0.0647, -0.1489, -0.1537, -0.1362, -0.077, -0.0179, 0.001, -0.0381, -0.0035, 0.0108, 0.0108, 0.0256, -0.0946, -0.1059, -0.0466, -0.0073, -0.0218, -0.0397, 0.0073, 0.1094, 0.124, -0.0174, 0.0, -0.0187, -0.006, 0.036, 0.1005, 0.0127, -0.0302, -0.0379, -0.0223, -0.0035, -0.0023, 0.0913, 0.1681, 0.2167, 0.2793, 0.3584, 0.3814, 0.3365, 0.3606, 0.4149, 0.4407, 0.3935, 0.3783, 0.4008, 0.3602, 0.2597, 0.3222, 0.3428, 0.3648, 0.3259, 0.376, 0.2671, 0.3099, 0.2758, 0.1766, 0.1735, 0.0318, 0.074, 0.0795, 0.0657, 0.0393, -0.0589, -0.0528, -0.0992, -0.1102, -0.0928, -0.1789, -0.1618, -0.1171, -0.114, -0.1279, -0.1279, -0.1235, -0.1604, -0.1285, -0.0699, 0.0268, 0.0203, 0.0724, 0.1113, 0.1963, 0.3213, 0.2789, 0.1525, 0.1541, 0.1223, 0.2463, 0.4667, 0.6129, 0.6052, 0.6052, 0.6052, 0.4694, 0.4584, 0.4653, 0.4509, 0.4509, 0.5805, 0.6252, 0.7893, 0.7488, 0.728, 0.7648, 0.8282, 0.8007, 0.9093, 0.8877, 1.0029, 1.0029, 0.8544, 0.8265, 0.8299, 0.849, 0.6739, 0.8095, 0.8421, 0.782, 0.6653, 0.5422, 0.6903, 0.5206, 0.3794, 0.5042, 0.5774, 0.4981, 0.448, 0.3729, 0.4027, 0.4027, 0.4536, 0.5478, 0.5928, 0.4738, 0.4603, 0.4553, 0.4601, 0.511, 0.4372, 0.4761, 0.4586, 0.4956, 0.4559, 0.4582, 0.4867, 0.4337, 0.4967, 0.422]}
{"unit_id": "quote:1968325397050994870", "ticker_idx": 1, "ts": "2025-09-17T14:45:19+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My rockets are going up together. 10,000 shares Rocket Co $rkt", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares each of Rocket Lab and Rocket Companies; expects both to go up.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "quote", "lang": "en", "tweet_text": "My rockets are going up together.\n\n10,000 shares Rocket Lab $rklb\n10,000 shares Rocket Co $rkt https://t.co/Cx6bTGkhIH", "reply_text": null, "parent_text": null, "quoted_text": "Rounded out to my favorite share count of 10,000 for $rkt Rocket Mortgage. I can see good catalysts for the year ahead. https://t.co/0D8wSsqwlU", "parent_author": null, "ret_m1d": -0.018430973178675814, "ret_signed_m1d": -0.018430973178675814, "alpha_spy_m1d": -0.019674975860284327, "alpha_c_m1d": -0.019674975860284327, "bench_spy_m1d": 0.0012440026816085137, "bench_c_m1d": 0.0012440026816085137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009452012243807983, "ret_signed_p1d": -0.0009452012243807983, "alpha_spy_p1d": -0.005617700760735089, "alpha_c_p1d": -0.005617700760735089, "bench_spy_p1d": 0.004672499536354291, "bench_c_p1d": 0.004672499536354291, "ret_p1w": -0.0741965834662438, "ret_signed_p1w": -0.0741965834662438, "alpha_spy_p1w": -0.07988971193358074, "alpha_c_p1w": -0.07988971193358074, "bench_spy_p1w": 0.005693128467336939, "bench_c_p1w": 0.005693128467336939, "ret_p1m": -0.2178639245555274, "ret_signed_p1m": -0.2178639245555274, "alpha_spy_p1m": -0.22285753556071963, "alpha_c_p1m": -0.22285753556071963, "bench_spy_p1m": 0.0049936110051922444, "bench_c_p1m": 0.0049936110051922444, "ret_p3m": -0.13988653619176028, "ret_signed_p3m": -0.13988653619176028, "alpha_spy_p3m": -0.17544172060195762, "alpha_c_p3m": -0.17544172060195762, "bench_spy_p3m": 0.03555518441019734, "bench_c_p3m": 0.03555518441019734, "ret_p6m": -0.31096408181263746, "ret_signed_p6m": -0.31096408181263746, "alpha_spy_p6m": -0.32719668784565725, "alpha_c_p6m": -0.32719668784565725, "bench_spy_p6m": 0.016232606033019792, "bench_c_p6m": 0.016232606033019792, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2178639245555274, "alpha_spy_stated": -0.22285753556071963, "alpha_c_stated": -0.22285753556071963, "price_path": [-0.3195, -0.3058, -0.2935, -0.3228, -0.3152, -0.328, -0.3299, -0.3157, -0.3114, -0.327, -0.327, -0.3615, -0.3507, -0.3407, -0.3483, -0.3535, -0.3407, -0.371, -0.3573, -0.3488, -0.3388, -0.2892, -0.2439, -0.2339, -0.2977, -0.2911, -0.2892, -0.2817, -0.3072, -0.302, -0.2183, -0.2023, -0.1479, -0.1437, -0.1706, -0.2056, -0.1914, -0.1366, -0.0728, -0.1153, -0.1243, -0.1574, -0.1285, -0.1607, -0.1692, -0.0922, -0.1148, -0.1049, -0.1456, -0.1545, -0.1602, -0.1602, -0.189, -0.155, -0.095, -0.0425, -0.0321, -0.0331, -0.0123, -0.0024, -0.0028, -0.0028, -0.0184, 0.0, -0.0009, -0.0307, -0.0633, -0.0728, -0.0742, -0.0997, -0.078, -0.0482, -0.0841, -0.0742, -0.1319, -0.1588, -0.1994, -0.2306, -0.2335, -0.2316, -0.2254, -0.2221, -0.2004, -0.2094, -0.2179, -0.2127, -0.1905, -0.1947, -0.1805, -0.1678, -0.1555, -0.1418, -0.1725, -0.2325, -0.2467, -0.2127, -0.2018, -0.2079, -0.2297, -0.2623, -0.2363, -0.1928, -0.1564, -0.1526, -0.1895, -0.1942, -0.224, -0.198, -0.207, -0.2358, -0.1758, -0.1437, -0.0709, -0.0671, -0.0671, -0.0558, -0.0402, -0.0666, -0.0685, -0.0836, -0.1007, -0.1111, -0.1026, -0.0907, -0.0851, -0.1158, -0.1399, -0.1389, -0.1418, -0.1186, -0.0983, -0.0912, -0.0983, -0.0808, -0.0808, -0.0827, -0.0846, -0.052, -0.0851, -0.0851, -0.0605, -0.0028, 0.0024, 0.0057, 0.0038, 0.1007, 0.0955, 0.0756, 0.0714, 0.1078, 0.0983, 0.0983, 0.0421, 0.0028, 0.0161, -0.0043, 0.0024, -0.0061, -0.0189, -0.0184, -0.1526, -0.1129, -0.0383, -0.0548, -0.0926, -0.1078, -0.0733, -0.043, -0.1215, -0.1612, -0.1172, -0.1172, -0.1319, -0.1281, -0.1328, -0.1503, -0.1923, -0.163, -0.181, -0.1602, -0.1404, -0.2065, -0.2235, -0.2141, -0.2599, -0.2935, -0.2632, -0.2675, -0.284, -0.311]}
{"unit_id": "reply:1943430051132821659", "ticker_idx": 0, "ts": "2025-07-10T22:00:06+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "So close to $3000", "tweet_type": "prediction", "timeline": "days", "summary": "ETH close to $3000, implying bullish near-term move toward that level.", "resolved_tickers": ["ETH-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": "@jrouldz So close to $3000", "reply_text": null, "parent_text": "I look forward to seeing how my $ETHA calls are doing tomorrow 😎 https://t.co/XsWJ0NRXEC", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.06229349206802981, "ret_signed_m1d": -0.06229349206802981, "alpha_spy_m1d": -0.06582140120272273, "alpha_c_m1d": -0.06582140120272273, "bench_spy_m1d": 0.0035279091346929192, "bench_c_m1d": 0.0035279091346929192, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010291624108509367, "ret_signed_p1d": 0.0010291624108509367, "alpha_spy_p1d": -0.0008789227462315807, "alpha_c_p1d": -0.0008789227462315807, "bench_spy_p1d": 0.0019080851570825175, "bench_c_p1d": 0.0019080851570825175, "ret_p1w": 0.17663842639282712, "ret_signed_p1w": 0.17663842639282712, "alpha_spy_p1w": 0.1702883680726328, "alpha_c_p1w": 0.1702883680726328, "bench_spy_p1w": 0.006350058320194307, "bench_c_p1w": 0.006350058320194307, "ret_p1m": 0.35704193803774675, "ret_signed_p1m": 0.35704193803774675, "alpha_spy_p1m": 0.3373183620039375, "alpha_c_p1m": 0.3373183620039375, "bench_spy_p1m": 0.019723576033809254, "bench_c_p1m": 0.019723576033809254, "ret_p3m": 0.5063908705296172, "ret_signed_p3m": 0.5063908705296172, "alpha_spy_p3m": 0.42403921346324513, "alpha_c_p3m": 0.42403921346324513, "bench_spy_p3m": 0.08235165706637204, "bench_c_p3m": 0.08235165706637204, "ret_p6m": 0.057389602584341226, "ret_signed_p6m": 0.057389602584341226, "alpha_spy_p6m": -0.05172244907823709, "alpha_c_p6m": -0.05172244907823709, "bench_spy_p6m": 0.10911205166257831, "bench_c_p6m": 0.10911205166257831, "ret_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": 0.17663842639282712, "alpha_spy_stated": 0.1702883680726328, "alpha_c_stated": 0.1702883680726328, "price_path": [-0.4508, -0.4624, -0.4659, -0.4644, -0.4623, -0.4654, -0.4053, -0.3921, -0.401, -0.3954, -0.3912, -0.3911, -0.3929, -0.3776, -0.3764, -0.3842, -0.3857, -0.3869, -0.2533, -0.2062, -0.1552, -0.093, -0.1167, -0.1381, -0.1416, -0.1441, -0.1458, -0.1362, -0.0984, -0.145, -0.1322, -0.0987, -0.0923, -0.109, -0.1438, -0.1177, -0.1224, -0.1172, -0.1823, -0.1616, -0.0925, -0.0478, -0.0614, -0.1026, -0.127, -0.1402, -0.1503, -0.1457, -0.1466, -0.1853, -0.1804, -0.1715, -0.1812, -0.1823, -0.1797, -0.1585, -0.1858, -0.1298, -0.1231, -0.151, -0.1394, -0.1148, -0.0623, 0.0, 0.001, 0.0198, 0.0626, 0.141, 0.1766, 0.2011, 0.2736, 0.2688, 0.2284, 0.2549, 0.2614, 0.2818, 0.2838, 0.2888, 0.2511, 0.1806, 0.2586, 0.2224, 0.2467, 0.3247, 0.357, 0.4305, 0.5537, 0.6097, 0.5392, 0.5026, 0.4595, 0.3786, 0.4669, 0.4292, 0.6351, 0.4799, 0.5569, 0.5241, 0.5254, 0.4756, 0.4601, 0.4638, 0.5061, 0.4548, 0.4576, 0.458, 0.4583, 0.4719, 0.5098, 0.5958, 0.532, 0.5241, 0.5543, 0.5534, 0.5131, 0.4224, 0.4097, 0.4056, 0.3091, 0.3659, 0.4273, 0.4031, 0.4725, 0.5188, 0.528, 0.5865, 0.5064, 0.5323, 0.4786, 0.3006, 0.4368, 0.3962, 0.3495, 0.3181, 0.297, 0.3472, 0.312, 0.2888, 0.305, 0.3316, 0.3944, 0.3477, 0.321, 0.2875, 0.302, 0.2191, 0.1143, 0.1592, 0.121, 0.1626, 0.2077, 0.1558, 0.1551, 0.0941, 0.0504, 0.0236, 0.0569, 0.0231, -0.0416, -0.064, -0.0007, 0.001, 0.0247, 0.0202, 0.0262, -0.0523, 0.0146, 0.0801, 0.0607, 0.0236, 0.0577, 0.124, 0.1254, 0.0955, 0.0438, 0.0032, 0.0032, -0.0418, -0.0432, 0.0078, 0.0173, 0.0029, -0.0031, -0.0173, -0.0098, -0.0069, 0.0056, 0.0041, 0.0154, 0.0574]}
{"unit_id": "reply:1945301961999351956", "ticker_idx": 0, "ts": "2025-07-16T01:58:24+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GENIUS bill mandates $10B+ stablecoin requires 1:1 backing, which only Circle is doing. This bill will essentially renders Tether illegal!!! Circle Bank - \"First Digital Currency Bank\" is filed as well.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRCL: GENIUS bill forces 1:1 backing that only Circle meets, effectively making Tether illegal and giving Circle a dominant regulatory moat.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy I realized today that GENIUS bill mandates $10B+ stablecoin requires 1:1 backing, which only Circle is doing.  This bill will essentially renders Tether illegal!!!  Circle Bank - \"First Digital Currency Bank\" is filed as well.", "reply_text": null, "parent_text": "@DeepValueBagger I agree, $CRCL is so early. Few understand this", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.16239277707020128, "ret_signed_m1d": -0.16239277707020128, "alpha_spy_m1d": -0.15906064358832495, "alpha_c_m1d": -0.1554710082525128, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008061770614987473, "ret_signed_p1d": 0.008061770614987473, "alpha_spy_p1d": 0.0019421327374729014, "alpha_c_p1d": -0.0015517640834976643, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.13203256298912613, "ret_signed_p1w": -0.13203256298912613, "alpha_spy_p1w": -0.14803668987178642, "alpha_c_p1w": -0.15299003734867633, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": -0.4029588441270837, "ret_signed_p1m": -0.4029588441270837, "alpha_spy_p1m": -0.43616836636706036, "alpha_c_p1m": -0.4221859135240542, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": -0.41050599048157776, "ret_signed_p3m": -0.41050599048157776, "alpha_spy_p3m": -0.4756405249383886, "alpha_c_p3m": -0.4263366783406404, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": -0.6492710034911351, "ret_signed_p6m": -0.6492710034911351, "alpha_spy_p6m": -0.7602010439127169, "alpha_c_p6m": -0.7313713152872876, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4029588441270837, "alpha_spy_stated": -0.43616836636706036, "alpha_c_stated": -0.4221859135240542, "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, -0.6431, -0.5382, -0.5058, -0.5458, -0.4974, -0.5431, -0.4273, -0.3522, -0.3604, -0.1441, -0.1441, 0.0304, 0.1297, -0.0452, -0.1483, -0.0839, -0.2263, -0.2226, -0.1744, -0.2368, -0.1905, -0.1905, -0.1104, -0.1217, -0.1395, -0.1299, -0.1967, -0.1222, -0.1624, 0.0, 0.0081, -0.0404, -0.0733, -0.1496, -0.132, -0.172, -0.173, -0.2051, -0.2211, -0.1831, -0.213, -0.2792, -0.2932, -0.3399, -0.3066, -0.3442, -0.3181, -0.3089, -0.3001, -0.3432, -0.403, -0.3599, -0.3929, -0.4201, -0.409, -0.4348, -0.4209, -0.463, -0.4466, -0.4537, -0.4385, -0.434, -0.434, -0.4848, -0.492, -0.4962, -0.5087, -0.5178, -0.494, -0.5125, -0.4267, -0.4626, -0.4252, -0.4219, -0.4381, -0.3979, -0.3819, -0.4098, -0.4384, -0.4358, -0.4654, -0.4554, -0.4268, -0.4315, -0.4467, -0.358, -0.3749, -0.3632, -0.3623, -0.3548, -0.3547, -0.4299, -0.4105, -0.4234, -0.4233, -0.4491, -0.4576, -0.4391, -0.4432, -0.4649, -0.4431, -0.3909, -0.3855, -0.4163, -0.4351, -0.4738, -0.4555, -0.4946, -0.5229, -0.5153, -0.5711, -0.5577, -0.5536, -0.5785, -0.6299, -0.6469, -0.6488, -0.6716, -0.6715, -0.701, -0.713, -0.6941, -0.6881, -0.6994, -0.6885, -0.6885, -0.6572, -0.6744, -0.6679, -0.63, -0.625, -0.6328, -0.64, -0.6189, -0.6209, -0.6202, -0.6421, -0.6764, -0.6441, -0.6604, -0.6527, -0.6307, -0.6269, -0.6452, -0.6456, -0.6456, -0.6515, -0.6548, -0.6574, -0.6599, -0.6599, -0.6421, -0.6364, -0.6361, -0.6544, -0.6493]}
{"unit_id": "reply:1940618617391063190", "ticker_idx": 0, "ts": "2025-07-03T03:48:27+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 and hims", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names RKLB and HIMS as top bullish positions alongside Tesla and Robinhood.", "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": "reply_other", "lang": "en", "tweet_text": "@mike95129308 rklb and hims", "reply_text": null, "parent_text": "@DeepValueBagger What else are you most bullish on besides tesla and Robinhood?", "quoted_text": null, "parent_author": "mike95129308", "ret_m1d": 0.0005608653350883674, "ret_signed_m1d": 0.0005608653350883674, "alpha_spy_m1d": 0.008380634845309709, "alpha_c_m1d": 0.008993502604769499, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.008432637269681131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.09646659117859269, "ret_signed_p1w": 0.09646659117859269, "alpha_spy_p1w": 0.09569892349787579, "alpha_c_p1w": 0.08763241452981418, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.008834176648778502, "ret_p1m": 0.25659006071316437, "ret_signed_p1m": 0.25659006071316437, "alpha_spy_p1m": 0.2623790980555243, "alpha_c_p1m": 0.254448413921766, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": 0.0021416467913983883, "ret_p3m": 0.34352215514350304, "ret_signed_p3m": 0.34352215514350304, "alpha_spy_p3m": 0.2752602252334668, "alpha_c_p3m": 0.3070665790317242, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.036455576111778853, "ret_p6m": 0.9812114926580984, "ret_signed_p6m": 0.9812114926580984, "alpha_spy_p6m": 0.8709846176971405, "alpha_c_p6m": 0.9211112257306069, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.060100266927491486, "ret_p1y": 1.8123948778649677, "ret_signed_p1y": 1.8123948778649677, "alpha_spy_p1y": 1.608828731387974, "alpha_c_p1y": 1.5800098063584793, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.23238507150648835, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25659006071316437, "alpha_spy_stated": 0.2623790980555243, "alpha_c_stated": 0.254448413921766, "price_path": [-0.5087, -0.5182, -0.4226, -0.4495, -0.4495, -0.4635, -0.4091, -0.4398, -0.4464, -0.4464, -0.477, -0.4661, -0.431, -0.3864, -0.3724, -0.3643, -0.3718, -0.389, -0.3797, -0.3553, -0.3696, -0.3727, -0.3749, -0.3522, -0.4248, -0.4038, -0.3878, -0.3233, -0.2928, -0.283, -0.2765, -0.2709, -0.2942, -0.2759, -0.2872, -0.2872, -0.1935, -0.1887, -0.233, -0.2487, -0.2541, -0.2507, -0.2454, -0.2583, -0.189, -0.1688, -0.2381, -0.2328, -0.2597, -0.2874, -0.2555, -0.2591, -0.219, -0.219, -0.1576, -0.0808, -0.0617, -0.0928, 0.0135, -0.0079, 0.0031, -0.0373, 0.0006, 0.0, 0.0, 0.0903, 0.0864, 0.0976, 0.0965, 0.0945, 0.2117, 0.2507, 0.3374, 0.4394, 0.4411, 0.3233, 0.3146, 0.3783, 0.3497, 0.3301, 0.265, 0.228, 0.3023, 0.2877, 0.2566, 0.249, 0.2549, 0.2367, 0.2398, 0.2532, 0.2625, 0.2179, 0.2058, 0.2005, 0.2414, 0.2611, 0.1475, 0.1411, 0.1646, 0.2445, 0.3242, 0.3497, 0.297, 0.3435, 0.3629, 0.3629, 0.3828, 0.2207, 0.2056, 0.2855, 0.3385, 0.3188, 0.2947, 0.3581, 0.4958, 0.5154, 0.3249, 0.3483, 0.3231, 0.3402, 0.3968, 0.4837, 0.3654, 0.3076, 0.2973, 0.3183, 0.3435, 0.3452, 0.4714, 0.5749, 0.6405, 0.7249, 0.8315, 0.8626, 0.802, 0.8345, 0.9077, 0.9425, 0.8789, 0.8584, 0.8887, 0.834, 0.6984, 0.7827, 0.8104, 0.8402, 0.7877, 0.8553, 0.7084, 0.7661, 0.7201, 0.5864, 0.5822, 0.3912, 0.4481, 0.4554, 0.4369, 0.4013, 0.2689, 0.2771, 0.2145, 0.1997, 0.2232, 0.1071, 0.1301, 0.1904, 0.1946, 0.1758, 0.1758, 0.1817, 0.1321, 0.175, 0.2541, 0.3845, 0.3756, 0.4459, 0.4983, 0.613, 0.7815, 0.7243, 0.5538, 0.5561, 0.5132, 0.6803, 0.9776, 1.1747, 1.1643, 1.1643, 1.1643, 0.9812]}
{"unit_id": "reply:1940618617391063190", "ticker_idx": 1, "ts": "2025-07-03T03:48:27+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "rklb and hims", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author names RKLB and HIMS as top bullish positions alongside Tesla and Robinhood.", "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": "reply_other", "lang": "en", "tweet_text": "@mike95129308 rklb and hims", "reply_text": null, "parent_text": "@DeepValueBagger What else are you most bullish on besides tesla and Robinhood?", "quoted_text": null, "parent_author": "mike95129308", "ret_m1d": -0.010837858747912654, "ret_signed_m1d": -0.010837858747912654, "alpha_spy_m1d": -0.0030180892376913127, "alpha_c_m1d": -0.0030180892376913127, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04772823962850348, "ret_signed_p1w": 0.04772823962850348, "alpha_spy_p1w": 0.04696057194778658, "alpha_c_p1w": 0.04696057194778658, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.0007676676807168992, "ret_p1m": 0.3036681916180177, "ret_signed_p1m": 0.3036681916180177, "alpha_spy_p1m": 0.30945722896037764, "alpha_c_p1m": 0.30945722896037764, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": -0.005789037342359915, "ret_p3m": 0.1821592697343204, "ret_signed_p3m": 0.1821592697343204, "alpha_spy_p3m": 0.11389733982428418, "alpha_c_p3m": 0.11389733982428418, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.06826192991003621, "ret_p6m": -0.2849103438800942, "ret_signed_p6m": -0.2849103438800942, "alpha_spy_p6m": -0.395137218841052, "alpha_c_p6m": -0.395137218841052, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.3009587070545424, "ret_signed_p1y": -0.3009587070545424, "alpha_spy_p1y": -0.504524853531536, "alpha_c_p1y": -0.504524853531536, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3036681916180177, "alpha_spy_stated": 0.30945722896037764, "alpha_c_stated": 0.30945722896037764, "price_path": [-0.4212, -0.456, -0.3854, -0.4412, -0.4325, -0.41, -0.386, -0.4383, -0.4325, -0.4325, -0.4614, -0.4717, -0.4433, -0.4135, -0.4145, -0.4064, -0.2697, -0.3101, -0.2464, -0.1492, -0.1271, 0.0311, 0.0911, 0.0713, 0.083, 0.1507, 0.3339, 0.2739, 0.2209, 0.3474, 0.2993, 0.2757, 0.2088, 0.1155, 0.1428, 0.1428, 0.1121, 0.1117, 0.0921, 0.1788, 0.1832, 0.1407, 0.1173, 0.0998, 0.174, 0.1851, 0.1515, 0.1997, 0.1911, 0.1563, 0.2459, 0.2347, 0.2728, 0.2728, 0.3385, -0.1251, -0.1048, -0.1369, -0.0354, 0.0298, 0.039, -0.0004, -0.0108, 0.0, 0.0, 0.0092, 0.0204, 0.0679, 0.0477, -0.0019, 0.0844, 0.0517, 0.0807, 0.0419, 0.05, -0.0079, 0.0423, 0.2093, 0.1947, 0.2015, 0.223, 0.2561, 0.3658, 0.3793, 0.3037, 0.3203, 0.1571, 0.0657, 0.064, 0.0825, 0.0417, -0.0004, 0.0073, -0.0177, -0.0409, -0.06, -0.1209, -0.0959, -0.0838, -0.0711, -0.104, -0.0548, -0.0827, -0.0805, -0.1173, -0.1173, -0.1344, -0.0734, 0.0027, 0.009, 0.0346, -0.004, -0.0042, 0.0788, 0.1567, 0.1246, 0.0607, 0.0494, 0.1713, 0.2051, 0.2026, 0.1672, 0.1098, 0.1436, 0.2172, 0.2322, 0.1822, 0.1736, 0.2061, 0.095, 0.1413, 0.2082, 0.2124, 0.214, 0.1244, 0.1407, 0.1259, 0.308, 0.2328, 0.0375, 0.0704, 0.0288, -0.0108, 0.0106, 0.0167, 0.0052, -0.0179, -0.0281, -0.0817, -0.0525, -0.0748, -0.1082, -0.0886, -0.1346, -0.1449, -0.1444, -0.1715, -0.1867, -0.2486, -0.2293, -0.2584, -0.2443, -0.2532, -0.2993, -0.2766, -0.2126, -0.227, -0.1997, -0.1997, -0.1713, -0.2182, -0.2432, -0.2274, -0.1659, -0.183, -0.1847, -0.1701, -0.2105, -0.2128, -0.2245, -0.2445, -0.2318, -0.2712, -0.2753, -0.2589, -0.2695, -0.2747, -0.2774, -0.2774, -0.2849]}
{"unit_id": "reply:1945565952810098743", "ticker_idx": 0, "ts": "2025-07-16T19:27:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$400 - $500 this year. $1500 next year.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA: $400–$500 by year-end, $1500 next year.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ $400 - $500 this year. \n$1500 next year.", "reply_text": null, "parent_text": "@DeepValueBagger @DeepValueBagger what is your $TSLA year end projection and long term projection? Super interested to get your take on this!", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.033854615580709124, "ret_signed_m1d": -0.033854615580709124, "alpha_spy_m1d": -0.030522482098832793, "alpha_c_m1d": -0.03203213375998459, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0018224818207245308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007025863995037018, "ret_signed_p1d": -0.007025863995037018, "alpha_spy_p1d": -0.01314550187255159, "alpha_c_p1d": -0.010443183815197599, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.0034173198201605803, "ret_p1w": 0.03385452070839645, "ret_signed_p1w": 0.03385452070839645, "alpha_spy_p1w": 0.017850393825736166, "alpha_c_p1w": 0.0015950300139770945, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.03225949069441936, "ret_p1m": 0.04324298990852693, "ret_signed_p1m": 0.04324298990852693, "alpha_spy_p1m": 0.010033467668550289, "alpha_c_p1m": -0.00286809130783805, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.04611108121636498, "ret_p3m": 0.3551154154890246, "ret_signed_p3m": 0.3551154154890246, "alpha_spy_p3m": 0.28998088103221376, "alpha_c_p3m": 0.2876688743018183, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06744654118720628, "ret_p6m": 0.35480451892005327, "ret_signed_p6m": 0.35480451892005327, "alpha_spy_p6m": 0.24387447849847144, "alpha_c_p6m": 0.23045192701753114, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.12435259190252212, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04324298990852693, "alpha_spy_stated": 0.010033467668550289, "alpha_c_stated": -0.00286809130783805, "price_path": [-0.2496, -0.2928, -0.2602, -0.2205, -0.1932, -0.1142, -0.1113, -0.0921, -0.1228, -0.1279, -0.1071, -0.1287, -0.144, -0.1413, -0.1146, -0.0728, -0.0102, 0.0385, 0.0809, 0.0658, 0.088, 0.0635, 0.0689, 0.0403, 0.0602, 0.0549, 0.0549, 0.1281, 0.1095, 0.1143, 0.0771, 0.0653, 0.0703, 0.0323, -0.1149, -0.0825, -0.0407, 0.0137, 0.0148, -0.008, 0.0113, 0.0232, -0.0165, 0.0012, 0.0012, 0.0015, 0.084, 0.0584, 0.0183, 0.0128, 0.0061, -0.0125, -0.0652, -0.0187, -0.0196, -0.0196, -0.0862, -0.0742, -0.0802, -0.0367, -0.0254, -0.0148, -0.0339, 0.0, -0.007, 0.0248, 0.0212, 0.0325, 0.0339, -0.0509, -0.0174, 0.0122, -0.0015, -0.0082, -0.0417, -0.0592, -0.0386, -0.0403, -0.0055, 0.0019, 0.0248, 0.054, 0.0596, 0.0551, 0.0432, 0.0276, 0.0419, 0.0238, 0.0069, -0.0048, 0.057, 0.0775, 0.0933, 0.0868, 0.0756, 0.0379, 0.0379, 0.0239, 0.0386, 0.0524, 0.0907, 0.0769, 0.0787, 0.0812, 0.1465, 0.2309, 0.2747, 0.3107, 0.3239, 0.2959, 0.3246, 0.3499, 0.3239, 0.3765, 0.3162, 0.3691, 0.3778, 0.3825, 0.4284, 0.3554, 0.3362, 0.4091, 0.3464, 0.3638, 0.354, 0.2854, 0.3551, 0.3344, 0.3528, 0.3329, 0.3657, 0.391, 0.3759, 0.3647, 0.3958, 0.3483, 0.4065, 0.4317, 0.4347, 0.3682, 0.4193, 0.4561, 0.3811, 0.4365, 0.3862, 0.3353, 0.3841, 0.3667, 0.3386, 0.2497, 0.257, 0.2712, 0.2474, 0.2559, 0.2287, 0.2158, 0.2988, 0.3038, 0.3261, 0.3261, 0.3373, 0.3372, 0.3344, 0.3888, 0.413, 0.4145, 0.3666, 0.3839, 0.4035, 0.3893, 0.4268, 0.4776, 0.5229, 0.4526, 0.5027, 0.4959, 0.5194, 0.5095, 0.509, 0.509, 0.4773, 0.4289, 0.4127, 0.3981, 0.3981, 0.3619, 0.4041, 0.346, 0.3412, 0.3548]}
{"unit_id": "orig:1957232602147905904", "ticker_idx": 0, "ts": "2025-08-18T00:06:30+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I plan to hold on to it at least for 6 months", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holding INTC calls for at least 6 months following Trump government investment announcement.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "@investinsights4 I had $80K of calls, went down to -$50k, and went back to profit after Trump announced the govt will invest into $INTC.  I plan to hold on to it at least for 6 months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03803886831506942, "ret_signed_m1d": 0.03803886831506942, "alpha_spy_m1d": 0.03782110834948127, "alpha_c_m1d": 0.04211483393613602, "bench_spy_m1d": 0.00021775996558814903, "bench_c_m1d": -0.004075965621066602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06973793868011158, "ret_signed_p1d": 0.06973793868011158, "alpha_spy_p1d": 0.075163135637765, "alpha_c_p1d": 0.0899157524998686, "bench_spy_p1d": -0.005425196957653422, "bench_c_p1d": -0.02017781381975703, "ret_p1w": 0.037616204369747, "ret_signed_p1w": 0.037616204369747, "alpha_spy_p1w": 0.03890645614823196, "alpha_c_p1w": 0.04751975105587747, "bench_spy_p1w": -0.0012902517784849632, "bench_c_p1w": -0.009903546686130471, "ret_p1m": 0.06804736351372642, "ret_signed_p1m": 0.06804736351372642, "alpha_spy_p1m": 0.04208740180110859, "alpha_c_p1m": 0.03318242022106466, "bench_spy_p1m": 0.02595996171261783, "bench_c_p1m": 0.034864943292661765, "ret_p3m": 0.5177514826290197, "ret_signed_p3m": 0.5177514826290197, "alpha_spy_p3m": 0.47017927601452714, "alpha_c_p3m": 0.35619378027494997, "bench_spy_p3m": 0.047572206614492574, "bench_c_p3m": 0.16155770235406974, "ret_p6m": 0.9919696268835874, "ret_signed_p6m": 0.9919696268835874, "alpha_spy_p6m": 0.9099088463359413, "alpha_c_p6m": 0.6242559851754643, "bench_spy_p6m": 0.0820607805476461, "bench_c_p6m": 0.36771364170812304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06804736351372642, "alpha_spy_stated": 0.04208740180110859, "alpha_c_stated": 0.03318242022106466, "price_path": [-0.1255, -0.1314, -0.1526, -0.1526, -0.1314, -0.1391, -0.1441, -0.1737, -0.1657, -0.1424, -0.1441, -0.1551, -0.1522, -0.1344, -0.0668, -0.126, -0.1221, -0.1488, -0.1234, -0.1209, -0.0917, -0.0917, -0.109, -0.1044, -0.0469, -0.0617, -0.049, -0.041, -0.0533, -0.0342, -0.0752, -0.0495, -0.0495, -0.0702, -0.003, -0.0093, 0.0068, -0.0097, -0.0152, -0.0313, -0.041, -0.0363, -0.0237, -0.0169, -0.0178, -0.0072, -0.0435, -0.1251, -0.126, -0.1374, -0.1403, -0.1631, -0.1839, -0.1758, -0.1467, -0.1374, -0.1644, -0.1568, -0.1272, -0.0782, -0.0609, 0.0085, 0.038, 0.0, 0.0697, -0.0051, -0.0068, 0.0482, 0.0376, 0.0292, 0.0503, 0.0537, 0.0292, 0.0292, 0.0232, 0.0144, 0.0402, 0.0351, 0.0347, 0.033, 0.0469, 0.0402, 0.0178, 0.0469, 0.068, 0.0524, 0.2921, 0.2502, 0.2156, 0.2401, 0.3195, 0.4366, 0.5004, 0.4573, 0.418, 0.519, 0.5765, 0.5566, 0.5465, 0.571, 0.582, 0.5976, 0.5372, 0.5731, 0.5059, 0.5702, 0.5571, 0.5642, 0.6103, 0.6112, 0.5604, 0.6128, 0.6179, 0.6712, 0.7553, 0.7473, 0.6974, 0.6902, 0.6695, 0.5651, 0.6221, 0.574, 0.6116, 0.6251, 0.601, 0.6014, 0.5178, 0.5013, 0.467, 0.451, 0.4839, 0.421, 0.4582, 0.5127, 0.5144, 0.5558, 0.5558, 0.7143, 0.691, 0.8373, 0.8495, 0.7117, 0.7502, 0.7033, 0.7117, 0.7236, 0.6699, 0.5981, 0.5854, 0.5769, 0.5237, 0.5334, 0.5562, 0.5372, 0.5363, 0.5283, 0.5283, 0.53, 0.5503, 0.5765, 0.5596, 0.5596, 0.6644, 0.664, 0.6923, 0.8018, 0.7375, 0.9252, 0.8622, 0.9987, 1.0592, 1.0423, 0.9848, 0.9848, 1.0524, 1.2929, 1.2959, 0.9049, 0.7959, 0.8567, 1.0617, 1.0566, 0.9641, 1.063, 1.0816, 1.0541, 1.0389, 1.1382, 1.1234, 0.992]}
{"unit_id": "reply:1948039655284461684", "ticker_idx": 0, "ts": "2025-07-23T15:17:01+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Last chance to buy $hims under $50", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS; calling current sub-$50 price a last chance to buy before it moves higher.", "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": "reply_other", "lang": "en", "tweet_text": "@hypergrowth102 Last chance to buy $hims under $50", "reply_text": null, "parent_text": "Happy hump day $HIMS investors https://t.co/WNpKvpM46L", "quoted_text": null, "parent_author": "hypergrowth102", "ret_m1d": -0.1380558785424596, "ret_signed_m1d": -0.1380558785424596, "alpha_spy_m1d": -0.12962016879182647, "alpha_c_m1d": -0.12962016879182647, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.008435709750633125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012064818293978208, "ret_signed_p1d": -0.012064818293978208, "alpha_spy_p1d": -0.01239584794506876, "alpha_c_p1d": -0.01239584794506876, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": 0.00033102965109055305, "ret_p1w": 0.12943809483421487, "ret_signed_p1w": 0.12943809483421487, "alpha_spy_p1w": 0.1290440119162497, "alpha_c_p1w": 0.1290440119162497, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": 0.00039408291796516615, "ret_p1m": -0.242330252712186, "ret_signed_p1m": -0.242330252712186, "alpha_spy_p1m": -0.2444430236745998, "alpha_c_p1m": -0.2444430236745998, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.0021127709624138014, "ret_p3m": -0.11478800060093641, "ret_signed_p3m": -0.11478800060093641, "alpha_spy_p3m": -0.17620470436491475, "alpha_c_p3m": -0.17620470436491475, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.06141670376397834, "ret_p6m": -0.4617373440910162, "ret_signed_p6m": -0.4617373440910162, "alpha_spy_p6m": -0.5594972502895512, "alpha_c_p6m": -0.5594972502895512, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.09775990619853503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.242330252712186, "alpha_spy_stated": -0.2444430236745998, "alpha_c_stated": -0.2444430236745998, "price_path": [-0.5159, -0.5091, -0.3961, -0.4295, -0.3768, -0.2964, -0.2782, -0.1474, -0.0977, -0.1141, -0.1044, -0.0484, 0.1031, 0.0534, 0.0097, 0.1143, 0.0745, 0.055, -0.0003, -0.0776, -0.055, -0.055, -0.0803, -0.0807, -0.0969, -0.0252, -0.0215, -0.0567, -0.076, -0.0905, -0.0291, -0.02, -0.0477, -0.0079, -0.015, -0.0438, 0.0303, 0.021, 0.0526, 0.0526, 0.1069, -0.2765, -0.2597, -0.2863, -0.2023, -0.1484, -0.1408, -0.1734, -0.182, -0.173, -0.173, -0.1655, -0.1562, -0.1169, -0.1336, -0.1746, -0.1032, -0.1303, -0.1063, -0.1384, -0.1317, -0.1796, -0.1381, 0.0, -0.0121, -0.0064, 0.0114, 0.0388, 0.1294, 0.1406, 0.0781, 0.0919, -0.0431, -0.1188, -0.1201, -0.1048, -0.1386, -0.1734, -0.167, -0.1877, -0.2068, -0.2227, -0.273, -0.2523, -0.2423, -0.2318, -0.259, -0.2184, -0.2415, -0.2396, -0.2701, -0.2701, -0.2842, -0.2337, -0.1708, -0.1656, -0.1444, -0.1763, -0.1765, -0.1079, -0.0434, -0.07, -0.1229, -0.1322, -0.0314, -0.0034, -0.0055, -0.0348, -0.0822, -0.0543, 0.0065, 0.019, -0.0224, -0.0295, -0.0026, -0.0945, -0.0562, -0.0009, 0.0026, 0.004, -0.0701, -0.0567, -0.0689, 0.0817, 0.0195, -0.142, -0.1148, -0.1493, -0.182, -0.1643, -0.1593, -0.1687, -0.1879, -0.1963, -0.2406, -0.2165, -0.2349, -0.2625, -0.2463, -0.2844, -0.2928, -0.2925, -0.3149, -0.3275, -0.3787, -0.3626, -0.3868, -0.375, -0.3825, -0.4205, -0.4018, -0.3488, -0.3607, -0.3382, -0.3382, -0.3147, -0.3535, -0.3742, -0.3611, -0.3102, -0.3244, -0.3257, -0.3137, -0.3471, -0.349, -0.3587, -0.3752, -0.3647, -0.3973, -0.4007, -0.3871, -0.3959, -0.4002, -0.4024, -0.4024, -0.4087, -0.4123, -0.4305, -0.4404, -0.4404, -0.4242, -0.4018, -0.3888, -0.3888, -0.4162, -0.4538, -0.4426, -0.445, -0.4602, -0.4617]}
{"unit_id": "reply:1967600746121085180", "ticker_idx": 0, "ts": "2025-09-15T14:45:48+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKT is one of the best R/R at this moment i see. it is a platform business which means it can expand very fast, at high margins", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long RKT as best risk/reward currently: platform business enables fast expansion at high margins.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I can't shift most of my profitable positions due to profit. But you have to go were the r/r is.  The higher the price the higher risk, and the lower the reward.  $RKT is one of the best R/R at this moment i see. it is a platform business which means it can expand very fast, at high margins.", "reply_text": null, "parent_text": "@DeepValueBagger Hi DVB, love your work here! My biggest ask would be a general overall weighting IE: how much do you actually like RKT- 2% weighting vs 30%. Lets people understand your condition a bit easier than deriving your bio 8MM NW vs position \n\nShifted some BMNR as well, we will be ready https://t.co/tZaX9OX8tp", "quoted_text": null, "parent_author": "michaelG151515", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.005295768324795391, "alpha_c_m1d": 0.005295768324795391, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015639806527959377, "ret_signed_p1d": -0.015639806527959377, "alpha_spy_p1d": -0.01426292170326382, "alpha_c_p1d": -0.01426292170326382, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.060663538554701635, "ret_signed_p1w": -0.060663538554701635, "alpha_spy_p1w": -0.07243326133734618, "alpha_c_p1w": -0.07243326133734618, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.19810427628459704, "ret_signed_p1m": -0.19810427628459704, "alpha_spy_p1m": -0.2028794876517308, "alpha_c_p1m": -0.2028794876517308, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.08246444263793729, "ret_signed_p3m": -0.08246444263793729, "alpha_spy_p3m": -0.12811462668166662, "alpha_c_p3m": -0.12811462668166662, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.2654028568827759, "ret_signed_p6m": -0.2654028568827759, "alpha_spy_p6m": -0.2958971301493142, "alpha_c_p6m": -0.2958971301493142, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19810427628459704, "alpha_spy_stated": -0.2028794876517308, "alpha_c_stated": -0.2028794876517308, "price_path": [-0.3464, -0.3464, -0.3175, -0.3038, -0.2915, -0.3209, -0.3133, -0.3261, -0.328, -0.3137, -0.3095, -0.3251, -0.3251, -0.3597, -0.3488, -0.3389, -0.3464, -0.3517, -0.3389, -0.3692, -0.3555, -0.3469, -0.337, -0.2872, -0.2417, -0.2318, -0.2957, -0.2891, -0.2872, -0.2796, -0.3052, -0.3, -0.2161, -0.2, -0.1455, -0.1412, -0.1682, -0.2033, -0.1891, -0.1341, -0.0701, -0.1128, -0.1218, -0.155, -0.1261, -0.1583, -0.1668, -0.0896, -0.1123, -0.1024, -0.1431, -0.1521, -0.1578, -0.1578, -0.1867, -0.1526, -0.0924, -0.0398, -0.0294, -0.0303, -0.0095, 0.0005, 0.0, 0.0, -0.0156, 0.0028, 0.0019, -0.028, -0.0607, -0.0701, -0.0716, -0.0972, -0.0754, -0.0455, -0.0815, -0.0716, -0.1294, -0.1564, -0.1972, -0.2284, -0.2313, -0.2294, -0.2232, -0.2199, -0.1981, -0.2071, -0.2156, -0.2104, -0.1882, -0.1924, -0.1782, -0.1654, -0.1531, -0.1393, -0.1701, -0.2303, -0.2445, -0.2104, -0.1995, -0.2057, -0.2275, -0.2602, -0.2341, -0.1905, -0.154, -0.1502, -0.1872, -0.1919, -0.2218, -0.1957, -0.2047, -0.2336, -0.1735, -0.1412, -0.0682, -0.0645, -0.0645, -0.0531, -0.0374, -0.064, -0.0659, -0.081, -0.0981, -0.1085, -0.1, -0.0882, -0.0825, -0.1133, -0.1374, -0.1365, -0.1393, -0.1161, -0.0957, -0.0886, -0.0957, -0.0782, -0.0782, -0.0801, -0.082, -0.0493, -0.0825, -0.0825, -0.0578, 0.0, 0.0052, 0.0085, 0.0066, 0.1038, 0.0986, 0.0787, 0.0744, 0.1109, 0.1014, 0.1014, 0.045, 0.0057, 0.019, -0.0014, 0.0052, -0.0033, -0.0161, -0.0156, -0.1502, -0.1104, -0.0355, -0.0521, -0.09, -0.1052, -0.0706, -0.0403, -0.119, -0.1588, -0.1147, -0.1147, -0.1294, -0.1256, -0.1303, -0.1479, -0.19, -0.1607, -0.1787, -0.1578, -0.1379, -0.2043, -0.2213, -0.2118, -0.2578, -0.2915, -0.2611, -0.2654]}
{"unit_id": "reply:1945672550140289143", "ticker_idx": 0, "ts": "2025-07-17T02:30:59+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go for more aggressive one like $QQQ or high yield dividends if you want index $AIPI or $CEPI", "tweet_type": "prediction", "timeline": "years", "summary": "Author advises young investor to buy QQQ or high-yield index ETFs AIPI/CEPI instead of VTI for more aggressive long-term growth.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@indigostocks You're doing much better than me when I was 21 yr old. Nice! \n\nMy advice is you're young, so forget about all the $VTI index. Go for more aggressive one like $QQQ or high yield dividends if you want index $AIPI or $CEPI.  \n\nAdd what you can afford to.", "reply_text": null, "parent_text": "@DeepValueBagger My Roth IRA as a 21 year old: Grew it from $7k to $17.7k this year.\n\nLearned what a Roth is this year and used my first taxable income to max out my 2024 contribution before the deadline. Loaded up $RKLB, $HOOD, and $VTI from February to April and sold $VTI for $HIMS two months https://t.co/krsj8Jx7lF", "quoted_text": null, "parent_author": "indigostocks", "ret_m1d": -0.008027913151950727, "ret_signed_m1d": -0.008027913151950727, "alpha_spy_m1d": -0.001945497455916434, "alpha_c_m1d": -0.001945497455916434, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.0060824156960342934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009612012034828643, "ret_signed_p1d": -0.0009612012034828643, "alpha_spy_p1d": -0.00022886660173904172, "alpha_c_p1d": -0.00022886660173904172, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.0007323346017438226, "ret_p1w": 0.005713825348267587, "ret_signed_p1w": 0.005713825348267587, "alpha_spy_p1w": -0.004444823893820615, "alpha_c_p1w": -0.004444823893820615, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.010158649242088202, "ret_p1m": 0.027661198245100937, "ret_signed_p1m": 0.027661198245100937, "alpha_spy_p1m": 0.0031403207641982345, "alpha_c_p1m": 0.0031403207641982345, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.024520877480902703, "ret_p3m": 0.06566974654963698, "ret_signed_p3m": 0.06566974654963698, "alpha_spy_p3m": 0.008307106206794757, "alpha_c_p3m": 0.008307106206794757, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.05736264034284222, "ret_p6m": 0.11816443210584504, "ret_signed_p6m": 0.11816443210584504, "alpha_spy_p6m": 0.006689211702902709, "alpha_c_p6m": 0.006689211702902709, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.11147522040294233, "ret_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": [-0.2299, -0.2097, -0.1918, -0.1691, -0.1598, -0.1601, -0.1545, -0.1546, -0.1436, -0.1309, -0.136, -0.1441, -0.1407, -0.1318, -0.1324, -0.097, -0.0833, -0.0778, -0.0768, -0.0728, -0.0719, -0.075, -0.0878, -0.0861, -0.0946, -0.0946, -0.0733, -0.0774, -0.0756, -0.077, -0.0697, -0.0625, -0.0598, -0.0669, -0.0578, -0.0564, -0.0502, -0.0534, -0.0512, -0.0631, -0.05, -0.0593, -0.0595, -0.0595, -0.0633, -0.0537, -0.0392, -0.0367, -0.0277, -0.0244, -0.0181, -0.0264, -0.0196, -0.0099, -0.0099, -0.0174, -0.0168, -0.0099, -0.0113, -0.0135, -0.01, -0.009, -0.008, 0.0, -0.001, 0.0042, -0.001, 0.0036, 0.0057, 0.0081, 0.0113, 0.0097, 0.0111, 0.0057, -0.0141, 0.0041, -0.0027, 0.0098, 0.0132, 0.0227, 0.0197, 0.0325, 0.033, 0.0322, 0.0277, 0.0273, 0.0133, 0.0073, 0.0026, 0.0181, 0.0152, 0.0192, 0.0208, 0.0272, 0.0153, 0.0153, 0.0068, 0.0147, 0.0239, 0.0254, 0.0304, 0.0333, 0.0336, 0.0397, 0.0443, 0.0532, 0.0523, 0.0502, 0.0597, 0.0668, 0.0732, 0.066, 0.0623, 0.0577, 0.0621, 0.067, 0.0699, 0.075, 0.0794, 0.0749, 0.083, 0.0773, 0.0896, 0.0883, 0.0505, 0.0728, 0.0657, 0.0732, 0.0692, 0.0762, 0.0898, 0.0895, 0.079, 0.0881, 0.0997, 0.1193, 0.1279, 0.133, 0.1157, 0.121, 0.1264, 0.1035, 0.1107, 0.09, 0.0866, 0.1106, 0.1077, 0.1068, 0.0842, 0.085, 0.0758, 0.0627, 0.069, 0.0437, 0.0515, 0.0784, 0.0851, 0.0947, 0.0947, 0.1035, 0.0998, 0.1084, 0.1111, 0.1101, 0.1146, 0.1125, 0.1139, 0.1184, 0.1148, 0.0935, 0.088, 0.0902, 0.07, 0.0855, 0.0996, 0.1049, 0.1101, 0.1133, 0.1133, 0.1132, 0.1079, 0.1053, 0.0961, 0.0961, 0.094, 0.1027, 0.1124, 0.1135, 0.1071, 0.1182]}
{"unit_id": "reply:1945672550140289143", "ticker_idx": 1, "ts": "2025-07-17T02:30:59+00:00", "symbol": "AIPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "high yield dividends if you want index $AIPI or $CEPI", "tweet_type": "prediction", "timeline": "years", "summary": "Author advises young investor to buy QQQ or high-yield index ETFs AIPI/CEPI instead of VTI for more aggressive long-term growth.", "resolved_tickers": ["AIPI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@indigostocks You're doing much better than me when I was 21 yr old. Nice! \n\nMy advice is you're young, so forget about all the $VTI index. Go for more aggressive one like $QQQ or high yield dividends if you want index $AIPI or $CEPI.  \n\nAdd what you can afford to.", "reply_text": null, "parent_text": "@DeepValueBagger My Roth IRA as a 21 year old: Grew it from $7k to $17.7k this year.\n\nLearned what a Roth is this year and used my first taxable income to max out my 2024 contribution before the deadline. Loaded up $RKLB, $HOOD, and $VTI from February to April and sold $VTI for $HIMS two months https://t.co/krsj8Jx7lF", "quoted_text": null, "parent_author": "indigostocks", "ret_m1d": -0.005465579112792773, "ret_signed_m1d": -0.005465579112792773, "alpha_spy_m1d": 0.0006168365832415201, "alpha_c_m1d": 0.0006168365832415201, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.0060824156960342934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0018221812041900876, "ret_signed_p1d": 0.0018221812041900876, "alpha_spy_p1d": 0.00255451580593391, "alpha_c_p1d": 0.00255451580593391, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.0007323346017438226, "ret_p1w": 0.008735414201415326, "ret_signed_p1w": 0.008735414201415326, "alpha_spy_p1w": -0.0014232350406728767, "alpha_c_p1w": -0.0014232350406728767, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.010158649242088202, "ret_p1m": 0.006859221009698713, "ret_signed_p1m": 0.006859221009698713, "alpha_spy_p1m": -0.01766165647120399, "alpha_c_p1m": -0.01766165647120399, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.024520877480902703, "ret_p3m": 0.06607956761474987, "ret_signed_p3m": 0.06607956761474987, "alpha_spy_p3m": 0.008716927271907648, "alpha_c_p3m": 0.008716927271907648, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.05736264034284222, "ret_p6m": 0.08887853391211364, "ret_signed_p6m": 0.08887853391211364, "alpha_spy_p6m": -0.022596686490828688, "alpha_c_p6m": -0.022596686490828688, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.11147522040294233, "ret_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": [-0.2237, -0.2066, -0.1836, -0.1559, -0.146, -0.1437, -0.1391, -0.14, -0.134, -0.1218, -0.1224, -0.1237, -0.1226, -0.1136, -0.1153, -0.1037, -0.0964, -0.093, -0.0925, -0.0861, -0.0876, -0.0898, -0.1018, -0.0992, -0.1029, -0.1029, -0.0865, -0.0911, -0.0927, -0.0902, -0.0805, -0.071, -0.0701, -0.0759, -0.063, -0.0557, -0.0518, -0.0535, -0.0502, -0.0553, -0.0467, -0.0471, -0.0442, -0.0442, -0.0489, -0.0394, -0.0276, -0.0228, -0.0164, -0.0196, -0.0132, -0.0214, -0.0178, -0.0109, -0.0109, -0.0132, -0.0068, -0.0032, -0.0087, -0.0121, -0.0089, -0.0075, -0.0055, 0.0, 0.0018, 0.0057, -0.0011, 0.0062, 0.0087, 0.0123, 0.0183, 0.0165, 0.016, 0.0057, -0.01, 0.0029, 0.0019, 0.0078, 0.0038, 0.0038, 0.0047, 0.0123, 0.0106, 0.0087, 0.0069, 0.0095, -0.0109, -0.0172, -0.0194, -0.0052, -0.0068, -0.003, 0.0002, 0.0127, 0.0004, 0.0004, -0.0068, -0.0066, 0.0014, 0.0011, 0.0103, 0.0168, 0.0103, 0.0166, 0.018, 0.0231, 0.0217, 0.0219, 0.0376, 0.0429, 0.0446, 0.0405, 0.0392, 0.0365, 0.0395, 0.0434, 0.0459, 0.0536, 0.0595, 0.055, 0.0641, 0.0631, 0.0693, 0.073, 0.0534, 0.0701, 0.0661, 0.0678, 0.0621, 0.0676, 0.085, 0.0867, 0.0753, 0.0882, 0.1014, 0.1143, 0.1176, 0.1199, 0.1143, 0.1207, 0.1248, 0.1025, 0.1018, 0.0907, 0.0905, 0.1118, 0.1071, 0.1043, 0.079, 0.0861, 0.0754, 0.0603, 0.061, 0.0311, 0.0346, 0.061, 0.0621, 0.0661, 0.0661, 0.079, 0.0793, 0.0932, 0.0932, 0.0985, 0.1054, 0.1107, 0.1143, 0.1188, 0.1162, 0.0972, 0.0811, 0.0861, 0.0611, 0.0761, 0.0919, 0.0998, 0.1012, 0.1003, 0.1003, 0.0987, 0.0962, 0.0962, 0.0881, 0.0881, 0.0799, 0.0878, 0.0951, 0.1014, 0.0892, 0.0889]}
{"unit_id": "reply:1945672550140289143", "ticker_idx": 2, "ts": "2025-07-17T02:30:59+00:00", "symbol": "CEPI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "high yield dividends if you want index $AIPI or $CEPI", "tweet_type": "prediction", "timeline": "years", "summary": "Author advises young investor to buy QQQ or high-yield index ETFs AIPI/CEPI instead of VTI for more aggressive long-term growth.", "resolved_tickers": ["CEPI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@indigostocks You're doing much better than me when I was 21 yr old. Nice! \n\nMy advice is you're young, so forget about all the $VTI index. Go for more aggressive one like $QQQ or high yield dividends if you want index $AIPI or $CEPI.  \n\nAdd what you can afford to.", "reply_text": null, "parent_text": "@DeepValueBagger My Roth IRA as a 21 year old: Grew it from $7k to $17.7k this year.\n\nLearned what a Roth is this year and used my first taxable income to max out my 2024 contribution before the deadline. Loaded up $RKLB, $HOOD, and $VTI from February to April and sold $VTI for $HIMS two months https://t.co/krsj8Jx7lF", "quoted_text": null, "parent_author": "indigostocks", "ret_m1d": -0.010598715479188892, "ret_signed_m1d": -0.010598715479188892, "alpha_spy_m1d": -0.004516299783154598, "alpha_c_m1d": -0.004516299783154598, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.0060824156960342934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0007181299851843903, "ret_signed_p1d": -0.0007181299851843903, "alpha_spy_p1d": 1.4204616559432282e-05, "alpha_c_p1d": 1.4204616559432282e-05, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.0007323346017438226, "ret_p1w": -0.002703687608309524, "ret_signed_p1w": -0.002703687608309524, "alpha_spy_p1w": -0.012862336850397726, "alpha_c_p1w": -0.012862336850397726, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.010158649242088202, "ret_p1m": -0.008009140377955526, "ret_signed_p1m": -0.008009140377955526, "alpha_spy_p1m": -0.03253001785885823, "alpha_c_p1m": -0.03253001785885823, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": 0.024520877480902703, "ret_p3m": 0.1287778943282969, "ret_signed_p3m": 0.1287778943282969, "alpha_spy_p3m": 0.07141525398545467, "alpha_c_p3m": 0.07141525398545467, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.05736264034284222, "ret_p6m": 0.03775153257837571, "ret_signed_p6m": 0.03775153257837571, "alpha_spy_p6m": -0.07372368782456662, "alpha_c_p6m": -0.07372368782456662, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.11147522040294233, "ret_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": [-0.2549, -0.2225, -0.2061, -0.1915, -0.1801, -0.1825, -0.1785, -0.1821, -0.1727, -0.1643, -0.1669, -0.1663, -0.1605, -0.1511, -0.144, -0.1366, -0.1266, -0.134, -0.1393, -0.1213, -0.1179, -0.1193, -0.1297, -0.1235, -0.136, -0.136, -0.1157, -0.1259, -0.1276, -0.1357, -0.1237, -0.1038, -0.0971, -0.1114, -0.0893, -0.0837, -0.0763, -0.0722, -0.0796, -0.0923, -0.0738, -0.0867, -0.0879, -0.0879, -0.0874, -0.0851, -0.0598, -0.0583, -0.0476, -0.0454, -0.0361, -0.0389, -0.0248, -0.022, -0.022, -0.0311, -0.027, -0.026, -0.0215, -0.0272, -0.0181, -0.0189, -0.0106, 0.0, -0.0007, -0.0023, -0.0021, -0.0067, -0.0027, -0.0012, -0.0006, -0.0114, -0.0115, -0.0114, -0.0503, -0.0263, -0.0315, -0.0231, -0.0174, -0.018, -0.014, -0.0064, -0.0092, -0.0075, -0.008, 0.0062, -0.0166, -0.0112, -0.0188, 0.0041, 0.0005, 0.0098, 0.0054, 0.0118, 0.0047, 0.0047, 0.0093, 0.0016, 0.0015, -0.0042, -0.0005, 0.013, 0.0229, 0.0286, 0.0327, 0.0355, 0.0376, 0.0438, 0.0552, 0.0594, 0.0694, 0.0641, 0.0681, 0.0464, 0.0526, 0.0854, 0.0837, 0.0928, 0.1069, 0.1116, 0.1262, 0.1245, 0.1322, 0.1329, 0.115, 0.1309, 0.1288, 0.1352, 0.1028, 0.1078, 0.1306, 0.1144, 0.0806, 0.1081, 0.1415, 0.1597, 0.16, 0.1366, 0.1158, 0.1295, 0.1384, 0.1049, 0.1302, 0.0862, 0.0759, 0.0904, 0.0598, 0.0529, -0.0081, -0.0116, -0.0349, -0.0433, -0.0445, -0.0712, -0.07, -0.0304, -0.0254, -0.0052, -0.0052, 0.0134, 0.0082, -0.0055, 0.0148, 0.0166, 0.0168, 0.0202, 0.033, 0.0306, 0.0365, 0.0202, -0.0103, -0.0069, -0.0311, -0.0179, 0.0076, 0.0213, 0.0167, 0.0141, 0.0141, 0.009, 0.0081, 0.0037, -0.0046, -0.0046, 0.0176, 0.0436, 0.0415, 0.036, 0.0387, 0.0378]}
{"unit_id": "orig:1959779732100125103", "ticker_idx": 0, "ts": "2025-08-25T00:47:53+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I leverage $ETH on https://t.co/zxDljmuobI platform. I calculated that if $ETH hits $13k, staked eth should be $21k. It will exit for about $3million dollars.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long leveraged ETH targeting $13k with auto take-profit at that level.", "resolved_tickers": ["ETH-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 leverage $ETH on https://t.co/zxDljmuobI platform. It has a nice auto take profit which executes directly on chain. I calculated that if $ETH hits $13k, staked eth should be $21k.  It will exit for about $3million dollars.\n\nThere are two benefits to do this:\n1. Price spikes tend to happen extremely fast and I won't be awake or even sell fast enough.\n\n2. I can protect it myself against my greedy self.\n\nIf you're on a normal chain you can just put in a GTC (Good til cancel order).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10481640048955554, "ret_signed_m1d": 0.10481640048955554, "alpha_spy_m1d": 0.10039582937889358, "alpha_c_m1d": 0.10039582937889358, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05200997021062914, "ret_signed_p1d": 0.05200997021062914, "alpha_spy_p1d": 0.04782290499649533, "alpha_c_p1d": 0.04782290499649533, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.013381601068973792, "ret_signed_p1w": -0.013381601068973792, "alpha_spy_p1w": -0.017397499064838007, "alpha_c_p1w": -0.017397499064838007, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": -0.04744671070254525, "ret_signed_p1m": -0.04744671070254525, "alpha_spy_p1m": -0.08259054879795158, "alpha_c_p1m": -0.08259054879795158, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.35243871651236025, "ret_signed_p3m": -0.35243871651236025, "alpha_spy_p3m": -0.37091305756659654, "alpha_c_p3m": -0.37091305756659654, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.5444317637609888, "ret_signed_p6m": -0.5444317637609888, "alpha_spy_p6m": -0.6133790142890905, "alpha_c_p6m": -0.6133790142890905, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04744671070254525, "alpha_spy_stated": -0.08259054879795158, "alpha_c_stated": -0.08259054879795158, "price_path": [-0.3866, -0.398, -0.4215, -0.4038, -0.407, -0.4035, -0.4475, -0.4335, -0.3868, -0.3566, -0.3658, -0.3936, -0.4101, -0.419, -0.4258, -0.4228, -0.4234, -0.4495, -0.4462, -0.4402, -0.4468, -0.4475, -0.4457, -0.4314, -0.4499, -0.412, -0.4075, -0.4264, -0.4185, -0.4019, -0.3664, -0.3243, -0.3236, -0.3109, -0.282, -0.229, -0.2049, -0.1884, -0.1394, -0.1427, -0.17, -0.1521, -0.1477, -0.1339, -0.1325, -0.1292, -0.1546, -0.2023, -0.1496, -0.174, -0.1576, -0.1049, -0.083, -0.0334, 0.0498, 0.0876, 0.0401, 0.0153, -0.0138, -0.0685, -0.0088, -0.0343, 0.1048, 0.0, 0.052, 0.0298, 0.0307, -0.0029, -0.0134, -0.0109, 0.0177, -0.017, -0.0151, -0.0148, -0.0146, -0.0055, 0.0202, 0.0783, 0.0352, 0.0299, 0.0503, 0.0496, 0.0224, -0.0389, -0.0474, -0.0502, -0.1154, -0.0771, -0.0356, -0.0519, -0.005, 0.0263, 0.0324, 0.072, 0.0179, 0.0354, -0.0009, -0.1212, -0.0292, -0.0566, -0.0882, -0.1094, -0.1236, -0.0897, -0.1135, -0.1292, -0.1182, -0.1003, -0.0578, -0.0893, -0.1074, -0.13, -0.1203, -0.1762, -0.2471, -0.2167, -0.2426, -0.2144, -0.184, -0.219, -0.2195, -0.2607, -0.2902, -0.3084, -0.2858, -0.3087, -0.3524, -0.3675, -0.3248, -0.3236, -0.3076, -0.3106, -0.3066, -0.3597, -0.3144, -0.2702, -0.2833, -0.3084, -0.2853, -0.2405, -0.2396, -0.2598, -0.2947, -0.3222, -0.3222, -0.3525, -0.3535, -0.319, -0.3126, -0.3223, -0.3264, -0.336, -0.331, -0.3289, -0.3205, -0.3215, -0.3139, -0.2855, -0.2623, -0.2463, -0.2758, -0.2901, -0.295, -0.2929, -0.2403, -0.2329, -0.2415, -0.2464, -0.2713, -0.3287, -0.3188, -0.3255, -0.3247, -0.3308, -0.3089, -0.3125, -0.3555, -0.382, -0.4639, -0.4906, -0.5098, -0.5834, -0.5282, -0.519, -0.5382, -0.5562, -0.5548, -0.5315, -0.5431, -0.5444]}
{"unit_id": "reply:1959013600695394364", "ticker_idx": 0, "ts": "2025-08-22T22:03:33+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Thinking next year maybe $200", "tweet_type": "prediction", "timeline": "months", "summary": "Sees HOOD reaching $200 next year and TSLA hitting $500-600 EOY on city rollouts, comp resolution, and bullish market.", "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": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ $HOOD hit my 1 year target $100 already. Thinking next year maybe $200.\n\n$TSLA hopefully $500-$600 range (wishful). By end of year, we'll see a lot of cities with tesla, elon's comp resolved, and other surprises with a bullish market.", "reply_text": null, "parent_text": "@DeepValueBagger Wow! Insane! 10k FTW. \n\nDo you have any EOY price target in mind for $TSLA and $HOOD? I’m overweight on both👍🏻", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": 0.012784854754539055, "ret_signed_m1d": 0.012784854754539055, "alpha_spy_m1d": 0.00836428364387709, "alpha_c_m1d": 0.006964263299412243, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.005820591455126811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007967394764683222, "ret_signed_p1d": 0.007967394764683222, "alpha_spy_p1d": 0.0037803295505494106, "alpha_c_p1d": 0.00026927997616654764, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.0076981147885166745, "ret_p1w": -0.036223861160572635, "ret_signed_p1w": -0.036223861160572635, "alpha_spy_p1w": -0.04023975915643685, "alpha_c_p1w": -0.04993022518131063, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.013706364020737993, "ret_p1m": 0.16916800161041423, "ret_signed_p1m": 0.16916800161041423, "alpha_spy_p1m": 0.1340241635150079, "alpha_c_p1m": 0.15645731484186598, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.012710686768548252, "ret_p3m": -0.016027453379693024, "ret_signed_p3m": -0.016027453379693024, "alpha_spy_p3m": -0.03450179443392931, "alpha_c_p3m": 0.02118144703956204, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.037208900419255064, "ret_p6m": -0.30109319311570504, "ret_signed_p6m": -0.30109319311570504, "alpha_spy_p6m": -0.3700404436438067, "alpha_c_p6m": -0.2878540096772457, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": -0.013239183438459312, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16916800161041423, "alpha_spy_stated": 0.1340241635150079, "alpha_c_stated": 0.15645731484186598, "price_path": [-0.3965, -0.4075, -0.3872, -0.3702, -0.3356, -0.3305, -0.3282, -0.3063, -0.32, -0.3282, -0.3063, -0.3159, -0.3274, -0.289, -0.3056, -0.2741, -0.2741, -0.2727, -0.2927, -0.2402, -0.2334, -0.217, -0.2308, -0.1326, -0.1446, -0.0923, -0.1254, -0.1254, -0.1341, -0.1544, -0.1241, -0.0856, -0.0889, -0.0739, -0.0778, -0.0435, -0.0231, 0.0167, -0.0334, -0.0564, -0.0543, -0.0557, -0.0286, -0.0108, -0.0428, -0.017, -0.0453, -0.0745, -0.0145, -0.023, -0.0212, 0.0305, 0.062, 0.0526, 0.057, 0.0063, 0.0257, 0.0577, 0.0656, -0.0041, -0.0241, -0.0152, 0.0128, 0.0, 0.008, -0.0465, -0.0394, -0.0362, -0.0362, -0.0658, -0.066, -0.0466, -0.062, 0.0865, 0.0978, 0.0882, 0.0909, 0.0657, 0.0638, 0.0875, 0.0991, 0.1202, 0.156, 0.157, 0.1692, 0.1747, 0.1363, 0.1282, 0.2666, 0.3265, 0.289, 0.3498, 0.3773, 0.3365, 0.3433, 0.3977, 0.4125, 0.2874, 0.3033, 0.2502, 0.2428, 0.2177, 0.2035, 0.2581, 0.2214, 0.1786, 0.2445, 0.2951, 0.3513, 0.3549, 0.3415, 0.2791, 0.3598, 0.3626, 0.2674, 0.32, 0.1773, 0.2077, 0.2588, 0.2223, 0.232, 0.1259, 0.1349, 0.0744, 0.0589, 0.0947, -0.016, -0.0059, 0.0651, 0.0707, 0.1877, 0.1877, 0.1904, 0.1417, 0.1669, 0.2381, 0.27, 0.2224, 0.2639, 0.2573, 0.2568, 0.143, 0.1071, 0.0678, 0.1062, 0.0728, 0.0854, 0.1242, 0.1337, 0.114, 0.1158, 0.1158, 0.0944, 0.0879, 0.0696, 0.0478, 0.0478, 0.0674, 0.1417, 0.1275, 0.0837, 0.069, 0.0679, 0.0888, 0.114, 0.1087, 0.0223, 0.0074, 0.0074, -0.02, -0.0187, -0.0157, -0.0088, -0.0087, -0.025, -0.0421, -0.0621, -0.0784, -0.167, -0.1933, -0.2531, -0.3267, -0.2327, -0.1981, -0.207, -0.2777, -0.3411, -0.2962, -0.2962, -0.3011]}
{"unit_id": "reply:1959013600695394364", "ticker_idx": 1, "ts": "2025-08-22T22:03:33+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA hopefully $500-$600 range (wishful). By end of year, we'll see a lot of cities with tesla, elon's comp resolved, and other surprises with a bullish market", "tweet_type": "prediction", "timeline": "months", "summary": "Sees HOOD reaching $200 next year and TSLA hitting $500-600 EOY on city rollouts, comp resolution, and bullish market.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ $HOOD hit my 1 year target $100 already. Thinking next year maybe $200.\n\n$TSLA hopefully $500-$600 range (wishful). By end of year, we'll see a lot of cities with tesla, elon's comp resolved, and other surprises with a bullish market.", "reply_text": null, "parent_text": "@DeepValueBagger Wow! Insane! 10k FTW. \n\nDo you have any EOY price target in mind for $TSLA and $HOOD? I’m overweight on both👍🏻", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.019013260882408844, "ret_signed_m1d": -0.019013260882408844, "alpha_spy_m1d": -0.02343383199307081, "alpha_c_m1d": -0.021033739196243517, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.0020204783138346727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01462783391499567, "ret_signed_p1d": 0.01462783391499567, "alpha_spy_p1d": 0.010440768700861858, "alpha_c_p1d": 0.010028314120673842, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004599519794321827, "ret_p1w": -0.036728248015454934, "ret_signed_p1w": -0.036728248015454934, "alpha_spy_p1w": -0.04074414601131915, "alpha_c_p1w": -0.03290238778355936, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": -0.0038258602318955726, "ret_p1m": 0.2286497363082307, "ret_signed_p1m": 0.2286497363082307, "alpha_spy_p1m": 0.19350589821282438, "alpha_c_p1m": 0.20410594194831733, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.024543794359913385, "ret_p3m": 0.14030583966085874, "ret_signed_p3m": 0.14030583966085874, "alpha_spy_p3m": 0.12183149860662246, "alpha_c_p3m": 0.1879347522388486, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.047628912577989846, "ret_p6m": 0.18473744273441728, "ret_signed_p6m": 0.18473744273441728, "alpha_spy_p6m": 0.11579019220631559, "alpha_c_p6m": 0.18336152648425474, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.0013759162501625344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2286497363082307, "alpha_spy_stated": 0.19350589821282438, "alpha_c_stated": 0.20410594194831733, "price_path": [0.0297, 0.0341, -0.0004, -0.0113, -0.0067, -0.042, -0.1786, -0.1485, -0.1097, -0.0592, -0.0582, -0.0793, -0.0614, -0.0504, -0.0873, -0.0708, -0.0708, -0.0705, 0.006, -0.0177, -0.055, -0.0601, -0.0663, -0.0835, -0.1324, -0.0893, -0.0902, -0.0902, -0.1519, -0.1408, -0.1463, -0.106, -0.0955, -0.0857, -0.1033, -0.0719, -0.0784, -0.0489, -0.0523, -0.0418, -0.0405, -0.1192, -0.0881, -0.0606, -0.0733, -0.0795, -0.1106, -0.1269, -0.1077, -0.1093, -0.077, -0.0702, -0.0489, -0.0218, -0.0166, -0.0208, -0.0318, -0.0463, -0.033, -0.0499, -0.0655, -0.0764, -0.019, 0.0, 0.0146, 0.0087, -0.0018, -0.0367, -0.0367, -0.0497, -0.0361, -0.0233, 0.0122, -0.0006, 0.0011, 0.0034, 0.0641, 0.1424, 0.183, 0.2164, 0.2287, 0.2027, 0.2293, 0.2528, 0.2286, 0.2775, 0.2216, 0.2706, 0.2787, 0.2831, 0.3256, 0.2579, 0.2401, 0.3077, 0.2495, 0.2657, 0.2566, 0.193, 0.2576, 0.2384, 0.2555, 0.237, 0.2675, 0.2909, 0.277, 0.2665, 0.2954, 0.2514, 0.3053, 0.3288, 0.3315, 0.2698, 0.3173, 0.3513, 0.2818, 0.3332, 0.2865, 0.2392, 0.2846, 0.2684, 0.2424, 0.1598, 0.1666, 0.1798, 0.1577, 0.1656, 0.1403, 0.1284, 0.2054, 0.21, 0.2308, 0.2308, 0.2411, 0.241, 0.2384, 0.2889, 0.3114, 0.3128, 0.2683, 0.2844, 0.3025, 0.2894, 0.3242, 0.3714, 0.4134, 0.3481, 0.3946, 0.3883, 0.4101, 0.4009, 0.4005, 0.4005, 0.371, 0.3261, 0.3111, 0.2975, 0.2975, 0.2639, 0.3031, 0.2492, 0.2447, 0.2574, 0.2839, 0.2953, 0.2902, 0.2672, 0.2653, 0.2623, 0.2623, 0.2096, 0.2448, 0.2965, 0.2956, 0.2556, 0.2432, 0.2448, 0.2018, 0.2418, 0.217, 0.2174, 0.1714, 0.146, 0.1861, 0.204, 0.2268, 0.2356, 0.2033, 0.2044, 0.2044, 0.1847]}
{"unit_id": "orig:1957848802448093692", "ticker_idx": 0, "ts": "2025-08-19T16:55:04+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Slowly sentiment will improve around Intel", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding INTC; expects sentiment to gradually improve on government and SoftBank investment interest.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "My dark horse, $intc\n\nAt one point this position was down over 70%  and just flipped to profitable after President Trump announced intention for govt to invest into $intc and softbank also to invest.\n\nSlowly sentiment will improve around Intel. https://t.co/7XlpglVEel", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06519161016777364, "ret_signed_m1d": -0.06519161016777364, "alpha_spy_m1d": -0.07064640043700043, "alpha_c_m1d": -0.08578495261740593, "bench_spy_m1d": 0.005454790269226795, "bench_c_m1d": 0.02059334244963229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06993277707479939, "ret_signed_p1d": -0.06993277707479939, "alpha_spy_p1d": -0.06727579246634752, "alpha_c_p1d": -0.06336624235345645, "bench_spy_p1d": -0.0026569846084518733, "bench_c_p1d": -0.006566534721342943, "ret_p1w": -0.03792963669416305, "ret_signed_p1w": -0.03792963669416305, "alpha_spy_p1w": -0.04629161007165372, "alpha_c_p1w": -0.05814483481263988, "bench_spy_p1w": 0.008361973377490672, "bench_c_p1w": 0.02021519811847683, "ret_p1m": -0.016199125091401645, "ret_signed_p1m": -0.016199125091401645, "alpha_spy_p1m": -0.04647381873809586, "alpha_c_p1m": -0.06563699717758287, "bench_spy_p1m": 0.030274693646694217, "bench_c_p1m": 0.04943787208618122, "ret_p3m": 0.4033979141548407, "ret_signed_p3m": 0.4033979141548407, "alpha_spy_p3m": 0.3502836855185518, "alpha_c_p3m": 0.21736974203381298, "bench_spy_p3m": 0.053114228636288896, "bench_c_p3m": 0.18602817212102774, "ret_p6m": 0.9079416015202721, "ret_signed_p6m": 0.9079416015202721, "alpha_spy_p6m": 0.8202298587420773, "alpha_c_p6m": 0.47750663450449826, "bench_spy_p6m": 0.08771174277819482, "bench_c_p6m": 0.4304349670157739, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.016199125091401645, "alpha_spy_stated": -0.04647381873809586, "alpha_c_stated": -0.06563699717758287, "price_path": [-0.1881, -0.2078, -0.2078, -0.1881, -0.1952, -0.1999, -0.2276, -0.2201, -0.1983, -0.1999, -0.2102, -0.2074, -0.1908, -0.1276, -0.1829, -0.1794, -0.2043, -0.1806, -0.1782, -0.1509, -0.1509, -0.1671, -0.1628, -0.109, -0.1229, -0.111, -0.1035, -0.115, -0.0972, -0.1355, -0.1114, -0.1114, -0.1308, -0.068, -0.0739, -0.0589, -0.0743, -0.0794, -0.0944, -0.1035, -0.0992, -0.0873, -0.081, -0.0818, -0.0719, -0.1059, -0.1821, -0.1829, -0.1936, -0.1964, -0.2177, -0.2371, -0.2296, -0.2023, -0.1936, -0.2189, -0.2118, -0.1841, -0.1383, -0.1221, -0.0573, -0.0296, -0.0652, 0.0, -0.0699, -0.0715, -0.0202, -0.03, -0.0379, -0.0182, -0.015, -0.0379, -0.0379, -0.0435, -0.0518, -0.0277, -0.0324, -0.0328, -0.0344, -0.0213, -0.0277, -0.0486, -0.0213, -0.0016, -0.0162, 0.2078, 0.1687, 0.1363, 0.1592, 0.2335, 0.3429, 0.4026, 0.3623, 0.3256, 0.42, 0.4737, 0.4552, 0.4457, 0.4686, 0.4789, 0.4935, 0.437, 0.4706, 0.4077, 0.4678, 0.4556, 0.4623, 0.5053, 0.5061, 0.4587, 0.5077, 0.5124, 0.5622, 0.6409, 0.6333, 0.5867, 0.58, 0.5606, 0.4631, 0.5164, 0.4714, 0.5065, 0.5192, 0.4966, 0.497, 0.4188, 0.4034, 0.3714, 0.3564, 0.3872, 0.3283, 0.3631, 0.4141, 0.4156, 0.4544, 0.4544, 0.6025, 0.5808, 0.7175, 0.729, 0.6002, 0.6361, 0.5923, 0.6002, 0.6112, 0.561, 0.4939, 0.482, 0.4741, 0.4243, 0.4334, 0.4548, 0.437, 0.4362, 0.4287, 0.4287, 0.4303, 0.4492, 0.4737, 0.4579, 0.4579, 0.5559, 0.5555, 0.582, 0.6843, 0.6243, 0.7997, 0.7408, 0.8684, 0.9249, 0.9091, 0.8554, 0.8554, 0.9186, 1.1434, 1.1462, 0.7807, 0.6788, 0.7357, 0.9273, 0.9226, 0.836, 0.9285, 0.9459, 0.9202, 0.906, 0.9988, 0.985, 0.8621, 0.9079]}
{"unit_id": "orig:1942361340225675368", "ticker_idx": 0, "ts": "2025-07-07T23:13:25+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Found a $rklb 🐐\n\n16000 shares at $3.88\n100 $30 jan 2027 leaps.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long RKLB via 16,000 shares at $3.88 and 100 Jan 2027 $30 calls; committed multi-year position.", "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": "Found a $rklb 🐐\n\n16000 shares at $3.88\n100 $30 jan 2027 leaps.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003613819916953087, "ret_signed_m1d": 0.003613819916953087, "alpha_spy_m1d": 0.003065784443568864, "alpha_c_m1d": 0.003345119962708809, "bench_spy_m1d": 0.000548035473384223, "bench_c_m1d": 0.00026869995424427806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010325185695693406, "ret_signed_p1d": 0.010325185695693406, "alpha_spy_p1d": 0.004328529617349197, "alpha_c_p1d": 0.00333888306001473, "bench_spy_p1d": 0.005996656078344209, "bench_c_p1d": 0.006986302635678676, "ret_p1w": 0.1512647532721072, "ret_signed_p1w": 0.1512647532721072, "alpha_spy_p1w": 0.14836321930002594, "alpha_c_p1w": 0.14441269678822044, "bench_spy_p1w": 0.0029015339720812605, "bench_c_p1w": 0.006852056483886759, "ret_p1m": 0.13835819730058474, "ret_signed_p1m": 0.13835819730058474, "alpha_spy_p1m": 0.11830461536798831, "alpha_c_p1m": 0.12445266319245829, "bench_spy_p1m": 0.02005358193259643, "bench_c_p1m": 0.01390553410812645, "ret_p3m": 0.4496643627826178, "ret_signed_p3m": 0.4496643627826178, "alpha_spy_p3m": 0.3678941674167755, "alpha_c_p3m": 0.4080955039029408, "bench_spy_p3m": 0.08177019536584229, "bench_c_p3m": 0.041568858879676984, "ret_p6m": 0.800722744289549, "ret_signed_p6m": 0.800722744289549, "alpha_spy_p6m": 0.6951497637017832, "alpha_c_p6m": 0.7507808916656598, "bench_spy_p6m": 0.10557298058776587, "bench_c_p6m": 0.04994185262388928, "ret_p1y": 1.0828600657045633, "ret_signed_p1y": 1.0828600657045633, "alpha_spy_p1y": 0.8860386316581803, "alpha_c_p1y": 0.8300529662115528, "bench_spy_p1y": 0.19682143404638297, "bench_c_p1y": 0.2528070994930105, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": 1.0828600657045633, "alpha_spy_stated": 0.8860386316581803, "alpha_c_stated": 0.8300529662115528, "price_path": [-0.4933, -0.4933, -0.5062, -0.4561, -0.4844, -0.4904, -0.4904, -0.5186, -0.5085, -0.4763, -0.4352, -0.4223, -0.4148, -0.4218, -0.4375, -0.429, -0.4066, -0.4197, -0.4226, -0.4246, -0.4037, -0.4706, -0.4512, -0.4365, -0.3771, -0.349, -0.34, -0.334, -0.3289, -0.3503, -0.3335, -0.3438, -0.3438, -0.2576, -0.2532, -0.294, -0.3085, -0.3134, -0.3103, -0.3054, -0.3172, -0.2535, -0.2349, -0.2987, -0.2938, -0.3185, -0.3441, -0.3147, -0.318, -0.2811, -0.2811, -0.2246, -0.1538, -0.1363, -0.1649, -0.0671, -0.0867, -0.0767, -0.1138, -0.079, -0.0795, -0.0795, 0.0036, 0.0, 0.0103, 0.0093, 0.0075, 0.1154, 0.1513, 0.231, 0.325, 0.3265, 0.2181, 0.2101, 0.2687, 0.2424, 0.2243, 0.1644, 0.1304, 0.1988, 0.1853, 0.1567, 0.1497, 0.1551, 0.1384, 0.1412, 0.1536, 0.1621, 0.1211, 0.11, 0.1051, 0.1427, 0.1608, 0.0563, 0.0503, 0.072, 0.1456, 0.2189, 0.2424, 0.1939, 0.2367, 0.2545, 0.2545, 0.2728, 0.1236, 0.1097, 0.1833, 0.2321, 0.214, 0.1918, 0.2501, 0.3769, 0.3949, 0.2195, 0.2411, 0.2179, 0.2336, 0.2858, 0.3658, 0.2568, 0.2037, 0.1941, 0.2135, 0.2367, 0.2383, 0.3544, 0.4497, 0.5101, 0.5878, 0.6859, 0.7145, 0.6588, 0.6887, 0.7561, 0.7881, 0.7295, 0.7106, 0.7385, 0.6882, 0.5634, 0.6409, 0.6665, 0.6939, 0.6456, 0.7078, 0.5725, 0.6257, 0.5834, 0.4602, 0.4564, 0.2806, 0.333, 0.3397, 0.3227, 0.2899, 0.168, 0.1755, 0.118, 0.1043, 0.126, 0.0191, 0.0403, 0.0958, 0.0996, 0.0823, 0.0823, 0.0878, 0.0421, 0.0816, 0.1544, 0.2744, 0.2663, 0.3309, 0.3792, 0.4848, 0.6399, 0.5872, 0.4303, 0.4324, 0.3929, 0.5467, 0.8203, 1.0018, 0.9923, 0.9923, 0.9923, 0.8237, 0.81, 0.8185, 0.8007]}
{"unit_id": "reply:1957427868000309456", "ticker_idx": 0, "ts": "2025-08-18T13:02:25+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bookmarking this for when hims hits $100", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS to $100; pushes back on bearish thesis, citing differentiated products and strong user base.", "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": "reply_other", "lang": "en", "tweet_text": "@anono_mon @otium33 Too many to address at once..\n\nRe Differentiated products.  They create their own mint sex pills. Other can copy sure, but it is differentiated and they are a leader for this.\n\nI think you are underestimating their user base. \n\nBookmarking this for when hims hits $100", "reply_text": null, "parent_text": "@DeepValueBagger @otium33 1) it is a commodity business.\nThere are at least a dozen similar companies we all recognize \n2) they have no product differentiation or leadership advantages\n3) most people are buying because of trailing 12 month growth driven by glp1\n4) the shortage loophole ended so they are", "quoted_text": null, "parent_author": "anono_mon", "ret_m1d": 0.02039915775541523, "ret_signed_m1d": 0.02039915775541523, "alpha_spy_m1d": 0.020181397789827082, "alpha_c_m1d": 0.020181397789827082, "bench_spy_m1d": 0.00021775996558814903, "bench_c_m1d": 0.00021775996558814903, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0647449726771242, "ret_signed_p1d": -0.0647449726771242, "alpha_spy_p1d": -0.05931977571947078, "alpha_c_p1d": -0.05931977571947078, "bench_spy_p1d": -0.005425196957653422, "bench_c_p1d": -0.005425196957653422, "ret_p1w": -0.04678485292776757, "ret_signed_p1w": -0.04678485292776757, "alpha_spy_p1w": -0.04549460114928261, "alpha_c_p1w": -0.04549460114928261, "bench_spy_p1w": -0.0012902517784849632, "bench_c_p1w": -0.0012902517784849632, "ret_p1m": 0.1283813993663374, "ret_signed_p1m": 0.1283813993663374, "alpha_spy_p1m": 0.10242143765371958, "alpha_c_p1m": 0.10242143765371958, "bench_spy_p1m": 0.02595996171261783, "bench_c_p1m": 0.02595996171261783, "ret_p3m": -0.2006651783426011, "ret_signed_p3m": -0.2006651783426011, "alpha_spy_p3m": -0.2482373849570937, "alpha_c_p3m": -0.2482373849570937, "bench_spy_p3m": 0.047572206614492574, "bench_c_p3m": 0.047572206614492574, "ret_p6m": -0.6177383513436109, "ret_signed_p6m": -0.6177383513436109, "alpha_spy_p6m": -0.699799131891257, "alpha_c_p6m": -0.699799131891257, "bench_spy_p6m": 0.0820607805476461, "bench_c_p6m": 0.0820607805476461, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1283813993663374, "alpha_spy_stated": 0.10242143765371958, "alpha_c_stated": 0.10242143765371958, "price_path": [0.286, 0.1867, 0.2157, 0.2157, 0.1831, 0.1827, 0.1619, 0.2541, 0.2588, 0.2135, 0.1887, 0.1701, 0.249, 0.2608, 0.2251, 0.2763, 0.2672, 0.2302, 0.3255, 0.3135, 0.3541, 0.3541, 0.4239, -0.0692, -0.0477, -0.0818, 0.0262, 0.0956, 0.1053, 0.0634, 0.0523, 0.0639, 0.0639, 0.0736, 0.0856, 0.1361, 0.1146, 0.0619, 0.1537, 0.1188, 0.1497, 0.1084, 0.1171, 0.0554, 0.1089, 0.2865, 0.271, 0.2783, 0.3011, 0.3364, 0.453, 0.4674, 0.3869, 0.4047, 0.231, 0.1337, 0.1319, 0.1517, 0.1082, 0.0634, 0.0716, 0.045, 0.0204, 0.0, -0.0647, -0.0381, -0.0253, -0.0118, -0.0468, 0.0055, -0.0242, -0.0217, -0.061, -0.061, -0.0792, -0.0142, 0.0667, 0.0734, 0.1007, 0.0596, 0.0594, 0.1477, 0.2306, 0.1965, 0.1284, 0.1164, 0.2461, 0.282, 0.2794, 0.2417, 0.1807, 0.2166, 0.2949, 0.3109, 0.2576, 0.2486, 0.2831, 0.165, 0.2142, 0.2854, 0.2898, 0.2916, 0.1962, 0.2135, 0.1978, 0.3916, 0.3115, 0.1038, 0.1388, 0.0945, 0.0523, 0.0752, 0.0816, 0.0694, 0.0448, 0.0339, -0.0231, 0.008, -0.0157, -0.0512, -0.0304, -0.0794, -0.0902, -0.0898, -0.1186, -0.1348, -0.2007, -0.18, -0.2111, -0.196, -0.2055, -0.2545, -0.2304, -0.1623, -0.1776, -0.1486, -0.1486, -0.1184, -0.1683, -0.1949, -0.178, -0.1126, -0.1308, -0.1326, -0.1171, -0.1601, -0.1625, -0.1749, -0.1962, -0.1827, -0.2246, -0.229, -0.2115, -0.2228, -0.2284, -0.2313, -0.2313, -0.2392, -0.2439, -0.2674, -0.28, -0.28, -0.2592, -0.2304, -0.2137, -0.2137, -0.249, -0.2973, -0.2829, -0.286, -0.3055, -0.3075, -0.3042, -0.3042, -0.3244, -0.3594, -0.3233, -0.3432, -0.3286, -0.3419, -0.3643, -0.3377, -0.3993, -0.4137, -0.4337, -0.459, -0.4794, -0.4896, -0.5714, -0.6177]}
{"unit_id": "reply:1945322719525888170", "ticker_idx": 0, "ts": "2025-07-16T03:20:53+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I bet you they will happy to sell at $40 per share all the way down to $10", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on the ETH vehicle: investors who paid $4.50/share will sell from $40 down to $10, implying significant downside.", "resolved_tickers": ["ETH-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": "@OU812_FoRealz But investors paid $4.5 per share to buy that same ETH. And I bet you they will happy to sell at $40 per share all the way down to $10.", "reply_text": null, "parent_text": "@DeepValueBagger Yeah something cooking. Just 1/2B in ETH. https://t.co/7FfPf8WlU1", "quoted_text": null, "parent_author": "OU812_FoRealz", "ret_m1d": -0.06869841847305502, "ret_signed_m1d": 0.06869841847305502, "alpha_spy_m1d": 0.06536628499117869, "alpha_c_m1d": 0.06536628499117869, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0033321334818763315, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03122567831346279, "ret_signed_p1d": -0.03122567831346279, "alpha_spy_p1d": -0.025106040435948218, "alpha_c_p1d": -0.025106040435948218, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.006119637877514572, "ret_p1w": 0.07658201211149396, "ret_signed_p1w": -0.07658201211149396, "alpha_spy_p1w": -0.06057788522883367, "alpha_c_p1w": -0.06057788522883367, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.016004126882660286, "ret_p1m": 0.34900112182081977, "ret_signed_p1m": -0.34900112182081977, "alpha_spy_p1m": -0.31579159958084313, "alpha_c_p1m": -0.31579159958084313, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.03320952223997664, "ret_p3m": 0.2592196842623282, "ret_signed_p3m": -0.2592196842623282, "alpha_spy_p3m": -0.1940851498055174, "alpha_c_p3m": -0.1940851498055174, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06513453445681083, "ret_p6m": -0.07922993503403264, "ret_signed_p6m": 0.07922993503403264, "alpha_spy_p6m": 0.19015997545561447, "alpha_c_p6m": 0.19015997545561447, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.11093004042158183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34900112182081977, "alpha_spy_stated": -0.31579159958084313, "alpha_c_stated": -0.31579159958084313, "price_path": [-0.5287, -0.5314, -0.4788, -0.4673, -0.4751, -0.4701, -0.4665, -0.4664, -0.468, -0.4545, -0.4534, -0.4603, -0.4616, -0.4627, -0.3455, -0.3043, -0.2596, -0.2051, -0.2258, -0.2446, -0.2477, -0.2498, -0.2513, -0.243, -0.2098, -0.2506, -0.2395, -0.2101, -0.2044, -0.2191, -0.2496, -0.2267, -0.2308, -0.2263, -0.2833, -0.2653, -0.2047, -0.1655, -0.1774, -0.2135, -0.2349, -0.2464, -0.2553, -0.2513, -0.2521, -0.286, -0.2817, -0.2739, -0.2824, -0.2834, -0.2811, -0.2625, -0.2864, -0.2373, -0.2315, -0.256, -0.2457, -0.2242, -0.1782, -0.1236, -0.1227, -0.1062, -0.0687, 0.0, 0.0312, 0.0526, 0.1162, 0.112, 0.0766, 0.0998, 0.1055, 0.1234, 0.1252, 0.1295, 0.0965, 0.0347, 0.1031, 0.0713, 0.0927, 0.161, 0.1893, 0.2537, 0.3617, 0.4107, 0.349, 0.3169, 0.2791, 0.2082, 0.2856, 0.2526, 0.433, 0.297, 0.3645, 0.3357, 0.3368, 0.2932, 0.2797, 0.2829, 0.32, 0.275, 0.2775, 0.2778, 0.2781, 0.29, 0.3232, 0.3986, 0.3427, 0.3358, 0.3622, 0.3614, 0.3261, 0.2466, 0.2355, 0.2319, 0.1474, 0.1971, 0.2509, 0.2297, 0.2906, 0.3311, 0.3391, 0.3904, 0.3202, 0.3429, 0.2959, 0.1398, 0.2592, 0.2236, 0.1827, 0.1552, 0.1367, 0.1807, 0.1499, 0.1295, 0.1437, 0.167, 0.222, 0.1812, 0.1577, 0.1284, 0.1411, 0.0685, -0.0234, 0.0159, -0.0176, 0.0189, 0.0584, 0.013, 0.0123, -0.0412, -0.0794, -0.1029, -0.0737, -0.1033, -0.1601, -0.1797, -0.1242, -0.1227, -0.1019, -0.1059, -0.1006, -0.1695, -0.1108, -0.0534, -0.0704, -0.1029, -0.0731, -0.0149, -0.0137, -0.0399, -0.0852, -0.1208, -0.1208, -0.1602, -0.1615, -0.1167, -0.1084, -0.1211, -0.1263, -0.1388, -0.1322, -0.1296, -0.1187, -0.12, -0.1101, -0.0733, -0.0431, -0.0224, -0.0607, -0.0792]}
{"unit_id": "orig:1963947019719815490", "ticker_idx": 0, "ts": "2025-09-05T12:47:12+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not when $TSLA hits $8 trillion dollar in 10 years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish TSLA to $8T market cap in 10 years; Elon's pay package justified by future scale.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Most people are saying Elon's pay package is 1 trillion dollars. Yeah... it's a lot for today, but not when $TSLA hits $8 trillion dollar in 10 years.  It's an art, and you have to see the future.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.035087212652739064, "ret_signed_m1d": -0.035087212652739064, "alpha_spy_m1d": -0.037991819062552556, "alpha_c_m1d": -0.03529990935058369, "bench_spy_m1d": 0.0029046064098134927, "bench_c_m1d": 0.00021269669784462764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01265534855703887, "ret_signed_p1d": -0.01265534855703887, "alpha_spy_p1d": -0.015111926293017275, "alpha_c_p1d": -0.01652587905674463, "bench_spy_p1d": 0.0024565777359784047, "bench_c_p1d": 0.00387053049970576, "ret_p1w": 0.12854864489304196, "ret_signed_p1w": 0.12854864489304196, "alpha_spy_p1w": 0.11283579589977633, "alpha_c_p1w": 0.11357694264513474, "bench_spy_p1w": 0.015712848993265638, "bench_c_p1w": 0.014971702247907226, "ret_p1m": 0.2918994548257814, "ret_signed_p1m": 0.2918994548257814, "alpha_spy_p1m": 0.25137045109510137, "alpha_c_p1m": 0.269726347314599, "bench_spy_p1m": 0.040529003730680024, "bench_c_p1m": 0.0221731075111824, "ret_p3m": 0.27334395991762594, "ret_signed_p3m": 0.27334395991762594, "alpha_spy_p3m": 0.21378942188963102, "alpha_c_p3m": 0.2550481850145674, "bench_spy_p3m": 0.05955453802799493, "bench_c_p3m": 0.01829577490305856, "ret_p6m": 0.14958388876445294, "ret_signed_p6m": 0.14958388876445294, "alpha_spy_p6m": 0.08302936751727241, "alpha_c_p6m": 0.16406466191825775, "bench_spy_p6m": 0.06655452124718053, "bench_c_p6m": -0.014480773153804805, "ret_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": [-0.0705, -0.0696, -0.0904, -0.0728, -0.0619, -0.0983, -0.0821, -0.0821, -0.0817, -0.0062, -0.0296, -0.0664, -0.0714, -0.0776, -0.0946, -0.1429, -0.1003, -0.1012, -0.1012, -0.1622, -0.1512, -0.1567, -0.1168, -0.1064, -0.0967, -0.1142, -0.0831, -0.0896, -0.0604, -0.0637, -0.0534, -0.0521, -0.1298, -0.0991, -0.072, -0.0845, -0.0906, -0.1213, -0.1374, -0.1185, -0.1201, -0.0882, -0.0814, -0.0604, -0.0337, -0.0285, -0.0327, -0.0435, -0.0578, -0.0447, -0.0614, -0.0768, -0.0876, -0.0309, -0.0121, 0.0024, -0.0035, -0.0139, -0.0484, -0.0484, -0.0612, -0.0477, -0.0351, 0.0, -0.0127, -0.011, -0.0087, 0.0512, 0.1285, 0.1687, 0.2017, 0.2138, 0.1881, 0.2144, 0.2376, 0.2138, 0.2621, 0.2068, 0.2553, 0.2633, 0.2676, 0.3096, 0.2427, 0.2251, 0.2919, 0.2344, 0.2504, 0.2414, 0.1786, 0.2424, 0.2235, 0.2403, 0.2221, 0.2522, 0.2753, 0.2615, 0.2512, 0.2797, 0.2362, 0.2895, 0.3127, 0.3154, 0.2544, 0.3013, 0.335, 0.2663, 0.317, 0.271, 0.2243, 0.269, 0.253, 0.2273, 0.1458, 0.1525, 0.1655, 0.1437, 0.1515, 0.1265, 0.1147, 0.1908, 0.1954, 0.2159, 0.2159, 0.2261, 0.226, 0.2235, 0.2733, 0.2955, 0.2969, 0.2529, 0.2689, 0.2868, 0.2738, 0.3082, 0.3548, 0.3963, 0.3318, 0.3778, 0.3716, 0.393, 0.384, 0.3835, 0.3835, 0.3544, 0.3101, 0.2953, 0.2818, 0.2818, 0.2486, 0.2874, 0.2341, 0.2296, 0.2422, 0.2684, 0.2797, 0.2747, 0.2519, 0.2501, 0.247, 0.247, 0.195, 0.2297, 0.2808, 0.28, 0.2405, 0.2282, 0.2298, 0.1873, 0.2268, 0.2023, 0.2027, 0.1573, 0.1322, 0.1718, 0.1895, 0.212, 0.2207, 0.1888, 0.1898, 0.1898, 0.1704, 0.1724, 0.1735, 0.1738, 0.1396, 0.1669, 0.1897, 0.1646, 0.1473, 0.1496]}
{"unit_id": "quote:1959020735545913445", "ticker_idx": 0, "ts": "2025-08-22T22:31:54+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I prefer to bet the best in one area. Therefore I have $HOOD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD as best-in-class fintech pick; also holds ACHR in a separate account.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Good observation. I prefer to bet the best in one area. Therefore I have $HOOD but you don't see $SOFI or $COIN.   \n\nTesla might make it flying drone 😀. I also own $ACHR on a different account.", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger I know some people might disagree, but I really like how diversified this portfolio is, even with only four stocks.\n\nHOOD - Fintech\nHIMS - Telehealth\nRKLB - Space\nTSLA - AI + EV + Energy + more\n\nHonestly, all it needs is a drone stock to round it out perfectly.", "parent_author": null, "ret_m1d": 0.012784854754539055, "ret_signed_m1d": 0.012784854754539055, "alpha_spy_m1d": 0.00836428364387709, "alpha_c_m1d": 0.006964263299412243, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.005820591455126811, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007967394764683222, "ret_signed_p1d": 0.007967394764683222, "alpha_spy_p1d": 0.0037803295505494106, "alpha_c_p1d": 0.00026927997616654764, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.0076981147885166745, "ret_p1w": -0.036223861160572635, "ret_signed_p1w": -0.036223861160572635, "alpha_spy_p1w": -0.04023975915643685, "alpha_c_p1w": -0.04993022518131063, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.013706364020737993, "ret_p1m": 0.16916800161041423, "ret_signed_p1m": 0.16916800161041423, "alpha_spy_p1m": 0.1340241635150079, "alpha_c_p1m": 0.15645731484186598, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.012710686768548252, "ret_p3m": -0.016027453379693024, "ret_signed_p3m": -0.016027453379693024, "alpha_spy_p3m": -0.03450179443392931, "alpha_c_p3m": 0.02118144703956204, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.037208900419255064, "ret_p6m": -0.30109319311570504, "ret_signed_p6m": -0.30109319311570504, "alpha_spy_p6m": -0.3700404436438067, "alpha_c_p6m": -0.2878540096772457, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": -0.013239183438459312, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16916800161041423, "alpha_spy_stated": 0.1340241635150079, "alpha_c_stated": 0.15645731484186598, "price_path": [-0.3965, -0.4075, -0.3872, -0.3702, -0.3356, -0.3305, -0.3282, -0.3063, -0.32, -0.3282, -0.3063, -0.3159, -0.3274, -0.289, -0.3056, -0.2741, -0.2741, -0.2727, -0.2927, -0.2402, -0.2334, -0.217, -0.2308, -0.1326, -0.1446, -0.0923, -0.1254, -0.1254, -0.1341, -0.1544, -0.1241, -0.0856, -0.0889, -0.0739, -0.0778, -0.0435, -0.0231, 0.0167, -0.0334, -0.0564, -0.0543, -0.0557, -0.0286, -0.0108, -0.0428, -0.017, -0.0453, -0.0745, -0.0145, -0.023, -0.0212, 0.0305, 0.062, 0.0526, 0.057, 0.0063, 0.0257, 0.0577, 0.0656, -0.0041, -0.0241, -0.0152, 0.0128, 0.0, 0.008, -0.0465, -0.0394, -0.0362, -0.0362, -0.0658, -0.066, -0.0466, -0.062, 0.0865, 0.0978, 0.0882, 0.0909, 0.0657, 0.0638, 0.0875, 0.0991, 0.1202, 0.156, 0.157, 0.1692, 0.1747, 0.1363, 0.1282, 0.2666, 0.3265, 0.289, 0.3498, 0.3773, 0.3365, 0.3433, 0.3977, 0.4125, 0.2874, 0.3033, 0.2502, 0.2428, 0.2177, 0.2035, 0.2581, 0.2214, 0.1786, 0.2445, 0.2951, 0.3513, 0.3549, 0.3415, 0.2791, 0.3598, 0.3626, 0.2674, 0.32, 0.1773, 0.2077, 0.2588, 0.2223, 0.232, 0.1259, 0.1349, 0.0744, 0.0589, 0.0947, -0.016, -0.0059, 0.0651, 0.0707, 0.1877, 0.1877, 0.1904, 0.1417, 0.1669, 0.2381, 0.27, 0.2224, 0.2639, 0.2573, 0.2568, 0.143, 0.1071, 0.0678, 0.1062, 0.0728, 0.0854, 0.1242, 0.1337, 0.114, 0.1158, 0.1158, 0.0944, 0.0879, 0.0696, 0.0478, 0.0478, 0.0674, 0.1417, 0.1275, 0.0837, 0.069, 0.0679, 0.0888, 0.114, 0.1087, 0.0223, 0.0074, 0.0074, -0.02, -0.0187, -0.0157, -0.0088, -0.0087, -0.025, -0.0421, -0.0621, -0.0784, -0.167, -0.1933, -0.2531, -0.3267, -0.2327, -0.1981, -0.207, -0.2777, -0.3411, -0.2962, -0.2962, -0.3011]}
{"unit_id": "quote:1959020735545913445", "ticker_idx": 1, "ts": "2025-08-22T22:31:54+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I also own $ACHR on a different account", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD as best-in-class fintech pick; also holds ACHR in a separate account.", "resolved_tickers": ["ACHR"], "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": "Good observation. I prefer to bet the best in one area. Therefore I have $HOOD but you don't see $SOFI or $COIN.   \n\nTesla might make it flying drone 😀. I also own $ACHR on a different account.", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger I know some people might disagree, but I really like how diversified this portfolio is, even with only four stocks.\n\nHOOD - Fintech\nHIMS - Telehealth\nRKLB - Space\nTSLA - AI + EV + Energy + more\n\nHonestly, all it needs is a drone stock to round it out perfectly.", "parent_author": null, "ret_m1d": 0.03201709652069673, "ret_signed_m1d": 0.03201709652069673, "alpha_spy_m1d": 0.027596525410034767, "alpha_c_m1d": 0.021925441408316315, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010672297653869567, "ret_signed_p1d": -0.010672297653869567, "alpha_spy_p1d": -0.014859362868003378, "alpha_c_p1d": -0.020962026244272458, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": -0.044823914773066686, "ret_signed_p1w": -0.044823914773066686, "alpha_spy_p1w": -0.0488398127689309, "alpha_c_p1w": -0.0474622779664271, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.06723587215960003, "ret_signed_p1m": 0.06723587215960003, "alpha_spy_p1m": 0.0320920340641937, "alpha_c_p1m": 0.053633433460181346, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.26680896803990006, "ret_signed_p3m": -0.26680896803990006, "alpha_spy_p3m": -0.28528330909413635, "alpha_c_p3m": -0.24590513113337764, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": -0.27214511686683485, "ret_signed_p6m": -0.27214511686683485, "alpha_spy_p6m": -0.34109236739493654, "alpha_c_p6m": -0.43569284834444166, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06723587215960003, "alpha_spy_stated": 0.0320920340641937, "alpha_c_stated": 0.053633433460181346, "price_path": [0.1686, 0.1313, 0.0768, 0.0384, 0.0374, 0.0288, -0.0011, 0.0875, 0.2017, 0.2145, 0.2988, 0.2519, 0.0662, 0.1078, 0.0587, 0.0886, 0.0886, 0.0715, 0.0672, 0.1451, 0.0598, 0.1302, 0.1174, 0.158, 0.0544, 0.0651, 0.0854, 0.0854, 0.0694, 0.1067, 0.1153, 0.1505, 0.1217, 0.1526, 0.2017, 0.2903, 0.4301, 0.4184, 0.2647, 0.1729, 0.2124, 0.1729, 0.1964, 0.1515, 0.0875, 0.0832, 0.0704, 0.0288, 0.1131, 0.1025, 0.0512, 0.0459, 0.0374, 0.0181, 0.0939, 0.0886, 0.0662, 0.048, 0.0512, -0.0085, -0.0149, 0.0011, 0.032, 0.0, -0.0107, -0.0235, -0.0181, -0.0448, -0.0448, -0.0822, -0.1046, -0.0982, -0.0928, -0.0918, -0.1003, -0.1195, -0.0939, -0.0662, -0.0267, -0.0277, -0.0395, -0.0128, 0.0523, 0.0192, 0.0672, 0.0363, -0.0043, -0.0096, 0.0299, 0.0224, 0.047, 0.0864, 0.2348, 0.4557, 0.3319, 0.3298, 0.3511, 0.2775, 0.3629, 0.3895, 0.3906, 0.2668, 0.1996, 0.2785, 0.2177, 0.159, 0.1644, 0.2049, 0.2102, 0.1889, 0.1932, 0.1697, 0.1974, 0.1121, 0.0203, 0.0213, -0.0523, -0.127, -0.0982, -0.0459, -0.0768, -0.1505, -0.159, -0.2081, -0.1878, -0.2028, -0.2668, -0.2337, -0.206, -0.2124, -0.2006, -0.2006, -0.1686, -0.2038, -0.1836, -0.1089, -0.0448, -0.0822, -0.0811, -0.079, -0.1067, -0.0864, -0.1142, -0.1644, -0.1515, -0.191, -0.1654, -0.1291, -0.1035, -0.1313, -0.1323, -0.1323, -0.158, -0.1782, -0.1942, -0.1974, -0.1974, -0.1323, -0.0864, -0.0587, -0.1014, -0.0704, -0.0598, -0.0544, -0.0961, -0.0491, -0.0544, -0.0544, -0.0544, -0.0768, -0.0961, -0.0384, -0.0811, -0.143, -0.1366, -0.175, -0.207, -0.2327, -0.2476, -0.2316, -0.2583, -0.3074, -0.2209, -0.2134, -0.2348, -0.2561, -0.2785, -0.2775, -0.2775, -0.2721]}
{"unit_id": "reply:1959431194589778234", "ticker_idx": 0, "ts": "2025-08-24T01:42:55+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's the only company hyperscaler trusts them with. With their partnership with Nvidia, they are the first to launch the cutting edge hardwares. They are the first to many things...; And they have economy of scale.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWV: exclusive hyperscaler trust, Nvidia partnership, first-mover on cutting-edge hardware, and scale advantages create a durable moat.", "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": "It's the only company hyperscaler trusts them with. With their partnership with Nvidia, they are the first to launch the cutting edge hardwares.  They are the first to many things...; And they have economy of scale. As eng you know well many companies doing training they want capacity available immediately - they can't split across multiple companies because of the training data.\n\nhttps://t.co/l59dmrI7A3\n\nhttps://t.co/XCH1xkmTrh", "reply_text": null, "parent_text": "@DeepValueBagger @ishaanshah124 Have a 1 share reminder to look into CRWV.  But was thinking it’s going to be a brutal market and not sure what the moat could be.", "quoted_text": null, "parent_author": "CaminaDrummer4", "ret_m1d": 0.017428021846926267, "ret_signed_m1d": 0.017428021846926267, "alpha_spy_m1d": 0.013007450736264303, "alpha_c_m1d": 0.013007450736264303, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010716582520063911, "ret_signed_p1d": -0.010716582520063911, "alpha_spy_p1d": -0.014903647734197722, "alpha_c_p1d": -0.014903647734197722, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": 0.11539298526786834, "ret_signed_p1w": 0.11539298526786834, "alpha_spy_p1w": 0.11137708727200413, "alpha_c_p1w": 0.11137708727200413, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": 0.41686515783919487, "ret_signed_p1m": 0.41686515783919487, "alpha_spy_p1m": 0.38172131974378853, "alpha_c_p1m": 0.38172131974378853, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.2508118516759108, "ret_signed_p3m": -0.2508118516759108, "alpha_spy_p3m": -0.2692861927301471, "alpha_c_p3m": -0.2692861927301471, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.014938269045758235, "ret_signed_p6m": -0.014938269045758235, "alpha_spy_p6m": -0.08388551957385992, "alpha_c_p6m": -0.08388551957385992, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41686515783919487, "alpha_spy_stated": 0.38172131974378853, "alpha_c_stated": 0.38172131974378853, "price_path": [0.2573, 0.1426, 0.2049, 0.3011, 0.6289, 0.7655, 0.4619, 0.5172, 0.7547, 0.6768, 0.6205, 0.6126, 0.5933, 0.7157, 0.8611, 0.8402, 0.8402, 0.9872, 0.8801, 0.8686, 0.7266, 0.7112, 0.7319, 0.7651, 0.688, 0.6429, 0.7883, 0.7883, 0.7287, 0.6394, 0.6567, 0.497, 0.3622, 0.4329, 0.5219, 0.5484, 0.4312, 0.3317, 0.3521, 0.4047, 0.3645, 0.299, 0.2516, 0.1938, 0.1771, 0.1138, 0.2354, 0.1273, 0.1475, 0.2107, 0.1933, 0.3107, 0.4024, 0.5131, 0.6102, 0.2747, 0.0771, 0.0822, 0.0478, 0.0055, -0.0093, -0.0172, 0.0174, 0.0, -0.0107, 0.0493, 0.1127, 0.1154, 0.1154, 0.0104, -0.0271, -0.053, -0.0356, 0.0127, 0.0849, 0.268, 0.2199, 0.212, 0.3041, 0.2855, 0.3083, 0.314, 0.3516, 0.4422, 0.4169, 0.444, 0.3711, 0.3027, 0.3263, 0.4814, 0.4835, 0.4938, 0.4591, 0.4489, 0.3946, 0.5153, 0.5488, 0.4985, 0.533, 0.4512, 0.5073, 0.5343, 0.4816, 0.3754, 0.3538, 0.3155, 0.3351, 0.4348, 0.4728, 0.4592, 0.5147, 0.4187, 0.4474, 0.3674, 0.253, 0.2386, 0.1575, 0.1259, 0.1432, -0.0432, -0.0752, -0.152, -0.1626, -0.1846, -0.1892, -0.189, -0.2508, -0.2244, -0.2033, -0.2283, -0.1958, -0.1958, -0.2085, -0.1658, -0.177, -0.1409, -0.0718, -0.0442, -0.0665, -0.0186, -0.0457, -0.0541, -0.1493, -0.2168, -0.2477, -0.3013, -0.2674, -0.1015, -0.0817, -0.1312, -0.1462, -0.1462, -0.1728, -0.189, -0.2, -0.2248, -0.2248, -0.1414, -0.168, -0.1563, -0.1645, -0.1655, -0.1325, -0.0265, -0.053, -0.0279, 0.0285, 0.0958, 0.0958, 0.0307, 0.0181, -0.0064, 0.0065, 0.0642, 0.1784, 0.1477, 0.0774, 0.0088, -0.0372, -0.0251, -0.1074, -0.1919, -0.0263, 0.0477, 0.0296, 0.03, 0.0359, 0.0396, 0.0396, -0.0149]}
{"unit_id": "reply:1966897042791576022", "ticker_idx": 0, "ts": "2025-09-13T16:09:32+00:00", "symbol": "LINK-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would say it's a decent bet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Soft long Chainlink as Ethereum ecosystem play; demand grows with ETH, decent bet with no strong conviction.", "resolved_tickers": ["LINK-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": "@20Tom23 It's an Ethereum ecosystem play. Chainlink provides real world data to defi and it will grow in demand with eth. No specific strong conviction but I would say it's a decent bet", "reply_text": null, "parent_text": "@DeepValueBagger Thoughts on Chainlink DVB?", "quoted_text": null, "parent_author": "20Tom23", "ret_m1d": 0.06577531159188865, "ret_signed_m1d": 0.06577531159188865, "alpha_spy_m1d": 0.07107107991668404, "alpha_c_m1d": 0.07107107991668404, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0038287002176171647, "ret_signed_p1d": -0.0038287002176171647, "alpha_spy_p1d": -0.002451815392921608, "alpha_c_p1d": -0.002451815392921608, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.08160696232592302, "ret_signed_p1w": -0.08160696232592302, "alpha_spy_p1w": -0.09337668510856756, "alpha_c_p1w": -0.09337668510856756, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.18959283860075127, "ret_signed_p1m": -0.18959283860075127, "alpha_spy_p1m": -0.19436804996788504, "alpha_c_p1m": -0.19436804996788504, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.4037442541798242, "ret_signed_p3m": -0.4037442541798242, "alpha_spy_p3m": -0.4493944382235535, "alpha_c_p3m": -0.4493944382235535, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.6191180022988537, "ret_signed_p6m": -0.6191180022988537, "alpha_spy_p6m": -0.649612275565392, "alpha_c_p6m": -0.649612275565392, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18959283860075127, "alpha_spy_stated": -0.19436804996788504, "alpha_c_stated": -0.19436804996788504, "price_path": [-0.4444, -0.4456, -0.4694, -0.4541, -0.4315, -0.443, -0.4518, -0.4462, -0.4327, -0.4532, -0.4251, -0.4205, -0.4416, -0.4306, -0.4078, -0.3956, -0.3539, -0.3513, -0.331, -0.3177, -0.293, -0.2369, -0.2435, -0.1718, -0.1663, -0.229, -0.2407, -0.2245, -0.2352, -0.2443, -0.2489, -0.2811, -0.3173, -0.2748, -0.3053, -0.2925, -0.2169, -0.1565, -0.1045, -0.0026, 0.0176, -0.0469, -0.0777, 0.0922, -0.0028, 0.118, 0.0509, 0.134, -0.008, 0.0346, 0.0073, 0.0677, -0.0064, -0.0468, -0.0044, 0.0046, -0.0523, -0.0548, -0.0226, -0.0224, -0.0012, 0.0374, 0.0658, 0.0, -0.0038, 0.0171, 0.0447, -0.0037, -0.0816, -0.0865, -0.0833, -0.1474, -0.106, -0.0778, -0.0956, -0.0425, -0.0344, -0.045, -0.0089, -0.0733, -0.0409, -0.0667, -0.2642, -0.1577, -0.1896, -0.2341, -0.262, -0.2957, -0.2089, -0.2526, -0.2704, -0.2616, -0.242, -0.2276, -0.2436, -0.2321, -0.2875, -0.269, -0.3537, -0.3757, -0.3576, -0.376, -0.3314, -0.307, -0.3514, -0.358, -0.3816, -0.4149, -0.4358, -0.4151, -0.4267, -0.452, -0.4861, -0.4503, -0.446, -0.4295, -0.434, -0.4429, -0.4876, -0.4272, -0.3772, -0.3956, -0.4231, -0.4171, -0.3887, -0.4014, -0.4037, -0.4214, -0.4545, -0.4516, -0.481, -0.494, -0.4687, -0.4667, -0.4748, -0.4798, -0.4888, -0.4837, -0.4789, -0.4736, -0.4832, -0.4663, -0.4376, -0.4099, -0.4046, -0.4306, -0.4397, -0.4438, -0.4459, -0.4046, -0.4015, -0.4155, -0.418, -0.454, -0.4864, -0.4748, -0.4809, -0.4823, -0.4936, -0.4897, -0.4983, -0.5294, -0.5434, -0.5842, -0.5993, -0.6077, -0.6647, -0.6235, -0.6256, -0.637, -0.6476, -0.6437, -0.6282, -0.6216, -0.6256, -0.6354, -0.6367, -0.6209, -0.6496, -0.6522, -0.6075, -0.6142, -0.6307, -0.6206, -0.6264, -0.6036, -0.6101, -0.6271, -0.6243, -0.6191]}
{"unit_id": "orig:1945871885046087968", "ticker_idx": 0, "ts": "2025-07-17T15:43:04+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Today is a good day to trim $rklb", "tweet_type": "prediction", "timeline": "intraday", "summary": "Recommends trimming RKLB today.", "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": "Today is a good day to trim $rklb\n\nIt's not because I have covered calls 🤣", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07091375559124757, "ret_signed_m1d": 0.07091375559124757, "alpha_spy_m1d": 0.06483133989521328, "alpha_c_m1d": 0.06175696789939722, "bench_spy_m1d": -0.0060824156960342934, "bench_c_m1d": -0.009156787691850354, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0011688594672414343, "ret_signed_p1d": -0.0011688594672414343, "alpha_spy_p1d": -0.0019011940689852569, "alpha_c_p1d": -0.0034085745495813224, "bench_spy_p1d": -0.0007323346017438226, "bench_c_p1d": -0.002239715082339888, "ret_p1w": -0.06234172314023667, "ret_signed_p1w": 0.06234172314023667, "alpha_spy_p1w": 0.07250037238232487, "alpha_c_p1w": 0.07334308389085387, "bench_spy_p1w": 0.010158649242088202, "bench_c_p1w": 0.011001360750617195, "ret_p1m": -0.13754142063988217, "ret_signed_p1m": 0.13754142063988217, "alpha_spy_p1m": 0.16206229812078488, "alpha_c_p1m": 0.12858235668154872, "bench_spy_p1m": 0.024520877480902703, "bench_c_p1m": -0.008959063958333457, "ret_p3m": 0.3253457306159431, "ret_signed_p3m": -0.3253457306159431, "alpha_spy_p3m": -0.26798309027310085, "alpha_c_p3m": -0.31168894623306365, "bench_spy_p3m": 0.05736264034284222, "bench_c_p3m": 0.013656784382879428, "ret_p6m": 0.6530293288005844, "ret_signed_p6m": -0.6530293288005844, "alpha_spy_p6m": -0.5415541083976421, "alpha_c_p6m": -0.5782210327525645, "bench_spy_p6m": 0.11147522040294233, "bench_c_p6m": 0.07480829604801986, "ret_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": -0.0011688594672414343, "alpha_spy_stated": -0.0019011940689852569, "alpha_c_stated": -0.0034085745495813224, "price_path": [-0.6367, -0.6291, -0.6047, -0.5737, -0.564, -0.5583, -0.5636, -0.5755, -0.5691, -0.5521, -0.562, -0.5642, -0.5658, -0.55, -0.6004, -0.5858, -0.5747, -0.5299, -0.5087, -0.5019, -0.4974, -0.4935, -0.5096, -0.497, -0.5048, -0.5048, -0.4397, -0.4364, -0.4672, -0.4781, -0.4818, -0.4794, -0.4757, -0.4847, -0.4366, -0.4226, -0.4707, -0.467, -0.4857, -0.505, -0.4828, -0.4853, -0.4574, -0.4574, -0.4148, -0.3614, -0.3481, -0.3698, -0.2959, -0.3107, -0.3031, -0.3312, -0.3049, -0.3053, -0.3053, -0.2425, -0.2453, -0.2375, -0.2383, -0.2396, -0.1582, -0.1311, -0.0709, 0.0, 0.0012, -0.0807, -0.0867, -0.0425, -0.0623, -0.076, -0.1212, -0.1469, -0.0953, -0.1054, -0.127, -0.1323, -0.1282, -0.1409, -0.1387, -0.1294, -0.1229, -0.1539, -0.1623, -0.166, -0.1375, -0.1239, -0.2028, -0.2073, -0.1909, -0.1354, -0.0801, -0.0623, -0.099, -0.0666, -0.0532, -0.0532, -0.0394, -0.152, -0.1625, -0.107, -0.0701, -0.0838, -0.1005, -0.0565, 0.0392, 0.0528, -0.0796, -0.0633, -0.0808, -0.069, -0.0296, 0.0308, -0.0514, -0.0916, -0.0988, -0.0842, -0.0666, -0.0655, 0.0222, 0.0941, 0.1397, 0.1983, 0.2724, 0.294, 0.2519, 0.2745, 0.3253, 0.3495, 0.3053, 0.2911, 0.3121, 0.2741, 0.1799, 0.2385, 0.2577, 0.2784, 0.242, 0.2889, 0.1868, 0.227, 0.195, 0.1021, 0.0992, -0.0335, 0.006, 0.0111, -0.0018, -0.0265, -0.1184, -0.1128, -0.1562, -0.1666, -0.1502, -0.2309, -0.2149, -0.173, -0.1701, -0.1831, -0.1831, -0.179, -0.2135, -0.1837, -0.1288, -0.0382, -0.0443, 0.0045, 0.0409, 0.1206, 0.2377, 0.1979, 0.0795, 0.081, 0.0512, 0.1673, 0.3739, 0.5108, 0.5036, 0.5036, 0.5036, 0.3764, 0.3661, 0.3725, 0.359, 0.359, 0.4804, 0.5223, 0.676, 0.638, 0.6185, 0.653]}
{"unit_id": "quote:1944255049963606162", "ticker_idx": 0, "ts": "2025-07-13T04:38:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holy shit $tsla is mass producing its own AI chip specifically for real world ai, outperforming nvda general purpose chips and becoming the world supplier in real world ai chip supplier competing with $nvda", "tweet_type": "analysis", "timeline": "months", "summary": "Strongly bullish TSLA on Dojo 2 mass production as world-class real-world AI chip; bearish NVDA as TSLA directly competes and outperforms its general-purpose chips.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Holy shit $tsla is mass producing its own AI chip specifically for real world ai, outperforming nvda general purpose  chips and becoming the world supplier in real world ai chip supplier competing with $nvda.", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA DOJO 2 ENTERING MASS PRODUCTION BY YEAR-END USING $TSM INFO-SOW PACKAGING TECH https://t.co/f3PLBZrr6D", "parent_author": null, "ret_m1d": -0.01069733100710224, "ret_signed_m1d": -0.01069733100710224, "alpha_spy_m1d": -0.008792879705281087, "alpha_c_m1d": -0.007007806516754811, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.003689524490347429, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01931207079538977, "ret_signed_p1d": -0.01931207079538977, "alpha_spy_p1d": -0.015038858183975323, "alpha_c_p1d": -0.005003911469925515, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.014308159325464254, "ret_p1w": 0.03657304058414246, "ret_signed_p1w": 0.03657304058414246, "alpha_spy_p1w": 0.030234976872433927, "alpha_c_p1w": 0.03220857354520912, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.0043644670389333395, "ret_p1m": 0.07554434491161999, "ret_signed_p1m": 0.07554434491161999, "alpha_spy_p1m": 0.046927401063105334, "alpha_c_p1m": 0.05534180264416455, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.020202542267455437, "ret_p3m": 0.3743768284425759, "ret_signed_p3m": 0.3743768284425759, "alpha_spy_p3m": 0.2972160312990355, "alpha_c_p3m": 0.31415244169931933, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.060224386743256586, "ret_p6m": 0.36623540484038264, "ret_signed_p6m": 0.36623540484038264, "alpha_spy_p6m": 0.25265210000994864, "alpha_c_p6m": 0.27265709399982985, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.09357831084055279, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07554434491161999, "alpha_spy_stated": 0.046927401063105334, "alpha_c_stated": 0.05534180264416455, "price_path": [-0.2378, -0.2383, -0.2383, -0.2821, -0.2491, -0.2088, -0.1811, -0.1008, -0.0979, -0.0785, -0.1096, -0.1148, -0.0937, -0.1156, -0.1311, -0.1284, -0.1012, -0.0588, 0.0047, 0.0542, 0.0971, 0.0818, 0.1044, 0.0795, 0.0849, 0.0559, 0.0762, 0.0708, 0.0708, 0.1451, 0.1262, 0.1311, 0.0933, 0.0814, 0.0864, 0.0478, -0.1016, -0.0687, -0.0263, 0.029, 0.0301, 0.007, 0.0265, 0.0386, -0.0017, 0.0163, 0.0163, 0.0166, 0.1003, 0.0744, 0.0336, 0.028, 0.0212, 0.0024, -0.0511, -0.0039, -0.0049, -0.0049, -0.0725, -0.0602, -0.0663, -0.0222, -0.0107, 0.0, -0.0193, 0.0151, 0.0079, 0.0402, 0.0366, 0.048, 0.0494, -0.0366, -0.0027, 0.0274, 0.0136, 0.0068, -0.0272, -0.045, -0.0241, -0.0258, 0.0095, 0.0169, 0.0402, 0.0698, 0.0755, 0.0709, 0.0589, 0.0431, 0.0576, 0.0392, 0.0221, 0.0101, 0.0729, 0.0937, 0.1097, 0.1032, 0.0918, 0.0536, 0.0536, 0.0393, 0.0542, 0.0683, 0.1071, 0.0931, 0.0949, 0.0975, 0.1638, 0.2494, 0.2939, 0.3305, 0.3438, 0.3154, 0.3445, 0.3702, 0.3438, 0.3973, 0.336, 0.3897, 0.3986, 0.4033, 0.4499, 0.3758, 0.3564, 0.4303, 0.3666, 0.3843, 0.3744, 0.3048, 0.3755, 0.3545, 0.3731, 0.353, 0.3863, 0.4119, 0.3967, 0.3852, 0.4168, 0.3686, 0.4276, 0.4533, 0.4563, 0.3888, 0.4407, 0.478, 0.4019, 0.4581, 0.4071, 0.3554, 0.405, 0.3873, 0.3588, 0.2685, 0.276, 0.2904, 0.2662, 0.2748, 0.2472, 0.2341, 0.3183, 0.3234, 0.3461, 0.3461, 0.3574, 0.3573, 0.3545, 0.4097, 0.4343, 0.4358, 0.3871, 0.4048, 0.4246, 0.4102, 0.4483, 0.4999, 0.5459, 0.4745, 0.5253, 0.5185, 0.5422, 0.5322, 0.5317, 0.5317, 0.4995, 0.4504, 0.434, 0.4191, 0.4191, 0.3824, 0.4253, 0.3662]}
{"unit_id": "reply:1945990772894900360", "ticker_idx": 0, "ts": "2025-07-17T23:35:29+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's the only one i feel comfortable with leaps right now at about $10b mc $1b revenue", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds HIMS 2026 leap calls; only stock author is comfortable with leaps on at ~$10B MC / $1B revenue.", "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": "reply_other", "lang": "en", "tweet_text": "@Its__MRC Wow all the way to 2027. Quite expensive. Mine is $50 june 2026. It acts like lower risk leverage. It's the only one i feel comfortable with leaps right now at about $10b mc $1b revenue", "reply_text": null, "parent_text": "@DeepValueBagger Been adding $HIMS 2027 $60 leaps to pretty much all my accounts the last few months. Wasted a lot of time prior to that wheeling this in 20s. Hindsight!!", "quoted_text": null, "parent_author": "Its__MRC", "ret_m1d": -0.007741154850734233, "ret_signed_m1d": -0.007741154850734233, "alpha_spy_m1d": -0.008474026159495995, "alpha_c_m1d": -0.008474026159495995, "bench_spy_m1d": 0.0007328713087617622, "bench_c_m1d": 0.0007328713087617622, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055180677551703416, "ret_signed_p1d": -0.055180677551703416, "alpha_spy_p1d": -0.0570768210438346, "alpha_c_p1d": -0.0570768210438346, "bench_spy_p1d": 0.001896143492131186, "bench_c_p1d": 0.001896143492131186, "ret_p1w": 0.14430330098513533, "ret_signed_p1w": 0.14430330098513533, "alpha_spy_p1w": 0.12913395638330338, "alpha_c_p1w": 0.12913395638330338, "bench_spy_p1w": 0.015169344601831947, "bench_c_p1w": 0.015169344601831947, "ret_p1m": -0.10480354271639303, "ret_signed_p1m": -0.10480354271639303, "alpha_spy_p1m": -0.1298520476264734, "alpha_c_p1m": -0.1298520476264734, "bench_spy_p1m": 0.02504850491008037, "bench_c_p1m": 0.02504850491008037, "ret_p3m": 0.24573237377823487, "ret_signed_p3m": 0.24573237377823487, "alpha_spy_p3m": 0.18289718938681054, "alpha_c_p3m": 0.18289718938681054, "bench_spy_p3m": 0.06283518439142433, "bench_c_p3m": 0.06283518439142433, "ret_p6m": -0.3580786132008361, "ret_signed_p6m": -0.3580786132008361, "alpha_spy_p6m": -0.4721151784936911, "alpha_c_p6m": -0.4721151784936911, "bench_spy_p6m": 0.114036565292855, "bench_c_p6m": 0.114036565292855, "ret_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": [-0.4968, -0.4698, -0.4414, -0.4424, -0.4347, -0.3045, -0.343, -0.2823, -0.1898, -0.1687, -0.0181, 0.0391, 0.0202, 0.0314, 0.0959, 0.2703, 0.2132, 0.1628, 0.2832, 0.2374, 0.215, 0.1513, 0.0623, 0.0883, 0.0883, 0.0592, 0.0588, 0.0401, 0.1227, 0.1268, 0.0863, 0.0641, 0.0474, 0.1181, 0.1286, 0.0967, 0.1425, 0.1344, 0.1012, 0.1866, 0.1759, 0.2122, 0.2122, 0.2747, -0.1667, -0.1475, -0.178, -0.0814, -0.0193, -0.0105, -0.048, -0.058, -0.0476, -0.0476, -0.0389, -0.0282, 0.0171, -0.0022, -0.0494, 0.0328, 0.0016, 0.0292, -0.0077, 0.0, -0.0552, -0.0073, 0.1516, 0.1378, 0.1443, 0.1647, 0.1963, 0.3007, 0.3136, 0.2416, 0.2574, 0.102, 0.0149, 0.0133, 0.031, -0.0079, -0.048, -0.0407, -0.0645, -0.0865, -0.1048, -0.1628, -0.1389, -0.1274, -0.1153, -0.1467, -0.0998, -0.1264, -0.1243, -0.1594, -0.1594, -0.1757, -0.1175, -0.0451, -0.0391, -0.0147, -0.0514, -0.0516, 0.0274, 0.1016, 0.0711, 0.0101, -0.0006, 0.1155, 0.1477, 0.1453, 0.1116, 0.057, 0.0891, 0.1592, 0.1735, 0.1258, 0.1177, 0.1487, 0.0429, 0.0869, 0.1507, 0.1546, 0.1562, 0.0709, 0.0863, 0.0723, 0.2457, 0.1741, -0.0119, 0.0195, -0.0202, -0.058, -0.0375, -0.0318, -0.0427, -0.0647, -0.0744, -0.1254, -0.0977, -0.1189, -0.1507, -0.132, -0.1759, -0.1856, -0.1852, -0.211, -0.2255, -0.2844, -0.266, -0.2938, -0.2803, -0.2888, -0.3327, -0.311, -0.2501, -0.2638, -0.2378, -0.2378, -0.2108, -0.2555, -0.2793, -0.2642, -0.2056, -0.2219, -0.2235, -0.2096, -0.2481, -0.2503, -0.2614, -0.2805, -0.2684, -0.3059, -0.3098, -0.2942, -0.3043, -0.3092, -0.3118, -0.3118, -0.319, -0.3231, -0.3442, -0.3555, -0.3555, -0.3368, -0.311, -0.2961, -0.2961, -0.3277, -0.371, -0.3581]}
{"unit_id": "quote:1946899982688071789", "ticker_idx": 0, "ts": "2025-07-20T11:48:22+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Another great thesis on $tsla. I can feel the wind is changing.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish TSLA thesis; senses sentiment shift in Tesla's favor.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Another great thesis on $tsla. I can feel the wind is changing.", "reply_text": null, "parent_text": null, "quoted_text": "WHY I’M STILL BETTING BIG ON $TSLA \n\nI’m heading into Tesla earnings next week with clear eyes. I know what the print will say -- flat deliveries, soft margins, political distractions, renewed headlines around the Musk–Trump feud. None of that moves me off the core thesis. https://t.co/lMZysxgAuK", "parent_author": null, "ret_m1d": 0.0035313211866265792, "ret_signed_m1d": 0.0035313211866265792, "alpha_spy_m1d": 0.005423876123031746, "alpha_c_m1d": 0.00823518161474801, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.004703860428121431, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0110201078413521, "ret_signed_p1d": 0.0110201078413521, "alpha_spy_p1d": 0.010876912402249417, "alpha_c_p1d": 0.0008955997241237856, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.010124508117228315, "ret_p1w": -0.008828256515260202, "ret_signed_p1w": -0.008828256515260202, "alpha_spy_p1w": -0.021821942175458853, "alpha_c_p1w": -0.022088717510390987, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.013260460995130785, "ret_p1m": 0.0024962931857792636, "ret_signed_p1m": 0.0024962931857792636, "alpha_spy_p1m": -0.01506168575438216, "alpha_c_p1m": -0.0272052904697353, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.029701583655514563, "ret_p3m": 0.3052148094195817, "ret_signed_p3m": 0.3052148094195817, "alpha_spy_p3m": 0.25161545121781015, "alpha_c_p3m": 0.2621634849717007, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.043051324447880956, "ret_p6m": 0.36138094158655365, "ret_signed_p6m": 0.36138094158655365, "alpha_spy_p6m": 0.251676059632987, "alpha_c_p6m": 0.24431556301059132, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.11706537857596233, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0024962931857792636, "alpha_spy_stated": -0.01506168575438216, "alpha_c_stated": -0.0272052904697353, "price_path": [-0.2367, -0.21, -0.1325, -0.1297, -0.111, -0.141, -0.146, -0.1257, -0.1468, -0.1618, -0.1591, -0.1329, -0.092, -0.0308, 0.017, 0.0584, 0.0436, 0.0654, 0.0414, 0.0467, 0.0187, 0.0382, 0.033, 0.033, 0.1047, 0.0865, 0.0911, 0.0547, 0.0432, 0.048, 0.0108, -0.1333, -0.1015, -0.0606, -0.0073, -0.0063, -0.0286, -0.0097, 0.0019, -0.037, -0.0196, -0.0196, -0.0193, 0.0615, 0.0365, -0.0029, -0.0082, -0.0148, -0.033, -0.0846, -0.0391, -0.04, -0.04, -0.1052, -0.0934, -0.0993, -0.0567, -0.0456, -0.0353, -0.0539, -0.0208, -0.0276, 0.0035, 0.0, 0.011, 0.0124, -0.0706, -0.0378, -0.0088, -0.0222, -0.0288, -0.0616, -0.0787, -0.0585, -0.0602, -0.0261, -0.0189, 0.0035, 0.0321, 0.0376, 0.0332, 0.0216, 0.0063, 0.0203, 0.0025, -0.014, -0.0255, 0.0351, 0.0551, 0.0706, 0.0643, 0.0532, 0.0164, 0.0164, 0.0026, 0.017, 0.0306, 0.068, 0.0545, 0.0563, 0.0588, 0.1227, 0.2053, 0.2483, 0.2835, 0.2964, 0.269, 0.2971, 0.3218, 0.2964, 0.348, 0.2889, 0.3407, 0.3492, 0.3538, 0.3987, 0.3273, 0.3085, 0.3798, 0.3184, 0.3355, 0.3259, 0.2588, 0.327, 0.3067, 0.3247, 0.3052, 0.3374, 0.3621, 0.3474, 0.3363, 0.3668, 0.3203, 0.3773, 0.402, 0.4049, 0.3398, 0.3899, 0.4258, 0.3524, 0.4066, 0.3575, 0.3076, 0.3554, 0.3383, 0.3108, 0.2238, 0.2309, 0.2448, 0.2215, 0.2298, 0.2032, 0.1906, 0.2718, 0.2768, 0.2986, 0.2986, 0.3095, 0.3094, 0.3067, 0.36, 0.3837, 0.3851, 0.3382, 0.3552, 0.3743, 0.3604, 0.3972, 0.447, 0.4913, 0.4224, 0.4715, 0.4649, 0.4878, 0.4782, 0.4777, 0.4777, 0.4466, 0.3993, 0.3834, 0.3691, 0.3691, 0.3336, 0.375, 0.318, 0.3133, 0.3267, 0.3547, 0.3667, 0.3614]}
{"unit_id": "reply:1949139237925781958", "ticker_idx": 0, "ts": "2025-07-26T16:06:22+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i can't see how it could be under $700 by EOY 2026. I'm not too tied to $700 or $1500. Grateful for price to go up, and chill as long term", "tweet_type": "prediction", "timeline": "years", "summary": "Implicitly long TSLA; sees it above $700 by EOY 2026 on affordable car, robotaxi, and improving margins.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@nhd051 @MikeQuinones_ with affordable car and robotaxi, and improving margins, i can't see how it could be under $700 by EOY 2026.  I'm not too tied to $700 or $1500.  Grateful for price to go up, and chill as long term.", "reply_text": null, "parent_text": "@DeepValueBagger @MikeQuinones_ I am long Tesla but $1500 price target is clickbait. No analysis of mine shows $1500 at least not with FSD. \nOptimus will not be out until maybe 2-3 years. \nSo realistic price between target ~$600-700\nHopium price target ~$800-900", "quoted_text": null, "parent_author": "nhd051", "ret_m1d": -0.029269937303008642, "ret_signed_m1d": -0.029269937303008642, "alpha_spy_m1d": -0.029521069359230823, "alpha_c_m1d": -0.023478040519530285, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": -0.005791896783478356, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013483166498468035, "ret_signed_p1d": -0.013483166498468035, "alpha_spy_p1d": -0.010845504809196105, "alpha_c_p1d": -0.006586001951857323, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.006897164546610712, "ret_p1w": -0.05015506236659284, "ret_signed_p1w": -0.05015506236659284, "alpha_spy_p1w": -0.04109599663016117, "alpha_c_p1w": -0.01677457538386229, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.03338048698273055, "ret_p1m": 0.08010079358451305, "ret_signed_p1m": 0.08010079358451305, "alpha_spy_p1m": 0.06719539625087267, "alpha_c_p1m": 0.046853017598500024, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.03324777598601303, "ret_p3m": 0.3789736049518728, "ret_signed_p3m": 0.3789736049518728, "alpha_spy_p3m": 0.3213820098147273, "alpha_c_p3m": 0.3232196892126138, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05575391573925903, "ret_p6m": 0.28766241197690534, "ret_signed_p6m": 0.28766241197690534, "alpha_spy_p6m": 0.2177559480102378, "alpha_c_p6m": 0.23039306175156526, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.05726935022534008, "ret_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": [-0.1334, -0.1384, -0.1179, -0.1392, -0.1543, -0.1516, -0.1252, -0.0839, -0.0221, 0.026, 0.0678, 0.0529, 0.0749, 0.0507, 0.056, 0.0277, 0.0475, 0.0422, 0.0422, 0.1146, 0.0962, 0.1009, 0.0641, 0.0525, 0.0574, 0.0198, -0.1256, -0.0935, -0.0522, 0.0015, 0.0026, -0.0199, -0.0009, 0.0109, -0.0284, -0.0109, -0.0109, -0.0105, 0.0709, 0.0457, 0.006, 0.0006, -0.006, -0.0244, -0.0764, -0.0305, -0.0315, -0.0315, -0.0972, -0.0853, -0.0912, -0.0483, -0.0371, -0.0267, -0.0455, -0.012, -0.019, 0.0125, 0.0089, 0.02, 0.0214, -0.0623, -0.0293, 0.0, -0.0135, -0.0201, -0.0532, -0.0705, -0.0502, -0.0518, -0.0174, -0.0102, 0.0125, 0.0413, 0.0468, 0.0424, 0.0307, 0.0153, 0.0294, 0.0114, -0.0052, -0.0168, 0.0443, 0.0645, 0.0801, 0.0737, 0.0626, 0.0254, 0.0254, 0.0116, 0.0261, 0.0397, 0.0776, 0.0639, 0.0657, 0.0682, 0.1327, 0.2161, 0.2594, 0.2949, 0.308, 0.2803, 0.3086, 0.3336, 0.3079, 0.36, 0.3004, 0.3526, 0.3613, 0.3659, 0.4112, 0.3391, 0.3202, 0.3921, 0.3302, 0.3474, 0.3377, 0.27, 0.3388, 0.3183, 0.3365, 0.3168, 0.3493, 0.3742, 0.3594, 0.3482, 0.379, 0.3321, 0.3895, 0.4145, 0.4175, 0.3517, 0.4023, 0.4385, 0.3645, 0.4192, 0.3695, 0.3192, 0.3675, 0.3502, 0.3225, 0.2347, 0.2419, 0.2559, 0.2324, 0.2408, 0.2139, 0.2012, 0.2831, 0.2881, 0.3102, 0.3102, 0.3212, 0.3211, 0.3183, 0.3721, 0.396, 0.3975, 0.3501, 0.3673, 0.3866, 0.3726, 0.4096, 0.4598, 0.5046, 0.4351, 0.4846, 0.4779, 0.5011, 0.4913, 0.4908, 0.4908, 0.4595, 0.4117, 0.3957, 0.3812, 0.3812, 0.3455, 0.3872, 0.3298, 0.325, 0.3385, 0.3668, 0.3789, 0.3735, 0.3489, 0.347, 0.3437, 0.3437, 0.2877]}
{"unit_id": "quote:1957838121678074053", "ticker_idx": 0, "ts": "2025-08-19T16:12:37+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are cheap calls if you consider 3-4x potentials. Low downside risk. $bmnr", "tweet_type": "prediction", "timeline": "years", "summary": "Endorses BMNR $80 Jan 2027 LEAPS as cheap given 3-4x upside potential with low downside risk.", "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": "quote", "lang": "en", "tweet_text": "These are cheap calls if you consider 3-4x  potentials. Low downside risk. $bmnr", "reply_text": null, "parent_text": null, "quoted_text": "Just added some $BMNR Leaps.  $80 Calls for Jan 2027 with the pullback!! https://t.co/c3R52ifI62", "parent_author": null, "ret_m1d": 0.10224996811208853, "ret_signed_m1d": 0.10224996811208853, "alpha_spy_m1d": 0.09679517784286173, "alpha_c_m1d": 0.10415097620168368, "bench_spy_m1d": 0.005454790269226795, "bench_c_m1d": -0.0019010080895951464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04580161917003123, "ret_signed_p1d": 0.04580161917003123, "alpha_spy_p1d": 0.0484586037784831, "alpha_c_p1d": 0.04066841124981235, "bench_spy_p1d": -0.0026569846084518733, "bench_c_p1d": 0.005133207920218874, "ret_p1w": 0.003415072679909148, "ret_signed_p1w": 0.003415072679909148, "alpha_spy_p1w": -0.004946900697581524, "alpha_c_p1w": -0.016927231032278334, "bench_spy_p1w": 0.008361973377490672, "bench_c_p1w": 0.02034230371218748, "ret_p1m": 0.14644439054842295, "ret_signed_p1m": 0.14644439054842295, "alpha_spy_p1m": 0.11616969690172874, "alpha_c_p1m": 0.11830737921270851, "bench_spy_p1m": 0.030274693646694217, "bench_c_p1m": 0.028137011335714446, "ret_p3m": -0.3089593686684099, "ret_signed_p3m": -0.3089593686684099, "alpha_spy_p3m": -0.3620735973046988, "alpha_c_p3m": -0.3093902844568889, "bench_spy_p3m": 0.053114228636288896, "bench_c_p3m": 0.0004309157884789805, "ret_p6m": -0.6087641855214164, "ret_signed_p6m": -0.6087641855214164, "alpha_spy_p6m": -0.6964759282996112, "alpha_c_p6m": -0.6182424916622279, "bench_spy_p6m": 0.08771174277819482, "bench_c_p6m": 0.009478306140811465, "ret_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, -0.8443, -0.8484, -0.8616, -0.8644, -0.8734, -0.8873, -0.9004, -0.9046, -0.9032, -0.9056, -0.9056, -0.9074, -0.9116, -0.9112, -0.9122, -0.9112, -0.9143, -0.319, -0.0759, 0.1752, 1.7119, 1.7119, 1.1591, 1.2399, 0.3403, -0.0757, -0.184, -0.176, -0.1973, -0.1, -0.1583, -0.1493, -0.2051, -0.1898, -0.2065, -0.1613, -0.2005, -0.2947, -0.3572, -0.309, -0.3041, -0.3636, -0.3746, -0.3311, -0.2272, -0.1708, 0.0331, 0.1848, 0.2543, 0.238, 0.2143, 0.1613, 0.1022, 0.0, 0.0458, -0.0412, 0.0745, -0.0036, 0.0034, -0.0753, -0.0846, -0.1237, -0.1237, -0.1464, -0.0988, -0.1525, -0.1555, -0.1203, -0.1041, -0.084, -0.04, 0.1067, 0.0669, 0.1235, 0.1464, 0.2045, 0.2312, 0.1069, 0.0946, 0.043, -0.0042, 0.0145, 0.0691, 0.0432, 0.0518, 0.135, 0.138, 0.27, 0.1892, 0.2053, 0.1872, 0.054, 0.142, 0.0631, 0.0808, 0.0261, 0.0014, 0.0808, 0.0416, -0.0352, -0.0119, 0.0127, 0.0789, 0.0554, -0.0004, -0.1051, -0.0629, -0.139, -0.2073, -0.1679, -0.2493, -0.1918, -0.1734, -0.2047, -0.185, -0.2654, -0.309, -0.3783, -0.3515, -0.4138, -0.4773, -0.4777, -0.3753, -0.4192, -0.3624, -0.3624, -0.3347, -0.4186, -0.359, -0.3238, -0.2704, -0.3158, -0.2798, -0.2121, -0.1882, -0.2288, -0.2995, -0.3781, -0.3692, -0.4108, -0.4287, -0.3698, -0.3753, -0.4016, -0.4102, -0.4102, -0.4311, -0.4265, -0.443, -0.4544, -0.4544, -0.3733, -0.3299, -0.3504, -0.3899, -0.3715, -0.396, -0.3745, -0.3727, -0.3437, -0.3797, -0.3739, -0.3739, -0.4325, -0.4102, -0.4193, -0.4213, -0.4414, -0.4106, -0.4046, -0.4635, -0.4956, -0.5419, -0.5509, -0.5921, -0.6504, -0.5887, -0.569, -0.5991, -0.6088]}
{"unit_id": "reply:1954227717752099219", "ticker_idx": 0, "ts": "2025-08-09T17:06:10+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "8k is reasonable. Beyond that is a gift.", "tweet_type": "prediction", "timeline": "months", "summary": "ETH can reasonably reach $8K by EOY; above that would be a bonus.", "resolved_tickers": ["ETH-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": "@MikeQuinones_ 8k is reasonable. Beyond that is a gift.", "reply_text": null, "parent_text": "@DeepValueBagger Hey @DeepValueBagger, you think $ETH will hit 16k by EOY?", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.05136494568218286, "ret_signed_m1d": -0.05136494568218286, "alpha_spy_m1d": -0.05334626805304665, "alpha_c_m1d": -0.05334626805304665, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08610382463415012, "ret_signed_p1d": 0.08610382463415012, "alpha_spy_p1d": 0.07545774682175832, "alpha_c_p1d": 0.07545774682175832, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": 0.0202362805406322, "ret_signed_p1w": 0.0202362805406322, "alpha_spy_p1w": 0.008631128966608115, "alpha_c_p1w": 0.008631128966608115, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": 0.019416927308709475, "ret_signed_p1m": 0.019416927308709475, "alpha_spy_p1m": -0.003243143295733164, "alpha_c_p1m": -0.003243143295733164, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.21639843138849468, "ret_signed_p3m": -0.21639843138849468, "alpha_spy_p3m": -0.2733999027510742, "alpha_c_p3m": -0.2733999027510742, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.4730124590669932, "ret_signed_p6m": -0.4730124590669932, "alpha_spy_p6m": -0.5635345433828037, "alpha_c_p6m": -0.5635345433828037, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019416927308709475, "alpha_spy_stated": -0.003243143295733164, "alpha_c_stated": -0.003243143295733164, "price_path": [-0.3825, -0.3975, -0.4, -0.4017, -0.4028, -0.3962, -0.3697, -0.4023, -0.3934, -0.37, -0.3655, -0.3772, -0.4015, -0.3832, -0.3865, -0.3829, -0.4284, -0.414, -0.3656, -0.3344, -0.3438, -0.3726, -0.3898, -0.399, -0.406, -0.4028, -0.4034, -0.4305, -0.4271, -0.4209, -0.4276, -0.4284, -0.4266, -0.4118, -0.4308, -0.3917, -0.387, -0.4065, -0.3984, -0.3812, -0.3445, -0.301, -0.3002, -0.2871, -0.2572, -0.2024, -0.1775, -0.1604, -0.1097, -0.113, -0.1413, -0.1228, -0.1182, -0.104, -0.1026, -0.0991, -0.1254, -0.1747, -0.1202, -0.1455, -0.1285, -0.074, -0.0514, 0.0, 0.0861, 0.1252, 0.076, 0.0504, 0.0202, -0.0363, 0.0254, -0.0009, 0.143, 0.0345, 0.0884, 0.0654, 0.0663, 0.0315, 0.0207, 0.0233, 0.0529, 0.017, 0.0189, 0.0192, 0.0194, 0.0289, 0.0554, 0.1155, 0.0709, 0.0654, 0.0865, 0.0859, 0.0577, -0.0057, -0.0145, -0.0174, -0.0848, -0.0452, -0.0023, -0.0192, 0.0294, 0.0617, 0.0681, 0.109, 0.053, 0.0711, 0.0336, -0.0908, 0.0044, -0.024, -0.0567, -0.0786, -0.0933, -0.0582, -0.0828, -0.0991, -0.0878, -0.0692, -0.0253, -0.0579, -0.0766, -0.1, -0.0899, -0.1478, -0.2211, -0.1897, -0.2164, -0.1873, -0.1558, -0.192, -0.1925, -0.2352, -0.2657, -0.2845, -0.2612, -0.2848, -0.3301, -0.3457, -0.3015, -0.3002, -0.2837, -0.2868, -0.2826, -0.3375, -0.2908, -0.2449, -0.2585, -0.2845, -0.2607, -0.2143, -0.2133, -0.2342, -0.2704, -0.2987, -0.2987, -0.3302, -0.3312, -0.2955, -0.2888, -0.2989, -0.3031, -0.3131, -0.3078, -0.3058, -0.297, -0.2981, -0.2902, -0.2608, -0.2368, -0.2203, -0.2508, -0.2656, -0.2706, -0.2684, -0.2141, -0.2064, -0.2153, -0.2204, -0.2461, -0.3055, -0.2953, -0.3022, -0.3013, -0.3077, -0.285, -0.2887, -0.3333, -0.3607, -0.4454, -0.473]}
{"unit_id": "reply:1962888716369715676", "ticker_idx": 0, "ts": "2025-09-02T14:41:53+00:00", "symbol": "SOUN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't go for $SOUN premium is high because the stocks is not good to own", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid SOUN; stock not worth owning and options premium is too high.", "resolved_tickers": ["SOUN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AJ_Invests_Co don't go for $SOUN premium is high because the stocks is not good to own", "reply_text": null, "parent_text": "As promised. All these options are non mag7 so higher risk — higher reward \n\nHow do we feel about them?\n\nAm I missing any good ticker? https://t.co/LWZZD5LLhi", "quoted_text": null, "parent_author": "AJ_Invests_Co", "ret_m1d": -0.029806230719540916, "ret_signed_m1d": 0.029806230719540916, "alpha_spy_m1d": 0.03727190157789251, "alpha_c_m1d": 0.03727190157789251, "bench_spy_m1d": 0.007465670858351592, "bench_c_m1d": 0.007465670858351592, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05067066328687897, "ret_signed_p1d": 0.05067066328687897, "alpha_spy_p1d": 0.05609030583335728, "alpha_c_p1d": 0.05609030583335728, "bench_spy_p1d": 0.005419642546478309, "bench_c_p1d": 0.005419642546478309, "ret_p1w": 0.10655739918376272, "ret_signed_p1w": -0.10655739918376272, "alpha_spy_p1w": -0.09084525497250096, "alpha_c_p1w": -0.09084525497250096, "bench_spy_p1w": 0.01571214421126177, "bench_c_p1w": 0.01571214421126177, "ret_p1m": 0.20342768455410032, "ret_signed_p1m": -0.20342768455410032, "alpha_spy_p1m": -0.1565204518131751, "alpha_c_p1m": -0.1565204518131751, "bench_spy_p1m": 0.04690723274092523, "bench_c_p1m": 0.04690723274092523, "ret_p3m": -0.10208642904400189, "ret_signed_p3m": 0.10208642904400189, "alpha_spy_p3m": 0.17239219500199632, "alpha_c_p3m": 0.17239219500199632, "bench_spy_p3m": 0.07030576595799443, "bench_c_p3m": 0.07030576595799443, "ret_p6m": -0.36512664610084355, "ret_signed_p6m": 0.36512664610084355, "alpha_spy_p6m": 0.45392608684539426, "alpha_c_p6m": 0.45392608684539426, "bench_spy_p6m": 0.0887994407445507, "bench_c_p6m": 0.0887994407445507, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20342768455410032, "alpha_spy_stated": -0.1565204518131751, "alpha_c_stated": -0.1565204518131751, "price_path": [-0.2943, -0.2466, -0.2534, -0.2705, -0.2742, -0.2943, -0.3219, -0.2757, -0.304, -0.2981, -0.2981, -0.2869, -0.2928, -0.2683, -0.2869, -0.2608, -0.2675, -0.2004, -0.2191, -0.1617, -0.1736, -0.1736, -0.152, -0.0529, -0.0387, -0.0842, -0.1379, -0.1468, -0.158, -0.1222, -0.0581, -0.0455, -0.1282, -0.155, -0.0909, -0.1088, -0.1274, -0.1624, -0.2034, -0.2258, -0.2303, -0.2466, -0.2072, -0.1677, -0.1952, -0.2012, 0.0097, 0.1848, 0.1908, 0.2295, 0.2325, 0.1617, 0.1043, -0.0089, -0.073, -0.0887, -0.0641, -0.0976, -0.1043, -0.1125, -0.0663, -0.0298, -0.0298, 0.0, -0.0507, -0.0097, 0.0626, 0.1393, 0.1066, 0.0469, 0.0864, 0.0522, 0.0574, 0.0946, 0.1267, 0.1647, 0.2109, 0.2899, 0.345, 0.3249, 0.2183, 0.1878, 0.1684, 0.1982, 0.2034, 0.3294, 0.3301, 0.3599, 0.3562, 0.4069, 0.3845, 0.2936, 0.4262, 0.5544, 0.5946, 0.5469, 0.4173, 0.4203, 0.3584, 0.3234, 0.3592, 0.3398, 0.3659, 0.3197, 0.3525, 0.2571, 0.313, 0.275, 0.1274, 0.1714, 0.0604, 0.0537, 0.0738, 0.0015, -0.0134, -0.0894, -0.0931, -0.1483, -0.1408, -0.1334, -0.1587, -0.1639, -0.1095, -0.1103, -0.1192, -0.1192, -0.1021, -0.1416, -0.1639, -0.1222, -0.0462, -0.0492, -0.0551, -0.0827, -0.0902, -0.1036, -0.1319, -0.196, -0.1721, -0.1811, -0.1885, -0.1788, -0.1602, -0.1803, -0.1878, -0.1878, -0.2027, -0.2243, -0.2519, -0.2571, -0.2571, -0.2101, -0.1803, -0.1632, -0.1759, -0.1788, -0.1244, -0.1379, -0.1744, -0.1595, -0.1863, -0.1729, -0.1729, -0.2213, -0.2086, -0.1878, -0.2303, -0.2668, -0.2593, -0.2779, -0.3234, -0.3696, -0.3726, -0.3845, -0.3987, -0.4523, -0.3621, -0.3435, -0.3852, -0.4069, -0.4441, -0.4441, -0.4441, -0.4545, -0.4382, -0.4165, -0.4173, -0.4165, -0.377, -0.3651]}
{"unit_id": "reply:1949288013181149364", "ticker_idx": 0, "ts": "2025-07-27T01:57:33+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$eth", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Picks ETH as the buy in the current cycle, endorsing the 3x thesis from parent.", "resolved_tickers": ["ETH-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": "qme", "tweet_text": "@rovercrc $eth", "reply_text": null, "parent_text": "Bitcoin will 1.5x \n\nEthereum will 3x \n\nAltcoins will 100x \n\nWhat are we buying now?", "quoted_text": null, "parent_author": "cryptorover", "ret_m1d": -0.01588385859458885, "ret_signed_m1d": -0.01588385859458885, "alpha_spy_m1d": -0.016134990650811032, "alpha_c_m1d": -0.016134990650811032, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0015918602984175134, "ret_signed_p1d": 0.0015918602984175134, "alpha_spy_p1d": 0.004229521987689444, "alpha_c_p1d": 0.004229521987689444, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.0180702411660294, "ret_signed_p1w": -0.0180702411660294, "alpha_spy_p1w": -0.009011175429597729, "alpha_c_p1w": -0.009011175429597729, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.21465792955926322, "ret_signed_p1m": 0.21465792955926322, "alpha_spy_p1m": 0.20175253222562284, "alpha_c_p1m": 0.20175253222562284, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.01811272085570992, "ret_signed_p3m": 0.01811272085570992, "alpha_spy_p3m": -0.039478874281435594, "alpha_c_p3m": -0.039478874281435594, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.22490739556571349, "ret_signed_p6m": -0.22490739556571349, "alpha_spy_p6m": -0.29481385953238104, "alpha_c_p6m": -0.29481385953238104, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21465792955926322, "alpha_spy_stated": 0.20175253222562284, "alpha_c_stated": 0.20175253222562284, "price_path": [-0.5264, -0.5144, -0.5135, -0.5195, -0.5208, -0.5217, -0.4174, -0.3807, -0.3409, -0.2924, -0.3109, -0.3275, -0.3303, -0.3322, -0.3335, -0.3261, -0.2966, -0.3329, -0.323, -0.2969, -0.2918, -0.3049, -0.332, -0.3116, -0.3153, -0.3112, -0.362, -0.3459, -0.292, -0.2571, -0.2677, -0.2998, -0.3189, -0.3292, -0.3371, -0.3335, -0.3342, -0.3644, -0.3606, -0.3536, -0.3612, -0.3621, -0.36, -0.3435, -0.3648, -0.3211, -0.3159, -0.3377, -0.3286, -0.3094, -0.2684, -0.2198, -0.219, -0.2044, -0.171, -0.1098, -0.082, -0.0629, -0.0064, -0.0101, -0.0416, -0.021, -0.0159, 0.0, 0.0016, 0.0055, -0.024, -0.079, -0.0181, -0.0463, -0.0273, 0.0335, 0.0587, 0.1161, 0.2121, 0.2558, 0.2009, 0.1723, 0.1386, 0.0755, 0.1444, 0.1151, 0.2756, 0.1546, 0.2147, 0.189, 0.19, 0.1512, 0.1392, 0.142, 0.175, 0.135, 0.1372, 0.1375, 0.1377, 0.1483, 0.1779, 0.245, 0.1952, 0.1891, 0.2126, 0.2119, 0.1805, 0.1097, 0.0998, 0.0966, 0.0214, 0.0656, 0.1135, 0.0947, 0.1488, 0.185, 0.1921, 0.2377, 0.1752, 0.1954, 0.1536, 0.0147, 0.1209, 0.0892, 0.0528, 0.0283, 0.0119, 0.051, 0.0236, 0.0055, 0.0181, 0.0389, 0.0878, 0.0514, 0.0306, 0.0045, 0.0158, -0.0489, -0.1307, -0.0956, -0.1255, -0.093, -0.0578, -0.0983, -0.0988, -0.1465, -0.1805, -0.2014, -0.1754, -0.2018, -0.2523, -0.2698, -0.2204, -0.219, -0.2006, -0.2041, -0.1994, -0.2607, -0.2084, -0.1573, -0.1724, -0.2015, -0.1748, -0.1231, -0.122, -0.1453, -0.1857, -0.2174, -0.2174, -0.2524, -0.2536, -0.2137, -0.2063, -0.2176, -0.2223, -0.2334, -0.2275, -0.2252, -0.2155, -0.2166, -0.2078, -0.1751, -0.1482, -0.1298, -0.1639, -0.1803, -0.186, -0.1835, -0.1229, -0.1142, -0.1242, -0.1299, -0.1586, -0.2249]}
{"unit_id": "quote:1959417211711279447", "ticker_idx": 0, "ts": "2025-08-24T00:47:22+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 love this company, $rklb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Enthusiastic endorsement of Rocket Lab; implied bullish stance.", "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 love this company, $rklb. \n\n70 🚀launches", "reply_text": null, "parent_text": null, "quoted_text": "This is the best Eletron launch shot $RKLB\n\nhttps://t.co/oKhFQOEIg3", "parent_author": null, "ret_m1d": -0.06014400845340773, "ret_signed_m1d": -0.06014400845340773, "alpha_spy_m1d": -0.06456457956406969, "alpha_c_m1d": -0.07023566356578814, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019271491399562413, "ret_signed_p1d": 0.019271491399562413, "alpha_spy_p1d": 0.015084426185428601, "alpha_c_p1d": 0.008981762809159521, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": 0.029224845780243758, "ret_signed_p1w": 0.029224845780243758, "alpha_spy_p1w": 0.025208947784379543, "alpha_c_p1w": 0.026586482586883342, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.12049975602741547, "ret_signed_p1m": 0.12049975602741547, "alpha_spy_p1m": 0.08535591793200914, "alpha_c_p1m": 0.10689731732799679, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.16391362724220504, "ret_signed_p3m": -0.16391362724220504, "alpha_spy_p3m": -0.18238796829644133, "alpha_c_p3m": -0.14300979033568262, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": 0.4800931296673894, "ret_signed_p6m": 0.4800931296673894, "alpha_spy_p6m": 0.4111458791392877, "alpha_c_p6m": 0.31654539818978256, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12049975602741547, "alpha_spy_stated": 0.08535591793200914, "alpha_c_stated": 0.10689731732799679, "price_path": [-0.3873, -0.4208, -0.4327, -0.4367, -0.4341, -0.4301, -0.4399, -0.3875, -0.3723, -0.4246, -0.4206, -0.4409, -0.4619, -0.4377, -0.4405, -0.4102, -0.4102, -0.3638, -0.3058, -0.2914, -0.3149, -0.2346, -0.2507, -0.2425, -0.273, -0.2444, -0.2448, -0.2448, -0.1766, -0.1796, -0.1711, -0.172, -0.1734, -0.0849, -0.0555, 0.01, 0.087, 0.0883, -0.0006, -0.0072, 0.0409, 0.0193, 0.0044, -0.0447, -0.0726, -0.0165, -0.0275, -0.051, -0.0568, -0.0523, -0.0661, -0.0637, -0.0536, -0.0466, -0.0803, -0.0894, -0.0934, -0.0625, -0.0476, -0.1334, -0.1383, -0.1205, -0.0601, 0.0, 0.0193, -0.0205, 0.0146, 0.0292, 0.0292, 0.0443, -0.0781, -0.0896, -0.0292, 0.0108, -0.004, -0.0222, 0.0256, 0.1296, 0.1444, 0.0005, 0.0182, -0.0008, 0.0121, 0.0548, 0.1205, 0.0311, -0.0125, -0.0203, -0.0044, 0.0146, 0.0159, 0.1112, 0.1893, 0.2389, 0.3026, 0.3831, 0.4066, 0.3609, 0.3854, 0.4407, 0.467, 0.4189, 0.4034, 0.4263, 0.385, 0.2826, 0.3463, 0.3672, 0.3897, 0.3501, 0.4011, 0.2901, 0.3338, 0.299, 0.198, 0.1948, 0.0506, 0.0936, 0.0991, 0.0851, 0.0582, -0.0417, -0.0356, -0.0828, -0.094, -0.0762, -0.1639, -0.1465, -0.101, -0.0978, -0.112, -0.112, -0.1076, -0.1451, -0.1127, -0.0529, 0.0455, 0.0389, 0.0919, 0.1315, 0.2181, 0.3454, 0.3022, 0.1734, 0.1751, 0.1427, 0.269, 0.4934, 0.6423, 0.6345, 0.6345, 0.6345, 0.4962, 0.485, 0.492, 0.4773, 0.4773, 0.6093, 0.6548, 0.8219, 0.7806, 0.7594, 0.7969, 0.8615, 0.8335, 0.9441, 0.9221, 1.0394, 1.0394, 0.8882, 0.8598, 0.8632, 0.8827, 0.7044, 0.8424, 0.8757, 0.8145, 0.6957, 0.5703, 0.7211, 0.5483, 0.4045, 0.5316, 0.6061, 0.5254, 0.4744, 0.3979, 0.4282, 0.4282, 0.4801]}
{"unit_id": "reply:1970850375038046279", "ticker_idx": 0, "ts": "2025-09-24T13:58:40+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i bought 2000 more share on monday at $42. Doesn't look bad anymore", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 shares of IREN at $42; holding long position with bullish lean.", "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": "@saldivva Great. i bought 2000 more share on monday at $42.  Doesn't look bad anymore 😀", "reply_text": null, "parent_text": "@DeepValueBagger After they announced doubling there GPU fleet a couple days ago it reduced my risk and bought more at $42. Iren has the potential to run much higher.", "quoted_text": null, "parent_author": "Saldivva", "ret_m1d": -0.11391597372536189, "ret_signed_m1d": -0.11391597372536189, "alpha_spy_m1d": -0.11710788663991667, "alpha_c_m1d": -0.11671387489975005, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.002797901174388162, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018031363706545678, "ret_signed_p1d": -0.018031363706545678, "alpha_spy_p1d": -0.013417988801112002, "alpha_c_p1d": -0.015419931658228747, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0026114320483169307, "ret_p1w": -0.0012727526383236043, "ret_signed_p1w": -0.0012727526383236043, "alpha_spy_p1w": -0.012390782296518354, "alpha_c_p1w": 0.0028310086074428975, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.004103761245766502, "ret_p1m": 0.18498093622415213, "ret_signed_p1m": 0.18498093622415213, "alpha_spy_p1m": 0.1688561394946131, "alpha_c_p1m": 0.20493990293311104, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.019958966708958914, "ret_p3m": -0.10818834408472677, "ret_signed_p3m": -0.10818834408472677, "alpha_spy_p3m": -0.14714412898355034, "alpha_c_p3m": -0.14369195045092253, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.03550360636619576, "ret_p6m": -0.11624946145925685, "ret_signed_p6m": -0.11624946145925685, "alpha_spy_p6m": -0.11723219716572109, "alpha_c_p6m": -0.033265442634013764, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": -0.08298401882524309, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18498093622415213, "alpha_spy_stated": 0.1688561394946131, "alpha_c_stated": 0.20493990293311104, "price_path": [-0.703, -0.6909, -0.6769, -0.6678, -0.6432, -0.6432, -0.6404, -0.6417, -0.6402, -0.6387, -0.6557, -0.6334, -0.6419, -0.6328, -0.6171, -0.6194, -0.615, -0.6056, -0.5972, -0.6152, -0.6241, -0.6483, -0.665, -0.6576, -0.6583, -0.6733, -0.6504, -0.651, -0.6114, -0.6061, -0.6086, -0.6188, -0.6218, -0.6239, -0.5952, -0.5823, -0.5608, -0.6027, -0.5808, -0.5844, -0.5454, -0.5095, -0.5123, -0.5258, -0.5112, -0.4383, -0.4383, -0.3825, -0.4016, -0.4457, -0.4453, -0.4444, -0.3596, -0.2866, -0.3031, -0.2796, -0.2121, -0.2268, -0.196, -0.2295, -0.1803, -0.1112, -0.1139, 0.0, -0.018, -0.112, -0.0257, -0.0045, -0.0013, -0.0025, 0.0704, 0.2251, 0.3084, 0.2747, 0.3545, 0.2679, 0.3606, 0.4756, 0.4421, 0.3116, 0.2881, 0.2563, 0.1709, 0.0995, 0.185, 0.3343, 0.3787, 0.3241, 0.2817, 0.235, 0.2887, 0.4372, 0.4134, 0.6209, 0.4204, 0.3233, 0.2764, 0.2172, 0.1816, 0.032, -0.0163, 0.0057, 0.0363, -0.0278, -0.0779, -0.1035, 0.0286, 0.007, 0.0278, 0.0278, 0.0142, 0.0286, -0.1277, -0.0675, -0.0146, -0.0515, -0.017, -0.0064, -0.0683, -0.0679, -0.1487, -0.2473, -0.2238, -0.2834, -0.2406, -0.1532, -0.1082, -0.1076, -0.1095, -0.1095, -0.1451, -0.164, -0.1875, -0.1988, -0.1988, -0.0942, 0.0233, -0.0261, -0.0746, -0.031, -0.0235, 0.0677, 0.1241, 0.1218, 0.1008, 0.2266, 0.2266, 0.151, 0.1345, 0.1086, 0.2024, 0.1107, 0.2726, 0.3352, 0.2694, 0.14, 0.126, 0.1538, -0.0467, -0.1559, -0.1126, -0.021, -0.0893, -0.0948, -0.1508, -0.1044, -0.1044, -0.1309, -0.1073, -0.0817, -0.1519, -0.1014, -0.0359, -0.066, -0.0615, -0.1313, -0.122, -0.1759, -0.07, -0.1488, -0.2215, -0.1761, -0.1913, -0.1095, -0.1224, -0.1179, -0.0467, -0.0887, -0.1046, -0.1162]}
{"unit_id": "reply:1954927905009754450", "ticker_idx": 0, "ts": "2025-08-11T15:28:28+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 is undervalued", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HIMS (undervalued) and BMNR (2-3x on ETH upside); highly concentrated in both; also implies ETH moves higher.", "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": "reply_other", "lang": "en", "tweet_text": "@SymoneBeez $HIMS is undervalued, and $BMNR is also a good move as ETH moves higher (2-3x). will be highly concentrated probably between these 2.", "reply_text": null, "parent_text": "@DeepValueBagger 100% you rarely do 10x in stofks without taking higher risks.\n\nI'm curious which companies you are thinking? I'm thinking CRCL CRWD HOOD HIMS PLTR CRWV RKLB", "quoted_text": null, "parent_author": "SymoneBeez", "ret_m1d": 0.03921566831580958, "ret_signed_m1d": 0.03921566831580958, "alpha_spy_m1d": 0.03723434594494579, "alpha_c_m1d": 0.03723434594494579, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.040416175995692805, "ret_signed_p1d": -0.040416175995692805, "alpha_spy_p1d": -0.0510622538080846, "alpha_c_p1d": -0.0510622538080846, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": -0.09763907788737214, "ret_signed_p1w": -0.09763907788737214, "alpha_spy_p1w": -0.10924422946139623, "alpha_c_p1w": -0.10924422946139623, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": -0.04381749993531503, "ret_signed_p1m": -0.04381749993531503, "alpha_spy_p1m": -0.06647757053975767, "alpha_c_p1m": -0.06647757053975767, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.16926769031527122, "ret_signed_p3m": -0.16926769031527122, "alpha_spy_p3m": -0.22626916167785072, "alpha_c_p3m": -0.22626916167785072, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.4889955752411643, "ret_signed_p6m": -0.4889955752411643, "alpha_spy_p6m": -0.5795176595569749, "alpha_c_p6m": -0.5795176595569749, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04381749993531503, "alpha_spy_stated": -0.06647757053975767, "alpha_c_stated": -0.06647757053975767, "price_path": [0.2229, 0.1721, 0.2935, 0.2473, 0.2247, 0.1605, 0.0708, 0.097, 0.097, 0.0676, 0.0672, 0.0484, 0.1317, 0.1359, 0.095, 0.0726, 0.0558, 0.1271, 0.1377, 0.1054, 0.1517, 0.1435, 0.11, 0.1961, 0.1853, 0.2219, 0.2219, 0.2849, -0.1601, -0.1407, -0.1715, -0.074, -0.0114, -0.0026, -0.0404, -0.0504, -0.04, -0.04, -0.0312, -0.0204, 0.0252, 0.0058, -0.0418, 0.041, 0.0096, 0.0374, 0.0002, 0.008, -0.0476, 0.0006, 0.1609, 0.1469, 0.1535, 0.1741, 0.2059, 0.3111, 0.3241, 0.2515, 0.2675, 0.1108, 0.023, 0.0214, 0.0392, 0.0, -0.0404, -0.033, -0.057, -0.0792, -0.0976, -0.1561, -0.1321, -0.1204, -0.1082, -0.1399, -0.0926, -0.1194, -0.1172, -0.1527, -0.1527, -0.1691, -0.1104, -0.0374, -0.0314, -0.0068, -0.0438, -0.044, 0.0356, 0.1104, 0.0796, 0.0182, 0.0074, 0.1244, 0.1569, 0.1545, 0.1204, 0.0654, 0.0978, 0.1685, 0.1829, 0.1349, 0.1267, 0.1579, 0.0512, 0.0956, 0.1599, 0.1639, 0.1655, 0.0794, 0.095, 0.0808, 0.2557, 0.1835, -0.004, 0.0276, -0.0124, -0.0504, -0.0298, -0.024, -0.035, -0.0572, -0.067, -0.1184, -0.0904, -0.1118, -0.1439, -0.1251, -0.1693, -0.1791, -0.1787, -0.2047, -0.2193, -0.2787, -0.2601, -0.2881, -0.2745, -0.2831, -0.3273, -0.3055, -0.2441, -0.2579, -0.2317, -0.2317, -0.2045, -0.2495, -0.2735, -0.2583, -0.1993, -0.2157, -0.2173, -0.2033, -0.2421, -0.2443, -0.2555, -0.2747, -0.2625, -0.3003, -0.3043, -0.2885, -0.2987, -0.3037, -0.3063, -0.3063, -0.3135, -0.3177, -0.3389, -0.3503, -0.3503, -0.3315, -0.3055, -0.2905, -0.2905, -0.3223, -0.3659, -0.3529, -0.3557, -0.3733, -0.3752, -0.3721, -0.3721, -0.3904, -0.422, -0.3894, -0.4074, -0.3942, -0.4062, -0.4264, -0.4024, -0.458, -0.471, -0.489]}
{"unit_id": "reply:1954927905009754450", "ticker_idx": 1, "ts": "2025-08-11T15:28:28+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BMNR is also a good move as ETH moves higher (2-3x)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HIMS (undervalued) and BMNR (2-3x on ETH upside); highly concentrated in both; also implies ETH moves higher.", "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": "reply_other", "lang": "en", "tweet_text": "@SymoneBeez $HIMS is undervalued, and $BMNR is also a good move as ETH moves higher (2-3x). will be highly concentrated probably between these 2.", "reply_text": null, "parent_text": "@DeepValueBagger 100% you rarely do 10x in stofks without taking higher risks.\n\nI'm curious which companies you are thinking? I'm thinking CRCL CRWD HOOD HIMS PLTR CRWV RKLB", "quoted_text": null, "parent_author": "SymoneBeez", "ret_m1d": -0.12800949335088252, "ret_signed_m1d": -0.12800949335088252, "alpha_spy_m1d": -0.1299908157217463, "alpha_c_m1d": -0.12839531338101107, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0003858200301285475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05866396044230093, "ret_signed_p1d": 0.05866396044230093, "alpha_spy_p1d": 0.04801788262990914, "alpha_c_p1d": 0.04650891041911209, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.01215505002318884, "ret_p1w": -0.06968460888159078, "ret_signed_p1w": -0.06968460888159078, "alpha_spy_p1w": -0.08128976045561487, "alpha_c_p1w": -0.08261144844974444, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.012926839568153659, "ret_p1m": -0.2438114753117302, "ret_signed_p1m": -0.2438114753117302, "alpha_spy_p1m": -0.26647154591617284, "alpha_c_p1m": -0.2729451479006073, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.029133672588877113, "ret_p3m": -0.3663953649136139, "ret_signed_p3m": -0.3663953649136139, "alpha_spy_p3m": -0.4233968362761934, "alpha_c_p3m": -0.38091451558635125, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.014519150672737346, "ret_p6m": -0.6209466721676207, "ret_signed_p6m": -0.6209466721676207, "alpha_spy_p6m": -0.7114687564834312, "alpha_c_p6m": -0.6607675296941196, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.03982085752649889, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2438114753117302, "alpha_spy_stated": -0.26647154591617284, "alpha_c_stated": -0.2729451479006073, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.8686, -0.8721, -0.8832, -0.8856, -0.8932, -0.9049, -0.9159, -0.9195, -0.9183, -0.9203, -0.9203, -0.9218, -0.9254, -0.9251, -0.9259, -0.9251, -0.9277, -0.4252, -0.2201, -0.0081, 1.2889, 1.2889, 0.8223, 0.8905, 0.1312, -0.2199, -0.3113, -0.3045, -0.3225, -0.2404, -0.2896, -0.282, -0.3291, -0.3162, -0.3303, -0.2921, -0.3252, -0.4047, -0.4574, -0.4168, -0.4127, -0.4629, -0.4722, -0.4354, -0.3477, -0.3001, -0.128, 0.0, 0.0587, 0.0449, 0.0249, -0.0198, -0.0697, -0.156, -0.1173, -0.1907, -0.0931, -0.159, -0.1531, -0.2196, -0.2274, -0.2604, -0.2604, -0.2796, -0.2394, -0.2847, -0.2872, -0.2575, -0.2438, -0.2269, -0.1897, -0.066, -0.0995, -0.0517, -0.0324, 0.0166, 0.0392, -0.0658, -0.0761, -0.1197, -0.1595, -0.1438, -0.0977, -0.1195, -0.1122, -0.042, -0.0395, 0.0719, 0.0037, 0.0173, 0.002, -0.1104, -0.0361, -0.1027, -0.0878, -0.1339, -0.1548, -0.0878, -0.1209, -0.1857, -0.166, -0.1453, -0.0894, -0.1092, -0.1563, -0.2447, -0.2091, -0.2733, -0.331, -0.2977, -0.3664, -0.3179, -0.3023, -0.3288, -0.3121, -0.38, -0.4168, -0.4752, -0.4527, -0.5053, -0.5588, -0.5592, -0.4727, -0.5098, -0.4619, -0.4619, -0.4385, -0.5093, -0.459, -0.4293, -0.3842, -0.4225, -0.3922, -0.335, -0.3148, -0.3491, -0.4088, -0.4751, -0.4676, -0.5027, -0.5178, -0.4681, -0.4727, -0.4949, -0.5022, -0.5022, -0.5199, -0.516, -0.5299, -0.5395, -0.5395, -0.471, -0.4344, -0.4517, -0.4851, -0.4695, -0.4902, -0.472, -0.4705, -0.4461, -0.4764, -0.4715, -0.4715, -0.5211, -0.5022, -0.5099, -0.5116, -0.5285, -0.5026, -0.4975, -0.5472, -0.5743, -0.6133, -0.6209]}
{"unit_id": "reply:1954927905009754450", "ticker_idx": 2, "ts": "2025-08-11T15:28:28+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "as ETH moves higher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HIMS (undervalued) and BMNR (2-3x on ETH upside); highly concentrated in both; also implies ETH moves higher.", "resolved_tickers": ["ETH-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": "@SymoneBeez $HIMS is undervalued, and $BMNR is also a good move as ETH moves higher (2-3x). will be highly concentrated probably between these 2.", "reply_text": null, "parent_text": "@DeepValueBagger 100% you rarely do 10x in stofks without taking higher risks.\n\nI'm curious which companies you are thinking? I'm thinking CRCL CRWD HOOD HIMS PLTR CRWV RKLB", "quoted_text": null, "parent_author": "SymoneBeez", "ret_m1d": -0.05136494568218286, "ret_signed_m1d": -0.05136494568218286, "alpha_spy_m1d": -0.05334626805304665, "alpha_c_m1d": -0.05334626805304665, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08610382463415012, "ret_signed_p1d": 0.08610382463415012, "alpha_spy_p1d": 0.07545774682175832, "alpha_c_p1d": 0.07545774682175832, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": 0.0202362805406322, "ret_signed_p1w": 0.0202362805406322, "alpha_spy_p1w": 0.008631128966608115, "alpha_c_p1w": 0.008631128966608115, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": 0.019416927308709475, "ret_signed_p1m": 0.019416927308709475, "alpha_spy_p1m": -0.003243143295733164, "alpha_c_p1m": -0.003243143295733164, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.21639843138849468, "ret_signed_p3m": -0.21639843138849468, "alpha_spy_p3m": -0.2733999027510742, "alpha_c_p3m": -0.2733999027510742, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.4730124590669932, "ret_signed_p6m": -0.4730124590669932, "alpha_spy_p6m": -0.5635345433828037, "alpha_c_p6m": -0.5635345433828037, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019416927308709475, "alpha_spy_stated": -0.003243143295733164, "alpha_c_stated": -0.003243143295733164, "price_path": [-0.3825, -0.3975, -0.4, -0.4017, -0.4028, -0.3962, -0.3697, -0.4023, -0.3934, -0.37, -0.3655, -0.3772, -0.4015, -0.3832, -0.3865, -0.3829, -0.4284, -0.414, -0.3656, -0.3344, -0.3438, -0.3726, -0.3898, -0.399, -0.406, -0.4028, -0.4034, -0.4305, -0.4271, -0.4209, -0.4276, -0.4284, -0.4266, -0.4118, -0.4308, -0.3917, -0.387, -0.4065, -0.3984, -0.3812, -0.3445, -0.301, -0.3002, -0.2871, -0.2572, -0.2024, -0.1775, -0.1604, -0.1097, -0.113, -0.1413, -0.1228, -0.1182, -0.104, -0.1026, -0.0991, -0.1254, -0.1747, -0.1202, -0.1455, -0.1285, -0.074, -0.0514, 0.0, 0.0861, 0.1252, 0.076, 0.0504, 0.0202, -0.0363, 0.0254, -0.0009, 0.143, 0.0345, 0.0884, 0.0654, 0.0663, 0.0315, 0.0207, 0.0233, 0.0529, 0.017, 0.0189, 0.0192, 0.0194, 0.0289, 0.0554, 0.1155, 0.0709, 0.0654, 0.0865, 0.0859, 0.0577, -0.0057, -0.0145, -0.0174, -0.0848, -0.0452, -0.0023, -0.0192, 0.0294, 0.0617, 0.0681, 0.109, 0.053, 0.0711, 0.0336, -0.0908, 0.0044, -0.024, -0.0567, -0.0786, -0.0933, -0.0582, -0.0828, -0.0991, -0.0878, -0.0692, -0.0253, -0.0579, -0.0766, -0.1, -0.0899, -0.1478, -0.2211, -0.1897, -0.2164, -0.1873, -0.1558, -0.192, -0.1925, -0.2352, -0.2657, -0.2845, -0.2612, -0.2848, -0.3301, -0.3457, -0.3015, -0.3002, -0.2837, -0.2868, -0.2826, -0.3375, -0.2908, -0.2449, -0.2585, -0.2845, -0.2607, -0.2143, -0.2133, -0.2342, -0.2704, -0.2987, -0.2987, -0.3302, -0.3312, -0.2955, -0.2888, -0.2989, -0.3031, -0.3131, -0.3078, -0.3058, -0.297, -0.2981, -0.2902, -0.2608, -0.2368, -0.2203, -0.2508, -0.2656, -0.2706, -0.2684, -0.2141, -0.2064, -0.2153, -0.2204, -0.2461, -0.3055, -0.2953, -0.3022, -0.3013, -0.3077, -0.285, -0.2887, -0.3333, -0.3607, -0.4454, -0.473]}
{"unit_id": "reply:1964465244060991497", "ticker_idx": 0, "ts": "2025-09-06T23:06:26+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 will take a year to build which gives me some time to ramp up the position", "tweet_type": "prediction", "timeline": "months", "summary": "Plans to ramp up IREN position over the coming year as the build-out progresses.", "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": "@jaijungkim I hear same constraint on coreweave. They're going after powershell for immediate power (probably less optimal than iren). $iren will take a year to build which gives me some time to ramp up the position.", "reply_text": null, "parent_text": "@DeepValueBagger Agree on $IREN &gt; $CRWV on balance sheet. Sold my CRWV distribution Friday (invested via secondary early last year before the IPO) and added IREN. Today’s window is training, and Tier‑II colo is fine. The choke point is energizable power; IREN’s modular 600→100→25MW build + low", "quoted_text": null, "parent_author": "jaijungkim", "ret_m1d": -0.0015273354223619418, "ret_signed_m1d": -0.0015273354223619418, "alpha_spy_m1d": 0.0009232223280061236, "alpha_c_m1d": -0.0007740737379982043, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15273004652284672, "ret_signed_p1d": 0.15273004652284672, "alpha_spy_p1d": 0.15041816190269564, "alpha_c_p1d": 0.14839939360098708, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": 0.41809845865987616, "ret_signed_p1w": 0.41809845865987616, "alpha_spy_p1w": 0.3994803069178021, "alpha_c_p1w": 0.4073660661243952, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 1.355097329034674, "ret_signed_p1m": 1.355097329034674, "alpha_spy_p1m": 1.320966523749915, "alpha_c_p1m": 1.3393374782252732, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.7735776943775019, "ret_signed_p3m": 0.7735776943775019, "alpha_spy_p3m": 0.7158468718584694, "alpha_c_p3m": 0.7598957867136569, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": 0.4833905185912595, "ret_signed_p6m": 0.4833905185912595, "alpha_spy_p6m": 0.4288274925571389, "alpha_c_p6m": 0.512610025844184, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.355097329034674, "alpha_spy_stated": 1.320966523749915, "alpha_c_stated": 1.3393374782252732, "price_path": [-0.6067, -0.6117, -0.6247, -0.6029, -0.627, -0.6258, -0.6258, -0.6002, -0.593, -0.5594, -0.5468, -0.4994, -0.4654, -0.4437, -0.4185, -0.4021, -0.3578, -0.3578, -0.3528, -0.3551, -0.3524, -0.3498, -0.3803, -0.3402, -0.3555, -0.3391, -0.3108, -0.315, -0.307, -0.2902, -0.2749, -0.3074, -0.3234, -0.3669, -0.3971, -0.3837, -0.3849, -0.412, -0.3708, -0.3719, -0.3005, -0.291, -0.2955, -0.3139, -0.3192, -0.323, -0.2715, -0.2482, -0.2094, -0.2848, -0.2455, -0.252, -0.1817, -0.1172, -0.1222, -0.1464, -0.1203, 0.0111, 0.0111, 0.1115, 0.0771, -0.0023, -0.0015, 0.0, 0.1527, 0.2841, 0.2543, 0.2967, 0.4181, 0.3918, 0.4471, 0.3868, 0.4754, 0.5998, 0.5949, 0.7999, 0.7675, 0.5983, 0.7537, 0.7919, 0.7976, 0.7953, 0.9267, 1.205, 1.3551, 1.2944, 1.438, 1.2822, 1.449, 1.656, 1.5956, 1.3608, 1.3184, 1.2612, 1.1075, 0.979, 1.1329, 1.4017, 1.4815, 1.3834, 1.307, 1.223, 1.3196, 1.5869, 1.5441, 1.9175, 1.5567, 1.3818, 1.2974, 1.1909, 1.1268, 0.8576, 0.7705, 0.8102, 0.8652, 0.7499, 0.6598, 0.6136, 0.8515, 0.8125, 0.8499, 0.8499, 0.8255, 0.8515, 0.5701, 0.6785, 0.7736, 0.7071, 0.7694, 0.7885, 0.677, 0.6777, 0.5323, 0.3547, 0.3971, 0.2898, 0.3669, 0.5242, 0.6052, 0.6063, 0.6029, 0.6029, 0.5388, 0.5048, 0.4624, 0.4422, 0.4422, 0.6304, 0.8419, 0.753, 0.6657, 0.7442, 0.7575, 0.9217, 1.0233, 1.0191, 0.9813, 1.2077, 1.2077, 1.0718, 1.042, 0.9954, 1.1642, 0.9992, 1.2906, 1.4032, 1.2848, 1.0519, 1.0267, 1.0767, 0.7159, 0.5193, 0.5972, 0.7621, 0.6392, 0.6292, 0.5284, 0.6121, 0.6121, 0.5643, 0.6067, 0.6529, 0.5265, 0.6174, 0.7354, 0.6812, 0.6892, 0.5636, 0.5804, 0.4834]}
{"unit_id": "orig:1966893320891678924", "ticker_idx": 0, "ts": "2025-09-13T15:54:45+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to hold them for dear life. No more added leverage, no more speculation. Just let this ride in the next few years. I'm confident it will hit $2m-5m.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding BTC, ETH, and SUI long-term with high conviction; targets $2M–$5M portfolio over next few years.", "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 finally a crypto millionaire after 8 years in the crypto space, and it's not how you think.\n\n2017-2019 - ($0 -> ??? -> $100k) I mined 1 ETH/per day for a few days, when Ethereum was $250 and I concluded it was not sustainable with electricity cost. I couldn't get the new hardware for my rig and started trading.   Started my venture startup in DeFi, raised $1m. Paid myself below market, couldn't afford to accumulate.  Lost most of my money on altcoins in those days, but retained about $50k-$100K from $XTZ ICO.\n\n2020-2021 - ($50k -> $1m+ -> $100K) My crypto startup was on its last leg. I YOLO remain amount of money in 3x \"constant\" leverage on Ethereum with $30k. Everytime ETH moves up, i added more to maintain 3x. I grew $30K to $800K.  I reduced my leverage to 2x or so. Yet the blackswan of May 2021 pushed $ETH price below 50%, wiped out entire gains overnight. I was traumatized.  By July, a major bridge hacked took out about $200K.  \n\n2022+ ($100K to $1.1M) After I was traumatized and liquidated again a couple times on leveraged with $20k, I vowed never touch altcoins, and perpetuals again.  By this time, I had about maybe $100k-$150k scraped from a bunch of wallets I left in long term altcoins and converted to ETH & BTC (this was a good move as altcoin fell off the cliff). I started to accumulate $BTC and $ETH at rock bottom prices, and staking. I made some decent money on memecoins but lost a fair share on $TRUMP.   I added more capital but also resumed stock investment again. I cut off capital when stocks was doing better. At this time my crypto was around $300K.  \n\nBy this point, I started to apply my stock investment strategy toward strong conviction picks in the crypto. I was skeptical of altcoins as they seem struggle for revenue (gas fees), and ecosystem growth (lack of differentiation). A lot of airdrops but no real network usage. Meme coin were fads  that goes up quickly and die. I felt that only the top chains will have economy of scale and sustainable brand recognition. In 2024, I saw the momentum of $BTC  demand as sovereign and corporate reserve, and $ETH was struggling internally, I moved all my ETH to BTC in the run up of 2024. When Tom Lee started the ETH reserve narrative, I went back moved all my $BTC to $ETH. Throughout that, I had real high conviction on  $SUI, a former Libra team, excellent team and execution. I bought around $1.2 (now near $4) and kept about 30% position.\n\nOne contributing factor to my success is I keep improving the art of investing and try to look forward. If i looked back, I'd go crazy because I made my share of them. I met a person bought 10,000 BTC when it was $25 and still hold it. Luck yes, but they also didn't get scared of their investment (Famous quote of Peter Lynch) and Bitcoin/ETH had a lot of near death moments. Just grateful for this moment, and I'm going to hold them for dear life. No more added leverage, no more speculation. Just let this ride in the next few years. I'm confident it will hit $2m-5m.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_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": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "orig:1966893320891678924", "ticker_idx": 1, "ts": "2025-09-13T15:54:45+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to hold them for dear life. No more added leverage, no more speculation. Just let this ride in the next few years. I'm confident it will hit $2m-5m.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding BTC, ETH, and SUI long-term with high conviction; targets $2M–$5M portfolio over next few years.", "resolved_tickers": ["ETH-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 finally a crypto millionaire after 8 years in the crypto space, and it's not how you think.\n\n2017-2019 - ($0 -> ??? -> $100k) I mined 1 ETH/per day for a few days, when Ethereum was $250 and I concluded it was not sustainable with electricity cost. I couldn't get the new hardware for my rig and started trading.   Started my venture startup in DeFi, raised $1m. Paid myself below market, couldn't afford to accumulate.  Lost most of my money on altcoins in those days, but retained about $50k-$100K from $XTZ ICO.\n\n2020-2021 - ($50k -> $1m+ -> $100K) My crypto startup was on its last leg. I YOLO remain amount of money in 3x \"constant\" leverage on Ethereum with $30k. Everytime ETH moves up, i added more to maintain 3x. I grew $30K to $800K.  I reduced my leverage to 2x or so. Yet the blackswan of May 2021 pushed $ETH price below 50%, wiped out entire gains overnight. I was traumatized.  By July, a major bridge hacked took out about $200K.  \n\n2022+ ($100K to $1.1M) After I was traumatized and liquidated again a couple times on leveraged with $20k, I vowed never touch altcoins, and perpetuals again.  By this time, I had about maybe $100k-$150k scraped from a bunch of wallets I left in long term altcoins and converted to ETH & BTC (this was a good move as altcoin fell off the cliff). I started to accumulate $BTC and $ETH at rock bottom prices, and staking. I made some decent money on memecoins but lost a fair share on $TRUMP.   I added more capital but also resumed stock investment again. I cut off capital when stocks was doing better. At this time my crypto was around $300K.  \n\nBy this point, I started to apply my stock investment strategy toward strong conviction picks in the crypto. I was skeptical of altcoins as they seem struggle for revenue (gas fees), and ecosystem growth (lack of differentiation). A lot of airdrops but no real network usage. Meme coin were fads  that goes up quickly and die. I felt that only the top chains will have economy of scale and sustainable brand recognition. In 2024, I saw the momentum of $BTC  demand as sovereign and corporate reserve, and $ETH was struggling internally, I moved all my ETH to BTC in the run up of 2024. When Tom Lee started the ETH reserve narrative, I went back moved all my $BTC to $ETH. Throughout that, I had real high conviction on  $SUI, a former Libra team, excellent team and execution. I bought around $1.2 (now near $4) and kept about 30% position.\n\nOne contributing factor to my success is I keep improving the art of investing and try to look forward. If i looked back, I'd go crazy because I made my share of them. I met a person bought 10,000 BTC when it was $25 and still hold it. Luck yes, but they also didn't get scared of their investment (Famous quote of Peter Lynch) and Bitcoin/ETH had a lot of near death moments. Just grateful for this moment, and I'm going to hold them for dear life. No more added leverage, no more speculation. Just let this ride in the next few years. I'm confident it will hit $2m-5m.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.041624312042980005, "ret_signed_m1d": 0.041624312042980005, "alpha_spy_m1d": 0.046920080367775396, "alpha_c_m1d": 0.046920080367775396, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005137349788500112, "ret_signed_p1d": -0.005137349788500112, "alpha_spy_p1d": -0.003760464963804555, "alpha_c_p1d": -0.003760464963804555, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.07156079736570065, "ret_signed_p1w": -0.07156079736570065, "alpha_spy_p1w": -0.08333052014834519, "alpha_c_p1w": -0.08333052014834519, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.08867332374925141, "ret_signed_p1m": -0.08867332374925141, "alpha_spy_p1m": -0.09344853511638518, "alpha_c_p1m": -0.09344853511638518, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.28491597604899965, "ret_signed_p3m": -0.28491597604899965, "alpha_spy_p3m": -0.330566160092729, "alpha_c_p3m": -0.330566160092729, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.549988658093343, "ret_signed_p6m": -0.549988658093343, "alpha_spy_p6m": -0.5804829313598813, "alpha_c_p6m": -0.5804829313598813, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_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": [-0.4424, -0.443, -0.4682, -0.465, -0.4592, -0.4656, -0.4663, -0.4646, -0.4507, -0.4685, -0.432, -0.4276, -0.4459, -0.4382, -0.4222, -0.3879, -0.3473, -0.3466, -0.3343, -0.3064, -0.2552, -0.232, -0.216, -0.1687, -0.1718, -0.1982, -0.1809, -0.1766, -0.1633, -0.162, -0.1587, -0.1834, -0.2294, -0.1785, -0.2021, -0.1862, -0.1353, -0.1142, -0.0662, 0.0142, 0.0507, 0.0047, -0.0192, -0.0473, -0.1001, -0.0425, -0.0671, 0.0673, -0.034, 0.0163, -0.0052, -0.0043, -0.0368, -0.0469, -0.0445, -0.0169, -0.0504, -0.0486, -0.0483, -0.0481, -0.0392, -0.0145, 0.0416, 0.0, -0.0051, 0.0146, 0.0139, -0.0123, -0.0716, -0.0798, -0.0825, -0.1455, -0.1084, -0.0684, -0.0841, -0.0388, -0.0086, -0.0026, 0.0356, -0.0167, 0.0002, -0.0348, -0.1511, -0.0622, -0.0887, -0.1191, -0.1396, -0.1534, -0.1206, -0.1436, -0.1588, -0.1482, -0.1308, -0.0898, -0.1203, -0.1377, -0.1596, -0.1502, -0.2042, -0.2727, -0.2434, -0.2683, -0.2411, -0.2117, -0.2455, -0.246, -0.2859, -0.3144, -0.3319, -0.3101, -0.3322, -0.3744, -0.389, -0.3477, -0.3466, -0.3311, -0.3341, -0.3301, -0.3814, -0.3377, -0.295, -0.3076, -0.3319, -0.3096, -0.2663, -0.2654, -0.2849, -0.3187, -0.3452, -0.3452, -0.3745, -0.3755, -0.3421, -0.3359, -0.3454, -0.3493, -0.3586, -0.3537, -0.3517, -0.3436, -0.3446, -0.3372, -0.3098, -0.2873, -0.2719, -0.3004, -0.3142, -0.3189, -0.3169, -0.2661, -0.2589, -0.2672, -0.272, -0.2961, -0.3515, -0.3419, -0.3484, -0.3476, -0.3535, -0.3324, -0.3358, -0.3774, -0.403, -0.4821, -0.5079, -0.5265, -0.5976, -0.5442, -0.5353, -0.5539, -0.5713, -0.5699, -0.5475, -0.5586, -0.5599, -0.5684, -0.5696, -0.565, -0.5901, -0.5907, -0.5461, -0.5523, -0.5735, -0.5522, -0.562, -0.5302, -0.5424, -0.5629, -0.5597, -0.55]}
{"unit_id": "orig:1946299538412642776", "ticker_idx": 0, "ts": "2025-07-18T20:02:25+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is beginning of my long term position in $hims with 2000 shares and a cost basis of $48.40", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Initiating long-term long position in HIMS, 2000 shares at $48.40 cost basis via cash-secured puts.", "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": "Cash secured puts are limit buy orders with income.\n\nThis is beginning of my long term position in $hims with 2000 shares and a cost basis of $48.40 https://t.co/5Rj97C706P", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05840341771240931, "ret_signed_m1d": 0.05840341771240931, "alpha_spy_m1d": 0.06029597264881448, "alpha_c_m1d": 0.06029597264881448, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05063025051822989, "ret_signed_p1d": 0.05063025051822989, "alpha_spy_p1d": 0.05048705507912721, "alpha_c_p1d": 0.05048705507912721, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.2327731551730743, "ret_signed_p1w": 0.2327731551730743, "alpha_spy_p1w": 0.21977946951287564, "alpha_c_p1w": 0.21977946951287564, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": -0.11386551140105661, "ret_signed_p1m": -0.11386551140105661, "alpha_spy_p1m": -0.13142349034121803, "alpha_c_p1m": -0.13142349034121803, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.24264713071445265, "ret_signed_p3m": 0.24264713071445265, "alpha_spy_p3m": 0.18904777251268112, "alpha_c_p3m": 0.18904777251268112, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.32352937405143467, "ret_signed_p6m": -0.32352937405143467, "alpha_spy_p6m": -0.4332342560050013, "alpha_c_p6m": -0.4332342560050013, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_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": [-0.4389, -0.4088, -0.4099, -0.4017, -0.2639, -0.3046, -0.2403, -0.1424, -0.1202, 0.0393, 0.0998, 0.0798, 0.0916, 0.1599, 0.3445, 0.284, 0.2307, 0.3582, 0.3097, 0.2859, 0.2185, 0.1244, 0.1519, 0.1519, 0.121, 0.1206, 0.1008, 0.1882, 0.1926, 0.1498, 0.1263, 0.1086, 0.1834, 0.1945, 0.1607, 0.2092, 0.2006, 0.1655, 0.2559, 0.2445, 0.283, 0.283, 0.3492, -0.1181, -0.0977, -0.13, -0.0277, 0.038, 0.0473, 0.0076, -0.0029, 0.008, 0.008, 0.0172, 0.0286, 0.0765, 0.0561, 0.0061, 0.0931, 0.0601, 0.0893, 0.0502, 0.0584, 0.0, 0.0506, 0.2189, 0.2042, 0.2111, 0.2328, 0.2662, 0.3767, 0.3903, 0.3141, 0.3309, 0.1664, 0.0742, 0.0725, 0.0912, 0.05, 0.0076, 0.0153, -0.0099, -0.0332, -0.0525, -0.1139, -0.0887, -0.0765, -0.0637, -0.0968, -0.0473, -0.0754, -0.0731, -0.1103, -0.1103, -0.1275, -0.066, 0.0107, 0.017, 0.0429, 0.004, 0.0038, 0.0874, 0.166, 0.1336, 0.0691, 0.0578, 0.1807, 0.2147, 0.2122, 0.1765, 0.1187, 0.1527, 0.2269, 0.242, 0.1916, 0.183, 0.2158, 0.1038, 0.1504, 0.2179, 0.2221, 0.2237, 0.1334, 0.1498, 0.1349, 0.3185, 0.2426, 0.0458, 0.079, 0.037, -0.0029, 0.0187, 0.0248, 0.0132, -0.0101, -0.0204, -0.0744, -0.045, -0.0674, -0.1011, -0.0813, -0.1277, -0.138, -0.1376, -0.1649, -0.1803, -0.2426, -0.2231, -0.2525, -0.2382, -0.2473, -0.2937, -0.2708, -0.2063, -0.2208, -0.1933, -0.1933, -0.1647, -0.212, -0.2372, -0.2212, -0.1592, -0.1765, -0.1782, -0.1634, -0.2042, -0.2065, -0.2183, -0.2384, -0.2256, -0.2653, -0.2695, -0.2529, -0.2637, -0.2689, -0.2716, -0.2716, -0.2792, -0.2836, -0.3059, -0.3179, -0.3179, -0.2981, -0.2708, -0.255, -0.255, -0.2884, -0.3342, -0.3206, -0.3235]}
{"unit_id": "reply:1960893027066785952", "ticker_idx": 0, "ts": "2025-08-28T02:31:43+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i admit, I am in love with $HOOD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Admits being in love with HOOD; implicit ongoing bullish position.", "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": "reply_other", "lang": "en", "tweet_text": "@pepemoonboy they say don't fall in love with the stock. But i admit, I am in love with $HOOD.", "reply_text": null, "parent_text": "Watch this and you’ll understand why 25% of my net worth is in $HOOD.\n\nThis isn’t just a great product.\n\nThis is visionary leadership.\n\nVlad isn’t the next Steve Jobs…he’s bigger.\n\nHe speaks the language of the next generation, knows what drives them, and builds products that", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.007426022319712566, "ret_signed_m1d": -0.007426022319712566, "alpha_spy_m1d": -0.0038971949085397917, "alpha_c_m1d": -0.006126090870054446, "bench_spy_m1d": -0.0035288274111727747, "bench_c_m1d": -0.0012999314496581205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0032789693305557144, "ret_signed_p1d": 0.0032789693305557144, "alpha_spy_p1d": 0.009242608723517898, "alpha_c_p1d": 0.0006791783698920639, "bench_spy_p1d": -0.005963639392962183, "bench_c_p1d": 0.0025997909606636505, "ret_p1w": -0.007522410656105816, "ret_signed_p1w": -0.007522410656105816, "alpha_spy_p1w": -0.007830625538462588, "alpha_c_p1w": -0.011422133066427698, "bench_spy_p1w": 0.0003082148823567721, "bench_c_p1w": 0.003899722410321882, "ret_p1m": 0.17446230024069131, "ret_signed_p1m": 0.17446230024069131, "alpha_spy_p1m": 0.15175548886296886, "alpha_c_p1m": 0.17098406639503727, "bench_spy_p1m": 0.022706811377722458, "bench_c_p1m": 0.003478233845654044, "ret_p3m": 0.11457225357990697, "ret_signed_p3m": 0.11457225357990697, "alpha_spy_p3m": 0.07146762722792444, "alpha_c_p3m": 0.13568725521327407, "bench_spy_p3m": 0.04310462635198253, "bench_c_p3m": -0.021115001633367103, "ret_p6m": -0.2659851594336663, "ret_signed_p6m": -0.2659851594336663, "alpha_spy_p6m": -0.33450567379209584, "alpha_c_p6m": -0.2473566453833641, "bench_spy_p6m": 0.06852051435842954, "bench_c_p6m": -0.018628514050302192, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17446230024069131, "alpha_spy_stated": 0.15175548886296886, "alpha_c_stated": 0.17098406639503727, "price_path": [-0.3444, -0.3083, -0.303, -0.3007, -0.2778, -0.2921, -0.3007, -0.2778, -0.2879, -0.2998, -0.2598, -0.2772, -0.2444, -0.2444, -0.2429, -0.2637, -0.2091, -0.2019, -0.1849, -0.1992, -0.097, -0.1096, -0.0551, -0.0896, -0.0896, -0.0987, -0.1198, -0.0882, -0.0481, -0.0516, -0.036, -0.04, -0.0042, 0.017, 0.0583, 0.0063, -0.0177, -0.0155, -0.017, 0.0112, 0.0297, -0.0036, 0.0232, -0.0062, -0.0366, 0.0258, 0.0171, 0.0189, 0.0727, 0.1055, 0.0958, 0.1003, 0.0475, 0.0677, 0.1011, 0.1093, 0.0367, 0.0159, 0.0252, 0.0543, 0.041, 0.0493, -0.0074, 0.0, 0.0033, 0.0033, -0.0275, -0.0277, -0.0075, -0.0235, 0.1311, 0.1428, 0.1328, 0.1356, 0.1094, 0.1074, 0.132, 0.1442, 0.1661, 0.2034, 0.2045, 0.2171, 0.2229, 0.1829, 0.1745, 0.3185, 0.3808, 0.3419, 0.4051, 0.4338, 0.3913, 0.3984, 0.455, 0.4703, 0.3401, 0.3567, 0.3015, 0.2938, 0.2676, 0.2529, 0.3097, 0.2715, 0.2269, 0.2955, 0.3482, 0.4067, 0.4105, 0.3965, 0.3316, 0.4156, 0.4185, 0.3193, 0.3741, 0.2256, 0.2572, 0.3104, 0.2724, 0.2825, 0.1721, 0.1814, 0.1184, 0.1023, 0.1396, 0.0243, 0.0348, 0.1088, 0.1146, 0.2364, 0.2364, 0.2392, 0.1885, 0.2147, 0.2888, 0.322, 0.2725, 0.3157, 0.3088, 0.3083, 0.1899, 0.1525, 0.1116, 0.1515, 0.1168, 0.1299, 0.1703, 0.1802, 0.1596, 0.1615, 0.1615, 0.1393, 0.1325, 0.1134, 0.0908, 0.0908, 0.1111, 0.1885, 0.1737, 0.1281, 0.1128, 0.1117, 0.1334, 0.1596, 0.1541, 0.0642, 0.0487, 0.0487, 0.0202, 0.0215, 0.0247, 0.0318, 0.0319, 0.0149, -0.0028, -0.0236, -0.0406, -0.1329, -0.1603, -0.2225, -0.2991, -0.2013, -0.1652, -0.1745, -0.248, -0.3141, -0.2673, -0.2673, -0.2724, -0.2747, -0.2704, -0.266]}
{"unit_id": "quote:1946700396556083604", "ticker_idx": 0, "ts": "2025-07-19T22:35:17+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added $75k leverage on Ethereum. $eth", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds leveraged long ETH position ($75k); using 2x leverage this cycle with lesson learned from 2021 blowup.", "resolved_tickers": ["ETH-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": "In 2020, I turned $25k to $800k in $eth and lost the entire thing in a 60% drop in 12 hr in the 2021.  I was able to sustain 50% with leverage i had but did not expect 60%+.\n\nLearned my lesson deleverage mid/late cycle and now using 2x vs 3x.", "reply_text": null, "parent_text": null, "quoted_text": "Added $75k leverage on Ethereum. $eth", "parent_author": null, "ret_m1d": -0.05695823271824574, "ret_signed_m1d": -0.05695823271824574, "alpha_spy_m1d": -0.05506567778184057, "alpha_c_m1d": -0.05506567778184057, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037800761075303946, "ret_signed_p1d": -0.0037800761075303946, "alpha_spy_p1d": -0.003923271546633078, "alpha_c_p1d": -0.003923271546633078, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.006391727310347539, "ret_signed_p1w": 0.006391727310347539, "alpha_spy_p1w": -0.006601958349851111, "alpha_c_p1w": -0.006601958349851111, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.08239760193616918, "ret_signed_p1m": 0.08239760193616918, "alpha_spy_p1m": 0.06483962299600776, "alpha_c_p1m": 0.06483962299600776, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.034910999963736034, "ret_signed_p3m": 0.034910999963736034, "alpha_spy_p3m": -0.018688358238035496, "alpha_c_p3m": -0.018688358238035496, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.1172554710356023, "ret_signed_p6m": -0.1172554710356023, "alpha_spy_p6m": -0.22696035298916895, "alpha_c_p6m": -0.22696035298916895, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08239760193616918, "alpha_spy_stated": 0.06483962299600776, "alpha_c_stated": 0.06483962299600776, "price_path": [-0.5227, -0.5297, -0.5253, -0.522, -0.5219, -0.5234, -0.5113, -0.5104, -0.5165, -0.5177, -0.5186, -0.4137, -0.3768, -0.3367, -0.2878, -0.3065, -0.3233, -0.3261, -0.328, -0.3293, -0.3218, -0.2921, -0.3287, -0.3187, -0.2924, -0.2873, -0.3005, -0.3277, -0.3072, -0.3109, -0.3068, -0.3579, -0.3418, -0.2875, -0.2524, -0.263, -0.2954, -0.3146, -0.3249, -0.3328, -0.3292, -0.3299, -0.3603, -0.3565, -0.3495, -0.3571, -0.358, -0.3559, -0.3393, -0.3607, -0.3167, -0.3115, -0.3334, -0.3243, -0.305, -0.2638, -0.2148, -0.214, -0.1993, -0.1657, -0.1041, -0.0762, -0.057, 0.0, -0.0038, -0.0355, -0.0147, -0.0096, 0.0064, 0.008, 0.0119, -0.0177, -0.0731, -0.0118, -0.0402, -0.0211, 0.0401, 0.0655, 0.1232, 0.2199, 0.2638, 0.2085, 0.1798, 0.1459, 0.0824, 0.1518, 0.1222, 0.2838, 0.162, 0.2224, 0.1966, 0.1976, 0.1586, 0.1464, 0.1493, 0.1826, 0.1423, 0.1444, 0.1447, 0.145, 0.1557, 0.1854, 0.2529, 0.2029, 0.1967, 0.2204, 0.2196, 0.188, 0.1168, 0.1069, 0.1037, 0.0279, 0.0724, 0.1206, 0.1017, 0.1562, 0.1925, 0.1997, 0.2456, 0.1828, 0.2031, 0.161, 0.0212, 0.1281, 0.0962, 0.0595, 0.0349, 0.0184, 0.0578, 0.0301, 0.0119, 0.0246, 0.0455, 0.0948, 0.0582, 0.0372, 0.0109, 0.0222, -0.0428, -0.1251, -0.0899, -0.1199, -0.0872, -0.0518, -0.0925, -0.0931, -0.141, -0.1753, -0.1963, -0.1702, -0.1967, -0.2475, -0.2651, -0.2154, -0.214, -0.1955, -0.199, -0.1943, -0.2559, -0.2034, -0.1519, -0.1672, -0.1964, -0.1696, -0.1175, -0.1164, -0.1399, -0.1805, -0.2124, -0.2124, -0.2476, -0.2488, -0.2087, -0.2012, -0.2126, -0.2173, -0.2285, -0.2226, -0.2202, -0.2104, -0.2116, -0.2027, -0.1698, -0.1428, -0.1242, -0.1585, -0.1751, -0.1808, -0.1783, -0.1173]}
{"unit_id": "quote:1969762153629405690", "ticker_idx": 0, "ts": "2025-09-21T13:54:28+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC is getting started. It's why I haven't sold my leaps.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding INTC LEAPS; believes the move is just beginning and hasn't taken profits despite large gains.", "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": "$INTC is getting started. It's why I haven't sold my leaps. Once you make 900%, 80% doesn't look impressive.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC JUST LANDED ON MY WATCHLIST\n\nIntel spent years drowning under the weight of too many fabs and too few high-value products -- filling them with commodity CPUs that crushed margins and killed every turnaround attempt.\n\nThat flipped this week when $NVDA took a 5% equity stake https://t.co/UYUJf7Ituc", "parent_author": null, "ret_m1d": 0.02851181113693957, "ret_signed_m1d": 0.02851181113693957, "alpha_spy_m1d": 0.03322049120500692, "alpha_c_m1d": 0.04856336889188728, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": -0.020051557754947713, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020166895656822614, "ret_signed_p1d": 0.020166895656822614, "alpha_spy_p1d": 0.025610274521916443, "alpha_c_p1d": 0.021625734970703525, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.0014588393138809108, "ret_p1w": 0.19888731807485382, "ret_signed_p1w": 0.19888731807485382, "alpha_spy_p1w": 0.20362599149916205, "alpha_c_p1w": 0.19736643081777205, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.001520887257081771, "ret_p1m": 0.32545196900253437, "ret_signed_p1m": 0.32545196900253437, "alpha_spy_p1m": 0.3187786779570647, "alpha_c_p1m": 0.2536576527081553, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": 0.07179431629437905, "ret_p3m": 0.2614742173354778, "ret_signed_p3m": 0.2614742173354778, "alpha_spy_p3m": 0.24703301617262152, "alpha_c_p3m": 0.18362713843481915, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.07784707890065867, "ret_p6m": 0.5319889089932748, "ret_signed_p6m": 0.5319889089932748, "alpha_spy_p6m": 0.5230930641067313, "alpha_c_p6m": 0.29625955585020924, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": 0.23572935314306553, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32545196900253437, "alpha_spy_stated": 0.3187786779570647, "alpha_c_stated": 0.2536576527081553, "price_path": [-0.2281, -0.2177, -0.2111, -0.2211, -0.2055, -0.2392, -0.218, -0.218, -0.235, -0.1798, -0.185, -0.1718, -0.1853, -0.1898, -0.2031, -0.2111, -0.2072, -0.1968, -0.1912, -0.1919, -0.1832, -0.2131, -0.2803, -0.2809, -0.2903, -0.2928, -0.3115, -0.3286, -0.322, -0.298, -0.2903, -0.3126, -0.3063, -0.282, -0.2417, -0.2274, -0.1704, -0.146, -0.1773, -0.12, -0.1815, -0.1829, -0.1377, -0.1464, -0.1533, -0.136, -0.1332, -0.1533, -0.1533, -0.1582, -0.1655, -0.1443, -0.1485, -0.1488, -0.1502, -0.1387, -0.1443, -0.1627, -0.1387, -0.1213, -0.1342, 0.0629, 0.0285, 0.0, 0.0202, 0.0855, 0.1818, 0.2344, 0.1989, 0.1666, 0.2497, 0.2969, 0.2806, 0.2723, 0.2924, 0.3015, 0.3143, 0.2646, 0.2942, 0.2389, 0.2917, 0.2809, 0.2869, 0.3248, 0.3255, 0.2837, 0.3268, 0.331, 0.3748, 0.444, 0.4374, 0.3964, 0.3905, 0.3734, 0.2876, 0.3345, 0.2949, 0.3258, 0.3369, 0.3171, 0.3175, 0.2486, 0.235, 0.2069, 0.1937, 0.2208, 0.169, 0.1996, 0.2444, 0.2458, 0.2799, 0.2799, 0.4103, 0.3912, 0.5115, 0.5216, 0.4082, 0.4398, 0.4013, 0.4082, 0.4179, 0.3738, 0.3147, 0.3042, 0.2973, 0.2535, 0.2615, 0.2803, 0.2646, 0.2639, 0.2573, 0.2573, 0.2587, 0.2754, 0.2969, 0.283, 0.283, 0.3693, 0.3689, 0.3922, 0.4823, 0.4294, 0.5838, 0.532, 0.6443, 0.694, 0.6801, 0.6328, 0.6328, 0.6885, 0.8863, 0.8887, 0.5671, 0.4774, 0.5275, 0.6961, 0.6919, 0.6158, 0.6971, 0.7124, 0.6898, 0.6773, 0.759, 0.7469, 0.6387, 0.6791, 0.6161, 0.6269, 0.6269, 0.6057, 0.5807, 0.5515, 0.5337, 0.517, 0.6036, 0.63, 0.5807, 0.5859, 0.5821, 0.4986, 0.5848, 0.5977, 0.5097, 0.5848, 0.6266, 0.6683, 0.5734, 0.5914, 0.5911, 0.532]}
{"unit_id": "quote:1947734743308537943", "ticker_idx": 0, "ts": "2025-07-22T19:05:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is showing good support coming into earnings. Quite strong considering market was in panic few weeks ago. The market does not want to miss out on whatever gonna happen tomorrow.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TSLA into earnings; strong support and market FOMO ahead of the print.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "$TSLA is showing good support coming into earnings. Quite strong considering market was in panic few weeks ago. The market does not want to miss out on whatever gonna happen tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": "JACKPOT! $TSLA https://t.co/OX6YSxwFUD", "parent_author": null, "ret_m1d": -0.01089998878942311, "ret_signed_m1d": -0.01089998878942311, "alpha_spy_m1d": -0.010756813852318525, "alpha_c_m1d": -0.0008769589194723704, "bench_spy_m1d": -0.0001431749371045843, "bench_c_m1d": -0.01002302986995074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013550095657464123, "ret_signed_p1d": 0.0013550095657464123, "alpha_spy_p1d": -0.007152466786101153, "alpha_c_p1d": -0.0033903616649955115, "bench_spy_p1d": 0.008507476351847565, "bench_c_p1d": 0.004745371230741924, "ret_p1w": -0.032850482146696836, "ret_signed_p1w": -0.032850482146696836, "alpha_spy_p1w": -0.04302758041759702, "alpha_c_p1w": -0.029036426335560694, "bench_spy_p1w": 0.010177098270900187, "bench_c_p1w": -0.003814055811136141, "ret_p1m": -0.024720700422142583, "ret_signed_p1m": -0.024720700422142583, "alpha_spy_p1m": -0.03942974176731573, "alpha_c_p1m": -0.034034195609493834, "bench_spy_p1m": 0.014709041345173146, "bench_c_p1m": 0.00931349518735125, "ret_p3m": 0.322784670546874, "ret_signed_p3m": 0.322784670546874, "alpha_spy_p3m": 0.2633565714988646, "alpha_c_p3m": 0.2813021931687478, "bench_spy_p3m": 0.059428099048009386, "bench_c_p3m": 0.04148247737812616, "ret_p6m": 0.32245349907834364, "ret_signed_p6m": 0.32245349907834364, "alpha_spy_p6m": 0.2183611982492537, "alpha_c_p6m": 0.23403479777914638, "bench_spy_p6m": 0.10409230082908993, "bench_c_p6m": 0.08841870129919727, "ret_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": -0.032850482146696836, "alpha_spy_stated": -0.04302758041759702, "alpha_c_stated": -0.029036426335560694, "price_path": [-0.2186, -0.142, -0.1392, -0.1207, -0.1504, -0.1553, -0.1352, -0.1561, -0.1709, -0.1683, -0.1424, -0.1019, -0.0413, 0.0059, 0.0469, 0.0322, 0.0538, 0.0301, 0.0353, 0.0076, 0.0269, 0.0218, 0.0218, 0.0927, 0.0746, 0.0793, 0.0432, 0.0319, 0.0366, -0.0002, -0.1428, -0.1113, -0.0709, -0.0181, -0.0171, -0.0391, -0.0205, -0.009, -0.0475, -0.0303, -0.0303, -0.03, 0.0499, 0.0252, -0.0137, -0.0191, -0.0255, -0.0435, -0.0945, -0.0496, -0.0505, -0.0505, -0.1149, -0.1033, -0.1091, -0.067, -0.056, -0.0458, -0.0642, -0.0314, -0.0382, -0.0074, -0.0109, 0.0, 0.0014, -0.0807, -0.0483, -0.0196, -0.0329, -0.0394, -0.0718, -0.0888, -0.0688, -0.0704, -0.0367, -0.0296, -0.0074, 0.0208, 0.0263, 0.0219, 0.0104, -0.0047, 0.0092, -0.0084, -0.0247, -0.0361, 0.0238, 0.0436, 0.0589, 0.0527, 0.0418, 0.0053, 0.0053, -0.0083, 0.006, 0.0193, 0.0564, 0.043, 0.0447, 0.0472, 0.1105, 0.1922, 0.2347, 0.2695, 0.2823, 0.2552, 0.2829, 0.3074, 0.2823, 0.3333, 0.2748, 0.3261, 0.3345, 0.3391, 0.3835, 0.3128, 0.2942, 0.3648, 0.3041, 0.3209, 0.3114, 0.245, 0.3125, 0.2925, 0.3103, 0.291, 0.3228, 0.3472, 0.3327, 0.3218, 0.3519, 0.306, 0.3623, 0.3867, 0.3896, 0.3252, 0.3747, 0.4103, 0.3377, 0.3913, 0.3427, 0.2933, 0.3406, 0.3237, 0.2966, 0.2104, 0.2175, 0.2313, 0.2082, 0.2164, 0.1901, 0.1776, 0.258, 0.2628, 0.2845, 0.2845, 0.2953, 0.2952, 0.2925, 0.3452, 0.3686, 0.37, 0.3236, 0.3404, 0.3593, 0.3456, 0.382, 0.4312, 0.4751, 0.4069, 0.4555, 0.4489, 0.4716, 0.462, 0.4616, 0.4616, 0.4308, 0.384, 0.3683, 0.3541, 0.3541, 0.3191, 0.36, 0.3037, 0.299, 0.3122, 0.3399, 0.3518, 0.3465, 0.3225]}
{"unit_id": "reply:1970234756638949606", "ticker_idx": 0, "ts": "2025-09-22T21:12:25+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 added 2000 shares this morning", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 shares of IREN this morning; live long 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": "reply_other", "lang": "en", "tweet_text": "@moninvestor Don't scare me. I added 2000 shares this morning.", "reply_text": null, "parent_text": "$IREN is going to be one of the largest data center companies in the world.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.003112307079016885, "ret_signed_m1d": 0.003112307079016885, "alpha_spy_m1d": -0.0023608643316588296, "alpha_c_m1d": -0.0013520456483731014, "bench_spy_m1d": 0.0054731714106757146, "bench_c_m1d": 0.004464352727389986, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12856114132233998, "ret_signed_p1d": 0.12856114132233998, "alpha_spy_p1d": 0.1317428983455613, "alpha_c_p1d": 0.1313512360873086, "bench_spy_p1d": -0.003181757023221321, "bench_c_p1d": -0.002790094764968609, "ret_p1w": 0.12353363157440511, "ret_signed_p1w": 0.12353363157440511, "alpha_spy_p1w": 0.11905556536706063, "alpha_c_p1w": 0.12148740407024894, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.002046227504156173, "ret_p1m": 0.2408427403170208, "ret_signed_p1m": 0.2408427403170208, "alpha_spy_p1m": 0.23392200818534836, "alpha_c_p1m": 0.2655821982412613, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": -0.024739457924240482, "ret_p3m": -0.04429021471256667, "ret_signed_p3m": -0.04429021471256667, "alpha_spy_p3m": -0.07352834309078837, "alpha_c_p3m": -0.06437958651784992, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.02008937180528325, "ret_p6m": 0.010533842994660647, "ret_signed_p6m": 0.010533842994660647, "alpha_spy_p6m": 0.010270962256033522, "alpha_c_p6m": 0.09644975748059392, "bench_spy_p6m": 0.0002628807386271248, "bench_c_p6m": -0.08591591448593328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2408427403170208, "alpha_spy_stated": 0.23392200818534836, "alpha_c_stated": 0.2655821982412613, "price_path": [-0.6861, -0.6648, -0.6512, -0.6354, -0.6251, -0.5973, -0.5973, -0.5942, -0.5956, -0.594, -0.5923, -0.6114, -0.5863, -0.5959, -0.5856, -0.5679, -0.5705, -0.5655, -0.5549, -0.5454, -0.5657, -0.5758, -0.6031, -0.622, -0.6136, -0.6143, -0.6313, -0.6055, -0.6062, -0.5614, -0.5554, -0.5583, -0.5698, -0.5731, -0.5755, -0.5432, -0.5286, -0.5043, -0.5516, -0.5269, -0.531, -0.487, -0.4465, -0.4496, -0.4648, -0.4484, -0.3661, -0.3661, -0.3031, -0.3246, -0.3744, -0.374, -0.373, -0.2772, -0.1949, -0.2136, -0.187, -0.1108, -0.1274, -0.0927, -0.1305, -0.0749, 0.0031, 0.0, 0.1286, 0.1082, 0.0022, 0.0996, 0.1235, 0.1271, 0.1257, 0.208, 0.3826, 0.4767, 0.4386, 0.5286, 0.4309, 0.5356, 0.6653, 0.6275, 0.4802, 0.4537, 0.4178, 0.3214, 0.2408, 0.3373, 0.5059, 0.5559, 0.4944, 0.4465, 0.3938, 0.4544, 0.622, 0.5952, 0.8293, 0.6031, 0.4934, 0.4405, 0.3737, 0.3335, 0.1647, 0.1101, 0.135, 0.1695, 0.0972, 0.0407, 0.0117, 0.1609, 0.1365, 0.1599, 0.1599, 0.1446, 0.1609, -0.0156, 0.0524, 0.112, 0.0704, 0.1094, 0.1214, 0.0515, 0.052, -0.0393, -0.1506, -0.124, -0.1913, -0.1429, -0.0443, 0.0065, 0.0072, 0.005, 0.005, -0.0352, -0.0565, -0.0831, -0.0958, -0.0958, 0.0223, 0.1549, 0.0991, 0.0444, 0.0936, 0.102, 0.2049, 0.2686, 0.266, 0.2423, 0.3842, 0.3842, 0.299, 0.2803, 0.2511, 0.357, 0.2535, 0.4362, 0.5068, 0.4326, 0.2866, 0.2708, 0.3021, 0.0759, -0.0474, 0.0014, 0.1049, 0.0278, 0.0215, -0.0417, 0.0108, 0.0108, -0.0192, 0.0074, 0.0364, -0.0429, 0.0141, 0.0881, 0.0541, 0.0591, -0.0196, -0.0091, -0.0699, 0.0496, -0.0394, -0.1214, -0.0701, -0.0874, 0.005, -0.0096, -0.0045, 0.0759, 0.0285, 0.0105]}
{"unit_id": "quote:1945492604738502708", "ticker_idx": 0, "ts": "2025-07-16T14:35:57+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$hood keeps going up everyday. So I'm just going to repost pretty charts updates.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish HOOD; author notes it keeps rising daily and commits to tracking it upward.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$hood keeps going up everyday. So I'm just going to repost pretty charts updates.", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD ---&gt; $103 ---&gt; ✨     \n\nEdit: Robinhood webapp + Midjourney v1 Video Model https://t.co/E7tIUXtgfm", "parent_author": null, "ret_m1d": -0.03593219452273755, "ret_signed_m1d": -0.03593219452273755, "alpha_spy_m1d": -0.03260006104086122, "alpha_c_m1d": -0.02901042570504908, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021307476496292388, "ret_signed_p1d": 0.021307476496292388, "alpha_spy_p1d": 0.015187838618777816, "alpha_c_p1d": 0.01169394179780725, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.011331701394143412, "ret_signed_p1w": -0.011331701394143412, "alpha_spy_p1w": -0.027335828276803698, "alpha_c_p1w": -0.03228917575369361, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": 0.07225180711353651, "ret_signed_p1m": 0.07225180711353651, "alpha_spy_p1m": 0.039042284873559874, "alpha_c_p1m": 0.05302473771656602, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": 0.36251808886955206, "ret_signed_p3m": 0.36251808886955206, "alpha_spy_p3m": 0.2973835544127412, "alpha_c_p3m": 0.34668740101048945, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": 0.11757868658255144, "ret_signed_p6m": 0.11757868658255144, "alpha_spy_p6m": 0.006648646160969607, "alpha_c_p6m": 0.035478374786398925, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_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": -0.011331701394143412, "alpha_spy_stated": -0.027335828276803698, "alpha_c_stated": -0.03228917575369361, "price_path": [-0.6012, -0.614, -0.5923, -0.5675, -0.5337, -0.5211, -0.5261, -0.5218, -0.5244, -0.5485, -0.5294, -0.5346, -0.5284, -0.5158, -0.4763, -0.4707, -0.4438, -0.394, -0.4054, -0.4123, -0.4018, -0.3775, -0.3713, -0.3815, -0.3727, -0.3882, -0.3882, -0.3606, -0.3691, -0.3806, -0.3593, -0.3416, -0.3054, -0.3, -0.2977, -0.2748, -0.2891, -0.2977, -0.2748, -0.2848, -0.2969, -0.2567, -0.2741, -0.2412, -0.2412, -0.2397, -0.2605, -0.2057, -0.1985, -0.1814, -0.1958, -0.0932, -0.1058, -0.051, -0.0857, -0.0857, -0.0948, -0.116, -0.0844, -0.0441, -0.0476, -0.0319, -0.0359, 0.0, 0.0213, 0.0629, 0.0106, -0.0136, -0.0113, -0.0128, 0.0155, 0.0341, 0.0007, 0.0276, -0.0019, -0.0324, 0.0302, 0.0214, 0.0232, 0.0773, 0.1102, 0.1004, 0.105, 0.052, 0.0723, 0.1058, 0.114, 0.0412, 0.0202, 0.0295, 0.0588, 0.0454, 0.0538, -0.0032, 0.0043, 0.0076, 0.0076, -0.0233, -0.0235, -0.0033, -0.0194, 0.1359, 0.1477, 0.1376, 0.1404, 0.1141, 0.1122, 0.1369, 0.1491, 0.171, 0.2085, 0.2096, 0.2223, 0.2281, 0.1879, 0.1795, 0.3242, 0.3867, 0.3476, 0.4111, 0.4399, 0.3972, 0.4044, 0.4612, 0.4766, 0.3459, 0.3625, 0.307, 0.2993, 0.273, 0.2582, 0.3153, 0.2769, 0.2322, 0.301, 0.3539, 0.4127, 0.4165, 0.4024, 0.3372, 0.4216, 0.4245, 0.3249, 0.38, 0.2308, 0.2626, 0.316, 0.2778, 0.2879, 0.177, 0.1864, 0.1232, 0.107, 0.1444, 0.0287, 0.0392, 0.1135, 0.1193, 0.2416, 0.2416, 0.2445, 0.1936, 0.2199, 0.2943, 0.3277, 0.278, 0.3214, 0.3144, 0.3139, 0.195, 0.1574, 0.1163, 0.1564, 0.1215, 0.1347, 0.1753, 0.1852, 0.1646, 0.1665, 0.1665, 0.1441, 0.1373, 0.1182, 0.0954, 0.0954, 0.1158, 0.1936, 0.1787, 0.1329, 0.1176]}
{"unit_id": "reply:1967762189827383508", "ticker_idx": 0, "ts": "2025-09-16T01:27:19+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i picked up $RKT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Initiated a position in RKT; everything else seen as expensive.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gofallingknife thank you! yes. i picked up $RKT. everything else seem expensive so i'll take my time to CSP. likely selloff on ratecut.", "reply_text": null, "parent_text": "@DeepValueBagger Amazing job! Nice decision to close it out on this run up. Plenty of good opportunities to redeploy it", "quoted_text": null, "parent_author": "gofallingknife", "ret_m1d": 0.015888296409868552, "ret_signed_m1d": 0.015888296409868552, "alpha_spy_m1d": 0.014509513159438825, "alpha_c_m1d": 0.014509513159438825, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.001378783250429727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018777052530235094, "ret_signed_p1d": 0.018777052530235094, "alpha_spy_p1d": 0.020019509591927, "alpha_c_p1d": 0.020019509591927, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.001242457061691904, "ret_p1w": -0.05536830010518423, "ret_signed_p1w": -0.05536830010518423, "alpha_spy_p1w": -0.06301799453536183, "alpha_c_p1w": -0.06301799453536183, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.0076496944301776, "ret_p1m": -0.19451135418811327, "ret_signed_p1m": -0.19451135418811327, "alpha_spy_p1m": -0.20513881276968327, "alpha_c_p1m": -0.20513881276968327, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.010627458581569993, "ret_p3m": -0.09918157572890196, "ret_signed_p3m": -0.09918157572890196, "alpha_spy_p3m": -0.1350150733923291, "alpha_c_p3m": -0.1350150733923291, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03583349766342714, "ret_p6m": -0.270582605458378, "ret_signed_p6m": -0.270582605458378, "alpha_spy_p6m": -0.30120251467336456, "alpha_c_p6m": -0.30120251467336456, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.030619909214986585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19451135418811327, "alpha_spy_stated": -0.20513881276968327, "alpha_c_stated": -0.20513881276968327, "price_path": [-0.3361, -0.3067, -0.2927, -0.2802, -0.3101, -0.3024, -0.3154, -0.3173, -0.3028, -0.2985, -0.3144, -0.3144, -0.3495, -0.3385, -0.3284, -0.3361, -0.3414, -0.3284, -0.3592, -0.3452, -0.3365, -0.3264, -0.2759, -0.2297, -0.2195, -0.2845, -0.2778, -0.2759, -0.2682, -0.2942, -0.2889, -0.2037, -0.1873, -0.1319, -0.1276, -0.155, -0.1907, -0.1762, -0.1204, -0.0554, -0.0987, -0.1078, -0.1416, -0.1122, -0.1449, -0.1536, -0.0751, -0.0982, -0.0881, -0.1295, -0.1387, -0.1444, -0.1444, -0.1738, -0.1391, -0.078, -0.0246, -0.014, -0.0149, 0.0063, 0.0164, 0.0159, 0.0159, 0.0, 0.0188, 0.0178, -0.0125, -0.0457, -0.0554, -0.0568, -0.0828, -0.0607, -0.0303, -0.0669, -0.0568, -0.1156, -0.143, -0.1844, -0.2162, -0.2191, -0.2171, -0.2109, -0.2075, -0.1854, -0.1945, -0.2032, -0.1979, -0.1753, -0.1796, -0.1651, -0.1521, -0.1396, -0.1257, -0.157, -0.2181, -0.2325, -0.1979, -0.1868, -0.1931, -0.2152, -0.2484, -0.222, -0.1777, -0.1406, -0.1367, -0.1743, -0.1791, -0.2094, -0.183, -0.1921, -0.2215, -0.1603, -0.1276, -0.0534, -0.0496, -0.0496, -0.038, -0.0221, -0.0491, -0.051, -0.0664, -0.0838, -0.0944, -0.0857, -0.0737, -0.0679, -0.0992, -0.1237, -0.1228, -0.1257, -0.1021, -0.0814, -0.0741, -0.0814, -0.0636, -0.0636, -0.0655, -0.0674, -0.0342, -0.0679, -0.0679, -0.0429, 0.0159, 0.0212, 0.0246, 0.0226, 0.1213, 0.116, 0.0958, 0.0915, 0.1286, 0.1189, 0.1189, 0.0616, 0.0217, 0.0351, 0.0144, 0.0212, 0.0125, -0.0005, 0.0, -0.1367, -0.0963, -0.0202, -0.0371, -0.0756, -0.091, -0.0558, -0.025, -0.105, -0.1454, -0.1006, -0.1006, -0.1156, -0.1117, -0.1165, -0.1343, -0.1772, -0.1473, -0.1656, -0.1444, -0.1242, -0.1916, -0.209, -0.1993, -0.246, -0.2802, -0.2494, -0.2537, -0.2706]}
{"unit_id": "orig:1944593437212172389", "ticker_idx": 0, "ts": "2025-07-14T03:02:58+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": "BTC - digital gold, no inflation", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC, ETH, and SUI as only crypto bets on deflationary/low-inflation monetary properties and strong tech positioning.", "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": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019463635509109678, "ret_signed_m1d": -0.019463635509109678, "alpha_spy_m1d": -0.017559184207288525, "alpha_c_m1d": -0.017559184207288525, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.0019044513018211529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01729262210051885, "ret_signed_p1d": -0.01729262210051885, "alpha_spy_p1d": -0.013019409489104405, "alpha_c_p1d": -0.013019409489104405, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.004273212611414445, "ret_p1w": -0.02010988763139665, "ret_signed_p1w": -0.02010988763139665, "alpha_spy_p1w": -0.02644795134310518, "alpha_c_p1w": -0.02644795134310518, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.00633806371170853, "ret_p1m": 0.0026967369678245756, "ret_signed_p1m": 0.0026967369678245756, "alpha_spy_p1m": -0.025920206880690078, "alpha_c_p1m": -0.025920206880690078, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.028616943848514653, "ret_p3m": 0.015485084769583102, "ret_signed_p3m": 0.015485084769583102, "alpha_spy_p3m": -0.0616757123739573, "alpha_c_p3m": -0.0616757123739573, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.0771607971435404, "ret_p6m": -0.2179452363578811, "ret_signed_p6m": -0.2179452363578811, "alpha_spy_p6m": -0.3315285411883151, "alpha_c_p6m": -0.3315285411883151, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.113583304830434, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0026967369678245756, "alpha_spy_stated": -0.025920206880690078, "alpha_c_stated": -0.025920206880690078, "price_path": [-0.2988, -0.2916, -0.2954, -0.2698, -0.2203, -0.2182, -0.2162, -0.2097, -0.2075, -0.2133, -0.214, -0.1949, -0.1914, -0.2094, -0.1923, -0.1904, -0.1386, -0.1408, -0.1422, -0.1308, -0.1361, -0.1344, -0.1365, -0.1188, -0.109, -0.0849, -0.0682, -0.1048, -0.0869, -0.0906, -0.1005, -0.1185, -0.1323, -0.1165, -0.1203, -0.1261, -0.1525, -0.129, -0.0797, -0.08, -0.0931, -0.1162, -0.1148, -0.1089, -0.1272, -0.1249, -0.1265, -0.138, -0.1191, -0.1152, -0.1042, -0.1075, -0.1065, -0.1061, -0.1181, -0.0917, -0.0851, -0.0986, -0.0964, -0.0909, -0.0711, -0.0322, -0.0195, 0.0, -0.0173, -0.0093, -0.0047, -0.0154, -0.0201, 0.0012, -0.0091, -0.0124, -0.0185, -0.0161, -0.0161, -0.0168, -0.0341, -0.0545, -0.0399, -0.0476, -0.0402, -0.0196, -0.0264, -0.0093, 0.0027, 0.0292, -0.0124, -0.0205, -0.03, -0.0586, -0.0465, -0.062, -0.0248, -0.0811, -0.0671, -0.072, -0.061, -0.0954, -0.0884, -0.0722, -0.0678, -0.0761, -0.0768, -0.0649, -0.0694, -0.0492, -0.0362, -0.0313, -0.0368, -0.0251, -0.0282, -0.0226, -0.0347, -0.0593, -0.0654, -0.0544, -0.0901, -0.0846, -0.0455, -0.0483, -0.01, 0.0069, 0.0202, 0.0409, 0.0134, 0.0292, 0.0155, -0.0554, -0.0382, -0.0562, -0.0756, -0.0973, -0.1117, -0.0773, -0.0949, -0.1015, -0.0816, -0.0736, -0.0478, -0.0575, -0.0817, -0.0963, -0.0859, -0.111, -0.1524, -0.1331, -0.1548, -0.1375, -0.1156, -0.1406, -0.1517, -0.1681, -0.2124, -0.2316, -0.2245, -0.2368, -0.2772, -0.29, -0.2635, -0.2712, -0.2447, -0.2383, -0.2414, -0.2798, -0.2378, -0.2196, -0.2312, -0.2542, -0.2437, -0.2266, -0.2322, -0.2281, -0.2468, -0.2789, -0.267, -0.2812, -0.2869, -0.2649, -0.2617, -0.2706, -0.269, -0.2721, -0.2716, -0.2729, -0.2622, -0.2698, -0.2596, -0.2495, -0.2167, -0.2179]}
{"unit_id": "orig:1944593437212172389", "ticker_idx": 1, "ts": "2025-07-14T03:02:58+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH - #1 programmable blockchain, stable currency, small inflation", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTC, ETH, and SUI as only crypto bets on deflationary/low-inflation monetary properties and strong tech positioning.", "resolved_tickers": ["ETH-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": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01840628680064349, "ret_signed_m1d": -0.01840628680064349, "alpha_spy_m1d": -0.016501835498822337, "alpha_c_m1d": -0.016501835498822337, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.0019044513018211529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04199272686615596, "ret_signed_p1d": 0.04199272686615596, "alpha_spy_p1d": 0.046265939477570406, "alpha_c_p1d": 0.046265939477570406, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.004273212611414445, "ret_p1w": 0.24889916578118942, "ret_signed_p1w": 0.24889916578118942, "alpha_spy_p1w": 0.2425611020694809, "alpha_c_p1w": 0.2425611020694809, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.00633806371170853, "ret_p1m": 0.5235281464284312, "ret_signed_p1m": 0.5235281464284312, "alpha_spy_p1m": 0.4949112025799165, "alpha_c_p1m": 0.4949112025799165, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.028616943848514653, "ret_p3m": 0.449928601434777, "ret_signed_p3m": 0.449928601434777, "alpha_spy_p3m": 0.37276780429123657, "alpha_c_p3m": 0.37276780429123657, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.0771607971435404, "ret_p6m": 0.09378129637108934, "ret_signed_p6m": 0.09378129637108934, "alpha_spy_p6m": -0.019802008459344655, "alpha_c_p6m": -0.019802008459344655, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.113583304830434, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5235281464284312, "alpha_spy_stated": 0.4949112025799165, "alpha_c_stated": 0.4949112025799165, "price_path": [-0.4763, -0.4748, -0.4727, -0.4758, -0.4168, -0.404, -0.4127, -0.4071, -0.403, -0.4029, -0.4047, -0.3896, -0.3885, -0.3961, -0.3977, -0.3988, -0.2678, -0.2216, -0.1716, -0.1106, -0.1338, -0.1548, -0.1583, -0.1607, -0.1623, -0.153, -0.1159, -0.1616, -0.1491, -0.1162, -0.1099, -0.1263, -0.1604, -0.1348, -0.1394, -0.1343, -0.1981, -0.1779, -0.1101, -0.0663, -0.0796, -0.12, -0.144, -0.1569, -0.1668, -0.1623, -0.1632, -0.2011, -0.1963, -0.1876, -0.1971, -0.1982, -0.1956, -0.1749, -0.2016, -0.1467, -0.1402, -0.1675, -0.1561, -0.132, -0.0805, -0.0194, -0.0184, 0.0, 0.042, 0.1189, 0.1538, 0.1778, 0.2489, 0.2442, 0.2045, 0.2305, 0.2369, 0.2569, 0.2589, 0.2638, 0.2268, 0.1576, 0.2342, 0.1986, 0.2225, 0.299, 0.3307, 0.4027, 0.5235, 0.5784, 0.5093, 0.4734, 0.4311, 0.3518, 0.4384, 0.4015, 0.6033, 0.4512, 0.5267, 0.4945, 0.4957, 0.4469, 0.4318, 0.4354, 0.4769, 0.4266, 0.4293, 0.4297, 0.43, 0.4433, 0.4805, 0.5648, 0.5023, 0.4945, 0.5241, 0.5232, 0.4837, 0.3948, 0.3823, 0.3784, 0.2837, 0.3393, 0.3996, 0.3759, 0.4439, 0.4893, 0.4983, 0.5557, 0.4771, 0.5025, 0.4499, 0.2753, 0.4089, 0.369, 0.3233, 0.2925, 0.2719, 0.321, 0.2865, 0.2638, 0.2796, 0.3057, 0.3673, 0.3215, 0.2954, 0.2625, 0.2767, 0.1954, 0.0927, 0.1367, 0.0992, 0.14, 0.1842, 0.1334, 0.1327, 0.0728, 0.03, 0.0037, 0.0364, 0.0032, -0.0603, -0.0822, -0.0201, -0.0184, 0.0048, 0.0004, 0.0063, -0.0707, -0.0051, 0.0591, 0.0401, 0.0037, 0.0371, 0.1021, 0.1036, 0.0742, 0.0235, -0.0163, -0.0163, -0.0604, -0.0618, -0.0117, -0.0024, -0.0166, -0.0225, -0.0364, -0.0291, -0.0262, -0.0139, -0.0154, -0.0043, 0.0369, 0.0706, 0.0938]}
{"unit_id": "reply:1954708602561986768", "ticker_idx": 0, "ts": "2025-08-11T00:57:02+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "all in on $ETH for now", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in on ETH currently; plans to rotate back to BTC when ETH becomes stretched.", "resolved_tickers": ["ETH-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": "@NFT_ronald all in on $ETH for now. May rotate back to $BTC when i feel $ETH is stretched.", "reply_text": null, "parent_text": "@DeepValueBagger do you have any $sbet or $btcs exposure? or just betting on tom lee and $bmnr?", "quoted_text": null, "parent_author": "NFT_ronald", "ret_m1d": -0.05136494568218286, "ret_signed_m1d": -0.05136494568218286, "alpha_spy_m1d": -0.05334626805304665, "alpha_c_m1d": -0.05334626805304665, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08610382463415012, "ret_signed_p1d": 0.08610382463415012, "alpha_spy_p1d": 0.07545774682175832, "alpha_c_p1d": 0.07545774682175832, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": 0.0202362805406322, "ret_signed_p1w": 0.0202362805406322, "alpha_spy_p1w": 0.008631128966608115, "alpha_c_p1w": 0.008631128966608115, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": 0.019416927308709475, "ret_signed_p1m": 0.019416927308709475, "alpha_spy_p1m": -0.003243143295733164, "alpha_c_p1m": -0.003243143295733164, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.21639843138849468, "ret_signed_p3m": -0.21639843138849468, "alpha_spy_p3m": -0.2733999027510742, "alpha_c_p3m": -0.2733999027510742, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.4730124590669932, "ret_signed_p6m": -0.4730124590669932, "alpha_spy_p6m": -0.5635345433828037, "alpha_c_p6m": -0.5635345433828037, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019416927308709475, "alpha_spy_stated": -0.003243143295733164, "alpha_c_stated": -0.003243143295733164, "price_path": [-0.3825, -0.3975, -0.4, -0.4017, -0.4028, -0.3962, -0.3697, -0.4023, -0.3934, -0.37, -0.3655, -0.3772, -0.4015, -0.3832, -0.3865, -0.3829, -0.4284, -0.414, -0.3656, -0.3344, -0.3438, -0.3726, -0.3898, -0.399, -0.406, -0.4028, -0.4034, -0.4305, -0.4271, -0.4209, -0.4276, -0.4284, -0.4266, -0.4118, -0.4308, -0.3917, -0.387, -0.4065, -0.3984, -0.3812, -0.3445, -0.301, -0.3002, -0.2871, -0.2572, -0.2024, -0.1775, -0.1604, -0.1097, -0.113, -0.1413, -0.1228, -0.1182, -0.104, -0.1026, -0.0991, -0.1254, -0.1747, -0.1202, -0.1455, -0.1285, -0.074, -0.0514, 0.0, 0.0861, 0.1252, 0.076, 0.0504, 0.0202, -0.0363, 0.0254, -0.0009, 0.143, 0.0345, 0.0884, 0.0654, 0.0663, 0.0315, 0.0207, 0.0233, 0.0529, 0.017, 0.0189, 0.0192, 0.0194, 0.0289, 0.0554, 0.1155, 0.0709, 0.0654, 0.0865, 0.0859, 0.0577, -0.0057, -0.0145, -0.0174, -0.0848, -0.0452, -0.0023, -0.0192, 0.0294, 0.0617, 0.0681, 0.109, 0.053, 0.0711, 0.0336, -0.0908, 0.0044, -0.024, -0.0567, -0.0786, -0.0933, -0.0582, -0.0828, -0.0991, -0.0878, -0.0692, -0.0253, -0.0579, -0.0766, -0.1, -0.0899, -0.1478, -0.2211, -0.1897, -0.2164, -0.1873, -0.1558, -0.192, -0.1925, -0.2352, -0.2657, -0.2845, -0.2612, -0.2848, -0.3301, -0.3457, -0.3015, -0.3002, -0.2837, -0.2868, -0.2826, -0.3375, -0.2908, -0.2449, -0.2585, -0.2845, -0.2607, -0.2143, -0.2133, -0.2342, -0.2704, -0.2987, -0.2987, -0.3302, -0.3312, -0.2955, -0.2888, -0.2989, -0.3031, -0.3131, -0.3078, -0.3058, -0.297, -0.2981, -0.2902, -0.2608, -0.2368, -0.2203, -0.2508, -0.2656, -0.2706, -0.2684, -0.2141, -0.2064, -0.2153, -0.2204, -0.2461, -0.3055, -0.2953, -0.3022, -0.3013, -0.3077, -0.285, -0.2887, -0.3333, -0.3607, -0.4454, -0.473]}
{"unit_id": "reply:1954708602561986768", "ticker_idx": 1, "ts": "2025-08-11T00:57:02+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "May rotate back to $BTC when i feel $ETH is stretched", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in on ETH currently; plans to rotate back to BTC when ETH becomes stretched.", "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": "@NFT_ronald all in on $ETH for now. May rotate back to $BTC when i feel $ETH is stretched.", "reply_text": null, "parent_text": "@DeepValueBagger do you have any $sbet or $btcs exposure? or just betting on tom lee and $bmnr?", "quoted_text": null, "parent_author": "NFT_ronald", "ret_m1d": -0.017204530313124633, "ret_signed_m1d": -0.017204530313124633, "alpha_spy_m1d": -0.019185852683988425, "alpha_c_m1d": -0.019185852683988425, "bench_spy_m1d": 0.0019813223708637917, "bench_c_m1d": 0.0019813223708637917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012140515376580119, "ret_signed_p1d": 0.012140515376580119, "alpha_spy_p1d": 0.0014944375641883223, "alpha_c_p1d": 0.0014944375641883223, "bench_spy_p1d": 0.010646077812391797, "bench_c_p1d": 0.010646077812391797, "ret_p1w": -0.02088017042136514, "ret_signed_p1w": -0.02088017042136514, "alpha_spy_p1w": -0.03248532199538923, "alpha_c_p1w": -0.03248532199538923, "bench_spy_p1w": 0.011605151574024086, "bench_c_p1w": 0.011605151574024086, "ret_p1m": -0.06064862108388647, "ret_signed_p1m": -0.06064862108388647, "alpha_spy_p1m": -0.0833086916883291, "alpha_c_p1m": -0.0833086916883291, "bench_spy_p1m": 0.02266007060444264, "bench_c_p1m": 0.02266007060444264, "ret_p3m": -0.14680320115807566, "ret_signed_p3m": -0.14680320115807566, "alpha_spy_p3m": -0.20380467252065515, "alpha_c_p3m": -0.20380467252065515, "bench_spy_p3m": 0.05700147136257949, "bench_c_p3m": 0.05700147136257949, "ret_p6m": -0.3629863876757059, "ret_signed_p6m": -0.3629863876757059, "alpha_spy_p6m": -0.45350847199151645, "alpha_c_p6m": -0.45350847199151645, "bench_spy_p6m": 0.09052208431581055, "bench_c_p6m": 0.09052208431581055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06064862108388647, "alpha_spy_stated": -0.0833086916883291, "alpha_c_stated": -0.0833086916883291, "price_path": [-0.128, -0.1262, -0.1284, -0.1105, -0.1006, -0.0763, -0.0594, -0.0964, -0.0783, -0.082, -0.092, -0.1102, -0.1241, -0.1082, -0.112, -0.1179, -0.1445, -0.1208, -0.0711, -0.0714, -0.0846, -0.1078, -0.1065, -0.1005, -0.119, -0.1166, -0.1183, -0.1299, -0.1108, -0.1068, -0.0958, -0.0991, -0.0981, -0.0977, -0.1098, -0.0831, -0.0765, -0.0901, -0.0879, -0.0824, -0.0624, -0.0231, -0.0102, 0.0094, -0.008, 0.0001, 0.0047, -0.0061, -0.0109, 0.0106, 0.0002, -0.0031, -0.0092, -0.0068, -0.0068, -0.0076, -0.025, -0.0456, -0.0308, -0.0387, -0.0312, -0.0104, -0.0172, 0.0, 0.0121, 0.0388, -0.0031, -0.0112, -0.0209, -0.0497, -0.0375, -0.0532, -0.0156, -0.0725, -0.0584, -0.0632, -0.0521, -0.0869, -0.0799, -0.0634, -0.059, -0.0674, -0.0681, -0.0561, -0.0606, -0.0402, -0.0272, -0.0221, -0.0277, -0.0159, -0.0191, -0.0134, -0.0256, -0.0504, -0.0566, -0.0455, -0.0815, -0.076, -0.0365, -0.0394, -0.0007, 0.0164, 0.0298, 0.0507, 0.0229, 0.0389, 0.025, -0.0465, -0.0291, -0.0473, -0.0669, -0.0888, -0.1033, -0.0686, -0.0864, -0.093, -0.073, -0.0648, -0.0388, -0.0486, -0.0731, -0.0878, -0.0773, -0.1026, -0.1444, -0.125, -0.1468, -0.1294, -0.1073, -0.1325, -0.1438, -0.1603, -0.2049, -0.2244, -0.2172, -0.2296, -0.2704, -0.2833, -0.2566, -0.2644, -0.2376, -0.2312, -0.2342, -0.273, -0.2306, -0.2123, -0.2239, -0.2471, -0.2366, -0.2193, -0.225, -0.2208, -0.2397, -0.2721, -0.2601, -0.2745, -0.2802, -0.258, -0.2547, -0.2638, -0.2621, -0.2653, -0.2647, -0.2661, -0.2552, -0.263, -0.2527, -0.2425, -0.2093, -0.2106, -0.231, -0.2333, -0.2377, -0.2319, -0.1972, -0.1836, -0.1952, -0.1955, -0.2205, -0.2562, -0.2472, -0.2465, -0.2462, -0.2566, -0.2495, -0.2489, -0.2878, -0.2914, -0.3373, -0.363]}
{"unit_id": "orig:1966576027519308184", "ticker_idx": 0, "ts": "2025-09-12T18:53:56+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Who thinks $TSLA will follow conventional wisdom? 😀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rhetorically dismisses the $400 resistance ceiling, implying TSLA will break above it.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Conventional wisdom says that $TSLA will struggle to break the $400 resistance. Who thinks $TSLA will follow conventional wisdom? 😀 https://t.co/b1xdjzi7pe", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06852049481114852, "ret_signed_m1d": -0.06852049481114852, "alpha_spy_m1d": -0.06885523723548903, "alpha_c_m1d": -0.06336605925335337, "bench_spy_m1d": 0.00033474242434050616, "bench_c_m1d": -0.005154435557795156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03561147147692467, "ret_signed_p1d": 0.03561147147692467, "alpha_spy_p1d": 0.030287508678579433, "alpha_c_p1d": 0.026936930443556717, "bench_spy_p1d": 0.005323962798345239, "bench_c_p1d": 0.008674541033367955, "ret_p1w": 0.07609740035618495, "ret_signed_p1w": 0.07609740035618495, "alpha_spy_p1w": 0.06373051702687405, "alpha_c_p1w": 0.06453136712506446, "bench_spy_p1w": 0.012366883329310907, "bench_c_p1w": 0.011566033231120487, "ret_p1m": 0.10092436027852902, "ret_signed_p1m": 0.10092436027852902, "alpha_spy_p1m": 0.08956423872741559, "alpha_c_p1m": 0.11918488326802179, "bench_spy_p1m": 0.011360121551113433, "bench_c_p1m": -0.018260522989492767, "ret_p3m": 0.14019803359939553, "ret_signed_p3m": 0.14019803359939553, "alpha_spy_p3m": 0.09142129374842245, "alpha_c_p3m": 0.13511783304888358, "bench_spy_p3m": 0.04877673985097308, "bench_c_p3m": 0.0050802005505119485, "ret_p6m": 0.006920215733393853, "ret_signed_p6m": 0.006920215733393853, "alpha_spy_p6m": -0.030727887372529628, "alpha_c_p6m": 0.04292065005973855, "bench_spy_p6m": 0.03764810310592348, "bench_c_p6m": -0.0360004343263447, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10092436027852902, "alpha_spy_stated": 0.08956423872741559, "alpha_c_stated": 0.11918488326802179, "price_path": [-0.201, -0.1866, -0.1866, -0.1863, -0.1194, -0.1401, -0.1727, -0.1772, -0.1826, -0.1977, -0.2405, -0.2028, -0.2035, -0.2035, -0.2576, -0.2478, -0.2527, -0.2174, -0.2082, -0.1996, -0.2151, -0.1876, -0.1933, -0.1674, -0.1704, -0.1612, -0.1601, -0.2289, -0.2017, -0.1777, -0.1888, -0.1942, -0.2214, -0.2357, -0.2189, -0.2203, -0.192, -0.1861, -0.1674, -0.1437, -0.1392, -0.1428, -0.1524, -0.1651, -0.1535, -0.1683, -0.1819, -0.1915, -0.1413, -0.1246, -0.1118, -0.117, -0.1262, -0.1568, -0.1568, -0.1682, -0.1562, -0.145, -0.1139, -0.1251, -0.1237, -0.1216, -0.0685, 0.0, 0.0356, 0.0649, 0.0756, 0.0528, 0.0761, 0.0967, 0.0755, 0.1183, 0.0693, 0.1123, 0.1194, 0.1232, 0.1604, 0.1012, 0.0856, 0.1447, 0.0938, 0.108, 0.1, 0.0443, 0.1009, 0.0841, 0.099, 0.0829, 0.1095, 0.13, 0.1178, 0.1087, 0.134, 0.0954, 0.1426, 0.1632, 0.1656, 0.1115, 0.1531, 0.1829, 0.122, 0.167, 0.1262, 0.0848, 0.1245, 0.1103, 0.0875, 0.0153, 0.0212, 0.0328, 0.0134, 0.0203, -0.0018, -0.0122, 0.0552, 0.0593, 0.0774, 0.0774, 0.0865, 0.0864, 0.0841, 0.1283, 0.148, 0.1492, 0.1102, 0.1243, 0.1402, 0.1287, 0.1592, 0.2005, 0.2373, 0.1801, 0.2208, 0.2153, 0.2344, 0.2263, 0.2259, 0.2259, 0.2002, 0.1609, 0.1477, 0.1358, 0.1358, 0.1064, 0.1408, 0.0935, 0.0896, 0.1007, 0.1239, 0.1339, 0.1295, 0.1093, 0.1077, 0.105, 0.105, 0.0589, 0.0897, 0.1349, 0.1342, 0.0992, 0.0883, 0.0897, 0.0521, 0.0871, 0.0653, 0.0657, 0.0254, 0.0032, 0.0383, 0.054, 0.0739, 0.0817, 0.0534, 0.0543, 0.0543, 0.0371, 0.0388, 0.0398, 0.0401, 0.0098, 0.0339, 0.0542, 0.0319, 0.0166, 0.0186, -0.0089, 0.0253, 0.0243, 0.002, 0.0069]}
{"unit_id": "reply:1969502852725846408", "ticker_idx": 0, "ts": "2025-09-20T20:44:06+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is a quality company. definitely outperform $SPY in the long run", "tweet_type": "prediction", "timeline": "years", "summary": "TSLA will outperform SPY long-term; quality company worth holding.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Randolex $TSLA is a quality company. definitely outperform $SPY in the long run. probably add 2-3 more companies to complement the risks.", "reply_text": null, "parent_text": "@DeepValueBagger What do you think about diversification vs concentration at a young age. For example my case is hopefully achieving outperformance with TSLA vs SPY", "quoted_text": null, "parent_author": "Randolex", "ret_m1d": -0.018746653211690334, "ret_signed_m1d": -0.018746653211690334, "alpha_spy_m1d": -0.014037973143622984, "alpha_c_m1d": -0.0220149604103258, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.0032683071986354673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019253323313789705, "ret_signed_p1d": -0.019253323313789705, "alpha_spy_p1d": -0.013809944448695877, "alpha_c_p1d": -0.009843630544125292, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.009409692769664413, "ret_p1w": 0.020727298259167526, "ret_signed_p1w": 0.020727298259167526, "alpha_spy_p1w": 0.025465971683475752, "alpha_c_p1w": 0.018312529381111275, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.0024147688780562504, "ret_p1m": 0.019322481779660894, "ret_signed_p1m": 0.019322481779660894, "alpha_spy_p1m": 0.01264919073419124, "alpha_c_p1m": 0.023527731829639742, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.004205250049978848, "ret_p3m": 0.11321711759181219, "ret_signed_p3m": 0.11321711759181219, "alpha_spy_p3m": 0.09877591642895589, "alpha_c_p3m": 0.09448126440628313, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.01873585318552906, "ret_p6m": -0.08046798353100781, "ret_signed_p6m": -0.08046798353100781, "alpha_spy_p6m": -0.0893638284175513, "alpha_c_p6m": -0.02479549120166813, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.055672492329339685, "ret_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": [-0.2456, -0.2497, -0.2547, -0.2684, -0.3075, -0.273, -0.2737, -0.2737, -0.323, -0.3141, -0.3186, -0.2864, -0.278, -0.2702, -0.2843, -0.2592, -0.2644, -0.2408, -0.2435, -0.2351, -0.2341, -0.2969, -0.2721, -0.2502, -0.2603, -0.2652, -0.29, -0.303, -0.2878, -0.289, -0.2632, -0.2578, -0.2408, -0.2192, -0.215, -0.2184, -0.2271, -0.2387, -0.2281, -0.2416, -0.254, -0.2628, -0.2169, -0.2018, -0.1901, -0.1949, -0.2032, -0.2311, -0.2311, -0.2415, -0.2306, -0.2204, -0.192, -0.2022, -0.2009, -0.199, -0.1506, -0.0881, -0.0557, -0.029, -0.0192, -0.04, -0.0187, 0.0, -0.0193, 0.0198, -0.0249, 0.0143, 0.0207, 0.0242, 0.0582, 0.0041, -0.0101, 0.0438, -0.0026, 0.0103, 0.0031, -0.0477, 0.0039, -0.0114, 0.0022, -0.0126, 0.0117, 0.0304, 0.0193, 0.011, 0.034, -0.0011, 0.0419, 0.0607, 0.0629, 0.0136, 0.0515, 0.0787, 0.0231, 0.0642, 0.0269, -0.0108, 0.0254, 0.0125, -0.0083, -0.0742, -0.0688, -0.0582, -0.0759, -0.0696, -0.0898, -0.0993, -0.0378, -0.0341, -0.0176, -0.0176, -0.0093, -0.0094, -0.0114, 0.0289, 0.0468, 0.0479, 0.0124, 0.0252, 0.0397, 0.0292, 0.057, 0.0947, 0.1282, 0.0761, 0.1132, 0.1082, 0.1256, 0.1183, 0.1179, 0.1179, 0.0944, 0.0586, 0.0466, 0.0357, 0.0357, 0.0089, 0.0402, -0.0029, -0.0064, 0.0037, 0.0249, 0.034, 0.0299, 0.0115, 0.01, 0.0076, 0.0076, -0.0345, -0.0064, 0.0349, 0.0342, 0.0023, -0.0076, -0.0063, -0.0406, -0.0088, -0.0286, -0.0282, -0.0649, -0.0852, -0.0532, -0.0389, -0.0207, -0.0137, -0.0395, -0.0386, -0.0386, -0.0543, -0.0527, -0.0518, -0.0516, -0.0792, -0.0572, -0.0387, -0.059, -0.073, -0.0711, -0.0962, -0.0651, -0.066, -0.0863, -0.0818, -0.0805, -0.0608, -0.0903, -0.0991, -0.089, -0.0805]}
{"unit_id": "quote:1965437695184044405", "ticker_idx": 0, "ts": "2025-09-09T15:30:37+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I was convinced that it is deep value with incentive to hold long term, 2.8% dividends. So i moved all my $qqq to $unh", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Moved entire QQQ position into UNH; views UNH as deep value with 2.8% dividend and a tech hedge.", "resolved_tickers": ["UNH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "I told you guys I changed my mind with $unh. The more i thought about it, the more I was convinced that it is deep value with incentive to hold long term, 2.8% dividends. Plus it is a good hedge on tech. So i moved all my $qqq to $unh. https://t.co/R6x9ZTfiD7", "reply_text": null, "parent_text": null, "quoted_text": "I learned more about $UNH in the recent weeks. My initial skepticism come from the lack of confidence of the executive team. But having learned from @AJ_Invests_Co that the former CEO (who did a great job by many accounts) came back as CEO of the group and replaced all major", "parent_author": null, "ret_m1d": -0.0795298541142403, "ret_signed_m1d": -0.0795298541142403, "alpha_spy_m1d": -0.07722330197650196, "alpha_c_m1d": -0.07419037892066416, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.0053394751935761375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0032766002325259613, "ret_signed_p1d": -0.0032766002325259613, "alpha_spy_p1d": -0.006167500420792615, "alpha_c_p1d": 0.005814868974528764, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": -0.009091469207054725, "ret_p1w": -0.01723500188277749, "ret_signed_p1w": -0.01723500188277749, "alpha_spy_p1w": -0.032104372859335206, "alpha_c_p1w": -0.0052571421537840335, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": -0.011977859728993456, "ret_p1m": 0.06994061302802757, "ret_signed_p1m": 0.06994061302802757, "alpha_spy_p1m": 0.03204272875133629, "alpha_c_p1m": 0.02245620666152348, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.047484406366504084, "ret_p3m": -0.042890220607843976, "ret_signed_p3m": -0.042890220607843976, "alpha_spy_p3m": -0.10018574623641185, "alpha_c_p3m": -0.1537992667076432, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.11090904609979924, "ret_p6m": -0.1498698087060244, "ret_signed_p6m": -0.1498698087060244, "alpha_spy_p6m": -0.20942358618689405, "alpha_c_p6m": -0.2930985646208508, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.14322875591482642, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06994061302802757, "alpha_spy_stated": 0.03204272875133629, "alpha_c_stated": 0.02245620666152348, "price_path": [-0.091, -0.1052, -0.1157, -0.1122, -0.117, -0.117, -0.132, -0.1358, -0.1216, -0.1319, -0.1302, -0.1115, -0.1033, -0.0626, -0.116, -0.1132, -0.1132, -0.1271, -0.1156, -0.1294, -0.1391, -0.1259, -0.1361, -0.1616, -0.1593, -0.172, -0.1876, -0.1891, -0.1805, -0.1593, -0.1993, -0.1922, -0.1891, -0.2496, -0.2353, -0.2827, -0.3166, -0.3074, -0.2786, -0.2936, -0.2968, -0.2789, -0.2746, -0.2482, -0.2188, -0.2197, -0.1262, -0.1133, -0.1255, -0.1382, -0.1281, -0.1164, -0.1238, -0.1365, -0.1266, -0.1312, -0.1094, -0.1094, -0.1124, -0.1151, -0.1079, -0.0935, -0.0795, 0.0, -0.0033, 0.0164, 0.0132, 0.0062, -0.0172, -0.0119, -0.0316, -0.0262, -0.0128, 0.0056, 0.0176, -0.0005, -0.0048, -0.0016, -0.0013, 0.0074, 0.0231, 0.0418, 0.0377, 0.0518, 0.0699, 0.0635, 0.0253, 0.0374, 0.041, 0.0446, 0.0316, 0.0314, 0.0542, 0.0568, 0.0456, 0.0426, 0.0485, 0.0585, 0.0639, 0.0275, -0.0029, -0.0121, -0.0346, -0.0431, -0.0521, -0.0699, -0.0623, -0.0699, -0.0529, -0.0193, -0.0382, -0.0691, -0.0729, -0.093, -0.106, -0.0989, -0.0745, -0.0772, -0.0563, -0.0464, -0.0464, -0.0462, -0.0652, -0.0613, -0.0174, -0.0354, -0.0429, -0.0577, -0.0577, -0.0439, -0.0195, -0.0046, -0.0068, -0.0269, -0.0344, -0.0445, -0.0466, -0.0532, -0.0542, -0.0462, -0.0462, -0.0338, -0.0422, -0.0328, -0.0388, -0.0388, -0.0205, -0.0041, 0.0161, -0.005, 0.01, 0.0016, -0.0085, -0.0277, -0.0247, -0.013, -0.0361, -0.0361, -0.0146, 0.0126, 0.0321, 0.0374, 0.0239, -0.1768, -0.1439, -0.1489, -0.1645, -0.1684, -0.1725, -0.1966, -0.218, -0.1944, -0.1972, -0.2044, -0.1879, -0.172, -0.1463, -0.1463, -0.1582, -0.1608, -0.1558, -0.1556, -0.1779, -0.2023, -0.1725, -0.1653, -0.1461, -0.1412, -0.1579, -0.1499]}
{"unit_id": "quote:1965437695184044405", "ticker_idx": 1, "ts": "2025-09-09T15:30:37+00:00", "symbol": "QQQ", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i moved all my $qqq to $unh", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Moved entire QQQ position into UNH; views UNH as deep value with 2.8% dividend and a tech hedge.", "resolved_tickers": ["QQQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "I told you guys I changed my mind with $unh. The more i thought about it, the more I was convinced that it is deep value with incentive to hold long term, 2.8% dividends. Plus it is a good hedge on tech. So i moved all my $qqq to $unh. https://t.co/R6x9ZTfiD7", "reply_text": null, "parent_text": null, "quoted_text": "I learned more about $UNH in the recent weeks. My initial skepticism come from the lack of confidence of the executive team. But having learned from @AJ_Invests_Co that the former CEO (who did a great job by many accounts) came back as CEO of the group and replaced all major", "parent_author": null, "ret_m1d": -0.0028252106151093193, "ret_signed_m1d": 0.0028252106151093193, "alpha_spy_m1d": 0.0005186584773709813, "alpha_c_m1d": 0.0005186584773709813, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.002306552137738338, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003271885900453242, "ret_signed_p1d": -0.0003271885900453242, "alpha_spy_p1d": 0.00256371159822133, "alpha_c_p1d": 0.00256371159822133, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": 0.002890900188266654, "ret_p1w": 0.01838013862780885, "ret_signed_p1w": -0.01838013862780885, "alpha_spy_p1w": -0.0035107676512511343, "alpha_c_p1w": -0.0035107676512511343, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": 0.014869370976557716, "ret_p1m": 0.05450167445126186, "ret_signed_p1m": -0.05450167445126186, "alpha_spy_p1m": -0.016603790174570587, "alpha_c_p1m": -0.016603790174570587, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.037897884276691274, "ret_p3m": 0.0787153204657467, "ret_signed_p3m": -0.0787153204657467, "alpha_spy_p3m": -0.02141979483717882, "alpha_c_p3m": -0.02141979483717882, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.05729552562856788, "ret_p6m": 0.05466870227201159, "ret_signed_p6m": -0.05466870227201159, "alpha_spy_p6m": 0.0048850752088580585, "alpha_c_p6m": 0.0048850752088580585, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.05955377748086965, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05450167445126186, "alpha_spy_stated": -0.016603790174570587, "alpha_c_stated": -0.016603790174570587, "price_path": [-0.0817, -0.0933, -0.0807, -0.0896, -0.0898, -0.0898, -0.0935, -0.0842, -0.0702, -0.0678, -0.0591, -0.0558, -0.0497, -0.0577, -0.0512, -0.0418, -0.0418, -0.0491, -0.0485, -0.0418, -0.0432, -0.0453, -0.0419, -0.041, -0.04, -0.0322, -0.0332, -0.0281, -0.0332, -0.0288, -0.0267, -0.0244, -0.0213, -0.0228, -0.0215, -0.0267, -0.0459, -0.0283, -0.0349, -0.0227, -0.0194, -0.0103, -0.0132, -0.0008, -0.0003, -0.0011, -0.0055, -0.0059, -0.0193, -0.0252, -0.0297, -0.0147, -0.0176, -0.0136, -0.0121, -0.0059, -0.0174, -0.0174, -0.0257, -0.018, -0.0091, -0.0077, -0.0028, 0.0, 0.0003, 0.0061, 0.0106, 0.0192, 0.0184, 0.0163, 0.0255, 0.0325, 0.0386, 0.0317, 0.028, 0.0236, 0.0278, 0.0326, 0.0354, 0.0404, 0.0447, 0.0403, 0.0481, 0.0426, 0.0545, 0.0532, 0.0167, 0.0382, 0.0313, 0.0386, 0.0348, 0.0415, 0.0547, 0.0544, 0.0442, 0.053, 0.0643, 0.0832, 0.0915, 0.0965, 0.0797, 0.0849, 0.0901, 0.068, 0.0749, 0.0549, 0.0516, 0.0748, 0.072, 0.0711, 0.0493, 0.0501, 0.0411, 0.0284, 0.0345, 0.0101, 0.0176, 0.0437, 0.0501, 0.0594, 0.0594, 0.068, 0.0644, 0.0727, 0.0753, 0.0743, 0.0787, 0.0766, 0.078, 0.0824, 0.0789, 0.0583, 0.0529, 0.055, 0.0355, 0.0505, 0.0642, 0.0693, 0.0743, 0.0774, 0.0774, 0.0774, 0.0721, 0.0697, 0.0608, 0.0608, 0.0588, 0.0672, 0.0765, 0.0776, 0.0715, 0.0821, 0.083, 0.0814, 0.0699, 0.0737, 0.0728, 0.0728, 0.05, 0.0642, 0.072, 0.0753, 0.0801, 0.0899, 0.0935, 0.0869, 0.0739, 0.0812, 0.0646, 0.046, 0.031, 0.0528, 0.0608, 0.0559, 0.0587, 0.0372, 0.0394, 0.0394, 0.0384, 0.0461, 0.0421, 0.0513, 0.0385, 0.0497, 0.0649, 0.0521, 0.0487, 0.0501, 0.0388, 0.0547]}
{"unit_id": "quote:1967540061777617150", "ticker_idx": 0, "ts": "2025-09-15T10:44:40+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$tsla $420 🚀", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA to $420 on Musk's open-market share purchase.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "und", "tweet_text": "Omg $tsla $420 🚀", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: ELON MUSK BUYS $TSLA STOCK ON THE OPEN MARKET FOR THE FIRST TIME SINCE 2020 \n\n- He bought 1.9M shares on September 12th.\n\n- The prices were between $371–$396.\n\n- The total cost was around $736M.\n\nSeems like Elon thinks the S-curves for Tesla aren’t far away…\n\nLFG. https://t.co/GhxnnolwpX", "parent_author": null, "ret_m1d": -0.0343869032525661, "ret_signed_m1d": -0.0343869032525661, "alpha_spy_m1d": -0.029091134927770712, "alpha_c_m1d": -0.02578696275592074, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.008599940496645364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028241113869250656, "ret_signed_p1d": 0.028241113869250656, "alpha_spy_p1d": 0.029617998693946213, "alpha_c_p1d": 0.022092412596725897, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": 0.006148701272524759, "ret_p1w": 0.05894542582790008, "ret_signed_p1w": 0.05894542582790008, "alpha_spy_p1w": 0.047175703045255535, "alpha_c_p1w": 0.05934579894728198, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": -0.0004003731193819027, "ret_p1m": 0.04682465439796135, "ret_signed_p1m": 0.04682465439796135, "alpha_spy_p1m": 0.04204944303082758, "alpha_c_p1m": 0.07148871183550054, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": -0.02466405743753919, "ret_p3m": 0.08986929405811517, "ret_signed_p3m": 0.08986929405811517, "alpha_spy_p3m": 0.04421911001438583, "alpha_c_p3m": 0.08952060465559608, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.00034868940251908676, "ret_p6m": -0.02633893787309216, "ret_signed_p6m": -0.02633893787309216, "alpha_spy_p6m": -0.05683321113963047, "alpha_c_p6m": 0.019202849625824192, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": -0.04554178749891635, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04682465439796135, "alpha_spy_stated": 0.04204944303082758, "alpha_c_stated": 0.07148871183550054, "price_path": [-0.2146, -0.2146, -0.2143, -0.1496, -0.1697, -0.2012, -0.2055, -0.2107, -0.2253, -0.2666, -0.2302, -0.2309, -0.2309, -0.2831, -0.2737, -0.2784, -0.2443, -0.2354, -0.2271, -0.2421, -0.2155, -0.221, -0.1961, -0.1989, -0.1901, -0.189, -0.2554, -0.2292, -0.206, -0.2167, -0.2219, -0.2482, -0.262, -0.2458, -0.2471, -0.2198, -0.2141, -0.1961, -0.1732, -0.1688, -0.1723, -0.1816, -0.1938, -0.1826, -0.1969, -0.2101, -0.2193, -0.1708, -0.1547, -0.1424, -0.1474, -0.1562, -0.1858, -0.1858, -0.1968, -0.1852, -0.1744, -0.1444, -0.1552, -0.1538, -0.1518, -0.1006, -0.0344, 0.0, 0.0282, 0.0386, 0.0166, 0.0391, 0.0589, 0.0386, 0.0799, 0.0326, 0.074, 0.0809, 0.0846, 0.1205, 0.0633, 0.0483, 0.1054, 0.0562, 0.0699, 0.0622, 0.0084, 0.0631, 0.0468, 0.0612, 0.0456, 0.0714, 0.0912, 0.0794, 0.0706, 0.095, 0.0578, 0.1034, 0.1232, 0.1255, 0.0733, 0.1135, 0.1423, 0.0835, 0.1269, 0.0875, 0.0475, 0.0858, 0.0721, 0.0501, -0.0196, -0.0139, -0.0027, -0.0214, -0.0148, -0.0361, -0.0462, 0.0189, 0.0228, 0.0403, 0.0403, 0.0491, 0.049, 0.0468, 0.0895, 0.1085, 0.1096, 0.072, 0.0857, 0.101, 0.0899, 0.1193, 0.1592, 0.1947, 0.1395, 0.1788, 0.1735, 0.1919, 0.1842, 0.1838, 0.1838, 0.1589, 0.121, 0.1083, 0.0968, 0.0968, 0.0684, 0.1015, 0.0559, 0.0521, 0.0628, 0.0853, 0.0949, 0.0906, 0.0711, 0.0696, 0.067, 0.067, 0.0225, 0.0522, 0.0959, 0.0952, 0.0614, 0.0509, 0.0522, 0.0159, 0.0497, 0.0287, 0.0291, -0.0098, -0.0313, 0.0026, 0.0178, 0.037, 0.0445, 0.0171, 0.018, 0.018, 0.0014, 0.0031, 0.0041, 0.0043, -0.0249, -0.0016, 0.0179, -0.0036, -0.0184, -0.0164, -0.0429, -0.01, -0.011, -0.0325, -0.0277, -0.0263]}
{"unit_id": "quote:1945148851150619097", "ticker_idx": 0, "ts": "2025-07-15T15:49:59+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The House is will consider & vote on crypto and stablecoin legislations this week. $CRCL $CEPI $HOOD", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Flags upcoming House votes on crypto/stablecoin legislation as a bullish catalyst for CRCL, CEPI, and HOOD.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "The House is will consider &amp; vote  on crypto and stablecoin legislations this week. $CRCL $CEPI $HOOD", "reply_text": null, "parent_text": null, "quoted_text": "It’s Crypto Week!\n\nHere’s what’s on the table:\n\n➡️ CLARITY Act\n➡️ Anti-CBDC Surveillance State Act ️\n➡️ GENIUS Act\n\nLet's break these down 🧵", "parent_author": null, "ret_m1d": 0.04797007643143236, "ret_signed_m1d": 0.04797007643143236, "alpha_spy_m1d": 0.04367852510878345, "alpha_c_m1d": 0.03054504232951749, "bench_spy_m1d": 0.004291551322648912, "bench_c_m1d": 0.01742503410191487, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.19387700180304157, "ret_signed_p1d": 0.19387700180304157, "alpha_spy_p1d": 0.19053372808687663, "alpha_c_p1d": 0.18690698816227558, "bench_spy_p1d": 0.0033432737161649406, "bench_c_p1d": 0.006970013640765993, "ret_p1w": 0.015256211025465038, "ret_signed_p1w": 0.015256211025465038, "alpha_spy_p1w": 0.004454674418973736, "alpha_c_p1w": -0.004685693277065139, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": 0.019941904302530178, "ret_p1m": -0.2158910447634107, "ret_signed_p1m": -0.2158910447634107, "alpha_spy_p1m": -0.2524585535984615, "alpha_c_p1m": -0.2373818326524627, "bench_spy_p1m": 0.03656750883505078, "bench_c_p1m": 0.02149078788905201, "ret_p3m": -0.3194081749080766, "ret_signed_p3m": -0.3194081749080766, "alpha_spy_p3m": -0.37195336787463407, "alpha_c_p3m": -0.3326067991460384, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.013198624237961809, "ret_p6m": -0.5874161901273378, "ret_signed_p6m": -0.5874161901273378, "alpha_spy_p6m": -0.7021735520745842, "alpha_c_p6m": -0.671405867036867, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.08398967690952919, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2158910447634107, "alpha_spy_stated": -0.2524585535984615, "alpha_c_stated": -0.2373818326524627, "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, -0.5739, -0.4486, -0.41, -0.4578, -0.4, -0.4546, -0.3162, -0.2266, -0.2364, 0.0218, 0.0218, 0.2301, 0.3487, 0.1399, 0.0168, 0.0937, -0.0763, -0.0719, -0.0143, -0.0889, -0.0336, -0.0336, 0.0621, 0.0485, 0.0274, 0.0388, -0.041, 0.048, 0.0, 0.1939, 0.2035, 0.1457, 0.1063, 0.0153, 0.0362, -0.0115, -0.0126, -0.051, -0.0701, -0.0247, -0.0605, -0.1394, -0.1562, -0.2119, -0.1721, -0.2171, -0.1858, -0.1749, -0.1644, -0.2159, -0.2872, -0.2359, -0.2752, -0.3077, -0.2945, -0.3252, -0.3087, -0.3588, -0.3393, -0.3478, -0.3296, -0.3243, -0.3243, -0.3849, -0.3935, -0.3985, -0.4135, -0.4243, -0.3959, -0.418, -0.3155, -0.3584, -0.3137, -0.3098, -0.3291, -0.2811, -0.2621, -0.2953, -0.3295, -0.3264, -0.3618, -0.3499, -0.3157, -0.3213, -0.3394, -0.2335, -0.2537, -0.2397, -0.2386, -0.2297, -0.2296, -0.3194, -0.2962, -0.3116, -0.3115, -0.3423, -0.3524, -0.3303, -0.3352, -0.3611, -0.3352, -0.2728, -0.2664, -0.3032, -0.3256, -0.3718, -0.3499, -0.3966, -0.4305, -0.4213, -0.488, -0.472, -0.4671, -0.4967, -0.5582, -0.5785, -0.5808, -0.6079, -0.6078, -0.6431, -0.6573, -0.6348, -0.6276, -0.6411, -0.6281, -0.6281, -0.5908, -0.6112, -0.6035, -0.5582, -0.5522, -0.5617, -0.5702, -0.545, -0.5474, -0.5466, -0.5727, -0.6137, -0.5751, -0.5945, -0.5854, -0.5591, -0.5546, -0.5765, -0.5769, -0.5769, -0.5839, -0.5878, -0.591, -0.594, -0.594, -0.5727, -0.5659, -0.5656, -0.5874]}
{"unit_id": "quote:1945148851150619097", "ticker_idx": 2, "ts": "2025-07-15T15:49:59+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The House is will consider & vote on crypto and stablecoin legislations this week. $CRCL $CEPI $HOOD", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Flags upcoming House votes on crypto/stablecoin legislation as a bullish catalyst for CRCL, CEPI, and HOOD.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "The House is will consider &amp; vote  on crypto and stablecoin legislations this week. $CRCL $CEPI $HOOD", "reply_text": null, "parent_text": null, "quoted_text": "It’s Crypto Week!\n\nHere’s what’s on the table:\n\n➡️ CLARITY Act\n➡️ Anti-CBDC Surveillance State Act ️\n➡️ GENIUS Act\n\nLet's break these down 🧵", "parent_author": null, "ret_m1d": 0.004219390848727578, "ret_signed_m1d": 0.004219390848727578, "alpha_spy_m1d": -7.21604739213344e-05, "alpha_c_m1d": -0.013205643253187294, "bench_spy_m1d": 0.004291551322648912, "bench_c_m1d": 0.01742503410191487, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03727143912346431, "ret_signed_p1d": 0.03727143912346431, "alpha_spy_p1d": 0.03392816540729937, "alpha_c_p1d": 0.03030142548269832, "bench_spy_p1d": 0.0033432737161649406, "bench_c_p1d": 0.006970013640765993, "ret_p1w": 0.023206726314520365, "ret_signed_p1w": 0.023206726314520365, "alpha_spy_p1w": 0.012405189708029063, "alpha_c_p1w": 0.003264822011990187, "bench_spy_p1w": 0.010801536606491302, "bench_c_p1w": 0.019941904302530178, "ret_p1m": 0.09121962776311654, "ret_signed_p1m": 0.09121962776311654, "alpha_spy_p1m": 0.05465211892806576, "alpha_c_p1m": 0.06972883987406453, "bench_spy_p1m": 0.03656750883505078, "bench_c_p1m": 0.02149078788905201, "ret_p3m": 0.3960217544280802, "ret_signed_p3m": 0.3960217544280802, "alpha_spy_p3m": 0.3434765614615227, "alpha_c_p3m": 0.3828231301901184, "bench_spy_p3m": 0.052545192966557464, "bench_c_p3m": 0.013198624237961809, "ret_p6m": 0.17510548668738113, "ret_signed_p6m": 0.17510548668738113, "alpha_spy_p6m": 0.060348124740134734, "alpha_c_p6m": 0.09111580977785194, "bench_spy_p6m": 0.1147573619472464, "bench_c_p6m": 0.08398967690952919, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09121962776311654, "alpha_spy_stated": 0.05465211892806576, "alpha_c_stated": 0.06972883987406453, "price_path": [-0.5863, -0.5863, -0.5997, -0.5772, -0.5513, -0.5163, -0.5032, -0.5084, -0.504, -0.5066, -0.5316, -0.5119, -0.5173, -0.5108, -0.4978, -0.4568, -0.451, -0.423, -0.3714, -0.3833, -0.3904, -0.3795, -0.3543, -0.3479, -0.3584, -0.3493, -0.3654, -0.3654, -0.3367, -0.3456, -0.3575, -0.3354, -0.3171, -0.2795, -0.274, -0.2715, -0.2477, -0.2626, -0.2715, -0.2477, -0.2582, -0.2706, -0.229, -0.247, -0.2129, -0.2129, -0.2114, -0.233, -0.1761, -0.1687, -0.1509, -0.1659, -0.0594, -0.0724, -0.0157, -0.0516, -0.0516, -0.0611, -0.0831, -0.0502, -0.0084, -0.0121, 0.0042, 0.0, 0.0373, 0.0594, 0.1025, 0.0482, 0.0232, 0.0255, 0.024, 0.0533, 0.0726, 0.038, 0.0659, 0.0353, 0.0036, 0.0686, 0.0595, 0.0614, 0.1174, 0.1516, 0.1415, 0.1462, 0.0912, 0.1122, 0.147, 0.1555, 0.08, 0.0583, 0.0679, 0.0983, 0.0844, 0.093, 0.034, 0.0417, 0.0451, 0.0451, 0.0131, 0.0129, 0.0339, 0.0172, 0.1782, 0.1905, 0.18, 0.1829, 0.1556, 0.1536, 0.1792, 0.1919, 0.2147, 0.2536, 0.2547, 0.2678, 0.2739, 0.2322, 0.2234, 0.3735, 0.4384, 0.3978, 0.4637, 0.4936, 0.4493, 0.4567, 0.5157, 0.5316, 0.396, 0.4133, 0.3557, 0.3477, 0.3205, 0.3051, 0.3643, 0.3245, 0.2781, 0.3495, 0.4044, 0.4653, 0.4693, 0.4547, 0.3871, 0.4746, 0.4776, 0.3743, 0.4314, 0.2767, 0.3096, 0.3651, 0.3254, 0.3359, 0.2209, 0.2307, 0.1651, 0.1483, 0.1871, 0.067, 0.078, 0.155, 0.161, 0.2879, 0.2879, 0.2908, 0.2381, 0.2653, 0.3426, 0.3771, 0.3256, 0.3706, 0.3634, 0.3629, 0.2395, 0.2005, 0.1579, 0.1995, 0.1634, 0.177, 0.2191, 0.2294, 0.208, 0.21, 0.21, 0.1868, 0.1797, 0.1598, 0.1362, 0.1362, 0.1574, 0.2381, 0.2226, 0.1751]}
{"unit_id": "reply:1949969308613763324", "ticker_idx": 0, "ts": "2025-07-28T23:04:46+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "i have $500K+ $ETH staked, leveraged", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds $500K+ in ETH staked with leverage; live long position.", "resolved_tickers": ["ETH-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": "@EdMoneys i have $500K+ $ETH staked, leveraged", "reply_text": null, "parent_text": "@DeepValueBagger I would just buy Eth and stake it myself but there’s some opportunity with Tom Lee pumping it", "quoted_text": null, "parent_author": "EdMoneys", "ret_m1d": -0.01588385859458885, "ret_signed_m1d": -0.01588385859458885, "alpha_spy_m1d": -0.01852849594247541, "alpha_c_m1d": -0.01852849594247541, "bench_spy_m1d": 0.002644637347886558, "bench_c_m1d": 0.002644637347886558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0015918602984175134, "ret_signed_p1d": 0.0015918602984175134, "alpha_spy_p1d": 0.002851229920001419, "alpha_c_p1d": 0.002851229920001419, "bench_spy_p1d": -0.0012593696215839056, "bench_c_p1d": -0.0012593696215839056, "ret_p1w": -0.0180702411660294, "ret_signed_p1w": -0.0180702411660294, "alpha_spy_p1w": -0.0065944734911643765, "alpha_c_p1w": -0.0065944734911643765, "bench_spy_p1w": -0.011475767674865023, "bench_c_p1w": -0.011475767674865023, "ret_p1m": 0.21465792955926322, "ret_signed_p1m": 0.21465792955926322, "alpha_spy_p1m": 0.19675970710255797, "alpha_c_p1m": 0.19675970710255797, "bench_spy_p1m": 0.01789822245670525, "bench_c_p1m": 0.01789822245670525, "ret_p3m": 0.01811272085570992, "ret_signed_p3m": 0.01811272085570992, "alpha_spy_p3m": -0.050941903864480054, "alpha_c_p3m": -0.050941903864480054, "bench_spy_p3m": 0.06905462472018997, "bench_c_p3m": 0.06905462472018997, "ret_p6m": -0.22490739556571349, "ret_signed_p6m": -0.22490739556571349, "alpha_spy_p6m": -0.3100239372846636, "alpha_c_p6m": -0.3100239372846636, "bench_spy_p6m": 0.08511654171895011, "bench_c_p6m": 0.08511654171895011, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21465792955926322, "alpha_spy_stated": 0.19675970710255797, "alpha_c_stated": 0.19675970710255797, "price_path": [-0.5264, -0.5144, -0.5135, -0.5195, -0.5208, -0.5217, -0.4174, -0.3807, -0.3409, -0.2924, -0.3109, -0.3275, -0.3303, -0.3322, -0.3335, -0.3261, -0.2966, -0.3329, -0.323, -0.2969, -0.2918, -0.3049, -0.332, -0.3116, -0.3153, -0.3112, -0.362, -0.3459, -0.292, -0.2571, -0.2677, -0.2998, -0.3189, -0.3292, -0.3371, -0.3335, -0.3342, -0.3644, -0.3606, -0.3536, -0.3612, -0.3621, -0.36, -0.3435, -0.3648, -0.3211, -0.3159, -0.3377, -0.3286, -0.3094, -0.2684, -0.2198, -0.219, -0.2044, -0.171, -0.1098, -0.082, -0.0629, -0.0064, -0.0101, -0.0416, -0.021, -0.0159, 0.0, 0.0016, 0.0055, -0.024, -0.079, -0.0181, -0.0463, -0.0273, 0.0335, 0.0587, 0.1161, 0.2121, 0.2558, 0.2009, 0.1723, 0.1386, 0.0755, 0.1444, 0.1151, 0.2756, 0.1546, 0.2147, 0.189, 0.19, 0.1512, 0.1392, 0.142, 0.175, 0.135, 0.1372, 0.1375, 0.1377, 0.1483, 0.1779, 0.245, 0.1952, 0.1891, 0.2126, 0.2119, 0.1805, 0.1097, 0.0998, 0.0966, 0.0214, 0.0656, 0.1135, 0.0947, 0.1488, 0.185, 0.1921, 0.2377, 0.1752, 0.1954, 0.1536, 0.0147, 0.1209, 0.0892, 0.0528, 0.0283, 0.0119, 0.051, 0.0236, 0.0055, 0.0181, 0.0389, 0.0878, 0.0514, 0.0306, 0.0045, 0.0158, -0.0489, -0.1307, -0.0956, -0.1255, -0.093, -0.0578, -0.0983, -0.0988, -0.1465, -0.1805, -0.2014, -0.1754, -0.2018, -0.2523, -0.2698, -0.2204, -0.219, -0.2006, -0.2041, -0.1994, -0.2607, -0.2084, -0.1573, -0.1724, -0.2015, -0.1748, -0.1231, -0.122, -0.1453, -0.1857, -0.2174, -0.2174, -0.2524, -0.2536, -0.2137, -0.2063, -0.2176, -0.2223, -0.2334, -0.2275, -0.2252, -0.2155, -0.2166, -0.2078, -0.1751, -0.1482, -0.1298, -0.1639, -0.1803, -0.186, -0.1835, -0.1229, -0.1142, -0.1242, -0.1299, -0.1586, -0.2249]}
{"unit_id": "reply:1961094847885918636", "ticker_idx": 0, "ts": "2025-08-28T15:53:41+00:00", "symbol": "ACN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "clients have incentive to hire $ACN, who likely have strong relationships within their network, vast amount resources to deploy to scale up for new initiatives", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Insider perspective: ACN's client relationships, scale, and deep domain expertise make it resilient to AI disruption; implicitly bullish.", "resolved_tickers": ["ACN"], "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": "as an insider, i can tell you consulting is quite interesting business\n\n1. clients have incentive to hire $ACN, who likely have strong relationships within their network, vast amount resources to deploy to scale up for new initiatives\n\n2. clients take on initiatives without the locking into new head counts. \n\n3. top firms like $ACN have extremely hardworking, and smart people. I think the most difficult challenges to integrate to AI at large company is understanding the business process and building something that solves it. \n\nFor example, i was on a team on life science which brought in experts who knew how the health insuring business work with the vast process of billing, claims, etc. Only through top-tier like ACN you can bring in group say 50-100 to build an entire business for you with deep expertise. On the tech, it wasn't impressive, but I would assume they use off the shelf stuff or partner with another company to the work.\n\nFinancial, it looks very sound... below is $ACN", "reply_text": null, "parent_text": "@DeepValueBagger @Vince85623723 What are your thoughts on $ACN, $GLOB etc. with AI? Overblown threat or not?\n\nOnly those focusing on fed govt, particularly defense, am I comfortable with right now. Corporate consultants seem more prone to disruption.", "quoted_text": null, "parent_author": "SayNoToTrading", "ret_m1d": 0.0037084350121918686, "ret_signed_m1d": 0.0037084350121918686, "alpha_spy_m1d": 0.007237262423364643, "alpha_c_m1d": 0.011549821451354858, "bench_spy_m1d": -0.0035288274111727747, "bench_c_m1d": -0.00784138643916299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014833860189206849, "ret_signed_p1d": 0.014833860189206849, "alpha_spy_p1d": 0.020797499582169032, "alpha_c_p1d": 0.030178595638951422, "bench_spy_p1d": -0.005963639392962183, "bench_c_p1d": -0.015344735449744573, "ret_p1w": -0.012608859252111304, "ret_signed_p1w": -0.012608859252111304, "alpha_spy_p1w": -0.012917074134468076, "alpha_c_p1w": 0.0020230856647069917, "bench_spy_p1w": 0.0003082148823567721, "bench_c_p1w": -0.014631944916818296, "ret_p1m": -0.06714294741981586, "ret_signed_p1m": -0.06714294741981586, "alpha_spy_p1m": -0.08984975879753831, "alpha_c_p1m": -0.11463427118336378, "bench_spy_p1m": 0.022706811377722458, "bench_c_p1m": 0.04749132376354792, "ret_p3m": -0.027091428796606087, "ret_signed_p3m": -0.027091428796606087, "alpha_spy_p3m": -0.07019605514858862, "alpha_c_p3m": -0.08066846214007939, "bench_spy_p3m": 0.04310462635198253, "bench_c_p3m": 0.0535770333434733, "ret_p6m": -0.15934731063223662, "ret_signed_p6m": -0.15934731063223662, "alpha_spy_p6m": -0.22786782499066616, "alpha_c_p6m": -0.21941346560438502, "bench_spy_p6m": 0.06852051435842954, "bench_c_p6m": 0.0600661549721484, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06714294741981586, "alpha_spy_stated": -0.08984975879753831, "alpha_c_stated": -0.11463427118336378, "price_path": [0.2215, 0.2154, 0.229, 0.225, 0.2338, 0.2298, 0.2465, 0.2399, 0.2357, 0.2108, 0.2209, 0.212, 0.1901, 0.1901, 0.1084, 0.1458, 0.1681, 0.1443, 0.15, 0.1476, 0.161, 0.1754, 0.1742, 0.1838, 0.1838, 0.1674, 0.1782, 0.1552, 0.1257, 0.0972, 0.093, 0.0777, 0.0917, 0.1036, 0.1025, 0.1026, 0.1202, 0.1166, 0.0997, 0.1053, 0.0815, 0.0887, 0.0696, 0.0427, -0.0031, 0.0102, -0.0355, -0.0337, -0.0564, -0.0662, -0.0685, -0.0714, -0.0409, -0.0391, -0.0358, -0.0275, -0.0011, -0.0044, -0.0085, 0.0119, -0.0005, -0.0029, 0.0037, 0.0, 0.0148, 0.0148, 0.0, -0.0079, -0.0126, -0.0048, -0.0023, -0.0163, -0.051, -0.0469, -0.0688, -0.0714, -0.0756, -0.0583, -0.0649, -0.0643, -0.0632, -0.0807, -0.0667, -0.0922, -0.0671, -0.0358, -0.0374, -0.0486, -0.0462, -0.0424, -0.0312, -0.0193, -0.0125, -0.0161, -0.0595, -0.0492, -0.0467, -0.0643, -0.0865, -0.0694, -0.0546, -0.0221, -0.0274, -0.0248, -0.0333, -0.0211, -0.011, -0.0329, -0.027, -0.0237, -0.0302, -0.0518, -0.0326, -0.0579, -0.0406, -0.0454, -0.0531, -0.0376, -0.0336, -0.0428, -0.0579, -0.0631, -0.0589, -0.06, -0.0169, -0.049, -0.0271, -0.0325, -0.0325, -0.0241, 0.0049, 0.0189, 0.0651, 0.0514, 0.0407, 0.0403, 0.0522, 0.0627, 0.0554, 0.0601, 0.0722, 0.062, 0.0686, 0.0538, 0.0628, 0.0566, 0.057, 0.0539, 0.0539, 0.0582, 0.0592, 0.054, 0.0474, 0.0474, 0.0148, 0.0305, 0.0771, 0.0695, 0.1001, 0.0956, 0.0968, 0.0805, 0.1264, 0.1234, 0.1173, 0.1173, 0.0646, 0.0958, 0.1129, 0.0972, 0.0958, 0.0766, 0.0557, 0.0197, 0.0292, 0.0415, -0.0584, -0.0567, -0.0882, -0.0607, -0.0758, -0.0598, -0.1005, -0.1332, -0.1247, -0.1247, -0.1416, -0.1271, -0.1609, -0.1593]}
{"unit_id": "reply:1967954232021238181", "ticker_idx": 0, "ts": "2025-09-16T14:10:26+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 trust Peter Beck. Csp to get more shares", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB; selling CSPs to acquire more shares on the dip.", "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": "reply_other", "lang": "en", "tweet_text": "@RKLBMan I trust Peter Beck. Csp to get more shares", "reply_text": null, "parent_text": "$RKLB falling 10% due to a 3% dilution is insane to me, especially knowing they're raising money at an ATH to likely acquire someone.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.14382478859697367, "ret_signed_m1d": 0.14382478859697367, "alpha_spy_m1d": 0.14244600534654395, "alpha_c_m1d": 0.14086104581381198, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.0029637427831616936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017673889682456867, "ret_signed_p1d": 0.017673889682456867, "alpha_spy_p1d": 0.01891634674414877, "alpha_c_p1d": 0.022218498872024095, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.004544609189567228, "ret_p1w": 0.11990689054083448, "ret_signed_p1w": 0.11990689054083448, "alpha_spy_p1w": 0.11225719611065688, "alpha_c_p1w": 0.10777330824564246, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.012133582295192014, "ret_p1m": 0.4661868601782819, "ret_signed_p1m": 0.4661868601782819, "alpha_spy_p1m": 0.45555940159671193, "alpha_c_p1m": 0.4569630696556015, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.009223790522680408, "ret_p3m": 0.3015134526115597, "ret_signed_p3m": 0.3015134526115597, "alpha_spy_p3m": 0.26567995494813257, "alpha_c_p3m": 0.2649097277727077, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03660372483885199, "ret_p6m": 0.5231241551771568, "ret_signed_p6m": 0.5231241551771568, "alpha_spy_p6m": 0.49250424596217024, "alpha_c_p6m": 0.39835877845200973, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.12476537672514709, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4661868601782819, "alpha_spy_stated": 0.45555940159671193, "alpha_c_stated": 0.4569630696556015, "price_path": [-0.4105, -0.3642, -0.3062, -0.2918, -0.3153, -0.2351, -0.2511, -0.2429, -0.2734, -0.2448, -0.2452, -0.2452, -0.1771, -0.18, -0.1716, -0.1724, -0.1739, -0.0854, -0.056, 0.0094, 0.0865, 0.0877, -0.0012, -0.0077, 0.0403, 0.0187, 0.0039, -0.0452, -0.0731, -0.017, -0.028, -0.0515, -0.0573, -0.0528, -0.0666, -0.0642, -0.0541, -0.0471, -0.0807, -0.0899, -0.0939, -0.063, -0.0482, -0.1339, -0.1387, -0.121, -0.0606, -0.0005, 0.0187, -0.0211, 0.0141, 0.0287, 0.0287, 0.0437, -0.0786, -0.0901, -0.0297, 0.0103, -0.0046, -0.0228, 0.0251, 0.129, 0.1438, 0.0, 0.0177, -0.0014, 0.0115, 0.0543, 0.1199, 0.0306, -0.013, -0.0208, -0.005, 0.0141, 0.0153, 0.1106, 0.1887, 0.2382, 0.3019, 0.3824, 0.4059, 0.3601, 0.3847, 0.4399, 0.4662, 0.4181, 0.4027, 0.4255, 0.3843, 0.2819, 0.3455, 0.3665, 0.3889, 0.3493, 0.4004, 0.2894, 0.3331, 0.2983, 0.1974, 0.1942, 0.0501, 0.093, 0.0985, 0.0846, 0.0577, -0.0422, -0.0361, -0.0833, -0.0945, -0.0767, -0.1644, -0.147, -0.1015, -0.0983, -0.1125, -0.1125, -0.1081, -0.1455, -0.1131, -0.0534, 0.045, 0.0383, 0.0913, 0.1309, 0.2175, 0.3447, 0.3015, 0.1728, 0.1745, 0.1421, 0.2683, 0.4926, 0.6414, 0.6336, 0.6336, 0.6336, 0.4954, 0.4842, 0.4912, 0.4766, 0.4766, 0.6084, 0.6539, 0.8209, 0.7797, 0.7585, 0.796, 0.8605, 0.8326, 0.9431, 0.921, 1.0383, 1.0383, 0.8872, 0.8588, 0.8622, 0.8817, 0.7035, 0.8415, 0.8747, 0.8135, 0.6948, 0.5695, 0.7202, 0.5475, 0.4037, 0.5307, 0.6052, 0.5246, 0.4736, 0.3972, 0.4275, 0.4275, 0.4793, 0.5752, 0.6209, 0.4998, 0.4861, 0.481, 0.4859, 0.5377, 0.4626, 0.5022, 0.4844, 0.5221, 0.4816, 0.484, 0.513, 0.459, 0.5231]}
{"unit_id": "quote:1970183576982298932", "ticker_idx": 0, "ts": "2025-09-22T17:49:03+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 Datacenter sector is on 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI datacenter names NBIS, IREN, and CRWV; endorses the all-in datacenter portfolio 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": "AI Datacenter sector is on 🔥\n\n$NBIS $IREN $CRWV https://t.co/kw8IKD86XT", "reply_text": null, "parent_text": null, "quoted_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me https://t.co/eABbQQYPZP", "parent_author": null, "ret_m1d": -0.06838650112454847, "ret_signed_m1d": -0.06838650112454847, "alpha_spy_m1d": -0.06367782105648112, "alpha_c_m1d": -0.07188620647436605, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.0034997053498175834, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011257078750597227, "ret_signed_p1d": 0.011257078750597227, "alpha_spy_p1d": 0.016700457615691056, "alpha_c_p1d": 0.012690694554676085, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.0014336158040788582, "ret_p1w": 0.03395875045402419, "ret_signed_p1w": 0.03395875045402419, "alpha_spy_p1w": 0.038697423878332415, "alpha_c_p1w": 0.034211688012791064, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": -0.00025293755876687474, "ret_p1m": -0.02176359970012043, "ret_signed_p1m": -0.02176359970012043, "alpha_spy_p1m": -0.028436890745590082, "alpha_c_p1m": -0.0054876910482341, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.01627590865188633, "ret_p3m": -0.2674484291212419, "ret_signed_p3m": -0.2674484291212419, "alpha_spy_p3m": -0.2818896302840982, "alpha_c_p3m": -0.24965457050489737, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": -0.017793858616344527, "ret_p6m": 0.09127583017082053, "ret_signed_p6m": 0.09127583017082053, "alpha_spy_p6m": 0.08237998528427704, "alpha_c_p6m": 0.11519641297115746, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.02392058280033693, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02176359970012043, "alpha_spy_stated": -0.028436890745590082, "alpha_c_stated": -0.0054876910482341, "price_path": [-0.5448, -0.5066, -0.5137, -0.481, -0.528, -0.5312, -0.5286, -0.5286, -0.5512, -0.5582, -0.568, -0.5644, -0.5844, -0.5127, -0.4978, -0.4999, -0.4963, -0.5048, -0.5087, -0.5215, -0.5133, -0.5107, -0.5181, -0.5052, -0.5272, -0.5189, -0.4894, -0.5122, -0.4918, -0.4825, -0.4832, -0.3873, -0.3548, -0.3411, -0.2933, -0.3374, -0.3578, -0.3281, -0.3195, -0.3697, -0.3671, -0.3792, -0.3529, -0.3432, -0.3388, -0.3424, -0.3242, -0.3591, -0.3591, -0.3835, -0.3841, -0.3911, -0.3858, -0.3991, -0.1021, -0.1239, -0.1633, -0.1519, -0.1467, -0.1611, -0.1174, -0.1171, -0.0684, 0.0, 0.0113, 0.0622, 0.0126, 0.0103, 0.034, 0.0532, 0.0845, 0.1808, 0.2006, 0.172, 0.1041, 0.1445, 0.2443, 0.2156, 0.2707, 0.2022, 0.1804, 0.1542, 0.0642, 0.0225, -0.0218, -0.0749, -0.0041, 0.1, 0.1766, 0.1429, 0.1735, 0.1649, 0.2272, 0.1301, 0.037, 0.0976, 0.0266, 0.0439, 0.0314, -0.0411, -0.1148, -0.1686, -0.2163, -0.1934, -0.1507, -0.1082, -0.206, -0.2189, -0.1379, -0.1662, -0.1117, -0.1117, -0.11, -0.0605, -0.0952, -0.072, -0.0356, -0.0803, -0.0588, -0.0956, -0.122, -0.1156, -0.1774, -0.2388, -0.2406, -0.2922, -0.2674, -0.1608, -0.1254, -0.1554, -0.1451, -0.1451, -0.1783, -0.1929, -0.201, -0.2148, -0.2148, -0.1562, -0.1292, -0.0597, -0.0975, -0.0872, -0.0813, 0.0068, -0.011, -0.0433, -0.0255, 0.02, 0.02, -0.0686, -0.0725, -0.0915, -0.1135, -0.142, -0.0819, -0.0579, -0.1097, -0.2008, -0.173, -0.1562, -0.2271, -0.307, -0.1923, -0.1287, -0.1389, -0.1688, -0.1583, -0.0806, -0.0806, -0.0852, -0.045, 0.0095, -0.0814, -0.0562, -0.0377, -0.0045, -0.0161, -0.1446, -0.1462, -0.1857, -0.0827, -0.1027, -0.162, -0.1094, -0.0954, 0.0506, 0.0135, 0.0596, 0.2181, 0.0913]}
{"unit_id": "quote:1970183576982298932", "ticker_idx": 1, "ts": "2025-09-22T17:49:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI Datacenter sector is on 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI datacenter names NBIS, IREN, and CRWV; endorses the all-in datacenter portfolio 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": "AI Datacenter sector is on 🔥\n\n$NBIS $IREN $CRWV https://t.co/kw8IKD86XT", "reply_text": null, "parent_text": null, "quoted_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me https://t.co/eABbQQYPZP", "parent_author": null, "ret_m1d": -0.07780434409332848, "ret_signed_m1d": -0.07780434409332848, "alpha_spy_m1d": -0.07309566402526113, "alpha_c_m1d": -0.0791376687509111, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.001333324657582624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0031026506773500495, "ret_signed_p1d": -0.0031026506773500495, "alpha_spy_p1d": 0.002340728187743779, "alpha_c_p1d": 0.0013418601858459223, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.004444510863195972, "ret_p1w": 0.09618135161183239, "ret_signed_p1w": 0.09618135161183239, "alpha_spy_p1w": 0.10092002503614061, "alpha_c_p1w": 0.09377390226898119, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.002407449342851198, "ret_p1m": 0.31730304736943404, "ret_signed_p1m": 0.31730304736943404, "alpha_spy_p1m": 0.3106297563239644, "alpha_c_p1m": 0.34082153004354265, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.02351848267410861, "ret_p3m": -0.14558477486094568, "ret_signed_p3m": -0.14558477486094568, "alpha_spy_p3m": -0.16002597602380197, "alpha_c_p3m": -0.15558481704797555, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.010000042187029878, "ret_p6m": 0.025298270166865144, "ret_signed_p6m": 0.025298270166865144, "alpha_spy_p6m": 0.016402425280321653, "alpha_c_p6m": 0.10431271822358401, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.07901444805671887, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31730304736943404, "alpha_spy_stated": 0.3106297563239644, "alpha_c_stated": 0.34082153004354265, "price_path": [-0.7167, -0.6871, -0.6659, -0.6523, -0.6365, -0.6263, -0.5986, -0.5986, -0.5955, -0.5969, -0.5952, -0.5936, -0.6126, -0.5876, -0.5971, -0.5869, -0.5692, -0.5718, -0.5668, -0.5563, -0.5468, -0.5671, -0.5771, -0.6043, -0.6232, -0.6148, -0.6155, -0.6325, -0.6067, -0.6074, -0.5628, -0.5568, -0.5597, -0.5711, -0.5745, -0.5768, -0.5446, -0.5301, -0.5058, -0.553, -0.5284, -0.5325, -0.4885, -0.4482, -0.4513, -0.4665, -0.4501, -0.368, -0.368, -0.3053, -0.3267, -0.3764, -0.3759, -0.3749, -0.2795, -0.1974, -0.216, -0.1895, -0.1136, -0.1301, -0.0955, -0.1332, -0.0778, 0.0, -0.0031, 0.1251, 0.1048, -0.001, 0.0962, 0.12, 0.1236, 0.1222, 0.2043, 0.3783, 0.4721, 0.4341, 0.5239, 0.4265, 0.5308, 0.6601, 0.6224, 0.4757, 0.4492, 0.4134, 0.3173, 0.237, 0.3332, 0.5012, 0.5511, 0.4897, 0.442, 0.3895, 0.4499, 0.6169, 0.5902, 0.8236, 0.5981, 0.4888, 0.436, 0.3695, 0.3294, 0.1611, 0.1067, 0.1315, 0.1659, 0.0938, 0.0375, 0.0086, 0.1573, 0.1329, 0.1563, 0.1563, 0.1411, 0.1573, -0.0186, 0.0492, 0.1086, 0.0671, 0.106, 0.1179, 0.0482, 0.0487, -0.0422, -0.1532, -0.1267, -0.1938, -0.1456, -0.0473, 0.0033, 0.0041, 0.0019, 0.0019, -0.0382, -0.0594, -0.0859, -0.0986, -0.0986, 0.0191, 0.1513, 0.0957, 0.0412, 0.0902, 0.0986, 0.2012, 0.2647, 0.2621, 0.2384, 0.38, 0.38, 0.295, 0.2764, 0.2473, 0.3527, 0.2496, 0.4317, 0.5021, 0.4282, 0.2826, 0.2668, 0.2981, 0.0726, -0.0504, -0.0017, 0.1014, 0.0246, 0.0184, -0.0446, 0.0076, 0.0076, -0.0222, 0.0043, 0.0332, -0.0458, 0.011, 0.0847, 0.0508, 0.0558, -0.0227, -0.0122, -0.0728, 0.0463, -0.0424, -0.1241, -0.073, -0.0902, 0.0019, -0.0126, -0.0076, 0.0726, 0.0253]}
{"unit_id": "quote:1970183576982298932", "ticker_idx": 2, "ts": "2025-09-22T17:49:03+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI Datacenter sector is on 🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on AI datacenter names NBIS, IREN, and CRWV; endorses the all-in datacenter portfolio thesis.", "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": "quote", "lang": "en", "tweet_text": "AI Datacenter sector is on 🔥\n\n$NBIS $IREN $CRWV https://t.co/kw8IKD86XT", "reply_text": null, "parent_text": null, "quoted_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me https://t.co/eABbQQYPZP", "parent_author": null, "ret_m1d": -0.06282365372362908, "ret_signed_m1d": -0.06282365372362908, "alpha_spy_m1d": -0.05811497365556173, "alpha_c_m1d": -0.05811497365556173, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": -0.00470868006806735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017563584875256, "ret_signed_p1d": -0.017563584875256, "alpha_spy_p1d": -0.012120206010162171, "alpha_c_p1d": -0.012120206010162171, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.005443378865093829, "ret_p1w": -0.08038729586372617, "ret_signed_p1w": -0.08038729586372617, "alpha_spy_p1w": -0.07564862243941795, "alpha_c_p1w": -0.07564862243941795, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": -0.004738673424308226, "ret_p1m": -0.06132251317978954, "ret_signed_p1m": -0.06132251317978954, "alpha_spy_p1m": -0.0679958042252592, "alpha_c_p1m": -0.0679958042252592, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": 0.006673291045469654, "ret_p3m": -0.4920062863051934, "ret_signed_p3m": -0.4920062863051934, "alpha_spy_p3m": -0.5064474874680497, "alpha_c_p3m": -0.5064474874680497, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.014441201162856299, "ret_p6m": -0.38362226690661394, "ret_signed_p6m": -0.38362226690661394, "alpha_spy_p6m": -0.39251811179315743, "alpha_c_p6m": -0.39251811179315743, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": 0.008895844886543491, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06132251317978954, "alpha_spy_stated": -0.0679958042252592, "alpha_c_stated": -0.0679958042252592, "price_path": [0.1972, 0.1865, 0.2009, 0.2239, 0.1705, 0.1392, 0.24, 0.24, 0.1987, 0.1368, 0.1488, 0.038, -0.0555, -0.0064, 0.0552, 0.0736, -0.0077, -0.0766, -0.0624, -0.026, -0.0539, -0.0993, -0.1322, -0.1723, -0.1838, -0.2277, -0.1434, -0.2183, -0.2043, -0.1605, -0.1726, -0.0912, -0.0276, 0.0492, 0.1165, -0.1161, -0.2531, -0.2496, -0.2734, -0.3028, -0.3131, -0.3185, -0.2945, -0.3066, -0.314, -0.2725, -0.2285, -0.2266, -0.2266, -0.2994, -0.3254, -0.3434, -0.3313, -0.2978, -0.2478, -0.1208, -0.1542, -0.1596, -0.0958, -0.1087, -0.0928, -0.0889, -0.0628, 0.0, -0.0176, 0.0013, -0.0493, -0.0967, -0.0804, 0.0272, 0.0287, 0.0358, 0.0117, 0.0047, -0.033, 0.0507, 0.0739, 0.039, 0.063, 0.0062, 0.0451, 0.0639, 0.0273, -0.0463, -0.0613, -0.0878, -0.0742, -0.0051, 0.0212, 0.0118, 0.0503, -0.0163, 0.0036, -0.0519, -0.1312, -0.1412, -0.1974, -0.2193, -0.2073, -0.3366, -0.3588, -0.412, -0.4193, -0.4346, -0.4378, -0.4377, -0.4805, -0.4622, -0.4476, -0.4649, -0.4424, -0.4424, -0.4512, -0.4216, -0.4293, -0.4043, -0.3564, -0.3372, -0.3527, -0.3195, -0.3383, -0.3441, -0.4101, -0.457, -0.4783, -0.5155, -0.492, -0.377, -0.3633, -0.3976, -0.408, -0.408, -0.4264, -0.4377, -0.4453, -0.4625, -0.4625, -0.4046, -0.4231, -0.415, -0.4207, -0.4214, -0.3985, -0.325, -0.3434, -0.326, -0.2869, -0.2402, -0.2402, -0.2853, -0.2941, -0.311, -0.3021, -0.2621, -0.1829, -0.2042, -0.2529, -0.3005, -0.3324, -0.324, -0.3811, -0.4397, -0.3249, -0.2735, -0.2861, -0.2858, -0.2817, -0.2791, -0.2791, -0.317, -0.2836, -0.2709, -0.3301, -0.3182, -0.2547, -0.2644, -0.2672, -0.4028, -0.4142, -0.4462, -0.4033, -0.4384, -0.4522, -0.4415, -0.4377, -0.3848, -0.4006, -0.3912, -0.3556, -0.3836]}
{"unit_id": "orig:1945529052028174475", "ticker_idx": 0, "ts": "2025-07-16T17:00:46+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GENIUS bill will push this higher with more stablecoin inflows onto Ethereum", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long ETH; GENIUS stablecoin bill expected to drive more inflows onto Ethereum, pushing price higher.", "resolved_tickers": ["ETH-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": "$ETH now outperformed Bitcoin by 19%, and my account over $600K. \n\nGENIUS bill will push this higher with more stablecoin inflows onto Ethereum.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06869841847305502, "ret_signed_m1d": -0.06869841847305502, "alpha_spy_m1d": -0.06536628499117869, "alpha_c_m1d": -0.06536628499117869, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0033321334818763315, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03122567831346279, "ret_signed_p1d": 0.03122567831346279, "alpha_spy_p1d": 0.025106040435948218, "alpha_c_p1d": 0.025106040435948218, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.006119637877514572, "ret_p1w": 0.07658201211149396, "ret_signed_p1w": 0.07658201211149396, "alpha_spy_p1w": 0.06057788522883367, "alpha_c_p1w": 0.06057788522883367, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.016004126882660286, "ret_p1m": 0.34900112182081977, "ret_signed_p1m": 0.34900112182081977, "alpha_spy_p1m": 0.31579159958084313, "alpha_c_p1m": 0.31579159958084313, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.03320952223997664, "ret_p3m": 0.2592196842623282, "ret_signed_p3m": 0.2592196842623282, "alpha_spy_p3m": 0.1940851498055174, "alpha_c_p3m": 0.1940851498055174, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.06513453445681083, "ret_p6m": -0.07922993503403264, "ret_signed_p6m": -0.07922993503403264, "alpha_spy_p6m": -0.19015997545561447, "alpha_c_p6m": -0.19015997545561447, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.11093004042158183, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34900112182081977, "alpha_spy_stated": 0.31579159958084313, "alpha_c_stated": 0.31579159958084313, "price_path": [-0.5287, -0.5314, -0.4788, -0.4673, -0.4751, -0.4701, -0.4665, -0.4664, -0.468, -0.4545, -0.4534, -0.4603, -0.4616, -0.4627, -0.3455, -0.3043, -0.2596, -0.2051, -0.2258, -0.2446, -0.2477, -0.2498, -0.2513, -0.243, -0.2098, -0.2506, -0.2395, -0.2101, -0.2044, -0.2191, -0.2496, -0.2267, -0.2308, -0.2263, -0.2833, -0.2653, -0.2047, -0.1655, -0.1774, -0.2135, -0.2349, -0.2464, -0.2553, -0.2513, -0.2521, -0.286, -0.2817, -0.2739, -0.2824, -0.2834, -0.2811, -0.2625, -0.2864, -0.2373, -0.2315, -0.256, -0.2457, -0.2242, -0.1782, -0.1236, -0.1227, -0.1062, -0.0687, 0.0, 0.0312, 0.0526, 0.1162, 0.112, 0.0766, 0.0998, 0.1055, 0.1234, 0.1252, 0.1295, 0.0965, 0.0347, 0.1031, 0.0713, 0.0927, 0.161, 0.1893, 0.2537, 0.3617, 0.4107, 0.349, 0.3169, 0.2791, 0.2082, 0.2856, 0.2526, 0.433, 0.297, 0.3645, 0.3357, 0.3368, 0.2932, 0.2797, 0.2829, 0.32, 0.275, 0.2775, 0.2778, 0.2781, 0.29, 0.3232, 0.3986, 0.3427, 0.3358, 0.3622, 0.3614, 0.3261, 0.2466, 0.2355, 0.2319, 0.1474, 0.1971, 0.2509, 0.2297, 0.2906, 0.3311, 0.3391, 0.3904, 0.3202, 0.3429, 0.2959, 0.1398, 0.2592, 0.2236, 0.1827, 0.1552, 0.1367, 0.1807, 0.1499, 0.1295, 0.1437, 0.167, 0.222, 0.1812, 0.1577, 0.1284, 0.1411, 0.0685, -0.0234, 0.0159, -0.0176, 0.0189, 0.0584, 0.013, 0.0123, -0.0412, -0.0794, -0.1029, -0.0737, -0.1033, -0.1601, -0.1797, -0.1242, -0.1227, -0.1019, -0.1059, -0.1006, -0.1695, -0.1108, -0.0534, -0.0704, -0.1029, -0.0731, -0.0149, -0.0137, -0.0399, -0.0852, -0.1208, -0.1208, -0.1602, -0.1615, -0.1167, -0.1084, -0.1211, -0.1263, -0.1388, -0.1322, -0.1296, -0.1187, -0.12, -0.1101, -0.0733, -0.0431, -0.0224, -0.0607, -0.0792]}
{"unit_id": "quote:1963961798614249728", "ticker_idx": 0, "ts": "2025-09-05T13:45:56+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel the downside risk is low and highly incentivize long term hold. I hold 1000 shares of $UNH.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long UNH; holds 1000 shares, bullish on returning CEO, management overhaul, 2.8% dividend, and low valuation limiting downside.", "resolved_tickers": ["UNH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "quote", "lang": "en", "tweet_text": "I learned more about $UNH in the recent weeks. My initial skepticism come from the lack of confidence of the executive team. But having learned from @AJ_Invests_Co that the former CEO (who did a great job by many accounts) came back as CEO of the group and replaced all major roles including CEO, and CRO (chief revenue officer) of the healthcare division, it gave me strong confidence that it could turn the the ship around.  After further reesearch, and taking in consideration of the 2.8% dividends and low valuation, I feel the downside risk is low and highly incentivize long term hold.\n\nI hold 1000 shares of $UNH.", "reply_text": null, "parent_text": null, "quoted_text": "I was asked about $unh and $oscr at peak hype and i consistently said it's not an industry I'm excited because of rising health care cost against consumer demand for cheaper healthcare. Just because there is a discount $unh is not a reason to buy. I looked into $oscr more for my https://t.co/sfRmA2fYkc", "parent_author": null, "ret_m1d": -0.015885226809607578, "ret_signed_m1d": -0.015885226809607578, "alpha_spy_m1d": -0.01878983321942107, "alpha_c_m1d": -0.012476866159702116, "bench_spy_m1d": 0.0029046064098134927, "bench_c_m1d": -0.003408360649905462, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0154093267275619, "ret_signed_p1d": 0.0154093267275619, "alpha_spy_p1d": 0.012952748991583496, "alpha_c_p1d": 0.01577184642409013, "bench_spy_p1d": 0.0024565777359784047, "bench_c_p1d": -0.0003625196965282296, "ret_p1w": 0.11769535599015146, "ret_signed_p1w": 0.11769535599015146, "alpha_spy_p1w": 0.10198250699688582, "alpha_c_p1w": 0.11617254809721955, "bench_spy_p1w": 0.015712848993265638, "bench_c_p1w": 0.00152280789293191, "ret_p1m": 0.1447203207745389, "ret_signed_p1m": 0.1447203207745389, "alpha_spy_p1m": 0.10419131704385887, "alpha_c_p1m": 0.09483558402463377, "bench_spy_p1m": 0.040529003730680024, "bench_c_p1m": 0.04988473674990512, "ret_p3m": 0.08390615210640928, "ret_signed_p3m": 0.08390615210640928, "alpha_spy_p3m": 0.024351614078414352, "alpha_c_p3m": -0.04581994512362497, "bench_spy_p3m": 0.05955453802799493, "bench_c_p3m": 0.12972609723003425, "ret_p6m": -0.05264557723898078, "ret_signed_p6m": -0.05264557723898078, "alpha_spy_p6m": -0.11920009848616131, "alpha_c_p6m": -0.21242196788480172, "bench_spy_p6m": 0.06655452124718053, "bench_c_p6m": 0.15977639064582094, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1447203207745389, "alpha_spy_stated": 0.10419131704385887, "alpha_c_stated": 0.09483558402463377, "price_path": [-0.0436, -0.0223, 0.0027, -0.0129, -0.0245, -0.0207, -0.026, -0.026, -0.0424, -0.0466, -0.031, -0.0424, -0.0405, -0.0199, -0.0108, 0.0341, -0.0248, -0.0217, -0.0217, -0.037, -0.0244, -0.0396, -0.0504, -0.0358, -0.047, -0.0751, -0.0726, -0.0866, -0.1038, -0.1054, -0.0959, -0.0725, -0.1167, -0.1088, -0.1055, -0.1722, -0.1565, -0.2087, -0.2461, -0.2359, -0.2042, -0.2207, -0.2242, -0.2045, -0.1998, -0.1706, -0.1382, -0.1392, -0.0361, -0.0219, -0.0354, -0.0493, -0.0382, -0.0253, -0.0334, -0.0474, -0.0365, -0.0415, -0.0175, -0.0175, -0.0209, -0.0238, -0.0159, 0.0, 0.0154, 0.1031, 0.0995, 0.1212, 0.1177, 0.11, 0.0841, 0.09, 0.0683, 0.0743, 0.089, 0.1094, 0.1225, 0.1026, 0.0978, 0.1014, 0.1017, 0.1113, 0.1286, 0.1493, 0.1447, 0.1603, 0.1803, 0.1732, 0.1311, 0.1444, 0.1484, 0.1523, 0.138, 0.1378, 0.1629, 0.1658, 0.1534, 0.1501, 0.1566, 0.1677, 0.1737, 0.1335, 0.1, 0.0898, 0.065, 0.0556, 0.0457, 0.026, 0.0345, 0.0261, 0.0448, 0.0818, 0.061, 0.027, 0.0227, 0.0005, -0.0138, -0.006, 0.0209, 0.018, 0.0411, 0.052, 0.052, 0.0522, 0.0313, 0.0355, 0.0839, 0.0641, 0.0558, 0.0395, 0.0394, 0.0548, 0.0816, 0.098, 0.0957, 0.0735, 0.0652, 0.054, 0.0517, 0.0445, 0.0433, 0.0522, 0.0522, 0.0659, 0.0566, 0.0669, 0.0604, 0.0604, 0.0806, 0.0986, 0.1209, 0.0976, 0.1141, 0.1049, 0.0938, 0.0726, 0.0759, 0.0888, 0.0633, 0.0633, 0.0871, 0.117, 0.1386, 0.1444, 0.1295, -0.0919, -0.0556, -0.0611, -0.0783, -0.0826, -0.0872, -0.1137, -0.1374, -0.1114, -0.1144, -0.1224, -0.1041, -0.0866, -0.0582, -0.0582, -0.0714, -0.0743, -0.0687, -0.0685, -0.0931, -0.12, -0.0871, -0.0792, -0.058, -0.0526]}
{"unit_id": "reply:1964745343968416248", "ticker_idx": 0, "ts": "2025-09-07T17:39:27+00:00", "symbol": "UWMC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm long for next 1-2 yrs", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long both UWMC and RKT for 1-2 years on thesis that interest rate cuts drive higher mortgage business volume.", "resolved_tickers": ["UWMC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SayNoToTrading Interest cut means more business volume.  I'm long for next 1-2 yrs", "reply_text": null, "parent_text": "@DeepValueBagger On two of those tickers you mention, $UWMC and $RKT, if I were a trader those would be near top of my list to buy when yields spike and sell when yields fall. I do notice their prices and someone is definitely making a lot of money doing that the past 2-3 years.", "quoted_text": null, "parent_author": "SayNoToTrading", "ret_m1d": -0.023219783176969933, "ret_signed_m1d": -0.023219783176969933, "alpha_spy_m1d": -0.020769225426601867, "alpha_c_m1d": -0.020769225426601867, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0024505577503680653, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009287880372956137, "ret_signed_p1d": -0.009287880372956137, "alpha_spy_p1d": -0.01159976499310722, "alpha_c_p1d": -0.01159976499310722, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.0023118846201510834, "ret_p1w": 0.04489172336607994, "ret_signed_p1w": 0.04489172336607994, "alpha_spy_p1w": 0.026273571624005898, "alpha_c_p1w": 0.026273571624005898, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.01861815174207404, "ret_p1m": -0.1593163863442416, "ret_signed_p1m": -0.1593163863442416, "alpha_spy_p1m": -0.19344719162900048, "alpha_c_p1m": -0.19344719162900048, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.03413080528475887, "ret_p3m": -0.08860463517291428, "ret_signed_p3m": -0.08860463517291428, "alpha_spy_p3m": -0.14633545769194678, "alpha_c_p3m": -0.14633545769194678, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.0577308225190325, "ret_p6m": -0.3181075999255193, "ret_signed_p6m": -0.3181075999255193, "alpha_spy_p6m": -0.37267062595963985, "alpha_c_p6m": -0.37267062595963985, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": 0.054563026034120554, "ret_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": [-0.3392, -0.3392, -0.3694, -0.3814, -0.4056, -0.3854, -0.3854, -0.3746, -0.3483, -0.339, -0.3591, -0.3514, -0.3653, -0.3591, -0.3344, -0.3359, -0.3406, -0.3406, -0.3824, -0.3576, -0.3406, -0.3576, -0.3576, -0.3452, -0.3529, -0.3483, -0.3545, -0.3437, -0.3189, -0.2802, -0.2895, -0.322, -0.339, -0.3406, -0.3514, -0.3731, -0.3777, -0.3545, -0.3375, -0.3266, -0.3467, -0.3034, -0.3003, -0.2972, -0.2167, -0.1347, -0.1517, -0.1672, -0.1687, -0.1331, -0.1424, -0.1672, -0.0991, -0.1192, -0.1068, -0.1192, -0.1362, -0.1176, -0.1176, -0.1362, -0.1207, -0.0867, -0.0232, 0.0, -0.0093, 0.0526, 0.0697, 0.0604, 0.0449, 0.0294, 0.0402, 0.0324, 0.0057, -0.0069, 0.0057, 0.012, -0.021, -0.0195, -0.0226, -0.043, -0.0163, -0.0462, -0.0603, -0.12, -0.1593, -0.1515, -0.1687, -0.1593, -0.1672, -0.1452, -0.164, -0.1703, -0.1515, -0.1247, -0.1106, -0.0996, -0.0949, -0.0792, -0.0807, -0.0823, -0.1137, -0.1216, -0.1153, -0.0807, -0.0917, -0.1106, -0.2002, -0.175, -0.1452, -0.1405, -0.1342, -0.1923, -0.1986, -0.23, -0.2206, -0.2143, -0.2379, -0.1907, -0.175, -0.1012, -0.0933, -0.0933, -0.0807, -0.0792, -0.1137, -0.109, -0.0886, -0.0996, -0.1137, -0.1279, -0.1185, -0.1247, -0.1546, -0.1719, -0.1955, -0.2379, -0.2218, -0.2186, -0.2186, -0.2571, -0.2539, -0.2539, -0.2636, -0.294, -0.2908, -0.2972, -0.2972, -0.2924, -0.286, -0.2764, -0.2571, -0.2443, -0.14, -0.1432, -0.1384, -0.1256, -0.0694, -0.0213, -0.0213, -0.0742, -0.071, -0.0694, -0.071, -0.0726, -0.0598, -0.055, -0.0855, -0.2122, -0.1769, -0.1849, -0.1753, -0.1737, -0.2379, -0.2571, -0.2234, -0.2507, -0.2459, -0.2154, -0.2154, -0.2234, -0.2283, -0.2299, -0.2587, -0.2732, -0.2684, -0.3325, -0.27, -0.2924, -0.3053, -0.3181]}
{"unit_id": "reply:1964745343968416248", "ticker_idx": 1, "ts": "2025-09-07T17:39:27+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm long for next 1-2 yrs", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long both UWMC and RKT for 1-2 years on thesis that interest rate cuts drive higher mortgage business volume.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SayNoToTrading Interest cut means more business volume.  I'm long for next 1-2 yrs", "reply_text": null, "parent_text": "@DeepValueBagger On two of those tickers you mention, $UWMC and $RKT, if I were a trader those would be near top of my list to buy when yields spike and sell when yields fall. I do notice their prices and someone is definitely making a lot of money doing that the past 2-3 years.", "quoted_text": null, "parent_author": "SayNoToTrading", "ret_m1d": -0.010742154212493138, "ret_signed_m1d": -0.010742154212493138, "alpha_spy_m1d": -0.008291596462125073, "alpha_c_m1d": -0.008291596462125073, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0024505577503680653, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009765848735702187, "ret_signed_p1d": -0.0009765848735702187, "alpha_spy_p1d": -0.003288469493721302, "alpha_c_p1d": -0.003288469493721302, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.0023118846201510834, "ret_p1w": 0.03027347915485823, "ret_signed_p1w": 0.03027347915485823, "alpha_spy_p1w": 0.011655327412784189, "alpha_c_p1w": 0.011655327412784189, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.01861815174207404, "ret_p1m": -0.2050780737044977, "ret_signed_p1m": -0.2050780737044977, "alpha_spy_p1m": -0.23920887898925658, "alpha_c_p1m": -0.23920887898925658, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.03413080528475887, "ret_p3m": -0.05322266489019989, "ret_signed_p3m": -0.05322266489019989, "alpha_spy_p3m": -0.11095348740923239, "alpha_c_p3m": -0.11095348740923239, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.0577308225190325, "ret_p6m": -0.1977538734172405, "ret_signed_p6m": -0.1977538734172405, "alpha_spy_p6m": -0.25231689945136104, "alpha_c_p6m": -0.25231689945136104, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": 0.054563026034120554, "ret_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": [-0.3315, -0.3086, -0.3281, -0.3296, -0.356, -0.3267, -0.3267, -0.2969, -0.2827, -0.27, -0.3003, -0.2925, -0.3057, -0.3076, -0.293, -0.2886, -0.3047, -0.3047, -0.3403, -0.3291, -0.3188, -0.3267, -0.332, -0.3188, -0.3501, -0.3359, -0.3271, -0.3169, -0.2656, -0.2187, -0.2085, -0.2744, -0.2676, -0.2656, -0.2578, -0.2842, -0.2788, -0.1924, -0.1758, -0.1196, -0.1152, -0.1431, -0.1792, -0.1646, -0.1079, -0.042, -0.0859, -0.0952, -0.1294, -0.0996, -0.1328, -0.1416, -0.062, -0.0854, -0.0752, -0.1172, -0.1265, -0.1323, -0.1323, -0.1621, -0.127, -0.0649, -0.0107, 0.0, -0.001, 0.0205, 0.0308, 0.0303, 0.0303, 0.0142, 0.0332, 0.0322, 0.0015, -0.0322, -0.042, -0.0435, -0.0698, -0.0474, -0.0166, -0.0537, -0.0435, -0.103, -0.1309, -0.1729, -0.2051, -0.208, -0.2061, -0.1997, -0.1963, -0.1738, -0.1831, -0.1919, -0.1865, -0.1636, -0.168, -0.1533, -0.1401, -0.1274, -0.1133, -0.145, -0.207, -0.2217, -0.1865, -0.1753, -0.1816, -0.2041, -0.2378, -0.2109, -0.166, -0.1284, -0.1245, -0.1626, -0.1675, -0.1982, -0.1714, -0.1807, -0.2104, -0.1484, -0.1152, -0.04, -0.0361, -0.0361, -0.0244, -0.0083, -0.0356, -0.0376, -0.0532, -0.0708, -0.0815, -0.0728, -0.0605, -0.0547, -0.0864, -0.1113, -0.1104, -0.1133, -0.0894, -0.0684, -0.061, -0.0684, -0.0503, -0.0503, -0.0522, -0.0542, -0.0205, -0.0547, -0.0547, -0.0293, 0.0303, 0.0356, 0.0391, 0.0371, 0.1372, 0.1318, 0.1113, 0.1069, 0.1445, 0.1348, 0.1348, 0.0767, 0.0361, 0.0498, 0.0288, 0.0356, 0.0269, 0.0137, 0.0142, -0.1245, -0.0835, -0.0063, -0.0234, -0.0625, -0.0781, -0.0425, -0.0112, -0.0923, -0.1333, -0.0879, -0.0879, -0.103, -0.0991, -0.104, -0.1221, -0.1655, -0.1353, -0.1538, -0.1323, -0.1118, -0.1802, -0.1978]}
{"unit_id": "quote:1941573109254881331", "ticker_idx": 0, "ts": "2025-07-05T19:01:16+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I switched my BTC to ETH. I have a small 1.5x leverage onchain at 5% interest.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Switched BTC to ETH with 1.5x leverage; bullish on ETH tailwinds including stablecoin growth, RWA tokenization, and economic security advantage vs BTC valuation.", "resolved_tickers": ["ETH-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": "I just watched amit interview with fundstrat Tom Lee. I feel there are lot tailwind for Ethereum coming. Ethereum has the largest staked economic security by far (3x solana), which holds the monopoly on programmable blockchain. At $300b mc vs 2140B mc BTC, there's definitely a bigger move if Ethereum starts moving.\n\nI switched my BTC to ETH. I have a small 1.5x leverage onchain at 5% interest.", "reply_text": null, "parent_text": null, "quoted_text": "hard to ignore $ETH when you literally have:\n\n+ a massive push towards stablecoins (all built on $ETH) \n+ validation from Robinhood (tokenization of real world assets built on $ETH)\n+ @fundstrat building the $MSTR of $ETH (smart guy worth trusting) \n+ Trump has been buying \n+ You", "parent_author": null, "ret_m1d": -0.013564567132179572, "ret_signed_m1d": -0.013564567132179572, "alpha_spy_m1d": -0.02107248786775351, "alpha_c_m1d": -0.02107248786775351, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.007507920735573936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028506606355380493, "ret_signed_p1d": 0.028506606355380493, "alpha_spy_p1d": 0.029054341650393, "alpha_c_p1d": 0.029054341650393, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0005477352950125081, "ret_p1w": 0.1849528934882283, "ret_signed_p1w": 0.1849528934882283, "alpha_spy_p1w": 0.17829903813369574, "alpha_c_p1w": 0.17829903813369574, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.006653855354532556, "ret_p1m": 0.4203227247757384, "ret_signed_p1m": 0.4203227247757384, "alpha_spy_p1m": 0.40857768526502336, "alpha_c_p1m": 0.40857768526502336, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.011745039510715038, "ret_p3m": 0.7648055688735085, "ret_signed_p3m": 0.7648055688735085, "alpha_spy_p3m": 0.6836118897129624, "alpha_c_p3m": 0.6836118897129624, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0811936791605461, "ret_p6m": 0.16846297424526568, "ret_signed_p6m": 0.16846297424526568, "alpha_spy_p6m": 0.055247908253552636, "alpha_c_p6m": 0.055247908253552636, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.11321506599171305, "ret_p1y": -0.3629899611969146, "ret_signed_p1y": -0.3629899611969146, "alpha_spy_p1y": -0.5574291305641447, "alpha_c_p1y": -0.5574291305641447, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.19443916936723005, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4203227247757384, "alpha_spy_stated": 0.40857768526502336, "alpha_c_stated": 0.40857768526502336, "price_path": [-0.3441, -0.4013, -0.3837, -0.3619, -0.3753, -0.3794, -0.3777, -0.3752, -0.3788, -0.309, -0.2937, -0.304, -0.2974, -0.2926, -0.2925, -0.2946, -0.2768, -0.2754, -0.2844, -0.2862, -0.2876, -0.1323, -0.0777, -0.0183, 0.0539, 0.0264, 0.0015, -0.0026, -0.0054, -0.0074, 0.0037, 0.0476, -0.0065, 0.0083, 0.0472, 0.0547, 0.0353, -0.0051, 0.0252, 0.0198, 0.0258, -0.0498, -0.0259, 0.0545, 0.1064, 0.0906, 0.0428, 0.0143, -0.0009, -0.0127, -0.0074, -0.0084, -0.0534, -0.0477, -0.0374, -0.0486, -0.0499, -0.0469, -0.0222, -0.054, 0.0111, 0.0189, -0.0136, 0.0, 0.0285, 0.0896, 0.1619, 0.1631, 0.185, 0.2347, 0.3258, 0.3672, 0.3956, 0.4799, 0.4743, 0.4273, 0.4581, 0.4657, 0.4893, 0.4917, 0.4975, 0.4537, 0.3717, 0.4624, 0.4203, 0.4486, 0.5392, 0.5768, 0.6622, 0.8053, 0.8703, 0.7885, 0.746, 0.6958, 0.6018, 0.7045, 0.6607, 0.8999, 0.7196, 0.809, 0.7709, 0.7724, 0.7146, 0.6966, 0.7009, 0.75, 0.6904, 0.6937, 0.6941, 0.6945, 0.7102, 0.7543, 0.8542, 0.7801, 0.771, 0.806, 0.8049, 0.7581, 0.6527, 0.638, 0.6333, 0.5212, 0.587, 0.6584, 0.6303, 0.711, 0.7648, 0.7754, 0.8434, 0.7503, 0.7804, 0.7181, 0.5112, 0.6695, 0.6223, 0.568, 0.5316, 0.5071, 0.5654, 0.5245, 0.4975, 0.5163, 0.5472, 0.6202, 0.566, 0.5349, 0.496, 0.5128, 0.4166, 0.2948, 0.3469, 0.3025, 0.3509, 0.4032, 0.343, 0.3421, 0.2712, 0.2205, 0.1894, 0.2281, 0.1888, 0.1136, 0.0876, 0.1611, 0.1632, 0.1906, 0.1854, 0.1924, 0.1011, 0.1789, 0.255, 0.2325, 0.1893, 0.2289, 0.306, 0.3077, 0.2729, 0.2128, 0.1656, 0.1656, 0.1134, 0.1117, 0.171, 0.1821, 0.1653, 0.1583, 0.1418, 0.1505, 0.154, 0.1685]}
{"unit_id": "quote:1946208793538224594", "ticker_idx": 0, "ts": "2025-07-18T14:01:49+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's another $150k in gains from $tsla", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long TSLA via leveraged LEAPs; expects continued upside from current levels.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "That's another $150k in gains from $tsla https://t.co/W6HPee3kGC", "reply_text": null, "parent_text": null, "quoted_text": "My leverage on $TSLA leaps is insane. \n\n$10 increase in stock equals to $150K\n$100 increase in stock equals to $1.5M\n\nLet's go from $320 to $420  soon!", "parent_author": null, "ret_m1d": -0.031063219851266033, "ret_signed_m1d": -0.031063219851266033, "alpha_spy_m1d": -0.031796091160027795, "alpha_c_m1d": -0.0222860843822561, "bench_spy_m1d": 0.0007328713087617622, "bench_c_m1d": -0.008777135469009933, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0035188948387289143, "ret_signed_p1d": -0.0035188948387289143, "alpha_spy_p1d": -0.0054150383308601, "alpha_c_p1d": -0.008244986140705346, "bench_spy_p1d": 0.001896143492131186, "bench_c_p1d": 0.004726091301976432, "ret_p1w": -0.041225531895984546, "ret_signed_p1w": -0.041225531895984546, "alpha_spy_p1w": -0.05639487649781649, "alpha_c_p1w": -0.05337831832555062, "bench_spy_p1w": 0.015169344601831947, "bench_c_p1w": 0.012152786429566076, "ret_p1m": 0.016714727340038316, "ret_signed_p1m": 0.016714727340038316, "alpha_spy_p1m": -0.008333777570042056, "alpha_c_p1m": -0.018348479164999043, "bench_spy_p1m": 0.02504850491008037, "bench_c_p1m": 0.03506320650503736, "ret_p3m": 0.32003640817032375, "ret_signed_p3m": 0.32003640817032375, "alpha_spy_p3m": 0.2572012237788994, "alpha_c_p3m": 0.26182004701560757, "bench_spy_p3m": 0.06283518439142433, "bench_c_p3m": 0.05821636115471618, "ret_p6m": 0.361929318269786, "ret_signed_p6m": 0.361929318269786, "alpha_spy_p6m": 0.24789275297693103, "alpha_c_p6m": 0.2367834837252023, "bench_spy_p6m": 0.114036565292855, "bench_c_p6m": 0.12514583454458372, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.016714727340038316, "alpha_spy_stated": -0.008333777570042056, "alpha_c_stated": -0.018348479164999043, "price_path": [-0.2781, -0.2394, -0.2128, -0.1356, -0.1328, -0.1141, -0.1441, -0.149, -0.1287, -0.1498, -0.1647, -0.1621, -0.136, -0.0952, -0.0342, 0.0134, 0.0547, 0.04, 0.0617, 0.0377, 0.043, 0.0151, 0.0346, 0.0294, 0.0294, 0.1008, 0.0827, 0.0873, 0.051, 0.0396, 0.0444, 0.0073, -0.1364, -0.1047, -0.0639, -0.0108, -0.0098, -0.032, -0.0132, -0.0016, -0.0403, -0.0231, -0.0231, -0.0227, 0.0577, 0.0328, -0.0064, -0.0117, -0.0183, -0.0364, -0.0878, -0.0425, -0.0434, -0.0434, -0.1083, -0.0966, -0.1024, -0.06, -0.049, -0.0387, -0.0572, -0.0242, -0.0311, 0.0, -0.0035, 0.0075, 0.0088, -0.0739, -0.0412, -0.0123, -0.0256, -0.0322, -0.0649, -0.082, -0.0619, -0.0635, -0.0295, -0.0224, 0.0, 0.0285, 0.0339, 0.0295, 0.018, 0.0028, 0.0167, -0.001, -0.0174, -0.0289, 0.0314, 0.0514, 0.0668, 0.0605, 0.0495, 0.0128, 0.0128, -0.0009, 0.0135, 0.0269, 0.0643, 0.0508, 0.0525, 0.055, 0.1188, 0.2011, 0.2439, 0.279, 0.2919, 0.2645, 0.2925, 0.3172, 0.2918, 0.3432, 0.2844, 0.336, 0.3445, 0.3491, 0.3938, 0.3226, 0.3039, 0.3749, 0.3138, 0.3308, 0.3212, 0.2543, 0.3223, 0.3021, 0.32, 0.3006, 0.3327, 0.3573, 0.3426, 0.3316, 0.362, 0.3157, 0.3724, 0.3971, 0.4, 0.3351, 0.385, 0.4208, 0.3477, 0.4017, 0.3527, 0.303, 0.3506, 0.3336, 0.3062, 0.2194, 0.2266, 0.2405, 0.2172, 0.2255, 0.1989, 0.1864, 0.2673, 0.2723, 0.294, 0.294, 0.3049, 0.3048, 0.3021, 0.3552, 0.3788, 0.3803, 0.3335, 0.3504, 0.3695, 0.3557, 0.3923, 0.4419, 0.4861, 0.4174, 0.4663, 0.4597, 0.4826, 0.473, 0.4725, 0.4725, 0.4415, 0.3943, 0.3785, 0.3642, 0.3642, 0.3289, 0.3702, 0.3134, 0.3087, 0.322, 0.3499, 0.3619]}
{"unit_id": "orig:1940975991582871849", "ticker_idx": 0, "ts": "2025-07-04T03:28:32+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like the stock. Can we rip now? $tsla", "tweet_type": "prediction", "timeline": "intraday", "summary": "Bullish TSLA, wants it to rip now.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I like the stock. Can we rip now? $tsla https://t.co/msrczhQWAr", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07283800600218493, "ret_signed_m1d": 0.07283800600218493, "alpha_spy_m1d": 0.065330085266611, "alpha_c_m1d": 0.05997166138197052, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.01286634462021441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013165935514200422, "ret_signed_p1d": 0.013165935514200422, "alpha_spy_p1d": 0.01371367080921293, "alpha_c_p1d": 0.016554161411604706, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0033882258974042845, "ret_p1w": 0.07811114943313968, "ret_signed_p1w": 0.07811114943313968, "alpha_spy_p1w": 0.07145729407860713, "alpha_c_p1w": 0.06048289770405102, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.017628251729088662, "ret_p1m": 0.05028236598127922, "ret_signed_p1m": 0.05028236598127922, "alpha_spy_p1m": 0.03853732647056418, "alpha_c_p1m": 0.04794710792178036, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.002335258059498857, "ret_p3m": 0.483295898410125, "ret_signed_p3m": 0.483295898410125, "alpha_spy_p3m": 0.4021022192495789, "alpha_c_p3m": 0.3852086526846077, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0980872457255173, "ret_p6m": 0.5459957436938749, "ret_signed_p6m": 0.5459957436938749, "alpha_spy_p6m": 0.4327806777021619, "alpha_c_p6m": 0.43966577701778986, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.10632996667608507, "ret_p1y": 0.27757363972314275, "ret_signed_p1y": 0.27757363972314275, "alpha_spy_p1y": 0.0831344703559127, "alpha_c_p1y": 0.21563181213006244, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.06194182759308031, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.013165935514200422, "alpha_spy_stated": 0.01371367080921293, "alpha_c_stated": 0.016554161411604706, "price_path": [-0.074, -0.1413, -0.1416, -0.1415, -0.1355, -0.1782, -0.1788, -0.1788, -0.226, -0.1904, -0.147, -0.1171, -0.0306, -0.0274, -0.0065, -0.0401, -0.0457, -0.0229, -0.0465, -0.0632, -0.0603, -0.031, 0.0147, 0.0831, 0.1365, 0.1828, 0.1663, 0.1907, 0.1638, 0.1697, 0.1384, 0.1602, 0.1545, 0.1545, 0.2346, 0.2142, 0.2194, 0.1787, 0.1659, 0.1712, 0.1297, -0.0314, 0.0041, 0.0498, 0.1094, 0.1105, 0.0856, 0.1067, 0.1197, 0.0762, 0.0956, 0.0956, 0.096, 0.1862, 0.1583, 0.1143, 0.1083, 0.101, 0.0807, 0.023, 0.0739, 0.0728, 0.0728, 0.0, 0.0132, 0.0066, 0.0542, 0.0666, 0.0781, 0.0573, 0.0943, 0.0867, 0.1215, 0.1175, 0.1299, 0.1314, 0.0386, 0.0753, 0.1077, 0.0927, 0.0854, 0.0488, 0.0296, 0.0521, 0.0503, 0.0884, 0.0964, 0.1215, 0.1534, 0.1596, 0.1546, 0.1417, 0.1246, 0.1402, 0.1203, 0.1019, 0.089, 0.1567, 0.1792, 0.1964, 0.1894, 0.177, 0.1358, 0.1358, 0.1205, 0.1366, 0.1517, 0.1936, 0.1785, 0.1804, 0.1832, 0.2547, 0.347, 0.395, 0.4344, 0.4488, 0.4181, 0.4495, 0.4772, 0.4488, 0.5064, 0.4404, 0.4983, 0.5078, 0.513, 0.5631, 0.4833, 0.4623, 0.542, 0.4734, 0.4924, 0.4817, 0.4067, 0.483, 0.4603, 0.4804, 0.4586, 0.4946, 0.5222, 0.5057, 0.4934, 0.5275, 0.4755, 0.5392, 0.5668, 0.5701, 0.4972, 0.5532, 0.5934, 0.5114, 0.572, 0.517, 0.4613, 0.5147, 0.4956, 0.4649, 0.3676, 0.3756, 0.3912, 0.3651, 0.3744, 0.3446, 0.3305, 0.4213, 0.4268, 0.4512, 0.4512, 0.4635, 0.4634, 0.4603, 0.5198, 0.5463, 0.5479, 0.4955, 0.5145, 0.5359, 0.5203, 0.5614, 0.617, 0.6666, 0.5896, 0.6445, 0.6371, 0.6627, 0.6519, 0.6514, 0.6514, 0.6166, 0.5637, 0.546]}
{"unit_id": "quote:1959222519308669017", "ticker_idx": 0, "ts": "2025-08-23T11:53:43+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll be happy with $360 or above", "tweet_type": "prediction", "timeline": "days", "summary": "Updating TSLA prediction; original $420 Sept 1 target unlikely, but still expects upside to at least $360 in 5 trading days.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Prediction update on $TLSA:  $340 / $420 by Sept 1.\n\n5 trading days left for a miracle rally to $420. Most likely it won't happen. I'll be happy with $360 or above.", "reply_text": null, "parent_text": null, "quoted_text": "My annotations on $TSLA\n\nWe're coming out from a double bottom. The price is moving nicely above the last leg I drew 2 weeks ago.  If we get above $350 (the neckline), we could see optimism, and higher buy backs coupled with good catalysts. Short term target: $420 by Sept 1. https://t.co/5YevRmQKr5", "parent_author": null, "ret_m1d": -0.019013260882408844, "ret_signed_m1d": -0.019013260882408844, "alpha_spy_m1d": -0.02343383199307081, "alpha_c_m1d": -0.021033739196243517, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.0020204783138346727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01462783391499567, "ret_signed_p1d": 0.01462783391499567, "alpha_spy_p1d": 0.010440768700861858, "alpha_c_p1d": 0.010028314120673842, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004599519794321827, "ret_p1w": -0.036728248015454934, "ret_signed_p1w": -0.036728248015454934, "alpha_spy_p1w": -0.04074414601131915, "alpha_c_p1w": -0.03290238778355936, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": -0.0038258602318955726, "ret_p1m": 0.2286497363082307, "ret_signed_p1m": 0.2286497363082307, "alpha_spy_p1m": 0.19350589821282438, "alpha_c_p1m": 0.20410594194831733, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.024543794359913385, "ret_p3m": 0.14030583966085874, "ret_signed_p3m": 0.14030583966085874, "alpha_spy_p3m": 0.12183149860662246, "alpha_c_p3m": 0.1879347522388486, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.047628912577989846, "ret_p6m": 0.18473744273441728, "ret_signed_p6m": 0.18473744273441728, "alpha_spy_p6m": 0.11579019220631559, "alpha_c_p6m": 0.18336152648425474, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.0013759162501625344, "ret_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": -0.036728248015454934, "alpha_spy_stated": -0.04074414601131915, "alpha_c_stated": -0.03290238778355936, "price_path": [0.0297, 0.0341, -0.0004, -0.0113, -0.0067, -0.042, -0.1786, -0.1485, -0.1097, -0.0592, -0.0582, -0.0793, -0.0614, -0.0504, -0.0873, -0.0708, -0.0708, -0.0705, 0.006, -0.0177, -0.055, -0.0601, -0.0663, -0.0835, -0.1324, -0.0893, -0.0902, -0.0902, -0.1519, -0.1408, -0.1463, -0.106, -0.0955, -0.0857, -0.1033, -0.0719, -0.0784, -0.0489, -0.0523, -0.0418, -0.0405, -0.1192, -0.0881, -0.0606, -0.0733, -0.0795, -0.1106, -0.1269, -0.1077, -0.1093, -0.077, -0.0702, -0.0489, -0.0218, -0.0166, -0.0208, -0.0318, -0.0463, -0.033, -0.0499, -0.0655, -0.0764, -0.019, 0.0, 0.0146, 0.0087, -0.0018, -0.0367, -0.0367, -0.0497, -0.0361, -0.0233, 0.0122, -0.0006, 0.0011, 0.0034, 0.0641, 0.1424, 0.183, 0.2164, 0.2287, 0.2027, 0.2293, 0.2528, 0.2286, 0.2775, 0.2216, 0.2706, 0.2787, 0.2831, 0.3256, 0.2579, 0.2401, 0.3077, 0.2495, 0.2657, 0.2566, 0.193, 0.2576, 0.2384, 0.2555, 0.237, 0.2675, 0.2909, 0.277, 0.2665, 0.2954, 0.2514, 0.3053, 0.3288, 0.3315, 0.2698, 0.3173, 0.3513, 0.2818, 0.3332, 0.2865, 0.2392, 0.2846, 0.2684, 0.2424, 0.1598, 0.1666, 0.1798, 0.1577, 0.1656, 0.1403, 0.1284, 0.2054, 0.21, 0.2308, 0.2308, 0.2411, 0.241, 0.2384, 0.2889, 0.3114, 0.3128, 0.2683, 0.2844, 0.3025, 0.2894, 0.3242, 0.3714, 0.4134, 0.3481, 0.3946, 0.3883, 0.4101, 0.4009, 0.4005, 0.4005, 0.371, 0.3261, 0.3111, 0.2975, 0.2975, 0.2639, 0.3031, 0.2492, 0.2447, 0.2574, 0.2839, 0.2953, 0.2902, 0.2672, 0.2653, 0.2623, 0.2623, 0.2096, 0.2448, 0.2965, 0.2956, 0.2556, 0.2432, 0.2448, 0.2018, 0.2418, 0.217, 0.2174, 0.1714, 0.146, 0.1861, 0.204, 0.2268, 0.2356, 0.2033, 0.2044, 0.2044, 0.1847]}
{"unit_id": "reply:1958998284258984376", "ticker_idx": 0, "ts": "2025-08-22T21:02:42+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Swapped btc for eth 2x leverage activated on july 4", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Exited BTC into 2x leveraged ETH position as of July 4; long ETH, implicitly out of BTC.", "resolved_tickers": ["ETH-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": "@Micro2Macr0 People are always slow to act even if u scream on top of your lung. Swapped btc for eth 2x leverage activated on july 4. https://t.co/mp4Pz3xeQv", "reply_text": null, "parent_text": "Literally told you this would happen as recently as yesterday. https://t.co/dveho3cLFZ", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": -0.1258734813183997, "ret_signed_m1d": -0.1258734813183997, "alpha_spy_m1d": -0.13029405242906167, "alpha_c_m1d": -0.13029405242906167, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09487223437587489, "ret_signed_p1d": -0.09487223437587489, "alpha_spy_p1d": -0.0990592995900087, "alpha_c_p1d": -0.0990592995900087, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.09752883440890292, "ret_signed_p1w": -0.09752883440890292, "alpha_spy_p1w": -0.10154473240476714, "alpha_c_p1w": -0.10154473240476714, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": -0.13008193760597953, "ret_signed_p1m": -0.13008193760597953, "alpha_spy_p1m": -0.16522577570138586, "alpha_c_p1m": -0.16522577570138586, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.37428013779634595, "ret_signed_p3m": -0.37428013779634595, "alpha_spy_p3m": -0.39275447885058223, "alpha_c_p3m": -0.39275447885058223, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.5864679044189953, "ret_signed_p6m": -0.5864679044189953, "alpha_spy_p6m": -0.655415154947097, "alpha_c_p6m": -0.655415154947097, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13008193760597953, "alpha_spy_stated": -0.16522577570138586, "alpha_c_stated": -0.16522577570138586, "price_path": [-0.4488, -0.4448, -0.4551, -0.4763, -0.4604, -0.4632, -0.4601, -0.4999, -0.4873, -0.445, -0.4177, -0.4259, -0.4511, -0.4661, -0.4741, -0.4803, -0.4775, -0.4781, -0.5017, -0.4987, -0.4933, -0.4992, -0.4999, -0.4983, -0.4853, -0.502, -0.4678, -0.4637, -0.4808, -0.4736, -0.4586, -0.4265, -0.3884, -0.3878, -0.3763, -0.3501, -0.3022, -0.2804, -0.2654, -0.2211, -0.224, -0.2487, -0.2325, -0.2285, -0.2161, -0.2148, -0.2118, -0.2348, -0.278, -0.2302, -0.2524, -0.2375, -0.1898, -0.17, -0.1251, -0.0498, -0.0155, -0.0586, -0.081, -0.1074, -0.1569, -0.1028, -0.1259, 0.0, -0.0949, -0.0478, -0.0679, -0.0671, -0.0975, -0.107, -0.1047, -0.0789, -0.1102, -0.1085, -0.1083, -0.1081, -0.0998, -0.0766, -0.024, -0.063, -0.0678, -0.0494, -0.05, -0.0746, -0.1301, -0.1378, -0.1403, -0.1993, -0.1646, -0.1271, -0.1419, -0.0994, -0.0711, -0.0655, -0.0297, -0.0787, -0.0629, -0.0957, -0.2046, -0.1213, -0.1461, -0.1747, -0.1939, -0.2067, -0.1761, -0.1976, -0.2118, -0.2019, -0.1856, -0.1472, -0.1757, -0.1921, -0.2126, -0.2037, -0.2544, -0.3185, -0.2911, -0.3144, -0.289, -0.2614, -0.2931, -0.2936, -0.3309, -0.3576, -0.374, -0.3536, -0.3743, -0.4139, -0.4276, -0.3888, -0.3878, -0.3733, -0.376, -0.3724, -0.4204, -0.3795, -0.3394, -0.3513, -0.374, -0.3531, -0.3126, -0.3117, -0.33, -0.3616, -0.3865, -0.3865, -0.414, -0.4148, -0.3836, -0.3778, -0.3866, -0.3903, -0.399, -0.3944, -0.3926, -0.385, -0.3859, -0.379, -0.3533, -0.3323, -0.3178, -0.3445, -0.3575, -0.3619, -0.3599, -0.3124, -0.3056, -0.3134, -0.3179, -0.3404, -0.3924, -0.3834, -0.3895, -0.3887, -0.3943, -0.3745, -0.3777, -0.4167, -0.4407, -0.5148, -0.5389, -0.5563, -0.6229, -0.5729, -0.5646, -0.582, -0.5983, -0.597, -0.576, -0.5865]}
{"unit_id": "quote:1944601531346567469", "ticker_idx": 0, "ts": "2025-07-14T03:35:08+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 - digital gold, no inflation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, ETH, and SUI as only crypto bets; portfolio up $400k→$534k in 7 days.", "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": "DVB CRYPTO PORTFOLIO\n\n$400k to $534k in 7 days\n\n$btc $eth $sui https://t.co/DWk3SFEuVB", "reply_text": null, "parent_text": null, "quoted_text": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "parent_author": null, "ret_m1d": -0.019463635509109678, "ret_signed_m1d": -0.019463635509109678, "alpha_spy_m1d": -0.017559184207288525, "alpha_c_m1d": -0.017559184207288525, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.0019044513018211529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01729262210051885, "ret_signed_p1d": -0.01729262210051885, "alpha_spy_p1d": -0.013019409489104405, "alpha_c_p1d": -0.013019409489104405, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.004273212611414445, "ret_p1w": -0.02010988763139665, "ret_signed_p1w": -0.02010988763139665, "alpha_spy_p1w": -0.02644795134310518, "alpha_c_p1w": -0.02644795134310518, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.00633806371170853, "ret_p1m": 0.0026967369678245756, "ret_signed_p1m": 0.0026967369678245756, "alpha_spy_p1m": -0.025920206880690078, "alpha_c_p1m": -0.025920206880690078, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.028616943848514653, "ret_p3m": 0.015485084769583102, "ret_signed_p3m": 0.015485084769583102, "alpha_spy_p3m": -0.0616757123739573, "alpha_c_p3m": -0.0616757123739573, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.0771607971435404, "ret_p6m": -0.2179452363578811, "ret_signed_p6m": -0.2179452363578811, "alpha_spy_p6m": -0.3315285411883151, "alpha_c_p6m": -0.3315285411883151, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.113583304830434, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0026967369678245756, "alpha_spy_stated": -0.025920206880690078, "alpha_c_stated": -0.025920206880690078, "price_path": [-0.2988, -0.2916, -0.2954, -0.2698, -0.2203, -0.2182, -0.2162, -0.2097, -0.2075, -0.2133, -0.214, -0.1949, -0.1914, -0.2094, -0.1923, -0.1904, -0.1386, -0.1408, -0.1422, -0.1308, -0.1361, -0.1344, -0.1365, -0.1188, -0.109, -0.0849, -0.0682, -0.1048, -0.0869, -0.0906, -0.1005, -0.1185, -0.1323, -0.1165, -0.1203, -0.1261, -0.1525, -0.129, -0.0797, -0.08, -0.0931, -0.1162, -0.1148, -0.1089, -0.1272, -0.1249, -0.1265, -0.138, -0.1191, -0.1152, -0.1042, -0.1075, -0.1065, -0.1061, -0.1181, -0.0917, -0.0851, -0.0986, -0.0964, -0.0909, -0.0711, -0.0322, -0.0195, 0.0, -0.0173, -0.0093, -0.0047, -0.0154, -0.0201, 0.0012, -0.0091, -0.0124, -0.0185, -0.0161, -0.0161, -0.0168, -0.0341, -0.0545, -0.0399, -0.0476, -0.0402, -0.0196, -0.0264, -0.0093, 0.0027, 0.0292, -0.0124, -0.0205, -0.03, -0.0586, -0.0465, -0.062, -0.0248, -0.0811, -0.0671, -0.072, -0.061, -0.0954, -0.0884, -0.0722, -0.0678, -0.0761, -0.0768, -0.0649, -0.0694, -0.0492, -0.0362, -0.0313, -0.0368, -0.0251, -0.0282, -0.0226, -0.0347, -0.0593, -0.0654, -0.0544, -0.0901, -0.0846, -0.0455, -0.0483, -0.01, 0.0069, 0.0202, 0.0409, 0.0134, 0.0292, 0.0155, -0.0554, -0.0382, -0.0562, -0.0756, -0.0973, -0.1117, -0.0773, -0.0949, -0.1015, -0.0816, -0.0736, -0.0478, -0.0575, -0.0817, -0.0963, -0.0859, -0.111, -0.1524, -0.1331, -0.1548, -0.1375, -0.1156, -0.1406, -0.1517, -0.1681, -0.2124, -0.2316, -0.2245, -0.2368, -0.2772, -0.29, -0.2635, -0.2712, -0.2447, -0.2383, -0.2414, -0.2798, -0.2378, -0.2196, -0.2312, -0.2542, -0.2437, -0.2266, -0.2322, -0.2281, -0.2468, -0.2789, -0.267, -0.2812, -0.2869, -0.2649, -0.2617, -0.2706, -0.269, -0.2721, -0.2716, -0.2729, -0.2622, -0.2698, -0.2596, -0.2495, -0.2167, -0.2179]}
{"unit_id": "quote:1944601531346567469", "ticker_idx": 1, "ts": "2025-07-14T03:35:08+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH - #1 programmable blockchain, stable currency, small inflation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, ETH, and SUI as only crypto bets; portfolio up $400k→$534k in 7 days.", "resolved_tickers": ["ETH-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": "DVB CRYPTO PORTFOLIO\n\n$400k to $534k in 7 days\n\n$btc $eth $sui https://t.co/DWk3SFEuVB", "reply_text": null, "parent_text": null, "quoted_text": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "parent_author": null, "ret_m1d": -0.01840628680064349, "ret_signed_m1d": -0.01840628680064349, "alpha_spy_m1d": -0.016501835498822337, "alpha_c_m1d": -0.016501835498822337, "bench_spy_m1d": -0.0019044513018211529, "bench_c_m1d": -0.0019044513018211529, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04199272686615596, "ret_signed_p1d": 0.04199272686615596, "alpha_spy_p1d": 0.046265939477570406, "alpha_c_p1d": 0.046265939477570406, "bench_spy_p1d": -0.004273212611414445, "bench_c_p1d": -0.004273212611414445, "ret_p1w": 0.24889916578118942, "ret_signed_p1w": 0.24889916578118942, "alpha_spy_p1w": 0.2425611020694809, "alpha_c_p1w": 0.2425611020694809, "bench_spy_p1w": 0.00633806371170853, "bench_c_p1w": 0.00633806371170853, "ret_p1m": 0.5235281464284312, "ret_signed_p1m": 0.5235281464284312, "alpha_spy_p1m": 0.4949112025799165, "alpha_c_p1m": 0.4949112025799165, "bench_spy_p1m": 0.028616943848514653, "bench_c_p1m": 0.028616943848514653, "ret_p3m": 0.449928601434777, "ret_signed_p3m": 0.449928601434777, "alpha_spy_p3m": 0.37276780429123657, "alpha_c_p3m": 0.37276780429123657, "bench_spy_p3m": 0.0771607971435404, "bench_c_p3m": 0.0771607971435404, "ret_p6m": 0.09378129637108934, "ret_signed_p6m": 0.09378129637108934, "alpha_spy_p6m": -0.019802008459344655, "alpha_c_p6m": -0.019802008459344655, "bench_spy_p6m": 0.113583304830434, "bench_c_p6m": 0.113583304830434, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5235281464284312, "alpha_spy_stated": 0.4949112025799165, "alpha_c_stated": 0.4949112025799165, "price_path": [-0.4763, -0.4748, -0.4727, -0.4758, -0.4168, -0.404, -0.4127, -0.4071, -0.403, -0.4029, -0.4047, -0.3896, -0.3885, -0.3961, -0.3977, -0.3988, -0.2678, -0.2216, -0.1716, -0.1106, -0.1338, -0.1548, -0.1583, -0.1607, -0.1623, -0.153, -0.1159, -0.1616, -0.1491, -0.1162, -0.1099, -0.1263, -0.1604, -0.1348, -0.1394, -0.1343, -0.1981, -0.1779, -0.1101, -0.0663, -0.0796, -0.12, -0.144, -0.1569, -0.1668, -0.1623, -0.1632, -0.2011, -0.1963, -0.1876, -0.1971, -0.1982, -0.1956, -0.1749, -0.2016, -0.1467, -0.1402, -0.1675, -0.1561, -0.132, -0.0805, -0.0194, -0.0184, 0.0, 0.042, 0.1189, 0.1538, 0.1778, 0.2489, 0.2442, 0.2045, 0.2305, 0.2369, 0.2569, 0.2589, 0.2638, 0.2268, 0.1576, 0.2342, 0.1986, 0.2225, 0.299, 0.3307, 0.4027, 0.5235, 0.5784, 0.5093, 0.4734, 0.4311, 0.3518, 0.4384, 0.4015, 0.6033, 0.4512, 0.5267, 0.4945, 0.4957, 0.4469, 0.4318, 0.4354, 0.4769, 0.4266, 0.4293, 0.4297, 0.43, 0.4433, 0.4805, 0.5648, 0.5023, 0.4945, 0.5241, 0.5232, 0.4837, 0.3948, 0.3823, 0.3784, 0.2837, 0.3393, 0.3996, 0.3759, 0.4439, 0.4893, 0.4983, 0.5557, 0.4771, 0.5025, 0.4499, 0.2753, 0.4089, 0.369, 0.3233, 0.2925, 0.2719, 0.321, 0.2865, 0.2638, 0.2796, 0.3057, 0.3673, 0.3215, 0.2954, 0.2625, 0.2767, 0.1954, 0.0927, 0.1367, 0.0992, 0.14, 0.1842, 0.1334, 0.1327, 0.0728, 0.03, 0.0037, 0.0364, 0.0032, -0.0603, -0.0822, -0.0201, -0.0184, 0.0048, 0.0004, 0.0063, -0.0707, -0.0051, 0.0591, 0.0401, 0.0037, 0.0371, 0.1021, 0.1036, 0.0742, 0.0235, -0.0163, -0.0163, -0.0604, -0.0618, -0.0117, -0.0024, -0.0166, -0.0225, -0.0364, -0.0291, -0.0262, -0.0139, -0.0154, -0.0043, 0.0369, 0.0706, 0.0938]}
{"unit_id": "quote:1966190379147178495", "ticker_idx": 0, "ts": "2025-09-11T17:21:31+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BREAKOUT on $TSLA $363.70 🎉", "tweet_type": "prediction", "timeline": "weeks", "summary": "Calls a breakout on TSLA at $363.70, extending bullish prediction to mid-to-end of September.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "BREAKOUT on $TSLA $363.70 🎉 https://t.co/6uKUTAGB1l", "reply_text": null, "parent_text": null, "quoted_text": "Ok. Wrong about $TSLA timing but a lot people get it wrong too so I won't beat myself up...\n\nBased on historical announcement dates, there's a high likelihood of a big event in Sept esp the proxy vote disclosures. \n\nExtending my prediction to mid to end of Sept. https://t.co/ueLAAvV5bb", "parent_author": null, "ret_m1d": -0.05699408680029716, "ret_signed_m1d": -0.05699408680029716, "alpha_spy_m1d": -0.0487523819231106, "alpha_c_m1d": -0.03791238368239502, "bench_spy_m1d": -0.008241704877186562, "bench_c_m1d": -0.019081703117902138, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07356092584909457, "ret_signed_p1d": 0.07356092584909457, "alpha_spy_p1d": 0.07389555625844069, "alpha_c_p1d": 0.06837978443174775, "bench_spy_p1d": -0.000334630409346115, "bench_c_p1d": 0.005181141417346824, "ret_p1w": 0.13025679581066574, "ret_signed_p1w": 0.13025679581066574, "alpha_spy_p1w": 0.12321641973338049, "alpha_c_p1w": 0.11728289072255915, "bench_spy_p1w": 0.007040376077285249, "bench_c_p1w": 0.012973905088106585, "ret_p1m": 0.1211463706828686, "ret_signed_p1m": 0.1211463706828686, "alpha_spy_p1m": 0.12540347756744352, "alpha_c_p1m": 0.15588323317489083, "bench_spy_p1m": -0.004257106884574924, "bench_c_p1m": -0.034736862492022236, "ret_p3m": 0.20704432193980615, "ret_signed_p3m": 0.20704432193980615, "alpha_spy_p3m": 0.16552612835846037, "alpha_c_p3m": 0.2113569090081855, "bench_spy_p3m": 0.041518193581345786, "bench_c_p3m": -0.004312587068379337, "ret_p6m": 0.0757029733807546, "ret_signed_p6m": 0.0757029733807546, "alpha_spy_p6m": 0.047409906583138595, "alpha_c_p6m": 0.107977193782137, "bench_spy_p6m": 0.028293066797616007, "bench_c_p6m": -0.03227422040138239, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1211463706828686, "alpha_spy_stated": 0.12540347756744352, "alpha_c_stated": 0.15588323317489083, "price_path": [-0.1076, -0.1422, -0.1268, -0.1268, -0.1265, -0.0546, -0.0768, -0.1119, -0.1167, -0.1225, -0.1387, -0.1846, -0.1441, -0.145, -0.145, -0.203, -0.1925, -0.1977, -0.1598, -0.1499, -0.1407, -0.1573, -0.1278, -0.1339, -0.1062, -0.1093, -0.0995, -0.0983, -0.1722, -0.143, -0.1172, -0.1291, -0.1349, -0.1641, -0.1794, -0.1615, -0.1629, -0.1326, -0.1262, -0.1062, -0.0807, -0.0758, -0.0798, -0.0901, -0.1037, -0.0912, -0.1071, -0.1218, -0.132, -0.0781, -0.0602, -0.0465, -0.0521, -0.0619, -0.0947, -0.0947, -0.107, -0.0941, -0.0821, -0.0487, -0.0608, -0.0592, -0.057, 0.0, 0.0736, 0.1118, 0.1432, 0.1547, 0.1303, 0.1553, 0.1773, 0.1547, 0.2006, 0.148, 0.1941, 0.2017, 0.2058, 0.2458, 0.1822, 0.1655, 0.229, 0.1743, 0.1895, 0.1809, 0.1211, 0.1819, 0.1639, 0.1799, 0.1625, 0.1912, 0.2132, 0.2001, 0.1902, 0.2174, 0.176, 0.2267, 0.2487, 0.2513, 0.1933, 0.2379, 0.2699, 0.2046, 0.2529, 0.2091, 0.1646, 0.2072, 0.192, 0.1675, 0.09, 0.0964, 0.1088, 0.088, 0.0954, 0.0716, 0.0604, 0.1328, 0.1372, 0.1566, 0.1566, 0.1664, 0.1663, 0.1639, 0.2113, 0.2324, 0.2337, 0.1919, 0.207, 0.2241, 0.2117, 0.2444, 0.2888, 0.3283, 0.2669, 0.3106, 0.3047, 0.3252, 0.3166, 0.3161, 0.3161, 0.2884, 0.2463, 0.2322, 0.2194, 0.2194, 0.1878, 0.2247, 0.1739, 0.1697, 0.1816, 0.2066, 0.2173, 0.2125, 0.1909, 0.1891, 0.1862, 0.1862, 0.1368, 0.1698, 0.2184, 0.2176, 0.18, 0.1684, 0.1699, 0.1295, 0.167, 0.1437, 0.1441, 0.1009, 0.077, 0.1147, 0.1315, 0.1529, 0.1612, 0.1309, 0.1319, 0.1319, 0.1134, 0.1153, 0.1163, 0.1166, 0.0841, 0.11, 0.1317, 0.1078, 0.0914, 0.0936, 0.064, 0.1007, 0.0996, 0.0757]}
{"unit_id": "orig:1948506737360670737", "ticker_idx": 0, "ts": "2025-07-24T22:13:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Now give Elon his dues. $tsla", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Implicit bullish lean on TSLA, drawing parallel to Ellison's wealth/ownership thesis at Oracle.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Larry Ellison owns approximately 41% of Oracle Corporation. That's why Larry is one of the GOAT. Now give Elon his dues. $tsla", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03404419998968777, "ret_signed_m1d": -0.03404419998968777, "alpha_spy_m1d": -0.029837631803675824, "alpha_c_m1d": -0.024838924248553385, "bench_spy_m1d": -0.00420656818601195, "bench_c_m1d": -0.009205275741134389, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030152499060024596, "ret_signed_p1d": 0.030152499060024596, "alpha_spy_p1d": 0.030403568064771402, "alpha_c_p1d": 0.024326860780935933, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": 0.005825638279088663, "ret_p1w": -0.04249190906638378, "ret_signed_p1w": -0.04249190906638378, "alpha_spy_p1w": -0.01835112057216337, "alpha_c_p1w": -0.0034471876454233996, "bench_spy_p1w": -0.02414078849422041, "bench_c_p1w": -0.03904472142096038, "ret_p1m": 0.09662725046139409, "ret_signed_p1m": 0.09662725046139409, "alpha_spy_p1m": 0.08819851913961552, "alpha_c_p1m": 0.06211839065788105, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.03450885980351304, "ret_p3m": 0.38888187246575967, "ret_signed_p3m": 0.38888187246575967, "alpha_spy_p3m": 0.33778874882153964, "alpha_c_p3m": 0.3317442398039454, "bench_spy_p3m": 0.05109312364422003, "bench_c_p3m": 0.057137632661814264, "ret_p6m": 0.3842308529376379, "ret_signed_p6m": 0.3842308529376379, "alpha_spy_p6m": 0.2923661376738145, "alpha_c_p6m": 0.2924131971732231, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.09181765576441481, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09662725046139409, "alpha_spy_stated": 0.08819851913961552, "alpha_c_stated": 0.06211839065788105, "price_path": [-0.076, -0.1073, -0.1124, -0.0913, -0.1133, -0.1288, -0.1261, -0.0988, -0.0563, 0.0073, 0.057, 0.1, 0.0847, 0.1073, 0.0824, 0.0878, 0.0587, 0.079, 0.0737, 0.0737, 0.1482, 0.1292, 0.1341, 0.0962, 0.0843, 0.0893, 0.0506, -0.0992, -0.0662, -0.0237, 0.0317, 0.0328, 0.0097, 0.0293, 0.0414, 0.0009, 0.019, 0.019, 0.0193, 0.1032, 0.0772, 0.0364, 0.0308, 0.024, 0.0051, -0.0486, -0.0013, -0.0022, -0.0022, -0.07, -0.0577, -0.0638, -0.0196, -0.0081, 0.0027, -0.0167, 0.0177, 0.0106, 0.043, 0.0393, 0.0508, 0.0522, -0.034, 0.0, 0.0302, 0.0163, 0.0094, -0.0246, -0.0425, -0.0215, -0.0232, 0.0122, 0.0196, 0.043, 0.0727, 0.0784, 0.0738, 0.0618, 0.0459, 0.0604, 0.0419, 0.0248, 0.0128, 0.0758, 0.0966, 0.1127, 0.1061, 0.0947, 0.0564, 0.0564, 0.0421, 0.057, 0.0711, 0.11, 0.096, 0.0978, 0.1004, 0.1669, 0.2527, 0.2973, 0.334, 0.3474, 0.3189, 0.3481, 0.3738, 0.3474, 0.401, 0.3396, 0.3934, 0.4023, 0.4071, 0.4537, 0.3795, 0.36, 0.4341, 0.3703, 0.388, 0.378, 0.3083, 0.3792, 0.3581, 0.3768, 0.3565, 0.39, 0.4156, 0.4004, 0.3889, 0.4206, 0.3723, 0.4314, 0.4572, 0.4602, 0.3925, 0.4445, 0.4819, 0.4056, 0.462, 0.4108, 0.359, 0.4087, 0.3909, 0.3624, 0.2719, 0.2793, 0.2938, 0.2695, 0.2782, 0.2505, 0.2374, 0.3218, 0.327, 0.3497, 0.3497, 0.361, 0.3609, 0.3581, 0.4135, 0.4381, 0.4396, 0.3908, 0.4085, 0.4284, 0.4139, 0.4521, 0.5039, 0.55, 0.4784, 0.5294, 0.5225, 0.5463, 0.5363, 0.5358, 0.5358, 0.5035, 0.4543, 0.4378, 0.4229, 0.4229, 0.386, 0.4291, 0.3699, 0.365, 0.3789, 0.408, 0.4205, 0.4149, 0.3896, 0.3876, 0.3842, 0.3842]}
{"unit_id": "reply:1968015176105603123", "ticker_idx": 0, "ts": "2025-09-16T18:12:36+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's an opportunity indeed.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses buying RKLB below $50 as a long-term opportunity.", "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": "reply_other", "lang": "en", "tweet_text": "@bennybigbull It's an opportunity indeed.", "reply_text": null, "parent_text": "A gift from the gods! \n\nThe market has given us one last chance to load up on $RKLB below $50!\n\nThis is nothing but a buying opportunity for long term investors 💪🏽 https://t.co/193eNRsyxZ", "quoted_text": null, "parent_author": "bennybigbull", "ret_m1d": 0.14382478859697367, "ret_signed_m1d": 0.14382478859697367, "alpha_spy_m1d": 0.14244600534654395, "alpha_c_m1d": 0.14086104581381198, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.0029637427831616936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017673889682456867, "ret_signed_p1d": 0.017673889682456867, "alpha_spy_p1d": 0.01891634674414877, "alpha_c_p1d": 0.022218498872024095, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.004544609189567228, "ret_p1w": 0.11990689054083448, "ret_signed_p1w": 0.11990689054083448, "alpha_spy_p1w": 0.11225719611065688, "alpha_c_p1w": 0.10777330824564246, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.012133582295192014, "ret_p1m": 0.4661868601782819, "ret_signed_p1m": 0.4661868601782819, "alpha_spy_p1m": 0.45555940159671193, "alpha_c_p1m": 0.4569630696556015, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.009223790522680408, "ret_p3m": 0.3015134526115597, "ret_signed_p3m": 0.3015134526115597, "alpha_spy_p3m": 0.26567995494813257, "alpha_c_p3m": 0.2649097277727077, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03660372483885199, "ret_p6m": 0.5231241551771568, "ret_signed_p6m": 0.5231241551771568, "alpha_spy_p6m": 0.49250424596217024, "alpha_c_p6m": 0.39835877845200973, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.12476537672514709, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4661868601782819, "alpha_spy_stated": 0.45555940159671193, "alpha_c_stated": 0.4569630696556015, "price_path": [-0.4105, -0.3642, -0.3062, -0.2918, -0.3153, -0.2351, -0.2511, -0.2429, -0.2734, -0.2448, -0.2452, -0.2452, -0.1771, -0.18, -0.1716, -0.1724, -0.1739, -0.0854, -0.056, 0.0094, 0.0865, 0.0877, -0.0012, -0.0077, 0.0403, 0.0187, 0.0039, -0.0452, -0.0731, -0.017, -0.028, -0.0515, -0.0573, -0.0528, -0.0666, -0.0642, -0.0541, -0.0471, -0.0807, -0.0899, -0.0939, -0.063, -0.0482, -0.1339, -0.1387, -0.121, -0.0606, -0.0005, 0.0187, -0.0211, 0.0141, 0.0287, 0.0287, 0.0437, -0.0786, -0.0901, -0.0297, 0.0103, -0.0046, -0.0228, 0.0251, 0.129, 0.1438, 0.0, 0.0177, -0.0014, 0.0115, 0.0543, 0.1199, 0.0306, -0.013, -0.0208, -0.005, 0.0141, 0.0153, 0.1106, 0.1887, 0.2382, 0.3019, 0.3824, 0.4059, 0.3601, 0.3847, 0.4399, 0.4662, 0.4181, 0.4027, 0.4255, 0.3843, 0.2819, 0.3455, 0.3665, 0.3889, 0.3493, 0.4004, 0.2894, 0.3331, 0.2983, 0.1974, 0.1942, 0.0501, 0.093, 0.0985, 0.0846, 0.0577, -0.0422, -0.0361, -0.0833, -0.0945, -0.0767, -0.1644, -0.147, -0.1015, -0.0983, -0.1125, -0.1125, -0.1081, -0.1455, -0.1131, -0.0534, 0.045, 0.0383, 0.0913, 0.1309, 0.2175, 0.3447, 0.3015, 0.1728, 0.1745, 0.1421, 0.2683, 0.4926, 0.6414, 0.6336, 0.6336, 0.6336, 0.4954, 0.4842, 0.4912, 0.4766, 0.4766, 0.6084, 0.6539, 0.8209, 0.7797, 0.7585, 0.796, 0.8605, 0.8326, 0.9431, 0.921, 1.0383, 1.0383, 0.8872, 0.8588, 0.8622, 0.8817, 0.7035, 0.8415, 0.8747, 0.8135, 0.6948, 0.5695, 0.7202, 0.5475, 0.4037, 0.5307, 0.6052, 0.5246, 0.4736, 0.3972, 0.4275, 0.4275, 0.4793, 0.5752, 0.6209, 0.4998, 0.4861, 0.481, 0.4859, 0.5377, 0.4626, 0.5022, 0.4844, 0.5221, 0.4816, 0.484, 0.513, 0.459, 0.5231]}
{"unit_id": "quote:1953877617582477543", "ticker_idx": 0, "ts": "2025-08-08T17:54:59+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "BTC - digital gold, no inflation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, ETH, and SUI as only crypto bets; checks portfolio as ETH breaks $4000.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$ETH breaks $4000. Time to check up on my crypto portfolio. https://t.co/TsQMGDw6WQ", "reply_text": null, "parent_text": null, "quoted_text": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "parent_author": null, "ret_m1d": 0.006925877921609924, "ret_signed_m1d": 0.006925877921609924, "alpha_spy_m1d": 0.014663101328802663, "alpha_c_m1d": 0.014663101328802663, "bench_spy_m1d": -0.007737223407192739, "bench_c_m1d": -0.007737223407192739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017505707793510794, "ret_signed_p1d": 0.017505707793510794, "alpha_spy_p1d": 0.019483112288612103, "alpha_c_p1d": 0.019483112288612103, "bench_spy_p1d": -0.0019774044951013092, "bench_c_p1d": -0.0019774044951013092, "ret_p1w": 0.006081350109000683, "ret_signed_p1w": 0.006081350109000683, "alpha_spy_p1w": -0.003743300397321292, "alpha_c_p1w": -0.003743300397321292, "bench_spy_p1w": 0.009824650506321975, "bench_c_p1w": 0.009824650506321975, "ret_p1m": -0.03956934839396775, "ret_signed_p1m": -0.03956934839396775, "alpha_spy_p1m": -0.05785305194464707, "alpha_c_p1m": -0.05785305194464707, "bench_spy_p1m": 0.01828370355067932, "bench_c_p1m": 0.01828370355067932, "ret_p3m": -0.10966689758282533, "ret_signed_p3m": -0.10966689758282533, "alpha_spy_p3m": -0.17601963179465419, "alpha_c_p3m": -0.17601963179465419, "bench_spy_p3m": 0.06635273421182886, "bench_c_p3m": 0.06635273421182886, "ret_p6m": -0.32565237497168786, "ret_signed_p6m": -0.32565237497168786, "alpha_spy_p6m": -0.4232990825113646, "alpha_c_p6m": -0.4232990825113646, "bench_spy_p6m": 0.09764670753967675, "bench_c_p6m": 0.09764670753967675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03956934839396775, "alpha_spy_stated": -0.05785305194464707, "alpha_c_stated": -0.05785305194464707, "price_path": [-0.1073, -0.1127, -0.1109, -0.1131, -0.095, -0.0848, -0.0601, -0.043, -0.0806, -0.0621, -0.0659, -0.0762, -0.0947, -0.1088, -0.0926, -0.0965, -0.1025, -0.1295, -0.1054, -0.0548, -0.0551, -0.0686, -0.0922, -0.0908, -0.0848, -0.1036, -0.1012, -0.1029, -0.1147, -0.0952, -0.0912, -0.0799, -0.0834, -0.0823, -0.0819, -0.0942, -0.0671, -0.0603, -0.0742, -0.0719, -0.0663, -0.046, -0.006, 0.0071, 0.0271, 0.0093, 0.0176, 0.0223, 0.0113, 0.0064, 0.0283, 0.0177, 0.0144, 0.0081, 0.0106, 0.0106, 0.0098, -0.008, -0.0289, -0.0139, -0.0218, -0.0142, 0.0069, 0.0, 0.0175, 0.0299, 0.057, 0.0143, 0.0061, -0.0037, -0.0331, -0.0207, -0.0366, 0.0016, -0.0563, -0.0419, -0.0468, -0.0355, -0.0709, -0.0637, -0.047, -0.0426, -0.0511, -0.0517, -0.0396, -0.0442, -0.0234, -0.0101, -0.005, -0.0107, 0.0013, -0.0019, 0.0038, -0.0086, -0.0338, -0.0401, -0.0288, -0.0655, -0.0598, -0.0196, -0.0226, 0.0168, 0.0342, 0.0478, 0.0691, 0.0408, 0.0571, 0.043, -0.0298, -0.0121, -0.0306, -0.0506, -0.0729, -0.0876, -0.0523, -0.0704, -0.0771, -0.0567, -0.0485, -0.022, -0.032, -0.0568, -0.0718, -0.0611, -0.0869, -0.1294, -0.1097, -0.1319, -0.1141, -0.0916, -0.1173, -0.1288, -0.1456, -0.191, -0.2108, -0.2034, -0.2162, -0.2576, -0.2708, -0.2435, -0.2515, -0.2243, -0.2177, -0.2208, -0.2602, -0.2171, -0.1985, -0.2104, -0.234, -0.2232, -0.2056, -0.2114, -0.2072, -0.2264, -0.2594, -0.2472, -0.2618, -0.2676, -0.245, -0.2417, -0.2509, -0.2492, -0.2524, -0.2518, -0.2532, -0.2422, -0.2501, -0.2396, -0.2292, -0.1954, -0.1968, -0.2175, -0.2199, -0.2243, -0.2185, -0.1831, -0.1693, -0.1811, -0.1814, -0.2068, -0.2432, -0.2341, -0.2333, -0.233, -0.2436, -0.2364, -0.2357, -0.2753, -0.279, -0.3257]}
{"unit_id": "quote:1953877617582477543", "ticker_idx": 1, "ts": "2025-08-08T17:54:59+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH - #1 programmable blockchain, stable currency, small inflation", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC, ETH, and SUI as only crypto bets; checks portfolio as ETH breaks $4000.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$ETH breaks $4000. Time to check up on my crypto portfolio. https://t.co/TsQMGDw6WQ", "reply_text": null, "parent_text": null, "quoted_text": "Crypto market is getting exciting. These are my only bets.\n\nBTC - digital gold, no inflation\nETH - #1 programmable blockchain, stable currency, small inflation\nSUI - third generation programmable blockchain developed by Meta libra team, no inflation. https://t.co/lxj6nKpz7i", "parent_author": null, "ret_m1d": -0.023822082115806054, "ret_signed_m1d": -0.023822082115806054, "alpha_spy_m1d": -0.016084858708613314, "alpha_c_m1d": -0.016084858708613314, "bench_spy_m1d": -0.007737223407192739, "bench_c_m1d": -0.007737223407192739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05414616026299024, "ret_signed_p1d": 0.05414616026299024, "alpha_spy_p1d": 0.05612356475809155, "alpha_c_p1d": 0.05612356475809155, "bench_spy_p1d": -0.0019774044951013092, "bench_c_p1d": -0.0019774044951013092, "ret_p1w": 0.10727084879691673, "ret_signed_p1w": 0.10727084879691673, "alpha_spy_p1w": 0.09744619829059475, "alpha_c_p1w": 0.09744619829059475, "bench_spy_p1w": 0.009824650506321975, "bench_c_p1w": 0.009824650506321975, "ret_p1m": 0.07437272521314564, "ret_signed_p1m": 0.07437272521314564, "alpha_spy_p1m": 0.05608902166246632, "alpha_c_p1m": 0.05608902166246632, "bench_spy_p1m": 0.01828370355067932, "bench_c_p1m": 0.01828370355067932, "ret_p3m": -0.14581041638139391, "ret_signed_p3m": -0.14581041638139391, "alpha_spy_p3m": -0.21216315059322277, "alpha_c_p3m": -0.21216315059322277, "bench_spy_p3m": 0.06635273421182886, "bench_c_p3m": 0.06635273421182886, "ret_p6m": -0.4153503632200525, "ret_signed_p6m": -0.4153503632200525, "alpha_spy_p6m": -0.5129970707597292, "alpha_c_p6m": -0.5129970707597292, "bench_spy_p6m": 0.09764670753967675, "bench_c_p6m": 0.09764670753967675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07437272521314564, "alpha_spy_stated": 0.05608902166246632, "alpha_c_stated": 0.05608902166246632, "price_path": [-0.3316, -0.3491, -0.3648, -0.3675, -0.3693, -0.3705, -0.3635, -0.3356, -0.3699, -0.3605, -0.3359, -0.3311, -0.3435, -0.3691, -0.3498, -0.3533, -0.3494, -0.3974, -0.3822, -0.3313, -0.2983, -0.3083, -0.3387, -0.3567, -0.3664, -0.3739, -0.3705, -0.3711, -0.3997, -0.396, -0.3895, -0.3967, -0.3974, -0.3955, -0.3799, -0.4, -0.3587, -0.3538, -0.3744, -0.3658, -0.3477, -0.309, -0.2631, -0.2623, -0.2485, -0.217, -0.1592, -0.1329, -0.1149, -0.0615, -0.065, -0.0948, -0.0753, -0.0705, -0.0555, -0.054, -0.0503, -0.0781, -0.1301, -0.0725, -0.0992, -0.0813, -0.0238, 0.0, 0.0541, 0.1449, 0.1861, 0.1342, 0.1073, 0.0755, 0.0159, 0.081, 0.0532, 0.2049, 0.0906, 0.1473, 0.1231, 0.124, 0.0874, 0.076, 0.0787, 0.1099, 0.072, 0.0741, 0.0744, 0.0746, 0.0846, 0.1126, 0.1759, 0.1289, 0.1231, 0.1454, 0.1447, 0.115, 0.0481, 0.0388, 0.0358, -0.0353, 0.0065, 0.0517, 0.0339, 0.0851, 0.1192, 0.1259, 0.1691, 0.1101, 0.1291, 0.0896, -0.0416, 0.0588, 0.0288, -0.0056, -0.0287, -0.0442, -0.0073, -0.0332, -0.0503, -0.0384, -0.0188, 0.0275, -0.0069, -0.0266, -0.0512, -0.0406, -0.1016, -0.1789, -0.1458, -0.174, -0.1433, -0.1101, -0.1483, -0.1488, -0.1938, -0.226, -0.2457, -0.2212, -0.2461, -0.2938, -0.3103, -0.2636, -0.2623, -0.2449, -0.2482, -0.2438, -0.3017, -0.2524, -0.2041, -0.2183, -0.2457, -0.2206, -0.1718, -0.1707, -0.1927, -0.2309, -0.2608, -0.2608, -0.2939, -0.295, -0.2573, -0.2503, -0.261, -0.2654, -0.2759, -0.2704, -0.2682, -0.259, -0.2601, -0.2517, -0.2208, -0.1954, -0.178, -0.2102, -0.2258, -0.2311, -0.2288, -0.1715, -0.1634, -0.1728, -0.1782, -0.2053, -0.2679, -0.2571, -0.2644, -0.2635, -0.2702, -0.2463, -0.2502, -0.2972, -0.3261, -0.4154]}
{"unit_id": "quote:1970848640429084740", "ticker_idx": 0, "ts": "2025-09-24T13:51:47+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 bought 10,000 shares of $IREN in the high 20's... IREN announced scaling more GPU with a NVIDIA partnership. It was the signal to tell me that IREN was serious contender and great reduced the risks I considered prior.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 10,000 shares of IREN; bullish on GPU scaling and NVIDIA partnership as de-risking catalyst.", "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": "A lot people impressed that I bought 10,000 shares of $IREN in the high 20's and didn't get scared by the earlier run up.\n\nAfter the earnings call, IREN announced scaling more GPU with a NVIDIA partnership. It was the signal to tell me that IREN was serious contender and great reduced the risks I considered prior.  I was also prepared for a big pullback, but also considered missing out.\n\nSometimes people forget when the price goes higher for a good reason, it's okay to buy because you are paying for progress made. Others came in at lower price, took more risks before the progress. It's wishful thinking for price to go back after the risks have priced in.", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger Lot of people scared by the initial run-up which prevented them from buying. \n\nKudos to you for starting a position in the high 20's low 30's sir. \n\nNot easy when most people have a mental block.\n\n🫡", "parent_author": null, "ret_m1d": -0.11391597372536189, "ret_signed_m1d": -0.11391597372536189, "alpha_spy_m1d": -0.11710788663991667, "alpha_c_m1d": -0.11671387489975005, "bench_spy_m1d": 0.003191912914554784, "bench_c_m1d": 0.002797901174388162, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018031363706545678, "ret_signed_p1d": -0.018031363706545678, "alpha_spy_p1d": -0.013417988801112002, "alpha_c_p1d": -0.015419931658228747, "bench_spy_p1d": -0.004613374905433676, "bench_c_p1d": -0.0026114320483169307, "ret_p1w": -0.0012727526383236043, "ret_signed_p1w": -0.0012727526383236043, "alpha_spy_p1w": -0.012390782296518354, "alpha_c_p1w": 0.0028310086074428975, "bench_spy_p1w": 0.01111802965819475, "bench_c_p1w": -0.004103761245766502, "ret_p1m": 0.18498093622415213, "ret_signed_p1m": 0.18498093622415213, "alpha_spy_p1m": 0.1688561394946131, "alpha_c_p1m": 0.20493990293311104, "bench_spy_p1m": 0.016124796729539037, "bench_c_p1m": -0.019958966708958914, "ret_p3m": -0.10818834408472677, "ret_signed_p3m": -0.10818834408472677, "alpha_spy_p3m": -0.14714412898355034, "alpha_c_p3m": -0.14369195045092253, "bench_spy_p3m": 0.038955784898823564, "bench_c_p3m": 0.03550360636619576, "ret_p6m": -0.11624946145925685, "ret_signed_p6m": -0.11624946145925685, "alpha_spy_p6m": -0.11723219716572109, "alpha_c_p6m": -0.033265442634013764, "bench_spy_p6m": 0.0009827357064642328, "bench_c_p6m": -0.08298401882524309, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18498093622415213, "alpha_spy_stated": 0.1688561394946131, "alpha_c_stated": 0.20493990293311104, "price_path": [-0.703, -0.6909, -0.6769, -0.6678, -0.6432, -0.6432, -0.6404, -0.6417, -0.6402, -0.6387, -0.6557, -0.6334, -0.6419, -0.6328, -0.6171, -0.6194, -0.615, -0.6056, -0.5972, -0.6152, -0.6241, -0.6483, -0.665, -0.6576, -0.6583, -0.6733, -0.6504, -0.651, -0.6114, -0.6061, -0.6086, -0.6188, -0.6218, -0.6239, -0.5952, -0.5823, -0.5608, -0.6027, -0.5808, -0.5844, -0.5454, -0.5095, -0.5123, -0.5258, -0.5112, -0.4383, -0.4383, -0.3825, -0.4016, -0.4457, -0.4453, -0.4444, -0.3596, -0.2866, -0.3031, -0.2796, -0.2121, -0.2268, -0.196, -0.2295, -0.1803, -0.1112, -0.1139, 0.0, -0.018, -0.112, -0.0257, -0.0045, -0.0013, -0.0025, 0.0704, 0.2251, 0.3084, 0.2747, 0.3545, 0.2679, 0.3606, 0.4756, 0.4421, 0.3116, 0.2881, 0.2563, 0.1709, 0.0995, 0.185, 0.3343, 0.3787, 0.3241, 0.2817, 0.235, 0.2887, 0.4372, 0.4134, 0.6209, 0.4204, 0.3233, 0.2764, 0.2172, 0.1816, 0.032, -0.0163, 0.0057, 0.0363, -0.0278, -0.0779, -0.1035, 0.0286, 0.007, 0.0278, 0.0278, 0.0142, 0.0286, -0.1277, -0.0675, -0.0146, -0.0515, -0.017, -0.0064, -0.0683, -0.0679, -0.1487, -0.2473, -0.2238, -0.2834, -0.2406, -0.1532, -0.1082, -0.1076, -0.1095, -0.1095, -0.1451, -0.164, -0.1875, -0.1988, -0.1988, -0.0942, 0.0233, -0.0261, -0.0746, -0.031, -0.0235, 0.0677, 0.1241, 0.1218, 0.1008, 0.2266, 0.2266, 0.151, 0.1345, 0.1086, 0.2024, 0.1107, 0.2726, 0.3352, 0.2694, 0.14, 0.126, 0.1538, -0.0467, -0.1559, -0.1126, -0.021, -0.0893, -0.0948, -0.1508, -0.1044, -0.1044, -0.1309, -0.1073, -0.0817, -0.1519, -0.1014, -0.0359, -0.066, -0.0615, -0.1313, -0.122, -0.1759, -0.07, -0.1488, -0.2215, -0.1761, -0.1913, -0.1095, -0.1224, -0.1179, -0.0467, -0.0887, -0.1046, -0.1162]}
{"unit_id": "quote:1948874064044720359", "ticker_idx": 0, "ts": "2025-07-25T22:32:39+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is positioned be legally compliant with the FDA. They just hired a compliant officer for GLP-1. Also, the company hires a team of top-tier A players. You don't attract that kind of talent doing shady stuff.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HIMS: FDA compliance posture is strong, hired GLP-1 compliance officer, top talent signals legitimate operation.", "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": "$HIMS is positioned be legally compliant with the FDA.  They just hired a compliant officer for GLP-1.   There are many counterfeit, and illegal products we don't hear about because they operate in the black/gray market. Also, the company hires a team of top-tier A players. You don't attract that kind of talent doing shady stuff.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 $HIMS JUST ENDORSED THE VERY THING THAT WIPED $1.5 BILLION OFF ITS MARKET CAP IN 5 MINUTES EARLIER TODAY: \n\n\"We support the bi-partisan call for the FDA to crack down on counterfeit and illegally sold weight loss drugs.\"", "parent_author": null, "ret_m1d": -0.01755280800852388, "ret_signed_m1d": -0.01755280800852388, "alpha_spy_m1d": -0.01780394006474606, "alpha_c_m1d": -0.01780394006474606, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027096116978848173, "ret_signed_p1d": 0.027096116978848173, "alpha_spy_p1d": 0.029733778668120103, "alpha_c_p1d": 0.029733778668120103, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": 0.07958415379444705, "ret_signed_p1w": 0.07958415379444705, "alpha_spy_p1w": 0.08864321953087873, "alpha_c_p1w": 0.08864321953087873, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": -0.22716431086792166, "ret_signed_p1m": -0.22716431086792166, "alpha_spy_p1m": -0.24006970820156204, "alpha_c_p1m": -0.24006970820156204, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": -0.17365369075859038, "ret_signed_p3m": -0.17365369075859038, "alpha_spy_p3m": -0.2312452858957359, "alpha_c_p3m": -0.2312452858957359, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.4807430273536155, "ret_signed_p6m": -0.4807430273536155, "alpha_spy_p6m": -0.5506494913202831, "alpha_c_p6m": -0.5506494913202831, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22716431086792166, "alpha_spy_stated": -0.24006970820156204, "alpha_c_stated": -0.24006970820156204, "price_path": [-0.4359, -0.3838, -0.3044, -0.2863, -0.157, -0.1079, -0.1241, -0.1145, -0.0591, 0.0907, 0.0416, -0.0017, 0.1017, 0.0624, 0.0431, -0.0116, -0.0879, -0.0656, -0.0656, -0.0907, -0.091, -0.107, -0.0361, -0.0325, -0.0673, -0.0864, -0.1007, -0.04, -0.031, -0.0585, -0.0191, -0.0261, -0.0545, 0.0187, 0.0095, 0.0407, 0.0407, 0.0944, -0.2846, -0.2681, -0.2943, -0.2113, -0.158, -0.1505, -0.1827, -0.1912, -0.1823, -0.1823, -0.1748, -0.1656, -0.1268, -0.1433, -0.1839, -0.1133, -0.1401, -0.1164, -0.1481, -0.1414, -0.1888, -0.1478, -0.0112, -0.0232, -0.0176, 0.0, 0.0271, 0.1167, 0.1278, 0.066, 0.0796, -0.0539, -0.1287, -0.13, -0.1149, -0.1483, -0.1827, -0.1764, -0.1968, -0.2157, -0.2314, -0.2812, -0.2607, -0.2509, -0.2405, -0.2674, -0.2272, -0.25, -0.2481, -0.2783, -0.2783, -0.2923, -0.2423, -0.1801, -0.175, -0.1541, -0.1856, -0.1858, -0.1179, -0.0542, -0.0804, -0.1328, -0.142, -0.0423, -0.0147, -0.0167, -0.0457, -0.0925, -0.0649, -0.0048, 0.0075, -0.0334, -0.0404, -0.0138, -0.1046, -0.0668, -0.0121, -0.0087, -0.0073, -0.0806, -0.0673, -0.0794, 0.0695, 0.008, -0.1517, -0.1247, -0.1588, -0.1912, -0.1737, -0.1687, -0.1781, -0.197, -0.2054, -0.2491, -0.2253, -0.2435, -0.2708, -0.2548, -0.2924, -0.3008, -0.3004, -0.3226, -0.335, -0.3857, -0.3698, -0.3937, -0.3821, -0.3894, -0.4271, -0.4085, -0.3562, -0.3679, -0.3456, -0.3456, -0.3224, -0.3608, -0.3812, -0.3683, -0.318, -0.332, -0.3333, -0.3214, -0.3545, -0.3563, -0.3659, -0.3822, -0.3718, -0.4041, -0.4075, -0.394, -0.4027, -0.407, -0.4092, -0.4092, -0.4153, -0.4189, -0.4369, -0.4467, -0.4467, -0.4306, -0.4085, -0.3957, -0.3957, -0.4228, -0.46, -0.4489, -0.4513, -0.4663, -0.4678, -0.4652, -0.4652, -0.4807]}
{"unit_id": "orig:1967593766359023841", "ticker_idx": 0, "ts": "2025-09-15T14:18:04+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rounded out to my favorite share count of 10,000 for $rkt Rocket Mortgage. I can see good catalysts for the year ahead.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds 10,000 shares of RKT; sees good catalysts for the year ahead.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "original", "lang": "en", "tweet_text": "Rounded out to my favorite share count of 10,000 for $rkt Rocket Mortgage. I can see good catalysts for the year ahead. https://t.co/0D8wSsqwlU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.005295768324795391, "alpha_c_m1d": 0.005295768324795391, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015639806527959377, "ret_signed_p1d": -0.015639806527959377, "alpha_spy_p1d": -0.01426292170326382, "alpha_c_p1d": -0.01426292170326382, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.060663538554701635, "ret_signed_p1w": -0.060663538554701635, "alpha_spy_p1w": -0.07243326133734618, "alpha_c_p1w": -0.07243326133734618, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.19810427628459704, "ret_signed_p1m": -0.19810427628459704, "alpha_spy_p1m": -0.2028794876517308, "alpha_c_p1m": -0.2028794876517308, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.08246444263793729, "ret_signed_p3m": -0.08246444263793729, "alpha_spy_p3m": -0.12811462668166662, "alpha_c_p3m": -0.12811462668166662, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.2654028568827759, "ret_signed_p6m": -0.2654028568827759, "alpha_spy_p6m": -0.2958971301493142, "alpha_c_p6m": -0.2958971301493142, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19810427628459704, "alpha_spy_stated": -0.2028794876517308, "alpha_c_stated": -0.2028794876517308, "price_path": [-0.3464, -0.3464, -0.3175, -0.3038, -0.2915, -0.3209, -0.3133, -0.3261, -0.328, -0.3137, -0.3095, -0.3251, -0.3251, -0.3597, -0.3488, -0.3389, -0.3464, -0.3517, -0.3389, -0.3692, -0.3555, -0.3469, -0.337, -0.2872, -0.2417, -0.2318, -0.2957, -0.2891, -0.2872, -0.2796, -0.3052, -0.3, -0.2161, -0.2, -0.1455, -0.1412, -0.1682, -0.2033, -0.1891, -0.1341, -0.0701, -0.1128, -0.1218, -0.155, -0.1261, -0.1583, -0.1668, -0.0896, -0.1123, -0.1024, -0.1431, -0.1521, -0.1578, -0.1578, -0.1867, -0.1526, -0.0924, -0.0398, -0.0294, -0.0303, -0.0095, 0.0005, 0.0, 0.0, -0.0156, 0.0028, 0.0019, -0.028, -0.0607, -0.0701, -0.0716, -0.0972, -0.0754, -0.0455, -0.0815, -0.0716, -0.1294, -0.1564, -0.1972, -0.2284, -0.2313, -0.2294, -0.2232, -0.2199, -0.1981, -0.2071, -0.2156, -0.2104, -0.1882, -0.1924, -0.1782, -0.1654, -0.1531, -0.1393, -0.1701, -0.2303, -0.2445, -0.2104, -0.1995, -0.2057, -0.2275, -0.2602, -0.2341, -0.1905, -0.154, -0.1502, -0.1872, -0.1919, -0.2218, -0.1957, -0.2047, -0.2336, -0.1735, -0.1412, -0.0682, -0.0645, -0.0645, -0.0531, -0.0374, -0.064, -0.0659, -0.081, -0.0981, -0.1085, -0.1, -0.0882, -0.0825, -0.1133, -0.1374, -0.1365, -0.1393, -0.1161, -0.0957, -0.0886, -0.0957, -0.0782, -0.0782, -0.0801, -0.082, -0.0493, -0.0825, -0.0825, -0.0578, 0.0, 0.0052, 0.0085, 0.0066, 0.1038, 0.0986, 0.0787, 0.0744, 0.1109, 0.1014, 0.1014, 0.045, 0.0057, 0.019, -0.0014, 0.0052, -0.0033, -0.0161, -0.0156, -0.1502, -0.1104, -0.0355, -0.0521, -0.09, -0.1052, -0.0706, -0.0403, -0.119, -0.1588, -0.1147, -0.1147, -0.1294, -0.1256, -0.1303, -0.1479, -0.19, -0.1607, -0.1787, -0.1578, -0.1379, -0.2043, -0.2213, -0.2118, -0.2578, -0.2915, -0.2611, -0.2654]}
{"unit_id": "reply:1960506974828663206", "ticker_idx": 0, "ts": "2025-08-27T00:57:41+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I own both eth directly and bmnr", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds live long positions in both ETH directly and BMNR.", "resolved_tickers": ["ETH-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": "@moteh_1989 @amitisinvesting This valuable is based on book value. There will be a premium on the market. I own both eth directly and bmnr", "reply_text": null, "parent_text": "@DeepValueBagger @amitisinvesting The premium needed to buy options is cheaper for $ETHA than $BMNR. Unless you want to sell covered calls on $BMNR, there's little reason to choose $ETHA over $BMNR !?", "quoted_text": null, "parent_author": "Morteza_Esteki", "ret_m1d": 0.021546795932624097, "ret_signed_m1d": 0.021546795932624097, "alpha_spy_m1d": 0.023820164358217433, "alpha_c_m1d": 0.023820164358217433, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.002273368425593336, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008404036496352241, "ret_signed_p1d": 0.0008404036496352241, "alpha_spy_p1d": -0.002700920483209357, "alpha_c_p1d": -0.002700920483209357, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.003541324132844581, "ret_p1w": -0.011769771252123418, "ret_signed_p1w": -0.011769771252123418, "alpha_spy_p1w": -0.007300432570331639, "alpha_c_p1w": -0.007300432570331639, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.004469338681791779, "ret_p1m": -0.14101791086560278, "ret_signed_p1m": -0.14101791086560278, "alpha_spy_p1m": -0.16150008141948347, "alpha_c_p1m": -0.16150008141948347, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": 0.020482170553880685, "ret_p3m": -0.3443358517975108, "ret_signed_p3m": -0.3443358517975108, "alpha_spy_p3m": -0.381380180811689, "alpha_c_p3m": -0.381380180811689, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": 0.0370443290141782, "ret_p6m": -0.5673926257209055, "ret_signed_p6m": -0.5673926257209055, "alpha_spy_p6m": -0.6319980515711688, "alpha_c_p6m": -0.6319980515711688, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": 0.0646054258502633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14101791086560278, "alpha_spy_stated": -0.16150008141948347, "alpha_c_stated": -0.16150008141948347, "price_path": [-0.4382, -0.4211, -0.4241, -0.4207, -0.4635, -0.4499, -0.4046, -0.3752, -0.3841, -0.4112, -0.4272, -0.4358, -0.4425, -0.4395, -0.4401, -0.4654, -0.4622, -0.4564, -0.4628, -0.4635, -0.4618, -0.4479, -0.4658, -0.429, -0.4247, -0.443, -0.4353, -0.4192, -0.3847, -0.3439, -0.3432, -0.3309, -0.3028, -0.2513, -0.228, -0.2119, -0.1643, -0.1675, -0.194, -0.1766, -0.1723, -0.159, -0.1576, -0.1544, -0.1791, -0.2254, -0.1742, -0.198, -0.182, -0.1308, -0.1096, -0.0614, 0.0194, 0.0562, 0.0099, -0.0141, -0.0424, -0.0955, -0.0375, -0.0622, 0.0728, -0.029, 0.0215, 0.0, 0.0008, -0.0318, -0.042, -0.0395, -0.0118, -0.0454, -0.0436, -0.0434, -0.0432, -0.0343, -0.0094, 0.047, 0.0052, 0.0, 0.0198, 0.0192, -0.0072, -0.0667, -0.075, -0.0777, -0.141, -0.1038, -0.0635, -0.0794, -0.0338, -0.0034, 0.0025, 0.0409, -0.0116, 0.0054, -0.0298, -0.1466, -0.0573, -0.0839, -0.1146, -0.1352, -0.149, -0.1161, -0.1391, -0.1544, -0.1438, -0.1263, -0.0851, -0.1157, -0.1332, -0.1552, -0.1457, -0.2001, -0.2689, -0.2394, -0.2645, -0.2372, -0.2076, -0.2416, -0.2421, -0.2822, -0.3108, -0.3284, -0.3065, -0.3287, -0.3712, -0.3859, -0.3443, -0.3432, -0.3277, -0.3306, -0.3267, -0.3782, -0.3343, -0.2913, -0.304, -0.3284, -0.306, -0.2625, -0.2616, -0.2812, -0.3151, -0.3418, -0.3418, -0.3713, -0.3722, -0.3387, -0.3325, -0.342, -0.3459, -0.3552, -0.3503, -0.3484, -0.3402, -0.3412, -0.3337, -0.3062, -0.2836, -0.2681, -0.2968, -0.3107, -0.3154, -0.3133, -0.2623, -0.2551, -0.2634, -0.2682, -0.2924, -0.3481, -0.3385, -0.345, -0.3442, -0.3502, -0.3289, -0.3324, -0.3742, -0.3999, -0.4794, -0.5054, -0.524, -0.5955, -0.5418, -0.5329, -0.5516, -0.5691, -0.5677, -0.5451, -0.5564, -0.5576, -0.5661, -0.5674]}
{"unit_id": "reply:1960506974828663206", "ticker_idx": 1, "ts": "2025-08-27T00:57:41+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own both eth directly and bmnr", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds live long positions in both ETH directly and BMNR.", "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": "reply_other", "lang": "en", "tweet_text": "@moteh_1989 @amitisinvesting This valuable is based on book value. There will be a premium on the market. I own both eth directly and bmnr", "reply_text": null, "parent_text": "@DeepValueBagger @amitisinvesting The premium needed to buy options is cheaper for $ETHA than $BMNR. Unless you want to sell covered calls on $BMNR, there's little reason to choose $ETHA over $BMNR !?", "quoted_text": null, "parent_author": "Morteza_Esteki", "ret_m1d": 0.08516187382102802, "ret_signed_m1d": 0.08516187382102802, "alpha_spy_m1d": 0.08743524224662136, "alpha_c_m1d": 0.08720723068087544, "bench_spy_m1d": -0.002273368425593336, "bench_c_m1d": -0.0020453568598474137, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009993413714478483, "ret_signed_p1d": -0.009993413714478483, "alpha_spy_p1d": -0.013534737847323064, "alpha_c_p1d": -0.011295037185422019, "bench_spy_p1d": 0.003541324132844581, "bench_c_p1d": 0.001301623470943536, "ret_p1w": -0.02541817110166711, "ret_signed_p1w": -0.02541817110166711, "alpha_spy_p1w": -0.02094883241987533, "alpha_c_p1w": -0.020211893314761253, "bench_spy_p1w": -0.004469338681791779, "bench_c_p1w": -0.005206277786905855, "ret_p1m": 0.07690642707895967, "ret_signed_p1m": 0.07690642707895967, "alpha_spy_p1m": 0.056424256525078986, "alpha_c_p1m": 0.07939766381070201, "bench_spy_p1m": 0.020482170553880685, "bench_c_p1m": -0.002491236731742341, "ret_p3m": -0.3243536300629738, "ret_signed_p3m": -0.3243536300629738, "alpha_spy_p3m": -0.361397959077152, "alpha_c_p3m": -0.29238670844282066, "bench_spy_p3m": 0.0370443290141782, "bench_c_p3m": -0.03196692162015313, "ret_p6m": -0.5662424059796343, "ret_signed_p6m": -0.5662424059796343, "alpha_spy_p6m": -0.6308478318298976, "alpha_c_p6m": -0.5425262068613527, "bench_spy_p6m": 0.0646054258502633, "bench_c_p6m": -0.0237161991182816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07690642707895967, "alpha_spy_stated": 0.056424256525078986, "alpha_c_stated": 0.07939766381070201, "price_path": [null, null, null, null, -0.8316, -0.8361, -0.8503, -0.8534, -0.8631, -0.8781, -0.8922, -0.8968, -0.8953, -0.8979, -0.8979, -0.8998, -0.9044, -0.904, -0.9051, -0.904, -0.9073, -0.2635, -0.0007, 0.2709, 1.9329, 1.9329, 1.335, 1.4223, 0.4495, -0.0004, -0.1175, -0.1088, -0.1319, -0.0267, -0.0897, -0.0799, -0.1403, -0.1238, -0.1419, -0.093, -0.1353, -0.2372, -0.3048, -0.2527, -0.2474, -0.3118, -0.3237, -0.2766, -0.1642, -0.1032, 0.1173, 0.2813, 0.3565, 0.3389, 0.3133, 0.2559, 0.192, 0.0815, 0.131, 0.0369, 0.1621, 0.0776, 0.0852, 0.0, -0.01, -0.0524, -0.0524, -0.0769, -0.0254, -0.0834, -0.0867, -0.0487, -0.0311, -0.0093, 0.0382, 0.1968, 0.1538, 0.2151, 0.2398, 0.3026, 0.3315, 0.197, 0.1838, 0.128, 0.0769, 0.0971, 0.1562, 0.1282, 0.1375, 0.2275, 0.2307, 0.3735, 0.2861, 0.3035, 0.2839, 0.1399, 0.2351, 0.1497, 0.1688, 0.1097, 0.083, 0.1688, 0.1264, 0.0434, 0.0687, 0.0952, 0.1668, 0.1414, 0.081, -0.0322, 0.0135, -0.0689, -0.1427, -0.1002, -0.1881, -0.126, -0.106, -0.1399, -0.1186, -0.2055, -0.2527, -0.3276, -0.2987, -0.3661, -0.4347, -0.4352, -0.3244, -0.3719, -0.3104, -0.3104, -0.2805, -0.3713, -0.3068, -0.2687, -0.2109, -0.26, -0.2211, -0.1479, -0.1221, -0.166, -0.2424, -0.3274, -0.3179, -0.3628, -0.3822, -0.3185, -0.3244, -0.3528, -0.3622, -0.3622, -0.3848, -0.3798, -0.3976, -0.41, -0.41, -0.3222, -0.2753, -0.2974, -0.3402, -0.3202, -0.3468, -0.3235, -0.3215, -0.2903, -0.3292, -0.3229, -0.3229, -0.3863, -0.3622, -0.372, -0.3741, -0.3959, -0.3626, -0.3561, -0.4198, -0.4545, -0.5045, -0.5143, -0.5589, -0.6219, -0.5552, -0.5339, -0.5665, -0.5769, -0.571, -0.5445, -0.5445, -0.5621, -0.5693, -0.5662]}
{"unit_id": "quote:1970095726093807862", "ticker_idx": 0, "ts": "2025-09-22T11:59:58+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GO BIG or GO HOME", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Fully loaded 10k shares in IREN; rolling CSPs to more aggressive strikes on strong Q1 revenue guidance and GPU deliveries.", "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 $41.50\nBig announcement: Q1 revenue guidance of $500m and more gpu deliveries.\n\nClosing 40 csp at $34 and $36 on market open and rolling to more aggressive like $40.\n\nGO BIG or GO HOME", "reply_text": null, "parent_text": null, "quoted_text": "$iren fully loaded\n\n8000 shares taxable\n2000 shares in roth\n10,000 shares total https://t.co/4vmmoZ1pqI", "parent_author": null, "ret_m1d": -0.07780434409332848, "ret_signed_m1d": -0.07780434409332848, "alpha_spy_m1d": -0.07309566402526113, "alpha_c_m1d": -0.0791376687509111, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.001333324657582624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0031026506773500495, "ret_signed_p1d": -0.0031026506773500495, "alpha_spy_p1d": 0.002340728187743779, "alpha_c_p1d": 0.0013418601858459223, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.004444510863195972, "ret_p1w": 0.09618135161183239, "ret_signed_p1w": 0.09618135161183239, "alpha_spy_p1w": 0.10092002503614061, "alpha_c_p1w": 0.09377390226898119, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.002407449342851198, "ret_p1m": 0.31730304736943404, "ret_signed_p1m": 0.31730304736943404, "alpha_spy_p1m": 0.3106297563239644, "alpha_c_p1m": 0.34082153004354265, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.02351848267410861, "ret_p3m": -0.14558477486094568, "ret_signed_p3m": -0.14558477486094568, "alpha_spy_p3m": -0.16002597602380197, "alpha_c_p3m": -0.15558481704797555, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.010000042187029878, "ret_p6m": 0.025298270166865144, "ret_signed_p6m": 0.025298270166865144, "alpha_spy_p6m": 0.016402425280321653, "alpha_c_p6m": 0.10431271822358401, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.07901444805671887, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31730304736943404, "alpha_spy_stated": 0.3106297563239644, "alpha_c_stated": 0.34082153004354265, "price_path": [-0.7167, -0.6871, -0.6659, -0.6523, -0.6365, -0.6263, -0.5986, -0.5986, -0.5955, -0.5969, -0.5952, -0.5936, -0.6126, -0.5876, -0.5971, -0.5869, -0.5692, -0.5718, -0.5668, -0.5563, -0.5468, -0.5671, -0.5771, -0.6043, -0.6232, -0.6148, -0.6155, -0.6325, -0.6067, -0.6074, -0.5628, -0.5568, -0.5597, -0.5711, -0.5745, -0.5768, -0.5446, -0.5301, -0.5058, -0.553, -0.5284, -0.5325, -0.4885, -0.4482, -0.4513, -0.4665, -0.4501, -0.368, -0.368, -0.3053, -0.3267, -0.3764, -0.3759, -0.3749, -0.2795, -0.1974, -0.216, -0.1895, -0.1136, -0.1301, -0.0955, -0.1332, -0.0778, 0.0, -0.0031, 0.1251, 0.1048, -0.001, 0.0962, 0.12, 0.1236, 0.1222, 0.2043, 0.3783, 0.4721, 0.4341, 0.5239, 0.4265, 0.5308, 0.6601, 0.6224, 0.4757, 0.4492, 0.4134, 0.3173, 0.237, 0.3332, 0.5012, 0.5511, 0.4897, 0.442, 0.3895, 0.4499, 0.6169, 0.5902, 0.8236, 0.5981, 0.4888, 0.436, 0.3695, 0.3294, 0.1611, 0.1067, 0.1315, 0.1659, 0.0938, 0.0375, 0.0086, 0.1573, 0.1329, 0.1563, 0.1563, 0.1411, 0.1573, -0.0186, 0.0492, 0.1086, 0.0671, 0.106, 0.1179, 0.0482, 0.0487, -0.0422, -0.1532, -0.1267, -0.1938, -0.1456, -0.0473, 0.0033, 0.0041, 0.0019, 0.0019, -0.0382, -0.0594, -0.0859, -0.0986, -0.0986, 0.0191, 0.1513, 0.0957, 0.0412, 0.0902, 0.0986, 0.2012, 0.2647, 0.2621, 0.2384, 0.38, 0.38, 0.295, 0.2764, 0.2473, 0.3527, 0.2496, 0.4317, 0.5021, 0.4282, 0.2826, 0.2668, 0.2981, 0.0726, -0.0504, -0.0017, 0.1014, 0.0246, 0.0184, -0.0446, 0.0076, 0.0076, -0.0222, 0.0043, 0.0332, -0.0458, 0.011, 0.0847, 0.0508, 0.0558, -0.0227, -0.0122, -0.0728, 0.0463, -0.0424, -0.1241, -0.073, -0.0902, 0.0019, -0.0126, -0.0076, 0.0726, 0.0253]}
{"unit_id": "reply:1940537954885423376", "ticker_idx": 0, "ts": "2025-07-02T22:27:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hims is a platform where it can scale and operate at better margins", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HIMS on scalable platform with margin expansion; bearish on health insurance sector facing cost pressures.", "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": "reply_other", "lang": "en", "tweet_text": "@Aditya10385 Hims is a platform where it can scale and operate at better margins.\n\nHealth insurance is a losing battle with rising labor costs, legal/liability, and low cost pressure from consumer.", "reply_text": null, "parent_text": "@DeepValueBagger Don’t you have hims?", "quoted_text": null, "parent_author": "AdityaInvests90", "ret_m1d": -0.010837858747912654, "ret_signed_m1d": -0.010837858747912654, "alpha_spy_m1d": -0.0030180892376913127, "alpha_c_m1d": -0.0030180892376913127, "bench_spy_m1d": -0.007819769510221342, "bench_c_m1d": -0.007819769510221342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04772823962850348, "ret_signed_p1w": 0.04772823962850348, "alpha_spy_p1w": 0.04696057194778658, "alpha_c_p1w": 0.04696057194778658, "bench_spy_p1w": 0.0007676676807168992, "bench_c_p1w": 0.0007676676807168992, "ret_p1m": 0.3036681916180177, "ret_signed_p1m": 0.3036681916180177, "alpha_spy_p1m": 0.30945722896037764, "alpha_c_p1m": 0.30945722896037764, "bench_spy_p1m": -0.005789037342359915, "bench_c_p1m": -0.005789037342359915, "ret_p3m": 0.1821592697343204, "ret_signed_p3m": 0.1821592697343204, "alpha_spy_p3m": 0.11389733982428418, "alpha_c_p3m": 0.11389733982428418, "bench_spy_p3m": 0.06826192991003621, "bench_c_p3m": 0.06826192991003621, "ret_p6m": -0.2849103438800942, "ret_signed_p6m": -0.2849103438800942, "alpha_spy_p6m": -0.395137218841052, "alpha_c_p6m": -0.395137218841052, "bench_spy_p6m": 0.11022687496095784, "bench_c_p6m": 0.11022687496095784, "ret_p1y": -0.3009587070545424, "ret_signed_p1y": -0.3009587070545424, "alpha_spy_p1y": -0.504524853531536, "alpha_c_p1y": -0.504524853531536, "bench_spy_p1y": 0.20356614647699356, "bench_c_p1y": 0.20356614647699356, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3036681916180177, "alpha_spy_stated": 0.30945722896037764, "alpha_c_stated": 0.30945722896037764, "price_path": [-0.4212, -0.456, -0.3854, -0.4412, -0.4325, -0.41, -0.386, -0.4383, -0.4325, -0.4325, -0.4614, -0.4717, -0.4433, -0.4135, -0.4145, -0.4064, -0.2697, -0.3101, -0.2464, -0.1492, -0.1271, 0.0311, 0.0911, 0.0713, 0.083, 0.1507, 0.3339, 0.2739, 0.2209, 0.3474, 0.2993, 0.2757, 0.2088, 0.1155, 0.1428, 0.1428, 0.1121, 0.1117, 0.0921, 0.1788, 0.1832, 0.1407, 0.1173, 0.0998, 0.174, 0.1851, 0.1515, 0.1997, 0.1911, 0.1563, 0.2459, 0.2347, 0.2728, 0.2728, 0.3385, -0.1251, -0.1048, -0.1369, -0.0354, 0.0298, 0.039, -0.0004, -0.0108, 0.0, 0.0, 0.0092, 0.0204, 0.0679, 0.0477, -0.0019, 0.0844, 0.0517, 0.0807, 0.0419, 0.05, -0.0079, 0.0423, 0.2093, 0.1947, 0.2015, 0.223, 0.2561, 0.3658, 0.3793, 0.3037, 0.3203, 0.1571, 0.0657, 0.064, 0.0825, 0.0417, -0.0004, 0.0073, -0.0177, -0.0409, -0.06, -0.1209, -0.0959, -0.0838, -0.0711, -0.104, -0.0548, -0.0827, -0.0805, -0.1173, -0.1173, -0.1344, -0.0734, 0.0027, 0.009, 0.0346, -0.004, -0.0042, 0.0788, 0.1567, 0.1246, 0.0607, 0.0494, 0.1713, 0.2051, 0.2026, 0.1672, 0.1098, 0.1436, 0.2172, 0.2322, 0.1822, 0.1736, 0.2061, 0.095, 0.1413, 0.2082, 0.2124, 0.214, 0.1244, 0.1407, 0.1259, 0.308, 0.2328, 0.0375, 0.0704, 0.0288, -0.0108, 0.0106, 0.0167, 0.0052, -0.0179, -0.0281, -0.0817, -0.0525, -0.0748, -0.1082, -0.0886, -0.1346, -0.1449, -0.1444, -0.1715, -0.1867, -0.2486, -0.2293, -0.2584, -0.2443, -0.2532, -0.2993, -0.2766, -0.2126, -0.227, -0.1997, -0.1997, -0.1713, -0.2182, -0.2432, -0.2274, -0.1659, -0.183, -0.1847, -0.1701, -0.2105, -0.2128, -0.2245, -0.2445, -0.2318, -0.2712, -0.2753, -0.2589, -0.2695, -0.2747, -0.2774, -0.2774, -0.2849]}
{"unit_id": "thread:1955979449628868654", "ticker_idx": 0, "ts": "2025-08-14T13:06:55+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is a platform company that relies on launching new products to be scale revenue and be successful. Sometimes it will have a flop, that's part of the game.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HIMS: product flops are normal for platform companies; frames setbacks as survivable using Amazon's flop-to-AWS trajectory as analogy.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS is a platform company that relies on launching new products to be scale revenue and be successful. Sometimes it will have a flop, that's part of the game. \n\nFor comparison, Amazon had some major flops. Due to survival bias, we tend to not remember them.\n\nFire Phone (2014): Smartphone with 3D features and object scanning; failed due to high cost, limited apps, and competition from iPhone/Android. Discontinued in 2015 with $170M losses.\n\nDestinations (2015): Travel booking site for hotels and experiences; shut down after 6 months from low adoption and failure to stand out against Expedia/Booking.com.\n\nAmazon Local (2011): Daily deals platform like Groupon; ended in 2015 as the trend faded and profitability dropped amid competition.\n\nDash Buttons (2015): Physical buttons for reordering items; became obsolete with Alexa and virtual options, discontinued in 2019.\n\nAmazon Wallet (2014): Mobile app for gift/loyalty cards; lasted 6 months due to no debit/credit support, losing to Apple Pay/Google Wallet.\n\nMusic Importer (2012): Tool for uploading music to cloud; overshadowed by Prime Music and rendered redundant.\n\nAmazon Auctions (1999): eBay rival for online auctions; closed in 2000 from low user/seller traction and shift to fixed-price sales.\n\nEndless (2007): Site for shoes/accessories; merged into main Amazon in 2012 as fashion expanded.\n\n---\n\nWho would have thought AWS / Cloud would have done well?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02546150510807621, "ret_signed_m1d": 0.02546150510807621, "alpha_spy_m1d": 0.025554414344077125, "alpha_c_m1d": 0.025554414344077125, "bench_spy_m1d": -9.290923600091539e-05, "bench_c_m1d": -9.290923600091539e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02355189020147319, "ret_signed_p1d": -0.02355189020147319, "alpha_spy_p1d": -0.0212106922751385, "alpha_c_p1d": -0.0212106922751385, "bench_spy_p1d": -0.0023411979263346927, "bench_c_p1d": -0.0023411979263346927, "ret_p1w": -0.06726080865266881, "ret_signed_p1w": -0.06726080865266881, "alpha_spy_p1w": -0.05268601910978987, "alpha_c_p1w": -0.05268601910978987, "bench_spy_p1w": -0.014574789542878941, "bench_c_p1w": -0.014574789542878941, "ret_p1m": 0.17759386255450993, "ret_signed_p1m": 0.17759386255450993, "alpha_spy_p1m": 0.15827457819483737, "alpha_c_p1m": 0.15827457819483737, "bench_spy_p1m": 0.01931928435967256, "bench_c_p1m": 0.01931928435967256, "ret_p3m": -0.15658817952176984, "ret_signed_p3m": -0.15658817952176984, "alpha_spy_p3m": -0.21852094040918213, "alpha_c_p3m": -0.21852094040918213, "bench_spy_p3m": 0.061932760887412286, "bench_c_p3m": 0.061932760887412286, "ret_p6m": -0.5115637611700088, "ret_signed_p6m": -0.5115637611700088, "alpha_spy_p6m": -0.5885171037017711, "alpha_c_p6m": -0.5885171037017711, "bench_spy_p6m": 0.07695334253176234, "bench_c_p6m": 0.07695334253176234, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17759386255450993, "alpha_spy_stated": 0.15827457819483737, "alpha_c_stated": 0.15827457819483737, "price_path": [0.3227, 0.2987, 0.2306, 0.1356, 0.1634, 0.1634, 0.1322, 0.1318, 0.1118, 0.2001, 0.2045, 0.1613, 0.1375, 0.1197, 0.1952, 0.2065, 0.1723, 0.2213, 0.2126, 0.1772, 0.2684, 0.2569, 0.2958, 0.2958, 0.3626, -0.1093, -0.0887, -0.1214, -0.018, 0.0484, 0.0577, 0.0176, 0.007, 0.018, 0.018, 0.0274, 0.0388, 0.0872, 0.0666, 0.0161, 0.104, 0.0707, 0.1001, 0.0607, 0.069, 0.01, 0.0611, 0.2311, 0.2162, 0.2232, 0.2451, 0.2788, 0.3904, 0.4042, 0.3272, 0.3442, 0.178, 0.0849, 0.0832, 0.1021, 0.0605, 0.0176, 0.0255, 0.0, -0.0236, -0.0431, -0.105, -0.0796, -0.0673, -0.0543, -0.0878, -0.0378, -0.0662, -0.0639, -0.1014, -0.1014, -0.1188, -0.0567, 0.0208, 0.0272, 0.0533, 0.014, 0.0138, 0.0982, 0.1776, 0.1449, 0.0798, 0.0683, 0.1924, 0.2268, 0.2243, 0.1882, 0.1299, 0.1642, 0.2391, 0.2544, 0.2035, 0.1948, 0.2279, 0.1148, 0.1619, 0.23, 0.2342, 0.2359, 0.1447, 0.1613, 0.1462, 0.3316, 0.255, 0.0562, 0.0898, 0.0473, 0.007, 0.0289, 0.035, 0.0233, -0.0002, -0.0106, -0.0651, -0.0354, -0.0581, -0.0921, -0.0721, -0.119, -0.1294, -0.129, -0.1566, -0.1721, -0.2351, -0.2154, -0.2451, -0.2306, -0.2398, -0.2867, -0.2635, -0.1984, -0.213, -0.1852, -0.1852, -0.1564, -0.2041, -0.2296, -0.2135, -0.1509, -0.1683, -0.17, -0.1551, -0.1963, -0.1986, -0.2105, -0.2309, -0.2179, -0.258, -0.2623, -0.2455, -0.2563, -0.2616, -0.2644, -0.2644, -0.272, -0.2765, -0.299, -0.3111, -0.3111, -0.2911, -0.2635, -0.2476, -0.2476, -0.2813, -0.3276, -0.3138, -0.3168, -0.3355, -0.3374, -0.3342, -0.3342, -0.3535, -0.387, -0.3524, -0.3715, -0.3575, -0.3703, -0.3917, -0.3662, -0.4252, -0.439, -0.4581, -0.4823, -0.5018, -0.5116]}
{"unit_id": "reply:1968697337737339378", "ticker_idx": 0, "ts": "2025-09-18T15:23:16+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$60, then i'll make $500k out of this - one for the record books", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding INTC with a $60 target; expects to profit $500k from the position.", "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": "reply_other", "lang": "en", "tweet_text": "@jiahanjimliu thank you. $60, then i'll make $500k out of this - one for the record books.", "reply_text": null, "parent_text": "@DeepValueBagger Important thing is that $INTC is going up. Possibly 40-60 range. Great job on the calls!", "quoted_text": null, "parent_author": "jiahanjimliu", "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.1808251923465105, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.037337552160451204, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547663198815528, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.20466636946661376, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.19255486588470672, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.49143844626178845, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21066400690214393, "alpha_spy_stated": 0.20466636946661376, "alpha_c_stated": 0.12907909326036093, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "thread:1948063495792087046", "ticker_idx": 0, "ts": "2025-07-23T16:51:45+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is setting up for a short squeeze", "tweet_type": "prediction", "timeline": "weeks", "summary": "HIMS setting up for a short squeeze; high WSB mentions, 35% short interest, 52% dark pool short volume, with earnings catalyst Aug 4.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$HIMS is setting up for a short squeeze\n\n&gt; WallStreetBets 1000% increase in mentions (last 24h)\n&gt; Short interest 35.12 (1 day to cover)\n&gt; 52% short volume in dark pools.\n\nA good catalyst to push the price over, and we're going some crazy moves. https://t.co/hJidCeka9S\n\n---\n\n$HIMS Earnings on Aug 4 (1.5 weeks away)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1380558785424596, "ret_signed_m1d": -0.1380558785424596, "alpha_spy_m1d": -0.12962016879182647, "alpha_c_m1d": -0.12962016879182647, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.008435709750633125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012064818293978208, "ret_signed_p1d": -0.012064818293978208, "alpha_spy_p1d": -0.01239584794506876, "alpha_c_p1d": -0.01239584794506876, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": 0.00033102965109055305, "ret_p1w": 0.12943809483421487, "ret_signed_p1w": 0.12943809483421487, "alpha_spy_p1w": 0.1290440119162497, "alpha_c_p1w": 0.1290440119162497, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": 0.00039408291796516615, "ret_p1m": -0.242330252712186, "ret_signed_p1m": -0.242330252712186, "alpha_spy_p1m": -0.2444430236745998, "alpha_c_p1m": -0.2444430236745998, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.0021127709624138014, "ret_p3m": -0.11478800060093641, "ret_signed_p3m": -0.11478800060093641, "alpha_spy_p3m": -0.17620470436491475, "alpha_c_p3m": -0.17620470436491475, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.06141670376397834, "ret_p6m": -0.4617373440910162, "ret_signed_p6m": -0.4617373440910162, "alpha_spy_p6m": -0.5594972502895512, "alpha_c_p6m": -0.5594972502895512, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.09775990619853503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.242330252712186, "alpha_spy_stated": -0.2444430236745998, "alpha_c_stated": -0.2444430236745998, "price_path": [-0.5159, -0.5091, -0.3961, -0.4295, -0.3768, -0.2964, -0.2782, -0.1474, -0.0977, -0.1141, -0.1044, -0.0484, 0.1031, 0.0534, 0.0097, 0.1143, 0.0745, 0.055, -0.0003, -0.0776, -0.055, -0.055, -0.0803, -0.0807, -0.0969, -0.0252, -0.0215, -0.0567, -0.076, -0.0905, -0.0291, -0.02, -0.0477, -0.0079, -0.015, -0.0438, 0.0303, 0.021, 0.0526, 0.0526, 0.1069, -0.2765, -0.2597, -0.2863, -0.2023, -0.1484, -0.1408, -0.1734, -0.182, -0.173, -0.173, -0.1655, -0.1562, -0.1169, -0.1336, -0.1746, -0.1032, -0.1303, -0.1063, -0.1384, -0.1317, -0.1796, -0.1381, 0.0, -0.0121, -0.0064, 0.0114, 0.0388, 0.1294, 0.1406, 0.0781, 0.0919, -0.0431, -0.1188, -0.1201, -0.1048, -0.1386, -0.1734, -0.167, -0.1877, -0.2068, -0.2227, -0.273, -0.2523, -0.2423, -0.2318, -0.259, -0.2184, -0.2415, -0.2396, -0.2701, -0.2701, -0.2842, -0.2337, -0.1708, -0.1656, -0.1444, -0.1763, -0.1765, -0.1079, -0.0434, -0.07, -0.1229, -0.1322, -0.0314, -0.0034, -0.0055, -0.0348, -0.0822, -0.0543, 0.0065, 0.019, -0.0224, -0.0295, -0.0026, -0.0945, -0.0562, -0.0009, 0.0026, 0.004, -0.0701, -0.0567, -0.0689, 0.0817, 0.0195, -0.142, -0.1148, -0.1493, -0.182, -0.1643, -0.1593, -0.1687, -0.1879, -0.1963, -0.2406, -0.2165, -0.2349, -0.2625, -0.2463, -0.2844, -0.2928, -0.2925, -0.3149, -0.3275, -0.3787, -0.3626, -0.3868, -0.375, -0.3825, -0.4205, -0.4018, -0.3488, -0.3607, -0.3382, -0.3382, -0.3147, -0.3535, -0.3742, -0.3611, -0.3102, -0.3244, -0.3257, -0.3137, -0.3471, -0.349, -0.3587, -0.3752, -0.3647, -0.3973, -0.4007, -0.3871, -0.3959, -0.4002, -0.4024, -0.4024, -0.4087, -0.4123, -0.4305, -0.4404, -0.4404, -0.4242, -0.4018, -0.3888, -0.3888, -0.4162, -0.4538, -0.4426, -0.445, -0.4602, -0.4617]}
{"unit_id": "reply:1961078912944910493", "ticker_idx": 0, "ts": "2025-08-28T14:50:22+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "looks like sell the news event", "tweet_type": "prediction", "timeline": "intraday", "summary": "Bearish RKLB on LC-3 ribbon cutting; expects sell-the-news reaction.", "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": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio great day. looks like sell the news event.", "reply_text": null, "parent_text": "$RKLB ribbon cutting underway for LC-3 https://t.co/tvADZu71WH", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": -0.03464829581922391, "ret_signed_m1d": 0.03464829581922391, "alpha_spy_m1d": 0.031119468408051132, "alpha_c_m1d": 0.032888378377182836, "bench_spy_m1d": -0.0035288274111727747, "bench_c_m1d": -0.0017599174420410701, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014401975138938594, "ret_signed_p1d": -0.014401975138938594, "alpha_spy_p1d": -0.020365614531900778, "alpha_c_p1d": -0.023592431248692924, "bench_spy_p1d": -0.005963639392962183, "bench_c_p1d": -0.00919045610975433, "ret_p1w": -0.10269251063692231, "ret_signed_p1w": 0.10269251063692231, "alpha_spy_p1w": 0.10300072551927908, "alpha_c_p1w": 0.09011277791468764, "bench_spy_p1w": 0.0003082148823567721, "bench_c_p1w": -0.012579732722234671, "ret_p1m": -0.03443960616017472, "ret_signed_p1m": 0.03443960616017472, "alpha_spy_p1m": 0.057146417537897176, "alpha_c_p1m": 0.03307327758167422, "bench_spy_p1m": 0.022706811377722458, "bench_c_p1m": -0.0013663285785004975, "ret_p3m": -0.11083284053856746, "ret_signed_p3m": 0.11083284053856746, "alpha_spy_p3m": 0.15393746689055, "alpha_c_p3m": 0.10514690692301598, "bench_spy_p3m": 0.04310462635198253, "bench_c_p3m": -0.005685933615551475, "ret_p6m": 0.4790231858908911, "ret_signed_p6m": -0.4790231858908911, "alpha_spy_p6m": -0.41050267153246156, "alpha_c_p6m": -0.3150826954793686, "bench_spy_p6m": 0.06852051435842954, "bench_c_p6m": 0.16394049041152248, "ret_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": -0.014401975138938594, "alpha_spy_stated": -0.020365614531900778, "alpha_c_stated": -0.023592431248692924, "price_path": [-0.4448, -0.4423, -0.4383, -0.4479, -0.3964, -0.3813, -0.4329, -0.4289, -0.449, -0.4696, -0.4458, -0.4485, -0.4187, -0.4187, -0.373, -0.3158, -0.3016, -0.3248, -0.2457, -0.2615, -0.2534, -0.2834, -0.2553, -0.2557, -0.2557, -0.1885, -0.1914, -0.1831, -0.1839, -0.1853, -0.0981, -0.0691, -0.0046, 0.0714, 0.0726, -0.015, -0.0215, 0.0259, 0.0046, -0.01, -0.0584, -0.086, -0.0307, -0.0415, -0.0647, -0.0703, -0.066, -0.0795, -0.0772, -0.0672, -0.0603, -0.0935, -0.1025, -0.1064, -0.076, -0.0614, -0.1459, -0.1507, -0.1332, -0.0737, -0.0144, 0.0046, -0.0346, 0.0, 0.0144, 0.0144, 0.0292, -0.0914, -0.1027, -0.0432, -0.0038, -0.0184, -0.0363, 0.0109, 0.1133, 0.1279, -0.0139, 0.0035, -0.0152, -0.0025, 0.0397, 0.1044, 0.0163, -0.0267, -0.0344, -0.0188, 0.0, 0.0013, 0.0952, 0.1722, 0.221, 0.2839, 0.3632, 0.3863, 0.3413, 0.3655, 0.42, 0.4458, 0.3985, 0.3832, 0.4058, 0.3651, 0.2641, 0.3269, 0.3475, 0.3697, 0.3306, 0.3809, 0.2716, 0.3145, 0.2803, 0.1808, 0.1776, 0.0355, 0.0779, 0.0833, 0.0695, 0.043, -0.0555, -0.0495, -0.096, -0.1071, -0.0895, -0.176, -0.1588, -0.114, -0.1108, -0.1248, -0.1248, -0.1204, -0.1574, -0.1254, -0.0666, 0.0305, 0.0239, 0.0762, 0.1152, 0.2006, 0.326, 0.2834, 0.1565, 0.1582, 0.1263, 0.2507, 0.4719, 0.6187, 0.6109, 0.6109, 0.6109, 0.4746, 0.4636, 0.4705, 0.4561, 0.4561, 0.5861, 0.631, 0.7957, 0.755, 0.7341, 0.771, 0.8347, 0.8071, 0.9161, 0.8944, 1.01, 1.01, 0.861, 0.833, 0.8364, 0.8556, 0.6798, 0.8159, 0.8487, 0.7884, 0.6713, 0.5477, 0.6963, 0.526, 0.3843, 0.5095, 0.583, 0.5034, 0.4531, 0.3778, 0.4076, 0.4076, 0.4588, 0.5533, 0.5984, 0.479]}
{"unit_id": "reply:1957867177148837961", "ticker_idx": 0, "ts": "2025-08-19T18:08:05+00:00", "symbol": "ENPH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It goes down forever. consumer getting squeezed so much that they can't afford solar panel systems. Until interest rates cut, i don't see it going up.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish ENPH: consumers too squeezed to buy solar; won't recover until rate cuts.", "resolved_tickers": ["ENPH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PaperBozz how are you making money on this thing. It goes down forever. consumer getting squeezed so much that they can't afford solar panel systems. Until interest rates cut, i don't see it going up.", "reply_text": null, "parent_text": "$ENPH is up on a red day. That tells you how washed out and oversold it was. POW POW can STILL kill it with his speech though. https://t.co/BHVWBxvLFx", "quoted_text": null, "parent_author": "PaperBozz", "ret_m1d": -0.012696635116884236, "ret_signed_m1d": 0.012696635116884236, "alpha_spy_m1d": 0.01815142538611103, "alpha_c_m1d": 0.01815142538611103, "bench_spy_m1d": 0.005454790269226795, "bench_c_m1d": 0.005454790269226795, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015180768534632905, "ret_signed_p1d": 0.015180768534632905, "alpha_spy_p1d": 0.012523783926181031, "alpha_c_p1d": 0.012523783926181031, "bench_spy_p1d": -0.0026569846084518733, "bench_c_p1d": -0.0026569846084518733, "ret_p1w": 0.047750470993507044, "ret_signed_p1w": -0.047750470993507044, "alpha_spy_p1w": -0.03938849761601637, "alpha_c_p1w": -0.03938849761601637, "bench_spy_p1w": 0.008361973377490672, "bench_c_p1w": 0.008361973377490672, "ret_p1m": 0.06872762103030094, "ret_signed_p1m": -0.06872762103030094, "alpha_spy_p1m": -0.03845292738360673, "alpha_c_p1m": -0.03845292738360673, "bench_spy_p1m": 0.030274693646694217, "bench_c_p1m": 0.030274693646694217, "ret_p3m": -0.2083908178982692, "ret_signed_p3m": 0.2083908178982692, "alpha_spy_p3m": 0.2615050465345581, "alpha_c_p3m": 0.2615050465345581, "bench_spy_p3m": 0.053114228636288896, "bench_c_p3m": 0.053114228636288896, "ret_p6m": 0.3312172274805194, "ret_signed_p6m": -0.3312172274805194, "alpha_spy_p6m": -0.24350548470232458, "alpha_c_p6m": -0.24350548470232458, "bench_spy_p6m": 0.08771174277819482, "bench_c_p6m": 0.08771174277819482, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06872762103030094, "alpha_spy_stated": -0.03845292738360673, "alpha_c_stated": -0.03845292738360673, "price_path": [0.0491, 0.0941, 0.0941, 0.1101, 0.0754, 0.0831, 0.1424, 0.1405, 0.2076, 0.1913, 0.1399, 0.1366, 0.194, 0.2443, 0.2498, 0.2338, 0.2586, 0.2677, -0.0362, 0.0041, 0.0041, -0.0105, -0.0461, 0.0593, 0.0519, 0.1869, 0.1283, 0.0944, 0.1292, 0.1308, 0.175, 0.175, 0.172, 0.13, 0.1827, 0.186, 0.1554, 0.1587, 0.111, 0.0773, 0.0693, 0.0925, 0.0947, 0.1731, 0.0069, -0.0196, -0.0226, -0.0353, -0.0759, -0.0781, -0.1068, -0.1325, -0.1253, -0.1192, -0.1689, -0.1226, -0.1046, -0.101, -0.0737, -0.0555, -0.1107, -0.0384, -0.0127, 0.0, -0.0152, -0.0455, 0.0538, 0.0552, 0.0478, 0.0367, 0.0373, 0.0406, 0.0406, 0.0207, 0.0235, 0.008, 0.0944, 0.0712, 0.0472, 0.0246, 0.0301, 0.0386, 0.0483, 0.0762, 0.0687, 0.061, 0.0604, 0.1179, 0.0312, 0.0486, 0.0235, 0.0075, -0.0041, -0.0232, 0.0215, 0.0417, 0.0157, 0.0257, 0.0011, -0.0055, 0.0132, -0.0541, -0.0389, 0.0058, 0.0362, 0.0367, 0.0091, 0.0373, 0.0237, -0.0041, -0.0163, 0.0, 0.016, 0.013, -0.1405, -0.1684, -0.1579, -0.1855, -0.1993, -0.1112, -0.1397, -0.1659, -0.0936, -0.1488, -0.1524, -0.202, -0.2084, -0.2401, -0.2382, -0.2578, -0.2791, -0.2567, -0.2608, -0.2352, -0.2321, -0.2321, -0.2037, -0.2112, -0.1962, -0.1888, -0.151, -0.1375, -0.1377, -0.1292, -0.0949, -0.0889, -0.1118, -0.1341, -0.1206, -0.1275, -0.0903, -0.0823, -0.0754, -0.1107, -0.0933, -0.0933, -0.0892, -0.0856, -0.1115, -0.1154, -0.1154, -0.0685, -0.0616, -0.0409, -0.0425, -0.0221, -0.0279, 0.0124, 0.0039, -0.0028, -0.024, -0.0345, -0.0345, -0.0472, -0.0072, 0.1173, 0.0892, 0.088, 0.1021, 0.117, 0.0558, 0.0207, 0.0066, 0.029, 0.4262, 0.3047, 0.3746, 0.3884, 0.387, 0.3312]}
{"unit_id": "quote:1956082705936081253", "ticker_idx": 0, "ts": "2025-08-14T19:57:14+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My dark horse rises. $INTC $30 Call exp 12/18/2026", "tweet_type": "prediction", "timeline": "years", "summary": "Long INTC via $30 call expiring Dec 2026; bullish dark-horse thesis.", "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": "My dark horse rises. $INTC\n\n$30 Call exp 12/18/2026", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06873433591973854, "ret_signed_m1d": -0.06873433591973854, "alpha_spy_m1d": -0.06864142668373763, "alpha_c_m1d": -0.06661461648598932, "bench_spy_m1d": -9.290923600091539e-05, "bench_c_m1d": -0.002119719433749223, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02933775514184722, "ret_signed_p1d": 0.02933775514184722, "alpha_spy_p1d": 0.031678953068181914, "alpha_c_p1d": 0.050104840905821235, "bench_spy_p1d": -0.0023411979263346927, "bench_c_p1d": -0.020767085763974014, "ret_p1w": -0.015088038606142273, "ret_signed_p1w": -0.015088038606142273, "alpha_spy_p1w": -0.0005132490632633324, "alpha_c_p1w": 0.03280549400880228, "bench_spy_p1w": -0.014574789542878941, "bench_c_p1w": -0.047893532614944556, "ret_p1m": 0.009220423626437269, "ret_signed_p1m": 0.009220423626437269, "alpha_spy_p1m": -0.010098860733235293, "alpha_c_p1m": 0.0012712222676916074, "bench_spy_p1m": 0.01931928435967256, "bench_c_p1m": 0.007949201358745661, "ret_p3m": 0.5875943042382468, "ret_signed_p3m": 0.5875943042382468, "alpha_spy_p3m": 0.5256615433508345, "alpha_c_p3m": 0.424869082781, "bench_spy_p3m": 0.061932760887412286, "bench_c_p3m": 0.16272522145724677, "ret_p6m": 1.1202849479659958, "ret_signed_p6m": 1.1202849479659958, "alpha_spy_p6m": 1.0433316054342334, "alpha_c_p6m": 0.7858262551188777, "bench_spy_p6m": 0.07695334253176234, "bench_c_p6m": 0.33445869284711804, "ret_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": [-0.1039, -0.1085, -0.1329, -0.1387, -0.1597, -0.1597, -0.1387, -0.1463, -0.1513, -0.1806, -0.1727, -0.1496, -0.1513, -0.1622, -0.1593, -0.1417, -0.0746, -0.1333, -0.1295, -0.1559, -0.1308, -0.1282, -0.0993, -0.0993, -0.1165, -0.1119, -0.0549, -0.0696, -0.057, -0.049, -0.0612, -0.0423, -0.083, -0.0574, -0.0574, -0.078, -0.0113, -0.0176, -0.0017, -0.018, -0.0235, -0.0394, -0.049, -0.0444, -0.0319, -0.0251, -0.026, -0.0155, -0.0516, -0.1324, -0.1333, -0.1446, -0.1475, -0.1702, -0.1907, -0.1827, -0.1538, -0.1446, -0.1714, -0.1639, -0.1345, -0.0859, -0.0687, 0.0, 0.0293, -0.0084, 0.0608, -0.0134, -0.0151, 0.0394, 0.0289, 0.0205, 0.0415, 0.0448, 0.0205, 0.0205, 0.0147, 0.0059, 0.0314, 0.0264, 0.026, 0.0243, 0.0381, 0.0314, 0.0092, 0.0381, 0.0591, 0.0436, 0.2812, 0.2397, 0.2054, 0.2297, 0.3085, 0.4246, 0.4878, 0.4451, 0.4061, 0.5063, 0.5633, 0.5436, 0.5335, 0.5578, 0.5687, 0.5842, 0.5243, 0.5599, 0.4933, 0.557, 0.544, 0.5511, 0.5968, 0.5977, 0.5474, 0.5993, 0.6044, 0.6572, 0.7406, 0.7326, 0.6832, 0.676, 0.6555, 0.552, 0.6085, 0.5608, 0.5981, 0.6115, 0.5876, 0.588, 0.505, 0.4887, 0.4547, 0.4388, 0.4715, 0.4091, 0.4459, 0.5, 0.5017, 0.5427, 0.5427, 0.6999, 0.6769, 0.8219, 0.834, 0.6974, 0.7355, 0.689, 0.6974, 0.7091, 0.6559, 0.5847, 0.5721, 0.5637, 0.5109, 0.5205, 0.5432, 0.5243, 0.5235, 0.5155, 0.5155, 0.5172, 0.5373, 0.5633, 0.5465, 0.5465, 0.6505, 0.65, 0.6781, 0.7867, 0.723, 0.9091, 0.8466, 0.982, 1.0419, 1.0251, 0.9681, 0.9681, 1.0352, 1.2737, 1.2766, 0.8889, 0.7808, 0.8412, 1.0444, 1.0394, 0.9476, 1.0457, 1.0641, 1.0369, 1.0218, 1.1203]}
{"unit_id": "reply:1959775621506339029", "ticker_idx": 0, "ts": "2025-08-25T00:31:33+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With lending cycle coming back, it could be a big win esp with depressed valuation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKT on lending cycle recovery and depressed valuation, with Redfin as additional optionality.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RKLBMan I'm looking at $RKT as you mentioned before. It's interesting. Too bad it took a big run lately.  \n\nWith lending cycle coming back, it could be a big win esp with depressed valuation.  Not sure how long we see Redfin return value, but that's big.", "reply_text": null, "parent_text": "Since a couple people have asked.... Sharing my primary portfolio by weight.  Of course NFA.\n- $RKLB 35% \n- $NVDA 20%\n- $SOFI 8%\n- $ASTS 7.5%\n- $HIMS 7%\n- $META 6%\n- $NBIS 5.5%\n- $MELI 4%\n- $UBER 4%\n- $RIVN 1.5%\n\nWatchlist: $TEM, $RKT, $KTOS.\n\nAlso own $VOO, $TEM, $HOOD, and $QS", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.025627312011082815, "ret_signed_m1d": 0.025627312011082815, "alpha_spy_m1d": 0.02120674090042085, "alpha_c_m1d": 0.02120674090042085, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011212012651027337, "ret_signed_p1d": 0.011212012651027337, "alpha_spy_p1d": 0.007024947436893525, "alpha_c_p1d": 0.007024947436893525, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.05125462402216552, "ret_signed_p1w": -0.05125462402216552, "alpha_spy_p1w": -0.05527052201802973, "alpha_c_p1w": -0.05527052201802973, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": 0.04751742225033739, "ret_signed_p1m": 0.04751742225033739, "alpha_spy_p1m": 0.012373584154931061, "alpha_c_p1m": 0.012373584154931061, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.13667909922632726, "ret_signed_p3m": -0.13667909922632726, "alpha_spy_p3m": -0.15515344028056355, "alpha_c_p3m": -0.15515344028056355, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.019220433091369227, "ret_signed_p6m": -0.019220433091369227, "alpha_spy_p6m": -0.08816768361947092, "alpha_c_p6m": -0.08816768361947092, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04751742225033739, "alpha_spy_stated": 0.012373584154931061, "alpha_c_stated": 0.012373584154931061, "price_path": [-0.3129, -0.3022, -0.3193, -0.3316, -0.3225, -0.3342, -0.3166, -0.3182, -0.3193, -0.3011, -0.2691, -0.244, -0.2653, -0.267, -0.2958, -0.2637, -0.2637, -0.2312, -0.2157, -0.2018, -0.2349, -0.2264, -0.2408, -0.2429, -0.2269, -0.2221, -0.2397, -0.2397, -0.2787, -0.2664, -0.2552, -0.2637, -0.2696, -0.2552, -0.2894, -0.2739, -0.2643, -0.2531, -0.197, -0.1458, -0.1345, -0.2066, -0.1991, -0.197, -0.1885, -0.2173, -0.2114, -0.1169, -0.0988, -0.0374, -0.0326, -0.063, -0.1025, -0.0865, -0.0246, 0.0475, -0.0005, -0.0107, -0.0481, -0.0155, -0.0518, -0.0614, 0.0256, 0.0, 0.0112, -0.0347, -0.0448, -0.0513, -0.0513, -0.0838, -0.0454, 0.0224, 0.0817, 0.0934, 0.0924, 0.1159, 0.1271, 0.1265, 0.1265, 0.1089, 0.1297, 0.1287, 0.095, 0.0582, 0.0475, 0.0459, 0.0171, 0.0416, 0.0753, 0.0347, 0.0459, -0.0192, -0.0497, -0.0956, -0.1308, -0.134, -0.1319, -0.1249, -0.1212, -0.0966, -0.1068, -0.1164, -0.1105, -0.0854, -0.0902, -0.0742, -0.0598, -0.0459, -0.0304, -0.0651, -0.1329, -0.149, -0.1105, -0.0982, -0.1052, -0.1297, -0.1666, -0.1372, -0.0881, -0.047, -0.0427, -0.0844, -0.0897, -0.1233, -0.094, -0.1041, -0.1367, -0.0689, -0.0326, 0.0497, 0.0539, 0.0539, 0.0667, 0.0844, 0.0545, 0.0523, 0.0352, 0.016, 0.0043, 0.0139, 0.0272, 0.0336, -0.0011, -0.0283, -0.0272, -0.0304, -0.0043, 0.0187, 0.0267, 0.0187, 0.0384, 0.0384, 0.0363, 0.0342, 0.071, 0.0336, 0.0336, 0.0614, 0.1265, 0.1324, 0.1361, 0.134, 0.2435, 0.2376, 0.2152, 0.2104, 0.2515, 0.2408, 0.2408, 0.1773, 0.1329, 0.1479, 0.1249, 0.1324, 0.1228, 0.1084, 0.1089, -0.0427, 0.0021, 0.0865, 0.0678, 0.0251, 0.008, 0.047, 0.0812, -0.0075, -0.0523, -0.0027, -0.0027, -0.0192]}
{"unit_id": "reply:1959018737258176928", "ticker_idx": 0, "ts": "2025-08-22T22:23:58+00:00", "symbol": "ACHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "currently own $ACHR on IRA", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Currently holds ACHR in IRA; live long position in drone/air mobility stock.", "resolved_tickers": ["ACHR"], "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": "@moninvestor Thank you, my thoughts are similar. I prefer to bet the best in one area. Therefore you don't see SOFI or COIN there. \n\nTesla might make it flying drone😀 I owned $KTOS and currently own $ACHR on IRA.  I have 5 accounts so this is not comprehensive. https://t.co/aX2N9ZaLC8", "reply_text": null, "parent_text": "@DeepValueBagger I know some people might disagree, but I really like how diversified this portfolio is, even with only four stocks.\n\nHOOD - Fintech\nHIMS - Telehealth\nRKLB - Space\nTSLA - AI + EV + Energy + more\n\nHonestly, all it needs is a drone stock to round it out perfectly.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.03201709652069673, "ret_signed_m1d": 0.03201709652069673, "alpha_spy_m1d": 0.027596525410034767, "alpha_c_m1d": 0.021925441408316315, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.010091655112380415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010672297653869567, "ret_signed_p1d": -0.010672297653869567, "alpha_spy_p1d": -0.014859362868003378, "alpha_c_p1d": -0.020962026244272458, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.010289728590402891, "ret_p1w": -0.044823914773066686, "ret_signed_p1w": -0.044823914773066686, "alpha_spy_p1w": -0.0488398127689309, "alpha_c_p1w": -0.0474622779664271, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.0026383631933604157, "ret_p1m": 0.06723587215960003, "ret_signed_p1m": 0.06723587215960003, "alpha_spy_p1m": 0.0320920340641937, "alpha_c_p1m": 0.053633433460181346, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.013602438699418684, "ret_p3m": -0.26680896803990006, "ret_signed_p3m": -0.26680896803990006, "alpha_spy_p3m": -0.28528330909413635, "alpha_c_p3m": -0.24590513113337764, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": -0.02090383690652242, "ret_p6m": -0.27214511686683485, "ret_signed_p6m": -0.27214511686683485, "alpha_spy_p6m": -0.34109236739493654, "alpha_c_p6m": -0.43569284834444166, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.16354773147760682, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06723587215960003, "alpha_spy_stated": 0.0320920340641937, "alpha_c_stated": 0.053633433460181346, "price_path": [0.1686, 0.1313, 0.0768, 0.0384, 0.0374, 0.0288, -0.0011, 0.0875, 0.2017, 0.2145, 0.2988, 0.2519, 0.0662, 0.1078, 0.0587, 0.0886, 0.0886, 0.0715, 0.0672, 0.1451, 0.0598, 0.1302, 0.1174, 0.158, 0.0544, 0.0651, 0.0854, 0.0854, 0.0694, 0.1067, 0.1153, 0.1505, 0.1217, 0.1526, 0.2017, 0.2903, 0.4301, 0.4184, 0.2647, 0.1729, 0.2124, 0.1729, 0.1964, 0.1515, 0.0875, 0.0832, 0.0704, 0.0288, 0.1131, 0.1025, 0.0512, 0.0459, 0.0374, 0.0181, 0.0939, 0.0886, 0.0662, 0.048, 0.0512, -0.0085, -0.0149, 0.0011, 0.032, 0.0, -0.0107, -0.0235, -0.0181, -0.0448, -0.0448, -0.0822, -0.1046, -0.0982, -0.0928, -0.0918, -0.1003, -0.1195, -0.0939, -0.0662, -0.0267, -0.0277, -0.0395, -0.0128, 0.0523, 0.0192, 0.0672, 0.0363, -0.0043, -0.0096, 0.0299, 0.0224, 0.047, 0.0864, 0.2348, 0.4557, 0.3319, 0.3298, 0.3511, 0.2775, 0.3629, 0.3895, 0.3906, 0.2668, 0.1996, 0.2785, 0.2177, 0.159, 0.1644, 0.2049, 0.2102, 0.1889, 0.1932, 0.1697, 0.1974, 0.1121, 0.0203, 0.0213, -0.0523, -0.127, -0.0982, -0.0459, -0.0768, -0.1505, -0.159, -0.2081, -0.1878, -0.2028, -0.2668, -0.2337, -0.206, -0.2124, -0.2006, -0.2006, -0.1686, -0.2038, -0.1836, -0.1089, -0.0448, -0.0822, -0.0811, -0.079, -0.1067, -0.0864, -0.1142, -0.1644, -0.1515, -0.191, -0.1654, -0.1291, -0.1035, -0.1313, -0.1323, -0.1323, -0.158, -0.1782, -0.1942, -0.1974, -0.1974, -0.1323, -0.0864, -0.0587, -0.1014, -0.0704, -0.0598, -0.0544, -0.0961, -0.0491, -0.0544, -0.0544, -0.0544, -0.0768, -0.0961, -0.0384, -0.0811, -0.143, -0.1366, -0.175, -0.207, -0.2327, -0.2476, -0.2316, -0.2583, -0.3074, -0.2209, -0.2134, -0.2348, -0.2561, -0.2785, -0.2775, -0.2775, -0.2721]}
{"unit_id": "orig:1946549429663629515", "ticker_idx": 0, "ts": "2025-07-19T12:35:23+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can't beat that in term of value growth. Strong revenue, profitable, growing FCF, and improving margin.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HIMS: P/S 6.32 at 40% growth, profitable, growing FCF, improving margins — best value-growth combo.", "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": "When I pick a deep value growth company, I look at P/S and growth rate the key indicators.\n\n$HIMS trades at P/S 6.32 or $1.4bil on $10.9B MC, while growing at 40%. You can't beat that in term of value growth.  Strong revenue, profitable, growing FCF, and improving margin. https://t.co/ZVo7XvwOdH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05840341771240931, "ret_signed_m1d": 0.05840341771240931, "alpha_spy_m1d": 0.06029597264881448, "alpha_c_m1d": 0.06029597264881448, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05063025051822989, "ret_signed_p1d": 0.05063025051822989, "alpha_spy_p1d": 0.05048705507912721, "alpha_c_p1d": 0.05048705507912721, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.2327731551730743, "ret_signed_p1w": 0.2327731551730743, "alpha_spy_p1w": 0.21977946951287564, "alpha_c_p1w": 0.21977946951287564, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": -0.11386551140105661, "ret_signed_p1m": -0.11386551140105661, "alpha_spy_p1m": -0.13142349034121803, "alpha_c_p1m": -0.13142349034121803, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.24264713071445265, "ret_signed_p3m": 0.24264713071445265, "alpha_spy_p3m": 0.18904777251268112, "alpha_c_p3m": 0.18904777251268112, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.32352937405143467, "ret_signed_p6m": -0.32352937405143467, "alpha_spy_p6m": -0.4332342560050013, "alpha_c_p6m": -0.4332342560050013, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11386551140105661, "alpha_spy_stated": -0.13142349034121803, "alpha_c_stated": -0.13142349034121803, "price_path": [-0.4389, -0.4088, -0.4099, -0.4017, -0.2639, -0.3046, -0.2403, -0.1424, -0.1202, 0.0393, 0.0998, 0.0798, 0.0916, 0.1599, 0.3445, 0.284, 0.2307, 0.3582, 0.3097, 0.2859, 0.2185, 0.1244, 0.1519, 0.1519, 0.121, 0.1206, 0.1008, 0.1882, 0.1926, 0.1498, 0.1263, 0.1086, 0.1834, 0.1945, 0.1607, 0.2092, 0.2006, 0.1655, 0.2559, 0.2445, 0.283, 0.283, 0.3492, -0.1181, -0.0977, -0.13, -0.0277, 0.038, 0.0473, 0.0076, -0.0029, 0.008, 0.008, 0.0172, 0.0286, 0.0765, 0.0561, 0.0061, 0.0931, 0.0601, 0.0893, 0.0502, 0.0584, 0.0, 0.0506, 0.2189, 0.2042, 0.2111, 0.2328, 0.2662, 0.3767, 0.3903, 0.3141, 0.3309, 0.1664, 0.0742, 0.0725, 0.0912, 0.05, 0.0076, 0.0153, -0.0099, -0.0332, -0.0525, -0.1139, -0.0887, -0.0765, -0.0637, -0.0968, -0.0473, -0.0754, -0.0731, -0.1103, -0.1103, -0.1275, -0.066, 0.0107, 0.017, 0.0429, 0.004, 0.0038, 0.0874, 0.166, 0.1336, 0.0691, 0.0578, 0.1807, 0.2147, 0.2122, 0.1765, 0.1187, 0.1527, 0.2269, 0.242, 0.1916, 0.183, 0.2158, 0.1038, 0.1504, 0.2179, 0.2221, 0.2237, 0.1334, 0.1498, 0.1349, 0.3185, 0.2426, 0.0458, 0.079, 0.037, -0.0029, 0.0187, 0.0248, 0.0132, -0.0101, -0.0204, -0.0744, -0.045, -0.0674, -0.1011, -0.0813, -0.1277, -0.138, -0.1376, -0.1649, -0.1803, -0.2426, -0.2231, -0.2525, -0.2382, -0.2473, -0.2937, -0.2708, -0.2063, -0.2208, -0.1933, -0.1933, -0.1647, -0.212, -0.2372, -0.2212, -0.1592, -0.1765, -0.1782, -0.1634, -0.2042, -0.2065, -0.2183, -0.2384, -0.2256, -0.2653, -0.2695, -0.2529, -0.2637, -0.2689, -0.2716, -0.2716, -0.2792, -0.2836, -0.3059, -0.3179, -0.3179, -0.2981, -0.2708, -0.255, -0.255, -0.2884, -0.3342, -0.3206, -0.3235]}
{"unit_id": "quote:1957177627732746313", "ticker_idx": 0, "ts": "2025-08-17T20:28:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it doesn't make sense to buy $AMD for the same Price per Free Cash Flow, when the margins and ROI is much lower than $NVDA", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers NVDA over AMD at similar FCF multiples given NVDA's superior margins and ROI; implicit avoid on AMD.", "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": "If I'm reading this correctly, it doesn't make sense to buy $AMD for the same Price per Free Cash Flow, when the margins and ROI is much lower than $NVDA.", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA vs $AMD – Two players dominating the AI chip market.\n\nThere’s essentially no alternative. https://t.co/N5LPbwNaUs", "parent_author": null, "ret_m1d": -0.008570860133273572, "ret_signed_m1d": -0.008570860133273572, "alpha_spy_m1d": -0.008788620098861721, "alpha_c_m1d": -0.0044948945122069706, "bench_spy_m1d": 0.00021775996558814903, "bench_c_m1d": -0.004075965621066602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034997993677144845, "ret_signed_p1d": -0.034997993677144845, "alpha_spy_p1d": -0.029572796719491423, "alpha_c_p1d": -0.014820179857387816, "bench_spy_p1d": -0.005425196957653422, "bench_c_p1d": -0.02017781381975703, "ret_p1w": -0.012087213763206872, "ret_signed_p1w": -0.012087213763206872, "alpha_spy_p1w": -0.010796961984721909, "alpha_c_p1w": -0.002183667077076401, "bench_spy_p1w": -0.0012902517784849632, "bench_c_p1w": -0.009903546686130471, "ret_p1m": -0.0391193501864453, "ret_signed_p1m": -0.0391193501864453, "alpha_spy_p1m": -0.06507931189906313, "alpha_c_p1m": -0.07398429347910707, "bench_spy_p1m": 0.02595996171261783, "bench_c_p1m": 0.034864943292661765, "ret_p3m": 0.026704828774195555, "ret_signed_p3m": 0.026704828774195555, "alpha_spy_p3m": -0.02086737784029702, "alpha_c_p3m": -0.1348528735798742, "bench_spy_p3m": 0.047572206614492574, "bench_c_p3m": 0.16155770235406974, "ret_p6m": 0.03599334807434973, "ret_signed_p6m": 0.03599334807434973, "alpha_spy_p6m": -0.046067432473296366, "alpha_c_p6m": -0.3317202936337733, "bench_spy_p6m": 0.0820607805476461, "bench_c_p6m": 0.36771364170812304, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0391193501864453, "alpha_spy_stated": -0.06507931189906313, "alpha_c_stated": -0.07398429347910707, "price_path": [-0.2759, -0.2703, -0.2787, -0.2787, -0.2556, -0.2594, -0.2353, -0.2576, -0.2453, -0.2242, -0.2203, -0.2309, -0.2214, -0.2164, -0.2091, -0.2153, -0.2033, -0.22, -0.205, -0.2082, -0.2007, -0.2007, -0.2097, -0.2079, -0.1874, -0.1522, -0.1483, -0.1333, -0.132, -0.1577, -0.136, -0.1246, -0.1246, -0.1306, -0.1209, -0.1051, -0.0984, -0.0939, -0.0986, -0.0621, -0.0585, -0.0495, -0.0527, -0.0584, -0.0823, -0.0617, -0.0454, -0.0468, -0.0289, -0.0357, -0.0151, -0.0227, -0.0455, -0.011, -0.0206, -0.0142, -0.0068, 0.0038, 0.0003, 0.0063, -0.0023, 0.0001, -0.0086, 0.0, -0.035, -0.0363, -0.0386, -0.0221, -0.0121, -0.0013, -0.0023, -0.0101, -0.043, -0.043, -0.0617, -0.0626, -0.0569, -0.0824, -0.0753, -0.0618, -0.0257, -0.0265, -0.023, -0.0234, -0.0391, -0.0643, -0.0316, -0.0293, 0.0088, -0.0196, -0.0276, -0.0237, -0.0209, -0.0008, 0.0252, 0.0288, 0.0379, 0.0309, 0.0195, 0.0167, 0.0391, 0.0581, 0.0064, 0.0347, -0.0108, -0.0119, -0.001, 0.0067, 0.0035, -0.0046, -0.0094, 0.0009, 0.0234, 0.0521, 0.1046, 0.1376, 0.1148, 0.1126, 0.1367, 0.0917, 0.0726, 0.0334, 0.0338, 0.0937, 0.0613, 0.0648, 0.0267, 0.0449, 0.0253, -0.0035, 0.0248, -0.0075, -0.0171, 0.003, -0.023, -0.0096, -0.0096, -0.0275, -0.0114, -0.003, -0.0132, 0.0076, 0.0023, 0.0196, 0.0164, 0.0098, -0.0058, -0.0383, -0.0313, -0.0235, -0.0607, -0.0431, -0.0055, 0.0093, 0.0397, 0.0364, 0.0364, 0.0469, 0.0342, 0.0305, 0.0248, 0.0248, 0.0377, 0.0337, 0.0289, 0.0391, 0.0168, 0.0158, 0.0162, 0.021, 0.0063, 0.0278, 0.0233, 0.0233, -0.0215, 0.0073, 0.0157, 0.0312, 0.0246, 0.0359, 0.0524, 0.0578, 0.0502, 0.0199, -0.0091, -0.0429, -0.0556, 0.0188, 0.0442, 0.036]}
{"unit_id": "reply:1949122784384143783", "ticker_idx": 0, "ts": "2025-07-26T15:00:59+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "75% $eth", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Crypto allocation: 75% ETH, 24% SUI, <1% SOL; live held positions.", "resolved_tickers": ["ETH-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": "und", "tweet_text": "@jrouldz 75% $eth\n24% $sui\n&lt;1% $sol", "reply_text": null, "parent_text": "My crypto allocation is roughly:\n\n65% $BTC\n25% $ETH\n5% $SOL\n5% $AVAX", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.01588385859458885, "ret_signed_m1d": -0.01588385859458885, "alpha_spy_m1d": -0.016134990650811032, "alpha_c_m1d": -0.016134990650811032, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0015918602984175134, "ret_signed_p1d": 0.0015918602984175134, "alpha_spy_p1d": 0.004229521987689444, "alpha_c_p1d": 0.004229521987689444, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.0180702411660294, "ret_signed_p1w": -0.0180702411660294, "alpha_spy_p1w": -0.009011175429597729, "alpha_c_p1w": -0.009011175429597729, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.21465792955926322, "ret_signed_p1m": 0.21465792955926322, "alpha_spy_p1m": 0.20175253222562284, "alpha_c_p1m": 0.20175253222562284, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.01811272085570992, "ret_signed_p3m": 0.01811272085570992, "alpha_spy_p3m": -0.039478874281435594, "alpha_c_p3m": -0.039478874281435594, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.22490739556571349, "ret_signed_p6m": -0.22490739556571349, "alpha_spy_p6m": -0.29481385953238104, "alpha_c_p6m": -0.29481385953238104, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21465792955926322, "alpha_spy_stated": 0.20175253222562284, "alpha_c_stated": 0.20175253222562284, "price_path": [-0.5264, -0.5144, -0.5135, -0.5195, -0.5208, -0.5217, -0.4174, -0.3807, -0.3409, -0.2924, -0.3109, -0.3275, -0.3303, -0.3322, -0.3335, -0.3261, -0.2966, -0.3329, -0.323, -0.2969, -0.2918, -0.3049, -0.332, -0.3116, -0.3153, -0.3112, -0.362, -0.3459, -0.292, -0.2571, -0.2677, -0.2998, -0.3189, -0.3292, -0.3371, -0.3335, -0.3342, -0.3644, -0.3606, -0.3536, -0.3612, -0.3621, -0.36, -0.3435, -0.3648, -0.3211, -0.3159, -0.3377, -0.3286, -0.3094, -0.2684, -0.2198, -0.219, -0.2044, -0.171, -0.1098, -0.082, -0.0629, -0.0064, -0.0101, -0.0416, -0.021, -0.0159, 0.0, 0.0016, 0.0055, -0.024, -0.079, -0.0181, -0.0463, -0.0273, 0.0335, 0.0587, 0.1161, 0.2121, 0.2558, 0.2009, 0.1723, 0.1386, 0.0755, 0.1444, 0.1151, 0.2756, 0.1546, 0.2147, 0.189, 0.19, 0.1512, 0.1392, 0.142, 0.175, 0.135, 0.1372, 0.1375, 0.1377, 0.1483, 0.1779, 0.245, 0.1952, 0.1891, 0.2126, 0.2119, 0.1805, 0.1097, 0.0998, 0.0966, 0.0214, 0.0656, 0.1135, 0.0947, 0.1488, 0.185, 0.1921, 0.2377, 0.1752, 0.1954, 0.1536, 0.0147, 0.1209, 0.0892, 0.0528, 0.0283, 0.0119, 0.051, 0.0236, 0.0055, 0.0181, 0.0389, 0.0878, 0.0514, 0.0306, 0.0045, 0.0158, -0.0489, -0.1307, -0.0956, -0.1255, -0.093, -0.0578, -0.0983, -0.0988, -0.1465, -0.1805, -0.2014, -0.1754, -0.2018, -0.2523, -0.2698, -0.2204, -0.219, -0.2006, -0.2041, -0.1994, -0.2607, -0.2084, -0.1573, -0.1724, -0.2015, -0.1748, -0.1231, -0.122, -0.1453, -0.1857, -0.2174, -0.2174, -0.2524, -0.2536, -0.2137, -0.2063, -0.2176, -0.2223, -0.2334, -0.2275, -0.2252, -0.2155, -0.2166, -0.2078, -0.1751, -0.1482, -0.1298, -0.1639, -0.1803, -0.186, -0.1835, -0.1229, -0.1142, -0.1242, -0.1299, -0.1586, -0.2249]}
{"unit_id": "reply:1949122784384143783", "ticker_idx": 2, "ts": "2025-07-26T15:00:59+00:00", "symbol": "SOL-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "<1% $sol", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Crypto allocation: 75% ETH, 24% SUI, <1% SOL; live held positions.", "resolved_tickers": ["SOL-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": "und", "tweet_text": "@jrouldz 75% $eth\n24% $sui\n&lt;1% $sol", "reply_text": null, "parent_text": "My crypto allocation is roughly:\n\n65% $BTC\n25% $ETH\n5% $SOL\n5% $AVAX", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": 0.02321716780444838, "ret_signed_m1d": 0.02321716780444838, "alpha_spy_m1d": 0.0229660357482262, "alpha_c_m1d": 0.0229660357482262, "bench_spy_m1d": 0.0002511320562221808, "bench_c_m1d": 0.0002511320562221808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006608100747602319, "ret_signed_p1d": -0.006608100747602319, "alpha_spy_p1d": -0.003970439058330388, "alpha_c_p1d": -0.003970439058330388, "bench_spy_p1d": -0.0026376616892719307, "bench_c_p1d": -0.0026376616892719307, "ret_p1w": -0.07185144516730024, "ret_signed_p1w": -0.07185144516730024, "alpha_spy_p1w": -0.06279237943086857, "alpha_c_p1w": -0.06279237943086857, "bench_spy_p1w": -0.00905906573643167, "bench_c_p1w": -0.00905906573643167, "ret_p1m": 0.07320812328367254, "ret_signed_p1m": 0.07320812328367254, "alpha_spy_p1m": 0.060302725950032166, "alpha_c_p1m": 0.060302725950032166, "bench_spy_p1m": 0.012905397333640378, "bench_c_p1m": 0.012905397333640378, "ret_p3m": 0.0484640865652588, "ret_signed_p3m": 0.0484640865652588, "alpha_spy_p3m": -0.009127508571886711, "alpha_c_p3m": -0.009127508571886711, "bench_spy_p3m": 0.05759159513714551, "bench_c_p3m": 0.05759159513714551, "ret_p6m": -0.31135833822896586, "ret_signed_p6m": -0.31135833822896586, "alpha_spy_p6m": -0.3812648021956334, "alpha_c_p6m": -0.3812648021956334, "bench_spy_p6m": 0.06990646396666755, "bench_c_p6m": 0.06990646396666755, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07320812328367254, "alpha_spy_stated": 0.060302725950032166, "alpha_c_stated": 0.060302725950032166, "price_path": [-0.1912, -0.1736, -0.189, -0.1964, -0.196, -0.1935, -0.1018, -0.0532, -0.0454, 0.008, -0.032, -0.0741, -0.0833, -0.0859, -0.077, -0.0485, -0.0156, -0.0477, -0.0418, -0.0314, -0.0567, -0.0874, -0.1441, -0.1399, -0.149, -0.1599, -0.2082, -0.1897, -0.1175, -0.0959, -0.1177, -0.163, -0.1858, -0.1735, -0.1906, -0.1982, -0.1943, -0.2321, -0.2065, -0.2004, -0.2138, -0.2382, -0.221, -0.1523, -0.1951, -0.1661, -0.1651, -0.1905, -0.1844, -0.1684, -0.1384, -0.1012, -0.1077, -0.111, -0.1018, -0.0484, -0.037, -0.0283, 0.0737, 0.1269, 0.0384, 0.0004, 0.0232, 0.0, -0.0066, -0.0266, -0.0554, -0.1077, -0.0719, -0.101, -0.0787, -0.0387, -0.0317, -0.0414, 0.051, 0.1044, 0.055, 0.0175, 0.0029, -0.0352, 0.0276, -0.0124, 0.0992, 0.0259, 0.0732, 0.1117, 0.1746, 0.1242, 0.0798, 0.1476, 0.1545, 0.1097, 0.1148, 0.1734, 0.1901, 0.227, 0.2532, 0.3274, 0.2839, 0.2983, 0.3414, 0.3566, 0.3068, 0.2079, 0.1708, 0.16, 0.0539, 0.125, 0.1672, 0.1435, 0.2144, 0.2866, 0.2764, 0.2738, 0.2078, 0.2551, 0.2106, 0.0335, 0.1415, 0.1091, 0.0629, 0.0118, -0.0028, 0.0395, 0.0171, -0.0131, 0.0485, 0.0604, 0.0887, 0.0652, 0.065, 0.0114, 0.0256, -0.0901, -0.1487, -0.1094, -0.1505, -0.1141, -0.0831, -0.1532, -0.1604, -0.2051, -0.2403, -0.2832, -0.2291, -0.2508, -0.2686, -0.296, -0.242, -0.2391, -0.2165, -0.2284, -0.2473, -0.3059, -0.2403, -0.2062, -0.2385, -0.2696, -0.2699, -0.2445, -0.2524, -0.2529, -0.2751, -0.3001, -0.2919, -0.3255, -0.345, -0.3087, -0.3108, -0.3215, -0.3291, -0.3429, -0.3306, -0.3255, -0.3156, -0.318, -0.3056, -0.2761, -0.2441, -0.227, -0.2532, -0.2424, -0.2563, -0.2378, -0.2037, -0.1961, -0.2203, -0.2064, -0.2695, -0.3114]}
{"unit_id": "quote:1948790691410444421", "ticker_idx": 0, "ts": "2025-07-25T17:01:22+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Elon woke up! $tsla", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA endorsing Musk's $20T valuation thesis.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Elon woke up! $tsla", "reply_text": null, "parent_text": null, "quoted_text": "Extreme execution is needed, but a valuation of $20 trillion for Tesla is possible", "parent_author": null, "ret_m1d": -0.03404419998968777, "ret_signed_m1d": -0.03404419998968777, "alpha_spy_m1d": -0.029837631803675824, "alpha_c_m1d": -0.024838924248553385, "bench_spy_m1d": -0.00420656818601195, "bench_c_m1d": -0.009205275741134389, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030152499060024596, "ret_signed_p1d": 0.030152499060024596, "alpha_spy_p1d": 0.030403568064771402, "alpha_c_p1d": 0.024326860780935933, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": 0.005825638279088663, "ret_p1w": -0.04249190906638378, "ret_signed_p1w": -0.04249190906638378, "alpha_spy_p1w": -0.01835112057216337, "alpha_c_p1w": -0.0034471876454233996, "bench_spy_p1w": -0.02414078849422041, "bench_c_p1w": -0.03904472142096038, "ret_p1m": 0.09662725046139409, "ret_signed_p1m": 0.09662725046139409, "alpha_spy_p1m": 0.08819851913961552, "alpha_c_p1m": 0.06211839065788105, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.03450885980351304, "ret_p3m": 0.38888187246575967, "ret_signed_p3m": 0.38888187246575967, "alpha_spy_p3m": 0.33778874882153964, "alpha_c_p3m": 0.3317442398039454, "bench_spy_p3m": 0.05109312364422003, "bench_c_p3m": 0.057137632661814264, "ret_p6m": 0.3842308529376379, "ret_signed_p6m": 0.3842308529376379, "alpha_spy_p6m": 0.2923661376738145, "alpha_c_p6m": 0.2924131971732231, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.09181765576441481, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09662725046139409, "alpha_spy_stated": 0.08819851913961552, "alpha_c_stated": 0.06211839065788105, "price_path": [-0.076, -0.1073, -0.1124, -0.0913, -0.1133, -0.1288, -0.1261, -0.0988, -0.0563, 0.0073, 0.057, 0.1, 0.0847, 0.1073, 0.0824, 0.0878, 0.0587, 0.079, 0.0737, 0.0737, 0.1482, 0.1292, 0.1341, 0.0962, 0.0843, 0.0893, 0.0506, -0.0992, -0.0662, -0.0237, 0.0317, 0.0328, 0.0097, 0.0293, 0.0414, 0.0009, 0.019, 0.019, 0.0193, 0.1032, 0.0772, 0.0364, 0.0308, 0.024, 0.0051, -0.0486, -0.0013, -0.0022, -0.0022, -0.07, -0.0577, -0.0638, -0.0196, -0.0081, 0.0027, -0.0167, 0.0177, 0.0106, 0.043, 0.0393, 0.0508, 0.0522, -0.034, 0.0, 0.0302, 0.0163, 0.0094, -0.0246, -0.0425, -0.0215, -0.0232, 0.0122, 0.0196, 0.043, 0.0727, 0.0784, 0.0738, 0.0618, 0.0459, 0.0604, 0.0419, 0.0248, 0.0128, 0.0758, 0.0966, 0.1127, 0.1061, 0.0947, 0.0564, 0.0564, 0.0421, 0.057, 0.0711, 0.11, 0.096, 0.0978, 0.1004, 0.1669, 0.2527, 0.2973, 0.334, 0.3474, 0.3189, 0.3481, 0.3738, 0.3474, 0.401, 0.3396, 0.3934, 0.4023, 0.4071, 0.4537, 0.3795, 0.36, 0.4341, 0.3703, 0.388, 0.378, 0.3083, 0.3792, 0.3581, 0.3768, 0.3565, 0.39, 0.4156, 0.4004, 0.3889, 0.4206, 0.3723, 0.4314, 0.4572, 0.4602, 0.3925, 0.4445, 0.4819, 0.4056, 0.462, 0.4108, 0.359, 0.4087, 0.3909, 0.3624, 0.2719, 0.2793, 0.2938, 0.2695, 0.2782, 0.2505, 0.2374, 0.3218, 0.327, 0.3497, 0.3497, 0.361, 0.3609, 0.3581, 0.4135, 0.4381, 0.4396, 0.3908, 0.4085, 0.4284, 0.4139, 0.4521, 0.5039, 0.55, 0.4784, 0.5294, 0.5225, 0.5463, 0.5363, 0.5358, 0.5358, 0.5035, 0.4543, 0.4378, 0.4229, 0.4229, 0.386, 0.4291, 0.3699, 0.365, 0.3789, 0.408, 0.4205, 0.4149, 0.3896, 0.3876, 0.3842, 0.3842]}
{"unit_id": "reply:1966583575274217624", "ticker_idx": 0, "ts": "2025-09-12T19:23:56+00:00", "symbol": "BTCI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "hands down the best idea. appreciates like gold, pays dividends forever", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long BTCI as best-in-class income idea: appreciates like gold and pays perpetual dividends.", "resolved_tickers": ["BTCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DekuTCG that's a shit load.  i own some for my dividends. hands down the best idea. appreciates like gold, pays dividends forever.", "reply_text": null, "parent_text": "$BTCI … sigh … 😔 anyone else wish they could have bought more? I do 😭🕺😭 https://t.co/C1R3KCX5B0", "quoted_text": null, "parent_author": "DekuTCG", "ret_m1d": -0.01481841219039115, "ret_signed_m1d": -0.01481841219039115, "alpha_spy_m1d": -0.015153154614731656, "alpha_c_m1d": -0.015153154614731656, "bench_spy_m1d": 0.00033474242434050616, "bench_c_m1d": 0.00033474242434050616, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007490587505380786, "ret_signed_p1d": -0.007490587505380786, "alpha_spy_p1d": -0.012814550303726024, "alpha_c_p1d": -0.012814550303726024, "bench_spy_p1d": 0.005323962798345239, "bench_c_p1d": 0.005323962798345239, "ret_p1w": -0.006187940845119866, "ret_signed_p1w": -0.006187940845119866, "alpha_spy_p1w": -0.018554824174430773, "alpha_c_p1w": -0.018554824174430773, "bench_spy_p1w": 0.012366883329310907, "bench_c_p1w": 0.012366883329310907, "ret_p1m": 0.0017550246996855812, "ret_signed_p1m": 0.0017550246996855812, "alpha_spy_p1m": -0.009605096851427852, "alpha_c_p1m": -0.009605096851427852, "bench_spy_p1m": 0.011360121551113433, "bench_c_p1m": 0.011360121551113433, "ret_p3m": -0.17612709366697177, "ret_signed_p3m": -0.17612709366697177, "alpha_spy_p3m": -0.22490383351794485, "alpha_c_p3m": -0.22490383351794485, "bench_spy_p3m": 0.04877673985097308, "bench_c_p3m": 0.04877673985097308, "ret_p6m": -0.37187499659939194, "ret_signed_p6m": -0.37187499659939194, "alpha_spy_p6m": -0.4095230997053154, "alpha_c_p6m": -0.4095230997053154, "bench_spy_p6m": 0.03764810310592348, "bench_c_p6m": 0.03764810310592348, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0017550246996855812, "alpha_spy_stated": -0.009605096851427852, "alpha_c_stated": -0.009605096851427852, "price_path": [-0.0989, -0.1027, -0.1027, -0.1065, -0.1079, -0.0872, -0.0709, -0.0735, -0.0804, -0.0717, -0.0879, -0.0574, -0.0596, -0.0596, -0.0681, -0.0607, -0.0403, -0.0306, -0.0031, 0.0119, -0.0083, 0.0099, 0.0104, 0.0001, -0.002, 0.0118, 0.007, 0.0128, -0.0022, 0.0078, 0.0061, 0.0018, 0.0012, -0.0254, -0.0149, -0.0224, -0.0063, 0.0112, 0.0026, 0.0228, 0.0258, 0.0479, 0.0123, 0.0064, 0.0035, -0.0221, -0.0127, -0.0313, 0.0057, -0.0423, -0.0394, -0.0309, -0.0332, -0.0643, -0.0643, -0.044, -0.0335, -0.0505, -0.0389, -0.0335, -0.0368, -0.0217, -0.0148, 0.0, -0.0075, 0.0023, -0.0036, 0.0075, -0.0062, -0.0277, -0.0327, -0.0179, -0.0514, -0.0514, -0.0112, -0.0102, 0.0079, 0.0351, 0.0469, 0.0611, 0.0382, 0.0496, 0.0361, 0.0036, 0.0018, -0.0237, -0.0344, -0.0574, -0.073, -0.0366, -0.0284, -0.0598, -0.041, -0.0369, -0.0022, -0.0091, -0.0333, -0.0696, -0.0417, -0.0659, -0.1129, -0.0872, -0.1092, -0.0857, -0.069, -0.093, -0.1037, -0.1352, -0.1668, -0.186, -0.1758, -0.207, -0.2359, -0.2496, -0.2107, -0.2237, -0.2011, -0.2011, -0.195, -0.2363, -0.1925, -0.1763, -0.1789, -0.2051, -0.1939, -0.174, -0.1761, -0.1821, -0.1948, -0.2314, -0.2153, -0.2309, -0.237, -0.2113, -0.207, -0.2152, -0.2177, -0.2177, -0.2149, -0.2191, -0.2124, -0.2154, -0.2154, -0.1997, -0.1669, -0.1796, -0.1899, -0.1896, -0.1931, -0.1831, -0.1625, -0.1404, -0.1564, -0.1544, -0.1544, -0.1947, -0.1886, -0.1965, -0.195, -0.2109, -0.1965, -0.1958, -0.2421, -0.243, -0.2916, -0.3027, -0.3311, -0.4162, -0.3567, -0.3508, -0.3695, -0.3808, -0.4003, -0.368, -0.368, -0.3771, -0.3926, -0.3834, -0.3773, -0.409, -0.4081, -0.365, -0.3806, -0.3978, -0.3726, -0.3795, -0.3463, -0.3581, -0.3808, -0.3719]}
{"unit_id": "quote:1969096975384826010", "ticker_idx": 0, "ts": "2025-09-19T17:51:17+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in long IREN, CRWV, and NBIS as a datacenter portfolio; Roth account fully committed to these three 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": "quote", "lang": "en", "tweet_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me that I made 62% in 1 month. The disparity between time and value is something to think about. Of course it's not sustainable, but I did pull a 600% return on my big portfolio last year. I'm still hungry for high returns on the smaller accounts... NFA 😀", "reply_text": null, "parent_text": null, "quoted_text": "Roth account from $136K to $202K in 3 weeks.\n\nI'm an artist. Give me blank canvas and I create art.\n\n20% to $1 mil\nPosition: all in $CRWV and $IREN https://t.co/WxaCmhzBTr", "parent_author": null, "ret_m1d": -0.06004140091797572, "ret_signed_m1d": -0.06004140091797572, "alpha_spy_m1d": -0.05511294247342402, "alpha_c_m1d": -0.05782945957669494, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.0022119413412807765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08436858663884483, "ret_signed_p1d": 0.08436858663884483, "alpha_spy_p1d": 0.07963763000959445, "alpha_c_p1d": 0.08570013590895276, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": -0.0013315492701079235, "ret_p1w": 0.08333336624135024, "ret_signed_p1w": 0.08333336624135024, "alpha_spy_p1w": 0.08616598734728442, "alpha_c_p1w": 0.08725403512509966, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.003920668883749423, "ret_p1m": 0.5326087514527245, "ret_signed_p1m": 0.5326087514527245, "alpha_spy_p1m": 0.5211578187388113, "alpha_c_p1m": 0.5563178548881172, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": -0.023709103435392787, "ret_p3m": -0.125776415298121, "ret_signed_p3m": -0.125776415298121, "alpha_spy_p3m": -0.13737802427957624, "alpha_c_p3m": -0.13609604710586043, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.010319631807739427, "ret_p6m": 0.1630434610914695, "ret_signed_p6m": 0.1630434610914695, "alpha_spy_p6m": 0.15203407938434732, "alpha_c_p6m": 0.24810958654087722, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": -0.08506612544940773, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5326087514527245, "alpha_spy_stated": 0.5211578187388113, "alpha_c_stated": 0.5563178548881172, "price_path": [-0.7013, -0.6928, -0.6607, -0.6377, -0.6229, -0.6058, -0.5947, -0.5647, -0.5647, -0.5613, -0.5629, -0.5611, -0.5593, -0.58, -0.5528, -0.5631, -0.552, -0.5329, -0.5357, -0.5303, -0.5189, -0.5085, -0.5305, -0.5414, -0.5709, -0.5914, -0.5823, -0.5831, -0.6014, -0.5735, -0.5743, -0.5259, -0.5194, -0.5225, -0.5349, -0.5386, -0.5411, -0.5062, -0.4904, -0.4642, -0.5153, -0.4886, -0.493, -0.4454, -0.4017, -0.405, -0.4215, -0.4037, -0.3147, -0.3147, -0.2466, -0.2699, -0.3238, -0.3232, -0.3222, -0.2187, -0.1297, -0.1498, -0.1211, -0.0388, -0.0567, -0.0192, -0.06, 0.0, 0.0844, 0.081, 0.22, 0.198, 0.0833, 0.1887, 0.2145, 0.2184, 0.2169, 0.3059, 0.4946, 0.5963, 0.5551, 0.6524, 0.5468, 0.6599, 0.8002, 0.7593, 0.6002, 0.5714, 0.5326, 0.4284, 0.3414, 0.4457, 0.6278, 0.6819, 0.6154, 0.5637, 0.5067, 0.5722, 0.7534, 0.7244, 0.9775, 0.7329, 0.6144, 0.5572, 0.485, 0.4415, 0.2591, 0.2001, 0.227, 0.2642, 0.1861, 0.125, 0.0937, 0.2549, 0.2285, 0.2539, 0.2539, 0.2373, 0.2549, 0.0642, 0.1377, 0.2021, 0.1571, 0.1993, 0.2122, 0.1366, 0.1372, 0.0386, -0.0818, -0.0531, -0.1258, -0.0735, 0.0331, 0.088, 0.0888, 0.0864, 0.0864, 0.043, 0.0199, -0.0088, -0.0225, -0.0225, 0.1051, 0.2484, 0.1881, 0.129, 0.1822, 0.1913, 0.3025, 0.3714, 0.3685, 0.3429, 0.4964, 0.4964, 0.4042, 0.3841, 0.3525, 0.4669, 0.3551, 0.5525, 0.6289, 0.5487, 0.3908, 0.3737, 0.4076, 0.163, 0.0298, 0.0826, 0.1944, 0.111, 0.1043, 0.036, 0.0927, 0.0927, 0.0603, 0.089, 0.1203, 0.0347, 0.0963, 0.1762, 0.1395, 0.1449, 0.0598, 0.0712, 0.0054, 0.1346, 0.0384, -0.0502, 0.0052, -0.0135, 0.0864, 0.0707, 0.0761, 0.163]}
{"unit_id": "quote:1969096975384826010", "ticker_idx": 1, "ts": "2025-09-19T17:51:17+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in long IREN, CRWV, and NBIS as a datacenter portfolio; Roth account fully committed to these three 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": "quote", "lang": "en", "tweet_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me that I made 62% in 1 month. The disparity between time and value is something to think about. Of course it's not sustainable, but I did pull a 600% return on my big portfolio last year. I'm still hungry for high returns on the smaller accounts... NFA 😀", "reply_text": null, "parent_text": null, "quoted_text": "Roth account from $136K to $202K in 3 weeks.\n\nI'm an artist. Give me blank canvas and I create art.\n\n20% to $1 mil\nPosition: all in $CRWV and $IREN https://t.co/WxaCmhzBTr", "parent_author": null, "ret_m1d": -0.027791135701912273, "ret_signed_m1d": -0.027791135701912273, "alpha_spy_m1d": -0.022862677257360575, "alpha_c_m1d": -0.022862677257360575, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.004928458444551698, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06703503985481785, "ret_signed_p1d": 0.06703503985481785, "alpha_spy_p1d": 0.062304083225567464, "alpha_c_p1d": 0.062304083225567464, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": 0.004730956629250382, "ret_p1w": -0.036200578651016, "ret_signed_p1w": -0.036200578651016, "alpha_spy_p1w": -0.03336795754508182, "alpha_c_p1w": -0.03336795754508182, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.0028326211059341855, "ret_p1m": 0.01761970957462733, "ret_signed_p1m": 0.01761970957462733, "alpha_spy_p1m": 0.0061687768607141535, "alpha_c_p1m": 0.0061687768607141535, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": 0.011450932713913176, "ret_p3m": -0.48302096158722696, "ret_signed_p3m": -0.48302096158722696, "alpha_spy_p3m": -0.4946225705686822, "alpha_c_p3m": -0.4946225705686822, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": 0.011601608981455236, "ret_p6m": -0.31234983028477326, "ret_signed_p6m": -0.31234983028477326, "alpha_spy_p6m": -0.32335921199189543, "alpha_c_p6m": -0.32335921199189543, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": 0.011009381707122179, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01761970957462733, "alpha_spy_stated": 0.0061687768607141535, "alpha_c_stated": 0.0061687768607141535, "price_path": [0.3825, 0.2774, 0.2661, 0.2814, 0.3059, 0.2489, 0.2155, 0.3231, 0.3231, 0.279, 0.213, 0.2258, 0.1076, 0.0078, 0.0602, 0.126, 0.1456, 0.0589, -0.0147, 0.0004, 0.0393, 0.0095, -0.0389, -0.074, -0.1168, -0.1291, -0.176, -0.0859, -0.1659, -0.151, -0.1043, -0.1171, -0.0303, 0.0376, 0.1195, 0.1913, -0.0569, -0.2031, -0.1993, -0.2247, -0.256, -0.267, -0.2729, -0.2472, -0.2601, -0.2681, -0.2237, -0.1768, -0.1748, -0.1748, -0.2524, -0.2802, -0.2994, -0.2865, -0.2508, -0.1973, -0.0618, -0.0975, -0.1033, -0.0352, -0.0489, -0.032, -0.0278, 0.0, 0.067, 0.0483, 0.0684, 0.0144, -0.0362, -0.0187, 0.096, 0.0976, 0.1052, 0.0795, 0.072, 0.0318, 0.1211, 0.1459, 0.1087, 0.1342, 0.0737, 0.1152, 0.1352, 0.0962, 0.0176, 0.0016, -0.0267, -0.0122, 0.0616, 0.0897, 0.0796, 0.1207, 0.0497, 0.0709, 0.0117, -0.073, -0.0836, -0.1436, -0.167, -0.1542, -0.2921, -0.3158, -0.3726, -0.3804, -0.3967, -0.4001, -0.4, -0.4457, -0.4262, -0.4105, -0.429, -0.405, -0.405, -0.4144, -0.3828, -0.3911, -0.3644, -0.3132, -0.2928, -0.3093, -0.2739, -0.2939, -0.3002, -0.3706, -0.4206, -0.4434, -0.483, -0.458, -0.3353, -0.3206, -0.3572, -0.3683, -0.3683, -0.388, -0.4, -0.4081, -0.4265, -0.4265, -0.3647, -0.3844, -0.3758, -0.3819, -0.3826, -0.3582, -0.2798, -0.2994, -0.2808, -0.2391, -0.1893, -0.1893, -0.2374, -0.2468, -0.2649, -0.2553, -0.2126, -0.1281, -0.1509, -0.2029, -0.2536, -0.2877, -0.2787, -0.3396, -0.4021, -0.2796, -0.2248, -0.2383, -0.2379, -0.2335, -0.2308, -0.2308, -0.2712, -0.2355, -0.222, -0.2852, -0.2725, -0.2047, -0.215, -0.2181, -0.3628, -0.3749, -0.4091, -0.3633, -0.4008, -0.4154, -0.4041, -0.4, -0.3436, -0.3604, -0.3504, -0.3123]}
{"unit_id": "quote:1969096975384826010", "ticker_idx": 2, "ts": "2025-09-19T17:51:17+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "All-in long IREN, CRWV, and NBIS as a datacenter portfolio; Roth account fully committed to these three 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": "quote", "lang": "en", "tweet_text": "Roth account up 62.9% in one month.\n\nProgress: 22% to $1million dollars\n\nThis is a all-in datacenter portfolio with $IREN, $CRWV, and $NBIS.  \n\nIt took me 3 years of slaving work to accumulate my 401K from $0 to $137k w/ employer matching and SPY returns.  It's just crazy to me that I made 62% in 1 month. The disparity between time and value is something to think about. Of course it's not sustainable, but I did pull a 600% return on my big portfolio last year. I'm still hungry for high returns on the smaller accounts... NFA 😀", "reply_text": null, "parent_text": null, "quoted_text": "Roth account from $136K to $202K in 3 weeks.\n\nI'm an artist. Give me blank canvas and I create art.\n\n20% to $1 mil\nPosition: all in $CRWV and $IREN https://t.co/WxaCmhzBTr", "parent_author": null, "ret_m1d": -0.052260547171492755, "ret_signed_m1d": -0.052260547171492755, "alpha_spy_m1d": -0.04733208872694106, "alpha_c_m1d": -0.048157012165126356, "bench_spy_m1d": -0.004928458444551698, "bench_c_m1d": -0.004103535006366399, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07340651590718417, "ret_signed_p1d": 0.07340651590718417, "alpha_spy_p1d": 0.06867555927793378, "alpha_c_p1d": 0.07689401603415003, "bench_spy_p1d": 0.004730956629250382, "bench_c_p1d": -0.003487500126965859, "ret_p1w": 0.08448292816338321, "ret_signed_p1w": 0.08448292816338321, "alpha_spy_p1w": 0.0873155492693174, "alpha_c_p1w": 0.0914160054387545, "bench_spy_p1w": -0.0028326211059341855, "bench_c_p1w": -0.006933077275371291, "ret_p1m": 0.09757328244509389, "ret_signed_p1m": 0.09757328244509389, "alpha_spy_p1m": 0.08612234973118071, "alpha_c_p1m": 0.12072544144290698, "bench_spy_p1m": 0.011450932713913176, "bench_c_p1m": -0.023152158997813088, "ret_p3m": -0.24025779072518816, "ret_signed_p3m": -0.24025779072518816, "alpha_spy_p3m": -0.2518593997066434, "alpha_c_p3m": -0.2134919744890008, "bench_spy_p3m": 0.011601608981455236, "bench_c_p3m": -0.026765816236187345, "ret_p6m": 0.30752199472065245, "ret_signed_p6m": 0.30752199472065245, "alpha_spy_p6m": 0.29651261301353027, "alpha_c_p6m": 0.3351838499276125, "bench_spy_p6m": 0.011009381707122179, "bench_c_p6m": -0.027661855206960073, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09757328244509389, "alpha_spy_stated": 0.08612234973118071, "alpha_c_stated": 0.12072544144290698, "price_path": [-0.4863, -0.5114, -0.4703, -0.478, -0.4429, -0.4934, -0.4968, -0.494, -0.494, -0.5183, -0.5257, -0.5363, -0.5325, -0.5539, -0.4769, -0.461, -0.4632, -0.4594, -0.4684, -0.4727, -0.4864, -0.4776, -0.4748, -0.4827, -0.4688, -0.4925, -0.4835, -0.4519, -0.4764, -0.4545, -0.4445, -0.4453, -0.3424, -0.3074, -0.2927, -0.2415, -0.2888, -0.3106, -0.2788, -0.2696, -0.3234, -0.3206, -0.3336, -0.3054, -0.2949, -0.2903, -0.2941, -0.2746, -0.3121, -0.3121, -0.3382, -0.3389, -0.3464, -0.3408, -0.3549, -0.0361, -0.0596, -0.1019, -0.0896, -0.0841, -0.0995, -0.0527, -0.0523, 0.0, 0.0734, 0.0855, 0.1402, 0.0869, 0.0845, 0.1099, 0.1305, 0.1641, 0.2674, 0.2887, 0.2581, 0.1852, 0.2285, 0.3356, 0.3048, 0.364, 0.2904, 0.267, 0.2389, 0.1423, 0.0976, 0.05, -0.0069, 0.069, 0.1807, 0.263, 0.2268, 0.2597, 0.2504, 0.3173, 0.2131, 0.1131, 0.1781, 0.102, 0.1205, 0.1071, 0.0293, -0.0498, -0.1075, -0.1588, -0.1342, -0.0883, -0.0427, -0.1477, -0.1616, -0.0746, -0.105, -0.0465, -0.0465, -0.0447, 0.0085, -0.0288, -0.0039, 0.0351, -0.0128, 0.0103, -0.0292, -0.0576, -0.0506, -0.117, -0.183, -0.1849, -0.2403, -0.2137, -0.0992, -0.0612, -0.0934, -0.0824, -0.0824, -0.118, -0.1336, -0.1424, -0.1571, -0.1571, -0.0943, -0.0653, 0.0094, -0.0312, -0.0202, -0.0139, 0.0808, 0.0616, 0.0269, 0.0461, 0.0949, 0.0949, -0.0002, -0.0044, -0.0248, -0.0484, -0.079, -0.0145, 0.0113, -0.0443, -0.1422, -0.1123, -0.0943, -0.1704, -0.2562, -0.133, -0.0647, -0.0757, -0.1077, -0.0965, -0.0131, -0.0131, -0.018, 0.0251, 0.0836, -0.014, 0.0131, 0.0329, 0.0686, 0.0561, -0.0818, -0.0836, -0.126, -0.0154, -0.0369, -0.1005, -0.044, -0.029, 0.1277, 0.0879, 0.1373, 0.3075]}
{"unit_id": "orig:1958169464614027714", "ticker_idx": 0, "ts": "2025-08-20T14:09:16+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is my favorite right now in term of valuation", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HIMS on valuation; names it as current favorite.", "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": "@Lifeizgood07 $HIMS is my favorite right now in term of valuation. Not sure what AI will do to $UPST https://t.co/gonYN4JRLV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02766253419531306, "ret_signed_m1d": -0.02766253419531306, "alpha_spy_m1d": -0.030326597178106263, "alpha_c_m1d": -0.030326597178106263, "bench_spy_m1d": 0.0026640629827932027, "bench_c_m1d": 0.0026640629827932027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013370170633391965, "ret_signed_p1d": 0.013370170633391965, "alpha_spy_p1d": 0.017381980439004407, "alpha_c_p1d": 0.017381980439004407, "bench_spy_p1d": -0.004011809805612443, "bench_c_p1d": -0.004011809805612443, "ret_p1w": 0.014522757904702477, "ret_signed_p1w": 0.014522757904702477, "alpha_spy_p1w": 0.0011707221986958505, "alpha_c_p1w": 0.0011707221986958505, "bench_spy_p1w": 0.013352035706006626, "bench_c_p1w": 0.013352035706006626, "ret_p1m": 0.29552787872674946, "ret_signed_p1m": 0.29552787872674946, "alpha_spy_p1m": 0.2576816856908366, "alpha_c_p1m": 0.2576816856908366, "bench_spy_p1m": 0.037846193035912856, "bench_c_p1m": 0.037846193035912856, "ret_p3m": -0.1798063403643766, "ret_signed_p3m": -0.1798063403643766, "alpha_spy_p3m": -0.2258885275826188, "alpha_c_p3m": -0.2258885275826188, "bench_spy_p3m": 0.0460821872182422, "bench_c_p3m": 0.0460821872182422, "ret_p6m": -0.6357768602650397, "ret_signed_p6m": -0.6357768602650397, "alpha_spy_p6m": -0.7095376628629725, "alpha_c_p6m": -0.7095376628629725, "bench_spy_p6m": 0.07376080259793283, "bench_c_p6m": 0.07376080259793283, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29552787872674946, "alpha_spy_stated": 0.2576816856908366, "alpha_c_stated": 0.2576816856908366, "price_path": [0.2639, 0.2639, 0.2301, 0.2296, 0.2079, 0.3038, 0.3087, 0.2616, 0.2358, 0.2165, 0.2985, 0.3107, 0.2736, 0.3269, 0.3174, 0.2789, 0.3781, 0.3656, 0.4078, 0.4078, 0.4804, -0.0323, -0.0099, -0.0454, 0.0669, 0.139, 0.1491, 0.1056, 0.0941, 0.106, 0.106, 0.1162, 0.1286, 0.1812, 0.1588, 0.104, 0.1994, 0.1632, 0.1953, 0.1524, 0.1614, 0.0973, 0.1528, 0.3375, 0.3213, 0.329, 0.3527, 0.3893, 0.5106, 0.5256, 0.4419, 0.4604, 0.2799, 0.1787, 0.1768, 0.1973, 0.1521, 0.1056, 0.1141, 0.0864, 0.0609, 0.0396, -0.0277, 0.0, 0.0134, 0.0274, -0.009, 0.0454, 0.0145, 0.0171, -0.0237, -0.0237, -0.0426, 0.0249, 0.109, 0.116, 0.1443, 0.1017, 0.1014, 0.1932, 0.2794, 0.2439, 0.1731, 0.1607, 0.2955, 0.3329, 0.3301, 0.2909, 0.2275, 0.2649, 0.3462, 0.3628, 0.3075, 0.2981, 0.334, 0.2112, 0.2623, 0.3363, 0.3409, 0.3428, 0.2437, 0.2616, 0.2453, 0.4467, 0.3635, 0.1475, 0.184, 0.1379, 0.0941, 0.1178, 0.1245, 0.1118, 0.0862, 0.0749, 0.0157, 0.0479, 0.0233, -0.0136, 0.0081, -0.0429, -0.0542, -0.0537, -0.0837, -0.1005, -0.169, -0.1475, -0.1798, -0.1641, -0.174, -0.225, -0.1999, -0.1291, -0.145, -0.1148, -0.1148, -0.0834, -0.1353, -0.163, -0.1455, -0.0775, -0.0964, -0.0982, -0.0821, -0.1268, -0.1293, -0.1422, -0.1644, -0.1503, -0.1939, -0.1985, -0.1803, -0.192, -0.1978, -0.2008, -0.2008, -0.2091, -0.2139, -0.2384, -0.2515, -0.2515, -0.2298, -0.1999, -0.1826, -0.1826, -0.2192, -0.2695, -0.2545, -0.2577, -0.278, -0.2801, -0.2766, -0.2766, -0.2976, -0.334, -0.2964, -0.3172, -0.302, -0.3158, -0.3391, -0.3114, -0.3755, -0.3905, -0.4112, -0.4375, -0.4587, -0.4693, -0.5544, -0.6026, -0.6153, -0.6358]}
{"unit_id": "reply:1968420244558340494", "ticker_idx": 0, "ts": "2025-09-17T21:02:12+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I increased my weights on $RKT", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to NBIS (Microsoft deal > mktcap) and increased RKT weight; rotated out of CRWV.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "reply_other", "lang": "en", "tweet_text": "yes, the great Pau said sometimes the best investment is staring in front of you, inside your portfolio. I think a lot about it. Hence i increased my weights on $RKT. I actually added $NBIS today after rotating $CRWV out. the deal with microsoft is bigger than the marketcap. That's all i need to know.", "reply_text": null, "parent_text": "I've decided to stop screwing around with finding new companies to invest in.  Everything has run up.\n\nMy focus will be on continuing to build my $NBIS position.  Still feels like a tremendous opportunity under $100 to me.  Needs to be my top 3.\n\nNFA of course.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": 0.0009460954749822559, "ret_signed_m1d": 0.0009460954749822559, "alpha_spy_m1d": 0.005596864296175896, "alpha_c_m1d": 0.005596864296175896, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.0046507688211936404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02980128566489415, "ret_signed_p1d": -0.02980128566489415, "alpha_spy_p1d": -0.03475415411578742, "alpha_c_p1d": -0.03475415411578742, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": 0.004952868450893266, "ret_p1w": -0.09886472151987358, "ret_signed_p1w": -0.09886472151987358, "alpha_spy_p1w": -0.09526254219066332, "alpha_c_p1w": -0.09526254219066332, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.0036021793292102533, "ret_p1m": -0.2119205142659577, "ret_signed_p1m": -0.2119205142659577, "alpha_spy_p1m": -0.21791815170148787, "alpha_c_p1m": -0.21791815170148787, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.005997637435530168, "ret_p3m": -0.13812678148532842, "ret_signed_p3m": -0.13812678148532842, "alpha_spy_p3m": -0.16604956511816304, "alpha_c_p3m": -0.16604956511816304, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": 0.027922783632834625, "ret_p6m": -0.33112579226248007, "ret_signed_p6m": -0.33112579226248007, "alpha_spy_p6m": -0.3369068721596321, "alpha_c_p6m": -0.3369068721596321, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": 0.005781079897152042, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2119205142659577, "alpha_spy_stated": -0.21791815170148787, "alpha_c_stated": -0.21791815170148787, "price_path": [-0.3051, -0.2928, -0.3221, -0.3146, -0.3273, -0.3292, -0.315, -0.3108, -0.3264, -0.3264, -0.3609, -0.35, -0.3401, -0.3477, -0.3529, -0.3401, -0.3704, -0.3567, -0.3482, -0.3382, -0.2886, -0.2431, -0.2332, -0.2971, -0.2904, -0.2886, -0.281, -0.3065, -0.3013, -0.2176, -0.2015, -0.1471, -0.1429, -0.1698, -0.2048, -0.1906, -0.1358, -0.0719, -0.1145, -0.1235, -0.1566, -0.1277, -0.1599, -0.1684, -0.0913, -0.114, -0.1041, -0.1447, -0.1537, -0.1594, -0.1594, -0.1883, -0.1542, -0.0941, -0.0416, -0.0312, -0.0322, -0.0114, -0.0014, -0.0019, -0.0019, -0.0175, 0.0009, 0.0, -0.0298, -0.0624, -0.0719, -0.0733, -0.0989, -0.0771, -0.0473, -0.0833, -0.0733, -0.131, -0.158, -0.1987, -0.2299, -0.2327, -0.2308, -0.2247, -0.2214, -0.1996, -0.2086, -0.2171, -0.2119, -0.1897, -0.1939, -0.1798, -0.167, -0.1547, -0.141, -0.1717, -0.2318, -0.246, -0.2119, -0.201, -0.2072, -0.2289, -0.2616, -0.2356, -0.1921, -0.1556, -0.1518, -0.1887, -0.1935, -0.2233, -0.1973, -0.2062, -0.2351, -0.175, -0.1429, -0.07, -0.0662, -0.0662, -0.0549, -0.0393, -0.0658, -0.0676, -0.0828, -0.0998, -0.1102, -0.1017, -0.0899, -0.0842, -0.1149, -0.1391, -0.1381, -0.141, -0.1178, -0.0974, -0.0904, -0.0974, -0.0799, -0.0799, -0.0818, -0.0837, -0.0511, -0.0842, -0.0842, -0.0596, -0.0019, 0.0033, 0.0066, 0.0047, 0.1017, 0.0965, 0.0766, 0.0724, 0.1088, 0.0993, 0.0993, 0.043, 0.0038, 0.017, -0.0033, 0.0033, -0.0052, -0.018, -0.0175, -0.1518, -0.1121, -0.0374, -0.0539, -0.0918, -0.1069, -0.0724, -0.0421, -0.1206, -0.1604, -0.1164, -0.1164, -0.131, -0.1272, -0.132, -0.1495, -0.1916, -0.1623, -0.1802, -0.1594, -0.1395, -0.2058, -0.2228, -0.2133, -0.2592, -0.2928, -0.2625, -0.2668, -0.2833, -0.3103, -0.3311]}
{"unit_id": "reply:1968420244558340494", "ticker_idx": 1, "ts": "2025-09-17T21:02:12+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 actually added $NBIS today after rotating $CRWV out. the deal with microsoft is bigger than the marketcap. That's all i need to know.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to NBIS (Microsoft deal > mktcap) and increased RKT weight; rotated out of CRWV.", "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": "yes, the great Pau said sometimes the best investment is staring in front of you, inside your portfolio. I think a lot about it. Hence i increased my weights on $RKT. I actually added $NBIS today after rotating $CRWV out. the deal with microsoft is bigger than the marketcap. That's all i need to know.", "reply_text": null, "parent_text": "I've decided to stop screwing around with finding new companies to invest in.  Everything has run up.\n\nMy focus will be on continuing to build my $NBIS position.  Still feels like a tremendous opportunity under $100 to me.  Needs to be my top 3.\n\nNFA of course.", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.00042499909009829917, "ret_signed_m1d": -0.00042499909009829917, "alpha_spy_m1d": 0.004225769731095341, "alpha_c_m1d": 0.0003317494287072842, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.0007567485188055834, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05514231471056985, "ret_signed_p1d": 0.05514231471056985, "alpha_spy_p1d": 0.050189446259676584, "alpha_c_p1d": 0.051021871320510614, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": 0.004120443390059236, "ret_p1w": 0.14683382162699843, "ret_signed_p1w": 0.14683382162699843, "alpha_spy_p1w": 0.15043600095620868, "alpha_c_p1w": 0.15929467439403522, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": -0.01246085276703679, "ret_p1m": 0.20526985902075778, "ret_signed_p1m": 0.20526985902075778, "alpha_spy_p1m": 0.19927222158522762, "alpha_c_p1m": 0.23536680455402836, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": -0.03009694553327058, "ret_p3m": -0.13992780932869353, "ret_signed_p3m": -0.13992780932869353, "alpha_spy_p3m": -0.16785059296152816, "alpha_c_p3m": -0.12426040605189259, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": -0.01566740327680094, "ret_p6m": 0.20006368096227, "ret_signed_p6m": 0.20006368096227, "alpha_spy_p6m": 0.19428260106511797, "alpha_c_p6m": 0.23116890993277828, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": -0.03110522897050827, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20526985902075778, "alpha_spy_stated": 0.19927222158522762, "alpha_c_stated": 0.23536680455402836, "price_path": [-0.4955, -0.4579, -0.4845, -0.4411, -0.4492, -0.4121, -0.4655, -0.4691, -0.4661, -0.4661, -0.4917, -0.4996, -0.5107, -0.5067, -0.5293, -0.448, -0.4313, -0.4336, -0.4296, -0.4391, -0.4436, -0.458, -0.4488, -0.4458, -0.4542, -0.4395, -0.4645, -0.4551, -0.4217, -0.4475, -0.4245, -0.4138, -0.4147, -0.3061, -0.2692, -0.2537, -0.1996, -0.2496, -0.2726, -0.2391, -0.2293, -0.2861, -0.2831, -0.2969, -0.2671, -0.2561, -0.2512, -0.2552, -0.2346, -0.2741, -0.2741, -0.3017, -0.3025, -0.3103, -0.3044, -0.3194, 0.017, -0.0078, -0.0524, -0.0394, -0.0336, -0.0498, -0.0004, 0.0, 0.0551, 0.1326, 0.1453, 0.203, 0.1468, 0.1443, 0.1711, 0.1928, 0.2283, 0.3373, 0.3598, 0.3275, 0.2505, 0.2962, 0.4093, 0.3768, 0.4392, 0.3616, 0.3369, 0.3073, 0.2053, 0.1581, 0.1079, 0.0478, 0.1279, 0.2459, 0.3327, 0.2944, 0.3292, 0.3194, 0.3899, 0.28, 0.1745, 0.2431, 0.1628, 0.1823, 0.1682, 0.0861, 0.0025, -0.0583, -0.1124, -0.0865, -0.038, 0.0101, -0.1007, -0.1154, -0.0236, -0.0557, 0.0061, 0.0061, 0.008, 0.0641, 0.0248, 0.051, 0.0922, 0.0416, 0.066, 0.0243, -0.0056, 0.0017, -0.0683, -0.1379, -0.1399, -0.1984, -0.1703, -0.0495, -0.0095, -0.0435, -0.0318, -0.0318, -0.0694, -0.0858, -0.0951, -0.1107, -0.1107, -0.0443, -0.0137, 0.065, 0.0222, 0.0338, 0.0405, 0.1404, 0.1202, 0.0835, 0.1038, 0.1552, 0.1552, 0.0549, 0.0505, 0.029, 0.004, -0.0283, 0.0398, 0.067, 0.0084, -0.0949, -0.0633, -0.0443, -0.1246, -0.2152, -0.0852, -0.0132, -0.0248, -0.0585, -0.0466, 0.0413, 0.0413, 0.0361, 0.0816, 0.1433, 0.0404, 0.069, 0.0899, 0.1275, 0.1143, -0.0311, -0.033, -0.0778, 0.0389, 0.0163, -0.0509, 0.0087, 0.0245, 0.1899, 0.1479, 0.2001]}
{"unit_id": "orig:1947735780006273457", "ticker_idx": 0, "ts": "2025-07-22T19:09:31+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short term target: $420 by Sept 1", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long TSLA to $420 by Sept 1 on double-bottom breakout above $350 neckline.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "My annotations on $TSLA\n\nWe're coming out from a double bottom. The price is moving nicely above the last leg I drew 2 weeks ago.  If we get above $350 (the neckline), we could see optimism, and higher buy backs coupled with good catalysts. Short term target: $420 by Sept 1. https://t.co/5YevRmQKr5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01089998878942311, "ret_signed_m1d": -0.01089998878942311, "alpha_spy_m1d": -0.010756813852318525, "alpha_c_m1d": -0.0008769589194723704, "bench_spy_m1d": -0.0001431749371045843, "bench_c_m1d": -0.01002302986995074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013550095657464123, "ret_signed_p1d": 0.0013550095657464123, "alpha_spy_p1d": -0.007152466786101153, "alpha_c_p1d": -0.0033903616649955115, "bench_spy_p1d": 0.008507476351847565, "bench_c_p1d": 0.004745371230741924, "ret_p1w": -0.032850482146696836, "ret_signed_p1w": -0.032850482146696836, "alpha_spy_p1w": -0.04302758041759702, "alpha_c_p1w": -0.029036426335560694, "bench_spy_p1w": 0.010177098270900187, "bench_c_p1w": -0.003814055811136141, "ret_p1m": -0.024720700422142583, "ret_signed_p1m": -0.024720700422142583, "alpha_spy_p1m": -0.03942974176731573, "alpha_c_p1m": -0.034034195609493834, "bench_spy_p1m": 0.014709041345173146, "bench_c_p1m": 0.00931349518735125, "ret_p3m": 0.322784670546874, "ret_signed_p3m": 0.322784670546874, "alpha_spy_p3m": 0.2633565714988646, "alpha_c_p3m": 0.2813021931687478, "bench_spy_p3m": 0.059428099048009386, "bench_c_p3m": 0.04148247737812616, "ret_p6m": 0.32245349907834364, "ret_signed_p6m": 0.32245349907834364, "alpha_spy_p6m": 0.2183611982492537, "alpha_c_p6m": 0.23403479777914638, "bench_spy_p6m": 0.10409230082908993, "bench_c_p6m": 0.08841870129919727, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.024720700422142583, "alpha_spy_stated": -0.03942974176731573, "alpha_c_stated": -0.034034195609493834, "price_path": [-0.2186, -0.142, -0.1392, -0.1207, -0.1504, -0.1553, -0.1352, -0.1561, -0.1709, -0.1683, -0.1424, -0.1019, -0.0413, 0.0059, 0.0469, 0.0322, 0.0538, 0.0301, 0.0353, 0.0076, 0.0269, 0.0218, 0.0218, 0.0927, 0.0746, 0.0793, 0.0432, 0.0319, 0.0366, -0.0002, -0.1428, -0.1113, -0.0709, -0.0181, -0.0171, -0.0391, -0.0205, -0.009, -0.0475, -0.0303, -0.0303, -0.03, 0.0499, 0.0252, -0.0137, -0.0191, -0.0255, -0.0435, -0.0945, -0.0496, -0.0505, -0.0505, -0.1149, -0.1033, -0.1091, -0.067, -0.056, -0.0458, -0.0642, -0.0314, -0.0382, -0.0074, -0.0109, 0.0, 0.0014, -0.0807, -0.0483, -0.0196, -0.0329, -0.0394, -0.0718, -0.0888, -0.0688, -0.0704, -0.0367, -0.0296, -0.0074, 0.0208, 0.0263, 0.0219, 0.0104, -0.0047, 0.0092, -0.0084, -0.0247, -0.0361, 0.0238, 0.0436, 0.0589, 0.0527, 0.0418, 0.0053, 0.0053, -0.0083, 0.006, 0.0193, 0.0564, 0.043, 0.0447, 0.0472, 0.1105, 0.1922, 0.2347, 0.2695, 0.2823, 0.2552, 0.2829, 0.3074, 0.2823, 0.3333, 0.2748, 0.3261, 0.3345, 0.3391, 0.3835, 0.3128, 0.2942, 0.3648, 0.3041, 0.3209, 0.3114, 0.245, 0.3125, 0.2925, 0.3103, 0.291, 0.3228, 0.3472, 0.3327, 0.3218, 0.3519, 0.306, 0.3623, 0.3867, 0.3896, 0.3252, 0.3747, 0.4103, 0.3377, 0.3913, 0.3427, 0.2933, 0.3406, 0.3237, 0.2966, 0.2104, 0.2175, 0.2313, 0.2082, 0.2164, 0.1901, 0.1776, 0.258, 0.2628, 0.2845, 0.2845, 0.2953, 0.2952, 0.2925, 0.3452, 0.3686, 0.37, 0.3236, 0.3404, 0.3593, 0.3456, 0.382, 0.4312, 0.4751, 0.4069, 0.4555, 0.4489, 0.4716, 0.462, 0.4616, 0.4616, 0.4308, 0.384, 0.3683, 0.3541, 0.3541, 0.3191, 0.36, 0.3037, 0.299, 0.3122, 0.3399, 0.3518, 0.3465, 0.3225]}
{"unit_id": "reply:1948163599962149061", "ticker_idx": 0, "ts": "2025-07-23T23:29:32+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hims", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names HIMS as a meme stock that is fundamentally undervalued with outstanding growth and retail support.", "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": "reply_other", "lang": "en", "tweet_text": "@TheLongInvest Hims", "reply_text": null, "parent_text": "Hear me out:\n\nA meme stock\n\nBut is fundamentally undervalued with outstanding growth\n\nAnd the retail investor gets behind it.", "quoted_text": null, "parent_author": "TheLongInvest", "ret_m1d": 0.012212155733885233, "ret_signed_m1d": 0.012212155733885233, "alpha_spy_m1d": 0.01254307584060843, "alpha_c_m1d": 0.01254307584060843, "bench_spy_m1d": -0.00033092010672319816, "bench_c_m1d": -0.00033092010672319816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0057571848013195925, "ret_signed_p1d": 0.0057571848013195925, "alpha_spy_p1d": 0.0015328466488284676, "alpha_c_p1d": 0.0015328466488284676, "bench_spy_p1d": 0.004224338152491125, "bench_c_p1d": 0.004224338152491125, "ret_p1w": 0.15457084189676973, "ret_signed_p1w": 0.15457084189676973, "alpha_spy_p1w": 0.15825911282170313, "alpha_c_p1w": 0.15825911282170313, "bench_spy_p1w": -0.003688270924933401, "bench_c_p1w": -0.003688270924933401, "ret_p1m": -0.2224354512889377, "ret_signed_p1m": -0.2224354512889377, "alpha_spy_p1m": -0.239600788876569, "alpha_c_p1m": -0.239600788876569, "bench_spy_p1m": 0.01716533758763128, "bench_c_p1m": 0.01716533758763128, "ret_p3m": -0.13886948930307508, "ret_signed_p3m": -0.13886948930307508, "alpha_spy_p3m": -0.19991909356562165, "alpha_c_p3m": -0.19991909356562165, "bench_spy_p3m": 0.061049604262546575, "bench_c_p3m": 0.061049604262546575, "ret_p6m": -0.4525471157041877, "ret_signed_p6m": -0.4525471157041877, "alpha_spy_p6m": -0.5490242367420589, "alpha_c_p6m": -0.5490242367420589, "bench_spy_p6m": 0.0964771210378712, "bench_c_p6m": 0.0964771210378712, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2224354512889377, "alpha_spy_stated": -0.239600788876569, "alpha_c_stated": -0.239600788876569, "price_path": [-0.5031, -0.3887, -0.4225, -0.3692, -0.2879, -0.2694, -0.137, -0.0867, -0.1033, -0.0935, -0.0368, 0.1165, 0.0663, 0.022, 0.1279, 0.0876, 0.0679, 0.0119, -0.0663, -0.0434, -0.0434, -0.0691, -0.0694, -0.0858, -0.0133, -0.0096, -0.0452, -0.0647, -0.0794, -0.0173, -0.008, -0.0361, 0.0042, -0.003, -0.0321, 0.0429, 0.0335, 0.0654, 0.0654, 0.1204, -0.2676, -0.2507, -0.2776, -0.1926, -0.138, -0.1303, -0.1633, -0.172, -0.1629, -0.1629, -0.1553, -0.1458, -0.1061, -0.123, -0.1645, -0.0923, -0.1197, -0.0954, -0.1279, -0.1211, -0.1696, -0.1275, 0.0122, 0.0, 0.0058, 0.0237, 0.0515, 0.1432, 0.1546, 0.0912, 0.1052, -0.0314, -0.108, -0.1094, -0.0939, -0.1281, -0.1633, -0.1568, -0.1778, -0.1971, -0.2132, -0.2641, -0.2432, -0.2331, -0.2224, -0.25, -0.2088, -0.2322, -0.2303, -0.2612, -0.2612, -0.2755, -0.2244, -0.1607, -0.1554, -0.134, -0.1663, -0.1664, -0.097, -0.0318, -0.0586, -0.1122, -0.1216, -0.0195, 0.0087, 0.0066, -0.023, -0.071, -0.0427, 0.0188, 0.0314, -0.0105, -0.0176, 0.0096, -0.0834, -0.0447, 0.0113, 0.0148, 0.0162, -0.0588, -0.0452, -0.0576, 0.0949, 0.0319, -0.1315, -0.104, -0.1389, -0.172, -0.154, -0.149, -0.1586, -0.1779, -0.1865, -0.2313, -0.2069, -0.2256, -0.2535, -0.2371, -0.2756, -0.2842, -0.2838, -0.3065, -0.3193, -0.3711, -0.3548, -0.3793, -0.3674, -0.3749, -0.4135, -0.3945, -0.3409, -0.3529, -0.3301, -0.3301, -0.3064, -0.3456, -0.3665, -0.3533, -0.3018, -0.3161, -0.3175, -0.3053, -0.3391, -0.3411, -0.3508, -0.3676, -0.3569, -0.3899, -0.3934, -0.3796, -0.3885, -0.3929, -0.3952, -0.3952, -0.4014, -0.4051, -0.4236, -0.4335, -0.4335, -0.4171, -0.3945, -0.3814, -0.3814, -0.4091, -0.4471, -0.4358, -0.4382, -0.4536, -0.4552, -0.4525]}
{"unit_id": "quote:1968639094818279925", "ticker_idx": 0, "ts": "2025-09-18T11:31:50+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 200 $intc calls are finally going to print!", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 200 INTC calls, bullish on the 29% rip continuing to deliver gains.", "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": "It finally it happened. My 200 $intc calls are finally going to print!", "reply_text": null, "parent_text": null, "quoted_text": "HOLY MOLY $INTC JUST RIPPED 29% ON THE NEWS\n\n$NVDA is handing Intel a second act in the digital economy  👀 https://t.co/2sV8Qafi9H", "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.1808251923465105, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.0046507688211936404, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.037337552160451204, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.004952868450893266, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.11547663198815528, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.0036021793292102533, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.20466636946661376, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.005997637435530168, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.19255486588470672, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922783632834625, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.49143844626178845, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.005781079897152042, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21066400690214393, "alpha_spy_stated": 0.20466636946661376, "alpha_c_stated": 0.12907909326036093, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "reply:1945291220197999099", "ticker_idx": 0, "ts": "2025-07-16T01:15:43+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you are long term yes", "tweet_type": "prediction", "timeline": "years", "summary": "Still bullish RKLB at current price for long-term holders.", "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": "reply_other", "lang": "en", "tweet_text": "@KesavanBhargav yes. but people sell for different reason, a new car, new opportunity, new house...  but if you are long term yes", "reply_text": null, "parent_text": "@DeepValueBagger Would you still add $RKLB at this price point?", "quoted_text": null, "parent_author": "KesavanBhargav", "ret_m1d": -0.06479346281333975, "ret_signed_m1d": -0.06479346281333975, "alpha_spy_m1d": -0.06146132933146342, "alpha_c_m1d": -0.061269774765981055, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.0035236880473586973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07632634324101462, "ret_signed_p1d": 0.07632634324101462, "alpha_spy_p1d": 0.07020670536350004, "alpha_c_p1d": 0.06708493392609416, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009241409314920457, "ret_p1w": 0.03061444624056331, "ret_signed_p1w": 0.03061444624056331, "alpha_spy_p1w": 0.014610319357903023, "alpha_c_p1w": 0.008541456822005689, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.02207298941855762, "ret_p1m": -0.10232747733158676, "ret_signed_p1m": -0.10232747733158676, "alpha_spy_p1m": -0.1355369995715634, "alpha_c_p1m": -0.1071145429755358, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.00478706564394904, "ret_p3m": 0.37177605478702125, "ret_signed_p3m": 0.37177605478702125, "alpha_spy_p3m": 0.3066415203302104, "alpha_c_p3m": 0.36063480095129075, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.011141253835730502, "ret_p6m": 0.742084382961701, "ret_signed_p6m": 0.742084382961701, "alpha_spy_p6m": 0.6311543425401192, "alpha_c_p6m": 0.669133189411534, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.07295119355016699, "ret_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": [-0.5861, -0.6089, -0.6008, -0.5745, -0.5412, -0.5307, -0.5246, -0.5303, -0.5431, -0.5362, -0.5179, -0.5286, -0.5309, -0.5326, -0.5156, -0.5699, -0.5542, -0.5423, -0.494, -0.4712, -0.4638, -0.459, -0.4548, -0.4722, -0.4586, -0.467, -0.467, -0.3969, -0.3934, -0.4265, -0.4382, -0.4422, -0.4397, -0.4357, -0.4454, -0.3936, -0.3785, -0.4303, -0.4263, -0.4464, -0.4672, -0.4433, -0.446, -0.416, -0.416, -0.3701, -0.3126, -0.2984, -0.3217, -0.2422, -0.2581, -0.2499, -0.2801, -0.2518, -0.2523, -0.2523, -0.1847, -0.1877, -0.1793, -0.1801, -0.1816, -0.0939, -0.0648, 0.0, 0.0763, 0.0776, -0.0105, -0.017, 0.0306, 0.0092, -0.0055, -0.0541, -0.0818, -0.0262, -0.0371, -0.0604, -0.0661, -0.0616, -0.0753, -0.073, -0.0629, -0.056, -0.0893, -0.0983, -0.1023, -0.0717, -0.057, -0.142, -0.1468, -0.1292, -0.0694, -0.0099, 0.0092, -0.0302, 0.0046, 0.0191, 0.0191, 0.034, -0.0872, -0.0986, -0.0388, 0.0008, -0.0138, -0.0319, 0.0155, 0.1185, 0.1332, -0.0093, 0.0082, -0.0107, 0.0021, 0.0445, 0.1095, 0.021, -0.0222, -0.03, -0.0143, 0.0046, 0.0059, 0.1002, 0.1776, 0.2267, 0.2898, 0.3695, 0.3927, 0.3475, 0.3718, 0.4265, 0.4525, 0.4049, 0.3896, 0.4122, 0.3714, 0.27, 0.333, 0.3537, 0.376, 0.3368, 0.3873, 0.2774, 0.3206, 0.2862, 0.1862, 0.1831, 0.0403, 0.0828, 0.0883, 0.0744, 0.0478, -0.0512, -0.0451, -0.0918, -0.103, -0.0853, -0.1722, -0.155, -0.1099, -0.1067, -0.1208, -0.1208, -0.1164, -0.1535, -0.1214, -0.0623, 0.0352, 0.0286, 0.0811, 0.1204, 0.2061, 0.3321, 0.2894, 0.1619, 0.1636, 0.1315, 0.2564, 0.4787, 0.6261, 0.6184, 0.6184, 0.6184, 0.4814, 0.4703, 0.4772, 0.4628, 0.4628, 0.5934, 0.6385, 0.8039, 0.7631, 0.7421]}
{"unit_id": "quote:1941605403512504712", "ticker_idx": 0, "ts": "2025-07-05T21:09:36+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes $rklb on Monday. Iron Dome included in BBB.", "tweet_type": "news_reaction", "timeline": "days", "summary": "Bullish RKLB on Iron Dome inclusion in the Big Beautiful Bill.", "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": "Yes $rklb on Monday. Iron Dome included in BBB. (live view) https://t.co/LvbWq2NKbW", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger You do have $RKLB as a hedge so that's kinda nice", "parent_author": null, "ret_m1d": -0.08281895916262683, "ret_signed_m1d": -0.08281895916262683, "alpha_spy_m1d": -0.09032687989820076, "alpha_c_m1d": -0.08631122402172331, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.0034922648590964833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003600807248003046, "ret_signed_p1d": -0.003600807248003046, "alpha_spy_p1d": -0.003053071952990538, "alpha_c_p1d": -0.0033321794740294175, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0002686277739736287, "ret_p1w": 0.11136825867806821, "ret_signed_p1w": 0.11136825867806821, "alpha_spy_p1w": 0.10471440332353565, "alpha_c_p1w": 0.09719772841120178, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.014170530266866432, "ret_p1m": 0.15097733463538, "ret_signed_p1m": 0.15097733463538, "alpha_spy_p1m": 0.13923229512466495, "alpha_c_p1m": 0.1381499432383817, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.012827391396998289, "ret_p3m": 0.34953703135910663, "ret_signed_p3m": 0.34953703135910663, "alpha_spy_p3m": 0.26834335219856054, "alpha_c_p3m": 0.3096642828682954, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.03987274849081124, "ret_p6m": 0.8119854684370602, "ret_signed_p6m": 0.8119854684370602, "alpha_spy_p6m": 0.6987704024453472, "alpha_c_p6m": 0.7535289301377253, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.05845653829933495, "ret_p1y": 1.196759293099725, "ret_signed_p1y": 1.196759293099725, "alpha_spy_p1y": 1.002320123732495, "alpha_c_p1y": 0.9708863073279668, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.2258729857717583, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.11136825867806821, "alpha_spy_stated": 0.10471440332353565, "alpha_c_stated": 0.09719772841120178, "price_path": [-0.4704, -0.4951, -0.4951, -0.508, -0.4581, -0.4862, -0.4923, -0.4923, -0.5203, -0.5103, -0.4781, -0.4372, -0.4244, -0.4169, -0.4239, -0.4396, -0.4311, -0.4087, -0.4218, -0.4246, -0.4267, -0.4059, -0.4725, -0.4532, -0.4385, -0.3794, -0.3513, -0.3423, -0.3364, -0.3313, -0.3526, -0.3359, -0.3462, -0.3462, -0.2603, -0.2559, -0.2966, -0.311, -0.3158, -0.3128, -0.3079, -0.3197, -0.2562, -0.2377, -0.3012, -0.2963, -0.321, -0.3465, -0.3171, -0.3205, -0.2837, -0.2837, -0.2274, -0.1569, -0.1394, -0.168, -0.0705, -0.09, -0.08, -0.117, -0.0823, -0.0828, -0.0828, 0.0, -0.0036, 0.0067, 0.0057, 0.0039, 0.1114, 0.1471, 0.2266, 0.3202, 0.3218, 0.2137, 0.2058, 0.2641, 0.2379, 0.2199, 0.1602, 0.1263, 0.1944, 0.1811, 0.1525, 0.1456, 0.151, 0.1343, 0.1371, 0.1494, 0.1579, 0.117, 0.106, 0.1011, 0.1386, 0.1566, 0.0525, 0.0466, 0.0682, 0.1415, 0.2145, 0.2379, 0.1896, 0.2323, 0.25, 0.25, 0.2683, 0.1196, 0.1057, 0.179, 0.2276, 0.2096, 0.1875, 0.2456, 0.3719, 0.3899, 0.2151, 0.2366, 0.2135, 0.2292, 0.2811, 0.3609, 0.2523, 0.1993, 0.1898, 0.2091, 0.2323, 0.2338, 0.3495, 0.4444, 0.5046, 0.582, 0.6798, 0.7083, 0.6528, 0.6826, 0.7497, 0.7816, 0.7233, 0.7045, 0.7323, 0.6821, 0.5577, 0.635, 0.6605, 0.6878, 0.6397, 0.7016, 0.5669, 0.6199, 0.5777, 0.455, 0.4511, 0.276, 0.3282, 0.3349, 0.3179, 0.2852, 0.1638, 0.1713, 0.1139, 0.1003, 0.1219, 0.0154, 0.0365, 0.0918, 0.0957, 0.0784, 0.0784, 0.0838, 0.0383, 0.0777, 0.1502, 0.2698, 0.2617, 0.3261, 0.3742, 0.4794, 0.634, 0.5815, 0.4252, 0.4272, 0.3879, 0.5412, 0.8138, 0.9946, 0.9851, 0.9851, 0.9851, 0.8171, 0.8035, 0.812]}
{"unit_id": "reply:1948030687455358994", "ticker_idx": 0, "ts": "2025-07-23T14:41:23+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $HOOD over $COIN", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long-term long HOOD over COIN; long HIMS over TEM on superior revenue growth track record in medical+AI.", "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": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 I'm long term investor. I like $HOOD over $COIN. COIN ended running up too, so that's nice.  \n\nI like HIMS over TEM in the medical+ai space. More track record of growing revenue from $HIMS\n\nhttps://t.co/T78YUiUkXs", "reply_text": null, "parent_text": "@DeepValueBagger Gawd \nIt’s been so frustrating \nJust like coin \nSadly coin I sold in middle of spike since I was not patient rekt", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": -0.002253167641143472, "ret_signed_m1d": -0.002253167641143472, "alpha_spy_m1d": 0.006182542109489653, "alpha_c_m1d": 0.005656439104368305, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.007909606745511777, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0014694506581922617, "ret_signed_p1d": -0.0014694506581922617, "alpha_spy_p1d": -0.0018004803092828148, "alpha_c_p1d": -0.0009044162151663482, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.0005650344430259135, "ret_p1w": 0.03938084415123355, "ret_signed_p1w": 0.03938084415123355, "alpha_spy_p1w": 0.038986761233268385, "alpha_c_p1w": 0.04691378558630721, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.007532941435073659, "ret_p1m": 0.04134013660861169, "ret_signed_p1m": 0.04134013660861169, "alpha_spy_p1m": 0.03922736564619789, "alpha_c_p1m": 0.04887307804368535, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": -0.007532941435073659, "ret_p3m": 0.3303291596380522, "ret_signed_p3m": 0.3303291596380522, "alpha_spy_p3m": 0.26891245587407386, "alpha_c_p3m": 0.3328944670777064, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": -0.0025653074396542186, "ret_p6m": 0.08101485594361058, "ret_signed_p6m": 0.08101485594361058, "alpha_spy_p6m": -0.016745050254924454, "alpha_c_p6m": 0.050136617327777966, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.03087823861583261, "ret_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": [-0.5156, -0.5207, -0.5164, -0.5189, -0.5433, -0.524, -0.5293, -0.523, -0.5103, -0.4703, -0.4646, -0.4374, -0.387, -0.3986, -0.4056, -0.395, -0.3704, -0.3641, -0.3744, -0.3655, -0.3812, -0.3812, -0.3533, -0.3619, -0.3735, -0.352, -0.3341, -0.2974, -0.292, -0.2897, -0.2665, -0.281, -0.2897, -0.2665, -0.2766, -0.2888, -0.2481, -0.2658, -0.2325, -0.2325, -0.231, -0.2521, -0.1966, -0.1894, -0.172, -0.1866, -0.0828, -0.0955, -0.0402, -0.0752, -0.0752, -0.0844, -0.1059, -0.0739, -0.0331, -0.0366, -0.0208, -0.0249, 0.0115, 0.033, 0.075, 0.0221, -0.0023, 0.0, -0.0015, 0.0271, 0.0459, 0.0121, 0.0394, 0.0095, -0.0214, 0.042, 0.0331, 0.035, 0.0896, 0.1229, 0.113, 0.1177, 0.0641, 0.0845, 0.1184, 0.1268, 0.0531, 0.0319, 0.0413, 0.0709, 0.0574, 0.0658, 0.0082, 0.0158, 0.0191, 0.0191, -0.0121, -0.0123, 0.0081, -0.0081, 0.1489, 0.1609, 0.1507, 0.1535, 0.1269, 0.1249, 0.1499, 0.1622, 0.1845, 0.2224, 0.2235, 0.2363, 0.2422, 0.2015, 0.193, 0.3393, 0.4026, 0.363, 0.4273, 0.4564, 0.4132, 0.4205, 0.478, 0.4935, 0.3613, 0.3781, 0.322, 0.3142, 0.2876, 0.2726, 0.3303, 0.2915, 0.2463, 0.3159, 0.3694, 0.4289, 0.4327, 0.4185, 0.3526, 0.4379, 0.4408, 0.3401, 0.3958, 0.2449, 0.277, 0.3311, 0.2924, 0.3027, 0.1905, 0.2, 0.1361, 0.1197, 0.1575, 0.0405, 0.0511, 0.1263, 0.1322, 0.2559, 0.2559, 0.2587, 0.2073, 0.2338, 0.3092, 0.3429, 0.2926, 0.3365, 0.3294, 0.329, 0.2087, 0.1707, 0.1291, 0.1697, 0.1344, 0.1477, 0.1888, 0.1988, 0.1779, 0.1799, 0.1799, 0.1572, 0.1504, 0.131, 0.108, 0.108, 0.1286, 0.2073, 0.1922, 0.1459, 0.1304, 0.1292, 0.1513, 0.1779, 0.1723, 0.081]}
{"unit_id": "reply:1948030687455358994", "ticker_idx": 1, "ts": "2025-07-23T14:41:23+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like HIMS over TEM in the medical+ai space. More track record of growing revenue from $HIMS", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long-term long HOOD over COIN; long HIMS over TEM on superior revenue growth track record in medical+AI.", "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": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 I'm long term investor. I like $HOOD over $COIN. COIN ended running up too, so that's nice.  \n\nI like HIMS over TEM in the medical+ai space. More track record of growing revenue from $HIMS\n\nhttps://t.co/T78YUiUkXs", "reply_text": null, "parent_text": "@DeepValueBagger Gawd \nIt’s been so frustrating \nJust like coin \nSadly coin I sold in middle of spike since I was not patient rekt", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": -0.1380558785424596, "ret_signed_m1d": -0.1380558785424596, "alpha_spy_m1d": -0.12962016879182647, "alpha_c_m1d": -0.12962016879182647, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.008435709750633125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012064818293978208, "ret_signed_p1d": -0.012064818293978208, "alpha_spy_p1d": -0.01239584794506876, "alpha_c_p1d": -0.01239584794506876, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": 0.00033102965109055305, "ret_p1w": 0.12943809483421487, "ret_signed_p1w": 0.12943809483421487, "alpha_spy_p1w": 0.1290440119162497, "alpha_c_p1w": 0.1290440119162497, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": 0.00039408291796516615, "ret_p1m": -0.242330252712186, "ret_signed_p1m": -0.242330252712186, "alpha_spy_p1m": -0.2444430236745998, "alpha_c_p1m": -0.2444430236745998, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": 0.0021127709624138014, "ret_p3m": -0.11478800060093641, "ret_signed_p3m": -0.11478800060093641, "alpha_spy_p3m": -0.17620470436491475, "alpha_c_p3m": -0.17620470436491475, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.06141670376397834, "ret_p6m": -0.4617373440910162, "ret_signed_p6m": -0.4617373440910162, "alpha_spy_p6m": -0.5594972502895512, "alpha_c_p6m": -0.5594972502895512, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.09775990619853503, "ret_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": [-0.5159, -0.5091, -0.3961, -0.4295, -0.3768, -0.2964, -0.2782, -0.1474, -0.0977, -0.1141, -0.1044, -0.0484, 0.1031, 0.0534, 0.0097, 0.1143, 0.0745, 0.055, -0.0003, -0.0776, -0.055, -0.055, -0.0803, -0.0807, -0.0969, -0.0252, -0.0215, -0.0567, -0.076, -0.0905, -0.0291, -0.02, -0.0477, -0.0079, -0.015, -0.0438, 0.0303, 0.021, 0.0526, 0.0526, 0.1069, -0.2765, -0.2597, -0.2863, -0.2023, -0.1484, -0.1408, -0.1734, -0.182, -0.173, -0.173, -0.1655, -0.1562, -0.1169, -0.1336, -0.1746, -0.1032, -0.1303, -0.1063, -0.1384, -0.1317, -0.1796, -0.1381, 0.0, -0.0121, -0.0064, 0.0114, 0.0388, 0.1294, 0.1406, 0.0781, 0.0919, -0.0431, -0.1188, -0.1201, -0.1048, -0.1386, -0.1734, -0.167, -0.1877, -0.2068, -0.2227, -0.273, -0.2523, -0.2423, -0.2318, -0.259, -0.2184, -0.2415, -0.2396, -0.2701, -0.2701, -0.2842, -0.2337, -0.1708, -0.1656, -0.1444, -0.1763, -0.1765, -0.1079, -0.0434, -0.07, -0.1229, -0.1322, -0.0314, -0.0034, -0.0055, -0.0348, -0.0822, -0.0543, 0.0065, 0.019, -0.0224, -0.0295, -0.0026, -0.0945, -0.0562, -0.0009, 0.0026, 0.004, -0.0701, -0.0567, -0.0689, 0.0817, 0.0195, -0.142, -0.1148, -0.1493, -0.182, -0.1643, -0.1593, -0.1687, -0.1879, -0.1963, -0.2406, -0.2165, -0.2349, -0.2625, -0.2463, -0.2844, -0.2928, -0.2925, -0.3149, -0.3275, -0.3787, -0.3626, -0.3868, -0.375, -0.3825, -0.4205, -0.4018, -0.3488, -0.3607, -0.3382, -0.3382, -0.3147, -0.3535, -0.3742, -0.3611, -0.3102, -0.3244, -0.3257, -0.3137, -0.3471, -0.349, -0.3587, -0.3752, -0.3647, -0.3973, -0.4007, -0.3871, -0.3959, -0.4002, -0.4024, -0.4024, -0.4087, -0.4123, -0.4305, -0.4404, -0.4404, -0.4242, -0.4018, -0.3888, -0.3888, -0.4162, -0.4538, -0.4426, -0.445, -0.4602, -0.4617]}
{"unit_id": "reply:1943207757588402484", "ticker_idx": 0, "ts": "2025-07-10T07:16:47+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Im back to ethereum since Monday", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a long position in Ethereum since Monday.", "resolved_tickers": ["ETH-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": "@0xDocc Im back to ethereum since Monday", "reply_text": null, "parent_text": "It’s starting.", "quoted_text": null, "parent_author": "0xDocc", "ret_m1d": -0.06229349206802981, "ret_signed_m1d": -0.06229349206802981, "alpha_spy_m1d": -0.05948106694918143, "alpha_c_m1d": -0.05948106694918143, "bench_spy_m1d": -0.002812425118848383, "bench_c_m1d": -0.002812425118848383, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010291624108509367, "ret_signed_p1d": 0.0010291624108509367, "alpha_spy_p1d": 0.0045446691571804365, "alpha_c_p1d": 0.0045446691571804365, "bench_spy_p1d": -0.0035155067463294998, "bench_c_p1d": -0.0035155067463294998, "ret_p1w": 0.17663842639282712, "ret_signed_p1w": 0.17663842639282712, "alpha_spy_p1w": 0.1730912661819224, "alpha_c_p1w": 0.1730912661819224, "bench_spy_p1w": 0.0035471602109047318, "bench_c_p1w": 0.0035471602109047318, "ret_p1m": 0.35704193803774675, "ret_signed_p1m": 0.35704193803774675, "alpha_spy_p1m": 0.33888990871539715, "alpha_c_p1m": 0.33888990871539715, "bench_spy_p1m": 0.018152029322349605, "bench_c_p1m": 0.018152029322349605, "ret_p3m": 0.5063908705296172, "ret_signed_p3m": 0.5063908705296172, "alpha_spy_p3m": 0.43423753759729355, "alpha_c_p3m": 0.43423753759729355, "bench_spy_p3m": 0.07215333293232362, "bench_c_p3m": 0.07215333293232362, "ret_p6m": 0.057389602584341226, "ret_signed_p6m": 0.057389602584341226, "alpha_spy_p6m": -0.04051111203453028, "alpha_c_p6m": -0.04051111203453028, "bench_spy_p6m": 0.09790071461887151, "bench_c_p6m": 0.09790071461887151, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.35704193803774675, "alpha_spy_stated": 0.33888990871539715, "alpha_c_stated": 0.33888990871539715, "price_path": [-0.4508, -0.4624, -0.4659, -0.4644, -0.4623, -0.4654, -0.4053, -0.3921, -0.401, -0.3954, -0.3912, -0.3911, -0.3929, -0.3776, -0.3764, -0.3842, -0.3857, -0.3869, -0.2533, -0.2062, -0.1552, -0.093, -0.1167, -0.1381, -0.1416, -0.1441, -0.1458, -0.1362, -0.0984, -0.145, -0.1322, -0.0987, -0.0923, -0.109, -0.1438, -0.1177, -0.1224, -0.1172, -0.1823, -0.1616, -0.0925, -0.0478, -0.0614, -0.1026, -0.127, -0.1402, -0.1503, -0.1457, -0.1466, -0.1853, -0.1804, -0.1715, -0.1812, -0.1823, -0.1797, -0.1585, -0.1858, -0.1298, -0.1231, -0.151, -0.1394, -0.1148, -0.0623, 0.0, 0.001, 0.0198, 0.0626, 0.141, 0.1766, 0.2011, 0.2736, 0.2688, 0.2284, 0.2549, 0.2614, 0.2818, 0.2838, 0.2888, 0.2511, 0.1806, 0.2586, 0.2224, 0.2467, 0.3247, 0.357, 0.4305, 0.5537, 0.6097, 0.5392, 0.5026, 0.4595, 0.3786, 0.4669, 0.4292, 0.6351, 0.4799, 0.5569, 0.5241, 0.5254, 0.4756, 0.4601, 0.4638, 0.5061, 0.4548, 0.4576, 0.458, 0.4583, 0.4719, 0.5098, 0.5958, 0.532, 0.5241, 0.5543, 0.5534, 0.5131, 0.4224, 0.4097, 0.4056, 0.3091, 0.3659, 0.4273, 0.4031, 0.4725, 0.5188, 0.528, 0.5865, 0.5064, 0.5323, 0.4786, 0.3006, 0.4368, 0.3962, 0.3495, 0.3181, 0.297, 0.3472, 0.312, 0.2888, 0.305, 0.3316, 0.3944, 0.3477, 0.321, 0.2875, 0.302, 0.2191, 0.1143, 0.1592, 0.121, 0.1626, 0.2077, 0.1558, 0.1551, 0.0941, 0.0504, 0.0236, 0.0569, 0.0231, -0.0416, -0.064, -0.0007, 0.001, 0.0247, 0.0202, 0.0262, -0.0523, 0.0146, 0.0801, 0.0607, 0.0236, 0.0577, 0.124, 0.1254, 0.0955, 0.0438, 0.0032, 0.0032, -0.0418, -0.0432, 0.0078, 0.0173, 0.0029, -0.0031, -0.0173, -0.0098, -0.0069, 0.0056, 0.0041, 0.0154, 0.0574]}
{"unit_id": "reply:1967001901243002976", "ticker_idx": 0, "ts": "2025-09-13T23:06:13+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "i generally think eth has more room left so i have 3x more than btc", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 3x more ETH than BTC expecting more upside; also wants BTC exposure for the ride up.", "resolved_tickers": ["ETH-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": "@Cmcclellan177 @Micro2Macr0 It's staked eth i prefer to own that pays 3% to pay for my 3.5% loan.\n\nI generally think eth has more room left so i have 3x more than btc. But i would like lock in some btc for the ride up in case I'm wrong.", "reply_text": null, "parent_text": "@DeepValueBagger Sounds like a solid plan for someone with as much capitol as yourself. From what I understand about ETH is it should outperform bitcoin simply because its smaller cap size. (Not that ETH will be worth more) @Micro2Macr0 Talks about people rotating back and forth between the two.", "quoted_text": null, "parent_author": "Cmcclellan177", "ret_m1d": 0.041624312042980005, "ret_signed_m1d": 0.041624312042980005, "alpha_spy_m1d": 0.046920080367775396, "alpha_c_m1d": 0.046920080367775396, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005137349788500112, "ret_signed_p1d": -0.005137349788500112, "alpha_spy_p1d": -0.003760464963804555, "alpha_c_p1d": -0.003760464963804555, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.07156079736570065, "ret_signed_p1w": -0.07156079736570065, "alpha_spy_p1w": -0.08333052014834519, "alpha_c_p1w": -0.08333052014834519, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.08867332374925141, "ret_signed_p1m": -0.08867332374925141, "alpha_spy_p1m": -0.09344853511638518, "alpha_c_p1m": -0.09344853511638518, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.28491597604899965, "ret_signed_p3m": -0.28491597604899965, "alpha_spy_p3m": -0.330566160092729, "alpha_c_p3m": -0.330566160092729, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.549988658093343, "ret_signed_p6m": -0.549988658093343, "alpha_spy_p6m": -0.5804829313598813, "alpha_c_p6m": -0.5804829313598813, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08867332374925141, "alpha_spy_stated": -0.09344853511638518, "alpha_c_stated": -0.09344853511638518, "price_path": [-0.4424, -0.443, -0.4682, -0.465, -0.4592, -0.4656, -0.4663, -0.4646, -0.4507, -0.4685, -0.432, -0.4276, -0.4459, -0.4382, -0.4222, -0.3879, -0.3473, -0.3466, -0.3343, -0.3064, -0.2552, -0.232, -0.216, -0.1687, -0.1718, -0.1982, -0.1809, -0.1766, -0.1633, -0.162, -0.1587, -0.1834, -0.2294, -0.1785, -0.2021, -0.1862, -0.1353, -0.1142, -0.0662, 0.0142, 0.0507, 0.0047, -0.0192, -0.0473, -0.1001, -0.0425, -0.0671, 0.0673, -0.034, 0.0163, -0.0052, -0.0043, -0.0368, -0.0469, -0.0445, -0.0169, -0.0504, -0.0486, -0.0483, -0.0481, -0.0392, -0.0145, 0.0416, 0.0, -0.0051, 0.0146, 0.0139, -0.0123, -0.0716, -0.0798, -0.0825, -0.1455, -0.1084, -0.0684, -0.0841, -0.0388, -0.0086, -0.0026, 0.0356, -0.0167, 0.0002, -0.0348, -0.1511, -0.0622, -0.0887, -0.1191, -0.1396, -0.1534, -0.1206, -0.1436, -0.1588, -0.1482, -0.1308, -0.0898, -0.1203, -0.1377, -0.1596, -0.1502, -0.2042, -0.2727, -0.2434, -0.2683, -0.2411, -0.2117, -0.2455, -0.246, -0.2859, -0.3144, -0.3319, -0.3101, -0.3322, -0.3744, -0.389, -0.3477, -0.3466, -0.3311, -0.3341, -0.3301, -0.3814, -0.3377, -0.295, -0.3076, -0.3319, -0.3096, -0.2663, -0.2654, -0.2849, -0.3187, -0.3452, -0.3452, -0.3745, -0.3755, -0.3421, -0.3359, -0.3454, -0.3493, -0.3586, -0.3537, -0.3517, -0.3436, -0.3446, -0.3372, -0.3098, -0.2873, -0.2719, -0.3004, -0.3142, -0.3189, -0.3169, -0.2661, -0.2589, -0.2672, -0.272, -0.2961, -0.3515, -0.3419, -0.3484, -0.3476, -0.3535, -0.3324, -0.3358, -0.3774, -0.403, -0.4821, -0.5079, -0.5265, -0.5976, -0.5442, -0.5353, -0.5539, -0.5713, -0.5699, -0.5475, -0.5586, -0.5599, -0.5684, -0.5696, -0.565, -0.5901, -0.5907, -0.5461, -0.5523, -0.5735, -0.5522, -0.562, -0.5302, -0.5424, -0.5629, -0.5597, -0.55]}
{"unit_id": "reply:1967001901243002976", "ticker_idx": 1, "ts": "2025-09-13T23:06:13+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": "i would like lock in some btc for the ride up in case I'm wrong", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 3x more ETH than BTC expecting more upside; also wants BTC exposure for the ride up.", "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": "@Cmcclellan177 @Micro2Macr0 It's staked eth i prefer to own that pays 3% to pay for my 3.5% loan.\n\nI generally think eth has more room left so i have 3x more than btc. But i would like lock in some btc for the ride up in case I'm wrong.", "reply_text": null, "parent_text": "@DeepValueBagger Sounds like a solid plan for someone with as much capitol as yourself. From what I understand about ETH is it should outperform bitcoin simply because its smaller cap size. (Not that ETH will be worth more) @Micro2Macr0 Talks about people rotating back and forth between the two.", "quoted_text": null, "parent_author": "Cmcclellan177", "ret_m1d": 0.005688456287037402, "ret_signed_m1d": 0.005688456287037402, "alpha_spy_m1d": 0.010984224611832794, "alpha_c_m1d": 0.010984224611832794, "bench_spy_m1d": -0.005295768324795391, "bench_c_m1d": -0.005295768324795391, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012112382641498831, "ret_signed_p1d": 0.012112382641498831, "alpha_spy_p1d": 0.013489267466194388, "alpha_c_p1d": 0.013489267466194388, "bench_spy_p1d": -0.0013768848246955567, "bench_c_p1d": -0.0013768848246955567, "ret_p1w": -0.023356317788035152, "ret_signed_p1w": -0.023356317788035152, "alpha_spy_p1w": -0.035126040570679695, "alpha_c_p1w": -0.035126040570679695, "bench_spy_p1w": 0.011769722782644543, "bench_c_p1w": 0.011769722782644543, "ret_p1m": -0.02014997146906694, "ret_signed_p1m": -0.02014997146906694, "alpha_spy_p1m": -0.02492518283620071, "alpha_c_p1m": -0.02492518283620071, "bench_spy_p1m": 0.004775211367133769, "bench_c_p1m": 0.004775211367133769, "ret_p3m": -0.19865359170339958, "ret_signed_p3m": -0.19865359170339958, "alpha_spy_p3m": -0.24430377574712892, "alpha_c_p3m": -0.24430377574712892, "bench_spy_p3m": 0.045650184043729336, "bench_c_p3m": 0.045650184043729336, "ret_p6m": -0.39428301277990907, "ret_signed_p6m": -0.39428301277990907, "alpha_spy_p6m": -0.4247772860464474, "alpha_c_p6m": -0.4247772860464474, "bench_spy_p6m": 0.030494273266538308, "bench_c_p6m": 0.030494273266538308, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02014997146906694, "alpha_spy_stated": -0.02492518283620071, "alpha_c_stated": -0.02492518283620071, "price_path": [-0.0915, -0.0932, -0.1051, -0.0855, -0.0814, -0.07, -0.0735, -0.0724, -0.072, -0.0844, -0.057, -0.0502, -0.0642, -0.0619, -0.0563, -0.0357, 0.0047, 0.0179, 0.0382, 0.0202, 0.0285, 0.0333, 0.0222, 0.0173, 0.0394, 0.0287, 0.0253, 0.019, 0.0215, 0.0215, 0.0207, 0.0027, -0.0184, -0.0032, -0.0113, -0.0036, 0.0178, 0.0108, 0.0285, 0.041, 0.0684, 0.0252, 0.0169, 0.007, -0.0226, -0.0101, -0.0262, 0.0124, -0.0461, -0.0315, -0.0366, -0.0251, -0.0609, -0.0537, -0.0368, -0.0322, -0.0409, -0.0415, -0.0292, -0.0339, -0.0129, 0.0005, 0.0057, 0.0, 0.0121, 0.0089, 0.0147, 0.0021, -0.0234, -0.0297, -0.0183, -0.0554, -0.0497, -0.009, -0.012, 0.0278, 0.0454, 0.0591, 0.0806, 0.052, 0.0685, 0.0542, -0.0193, -0.0015, -0.0201, -0.0404, -0.0629, -0.0778, -0.0421, -0.0604, -0.0672, -0.0466, -0.0382, -0.0115, -0.0216, -0.0467, -0.0618, -0.051, -0.0771, -0.12, -0.1001, -0.1225, -0.1046, -0.0818, -0.1078, -0.1194, -0.1364, -0.1823, -0.2023, -0.1949, -0.2077, -0.2496, -0.2629, -0.2354, -0.2434, -0.2159, -0.2093, -0.2124, -0.2523, -0.2087, -0.1898, -0.2019, -0.2257, -0.2149, -0.1971, -0.2029, -0.1987, -0.2181, -0.2514, -0.2391, -0.2538, -0.2597, -0.2368, -0.2335, -0.2428, -0.2411, -0.2444, -0.2438, -0.2452, -0.234, -0.242, -0.2314, -0.2209, -0.1868, -0.1881, -0.2091, -0.2115, -0.216, -0.2101, -0.1743, -0.1604, -0.1723, -0.1725, -0.1983, -0.235, -0.2258, -0.2251, -0.2247, -0.2354, -0.2282, -0.2275, -0.2675, -0.2713, -0.3184, -0.3449, -0.3675, -0.4569, -0.3888, -0.3926, -0.4041, -0.4197, -0.4264, -0.4035, -0.4037, -0.4154, -0.4246, -0.42, -0.4109, -0.4403, -0.4449, -0.4113, -0.4157, -0.4293, -0.4043, -0.4084, -0.3702, -0.3864, -0.4098, -0.4075, -0.3943]}
{"unit_id": "reply:1948477214611099916", "ticker_idx": 0, "ts": "2025-07-24T20:15:43+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "new ceo is great. got 200 calls Dec 2026", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long INTC via 200 Dec 2026 calls; bullish on new CEO.", "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": "reply_other", "lang": "en", "tweet_text": "@Veganhippo21 great. new ceo is great. got 200 calls Dec 2026", "reply_text": null, "parent_text": "$intc unreal meme like after hours et action", "quoted_text": null, "parent_author": "balkanstocks", "ret_m1d": 0.09323663413977012, "ret_signed_m1d": 0.09323663413977012, "alpha_spy_m1d": 0.09744320232578207, "alpha_c_m1d": 0.0921582899363893, "bench_spy_m1d": -0.00420656818601195, "bench_c_m1d": 0.001078344203380821, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009662056534548435, "ret_signed_p1d": -0.0009662056534548435, "alpha_spy_p1d": -0.0007151366487080368, "alpha_c_p1d": -0.014601557709890245, "bench_spy_p1d": -0.0002510690047468067, "bench_c_p1d": 0.013635352056435401, "ret_p1w": -0.0671498186360302, "ret_signed_p1w": -0.0671498186360302, "alpha_spy_p1w": -0.04300903014180979, "alpha_c_p1w": -0.05483644182250702, "bench_spy_p1w": -0.02414078849422041, "bench_c_p1w": -0.01231337681352318, "ret_p1m": 0.18599025759525545, "ret_signed_p1m": 0.18599025759525545, "alpha_spy_p1m": 0.17756152627347688, "alpha_c_p1m": 0.1636241189023231, "bench_spy_p1m": 0.008428731321778571, "bench_c_p1m": 0.022366138692932358, "ret_p3m": 0.7835747250331297, "ret_signed_p3m": 0.7835747250331297, "alpha_spy_p3m": 0.7324816013889097, "alpha_c_p3m": 0.6057945573238259, "bench_spy_p3m": 0.05109312364422003, "bench_c_p3m": 0.17778016770930383, "ret_p6m": 1.26859890597435, "ret_signed_p6m": 1.26859890597435, "alpha_spy_p6m": 1.1767341907105267, "alpha_c_p6m": 0.8715559138274047, "bench_spy_p6m": 0.09186471526382345, "bench_c_p6m": 0.3970429921469454, "ret_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": [-0.0174, -0.029, -0.0348, -0.0039, -0.0208, -0.0367, -0.0188, 0.0145, 0.0348, 0.0715, 0.0899, 0.0396, 0.0411, 0.0464, 0.0329, 0.0275, -0.0005, -0.0072, -0.0314, -0.0314, -0.0072, -0.0159, -0.0217, -0.0556, -0.0464, -0.0198, -0.0217, -0.0343, -0.0309, -0.0106, 0.0667, -0.001, 0.0034, -0.0271, 0.0019, 0.0048, 0.0382, 0.0382, 0.0184, 0.0237, 0.0894, 0.0725, 0.087, 0.0961, 0.0821, 0.1039, 0.057, 0.0865, 0.0865, 0.0628, 0.1396, 0.1324, 0.1507, 0.1319, 0.1256, 0.1072, 0.0961, 0.1014, 0.1159, 0.1237, 0.1227, 0.1348, 0.0932, 0.0, -0.001, -0.014, -0.0174, -0.0435, -0.0671, -0.058, -0.0246, -0.014, -0.0449, -0.0362, -0.0024, 0.0536, 0.0734, 0.1527, 0.1865, 0.143, 0.2227, 0.1372, 0.1353, 0.1981, 0.186, 0.1763, 0.2005, 0.2043, 0.1763, 0.1763, 0.1696, 0.1594, 0.1889, 0.1831, 0.1826, 0.1807, 0.1966, 0.1889, 0.1633, 0.1966, 0.2208, 0.2029, 0.4768, 0.429, 0.3894, 0.4174, 0.5082, 0.642, 0.715, 0.6657, 0.6208, 0.7362, 0.8019, 0.7792, 0.7676, 0.7957, 0.8082, 0.8261, 0.757, 0.7981, 0.7213, 0.7947, 0.7797, 0.7879, 0.8406, 0.8415, 0.7836, 0.8435, 0.8493, 0.9101, 1.0063, 0.9971, 0.9401, 0.9319, 0.9082, 0.7889, 0.8541, 0.799, 0.842, 0.8575, 0.83, 0.8304, 0.7348, 0.7159, 0.6768, 0.6585, 0.6961, 0.6242, 0.6667, 0.729, 0.7309, 0.7783, 0.7783, 0.9594, 0.9329, 1.1, 1.114, 0.9565, 1.0005, 0.9469, 0.9565, 0.97, 0.9087, 0.8266, 0.8121, 0.8024, 0.7415, 0.7527, 0.7787, 0.757, 0.756, 0.7469, 0.7469, 0.7488, 0.772, 0.8019, 0.7826, 0.7826, 0.9024, 0.9019, 0.9343, 1.0594, 0.986, 1.2005, 1.1285, 1.2845, 1.3536, 1.3343, 1.2686, 1.2686]}
{"unit_id": "reply:1965177309381775380", "ticker_idx": 0, "ts": "2025-09-08T22:15:56+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I switched $qqq to $unh to hedge my tech positions. Dividends is excellent as well", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Switched from QQQ into UNH; holding as a long position with dividend appeal.", "resolved_tickers": ["UNH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SayNoToTrading I switched $qqq to $unh to hedge my tech positions. Dividends is excellent as well https://t.co/hU2iyyqZdS", "reply_text": null, "parent_text": "For $UNH $ELV $CNC $CI $MOH $HUM shareholders, this is excellent news.\n\nNot so for everyone else.\n\nHowever, everyone else still has time to become a shareholder at excellent valuations. https://t.co/14uVuq1h5g", "quoted_text": null, "parent_author": "SayNoToTrading", "ret_m1d": -0.0795298541142403, "ret_signed_m1d": -0.0795298541142403, "alpha_spy_m1d": -0.07722330197650196, "alpha_c_m1d": -0.07419037892066416, "bench_spy_m1d": -0.002306552137738338, "bench_c_m1d": -0.0053394751935761375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0032766002325259613, "ret_signed_p1d": -0.0032766002325259613, "alpha_spy_p1d": -0.006167500420792615, "alpha_c_p1d": 0.005814868974528764, "bench_spy_p1d": 0.002890900188266654, "bench_c_p1d": -0.009091469207054725, "ret_p1w": -0.01723500188277749, "ret_signed_p1w": -0.01723500188277749, "alpha_spy_p1w": -0.032104372859335206, "alpha_c_p1w": -0.0052571421537840335, "bench_spy_p1w": 0.014869370976557716, "bench_c_p1w": -0.011977859728993456, "ret_p1m": 0.06994061302802757, "ret_signed_p1m": 0.06994061302802757, "alpha_spy_p1m": 0.03204272875133629, "alpha_c_p1m": 0.02245620666152348, "bench_spy_p1m": 0.037897884276691274, "bench_c_p1m": 0.047484406366504084, "ret_p3m": -0.042890220607843976, "ret_signed_p3m": -0.042890220607843976, "alpha_spy_p3m": -0.10018574623641185, "alpha_c_p3m": -0.1537992667076432, "bench_spy_p3m": 0.05729552562856788, "bench_c_p3m": 0.11090904609979924, "ret_p6m": -0.1498698087060244, "ret_signed_p6m": -0.1498698087060244, "alpha_spy_p6m": -0.20942358618689405, "alpha_c_p6m": -0.2930985646208508, "bench_spy_p6m": 0.05955377748086965, "bench_c_p6m": 0.14322875591482642, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06994061302802757, "alpha_spy_stated": 0.03204272875133629, "alpha_c_stated": 0.02245620666152348, "price_path": [-0.091, -0.1052, -0.1157, -0.1122, -0.117, -0.117, -0.132, -0.1358, -0.1216, -0.1319, -0.1302, -0.1115, -0.1033, -0.0626, -0.116, -0.1132, -0.1132, -0.1271, -0.1156, -0.1294, -0.1391, -0.1259, -0.1361, -0.1616, -0.1593, -0.172, -0.1876, -0.1891, -0.1805, -0.1593, -0.1993, -0.1922, -0.1891, -0.2496, -0.2353, -0.2827, -0.3166, -0.3074, -0.2786, -0.2936, -0.2968, -0.2789, -0.2746, -0.2482, -0.2188, -0.2197, -0.1262, -0.1133, -0.1255, -0.1382, -0.1281, -0.1164, -0.1238, -0.1365, -0.1266, -0.1312, -0.1094, -0.1094, -0.1124, -0.1151, -0.1079, -0.0935, -0.0795, 0.0, -0.0033, 0.0164, 0.0132, 0.0062, -0.0172, -0.0119, -0.0316, -0.0262, -0.0128, 0.0056, 0.0176, -0.0005, -0.0048, -0.0016, -0.0013, 0.0074, 0.0231, 0.0418, 0.0377, 0.0518, 0.0699, 0.0635, 0.0253, 0.0374, 0.041, 0.0446, 0.0316, 0.0314, 0.0542, 0.0568, 0.0456, 0.0426, 0.0485, 0.0585, 0.0639, 0.0275, -0.0029, -0.0121, -0.0346, -0.0431, -0.0521, -0.0699, -0.0623, -0.0699, -0.0529, -0.0193, -0.0382, -0.0691, -0.0729, -0.093, -0.106, -0.0989, -0.0745, -0.0772, -0.0563, -0.0464, -0.0464, -0.0462, -0.0652, -0.0613, -0.0174, -0.0354, -0.0429, -0.0577, -0.0577, -0.0439, -0.0195, -0.0046, -0.0068, -0.0269, -0.0344, -0.0445, -0.0466, -0.0532, -0.0542, -0.0462, -0.0462, -0.0338, -0.0422, -0.0328, -0.0388, -0.0388, -0.0205, -0.0041, 0.0161, -0.005, 0.01, 0.0016, -0.0085, -0.0277, -0.0247, -0.013, -0.0361, -0.0361, -0.0146, 0.0126, 0.0321, 0.0374, 0.0239, -0.1768, -0.1439, -0.1489, -0.1645, -0.1684, -0.1725, -0.1966, -0.218, -0.1944, -0.1972, -0.2044, -0.1879, -0.172, -0.1463, -0.1463, -0.1582, -0.1608, -0.1558, -0.1556, -0.1779, -0.2023, -0.1725, -0.1653, -0.1461, -0.1412, -0.1579, -0.1499]}
{"unit_id": "orig:1955113081094173103", "ticker_idx": 0, "ts": "2025-08-12T03:44:17+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Base case $70 EOY. Bullish $100 EOY.", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIMS with base case $70 and bull case $100 EOY, driven by international expansion, testosterone products in Q3/Q4, and weight-loss recovery.", "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": "I have been reviewing $HIMS for good hour. Here's my honest take.\n\n1. Q/Q slowed, but YoY growth is still good.\n2. New growth will come from International expansion and new products Testosterone is what we should watch for in Q3 and Q4.\n3. They raised $1 billion via convertible May 15, 2030, which gives them ample cash for acquisition.  Acquisition is a big part of their strategy to grow into new market faster and create new products.\n4. Look for recovery in weight loss, core business growth heading into Q3 ER.\n\nIn term price estimates, I think price will fluctuate up and down until next catalyst like (2) or (4). \n\nBase case $70 EOY.  Bullish $100 EOY.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04211844237540152, "ret_signed_m1d": 0.04211844237540152, "alpha_spy_m1d": 0.05265237512012255, "alpha_c_m1d": 0.05265237512012255, "bench_spy_m1d": -0.01053393274472103, "bench_c_m1d": -0.01053393274472103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007714819717371979, "ret_signed_p1d": 0.007714819717371979, "alpha_spy_p1d": 0.004291687660042731, "alpha_c_p1d": 0.004291687660042731, "bench_spy_p1d": 0.003423132057329248, "bench_c_p1d": 0.003423132057329248, "ret_p1w": -0.12051707442939019, "ret_signed_p1w": -0.12051707442939019, "alpha_spy_p1w": -0.11603570006059316, "alpha_c_p1w": -0.11603570006059316, "bench_spy_p1w": -0.004481374368797031, "bench_c_p1w": -0.004481374368797031, "ret_p1m": -0.0037531340411151026, "ret_signed_p1m": -0.0037531340411151026, "alpha_spy_p1m": -0.018565837826695852, "alpha_c_p1m": -0.018565837826695852, "bench_spy_p1m": 0.01481270378558075, "bench_c_p1m": 0.01481270378558075, "ret_p3m": -0.14449542196549814, "ret_signed_p3m": -0.14449542196549814, "alpha_spy_p3m": -0.1913922351303743, "alpha_c_p3m": -0.1913922351303743, "bench_spy_p3m": 0.04689681316487615, "bench_c_p3m": 0.04689681316487615, "ret_p6m": -0.49124270049392216, "ret_signed_p6m": -0.49124270049392216, "alpha_spy_p6m": -0.5650506127588075, "alpha_c_p6m": -0.5650506127588075, "bench_spy_p6m": 0.07380791226488537, "bench_c_p6m": 0.07380791226488537, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0037531340411151026, "alpha_spy_stated": -0.018565837826695852, "alpha_c_stated": -0.018565837826695852, "price_path": [0.2214, 0.348, 0.2998, 0.2763, 0.2093, 0.1159, 0.1432, 0.1432, 0.1126, 0.1122, 0.0926, 0.1793, 0.1837, 0.1412, 0.1178, 0.1003, 0.1745, 0.1856, 0.152, 0.2002, 0.1916, 0.1568, 0.2465, 0.2352, 0.2734, 0.2734, 0.339, -0.1247, -0.1045, -0.1366, -0.035, 0.0302, 0.0394, 0.0, -0.0104, 0.0004, 0.0004, 0.0096, 0.0209, 0.0684, 0.0482, -0.0015, 0.0849, 0.0521, 0.0811, 0.0423, 0.0505, -0.0075, 0.0427, 0.2098, 0.1952, 0.202, 0.2235, 0.2567, 0.3663, 0.3799, 0.3042, 0.3209, 0.1576, 0.0661, 0.0644, 0.083, 0.0421, 0.0, 0.0077, -0.0173, -0.0405, -0.0596, -0.1205, -0.0955, -0.0834, -0.0707, -0.1036, -0.0544, -0.0824, -0.0801, -0.117, -0.117, -0.1341, -0.073, 0.0031, 0.0094, 0.035, -0.0035, -0.0038, 0.0792, 0.1572, 0.1251, 0.0611, 0.0498, 0.1718, 0.2056, 0.2031, 0.1676, 0.1103, 0.1441, 0.2177, 0.2327, 0.1827, 0.1741, 0.2066, 0.0955, 0.1418, 0.2087, 0.2129, 0.2146, 0.1249, 0.1412, 0.1264, 0.3086, 0.2333, 0.0379, 0.0709, 0.0292, -0.0104, 0.0111, 0.0171, 0.0056, -0.0175, -0.0277, -0.0813, -0.0521, -0.0744, -0.1078, -0.0882, -0.1343, -0.1445, -0.1441, -0.1712, -0.1864, -0.2483, -0.2289, -0.2581, -0.244, -0.2529, -0.299, -0.2763, -0.2123, -0.2266, -0.1993, -0.1993, -0.171, -0.2179, -0.2429, -0.2271, -0.1656, -0.1827, -0.1843, -0.1697, -0.2102, -0.2125, -0.2241, -0.2442, -0.2314, -0.2709, -0.275, -0.2585, -0.2692, -0.2744, -0.2771, -0.2771, -0.2846, -0.289, -0.3111, -0.323, -0.323, -0.3034, -0.2763, -0.2606, -0.2606, -0.2938, -0.3392, -0.3257, -0.3286, -0.347, -0.3488, -0.3457, -0.3457, -0.3647, -0.3976, -0.3636, -0.3824, -0.3686, -0.3812, -0.4022, -0.3772, -0.4352, -0.4487, -0.4675, -0.4912]}
{"unit_id": "orig:1945329909959942557", "ticker_idx": 0, "ts": "2025-07-16T03:49:27+00:00", "symbol": "SBET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If all the shareholders believe they will keep selling ATM (like MSTR) the party will keep going until it doesn't", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish SBET near-term: successive ATM tranches build higher buy bases and delay selling pressure until PIPE shares unlock.", "resolved_tickers": ["SBET"], "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": "$SBET, leading Ethereum Treasury.  This is further ahead on $BMNR and gives us a preview what might happen.\n\nSBET raised PIPE in May $425M at $6.15, restricted shares. First base.\n\nSBET raised ATM July 7-11 $413m at $16-$20 shares. This builds a second base of buyers.\n\nThe PIPE shares from May looms as those shares have not released yet. You can expect the first base want to take profit. $6 -> $30 is juicy. Until then, no selling pressure. \n\nIf SBET makes another ATM, that will build another third base, making a higher sell wall.  If all the shareholders believe they will keep selling ATM (like MSTR) the party will keep going until it doesn't.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.22498666437798442, "ret_signed_m1d": -0.22498666437798442, "alpha_spy_m1d": -0.2216545308961081, "alpha_c_m1d": -0.21806489556029596, "bench_spy_m1d": -0.0033321334818763315, "bench_c_m1d": -0.006921768817688467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0262172154690562, "ret_signed_p1d": -0.0262172154690562, "alpha_spy_p1d": -0.03233685334657077, "alpha_c_p1d": -0.035830750167541336, "bench_spy_p1d": 0.006119637877514572, "bench_c_p1d": 0.009613534698485138, "ret_p1w": -0.309523843541084, "ret_signed_p1w": -0.309523843541084, "alpha_spy_p1w": -0.32552797042374426, "alpha_c_p1w": -0.3304813179006342, "bench_spy_p1w": 0.016004126882660286, "bench_c_p1w": 0.0209574743595502, "ret_p1m": -0.3715891091518748, "ret_signed_p1m": -0.3715891091518748, "alpha_spy_p1m": -0.40479863139185146, "alpha_c_p1m": -0.3908161785488453, "bench_spy_p1m": 0.03320952223997664, "bench_c_p1m": 0.019227069396970498, "ret_p3m": -0.5684858560765176, "ret_signed_p3m": -0.5684858560765176, "alpha_spy_p3m": -0.6336203905333284, "alpha_c_p3m": -0.5843165439355802, "bench_spy_p3m": 0.06513453445681083, "bench_c_p3m": 0.01583068785906261, "ret_p6m": -0.7249866388650286, "ret_signed_p6m": -0.7249866388650286, "alpha_spy_p6m": -0.8359166792866104, "alpha_c_p6m": -0.8070869506611811, "bench_spy_p6m": 0.11093004042158183, "bench_c_p6m": 0.08210031179615251, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3715891091518748, "alpha_spy_stated": -0.40479863139185146, "alpha_c_stated": -0.3908161785488453, "price_path": [-0.9294, -0.9294, -0.9326, -0.9294, -0.9294, -0.9133, -0.9165, -0.923, -0.9133, -0.9069, -0.9005, -0.8684, -0.8973, -0.9125, -0.9152, -0.9042, -0.9114, -0.9101, -0.9085, -0.9213, -0.9208, -0.9216, -0.9222, -0.9254, -0.8994, -0.8202, -0.8202, -0.0415, -0.2199, 1.119, 1.0519, 0.4813, 0.3454, 0.5837, 0.1375, 0.1097, -0.2127, -0.091, -0.0083, -0.1297, -0.7536, -0.6413, -0.6803, -0.7325, -0.7325, -0.7365, -0.7592, -0.7416, -0.725, -0.7303, -0.7496, -0.7343, -0.7499, -0.6795, -0.6613, -0.6613, -0.661, -0.5642, -0.5436, -0.5056, -0.4208, -0.3612, -0.225, 0.0, -0.0262, -0.2247, -0.3245, -0.267, -0.3095, -0.3761, -0.4117, -0.4401, -0.4896, -0.4767, -0.4968, -0.5415, -0.488, -0.4588, -0.4077, -0.3751, -0.3601, -0.4024, -0.3989, -0.3708, -0.3716, -0.469, -0.4617, -0.5083, -0.4791, -0.5174, -0.4417, -0.4872, -0.4671, -0.4845, -0.5062, -0.5233, -0.5233, -0.5457, -0.55, -0.5872, -0.6003, -0.5808, -0.5535, -0.5696, -0.5623, -0.5265, -0.5508, -0.5465, -0.542, -0.5393, -0.5364, -0.5556, -0.5449, -0.5297, -0.5637, -0.572, -0.5383, -0.5449, -0.5353, -0.5161, -0.5136, -0.4853, -0.5246, -0.53, -0.5465, -0.5902, -0.5685, -0.5816, -0.5947, -0.6102, -0.6164, -0.6043, -0.6164, -0.6404, -0.6386, -0.6276, -0.6172, -0.6324, -0.6359, -0.6584, -0.6297, -0.6498, -0.6875, -0.6755, -0.7012, -0.68, -0.6803, -0.6907, -0.6905, -0.706, -0.7087, -0.7247, -0.7178, -0.736, -0.7512, -0.7453, -0.7303, -0.7343, -0.7258, -0.7258, -0.7159, -0.7432, -0.7333, -0.7167, -0.7014, -0.7132, -0.7041, -0.6897, -0.6784, -0.6915, -0.7188, -0.7456, -0.7402, -0.752, -0.7587, -0.7376, -0.744, -0.7528, -0.7539, -0.7539, -0.7619, -0.7603, -0.7648, -0.7608, -0.7608, -0.7408, -0.7253, -0.7234, -0.7287, -0.725]}
{"unit_id": "reply:1947837450656579860", "ticker_idx": 0, "ts": "2025-07-23T01:53:31+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is forming a double bottom", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish TSLA on double-bottom technical formation, echoing 40-70% upside thesis.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Micro2Macr0 @Tesla @elonmusk Similar take, $TSLA is forming a double bottom.\nhttps://t.co/pg3YLu246b", "reply_text": null, "parent_text": ".@Tesla $TSLA risk to reward over the next 1-2 months is roughly 15% down vs. 40-70% up. \n\nIt's all just a matter of do we get excited for life @elonmusk. That seems like a higher probability based on recent posts. And he very much telegraphs his moves. https://t.co/EQHs6NVl4Y", "quoted_text": null, "parent_author": "Micro2Macr0", "ret_m1d": -0.001353175999323164, "ret_signed_m1d": -0.001353175999323164, "alpha_spy_m1d": 0.007082533751309961, "alpha_c_m1d": 0.0033697830374814775, "bench_spy_m1d": -0.008435709750633125, "bench_c_m1d": -0.0047229590368046415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08197020076301287, "ret_signed_p1d": -0.08197020076301287, "alpha_spy_p1d": -0.08230123041410342, "alpha_c_p1d": -0.06541764862953958, "bench_spy_p1d": 0.00033102965109055305, "bench_c_p1d": -0.016552552133473286, "ret_p1w": -0.04065428528062753, "ret_signed_p1w": -0.04065428528062753, "alpha_spy_p1w": -0.0410483681985927, "alpha_c_p1w": -0.025867327847872268, "bench_spy_p1w": 0.00039408291796516615, "bench_c_p1w": -0.014786957432755266, "ret_p1m": -0.03743689048120613, "ret_signed_p1m": -0.03743689048120613, "alpha_spy_p1m": -0.03954966144361993, "alpha_c_p1m": -0.03602445544632826, "bench_spy_p1m": 0.0021127709624138014, "bench_c_p1m": -0.001412435034877868, "ret_p3m": 0.345411342195324, "ret_signed_p3m": 0.345411342195324, "alpha_spy_p3m": 0.28399463843134565, "alpha_c_p3m": 0.3006231894633731, "bench_spy_p3m": 0.06141670376397834, "bench_c_p3m": 0.044788152731950914, "ret_p6m": 0.31876957705037, "ret_signed_p6m": 0.31876957705037, "alpha_spy_p6m": 0.22100967085183498, "alpha_c_p6m": 0.23150391186025865, "bench_spy_p6m": 0.09775990619853503, "bench_c_p6m": 0.08726566519011136, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03743689048120613, "alpha_spy_stated": -0.03954966144361993, "alpha_c_stated": -0.03602445544632826, "price_path": [-0.1432, -0.1404, -0.1219, -0.1516, -0.1565, -0.1364, -0.1573, -0.172, -0.1694, -0.1436, -0.1031, -0.0426, 0.0045, 0.0455, 0.0309, 0.0524, 0.0287, 0.0339, 0.0062, 0.0255, 0.0204, 0.0204, 0.0912, 0.0732, 0.0778, 0.0418, 0.0305, 0.0352, -0.0015, -0.1439, -0.1125, -0.0721, -0.0195, -0.0184, -0.0404, -0.0218, -0.0103, -0.0487, -0.0316, -0.0316, -0.0313, 0.0485, 0.0238, -0.0151, -0.0204, -0.0269, -0.0448, -0.0958, -0.0508, -0.0518, -0.0518, -0.1161, -0.1045, -0.1103, -0.0682, -0.0573, -0.0471, -0.0655, -0.0327, -0.0395, -0.0088, -0.0122, -0.0014, 0.0, -0.082, -0.0496, -0.021, -0.0342, -0.0407, -0.073, -0.09, -0.0701, -0.0717, -0.038, -0.0309, -0.0088, 0.0195, 0.0249, 0.0205, 0.0091, -0.006, 0.0078, -0.0098, -0.026, -0.0374, 0.0224, 0.0422, 0.0575, 0.0512, 0.0404, 0.0039, 0.0039, -0.0096, 0.0046, 0.018, 0.055, 0.0416, 0.0433, 0.0458, 0.109, 0.1906, 0.233, 0.2678, 0.2806, 0.2535, 0.2812, 0.3057, 0.2805, 0.3315, 0.2731, 0.3243, 0.3327, 0.3373, 0.3816, 0.311, 0.2925, 0.3629, 0.3023, 0.3191, 0.3097, 0.2434, 0.3107, 0.2907, 0.3085, 0.2892, 0.321, 0.3454, 0.3309, 0.32, 0.3501, 0.3042, 0.3604, 0.3849, 0.3877, 0.3234, 0.3729, 0.4084, 0.3359, 0.3894, 0.3408, 0.2916, 0.3388, 0.3219, 0.2948, 0.2088, 0.2159, 0.2296, 0.2065, 0.2148, 0.1884, 0.176, 0.2563, 0.2611, 0.2827, 0.2827, 0.2935, 0.2934, 0.2907, 0.3433, 0.3668, 0.3682, 0.3218, 0.3386, 0.3575, 0.3438, 0.3801, 0.4292, 0.4731, 0.405, 0.4535, 0.447, 0.4696, 0.4601, 0.4596, 0.4596, 0.4289, 0.3821, 0.3665, 0.3523, 0.3523, 0.3173, 0.3582, 0.3019, 0.2972, 0.3104, 0.3381, 0.35, 0.3447, 0.3207, 0.3188]}
{"unit_id": "reply:1942627487097253922", "ticker_idx": 0, "ts": "2025-07-08T16:50:59+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Many more $HOOD shares to acquire in few weeks", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Plans to acquire more HOOD shares in the coming weeks; ongoing bullish accumulation.", "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": "reply_other", "lang": "en", "tweet_text": "yes it is. Many more $HOOD shares to acquire in few weeks. \n\nif i had timed it perfect as $HOOD hit close to $100. I would have 2x this premium. But i'm only human, and it was stomach wrenching to see it underwater, but i had faith.... it's part of the exercise to get more experience.", "reply_text": null, "parent_text": "@DeepValueBagger Omg…that is beautiful. Maybe I should go more long term….", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": 0.023994768510519293, "ret_signed_m1d": 0.023994768510519293, "alpha_spy_m1d": 0.02344673303713507, "alpha_c_m1d": 0.014992651927971279, "bench_spy_m1d": 0.000548035473384223, "bench_c_m1d": 0.009002116582548014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.035827811906787854, "ret_signed_p1d": 0.035827811906787854, "alpha_spy_p1d": 0.029831155828443645, "alpha_c_p1d": 0.03218860471928142, "bench_spy_p1d": 0.005996656078344209, "bench_c_p1d": 0.0036392071875064325, "ret_p1w": 0.09061032734341823, "ret_signed_p1w": 0.09061032734341823, "alpha_spy_p1w": 0.08770879337133697, "alpha_c_p1w": 0.10133622033186573, "bench_spy_p1w": 0.0029015339720812605, "bench_c_p1w": -0.010725892988447505, "ret_p1m": 0.15755456789429956, "ret_signed_p1m": 0.15755456789429956, "alpha_spy_p1m": 0.13750098596170313, "alpha_c_p1m": 0.1625343911330196, "bench_spy_p1m": 0.02005358193259643, "bench_c_p1m": -0.004979823238720038, "ret_p3m": 0.6289032939308152, "ret_signed_p3m": 0.6289032939308152, "alpha_spy_p3m": 0.5471330985649729, "alpha_c_p3m": 0.5965944322568972, "bench_spy_p3m": 0.08177019536584229, "bench_c_p3m": 0.032308861673918, "ret_p6m": 0.23918048245828505, "ret_signed_p6m": 0.23918048245828505, "alpha_spy_p6m": 0.13360750187051917, "alpha_c_p6m": 0.18301588199347685, "bench_spy_p6m": 0.10557298058776587, "bench_c_p6m": 0.0561646004648082, "ret_p1y": 0.0241043569470083, "ret_signed_p1y": 0.0241043569470083, "alpha_spy_p1y": -0.17271707709937467, "alpha_c_p1y": -0.015533225593107325, "bench_spy_p1y": 0.19682143404638297, "bench_c_p1y": 0.03963758254011562, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15755456789429956, "alpha_spy_stated": 0.13750098596170313, "alpha_c_stated": 0.1625343911330196, "price_path": [-0.5562, -0.5214, -0.5164, -0.517, -0.5545, -0.5488, -0.5488, -0.5634, -0.5388, -0.5107, -0.4724, -0.4582, -0.4639, -0.4591, -0.4619, -0.4892, -0.4676, -0.4735, -0.4665, -0.4523, -0.4076, -0.4012, -0.3708, -0.3145, -0.3274, -0.3352, -0.3233, -0.2958, -0.2888, -0.3003, -0.2903, -0.3079, -0.3079, -0.2767, -0.2863, -0.2993, -0.2752, -0.2552, -0.2142, -0.2082, -0.2055, -0.1796, -0.1958, -0.2055, -0.1796, -0.191, -0.2046, -0.1591, -0.1788, -0.1416, -0.1416, -0.1399, -0.1635, -0.1015, -0.0933, -0.074, -0.0903, 0.0259, 0.0116, 0.0735, 0.0343, 0.0343, 0.024, 0.0, 0.0358, 0.0814, 0.0775, 0.0952, 0.0906, 0.1313, 0.1554, 0.2024, 0.1432, 0.1159, 0.1184, 0.1168, 0.1488, 0.1698, 0.132, 0.1625, 0.1291, 0.0946, 0.1654, 0.1555, 0.1576, 0.2187, 0.2559, 0.2449, 0.25, 0.1901, 0.213, 0.2509, 0.2602, 0.1778, 0.1542, 0.1647, 0.1978, 0.1826, 0.1921, 0.1276, 0.1361, 0.1398, 0.1398, 0.1049, 0.1046, 0.1275, 0.1093, 0.285, 0.2983, 0.287, 0.2901, 0.2603, 0.2581, 0.2861, 0.2999, 0.3248, 0.3672, 0.3684, 0.3827, 0.3893, 0.3438, 0.3343, 0.498, 0.5688, 0.5245, 0.5964, 0.6289, 0.5806, 0.5887, 0.653, 0.6704, 0.5225, 0.5414, 0.4786, 0.4698, 0.4401, 0.4234, 0.4879, 0.4445, 0.3939, 0.4718, 0.5316, 0.5981, 0.6024, 0.5865, 0.5128, 0.6082, 0.6115, 0.4988, 0.5611, 0.3924, 0.4283, 0.4888, 0.4455, 0.457, 0.3315, 0.3422, 0.2706, 0.2523, 0.2946, 0.1637, 0.1756, 0.2597, 0.2662, 0.4046, 0.4046, 0.4078, 0.3503, 0.38, 0.4642, 0.5019, 0.4457, 0.4948, 0.4869, 0.4864, 0.3518, 0.3093, 0.2628, 0.3082, 0.2688, 0.2837, 0.3296, 0.3407, 0.3174, 0.3196, 0.3196, 0.2943, 0.2866, 0.2649, 0.2392]}
{"unit_id": "reply:1969764789887905990", "ticker_idx": 0, "ts": "2025-09-21T14:04:57+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still have 3/4", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds 3/4 of TSLA position; ongoing long exposure.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@k0bE11 @JohnAlden47 i sold shorter term options. still have 3/4", "reply_text": null, "parent_text": "@DeepValueBagger @JohnAlden47 You completely exited your $TSLA position?", "quoted_text": null, "parent_author": "k0bE11", "ret_m1d": -0.018746653211690334, "ret_signed_m1d": -0.018746653211690334, "alpha_spy_m1d": -0.014037973143622984, "alpha_c_m1d": -0.0220149604103258, "bench_spy_m1d": -0.00470868006806735, "bench_c_m1d": 0.0032683071986354673, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019253323313789705, "ret_signed_p1d": -0.019253323313789705, "alpha_spy_p1d": -0.013809944448695877, "alpha_c_p1d": -0.009843630544125292, "bench_spy_p1d": -0.005443378865093829, "bench_c_p1d": -0.009409692769664413, "ret_p1w": 0.020727298259167526, "ret_signed_p1w": 0.020727298259167526, "alpha_spy_p1w": 0.025465971683475752, "alpha_c_p1w": 0.018312529381111275, "bench_spy_p1w": -0.004738673424308226, "bench_c_p1w": 0.0024147688780562504, "ret_p1m": 0.019322481779660894, "ret_signed_p1m": 0.019322481779660894, "alpha_spy_p1m": 0.01264919073419124, "alpha_c_p1m": 0.023527731829639742, "bench_spy_p1m": 0.006673291045469654, "bench_c_p1m": -0.004205250049978848, "ret_p3m": 0.11321711759181219, "ret_signed_p3m": 0.11321711759181219, "alpha_spy_p3m": 0.09877591642895589, "alpha_c_p3m": 0.09448126440628313, "bench_spy_p3m": 0.014441201162856299, "bench_c_p3m": 0.01873585318552906, "ret_p6m": -0.08046798353100781, "ret_signed_p6m": -0.08046798353100781, "alpha_spy_p6m": -0.0893638284175513, "alpha_c_p6m": -0.02479549120166813, "bench_spy_p6m": 0.008895844886543491, "bench_c_p6m": -0.055672492329339685, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019322481779660894, "alpha_spy_stated": 0.01264919073419124, "alpha_c_stated": 0.023527731829639742, "price_path": [-0.2456, -0.2497, -0.2547, -0.2684, -0.3075, -0.273, -0.2737, -0.2737, -0.323, -0.3141, -0.3186, -0.2864, -0.278, -0.2702, -0.2843, -0.2592, -0.2644, -0.2408, -0.2435, -0.2351, -0.2341, -0.2969, -0.2721, -0.2502, -0.2603, -0.2652, -0.29, -0.303, -0.2878, -0.289, -0.2632, -0.2578, -0.2408, -0.2192, -0.215, -0.2184, -0.2271, -0.2387, -0.2281, -0.2416, -0.254, -0.2628, -0.2169, -0.2018, -0.1901, -0.1949, -0.2032, -0.2311, -0.2311, -0.2415, -0.2306, -0.2204, -0.192, -0.2022, -0.2009, -0.199, -0.1506, -0.0881, -0.0557, -0.029, -0.0192, -0.04, -0.0187, 0.0, -0.0193, 0.0198, -0.0249, 0.0143, 0.0207, 0.0242, 0.0582, 0.0041, -0.0101, 0.0438, -0.0026, 0.0103, 0.0031, -0.0477, 0.0039, -0.0114, 0.0022, -0.0126, 0.0117, 0.0304, 0.0193, 0.011, 0.034, -0.0011, 0.0419, 0.0607, 0.0629, 0.0136, 0.0515, 0.0787, 0.0231, 0.0642, 0.0269, -0.0108, 0.0254, 0.0125, -0.0083, -0.0742, -0.0688, -0.0582, -0.0759, -0.0696, -0.0898, -0.0993, -0.0378, -0.0341, -0.0176, -0.0176, -0.0093, -0.0094, -0.0114, 0.0289, 0.0468, 0.0479, 0.0124, 0.0252, 0.0397, 0.0292, 0.057, 0.0947, 0.1282, 0.0761, 0.1132, 0.1082, 0.1256, 0.1183, 0.1179, 0.1179, 0.0944, 0.0586, 0.0466, 0.0357, 0.0357, 0.0089, 0.0402, -0.0029, -0.0064, 0.0037, 0.0249, 0.034, 0.0299, 0.0115, 0.01, 0.0076, 0.0076, -0.0345, -0.0064, 0.0349, 0.0342, 0.0023, -0.0076, -0.0063, -0.0406, -0.0088, -0.0286, -0.0282, -0.0649, -0.0852, -0.0532, -0.0389, -0.0207, -0.0137, -0.0395, -0.0386, -0.0386, -0.0543, -0.0527, -0.0518, -0.0516, -0.0792, -0.0572, -0.0387, -0.059, -0.073, -0.0711, -0.0962, -0.0651, -0.066, -0.0863, -0.0818, -0.0805, -0.0608, -0.0903, -0.0991, -0.089, -0.0805]}
{"unit_id": "quote:1952342769839538650", "ticker_idx": 0, "ts": "2025-08-04T12:16:03+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Excellent news us $tsla shareholders have been waiting for a long time. Nevertheless, it has huge impact.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish TSLA on Musk $30B stock award approval; views it as a significant positive catalyst despite market needing time to digest.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Excellent news us $tsla shareholders have been waiting for a long time. Market might take more time to digest. Nevertheless, it has huge impact.", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA\n\nTESLA APPROVES $30B RESTRICTED STOCK AWARD FOR CEO ELON MUSK \n\n- Shares vest after 2 years, cannot be sold or transferred for 5 years \n\n- Musk must pay $23.34 per share, matching the strike price of his 2018 compensation plan\n\nHappy they are giving that man his money… https://t.co/mIkIopZtss", "parent_author": null, "ret_m1d": -0.021438287115870924, "ret_signed_m1d": -0.021438287115870924, "alpha_spy_m1d": -0.006465998945692553, "alpha_c_m1d": -0.009820491205415505, "bench_spy_m1d": -0.014972288170178372, "bench_c_m1d": -0.01161779591045542, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017461311772288823, "ret_signed_p1d": -0.0017461311772288823, "alpha_spy_p1d": 0.0033238929394839856, "alpha_c_p1d": -0.0030268613333845895, "bench_spy_p1d": -0.005070024116712868, "bench_c_p1d": 0.0012807301561557072, "ret_p1w": 0.09626200631705761, "ret_signed_p1w": 0.09626200631705761, "alpha_spy_p1w": 0.0887362152397917, "alpha_c_p1w": 0.07005335371847088, "bench_spy_p1w": 0.00752579107726592, "bench_c_p1w": 0.026208652598586735, "ret_p1m": 0.06499377530632056, "ret_signed_p1m": 0.06499377530632056, "alpha_spy_p1m": 0.05057605616111549, "alpha_c_p1m": 0.012942423154480798, "bench_spy_p1m": 0.014417719145205066, "bench_c_p1m": 0.05205135215183976, "ret_p3m": 0.42307441054874406, "ret_signed_p3m": 0.42307441054874406, "alpha_spy_p3m": 0.34299325496456046, "alpha_c_p3m": 0.35203077759366996, "bench_spy_p3m": 0.0800811555841836, "bench_c_p3m": 0.0710436329550741, "ret_p6m": 0.3933259402760969, "ret_signed_p6m": 0.3933259402760969, "alpha_spy_p6m": 0.28509991780901167, "alpha_c_p6m": 0.266765408667228, "bench_spy_p6m": 0.10822602246708524, "bench_c_p6m": 0.12656053160886893, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06499377530632056, "alpha_spy_stated": 0.05057605616111549, "alpha_c_stated": 0.012942423154480798, "price_path": [-0.1068, -0.079, -0.0356, 0.0295, 0.0802, 0.1242, 0.1085, 0.1317, 0.1062, 0.1118, 0.082, 0.1028, 0.0973, 0.0973, 0.1734, 0.154, 0.159, 0.1203, 0.1081, 0.1132, 0.0737, -0.0794, -0.0457, -0.0022, 0.0544, 0.0555, 0.0319, 0.0519, 0.0643, 0.0229, 0.0414, 0.0414, 0.0417, 0.1275, 0.1009, 0.0591, 0.0534, 0.0465, 0.0272, -0.0276, 0.0207, 0.0197, 0.0197, -0.0495, -0.037, -0.0433, 0.002, 0.0137, 0.0247, 0.0049, 0.0401, 0.0328, 0.0659, 0.0622, 0.0739, 0.0753, -0.0128, 0.022, 0.0528, 0.0386, 0.0316, -0.0032, -0.0214, 0.0, -0.0017, 0.0344, 0.0421, 0.0659, 0.0963, 0.1021, 0.0974, 0.0851, 0.0689, 0.0837, 0.0648, 0.0473, 0.0351, 0.0994, 0.1207, 0.1371, 0.1304, 0.1187, 0.0796, 0.0796, 0.065, 0.0803, 0.0946, 0.1344, 0.1201, 0.1219, 0.1246, 0.1926, 0.2803, 0.3259, 0.3633, 0.377, 0.3479, 0.3777, 0.404, 0.377, 0.4318, 0.369, 0.424, 0.4331, 0.438, 0.4857, 0.4098, 0.3899, 0.4656, 0.4004, 0.4185, 0.4083, 0.337, 0.4095, 0.388, 0.4071, 0.3864, 0.4205, 0.4468, 0.4312, 0.4194, 0.4518, 0.4024, 0.4629, 0.4892, 0.4923, 0.4231, 0.4763, 0.5145, 0.4365, 0.4941, 0.4419, 0.3889, 0.4397, 0.4215, 0.3924, 0.2998, 0.3075, 0.3223, 0.2975, 0.3063, 0.278, 0.2646, 0.3509, 0.3561, 0.3794, 0.3794, 0.391, 0.3909, 0.388, 0.4445, 0.4697, 0.4713, 0.4214, 0.4395, 0.4598, 0.445, 0.4841, 0.5369, 0.584, 0.5109, 0.563, 0.556, 0.5803, 0.5701, 0.5696, 0.5696, 0.5365, 0.4863, 0.4694, 0.4542, 0.4542, 0.4165, 0.4605, 0.4, 0.395, 0.4092, 0.439, 0.4517, 0.446, 0.4202, 0.4181, 0.4147, 0.4147, 0.3557, 0.3951, 0.453, 0.452, 0.4072, 0.3933]}
{"unit_id": "reply:1959741825494999209", "ticker_idx": 0, "ts": "2025-08-24T22:17:16+00:00", "symbol": "LINK-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Link is the real world data chain that powers everything on ethereum. More Link token demand to power the volume", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LINK: real-world data chain powering Ethereum with growing token demand driving volume.", "resolved_tickers": ["LINK-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": "@SymoneBeez @johhnyWalkerAZ Avax have inferior tech\n\nLink is the real world data chain that powers everything on ethereum. More Link token demand to power the volume", "reply_text": null, "parent_text": "@DeepValueBagger @johhnyWalkerAZ I haven't checked LINK's chart in forever but it is becoming some what of a consensus trade. Can't be right all of the time I think he truly believed AVAX would bounce back like previous cycles.", "quoted_text": null, "parent_author": "SymoneBeez", "ret_m1d": 0.14322139902249242, "ret_signed_m1d": 0.14322139902249242, "alpha_spy_m1d": 0.13880082791183046, "alpha_c_m1d": 0.13880082791183046, "bench_spy_m1d": 0.004420571110661964, "bench_c_m1d": 0.004420571110661964, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04291928978526416, "ret_signed_p1d": 0.04291928978526416, "alpha_spy_p1d": 0.03873222457113035, "alpha_c_p1d": 0.03873222457113035, "bench_spy_p1d": 0.004187065214133812, "bench_c_p1d": 0.004187065214133812, "ret_p1w": -0.03908065917974046, "ret_signed_p1w": -0.03908065917974046, "alpha_spy_p1w": -0.04309655717560468, "alpha_c_p1w": -0.04309655717560468, "bench_spy_p1w": 0.004015897995864215, "bench_c_p1w": 0.004015897995864215, "ret_p1m": -0.0791203034250596, "ret_signed_p1m": -0.0791203034250596, "alpha_spy_p1m": -0.11426414152046593, "alpha_c_p1m": -0.11426414152046593, "bench_spy_p1m": 0.03514383809540633, "bench_c_p1m": 0.03514383809540633, "ret_p3m": -0.4475450740508816, "ret_signed_p3m": -0.4475450740508816, "alpha_spy_p3m": -0.4660194151051179, "alpha_c_p3m": -0.4660194151051179, "bench_spy_p3m": 0.018474341054236287, "bench_c_p3m": 0.018474341054236287, "ret_p6m": -0.6225562206319486, "ret_signed_p6m": -0.6225562206319486, "alpha_spy_p6m": -0.6915034711600503, "alpha_c_p6m": -0.6915034711600503, "bench_spy_p6m": 0.06894725052810169, "bench_c_p6m": 0.06894725052810169, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0791203034250596, "alpha_spy_stated": -0.11426414152046593, "alpha_c_stated": -0.11426414152046593, "price_path": [-0.3304, -0.3571, -0.4059, -0.3976, -0.3967, -0.408, -0.4477, -0.4195, -0.3861, -0.3406, -0.3627, -0.4005, -0.4257, -0.4198, -0.444, -0.4399, -0.4411, -0.4651, -0.4497, -0.4269, -0.4385, -0.4473, -0.4418, -0.4281, -0.4488, -0.4204, -0.4158, -0.4371, -0.426, -0.403, -0.3908, -0.3486, -0.3461, -0.3256, -0.3122, -0.2873, -0.2307, -0.2373, -0.1651, -0.1595, -0.2227, -0.2346, -0.2182, -0.229, -0.2382, -0.2428, -0.2753, -0.3118, -0.269, -0.2997, -0.2868, -0.2105, -0.1496, -0.0973, 0.0054, 0.0259, -0.0392, -0.0702, 0.101, 0.0052, 0.127, 0.0594, 0.1432, 0.0, 0.0429, 0.0155, 0.0763, 0.0016, -0.0391, 0.0036, 0.0127, -0.0446, -0.0472, -0.0147, -0.0145, 0.0069, 0.0458, 0.0744, 0.0081, 0.0042, 0.0253, 0.0532, 0.0043, -0.0742, -0.0791, -0.0759, -0.1405, -0.0987, -0.0704, -0.0883, -0.0348, -0.0266, -0.0372, -0.0009, -0.0658, -0.0331, -0.0591, -0.2582, -0.1509, -0.183, -0.2279, -0.2561, -0.29, -0.2025, -0.2465, -0.2645, -0.2556, -0.2358, -0.2214, -0.2375, -0.2259, -0.2817, -0.2631, -0.3485, -0.3706, -0.3524, -0.371, -0.326, -0.3014, -0.3461, -0.3528, -0.3766, -0.4101, -0.4313, -0.4104, -0.4221, -0.4475, -0.482, -0.4459, -0.4415, -0.4249, -0.4294, -0.4384, -0.4834, -0.4225, -0.3722, -0.3907, -0.4184, -0.4124, -0.3838, -0.3965, -0.3989, -0.4168, -0.4501, -0.4472, -0.4768, -0.4899, -0.4644, -0.4624, -0.4705, -0.4756, -0.4847, -0.4795, -0.4747, -0.4694, -0.479, -0.462, -0.4331, -0.4051, -0.3998, -0.426, -0.4351, -0.4393, -0.4414, -0.3998, -0.3967, -0.4108, -0.4132, -0.4496, -0.4822, -0.4706, -0.4767, -0.4782, -0.4895, -0.4856, -0.4942, -0.5256, -0.5397, -0.5808, -0.596, -0.6046, -0.662, -0.6205, -0.6226, -0.6341, -0.6447, -0.6408, -0.6252, -0.6185, -0.6226]}
{"unit_id": "orig:1941603475403554855", "ticker_idx": 0, "ts": "2025-07-05T21:01:56+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $tsla stays above it, perhaps much of this fear is built in, or non factor to tsla current and future valuation", "tweet_type": "prediction", "timeline": "days", "summary": "If TSLA holds $300 Monday, fear is priced in and near-term downside is limited; soft bullish lean above that level.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I was really hoping he give up after the BBB. But like so many, I underestimated him.\n\nIf $tsla goes below $300 on monday we will have serious short term pain.\n\nIf $tsla stays above it, perhaps much of this fear is built in, or non factor to tsla current and future valuation. https://t.co/bE6OgrkLqA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07283800600218493, "ret_signed_m1d": 0.07283800600218493, "alpha_spy_m1d": 0.065330085266611, "alpha_c_m1d": 0.05997166138197052, "bench_spy_m1d": 0.007507920735573936, "bench_c_m1d": 0.01286634462021441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013165935514200422, "ret_signed_p1d": 0.013165935514200422, "alpha_spy_p1d": 0.01371367080921293, "alpha_c_p1d": 0.016554161411604706, "bench_spy_p1d": -0.0005477352950125081, "bench_c_p1d": -0.0033882258974042845, "ret_p1w": 0.07811114943313968, "ret_signed_p1w": 0.07811114943313968, "alpha_spy_p1w": 0.07145729407860713, "alpha_c_p1w": 0.06048289770405102, "bench_spy_p1w": 0.006653855354532556, "bench_c_p1w": 0.017628251729088662, "ret_p1m": 0.05028236598127922, "ret_signed_p1m": 0.05028236598127922, "alpha_spy_p1m": 0.03853732647056418, "alpha_c_p1m": 0.04794710792178036, "bench_spy_p1m": 0.011745039510715038, "bench_c_p1m": 0.002335258059498857, "ret_p3m": 0.483295898410125, "ret_signed_p3m": 0.483295898410125, "alpha_spy_p3m": 0.4021022192495789, "alpha_c_p3m": 0.3852086526846077, "bench_spy_p3m": 0.0811936791605461, "bench_c_p3m": 0.0980872457255173, "ret_p6m": 0.5459957436938749, "ret_signed_p6m": 0.5459957436938749, "alpha_spy_p6m": 0.4327806777021619, "alpha_c_p6m": 0.43966577701778986, "bench_spy_p6m": 0.11321506599171305, "bench_c_p6m": 0.10632996667608507, "ret_p1y": 0.27757363972314275, "ret_signed_p1y": 0.27757363972314275, "alpha_spy_p1y": 0.0831344703559127, "alpha_c_p1y": 0.21563181213006244, "bench_spy_p1y": 0.19443916936723005, "bench_c_p1y": 0.06194182759308031, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.07811114943313968, "alpha_spy_stated": 0.07145729407860713, "alpha_c_stated": 0.06048289770405102, "price_path": [-0.074, -0.1413, -0.1416, -0.1415, -0.1355, -0.1782, -0.1788, -0.1788, -0.226, -0.1904, -0.147, -0.1171, -0.0306, -0.0274, -0.0065, -0.0401, -0.0457, -0.0229, -0.0465, -0.0632, -0.0603, -0.031, 0.0147, 0.0831, 0.1365, 0.1828, 0.1663, 0.1907, 0.1638, 0.1697, 0.1384, 0.1602, 0.1545, 0.1545, 0.2346, 0.2142, 0.2194, 0.1787, 0.1659, 0.1712, 0.1297, -0.0314, 0.0041, 0.0498, 0.1094, 0.1105, 0.0856, 0.1067, 0.1197, 0.0762, 0.0956, 0.0956, 0.096, 0.1862, 0.1583, 0.1143, 0.1083, 0.101, 0.0807, 0.023, 0.0739, 0.0728, 0.0728, 0.0, 0.0132, 0.0066, 0.0542, 0.0666, 0.0781, 0.0573, 0.0943, 0.0867, 0.1215, 0.1175, 0.1299, 0.1314, 0.0386, 0.0753, 0.1077, 0.0927, 0.0854, 0.0488, 0.0296, 0.0521, 0.0503, 0.0884, 0.0964, 0.1215, 0.1534, 0.1596, 0.1546, 0.1417, 0.1246, 0.1402, 0.1203, 0.1019, 0.089, 0.1567, 0.1792, 0.1964, 0.1894, 0.177, 0.1358, 0.1358, 0.1205, 0.1366, 0.1517, 0.1936, 0.1785, 0.1804, 0.1832, 0.2547, 0.347, 0.395, 0.4344, 0.4488, 0.4181, 0.4495, 0.4772, 0.4488, 0.5064, 0.4404, 0.4983, 0.5078, 0.513, 0.5631, 0.4833, 0.4623, 0.542, 0.4734, 0.4924, 0.4817, 0.4067, 0.483, 0.4603, 0.4804, 0.4586, 0.4946, 0.5222, 0.5057, 0.4934, 0.5275, 0.4755, 0.5392, 0.5668, 0.5701, 0.4972, 0.5532, 0.5934, 0.5114, 0.572, 0.517, 0.4613, 0.5147, 0.4956, 0.4649, 0.3676, 0.3756, 0.3912, 0.3651, 0.3744, 0.3446, 0.3305, 0.4213, 0.4268, 0.4512, 0.4512, 0.4635, 0.4634, 0.4603, 0.5198, 0.5463, 0.5479, 0.4955, 0.5145, 0.5359, 0.5203, 0.5614, 0.617, 0.6666, 0.5896, 0.6445, 0.6371, 0.6627, 0.6519, 0.6514, 0.6514, 0.6166, 0.5637, 0.546]}
{"unit_id": "thread:1964537045415780822", "ticker_idx": 0, "ts": "2025-09-07T03:51:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "CTO Denis' experience with building Tier-3 datacenter is a good sign. I also liked his interview which show depth of knowledge and experience.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN on CTO's strong datacenter pedigree; bearish CIFR on weak technical leadership credentials.", "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": "self_thread", "lang": "en", "tweet_text": "Digging deeper into $IREN. CTO Denis' experience with building Tier-3 datacenter is a good sign. FYI Tier-1 is the lowest level (no redundancy), and scales up to Tier-4.  I also liked his interview which show depth of knowledge and experience.  \n\nhttps://t.co/IOCIjApQVo https://t.co/iWEBXuKskp\n\n---\n\n$CIFR Network Architect has experience in Google (not sure what scope), with a degree from University of Phoenix which is basically a cheap online school. https://t.co/T3F87l9JTX", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0015273354223619418, "ret_signed_m1d": -0.0015273354223619418, "alpha_spy_m1d": 0.0009232223280061236, "alpha_c_m1d": -0.0007740737379982043, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0007532616843637374, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15273004652284672, "ret_signed_p1d": 0.15273004652284672, "alpha_spy_p1d": 0.15041816190269564, "alpha_c_p1d": 0.14839939360098708, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": 0.004330652921859635, "ret_p1w": 0.41809845865987616, "ret_signed_p1w": 0.41809845865987616, "alpha_spy_p1w": 0.3994803069178021, "alpha_c_p1w": 0.4073660661243952, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.010732392535480972, "ret_p1m": 1.355097329034674, "ret_signed_p1m": 1.355097329034674, "alpha_spy_p1m": 1.320966523749915, "alpha_c_p1m": 1.3393374782252732, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.01575985080940079, "ret_p3m": 0.7735776943775019, "ret_signed_p3m": 0.7735776943775019, "alpha_spy_p3m": 0.7158468718584694, "alpha_c_p3m": 0.7598957867136569, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.013681907663845028, "ret_p6m": 0.4833905185912595, "ret_signed_p6m": 0.4833905185912595, "alpha_spy_p6m": 0.4288274925571389, "alpha_c_p6m": 0.512610025844184, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.029219507252924548, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.355097329034674, "alpha_spy_stated": 1.320966523749915, "alpha_c_stated": 1.3393374782252732, "price_path": [-0.6067, -0.6117, -0.6247, -0.6029, -0.627, -0.6258, -0.6258, -0.6002, -0.593, -0.5594, -0.5468, -0.4994, -0.4654, -0.4437, -0.4185, -0.4021, -0.3578, -0.3578, -0.3528, -0.3551, -0.3524, -0.3498, -0.3803, -0.3402, -0.3555, -0.3391, -0.3108, -0.315, -0.307, -0.2902, -0.2749, -0.3074, -0.3234, -0.3669, -0.3971, -0.3837, -0.3849, -0.412, -0.3708, -0.3719, -0.3005, -0.291, -0.2955, -0.3139, -0.3192, -0.323, -0.2715, -0.2482, -0.2094, -0.2848, -0.2455, -0.252, -0.1817, -0.1172, -0.1222, -0.1464, -0.1203, 0.0111, 0.0111, 0.1115, 0.0771, -0.0023, -0.0015, 0.0, 0.1527, 0.2841, 0.2543, 0.2967, 0.4181, 0.3918, 0.4471, 0.3868, 0.4754, 0.5998, 0.5949, 0.7999, 0.7675, 0.5983, 0.7537, 0.7919, 0.7976, 0.7953, 0.9267, 1.205, 1.3551, 1.2944, 1.438, 1.2822, 1.449, 1.656, 1.5956, 1.3608, 1.3184, 1.2612, 1.1075, 0.979, 1.1329, 1.4017, 1.4815, 1.3834, 1.307, 1.223, 1.3196, 1.5869, 1.5441, 1.9175, 1.5567, 1.3818, 1.2974, 1.1909, 1.1268, 0.8576, 0.7705, 0.8102, 0.8652, 0.7499, 0.6598, 0.6136, 0.8515, 0.8125, 0.8499, 0.8499, 0.8255, 0.8515, 0.5701, 0.6785, 0.7736, 0.7071, 0.7694, 0.7885, 0.677, 0.6777, 0.5323, 0.3547, 0.3971, 0.2898, 0.3669, 0.5242, 0.6052, 0.6063, 0.6029, 0.6029, 0.5388, 0.5048, 0.4624, 0.4422, 0.4422, 0.6304, 0.8419, 0.753, 0.6657, 0.7442, 0.7575, 0.9217, 1.0233, 1.0191, 0.9813, 1.2077, 1.2077, 1.0718, 1.042, 0.9954, 1.1642, 0.9992, 1.2906, 1.4032, 1.2848, 1.0519, 1.0267, 1.0767, 0.7159, 0.5193, 0.5972, 0.7621, 0.6392, 0.6292, 0.5284, 0.6121, 0.6121, 0.5643, 0.6067, 0.6529, 0.5265, 0.6174, 0.7354, 0.6812, 0.6892, 0.5636, 0.5804, 0.4834]}
{"unit_id": "orig:1955990875491688829", "ticker_idx": 0, "ts": "2025-08-14T13:52:19+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Bought the $ETH dip, added $60K leverage. I figure $BMNR will buy it anyways, might as well buys it before it run again", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Leveraged long ETH dip on expectation BMNR will buy, driving price higher.", "resolved_tickers": ["ETH-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": "Bought the $ETH dip, added $60K leverage. I figure $BMNR will buy it anyways, might as well buys it before it run again.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.045756762603405665, "ret_signed_m1d": 0.045756762603405665, "alpha_spy_m1d": 0.04584967183940658, "alpha_c_m1d": 0.04584967183940658, "bench_spy_m1d": -9.290923600091539e-05, "bench_c_m1d": -9.290923600091539e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023784910750758614, "ret_signed_p1d": -0.023784910750758614, "alpha_spy_p1d": -0.02144371282442392, "alpha_c_p1d": -0.02144371282442392, "bench_spy_p1d": -0.0023411979263346927, "bench_c_p1d": -0.0023411979263346927, "ret_p1w": -0.07144781148395885, "ret_signed_p1w": -0.07144781148395885, "alpha_spy_p1w": -0.056873021941079904, "alpha_c_p1w": -0.056873021941079904, "bench_spy_p1w": -0.014574789542878941, "bench_c_p1w": -0.014574789542878941, "ret_p1m": 0.0367355921776944, "ret_signed_p1m": 0.0367355921776944, "alpha_spy_p1m": 0.017416307818021837, "alpha_c_p1m": 0.017416307818021837, "bench_spy_p1m": 0.01931928435967256, "bench_c_p1m": 0.01931928435967256, "ret_p3m": -0.24908592866394796, "ret_signed_p3m": -0.24908592866394796, "alpha_spy_p3m": -0.31101868955136025, "alpha_c_p3m": -0.31101868955136025, "bench_spy_p3m": 0.061932760887412286, "bench_c_p3m": 0.061932760887412286, "ret_p6m": -0.5463255443444168, "ret_signed_p6m": -0.5463255443444168, "alpha_spy_p6m": -0.6232788868761792, "alpha_c_p6m": -0.6232788868761792, "bench_spy_p6m": 0.07695334253176234, "bench_c_p6m": 0.07695334253176234, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0367355921776944, "alpha_spy_stated": 0.017416307818021837, "alpha_c_stated": 0.017416307818021837, "price_path": [-0.4439, -0.445, -0.4388, -0.4142, -0.4445, -0.4362, -0.4145, -0.4103, -0.4212, -0.4437, -0.4268, -0.4298, -0.4264, -0.4687, -0.4553, -0.4104, -0.3814, -0.3902, -0.417, -0.4329, -0.4414, -0.448, -0.445, -0.4456, -0.4707, -0.4675, -0.4618, -0.4681, -0.4688, -0.4671, -0.4533, -0.471, -0.4346, -0.4303, -0.4485, -0.4409, -0.4249, -0.3908, -0.3503, -0.3497, -0.3375, -0.3096, -0.2587, -0.2356, -0.2197, -0.1726, -0.1757, -0.2019, -0.1847, -0.1805, -0.1673, -0.1659, -0.1627, -0.1872, -0.233, -0.1823, -0.2059, -0.19, -0.1394, -0.1184, -0.0706, 0.0094, 0.0458, 0.0, -0.0238, -0.0518, -0.1044, -0.047, -0.0714, 0.0623, -0.0385, 0.0115, -0.0098, -0.009, -0.0413, -0.0514, -0.049, -0.0215, -0.0548, -0.053, -0.0528, -0.0526, -0.0438, -0.0191, 0.0367, -0.0047, -0.0098, 0.0098, 0.0092, -0.017, -0.0759, -0.0841, -0.0868, -0.1495, -0.1126, -0.0727, -0.0884, -0.0433, -0.0132, -0.0073, 0.0307, -0.0213, -0.0045, -0.0394, -0.155, -0.0666, -0.093, -0.1233, -0.1437, -0.1573, -0.1248, -0.1476, -0.1627, -0.1522, -0.1349, -0.0941, -0.1244, -0.1418, -0.1635, -0.1541, -0.208, -0.2761, -0.2469, -0.2717, -0.2447, -0.2154, -0.2491, -0.2496, -0.2892, -0.3176, -0.335, -0.3134, -0.3353, -0.3774, -0.3919, -0.3508, -0.3496, -0.3343, -0.3372, -0.3333, -0.3843, -0.3408, -0.2983, -0.3109, -0.335, -0.3129, -0.2698, -0.2689, -0.2883, -0.3219, -0.3483, -0.3483, -0.3775, -0.3784, -0.3452, -0.3391, -0.3484, -0.3524, -0.3616, -0.3567, -0.3548, -0.3467, -0.3476, -0.3403, -0.313, -0.2907, -0.2753, -0.3037, -0.3174, -0.3221, -0.3201, -0.2696, -0.2624, -0.2707, -0.2754, -0.2994, -0.3546, -0.345, -0.3515, -0.3507, -0.3566, -0.3355, -0.3389, -0.3804, -0.4058, -0.4845, -0.5102, -0.5287, -0.5995, -0.5463]}
{"unit_id": "quote:1965896299003412625", "ticker_idx": 0, "ts": "2025-09-10T21:52:56+00:00", "symbol": "OPEN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Impressive CEO. This could be the beginning of something big. $OPEN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on Opendoor following new CEO hire and Khosla Ventures investment; sees it as a potential turning point.", "resolved_tickers": ["OPEN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLRE", "bench_c_reason": "industry='Real Estate Services'", "bench_c_industry": "Real Estate Services", "unit_kind": "quote", "lang": "en", "tweet_text": "Impressive CEO. This could be the beginning of something big. $OPEN", "reply_text": null, "parent_text": null, "quoted_text": "*OPENDOOR NAMES KAZ NEJATIAN (FORMER COO OF SHOPIFY) AS NEW CEO \n\n*OPENDOOR SAYS KHOSLA VENTURES INVESTING $40M IN PIPE FINANCING $OPEN", "parent_author": null, "ret_m1d": -0.44296579101479283, "ret_signed_m1d": -0.44296579101479283, "alpha_spy_m1d": -0.43472408613760627, "alpha_c_m1d": -0.4269808181898125, "bench_spy_m1d": -0.008241704877186562, "bench_c_m1d": -0.015984972824980348, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1378327661449259, "ret_signed_p1d": -0.1378327661449259, "alpha_spy_p1d": -0.13749813573557979, "alpha_c_p1d": -0.13336641351225287, "bench_spy_p1d": -0.000334630409346115, "bench_c_p1d": -0.004466352632673032, "ret_p1w": -0.055133160850039276, "ret_signed_p1w": -0.055133160850039276, "alpha_spy_p1w": -0.062173536927324524, "alpha_c_p1w": -0.04384969973148167, "bench_spy_p1w": 0.007040376077285249, "bench_c_p1w": -0.011283461118557603, "ret_p1m": -0.28041826594458175, "ret_signed_p1m": -0.28041826594458175, "alpha_spy_p1m": -0.2761611590600068, "alpha_c_p1m": -0.24399356327702437, "bench_spy_p1m": -0.004257106884574924, "bench_c_p1m": -0.036424702667557374, "ret_p3m": -0.2956274215802347, "ret_signed_p3m": -0.2956274215802347, "alpha_spy_p3m": -0.3371456151615805, "alpha_c_p3m": -0.25493915039646065, "bench_spy_p3m": 0.041518193581345786, "bench_c_p3m": -0.04068827118377405, "ret_p6m": -0.5247148495787335, "ret_signed_p6m": -0.5247148495787335, "alpha_spy_p6m": -0.5530079163763495, "alpha_c_p6m": -0.5517407032548727, "bench_spy_p6m": 0.028293066797616007, "bench_c_p6m": 0.02702585367613919, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28041826594458175, "alpha_spy_stated": -0.2761611590600068, "alpha_c_stated": -0.24399356327702437, "price_path": [-0.9471, -0.9461, -0.9449, -0.9449, -0.9491, -0.9496, -0.9477, -0.9513, -0.9489, -0.947, -0.9493, -0.9463, -0.9462, -0.942, -0.942, -0.9405, -0.9304, -0.9299, -0.9161, -0.926, -0.9144, -0.9011, -0.8584, -0.8432, -0.7861, -0.6949, -0.7262, -0.7823, -0.77, -0.7586, -0.7776, -0.8051, -0.8032, -0.8251, -0.8004, -0.7662, -0.7605, -0.8194, -0.8241, -0.8146, -0.7804, -0.7652, -0.77, -0.711, -0.6987, -0.6407, -0.6559, -0.6939, -0.6578, -0.5238, -0.5684, -0.5532, -0.6179, -0.5941, -0.577, -0.577, -0.5162, -0.5124, -0.4335, -0.3679, -0.4259, -0.4192, -0.443, 0.0, -0.1378, -0.0974, -0.1521, -0.0295, -0.0551, -0.0903, -0.2034, -0.326, -0.2177, -0.1359, -0.1625, -0.2205, -0.2424, -0.2338, -0.2386, -0.2291, -0.1179, -0.1169, -0.193, -0.2262, -0.2804, -0.3089, -0.2738, -0.2985, -0.3241, -0.3194, -0.2994, -0.3384, -0.3517, -0.3317, -0.2424, -0.2243, -0.2424, -0.2728, -0.3023, -0.2614, -0.2785, -0.3422, -0.3127, -0.3764, -0.3764, -0.2424, -0.1939, -0.1093, -0.1863, -0.2281, -0.2548, -0.2852, -0.3641, -0.4144, -0.3584, -0.269, -0.2643, -0.2605, -0.2605, -0.2681, -0.3213, -0.3356, -0.3403, -0.2795, -0.3203, -0.3298, -0.2956, -0.3346, -0.3298, -0.3764, -0.385, -0.3603, -0.4183, -0.403, -0.3954, -0.3897, -0.404, -0.403, -0.403, -0.4287, -0.4458, -0.4449, -0.4458, -0.4458, -0.423, -0.3992, -0.3413, -0.4183, -0.3888, -0.307, -0.3327, -0.3565, -0.3688, -0.4011, -0.366, -0.366, -0.3926, -0.384, -0.3897, -0.4287, -0.442, -0.4477, -0.4525, -0.4696, -0.5105, -0.5418, -0.5124, -0.5247, -0.5532, -0.5361, -0.5304, -0.5542, -0.5475, -0.5837, -0.5775, -0.5775, -0.5884, -0.5599, -0.558, -0.5247, -0.5456, -0.5143, -0.5266, -0.4857, -0.4848, -0.52, -0.5276, -0.5361, -0.5076, -0.5247]}
{"unit_id": "reply:1964711024483041541", "ticker_idx": 0, "ts": "2025-09-07T15:23:05+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I think there are some momentum toward end of the year as Elon pump comes in", "tweet_type": "prediction", "timeline": "months", "summary": "Expects TSLA momentum into year-end on Elon engagement, then slowdown early next year until earnings catch up.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp I think there are some momentum toward end of the year as Elon pump comes in. It will probably slow down early next year until earnings catch up..", "reply_text": null, "parent_text": "@DeepValueBagger Nah I wish. Either way if we have Elon in actual founder mode this time with his time not spent on politics then I’m happy to re enter a larger position. \n\nWe are sitting pretty much where I sold most of my shares and had a few months to make money on other stocks so I’m happy", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": 0.012817559236831366, "ret_signed_m1d": 0.012817559236831366, "alpha_spy_m1d": 0.015268116987199432, "alpha_c_m1d": 0.01667316649106476, "bench_spy_m1d": -0.0024505577503680653, "bench_c_m1d": -0.0038556072542333952, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001645517708609212, "ret_signed_p1d": 0.001645517708609212, "alpha_spy_p1d": -0.0006663669115418713, "alpha_c_p1d": 0.0030436949311555273, "bench_spy_p1d": 0.0023118846201510834, "bench_c_p1d": -0.0013981772225463152, "ret_p1w": 0.18371829032842069, "ret_signed_p1w": 0.18371829032842069, "alpha_spy_p1w": 0.16510013858634665, "alpha_c_p1w": 0.16388945302093472, "bench_spy_p1w": 0.01861815174207404, "bench_c_p1w": 0.01982883730748597, "ret_p1m": 0.25025982669997404, "ret_signed_p1m": 0.25025982669997404, "alpha_spy_p1m": 0.21612902141521517, "alpha_c_p1m": 0.2498542510610946, "bench_spy_p1m": 0.03413080528475887, "bench_c_p1m": 0.0004055756388794407, "ret_p3m": 0.31215359927265274, "ret_signed_p3m": 0.31215359927265274, "alpha_spy_p3m": 0.25442277675362024, "alpha_c_p3m": 0.3013916741272562, "bench_spy_p3m": 0.0577308225190325, "bench_c_p3m": 0.010761925145396534, "ret_p6m": 0.13288106117303267, "ret_signed_p6m": 0.13288106117303267, "alpha_spy_p6m": 0.07831803513891211, "alpha_c_p6m": 0.1601775721475185, "bench_spy_p6m": 0.054563026034120554, "bench_c_p6m": -0.02729651097448582, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25025982669997404, "alpha_spy_stated": 0.21612902141521517, "alpha_c_stated": 0.2498542510610946, "price_path": [-0.0577, -0.0788, -0.0609, -0.0499, -0.0867, -0.0703, -0.0703, -0.07, 0.0066, -0.0171, -0.0544, -0.0595, -0.0657, -0.083, -0.1319, -0.0888, -0.0896, -0.0896, -0.1514, -0.1403, -0.1458, -0.1055, -0.0949, -0.0852, -0.1028, -0.0714, -0.0779, -0.0484, -0.0517, -0.0413, -0.04, -0.1186, -0.0876, -0.0601, -0.0727, -0.079, -0.1101, -0.1264, -0.1072, -0.1088, -0.0765, -0.0697, -0.0484, -0.0213, -0.0161, -0.0203, -0.0312, -0.0457, -0.0324, -0.0493, -0.065, -0.0759, -0.0184, 0.0006, 0.0152, 0.0092, -0.0012, -0.0362, -0.0362, -0.0492, -0.0355, -0.0227, 0.0128, 0.0, 0.0016, 0.004, 0.0647, 0.143, 0.1837, 0.2171, 0.2294, 0.2034, 0.23, 0.2535, 0.2294, 0.2783, 0.2223, 0.2714, 0.2795, 0.2838, 0.3264, 0.2587, 0.2408, 0.3085, 0.2503, 0.2664, 0.2573, 0.1937, 0.2584, 0.2391, 0.2562, 0.2377, 0.2682, 0.2917, 0.2777, 0.2672, 0.2961, 0.2521, 0.3061, 0.3295, 0.3323, 0.2705, 0.318, 0.3521, 0.2825, 0.3339, 0.2873, 0.24, 0.2853, 0.2691, 0.2431, 0.1605, 0.1673, 0.1805, 0.1583, 0.1663, 0.141, 0.129, 0.2061, 0.2107, 0.2315, 0.2315, 0.2418, 0.2417, 0.2391, 0.2897, 0.3122, 0.3135, 0.269, 0.2851, 0.3033, 0.2901, 0.3249, 0.3721, 0.4142, 0.3489, 0.3954, 0.3891, 0.4109, 0.4017, 0.4013, 0.4013, 0.3718, 0.3269, 0.3119, 0.2983, 0.2983, 0.2646, 0.3039, 0.2499, 0.2454, 0.2581, 0.2847, 0.2961, 0.291, 0.2679, 0.2661, 0.263, 0.263, 0.2103, 0.2455, 0.2972, 0.2964, 0.2564, 0.2439, 0.2456, 0.2025, 0.2425, 0.2177, 0.2181, 0.1721, 0.1467, 0.1868, 0.2047, 0.2275, 0.2363, 0.204, 0.2051, 0.2051, 0.1854, 0.1874, 0.1885, 0.1889, 0.1542, 0.1818, 0.205, 0.1795, 0.162, 0.1643, 0.1329]}
{"unit_id": "reply:1967782779783090406", "ticker_idx": 0, "ts": "2025-09-16T02:49:08+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 trust $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on RKLB despite dilutive stock offering; expresses trust in management's capital allocation.", "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": "reply_other", "lang": "en", "tweet_text": "@itschrisray i trust $RKLB", "reply_text": null, "parent_text": "🚨 $RKLB issuing up to $750 million in new stock offering.\n\nWhat do you think they’ll use the money for? 🤔\n\nMy bet is another acquisition.", "quoted_text": null, "parent_author": "itschrisray", "ret_m1d": 0.14382478859697367, "ret_signed_m1d": 0.14382478859697367, "alpha_spy_m1d": 0.14244600534654395, "alpha_c_m1d": 0.14086104581381198, "bench_spy_m1d": 0.001378783250429727, "bench_c_m1d": 0.0029637427831616936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017673889682456867, "ret_signed_p1d": 0.017673889682456867, "alpha_spy_p1d": 0.01891634674414877, "alpha_c_p1d": 0.022218498872024095, "bench_spy_p1d": -0.001242457061691904, "bench_c_p1d": -0.004544609189567228, "ret_p1w": 0.11990689054083448, "ret_signed_p1w": 0.11990689054083448, "alpha_spy_p1w": 0.11225719611065688, "alpha_c_p1w": 0.10777330824564246, "bench_spy_p1w": 0.0076496944301776, "bench_c_p1w": 0.012133582295192014, "ret_p1m": 0.4661868601782819, "ret_signed_p1m": 0.4661868601782819, "alpha_spy_p1m": 0.45555940159671193, "alpha_c_p1m": 0.4569630696556015, "bench_spy_p1m": 0.010627458581569993, "bench_c_p1m": 0.009223790522680408, "ret_p3m": 0.3015134526115597, "ret_signed_p3m": 0.3015134526115597, "alpha_spy_p3m": 0.26567995494813257, "alpha_c_p3m": 0.2649097277727077, "bench_spy_p3m": 0.03583349766342714, "bench_c_p3m": 0.03660372483885199, "ret_p6m": 0.5231241551771568, "ret_signed_p6m": 0.5231241551771568, "alpha_spy_p6m": 0.49250424596217024, "alpha_c_p6m": 0.39835877845200973, "bench_spy_p6m": 0.030619909214986585, "bench_c_p6m": 0.12476537672514709, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4661868601782819, "alpha_spy_stated": 0.45555940159671193, "alpha_c_stated": 0.4569630696556015, "price_path": [-0.4105, -0.3642, -0.3062, -0.2918, -0.3153, -0.2351, -0.2511, -0.2429, -0.2734, -0.2448, -0.2452, -0.2452, -0.1771, -0.18, -0.1716, -0.1724, -0.1739, -0.0854, -0.056, 0.0094, 0.0865, 0.0877, -0.0012, -0.0077, 0.0403, 0.0187, 0.0039, -0.0452, -0.0731, -0.017, -0.028, -0.0515, -0.0573, -0.0528, -0.0666, -0.0642, -0.0541, -0.0471, -0.0807, -0.0899, -0.0939, -0.063, -0.0482, -0.1339, -0.1387, -0.121, -0.0606, -0.0005, 0.0187, -0.0211, 0.0141, 0.0287, 0.0287, 0.0437, -0.0786, -0.0901, -0.0297, 0.0103, -0.0046, -0.0228, 0.0251, 0.129, 0.1438, 0.0, 0.0177, -0.0014, 0.0115, 0.0543, 0.1199, 0.0306, -0.013, -0.0208, -0.005, 0.0141, 0.0153, 0.1106, 0.1887, 0.2382, 0.3019, 0.3824, 0.4059, 0.3601, 0.3847, 0.4399, 0.4662, 0.4181, 0.4027, 0.4255, 0.3843, 0.2819, 0.3455, 0.3665, 0.3889, 0.3493, 0.4004, 0.2894, 0.3331, 0.2983, 0.1974, 0.1942, 0.0501, 0.093, 0.0985, 0.0846, 0.0577, -0.0422, -0.0361, -0.0833, -0.0945, -0.0767, -0.1644, -0.147, -0.1015, -0.0983, -0.1125, -0.1125, -0.1081, -0.1455, -0.1131, -0.0534, 0.045, 0.0383, 0.0913, 0.1309, 0.2175, 0.3447, 0.3015, 0.1728, 0.1745, 0.1421, 0.2683, 0.4926, 0.6414, 0.6336, 0.6336, 0.6336, 0.4954, 0.4842, 0.4912, 0.4766, 0.4766, 0.6084, 0.6539, 0.8209, 0.7797, 0.7585, 0.796, 0.8605, 0.8326, 0.9431, 0.921, 1.0383, 1.0383, 0.8872, 0.8588, 0.8622, 0.8817, 0.7035, 0.8415, 0.8747, 0.8135, 0.6948, 0.5695, 0.7202, 0.5475, 0.4037, 0.5307, 0.6052, 0.5246, 0.4736, 0.3972, 0.4275, 0.4275, 0.4793, 0.5752, 0.6209, 0.4998, 0.4861, 0.481, 0.4859, 0.5377, 0.4626, 0.5022, 0.4844, 0.5221, 0.4816, 0.484, 0.513, 0.459, 0.5231]}
{"unit_id": "quote:1946727874448302428", "ticker_idx": 0, "ts": "2025-07-20T00:24:28+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm not bullish enough $eth", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses ETH going well beyond $15k toward $80k; not bullish enough on ETH.", "resolved_tickers": ["ETH-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": "I'm not bullish enough $eth", "reply_text": null, "parent_text": null, "quoted_text": "Tom Lee was right on BTC early on and he’ll be absolutely right on ETH\n\nExcept $15k isn’t the peak - it’s a brief pit stop on the way to $80k 😎", "parent_author": null, "ret_m1d": -0.05695823271824574, "ret_signed_m1d": -0.05695823271824574, "alpha_spy_m1d": -0.05506567778184057, "alpha_c_m1d": -0.05506567778184057, "bench_spy_m1d": -0.0018925549364051664, "bench_c_m1d": -0.0018925549364051664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0037800761075303946, "ret_signed_p1d": -0.0037800761075303946, "alpha_spy_p1d": -0.003923271546633078, "alpha_c_p1d": -0.003923271546633078, "bench_spy_p1d": 0.0001431954391026835, "bench_c_p1d": 0.0001431954391026835, "ret_p1w": 0.006391727310347539, "ret_signed_p1w": 0.006391727310347539, "alpha_spy_p1w": -0.006601958349851111, "alpha_c_p1w": -0.006601958349851111, "bench_spy_p1w": 0.01299368566019865, "bench_c_p1w": 0.01299368566019865, "ret_p1m": 0.08239760193616918, "ret_signed_p1m": 0.08239760193616918, "alpha_spy_p1m": 0.06483962299600776, "alpha_c_p1m": 0.06483962299600776, "bench_spy_p1m": 0.017557978940161423, "bench_c_p1m": 0.017557978940161423, "ret_p3m": 0.034910999963736034, "ret_signed_p3m": 0.034910999963736034, "alpha_spy_p3m": -0.018688358238035496, "alpha_c_p3m": -0.018688358238035496, "bench_spy_p3m": 0.05359935820177153, "bench_c_p3m": 0.05359935820177153, "ret_p6m": -0.1172554710356023, "ret_signed_p6m": -0.1172554710356023, "alpha_spy_p6m": -0.22696035298916895, "alpha_c_p6m": -0.22696035298916895, "bench_spy_p6m": 0.10970488195356665, "bench_c_p6m": 0.10970488195356665, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08239760193616918, "alpha_spy_stated": 0.06483962299600776, "alpha_c_stated": 0.06483962299600776, "price_path": [-0.5227, -0.5297, -0.5253, -0.522, -0.5219, -0.5234, -0.5113, -0.5104, -0.5165, -0.5177, -0.5186, -0.4137, -0.3768, -0.3367, -0.2878, -0.3065, -0.3233, -0.3261, -0.328, -0.3293, -0.3218, -0.2921, -0.3287, -0.3187, -0.2924, -0.2873, -0.3005, -0.3277, -0.3072, -0.3109, -0.3068, -0.3579, -0.3418, -0.2875, -0.2524, -0.263, -0.2954, -0.3146, -0.3249, -0.3328, -0.3292, -0.3299, -0.3603, -0.3565, -0.3495, -0.3571, -0.358, -0.3559, -0.3393, -0.3607, -0.3167, -0.3115, -0.3334, -0.3243, -0.305, -0.2638, -0.2148, -0.214, -0.1993, -0.1657, -0.1041, -0.0762, -0.057, 0.0, -0.0038, -0.0355, -0.0147, -0.0096, 0.0064, 0.008, 0.0119, -0.0177, -0.0731, -0.0118, -0.0402, -0.0211, 0.0401, 0.0655, 0.1232, 0.2199, 0.2638, 0.2085, 0.1798, 0.1459, 0.0824, 0.1518, 0.1222, 0.2838, 0.162, 0.2224, 0.1966, 0.1976, 0.1586, 0.1464, 0.1493, 0.1826, 0.1423, 0.1444, 0.1447, 0.145, 0.1557, 0.1854, 0.2529, 0.2029, 0.1967, 0.2204, 0.2196, 0.188, 0.1168, 0.1069, 0.1037, 0.0279, 0.0724, 0.1206, 0.1017, 0.1562, 0.1925, 0.1997, 0.2456, 0.1828, 0.2031, 0.161, 0.0212, 0.1281, 0.0962, 0.0595, 0.0349, 0.0184, 0.0578, 0.0301, 0.0119, 0.0246, 0.0455, 0.0948, 0.0582, 0.0372, 0.0109, 0.0222, -0.0428, -0.1251, -0.0899, -0.1199, -0.0872, -0.0518, -0.0925, -0.0931, -0.141, -0.1753, -0.1963, -0.1702, -0.1967, -0.2475, -0.2651, -0.2154, -0.214, -0.1955, -0.199, -0.1943, -0.2559, -0.2034, -0.1519, -0.1672, -0.1964, -0.1696, -0.1175, -0.1164, -0.1399, -0.1805, -0.2124, -0.2124, -0.2476, -0.2488, -0.2087, -0.2012, -0.2126, -0.2173, -0.2285, -0.2226, -0.2202, -0.2104, -0.2116, -0.2027, -0.1698, -0.1428, -0.1242, -0.1585, -0.1751, -0.1808, -0.1783, -0.1173]}
{"unit_id": "orig:1979234981923766754", "ticker_idx": 0, "ts": "2025-10-17T17:16:06+00:00", "symbol": "GLD", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold $gld is reversing at the top", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Gold topping/reversing while rotation into Bitcoin as digital gold begins.", "resolved_tickers": ["GLD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Gold $gld is reversing at the top. I hope this is the beginning of the rotation into digital gold $btc. https://t.co/Cxhy2cDir7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019177927864317157, "ret_signed_m1d": -0.019177927864317157, "alpha_spy_m1d": -0.02482209557466486, "alpha_c_m1d": -0.02482209557466486, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03640197438905224, "ret_signed_p1d": -0.03640197438905224, "alpha_spy_p1d": -0.026001474126128965, "alpha_c_p1d": -0.026001474126128965, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": -0.029486623071694473, "ret_signed_p1w": 0.029486623071694473, "alpha_spy_p1w": 0.048842726296958294, "alpha_c_p1w": 0.048842726296958294, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.04457697311810749, "ret_signed_p1m": 0.04457697311810749, "alpha_spy_p1m": 0.04650344110051152, "alpha_c_p1m": 0.04650344110051152, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": 0.09498962218736806, "ret_signed_p3m": -0.09498962218736806, "alpha_spy_p3m": -0.052830836875542575, "alpha_c_p3m": -0.052830836875542575, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": 0.11920613969847538, "ret_signed_p6m": -0.11920613969847538, "alpha_spy_p6m": -0.08064954754790143, "alpha_c_p6m": -0.08064954754790143, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.03855659215057394, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04457697311810749, "alpha_spy_stated": 0.04650344110051152, "alpha_c_stated": 0.04650344110051152, "price_path": [-0.1874, -0.1975, -0.2024, -0.2097, -0.2149, -0.2127, -0.2263, -0.2212, -0.2054, -0.2007, -0.2001, -0.2018, -0.195, -0.1952, -0.2068, -0.2075, -0.2051, -0.2101, -0.2097, -0.2109, -0.2152, -0.2073, -0.21, -0.2016, -0.2035, -0.1977, -0.1961, -0.1901, -0.1823, -0.1823, -0.163, -0.1564, -0.1602, -0.1489, -0.1393, -0.1412, -0.1381, -0.1394, -0.1377, -0.1287, -0.127, -0.1337, -0.1372, -0.128, -0.113, -0.1093, -0.1174, -0.1137, -0.1086, -0.0939, -0.0862, -0.0847, -0.0879, -0.0806, -0.0633, -0.0584, -0.0429, -0.0606, -0.0511, -0.028, -0.0211, -0.0041, 0.0192, 0.0, 0.0364, -0.0302, -0.0301, -0.0262, -0.0295, -0.0565, -0.0633, -0.0668, -0.0485, -0.0537, -0.052, -0.0686, -0.0578, -0.0589, -0.0532, -0.0273, -0.0234, -0.0077, -0.0157, -0.0335, -0.0446, -0.0376, -0.0361, -0.0364, -0.0378, -0.0226, -0.0229, -0.0151, -0.0151, -0.0029, 0.002, -0.0045, -0.0054, -0.0048, -0.0066, -0.0092, -0.0041, 0.0002, 0.0109, 0.0166, 0.0175, 0.0177, 0.0265, 0.0246, 0.0258, 0.0495, 0.0634, 0.059, 0.059, 0.0713, 0.0247, 0.0255, 0.0188, 0.0188, 0.0239, 0.0508, 0.0622, 0.052, 0.0578, 0.0655, 0.0855, 0.0839, 0.095, 0.0883, 0.083, 0.083, 0.124, 0.1404, 0.1614, 0.1774, 0.1946, 0.2239, 0.2714, 0.2748, 0.1439, 0.098, 0.1679, 0.167, 0.136, 0.1709, 0.2006, 0.1887, 0.2022, 0.1604, 0.1893, 0.1893, 0.1522, 0.1781, 0.1814, 0.2047, 0.2373, 0.2201, 0.217, 0.2275, 0.2436, 0.2597, 0.2035, 0.2129, 0.1983, 0.2173, 0.2148, 0.2285, 0.2243, 0.2002, 0.1847, 0.1837, 0.1807, 0.1433, 0.0962, 0.0627, 0.0387, 0.0389, 0.0702, 0.0299, 0.0661, 0.0658, 0.1062, 0.1255, 0.1039, 0.1039, 0.0994, 0.1101, 0.1171, 0.1258, 0.1238, 0.1192]}
{"unit_id": "orig:1979234981923766754", "ticker_idx": 1, "ts": "2025-10-17T17:16:06+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 hope this is the beginning of the rotation into digital gold $btc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Gold topping/reversing while rotation into Bitcoin as digital gold begins.", "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": "Gold $gld is reversing at the top. I hope this is the beginning of the rotation into digital gold $btc. https://t.co/Cxhy2cDir7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016138683963760503, "ret_signed_m1d": 0.016138683963760503, "alpha_spy_m1d": 0.021782851674108206, "alpha_c_m1d": 0.021782851674108206, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03870786330108489, "ret_signed_p1d": 0.03870786330108489, "alpha_spy_p1d": 0.028307363038161615, "alpha_c_p1d": 0.028307363038161615, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.04288745781899861, "ret_signed_p1w": 0.04288745781899861, "alpha_spy_p1w": 0.023531354593734788, "alpha_c_p1w": 0.023531354593734788, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.1350071621573925, "ret_signed_p1m": -0.1350071621573925, "alpha_spy_p1m": -0.13693363013979654, "alpha_c_p1m": -0.13693363013979654, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": -0.0895901100369485, "ret_signed_p3m": -0.0895901100369485, "alpha_spy_p3m": -0.131748895348774, "alpha_c_p3m": -0.131748895348774, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.3004021095875755, "ret_signed_p6m": -0.3004021095875755, "alpha_spy_p6m": -0.33895870173814946, "alpha_c_p6m": -0.33895870173814946, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.03855659215057394, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1350071621573925, "alpha_spy_stated": -0.13693363013979654, "alpha_c_stated": -0.13693363013979654, "price_path": [0.1271, 0.1154, 0.1118, 0.1049, 0.1076, 0.1076, 0.1067, 0.0873, 0.0644, 0.0808, 0.0721, 0.0804, 0.1036, 0.096, 0.1152, 0.1287, 0.1585, 0.1117, 0.1027, 0.0919, 0.0598, 0.0733, 0.0559, 0.0977, 0.0343, 0.0501, 0.0447, 0.0571, 0.0183, 0.0261, 0.0445, 0.0494, 0.04, 0.0393, 0.0526, 0.0476, 0.0703, 0.0849, 0.0905, 0.0843, 0.0975, 0.0939, 0.1002, 0.0866, 0.059, 0.0521, 0.0644, 0.0242, 0.0305, 0.0745, 0.0713, 0.1144, 0.1335, 0.1484, 0.1717, 0.1407, 0.1586, 0.1431, 0.0634, 0.0827, 0.0625, 0.0405, 0.0161, 0.0, 0.0387, 0.0189, 0.0115, 0.0338, 0.0429, 0.0719, 0.0609, 0.0337, 0.0173, 0.029, 0.0007, -0.0458, -0.0242, -0.0485, -0.0291, -0.0044, -0.0326, -0.0451, -0.0636, -0.1134, -0.135, -0.127, -0.1409, -0.1863, -0.2008, -0.1709, -0.1796, -0.1498, -0.1426, -0.146, -0.1892, -0.142, -0.1215, -0.1346, -0.1604, -0.1487, -0.1294, -0.1357, -0.1311, -0.1521, -0.1883, -0.1749, -0.1909, -0.1973, -0.1725, -0.1689, -0.179, -0.1771, -0.1806, -0.18, -0.1816, -0.1694, -0.1781, -0.1666, -0.1552, -0.1182, -0.1196, -0.1424, -0.145, -0.1499, -0.1435, -0.1047, -0.0896, -0.1025, -0.1028, -0.1307, -0.1705, -0.1605, -0.1597, -0.1593, -0.1709, -0.1631, -0.1623, -0.2058, -0.2098, -0.2609, -0.2896, -0.3142, -0.4111, -0.3373, -0.3414, -0.3539, -0.3708, -0.378, -0.3533, -0.3534, -0.3661, -0.3761, -0.3711, -0.3613, -0.3931, -0.3981, -0.3617, -0.3664, -0.3812, -0.354, -0.3586, -0.3171, -0.3346, -0.36, -0.3575, -0.3432, -0.3406, -0.3379, -0.3334, -0.2969, -0.3057, -0.3308, -0.3433, -0.3376, -0.3339, -0.3377, -0.3302, -0.3539, -0.3769, -0.3736, -0.3591, -0.3606, -0.3717, -0.3713, -0.3532, -0.3243, -0.332, -0.3259, -0.3145, -0.3004]}
{"unit_id": "quote:1985934052470161710", "ticker_idx": 0, "ts": "2025-11-05T04:55:49+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This level of conviction is a huge signal for me. Reminds me of the early Sergey and Larry.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN on AI compute founding vision + MSFT partnership; bearish MARA as a late/uncommitted pivot from Bitcoin mining.", "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": "Contrast to the CEO of $MARA, the $IREN founders wanted to solve compute from the founding. The BTC mining was a means to fill those power capacity in the early years. This level of conviction is a huge signal for me. Reminds me of the early Sergey and Larry.\n\nIf I am an senior exec at Microsoft sitting down with these companies, here are my first two vetting questions...\n\n1. Strategically, how long have you considered AI Compute?\n\n2. When did you start the pivot? What have you achieved?\n\nYou'll quickly see the stark contrast. Would you as a $3.8T company want to partner with $MARA, a company that focus 100% on Bitcoin mining who is only starting to think of AI Compute OR do you want to partner with $IREN, a company that considered AI Compute since the founding, has partnership with Nvidia and operates thousands of hyperscaler grade DC? This is a bit rhetorically since the partnership is already done. But it's a useful mental exercise to understand why $MSFT chose $IREN, and not anyone else. The bar is high.\n\nWhen you enter into a partnership, you want to know the partner to be fully committed to the mission, spend all their resources on you. When things get hard, they don't shy away from it or move on to the next thing. Quite frankly, I wouldn't want my AI DC to sit next to a Bitcoin mining DC. They're loud, and the power consumption could disrupt AI DC. Plus I don't want to explain to my boss what that high pitch noise when I walk them through. It's a bad look.", "reply_text": null, "parent_text": null, "quoted_text": "CEO and Chairman of $mara said\n\nI will no longer be answering any more questions directly because I think my competitors spend more than enough time listening to what I say then emulating it.\n\nDo you know how delusional he is for being a trend follower/late comer to AI", "parent_author": null, "ret_m1d": -0.1279937958377716, "ret_signed_m1d": -0.1279937958377716, "alpha_spy_m1d": -0.12454028754872504, "alpha_c_m1d": -0.12457172814780748, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12367496564226499, "ret_signed_p1d": -0.12367496564226499, "alpha_spy_p1d": -0.11294551192308155, "alpha_c_p1d": -0.12006284833092462, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.2710378472267986, "ret_signed_p1w": -0.2710378472267986, "alpha_spy_p1w": -0.2795975960354772, "alpha_c_p1w": -0.29137998352548344, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.392095294637797, "ret_signed_p1m": -0.392095294637797, "alpha_spy_p1m": -0.4021457448863063, "alpha_c_p1m": -0.41224745472168023, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.3053265372715026, "ret_signed_p3m": -0.3053265372715026, "alpha_spy_p3m": -0.3346732743537477, "alpha_c_p3m": -0.3361029042891066, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.4043973807044724, "ret_signed_p6m": -0.4043973807044724, "alpha_spy_p6m": -0.47106396865662925, "alpha_c_p6m": -0.40403812892887747, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.392095294637797, "alpha_spy_stated": -0.4021457448863063, "alpha_c_stated": -0.41224745472168023, "price_path": [-0.7585, -0.7648, -0.7667, -0.768, -0.7503, -0.7423, -0.729, -0.7549, -0.7414, -0.7436, -0.7195, -0.6974, -0.6991, -0.7074, -0.6985, -0.6534, -0.6534, -0.619, -0.6308, -0.658, -0.6578, -0.6572, -0.6049, -0.5599, -0.5701, -0.5556, -0.5139, -0.523, -0.504, -0.5247, -0.4943, -0.4516, -0.4533, -0.3831, -0.3942, -0.4522, -0.3989, -0.3858, -0.3839, -0.3846, -0.3396, -0.2442, -0.1928, -0.2136, -0.1644, -0.2178, -0.1606, -0.0896, -0.1103, -0.1908, -0.2053, -0.225, -0.2776, -0.3217, -0.2689, -0.1768, -0.1495, -0.1831, -0.2093, -0.2381, -0.2049, -0.1133, -0.128, 0.0, -0.1237, -0.1836, -0.2125, -0.2491, -0.271, -0.3633, -0.3931, -0.3795, -0.3607, -0.4002, -0.4311, -0.4469, -0.3654, -0.3787, -0.3659, -0.3659, -0.3743, -0.3654, -0.4619, -0.4247, -0.3921, -0.4149, -0.3935, -0.387, -0.4252, -0.4249, -0.4748, -0.5357, -0.5211, -0.5579, -0.5315, -0.4776, -0.4498, -0.4494, -0.4506, -0.4506, -0.4726, -0.4842, -0.4988, -0.5057, -0.5057, -0.4412, -0.3687, -0.3992, -0.4291, -0.4022, -0.3976, -0.3413, -0.3065, -0.3079, -0.3209, -0.2433, -0.2433, -0.2899, -0.3001, -0.3161, -0.2582, -0.3147, -0.2149, -0.1763, -0.2169, -0.2967, -0.3053, -0.2882, -0.4119, -0.4793, -0.4526, -0.396, -0.4382, -0.4416, -0.4761, -0.4475, -0.4475, -0.4638, -0.4493, -0.4335, -0.4768, -0.4456, -0.4052, -0.4238, -0.421, -0.4641, -0.4583, -0.4916, -0.4263, -0.4749, -0.5197, -0.4917, -0.5011, -0.4506, -0.4586, -0.4558, -0.4119, -0.4378, -0.4476, -0.4548, -0.4596, -0.4482, -0.4619, -0.4578, -0.5099, -0.5408, -0.5862, -0.5514, -0.5539, -0.545, -0.545, -0.5402, -0.5323, -0.518, -0.515, -0.4854, -0.4363, -0.3801, -0.3611, -0.3757, -0.3702, -0.3624, -0.4088, -0.3667, -0.3192, -0.3373, -0.3671, -0.4184, -0.4391, -0.4044]}
{"unit_id": "reply:1982066418645430534", "ticker_idx": 0, "ts": "2025-10-25T12:47:13+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Change decade to weeks/months. Because that's how fast iren moves", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish IREN; expects it to move very fast (up) over weeks/months.", "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": "@Umbisam Change decade to weeks/months. Because that's how fast iren moves", "reply_text": null, "parent_text": "$IREN REMINDER https://t.co/nLz2v0kCKK", "quoted_text": null, "parent_author": "Umbisam", "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "thread:1976473648115630517", "ticker_idx": 0, "ts": "2025-10-10T02:23:33+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 19100 shares $IREN + calls", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 19,100 shares + calls in IREN and 800 shares in NBIS; added more on premium rates.", "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": "self_thread", "lang": "en", "tweet_text": "@otium33 @SixSigmaCapital yup. i did buy more on the premium rates.\n\n---\n\n@otium33 @SixSigmaCapital i have 19100 shares $IREN + calls, and $NBIS 800 shares.   I say it's safer but you know me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0682616360232513, "ret_signed_m1d": 0.0682616360232513, "alpha_spy_m1d": 0.04048297605116713, "alpha_c_m1d": 0.046022361547139345, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.02223927447611196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07311358371115984, "ret_signed_p1d": 0.07311358371115984, "alpha_spy_p1d": 0.0577694655759915, "alpha_c_p1d": 0.06352768698780809, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.00958589672335175, "ret_p1w": 0.01589427397797616, "ret_signed_p1w": 0.01589427397797616, "alpha_spy_p1w": -0.0015171945249699004, "alpha_c_p1w": 0.015510820342850451, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.00038345363512570785, "ret_p1m": 0.006692282217134915, "ret_signed_p1m": 0.006692282217134915, "alpha_spy_p1m": -0.03682866133224105, "alpha_c_p1m": -0.008836849747471343, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": 0.015529131964606258, "ret_p3m": -0.2701187942799582, "ret_signed_p3m": -0.2701187942799582, "alpha_spy_p3m": -0.329225205478651, "alpha_c_p3m": -0.3399876738639688, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.06986887958401056, "ret_p6m": -0.41224693325977524, "ret_signed_p6m": -0.41224693325977524, "alpha_spy_p6m": -0.42704276108908, "alpha_c_p6m": -0.37681041349088973, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": -0.03543651976888551, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006692282217134915, "alpha_spy_stated": -0.03682866133224105, "alpha_c_stated": -0.008836849747471343, "price_path": [-0.7176, -0.7104, -0.698, -0.6998, -0.6963, -0.689, -0.6823, -0.6965, -0.7035, -0.7226, -0.7358, -0.73, -0.7305, -0.7423, -0.7243, -0.7248, -0.6935, -0.6893, -0.6913, -0.6993, -0.7017, -0.7034, -0.6808, -0.6706, -0.6536, -0.6866, -0.6694, -0.6722, -0.6415, -0.6132, -0.6154, -0.626, -0.6145, -0.557, -0.557, -0.513, -0.528, -0.5628, -0.5625, -0.5618, -0.4949, -0.4373, -0.4504, -0.4318, -0.3786, -0.3902, -0.3659, -0.3923, -0.3535, -0.299, -0.3012, -0.2113, -0.2255, -0.2996, -0.2316, -0.2148, -0.2123, -0.2133, -0.1558, -0.0338, 0.032, 0.0054, 0.0683, 0.0, 0.0731, 0.1638, 0.1374, 0.0345, 0.0159, -0.0092, -0.0765, -0.1328, -0.0654, 0.0524, 0.0873, 0.0443, 0.0109, -0.0259, 0.0164, 0.1335, 0.1148, 0.2784, 0.1203, 0.0437, 0.0067, -0.04, -0.0681, -0.186, -0.2242, -0.2068, -0.1827, -0.2332, -0.2727, -0.293, -0.1887, -0.2058, -0.1894, -0.1894, -0.2001, -0.1887, -0.312, -0.2645, -0.2229, -0.252, -0.2247, -0.2163, -0.2652, -0.2648, -0.3286, -0.4064, -0.3878, -0.4348, -0.401, -0.3321, -0.2966, -0.2961, -0.2976, -0.2976, -0.3257, -0.3406, -0.3592, -0.3681, -0.3681, -0.2856, -0.1929, -0.2319, -0.2701, -0.2357, -0.2299, -0.1579, -0.1134, -0.1153, -0.1318, -0.0326, -0.0326, -0.0922, -0.1052, -0.1256, -0.0517, -0.124, 0.0037, 0.053, 0.0012, -0.1009, -0.1119, -0.09, -0.2481, -0.3343, -0.3002, -0.2279, -0.2817, -0.2861, -0.3303, -0.2936, -0.2936, -0.3145, -0.296, -0.2757, -0.3311, -0.2913, -0.2396, -0.2633, -0.2598, -0.3149, -0.3075, -0.35, -0.2665, -0.3287, -0.386, -0.3502, -0.3622, -0.2976, -0.3078, -0.3043, -0.2481, -0.2812, -0.2938, -0.303, -0.3092, -0.2946, -0.312, -0.3068, -0.3734, -0.4129, -0.471, -0.4265, -0.4296, -0.4183, -0.4183, -0.4122]}
{"unit_id": "thread:1976473648115630517", "ticker_idx": 1, "ts": "2025-10-10T02:23:33+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 800 shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 19,100 shares + calls in IREN and 800 shares in NBIS; added more on premium rates.", "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": "@otium33 @SixSigmaCapital yup. i did buy more on the premium rates.\n\n---\n\n@otium33 @SixSigmaCapital i have 19100 shares $IREN + calls, and $NBIS 800 shares.   I say it's safer but you know me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023614736188870777, "ret_signed_m1d": 0.023614736188870777, "alpha_spy_m1d": -0.004163923783213397, "alpha_c_m1d": 0.0048204446773143506, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.018794291511556427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04537741009202012, "ret_signed_p1d": 0.04537741009202012, "alpha_spy_p1d": 0.030033291956851782, "alpha_c_p1d": 0.03615757541173448, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.009219834680285643, "ret_p1w": -0.12455625221160005, "ret_signed_p1w": -0.12455625221160005, "alpha_spy_p1w": -0.1419677207145461, "alpha_c_p1w": -0.1435279230477159, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.01897167083611584, "ret_p1m": -0.15148946292195564, "ret_signed_p1m": -0.15148946292195564, "alpha_spy_p1m": -0.1950104064713316, "alpha_c_p1m": -0.15574479223564652, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": 0.004255329313690881, "ret_p3m": -0.25752432686402926, "ret_signed_p3m": -0.25752432686402926, "alpha_spy_p3m": -0.316630738062722, "alpha_c_p3m": -0.29891670337502085, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.04139237651099159, "ret_p6m": -0.1315017801724062, "ret_signed_p6m": -0.1315017801724062, "alpha_spy_p6m": -0.146297608001711, "alpha_c_p6m": -0.1286613905111843, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": -0.0028403896612219093, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15148946292195564, "alpha_spy_stated": -0.1950104064713316, "alpha_c_stated": -0.15574479223564652, "price_path": [-0.5869, -0.5886, -0.5857, -0.5926, -0.5958, -0.6063, -0.5996, -0.5975, -0.6036, -0.5929, -0.6111, -0.6042, -0.58, -0.5987, -0.582, -0.5742, -0.5749, -0.496, -0.4692, -0.4579, -0.4187, -0.4549, -0.4717, -0.4473, -0.4402, -0.4815, -0.4793, -0.4893, -0.4677, -0.4596, -0.4561, -0.459, -0.4441, -0.4728, -0.4728, -0.4928, -0.4934, -0.4991, -0.4948, -0.5056, -0.2613, -0.2793, -0.3117, -0.3023, -0.298, -0.3098, -0.274, -0.2737, -0.2336, -0.1773, -0.1681, -0.1262, -0.167, -0.1689, -0.1494, -0.1336, -0.1078, -0.0286, -0.0123, -0.0358, -0.0917, -0.0585, 0.0236, 0.0, 0.0454, -0.011, -0.0289, -0.0505, -0.1246, -0.1588, -0.1952, -0.2389, -0.1807, -0.0951, -0.032, -0.0598, -0.0346, -0.0417, 0.0096, -0.0703, -0.1469, -0.0971, -0.1554, -0.1412, -0.1515, -0.2111, -0.2718, -0.316, -0.3553, -0.3365, -0.3013, -0.2663, -0.3468, -0.3575, -0.2908, -0.3141, -0.2693, -0.2693, -0.2679, -0.2271, -0.2557, -0.2366, -0.2067, -0.2434, -0.2257, -0.256, -0.2777, -0.2724, -0.3233, -0.3738, -0.3753, -0.4177, -0.3974, -0.3096, -0.2805, -0.3052, -0.2967, -0.2967, -0.324, -0.336, -0.3427, -0.354, -0.354, -0.3058, -0.2836, -0.2264, -0.2575, -0.2491, -0.2443, -0.1717, -0.1864, -0.213, -0.1983, -0.1609, -0.1609, -0.2338, -0.237, -0.2526, -0.2707, -0.2942, -0.2447, -0.225, -0.2676, -0.3426, -0.3196, -0.3058, -0.3642, -0.4299, -0.3355, -0.2832, -0.2916, -0.3162, -0.3075, -0.2436, -0.2436, -0.2474, -0.2144, -0.1695, -0.2443, -0.2236, -0.2084, -0.181, -0.1906, -0.2963, -0.2977, -0.3301, -0.2454, -0.2618, -0.3106, -0.2673, -0.2558, -0.1357, -0.1662, -0.1283, 0.0021, -0.1023, -0.085, -0.0622, -0.0923, -0.1191, -0.1132, -0.1118, -0.1822, -0.2219, -0.288, -0.1993, -0.2132, -0.1602, -0.1602, -0.1315]}
{"unit_id": "orig:1985796349405905078", "ticker_idx": 0, "ts": "2025-11-04T19:48:38+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": "$BTC is touching the bottom of a 2 year channel. Let's bounce!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BTC at bottom of 2-year channel; expects a bounce upward from here.", "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 is touching the bottom of a 2 year channel. \n\nLet's bounce! https://t.co/lq7ThbrQYH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04879392124649917, "ret_signed_m1d": 0.04879392124649917, "alpha_spy_m1d": 0.03679818182108252, "alpha_c_m1d": 0.03679818182108252, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02265282648549194, "ret_signed_p1d": 0.02265282648549194, "alpha_spy_p1d": 0.019187350145178694, "alpha_c_p1d": 0.019187350145178694, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": 0.013849178692002528, "ret_signed_p1w": 0.013849178692002528, "alpha_spy_p1w": 0.0023570743985175113, "alpha_c_p1w": 0.0023570743985175113, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.07936487063146502, "ret_signed_p1m": -0.07936487063146502, "alpha_spy_p1m": -0.09217512094614577, "alpha_c_p1m": -0.09217512094614577, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.17188480378529403, "ret_signed_p3m": -0.17188480378529403, "alpha_spy_p3m": -0.1996892726858246, "alpha_c_p3m": -0.1996892726858246, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.25410234883651717, "ret_signed_p6m": -0.25410234883651717, "alpha_spy_p6m": -0.313920640999395, "alpha_c_p6m": -0.313920640999395, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07936487063146502, "alpha_spy_stated": -0.09217512094614577, "alpha_c_stated": -0.09217512094614577, "price_path": [0.1566, 0.1486, 0.1687, 0.1829, 0.2141, 0.1651, 0.1556, 0.1443, 0.1106, 0.1249, 0.1066, 0.1504, 0.084, 0.1005, 0.0948, 0.1078, 0.0671, 0.0754, 0.0946, 0.0997, 0.0899, 0.0892, 0.1032, 0.0978, 0.1217, 0.137, 0.1428, 0.1364, 0.1501, 0.1465, 0.153, 0.1388, 0.1098, 0.1026, 0.1155, 0.0734, 0.08, 0.1261, 0.1227, 0.1679, 0.1879, 0.2035, 0.228, 0.1955, 0.2142, 0.198, 0.1144, 0.1347, 0.1135, 0.0905, 0.0649, 0.048, 0.0886, 0.0678, 0.06, 0.0835, 0.093, 0.1233, 0.1119, 0.0833, 0.0661, 0.0784, 0.0488, 0.0, 0.0227, -0.0028, 0.0175, 0.0434, 0.0138, 0.0007, -0.0186, -0.0708, -0.0935, -0.0851, -0.0997, -0.1472, -0.1624, -0.1311, -0.1403, -0.109, -0.1014, -0.105, -0.1503, -0.1008, -0.0794, -0.093, -0.1201, -0.1078, -0.0876, -0.0942, -0.0894, -0.1114, -0.1493, -0.1353, -0.152, -0.1588, -0.1328, -0.129, -0.1395, -0.1376, -0.1413, -0.1407, -0.1423, -0.1295, -0.1386, -0.1266, -0.1146, -0.0759, -0.0774, -0.1012, -0.104, -0.109, -0.1023, -0.0617, -0.0459, -0.0594, -0.0597, -0.089, -0.1307, -0.1202, -0.1194, -0.119, -0.1311, -0.1229, -0.1221, -0.1676, -0.1719, -0.2254, -0.2555, -0.2812, -0.3828, -0.3055, -0.3098, -0.3228, -0.3406, -0.3481, -0.3222, -0.3223, -0.3356, -0.3461, -0.3409, -0.3306, -0.3639, -0.3692, -0.331, -0.336, -0.3515, -0.323, -0.3278, -0.2843, -0.3027, -0.3293, -0.3267, -0.3117, -0.3089, -0.3061, -0.3014, -0.2631, -0.2723, -0.2987, -0.3118, -0.3058, -0.302, -0.3059, -0.2981, -0.3229, -0.347, -0.3435, -0.3283, -0.3299, -0.3416, -0.3412, -0.3222, -0.2919, -0.2999, -0.2936, -0.2816, -0.2668, -0.2698, -0.2637, -0.2602, -0.2408, -0.2532, -0.2484, -0.2302, -0.2296, -0.2376, -0.2384, -0.2484, -0.2541]}
{"unit_id": "reply:1979605176756633766", "ticker_idx": 0, "ts": "2025-10-18T17:47:08+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Once i realized who he was, it was a buy for me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish UNH after recognizing Hensley's return as a game-changer; it was a buy signal for the author.", "resolved_tickers": ["UNH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stockboildown Once i realized who he was, it was a buy for me", "reply_text": null, "parent_text": "@DeepValueBagger This is  why I have so much conviction in UNH. Bringing Hensley back is a game changer!", "quoted_text": null, "parent_author": "stockboildown", "ret_m1d": -0.021619894499384618, "ret_signed_m1d": -0.021619894499384618, "alpha_spy_m1d": -0.011326451196241982, "alpha_c_m1d": -0.011121874439224855, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010498020060159763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0024416613378133167, "ret_signed_p1d": 0.0024416613378133167, "alpha_spy_p1d": 0.0024566042165965474, "alpha_c_p1d": 9.352815119512137e-05, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.0023481331866181954, "ret_p1w": 0.004115455212216457, "ret_signed_p1w": 0.004115455212216457, "alpha_spy_p1w": -0.016650195894849285, "alpha_c_p1w": -0.006796922456491439, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010912377668707895, "ret_p1m": -0.13965106797053772, "ret_signed_p1m": -0.13965106797053772, "alpha_spy_p1m": -0.1229372288662891, "alpha_c_p1m": -0.19352214682347368, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": 0.05387107885293596, "ret_p3m": -0.06376495122444015, "ret_signed_p3m": -0.06376495122444015, "alpha_spy_p3m": -0.09800522868161321, "alpha_c_p3m": -0.15243406383204416, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.08866911260760402, "ret_p6m": -0.12543501169784743, "ret_signed_p6m": -0.12543501169784743, "alpha_spy_p6m": -0.1658257047228967, "alpha_c_p6m": -0.16195825462999214, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.036523242932144706, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13965106797053772, "alpha_spy_stated": -0.1229372288662891, "alpha_c_stated": -0.19352214682347368, "price_path": [-0.2025, -0.2405, -0.2337, -0.2308, -0.2882, -0.2747, -0.3196, -0.3517, -0.343, -0.3157, -0.3299, -0.3329, -0.316, -0.3119, -0.2868, -0.2589, -0.2598, -0.1711, -0.1589, -0.1705, -0.1825, -0.1729, -0.1618, -0.1688, -0.1809, -0.1715, -0.1758, -0.1552, -0.1552, -0.1581, -0.1606, -0.1538, -0.1401, -0.1269, -0.0514, -0.0545, -0.0359, -0.0389, -0.0455, -0.0678, -0.0627, -0.0814, -0.0762, -0.0636, -0.0461, -0.0348, -0.0519, -0.056, -0.053, -0.0526, -0.0444, -0.0295, -0.0117, -0.0157, -0.0022, 0.0149, 0.0088, -0.0274, -0.016, -0.0125, -0.0091, -0.0214, -0.0216, 0.0, 0.0024, -0.0082, -0.0111, -0.0054, 0.0041, 0.0092, -0.0253, -0.0541, -0.0629, -0.0842, -0.0923, -0.1008, -0.1178, -0.1105, -0.1177, -0.1016, -0.0697, -0.0877, -0.1169, -0.1206, -0.1397, -0.152, -0.1452, -0.1221, -0.1246, -0.1048, -0.0954, -0.0954, -0.0952, -0.1132, -0.1096, -0.068, -0.085, -0.0921, -0.1061, -0.1062, -0.093, -0.0699, -0.0558, -0.0579, -0.0769, -0.084, -0.0937, -0.0956, -0.1019, -0.1029, -0.0952, -0.0952, -0.0835, -0.0914, -0.0825, -0.0882, -0.0882, -0.0708, -0.0553, -0.0361, -0.0562, -0.042, -0.0499, -0.0595, -0.0777, -0.0748, -0.0638, -0.0857, -0.0857, -0.0652, -0.0395, -0.0209, -0.016, -0.0287, -0.2192, -0.1879, -0.1927, -0.2075, -0.2112, -0.2151, -0.2379, -0.2582, -0.2359, -0.2385, -0.2453, -0.2296, -0.2145, -0.1902, -0.1902, -0.2015, -0.204, -0.1992, -0.199, -0.2202, -0.2433, -0.215, -0.2082, -0.19, -0.1854, -0.2012, -0.1936, -0.2024, -0.2087, -0.2062, -0.2141, -0.206, -0.2288, -0.2148, -0.2053, -0.1995, -0.2086, -0.2194, -0.2329, -0.2497, -0.2421, -0.2469, -0.2539, -0.279, -0.2713, -0.2468, -0.2374, -0.2282, -0.2282, -0.2168, -0.1434, -0.1483, -0.1457, -0.1529, -0.1287, -0.1254]}
{"unit_id": "reply:1985175185922920771", "ticker_idx": 0, "ts": "2025-11-03T02:40:21+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have 2600 shares and $1m leaps", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 2600 TSLA shares and $1M in LEAPS; large ongoing long position confirmed.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@poshimoto I have 2600 shares and $1m leaps", "reply_text": null, "parent_text": "@DeepValueBagger DVB, I hope you still have your $tsla shares. I believe Tesla is entering a period of high growth related to robotaxi and cybercab. Once Optimus robots begin production that will create another massive TAM and revenue stream. It won’t 7x in 1 year like hood but I wouldn’t be", "quoted_text": null, "parent_author": "poshimoto", "ret_m1d": -0.02521510276429828, "ret_signed_m1d": -0.02521510276429828, "alpha_spy_m1d": -0.023341878443614572, "alpha_c_m1d": -0.015924443914619002, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.009290658849679279, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05147636612701911, "ret_signed_p1d": -0.05147636612701911, "alpha_spy_p1d": -0.03962281876700002, "alpha_c_p1d": -0.034877184106597126, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.016599182020421988, "ret_p1w": -0.04940535126523138, "ret_signed_p1w": -0.04940535126523138, "alpha_spy_p1w": -0.04662487397307802, "alpha_c_p1w": -0.036109475174825434, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.013295876090405945, "ret_p1m": -0.08354507182515414, "ret_signed_p1m": -0.08354507182515414, "alpha_spy_p1m": -0.08089635064747958, "alpha_c_p1m": -0.059843680641246455, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.023701391183907683, "ret_p3m": -0.11061767000174882, "ret_signed_p3m": -0.11061767000174882, "alpha_spy_p3m": -0.12927714564843684, "alpha_c_p3m": -0.11342696322130086, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.0028092932195520337, "ret_p6m": -0.19717319014086154, "ret_signed_p6m": -0.19717319014086154, "alpha_spy_p6m": -0.24459071175881575, "alpha_c_p6m": -0.16733929731943542, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": -0.029833892821426122, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08354507182515414, "alpha_spy_stated": -0.08089635064747958, "alpha_c_stated": -0.059843680641246455, "price_path": [-0.317, -0.3119, -0.2962, -0.2761, -0.2723, -0.2754, -0.2835, -0.2942, -0.2844, -0.2969, -0.3085, -0.3165, -0.2741, -0.26, -0.2492, -0.2536, -0.2613, -0.2872, -0.2872, -0.2968, -0.2867, -0.2772, -0.2509, -0.2604, -0.2592, -0.2574, -0.2126, -0.1546, -0.1245, -0.0998, -0.0908, -0.11, -0.0903, -0.0729, -0.0908, -0.0546, -0.096, -0.0597, -0.0537, -0.0505, -0.019, -0.0691, -0.0823, -0.0323, -0.0753, -0.0634, -0.0701, -0.1172, -0.0693, -0.0835, -0.0709, -0.0846, -0.062, -0.0447, -0.055, -0.0628, -0.0414, -0.074, -0.0341, -0.0167, -0.0146, -0.0604, -0.0252, 0.0, -0.0515, -0.0135, -0.048, -0.0829, -0.0494, -0.0614, -0.0806, -0.1417, -0.1367, -0.1269, -0.1433, -0.1375, -0.1562, -0.165, -0.108, -0.1046, -0.0892, -0.0892, -0.0816, -0.0816, -0.0835, -0.0462, -0.0295, -0.0285, -0.0615, -0.0495, -0.0361, -0.0459, -0.0201, 0.0148, 0.0459, -0.0024, 0.032, 0.0274, 0.0435, 0.0367, 0.0364, 0.0364, 0.0146, -0.0186, -0.0298, -0.0398, -0.0398, -0.0647, -0.0357, -0.0756, -0.0789, -0.0695, -0.0499, -0.0414, -0.0452, -0.0623, -0.0636, -0.0659, -0.0659, -0.1049, -0.0788, -0.0406, -0.0412, -0.0708, -0.08, -0.0788, -0.1106, -0.081, -0.0994, -0.0991, -0.1331, -0.1519, -0.1223, -0.109, -0.0921, -0.0856, -0.1095, -0.1087, -0.1087, -0.1233, -0.1218, -0.121, -0.1207, -0.1463, -0.1259, -0.1088, -0.1277, -0.1406, -0.1389, -0.1621, -0.1333, -0.1341, -0.153, -0.1488, -0.1476, -0.1293, -0.1566, -0.1648, -0.1555, -0.1475, -0.1614, -0.188, -0.2144, -0.1869, -0.1822, -0.176, -0.2055, -0.2275, -0.2415, -0.2063, -0.186, -0.2301, -0.2301, -0.2467, -0.2599, -0.2671, -0.2621, -0.255, -0.2476, -0.2224, -0.1632, -0.1697, -0.1447, -0.162, -0.175, -0.1726, -0.2021, -0.1966, -0.1915, -0.1972]}
{"unit_id": "reply:1982056883025502320", "ticker_idx": 0, "ts": "2025-10-25T12:09:20+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 expect big things", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; expects big things without covered calls limiting upside.", "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": "@otium33 I don't have cc on iren. I expect big things.", "reply_text": null, "parent_text": "@DeepValueBagger that's fair. i think part of me wants to check out the rest of the year haha. \n\ni find if I overtrade i miss out on opportunities. \n\nhave all my $IREN tied up into $67 and $70 CC this friday and trying to decide what to do. roll, get assigned or close for a loss (assuming we hit", "quoted_text": null, "parent_author": "otium33", "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "thread:1975648533362712736", "ticker_idx": 0, "ts": "2025-10-07T19:44:50+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 19100 shares total of $IREN... I love round numbers... The market wont give you under $60. $iren", "tweet_type": "prediction", "timeline": "days", "summary": "Long IREN; holds ~19,100 shares and expects price to stay above $60, with no dip below that level coming.", "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": "self_thread", "lang": "en", "tweet_text": "I have 19100 shares total of $IREN. 900 shares will be called away on Friday at $51. Would love to own 20,000 shares because I love round numbers. Not sure whether we see under $60 but I certainly don't mind.\n\n---\n\nThe market wont give you under $60. $iren https://t.co/ToJyqoVstQ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_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": 0.12775611566844836, "alpha_spy_stated": 0.1380532043068483, "alpha_c_stated": 0.13761287479724071, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "reply:1985849039695351942", "ticker_idx": 0, "ts": "2025-11-04T23:18:01+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great for $rklb", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RKLB on Trump nominating Rocket Lab's Isaacman as NASA administrator.", "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": "reply_other", "lang": "en", "tweet_text": "@AlvaroMysterio @realDonaldTrump @rookisaacman Man i love this. Absolute cinema. Great for $rklb", "reply_text": null, "parent_text": "Breaking: President @realDonaldTrump nominates @rookisaacman for NASA administrator. \n\n$RKLB https://t.co/GChLT1mswW", "quoted_text": null, "parent_author": "HeeraniPK", "ret_m1d": 0.002658658822173976, "ret_signed_m1d": 0.002658658822173976, "alpha_spy_m1d": 0.0061121671112205345, "alpha_c_m1d": 0.00650983611778988, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.003851177295615904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12070183941165225, "ret_signed_p1d": -0.12070183941165225, "alpha_spy_p1d": -0.10997238569246881, "alpha_c_p1d": -0.11672015289901128, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.0039816865126409695, "ret_p1w": -0.11432111232843667, "ret_signed_p1w": -0.11432111232843667, "alpha_spy_p1w": -0.12288086113711527, "alpha_c_p1w": -0.12208877176267574, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.0077676594342390715, "ret_p1m": -0.12495568000463009, "ret_signed_p1m": -0.12495568000463009, "alpha_spy_p1m": -0.13500613025313934, "alpha_c_p1m": -0.13677023032552804, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.011814550320897954, "ret_p3m": 0.3142503355608497, "ret_signed_p3m": 0.3142503355608497, "alpha_spy_p3m": 0.2849035984786046, "alpha_c_p3m": 0.2169671174989367, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.09728321806191298, "ret_p6m": 0.4624247574266249, "ret_signed_p6m": 0.4624247574266249, "alpha_spy_p6m": 0.39575816947446807, "alpha_c_p6m": 0.3157525917572803, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.1466721656693446, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12495568000463009, "alpha_spy_stated": -0.13500613025313934, "alpha_c_stated": -0.13677023032552804, "price_path": [-0.2079, -0.2021, -0.2302, -0.2379, -0.2412, -0.2153, -0.2029, -0.2747, -0.2788, -0.2639, -0.2134, -0.1631, -0.1469, -0.1803, -0.1508, -0.1386, -0.1386, -0.126, -0.2285, -0.238, -0.1875, -0.154, -0.1664, -0.1817, -0.1416, -0.0546, -0.0422, -0.1626, -0.1478, -0.1638, -0.153, -0.1172, -0.0622, -0.137, -0.1735, -0.1801, -0.1668, -0.1508, -0.1498, -0.07, -0.0046, 0.0369, 0.0902, 0.1576, 0.1772, 0.139, 0.1595, 0.2058, 0.2278, 0.1875, 0.1746, 0.1937, 0.1592, 0.0735, 0.1267, 0.1443, 0.1631, 0.1299, 0.1726, 0.0798, 0.1163, 0.0872, 0.0027, 0.0, -0.1207, -0.0847, -0.0801, -0.0918, -0.1143, -0.198, -0.1928, -0.2324, -0.2418, -0.2269, -0.3002, -0.2857, -0.2476, -0.2449, -0.2568, -0.2568, -0.2531, -0.2845, -0.2574, -0.2074, -0.125, -0.1305, -0.0861, -0.053, 0.0195, 0.126, 0.0899, -0.0179, -0.0165, -0.0436, 0.062, 0.2499, 0.3745, 0.368, 0.368, 0.368, 0.2522, 0.2428, 0.2487, 0.2364, 0.2364, 0.3469, 0.385, 0.5248, 0.4903, 0.4725, 0.5039, 0.558, 0.5346, 0.6271, 0.6086, 0.7068, 0.7068, 0.5803, 0.5565, 0.5594, 0.5757, 0.4264, 0.542, 0.5698, 0.5186, 0.4192, 0.3143, 0.4404, 0.2958, 0.1755, 0.2818, 0.3442, 0.2767, 0.234, 0.17, 0.1953, 0.1953, 0.2387, 0.319, 0.3573, 0.2559, 0.2444, 0.2402, 0.2442, 0.2877, 0.2247, 0.2579, 0.243, 0.2745, 0.2407, 0.2426, 0.2669, 0.2217, 0.2754, 0.2118, 0.2125, 0.2639, 0.3929, 0.2315, 0.2749, 0.1916, 0.2052, 0.171, 0.2917, 0.1687, 0.0799, 0.017, 0.1382, 0.1613, 0.2005, 0.2005, 0.1994, 0.1755, 0.2244, 0.1829, 0.2061, 0.2517, 0.28, 0.3045, 0.4699, 0.503, 0.5856, 0.5356, 0.5959, 0.4995, 0.4123, 0.4585, 0.3929, 0.3651, 0.4624]}
{"unit_id": "orig:1981722822134153406", "ticker_idx": 0, "ts": "2025-10-24T14:01:54+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this could be the last chance I can load it. 40 more CSP queued up next week. I Fomo'd this morning and bought more to hedge in case the CSP will not assigned", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Actively accumulating IREN via cash-secured puts and direct purchases; views current price as a rare loading 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": "original", "lang": "en", "tweet_text": "Option selling profit $64.9K\n\nI have 60 CSP (6,000 shares) of $IREN that could be assigned to me today. Honestly I don't mind it because this could be the last chance I can load it.  40 more CSP queued up next week. I Fomo'd this morning and bought more to hedge in case the CSP will not assigned.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.111923700234425, "ret_signed_m1d": -0.111923700234425, "alpha_spy_m1d": -0.10381739476476559, "alpha_c_m1d": -0.10119126143214718, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01073243880227781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03322728596486191, "ret_signed_p1d": 0.03322728596486191, "alpha_spy_p1d": 0.021429621472077276, "alpha_c_p1d": 0.02908489014526605, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.0041423958195958566, "ret_p1w": -0.034181263493202496, "ret_signed_p1w": -0.034181263493202496, "alpha_spy_p1w": -0.04128346987600151, "alpha_c_p1w": -0.020247842811234595, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.0139334206819679, "ret_p1m": -0.22909379169861244, "ret_signed_p1m": -0.22909379169861244, "alpha_spy_p1m": -0.21651347513025054, "alpha_c_p1m": -0.20612260816920513, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.022971183529407302, "ret_p3m": -0.14976155413552594, "ret_signed_p3m": -0.14976155413552594, "alpha_spy_p3m": -0.16478596601061057, "alpha_c_p3m": -0.15986970368751652, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.010108149551990575, "ret_p6m": -0.22543720129071398, "ret_signed_p6m": -0.22543720129071398, "alpha_spy_p6m": -0.27786298655526465, "alpha_c_p6m": -0.22497452785542482, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": -0.0004626734352891626, "ret_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": -0.034181263493202496, "alpha_spy_stated": -0.04128346987600151, "alpha_c_stated": -0.020247842811234595, "price_path": [-0.749, -0.7434, -0.7439, -0.7552, -0.738, -0.7385, -0.7087, -0.7048, -0.7067, -0.7143, -0.7165, -0.7181, -0.6967, -0.687, -0.6708, -0.7022, -0.6859, -0.6886, -0.6593, -0.6324, -0.6345, -0.6446, -0.6337, -0.579, -0.579, -0.5372, -0.5515, -0.5846, -0.5843, -0.5836, -0.52, -0.4653, -0.4777, -0.4601, -0.4095, -0.4205, -0.3975, -0.4226, -0.3857, -0.3339, -0.3359, -0.2506, -0.2641, -0.3345, -0.2698, -0.2539, -0.2515, -0.2525, -0.1978, -0.0819, -0.0194, -0.0447, 0.0151, -0.0498, 0.0197, 0.1059, 0.0808, -0.017, -0.0347, -0.0585, -0.1225, -0.176, -0.1119, 0.0, 0.0332, -0.0076, -0.0394, -0.0744, -0.0342, 0.0771, 0.0593, 0.2148, 0.0645, -0.0083, -0.0434, -0.0878, -0.1145, -0.2266, -0.2628, -0.2463, -0.2234, -0.2714, -0.3089, -0.3281, -0.2291, -0.2453, -0.2297, -0.2297, -0.2399, -0.2291, -0.3463, -0.3011, -0.2615, -0.2892, -0.2633, -0.2553, -0.3017, -0.3014, -0.362, -0.4359, -0.4183, -0.463, -0.4308, -0.3653, -0.3316, -0.3312, -0.3326, -0.3326, -0.3593, -0.3734, -0.3911, -0.3995, -0.3995, -0.3211, -0.2331, -0.2701, -0.3064, -0.2738, -0.2682, -0.1998, -0.1576, -0.1593, -0.175, -0.0808, -0.0808, -0.1374, -0.1498, -0.1692, -0.0989, -0.1676, -0.0463, 0.0006, -0.0486, -0.1456, -0.1561, -0.1353, -0.2855, -0.3674, -0.335, -0.2663, -0.3175, -0.3216, -0.3636, -0.3288, -0.3288, -0.3486, -0.331, -0.3118, -0.3644, -0.3266, -0.2774, -0.3, -0.2967, -0.349, -0.342, -0.3824, -0.303, -0.3621, -0.4165, -0.3825, -0.394, -0.3326, -0.3423, -0.339, -0.2855, -0.317, -0.3289, -0.3377, -0.3436, -0.3297, -0.3463, -0.3413, -0.4046, -0.4421, -0.4973, -0.455, -0.458, -0.4472, -0.4472, -0.4415, -0.4318, -0.4145, -0.4108, -0.3749, -0.3153, -0.2469, -0.2238, -0.2417, -0.235, -0.2254]}
{"unit_id": "reply:1978236840298643701", "ticker_idx": 0, "ts": "2025-10-14T23:09:51+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 is on discount", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HOOD seen as discounted and worth owning; IREN flagged as a new high-potential pick.", "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": "reply_other", "lang": "en", "tweet_text": "Those are good way to start. I focus on quality companies with high potentials. Some may seem late but if you do some research, it may worth owning. $HOOD is on discount. $HOOW if you want hood + dividends on covered calls. $IREN is the new shiny one.\n\ni share everything on my account. I encourage you do a lot research and find conviction why X is the best company. this basically my trading notebook. You can search on my profile for any ticker you care about. I'm fairly accurate on most of them.", "reply_text": null, "parent_text": "@DeepValueBagger Yup pretty much I just sell puts aggressive puts on companies I want to hold long term. Then buy the actually stock and/or leaps with the premiums. Dont have much experience yet with options but this strategy has worked out well this year.", "quoted_text": null, "parent_author": "StephenEllis_PR", "ret_m1d": 0.005963496743616181, "ret_signed_m1d": 0.005963496743616181, "alpha_spy_m1d": 0.010383404341244296, "alpha_c_m1d": 0.005963496743616181, "bench_spy_m1d": -0.004419907597628114, "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": -0.020201204460503108, "ret_signed_p1d": -0.020201204460503108, "alpha_spy_p1d": -0.013391069898172736, "alpha_c_p1d": 0.007597518693867933, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.02779872315437104, "ret_p1w": -0.05165853888244465, "ret_signed_p1w": -0.05165853888244465, "alpha_spy_p1w": -0.05561242855008608, "alpha_c_p1w": -0.036444423304627716, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.015214115577816933, "ret_p1m": -0.09407376586931193, "ret_signed_p1m": -0.09407376586931193, "alpha_spy_p1m": -0.1044019333456273, "alpha_c_p1m": -0.08919013485215566, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.004883631017156276, "ret_p3m": -0.12396569519228118, "ret_signed_p3m": -0.12396569519228118, "alpha_spy_p3m": -0.17214003271268274, "alpha_c_p3m": -0.16610019397898856, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.042134498786707386, "ret_p6m": -0.47730148388460236, "ret_signed_p6m": -0.47730148388460236, "alpha_spy_p6m": -0.5052813410297989, "alpha_c_p6m": -0.44976914192251527, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": -0.027532341962087092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09407376586931193, "alpha_spy_stated": -0.1044019333456273, "alpha_c_stated": -0.08919013485215566, "price_path": [-0.182, -0.2222, -0.2408, -0.2391, -0.2402, -0.2184, -0.2041, -0.2298, -0.2091, -0.2318, -0.2553, -0.2071, -0.2139, -0.2124, -0.1709, -0.1455, -0.153, -0.1495, -0.1903, -0.1747, -0.1489, -0.1426, -0.1987, -0.2148, -0.2076, -0.1851, -0.1954, -0.189, -0.2328, -0.2271, -0.2245, -0.2245, -0.2483, -0.2485, -0.2329, -0.2452, -0.1258, -0.1167, -0.1244, -0.1223, -0.1425, -0.144, -0.125, -0.1156, -0.0987, -0.0698, -0.069, -0.0593, -0.0548, -0.0857, -0.0922, 0.0192, 0.0673, 0.0372, 0.0861, 0.1082, 0.0754, 0.0809, 0.1246, 0.1365, 0.0359, 0.0487, 0.006, 0.0, -0.0202, -0.0316, 0.0123, -0.0172, -0.0517, 0.0013, 0.042, 0.0873, 0.0902, 0.0794, 0.0292, 0.0941, 0.0964, 0.0198, 0.0621, -0.0527, -0.0283, 0.0129, -0.0165, -0.0087, -0.0941, -0.0868, -0.1355, -0.148, -0.1192, -0.2083, -0.2001, -0.143, -0.1385, -0.0444, -0.0444, -0.0422, -0.0813, -0.0611, -0.0038, 0.0218, -0.0164, 0.017, 0.0116, 0.0113, -0.0803, -0.1092, -0.1408, -0.11, -0.1368, -0.1266, -0.0954, -0.0878, -0.1037, -0.1022, -0.1022, -0.1194, -0.1246, -0.1394, -0.1569, -0.1569, -0.1412, -0.0813, -0.0928, -0.1281, -0.1398, -0.1407, -0.124, -0.1037, -0.1079, -0.1774, -0.1894, -0.1894, -0.2115, -0.2104, -0.208, -0.2025, -0.2024, -0.2155, -0.2292, -0.2453, -0.2584, -0.3298, -0.351, -0.399, -0.4582, -0.3826, -0.3548, -0.3619, -0.4188, -0.4698, -0.4337, -0.4337, -0.4376, -0.4394, -0.4361, -0.4326, -0.4649, -0.4529, -0.4221, -0.4078, -0.4346, -0.4127, -0.4329, -0.3872, -0.3995, -0.4253, -0.4085, -0.4146, -0.4134, -0.4326, -0.4529, -0.4386, -0.4234, -0.4417, -0.4472, -0.4716, -0.4596, -0.4851, -0.4593, -0.4756, -0.5079, -0.5143, -0.4834, -0.4774, -0.4864, -0.4864, -0.4798, -0.4808, -0.4646, -0.4773]}
{"unit_id": "reply:1978236840298643701", "ticker_idx": 1, "ts": "2025-10-14T23:09:51+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 is the new shiny one", "tweet_type": "prediction", "timeline": "unspecified", "summary": "HOOD seen as discounted and worth owning; IREN flagged as a new high-potential pick.", "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": "Those are good way to start. I focus on quality companies with high potentials. Some may seem late but if you do some research, it may worth owning. $HOOD is on discount. $HOOW if you want hood + dividends on covered calls. $IREN is the new shiny one.\n\ni share everything on my account. I encourage you do a lot research and find conviction why X is the best company. this basically my trading notebook. You can search on my profile for any ticker you care about. I'm fairly accurate on most of them.", "reply_text": null, "parent_text": "@DeepValueBagger Yup pretty much I just sell puts aggressive puts on companies I want to hold long term. Then buy the actually stock and/or leaps with the premiums. Dont have much experience yet with options but this strategy has worked out well this year.", "quoted_text": null, "parent_author": "StephenEllis_PR", "ret_m1d": 0.02324204359573634, "ret_signed_m1d": 0.02324204359573634, "alpha_spy_m1d": 0.027661951193364454, "alpha_c_m1d": 0.02324204359573634, "bench_spy_m1d": -0.004419907597628114, "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": -0.09046780262113119, "ret_signed_p1d": -0.09046780262113119, "alpha_spy_p1d": -0.08365766805880082, "alpha_c_p1d": -0.06266907946676015, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.02779872315437104, "ret_p1w": -0.23756988420671643, "ret_signed_p1w": -0.23756988420671643, "alpha_spy_p1w": -0.24152377387435786, "alpha_c_p1w": -0.2223557686288995, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.015214115577816933, "ret_p1m": -0.28434835064013175, "ret_signed_p1m": -0.28434835064013175, "alpha_spy_p1m": -0.29467651811644713, "alpha_c_p1m": -0.2794647196229755, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.004883631017156276, "ret_p3m": -0.25963519644455413, "ret_signed_p3m": -0.25963519644455413, "alpha_spy_p3m": -0.3078095339649557, "alpha_c_p3m": -0.3017696952312615, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.042134498786707386, "ret_p6m": -0.4548396654424246, "ret_signed_p6m": -0.4548396654424246, "alpha_spy_p6m": -0.4828195225876212, "alpha_c_p6m": -0.4273073234803375, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": -0.027532341962087092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28434835064013175, "alpha_spy_stated": -0.29467651811644713, "alpha_c_stated": -0.2794647196229755, "price_path": [-0.7361, -0.733, -0.7265, -0.7207, -0.7332, -0.7393, -0.7561, -0.7677, -0.7626, -0.763, -0.7735, -0.7576, -0.758, -0.7305, -0.7268, -0.7286, -0.7357, -0.7377, -0.7392, -0.7193, -0.7104, -0.6954, -0.7245, -0.7093, -0.7118, -0.6848, -0.6599, -0.6618, -0.6712, -0.6611, -0.6105, -0.6105, -0.5718, -0.585, -0.6156, -0.6153, -0.6147, -0.5559, -0.5053, -0.5168, -0.5004, -0.4537, -0.4638, -0.4425, -0.4657, -0.4316, -0.3836, -0.3856, -0.3066, -0.3191, -0.3842, -0.3244, -0.3096, -0.3074, -0.3083, -0.2577, -0.1505, -0.0927, -0.1161, -0.0608, -0.1208, -0.0565, 0.0232, 0.0, -0.0905, -0.1068, -0.1289, -0.1881, -0.2376, -0.1783, -0.0747, -0.044, -0.0818, -0.1112, -0.1436, -0.1064, -0.0034, -0.0199, 0.124, -0.015, -0.0824, -0.1149, -0.1559, -0.1806, -0.2843, -0.3179, -0.3026, -0.2814, -0.3258, -0.3605, -0.3783, -0.2867, -0.3017, -0.2873, -0.2873, -0.2967, -0.2867, -0.3951, -0.3533, -0.3167, -0.3423, -0.3183, -0.311, -0.3539, -0.3536, -0.4097, -0.4781, -0.4618, -0.5031, -0.4734, -0.4128, -0.3816, -0.3811, -0.3825, -0.3825, -0.4072, -0.4203, -0.4366, -0.4444, -0.4444, -0.3719, -0.2904, -0.3247, -0.3583, -0.328, -0.3229, -0.2596, -0.2205, -0.2221, -0.2367, -0.1495, -0.1495, -0.2018, -0.2133, -0.2312, -0.1662, -0.2298, -0.1175, -0.0741, -0.1197, -0.2095, -0.2192, -0.1999, -0.3389, -0.4147, -0.3847, -0.3211, -0.3685, -0.3723, -0.4112, -0.3789, -0.3789, -0.3973, -0.381, -0.3632, -0.4119, -0.3769, -0.3314, -0.3523, -0.3492, -0.3976, -0.3911, -0.4285, -0.3551, -0.4098, -0.4601, -0.4287, -0.4392, -0.3825, -0.3914, -0.3883, -0.3389, -0.368, -0.3791, -0.3872, -0.3926, -0.3798, -0.3951, -0.3906, -0.4491, -0.4838, -0.5349, -0.4957, -0.4985, -0.4885, -0.4885, -0.4832, -0.4743, -0.4582, -0.4548]}
{"unit_id": "reply:1985466743498625323", "ticker_idx": 0, "ts": "2025-11-03T21:58:54+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's so incredible how overlooked $IREN for the rest of the market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: 85% margins + forward P/S math imply stock is deeply undervalued vs 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": "reply_other", "lang": "en", "tweet_text": "@FransBakker9812 Thanks for the breakdown. 85% margin. wow.\n\nI did some forward P/S projection on this, wow. it's so incredible how overlooked $IREN for the rest of the market...", "reply_text": null, "parent_text": "🧮 $IREN × Microsoft — 5-Year AI Cloud Deal Breakdown\n\n📊 Contract Overview\n\nTotal Value: $9.7 billion\nTerm: 5 years (2026 → 2031)\nPrepayment: 20% = $1.94 billion (credited to yrs 3-5)\nCustomer: Microsoft\nGPUs: NVIDIA GB300\nCapacity: 200 MW (IT load, Horizon 1-4 @ Childress TX)", "quoted_text": null, "parent_author": "FransBakker9812", "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "orig:1981826096049070394", "ticker_idx": 0, "ts": "2025-10-24T20:52:16+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "25,000 shares $iren", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 25k shares of IREN and 3.5k shares plus large LEAPS position in NBIS; bullish AI datacenter exposure.", "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": "Position update on Ai Datacenter sector\n\n25,000 shares $iren\n  3,500 shares $nbis\n\nTons of $nbis leaps.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "orig:1981826096049070394", "ticker_idx": 1, "ts": "2025-10-24T20:52:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3,500 shares $nbis. Tons of $nbis leaps.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 25k shares of IREN and 3.5k shares plus large LEAPS position in NBIS; bullish AI datacenter exposure.", "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": "Position update on Ai Datacenter sector\n\n25,000 shares $iren\n  3,500 shares $nbis\n\nTons of $nbis leaps.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139401301414681, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741904621725087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.02375072131960987, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0049505340846965895, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072747255715163, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.030471214096471688, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.2669865678152833, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441104808864969, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330122433822341, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004554964464443367, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166768653332715, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.0064388483535893215, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291397615903933, "alpha_spy_stated": -0.2764830989541609, "alpha_c_stated": -0.2669865678152833, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "reply:1980332102781661473", "ticker_idx": 0, "ts": "2025-10-20T17:55:40+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm already bearish about it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish DUOL.", "resolved_tickers": ["DUOL"], "resolution_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": "@ironimmigrant @DataDInvesting good to know about $DUOL, i'm already bearish about it.", "reply_text": null, "parent_text": "@DeepValueBagger @DataDInvesting Let me tell you one more classic about this clown. He claims to be a Christian and often posts about Christian values and principals and how holier than though he is and then at the same time invests in and promotes $DUOL, one of the most woke companies that infuse woke values in", "quoted_text": null, "parent_author": "ironimmigrant", "ret_m1d": 0.03610135781895685, "ret_signed_m1d": -0.03610135781895685, "alpha_spy_m1d": -0.04639480112209948, "alpha_c_m1d": -0.04639480112209948, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010293443303142635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015604432557794201, "ret_signed_p1d": -0.015604432557794201, "alpha_spy_p1d": -0.015619375436577432, "alpha_c_p1d": -0.015619375436577432, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.01918587851890652, "ret_signed_p1w": 0.01918587851890652, "alpha_spy_p1w": 0.03995152962597226, "alpha_c_p1w": 0.03995152962597226, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.43897294540141696, "ret_signed_p1m": 0.43897294540141696, "alpha_spy_p1m": 0.42225910629716834, "alpha_c_p1m": 0.42225910629716834, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.5062194457068074, "ret_signed_p3m": 0.5062194457068074, "alpha_spy_p3m": 0.5404597231639805, "alpha_c_p3m": 0.5404597231639805, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.7075432613710007, "ret_signed_p6m": 0.7075432613710007, "alpha_spy_p6m": 0.7479339543960499, "alpha_c_p6m": 0.7479339543960499, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.040390693025049274, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43897294540141696, "alpha_spy_stated": 0.42225910629716834, "alpha_c_stated": 0.42225910629716834, "price_path": [0.1505, 0.1542, 0.1642, 0.0888, 0.0671, 0.0915, 0.1081, 0.084, 0.1267, 0.0882, 0.0987, 0.2498, 0.1842, 0.0891, 0.0326, 0.0486, 0.0548, 0.0454, 0.1805, 0.0893, 0.0836, 0.1049, 0.0612, 0.0279, 0.0105, 0.0166, 0.0321, -0.0475, -0.0475, -0.0727, -0.0966, -0.128, -0.1329, -0.1325, -0.1255, -0.0858, -0.0108, -0.0154, -0.0883, -0.1023, -0.1073, -0.0737, -0.0698, -0.0108, -0.0423, -0.037, 0.0024, 0.0437, 0.0513, 0.0291, -0.0288, 0.0009, 0.0317, 0.0242, 0.0232, 0.1104, 0.0782, 0.0392, 0.0552, 0.0635, 0.0907, 0.057, 0.0361, 0.0, 0.0156, -0.0165, 0.0023, -0.0023, -0.0192, -0.0603, -0.1278, -0.1596, -0.1346, -0.1528, -0.1621, -0.1685, -0.3805, -0.3566, -0.3835, -0.3768, -0.4034, -0.4035, -0.4082, -0.43, -0.439, -0.4421, -0.4628, -0.4475, -0.4485, -0.438, -0.3975, -0.3975, -0.3879, -0.407, -0.4161, -0.4073, -0.3976, -0.3613, -0.3351, -0.3314, -0.3687, -0.3574, -0.3724, -0.4053, -0.4028, -0.4118, -0.4152, -0.4054, -0.4073, -0.4268, -0.4222, -0.4222, -0.4191, -0.4239, -0.4336, -0.4388, -0.4388, -0.4357, -0.408, -0.4278, -0.4363, -0.444, -0.4351, -0.4828, -0.4698, -0.5003, -0.5062, -0.5198, -0.5198, -0.5249, -0.5306, -0.5085, -0.5012, -0.5154, -0.5329, -0.5434, -0.554, -0.5713, -0.5781, -0.6154, -0.6262, -0.6344, -0.6182, -0.6198, -0.614, -0.6505, -0.6417, -0.64, -0.64, -0.6416, -0.6404, -0.6447, -0.6389, -0.6606, -0.6501, -0.643, -0.6244, -0.677, -0.6776, -0.6751, -0.6925, -0.6753, -0.6741, -0.6789, -0.6956, -0.684, -0.6965, -0.6854, -0.674, -0.6663, -0.6801, -0.6815, -0.6865, -0.681, -0.6877, -0.683, -0.6863, -0.6951, -0.699, -0.6848, -0.6924, -0.6913, -0.6913, -0.6822, -0.6921, -0.7088, -0.7105, -0.7121, -0.7009, -0.7075]}
{"unit_id": "thread:1979179115493150805", "ticker_idx": 0, "ts": "2025-10-17T13:34:07+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have taken a tiny speculative bet on $MTPLF", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Took a small speculative long position in MTPLF citing mNAV discount, low debt, Bitcoin proximity to lows, and BTC income generation.", "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": "I have taken a tiny speculative bet on $MTPLF. \n\n1. Reaching 0.91 mNAV\n2. $24m debt\n3. Bitcoin near its low.\n3. Bitcoin income generation\n4. Mike wanted to buy at $2.5 https://t.co/152g2qRbWd\n\n---\n\nMore on $MTPLF metrics here:\nhttps://t.co/zW2qfFhs10", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0072202097704794355, "ret_signed_m1d": 0.0072202097704794355, "alpha_spy_m1d": 0.012864377480827138, "alpha_c_m1d": 0.015751978383089393, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.008531768612609958, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10108302285840298, "ret_signed_p1d": 0.10108302285840298, "alpha_spy_p1d": 0.09068252259547971, "alpha_c_p1d": 0.09314858020045058, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.0079344426579524, "ret_p1w": 0.12274365216984151, "ret_signed_p1w": 0.12274365216984151, "alpha_spy_p1w": 0.10338754894457769, "alpha_c_p1w": 0.10892232060050344, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.013821331569338069, "ret_p1m": -0.17509021604166286, "ret_signed_p1m": -0.17509021604166286, "alpha_spy_p1m": -0.1770166840240669, "alpha_c_p1m": -0.15077481955591965, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.024315396485743213, "ret_p3m": 0.4277978162235152, "ret_signed_p3m": 0.4277978162235152, "alpha_spy_p3m": 0.3856390309116897, "alpha_c_p3m": 0.3827310724802786, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.045066743743236604, "ret_p6m": -0.2779783343785306, "ret_signed_p6m": -0.2779783343785306, "alpha_spy_p6m": -0.31653492652910453, "alpha_c_p6m": -0.25379147887601394, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": -0.024186855502516647, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17509021604166286, "alpha_spy_stated": -0.1770166840240669, "alpha_c_stated": -0.15077481955591965, "price_path": [1.8935, 2.0686, 1.9495, 1.8809, 1.9783, 1.8372, 1.8881, 1.7383, 1.5585, 1.5126, 1.2852, 1.3502, 1.5018, 1.5097, 1.5632, 1.3848, 1.4007, 1.2671, 1.1697, 1.2527, 1.1282, 1.0614, 1.0397, 1.13, 1.1751, 1.0668, 1.2094, 1.1877, 1.2058, 1.2058, 1.1191, 0.9603, 0.7816, 0.7527, 0.6679, 0.6209, 0.8953, 0.6661, 0.5523, 0.5394, 0.5271, 0.4621, 0.4224, 0.4765, 0.4845, 0.4657, 0.3646, 0.2708, 0.3069, 0.3123, 0.4285, 0.3538, 0.5195, 0.557, 0.4585, 0.4188, 0.3502, 0.2852, 0.2563, 0.2455, 0.1011, 0.0758, 0.0072, 0.0, 0.1011, 0.0505, 0.0069, 0.0375, 0.1227, 0.1841, 0.1769, 0.1191, 0.0848, 0.1588, 0.1336, 0.0072, 0.0289, -0.0487, -0.0108, -0.0036, -0.0433, -0.0397, -0.1336, -0.1444, -0.1751, -0.1625, -0.213, -0.1913, -0.2166, -0.148, -0.1671, -0.1264, -0.1264, -0.0433, -0.1408, -0.1011, -0.0975, -0.0903, -0.1227, -0.083, -0.0144, 0.1029, 0.0054, -0.0108, -0.0469, -0.0625, -0.0903, -0.0686, 0.0036, 0.0253, 0.056, 0.0758, 0.0758, 0.0181, -0.0253, -0.0686, -0.0975, -0.0975, -0.0563, 0.1245, 0.1552, 0.2144, 0.148, 0.2022, 0.2549, 0.2671, 0.4278, 0.3838, 0.361, 0.361, 0.1751, 0.2022, 0.1588, 0.1769, 0.0975, 0.157, 0.1188, 0.0, 0.0217, -0.0372, -0.1173, -0.1552, -0.3285, -0.0975, -0.1444, -0.1697, -0.1986, -0.2274, -0.1841, -0.1841, -0.2112, -0.2491, -0.2708, -0.2635, -0.2924, -0.2852, -0.2455, -0.2563, -0.2816, -0.2166, -0.2466, -0.2022, -0.2166, -0.2419, -0.2274, -0.2166, -0.1733, -0.2058, -0.1588, -0.1372, -0.1986, -0.2671, -0.2888, -0.2816, -0.2671, -0.296, -0.2816, -0.3069, -0.343, -0.3285, -0.3213, -0.3177, -0.3213, -0.3213, -0.3032, -0.3213, -0.278, -0.2888, -0.269, -0.278]}
{"unit_id": "quote:1986058806195851343", "ticker_idx": 0, "ts": "2025-11-05T13:11:33+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 think this is very probable given they invested in $CRWV $APLD, $NBIS, and some privately", "tweet_type": "prediction", "timeline": "days", "summary": "Author thinks NVDA taking an equity stake in IREN is highly probable, citing pattern of similar investments; bullish IREN on the anticipated partnership announcement.", "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": "There's talk about $NVDA taking a stake in $IREN. I think this is very probable given they invested in $CRWV $APLD, $NBIS, and some privately.\n\nIt makes a lot of sense for two reasons:\n\n1. Participate the upside of $IREN from the partnership.\n\n2. Use it as leverage when things goes sour. Imagine what $NVDA sells $IREN do on the headlines.", "reply_text": null, "parent_text": null, "quoted_text": "Prediction. $IREN will announce $NVDA takes a 7% equity stake in the business. \n\nLikely Thursday morning (earnings day) but could be as early as tomorrow or Wednesday. \n\nNFA.", "parent_author": null, "ret_m1d": -0.1279937958377716, "ret_signed_m1d": -0.1279937958377716, "alpha_spy_m1d": -0.12454028754872504, "alpha_c_m1d": -0.12457172814780748, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12367496564226499, "ret_signed_p1d": -0.12367496564226499, "alpha_spy_p1d": -0.11294551192308155, "alpha_c_p1d": -0.12006284833092462, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.2710378472267986, "ret_signed_p1w": -0.2710378472267986, "alpha_spy_p1w": -0.2795975960354772, "alpha_c_p1w": -0.29137998352548344, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.392095294637797, "ret_signed_p1m": -0.392095294637797, "alpha_spy_p1m": -0.4021457448863063, "alpha_c_p1m": -0.41224745472168023, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.3053265372715026, "ret_signed_p3m": -0.3053265372715026, "alpha_spy_p3m": -0.3346732743537477, "alpha_c_p3m": -0.3361029042891066, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.4043973807044724, "ret_signed_p6m": -0.4043973807044724, "alpha_spy_p6m": -0.47106396865662925, "alpha_c_p6m": -0.40403812892887747, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_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": -0.2710378472267986, "alpha_spy_stated": -0.2795975960354772, "alpha_c_stated": -0.29137998352548344, "price_path": [-0.7585, -0.7648, -0.7667, -0.768, -0.7503, -0.7423, -0.729, -0.7549, -0.7414, -0.7436, -0.7195, -0.6974, -0.6991, -0.7074, -0.6985, -0.6534, -0.6534, -0.619, -0.6308, -0.658, -0.6578, -0.6572, -0.6049, -0.5599, -0.5701, -0.5556, -0.5139, -0.523, -0.504, -0.5247, -0.4943, -0.4516, -0.4533, -0.3831, -0.3942, -0.4522, -0.3989, -0.3858, -0.3839, -0.3846, -0.3396, -0.2442, -0.1928, -0.2136, -0.1644, -0.2178, -0.1606, -0.0896, -0.1103, -0.1908, -0.2053, -0.225, -0.2776, -0.3217, -0.2689, -0.1768, -0.1495, -0.1831, -0.2093, -0.2381, -0.2049, -0.1133, -0.128, 0.0, -0.1237, -0.1836, -0.2125, -0.2491, -0.271, -0.3633, -0.3931, -0.3795, -0.3607, -0.4002, -0.4311, -0.4469, -0.3654, -0.3787, -0.3659, -0.3659, -0.3743, -0.3654, -0.4619, -0.4247, -0.3921, -0.4149, -0.3935, -0.387, -0.4252, -0.4249, -0.4748, -0.5357, -0.5211, -0.5579, -0.5315, -0.4776, -0.4498, -0.4494, -0.4506, -0.4506, -0.4726, -0.4842, -0.4988, -0.5057, -0.5057, -0.4412, -0.3687, -0.3992, -0.4291, -0.4022, -0.3976, -0.3413, -0.3065, -0.3079, -0.3209, -0.2433, -0.2433, -0.2899, -0.3001, -0.3161, -0.2582, -0.3147, -0.2149, -0.1763, -0.2169, -0.2967, -0.3053, -0.2882, -0.4119, -0.4793, -0.4526, -0.396, -0.4382, -0.4416, -0.4761, -0.4475, -0.4475, -0.4638, -0.4493, -0.4335, -0.4768, -0.4456, -0.4052, -0.4238, -0.421, -0.4641, -0.4583, -0.4916, -0.4263, -0.4749, -0.5197, -0.4917, -0.5011, -0.4506, -0.4586, -0.4558, -0.4119, -0.4378, -0.4476, -0.4548, -0.4596, -0.4482, -0.4619, -0.4578, -0.5099, -0.5408, -0.5862, -0.5514, -0.5539, -0.545, -0.545, -0.5402, -0.5323, -0.518, -0.515, -0.4854, -0.4363, -0.3801, -0.3611, -0.3757, -0.3702, -0.3624, -0.4088, -0.3667, -0.3192, -0.3373, -0.3671, -0.4184, -0.4391, -0.4044]}
{"unit_id": "quote:1986058806195851343", "ticker_idx": 1, "ts": "2025-11-05T13:11:33+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Participate the upside of $IREN from the partnership", "tweet_type": "prediction", "timeline": "days", "summary": "Author thinks NVDA taking an equity stake in IREN is highly probable, citing pattern of similar investments; bullish IREN on the anticipated partnership announcement.", "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": "There's talk about $NVDA taking a stake in $IREN. I think this is very probable given they invested in $CRWV $APLD, $NBIS, and some privately.\n\nIt makes a lot of sense for two reasons:\n\n1. Participate the upside of $IREN from the partnership.\n\n2. Use it as leverage when things goes sour. Imagine what $NVDA sells $IREN do on the headlines.", "reply_text": null, "parent_text": null, "quoted_text": "Prediction. $IREN will announce $NVDA takes a 7% equity stake in the business. \n\nLikely Thursday morning (earnings day) but could be as early as tomorrow or Wednesday. \n\nNFA.", "parent_author": null, "ret_m1d": 0.01782689455659625, "ret_signed_m1d": 0.01782689455659625, "alpha_spy_m1d": 0.02128040284564281, "alpha_c_m1d": 0.03657513561307357, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.01874824105647732, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03652480823530613, "ret_signed_p1d": -0.03652480823530613, "alpha_spy_p1d": -0.025795354516122693, "alpha_c_p1d": -0.013131210640710655, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.023393597594595472, "ret_p1w": -0.007222986139063914, "ret_signed_p1w": -0.007222986139063914, "alpha_spy_p1w": -0.015782734947742516, "alpha_c_p1w": 0.0038201775366714097, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": -0.011043163675735324, "ret_p1m": -0.06054909502529826, "ret_signed_p1m": -0.06054909502529826, "alpha_spy_p1m": -0.07059954527380752, "alpha_c_p1m": -0.06639051187053813, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.005841416845239866, "ret_p3m": -0.049124883667800545, "ret_signed_p3m": -0.049124883667800545, "alpha_spy_p3m": -0.07847162075004566, "alpha_c_p3m": -0.18748213579460538, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.13835725212680483, "ret_p6m": 0.0224471544034599, "ret_signed_p6m": 0.0224471544034599, "alpha_spy_p6m": -0.04421943354869695, "alpha_c_p6m": -0.3914518736165902, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.4138990280200501, "ret_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": -0.007222986139063914, "alpha_spy_stated": -0.015782734947742516, "alpha_c_stated": 0.0038201775366714097, "price_path": [-0.0641, -0.0674, -0.0618, -0.0698, -0.0676, -0.0757, -0.0677, -0.1003, -0.1015, -0.1037, -0.0883, -0.0789, -0.0689, -0.0698, -0.0771, -0.1078, -0.1078, -0.1252, -0.126, -0.1207, -0.1445, -0.1378, -0.1253, -0.0916, -0.0924, -0.0891, -0.0894, -0.1041, -0.1277, -0.0972, -0.095, -0.0594, -0.086, -0.0934, -0.0897, -0.0872, -0.0684, -0.0442, -0.0408, -0.0324, -0.0389, -0.0495, -0.0521, -0.0312, -0.0135, -0.0617, -0.0353, -0.0778, -0.0788, -0.0686, -0.0614, -0.0644, -0.072, -0.0765, -0.0669, -0.0458, -0.0191, 0.0298, 0.0606, 0.0393, 0.0373, 0.0598, 0.0178, 0.0, -0.0365, -0.0362, 0.0197, -0.0105, -0.0072, -0.0428, -0.0258, -0.0441, -0.0709, -0.0445, -0.0746, -0.0837, -0.0649, -0.0891, -0.0766, -0.0766, -0.0933, -0.0783, -0.0704, -0.08, -0.0605, -0.0655, -0.0494, -0.0524, -0.0585, -0.0731, -0.1034, -0.0969, -0.0895, -0.1243, -0.1079, -0.0728, -0.059, -0.0307, -0.0338, -0.0338, -0.0239, -0.0358, -0.0392, -0.0446, -0.0446, -0.0325, -0.0363, -0.0408, -0.0312, -0.052, -0.053, -0.0526, -0.0481, -0.0618, -0.0417, -0.0459, -0.0459, -0.0878, -0.0609, -0.0531, -0.0386, -0.0447, -0.0342, -0.0188, -0.0138, -0.0208, -0.0491, -0.0761, -0.1076, -0.1195, -0.0501, -0.0264, -0.0341, -0.0264, -0.0423, -0.0635, -0.0635, -0.0524, -0.037, -0.0374, -0.0276, -0.0187, -0.012, 0.0018, -0.0528, -0.0923, -0.0652, -0.0776, -0.0623, -0.0608, -0.089, -0.0643, -0.0534, -0.0469, -0.0617, -0.0765, -0.0613, -0.0679, -0.0758, -0.0852, -0.1152, -0.1002, -0.1024, -0.0846, -0.1227, -0.1418, -0.1538, -0.1065, -0.0996, -0.0912, -0.0912, -0.0899, -0.0875, -0.0672, -0.0578, -0.0336, -0.0301, 0.0068, 0.0189, 0.0162, 0.0333, 0.0352, 0.024, 0.0375, 0.0228, 0.067, 0.1097, 0.0921, 0.072, 0.0224]}
{"unit_id": "orig:1985542457224823229", "ticker_idx": 0, "ts": "2025-11-04T02:59:46+00:00", "symbol": "WGMI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on WGMI ETF allocation; singles out IREN as the standout winner among individual picks.", "resolved_tickers": ["WGMI"], "resolution_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": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05167694265453715, "ret_signed_m1d": 0.05167694265453715, "alpha_spy_m1d": 0.0396812032291205, "alpha_c_m1d": 0.0396812032291205, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0639972923742933, "ret_signed_p1d": 0.0639972923742933, "alpha_spy_p1d": 0.06053181603398006, "alpha_c_p1d": 0.06053181603398006, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": -0.14356604357984937, "ret_signed_p1w": -0.14356604357984937, "alpha_spy_p1w": -0.15505814787333438, "alpha_c_p1w": -0.15505814787333438, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.22193699025992353, "ret_signed_p1m": -0.22193699025992353, "alpha_spy_p1m": -0.23474724057460428, "alpha_c_p1m": -0.23474724057460428, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.22895273045579567, "ret_signed_p3m": -0.22895273045579567, "alpha_spy_p3m": -0.25675719935632624, "alpha_c_p3m": -0.25675719935632624, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.22347703397489316, "ret_signed_p6m": -0.22347703397489316, "alpha_spy_p6m": -0.283295326137771, "alpha_c_p6m": -0.283295326137771, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22193699025992353, "alpha_spy_stated": -0.23474724057460428, "alpha_c_stated": -0.23474724057460428, "price_path": [-0.5659, -0.5729, -0.5712, -0.5652, -0.5637, -0.5385, -0.5431, -0.5159, -0.5448, -0.5334, -0.54, -0.5159, -0.5104, -0.4971, -0.4985, -0.4923, -0.476, -0.476, -0.4586, -0.4747, -0.5009, -0.4961, -0.492, -0.4331, -0.3927, -0.3896, -0.3614, -0.3373, -0.3179, -0.2959, -0.2967, -0.2888, -0.2476, -0.2659, -0.23, -0.2786, -0.3051, -0.2435, -0.243, -0.2288, -0.2045, -0.1754, -0.1052, -0.0866, -0.0524, -0.0149, -0.053, 0.0414, 0.0915, 0.1277, 0.0152, -0.0036, 0.0228, -0.0416, -0.1218, -0.0756, 0.0204, 0.0411, 0.0178, 0.0036, -0.0296, -0.018, 0.0517, 0.0, 0.064, -0.0323, -0.0573, -0.0832, -0.1436, -0.1833, -0.2818, -0.3063, -0.2998, -0.2842, -0.3087, -0.3368, -0.3491, -0.2621, -0.2531, -0.2108, -0.2108, -0.1713, -0.1913, -0.2526, -0.2219, -0.1908, -0.2209, -0.2055, -0.1884, -0.2144, -0.207, -0.2687, -0.351, -0.3436, -0.3753, -0.3585, -0.2967, -0.2782, -0.2897, -0.2846, -0.2846, -0.3198, -0.3263, -0.3451, -0.3451, -0.3451, -0.2805, -0.2136, -0.2302, -0.2588, -0.2385, -0.2296, -0.1867, -0.1638, -0.1626, -0.179, -0.1263, -0.1263, -0.1751, -0.1802, -0.197, -0.1591, -0.2029, -0.129, -0.121, -0.166, -0.229, -0.2396, -0.2248, -0.3106, -0.3972, -0.3082, -0.25, -0.2707, -0.2875, -0.3138, -0.2926, -0.2926, -0.3155, -0.3149, -0.3037, -0.3353, -0.3196, -0.2692, -0.2755, -0.2784, -0.3176, -0.3082, -0.3518, -0.295, -0.3284, -0.3828, -0.3612, -0.3607, -0.334, -0.3504, -0.3451, -0.3078, -0.3133, -0.3309, -0.3309, -0.3552, -0.3258, -0.3349, -0.3104, -0.3655, -0.3978, -0.4468, -0.4042, -0.4035, -0.3881, -0.3881, -0.372, -0.3571, -0.3068, -0.2923, -0.2781, -0.2358, -0.1867, -0.1906, -0.2029, -0.1603, -0.1542, -0.1875, -0.1431, -0.1413, -0.1509, -0.1605, -0.2029, -0.2235]}
{"unit_id": "orig:1985542457224823229", "ticker_idx": 1, "ts": "2025-11-04T02:59:46+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm so tired of picking winners outside of $IREN.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on WGMI ETF allocation; singles out IREN as the standout winner among individual picks.", "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": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "thread:1979589999520559576", "ticker_idx": 0, "ts": "2025-10-18T16:46:49+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I noticed some of the top influencers advising to invest in $PYPL reflects the same laziness as Paypal's Board", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PYPL; dismisses bullish low-P/S thesis as lazy, aligning with board's shortcomings.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I noticed some of the top influencers advising to invest in $PYPL reflects the same laziness as Paypal's Board. \n\nHow can they be blame for suggesting a low P/S, value company? Why risks their reputation on new sector, and deep dive research? I'll name them in later post.\n\n---\n\nI'm going to war. https://t.co/8Ni1tF43BS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025867005178316305, "ret_signed_m1d": 0.025867005178316305, "alpha_spy_m1d": 0.01557356187517367, "alpha_c_m1d": 0.014311827232437846, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012283391188354864, "ret_signed_p1d": -0.012283391188354864, "alpha_spy_p1d": -0.012298334067138095, "alpha_c_p1d": -0.013419950480559106, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.015173417716592086, "ret_signed_p1w": -0.015173417716592086, "alpha_spy_p1w": 0.005592233390473655, "alpha_c_p1w": -0.004944164659643313, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.12283241059995187, "ret_signed_p1m": 0.12283241059995187, "alpha_spy_p1m": 0.10611857149570325, "alpha_c_p1m": 0.09593335306865025, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.17816227318802025, "ret_signed_p3m": 0.17816227318802025, "alpha_spy_p3m": 0.2124025506451933, "alpha_c_p3m": 0.2116918328724139, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.3030856938237749, "ret_signed_p6m": 0.3030856938237749, "alpha_spy_p6m": 0.3434763868488242, "alpha_c_p6m": 0.29244106524585134, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12283241059995187, "alpha_spy_stated": 0.10611857149570325, "alpha_c_stated": 0.09593335306865025, "price_path": [0.1078, 0.1246, 0.1269, 0.1303, 0.0325, 0.0074, -0.0064, -0.0302, -0.0172, -0.0198, 0.0032, -0.0142, -0.0224, -0.0306, -0.0178, 0.0207, 0.0026, 0.0004, 0.0048, -0.0022, -0.0162, -0.0238, 0.0101, 0.004, 0.0142, 0.0065, 0.0124, 0.0143, 0.0143, 0.0007, 0.0064, -0.0107, -0.0136, -0.0116, -0.022, -0.0514, -0.0279, -0.0334, -0.0302, -0.034, -0.0084, -0.0098, -0.0142, -0.022, -0.0273, -0.0194, -0.0355, -0.0275, 0.0069, -0.0309, -0.0367, -0.0039, 0.0007, 0.0302, 0.0782, 0.1001, 0.0947, 0.0092, -0.0049, -0.0007, -0.0176, -0.0455, -0.0259, 0.0, 0.0123, -0.0163, 0.0066, 0.0082, 0.0152, 0.0552, 0.0069, -0.0184, 0.001, -0.0124, -0.0451, -0.0165, -0.0425, -0.0431, -0.0426, -0.026, -0.0289, -0.0559, -0.0923, -0.1056, -0.1228, -0.1294, -0.1584, -0.1227, -0.1228, -0.1133, -0.1044, -0.1044, -0.092, -0.0936, -0.0889, -0.113, -0.1059, -0.0979, -0.1147, -0.1196, -0.1141, -0.1065, -0.1069, -0.1202, -0.1117, -0.1283, -0.1391, -0.1337, -0.133, -0.1395, -0.1304, -0.1304, -0.1314, -0.1383, -0.144, -0.1544, -0.1544, -0.1579, -0.1412, -0.1337, -0.1525, -0.156, -0.1648, -0.1702, -0.1808, -0.1648, -0.1782, -0.176, -0.176, -0.2022, -0.1905, -0.1722, -0.1799, -0.1802, -0.196, -0.2167, -0.2307, -0.2368, -0.242, -0.396, -0.4057, -0.4221, -0.4145, -0.404, -0.399, -0.414, -0.434, -0.4164, -0.4164, -0.4089, -0.3996, -0.3956, -0.3967, -0.362, -0.3189, -0.3146, -0.3405, -0.3307, -0.3391, -0.3282, -0.3208, -0.3079, -0.3176, -0.3294, -0.3459, -0.338, -0.3555, -0.3477, -0.3401, -0.3298, -0.3522, -0.358, -0.3606, -0.3391, -0.3577, -0.3484, -0.3433, -0.3667, -0.351, -0.3429, -0.3516, -0.3413, -0.3413, -0.3393, -0.3481, -0.3339, -0.332, -0.3427, -0.3098, -0.3031]}
{"unit_id": "reply:1972419761024970783", "ticker_idx": 0, "ts": "2025-09-28T21:54:51+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I plan to hold $HOOD $TSLA and other suitable stocks multi years", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Plans to hold HOOD and TSLA as multi-year buy-and-hold positions.", "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": "reply_other", "lang": "en", "tweet_text": "@optionscjp Do share tips on your feed😆\n\nSo far, the best strategy i found is buy forever stock, and  trim once in a while.  I plan to hold $HOOD $TSLA and other suitable stocks multi years. https://t.co/YeDhzVxVUy", "reply_text": null, "parent_text": "@DeepValueBagger Love it. Dude yes trying to manage a portfolio that is up a ton when you are already pretty deep in taxes is hard. I’m in that boat right now", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_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": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "reply:1972419761024970783", "ticker_idx": 1, "ts": "2025-09-28T21:54:51+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I plan to hold $HOOD $TSLA and other suitable stocks multi years", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Plans to hold HOOD and TSLA as multi-year buy-and-hold positions.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@optionscjp Do share tips on your feed😆\n\nSo far, the best strategy i found is buy forever stock, and  trim once in a while.  I plan to hold $HOOD $TSLA and other suitable stocks multi years. https://t.co/YeDhzVxVUy", "reply_text": null, "parent_text": "@DeepValueBagger Love it. Dude yes trying to manage a portfolio that is up a ton when you are already pretty deep in taxes is hard. I’m in that boat right now", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": -0.006340104268336533, "ret_signed_m1d": -0.006340104268336533, "alpha_spy_m1d": -0.003537533959744099, "alpha_c_m1d": -0.0019789597819148685, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004361144486421664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0034069849388267404, "ret_signed_p1d": 0.0034069849388267404, "alpha_spy_p1d": -0.00035984981653158776, "alpha_c_p1d": 0.008058927647560221, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004651942708733481, "ret_p1w": 0.02265293819744474, "ret_signed_p1w": 0.02265293819744474, "alpha_spy_p1w": 0.010704460092154422, "alpha_c_p1w": 0.026224955387757598, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.0035720171903128595, "ret_p1m": 0.03912365847385946, "ret_signed_p1m": 0.03912365847385946, "alpha_spy_p1m": 0.0038958763822318776, "alpha_c_p1m": 0.037545276366525604, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.0015783821073338533, "ret_p3m": 0.09519190283345047, "ret_signed_p3m": 0.09519190283345047, "alpha_spy_p3m": 0.051887907594407645, "alpha_c_p3m": 0.07481517855014119, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.020376724283309278, "ret_p6m": -0.13578212097206488, "ret_signed_p6m": -0.13578212097206488, "alpha_spy_p6m": -0.12556512762631478, "alpha_c_p6m": -0.05053648063418803, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08524564033787685, "ret_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": [-0.2878, -0.2885, -0.2885, -0.3368, -0.3281, -0.3324, -0.3009, -0.2926, -0.285, -0.2988, -0.2742, -0.2793, -0.2562, -0.2588, -0.2507, -0.2497, -0.3112, -0.2869, -0.2654, -0.2753, -0.2802, -0.3045, -0.3172, -0.3022, -0.3034, -0.2782, -0.2729, -0.2562, -0.2351, -0.231, -0.2343, -0.2428, -0.2542, -0.2438, -0.257, -0.2692, -0.2777, -0.2328, -0.218, -0.2065, -0.2112, -0.2194, -0.2467, -0.2467, -0.2569, -0.2462, -0.2362, -0.2084, -0.2184, -0.2171, -0.2153, -0.1679, -0.1067, -0.0748, -0.0487, -0.0391, -0.0595, -0.0387, -0.0203, -0.0392, -0.0009, -0.0447, -0.0063, 0.0, 0.0034, 0.0367, -0.0163, -0.0302, 0.0227, -0.0228, -0.0102, -0.0173, -0.0671, -0.0165, -0.0315, -0.0182, -0.0326, -0.0088, 0.0095, -0.0014, -0.0096, 0.013, -0.0214, 0.0208, 0.0391, 0.0413, -0.007, 0.0301, 0.0568, 0.0024, 0.0426, 0.0061, -0.0309, 0.0046, -0.0081, -0.0285, -0.093, -0.0877, -0.0774, -0.0947, -0.0885, -0.1083, -0.1176, -0.0574, -0.0537, -0.0375, -0.0375, -0.0294, -0.0295, -0.0315, 0.008, 0.0255, 0.0266, -0.0082, 0.0044, 0.0186, 0.0083, 0.0355, 0.0724, 0.1053, 0.0543, 0.0906, 0.0857, 0.1027, 0.0956, 0.0952, 0.0952, 0.0722, 0.0371, 0.0253, 0.0147, 0.0147, -0.0116, 0.0191, -0.0231, -0.0266, -0.0167, 0.0041, 0.013, 0.009, -0.009, -0.0105, -0.0129, -0.0129, -0.0541, -0.0266, 0.0139, 0.0132, -0.0181, -0.0278, -0.0265, -0.0601, -0.0289, -0.0483, -0.0479, -0.0839, -0.1038, -0.0724, -0.0584, -0.0406, -0.0337, -0.059, -0.0581, -0.0581, -0.0735, -0.072, -0.0711, -0.0708, -0.0979, -0.0763, -0.0582, -0.0781, -0.0918, -0.09, -0.1146, -0.0841, -0.085, -0.1049, -0.1005, -0.0992, -0.0798, -0.1088, -0.1173, -0.1075, -0.0991, -0.1138, -0.1419, -0.1698, -0.1407, -0.1358]}
{"unit_id": "orig:1980615569259778118", "ticker_idx": 0, "ts": "2025-10-21T12:42:04+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "as technology makes \"communication\" more accessible, people will lean more on convenience", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish DUOL: translation tech will erode demand for language learning as convenience trumps necessity, analogous to streaming killing physical music.", "resolved_tickers": ["DUOL"], "resolution_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": "$DUOL bulls keep saying but, \"people still want to learn language\". \n\nIt's one dimensional thinking. Yes I'm sure it's fun for some people and necessity for some people. However, as technology makes \"communication\" more accessible, people will lean more on convenience. \n\nTake music industry as an example, how does people listen to music?\n\nStreaming music made vinyl music, and cd music collection a fad.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015364675514948689, "ret_signed_m1d": 0.015364675514948689, "alpha_spy_m1d": 0.01537961861702486, "alpha_c_m1d": 0.01537961861702486, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 1.4943102076170334e-05, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0316110276452124, "ret_signed_p1d": 0.0316110276452124, "alpha_spy_p1d": 0.02641211157933332, "alpha_c_p1d": 0.02641211157933332, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.005198916065879078, "ret_p1w": -0.07471421417208679, "ret_signed_p1w": 0.07471421417208679, "alpha_spy_p1w": 0.09820632911882832, "alpha_c_p1w": 0.09820632911882832, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": 0.023492114946741527, "ret_p1m": -0.45064700804539515, "ret_signed_p1m": 0.45064700804539515, "alpha_spy_p1m": 0.43774652718003737, "alpha_c_p1m": 0.43774652718003737, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.012900480865357777, "ret_p3m": -0.527218882945707, "ret_signed_p3m": 0.527218882945707, "alpha_spy_p3m": 0.5606080069159736, "alpha_c_p3m": 0.5606080069159736, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.03338912397026661, "ret_p6m": -0.6889896308834331, "ret_signed_p6m": 0.6889896308834331, "alpha_spy_p6m": 0.7376056841938208, "alpha_c_p6m": 0.7376056841938208, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.04861605331038765, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45064700804539515, "alpha_spy_stated": 0.43774652718003737, "alpha_c_stated": 0.43774652718003737, "price_path": [0.1365, 0.1463, 0.072, 0.0507, 0.0747, 0.0911, 0.0673, 0.1094, 0.0715, 0.0819, 0.2306, 0.166, 0.0724, 0.0168, 0.0325, 0.0386, 0.0293, 0.1624, 0.0726, 0.067, 0.0879, 0.0449, 0.0121, -0.005, 0.001, 0.0163, -0.0622, -0.0622, -0.087, -0.1105, -0.1414, -0.1462, -0.1459, -0.1389, -0.0998, -0.026, -0.0305, -0.1023, -0.1161, -0.1211, -0.088, -0.0841, -0.026, -0.057, -0.0518, -0.013, 0.0276, 0.0352, 0.0133, -0.0437, -0.0145, 0.0158, 0.0085, 0.0075, 0.0934, 0.0616, 0.0233, 0.039, 0.0472, 0.0739, 0.0408, 0.0202, -0.0154, 0.0, -0.0316, -0.0131, -0.0177, -0.0343, -0.0747, -0.1412, -0.1725, -0.1479, -0.1659, -0.175, -0.1813, -0.39, -0.3665, -0.393, -0.3864, -0.4125, -0.4127, -0.4173, -0.4387, -0.4476, -0.4506, -0.471, -0.456, -0.457, -0.4466, -0.4067, -0.4067, -0.3973, -0.4161, -0.425, -0.4165, -0.4069, -0.3711, -0.3454, -0.3417, -0.3784, -0.3673, -0.382, -0.4145, -0.412, -0.4208, -0.4242, -0.4145, -0.4164, -0.4356, -0.4311, -0.4311, -0.428, -0.4327, -0.4423, -0.4474, -0.4474, -0.4443, -0.4171, -0.4366, -0.4449, -0.4526, -0.4438, -0.4908, -0.478, -0.508, -0.5138, -0.5272, -0.5272, -0.5322, -0.5378, -0.5161, -0.5089, -0.5228, -0.5401, -0.5504, -0.5609, -0.5779, -0.5846, -0.6213, -0.6319, -0.64, -0.6241, -0.6256, -0.62, -0.6559, -0.6472, -0.6456, -0.6456, -0.6471, -0.6459, -0.6502, -0.6444, -0.6658, -0.6555, -0.6485, -0.6302, -0.682, -0.6826, -0.6801, -0.6972, -0.6803, -0.6791, -0.6838, -0.7003, -0.6889, -0.7011, -0.6902, -0.679, -0.6714, -0.685, -0.6864, -0.6913, -0.6859, -0.6925, -0.6879, -0.6911, -0.6998, -0.7037, -0.6897, -0.6971, -0.696, -0.696, -0.6871, -0.6968, -0.7133, -0.715, -0.7165, -0.7055, -0.712, -0.689]}
{"unit_id": "orig:1980357902532505852", "ticker_idx": 0, "ts": "2025-10-20T19:38:11+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own both 10k shares of $HOOD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HOOD (10k shares) and long SOFI via $100K in calls; bullish on HOOD's growing active user base.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Here is a grounded hypothesis:\n\n$HOOD is having stability issues because it has A LOT (and growing) number of  active users.\n$SOFI, and other brokers are not having stability issues because they DO NOT have a lot of active users.\n\nDisclosure: I own both 10k shares of $HOOD and $100K worth of $SOFI calls.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04337260130549159, "ret_signed_m1d": -0.04337260130549159, "alpha_spy_m1d": -0.03307915800234895, "alpha_c_m1d": -0.03181742335961313, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029160578975524043, "ret_signed_p1d": -0.029160578975524043, "alpha_spy_p1d": -0.029145636096740812, "alpha_c_p1d": -0.0280240196833198, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.07407950907600158, "ret_signed_p1w": 0.07407950907600158, "alpha_spy_p1w": 0.05331385796893584, "alpha_c_p1w": 0.06385025601905281, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.15832105682505504, "ret_signed_p1m": -0.15832105682505504, "alpha_spy_p1m": -0.14160721772080642, "alpha_c_p1m": -0.13142199929375342, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.18740798236902023, "ret_signed_p3m": -0.18740798236902023, "alpha_spy_p3m": -0.2216482598261933, "alpha_c_p3m": -0.22093754205341387, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.41759945095327544, "ret_signed_p6m": -0.41759945095327544, "alpha_spy_p6m": -0.4579901439783247, "alpha_c_p6m": -0.40695482237535185, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15832105682505504, "alpha_spy_stated": -0.14160721772080642, "alpha_c_stated": -0.13142199929375342, "price_path": [-0.2483, -0.2494, -0.2279, -0.2138, -0.2392, -0.2187, -0.2412, -0.2644, -0.2167, -0.2234, -0.222, -0.1809, -0.1559, -0.1633, -0.1599, -0.2001, -0.1848, -0.1593, -0.153, -0.2084, -0.2243, -0.2172, -0.195, -0.2052, -0.1988, -0.2421, -0.2365, -0.2339, -0.2339, -0.2574, -0.2576, -0.2422, -0.2544, -0.1364, -0.1274, -0.1351, -0.1329, -0.1529, -0.1544, -0.1356, -0.1264, -0.1096, -0.0811, -0.0803, -0.0707, -0.0663, -0.0968, -0.1032, 0.0068, 0.0543, 0.0246, 0.0729, 0.0948, 0.0623, 0.0677, 0.111, 0.1227, 0.0233, 0.0359, -0.0063, -0.0122, -0.0321, -0.0434, 0.0, -0.0292, -0.0632, -0.0108, 0.0294, 0.0741, 0.077, 0.0663, 0.0167, 0.0809, 0.0831, 0.0074, 0.0492, -0.0642, -0.0401, 0.0006, -0.0285, -0.0208, -0.1051, -0.0979, -0.146, -0.1583, -0.1299, -0.2179, -0.2099, -0.1534, -0.149, -0.056, -0.056, -0.0538, -0.0925, -0.0725, -0.0159, 0.0094, -0.0284, 0.0046, -0.0007, -0.001, -0.0915, -0.12, -0.1513, -0.1208, -0.1473, -0.1373, -0.1064, -0.0989, -0.1146, -0.1131, -0.1131, -0.1301, -0.1353, -0.1499, -0.1672, -0.1672, -0.1516, -0.0925, -0.1038, -0.1387, -0.1503, -0.1512, -0.1346, -0.1146, -0.1188, -0.1874, -0.1993, -0.1993, -0.2211, -0.22, -0.2176, -0.2122, -0.2121, -0.225, -0.2386, -0.2545, -0.2675, -0.3379, -0.3588, -0.4063, -0.4648, -0.3901, -0.3626, -0.3697, -0.4258, -0.4763, -0.4406, -0.4406, -0.4445, -0.4462, -0.4429, -0.4395, -0.4714, -0.4596, -0.4291, -0.4149, -0.4415, -0.4199, -0.4398, -0.3946, -0.4068, -0.4323, -0.4157, -0.4217, -0.4205, -0.4395, -0.4596, -0.4454, -0.4304, -0.4485, -0.4539, -0.478, -0.4662, -0.4913, -0.4658, -0.482, -0.5138, -0.5202, -0.4897, -0.4837, -0.4926, -0.4926, -0.4862, -0.4871, -0.4711, -0.4837, -0.4905, -0.4722, -0.4176]}
{"unit_id": "orig:1980357902532505852", "ticker_idx": 1, "ts": "2025-10-20T19:38:11+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$100K worth of $SOFI calls", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long HOOD (10k shares) and long SOFI via $100K in calls; bullish on HOOD's growing active user base.", "resolved_tickers": ["SOFI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "original", "lang": "en", "tweet_text": "Here is a grounded hypothesis:\n\n$HOOD is having stability issues because it has A LOT (and growing) number of  active users.\n$SOFI, and other brokers are not having stability issues because they DO NOT have a lot of active users.\n\nDisclosure: I own both 10k shares of $HOOD and $100K worth of $SOFI calls.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07461643538623808, "ret_signed_m1d": -0.07461643538623808, "alpha_spy_m1d": -0.06432299208309544, "alpha_c_m1d": -0.06306125744035962, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002440714577383929, "ret_signed_p1d": 0.002440714577383929, "alpha_spy_p1d": 0.0024556574561671596, "alpha_c_p1d": 0.003577273869588171, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.04602509347205275, "ret_signed_p1w": 0.04602509347205275, "alpha_spy_p1w": 0.025259442364987006, "alpha_c_p1w": 0.035795840415103974, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.08507672622364926, "ret_signed_p1m": -0.08507672622364926, "alpha_spy_p1m": -0.06836288711940064, "alpha_c_p1m": -0.05817766869234764, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.07810319899870843, "ret_signed_p3m": -0.07810319899870843, "alpha_spy_p3m": -0.1123434764558815, "alpha_c_p3m": -0.11163275868310207, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.37552302451754327, "ret_signed_p6m": -0.37552302451754327, "alpha_spy_p6m": -0.41591371754259254, "alpha_c_p6m": -0.3648783959396197, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08507672622364926, "alpha_spy_stated": -0.06836288711940064, "alpha_c_stated": -0.05817766869234764, "price_path": [-0.2483, -0.25, -0.2608, -0.2671, -0.219, -0.2374, -0.2127, -0.2598, -0.2395, -0.249, -0.2517, -0.2301, -0.2294, -0.2183, -0.1754, -0.1698, -0.1879, -0.1712, -0.1552, -0.2068, -0.2148, -0.1865, -0.1276, -0.0882, -0.1067, -0.1297, -0.0921, -0.1095, -0.1095, -0.1315, -0.1461, -0.1151, -0.1074, -0.0948, -0.0945, -0.1102, -0.0948, -0.0743, -0.0352, -0.0439, -0.0537, -0.0199, 0.0289, 0.0394, 0.0143, -0.0084, -0.0195, -0.0244, -0.0394, -0.0788, -0.1018, -0.0945, -0.1199, -0.0809, -0.0188, -0.023, -0.008, -0.0868, -0.0537, -0.0282, -0.0227, -0.0725, -0.0746, 0.0, 0.0024, -0.052, -0.0209, 0.0115, 0.046, 0.1039, 0.0774, 0.0122, 0.0349, 0.068, 0.0241, 0.0485, -0.053, -0.0164, 0.0649, 0.0791, 0.1231, -0.0101, -0.03, -0.0572, -0.0851, -0.0683, -0.1315, -0.1217, -0.0446, -0.0122, -0.0066, -0.0066, 0.0363, 0.0122, 0.0289, 0.0136, 0.0321, -0.0314, -0.0373, -0.0645, -0.0554, -0.0561, -0.0488, -0.0997, -0.0732, -0.1189, -0.0833, -0.0502, -0.0464, -0.052, -0.0418, -0.0418, -0.0561, -0.0649, -0.0739, -0.0872, -0.0872, -0.0425, 0.0209, -0.0593, -0.0586, -0.0335, -0.0446, -0.0725, -0.0537, -0.0701, -0.0781, -0.0889, -0.0889, -0.1112, -0.106, -0.0903, -0.0987, -0.1004, -0.1123, -0.1423, -0.1506, -0.2047, -0.2301, -0.2413, -0.2765, -0.3215, -0.2727, -0.2556, -0.2615, -0.2835, -0.3271, -0.3162, -0.3162, -0.3197, -0.3187, -0.3271, -0.3368, -0.3647, -0.3494, -0.3274, -0.334, -0.3808, -0.3588, -0.3511, -0.348, -0.3288, -0.341, -0.3448, -0.3623, -0.3539, -0.3828, -0.3808, -0.3853, -0.3944, -0.401, -0.4045, -0.4107, -0.402, -0.4177, -0.4226, -0.4467, -0.469, -0.4718, -0.4463, -0.455, -0.4474, -0.4474, -0.4327, -0.4383, -0.425, -0.4327, -0.4344, -0.4055, -0.3755]}
{"unit_id": "orig:1981484797600948293", "ticker_idx": 0, "ts": "2025-10-23T22:16:04+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "High quality companies. 👀 $iren $nbis\n\nAfterhour prices are 🔥🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on IREN and NBIS; calls them high-quality with strong after-hours price action.", "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": "High quality companies. 👀 $iren $nbis\n\nAfterhour prices are 🔥🔥 https://t.co/IWIMRf2aJd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.111923700234425, "ret_signed_m1d": -0.111923700234425, "alpha_spy_m1d": -0.10381739476476559, "alpha_c_m1d": -0.10119126143214718, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01073243880227781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03322728596486191, "ret_signed_p1d": 0.03322728596486191, "alpha_spy_p1d": 0.021429621472077276, "alpha_c_p1d": 0.02908489014526605, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.0041423958195958566, "ret_p1w": -0.034181263493202496, "ret_signed_p1w": -0.034181263493202496, "alpha_spy_p1w": -0.04128346987600151, "alpha_c_p1w": -0.020247842811234595, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.0139334206819679, "ret_p1m": -0.22909379169861244, "ret_signed_p1m": -0.22909379169861244, "alpha_spy_p1m": -0.21651347513025054, "alpha_c_p1m": -0.20612260816920513, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.022971183529407302, "ret_p3m": -0.14976155413552594, "ret_signed_p3m": -0.14976155413552594, "alpha_spy_p3m": -0.16478596601061057, "alpha_c_p3m": -0.15986970368751652, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.010108149551990575, "ret_p6m": -0.22543720129071398, "ret_signed_p6m": -0.22543720129071398, "alpha_spy_p6m": -0.27786298655526465, "alpha_c_p6m": -0.22497452785542482, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": -0.0004626734352891626, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22909379169861244, "alpha_spy_stated": -0.21651347513025054, "alpha_c_stated": -0.20612260816920513, "price_path": [-0.749, -0.7434, -0.7439, -0.7552, -0.738, -0.7385, -0.7087, -0.7048, -0.7067, -0.7143, -0.7165, -0.7181, -0.6967, -0.687, -0.6708, -0.7022, -0.6859, -0.6886, -0.6593, -0.6324, -0.6345, -0.6446, -0.6337, -0.579, -0.579, -0.5372, -0.5515, -0.5846, -0.5843, -0.5836, -0.52, -0.4653, -0.4777, -0.4601, -0.4095, -0.4205, -0.3975, -0.4226, -0.3857, -0.3339, -0.3359, -0.2506, -0.2641, -0.3345, -0.2698, -0.2539, -0.2515, -0.2525, -0.1978, -0.0819, -0.0194, -0.0447, 0.0151, -0.0498, 0.0197, 0.1059, 0.0808, -0.017, -0.0347, -0.0585, -0.1225, -0.176, -0.1119, 0.0, 0.0332, -0.0076, -0.0394, -0.0744, -0.0342, 0.0771, 0.0593, 0.2148, 0.0645, -0.0083, -0.0434, -0.0878, -0.1145, -0.2266, -0.2628, -0.2463, -0.2234, -0.2714, -0.3089, -0.3281, -0.2291, -0.2453, -0.2297, -0.2297, -0.2399, -0.2291, -0.3463, -0.3011, -0.2615, -0.2892, -0.2633, -0.2553, -0.3017, -0.3014, -0.362, -0.4359, -0.4183, -0.463, -0.4308, -0.3653, -0.3316, -0.3312, -0.3326, -0.3326, -0.3593, -0.3734, -0.3911, -0.3995, -0.3995, -0.3211, -0.2331, -0.2701, -0.3064, -0.2738, -0.2682, -0.1998, -0.1576, -0.1593, -0.175, -0.0808, -0.0808, -0.1374, -0.1498, -0.1692, -0.0989, -0.1676, -0.0463, 0.0006, -0.0486, -0.1456, -0.1561, -0.1353, -0.2855, -0.3674, -0.335, -0.2663, -0.3175, -0.3216, -0.3636, -0.3288, -0.3288, -0.3486, -0.331, -0.3118, -0.3644, -0.3266, -0.2774, -0.3, -0.2967, -0.349, -0.342, -0.3824, -0.303, -0.3621, -0.4165, -0.3825, -0.394, -0.3326, -0.3423, -0.339, -0.2855, -0.317, -0.3289, -0.3377, -0.3436, -0.3297, -0.3463, -0.3413, -0.4046, -0.4421, -0.4973, -0.455, -0.458, -0.4472, -0.4472, -0.4415, -0.4318, -0.4145, -0.4108, -0.3749, -0.3153, -0.2469, -0.2238, -0.2417, -0.235, -0.2254]}
{"unit_id": "orig:1981484797600948293", "ticker_idx": 1, "ts": "2025-10-23T22:16:04+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "High quality companies. 👀 $iren $nbis\n\nAfterhour prices are 🔥🔥", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on IREN and NBIS; calls them high-quality with strong after-hours price action.", "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": "High quality companies. 👀 $iren $nbis\n\nAfterhour prices are 🔥🔥 https://t.co/IWIMRf2aJd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09466142138753608, "ret_signed_m1d": -0.09466142138753608, "alpha_spy_m1d": -0.08655511591787668, "alpha_c_m1d": -0.0920651199162209, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.0025963014713151766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06967421132615681, "ret_signed_p1d": 0.06967421132615681, "alpha_spy_p1d": 0.05787654683337218, "alpha_c_p1d": 0.05574083558392329, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.013933375742233522, "ret_p1w": 0.1156404992406066, "ret_signed_p1w": 0.1156404992406066, "alpha_spy_p1w": 0.10853829285780758, "alpha_c_p1w": 0.12204467400329577, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.006404174762689174, "ret_p1m": -0.21627153460980486, "ret_signed_p1m": -0.21627153460980486, "alpha_spy_p1m": -0.20369121804144297, "alpha_c_p1m": -0.19428968426880588, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.021981850340998976, "ret_p3m": -0.15683096584190137, "ret_signed_p3m": -0.15683096584190137, "alpha_spy_p3m": -0.171855377716986, "alpha_c_p3m": -0.1520805516355772, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": -0.0047504142063241606, "ret_p6m": 0.3573256077311022, "ret_signed_p6m": 0.3573256077311022, "alpha_spy_p6m": 0.30489982246655156, "alpha_c_p6m": 0.32301483985906865, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.034310767872033576, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21627153460980486, "alpha_spy_stated": -0.20369121804144297, "alpha_c_stated": -0.19428968426880588, "price_path": [-0.5702, -0.5626, -0.5358, -0.5565, -0.538, -0.5295, -0.5302, -0.443, -0.4134, -0.401, -0.3576, -0.3977, -0.4162, -0.3892, -0.3814, -0.427, -0.4246, -0.4356, -0.4117, -0.4029, -0.3989, -0.4022, -0.3856, -0.4174, -0.4174, -0.4395, -0.4401, -0.4464, -0.4417, -0.4537, -0.1837, -0.2036, -0.2394, -0.229, -0.2243, -0.2373, -0.1977, -0.1973, -0.1531, -0.0909, -0.0807, -0.0344, -0.0795, -0.0815, -0.06, -0.0426, -0.0141, 0.0734, 0.0914, 0.0655, 0.0038, 0.0404, 0.1312, 0.1051, 0.1552, 0.0929, 0.0731, 0.0493, -0.0326, -0.0704, -0.1107, -0.159, -0.0947, 0.0, 0.0697, 0.039, 0.0669, 0.059, 0.1156, 0.0274, -0.0573, -0.0022, -0.0667, -0.051, -0.0623, -0.1283, -0.1953, -0.2442, -0.2876, -0.2668, -0.2279, -0.1892, -0.2782, -0.29, -0.2163, -0.242, -0.1925, -0.1925, -0.1909, -0.1459, -0.1775, -0.1564, -0.1233, -0.1639, -0.1444, -0.1778, -0.2019, -0.196, -0.2522, -0.308, -0.3097, -0.3566, -0.334, -0.2371, -0.2049, -0.2322, -0.2228, -0.2228, -0.253, -0.2662, -0.2737, -0.2862, -0.2862, -0.2329, -0.2083, -0.1451, -0.1795, -0.1702, -0.1648, -0.0847, -0.1009, -0.1303, -0.1141, -0.0727, -0.0727, -0.1532, -0.1568, -0.1741, -0.1941, -0.22, -0.1654, -0.1435, -0.1906, -0.2735, -0.2482, -0.2329, -0.2974, -0.37, -0.2657, -0.2079, -0.2172, -0.2443, -0.2348, -0.1642, -0.1642, -0.1683, -0.1318, -0.0823, -0.1649, -0.142, -0.1252, -0.095, -0.1056, -0.2223, -0.2239, -0.2598, -0.1661, -0.1843, -0.2382, -0.1903, -0.1776, -0.0449, -0.0786, -0.0368, 0.1074, -0.0079, 0.0111, 0.0363, 0.0031, -0.0265, -0.02, -0.0185, -0.0963, -0.1402, -0.2132, -0.1151, -0.1306, -0.072, -0.072, -0.0403, 0.0012, 0.066, 0.1626, 0.2363, 0.3181, 0.381, 0.4222, 0.41, 0.3401, 0.3573]}
{"unit_id": "reply:1975596765253673399", "ticker_idx": 0, "ts": "2025-10-07T16:19:08+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 bought yesterday. I have a couple aggressive CSP", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought NBIS dip; holds aggressive cash-secured puts on it.", "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": "@moteh_1989 i bought yesterday. I have a couple aggressive CSP", "reply_text": null, "parent_text": "@DeepValueBagger Did you buy the $NBIS dip too?", "quoted_text": null, "parent_author": "Morteza_Esteki", "ret_m1d": 0.06151236772204682, "ret_signed_m1d": 0.06151236772204682, "alpha_spy_m1d": 0.057791057021620684, "alpha_c_m1d": 0.05763499521602333, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003877372506023491, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036533586773572324, "ret_signed_p1d": 0.036533586773572324, "alpha_spy_p1d": 0.03057053150400102, "alpha_c_p1d": 0.04066925620604145, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.0041356694324691246, "ret_p1w": 0.08878502310274072, "ret_signed_p1w": 0.08878502310274072, "alpha_spy_p1w": 0.09908211174114068, "alpha_c_p1w": 0.10145085898283712, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.012665835880096399, "ret_p1m": -0.005947297930262496, "ret_signed_p1m": -0.005947297930262496, "alpha_spy_p1m": -0.018590888135602834, "alpha_c_p1m": 0.01679948093659145, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.022746778866853945, "ret_p3m": -0.23576891010628387, "ret_signed_p3m": -0.23576891010628387, "alpha_spy_p3m": -0.2597835551161811, "alpha_c_p3m": -0.24626747955654982, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.010498569450265949, "ret_p6m": -0.13381478681708003, "ret_signed_p6m": -0.13381478681708003, "alpha_spy_p6m": -0.11864700363150715, "alpha_c_p6m": -0.09845603367882871, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.03535875313825132, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005947297930262496, "alpha_spy_stated": -0.018590888135602834, "alpha_c_stated": 0.01679948093659145, "price_path": [-0.6055, -0.6236, -0.5586, -0.5452, -0.5471, -0.5438, -0.5515, -0.5551, -0.5666, -0.5592, -0.5568, -0.5636, -0.5518, -0.5718, -0.5642, -0.5376, -0.5582, -0.5398, -0.5313, -0.5319, -0.4451, -0.4156, -0.4032, -0.36, -0.3999, -0.4184, -0.3915, -0.3837, -0.4291, -0.4268, -0.4377, -0.4139, -0.4051, -0.4012, -0.4044, -0.3879, -0.4195, -0.4195, -0.4416, -0.4422, -0.4485, -0.4438, -0.4557, -0.1867, -0.2065, -0.2422, -0.2319, -0.2272, -0.2402, -0.2007, -0.2003, -0.1562, -0.0943, -0.0841, -0.038, -0.0829, -0.085, -0.0636, -0.0461, -0.0178, 0.0694, 0.0873, 0.0615, 0.0, 0.0365, 0.1269, 0.1009, 0.1509, 0.0888, 0.0691, 0.0454, -0.0362, -0.0739, -0.114, -0.1621, -0.098, -0.0037, 0.0657, 0.0351, 0.0629, 0.0551, 0.1115, 0.0235, -0.0608, -0.0059, -0.0702, -0.0545, -0.0658, -0.1315, -0.1983, -0.247, -0.2902, -0.2695, -0.2308, -0.1923, -0.2809, -0.2926, -0.2192, -0.2449, -0.1955, -0.1955, -0.194, -0.1491, -0.1805, -0.1596, -0.1266, -0.167, -0.1476, -0.1809, -0.2048, -0.199, -0.255, -0.3106, -0.3122, -0.359, -0.3365, -0.2399, -0.2079, -0.2351, -0.2257, -0.2257, -0.2558, -0.269, -0.2764, -0.2888, -0.2888, -0.2358, -0.2113, -0.1483, -0.1826, -0.1733, -0.168, -0.0881, -0.1042, -0.1336, -0.1174, -0.0762, -0.0762, -0.1564, -0.16, -0.1771, -0.1971, -0.2229, -0.1685, -0.1467, -0.1936, -0.2762, -0.251, -0.2358, -0.3, -0.3724, -0.2685, -0.2109, -0.2201, -0.2472, -0.2376, -0.1673, -0.1673, -0.1715, -0.1351, -0.0857, -0.1681, -0.1452, -0.1285, -0.0984, -0.1089, -0.2252, -0.2268, -0.2625, -0.1692, -0.1873, -0.241, -0.1934, -0.1807, -0.0485, -0.0821, -0.0404, 0.1032, -0.0116, 0.0073, 0.0325, -0.0007, -0.0302, -0.0237, -0.0222, -0.0997, -0.1434, -0.2161, -0.1184, -0.1338]}
{"unit_id": "quote:1981355896396464325", "ticker_idx": 0, "ts": "2025-10-23T13:43:52+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Initiated $TE position at $3.50", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long positions in T1 Energy at $3.50 and a smaller position in EOSE on deal/expansion 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": "quote", "lang": "en", "tweet_text": "Initiated $TE position at $3.50\nInitiated $EOSE position (smaller / deal + expansion)", "reply_text": null, "parent_text": null, "quoted_text": "$TE T1 Energy - Deep research from @yeah_dave. I'm watching this company closely and I would like to get into more energy business into 2026. \n\nI'm most impressed by $TE execution, valuation, growth potential with a capacity to produce up to 10 GW solar production capacity per", "parent_author": null, "ret_m1d": 0.10781673618721022, "ret_signed_m1d": 0.10781673618721022, "alpha_spy_m1d": 0.11371174173015342, "alpha_c_m1d": 0.12015676779629103, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.012340031609080815, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06469002885957265, "ret_signed_p1d": -0.06469002885957265, "alpha_spy_p1d": -0.07286258355405306, "alpha_c_p1d": -0.06553002730427782, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.00083999844470517, "ret_p1w": -0.01886790634044322, "ret_signed_p1w": -0.01886790634044322, "alpha_spy_p1w": -0.030881082614099387, "alpha_c_p1w": -0.018286560192965262, "bench_spy_p1w": 0.012013176273656168, "bench_c_p1w": -0.0005813461474779569, "ret_p1m": -0.26684636101276615, "ret_signed_p1m": -0.26684636101276615, "alpha_spy_p1m": -0.24789610037396592, "alpha_c_p1m": -0.23357339314123993, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.03327296787152623, "ret_p3m": 1.231805834995837, "ret_signed_p3m": 1.231805834995837, "alpha_spy_p3m": 1.2201615775280712, "alpha_c_p3m": 1.1716552040920685, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.06015063090376849, "ret_p6m": 0.35579519085953293, "ret_signed_p6m": 0.35579519085953293, "alpha_spy_p6m": 0.2926423742830866, "alpha_c_p6m": 0.22778447961145942, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.1280107112480735, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26684636101276615, "alpha_spy_stated": -0.24789610037396592, "alpha_c_stated": -0.23357339314123993, "price_path": [-0.6226, -0.6388, -0.6523, -0.6792, -0.6873, -0.6658, -0.6631, -0.6631, -0.6577, -0.655, -0.6658, -0.6631, -0.6388, -0.6604, -0.6011, -0.5822, -0.6065, -0.6415, -0.6011, -0.5714, -0.5633, -0.566, -0.5741, -0.558, -0.5553, -0.5553, -0.4906, -0.5067, -0.5013, -0.4663, -0.4663, -0.4771, -0.496, -0.4933, -0.4987, -0.5202, -0.5283, -0.5229, -0.4987, -0.4744, -0.4528, -0.504, -0.407, -0.3881, -0.407, -0.372, -0.4124, -0.3558, -0.3639, -0.3181, -0.2453, -0.2291, -0.2102, 0.0323, -0.0189, -0.0566, 0.0809, 0.4124, 0.2642, 0.1644, 0.283, 0.2075, 0.1078, 0.0, -0.0647, 0.0323, -0.0027, -0.0296, -0.0189, 0.0027, -0.0782, -0.0081, 0.1024, -0.0081, 0.027, 0.2129, 0.1887, 0.0377, -0.0593, -0.0943, -0.1429, -0.1752, -0.221, -0.2668, -0.2668, -0.1536, -0.1132, 0.035, 0.035, 0.1105, 0.2049, 0.2776, 0.2183, 0.3774, 0.5714, 0.6226, 0.814, 0.6577, 0.5822, 0.442, 0.3639, 0.4663, 0.4609, 0.6226, 0.7332, 0.9677, 0.9164, 0.9003, 0.9003, 0.8329, 0.7305, 0.752, 0.8005, 0.8005, 1.1132, 1.2102, 1.062, 0.9623, 0.8356, 0.8706, 0.9434, 1.1186, 1.1186, 0.9973, 1.2022, 1.2022, 1.2318, 1.1078, 1.2561, 1.2911, 1.1941, 1.4582, 1.558, 1.3935, 1.2453, 1.3342, 1.4501, 1.0836, 0.9596, 1.2291, 1.0593, 1.0243, 0.8464, 0.6739, 0.6496, 0.6496, 0.7358, 0.7412, 0.7008, 0.6739, 0.6954, 0.9111, 0.9461, 0.965, 0.6604, 0.8437, 0.7547, 0.9137, 0.8356, 0.8113, 0.9299, 1.1509, 1.1941, 1.0863, 1.0539, 1.0809, 1.0997, 0.9757, 1.0782, 0.779, 0.8437, 0.7817, 0.8005, 0.6927, 0.5526, 0.5148, 0.1833, 0.2075, 0.1294, 0.1294, 0.0916, 0.0593, 0.124, 0.1267, 0.2642, 0.3774, 0.31, 0.4394, 0.345, 0.3558]}
{"unit_id": "quote:1981355896396464325", "ticker_idx": 1, "ts": "2025-10-23T13:43:52+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Initiated $EOSE position (smaller / deal + expansion)", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long positions in T1 Energy at $3.50 and a smaller position in EOSE on deal/expansion thesis.", "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": "quote", "lang": "en", "tweet_text": "Initiated $TE position at $3.50\nInitiated $EOSE position (smaller / deal + expansion)", "reply_text": null, "parent_text": null, "quoted_text": "$TE T1 Energy - Deep research from @yeah_dave. I'm watching this company closely and I would like to get into more energy business into 2026. \n\nI'm most impressed by $TE execution, valuation, growth potential with a capacity to produce up to 10 GW solar production capacity per", "parent_author": null, "ret_m1d": 0.04874657240078406, "ret_signed_m1d": 0.04874657240078406, "alpha_spy_m1d": 0.05464157794372726, "alpha_c_m1d": 0.061086604009864875, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.012340031609080815, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11838439066219997, "ret_signed_p1d": 0.11838439066219997, "alpha_spy_p1d": 0.11021183596771955, "alpha_c_p1d": 0.1175443922174948, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.00083999844470517, "ret_p1w": -0.002785512730456685, "ret_signed_p1w": -0.002785512730456685, "alpha_spy_p1w": -0.014798689004112853, "alpha_c_p1w": -0.0022041665829787283, "bench_spy_p1w": 0.012013176273656168, "bench_c_p1w": -0.0005813461474779569, "ret_p1m": -0.13927576934655572, "ret_signed_p1m": -0.13927576934655572, "alpha_spy_p1m": -0.12032550870775549, "alpha_c_p1m": -0.1060028014750295, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.03327296787152623, "ret_p3m": 0.20612814128937695, "ret_signed_p3m": 0.20612814128937695, "alpha_spy_p3m": 0.1944838838216112, "alpha_c_p3m": 0.14597751038560847, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.06015063090376849, "ret_p6m": -0.5013927563652283, "ret_signed_p6m": -0.5013927563652283, "alpha_spy_p6m": -0.5645455729416746, "alpha_c_p6m": -0.6294034676133018, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.1280107112480735, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13927576934655572, "alpha_spy_stated": -0.12032550870775549, "alpha_c_stated": -0.1060028014750295, "price_path": [-0.5696, -0.5853, -0.5877, -0.6031, -0.6163, -0.5675, -0.5467, -0.5501, -0.5432, -0.5564, -0.5578, -0.5745, -0.5585, -0.5592, -0.5919, -0.5592, -0.5787, -0.5829, -0.5808, -0.5599, -0.5634, -0.5181, -0.5042, -0.5035, -0.5195, -0.5195, -0.477, -0.4694, -0.4889, -0.4979, -0.5216, -0.5139, -0.5216, -0.4972, -0.429, -0.4234, -0.4227, -0.4081, -0.3733, -0.3203, -0.2869, -0.2925, -0.2584, -0.2695, -0.2953, -0.2221, -0.2068, -0.1386, -0.1393, -0.1226, -0.0348, -0.0487, 0.032, 0.0195, -0.0376, 0.1873, 0.1825, 0.273, 0.0759, 0.0474, 0.0453, 0.1351, 0.0487, 0.0, 0.1184, 0.071, 0.0453, 0.0007, -0.0028, 0.1163, 0.0877, -0.0181, 0.0348, 0.0648, 0.2716, 0.3364, 0.2897, 0.2026, 0.0588, -0.039, -0.0947, -0.0613, -0.11, -0.1031, -0.1393, -0.0864, -0.0669, -0.0104, -0.0104, 0.0481, -0.0526, -0.11, -0.0564, 0.0857, 0.0439, 0.0745, 0.0411, 0.0299, 0.1448, 0.0334, -0.0508, -0.0738, -0.1455, -0.1428, -0.0898, -0.1024, -0.1671, -0.163, -0.163, -0.1748, -0.2096, -0.2096, -0.2019, -0.2019, -0.0968, -0.0627, -0.0146, -0.0265, -0.0237, 0.0641, 0.1233, 0.1713, 0.2047, 0.1755, 0.2152, 0.2152, 0.2061, 0.2208, 0.2688, 0.1915, 0.1274, 0.0453, 0.1616, 0.1219, 0.0195, -0.0167, 0.0031, -0.1365, -0.2145, -0.1428, -0.078, -0.149, -0.1936, -0.2486, -0.227, -0.227, -0.2026, -0.195, -0.2026, -0.2549, -0.2772, -0.2006, -0.2249, -0.5306, -0.6034, -0.5891, -0.578, -0.5299, -0.532, -0.5731, -0.5703, -0.5536, -0.5508, -0.5738, -0.6024, -0.6128, -0.6072, -0.6323, -0.6156, -0.6386, -0.6281, -0.6455, -0.6448, -0.6643, -0.6616, -0.6939, -0.6546, -0.6525, -0.6539, -0.6539, -0.663, -0.688, -0.6804, -0.5857, -0.6086, -0.571, -0.5599, -0.507, -0.5049, -0.5014]}
{"unit_id": "orig:1982807392552133101", "ticker_idx": 0, "ts": "2025-10-27T13:51:35+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the mNAV ratio is at 0.81x (Approximately, The point it's much more reasonable, low downside risk)... I think with all these new developments, it will address the concerns I had before", "tweet_type": "analysis", "timeline": "months", "summary": "Long ASST (mNAV 0.81x, new CIO, Mike Alfred catalyst) and MTPLF; BTC target $135k-$150k by year-end.", "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": "Deep dive on $ASST, Bitcoin Treasury \n\nMost posts remarks @mikealfred bought 1m shares (at 0.95) stock will moon - that's simply lazy talk. I'm going to provide the most sober take on Bitcoin Treasury.  As you know I have been in Bitcoin since 2017 and also an ex senior exec at Bitcoin mining company.  Previously I was bearish on Bitcoin Treasury narrative mainly 1) Attract new share holder aka Marketing 2) Price efficiency and 3) Differentiation.\n\nA week ago, I looked at $MTPLF and initiated a position around $2.7 because I thought the mNAV was good, generating revenue with derivatives, and Bitcoin is compressed. I'm flexible enough to change my view with new information... and avoid risks. These mNAV used to be 5-10 and people were screaming to buy... I guess if price goes up, any theory is correct right?\n\nSame goes for $ASST, the bullish argument was it was associated to Vivek, and they will acquire dying biotech companies. Price goes up and people will believe any reason despite mNAV was ridiculous.\n\nOk, let's get back to $ASST, what has changed.\n\n1. With 5886 BTC in treasury, it is worth ~$683m + $108m cash. At current share price, the mNAV ratio is at 0.81x (Approximately, The point it's much more reasonable, low downside risk). Think of this as your P/B - book value.\n\n2. Mike Alfred is bought the shares and will \"engage\". He is a marketing machine w/ reach into big market participants.\n\n3. The market seem to like the new CIO, ⁦\n@werkman. He has a long history of Bitcoin, and specialize in distressed assets. $ASST is definitely distressed. He should have a bunch of nice tricks up his sleeves in financial wizardly and I also like someone who has a long history of Bitcoin -- you want to have confident in knowing what team he is on (long btc, short fiat!!).\n\n4. This is a new point, but I think it differentiates with $MTPLF - It's an American company🇺🇸🇺🇸🇺🇸. We love America!!!!\n\n5. Expect them to purchase more Bitcoin, find novel way to make money like $MTPLF selling calls, lending, something!! I trust that @mikealfred will push these guys hard!\n\n6. We are expecting Bitcoin to move to $135k-$150k toward in the year, so other people will be repositioning.\n\nI think with all these new developments, it will address the concerns I had before: Mike will \"engage\" much like @saylor or Thomas Lee; lower mNAV/downside risk; more revenue generation; higher BTC.\n\nYou're welcomed!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.32926827708147277, "ret_signed_m1d": -0.32926827708147277, "alpha_spy_m1d": -0.3176081745661159, "alpha_c_m1d": -0.3251429699170295, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12195122234882316, "ret_signed_p1d": -0.12195122234882316, "alpha_spy_p1d": -0.124607238367903, "alpha_c_p1d": -0.11557581345991497, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": -0.2256097497151479, "ret_signed_p1w": -0.2256097497151479, "alpha_spy_p1w": -0.22283707160068755, "alpha_c_p1w": -0.203483339147967, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.3231706927036818, "ret_signed_p1m": -0.3231706927036818, "alpha_spy_p1m": -0.30825617575390973, "alpha_c_p1m": -0.30835722134364385, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.46951219441279424, "ret_signed_p3m": -0.46951219441279424, "alpha_spy_p3m": -0.4779412328746435, "alpha_c_p3m": -0.48203921836763874, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.533231683666687, "ret_signed_p6m": -0.533231683666687, "alpha_spy_p6m": -0.566576297030182, "alpha_c_p6m": -0.5224041460937966, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3231706927036818, "alpha_spy_stated": -0.30825617575390973, "alpha_c_stated": -0.30835722134364385, "price_path": [1.061, 1.0305, 0.8415, 0.9573, 1.128, 1.1341, 1.0976, 1.0061, 1.6037, 1.5183, 1.7713, 1.7622, 1.6098, 1.5488, 1.372, 1.439, 1.5183, 1.6951, 1.9268, 2.4085, 2.6037, 3.0793, 2.75, 2.75, 2.939, 2.9695, 2.3598, 1.7683, 2.25, 2.8293, 3.9329, 4.4329, 4.1768, 2.7927, 1.7317, 1.2439, 1.3293, 1.622, 1.5, 1.0427, 0.8354, 0.6768, 0.4878, 0.4024, 0.5244, 0.5305, 0.622, 0.5854, 0.5427, 0.2805, 0.2134, 0.1037, -0.0518, -0.3415, -0.3921, -0.4146, -0.4512, -0.4915, -0.4732, -0.4939, -0.5244, -0.4732, -0.3293, 0.0, -0.122, -0.2378, -0.2622, -0.189, -0.2256, -0.2378, -0.1098, -0.1159, -0.0793, -0.0976, -0.1707, -0.2134, -0.2988, -0.3415, -0.3659, -0.3171, -0.3598, -0.4006, -0.378, -0.311, -0.3232, -0.311, -0.311, -0.3171, -0.3598, -0.3689, -0.3598, -0.4043, -0.4506, -0.3994, -0.378, -0.3902, -0.4378, -0.4738, -0.5189, -0.4756, -0.4994, -0.4933, -0.4518, -0.472, -0.5091, -0.4744, -0.4744, -0.503, -0.5287, -0.5537, -0.55, -0.55, -0.4726, -0.372, -0.3659, -0.378, -0.3841, -0.4232, -0.3293, -0.4085, -0.372, -0.4079, -0.422, -0.422, -0.4604, -0.4561, -0.4695, -0.4689, -0.5207, -0.5006, -0.5116, -0.5213, -0.4994, -0.5591, -0.5841, -0.639, -0.6994, -0.6367, -0.6907, -0.7201, -0.7534, -0.7652, -0.746, -0.746, -0.7506, -0.7546, -0.7524, -0.7515, -0.7756, -0.7816, -0.7396, -0.7503, -0.7579, -0.7338, -0.746, -0.7067, -0.718, -0.7348, -0.7405, -0.7262, -0.7186, -0.7308, -0.7095, -0.6689, -0.6616, -0.6941, -0.6872, -0.6945, -0.6817, -0.6973, -0.6692, -0.6826, -0.6995, -0.7143, -0.6945, -0.6902, -0.7027, -0.7027, -0.6915, -0.7175, -0.6875, -0.7061, -0.6759, -0.647, -0.621, -0.5875, -0.5738, -0.5241, -0.5238, -0.5332]}
{"unit_id": "orig:1982807392552133101", "ticker_idx": 1, "ts": "2025-10-27T13:51:35+00:00", "symbol": "MTPLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I looked at $MTPLF and initiated a position around $2.7 because I thought the mNAV was good, generating revenue with derivatives, and Bitcoin is compressed", "tweet_type": "analysis", "timeline": "months", "summary": "Long ASST (mNAV 0.81x, new CIO, Mike Alfred catalyst) and MTPLF; BTC target $135k-$150k by year-end.", "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": "Deep dive on $ASST, Bitcoin Treasury \n\nMost posts remarks @mikealfred bought 1m shares (at 0.95) stock will moon - that's simply lazy talk. I'm going to provide the most sober take on Bitcoin Treasury.  As you know I have been in Bitcoin since 2017 and also an ex senior exec at Bitcoin mining company.  Previously I was bearish on Bitcoin Treasury narrative mainly 1) Attract new share holder aka Marketing 2) Price efficiency and 3) Differentiation.\n\nA week ago, I looked at $MTPLF and initiated a position around $2.7 because I thought the mNAV was good, generating revenue with derivatives, and Bitcoin is compressed. I'm flexible enough to change my view with new information... and avoid risks. These mNAV used to be 5-10 and people were screaming to buy... I guess if price goes up, any theory is correct right?\n\nSame goes for $ASST, the bullish argument was it was associated to Vivek, and they will acquire dying biotech companies. Price goes up and people will believe any reason despite mNAV was ridiculous.\n\nOk, let's get back to $ASST, what has changed.\n\n1. With 5886 BTC in treasury, it is worth ~$683m + $108m cash. At current share price, the mNAV ratio is at 0.81x (Approximately, The point it's much more reasonable, low downside risk). Think of this as your P/B - book value.\n\n2. Mike Alfred is bought the shares and will \"engage\". He is a marketing machine w/ reach into big market participants.\n\n3. The market seem to like the new CIO, ⁦\n@werkman. He has a long history of Bitcoin, and specialize in distressed assets. $ASST is definitely distressed. He should have a bunch of nice tricks up his sleeves in financial wizardly and I also like someone who has a long history of Bitcoin -- you want to have confident in knowing what team he is on (long btc, short fiat!!).\n\n4. This is a new point, but I think it differentiates with $MTPLF - It's an American company🇺🇸🇺🇸🇺🇸. We love America!!!!\n\n5. Expect them to purchase more Bitcoin, find novel way to make money like $MTPLF selling calls, lending, something!! I trust that @mikealfred will push these guys hard!\n\n6. We are expecting Bitcoin to move to $135k-$150k toward in the year, so other people will be repositioning.\n\nI think with all these new developments, it will address the concerns I had before: Mike will \"engage\" much like @saylor or Thomas Lee; lower mNAV/downside risk; more revenue generation; higher BTC.\n\nYou're welcomed!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.051829292005119876, "ret_signed_m1d": -0.051829292005119876, "alpha_spy_m1d": -0.040169189489763, "alpha_c_m1d": -0.03764309213059369, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.014186199874526184, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006097555213709138, "ret_signed_p1d": -0.006097555213709138, "alpha_spy_p1d": -0.00875357123278897, "alpha_c_p1d": -0.0063463889963716325, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.00024883378266249423, "ret_p1w": -0.0426828864959643, "ret_signed_p1w": -0.0426828864959643, "alpha_spy_p1w": -0.03991020838150394, "alpha_c_p1w": -0.04724562447749325, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": 0.004562737981528953, "ret_p1m": -0.29664635917017834, "ret_signed_p1m": -0.29664635917017834, "alpha_spy_p1m": -0.28173184222040626, "alpha_c_p1m": -0.26478971340754454, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.031856645762633806, "ret_p3m": -0.02134144324798215, "ret_signed_p3m": -0.02134144324798215, "alpha_spy_p3m": -0.02977048170983143, "alpha_c_p3m": -0.04061307212805887, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.01927162888007672, "ret_p6m": -0.3719512314792194, "ret_signed_p6m": -0.3719512314792194, "alpha_spy_p6m": -0.4052958448427143, "alpha_c_p6m": -0.3628690531037283, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.009082178375491079, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29664635917017834, "alpha_spy_stated": -0.28173184222040626, "alpha_c_stated": -0.26478971340754454, "price_path": [1.439, 1.3125, 1.1607, 1.122, 0.9299, 0.9848, 1.1128, 1.1195, 1.1646, 1.014, 1.0274, 0.9146, 0.8323, 0.9024, 0.7973, 0.7409, 0.7226, 0.7988, 0.8369, 0.7454, 0.8659, 0.8476, 0.8628, 0.8628, 0.7896, 0.6555, 0.5046, 0.4802, 0.4085, 0.3689, 0.6006, 0.407, 0.311, 0.3, 0.2896, 0.2348, 0.2012, 0.247, 0.2537, 0.2378, 0.1524, 0.0732, 0.1037, 0.1082, 0.2064, 0.1433, 0.2832, 0.3149, 0.2317, 0.1982, 0.1402, 0.0854, 0.061, 0.0518, -0.0701, -0.0915, -0.1494, -0.1555, -0.0701, -0.1128, -0.1497, -0.1238, -0.0518, 0.0, -0.0061, -0.0549, -0.0838, -0.0213, -0.0427, -0.1494, -0.1311, -0.1966, -0.1646, -0.1585, -0.1921, -0.189, -0.2683, -0.2774, -0.3034, -0.2927, -0.3354, -0.3171, -0.3384, -0.2805, -0.2966, -0.2622, -0.2622, -0.1921, -0.2744, -0.2409, -0.2378, -0.2317, -0.2591, -0.2256, -0.1677, -0.0686, -0.1509, -0.1646, -0.1951, -0.2082, -0.2317, -0.2134, -0.1524, -0.1341, -0.1082, -0.0915, -0.0915, -0.1402, -0.1768, -0.2134, -0.2378, -0.2378, -0.203, -0.0503, -0.0244, 0.0256, -0.0305, 0.0152, 0.0598, 0.0701, 0.2058, 0.1686, 0.1494, 0.1494, -0.0076, 0.0152, -0.0213, -0.0061, -0.0732, -0.0229, -0.0552, -0.1555, -0.1372, -0.1869, -0.2546, -0.2866, -0.4329, -0.2378, -0.2774, -0.2988, -0.3232, -0.3476, -0.311, -0.311, -0.3338, -0.3659, -0.3841, -0.378, -0.4024, -0.3963, -0.3628, -0.372, -0.3933, -0.3384, -0.3637, -0.3262, -0.3384, -0.3598, -0.3476, -0.3384, -0.3018, -0.3293, -0.2896, -0.2713, -0.3232, -0.3811, -0.3994, -0.3933, -0.3811, -0.4055, -0.3933, -0.4146, -0.4451, -0.4329, -0.4268, -0.4238, -0.4268, -0.4268, -0.4116, -0.4268, -0.3902, -0.3994, -0.3826, -0.3902, -0.3598, -0.3567, -0.3445, -0.3155, -0.3476, -0.372]}
{"unit_id": "orig:1982807392552133101", "ticker_idx": 2, "ts": "2025-10-27T13:51:35+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": "We are expecting Bitcoin to move to $135k-$150k toward in the year", "tweet_type": "analysis", "timeline": "months", "summary": "Long ASST (mNAV 0.81x, new CIO, Mike Alfred catalyst) and MTPLF; BTC target $135k-$150k by year-end.", "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": "Deep dive on $ASST, Bitcoin Treasury \n\nMost posts remarks @mikealfred bought 1m shares (at 0.95) stock will moon - that's simply lazy talk. I'm going to provide the most sober take on Bitcoin Treasury.  As you know I have been in Bitcoin since 2017 and also an ex senior exec at Bitcoin mining company.  Previously I was bearish on Bitcoin Treasury narrative mainly 1) Attract new share holder aka Marketing 2) Price efficiency and 3) Differentiation.\n\nA week ago, I looked at $MTPLF and initiated a position around $2.7 because I thought the mNAV was good, generating revenue with derivatives, and Bitcoin is compressed. I'm flexible enough to change my view with new information... and avoid risks. These mNAV used to be 5-10 and people were screaming to buy... I guess if price goes up, any theory is correct right?\n\nSame goes for $ASST, the bullish argument was it was associated to Vivek, and they will acquire dying biotech companies. Price goes up and people will believe any reason despite mNAV was ridiculous.\n\nOk, let's get back to $ASST, what has changed.\n\n1. With 5886 BTC in treasury, it is worth ~$683m + $108m cash. At current share price, the mNAV ratio is at 0.81x (Approximately, The point it's much more reasonable, low downside risk). Think of this as your P/B - book value.\n\n2. Mike Alfred is bought the shares and will \"engage\". He is a marketing machine w/ reach into big market participants.\n\n3. The market seem to like the new CIO, ⁦\n@werkman. He has a long history of Bitcoin, and specialize in distressed assets. $ASST is definitely distressed. He should have a bunch of nice tricks up his sleeves in financial wizardly and I also like someone who has a long history of Bitcoin -- you want to have confident in knowing what team he is on (long btc, short fiat!!).\n\n4. This is a new point, but I think it differentiates with $MTPLF - It's an American company🇺🇸🇺🇸🇺🇸. We love America!!!!\n\n5. Expect them to purchase more Bitcoin, find novel way to make money like $MTPLF selling calls, lending, something!! I trust that @mikealfred will push these guys hard!\n\n6. We are expecting Bitcoin to move to $135k-$150k toward in the year, so other people will be repositioning.\n\nI think with all these new developments, it will address the concerns I had before: Mike will \"engage\" much like @saylor or Thomas Lee; lower mNAV/downside risk; more revenue generation; higher BTC.\n\nYou're welcomed!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.027036666800389964, "ret_signed_m1d": -0.027036666800389964, "alpha_spy_m1d": -0.01537656428503309, "alpha_c_m1d": -0.01537656428503309, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.011660102515356874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01019252462848308, "ret_signed_p1d": -0.01019252462848308, "alpha_spy_p1d": -0.012848540647562912, "alpha_c_p1d": -0.012848540647562912, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.002656016019079832, "ret_p1w": -0.06634988841860567, "ret_signed_p1w": -0.06634988841860567, "alpha_spy_p1w": -0.06357721030414532, "alpha_c_p1w": -0.06357721030414532, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0027726781144603585, "ret_p1m": -0.23464419165410333, "ret_signed_p1m": -0.23464419165410333, "alpha_spy_p1m": -0.21972967470433125, "alpha_c_p1m": -0.21972967470433125, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014914516949772083, "ret_p3m": -0.21606221667369285, "ret_signed_p3m": -0.21606221667369285, "alpha_spy_p3m": -0.22449125513554213, "alpha_c_p3m": -0.22449125513554213, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.00842903846184928, "ret_p6m": -0.33093916085917197, "ret_signed_p6m": -0.33093916085917197, "alpha_spy_p6m": -0.3642837742226669, "alpha_c_p6m": -0.3642837742226669, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.033344613363494924, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23464419165410333, "alpha_spy_stated": -0.21972967470433125, "alpha_c_stated": -0.21972967470433125, "price_path": [0.0325, 0.0144, -0.007, 0.0083, 0.0002, 0.008, 0.0296, 0.0225, 0.0404, 0.053, 0.0808, 0.0372, 0.0287, 0.0187, -0.0113, 0.0014, -0.0149, 0.0241, -0.035, -0.0203, -0.0254, -0.0138, -0.05, -0.0427, -0.0256, -0.021, -0.0298, -0.0304, -0.0179, -0.0227, -0.0014, 0.0122, 0.0174, 0.0116, 0.0239, 0.0206, 0.0264, 0.0138, -0.012, -0.0184, -0.0069, -0.0444, -0.0386, 0.0025, -0.0006, 0.0397, 0.0575, 0.0714, 0.0932, 0.0642, 0.0809, 0.0665, -0.0079, 0.0101, -0.0088, -0.0292, -0.052, -0.067, -0.0309, -0.0494, -0.0564, -0.0355, -0.027, 0.0, -0.0102, -0.0356, -0.0509, -0.04, -0.0663, -0.1098, -0.0896, -0.1123, -0.0942, -0.0712, -0.0975, -0.1092, -0.1264, -0.1728, -0.193, -0.1855, -0.1985, -0.2409, -0.2544, -0.2265, -0.2346, -0.2068, -0.2001, -0.2033, -0.2436, -0.1995, -0.1804, -0.1926, -0.2167, -0.2057, -0.1878, -0.1936, -0.1893, -0.209, -0.2427, -0.2302, -0.2451, -0.2511, -0.228, -0.2246, -0.234, -0.2323, -0.2356, -0.235, -0.2364, -0.2251, -0.2332, -0.2225, -0.2118, -0.1773, -0.1787, -0.1999, -0.2024, -0.2069, -0.2009, -0.1647, -0.1506, -0.1627, -0.1629, -0.189, -0.2262, -0.2168, -0.2161, -0.2157, -0.2265, -0.2192, -0.2185, -0.259, -0.2628, -0.3105, -0.3372, -0.3601, -0.4506, -0.3817, -0.3855, -0.3972, -0.413, -0.4197, -0.3966, -0.3967, -0.4086, -0.4179, -0.4133, -0.4041, -0.4338, -0.4385, -0.4045, -0.4089, -0.4227, -0.3973, -0.4016, -0.3629, -0.3792, -0.4029, -0.4006, -0.3872, -0.3848, -0.3823, -0.3781, -0.344, -0.3522, -0.3757, -0.3874, -0.382, -0.3786, -0.3821, -0.3751, -0.3972, -0.4187, -0.4156, -0.4021, -0.4034, -0.4139, -0.4135, -0.3966, -0.3696, -0.3768, -0.3711, -0.3605, -0.3473, -0.35, -0.3445, -0.3415, -0.3242, -0.3351, -0.3309]}
{"unit_id": "quote:1983996858830876753", "ticker_idx": 0, "ts": "2025-10-30T20:38:06+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 see multiples with enough patience. Non-optimal timing is not ideal but as long thesis is playing out, I don't have a problem with it. I bought more on the dip.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long ASST with multiples upside thesis; SMLR seen as undervalued and set to benefit from ASST acquisition.", "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": "Additional commentary on $ASST\n\nI have a speculative high risk/high return bucket where I limit the position size. This one is about $70k, very small %, as I have other new positions too. I'm not here to make 20-30%. I see multiples with enough patience. Non-optimal timing is not ideal but as long thesis is playing out, I don't have a problem with it. I bought more on the dip. \n\nRegarding some pushback on the dilution, I think you have to consider the acquisition of $SMLR Bitcoin, boosting up the nav again. It's easy to cause FUD without considering where the funds are used for.  There is a certain leap of faith and I trust the team to cover all the bases.  If you are saying the mNAV is not good at $SMLR, well there's a reason SMLR looks undevalued.. It has no exposure to new shareholders eg marketing, it will be priced undervalue with little growth potential. Remember, every great crypto reserve need a good cheerleader: Michael Saylor, Thomas Lee, and Mike Alfred. This is why it must be acquired by $ASST with Mike & team promoting the crap out of it. In return it will beneficial for SMLR shareholder as they will be given $ASST shares, which will be much more valuable.\n\nAlso, it takes a lot time to build a serious backing of long term investors to hold prices, eg \"accumulation phase\".", "reply_text": null, "parent_text": null, "quoted_text": "Deep dive on $ASST, Bitcoin Treasury \n\nMost posts remarks @mikealfred bought 1m shares (at 0.95) stock will moon - that's simply lazy talk. I'm going to provide the most sober take on Bitcoin Treasury.  As you know I have been in Bitcoin since 2017 and also an ex senior exec at", "parent_author": null, "ret_m1d": -0.0902255482748856, "ret_signed_m1d": -0.0902255482748856, "alpha_spy_m1d": -0.08695605086492197, "alpha_c_m1d": -0.08755235708608711, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.002673191188798496, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.045112809989860225, "ret_signed_p1d": -0.045112809989860225, "alpha_spy_p1d": -0.04698954986532222, "alpha_c_p1d": -0.040912028315342686, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": -0.00420078167451754, "ret_p1w": 0.13533835826474583, "ret_signed_p1w": 0.13533835826474583, "alpha_spy_p1w": 0.15159796336078035, "alpha_c_p1w": 0.1275093740803468, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": 0.007828984184399035, "ret_p1m": -0.2105263271112897, "ret_signed_p1m": -0.2105263271112897, "alpha_spy_p1m": -0.20790195903351616, "alpha_c_p1m": -0.22045577586191556, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": 0.009929448750625847, "ret_p3m": -0.3977443523300235, "ret_signed_p3m": -0.3977443523300235, "alpha_spy_p3m": -0.4203448118245181, "alpha_c_p3m": -0.4131197175648982, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.015375365234874705, "ret_p6m": -0.41015040017392723, "ret_signed_p6m": -0.41015040017392723, "alpha_spy_p6m": -0.46466491147853295, "alpha_c_p6m": -0.4080182321515077, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": -0.002132168022419556, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2105263271112897, "alpha_spy_stated": -0.20790195903351616, "alpha_c_stated": -0.22045577586191556, "price_path": [1.6241, 1.6316, 1.5865, 1.4737, 2.2105, 2.1053, 2.4173, 2.406, 2.218, 2.1429, 1.9248, 2.0075, 2.1053, 2.3233, 2.609, 3.203, 3.4436, 4.0301, 3.6241, 3.6241, 3.8571, 3.8947, 3.1429, 2.4135, 3.0075, 3.7218, 5.0827, 5.6992, 5.3835, 3.6767, 2.3684, 1.7669, 1.8722, 2.2331, 2.0827, 1.5188, 1.2632, 1.0677, 0.8346, 0.7293, 0.8797, 0.8872, 1.0, 0.9549, 0.9023, 0.5789, 0.4962, 0.3609, 0.1692, -0.188, -0.2504, -0.2782, -0.3233, -0.3729, -0.3504, -0.3759, -0.4135, -0.3504, -0.1729, 0.2331, 0.0827, -0.0602, -0.0902, 0.0, -0.0451, -0.0602, 0.0977, 0.0902, 0.1353, 0.1128, 0.0226, -0.0301, -0.1353, -0.188, -0.218, -0.1579, -0.2105, -0.2609, -0.2331, -0.1504, -0.1654, -0.1504, -0.1504, -0.1579, -0.2105, -0.2218, -0.2105, -0.2654, -0.3226, -0.2594, -0.2331, -0.2481, -0.3068, -0.3511, -0.4068, -0.3534, -0.3827, -0.3752, -0.3241, -0.3489, -0.3947, -0.3519, -0.3519, -0.3872, -0.4188, -0.4496, -0.4451, -0.4451, -0.3496, -0.2256, -0.218, -0.2331, -0.2406, -0.2887, -0.1729, -0.2707, -0.2256, -0.2699, -0.2872, -0.2872, -0.3346, -0.3293, -0.3459, -0.3451, -0.409, -0.3842, -0.3977, -0.4098, -0.3827, -0.4564, -0.4872, -0.5549, -0.6293, -0.5521, -0.6186, -0.6549, -0.6959, -0.7105, -0.6868, -0.6868, -0.6925, -0.6974, -0.6947, -0.6936, -0.7233, -0.7306, -0.6789, -0.6921, -0.7015, -0.6718, -0.6868, -0.6383, -0.6523, -0.6729, -0.6801, -0.6624, -0.653, -0.668, -0.6417, -0.5917, -0.5827, -0.6227, -0.6143, -0.6233, -0.6075, -0.6267, -0.5921, -0.6086, -0.6295, -0.6477, -0.6233, -0.618, -0.6335, -0.6335, -0.6195, -0.6517, -0.6147, -0.6376, -0.6004, -0.5647, -0.5327, -0.4914, -0.4744, -0.4132, -0.4128, -0.4244, -0.3737, -0.391, -0.406, -0.4102]}
{"unit_id": "reply:1975571060369334607", "ticker_idx": 0, "ts": "2025-10-07T14:36:59+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes i expect much bigger news. Need to accumulate for that 50% day", "tweet_type": "prediction", "timeline": "months", "summary": "Accumulating IREN ahead of an expected major deal announcement that could drive a 50% move.", "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": "@Marc_750 Yes i expect much bigger news. Need to accumulate for that 50% day", "reply_text": null, "parent_text": "@DeepValueBagger IMO it’s actually not bad that $IREN didn’t announce a huge deal yet. Let us grind higher into November and then hopefully they have a big deal. A deal for full Sweetwater or Childress could will easily double the price imho on the news. \nEspecially comparing $NBIS MC", "quoted_text": null, "parent_author": "Marc_750", "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23881328281539504, "alpha_spy_stated": 0.2261696926100547, "alpha_c_stated": 0.2605726478603828, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "reply:1984358281301708933", "ticker_idx": 0, "ts": "2025-10-31T20:34:16+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$10 strike iren gonna grow so fast now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; expects rapid growth from here, validating $10 strike calls.", "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": "@rexstocks Same. I wasted a year on $tsla. Should of added more $hood.    $10 strike iren gonna grow so fast now", "reply_text": null, "parent_text": "@DeepValueBagger i own the same. My mistakes have been being too heavy on $TSLA and too light on $HOOD and $RKLB. But i nailed $IREN 100% fortunately... still holding $10 strike calls on IREN, slightly in the money ahah", "quoted_text": null, "parent_author": "rexstocks", "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "reply:1977923039321833590", "ticker_idx": 0, "ts": "2025-10-14T02:22:55+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds large positions in TSLA, IREN, HOOD, RKLB as part of a growth-heavy portfolio.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "2m would be 1/4 of my port. I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB.  I think you made a great point about the CSP getting assigned which is locked for buying the actual dip which is much bigger. Perhaps lowering the strike might be better.  This is not tax efficient but my hope is buying the shares for long term will be more efficient. Sure I'll pay 40% tax on it but I'll pay later when I collect more premium or take more profits from the shares. I'm also doing on my IRAs too but the accounts are 1/7th smaller.", "reply_text": null, "parent_text": "@DeepValueBagger If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market.  At the end of the day you are actually keeping ~half of 3-5%.  If you model it out, you are likely underperforming.  With this", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": 0.015515804243851683, "ret_signed_m1d": 0.015515804243851683, "alpha_spy_m1d": 0.014292663711119147, "alpha_c_m1d": 0.017606741887443156, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.002090937643591473, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013768529951932784, "ret_signed_p1d": 0.013768529951932784, "alpha_spy_p1d": 0.009329000042327396, "alpha_c_p1d": 0.01231780358985457, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.001450726362078214, "ret_p1w": 0.031124816357035456, "ret_signed_p1w": 0.031124816357035456, "alpha_spy_p1w": 0.017443800851159708, "alpha_c_p1w": 0.010557423049909254, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.020567393307126203, "ret_p1m": 0.0031684276863346295, "ret_signed_p1m": 0.0031684276863346295, "alpha_spy_p1m": -0.02876908936626288, "alpha_c_p1m": -0.0121504645398538, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.01531889222618843, "ret_p3m": 0.03673939961334738, "ret_signed_p3m": 0.03673939961334738, "alpha_spy_p3m": -0.014437536279294338, "alpha_c_p3m": -0.027109918205309835, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.06384931781865721, "ret_p6m": -0.2003307990651627, "ret_signed_p6m": -0.2003307990651627, "alpha_spy_p6m": -0.22695180875735732, "alpha_c_p6m": -0.14987351698934281, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.0504572820758199, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0031684276863346295, "alpha_spy_stated": -0.02876908936626288, "alpha_c_stated": -0.0121504645398538, "price_path": [-0.2559, -0.232, -0.2347, -0.2263, -0.2252, -0.2887, -0.2637, -0.2415, -0.2517, -0.2567, -0.2818, -0.295, -0.2795, -0.2808, -0.2547, -0.2492, -0.232, -0.2102, -0.2059, -0.2093, -0.2182, -0.2299, -0.2192, -0.2328, -0.2454, -0.2542, -0.2079, -0.1925, -0.1807, -0.1855, -0.194, -0.2222, -0.2222, -0.2327, -0.2217, -0.2113, -0.1826, -0.193, -0.1917, -0.1898, -0.1408, -0.0776, -0.0447, -0.0178, -0.0079, -0.0289, -0.0074, 0.0116, -0.0079, 0.0316, -0.0136, 0.026, 0.0325, 0.0361, 0.0704, 0.0157, 0.0014, 0.0559, 0.009, 0.022, 0.0147, -0.0367, 0.0155, 0.0, 0.0138, -0.0011, 0.0235, 0.0424, 0.0311, 0.0227, 0.046, 0.0104, 0.054, 0.0729, 0.0752, 0.0253, 0.0636, 0.0912, 0.035, 0.0765, 0.0388, 0.0007, 0.0373, 0.0242, 0.0032, -0.0635, -0.058, -0.0473, -0.0652, -0.0588, -0.0792, -0.0889, -0.0267, -0.0229, -0.0062, -0.0062, 0.0022, 0.0021, 0.0, 0.0408, 0.0589, 0.06, 0.0241, 0.0371, 0.0517, 0.0411, 0.0692, 0.1073, 0.1413, 0.0886, 0.1261, 0.1211, 0.1386, 0.1312, 0.1308, 0.1308, 0.107, 0.0708, 0.0587, 0.0477, 0.0477, 0.0206, 0.0523, 0.0087, 0.0051, 0.0153, 0.0367, 0.0459, 0.0418, 0.0232, 0.0217, 0.0192, 0.0192, -0.0233, 0.0051, 0.0469, 0.0462, 0.0139, 0.0039, 0.0052, -0.0295, 0.0027, -0.0173, -0.017, -0.0541, -0.0746, -0.0422, -0.0278, -0.0094, -0.0023, -0.0284, -0.0275, -0.0275, -0.0434, -0.0417, -0.0408, -0.0406, -0.0685, -0.0463, -0.0276, -0.0481, -0.0623, -0.0604, -0.0858, -0.0543, -0.0552, -0.0757, -0.0712, -0.0699, -0.0499, -0.0797, -0.0886, -0.0785, -0.0698, -0.0849, -0.114, -0.1428, -0.1127, -0.1077, -0.1009, -0.1331, -0.157, -0.1723, -0.1339, -0.1118, -0.1599, -0.1599, -0.178, -0.1924, -0.2003]}
{"unit_id": "reply:1977923039321833590", "ticker_idx": 1, "ts": "2025-10-14T02:22:55+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 still heavy in growth companies $TSLA $IREN $HOOD $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds large positions in TSLA, IREN, HOOD, RKLB as part of a growth-heavy portfolio.", "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": "2m would be 1/4 of my port. I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB.  I think you made a great point about the CSP getting assigned which is locked for buying the actual dip which is much bigger. Perhaps lowering the strike might be better.  This is not tax efficient but my hope is buying the shares for long term will be more efficient. Sure I'll pay 40% tax on it but I'll pay later when I collect more premium or take more profits from the shares. I'm also doing on my IRAs too but the accounts are 1/7th smaller.", "reply_text": null, "parent_text": "@DeepValueBagger If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market.  At the end of the day you are actually keeping ~half of 3-5%.  If you model it out, you are likely underperforming.  With this", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": -0.0779183202871706, "ret_signed_m1d": -0.0779183202871706, "alpha_spy_m1d": -0.07914146081990314, "alpha_c_m1d": -0.06702425057942629, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.010894069707744314, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022714121005097065, "ret_signed_p1d": -0.022714121005097065, "alpha_spy_p1d": -0.027153650914702454, "alpha_c_p1d": -0.022714121005097065, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.0, "ret_p1w": -0.20651233996477936, "ret_signed_p1w": -0.20651233996477936, "alpha_spy_p1w": -0.2201933554706551, "alpha_c_p1w": -0.1969330605197399, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.009579279445039446, "ret_p1m": -0.19925240486070106, "ret_signed_p1m": -0.19925240486070106, "alpha_spy_p1m": -0.23118992191329857, "alpha_c_p1m": -0.20732891145376253, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.008076506593061472, "ret_p3m": -0.3382691145076079, "ret_signed_p3m": -0.3382691145076079, "alpha_spy_p3m": -0.3894460504002496, "alpha_c_p3m": -0.3886969670871939, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05042785257958604, "ret_p6m": -0.47052899477129806, "ret_signed_p6m": -0.47052899477129806, "alpha_spy_p6m": -0.49715000446349267, "alpha_c_p6m": -0.4405337327738279, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.029995261997470157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19925240486070106, "alpha_spy_stated": -0.23118992191329857, "alpha_c_stated": -0.20732891145376253, "price_path": [-0.7405, -0.7421, -0.7391, -0.7327, -0.727, -0.7392, -0.7453, -0.7616, -0.773, -0.768, -0.7684, -0.7786, -0.7631, -0.7635, -0.7366, -0.733, -0.7348, -0.7417, -0.7437, -0.7451, -0.7257, -0.7169, -0.7023, -0.7307, -0.7159, -0.7184, -0.6919, -0.6676, -0.6695, -0.6786, -0.6688, -0.6193, -0.6193, -0.5815, -0.5945, -0.6244, -0.6241, -0.6235, -0.566, -0.5165, -0.5277, -0.5118, -0.4661, -0.476, -0.4551, -0.4779, -0.4445, -0.3976, -0.3995, -0.3223, -0.3345, -0.3982, -0.3397, -0.3253, -0.3232, -0.324, -0.2746, -0.1698, -0.1133, -0.1361, -0.0821, -0.1407, -0.0779, 0.0, -0.0227, -0.1111, -0.1271, -0.1486, -0.2065, -0.2549, -0.197, -0.0957, -0.0657, -0.1026, -0.1314, -0.163, -0.1267, -0.026, -0.0421, 0.0985, -0.0374, -0.1032, -0.135, -0.1751, -0.1993, -0.3006, -0.3334, -0.3184, -0.2977, -0.3411, -0.3751, -0.3925, -0.3029, -0.3176, -0.3035, -0.3035, -0.3127, -0.3029, -0.4089, -0.368, -0.3322, -0.3572, -0.3338, -0.3266, -0.3686, -0.3683, -0.4231, -0.4899, -0.474, -0.5144, -0.4853, -0.4261, -0.3956, -0.3952, -0.3965, -0.3965, -0.4206, -0.4334, -0.4494, -0.457, -0.457, -0.3861, -0.3065, -0.34, -0.3728, -0.3433, -0.3383, -0.2765, -0.2382, -0.2398, -0.254, -0.1688, -0.1688, -0.22, -0.2312, -0.2487, -0.1852, -0.2473, -0.1376, -0.0952, -0.1397, -0.2274, -0.2369, -0.2181, -0.3539, -0.428, -0.3986, -0.3365, -0.3828, -0.3866, -0.4245, -0.393, -0.393, -0.411, -0.3951, -0.3777, -0.4252, -0.391, -0.3466, -0.367, -0.364, -0.4113, -0.405, -0.4415, -0.3698, -0.4232, -0.4724, -0.4416, -0.452, -0.3965, -0.4053, -0.4022, -0.3539, -0.3824, -0.3932, -0.4011, -0.4064, -0.3939, -0.4089, -0.4044, -0.4616, -0.4955, -0.5454, -0.5072, -0.5099, -0.5001, -0.5001, -0.495, -0.4862, -0.4705]}
{"unit_id": "reply:1977923039321833590", "ticker_idx": 2, "ts": "2025-10-14T02:22:55+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds large positions in TSLA, IREN, HOOD, RKLB as part of a growth-heavy portfolio.", "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": "reply_other", "lang": "en", "tweet_text": "2m would be 1/4 of my port. I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB.  I think you made a great point about the CSP getting assigned which is locked for buying the actual dip which is much bigger. Perhaps lowering the strike might be better.  This is not tax efficient but my hope is buying the shares for long term will be more efficient. Sure I'll pay 40% tax on it but I'll pay later when I collect more premium or take more profits from the shares. I'm also doing on my IRAs too but the accounts are 1/7th smaller.", "reply_text": null, "parent_text": "@DeepValueBagger If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market.  At the end of the day you are actually keeping ~half of 3-5%.  If you model it out, you are likely underperforming.  With this", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": 0.04246013973410245, "ret_signed_m1d": 0.04246013973410245, "alpha_spy_m1d": 0.04123699920136992, "alpha_c_m1d": 0.05335420944184677, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.010894069707744314, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005928144274539249, "ret_signed_p1d": -0.005928144274539249, "alpha_spy_p1d": -0.010367674184144637, "alpha_c_p1d": -0.005928144274539249, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.0, "ret_p1w": -0.023045577478185142, "ret_signed_p1w": -0.023045577478185142, "alpha_spy_p1w": -0.03672659298406089, "alpha_c_p1w": -0.013466298033145696, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.009579279445039446, "ret_p1m": -0.014598008634699622, "ret_signed_p1m": -0.014598008634699622, "alpha_spy_p1m": -0.04653552568729713, "alpha_c_p1m": -0.022674515227761094, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.008076506593061472, "ret_p3m": -0.14583179511092337, "ret_signed_p3m": -0.14583179511092337, "alpha_spy_p3m": -0.19700873100356509, "alpha_c_p3m": -0.1962596476905094, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05042785257958604, "ret_p6m": -0.46772876283499376, "ret_signed_p6m": -0.46772876283499376, "alpha_spy_p6m": -0.49434977252718837, "alpha_c_p6m": -0.4377335008375236, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.029995261997470157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014598008634699622, "alpha_spy_stated": -0.04653552568729713, "alpha_c_stated": -0.022674515227761094, "price_path": [-0.2186, -0.1868, -0.2268, -0.2453, -0.2436, -0.2447, -0.223, -0.2088, -0.2344, -0.2138, -0.2364, -0.2597, -0.2118, -0.2185, -0.2171, -0.1758, -0.1506, -0.1581, -0.1546, -0.1951, -0.1796, -0.154, -0.1477, -0.2034, -0.2194, -0.2123, -0.1899, -0.2001, -0.1938, -0.2373, -0.2316, -0.2291, -0.2291, -0.2528, -0.2529, -0.2374, -0.2497, -0.1309, -0.1219, -0.1296, -0.1275, -0.1476, -0.1491, -0.1302, -0.1209, -0.104, -0.0754, -0.0745, -0.0648, -0.0604, -0.0911, -0.0976, 0.0131, 0.061, 0.031, 0.0797, 0.1017, 0.069, 0.0745, 0.118, 0.1298, 0.0297, 0.0425, 0.0, -0.0059, -0.026, -0.0373, 0.0063, -0.023, -0.0573, -0.0046, 0.0359, 0.0808, 0.0837, 0.073, 0.0231, 0.0877, 0.0899, 0.0137, 0.0558, -0.0583, -0.034, 0.0069, -0.0224, -0.0146, -0.0994, -0.0923, -0.1406, -0.153, -0.1244, -0.213, -0.2049, -0.1481, -0.1436, -0.05, -0.05, -0.0479, -0.0868, -0.0667, -0.0097, 0.0158, -0.0222, 0.011, 0.0056, 0.0053, -0.0857, -0.1145, -0.1459, -0.1152, -0.1419, -0.1318, -0.1008, -0.0932, -0.109, -0.1075, -0.1075, -0.1246, -0.1298, -0.1445, -0.1619, -0.1619, -0.1463, -0.0868, -0.0982, -0.1332, -0.1449, -0.1458, -0.1292, -0.109, -0.1132, -0.1823, -0.1942, -0.1942, -0.2162, -0.2151, -0.2127, -0.2072, -0.2071, -0.2202, -0.2338, -0.2498, -0.2628, -0.3338, -0.3548, -0.4026, -0.4614, -0.3863, -0.3586, -0.3657, -0.4222, -0.473, -0.4371, -0.4371, -0.441, -0.4427, -0.4394, -0.436, -0.4681, -0.4562, -0.4255, -0.4113, -0.4379, -0.4162, -0.4363, -0.3908, -0.403, -0.4288, -0.412, -0.4181, -0.4169, -0.4359, -0.4562, -0.4419, -0.4268, -0.445, -0.4505, -0.4747, -0.4628, -0.4881, -0.4625, -0.4787, -0.5108, -0.5172, -0.4865, -0.4805, -0.4894, -0.4894, -0.4829, -0.4839, -0.4677]}
{"unit_id": "reply:1977923039321833590", "ticker_idx": 3, "ts": "2025-10-14T02:22:55+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'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds large positions in TSLA, IREN, HOOD, RKLB as part of a growth-heavy portfolio.", "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": "reply_other", "lang": "en", "tweet_text": "2m would be 1/4 of my port. I'm still heavy in growth companies $TSLA $IREN $HOOD $RKLB.  I think you made a great point about the CSP getting assigned which is locked for buying the actual dip which is much bigger. Perhaps lowering the strike might be better.  This is not tax efficient but my hope is buying the shares for long term will be more efficient. Sure I'll pay 40% tax on it but I'll pay later when I collect more premium or take more profits from the shares. I'm also doing on my IRAs too but the accounts are 1/7th smaller.", "reply_text": null, "parent_text": "@DeepValueBagger If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market.  At the end of the day you are actually keeping ~half of 3-5%.  If you model it out, you are likely underperforming.  With this", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": -0.03836543667770642, "ret_signed_m1d": -0.03836543667770642, "alpha_spy_m1d": -0.03958857721043896, "alpha_c_m1d": -0.02674973349651344, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.011615703181192982, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018227221608401623, "ret_signed_p1d": 0.018227221608401623, "alpha_spy_p1d": 0.013787691698796234, "alpha_c_p1d": 0.022403631641468413, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": -0.004176410033066791, "ret_p1w": -0.038659375284574304, "ret_signed_p1w": -0.038659375284574304, "alpha_spy_p1w": -0.05234039079045005, "alpha_c_p1w": -0.04936155154776012, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.010702176263185814, "ret_p1m": -0.26547108456056345, "ret_signed_p1m": -0.26547108456056345, "alpha_spy_p1m": -0.29740860161316096, "alpha_c_p1m": -0.27297566550381935, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.007504580943255901, "ret_p3m": 0.24724386295216183, "ret_signed_p3m": 0.24724386295216183, "alpha_spy_p3m": 0.1960669270595201, "alpha_c_p3m": 0.18691623272535907, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.060327630226802764, "ret_p6m": 0.015434412326894797, "ret_signed_p6m": 0.015434412326894797, "alpha_spy_p6m": -0.01118659736529981, "alpha_c_p6m": -0.10375327893495667, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.11918769126185147, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26547108456056345, "alpha_spy_stated": -0.29740860161316096, "alpha_c_stated": -0.27297566550381935, "price_path": [-0.2455, -0.2446, -0.3063, -0.3109, -0.2775, -0.2925, -0.3028, -0.3369, -0.3563, -0.3174, -0.325, -0.3413, -0.3453, -0.3422, -0.3518, -0.3501, -0.3431, -0.3382, -0.3616, -0.3679, -0.3707, -0.3493, -0.339, -0.3985, -0.4019, -0.3895, -0.3476, -0.3059, -0.2925, -0.3202, -0.2958, -0.2856, -0.2856, -0.2752, -0.3601, -0.3681, -0.3262, -0.2984, -0.3087, -0.3213, -0.2881, -0.2159, -0.2056, -0.3055, -0.2933, -0.3065, -0.2975, -0.2678, -0.2223, -0.2843, -0.3146, -0.32, -0.309, -0.2958, -0.2949, -0.2287, -0.1745, -0.1401, -0.0958, -0.04, -0.0237, -0.0554, -0.0384, 0.0, 0.0182, -0.0151, -0.0259, -0.01, -0.0387, -0.1097, -0.0656, -0.051, -0.0354, -0.0629, -0.0275, -0.1045, -0.0742, -0.0983, -0.1685, -0.1707, -0.2708, -0.2409, -0.2371, -0.2468, -0.2655, -0.3349, -0.3306, -0.3634, -0.3712, -0.3588, -0.4197, -0.4076, -0.376, -0.3738, -0.3837, -0.3837, -0.3806, -0.4066, -0.3841, -0.3426, -0.2743, -0.2789, -0.2421, -0.2146, -0.1545, -0.0661, -0.0961, -0.1855, -0.1843, -0.2068, -0.1192, 0.0366, 0.1399, 0.1345, 0.1345, 0.1345, 0.0385, 0.0307, 0.0356, 0.0254, 0.0254, 0.117, 0.1486, 0.2646, 0.2359, 0.2212, 0.2472, 0.2921, 0.2727, 0.3494, 0.3341, 0.4156, 0.4156, 0.3106, 0.2909, 0.2933, 0.3068, 0.183, 0.2788, 0.3019, 0.2594, 0.177, 0.09, 0.1946, 0.0747, -0.0251, 0.0631, 0.1148, 0.0588, 0.0234, -0.0297, -0.0087, -0.0087, 0.0273, 0.0939, 0.1257, 0.0416, 0.032, 0.0285, 0.0319, 0.0679, 0.0157, 0.0432, 0.0309, 0.057, 0.029, 0.0306, 0.0507, 0.0132, 0.0578, 0.005, 0.0056, 0.0482, 0.1552, 0.0213, 0.0573, -0.0118, -0.0004, -0.0288, 0.0713, -0.0307, -0.1044, -0.1565, -0.056, -0.0369, -0.0044, -0.0044, -0.0053, -0.0251, 0.0154]}
{"unit_id": "reply:1984220232299549152", "ticker_idx": 0, "ts": "2025-10-31T11:25:43+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "my top 3 are BTC, ETH, SUI  30%, 50% 20%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC/ETH/SUI at 30%/50%/20% allocation; SUI is a favourite.", "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": "@JRichy6406 i love SUI. my top 3 are BTC, ETH, SUI  30%, 50% 20%", "reply_text": null, "parent_text": "@DeepValueBagger And of course BTC. Thinking about scalping some sui", "quoted_text": null, "parent_author": "JRichy6406", "ret_m1d": -0.011415306461319163, "ret_signed_m1d": -0.011415306461319163, "alpha_spy_m1d": -0.008145809051355535, "alpha_c_m1d": -0.008145809051355535, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027462084408902965, "ret_signed_p1d": -0.027462084408902965, "alpha_spy_p1d": -0.02933882428436496, "alpha_c_p1d": -0.02933882428436496, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.056443723321421446, "ret_signed_p1w": -0.056443723321421446, "alpha_spy_p1w": -0.04018411822538692, "alpha_c_p1w": -0.04018411822538692, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.21207929237778944, "ret_signed_p1m": -0.21207929237778944, "alpha_spy_p1m": -0.2094549243000159, "alpha_c_p1m": -0.2094549243000159, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": -0.18594657748676136, "ret_signed_p3m": -0.18594657748676136, "alpha_spy_p3m": -0.20854703698125598, "alpha_c_p3m": -0.20854703698125598, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": -0.2938176901131404, "ret_signed_p6m": -0.2938176901131404, "alpha_spy_p6m": -0.3483322014177461, "alpha_c_p6m": -0.3483322014177461, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21207929237778944, "alpha_spy_stated": -0.2094549243000159, "alpha_c_stated": -0.2094549243000159, "price_path": [0.0419, 0.0499, 0.0725, 0.0651, 0.0837, 0.0969, 0.1259, 0.0804, 0.0716, 0.0611, 0.0299, 0.0431, 0.0261, 0.0668, 0.0052, 0.0205, 0.0152, 0.0273, -0.0105, -0.0028, 0.015, 0.0198, 0.0107, 0.01, 0.023, 0.018, 0.0402, 0.0543, 0.0597, 0.0538, 0.0665, 0.0631, 0.0692, 0.056, 0.0291, 0.0224, 0.0344, -0.0046, 0.0014, 0.0442, 0.0411, 0.083, 0.1015, 0.116, 0.1387, 0.1086, 0.126, 0.1109, 0.0334, 0.0522, 0.0325, 0.0112, -0.0125, -0.0282, 0.0094, -0.0099, -0.017, 0.0047, 0.0135, 0.0417, 0.031, 0.0046, -0.0114, 0.0, -0.0275, -0.0727, -0.0517, -0.0753, -0.0564, -0.0325, -0.0599, -0.072, -0.09, -0.1384, -0.1594, -0.1516, -0.1651, -0.2092, -0.2233, -0.1943, -0.2028, -0.1738, -0.1668, -0.1701, -0.2121, -0.1662, -0.1463, -0.159, -0.1841, -0.1727, -0.1539, -0.1601, -0.1556, -0.176, -0.2112, -0.1982, -0.2137, -0.2199, -0.1958, -0.1923, -0.2021, -0.2003, -0.2037, -0.2031, -0.2046, -0.1928, -0.2012, -0.1901, -0.179, -0.1431, -0.1445, -0.1666, -0.1691, -0.1738, -0.1676, -0.1299, -0.1153, -0.1278, -0.1281, -0.1552, -0.1939, -0.1842, -0.1834, -0.183, -0.1943, -0.1867, -0.1859, -0.2281, -0.2321, -0.2817, -0.3096, -0.3335, -0.4277, -0.356, -0.36, -0.3721, -0.3885, -0.3955, -0.3715, -0.3716, -0.3839, -0.3937, -0.3888, -0.3793, -0.4102, -0.4151, -0.3797, -0.3843, -0.3986, -0.3722, -0.3766, -0.3363, -0.3534, -0.3781, -0.3756, -0.3617, -0.3592, -0.3566, -0.3522, -0.3167, -0.3253, -0.3497, -0.3619, -0.3563, -0.3527, -0.3563, -0.3491, -0.3721, -0.3945, -0.3913, -0.3772, -0.3786, -0.3895, -0.3891, -0.3715, -0.3433, -0.3508, -0.3449, -0.3339, -0.3201, -0.3229, -0.3172, -0.314, -0.296, -0.3075, -0.3031, -0.2862, -0.2856, -0.293, -0.2938]}
{"unit_id": "reply:1984220232299549152", "ticker_idx": 1, "ts": "2025-10-31T11:25:43+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "my top 3 are BTC, ETH, SUI  30%, 50% 20%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds BTC/ETH/SUI at 30%/50%/20% allocation; SUI is a favourite.", "resolved_tickers": ["ETH-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": "@JRichy6406 i love SUI. my top 3 are BTC, ETH, SUI  30%, 50% 20%", "reply_text": null, "parent_text": "@DeepValueBagger And of course BTC. Thinking about scalping some sui", "quoted_text": null, "parent_author": "JRichy6406", "ret_m1d": -0.0111006463467469, "ret_signed_m1d": -0.0111006463467469, "alpha_spy_m1d": -0.007831148936783272, "alpha_c_m1d": -0.007831148936783272, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06362545002770403, "ret_signed_p1d": -0.06362545002770403, "alpha_spy_p1d": -0.06550218990316603, "alpha_c_p1d": -0.06550218990316603, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.10703683374941719, "ret_signed_p1w": -0.10703683374941719, "alpha_spy_p1w": -0.09077722865338267, "alpha_c_p1w": -0.09077722865338267, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.27212620213901306, "ret_signed_p1m": -0.27212620213901306, "alpha_spy_p1m": -0.2695018340612395, "alpha_c_p1m": -0.2695018340612395, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": -0.2184703281411221, "ret_signed_p3m": -0.2184703281411221, "alpha_spy_p3m": -0.24107078763561673, "alpha_c_p3m": -0.24107078763561673, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": -0.4013475748051374, "ret_signed_p6m": -0.4013475748051374, "alpha_spy_p6m": -0.4558620861097431, "alpha_c_p6m": -0.4558620861097431, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.27212620213901306, "alpha_spy_stated": -0.2695018340612395, "alpha_c_stated": -0.2695018340612395, "price_path": [-0.0611, -0.0424, 0.0175, 0.0423, 0.0987, 0.1934, 0.2363, 0.1822, 0.1541, 0.121, 0.0588, 0.1267, 0.0978, 0.2558, 0.1367, 0.1958, 0.1706, 0.1716, 0.1334, 0.1215, 0.1243, 0.1568, 0.1174, 0.1195, 0.1198, 0.1201, 0.1305, 0.1596, 0.2257, 0.1767, 0.1706, 0.1938, 0.1931, 0.1622, 0.0925, 0.0828, 0.0796, 0.0055, 0.0491, 0.0962, 0.0777, 0.131, 0.1666, 0.1736, 0.2185, 0.157, 0.1769, 0.1357, -0.0011, 0.1036, 0.0723, 0.0365, 0.0124, -0.0038, 0.0347, 0.0077, -0.0101, 0.0023, 0.0227, 0.071, 0.0351, 0.0146, -0.0111, 0.0, -0.0636, -0.1441, -0.1097, -0.139, -0.107, -0.0724, -0.1122, -0.1128, -0.1597, -0.1932, -0.2138, -0.1882, -0.2142, -0.2639, -0.2811, -0.2325, -0.2311, -0.213, -0.2164, -0.2118, -0.2721, -0.2207, -0.1704, -0.1853, -0.2138, -0.1876, -0.1367, -0.1356, -0.1586, -0.1983, -0.2295, -0.2295, -0.264, -0.2651, -0.2259, -0.2186, -0.2297, -0.2343, -0.2453, -0.2395, -0.2372, -0.2276, -0.2288, -0.2201, -0.1878, -0.1614, -0.1433, -0.1768, -0.1931, -0.1986, -0.1962, -0.1365, -0.128, -0.1378, -0.1434, -0.1717, -0.2369, -0.2257, -0.2333, -0.2323, -0.2393, -0.2144, -0.2185, -0.2674, -0.2976, -0.3906, -0.421, -0.4428, -0.5265, -0.4636, -0.4532, -0.4751, -0.4956, -0.4939, -0.4675, -0.4807, -0.4822, -0.4921, -0.4936, -0.4882, -0.5177, -0.5183, -0.4659, -0.4732, -0.4981, -0.473, -0.4846, -0.4472, -0.4615, -0.4856, -0.482, -0.4705, -0.4667, -0.4611, -0.4561, -0.3888, -0.3975, -0.4272, -0.4444, -0.442, -0.4406, -0.4397, -0.4365, -0.4646, -0.4824, -0.474, -0.4529, -0.4441, -0.4653, -0.4662, -0.4521, -0.4173, -0.4306, -0.431, -0.4164, -0.3838, -0.3961, -0.3867, -0.3895, -0.3707, -0.3982, -0.3949, -0.3824, -0.394, -0.3981, -0.4013]}
{"unit_id": "quote:1981013413074735459", "ticker_idx": 0, "ts": "2025-10-22T15:02:57+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 best has yet to come $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; author asserts the best gains are still ahead following the convertible note offering.", "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 best has yet to come $IREN\n\nGood reading below.", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Market Weakness: What's Next?\n\nExactly one week ago, @IREN_Ltd closed their convertible note with spectactular metrics:\n- Oversubscribed $875 million offering \n- Fully exercised $125 million greenshoe\n- Net proceeds of approximately $979.0 million\n- 0.00% coupon \n- 42.5% https://t.co/FnP82sNeBR", "parent_author": null, "ret_m1d": 0.06492374580147797, "ret_signed_m1d": 0.06492374580147797, "alpha_spy_m1d": 0.059697659752879106, "alpha_c_m1d": 0.059201856178655365, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.005721889622822607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07775417011238162, "ret_signed_p1d": 0.07775417011238162, "alpha_spy_p1d": 0.07182420740641726, "alpha_c_p1d": 0.07565618319445822, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.0020979869179234, "ret_p1w": 0.16573405430103239, "ret_signed_p1w": 0.16573405430103239, "alpha_spy_p1w": 0.1363988564963019, "alpha_c_p1w": 0.172218901817343, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": -0.006484847516310621, "ret_p1m": -0.16129655247942798, "ret_signed_p1m": -0.16129655247942798, "alpha_spy_p1m": -0.13843051380934013, "alpha_c_p1m": -0.1361201203076735, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.02517643217175447, "ret_p3m": 0.11557008782856215, "ret_signed_p3m": 0.11557008782856215, "alpha_spy_p3m": 0.07678038337474069, "alpha_c_p3m": 0.07360431061418171, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.04196577721438044, "ret_p6m": -0.07968359873066189, "ret_signed_p6m": -0.07968359873066189, "alpha_spy_p6m": -0.1363700906114289, "alpha_c_p6m": -0.08064164112799643, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.0009580423973345464, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16129655247942798, "alpha_spy_stated": -0.13843051380934013, "alpha_c_stated": -0.1361201203076735, "price_path": [-0.6581, -0.6801, -0.6954, -0.6886, -0.6892, -0.7029, -0.682, -0.6826, -0.6465, -0.6417, -0.644, -0.6533, -0.656, -0.6579, -0.6319, -0.6201, -0.6005, -0.6386, -0.6188, -0.622, -0.5865, -0.5539, -0.5564, -0.5687, -0.5555, -0.4891, -0.4891, -0.4384, -0.4557, -0.4959, -0.4955, -0.4947, -0.4175, -0.3511, -0.3662, -0.3448, -0.2834, -0.2967, -0.2688, -0.2992, -0.2545, -0.1916, -0.1941, -0.0905, -0.1069, -0.1924, -0.1138, -0.0945, -0.0916, -0.0928, -0.0264, 0.1142, 0.19, 0.1594, 0.2319, 0.1532, 0.2375, 0.3421, 0.3116, 0.1929, 0.1715, 0.1426, 0.0649, 0.0, 0.0778, 0.2136, 0.2539, 0.2043, 0.1657, 0.1233, 0.1721, 0.3072, 0.2855, 0.4742, 0.2919, 0.2036, 0.1609, 0.1071, 0.0747, -0.0614, -0.1053, -0.0853, -0.0575, -0.1158, -0.1613, -0.1846, -0.0644, -0.0841, -0.0652, -0.0652, -0.0776, -0.0644, -0.2066, -0.1518, -0.1038, -0.1374, -0.1059, -0.0963, -0.1526, -0.1522, -0.2257, -0.3155, -0.294, -0.3483, -0.3093, -0.2298, -0.1889, -0.1883, -0.19, -0.19, -0.2225, -0.2396, -0.261, -0.2713, -0.2713, -0.1762, -0.0693, -0.1142, -0.1583, -0.1187, -0.1119, -0.0289, 0.0224, 0.0203, 0.0012, 0.1156, 0.1156, 0.0469, 0.0318, 0.0083, 0.0936, 0.0102, 0.1574, 0.2144, 0.1545, 0.0369, 0.0241, 0.0494, -0.1329, -0.2323, -0.1929, -0.1096, -0.1717, -0.1767, -0.2277, -0.1854, -0.1854, -0.2095, -0.1881, -0.1648, -0.2286, -0.1827, -0.1231, -0.1505, -0.1464, -0.2099, -0.2014, -0.2504, -0.1542, -0.2258, -0.2919, -0.2506, -0.2645, -0.19, -0.2018, -0.1978, -0.1329, -0.1711, -0.1856, -0.1962, -0.2034, -0.1866, -0.2066, -0.2007, -0.2774, -0.323, -0.3899, -0.3386, -0.3423, -0.3292, -0.3292, -0.3222, -0.3104, -0.2894, -0.285, -0.2414, -0.169, -0.0861, -0.0581, -0.0797]}
{"unit_id": "quote:1973006541537317224", "ticker_idx": 0, "ts": "2025-09-30T12:46:30+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWV continues to stay ahead of the competition. Pays to invest in the best.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish CRWV; author endorses it as the leading AI infrastructure play worth owning.", "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": "quote", "lang": "en", "tweet_text": "$CRWV continues to stay ahead of the competition.\nPays to invest in the best.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: CoreWeave has signed an AI infrastructure deal to provide computing power of up to $14.2B with Meta, as per Blooomberg.  \n\ndemand doesn't seem to be slowing down...  \n\n$CRWV $META", "parent_author": null, "ret_m1d": -0.10471325408352383, "ret_signed_m1d": -0.10471325408352383, "alpha_spy_m1d": -0.10096055512502877, "alpha_c_m1d": -0.10096055512502877, "bench_spy_m1d": -0.00375269895849506, "bench_c_m1d": -0.00375269895849506, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014614317816756817, "ret_signed_p1d": 0.0014614317816756817, "alpha_spy_p1d": -0.0019461404429756968, "alpha_c_p1d": -0.0019461404429756968, "bench_spy_p1d": 0.0034075722246513784, "bench_c_p1d": 0.0034075722246513784, "ret_p1w": -0.05860433989600611, "ret_signed_p1w": -0.05860433989600611, "alpha_spy_p1w": -0.06301754638849033, "alpha_c_p1w": -0.06301754638849033, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.004413206492484223, "ret_p1m": 0.02250629473802057, "ret_signed_p1m": 0.02250629473802057, "alpha_spy_p1m": -0.00933201597377642, "alpha_c_p1m": -0.00933201597377642, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.03183831071179699, "ret_p3m": -0.44157840876426446, "ret_signed_p3m": -0.44157840876426446, "alpha_spy_p3m": -0.4808617941175699, "alpha_c_p3m": -0.4808617941175699, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.039283385353305444, "ret_p6m": -0.3600292442456472, "ret_signed_p6m": -0.3600292442456472, "alpha_spy_p6m": -0.3515929464097747, "alpha_c_p6m": -0.3515929464097747, "bench_spy_p6m": -0.00843629783587252, "bench_c_p6m": -0.00843629783587252, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02250629473802057, "alpha_spy_stated": -0.00933201597377642, "alpha_c_stated": -0.00933201597377642, "price_path": [0.2072, 0.2072, 0.167, 0.1067, 0.1184, 0.0105, -0.0805, -0.0327, 0.0273, 0.0452, -0.0339, -0.1011, -0.0872, -0.0517, -0.0789, -0.1231, -0.1551, -0.1942, -0.2054, -0.2482, -0.166, -0.239, -0.2254, -0.1828, -0.1944, -0.1152, -0.0533, 0.0214, 0.087, -0.1395, -0.2729, -0.2695, -0.2927, -0.3212, -0.3312, -0.3366, -0.3132, -0.325, -0.3322, -0.2917, -0.2489, -0.2471, -0.2471, -0.3179, -0.3432, -0.3608, -0.349, -0.3164, -0.2677, -0.144, -0.1765, -0.1819, -0.1197, -0.1323, -0.1168, -0.113, -0.0876, -0.0265, -0.0436, -0.0252, -0.0745, -0.1206, -0.1047, 0.0, 0.0015, 0.0084, -0.0151, -0.0219, -0.0586, 0.0229, 0.0455, 0.0115, 0.0349, -0.0204, 0.0175, 0.0357, 0.0001, -0.0715, -0.0862, -0.1119, -0.0987, -0.0314, -0.0058, -0.015, 0.0225, -0.0423, -0.0229, -0.0769, -0.1542, -0.1639, -0.2186, -0.24, -0.2283, -0.3541, -0.3757, -0.4275, -0.4347, -0.4495, -0.4527, -0.4525, -0.4943, -0.4764, -0.4622, -0.4791, -0.4571, -0.4571, -0.4657, -0.4369, -0.4444, -0.4201, -0.3734, -0.3548, -0.3698, -0.3375, -0.3558, -0.3615, -0.4257, -0.4713, -0.4921, -0.5283, -0.5054, -0.3935, -0.3801, -0.4135, -0.4237, -0.4237, -0.4416, -0.4525, -0.46, -0.4767, -0.4767, -0.4204, -0.4384, -0.4305, -0.436, -0.4367, -0.4144, -0.3429, -0.3608, -0.3438, -0.3057, -0.2603, -0.2603, -0.3042, -0.3128, -0.3293, -0.3206, -0.2816, -0.2045, -0.2253, -0.2727, -0.319, -0.3501, -0.3419, -0.3974, -0.4545, -0.3427, -0.2927, -0.305, -0.3047, -0.3007, -0.2982, -0.2982, -0.335, -0.3025, -0.2902, -0.3478, -0.3362, -0.2744, -0.2838, -0.2866, -0.4186, -0.4297, -0.4609, -0.4191, -0.4533, -0.4666, -0.4563, -0.4525, -0.4011, -0.4164, -0.4073, -0.3726, -0.3999, -0.3948, -0.4106, -0.4047, -0.4011, -0.3934, -0.36]}
{"unit_id": "quote:1985316849655898555", "ticker_idx": 0, "ts": "2025-11-03T12:03:17+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big daddy Microsoft gave our $iren $10B deal.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Enthusiastic endorsement of IREN following $10B Microsoft AI cloud deal announcement; implied 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": "quote", "lang": "en", "tweet_text": "Just woke up. Holy shit.\nBig daddy Microsoft gave our $iren $10B deal. \n\nCongrats my friends.", "reply_text": null, "parent_text": null, "quoted_text": "DETAILS BEHIND THE $10B $IREN + $MSFT AI CLOUD DEAL\n\nThe build is structured in four 50MW phases through 2026 using liquid-cooled racks rated between 130 &amp; 200 kilowatts each. Microsoft made a 20% prepayment that will be credited in years three to five. \n\nAll-in capex of ~$15M https://t.co/s3sa08f6Od", "parent_author": null, "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "reply:1981712429752168558", "ticker_idx": 0, "ts": "2025-10-24T13:20:36+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 own 3500 +leaps. But i agree. It's a generational company.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long NBIS via shares and LEAPS; endorses generational-company thesis with Google-2010 comparison.", "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": "@_stockResearch I own 3500 +leaps. But i agree. It's a generational company.", "reply_text": null, "parent_text": "@DeepValueBagger $NBIS is the highest of the highest tier in small sized companies. I compare NBIS to where google was during 2010. Exponential growth ahead!! I wish I could own 10,000 shares of NBIS like you do", "quoted_text": null, "parent_author": "_stockResearch", "ret_m1d": -0.09466142138753608, "ret_signed_m1d": -0.09466142138753608, "alpha_spy_m1d": -0.08655511591787668, "alpha_c_m1d": -0.0920651199162209, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.0025963014713151766, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06967421132615681, "ret_signed_p1d": 0.06967421132615681, "alpha_spy_p1d": 0.05787654683337218, "alpha_c_p1d": 0.05574083558392329, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.013933375742233522, "ret_p1w": 0.1156404992406066, "ret_signed_p1w": 0.1156404992406066, "alpha_spy_p1w": 0.10853829285780758, "alpha_c_p1w": 0.12204467400329577, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.006404174762689174, "ret_p1m": -0.21627153460980486, "ret_signed_p1m": -0.21627153460980486, "alpha_spy_p1m": -0.20369121804144297, "alpha_c_p1m": -0.19428968426880588, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.021981850340998976, "ret_p3m": -0.15683096584190137, "ret_signed_p3m": -0.15683096584190137, "alpha_spy_p3m": -0.171855377716986, "alpha_c_p3m": -0.1520805516355772, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": -0.0047504142063241606, "ret_p6m": 0.3573256077311022, "ret_signed_p6m": 0.3573256077311022, "alpha_spy_p6m": 0.30489982246655156, "alpha_c_p6m": 0.32301483985906865, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.034310767872033576, "ret_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": [-0.5702, -0.5626, -0.5358, -0.5565, -0.538, -0.5295, -0.5302, -0.443, -0.4134, -0.401, -0.3576, -0.3977, -0.4162, -0.3892, -0.3814, -0.427, -0.4246, -0.4356, -0.4117, -0.4029, -0.3989, -0.4022, -0.3856, -0.4174, -0.4174, -0.4395, -0.4401, -0.4464, -0.4417, -0.4537, -0.1837, -0.2036, -0.2394, -0.229, -0.2243, -0.2373, -0.1977, -0.1973, -0.1531, -0.0909, -0.0807, -0.0344, -0.0795, -0.0815, -0.06, -0.0426, -0.0141, 0.0734, 0.0914, 0.0655, 0.0038, 0.0404, 0.1312, 0.1051, 0.1552, 0.0929, 0.0731, 0.0493, -0.0326, -0.0704, -0.1107, -0.159, -0.0947, 0.0, 0.0697, 0.039, 0.0669, 0.059, 0.1156, 0.0274, -0.0573, -0.0022, -0.0667, -0.051, -0.0623, -0.1283, -0.1953, -0.2442, -0.2876, -0.2668, -0.2279, -0.1892, -0.2782, -0.29, -0.2163, -0.242, -0.1925, -0.1925, -0.1909, -0.1459, -0.1775, -0.1564, -0.1233, -0.1639, -0.1444, -0.1778, -0.2019, -0.196, -0.2522, -0.308, -0.3097, -0.3566, -0.334, -0.2371, -0.2049, -0.2322, -0.2228, -0.2228, -0.253, -0.2662, -0.2737, -0.2862, -0.2862, -0.2329, -0.2083, -0.1451, -0.1795, -0.1702, -0.1648, -0.0847, -0.1009, -0.1303, -0.1141, -0.0727, -0.0727, -0.1532, -0.1568, -0.1741, -0.1941, -0.22, -0.1654, -0.1435, -0.1906, -0.2735, -0.2482, -0.2329, -0.2974, -0.37, -0.2657, -0.2079, -0.2172, -0.2443, -0.2348, -0.1642, -0.1642, -0.1683, -0.1318, -0.0823, -0.1649, -0.142, -0.1252, -0.095, -0.1056, -0.2223, -0.2239, -0.2598, -0.1661, -0.1843, -0.2382, -0.1903, -0.1776, -0.0449, -0.0786, -0.0368, 0.1074, -0.0079, 0.0111, 0.0363, 0.0031, -0.0265, -0.02, -0.0185, -0.0963, -0.1402, -0.2132, -0.1151, -0.1306, -0.072, -0.072, -0.0403, 0.0012, 0.066, 0.1626, 0.2363, 0.3181, 0.381, 0.4222, 0.41, 0.3401, 0.3573]}
{"unit_id": "quote:1973449770439258374", "ticker_idx": 0, "ts": "2025-10-01T18:07:44+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "when the government is squeezing margin on the pharma sector, it's hard to be bullish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sold HIMS; bearish on pharma sector as government price pressure squeezes margins.", "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": "I'm betting that boner pills will be available for cheap on TrumpRx.\n\nSold off $HIMS. Really though, when the government is squeezing margin on the pharma sector, it's hard to be bullish.", "reply_text": null, "parent_text": null, "quoted_text": "Today's cover: White House unveils ‘TrumpRx,’ says Pfizer massively lowering prices on some drugs in historic announcement https://t.co/63RLN6j26H https://t.co/m4ciAV2hOe", "parent_author": null, "ret_m1d": 0.007281119471017838, "ret_signed_m1d": -0.007281119471017838, "alpha_spy_m1d": -0.01067711958002271, "alpha_c_m1d": -0.01067711958002271, "bench_spy_m1d": -0.003396000109004871, "bench_c_m1d": -0.003396000109004871, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027703738599688332, "ret_signed_p1d": -0.027703738599688332, "alpha_spy_p1d": -0.0265520059740032, "alpha_c_p1d": -0.0265520059740032, "bench_spy_p1d": 0.0011517326256851312, "bench_c_p1d": 0.0011517326256851312, "ret_p1w": 0.03303137542696866, "ret_signed_p1w": -0.03303137542696866, "alpha_spy_p1w": -0.02606012473556074, "alpha_c_p1w": -0.02606012473556074, "bench_spy_p1w": 0.006971250691407915, "bench_c_p1w": 0.006971250691407915, "ret_p1m": -0.21754572369466196, "ret_signed_p1m": 0.21754572369466196, "alpha_spy_p1m": 0.23457009954948516, "alpha_c_p1m": 0.23457009954948516, "bench_spy_p1m": 0.017024375854823193, "bench_c_p1m": 0.017024375854823193, "ret_p3m": -0.39442376767024157, "ret_signed_p3m": 0.39442376767024157, "alpha_spy_p3m": 0.42648667823392206, "alpha_c_p3m": 0.42648667823392206, "bench_spy_p3m": 0.03206291056368049, "bench_c_p3m": 0.03206291056368049, "ret_p6m": -0.6295506996693861, "ret_signed_p6m": 0.6295506996693861, "alpha_spy_p6m": 0.6000991195769235, "alpha_c_p6m": 0.6000991195769235, "bench_spy_p6m": -0.029451580092462626, "bench_c_p6m": -0.029451580092462626, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21754572369466196, "alpha_spy_stated": 0.23457009954948516, "alpha_c_stated": 0.23457009954948516, "price_path": [-0.1479, -0.1401, -0.1305, -0.09, -0.1073, -0.1495, -0.076, -0.1039, -0.0792, -0.1122, -0.1053, -0.1547, -0.1119, 0.0304, 0.0179, 0.0238, 0.0421, 0.0703, 0.1637, 0.1753, 0.1108, 0.125, -0.014, -0.092, -0.0934, -0.0776, -0.1124, -0.1483, -0.1417, -0.163, -0.1827, -0.1991, -0.2509, -0.2296, -0.2193, -0.2085, -0.2365, -0.1946, -0.2184, -0.2165, -0.2479, -0.2479, -0.2625, -0.2104, -0.1456, -0.1403, -0.1185, -0.1513, -0.1515, -0.0808, -0.0144, -0.0417, -0.0963, -0.1058, -0.002, 0.0268, 0.0247, -0.0055, -0.0543, -0.0256, 0.0371, 0.0499, 0.0073, 0.0, 0.0277, -0.067, -0.0275, 0.0295, 0.033, 0.0345, -0.0419, -0.0281, -0.0407, 0.1145, 0.0504, -0.116, -0.0879, -0.1234, -0.1572, -0.1389, -0.1337, -0.1435, -0.1632, -0.1719, -0.2175, -0.1927, -0.2117, -0.2401, -0.2234, -0.2627, -0.2714, -0.271, -0.2941, -0.3071, -0.3598, -0.3433, -0.3681, -0.3561, -0.3637, -0.4029, -0.3836, -0.3291, -0.3413, -0.3181, -0.3181, -0.2939, -0.3339, -0.3552, -0.3417, -0.2893, -0.3039, -0.3053, -0.2928, -0.3273, -0.3292, -0.3392, -0.3562, -0.3454, -0.379, -0.3825, -0.3685, -0.3776, -0.382, -0.3843, -0.3843, -0.3907, -0.3944, -0.4132, -0.4234, -0.4234, -0.4067, -0.3836, -0.3703, -0.3703, -0.3985, -0.4372, -0.4257, -0.4282, -0.4438, -0.4454, -0.4427, -0.4427, -0.4589, -0.4869, -0.458, -0.474, -0.4623, -0.4729, -0.4909, -0.4695, -0.5189, -0.5305, -0.5464, -0.5667, -0.583, -0.5912, -0.6567, -0.6938, -0.7036, -0.7194, -0.7105, -0.7105, -0.7111, -0.7187, -0.7191, -0.7224, -0.7246, -0.7254, -0.7191, -0.723, -0.7421, -0.7073, -0.7191, -0.7079, -0.718, -0.7205, -0.6065, -0.5832, -0.5404, -0.5766, -0.5601, -0.5582, -0.5564, -0.5889, -0.5709, -0.609, -0.6011, -0.621, -0.6299, -0.6296]}
{"unit_id": "quote:1980846462008455297", "ticker_idx": 0, "ts": "2025-10-22T03:59:33+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "governments... always want to double up on every vendor... good for redundancy and bargaining power. $rklb", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB: government procurement practice of multi-vendor sourcing benefits RKLB as an alternative to SpaceX.", "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 used to do work with governments. They always want to double up on every vendor, every equipment, every solution we give them. It's just smart decision because it is good for redundancy and bargaining power. $rklb", "reply_text": null, "parent_text": null, "quoted_text": "I admire Elon and SpaceX, but they are taking on an enormous number of missions.\nThey will always be pioneers, but they will not be monopolists.\n\nJust as a single planet supports hundreds of thousands of value-creating companies, space will become a realm where tens of millions", "parent_author": null, "ret_m1d": 0.07983163557833706, "ret_signed_m1d": 0.07983163557833706, "alpha_spy_m1d": 0.07460554952973819, "alpha_c_m1d": 0.06668316821868303, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.013148467359654026, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04961613367873574, "ret_signed_p1d": 0.04961613367873574, "alpha_spy_p1d": 0.04368617097277139, "alpha_c_p1d": 0.03712192311638507, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": 0.012494210562350672, "ret_p1w": 0.0923801727444109, "ret_signed_p1w": 0.0923801727444109, "alpha_spy_p1w": 0.06304497493968042, "alpha_c_p1w": 0.07792349384776687, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.014456678896644037, "ret_p1m": -0.34813835651891245, "ret_signed_p1m": -0.34813835651891245, "alpha_spy_p1m": -0.3252723178488246, "alpha_c_p1m": -0.31516927110910087, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.03296908540981158, "ret_p3m": 0.5900273298989196, "ret_signed_p3m": 0.5900273298989196, "alpha_spy_p3m": 0.5512376254450981, "alpha_c_p3m": 0.4945106704145119, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": 0.09551665948440768, "ret_p6m": 0.3692727183288318, "ret_signed_p6m": 0.3692727183288318, "alpha_spy_p6m": 0.3125862264480648, "alpha_c_p6m": 0.24810029175903847, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.12117242656979332, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34813835651891245, "alpha_spy_stated": -0.3252723178488246, "alpha_c_stated": -0.31516927110910087, "price_path": [-0.2169, -0.2552, -0.277, -0.2332, -0.2418, -0.2601, -0.2646, -0.2611, -0.2719, -0.27, -0.2621, -0.2567, -0.2829, -0.29, -0.2932, -0.269, -0.2575, -0.3244, -0.3282, -0.3143, -0.2672, -0.2203, -0.2053, -0.2364, -0.2089, -0.1976, -0.1976, -0.1858, -0.2813, -0.2902, -0.2431, -0.2119, -0.2235, -0.2377, -0.2004, -0.1193, -0.1077, -0.2199, -0.2061, -0.221, -0.2109, -0.1776, -0.1264, -0.1961, -0.2301, -0.2362, -0.2238, -0.2089, -0.208, -0.1337, -0.0727, -0.0341, 0.0156, 0.0783, 0.0967, 0.061, 0.0802, 0.1233, 0.1437, 0.1062, 0.0942, 0.112, 0.0798, 0.0, 0.0496, 0.066, 0.0835, 0.0526, 0.0924, 0.0059, 0.0399, 0.0128, -0.066, -0.0684, -0.1809, -0.1474, -0.1431, -0.154, -0.1749, -0.2529, -0.2481, -0.2849, -0.2937, -0.2798, -0.3481, -0.3346, -0.2991, -0.2966, -0.3077, -0.3077, -0.3042, -0.3334, -0.3082, -0.2616, -0.1848, -0.19, -0.1487, -0.1178, -0.0503, 0.049, 0.0153, -0.0851, -0.0838, -0.1091, -0.0106, 0.1644, 0.2804, 0.2743, 0.2743, 0.2743, 0.1665, 0.1578, 0.1632, 0.1518, 0.1518, 0.2547, 0.2902, 0.4205, 0.3883, 0.3717, 0.401, 0.4513, 0.4295, 0.5157, 0.4986, 0.59, 0.59, 0.4721, 0.45, 0.4527, 0.4678, 0.3288, 0.4365, 0.4624, 0.4147, 0.3221, 0.2243, 0.3419, 0.2071, 0.095, 0.1941, 0.2522, 0.1893, 0.1495, 0.0899, 0.1135, 0.1135, 0.154, 0.2288, 0.2644, 0.17, 0.1593, 0.1553, 0.1591, 0.1995, 0.1409, 0.1718, 0.1579, 0.1873, 0.1558, 0.1576, 0.1802, 0.1381, 0.1881, 0.1289, 0.1295, 0.1774, 0.2976, 0.1472, 0.1876, 0.11, 0.1228, 0.0909, 0.2033, 0.0887, 0.006, -0.0526, 0.0603, 0.0818, 0.1183, 0.1183, 0.1173, 0.095, 0.1406, 0.102, 0.1236, 0.166, 0.1924, 0.2152, 0.3693]}
{"unit_id": "thread:1982068844563775982", "ticker_idx": 0, "ts": "2025-10-25T12:56:52+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, low downside risk big upside, growing revenue. I initiated a large position on the dip.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Initiated large long position in NBIS LEAPS on the dip; high conviction on low downside risk and growing revenue.", "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": "LEAPS 1+ year. i don't do them only super high conviction & low price, low risk for example NBIS, low downside risk big upside, growing revenue. I initiated a large position on the dip.  I don't do any short term calls. Calls in general require to correct directional which adds to a lot risk.\n\n---\n\n@otium33 not financial advice, educational &amp; illustration purposes 😀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139401301414681, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741904621725087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.02375072131960987, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0049505340846965895, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072747255715163, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.030471214096471688, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.2669865678152833, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441104808864969, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330122433822341, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004554964464443367, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166768653332715, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.0064388483535893215, "ret_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": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "reply:1985517706917904479", "ticker_idx": 0, "ts": "2025-11-04T01:21:25+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 too low if neutron successful", "tweet_type": "prediction", "timeline": "years", "summary": "RKLB 2026 PT of $100 is too low if Neutron succeeds; implied upside beyond parent's target.", "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": "reply_other", "lang": "en", "tweet_text": "@RJCcapital $rklb too low if neutron successful", "reply_text": null, "parent_text": "My realistic 2026 Year End Price Targets\n\n$NBIS - $300\n$FLNC -$60\n$FIX - $1600\n$HOOD - $225\n$RKLB - $100", "quoted_text": null, "parent_author": "RJCcapital", "ret_m1d": 0.08432031966583331, "ret_signed_m1d": 0.08432031966583331, "alpha_spy_m1d": 0.07232458024041666, "alpha_c_m1d": 0.07259110728554607, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011729212380287235, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002651609098251906, "ret_signed_p1d": -0.002651609098251906, "alpha_spy_p1d": -0.006117085438565151, "alpha_c_p1d": -0.006517675300248382, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0038660662019964764, "ret_p1w": -0.09421951644177018, "ret_signed_p1w": -0.09421951644177018, "alpha_spy_p1w": -0.1057116207352552, "alpha_c_p1w": -0.10490031605544592, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01068079961367574, "ret_p1m": -0.2094749608988471, "ret_signed_p1m": -0.2094749608988471, "alpha_spy_p1m": -0.22228521121352784, "alpha_c_p1m": -0.21995929027978023, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.010484329380933133, "ret_p3m": 0.4154145329109855, "ret_signed_p3m": 0.4154145329109855, "alpha_spy_p3m": 0.38761006401045495, "alpha_c_p3m": 0.32763096726269625, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.08778356564828926, "ret_p6m": 0.3614989757568132, "ret_signed_p6m": 0.3614989757568132, "alpha_spy_p6m": 0.3016806835939354, "alpha_c_p6m": 0.24105384763361237, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.12044512812320085, "ret_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": [-0.2185, -0.21, -0.2042, -0.2323, -0.2399, -0.2432, -0.2174, -0.2051, -0.2766, -0.2807, -0.2659, -0.2155, -0.1653, -0.1492, -0.1824, -0.1531, -0.1409, -0.1409, -0.1283, -0.2305, -0.2401, -0.1897, -0.1563, -0.1686, -0.1838, -0.1439, -0.0571, -0.0447, -0.1648, -0.1501, -0.166, -0.1552, -0.1195, -0.0647, -0.1393, -0.1757, -0.1823, -0.169, -0.1531, -0.152, -0.0725, -0.0072, 0.0341, 0.0873, 0.1545, 0.1741, 0.1359, 0.1564, 0.2026, 0.2245, 0.1844, 0.1715, 0.1906, 0.1561, 0.0706, 0.1237, 0.1412, 0.16, 0.1269, 0.1695, 0.0769, 0.1133, 0.0843, 0.0, -0.0027, -0.123, -0.0871, -0.0826, -0.0942, -0.1167, -0.2001, -0.195, -0.2344, -0.2438, -0.2289, -0.3021, -0.2876, -0.2496, -0.247, -0.2588, -0.2588, -0.2551, -0.2864, -0.2593, -0.2095, -0.1273, -0.1328, -0.0886, -0.0555, 0.0168, 0.123, 0.087, -0.0205, -0.0191, -0.0461, 0.0592, 0.2466, 0.3709, 0.3643, 0.3643, 0.3643, 0.2489, 0.2395, 0.2454, 0.2332, 0.2332, 0.3433, 0.3813, 0.5208, 0.4863, 0.4686, 0.4999, 0.5538, 0.5305, 0.6228, 0.6044, 0.7023, 0.7023, 0.5761, 0.5524, 0.5552, 0.5715, 0.4227, 0.5379, 0.5657, 0.5146, 0.4154, 0.3108, 0.4366, 0.2924, 0.1724, 0.2784, 0.3406, 0.2733, 0.2307, 0.1669, 0.1922, 0.1922, 0.2355, 0.3155, 0.3537, 0.2526, 0.2411, 0.2369, 0.2409, 0.2842, 0.2215, 0.2546, 0.2397, 0.2712, 0.2374, 0.2393, 0.2636, 0.2185, 0.2721, 0.2086, 0.2093, 0.2606, 0.3893, 0.2282, 0.2715, 0.1884, 0.2021, 0.1679, 0.2883, 0.1656, 0.0771, 0.0143, 0.1352, 0.1582, 0.1973, 0.1973, 0.1962, 0.1724, 0.2211, 0.1798, 0.2029, 0.2484, 0.2766, 0.301, 0.466, 0.499, 0.5814, 0.5316, 0.5917, 0.4955, 0.4085, 0.4547, 0.3893, 0.3615]}
{"unit_id": "reply:1979221915685343561", "ticker_idx": 0, "ts": "2025-10-17T16:24:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great deal. Loaded on leaps", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses parent's bullish NBIS thesis; bought LEAPS calls on the dip.", "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": "@accounting_ds Great deal. Loaded on leaps", "reply_text": null, "parent_text": "$NBIS is officially under 29B MC\n\nThis is a fire sale, it’s obvious the market doesn’t understand what’s happening here\n\nI scrounged my last dollars and bought more this morning, I feel more convicted than ever\n\nMy average is now $92.6 https://t.co/385TpQwj8h", "quoted_text": null, "parent_author": "accounting_ds", "ret_m1d": 0.08462621886031485, "ret_signed_m1d": 0.08462621886031485, "alpha_spy_m1d": 0.09027038657066255, "alpha_c_m1d": 0.09132539593720712, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.006699177076892271, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039139653965536425, "ret_signed_p1d": -0.039139653965536425, "alpha_spy_p1d": -0.0495401542284597, "alpha_c_p1d": -0.05044989029739333, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011310236331856904, "ret_p1w": 0.033674185583672855, "ret_signed_p1w": 0.033674185583672855, "alpha_spy_p1w": 0.014318082358409034, "alpha_c_p1w": 0.028367087054732343, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.005307098528940513, "ret_p1m": -0.24206627726983898, "ret_signed_p1m": -0.24206627726983898, "alpha_spy_p1m": -0.24399274525224302, "alpha_c_p1m": -0.20935343606860057, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.03271284120123841, "ret_p3m": -0.10102255675101868, "ret_signed_p3m": -0.10102255675101868, "alpha_spy_p3m": -0.14318134206284416, "alpha_c_p3m": -0.11909807781598547, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.018075521064966793, "ret_p6m": 0.3624823186902406, "ret_signed_p6m": 0.3624823186902406, "alpha_spy_p6m": 0.32392572653966667, "alpha_c_p6m": 0.3570942433058115, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.005388075384429092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24206627726983898, "alpha_spy_stated": -0.24399274525224302, "alpha_c_stated": -0.20935343606860057, "price_path": [-0.5503, -0.5427, -0.5402, -0.5472, -0.535, -0.5557, -0.5479, -0.5202, -0.5416, -0.5225, -0.5137, -0.5144, -0.4243, -0.3937, -0.3808, -0.3359, -0.3774, -0.3965, -0.3687, -0.3605, -0.4077, -0.4052, -0.4166, -0.3919, -0.3828, -0.3787, -0.3821, -0.365, -0.3977, -0.3977, -0.4207, -0.4213, -0.4278, -0.4229, -0.4353, -0.1562, -0.1767, -0.2138, -0.203, -0.1982, -0.2117, -0.1707, -0.1703, -0.1246, -0.0603, -0.0497, -0.0019, -0.0485, -0.0506, -0.0284, -0.0103, 0.0191, 0.1096, 0.1282, 0.1014, 0.0376, 0.0755, 0.1693, 0.1423, 0.1941, 0.1297, 0.1092, 0.0846, 0.0, -0.0391, -0.0807, -0.1306, -0.0642, 0.0337, 0.1057, 0.074, 0.1028, 0.0947, 0.1532, 0.062, -0.0256, 0.0314, -0.0353, -0.019, -0.0308, -0.0989, -0.1682, -0.2187, -0.2636, -0.2421, -0.2019, -0.1619, -0.2539, -0.266, -0.1899, -0.2165, -0.1653, -0.1653, -0.1637, -0.1172, -0.1498, -0.128, -0.0938, -0.1358, -0.1156, -0.1501, -0.175, -0.1689, -0.227, -0.2847, -0.2864, -0.3349, -0.3116, -0.2114, -0.1782, -0.2064, -0.1967, -0.1967, -0.2279, -0.2415, -0.2492, -0.2621, -0.2621, -0.2071, -0.1817, -0.1164, -0.1519, -0.1423, -0.1367, -0.0539, -0.0706, -0.101, -0.0842, -0.0415, -0.0415, -0.1247, -0.1284, -0.1462, -0.167, -0.1938, -0.1373, -0.1147, -0.1633, -0.249, -0.2228, -0.2071, -0.2737, -0.3488, -0.241, -0.1812, -0.1908, -0.2189, -0.209, -0.136, -0.136, -0.1403, -0.1026, -0.0514, -0.1368, -0.1131, -0.0957, -0.0645, -0.0755, -0.1961, -0.1977, -0.2348, -0.138, -0.1568, -0.2125, -0.1631, -0.1499, -0.0127, -0.0476, -0.0043, 0.1447, 0.0255, 0.0451, 0.0712, 0.0368, 0.0063, 0.013, 0.0145, -0.0658, -0.1112, -0.1867, -0.0853, -0.1013, -0.0407, -0.0407, -0.0079, 0.0349, 0.1019, 0.2018, 0.2779, 0.3625]}
{"unit_id": "reply:1985391444962504945", "ticker_idx": 0, "ts": "2025-11-03T16:59:41+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends all five names — IREN, CIFR, BITF, WULF, NBIS — as growing for good reasons in a strong sector.", "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": "@RealAdamWy Yeah, none of that works.  Finding a good sector is like finding a good fishing spot. If you throw anything at it, you will make money. Study the sector. All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons.", "reply_text": null, "parent_text": "@DeepValueBagger DVB I admire your success with investing, as a novice where would your recommend starting to get the returns you have gotten over 2024-25? I've tried TA, orderflow, etc... and none of it seems to work. I know companies go up based on there to generate FCF. Anything helps :)", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "reply:1985391444962504945", "ticker_idx": 1, "ts": "2025-11-03T16:59:41+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends all five names — IREN, CIFR, BITF, WULF, NBIS — as growing for good reasons in a strong sector.", "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": "@RealAdamWy Yeah, none of that works.  Finding a good sector is like finding a good fishing spot. If you throw anything at it, you will make money. Study the sector. All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons.", "reply_text": null, "parent_text": "@DeepValueBagger DVB I admire your success with investing, as a novice where would your recommend starting to get the returns you have gotten over 2024-25? I've tried TA, orderflow, etc... and none of it seems to work. I know companies go up based on there to generate FCF. Anything helps :)", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": -0.18057998985149748, "ret_signed_m1d": -0.18057998985149748, "alpha_spy_m1d": -0.17870676553081377, "alpha_c_m1d": -0.17650590329892613, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.004074086552571354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010984182666340936, "ret_signed_p1d": -0.010984182666340936, "alpha_spy_p1d": 0.0008693646936781541, "alpha_c_p1d": 0.015414469331205605, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.02639865199754654, "ret_p1w": -0.13664325918613363, "ret_signed_p1w": -0.13664325918613363, "alpha_spy_p1w": -0.13386278189398026, "alpha_c_p1w": -0.11551110436719125, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.021132154818942372, "ret_p1m": -0.2249560978798345, "ret_signed_p1m": -0.2249560978798345, "alpha_spy_p1m": -0.22230737670215994, "alpha_c_p1m": -0.18318864291642278, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.04176745496341172, "ret_p3m": -0.22231983370199526, "ret_signed_p3m": -0.22231983370199526, "alpha_spy_p3m": -0.24097930934868328, "alpha_c_p3m": -0.19673445649228083, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": -0.025585377209714433, "ret_p6m": -0.24165201865950103, "ret_signed_p6m": -0.24165201865950103, "alpha_spy_p6m": -0.28906954027745524, "alpha_c_p6m": -0.2902161127095446, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.04856409405004358, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2249560978798345, "alpha_spy_stated": -0.22230737670215994, "alpha_c_stated": -0.18318864291642278, "price_path": [-0.7711, -0.786, -0.7913, -0.7909, -0.7926, -0.7847, -0.7663, -0.7711, -0.7342, -0.7469, -0.7386, -0.7408, -0.7197, -0.7083, -0.6872, -0.6929, -0.6916, -0.6643, -0.6643, -0.6344, -0.6437, -0.6749, -0.6696, -0.6608, -0.5949, -0.5496, -0.562, -0.5233, -0.5233, -0.4943, -0.4561, -0.4793, -0.4605, -0.3866, -0.3783, -0.3787, -0.4877, -0.496, -0.4442, -0.4468, -0.4464, -0.3932, -0.3541, -0.326, -0.308, -0.2267, -0.2096, -0.2544, -0.1063, -0.0822, -0.076, -0.1775, -0.1757, -0.1252, -0.2058, -0.2922, -0.2419, -0.0923, -0.0975, -0.123, -0.1393, -0.1621, -0.1806, 0.0, -0.011, 0.0857, -0.0461, -0.0909, -0.1366, -0.1797, -0.2364, -0.344, -0.3691, -0.3695, -0.3594, -0.3576, -0.3603, -0.3783, -0.2658, -0.2302, -0.1586, -0.1586, -0.1059, -0.1349, -0.225, -0.1815, -0.1287, -0.1529, -0.1441, -0.1406, -0.188, -0.1705, -0.2509, -0.3524, -0.3414, -0.3678, -0.3344, -0.2878, -0.2821, -0.301, -0.2873, -0.2873, -0.3326, -0.3374, -0.359, -0.3515, -0.3515, -0.2882, -0.2021, -0.2293, -0.2935, -0.2728, -0.2693, -0.2232, -0.1982, -0.2034, -0.2302, -0.174, -0.174, -0.2127, -0.2214, -0.2359, -0.228, -0.2755, -0.1762, -0.1665, -0.2223, -0.2988, -0.3054, -0.2856, -0.3739, -0.442, -0.3528, -0.2636, -0.2487, -0.2847, -0.2926, -0.2786, -0.2786, -0.3128, -0.3225, -0.3058, -0.3563, -0.3313, -0.2478, -0.2702, -0.2759, -0.3146, -0.3076, -0.3537, -0.2953, -0.3344, -0.4016, -0.3713, -0.3866, -0.3801, -0.3976, -0.3814, -0.3348, -0.337, -0.3554, -0.3568, -0.3844, -0.3458, -0.3462, -0.3023, -0.3695, -0.3961, -0.4721, -0.4345, -0.4446, -0.4367, -0.4367, -0.4134, -0.3844, -0.3225, -0.2812, -0.2737, -0.2197, -0.1894, -0.2091, -0.2381, -0.1489, -0.1525, -0.2074, -0.1459, -0.1788, -0.2004, -0.2021, -0.2417]}
{"unit_id": "reply:1985391444962504945", "ticker_idx": 3, "ts": "2025-11-03T16:59:41+00:00", "symbol": "WULF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends all five names — IREN, CIFR, BITF, WULF, NBIS — as growing for good reasons in a strong sector.", "resolved_tickers": ["WULF"], "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": "@RealAdamWy Yeah, none of that works.  Finding a good sector is like finding a good fishing spot. If you throw anything at it, you will make money. Study the sector. All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons.", "reply_text": null, "parent_text": "@DeepValueBagger DVB I admire your success with investing, as a novice where would your recommend starting to get the returns you have gotten over 2024-25? I've tried TA, orderflow, etc... and none of it seems to work. I know companies go up based on there to generate FCF. Anything helps :)", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": -0.03726710355611518, "ret_signed_m1d": -0.03726710355611518, "alpha_spy_m1d": -0.03539387923543147, "alpha_c_m1d": -0.041485606239398676, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06770187122743332, "ret_signed_p1d": -0.06770187122743332, "alpha_spy_p1d": -0.05584832386741423, "alpha_c_p1d": -0.07287919182963898, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11180125143391739, "ret_signed_p1w": -0.11180125143391739, "alpha_spy_p1w": -0.10902077414176403, "alpha_c_p1w": -0.12752512490430667, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.11677019067680905, "ret_signed_p1m": -0.11677019067680905, "alpha_spy_p1m": -0.11412146949913449, "alpha_c_p1m": -0.13000121159799383, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.09689443370524264, "ret_signed_p3m": -0.09689443370524264, "alpha_spy_p3m": -0.11555390935193066, "alpha_c_p3m": -0.12732894333170042, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": 0.29192538784038025, "ret_signed_p6m": 0.29192538784038025, "alpha_spy_p6m": 0.24450786622242604, "alpha_c_p6m": 0.28907447788145313, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11677019067680905, "alpha_spy_stated": -0.11412146949913449, "alpha_c_stated": -0.13000121159799383, "price_path": [-0.6801, -0.6932, -0.6876, -0.6646, -0.6745, -0.6609, -0.459, -0.4429, -0.4174, -0.4547, -0.4236, -0.4292, -0.4311, -0.4453, -0.4261, -0.4329, -0.4137, -0.413, -0.413, -0.4019, -0.4422, -0.4491, -0.4329, -0.4286, -0.3602, -0.3447, -0.3391, -0.3317, -0.3484, -0.3205, -0.295, -0.3062, -0.318, -0.2863, -0.3019, -0.2919, -0.3186, -0.3273, -0.2795, -0.2907, -0.2876, -0.2807, -0.2596, -0.2565, -0.2484, -0.236, -0.1559, -0.1609, -0.1304, -0.0398, -0.0391, -0.1391, -0.1348, -0.1398, -0.1839, -0.2161, -0.2, -0.1484, -0.1528, -0.0099, -0.0994, -0.0795, -0.0373, 0.0, -0.0677, -0.046, -0.113, -0.1342, -0.1118, -0.2317, -0.2149, -0.2745, -0.3174, -0.3137, -0.2547, -0.2404, -0.282, -0.2988, -0.2155, -0.1342, -0.0783, -0.0783, -0.0366, -0.0497, -0.1168, -0.1037, -0.0621, -0.0994, -0.0708, -0.0317, -0.0211, -0.0168, -0.1099, -0.2242, -0.1932, -0.2814, -0.2677, -0.2224, -0.2255, -0.2286, -0.2354, -0.2354, -0.2702, -0.2907, -0.3075, -0.2863, -0.2863, -0.2087, -0.154, -0.1814, -0.2242, -0.2025, -0.1863, -0.1422, -0.1217, -0.1174, -0.141, -0.1398, -0.1398, -0.172, -0.1851, -0.1994, -0.123, -0.1435, -0.0491, -0.0615, -0.0969, -0.1696, -0.1652, -0.0807, -0.1379, -0.2596, -0.1124, 0.0342, 0.0329, -0.0043, -0.0118, 0.0099, 0.0099, 0.005, -0.0447, -0.0391, -0.0677, -0.0261, 0.0907, 0.113, 0.1106, 0.0075, -0.005, -0.0845, -0.0453, -0.054, -0.146, -0.1398, -0.1087, -0.0547, -0.0888, -0.0888, 0.0193, -0.0037, -0.0497, -0.0224, -0.0621, 0.0056, 0.0075, 0.0472, -0.0466, -0.0752, -0.1491, -0.1037, -0.1006, -0.0758, -0.0758, -0.0342, 0.0292, 0.1211, 0.182, 0.172, 0.2081, 0.3012, 0.2217, 0.1994, 0.282, 0.2733, 0.228, 0.2764, 0.2652, 0.2429, 0.3311, 0.2919]}
{"unit_id": "reply:1985391444962504945", "ticker_idx": 4, "ts": "2025-11-03T16:59:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends all five names — IREN, CIFR, BITF, WULF, NBIS — as growing for good reasons in a strong sector.", "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": "@RealAdamWy Yeah, none of that works.  Finding a good sector is like finding a good fishing spot. If you throw anything at it, you will make money. Study the sector. All of IREN, CIFR, BITF, WULF, NBIS are growing for good reasons.", "reply_text": null, "parent_text": "@DeepValueBagger DVB I admire your success with investing, as a novice where would your recommend starting to get the returns you have gotten over 2024-25? I've tried TA, orderflow, etc... and none of it seems to work. I know companies go up based on there to generate FCF. Anything helps :)", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": 0.08591355523068556, "ret_signed_m1d": 0.08591355523068556, "alpha_spy_m1d": 0.08778677955136927, "alpha_c_m1d": 0.07517314151401289, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.01074041371667267, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08242716198685718, "ret_signed_p1d": -0.08242716198685718, "alpha_spy_p1d": -0.07057361462683809, "alpha_c_p1d": -0.07556039454416452, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.006866767442692656, "ret_p1w": -0.08732467971995872, "ret_signed_p1w": -0.08732467971995872, "alpha_spy_p1w": -0.08454420242780536, "alpha_c_p1w": -0.08459560764377383, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027290720761848908, "ret_p1m": -0.19938577263277246, "ret_signed_p1m": -0.19938577263277246, "alpha_spy_p1m": -0.1967370514550979, "alpha_c_p1m": -0.2138236869377269, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.014437914304954447, "ret_p3m": -0.21216898231591608, "ret_signed_p3m": -0.21216898231591608, "alpha_spy_p3m": -0.2308284579626041, "alpha_c_p3m": -0.2701653729220579, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.05799639060614181, "ret_p6m": 0.12484430259595736, "ret_signed_p6m": 0.12484430259595736, "alpha_spy_p6m": 0.07742678097800315, "alpha_c_p6m": 0.0992672577336371, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.025577044862320264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19938577263277246, "alpha_spy_stated": -0.1967370514550979, "alpha_c_stated": -0.2138236869377269, "price_path": [-0.5427, -0.4579, -0.4291, -0.417, -0.3747, -0.4137, -0.4317, -0.4055, -0.3979, -0.4423, -0.4399, -0.4507, -0.4274, -0.4188, -0.415, -0.4181, -0.402, -0.4329, -0.4329, -0.4545, -0.4551, -0.4612, -0.4565, -0.4682, -0.2054, -0.2248, -0.2596, -0.2495, -0.245, -0.2577, -0.2191, -0.2187, -0.1756, -0.1151, -0.1052, -0.0601, -0.104, -0.106, -0.0851, -0.0681, -0.0403, 0.0448, 0.0623, 0.0371, -0.023, 0.0127, 0.101, 0.0756, 0.1244, 0.0638, 0.0445, 0.0213, -0.0584, -0.0952, -0.1344, -0.1814, -0.1188, -0.0266, 0.0412, 0.0113, 0.0384, 0.0308, 0.0859, 0.0, -0.0824, -0.0288, -0.0916, -0.0763, -0.0873, -0.1515, -0.2167, -0.2643, -0.3065, -0.2863, -0.2484, -0.2108, -0.2974, -0.3089, -0.2372, -0.2622, -0.214, -0.214, -0.2125, -0.1687, -0.1994, -0.1789, -0.1467, -0.1862, -0.1672, -0.1997, -0.2231, -0.2174, -0.2721, -0.3265, -0.328, -0.3737, -0.3518, -0.2574, -0.2261, -0.2527, -0.2435, -0.2435, -0.2729, -0.2858, -0.293, -0.3052, -0.3052, -0.2533, -0.2294, -0.1679, -0.2014, -0.1923, -0.1871, -0.1091, -0.1248, -0.1535, -0.1377, -0.0975, -0.0975, -0.1758, -0.1793, -0.1961, -0.2156, -0.2408, -0.1876, -0.1663, -0.2122, -0.2929, -0.2682, -0.2533, -0.3161, -0.3868, -0.2853, -0.229, -0.2381, -0.2645, -0.2552, -0.1864, -0.1864, -0.1905, -0.155, -0.1067, -0.1872, -0.1649, -0.1485, -0.1191, -0.1294, -0.243, -0.2445, -0.2795, -0.1883, -0.206, -0.2585, -0.2119, -0.1996, -0.0703, -0.1032, -0.0624, 0.0779, -0.0344, -0.0159, 0.0087, -0.0237, -0.0525, -0.0462, -0.0447, -0.1204, -0.1631, -0.2342, -0.1387, -0.1537, -0.0967, -0.0967, -0.0658, -0.0255, 0.0376, 0.1317, 0.2034, 0.283, 0.3442, 0.3843, 0.3725, 0.3044, 0.3212, 0.2995, 0.2961, 0.3039, 0.2215, 0.2033, 0.1248]}
{"unit_id": "reply:1977030899675144692", "ticker_idx": 0, "ts": "2025-10-11T15:17:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "No. It's a long term position.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Still holding Intel as a long-term position; not selling.", "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": "reply_other", "lang": "en", "tweet_text": "@tradermcd No. It's a long term position.", "reply_text": null, "parent_text": "@DeepValueBagger @DeepValueBagger did you sell your Intel?", "quoted_text": null, "parent_author": "tradermcd", "ret_m1d": -0.022837245054832422, "ret_signed_m1d": -0.022837245054832422, "alpha_spy_m1d": -0.007725010826943102, "alpha_c_m1d": 0.01957627891989766, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.04241352397473008, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04271897099518296, "ret_signed_p1d": -0.04271897099518296, "alpha_spy_p1d": -0.04149732470754164, "alpha_c_p1d": -0.024323156249373756, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": -0.018395814745809203, "ret_p1w": 0.023643128010659042, "ret_signed_p1w": 0.023643128010659042, "alpha_spy_p1w": 0.011185343120275748, "alpha_c_p1w": 0.0016563432560359193, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.021986784754623123, "ret_p1m": 0.01773239725325415, "ret_signed_p1m": 0.01773239725325415, "alpha_spy_p1m": -0.012371317379380464, "alpha_c_p1m": -0.015527369880621311, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.03325976713387546, "ret_p3m": 0.10451368248437021, "ret_signed_p3m": 0.10451368248437021, "alpha_spy_p3m": 0.0615186386816402, "alpha_c_p3m": -0.01442451704251635, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.11893819952688656, "ret_p6m": 0.421547504355847, "ret_signed_p6m": 0.421547504355847, "alpha_spy_p6m": 0.4216477458078036, "alpha_c_p6m": 0.2408430709035836, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": 0.1807044334522634, "ret_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": [-0.3904, -0.3874, -0.3794, -0.3751, -0.3756, -0.3689, -0.392, -0.4438, -0.4444, -0.4516, -0.4535, -0.468, -0.4812, -0.4761, -0.4575, -0.4516, -0.4688, -0.464, -0.4452, -0.414, -0.403, -0.3589, -0.3401, -0.3643, -0.32, -0.3675, -0.3686, -0.3337, -0.3404, -0.3458, -0.3323, -0.3302, -0.3458, -0.3458, -0.3495, -0.3552, -0.3388, -0.342, -0.3423, -0.3434, -0.3345, -0.3388, -0.353, -0.3345, -0.3211, -0.331, -0.1787, -0.2053, -0.2273, -0.2117, -0.1612, -0.0868, -0.0462, -0.0736, -0.0986, -0.0344, 0.0021, -0.0105, -0.0169, -0.0013, 0.0056, 0.0156, -0.0228, 0.0, -0.0427, -0.0019, -0.0102, -0.0056, 0.0236, 0.0242, -0.0081, 0.0253, 0.0285, 0.0623, 0.1158, 0.1107, 0.079, 0.0744, 0.0613, -0.0051, 0.0312, 0.0005, 0.0244, 0.033, 0.0177, 0.018, -0.0352, -0.0457, -0.0674, -0.0776, -0.0567, -0.0967, -0.0731, -0.0384, -0.0373, -0.011, -0.011, 0.0897, 0.075, 0.1679, 0.1757, 0.0881, 0.1126, 0.0828, 0.0881, 0.0956, 0.0615, 0.0159, 0.0078, 0.0024, -0.0314, -0.0253, -0.0107, -0.0228, -0.0234, -0.0285, -0.0285, -0.0274, -0.0145, 0.0021, -0.0086, -0.0086, 0.058, 0.0578, 0.0758, 0.1454, 0.1045, 0.2238, 0.1838, 0.2706, 0.309, 0.2982, 0.2617, 0.2617, 0.3047, 0.4575, 0.4594, 0.2109, 0.1416, 0.1803, 0.3106, 0.3074, 0.2485, 0.3114, 0.3232, 0.3057, 0.2961, 0.3592, 0.3498, 0.2663, 0.2974, 0.2488, 0.2571, 0.2571, 0.2407, 0.2214, 0.1988, 0.1851, 0.1722, 0.2391, 0.2595, 0.2214, 0.2254, 0.2225, 0.158, 0.2246, 0.2346, 0.1666, 0.2246, 0.2569, 0.2891, 0.2157, 0.2297, 0.2294, 0.1838, 0.2098, 0.2407, 0.1787, 0.1824, 0.1838, 0.2676, 0.1848, 0.1588, 0.1067, 0.1857, 0.2904, 0.3536, 0.3536, 0.3643, 0.4215]}
{"unit_id": "quote:1980315156006748610", "ticker_idx": 0, "ts": "2025-10-20T16:48:20+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's not a high quality company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rejects DUOL as a value buy; calls it not a high-quality company, implying bearish stance against the FinX consensus.", "resolved_tickers": ["DUOL"], "resolution_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": "A lot quantitative FinX guru pitching $DUOL as the next value buy, after they pitched you $PYPL all year long. \n\nI'm here to tell you, it's not a high quality company. https://t.co/mQ2no0KHdm", "reply_text": null, "parent_text": null, "quoted_text": "Three analyst updates on $DUOL this morning\n\nJP Morgan sticks to their buy rating\nCiti sticks to their buy rating\nUBS sticks to their buy rating\n\nAll of them adjusted the price target down, mostly following price action\n\nThe stock is -4% on three reiterated buy ratings 🤦‍♂️", "parent_author": null, "ret_m1d": 0.03610135781895685, "ret_signed_m1d": -0.03610135781895685, "alpha_spy_m1d": -0.04639480112209948, "alpha_c_m1d": -0.04639480112209948, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010293443303142635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015604432557794201, "ret_signed_p1d": -0.015604432557794201, "alpha_spy_p1d": -0.015619375436577432, "alpha_c_p1d": -0.015619375436577432, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.01918587851890652, "ret_signed_p1w": 0.01918587851890652, "alpha_spy_p1w": 0.03995152962597226, "alpha_c_p1w": 0.03995152962597226, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.43897294540141696, "ret_signed_p1m": 0.43897294540141696, "alpha_spy_p1m": 0.42225910629716834, "alpha_c_p1m": 0.42225910629716834, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.5062194457068074, "ret_signed_p3m": 0.5062194457068074, "alpha_spy_p3m": 0.5404597231639805, "alpha_c_p3m": 0.5404597231639805, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.7075432613710007, "ret_signed_p6m": 0.7075432613710007, "alpha_spy_p6m": 0.7479339543960499, "alpha_c_p6m": 0.7479339543960499, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.040390693025049274, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43897294540141696, "alpha_spy_stated": 0.42225910629716834, "alpha_c_stated": 0.42225910629716834, "price_path": [0.1505, 0.1542, 0.1642, 0.0888, 0.0671, 0.0915, 0.1081, 0.084, 0.1267, 0.0882, 0.0987, 0.2498, 0.1842, 0.0891, 0.0326, 0.0486, 0.0548, 0.0454, 0.1805, 0.0893, 0.0836, 0.1049, 0.0612, 0.0279, 0.0105, 0.0166, 0.0321, -0.0475, -0.0475, -0.0727, -0.0966, -0.128, -0.1329, -0.1325, -0.1255, -0.0858, -0.0108, -0.0154, -0.0883, -0.1023, -0.1073, -0.0737, -0.0698, -0.0108, -0.0423, -0.037, 0.0024, 0.0437, 0.0513, 0.0291, -0.0288, 0.0009, 0.0317, 0.0242, 0.0232, 0.1104, 0.0782, 0.0392, 0.0552, 0.0635, 0.0907, 0.057, 0.0361, 0.0, 0.0156, -0.0165, 0.0023, -0.0023, -0.0192, -0.0603, -0.1278, -0.1596, -0.1346, -0.1528, -0.1621, -0.1685, -0.3805, -0.3566, -0.3835, -0.3768, -0.4034, -0.4035, -0.4082, -0.43, -0.439, -0.4421, -0.4628, -0.4475, -0.4485, -0.438, -0.3975, -0.3975, -0.3879, -0.407, -0.4161, -0.4073, -0.3976, -0.3613, -0.3351, -0.3314, -0.3687, -0.3574, -0.3724, -0.4053, -0.4028, -0.4118, -0.4152, -0.4054, -0.4073, -0.4268, -0.4222, -0.4222, -0.4191, -0.4239, -0.4336, -0.4388, -0.4388, -0.4357, -0.408, -0.4278, -0.4363, -0.444, -0.4351, -0.4828, -0.4698, -0.5003, -0.5062, -0.5198, -0.5198, -0.5249, -0.5306, -0.5085, -0.5012, -0.5154, -0.5329, -0.5434, -0.554, -0.5713, -0.5781, -0.6154, -0.6262, -0.6344, -0.6182, -0.6198, -0.614, -0.6505, -0.6417, -0.64, -0.64, -0.6416, -0.6404, -0.6447, -0.6389, -0.6606, -0.6501, -0.643, -0.6244, -0.677, -0.6776, -0.6751, -0.6925, -0.6753, -0.6741, -0.6789, -0.6956, -0.684, -0.6965, -0.6854, -0.674, -0.6663, -0.6801, -0.6815, -0.6865, -0.681, -0.6877, -0.683, -0.6863, -0.6951, -0.699, -0.6848, -0.6924, -0.6913, -0.6913, -0.6822, -0.6921, -0.7088, -0.7105, -0.7121, -0.7009, -0.7075]}
{"unit_id": "reply:1978067922258895082", "ticker_idx": 0, "ts": "2025-10-14T11:58:38+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm bullish too. I have a lot of eth. My thesis is this. $eth is hella difficult to predict... Buy something with revenue, narrative easier to predict while waiting eth to move up.", "tweet_type": "prediction", "timeline": "months", "summary": "Long ETH; author holds a large ETH position and is bullish on it going into EOY.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@otium33 @BitMNR @fundstrat I'm bullish too. I have a lot of eth.\n\n My thesis is this.\n\n$eth is hella difficult to predict\n$bmnr is way hella difficult to predict.\n\nBuy something with revenue, narrative easier to predict while waiting eth to move up.", "reply_text": null, "parent_text": "@DeepValueBagger @BitMNR @fundstrat im bullish $ETH going into EOY and this is my vehicle haha. \n\nhold more ai infra between $IREN and $CIFR. \n\nplus selling CC is good money on $BMNR and i don't stress if they get called.", "quoted_text": null, "parent_author": "otium33", "ret_m1d": 0.029101496015312867, "ret_signed_m1d": 0.029101496015312867, "alpha_spy_m1d": 0.02787835548258033, "alpha_c_m1d": 0.02787835548258033, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": 0.0012231405327325362, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03343972264134598, "ret_signed_p1d": -0.03343972264134598, "alpha_spy_p1d": -0.03787925255095137, "alpha_c_p1d": -0.03787925255095137, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.0602722692003782, "ret_signed_p1w": -0.0602722692003782, "alpha_spy_p1w": -0.07395328470625395, "alpha_c_p1w": -0.07395328470625395, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": -0.1726658700290833, "ret_signed_p1m": -0.1726658700290833, "alpha_spy_p1m": -0.2046033870816808, "alpha_c_p1m": -0.2046033870816808, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.03193751705259751, "ret_p3m": -0.2526693000841298, "ret_signed_p3m": -0.2526693000841298, "alpha_spy_p3m": -0.3038462359767715, "alpha_c_p3m": -0.3038462359767715, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.4690626315268692, "ret_signed_p6m": -0.4690626315268692, "alpha_spy_p6m": -0.49568364121906383, "alpha_c_p6m": -0.49568364121906383, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": 0.026621009692194608, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1726658700290833, "alpha_spy_stated": -0.2046033870816808, "alpha_c_stated": -0.2046033870816808, "price_path": [-0.1572, -0.1397, -0.0878, -0.0912, -0.1202, -0.1012, -0.0965, -0.0819, -0.0805, -0.0769, -0.1039, -0.1544, -0.0985, -0.1245, -0.107, -0.0512, -0.028, 0.0246, 0.1128, 0.1529, 0.1025, 0.0763, 0.0454, -0.0126, 0.0507, 0.0237, 0.1711, 0.06, 0.1151, 0.0916, 0.0925, 0.0569, 0.0458, 0.0485, 0.0788, 0.042, 0.044, 0.0443, 0.0445, 0.0542, 0.0814, 0.143, 0.0973, 0.0917, 0.1133, 0.1126, 0.0838, 0.0188, 0.0097, 0.0068, -0.0623, -0.0217, 0.0223, 0.005, 0.0547, 0.0879, 0.0944, 0.1363, 0.079, 0.0975, 0.0591, -0.0685, 0.0291, 0.0, -0.0334, -0.0559, -0.071, -0.0351, -0.0603, -0.0769, -0.0653, -0.0463, -0.0013, -0.0347, -0.0538, -0.0778, -0.0675, -0.1268, -0.2019, -0.1697, -0.1971, -0.1673, -0.135, -0.1721, -0.1727, -0.2164, -0.2476, -0.2669, -0.243, -0.2672, -0.3136, -0.3296, -0.2843, -0.283, -0.2661, -0.2693, -0.265, -0.3212, -0.2733, -0.2264, -0.2402, -0.2669, -0.2425, -0.195, -0.1939, -0.2153, -0.2524, -0.2815, -0.2815, -0.3137, -0.3147, -0.2781, -0.2713, -0.2817, -0.286, -0.2962, -0.2908, -0.2887, -0.2797, -0.2808, -0.2727, -0.2426, -0.218, -0.2011, -0.2324, -0.2475, -0.2527, -0.2504, -0.1947, -0.1868, -0.1959, -0.2012, -0.2276, -0.2884, -0.2779, -0.285, -0.2841, -0.2906, -0.2674, -0.2712, -0.3169, -0.3449, -0.4317, -0.46, -0.4804, -0.5584, -0.4998, -0.4901, -0.5105, -0.5296, -0.5281, -0.5034, -0.5157, -0.5171, -0.5264, -0.5278, -0.5227, -0.5502, -0.5508, -0.502, -0.5087, -0.532, -0.5086, -0.5194, -0.4845, -0.4978, -0.5204, -0.5169, -0.5062, -0.5027, -0.4975, -0.4928, -0.4301, -0.4381, -0.4658, -0.4819, -0.4797, -0.4783, -0.4775, -0.4745, -0.5008, -0.5173, -0.5095, -0.4898, -0.4816, -0.5014, -0.5023, -0.4891, -0.4566, -0.4691]}
{"unit_id": "orig:1975913680542863476", "ticker_idx": 0, "ts": "2025-10-08T13:18:26+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "do you want to pay $5000 extra to get the latest tech and convenience from Tesla? $TSLA, easy choice for me", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: argues Tesla's real price premium vs Honda Civic is only ~$5K, making it an easy buy.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "If anyone has been to a dealer, you know the $24,595 price for a Civic Sedan is a lie. It's a hook for the \"bare minimum\" MSRP car. But when you get to a dealer, they add on things like hubcaps, trimming, you name it, and inflate the price much higher. You ask for the \"bare minimum\" - and they say there's not a single car in the lot.  Realistically the car you pay pre-tax, pre-fees is $29,400.  \n\nSo you should consider, do you want to pay $5000 extra to get the latest tech and convenience from Tesla? $TSLA, easy choice for me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012765292284643737, "ret_signed_m1d": -0.012765292284643737, "alpha_spy_m1d": -0.0068375842656117625, "alpha_c_m1d": -0.009804196904022677, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.0029610953806210594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007180455170972544, "ret_signed_p1d": -0.007180455170972544, "alpha_spy_p1d": -0.004283480446039323, "alpha_c_p1d": -0.0021888906760139104, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.0049915644949586335, "ret_p1w": -0.00806949902031262, "ret_signed_p1w": -0.00806949902031262, "alpha_spy_p1w": 0.0037264890820317698, "alpha_c_p1w": -0.0008359771505304092, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.007233521869782211, "ret_p1m": 0.016458093825987063, "ret_signed_p1m": 0.016458093825987063, "alpha_spy_p1m": 0.020617866471161927, "alpha_c_p1m": 0.020307543794176208, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.0038494499681891448, "ret_p3m": 0.029588116697648603, "ret_signed_p3m": 0.029588116697648603, "alpha_spy_p3m": 0.004863809748520742, "alpha_c_p3m": 0.009804646391522454, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.01978347030612615, "ret_p6m": -0.17803005691689333, "ret_signed_p6m": -0.17803005691689333, "alpha_spy_p6m": -0.15790602075801152, "alpha_c_p6m": -0.09665960779426763, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.0813704491226257, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.016458093825987063, "alpha_spy_stated": 0.020617866471161927, "alpha_c_stated": 0.020307543794176208, "price_path": [-0.2853, -0.2776, -0.2916, -0.2667, -0.2719, -0.2486, -0.2512, -0.243, -0.2419, -0.3041, -0.2795, -0.2578, -0.2678, -0.2727, -0.2973, -0.3102, -0.295, -0.2963, -0.2708, -0.2654, -0.2486, -0.2272, -0.2231, -0.2264, -0.235, -0.2465, -0.236, -0.2493, -0.2617, -0.2703, -0.2249, -0.2099, -0.1984, -0.2031, -0.2113, -0.2389, -0.2389, -0.2492, -0.2384, -0.2283, -0.2003, -0.2104, -0.2091, -0.2072, -0.1593, -0.0974, -0.0653, -0.0389, -0.0292, -0.0498, -0.0288, -0.0102, -0.0293, 0.0093, -0.0349, 0.0039, 0.0103, 0.0137, 0.0473, -0.0061, -0.0202, 0.0332, -0.0128, 0.0, -0.0072, -0.0574, -0.0064, -0.0215, -0.0081, -0.0227, 0.0014, 0.0199, 0.0089, 0.0006, 0.0235, -0.0113, 0.0313, 0.0498, 0.052, 0.0032, 0.0407, 0.0677, 0.0127, 0.0533, 0.0165, -0.0209, 0.0149, 0.0021, -0.0184, -0.0837, -0.0783, -0.0679, -0.0853, -0.0791, -0.0991, -0.1085, -0.0477, -0.044, -0.0276, -0.0276, -0.0194, -0.0195, -0.0215, 0.0184, 0.0361, 0.0372, 0.002, 0.0148, 0.0291, 0.0187, 0.0462, 0.0835, 0.1167, 0.0651, 0.1018, 0.0969, 0.1141, 0.1068, 0.1065, 0.1065, 0.0832, 0.0478, 0.0359, 0.0251, 0.0251, -0.0014, 0.0296, -0.0131, -0.0166, -0.0066, 0.0144, 0.0234, 0.0194, 0.0012, -0.0003, -0.0027, -0.0027, -0.0443, -0.0165, 0.0243, 0.0236, -0.008, -0.0178, -0.0165, -0.0504, -0.0189, -0.0385, -0.0381, -0.0745, -0.0946, -0.0629, -0.0487, -0.0307, -0.0238, -0.0493, -0.0484, -0.0484, -0.064, -0.0624, -0.0615, -0.0613, -0.0886, -0.0668, -0.0485, -0.0686, -0.0825, -0.0806, -0.1055, -0.0747, -0.0755, -0.0956, -0.0912, -0.0899, -0.0704, -0.0996, -0.1083, -0.0983, -0.0899, -0.1047, -0.1331, -0.1612, -0.1318, -0.1269, -0.1202, -0.1518, -0.1752, -0.1901, -0.1526, -0.1309, -0.178]}
{"unit_id": "reply:1984046053788885252", "ticker_idx": 0, "ts": "2025-10-30T23:53:35+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Do i have IREN in my roth? yes.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds IREN in his Roth IRA; confirms ongoing long 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": "reply_other", "lang": "en", "tweet_text": "@Stihzz nfa, you have find your own conviction. \n\nDo i have IREN in my roth? yes.", "reply_text": null, "parent_text": "@DeepValueBagger DVB, been thinking of starting an $IREN position in my Roth but concerned about the run up these past three months. Thoughts?", "quoted_text": null, "parent_author": "Stihzz", "ret_m1d": -0.0416460704411008, "ret_signed_m1d": -0.0416460704411008, "alpha_spy_m1d": -0.03837657303113717, "alpha_c_m1d": -0.038972879252302306, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.002673191188798496, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11522633744855959, "ret_signed_p1d": 0.11522633744855959, "alpha_spy_p1d": 0.1133495975730976, "alpha_c_p1d": 0.11942711912307713, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": -0.00420078167451754, "ret_p1w": 0.02683129330230849, "ret_signed_p1w": 0.02683129330230849, "alpha_spy_p1w": 0.043090898398343014, "alpha_c_p1w": 0.019002309117909455, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": 0.007828984184399035, "ret_p1m": -0.20181067195939428, "ret_signed_p1m": -0.20181067195939428, "alpha_spy_p1m": -0.19918630388162073, "alpha_c_p1m": -0.21174012071002013, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": 0.009929448750625847, "ret_p3m": 0.03604936011043591, "ret_signed_p3m": 0.03604936011043591, "alpha_spy_p3m": 0.013448900615941284, "alpha_c_p3m": 0.020673994875561208, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.015375365234874705, "ret_p6m": -0.2039506072370113, "ret_signed_p6m": -0.2039506072370113, "alpha_spy_p6m": -0.258465118541617, "alpha_c_p6m": -0.20181843921459175, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": -0.002132168022419556, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20181067195939428, "alpha_spy_stated": -0.19918630388162073, "alpha_c_stated": -0.21174012071002013, "price_path": [-0.7292, -0.6984, -0.6943, -0.6963, -0.7042, -0.7065, -0.7081, -0.6859, -0.6759, -0.6592, -0.6917, -0.6747, -0.6775, -0.6472, -0.6194, -0.6216, -0.632, -0.6207, -0.5641, -0.5641, -0.5208, -0.5356, -0.5699, -0.5695, -0.5689, -0.503, -0.4464, -0.4593, -0.441, -0.3886, -0.4, -0.3761, -0.4021, -0.364, -0.3103, -0.3124, -0.224, -0.238, -0.3109, -0.244, -0.2275, -0.225, -0.226, -0.1694, -0.0494, 0.0153, -0.0109, 0.051, -0.0161, 0.0558, 0.145, 0.119, 0.0178, -0.0005, -0.0252, -0.0914, -0.1468, -0.0805, 0.0354, 0.0698, 0.0275, -0.0054, -0.0416, 0.0, 0.1152, 0.0968, 0.2578, 0.1022, 0.0268, -0.0095, -0.0555, -0.0831, -0.1992, -0.2367, -0.2196, -0.1959, -0.2456, -0.2844, -0.3044, -0.2018, -0.2186, -0.2025, -0.2025, -0.213, -0.2018, -0.3231, -0.2764, -0.2354, -0.264, -0.2372, -0.229, -0.277, -0.2767, -0.3394, -0.416, -0.3977, -0.444, -0.4107, -0.3429, -0.308, -0.3075, -0.309, -0.309, -0.3366, -0.3513, -0.3695, -0.3783, -0.3783, -0.2971, -0.2059, -0.2443, -0.2819, -0.2481, -0.2423, -0.1715, -0.1277, -0.1295, -0.1458, -0.0482, -0.0482, -0.1068, -0.1197, -0.1398, -0.067, -0.1381, -0.0125, 0.036, -0.015, -0.1154, -0.1263, -0.1047, -0.2602, -0.345, -0.3114, -0.2403, -0.2933, -0.2976, -0.3411, -0.305, -0.305, -0.3256, -0.3073, -0.2874, -0.3419, -0.3027, -0.2519, -0.2752, -0.2718, -0.3259, -0.3187, -0.3605, -0.2784, -0.3395, -0.3959, -0.3607, -0.3725, -0.309, -0.319, -0.3156, -0.2602, -0.2928, -0.3052, -0.3142, -0.3203, -0.306, -0.3231, -0.318, -0.3835, -0.4224, -0.4795, -0.4357, -0.4388, -0.4277, -0.4277, -0.4217, -0.4117, -0.3937, -0.39, -0.3528, -0.291, -0.2202, -0.1964, -0.2148, -0.2079, -0.198, -0.2565, -0.2035, -0.1437, -0.1664, -0.204]}
{"unit_id": "orig:1975329742724472962", "ticker_idx": 0, "ts": "2025-10-06T22:38:05+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been quietly buying more $iren at excruciating higher price", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to IREN long position, growing from 12,000 to 15,000 shares despite higher prices.", "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 been quietly buying more $iren at excruciating higher price. But i justify by my option selling income.\n\n12,000 shares (before)\n⬇️\n15,000 shares (now) https://t.co/bDc9CM0REt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23881328281539504, "alpha_spy_stated": 0.2261696926100547, "alpha_c_stated": 0.2605726478603828, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "orig:1980310323912495123", "ticker_idx": 0, "ts": "2025-10-20T16:29:08+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a bullish signal!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD: near-full server capacity signals very active user base, a positive demand indicator for the platform.", "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": "I see $HOOD people are confusing themselves as a shareholder vs the user.\n\nDespite downtime, there are issues with loading and executions. It's spotty but if you try multiple it works. As a user, of course this is not ideal.\n\nAs a shareholder, Robinhood is maintaining general availability.  The lag comes from under-capacity with some region/servers being down.  What this means: the extra capacity availability between the user demand vs server capacity is very small. You can infer that Robinhood users have a very active user base and their system are operating at almost full capacity, such that small portion system down affect it.  \n\nI have worked in 300M user base platform and understand the engineering challenge to constant adding and scaling systems.  The engineering team is probably working hard to keep up with the demand. \n\nThis is a bullish signal!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04337260130549159, "ret_signed_m1d": -0.04337260130549159, "alpha_spy_m1d": -0.03307915800234895, "alpha_c_m1d": -0.03181742335961313, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029160578975524043, "ret_signed_p1d": -0.029160578975524043, "alpha_spy_p1d": -0.029145636096740812, "alpha_c_p1d": -0.0280240196833198, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.07407950907600158, "ret_signed_p1w": 0.07407950907600158, "alpha_spy_p1w": 0.05331385796893584, "alpha_c_p1w": 0.06385025601905281, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.15832105682505504, "ret_signed_p1m": -0.15832105682505504, "alpha_spy_p1m": -0.14160721772080642, "alpha_c_p1m": -0.13142199929375342, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.18740798236902023, "ret_signed_p3m": -0.18740798236902023, "alpha_spy_p3m": -0.2216482598261933, "alpha_c_p3m": -0.22093754205341387, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.41759945095327544, "ret_signed_p6m": -0.41759945095327544, "alpha_spy_p6m": -0.4579901439783247, "alpha_c_p6m": -0.40695482237535185, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15832105682505504, "alpha_spy_stated": -0.14160721772080642, "alpha_c_stated": -0.13142199929375342, "price_path": [-0.2483, -0.2494, -0.2279, -0.2138, -0.2392, -0.2187, -0.2412, -0.2644, -0.2167, -0.2234, -0.222, -0.1809, -0.1559, -0.1633, -0.1599, -0.2001, -0.1848, -0.1593, -0.153, -0.2084, -0.2243, -0.2172, -0.195, -0.2052, -0.1988, -0.2421, -0.2365, -0.2339, -0.2339, -0.2574, -0.2576, -0.2422, -0.2544, -0.1364, -0.1274, -0.1351, -0.1329, -0.1529, -0.1544, -0.1356, -0.1264, -0.1096, -0.0811, -0.0803, -0.0707, -0.0663, -0.0968, -0.1032, 0.0068, 0.0543, 0.0246, 0.0729, 0.0948, 0.0623, 0.0677, 0.111, 0.1227, 0.0233, 0.0359, -0.0063, -0.0122, -0.0321, -0.0434, 0.0, -0.0292, -0.0632, -0.0108, 0.0294, 0.0741, 0.077, 0.0663, 0.0167, 0.0809, 0.0831, 0.0074, 0.0492, -0.0642, -0.0401, 0.0006, -0.0285, -0.0208, -0.1051, -0.0979, -0.146, -0.1583, -0.1299, -0.2179, -0.2099, -0.1534, -0.149, -0.056, -0.056, -0.0538, -0.0925, -0.0725, -0.0159, 0.0094, -0.0284, 0.0046, -0.0007, -0.001, -0.0915, -0.12, -0.1513, -0.1208, -0.1473, -0.1373, -0.1064, -0.0989, -0.1146, -0.1131, -0.1131, -0.1301, -0.1353, -0.1499, -0.1672, -0.1672, -0.1516, -0.0925, -0.1038, -0.1387, -0.1503, -0.1512, -0.1346, -0.1146, -0.1188, -0.1874, -0.1993, -0.1993, -0.2211, -0.22, -0.2176, -0.2122, -0.2121, -0.225, -0.2386, -0.2545, -0.2675, -0.3379, -0.3588, -0.4063, -0.4648, -0.3901, -0.3626, -0.3697, -0.4258, -0.4763, -0.4406, -0.4406, -0.4445, -0.4462, -0.4429, -0.4395, -0.4714, -0.4596, -0.4291, -0.4149, -0.4415, -0.4199, -0.4398, -0.3946, -0.4068, -0.4323, -0.4157, -0.4217, -0.4205, -0.4395, -0.4596, -0.4454, -0.4304, -0.4485, -0.4539, -0.478, -0.4662, -0.4913, -0.4658, -0.482, -0.5138, -0.5202, -0.4897, -0.4837, -0.4926, -0.4926, -0.4862, -0.4871, -0.4711, -0.4837, -0.4905, -0.4722, -0.4176]}
{"unit_id": "quote:1985708848871526649", "ticker_idx": 0, "ts": "2025-11-04T14:00:56+00:00", "symbol": "WGMI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you keep asking me, what about x miner company? I'm going to redirect you to this ETF. $WGMI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Endorses WGMI ETF as the go-to AI datacenter/Bitcoin miner play; singles out IREN as the only individual miner worth picking.", "resolved_tickers": ["WGMI"], "resolution_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": "If you keep asking me, what about x miner company? I'm going to redirect you to this ETF. $WGMI (We're going to make it) https://t.co/EOZgHNhblD", "reply_text": null, "parent_text": null, "quoted_text": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "parent_author": null, "ret_m1d": 0.05167694265453715, "ret_signed_m1d": 0.05167694265453715, "alpha_spy_m1d": 0.0396812032291205, "alpha_c_m1d": 0.0396812032291205, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0639972923742933, "ret_signed_p1d": 0.0639972923742933, "alpha_spy_p1d": 0.06053181603398006, "alpha_c_p1d": 0.06053181603398006, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": -0.14356604357984937, "ret_signed_p1w": -0.14356604357984937, "alpha_spy_p1w": -0.15505814787333438, "alpha_c_p1w": -0.15505814787333438, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.22193699025992353, "ret_signed_p1m": -0.22193699025992353, "alpha_spy_p1m": -0.23474724057460428, "alpha_c_p1m": -0.23474724057460428, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.22895273045579567, "ret_signed_p3m": -0.22895273045579567, "alpha_spy_p3m": -0.25675719935632624, "alpha_c_p3m": -0.25675719935632624, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.22347703397489316, "ret_signed_p6m": -0.22347703397489316, "alpha_spy_p6m": -0.283295326137771, "alpha_c_p6m": -0.283295326137771, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22193699025992353, "alpha_spy_stated": -0.23474724057460428, "alpha_c_stated": -0.23474724057460428, "price_path": [-0.5659, -0.5729, -0.5712, -0.5652, -0.5637, -0.5385, -0.5431, -0.5159, -0.5448, -0.5334, -0.54, -0.5159, -0.5104, -0.4971, -0.4985, -0.4923, -0.476, -0.476, -0.4586, -0.4747, -0.5009, -0.4961, -0.492, -0.4331, -0.3927, -0.3896, -0.3614, -0.3373, -0.3179, -0.2959, -0.2967, -0.2888, -0.2476, -0.2659, -0.23, -0.2786, -0.3051, -0.2435, -0.243, -0.2288, -0.2045, -0.1754, -0.1052, -0.0866, -0.0524, -0.0149, -0.053, 0.0414, 0.0915, 0.1277, 0.0152, -0.0036, 0.0228, -0.0416, -0.1218, -0.0756, 0.0204, 0.0411, 0.0178, 0.0036, -0.0296, -0.018, 0.0517, 0.0, 0.064, -0.0323, -0.0573, -0.0832, -0.1436, -0.1833, -0.2818, -0.3063, -0.2998, -0.2842, -0.3087, -0.3368, -0.3491, -0.2621, -0.2531, -0.2108, -0.2108, -0.1713, -0.1913, -0.2526, -0.2219, -0.1908, -0.2209, -0.2055, -0.1884, -0.2144, -0.207, -0.2687, -0.351, -0.3436, -0.3753, -0.3585, -0.2967, -0.2782, -0.2897, -0.2846, -0.2846, -0.3198, -0.3263, -0.3451, -0.3451, -0.3451, -0.2805, -0.2136, -0.2302, -0.2588, -0.2385, -0.2296, -0.1867, -0.1638, -0.1626, -0.179, -0.1263, -0.1263, -0.1751, -0.1802, -0.197, -0.1591, -0.2029, -0.129, -0.121, -0.166, -0.229, -0.2396, -0.2248, -0.3106, -0.3972, -0.3082, -0.25, -0.2707, -0.2875, -0.3138, -0.2926, -0.2926, -0.3155, -0.3149, -0.3037, -0.3353, -0.3196, -0.2692, -0.2755, -0.2784, -0.3176, -0.3082, -0.3518, -0.295, -0.3284, -0.3828, -0.3612, -0.3607, -0.334, -0.3504, -0.3451, -0.3078, -0.3133, -0.3309, -0.3309, -0.3552, -0.3258, -0.3349, -0.3104, -0.3655, -0.3978, -0.4468, -0.4042, -0.4035, -0.3881, -0.3881, -0.372, -0.3571, -0.3068, -0.2923, -0.2781, -0.2358, -0.1867, -0.1906, -0.2029, -0.1603, -0.1542, -0.1875, -0.1431, -0.1413, -0.1509, -0.1605, -0.2029, -0.2235]}
{"unit_id": "quote:1985708848871526649", "ticker_idx": 1, "ts": "2025-11-04T14:00:56+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 so tired of picking winners outside of $IREN", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Endorses WGMI ETF as the go-to AI datacenter/Bitcoin miner play; singles out IREN as the only individual miner worth picking.", "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": "If you keep asking me, what about x miner company? I'm going to redirect you to this ETF. $WGMI (We're going to make it) https://t.co/EOZgHNhblD", "reply_text": null, "parent_text": null, "quoted_text": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "reply:1971894099927355899", "ticker_idx": 0, "ts": "2025-09-27T11:06:04+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 bought more $rklb in teens", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions in RKLB, HOOD, and IREN, citing momentum investing philosophy.", "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": "reply_other", "lang": "en", "tweet_text": "@DumbMoneyCapitl Amazing run. Same here. I bought more $rklb in teens, $hood on way up, and $iren after $20s breakout.  Peter lynch says it's never late to buy a winning stock.", "reply_text": null, "parent_text": "Grew my portfolio from $700k to $6.5m with momentum investing.\n\nBought $NVDA at $57, after it had run up 100% in the prior 12 months. \n\nBought $RKLB at $12.50, after it had run up 150%+ in the prior 6 months. \n\nBought $EOSE at $10, after it has run up 300% in the prior 6 months. https://t.co/Uc0vFU7phV", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "ret_m1d": -0.01595405289892249, "ret_signed_m1d": -0.01595405289892249, "alpha_spy_m1d": -0.013151482590330055, "alpha_c_m1d": -0.01288312518932111, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.0030709277096013787, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019144895937310835, "ret_signed_p1d": 0.019144895937310835, "alpha_spy_p1d": 0.015378061181952507, "alpha_c_p1d": 0.011434992808908806, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.007709903128402029, "ret_p1w": 0.2444161261159572, "ret_signed_p1w": 0.2444161261159572, "alpha_spy_p1w": 0.23246764801066688, "alpha_c_p1w": 0.23082584294315467, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.01359028317280253, "ret_p1m": 0.35609449640841495, "ret_signed_p1m": 0.35609449640841495, "alpha_spy_p1m": 0.32086671431678737, "alpha_c_p1m": 0.3454445038252645, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.01064999258315047, "ret_p3m": 0.6417784101435084, "ret_signed_p3m": 0.6417784101435084, "alpha_spy_p3m": 0.5984744149044656, "alpha_c_p3m": 0.6091783643853179, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03260004575819053, "ret_p6m": 0.4054456935506945, "ret_signed_p6m": 0.4054456935506945, "alpha_spy_p6m": 0.4156626868964446, "alpha_c_p6m": 0.3272091438188325, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": 0.078236549731862, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.35609449640841495, "alpha_spy_stated": 0.32086671431678737, "alpha_c_stated": 0.3454445038252645, "price_path": [-0.241, -0.2414, -0.2414, -0.1729, -0.1759, -0.1674, -0.1683, -0.1698, -0.0808, -0.0513, 0.0145, 0.0919, 0.0932, 0.0038, -0.0028, 0.0455, 0.0238, 0.0089, -0.0404, -0.0685, -0.0121, -0.0232, -0.0468, -0.0525, -0.0481, -0.0619, -0.0596, -0.0494, -0.0423, -0.0762, -0.0853, -0.0893, -0.0583, -0.0434, -0.1295, -0.1344, -0.1166, -0.0559, 0.0045, 0.0238, -0.0162, 0.0191, 0.0338, 0.0338, 0.0489, -0.074, -0.0855, -0.0249, 0.0153, 0.0004, -0.0179, 0.0302, 0.1347, 0.1495, 0.005, 0.0228, 0.0036, 0.0166, 0.0596, 0.1255, 0.0357, -0.0081, -0.016, 0.0, 0.0191, 0.0204, 0.1161, 0.1946, 0.2444, 0.3084, 0.3893, 0.4129, 0.3669, 0.3916, 0.4471, 0.4735, 0.4252, 0.4097, 0.4327, 0.3912, 0.2883, 0.3523, 0.3733, 0.3959, 0.3561, 0.4074, 0.2959, 0.3397, 0.3048, 0.2034, 0.2002, 0.0553, 0.0985, 0.104, 0.09, 0.063, -0.0374, -0.0313, -0.0787, -0.09, -0.0721, -0.1602, -0.1427, -0.097, -0.0938, -0.1081, -0.1081, -0.1036, -0.1412, -0.1087, -0.0487, 0.0502, 0.0435, 0.0968, 0.1366, 0.2236, 0.3514, 0.308, 0.1787, 0.1804, 0.1478, 0.2746, 0.5001, 0.6496, 0.6418, 0.6418, 0.6418, 0.5029, 0.4916, 0.4986, 0.4839, 0.4839, 0.6165, 0.6622, 0.83, 0.7886, 0.7673, 0.8049, 0.8698, 0.8417, 0.9528, 0.9307, 1.0485, 1.0485, 0.8966, 0.8681, 0.8715, 0.8911, 0.712, 0.8507, 0.8841, 0.8226, 0.7033, 0.5773, 0.7288, 0.5552, 0.4108, 0.5384, 0.6133, 0.5322, 0.481, 0.4042, 0.4346, 0.4346, 0.4867, 0.5831, 0.629, 0.5073, 0.4935, 0.4884, 0.4933, 0.5454, 0.4699, 0.5097, 0.4918, 0.5297, 0.489, 0.4914, 0.5205, 0.4663, 0.5307, 0.4544, 0.4552, 0.5169, 0.6718, 0.478, 0.5301, 0.4301, 0.4465, 0.4054]}
{"unit_id": "reply:1971894099927355899", "ticker_idx": 1, "ts": "2025-09-27T11:06:04+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 on way up", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions in RKLB, HOOD, and IREN, citing momentum investing philosophy.", "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": "reply_other", "lang": "en", "tweet_text": "@DumbMoneyCapitl Amazing run. Same here. I bought more $rklb in teens, $hood on way up, and $iren after $20s breakout.  Peter lynch says it's never late to buy a winning stock.", "reply_text": null, "parent_text": "Grew my portfolio from $700k to $6.5m with momentum investing.\n\nBought $NVDA at $57, after it had run up 100% in the prior 12 months. \n\nBought $RKLB at $12.50, after it had run up 150%+ in the prior 6 months. \n\nBought $EOSE at $10, after it has run up 300% in the prior 6 months. https://t.co/Uc0vFU7phV", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06970449600796069, "alpha_spy_stated": 0.03447671391633311, "alpha_c_stated": 0.09076489898934093, "price_path": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "reply:1971894099927355899", "ticker_idx": 2, "ts": "2025-09-27T11:06:04+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 after $20s breakout", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions in RKLB, HOOD, and IREN, citing momentum investing philosophy.", "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": "@DumbMoneyCapitl Amazing run. Same here. I bought more $rklb in teens, $hood on way up, and $iren after $20s breakout.  Peter lynch says it's never late to buy a winning stock.", "reply_text": null, "parent_text": "Grew my portfolio from $700k to $6.5m with momentum investing.\n\nBought $NVDA at $57, after it had run up 100% in the prior 12 months. \n\nBought $RKLB at $12.50, after it had run up 150%+ in the prior 6 months. \n\nBought $EOSE at $10, after it has run up 300% in the prior 6 months. https://t.co/Uc0vFU7phV", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "ret_m1d": -0.08861309966866204, "ret_signed_m1d": -0.08861309966866204, "alpha_spy_m1d": -0.08581052936006961, "alpha_c_m1d": -0.08362508696305726, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021772261993373343, "ret_signed_p1d": 0.021772261993373343, "alpha_spy_p1d": 0.018005427238015015, "alpha_c_p1d": 0.02657552556191345, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.2573481301173046, "ret_signed_p1w": 0.2573481301173046, "alpha_spy_p1w": 0.2453996520120143, "alpha_c_p1w": 0.2652919863525167, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.3590245537601553, "ret_signed_p1m": 0.3590245537601553, "alpha_spy_p1m": 0.3237967716685277, "alpha_c_p1m": 0.38008495674153553, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.086000451484742, "ret_signed_p3m": -0.086000451484742, "alpha_spy_p3m": -0.12930444672378483, "alpha_c_p3m": -0.11915728638249867, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.10472461008777711, "ret_signed_p6m": -0.10472461008777711, "alpha_spy_p6m": -0.09450761674202701, "alpha_c_p6m": -0.023003504246494444, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3590245537601553, "alpha_spy_stated": 0.3237967716685277, "alpha_c_stated": 0.38008495674153553, "price_path": [-0.659, -0.6338, -0.6338, -0.631, -0.6323, -0.6307, -0.6292, -0.6466, -0.6238, -0.6325, -0.6231, -0.607, -0.6094, -0.6048, -0.5953, -0.5865, -0.6051, -0.6142, -0.639, -0.6562, -0.6486, -0.6492, -0.6647, -0.6412, -0.6418, -0.6011, -0.5957, -0.5983, -0.6088, -0.6118, -0.614, -0.5846, -0.5713, -0.5492, -0.5922, -0.5698, -0.5735, -0.5334, -0.4966, -0.4995, -0.5133, -0.4984, -0.4235, -0.4235, -0.3662, -0.3858, -0.4311, -0.4307, -0.4298, -0.3427, -0.2678, -0.2848, -0.2606, -0.1914, -0.2064, -0.1748, -0.2092, -0.1587, -0.0877, -0.0906, 0.0263, 0.0078, -0.0886, 0.0, 0.0218, 0.025, 0.0237, 0.0986, 0.2573, 0.3429, 0.3083, 0.3902, 0.3013, 0.3965, 0.5145, 0.4801, 0.3462, 0.322, 0.2894, 0.2017, 0.1285, 0.2162, 0.3695, 0.415, 0.359, 0.3155, 0.2676, 0.3227, 0.4751, 0.4507, 0.6636, 0.4579, 0.3582, 0.31, 0.2493, 0.2127, 0.0592, 0.0096, 0.0322, 0.0636, -0.0022, -0.0536, -0.0799, 0.0557, 0.0335, 0.0549, 0.0549, 0.0409, 0.0557, -0.1047, -0.0429, 0.0113, -0.0266, 0.0089, 0.0198, -0.0438, -0.0433, -0.1263, -0.2275, -0.2034, -0.2645, -0.2206, -0.1309, -0.0847, -0.084, -0.086, -0.086, -0.1226, -0.142, -0.1661, -0.1777, -0.1777, -0.0703, 0.0503, -0.0004, -0.0502, -0.0054, 0.0022, 0.0958, 0.1537, 0.1513, 0.1298, 0.2589, 0.2589, 0.1814, 0.1644, 0.1378, 0.2341, 0.14, 0.3061, 0.3703, 0.3029, 0.17, 0.1557, 0.1842, -0.0216, -0.1337, -0.0893, 0.0048, -0.0653, -0.071, -0.1285, -0.0808, -0.0808, -0.108, -0.0838, -0.0575, -0.1295, -0.0777, -0.0105, -0.0414, -0.0368, -0.1084, -0.0988, -0.1541, -0.0455, -0.1264, -0.201, -0.1544, -0.17, -0.086, -0.0993, -0.0947, -0.0216, -0.0647, -0.081, -0.093, -0.101, -0.0821, -0.1047]}
{"unit_id": "quote:1981803790811771017", "ticker_idx": 0, "ts": "2025-10-24T19:23:38+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this could be the last chance I can load it. 40 more CSP queued up next week. I Fomo'd this morning and bought more to hedge in case the CSP", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Actively accumulating IREN via CSPs and direct buys; views current levels as a last-chance loading 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": "Someone doesn't want me to get CSP assigned on $IREN today.\n\nMr. Market - I rarely make requests. But please close under $61 so I can get assigned 6,000 shares of IREN. https://t.co/JYl44B6zG1", "reply_text": null, "parent_text": null, "quoted_text": "Option selling profit $64.9K\n\nI have 60 CSP (6,000 shares) of $IREN that could be assigned to me today. Honestly I don't mind it because this could be the last chance I can load it.  40 more CSP queued up next week. I Fomo'd this morning and bought more to hedge in case the CSP https://t.co/JmpPc5dv8O", "parent_author": null, "ret_m1d": -0.111923700234425, "ret_signed_m1d": -0.111923700234425, "alpha_spy_m1d": -0.10381739476476559, "alpha_c_m1d": -0.10119126143214718, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.01073243880227781, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03322728596486191, "ret_signed_p1d": 0.03322728596486191, "alpha_spy_p1d": 0.021429621472077276, "alpha_c_p1d": 0.02908489014526605, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.0041423958195958566, "ret_p1w": -0.034181263493202496, "ret_signed_p1w": -0.034181263493202496, "alpha_spy_p1w": -0.04128346987600151, "alpha_c_p1w": -0.020247842811234595, "bench_spy_p1w": 0.0071022063827990145, "bench_c_p1w": -0.0139334206819679, "ret_p1m": -0.22909379169861244, "ret_signed_p1m": -0.22909379169861244, "alpha_spy_p1m": -0.21651347513025054, "alpha_c_p1m": -0.20612260816920513, "bench_spy_p1m": -0.012580316568361893, "bench_c_p1m": -0.022971183529407302, "ret_p3m": -0.14976155413552594, "ret_signed_p3m": -0.14976155413552594, "alpha_spy_p3m": -0.16478596601061057, "alpha_c_p3m": -0.15986970368751652, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.010108149551990575, "ret_p6m": -0.22543720129071398, "ret_signed_p6m": -0.22543720129071398, "alpha_spy_p6m": -0.27786298655526465, "alpha_c_p6m": -0.22497452785542482, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": -0.0004626734352891626, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22909379169861244, "alpha_spy_stated": -0.21651347513025054, "alpha_c_stated": -0.20612260816920513, "price_path": [-0.749, -0.7434, -0.7439, -0.7552, -0.738, -0.7385, -0.7087, -0.7048, -0.7067, -0.7143, -0.7165, -0.7181, -0.6967, -0.687, -0.6708, -0.7022, -0.6859, -0.6886, -0.6593, -0.6324, -0.6345, -0.6446, -0.6337, -0.579, -0.579, -0.5372, -0.5515, -0.5846, -0.5843, -0.5836, -0.52, -0.4653, -0.4777, -0.4601, -0.4095, -0.4205, -0.3975, -0.4226, -0.3857, -0.3339, -0.3359, -0.2506, -0.2641, -0.3345, -0.2698, -0.2539, -0.2515, -0.2525, -0.1978, -0.0819, -0.0194, -0.0447, 0.0151, -0.0498, 0.0197, 0.1059, 0.0808, -0.017, -0.0347, -0.0585, -0.1225, -0.176, -0.1119, 0.0, 0.0332, -0.0076, -0.0394, -0.0744, -0.0342, 0.0771, 0.0593, 0.2148, 0.0645, -0.0083, -0.0434, -0.0878, -0.1145, -0.2266, -0.2628, -0.2463, -0.2234, -0.2714, -0.3089, -0.3281, -0.2291, -0.2453, -0.2297, -0.2297, -0.2399, -0.2291, -0.3463, -0.3011, -0.2615, -0.2892, -0.2633, -0.2553, -0.3017, -0.3014, -0.362, -0.4359, -0.4183, -0.463, -0.4308, -0.3653, -0.3316, -0.3312, -0.3326, -0.3326, -0.3593, -0.3734, -0.3911, -0.3995, -0.3995, -0.3211, -0.2331, -0.2701, -0.3064, -0.2738, -0.2682, -0.1998, -0.1576, -0.1593, -0.175, -0.0808, -0.0808, -0.1374, -0.1498, -0.1692, -0.0989, -0.1676, -0.0463, 0.0006, -0.0486, -0.1456, -0.1561, -0.1353, -0.2855, -0.3674, -0.335, -0.2663, -0.3175, -0.3216, -0.3636, -0.3288, -0.3288, -0.3486, -0.331, -0.3118, -0.3644, -0.3266, -0.2774, -0.3, -0.2967, -0.349, -0.342, -0.3824, -0.303, -0.3621, -0.4165, -0.3825, -0.394, -0.3326, -0.3423, -0.339, -0.2855, -0.317, -0.3289, -0.3377, -0.3436, -0.3297, -0.3463, -0.3413, -0.4046, -0.4421, -0.4973, -0.455, -0.458, -0.4472, -0.4472, -0.4415, -0.4318, -0.4145, -0.4108, -0.3749, -0.3153, -0.2469, -0.2238, -0.2417, -0.235, -0.2254]}
{"unit_id": "quote:1975559678068441232", "ticker_idx": 0, "ts": "2025-10-07T13:51:46+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought $IREN dip, 2000 shares, total 17000 shares now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position on dip, now holding 17,000 shares; bullish on milestone execution.", "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": "Bought $IREN dip, 2000 shares, total 17000 shares now.\n\nOfficial good news came today. I don't mind paying a premium seeing the company hitting big milestones.", "reply_text": null, "parent_text": null, "quoted_text": "Emotional roller coaster lmao @DeepValueBagger @moninvestor https://t.co/GTKcdQKrAz", "parent_author": null, "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23881328281539504, "alpha_spy_stated": 0.2261696926100547, "alpha_c_stated": 0.2605726478603828, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "quote:1981337978887950516", "ticker_idx": 0, "ts": "2025-10-23T12:32:40+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'm going to leave right here for future reference. $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bookmarking the NBIS staged buy plan (2% at $80, $50, $30) for future reference; implied bullish accumulation intent.", "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 going to leave right here for future reference. $NBIS\n\nMeme courtesy of @ryanthawks https://t.co/To8xrhVRP3", "reply_text": null, "parent_text": null, "quoted_text": "When and how I’ll build a $NBIS position. \n\n$80 = 2% position \n$50 = add another 2% \n$30 = add another 2% \n \nI’ll then have 6% allocated and I would leave it alone. \n\nOr at higher share prices but lower p/s multiples id follow the same framework. \n\nFundamentals matter", "parent_author": null, "ret_m1d": -0.07102487429753657, "ret_signed_m1d": -0.07102487429753657, "alpha_spy_m1d": -0.06512986875459337, "alpha_c_m1d": -0.07440880527787597, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": 0.0033839309803394, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10455913801068295, "ret_signed_p1d": 0.10455913801068295, "alpha_spy_p1d": 0.09638658331620253, "alpha_c_p1d": 0.10195607821138086, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.0026030597993020876, "ret_p1w": 0.16974374549214621, "ret_signed_p1w": 0.16974374549214621, "alpha_spy_p1w": 0.15773056921849005, "alpha_c_p1w": 0.17781317075158554, "bench_spy_p1w": 0.012013176273656168, "bench_c_p1w": -0.008069425259439322, "ret_p1m": -0.2157121395621464, "ret_signed_p1m": -0.2157121395621464, "alpha_spy_p1m": -0.19676187892334618, "alpha_c_p1m": -0.18664489452977961, "bench_spy_p1m": -0.01895026063880023, "bench_c_p1m": -0.029067245032366795, "ret_p3m": -0.06471366342872564, "ret_signed_p3m": -0.06471366342872564, "alpha_spy_p3m": -0.0763579208964914, "alpha_c_p3m": -0.052456323824108364, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": -0.012257339604617279, "ret_p6m": 0.4802184812445973, "ret_signed_p6m": 0.4802184812445973, "alpha_spy_p6m": 0.417065664668151, "alpha_c_p6m": 0.44015892128053746, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.040059559964059854, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2157121395621464, "alpha_spy_stated": -0.19676187892334618, "alpha_c_stated": -0.18664489452977961, "price_path": [-0.5031, -0.5252, -0.5169, -0.4873, -0.5102, -0.4897, -0.4803, -0.4811, -0.3848, -0.3521, -0.3384, -0.2904, -0.3347, -0.3551, -0.3254, -0.3167, -0.3671, -0.3644, -0.3766, -0.3502, -0.3404, -0.3361, -0.3397, -0.3214, -0.3564, -0.3564, -0.3809, -0.3816, -0.3886, -0.3833, -0.3966, -0.0983, -0.1203, -0.1599, -0.1484, -0.1432, -0.1576, -0.1138, -0.1134, -0.0645, 0.0041, 0.0154, 0.0666, 0.0168, 0.0145, 0.0382, 0.0576, 0.089, 0.1857, 0.2055, 0.1769, 0.1087, 0.1492, 0.2494, 0.2206, 0.276, 0.2071, 0.1853, 0.159, 0.0686, 0.0268, -0.0177, -0.071, 0.0, 0.1046, 0.1815, 0.1476, 0.1784, 0.1697, 0.2323, 0.1348, 0.0413, 0.1021, 0.0309, 0.0482, 0.0357, -0.0371, -0.1112, -0.1651, -0.2131, -0.1901, -0.1471, -0.1045, -0.2027, -0.2157, -0.1343, -0.1628, -0.108, -0.108, -0.1063, -0.0566, -0.0915, -0.0682, -0.0317, -0.0765, -0.0549, -0.0918, -0.1184, -0.1119, -0.174, -0.2357, -0.2375, -0.2893, -0.2644, -0.1573, -0.1218, -0.1519, -0.1416, -0.1416, -0.1749, -0.1895, -0.1977, -0.2115, -0.2115, -0.1527, -0.1256, -0.0558, -0.0937, -0.0835, -0.0775, 0.011, -0.0069, -0.0394, -0.0214, 0.0242, 0.0242, -0.0647, -0.0687, -0.0877, -0.1098, -0.1385, -0.0781, -0.054, -0.106, -0.1975, -0.1696, -0.1527, -0.2239, -0.3042, -0.189, -0.1251, -0.1354, -0.1653, -0.1548, -0.0768, -0.0768, -0.0814, -0.0411, 0.0137, -0.0776, -0.0523, -0.0337, -0.0004, -0.0121, -0.141, -0.1427, -0.1824, -0.0789, -0.099, -0.1585, -0.1057, -0.0917, 0.055, 0.0177, 0.064, 0.2232, 0.0958, 0.1168, 0.1447, 0.108, 0.0753, 0.0824, 0.0841, -0.0018, -0.0503, -0.1309, -0.0226, -0.0397, 0.0251, 0.0251, 0.0601, 0.1059, 0.1775, 0.2842, 0.3656, 0.4559, 0.5254, 0.5709, 0.5575, 0.4802]}
{"unit_id": "orig:1973025361068978482", "ticker_idx": 0, "ts": "2025-09-30T14:01:17+00:00", "symbol": "BKKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "seems to be defying the law of physics and finance. @mikealfred was appointed to board, likely big things coming soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish BKKT on board appointment of Mike Alfred; big things expected soon.", "resolved_tickers": ["BKKT"], "resolution_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": "$BKKT seems to be defying the law of physics and finance. \n\n@mikealfred was appointed to board, likely big things coming soon. https://t.co/BPJk4QrxDB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.2407132814715911, "ret_signed_m1d": -0.2407132814715911, "alpha_spy_m1d": -0.23696058251309604, "alpha_c_m1d": -0.23696058251309604, "bench_spy_m1d": -0.00375269895849506, "bench_c_m1d": -0.00375269895849506, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014858840336618329, "ret_signed_p1d": 0.014858840336618329, "alpha_spy_p1d": 0.01145126811196695, "alpha_c_p1d": 0.01145126811196695, "bench_spy_p1d": 0.0034075722246513784, "bench_c_p1d": 0.0034075722246513784, "ret_p1w": 0.15661207738767735, "ret_signed_p1w": 0.15661207738767735, "alpha_spy_p1w": 0.15219887089519313, "alpha_c_p1w": 0.15219887089519313, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.004413206492484223, "ret_p1m": -0.22644875167013445, "ret_signed_p1m": -0.22644875167013445, "alpha_spy_p1m": -0.25828706238193144, "alpha_c_p1m": -0.25828706238193144, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.03183831071179699, "ret_p3m": -0.6867756468377237, "ret_signed_p3m": -0.6867756468377237, "alpha_spy_p3m": -0.7260590321910292, "alpha_c_p3m": -0.7260590321910292, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.039283385353305444, "ret_p6m": -0.750965832557357, "ret_signed_p6m": -0.750965832557357, "alpha_spy_p6m": -0.7425295347214845, "alpha_c_p6m": -0.7425295347214845, "bench_spy_p6m": -0.00843629783587252, "bench_c_p6m": -0.00843629783587252, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22644875167013445, "alpha_spy_stated": -0.25828706238193144, "alpha_c_stated": -0.25828706238193144, "price_path": [-0.4618, -0.4618, -0.4954, -0.479, -0.4068, -0.3813, -0.422, -0.4514, -0.4707, -0.3643, -0.2835, -0.3233, -0.2906, -0.3346, -0.2654, -0.375, -0.4633, -0.4897, -0.7028, -0.7037, -0.7058, -0.7227, -0.7224, -0.7168, -0.7097, -0.704, -0.6788, -0.7052, -0.7212, -0.7097, -0.7147, -0.7031, -0.7254, -0.7471, -0.7536, -0.7637, -0.7367, -0.751, -0.7358, -0.7441, -0.7418, -0.7394, -0.7394, -0.7266, -0.7447, -0.7507, -0.7468, -0.7337, -0.7108, -0.7204, -0.7046, -0.7171, -0.7126, -0.6978, -0.7126, -0.6996, -0.6897, -0.5632, -0.4892, -0.4056, -0.4464, -0.4666, -0.2407, 0.0, 0.0149, 0.3052, 0.2, 0.2184, 0.1566, 0.1816, 0.1355, -0.0211, 0.1207, 0.3385, 0.2716, 0.1634, 0.0609, 0.0487, -0.0449, -0.1649, -0.1507, -0.1429, -0.1364, -0.2053, -0.2264, -0.3174, -0.1777, -0.2012, -0.3587, -0.2909, -0.3667, -0.2969, -0.3771, -0.362, -0.3578, -0.4496, -0.4606, -0.501, -0.4912, -0.4954, -0.5614, -0.5848, -0.5364, -0.5432, -0.5575, -0.5575, -0.5314, -0.5884, -0.5875, -0.564, -0.5364, -0.584, -0.6208, -0.6116, -0.6181, -0.6238, -0.6565, -0.6826, -0.6686, -0.7025, -0.6945, -0.6862, -0.6859, -0.6927, -0.679, -0.679, -0.6868, -0.6903, -0.6981, -0.7016, -0.7016, -0.6657, -0.5605, -0.5406, -0.5501, -0.5108, -0.5162, -0.4291, -0.4437, -0.3756, -0.4238, -0.3637, -0.3637, -0.5198, -0.5153, -0.5388, -0.5477, -0.5881, -0.556, -0.5691, -0.5949, -0.6021, -0.6357, -0.638, -0.655, -0.7058, -0.6461, -0.6612, -0.6844, -0.6909, -0.701, -0.6799, -0.6799, -0.6951, -0.6921, -0.6909, -0.6897, -0.6984, -0.6999, -0.6767, -0.6909, -0.7159, -0.704, -0.715, -0.6969, -0.7043, -0.7239, -0.726, -0.7254, -0.7239, -0.7263, -0.7192, -0.7135, -0.7138, -0.7346, -0.7325, -0.7459, -0.7367, -0.7542, -0.751]}
{"unit_id": "reply:1978447053949710808", "ticker_idx": 0, "ts": "2025-10-15T13:05:10+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looking at leaps $CIFR", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish CIFR via LEAPS options.", "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": "@accounting_ds Looking at leaps $CIFR https://t.co/F6qi3RHcVg", "reply_text": null, "parent_text": "@DeepValueBagger $CIFR 35 dollars EOY is a 🔒", "quoted_text": null, "parent_author": "accounting_ds", "ret_m1d": -0.006657217899473156, "ret_signed_m1d": -0.006657217899473156, "alpha_spy_m1d": -0.0022373103018450413, "alpha_c_m1d": 0.0031563245779209215, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.009813542477394077, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.109843143027471, "ret_signed_p1d": -0.109843143027471, "alpha_spy_p1d": -0.10303300846514063, "alpha_c_p1d": -0.11058178285681863, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": 0.0007386398293476315, "ret_p1w": -0.23395149384936775, "ret_signed_p1w": -0.23395149384936775, "alpha_spy_p1w": -0.23790538351700918, "alpha_c_p1w": -0.23813719139413936, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.004185697544771605, "ret_p1m": -0.290061825121259, "ret_signed_p1m": -0.290061825121259, "alpha_spy_p1m": -0.3003899925975744, "alpha_c_p1m": -0.2981167064700967, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": 0.008054881348837695, "ret_p3m": -0.1592962563998891, "ret_signed_p3m": -0.1592962563998891, "alpha_spy_p3m": -0.20747059392029066, "alpha_c_p3m": -0.1935040958967088, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.034207839496819714, "ret_p6m": -0.22206371487469767, "ret_signed_p6m": -0.22206371487469767, "alpha_spy_p6m": -0.25004357201989424, "alpha_c_p6m": -0.22426142162110663, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.002197706746408956, "ret_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": [-0.6976, -0.7028, -0.67, -0.6824, -0.6838, -0.6923, -0.7071, -0.7299, -0.7408, -0.7404, -0.7656, -0.7532, -0.7618, -0.7523, -0.7684, -0.7741, -0.7737, -0.7756, -0.767, -0.747, -0.7523, -0.7123, -0.7261, -0.7171, -0.7194, -0.6966, -0.6843, -0.6614, -0.6676, -0.6662, -0.6367, -0.6367, -0.6044, -0.6144, -0.6481, -0.6424, -0.6329, -0.5616, -0.5126, -0.5259, -0.4841, -0.4841, -0.4527, -0.4113, -0.4365, -0.4161, -0.3362, -0.3272, -0.3276, -0.4456, -0.4546, -0.3985, -0.4013, -0.4009, -0.3433, -0.301, -0.2706, -0.2511, -0.1631, -0.1446, -0.1931, -0.0328, -0.0067, 0.0, -0.1098, -0.1079, -0.0533, -0.1405, -0.234, -0.1795, -0.0176, -0.0233, -0.0509, -0.0685, -0.0932, -0.1132, 0.0823, 0.0704, 0.175, 0.0323, -0.0162, -0.0656, -0.1122, -0.1736, -0.2901, -0.3172, -0.3176, -0.3067, -0.3048, -0.3077, -0.3272, -0.2054, -0.1669, -0.0894, -0.0894, -0.0323, -0.0637, -0.1612, -0.1141, -0.0571, -0.0832, -0.0737, -0.0699, -0.1213, -0.1022, -0.1893, -0.2991, -0.2872, -0.3157, -0.2796, -0.2292, -0.223, -0.2435, -0.2287, -0.2287, -0.2777, -0.2829, -0.3062, -0.2981, -0.2981, -0.2297, -0.1365, -0.166, -0.2354, -0.213, -0.2092, -0.1593, -0.1322, -0.1379, -0.1669, -0.106, -0.106, -0.1479, -0.1574, -0.1731, -0.1645, -0.2159, -0.1084, -0.098, -0.1583, -0.2411, -0.2482, -0.2268, -0.3224, -0.3961, -0.2996, -0.203, -0.1869, -0.2259, -0.2344, -0.2192, -0.2192, -0.2563, -0.2668, -0.2487, -0.3034, -0.2763, -0.1859, -0.2102, -0.2164, -0.2582, -0.2506, -0.3005, -0.2373, -0.2796, -0.3524, -0.3195, -0.3362, -0.3291, -0.3481, -0.3305, -0.2801, -0.2825, -0.3024, -0.3039, -0.3338, -0.292, -0.2924, -0.2449, -0.3176, -0.3464, -0.4287, -0.388, -0.399, -0.3904, -0.3904, -0.3652, -0.3338, -0.2668, -0.2221]}
{"unit_id": "reply:1977752262848983101", "ticker_idx": 0, "ts": "2025-10-13T15:04:18+00:00", "symbol": "Rocketlab", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rocketlab like play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Frames the SPAC/Infleq merger as a Rocketlab-style high-upside play, implying bullish on that comp.", "resolved_tickers": ["RKLB"], "resolution_method": "exchange_ticker", "resolution_reason": "Rocketlab = Rocket Lab USA, ticker RKLB", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@XFinancialX It's a spac and going to merge with infleq. Search my timeline. Tech is superior than existing quantum and will take out all legacy quantum. Rocketlab like play", "reply_text": null, "parent_text": "@DeepValueBagger I need to look into these guys, keep seeing it appear on my feed but looks like a blank check vehicle currently right?", "quoted_text": null, "parent_author": "XFinancialX", "ret_m1d": -0.017731520409388968, "ret_signed_m1d": -0.017731520409388968, "alpha_spy_m1d": -0.002619286181499647, "alpha_c_m1d": -0.00743160396397291, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.010299916445416057, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03989606669831014, "ret_signed_p1d": 0.03989606669831014, "alpha_spy_p1d": 0.04111771298595146, "alpha_c_p1d": 0.028143853294496424, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.011752213403813716, "ret_p1w": 0.029501686933582683, "ret_signed_p1w": 0.029501686933582683, "alpha_spy_p1w": 0.017043902043199388, "alpha_c_p1w": 0.01590074452080037, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.013600942412782313, "ret_p1m": -0.21675323887749232, "ret_signed_p1m": -0.21675323887749232, "alpha_spy_p1m": -0.24685695351012693, "alpha_c_p1m": -0.23510780908559836, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.018354570208106047, "ret_p3m": 0.269948091660029, "ret_signed_p3m": 0.269948091660029, "alpha_spy_p3m": 0.22695304785729897, "alpha_c_p3m": 0.20881920439530455, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.06112888726472443, "ret_p6m": 0.013757284485925503, "ret_signed_p6m": 0.013757284485925503, "alpha_spy_p6m": 0.013857525937882142, "alpha_c_p6m": -0.07765856430039886, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": 0.09141584878632436, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21675323887749232, "alpha_spy_stated": -0.24685695351012693, "alpha_c_stated": -0.23510780908559836, "price_path": [-0.271, -0.2154, -0.2145, -0.2787, -0.2834, -0.2487, -0.2643, -0.275, -0.3105, -0.3306, -0.2901, -0.2981, -0.315, -0.3192, -0.316, -0.3259, -0.3242, -0.3169, -0.3118, -0.3361, -0.3427, -0.3456, -0.3233, -0.3126, -0.3745, -0.378, -0.3652, -0.3216, -0.2782, -0.2643, -0.293, -0.2677, -0.2571, -0.2571, -0.2463, -0.3346, -0.3429, -0.2993, -0.2704, -0.2811, -0.2943, -0.2597, -0.1847, -0.174, -0.2778, -0.2651, -0.2788, -0.2695, -0.2386, -0.1912, -0.2557, -0.2872, -0.2929, -0.2814, -0.2677, -0.2667, -0.198, -0.1415, -0.1058, -0.0598, -0.0017, 0.0153, -0.0177, 0.0, 0.0399, 0.0589, 0.0242, 0.013, 0.0295, -0.0003, -0.0742, -0.0283, -0.0131, 0.0031, -0.0255, 0.0113, -0.0688, -0.0373, -0.0624, -0.1353, -0.1376, -0.2417, -0.2106, -0.2067, -0.2168, -0.2362, -0.3083, -0.3039, -0.338, -0.3461, -0.3332, -0.3965, -0.384, -0.3511, -0.3488, -0.3591, -0.3591, -0.3559, -0.3829, -0.3595, -0.3164, -0.2453, -0.2502, -0.2119, -0.1833, -0.1208, -0.0289, -0.0601, -0.153, -0.1518, -0.1752, -0.0841, 0.078, 0.1854, 0.1798, 0.1798, 0.1798, 0.0799, 0.0718, 0.0769, 0.0663, 0.0663, 0.1616, 0.1944, 0.315, 0.2852, 0.2699, 0.297, 0.3436, 0.3234, 0.4032, 0.3873, 0.472, 0.472, 0.3629, 0.3424, 0.3448, 0.3589, 0.2302, 0.3299, 0.3539, 0.3097, 0.2239, 0.1334, 0.2423, 0.1175, 0.0138, 0.1055, 0.1593, 0.101, 0.0642, 0.009, 0.0309, 0.0309, 0.0683, 0.1376, 0.1706, 0.0832, 0.0732, 0.0696, 0.0731, 0.1105, 0.0563, 0.0848, 0.072, 0.0992, 0.07, 0.0717, 0.0926, 0.0537, 0.1, 0.0451, 0.0457, 0.09, 0.2013, 0.0621, 0.0995, 0.0277, 0.0394, 0.0099, 0.114, 0.0079, -0.0686, -0.1229, -0.0183, 0.0015, 0.0353, 0.0353, 0.0344, 0.0138]}
{"unit_id": "quote:1978788462158401779", "ticker_idx": 0, "ts": "2025-10-16T11:41:48+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 slowly becoming an ai datacenter maximalist. With $2m cash+margin, I can earn $100K per week from CSP at 80-90% probability on Ai datacenter names. For the next few years, why would I ever need to gamble on other sector?", "tweet_type": "analysis", "timeline": "years", "summary": "Committed AI datacenter maximalist deploying $2M on CSP options for next few years; long NBIS, IREN, CIFR as core 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": "quote", "lang": "en", "tweet_text": "I'm slowly becoming an ai datacenter maximalist. With $2m cash+margin, I can earn $100K per week from CSP at 80-90% probability on Ai datacenter names. For the next few years, why would I ever need to gamble on other sector?", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS $IREN $CIFR let this sink into your brains.  If “trillions per year” literally means sustained $2–3 T annual builds, the total AI/data/energy infrastructure base would expand ~20× to 50× over the next five years compared with today’s few-hundred-billion base.  The range", "parent_author": null, "ret_m1d": 0.02267555993796533, "ret_signed_m1d": 0.02267555993796533, "alpha_spy_m1d": 0.015818729437254042, "alpha_c_m1d": 0.011902185225925566, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": 0.010773374712039763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07802339404005643, "ret_signed_p1d": -0.07802339404005643, "alpha_spy_p1d": -0.08369959920430958, "alpha_c_p1d": -0.08476775277035309, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": 0.006744358730296662, "ret_p1w": -0.13719113400370397, "ret_signed_p1w": -0.13719113400370397, "alpha_spy_p1w": -0.1540231959648295, "alpha_c_p1w": -0.14665070062235142, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.009459566618647441, "ret_p1m": -0.32103380775426504, "ret_signed_p1m": -0.32103380775426504, "alpha_spy_p1m": -0.3381232523731649, "alpha_c_p1m": -0.2961586411007697, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": -0.024875166653495318, "ret_p3m": -0.14312419115179986, "ret_signed_p3m": -0.14312419115179986, "alpha_spy_p3m": -0.1963754799980203, "alpha_c_p3m": -0.1702627840150518, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.02713859286325193, "ret_p6m": 0.17823472157019693, "ret_signed_p6m": 0.17823472157019693, "alpha_spy_p6m": 0.14389113724048785, "alpha_c_p6m": 0.1737353132019055, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.004499408368291435, "ret_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": [-0.5744, -0.5854, -0.5783, -0.5761, -0.5825, -0.5713, -0.5904, -0.5831, -0.5576, -0.5774, -0.5597, -0.5516, -0.5523, -0.4692, -0.441, -0.4291, -0.3878, -0.426, -0.4436, -0.4179, -0.4104, -0.4539, -0.4516, -0.4621, -0.4394, -0.4309, -0.4272, -0.4303, -0.4145, -0.4447, -0.4447, -0.4659, -0.4664, -0.4724, -0.4679, -0.4794, -0.222, -0.241, -0.2751, -0.2652, -0.2607, -0.2732, -0.2354, -0.235, -0.1929, -0.1336, -0.1239, -0.0797, -0.1227, -0.1247, -0.1042, -0.0875, -0.0604, 0.023, 0.0401, 0.0154, -0.0434, -0.0085, 0.078, 0.0532, 0.1009, 0.0415, 0.0227, 0.0, -0.078, -0.1141, -0.1525, -0.1985, -0.1372, -0.047, 0.0194, -0.0098, 0.0167, 0.0093, 0.0632, -0.0209, -0.1016, -0.0491, -0.1105, -0.0956, -0.1064, -0.1692, -0.2331, -0.2797, -0.321, -0.3012, -0.2641, -0.2273, -0.3121, -0.3233, -0.2531, -0.2776, -0.2304, -0.2304, -0.2289, -0.186, -0.2161, -0.196, -0.1645, -0.2032, -0.1846, -0.2164, -0.2394, -0.2337, -0.2873, -0.3405, -0.3421, -0.3868, -0.3653, -0.2729, -0.2423, -0.2683, -0.2593, -0.2593, -0.2881, -0.3007, -0.3078, -0.3197, -0.3197, -0.2689, -0.2455, -0.1853, -0.2181, -0.2092, -0.2041, -0.1277, -0.1431, -0.1712, -0.1557, -0.1163, -0.1163, -0.193, -0.1964, -0.2129, -0.232, -0.2567, -0.2046, -0.1838, -0.2286, -0.3076, -0.2835, -0.2689, -0.3304, -0.3996, -0.3002, -0.2451, -0.254, -0.2798, -0.2707, -0.2034, -0.2034, -0.2074, -0.1726, -0.1254, -0.2042, -0.1823, -0.1663, -0.1375, -0.1476, -0.2589, -0.2603, -0.2945, -0.2053, -0.2226, -0.274, -0.2284, -0.2163, -0.0898, -0.1219, -0.082, 0.0553, -0.0545, -0.0364, -0.0124, -0.0441, -0.0723, -0.0661, -0.0646, -0.1387, -0.1806, -0.2502, -0.1567, -0.1714, -0.1156, -0.1156, -0.0853, -0.0458, 0.0159, 0.108, 0.1782]}
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If “trillions per year” literally means sustained $2–3 T annual builds, the total AI/data/energy infrastructure base would expand ~20× to 50× over the next five years compared with today’s few-hundred-billion base.  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{"unit_id": "quote:1973795630280790047", "ticker_idx": 0, "ts": "2025-10-02T17:02:04+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still holding and accumulated more $intc leaps, up $230k profits. Quite a sleeper and deep value play.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long INTC via leaps; added to position, views it as a sleeper deep-value play with more upside ahead.", "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": "Still holding and accumulated more $intc leaps, up $230k profits. \n\nQuite a sleeper and deep value play. No activity from FinX gurus. https://t.co/jOe0WpkRPw", "reply_text": null, "parent_text": null, "quoted_text": "$INTC is getting started. It's why I haven't sold my leaps. Once you make 900%, 80% doesn't look impressive.", "parent_author": null, "ret_m1d": -0.03646114311445592, "ret_signed_m1d": -0.03646114311445592, "alpha_spy_m1d": -0.03531073545080976, "alpha_c_m1d": -0.023009148792400902, "bench_spy_m1d": -0.001150407663646158, "bench_c_m1d": -0.013451994322055016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012600466906682373, "ret_signed_p1d": -0.012600466906682373, "alpha_spy_p1d": -0.012585661500299716, "alpha_c_p1d": -0.007988313193808105, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -0.004612153712874267, "ret_p1w": 0.013404826011449655, "ret_signed_p1w": 0.013404826011449655, "alpha_spy_p1w": 0.010505817090870506, "alpha_c_p1w": -0.00720179890931294, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.020606624920762595, "ret_p1m": 0.0721180293948509, "ret_signed_p1m": 0.0721180293948509, "alpha_spy_p1m": 0.05293141819052405, "alpha_c_p1m": -0.001143534385913192, "bench_spy_p1m": 0.019186611204326853, "bench_c_p1m": 0.0732615637807641, "ret_p3m": 0.0, "ret_signed_p3m": 0.0, "alpha_spy_p3m": -0.029616698144248055, "alpha_c_p3m": -0.07746119401201979, "bench_spy_p3m": 0.029616698144248055, "bench_c_p3m": 0.07746119401201979, "ret_p6m": 0.15630032038344144, "ret_signed_p6m": 0.15630032038344144, "alpha_spy_p6m": 0.20339907685804792, "alpha_c_p6m": 0.04639457991736773, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": 0.10990574046607371, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0721180293948509, "alpha_spy_stated": 0.05293141819052405, "alpha_c_stated": -0.001143534385913192, "price_path": [-0.4102, -0.3676, -0.3716, -0.3614, -0.3718, -0.3753, -0.3855, -0.3917, -0.3887, -0.3807, -0.3764, -0.3769, -0.3702, -0.3933, -0.445, -0.4456, -0.4528, -0.4547, -0.4692, -0.4823, -0.4772, -0.4587, -0.4528, -0.47, -0.4651, -0.4464, -0.4153, -0.4043, -0.3603, -0.3416, -0.3657, -0.3214, -0.3689, -0.37, -0.3351, -0.3418, -0.3472, -0.3338, -0.3316, -0.3472, -0.3472, -0.3509, -0.3566, -0.3402, -0.3434, -0.3437, -0.3448, -0.3359, -0.3402, -0.3544, -0.3359, -0.3225, -0.3324, -0.1804, -0.207, -0.229, -0.2134, -0.163, -0.0887, -0.0483, -0.0756, -0.1005, -0.0365, 0.0, -0.0126, -0.019, -0.0035, 0.0035, 0.0134, -0.0249, -0.0021, -0.0448, -0.004, -0.0123, -0.0078, 0.0214, 0.022, -0.0102, 0.0231, 0.0263, 0.0601, 0.1134, 0.1083, 0.0767, 0.0721, 0.059, -0.0072, 0.029, -0.0016, 0.0223, 0.0308, 0.0155, 0.0158, -0.0373, -0.0477, -0.0694, -0.0796, -0.0587, -0.0987, -0.0751, -0.0405, -0.0394, -0.0131, -0.0131, 0.0874, 0.0727, 0.1654, 0.1732, 0.0858, 0.1102, 0.0804, 0.0858, 0.0933, 0.0592, 0.0137, 0.0056, 0.0003, -0.0335, -0.0273, -0.0129, -0.0249, -0.0255, -0.0306, -0.0306, -0.0295, -0.0166, 0.0, -0.0107, -0.0107, 0.0558, 0.0555, 0.0735, 0.1429, 0.1021, 0.2212, 0.1812, 0.2678, 0.3062, 0.2954, 0.259, 0.259, 0.3019, 0.4544, 0.4563, 0.2083, 0.1391, 0.1777, 0.3078, 0.3046, 0.2458, 0.3086, 0.3204, 0.3029, 0.2933, 0.3563, 0.3469, 0.2635, 0.2946, 0.2461, 0.2544, 0.2544, 0.2381, 0.2188, 0.1962, 0.1826, 0.1697, 0.2365, 0.2568, 0.2188, 0.2228, 0.2198, 0.1555, 0.222, 0.2319, 0.1641, 0.222, 0.2542, 0.2863, 0.2131, 0.2271, 0.2268, 0.1812, 0.2072, 0.2381, 0.1761, 0.1799, 0.1812, 0.2649, 0.1823, 0.1563]}
{"unit_id": "quote:1985444382380564786", "ticker_idx": 0, "ts": "2025-11-03T20:30:03+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 are still not prepared for what happens next. Today's news with top-tier partner Microsoft, is what needed to push them over the edge.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish IREN: Microsoft deal will catalyze institutional buying; big money takes ~1 week to load up after analyst approval process.", "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": "Many don't seem to understand what I meant by this. \n\nInvestment & Wall st don't operate in real-time like reacting to the news, and clicking buy. The big boss, big money move takes at least a week. It involve PM (portfolio manager), sitting with with analysts, and getting proper approvals before loading up. They don't buy small caps like $IREN this early. Today's news with top-tier partner Microsoft, is what needed to push them over the edge. You are still not prepared for what happens next.", "reply_text": null, "parent_text": null, "quoted_text": "Imagine the analyst running to their portfolio managers on Wall Street and sharing the $iren and Microsoft deal. You are not prepared for what's going to happen next.", "parent_author": null, "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "quote:1971244736943096238", "ticker_idx": 0, "ts": "2025-09-25T16:05:43+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They sold all their Bitcoins (on the lows ~$50K) throughout their operation to fund their unprofitable business. Leveraged for expansion and equipments... bought Bitcoin at the top ~$100K... When Bitcoin mining becomes unprofitable, they have to sell Bitcoin Treasury at $100K for a loss. And have to pay back their loan.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CLSK: management sold BTC at lows to fund losses, rebought at top via leverage, now borrowing more for HPC — thesis is serial capital misallocation by incompetent leadership.", "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": "quote", "lang": "en", "tweet_text": "Just few notes for those speculating on $CLSK. \n\nAs a senior exec, I can smell incompetent a mile away.\n\n> They sold all their Bitcoins (on the lows ~$50K) throughout their operation to fund their unprofitable business. Leveraged for expansion and equipments\n> Jumped on Bitcoin Treasury hype, borrowed EVEN MORE, and bought Bitcoin at the top ~$100K\n\nPoint 1:  Why didn't they have to foresight to get a LOAN to fund their operation and hold BTC under $50K?\n\nPoint 2:  When Bitcoin mining becomes unprofitable, they have to sell Bitcoin Treasury at $100K for a loss. And have to pay back their loan.\n\n> Now they're borrowing MORE money to fund HPC/AI.\n\nSeriously?", "reply_text": null, "parent_text": null, "quoted_text": "$CLSK keeps executing flawlessly. \nJust secured another $100M to fuel data center expansion — supporting both Bitcoin hashrate growth and new HPC capabilities. Outstanding work by @smatthewschultz 👏", "parent_author": null, "ret_m1d": 0.05628651220117509, "ret_signed_m1d": -0.05628651220117509, "alpha_spy_m1d": -0.05165175542513811, "alpha_c_m1d": -0.053668242720023907, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.002618269481151181, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.052631597292903454, "ret_signed_p1d": 0.052631597292903454, "alpha_spy_p1d": 0.05836063137551273, "alpha_c_p1d": 0.05992538925450264, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.007293791961599183, "ret_p1w": 0.10672514660650889, "ret_signed_p1w": -0.10672514660650889, "alpha_spy_p1w": -0.08975089583716667, "alpha_c_p1w": -0.10896942917048635, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": -0.002244282563977462, "ret_p1m": 0.41557012712868757, "ret_signed_p1m": -0.41557012712868757, "alpha_spy_p1m": -0.3863930150593915, "alpha_c_p1m": -0.42230290260843284, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": -0.006732775479745268, "ret_p3m": -0.1586257330325448, "ret_signed_p3m": 0.1586257330325448, "alpha_spy_p3m": 0.20716737308498334, "alpha_c_p3m": 0.19890496889473452, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04027923586218973, "ret_p6m": -0.3128655402899504, "ret_signed_p6m": 0.3128655402899504, "alpha_spy_p6m": 0.30407129528517995, "alpha_c_p6m": 0.23397155947903936, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.07889398081091104, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.41557012712868757, "alpha_spy_stated": -0.3863930150593915, "alpha_c_stated": -0.42230290260843284, "price_path": [-0.1937, -0.1901, -0.0877, -0.1045, -0.1045, -0.1718, -0.152, -0.0885, -0.057, -0.0753, -0.0789, -0.1089, -0.0811, -0.0512, -0.0658, -0.0943, -0.0614, -0.0899, -0.098, -0.136, -0.1206, -0.1425, -0.1652, -0.1689, -0.2368, -0.2237, -0.2083, -0.1959, -0.2164, -0.2639, -0.2785, -0.2749, -0.2712, -0.2727, -0.2873, -0.2807, -0.3158, -0.3063, -0.318, -0.2822, -0.3092, -0.2924, -0.2997, -0.3019, -0.3077, -0.3077, -0.2953, -0.3099, -0.3363, -0.3246, -0.3297, -0.2931, -0.2668, -0.2544, -0.2434, -0.2478, -0.1813, -0.1637, -0.0161, -0.0044, 0.0044, 0.0168, 0.0563, 0.0, -0.0526, 0.087, 0.0599, 0.0665, 0.1067, 0.1652, 0.2741, 0.3129, 0.3874, 0.4686, 0.4094, 0.4649, 0.6067, 0.6959, 0.4613, 0.4273, 0.4912, 0.3721, 0.2325, 0.2917, 0.4156, 0.4766, 0.3999, 0.3808, 0.2931, 0.3012, 0.2734, 0.1857, 0.212, 0.1257, 0.1382, 0.0987, 0.0267, -0.0256, -0.1243, -0.1988, -0.2244, -0.2098, -0.2529, -0.2851, -0.2887, -0.1608, -0.136, -0.0168, -0.0168, 0.1038, 0.0292, 0.0022, 0.0592, 0.0987, 0.0026, 0.0154, 0.0855, 0.0621, 0.0833, 0.0256, -0.129, -0.133, -0.1608, -0.1813, -0.1206, -0.1155, -0.1586, -0.1667, -0.1667, -0.2025, -0.2164, -0.2383, -0.2602, -0.2602, -0.1557, -0.1009, -0.1235, -0.1279, -0.1235, -0.1513, -0.1257, -0.0826, -0.0249, -0.0694, -0.0227, -0.0227, -0.0673, -0.0636, -0.0358, 0.0022, -0.0906, -0.03, -0.0168, -0.0797, -0.1345, -0.193, -0.1696, -0.2529, -0.3958, -0.2632, -0.2551, -0.2668, -0.2968, -0.3194, -0.28, -0.28, -0.3216, -0.3224, -0.2822, -0.2946, -0.2822, -0.2434, -0.2361, -0.2368, -0.2727, -0.2288, -0.277, -0.2208, -0.2727, -0.3268, -0.2975, -0.2961, -0.2829, -0.3019, -0.2865, -0.2675, -0.261, -0.2778, -0.2814, -0.3129]}
{"unit_id": "thread:1982865188920463504", "ticker_idx": 0, "ts": "2025-10-27T17:41:15+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 more biased toward $IREN more like 2:1 fyi", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both IREN and NBIS long; 2:1 bias toward IREN over 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": "self_thread", "lang": "en", "tweet_text": "This is the best diagram to understand how both $IREN and $NBIS are approaching the business. \n\nNBIS: @aleabitoreddit argues software orchestration leads to higher utilization. Yes\n\nIREN:  the \"ancient roman/greek\" @TheKamaHsutra @FransBakker9812 @Agrippa_Inv @litigious_dulce argues cheap power/land.\n\nWithout going too much into the math, I conceptually agree with both sides. Two different approaches, both will very profitable. If you're all-in on one or the other, yes you might get triggered but that's ok. I own both because I don't know 100% sure.\n\n---\n\nI'm more biased toward $IREN more like 2:1 fyi.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "thread:1982865188920463504", "ticker_idx": 1, "ts": "2025-10-27T17:41:15+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 own both because I don't know 100% sure", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both IREN and NBIS long; 2:1 bias toward IREN over 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": "self_thread", "lang": "en", "tweet_text": "This is the best diagram to understand how both $IREN and $NBIS are approaching the business. \n\nNBIS: @aleabitoreddit argues software orchestration leads to higher utilization. Yes\n\nIREN:  the \"ancient roman/greek\" @TheKamaHsutra @FransBakker9812 @Agrippa_Inv @litigious_dulce argues cheap power/land.\n\nWithout going too much into the math, I conceptually agree with both sides. Two different approaches, both will very profitable. If you're all-in on one or the other, yes you might get triggered but that's ok. I own both because I don't know 100% sure.\n\n---\n\nI'm more biased toward $IREN more like 2:1 fyi.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139401301414681, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741904621725087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.02375072131960987, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0049505340846965895, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072747255715163, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.030471214096471688, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.2669865678152833, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441104808864969, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330122433822341, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004554964464443367, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166768653332715, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.0064388483535893215, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291397615903933, "alpha_spy_stated": -0.2764830989541609, "alpha_c_stated": -0.2669865678152833, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "reply:1974234477850148877", "ticker_idx": 0, "ts": "2025-10-03T22:05:53+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A few leaps", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds long LEAP calls on 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": "reply_other", "lang": "en", "tweet_text": "@khan_khubilai A few leaps", "reply_text": null, "parent_text": "@DeepValueBagger Do you have calls on IREN?", "quoted_text": null, "parent_author": "khan_khubilai", "ret_m1d": -0.1262337820870536, "ret_signed_m1d": -0.1262337820870536, "alpha_spy_m1d": -0.12266032550773986, "alpha_c_m1d": -0.12660623910619662, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": 0.0003724570191430132, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06805195333637726, "ret_signed_p1d": 0.06805195333637726, "alpha_spy_p1d": 0.07175946722569504, "alpha_c_p1d": 0.0667484256722759, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.001303527664101356, "ret_p1w": 0.11064934008049243, "ret_signed_p1w": 0.11064934008049243, "alpha_spy_p1w": 0.12340970837798204, "alpha_c_p1w": 0.1300161703382392, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01936683025774677, "ret_p1m": 0.15376618620637172, "ret_signed_p1m": 0.15376618620637172, "alpha_spy_p1m": 0.14836119339167864, "alpha_c_p1m": 0.17760235688803638, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.02383617068166466, "ret_p3m": -0.34597401804738226, "ret_signed_p3m": -0.34597401804738226, "alpha_spy_p3m": -0.36432548332676795, "alpha_c_p3m": -0.36946419197690084, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.023490173929518576, "ret_p6m": -0.4064069475446429, "ret_signed_p6m": -0.4064069475446429, "alpha_spy_p6m": -0.3802504695847917, "alpha_c_p6m": -0.3337294381604158, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.07267750938422712, "ret_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": [-0.7063, -0.7051, -0.719, -0.7008, -0.7077, -0.7003, -0.6874, -0.6894, -0.6857, -0.6781, -0.6712, -0.6859, -0.6932, -0.7129, -0.7266, -0.7205, -0.721, -0.7333, -0.7146, -0.7152, -0.6828, -0.6784, -0.6805, -0.6888, -0.6913, -0.693, -0.6696, -0.659, -0.6415, -0.6757, -0.6578, -0.6608, -0.6289, -0.5997, -0.6019, -0.6129, -0.601, -0.5415, -0.5415, -0.4959, -0.5115, -0.5475, -0.5472, -0.5465, -0.4772, -0.4177, -0.4312, -0.4119, -0.3569, -0.3688, -0.3437, -0.3711, -0.3309, -0.2745, -0.2767, -0.1837, -0.1984, -0.2752, -0.2047, -0.1874, -0.1848, -0.1858, -0.1262, 0.0, 0.0681, 0.0405, 0.1056, 0.035, 0.1106, 0.2045, 0.1771, 0.0706, 0.0514, 0.0255, -0.0442, -0.1025, -0.0327, 0.0892, 0.1254, 0.0809, 0.0462, 0.0081, 0.0519, 0.1732, 0.1538, 0.3231, 0.1595, 0.0802, 0.0419, -0.0064, -0.0355, -0.1576, -0.1971, -0.179, -0.1541, -0.2064, -0.2473, -0.2682, -0.1603, -0.178, -0.161, -0.161, -0.1721, -0.1603, -0.288, -0.2388, -0.1957, -0.2258, -0.1976, -0.1889, -0.2395, -0.2391, -0.3051, -0.3856, -0.3664, -0.4151, -0.3801, -0.3087, -0.272, -0.2715, -0.2731, -0.2731, -0.3022, -0.3176, -0.3368, -0.346, -0.346, -0.2606, -0.1647, -0.205, -0.2446, -0.209, -0.2029, -0.1285, -0.0824, -0.0843, -0.1015, 0.0012, 0.0012, -0.0604, -0.0739, -0.0951, -0.0185, -0.0933, 0.0388, 0.0899, 0.0362, -0.0694, -0.0809, -0.0582, -0.2218, -0.311, -0.2757, -0.2009, -0.2566, -0.2611, -0.3068, -0.2689, -0.2689, -0.2906, -0.2713, -0.2504, -0.3077, -0.2665, -0.213, -0.2376, -0.2339, -0.2909, -0.2833, -0.3273, -0.2409, -0.3052, -0.3645, -0.3274, -0.3399, -0.2731, -0.2836, -0.28, -0.2218, -0.2561, -0.2691, -0.2786, -0.285, -0.27, -0.288, -0.2826, -0.3515, -0.3924, -0.4525, -0.4064]}
{"unit_id": "quote:1985496938268311625", "ticker_idx": 0, "ts": "2025-11-03T23:58:53+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Microsoft deal is attracting attention from institutions.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish IREN: endorses Roth Capital PT raise to $94; MSFT deal drawing institutional attention.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Like clockworks,\n\nMicrosoft deal is attracting attention from institutions.\n\n$iren", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $IREN PT RAISED TO $94 AT ROTH CAPITAL\n\n“The firm updated its model and analysis to reflect a slightly broader AI cloud business than previously expected. The company’s $MSFT deal at Childress brings a level of credibility the firm believes investors were looking", "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "quote:1981013928609030475", "ticker_idx": 0, "ts": "2025-10-22T15:05:00+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 Institutional ownership is ~38% and I expect it to go up after this quarter. Keep an eye.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Expects NBIS institutional ownership to rise this quarter; bullish forward lean.", "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": "$NBIS Institutional ownership is ~38% and I expect it to go up after this quarter. Keep an eye.", "reply_text": null, "parent_text": null, "quoted_text": "Nebius is playing out exactly how institutions wanted:\n\nRetail panic.\n\nCapitulation.\n\nLiquidity.\n\nI’ve been saying this for weeks: $NBIS Institutional ownership is ~38%. Every trick in the book will be used to get that number to 65-80% like $HOOD:\n\nHere's what and why this is https://t.co/sebk4BMtCP", "parent_author": null, "ret_m1d": 0.05739196790796086, "ret_signed_m1d": 0.05739196790796086, "alpha_spy_m1d": 0.052165881859361996, "alpha_c_m1d": 0.048657930934148386, "bench_spy_m1d": 0.005226086048598866, "bench_c_m1d": 0.008734036973812476, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07645508725955352, "ret_signed_p1d": 0.07645508725955352, "alpha_spy_p1d": 0.07052512455358917, "alpha_c_p1d": 0.07982760586968629, "bench_spy_p1d": 0.005929962705964353, "bench_c_p1d": -0.0033725186101327687, "ret_p1w": 0.2685053233630823, "ret_signed_p1w": 0.2685053233630823, "alpha_spy_p1w": 0.23917012555835182, "alpha_c_p1w": 0.26288437024893985, "bench_spy_p1w": 0.029335197804730484, "bench_c_p1w": 0.005620953114142457, "ret_p1m": -0.14175626614873638, "ret_signed_p1m": -0.14175626614873638, "alpha_spy_p1m": -0.11889022747864852, "alpha_c_p1m": -0.09272476263481688, "bench_spy_p1m": -0.02286603867008785, "bench_c_p1m": -0.049031503513919494, "ret_p3m": 0.10251470623389292, "ret_signed_p3m": 0.10251470623389292, "alpha_spy_p3m": 0.06372500178007146, "alpha_c_p3m": 0.10335485674732336, "bench_spy_p3m": 0.03878970445382146, "bench_c_p3m": -0.0008401505134304488, "ret_p6m": 0.6765361157285201, "ret_signed_p6m": 0.6765361157285201, "alpha_spy_p6m": 0.6198496238477531, "alpha_c_p6m": 0.642334001078998, "bench_spy_p6m": 0.05668649188076702, "bench_c_p6m": 0.034202114649522164, "ret_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": 0.10251470623389292, "alpha_spy_stated": 0.06372500178007146, "alpha_c_stated": 0.10335485674732336, "price_path": [-0.4791, -0.4651, -0.4889, -0.4799, -0.4481, -0.4727, -0.4507, -0.4406, -0.4414, -0.3378, -0.3026, -0.2878, -0.2362, -0.2838, -0.3058, -0.2738, -0.2644, -0.3187, -0.3159, -0.3289, -0.3005, -0.29, -0.2853, -0.2892, -0.2695, -0.3072, -0.3072, -0.3336, -0.3343, -0.3418, -0.3361, -0.3504, -0.0294, -0.053, -0.0956, -0.0832, -0.0777, -0.0932, -0.046, -0.0456, 0.007, 0.0809, 0.0931, 0.1481, 0.0945, 0.0921, 0.1176, 0.1384, 0.1723, 0.2763, 0.2977, 0.2669, 0.1935, 0.2371, 0.345, 0.3139, 0.3736, 0.2994, 0.2759, 0.2476, 0.1503, 0.1053, 0.0574, 0.0, 0.0765, 0.189, 0.2719, 0.2353, 0.2685, 0.2592, 0.3265, 0.2216, 0.1209, 0.1864, 0.1097, 0.1284, 0.1149, 0.0365, -0.0432, -0.1013, -0.1529, -0.1282, -0.0819, -0.036, -0.1418, -0.1557, -0.0681, -0.0988, -0.0398, -0.0398, -0.038, 0.0155, -0.022, 0.003, 0.0424, -0.0059, 0.0173, -0.0224, -0.051, -0.044, -0.1108, -0.1772, -0.1792, -0.2349, -0.2082, -0.0929, -0.0547, -0.0871, -0.0759, -0.0759, -0.1118, -0.1276, -0.1364, -0.1512, -0.1512, -0.0879, -0.0587, 0.0164, -0.0244, -0.0134, -0.007, 0.0883, 0.0691, 0.0341, 0.0534, 0.1025, 0.1025, 0.0068, 0.0025, -0.0179, -0.0418, -0.0726, -0.0076, 0.0184, -0.0376, -0.1362, -0.1061, -0.0879, -0.1646, -0.251, -0.127, -0.0582, -0.0693, -0.1015, -0.0901, -0.0062, -0.0062, -0.0112, 0.0322, 0.0912, -0.0071, 0.0202, 0.0402, 0.076, 0.0635, -0.0753, -0.0772, -0.1199, -0.0085, -0.0301, -0.0942, -0.0373, -0.0222, 0.1356, 0.0955, 0.1453, 0.3167, 0.1796, 0.2022, 0.2322, 0.1927, 0.1575, 0.1652, 0.167, 0.0745, 0.0223, -0.0645, 0.0521, 0.0338, 0.1034, 0.1034, 0.1411, 0.1904, 0.2675, 0.3824, 0.47, 0.5672, 0.6421, 0.691, 0.6765]}
{"unit_id": "thread:1983618976119976341", "ticker_idx": 0, "ts": "2025-10-29T19:36:32+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "screw it, i bought 10 shares to force myself to track $SNDK closer", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated small SNDK position to track it; bullish on high-speed memory demand for AI datacenters.", "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": "self_thread", "lang": "en", "tweet_text": "Does anyone own $SNDK Sandisk? They make high speed memory, which is also in very in high demand for AI Datacenter. I've been tracking this but haven't been able to make an entry yet. 473% YTD. Totally under the radar. https://t.co/utdC9Zfx5Q\n\n---\n\nscrew it, i bought 10 shares to force myself to track $SNDK closer.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14107458281928753, "ret_signed_m1d": -0.14107458281928753, "alpha_spy_m1d": -0.14059444282575684, "alpha_c_m1d": -0.13393930067855786, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.007135282140729671, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.041788966826320495, "ret_signed_p1d": -0.041788966826320495, "alpha_spy_p1d": -0.030790779683812386, "alpha_c_p1d": -0.02949151538170991, "bench_spy_p1d": -0.010998187142508109, "bench_c_p1d": -0.012297451444610585, "ret_p1w": 0.05940496845464138, "ret_signed_p1w": 0.05940496845464138, "alpha_spy_p1w": 0.07367630834066652, "alpha_c_p1w": 0.08912919908822059, "bench_spy_p1w": -0.014271339886025136, "bench_c_p1w": -0.029724230633579207, "ret_p1m": 0.05226068038698317, "ret_signed_p1m": 0.05226068038698317, "alpha_spy_p1m": 0.06347704786964314, "alpha_c_p1m": 0.11917294013107893, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.06691225974409576, "ret_p3m": 1.3037775806755456, "ret_signed_p3m": 1.3037775806755456, "alpha_spy_p3m": 1.2930312364944028, "alpha_c_p3m": 1.3416787551844107, "bench_spy_p3m": 0.010746344181142842, "bench_c_p3m": -0.0379011745088651, "ret_p6m": 3.562683450239481, "ret_signed_p6m": 3.562683450239481, "alpha_spy_p6m": 3.526177411872508, "alpha_c_p6m": 3.535028036373875, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.02765541386560577, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05226068038698317, "alpha_spy_stated": 0.06347704786964314, "alpha_c_stated": 0.11917294013107893, "price_path": [-0.7978, -0.792, -0.7948, -0.794, -0.8009, -0.783, -0.7878, -0.7708, -0.77, -0.7716, -0.7821, -0.7773, -0.7819, -0.7827, -0.7774, -0.7731, -0.7711, -0.7683, -0.763, -0.7511, -0.7432, -0.7432, -0.7501, -0.7406, -0.6942, -0.6646, -0.655, -0.655, -0.6383, -0.5875, -0.5785, -0.5592, -0.552, -0.5402, -0.5162, -0.4999, -0.4964, -0.4794, -0.5115, -0.5386, -0.5248, -0.4446, -0.451, -0.4073, -0.3925, -0.3716, -0.4071, -0.4082, -0.3547, -0.3654, -0.4279, -0.3413, -0.3771, -0.2939, -0.294, -0.3142, -0.2756, -0.2695, -0.2809, -0.1826, -0.0891, -0.1364, -0.1411, 0.0, -0.0418, -0.0246, 0.013, -0.0479, 0.0594, 0.0163, 0.1719, 0.3112, 0.3289, 0.3853, 0.1919, 0.2437, 0.301, 0.1985, 0.2036, -0.0411, -0.02, 0.1106, 0.079, 0.0523, 0.0523, 0.0926, 0.0284, 0.0048, -0.0488, 0.0438, 0.118, 0.1033, 0.0739, 0.1395, 0.1823, 0.0089, -0.0122, 0.0242, 0.0121, 0.0739, 0.1627, 0.1795, 0.1984, 0.2237, 0.2237, 0.2236, 0.1952, 0.1755, 0.1616, 0.1616, 0.3468, 0.3412, 0.7109, 0.7301, 0.637, 0.8468, 0.9048, 0.9075, 0.8977, 1.0025, 1.024, 1.024, 1.2173, 1.453, 1.4635, 1.3186, 1.3038, 1.3558, 1.5819, 1.639, 1.8198, 2.2552, 2.4034, 1.8604, 1.8195, 1.926, 1.8548, 1.6504, 1.9328, 2.0842, 2.066, 2.066, 1.8899, 1.938, 2.0392, 2.1805, 2.2614, 2.1245, 2.0944, 2.19, 2.109, 2.0294, 1.7667, 1.9314, 1.7676, 1.5804, 1.8808, 2.0284, 2.2072, 2.0281, 2.2375, 2.4431, 2.524, 2.6881, 2.7781, 2.4728, 2.4375, 2.4375, 2.317, 1.9515, 2.0135, 1.8014, 2.1089, 2.3898, 2.4331, 2.4331, 2.5459, 2.4782, 2.8212, 3.167, 3.168, 3.6609, 3.6216, 3.3635, 3.4993, 3.5067, 3.4677, 3.4211, 3.7909, 3.5627]}
{"unit_id": "reply:1975760954836328573", "ticker_idx": 0, "ts": "2025-10-08T03:11:34+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I made a small play today, as much as i hate painpal. There could be good swing trade on low premium.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Took a small long position in PYPL today; sees a potential swing trade opportunity on low premium.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@yeah_dave I made a small play today, as much as i hate painpal. There could be good swing trade on low premium.", "reply_text": null, "parent_text": "$PYPL\n\nThought about this for a bit and decided to take a small position in Paypal (Painpal?).  Chart and it's holders have been beaten to death, the news and activity level on this name is ramping up, and the company seems to be making a genuine attempt at a turn around.\n\nI https://t.co/uL6SRVCDbv", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": -0.019965864183522752, "ret_signed_m1d": -0.019965864183522752, "alpha_spy_m1d": -0.014038156164490778, "alpha_c_m1d": -0.024824781534736218, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.004858917351213465, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004991491316695407, "ret_signed_p1d": -0.004991491316695407, "alpha_spy_p1d": -0.0020945165917621855, "alpha_c_p1d": -0.0014408023032085326, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.003550689013486874, "ret_p1w": -0.10705374141992663, "ret_signed_p1w": -0.10705374141992663, "alpha_spy_p1w": -0.09525775331758224, "alpha_c_p1w": -0.10200800646439012, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.005045734955536507, "ret_p1m": -0.1296466584149033, "ret_signed_p1m": -0.1296466584149033, "alpha_spy_p1m": -0.12548688576972844, "alpha_c_p1m": -0.10908979475127367, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.020556863663629632, "ret_p3m": -0.2194002022676007, "ret_signed_p3m": -0.2194002022676007, "alpha_spy_p3m": -0.24412450921672857, "alpha_c_p3m": -0.27202922529523366, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.05262902302763295, "ret_p6m": -0.40125565624009696, "ret_signed_p6m": -0.40125565624009696, "alpha_spy_p6m": -0.38113162008121515, "alpha_c_p6m": -0.33488677207227924, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.06636888416781772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1296466584149033, "alpha_spy_stated": -0.12548688576972844, "alpha_c_stated": -0.10908979475127367, "price_path": [-0.0627, -0.0294, -0.0416, -0.0415, -0.0298, -0.0257, -0.0172, -0.0017, 0.007, 0.0222, 0.0243, 0.0275, -0.0615, -0.0843, -0.0968, -0.1185, -0.1067, -0.109, -0.0881, -0.1039, -0.1114, -0.1189, -0.1072, -0.0722, -0.0887, -0.0906, -0.0867, -0.093, -0.1057, -0.1127, -0.0818, -0.0874, -0.0782, -0.0851, -0.0797, -0.078, -0.078, -0.0904, -0.0852, -0.1007, -0.1034, -0.1015, -0.111, -0.1378, -0.1164, -0.1214, -0.1185, -0.1219, -0.0986, -0.1, -0.1039, -0.111, -0.1159, -0.1086, -0.1233, -0.116, -0.0847, -0.1191, -0.1244, -0.0946, -0.0904, -0.0636, -0.02, 0.0, -0.005, -0.0826, -0.0955, -0.0917, -0.1071, -0.1324, -0.1145, -0.091, -0.0799, -0.1059, -0.085, -0.0835, -0.0772, -0.0409, -0.0847, -0.1077, -0.0901, -0.1023, -0.132, -0.106, -0.1296, -0.1302, -0.1298, -0.1147, -0.1173, -0.1419, -0.175, -0.187, -0.2027, -0.2086, -0.235, -0.2025, -0.2027, -0.194, -0.186, -0.186, -0.1746, -0.1761, -0.1719, -0.1937, -0.1873, -0.18, -0.1953, -0.1998, -0.1948, -0.1878, -0.1882, -0.2003, -0.1925, -0.2077, -0.2174, -0.2126, -0.2119, -0.2178, -0.2095, -0.2095, -0.2104, -0.2168, -0.2219, -0.2314, -0.2314, -0.2345, -0.2194, -0.2126, -0.2297, -0.2328, -0.2409, -0.2457, -0.2553, -0.2409, -0.253, -0.251, -0.251, -0.2748, -0.2642, -0.2476, -0.2546, -0.2548, -0.2692, -0.288, -0.3008, -0.3063, -0.311, -0.451, -0.4598, -0.4747, -0.4678, -0.4582, -0.4538, -0.4673, -0.4855, -0.4696, -0.4696, -0.4627, -0.4543, -0.4506, -0.4516, -0.42, -0.3809, -0.377, -0.4006, -0.3916, -0.3992, -0.3894, -0.3826, -0.3709, -0.3797, -0.3904, -0.4055, -0.3982, -0.4142, -0.4071, -0.4002, -0.3908, -0.4112, -0.4164, -0.4188, -0.3993, -0.4162, -0.4077, -0.4031, -0.4244, -0.4101, -0.4027, -0.4106, -0.4013]}
{"unit_id": "orig:1980321625133498686", "ticker_idx": 0, "ts": "2025-10-20T17:14:02+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I trust my net worth on their platform, and their shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD shares with high conviction; defends engineering team against downtime criticism.", "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": "A lot of concerned trolls coming out accusing $HOOD of not having multi-cloud, high availability systems without proof. \n\nThere is less than 0.01% engineers that have the privilege to work at Facebook, eBay, Google, WhatsApp on large backend platforms to understand how complex it is to scale systems. So most \"full stack\" engineers thinks the problem is elastic and it magically work. I can say you are 100% WRONG. \n\nNetflix, Google, Meta all had famous downtime. I'm fully confident that $HOOD engineering team will adapt and improve their system. I trust my net worth on their platform, and their shares. \n\nKeep up the great work team @vladtenev", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04337260130549159, "ret_signed_m1d": -0.04337260130549159, "alpha_spy_m1d": -0.03307915800234895, "alpha_c_m1d": -0.03181742335961313, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029160578975524043, "ret_signed_p1d": -0.029160578975524043, "alpha_spy_p1d": -0.029145636096740812, "alpha_c_p1d": -0.0280240196833198, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.07407950907600158, "ret_signed_p1w": 0.07407950907600158, "alpha_spy_p1w": 0.05331385796893584, "alpha_c_p1w": 0.06385025601905281, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.15832105682505504, "ret_signed_p1m": -0.15832105682505504, "alpha_spy_p1m": -0.14160721772080642, "alpha_c_p1m": -0.13142199929375342, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.18740798236902023, "ret_signed_p3m": -0.18740798236902023, "alpha_spy_p3m": -0.2216482598261933, "alpha_c_p3m": -0.22093754205341387, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.41759945095327544, "ret_signed_p6m": -0.41759945095327544, "alpha_spy_p6m": -0.4579901439783247, "alpha_c_p6m": -0.40695482237535185, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15832105682505504, "alpha_spy_stated": -0.14160721772080642, "alpha_c_stated": -0.13142199929375342, "price_path": [-0.2483, -0.2494, -0.2279, -0.2138, -0.2392, -0.2187, -0.2412, -0.2644, -0.2167, -0.2234, -0.222, -0.1809, -0.1559, -0.1633, -0.1599, -0.2001, -0.1848, -0.1593, -0.153, -0.2084, -0.2243, -0.2172, -0.195, -0.2052, -0.1988, -0.2421, -0.2365, -0.2339, -0.2339, -0.2574, -0.2576, -0.2422, -0.2544, -0.1364, -0.1274, -0.1351, -0.1329, -0.1529, -0.1544, -0.1356, -0.1264, -0.1096, -0.0811, -0.0803, -0.0707, -0.0663, -0.0968, -0.1032, 0.0068, 0.0543, 0.0246, 0.0729, 0.0948, 0.0623, 0.0677, 0.111, 0.1227, 0.0233, 0.0359, -0.0063, -0.0122, -0.0321, -0.0434, 0.0, -0.0292, -0.0632, -0.0108, 0.0294, 0.0741, 0.077, 0.0663, 0.0167, 0.0809, 0.0831, 0.0074, 0.0492, -0.0642, -0.0401, 0.0006, -0.0285, -0.0208, -0.1051, -0.0979, -0.146, -0.1583, -0.1299, -0.2179, -0.2099, -0.1534, -0.149, -0.056, -0.056, -0.0538, -0.0925, -0.0725, -0.0159, 0.0094, -0.0284, 0.0046, -0.0007, -0.001, -0.0915, -0.12, -0.1513, -0.1208, -0.1473, -0.1373, -0.1064, -0.0989, -0.1146, -0.1131, -0.1131, -0.1301, -0.1353, -0.1499, -0.1672, -0.1672, -0.1516, -0.0925, -0.1038, -0.1387, -0.1503, -0.1512, -0.1346, -0.1146, -0.1188, -0.1874, -0.1993, -0.1993, -0.2211, -0.22, -0.2176, -0.2122, -0.2121, -0.225, -0.2386, -0.2545, -0.2675, -0.3379, -0.3588, -0.4063, -0.4648, -0.3901, -0.3626, -0.3697, -0.4258, -0.4763, -0.4406, -0.4406, -0.4445, -0.4462, -0.4429, -0.4395, -0.4714, -0.4596, -0.4291, -0.4149, -0.4415, -0.4199, -0.4398, -0.3946, -0.4068, -0.4323, -0.4157, -0.4217, -0.4205, -0.4395, -0.4596, -0.4454, -0.4304, -0.4485, -0.4539, -0.478, -0.4662, -0.4913, -0.4658, -0.482, -0.5138, -0.5202, -0.4897, -0.4837, -0.4926, -0.4926, -0.4862, -0.4871, -0.4711, -0.4837, -0.4905, -0.4722, -0.4176]}
{"unit_id": "quote:1978434779063185777", "ticker_idx": 0, "ts": "2025-10-15T12:16:23+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Over $100 by halloween.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish IREN to over $100 by Halloween, endorsing large call-option flow.", "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": "Over $100 by halloween. \n\nAre you scared yet? $iren", "reply_text": null, "parent_text": null, "quoted_text": "$IREN SOMEONE JUST DROPPED 210k ON 100c FOR HALLOWEEN 🐉👻🎃 https://t.co/znGBsRjp9F", "parent_author": null, "ret_m1d": 0.02324204359573634, "ret_signed_m1d": 0.02324204359573634, "alpha_spy_m1d": 0.027661951193364454, "alpha_c_m1d": 0.02324204359573634, "bench_spy_m1d": -0.004419907597628114, "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": -0.09046780262113119, "ret_signed_p1d": -0.09046780262113119, "alpha_spy_p1d": -0.08365766805880082, "alpha_c_p1d": -0.06266907946676015, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.02779872315437104, "ret_p1w": -0.23756988420671643, "ret_signed_p1w": -0.23756988420671643, "alpha_spy_p1w": -0.24152377387435786, "alpha_c_p1w": -0.2223557686288995, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": -0.015214115577816933, "ret_p1m": -0.28434835064013175, "ret_signed_p1m": -0.28434835064013175, "alpha_spy_p1m": -0.29467651811644713, "alpha_c_p1m": -0.2794647196229755, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": -0.004883631017156276, "ret_p3m": -0.25963519644455413, "ret_signed_p3m": -0.25963519644455413, "alpha_spy_p3m": -0.3078095339649557, "alpha_c_p3m": -0.3017696952312615, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.042134498786707386, "ret_p6m": -0.4548396654424246, "ret_signed_p6m": -0.4548396654424246, "alpha_spy_p6m": -0.4828195225876212, "alpha_c_p6m": -0.4273073234803375, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": -0.027532341962087092, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.28434835064013175, "alpha_spy_stated": -0.29467651811644713, "alpha_c_stated": -0.2794647196229755, "price_path": [-0.7361, -0.733, -0.7265, -0.7207, -0.7332, -0.7393, -0.7561, -0.7677, -0.7626, -0.763, -0.7735, -0.7576, -0.758, -0.7305, -0.7268, -0.7286, -0.7357, -0.7377, -0.7392, -0.7193, -0.7104, -0.6954, -0.7245, -0.7093, -0.7118, -0.6848, -0.6599, -0.6618, -0.6712, -0.6611, -0.6105, -0.6105, -0.5718, -0.585, -0.6156, -0.6153, -0.6147, -0.5559, -0.5053, -0.5168, -0.5004, -0.4537, -0.4638, -0.4425, -0.4657, -0.4316, -0.3836, -0.3856, -0.3066, -0.3191, -0.3842, -0.3244, -0.3096, -0.3074, -0.3083, -0.2577, -0.1505, -0.0927, -0.1161, -0.0608, -0.1208, -0.0565, 0.0232, 0.0, -0.0905, -0.1068, -0.1289, -0.1881, -0.2376, -0.1783, -0.0747, -0.044, -0.0818, -0.1112, -0.1436, -0.1064, -0.0034, -0.0199, 0.124, -0.015, -0.0824, -0.1149, -0.1559, -0.1806, -0.2843, -0.3179, -0.3026, -0.2814, -0.3258, -0.3605, -0.3783, -0.2867, -0.3017, -0.2873, -0.2873, -0.2967, -0.2867, -0.3951, -0.3533, -0.3167, -0.3423, -0.3183, -0.311, -0.3539, -0.3536, -0.4097, -0.4781, -0.4618, -0.5031, -0.4734, -0.4128, -0.3816, -0.3811, -0.3825, -0.3825, -0.4072, -0.4203, -0.4366, -0.4444, -0.4444, -0.3719, -0.2904, -0.3247, -0.3583, -0.328, -0.3229, -0.2596, -0.2205, -0.2221, -0.2367, -0.1495, -0.1495, -0.2018, -0.2133, -0.2312, -0.1662, -0.2298, -0.1175, -0.0741, -0.1197, -0.2095, -0.2192, -0.1999, -0.3389, -0.4147, -0.3847, -0.3211, -0.3685, -0.3723, -0.4112, -0.3789, -0.3789, -0.3973, -0.381, -0.3632, -0.4119, -0.3769, -0.3314, -0.3523, -0.3492, -0.3976, -0.3911, -0.4285, -0.3551, -0.4098, -0.4601, -0.4287, -0.4392, -0.3825, -0.3914, -0.3883, -0.3389, -0.368, -0.3791, -0.3872, -0.3926, -0.3798, -0.3951, -0.3906, -0.4491, -0.4838, -0.5349, -0.4957, -0.4985, -0.4885, -0.4885, -0.4832, -0.4743, -0.4582, -0.4548]}
{"unit_id": "orig:1978066141898576218", "ticker_idx": 0, "ts": "2025-10-14T11:51:33+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought 2000 more $iren shares because why not?", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 IREN shares; ongoing long position disclosure.", "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": "Bought 2000 more $iren shares because why not?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0779183202871706, "ret_signed_m1d": -0.0779183202871706, "alpha_spy_m1d": -0.07914146081990314, "alpha_c_m1d": -0.06702425057942629, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.010894069707744314, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022714121005097065, "ret_signed_p1d": -0.022714121005097065, "alpha_spy_p1d": -0.027153650914702454, "alpha_c_p1d": -0.022714121005097065, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.0, "ret_p1w": -0.20651233996477936, "ret_signed_p1w": -0.20651233996477936, "alpha_spy_p1w": -0.2201933554706551, "alpha_c_p1w": -0.1969330605197399, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.009579279445039446, "ret_p1m": -0.19925240486070106, "ret_signed_p1m": -0.19925240486070106, "alpha_spy_p1m": -0.23118992191329857, "alpha_c_p1m": -0.20732891145376253, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.008076506593061472, "ret_p3m": -0.3382691145076079, "ret_signed_p3m": -0.3382691145076079, "alpha_spy_p3m": -0.3894460504002496, "alpha_c_p3m": -0.3886969670871939, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05042785257958604, "ret_p6m": -0.47052899477129806, "ret_signed_p6m": -0.47052899477129806, "alpha_spy_p6m": -0.49715000446349267, "alpha_c_p6m": -0.4405337327738279, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.029995261997470157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19925240486070106, "alpha_spy_stated": -0.23118992191329857, "alpha_c_stated": -0.20732891145376253, "price_path": [-0.7405, -0.7421, -0.7391, -0.7327, -0.727, -0.7392, -0.7453, -0.7616, -0.773, -0.768, -0.7684, -0.7786, -0.7631, -0.7635, -0.7366, -0.733, -0.7348, -0.7417, -0.7437, -0.7451, -0.7257, -0.7169, -0.7023, -0.7307, -0.7159, -0.7184, -0.6919, -0.6676, -0.6695, -0.6786, -0.6688, -0.6193, -0.6193, -0.5815, -0.5945, -0.6244, -0.6241, -0.6235, -0.566, -0.5165, -0.5277, -0.5118, -0.4661, -0.476, -0.4551, -0.4779, -0.4445, -0.3976, -0.3995, -0.3223, -0.3345, -0.3982, -0.3397, -0.3253, -0.3232, -0.324, -0.2746, -0.1698, -0.1133, -0.1361, -0.0821, -0.1407, -0.0779, 0.0, -0.0227, -0.1111, -0.1271, -0.1486, -0.2065, -0.2549, -0.197, -0.0957, -0.0657, -0.1026, -0.1314, -0.163, -0.1267, -0.026, -0.0421, 0.0985, -0.0374, -0.1032, -0.135, -0.1751, -0.1993, -0.3006, -0.3334, -0.3184, -0.2977, -0.3411, -0.3751, -0.3925, -0.3029, -0.3176, -0.3035, -0.3035, -0.3127, -0.3029, -0.4089, -0.368, -0.3322, -0.3572, -0.3338, -0.3266, -0.3686, -0.3683, -0.4231, -0.4899, -0.474, -0.5144, -0.4853, -0.4261, -0.3956, -0.3952, -0.3965, -0.3965, -0.4206, -0.4334, -0.4494, -0.457, -0.457, -0.3861, -0.3065, -0.34, -0.3728, -0.3433, -0.3383, -0.2765, -0.2382, -0.2398, -0.254, -0.1688, -0.1688, -0.22, -0.2312, -0.2487, -0.1852, -0.2473, -0.1376, -0.0952, -0.1397, -0.2274, -0.2369, -0.2181, -0.3539, -0.428, -0.3986, -0.3365, -0.3828, -0.3866, -0.4245, -0.393, -0.393, -0.411, -0.3951, -0.3777, -0.4252, -0.391, -0.3466, -0.367, -0.364, -0.4113, -0.405, -0.4415, -0.3698, -0.4232, -0.4724, -0.4416, -0.452, -0.3965, -0.4053, -0.4022, -0.3539, -0.3824, -0.3932, -0.4011, -0.4064, -0.3939, -0.4089, -0.4044, -0.4616, -0.4955, -0.5454, -0.5072, -0.5099, -0.5001, -0.5001, -0.495, -0.4862, -0.4705]}
{"unit_id": "reply:1972010859460465005", "ticker_idx": 0, "ts": "2025-09-27T18:50:01+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there is a short term swing trade if it is oversold, with low option premium", "tweet_type": "analysis", "timeline": "days", "summary": "Short-term swing trade long on PYPL if oversold, with low option premium.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GlobalCollapse @DumbMoneyCapitl @FrostyFinances Venmo was acquired. Also proves internal team cannot execute growth. Now it's under the corporate overlords. \n\nI think there is a short term swing trade if it is oversold, with low option premium.", "reply_text": null, "parent_text": "@DeepValueBagger @DumbMoneyCapitl @FrostyFinances You gotta remember $PYPL owns Venmo among other things.  I don't own it but it's pretty attractive here IMO.", "quoted_text": null, "parent_author": "GlobalCollapse", "ret_m1d": -0.0341561528575447, "ret_signed_m1d": -0.0341561528575447, "alpha_spy_m1d": -0.031353582548952263, "alpha_c_m1d": -0.029168140151939914, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03760055988732458, "ret_signed_p1d": -0.03760055988732458, "alpha_spy_p1d": -0.04136739464268291, "alpha_c_p1d": -0.032797296318784475, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.02310562307067987, "ret_signed_p1w": 0.02310562307067987, "alpha_spy_p1w": 0.011157144965389554, "alpha_c_p1w": 0.03104947930589197, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.047933339216111426, "ret_signed_p1m": 0.047933339216111426, "alpha_spy_p1m": 0.012705557124483846, "alpha_c_p1m": 0.06899374219749166, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.1363547509525186, "ret_signed_p3m": -0.1363547509525186, "alpha_spy_p3m": -0.1796587461915614, "alpha_c_p3m": -0.16951158585027526, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.3621359741190162, "ret_signed_p6m": -0.3621359741190162, "alpha_spy_p6m": -0.3519189807732661, "alpha_c_p6m": -0.28041486827773354, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_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": 0.02310562307067987, "alpha_spy_stated": 0.011157144965389554, "alpha_c_stated": 0.03104947930589197, "price_path": [0.0951, 0.0992, 0.0992, 0.0933, 0.0768, 0.0739, 0.0864, 0.0241, 0.0604, 0.0471, 0.0472, 0.06, 0.0644, 0.0738, 0.0907, 0.1002, 0.1168, 0.1191, 0.1226, 0.0254, 0.0004, -0.0132, -0.0369, -0.024, -0.0265, -0.0037, -0.021, -0.0291, -0.0373, -0.0245, 0.0136, -0.0043, -0.0065, -0.0022, -0.009, -0.023, -0.0306, 0.0032, -0.0029, 0.0072, -0.0004, 0.0055, 0.0073, 0.0073, -0.0062, -0.0006, -0.0175, -0.0204, -0.0184, -0.0287, -0.058, -0.0346, -0.04, -0.0369, -0.0406, -0.0152, -0.0166, -0.021, -0.0287, -0.034, -0.0261, -0.0422, -0.0342, 0.0, -0.0376, -0.0433, -0.0108, -0.0062, 0.0231, 0.0708, 0.0926, 0.0871, 0.0023, -0.0118, -0.0076, -0.0244, -0.0521, -0.0326, -0.0069, 0.0053, -0.0231, -0.0003, 0.0013, 0.0082, 0.0479, 0.0, -0.0251, -0.0059, -0.0192, -0.0517, -0.0232, -0.0491, -0.0497, -0.0492, -0.0327, -0.0356, -0.0624, -0.0986, -0.1118, -0.1289, -0.1353, -0.1642, -0.1287, -0.1289, -0.1194, -0.1106, -0.1106, -0.0982, -0.0998, -0.0952, -0.1191, -0.112, -0.1041, -0.1208, -0.1257, -0.1202, -0.1126, -0.1131, -0.1263, -0.1178, -0.1343, -0.145, -0.1397, -0.1389, -0.1454, -0.1364, -0.1364, -0.1374, -0.1443, -0.1499, -0.1602, -0.1602, -0.1637, -0.1471, -0.1397, -0.1584, -0.1618, -0.1706, -0.1759, -0.1864, -0.1706, -0.1838, -0.1817, -0.1817, -0.2077, -0.1961, -0.1779, -0.1855, -0.1858, -0.2015, -0.2221, -0.236, -0.2421, -0.2473, -0.4002, -0.4098, -0.4261, -0.4186, -0.4081, -0.4032, -0.418, -0.4379, -0.4204, -0.4204, -0.413, -0.4038, -0.3997, -0.4009, -0.3664, -0.3236, -0.3193, -0.3451, -0.3353, -0.3436, -0.3328, -0.3255, -0.3126, -0.3223, -0.334, -0.3504, -0.3425, -0.36, -0.3522, -0.3447, -0.3344, -0.3567, -0.3624, -0.365, -0.3437, -0.3621]}
{"unit_id": "reply:1979193674912223330", "ticker_idx": 0, "ts": "2025-10-17T14:31:58+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "whatever your price target is, triple it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisively bullish RKLB; implies any current price target should be tripled.", "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": "reply_other", "lang": "en", "tweet_text": "@RhoRidgeback whatever your price target is, triple it.", "reply_text": null, "parent_text": "@DeepValueBagger Whats your price target on RKLB?", "quoted_text": null, "parent_author": "RhoRidgeback", "ret_m1d": 0.011015593691145575, "ret_signed_m1d": 0.011015593691145575, "alpha_spy_m1d": 0.016659761401493278, "alpha_c_m1d": 0.011872375848246297, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.0008567821571007217, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01629699540912366, "ret_signed_p1d": 0.01629699540912366, "alpha_spy_p1d": 0.005896495146200387, "alpha_c_p1d": 0.004499654923427743, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.011797340485695917, "ret_p1w": -0.025803518501484102, "ret_signed_p1w": -0.025803518501484102, "alpha_spy_p1w": -0.04515962172674792, "alpha_c_p1w": -0.04676181402640511, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.02095829552492101, "ret_p1m": -0.34646139177340085, "ret_signed_p1m": -0.34646139177340085, "alpha_spy_p1m": -0.3483878597558049, "alpha_c_p1m": -0.33848680511296947, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": -0.007974586660431382, "ret_p3m": 0.3852423072570432, "ret_signed_p3m": 0.3852423072570432, "alpha_spy_p3m": 0.34308352194521774, "alpha_c_p3m": 0.29888736957562, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.08635493768142322, "ret_p6m": 0.06564065676576059, "ret_signed_p6m": 0.06564065676576059, "alpha_spy_p6m": 0.027084064615186643, "alpha_c_p6m": -0.07987181227529971, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.1455124690410603, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34646139177340085, "alpha_spy_stated": -0.3483878597558049, "alpha_c_stated": -0.33848680511296947, "price_path": [-0.2926, -0.2583, -0.2737, -0.2843, -0.3193, -0.3392, -0.2992, -0.3071, -0.3238, -0.3279, -0.3247, -0.3345, -0.3329, -0.3256, -0.3207, -0.3447, -0.3511, -0.354, -0.332, -0.3214, -0.3825, -0.386, -0.3733, -0.3303, -0.2875, -0.2737, -0.3021, -0.277, -0.2666, -0.2666, -0.2559, -0.3431, -0.3513, -0.3083, -0.2798, -0.2903, -0.3033, -0.2692, -0.1951, -0.1845, -0.2871, -0.2745, -0.2881, -0.2789, -0.2484, -0.2016, -0.2653, -0.2964, -0.3019, -0.2906, -0.277, -0.2761, -0.2082, -0.1526, -0.1172, -0.0718, -0.0145, 0.0023, -0.0303, -0.0128, 0.0266, 0.0453, 0.011, 0.0, 0.0163, -0.0131, -0.0861, -0.0407, -0.0258, -0.0098, -0.038, -0.0017, -0.0807, -0.0496, -0.0744, -0.1464, -0.1486, -0.2514, -0.2208, -0.2168, -0.2268, -0.246, -0.3172, -0.3128, -0.3465, -0.3545, -0.3418, -0.4043, -0.3919, -0.3594, -0.3572, -0.3673, -0.3673, -0.3641, -0.3908, -0.3677, -0.3252, -0.255, -0.2598, -0.222, -0.1938, -0.132, -0.0413, -0.0721, -0.1639, -0.1627, -0.1858, -0.0958, 0.0641, 0.1702, 0.1646, 0.1646, 0.1646, 0.0661, 0.0581, 0.0631, 0.0527, 0.0527, 0.1467, 0.1791, 0.2982, 0.2687, 0.2537, 0.2804, 0.3264, 0.3065, 0.3852, 0.3695, 0.4531, 0.4531, 0.3454, 0.3252, 0.3276, 0.3415, 0.2144, 0.3128, 0.3365, 0.2929, 0.2082, 0.1189, 0.2263, 0.1032, 0.0008, 0.0913, 0.1444, 0.0869, 0.0506, -0.0039, 0.0177, 0.0177, 0.0546, 0.123, 0.1556, 0.0693, 0.0595, 0.0558, 0.0593, 0.0963, 0.0427, 0.0709, 0.0582, 0.0851, 0.0563, 0.0579, 0.0786, 0.0401, 0.0859, 0.0317, 0.0323, 0.0761, 0.1859, 0.0484, 0.0854, 0.0145, 0.0261, -0.003, 0.0997, -0.005, -0.0806, -0.1341, -0.0309, -0.0113, 0.022, 0.022, 0.0211, 0.0008, 0.0424, 0.0071, 0.0269, 0.0656]}
{"unit_id": "quote:1979309678094848408", "ticker_idx": 0, "ts": "2025-10-17T22:12:55+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 here to tell you, it's bullish.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Canaccord Buy/PT raise on IREN; argues $68 PT is not a ceiling and the stock remains 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": "quote", "lang": "en", "tweet_text": "The analysts nudged up the price target for $iren. If you are inexperienced, you would think $68 is the ceiling and looking to sell or not enter at all.\n\nI'm here to tell you, it's bullish.", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Canaccord Genuity Raises Price Target from $42 to $68, While Confirming a Buy Rating.", "parent_author": null, "ret_m1d": 0.025329280126316522, "ret_signed_m1d": 0.025329280126316522, "alpha_spy_m1d": 0.03562272342945916, "alpha_c_m1d": 0.03688445807219498, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06796692743855903, "ret_signed_p1d": -0.06796692743855903, "alpha_spy_p1d": -0.0679519845597758, "alpha_c_p1d": -0.06683036814635479, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.09743324086675687, "ret_signed_p1w": 0.09743324086675687, "alpha_spy_p1w": 0.07666758975969112, "alpha_c_p1w": 0.08720398780980809, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.17510980298589918, "ret_signed_p1m": -0.17510980298589918, "alpha_spy_p1m": -0.15839596388165056, "alpha_c_p1m": -0.14821074545459756, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.1237757798034651, "ret_signed_p3m": -0.1237757798034651, "alpha_spy_p3m": -0.15801605726063817, "alpha_c_p3m": -0.15730533948785874, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.20010135164731535, "ret_signed_p6m": -0.20010135164731535, "alpha_spy_p6m": -0.24049204467236462, "alpha_c_p6m": -0.18945672306939176, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17510980298589918, "alpha_spy_stated": -0.15839596388165056, "alpha_c_stated": -0.14821074545459756, "price_path": [-0.6793, -0.6937, -0.7008, -0.72, -0.7334, -0.7275, -0.728, -0.74, -0.7217, -0.7222, -0.6906, -0.6864, -0.6884, -0.6966, -0.6989, -0.7006, -0.6778, -0.6675, -0.6504, -0.6837, -0.6663, -0.6692, -0.6381, -0.6096, -0.6118, -0.6225, -0.6109, -0.5529, -0.5529, -0.5084, -0.5236, -0.5588, -0.5584, -0.5578, -0.4902, -0.4321, -0.4453, -0.4265, -0.3728, -0.3845, -0.36, -0.3867, -0.3475, -0.2925, -0.2947, -0.204, -0.2183, -0.2931, -0.2244, -0.2075, -0.205, -0.206, -0.1479, -0.0248, 0.0415, 0.0147, 0.0782, 0.0093, 0.0831, 0.1746, 0.1479, 0.0441, 0.0253, 0.0, -0.068, -0.1248, -0.0567, 0.0621, 0.0974, 0.054, 0.0203, -0.0169, 0.0258, 0.144, 0.1251, 0.2903, 0.1307, 0.0534, 0.016, -0.0311, -0.0594, -0.1785, -0.217, -0.1994, -0.1751, -0.2261, -0.266, -0.2864, -0.1812, -0.1984, -0.1819, -0.1819, -0.1927, -0.1812, -0.3056, -0.2577, -0.2156, -0.245, -0.2175, -0.2091, -0.2584, -0.258, -0.3224, -0.4009, -0.3821, -0.4296, -0.3955, -0.3259, -0.2901, -0.2896, -0.2911, -0.2911, -0.3195, -0.3345, -0.3533, -0.3622, -0.3622, -0.279, -0.1854, -0.2248, -0.2633, -0.2286, -0.2227, -0.1501, -0.1052, -0.1071, -0.1238, -0.0236, -0.0236, -0.0838, -0.0969, -0.1175, -0.0429, -0.1158, 0.013, 0.0628, 0.0105, -0.0925, -0.1037, -0.0816, -0.2411, -0.3281, -0.2937, -0.2207, -0.2751, -0.2795, -0.324, -0.2871, -0.2871, -0.3082, -0.2894, -0.269, -0.3249, -0.2847, -0.2325, -0.2565, -0.253, -0.3085, -0.3011, -0.344, -0.2597, -0.3224, -0.3803, -0.3441, -0.3563, -0.2911, -0.3014, -0.2979, -0.2411, -0.2746, -0.2872, -0.2965, -0.3028, -0.2881, -0.3056, -0.3004, -0.3676, -0.4075, -0.4661, -0.4211, -0.4243, -0.4129, -0.4129, -0.4068, -0.3965, -0.3781, -0.3742, -0.336, -0.2727, -0.2001]}
{"unit_id": "orig:1985489899017891942", "ticker_idx": 0, "ts": "2025-11-03T23:30:55+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Microsoft is a top-tier partner with ownership to OpenAI - biggest spender, it doesn't get better than that. Microsoft will attract other partners that passed up on them or still in talks. Microsoft deal will attract big money/fund to initiate position.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: Microsoft partnership brings top-tier validation, future partners at higher rates, institutional inflows, and potential capacity expansion.", "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": "There's a certain group of you guys scaring yourself by looking at the financial closely. But you need to look at the qualitative aspect of the deal....  \n\nA. Microsoft is a top-tier partner with ownership to OpenAI - biggest spender, it doesn't get better than that.  \n\nB. Microsoft will attract other partners that passed up on them or still in talks.  \n\nC. Microsoft deal will attract big money/fund to initiate position.  Look at institutional % when they release.\n\nD. The financial deal is $10B, very sizable, high gross margin.   \n\nE. I don't believe Microsoft wants to do a deal with 3+ companies like $IREN. They can stomach maybe 2-3 smaller players. There's economy of scale when you deal with fewer players, and less risk. This is basic calculus for executives to make.\n\nF. Microsoft naturally pays cheaper rates because they took on the risk with $IREN as the first major partner at a \"bulk\" pricing.  Future partners will pay higher price than Microsoft for smaller, bulk pricing.\n\nG. Microsoft can also trial-run $IREN and add more capacity later.\n\nDon't concentrate on the finger (here) or you will miss all the heavenly glory. - Bruce Lee", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "reply:1985549672476258408", "ticker_idx": 0, "ts": "2025-11-04T03:28:26+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 overleveraged, terrible margins", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish CRWV on overleverage/margins; moved into IREN and NBIS as preferred AI infrastructure plays.", "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": "@ValueHunter_net This is a great way to look at it. $CRWV is overleveraged, terrible margins. Hence i moved toward $IREN and $NBIS. Now we want to see more deals.", "reply_text": null, "parent_text": "@DeepValueBagger The time it takes to set up and establish a functioning AI workflow (from acquiring real estate, power gen, GPU set up, and launch server) should be a KPI in itself. That’s exactly why $IREN looks so undervalued to me right now compared to the rest. Not to mention much higher https://t.co/g2FnewYATx", "quoted_text": null, "parent_author": "ValueHunter_net", "ret_m1d": 0.09131749196392414, "ret_signed_m1d": -0.09131749196392414, "alpha_spy_m1d": -0.07932175253850748, "alpha_c_m1d": -0.07932175253850748, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011490296596584737, "ret_signed_p1d": 0.011490296596584737, "alpha_spy_p1d": 0.014955772936897982, "alpha_c_p1d": 0.014955772936897982, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": -0.23637149555379322, "ret_signed_p1w": 0.23637149555379322, "alpha_spy_p1w": 0.24786359984727824, "alpha_c_p1w": 0.24786359984727824, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.3143844439710448, "ret_signed_p1m": 0.3143844439710448, "alpha_spy_p1m": 0.32719469428572556, "alpha_c_p1m": 0.32719469428572556, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.1949027866833153, "ret_signed_p3m": 0.1949027866833153, "alpha_spy_p3m": 0.22270725558384585, "alpha_c_p3m": 0.22270725558384585, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.01347730072219222, "ret_signed_p6m": 0.01347730072219222, "alpha_spy_p6m": 0.07329559288507004, "alpha_c_p6m": 0.07329559288507004, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3143844439710448, "alpha_spy_stated": 0.32719469428572556, "alpha_c_stated": 0.32719469428572556, "price_path": [0.046, 0.1192, 0.2076, 0.2851, 0.0174, -0.1403, -0.1363, -0.1637, -0.1975, -0.2093, -0.2156, -0.188, -0.2019, -0.2105, -0.1626, -0.112, -0.1098, -0.1098, -0.1936, -0.2235, -0.2442, -0.2303, -0.1918, -0.1342, 0.012, -0.0264, -0.0327, 0.0408, 0.0259, 0.0441, 0.0487, 0.0787, 0.151, 0.1308, 0.1525, 0.0943, 0.0397, 0.0585, 0.1823, 0.184, 0.1922, 0.1645, 0.1564, 0.113, 0.2093, 0.2361, 0.1959, 0.2235, 0.1582, 0.2029, 0.2245, 0.1825, 0.0977, 0.0804, 0.0499, 0.0656, 0.1451, 0.1755, 0.1646, 0.2089, 0.1323, 0.1552, 0.0913, 0.0, -0.0115, -0.0762, -0.1014, -0.0876, -0.2364, -0.2619, -0.3232, -0.3317, -0.3492, -0.3529, -0.3527, -0.4021, -0.381, -0.3641, -0.3841, -0.3582, -0.3582, -0.3683, -0.3343, -0.3432, -0.3144, -0.2592, -0.2371, -0.2549, -0.2168, -0.2384, -0.2451, -0.321, -0.3749, -0.3996, -0.4423, -0.4153, -0.2829, -0.2671, -0.3066, -0.3186, -0.3186, -0.3398, -0.3527, -0.3616, -0.3813, -0.3813, -0.3147, -0.336, -0.3267, -0.3332, -0.334, -0.3076, -0.2231, -0.2442, -0.2242, -0.1792, -0.1254, -0.1254, -0.1774, -0.1875, -0.207, -0.1967, -0.1507, -0.0595, -0.0841, -0.1401, -0.1949, -0.2316, -0.2219, -0.2876, -0.3551, -0.2229, -0.1638, -0.1783, -0.178, -0.1732, -0.1703, -0.1703, -0.2138, -0.1754, -0.1608, -0.2289, -0.2152, -0.1421, -0.1533, -0.1565, -0.3127, -0.3257, -0.3626, -0.3132, -0.3536, -0.3694, -0.3571, -0.3527, -0.2919, -0.3101, -0.2993, -0.2582, -0.2905, -0.2845, -0.3032, -0.2962, -0.2919, -0.2828, -0.2434, -0.305, -0.3537, -0.4026, -0.3307, -0.3223, -0.2895, -0.2895, -0.3007, -0.2636, -0.232, -0.2052, -0.1188, -0.0473, 0.0125, 0.0254, 0.0329, 0.0095, 0.0145, -0.0051, 0.0587, 0.0144, -0.0485, -0.0319, -0.0883, -0.0135]}
{"unit_id": "reply:1985549672476258408", "ticker_idx": 1, "ts": "2025-11-04T03:28:26+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 moved toward $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish CRWV on overleverage/margins; moved into IREN and NBIS as preferred AI infrastructure plays.", "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": "@ValueHunter_net This is a great way to look at it. $CRWV is overleveraged, terrible margins. Hence i moved toward $IREN and $NBIS. Now we want to see more deals.", "reply_text": null, "parent_text": "@DeepValueBagger The time it takes to set up and establish a functioning AI workflow (from acquiring real estate, power gen, GPU set up, and launch server) should be a KPI in itself. That’s exactly why $IREN looks so undervalued to me right now compared to the rest. Not to mention much higher https://t.co/g2FnewYATx", "quoted_text": null, "parent_author": "ValueHunter_net", "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
{"unit_id": "reply:1985549672476258408", "ticker_idx": 2, "ts": "2025-11-04T03:28:26+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 moved toward $IREN and $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish CRWV on overleverage/margins; moved into IREN and NBIS as preferred AI infrastructure plays.", "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": "@ValueHunter_net This is a great way to look at it. $CRWV is overleveraged, terrible margins. Hence i moved toward $IREN and $NBIS. Now we want to see more deals.", "reply_text": null, "parent_text": "@DeepValueBagger The time it takes to set up and establish a functioning AI workflow (from acquiring real estate, power gen, GPU set up, and launch server) should be a KPI in itself. That’s exactly why $IREN looks so undervalued to me right now compared to the rest. Not to mention much higher https://t.co/g2FnewYATx", "quoted_text": null, "parent_author": "ValueHunter_net", "ret_m1d": 0.0898317371352666, "ret_signed_m1d": 0.0898317371352666, "alpha_spy_m1d": 0.07783599770984995, "alpha_c_m1d": 0.08291749117351288, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.006914245961753718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05844037480521891, "ret_signed_p1d": 0.05844037480521891, "alpha_spy_p1d": 0.054974898464905664, "alpha_c_p1d": 0.05303307113730682, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.005407303667912089, "ret_p1w": -0.07526686833648766, "ret_signed_p1w": -0.07526686833648766, "alpha_spy_p1w": -0.08675897262997267, "alpha_c_p1w": -0.08758841796615324, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.012321549629665585, "ret_p1m": -0.10512034241307655, "ret_signed_p1m": -0.10512034241307655, "alpha_spy_p1m": -0.1179305927277573, "alpha_c_p1m": -0.12568592142709323, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.020565579014016677, "ret_p3m": -0.22932873407060217, "ret_signed_p3m": -0.22932873407060217, "alpha_spy_p3m": -0.25713320297113273, "alpha_c_p3m": -0.2972194120335808, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.06789067796297865, "ret_p6m": 0.2772752060071093, "ret_signed_p6m": 0.2772752060071093, "alpha_spy_p6m": 0.2174569138442315, "alpha_c_p6m": 0.24871093125362687, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.028564274753482444, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10512034241307655, "alpha_spy_stated": -0.1179305927277573, "alpha_c_stated": -0.12568592142709323, "price_path": [-0.4092, -0.3778, -0.3646, -0.3185, -0.361, -0.3807, -0.3521, -0.3438, -0.3922, -0.3896, -0.4013, -0.376, -0.3666, -0.3624, -0.3658, -0.3483, -0.3819, -0.3819, -0.4055, -0.4061, -0.4128, -0.4077, -0.4205, -0.1341, -0.1551, -0.1931, -0.1821, -0.1771, -0.191, -0.1489, -0.1485, -0.1016, -0.0356, -0.0248, 0.0243, -0.0235, -0.0257, -0.0029, 0.0157, 0.0459, 0.1387, 0.1578, 0.1303, 0.0648, 0.1037, 0.1999, 0.1722, 0.2254, 0.1593, 0.1383, 0.1131, 0.0262, -0.0139, -0.0566, -0.1078, -0.0396, 0.0608, 0.1347, 0.1021, 0.1317, 0.1234, 0.1835, 0.0898, 0.0, 0.0584, -0.01, 0.0067, -0.0053, -0.0753, -0.1464, -0.1982, -0.2443, -0.2222, -0.1809, -0.1399, -0.2343, -0.2468, -0.1686, -0.1959, -0.1434, -0.1434, -0.1418, -0.094, -0.1275, -0.1051, -0.07, -0.1131, -0.0924, -0.1278, -0.1533, -0.1471, -0.2067, -0.266, -0.2677, -0.3174, -0.2936, -0.1907, -0.1566, -0.1855, -0.1756, -0.1756, -0.2076, -0.2216, -0.2295, -0.2428, -0.2428, -0.1863, -0.1602, -0.0932, -0.1296, -0.1198, -0.1141, -0.029, -0.0462, -0.0774, -0.0602, -0.0164, -0.0164, -0.1018, -0.1056, -0.1238, -0.1451, -0.1726, -0.1146, -0.0915, -0.1414, -0.2293, -0.2025, -0.1863, -0.2547, -0.3317, -0.2211, -0.1598, -0.1696, -0.1984, -0.1883, -0.1134, -0.1134, -0.1178, -0.0791, -0.0265, -0.1142, -0.0898, -0.072, -0.04, -0.0512, -0.175, -0.1767, -0.2148, -0.1154, -0.1347, -0.1919, -0.1411, -0.1276, 0.0132, -0.0226, 0.0218, 0.1747, 0.0524, 0.0726, 0.0993, 0.064, 0.0327, 0.0395, 0.0412, -0.0413, -0.0879, -0.1654, -0.0613, -0.0777, -0.0156, -0.0156, 0.0181, 0.0621, 0.1308, 0.2333, 0.3115, 0.3982, 0.465, 0.5087, 0.4957, 0.4216, 0.4398, 0.4162, 0.4125, 0.421, 0.3313, 0.3114, 0.2259, 0.2773]}
{"unit_id": "reply:1982443618980766101", "ticker_idx": 0, "ts": "2025-10-26T13:46:05+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I used to like $CRWV a lot until i saw their leverage for data center rent, and acquisition, high energy cost -- which all has material impact on margins", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CRWV on leverage/margins; prefers IREN for operational efficiency; adding NBIS exposure at roughly 60-70% IREN / 30-40% NBIS split.", "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": "Great insights on orchestration layer. I used to like $CRWV a lot until i saw their leverage for data center rent, and acquisition, high energy cost -- which all has material impact on margins. Margin is the name of the game here which is why I liked $IREN. They have good operational efficiency as they are the most optimal miners. But orchestration layer remains a concern of mine as well...so I think this sway me have more bias on NBIS perhaps 70/30 or 60/30 Iren to NBIS", "reply_text": null, "parent_text": "To settle the Neocloud debate:\n\n$NBIS  &gt; $IREN + others. \n\nBased on the $ORCL report, NBIS whitepaper,  $CRWV acquisitions, and other factors, \n\nI decided to consolidate millions into Nebius and sell off miners like $CIFR.\n\n📏 Gross Margins &gt; GW capacity \n\nHere's the math + why:", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.025797402394663216, "ret_signed_m1d": 0.025797402394663216, "alpha_spy_m1d": 0.014137299879306342, "alpha_c_m1d": 0.014137299879306342, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.011660102515356874, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009260580107634642, "ret_signed_p1d": 0.009260580107634642, "alpha_spy_p1d": 0.011916596126714474, "alpha_c_p1d": 0.011916596126714474, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.002656016019079832, "ret_p1w": -0.0715860505551974, "ret_signed_p1w": 0.0715860505551974, "alpha_spy_p1w": 0.06881337244073704, "alpha_c_p1w": 0.06881337244073704, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0027726781144603585, "ret_p1m": -0.4760399662301438, "ret_signed_p1m": 0.4760399662301438, "alpha_spy_p1m": 0.4611254492803717, "alpha_c_p1m": 0.4611254492803717, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014914516949772083, "ret_p3m": -0.3253711409483283, "ret_signed_p3m": 0.3253711409483283, "alpha_spy_p3m": 0.3338001794101776, "alpha_c_p3m": 0.3338001794101776, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.00842903846184928, "ret_p6m": -0.15360865994050799, "ret_signed_p6m": 0.15360865994050799, "alpha_spy_p6m": 0.1869532733040029, "alpha_c_p6m": 0.1869532733040029, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.033344613363494924, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4760399662301438, "alpha_spy_stated": 0.4611254492803717, "alpha_c_stated": 0.4611254492803717, "price_path": [-0.2438, -0.1612, -0.2346, -0.2209, -0.178, -0.1898, -0.1101, -0.0478, 0.0273, 0.0933, -0.1345, -0.2687, -0.2653, -0.2885, -0.3173, -0.3274, -0.3327, -0.3092, -0.321, -0.3283, -0.2876, -0.2445, -0.2427, -0.2427, -0.314, -0.3394, -0.357, -0.3452, -0.3124, -0.2634, -0.1391, -0.1718, -0.1771, -0.1146, -0.1272, -0.1117, -0.1078, -0.0823, -0.0208, -0.038, -0.0196, -0.0691, -0.1155, -0.0995, 0.0058, 0.0073, 0.0143, -0.0093, -0.0162, -0.0531, 0.0288, 0.0516, 0.0174, 0.0409, -0.0147, 0.0234, 0.0417, 0.006, -0.0661, -0.0808, -0.1068, -0.0935, -0.0258, 0.0, -0.0093, 0.0284, -0.0367, -0.0173, -0.0716, -0.1493, -0.159, -0.2141, -0.2356, -0.2238, -0.3504, -0.3721, -0.4242, -0.4314, -0.4463, -0.4495, -0.4494, -0.4913, -0.4734, -0.4591, -0.476, -0.454, -0.454, -0.4626, -0.4336, -0.4412, -0.4167, -0.3698, -0.351, -0.3662, -0.3337, -0.3521, -0.3578, -0.4224, -0.4682, -0.4892, -0.5256, -0.5026, -0.39, -0.3765, -0.4101, -0.4203, -0.4203, -0.4383, -0.4494, -0.4569, -0.4737, -0.4737, -0.417, -0.4351, -0.4272, -0.4328, -0.4334, -0.411, -0.339, -0.357, -0.34, -0.3017, -0.256, -0.256, -0.3002, -0.3088, -0.3254, -0.3166, -0.2775, -0.1999, -0.2208, -0.2685, -0.3151, -0.3463, -0.3381, -0.3939, -0.4513, -0.3389, -0.2886, -0.301, -0.3007, -0.2966, -0.2941, -0.2941, -0.3312, -0.2985, -0.2861, -0.344, -0.3324, -0.2702, -0.2797, -0.2824, -0.4153, -0.4264, -0.4577, -0.4157, -0.4501, -0.4635, -0.4531, -0.4494, -0.3976, -0.4131, -0.4039, -0.369, -0.3964, -0.3913, -0.4072, -0.4012, -0.3976, -0.3898, -0.3563, -0.4087, -0.4502, -0.4918, -0.4306, -0.4235, -0.3956, -0.3956, -0.4051, -0.3735, -0.3466, -0.3238, -0.2503, -0.1895, -0.1386, -0.1277, -0.1213, -0.1412, -0.1369, -0.1536]}
{"unit_id": "reply:1982443618980766101", "ticker_idx": 1, "ts": "2025-10-26T13:46:05+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "which is why I liked $IREN. They have good operational efficiency as they are the most optimal miners", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CRWV on leverage/margins; prefers IREN for operational efficiency; adding NBIS exposure at roughly 60-70% IREN / 30-40% NBIS split.", "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": "Great insights on orchestration layer. I used to like $CRWV a lot until i saw their leverage for data center rent, and acquisition, high energy cost -- which all has material impact on margins. Margin is the name of the game here which is why I liked $IREN. They have good operational efficiency as they are the most optimal miners. But orchestration layer remains a concern of mine as well...so I think this sway me have more bias on NBIS perhaps 70/30 or 60/30 Iren to NBIS", "reply_text": null, "parent_text": "To settle the Neocloud debate:\n\n$NBIS  &gt; $IREN + others. \n\nBased on the $ORCL report, NBIS whitepaper,  $CRWV acquisitions, and other factors, \n\nI decided to consolidate millions into Nebius and sell off miners like $CIFR.\n\n📏 Gross Margins &gt; GW capacity \n\nHere's the math + why:", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "reply:1982443618980766101", "ticker_idx": 2, "ts": "2025-10-26T13:46:05+00:00", "symbol": "Nebius", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "so I think this sway me have more bias on NBIS perhaps 70/30 or 60/30 Iren to NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CRWV on leverage/margins; prefers IREN for operational efficiency; adding NBIS exposure at roughly 60-70% IREN / 30-40% NBIS split.", "resolved_tickers": ["NBIS"], "resolution_method": "exchange_ticker", "resolution_reason": "Nebius Group trades as NBIS on Nasdaq; context confirms ticker NBIS", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Great insights on orchestration layer. I used to like $CRWV a lot until i saw their leverage for data center rent, and acquisition, high energy cost -- which all has material impact on margins. Margin is the name of the game here which is why I liked $IREN. They have good operational efficiency as they are the most optimal miners. But orchestration layer remains a concern of mine as well...so I think this sway me have more bias on NBIS perhaps 70/30 or 60/30 Iren to NBIS", "reply_text": null, "parent_text": "To settle the Neocloud debate:\n\n$NBIS  &gt; $IREN + others. \n\nBased on the $ORCL report, NBIS whitepaper,  $CRWV acquisitions, and other factors, \n\nI decided to consolidate millions into Nebius and sell off miners like $CIFR.\n\n📏 Gross Margins &gt; GW capacity \n\nHere's the math + why:", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139401301414681, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741904621725087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.02375072131960987, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0049505340846965895, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072747255715163, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.030471214096471688, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.2669865678152833, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441104808864969, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330122433822341, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004554964464443367, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166768653332715, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.0064388483535893215, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291397615903933, "alpha_spy_stated": -0.2764830989541609, "alpha_c_stated": -0.2669865678152833, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "quote:1975511783268827313", "ticker_idx": 0, "ts": "2025-10-07T10:41:27+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 bought 2000 more shares. At best the sector showed stronger demand and $iren was to benefit", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 shares of IREN anticipating positive sector demand spillover from AMD news.", "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": "After I saw the AMD news, I had an inkling feeling that $iren was going to announce soon, so I bought 2000 more shares.  At best the sector showed stronger demand and $iren was to benefit.", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Enjoy 👇 https://t.co/9zkLeDzFM8", "parent_author": null, "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23881328281539504, "alpha_spy_stated": 0.2261696926100547, "alpha_c_stated": 0.2605726478603828, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "reply:1985374029457293566", "ticker_idx": 0, "ts": "2025-11-03T15:50:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is giving a discount. If people still miss it, i dont know what to say", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses parent's bullish IREN thesis; market is offering a discount and a move higher is coming.", "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": "@JackMenshaw Market is giving a discount. If people still miss it, i dont know what to say", "reply_text": null, "parent_text": "Bought more $IREN \n\nTopping off for final buys before $100+ https://t.co/PiFj6dKwv9", "quoted_text": null, "parent_author": "JackMenshaw", "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "reply:1977726153445065020", "ticker_idx": 0, "ts": "2025-10-13T13:20:34+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's core held positions: long TSLA, HOOD, RKLB, IREN, NBIS with high conviction across different multiples and timeframes.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS  \n\nThey all have different multiples and timeframes but aiming high.", "reply_text": null, "parent_text": "@DeepValueBagger What's your highest conviction name these days outside $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.05141088317480269, "ret_signed_m1d": -0.05141088317480269, "alpha_spy_m1d": -0.03629864894691337, "alpha_c_m1d": -0.02956015124085598, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.02185073193394671, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015278742269702716, "ret_signed_p1d": -0.015278742269702716, "alpha_spy_p1d": -0.014057095982061396, "alpha_c_p1d": -0.017374061094299842, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.0020953188245971255, "ret_p1w": 0.026451018446297603, "ret_signed_p1w": 0.026451018446297603, "alpha_spy_p1w": 0.013993233555914308, "alpha_c_p1w": 0.016103010551536512, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.010348007894761091, "ret_p1m": 0.008534070366577051, "ret_signed_p1m": 0.008534070366577051, "alpha_spy_p1m": -0.021569644266057564, "alpha_c_p1m": -0.015796688857318664, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.024330759223895715, "ret_p3m": -0.000229424420545854, "ret_signed_p3m": -0.000229424420545854, "alpha_spy_p3m": -0.04322446822327586, "alpha_c_p3m": -0.05353986997412408, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.05331044555357822, "ret_p6m": -0.20474879846223326, "ret_signed_p6m": -0.20474879846223326, "alpha_spy_p6m": -0.20464855701027662, "alpha_c_p6m": -0.1300929077459555, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.07465589071627776, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008534070366577051, "alpha_spy_stated": -0.021569644266057564, "alpha_c_stated": -0.015796688857318664, "price_path": [-0.2621, -0.2672, -0.2437, -0.2464, -0.2381, -0.2371, -0.2996, -0.2749, -0.2531, -0.2631, -0.2681, -0.2928, -0.3057, -0.2905, -0.2918, -0.2661, -0.2607, -0.2437, -0.2222, -0.2181, -0.2214, -0.2301, -0.2417, -0.2311, -0.2445, -0.2569, -0.2656, -0.22, -0.2049, -0.1932, -0.198, -0.2063, -0.2341, -0.2341, -0.2444, -0.2336, -0.2234, -0.1951, -0.2053, -0.204, -0.2021, -0.1539, -0.0917, -0.0593, -0.0328, -0.023, -0.0437, -0.0226, -0.0039, -0.0231, 0.0158, -0.0287, 0.0103, 0.0168, 0.0202, 0.054, 0.0002, -0.0139, 0.0398, -0.0064, 0.0064, -0.0008, -0.0514, 0.0, -0.0153, -0.0017, -0.0164, 0.0078, 0.0265, 0.0154, 0.007, 0.03, -0.005, 0.0379, 0.0565, 0.0588, 0.0096, 0.0474, 0.0745, 0.0192, 0.06, 0.023, -0.0146, 0.0214, 0.0085, -0.0122, -0.0778, -0.0724, -0.0619, -0.0795, -0.0732, -0.0933, -0.1028, -0.0416, -0.0379, -0.0214, -0.0214, -0.0131, -0.0132, -0.0153, 0.0249, 0.0427, 0.0438, 0.0084, 0.0213, 0.0357, 0.0252, 0.0529, 0.0904, 0.1238, 0.0719, 0.1089, 0.1039, 0.1212, 0.1139, 0.1136, 0.1136, 0.0901, 0.0545, 0.0425, 0.0317, 0.0317, 0.005, 0.0362, -0.0067, -0.0103, -0.0002, 0.0209, 0.03, 0.0259, 0.0076, 0.0061, 0.0037, 0.0037, -0.0382, -0.0102, 0.0309, 0.0302, -0.0016, -0.0115, -0.0102, -0.0444, -0.0126, -0.0323, -0.032, -0.0686, -0.0888, -0.0569, -0.0426, -0.0245, -0.0175, -0.0432, -0.0423, -0.0423, -0.058, -0.0564, -0.0555, -0.0552, -0.0827, -0.0608, -0.0424, -0.0627, -0.0766, -0.0747, -0.0997, -0.0687, -0.0696, -0.0899, -0.0854, -0.0841, -0.0644, -0.0938, -0.1025, -0.0925, -0.084, -0.0989, -0.1276, -0.1559, -0.1263, -0.1213, -0.1146, -0.1463, -0.1699, -0.185, -0.1472, -0.1253, -0.1728, -0.1728, -0.1906, -0.2047]}
{"unit_id": "reply:1977726153445065020", "ticker_idx": 1, "ts": "2025-10-13T13:20:34+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's core held positions: long TSLA, HOOD, RKLB, IREN, NBIS with high conviction across different multiples and timeframes.", "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": "reply_other", "lang": "en", "tweet_text": "@babyfolio my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS  \n\nThey all have different multiples and timeframes but aiming high.", "reply_text": null, "parent_text": "@DeepValueBagger What's your highest conviction name these days outside $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.01222623010706314, "ret_signed_m1d": -0.01222623010706314, "alpha_spy_m1d": 0.00288600412082618, "alpha_c_m1d": -0.002731350320743786, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.009494879786319355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04073070817358315, "ret_signed_p1d": -0.04073070817358315, "alpha_spy_p1d": -0.03950906188594183, "alpha_c_p1d": -0.05174476579279641, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.011014057619213258, "ret_p1w": -0.03468858315389689, "ret_signed_p1w": -0.03468858315389689, "alpha_spy_p1w": -0.047146368044280185, "alpha_c_p1w": -0.03715721963624985, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.0024686364823529594, "ret_p1m": -0.062197899172242055, "ret_signed_p1m": -0.062197899172242055, "alpha_spy_p1m": -0.09230161380487667, "alpha_c_p1m": -0.0726421642850883, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.01044426511284624, "ret_p3m": -0.1797696517117221, "ret_signed_p3m": -0.1797696517117221, "alpha_spy_p3m": -0.2227646955144521, "alpha_c_p3m": -0.24500653097627556, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.06523687926455346, "ret_p6m": -0.5049047117425001, "ret_signed_p6m": -0.5049047117425001, "alpha_spy_p6m": -0.5048044702905434, "alpha_c_p6m": -0.4603097776825462, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.04459493405995385, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.062197899172242055, "alpha_spy_stated": -0.09230161380487667, "alpha_c_stated": -0.0726421642850883, "price_path": [-0.2661, -0.2504, -0.2199, -0.2583, -0.276, -0.2744, -0.2754, -0.2547, -0.241, -0.2656, -0.2458, -0.2675, -0.2899, -0.2439, -0.2504, -0.249, -0.2093, -0.1852, -0.1924, -0.189, -0.2279, -0.213, -0.1884, -0.1824, -0.2359, -0.2512, -0.2444, -0.2229, -0.2327, -0.2266, -0.2684, -0.2629, -0.2605, -0.2605, -0.2832, -0.2833, -0.2685, -0.2803, -0.1663, -0.1577, -0.1651, -0.163, -0.1823, -0.1838, -0.1656, -0.1567, -0.1405, -0.113, -0.1122, -0.1029, -0.0987, -0.1282, -0.1343, -0.0281, 0.0178, -0.0109, 0.0357, 0.0568, 0.0254, 0.0307, 0.0724, 0.0837, -0.0122, 0.0, -0.0407, -0.0464, -0.0657, -0.0766, -0.0347, -0.0628, -0.0957, -0.0451, -0.0063, 0.0368, 0.0396, 0.0293, -0.0186, 0.0434, 0.0455, -0.0276, 0.0128, -0.0967, -0.0734, -0.0341, -0.0622, -0.0547, -0.1361, -0.1292, -0.1756, -0.1875, -0.1601, -0.245, -0.2373, -0.1828, -0.1785, -0.0887, -0.0887, -0.0867, -0.124, -0.1047, -0.05, -0.0256, -0.0621, -0.0302, -0.0353, -0.0357, -0.123, -0.1506, -0.1807, -0.1513, -0.1769, -0.1672, -0.1374, -0.1302, -0.1453, -0.1439, -0.1439, -0.1603, -0.1653, -0.1793, -0.196, -0.196, -0.181, -0.124, -0.1349, -0.1685, -0.1798, -0.1806, -0.1646, -0.1453, -0.1493, -0.2156, -0.227, -0.227, -0.2481, -0.2471, -0.2447, -0.2395, -0.2394, -0.2519, -0.265, -0.2804, -0.2929, -0.3609, -0.3811, -0.4269, -0.4834, -0.4113, -0.3847, -0.3915, -0.4458, -0.4945, -0.46, -0.46, -0.4637, -0.4654, -0.4623, -0.459, -0.4898, -0.4783, -0.4489, -0.4352, -0.4608, -0.44, -0.4593, -0.4156, -0.4274, -0.452, -0.436, -0.4418, -0.4406, -0.4589, -0.4783, -0.4647, -0.4502, -0.4676, -0.4728, -0.4961, -0.4847, -0.509, -0.4844, -0.4999, -0.5307, -0.5368, -0.5074, -0.5016, -0.5102, -0.5102, -0.504, -0.5049]}
{"unit_id": "reply:1977726153445065020", "ticker_idx": 2, "ts": "2025-10-13T13:20:34+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 core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's core held positions: long TSLA, HOOD, RKLB, IREN, NBIS with high conviction across different multiples and timeframes.", "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": "reply_other", "lang": "en", "tweet_text": "@babyfolio my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS  \n\nThey all have different multiples and timeframes but aiming high.", "reply_text": null, "parent_text": "@DeepValueBagger What's your highest conviction name these days outside $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.017731520409388968, "ret_signed_m1d": -0.017731520409388968, "alpha_spy_m1d": -0.002619286181499647, "alpha_c_m1d": -0.00743160396397291, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.010299916445416057, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03989606669831014, "ret_signed_p1d": 0.03989606669831014, "alpha_spy_p1d": 0.04111771298595146, "alpha_c_p1d": 0.028143853294496424, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.011752213403813716, "ret_p1w": 0.029501686933582683, "ret_signed_p1w": 0.029501686933582683, "alpha_spy_p1w": 0.017043902043199388, "alpha_c_p1w": 0.01590074452080037, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.013600942412782313, "ret_p1m": -0.21675323887749232, "ret_signed_p1m": -0.21675323887749232, "alpha_spy_p1m": -0.24685695351012693, "alpha_c_p1m": -0.23510780908559836, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.018354570208106047, "ret_p3m": 0.269948091660029, "ret_signed_p3m": 0.269948091660029, "alpha_spy_p3m": 0.22695304785729897, "alpha_c_p3m": 0.20881920439530455, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.06112888726472443, "ret_p6m": 0.013757284485925503, "ret_signed_p6m": 0.013757284485925503, "alpha_spy_p6m": 0.013857525937882142, "alpha_c_p6m": -0.07765856430039886, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": 0.09141584878632436, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21675323887749232, "alpha_spy_stated": -0.24685695351012693, "alpha_c_stated": -0.23510780908559836, "price_path": [-0.271, -0.2154, -0.2145, -0.2787, -0.2834, -0.2487, -0.2643, -0.275, -0.3105, -0.3306, -0.2901, -0.2981, -0.315, -0.3192, -0.316, -0.3259, -0.3242, -0.3169, -0.3118, -0.3361, -0.3427, -0.3456, -0.3233, -0.3126, -0.3745, -0.378, -0.3652, -0.3216, -0.2782, -0.2643, -0.293, -0.2677, -0.2571, -0.2571, -0.2463, -0.3346, -0.3429, -0.2993, -0.2704, -0.2811, -0.2943, -0.2597, -0.1847, -0.174, -0.2778, -0.2651, -0.2788, -0.2695, -0.2386, -0.1912, -0.2557, -0.2872, -0.2929, -0.2814, -0.2677, -0.2667, -0.198, -0.1415, -0.1058, -0.0598, -0.0017, 0.0153, -0.0177, 0.0, 0.0399, 0.0589, 0.0242, 0.013, 0.0295, -0.0003, -0.0742, -0.0283, -0.0131, 0.0031, -0.0255, 0.0113, -0.0688, -0.0373, -0.0624, -0.1353, -0.1376, -0.2417, -0.2106, -0.2067, -0.2168, -0.2362, -0.3083, -0.3039, -0.338, -0.3461, -0.3332, -0.3965, -0.384, -0.3511, -0.3488, -0.3591, -0.3591, -0.3559, -0.3829, -0.3595, -0.3164, -0.2453, -0.2502, -0.2119, -0.1833, -0.1208, -0.0289, -0.0601, -0.153, -0.1518, -0.1752, -0.0841, 0.078, 0.1854, 0.1798, 0.1798, 0.1798, 0.0799, 0.0718, 0.0769, 0.0663, 0.0663, 0.1616, 0.1944, 0.315, 0.2852, 0.2699, 0.297, 0.3436, 0.3234, 0.4032, 0.3873, 0.472, 0.472, 0.3629, 0.3424, 0.3448, 0.3589, 0.2302, 0.3299, 0.3539, 0.3097, 0.2239, 0.1334, 0.2423, 0.1175, 0.0138, 0.1055, 0.1593, 0.101, 0.0642, 0.009, 0.0309, 0.0309, 0.0683, 0.1376, 0.1706, 0.0832, 0.0732, 0.0696, 0.0731, 0.1105, 0.0563, 0.0848, 0.072, 0.0992, 0.07, 0.0717, 0.0926, 0.0537, 0.1, 0.0451, 0.0457, 0.09, 0.2013, 0.0621, 0.0995, 0.0277, 0.0394, 0.0099, 0.114, 0.0079, -0.0686, -0.1229, -0.0183, 0.0015, 0.0353, 0.0353, 0.0344, 0.0138]}
{"unit_id": "reply:1977726153445065020", "ticker_idx": 3, "ts": "2025-10-13T13:20:34+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's core held positions: long TSLA, HOOD, RKLB, IREN, NBIS with high conviction across different multiples and timeframes.", "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": "@babyfolio my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS  \n\nThey all have different multiples and timeframes but aiming high.", "reply_text": null, "parent_text": "@DeepValueBagger What's your highest conviction name these days outside $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.06813219478436794, "ret_signed_m1d": -0.06813219478436794, "alpha_spy_m1d": -0.05301996055647862, "alpha_c_m1d": -0.058637314998048584, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.009494879786319355, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08450262270847553, "ret_signed_p1d": 0.08450262270847553, "alpha_spy_p1d": 0.08572426899611685, "alpha_c_p1d": 0.07348856508926227, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.011014057619213258, "ret_p1w": -0.07670717517561054, "ret_signed_p1w": -0.07670717517561054, "alpha_spy_p1w": -0.08916496006599384, "alpha_c_p1w": -0.0791758116579635, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.0024686364823529594, "ret_p1m": -0.1053944244755356, "ret_signed_p1m": -0.1053944244755356, "alpha_spy_p1m": -0.1354981391081702, "alpha_c_p1m": -0.11583868958838184, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.01044426511284624, "ret_p3m": -0.28780790863948646, "ret_signed_p3m": -0.28780790863948646, "alpha_spy_p3m": -0.33080295244221647, "alpha_c_p3m": -0.3530447879040399, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.06523687926455346, "ret_p6m": -0.4427813841820073, "ret_signed_p6m": -0.4427813841820073, "alpha_spy_p6m": -0.44268114273005066, "alpha_c_p6m": -0.39818645012205345, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.04459493405995385, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1053944244755356, "alpha_spy_stated": -0.1354981391081702, "alpha_c_stated": -0.11583868958838184, "price_path": [-0.7301, -0.7186, -0.7203, -0.717, -0.7102, -0.7039, -0.7172, -0.7237, -0.7415, -0.7538, -0.7484, -0.7488, -0.7599, -0.7431, -0.7435, -0.7144, -0.7105, -0.7123, -0.7198, -0.722, -0.7236, -0.7025, -0.693, -0.6772, -0.708, -0.6919, -0.6946, -0.6659, -0.6395, -0.6416, -0.6515, -0.6408, -0.5872, -0.5872, -0.5461, -0.5602, -0.5926, -0.5923, -0.5917, -0.5293, -0.4757, -0.4878, -0.4705, -0.421, -0.4317, -0.4091, -0.4337, -0.3976, -0.3467, -0.3488, -0.265, -0.2783, -0.3474, -0.2839, -0.2683, -0.266, -0.2669, -0.2133, -0.0996, -0.0384, -0.0631, -0.0045, -0.0681, 0.0, 0.0845, 0.0599, -0.036, -0.0533, -0.0767, -0.1395, -0.1919, -0.1291, -0.0193, 0.0133, -0.0268, -0.058, -0.0923, -0.0529, 0.0563, 0.0388, 0.1913, 0.044, -0.0274, -0.0619, -0.1054, -0.1316, -0.2415, -0.2771, -0.2608, -0.2384, -0.2855, -0.3223, -0.3411, -0.244, -0.2599, -0.2446, -0.2446, -0.2546, -0.244, -0.3589, -0.3146, -0.2758, -0.3029, -0.2775, -0.2697, -0.3152, -0.3149, -0.3743, -0.4468, -0.4295, -0.4733, -0.4418, -0.3776, -0.3446, -0.3441, -0.3455, -0.3455, -0.3717, -0.3856, -0.4029, -0.4111, -0.4111, -0.3343, -0.2479, -0.2842, -0.3198, -0.2878, -0.2824, -0.2153, -0.1738, -0.1756, -0.191, -0.0985, -0.0985, -0.154, -0.1662, -0.1852, -0.1163, -0.1837, -0.0647, -0.0187, -0.067, -0.1621, -0.1724, -0.152, -0.2993, -0.3796, -0.3478, -0.2805, -0.3307, -0.3347, -0.3759, -0.3418, -0.3418, -0.3612, -0.3439, -0.3251, -0.3767, -0.3396, -0.2914, -0.3135, -0.3103, -0.3616, -0.3547, -0.3943, -0.3165, -0.3744, -0.4278, -0.3944, -0.4057, -0.3455, -0.355, -0.3517, -0.2993, -0.3302, -0.3419, -0.3505, -0.3563, -0.3427, -0.3589, -0.3541, -0.4161, -0.4529, -0.507, -0.4655, -0.4685, -0.4579, -0.4579, -0.4523, -0.4428]}
{"unit_id": "reply:1977726153445065020", "ticker_idx": 4, "ts": "2025-10-13T13:20:34+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author's core held positions: long TSLA, HOOD, RKLB, IREN, NBIS with high conviction across different multiples and timeframes.", "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 my core portfolio. $TSLA $HOOD $RKLB $IREN $NBIS  \n\nThey all have different multiples and timeframes but aiming high.", "reply_text": null, "parent_text": "@DeepValueBagger What's your highest conviction name these days outside $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.04340768190889632, "ret_signed_m1d": -0.04340768190889632, "alpha_spy_m1d": -0.028295447681007002, "alpha_c_m1d": -0.03427207600475124, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.009135605904145083, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.053964361841674746, "ret_signed_p1d": -0.053964361841674746, "alpha_spy_p1d": -0.052742715554033426, "alpha_c_p1d": -0.060552512516314216, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.00658815067463947, "ret_p1w": -0.19533445594579646, "ret_signed_p1w": -0.19533445594579646, "alpha_spy_p1w": -0.20779224083617975, "alpha_c_p1w": -0.2164167274562393, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.02108227151044284, "ret_p1m": -0.24538612022496853, "ret_signed_p1m": -0.24538612022496853, "alpha_spy_p1m": -0.27548983485760314, "alpha_c_p1m": -0.24854842713874992, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.0031623069137813875, "ret_p3m": -0.28170678998056553, "ret_signed_p3m": -0.28170678998056553, "alpha_spy_p3m": -0.32470183378329553, "alpha_c_p3m": -0.31702241812811327, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.03531562814754774, "ret_p6m": -0.13332352202031494, "ret_signed_p6m": -0.13332352202031494, "alpha_spy_p6m": -0.1332232805683583, "alpha_c_p6m": -0.1219039301081708, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.011419591912144145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24538612022496853, "alpha_spy_stated": -0.27548983485760314, "alpha_c_stated": -0.24854842713874992, "price_path": [-0.6065, -0.6036, -0.6103, -0.6134, -0.6234, -0.617, -0.6149, -0.6208, -0.6106, -0.6279, -0.6214, -0.5982, -0.6161, -0.6001, -0.5927, -0.5933, -0.5179, -0.4922, -0.4815, -0.4439, -0.4786, -0.4946, -0.4713, -0.4645, -0.504, -0.5019, -0.5114, -0.4908, -0.4831, -0.4797, -0.4825, -0.4682, -0.4956, -0.4956, -0.5148, -0.5154, -0.5208, -0.5167, -0.5271, -0.2934, -0.3106, -0.3416, -0.3326, -0.3285, -0.3398, -0.3055, -0.3052, -0.2669, -0.2131, -0.2042, -0.1641, -0.2032, -0.2049, -0.1863, -0.1712, -0.1465, -0.0708, -0.0552, -0.0777, -0.1311, -0.0994, -0.0208, -0.0434, 0.0, -0.054, -0.0711, -0.0917, -0.1626, -0.1953, -0.2302, -0.272, -0.2163, -0.1344, -0.074, -0.1006, -0.0765, -0.0833, -0.0343, -0.1107, -0.184, -0.1363, -0.1921, -0.1785, -0.1883, -0.2454, -0.3034, -0.3457, -0.3833, -0.3653, -0.3316, -0.2982, -0.3752, -0.3854, -0.3216, -0.3439, -0.301, -0.301, -0.2996, -0.2607, -0.288, -0.2697, -0.2411, -0.2762, -0.2593, -0.2883, -0.3091, -0.304, -0.3527, -0.401, -0.4024, -0.443, -0.4235, -0.3396, -0.3118, -0.3354, -0.3273, -0.3273, -0.3534, -0.3648, -0.3713, -0.3821, -0.3821, -0.336, -0.3147, -0.26, -0.2898, -0.2817, -0.2771, -0.2077, -0.2217, -0.2472, -0.2331, -0.1973, -0.1973, -0.267, -0.2701, -0.285, -0.3024, -0.3248, -0.2775, -0.2586, -0.2994, -0.3711, -0.3492, -0.336, -0.3918, -0.4547, -0.3644, -0.3143, -0.3224, -0.3459, -0.3376, -0.2765, -0.2765, -0.2801, -0.2485, -0.2056, -0.2771, -0.2573, -0.2427, -0.2166, -0.2257, -0.3268, -0.3281, -0.3592, -0.2782, -0.2939, -0.3405, -0.2991, -0.2881, -0.1732, -0.2024, -0.1662, -0.0414, -0.1412, -0.1248, -0.1029, -0.1317, -0.1573, -0.1517, -0.1504, -0.2177, -0.2557, -0.3189, -0.234, -0.2474, -0.1967, -0.1967, -0.1692, -0.1333]}
{"unit_id": "reply:1980333034034581787", "ticker_idx": 0, "ts": "2025-10-20T17:59:22+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "he'll soon remove $DUOL when it tanks", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects DUOL to tank.", "resolved_tickers": ["DUOL"], "resolution_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": "@Fenx111 @alc2022 he'll soon remove $DUOL when it tanks. and say he has a perfect record.", "reply_text": null, "parent_text": "@DeepValueBagger It’s definitely a piece of shit 💩 \n\nDespite what Antonio Linares says @alc2022", "quoted_text": null, "parent_author": "Fenx111", "ret_m1d": 0.03610135781895685, "ret_signed_m1d": -0.03610135781895685, "alpha_spy_m1d": -0.04639480112209948, "alpha_c_m1d": -0.04639480112209948, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010293443303142635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015604432557794201, "ret_signed_p1d": -0.015604432557794201, "alpha_spy_p1d": -0.015619375436577432, "alpha_c_p1d": -0.015619375436577432, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.01918587851890652, "ret_signed_p1w": 0.01918587851890652, "alpha_spy_p1w": 0.03995152962597226, "alpha_c_p1w": 0.03995152962597226, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.43897294540141696, "ret_signed_p1m": 0.43897294540141696, "alpha_spy_p1m": 0.42225910629716834, "alpha_c_p1m": 0.42225910629716834, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.5062194457068074, "ret_signed_p3m": 0.5062194457068074, "alpha_spy_p3m": 0.5404597231639805, "alpha_c_p3m": 0.5404597231639805, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.7075432613710007, "ret_signed_p6m": 0.7075432613710007, "alpha_spy_p6m": 0.7479339543960499, "alpha_c_p6m": 0.7479339543960499, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.040390693025049274, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43897294540141696, "alpha_spy_stated": 0.42225910629716834, "alpha_c_stated": 0.42225910629716834, "price_path": [0.1505, 0.1542, 0.1642, 0.0888, 0.0671, 0.0915, 0.1081, 0.084, 0.1267, 0.0882, 0.0987, 0.2498, 0.1842, 0.0891, 0.0326, 0.0486, 0.0548, 0.0454, 0.1805, 0.0893, 0.0836, 0.1049, 0.0612, 0.0279, 0.0105, 0.0166, 0.0321, -0.0475, -0.0475, -0.0727, -0.0966, -0.128, -0.1329, -0.1325, -0.1255, -0.0858, -0.0108, -0.0154, -0.0883, -0.1023, -0.1073, -0.0737, -0.0698, -0.0108, -0.0423, -0.037, 0.0024, 0.0437, 0.0513, 0.0291, -0.0288, 0.0009, 0.0317, 0.0242, 0.0232, 0.1104, 0.0782, 0.0392, 0.0552, 0.0635, 0.0907, 0.057, 0.0361, 0.0, 0.0156, -0.0165, 0.0023, -0.0023, -0.0192, -0.0603, -0.1278, -0.1596, -0.1346, -0.1528, -0.1621, -0.1685, -0.3805, -0.3566, -0.3835, -0.3768, -0.4034, -0.4035, -0.4082, -0.43, -0.439, -0.4421, -0.4628, -0.4475, -0.4485, -0.438, -0.3975, -0.3975, -0.3879, -0.407, -0.4161, -0.4073, -0.3976, -0.3613, -0.3351, -0.3314, -0.3687, -0.3574, -0.3724, -0.4053, -0.4028, -0.4118, -0.4152, -0.4054, -0.4073, -0.4268, -0.4222, -0.4222, -0.4191, -0.4239, -0.4336, -0.4388, -0.4388, -0.4357, -0.408, -0.4278, -0.4363, -0.444, -0.4351, -0.4828, -0.4698, -0.5003, -0.5062, -0.5198, -0.5198, -0.5249, -0.5306, -0.5085, -0.5012, -0.5154, -0.5329, -0.5434, -0.554, -0.5713, -0.5781, -0.6154, -0.6262, -0.6344, -0.6182, -0.6198, -0.614, -0.6505, -0.6417, -0.64, -0.64, -0.6416, -0.6404, -0.6447, -0.6389, -0.6606, -0.6501, -0.643, -0.6244, -0.677, -0.6776, -0.6751, -0.6925, -0.6753, -0.6741, -0.6789, -0.6956, -0.684, -0.6965, -0.6854, -0.674, -0.6663, -0.6801, -0.6815, -0.6865, -0.681, -0.6877, -0.683, -0.6863, -0.6951, -0.699, -0.6848, -0.6924, -0.6913, -0.6913, -0.6822, -0.6921, -0.7088, -0.7105, -0.7121, -0.7009, -0.7075]}
{"unit_id": "reply:1971053396846313554", "ticker_idx": 0, "ts": "2025-09-25T03:25:24+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "my preference is $UNH right now. big player, vertical integration, strong dividends.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers UNH now on vertical integration and strong dividends.", "resolved_tickers": ["UNH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ThetaGangsta7 my preference is $UNH right now. big player, vertical integration, strong dividends. \n\n$OSCR, i don't have strong enough conviction on growth.", "reply_text": null, "parent_text": "@DeepValueBagger Those are great stocks. Also the timing on $IREN is fantastic, saw your first buy but it’s amazing how fast you have increase the sizing on it. What do you think $OSCR?", "quoted_text": null, "parent_author": "thetaman7", "ret_m1d": 0.018086720887721563, "ret_signed_m1d": 0.018086720887721563, "alpha_spy_m1d": 0.013451964111684589, "alpha_c_m1d": 0.0012374631772913425, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.01684925771043022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004282843377636847, "ret_signed_p1d": -0.004282843377636847, "alpha_spy_p1d": -0.010011877460246121, "alpha_c_p1d": -0.014496742327257395, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.010213898949620548, "ret_p1w": 0.023613984872675298, "ret_signed_p1w": 0.023613984872675298, "alpha_spy_p1w": 0.006639734103333073, "alpha_c_p1w": -0.043932257429684096, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.0675462423023594, "ret_p1m": 0.04902197190835378, "ret_signed_p1m": 0.04902197190835378, "alpha_spy_p1m": 0.019844859839057705, "alpha_c_p1m": -0.03969777993282353, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.08871975184117731, "ret_p3m": -0.05375680759347079, "ret_signed_p3m": -0.05375680759347079, "alpha_spy_p3m": -0.10229844764590934, "alpha_c_p3m": -0.21419807254716694, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.16044126495369615, "ret_p6m": -0.1908788925539674, "ret_signed_p6m": -0.1908788925539674, "alpha_spy_p6m": -0.18208464754919695, "alpha_c_p6m": -0.2789938482894371, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": 0.08811495573546968, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04902197190835378, "alpha_spy_stated": 0.019844859839057705, "alpha_c_stated": -0.03969777993282353, "price_path": [-0.1029, -0.0621, -0.1155, -0.1127, -0.1127, -0.1266, -0.1151, -0.1289, -0.1387, -0.1255, -0.1356, -0.1611, -0.1589, -0.1716, -0.1872, -0.1886, -0.18, -0.1588, -0.1989, -0.1918, -0.1887, -0.2492, -0.2349, -0.2823, -0.3162, -0.307, -0.2782, -0.2932, -0.2964, -0.2785, -0.2743, -0.2478, -0.2184, -0.2193, -0.1258, -0.1129, -0.1251, -0.1377, -0.1277, -0.1159, -0.1233, -0.1361, -0.1261, -0.1307, -0.1089, -0.1089, -0.112, -0.1146, -0.1074, -0.093, -0.0791, 0.0005, -0.0028, 0.0169, 0.0137, 0.0067, -0.0167, -0.0114, -0.0311, -0.0257, -0.0123, 0.0062, 0.0181, 0.0, -0.0043, -0.0011, -0.0008, 0.0079, 0.0236, 0.0424, 0.0382, 0.0524, 0.0705, 0.064, 0.0259, 0.0379, 0.0416, 0.0451, 0.0322, 0.0319, 0.0548, 0.0573, 0.0461, 0.0431, 0.049, 0.0591, 0.0645, 0.0281, -0.0023, -0.0116, -0.0341, -0.0426, -0.0516, -0.0695, -0.0618, -0.0694, -0.0524, -0.0188, -0.0377, -0.0686, -0.0725, -0.0925, -0.1055, -0.0984, -0.0741, -0.0767, -0.0558, -0.0459, -0.0459, -0.0457, -0.0647, -0.0608, -0.0169, -0.0349, -0.0424, -0.0572, -0.0573, -0.0434, -0.019, -0.0041, -0.0063, -0.0264, -0.0339, -0.044, -0.0461, -0.0527, -0.0538, -0.0457, -0.0457, -0.0333, -0.0417, -0.0323, -0.0383, -0.0383, -0.02, -0.0036, 0.0167, -0.0045, 0.0105, 0.0021, -0.008, -0.0272, -0.0242, -0.0125, -0.0356, -0.0356, -0.014, 0.0131, 0.0327, 0.0379, 0.0244, -0.1764, -0.1434, -0.1485, -0.1641, -0.168, -0.1721, -0.1962, -0.2176, -0.194, -0.1968, -0.204, -0.1874, -0.1715, -0.1458, -0.1458, -0.1578, -0.1604, -0.1553, -0.1551, -0.1775, -0.2019, -0.172, -0.1649, -0.1456, -0.1408, -0.1574, -0.1494, -0.1587, -0.1654, -0.1628, -0.1711, -0.1625, -0.1866, -0.1718, -0.1618, -0.1557, -0.1652, -0.1766, -0.1909]}
{"unit_id": "quote:1980254917026533732", "ticker_idx": 0, "ts": "2025-10-20T12:48:58+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CLSK 😍", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Enthusiastic reaction to CleanSpark's pivot to AI compute/data centers; implied bullish.", "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": "quote", "lang": "en", "tweet_text": "CleanSpark Announces Business Evolution from Pure-Play Bitcoin Miner to Include AI Compute; Hires Industry Veteran Jeffrey Thomas as SVP of AI Data Centers\n\n$CLSK 😍 https://t.co/bwOSJhTFmn", "reply_text": null, "parent_text": null, "quoted_text": "Team. @CleanSpark_Inc $clsk\n\nhttps://t.co/flKm9SRu3l", "parent_author": null, "ret_m1d": -0.04289215766480681, "ret_signed_m1d": -0.04289215766480681, "alpha_spy_m1d": -0.03259871436166417, "alpha_c_m1d": -0.03133697971892835, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0799019211395473, "ret_signed_p1d": -0.0799019211395473, "alpha_spy_p1d": -0.07988697826076407, "alpha_c_p1d": -0.07876536184734306, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": -0.009803865653465582, "ret_signed_p1w": -0.009803865653465582, "alpha_spy_p1w": -0.030569516760531323, "alpha_c_p1w": -0.020033118710414355, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.47009800873733987, "ret_signed_p1m": -0.47009800873733987, "alpha_spy_p1m": -0.45338416963309125, "alpha_c_p1m": -0.44319895120603825, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.3759804029274062, "ret_signed_p3m": -0.3759804029274062, "alpha_spy_p3m": -0.41022068038457926, "alpha_c_p3m": -0.40950996261179984, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.4475489868378917, "ret_signed_p6m": -0.4475489868378917, "alpha_spy_p6m": -0.48793967986294096, "alpha_c_p6m": -0.4369043582599681, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.47009800873733987, "alpha_spy_stated": -0.45338416963309125, "alpha_c_stated": -0.44319895120603825, "price_path": [-0.3897, -0.3951, -0.4206, -0.4103, -0.425, -0.4402, -0.4426, -0.4882, -0.4794, -0.4691, -0.4608, -0.4745, -0.5064, -0.5162, -0.5137, -0.5113, -0.5123, -0.5221, -0.5176, -0.5412, -0.5348, -0.5426, -0.5186, -0.5368, -0.5255, -0.5304, -0.5319, -0.5358, -0.5358, -0.5275, -0.5373, -0.5549, -0.5471, -0.5505, -0.526, -0.5083, -0.5, -0.4926, -0.4956, -0.451, -0.4392, -0.3402, -0.3324, -0.3265, -0.3181, -0.2917, -0.3294, -0.3647, -0.2711, -0.2892, -0.2848, -0.2578, -0.2186, -0.1456, -0.1196, -0.0696, -0.0152, -0.0549, -0.0176, 0.0775, 0.1373, -0.0201, -0.0429, 0.0, -0.0799, -0.1735, -0.1338, -0.0507, -0.0098, -0.0613, -0.074, -0.1328, -0.1275, -0.1461, -0.2049, -0.1873, -0.2451, -0.2368, -0.2632, -0.3115, -0.3466, -0.4127, -0.4627, -0.4799, -0.4701, -0.499, -0.5206, -0.523, -0.4373, -0.4206, -0.3407, -0.3407, -0.2598, -0.3098, -0.3279, -0.2897, -0.2632, -0.3277, -0.3191, -0.2721, -0.2877, -0.2735, -0.3123, -0.4159, -0.4186, -0.4373, -0.451, -0.4103, -0.4069, -0.4358, -0.4412, -0.4412, -0.4652, -0.4745, -0.4892, -0.5039, -0.5039, -0.4338, -0.3971, -0.4123, -0.4152, -0.4123, -0.4309, -0.4137, -0.3848, -0.3461, -0.376, -0.3446, -0.3446, -0.3745, -0.3721, -0.3534, -0.3279, -0.3902, -0.3495, -0.3407, -0.3828, -0.4196, -0.4588, -0.4431, -0.499, -0.5949, -0.5059, -0.5005, -0.5083, -0.5284, -0.5436, -0.5172, -0.5172, -0.5451, -0.5456, -0.5186, -0.527, -0.5186, -0.4926, -0.4877, -0.4882, -0.5123, -0.4828, -0.5152, -0.4775, -0.5123, -0.5485, -0.5289, -0.5279, -0.5191, -0.5319, -0.5216, -0.5088, -0.5044, -0.5157, -0.5181, -0.5392, -0.5108, -0.5304, -0.5118, -0.5441, -0.5755, -0.599, -0.5828, -0.5775, -0.5691, -0.5691, -0.5539, -0.5559, -0.5157, -0.5, -0.5088, -0.4725, -0.4475]}
{"unit_id": "orig:1972683270363001038", "ticker_idx": 0, "ts": "2025-09-29T15:21:56+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I took 800 shares csp assignment of $hood, effectively at $108 cost basis to round out my shares of 10,000", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds 10,000 shares of HOOD at ~$108 cost basis; no panic on dip, long-term bullish.", "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": "At the end of August, I took 800 shares csp assignment of $hood, effectively at $108 cost basis to round out my shares of 10,000.\n\nI saw price dipped to $101 in the next week. No panic. My short term timing is 50/50 but my long term timing tends to look good. https://t.co/HLKgH0HjSG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06970449600796069, "alpha_spy_stated": 0.03447671391633311, "alpha_c_stated": 0.09076489898934093, "price_path": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "reply:1977727279670112466", "ticker_idx": 0, "ts": "2025-10-13T13:25:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am rotating more of my $TSLA out to AI datacenter. $tsla not worth it unless you have a huge account and want some safety large cap.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rotating out of TSLA; views it as not worth holding unless seeking large-cap safety, implying trimming/avoiding for growth-oriented accounts.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio yes. I am rotating more of my $TSLA out to AI datacenter\n$tsla not worth it unless you have a huge account and want some safety large cap.", "reply_text": null, "parent_text": "@DeepValueBagger Haha we are very similar in our holdings, except I skipped $HOOD and sold $RKLB way too early (15$)\nRest is the same.\nI'm still contemplating whether it was worth holding $TSLA all this time.. The opportunity cost with this one was very high for me past 4 years", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.05141088317480269, "ret_signed_m1d": 0.05141088317480269, "alpha_spy_m1d": 0.03629864894691337, "alpha_c_m1d": 0.02956015124085598, "bench_spy_m1d": -0.01511223422788932, "bench_c_m1d": -0.02185073193394671, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015278742269702716, "ret_signed_p1d": 0.015278742269702716, "alpha_spy_p1d": 0.014057095982061396, "alpha_c_p1d": 0.017374061094299842, "bench_spy_p1d": -0.0012216462876413203, "bench_c_p1d": 0.0020953188245971255, "ret_p1w": 0.026451018446297603, "ret_signed_p1w": -0.026451018446297603, "alpha_spy_p1w": -0.013993233555914308, "alpha_c_p1w": -0.016103010551536512, "bench_spy_p1w": 0.012457784890383294, "bench_c_p1w": 0.010348007894761091, "ret_p1m": 0.008534070366577051, "ret_signed_p1m": -0.008534070366577051, "alpha_spy_p1m": 0.021569644266057564, "alpha_c_p1m": 0.015796688857318664, "bench_spy_p1m": 0.030103714632634615, "bench_c_p1m": 0.024330759223895715, "ret_p3m": -0.000229424420545854, "ret_signed_p3m": 0.000229424420545854, "alpha_spy_p3m": 0.04322446822327586, "alpha_c_p3m": 0.05353986997412408, "bench_spy_p3m": 0.042995043802730004, "bench_c_p3m": 0.05331044555357822, "ret_p6m": -0.20474879846223326, "ret_signed_p6m": 0.20474879846223326, "alpha_spy_p6m": 0.20464855701027662, "alpha_c_p6m": 0.1300929077459555, "bench_spy_p6m": -0.0001002414519566397, "bench_c_p6m": -0.07465589071627776, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.008534070366577051, "alpha_spy_stated": 0.021569644266057564, "alpha_c_stated": 0.015796688857318664, "price_path": [-0.2621, -0.2672, -0.2437, -0.2464, -0.2381, -0.2371, -0.2996, -0.2749, -0.2531, -0.2631, -0.2681, -0.2928, -0.3057, -0.2905, -0.2918, -0.2661, -0.2607, -0.2437, -0.2222, -0.2181, -0.2214, -0.2301, -0.2417, -0.2311, -0.2445, -0.2569, -0.2656, -0.22, -0.2049, -0.1932, -0.198, -0.2063, -0.2341, -0.2341, -0.2444, -0.2336, -0.2234, -0.1951, -0.2053, -0.204, -0.2021, -0.1539, -0.0917, -0.0593, -0.0328, -0.023, -0.0437, -0.0226, -0.0039, -0.0231, 0.0158, -0.0287, 0.0103, 0.0168, 0.0202, 0.054, 0.0002, -0.0139, 0.0398, -0.0064, 0.0064, -0.0008, -0.0514, 0.0, -0.0153, -0.0017, -0.0164, 0.0078, 0.0265, 0.0154, 0.007, 0.03, -0.005, 0.0379, 0.0565, 0.0588, 0.0096, 0.0474, 0.0745, 0.0192, 0.06, 0.023, -0.0146, 0.0214, 0.0085, -0.0122, -0.0778, -0.0724, -0.0619, -0.0795, -0.0732, -0.0933, -0.1028, -0.0416, -0.0379, -0.0214, -0.0214, -0.0131, -0.0132, -0.0153, 0.0249, 0.0427, 0.0438, 0.0084, 0.0213, 0.0357, 0.0252, 0.0529, 0.0904, 0.1238, 0.0719, 0.1089, 0.1039, 0.1212, 0.1139, 0.1136, 0.1136, 0.0901, 0.0545, 0.0425, 0.0317, 0.0317, 0.005, 0.0362, -0.0067, -0.0103, -0.0002, 0.0209, 0.03, 0.0259, 0.0076, 0.0061, 0.0037, 0.0037, -0.0382, -0.0102, 0.0309, 0.0302, -0.0016, -0.0115, -0.0102, -0.0444, -0.0126, -0.0323, -0.032, -0.0686, -0.0888, -0.0569, -0.0426, -0.0245, -0.0175, -0.0432, -0.0423, -0.0423, -0.058, -0.0564, -0.0555, -0.0552, -0.0827, -0.0608, -0.0424, -0.0627, -0.0766, -0.0747, -0.0997, -0.0687, -0.0696, -0.0899, -0.0854, -0.0841, -0.0644, -0.0938, -0.1025, -0.0925, -0.084, -0.0989, -0.1276, -0.1559, -0.1263, -0.1213, -0.1146, -0.1463, -0.1699, -0.185, -0.1472, -0.1253, -0.1728, -0.1728, -0.1906, -0.2047]}
{"unit_id": "orig:1984794422895140985", "ticker_idx": 0, "ts": "2025-11-02T01:27:20+00:00", "symbol": "BYND", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BYND is not sustainable using x Watts to produce meat", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish BYND: power consumption makes the business model unsustainable, analogous to failed hydroponic farming.", "resolved_tickers": ["BYND"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Packaged Foods'", "bench_c_industry": "Packaged Foods", "unit_kind": "original", "lang": "en", "tweet_text": "Hydroponic farming was a huge deal for the last 10 years. The dream of growing vegetable everywhere. So it turns out many of these companies bankrupted. It turns out the highest cost to growing them is to power the LED. And you're basically competing with natural grower using the power of the sun. I think there's a lesson here about the impact on of power consumption on a large scale. My 3 takeaways are:\n\n1. Elon is right\n\n2. $BYND is not sustainable using x Watts to produce meat. \n\n3. $TE\n\nVideo if you're interested (extra Dyson approach is interesting, they are making more money from selling power than the farming itself) :\n\nhttps://t.co/bc8c2l3ESy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.19064747368497792, "ret_signed_m1d": -0.19064747368497792, "alpha_spy_m1d": -0.19252069800566163, "alpha_c_m1d": -0.18271935708652953, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.007928116598448387, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043165426904336224, "ret_signed_p1d": 0.043165426904336224, "alpha_spy_p1d": 0.031311879544317134, "alpha_c_p1d": 0.04726150728901346, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0040960803846772365, "ret_p1w": -0.03597118908694685, "ret_signed_p1w": 0.03597118908694685, "alpha_spy_p1w": 0.03319071179479349, "alpha_c_p1w": 0.0458812833844674, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.009910094297520544, "ret_p1m": -0.07194246393597348, "ret_signed_p1m": 0.07194246393597348, "alpha_spy_p1m": 0.06929374275829892, "alpha_c_p1m": 0.11277217180701082, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.040829707871037346, "ret_p3m": -0.4417265964932743, "ret_signed_p3m": 0.4417265964932743, "alpha_spy_p3m": 0.4603860721399623, "alpha_c_p3m": 0.5356602588425204, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.09393366234924616, "ret_p6m": -0.38129494736995573, "ret_signed_p6m": 0.38129494736995573, "alpha_spy_p6m": 0.42871246898790993, "alpha_c_p6m": 0.4941109578724515, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11281601050249579, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07194246393597348, "alpha_spy_stated": 0.06929374275829892, "alpha_c_stated": 0.11277217180701082, "price_path": [1.1007, 1.0144, 0.9137, 0.9424, 0.9568, 1.0288, 1.0072, 0.8561, 0.8201, 0.7698, 0.7338, 0.7194, 0.7626, 0.8633, 0.7914, 0.8633, 0.8273, 0.7986, 0.7986, 0.705, 0.6691, 0.6906, 0.7698, 0.8201, 0.8561, 0.7914, 0.8705, 0.9281, 1.0144, 0.9496, 0.964, 0.9928, 1.036, 1.0432, 1.0504, 1.0863, 1.036, 1.0504, 0.3094, 0.3597, 0.6619, 0.6763, 0.8489, 0.6906, 0.5683, 0.4964, 0.4173, 0.446, -0.2554, -0.4381, -0.518, -0.6259, -0.5353, 0.0576, 1.6043, 1.5755, 1.0432, 0.5719, 0.3022, 0.4209, 0.3273, 0.1871, 0.1906, 0.0, -0.0432, -0.0863, -0.1439, 0.0, -0.036, -0.1223, -0.1978, -0.2734, -0.223, -0.2518, -0.2806, -0.2978, -0.3669, -0.3799, -0.3791, -0.3835, -0.2662, -0.2662, -0.2935, -0.036, -0.0719, -0.1007, -0.1079, -0.1223, -0.1799, -0.0935, -0.1151, -0.1511, -0.2158, -0.2518, -0.2086, -0.2446, -0.2518, -0.2014, -0.2302, -0.2734, -0.2899, -0.2899, -0.3525, -0.3799, -0.3906, -0.4101, -0.4101, -0.3662, -0.3597, -0.3281, -0.2518, -0.259, -0.2986, -0.2928, -0.3187, -0.3079, -0.2518, -0.2914, -0.2914, -0.3338, -0.3266, -0.3281, -0.3417, -0.3647, -0.3885, -0.4029, -0.4417, -0.4511, -0.4727, -0.4568, -0.4878, -0.5209, -0.4755, -0.446, -0.4604, -0.4899, -0.5022, -0.4885, -0.4885, -0.4971, -0.4871, -0.4317, -0.4784, -0.5029, -0.4791, -0.4266, -0.4101, -0.3194, -0.4065, -0.4288, -0.4317, -0.441, -0.4295, -0.4511, -0.4561, -0.4317, -0.4734, -0.4532, -0.4187, -0.4612, -0.4964, -0.4885, -0.4993, -0.482, -0.5058, -0.4993, -0.5324, -0.5417, -0.5612, -0.495, -0.554, -0.5727, -0.5727, -0.5755, -0.5827, -0.5669, -0.5683, -0.5705, -0.5252, -0.482, -0.4597, -0.4374, -0.4079, -0.1655, -0.2482, -0.2086, -0.3165, -0.3719, -0.346, -0.3813]}
{"unit_id": "reply:1979664079058088347", "ticker_idx": 0, "ts": "2025-10-18T21:41:11+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$pypl looks good on paper, but low quality company (product execution, new product launch, capital allocation, governance, engineering culture)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PYPL despite surface-level metrics; cites poor execution, capital allocation, governance, and engineering culture.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@cmachdop $pypl looks good on paper, but low quality company (product execution, new product launch, capital allocation, governance, engineering culture)", "reply_text": null, "parent_text": "@DeepValueBagger Could you give us an example?", "quoted_text": null, "parent_author": "cmachdop", "ret_m1d": -0.025867005178316305, "ret_signed_m1d": 0.025867005178316305, "alpha_spy_m1d": 0.01557356187517367, "alpha_c_m1d": 0.014311827232437846, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011555177945878459, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012283391188354864, "ret_signed_p1d": -0.012283391188354864, "alpha_spy_p1d": -0.012298334067138095, "alpha_c_p1d": -0.013419950480559106, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -0.0011365592922042422, "ret_p1w": 0.015173417716592086, "ret_signed_p1w": -0.015173417716592086, "alpha_spy_p1w": 0.005592233390473655, "alpha_c_p1w": -0.004944164659643313, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.010229253056948773, "ret_p1m": -0.12283241059995187, "ret_signed_p1m": 0.12283241059995187, "alpha_spy_p1m": 0.10611857149570325, "alpha_c_p1m": 0.09593335306865025, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.026899057531301618, "ret_p3m": -0.17816227318802025, "ret_signed_p3m": 0.17816227318802025, "alpha_spy_p3m": 0.2124025506451933, "alpha_c_p3m": 0.2116918328724139, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03352955968439364, "ret_p6m": -0.3030856938237749, "ret_signed_p6m": 0.3030856938237749, "alpha_spy_p6m": 0.3434763868488242, "alpha_c_p6m": 0.29244106524585134, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": -0.010644628577923587, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12283241059995187, "alpha_spy_stated": 0.10611857149570325, "alpha_c_stated": 0.09593335306865025, "price_path": [0.1078, 0.1246, 0.1269, 0.1303, 0.0325, 0.0074, -0.0064, -0.0302, -0.0172, -0.0198, 0.0032, -0.0142, -0.0224, -0.0306, -0.0178, 0.0207, 0.0026, 0.0004, 0.0048, -0.0022, -0.0162, -0.0238, 0.0101, 0.004, 0.0142, 0.0065, 0.0124, 0.0143, 0.0143, 0.0007, 0.0064, -0.0107, -0.0136, -0.0116, -0.022, -0.0514, -0.0279, -0.0334, -0.0302, -0.034, -0.0084, -0.0098, -0.0142, -0.022, -0.0273, -0.0194, -0.0355, -0.0275, 0.0069, -0.0309, -0.0367, -0.0039, 0.0007, 0.0302, 0.0782, 0.1001, 0.0947, 0.0092, -0.0049, -0.0007, -0.0176, -0.0455, -0.0259, 0.0, 0.0123, -0.0163, 0.0066, 0.0082, 0.0152, 0.0552, 0.0069, -0.0184, 0.001, -0.0124, -0.0451, -0.0165, -0.0425, -0.0431, -0.0426, -0.026, -0.0289, -0.0559, -0.0923, -0.1056, -0.1228, -0.1294, -0.1584, -0.1227, -0.1228, -0.1133, -0.1044, -0.1044, -0.092, -0.0936, -0.0889, -0.113, -0.1059, -0.0979, -0.1147, -0.1196, -0.1141, -0.1065, -0.1069, -0.1202, -0.1117, -0.1283, -0.1391, -0.1337, -0.133, -0.1395, -0.1304, -0.1304, -0.1314, -0.1383, -0.144, -0.1544, -0.1544, -0.1579, -0.1412, -0.1337, -0.1525, -0.156, -0.1648, -0.1702, -0.1808, -0.1648, -0.1782, -0.176, -0.176, -0.2022, -0.1905, -0.1722, -0.1799, -0.1802, -0.196, -0.2167, -0.2307, -0.2368, -0.242, -0.396, -0.4057, -0.4221, -0.4145, -0.404, -0.399, -0.414, -0.434, -0.4164, -0.4164, -0.4089, -0.3996, -0.3956, -0.3967, -0.362, -0.3189, -0.3146, -0.3405, -0.3307, -0.3391, -0.3282, -0.3208, -0.3079, -0.3176, -0.3294, -0.3459, -0.338, -0.3555, -0.3477, -0.3401, -0.3298, -0.3522, -0.358, -0.3606, -0.3391, -0.3577, -0.3484, -0.3433, -0.3667, -0.351, -0.3429, -0.3516, -0.3413, -0.3413, -0.3393, -0.3481, -0.3339, -0.332, -0.3427, -0.3098, -0.3031]}
{"unit_id": "orig:1985329443871801682", "ticker_idx": 0, "ts": "2025-11-03T12:53:19+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 been consistent in my comments that $IREN will make a deal before Thanksgiving. Hence, like a good fishing spot, I loaded up", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Large long position in IREN (call spreads, LEAPs, CSPs, $1m+ rotation from HIMS/TSLA) on conviction a deal closes before Thanksgiving.", "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 been consistent in my comments that $IREN will make a deal before Thanksgiving. Hence, like a good fishing spot, I loaded up...\n\n- 330 call spreads 75-90\n- 26 leaps\n- 95 CSP at OTM $65 expiring Nov 7 $64K PREMIUM\n- Rotated $HIMS $TSLA ($1m+) toward $IREN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144780888964844, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004218502683283498, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01653140585360935, "ret_signed_p1d": -0.01653140585360935, "alpha_spy_p1d": -0.004677858493590259, "alpha_c_p1d": -0.02170872645581501, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": 0.0051773206022056595, "ret_p1w": -0.11188194584582567, "ret_signed_p1w": -0.11188194584582567, "alpha_spy_p1w": -0.10910146855367231, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": 0.015723873470389282, "ret_p1m": -0.3930627463928448, "ret_signed_p1m": -0.3930627463928448, "alpha_spy_p1m": -0.3904140252151702, "alpha_c_p1m": -0.40629376731402955, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.013231020921184777, "ret_p3m": -0.11675276527545553, "ret_signed_p3m": -0.11675276527545553, "alpha_spy_p3m": -0.13541224092214355, "alpha_c_p3m": -0.1471872749019133, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.030434509626457773, "ret_p6m": -0.34405906086038396, "ret_signed_p6m": -0.34405906086038396, "alpha_spy_p6m": -0.39147658247833816, "alpha_c_p6m": -0.3469099708193111, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.002850909958927117, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3930627463928448, "alpha_spy_stated": -0.3904140252151702, "alpha_c_stated": -0.40629376731402955, "price_path": [-0.7296, -0.7259, -0.7277, -0.7348, -0.7368, -0.7383, -0.7184, -0.7094, -0.6944, -0.7235, -0.7083, -0.7108, -0.6837, -0.6587, -0.6607, -0.67, -0.6599, -0.6092, -0.6092, -0.5703, -0.5836, -0.6143, -0.614, -0.6134, -0.5544, -0.5036, -0.5151, -0.4987, -0.4518, -0.462, -0.4406, -0.4639, -0.4297, -0.3815, -0.3835, -0.3042, -0.3168, -0.3821, -0.3221, -0.3073, -0.3051, -0.306, -0.2552, -0.1476, -0.0896, -0.1131, -0.0576, -0.1178, -0.0533, 0.0267, 0.0034, -0.0874, -0.1038, -0.1259, -0.1853, -0.235, -0.1755, -0.0716, -0.0407, -0.0787, -0.1082, -0.1407, -0.1033, 0.0, -0.0165, 0.1278, -0.0117, -0.0793, -0.1119, -0.1531, -0.1779, -0.2819, -0.3156, -0.3002, -0.279, -0.3235, -0.3584, -0.3762, -0.2843, -0.2993, -0.2849, -0.2849, -0.2943, -0.2843, -0.3931, -0.3511, -0.3144, -0.3401, -0.316, -0.3086, -0.3517, -0.3514, -0.4077, -0.4763, -0.4599, -0.5014, -0.4716, -0.4108, -0.3795, -0.379, -0.3804, -0.3804, -0.4052, -0.4183, -0.4347, -0.4425, -0.4425, -0.3697, -0.288, -0.3224, -0.3561, -0.3258, -0.3206, -0.2571, -0.2179, -0.2195, -0.2341, -0.1466, -0.1466, -0.1991, -0.2106, -0.2286, -0.1634, -0.2272, -0.1145, -0.071, -0.1168, -0.2068, -0.2165, -0.1972, -0.3367, -0.4127, -0.3826, -0.3188, -0.3663, -0.3702, -0.4092, -0.3768, -0.3768, -0.3953, -0.3789, -0.361, -0.4099, -0.3748, -0.3292, -0.3501, -0.347, -0.3956, -0.3891, -0.4266, -0.3529, -0.4077, -0.4583, -0.4267, -0.4373, -0.3804, -0.3894, -0.3863, -0.3367, -0.3659, -0.377, -0.3851, -0.3906, -0.3777, -0.3931, -0.3885, -0.4472, -0.4821, -0.5333, -0.494, -0.4968, -0.4868, -0.4868, -0.4815, -0.4725, -0.4564, -0.453, -0.4196, -0.3643, -0.3008, -0.2794, -0.2959, -0.2897, -0.2809, -0.3333, -0.2858, -0.2322, -0.2525, -0.2862, -0.3441]}
{"unit_id": "quote:1976462327378812977", "ticker_idx": 0, "ts": "2025-10-10T01:38:34+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 know $iren personality. 🆙🆙🆙", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on IREN; author signals it will go up based on knowing its stock personality.", "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 know $iren personality. 🆙🆙🆙", "reply_text": null, "parent_text": null, "quoted_text": "learn the personality of your favorite stocks and you will make a lot of money", "parent_author": null, "ret_m1d": 0.0682616360232513, "ret_signed_m1d": 0.0682616360232513, "alpha_spy_m1d": 0.04048297605116713, "alpha_c_m1d": 0.046022361547139345, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.02223927447611196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07311358371115984, "ret_signed_p1d": 0.07311358371115984, "alpha_spy_p1d": 0.0577694655759915, "alpha_c_p1d": 0.06352768698780809, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.00958589672335175, "ret_p1w": 0.01589427397797616, "ret_signed_p1w": 0.01589427397797616, "alpha_spy_p1w": -0.0015171945249699004, "alpha_c_p1w": 0.015510820342850451, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.00038345363512570785, "ret_p1m": 0.006692282217134915, "ret_signed_p1m": 0.006692282217134915, "alpha_spy_p1m": -0.03682866133224105, "alpha_c_p1m": -0.008836849747471343, "bench_spy_p1m": 0.04352094354937597, "bench_c_p1m": 0.015529131964606258, "ret_p3m": -0.2701187942799582, "ret_signed_p3m": -0.2701187942799582, "alpha_spy_p3m": -0.329225205478651, "alpha_c_p3m": -0.3399876738639688, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.06986887958401056, "ret_p6m": -0.41224693325977524, "ret_signed_p6m": -0.41224693325977524, "alpha_spy_p6m": -0.42704276108908, "alpha_c_p6m": -0.37681041349088973, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": -0.03543651976888551, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006692282217134915, "alpha_spy_stated": -0.03682866133224105, "alpha_c_stated": -0.008836849747471343, "price_path": [-0.7176, -0.7104, -0.698, -0.6998, -0.6963, -0.689, -0.6823, -0.6965, -0.7035, -0.7226, -0.7358, -0.73, -0.7305, -0.7423, -0.7243, -0.7248, -0.6935, -0.6893, -0.6913, -0.6993, -0.7017, -0.7034, -0.6808, -0.6706, -0.6536, -0.6866, -0.6694, -0.6722, -0.6415, -0.6132, -0.6154, -0.626, -0.6145, -0.557, -0.557, -0.513, -0.528, -0.5628, -0.5625, -0.5618, -0.4949, -0.4373, -0.4504, -0.4318, -0.3786, -0.3902, -0.3659, -0.3923, -0.3535, -0.299, -0.3012, -0.2113, -0.2255, -0.2996, -0.2316, -0.2148, -0.2123, -0.2133, -0.1558, -0.0338, 0.032, 0.0054, 0.0683, 0.0, 0.0731, 0.1638, 0.1374, 0.0345, 0.0159, -0.0092, -0.0765, -0.1328, -0.0654, 0.0524, 0.0873, 0.0443, 0.0109, -0.0259, 0.0164, 0.1335, 0.1148, 0.2784, 0.1203, 0.0437, 0.0067, -0.04, -0.0681, -0.186, -0.2242, -0.2068, -0.1827, -0.2332, -0.2727, -0.293, -0.1887, -0.2058, -0.1894, -0.1894, -0.2001, -0.1887, -0.312, -0.2645, -0.2229, -0.252, -0.2247, -0.2163, -0.2652, -0.2648, -0.3286, -0.4064, -0.3878, -0.4348, -0.401, -0.3321, -0.2966, -0.2961, -0.2976, -0.2976, -0.3257, -0.3406, -0.3592, -0.3681, -0.3681, -0.2856, -0.1929, -0.2319, -0.2701, -0.2357, -0.2299, -0.1579, -0.1134, -0.1153, -0.1318, -0.0326, -0.0326, -0.0922, -0.1052, -0.1256, -0.0517, -0.124, 0.0037, 0.053, 0.0012, -0.1009, -0.1119, -0.09, -0.2481, -0.3343, -0.3002, -0.2279, -0.2817, -0.2861, -0.3303, -0.2936, -0.2936, -0.3145, -0.296, -0.2757, -0.3311, -0.2913, -0.2396, -0.2633, -0.2598, -0.3149, -0.3075, -0.35, -0.2665, -0.3287, -0.386, -0.3502, -0.3622, -0.2976, -0.3078, -0.3043, -0.2481, -0.2812, -0.2938, -0.303, -0.3092, -0.2946, -0.312, -0.3068, -0.3734, -0.4129, -0.471, -0.4265, -0.4296, -0.4183, -0.4183, -0.4122]}
{"unit_id": "reply:1978835230820536777", "ticker_idx": 0, "ts": "2025-10-16T14:47:38+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $intc still", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still bullish on Intel.", "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": "reply_other", "lang": "en", "tweet_text": "@WealthyBeaver_ I like $intc still https://t.co/d9ulwlr9ad", "reply_text": null, "parent_text": "@DeepValueBagger I like the stock $MU https://t.co/L4FUd9Kffc", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": 0.00841480380040771, "ret_signed_m1d": 0.00841480380040771, "alpha_spy_m1d": 0.0015579732996964246, "alpha_c_m1d": 0.01284234174528709, "bench_spy_m1d": 0.006856830500711286, "bench_c_m1d": -0.004427537944879378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004614499680814177, "ret_signed_p1d": 0.004614499680814177, "alpha_spy_p1d": -0.0010617054834389794, "alpha_c_p1d": 0.005983548058880239, "bench_spy_p1d": 0.005676205164253156, "bench_c_p1d": -0.0013690483780660623, "ret_p1w": 0.03583061046028502, "ret_signed_p1w": 0.03583061046028502, "alpha_spy_p1w": 0.018998548499159496, "alpha_c_p1w": 0.031461212262849036, "bench_spy_p1w": 0.016832061961125522, "bench_c_p1w": 0.004369398197435981, "ret_p1m": -0.03583061046028502, "ret_signed_p1m": -0.03583061046028502, "alpha_spy_p1m": -0.05292005507918485, "alpha_c_p1m": -0.040724425612805204, "bench_spy_p1m": 0.01708944461889983, "bench_c_p1m": 0.004893815152520187, "ret_p3m": 0.28365908576700627, "ret_signed_p3m": 0.28365908576700627, "alpha_spy_p3m": 0.23040779692078583, "alpha_c_p3m": 0.13962089330321947, "bench_spy_p3m": 0.053251288846220435, "bench_c_p3m": 0.1440381924637868, "ret_p6m": 0.6932682087335236, "ret_signed_p6m": 0.6932682087335236, "alpha_spy_p6m": 0.6589246244038145, "alpha_c_p6m": 0.41671874210774495, "bench_spy_p6m": 0.034343584329709076, "bench_c_p6m": 0.2765494666257786, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03583061046028502, "alpha_spy_stated": -0.05292005507918485, "alpha_c_stated": -0.040724425612805204, "price_path": [-0.3686, -0.3692, -0.3624, -0.3857, -0.4381, -0.4387, -0.446, -0.4479, -0.4625, -0.4758, -0.4707, -0.452, -0.446, -0.4634, -0.4585, -0.4395, -0.408, -0.3969, -0.3523, -0.3333, -0.3578, -0.313, -0.361, -0.3621, -0.3268, -0.3336, -0.339, -0.3255, -0.3233, -0.339, -0.339, -0.3428, -0.3485, -0.332, -0.3352, -0.3355, -0.3366, -0.3276, -0.332, -0.3464, -0.3276, -0.3141, -0.3241, -0.1702, -0.1971, -0.2193, -0.2036, -0.1526, -0.0774, -0.0364, -0.0641, -0.0893, -0.0244, 0.0125, -0.0003, -0.0068, 0.009, 0.016, 0.0261, -0.0128, 0.0103, -0.0328, 0.0084, 0.0, 0.0046, 0.0342, 0.0347, 0.0022, 0.0358, 0.0391, 0.0733, 0.1273, 0.1221, 0.0901, 0.0855, 0.0722, 0.0052, 0.0418, 0.0109, 0.035, 0.0437, 0.0282, 0.0285, -0.0252, -0.0358, -0.0578, -0.0681, -0.047, -0.0874, -0.0635, -0.0285, -0.0274, -0.0008, -0.0008, 0.101, 0.086, 0.18, 0.1878, 0.0993, 0.124, 0.0939, 0.0993, 0.1069, 0.0725, 0.0263, 0.0182, 0.0128, -0.0214, -0.0152, -0.0005, -0.0128, -0.0133, -0.0185, -0.0185, -0.0174, -0.0043, 0.0125, 0.0016, 0.0016, 0.0689, 0.0687, 0.0869, 0.1572, 0.1159, 0.2364, 0.196, 0.2837, 0.3225, 0.3116, 0.2747, 0.2747, 0.3181, 0.4726, 0.4745, 0.2234, 0.1534, 0.1925, 0.3241, 0.3208, 0.2614, 0.3249, 0.3369, 0.3192, 0.3094, 0.3732, 0.3637, 0.2793, 0.3108, 0.2617, 0.2701, 0.2701, 0.2535, 0.234, 0.2112, 0.1973, 0.1843, 0.2519, 0.2725, 0.234, 0.2381, 0.2351, 0.1699, 0.2372, 0.2473, 0.1786, 0.2372, 0.2698, 0.3024, 0.2283, 0.2424, 0.2421, 0.196, 0.2223, 0.2535, 0.1908, 0.1946, 0.196, 0.2807, 0.1971, 0.1707, 0.1181, 0.1979, 0.3037, 0.3675, 0.3675, 0.3784, 0.4362, 0.6002, 0.6754, 0.6933]}
{"unit_id": "quote:1980339326992150874", "ticker_idx": 0, "ts": "2025-10-20T18:24:23+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "General AI like Perplexity, ChatGPT, Claude, Apple AI, Windows Copilot, and hundreds of smaller apps/startups are making translation/speech more accessible, eroding $DUOL growth potential. $DUOL adding AI is a bandage to leakage on all fronts.", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish DUOL: AI commoditizes translation/speech, eroding growth; AI additions merely patch structural leakage; hard pass.", "resolved_tickers": ["DUOL"], "resolution_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": "Why is $DUOL not a quality company?\n\nGeneral AI like Perplexity, ChatGPT, Claude, Apple AI, Windows Copilot, and hundreds of smaller apps/startups are making translation/speech more accessible, eroding $DUOL growth potential.  $DUOL adding AI is a bandage to leakage on all fronts.\n\nMy new earphone now does live translation. This is only the beginning. Think 6-12mo from now how integrated AI will be.\n\nAlso, $DUOL is a promoter of woke ideology in its education from a woke team. So hard pass!", "reply_text": null, "parent_text": null, "quoted_text": "@DeepValueBagger Curious how isn't it a quality company? Fundamentally they consistently increase daus, arpu, conversion rates. They attribute growth to the learnings from the ~150 a/b tests they run each quarter. With AI they are adding more content (chess, more languages) at a marginal cost.", "parent_author": null, "ret_m1d": 0.03610135781895685, "ret_signed_m1d": -0.03610135781895685, "alpha_spy_m1d": -0.04639480112209948, "alpha_c_m1d": -0.04639480112209948, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010293443303142635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015604432557794201, "ret_signed_p1d": -0.015604432557794201, "alpha_spy_p1d": -0.015619375436577432, "alpha_c_p1d": -0.015619375436577432, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.01918587851890652, "ret_signed_p1w": 0.01918587851890652, "alpha_spy_p1w": 0.03995152962597226, "alpha_c_p1w": 0.03995152962597226, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.43897294540141696, "ret_signed_p1m": 0.43897294540141696, "alpha_spy_p1m": 0.42225910629716834, "alpha_c_p1m": 0.42225910629716834, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.5062194457068074, "ret_signed_p3m": 0.5062194457068074, "alpha_spy_p3m": 0.5404597231639805, "alpha_c_p3m": 0.5404597231639805, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.7075432613710007, "ret_signed_p6m": 0.7075432613710007, "alpha_spy_p6m": 0.7479339543960499, "alpha_c_p6m": 0.7479339543960499, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.040390693025049274, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43897294540141696, "alpha_spy_stated": 0.42225910629716834, "alpha_c_stated": 0.42225910629716834, "price_path": [0.1505, 0.1542, 0.1642, 0.0888, 0.0671, 0.0915, 0.1081, 0.084, 0.1267, 0.0882, 0.0987, 0.2498, 0.1842, 0.0891, 0.0326, 0.0486, 0.0548, 0.0454, 0.1805, 0.0893, 0.0836, 0.1049, 0.0612, 0.0279, 0.0105, 0.0166, 0.0321, -0.0475, -0.0475, -0.0727, -0.0966, -0.128, -0.1329, -0.1325, -0.1255, -0.0858, -0.0108, -0.0154, -0.0883, -0.1023, -0.1073, -0.0737, -0.0698, -0.0108, -0.0423, -0.037, 0.0024, 0.0437, 0.0513, 0.0291, -0.0288, 0.0009, 0.0317, 0.0242, 0.0232, 0.1104, 0.0782, 0.0392, 0.0552, 0.0635, 0.0907, 0.057, 0.0361, 0.0, 0.0156, -0.0165, 0.0023, -0.0023, -0.0192, -0.0603, -0.1278, -0.1596, -0.1346, -0.1528, -0.1621, -0.1685, -0.3805, -0.3566, -0.3835, -0.3768, -0.4034, -0.4035, -0.4082, -0.43, -0.439, -0.4421, -0.4628, -0.4475, -0.4485, -0.438, -0.3975, -0.3975, -0.3879, -0.407, -0.4161, -0.4073, -0.3976, -0.3613, -0.3351, -0.3314, -0.3687, -0.3574, -0.3724, -0.4053, -0.4028, -0.4118, -0.4152, -0.4054, -0.4073, -0.4268, -0.4222, -0.4222, -0.4191, -0.4239, -0.4336, -0.4388, -0.4388, -0.4357, -0.408, -0.4278, -0.4363, -0.444, -0.4351, -0.4828, -0.4698, -0.5003, -0.5062, -0.5198, -0.5198, -0.5249, -0.5306, -0.5085, -0.5012, -0.5154, -0.5329, -0.5434, -0.554, -0.5713, -0.5781, -0.6154, -0.6262, -0.6344, -0.6182, -0.6198, -0.614, -0.6505, -0.6417, -0.64, -0.64, -0.6416, -0.6404, -0.6447, -0.6389, -0.6606, -0.6501, -0.643, -0.6244, -0.677, -0.6776, -0.6751, -0.6925, -0.6753, -0.6741, -0.6789, -0.6956, -0.684, -0.6965, -0.6854, -0.674, -0.6663, -0.6801, -0.6815, -0.6865, -0.681, -0.6877, -0.683, -0.6863, -0.6951, -0.699, -0.6848, -0.6924, -0.6913, -0.6913, -0.6822, -0.6921, -0.7088, -0.7105, -0.7121, -0.7009, -0.7075]}
{"unit_id": "thread:1985943705845379418", "ticker_idx": 0, "ts": "2025-11-05T05:34:11+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I favor $NBIS more on hybrid approach", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers NBIS over CRWV: NBIS owns datacenters (hybrid approach) vs CRWV paying hefty rental fees.", "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": "@spybear180 a closer look at $CRWV, they rent datacenters and will be a hefty fee for it. $NBIS owns some of them. I favor $NBIS more on hybrid approach.  For the land/power, yes they will a strong moat with good execution, leadership.\n\n---\n\n@spybear180 execution can be just be simple metric of MW operating. one should move faster than the rest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.055213667388655185, "ret_signed_m1d": -0.055213667388655185, "alpha_spy_m1d": -0.05176015909960863, "alpha_c_m1d": -0.049835445400227996, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.00537822198842719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0646153637486645, "ret_signed_p1d": -0.0646153637486645, "alpha_spy_p1d": -0.053885910029481066, "alpha_c_p1d": -0.055622202254713926, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.008993161493950574, "ret_p1w": -0.19350426828759348, "ret_signed_p1w": -0.19350426828759348, "alpha_spy_p1w": -0.20206401709627209, "alpha_c_p1w": -0.1945623192285243, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.0010580509409308103, "ret_p1m": -0.12136749528412127, "ret_signed_p1m": -0.12136749528412127, "alpha_spy_p1m": -0.13141794553263053, "alpha_c_p1m": -0.14226332260760133, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020895827323480054, "ret_p3m": -0.2464956951956464, "ret_signed_p3m": -0.2464956951956464, "alpha_spy_p3m": -0.2758424322778915, "alpha_c_p3m": -0.30501640585726764, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.058520710661621234, "ret_p6m": 0.18145295493623137, "ret_signed_p6m": 0.18145295493623137, "alpha_spy_p6m": 0.11478636698407452, "alpha_c_p6m": 0.14759478181851748, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.033858173117713886, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12136749528412127, "alpha_spy_stated": -0.13141794553263053, "alpha_c_stated": -0.14226332260760133, "price_path": [-0.4121, -0.3997, -0.3562, -0.3963, -0.4149, -0.3879, -0.38, -0.4257, -0.4233, -0.4344, -0.4104, -0.4015, -0.3976, -0.4009, -0.3843, -0.4161, -0.4161, -0.4383, -0.4389, -0.4452, -0.4404, -0.4525, -0.1819, -0.2018, -0.2377, -0.2273, -0.2226, -0.2356, -0.1959, -0.1956, -0.1512, -0.0889, -0.0786, -0.0322, -0.0774, -0.0795, -0.0579, -0.0404, -0.0119, 0.0758, 0.0938, 0.0679, 0.006, 0.0427, 0.1337, 0.1075, 0.1578, 0.0953, 0.0755, 0.0516, -0.0304, -0.0684, -0.1087, -0.1571, -0.0926, 0.0022, 0.0721, 0.0413, 0.0692, 0.0614, 0.1181, 0.0297, -0.0552, 0.0, -0.0646, -0.0489, -0.0603, -0.1263, -0.1935, -0.2425, -0.286, -0.2651, -0.2262, -0.1874, -0.2766, -0.2884, -0.2145, -0.2403, -0.1907, -0.1907, -0.1891, -0.144, -0.1756, -0.1545, -0.1214, -0.1621, -0.1425, -0.176, -0.2001, -0.1942, -0.2505, -0.3065, -0.3081, -0.3551, -0.3326, -0.2354, -0.2032, -0.2305, -0.2211, -0.2211, -0.2514, -0.2646, -0.2721, -0.2846, -0.2846, -0.2312, -0.2066, -0.1432, -0.1777, -0.1684, -0.163, -0.0826, -0.0989, -0.1284, -0.1121, -0.0707, -0.0707, -0.1514, -0.155, -0.1722, -0.1923, -0.2183, -0.1635, -0.1416, -0.1888, -0.2719, -0.2465, -0.2312, -0.2958, -0.3686, -0.2641, -0.2062, -0.2155, -0.2426, -0.2331, -0.1623, -0.1623, -0.1665, -0.1299, -0.0803, -0.1631, -0.1401, -0.1232, -0.093, -0.1036, -0.2206, -0.2221, -0.2581, -0.1643, -0.1825, -0.2365, -0.1885, -0.1758, -0.0428, -0.0766, -0.0346, 0.1098, -0.0057, 0.0133, 0.0386, 0.0053, -0.0244, -0.0179, -0.0163, -0.0943, -0.1383, -0.2115, -0.1132, -0.1286, -0.0699, -0.0699, -0.0381, 0.0034, 0.0684, 0.1652, 0.2391, 0.321, 0.3841, 0.4254, 0.4132, 0.3431, 0.3603, 0.338, 0.3345, 0.3426, 0.2578, 0.239, 0.1582, 0.2068, 0.1815]}
{"unit_id": "reply:1976271649931440206", "ticker_idx": 0, "ts": "2025-10-09T13:00:53+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 is much safer bet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NBIS preferred as safer; IREN contingent on big deals materializing, implying risk to downside if they don't.", "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": "@SixSigmaCapital $NBIS is much safer bet. $iren big deals must come through.", "reply_text": null, "parent_text": "Interesting counter take re $IREN $CIFR $WULF $CRWV etc", "quoted_text": null, "parent_author": "SixSigmaCapital", "ret_m1d": -0.08021712483872956, "ret_signed_m1d": -0.08021712483872956, "alpha_spy_m1d": -0.08312251640960966, "alpha_c_m1d": -0.08596031464836607, "bench_spy_m1d": 0.0029053915708801004, "bench_c_m1d": 0.005743189809636506, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023069945511719925, "ret_signed_p1d": -0.023069945511719925, "alpha_spy_p1d": 0.003957916667125749, "alpha_c_p1d": -0.0046223632390789415, "bench_spy_p1d": -0.027027862178845674, "bench_c_p1d": -0.018447582272640983, "ret_p1w": -0.07237634588582709, "ret_signed_p1w": -0.07237634588582709, "alpha_spy_p1w": -0.05670212238303762, "alpha_c_p1w": -0.06585010953948511, "bench_spy_p1w": -0.015674223502789464, "bench_c_p1w": -0.006526236346341974, "ret_p1m": -0.16103739979373488, "ret_signed_p1m": -0.16103739979373488, "alpha_spy_p1m": -0.16075425111069264, "alpha_c_p1m": -0.13658563452923445, "bench_spy_p1m": -0.0002831486830422447, "bench_c_p1m": -0.024451765264500436, "ret_p3m": -0.24427021769428237, "ret_signed_p3m": -0.24427021769428237, "alpha_spy_p3m": -0.27808365370446797, "alpha_c_p3m": -0.2685466700332495, "bench_spy_p3m": 0.033813436010185605, "bench_c_p3m": 0.024276452338967136, "ret_p6m": -0.17958383447250825, "ret_signed_p6m": -0.17958383447250825, "alpha_spy_p6m": -0.16230672167947846, "alpha_c_p6m": -0.1578227910142629, "bench_spy_p6m": -0.017277112793029792, "bench_c_p6m": -0.021761043458245366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16103739979373488, "alpha_spy_stated": -0.16075425111069264, "alpha_c_stated": -0.13658563452923445, "price_path": [-0.6083, -0.5964, -0.5981, -0.5952, -0.602, -0.6052, -0.6154, -0.6089, -0.6068, -0.6127, -0.6023, -0.62, -0.6133, -0.5896, -0.608, -0.5916, -0.5841, -0.5847, -0.5076, -0.4815, -0.4704, -0.4321, -0.4675, -0.4839, -0.46, -0.4531, -0.4934, -0.4913, -0.5011, -0.4799, -0.4721, -0.4686, -0.4715, -0.4569, -0.4849, -0.4849, -0.5045, -0.5051, -0.5106, -0.5064, -0.517, -0.2783, -0.2959, -0.3276, -0.3184, -0.3142, -0.3258, -0.2907, -0.2904, -0.2513, -0.1963, -0.1873, -0.1463, -0.1862, -0.188, -0.169, -0.1536, -0.1284, -0.051, -0.0351, -0.0581, -0.1126, -0.0802, 0.0, -0.0231, 0.0213, -0.0339, -0.0513, -0.0724, -0.1448, -0.1782, -0.2138, -0.2565, -0.1996, -0.116, -0.0544, -0.0815, -0.0568, -0.0638, -0.0137, -0.0918, -0.1666, -0.1179, -0.1749, -0.161, -0.1711, -0.2293, -0.2886, -0.3318, -0.3702, -0.3518, -0.3174, -0.2832, -0.3619, -0.3723, -0.3071, -0.3299, -0.2861, -0.2861, -0.2848, -0.2449, -0.2728, -0.2542, -0.225, -0.2609, -0.2436, -0.2731, -0.2944, -0.2892, -0.3389, -0.3883, -0.3897, -0.4312, -0.4113, -0.3255, -0.2971, -0.3212, -0.313, -0.313, -0.3396, -0.3513, -0.3579, -0.3689, -0.3689, -0.3218, -0.3001, -0.2443, -0.2747, -0.2664, -0.2617, -0.1908, -0.2051, -0.2312, -0.2168, -0.1803, -0.1803, -0.2514, -0.2546, -0.2698, -0.2875, -0.3105, -0.2621, -0.2428, -0.2845, -0.3577, -0.3353, -0.3218, -0.3788, -0.4431, -0.3509, -0.2998, -0.308, -0.332, -0.3235, -0.2611, -0.2611, -0.2648, -0.2325, -0.1887, -0.2618, -0.2415, -0.2266, -0.1999, -0.2093, -0.3125, -0.3139, -0.3456, -0.2628, -0.2789, -0.3265, -0.2842, -0.273, -0.1556, -0.1855, -0.1484, -0.021, -0.123, -0.1062, -0.0838, -0.1132, -0.1394, -0.1337, -0.1323, -0.2011, -0.2399, -0.3044, -0.2177, -0.2314, -0.1796, -0.1796]}
{"unit_id": "orig:1980625957766734148", "ticker_idx": 0, "ts": "2025-10-21T13:23:21+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 watching this company closely and I would like to get into more energy business into 2026. I'm most impressed by $TE execution, valuation, growth potential", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish on T1 Energy into 2026; impressed by execution, valuation, and 10GW solar capacity growth potential.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$TE T1 Energy - Deep research from @yeah_dave. I'm watching this company closely and I would like to get into more energy business into 2026. \n\nI'm most impressed by $TE execution, valuation, growth potential with a capacity to produce up to 10 GW solar production capacity per year (5GW is a typical nuclear station!)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06250004656612851, "ret_signed_m1d": 0.06250004656612851, "alpha_spy_m1d": 0.06248510346405234, "alpha_c_m1d": 0.07128099287264633, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": -0.008780946306517823, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08258925981781629, "ret_signed_p1d": -0.08258925981781629, "alpha_spy_p1d": -0.07739034375193721, "alpha_c_p1d": -0.06961143101655487, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.012977828801261415, "ret_p1w": -0.17410713572967418, "ret_signed_p1w": -0.17410713572967418, "alpha_spy_p1w": -0.1975992506764157, "alpha_c_p1w": -0.17281570317967077, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": -0.001291432550003413, "ret_p1m": -0.3549106936160552, "ret_signed_p1m": -0.3549106936160552, "alpha_spy_p1m": -0.34201021275069743, "alpha_c_p1m": -0.32566230537257346, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.02924838824348175, "ret_p3m": 0.8236607235514235, "ret_signed_p3m": 0.8236607235514235, "alpha_spy_p3m": 0.7902715995811569, "alpha_c_p3m": 0.7423614917227341, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.08129923182868937, "ret_p6m": 0.19196431469932485, "ret_signed_p6m": 0.19196431469932485, "alpha_spy_p6m": 0.1433482613889372, "alpha_c_p6m": 0.07981986983196676, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.11214444486735808, "ret_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": 0.8236607235514235, "alpha_spy_stated": 0.7902715995811569, "alpha_c_stated": 0.7423614917227341, "price_path": [-0.6696, -0.683, -0.6875, -0.7009, -0.7121, -0.7344, -0.7411, -0.7232, -0.721, -0.721, -0.7165, -0.7143, -0.7232, -0.721, -0.7009, -0.7188, -0.6696, -0.654, -0.6741, -0.7031, -0.6696, -0.6451, -0.6384, -0.6406, -0.6473, -0.6339, -0.6317, -0.6317, -0.5781, -0.5915, -0.5871, -0.558, -0.558, -0.567, -0.5826, -0.5804, -0.5848, -0.6027, -0.6094, -0.6049, -0.5848, -0.5647, -0.5469, -0.5893, -0.5089, -0.4933, -0.5089, -0.4799, -0.5134, -0.4665, -0.4732, -0.4353, -0.375, -0.3616, -0.346, -0.1451, -0.1875, -0.2188, -0.1049, 0.1696, 0.0469, -0.0357, 0.0625, 0.0, -0.0826, -0.1719, -0.2254, -0.1451, -0.1741, -0.1964, -0.1875, -0.1696, -0.2366, -0.1786, -0.0871, -0.1786, -0.1496, 0.0045, -0.0156, -0.1406, -0.221, -0.25, -0.2902, -0.317, -0.3549, -0.3929, -0.3929, -0.2991, -0.2656, -0.1429, -0.1429, -0.0804, -0.0022, 0.058, 0.0089, 0.1406, 0.3013, 0.3437, 0.5022, 0.3728, 0.3103, 0.1942, 0.1295, 0.2143, 0.2098, 0.3437, 0.4353, 0.6295, 0.5871, 0.5737, 0.5737, 0.5179, 0.433, 0.4509, 0.4911, 0.4911, 0.75, 0.8304, 0.7076, 0.625, 0.5201, 0.5491, 0.6094, 0.7545, 0.7545, 0.654, 0.8237, 0.8237, 0.8482, 0.7455, 0.8683, 0.8973, 0.817, 1.0357, 1.1183, 0.9821, 0.8594, 0.933, 1.029, 0.7254, 0.6228, 0.846, 0.7054, 0.6763, 0.529, 0.3862, 0.3661, 0.3661, 0.4375, 0.442, 0.4085, 0.3862, 0.404, 0.5826, 0.6116, 0.6272, 0.375, 0.5268, 0.4531, 0.5848, 0.5201, 0.5, 0.5982, 0.7812, 0.817, 0.7277, 0.7009, 0.7232, 0.7388, 0.6362, 0.721, 0.4732, 0.5268, 0.4754, 0.4911, 0.4018, 0.2857, 0.2545, -0.0201, 0.0, -0.0647, -0.0647, -0.096, -0.1228, -0.0692, -0.067, 0.0469, 0.1406, 0.0848, 0.192]}
{"unit_id": "reply:1984974492423336410", "ticker_idx": 0, "ts": "2025-11-02T13:22:52+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 bought china's factory for cheap, producing up to 10GW annually. That's huge game changer. at only $700m mc", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TE: acquired Chinese factory for cheap with 10GW annual capacity, a game changer at only $700M market cap.", "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": "@Hunter_Jacques_ $TE bought china's factory for cheap, producing up to 10GW annually. That's huge game changer. at only $700m mc", "reply_text": null, "parent_text": "@DeepValueBagger What do you mean by $TE? Just that solar will end up being a great way to make profitable some of these high energy business models. \n\nAlso it is very interesting what projects like Army Janus will unlock. Desalination and Vertical farming come to mind. \n\nEnergy Arbitrage is", "quoted_text": null, "parent_author": "Hunter_Jacques_", "ret_m1d": 0.08771928234615034, "ret_signed_m1d": 0.08771928234615034, "alpha_spy_m1d": 0.08959250666683405, "alpha_c_m1d": 0.0834446546639287, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": 0.004274627682221643, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0760233873284013, "ret_signed_p1d": 0.0760233873284013, "alpha_spy_p1d": 0.0878769346884204, "alpha_c_p1d": 0.08761662021795291, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.011593232889551608, "ret_p1w": 0.3157894443313545, "ret_signed_p1w": 0.3157894443313545, "alpha_spy_p1w": 0.31856992162350783, "alpha_c_p1w": 0.31708479209494567, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0012953477635911925, "ret_p1m": 0.385964814437848, "ret_signed_p1m": 0.385964814437848, "alpha_spy_p1m": 0.3886135356155226, "alpha_c_p1m": 0.3965865863487791, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.010621771910931055, "ret_p3m": 1.596491203609462, "ret_signed_p3m": 1.596491203609462, "alpha_spy_p3m": 1.577831727962774, "alpha_c_p3m": 1.5185891047453386, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.07790209886412347, "ret_p6m": 0.4327485339349104, "ret_signed_p6m": 0.4327485339349104, "alpha_spy_p6m": 0.3853310123169562, "alpha_c_p6m": 0.31844999405720986, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.11429853987770056, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.385964814437848, "alpha_spy_stated": 0.3886135356155226, "alpha_c_stated": 0.3965865863487791, "price_path": [-0.6345, -0.6287, -0.6257, -0.6374, -0.6345, -0.6082, -0.6316, -0.5673, -0.5468, -0.5731, -0.6111, -0.5673, -0.5351, -0.5263, -0.5292, -0.538, -0.5205, -0.5175, -0.5175, -0.4474, -0.4649, -0.4591, -0.4211, -0.4211, -0.4327, -0.4532, -0.4503, -0.4561, -0.4795, -0.4883, -0.4825, -0.4561, -0.4298, -0.4064, -0.462, -0.3567, -0.3363, -0.3567, -0.3187, -0.3626, -0.3012, -0.3099, -0.2602, -0.1813, -0.1637, -0.1433, 0.1199, 0.0643, 0.0234, 0.1725, 0.5322, 0.3713, 0.2632, 0.3918, 0.3099, 0.2018, 0.0848, 0.0146, 0.1199, 0.0819, 0.0526, 0.0643, 0.0877, 0.0, 0.076, 0.1959, 0.076, 0.114, 0.3158, 0.2895, 0.1257, 0.0205, -0.0175, -0.0702, -0.1053, -0.155, -0.2047, -0.2047, -0.0819, -0.038, 0.1228, 0.1228, 0.2047, 0.307, 0.386, 0.3216, 0.4942, 0.7047, 0.7602, 0.9678, 0.7982, 0.7164, 0.5643, 0.4795, 0.5906, 0.5848, 0.7602, 0.8801, 1.1345, 1.0789, 1.0614, 1.0614, 0.9883, 0.8772, 0.9006, 0.9532, 0.9532, 1.2924, 1.3977, 1.2368, 1.1287, 0.9912, 1.0292, 1.1082, 1.2982, 1.2982, 1.1667, 1.3889, 1.3889, 1.4211, 1.2865, 1.4474, 1.4854, 1.3801, 1.6667, 1.7749, 1.5965, 1.4357, 1.5322, 1.6579, 1.2602, 1.1257, 1.4181, 1.2339, 1.1959, 1.0029, 0.8158, 0.7895, 0.7895, 0.883, 0.8889, 0.845, 0.8158, 0.8392, 1.0731, 1.1111, 1.1316, 0.8012, 1.0, 0.9035, 1.076, 0.9912, 0.9649, 1.0936, 1.3333, 1.3801, 1.2632, 1.2281, 1.2573, 1.2778, 1.1433, 1.2544, 0.9298, 1.0, 0.9327, 0.9532, 0.8363, 0.6842, 0.6433, 0.2836, 0.3099, 0.2251, 0.2251, 0.1842, 0.1491, 0.2193, 0.2222, 0.3713, 0.4942, 0.4211, 0.5614, 0.4591, 0.4708, 0.4561, 0.4883, 0.576, 0.576, 0.5468, 0.5526, 0.4327]}
{"unit_id": "reply:1985387568402468909", "ticker_idx": 0, "ts": "2025-11-03T16:44:17+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I prefer holding $eth", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers holding ETH directly over BMNR's Ethereum strategy.", "resolved_tickers": ["ETH-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": "@venicehodl I prefer holding $eth", "reply_text": null, "parent_text": "@DeepValueBagger DVB how do you feel about BMNR and its ethereum strategy?", "quoted_text": null, "parent_author": "therogueoracle", "ret_m1d": 0.06794871777494005, "ret_signed_m1d": 0.06794871777494005, "alpha_spy_m1d": 0.06982194209562376, "alpha_c_m1d": 0.06982194209562376, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.0018732243206837085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08598199640611282, "ret_signed_p1d": -0.08598199640611282, "alpha_spy_p1d": -0.07412844904609373, "alpha_c_p1d": -0.07412844904609373, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.01185354736001909, "ret_p1w": -0.009396238061887163, "ret_signed_p1w": -0.009396238061887163, "alpha_spy_p1w": -0.006615760769733803, "alpha_c_p1w": -0.006615760769733803, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.0027804772921533605, "ret_p1m": -0.1677725476301205, "ret_signed_p1m": -0.1677725476301205, "alpha_spy_p1m": -0.16512382645244594, "alpha_c_p1m": -0.16512382645244594, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.0026487211776745623, "ret_p3m": -0.21765918308397925, "ret_signed_p3m": -0.21765918308397925, "alpha_spy_p3m": -0.23631865873066726, "alpha_c_p3m": -0.23631865873066726, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.018659475646688017, "ret_p6m": -0.3644575614565694, "ret_signed_p6m": -0.3644575614565694, "alpha_spy_p6m": -0.4118750830745236, "alpha_c_p6m": -0.4118750830745236, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.047417521617954206, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1677725476301205, "alpha_spy_stated": -0.16512382645244594, "alpha_c_stated": -0.16512382645244594, "price_path": [0.0227, 0.0866, 0.1131, 0.1734, 0.2744, 0.3203, 0.2626, 0.2325, 0.1972, 0.1308, 0.2033, 0.1724, 0.3412, 0.2139, 0.2771, 0.2501, 0.2512, 0.2104, 0.1977, 0.2007, 0.2354, 0.1933, 0.1956, 0.1959, 0.1962, 0.2073, 0.2384, 0.309, 0.2566, 0.2502, 0.2749, 0.2742, 0.2411, 0.1667, 0.1563, 0.153, 0.0738, 0.1204, 0.1707, 0.1509, 0.2079, 0.2458, 0.2533, 0.3013, 0.2356, 0.2569, 0.2129, 0.0668, 0.1785, 0.1452, 0.1069, 0.0812, 0.0639, 0.1051, 0.0762, 0.0571, 0.0704, 0.0922, 0.1437, 0.1055, 0.0836, 0.0561, 0.0679, 0.0, -0.086, -0.0492, -0.0805, -0.0464, -0.0094, -0.0519, -0.0525, -0.1026, -0.1384, -0.1604, -0.1331, -0.1608, -0.2139, -0.2322, -0.1803, -0.1789, -0.1595, -0.1632, -0.1582, -0.2227, -0.1678, -0.114, -0.1299, -0.1604, -0.1324, -0.0781, -0.0769, -0.1014, -0.1438, -0.1771, -0.1771, -0.214, -0.2152, -0.1733, -0.1655, -0.1774, -0.1823, -0.194, -0.1878, -0.1854, -0.1751, -0.1764, -0.1671, -0.1327, -0.1044, -0.085, -0.1209, -0.1382, -0.1441, -0.1416, -0.0778, -0.0687, -0.0792, -0.0852, -0.1154, -0.1851, -0.1731, -0.1812, -0.1802, -0.1876, -0.161, -0.1654, -0.2177, -0.2498, -0.3492, -0.3816, -0.405, -0.4943, -0.4272, -0.4161, -0.4394, -0.4613, -0.4595, -0.4313, -0.4454, -0.447, -0.4576, -0.4592, -0.4534, -0.4849, -0.4856, -0.4296, -0.4374, -0.464, -0.4372, -0.4496, -0.4097, -0.4249, -0.4507, -0.4468, -0.4345, -0.4305, -0.4245, -0.4191, -0.3473, -0.3565, -0.3883, -0.4067, -0.4041, -0.4026, -0.4016, -0.3982, -0.4283, -0.4472, -0.4383, -0.4157, -0.4063, -0.429, -0.43, -0.4149, -0.3777, -0.392, -0.3923, -0.3767, -0.3419, -0.3551, -0.345, -0.348, -0.3279, -0.3573, -0.3538, -0.3404, -0.3528, -0.3572, -0.3607, -0.3645]}
{"unit_id": "reply:1971220207998992661", "ticker_idx": 0, "ts": "2025-09-25T14:28:15+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cool to have another $INTC bull.. very few of us out here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author identifies as an INTC bull, endorsing long stance on Intel.", "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": "reply_other", "lang": "en", "tweet_text": "@beefcubee cool to have another $INTC bull.. very few of us out here", "reply_text": null, "parent_text": "@DeepValueBagger i closed all my INTC cc this morning (thank god)\n\nreplaced all shares with leap calls last week.\n\ni expect all MAG7 + OpenAI to invest in Intel and all of them will be a client of either Intel CPU or Intel Foundry someday.\n\nthat’s my thesis😂", "quoted_text": null, "parent_author": "beefcubee", "ret_m1d": -0.08149462278100283, "ret_signed_m1d": -0.08149462278100283, "alpha_spy_m1d": -0.08612937955703981, "alpha_c_m1d": -0.08165032661381522, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.00015570383281238165, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04442477925765487, "ret_signed_p1d": 0.04442477925765487, "alpha_spy_p1d": 0.03869574517504559, "alpha_c_p1d": 0.042057566117891465, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.002367213139763402, "ret_p1w": 0.09738150618246921, "ret_signed_p1w": 0.09738150618246921, "alpha_spy_p1w": 0.08040725541312699, "alpha_c_p1w": 0.04387125718982432, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.05351024899264489, "ret_p1m": 0.12621350070564596, "ret_signed_p1m": 0.12621350070564596, "alpha_spy_p1m": 0.09703638863634989, "alpha_c_p1m": 0.03252374893550414, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.09368975177014183, "ret_p3m": 0.06943208823521152, "ret_signed_p3m": 0.06943208823521152, "alpha_spy_p3m": 0.02089044818277297, "alpha_c_p3m": -0.06521568547648937, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.1346477737117009, "ret_p6m": 0.2906736324075294, "ret_signed_p6m": 0.2906736324075294, "alpha_spy_p6m": 0.29946787741229985, "alpha_c_p6m": 0.08860190376126598, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": 0.20207172864626344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12621350070564596, "alpha_spy_stated": 0.09703638863634989, "alpha_c_stated": 0.03252374893550414, "price_path": [-0.341, -0.3277, -0.3563, -0.3383, -0.3383, -0.3528, -0.306, -0.3104, -0.2992, -0.3107, -0.3145, -0.3257, -0.3325, -0.3292, -0.3204, -0.3157, -0.3163, -0.3089, -0.3342, -0.391, -0.3916, -0.3995, -0.4016, -0.4175, -0.4319, -0.4263, -0.406, -0.3995, -0.4184, -0.4131, -0.3925, -0.3583, -0.3463, -0.298, -0.2774, -0.3039, -0.2554, -0.3074, -0.3086, -0.2704, -0.2777, -0.2836, -0.2689, -0.2665, -0.2836, -0.2836, -0.2877, -0.2939, -0.276, -0.2795, -0.2798, -0.281, -0.2713, -0.276, -0.2916, -0.2713, -0.2565, -0.2674, -0.1006, -0.1297, -0.1539, -0.1368, -0.0815, 0.0, 0.0444, 0.0144, -0.0129, 0.0574, 0.0974, 0.0836, 0.0765, 0.0936, 0.1012, 0.1121, 0.07, 0.095, 0.0482, 0.093, 0.0838, 0.0888, 0.1209, 0.1215, 0.0862, 0.1227, 0.1262, 0.1633, 0.2218, 0.2162, 0.1815, 0.1765, 0.1621, 0.0894, 0.1292, 0.0956, 0.1218, 0.1312, 0.1144, 0.1147, 0.0565, 0.045, 0.0212, 0.01, 0.033, -0.0109, 0.015, 0.053, 0.0541, 0.083, 0.083, 0.1933, 0.1771, 0.2789, 0.2874, 0.1915, 0.2183, 0.1856, 0.1915, 0.1998, 0.1624, 0.1124, 0.1036, 0.0977, 0.0606, 0.0674, 0.0833, 0.07, 0.0694, 0.0638, 0.0638, 0.065, 0.0791, 0.0974, 0.0856, 0.0856, 0.1586, 0.1583, 0.178, 0.2542, 0.2095, 0.3401, 0.2963, 0.3913, 0.4334, 0.4216, 0.3816, 0.3816, 0.4287, 0.5961, 0.5981, 0.326, 0.2501, 0.2924, 0.4351, 0.4316, 0.3672, 0.436, 0.449, 0.4298, 0.4192, 0.4884, 0.4781, 0.3866, 0.4207, 0.3675, 0.3766, 0.3766, 0.3586, 0.3375, 0.3127, 0.2977, 0.2836, 0.3569, 0.3792, 0.3375, 0.3419, 0.3386, 0.268, 0.341, 0.3519, 0.2774, 0.341, 0.3763, 0.4116, 0.3313, 0.3466, 0.3463, 0.2963, 0.3248, 0.3586, 0.2907]}
{"unit_id": "thread:1971281359353282802", "ticker_idx": 0, "ts": "2025-09-25T18:31:15+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 like the discount though $cifr", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CIFR at the dip, viewing the -18% drop as a buying discount.", "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": "A buddy loaded $900K+ on calls and shares $CIFR on the dip this morning, up 10%. \n\nI told him, a wise person once said, when the market is overbought, take small profits. He took my advice and saved potentially down more than 30% after $CIFR went down -18%.\n\nI have been cautious too, conserving cash and exiting my least favorite position. Of course I didn't know the perfect timing of the top so I didn't sell CC. However, with enough caution, you can save a lot of money. Now I have 2 more steaks dinners.\n\n---\n\nI like the discount though $cifr https://t.co/1LautgP79h", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.212693012724273, "ret_signed_m1d": 0.212693012724273, "alpha_spy_m1d": 0.20805825594823601, "alpha_c_m1d": 0.21093042559507147, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.0017625871292015205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01629498995452139, "ret_signed_p1d": -0.01629498995452139, "alpha_spy_p1d": -0.022024024037130663, "alpha_c_p1d": -0.01931650491320258, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.003021514958681193, "ret_p1w": 0.18439113210466918, "ret_signed_p1w": 0.18439113210466918, "alpha_spy_p1w": 0.16741688133532695, "alpha_c_p1w": 0.15503870571221645, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.029352426392452724, "ret_p1m": 0.771869649895194, "ret_signed_p1m": 0.771869649895194, "alpha_spy_p1m": 0.742692537825898, "alpha_c_p1m": 0.7158265869148579, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.05604306298033612, "ret_p3m": 0.36449400133939713, "ret_signed_p3m": 0.36449400133939713, "alpha_spy_p3m": 0.3159523612869586, "alpha_c_p3m": 0.31290143504207335, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.05159256629732378, "ret_p6m": 0.20154377463317896, "ret_signed_p6m": 0.20154377463317896, "alpha_spy_p6m": 0.2103380196379494, "alpha_c_p6m": 0.22675814944430672, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.02521437481112776, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.771869649895194, "alpha_spy_stated": 0.742692537825898, "alpha_c_stated": 0.7158265869148579, "price_path": [-0.5901, -0.5798, -0.5129, -0.4811, -0.4811, -0.5034, -0.4828, -0.4631, -0.4648, -0.4966, -0.4828, -0.488, -0.4623, -0.4494, -0.4545, -0.464, -0.4048, -0.4271, -0.4297, -0.4451, -0.4717, -0.5129, -0.5326, -0.5317, -0.5772, -0.5549, -0.5703, -0.5532, -0.5823, -0.5926, -0.5918, -0.5952, -0.5798, -0.5437, -0.5532, -0.4811, -0.506, -0.4897, -0.494, -0.4528, -0.4305, -0.3894, -0.4005, -0.3979, -0.3448, -0.3448, -0.2864, -0.3045, -0.3654, -0.3551, -0.3379, -0.2093, -0.1209, -0.1449, -0.0695, -0.0695, -0.0129, 0.0617, 0.0163, 0.0532, 0.1973, 0.2136, 0.2127, 0.0, -0.0163, 0.0849, 0.0798, 0.0806, 0.1844, 0.2607, 0.3156, 0.3508, 0.5094, 0.5429, 0.4554, 0.7444, 0.7916, 0.8036, 0.6055, 0.6089, 0.7075, 0.5502, 0.3816, 0.4798, 0.7719, 0.7616, 0.7118, 0.6801, 0.6355, 0.5995, 0.952, 0.9305, 1.1192, 0.8619, 0.7744, 0.6852, 0.6012, 0.4906, 0.2804, 0.2316, 0.2307, 0.2504, 0.2539, 0.2487, 0.2136, 0.4331, 0.5026, 0.6424, 0.6424, 0.7453, 0.6887, 0.5129, 0.5978, 0.7007, 0.6535, 0.6707, 0.6775, 0.5849, 0.6192, 0.4623, 0.2642, 0.2856, 0.2341, 0.2993, 0.3902, 0.4014, 0.3645, 0.3911, 0.3911, 0.3027, 0.2933, 0.2513, 0.2659, 0.2659, 0.3894, 0.5575, 0.5043, 0.3791, 0.4194, 0.4262, 0.5163, 0.5652, 0.5549, 0.5026, 0.6123, 0.6123, 0.5369, 0.5197, 0.4914, 0.5069, 0.4142, 0.6081, 0.6269, 0.518, 0.3688, 0.3559, 0.3945, 0.2221, 0.0892, 0.2633, 0.4374, 0.4666, 0.3962, 0.3808, 0.4082, 0.4082, 0.3413, 0.3225, 0.3551, 0.2564, 0.3053, 0.4683, 0.4245, 0.4134, 0.3379, 0.3516, 0.2616, 0.3756, 0.2993, 0.1681, 0.2273, 0.1973, 0.2101, 0.1758, 0.2075, 0.2985, 0.2942, 0.2581, 0.2556, 0.2015]}
{"unit_id": "orig:1986063002919948633", "ticker_idx": 0, "ts": "2025-11-05T13:28:13+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold 10,000 shares... We're going higher!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long HOOD; author holds 10k shares and is bullish on multi-segment execution across trading, prediction markets, banking, IB, and tokenized assets.", "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": "Robinhood $HOOD is quietly executing so well. I don't spend much time following even though I hold 10,000 shares. But here's my quick take... (kid analyst pay attention)\n\nRobinhood is scaling multiple business segments at wonderful pace, giving valuation of multiple great businesses.\n\n1. Trading/Options/Crypto (CORE) - Accelerating AUM and trading volume. Crypto benefited from Bitstamp acq (liquidity, volume, tech). Think $SCHW $IBKR\n\n2. Prediction market - Over 4B events traded since march (mind blowing). Think DraftKings, Polymarket, Kalshi.\n\n3. Banking - First basic services, then lending, etc. Think $SOFI, Tradfi.\n\n4. Investment banking - they expanded into managed funds and advisory - Think subset of $MS $GS etc\n\n5. Tokenized stocks and assets - making access to retailer, and international market easier. think crypto but better.\n\nI probably missed other smaller ones, and future ones they will launch. This is what great founder & execution looks like.  If they continue to execute that, the marketcap will be combination of many great business together. We're going higher!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03986519403497846, "ret_signed_m1d": -0.03986519403497846, "alpha_spy_m1d": -0.0364116857459319, "alpha_c_m1d": -0.03644312634501434, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10808530571500996, "ret_signed_p1d": -0.10808530571500996, "alpha_spy_p1d": -0.09735585199582653, "alpha_c_p1d": -0.10447318840366959, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.06667602670459516, "ret_signed_p1w": -0.06667602670459516, "alpha_spy_p1w": -0.07523577551327376, "alpha_c_p1w": -0.08701816300328002, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.037900014447015073, "ret_signed_p1m": -0.037900014447015073, "alpha_spy_p1m": -0.04795046469552433, "alpha_c_p1m": -0.05805217453089828, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.3689640205068364, "ret_signed_p3m": -0.3689640205068364, "alpha_spy_p3m": -0.3983107575890815, "alpha_c_p3m": -0.3997403875244404, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.4884194162313553, "ret_signed_p6m": -0.4884194162313553, "alpha_spy_p6m": -0.5550860041835122, "alpha_c_p6m": -0.4880601644557604, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.037900014447015073, "alpha_spy_stated": -0.04795046469552433, "alpha_c_stated": -0.05805217453089828, "price_path": [-0.1955, -0.2026, -0.1993, -0.2376, -0.223, -0.1987, -0.1927, -0.2455, -0.2607, -0.2539, -0.2327, -0.2424, -0.2364, -0.2777, -0.2722, -0.2699, -0.2699, -0.2923, -0.2924, -0.2777, -0.2894, -0.1769, -0.1683, -0.1756, -0.1736, -0.1927, -0.1941, -0.1762, -0.1673, -0.1514, -0.1242, -0.1235, -0.1143, -0.1101, -0.1392, -0.1453, -0.0404, 0.0049, -0.0234, 0.0226, 0.0434, 0.0125, 0.0177, 0.0589, 0.07, -0.0247, -0.0126, -0.0528, -0.0585, -0.0775, -0.0882, -0.0469, -0.0747, -0.1071, -0.0572, -0.0189, 0.0237, 0.0265, 0.0163, -0.031, 0.0302, 0.0323, -0.0399, 0.0, -0.1081, -0.0851, -0.0463, -0.074, -0.0667, -0.147, -0.1402, -0.1861, -0.1978, -0.1707, -0.2546, -0.2469, -0.1931, -0.1889, -0.1002, -0.1002, -0.0982, -0.135, -0.116, -0.062, -0.0379, -0.0739, -0.0425, -0.0475, -0.0479, -0.1341, -0.1613, -0.191, -0.162, -0.1873, -0.1777, -0.1483, -0.1411, -0.1561, -0.1547, -0.1547, -0.1709, -0.1758, -0.1897, -0.2062, -0.2062, -0.1914, -0.135, -0.1458, -0.179, -0.1901, -0.191, -0.1752, -0.1561, -0.1601, -0.2255, -0.2368, -0.2368, -0.2576, -0.2566, -0.2543, -0.2491, -0.249, -0.2614, -0.2743, -0.2894, -0.3018, -0.369, -0.3889, -0.4342, -0.4899, -0.4187, -0.3925, -0.3992, -0.4528, -0.5008, -0.4668, -0.4668, -0.4705, -0.4721, -0.469, -0.4658, -0.4962, -0.4849, -0.4559, -0.4424, -0.4676, -0.4471, -0.4661, -0.423, -0.4346, -0.4589, -0.4431, -0.4488, -0.4477, -0.4657, -0.4849, -0.4714, -0.4571, -0.4743, -0.4795, -0.5025, -0.4912, -0.5152, -0.4909, -0.5062, -0.5366, -0.5427, -0.5136, -0.5079, -0.5164, -0.5164, -0.5102, -0.5112, -0.4959, -0.5079, -0.5144, -0.497, -0.4449, -0.3871, -0.3904, -0.3631, -0.3594, -0.3934, -0.3794, -0.4137, -0.4055, -0.4108, -0.424, -0.5003, -0.4884]}
{"unit_id": "thread:1975640951151300627", "ticker_idx": 0, "ts": "2025-10-07T19:14:43+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It may appear that I'm little crazy on the $IREN buy button, but I'm not", "tweet_type": "analysis", "timeline": "months", "summary": "Strong long IREN on AI datacenter thesis; sector-wide bullish on AI datacenter plays including NBIS, CRWV, CIFR as sector winners.", "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": "self_thread", "lang": "en", "tweet_text": "It may appear that I'm little crazy on the $IREN buy button, but I'm not. Risks come from not knowing what you're doing.\n\nI have worked for 2 CEOs ($1bil+) and multiple top execs and what I learned is a mental framework to make decisions.  You don't see me sharing what other influencers are sharing -- eg financial/price target/convoluted thesis. When I worked for CEOs, and when we have powerpoint product managers who don't even know the metrics or cohesive reason \"why\" they want to build the product, they are promptly kicked out from finishing the first slide. What is my point? You need to know your shit.  I'll give a hint how I considered AI Datacenter and you do the homework.\n\n1. TAM: Do you believe $300B+ Ai datacenter demand in 2026? Do you really believe? Go research. If you don't, do not move to the next step.\n\n2. What is the constraint for revenue expansion? Is it power, is it equipment? Who can get access to them? Research deeper\n\n3. Between these companies, who has the best chance to win the market (team, product, traction, funding, power, customer)?  \n\nAt the end of the day, it doesn't matter your conclusion is $NBIS $CRWV $CIFR $IREN. I don't get stuck on weeds and miss the big picture. If the whole sector wins, and you picked 2nd, 3rd, or 4th, you will do well.\n\n---\n\nA few weeks ago, I was trying to answer these questions thanks to @jiahanjimliu @jaijungkim , my J&amp;J", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0637159579398705, "ret_signed_m1d": -0.0637159579398705, "alpha_spy_m1d": -0.06743726864029664, "alpha_c_m1d": -0.06241412724808992, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": -0.001301830691780581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025778212463051342, "ret_signed_p1d": -0.025778212463051342, "alpha_spy_p1d": -0.03174126773262265, "alpha_c_p1d": -0.020942790029799152, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": -0.00483542243325219, "ret_p1w": 0.12775611566844836, "ret_signed_p1w": 0.12775611566844836, "alpha_spy_p1w": 0.1380532043068483, "alpha_c_p1w": 0.13761287479724071, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.009856759128792358, "ret_p1m": 0.23881328281539504, "ret_signed_p1m": 0.23881328281539504, "alpha_spy_p1m": 0.2261696926100547, "alpha_c_p1m": 0.2605726478603828, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": -0.021759365044987766, "ret_p3m": -0.30771724138016343, "ret_signed_p3m": -0.30771724138016343, "alpha_spy_p3m": -0.3317318863900607, "alpha_c_p3m": -0.33286105026288704, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.025143808882723606, "ret_p6m": -0.44730869027367237, "ret_signed_p6m": -0.44730869027367237, "alpha_spy_p6m": -0.4321409070880995, "alpha_c_p6m": -0.37473706876092916, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.07257162151274321, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23881328281539504, "alpha_spy_stated": 0.2261696926100547, "alpha_c_stated": 0.2605726478603828, "price_path": [-0.7239, -0.7369, -0.7198, -0.7263, -0.7194, -0.7074, -0.7091, -0.7057, -0.6986, -0.6921, -0.7059, -0.7127, -0.7312, -0.744, -0.7383, -0.7388, -0.7503, -0.7328, -0.7333, -0.703, -0.6989, -0.7009, -0.7087, -0.7109, -0.7125, -0.6907, -0.6808, -0.6643, -0.6963, -0.6796, -0.6824, -0.6526, -0.6252, -0.6273, -0.6376, -0.6265, -0.5707, -0.5707, -0.528, -0.5426, -0.5764, -0.576, -0.5754, -0.5105, -0.4548, -0.4674, -0.4494, -0.3979, -0.409, -0.3855, -0.4112, -0.3735, -0.3207, -0.3228, -0.2357, -0.2495, -0.3213, -0.2554, -0.2391, -0.2367, -0.2377, -0.1819, -0.0637, 0.0, -0.0258, 0.0352, -0.031, 0.0399, 0.1278, 0.1021, 0.0024, -0.0156, -0.0399, -0.1051, -0.1597, -0.0944, 0.0198, 0.0537, 0.012, -0.0204, -0.0561, -0.0151, 0.0984, 0.0803, 0.2388, 0.0856, 0.0113, -0.0245, -0.0697, -0.097, -0.2113, -0.2482, -0.2314, -0.208, -0.257, -0.2952, -0.3149, -0.2138, -0.2304, -0.2145, -0.2145, -0.2249, -0.2138, -0.3333, -0.2873, -0.2469, -0.2751, -0.2487, -0.2406, -0.2879, -0.2876, -0.3494, -0.4248, -0.4068, -0.4523, -0.4196, -0.3528, -0.3184, -0.3179, -0.3194, -0.3194, -0.3466, -0.3611, -0.3791, -0.3876, -0.3876, -0.3077, -0.2179, -0.2557, -0.2927, -0.2594, -0.2537, -0.184, -0.1409, -0.1427, -0.1587, -0.0626, -0.0626, -0.1203, -0.1329, -0.1527, -0.0811, -0.1511, -0.0274, 0.0204, -0.0298, -0.1287, -0.1394, -0.1182, -0.2714, -0.3549, -0.3218, -0.2518, -0.304, -0.3082, -0.351, -0.3155, -0.3155, -0.3358, -0.3178, -0.2982, -0.3518, -0.3132, -0.2631, -0.2862, -0.2827, -0.3361, -0.329, -0.3701, -0.2892, -0.3495, -0.405, -0.3703, -0.382, -0.3194, -0.3293, -0.3259, -0.2714, -0.3035, -0.3157, -0.3246, -0.3306, -0.3165, -0.3333, -0.3283, -0.3928, -0.4311, -0.4874, -0.4442, -0.4473]}
{"unit_id": "thread:1975640951151300627", "ticker_idx": 1, "ts": "2025-10-07T19:14:43+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it doesn't matter your conclusion is $NBIS $CRWV $CIFR $IREN. If the whole sector wins, and you picked 2nd, 3rd, or 4th, you will do well", "tweet_type": "analysis", "timeline": "months", "summary": "Strong long IREN on AI datacenter thesis; sector-wide bullish on AI datacenter plays including NBIS, CRWV, CIFR as sector winners.", "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": "It may appear that I'm little crazy on the $IREN buy button, but I'm not. Risks come from not knowing what you're doing.\n\nI have worked for 2 CEOs ($1bil+) and multiple top execs and what I learned is a mental framework to make decisions.  You don't see me sharing what other influencers are sharing -- eg financial/price target/convoluted thesis. When I worked for CEOs, and when we have powerpoint product managers who don't even know the metrics or cohesive reason \"why\" they want to build the product, they are promptly kicked out from finishing the first slide. What is my point? You need to know your shit.  I'll give a hint how I considered AI Datacenter and you do the homework.\n\n1. TAM: Do you believe $300B+ Ai datacenter demand in 2026? Do you really believe? Go research. If you don't, do not move to the next step.\n\n2. What is the constraint for revenue expansion? Is it power, is it equipment? Who can get access to them? Research deeper\n\n3. Between these companies, who has the best chance to win the market (team, product, traction, funding, power, customer)?  \n\nAt the end of the day, it doesn't matter your conclusion is $NBIS $CRWV $CIFR $IREN. I don't get stuck on weeds and miss the big picture. 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If the whole sector wins, and you picked 2nd, 3rd, or 4th, you will do well", "tweet_type": "analysis", "timeline": "months", "summary": "Strong long IREN on AI datacenter thesis; sector-wide bullish on AI datacenter plays including NBIS, CRWV, CIFR as sector winners.", "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": "self_thread", "lang": "en", "tweet_text": "It may appear that I'm little crazy on the $IREN buy button, but I'm not. Risks come from not knowing what you're doing.\n\nI have worked for 2 CEOs ($1bil+) and multiple top execs and what I learned is a mental framework to make decisions.  You don't see me sharing what other influencers are sharing -- eg financial/price target/convoluted thesis. 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If the whole sector wins, and you picked 2nd, 3rd, or 4th, you will do well", "tweet_type": "analysis", "timeline": "months", "summary": "Strong long IREN on AI datacenter thesis; sector-wide bullish on AI datacenter plays including NBIS, CRWV, CIFR as sector winners.", "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": "It may appear that I'm little crazy on the $IREN buy button, but I'm not. Risks come from not knowing what you're doing.\n\nI have worked for 2 CEOs ($1bil+) and multiple top execs and what I learned is a mental framework to make decisions.  You don't see me sharing what other influencers are sharing -- eg financial/price target/convoluted thesis. When I worked for CEOs, and when we have powerpoint product managers who don't even know the metrics or cohesive reason \"why\" they want to build the product, they are promptly kicked out from finishing the first slide. What is my point? You need to know your shit.  I'll give a hint how I considered AI Datacenter and you do the homework.\n\n1. TAM: Do you believe $300B+ Ai datacenter demand in 2026? Do you really believe? Go research. If you don't, do not move to the next step.\n\n2. What is the constraint for revenue expansion? Is it power, is it equipment? Who can get access to them? Research deeper\n\n3. Between these companies, who has the best chance to win the market (team, product, traction, funding, power, customer)?  \n\nAt the end of the day, it doesn't matter your conclusion is $NBIS $CRWV $CIFR $IREN. I don't get stuck on weeds and miss the big picture. 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{"unit_id": "quote:1971199754500477376", "ticker_idx": 1, "ts": "2025-09-25T13:06:59+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB 10,000 shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in TSLA, RKLB, HOOD, IREN, and RKT as current holdings in taxable account.", "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'm still tuning the \"perfect\" portfolio. \nThis is only for my \"big\" taxable account.\n\n$TSLA   10,000 shares => currently 2,600 + leaps/csp\n$RKLB   10,000 shares\n$HOOD 10,000 shares\n$IREN    10,000 shares\n$RKT     10,000 shares\n\nDeleted $HIMS shares for small profit, still have leap.", "reply_text": null, "parent_text": null, "quoted_text": "I'm a long term investor. I watch prices but not attached to them from day to day. I don't post updates either. There are many accounts you can follow to get up to date news on X. I usually post when I'm looking at impactful changes to my portfolio. The rest of the time, I'm https://t.co/bjdh6e17x8", "parent_author": null, "ret_m1d": 0.04417751472028897, "ret_signed_m1d": 0.04417751472028897, "alpha_spy_m1d": 0.039542757944251994, "alpha_c_m1d": 0.03736619872831781, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.006811315991971156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007934864638787897, "ret_signed_p1d": -0.007934864638787897, "alpha_spy_p1d": -0.013663898721397172, "alpha_c_p1d": -0.016928440002056733, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.008993575363268835, "ret_p1w": 0.12524126139429104, "ret_signed_p1w": 0.12524126139429104, "alpha_spy_p1w": 0.10826701062494881, "alpha_c_p1w": 0.10553486892145725, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.01970639247283379, "ret_p1m": 0.38451632167640515, "ret_signed_p1m": 0.38451632167640515, "alpha_spy_p1m": 0.3553392096071091, "alpha_c_p1m": 0.3601147126672568, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.02440160900914834, "ret_p3m": 0.655157592478592, "ret_signed_p3m": 0.655157592478592, "alpha_spy_p3m": 0.6066159524261534, "alpha_c_p3m": 0.6134454960031852, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.041712096475406746, "ret_p6m": 0.44177571985740904, "ret_signed_p6m": 0.44177571985740904, "alpha_spy_p6m": 0.4505699648621795, "alpha_c_p6m": 0.3690093803939354, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": 0.07276633946347366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.38451632167640515, "alpha_spy_stated": 0.3553392096071091, "alpha_c_stated": 0.3601147126672568, "price_path": [-0.2329, -0.2638, -0.2348, -0.2353, -0.2353, -0.1662, -0.1692, -0.1606, -0.1615, -0.163, -0.0733, -0.0435, 0.0227, 0.1008, 0.1021, 0.012, 0.0054, 0.054, 0.0322, 0.0172, -0.0326, -0.0609, -0.0041, -0.0152, -0.039, -0.0448, -0.0403, -0.0543, -0.0519, -0.0416, -0.0345, -0.0686, -0.0778, -0.0819, -0.0506, -0.0356, -0.1225, -0.1274, -0.1094, -0.0483, 0.0127, 0.0322, -0.0081, 0.0275, 0.0422, 0.0422, 0.0575, -0.0665, -0.0781, -0.0169, 0.0236, 0.0086, -0.0099, 0.0386, 0.1439, 0.1589, 0.0132, 0.0311, 0.0118, 0.0249, 0.0682, 0.1347, 0.0442, 0.0, -0.0079, 0.0081, 0.0275, 0.0287, 0.1252, 0.2044, 0.2546, 0.3191, 0.4006, 0.4244, 0.3781, 0.403, 0.4589, 0.4855, 0.4368, 0.4212, 0.4443, 0.4025, 0.2988, 0.3633, 0.3845, 0.4072, 0.3671, 0.4188, 0.3065, 0.3506, 0.3155, 0.2132, 0.21, 0.0639, 0.1074, 0.113, 0.0989, 0.0716, -0.0296, -0.0234, -0.0712, -0.0826, -0.0646, -0.1533, -0.1357, -0.0896, -0.0864, -0.1008, -0.1008, -0.0963, -0.1342, -0.1014, -0.041, 0.0588, 0.052, 0.1057, 0.1458, 0.2335, 0.3624, 0.3187, 0.1883, 0.19, 0.1572, 0.285, 0.5123, 0.6631, 0.6552, 0.6552, 0.6552, 0.5151, 0.5038, 0.5108, 0.496, 0.496, 0.6296, 0.6757, 0.8449, 0.8031, 0.7817, 0.8196, 0.8851, 0.8567, 0.9687, 0.9464, 1.0652, 1.0652, 0.9121, 0.8833, 0.8868, 0.9065, 0.7259, 0.8658, 0.8994, 0.8374, 0.7171, 0.5902, 0.7429, 0.5679, 0.4223, 0.5509, 0.6264, 0.5447, 0.493, 0.4156, 0.4463, 0.4463, 0.4988, 0.596, 0.6423, 0.5196, 0.5057, 0.5005, 0.5055, 0.558, 0.4819, 0.522, 0.504, 0.5421, 0.5012, 0.5035, 0.5329, 0.4782, 0.5432, 0.4662, 0.4671, 0.5293, 0.6854, 0.49, 0.5426, 0.4418]}
{"unit_id": "quote:1971199754500477376", "ticker_idx": 2, "ts": "2025-09-25T13:06:59+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 10,000 shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in TSLA, RKLB, HOOD, IREN, and RKT as current holdings in taxable account.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm still tuning the \"perfect\" portfolio. \nThis is only for my \"big\" taxable account.\n\n$TSLA   10,000 shares => currently 2,600 + leaps/csp\n$RKLB   10,000 shares\n$HOOD 10,000 shares\n$IREN    10,000 shares\n$RKT     10,000 shares\n\nDeleted $HIMS shares for small profit, still have leap.", "reply_text": null, "parent_text": null, "quoted_text": "I'm a long term investor. I watch prices but not attached to them from day to day. I don't post updates either. There are many accounts you can follow to get up to date news on X. I usually post when I'm looking at impactful changes to my portfolio. The rest of the time, I'm https://t.co/bjdh6e17x8", "parent_author": null, "ret_m1d": 0.03383613105788075, "ret_signed_m1d": 0.03383613105788075, "alpha_spy_m1d": 0.029201374281843773, "alpha_c_m1d": 0.031217861576729566, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.002618269481151181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007093377380826715, "ret_signed_p1d": -0.007093377380826715, "alpha_spy_p1d": -0.01282241146343599, "alpha_c_p1d": -0.014387169342425898, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.007293791961599183, "ret_p1w": 0.18793310342927128, "ret_signed_p1w": 0.18793310342927128, "alpha_spy_p1w": 0.17095885265992905, "alpha_c_p1w": 0.19017738599324874, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": -0.002244282563977462, "ret_p1m": 0.13974717934787306, "ret_signed_p1m": 0.13974717934787306, "alpha_spy_p1m": 0.11057006727857699, "alpha_c_p1m": 0.14647995482761833, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": -0.006732775479745268, "ret_p3m": -0.01964943850082923, "ret_signed_p3m": -0.01964943850082923, "alpha_spy_p3m": -0.06819107855326778, "alpha_c_p3m": -0.05992867436301896, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04027923586218973, "ret_p6m": -0.4220138727459307, "ret_signed_p6m": -0.4220138727459307, "alpha_spy_p6m": -0.4132196277411603, "alpha_c_p6m": -0.3431198919350197, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.07889398081091104, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13974717934787306, "alpha_spy_stated": 0.11057006727857699, "alpha_c_stated": 0.14647995482761833, "price_path": [-0.2366, -0.2472, -0.2011, -0.2303, -0.2303, -0.238, -0.2559, -0.2292, -0.1953, -0.1982, -0.185, -0.1884, -0.1582, -0.1402, -0.1053, -0.1493, -0.1696, -0.1677, -0.1689, -0.1451, -0.1295, -0.1576, -0.1349, -0.1598, -0.1855, -0.1327, -0.1402, -0.1386, -0.0931, -0.0654, -0.0736, -0.0698, -0.1144, -0.0974, -0.0691, -0.0622, -0.1235, -0.1411, -0.1333, -0.1087, -0.1199, -0.1129, -0.1609, -0.1546, -0.1518, -0.1518, -0.1778, -0.178, -0.1609, -0.1745, -0.0438, -0.0338, -0.0423, -0.04, -0.0621, -0.0638, -0.043, -0.0327, -0.0142, 0.0174, 0.0183, 0.0289, 0.0338, 0.0, -0.0071, 0.1147, 0.1674, 0.1344, 0.1879, 0.2121, 0.1762, 0.1822, 0.2301, 0.243, 0.133, 0.147, 0.1003, 0.0938, 0.0717, 0.0592, 0.1072, 0.0749, 0.0373, 0.0952, 0.1397, 0.1892, 0.1924, 0.1806, 0.1257, 0.1967, 0.1992, 0.1154, 0.1617, 0.0361, 0.0629, 0.1079, 0.0757, 0.0842, -0.0091, -0.0012, -0.0545, -0.0681, -0.0366, -0.134, -0.1252, -0.0626, -0.0577, 0.0453, 0.0453, 0.0476, 0.0048, 0.0269, 0.0896, 0.1177, 0.0758, 0.1124, 0.1065, 0.1061, 0.006, -0.0257, -0.0603, -0.0265, -0.0558, -0.0448, -0.0106, -0.0023, -0.0196, -0.018, -0.018, -0.0369, -0.0426, -0.0587, -0.0779, -0.0779, -0.0607, 0.0048, -0.0077, -0.0463, -0.0592, -0.0602, -0.0418, -0.0196, -0.0243, -0.1003, -0.1134, -0.1134, -0.1375, -0.1364, -0.1337, -0.1277, -0.1276, -0.1419, -0.157, -0.1746, -0.1889, -0.2669, -0.2901, -0.3427, -0.4074, -0.3247, -0.2943, -0.3021, -0.3643, -0.4201, -0.3806, -0.3806, -0.3849, -0.3868, -0.3832, -0.3795, -0.4148, -0.4016, -0.3679, -0.3522, -0.3816, -0.3577, -0.3798, -0.3297, -0.3432, -0.3715, -0.353, -0.3597, -0.3584, -0.3794, -0.4016, -0.386, -0.3693, -0.3893, -0.3954, -0.422]}
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{"unit_id": "quote:1971199754500477376", "ticker_idx": 4, "ts": "2025-09-25T13:06:59+00:00", "symbol": "RKT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKT 10,000 shares", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses ongoing long positions in TSLA, RKLB, HOOD, IREN, and RKT as current holdings in taxable account.", "resolved_tickers": ["RKT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Mortgage Finance", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm still tuning the \"perfect\" portfolio. \nThis is only for my \"big\" taxable account.\n\n$TSLA   10,000 shares => currently 2,600 + leaps/csp\n$RKLB   10,000 shares\n$HOOD 10,000 shares\n$IREN    10,000 shares\n$RKT     10,000 shares\n\nDeleted $HIMS shares for small profit, still have leap.", "reply_text": null, "parent_text": null, "quoted_text": "I'm a long term investor. I watch prices but not attached to them from day to day. I don't post updates either. There are many accounts you can follow to get up to date news on X. I usually post when I'm looking at impactful changes to my portfolio. The rest of the time, I'm https://t.co/bjdh6e17x8", "parent_author": null, "ret_m1d": 0.02834650588734977, "ret_signed_m1d": 0.02834650588734977, "alpha_spy_m1d": 0.023711749111312797, "alpha_c_m1d": 0.023711749111312797, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.0046347567760369746, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02414703465847845, "ret_signed_p1d": 0.02414703465847845, "alpha_spy_p1d": 0.018418000575869176, "alpha_c_p1d": 0.018418000575869176, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.0057290340826092745, "ret_p1w": -0.03569545538375951, "ret_signed_p1w": -0.03569545538375951, "alpha_spy_p1w": -0.052669706153101736, "alpha_c_p1w": -0.052669706153101736, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.016974250769342225, "ret_p1m": -0.06194217559502768, "ret_signed_p1m": -0.06194217559502768, "alpha_spy_p1m": -0.09111928766432376, "alpha_c_p1m": -0.09111928766432376, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.029177112069296074, "ret_p3m": 0.0015748392570611447, "ret_signed_p3m": 0.0015748392570611447, "alpha_spy_p3m": -0.046966800795377406, "alpha_c_p3m": -0.046966800795377406, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04854164005243855, "ret_p6m": -0.28346455825703776, "ret_signed_p6m": -0.28346455825703776, "alpha_spy_p6m": -0.2746703132522673, "alpha_c_p6m": -0.2746703132522673, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.00879424500477044, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06194217559502768, "alpha_spy_stated": -0.09111928766432376, "alpha_c_stated": -0.09111928766432376, "price_path": [-0.2556, -0.2399, -0.2352, -0.2525, -0.2525, -0.2908, -0.2787, -0.2677, -0.2761, -0.2819, -0.2677, -0.3013, -0.2861, -0.2766, -0.2656, -0.2105, -0.1601, -0.1491, -0.2199, -0.2126, -0.2105, -0.2021, -0.2304, -0.2247, -0.1318, -0.1139, -0.0535, -0.0488, -0.0787, -0.1176, -0.1018, -0.0409, 0.0299, -0.0173, -0.0273, -0.064, -0.032, -0.0677, -0.0772, 0.0084, -0.0168, -0.0058, -0.0509, -0.0609, -0.0672, -0.0672, -0.0992, -0.0614, 0.0052, 0.0635, 0.0751, 0.074, 0.0971, 0.1081, 0.1076, 0.1076, 0.0903, 0.1108, 0.1097, 0.0766, 0.0404, 0.0299, 0.0283, 0.0, 0.0241, 0.0572, 0.0173, 0.0283, -0.0357, -0.0656, -0.1108, -0.1454, -0.1486, -0.1465, -0.1396, -0.136, -0.1118, -0.1218, -0.1312, -0.1255, -0.1008, -0.1055, -0.0898, -0.0756, -0.0619, -0.0467, -0.0808, -0.1475, -0.1633, -0.1255, -0.1134, -0.1202, -0.1444, -0.1806, -0.1517, -0.1034, -0.063, -0.0588, -0.0997, -0.105, -0.1381, -0.1092, -0.1192, -0.1512, -0.0845, -0.0488, 0.032, 0.0362, 0.0362, 0.0488, 0.0661, 0.0367, 0.0346, 0.0178, -0.001, -0.0126, -0.0031, 0.01, 0.0163, -0.0178, -0.0446, -0.0436, -0.0467, -0.021, 0.0016, 0.0094, 0.0016, 0.021, 0.021, 0.0189, 0.0168, 0.053, 0.0163, 0.0163, 0.0436, 0.1076, 0.1134, 0.1171, 0.115, 0.2226, 0.2168, 0.1948, 0.19, 0.2304, 0.2199, 0.2199, 0.1575, 0.1139, 0.1286, 0.106, 0.1134, 0.1039, 0.0898, 0.0903, -0.0588, -0.0147, 0.0682, 0.0499, 0.0079, -0.0089, 0.0294, 0.063, -0.0241, -0.0682, -0.0194, -0.0194, -0.0357, -0.0315, -0.0367, -0.0562, -0.1029, -0.0703, -0.0903, -0.0672, -0.0451, -0.1186, -0.1375, -0.127, -0.178, -0.2152, -0.1816, -0.1864, -0.2047, -0.2346, -0.2577, -0.2252, -0.221, -0.253, -0.231, -0.2835]}
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{"unit_id": "orig:1979165911706743233", "ticker_idx": 0, "ts": "2025-10-17T12:41:39+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We could see lower", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bitcoin could see further downside as a leveraged treasury company faces forced liquidation.", "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 predicted Bitcoin treasury company will be forced to liquidate a couple weeks ago on my rant against 3rd rated treasury companies.  We could see lower.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016138683963760503, "ret_signed_m1d": -0.016138683963760503, "alpha_spy_m1d": -0.021782851674108206, "alpha_c_m1d": -0.021782851674108206, "bench_spy_m1d": -0.005644167710347703, "bench_c_m1d": -0.005644167710347703, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03870786330108489, "ret_signed_p1d": -0.03870786330108489, "alpha_spy_p1d": -0.028307363038161615, "alpha_c_p1d": -0.028307363038161615, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": 0.04288745781899861, "ret_signed_p1w": -0.04288745781899861, "alpha_spy_p1w": -0.023531354593734788, "alpha_c_p1w": -0.023531354593734788, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.1350071621573925, "ret_signed_p1m": 0.1350071621573925, "alpha_spy_p1m": 0.13693363013979654, "alpha_c_p1m": 0.13693363013979654, "bench_spy_p1m": 0.0019264679824040343, "bench_c_p1m": 0.0019264679824040343, "ret_p3m": -0.0895901100369485, "ret_signed_p3m": 0.0895901100369485, "alpha_spy_p3m": 0.131748895348774, "alpha_c_p3m": 0.131748895348774, "bench_spy_p3m": 0.042158785311825486, "bench_c_p3m": 0.042158785311825486, "ret_p6m": -0.3004021095875755, "ret_signed_p6m": 0.3004021095875755, "alpha_spy_p6m": 0.33895870173814946, "alpha_c_p6m": 0.33895870173814946, "bench_spy_p6m": 0.03855659215057394, "bench_c_p6m": 0.03855659215057394, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1350071621573925, "alpha_spy_stated": 0.13693363013979654, "alpha_c_stated": 0.13693363013979654, "price_path": [0.1271, 0.1154, 0.1118, 0.1049, 0.1076, 0.1076, 0.1067, 0.0873, 0.0644, 0.0808, 0.0721, 0.0804, 0.1036, 0.096, 0.1152, 0.1287, 0.1585, 0.1117, 0.1027, 0.0919, 0.0598, 0.0733, 0.0559, 0.0977, 0.0343, 0.0501, 0.0447, 0.0571, 0.0183, 0.0261, 0.0445, 0.0494, 0.04, 0.0393, 0.0526, 0.0476, 0.0703, 0.0849, 0.0905, 0.0843, 0.0975, 0.0939, 0.1002, 0.0866, 0.059, 0.0521, 0.0644, 0.0242, 0.0305, 0.0745, 0.0713, 0.1144, 0.1335, 0.1484, 0.1717, 0.1407, 0.1586, 0.1431, 0.0634, 0.0827, 0.0625, 0.0405, 0.0161, 0.0, 0.0387, 0.0189, 0.0115, 0.0338, 0.0429, 0.0719, 0.0609, 0.0337, 0.0173, 0.029, 0.0007, -0.0458, -0.0242, -0.0485, -0.0291, -0.0044, -0.0326, -0.0451, -0.0636, -0.1134, -0.135, -0.127, -0.1409, -0.1863, -0.2008, -0.1709, -0.1796, -0.1498, -0.1426, -0.146, -0.1892, -0.142, -0.1215, -0.1346, -0.1604, -0.1487, -0.1294, -0.1357, -0.1311, -0.1521, -0.1883, -0.1749, -0.1909, -0.1973, -0.1725, -0.1689, -0.179, -0.1771, -0.1806, -0.18, -0.1816, -0.1694, -0.1781, -0.1666, -0.1552, -0.1182, -0.1196, -0.1424, -0.145, -0.1499, -0.1435, -0.1047, -0.0896, -0.1025, -0.1028, -0.1307, -0.1705, -0.1605, -0.1597, -0.1593, -0.1709, -0.1631, -0.1623, -0.2058, -0.2098, -0.2609, -0.2896, -0.3142, -0.4111, -0.3373, -0.3414, -0.3539, -0.3708, -0.378, -0.3533, -0.3534, -0.3661, -0.3761, -0.3711, -0.3613, -0.3931, -0.3981, -0.3617, -0.3664, -0.3812, -0.354, -0.3586, -0.3171, -0.3346, -0.36, -0.3575, -0.3432, -0.3406, -0.3379, -0.3334, -0.2969, -0.3057, -0.3308, -0.3433, -0.3376, -0.3339, -0.3377, -0.3302, -0.3539, -0.3769, -0.3736, -0.3591, -0.3606, -0.3717, -0.3713, -0.3532, -0.3243, -0.332, -0.3259, -0.3145, -0.3004]}
{"unit_id": "reply:1980338231687381370", "ticker_idx": 0, "ts": "2025-10-20T18:20:01+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "General AI like Perplexity, ChatGPT, Apple AI, Windows Copilot are making translation/speech more accessible, eroding DUOL growth potential. DUOL adding AI is a bandage to leakage on all fronts.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish DUOL: general AI erodes growth potential and AI additions are merely patching structural leakage.", "resolved_tickers": ["DUOL"], "resolution_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": "@samirsoriano General AI like Perplexity, ChatGPT, Apple AI, Windows Copilot are making translation/speech more accessible, eroding DUOL growth potential.  DUOL adding AI is a bandage to leakage on all fronts.", "reply_text": null, "parent_text": "@DeepValueBagger Curious how isn't it a quality company? Fundamentally they consistently increase daus, arpu, conversion rates. They attribute growth to the learnings from the ~150 a/b tests they run each quarter. With AI they are adding more content (chess, more languages) at a marginal cost.", "quoted_text": null, "parent_author": "samirsoriano", "ret_m1d": 0.03610135781895685, "ret_signed_m1d": -0.03610135781895685, "alpha_spy_m1d": -0.04639480112209948, "alpha_c_m1d": -0.04639480112209948, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.010293443303142635, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015604432557794201, "ret_signed_p1d": -0.015604432557794201, "alpha_spy_p1d": -0.015619375436577432, "alpha_c_p1d": -0.015619375436577432, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.01918587851890652, "ret_signed_p1w": 0.01918587851890652, "alpha_spy_p1w": 0.03995152962597226, "alpha_c_p1w": 0.03995152962597226, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.43897294540141696, "ret_signed_p1m": 0.43897294540141696, "alpha_spy_p1m": 0.42225910629716834, "alpha_c_p1m": 0.42225910629716834, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.5062194457068074, "ret_signed_p3m": 0.5062194457068074, "alpha_spy_p3m": 0.5404597231639805, "alpha_c_p3m": 0.5404597231639805, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.7075432613710007, "ret_signed_p6m": 0.7075432613710007, "alpha_spy_p6m": 0.7479339543960499, "alpha_c_p6m": 0.7479339543960499, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.040390693025049274, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43897294540141696, "alpha_spy_stated": 0.42225910629716834, "alpha_c_stated": 0.42225910629716834, "price_path": [0.1505, 0.1542, 0.1642, 0.0888, 0.0671, 0.0915, 0.1081, 0.084, 0.1267, 0.0882, 0.0987, 0.2498, 0.1842, 0.0891, 0.0326, 0.0486, 0.0548, 0.0454, 0.1805, 0.0893, 0.0836, 0.1049, 0.0612, 0.0279, 0.0105, 0.0166, 0.0321, -0.0475, -0.0475, -0.0727, -0.0966, -0.128, -0.1329, -0.1325, -0.1255, -0.0858, -0.0108, -0.0154, -0.0883, -0.1023, -0.1073, -0.0737, -0.0698, -0.0108, -0.0423, -0.037, 0.0024, 0.0437, 0.0513, 0.0291, -0.0288, 0.0009, 0.0317, 0.0242, 0.0232, 0.1104, 0.0782, 0.0392, 0.0552, 0.0635, 0.0907, 0.057, 0.0361, 0.0, 0.0156, -0.0165, 0.0023, -0.0023, -0.0192, -0.0603, -0.1278, -0.1596, -0.1346, -0.1528, -0.1621, -0.1685, -0.3805, -0.3566, -0.3835, -0.3768, -0.4034, -0.4035, -0.4082, -0.43, -0.439, -0.4421, -0.4628, -0.4475, -0.4485, -0.438, -0.3975, -0.3975, -0.3879, -0.407, -0.4161, -0.4073, -0.3976, -0.3613, -0.3351, -0.3314, -0.3687, -0.3574, -0.3724, -0.4053, -0.4028, -0.4118, -0.4152, -0.4054, -0.4073, -0.4268, -0.4222, -0.4222, -0.4191, -0.4239, -0.4336, -0.4388, -0.4388, -0.4357, -0.408, -0.4278, -0.4363, -0.444, -0.4351, -0.4828, -0.4698, -0.5003, -0.5062, -0.5198, -0.5198, -0.5249, -0.5306, -0.5085, -0.5012, -0.5154, -0.5329, -0.5434, -0.554, -0.5713, -0.5781, -0.6154, -0.6262, -0.6344, -0.6182, -0.6198, -0.614, -0.6505, -0.6417, -0.64, -0.64, -0.6416, -0.6404, -0.6447, -0.6389, -0.6606, -0.6501, -0.643, -0.6244, -0.677, -0.6776, -0.6751, -0.6925, -0.6753, -0.6741, -0.6789, -0.6956, -0.684, -0.6965, -0.6854, -0.674, -0.6663, -0.6801, -0.6815, -0.6865, -0.681, -0.6877, -0.683, -0.6863, -0.6951, -0.699, -0.6848, -0.6924, -0.6913, -0.6913, -0.6822, -0.6921, -0.7088, -0.7105, -0.7121, -0.7009, -0.7075]}
{"unit_id": "reply:1972456713673650398", "ticker_idx": 0, "ts": "2025-09-29T00:21:41+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll be holding $TLSA $HOOD over multi years", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding HOOD and TSLA for multiple years with intent to trim and rotate into future 10x opportunities.", "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": "reply_other", "lang": "en", "tweet_text": "@mike95129308 most of my $HOOD holding is over a year now. I'll be holding $TLSA $HOOD over multi years. I'll trim them and invest in future 10x https://t.co/O4LJFYLZdV", "reply_text": null, "parent_text": "@DeepValueBagger What if you expanded your hood horizon for at least a year? Then long term tax would be about ~ 15% and you’d have less barrier to sell (granted holding for at least a year)", "quoted_text": null, "parent_author": "mike95129308", "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_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": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "reply:1972456713673650398", "ticker_idx": 1, "ts": "2025-09-29T00:21:41+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'll be holding $TLSA $HOOD over multi years", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding HOOD and TSLA for multiple years with intent to trim and rotate into future 10x opportunities.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@mike95129308 most of my $HOOD holding is over a year now. I'll be holding $TLSA $HOOD over multi years. I'll trim them and invest in future 10x https://t.co/O4LJFYLZdV", "reply_text": null, "parent_text": "@DeepValueBagger What if you expanded your hood horizon for at least a year? Then long term tax would be about ~ 15% and you’d have less barrier to sell (granted holding for at least a year)", "quoted_text": null, "parent_author": "mike95129308", "ret_m1d": -0.006340104268336533, "ret_signed_m1d": -0.006340104268336533, "alpha_spy_m1d": -0.003537533959744099, "alpha_c_m1d": -0.0019789597819148685, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004361144486421664, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0034069849388267404, "ret_signed_p1d": 0.0034069849388267404, "alpha_spy_p1d": -0.00035984981653158776, "alpha_c_p1d": 0.008058927647560221, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004651942708733481, "ret_p1w": 0.02265293819744474, "ret_signed_p1w": 0.02265293819744474, "alpha_spy_p1w": 0.010704460092154422, "alpha_c_p1w": 0.026224955387757598, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.0035720171903128595, "ret_p1m": 0.03912365847385946, "ret_signed_p1m": 0.03912365847385946, "alpha_spy_p1m": 0.0038958763822318776, "alpha_c_p1m": 0.037545276366525604, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.0015783821073338533, "ret_p3m": 0.09519190283345047, "ret_signed_p3m": 0.09519190283345047, "alpha_spy_p3m": 0.051887907594407645, "alpha_c_p3m": 0.07481517855014119, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.020376724283309278, "ret_p6m": -0.13578212097206488, "ret_signed_p6m": -0.13578212097206488, "alpha_spy_p6m": -0.12556512762631478, "alpha_c_p6m": -0.05053648063418803, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08524564033787685, "ret_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": [-0.2878, -0.2885, -0.2885, -0.3368, -0.3281, -0.3324, -0.3009, -0.2926, -0.285, -0.2988, -0.2742, -0.2793, -0.2562, -0.2588, -0.2507, -0.2497, -0.3112, -0.2869, -0.2654, -0.2753, -0.2802, -0.3045, -0.3172, -0.3022, -0.3034, -0.2782, -0.2729, -0.2562, -0.2351, -0.231, -0.2343, -0.2428, -0.2542, -0.2438, -0.257, -0.2692, -0.2777, -0.2328, -0.218, -0.2065, -0.2112, -0.2194, -0.2467, -0.2467, -0.2569, -0.2462, -0.2362, -0.2084, -0.2184, -0.2171, -0.2153, -0.1679, -0.1067, -0.0748, -0.0487, -0.0391, -0.0595, -0.0387, -0.0203, -0.0392, -0.0009, -0.0447, -0.0063, 0.0, 0.0034, 0.0367, -0.0163, -0.0302, 0.0227, -0.0228, -0.0102, -0.0173, -0.0671, -0.0165, -0.0315, -0.0182, -0.0326, -0.0088, 0.0095, -0.0014, -0.0096, 0.013, -0.0214, 0.0208, 0.0391, 0.0413, -0.007, 0.0301, 0.0568, 0.0024, 0.0426, 0.0061, -0.0309, 0.0046, -0.0081, -0.0285, -0.093, -0.0877, -0.0774, -0.0947, -0.0885, -0.1083, -0.1176, -0.0574, -0.0537, -0.0375, -0.0375, -0.0294, -0.0295, -0.0315, 0.008, 0.0255, 0.0266, -0.0082, 0.0044, 0.0186, 0.0083, 0.0355, 0.0724, 0.1053, 0.0543, 0.0906, 0.0857, 0.1027, 0.0956, 0.0952, 0.0952, 0.0722, 0.0371, 0.0253, 0.0147, 0.0147, -0.0116, 0.0191, -0.0231, -0.0266, -0.0167, 0.0041, 0.013, 0.009, -0.009, -0.0105, -0.0129, -0.0129, -0.0541, -0.0266, 0.0139, 0.0132, -0.0181, -0.0278, -0.0265, -0.0601, -0.0289, -0.0483, -0.0479, -0.0839, -0.1038, -0.0724, -0.0584, -0.0406, -0.0337, -0.059, -0.0581, -0.0581, -0.0735, -0.072, -0.0711, -0.0708, -0.0979, -0.0763, -0.0582, -0.0781, -0.0918, -0.09, -0.1146, -0.0841, -0.085, -0.1049, -0.1005, -0.0992, -0.0798, -0.1088, -0.1173, -0.1075, -0.0991, -0.1138, -0.1419, -0.1698, -0.1407, -0.1358]}
{"unit_id": "quote:1985735268742136282", "ticker_idx": 0, "ts": "2025-11-04T15:45:55+00:00", "symbol": "WGMI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Started to add $wgmi this morning in my IRA account.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying WGMI ETF in IRA; concentrated conviction in IREN as top individual pick in AI datacenter/Bitcoin mining space.", "resolved_tickers": ["WGMI"], "resolution_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": "I'm tired of picking winners outside of $iren.\n\nStarted to add $wgmi this morning in my IRA account. https://t.co/UnW0Alsd7o", "reply_text": null, "parent_text": null, "quoted_text": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "parent_author": null, "ret_m1d": 0.05167694265453715, "ret_signed_m1d": 0.05167694265453715, "alpha_spy_m1d": 0.0396812032291205, "alpha_c_m1d": 0.0396812032291205, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0639972923742933, "ret_signed_p1d": 0.0639972923742933, "alpha_spy_p1d": 0.06053181603398006, "alpha_c_p1d": 0.06053181603398006, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": -0.14356604357984937, "ret_signed_p1w": -0.14356604357984937, "alpha_spy_p1w": -0.15505814787333438, "alpha_c_p1w": -0.15505814787333438, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.22193699025992353, "ret_signed_p1m": -0.22193699025992353, "alpha_spy_p1m": -0.23474724057460428, "alpha_c_p1m": -0.23474724057460428, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.22895273045579567, "ret_signed_p3m": -0.22895273045579567, "alpha_spy_p3m": -0.25675719935632624, "alpha_c_p3m": -0.25675719935632624, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.22347703397489316, "ret_signed_p6m": -0.22347703397489316, "alpha_spy_p6m": -0.283295326137771, "alpha_c_p6m": -0.283295326137771, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22193699025992353, "alpha_spy_stated": -0.23474724057460428, "alpha_c_stated": -0.23474724057460428, "price_path": [-0.5659, -0.5729, -0.5712, -0.5652, -0.5637, -0.5385, -0.5431, -0.5159, -0.5448, -0.5334, -0.54, -0.5159, -0.5104, -0.4971, -0.4985, -0.4923, -0.476, -0.476, -0.4586, -0.4747, -0.5009, -0.4961, -0.492, -0.4331, -0.3927, -0.3896, -0.3614, -0.3373, -0.3179, -0.2959, -0.2967, -0.2888, -0.2476, -0.2659, -0.23, -0.2786, -0.3051, -0.2435, -0.243, -0.2288, -0.2045, -0.1754, -0.1052, -0.0866, -0.0524, -0.0149, -0.053, 0.0414, 0.0915, 0.1277, 0.0152, -0.0036, 0.0228, -0.0416, -0.1218, -0.0756, 0.0204, 0.0411, 0.0178, 0.0036, -0.0296, -0.018, 0.0517, 0.0, 0.064, -0.0323, -0.0573, -0.0832, -0.1436, -0.1833, -0.2818, -0.3063, -0.2998, -0.2842, -0.3087, -0.3368, -0.3491, -0.2621, -0.2531, -0.2108, -0.2108, -0.1713, -0.1913, -0.2526, -0.2219, -0.1908, -0.2209, -0.2055, -0.1884, -0.2144, -0.207, -0.2687, -0.351, -0.3436, -0.3753, -0.3585, -0.2967, -0.2782, -0.2897, -0.2846, -0.2846, -0.3198, -0.3263, -0.3451, -0.3451, -0.3451, -0.2805, -0.2136, -0.2302, -0.2588, -0.2385, -0.2296, -0.1867, -0.1638, -0.1626, -0.179, -0.1263, -0.1263, -0.1751, -0.1802, -0.197, -0.1591, -0.2029, -0.129, -0.121, -0.166, -0.229, -0.2396, -0.2248, -0.3106, -0.3972, -0.3082, -0.25, -0.2707, -0.2875, -0.3138, -0.2926, -0.2926, -0.3155, -0.3149, -0.3037, -0.3353, -0.3196, -0.2692, -0.2755, -0.2784, -0.3176, -0.3082, -0.3518, -0.295, -0.3284, -0.3828, -0.3612, -0.3607, -0.334, -0.3504, -0.3451, -0.3078, -0.3133, -0.3309, -0.3309, -0.3552, -0.3258, -0.3349, -0.3104, -0.3655, -0.3978, -0.4468, -0.4042, -0.4035, -0.3881, -0.3881, -0.372, -0.3571, -0.3068, -0.2923, -0.2781, -0.2358, -0.1867, -0.1906, -0.2029, -0.1603, -0.1542, -0.1875, -0.1431, -0.1413, -0.1509, -0.1605, -0.2029, -0.2235]}
{"unit_id": "quote:1985735268742136282", "ticker_idx": 1, "ts": "2025-11-04T15:45:55+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 tired of picking winners outside of $iren.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying WGMI ETF in IRA; concentrated conviction in IREN as top individual pick in AI datacenter/Bitcoin mining space.", "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 tired of picking winners outside of $iren.\n\nStarted to add $wgmi this morning in my IRA account. https://t.co/UnW0Alsd7o", "reply_text": null, "parent_text": null, "quoted_text": "This AI Datacenter/Bitcoin Miner ETF, aptly named $WGMI (We're going to make it) allocation looks great. \n\nI'm so tired of picking winners outside of $IREN. https://t.co/MaqCtwiFZD", "parent_author": null, "ret_m1d": 0.016809286999101225, "ret_signed_m1d": 0.016809286999101225, "alpha_spy_m1d": 0.004813547573684573, "alpha_c_m1d": 0.02195994101415999, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": -0.005150654015058764, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14678083163495415, "ret_signed_p1d": 0.14678083163495415, "alpha_spy_p1d": 0.1433153552946409, "alpha_c_p1d": 0.1433470131858221, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.0034338184491320423, "ret_p1w": -0.13882630296563958, "ret_signed_p1w": -0.13882630296563958, "alpha_spy_p1w": -0.1503184072591246, "alpha_c_p1w": -0.15389686057627117, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.015070557610631585, "ret_p1m": -0.34023711696584813, "ret_signed_p1m": -0.34023711696584813, "alpha_spy_p1m": -0.3530473672805289, "alpha_c_p1m": -0.3617938333815599, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.021556716415711774, "ret_p3m": -0.19345634258284383, "ret_signed_p3m": -0.19345634258284383, "alpha_spy_p3m": -0.2212608114833744, "alpha_c_p3m": -0.21647761372471475, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.023021271141870914, "ret_p6m": -0.35674617473959236, "ret_signed_p6m": -0.35674617473959236, "alpha_spy_p6m": -0.4165644669024702, "alpha_c_p6m": -0.35577866851175444, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": -0.0009675062278379221, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34023711696584813, "alpha_spy_stated": -0.3530473672805289, "alpha_c_stated": -0.3617938333815599, "price_path": [-0.7213, -0.7231, -0.7303, -0.7324, -0.7339, -0.7136, -0.7045, -0.6893, -0.7189, -0.7034, -0.706, -0.6784, -0.653, -0.655, -0.6645, -0.6542, -0.6026, -0.6026, -0.5631, -0.5766, -0.6078, -0.6075, -0.6069, -0.5469, -0.4953, -0.507, -0.4903, -0.4426, -0.4529, -0.4312, -0.4549, -0.4201, -0.3712, -0.3731, -0.2925, -0.3053, -0.3718, -0.3107, -0.2957, -0.2934, -0.2943, -0.2427, -0.1333, -0.0743, -0.0982, -0.0417, -0.103, -0.0374, 0.044, 0.0203, -0.072, -0.0887, -0.1112, -0.1716, -0.2221, -0.1616, -0.056, -0.0246, -0.0632, -0.0932, -0.1262, -0.0882, 0.0168, 0.0, 0.1468, 0.005, -0.0638, -0.097, -0.1388, -0.164, -0.2698, -0.3041, -0.2885, -0.2668, -0.3122, -0.3476, -0.3658, -0.2722, -0.2876, -0.2729, -0.2729, -0.2825, -0.2722, -0.3829, -0.3402, -0.3029, -0.329, -0.3045, -0.297, -0.3408, -0.3405, -0.3977, -0.4675, -0.4508, -0.493, -0.4627, -0.4009, -0.3691, -0.3686, -0.37, -0.37, -0.3952, -0.4085, -0.4252, -0.4331, -0.4331, -0.3591, -0.276, -0.311, -0.3453, -0.3144, -0.3092, -0.2446, -0.2047, -0.2064, -0.2212, -0.1322, -0.1322, -0.1857, -0.1974, -0.2157, -0.1493, -0.2142, -0.0997, -0.0554, -0.1019, -0.1935, -0.2034, -0.1837, -0.3255, -0.4028, -0.3722, -0.3074, -0.3557, -0.3596, -0.3992, -0.3664, -0.3664, -0.3851, -0.3685, -0.3503, -0.4, -0.3643, -0.3179, -0.3392, -0.336, -0.3854, -0.3788, -0.4169, -0.342, -0.3978, -0.4492, -0.4171, -0.4279, -0.37, -0.3791, -0.376, -0.3255, -0.3552, -0.3665, -0.3748, -0.3803, -0.3673, -0.3829, -0.3782, -0.4379, -0.4734, -0.5254, -0.4855, -0.4884, -0.4782, -0.4782, -0.4728, -0.4636, -0.4472, -0.4438, -0.4099, -0.3536, -0.2891, -0.2673, -0.2841, -0.2778, -0.2688, -0.3221, -0.2738, -0.2193, -0.24, -0.2742, -0.333, -0.3567]}
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{"unit_id": "orig:1984037116557275616", "ticker_idx": 0, "ts": "2025-10-30T23:18:04+00:00", "symbol": "AI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't be fool by the ticker who is pitching themselves in the AI crazy. fake ai, hype.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all four: AI (fake AI hype), PYPL (poor governance), ENPH (weak demand/no incentives), DUOL (core business eroded by LLMs).", "resolved_tickers": ["AI"], "resolution_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": "Four stocks I would never own.\n\n1. $AI - Don't be fool by the ticker who is pitching themselves in the AI crazy. fake ai, hype.\n\n2. $PYPL - poor governance, lack of vision and execution\n\n3. $ENPH - ok product, struggling middle class / low demand, no solar incentives\n\n4. $DUOL - bleeding core business as translation/communication is more accessible via LLM, and startups powered by LLM (including tech giants like Apple live translate). But.....but.. $DUOL has multiple use cases. So does general AI and they're even better. checkmate!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0312855085009921, "ret_signed_m1d": 0.0312855085009921, "alpha_spy_m1d": 0.02801601109102847, "alpha_c_m1d": 0.02801601109102847, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025028471898016935, "ret_signed_p1d": 0.025028471898016935, "alpha_spy_p1d": 0.026905211773478932, "alpha_c_p1d": 0.026905211773478932, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.11717858218898747, "ret_signed_p1w": 0.11717858218898747, "alpha_spy_p1w": 0.10091897709295294, "alpha_c_p1w": 0.10091897709295294, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.19852103448601344, "ret_signed_p1m": 0.19852103448601344, "alpha_spy_p1m": 0.19589666640823988, "alpha_c_p1m": 0.19589666640823988, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": -0.2531285454253306, "ret_signed_p3m": 0.2531285454253306, "alpha_spy_p3m": 0.2757290049198252, "alpha_c_p3m": 0.2757290049198252, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": -0.5, "ret_signed_p6m": 0.5, "alpha_spy_p6m": 0.5545145113046057, "alpha_c_p6m": 0.5545145113046057, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19852103448601344, "alpha_spy_stated": 0.19589666640823988, "alpha_c_stated": 0.19589666640823988, "price_path": [0.3248, 0.3225, 0.289, 0.2588, -0.0631, -0.0381, 0.058, 0.0216, 0.0154, 0.0353, -0.0114, -0.0364, -0.041, -0.0046, -0.0279, -0.0381, -0.0154, -0.0154, -0.0381, -0.0381, -0.0432, -0.0512, -0.1206, -0.1115, -0.1047, -0.1047, -0.1121, -0.0671, -0.0654, -0.0028, -0.0046, -0.0193, 0.025, 0.0182, 0.0529, 0.0307, 0.0319, -0.0171, -0.025, -0.0148, -0.0137, -0.0046, 0.0375, 0.0899, 0.1183, 0.0876, 0.0882, 0.0762, 0.0188, 0.1018, 0.0802, 0.0961, 0.0273, 0.0074, 0.0478, 0.037, -0.0011, 0.021, 0.0154, 0.0444, 0.0296, -0.0017, -0.0313, 0.0, -0.025, -0.1024, -0.0859, -0.1365, -0.1172, -0.0853, -0.1291, -0.1564, -0.198, -0.1997, -0.2355, -0.2184, -0.2298, -0.2691, -0.2247, -0.2309, -0.1934, -0.1945, -0.1945, -0.178, -0.1985, -0.1826, -0.1462, -0.1286, -0.1422, -0.1206, -0.0882, -0.1001, -0.0944, -0.1314, -0.1667, -0.1758, -0.2008, -0.2167, -0.1786, -0.1684, -0.2025, -0.2014, -0.2014, -0.2042, -0.2065, -0.2139, -0.2332, -0.2332, -0.2179, -0.2093, -0.1951, -0.223, -0.2133, -0.2025, -0.1951, -0.2287, -0.2088, -0.2304, -0.2582, -0.2582, -0.2895, -0.2821, -0.2622, -0.2782, -0.2645, -0.2833, -0.2531, -0.3026, -0.3737, -0.3788, -0.3885, -0.368, -0.4226, -0.3373, -0.3379, -0.347, -0.3834, -0.4096, -0.3868, -0.3868, -0.4084, -0.397, -0.3914, -0.4096, -0.4431, -0.4243, -0.4135, -0.5222, -0.5478, -0.508, -0.4824, -0.4716, -0.4659, -0.4772, -0.4727, -0.4903, -0.4733, -0.4954, -0.4932, -0.4994, -0.4989, -0.5102, -0.5068, -0.5182, -0.504, -0.5284, -0.529, -0.5273, -0.5586, -0.5569, -0.521, -0.5182, -0.5085, -0.5085, -0.5011, -0.5034, -0.5006, -0.5119, -0.529, -0.5182, -0.5222, -0.4585, -0.4699, -0.4744, -0.4664, -0.4767, -0.4659, -0.5142, -0.5085, -0.5]}
{"unit_id": "orig:1984037116557275616", "ticker_idx": 1, "ts": "2025-10-30T23:18:04+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "poor governance, lack of vision and execution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all four: AI (fake AI hype), PYPL (poor governance), ENPH (weak demand/no incentives), DUOL (core business eroded by LLMs).", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "original", "lang": "en", "tweet_text": "Four stocks I would never own.\n\n1. $AI - Don't be fool by the ticker who is pitching themselves in the AI crazy. fake ai, hype.\n\n2. $PYPL - poor governance, lack of vision and execution\n\n3. $ENPH - ok product, struggling middle class / low demand, no solar incentives\n\n4. $DUOL - bleeding core business as translation/communication is more accessible via LLM, and startups powered by LLM (including tech giants like Apple live translate). But.....but.. $DUOL has multiple use cases. So does general AI and they're even better. checkmate!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01934454425483323, "ret_signed_m1d": 0.01934454425483323, "alpha_spy_m1d": 0.0160750468448696, "alpha_c_m1d": 0.016671353066034733, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.002673191188798496, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013425798939520672, "ret_signed_p1d": 0.013425798939520672, "alpha_spy_p1d": 0.015302538814982669, "alpha_c_p1d": 0.009225017265003133, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": -0.00420078167451754, "ret_p1w": -0.044030590349213417, "ret_signed_p1w": 0.044030590349213417, "alpha_spy_p1w": 0.027770985253178893, "alpha_c_p1w": 0.05185957453361245, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": 0.007828984184399035, "ret_p1m": -0.0944900688237309, "ret_signed_p1m": 0.0944900688237309, "alpha_spy_p1m": 0.09186570074595735, "alpha_c_p1m": 0.10441951757435675, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": 0.009929448750625847, "ret_p3m": -0.2174819786386586, "ret_signed_p3m": 0.2174819786386586, "alpha_spy_p3m": 0.24008243813315322, "alpha_c_p3m": 0.2328573438735333, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.015375365234874705, "ret_p6m": -0.27766577669409465, "ret_signed_p6m": 0.27766577669409465, "alpha_spy_p6m": 0.33218028799870036, "alpha_c_p6m": 0.2755336086716751, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": -0.002132168022419556, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0944900688237309, "alpha_spy_stated": 0.09186570074595735, "alpha_c_stated": 0.10441951757435675, "price_path": [-0.0208, 0.0022, -0.0152, -0.0234, -0.0316, -0.0188, 0.0196, 0.0016, -0.0006, 0.0038, -0.0032, -0.0172, -0.0248, 0.0091, 0.003, 0.0131, 0.0055, 0.0114, 0.0133, 0.0133, -0.0003, 0.0053, -0.0117, -0.0146, -0.0126, -0.023, -0.0524, -0.0289, -0.0344, -0.0312, -0.0349, -0.0094, -0.0108, -0.0152, -0.023, -0.0283, -0.0204, -0.0365, -0.0284, 0.0059, -0.0319, -0.0377, -0.0049, -0.0003, 0.0292, 0.0771, 0.099, 0.0935, 0.0082, -0.0059, -0.0017, -0.0186, -0.0465, -0.0269, -0.001, 0.0113, -0.0173, 0.0056, 0.0072, 0.0141, 0.0541, 0.0059, -0.0193, 0.0, -0.0134, -0.0461, -0.0175, -0.0435, -0.044, -0.0436, -0.027, -0.0299, -0.0569, -0.0933, -0.1065, -0.1237, -0.1302, -0.1592, -0.1236, -0.1237, -0.1142, -0.1053, -0.1053, -0.0929, -0.0945, -0.0899, -0.1139, -0.1068, -0.0988, -0.1156, -0.1205, -0.115, -0.1074, -0.1078, -0.1211, -0.1126, -0.1292, -0.1399, -0.1346, -0.1338, -0.1404, -0.1312, -0.1312, -0.1323, -0.1392, -0.1448, -0.1553, -0.1553, -0.1587, -0.1421, -0.1346, -0.1534, -0.1569, -0.1657, -0.171, -0.1816, -0.1657, -0.179, -0.1768, -0.1768, -0.203, -0.1913, -0.1731, -0.1807, -0.181, -0.1968, -0.2175, -0.2315, -0.2376, -0.2428, -0.3966, -0.4063, -0.4227, -0.4151, -0.4046, -0.3997, -0.4146, -0.4345, -0.417, -0.417, -0.4095, -0.4002, -0.3962, -0.3973, -0.3626, -0.3196, -0.3153, -0.3412, -0.3314, -0.3398, -0.3289, -0.3215, -0.3086, -0.3183, -0.3301, -0.3466, -0.3386, -0.3562, -0.3483, -0.3408, -0.3305, -0.3528, -0.3587, -0.3613, -0.3398, -0.3584, -0.3491, -0.344, -0.3674, -0.3517, -0.3436, -0.3523, -0.342, -0.342, -0.3399, -0.3488, -0.3346, -0.3327, -0.3434, -0.3105, -0.3038, -0.2806, -0.2771, -0.2626, -0.2531, -0.2616, -0.2566, -0.278, -0.2674, -0.2777]}
{"unit_id": "orig:1984037116557275616", "ticker_idx": 2, "ts": "2025-10-30T23:18:04+00:00", "symbol": "ENPH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ok product, struggling middle class / low demand, no solar incentives", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all four: AI (fake AI hype), PYPL (poor governance), ENPH (weak demand/no incentives), DUOL (core business eroded by LLMs).", "resolved_tickers": ["ENPH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "original", "lang": "en", "tweet_text": "Four stocks I would never own.\n\n1. $AI - Don't be fool by the ticker who is pitching themselves in the AI crazy. fake ai, hype.\n\n2. $PYPL - poor governance, lack of vision and execution\n\n3. $ENPH - ok product, struggling middle class / low demand, no solar incentives\n\n4. $DUOL - bleeding core business as translation/communication is more accessible via LLM, and startups powered by LLM (including tech giants like Apple live translate). But.....but.. $DUOL has multiple use cases. So does general AI and they're even better. checkmate!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012454967724172983, "ret_signed_m1d": 0.012454967724172983, "alpha_spy_m1d": 0.009185470314209354, "alpha_c_m1d": 0.009185470314209354, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03277613872494711, "ret_signed_p1d": 0.03277613872494711, "alpha_spy_p1d": 0.03465287860040911, "alpha_c_p1d": 0.03465287860040911, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.009505110237685854, "ret_signed_p1w": 0.009505110237685854, "alpha_spy_p1w": -0.00675449485834867, "alpha_c_p1w": -0.00675449485834867, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.06325795774163168, "ret_signed_p1m": 0.06325795774163168, "alpha_spy_p1m": 0.06063358966385812, "alpha_c_p1m": 0.06063358966385812, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": 0.3264503742085456, "ret_signed_p3m": -0.3264503742085456, "alpha_spy_p3m": -0.303849914714051, "alpha_c_p3m": -0.303849914714051, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": 0.15503118368079782, "ret_signed_p6m": -0.15503118368079782, "alpha_spy_p6m": -0.1005166723761921, "alpha_c_p6m": -0.1005166723761921, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06325795774163168, "alpha_spy_stated": 0.06063358966385812, "alpha_c_stated": 0.06063358966385812, "price_path": [0.0459, -0.0131, 0.042, 0.0633, 0.0675, 0.1, 0.1216, 0.056, 0.1419, 0.1724, 0.1875, 0.1695, 0.1334, 0.2514, 0.253, 0.2442, 0.2311, 0.2317, 0.2357, 0.2357, 0.2121, 0.2153, 0.197, 0.2996, 0.272, 0.2435, 0.2167, 0.2232, 0.2334, 0.2448, 0.2779, 0.2691, 0.2599, 0.2593, 0.3274, 0.2245, 0.2452, 0.2153, 0.1963, 0.1826, 0.1599, 0.213, 0.237, 0.2062, 0.218, 0.1888, 0.1809, 0.2032, 0.1232, 0.1413, 0.1944, 0.2304, 0.2311, 0.1983, 0.2317, 0.2157, 0.1826, 0.1681, 0.1875, 0.2065, 0.2029, 0.0206, -0.0125, 0.0, -0.0328, -0.0492, 0.0554, 0.0216, -0.0095, 0.0764, 0.0108, 0.0066, -0.0524, -0.06, -0.0977, -0.0954, -0.1186, -0.1439, -0.1173, -0.1223, -0.0918, -0.0882, -0.0882, -0.0544, -0.0633, -0.0456, -0.0367, 0.0082, 0.0243, 0.0239, 0.0341, 0.0747, 0.0819, 0.0547, 0.0282, 0.0442, 0.0361, 0.0803, 0.0898, 0.098, 0.056, 0.0767, 0.0767, 0.0816, 0.0859, 0.0551, 0.0505, 0.0505, 0.1062, 0.1144, 0.139, 0.137, 0.1613, 0.1544, 0.2022, 0.1921, 0.1842, 0.159, 0.1465, 0.1465, 0.1314, 0.179, 0.3268, 0.2933, 0.292, 0.3088, 0.3265, 0.2537, 0.2121, 0.1953, 0.2219, 0.6935, 0.5493, 0.6323, 0.6486, 0.647, 0.5808, 0.4467, 0.4254, 0.4254, 0.4959, 0.509, 0.4503, 0.5261, 0.5536, 0.6303, 0.5893, 0.5002, 0.3854, 0.4654, 0.4159, 0.3982, 0.3487, 0.3186, 0.3392, 0.4287, 0.4205, 0.3963, 0.4444, 0.5041, 0.4651, 0.4186, 0.4631, 0.4458, 0.336, 0.3428, 0.394, 0.3169, 0.2402, 0.1681, 0.2393, 0.2547, 0.1445, 0.1445, 0.1026, 0.0501, 0.0672, 0.0246, 0.0223, 0.0282, 0.0488, 0.0547, 0.0475, 0.0646, 0.1105, 0.1019, 0.159, 0.1852, 0.1724, 0.155]}
{"unit_id": "orig:1984037116557275616", "ticker_idx": 3, "ts": "2025-10-30T23:18:04+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "bleeding core business as translation/communication is more accessible via LLM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid all four: AI (fake AI hype), PYPL (poor governance), ENPH (weak demand/no incentives), DUOL (core business eroded by LLMs).", "resolved_tickers": ["DUOL"], "resolution_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": "Four stocks I would never own.\n\n1. $AI - Don't be fool by the ticker who is pitching themselves in the AI crazy. fake ai, hype.\n\n2. $PYPL - poor governance, lack of vision and execution\n\n3. $ENPH - ok product, struggling middle class / low demand, no solar incentives\n\n4. $DUOL - bleeding core business as translation/communication is more accessible via LLM, and startups powered by LLM (including tech giants like Apple live translate). But.....but.. $DUOL has multiple use cases. So does general AI and they're even better. checkmate!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028894497860477042, "ret_signed_m1d": 0.028894497860477042, "alpha_spy_m1d": 0.025625000450513413, "alpha_c_m1d": 0.025625000450513413, "bench_spy_m1d": -0.0032694974099636287, "bench_c_m1d": -0.0032694974099636287, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021098217793379836, "ret_signed_p1d": 0.021098217793379836, "alpha_spy_p1d": 0.022974957668841833, "alpha_c_p1d": 0.022974957668841833, "bench_spy_p1d": 0.0018767398754619968, "bench_c_p1d": 0.0018767398754619968, "ret_p1w": -0.25654006863973966, "ret_signed_p1w": 0.25654006863973966, "alpha_spy_p1w": 0.24028046354370514, "alpha_c_p1w": 0.24028046354370514, "bench_spy_p1w": -0.016259605096034524, "bench_c_p1w": -0.016259605096034524, "ret_p1m": -0.31477243973274793, "ret_signed_p1m": 0.31477243973274793, "alpha_spy_p1m": 0.3121480716549744, "alpha_c_p1m": 0.3121480716549744, "bench_spy_p1m": -0.0026243680777735534, "bench_c_p1m": -0.0026243680777735534, "ret_p3m": -0.47236182632765666, "ret_signed_p3m": 0.47236182632765666, "alpha_spy_p3m": 0.4949622858221513, "alpha_c_p3m": 0.4949622858221513, "bench_spy_p3m": 0.02260045949449463, "bench_c_p3m": 0.02260045949449463, "ret_p6m": -0.6183121583630382, "ret_signed_p6m": 0.6183121583630382, "alpha_spy_p6m": 0.6728266696676439, "alpha_c_p6m": 0.6728266696676439, "bench_spy_p6m": 0.05451451130460572, "bench_c_p6m": 0.05451451130460572, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31477243973274793, "alpha_spy_stated": 0.3121480716549744, "alpha_c_stated": 0.3121480716549744, "price_path": [0.2574, 0.2696, 0.4441, 0.3684, 0.2585, 0.1932, 0.2117, 0.2189, 0.208, 0.3641, 0.2587, 0.2521, 0.2767, 0.2262, 0.1877, 0.1677, 0.1747, 0.1927, 0.1006, 0.1006, 0.0715, 0.0439, 0.0076, 0.002, 0.0024, 0.0105, 0.0564, 0.143, 0.1377, 0.0535, 0.0373, 0.0315, 0.0703, 0.0749, 0.143, 0.1066, 0.1128, 0.1583, 0.206, 0.2148, 0.1892, 0.1222, 0.1565, 0.1921, 0.1835, 0.1823, 0.2831, 0.2459, 0.2009, 0.2193, 0.2289, 0.2603, 0.2214, 0.1972, 0.1555, 0.1736, 0.1365, 0.1582, 0.1528, 0.1334, 0.0859, 0.0078, -0.0289, 0.0, -0.0211, -0.0318, -0.0392, -0.2841, -0.2565, -0.2876, -0.2799, -0.3106, -0.3107, -0.3162, -0.3413, -0.3517, -0.3553, -0.3792, -0.3616, -0.3627, -0.3506, -0.3038, -0.3038, -0.2928, -0.3148, -0.3253, -0.3152, -0.3039, -0.2619, -0.2317, -0.2275, -0.2705, -0.2575, -0.2748, -0.3129, -0.3099, -0.3203, -0.3242, -0.3129, -0.3151, -0.3376, -0.3324, -0.3324, -0.3288, -0.3343, -0.3455, -0.3515, -0.3515, -0.3479, -0.3159, -0.3388, -0.3486, -0.3576, -0.3473, -0.4024, -0.3874, -0.4226, -0.4294, -0.4452, -0.4452, -0.451, -0.4575, -0.4321, -0.4237, -0.44, -0.4602, -0.4724, -0.4847, -0.5047, -0.5125, -0.5556, -0.5681, -0.5775, -0.5588, -0.5606, -0.554, -0.5961, -0.586, -0.5841, -0.5841, -0.5859, -0.5845, -0.5895, -0.5827, -0.6078, -0.5957, -0.5875, -0.566, -0.6268, -0.6275, -0.6246, -0.6447, -0.6248, -0.6234, -0.629, -0.6483, -0.6349, -0.6493, -0.6365, -0.6233, -0.6144, -0.6303, -0.632, -0.6377, -0.6314, -0.6391, -0.6338, -0.6375, -0.6477, -0.6522, -0.6358, -0.6446, -0.6433, -0.6433, -0.6328, -0.6442, -0.6635, -0.6655, -0.6673, -0.6544, -0.6621, -0.635, -0.6178, -0.6286, -0.6126, -0.6208, -0.6101, -0.6294, -0.6178, -0.6183]}
{"unit_id": "reply:1974216167490257229", "ticker_idx": 0, "ts": "2025-10-03T20:53:08+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's wishful thinking $PYPL magically goes up. Typically buybacks happens in bear market when everything priced down. Fact $PYPL underperform in a bullmarket says a lot.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PYPL: high debt, slow growth, underperforms in bull market; buyback optimism is wishful thinking.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "You believe Paypal price will go up therefore you must do buy backs now.  I believe the price will go sideway, you don't need to rush doing buybacks.\n\n1. A low debt, large cash base like $AAPL growing revenue. Very good.\n\n2. High debt, slow growth $PYPL. Bad.\n\nI think it's wishful thinking $PYPL magically goes up.  Typically buybacks happens in bear market when everything priced down. Fact $PYPL underperform in a bullmarket says a lot.", "reply_text": null, "parent_text": "@DeepValueBagger Oh, it took me a few replies to understand, you are just trolling. Sorry for disturbing your thread. I get it now, you are just pretending, right? A bit difficult in text at times", "quoted_text": null, "parent_author": "em013L", "ret_m1d": -0.02861550754094422, "ret_signed_m1d": 0.02861550754094422, "alpha_spy_m1d": 0.02504205096163048, "alpha_c_m1d": 0.02898796456008723, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": 0.0003724570191430132, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04657037813368525, "ret_signed_p1d": -0.04657037813368525, "alpha_spy_p1d": -0.050277892023003035, "alpha_c_p1d": -0.0452668504695839, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.001303527664101356, "ret_p1w": -0.03408620976084242, "ret_signed_p1w": 0.03408620976084242, "alpha_spy_p1w": 0.021325841463352813, "alpha_c_p1w": 0.014719379503095653, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01936683025774677, "ret_p1m": -0.07308169470437531, "ret_signed_p1m": 0.07308169470437531, "alpha_spy_p1m": 0.0784866875190684, "alpha_c_p1m": 0.04924552402271065, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.02383617068166466, "ret_p3m": -0.1791982053333302, "ret_signed_p3m": 0.1791982053333302, "alpha_spy_p3m": 0.1975496706127159, "alpha_c_p3m": 0.20268837926284877, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.023490173929518576, "ret_p6m": -0.3621570866589241, "ret_signed_p6m": 0.3621570866589241, "alpha_spy_p6m": 0.3360006086990729, "alpha_c_p6m": 0.289479577274697, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.07267750938422712, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07308169470437531, "alpha_spy_stated": 0.0784866875190684, "alpha_c_stated": 0.04924552402271065, "price_path": [0.0497, 0.0619, 0.001, 0.0365, 0.0234, 0.0236, 0.036, 0.0404, 0.0495, 0.0661, 0.0753, 0.0916, 0.0938, 0.0972, 0.0022, -0.0222, -0.0355, -0.0586, -0.046, -0.0485, -0.0262, -0.0431, -0.0511, -0.0591, -0.0466, -0.0093, -0.0268, -0.0289, -0.0247, -0.0314, -0.045, -0.0525, -0.0195, -0.0254, -0.0156, -0.023, -0.0173, -0.0154, -0.0154, -0.0286, -0.0231, -0.0397, -0.0425, -0.0405, -0.0506, -0.0793, -0.0564, -0.0617, -0.0586, -0.0623, -0.0375, -0.0389, -0.0431, -0.0506, -0.0558, -0.0481, -0.0638, -0.056, -0.0226, -0.0593, -0.0649, -0.0331, -0.0286, 0.0, 0.0466, 0.0679, 0.0626, -0.0203, -0.0341, -0.03, -0.0464, -0.0735, -0.0544, -0.0293, -0.0174, -0.0452, -0.0229, -0.0213, -0.0146, 0.0243, -0.0226, -0.0471, -0.0283, -0.0414, -0.0731, -0.0453, -0.0706, -0.0711, -0.0707, -0.0546, -0.0574, -0.0836, -0.119, -0.1319, -0.1485, -0.1549, -0.1831, -0.1484, -0.1485, -0.1393, -0.1307, -0.1307, -0.1186, -0.1201, -0.1156, -0.139, -0.1321, -0.1244, -0.1407, -0.1455, -0.1401, -0.1327, -0.1331, -0.146, -0.1377, -0.1539, -0.1643, -0.1591, -0.1584, -0.1647, -0.1559, -0.1559, -0.1568, -0.1636, -0.1691, -0.1792, -0.1792, -0.1826, -0.1664, -0.1591, -0.1774, -0.1807, -0.1893, -0.1945, -0.2048, -0.1893, -0.2023, -0.2001, -0.2001, -0.2256, -0.2142, -0.1965, -0.2039, -0.2042, -0.2195, -0.2397, -0.2533, -0.2592, -0.2643, -0.4137, -0.4231, -0.439, -0.4317, -0.4214, -0.4167, -0.4311, -0.4505, -0.4335, -0.4335, -0.4262, -0.4172, -0.4133, -0.4144, -0.3807, -0.3389, -0.3347, -0.3599, -0.3503, -0.3585, -0.3479, -0.3407, -0.3282, -0.3376, -0.349, -0.3651, -0.3574, -0.3744, -0.3668, -0.3595, -0.3495, -0.3712, -0.3768, -0.3794, -0.3585, -0.3765, -0.3675, -0.3626, -0.3853, -0.3701, -0.3622]}
{"unit_id": "quote:1978155957118005430", "ticker_idx": 0, "ts": "2025-10-14T17:48:27+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought 2000 more $iren shares because why not?", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added 2000 more shares of IREN; ongoing long 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": "quote", "lang": "en", "tweet_text": "I kicked myself for buying 2000 shares at $64 and 1000 shares at $61 until this happenned.\n\nOnly for the brave. $iren https://t.co/P5MlAD47sX", "reply_text": null, "parent_text": null, "quoted_text": "Bought 2000 more $iren shares because why not?", "parent_author": null, "ret_m1d": -0.0779183202871706, "ret_signed_m1d": -0.0779183202871706, "alpha_spy_m1d": -0.07914146081990314, "alpha_c_m1d": -0.06702425057942629, "bench_spy_m1d": 0.0012231405327325362, "bench_c_m1d": -0.010894069707744314, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022714121005097065, "ret_signed_p1d": -0.022714121005097065, "alpha_spy_p1d": -0.027153650914702454, "alpha_c_p1d": -0.022714121005097065, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.0, "ret_p1w": -0.20651233996477936, "ret_signed_p1w": -0.20651233996477936, "alpha_spy_p1w": -0.2201933554706551, "alpha_c_p1w": -0.1969330605197399, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": -0.009579279445039446, "ret_p1m": -0.19925240486070106, "ret_signed_p1m": -0.19925240486070106, "alpha_spy_p1m": -0.23118992191329857, "alpha_c_p1m": -0.20732891145376253, "bench_spy_p1m": 0.03193751705259751, "bench_c_p1m": 0.008076506593061472, "ret_p3m": -0.3382691145076079, "ret_signed_p3m": -0.3382691145076079, "alpha_spy_p3m": -0.3894460504002496, "alpha_c_p3m": -0.3886969670871939, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05042785257958604, "ret_p6m": -0.47052899477129806, "ret_signed_p6m": -0.47052899477129806, "alpha_spy_p6m": -0.49715000446349267, "alpha_c_p6m": -0.4405337327738279, "bench_spy_p6m": 0.026621009692194608, "bench_c_p6m": -0.029995261997470157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19925240486070106, "alpha_spy_stated": -0.23118992191329857, "alpha_c_stated": -0.20732891145376253, "price_path": [-0.7405, -0.7421, -0.7391, -0.7327, -0.727, -0.7392, -0.7453, -0.7616, -0.773, -0.768, -0.7684, -0.7786, -0.7631, -0.7635, -0.7366, -0.733, -0.7348, -0.7417, -0.7437, -0.7451, -0.7257, -0.7169, -0.7023, -0.7307, -0.7159, -0.7184, -0.6919, -0.6676, -0.6695, -0.6786, -0.6688, -0.6193, -0.6193, -0.5815, -0.5945, -0.6244, -0.6241, -0.6235, -0.566, -0.5165, -0.5277, -0.5118, -0.4661, -0.476, -0.4551, -0.4779, -0.4445, -0.3976, -0.3995, -0.3223, -0.3345, -0.3982, -0.3397, -0.3253, -0.3232, -0.324, -0.2746, -0.1698, -0.1133, -0.1361, -0.0821, -0.1407, -0.0779, 0.0, -0.0227, -0.1111, -0.1271, -0.1486, -0.2065, -0.2549, -0.197, -0.0957, -0.0657, -0.1026, -0.1314, -0.163, -0.1267, -0.026, -0.0421, 0.0985, -0.0374, -0.1032, -0.135, -0.1751, -0.1993, -0.3006, -0.3334, -0.3184, -0.2977, -0.3411, -0.3751, -0.3925, -0.3029, -0.3176, -0.3035, -0.3035, -0.3127, -0.3029, -0.4089, -0.368, -0.3322, -0.3572, -0.3338, -0.3266, -0.3686, -0.3683, -0.4231, -0.4899, -0.474, -0.5144, -0.4853, -0.4261, -0.3956, -0.3952, -0.3965, -0.3965, -0.4206, -0.4334, -0.4494, -0.457, -0.457, -0.3861, -0.3065, -0.34, -0.3728, -0.3433, -0.3383, -0.2765, -0.2382, -0.2398, -0.254, -0.1688, -0.1688, -0.22, -0.2312, -0.2487, -0.1852, -0.2473, -0.1376, -0.0952, -0.1397, -0.2274, -0.2369, -0.2181, -0.3539, -0.428, -0.3986, -0.3365, -0.3828, -0.3866, -0.4245, -0.393, -0.393, -0.411, -0.3951, -0.3777, -0.4252, -0.391, -0.3466, -0.367, -0.364, -0.4113, -0.405, -0.4415, -0.3698, -0.4232, -0.4724, -0.4416, -0.452, -0.3965, -0.4053, -0.4022, -0.3539, -0.3824, -0.3932, -0.4011, -0.4064, -0.3939, -0.4089, -0.4044, -0.4616, -0.4955, -0.5454, -0.5072, -0.5099, -0.5001, -0.5001, -0.495, -0.4862, -0.4705]}
{"unit_id": "reply:1984822698837495941", "ticker_idx": 0, "ts": "2025-11-02T03:19:42+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 is becoming my favorite as the new product coming online in Q1 2026", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish SNDK on new product launch coming online in Q1 2026.", "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": "reply_other", "lang": "en", "tweet_text": "@RJCcapital $SNDK is becoming my favorite as the new product coming online in Q1 2026", "reply_text": null, "parent_text": "@DeepValueBagger Have been in $SNDK and $WDC. SK Hynix is my favorite. Writing a Substack on this exact topic soon. Will plan on covering $SNDK $MU $WDC $SKHYNIX", "quoted_text": null, "parent_author": "RJCcapital", "ret_m1d": -0.03709962262487587, "ret_signed_m1d": -0.03709962262487587, "alpha_spy_m1d": -0.035226398304192164, "alpha_c_m1d": -0.03302553607230452, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.004074086552571354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.060093654957352305, "ret_signed_p1d": -0.060093654957352305, "alpha_spy_p1d": -0.048240107597333215, "alpha_c_p1d": -0.033695002959805764, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.02639865199754654, "ret_p1w": 0.2943820072329064, "ret_signed_p1w": 0.2943820072329064, "alpha_spy_p1w": 0.2971624845250598, "alpha_c_p1w": 0.3155141620518488, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.021132154818942372, "ret_p1m": -0.008018880476157397, "ret_signed_p1m": -0.008018880476157397, "alpha_spy_p1m": -0.005370159298482835, "alpha_c_p1m": 0.033748574487254324, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.04176745496341172, "ret_p3m": 1.605188165323872, "ret_signed_p3m": 1.605188165323872, "alpha_spy_p3m": 1.586528689677184, "alpha_c_p3m": 1.6307735425335865, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": -0.025585377209714433, "ret_p6m": 3.8420366271389748, "ret_signed_p6m": 3.8420366271389748, "alpha_spy_p6m": 3.7946191055210203, "alpha_c_p6m": 3.793472533088931, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.04856409405004358, "ret_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": 1.605188165323872, "alpha_spy_stated": 1.586528689677184, "alpha_c_stated": 1.6307735425335865, "price_path": [-0.7966, -0.8034, -0.7858, -0.7905, -0.7738, -0.7729, -0.7745, -0.7848, -0.7801, -0.7846, -0.7855, -0.7802, -0.776, -0.774, -0.7713, -0.766, -0.7543, -0.7465, -0.7465, -0.7533, -0.7439, -0.6981, -0.6689, -0.6595, -0.6594, -0.6429, -0.5928, -0.5839, -0.5648, -0.5578, -0.5461, -0.5224, -0.5063, -0.5028, -0.486, -0.5178, -0.5445, -0.5308, -0.4517, -0.458, -0.4149, -0.4003, -0.3797, -0.4147, -0.4157, -0.3629, -0.3736, -0.4352, -0.3497, -0.3851, -0.3029, -0.3031, -0.3229, -0.2849, -0.2788, -0.2901, -0.193, -0.1007, -0.1474, -0.1521, -0.0128, -0.0541, -0.0371, 0.0, -0.0601, 0.0458, 0.0033, 0.1569, 0.2944, 0.3119, 0.3676, 0.1766, 0.2278, 0.2844, 0.1832, 0.1882, -0.0534, -0.0326, 0.0964, 0.0652, 0.0388, 0.0388, 0.0786, 0.0153, -0.008, -0.061, 0.0304, 0.1037, 0.0892, 0.0601, 0.1249, 0.1671, -0.004, -0.0248, 0.0111, -0.0009, 0.0601, 0.1478, 0.1644, 0.183, 0.2081, 0.2081, 0.2079, 0.1799, 0.1604, 0.1467, 0.1467, 0.3296, 0.324, 0.689, 0.7079, 0.6161, 0.8231, 0.8804, 0.883, 0.8734, 0.9769, 0.9981, 0.9981, 1.1889, 1.4216, 1.432, 1.2889, 1.2743, 1.3256, 1.5488, 1.6052, 1.7837, 2.2136, 2.3598, 1.8238, 1.7834, 1.8885, 1.8182, 1.6165, 1.8952, 2.0447, 2.0267, 2.0267, 1.853, 1.9003, 2.0003, 2.1398, 2.2196, 2.0845, 2.0548, 2.1491, 2.0692, 1.9906, 1.7313, 1.8939, 1.7322, 1.5474, 1.844, 1.9897, 2.1662, 1.9893, 2.1961, 2.399, 2.4789, 2.6408, 2.7297, 2.4284, 2.3935, 2.3935, 2.2745, 1.9137, 1.9749, 1.7656, 2.0691, 2.3464, 2.3892, 2.3892, 2.5005, 2.4337, 2.7723, 3.1137, 3.1146, 3.6012, 3.5624, 3.3076, 3.4417, 3.449, 3.4105, 3.3645, 3.7296, 3.5043, 3.7819, 4.1698, 3.842]}
{"unit_id": "reply:1982152945719296217", "ticker_idx": 0, "ts": "2025-10-25T18:31:03+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It was tsla in leaps. Now rotating them out", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of TSLA leaps into IREN and NBIS (AI datacenter); HOOD and RKLB are core long holdings.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Sandeman52 It was tsla in leaps. Now rotating them out to ai datacenter like iren nbis. Hood and rklb are also more core holdings.", "reply_text": null, "parent_text": "@DeepValueBagger That’s awesome.  What’s your highest conviction stocks?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.0413333001459234, "ret_signed_m1d": 0.0413333001459234, "alpha_spy_m1d": 0.029673197630566528, "alpha_c_m1d": 0.027147100271397218, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.014186199874526184, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017969970655449252, "ret_signed_p1d": -0.017969970655449252, "alpha_spy_p1d": -0.01531395463636942, "alpha_c_p1d": -0.017721136872786758, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.00024883378266249423, "ret_p1w": 0.03525481016767795, "ret_signed_p1w": -0.03525481016767795, "alpha_spy_p1w": -0.03802748828213831, "alpha_c_p1w": -0.030692072186149, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": 0.004562737981528953, "ret_p1m": -0.07298532016980352, "ret_signed_p1m": 0.07298532016980352, "alpha_spy_p1m": 0.05807080322003144, "alpha_c_p1m": 0.04112867440716972, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.031856645762633806, "ret_p3m": -0.006763688575551208, "ret_signed_p3m": 0.006763688575551208, "alpha_spy_p3m": 0.015192727037400489, "alpha_c_p3m": 0.026035317455627927, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.01927162888007672, "ret_p6m": -0.14588214057984472, "ret_signed_p6m": 0.14588214057984472, "alpha_spy_p6m": 0.17922675394333965, "alpha_c_p6m": 0.13679996220435364, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.009082178375491079, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07298532016980352, "alpha_spy_stated": 0.05807080322003144, "alpha_c_stated": 0.04112867440716972, "price_path": [-0.2948, -0.3186, -0.3311, -0.3164, -0.3176, -0.2929, -0.2877, -0.2714, -0.2506, -0.2466, -0.2499, -0.2583, -0.2694, -0.2592, -0.2721, -0.2841, -0.2924, -0.2485, -0.2339, -0.2227, -0.2273, -0.2353, -0.262, -0.262, -0.272, -0.2615, -0.2517, -0.2245, -0.2343, -0.2331, -0.2313, -0.1848, -0.1248, -0.0937, -0.0681, -0.0587, -0.0786, -0.0582, -0.0403, -0.0587, -0.0213, -0.0642, -0.0266, -0.0204, -0.017, 0.0156, -0.0363, -0.0499, 0.0018, -0.0427, -0.0303, -0.0373, -0.086, -0.0365, -0.0512, -0.0382, -0.0523, -0.029, -0.011, -0.0217, -0.0297, -0.0076, -0.0413, 0.0, 0.018, 0.0201, -0.0272, 0.0092, 0.0353, -0.018, 0.0213, -0.0144, -0.0506, -0.0159, -0.0283, -0.0482, -0.1115, -0.1063, -0.0961, -0.1131, -0.107, -0.1264, -0.1356, -0.0766, -0.073, -0.0571, -0.0571, -0.0492, -0.0492, -0.0512, -0.0126, 0.0047, 0.0057, -0.0284, -0.016, -0.0021, -0.0122, 0.0145, 0.0506, 0.0828, 0.0328, 0.0684, 0.0636, 0.0803, 0.0733, 0.0729, 0.0729, 0.0503, 0.016, 0.0044, -0.006, -0.006, -0.0317, -0.0017, -0.043, -0.0464, -0.0367, -0.0164, -0.0076, -0.0115, -0.0292, -0.0306, -0.033, -0.033, -0.0733, -0.0464, -0.0068, -0.0074, -0.0381, -0.0476, -0.0463, -0.0793, -0.0486, -0.0677, -0.0673, -0.1026, -0.122, -0.0913, -0.0776, -0.0601, -0.0534, -0.0781, -0.0773, -0.0773, -0.0924, -0.0908, -0.09, -0.0897, -0.1162, -0.0951, -0.0774, -0.0969, -0.1103, -0.1085, -0.1326, -0.1027, -0.1036, -0.1231, -0.1188, -0.1175, -0.0986, -0.1269, -0.1353, -0.1257, -0.1175, -0.1318, -0.1594, -0.1867, -0.1582, -0.1534, -0.1469, -0.1775, -0.2002, -0.2147, -0.1783, -0.1573, -0.203, -0.203, -0.2201, -0.2338, -0.2413, -0.2361, -0.2287, -0.221, -0.195, -0.1337, -0.1404, -0.1145, -0.1324, -0.1459]}
{"unit_id": "reply:1982152945719296217", "ticker_idx": 1, "ts": "2025-10-25T18:31:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "rotating them out to ai datacenter like iren nbis", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of TSLA leaps into IREN and NBIS (AI datacenter); HOOD and RKLB are core long holdings.", "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": "@Sandeman52 It was tsla in leaps. Now rotating them out to ai datacenter like iren nbis. Hood and rklb are also more core holdings.", "reply_text": null, "parent_text": "@DeepValueBagger That’s awesome.  What’s your highest conviction stocks?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.03215873836881211, "ret_signed_m1d": -0.03215873836881211, "alpha_spy_m1d": -0.020498635853455238, "alpha_c_m1d": -0.028033431204368853, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.039544541918764, "ret_signed_p1d": -0.039544541918764, "alpha_spy_p1d": -0.04220055793784383, "alpha_c_p1d": -0.0331691330298558, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.04246810627715236, "ret_signed_p1w": 0.04246810627715236, "alpha_spy_p1w": 0.04524078439161272, "alpha_c_p1w": 0.06459451684433326, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.2695798925827233, "ret_signed_p1m": -0.2695798925827233, "alpha_spy_p1m": -0.2546653756329512, "alpha_c_p1m": -0.25476642122268534, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.1958762880546734, "ret_signed_p3m": -0.1958762880546734, "alpha_spy_p3m": -0.20430532651652267, "alpha_c_p3m": -0.2084033120095179, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.30497000071257774, "ret_signed_p6m": -0.30497000071257774, "alpha_spy_p6m": -0.33831461407607266, "alpha_c_p6m": -0.2941424631396873, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2695798925827233, "alpha_spy_stated": -0.2546653756329512, "alpha_c_stated": -0.25476642122268534, "price_path": [-0.7517, -0.7521, -0.763, -0.7464, -0.7469, -0.7181, -0.7143, -0.7161, -0.7235, -0.7257, -0.7272, -0.7064, -0.697, -0.6814, -0.7118, -0.696, -0.6986, -0.6703, -0.6443, -0.6463, -0.656, -0.6455, -0.5926, -0.5926, -0.5521, -0.5659, -0.5979, -0.5976, -0.597, -0.5355, -0.4825, -0.4945, -0.4775, -0.4285, -0.4391, -0.4168, -0.4411, -0.4054, -0.3553, -0.3573, -0.2747, -0.2877, -0.3559, -0.2933, -0.2779, -0.2756, -0.2765, -0.2236, -0.1114, -0.0509, -0.0754, -0.0175, -0.0803, -0.0131, 0.0703, 0.046, -0.0486, -0.0657, -0.0888, -0.1507, -0.2025, -0.1405, -0.0322, 0.0, -0.0395, -0.0703, -0.1042, -0.0652, 0.0425, 0.0252, 0.1757, 0.0303, -0.0402, -0.0742, -0.1171, -0.1429, -0.2514, -0.2865, -0.2705, -0.2483, -0.2948, -0.3311, -0.3497, -0.2539, -0.2696, -0.2545, -0.2545, -0.2643, -0.2539, -0.3673, -0.3236, -0.2853, -0.312, -0.287, -0.2793, -0.3242, -0.3239, -0.3825, -0.4541, -0.437, -0.4802, -0.4491, -0.3858, -0.3531, -0.3527, -0.3541, -0.3541, -0.3799, -0.3936, -0.4107, -0.4188, -0.4188, -0.343, -0.2577, -0.2936, -0.3287, -0.2971, -0.2917, -0.2256, -0.1846, -0.1863, -0.2016, -0.1103, -0.1103, -0.1651, -0.1771, -0.1959, -0.1279, -0.1943, -0.0769, -0.0315, -0.0792, -0.1731, -0.1833, -0.1631, -0.3085, -0.3878, -0.3564, -0.2899, -0.3394, -0.3434, -0.3841, -0.3504, -0.3504, -0.3696, -0.3525, -0.3339, -0.3848, -0.3482, -0.3007, -0.3225, -0.3193, -0.3699, -0.3631, -0.4022, -0.3254, -0.3826, -0.4353, -0.4024, -0.4134, -0.3541, -0.3634, -0.3602, -0.3085, -0.339, -0.3505, -0.359, -0.3647, -0.3513, -0.3673, -0.3625, -0.4238, -0.4601, -0.5135, -0.4725, -0.4755, -0.465, -0.465, -0.4595, -0.4501, -0.4333, -0.4298, -0.395, -0.3373, -0.2711, -0.2488, -0.266, -0.2596, -0.2503, -0.305]}
{"unit_id": "reply:1982152945719296217", "ticker_idx": 2, "ts": "2025-10-25T18:31:03+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "rotating them out to ai datacenter like iren nbis", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of TSLA leaps into IREN and NBIS (AI datacenter); HOOD and RKLB are core long holdings.", "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 It was tsla in leaps. Now rotating them out to ai datacenter like iren nbis. Hood and rklb are also more core holdings.", "reply_text": null, "parent_text": "@DeepValueBagger That’s awesome.  What’s your highest conviction stocks?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.0651359176358719, "ret_signed_m1d": -0.0651359176358719, "alpha_spy_m1d": -0.053475815120515025, "alpha_c_m1d": -0.05139401301414681, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.013741904621725087, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02870125540430646, "ret_signed_p1d": -0.02870125540430646, "alpha_spy_p1d": -0.03135727142338629, "alpha_c_p1d": -0.02375072131960987, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0049505340846965895, "ret_p1w": -0.03954396135218685, "ret_signed_p1w": -0.03954396135218685, "alpha_spy_p1w": -0.03677128323772649, "alpha_c_p1w": -0.009072747255715163, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.030471214096471688, "ret_p1m": -0.291397615903933, "ret_signed_p1m": -0.291397615903933, "alpha_spy_p1m": -0.2764830989541609, "alpha_c_p1m": -0.2669865678152833, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.02441104808864969, "ret_p3m": -0.22785618880266678, "ret_signed_p3m": -0.22785618880266678, "alpha_spy_p3m": -0.23628522726451606, "alpha_c_p3m": -0.22330122433822341, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.004554964464443367, "ret_p6m": 0.24810653488691647, "ret_signed_p6m": 0.24810653488691647, "alpha_spy_p6m": 0.21476192152342155, "alpha_c_p6m": 0.24166768653332715, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.0064388483535893215, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.291397615903933, "alpha_spy_stated": -0.2764830989541609, "alpha_c_stated": -0.2669865678152833, "price_path": [-0.5911, -0.5661, -0.5854, -0.5681, -0.5602, -0.5608, -0.4793, -0.4516, -0.44, -0.3994, -0.4369, -0.4542, -0.429, -0.4217, -0.4643, -0.4621, -0.4724, -0.4501, -0.4418, -0.4381, -0.4411, -0.4257, -0.4553, -0.4553, -0.476, -0.4766, -0.4825, -0.478, -0.4893, -0.2369, -0.2554, -0.2889, -0.2792, -0.2748, -0.287, -0.2499, -0.2496, -0.2082, -0.1501, -0.1406, -0.0973, -0.1394, -0.1414, -0.1213, -0.1049, -0.0783, 0.0035, 0.0203, -0.0039, -0.0616, -0.0273, 0.0575, 0.0331, 0.08, 0.0217, 0.0032, -0.0191, -0.0956, -0.131, -0.1686, -0.2137, -0.1536, -0.0651, 0.0, -0.0287, -0.0026, -0.01, 0.043, -0.0395, -0.1187, -0.0672, -0.1275, -0.1128, -0.1234, -0.185, -0.2477, -0.2934, -0.334, -0.3145, -0.2782, -0.242, -0.3252, -0.3362, -0.2673, -0.2914, -0.2451, -0.2451, -0.2436, -0.2015, -0.231, -0.2114, -0.1804, -0.2184, -0.2001, -0.2314, -0.2538, -0.2483, -0.3009, -0.3531, -0.3546, -0.3985, -0.3774, -0.2868, -0.2567, -0.2822, -0.2735, -0.2735, -0.3017, -0.314, -0.321, -0.3327, -0.3327, -0.2829, -0.2599, -0.2008, -0.233, -0.2243, -0.2192, -0.1443, -0.1595, -0.187, -0.1718, -0.1331, -0.1331, -0.2084, -0.2118, -0.2279, -0.2466, -0.2708, -0.2197, -0.1993, -0.2433, -0.3208, -0.2971, -0.2829, -0.3431, -0.4111, -0.3136, -0.2595, -0.2682, -0.2936, -0.2846, -0.2186, -0.2186, -0.2225, -0.1884, -0.1421, -0.2193, -0.1979, -0.1822, -0.154, -0.1638, -0.273, -0.2744, -0.308, -0.2204, -0.2374, -0.2878, -0.2431, -0.2312, -0.1071, -0.1386, -0.0995, 0.0352, -0.0726, -0.0548, -0.0312, -0.0623, -0.0899, -0.0839, -0.0824, -0.1551, -0.1962, -0.2645, -0.1728, -0.1872, -0.1324, -0.1324, -0.1028, -0.064, -0.0034, 0.0869, 0.1558, 0.2322, 0.2911, 0.3296, 0.3182, 0.2528, 0.2689, 0.2481]}
{"unit_id": "reply:1982152945719296217", "ticker_idx": 3, "ts": "2025-10-25T18:31:03+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hood and rklb are also more core holdings", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of TSLA leaps into IREN and NBIS (AI datacenter); HOOD and RKLB are core long holdings.", "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": "reply_other", "lang": "en", "tweet_text": "@Sandeman52 It was tsla in leaps. Now rotating them out to ai datacenter like iren nbis. Hood and rklb are also more core holdings.", "reply_text": null, "parent_text": "@DeepValueBagger That’s awesome.  What’s your highest conviction stocks?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.04161529753749338, "ret_signed_m1d": -0.04161529753749338, "alpha_spy_m1d": -0.029955195022136505, "alpha_c_m1d": -0.03748999037305012, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.004125307164443259, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002673792595752733, "ret_signed_p1d": 0.002673792595752733, "alpha_spy_p1d": 1.7776576672901e-05, "alpha_c_p1d": 0.00904920148466093, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.006375408888908196, "ret_p1w": 0.008364193168778566, "ret_signed_p1w": 0.008364193168778566, "alpha_spy_p1w": 0.011136871283238925, "alpha_c_p1w": 0.030490603735959465, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0221264105671809, "ret_p1m": -0.20766488954325213, "ret_signed_p1m": -0.20766488954325213, "alpha_spy_p1m": -0.19275037259348005, "alpha_c_p1m": -0.19285141818321416, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014813471360037966, "ret_p3m": -0.27156177460992326, "ret_signed_p3m": -0.27156177460992326, "alpha_spy_p3m": -0.27999081307177254, "alpha_c_p3m": -0.28408879856476776, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.012527023954844507, "ret_p6m": -0.40744549606808433, "ret_signed_p6m": -0.40744549606808433, "alpha_spy_p6m": -0.44079010943157926, "alpha_c_p6m": -0.3966179584951939, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": -0.010827537572890455, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20766488954325213, "alpha_spy_stated": -0.19275037259348005, "alpha_c_stated": -0.19285141818321416, "price_path": [-0.2726, -0.2935, -0.3151, -0.2707, -0.277, -0.2757, -0.2374, -0.2141, -0.221, -0.2178, -0.2553, -0.241, -0.2173, -0.2114, -0.263, -0.2778, -0.2712, -0.2505, -0.26, -0.2541, -0.2944, -0.2891, -0.2868, -0.2868, -0.3087, -0.3088, -0.2945, -0.3058, -0.1959, -0.1876, -0.1947, -0.1927, -0.2114, -0.2127, -0.1953, -0.1866, -0.1711, -0.1445, -0.1438, -0.1348, -0.1307, -0.1591, -0.1651, -0.0627, -0.0184, -0.0461, -0.0011, 0.0193, -0.011, -0.0059, 0.0343, 0.0452, -0.0473, -0.0355, -0.0748, -0.0803, -0.0989, -0.1094, -0.069, -0.0961, -0.1278, -0.079, -0.0416, 0.0, 0.0027, -0.0073, -0.0534, 0.0063, 0.0084, -0.0621, -0.0232, -0.1288, -0.1063, -0.0684, -0.0955, -0.0883, -0.1668, -0.1602, -0.2049, -0.2164, -0.1899, -0.2718, -0.2644, -0.2118, -0.2077, -0.1211, -0.1211, -0.1191, -0.1551, -0.1365, -0.0838, -0.0602, -0.0954, -0.0647, -0.0696, -0.0699, -0.1541, -0.1807, -0.2098, -0.1814, -0.2061, -0.1968, -0.168, -0.161, -0.1756, -0.1743, -0.1743, -0.1901, -0.1949, -0.2085, -0.2246, -0.2246, -0.2101, -0.1551, -0.1656, -0.1981, -0.2089, -0.2097, -0.1943, -0.1756, -0.1796, -0.2435, -0.2545, -0.2545, -0.2748, -0.2738, -0.2716, -0.2665, -0.2664, -0.2785, -0.2911, -0.3059, -0.318, -0.3836, -0.4031, -0.4473, -0.5017, -0.4322, -0.4066, -0.4131, -0.4654, -0.5124, -0.4792, -0.4792, -0.4828, -0.4844, -0.4814, -0.4782, -0.5079, -0.4968, -0.4685, -0.4553, -0.48, -0.4599, -0.4785, -0.4364, -0.4477, -0.4715, -0.456, -0.4616, -0.4605, -0.4781, -0.4968, -0.4837, -0.4697, -0.4865, -0.4916, -0.514, -0.503, -0.5264, -0.5027, -0.5177, -0.5474, -0.5533, -0.5249, -0.5193, -0.5276, -0.5276, -0.5216, -0.5225, -0.5075, -0.5193, -0.5256, -0.5086, -0.4578, -0.4013, -0.4046, -0.3778, -0.3742, -0.4074]}
{"unit_id": "reply:1982152945719296217", "ticker_idx": 4, "ts": "2025-10-25T18:31:03+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hood and rklb are also more core holdings", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of TSLA leaps into IREN and NBIS (AI datacenter); HOOD and RKLB are core long holdings.", "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": "reply_other", "lang": "en", "tweet_text": "@Sandeman52 It was tsla in leaps. Now rotating them out to ai datacenter like iren nbis. Hood and rklb are also more core holdings.", "reply_text": null, "parent_text": "@DeepValueBagger That’s awesome.  What’s your highest conviction stocks?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.016153690088705375, "ret_signed_m1d": -0.016153690088705375, "alpha_spy_m1d": -0.004493587573348501, "alpha_c_m1d": -0.010505170439124578, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.0056485196495807966, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028497449989506984, "ret_signed_p1d": -0.028497449989506984, "alpha_spy_p1d": -0.031153466008586816, "alpha_c_p1d": -0.02137248246958179, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.007124967519925196, "ret_p1w": -0.06522405386849939, "ret_signed_p1w": -0.06522405386849939, "alpha_spy_p1w": -0.06245137575403903, "alpha_c_p1w": -0.05630183907813546, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.008922214790363925, "ret_p1m": -0.35080773101095286, "ret_signed_p1m": -0.35080773101095286, "alpha_spy_p1m": -0.3358932140611808, "alpha_c_p1m": -0.32596677222878523, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.024840958782167633, "ret_p3m": 0.34074976645008204, "ret_signed_p3m": 0.34074976645008204, "alpha_spy_p3m": 0.33232072798823276, "alpha_c_p3m": 0.27478364847849845, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.06596611797158358, "ret_p6m": 0.32032910337178055, "ret_signed_p6m": 0.32032910337178055, "alpha_spy_p6m": 0.28698449000828563, "alpha_c_p6m": 0.21300140090606123, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.10732770246571932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.35080773101095286, "alpha_spy_stated": -0.3358932140611808, "alpha_c_stated": -0.32596677222878523, "price_path": [-0.2923, -0.3002, -0.3171, -0.3212, -0.318, -0.3279, -0.3263, -0.319, -0.3139, -0.3382, -0.3447, -0.3476, -0.3254, -0.3147, -0.3764, -0.3799, -0.3671, -0.3237, -0.2804, -0.2665, -0.2952, -0.2699, -0.2594, -0.2594, -0.2486, -0.3366, -0.3449, -0.3014, -0.2726, -0.2833, -0.2964, -0.262, -0.1871, -0.1765, -0.28, -0.2673, -0.281, -0.2717, -0.2409, -0.1937, -0.258, -0.2894, -0.295, -0.2836, -0.2699, -0.269, -0.2004, -0.1442, -0.1085, -0.0626, -0.0047, 0.0122, -0.0207, -0.003, 0.0367, 0.0556, 0.021, 0.0099, 0.0264, -0.0034, -0.077, -0.0312, -0.0162, 0.0, -0.0285, 0.0082, -0.0716, -0.0402, -0.0652, -0.1379, -0.1402, -0.244, -0.213, -0.2091, -0.2191, -0.2385, -0.3104, -0.306, -0.34, -0.3481, -0.3353, -0.3984, -0.3859, -0.3531, -0.3508, -0.361, -0.361, -0.3578, -0.3848, -0.3615, -0.3185, -0.2476, -0.2524, -0.2143, -0.1858, -0.1234, -0.0319, -0.0629, -0.1556, -0.1544, -0.1777, -0.0869, 0.0747, 0.1818, 0.1762, 0.1762, 0.1762, 0.0767, 0.0686, 0.0736, 0.0631, 0.0631, 0.158, 0.1908, 0.311, 0.2813, 0.2661, 0.2931, 0.3395, 0.3194, 0.399, 0.3831, 0.4675, 0.4675, 0.3587, 0.3383, 0.3407, 0.3548, 0.2265, 0.3258, 0.3497, 0.3057, 0.2202, 0.13, 0.2385, 0.1141, 0.0107, 0.1021, 0.1557, 0.0977, 0.061, 0.0059, 0.0277, 0.0277, 0.0651, 0.1341, 0.167, 0.0799, 0.0699, 0.0663, 0.0698, 0.1071, 0.053, 0.0815, 0.0687, 0.0959, 0.0667, 0.0684, 0.0893, 0.0504, 0.0966, 0.0419, 0.0425, 0.0867, 0.1977, 0.0588, 0.0962, 0.0245, 0.0363, 0.0069, 0.1106, 0.0049, -0.0715, -0.1256, -0.0213, -0.0015, 0.0322, 0.0322, 0.0312, 0.0107, 0.0527, 0.0171, 0.037, 0.0762, 0.1006, 0.1216, 0.2638, 0.2923, 0.3633, 0.3203]}
{"unit_id": "reply:1978241968485335217", "ticker_idx": 0, "ts": "2025-10-14T23:30:13+00:00", "symbol": "BULL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been calling bear on $BULL. No one listened.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Reiterates bearish call on $BULL; claims no one listened to prior warnings.", "resolved_tickers": ["BULL"], "resolution_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": "@SteveUrkelDude I've been calling bear on $BULL. No one listened.", "reply_text": null, "parent_text": "I wedged this turd between 2 stars so they could rub off and share some positivity and upside 😂 https://t.co/39lcWdiNIZ", "quoted_text": null, "parent_author": "SteveUrkelDude", "ret_m1d": 0.010335907761208851, "ret_signed_m1d": -0.010335907761208851, "alpha_spy_m1d": -0.014755815358836966, "alpha_c_m1d": -0.014755815358836966, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.004419907597628114, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012058600125990138, "ret_signed_p1d": -0.012058600125990138, "alpha_spy_p1d": -0.01886873468832051, "alpha_c_p1d": -0.01886873468832051, "bench_spy_p1d": -0.006810134562330372, "bench_c_p1d": -0.006810134562330372, "ret_p1w": -0.06718344151910383, "ret_signed_p1w": 0.06718344151910383, "alpha_spy_p1w": 0.07113733118674526, "alpha_c_p1w": 0.07113733118674526, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.00395388966764143, "ret_p1m": -0.22394483244451047, "ret_signed_p1m": 0.22394483244451047, "alpha_spy_p1m": 0.23427299992082584, "alpha_c_p1m": 0.23427299992082584, "bench_spy_p1m": 0.010328167476315375, "bench_c_p1m": 0.010328167476315375, "ret_p3m": -0.28682170733664714, "ret_signed_p3m": 0.28682170733664714, "alpha_spy_p3m": 0.3349960448570487, "alpha_c_p3m": 0.3349960448570487, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.04817433752040157, "ret_p6m": -0.5710594171973689, "ret_signed_p6m": 0.5710594171973689, "alpha_spy_p6m": 0.5990392743425654, "alpha_c_p6m": 0.5990392743425654, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.027979857145196574, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22394483244451047, "alpha_spy_stated": 0.23427299992082584, "alpha_c_stated": 0.23427299992082584, "price_path": [0.4548, 0.2593, 0.4617, 0.528, 0.3859, 0.382, 0.354, 0.1792, 0.2016, 0.2222, 0.1481, 0.2308, 0.2782, 0.3273, 0.3196, 0.292, 0.2817, 0.3463, 0.2933, 0.3307, 0.3786, 0.3755, 0.286, 0.2351, 0.2291, 0.3273, 0.2885, 0.292, 0.2438, 0.2636, 0.1705, 0.1705, 0.1585, 0.1206, 0.1438, 0.1137, 0.1533, 0.1662, 0.1197, 0.1714, 0.1499, 0.1326, 0.124, 0.0861, 0.0973, 0.1447, 0.2145, 0.2059, 0.2033, 0.261, 0.3058, 0.3394, 0.2739, 0.2153, 0.2386, 0.2222, 0.1809, 0.1025, 0.0904, 0.0801, -0.0181, 0.0112, 0.0103, 0.0, 0.0121, -0.0517, -0.0112, -0.0405, -0.0672, -0.0457, -0.0086, -0.0034, -0.0276, -0.056, -0.0706, -0.068, -0.1085, -0.1637, -0.1438, -0.1705, -0.1697, -0.1637, -0.18, -0.1585, -0.2239, -0.2567, -0.298, -0.2773, -0.292, -0.2894, -0.286, -0.2532, -0.2506, -0.2024, -0.2024, -0.1964, -0.2076, -0.2248, -0.2024, -0.1714, -0.1843, -0.1637, -0.1171, -0.1361, -0.1619, -0.211, -0.2575, -0.2627, -0.2791, -0.286, -0.2618, -0.2472, -0.2791, -0.2773, -0.2773, -0.2954, -0.3058, -0.317, -0.3307, -0.3307, -0.2946, -0.2627, -0.255, -0.2748, -0.2739, -0.2713, -0.2868, -0.2946, -0.2773, -0.2954, -0.2972, -0.2972, -0.3256, -0.3307, -0.3256, -0.3247, -0.3368, -0.3419, -0.3428, -0.3678, -0.3945, -0.4143, -0.4238, -0.4246, -0.4987, -0.4332, -0.4152, -0.4281, -0.4625, -0.4944, -0.4823, -0.4823, -0.4935, -0.4866, -0.4866, -0.491, -0.5177, -0.5039, -0.4823, -0.4823, -0.4996, -0.4798, -0.4866, -0.4772, -0.5065, -0.5306, -0.5271, -0.5263, -0.528, -0.5444, -0.5461, -0.5426, -0.5289, -0.5495, -0.5461, -0.5581, -0.5426, -0.5581, -0.5538, -0.565, -0.5848, -0.6012, -0.5866, -0.5917, -0.5848, -0.5848, -0.5745, -0.5745, -0.5624, -0.5711]}
{"unit_id": "quote:1970997797663953318", "ticker_idx": 0, "ts": "2025-09-24T23:44:28+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I went all-in on my ROTH account with $CRWV leap calls... the price ran back up to $132 now which I still hold 1/2", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding CRWV LEAP calls (half position) plus live positions in NBIS and IREN; all three remain active long holdings.", "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": "quote", "lang": "en", "tweet_text": "One of the things I strategically do is NOT post research/information on my feed when the stock price has a big run up.  For example I waited until CoreWeave $CRWV came back down $90's after the IPO period unlocked, and the founders sold of a sizeable part of their shares. \n\nI started posting my research which helped me make a buy decision. I also strategically do not share my exact buy timings because short-term timing is never perfect. In fact, I went all-in on my ROTH account with $CRWV leap calls.  The price dipped toward $85 for a short while. But the price ran back up to $132 now which I still hold 1/2, the rest went to NBIS and IREN.\n\nFor those who watch me closely and do your own research, you have made profits as I've seen you shared in the comments. I think this style has been working out well as it forces you to do your own research and build conviction.", "reply_text": null, "parent_text": null, "quoted_text": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes https://t.co/Gz8U2iOqbo", "parent_author": null, "ret_m1d": 0.053213248377564026, "ret_signed_m1d": 0.053213248377564026, "alpha_spy_m1d": 0.04857849160152705, "alpha_c_m1d": 0.04857849160152705, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.0046347567760369746, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049897419402249676, "ret_signed_p1d": -0.049897419402249676, "alpha_spy_p1d": -0.05562645348485895, "alpha_c_p1d": -0.05562645348485895, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.0057290340826092745, "ret_p1w": 0.0895309964473261, "ret_signed_p1w": 0.0895309964473261, "alpha_spy_p1w": 0.07255674567798387, "alpha_c_p1w": 0.07255674567798387, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.016974250769342225, "ret_p1m": 0.04650244133389703, "ret_signed_p1m": 0.04650244133389703, "alpha_spy_p1m": 0.017325329264600953, "alpha_c_p1m": 0.017325329264600953, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.029177112069296074, "ret_p3m": -0.3663350717220891, "ret_signed_p3m": -0.3663350717220891, "alpha_spy_p3m": -0.4148767117745277, "alpha_c_p3m": -0.4148767117745277, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04854164005243855, "ret_p6m": -0.3567819448510322, "ret_signed_p6m": -0.3567819448510322, "alpha_spy_p6m": -0.34798769984626177, "alpha_c_p6m": -0.34798769984626177, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.00879424500477044, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04650244133389703, "alpha_spy_stated": 0.017325329264600953, "alpha_c_stated": 0.017325329264600953, "price_path": [0.2874, 0.2312, 0.1982, 0.3043, 0.3043, 0.2609, 0.1957, 0.2084, 0.0918, -0.0065, 0.0451, 0.11, 0.1293, 0.0438, -0.0287, -0.0138, 0.0246, -0.0048, -0.0526, -0.0872, -0.1293, -0.1415, -0.1877, -0.0989, -0.1778, -0.163, -0.117, -0.1296, -0.0441, 0.0228, 0.1036, 0.1744, -0.0703, -0.2144, -0.2107, -0.2357, -0.2666, -0.2774, -0.2832, -0.2579, -0.2706, -0.2785, -0.2347, -0.1885, -0.1865, -0.1865, -0.2631, -0.2904, -0.3093, -0.2966, -0.2614, -0.2087, -0.0752, -0.1103, -0.1161, -0.0489, -0.0625, -0.0458, -0.0416, -0.0142, 0.0519, 0.0334, 0.0532, 0.0, -0.0499, -0.0327, 0.0805, 0.082, 0.0895, 0.0642, 0.0568, 0.0171, 0.1052, 0.1296, 0.0929, 0.1181, 0.0584, 0.0993, 0.1191, 0.0806, 0.0032, -0.0126, -0.0405, -0.0262, 0.0465, 0.0742, 0.0643, 0.1048, 0.0347, 0.0557, -0.0027, -0.0861, -0.0966, -0.1558, -0.1788, -0.1662, -0.3021, -0.3255, -0.3815, -0.3892, -0.4053, -0.4087, -0.4085, -0.4536, -0.4343, -0.4189, -0.4372, -0.4135, -0.4135, -0.4227, -0.3916, -0.3997, -0.3734, -0.323, -0.3029, -0.3191, -0.2842, -0.304, -0.3101, -0.3795, -0.4288, -0.4513, -0.4904, -0.4657, -0.3447, -0.3303, -0.3663, -0.3773, -0.3773, -0.3967, -0.4085, -0.4165, -0.4346, -0.4346, -0.3738, -0.3932, -0.3847, -0.3907, -0.3914, -0.3673, -0.29, -0.3093, -0.291, -0.2499, -0.2008, -0.2008, -0.2482, -0.2575, -0.2753, -0.2659, -0.2238, -0.1405, -0.163, -0.2142, -0.2643, -0.2978, -0.289, -0.349, -0.4106, -0.2898, -0.2358, -0.2491, -0.2488, -0.2444, -0.2417, -0.2417, -0.2815, -0.2464, -0.2331, -0.2954, -0.2828, -0.216, -0.2262, -0.2292, -0.3719, -0.3838, -0.4175, -0.3723, -0.4093, -0.4237, -0.4125, -0.4085, -0.3529, -0.3695, -0.3596, -0.3221, -0.3517, -0.3461, -0.3632, -0.3568]}
{"unit_id": "quote:1970997797663953318", "ticker_idx": 1, "ts": "2025-09-24T23:44:28+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rest went to NBIS and IREN", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding CRWV LEAP calls (half position) plus live positions in NBIS and IREN; all three remain active long holdings.", "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": "One of the things I strategically do is NOT post research/information on my feed when the stock price has a big run up.  For example I waited until CoreWeave $CRWV came back down $90's after the IPO period unlocked, and the founders sold of a sizeable part of their shares. \n\nI started posting my research which helped me make a buy decision. I also strategically do not share my exact buy timings because short-term timing is never perfect. In fact, I went all-in on my ROTH account with $CRWV leap calls.  The price dipped toward $85 for a short while. But the price ran back up to $132 now which I still hold 1/2, the rest went to NBIS and IREN.\n\nFor those who watch me closely and do your own research, you have made profits as I've seen you shared in the comments. I think this style has been working out well as it forces you to do your own research and build conviction.", "reply_text": null, "parent_text": null, "quoted_text": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes https://t.co/Gz8U2iOqbo", "parent_author": null, "ret_m1d": 0.0490087159151118, "ret_signed_m1d": 0.0490087159151118, "alpha_spy_m1d": 0.044373959139074826, "alpha_c_m1d": 0.04559080263675086, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.00341791327836094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002223508316987033, "ret_signed_p1d": -0.002223508316987033, "alpha_spy_p1d": -0.007952542399596307, "alpha_c_p1d": -0.011964541425645514, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.009741033108658481, "ret_p1w": 0.16611080136772127, "ret_signed_p1w": 0.16611080136772127, "alpha_spy_p1w": 0.14913655059837905, "alpha_c_p1w": 0.17106683482535456, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": -0.004956033457633291, "ret_p1m": 0.08634426055236988, "ret_signed_p1m": 0.08634426055236988, "alpha_spy_p1m": 0.057167148483073804, "alpha_c_p1m": 0.0989905659951984, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": -0.01264630544282852, "ret_p3m": -0.1659255443488764, "ret_signed_p3m": -0.1659255443488764, "alpha_spy_p3m": -0.21446718440131496, "alpha_c_p3m": -0.1722489930903407, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.006323448741464288, "ret_p6m": 0.08967945234604224, "ret_signed_p6m": 0.08967945234604224, "alpha_spy_p6m": 0.09847369735081268, "alpha_c_p6m": 0.12758995074973767, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.037910498403695425, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08634426055236988, "alpha_spy_stated": 0.057167148483073804, "alpha_c_stated": 0.0989905659951984, "price_path": [-0.4874, -0.5339, -0.5371, -0.5345, -0.5345, -0.5568, -0.5636, -0.5734, -0.5699, -0.5896, -0.5187, -0.5041, -0.5061, -0.5026, -0.5109, -0.5148, -0.5274, -0.5194, -0.5168, -0.5241, -0.5113, -0.5331, -0.5248, -0.4957, -0.5183, -0.4981, -0.4889, -0.4896, -0.3949, -0.3628, -0.3493, -0.3021, -0.3457, -0.3658, -0.3365, -0.328, -0.3775, -0.3749, -0.3869, -0.3609, -0.3513, -0.347, -0.3506, -0.3326, -0.3671, -0.3671, -0.3911, -0.3918, -0.3986, -0.3935, -0.4065, -0.1132, -0.1348, -0.1737, -0.1624, -0.1573, -0.1715, -0.1284, -0.128, -0.08, -0.0124, -0.0013, 0.049, 0.0, -0.0022, 0.0211, 0.0401, 0.0711, 0.1661, 0.1857, 0.1575, 0.0904, 0.1303, 0.2288, 0.2005, 0.255, 0.1872, 0.1657, 0.1399, 0.051, 0.0098, -0.0339, -0.0863, -0.0165, 0.0863, 0.162, 0.1287, 0.159, 0.1505, 0.212, 0.1161, 0.0241, 0.0839, 0.0139, 0.0309, 0.0186, -0.053, -0.1258, -0.1789, -0.2261, -0.2034, -0.1612, -0.1192, -0.2159, -0.2286, -0.1486, -0.1766, -0.1228, -0.1228, -0.1211, -0.0722, -0.1064, -0.0836, -0.0476, -0.0917, -0.0705, -0.1068, -0.1329, -0.1266, -0.1876, -0.2483, -0.25, -0.301, -0.2765, -0.1712, -0.1363, -0.1659, -0.1557, -0.1557, -0.1885, -0.2029, -0.211, -0.2245, -0.2245, -0.1667, -0.14, -0.0713, -0.1087, -0.0986, -0.0927, -0.0057, -0.0233, -0.0552, -0.0376, 0.0073, 0.0073, -0.0801, -0.084, -0.1027, -0.1245, -0.1527, -0.0933, -0.0696, -0.1207, -0.2108, -0.1832, -0.1667, -0.2367, -0.3156, -0.2023, -0.1395, -0.1496, -0.1791, -0.1687, -0.092, -0.092, -0.0965, -0.0569, -0.0031, -0.0928, -0.0679, -0.0497, -0.0169, -0.0283, -0.1552, -0.1568, -0.1958, -0.0941, -0.1139, -0.1724, -0.1204, -0.1066, 0.0376, 0.0009, 0.0464, 0.203, 0.0777, 0.0984, 0.1258, 0.0897]}
{"unit_id": "quote:1970997797663953318", "ticker_idx": 2, "ts": "2025-09-24T23:44:28+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 rest went to NBIS and IREN", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding CRWV LEAP calls (half position) plus live positions in NBIS and IREN; all three remain active long holdings.", "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": "One of the things I strategically do is NOT post research/information on my feed when the stock price has a big run up.  For example I waited until CoreWeave $CRWV came back down $90's after the IPO period unlocked, and the founders sold of a sizeable part of their shares. \n\nI started posting my research which helped me make a buy decision. I also strategically do not share my exact buy timings because short-term timing is never perfect. In fact, I went all-in on my ROTH account with $CRWV leap calls.  The price dipped toward $85 for a short while. But the price ran back up to $132 now which I still hold 1/2, the rest went to NBIS and IREN.\n\nFor those who watch me closely and do your own research, you have made profits as I've seen you shared in the comments. I think this style has been working out well as it forces you to do your own research and build conviction.", "reply_text": null, "parent_text": null, "quoted_text": "Guys, I'm going to settle the whole AI-datacenter debate. We should only look at benchmark as a proper signal for the best AI datacenter.  $CRWV ranked the best even beyond the hyperscaler. No wonder why Microsoft, Meta, and OpenAI are using CoreWeave infrastructure. $NBIS comes https://t.co/Gz8U2iOqbo", "parent_author": null, "ret_m1d": 0.018362463972991128, "ret_signed_m1d": 0.018362463972991128, "alpha_spy_m1d": 0.013727707196954153, "alpha_c_m1d": 0.015744194491839947, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.002618269481151181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09570102003799696, "ret_signed_p1d": -0.09570102003799696, "alpha_spy_p1d": -0.10143005412060624, "alpha_c_p1d": -0.10299481199959615, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.007293791961599183, "ret_p1w": 0.01577013453874132, "ret_signed_p1w": 0.01577013453874132, "alpha_spy_p1w": -0.0012041162306009046, "alpha_c_p1w": 0.018014417102718783, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": -0.002244282563977462, "ret_p1m": 0.3588248062613446, "ret_signed_p1m": 0.3588248062613446, "alpha_spy_p1m": 0.32964769419204853, "alpha_c_p1m": 0.3655575817410899, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": -0.006732775479745268, "ret_p3m": -0.09116442292589333, "ret_signed_p3m": -0.09116442292589333, "alpha_spy_p3m": -0.13970606297833188, "alpha_c_p3m": -0.13144365878808306, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04027923586218973, "ret_p6m": -0.10801468786151647, "ret_signed_p6m": -0.10801468786151647, "alpha_spy_p6m": -0.09922044285674603, "alpha_c_p6m": -0.029120707050605432, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": -0.07889398081091104, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3588248062613446, "alpha_spy_stated": 0.32964769419204853, "alpha_c_stated": 0.3655575817410899, "price_path": [-0.6852, -0.671, -0.6617, -0.6366, -0.6366, -0.6338, -0.6351, -0.6336, -0.6321, -0.6494, -0.6267, -0.6353, -0.6261, -0.6101, -0.6124, -0.6079, -0.5984, -0.5898, -0.6081, -0.6172, -0.6418, -0.6589, -0.6513, -0.652, -0.6673, -0.644, -0.6446, -0.6042, -0.5988, -0.6014, -0.6118, -0.6148, -0.617, -0.5878, -0.5746, -0.5527, -0.5954, -0.5731, -0.5768, -0.537, -0.5005, -0.5033, -0.5171, -0.5023, -0.428, -0.428, -0.3711, -0.3906, -0.4355, -0.4351, -0.4342, -0.3478, -0.2735, -0.2903, -0.2664, -0.1977, -0.2126, -0.1812, -0.2154, -0.1653, -0.0948, -0.0976, 0.0184, 0.0, -0.0957, -0.0078, 0.0138, 0.0171, 0.0158, 0.0901, 0.2476, 0.3325, 0.2981, 0.3793, 0.2912, 0.3856, 0.5027, 0.4686, 0.3357, 0.3117, 0.2793, 0.1924, 0.1197, 0.2067, 0.3588, 0.404, 0.3485, 0.3052, 0.2577, 0.3124, 0.4636, 0.4394, 0.6507, 0.4465, 0.3476, 0.2998, 0.2396, 0.2033, 0.051, 0.0017, 0.0242, 0.0553, -0.0099, -0.0609, -0.0871, 0.0475, 0.0255, 0.0467, 0.0467, 0.0328, 0.0475, -0.1117, -0.0503, 0.0035, -0.0341, 0.0011, 0.0119, -0.0512, -0.0508, -0.1331, -0.2335, -0.2095, -0.2703, -0.2266, -0.1376, -0.0918, -0.0912, -0.0931, -0.0931, -0.1294, -0.1486, -0.1726, -0.1841, -0.1841, -0.0776, 0.0421, -0.0082, -0.0576, -0.0132, -0.0056, 0.0873, 0.1447, 0.1424, 0.121, 0.2491, 0.2491, 0.1722, 0.1553, 0.129, 0.2245, 0.1311, 0.296, 0.3597, 0.2927, 0.1609, 0.1467, 0.175, -0.0292, -0.1404, -0.0963, -0.003, -0.0726, -0.0782, -0.1352, -0.0879, -0.0879, -0.1149, -0.0909, -0.0648, -0.1363, -0.0849, -0.0181, -0.0488, -0.0443, -0.1154, -0.1059, -0.1607, -0.0529, -0.1332, -0.2072, -0.1609, -0.1765, -0.0931, -0.1063, -0.1017, -0.0292, -0.0719, -0.0881, -0.1, -0.108]}
{"unit_id": "reply:1972731036116406312", "ticker_idx": 0, "ts": "2025-09-29T18:31:45+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If everything could be as easy as $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Terse bullish quality verdict on HOOD; implied easy long hold.", "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": "reply_other", "lang": "en", "tweet_text": "@JPXiiilxxv If everything could be as easy as $hood", "reply_text": null, "parent_text": "@DeepValueBagger Easy hold.", "quoted_text": null, "parent_author": "JPXiiilxxv", "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06970449600796069, "alpha_spy_stated": 0.03447671391633311, "alpha_c_stated": 0.09076489898934093, "price_path": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "quote:1971219223570678117", "ticker_idx": 0, "ts": "2025-09-25T14:24:21+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought more calls (up 124%) when it dipped. I don't announce my buys.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to INTC calls on the dip; still holding leaps with high conviction on further upside.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I bought more calls (up 124%) when it dipped.  I don't announce my buys. Learn to read between the lines. $intc\n\nDo your research, build your conviction, and make a plan. https://t.co/cyM0vOKaWq", "reply_text": null, "parent_text": null, "quoted_text": "$INTC is getting started. It's why I haven't sold my leaps. Once you make 900%, 80% doesn't look impressive.", "parent_author": null, "ret_m1d": -0.08149462278100283, "ret_signed_m1d": -0.08149462278100283, "alpha_spy_m1d": -0.08612937955703981, "alpha_c_m1d": -0.08165032661381522, "bench_spy_m1d": 0.0046347567760369746, "bench_c_m1d": 0.00015570383281238165, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04442477925765487, "ret_signed_p1d": 0.04442477925765487, "alpha_spy_p1d": 0.03869574517504559, "alpha_c_p1d": 0.042057566117891465, "bench_spy_p1d": 0.0057290340826092745, "bench_c_p1d": 0.002367213139763402, "ret_p1w": 0.09738150618246921, "ret_signed_p1w": 0.09738150618246921, "alpha_spy_p1w": 0.08040725541312699, "alpha_c_p1w": 0.04387125718982432, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.05351024899264489, "ret_p1m": 0.12621350070564596, "ret_signed_p1m": 0.12621350070564596, "alpha_spy_p1m": 0.09703638863634989, "alpha_c_p1m": 0.03252374893550414, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.09368975177014183, "ret_p3m": 0.06943208823521152, "ret_signed_p3m": 0.06943208823521152, "alpha_spy_p3m": 0.02089044818277297, "alpha_c_p3m": -0.06521568547648937, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.1346477737117009, "ret_p6m": 0.2906736324075294, "ret_signed_p6m": 0.2906736324075294, "alpha_spy_p6m": 0.29946787741229985, "alpha_c_p6m": 0.08860190376126598, "bench_spy_p6m": -0.00879424500477044, "bench_c_p6m": 0.20207172864626344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12621350070564596, "alpha_spy_stated": 0.09703638863634989, "alpha_c_stated": 0.03252374893550414, "price_path": [-0.341, -0.3277, -0.3563, -0.3383, -0.3383, -0.3528, -0.306, -0.3104, -0.2992, -0.3107, -0.3145, -0.3257, -0.3325, -0.3292, -0.3204, -0.3157, -0.3163, -0.3089, -0.3342, -0.391, -0.3916, -0.3995, -0.4016, -0.4175, -0.4319, -0.4263, -0.406, -0.3995, -0.4184, -0.4131, -0.3925, -0.3583, -0.3463, -0.298, -0.2774, -0.3039, -0.2554, -0.3074, -0.3086, -0.2704, -0.2777, -0.2836, -0.2689, -0.2665, -0.2836, -0.2836, -0.2877, -0.2939, -0.276, -0.2795, -0.2798, -0.281, -0.2713, -0.276, -0.2916, -0.2713, -0.2565, -0.2674, -0.1006, -0.1297, -0.1539, -0.1368, -0.0815, 0.0, 0.0444, 0.0144, -0.0129, 0.0574, 0.0974, 0.0836, 0.0765, 0.0936, 0.1012, 0.1121, 0.07, 0.095, 0.0482, 0.093, 0.0838, 0.0888, 0.1209, 0.1215, 0.0862, 0.1227, 0.1262, 0.1633, 0.2218, 0.2162, 0.1815, 0.1765, 0.1621, 0.0894, 0.1292, 0.0956, 0.1218, 0.1312, 0.1144, 0.1147, 0.0565, 0.045, 0.0212, 0.01, 0.033, -0.0109, 0.015, 0.053, 0.0541, 0.083, 0.083, 0.1933, 0.1771, 0.2789, 0.2874, 0.1915, 0.2183, 0.1856, 0.1915, 0.1998, 0.1624, 0.1124, 0.1036, 0.0977, 0.0606, 0.0674, 0.0833, 0.07, 0.0694, 0.0638, 0.0638, 0.065, 0.0791, 0.0974, 0.0856, 0.0856, 0.1586, 0.1583, 0.178, 0.2542, 0.2095, 0.3401, 0.2963, 0.3913, 0.4334, 0.4216, 0.3816, 0.3816, 0.4287, 0.5961, 0.5981, 0.326, 0.2501, 0.2924, 0.4351, 0.4316, 0.3672, 0.436, 0.449, 0.4298, 0.4192, 0.4884, 0.4781, 0.3866, 0.4207, 0.3675, 0.3766, 0.3766, 0.3586, 0.3375, 0.3127, 0.2977, 0.2836, 0.3569, 0.3792, 0.3375, 0.3419, 0.3386, 0.268, 0.341, 0.3519, 0.2774, 0.341, 0.3763, 0.4116, 0.3313, 0.3466, 0.3463, 0.2963, 0.3248, 0.3586, 0.2907]}
{"unit_id": "quote:1974886821969764542", "ticker_idx": 0, "ts": "2025-10-05T17:18:04+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a $tsla flying car. 10/7 will be exciting.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TSLA into the 10/7 event, framing it as a flying car reveal.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "It's a $tsla flying car. 10/7 will be exciting.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/KsXDaJgMcJ", "parent_author": null, "ret_m1d": -0.0516712927252827, "ret_signed_m1d": -0.0516712927252827, "alpha_spy_m1d": -0.048097836145968964, "alpha_c_m1d": -0.04316779364444323, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.008503499080839472, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.044478772558432134, "ret_signed_p1d": -0.044478772558432134, "alpha_spy_p1d": -0.04077125866911435, "alpha_c_p1d": -0.026971530929575938, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.017507241628856196, "ret_p1w": -0.038279108888065405, "ret_signed_p1w": -0.038279108888065405, "alpha_spy_p1w": -0.025518740590575795, "alpha_c_p1w": -0.013102043304214495, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02517706558385091, "ret_p1m": -0.019834506860176515, "ret_signed_p1m": -0.019834506860176515, "alpha_spy_p1m": -0.025239499674869603, "alpha_c_p1m": -0.012581552461162882, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.007252954399013634, "ret_p3m": -0.0077881936664023765, "ret_signed_p3m": -0.0077881936664023765, "alpha_spy_p3m": -0.02613965894578807, "alpha_c_p3m": -0.005259270341606892, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": -0.0025289233247954845, "ret_p6m": -0.17981246552675123, "ret_signed_p6m": -0.17981246552675123, "alpha_spy_p6m": -0.15365598756690002, "alpha_c_p6m": -0.09198704013104508, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.08782542539570615, "ret_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": -0.038279108888065405, "alpha_spy_stated": -0.025518740590575795, "alpha_c_stated": -0.013102043304214495, "price_path": [-0.3472, -0.3163, -0.3083, -0.3008, -0.3143, -0.2903, -0.2953, -0.2727, -0.2753, -0.2673, -0.2663, -0.3264, -0.3027, -0.2817, -0.2913, -0.2961, -0.3199, -0.3323, -0.3177, -0.3189, -0.2942, -0.289, -0.2727, -0.252, -0.248, -0.2512, -0.2596, -0.2707, -0.2605, -0.2734, -0.2854, -0.2937, -0.2498, -0.2353, -0.2241, -0.2287, -0.2367, -0.2634, -0.2634, -0.2733, -0.2629, -0.2531, -0.2259, -0.2357, -0.2345, -0.2327, -0.1863, -0.1264, -0.0953, -0.0698, -0.0604, -0.0803, -0.06, -0.042, -0.0605, -0.0231, -0.0659, -0.0284, -0.0222, -0.0188, 0.0137, -0.0381, -0.0517, 0.0, -0.0445, -0.0321, -0.0391, -0.0877, -0.0383, -0.053, -0.0399, -0.0541, -0.0308, -0.0128, -0.0235, -0.0315, -0.0094, -0.0431, -0.0018, 0.0161, 0.0182, -0.029, 0.0073, 0.0334, -0.0198, 0.0195, -0.0162, -0.0524, -0.0177, -0.0301, -0.05, -0.1131, -0.1079, -0.0978, -0.1147, -0.1087, -0.128, -0.1371, -0.0783, -0.0747, -0.0588, -0.0588, -0.0509, -0.051, -0.053, -0.0144, 0.0028, 0.0039, -0.0302, -0.0178, -0.004, -0.014, 0.0126, 0.0487, 0.0808, 0.0309, 0.0665, 0.0617, 0.0783, 0.0713, 0.0709, 0.0709, 0.0484, 0.0141, 0.0026, -0.0078, -0.0078, -0.0335, -0.0035, -0.0448, -0.0482, -0.0385, -0.0182, -0.0095, -0.0133, -0.031, -0.0324, -0.0347, -0.0347, -0.075, -0.0481, -0.0086, -0.0092, -0.0398, -0.0493, -0.0481, -0.0809, -0.0504, -0.0694, -0.069, -0.1042, -0.1236, -0.093, -0.0793, -0.0619, -0.0551, -0.0798, -0.079, -0.079, -0.094, -0.0925, -0.0916, -0.0914, -0.1179, -0.0968, -0.0791, -0.0986, -0.1119, -0.1102, -0.1342, -0.1044, -0.1052, -0.1247, -0.1204, -0.1192, -0.1002, -0.1285, -0.1369, -0.1273, -0.1191, -0.1334, -0.1609, -0.1882, -0.1597, -0.1549, -0.1485, -0.179, -0.2017, -0.2162, -0.1798]}
{"unit_id": "quote:1985885899654140280", "ticker_idx": 0, "ts": "2025-11-05T01:44:29+00:00", "symbol": "MARA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can cross $mara from your list.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid MARA; CEO deemed delusional for being a late AI datacenter follower — cross it off the list.", "resolved_tickers": ["MARA"], "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": "CEO and Chairman of $mara said\n\nI will no longer be answering any more questions directly because I think my competitors spend more than enough time listening to what I say then emulating it.\n\nDo you know how delusional he is for being a trend follower/late comer to AI datacenter?\n\nYou can cross $mara from your list.", "reply_text": null, "parent_text": null, "quoted_text": "$MARA - Delusional https://t.co/eUlvWXHnB6", "parent_author": null, "ret_m1d": -0.02977223272148599, "ret_signed_m1d": 0.02977223272148599, "alpha_spy_m1d": 0.026318724432439433, "alpha_c_m1d": 0.026350165031521877, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06830117804671676, "ret_signed_p1d": 0.06830117804671676, "alpha_spy_p1d": 0.057571724327533325, "alpha_c_p1d": 0.06468906073537639, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.15878572367850408, "ret_signed_p1w": 0.15878572367850408, "alpha_spy_p1w": 0.16734547248718268, "alpha_c_p1w": 0.17912785997718894, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.27378866375691135, "ret_signed_p1m": 0.27378866375691135, "alpha_spy_p1m": 0.2838391140054206, "alpha_c_p1m": 0.29394082384079456, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.46760068112280373, "ret_signed_p3m": 0.46760068112280373, "alpha_spy_p3m": 0.49694741820504884, "alpha_c_p3m": 0.49837704814040773, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.300058356186073, "ret_signed_p6m": 0.300058356186073, "alpha_spy_p6m": 0.36672494413822987, "alpha_c_p6m": 0.2996991044104781, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27378866375691135, "alpha_spy_stated": 0.2838391140054206, "alpha_c_stated": 0.29394082384079456, "price_path": [-0.1022, -0.0858, -0.0823, -0.0741, -0.0806, -0.0852, -0.0607, -0.1144, -0.0981, -0.0946, -0.049, -0.101, -0.0753, -0.0747, -0.0683, -0.0671, -0.0671, -0.0625, -0.0724, -0.1179, -0.1133, -0.1127, -0.0701, -0.0741, -0.0829, -0.0479, -0.052, 0.0234, 0.0123, 0.08, 0.0677, 0.0712, 0.0339, 0.0298, -0.0619, -0.0584, 0.0893, 0.066, 0.0864, 0.0969, 0.0987, 0.2008, 0.1821, 0.1792, 0.1792, 0.0887, 0.1816, 0.2983, 0.3333, 0.1833, 0.1424, 0.2102, 0.1716, 0.1179, 0.122, 0.1407, 0.1419, 0.1022, 0.1022, 0.0368, 0.0665, 0.0397, -0.0298, 0.0, -0.0683, -0.0736, -0.0905, -0.1459, -0.1588, -0.2539, -0.3001, -0.3281, -0.3065, -0.352, -0.4022, -0.4121, -0.3456, -0.3479, -0.3514, -0.3514, -0.3106, -0.3275, -0.3047, -0.272, -0.2738, -0.3147, -0.2966, -0.2849, -0.3041, -0.3088, -0.3275, -0.3754, -0.3759, -0.4203, -0.4343, -0.4057, -0.4086, -0.4244, -0.4197, -0.4197, -0.4402, -0.446, -0.4553, -0.4758, -0.4758, -0.4215, -0.3818, -0.3981, -0.4116, -0.3905, -0.4034, -0.3783, -0.3608, -0.3514, -0.3777, -0.3368, -0.3368, -0.3946, -0.3835, -0.3993, -0.387, -0.4174, -0.3859, -0.3946, -0.4244, -0.4454, -0.4676, -0.4717, -0.5166, -0.6071, -0.519, -0.5295, -0.5528, -0.5587, -0.5768, -0.5377, -0.5377, -0.5616, -0.5622, -0.5353, -0.5347, -0.54, -0.5301, -0.4997, -0.5067, -0.4781, -0.4483, -0.4945, -0.4577, -0.488, -0.5324, -0.4945, -0.4997, -0.5009, -0.4886, -0.4559, -0.4612, -0.4606, -0.4793, -0.4618, -0.5061, -0.4799, -0.5184, -0.5166, -0.4991, -0.5318, -0.5447, -0.5236, -0.5306, -0.4915, -0.4915, -0.4834, -0.4769, -0.4454, -0.4355, -0.4431, -0.3952, -0.3876, -0.3888, -0.3257, -0.3228, -0.3211, -0.3444, -0.3088, -0.3111, -0.3205, -0.3473, -0.3567, -0.3742, -0.3001]}
{"unit_id": "quote:1985350900081213812", "ticker_idx": 0, "ts": "2025-11-03T14:18:35+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great news for $CIFR. I own a few leaps.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long CIFR via LEAPS on bullish Amazon AI capacity deal news.", "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": "Great news for $CIFR. I own a few leaps.", "reply_text": null, "parent_text": null, "quoted_text": "$CIFR signed a 15-year, $6B lease with $AMZN to deliver 300MW of AI capacity starting in 2026 &amp; formed a new JV to build Colchis, a 1GW West Texas campus with 95% ownership. https://t.co/4LCOqbM7PG", "parent_author": null, "ret_m1d": -0.18057998985149748, "ret_signed_m1d": -0.18057998985149748, "alpha_spy_m1d": -0.17870676553081377, "alpha_c_m1d": -0.17650590329892613, "bench_spy_m1d": -0.0018732243206837085, "bench_c_m1d": -0.004074086552571354, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010984182666340936, "ret_signed_p1d": -0.010984182666340936, "alpha_spy_p1d": 0.0008693646936781541, "alpha_c_p1d": 0.015414469331205605, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.02639865199754654, "ret_p1w": -0.13664325918613363, "ret_signed_p1w": -0.13664325918613363, "alpha_spy_p1w": -0.13386278189398026, "alpha_c_p1w": -0.11551110436719125, "bench_spy_p1w": -0.0027804772921533605, "bench_c_p1w": -0.021132154818942372, "ret_p1m": -0.2249560978798345, "ret_signed_p1m": -0.2249560978798345, "alpha_spy_p1m": -0.22230737670215994, "alpha_c_p1m": -0.18318864291642278, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": -0.04176745496341172, "ret_p3m": -0.22231983370199526, "ret_signed_p3m": -0.22231983370199526, "alpha_spy_p3m": -0.24097930934868328, "alpha_c_p3m": -0.19673445649228083, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": -0.025585377209714433, "ret_p6m": -0.24165201865950103, "ret_signed_p6m": -0.24165201865950103, "alpha_spy_p6m": -0.28906954027745524, "alpha_c_p6m": -0.2902161127095446, "bench_spy_p6m": 0.047417521617954206, "bench_c_p6m": 0.04856409405004358, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2249560978798345, "alpha_spy_stated": -0.22230737670215994, "alpha_c_stated": -0.18318864291642278, "price_path": [-0.7711, -0.786, -0.7913, -0.7909, -0.7926, -0.7847, -0.7663, -0.7711, -0.7342, -0.7469, -0.7386, -0.7408, -0.7197, -0.7083, -0.6872, -0.6929, -0.6916, -0.6643, -0.6643, -0.6344, -0.6437, -0.6749, -0.6696, -0.6608, -0.5949, -0.5496, -0.562, -0.5233, -0.5233, -0.4943, -0.4561, -0.4793, -0.4605, -0.3866, -0.3783, -0.3787, -0.4877, -0.496, -0.4442, -0.4468, -0.4464, -0.3932, -0.3541, -0.326, -0.308, -0.2267, -0.2096, -0.2544, -0.1063, -0.0822, -0.076, -0.1775, -0.1757, -0.1252, -0.2058, -0.2922, -0.2419, -0.0923, -0.0975, -0.123, -0.1393, -0.1621, -0.1806, 0.0, -0.011, 0.0857, -0.0461, -0.0909, -0.1366, -0.1797, -0.2364, -0.344, -0.3691, -0.3695, -0.3594, -0.3576, -0.3603, -0.3783, -0.2658, -0.2302, -0.1586, -0.1586, -0.1059, -0.1349, -0.225, -0.1815, -0.1287, -0.1529, -0.1441, -0.1406, -0.188, -0.1705, -0.2509, -0.3524, -0.3414, -0.3678, -0.3344, -0.2878, -0.2821, -0.301, -0.2873, -0.2873, -0.3326, -0.3374, -0.359, -0.3515, -0.3515, -0.2882, -0.2021, -0.2293, -0.2935, -0.2728, -0.2693, -0.2232, -0.1982, -0.2034, -0.2302, -0.174, -0.174, -0.2127, -0.2214, -0.2359, -0.228, -0.2755, -0.1762, -0.1665, -0.2223, -0.2988, -0.3054, -0.2856, -0.3739, -0.442, -0.3528, -0.2636, -0.2487, -0.2847, -0.2926, -0.2786, -0.2786, -0.3128, -0.3225, -0.3058, -0.3563, -0.3313, -0.2478, -0.2702, -0.2759, -0.3146, -0.3076, -0.3537, -0.2953, -0.3344, -0.4016, -0.3713, -0.3866, -0.3801, -0.3976, -0.3814, -0.3348, -0.337, -0.3554, -0.3568, -0.3844, -0.3458, -0.3462, -0.3023, -0.3695, -0.3961, -0.4721, -0.4345, -0.4446, -0.4367, -0.4367, -0.4134, -0.3844, -0.3225, -0.2812, -0.2737, -0.2197, -0.1894, -0.2091, -0.2381, -0.1489, -0.1525, -0.2074, -0.1459, -0.1788, -0.2004, -0.2021, -0.2417]}
{"unit_id": "orig:1985938695719952483", "ticker_idx": 0, "ts": "2025-11-05T05:14:16+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on hyperscaler orchestration layer (AMZN, GOOGL, MSFT, ORCL, META) as AI datacenter decoupling and founder conviction create durable moats worth $50B–$500B.", "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": "One of the biggest question for me on AI Datacenter is: Is there a MOAT? I think I have the answer.\n\nIt seems like every company is jumping on this trend right. It feels like everybody can do it. What makes your company MOAT sustainable?  It took me a long time to rationalize through it but I think I have the answer. \n\nIt comes down to two things 1) decoupling of orchestration & land/power and 2) conviction & execution\n\n## Decoupling\nIf you really believe demand is so large (which I do), then the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training, and they need to rely on land/power specialists (those that go out acquire land/power). The big hyperscalers just can't scale fast enough by themselves. This causes a decoupling.  Then the next argument, is well in the future they can vertical integrate. Well, at the rate we're building now, all the capacity will be online and they will be locked in. AND all the land/power will be locked in. In other words, it will not be economical (more expensive) for orchestration companies to buy & build themselves. Checkmate, MOAT secured. \n\n## Conviction & Execution\nConviction of the founders matters because it dictates the level of focus and commitment across the entire organization. We've seen this in top-tier founders like Zuckerberg, Sergey, Larry, Elon, and Jeff. We want single minded founders who focus on building great companies. Not the BTC mining one 90%, and dabble 10% AI. This doesn't win customers either, and they will bound to fail. Part of having great founders is you get good execution, always improving, never settling.  Remember the difference between Facebook & MySpace ? Execution. Conviction & Execution over time will be a MOAT.\n\nI'm watching closely at companies for these signals to convince me whether it's a $50B or $500B company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.003517144823169116, "ret_signed_m1d": -0.003517144823169116, "alpha_spy_m1d": -6.363653412255754e-05, "alpha_c_m1d": 0.008513006299869397, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.012030151123038513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028617121300727022, "ret_signed_p1d": -0.028617121300727022, "alpha_spy_p1d": -0.017887667581543587, "alpha_c_p1d": -0.00551084599779228, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.023106275302934742, "ret_p1w": -0.023980815640222364, "ret_signed_p1w": -0.023980815640222364, "alpha_spy_p1w": -0.032540564448900966, "alpha_c_p1w": -0.011038028410581768, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": -0.012942787229640595, "ret_p1m": -0.0842925523386534, "ret_signed_p1m": -0.0842925523386534, "alpha_spy_p1m": -0.09434300258716266, "alpha_c_p1m": -0.07217942850790471, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": -0.012113123830748695, "ret_p3m": -0.028936811841259513, "ret_signed_p3m": -0.028936811841259513, "alpha_spy_p3m": -0.058283548923504624, "alpha_c_p3m": -0.042889535482476426, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.013952723641216913, "ret_p6m": 0.059392489175072116, "ret_signed_p6m": 0.059392489175072116, "alpha_spy_p6m": -0.0072740987770847365, "alpha_c_p6m": 0.07355694286474357, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.014164453689671452, "ret_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": [-0.11, -0.1155, -0.1148, -0.1025, -0.0768, -0.0766, -0.0748, -0.0887, -0.1055, -0.1129, -0.0854, -0.089, -0.0859, -0.0843, -0.0743, -0.0847, -0.0847, -0.0994, -0.0968, -0.058, -0.0714, -0.0574, -0.0478, -0.0794, -0.0809, -0.0881, -0.075, -0.0645, -0.0743, -0.0758, -0.0748, -0.0902, -0.1179, -0.1199, -0.1281, -0.1216, -0.112, -0.1224, -0.1182, -0.1111, -0.1227, -0.1171, -0.1136, -0.0998, -0.0898, -0.1352, -0.1204, -0.1351, -0.1384, -0.1428, -0.1485, -0.1348, -0.1126, -0.1289, -0.1163, -0.1039, -0.0928, -0.0837, -0.0795, -0.1093, -0.0239, 0.0152, -0.0035, 0.0, -0.0286, -0.0231, -0.0072, -0.0044, -0.024, -0.0504, -0.062, -0.0693, -0.1105, -0.11, -0.1321, -0.1179, -0.0956, -0.0821, -0.0841, -0.0841, -0.0679, -0.0652, -0.0631, -0.0712, -0.0843, -0.0826, -0.0932, -0.089, -0.0736, -0.0796, -0.096, -0.1106, -0.1105, -0.1156, -0.0937, -0.0913, -0.087, -0.0722, -0.0712, -0.0712, -0.0707, -0.0725, -0.0706, -0.0775, -0.0775, -0.0947, -0.0685, -0.0371, -0.0345, -0.0156, -0.0113, -0.0149, -0.0304, -0.0542, -0.048, -0.0443, -0.0443, -0.0767, -0.0755, -0.0634, -0.0441, -0.0471, -0.0221, -0.0287, -0.0339, -0.0436, -0.0289, -0.0463, -0.0688, -0.11, -0.1594, -0.1658, -0.1728, -0.1843, -0.2022, -0.2055, -0.2055, -0.196, -0.1815, -0.1812, -0.1602, -0.1796, -0.1664, -0.1581, -0.169, -0.1607, -0.1671, -0.1657, -0.1334, -0.1249, -0.1478, -0.1467, -0.1434, -0.1501, -0.1625, -0.17, -0.1537, -0.1399, -0.1612, -0.1656, -0.1792, -0.1601, -0.1717, -0.1538, -0.1705, -0.2033, -0.1968, -0.1676, -0.1584, -0.1616, -0.1616, -0.1495, -0.1456, -0.1157, -0.0661, -0.0472, -0.0412, -0.0047, -0.0068, -0.002, 0.0014, -0.0077, -0.0012, 0.0206, 0.0195, 0.0551, 0.0436, 0.038, 0.0513, 0.0594]}
{"unit_id": "orig:1985938695719952483", "ticker_idx": 1, "ts": "2025-11-05T05:14:16+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on hyperscaler orchestration layer (AMZN, GOOGL, MSFT, ORCL, META) as AI datacenter decoupling and founder conviction create durable moats worth $50B–$500B.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "One of the biggest question for me on AI Datacenter is: Is there a MOAT? I think I have the answer.\n\nIt seems like every company is jumping on this trend right. It feels like everybody can do it. What makes your company MOAT sustainable?  It took me a long time to rationalize through it but I think I have the answer. \n\nIt comes down to two things 1) decoupling of orchestration & land/power and 2) conviction & execution\n\n## Decoupling\nIf you really believe demand is so large (which I do), then the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training, and they need to rely on land/power specialists (those that go out acquire land/power). The big hyperscalers just can't scale fast enough by themselves. This causes a decoupling.  Then the next argument, is well in the future they can vertical integrate. Well, at the rate we're building now, all the capacity will be online and they will be locked in. AND all the land/power will be locked in. In other words, it will not be economical (more expensive) for orchestration companies to buy & build themselves. Checkmate, MOAT secured. \n\n## Conviction & Execution\nConviction of the founders matters because it dictates the level of focus and commitment across the entire organization. We've seen this in top-tier founders like Zuckerberg, Sergey, Larry, Elon, and Jeff. We want single minded founders who focus on building great companies. Not the BTC mining one 90%, and dabble 10% AI. This doesn't win customers either, and they will bound to fail. Part of having great founders is you get good execution, always improving, never settling.  Remember the difference between Facebook & MySpace ? Execution. Conviction & Execution over time will be a MOAT.\n\nI'm watching closely at companies for these signals to convince me whether it's a $50B or $500B company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02381202048552622, "ret_signed_m1d": -0.02381202048552622, "alpha_spy_m1d": -0.02035851219647966, "alpha_c_m1d": -0.01843379849709903, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.00537822198842719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0015476318382823262, "ret_signed_p1d": 0.0015476318382823262, "alpha_spy_p1d": 0.012277085557465761, "alpha_c_p1d": 0.0105407933322329, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.008993161493950574, "ret_p1w": 0.008441530436885003, "ret_signed_p1w": 0.008441530436885003, "alpha_spy_p1w": -0.00011821837179359918, "alpha_c_p1w": 0.007383479495954193, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.0010580509409308103, "ret_p1m": 0.11716089251573192, "ret_signed_p1m": 0.11716089251573192, "alpha_spy_p1m": 0.10711044226722266, "alpha_c_p1m": 0.09626506519225186, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020895827323480054, "ret_p3m": 0.20964732815183185, "ret_signed_p3m": 0.20964732815183185, "alpha_spy_p3m": 0.18030059106958674, "alpha_c_p3m": 0.1511266174902106, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.058520710661621234, "ret_p6m": 0.3552908843409235, "ret_signed_p6m": 0.3552908843409235, "alpha_spy_p6m": 0.28862429638876663, "alpha_c_p6m": 0.3214327112232096, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.033858173117713886, "ret_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": [-0.2922, -0.2937, -0.2854, -0.2903, -0.2868, -0.2835, -0.2849, -0.2917, -0.2996, -0.298, -0.2758, -0.2673, -0.2721, -0.2709, -0.2563, -0.2518, -0.2518, -0.2573, -0.1894, -0.1837, -0.1742, -0.1768, -0.1572, -0.1588, -0.1545, -0.153, -0.115, -0.1166, -0.1223, -0.1135, -0.1041, -0.1118, -0.1148, -0.1307, -0.1355, -0.1328, -0.1416, -0.1449, -0.1386, -0.1358, -0.137, -0.1192, -0.1356, -0.1396, -0.1505, -0.1679, -0.1413, -0.1367, -0.1171, -0.1155, -0.1091, -0.0976, -0.1191, -0.1147, -0.1098, -0.0858, -0.0529, -0.0592, -0.0343, -0.01, -0.011, -0.0021, -0.0238, 0.0, 0.0015, -0.0193, 0.0204, 0.0246, 0.0084, -0.0202, -0.0278, 0.0025, -0.0001, 0.0299, 0.0181, 0.054, 0.1205, 0.1376, 0.1254, 0.1254, 0.1262, 0.1076, 0.1108, 0.1242, 0.1172, 0.13, 0.1042, 0.116, 0.127, 0.0996, 0.0886, 0.0848, 0.079, 0.0443, 0.0645, 0.0811, 0.0903, 0.1064, 0.1055, 0.1055, 0.1034, 0.1036, 0.1046, 0.1016, 0.1016, 0.1092, 0.1141, 0.1063, 0.1332, 0.1454, 0.1564, 0.168, 0.1825, 0.182, 0.1712, 0.1615, 0.1615, 0.1333, 0.1558, 0.1634, 0.1542, 0.1729, 0.1775, 0.1826, 0.1905, 0.1896, 0.2096, 0.1956, 0.1722, 0.1659, 0.1363, 0.1415, 0.1213, 0.0945, 0.0876, 0.076, 0.076, 0.063, 0.0676, 0.0659, 0.1086, 0.0963, 0.0942, 0.1013, 0.0819, 0.0973, 0.0788, 0.0685, 0.0669, 0.059, 0.0507, 0.079, 0.0814, 0.0873, 0.0691, 0.0647, 0.0762, 0.0951, 0.0837, 0.0817, 0.0601, 0.0639, 0.0229, 0.0247, -0.0106, -0.0338, -0.0367, 0.0128, 0.0474, 0.0417, 0.0417, 0.0566, 0.0759, 0.1176, 0.1217, 0.1173, 0.1317, 0.1725, 0.1874, 0.1835, 0.2034, 0.1884, 0.1703, 0.1951, 0.1936, 0.213, 0.2339, 0.2319, 0.2325, 0.3553]}
{"unit_id": "orig:1985938695719952483", "ticker_idx": 2, "ts": "2025-11-05T05:14:16+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on hyperscaler orchestration layer (AMZN, GOOGL, MSFT, ORCL, META) as AI datacenter decoupling and founder conviction create durable moats worth $50B–$500B.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "One of the biggest question for me on AI Datacenter is: Is there a MOAT? 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In other words, it will not be economical (more expensive) for orchestration companies to buy & build themselves. Checkmate, MOAT secured. \n\n## Conviction & Execution\nConviction of the founders matters because it dictates the level of focus and commitment across the entire organization. We've seen this in top-tier founders like Zuckerberg, Sergey, Larry, Elon, and Jeff. We want single minded founders who focus on building great companies. Not the BTC mining one 90%, and dabble 10% AI. This doesn't win customers either, and they will bound to fail. Part of having great founders is you get good execution, always improving, never settling.  Remember the difference between Facebook & MySpace ? Execution. Conviction & Execution over time will be a MOAT.\n\nI'm watching closely at companies for these signals to convince me whether it's a $50B or $500B company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014137492285348552, "ret_signed_m1d": 0.014137492285348552, "alpha_spy_m1d": 0.01759100057439511, "alpha_c_m1d": 0.01759100057439511, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034535082890465585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01983597948702054, "ret_signed_p1d": -0.01983597948702054, "alpha_spy_p1d": -0.009106525767837104, "alpha_c_p1d": -0.009106525767837104, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.010729453719183435, "ret_p1w": 0.007847568661608406, "ret_signed_p1w": 0.007847568661608406, "alpha_spy_p1w": -0.0007121801470701961, "alpha_c_p1w": -0.0007121801470701961, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.008559748808678602, "ret_p1m": -0.05012240499473419, "ret_signed_p1m": -0.05012240499473419, "alpha_spy_p1m": -0.06017285524324345, "alpha_c_p1m": -0.06017285524324345, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.010050450248509257, "ret_p3m": -0.16365173568756564, "ret_signed_p3m": -0.16365173568756564, "alpha_spy_p3m": -0.19299847276981075, "alpha_c_p3m": -0.19299847276981075, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.02934673708224511, "ret_p6m": -0.19261044183516174, "ret_signed_p6m": -0.19261044183516174, "alpha_spy_p6m": -0.2592770297873186, "alpha_c_p6m": -0.2592770297873186, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.06666658795215685, "ret_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": [0.0277, 0.0271, 0.0418, 0.0248, 0.0285, 0.024, 0.0179, 0.0035, -0.0045, -0.0058, 0.0001, -0.0057, -0.0101, -0.0008, 0.0049, -0.0009, -0.0009, -0.004, -0.0036, 0.0016, -0.024, -0.0177, -0.0173, -0.0134, -0.0121, 0.0054, 0.0162, 0.0037, 0.0056, 0.0025, 0.0212, 0.0144, 0.0041, 0.0059, -0.0003, 0.0085, 0.0147, 0.0213, 0.0247, 0.0169, 0.0201, 0.0422, 0.0332, 0.0349, 0.03, 0.0075, 0.0136, 0.0126, 0.0124, 0.0088, 0.0127, 0.019, 0.0207, 0.0264, 0.0264, 0.0324, 0.048, 0.0688, 0.0678, 0.0367, 0.021, 0.0195, 0.0141, 0.0, -0.0198, -0.0204, -0.0023, 0.003, 0.0078, -0.0076, 0.006, 0.0007, -0.0264, -0.0395, -0.0549, -0.0673, -0.0636, -0.0577, -0.0409, -0.0409, -0.0281, -0.0385, -0.032, -0.0563, -0.0501, -0.0455, -0.03, -0.028, -0.0546, -0.0449, -0.0547, -0.062, -0.0589, -0.0594, -0.0439, -0.0401, -0.0421, -0.0382, -0.0359, -0.0359, -0.0366, -0.0378, -0.037, -0.0446, -0.0446, -0.0657, -0.0659, -0.0547, -0.0449, -0.0555, -0.0532, -0.0574, -0.0702, -0.0925, -0.0979, -0.0916, -0.0916, -0.1021, -0.1227, -0.1088, -0.0795, -0.071, -0.0506, -0.0486, -0.1436, -0.15, -0.1637, -0.1877, -0.1818, -0.2223, -0.2076, -0.183, -0.1836, -0.2012, -0.2062, -0.2072, -0.2072, -0.216, -0.2106, -0.2111, -0.2135, -0.2388, -0.2298, -0.2068, -0.2046, -0.2224, -0.2109, -0.2002, -0.1977, -0.1869, -0.1903, -0.1894, -0.1966, -0.1984, -0.2043, -0.2168, -0.2081, -0.2092, -0.2243, -0.2298, -0.2439, -0.2417, -0.262, -0.2654, -0.2754, -0.2936, -0.2893, -0.2671, -0.2687, -0.2606, -0.2606, -0.2617, -0.2629, -0.2588, -0.2613, -0.2657, -0.239, -0.2217, -0.1858, -0.1679, -0.1629, -0.1722, -0.1602, -0.1428, -0.1768, -0.1593, -0.1589, -0.1501, -0.1596, -0.1926]}
{"unit_id": "orig:1985938695719952483", "ticker_idx": 3, "ts": "2025-11-05T05:14:16+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on hyperscaler orchestration layer (AMZN, GOOGL, MSFT, ORCL, META) as AI datacenter decoupling and founder conviction create durable moats worth $50B–$500B.", "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": "One of the biggest question for me on AI Datacenter is: Is there a MOAT? I think I have the answer.\n\nIt seems like every company is jumping on this trend right. It feels like everybody can do it. What makes your company MOAT sustainable?  It took me a long time to rationalize through it but I think I have the answer. \n\nIt comes down to two things 1) decoupling of orchestration & land/power and 2) conviction & execution\n\n## Decoupling\nIf you really believe demand is so large (which I do), then the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training, and they need to rely on land/power specialists (those that go out acquire land/power). The big hyperscalers just can't scale fast enough by themselves. This causes a decoupling.  Then the next argument, is well in the future they can vertical integrate. Well, at the rate we're building now, all the capacity will be online and they will be locked in. AND all the land/power will be locked in. In other words, it will not be economical (more expensive) for orchestration companies to buy & build themselves. Checkmate, MOAT secured. \n\n## Conviction & Execution\nConviction of the founders matters because it dictates the level of focus and commitment across the entire organization. We've seen this in top-tier founders like Zuckerberg, Sergey, Larry, Elon, and Jeff. We want single minded founders who focus on building great companies. Not the BTC mining one 90%, and dabble 10% AI. This doesn't win customers either, and they will bound to fail. Part of having great founders is you get good execution, always improving, never settling.  Remember the difference between Facebook & MySpace ? Execution. Conviction & Execution over time will be a MOAT.\n\nI'm watching closely at companies for these signals to convince me whether it's a $50B or $500B company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008549371223462887, "ret_signed_m1d": -0.008549371223462887, "alpha_spy_m1d": -0.005095862934416329, "alpha_c_m1d": -0.005095862934416329, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034535082890465585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026007715962397926, "ret_signed_p1d": -0.026007715962397926, "alpha_spy_p1d": -0.015278262243214491, "alpha_c_p1d": -0.015278262243214491, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.010729453719183435, "ret_p1w": -0.09316441000843778, "ret_signed_p1w": -0.09316441000843778, "alpha_spy_p1w": -0.10172415881711638, "alpha_c_p1w": -0.10172415881711638, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.008559748808678602, "ret_p1m": -0.1437416781019133, "ret_signed_p1m": -0.1437416781019133, "alpha_spy_p1m": -0.15379212835042255, "alpha_c_p1m": -0.15379212835042255, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.010050450248509257, "ret_p3m": -0.3588626018093706, "ret_signed_p3m": -0.3588626018093706, "alpha_spy_p3m": -0.3882093388916157, "alpha_c_p3m": -0.3882093388916157, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.02934673708224511, "ret_p6m": -0.3512772812128564, "ret_signed_p6m": -0.3512772812128564, "alpha_spy_p6m": -0.41794386916501325, "alpha_c_p6m": -0.41794386916501325, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.06666658795215685, "ret_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": [-0.0028, 0.0077, 0.0124, -0.0262, -0.0231, -0.0098, -0.0067, -0.0643, -0.0626, -0.0701, -0.0573, -0.0612, -0.0659, -0.0596, -0.0416, -0.0982, -0.0982, -0.1015, -0.1089, -0.1106, -0.0716, -0.0489, -0.0368, 0.3094, 0.2278, 0.1653, 0.205, 0.223, 0.2021, 0.183, 0.231, 0.3087, 0.2516, 0.2302, 0.1619, 0.1305, 0.1277, 0.1216, 0.1526, 0.1517, 0.1412, 0.1629, 0.1336, 0.1511, 0.1864, 0.1704, 0.2305, 0.1945, 0.213, 0.2504, 0.1638, 0.1073, 0.0992, 0.0893, 0.1189, 0.1319, 0.1242, 0.1219, 0.0998, 0.0263, 0.0491, 0.0301, -0.0085, 0.0, -0.026, -0.0441, -0.0379, -0.0566, -0.0932, -0.1308, -0.1097, -0.1216, -0.1191, -0.099, -0.1583, -0.2059, -0.1999, -0.2129, -0.1812, -0.1812, -0.1932, -0.1972, -0.1966, -0.1701, -0.1437, -0.1308, -0.1189, -0.115, -0.1091, -0.2056, -0.2411, -0.2612, -0.2463, -0.287, -0.2808, -0.2331, -0.2075, -0.2196, -0.211, -0.211, -0.209, -0.2194, -0.2121, -0.2213, -0.2213, -0.2181, -0.2306, -0.226, -0.2296, -0.2423, -0.2048, -0.1801, -0.1897, -0.2245, -0.2395, -0.2346, -0.2346, -0.2793, -0.3035, -0.2863, -0.2904, -0.2692, -0.2994, -0.3078, -0.323, -0.3408, -0.3589, -0.3805, -0.4125, -0.4533, -0.4279, -0.3728, -0.3595, -0.3705, -0.3732, -0.3585, -0.3585, -0.3833, -0.3744, -0.373, -0.4068, -0.434, -0.4146, -0.4076, -0.3979, -0.4176, -0.4022, -0.4031, -0.3897, -0.38, -0.3873, -0.3929, -0.4016, -0.3466, -0.3625, -0.3787, -0.3752, -0.3804, -0.3875, -0.377, -0.4004, -0.3818, -0.4108, -0.4151, -0.428, -0.4406, -0.444, -0.4107, -0.4183, -0.4137, -0.4137, -0.417, -0.4265, -0.4246, -0.4459, -0.4449, -0.3745, -0.3448, -0.3174, -0.2831, -0.2963, -0.2862, -0.2718, -0.2463, -0.2914, -0.3035, -0.3048, -0.3329, -0.3415, -0.3513]}
{"unit_id": "orig:1985938695719952483", "ticker_idx": 4, "ts": "2025-11-05T05:14:16+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish on hyperscaler orchestration layer (AMZN, GOOGL, MSFT, ORCL, META) as AI datacenter decoupling and founder conviction create durable moats worth $50B–$500B.", "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": "One of the biggest question for me on AI Datacenter is: Is there a MOAT? I think I have the answer.\n\nIt seems like every company is jumping on this trend right. It feels like everybody can do it. What makes your company MOAT sustainable?  It took me a long time to rationalize through it but I think I have the answer. \n\nIt comes down to two things 1) decoupling of orchestration & land/power and 2) conviction & execution\n\n## Decoupling\nIf you really believe demand is so large (which I do), then the orchestration companies ( $AMZN $GOOGL $MSFT $ORCL $META ) want to focus on the orchestration & training, and they need to rely on land/power specialists (those that go out acquire land/power). The big hyperscalers just can't scale fast enough by themselves. This causes a decoupling.  Then the next argument, is well in the future they can vertical integrate. Well, at the rate we're building now, all the capacity will be online and they will be locked in. AND all the land/power will be locked in. In other words, it will not be economical (more expensive) for orchestration companies to buy & build themselves. Checkmate, MOAT secured. \n\n## Conviction & Execution\nConviction of the founders matters because it dictates the level of focus and commitment across the entire organization. We've seen this in top-tier founders like Zuckerberg, Sergey, Larry, Elon, and Jeff. We want single minded founders who focus on building great companies. Not the BTC mining one 90%, and dabble 10% AI. This doesn't win customers either, and they will bound to fail. Part of having great founders is you get good execution, always improving, never settling.  Remember the difference between Facebook & MySpace ? Execution. Conviction & Execution over time will be a MOAT.\n\nI'm watching closely at companies for these signals to convince me whether it's a $50B or $500B company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01357023648874911, "ret_signed_m1d": -0.01357023648874911, "alpha_spy_m1d": -0.010116728199702552, "alpha_c_m1d": -0.00819201450032192, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.00537822198842719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02674739636056278, "ret_signed_p1d": -0.02674739636056278, "alpha_spy_p1d": -0.016017942641379346, "alpha_c_p1d": -0.017754234866612206, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.008993161493950574, "ret_p1w": -0.042361823706147606, "ret_signed_p1w": -0.042361823706147606, "alpha_spy_p1w": -0.05092157251482621, "alpha_c_p1w": -0.043419874647078416, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.0010580509409308103, "ret_p1m": 0.04022333295100178, "ret_signed_p1m": 0.04022333295100178, "alpha_spy_p1m": 0.03017288270249252, "alpha_c_p1m": 0.019327505627521724, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020895827323480054, "ret_p3m": 0.11170073138231329, "ret_signed_p3m": 0.11170073138231329, "alpha_spy_p3m": 0.08235399430006818, "alpha_c_p3m": 0.053180020720692056, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.058520710661621234, "ret_p6m": -0.0361924934201765, "ret_signed_p6m": -0.0361924934201765, "alpha_spy_p6m": -0.10285908137233335, "alpha_c_p6m": -0.07005066653789038, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": 0.033858173117713886, "ret_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": [0.2089, 0.2035, 0.2414, 0.2258, 0.229, 0.2339, 0.2058, 0.1809, 0.175, 0.1614, 0.1861, 0.1837, 0.185, 0.1744, 0.1803, 0.1608, 0.1608, 0.1551, 0.1582, 0.1764, 0.1824, 0.1822, 0.2032, 0.1817, 0.18, 0.1873, 0.2016, 0.2241, 0.219, 0.2261, 0.2231, 0.2032, 0.1878, 0.1961, 0.1776, 0.1695, 0.169, 0.1548, 0.128, 0.1433, 0.1173, 0.1253, 0.1213, 0.1288, 0.1534, 0.109, 0.1254, 0.1143, 0.1283, 0.1197, 0.1273, 0.1513, 0.153, 0.1533, 0.1542, 0.161, 0.1806, 0.1816, 0.182, 0.048, 0.0195, 0.0028, -0.0136, 0.0, -0.0267, -0.0224, -0.0066, -0.0139, -0.0424, -0.041, -0.0417, -0.0534, -0.0602, -0.0718, -0.0736, -0.0656, -0.036, 0.0004, -0.0037, -0.0037, 0.0189, 0.0077, 0.0175, 0.0057, 0.0402, 0.0589, 0.0485, 0.033, 0.0223, 0.0264, 0.013, 0.019, 0.0342, 0.0221, 0.0457, 0.0367, 0.041, 0.0464, 0.0505, 0.0505, 0.0438, 0.0366, 0.048, 0.0388, 0.0388, 0.0236, 0.0368, 0.0396, 0.0209, 0.0167, 0.0277, 0.0103, -0.0068, -0.0313, -0.023, -0.0239, -0.0239, -0.0493, -0.0354, 0.0192, 0.0367, 0.0581, 0.0591, 0.0524, 0.1619, 0.1276, 0.1117, 0.0886, 0.0528, 0.0547, 0.041, 0.0658, 0.0555, 0.0523, 0.0226, 0.0068, 0.0068, 0.0061, 0.0123, 0.0147, 0.0318, 0.0029, 0.0061, 0.0287, 0.034, 0.0201, 0.0285, 0.0309, 0.0508, 0.0396, 0.0148, 0.0188, 0.0293, 0.0306, 0.0043, -0.0342, -0.0117, -0.0193, -0.0303, -0.0444, -0.0649, -0.0486, -0.0661, -0.063, -0.1376, -0.1719, -0.1552, -0.0988, -0.0877, -0.0952, -0.0952, -0.0974, -0.0942, -0.0354, -0.0102, -0.0079, -0.0006, 0.0435, 0.0578, 0.0661, 0.0845, 0.0567, 0.0535, 0.0627, 0.0382, 0.0632, 0.0689, 0.0574, 0.0539, -0.0362]}
{"unit_id": "thread:1985706998617276476", "ticker_idx": 0, "ts": "2025-11-04T13:53:35+00:00", "symbol": "WGMI", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "seriously considering $WGMI because it's hard to keep track all of them and it has decent allocations", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Considering buying WGMI ETF as a convenient diversified play on crypto mining/GPU-related names.", "resolved_tickers": ["WGMI"], "resolution_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": "@HedgeInsider Yes, i've been seeing a lot of the legendary investor Bill Tai (chair of the board) talking. They made of traction on the getting GPUs running. I think it's interesting.\n\n---\n\n@HedgeInsider seriously considering $WGMI because it's hard to keep track all of them and it has decent allocations.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05167694265453715, "ret_signed_m1d": 0.05167694265453715, "alpha_spy_m1d": 0.0396812032291205, "alpha_c_m1d": 0.0396812032291205, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.011995739425416652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0639972923742933, "ret_signed_p1d": 0.0639972923742933, "alpha_spy_p1d": 0.06053181603398006, "alpha_c_p1d": 0.06053181603398006, "bench_spy_p1d": 0.003465476340313245, "bench_c_p1d": 0.003465476340313245, "ret_p1w": -0.14356604357984937, "ret_signed_p1w": -0.14356604357984937, "alpha_spy_p1w": -0.15505814787333438, "alpha_c_p1w": -0.15505814787333438, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.22193699025992353, "ret_signed_p1m": -0.22193699025992353, "alpha_spy_p1m": -0.23474724057460428, "alpha_c_p1m": -0.23474724057460428, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.22895273045579567, "ret_signed_p3m": -0.22895273045579567, "alpha_spy_p3m": -0.25675719935632624, "alpha_c_p3m": -0.25675719935632624, "bench_spy_p3m": 0.027804468900530566, "bench_c_p3m": 0.027804468900530566, "ret_p6m": -0.22347703397489316, "ret_signed_p6m": -0.22347703397489316, "alpha_spy_p6m": -0.283295326137771, "alpha_c_p6m": -0.283295326137771, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.05981829216287782, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22193699025992353, "alpha_spy_stated": -0.23474724057460428, "alpha_c_stated": -0.23474724057460428, "price_path": [-0.5659, -0.5729, -0.5712, -0.5652, -0.5637, -0.5385, -0.5431, -0.5159, -0.5448, -0.5334, -0.54, -0.5159, -0.5104, -0.4971, -0.4985, -0.4923, -0.476, -0.476, -0.4586, -0.4747, -0.5009, -0.4961, -0.492, -0.4331, -0.3927, -0.3896, -0.3614, -0.3373, -0.3179, -0.2959, -0.2967, -0.2888, -0.2476, -0.2659, -0.23, -0.2786, -0.3051, -0.2435, -0.243, -0.2288, -0.2045, -0.1754, -0.1052, -0.0866, -0.0524, -0.0149, -0.053, 0.0414, 0.0915, 0.1277, 0.0152, -0.0036, 0.0228, -0.0416, -0.1218, -0.0756, 0.0204, 0.0411, 0.0178, 0.0036, -0.0296, -0.018, 0.0517, 0.0, 0.064, -0.0323, -0.0573, -0.0832, -0.1436, -0.1833, -0.2818, -0.3063, -0.2998, -0.2842, -0.3087, -0.3368, -0.3491, -0.2621, -0.2531, -0.2108, -0.2108, -0.1713, -0.1913, -0.2526, -0.2219, -0.1908, -0.2209, -0.2055, -0.1884, -0.2144, -0.207, -0.2687, -0.351, -0.3436, -0.3753, -0.3585, -0.2967, -0.2782, -0.2897, -0.2846, -0.2846, -0.3198, -0.3263, -0.3451, -0.3451, -0.3451, -0.2805, -0.2136, -0.2302, -0.2588, -0.2385, -0.2296, -0.1867, -0.1638, -0.1626, -0.179, -0.1263, -0.1263, -0.1751, -0.1802, -0.197, -0.1591, -0.2029, -0.129, -0.121, -0.166, -0.229, -0.2396, -0.2248, -0.3106, -0.3972, -0.3082, -0.25, -0.2707, -0.2875, -0.3138, -0.2926, -0.2926, -0.3155, -0.3149, -0.3037, -0.3353, -0.3196, -0.2692, -0.2755, -0.2784, -0.3176, -0.3082, -0.3518, -0.295, -0.3284, -0.3828, -0.3612, -0.3607, -0.334, -0.3504, -0.3451, -0.3078, -0.3133, -0.3309, -0.3309, -0.3552, -0.3258, -0.3349, -0.3104, -0.3655, -0.3978, -0.4468, -0.4042, -0.4035, -0.3881, -0.3881, -0.372, -0.3571, -0.3068, -0.2923, -0.2781, -0.2358, -0.1867, -0.1906, -0.2029, -0.1603, -0.1542, -0.1875, -0.1431, -0.1413, -0.1509, -0.1605, -0.2029, -0.2235]}
{"unit_id": "quote:1982877888665006083", "ticker_idx": 0, "ts": "2025-10-27T18:31:43+00:00", "symbol": "GLD", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GLD ROTATION CONTINUES 🔄", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Rotation into gold/GLD continues.", "resolved_tickers": ["GLD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "$GLD ROTATION CONTINUES 🔄 https://t.co/mjfcXE753s", "reply_text": null, "parent_text": null, "quoted_text": "ROTATION 🔁", "parent_author": null, "ret_m1d": 0.028636764579687224, "ret_signed_m1d": 0.028636764579687224, "alpha_spy_m1d": 0.0402968670950441, "alpha_c_m1d": 0.0402968670950441, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.011660102515356874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007166030388359279, "ret_signed_p1d": -0.007166030388359279, "alpha_spy_p1d": -0.009822046407439111, "alpha_c_p1d": -0.009822046407439111, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.002656016019079832, "ret_p1w": 0.004822726810100431, "ret_signed_p1w": 0.004822726810100431, "alpha_spy_p1w": 0.007595404924560789, "alpha_c_p1w": 0.007595404924560789, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.0027726781144603585, "ret_p1m": 0.03561204451885991, "ret_signed_p1m": 0.03561204451885991, "alpha_spy_p1m": 0.05052656146863199, "alpha_c_p1m": 0.05052656146863199, "bench_spy_p1m": -0.014914516949772083, "bench_c_p1m": -0.014914516949772083, "ret_p3m": 0.23100187058505006, "ret_signed_p3m": 0.23100187058505006, "alpha_spy_p3m": 0.22257283212320078, "alpha_c_p3m": 0.22257283212320078, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.00842903846184928, "ret_p6m": 0.17045855942333832, "ret_signed_p6m": 0.17045855942333832, "alpha_spy_p6m": 0.1371139460598434, "alpha_c_p6m": 0.1371139460598434, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.033344613363494924, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03561204451885991, "alpha_spy_stated": 0.05052656146863199, "alpha_c_stated": 0.05052656146863199, "price_path": [-0.18, -0.1745, -0.1578, -0.1529, -0.1522, -0.154, -0.1468, -0.147, -0.1593, -0.1601, -0.1575, -0.1628, -0.1623, -0.1636, -0.1682, -0.1598, -0.1627, -0.1538, -0.1558, -0.1497, -0.148, -0.1416, -0.1333, -0.1333, -0.1129, -0.1059, -0.1099, -0.098, -0.0877, -0.0898, -0.0865, -0.0879, -0.0861, -0.0766, -0.0747, -0.0819, -0.0855, -0.0758, -0.0598, -0.056, -0.0645, -0.0607, -0.0552, -0.0396, -0.0314, -0.0299, -0.0333, -0.0255, -0.0072, -0.002, 0.0144, -0.0043, 0.0057, 0.0302, 0.0375, 0.0555, 0.0802, 0.0599, 0.0985, 0.0279, 0.028, 0.0321, 0.0286, 0.0, -0.0072, -0.0109, 0.0085, 0.003, 0.0048, -0.0128, -0.0014, -0.0026, 0.0035, 0.031, 0.035, 0.0517, 0.0432, 0.0244, 0.0126, 0.02, 0.0217, 0.0214, 0.0198, 0.0359, 0.0356, 0.0439, 0.0439, 0.0569, 0.062, 0.0551, 0.0541, 0.0548, 0.0529, 0.0502, 0.0556, 0.0601, 0.0715, 0.0775, 0.0784, 0.0787, 0.088, 0.086, 0.0872, 0.1123, 0.1271, 0.1224, 0.1224, 0.1355, 0.0861, 0.0869, 0.0798, 0.0798, 0.0852, 0.1138, 0.1258, 0.115, 0.1212, 0.1293, 0.1505, 0.1488, 0.1606, 0.1535, 0.1479, 0.1479, 0.1913, 0.2087, 0.231, 0.2479, 0.2662, 0.2972, 0.3475, 0.3512, 0.2124, 0.1638, 0.2378, 0.2369, 0.204, 0.241, 0.2725, 0.2599, 0.2742, 0.2299, 0.2605, 0.2605, 0.2212, 0.2487, 0.2522, 0.2769, 0.3114, 0.2932, 0.2899, 0.301, 0.3181, 0.3351, 0.2756, 0.2855, 0.2701, 0.2902, 0.2875, 0.302, 0.2976, 0.2721, 0.2557, 0.2545, 0.2514, 0.2118, 0.1618, 0.1263, 0.1009, 0.1011, 0.1343, 0.0916, 0.1299, 0.1296, 0.1724, 0.1929, 0.17, 0.17, 0.1652, 0.1766, 0.184, 0.1932, 0.1911, 0.1862, 0.2127, 0.2001, 0.1991, 0.215, 0.2046, 0.1705]}
{"unit_id": "quote:1975593338196594823", "ticker_idx": 0, "ts": "2025-10-07T16:05:31+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 > Real estate", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author argues BTC is superior to real estate as a store of value; explicitly bullish on Bitcoin over property.", "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": "I want to lightly touch on this topic of real estate vs $BTC.\n\nI owned few rental homes in my life and I bought them perfect timing after 2008 crash yet I didn't make that much money.  It wasn't until I watched a video from Michael Saylor that gave me a light bulb moment. \n\nMichael argued that real estate is inflationary (WOW, what a statement). This is completely different than what we are taught! The more I thought about it, the more I realized it is true.  Think about it, as soon as there are real estate becomes cheaper....my friends are also buying rentals, the real estate developer buys up more land and construct further out, and there are plentiful of house flippers ready to leverage and flip homes.  Banks are happy to give loan to anyone ready to make a few bucks, fueling inflationary housing market....The housing market is inflationary because everyone has access to it and understands it.\n\nThink deeper.  BTC > Real estate.", "reply_text": null, "parent_text": null, "quoted_text": "@williamwallets8 ‼️‼️so many without real estate want to give their opinion on this but reality is, unless they’re witnessing first hand the shift that is happening, they don’t really know what they’re talking about.\n\nBitcoin is the way to go man", "parent_author": null, "ret_m1d": 0.027180822161542606, "ret_signed_m1d": 0.027180822161542606, "alpha_spy_m1d": 0.023459511461116467, "alpha_c_m1d": 0.023459511461116467, "bench_spy_m1d": 0.003721310700426139, "bench_c_m1d": 0.003721310700426139, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01567280940669602, "ret_signed_p1d": 0.01567280940669602, "alpha_spy_p1d": 0.009709754137124715, "alpha_c_p1d": 0.009709754137124715, "bench_spy_p1d": 0.005963055269571305, "bench_c_p1d": 0.005963055269571305, "ret_p1w": -0.06860950083099737, "ret_signed_p1w": -0.06860950083099737, "alpha_spy_p1w": -0.05831241219259742, "alpha_c_p1w": -0.05831241219259742, "bench_spy_p1w": -0.010297088638399954, "bench_c_p1w": -0.010297088638399954, "ret_p1m": -0.14458087234880568, "ret_signed_p1m": -0.14458087234880568, "alpha_spy_p1m": -0.15722446255414602, "alpha_c_p1m": -0.15722446255414602, "bench_spy_p1m": 0.012643590205340338, "bench_c_p1m": 0.012643590205340338, "ret_p3m": -0.25941810435078283, "ret_signed_p3m": -0.25941810435078283, "alpha_spy_p3m": -0.2834327493606801, "alpha_c_p3m": -0.2834327493606801, "bench_spy_p3m": 0.02401464500989725, "bench_c_p3m": 0.02401464500989725, "ret_p6m": -0.43945838152702177, "ret_signed_p6m": -0.43945838152702177, "alpha_spy_p6m": -0.4242905983414489, "alpha_c_p6m": -0.4242905983414489, "bench_spy_p6m": -0.01516778318557288, "bench_c_p6m": -0.01516778318557288, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14458087234880568, "alpha_spy_stated": -0.15722446255414602, "alpha_c_stated": -0.15722446255414602, "price_path": [-0.045, -0.0324, -0.0132, -0.0303, -0.0223, -0.0178, -0.0284, -0.033, -0.012, -0.0222, -0.0254, -0.0314, -0.029, -0.0291, -0.0298, -0.0469, -0.067, -0.0525, -0.0602, -0.0529, -0.0326, -0.0392, -0.0224, -0.0105, 0.0156, -0.0255, -0.0334, -0.0428, -0.071, -0.0591, -0.0744, -0.0377, -0.0933, -0.0794, -0.0842, -0.0733, -0.1074, -0.1005, -0.0844, -0.0801, -0.0883, -0.0889, -0.0772, -0.0817, -0.0617, -0.0489, -0.044, -0.0495, -0.0379, -0.041, -0.0355, -0.0474, -0.0717, -0.0777, -0.0669, -0.1021, -0.0967, -0.0581, -0.0609, -0.0231, -0.0063, 0.0067, 0.0272, 0.0, 0.0157, 0.0021, -0.0678, -0.0509, -0.0686, -0.0878, -0.1092, -0.1234, -0.0894, -0.1068, -0.1133, -0.0937, -0.0858, -0.0604, -0.0699, -0.0938, -0.1082, -0.0979, -0.1227, -0.1635, -0.1446, -0.1659, -0.1489, -0.1273, -0.1519, -0.1629, -0.1791, -0.2228, -0.2417, -0.2347, -0.2469, -0.2867, -0.2994, -0.2732, -0.2808, -0.2547, -0.2484, -0.2514, -0.2893, -0.2478, -0.2299, -0.2413, -0.264, -0.2537, -0.2368, -0.2423, -0.2383, -0.2567, -0.2884, -0.2767, -0.2907, -0.2963, -0.2746, -0.2714, -0.2803, -0.2786, -0.2817, -0.2812, -0.2825, -0.2719, -0.2795, -0.2694, -0.2594, -0.227, -0.2283, -0.2482, -0.2505, -0.2547, -0.2491, -0.2151, -0.2019, -0.2133, -0.2135, -0.2379, -0.2729, -0.2641, -0.2634, -0.263, -0.2732, -0.2664, -0.2657, -0.3037, -0.3073, -0.3521, -0.3773, -0.3988, -0.4837, -0.4191, -0.4226, -0.4336, -0.4484, -0.4547, -0.433, -0.4332, -0.4443, -0.4531, -0.4487, -0.4401, -0.468, -0.4724, -0.4404, -0.4446, -0.4575, -0.4337, -0.4377, -0.4013, -0.4167, -0.439, -0.4368, -0.4242, -0.422, -0.4196, -0.4157, -0.3836, -0.3913, -0.4134, -0.4244, -0.4193, -0.4161, -0.4194, -0.4129, -0.4336, -0.4538, -0.4509, -0.4382, -0.4395]}
{"unit_id": "reply:1972730736160481789", "ticker_idx": 0, "ts": "2025-09-29T18:30:33+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD is one in a thousand", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Held long HOOD since September; describes it as a one-in-a-thousand opportunity.", "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": "reply_other", "lang": "en", "tweet_text": "@wouterbax September last year. $HOOD is one in a thousand. https://t.co/cZIDbDmvQ6", "reply_text": null, "parent_text": "@DeepValueBagger Amazing! How long did it take you to accumulate this position size? 🥳", "quoted_text": null, "parent_author": "wouterbax", "ret_m1d": -0.10927444637225414, "ret_signed_m1d": -0.10927444637225414, "alpha_spy_m1d": -0.10647187606366171, "alpha_c_m1d": -0.10428643366664936, "bench_spy_m1d": -0.0028025703085924336, "bench_c_m1d": -0.004988012705604783, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04724979079432523, "ret_signed_p1d": 0.04724979079432523, "alpha_spy_p1d": 0.0434829560389669, "alpha_c_p1d": 0.052053054362865336, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": -0.004803263568540106, "ret_p1w": 0.05514916046527252, "ret_signed_p1w": 0.05514916046527252, "alpha_spy_p1w": 0.0432006823599822, "alpha_c_p1w": 0.06309301670048462, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": -0.007943856235212099, "ret_p1m": 0.06970449600796069, "ret_signed_p1m": 0.06970449600796069, "alpha_spy_p1m": 0.03447671391633311, "alpha_c_p1m": 0.09076489898934093, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": -0.021060402981380233, "ret_p3m": -0.11907547274678965, "ret_signed_p3m": -0.11907547274678965, "alpha_spy_p3m": -0.16237946798583247, "alpha_c_p3m": -0.15223230764454632, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.03315683489775667, "ret_p6m": -0.4947337535527019, "ret_signed_p6m": -0.4947337535527019, "alpha_spy_p6m": -0.4845167602069518, "alpha_c_p6m": -0.4130126477114192, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.08172110584128267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06970449600796069, "alpha_spy_stated": 0.03447671391633311, "alpha_c_stated": 0.09076489898934093, "price_path": [-0.2834, -0.3095, -0.3095, -0.3164, -0.3324, -0.3085, -0.2781, -0.2807, -0.2689, -0.2719, -0.2448, -0.2287, -0.1973, -0.2368, -0.255, -0.2534, -0.2545, -0.2331, -0.2191, -0.2443, -0.224, -0.2463, -0.2693, -0.222, -0.2286, -0.2273, -0.1864, -0.1616, -0.169, -0.1655, -0.2055, -0.1902, -0.1649, -0.1587, -0.2137, -0.2295, -0.2225, -0.2004, -0.2105, -0.2042, -0.2472, -0.2416, -0.2391, -0.2391, -0.2624, -0.2626, -0.2473, -0.2594, -0.1422, -0.1333, -0.1409, -0.1388, -0.1586, -0.1601, -0.1415, -0.1322, -0.1156, -0.0873, -0.0865, -0.0769, -0.0726, -0.1029, -0.1093, 0.0, 0.0472, 0.0177, 0.0657, 0.0874, 0.0551, 0.0606, 0.1035, 0.1151, 0.0164, 0.029, -0.0129, -0.0188, -0.0386, -0.0498, -0.0067, -0.0357, -0.0695, -0.0175, 0.0225, 0.0669, 0.0697, 0.0591, 0.0099, 0.0736, 0.0758, 0.0006, 0.0421, -0.0705, -0.0465, -0.0061, -0.035, -0.0274, -0.1111, -0.104, -0.1518, -0.164, -0.1358, -0.2232, -0.2152, -0.1591, -0.1547, -0.0623, -0.0623, -0.0602, -0.0986, -0.0788, -0.0225, 0.0026, -0.0349, -0.0021, -0.0074, -0.0078, -0.0976, -0.126, -0.157, -0.1267, -0.153, -0.1431, -0.1124, -0.105, -0.1205, -0.1191, -0.1191, -0.136, -0.1411, -0.1556, -0.1728, -0.1728, -0.1573, -0.0986, -0.1099, -0.1445, -0.156, -0.1569, -0.1404, -0.1205, -0.1247, -0.1929, -0.2047, -0.2047, -0.2263, -0.2253, -0.2229, -0.2175, -0.2174, -0.2303, -0.2437, -0.2595, -0.2724, -0.3424, -0.3632, -0.4103, -0.4684, -0.3942, -0.3669, -0.3739, -0.4297, -0.4798, -0.4443, -0.4443, -0.4482, -0.4499, -0.4467, -0.4433, -0.475, -0.4632, -0.4329, -0.4189, -0.4452, -0.4238, -0.4436, -0.3987, -0.4108, -0.4361, -0.4196, -0.4256, -0.4244, -0.4432, -0.4632, -0.4492, -0.4342, -0.4522, -0.4576, -0.4815, -0.4698, -0.4947]}
{"unit_id": "quote:1975661344147026271", "ticker_idx": 0, "ts": "2025-10-07T20:35:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As a shareholder, I welcome this! More capital, faster expansion. $IREN", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is a current IREN shareholder, bullish on capital raise accelerating AI data-center expansion.", "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": "As a shareholder, I welcome this! More capital, faster expansion. $IREN", "reply_text": null, "parent_text": null, "quoted_text": "$IREN is raising $875M in convertible notes to load up on capital before the next leg of AI data-center expansion  👀 https://t.co/WdnyKAA9P4", "parent_author": null, "ret_m1d": 0.026460312007827724, "ret_signed_m1d": 0.026460312007827724, "alpha_spy_m1d": 0.0323880200268597, "alpha_c_m1d": 0.02160139465661426, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": 0.004858917351213465, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06257277936404315, "ret_signed_p1d": 0.06257277936404315, "alpha_spy_p1d": 0.06546975408897637, "alpha_c_p1d": 0.06612346837753003, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.003550689013486874, "ret_p1w": 0.1313030984242043, "ret_signed_p1w": 0.1313030984242043, "alpha_spy_p1w": 0.14309908652654868, "alpha_c_p1w": 0.1363488333797408, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.005045734955536507, "ret_p1m": 0.11432848917356675, "ret_signed_p1m": 0.11432848917356675, "alpha_spy_p1m": 0.11848826181874161, "alpha_c_p1m": 0.13488535283719638, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.020556863663629632, "ret_p3m": -0.19720416781544559, "ret_signed_p3m": -0.19720416781544559, "alpha_spy_p3m": -0.22192847476457345, "alpha_c_p3m": -0.24983319084307853, "bench_spy_p3m": 0.02472430694912786, "bench_c_p3m": 0.05262902302763295, "ret_p6m": -0.421367941929249, "ret_signed_p6m": -0.421367941929249, "alpha_spy_p6m": -0.40124390577036717, "alpha_c_p6m": -0.35499905776143126, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.06636888416781772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11432848917356675, "alpha_spy_stated": 0.11848826181874161, "alpha_c_stated": 0.13488535283719638, "price_path": [-0.7299, -0.7124, -0.7191, -0.7119, -0.6996, -0.7014, -0.698, -0.6906, -0.684, -0.6981, -0.7051, -0.7241, -0.7372, -0.7314, -0.7319, -0.7437, -0.7257, -0.7262, -0.6951, -0.691, -0.693, -0.7009, -0.7033, -0.7049, -0.6825, -0.6723, -0.6554, -0.6883, -0.6712, -0.674, -0.6434, -0.6152, -0.6174, -0.628, -0.6166, -0.5593, -0.5593, -0.5156, -0.5305, -0.5652, -0.5648, -0.5642, -0.4976, -0.4403, -0.4533, -0.4348, -0.3819, -0.3934, -0.3693, -0.3956, -0.357, -0.3027, -0.3049, -0.2155, -0.2297, -0.3034, -0.2356, -0.219, -0.2165, -0.2175, -0.1603, -0.0389, 0.0265, 0.0, 0.0626, -0.0053, 0.0674, 0.1576, 0.1313, 0.029, 0.0105, -0.0145, -0.0815, -0.1375, -0.0704, 0.0468, 0.0815, 0.0388, 0.0055, -0.0311, 0.011, 0.1275, 0.1088, 0.2716, 0.1143, 0.0381, 0.0013, -0.0451, -0.0731, -0.1904, -0.2283, -0.211, -0.1871, -0.2373, -0.2766, -0.2967, -0.193, -0.21, -0.1937, -0.1937, -0.2044, -0.193, -0.3157, -0.2684, -0.227, -0.2559, -0.2288, -0.2205, -0.2691, -0.2688, -0.3322, -0.4096, -0.3911, -0.4378, -0.4042, -0.3357, -0.3004, -0.2999, -0.3014, -0.3014, -0.3293, -0.3442, -0.3626, -0.3714, -0.3714, -0.2894, -0.1972, -0.236, -0.274, -0.2398, -0.234, -0.1624, -0.1182, -0.12, -0.1365, -0.0378, -0.0378, -0.097, -0.11, -0.1303, -0.0567, -0.1286, -0.0017, 0.0474, -0.0042, -0.1057, -0.1167, -0.0949, -0.2521, -0.3378, -0.3039, -0.232, -0.2856, -0.2899, -0.3338, -0.2974, -0.2974, -0.3182, -0.2997, -0.2796, -0.3347, -0.2951, -0.2436, -0.2673, -0.2638, -0.3185, -0.3112, -0.3535, -0.2704, -0.3323, -0.3892, -0.3536, -0.3656, -0.3014, -0.3115, -0.308, -0.2521, -0.2851, -0.2976, -0.3067, -0.3129, -0.2984, -0.3157, -0.3105, -0.3768, -0.416, -0.4738, -0.4295, -0.4327, -0.4214]}
{"unit_id": "orig:1986139204359688530", "ticker_idx": 0, "ts": "2025-11-05T18:31:01+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $IREN can't do it, why would MARA be any better position?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Defends IREN's datacenter credibility vs MARA, which is dismissed as a bandwagon miner with no real DC operating expertise.", "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 goes without saying that you shouldn't listen to a Pigeon or a Banana, but let me break down this stupid narrative.\n\n1. Microsoft is not a datacenter builder. They are a software platform business. Do you guys know how hard to keep 10 DC x 50MW power running smoothly ? It takes some serious chops. If you guys don't understand that, you don't understand how complex the business is. \n\n2. Then he proceeds to say $MARA is better position. WOW. If $IREN can't do it, why would MARA be any better position? They use containers boxes to run miners. And they just jumped on the bandwagon, What do they know about building & operating world class datacenter operations. \n\nArgument is dumb because (1) is set on wrong assumption and (2) false logical comparison.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1279937958377716, "ret_signed_m1d": -0.1279937958377716, "alpha_spy_m1d": -0.12454028754872504, "alpha_c_m1d": -0.12457172814780748, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12367496564226499, "ret_signed_p1d": -0.12367496564226499, "alpha_spy_p1d": -0.11294551192308155, "alpha_c_p1d": -0.12006284833092462, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.2710378472267986, "ret_signed_p1w": -0.2710378472267986, "alpha_spy_p1w": -0.2795975960354772, "alpha_c_p1w": -0.29137998352548344, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.392095294637797, "ret_signed_p1m": -0.392095294637797, "alpha_spy_p1m": -0.4021457448863063, "alpha_c_p1m": -0.41224745472168023, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.3053265372715026, "ret_signed_p3m": -0.3053265372715026, "alpha_spy_p3m": -0.3346732743537477, "alpha_c_p3m": -0.3361029042891066, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.4043973807044724, "ret_signed_p6m": -0.4043973807044724, "alpha_spy_p6m": -0.47106396865662925, "alpha_c_p6m": -0.40403812892887747, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.392095294637797, "alpha_spy_stated": -0.4021457448863063, "alpha_c_stated": -0.41224745472168023, "price_path": [-0.7585, -0.7648, -0.7667, -0.768, -0.7503, -0.7423, -0.729, -0.7549, -0.7414, -0.7436, -0.7195, -0.6974, -0.6991, -0.7074, -0.6985, -0.6534, -0.6534, -0.619, -0.6308, -0.658, -0.6578, -0.6572, -0.6049, -0.5599, -0.5701, -0.5556, -0.5139, -0.523, -0.504, -0.5247, -0.4943, -0.4516, -0.4533, -0.3831, -0.3942, -0.4522, -0.3989, -0.3858, -0.3839, -0.3846, -0.3396, -0.2442, -0.1928, -0.2136, -0.1644, -0.2178, -0.1606, -0.0896, -0.1103, -0.1908, -0.2053, -0.225, -0.2776, -0.3217, -0.2689, -0.1768, -0.1495, -0.1831, -0.2093, -0.2381, -0.2049, -0.1133, -0.128, 0.0, -0.1237, -0.1836, -0.2125, -0.2491, -0.271, -0.3633, -0.3931, -0.3795, -0.3607, -0.4002, -0.4311, -0.4469, -0.3654, -0.3787, -0.3659, -0.3659, -0.3743, -0.3654, -0.4619, -0.4247, -0.3921, -0.4149, -0.3935, -0.387, -0.4252, -0.4249, -0.4748, -0.5357, -0.5211, -0.5579, -0.5315, -0.4776, -0.4498, -0.4494, -0.4506, -0.4506, -0.4726, -0.4842, -0.4988, -0.5057, -0.5057, -0.4412, -0.3687, -0.3992, -0.4291, -0.4022, -0.3976, -0.3413, -0.3065, -0.3079, -0.3209, -0.2433, -0.2433, -0.2899, -0.3001, -0.3161, -0.2582, -0.3147, -0.2149, -0.1763, -0.2169, -0.2967, -0.3053, -0.2882, -0.4119, -0.4793, -0.4526, -0.396, -0.4382, -0.4416, -0.4761, -0.4475, -0.4475, -0.4638, -0.4493, -0.4335, -0.4768, -0.4456, -0.4052, -0.4238, -0.421, -0.4641, -0.4583, -0.4916, -0.4263, -0.4749, -0.5197, -0.4917, -0.5011, -0.4506, -0.4586, -0.4558, -0.4119, -0.4378, -0.4476, -0.4548, -0.4596, -0.4482, -0.4619, -0.4578, -0.5099, -0.5408, -0.5862, -0.5514, -0.5539, -0.545, -0.545, -0.5402, -0.5323, -0.518, -0.515, -0.4854, -0.4363, -0.3801, -0.3611, -0.3757, -0.3702, -0.3624, -0.4088, -0.3667, -0.3192, -0.3373, -0.3671, -0.4184, -0.4391, -0.4044]}
{"unit_id": "orig:1986139204359688530", "ticker_idx": 1, "ts": "2025-11-05T18:31:01+00:00", "symbol": "MARA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They use containers boxes to run miners. And they just jumped on the bandwagon, What do they know about building & operating world class datacenter operations.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Defends IREN's datacenter credibility vs MARA, which is dismissed as a bandwagon miner with no real DC operating expertise.", "resolved_tickers": ["MARA"], "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 goes without saying that you shouldn't listen to a Pigeon or a Banana, but let me break down this stupid narrative.\n\n1. Microsoft is not a datacenter builder. They are a software platform business. Do you guys know how hard to keep 10 DC x 50MW power running smoothly ? It takes some serious chops. If you guys don't understand that, you don't understand how complex the business is. \n\n2. Then he proceeds to say $MARA is better position. WOW. If $IREN can't do it, why would MARA be any better position? They use containers boxes to run miners. And they just jumped on the bandwagon, What do they know about building & operating world class datacenter operations. \n\nArgument is dumb because (1) is set on wrong assumption and (2) false logical comparison.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02977223272148599, "ret_signed_m1d": 0.02977223272148599, "alpha_spy_m1d": 0.026318724432439433, "alpha_c_m1d": 0.026350165031521877, "bench_spy_m1d": -0.0034535082890465585, "bench_c_m1d": -0.0034220676899641145, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06830117804671676, "ret_signed_p1d": 0.06830117804671676, "alpha_spy_p1d": 0.057571724327533325, "alpha_c_p1d": 0.06468906073537639, "bench_spy_p1d": -0.010729453719183435, "bench_c_p1d": -0.003612117311340368, "ret_p1w": -0.15878572367850408, "ret_signed_p1w": 0.15878572367850408, "alpha_spy_p1w": 0.16734547248718268, "alpha_c_p1w": 0.17912785997718894, "bench_spy_p1w": 0.008559748808678602, "bench_c_p1w": 0.020342136298684865, "ret_p1m": -0.27378866375691135, "ret_signed_p1m": 0.27378866375691135, "alpha_spy_p1m": 0.2838391140054206, "alpha_c_p1m": 0.29394082384079456, "bench_spy_p1m": 0.010050450248509257, "bench_c_p1m": 0.020152160083883208, "ret_p3m": -0.46760068112280373, "ret_signed_p3m": 0.46760068112280373, "alpha_spy_p3m": 0.49694741820504884, "alpha_c_p3m": 0.49837704814040773, "bench_spy_p3m": 0.02934673708224511, "bench_c_p3m": 0.030776367017604, "ret_p6m": -0.300058356186073, "ret_signed_p6m": 0.300058356186073, "alpha_spy_p6m": 0.36672494413822987, "alpha_c_p6m": 0.2996991044104781, "bench_spy_p6m": 0.06666658795215685, "bench_c_p6m": -0.0003592517755949265, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27378866375691135, "alpha_spy_stated": 0.2838391140054206, "alpha_c_stated": 0.29394082384079456, "price_path": [-0.1022, -0.0858, -0.0823, -0.0741, -0.0806, -0.0852, -0.0607, -0.1144, -0.0981, -0.0946, -0.049, -0.101, -0.0753, -0.0747, -0.0683, -0.0671, -0.0671, -0.0625, -0.0724, -0.1179, -0.1133, -0.1127, -0.0701, -0.0741, -0.0829, -0.0479, -0.052, 0.0234, 0.0123, 0.08, 0.0677, 0.0712, 0.0339, 0.0298, -0.0619, -0.0584, 0.0893, 0.066, 0.0864, 0.0969, 0.0987, 0.2008, 0.1821, 0.1792, 0.1792, 0.0887, 0.1816, 0.2983, 0.3333, 0.1833, 0.1424, 0.2102, 0.1716, 0.1179, 0.122, 0.1407, 0.1419, 0.1022, 0.1022, 0.0368, 0.0665, 0.0397, -0.0298, 0.0, -0.0683, -0.0736, -0.0905, -0.1459, -0.1588, -0.2539, -0.3001, -0.3281, -0.3065, -0.352, -0.4022, -0.4121, -0.3456, -0.3479, -0.3514, -0.3514, -0.3106, -0.3275, -0.3047, -0.272, -0.2738, -0.3147, -0.2966, -0.2849, -0.3041, -0.3088, -0.3275, -0.3754, -0.3759, -0.4203, -0.4343, -0.4057, -0.4086, -0.4244, -0.4197, -0.4197, -0.4402, -0.446, -0.4553, -0.4758, -0.4758, -0.4215, -0.3818, -0.3981, -0.4116, -0.3905, -0.4034, -0.3783, -0.3608, -0.3514, -0.3777, -0.3368, -0.3368, -0.3946, -0.3835, -0.3993, -0.387, -0.4174, -0.3859, -0.3946, -0.4244, -0.4454, -0.4676, -0.4717, -0.5166, -0.6071, -0.519, -0.5295, -0.5528, -0.5587, -0.5768, -0.5377, -0.5377, -0.5616, -0.5622, -0.5353, -0.5347, -0.54, -0.5301, -0.4997, -0.5067, -0.4781, -0.4483, -0.4945, -0.4577, -0.488, -0.5324, -0.4945, -0.4997, -0.5009, -0.4886, -0.4559, -0.4612, -0.4606, -0.4793, -0.4618, -0.5061, -0.4799, -0.5184, -0.5166, -0.4991, -0.5318, -0.5447, -0.5236, -0.5306, -0.4915, -0.4915, -0.4834, -0.4769, -0.4454, -0.4355, -0.4431, -0.3952, -0.3876, -0.3888, -0.3257, -0.3228, -0.3211, -0.3444, -0.3088, -0.3111, -0.3205, -0.3473, -0.3567, -0.3742, -0.3001]}
{"unit_id": "orig:2016267089216950390", "ticker_idx": 0, "ts": "2026-01-27T21:48:29+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My $amzn position turning green today. Scaling in with almost $850k csp for $28k premium at $240/$245", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Scaling into AMZN via cash-secured puts at $240/$245 strikes, adding to existing long position.", "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": "My $amzn position turning green today. Scaling in with almost $850k csp for $28k premium at $240/$245. https://t.co/lV3yf8gTdg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006872137799658784, "ret_signed_m1d": 0.006872137799658784, "alpha_spy_m1d": 0.00677146308495602, "alpha_c_m1d": -0.0006830793544112534, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.0075552171540700375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005267268047532414, "ret_signed_p1d": -0.005267268047532414, "alpha_spy_p1d": -0.00328289089269862, "alpha_c_p1d": -0.0005042196109821262, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.004763048436550288, "ret_p1w": -0.04123282679795304, "ret_signed_p1w": -0.04123282679795304, "alpha_spy_p1w": -0.027960352403168187, "alpha_c_p1w": -0.02751844539602233, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.013714381401930709, "ret_p1m": -0.1443973380975635, "ret_signed_p1m": -0.1443973380975635, "alpha_spy_p1m": -0.13559690335220476, "alpha_c_p1m": -0.10563578101514737, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.03876155708241613, "ret_p3m": 0.07452368634921358, "ret_signed_p3m": 0.07452368634921358, "alpha_spy_p3m": 0.04331496596013085, "alpha_c_p3m": 0.10485369531570665, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": -0.03033000896649307, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1443973380975635, "alpha_spy_stated": -0.13559690335220476, "alpha_c_stated": -0.10563578101514737, "price_path": [0.005, 0.0452, 0.026, 0.0296, 0.0001, 0.0058, 0.0222, 0.0251, 0.0049, -0.0223, -0.0342, -0.0417, -0.0842, -0.0836, -0.1065, -0.0918, -0.0688, -0.0549, -0.057, -0.057, -0.0403, -0.0376, -0.0353, -0.0437, -0.0572, -0.0555, -0.0663, -0.0621, -0.0462, -0.0524, -0.0692, -0.0842, -0.0842, -0.0895, -0.0669, -0.0644, -0.06, -0.0447, -0.0437, -0.0437, -0.0432, -0.045, -0.0431, -0.0502, -0.0502, -0.0679, -0.0409, -0.0086, -0.006, 0.0135, 0.018, 0.0142, -0.0017, -0.0262, -0.0199, -0.016, -0.016, -0.0494, -0.0481, -0.0357, -0.0158, -0.0189, 0.0069, 0.0, -0.0053, -0.0153, -0.0002, -0.0181, -0.0412, -0.0836, -0.1345, -0.1411, -0.1483, -0.1602, -0.1786, -0.182, -0.182, -0.1723, -0.1573, -0.157, -0.1354, -0.1553, -0.1418, -0.1332, -0.1444, -0.1358, -0.1425, -0.1411, -0.1078, -0.099, -0.1226, -0.1215, -0.118, -0.1249, -0.1378, -0.1454, -0.1287, -0.1144, -0.1364, -0.1409, -0.1549, -0.1353, -0.1472, -0.1288, -0.146, -0.1797, -0.1731, -0.143, -0.1335, -0.1368, -0.1368, -0.1244, -0.1203, -0.0895, -0.0385, -0.0191, -0.0128, 0.0247, 0.0226, 0.0275, 0.0311, 0.0217, 0.0284, 0.0508, 0.0497, 0.0863, 0.0745, 0.0687, 0.0824, 0.0907, 0.1039, 0.1195, 0.1257, 0.1316, 0.1159, 0.1221, 0.1069, 0.0939, 0.1116, 0.0996, 0.087, 0.0899, 0.0672, 0.0905, 0.1047, 0.0959, 0.0959, 0.0917, 0.1187, 0.1275, 0.1137, 0.0751, 0.0556, 0.0288, 0.0444, 0.0124, 0.0091, 0.0049, -0.0206, -0.0062, -0.0184, 0.0124, 0.0123, -0.0227, 0.0057, 0.0057, -0.0421, -0.0366, -0.036, -0.0658, -0.0425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046640838210388248", "ticker_idx": 0, "ts": "2026-04-21T17:22:55+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Disclosure: I hold an $AAPL position.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds AAPL long; bullish on hardware-focused new CEO driving AI workstation growth.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "Apple's new CEO is the SVP of hardware. This is quite a good sign as you can see Mac Studio and laptop are selling out fast.   Human nature dictates if you put a software exec, you get more software. You put a hardware exec, you get more hardware. You put an logistic ceo, you get cost reduction, logistics improvements.   \n\nThis is a time for Apple to step up its hardware game in the age of AI. Because we need more of those local AI workstations!\n\nDisclosure: I hold an $AAPL position.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02584798810075606, "ret_signed_m1d": 0.02584798810075606, "alpha_spy_m1d": 0.0192579509853541, "alpha_c_m1d": 0.026688424653721787, "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": 0.026298995241013978, "ret_signed_p1d": 0.026298995241013978, "alpha_spy_p1d": 0.016172283145895028, "alpha_c_p1d": 0.004319554827570515, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": 0.01705667690823942, "ret_signed_p1w": 0.01705667690823942, "alpha_spy_p1w": 0.0062483207498682525, "alpha_c_p1w": -0.0033713630574321307, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.1365985867754378, "ret_signed_p1m": 0.1365985867754378, "alpha_spy_p1m": 0.08380632742912253, "alpha_c_p1m": -0.008530387151277408, "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": 0.1365985867754378, "alpha_spy_stated": 0.08380632742912253, "alpha_c_stated": -0.008530387151277408, "price_path": [-0.0678, -0.069, -0.0413, -0.0306, -0.0375, -0.0305, -0.026, 0.0135, 0.0115, 0.0378, 0.0356, 0.0439, 0.0317, 0.0282, 0.0351, -0.0167, -0.039, -0.039, -0.0086, -0.0068, -0.021, -0.006, 0.0, 0.0224, 0.0303, 0.0255, -0.0075, -0.0054, -0.0091, -0.0137, -0.0221, -0.0327, -0.0236, -0.0201, -0.0201, -0.0391, -0.0603, -0.0502, -0.0449, -0.061, -0.0647, -0.0683, -0.0552, -0.0546, -0.0509, -0.0499, -0.0653, -0.0734, -0.0465, -0.0396, -0.0385, -0.0385, -0.0275, -0.0476, -0.0273, -0.0213, -0.0214, -0.0262, -0.0276, 0.001, -0.0104, 0.0153, 0.0258, 0.0, 0.0263, 0.0273, 0.0184, 0.0054, 0.0171, 0.015, 0.0195, 0.0525, 0.04, 0.0677, 0.0802, 0.0799, 0.102, 0.1006, 0.1086, 0.1239, 0.1214, 0.129, 0.12, 0.1243, 0.1366, 0.1469, 0.1613, 0.1613, 0.1595, 0.1689, 0.1752, 0.1735, 0.1519, 0.1853, 0.1667, 0.1704, 0.1557, 0.1339, 0.0926, 0.0965, 0.1117, 0.0948, 0.1147, 0.1253, 0.1129, 0.1207, 0.1207, 0.1169, 0.1067, 0.1021, 0.0347, 0.0671, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042240780522184827", "ticker_idx": 0, "ts": "2026-04-09T13:58:39+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been really busy, so i want quickly share the real reason I'm no longer bullish on $iren", "tweet_type": "analysis", "timeline": "unspecified", "summary": "No longer bullish on IREN; bearish on hardware delivery risk from Nvidia and Microsoft contract execution/termination risk.", "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 been really busy, so i want  quickly share the real reason I'm no longer bullish on $iren.\n\nIREN secured a lot of power, true! It is a moat, true!\n\nTwo things keep me up at night,\n\n1. If they cannot fully secure the hardware from Nvidia, you're fucked. Yes they secured the cash and a deal, but what matters if they will be delivered.  There are other companies nvidia invested directly... Don't you think they have first priority in the queue?\n\n2. If datacenter is not up to Microsoft expectation and Microsoft terminates the agreement, you're fucked.  This is a risk, it may or may not happen. What i do know is Iren lost a biggest and largest ai customer, Poolside AI back in 2024.  Microsoft has multiple tranches and has not delivered so there is nothing base off of on the current deal. The lack in more deals and execution is worrying because we have less data points for our thesis. \n\nI'm not investing basing on hope of deal or hope they deliver, or static value creation.  I'm evaluating my investment based on the risks of future outcome. It is not binary. I may or may not be right. 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{"unit_id": "quote:2027104898362286137", "ticker_idx": 0, "ts": "2026-02-26T19:34:04+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I always thought it was overvalued, a lot of execution risks, and a lot of bigger competitors out there", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish EOSE: overvalued with high execution risk and larger competitors; author avoided the stock entirely.", "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": "quote", "lang": "en", "tweet_text": "Glad i was never on the $eose train. I always thought it was overvalued, a lot of execution risks, and a lot of bigger competitors out there. By the time the company completes its facilities (big if), the world will be different. The thing about battery is, the largest players out there you never heard of.", "reply_text": null, "parent_text": null, "quoted_text": "Dear Joe, \n\nI’m writing this as a shareholder who actually wanted to believe in $EOSE is building and who still believes the underlying problem you’re trying to solve is real, urgent &amp; structurally important for the grid. But this quarter wasn’t just a bad print.. it genuinely https://t.co/Cz5fPbVmva", "parent_author": null, "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:2012904931045294135", "ticker_idx": 0, "ts": "2026-01-18T15:08:28+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm moving a large part of my profits toward $AMZN for a diversified position ( AWS, Retail, Ads, Communication ). It's a play to preserve/grow wealth, reduce my portfolio beta and capitalizing on expanding revenue and margins from Amazon going into 2026.", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Initiating large AMZN position into 2026 on expanding revenue/margins across AWS, Retail, Ads, and Communications.", "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": "I'm moving a large part of my profits toward $AMZN for a diversified position ( AWS, Retail, Ads, Communication ).  It's a play to preserve/grow wealth, reduce my portfolio beta and capitalizing on expanding revenue and margins from Amazon going into 2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03515149401379869, "ret_signed_m1d": 0.03515149401379869, "alpha_spy_m1d": 0.014371683556546389, "alpha_c_m1d": 0.008455732555763262, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.026695761458035427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001341980773133189, "ret_signed_p1d": 0.001341980773133189, "alpha_spy_p1d": -0.01019912850852811, "alpha_c_p1d": -0.01779832190049424, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.01914030267362743, "ret_p1w": 0.059220747514204586, "ret_signed_p1w": 0.059220747514204586, "alpha_spy_p1w": 0.032788468558513584, "alpha_c_p1w": 0.029251050373028997, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.02996969714117559, "ret_p1m": -0.11346323252756363, "ret_signed_p1m": -0.11346323252756363, "alpha_spy_p1m": -0.1263177784727626, "alpha_c_p1m": -0.09583382869727819, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": -0.01762940383028544, "ret_p3m": 0.08467531410646645, "ret_signed_p3m": 0.08467531410646645, "alpha_spy_p3m": 0.03375963032884011, "alpha_c_p3m": 0.07181537602399612, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.012859938082470324, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.08467531410646645, "alpha_spy_stated": 0.03375963032884011, "alpha_c_stated": 0.07181537602399612, "price_path": [-0.0429, -0.0294, -0.0174, -0.0076, -0.003, -0.0352, 0.0572, 0.0996, 0.0793, 0.0831, 0.0521, 0.0581, 0.0753, 0.0784, 0.0571, 0.0285, 0.016, 0.0081, -0.0366, -0.036, -0.06, -0.0446, -0.0204, -0.0058, -0.008, -0.008, 0.0096, 0.0125, 0.0148, 0.006, -0.0082, -0.0064, -0.0178, -0.0133, 0.0034, -0.0031, -0.0208, -0.0366, -0.0365, -0.0421, -0.0184, -0.0158, -0.0111, 0.0049, 0.006, 0.006, 0.0066, 0.0046, 0.0066, -0.0008, -0.0008, -0.0195, 0.0089, 0.043, 0.0457, 0.0662, 0.0709, 0.067, 0.0502, 0.0245, 0.0311, 0.0352, 0.0352, 0.0, 0.0013, 0.0145, 0.0353, 0.0321, 0.0592, 0.052, 0.0465, 0.0359, 0.0518, 0.033, 0.0086, -0.036, -0.0895, -0.0965, -0.1041, -0.1165, -0.1359, -0.1394, -0.1394, -0.1292, -0.1135, -0.1132, -0.0904, -0.1114, -0.0971, -0.0881, -0.0999, -0.0909, -0.0979, -0.0964, -0.0614, -0.0522, -0.077, -0.0758, -0.0722, -0.0794, -0.0929, -0.101, -0.0834, -0.0684, -0.0915, -0.0963, -0.111, -0.0903, -0.1029, -0.0835, -0.1016, -0.1371, -0.1301, -0.0984, -0.0884, -0.0919, -0.0919, -0.0788, -0.0746, -0.0422, 0.0115, 0.0319, 0.0385, 0.078, 0.0758, 0.081, 0.0847, 0.0748, 0.0819, 0.1055, 0.1042, 0.1428, 0.1304, 0.1242, 0.1387, 0.1474, 0.1613, 0.1777, 0.1842, 0.1904, 0.1739, 0.1804, 0.1645, 0.1507, 0.1694, 0.1568, 0.1435, 0.1466, 0.1227, 0.1472, 0.1622, 0.1529, 0.1529, 0.1484, 0.1768, 0.1861, 0.1716, 0.131, 0.1105, 0.0823, 0.0987, 0.0651, 0.0616, 0.0571, 0.0303, 0.0455, 0.0327, 0.065, 0.0649, 0.0281, 0.058, 0.058, 0.0077, 0.0135, 0.0142, -0.0173, 0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047013547528372362", "ticker_idx": 0, "ts": "2026-04-22T18:03:56+00:00", "symbol": "RVI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a long term position. I'm betting on big multiples.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long RVI as a long-term position targeting big multiple expansion.", "resolved_tickers": ["RVI"], "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": "I dont even get excited for  23% up day when position is so small. $rvi\n\nThis is a long term position. I'm betting on big multiples. https://t.co/u81HzK8t79", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1760539420072088, "ret_signed_m1d": -0.1760539420072088, "alpha_spy_m1d": -0.16602875212373858, "alpha_c_m1d": -0.1777777054983526, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": 0.0017237634911437816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05025294402320879, "ret_signed_p1d": -0.05025294402320879, "alpha_spy_p1d": -0.04637220315481039, "alpha_c_p1d": -0.04240003186006669, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": -0.0078529121631421, "ret_p1w": 0.07419901488175817, "ret_signed_p1w": 0.07419901488175817, "alpha_spy_p1w": 0.07367881801916654, "alpha_c_p1w": 0.07975355128322925, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": -0.005554536401471077, "ret_p1m": 1.0741990148817582, "ret_signed_p1m": 1.0741990148817582, "alpha_spy_p1m": 1.0298943488466812, "alpha_c_p1m": 1.0833926645693177, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": -0.009193649687559646, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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, -0.2917, -0.2573, -0.2405, -0.2172, -0.2182, -0.2327, -0.2411, -0.2196, -0.2142, -0.1956, -0.2051, -0.1562, -0.1535, -0.0223, 0.0853, -0.0351, -0.1282, -0.1049, -0.0341, -0.0809, -0.0809, -0.1143, -0.1359, -0.1329, -0.1329, -0.1417, -0.1501, -0.1602, -0.1383, -0.1589, -0.1518, -0.1686, -0.1761, 0.0, -0.0503, 0.0287, 0.204, 0.0573, 0.0742, 0.0826, 0.0961, 0.1214, 0.0708, 0.0793, 0.1551, 0.3197, 0.4735, 0.804, 1.486, 0.9315, 0.8229, 0.5325, 0.712, 0.9727, 1.0742, 0.9012, 0.9012, 0.9393, 0.6867, 0.6863, 0.6698, 0.7083, 0.5514, 0.456, 0.4162, 0.2614, 0.3042, 0.2853, 0.2681, 0.226, 0.1889, 0.37, 0.5022, 0.4496, 0.3761, 0.3761, 0.2985, 0.2455, 0.1872, 0.0978, 0.1322, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2017233752749924678", "ticker_idx": 0, "ts": "2026-01-30T13:49:39+00:00", "symbol": "USAR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am adding starter position for $USAR, 2000 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author initiating long position in USA Rare Earth, buying 2000 shares.", "resolved_tickers": ["USAR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Other Industrial Metals & Mining'", "bench_c_industry": "Other Industrial Metals & Mining", "unit_kind": "quote", "lang": "en", "tweet_text": "I am adding starter position for $USAR, 2000 shares.", "reply_text": null, "parent_text": null, "quoted_text": "USA RARE EARTH $USAR DIRECTOR MICHAEL BLITZER PURCHASES 100,000 SHARES AT $21.43 https://t.co/8zVj6W1ub1", "parent_author": null, "ret_m1d": -0.01561107851376875, "ret_signed_m1d": -0.01561107851376875, "alpha_spy_m1d": -0.018602484439971367, "alpha_c_m1d": -0.030427385131257867, "bench_spy_m1d": 0.002991405926202617, "bench_c_m1d": 0.014816306617489117, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013826916364294006, "ret_signed_p1d": -0.013826916364294006, "alpha_spy_p1d": -0.018798139101355527, "alpha_c_p1d": -0.021539579557315558, "bench_spy_p1d": 0.00497122273706152, "bench_c_p1d": 0.007712663193021552, "ret_p1w": -0.025869755652647153, "ret_signed_p1w": -0.025869755652647153, "alpha_spy_p1w": -0.023918757781347, "alpha_c_p1w": -0.07133352631400569, "bench_spy_p1w": -0.001950997871300153, "bench_c_p1w": 0.04546377066135854, "ret_p1m": -0.06913466689500403, "ret_signed_p1m": -0.06913466689500403, "alpha_spy_p1m": -0.061056230431543734, "alpha_c_p1m": -0.14991409042602288, "bench_spy_p1m": -0.008078436463460292, "bench_c_p1m": 0.08077942353101886, "ret_p3m": -0.01739515558970972, "ret_signed_p3m": -0.01739515558970972, "alpha_spy_p3m": -0.04854293148583244, "alpha_c_p3m": -0.05629561028596097, "bench_spy_p3m": 0.03114777589612272, "bench_c_p3m": 0.03890045469625125, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06913466689500403, "alpha_spy_stated": -0.061056230431543734, "alpha_c_stated": -0.14991409042602288, "price_path": [-0.271, -0.2475, -0.2944, -0.2257, -0.2315, -0.2074, -0.2453, -0.3376, -0.3537, -0.3555, -0.3194, -0.3622, -0.4558, -0.4541, -0.4483, -0.4603, -0.4456, -0.4456, -0.4001, -0.4384, -0.3916, -0.3747, -0.2203, -0.2319, -0.2364, -0.219, -0.2533, -0.1628, -0.24, -0.3368, -0.331, -0.3952, -0.3972, -0.3827, -0.3738, -0.3707, -0.3519, -0.3519, -0.3974, -0.4335, -0.459, -0.4692, -0.4692, -0.3689, -0.2953, -0.2186, -0.2333, -0.2538, -0.2293, -0.2087, -0.2565, -0.1847, -0.2511, -0.211, -0.211, -0.1436, -0.1378, 0.0129, 0.1048, 0.1918, 0.1753, 0.1231, -0.0156, 0.0, -0.0138, 0.1583, 0.0495, -0.0812, -0.0259, 0.0455, -0.0241, -0.029, -0.149, -0.1349, -0.1349, -0.1517, -0.1882, -0.1798, -0.2315, -0.1619, -0.0905, -0.1044, -0.1021, -0.157, -0.0691, -0.1338, -0.1566, -0.1481, -0.2217, -0.1655, -0.0879, -0.0593, -0.1191, -0.132, -0.1307, -0.1222, -0.1793, -0.2056, -0.2756, -0.2244, -0.2596, -0.2578, -0.2864, -0.3122, -0.3653, -0.3249, -0.3399, -0.2899, -0.2899, -0.3185, -0.347, -0.2516, -0.2542, -0.2797, -0.2511, -0.2422, -0.1815, -0.178, -0.1102, 0.0071, 0.0192, 0.1334, 0.0299, -0.025, 0.0486, 0.0156, -0.0174, 0.1583, 0.1744, 0.1409, 0.223, 0.2756, 0.1766, 0.2025, 0.1731, 0.1396, 0.1338, 0.1075, 0.0879, -0.0511, -0.1095, 0.0067, 0.0834, 0.1285, 0.1285, 0.2368, 0.1909, 0.2574, 0.2493, 0.3127, 0.3693, 0.248, 0.2087, 0.0022, -0.0094, -0.0678, -0.0932, 0.0062, -0.0192, 0.0268, -0.0303, 0.0504, 0.099, 0.099, 0.0758, 0.021, -0.0446, -0.0785, -0.087, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2049568187289604569", "ticker_idx": 0, "ts": "2026-04-29T19:15:09+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i added some earlier today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought NBIS today, endorsing the concentrated long position.", "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": "@daniel_koss i like it. i added some earlier today. let's go", "reply_text": null, "parent_text": "Moved my last 10% cash into $NBIS today at $136 and have now reached degen levels of concentration again.\n\nNice!\n\n77% $NBIS \n8% Towa (6315)\n8% $HIMS \n7% $OUST \n\nIf you go back and read my portfolio update where I trimmed Nebius from 75% to 20% (at the exact top) I told you that https://t.co/cANrKKYIro", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": -0.04022953351054381, "ret_signed_m1d": -0.04022953351054381, "alpha_spy_m1d": -0.04038406671235051, "alpha_c_m1d": -0.04421942714235216, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00398989363180835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020964704743139273, "ret_signed_p1d": -0.020964704743139273, "alpha_spy_p1d": -0.03091433827070411, "alpha_c_p1d": -0.031546720590851396, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.010582015847712123, "ret_p1w": 0.3817550319743981, "ret_signed_p1w": 0.3817550319743981, "alpha_spy_p1w": 0.3504866102107227, "alpha_c_p1w": 0.3638870945608452, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.01786793741355286, "ret_p1m": 0.6030879837389447, "ret_signed_p1m": 0.6030879837389447, "alpha_spy_p1m": 0.5426310177958438, "alpha_c_p1m": 0.5911182364956808, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.011969747243263829, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6030879837389447, "alpha_spy_stated": 0.5426310177958438, "alpha_c_stated": 0.5911182364956808, "price_path": [-0.3966, -0.3756, -0.3629, -0.4165, -0.4768, -0.3902, -0.3422, -0.3499, -0.3724, -0.3645, -0.3058, -0.3058, -0.3093, -0.279, -0.2378, -0.3065, -0.2874, -0.2735, -0.2484, -0.2572, -0.3541, -0.3554, -0.3852, -0.3075, -0.3225, -0.3673, -0.3276, -0.317, -0.2068, -0.2348, -0.2, -0.0803, -0.1761, -0.1603, -0.1393, -0.1669, -0.1915, -0.1861, -0.1849, -0.2495, -0.2859, -0.3466, -0.2651, -0.2779, -0.2293, -0.2293, -0.2029, -0.1685, -0.1147, -0.0344, 0.0268, 0.0947, 0.147, 0.1812, 0.171, 0.113, 0.1273, 0.1088, 0.1059, 0.1125, 0.0423, 0.0267, -0.0402, 0.0, -0.021, 0.0942, 0.2495, 0.246, 0.3818, 0.3087, 0.254, 0.3181, 0.2686, 0.468, 0.5663, 0.5578, 0.4155, 0.4005, 0.3586, 0.5577, 0.5211, 0.5211, 0.4736, 0.4758, 0.6031, 0.6367, 0.8734, 0.8456, 0.7826, 0.8392, 0.6135, 0.544, 0.559, 0.4993, 0.574, 0.6457, 0.842, 0.8776, 0.9896, 1.0305, 1.0305, 1.0087, 0.9495, 0.8391, 0.8176, 0.702, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019778366526632070", "ticker_idx": 0, "ts": "2026-02-06T14:21:02+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BE is a brilliant company once you understand the first principle of it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BE: avoids turbine bottleneck by refining/trucking fuel on-site; structural advantage over GEV/Mitsubishi/Siemens oligopoly.", "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": "reply_other", "lang": "en", "tweet_text": "$BE is a brilliant company once you understand the first principle of it.  \n\n> Turbine is 3-5 years from order to delivery.\n> 3 companies own oligopoly on it. $GEV Mitsubishi, and Seimens. And all 3 say f** it, we're not adding a new factory. \n> $BE refines fuel, truck them to location, removing the need for turbine. \n\nCheck!", "reply_text": null, "parent_text": "$BE bloom energy is reacting very well to the news of all this CAPEX.", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": -0.04495555289560671, "ret_signed_m1d": -0.04495555289560671, "alpha_spy_m1d": -0.026131894289850743, "alpha_c_m1d": -0.01718110403868134, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.02777444885692537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08487729492594842, "ret_signed_p1d": 0.08487729492594842, "alpha_spy_p1d": 0.0800555682093711, "alpha_c_p1d": 0.08187453450506066, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.0030027604208877623, "ret_p1w": -0.023002120633514478, "ret_signed_p1w": -0.023002120633514478, "alpha_spy_p1w": -0.01015857593672087, "alpha_c_p1w": -0.028718800387047327, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.0057166797535328495, "ret_p1m": 0.057959928795873195, "ret_signed_p1m": 0.057959928795873195, "alpha_spy_p1m": 0.07584243112544153, "alpha_c_p1m": 0.07089435850301529, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.012934429707142092, "ret_p3m": 0.9958750168291546, "ret_signed_p3m": 0.9958750168291546, "alpha_spy_p3m": 0.9304061498842902, "alpha_c_p3m": 0.9716978397038454, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.0241771771253092, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057959928795873195, "alpha_spy_stated": 0.07584243112544153, "alpha_c_stated": 0.07089435850301529, "price_path": [-0.1116, -0.114, -0.276, -0.2177, -0.2511, -0.2661, -0.2384, -0.3471, -0.3708, -0.3319, -0.3408, -0.2929, -0.2929, -0.2362, -0.3083, -0.2659, -0.2834, -0.1744, -0.1667, -0.2184, -0.2348, -0.2918, -0.238, -0.3359, -0.3737, -0.3875, -0.4619, -0.4392, -0.379, -0.355, -0.3608, -0.3576, -0.3576, -0.3695, -0.3819, -0.3899, -0.3925, -0.3925, -0.31, -0.2738, -0.2795, -0.2449, -0.1482, -0.0626, -0.0431, -0.0228, -0.0669, -0.027, 0.0452, 0.0452, 0.061, 0.0526, 0.0182, 0.013, -0.0238, 0.0649, 0.1563, 0.0942, 0.0583, 0.0916, 0.1808, 0.0302, -0.045, 0.0, 0.0849, 0.0396, 0.0875, -0.028, -0.023, -0.023, 0.016, 0.0996, 0.1117, 0.0316, 0.1206, 0.162, 0.2219, 0.1786, 0.0884, 0.1606, 0.0698, 0.1521, 0.1186, -0.0548, 0.058, 0.0767, 0.1131, 0.0989, 0.0803, 0.0745, 0.119, 0.0947, 0.1654, 0.0496, -0.0119, 0.0199, 0.0503, -0.0665, -0.0684, -0.1644, -0.0527, -0.074, -0.0517, -0.0517, -0.0561, -0.0498, 0.0262, 0.1196, 0.1655, 0.2352, 0.5314, 0.4951, 0.4686, 0.4533, 0.526, 0.5445, 0.6063, 0.661, 0.6162, 0.6408, 0.5827, 1.0134, 0.9811, 1.0312, 1.018, 1.0643, 0.9959, 0.8083, 0.825, 0.985, 0.9625, 1.0259, 1.1213, 0.9293, 0.8088, 0.8272, 0.9738, 1.1526, 1.1149, 1.1149, 1.1142, 1.0541, 1.0276, 0.9926, 0.9123, 1.1174, 1.0088, 1.0371, 0.843, 0.7728, 0.8151, 0.6376, 0.7401, 0.8193, 0.9192, 0.9638, 0.9925, 1.2996, 1.2996, 1.418, 1.2511, 1.2806, 1.1616, 0.762, null, null, null, null, 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:1986562602214871112", "ticker_idx": 0, "ts": "2025-11-06T22:33:27+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's expertise in building and operating a fully integrated AI cloud, from data centers to GPU stack, combined with their secured power capacity makes them a strategic partner. - Microsoft", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares IREN Q1 FY26 presentation highlighting Microsoft calling IREN a strategic partner in AI cloud infrastructure.", "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": "self_thread", "lang": "en", "tweet_text": "$IREN Q1 FY26 Presentation\n\n“IREN’s expertise in building and operating a fully integrated AI cloud, from data centers to GPU stack, combined with their secured power capacity makes them a strategic partner.” - Microsoft https://t.co/calnrlcB40\n\n---\n\nRead original: https://t.co/rzcmmIDxkH", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07342093520255544, "ret_signed_m1d": 0.07342093520255544, "alpha_spy_m1d": 0.07440453186628804, "alpha_c_m1d": 0.08043113083986908, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.007010195637313643, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035428067671187335, "ret_signed_p1d": -0.035428067671187335, "alpha_spy_p1d": -0.051032438017527326, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.2580837143609037, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006252370261817353, "ret_p1m": -0.2571337069714478, "ret_signed_p1m": -0.2571337069714478, "alpha_spy_p1m": -0.2760019966459849, "alpha_c_p1m": -0.27039627287057877, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.013262565899130996, "ret_p3m": -0.27957682178239796, "ret_signed_p3m": -0.27957682178239796, "alpha_spy_p3m": -0.3052824106824674, "alpha_c_p3m": -0.3055069739707641, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.02593015218836614, "ret_p6m": -0.20679707125674585, "ret_signed_p6m": -0.20679707125674585, "alpha_spy_p6m": -0.2829977466218777, "alpha_c_p6m": -0.1925178532441606, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": -0.014279218012585249, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2571337069714478, "alpha_spy_stated": -0.2760019966459849, "alpha_c_stated": -0.27039627287057877, "price_path": [-0.7142, -0.7158, -0.6941, -0.6844, -0.6681, -0.6997, -0.6832, -0.686, -0.6565, -0.6294, -0.6315, -0.6416, -0.6307, -0.5755, -0.5755, -0.5333, -0.5478, -0.5811, -0.5808, -0.5802, -0.516, -0.4609, -0.4734, -0.4556, -0.4046, -0.4157, -0.3924, -0.4178, -0.3806, -0.3283, -0.3304, -0.2443, -0.2579, -0.329, -0.2637, -0.2477, -0.2453, -0.2462, -0.1911, -0.0742, -0.0112, -0.0367, 0.0236, -0.0418, 0.0282, 0.1151, 0.0898, -0.0088, -0.0266, -0.0507, -0.1152, -0.1691, -0.1045, 0.0083, 0.0418, 0.0006, -0.0314, -0.0667, -0.0261, 0.0861, 0.0681, 0.2249, 0.0734, 0.0, -0.0354, -0.0802, -0.1071, -0.2201, -0.2567, -0.24, -0.2169, -0.2653, -0.3031, -0.3225, -0.2227, -0.239, -0.2233, -0.2233, -0.2336, -0.2227, -0.3408, -0.2953, -0.2554, -0.2833, -0.2571, -0.2491, -0.2959, -0.2956, -0.3567, -0.4312, -0.4134, -0.4585, -0.4261, -0.3601, -0.3261, -0.3256, -0.327, -0.327, -0.354, -0.3682, -0.386, -0.3945, -0.3945, -0.3155, -0.2267, -0.264, -0.3007, -0.2677, -0.2621, -0.1932, -0.1505, -0.1523, -0.1682, -0.0731, -0.0731, -0.1302, -0.1427, -0.1622, -0.0914, -0.1606, -0.0383, 0.009, -0.0407, -0.1385, -0.1491, -0.1281, -0.2796, -0.3621, -0.3294, -0.2602, -0.3118, -0.316, -0.3583, -0.3232, -0.3232, -0.3432, -0.3254, -0.306, -0.3591, -0.3209, -0.2714, -0.2942, -0.2908, -0.3435, -0.3365, -0.3772, -0.2972, -0.3568, -0.4117, -0.3774, -0.3889, -0.327, -0.3368, -0.3334, -0.2796, -0.3113, -0.3233, -0.3322, -0.3381, -0.3241, -0.3408, -0.3358, -0.3996, -0.4375, -0.4931, -0.4505, -0.4535, -0.4426, -0.4426, -0.4368, -0.4271, -0.4096, -0.4059, -0.3697, -0.3096, -0.2406, -0.2174, -0.2353, -0.2286, -0.219, -0.2759, -0.2243, -0.1661, -0.1882, -0.2248, -0.2876, -0.3129, -0.2704, -0.268, -0.2068]}
{"unit_id": "quote:2042228100147114147", "ticker_idx": 0, "ts": "2026-04-09T13:08:16+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is wonderful news. $INTC can definitely offer custom IPUs.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish INTC on Google partnership; sees Intel as capable custom IPU provider.", "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": "This is wonderful news. $INTC can definitely offer custom IPUs.", "reply_text": null, "parent_text": null, "quoted_text": "INTEL $INTC AND GOOGLE $GOOGL PARTNERSHIP\n\nIntel and Google just announced a multiyear collaboration to \"advance the next generation of AI and cloud infrastructure\" https://t.co/yyCnbUrE0W", "parent_author": null, "ret_m1d": -0.04488011022324012, "ret_signed_m1d": -0.04488011022324012, "alpha_spy_m1d": -0.03914418318863844, "alpha_c_m1d": -0.027706481507227987, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.017173628716012135, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010693451626030193, "ret_signed_p1d": 0.010693451626030193, "alpha_spy_p1d": 0.011355227052588734, "alpha_c_p1d": -0.004574628040940887, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.10985091777708234, "ret_signed_p1w": 0.10985091777708234, "alpha_spy_p1w": 0.07786132546242541, "alpha_c_p1w": 0.052938481688398875, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 1.0239791914819767, "ret_signed_p1m": 1.0239791914819767, "alpha_spy_p1m": 0.9391002154743735, "alpha_c_p1m": 0.7073935178009927, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.316585673680984, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.0239791914819767, "alpha_spy_stated": 0.9391002154743735, "alpha_c_stated": 0.7073935178009927, "price_path": [-0.2861, -0.2338, -0.2106, -0.2171, -0.2391, -0.2391, -0.2132, -0.121, -0.1199, -0.2698, -0.3116, -0.2882, -0.2097, -0.2116, -0.2471, -0.2092, -0.202, -0.2126, -0.2184, -0.1803, -0.186, -0.2364, -0.2176, -0.2469, -0.2419, -0.2419, -0.2518, -0.2634, -0.2771, -0.2853, -0.2931, -0.2528, -0.2404, -0.2634, -0.261, -0.2628, -0.3017, -0.2615, -0.2555, -0.2965, -0.2615, -0.2421, -0.2226, -0.2669, -0.2584, -0.2586, -0.2861, -0.2704, -0.2518, -0.2892, -0.2869, -0.2861, -0.2356, -0.2855, -0.3012, -0.3326, -0.285, -0.2218, -0.1837, -0.1837, -0.1773, -0.1427, -0.0449, 0.0, 0.0107, 0.0561, 0.0339, 0.0522, 0.1099, 0.1099, 0.0645, 0.0736, 0.0575, 0.082, 0.3373, 0.377, 0.3694, 0.5352, 0.5308, 0.6141, 0.5518, 0.7523, 0.831, 0.7761, 1.024, 1.0972, 0.9541, 0.949, 0.8783, 0.7623, 0.7526, 0.7952, 0.9274, 0.92, 0.9417, 0.9417, 1.0013, 0.9729, 0.9587, 0.8581, 0.7714, 0.7487, 0.8262, 0.8111, 0.6068, 0.7866, 0.7485, 0.7343, 0.895, 1.0183, 1.0716, 0.8965, 0.9621, 1.1709, 1.1709, 1.2835, 1.1432, 1.133, 1.1528, 1.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1988749062946910561", "ticker_idx": 0, "ts": "2025-11-12T23:21:40+00:00", "symbol": "BTDR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Concluded it was super low quality. Company based in Singapore. Doubt they can land big US/EU customers. Their ohio DC just got fire yesterday. Today they announced $400m convertible $3b MC.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish BTDR: low quality, Singapore-based with doubt on US/EU customers, Ohio DC fire, and heavily dilutive $400M convertible at $3B MC.", "resolved_tickers": ["BTDR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I looked at $btdr a while back. Concluded it was super low quality.\n\nCompany based in Singapore. Doubt they can land big US/EU customers.  Their ohio DC just got fire yesterday. Today they announced $400m convertible $3b MC. WOW.", "reply_text": null, "parent_text": null, "quoted_text": "$BTDR I'm getting 13-14% dilution based on the terms reported from this $400M convertible. \n\nStock down 13.5% after-hours. https://t.co/m2TrgKxLtN", "parent_author": null, "ret_m1d": 0.25472547355167463, "ret_signed_m1d": -0.25472547355167463, "alpha_spy_m1d": -0.23785146998215279, "alpha_c_m1d": -0.23785146998215279, "bench_spy_m1d": 0.016874003569521845, "bench_c_m1d": 0.016874003569521845, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0531052400671298, "ret_signed_p1d": 0.0531052400671298, "alpha_spy_p1d": 0.0529416903983041, "alpha_c_p1d": 0.0529416903983041, "bench_spy_p1d": -0.0001635496688257021, "bench_c_p1d": -0.0001635496688257021, "ret_p1w": -0.08640864696786921, "ret_signed_p1w": 0.08640864696786921, "alpha_spy_p1w": 0.057377756592849605, "alpha_c_p1w": 0.057377756592849605, "bench_spy_p1w": -0.029030890375019602, "bench_c_p1w": -0.029030890375019602, "ret_p1m": -0.0414041451270889, "ret_signed_p1m": 0.0414041451270889, "alpha_spy_p1m": 0.05586757675810772, "alpha_c_p1m": 0.05586757675810772, "bench_spy_p1m": 0.01446343163101882, "bench_c_p1m": 0.01446343163101882, "ret_p3m": 0.09810982774718524, "ret_signed_p3m": -0.09810982774718524, "alpha_spy_p3m": -0.0651874442442737, "alpha_c_p3m": -0.0651874442442737, "bench_spy_p3m": 0.032922383502911545, "bench_c_p3m": 0.032922383502911545, "ret_p6m": 0.21242130362561928, "ret_signed_p6m": -0.21242130362561928, "alpha_spy_p6m": -0.10858814260245397, "alpha_c_p6m": -0.10858814260245397, "bench_spy_p6m": 0.10383316102316531, "bench_c_p6m": 0.10383316102316531, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0414041451270889, "alpha_spy_stated": 0.05586757675810772, "alpha_c_stated": 0.05586757675810772, "price_path": [0.2925, 0.1643, 0.1647, 0.135, 0.2016, 0.1809, 0.1656, 0.2196, 0.2313, 0.2862, 0.2862, 0.2817, 0.1935, 0.081, 0.1116, 0.1431, 0.2466, 0.2277, 0.27, 0.4536, 0.4338, 0.4743, 0.5248, 0.523, 0.4806, 0.6166, 0.4914, 0.577, 0.4914, 0.4626, 0.5581, 0.5383, 0.6202, 0.5851, 0.748, 0.8803, 0.8551, 0.7957, 0.8461, 0.6004, 0.8407, 0.811, 1.3312, 1.3294, 1.162, 1.3015, 1.1305, 0.928, 0.955, 1.0918, 1.1746, 1.1701, 1.0801, 1.0279, 0.9982, 1.0567, 0.9208, 0.9874, 0.91, 0.9793, 0.5887, 0.3519, 0.2547, 0.0, -0.0531, -0.0432, -0.036, -0.0846, -0.0864, -0.0738, 0.0369, 0.0729, 0.1404, 0.1404, 0.207, 0.1656, 0.1251, 0.135, 0.1386, 0.063, 0.0801, 0.0999, 0.0333, 0.0549, -0.0414, -0.1134, -0.099, -0.1215, -0.099, -0.009, 0.0153, 0.018, 0.0342, 0.0342, -0.0333, -0.0099, -0.0234, 0.009, 0.009, 0.0396, 0.1233, 0.0774, 0.0351, 0.0558, 0.036, 0.1044, 0.1494, 0.3285, 0.3735, 0.4257, 0.4257, 0.3114, 0.2772, 0.2637, 0.3078, 0.2511, 0.2952, 0.2574, 0.1935, 0.1737, 0.1872, 0.1665, 0.1233, -0.0095, 0.1332, 0.1944, 0.0981, 0.0792, -0.0666, -0.0927, -0.0927, -0.1467, -0.135, -0.2853, -0.2997, -0.2781, -0.2457, -0.2304, -0.2835, -0.3069, -0.3006, -0.3195, -0.288, -0.2979, -0.3447, -0.3321, -0.3159, -0.2934, -0.3393, -0.3249, -0.2619, -0.1674, -0.216, -0.2286, -0.27, -0.2232, -0.2592, -0.2259, -0.216, -0.2466, -0.2907, -0.2214, -0.1593, -0.1589, -0.1589, -0.135, -0.153, -0.0675, -0.0702, -0.032, 0.0122, 0.0774, 0.135, 0.1179, 0.1602, 0.1728, 0.0873, 0.1323, 0.0945, 0.0855, 0.036, 0.0171, -0.0252, 0.0162, 0.0657, 0.0945, 0.1233, 0.3591, 0.2457, 0.2124]}
{"unit_id": "orig:2018837489595609330", "ticker_idx": 0, "ts": "2026-02-04T00:02:20+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I do find it difficult to sell this position for another position with a better setup. we may well see $200 this year", "tweet_type": "analysis", "timeline": "months", "summary": "Long HOOD to $200 in 2026 on prediction markets, derivatives exchange, international expansion, and wealth management catalysts; fintech sector broadly weak.", "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": "Robinhood 2026 analysis $HOOD\n\nThe fintech sector is getting crushed. Bitcoin (-39%) and Ethereum (-53%) are hitting back to 2024 election prices. $SOFI is down from $32 to $21.76 (32% down). $HOOD down from $153 to $87 (42% down).  It's safe to say the sentiment for fintech is all time low and the market is busy on the shiny new sectors like ai, power, memory, rare minerals.\n\nWith bad news out of the way, let's focus why $HOOD is worth holding for 2026. IMHO, the company is going through cyclical ups and downs and I think we're near the bottom. Vlad is still in control, and we have plenty of catalysts to make 2026 a memorable year. If you trimmed enough cash to make other plays, then it is good enough to hold this position longer. At this moment I do find it difficult to sell this position for another position with a better setup. In other words, many of the top names are overvalued and make the switch riskier.\n\n- 2026 could be the year of prediction market. Deutsche/Mizuho are bullish on this. 2.6B events in December and we could see some growth throughout this year. Watch the January numbers as it comes in the earnings next week. Vlad teased that they have 11 line of business generating over $100m.  The risks of prediction market is the state gambling law - is it gambling? There has been pushback in some states and Supreme Court petition to decide federal vs state gambling law (est mid 2026).\n\n- Future & Derivatives Exchange, This will be launched in Q1-Q2 2026 via LedgerX acquisition. This is an institution grade product which attract a lot volume. From my prior experience in this space, the license is difficult to get and they shortcut by acquiring LedgerX. This would be similar to Bakkt if you are familiar with it. Distribution remains the biggest challenge for this line of business as this was a problem for Bakkt as well.\n\n- International expansion.  Canada (WonderFi), Indonesia UK/EU (via Bitstamp/Mica License). I think internationally Robinhood can be as appealing as Binance in the international market in the long term. I remember the 2nd part of Netflix growth was largely because of International. It's quite scalable once they figure out the right formula (rinse & repeat)\n\n- Institutional Services & Wealth management - They acquired TradePMR to feed in the tech that wealth advisors use to manage their clients funds. This will be interesting to watch develop in 2026.\n\nI generally do anticipate some difficult as a $100B company  as now they're in the big league, and they  have to grow new business line as the existing ones slow down. The company is making great strides in many direction. If all executed well, we may well see $200 this year. I will be watching Feb 10 earnings closely.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08000492096876832, "ret_signed_m1d": 0.08000492096876832, "alpha_spy_m1d": 0.07513749011972082, "alpha_c_m1d": 0.08797385954294479, "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": -0.09848675478670676, "ret_signed_p1d": -0.09848675478670676, "alpha_spy_p1d": -0.08599747072638253, "alpha_c_p1d": -0.08607017086612878, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012416583920577984, "ret_p1w": -0.03287027332669323, "ret_signed_p1w": -0.03287027332669323, "alpha_spy_p1w": -0.041279027709531624, "alpha_c_p1w": -0.010260963812348867, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.022609309514344367, "ret_p1m": -0.000744296526221877, "ret_signed_p1m": -0.000744296526221877, "alpha_spy_p1m": 0.00636750165294242, "alpha_c_p1m": 0.04984874781082593, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": -0.05059304433704781, "ret_p3m": -0.05048374542503686, "ret_signed_p3m": -0.05048374542503686, "alpha_spy_p3m": -0.09971335576498985, "alpha_c_p3m": -0.011290657947119809, "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": -0.000744296526221877, "alpha_spy_stated": 0.00636750165294242, "alpha_c_stated": 0.04984874781082593, "price_path": [0.617, 0.6854, 0.6364, 0.6495, 0.5074, 0.5195, 0.4385, 0.4178, 0.4656, 0.3174, 0.3309, 0.4261, 0.4335, 0.5902, 0.5902, 0.5938, 0.5287, 0.5623, 0.6577, 0.7003, 0.6367, 0.6923, 0.6833, 0.6827, 0.5304, 0.4823, 0.4297, 0.481, 0.4364, 0.4532, 0.5052, 0.5179, 0.4914, 0.4939, 0.4939, 0.4653, 0.4566, 0.432, 0.4029, 0.4029, 0.429, 0.5287, 0.5096, 0.4509, 0.4313, 0.4298, 0.4577, 0.4914, 0.4844, 0.3688, 0.3488, 0.3488, 0.3121, 0.3138, 0.3179, 0.3271, 0.3272, 0.3054, 0.2826, 0.2558, 0.2339, 0.1152, 0.08, 0.0, -0.0985, 0.0273, 0.0737, 0.0618, -0.0329, -0.1178, -0.0577, -0.0577, -0.0643, -0.0671, -0.0616, -0.0559, -0.1097, -0.0897, -0.0383, -0.0145, -0.0592, -0.0228, -0.0564, 0.0197, -0.0007, -0.0438, -0.0158, -0.0259, -0.0239, -0.0558, -0.0897, -0.0659, -0.0406, -0.071, -0.0801, -0.1207, -0.1008, -0.1431, -0.1002, -0.1274, -0.1811, -0.1918, -0.1404, -0.1304, -0.1454, -0.1454, -0.1345, -0.1361, -0.109, -0.1302, -0.1418, -0.111, -0.019, 0.0831, 0.0773, 0.1257, 0.1322, 0.0721, 0.0969, 0.0362, 0.0507, 0.0413, 0.018, -0.1168, -0.0959, -0.0863, -0.0505, -0.0445, -0.0195, -0.0538, -0.0445, 0.002, -0.0291, -0.048, 0.001, -0.0432, -0.043, -0.0801, -0.0603, -0.0583, -0.0866, -0.0866, -0.081, -0.0545, 0.0523, 0.1697, 0.1254, 0.0935, 0.0277, 0.0956, 0.0229, 0.0548, 0.0391, 0.0712, 0.144, 0.1559, 0.2171, 0.1996, 0.3049, 0.3415, 0.3415, 0.3112, 0.2807, 0.2055, 0.1594, 0.2241, null, null, 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:1986565917443068024", "ticker_idx": 0, "ts": "2025-11-06T22:46:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it quietly becoming a beast. I have equivalent $700K position", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long INTC with $700K position; sees it becoming a beast, with Elon praising Lip Bu Tan as a bullish signal for partnership prospects.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "@amitisinvesting You should cover $INTC, it quietly becoming a beast. I have equivalent $700K position.\n\nhttps://t.co/I4LhdLeVPR\n\n---\n\n@amitisinvesting $INTC is becoming likely partner esp after Elon praising Lip Bu Tan. This is a second signal.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02334118449298095, "ret_signed_m1d": -0.02334118449298095, "alpha_spy_m1d": -0.02235758782924835, "alpha_c_m1d": -0.031872718429700964, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": 0.008531533936720015, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008392333749285052, "ret_signed_p1d": 0.008392333749285052, "alpha_spy_p1d": -0.007212036597054938, "alpha_c_p1d": -0.02225801467363997, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.030650348422925022, "ret_p1w": -0.06845005342877042, "ret_signed_p1w": -0.06845005342877042, "alpha_spy_p1w": -0.06988096461404569, "alpha_c_p1w": -0.05943020681153821, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.009019846617232208, "ret_p1m": 0.05691051949012116, "ret_signed_p1m": 0.05691051949012116, "alpha_spy_p1m": 0.03804222981558403, "alpha_c_p1m": -0.0017760820822578793, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.05868660157237904, "ret_p3m": 0.2745868636956581, "ret_signed_p3m": 0.2745868636956581, "alpha_spy_p3m": 0.24888127479558864, "alpha_c_p3m": 0.17379210908663012, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.10079475460902798, "ret_p6m": 1.5119327588844276, "ret_signed_p6m": 1.5119327588844276, "alpha_spy_p6m": 1.4357320835192957, "alpha_c_p6m": 1.051611835534657, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": 0.4603209233497705, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05691051949012116, "alpha_spy_stated": 0.03804222981558403, "alpha_c_stated": -0.0017760820822578793, "price_path": [-0.428, -0.4173, -0.3742, -0.3559, -0.3795, -0.3362, -0.3826, -0.3837, -0.3496, -0.3562, -0.3614, -0.3483, -0.3462, -0.3614, -0.3614, -0.3651, -0.3706, -0.3546, -0.3577, -0.358, -0.359, -0.3504, -0.3546, -0.3685, -0.3504, -0.3373, -0.347, -0.1983, -0.2242, -0.2457, -0.2305, -0.1812, -0.1086, -0.069, -0.0957, -0.1201, -0.0574, -0.0218, -0.0341, -0.0404, -0.0252, -0.0184, -0.0087, -0.0462, -0.0239, -0.0656, -0.0257, -0.0338, -0.0294, -0.0008, -0.0003, -0.0317, 0.0008, 0.0039, 0.037, 0.0892, 0.0842, 0.0532, 0.0488, 0.0359, -0.0288, 0.0066, -0.0233, 0.0, 0.0084, -0.0066, -0.0063, -0.0582, -0.0685, -0.0897, -0.0997, -0.0792, -0.1183, -0.0952, -0.0614, -0.0603, -0.0346, -0.0346, 0.0637, 0.0493, 0.14, 0.1477, 0.0622, 0.086, 0.0569, 0.0622, 0.0695, 0.0362, -0.0084, -0.0163, -0.0215, -0.0546, -0.0485, -0.0344, -0.0462, -0.0467, -0.0517, -0.0517, -0.0506, -0.038, -0.0218, -0.0323, -0.0323, 0.0328, 0.0325, 0.0501, 0.118, 0.0782, 0.1946, 0.1555, 0.2402, 0.2777, 0.2672, 0.2316, 0.2316, 0.2735, 0.4228, 0.4246, 0.182, 0.1143, 0.1521, 0.2793, 0.2762, 0.2187, 0.2801, 0.2916, 0.2746, 0.2651, 0.3268, 0.3176, 0.236, 0.2665, 0.219, 0.2271, 0.2271, 0.2111, 0.1922, 0.1702, 0.1568, 0.1442, 0.2095, 0.2295, 0.1922, 0.1962, 0.1933, 0.1303, 0.1954, 0.2051, 0.1387, 0.1954, 0.2269, 0.2583, 0.1867, 0.2004, 0.2001, 0.1555, 0.181, 0.2111, 0.1505, 0.1542, 0.1555, 0.2373, 0.1566, 0.1311, 0.0803, 0.1574, 0.2596, 0.3213, 0.3213, 0.3318, 0.3876, 0.546, 0.6187, 0.636, 0.7094, 0.6735, 0.7031, 0.7965, 0.7965, 0.7231, 0.7377, 0.7118, 0.7514, 1.1647, 1.229, 1.2166, 1.4849, 1.4778, 1.6126, 1.5119]}
{"unit_id": "quote:2016875321971114413", "ticker_idx": 0, "ts": "2026-01-29T14:05:23+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As $tsla shareholders, we are xAI investors now.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Frames TSLA's $2B xAI preferred acquisition as a positive — TSLA shareholders now have xAI exposure.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "As $tsla shareholders, we are xAI investors now.", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA TO ACQUIRE $2B OF XAI PREFERRED STOCK https://t.co/UyLh5AeoHr", "parent_author": null, "ret_m1d": 0.035769142461617554, "ret_signed_m1d": 0.035769142461617554, "alpha_spy_m1d": 0.03378081972456792, "alpha_c_m1d": 0.03098329881999251, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": 0.004785843641625043, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033248526466028494, "ret_signed_p1d": 0.033248526466028494, "alpha_spy_p1d": 0.03623101057160283, "alpha_c_p1d": 0.03341362094279654, "bench_spy_p1d": -0.0029824841055743345, "bench_c_p1d": -0.00016509447676804623, "ret_p1w": -0.04645190660870846, "ret_signed_p1w": -0.04645190660870846, "alpha_spy_p1w": -0.02279334149520562, "alpha_c_p1w": -0.016086342434361578, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.030365564174346882, "ret_p1m": -0.03372860542374201, "ret_signed_p1m": -0.03372860542374201, "alpha_spy_p1m": -0.0221298498361705, "alpha_c_p1m": 0.0020004434424533146, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.03572904886619532, "ret_p3m": -0.0973209352374731, "ret_signed_p3m": -0.0973209352374731, "alpha_spy_p3m": -0.12555220060022787, "alpha_c_p3m": -0.06476919657520352, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": -0.03255173866226957, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03372860542374201, "alpha_spy_stated": -0.0221298498361705, "alpha_c_stated": 0.0020004434424533146, "price_path": [0.1244, 0.0665, 0.1093, 0.0705, 0.0311, 0.0688, 0.0554, 0.0337, -0.035, -0.0293, -0.0183, -0.0368, -0.0302, -0.0512, -0.0611, 0.0029, 0.0068, 0.0241, 0.0241, 0.0327, 0.0326, 0.0304, 0.0725, 0.0912, 0.0923, 0.0553, 0.0687, 0.0838, 0.0728, 0.1018, 0.141, 0.176, 0.1217, 0.1604, 0.1552, 0.1733, 0.1656, 0.1653, 0.1653, 0.1407, 0.1034, 0.0909, 0.0796, 0.0796, 0.0516, 0.0843, 0.0394, 0.0356, 0.0462, 0.0683, 0.0778, 0.0736, 0.0543, 0.0528, 0.0503, 0.0503, 0.0065, 0.0357, 0.0787, 0.078, 0.0447, 0.0344, 0.0358, 0.0, 0.0332, 0.0126, 0.013, -0.0253, -0.0465, -0.0131, 0.0018, 0.0208, 0.0281, 0.0012, 0.0021, 0.0021, -0.0142, -0.0126, -0.0116, -0.0114, -0.0402, -0.0172, 0.002, -0.0192, -0.0337, -0.0318, -0.0579, -0.0255, -0.0264, -0.0476, -0.0429, -0.0416, -0.021, -0.0517, -0.0609, -0.0504, -0.0415, -0.0571, -0.087, -0.1167, -0.0857, -0.0805, -0.0735, -0.1067, -0.1314, -0.1471, -0.1076, -0.0847, -0.1344, -0.1344, -0.153, -0.1678, -0.176, -0.1703, -0.1623, -0.154, -0.1257, -0.0591, -0.0664, -0.0383, -0.0578, -0.0724, -0.0697, -0.1028, -0.0966, -0.091, -0.0973, -0.1051, -0.0839, -0.0618, -0.0577, -0.0653, -0.0428, -0.0115, 0.0283, 0.0683, 0.0405, 0.0689, 0.0642, 0.0136, -0.0158, -0.0299, 0.0017, 0.0031, 0.0227, 0.0227, 0.0409, 0.0571, 0.0613, 0.0462, -0.0016, 0.0172, 0.0171, 0.0045, -0.0614, -0.0183, -0.0477, -0.0839, -0.0418, -0.0243, -0.013, -0.0286, -0.0484, -0.0386, -0.0386, -0.0276, -0.0839, -0.0985, -0.0995, -0.0885, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2018922832689078706", "ticker_idx": 0, "ts": "2026-02-04T05:41:27+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm very bullish on intc and te", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Very bullish INTC and TE Connectivity; feeling out Baer; bullish defense plays RKLB and KTOS.", "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": "reply_other", "lang": "en", "tweet_text": "@coinviction @moninvestor I'm very bullish on intc and te.  Of course i would like to own memory but missed rhe train but ready to csp when it makes sense for entry. Feeling out baer.  Bullish on defense like rklb and ktos", "reply_text": null, "parent_text": "@DeepValueBagger @moninvestor DVB, what are your fave stocks at the moment? INTC, TE, HOOD what else? \n\nI saw you were looking at $NET. I own some ; solid LT.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": 0.01337451741330864, "ret_signed_m1d": 0.01337451741330864, "alpha_spy_m1d": 0.008507086564261135, "alpha_c_m1d": -0.027618111539279733, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.04099262895258837, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007407341706934245, "ret_signed_p1d": -0.007407341706934245, "alpha_spy_p1d": 0.00508194235338999, "alpha_c_p1d": -0.004920608769461876, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.002486732937472369, "ret_p1w": -0.006378550788614157, "ret_signed_p1w": -0.006378550788614157, "alpha_spy_p1w": -0.014787305171452547, "alpha_c_p1w": -0.09213325134815109, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.08575470055953693, "ret_p1m": -0.05452670358812317, "ret_signed_p1m": -0.05452670358812317, "alpha_spy_p1m": -0.047414905408958874, "alpha_c_p1m": -0.08942021040241377, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.0348935068142906, "ret_p3m": 0.9707819297627871, "ret_signed_p3m": 0.9707819297627871, "alpha_spy_p3m": 0.9215523194228341, "alpha_c_p3m": 0.6441759323818892, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.3266059973808979, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05452670358812317, "alpha_spy_stated": -0.047414905408958874, "alpha_c_stated": -0.08942021040241377, "price_path": [-0.2154, -0.2088, -0.2206, -0.2204, -0.2611, -0.2691, -0.2858, -0.2936, -0.2776, -0.3082, -0.2901, -0.2636, -0.2628, -0.2426, -0.2426, -0.1654, -0.1767, -0.1056, -0.0996, -0.1667, -0.1479, -0.1708, -0.1667, -0.1609, -0.187, -0.222, -0.2282, -0.2323, -0.2582, -0.2535, -0.2424, -0.2516, -0.2521, -0.256, -0.256, -0.2551, -0.2453, -0.2325, -0.2407, -0.2407, -0.1897, -0.1899, -0.1761, -0.1228, -0.1541, -0.0628, -0.0934, -0.027, 0.0025, -0.0058, -0.0337, -0.0337, -0.0008, 0.1163, 0.1177, -0.0726, -0.1257, -0.0961, 0.0037, 0.0012, -0.0438, 0.0043, 0.0134, 0.0, -0.0074, 0.0409, 0.0337, -0.0302, -0.0064, -0.0436, -0.0372, -0.0372, -0.0498, -0.0646, -0.0819, -0.0924, -0.1023, -0.051, -0.0354, -0.0646, -0.0615, -0.0638, -0.1132, -0.0621, -0.0545, -0.1066, -0.0621, -0.0374, -0.0128, -0.0689, -0.0582, -0.0584, -0.0934, -0.0735, -0.0498, -0.0973, -0.0944, -0.0934, -0.0292, -0.0926, -0.1126, -0.1525, -0.092, -0.0117, 0.0366, 0.0366, 0.0449, 0.0887, 0.213, 0.27, 0.2835, 0.3412, 0.313, 0.3362, 0.4095, 0.4095, 0.3519, 0.3634, 0.343, 0.3741, 0.6984, 0.7488, 0.7391, 0.9496, 0.944, 1.0498, 0.9708, 1.2253, 1.3253, 1.2556, 1.5704, 1.6634, 1.4817, 1.4751, 1.3854, 1.2381, 1.2257, 1.2798, 1.4477, 1.4383, 1.4658, 1.4658, 1.5416, 1.5056, 1.4874, 1.3597, 1.2496, 1.2208, 1.3191, 1.3, 1.0405, 1.2689, 1.2206, 1.2025, 1.4066, 1.5632, 1.6309, 1.4084, 1.4918, 1.757, 1.757, 1.9, 1.7218, 1.7088, 1.734, 1.6403, null, null, 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:2018922832689078706", "ticker_idx": 1, "ts": "2026-02-04T05:41:27+00:00", "symbol": "TE Connectivity", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm very bullish on intc and te", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Very bullish INTC and TE Connectivity; feeling out Baer; bullish defense plays RKLB and KTOS.", "resolved_tickers": ["TEL"], "resolution_method": "exchange_ticker", "resolution_reason": "TE Connectivity trades as TEL on NYSE", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@coinviction @moninvestor I'm very bullish on intc and te.  Of course i would like to own memory but missed rhe train but ready to csp when it makes sense for entry. Feeling out baer.  Bullish on defense like rklb and ktos", "reply_text": null, "parent_text": "@DeepValueBagger @moninvestor DVB, what are your fave stocks at the moment? INTC, TE, HOOD what else? \n\nI saw you were looking at $NET. I own some ; solid LT.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": 0.04893652470856957, "ret_signed_m1d": 0.04893652470856957, "alpha_spy_m1d": 0.04406909385952207, "alpha_c_m1d": 0.020265755488704462, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.02867076921986511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0329022992597825, "ret_signed_p1d": -0.0329022992597825, "alpha_spy_p1d": -0.020413015199458262, "alpha_c_p1d": -0.014874594622349968, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.01802770463743253, "ret_p1w": 0.05871457337096597, "ret_signed_p1w": 0.05871457337096597, "alpha_spy_p1w": 0.05030581898812758, "alpha_c_p1w": 0.023600046221821103, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03511452714914487, "ret_p1m": -0.02124629392816557, "ret_signed_p1m": -0.02124629392816557, "alpha_spy_p1m": -0.014134495749001275, "alpha_c_p1m": -0.03616087033629933, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.014914576408133762, "ret_p3m": -0.045789532144921985, "ret_signed_p3m": -0.045789532144921985, "alpha_spy_p3m": -0.09501914248487497, "alpha_c_p3m": -0.2205035686532748, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.17471403650835282, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02124629392816557, "alpha_spy_stated": -0.014134495749001275, "alpha_c_stated": -0.03616087033629933, "price_path": [0.1234, 0.1482, 0.1454, 0.1415, 0.095, 0.0998, 0.0854, 0.073, 0.0799, -0.006, 0.0146, 0.0206, 0.03, 0.0414, 0.0414, 0.048, 0.0462, 0.0638, 0.0696, 0.0817, 0.0861, 0.0843, 0.0946, 0.1313, 0.1321, 0.0666, 0.0691, 0.0515, 0.0322, 0.0472, 0.0658, 0.0821, 0.0783, 0.0747, 0.0747, 0.0774, 0.0742, 0.0676, 0.0543, 0.0543, 0.0808, 0.0723, 0.0719, 0.064, 0.0567, 0.0733, 0.0909, 0.0964, 0.0997, 0.1211, 0.1169, 0.1169, 0.081, 0.0705, 0.0721, 0.0373, 0.045, 0.0695, 0.0277, 0.0486, 0.0324, 0.0526, 0.0489, 0.0, -0.0329, 0.0006, 0.0494, 0.0463, 0.0587, 0.0447, 0.0945, 0.0945, 0.0932, 0.0919, 0.077, 0.0911, 0.0751, 0.1223, 0.1268, 0.096, 0.0698, -0.0146, -0.0503, -0.0284, -0.0212, -0.0431, -0.0413, -0.0566, -0.0464, -0.0804, -0.0731, -0.0543, -0.0502, -0.0878, -0.0778, -0.0897, -0.0667, -0.0407, -0.0238, -0.0555, -0.0604, -0.0767, -0.0284, -0.0161, -0.0282, -0.0282, -0.0251, -0.0193, 0.0367, 0.0627, 0.0681, 0.0892, 0.1011, 0.0884, 0.0992, 0.1441, 0.1512, 0.1304, 0.0275, 0.0121, -0.0021, -0.0261, -0.0503, -0.0459, -0.0161, -0.0358, -0.0458, -0.0381, 0.0048, -0.0236, -0.0415, -0.0419, -0.0065, -0.0347, -0.0392, -0.0466, -0.068, -0.0886, -0.0639, -0.0584, -0.0538, -0.0538, -0.0266, -0.0259, -0.0185, -0.0042, -0.015, 0.002, 0.0191, 0.0301, -0.0077, -0.0406, -0.0158, -0.0574, -0.0306, -0.0183, 0.0086, 0.0126, -0.0098, 0.0156, 0.0156, -0.0075, -0.0525, -0.0735, -0.0664, -0.0773, null, null, 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:2018922832689078706", "ticker_idx": 3, "ts": "2026-02-04T05:41:27+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish on defense like rklb and ktos", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Very bullish INTC and TE Connectivity; feeling out Baer; bullish defense plays RKLB and KTOS.", "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": "reply_other", "lang": "en", "tweet_text": "@coinviction @moninvestor I'm very bullish on intc and te.  Of course i would like to own memory but missed rhe train but ready to csp when it makes sense for entry. Feeling out baer.  Bullish on defense like rklb and ktos", "reply_text": null, "parent_text": "@DeepValueBagger @moninvestor DVB, what are your fave stocks at the moment? INTC, TE, HOOD what else? \n\nI saw you were looking at $NET. I own some ; solid LT.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": 0.11161258329355661, "ret_signed_m1d": 0.11161258329355661, "alpha_spy_m1d": 0.1067451524445091, "alpha_c_m1d": 0.11426913954325546, "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": -0.09287376362798105, "ret_signed_p1d": -0.09287376362798105, "alpha_spy_p1d": -0.08038447956765682, "alpha_c_p1d": -0.08685223009158449, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.047736258167605405, "ret_signed_p1w": -0.047736258167605405, "alpha_spy_p1w": -0.056145012550443796, "alpha_c_p1w": -0.07991059910874487, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.042538648398140255, "ret_signed_p1m": -0.042538648398140255, "alpha_spy_p1m": -0.03542685021897596, "alpha_c_p1m": -0.0583011296665934, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": 0.09848169727990319, "ret_signed_p3m": 0.09848169727990319, "alpha_spy_p3m": 0.0492520869399502, "alpha_c_p3m": 0.0862587856232575, "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": -0.042538648398140255, "alpha_spy_stated": -0.03542685021897596, "alpha_c_stated": -0.0583011296665934, "price_path": [-0.2937, -0.2901, -0.2991, -0.3165, -0.3811, -0.3771, -0.4076, -0.4149, -0.4034, -0.46, -0.4488, -0.4194, -0.4173, -0.4265, -0.4265, -0.4236, -0.4478, -0.4269, -0.3883, -0.3247, -0.329, -0.2948, -0.2692, -0.2132, -0.131, -0.1589, -0.2421, -0.241, -0.2619, -0.1804, -0.0354, 0.0607, 0.0557, 0.0557, 0.0557, -0.0336, -0.0409, -0.0364, -0.0458, -0.0458, 0.0394, 0.0688, 0.1767, 0.15, 0.1364, 0.1606, 0.2023, 0.1842, 0.2556, 0.2414, 0.3172, 0.3172, 0.2195, 0.2012, 0.2034, 0.216, 0.1008, 0.19, 0.2115, 0.1719, 0.0952, 0.0142, 0.1116, 0.0, -0.0929, -0.0108, 0.0373, -0.0148, -0.0477, -0.0971, -0.0776, -0.0776, -0.044, 0.0179, 0.0475, -0.0308, -0.0397, -0.0429, -0.0398, -0.0063, -0.0548, -0.0293, -0.0408, -0.0164, -0.0425, -0.041, -0.0223, -0.0572, -0.0157, -0.0648, -0.0643, -0.0246, 0.075, -0.0497, -0.0161, -0.0804, -0.0699, -0.0963, -0.0031, -0.0981, -0.1666, -0.2152, -0.1216, -0.1038, -0.0736, -0.0736, -0.0744, -0.0929, -0.0551, -0.0871, -0.0692, -0.0341, -0.0122, 0.0067, 0.1343, 0.1599, 0.2236, 0.1851, 0.2316, 0.1572, 0.0899, 0.1256, 0.075, 0.0535, 0.1286, 0.078, 0.0985, 0.0773, 0.1578, 0.0748, 0.4426, 0.6051, 0.608, 0.6981, 0.813, 0.7066, 0.794, 0.7413, 0.8367, 0.7159, 0.8569, 0.8569, 0.9587, 1.0548, 1.0248, 0.9625, 0.6741, 0.6868, 0.5689, 0.6407, 0.5057, 0.5545, 0.4804, 0.4369, 0.57, 0.4005, 0.4943, 0.4311, 0.477, 0.4668, 0.4668, 0.3718, 0.3011, 0.1682, 0.1037, 0.1563, null, null, 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:2018922832689078706", "ticker_idx": 4, "ts": "2026-02-04T05:41:27+00:00", "symbol": "KTOS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish on defense like rklb and ktos", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Very bullish INTC and TE Connectivity; feeling out Baer; bullish defense plays RKLB and KTOS.", "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": "reply_other", "lang": "en", "tweet_text": "@coinviction @moninvestor I'm very bullish on intc and te.  Of course i would like to own memory but missed rhe train but ready to csp when it makes sense for entry. Feeling out baer.  Bullish on defense like rklb and ktos", "reply_text": null, "parent_text": "@DeepValueBagger @moninvestor DVB, what are your fave stocks at the moment? INTC, TE, HOOD what else? \n\nI saw you were looking at $NET. I own some ; solid LT.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": 0.13182963619993515, "ret_signed_m1d": 0.13182963619993515, "alpha_spy_m1d": 0.12696220535088765, "alpha_c_m1d": 0.134486192449634, "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": -0.0665717914065268, "ret_signed_p1d": -0.0665717914065268, "alpha_spy_p1d": -0.05408250734620257, "alpha_c_p1d": -0.06055025787013024, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021533536396562, "ret_p1w": -0.03887006438831275, "ret_signed_p1w": -0.03887006438831275, "alpha_spy_p1w": -0.04727881877115114, "alpha_c_p1w": -0.07104440532945222, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.03217434094113947, "ret_p1m": -0.06339648307724643, "ret_signed_p1m": -0.06339648307724643, "alpha_spy_p1m": -0.05628468489808214, "alpha_c_p1m": -0.07915896434569958, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.015762481268453143, "ret_p3m": -0.3219095689964402, "ret_signed_p3m": -0.3219095689964402, "alpha_spy_p3m": -0.3711391793363932, "alpha_c_p3m": -0.3341324806530859, "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": -0.06339648307724643, "alpha_spy_stated": -0.05628468489808214, "alpha_c_stated": -0.07915896434569958, "price_path": [-0.1473, -0.133, -0.1614, -0.1602, -0.215, -0.2067, -0.2309, -0.2296, -0.2262, -0.263, -0.243, -0.1885, -0.1783, -0.1704, -0.1704, -0.1668, -0.1984, -0.223, -0.2031, -0.1495, -0.1624, -0.1566, -0.1566, -0.1579, -0.1374, -0.1683, -0.1869, -0.1993, -0.2361, -0.2182, -0.1745, -0.1073, -0.0989, -0.1244, -0.1244, -0.1492, -0.1518, -0.1681, -0.1688, -0.1688, -0.1318, -0.0153, 0.0066, 0.0012, 0.1392, 0.2449, 0.2905, 0.3109, 0.3303, 0.3638, 0.4313, 0.4313, 0.409, 0.3204, 0.2466, 0.2087, 0.2189, 0.2927, 0.2337, 0.1843, 0.1279, 0.0529, 0.1318, 0.0, -0.0666, 0.0337, 0.0819, 0.0235, -0.0389, -0.0469, -0.0249, -0.0249, 0.007, 0.0644, 0.157, 0.052, 0.0326, -0.0071, -0.0339, 0.0089, -0.0564, -0.0067, -0.0261, -0.0241, -0.0634, -0.0474, 0.0125, -0.0259, -0.0264, -0.0205, -0.0416, -0.0197, 0.0436, 0.0187, 0.0159, -0.0735, -0.0837, -0.1515, -0.1243, -0.1694, -0.2123, -0.2852, -0.228, -0.2587, -0.263, -0.263, -0.1888, -0.2121, -0.1847, -0.2518, -0.2298, -0.1947, -0.1935, -0.1825, -0.1853, -0.2227, -0.2354, -0.2494, -0.2488, -0.2826, -0.3292, -0.3084, -0.3249, -0.3479, -0.3096, -0.3206, -0.3219, -0.3506, -0.3264, -0.3759, -0.3661, -0.376, -0.3723, -0.4253, -0.3994, -0.4297, -0.4063, -0.4145, -0.3888, -0.4014, -0.3849, -0.3849, -0.3781, -0.3726, -0.2862, -0.2978, -0.3048, -0.3072, -0.3602, -0.3058, -0.3592, -0.3679, -0.3848, -0.3998, -0.3564, -0.3677, -0.3757, -0.3831, -0.3851, -0.4064, -0.4064, -0.4406, -0.4438, -0.475, -0.4928, -0.4831, null, null, 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:2019795171366322424", "ticker_idx": 0, "ts": "2026-02-06T15:27:49+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hood, im selling off. Consumer spending is not good.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Selling HOOD on weak consumer spending; trimming IREN on competition risk.", "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": "reply_other", "lang": "en", "tweet_text": "@MikeQuinones_ Hood, im selling off. Consumer spending is not good.\n\nIren, trimming. Competition risk.", "reply_text": null, "parent_text": "@DeepValueBagger Hey @DeepValueBagger, I completely agree with this. I think sticking with proved assets over the long run beats chasing random stocks going up. \n\nDo you still think $NBIS, $IREN, $TSLA, $HOOD are still considered high quality? \n\nI’m heavy into $NVDA and $PLTR too", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.12243418772050696, "ret_signed_m1d": 0.12243418772050696, "alpha_spy_m1d": 0.103610529114751, "alpha_c_m1d": 0.10455731206363128, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01787687565687568, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04515814872676538, "ret_signed_p1d": -0.04515814872676538, "alpha_spy_p1d": -0.040336422010188056, "alpha_c_p1d": -0.0510556966485084, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.005897547921743018, "ret_p1w": -0.08270947234197079, "ret_signed_p1w": 0.08270947234197079, "alpha_spy_p1w": 0.06986592764517718, "alpha_c_p1w": 0.03460778768385675, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.04810168465811404, "ret_p1m": -0.041898107141866814, "ret_signed_p1m": 0.041898107141866814, "alpha_spy_p1m": 0.024015604812298474, "alpha_c_p1m": -0.030530909508710846, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.07242901665057766, "ret_p3m": -0.04552036533395454, "ret_signed_p3m": 0.04552036533395454, "alpha_spy_p3m": 0.11098923227881896, "alpha_c_p3m": 0.005831369757292815, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": -0.03968899557666172, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.041898107141866814, "alpha_spy_stated": 0.024015604812298474, "alpha_c_stated": -0.030530909508710846, "price_path": [0.593, 0.6057, 0.4674, 0.4791, 0.4003, 0.3801, 0.4267, 0.2824, 0.2956, 0.3882, 0.3954, 0.5479, 0.5479, 0.5514, 0.488, 0.5208, 0.6136, 0.6552, 0.5932, 0.6473, 0.6386, 0.638, 0.4897, 0.4429, 0.3917, 0.4417, 0.3982, 0.4146, 0.4652, 0.4775, 0.4518, 0.4542, 0.4542, 0.4263, 0.4179, 0.394, 0.3656, 0.3656, 0.3911, 0.488, 0.4695, 0.4123, 0.3933, 0.3918, 0.419, 0.4518, 0.4449, 0.3324, 0.313, 0.313, 0.2772, 0.2789, 0.2829, 0.2918, 0.292, 0.2707, 0.2485, 0.2224, 0.2012, 0.0856, 0.0513, -0.0266, -0.1224, 0.0, 0.0452, 0.0336, -0.0586, -0.1413, -0.0827, -0.0827, -0.0891, -0.0919, -0.0866, -0.081, -0.1333, -0.1139, -0.0639, -0.0407, -0.0842, -0.0488, -0.0815, -0.0074, -0.0273, -0.0692, -0.0419, -0.0518, -0.0499, -0.0809, -0.1139, -0.0907, -0.066, -0.0956, -0.1046, -0.144, -0.1247, -0.1659, -0.1241, -0.1506, -0.2028, -0.2132, -0.1632, -0.1535, -0.1681, -0.1681, -0.1574, -0.159, -0.1327, -0.1533, -0.1646, -0.1346, -0.045, 0.0543, 0.0487, 0.0957, 0.1021, 0.0436, 0.0677, 0.0087, 0.0228, 0.0136, -0.0091, -0.1403, -0.1199, -0.1106, -0.0757, -0.0699, -0.0455, -0.079, -0.0699, -0.0246, -0.0549, -0.0733, -0.0256, -0.0686, -0.0685, -0.1046, -0.0852, -0.0833, -0.1108, -0.1108, -0.1054, -0.0796, 0.0244, 0.1386, 0.0955, 0.0645, 0.0004, 0.0665, -0.0042, 0.0268, 0.0115, 0.0427, 0.1136, 0.1252, 0.1847, 0.1677, 0.2702, 0.3058, 0.3058, 0.2764, 0.2467, 0.1735, 0.1286, 0.1916, null, null, null, null, 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:2019795171366322424", "ticker_idx": 1, "ts": "2026-02-06T15:27:49+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, trimming. Competition risk.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Selling HOOD on weak consumer spending; trimming IREN on competition risk.", "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": "@MikeQuinones_ Hood, im selling off. Consumer spending is not good.\n\nIren, trimming. Competition risk.", "reply_text": null, "parent_text": "@DeepValueBagger Hey @DeepValueBagger, I completely agree with this. I think sticking with proved assets over the long run beats chasing random stocks going up. \n\nDo you still think $NBIS, $IREN, $TSLA, $HOOD are still considered high quality? \n\nI’m heavy into $NVDA and $PLTR too", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.048768845953356954, "ret_signed_m1d": 0.048768845953356954, "alpha_spy_m1d": 0.029945187347600988, "alpha_c_m1d": 0.030891970296481275, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01787687565687568, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10327514955108219, "ret_signed_p1d": -0.10327514955108219, "alpha_spy_p1d": -0.09845342283450487, "alpha_c_p1d": -0.10917269747282521, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.005897547921743018, "ret_p1w": 0.009323437068532447, "ret_signed_p1w": -0.009323437068532447, "alpha_spy_p1w": -0.022166981765326055, "alpha_c_p1w": -0.05742512172664649, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.04810168465811404, "ret_p1m": -0.07147983618415754, "ret_signed_p1m": 0.07147983618415754, "alpha_spy_p1m": 0.0535973338545892, "alpha_c_p1m": -0.0009491804664201187, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.07242901665057766, "ret_p3m": 0.45780532806395047, "ret_signed_p3m": -0.45780532806395047, "alpha_spy_p3m": -0.39233646111908604, "alpha_c_p3m": -0.4974943236406122, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": -0.03968899557666172, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07147983618415754, "alpha_spy_stated": 0.0535973338545892, "alpha_c_stated": -0.0009491804664201187, "price_path": [0.3717, 0.3316, 0.163, 0.1085, 0.1334, 0.1678, 0.0956, 0.0392, 0.0103, 0.1592, 0.1348, 0.1583, 0.1583, 0.143, 0.1592, -0.017, 0.0509, 0.1104, 0.0689, 0.1078, 0.1198, 0.05, 0.0504, -0.0406, -0.1518, -0.1253, -0.1924, -0.1442, -0.0457, 0.005, 0.0057, 0.0036, 0.0036, -0.0366, -0.0579, -0.0844, -0.0971, -0.0971, 0.0208, 0.1532, 0.0975, 0.0429, 0.092, 0.1004, 0.2032, 0.2668, 0.2642, 0.2405, 0.3823, 0.3823, 0.2972, 0.2785, 0.2493, 0.355, 0.2517, 0.4341, 0.5047, 0.4306, 0.2847, 0.2689, 0.3003, 0.0743, -0.0488, 0.0, 0.1033, 0.0263, 0.0201, -0.043, 0.0093, 0.0093, -0.0206, 0.006, 0.0349, -0.0442, 0.0127, 0.0865, 0.0526, 0.0576, -0.021, -0.0105, -0.0712, 0.0481, -0.0408, -0.1226, -0.0715, -0.0887, 0.0036, -0.011, -0.006, 0.0743, 0.027, 0.0091, -0.0041, -0.0129, 0.0079, -0.017, -0.0096, -0.1047, -0.1611, -0.2441, -0.1805, -0.185, -0.1688, -0.1688, -0.1602, -0.1456, -0.1195, -0.114, -0.06, 0.0296, 0.1324, 0.1671, 0.1403, 0.1504, 0.1647, 0.0798, 0.1568, 0.2436, 0.2106, 0.1561, 0.0624, 0.0246, 0.088, 0.0916, 0.1829, 0.3086, 0.4578, 0.3591, 0.4631, 0.3184, 0.3521, 0.3189, 0.3961, 0.2656, 0.2063, 0.1413, 0.2601, 0.388, 0.3586, 0.3586, 0.4291, 0.6218, 0.5312, 0.519, 0.5618, 0.5922, 0.5654, 0.4788, 0.2993, 0.415, 0.2914, 0.2317, 0.3557, 0.4289, 0.4547, 0.4148, 0.3892, 0.4334, 0.4334, 0.3596, 0.3082, 0.2025, 0.1413, 0.1286, null, null, null, null, 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:2023988705862525401", "ticker_idx": 0, "ts": "2026-02-18T05:11:26+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE is overhyped and there are way too many players in battery business", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish EOSE (overhyped, too many battery players) and KRKNF (overvalued, over-promoted on social media).", "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": "@pludacris $INV i don't know much about but $EOSE is overhyped and there are way too many players in battery business. $KRKNF is all over X. overvalued imo", "reply_text": null, "parent_text": "@DeepValueBagger Hard disagree, especially on $Inv. Almost no tweets about that day to day.", "quoted_text": null, "parent_author": "pludacris", "ret_m1d": -0.009515623387426286, "ret_signed_m1d": 0.009515623387426286, "alpha_spy_m1d": 0.004503167125606611, "alpha_c_m1d": 0.009744170719377276, "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": -0.009515623387426286, "ret_signed_p1d": 0.009515623387426286, "alpha_spy_p1d": 0.006878279063876724, "alpha_c_p1d": 0.016942447710856623, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.007426824323430337, "ret_p1w": -0.03719725688297504, "ret_signed_p1w": 0.03719725688297504, "alpha_spy_p1w": 0.04719311194830689, "alpha_c_p1w": 0.040396568997569826, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": -0.5224913684640209, "ret_signed_p1m": 0.5224913684640209, "alpha_spy_p1m": 0.483892513739153, "alpha_c_p1m": 0.45976283756329117, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.06272853090072972, "ret_p3m": -0.35726647416635793, "ret_signed_p3m": 0.35726647416635793, "alpha_spy_p3m": 0.43650017266402485, "alpha_c_p3m": 0.33549883056208585, "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": 0.5224913684640209, "alpha_spy_stated": 0.483892513739153, "alpha_c_stated": 0.45976283756329117, "price_path": [0.0692, 0.1349, 0.1592, 0.2292, 0.2292, 0.3019, 0.1769, 0.1055, 0.1721, 0.3486, 0.2967, 0.3348, 0.2933, 0.2794, 0.4221, 0.2837, 0.1791, 0.1505, 0.0614, 0.0649, 0.1306, 0.1151, 0.0346, 0.0398, 0.0398, 0.0251, -0.0182, -0.0182, -0.0087, -0.0087, 0.122, 0.1644, 0.224, 0.2093, 0.2128, 0.3218, 0.3953, 0.455, 0.4965, 0.4602, 0.5095, 0.5095, 0.4983, 0.5164, 0.5761, 0.4801, 0.4005, 0.2984, 0.4429, 0.3936, 0.2664, 0.2215, 0.2461, 0.0727, -0.0242, 0.0649, 0.1453, 0.0571, 0.0017, -0.0666, -0.0398, -0.0398, -0.0095, 0.0, -0.0095, -0.0744, -0.1021, -0.0069, -0.0372, -0.417, -0.5074, -0.4896, -0.4758, -0.4161, -0.4187, -0.4697, -0.4663, -0.4455, -0.442, -0.4706, -0.5061, -0.519, -0.5121, -0.5433, -0.5225, -0.551, -0.5381, -0.5597, -0.5588, -0.583, -0.5796, -0.6198, -0.5709, -0.5683, -0.5701, -0.5701, -0.5813, -0.6125, -0.6029, -0.4853, -0.5138, -0.4671, -0.4533, -0.3875, -0.3849, -0.3806, -0.3806, -0.3919, -0.3651, -0.4005, -0.3365, -0.3806, -0.4109, -0.4516, -0.4204, -0.442, -0.4481, -0.4611, -0.4343, -0.4498, -0.3071, -0.2587, -0.2993, -0.2837, -0.2933, -0.3196, -0.3573, -0.4048, -0.3849, -0.2933, -0.3028, -0.3028, -0.2448, -0.2552, -0.2223, -0.2708, -0.224, -0.1851, -0.2907, -0.301, -0.3875, -0.4213, -0.4585, -0.4749, -0.4637, -0.4758, -0.4481, -0.4109, -0.3426, -0.3382, -0.3382, -0.3651, -0.4386, -0.4758, -0.4732, -0.487, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023988705862525401", "ticker_idx": 1, "ts": "2026-02-18T05:11:26+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$KRKNF is all over X. overvalued imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish EOSE (overhyped, too many battery players) and KRKNF (overvalued, over-promoted on social media).", "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": "@pludacris $INV i don't know much about but $EOSE is overhyped and there are way too many players in battery business. $KRKNF is all over X. overvalued imo", "reply_text": null, "parent_text": "@DeepValueBagger Hard disagree, especially on $Inv. Almost no tweets about that day to day.", "quoted_text": null, "parent_author": "pludacris", "ret_m1d": -0.07178628460253755, "ret_signed_m1d": 0.07178628460253755, "alpha_spy_m1d": 0.06677382834071788, "alpha_c_m1d": 0.06163792306646576, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.010148361536071793, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005008302857679614, "ret_signed_p1d": 0.005008302857679614, "alpha_spy_p1d": 0.002370958534130052, "alpha_c_p1d": 4.055673421277106e-05, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.004967746123466843, "ret_p1w": 0.048414098459314436, "ret_signed_p1w": -0.048414098459314436, "alpha_spy_p1w": -0.03841824339398259, "alpha_c_p1w": -0.03351107719170776, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.014903021267606675, "ret_p1m": 0.11853089570559971, "ret_signed_p1m": -0.11853089570559971, "alpha_spy_p1m": -0.15712975043046762, "alpha_c_p1m": -0.1361308764268716, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.01759998072127189, "ret_p3m": -0.13722864462017814, "ret_signed_p3m": 0.13722864462017814, "alpha_spy_p3m": 0.21646234311784507, "alpha_c_p3m": 0.37615265712269375, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.2389240125025156, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11853089570559971, "alpha_spy_stated": -0.15712975043046762, "alpha_c_stated": -0.1361308764268716, "price_path": [-0.3639, -0.3589, -0.2905, -0.2945, -0.2945, -0.2828, -0.3339, -0.3306, -0.2888, -0.2715, -0.2758, -0.2471, -0.2538, -0.2337, -0.2479, -0.2554, -0.2604, -0.2821, -0.3155, -0.2988, -0.2668, -0.2705, -0.2404, -0.2374, -0.2374, -0.207, -0.2287, -0.221, -0.2207, -0.2207, -0.1748, -0.1342, -0.1424, -0.1159, -0.0401, -0.0518, 0.01, 0.0501, -0.0457, -0.0334, -0.0386, -0.0386, -0.0818, -0.0868, -0.0301, 0.0167, 0.0367, 0.0785, 0.1063, 0.0484, -0.0167, 0.004, -0.005, -0.0735, -0.0818, -0.005, -0.0033, 0.0067, -0.0234, -0.1097, -0.0985, -0.0985, -0.0718, 0.0, -0.005, 0.01, -0.0259, 0.0534, 0.0484, 0.0785, 0.0401, 0.1254, 0.1452, 0.114, 0.0758, 0.025, 0.1319, 0.2621, 0.2237, 0.182, 0.1486, 0.1703, 0.2287, 0.1693, 0.1185, 0.0818, 0.1254, 0.1119, 0.0883, -0.01, -0.0033, -0.0908, -0.0334, -0.005, 0.0033, 0.0033, 0.0317, 0.0217, 0.015, 0.0184, -0.0083, 0.0785, 0.0401, 0.0317, 0.0818, 0.0735, 0.0701, 0.001, 0.0501, 0.0013, -0.0134, -0.0167, -0.0534, -0.071, -0.0384, -0.0902, -0.0534, -0.1319, -0.1202, -0.1235, -0.1487, -0.1519, -0.1686, -0.1336, -0.0923, -0.1152, -0.1372, -0.1008, -0.0434, -0.0696, -0.114, -0.114, -0.0167, -0.0067, -0.0568, -0.0881, -0.0048, 0.015, -0.0618, -0.0135, -0.0952, -0.1169, -0.1459, -0.187, -0.1499, -0.1569, -0.1469, -0.1636, -0.1528, -0.0735, -0.0735, -0.1429, -0.1621, -0.1765, -0.1987, -0.2302, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046573493139943872", "ticker_idx": 0, "ts": "2026-04-21T12:55:18+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC got an upgrade to $95 from HSBC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares HSBC upgrade of INTC to Buy with $95 PT on server CPU catalyst.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$INTC got an upgrade to $95 from HSBC.", "reply_text": null, "parent_text": null, "quoted_text": "HSBC analyst Frank Lee Upgrades $INTC to a Buy from Hold; Price Target raised to $95 from $50; “Server CPU bigger catalyst than foundry”\n\n\"Upgrade to Buy, with a target price of $95, on the core business alone. We move to a P/E multiple-based valuation, but deploy a SOTP https://t.co/SPRZ4vODcJ", "parent_author": null, "ret_m1d": -0.00845163250729919, "ret_signed_m1d": -0.00845163250729919, "alpha_spy_m1d": -0.015041669622701148, "alpha_c_m1d": -0.0069451283935079156, "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": -0.014941223381318536, "ret_signed_p1d": -0.014941223381318536, "alpha_spy_p1d": -0.025067935476437486, "alpha_c_p1d": -0.041132379956537846, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": 0.2755809525827273, "ret_signed_p1w": 0.2755809525827273, "alpha_spy_p1w": 0.26477259642435613, "alpha_c_p1w": 0.21844242638352518, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.7953515733351633, "ret_signed_p1m": 0.7953515733351633, "alpha_spy_p1m": 0.742559313988848, "alpha_c_p1m": 0.5801405185977306, "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": 0.7953515733351633, "alpha_spy_stated": 0.742559313988848, "alpha_c_stated": 0.5801405185977306, "price_path": [-0.1802, -0.3198, -0.3587, -0.337, -0.2638, -0.2656, -0.2987, -0.2634, -0.2567, -0.2665, -0.272, -0.2365, -0.2418, -0.2887, -0.2712, -0.2985, -0.2938, -0.2938, -0.303, -0.3139, -0.3266, -0.3343, -0.3415, -0.304, -0.2925, -0.3139, -0.3117, -0.3133, -0.3495, -0.3121, -0.3065, -0.3447, -0.3121, -0.294, -0.2759, -0.3171, -0.3092, -0.3094, -0.335, -0.3204, -0.303, -0.3379, -0.3358, -0.335, -0.288, -0.3344, -0.3491, -0.3784, -0.334, -0.2751, -0.2397, -0.2397, -0.2336, -0.2015, -0.1103, -0.0685, -0.0586, -0.0163, -0.037, -0.0199, 0.0338, 0.0338, -0.0085, 0.0, -0.0149, 0.0078, 0.2457, 0.2827, 0.2756, 0.43, 0.4259, 0.5035, 0.4455, 0.6322, 0.7056, 0.6544, 0.8853, 0.9535, 0.8203, 0.8154, 0.7496, 0.6416, 0.6325, 0.6722, 0.7954, 0.7884, 0.8086, 0.8086, 0.8642, 0.8378, 0.8245, 0.7308, 0.65, 0.6289, 0.701, 0.687, 0.4967, 0.6642, 0.6287, 0.6155, 0.7652, 0.88, 0.9297, 0.7665, 0.8276, 1.0222, 1.0222, 1.1271, 0.9964, 0.9869, 1.0053, 0.9366, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043696213094994371", "ticker_idx": 0, "ts": "2026-04-13T14:22:01+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nebius as the fourth hyperscaler. Great goals from a great CEO.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS; endorses CEO's vision of Nebius becoming the fourth hyperscaler.", "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": "Nebius as the fourth hyperscaler.  Great goals from a great CEO.\n\n$NBIS", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS CEO Arkady Volozh has a vision… https://t.co/POU7El67m7", "parent_author": null, "ret_m1d": -0.06204707873558979, "ret_signed_m1d": -0.06204707873558979, "alpha_spy_m1d": -0.05236920797061706, "alpha_c_m1d": -0.05446991861906714, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.007577160116522652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04774847955089245, "ret_signed_p1d": 0.04774847955089245, "alpha_spy_p1d": 0.035563602341051714, "alpha_c_p1d": 0.03259435917612086, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.015154120374771596, "ret_p1w": 0.029761944721639733, "ret_signed_p1w": 0.029761944721639733, "alpha_spy_p1w": -0.0032069425872209845, "alpha_c_p1w": -0.004465516777828915, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.03422746149946865, "ret_p1m": 0.15883801397221742, "ret_signed_p1m": 0.15883801397221742, "alpha_spy_p1m": 0.08293072139201652, "alpha_c_p1m": 0.14978037038254155, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.009057643589675868, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15883801397221742, "alpha_spy_stated": 0.08293072139201652, "alpha_c_stated": 0.14978037038254155, "price_path": [-0.3402, -0.3279, -0.2965, -0.2965, -0.3576, -0.3603, -0.3734, -0.3886, -0.4083, -0.3668, -0.3502, -0.3859, -0.4488, -0.4296, -0.418, -0.4669, -0.5221, -0.4429, -0.3991, -0.4061, -0.4267, -0.4194, -0.3659, -0.3659, -0.369, -0.3414, -0.3038, -0.3665, -0.3491, -0.3363, -0.3134, -0.3214, -0.41, -0.4112, -0.4384, -0.3674, -0.3811, -0.422, -0.3857, -0.3761, -0.2754, -0.301, -0.2692, -0.1599, -0.2473, -0.2329, -0.2138, -0.239, -0.2615, -0.2565, -0.2554, -0.3144, -0.3477, -0.4031, -0.3287, -0.3404, -0.2959, -0.2959, -0.2719, -0.2404, -0.1913, -0.1179, -0.062, 0.0, 0.0477, 0.079, 0.0697, 0.0167, 0.0298, 0.0129, 0.0102, 0.0163, -0.0479, -0.0621, -0.1233, -0.0865, -0.1057, -0.0005, 0.1414, 0.1382, 0.2622, 0.1955, 0.1455, 0.2041, 0.1588, 0.341, 0.4308, 0.423, 0.2931, 0.2793, 0.2411, 0.4229, 0.3896, 0.3896, 0.3461, 0.3481, 0.4644, 0.4951, 0.7114, 0.6859, 0.6284, 0.6801, 0.4739, 0.4105, 0.4242, 0.3696, 0.4379, 0.5034, 0.6826, 0.7152, 0.8175, 0.8549, 0.8549, 0.835, 0.7809, 0.68, 0.6604, 0.5547, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047834763457679682", "ticker_idx": 0, "ts": "2026-04-25T00:27:09+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$now is being attacked distributedly. Thousands of devs all around the world with access to LLM is doing their small part to replace services $now offer. Not to mention acceleration of open source, cleaner products.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ServiceNow: distributed LLM-powered dev attack + open-source acceleration eroding its services.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@IraklisP2k @marshallswatt The problem is $now is being attacked distributedly.  Thousands of devs all around the world with access to LLM is doing their small part to replace services $now offer. Not to mention acceleration of open source, cleaner products.", "reply_text": null, "parent_text": "@DeepValueBagger @marshallswatt The problem lies in having to spend money to replace $now and $CRM for a “vibe code” product", "quoted_text": null, "parent_author": "IraklisP2k", "ret_m1d": -0.00309561955493598, "ret_signed_m1d": 0.00309561955493598, "alpha_spy_m1d": 0.0013757946108687857, "alpha_c_m1d": 0.0013757946108687857, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.0017198249440671942, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004422434148918519, "ret_signed_p1d": -0.0004422434148918519, "alpha_spy_p1d": -0.005308235682011331, "alpha_c_p1d": -0.005308235682011331, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.004865992267119479, "ret_p1w": 0.016804912368661773, "ret_signed_p1w": -0.016804912368661773, "alpha_spy_p1w": -0.012833828016467708, "alpha_c_p1w": -0.012833828016467708, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.003971084352194065, "ret_p1m": 0.10469874560772063, "ret_signed_p1m": -0.10469874560772063, "alpha_spy_p1m": -0.055171979826658335, "alpha_c_p1m": -0.055171979826658335, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.0495267657810623, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10469874560772063, "alpha_spy_stated": -0.055171979826658335, "alpha_c_stated": -0.055171979826658335, "price_path": [0.4331, 0.2905, 0.2936, 0.3046, 0.2136, 0.228, 0.1347, 0.1138, 0.1484, 0.1772, 0.112, 0.142, 0.1839, 0.1839, 0.1709, 0.1919, 0.1871, 0.1528, 0.1144, 0.1331, 0.1523, 0.2084, 0.1941, 0.2097, 0.2514, 0.2588, 0.3309, 0.3747, 0.348, 0.2892, 0.2784, 0.249, 0.2562, 0.2701, 0.2904, 0.2572, 0.2523, 0.2203, 0.2266, 0.157, 0.1394, 0.1458, 0.0991, 0.1605, 0.1559, 0.1502, 0.1277, 0.1277, 0.1323, 0.1117, 0.0776, -0.0071, -0.0824, -0.0154, -0.0294, 0.0413, 0.0662, 0.0687, 0.1025, 0.1071, 0.1395, -0.0627, -0.0031, 0.0, 0.0004, -0.0172, -0.0237, 0.0078, 0.0168, 0.0172, -0.0155, 0.0347, 0.0081, 0.0115, -0.016, -0.0376, 0.0006, 0.0511, 0.1434, 0.1258, 0.1421, 0.1022, 0.1291, 0.1291, 0.1047, 0.129, 0.2021, 0.375, 0.502, 0.4113, 0.3035, 0.3196, 0.2432, 0.2625, 0.1826, 0.1726, 0.1396, 0.1294, 0.1515, 0.1203, 0.0556, 0.0507, 0.0507, 0.0283, 0.0607, 0.037, -0.0103, 0.0872, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2043689249858363647", "ticker_idx": 0, "ts": "2026-04-13T13:54:21+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $VRT", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds live long positions in both VRT and COHR.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I own $VRT and $COHR and I barely have time to stay on top of all the names. I found out both of them were added to S&amp;P500 3 weeks ago. 🤣🚀", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01616884996139223, "ret_signed_m1d": -0.01616884996139223, "alpha_spy_m1d": -0.0064909791964195, "alpha_c_m1d": -0.009163780112602105, "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": 0.035171410650038704, "ret_signed_p1d": 0.035171410650038704, "alpha_spy_p1d": 0.022986533440197965, "alpha_c_p1d": 0.03158186915033756, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.048173184123323276, "ret_signed_p1w": 0.048173184123323276, "alpha_spy_p1w": 0.015204296814462559, "alpha_c_p1w": 0.04139960047081814, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.22392990201326057, "ret_signed_p1m": 0.22392990201326057, "alpha_spy_p1m": 0.14802260943305967, "alpha_c_p1m": 0.21455099169866432, "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": 0.22392990201326057, "alpha_spy_stated": 0.14802260943305967, "alpha_c_stated": 0.21455099169866432, "price_path": [-0.4305, -0.4249, -0.4103, -0.4103, -0.4161, -0.3952, -0.3963, -0.3918, -0.396, -0.3694, -0.3542, -0.3497, -0.3795, -0.3667, -0.3662, -0.3915, -0.4076, -0.3481, -0.3267, -0.3347, -0.1717, -0.2117, -0.2183, -0.2183, -0.1883, -0.1894, -0.1899, -0.1876, -0.182, -0.1563, -0.1261, -0.136, -0.1505, -0.1409, -0.1853, -0.1625, -0.1676, -0.1942, -0.1189, -0.0999, -0.1059, -0.1155, -0.1372, -0.1176, -0.1052, -0.1175, -0.1026, -0.147, -0.1466, -0.0969, -0.0793, -0.1586, -0.163, -0.2192, -0.1646, -0.1353, -0.1289, -0.1289, -0.1375, -0.1256, -0.0631, -0.0411, -0.0162, 0.0, 0.0352, 0.004, -0.0194, 0.0246, 0.0482, 0.0416, 0.0173, 0.0726, 0.0783, 0.0749, 0.0169, 0.0207, 0.0951, 0.0945, 0.1034, 0.1369, 0.1966, 0.1335, 0.1334, 0.2266, 0.2239, 0.2335, 0.2543, 0.2366, 0.1326, 0.0756, 0.0524, 0.0781, 0.0917, 0.0917, 0.0798, 0.0661, 0.0474, 0.0525, 0.0781, 0.1151, 0.1049, 0.0799, 0.0018, 0.002, -0.0348, -0.0633, -0.0069, 0.0097, 0.0401, -0.001, 0.059, 0.1105, 0.1105, 0.1936, 0.0614, 0.0551, 0.0856, 0.0135, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029737324804759772", "ticker_idx": 0, "ts": "2026-03-06T01:54:23+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sure Apple is delisting 512GB due to shortage but it's also smart to force consumer to buy 2 machines instead of one. Higher margin. $aapl", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AAPL: shortage-driven SKU removal doubles unit sales and boosts margins.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "Sure Apple is delisting 512GB due to shortage but it's also smart to force consumer to buy 2 machines instead of one. Higher margin. $aapl", "reply_text": null, "parent_text": null, "quoted_text": "Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage https://t.co/60WJhhHSDq https://t.co/xsp6NcxJsz", "parent_author": null, "ret_m1d": 0.010992108731577632, "ret_signed_m1d": 0.010992108731577632, "alpha_spy_m1d": -0.002289099703617792, "alpha_c_m1d": -0.01005816087828082, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.021050269609858452, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009399570490431275, "ret_signed_p1d": 0.009399570490431275, "alpha_spy_p1d": 0.0006396089681186545, "alpha_c_p1d": -0.008591503494685293, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.017991073985116568, "ret_p1w": -0.028509198886706222, "ret_signed_p1w": -0.028509198886706222, "alpha_spy_p1w": -0.013502864267893488, "alpha_c_p1w": -0.024940174462386056, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.0035690244243201663, "ret_p1m": 0.005437741578369959, "ret_signed_p1m": 0.005437741578369959, "alpha_spy_p1m": 0.02276483815103225, "alpha_c_p1m": 0.00791379823086702, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.0024760566524970606, "ret_p3m": 0.20619081296567932, "ret_signed_p3m": 0.20619081296567932, "alpha_spy_p3m": 0.08138061654276085, "alpha_c_p3m": -0.2248965105913303, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": 0.4310873235570096, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005437741578369959, "alpha_spy_stated": 0.02276483815103225, "alpha_c_stated": 0.00791379823086702, "price_path": [0.0756, 0.0818, 0.0789, 0.0799, 0.0637, 0.0656, 0.0549, 0.0562, 0.062, 0.0515, 0.0569, 0.0625, 0.0625, 0.0609, 0.0623, 0.0597, 0.0549, 0.0549, 0.0516, 0.0371, 0.0181, 0.0102, 0.0052, 0.0065, 0.0099, 0.013, 0.0088, 0.002, -0.0084, -0.0084, -0.0427, -0.039, -0.0363, -0.0375, -0.0089, 0.0022, -0.0049, 0.0022, 0.0069, 0.0478, 0.0457, 0.0729, 0.0707, 0.0792, 0.0667, 0.063, 0.0701, 0.0166, -0.0065, -0.0065, 0.0249, 0.0268, 0.0121, 0.0277, 0.0339, 0.057, 0.0651, 0.0602, 0.0261, 0.0282, 0.0244, 0.0197, 0.011, 0.0, 0.0094, 0.0131, 0.013, -0.0066, -0.0285, -0.018, -0.0125, -0.0292, -0.033, -0.0368, -0.0232, -0.0226, -0.0188, -0.0178, -0.0336, -0.0421, -0.0143, -0.0071, -0.006, -0.006, 0.0054, -0.0154, 0.0056, 0.0118, 0.0117, 0.0068, 0.0053, 0.0348, 0.0231, 0.0496, 0.0606, 0.0338, 0.061, 0.062, 0.0528, 0.0394, 0.0515, 0.0494, 0.054, 0.0881, 0.0752, 0.1038, 0.1167, 0.1164, 0.1393, 0.1378, 0.1461, 0.1619, 0.1593, 0.1672, 0.1579, 0.1623, 0.1751, 0.1857, 0.2006, 0.2006, 0.1987, 0.2085, 0.2149, 0.2132, 0.1908, 0.2254, 0.2062, 0.21, 0.1948, 0.1723, 0.1296, 0.1336, 0.1493, 0.1318, 0.1524, 0.1633, 0.1506, 0.1586, 0.1586, 0.1547, 0.1441, 0.1394, 0.0697, 0.1032, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029379294871404908", "ticker_idx": 0, "ts": "2026-03-05T02:11:42+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "if they really do this well, this business will be as great as amex", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on Robinhood's credit card business reaching Amex-level quality if executed well.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "If these cashback have low restrictions, I'm switching out of my sapphire reserve.  Can anyone confirm?\n\nBtw if they really do this well, this business will be as great as amex.", "reply_text": null, "parent_text": null, "quoted_text": "The Robinhood Platinum card will have a $695 fee and will include \n\n- 5% cash back and a annual $250 DoorDash and a $250 restaurant credit\n- 5% cash back on travel and 10% on hotels \n- Unlimited lounge access at 1.800 airports, plus global entry/TSA pre check\n- Health memberships https://t.co/edOMbF5j1x", "parent_author": null, "ret_m1d": 0.02048164816140674, "ret_signed_m1d": 0.02048164816140674, "alpha_spy_m1d": 0.014874715259165727, "alpha_c_m1d": 0.01521130646832547, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": 0.005270341693081271, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043073502058875945, "ret_signed_p1d": -0.043073502058875945, "alpha_spy_p1d": -0.029966372148013898, "alpha_c_p1d": -0.03019045293213518, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.012883049126740764, "ret_p1w": -0.055114137867027346, "ret_signed_p1w": -0.055114137867027346, "alpha_spy_p1w": -0.03273080637244119, "alpha_c_p1w": -0.008266597734101211, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.046847540132926135, "ret_p1m": -0.14473679724523547, "ret_signed_p1m": -0.14473679724523547, "alpha_spy_p1m": -0.10996718475556433, "alpha_c_p1m": -0.11652288285518453, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.028213914390050943, "ret_p3m": 0.09433970126411562, "ret_signed_p3m": 0.09433970126411562, "alpha_spy_p3m": -0.02357205238279536, "alpha_c_p3m": 0.08468670892511687, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.009652992338998745, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14473679724523547, "alpha_spy_stated": -0.10996718475556433, "alpha_c_stated": -0.11652288285518453, "price_path": [0.6935, 0.6846, 0.684, 0.5315, 0.4834, 0.4307, 0.4821, 0.4374, 0.4543, 0.5063, 0.519, 0.4926, 0.495, 0.495, 0.4664, 0.4577, 0.4331, 0.4039, 0.4039, 0.4301, 0.5298, 0.5107, 0.452, 0.4323, 0.4309, 0.4588, 0.4926, 0.4855, 0.3698, 0.3498, 0.3498, 0.3131, 0.3148, 0.3189, 0.3281, 0.3282, 0.3064, 0.2835, 0.2567, 0.2349, 0.1161, 0.0808, 0.0007, -0.0978, 0.0281, 0.0745, 0.0626, -0.0321, -0.1172, -0.057, -0.057, -0.0636, -0.0664, -0.0609, -0.0552, -0.109, -0.089, -0.0376, -0.0138, -0.0585, -0.0221, -0.0557, 0.0205, 0.0, -0.0431, -0.015, -0.0252, -0.0232, -0.0551, -0.089, -0.0652, -0.0398, -0.0703, -0.0794, -0.12, -0.1002, -0.1425, -0.0996, -0.1267, -0.1805, -0.1912, -0.1398, -0.1297, -0.1447, -0.1447, -0.1338, -0.1354, -0.1084, -0.1296, -0.1411, -0.1104, -0.0182, 0.0839, 0.0781, 0.1265, 0.133, 0.0729, 0.0977, 0.037, 0.0515, 0.0421, 0.0187, -0.1162, -0.0952, -0.0857, -0.0498, -0.0438, -0.0187, -0.0531, -0.0438, 0.0027, -0.0284, -0.0473, 0.0017, -0.0425, -0.0423, -0.0794, -0.0596, -0.0576, -0.0859, -0.0859, -0.0803, -0.0537, 0.0531, 0.1706, 0.1262, 0.0943, 0.0284, 0.0964, 0.0237, 0.0556, 0.0398, 0.072, 0.1449, 0.1568, 0.218, 0.2005, 0.3059, 0.3425, 0.3425, 0.3122, 0.2817, 0.2064, 0.1603, 0.225, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028111681100873744", "ticker_idx": 0, "ts": "2026-03-01T14:14:39+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you have Apple $AAPL shipping M4 Max 128GB laptops that can literally run 35B-70B models", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AAPL as a hardware beneficiary of the local LLM trend via M4 Max laptops running large models.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "If you think local LLM is about privacy then you're missing the entire picture. I can point you to many tools like ollama, chatbox, and suite of dozens of tools out there tailored for local llm. \n\nWhen I first tried llama model few months ago, these didn't even have access to Code Agent or Web Search tool, which are 2 essential tools LLM need to write short scripts to run calculations (you often see Perplexity show \"python\") and websearch tool to get live data.\n\nNow, coupled with available tooling and much smarter model for agentic coding (multi-steps, reasoning, tool usage) - you have local LLM AI that can basically do the same thing you could do with cloud llm. I expect this trend to converge fast. I think it is faster than any other time because you have AI building AI. I have been in tech space for a long time, I have never seen like 20 variants solution chasing the top guy in a matter of weeks.\n\nThen you have Apple $AAPL shipping M4 Max 128GB laptops that can literally run 35B-70B models (dep on quantization). Then you have Nvidia ARM based Spark computers (and via OEM mfg), and Ryzen AI Max+ 395 and rise of new companies building on top of them like Framework computer, GMKTec, BeeLink,  MinisForum, and Olares One.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00203984140977298, "ret_signed_m1d": -0.00203984140977298, "alpha_spy_m1d": -0.0014716414584579063, "alpha_c_m1d": 0.0035499762080948294, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.005589817617867809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003664168116717992, "ret_signed_p1d": -0.003664168116717992, "alpha_spy_p1d": 0.005150082795767674, "alpha_c_p1d": 0.010955253698785583, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.014619421815503575, "ret_p1w": -0.01828345464531822, "ret_signed_p1w": -0.01828345464531822, "alpha_spy_p1w": -0.006467827841477813, "alpha_c_p1w": -0.019860078302960216, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": 0.0015766236576419956, "ret_p1m": -0.04128890329965518, "ret_signed_p1m": -0.04128890329965518, "alpha_spy_p1m": 0.008630805827740451, "alpha_c_p1m": 0.005111822629046081, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04640072592870126, "ret_p3m": 0.1816181187949728, "ret_signed_p3m": 0.1816181187949728, "alpha_spy_p3m": 0.07922466142610518, "alpha_c_p3m": -0.15908945341615555, "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": -0.04128890329965518, "alpha_spy_stated": 0.008630805827740451, "alpha_c_stated": 0.005111822629046081, "price_path": [0.0724, 0.0594, 0.0521, 0.0488, 0.0461, 0.0521, 0.0493, 0.0502, 0.0345, 0.0364, 0.0259, 0.0273, 0.0328, 0.0227, 0.0279, 0.0334, 0.0334, 0.0318, 0.0332, 0.0306, 0.026, 0.026, 0.0228, 0.0087, -0.0098, -0.0175, -0.0224, -0.0211, -0.0178, -0.0148, -0.0189, -0.0255, -0.0356, -0.0356, -0.0689, -0.0654, -0.0627, -0.0639, -0.0361, -0.0253, -0.0322, -0.0252, -0.0207, 0.019, 0.017, 0.0435, 0.0413, 0.0496, 0.0374, 0.0338, 0.0407, -0.0113, -0.0338, -0.0338, -0.0032, -0.0014, -0.0156, -0.0005, 0.0055, 0.028, 0.0359, 0.0311, -0.002, 0.0, -0.0037, -0.0083, -0.0167, -0.0274, -0.0183, -0.0147, -0.0148, -0.0338, -0.0552, -0.045, -0.0396, -0.0558, -0.0595, -0.0632, -0.05, -0.0494, -0.0457, -0.0447, -0.0601, -0.0683, -0.0413, -0.0343, -0.0332, -0.0332, -0.0221, -0.0424, -0.022, -0.016, -0.016, -0.0209, -0.0222, 0.0065, -0.005, 0.0208, 0.0315, 0.0055, 0.0319, 0.0329, 0.0239, 0.0109, 0.0226, 0.0206, 0.025, 0.0583, 0.0457, 0.0735, 0.0861, 0.0858, 0.108, 0.1066, 0.1147, 0.13, 0.1275, 0.1352, 0.1261, 0.1304, 0.1428, 0.1532, 0.1677, 0.1677, 0.1658, 0.1753, 0.1816, 0.1799, 0.1582, 0.1918, 0.1731, 0.1768, 0.1621, 0.1401, 0.0986, 0.1025, 0.1178, 0.1008, 0.1208, 0.1314, 0.119, 0.1268, 0.1268, 0.123, 0.1128, 0.1082, 0.0404, 0.073, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2002174066590167429", "ticker_idx": 0, "ts": "2025-12-20T00:27:50+00:00", "symbol": "Rocket Lab USA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I bought 1000 more share.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author added 1000 shares, confirming a live long position.", "resolved_tickers": ["RKLB"], "resolution_method": "exchange_ticker", "resolution_reason": "Rocket Lab USA listed as RKLB on Nasdaq", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Nubdub47s Great move. I bought 1000 more share.", "reply_text": null, "parent_text": "@DeepValueBagger I went full retard and just bought more at the bottom when 80% of my account already rocketlab", "quoted_text": null, "parent_author": "Nubdub47s", "ret_m1d": -0.09065127185100808, "ret_signed_m1d": -0.09065127185100808, "alpha_spy_m1d": -0.0844600381719871, "alpha_c_m1d": -0.0796866669357279, "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": -0.004771150638576804, "ret_signed_p1d": -0.004771150638576804, "alpha_spy_p1d": -0.00934164298590745, "alpha_c_p1d": -0.004389157321066928, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.09580915554854208, "ret_signed_p1w": -0.09580915554854208, "alpha_spy_p1w": -0.10021899837363701, "alpha_c_p1w": -0.09466307792449169, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": -0.00114607762405039, "ret_p1m": 0.14970986658250562, "ret_signed_p1m": 0.14970986658250562, "alpha_spy_p1m": 0.160296428182772, "alpha_c_p1m": 0.10844902101475618, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": 0.04126084556774945, "ret_p3m": -0.07246940716212702, "ret_signed_p3m": -0.07246940716212702, "alpha_spy_p3m": -0.03592016248367602, "alpha_c_p3m": -0.11710490144204333, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.34919397983242684, "ret_signed_p6m": 0.34919397983242684, "alpha_spy_p6m": 0.25055750273219646, "alpha_c_p6m": 0.20079939196766405, "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": 0.14970986658250562, "alpha_spy_stated": 0.160296428182772, "alpha_c_stated": 0.10844902101475618, "price_path": [-0.3721, -0.3987, -0.4035, -0.3938, -0.3822, -0.3814, -0.3234, -0.2758, -0.2456, -0.2068, -0.1578, -0.1435, -0.1714, -0.1564, -0.1228, -0.1068, -0.136, -0.1455, -0.1315, -0.1567, -0.219, -0.1803, -0.1675, -0.1538, -0.1779, -0.1469, -0.2144, -0.1879, -0.209, -0.2705, -0.2725, -0.3603, -0.3341, -0.3308, -0.3393, -0.3556, -0.4165, -0.4128, -0.4415, -0.4484, -0.4375, -0.4909, -0.4803, -0.4526, -0.4507, -0.4593, -0.4593, -0.4566, -0.4794, -0.4597, -0.4233, -0.3634, -0.3674, -0.3351, -0.311, -0.2583, -0.1808, -0.2071, -0.2855, -0.2845, -0.3042, -0.2273, -0.0907, 0.0, -0.0048, -0.0048, -0.0048, -0.089, -0.0958, -0.0916, -0.1005, -0.1005, -0.0201, 0.0076, 0.1093, 0.0842, 0.0713, 0.0941, 0.1335, 0.1164, 0.1838, 0.1703, 0.2418, 0.2418, 0.1497, 0.1324, 0.1345, 0.1464, 0.0378, 0.1219, 0.1421, 0.1048, 0.0325, -0.0438, 0.048, -0.0573, -0.1448, -0.0674, -0.0221, -0.0712, -0.1023, -0.1488, -0.1304, -0.1304, -0.0988, -0.0404, -0.0125, -0.0863, -0.0946, -0.0977, -0.0948, -0.0632, -0.109, -0.0848, -0.0957, -0.0727, -0.0974, -0.0959, -0.0783, -0.1112, -0.0721, -0.1184, -0.1179, -0.0805, 0.0134, -0.1041, -0.0725, -0.1331, -0.1231, -0.148, -0.0602, -0.1497, -0.2143, -0.2601, -0.1719, -0.1551, -0.1266, -0.1266, -0.1274, -0.1448, -0.1092, -0.1394, -0.1225, -0.0894, -0.0687, -0.0509, 0.0694, 0.0935, 0.1536, 0.1172, 0.1611, 0.0909, 0.0275, 0.0611, 0.0134, -0.0068, 0.064, 0.0162, 0.0356, 0.0156, 0.0916, 0.0133, 0.36, 0.5132, 0.5159, 0.6009, 0.7092, 0.6089, 0.6913, 0.6417, 0.7315, 0.6177, 0.7506, 0.7506, 0.8466, 0.9372, 0.9088, 0.8502, 0.5782, 0.5902, 0.479, 0.5467, 0.4195, 0.4655, 0.3956, 0.3546, 0.4801, 0.3203, 0.4088, 0.3492]}
{"unit_id": "reply:2048957734834323721", "ticker_idx": 0, "ts": "2026-04-28T02:49:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of my reasons to buy $mu", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU as an alternative to NVDA given NVDA's $5T market cap constraint.", "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": "@WealthyBeaver_ One of my reasons to buy $mu.", "reply_text": null, "parent_text": "I like $NVDA but the law of large numbers prevent me from buying $5 trillion MC is insane.", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": 0.040195103353641404, "ret_signed_m1d": 0.040195103353641404, "alpha_spy_m1d": 0.035305317426010285, "alpha_c_m1d": 0.009556438480467166, "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": 0.02809893749158454, "ret_signed_p1d": 0.02809893749158454, "alpha_spy_p1d": 0.028253446816570493, "alpha_c_p1d": 0.011059391751902847, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": 0.017039545739681694, "ret_p1w": 0.2695076272763446, "ret_signed_p1w": 0.2695076272763446, "alpha_spy_p1w": 0.25253387081846523, "alpha_c_p1w": 0.2054209606084354, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.06408666666790919, "ret_p1m": 0.8410239295110464, "ret_signed_p1m": 0.8410239295110464, "alpha_spy_p1m": 0.7865479138809279, "alpha_c_p1m": 0.6287114554996962, "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": 0.8410239295110464, "alpha_spy_stated": 0.7865479138809279, "alpha_c_stated": 0.6287114554996962, "price_path": [-0.1362, -0.1776, -0.1322, -0.1686, -0.248, -0.2411, -0.2177, -0.2398, -0.2602, -0.1866, -0.1794, -0.184, -0.184, -0.2076, -0.1656, -0.1727, -0.1513, -0.1656, -0.1714, -0.1497, -0.1763, -0.1826, -0.182, -0.2474, -0.2056, -0.213, -0.266, -0.2283, -0.201, -0.1701, -0.1965, -0.1553, -0.1243, -0.0849, -0.0848, -0.1194, -0.1617, -0.1985, -0.216, -0.2426, -0.2954, -0.2919, -0.3619, -0.3301, -0.2706, -0.2738, -0.2738, -0.2509, -0.2513, -0.1935, -0.1642, -0.166, -0.1541, -0.0766, -0.0953, -0.0933, -0.0976, -0.1108, -0.1089, -0.0333, -0.0448, -0.015, 0.0402, 0.0, 0.0281, 0.0255, 0.0752, 0.1431, 0.2695, 0.3218, 0.2823, 0.4809, 0.5771, 0.5201, 0.5936, 0.5388, 0.437, 0.3515, 0.3856, 0.4515, 0.5112, 0.4892, 0.4892, 0.7765, 0.841, 0.8313, 0.9255, 1.0534, 1.1101, 1.1408, 0.9751, 0.7133, 0.8824, 0.8559, 0.7686, 0.9748, 0.9465, 1.1575, 1.0242, 1.0686, 1.2487, 1.2487, 1.4021, 1.0856, 1.0792, 1.4065, 1.2454, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047333342199030189", "ticker_idx": 0, "ts": "2026-04-23T15:14:41+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Good photonic. One of the best in growth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRDO; quality verdict as one of the best growth names in photonics.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio I have it too. Good photonic. One of the best in growth", "reply_text": null, "parent_text": "If $CRDO holds 190 tomorrow, I will get assigned my CCs for 51% returns in 11 days(!!!)\nSuper happy with that.\nStill bullish on the company.\nWhat should I do with the cash?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": 0.02128927643615719, "ret_signed_m1d": 0.02128927643615719, "alpha_spy_m1d": 0.01739341674584116, "alpha_c_m1d": 0.031707496769585064, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": -0.010418220333427874, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0512018990178007, "ret_signed_p1d": 0.0512018990178007, "alpha_spy_p1d": 0.043452589780569095, "alpha_c_p1d": 0.0001694282770865474, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": -0.06214292980767622, "ret_signed_p1w": -0.06214292980767622, "alpha_spy_p1w": -0.07655460481054177, "alpha_c_p1w": -0.1137564917090218, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.17715862652471737, "ret_signed_p1m": 0.17715862652471737, "alpha_spy_p1m": 0.12466376562350967, "alpha_c_p1m": -0.01889823769457699, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.19605686421929436, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17715862652471737, "alpha_spy_stated": 0.12466376562350967, "alpha_c_stated": -0.01889823769457699, "price_path": [-0.31, -0.3017, -0.3012, -0.3022, -0.3248, -0.3535, -0.4001, -0.4775, -0.4715, -0.3996, -0.3349, -0.2739, -0.308, -0.3436, -0.3455, -0.3455, -0.3274, -0.3106, -0.2958, -0.3314, -0.3314, -0.3488, -0.3346, -0.383, -0.3949, -0.3844, -0.4756, -0.4473, -0.3816, -0.4081, -0.3749, -0.3946, -0.3753, -0.3987, -0.3657, -0.3701, -0.4392, -0.4518, -0.4228, -0.4427, -0.4335, -0.4594, -0.44, -0.4802, -0.4867, -0.5267, -0.4941, -0.483, -0.4532, -0.4532, -0.4478, -0.4244, -0.406, -0.4183, -0.3554, -0.2758, -0.1402, -0.0926, -0.1434, -0.1339, -0.0593, -0.012, 0.0213, 0.0, 0.0512, -0.0272, -0.1057, -0.0527, -0.0621, -0.0063, -0.0295, 0.0433, 0.0687, 0.0148, 0.016, 0.133, 0.0702, 0.0206, -0.0054, -0.0721, -0.1578, -0.0892, -0.0138, 0.0423, 0.1772, 0.1772, 0.1946, 0.1924, 0.1984, 0.2721, 0.2186, 0.2342, 0.1566, 0.1723, 0.1151, 0.198, 0.2629, 0.281, 0.427, 0.3518, 0.3981, 0.2891, 0.3438, 0.4651, 0.4651, 0.6305, 0.466, 0.4498, 0.4446, 0.2827, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021353575885176917", "ticker_idx": 0, "ts": "2026-02-10T22:40:22+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Prediction market is growing fast. $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD on fast-growing prediction markets business.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Prediction market is growing fast. $hood", "reply_text": null, "parent_text": null, "quoted_text": "Looks like Prediction Markets are quite the hit at Robinhood.\n\n$HOOD https://t.co/ScMfW9vwvF", "parent_author": null, "ret_m1d": 0.09785811381252096, "ret_signed_m1d": 0.09785811381252096, "alpha_spy_m1d": 0.09762693823906243, "alpha_c_m1d": 0.08249977519468898, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.01535833861783198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08785428199149803, "ret_signed_p1d": -0.08785428199149803, "alpha_spy_p1d": -0.0724054222936118, "alpha_c_p1d": -0.06794526777982024, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01990901421167779, "ret_p1w": -0.03539825693240617, "ret_signed_p1w": -0.03539825693240617, "alpha_spy_p1w": -0.02720407157889948, "alpha_c_p1w": -0.032554112045023675, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.0028441448873824937, "ret_p1m": -0.02372705457429014, "ret_signed_p1m": -0.02372705457429014, "alpha_spy_p1m": 0.013702904414436001, "alpha_c_p1m": 0.05041025406387345, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.07413730863816359, "ret_p3m": 0.036039470496348036, "ret_signed_p3m": 0.036039470496348036, "alpha_spy_p3m": -0.03529269226863607, "alpha_c_p3m": 0.060630263533008155, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": -0.02459079303666012, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02372705457429014, "alpha_spy_stated": 0.013702904414436001, "alpha_c_stated": 0.05041025406387345, "price_path": [0.5711, 0.4874, 0.4659, 0.5155, 0.3622, 0.3762, 0.4745, 0.4822, 0.6442, 0.6442, 0.6479, 0.5806, 0.6154, 0.714, 0.7581, 0.6923, 0.7498, 0.7405, 0.7399, 0.5824, 0.5326, 0.4783, 0.5314, 0.4852, 0.5026, 0.5564, 0.5694, 0.5421, 0.5447, 0.5447, 0.5151, 0.5061, 0.4807, 0.4506, 0.4506, 0.4776, 0.5806, 0.5609, 0.5002, 0.4799, 0.4784, 0.5072, 0.5421, 0.5348, 0.4153, 0.3946, 0.3946, 0.3567, 0.3585, 0.3627, 0.3722, 0.3723, 0.3497, 0.3262, 0.2984, 0.2759, 0.1531, 0.1167, 0.034, -0.0678, 0.0622, 0.1102, 0.0979, 0.0, -0.0879, -0.0257, -0.0257, -0.0324, -0.0354, -0.0298, -0.0239, -0.0794, -0.0587, -0.0056, 0.019, -0.0272, 0.0104, -0.0244, 0.0544, 0.0332, -0.0113, 0.0177, 0.0072, 0.0092, -0.0237, -0.0587, -0.0341, -0.008, -0.0394, -0.0489, -0.0908, -0.0703, -0.114, -0.0696, -0.0977, -0.1533, -0.1643, -0.1112, -0.1008, -0.1163, -0.1163, -0.105, -0.1067, -0.0787, -0.1007, -0.1126, -0.0808, 0.0144, 0.1199, 0.1139, 0.1639, 0.1706, 0.1085, 0.1342, 0.0714, 0.0864, 0.0767, 0.0526, -0.0868, -0.0652, -0.0553, -0.0182, -0.0121, 0.0139, -0.0217, -0.0121, 0.036, 0.0038, -0.0156, 0.035, -0.0106, -0.0105, -0.0489, -0.0283, -0.0263, -0.0555, -0.0555, -0.0498, -0.0223, 0.0881, 0.2094, 0.1637, 0.1307, 0.0626, 0.1329, 0.0577, 0.0907, 0.0744, 0.1076, 0.1829, 0.1952, 0.2584, 0.2403, 0.3492, 0.3871, 0.3871, 0.3558, 0.3242, 0.2465, 0.1988, 0.2657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2045152058102174124", "ticker_idx": 0, "ts": "2026-04-17T14:47:02+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 had the strong opinion that $rklb was the better company. The price action may confirm very soon as the prices converge", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish RKLB as the better company; expects imminent price action to confirm as prices converge with a comparator.", "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": "For many of my followers, i had the strong opinion that $rklb was the better company.  The price action may confirm very soon as the prices converge. https://t.co/SUvBeYiIGA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022051918387793856, "ret_signed_m1d": -0.022051918387793856, "alpha_spy_m1d": -0.010110551893227737, "alpha_c_m1d": -0.003724443608315031, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.018327474779478825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.054952781427031416, "ret_signed_p1d": 0.054952781427031416, "alpha_spy_p1d": 0.05695251654205091, "alpha_c_p1d": 0.05270509970144377, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": 0.002247681725587647, "ret_p1w": -0.060377388706661095, "ret_signed_p1w": -0.060377388706661095, "alpha_spy_p1w": -0.06572842722553862, "alpha_c_p1w": -0.05438351199962066, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": -0.005993876707040435, "ret_p1m": 0.5466981007306764, "ret_signed_p1m": 0.5466981007306764, "alpha_spy_p1m": 0.5065511369596862, "alpha_c_p1m": 0.5626049273762838, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": -0.015906826645607386, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.060377388706661095, "alpha_spy_stated": -0.06572842722553862, "alpha_c_stated": -0.05438351199962066, "price_path": [0.0514, 0.0356, 0.0375, 0.0483, -0.0509, 0.0259, 0.0445, 0.0104, -0.0558, -0.1256, -0.0416, -0.1379, -0.2179, -0.1472, -0.1057, -0.1506, -0.179, -0.2216, -0.2047, -0.2047, -0.1758, -0.1224, -0.0969, -0.1644, -0.1721, -0.1749, -0.1722, -0.1433, -0.1851, -0.1631, -0.173, -0.152, -0.1745, -0.1732, -0.1571, -0.1871, -0.1514, -0.1937, -0.1933, -0.1591, -0.0732, -0.1807, -0.1518, -0.2072, -0.1981, -0.2209, -0.1406, -0.2224, -0.2815, -0.3233, -0.2427, -0.2274, -0.2013, -0.2013, -0.202, -0.2179, -0.1854, -0.213, -0.1975, -0.1672, -0.1483, -0.1321, -0.0221, 0.0, 0.055, 0.0217, 0.0618, -0.0024, -0.0604, -0.0296, -0.0732, -0.0917, -0.027, -0.0706, -0.0529, -0.0712, -0.0018, -0.0733, 0.2437, 0.3838, 0.3863, 0.464, 0.5631, 0.4713, 0.5467, 0.5013, 0.5835, 0.4794, 0.6009, 0.6009, 0.6887, 0.7716, 0.7456, 0.692, 0.4433, 0.4542, 0.3526, 0.4145, 0.2981, 0.3402, 0.2763, 0.2388, 0.3535, 0.2074, 0.2883, 0.2338, 0.2733, 0.2646, 0.2646, 0.1827, 0.1217, 0.0072, -0.0485, -0.0031, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1988014792012165184", "ticker_idx": 0, "ts": "2025-11-10T22:43:56+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jared Isaacman is good for Rocket lab", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rocket Lab CEO implies Isaacman's NASA leadership is a positive catalyst for RKLB.", "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": "\"Jared Isaacman is good for Rocket lab\" \n      - Peter Beck $RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012880558661056085, "ret_signed_m1d": 0.012880558661056085, "alpha_spy_m1d": 0.01516450732609309, "alpha_c_m1d": 0.01313991691353833, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00025935825248224464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024785332087476908, "ret_signed_p1d": -0.024785332087476908, "alpha_spy_p1d": -0.025341722453841253, "alpha_c_p1d": -0.025757900586396376, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.0009725684989194683, "ret_p1w": -0.16510543758871832, "ret_signed_p1w": -0.16510543758871832, "alpha_spy_p1w": -0.13154766494144543, "alpha_c_p1w": -0.13664338911556906, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.02846204847314926, "ret_p1m": 0.12256047177172502, "ret_signed_p1m": 0.12256047177172502, "alpha_spy_p1m": 0.1158692806791608, "alpha_c_p1m": 0.11076071909511587, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.011799752676609154, "ret_p3m": 0.4113972936346746, "ret_signed_p3m": 0.4113972936346746, "alpha_spy_p3m": 0.3972527242254045, "alpha_c_p3m": 0.2847561217145813, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.12664117192009328, "ret_p6m": 0.6520296399883296, "ret_signed_p6m": 0.6520296399883296, "alpha_spy_p6m": 0.5714901747015471, "alpha_c_p6m": 0.4981494648980582, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.1538801750902714, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12256047177172502, "alpha_spy_stated": 0.1158692806791608, "alpha_c_stated": 0.11076071909511587, "price_path": [-0.1645, -0.136, -0.1224, -0.2014, -0.2059, -0.1895, -0.1339, -0.0785, -0.0607, -0.0974, -0.065, -0.0515, -0.0515, -0.0377, -0.1505, -0.161, -0.1054, -0.0685, -0.0822, -0.0989, -0.0548, 0.041, 0.0546, -0.078, -0.0617, -0.0792, -0.0673, -0.0279, 0.0326, -0.0498, -0.09, -0.0972, -0.0826, -0.065, -0.0638, 0.024, 0.096, 0.1417, 0.2004, 0.2746, 0.2963, 0.2541, 0.2767, 0.3277, 0.3519, 0.3076, 0.2933, 0.3144, 0.2763, 0.182, 0.2406, 0.26, 0.2806, 0.2441, 0.2912, 0.1889, 0.2291, 0.1971, 0.104, 0.1011, -0.0318, 0.0078, 0.0129, 0.0, -0.0248, -0.1169, -0.1112, -0.1548, -0.1651, -0.1487, -0.2295, -0.2135, -0.1715, -0.1686, -0.1817, -0.1817, -0.1776, -0.2121, -0.1823, -0.1272, -0.0365, -0.0426, 0.0062, 0.0427, 0.1226, 0.2399, 0.2, 0.0814, 0.0829, 0.0531, 0.1694, 0.3763, 0.5135, 0.5062, 0.5062, 0.5062, 0.3788, 0.3685, 0.3749, 0.3614, 0.3614, 0.483, 0.525, 0.679, 0.6409, 0.6214, 0.6559, 0.7155, 0.6897, 0.7916, 0.7713, 0.8794, 0.8794, 0.74, 0.7139, 0.717, 0.735, 0.5706, 0.6979, 0.7285, 0.6721, 0.5626, 0.4471, 0.5861, 0.4268, 0.2943, 0.4114, 0.4801, 0.4057, 0.3587, 0.2883, 0.3162, 0.3162, 0.364, 0.4524, 0.4945, 0.3829, 0.3702, 0.3655, 0.37, 0.4178, 0.3486, 0.3851, 0.3687, 0.4034, 0.3661, 0.3683, 0.395, 0.3452, 0.4044, 0.3343, 0.3351, 0.3917, 0.5338, 0.356, 0.4038, 0.3121, 0.3271, 0.2894, 0.4223, 0.2869, 0.1891, 0.1198, 0.2533, 0.2787, 0.3218, 0.3218, 0.3206, 0.2943, 0.3482, 0.3025, 0.3281, 0.3782, 0.4094, 0.4364, 0.6185, 0.655, 0.7459, 0.6909, 0.7572, 0.6511, 0.555, 0.606, 0.5338, 0.5031, 0.6103, 0.5381, 0.5673, 0.5371, 0.652]}
{"unit_id": "quote:2041578719752458272", "ticker_idx": 0, "ts": "2026-04-07T18:07:52+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 am still bullish with AI Datacenter, but with $NBIS as my main bet", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NBIS as main AI datacenter bet over IREN; bullish on NBIS, regrets not fully rotating out of 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": "quote", "lang": "en", "tweet_text": "As I have said, I am still bullish with AI Datacenter, but with $NBIS as my main bet. Today is one of those days i feel good about that decision.", "reply_text": null, "parent_text": null, "quoted_text": "This week $NBIS outperformed $IREN in a huge stretch.\n\nI'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it.  Here's why...\n\n1. NBIS revenue growth much higher than IREN\n2.NBIS execution is more visible/software/ https://t.co/wgnZUQKhPc", "parent_author": null, "ret_m1d": -0.041396938221336055, "ret_signed_m1d": -0.041396938221336055, "alpha_spy_m1d": -0.0409571311720589, "alpha_c_m1d": -0.04086035569519664, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.0005365825261394175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06473593164686453, "ret_signed_p1d": 0.06473593164686453, "alpha_spy_p1d": 0.03926629513467361, "alpha_c_p1d": 0.046939505885731814, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.017796425761132717, "ret_p1w": 0.37938671496276966, "ret_signed_p1w": 0.37938671496276966, "alpha_spy_p1w": 0.3259294583970853, "alpha_c_p1w": 0.3369971742449873, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.04238954071778234, "ret_p1m": 0.6617546320464589, "ret_signed_p1m": 0.6617546320464589, "alpha_spy_p1m": 0.5485753283376917, "alpha_c_p1m": 0.6123001792768372, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.04945445276962168, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6617546320464589, "alpha_spy_stated": 0.5485753283376917, "alpha_c_stated": 0.6123001792768372, "price_path": [-0.1712, -0.1658, -0.0858, -0.102, -0.1313, -0.1151, -0.0739, -0.0739, -0.1543, -0.1578, -0.175, -0.1951, -0.221, -0.1664, -0.1445, -0.1916, -0.2744, -0.2491, -0.2338, -0.2982, -0.3708, -0.2666, -0.2089, -0.2181, -0.2452, -0.2357, -0.1652, -0.1652, -0.1693, -0.1329, -0.0834, -0.1659, -0.143, -0.1262, -0.0961, -0.1066, -0.2233, -0.2248, -0.2606, -0.1671, -0.1853, -0.2391, -0.1913, -0.1786, -0.046, -0.0797, -0.0379, 0.106, -0.0091, 0.0099, 0.0351, 0.0019, -0.0277, -0.0212, -0.0197, -0.0974, -0.1412, -0.2141, -0.1162, -0.1316, -0.0731, -0.0731, -0.0414, 0.0, 0.0647, 0.1612, 0.2348, 0.3165, 0.3794, 0.4205, 0.4083, 0.3385, 0.3557, 0.3335, 0.33, 0.338, 0.2535, 0.2348, 0.1543, 0.2026, 0.1774, 0.3159, 0.5027, 0.4985, 0.6618, 0.5739, 0.5081, 0.5852, 0.5256, 0.7655, 0.8837, 0.8734, 0.7024, 0.6842, 0.6339, 0.8733, 0.8294, 0.8294, 0.7722, 0.7749, 0.9279, 0.9684, 1.2531, 1.2196, 1.1438, 1.2118, 0.9405, 0.8569, 0.875, 0.8032, 0.893, 0.9792, 1.2152, 1.2581, 1.3928, 1.442, 1.442, 1.4158, 1.3445, 1.2118, 1.1859, 1.0468, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029246899224522839", "ticker_idx": 0, "ts": "2026-03-04T17:25:37+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gtc coming. Bought some leaps", "tweet_type": "prediction", "timeline": "months", "summary": "Bought LEAPS on NBIS ahead of anticipated GTC catalyst.", "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 Gtc coming. Bought some leaps", "reply_text": null, "parent_text": "Great call by the $NBIS team.  Starting to receive 100% upfront payments.  Everything is all systems go.  So good I had to sell more puts. (Yeah yeah should have done it yesterday I know). Sold 33 $90 strike  January 2027.  Made about $86k premium.  Not a bad day at the office. https://t.co/54C8i9LPhh", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.1122928601412897, "ret_signed_m1d": -0.1122928601412897, "alpha_spy_m1d": -0.10528693348933937, "alpha_c_m1d": -0.10530569592170991, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.006987164219579789, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021783568009912435, "ret_signed_p1d": -0.021783568009912435, "alpha_spy_p1d": -0.016207897518004666, "alpha_c_p1d": -0.01883723183159791, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.0029463361783145237, "ret_p1w": 0.14537742017537147, "ret_signed_p1w": 0.14537742017537147, "alpha_spy_p1w": 0.1582216936697246, "alpha_c_p1w": 0.1604460466820743, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.01506862650670282, "ret_p1m": 0.11290653562438857, "ret_signed_p1m": 0.11290653562438857, "alpha_spy_p1m": 0.15305795470359373, "alpha_c_p1m": 0.16959104632619082, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.05668451070180225, "ret_p3m": 1.7051545619535244, "ret_signed_p3m": 1.7051545619535244, "alpha_spy_p3m": 1.5949834614032028, "alpha_c_p3m": 1.7288187899633818, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": -0.023664228009857458, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11290653562438857, "alpha_spy_stated": 0.15305795470359373, "alpha_c_stated": 0.16959104632619082, "price_path": [0.0027, 0.0261, -0.014, -0.0429, -0.0358, -0.1032, -0.1702, -0.1721, -0.2284, -0.2014, -0.0851, -0.0465, -0.0793, -0.068, -0.068, -0.1042, -0.1201, -0.129, -0.1439, -0.1439, -0.0801, -0.0506, 0.0252, -0.0161, -0.0049, 0.0015, 0.0977, 0.0782, 0.043, 0.0624, 0.112, 0.112, 0.0154, 0.0111, -0.0095, -0.0335, -0.0646, 0.0009, 0.0271, -0.0294, -0.1288, -0.0984, -0.0801, -0.1574, -0.2445, -0.1195, -0.0501, -0.0613, -0.0938, -0.0823, 0.0024, 0.0024, -0.0027, 0.0411, 0.1005, 0.0014, 0.0289, 0.0491, 0.0853, 0.0726, -0.0674, -0.0692, -0.1123, 0.0, -0.0218, -0.0864, -0.029, -0.0138, 0.1454, 0.1049, 0.1551, 0.328, 0.1897, 0.2125, 0.2428, 0.2029, 0.1674, 0.1752, 0.177, 0.0838, 0.0311, -0.0565, 0.0612, 0.0426, 0.1129, 0.1129, 0.151, 0.2007, 0.2784, 0.3943, 0.4826, 0.5807, 0.6562, 0.7056, 0.6909, 0.6071, 0.6277, 0.601, 0.5969, 0.6065, 0.505, 0.4825, 0.3859, 0.444, 0.4137, 0.58, 0.8043, 0.7991, 0.9952, 0.8897, 0.8107, 0.9033, 0.8318, 1.1198, 1.2617, 1.2493, 1.044, 1.0222, 0.9618, 1.2492, 1.1965, 1.1965, 1.1278, 1.131, 1.3148, 1.3634, 1.7052, 1.665, 1.5739, 1.6557, 1.3298, 1.2295, 1.2512, 1.165, 1.2729, 1.3764, 1.6597, 1.7112, 1.8729, 1.932, 1.932, 1.9005, 1.815, 1.6556, 1.6246, 1.4576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042673495377682552", "ticker_idx": 0, "ts": "2026-04-10T18:38:06+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "switched to $COHR.   Don't know much but 🚀 photonics", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holds COHR over AAOI on photonics upside.", "resolved_tickers": ["COHR"], "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": "@CKCapitalxx I owned it for a bit then switched to $COHR.   Don't know much but 🚀 photonics", "reply_text": null, "parent_text": "Thoughts on fullporting Inverse Citron Research? $AAOI https://t.co/xlZ2Czmg6a", "quoted_text": null, "parent_author": "CKCapitalxx", "ret_m1d": -0.07586987503175813, "ret_signed_m1d": -0.07586987503175813, "alpha_spy_m1d": -0.07653208869504602, "alpha_c_m1d": -0.07201356652193569, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.003856308509822437, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0013983501651422259, "ret_signed_p1d": 0.0013983501651422259, "alpha_spy_p1d": -0.008374097081339515, "alpha_c_p1d": -0.019566531408770738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.020964881573912963, "ret_p1w": 0.12201622443470539, "ret_signed_p1w": 0.12201622443470539, "alpha_spy_p1w": 0.07686267290979032, "alpha_c_p1w": 0.039769554371725135, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.08224667006298025, "ret_p1m": 0.23476423558180892, "ret_signed_p1m": 0.23476423558180892, "alpha_spy_p1m": 0.14669432138139205, "alpha_c_p1m": -0.012466262000995432, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.24723049758280435, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23476423558180892, "alpha_spy_stated": 0.14669432138139205, "alpha_c_stated": -0.012466262000995432, "price_path": [-0.382, -0.4013, -0.3627, -0.3787, -0.3787, -0.3709, -0.3448, -0.3407, -0.3595, -0.3569, -0.3041, -0.2808, -0.298, -0.31, -0.2766, -0.2547, -0.3138, -0.3195, -0.2596, -0.2115, -0.2573, -0.2726, -0.2972, -0.2936, -0.2936, -0.2847, -0.2719, -0.244, -0.1929, -0.1906, -0.1712, -0.1288, -0.1865, -0.158, -0.0279, -0.0868, -0.1061, -0.1744, -0.2334, -0.1794, -0.1524, -0.1824, -0.2154, -0.2105, -0.1955, -0.2007, -0.1635, -0.1038, -0.1752, -0.1706, -0.1144, -0.1153, -0.2088, -0.2082, -0.2857, -0.2253, -0.1941, -0.1605, -0.1605, -0.1765, -0.1704, -0.0836, -0.0759, 0.0, 0.0014, 0.0193, 0.0023, 0.0667, 0.122, 0.1301, 0.118, 0.1397, 0.0981, 0.093, 0.0456, -0.0115, -0.0084, 0.0397, 0.0715, 0.0728, 0.0918, 0.1209, 0.038, 0.0903, 0.2348, 0.2163, 0.3129, 0.3169, 0.2437, 0.1799, 0.15, 0.1659, 0.2293, 0.2279, 0.2279, 0.2402, 0.2364, 0.2259, 0.1755, 0.1802, 0.3883, 0.3575, 0.372, 0.226, 0.3071, 0.1575, 0.1537, 0.1824, 0.2521, 0.3458, 0.2449, 0.232, 0.2669, 0.2669, 0.3837, 0.2397, 0.2764, 0.3244, 0.2376, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019841955048620173", "ticker_idx": 0, "ts": "2026-02-06T18:33:43+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 probably 3x more", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; expects it to return ~3x more than the alternative.", "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": "@WealthyBeaver_ @Sandeman52 Ive always own both. Iren probably 3x more", "reply_text": null, "parent_text": "@DeepValueBagger @Sandeman52 Did you sell your $IREN for $NBIS?", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": -0.048768845953356954, "ret_signed_m1d": -0.048768845953356954, "alpha_spy_m1d": -0.029945187347600988, "alpha_c_m1d": -0.030891970296481275, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01787687565687568, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10327514955108219, "ret_signed_p1d": 0.10327514955108219, "alpha_spy_p1d": 0.09845342283450487, "alpha_c_p1d": 0.10917269747282521, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.005897547921743018, "ret_p1w": 0.009323437068532447, "ret_signed_p1w": 0.009323437068532447, "alpha_spy_p1w": 0.022166981765326055, "alpha_c_p1w": 0.05742512172664649, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.04810168465811404, "ret_p1m": -0.07147983618415754, "ret_signed_p1m": -0.07147983618415754, "alpha_spy_p1m": -0.0535973338545892, "alpha_c_p1m": 0.0009491804664201187, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.07242901665057766, "ret_p3m": 0.45780532806395047, "ret_signed_p3m": 0.45780532806395047, "alpha_spy_p3m": 0.39233646111908604, "alpha_c_p3m": 0.4974943236406122, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": -0.03968899557666172, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07147983618415754, "alpha_spy_stated": -0.0535973338545892, "alpha_c_stated": 0.0009491804664201187, "price_path": [0.3717, 0.3316, 0.163, 0.1085, 0.1334, 0.1678, 0.0956, 0.0392, 0.0103, 0.1592, 0.1348, 0.1583, 0.1583, 0.143, 0.1592, -0.017, 0.0509, 0.1104, 0.0689, 0.1078, 0.1198, 0.05, 0.0504, -0.0406, -0.1518, -0.1253, -0.1924, -0.1442, -0.0457, 0.005, 0.0057, 0.0036, 0.0036, -0.0366, -0.0579, -0.0844, -0.0971, -0.0971, 0.0208, 0.1532, 0.0975, 0.0429, 0.092, 0.1004, 0.2032, 0.2668, 0.2642, 0.2405, 0.3823, 0.3823, 0.2972, 0.2785, 0.2493, 0.355, 0.2517, 0.4341, 0.5047, 0.4306, 0.2847, 0.2689, 0.3003, 0.0743, -0.0488, 0.0, 0.1033, 0.0263, 0.0201, -0.043, 0.0093, 0.0093, -0.0206, 0.006, 0.0349, -0.0442, 0.0127, 0.0865, 0.0526, 0.0576, -0.021, -0.0105, -0.0712, 0.0481, -0.0408, -0.1226, -0.0715, -0.0887, 0.0036, -0.011, -0.006, 0.0743, 0.027, 0.0091, -0.0041, -0.0129, 0.0079, -0.017, -0.0096, -0.1047, -0.1611, -0.2441, -0.1805, -0.185, -0.1688, -0.1688, -0.1602, -0.1456, -0.1195, -0.114, -0.06, 0.0296, 0.1324, 0.1671, 0.1403, 0.1504, 0.1647, 0.0798, 0.1568, 0.2436, 0.2106, 0.1561, 0.0624, 0.0246, 0.088, 0.0916, 0.1829, 0.3086, 0.4578, 0.3591, 0.4631, 0.3184, 0.3521, 0.3189, 0.3961, 0.2656, 0.2063, 0.1413, 0.2601, 0.388, 0.3586, 0.3586, 0.4291, 0.6218, 0.5312, 0.519, 0.5618, 0.5922, 0.5654, 0.4788, 0.2993, 0.415, 0.2914, 0.2317, 0.3557, 0.4289, 0.4547, 0.4148, 0.3892, 0.4334, 0.4334, 0.3596, 0.3082, 0.2025, 0.1413, 0.1286, null, null, null, null, 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:1987980906788016173", "ticker_idx": 0, "ts": "2025-11-10T20:29:17+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC and $TE are my preferred play into batteries", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers FLNC and TE for battery exposure; cautious on EOSE due to execution risk and distant revenue targets.", "resolved_tickers": ["FLNC"], "resolution_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 - Renewable", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@OInvests looked at multiple times - i  just didn't feel good at about it. $FLNC and $TE are my preferred play into batteries. $EOSE revenue guidance hinges a lot on execution and it's a long way to get there.", "reply_text": null, "parent_text": "@DeepValueBagger I’m interested to hear your thoughts on $EOSE Poor Asset : Liability ratio and negative cash flow is off putting", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": -0.04589260936136119, "ret_signed_m1d": -0.04589260936136119, "alpha_spy_m1d": -0.030527994160839178, "alpha_c_m1d": -0.030527994160839178, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04864622894695103, "ret_signed_p1d": -0.04864622894695103, "alpha_spy_p1d": -0.05093540597480495, "alpha_c_p1d": -0.05093540597480495, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": -0.2092703617117153, "ret_signed_p1w": -0.2092703617117153, "alpha_spy_p1w": -0.18612807158643285, "alpha_c_p1w": -0.18612807158643285, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": 0.09866909262028556, "ret_signed_p1m": 0.09866909262028556, "alpha_spy_p1m": 0.0963212141142833, "alpha_c_p1m": 0.0963212141142833, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": -0.1303350175889224, "ret_signed_p3m": -0.1303350175889224, "alpha_spy_p3m": -0.12766753211189386, "alpha_c_p3m": -0.12766753211189386, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": -0.4176228064616312, "ret_signed_p6m": -0.4176228064616312, "alpha_spy_p6m": -0.48578894970678443, "alpha_c_p6m": -0.48578894970678443, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09866909262028556, "alpha_spy_stated": 0.0963212141142833, "alpha_c_stated": 0.0963212141142833, "price_path": [-0.6535, -0.6528, -0.6352, -0.6301, -0.6411, -0.6567, -0.6861, -0.654, -0.6572, -0.6521, -0.6659, -0.6443, -0.6604, -0.6604, -0.682, -0.6902, -0.6902, -0.6535, -0.6691, -0.6888, -0.6898, -0.6815, -0.6788, -0.6609, -0.6558, -0.6586, -0.6365, -0.5704, -0.5135, -0.5314, -0.4869, -0.4617, -0.4534, -0.4768, -0.5044, -0.3827, -0.4011, -0.3671, -0.2997, -0.3653, -0.3134, -0.3162, -0.3993, -0.2708, -0.1533, -0.0161, -0.1014, -0.159, -0.1533, -0.2538, -0.3015, -0.2643, -0.1042, -0.14, -0.1693, -0.0693, -0.0606, -0.0363, -0.045, -0.1198, -0.0491, -0.0904, -0.0459, 0.0, -0.0486, -0.1184, -0.2542, -0.1781, -0.2093, -0.2189, -0.2285, -0.2882, -0.2933, -0.2749, -0.2304, -0.1285, -0.1285, -0.0987, -0.1101, -0.084, -0.089, 0.0711, 0.0996, 0.0491, 0.0987, 0.0927, 0.1836, 0.0184, -0.0124, -0.022, -0.1478, -0.1138, -0.084, -0.0615, -0.0973, -0.0899, -0.0899, -0.0725, -0.0835, -0.0886, -0.0922, -0.0922, 0.056, 0.0211, 0.0018, -0.0564, -0.028, 0.0647, 0.0684, 0.0932, 0.0395, 0.1703, 0.2428, 0.2428, 0.1707, 0.2088, 0.2515, 0.2363, 0.2446, 0.3052, 0.4222, 0.4488, 0.4121, 0.4176, 0.4791, 0.3304, -0.1303, -0.1078, -0.1097, -0.1285, -0.196, -0.1996, -0.1528, -0.1528, -0.184, -0.2001, -0.24, -0.2405, -0.2625, -0.2432, -0.2506, -0.2565, -0.2868, -0.3061, -0.3153, -0.2749, -0.2767, -0.3217, -0.2795, -0.2253, -0.2148, -0.2464, -0.2483, -0.2299, -0.2428, -0.2662, -0.2643, -0.3056, -0.2951, -0.2588, -0.2497, -0.3134, -0.3506, -0.4034, -0.3685, -0.4025, -0.3896, -0.3896, -0.3942, -0.3919, -0.3979, -0.3777, -0.3676, -0.3736, -0.3208, -0.302, -0.3125, -0.3788, -0.4204, -0.414, -0.3804, -0.3795, -0.386, -0.3869, -0.4332, -0.4571, -0.441, -0.4406, -0.4341, -0.4176]}
{"unit_id": "reply:1987980906788016173", "ticker_idx": 1, "ts": "2025-11-10T20:29:17+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC and $TE are my preferred play into batteries", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers FLNC and TE for battery exposure; cautious on EOSE due to execution risk and distant revenue 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": "reply_other", "lang": "en", "tweet_text": "@OInvests looked at multiple times - i  just didn't feel good at about it. $FLNC and $TE are my preferred play into batteries. $EOSE revenue guidance hinges a lot on execution and it's a long way to get there.", "reply_text": null, "parent_text": "@DeepValueBagger I’m interested to hear your thoughts on $EOSE Poor Asset : Liability ratio and negative cash flow is off putting", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": -0.15333334604899085, "ret_signed_m1d": -0.15333334604899085, "alpha_spy_m1d": -0.13796873084846883, "alpha_c_m1d": -0.1476914644861811, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02000003390842009, "ret_signed_p1d": -0.02000003390842009, "alpha_spy_p1d": -0.022289210936274007, "alpha_c_p1d": -0.020259459445056027, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.2933333184983995, "ret_signed_p1w": -0.2933333184983995, "alpha_spy_p1w": -0.27019102837311704, "alpha_c_p1w": -0.2694683651116485, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": 0.49555555979410815, "ret_signed_p1m": 0.49555555979410815, "alpha_spy_p1m": 0.4932076812881059, "alpha_c_p1m": 0.5016516107265578, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": 0.615555551317003, "ret_signed_p3m": 0.615555551317003, "alpha_spy_p3m": 0.6182230367940316, "alpha_c_p3m": 0.5199220554176534, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": 0.18666670057508683, "ret_signed_p6m": 0.18666670057508683, "alpha_spy_p6m": 0.11850055732993359, "alpha_c_p6m": 0.06159125106469632, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49555555979410815, "alpha_spy_stated": 0.4932076812881059, "alpha_c_stated": 0.5016516107265578, "price_path": [-0.7022, -0.72, -0.6711, -0.6556, -0.6756, -0.7044, -0.6711, -0.6467, -0.64, -0.6422, -0.6489, -0.6356, -0.6333, -0.6333, -0.58, -0.5933, -0.5889, -0.56, -0.56, -0.5689, -0.5844, -0.5822, -0.5867, -0.6044, -0.6111, -0.6067, -0.5867, -0.5667, -0.5489, -0.5911, -0.5111, -0.4956, -0.5111, -0.4822, -0.5156, -0.4689, -0.4756, -0.4378, -0.3778, -0.3644, -0.3489, -0.1489, -0.1911, -0.2222, -0.1089, 0.1644, 0.0422, -0.04, 0.0578, -0.0044, -0.0867, -0.1756, -0.2289, -0.1489, -0.1778, -0.2, -0.1911, -0.1733, -0.24, -0.1822, -0.0911, -0.1822, -0.1533, 0.0, -0.02, -0.1444, -0.2244, -0.2533, -0.2933, -0.32, -0.3578, -0.3956, -0.3956, -0.3022, -0.2689, -0.1467, -0.1467, -0.0844, -0.0067, 0.0533, 0.0044, 0.1356, 0.2956, 0.3378, 0.4956, 0.3667, 0.3044, 0.1889, 0.1244, 0.2089, 0.2044, 0.3378, 0.4289, 0.6222, 0.58, 0.5667, 0.5667, 0.5111, 0.4267, 0.4444, 0.4844, 0.4844, 0.7422, 0.8222, 0.7, 0.6178, 0.5133, 0.5422, 0.6022, 0.7467, 0.7467, 0.6467, 0.8156, 0.8156, 0.84, 0.7378, 0.86, 0.8889, 0.8089, 1.0267, 1.1089, 0.9733, 0.8511, 0.9244, 1.02, 0.7178, 0.6156, 0.8378, 0.6978, 0.6689, 0.5222, 0.38, 0.36, 0.36, 0.4311, 0.4356, 0.4022, 0.38, 0.3978, 0.5756, 0.6044, 0.62, 0.3689, 0.52, 0.4467, 0.5778, 0.5133, 0.4933, 0.5911, 0.7733, 0.8089, 0.72, 0.6933, 0.7156, 0.7311, 0.6289, 0.7133, 0.4667, 0.52, 0.4689, 0.4844, 0.3956, 0.28, 0.2489, -0.0244, -0.0044, -0.0689, -0.0689, -0.1, -0.1267, -0.0733, -0.0711, 0.0422, 0.1356, 0.08, 0.1867, 0.1089, 0.1178, 0.1067, 0.1311, 0.1978, 0.1978, 0.1756, 0.18, 0.0889, 0.0867, 0.0667, 0.1444, 0.1333, 0.1867]}
{"unit_id": "reply:1987980906788016173", "ticker_idx": 2, "ts": "2025-11-10T20:29:17+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE revenue guidance hinges a lot on execution and it's a long way to get there", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers FLNC and TE for battery exposure; cautious on EOSE due to execution risk and distant revenue targets.", "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": "@OInvests looked at multiple times - i  just didn't feel good at about it. $FLNC and $TE are my preferred play into batteries. $EOSE revenue guidance hinges a lot on execution and it's a long way to get there.", "reply_text": null, "parent_text": "@DeepValueBagger I’m interested to hear your thoughts on $EOSE Poor Asset : Liability ratio and negative cash flow is off putting", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": -0.04846275556507962, "ret_signed_m1d": 0.04846275556507962, "alpha_spy_m1d": 0.033098140364557604, "alpha_c_m1d": 0.04282087400226986, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03491402072161787, "ret_signed_p1d": 0.03491402072161787, "alpha_spy_p1d": 0.037203197749471784, "alpha_c_p1d": 0.035173446258253804, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.3225638541839465, "ret_signed_p1w": 0.3225638541839465, "alpha_spy_p1w": 0.29942156405866405, "alpha_c_p1w": 0.2986989007971955, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": -0.22094844225082244, "ret_signed_p1m": 0.22094844225082244, "alpha_spy_p1m": 0.2232963207568247, "alpha_c_p1m": 0.21485239131837275, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": -0.4121938812376834, "ret_signed_p3m": 0.4121938812376834, "alpha_spy_p3m": 0.40952639576065486, "alpha_c_p3m": 0.5078273771370331, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": -0.6753517537419167, "ret_signed_p6m": 0.6753517537419167, "alpha_spy_p6m": 0.7435178969870699, "alpha_c_p6m": 0.8004272032523072, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22094844225082244, "alpha_spy_stated": 0.2232963207568247, "alpha_c_stated": 0.21485239131837275, "price_path": [-0.6696, -0.6701, -0.6946, -0.6701, -0.6847, -0.6879, -0.6863, -0.6707, -0.6733, -0.6394, -0.629, -0.6285, -0.6404, -0.6404, -0.6087, -0.6029, -0.6175, -0.6243, -0.642, -0.6363, -0.642, -0.6238, -0.5727, -0.5685, -0.568, -0.5571, -0.531, -0.4914, -0.4664, -0.4706, -0.445, -0.4534, -0.4726, -0.4179, -0.4065, -0.3554, -0.3559, -0.3434, -0.2777, -0.2882, -0.2277, -0.2371, -0.2798, -0.1115, -0.1152, -0.0474, -0.1949, -0.2163, -0.2178, -0.1506, -0.2152, -0.2517, -0.1631, -0.1985, -0.2178, -0.2512, -0.2538, -0.1647, -0.186, -0.2652, -0.2256, -0.2032, -0.0485, 0.0, -0.0349, -0.1001, -0.2077, -0.2809, -0.3226, -0.2976, -0.334, -0.3288, -0.3559, -0.3163, -0.3017, -0.2595, -0.2595, -0.2157, -0.291, -0.334, -0.2939, -0.1876, -0.2189, -0.1959, -0.2209, -0.2293, -0.1433, -0.2267, -0.2897, -0.3069, -0.3606, -0.3585, -0.3189, -0.3283, -0.3768, -0.3736, -0.3736, -0.3825, -0.4085, -0.4085, -0.4028, -0.4028, -0.3241, -0.2986, -0.2626, -0.2715, -0.2694, -0.2038, -0.1595, -0.1235, -0.0985, -0.1204, -0.0907, -0.0907, -0.0974, -0.0865, -0.0505, -0.1084, -0.1563, -0.2178, -0.1308, -0.1605, -0.2371, -0.2642, -0.2493, -0.3538, -0.4122, -0.3585, -0.3101, -0.3632, -0.3966, -0.4377, -0.4216, -0.4216, -0.4033, -0.3976, -0.4033, -0.4424, -0.4591, -0.4018, -0.42, -0.6488, -0.7032, -0.6925, -0.6842, -0.6483, -0.6498, -0.6806, -0.6785, -0.666, -0.6639, -0.6811, -0.7024, -0.7103, -0.7061, -0.7249, -0.7124, -0.7295, -0.7217, -0.7348, -0.7342, -0.7488, -0.7467, -0.771, -0.7415, -0.74, -0.741, -0.741, -0.7478, -0.7665, -0.7608, -0.6899, -0.7071, -0.679, -0.6707, -0.6311, -0.6295, -0.6269, -0.6269, -0.6337, -0.6175, -0.6389, -0.6003, -0.6269, -0.6451, -0.6696, -0.6509, -0.6639, -0.6675, -0.6754]}
{"unit_id": "reply:2022158392744456378", "ticker_idx": 0, "ts": "2026-02-13T03:58:25+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "holding $IREN still", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds IREN (reduced) and has larger position in 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": "reply_other", "lang": "en", "tweet_text": "@dezod80 yes, much reduced now, more on NBIS", "reply_text": null, "parent_text": "@DeepValueBagger holding $IREN still ?", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": -0.051871207439291966, "ret_signed_m1d": -0.051871207439291966, "alpha_spy_m1d": -0.05116720430574895, "alpha_c_m1d": -0.052645597196696814, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": 0.0007743897574048475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.053055462190948144, "ret_signed_p1w": -0.053055462190948144, "alpha_spy_p1w": -0.06432068236608302, "alpha_c_p1w": -0.06931876454198649, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.016263302351038345, "ret_p1m": 0.06442438008912399, "ret_signed_p1m": 0.06442438008912399, "alpha_spy_p1m": 0.08308217318420508, "alpha_c_p1m": 0.10992303755280719, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.0454986574636832, "ret_p3m": 0.30672658867409, "ret_signed_p3m": 0.30672658867409, "alpha_spy_p3m": 0.21492276200034555, "alpha_c_p3m": 0.31443025820879233, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": -0.007703669534702362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06442438008912399, "alpha_spy_stated": 0.08308217318420508, "alpha_c_stated": 0.10992303755280719, "price_path": [0.157, 0.0855, 0.0296, 0.0009, 0.1485, 0.1243, 0.1476, 0.1476, 0.1324, 0.1485, -0.0261, 0.0412, 0.1002, 0.059, 0.0976, 0.1094, 0.0403, 0.0407, -0.0495, -0.1596, -0.1333, -0.1999, -0.1521, -0.0545, -0.0043, -0.0036, -0.0057, -0.0057, -0.0455, -0.0666, -0.0928, -0.1054, -0.1054, 0.0114, 0.1426, 0.0874, 0.0333, 0.082, 0.0902, 0.1921, 0.2551, 0.2525, 0.229, 0.3695, 0.3695, 0.2852, 0.2667, 0.2378, 0.3425, 0.2402, 0.4209, 0.4908, 0.4173, 0.2729, 0.2572, 0.2883, 0.0644, -0.0576, -0.0092, 0.0931, 0.0168, 0.0107, -0.0519, 0.0, 0.0, -0.0296, -0.0033, 0.0253, -0.0531, 0.0033, 0.0765, 0.0429, 0.0478, -0.0301, -0.0197, -0.0798, 0.0384, -0.0496, -0.1307, -0.0801, -0.0971, -0.0057, -0.0201, -0.0152, 0.0644, 0.0175, -0.0002, -0.0133, -0.022, -0.0014, -0.0261, -0.0187, -0.113, -0.1689, -0.2511, -0.1881, -0.1926, -0.1765, -0.1765, -0.1679, -0.1535, -0.1277, -0.1222, -0.0687, 0.0201, 0.122, 0.1563, 0.1298, 0.1397, 0.154, 0.0699, 0.1461, 0.2321, 0.1994, 0.1454, 0.0526, 0.0152, 0.0779, 0.0815, 0.172, 0.2965, 0.4443, 0.3465, 0.4495, 0.3063, 0.3396, 0.3067, 0.3832, 0.2539, 0.1952, 0.1307, 0.2485, 0.3752, 0.346, 0.346, 0.4159, 0.6068, 0.5171, 0.505, 0.5474, 0.5775, 0.5509, 0.4652, 0.2873, 0.4019, 0.2795, 0.2203, 0.3432, 0.4157, 0.4413, 0.4017, 0.3764, 0.4202, 0.4202, 0.347, 0.2961, 0.1914, 0.1307, 0.1182, null, null, null, null, null, null, null, null, null, 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:2022158392744456378", "ticker_idx": 1, "ts": "2026-02-13T03:58:25+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "more on NBIS", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds IREN (reduced) and has larger position in 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": "@dezod80 yes, much reduced now, more on NBIS", "reply_text": null, "parent_text": "@DeepValueBagger holding $IREN still ?", "quoted_text": null, "parent_author": "dezod80", "ret_m1d": -0.08448116109402759, "ret_signed_m1d": -0.08448116109402759, "alpha_spy_m1d": -0.08377715796048457, "alpha_c_m1d": -0.08500481520451475, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": 0.0005236541104871595, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.0009183141039018627, "ret_signed_p1w": -0.0009183141039018627, "alpha_spy_p1w": -0.012183534279036734, "alpha_c_p1w": -0.02029344921992282, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.01937513511602096, "ret_p1m": 0.3248648431108967, "ret_signed_p1m": 0.3248648431108967, "alpha_spy_p1m": 0.3435226362059778, "alpha_c_p1m": 0.318319133243804, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": 0.006545709867092686, "ret_p3m": 1.114784203191455, "ret_signed_p3m": 1.114784203191455, "alpha_spy_p3m": 1.0229803765177106, "alpha_c_p3m": 1.092506300443915, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": 0.022277902747539935, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3248648431108967, "alpha_spy_stated": 0.3435226362059778, "alpha_c_stated": 0.318319133243804, "price_path": [-0.0762, -0.03, -0.1364, -0.1505, -0.0623, -0.0932, -0.0339, -0.0339, -0.032, 0.0218, -0.0159, 0.0093, 0.0489, 0.0003, 0.0237, -0.0163, -0.0451, -0.0381, -0.1053, -0.1721, -0.1741, -0.2302, -0.2032, -0.0872, -0.0488, -0.0814, -0.0702, -0.0702, -0.1063, -0.1221, -0.131, -0.146, -0.146, -0.0822, -0.0529, 0.0228, -0.0184, -0.0072, -0.0008, 0.0951, 0.0757, 0.0405, 0.0599, 0.1094, 0.1094, 0.0131, 0.0088, -0.0118, -0.0358, -0.0668, -0.0014, 0.0247, -0.0316, -0.1308, -0.1005, -0.0822, -0.1594, -0.2463, -0.1215, -0.0523, -0.0635, -0.0959, -0.0845, 0.0, 0.0, -0.005, 0.0387, 0.0979, -0.0009, 0.0265, 0.0466, 0.0827, 0.0701, -0.0696, -0.0714, -0.1144, -0.0023, -0.0241, -0.0886, -0.0313, -0.0161, 0.1427, 0.1023, 0.1524, 0.3249, 0.1869, 0.2097, 0.2399, 0.2001, 0.1647, 0.1724, 0.1743, 0.0812, 0.0287, -0.0587, 0.0587, 0.0402, 0.1103, 0.1103, 0.1483, 0.1978, 0.2754, 0.391, 0.4791, 0.577, 0.6523, 0.7016, 0.687, 0.6033, 0.6239, 0.5973, 0.5931, 0.6027, 0.5015, 0.479, 0.3826, 0.4406, 0.4104, 0.5763, 0.8, 0.7949, 0.9905, 0.8852, 0.8064, 0.8988, 0.8275, 1.1148, 1.2564, 1.2441, 1.0392, 1.0174, 0.9571, 1.244, 1.1913, 1.1913, 1.1228, 1.126, 1.3094, 1.3578, 1.6988, 1.6587, 1.5679, 1.6494, 1.3244, 1.2243, 1.2459, 1.1599, 1.2675, 1.3708, 1.6535, 1.7048, 1.8661, 1.9251, 1.9251, 1.8937, 1.8084, 1.6493, 1.6184, 1.4518, null, null, null, null, null, null, null, null, null, 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:1986790820448448803", "ticker_idx": 0, "ts": "2025-11-07T13:40:19+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My $intc will moon", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds INTC; expects it to moon.", "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": "reply_other", "lang": "en", "tweet_text": "@RJCcapital @closenberger @RKGcapital Already hedged. My $intc will moon.", "reply_text": null, "parent_text": "seems like an absolute lock. adding in the investment committee for their take: @closenberger @RKGcapital @DeepValueBagger https://t.co/26Zq1r2EAZ", "quoted_text": null, "parent_author": "RJCcapital", "ret_m1d": -0.02334118449298095, "ret_signed_m1d": -0.02334118449298095, "alpha_spy_m1d": -0.02235758782924835, "alpha_c_m1d": -0.031872718429700964, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": 0.008531533936720015, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008392333749285052, "ret_signed_p1d": 0.008392333749285052, "alpha_spy_p1d": -0.007212036597054938, "alpha_c_p1d": -0.02225801467363997, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.030650348422925022, "ret_p1w": -0.06845005342877042, "ret_signed_p1w": -0.06845005342877042, "alpha_spy_p1w": -0.06988096461404569, "alpha_c_p1w": -0.05943020681153821, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.009019846617232208, "ret_p1m": 0.05691051949012116, "ret_signed_p1m": 0.05691051949012116, "alpha_spy_p1m": 0.03804222981558403, "alpha_c_p1m": -0.0017760820822578793, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.05868660157237904, "ret_p3m": 0.2745868636956581, "ret_signed_p3m": 0.2745868636956581, "alpha_spy_p3m": 0.24888127479558864, "alpha_c_p3m": 0.17379210908663012, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.10079475460902798, "ret_p6m": 1.5119327588844276, "ret_signed_p6m": 1.5119327588844276, "alpha_spy_p6m": 1.4357320835192957, "alpha_c_p6m": 1.051611835534657, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": 0.4603209233497705, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05691051949012116, "alpha_spy_stated": 0.03804222981558403, "alpha_c_stated": -0.0017760820822578793, "price_path": [-0.428, -0.4173, -0.3742, -0.3559, -0.3795, -0.3362, -0.3826, -0.3837, -0.3496, -0.3562, -0.3614, -0.3483, -0.3462, -0.3614, -0.3614, -0.3651, -0.3706, -0.3546, -0.3577, -0.358, -0.359, -0.3504, -0.3546, -0.3685, -0.3504, -0.3373, -0.347, -0.1983, -0.2242, -0.2457, -0.2305, -0.1812, -0.1086, -0.069, -0.0957, -0.1201, -0.0574, -0.0218, -0.0341, -0.0404, -0.0252, -0.0184, -0.0087, -0.0462, -0.0239, -0.0656, -0.0257, -0.0338, -0.0294, -0.0008, -0.0003, -0.0317, 0.0008, 0.0039, 0.037, 0.0892, 0.0842, 0.0532, 0.0488, 0.0359, -0.0288, 0.0066, -0.0233, 0.0, 0.0084, -0.0066, -0.0063, -0.0582, -0.0685, -0.0897, -0.0997, -0.0792, -0.1183, -0.0952, -0.0614, -0.0603, -0.0346, -0.0346, 0.0637, 0.0493, 0.14, 0.1477, 0.0622, 0.086, 0.0569, 0.0622, 0.0695, 0.0362, -0.0084, -0.0163, -0.0215, -0.0546, -0.0485, -0.0344, -0.0462, -0.0467, -0.0517, -0.0517, -0.0506, -0.038, -0.0218, -0.0323, -0.0323, 0.0328, 0.0325, 0.0501, 0.118, 0.0782, 0.1946, 0.1555, 0.2402, 0.2777, 0.2672, 0.2316, 0.2316, 0.2735, 0.4228, 0.4246, 0.182, 0.1143, 0.1521, 0.2793, 0.2762, 0.2187, 0.2801, 0.2916, 0.2746, 0.2651, 0.3268, 0.3176, 0.236, 0.2665, 0.219, 0.2271, 0.2271, 0.2111, 0.1922, 0.1702, 0.1568, 0.1442, 0.2095, 0.2295, 0.1922, 0.1962, 0.1933, 0.1303, 0.1954, 0.2051, 0.1387, 0.1954, 0.2269, 0.2583, 0.1867, 0.2004, 0.2001, 0.1555, 0.181, 0.2111, 0.1505, 0.1542, 0.1555, 0.2373, 0.1566, 0.1311, 0.0803, 0.1574, 0.2596, 0.3213, 0.3213, 0.3318, 0.3876, 0.546, 0.6187, 0.636, 0.7094, 0.6735, 0.7031, 0.7965, 0.7965, 0.7231, 0.7377, 0.7118, 0.7514, 1.1647, 1.229, 1.2166, 1.4849, 1.4778, 1.6126, 1.5119]}
{"unit_id": "orig:2019525057408557361", "ticker_idx": 0, "ts": "2026-02-05T21:34:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ER looks great IMHO. New Oklahoma campus with 1.6GW secured. That's > 4.5GW. Construction is ongoing with enough financing to take on the entire Microsoft deal and bank on $9B. Again market reaction is ridiculous.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still bullish IREN post-ER: 4.5GW+ capacity, Microsoft deal financing secured; trimmed 7% but market reaction seen as overdone.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN ER looks great IMHO. \n\nNew Oklahoma campus with 1.6GW secured. That's > 4.5GW.  Construction is ongoing with enough financing to take on the entire Microsoft deal and bank on $9B.  I trimmed 7% @ 42.0. It's just going to take more time for them execute. Again market reaction is ridiculous.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.048768845953356954, "ret_signed_m1d": -0.048768845953356954, "alpha_spy_m1d": -0.029945187347600988, "alpha_c_m1d": -0.030891970296481275, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01787687565687568, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10327514955108219, "ret_signed_p1d": 0.10327514955108219, "alpha_spy_p1d": 0.09845342283450487, "alpha_c_p1d": 0.10917269747282521, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.005897547921743018, "ret_p1w": 0.009323437068532447, "ret_signed_p1w": 0.009323437068532447, "alpha_spy_p1w": 0.022166981765326055, "alpha_c_p1w": 0.05742512172664649, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.04810168465811404, "ret_p1m": -0.07147983618415754, "ret_signed_p1m": -0.07147983618415754, "alpha_spy_p1m": -0.0535973338545892, "alpha_c_p1m": 0.0009491804664201187, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.07242901665057766, "ret_p3m": 0.45780532806395047, "ret_signed_p3m": 0.45780532806395047, "alpha_spy_p3m": 0.39233646111908604, "alpha_c_p3m": 0.4974943236406122, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": -0.03968899557666172, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07147983618415754, "alpha_spy_stated": -0.0535973338545892, "alpha_c_stated": 0.0009491804664201187, "price_path": [0.3717, 0.3316, 0.163, 0.1085, 0.1334, 0.1678, 0.0956, 0.0392, 0.0103, 0.1592, 0.1348, 0.1583, 0.1583, 0.143, 0.1592, -0.017, 0.0509, 0.1104, 0.0689, 0.1078, 0.1198, 0.05, 0.0504, -0.0406, -0.1518, -0.1253, -0.1924, -0.1442, -0.0457, 0.005, 0.0057, 0.0036, 0.0036, -0.0366, -0.0579, -0.0844, -0.0971, -0.0971, 0.0208, 0.1532, 0.0975, 0.0429, 0.092, 0.1004, 0.2032, 0.2668, 0.2642, 0.2405, 0.3823, 0.3823, 0.2972, 0.2785, 0.2493, 0.355, 0.2517, 0.4341, 0.5047, 0.4306, 0.2847, 0.2689, 0.3003, 0.0743, -0.0488, 0.0, 0.1033, 0.0263, 0.0201, -0.043, 0.0093, 0.0093, -0.0206, 0.006, 0.0349, -0.0442, 0.0127, 0.0865, 0.0526, 0.0576, -0.021, -0.0105, -0.0712, 0.0481, -0.0408, -0.1226, -0.0715, -0.0887, 0.0036, -0.011, -0.006, 0.0743, 0.027, 0.0091, -0.0041, -0.0129, 0.0079, -0.017, -0.0096, -0.1047, -0.1611, -0.2441, -0.1805, -0.185, -0.1688, -0.1688, -0.1602, -0.1456, -0.1195, -0.114, -0.06, 0.0296, 0.1324, 0.1671, 0.1403, 0.1504, 0.1647, 0.0798, 0.1568, 0.2436, 0.2106, 0.1561, 0.0624, 0.0246, 0.088, 0.0916, 0.1829, 0.3086, 0.4578, 0.3591, 0.4631, 0.3184, 0.3521, 0.3189, 0.3961, 0.2656, 0.2063, 0.1413, 0.2601, 0.388, 0.3586, 0.3586, 0.4291, 0.6218, 0.5312, 0.519, 0.5618, 0.5922, 0.5654, 0.4788, 0.2993, 0.415, 0.2914, 0.2317, 0.3557, 0.4289, 0.4547, 0.4148, 0.3892, 0.4334, 0.4334, 0.3596, 0.3082, 0.2025, 0.1413, 0.1286, null, null, null, null, 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:2014161728896930106", "ticker_idx": 0, "ts": "2026-01-22T02:22:32+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have $1m $intc calls", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds $1M in INTC call options; endorses the bullish AI/Intel thesis.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I have $1m $intc calls but this guy has $678m calls (probably much higher since this report)", "reply_text": null, "parent_text": null, "quoted_text": "Leopold Aschenbrenner’s largest position in his $1.5B hedge fund is call options on Intel.\n\nWho is he? A former OpenAI researcher with 23 years of experience, who graduated at just 19 as a valedictorian from Columbia University.\n\nHis reasoning:\nAI will define the global world https://t.co/cGQeVYJuwE", "parent_author": null, "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.0039074628317058435, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064992318543037, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154146531242293, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861337473449724, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.1951012721683667, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18796021984229683, "alpha_spy_stated": -0.18861337473449724, "alpha_c_stated": -0.21827150337606283, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, 1.0127, 0.9869, 1.0749, 1.0578, 0.8257, 1.03, 0.9867, 0.9705, 1.1532, 1.2933, 1.3538, 1.1548, 1.2294, 1.4667, 1.4667, 1.5946, 1.4352, 1.4236, 1.4461, 1.3623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038793102459068613", "ticker_idx": 0, "ts": "2026-03-31T01:38:49+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Best overall value proposition in mega-cap. Meta combines cheap across all three valuation measures with elite profitability (82% gross margin, 41% operating margin) and strong ROE.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Top 3 undervalued picks: META on margins/cash generation, MU on HBM/cycle bottom, AMD on clean balance sheet and AI accelerator upside.", "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": "Top 3 undervalued companies based on DAR platform.\n\n🏆 #1 — META (Meta Platforms) \nBest overall value proposition in mega-cap. Meta combines cheap across all three valuation measures with elite profitability (82% gross margin, 41% operating margin) and strong ROE. The AI capex cycle is the only concern, but they're generating cash to fund it internally.\n\n🥈 #2 — MU (Micron Technology) — $402B\nStrong P/FCF for a semiconductor company. HBM (high-bandwidth memory) exposure to AI. Memory is cyclical — buying near the bottom of the cycle, not the peak. Clean balance sheet, decent ROE.\n\n🥉 #3 — AMD (Advanced Micro Devices) — $330B\nUltra-clean balance sheet (0.22x D/E). The AI story here is MI300 accelerators competing with NVIDIA, but it's early innings.\n\nDisclosure: I have a small SEC dataset, may not representative of everything else.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06248573159618831, "ret_signed_m1d": -0.06248573159618831, "alpha_spy_m1d": -0.03423893976522363, "alpha_c_m1d": -0.03632664639207028, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.026159085204118027, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012409800730328824, "ret_signed_p1d": 0.012409800730328824, "alpha_spy_p1d": 0.004875309320025334, "alpha_c_p1d": 0.008982062338016572, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.0034277383923122517, "ret_p1w": 0.005103737302054823, "ret_signed_p1w": 0.005103737302054823, "alpha_spy_p1w": -0.008550558308387579, "alpha_c_p1w": -0.0035558595305542617, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.008659596832609084, "ret_p1m": 0.16952444064119776, "ret_signed_p1m": 0.16952444064119776, "alpha_spy_p1m": 0.07535830583482084, "alpha_c_p1m": 0.1295640820168802, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.03996035862431757, "ret_p3m": -0.03735166465956896, "ret_signed_p3m": -0.03735166465956896, "alpha_spy_p3m": -0.1611761734403684, "alpha_c_p3m": 0.002372026975626107, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": -0.03972369163519507, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16952444064119776, "alpha_spy_stated": 0.07535830583482084, "alpha_c_stated": 0.1295640820168802, "price_path": [0.1528, 0.1358, 0.1505, 0.1537, 0.1328, 0.1283, 0.1405, 0.1211, 0.1021, 0.0749, 0.0841, 0.0832, 0.0832, 0.055, 0.0704, 0.131, 0.1504, 0.1742, 0.1752, 0.1678, 0.2894, 0.2513, 0.2336, 0.208, 0.1683, 0.1704, 0.1551, 0.1827, 0.1713, 0.1678, 0.1348, 0.1173, 0.1173, 0.1164, 0.1233, 0.126, 0.145, 0.1129, 0.1164, 0.1416, 0.1474, 0.132, 0.1414, 0.144, 0.1661, 0.1536, 0.1262, 0.1306, 0.1422, 0.1436, 0.1145, 0.0718, 0.0967, 0.0883, 0.0761, 0.0604, 0.0376, 0.0558, 0.0363, 0.0398, -0.043, -0.0811, -0.0625, 0.0, 0.0124, 0.0041, 0.0041, 0.0016, 0.0051, 0.0704, 0.0983, 0.1009, 0.1091, 0.1579, 0.1738, 0.1831, 0.2035, 0.1727, 0.169, 0.1793, 0.1521, 0.1799, 0.1861, 0.1734, 0.1695, 0.0695, 0.064, 0.0669, 0.0574, 0.0712, 0.0781, 0.0655, 0.0467, 0.054, 0.0778, 0.0809, 0.0736, 0.0683, 0.0533, 0.0576, 0.0616, 0.0666, 0.0666, 0.0703, 0.1103, 0.1104, 0.1055, 0.0495, 0.0446, 0.0889, 0.0969, 0.0365, 0.0232, 0.0218, -0.002, -0.0065, -0.009, 0.0383, 0.0501, -0.007, 0.0098, 0.0098, -0.0136, -0.0164, -0.0244, -0.0503, -0.0374, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038793102459068613", "ticker_idx": 1, "ts": "2026-03-31T01:38:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Strong P/FCF for a semiconductor company. HBM exposure to AI. Memory is cyclical — buying near the bottom of the cycle, not the peak.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Top 3 undervalued picks: META on margins/cash generation, MU on HBM/cycle bottom, AMD on clean balance sheet and AI accelerator upside.", "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 3 undervalued companies based on DAR platform.\n\n🏆 #1 — META (Meta Platforms) \nBest overall value proposition in mega-cap. Meta combines cheap across all three valuation measures with elite profitability (82% gross margin, 41% operating margin) and strong ROE. The AI capex cycle is the only concern, but they're generating cash to fund it internally.\n\n🥈 #2 — MU (Micron Technology) — $402B\nStrong P/FCF for a semiconductor company. HBM (high-bandwidth memory) exposure to AI. Memory is cyclical — buying near the bottom of the cycle, not the peak. Clean balance sheet, decent ROE.\n\n🥉 #3 — AMD (Advanced Micro Devices) — $330B\nUltra-clean balance sheet (0.22x D/E). The AI story here is MI300 accelerators competing with NVIDIA, but it's early innings.\n\nDisclosure: I have a small SEC dataset, may not representative of everything else.", "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:2038793102459068613", "ticker_idx": 2, "ts": "2026-03-31T01:38:49+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ultra-clean balance sheet (0.22x D/E). The AI story here is MI300 accelerators competing with NVIDIA, but it's early innings.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Top 3 undervalued picks: META on margins/cash generation, MU on HBM/cycle bottom, AMD on clean balance sheet and AI accelerator upside.", "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": "original", "lang": "en", "tweet_text": "Top 3 undervalued companies based on DAR platform.\n\n🏆 #1 — META (Meta Platforms) \nBest overall value proposition in mega-cap. Meta combines cheap across all three valuation measures with elite profitability (82% gross margin, 41% operating margin) and strong ROE. The AI capex cycle is the only concern, but they're generating cash to fund it internally.\n\n🥈 #2 — MU (Micron Technology) — $402B\nStrong P/FCF for a semiconductor company. HBM (high-bandwidth memory) exposure to AI. Memory is cyclical — buying near the bottom of the cycle, not the peak. Clean balance sheet, decent ROE.\n\n🥉 #3 — AMD (Advanced Micro Devices) — $330B\nUltra-clean balance sheet (0.22x D/E). The AI story here is MI300 accelerators competing with NVIDIA, but it's early innings.\n\nDisclosure: I have a small SEC dataset, may not representative of everything else.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03632699039333065, "ret_signed_m1d": -0.03632699039333065, "alpha_spy_m1d": -0.00808019856236597, "alpha_c_m1d": 0.018107009213936598, "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": 0.03332848784442355, "ret_signed_p1d": 0.03332848784442355, "alpha_spy_p1d": 0.02579399643412006, "alpha_c_p1d": 0.010975834060781064, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.08897412748946376, "ret_signed_p1w": 0.08897412748946376, "alpha_spy_p1w": 0.07531983187902136, "alpha_c_p1w": 0.04593813306413552, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.6571302044376277, "ret_signed_p1m": 0.6571302044376277, "alpha_spy_p1m": 0.5629640696312508, "alpha_c_p1m": 0.3541046579449245, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 1.5639288004159622, "ret_signed_p3m": 1.5639288004159622, "alpha_spy_p3m": 1.4401042916351627, "alpha_c_p3m": 0.968701896169601, "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": 0.6571302044376277, "alpha_spy_stated": 0.5629640696312508, "alpha_c_stated": 0.3541046579449245, "price_path": [0.0527, 0.0985, 0.0868, 0.0537, 0.0324, 0.0061, -0.0013, 0.0209, 0.0862, 0.0991, 0.1204, 0.1396, 0.1396, 0.14, 0.2279, 0.2473, 0.2765, 0.2354, 0.2389, 0.2424, 0.2396, 0.1637, 0.2106, 0.1901, -0.0159, -0.0537, 0.0246, 0.0618, 0.0498, 0.0499, 0.0123, 0.0191, 0.0191, -0.0017, -0.0163, -0.0003, -0.0161, -0.0336, 0.0512, 0.0365, 0.0012, -0.0158, -0.0236, -0.0613, -0.0067, -0.0196, -0.0541, -0.0037, -0.001, 0.0069, -0.028, -0.0494, -0.0337, -0.035, -0.0195, 0.009, -0.0103, -0.0037, 0.0095, 0.0828, 0.0017, -0.0071, -0.0363, 0.0, 0.0333, 0.0692, 0.0692, 0.0823, 0.089, 0.1396, 0.1633, 0.2045, 0.2133, 0.2538, 0.2688, 0.3678, 0.3685, 0.3516, 0.3985, 0.4917, 0.5009, 0.7097, 0.6449, 0.5888, 0.6571, 0.7426, 0.7723, 0.6789, 0.7464, 1.0714, 1.0079, 1.2376, 1.2553, 1.2037, 1.1899, 1.2106, 1.0847, 1.0695, 1.0353, 1.2002, 1.21, 1.2981, 1.2981, 1.477, 1.4359, 1.5468, 1.537, 1.5076, 1.5637, 1.6669, 1.5719, 1.2926, 1.4103, 1.3375, 1.2239, 1.4011, 1.5147, 1.6902, 1.4937, 1.5192, 1.6415, 1.6415, 1.7116, 1.5554, 1.5549, 1.618, 1.5639, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2033346371021856798", "ticker_idx": 0, "ts": "2026-03-16T00:55:27+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it is recommending a buy for $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "DAR platform recommends buy on NBIS; author endorses the signal.", "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": "Most ideas, 9 out of 10, my deep autonomous research (DAR) platform shoots down. But it is recommending a buy for $NBIS. This must be a sign. https://t.co/5HqferswHW", "reply_text": null, "parent_text": null, "quoted_text": null, "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": "reply:2019911055586259252", "ticker_idx": 0, "ts": "2026-02-06T23:08:18+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$intc is my only leap now. Low premium. Good growth", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holding INTC LEAPS as only long-dated option position; bullish on low premium and good growth.", "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": "reply_other", "lang": "en", "tweet_text": "@placigyunv6567 $intc is my only leap now. Low premium. Good growth", "reply_text": null, "parent_text": "@DeepValueBagger Always admired your ability to nail down leaps and see the position through 1+ years later.\n\nIf it’s on your radar, curious what SaaS names you’re leaping into. I have some ITMs in $MSFT and $NOW", "quoted_text": null, "parent_author": "placigyunv6567", "ret_m1d": 0.006966529905016117, "ret_signed_m1d": 0.006966529905016117, "alpha_spy_m1d": 0.011765119135697999, "alpha_c_m1d": 0.01926211597423122, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06190287632264413, "ret_signed_p1d": -0.06190287632264413, "alpha_spy_p1d": -0.05926581855194468, "alpha_c_p1d": -0.057255183812557675, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": -0.06867039505729444, "ret_signed_p1w": -0.06867039505729444, "alpha_spy_p1w": -0.05108989202508474, "alpha_c_p1w": -0.07130166848721897, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.06886948215714139, "ret_signed_p1m": -0.06886948215714139, "alpha_spy_p1m": -0.044703496771661744, "alpha_c_p1m": -0.04595049171301213, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 1.1819267333656538, "ret_signed_p3m": 1.1819267333656538, "alpha_spy_p3m": 1.1248217531073346, "alpha_c_p3m": 0.8537575862060851, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2458, -0.2852, -0.293, -0.3091, -0.3167, -0.3012, -0.3308, -0.3133, -0.2876, -0.2868, -0.2673, -0.2673, -0.1927, -0.2036, -0.1348, -0.129, -0.1939, -0.1758, -0.1979, -0.1939, -0.1883, -0.2136, -0.2474, -0.2534, -0.2574, -0.2824, -0.2779, -0.2671, -0.2761, -0.2765, -0.2803, -0.2803, -0.2795, -0.2699, -0.2576, -0.2655, -0.2655, -0.2162, -0.2164, -0.203, -0.1515, -0.1817, -0.0934, -0.123, -0.0587, -0.0303, -0.0382, -0.0653, -0.0653, -0.0334, 0.0798, 0.0812, -0.1029, -0.1543, -0.1256, -0.0291, -0.0314, -0.075, -0.0285, -0.0197, -0.0326, -0.0398, 0.007, 0.0, -0.0619, -0.0388, -0.0748, -0.0687, -0.0687, -0.0808, -0.0951, -0.1119, -0.122, -0.1316, -0.082, -0.0669, -0.0951, -0.0922, -0.0943, -0.1421, -0.0928, -0.0854, -0.1357, -0.0928, -0.0689, -0.045, -0.0993, -0.089, -0.0892, -0.123, -0.1037, -0.0808, -0.1268, -0.124, -0.123, -0.0609, -0.1222, -0.1415, -0.1801, -0.1216, -0.044, 0.0028, 0.0028, 0.0107, 0.0531, 0.1734, 0.2285, 0.2416, 0.2974, 0.2701, 0.2926, 0.3635, 0.3635, 0.3077, 0.3189, 0.2992, 0.3292, 0.6429, 0.6917, 0.6823, 0.8859, 0.8806, 0.9829, 0.9064, 1.1527, 1.2494, 1.1819, 1.4865, 1.5764, 1.4007, 1.3943, 1.3075, 1.165, 1.1531, 1.2054, 1.3678, 1.3587, 1.3854, 1.3854, 1.4586, 1.4238, 1.4062, 1.2826, 1.1762, 1.1483, 1.2434, 1.2249, 0.9739, 1.1949, 1.1481, 1.1306, 1.328, 1.4795, 1.545, 1.3298, 1.4104, 1.667, 1.667, 1.8053, 1.633, 1.6204, 1.6447, 1.5541, null, null, null, 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:1988237435721908665", "ticker_idx": 0, "ts": "2025-11-11T13:28:38+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 sold out all of its capacity and had to say no to their customer. This is super bullish for the entire sector demand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NBIS capacity sell-out signals strong sector demand; especially bullish for 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": "quote", "lang": "en", "tweet_text": "$NBIS sold out all of its capacity and had to say no to their customer.  This is super bullish for the entire sector demand especially for $IREN. 🚀", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS Arkady (CEO) said: $META deal was \"only\" 3B, because they literally didn't have more capacity.\n\nIf they had more, they would've sold more and the deal would be bigger.", "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367714948195715, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00805598302502053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111371666109512, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.005779264325874722, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333524563399509, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928109538125295, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955720212012043, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131406974809645, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.17464098540305073, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.016941880002167897, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309071425465, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.03419965447104589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955720212012043, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "quote:1988237435721908665", "ticker_idx": 1, "ts": "2025-11-11T13:28:38+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "super bullish for the entire sector demand especially for $IREN 🚀", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NBIS capacity sell-out signals strong sector demand; especially bullish for IREN.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS sold out all of its capacity and had to say no to their customer.  This is super bullish for the entire sector demand especially for $IREN. 🚀", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS Arkady (CEO) said: $META deal was \"only\" 3B, because they literally didn't have more capacity.\n\nIf they had more, they would've sold more and the deal would be bigger.", "parent_author": null, "ret_m1d": 0.04862316223239693, "ret_signed_m1d": 0.04862316223239693, "alpha_spy_m1d": 0.05090711089743394, "alpha_c_m1d": 0.05313351508717834, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.004510352854781408, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02927849902235924, "ret_signed_p1d": -0.02927849902235924, "alpha_spy_p1d": -0.029834889388723584, "alpha_c_p1d": -0.0379234629357631, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.008644963913403858, "ret_p1w": -0.14865811145364494, "ret_signed_p1w": -0.14865811145364494, "alpha_spy_p1w": -0.11510033880637205, "alpha_c_p1w": -0.1140781832349862, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.03457992821865874, "ret_p1m": -0.23457655365310437, "ret_signed_p1m": -0.23457655365310437, "alpha_spy_p1m": -0.2412677447456686, "alpha_c_p1m": -0.2473562011901742, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.012779647537069838, "ret_p3m": -0.2710003302126345, "ret_signed_p3m": -0.2710003302126345, "alpha_spy_p3m": -0.2851448996219046, "alpha_c_p3m": -0.29429755518023426, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.023297224967599783, "ret_p6m": 0.06273960277288193, "ret_signed_p6m": 0.06273960277288193, "alpha_spy_p6m": -0.017799862513900644, "alpha_c_p6m": 0.08005601684063157, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": -0.01731641406774964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23457655365310437, "alpha_spy_stated": -0.2412677447456686, "alpha_c_stated": -0.2473562011901742, "price_path": [-0.6675, -0.6568, -0.6392, -0.6736, -0.6556, -0.6586, -0.6265, -0.5971, -0.5993, -0.6104, -0.5985, -0.5385, -0.5385, -0.4927, -0.5084, -0.5446, -0.5443, -0.5436, -0.4739, -0.4139, -0.4275, -0.4082, -0.3527, -0.3648, -0.3395, -0.367, -0.3266, -0.2698, -0.272, -0.1785, -0.1933, -0.2705, -0.1995, -0.1821, -0.1795, -0.1806, -0.1206, 0.0064, 0.0749, 0.0472, 0.1128, 0.0417, 0.1178, 0.2123, 0.1847, 0.0776, 0.0582, 0.0321, -0.0381, -0.0967, -0.0265, 0.0962, 0.1326, 0.0878, 0.053, 0.0146, 0.0587, 0.1807, 0.1612, 0.3316, 0.167, 0.0871, 0.0486, 0.0, -0.0293, -0.1521, -0.1919, -0.1738, -0.1487, -0.2013, -0.2424, -0.2635, -0.1549, -0.1727, -0.1556, -0.1556, -0.1668, -0.1549, -0.2834, -0.2339, -0.1905, -0.2208, -0.1924, -0.1837, -0.2346, -0.2342, -0.3006, -0.3817, -0.3623, -0.4113, -0.3761, -0.3043, -0.2673, -0.2668, -0.2684, -0.2684, -0.2977, -0.3132, -0.3325, -0.3418, -0.3418, -0.2558, -0.1593, -0.1999, -0.2397, -0.2039, -0.1978, -0.1229, -0.0765, -0.0784, -0.0957, 0.0077, 0.0077, -0.0544, -0.068, -0.0892, -0.0122, -0.0875, 0.0455, 0.0969, 0.0429, -0.0634, -0.0749, -0.0521, -0.2168, -0.3066, -0.271, -0.1957, -0.2518, -0.2564, -0.3024, -0.2642, -0.2642, -0.286, -0.2666, -0.2456, -0.3032, -0.2618, -0.2079, -0.2327, -0.229, -0.2863, -0.2787, -0.3229, -0.236, -0.3007, -0.3604, -0.3231, -0.3357, -0.2684, -0.279, -0.2754, -0.2168, -0.2513, -0.2644, -0.274, -0.2804, -0.2652, -0.2834, -0.278, -0.3473, -0.3885, -0.4489, -0.4026, -0.4059, -0.394, -0.394, -0.3878, -0.3771, -0.3581, -0.3541, -0.3147, -0.2494, -0.1745, -0.1492, -0.1687, -0.1614, -0.1509, -0.2128, -0.1567, -0.0934, -0.1175, -0.1572, -0.2255, -0.253, -0.2069, -0.2043, -0.1377, -0.046, 0.0627]}
{"unit_id": "reply:2022449598900347264", "ticker_idx": 0, "ts": "2026-02-13T23:15:34+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's going to zero", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish HIMS; claims it will go to zero.", "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": "reply_other", "lang": "en", "tweet_text": "@himshouse It's going to zero", "reply_text": null, "parent_text": "🚨 BREAKING: CAPITAL GROUP SELLS 4 MILLION SHARES IN $HIMS\n\n- Still owns 14 million shares (6.50% ownership)\n- 4th largest owner\n- Shares across multiple *actively-managed* funds\n- One of the largest asset management firm in the world\n- More than $3 trillion AUM 🤯 https://t.co/8CDafh7MUb", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": 0.0018438093701811376, "ret_signed_m1d": -0.0018438093701811376, "alpha_spy_m1d": -0.003454693255438568, "alpha_c_m1d": -0.003454693255438568, "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": -0.026429028462048643, "ret_signed_p1d": 0.026429028462048643, "alpha_spy_p1d": 0.031466736012625396, "alpha_c_p1d": 0.031466736012625396, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.04978490453761397, "ret_signed_p1w": 0.04978490453761397, "alpha_spy_p1w": 0.05637490857493277, "alpha_c_p1w": 0.05637490857493277, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.4228641036997405, "ret_signed_p1m": -0.4228641036997405, "alpha_spy_p1m": -0.4542326235583076, "alpha_c_p1m": -0.4542326235583076, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.5396434254620601, "ret_signed_p3m": -0.5396434254620601, "alpha_spy_p3m": -0.4542092501565227, "alpha_c_p3m": -0.4542092501565227, "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": -0.4228641036997405, "alpha_spy_stated": -0.4542326235583076, "alpha_c_stated": -0.4542326235583076, "price_path": [1.0664, 1.1334, 1.3221, 1.2797, 1.3602, 1.3602, 1.4438, 1.3055, 1.2317, 1.2784, 1.4597, 1.4093, 1.4044, 1.4474, 1.3282, 1.3215, 1.287, 1.228, 1.2655, 1.1494, 1.1371, 1.1856, 1.1543, 1.1389, 1.1309, 1.1309, 1.1088, 1.0959, 1.0307, 0.9957, 0.9957, 1.0535, 1.1334, 1.1795, 1.1795, 1.0817, 0.9478, 0.9877, 0.9791, 0.925, 0.9195, 0.9287, 0.9287, 0.8728, 0.7757, 0.8758, 0.8205, 0.8611, 0.8242, 0.7621, 0.8359, 0.665, 0.6251, 0.5698, 0.4997, 0.4431, 0.4149, 0.1881, 0.0596, 0.0258, -0.0289, 0.0018, 0.0018, 0.0, -0.0264, -0.0277, -0.0393, -0.0467, -0.0498, -0.0277, -0.0412, -0.1076, 0.0129, -0.0277, 0.0111, -0.024, -0.0326, 0.362, 0.4425, 0.5907, 0.4653, 0.5224, 0.5292, 0.5353, 0.4229, 0.4849, 0.3534, 0.3805, 0.3116, 0.2809, 0.2821, 0.1911, 0.1543, 0.276, 0.2194, 0.1764, 0.1764, 0.2495, 0.1985, 0.1918, 0.2139, 0.1942, 0.2999, 0.3128, 0.4929, 0.6589, 0.7714, 0.906, 0.8291, 0.783, 0.7302, 0.8783, 0.8064, 0.7154, 0.6183, 0.6699, 0.6847, 0.6761, 0.6183, 0.6521, 0.5765, 0.7376, 0.791, 0.5384, 0.4837, 0.4899, 0.5396, 0.37, 0.3792, 0.4161, 0.4757, 0.4597, 0.4597, 0.4659, 0.5489, 0.5599, 0.6073, 0.7062, 0.6908, 0.6908, 0.7216, 0.6097, 0.6699, 0.7812, 0.7074, 0.7744, 0.6484, 0.8543, 0.9342, 0.96, 1.1801, 1.1801, 1.0615, 1.0258, 1.0098, 1.0104, 1.086, null, null, null, null, null, null, null, null, null, null, null, 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:2021397042850037961", "ticker_idx": 0, "ts": "2026-02-11T01:33:05+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i like $cohr as an optic monopoly-like", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long COHR on monopoly-like optics positioning; also likes AXTI.", "resolved_tickers": ["COHR"], "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": "@TheSpirit404 i like $cohr as an optic monopoly-like and $AXTI.", "reply_text": null, "parent_text": "@DeepValueBagger Photonic/optics names looking strong for 2026, im personally long on $LITE and watching closely $COHR and $AXTI", "quoted_text": null, "parent_author": "TheSpirit404", "ret_m1d": 0.020921778464404683, "ret_signed_m1d": 0.020921778464404683, "alpha_spy_m1d": 0.020690602890946153, "alpha_c_m1d": 0.023859436310822657, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.0029376578464179737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033930869753013515, "ret_signed_p1d": -0.033930869753013515, "alpha_spy_p1d": -0.018482010055127285, "alpha_c_p1d": -0.007631674575830694, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.02629919517718282, "ret_p1w": 0.0008940808532316158, "ret_signed_p1w": 0.0008940808532316158, "alpha_spy_p1w": 0.009088266206738305, "alpha_c_p1w": 0.015302705229522262, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.014408624376290646, "ret_p1m": 0.07859091438679577, "ret_signed_p1m": 0.07859091438679577, "alpha_spy_p1m": 0.11602087337552192, "alpha_c_p1m": 0.11447264289962278, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.035881728512827005, "ret_p3m": 0.6973937069041023, "ret_signed_p3m": 0.6973937069041023, "alpha_spy_p3m": 0.6260615441391182, "alpha_c_p3m": 0.4516697226363737, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.24572398426772857, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07859091438679577, "alpha_spy_stated": 0.11602087337552192, "alpha_c_stated": 0.11447264289962278, "price_path": [-0.3771, -0.3783, -0.3824, -0.361, -0.3938, -0.3763, -0.3213, -0.3346, -0.3115, -0.3115, -0.2657, -0.2691, -0.2629, -0.2357, -0.2072, -0.1873, -0.1691, -0.1384, -0.1173, -0.1126, -0.2027, -0.2022, -0.2168, -0.2381, -0.2145, -0.1693, -0.1462, -0.1423, -0.1445, -0.1445, -0.1429, -0.155, -0.1649, -0.1749, -0.1749, -0.1313, -0.1669, -0.1322, -0.1434, -0.2259, -0.204, -0.1722, -0.1505, -0.1769, -0.124, -0.146, -0.146, -0.1351, -0.0994, -0.0937, -0.1196, -0.1159, -0.0433, -0.0114, -0.035, -0.0515, -0.0056, 0.0245, -0.0567, -0.0646, 0.0178, 0.0839, 0.0209, 0.0, -0.0339, -0.0289, -0.0289, -0.0167, 0.0009, 0.0393, 0.1095, 0.1127, 0.1393, 0.1976, 0.1182, 0.1575, 0.3363, 0.2554, 0.2288, 0.1349, 0.0538, 0.128, 0.1652, 0.1239, 0.0786, 0.0853, 0.1059, 0.0988, 0.1499, 0.2319, 0.1338, 0.1402, 0.2174, 0.2161, 0.0876, 0.0885, -0.0181, 0.0649, 0.1078, 0.1541, 0.1541, 0.132, 0.1404, 0.2597, 0.2704, 0.3747, 0.3766, 0.4011, 0.3778, 0.4663, 0.5424, 0.5535, 0.5369, 0.5668, 0.5096, 0.5025, 0.4374, 0.3589, 0.3632, 0.4293, 0.473, 0.4748, 0.5009, 0.5408, 0.4269, 0.4988, 0.6974, 0.672, 0.8048, 0.8103, 0.7097, 0.622, 0.5809, 0.6027, 0.6898, 0.6879, 0.6879, 0.7048, 0.6996, 0.6851, 0.6159, 0.6223, 0.9084, 0.8661, 0.8861, 0.6853, 0.7968, 0.5912, 0.586, 0.6254, 0.7213, 0.8501, 0.7113, 0.6936, 0.7416, 0.7416, 0.9021, 0.7042, 0.7547, 0.8206, 0.7013, null, null, null, null, null, null, null, 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:2021397042850037961", "ticker_idx": 1, "ts": "2026-02-11T01:33:05+00:00", "symbol": "AXTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i like $cohr as an optic monopoly-like and $AXTI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long COHR on monopoly-like optics positioning; also likes AXTI.", "resolved_tickers": ["AXTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TheSpirit404 i like $cohr as an optic monopoly-like and $AXTI.", "reply_text": null, "parent_text": "@DeepValueBagger Photonic/optics names looking strong for 2026, im personally long on $LITE and watching closely $COHR and $AXTI", "quoted_text": null, "parent_author": "TheSpirit404", "ret_m1d": -0.09141787034839999, "ret_signed_m1d": -0.09141787034839999, "alpha_spy_m1d": -0.09164904592185852, "alpha_c_m1d": -0.06726051212678652, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": -0.024157358221613467, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07499993950573192, "ret_signed_p1d": -0.07499993950573192, "alpha_spy_p1d": -0.059551079807845686, "alpha_c_p1d": -0.054097259884606674, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.020902679621125242, "ret_p1w": -0.12164173187830152, "ret_signed_p1w": -0.12164173187830152, "alpha_spy_p1w": -0.11344754652479483, "alpha_c_p1w": -0.11626536128933607, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.005376370588965451, "ret_p1m": 0.7436567489754051, "ret_signed_p1m": 0.7436567489754051, "alpha_spy_p1m": 0.7810867079641313, "alpha_c_p1m": 0.8079076626523318, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.0642509136769267, "ret_p3m": 3.6944030276171276, "ret_signed_p3m": 3.6944030276171276, "alpha_spy_p3m": 3.6230708648521435, "alpha_c_p3m": 3.304967666088891, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.3894353615282362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7436567489754051, "alpha_spy_stated": 0.7810867079641313, "alpha_c_stated": 0.8079076626523318, "price_path": [-0.6104, -0.6175, -0.6306, -0.6228, -0.6474, -0.6668, -0.6515, -0.6556, -0.6101, -0.6101, -0.6007, -0.5974, -0.5612, -0.5716, -0.5485, -0.5679, -0.5257, -0.4418, -0.4213, -0.3888, -0.4474, -0.4466, -0.5149, -0.5388, -0.4772, -0.4534, -0.4321, -0.4537, -0.4399, -0.4399, -0.4265, -0.4556, -0.4104, -0.3899, -0.3899, -0.3746, -0.378, -0.2474, -0.1004, -0.0362, -0.1422, -0.1701, -0.1974, -0.1754, -0.0403, -0.1757, -0.1757, -0.2011, -0.2619, -0.3313, -0.3507, -0.3358, -0.3582, -0.372, -0.3888, -0.3082, -0.2187, -0.2634, -0.3004, -0.2377, -0.1022, 0.0362, -0.0914, 0.0, -0.075, -0.0955, -0.0955, -0.134, -0.1216, -0.1116, 0.1075, 0.0608, 0.309, 0.5287, 0.3851, 0.4142, 0.7284, 0.5582, 0.4601, 0.4478, 0.2078, 0.4388, 0.653, 0.7672, 0.7437, 0.8231, 0.8056, 0.6552, 0.8194, 1.1675, 1.0239, 1.4045, 1.5537, 1.5131, 1.1832, 1.2623, 0.9675, 1.1261, 0.759, 0.9716, 0.9716, 0.5668, 0.6963, 0.9843, 1.3552, 1.3948, 1.4795, 1.5112, 1.3481, 2.0515, 2.0806, 1.9388, 1.7974, 2.244, 1.8086, 1.8418, 1.6175, 1.5638, 1.6519, 1.956, 2.5821, 2.9552, 3.0131, 2.9116, 3.0455, 3.3418, 3.6944, 3.5858, 3.55, 3.2903, 3.6187, 2.9507, 3.2119, 2.9034, 3.5157, 4.2549, 4.2549, 3.9478, 3.581, 3.3172, 2.8493, 3.0877, 3.1362, 2.9813, 2.9549, 2.3224, 2.3873, 1.9239, 2.1825, 2.2963, 2.6261, 3.1321, 2.4716, 2.4369, 2.1556, 2.1556, 2.4493, 1.9071, 1.6172, 1.5769, 1.6175, null, null, null, null, null, null, null, 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:1986540857185738855", "ticker_idx": 0, "ts": "2025-11-06T21:07:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Targeting $3.4B AI Cloud ARR by end 2026 (OMG)", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish IREN reaction to earnings beat and $3.4B AI Cloud ARR target by end 2026.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$IREN Iris Energy Q1 FY26 Earnings Beat\n\n• Revenue: $240.3M (+355% YoY)\n• Net Income: $384.6M\n• Targeting $3.4B AI Cloud ARR by end 2026 (OMG)", "reply_text": null, "parent_text": null, "quoted_text": "$IREN Iris Energy Q1 FY26 Earnings Beat\n\n• Revenue: $240.3M (+355% YoY) 🟢\n• Net Income: $384.6M\n• Adj. EBITDA: $91.7M\n• EBITDA: $662.7M (includes unrealized gains)\n• Cash: $1.8B as of Oct 31 2025\n• Announced $9.7B multi-year Microsoft contract\n• Targeting $3.4B AI Cloud", "parent_author": null, "ret_m1d": 0.07342093520255544, "ret_signed_m1d": 0.07342093520255544, "alpha_spy_m1d": 0.07440453186628804, "alpha_c_m1d": 0.08043113083986908, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.007010195637313643, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035428067671187335, "ret_signed_p1d": -0.035428067671187335, "alpha_spy_p1d": -0.051032438017527326, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.2580837143609037, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006252370261817353, "ret_p1m": -0.2571337069714478, "ret_signed_p1m": -0.2571337069714478, "alpha_spy_p1m": -0.2760019966459849, "alpha_c_p1m": -0.27039627287057877, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.013262565899130996, "ret_p3m": -0.27957682178239796, "ret_signed_p3m": -0.27957682178239796, "alpha_spy_p3m": -0.3052824106824674, "alpha_c_p3m": -0.3055069739707641, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.02593015218836614, "ret_p6m": -0.20679707125674585, "ret_signed_p6m": -0.20679707125674585, "alpha_spy_p6m": -0.2829977466218777, "alpha_c_p6m": -0.1925178532441606, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": -0.014279218012585249, "ret_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": -0.27957682178239796, "alpha_spy_stated": -0.3052824106824674, "alpha_c_stated": -0.3055069739707641, "price_path": [-0.7142, -0.7158, -0.6941, -0.6844, -0.6681, -0.6997, -0.6832, -0.686, -0.6565, -0.6294, -0.6315, -0.6416, -0.6307, -0.5755, -0.5755, -0.5333, -0.5478, -0.5811, -0.5808, -0.5802, -0.516, -0.4609, -0.4734, -0.4556, -0.4046, -0.4157, -0.3924, -0.4178, -0.3806, -0.3283, -0.3304, -0.2443, -0.2579, -0.329, -0.2637, -0.2477, -0.2453, -0.2462, -0.1911, -0.0742, -0.0112, -0.0367, 0.0236, -0.0418, 0.0282, 0.1151, 0.0898, -0.0088, -0.0266, -0.0507, -0.1152, -0.1691, -0.1045, 0.0083, 0.0418, 0.0006, -0.0314, -0.0667, -0.0261, 0.0861, 0.0681, 0.2249, 0.0734, 0.0, -0.0354, -0.0802, -0.1071, -0.2201, -0.2567, -0.24, -0.2169, -0.2653, -0.3031, -0.3225, -0.2227, -0.239, -0.2233, -0.2233, -0.2336, -0.2227, -0.3408, -0.2953, -0.2554, -0.2833, -0.2571, -0.2491, -0.2959, -0.2956, -0.3567, -0.4312, -0.4134, -0.4585, -0.4261, -0.3601, -0.3261, -0.3256, -0.327, -0.327, -0.354, -0.3682, -0.386, -0.3945, -0.3945, -0.3155, -0.2267, -0.264, -0.3007, -0.2677, -0.2621, -0.1932, -0.1505, -0.1523, -0.1682, -0.0731, -0.0731, -0.1302, -0.1427, -0.1622, -0.0914, -0.1606, -0.0383, 0.009, -0.0407, -0.1385, -0.1491, -0.1281, -0.2796, -0.3621, -0.3294, -0.2602, -0.3118, -0.316, -0.3583, -0.3232, -0.3232, -0.3432, -0.3254, -0.306, -0.3591, -0.3209, -0.2714, -0.2942, -0.2908, -0.3435, -0.3365, -0.3772, -0.2972, -0.3568, -0.4117, -0.3774, -0.3889, -0.327, -0.3368, -0.3334, -0.2796, -0.3113, -0.3233, -0.3322, -0.3381, -0.3241, -0.3408, -0.3358, -0.3996, -0.4375, -0.4931, -0.4505, -0.4535, -0.4426, -0.4426, -0.4368, -0.4271, -0.4096, -0.4059, -0.3697, -0.3096, -0.2406, -0.2174, -0.2353, -0.2286, -0.219, -0.2759, -0.2243, -0.1661, -0.1882, -0.2248, -0.2876, -0.3129, -0.2704, -0.268, -0.2068]}
{"unit_id": "reply:2016185322250318055", "ticker_idx": 0, "ts": "2026-01-27T16:23:34+00:00", "symbol": "BAER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "quite asymmetric bet", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish BAER on monopoly-like aerial firefighting assets, upcoming profitability, and potential DoD defense rerating.", "resolved_tickers": ["BAER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Security & Protection Services'", "bench_c_industry": "Security & Protection Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@spacanpanman , I'm reading up about this company. Great founder story, expertise in aerial firefighting with some very exclusive, monopoly like purpose built aircraft assets. With the upcoming catalyst, we're expecting them to turn profit, and position themselves for DoD contracts, which could turn it into a defense company with very positive rerating. Its existing business is quite strong so it is quite asymmetric bet. Did i get that right?", "reply_text": null, "parent_text": "$BAER: I think Bridger Aerospace has the potential to 2x-4x this coming year and 4x-6x by 2027. \n\nYesterday, CEO Sam Davis hinted at upcoming work for the DoD, which is NOT priced into the stock. This is on top of 2x new Super Scoopers coming online in 2026 which will make a huge https://t.co/PXz1xZJATx", "quoted_text": null, "parent_author": "spacanpanman", "ret_m1d": -0.12844039105313498, "ret_signed_m1d": -0.12844039105313498, "alpha_spy_m1d": -0.12447203625645453, "alpha_c_m1d": -0.12432063477215849, "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": -0.012232404307749856, "ret_signed_p1d": -0.012232404307749856, "alpha_spy_p1d": -0.012131739727424984, "alpha_c_p1d": -0.006658638264481542, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.005573766043268313, "ret_p1w": -0.08562690306512966, "ret_signed_p1w": -0.08562690306512966, "alpha_spy_p1w": -0.07705744468115527, "alpha_c_p1w": -0.10913342519942193, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506522134292274, "ret_p1m": -0.229357799502952, "ret_signed_p1m": -0.229357799502952, "alpha_spy_p1m": -0.22599334396334747, "alpha_c_p1m": -0.29321332487015306, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385552536720107, "ret_p3m": -0.3486238144143936, "ret_signed_p3m": -0.3486238144143936, "alpha_spy_p3m": -0.37795540865902644, "alpha_c_p3m": -0.39645252042934365, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4801, -0.474, -0.5076, -0.4893, -0.4801, -0.5076, -0.5046, -0.4709, -0.4312, -0.4343, -0.422, -0.419, -0.419, -0.4159, -0.4312, -0.4557, -0.4434, -0.4648, -0.4404, -0.4495, -0.4495, -0.4465, -0.4862, -0.4924, -0.4373, -0.4495, -0.4434, -0.4281, -0.4587, -0.4557, -0.4709, -0.4832, -0.4893, -0.4924, -0.5046, -0.5046, -0.4893, -0.4801, -0.4801, -0.4801, -0.4801, -0.4801, -0.4251, -0.419, -0.4404, -0.4404, -0.4434, -0.4343, -0.422, -0.3456, -0.3517, -0.2538, -0.2661, -0.208, -0.1621, -0.0887, -0.1223, -0.1223, -0.1346, -0.1437, -0.1437, -0.1835, -0.1284, 0.0, -0.0122, -0.0459, -0.1193, -0.1315, -0.0856, -0.1254, -0.1713, -0.1162, -0.1315, -0.1254, -0.1437, -0.1804, -0.208, -0.208, -0.2171, -0.211, -0.1988, -0.2385, -0.263, -0.2294, -0.2294, -0.208, -0.2569, -0.2477, -0.2691, -0.2385, -0.2844, -0.3257, -0.3394, -0.3884, -0.3609, -0.3731, -0.3884, -0.3976, -0.3517, -0.3761, -0.3914, -0.4098, -0.4067, -0.3976, -0.4037, -0.4251, -0.4343, -0.474, -0.3945, -0.3914, -0.3823, -0.3823, -0.3517, -0.3609, -0.3425, -0.3333, -0.3242, -0.318, -0.3486, -0.3609, -0.37, -0.3242, -0.3456, -0.3547, -0.3486, -0.3578, -0.3486, -0.3547, -0.3517, -0.3823, -0.3792, -0.3731, -0.3884, -0.4006, -0.3884, -0.4709, -0.4832, -0.4495, -0.4587, -0.4679, -0.4709, -0.4893, -0.4832, -0.4893, -0.4037, -0.4067, -0.3976, -0.3976, -0.3976, -0.2691, -0.2294, -0.2844, -0.3211, -0.3272, -0.3761, -0.3731, -0.422, -0.4128, -0.4281, -0.4404, -0.4067, -0.419, -0.4312, -0.4373, -0.4128, -0.4281, -0.4281, -0.4557, -0.4709, -0.474, -0.4924, -0.4709, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021643524387844150", "ticker_idx": 0, "ts": "2026-02-11T17:52:31+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lets get back up there $hood", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HOOD; endorses Citizens' Outperform/$180 PT and calls for price recovery.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Lets get back up there $hood", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD | 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝: Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟖𝟎\n\nAnalyst points to expense discipline, broadening revenue mix, and a clear roadmap supporting a return to strong growth in 2026 despite a modest revenue miss. https://t.co/8fpcsJSGdd", "parent_author": null, "ret_m1d": 0.09785811381252096, "ret_signed_m1d": 0.09785811381252096, "alpha_spy_m1d": 0.09762693823906243, "alpha_c_m1d": 0.08249977519468898, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.01535833861783198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08785428199149803, "ret_signed_p1d": -0.08785428199149803, "alpha_spy_p1d": -0.0724054222936118, "alpha_c_p1d": -0.06794526777982024, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01990901421167779, "ret_p1w": -0.03539825693240617, "ret_signed_p1w": -0.03539825693240617, "alpha_spy_p1w": -0.02720407157889948, "alpha_c_p1w": -0.032554112045023675, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.0028441448873824937, "ret_p1m": -0.02372705457429014, "ret_signed_p1m": -0.02372705457429014, "alpha_spy_p1m": 0.013702904414436001, "alpha_c_p1m": 0.05041025406387345, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.07413730863816359, "ret_p3m": 0.036039470496348036, "ret_signed_p3m": 0.036039470496348036, "alpha_spy_p3m": -0.03529269226863607, "alpha_c_p3m": 0.060630263533008155, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": -0.02459079303666012, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02372705457429014, "alpha_spy_stated": 0.013702904414436001, "alpha_c_stated": 0.05041025406387345, "price_path": [0.5711, 0.4874, 0.4659, 0.5155, 0.3622, 0.3762, 0.4745, 0.4822, 0.6442, 0.6442, 0.6479, 0.5806, 0.6154, 0.714, 0.7581, 0.6923, 0.7498, 0.7405, 0.7399, 0.5824, 0.5326, 0.4783, 0.5314, 0.4852, 0.5026, 0.5564, 0.5694, 0.5421, 0.5447, 0.5447, 0.5151, 0.5061, 0.4807, 0.4506, 0.4506, 0.4776, 0.5806, 0.5609, 0.5002, 0.4799, 0.4784, 0.5072, 0.5421, 0.5348, 0.4153, 0.3946, 0.3946, 0.3567, 0.3585, 0.3627, 0.3722, 0.3723, 0.3497, 0.3262, 0.2984, 0.2759, 0.1531, 0.1167, 0.034, -0.0678, 0.0622, 0.1102, 0.0979, 0.0, -0.0879, -0.0257, -0.0257, -0.0324, -0.0354, -0.0298, -0.0239, -0.0794, -0.0587, -0.0056, 0.019, -0.0272, 0.0104, -0.0244, 0.0544, 0.0332, -0.0113, 0.0177, 0.0072, 0.0092, -0.0237, -0.0587, -0.0341, -0.008, -0.0394, -0.0489, -0.0908, -0.0703, -0.114, -0.0696, -0.0977, -0.1533, -0.1643, -0.1112, -0.1008, -0.1163, -0.1163, -0.105, -0.1067, -0.0787, -0.1007, -0.1126, -0.0808, 0.0144, 0.1199, 0.1139, 0.1639, 0.1706, 0.1085, 0.1342, 0.0714, 0.0864, 0.0767, 0.0526, -0.0868, -0.0652, -0.0553, -0.0182, -0.0121, 0.0139, -0.0217, -0.0121, 0.036, 0.0038, -0.0156, 0.035, -0.0106, -0.0105, -0.0489, -0.0283, -0.0263, -0.0555, -0.0555, -0.0498, -0.0223, 0.0881, 0.2094, 0.1637, 0.1307, 0.0626, 0.1329, 0.0577, 0.0907, 0.0744, 0.1076, 0.1829, 0.1952, 0.2584, 0.2403, 0.3492, 0.3871, 0.3871, 0.3558, 0.3242, 0.2465, 0.1988, 0.2657, null, null, null, null, null, null, null, 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:1988039159198408929", "ticker_idx": 0, "ts": "2025-11-11T00:20:46+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That is a big freakin' red flag. This is totally irresponsible to use convertible raise to do buy back. It's kryptonite.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CLSK: using convertible note proceeds to buy back shares is financially irresponsible and a major red flag.", "resolved_tickers": ["CLSK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "> The Company $CLSK intends to use up to $400 million of the net proceeds from the offering to repurchase shares of the Company's common stock\n\nThat is a big freakin' red flag. For one, who are they buying from? The own executive team? at what price. Shady!\n\nAnd if you buy back from the market, then you still have to pay a premium to the convertibles. This is like getting a new credit card to pay your old credit card debt. This is totally irresponsible to use convertible raise to do buy back. It's kryptonite.\n\n---\n\nThe mechanics is this: They are raising Convertible which will be converted into shares in the future, then use those proceeds to buy back either from market or investors or insiders (the way it's worded, it's from \"investors\" which includes insiders). $CLSK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07013169464767688, "ret_signed_m1d": -0.07013169464767688, "alpha_spy_m1d": -0.07241564331271388, "alpha_c_m1d": -0.07464204750245829, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.004510352854781408, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05090780695649222, "ret_signed_p1d": 0.05090780695649222, "alpha_spy_p1d": 0.051464197322856564, "alpha_c_p1d": 0.05955277086989608, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.008644963913403858, "ret_p1w": -0.23033105298002, "ret_signed_p1w": 0.23033105298002, "alpha_spy_p1w": 0.1967732803327471, "alpha_c_p1w": 0.19575112476136125, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.03457992821865874, "ret_p1m": 0.03453183724048947, "ret_signed_p1m": -0.03453183724048947, "alpha_spy_p1m": -0.027840646147925252, "alpha_c_p1m": -0.021752189703419633, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.012779647537069838, "ret_p3m": -0.28230688010321003, "ret_signed_p3m": 0.28230688010321003, "alpha_spy_p3m": 0.29645144951248015, "alpha_c_p3m": 0.3056041050708098, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.023297224967599783, "ret_p6m": 0.03239586480843326, "ret_signed_p6m": -0.03239586480843326, "alpha_spy_p6m": 0.04814360047834931, "alpha_c_p6m": -0.0497122788761829, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": -0.01731641406774964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03453183724048947, "alpha_spy_stated": -0.027840646147925252, "alpha_c_stated": -0.021752189703419633, "price_path": [-0.2916, -0.3058, -0.2994, -0.3336, -0.3243, -0.3357, -0.3008, -0.3272, -0.3108, -0.3179, -0.32, -0.3257, -0.3257, -0.3136, -0.3279, -0.3535, -0.3421, -0.3471, -0.3115, -0.2859, -0.2738, -0.2631, -0.2674, -0.2026, -0.1855, -0.0417, -0.0303, -0.0217, -0.0096, 0.0288, -0.026, -0.0773, 0.0587, 0.0324, 0.0388, 0.078, 0.1349, 0.241, 0.2787, 0.3514, 0.4304, 0.3727, 0.4268, 0.565, 0.6518, 0.4233, 0.3902, 0.4525, 0.3364, 0.2004, 0.2581, 0.3788, 0.4382, 0.3635, 0.345, 0.2595, 0.2674, 0.2403, 0.1549, 0.1805, 0.0965, 0.1086, 0.0701, 0.0, -0.0509, -0.147, -0.2197, -0.2446, -0.2303, -0.2723, -0.3037, -0.3072, -0.1826, -0.1584, -0.0424, -0.0424, 0.0751, 0.0025, -0.0239, 0.0317, 0.0701, -0.0235, -0.011, 0.0573, 0.0345, 0.0552, -0.0011, -0.1517, -0.1556, -0.1826, -0.2026, -0.1435, -0.1385, -0.1805, -0.1883, -0.1883, -0.2232, -0.2367, -0.2581, -0.2795, -0.2795, -0.1776, -0.1242, -0.1463, -0.1506, -0.1463, -0.1734, -0.1485, -0.1064, -0.0502, -0.0936, -0.0481, -0.0481, -0.0915, -0.0879, -0.0609, -0.0239, -0.1143, -0.0552, -0.0424, -0.1036, -0.157, -0.214, -0.1912, -0.2723, -0.4115, -0.2823, -0.2745, -0.2859, -0.3151, -0.3371, -0.2987, -0.2987, -0.3393, -0.34, -0.3008, -0.3129, -0.3008, -0.2631, -0.256, -0.2567, -0.2916, -0.2488, -0.2958, -0.241, -0.2916, -0.3443, -0.3158, -0.3143, -0.3015, -0.32, -0.3051, -0.2866, -0.2802, -0.2965, -0.3001, -0.3307, -0.2894, -0.3179, -0.2909, -0.3378, -0.3834, -0.4176, -0.3941, -0.3863, -0.3742, -0.3742, -0.3521, -0.3549, -0.2965, -0.2738, -0.2866, -0.2339, -0.1976, -0.1983, -0.1869, -0.1477, -0.142, -0.1805, -0.1307, -0.1292, -0.0915, -0.1278, -0.1606, -0.1905, -0.1079, -0.1335, -0.0872, -0.0452, 0.0324]}
{"unit_id": "thread:2018811105594773757", "ticker_idx": 0, "ts": "2026-02-03T22:17:29+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still hold 9000 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding 9,000 HOOD shares despite trimming 2,000 in January; cautious on near-term cyclical headwinds ahead of Feb 10 earnings.", "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": "self_thread", "lang": "en", "tweet_text": "Here's the chart Vlad/ $hood doesn't want to show you.\n\nTypically Robinhood publishes monthly metrics and they stopped in December only giving you the bottom of the report in a press release. I reproduced the chart with December data. They did not publish January monthly data either.  When I came back from my vacations, I was really busy hosting family and completely missed this signal. I managed to trim 2000 shares mid January at $110 and selling calls. \n\nIndeed their business is cyclical, tied to the sentiment of the market ups and downs. As seen, Oct 2025 the market peaked where equity notional volume peaked, and Nov bear market crushed a lot people.  And it got worst in December. My guess is that January volume faired better like for all of our portfolios. Earnings is on Feb 10th (7 days from now) so we'll find out one way or another the real numbers.  We haven't seen the revenue from events contracts yet so that could help soften the revenue.\n\nThe lack of transparency from Dec report is frustrating. It's not a surprise when data looks bad, management will stop publishing them. I'll publish a separate analysis for this year prediction of the company. I still hold 9000 shares.\n\n---\n\nfyi @amitisinvesting", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08000492096876832, "ret_signed_m1d": 0.08000492096876832, "alpha_spy_m1d": 0.07513749011972082, "alpha_c_m1d": 0.08797385954294479, "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": -0.09848675478670676, "ret_signed_p1d": -0.09848675478670676, "alpha_spy_p1d": -0.08599747072638253, "alpha_c_p1d": -0.08607017086612878, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012416583920577984, "ret_p1w": -0.03287027332669323, "ret_signed_p1w": -0.03287027332669323, "alpha_spy_p1w": -0.041279027709531624, "alpha_c_p1w": -0.010260963812348867, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.022609309514344367, "ret_p1m": -0.000744296526221877, "ret_signed_p1m": -0.000744296526221877, "alpha_spy_p1m": 0.00636750165294242, "alpha_c_p1m": 0.04984874781082593, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": -0.05059304433704781, "ret_p3m": -0.05048374542503686, "ret_signed_p3m": -0.05048374542503686, "alpha_spy_p3m": -0.09971335576498985, "alpha_c_p3m": -0.011290657947119809, "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": -0.000744296526221877, "alpha_spy_stated": 0.00636750165294242, "alpha_c_stated": 0.04984874781082593, "price_path": [0.617, 0.6854, 0.6364, 0.6495, 0.5074, 0.5195, 0.4385, 0.4178, 0.4656, 0.3174, 0.3309, 0.4261, 0.4335, 0.5902, 0.5902, 0.5938, 0.5287, 0.5623, 0.6577, 0.7003, 0.6367, 0.6923, 0.6833, 0.6827, 0.5304, 0.4823, 0.4297, 0.481, 0.4364, 0.4532, 0.5052, 0.5179, 0.4914, 0.4939, 0.4939, 0.4653, 0.4566, 0.432, 0.4029, 0.4029, 0.429, 0.5287, 0.5096, 0.4509, 0.4313, 0.4298, 0.4577, 0.4914, 0.4844, 0.3688, 0.3488, 0.3488, 0.3121, 0.3138, 0.3179, 0.3271, 0.3272, 0.3054, 0.2826, 0.2558, 0.2339, 0.1152, 0.08, 0.0, -0.0985, 0.0273, 0.0737, 0.0618, -0.0329, -0.1178, -0.0577, -0.0577, -0.0643, -0.0671, -0.0616, -0.0559, -0.1097, -0.0897, -0.0383, -0.0145, -0.0592, -0.0228, -0.0564, 0.0197, -0.0007, -0.0438, -0.0158, -0.0259, -0.0239, -0.0558, -0.0897, -0.0659, -0.0406, -0.071, -0.0801, -0.1207, -0.1008, -0.1431, -0.1002, -0.1274, -0.1811, -0.1918, -0.1404, -0.1304, -0.1454, -0.1454, -0.1345, -0.1361, -0.109, -0.1302, -0.1418, -0.111, -0.019, 0.0831, 0.0773, 0.1257, 0.1322, 0.0721, 0.0969, 0.0362, 0.0507, 0.0413, 0.018, -0.1168, -0.0959, -0.0863, -0.0505, -0.0445, -0.0195, -0.0538, -0.0445, 0.002, -0.0291, -0.048, 0.001, -0.0432, -0.043, -0.0801, -0.0603, -0.0583, -0.0866, -0.0866, -0.081, -0.0545, 0.0523, 0.1697, 0.1254, 0.0935, 0.0277, 0.0956, 0.0229, 0.0548, 0.0391, 0.0712, 0.144, 0.1559, 0.2171, 0.1996, 0.3049, 0.3415, 0.3415, 0.3112, 0.2807, 0.2055, 0.1594, 0.2241, null, null, 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:1992669150364442724", "ticker_idx": 0, "ts": "2025-11-23T18:58:42+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would not be some surprise if $tsla is poised to become one of the largest ai chip maker in the future", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish TSLA as a future top-tier AI chip maker, leveraging its edge AI chips in datacenters.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I would not be some surprise if $tsla is poised to become one of the largest ai chip maker in the future. The same edge ai chip can likely be used in datacenter as well.", "reply_text": null, "parent_text": null, "quoted_text": "Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years.\n\nThat team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.\n\nThe", "parent_author": null, "ret_m1d": -0.06388530451288055, "ret_signed_m1d": -0.06388530451288055, "alpha_spy_m1d": -0.04938019267547655, "alpha_c_m1d": -0.050713066043148736, "bench_spy_m1d": -0.014505111837403994, "bench_c_m1d": -0.013172238469731812, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038776272725380423, "ret_signed_p1d": 0.0038776272725380423, "alpha_spy_p1d": -0.005528208766755416, "alpha_c_p1d": -0.01752192818700138, "bench_spy_p1d": 0.009405836039293458, "bench_c_p1d": 0.02139955545953942, "ret_p1w": 0.029584987087115433, "ret_signed_p1w": 0.029584987087115433, "alpha_spy_p1w": 0.01232837740474002, "alpha_c_p1w": -0.0058183049413582655, "bench_spy_p1w": 0.017256609682375412, "bench_c_p1w": 0.0354032920284737, "ret_p1m": 0.16223849628355103, "ret_signed_p1m": 0.16223849628355103, "alpha_spy_p1m": 0.13044263296302616, "alpha_c_p1m": 0.09084452982399971, "bench_spy_p1m": 0.031795863320524864, "bench_c_p1m": 0.07139396645955132, "ret_p3m": -0.014529195610020973, "ret_signed_p3m": -0.014529195610020973, "alpha_spy_p3m": -0.04110578068453241, "alpha_c_p3m": -0.03391879351371607, "bench_spy_p3m": 0.02657658507451144, "bench_c_p3m": 0.0193895979036951, "ret_p6m": -0.032720602871550875, "ret_signed_p6m": -0.032720602871550875, "alpha_spy_p6m": -0.13616722225811195, "alpha_c_p6m": -0.043525375877540795, "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": [-0.1632, -0.1719, -0.2008, -0.2008, -0.2116, -0.2003, -0.1897, -0.1602, -0.1709, -0.1695, -0.1675, -0.1172, -0.0523, -0.0185, 0.0092, 0.0193, -0.0022, 0.0198, 0.0393, 0.0193, 0.0599, 0.0134, 0.0541, 0.0609, 0.0645, 0.0998, 0.0436, 0.0288, 0.0849, 0.0366, 0.0501, 0.0425, -0.0103, 0.0434, 0.0274, 0.0416, 0.0263, 0.0515, 0.071, 0.0594, 0.0507, 0.0747, 0.0382, 0.0829, 0.1024, 0.1047, 0.0534, 0.0928, 0.1211, 0.0634, 0.106, 0.0673, 0.0281, 0.0657, 0.0523, 0.0307, -0.0378, -0.0321, -0.0212, -0.0396, -0.033, -0.054, -0.0639, 0.0, 0.0039, 0.0211, 0.0211, 0.0297, 0.0296, 0.0274, 0.0693, 0.088, 0.0891, 0.0522, 0.0656, 0.0806, 0.0697, 0.0986, 0.1377, 0.1726, 0.1184, 0.157, 0.1518, 0.1698, 0.1622, 0.1619, 0.1619, 0.1374, 0.1002, 0.0877, 0.0765, 0.0765, 0.0486, 0.0811, 0.0363, 0.0326, 0.0431, 0.0652, 0.0746, 0.0704, 0.0513, 0.0498, 0.0472, 0.0472, 0.0035, 0.0327, 0.0756, 0.0749, 0.0417, 0.0314, 0.0327, -0.0029, 0.0302, 0.0096, 0.01, -0.0282, -0.0492, -0.016, -0.0011, 0.0178, 0.0251, -0.0017, -0.0008, -0.0008, -0.0171, -0.0155, -0.0145, -0.0143, -0.043, -0.0201, -0.0009, -0.022, -0.0366, -0.0346, -0.0607, -0.0283, -0.0293, -0.0504, -0.0457, -0.0444, -0.0238, -0.0545, -0.0636, -0.0532, -0.0443, -0.0598, -0.0897, -0.1192, -0.0884, -0.0832, -0.0762, -0.1093, -0.1339, -0.1496, -0.1102, -0.0874, -0.1369, -0.1369, -0.1555, -0.1703, -0.1784, -0.1727, -0.1648, -0.1564, -0.1282, -0.0618, -0.0691, -0.0411, -0.0605, -0.0751, -0.0725, -0.1055, -0.0993, -0.0936, -0.1, -0.1077, -0.0865, -0.0645, -0.0605, -0.068, -0.0456, -0.0143, 0.0253, 0.0652, 0.0375, 0.0658, 0.0611, 0.0107, -0.0186, -0.0327]}
{"unit_id": "quote:1988221154335904115", "ticker_idx": 0, "ts": "2025-11-11T12:23:57+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 Earning Release (AMAZING!) - $7-$9B ARR by end of 2026!", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NBIS on blowout earnings: $7-9B ARR guidance, sold-out capacity, 19% EBITDA margin, META as new hyperscaler customer.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS Earning Release (AMAZING!)\n\n- $7-$9B ARR by end of 2026! \n- 800MW to 1GW connected power \n- 19% EBITDA margin \n- won META as a new hyperscaler customer", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS\nHOLY MOTHER OF GOD\n\n$7-$9B ARR by end of 2026!\n\nBAM! I told you my $5B ARR is super conservative!!\n\n- 800MW to 1GW connected power\n- completely sold out (!!) told you aswell.\n- 19% EBITDA margin\n- won META as a new hyperscaler customer https://t.co/vplkf9Bcx4", "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367714948195715, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00805598302502053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111371666109512, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.005779264325874722, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333524563399509, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928109538125295, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955720212012043, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131406974809645, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.17464098540305073, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.016941880002167897, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309071425465, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.03419965447104589, "ret_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": -0.15769910540088283, "alpha_spy_stated": -0.17184367481015295, "alpha_c_stated": -0.17464098540305073, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "reply:2023968948429963533", "ticker_idx": 0, "ts": "2026-02-18T03:52:55+00:00", "symbol": "NYT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NYT actually making a lot money. I saw recent stats on gated subscription is working. Probably better over time as a brand vs ai", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NYT: gated subscriptions working, brand durable vs AI threat, earnings improving.", "resolved_tickers": ["NYT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Publishing", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AdityaInvests90 NYT actually making a lot money. I saw recent stats on gated subscription is working. Probably better over time as a brand vs ai", "reply_text": null, "parent_text": "Warren Buffet just sold $AMZN for $NYT New York Times newspaper company 😭\n\nI have no idea why they would do this seems like a waste of money, who knows though it might outperform Amazon which is only up 20% in the past 5 years https://t.co/ngkgHbRZTz", "quoted_text": null, "parent_author": "AdityaInvests90", "ret_m1d": -0.019470141715994038, "ret_signed_m1d": -0.019470141715994038, "alpha_spy_m1d": -0.014457685454174363, "alpha_c_m1d": -0.014457685454174363, "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": -0.00013243822521835646, "ret_signed_p1d": -0.00013243822521835646, "alpha_spy_p1d": 0.0025049060983312055, "alpha_c_p1d": 0.0025049060983312055, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": 0.024900716929556976, "ret_signed_p1w": 0.024900716929556976, "alpha_spy_p1w": 0.014904861864225127, "alpha_c_p1w": 0.014904861864225127, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.07655628594172792, "ret_signed_p1m": 0.07655628594172792, "alpha_spy_p1m": 0.11515514066659582, "alpha_c_p1m": 0.11515514066659582, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": 0.01842674737393346, "ret_signed_p3m": 0.01842674737393346, "alpha_spy_p3m": -0.060806951123733466, "alpha_c_p3m": -0.060806951123733466, "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": 0.07655628594172792, "alpha_spy_stated": 0.11515514066659582, "alpha_c_stated": 0.11515514066659582, "price_path": [-0.1532, -0.1565, -0.1462, -0.1405, -0.1405, -0.1479, -0.1442, -0.153, -0.1519, -0.154, -0.1446, -0.1378, -0.1353, -0.1056, -0.105, -0.102, -0.1079, -0.1109, -0.0818, -0.0669, -0.0648, -0.0684, -0.0658, -0.0619, -0.0619, -0.0731, -0.0814, -0.0785, -0.0829, -0.0829, -0.0776, -0.0738, -0.0809, -0.0563, -0.051, -0.0587, -0.0658, -0.0555, -0.0497, -0.0521, -0.0531, -0.0531, -0.069, -0.0611, -0.0562, -0.0429, -0.0351, -0.0355, -0.0388, -0.0293, -0.029, -0.0238, -0.0436, -0.1042, -0.0846, -0.0979, -0.0906, -0.0633, -0.0546, -0.0424, -0.0339, -0.0339, -0.0195, 0.0, -0.0001, 0.033, -0.0028, 0.0045, 0.0249, 0.0442, 0.0568, 0.0652, 0.0783, 0.0744, 0.0854, 0.0654, 0.0703, 0.0441, 0.0362, 0.0339, 0.0505, 0.0563, 0.0626, 0.0649, 0.0766, 0.0725, 0.0952, 0.1147, 0.1281, 0.0988, 0.0966, 0.1026, 0.109, 0.1341, 0.1381, 0.1381, 0.1308, 0.1404, 0.1251, 0.0955, 0.0494, 0.0538, 0.0721, 0.0771, 0.0346, 0.0556, 0.067, 0.084, 0.0685, 0.0682, 0.0743, 0.0573, 0.0422, 0.0496, 0.0496, 0.0455, 0.039, 0.0261, 0.1114, 0.0649, 0.0547, 0.0271, 0.0357, 0.0227, 0.0028, -0.0108, 0.0184, -0.0004, -0.0128, -0.0137, -0.0044, -0.0044, -0.004, -0.0065, -0.0039, -0.0011, 0.0122, -0.0007, -0.0016, -0.0006, 0.0211, -0.0169, -0.0226, -0.0304, -0.0145, -0.0254, -0.0198, -0.0194, -0.0111, -0.0297, -0.0297, -0.0427, -0.0327, -0.0541, -0.0893, -0.0586, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2000957004278587687", "ticker_idx": 0, "ts": "2025-12-16T15:51:40+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 near the 200MA. $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy IREN near the 200-day moving average.", "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": "Note to self: Buy near the 200MA. $IREN 😅 https://t.co/85Bd2gG7W5", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03033617397438182, "ret_signed_m1d": -0.03033617397438182, "alpha_spy_m1d": -0.033075944955164194, "alpha_c_m1d": -0.03674182758714506, "bench_spy_m1d": 0.0027397709807823745, "bench_c_m1d": 0.00640565361276324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": "reply:2044450153134703066", "ticker_idx": 0, "ts": "2026-04-15T16:17:55+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$COHR and $VRT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names COHR and VRT as hardware portfolio picks in response to a portfolio question.", "resolved_tickers": ["COHR"], "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": "und", "tweet_text": "@cyberprince_rwo $COHR and $VRT", "reply_text": null, "parent_text": "So what’s the hardware portfolio looking like \n\n$TSLA\n$TSLL\n$XPEV\n$RKLB", "quoted_text": null, "parent_author": "cyberprince_rwo", "ret_m1d": 0.016937057151044543, "ret_signed_m1d": 0.016937057151044543, "alpha_spy_m1d": 0.02476624648597392, "alpha_c_m1d": 0.03263901063298713, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.015701953481942588, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06424395525224136, "ret_signed_p1d": 0.06424395525224136, "alpha_spy_p1d": 0.061786607605303745, "alpha_c_p1d": 0.05280014314185277, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.011443812110388585, "ret_p1w": 0.13715115944017975, "ret_signed_p1w": 0.13715115944017975, "alpha_spy_p1w": 0.12104970983412211, "alpha_c_p1w": 0.08532152981807917, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.05182962962210058, "ret_p1m": 0.3138870421893123, "ret_signed_p1m": 0.3138870421893123, "alpha_spy_p1m": 0.2449811187907518, "alpha_c_p1m": 0.11960894824450663, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.19427809394480566, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3138870421893123, "alpha_spy_stated": 0.2449811187907518, "alpha_c_stated": 0.11960894824450663, "price_path": [-0.3801, -0.3801, -0.3723, -0.3463, -0.3422, -0.361, -0.3583, -0.3056, -0.2825, -0.2996, -0.3116, -0.2783, -0.2564, -0.3154, -0.3211, -0.2613, -0.2133, -0.259, -0.2742, -0.2988, -0.2952, -0.2952, -0.2863, -0.2736, -0.2457, -0.1947, -0.1924, -0.1731, -0.1308, -0.1884, -0.1599, -0.0301, -0.0889, -0.1082, -0.1763, -0.2352, -0.1813, -0.1543, -0.1843, -0.2172, -0.2123, -0.1974, -0.2025, -0.1654, -0.1059, -0.1771, -0.1725, -0.1164, -0.1173, -0.2106, -0.21, -0.2873, -0.2271, -0.196, -0.1624, -0.1624, -0.1784, -0.1723, -0.0857, -0.078, -0.0023, -0.0009, 0.0169, 0.0, 0.0642, 0.1195, 0.1275, 0.1155, 0.1372, 0.0957, 0.0905, 0.0433, -0.0137, -0.0106, 0.0373, 0.0691, 0.0704, 0.0893, 0.1183, 0.0357, 0.0878, 0.232, 0.2135, 0.3099, 0.3139, 0.2409, 0.1773, 0.1474, 0.1632, 0.2265, 0.2251, 0.2251, 0.2373, 0.2335, 0.2231, 0.1728, 0.1775, 0.3851, 0.3544, 0.3689, 0.2232, 0.3041, 0.1549, 0.1511, 0.1797, 0.2493, 0.3428, 0.2421, 0.2292, 0.264, 0.264, 0.3805, 0.2369, 0.2735, 0.3214, 0.2348, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044450153134703066", "ticker_idx": 1, "ts": "2026-04-15T16:17:55+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$COHR and $VRT", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Names COHR and VRT as hardware portfolio picks in response to a portfolio question.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@cyberprince_rwo $COHR and $VRT", "reply_text": null, "parent_text": "So what’s the hardware portfolio looking like \n\n$TSLA\n$TSLL\n$XPEV\n$RKLB", "quoted_text": null, "parent_author": "cyberprince_rwo", "ret_m1d": 0.03104661314742474, "ret_signed_m1d": 0.03104661314742474, "alpha_spy_m1d": 0.038875802482354116, "alpha_c_m1d": 0.01836981689860906, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": 0.01267679624881568, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0233430613403649, "ret_signed_p1d": -0.0233430613403649, "alpha_spy_p1d": -0.025800408987302514, "alpha_c_p1d": -0.018377517402463073, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": -0.0049655439379018285, "ret_p1w": 0.013215616137180586, "ret_signed_p1w": 0.013215616137180586, "alpha_spy_p1w": -0.0028858334688770526, "alpha_c_p1w": 0.01403351143246423, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": -0.0008178952952836438, "ret_p1m": 0.2492694872819332, "ret_signed_p1m": 0.2492694872819332, "alpha_spy_p1m": 0.1803635638833727, "alpha_c_p1m": 0.22981630385705087, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.019453183424882337, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2492694872819332, "alpha_spy_stated": 0.1803635638833727, "alpha_c_stated": 0.22981630385705087, "price_path": [-0.4126, -0.4126, -0.4185, -0.3976, -0.3987, -0.3942, -0.3984, -0.3719, -0.3568, -0.3523, -0.3819, -0.3692, -0.3688, -0.394, -0.4099, -0.3507, -0.3294, -0.3373, -0.175, -0.2149, -0.2214, -0.2214, -0.1916, -0.1926, -0.1931, -0.1908, -0.1853, -0.1596, -0.1296, -0.1394, -0.1538, -0.1443, -0.1885, -0.1658, -0.1709, -0.1974, -0.1224, -0.1035, -0.1095, -0.119, -0.1406, -0.1211, -0.1087, -0.121, -0.1062, -0.1504, -0.15, -0.1005, -0.083, -0.1619, -0.1663, -0.2223, -0.168, -0.1388, -0.1324, -0.1324, -0.1409, -0.129, -0.0668, -0.0449, -0.0201, -0.004, 0.031, 0.0, -0.0233, 0.0205, 0.044, 0.0375, 0.0132, 0.0684, 0.074, 0.0706, 0.0129, 0.0167, 0.0907, 0.0902, 0.099, 0.1324, 0.1918, 0.129, 0.1289, 0.2217, 0.2191, 0.2285, 0.2493, 0.2317, 0.1281, 0.0713, 0.0482, 0.0738, 0.0873, 0.0873, 0.0755, 0.0618, 0.0432, 0.0483, 0.0738, 0.1107, 0.1005, 0.0756, -0.0022, -0.002, -0.0387, -0.067, -0.0109, 0.0057, 0.036, -0.005, 0.0547, 0.1061, 0.1061, 0.1889, 0.0572, 0.0509, 0.0813, 0.0095, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046990344567304266", "ticker_idx": 0, "ts": "2026-04-22T16:31:44+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "favor $MU for now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Favors Micron over Korean memory plays as a more accessible long.", "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": "@SarAEsQMd It feels risky to me.. i owned $EWY for a while and favor $MU for now.", "reply_text": null, "parent_text": "@DeepValueBagger I am trying to buy sk Hynix but I don’t think it is possible unless you have a brokerage account in Korea. $koru components are heavily composed of Samsung and Sk Hynix. What do you think ?", "quoted_text": null, "parent_author": "SarAEsQMd", "ret_m1d": -0.07815706335615102, "ret_signed_m1d": -0.07815706335615102, "alpha_spy_m1d": -0.06813187347268079, "alpha_c_m1d": -0.052634375494925556, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011815889135578406, "ret_signed_p1d": -0.011815889135578406, "alpha_spy_p1d": -0.007935148267180003, "alpha_c_p1d": -0.02234379147522958, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0635513462872983, "ret_signed_p1w": 0.0635513462872983, "alpha_spy_p1w": 0.06303114942470667, "alpha_c_p1w": 0.0158404207149776, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5633461032462956, "ret_signed_p1m": 0.5633461032462956, "alpha_spy_p1m": 0.5190414372112186, "alpha_c_p1m": 0.3723975033793536, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5633461032462956, "alpha_spy_stated": 0.5190414372112186, "alpha_c_stated": 0.3723975033793536, "price_path": [-0.1805, -0.2022, -0.1588, -0.1075, -0.1064, -0.1493, -0.1023, -0.1399, -0.222, -0.2149, -0.1907, -0.2136, -0.2346, -0.1586, -0.1512, -0.1559, -0.1559, -0.1802, -0.1368, -0.1442, -0.122, -0.1368, -0.1429, -0.1203, -0.1479, -0.1544, -0.1538, -0.2215, -0.1782, -0.1858, -0.2407, -0.2017, -0.1734, -0.1415, -0.1688, -0.1262, -0.0941, -0.0533, -0.0532, -0.089, -0.1328, -0.1709, -0.189, -0.2165, -0.2711, -0.2675, -0.3399, -0.307, -0.2454, -0.2487, -0.2487, -0.2251, -0.2254, -0.1656, -0.1353, -0.1372, -0.125, -0.0448, -0.0641, -0.0621, -0.0665, -0.0801, -0.0782, 0.0, -0.0118, 0.019, 0.0761, 0.0345, 0.0636, 0.0609, 0.1123, 0.1825, 0.3133, 0.3674, 0.3265, 0.532, 0.6315, 0.5725, 0.6485, 0.5919, 0.4865, 0.3981, 0.4334, 0.5016, 0.5633, 0.5406, 0.5406, 0.8378, 0.9045, 0.8945, 0.9919, 1.1242, 1.1829, 1.2146, 1.0432, 0.7724, 0.9473, 0.9199, 0.8296, 1.0429, 1.0136, 1.2319, 1.094, 1.14, 1.3262, 1.3262, 1.485, 1.1576, 1.1509, 1.4895, 1.3228, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995492184393646306", "ticker_idx": 0, "ts": "2025-12-01T13:56:25+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 joins Dan Ives 30 winner list into 2026. 🚀", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Author endorses IREN's addition to Dan Ives AI 30 winner list into 2026 as a bullish signal.", "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 joins Dan Ives 30 winner list into 2026. 🚀", "reply_text": null, "parent_text": null, "quoted_text": "We are also making quarterly adjustments to the IVES AI 30 winner list into 2026; removing SoundHound (SOUN), ServiceNow (NOW) and Salesforce (CRM) while adding CoreWeave (CRWV), Iren Limited (IREN), and Shopify (SHOP) 🍿🐂🔥🏆👇 https://t.co/xD1vqSZNT9", "parent_author": null, "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018609925227371815, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": 0.008319179667780396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15199015243290592, "ret_signed_p1d": -0.15199015243290592, "alpha_spy_p1d": -0.15384242930410585, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.0492782929695148, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.2230384025060107, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391512716249163, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317810047311806, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": -0.011180282474677616, "ret_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": -0.08764693447901695, "alpha_spy_stated": -0.10391512716249163, "alpha_c_stated": -0.08374238439037174, "price_path": [-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, 0.087, 0.1974, 0.172, 0.172, 0.2328]}
{"unit_id": "orig:1986895915563520412", "ticker_idx": 0, "ts": "2025-11-07T20:37:55+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added 2000 shares of $hood\nTotal 12,000 shares.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to HOOD position, now holding 12,000 shares total.", "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": "Added 2000 shares of $hood\nTotal 12,000 shares. https://t.co/E0uBCt0BiI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025161082877721452, "ret_signed_m1d": -0.025161082877721452, "alpha_spy_m1d": -0.024177486213988852, "alpha_c_m1d": -0.01815088724040781, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.007010195637313643, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04234430996176752, "ret_signed_p1d": 0.04234430996176752, "alpha_spy_p1d": 0.026739939615427533, "alpha_c_p1d": 0.038744438248530466, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.06029457328590582, "ret_signed_p1w": -0.06029457328590582, "alpha_spy_p1w": -0.06172548447118109, "alpha_c_p1w": -0.054042203024088464, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006252370261817353, "ret_p1m": 0.04656330191016966, "ret_signed_p1m": 0.04656330191016966, "alpha_spy_p1m": 0.027695012235632532, "alpha_c_p1m": 0.03330073601103867, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.013262565899130996, "ret_p3m": -0.38155874218229946, "ret_signed_p3m": -0.38155874218229946, "alpha_spy_p3m": -0.4072643310823689, "alpha_c_p3m": -0.4074888943706656, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.02593015218836614, "ret_p6m": -0.41277997320230786, "ret_signed_p6m": -0.41277997320230786, "alpha_spy_p6m": -0.4889806485674397, "alpha_c_p6m": -0.3985007551897226, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": -0.014279218012585249, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04656330191016966, "alpha_spy_stated": 0.027695012235632532, "alpha_c_stated": 0.03330073601103867, "price_path": [-0.1248, -0.1668, -0.1507, -0.1242, -0.1177, -0.1754, -0.1919, -0.1846, -0.1614, -0.172, -0.1654, -0.2105, -0.2046, -0.202, -0.202, -0.2264, -0.2266, -0.2106, -0.2233, -0.1003, -0.091, -0.099, -0.0967, -0.1176, -0.1191, -0.0996, -0.0899, -0.0725, -0.0428, -0.042, -0.0319, -0.0273, -0.0591, -0.0658, 0.0488, 0.0983, 0.0674, 0.1177, 0.1405, 0.1066, 0.1123, 0.1573, 0.1695, 0.066, 0.0792, 0.0352, 0.0291, 0.0083, -0.0035, 0.0417, 0.0114, -0.0241, 0.0305, 0.0723, 0.1189, 0.1219, 0.1108, 0.0591, 0.126, 0.1283, 0.0494, 0.093, -0.0252, 0.0, 0.0423, 0.012, 0.0201, -0.0677, -0.0603, -0.1104, -0.1232, -0.0936, -0.1853, -0.1769, -0.1181, -0.1135, -0.0166, -0.0166, -0.0143, -0.0546, -0.0338, 0.0252, 0.0515, 0.0122, 0.0466, 0.041, 0.0407, -0.0535, -0.0833, -0.1158, -0.0841, -0.1117, -0.1013, -0.0691, -0.0613, -0.0776, -0.0761, -0.0761, -0.0938, -0.0992, -0.1144, -0.1324, -0.1324, -0.1162, -0.0546, -0.0664, -0.1027, -0.1148, -0.1158, -0.0985, -0.0776, -0.082, -0.1535, -0.1658, -0.1658, -0.1886, -0.1875, -0.1849, -0.1793, -0.1792, -0.1927, -0.2068, -0.2234, -0.2369, -0.3103, -0.3321, -0.3816, -0.4425, -0.3647, -0.336, -0.3434, -0.4019, -0.4544, -0.4172, -0.4172, -0.4213, -0.4231, -0.4197, -0.4162, -0.4494, -0.437, -0.4053, -0.3905, -0.4181, -0.3957, -0.4165, -0.3694, -0.382, -0.4086, -0.3913, -0.3976, -0.3964, -0.4161, -0.437, -0.4223, -0.4066, -0.4254, -0.4311, -0.4562, -0.4439, -0.4701, -0.4435, -0.4603, -0.4936, -0.5002, -0.4684, -0.4622, -0.4715, -0.4715, -0.4647, -0.4657, -0.449, -0.4621, -0.4692, -0.4502, -0.3933, -0.3302, -0.3338, -0.3039, -0.2998, -0.337, -0.3216, -0.3592, -0.3502, -0.356, -0.3704, -0.4538, -0.4409, -0.4349, -0.4128]}
{"unit_id": "reply:2014326485490835533", "ticker_idx": 0, "ts": "2026-01-22T13:17:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "2026 is scaling production for 18A. Huge inflection.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish on Intel into 2026 as 18A scales production, calling it a huge inflection point.", "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": "reply_other", "lang": "en", "tweet_text": "@ajbmjc @StockSavvyShay 2026 is scaling production for 18A. Huge inflection.", "reply_text": null, "parent_text": "@DeepValueBagger @StockSavvyShay Yeah, 2026 is a super cycle for chips. This was going to be Intel’s make or break year, regardless of any outside forces. Intel was a steal at $20.", "quoted_text": null, "parent_author": "ajbmjc", "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.0039074628317058435, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064992318543037, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154146531242293, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861337473449724, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.1951012721683667, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.2198085881532863, "alpha_spy_stated": 0.1951012721683667, "alpha_c_stated": 0.0662908998222862, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, 1.0127, 0.9869, 1.0749, 1.0578, 0.8257, 1.03, 0.9867, 0.9705, 1.1532, 1.2933, 1.3538, 1.1548, 1.2294, 1.4667, 1.4667, 1.5946, 1.4352, 1.4236, 1.4461, 1.3623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046223720008536368", "ticker_idx": 0, "ts": "2026-04-20T13:45:26+00:00", "symbol": "COHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sometimes the best company is the one I already own. Decisions... $cohr", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds COHR; musing that it may be the best position to add to.", "resolved_tickers": ["COHR"], "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": "I have to remind myself, sometimes the best company is the one I already down. Decisions... $cohr https://t.co/Alh2JyWGMo", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007165320946100229, "ret_signed_m1d": -0.007165320946100229, "alpha_spy_m1d": -0.009169063014495382, "alpha_c_m1d": -0.005806740788388276, "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": -0.010704731133391099, "ret_signed_p1d": -0.010704731133391099, "alpha_spy_p1d": -0.0041578382848516116, "alpha_c_p1d": -0.011545874614084295, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": -0.07476046806205705, "ret_signed_p1w": -0.07476046806205705, "alpha_spy_p1w": -0.08386144778633198, "alpha_c_p1w": -0.11364511773716424, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.01761098945413142, "ret_signed_p1m": 0.01761098945413142, "alpha_spy_p1m": -0.017678079717148076, "alpha_c_p1m": -0.1032482816075675, "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": 0.01761098945413142, "alpha_spy_stated": -0.017678079717148076, "alpha_c_stated": -0.1032482816075675, "price_path": [-0.4203, -0.4166, -0.4333, -0.4309, -0.3842, -0.3636, -0.3788, -0.3894, -0.3599, -0.3405, -0.3928, -0.3979, -0.3448, -0.3023, -0.3428, -0.3563, -0.3781, -0.3749, -0.3749, -0.367, -0.3557, -0.331, -0.2858, -0.2838, -0.2666, -0.2291, -0.2802, -0.2549, -0.1399, -0.1919, -0.2091, -0.2695, -0.3217, -0.2739, -0.25, -0.2765, -0.3057, -0.3014, -0.2882, -0.2927, -0.2598, -0.207, -0.2702, -0.2661, -0.2163, -0.2172, -0.2999, -0.2994, -0.3679, -0.3145, -0.2869, -0.2571, -0.2571, -0.2713, -0.2659, -0.1891, -0.1823, -0.1151, -0.1139, -0.0981, -0.1131, -0.0561, -0.0072, 0.0, -0.0107, 0.0085, -0.0283, -0.0329, -0.0748, -0.1253, -0.1225, -0.08, -0.0518, -0.0507, -0.0339, -0.0082, -0.0815, -0.0353, 0.0926, 0.0763, 0.1617, 0.1653, 0.1005, 0.0441, 0.0176, 0.0316, 0.0877, 0.0865, 0.0865, 0.0974, 0.094, 0.0847, 0.0402, 0.0443, 0.2284, 0.2012, 0.2141, 0.0848, 0.1566, 0.0243, 0.0209, 0.0462, 0.108, 0.1909, 0.1016, 0.0902, 0.121, 0.121, 0.2244, 0.097, 0.1295, 0.1719, 0.0951, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019772795794727385", "ticker_idx": 0, "ts": "2026-02-06T13:58:54+00:00", "symbol": "CAT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "heavy machinery sounds good to me. like CAT w/ AI", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Likes CAT with AI and Tesla on energy/solar moat; sold all Amazon on Mag 7 capex concerns.", "resolved_tickers": ["CAT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Farm & Heavy Construction Machinery'", "bench_c_industry": "Farm & Heavy Construction Machinery", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@coinviction heavy machinery sounds good to me. like CAT w/ AI.  Tesla have durable moat for energy and building solar soon.  I worry about mag 7 capex. I sold off all Amazon this morning.", "reply_text": null, "parent_text": "@DeepValueBagger Aside from the Mag 7 which other stocks would you consider the most anti-fragile?\n\nPLTR CRWD come to mind. Stuff like. CAT and URI of course.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": -0.0659460372539925, "ret_signed_m1d": -0.0659460372539925, "alpha_spy_m1d": -0.04712237864823654, "alpha_c_m1d": -0.038171588397067135, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.02777444885692537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02192236556553806, "ret_signed_p1d": 0.02192236556553806, "alpha_spy_p1d": 0.017100638848960736, "alpha_c_p1d": 0.018919605144650298, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.0030027604208877623, "ret_p1w": 0.06609752622468612, "ret_signed_p1w": 0.06609752622468612, "alpha_spy_p1w": 0.07894107092147973, "alpha_c_p1w": 0.06038084647115327, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.0057166797535328495, "ret_p1m": -0.029440900438989615, "ret_signed_p1m": -0.029440900438989615, "alpha_spy_p1m": -0.011558398109421275, "alpha_c_p1m": -0.016506470731847522, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.012934429707142092, "ret_p3m": 0.278841512727263, "ret_signed_p3m": 0.278841512727263, "alpha_spy_p3m": 0.21337264578239856, "alpha_c_p3m": 0.2546643356019538, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.0241771771253092, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.029440900438989615, "alpha_spy_stated": -0.011558398109421275, "alpha_c_stated": -0.016506470731847522, "price_path": [-0.2198, -0.2128, -0.2395, -0.2389, -0.2416, -0.2487, -0.2401, -0.2497, -0.2438, -0.2312, -0.2216, -0.2118, -0.2118, -0.209, -0.2196, -0.1998, -0.1874, -0.1769, -0.1714, -0.1805, -0.1835, -0.1546, -0.1405, -0.1786, -0.1898, -0.1909, -0.2281, -0.2227, -0.2084, -0.1999, -0.1999, -0.198, -0.198, -0.1991, -0.2051, -0.2068, -0.213, -0.213, -0.1779, -0.1536, -0.144, -0.1805, -0.1645, -0.1515, -0.1348, -0.1255, -0.1225, -0.1109, -0.1113, -0.1113, -0.1338, -0.1113, -0.1071, -0.1371, -0.1243, -0.1202, -0.1142, -0.0839, -0.0948, -0.0486, -0.0321, -0.0473, -0.0659, 0.0, 0.0219, 0.0223, 0.0672, 0.0442, 0.0661, 0.0661, 0.0531, 0.0355, 0.0473, 0.0462, 0.0417, 0.0579, 0.0556, 0.0368, 0.0229, 0.036, -0.0055, 0.0079, -0.0277, -0.0624, -0.0294, -0.0131, -0.0256, -0.0351, -0.0444, -0.0364, -0.0333, -0.0449, -0.0517, -0.0624, -0.0337, -0.0132, -0.0099, -0.0317, -0.0424, -0.0809, -0.0244, 0.0057, -0.0124, -0.0124, -0.0068, -0.0024, 0.0625, 0.0838, 0.0888, 0.0902, 0.0937, 0.0605, 0.064, 0.0943, 0.1015, 0.1043, 0.116, 0.1523, 0.1462, 0.1434, 0.1284, 0.1176, 0.228, 0.2274, 0.2069, 0.248, 0.2788, 0.2357, 0.2382, 0.2786, 0.2584, 0.2449, 0.2696, 0.2256, 0.192, 0.1867, 0.2038, 0.1947, 0.2139, 0.2139, 0.2535, 0.2554, 0.2247, 0.2084, 0.1939, 0.2552, 0.2778, 0.2975, 0.2476, 0.2633, 0.262, 0.1812, 0.2384, 0.2563, 0.2885, 0.3044, 0.3188, 0.3601, 0.3601, 0.4104, 0.3579, 0.372, 0.4583, 0.3762, null, null, null, null, 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:2019772795794727385", "ticker_idx": 1, "ts": "2026-02-06T13:58:54+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla have durable moat for energy and building solar soon", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Likes CAT with AI and Tesla on energy/solar moat; sold all Amazon on Mag 7 capex concerns.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@coinviction heavy machinery sounds good to me. like CAT w/ AI.  Tesla have durable moat for energy and building solar soon.  I worry about mag 7 capex. I sold off all Amazon this morning.", "reply_text": null, "parent_text": "@DeepValueBagger Aside from the Mag 7 which other stocks would you consider the most anti-fragile?\n\nPLTR CRWD come to mind. Stuff like. CAT and URI of course.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": -0.03381088854992842, "ret_signed_m1d": -0.03381088854992842, "alpha_spy_m1d": -0.014987229944172453, "alpha_c_m1d": -0.02974278344696668, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.004068105102961739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015105500216312517, "ret_signed_p1d": 0.015105500216312517, "alpha_spy_p1d": 0.010283773499735194, "alpha_c_p1d": 0.018834591150663327, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.0037290909343508094, "ret_p1w": 0.015397381030360036, "ret_signed_p1w": 0.015397381030360036, "alpha_spy_p1w": 0.028240925727153643, "alpha_c_p1w": 0.030737609859081028, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.015340228828720992, "ret_p1m": -0.030235200113545524, "ret_signed_p1m": -0.030235200113545524, "alpha_spy_p1m": -0.012352697783977185, "alpha_c_p1m": -0.0014192554630942933, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.02881594465045123, "ret_p3m": -0.030113533619592348, "ret_signed_p3m": -0.030113533619592348, "alpha_spy_p3m": -0.09558240056445677, "alpha_c_p3m": -0.04808797135401166, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.017974437734419313, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030235200113545524, "alpha_spy_stated": -0.012352697783977185, "alpha_c_stated": -0.0014192554630942933, "price_path": [0.0693, 0.0474, -0.0222, -0.0164, -0.0053, -0.024, -0.0173, -0.0386, -0.0487, 0.0162, 0.0202, 0.0376, 0.0376, 0.0464, 0.0463, 0.0441, 0.0867, 0.1056, 0.1068, 0.0693, 0.0828, 0.0981, 0.087, 0.1164, 0.1562, 0.1916, 0.1366, 0.1758, 0.1705, 0.1888, 0.1811, 0.1807, 0.1807, 0.1559, 0.118, 0.1054, 0.0939, 0.0939, 0.0656, 0.0987, 0.0531, 0.0494, 0.0601, 0.0825, 0.0921, 0.0878, 0.0683, 0.0668, 0.0642, 0.0642, 0.0198, 0.0495, 0.093, 0.0923, 0.0586, 0.0481, 0.0495, 0.0133, 0.0469, 0.026, 0.0264, -0.0124, -0.0338, 0.0, 0.0151, 0.0343, 0.0417, 0.0145, 0.0154, 0.0154, -0.0012, 0.0005, 0.0015, 0.0017, -0.0274, -0.0042, 0.0153, -0.0062, -0.0209, -0.0189, -0.0454, -0.0126, -0.0135, -0.035, -0.0302, -0.0289, -0.008, -0.0392, -0.0484, -0.0378, -0.0288, -0.0446, -0.0749, -0.105, -0.0736, -0.0683, -0.0612, -0.0949, -0.1199, -0.1358, -0.0957, -0.0726, -0.1229, -0.1229, -0.1418, -0.1568, -0.1651, -0.1593, -0.1512, -0.1428, -0.1141, -0.0466, -0.054, -0.0255, -0.0453, -0.0601, -0.0574, -0.0909, -0.0847, -0.0789, -0.0854, -0.0932, -0.0717, -0.0494, -0.0452, -0.0529, -0.0301, 0.0017, 0.0419, 0.0824, 0.0543, 0.0831, 0.0783, 0.0271, -0.0027, -0.017, 0.015, 0.0164, 0.0362, 0.0362, 0.0547, 0.0711, 0.0754, 0.06, 0.0116, 0.0307, 0.0306, 0.0179, -0.0489, -0.0053, -0.0351, -0.0718, -0.0291, -0.0114, 0.0001, -0.0157, -0.0358, -0.0258, -0.0258, -0.0147, -0.0718, -0.0865, -0.0875, -0.0764, null, null, null, null, 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:1993101431927406604", "ticker_idx": 0, "ts": "2025-11-24T23:36:26+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL is not agnostic like $NVDA since they own their DC, and cloud business. Every sale is going to be calculated.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL: TPU sales to Meta strategically advantageous given Google's integrated DC/cloud ownership, every deal calculated for maximum gain.", "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": "That's big news. $GOOGL is not agnostic like $NVDA since they own their DC, and cloud business. Every sale is going to be calculated. $META doesn't compete on cloud so not a problem. I suspect these deals are harder for neoclouds unless some strings attached such as serving $GOOGL customers. The chess pieces are moving quick....", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions, as per The Information. \n\nLooks like Google has stepped into the picture when it comes to selling TPUs vs GPUs now…\n\n$NVDA down after hours, $GOOGL hitting all time highs. https://t.co/kSTlQnlwTq", "parent_author": null, "ret_m1d": -0.01502601915240287, "ret_signed_m1d": -0.01502601915240287, "alpha_spy_m1d": -0.005707828486693933, "alpha_c_m1d": -0.0037398782405899667, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.011286140911812903, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010790160699995277, "ret_signed_p1d": -0.010790160699995277, "alpha_spy_p1d": -0.017693743118000538, "alpha_c_p1d": -0.012189899193659204, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.0013997384936639268, "ret_p1w": -0.02359019397728357, "ret_signed_p1w": -0.02359019397728357, "alpha_spy_p1w": -0.03323449578900095, "alpha_c_p1w": -0.0317266201880233, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.008136426210739733, "ret_p1m": -0.02827274330117313, "ret_signed_p1m": -0.02827274330117313, "alpha_spy_p1m": -0.05404983735273983, "alpha_c_p1m": -0.06477573018901395, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.036502986887840816, "ret_p3m": -0.025519331315582594, "ret_signed_p3m": -0.025519331315582594, "alpha_spy_p3m": -0.04988494849756475, "alpha_c_p3m": -0.05069973909869985, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.025180407783117253, "ret_p6m": 0.2040513207632788, "ret_signed_p6m": 0.2040513207632788, "alpha_spy_p6m": 0.09968299039490991, "alpha_c_p6m": 0.18176313560822543, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.022288185155053375, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02827274330117313, "alpha_spy_stated": -0.05404983735273983, "alpha_c_stated": -0.06477573018901395, "price_path": [-0.3462, -0.3423, -0.3423, -0.3471, -0.2875, -0.2824, -0.2741, -0.2764, -0.2591, -0.2605, -0.2568, -0.2555, -0.2221, -0.2235, -0.2285, -0.2208, -0.2125, -0.2192, -0.2219, -0.2359, -0.2401, -0.2378, -0.2455, -0.2484, -0.2428, -0.2404, -0.2414, -0.2257, -0.2402, -0.2437, -0.2532, -0.2686, -0.2451, -0.2411, -0.2239, -0.2225, -0.2169, -0.2068, -0.2256, -0.2218, -0.2175, -0.1964, -0.1675, -0.173, -0.1511, -0.1297, -0.1306, -0.1228, -0.1419, -0.121, -0.1196, -0.1379, -0.1031, -0.0993, -0.1136, -0.1387, -0.1454, -0.1188, -0.1211, -0.0947, -0.1051, -0.0735, -0.015, 0.0, -0.0108, -0.0108, -0.0101, -0.0264, -0.0236, -0.0118, -0.018, -0.0067, -0.0294, -0.019, -0.0093, -0.0334, -0.0431, -0.0464, -0.0515, -0.082, -0.0643, -0.0497, -0.0416, -0.0275, -0.0283, -0.0283, -0.0301, -0.0299, -0.029, -0.0316, -0.0316, -0.025, -0.0207, -0.0275, -0.0039, 0.0068, 0.0165, 0.0267, 0.0394, 0.039, 0.0296, 0.0209, 0.0209, -0.0038, 0.0159, 0.0226, 0.0145, 0.031, 0.035, 0.0395, 0.0465, 0.0457, 0.0633, 0.051, 0.0304, 0.0248, -0.0011, 0.0034, -0.0144, -0.038, -0.044, -0.0542, -0.0542, -0.0656, -0.0616, -0.063, -0.0255, -0.0363, -0.0381, -0.032, -0.049, -0.0355, -0.0517, -0.0608, -0.0622, -0.0691, -0.0764, -0.0515, -0.0494, -0.0443, -0.0602, -0.0642, -0.054, -0.0374, -0.0474, -0.0491, -0.0681, -0.0648, -0.1008, -0.0993, -0.1303, -0.1507, -0.1533, -0.1097, -0.0793, -0.0843, -0.0843, -0.0712, -0.0543, -0.0176, -0.014, -0.0178, -0.0052, 0.0307, 0.0437, 0.0403, 0.0578, 0.0446, 0.0288, 0.0505, 0.0492, 0.0662, 0.0846, 0.0829, 0.0834, 0.1913, 0.1941, 0.1865, 0.2026, 0.2323, 0.2322, 0.2409, 0.2032, 0.1992, 0.2465, 0.2417, 0.2284, 0.2289, 0.2002, 0.2041]}
{"unit_id": "reply:2047419588250403053", "ticker_idx": 0, "ts": "2026-04-23T20:57:23+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm an $INTC whale. great comeback story.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a large INTC position; endorses the comeback narrative.", "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": "reply_other", "lang": "en", "tweet_text": "@BenBajarin I'm an $INTC whale. great comeback story.", "reply_text": null, "parent_text": "Definitely glad I never gave up on $INTC.  Still execution milestones to watch, but as we anticipate the server CPU TAM to from ~$25b this year to ~$95b in our base case in 2030 it's greenfield dollar expansion.  Full agentic CPU report below.  \n\nThis train ain't stopping.", "quoted_text": null, "parent_author": "BenBajarin", "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45190204759673613, "alpha_spy_stated": 0.407500576661624, "alpha_c_stated": 0.31391925684967736, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.5546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021282336172658780", "ticker_idx": 0, "ts": "2026-02-10T17:57:17+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 swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night...It will be better after I move 100% over.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Rotating out of IREN into NBIS; prefers NBIS and plans to move 100% over.", "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 swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night...It will be better after I move 100% over.", "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": "quote:2018328448083677611", "ticker_idx": 0, "ts": "2026-02-02T14:19:35+00:00", "symbol": "REMX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm in $remx, $usar, and $fcx", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds REMX, USAR, and FCX as plays on US strategic critical-minerals stockpile theme.", "resolved_tickers": ["REMX"], "resolution_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": "I'm in $remx, $usar, and $fcx.", "reply_text": null, "parent_text": null, "quoted_text": "President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials.\n\nThe move elevates U.S. producers most exposed to national-security demand: \n\n• $MP controls the only scaled rare earth mining &amp; https://t.co/Va4qotyjIP", "parent_author": null, "ret_m1d": 0.009668667827253508, "ret_signed_m1d": 0.009668667827253508, "alpha_spy_m1d": 0.014615299755202926, "alpha_c_m1d": 0.014615299755202926, "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": 0.06355382083255678, "ret_signed_p1d": 0.06355382083255678, "alpha_spy_p1d": 0.07200920673372935, "alpha_c_p1d": 0.07200920673372935, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": 0.04633888006494291, "ret_signed_p1w": 0.04633888006494291, "alpha_spy_p1w": 0.04843834423128779, "alpha_c_p1w": 0.04843834423128779, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": 0.11932558705228469, "ret_signed_p1m": 0.11932558705228469, "alpha_spy_p1m": 0.14101049131022458, "alpha_c_p1m": 0.14101049131022458, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": 0.24313174555082417, "ret_signed_p3m": 0.24313174555082417, "alpha_spy_p3m": 0.20687588586286565, "alpha_c_p3m": 0.20687588586286565, "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": 0.11932558705228469, "alpha_spy_stated": 0.14101049131022458, "alpha_c_stated": 0.14101049131022458, "price_path": [-0.2614, -0.264, -0.2449, -0.1994, -0.2091, -0.2078, -0.1959, -0.187, -0.1653, -0.17, -0.1468, -0.185, -0.2015, -0.1989, -0.1729, -0.1485, -0.1485, -0.1337, -0.1518, -0.1527, -0.1547, -0.1782, -0.1645, -0.1499, -0.1417, -0.1381, -0.1316, -0.1609, -0.1821, -0.1886, -0.1703, -0.1652, -0.1595, -0.1238, -0.117, -0.1023, -0.1023, -0.0952, -0.1273, -0.1275, -0.1284, -0.1284, -0.0947, -0.0601, -0.0108, 0.0024, -0.0278, 0.002, 0.0475, 0.0518, 0.0768, 0.0676, 0.0515, 0.0515, 0.0554, 0.0947, 0.127, 0.1609, 0.1427, 0.1509, 0.1499, 0.1028, 0.0097, 0.0, 0.0636, 0.0265, -0.0371, 0.0215, 0.0463, 0.0463, 0.0838, 0.0282, 0.0577, 0.0577, 0.0493, 0.0783, 0.0623, 0.0494, 0.0768, 0.1165, 0.1579, 0.1503, 0.1775, 0.2168, 0.1193, 0.1539, 0.1013, 0.091, 0.1166, 0.1377, 0.1428, 0.1061, 0.0554, 0.0624, 0.0626, 0.0219, -0.0219, -0.0673, -0.0139, -0.0022, 0.0512, -0.0025, 0.0152, 0.0079, 0.0376, 0.0439, 0.0482, 0.0482, 0.0428, 0.0505, 0.1036, 0.0989, 0.1143, 0.1674, 0.165, 0.1489, 0.2151, 0.1983, 0.2159, 0.1862, 0.2239, 0.1584, 0.1621, 0.1903, 0.1545, 0.1914, 0.2431, 0.256, 0.2041, 0.2243, 0.2857, 0.2565, 0.2543, 0.2915, 0.2738, 0.2529, 0.1773, 0.1387, 0.1165, 0.0863, 0.1223, 0.1284, 0.1416, 0.1416, 0.1668, 0.1559, 0.1968, 0.1747, 0.1726, 0.2048, 0.1593, 0.1437, 0.0446, 0.0308, 0.038, 0.0038, 0.0961, 0.126, 0.1424, 0.1411, 0.1324, 0.1266, 0.1266, 0.1472, 0.0827, 0.0691, 0.0519, 0.0203, 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:2018328448083677611", "ticker_idx": 2, "ts": "2026-02-02T14:19:35+00:00", "symbol": "FCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm in $remx, $usar, and $fcx", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds REMX, USAR, and FCX as plays on US strategic critical-minerals stockpile theme.", "resolved_tickers": ["FCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Copper'", "bench_c_industry": "Copper", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm in $remx, $usar, and $fcx.", "reply_text": null, "parent_text": null, "quoted_text": "President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials.\n\nThe move elevates U.S. producers most exposed to national-security demand: \n\n• $MP controls the only scaled rare earth mining &amp; https://t.co/Va4qotyjIP", "parent_author": null, "ret_m1d": -0.008722840734963433, "ret_signed_m1d": -0.008722840734963433, "alpha_spy_m1d": -0.0037762088070140143, "alpha_c_m1d": -0.001069207437766173, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.00765363329719726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06435154927620701, "ret_signed_p1d": 0.06435154927620701, "alpha_spy_p1d": 0.07280693517737957, "alpha_c_p1d": 0.043203492662326815, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": 0.021148056613880195, "ret_p1w": 0.04690593072756566, "ret_signed_p1w": 0.04690593072756566, "alpha_spy_p1w": 0.04900539489391054, "alpha_c_p1w": -0.004050744386332461, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": 0.05095667511389812, "ret_p1m": 0.07916397494650584, "ret_signed_p1m": 0.07916397494650584, "alpha_spy_p1m": 0.10084887920444574, "alpha_c_p1m": 0.03304116126315271, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": 0.04612281368335314, "ret_p3m": -0.04695142281700737, "ret_signed_p3m": -0.04695142281700737, "alpha_spy_p3m": -0.0832072825049659, "alpha_c_p3m": -0.0882181434746907, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": 0.04126672065768333, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07916397494650584, "alpha_spy_stated": 0.10084887920444574, "alpha_c_stated": 0.03304116126315271, "price_path": [-0.3399, -0.3655, -0.3464, -0.3277, -0.3257, -0.3136, -0.3344, -0.3407, -0.3597, -0.3433, -0.3228, -0.3494, -0.3454, -0.3303, -0.3257, -0.308, -0.308, -0.2944, -0.2929, -0.2945, -0.2689, -0.2676, -0.2579, -0.2612, -0.2645, -0.2374, -0.2102, -0.2221, -0.2199, -0.2195, -0.2149, -0.2133, -0.1931, -0.1686, -0.1479, -0.1476, -0.1476, -0.1292, -0.1548, -0.156, -0.1662, -0.1662, -0.1475, -0.1067, -0.0782, -0.0888, -0.1099, -0.0719, -0.0361, -0.0258, -0.0092, -0.0132, -0.0337, -0.0337, -0.0114, -0.003, -0.0314, -0.0058, 0.0067, 0.0347, 0.0472, 0.0719, -0.0087, 0.0, 0.0644, 0.0181, -0.0253, -0.0015, 0.0469, 0.0411, 0.0774, 0.0211, 0.0342, 0.0342, 0.0054, 0.0295, 0.0298, 0.0589, 0.0788, 0.1172, 0.1327, 0.1254, 0.1205, 0.1239, 0.0792, 0.0851, 0.0313, -0.023, -0.0044, 0.027, 0.0128, -0.0255, -0.0721, -0.0466, -0.0439, -0.0874, -0.1175, -0.1427, -0.0958, -0.0704, -0.0604, -0.0811, -0.0744, -0.1006, -0.0326, 0.0072, 0.0102, 0.0102, 0.0048, 0.0, 0.0714, 0.0936, 0.1159, 0.1197, 0.1236, 0.1332, 0.1262, 0.1581, 0.1576, 0.1145, 0.1605, 0.0141, 0.007, -0.0009, -0.0399, -0.061, -0.047, -0.0672, -0.0834, -0.0486, 0.0043, -0.0003, 0.0169, 0.0617, 0.0891, 0.1078, 0.0909, 0.0393, -0.0021, -0.0318, 0.004, 0.0278, 0.0225, 0.0225, 0.0616, 0.0495, 0.0865, 0.0838, 0.1058, 0.183, 0.1652, 0.1495, 0.0453, 0.0542, 0.0598, 0.024, 0.0942, 0.1284, 0.1568, 0.1571, 0.1391, 0.1328, 0.1328, 0.1416, 0.0622, 0.02, 0.0359, 0.0301, 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:2018378144693055962", "ticker_idx": 0, "ts": "2026-02-02T17:37:04+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla owns $2B of xAI, which will be SpaceX shares. Nice!", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: Tesla's $2B xAI stake converts to SpaceX shares via merger, a positive catalyst.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Tesla owns $2B of xAI, which will be SpaceX shares. Nice! $TSLA", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: SpaceX is in advanced talks to merge with xAI, per Bloomberg.\n\nThe biggest IPO in history is coming very soon. https://t.co/I6WDaNAJLf", "parent_author": null, "ret_m1d": 0.02038834108554055, "ret_signed_m1d": 0.02038834108554055, "alpha_spy_m1d": 0.02533497301348997, "alpha_c_m1d": 0.02694737692988014, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.006559035844339589, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003555958781265023, "ret_signed_p1d": 0.0003555958781265023, "alpha_spy_p1d": 0.008810981779299065, "alpha_c_p1d": 0.008390414787442513, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.00803481890931601, "ret_p1w": -0.010644579930212061, "ret_signed_p1w": -0.010644579930212061, "alpha_spy_p1w": -0.008545115763867184, "alpha_c_p1w": 0.025593841901957015, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.03623842183216908, "ret_p1m": -0.069652225060719, "ret_signed_p1m": -0.069652225060719, "alpha_spy_p1m": -0.0479673208027791, "alpha_c_p1m": -0.007259804804125247, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.06239242025659375, "ret_p3m": -0.09525614117337233, "ret_signed_p3m": -0.09525614117337233, "alpha_spy_p3m": -0.13151200086133086, "alpha_c_p3m": -0.06752587656111664, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": -0.027730264612255695, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.069652225060719, "alpha_spy_stated": -0.0479673208027791, "alpha_c_stated": -0.007259804804125247, "price_path": [0.0954, 0.0571, 0.0183, 0.0555, 0.0422, 0.0208, -0.047, -0.0414, -0.0306, -0.0487, -0.0422, -0.063, -0.0728, -0.0096, -0.0057, 0.0113, 0.0113, 0.0198, 0.0197, 0.0176, 0.0591, 0.0776, 0.0787, 0.0421, 0.0554, 0.0703, 0.0595, 0.0881, 0.1268, 0.1614, 0.1077, 0.1459, 0.1408, 0.1586, 0.1511, 0.1508, 0.1508, 0.1265, 0.0897, 0.0773, 0.0662, 0.0662, 0.0385, 0.0708, 0.0264, 0.0228, 0.0332, 0.055, 0.0644, 0.0602, 0.0412, 0.0397, 0.0372, 0.0372, -0.0061, 0.0228, 0.0653, 0.0646, 0.0317, 0.0215, 0.0229, -0.0124, 0.0204, 0.0, 0.0004, -0.0375, -0.0583, -0.0254, -0.0106, 0.0081, 0.0153, -0.0112, -0.0104, -0.0104, -0.0265, -0.0249, -0.0239, -0.0237, -0.0521, -0.0295, -0.0105, -0.0314, -0.0458, -0.0438, -0.0697, -0.0376, -0.0385, -0.0595, -0.0548, -0.0535, -0.0332, -0.0635, -0.0726, -0.0622, -0.0534, -0.0688, -0.0984, -0.1277, -0.0971, -0.0919, -0.085, -0.1178, -0.1422, -0.1577, -0.1187, -0.0961, -0.1451, -0.1451, -0.1636, -0.1782, -0.1862, -0.1806, -0.1727, -0.1645, -0.1366, -0.0708, -0.078, -0.0502, -0.0695, -0.0839, -0.0813, -0.114, -0.1079, -0.1023, -0.1086, -0.1162, -0.0953, -0.0735, -0.0695, -0.0769, -0.0547, -0.0238, 0.0155, 0.055, 0.0276, 0.0556, 0.0509, 0.001, -0.028, -0.042, -0.0108, -0.0094, 0.01, 0.01, 0.0279, 0.044, 0.0481, 0.0331, -0.0141, 0.0046, 0.0045, -0.008, -0.073, -0.0305, -0.0596, -0.0954, -0.0537, -0.0365, -0.0253, -0.0407, -0.0603, -0.0505, -0.0505, -0.0397, -0.0953, -0.1097, -0.1107, -0.0998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2017705515057324229", "ticker_idx": 0, "ts": "2026-01-31T21:04:16+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 bought the dip. $btc", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought the dip in both BTC and ETH; live long position disclosed.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Screw it, I bought the dip. \n$btc $eth https://t.co/FMIwHBPI7q", "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:2017705515057324229", "ticker_idx": 1, "ts": "2026-01-31T21:04:16+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I bought the dip. $eth", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought the dip in both BTC and ETH; live long position disclosed.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Screw it, I bought the dip. \n$btc $eth https://t.co/FMIwHBPI7q", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1527150524057055, "ret_signed_m1d": 0.1527150524057055, "alpha_spy_m1d": 0.1576616843336549, "alpha_c_m1d": 0.1576616843336549, "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": -0.04982085366444211, "ret_signed_p1d": -0.04982085366444211, "alpha_spy_p1d": -0.04136546776326955, "alpha_c_p1d": -0.04136546776326955, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.1027100797345687, "ret_signed_p1w": -0.1027100797345687, "alpha_spy_p1w": -0.10061061556822382, "alpha_c_p1w": -0.10061061556822382, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.15423752289120995, "ret_signed_p1m": -0.15423752289120995, "alpha_spy_p1m": -0.13255261863327006, "alpha_c_p1m": -0.13255261863327006, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.03758193842531388, "ret_signed_p3m": -0.03758193842531388, "alpha_spy_p3m": -0.0738377981132724, "alpha_c_p3m": -0.0738377981132724, "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": -0.15423752289120995, "alpha_spy_stated": -0.13255261863327006, "alpha_c_stated": -0.13255261863327006, "price_path": [0.461, 0.4129, 0.4653, 0.5221, 0.4568, 0.4559, 0.379, 0.3239, 0.2901, 0.3321, 0.2895, 0.2079, 0.1797, 0.2595, 0.2617, 0.2915, 0.2859, 0.2934, 0.1944, 0.2788, 0.3614, 0.337, 0.2901, 0.3331, 0.4166, 0.4185, 0.3808, 0.3156, 0.2644, 0.2644, 0.2078, 0.2059, 0.2703, 0.2823, 0.264, 0.2565, 0.2385, 0.248, 0.2517, 0.2675, 0.2656, 0.2798, 0.3327, 0.3761, 0.4059, 0.3508, 0.3242, 0.3151, 0.3191, 0.4171, 0.431, 0.4149, 0.4057, 0.3593, 0.2522, 0.2707, 0.2582, 0.2597, 0.2483, 0.2891, 0.2825, 0.2021, 0.1527, 0.0, -0.0498, -0.0857, -0.2229, -0.1198, -0.1027, -0.1386, -0.1722, -0.1695, -0.1262, -0.1478, -0.1502, -0.1665, -0.169, -0.1601, -0.2085, -0.2096, -0.1236, -0.1355, -0.1764, -0.1353, -0.1542, -0.0929, -0.1163, -0.156, -0.1499, -0.1311, -0.1249, -0.1157, -0.1074, 0.0029, -0.0112, -0.06, -0.0883, -0.0844, -0.082, -0.0805, -0.0752, -0.1215, -0.1506, -0.1369, -0.1022, -0.0877, -0.1226, -0.1241, -0.1009, -0.0437, -0.0657, -0.0662, -0.0423, 0.0112, -0.009, 0.0064, 0.0018, 0.0327, -0.0124, -0.007, 0.0135, -0.0055, -0.0122, -0.0176, -0.0234, -0.0388, -0.0376, -0.021, 0.0009, 0.0072, 0.0027, -0.0227, -0.0159, -0.0021, -0.0297, -0.037, -0.0271, -0.0516, -0.0921, -0.1, -0.0927, -0.0908, -0.1193, -0.0994, -0.1167, -0.1374, -0.1437, -0.1418, -0.1455, -0.2076, -0.2272, -0.2452, -0.3257, -0.2791, -0.3014, -0.3089, -0.2867, -0.2897, -0.2343, -0.2363, -0.2544, -0.2708, -0.2702, -0.2635, -0.2896, -0.309, -0.3325, -0.3275, 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:2016231520386592950", "ticker_idx": 0, "ts": "2026-01-27T19:27:08+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 still wins", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN despite recent 20% drawdown; author says it still wins on a longer view.", "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": "@venicehodl Zoom out. $iren still wins https://t.co/yyiILmDTIA", "reply_text": null, "parent_text": "@DeepValueBagger Ok here’s the thing, and i dont have any dog in this anyway, but lots of stocks have 20% drawdowns, so im not sure if this is particularly significant…. I mean just look at IREN in the past three months…", "quoted_text": null, "parent_author": "therogueoracle", "ret_m1d": -0.12718787889039174, "ret_signed_m1d": -0.12718787889039174, "alpha_spy_m1d": -0.12321952409371129, "alpha_c_m1d": -0.13492371907076217, "bench_spy_m1d": -0.003968354796680451, "bench_c_m1d": 0.007735840180370435, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04917481023010328, "ret_signed_p1d": 0.04917481023010328, "alpha_spy_p1d": 0.049275474810428155, "alpha_c_p1d": 0.049363494571001754, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.00018868434089847064, "ret_p1w": -0.09334892702342534, "ret_signed_p1w": -0.09334892702342534, "alpha_spy_p1w": -0.08477946863945096, "alpha_c_p1w": -0.10334883409693196, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.00999990707350662, "ret_p1m": -0.26604438160732224, "ret_signed_p1m": -0.26604438160732224, "alpha_spy_p1m": -0.26267992606771773, "alpha_c_p1m": -0.24472363187637347, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": -0.021320749730948774, "ret_p3m": -0.15585934367750665, "ret_signed_p3m": -0.15585934367750665, "alpha_spy_p3m": -0.18519093792213948, "alpha_c_p3m": -0.13103511994768113, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": -0.024824223729825512, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.26604438160732224, "alpha_spy_stated": -0.26267992606771773, "alpha_c_stated": -0.24472363187637347, "price_path": [-0.0295, 0.0127, 0.1294, 0.1107, 0.2737, 0.1162, 0.0398, 0.003, -0.0435, -0.0715, -0.189, -0.227, -0.2097, -0.1857, -0.236, -0.2754, -0.2955, -0.1917, -0.2087, -0.1924, -0.1924, -0.203, -0.1917, -0.3146, -0.2672, -0.2257, -0.2547, -0.2275, -0.2192, -0.2679, -0.2675, -0.3311, -0.4086, -0.3901, -0.4369, -0.4032, -0.3346, -0.2992, -0.2987, -0.3002, -0.3002, -0.3282, -0.3431, -0.3616, -0.3704, -0.3704, -0.2882, -0.1959, -0.2347, -0.2728, -0.2385, -0.2327, -0.161, -0.1167, -0.1185, -0.135, -0.0362, -0.0362, -0.0955, -0.1085, -0.1289, -0.0552, -0.1272, 0.0, 0.0492, -0.0025, -0.1042, -0.1152, -0.0933, -0.2509, -0.3367, -0.3027, -0.2307, -0.2844, -0.2887, -0.3327, -0.2962, -0.2962, -0.3171, -0.2985, -0.2784, -0.3336, -0.2939, -0.2424, -0.266, -0.2625, -0.3174, -0.3101, -0.3524, -0.2692, -0.3311, -0.3882, -0.3526, -0.3646, -0.3002, -0.3104, -0.3069, -0.2509, -0.2839, -0.2964, -0.3056, -0.3117, -0.2972, -0.3146, -0.3094, -0.3757, -0.4151, -0.4729, -0.4286, -0.4317, -0.4204, -0.4204, -0.4144, -0.4042, -0.3861, -0.3822, -0.3446, -0.282, -0.2104, -0.1862, -0.2049, -0.1979, -0.1879, -0.247, -0.1934, -0.1329, -0.1559, -0.1939, -0.2592, -0.2855, -0.2414, -0.2389, -0.1752, -0.0875, 0.0165, -0.0523, 0.0202, -0.0807, -0.0572, -0.0803, -0.0265, -0.1175, -0.1589, -0.2042, -0.1214, -0.0322, -0.0527, -0.0527, -0.0035, 0.1309, 0.0677, 0.0592, 0.089, 0.1102, 0.0915, 0.0312, -0.094, -0.0133, -0.0995, -0.1412, -0.0547, -0.0037, 0.0143, -0.0135, -0.0313, -0.0005, -0.0005, -0.052, -0.0878, -0.1615, -0.2042, -0.213, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046199823062225045", "ticker_idx": 0, "ts": "2026-04-20T12:10:29+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why do I keep saying $RKLB is better risks rewards? Let's not talk about the superior revenue, balance sheet, end-to-end platform, and launch system.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB over ASTS: Rocket Lab's end-to-end control of launch creates superior risk/reward vs ASTS's structural dependence on external launch partners.", "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": "In my prior posts, I mentioned the risks of launch & deorbits for $ASTS. I have been consistent on $ASTS risks, and a lot people hate me for it because of they hold their \"precious\" shares and they made enough money to be overconfident. Now I don't hate a good trade, but it is important to understand risks/rewards carefully. This is what I consider 3rd level of understanding about investment.  \n\nIf I told you have a bad wheel you should change it. But you drive back safely 3 times, and you call say I'm wrong? Am I wrong?  The 8th time, your car rolls over and you're dead (effectively that what is when portfolio wiped out)\n\nWhen you listen carefully to Warren Buffett, what he is teaching you is how to assess risks. His insurance business is literally about calculating risks, and the same with the stock market.\n\nWhy do I keep saying $RKLB is better risks rewards?  Let's not talk about the superior revenue, balance sheet, end-to-end platform, and launch system.  Focus on one factor:  launch.  \n\nThe nature of $ASTS is they will always depend on a launch partner. \n\nThe more launch partners they need, the riskier it becomes because you have to deal with different requirements, different execution risks. Then you have deal with the time - what is the availability  to schedule, how long it takes to build it. If it fails, how long it takes to launch the next one.  Then you have the risks of cost because it's external cost. If suddenly demand is high, the cost goes up. If you want it sooner, the cost goes up. If it fails, the cost goes up (rebuild+launch+insurance premium). \n\nIf you stop here and say what business doesn't have risks? Then you don't understand risks at all.\n\nRocket lab owns it end to end. If they mess up, they can fix it. They can launch whenever they want. They control the cost.  It's a wildly different set of risks/rewards.\n\nCall me crazy but I'd like to own a company that controls their own risks.", "reply_text": null, "parent_text": null, "quoted_text": "@SayNoToTrading Here's an easy scenario for $ASTS.\n\n1. SpaceX goes hard on direct to cell with their at-cost overhead to launch. (See Starlink launches)\n\n2. SpaceX takes over 90% d2c business.\n\n3. Regulators, market will keep promoting free market and continue to fund $ASTS debt, atm.\n\n4. $ASTS", "parent_author": null, "ret_m1d": -0.052090275882013315, "ret_signed_m1d": -0.052090275882013315, "alpha_spy_m1d": -0.05409401795040847, "alpha_c_m1d": -0.049847634899578885, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0022426409824344296, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031522465053475224, "ret_signed_p1d": -0.031522465053475224, "alpha_spy_p1d": -0.024975572204935736, "alpha_c_p1d": -0.017376481052962967, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.014145984000512257, "ret_p1w": -0.08014753233090288, "ret_signed_p1w": -0.08014753233090288, "alpha_spy_p1w": -0.08924851205517781, "alpha_c_p1w": -0.07215447347010928, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.0079930588607936, "ret_p1m": 0.42309410755058474, "ret_signed_p1m": 0.42309410755058474, "alpha_spy_p1m": 0.38780503837930524, "alpha_c_p1m": 0.4527662638029184, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.02967215625233366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42309410755058474, "alpha_spy_stated": 0.38780503837930524, "alpha_c_stated": 0.4527662638029184, "price_path": [-0.0183, -0.0165, -0.0063, -0.1004, -0.0275, -0.0099, -0.0423, -0.105, -0.1711, -0.0915, -0.1828, -0.2587, -0.1916, -0.1522, -0.1948, -0.2218, -0.2621, -0.2461, -0.2461, -0.2188, -0.1681, -0.144, -0.2079, -0.2152, -0.2179, -0.2153, -0.1879, -0.2276, -0.2067, -0.2161, -0.1962, -0.2175, -0.2163, -0.201, -0.2295, -0.1956, -0.2357, -0.2353, -0.2029, -0.1215, -0.2233, -0.196, -0.2485, -0.2399, -0.2615, -0.1853, -0.2629, -0.3189, -0.3586, -0.2821, -0.2676, -0.2429, -0.2429, -0.2436, -0.2587, -0.2278, -0.254, -0.2393, -0.2106, -0.1927, -0.1773, -0.073, -0.0521, 0.0, -0.0315, 0.0065, -0.0543, -0.1093, -0.0801, -0.1215, -0.1391, -0.0777, -0.119, -0.1023, -0.1196, -0.0538, -0.1216, 0.179, 0.3118, 0.3141, 0.3878, 0.4817, 0.3947, 0.4661, 0.4231, 0.501, 0.4023, 0.5175, 0.5175, 0.6007, 0.6793, 0.6547, 0.6038, 0.3681, 0.3785, 0.2821, 0.3408, 0.2305, 0.2704, 0.2098, 0.1743, 0.283, 0.1445, 0.2212, 0.1696, 0.207, 0.1987, 0.1987, 0.1211, 0.0633, -0.0453, -0.098, -0.055, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046199823062225045", "ticker_idx": 1, "ts": "2026-04-20T12:10:29+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have been consistent on $ASTS risks... The nature of $ASTS is they will always depend on a launch partner. The more launch partners they need, the riskier it becomes", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long RKLB over ASTS: Rocket Lab's end-to-end control of launch creates superior risk/reward vs ASTS's structural dependence on external launch partners.", "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": "In my prior posts, I mentioned the risks of launch & deorbits for $ASTS. I have been consistent on $ASTS risks, and a lot people hate me for it because of they hold their \"precious\" shares and they made enough money to be overconfident. Now I don't hate a good trade, but it is important to understand risks/rewards carefully. This is what I consider 3rd level of understanding about investment.  \n\nIf I told you have a bad wheel you should change it. But you drive back safely 3 times, and you call say I'm wrong? Am I wrong?  The 8th time, your car rolls over and you're dead (effectively that what is when portfolio wiped out)\n\nWhen you listen carefully to Warren Buffett, what he is teaching you is how to assess risks. His insurance business is literally about calculating risks, and the same with the stock market.\n\nWhy do I keep saying $RKLB is better risks rewards?  Let's not talk about the superior revenue, balance sheet, end-to-end platform, and launch system.  Focus on one factor:  launch.  \n\nThe nature of $ASTS is they will always depend on a launch partner. \n\nThe more launch partners they need, the riskier it becomes because you have to deal with different requirements, different execution risks. Then you have deal with the time - what is the availability  to schedule, how long it takes to build it. If it fails, how long it takes to launch the next one.  Then you have the risks of cost because it's external cost. If suddenly demand is high, the cost goes up. If you want it sooner, the cost goes up. If it fails, the cost goes up (rebuild+launch+insurance premium). \n\nIf you stop here and say what business doesn't have risks? Then you don't understand risks at all.\n\nRocket lab owns it end to end. If they mess up, they can fix it. They can launch whenever they want. They control the cost.  It's a wildly different set of risks/rewards.\n\nCall me crazy but I'd like to own a company that controls their own risks.", "reply_text": null, "parent_text": null, "quoted_text": "@SayNoToTrading Here's an easy scenario for $ASTS.\n\n1. SpaceX goes hard on direct to cell with their at-cost overhead to launch. (See Starlink launches)\n\n2. SpaceX takes over 90% d2c business.\n\n3. Regulators, market will keep promoting free market and continue to fund $ASTS debt, atm.\n\n4. $ASTS", "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": "reply:1993401265179836867", "ticker_idx": 0, "ts": "2025-11-25T19:27:51+00:00", "symbol": "NUAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The crown jewel is incredibly amazing. Makes nuai undervalued.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NUAI is undervalued; crown jewel asset makes it a long.", "resolved_tickers": ["NUAI"], "resolution_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": "@litigious_dulce @KashRamki The crown jewel is incredibly amazing. Makes nuai undervalued. https://t.co/dR8zkzyUjC", "reply_text": null, "parent_text": "@KashRamki On the surface, NUAI seems too small and unknown to matter, but:\n\n1. Bill Flores, chair of ERCOT, was a NUAI board member and advisor until NUAI pivoted to AI/HPC, at which point Flores stepped down due to conflict of interest.\n\n2. NUAI hired EYP MCF to design its data centers.", "quoted_text": null, "parent_author": "litigious_dulce", "ret_m1d": -0.05982900496613697, "ret_signed_m1d": -0.05982900496613697, "alpha_spy_m1d": -0.05051081430042803, "alpha_c_m1d": -0.05051081430042803, "bench_spy_m1d": -0.009318190665708936, "bench_c_m1d": -0.009318190665708936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08333340974954728, "ret_signed_p1d": 0.08333340974954728, "alpha_spy_p1d": 0.07642982733154202, "alpha_c_p1d": 0.07642982733154202, "bench_spy_p1d": 0.006903582418005261, "bench_c_p1d": 0.006903582418005261, "ret_p1w": -0.06517090588161334, "ret_signed_p1w": -0.06517090588161334, "alpha_spy_p1w": -0.07481520769333072, "alpha_c_p1w": -0.07481520769333072, "bench_spy_p1w": 0.009644301811717382, "bench_c_p1w": 0.009644301811717382, "ret_p1m": 0.009615401270200552, "ret_signed_p1m": 0.009615401270200552, "alpha_spy_p1m": -0.016161692781366144, "alpha_c_p1m": -0.016161692781366144, "bench_spy_p1m": 0.025777094051566696, "bench_c_p1m": 0.025777094051566696, "ret_p3m": 0.014957302185677035, "ret_signed_p3m": 0.014957302185677035, "alpha_spy_p3m": -0.009408314996305123, "alpha_c_p3m": -0.009408314996305123, "bench_spy_p3m": 0.024365617181982158, "bench_c_p3m": 0.024365617181982158, "ret_p6m": -0.13034181176322668, "ret_signed_p6m": -0.13034181176322668, "alpha_spy_p6m": -0.23471014213159558, "alpha_c_p6m": -0.23471014213159558, "bench_spy_p6m": 0.1043683303683689, "bench_c_p6m": 0.1043683303683689, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009615401270200552, "alpha_spy_stated": -0.016161692781366144, "alpha_c_stated": -0.016161692781366144, "price_path": [-0.8923, -0.8936, -0.8936, -0.909, -0.9188, -0.9135, -0.9194, -0.9297, -0.9201, -0.9171, -0.8776, -0.9147, -0.9103, -0.8996, -0.9036, -0.8974, -0.8838, -0.8703, -0.8194, -0.8032, -0.7051, -0.6068, -0.4658, -0.6068, -0.5983, -0.594, -0.6603, -0.6175, -0.6432, -0.6709, -0.3953, -0.4444, -0.4979, -0.344, -0.2842, -0.3269, -0.0278, 0.2051, -0.0748, -0.1902, -0.156, 0.2521, 0.3397, 0.2051, 0.1816, 0.1944, 0.2105, 0.3504, 0.2436, 0.2115, 0.2906, 0.1474, 0.0865, -0.0598, 0.062, -0.0951, -0.1421, -0.1474, -0.0855, -0.1912, -0.2885, -0.188, -0.0598, 0.0, 0.0833, 0.0833, 0.0876, 0.0342, -0.0652, -0.0962, -0.0545, -0.0769, -0.0684, -0.1453, -0.2393, -0.2308, -0.2842, -0.3152, -0.2821, -0.2949, -0.2244, -0.1944, -0.0855, 0.0214, 0.0096, 0.0096, -0.0256, -0.4252, -0.4936, -0.3739, -0.3739, -0.265, -0.2393, -0.3013, -0.3162, -0.2372, -0.235, -0.2115, -0.0577, -0.1154, -0.0278, -0.0748, -0.0748, 0.1731, 0.4637, 0.7222, 0.5588, 0.3547, 0.6239, 0.641, 0.5748, 0.4658, 0.3056, 0.4241, 0.2393, 0.1132, 0.0812, 0.0833, 0.0662, 0.0726, -0.0171, 0.0513, 0.0513, -0.0887, 0.0107, 0.0342, 0.015, 0.0897, 0.0769, 0.047, 0.0534, -0.0214, -0.0598, -0.0791, 0.0192, 0.0064, -0.0256, -0.0192, -0.0363, 0.1239, 0.0513, 0.0726, 0.188, 0.2778, 0.1325, 0.0491, 0.0588, 0.0598, 0.015, -0.0491, -0.0791, -0.1154, -0.2051, -0.1325, -0.0812, -0.0705, -0.0705, -0.1047, -0.109, -0.1154, -0.062, -0.0833, -0.0214, -0.0812, 0.0919, 0.0641, -0.015, -0.0214, -0.0748, -0.0833, -0.0791, -0.0876, -0.1453, -0.1816, -0.2115, -0.1581, -0.1368, -0.1132, -0.0897, 0.0684, 0.0171, 0.0662, 0.0684, 0.0513, 0.0662, 0.1282, 0.0427, -0.0737, -0.1432, -0.1303]}
{"unit_id": "orig:2041555836258976169", "ticker_idx": 0, "ts": "2026-04-07T16:36:56+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still got all my $intc leaps", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding INTC long-dated calls; bullish on Lip Bu Tan / Elon Musk collaboration.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I love this. Lip Bu Tan, dressed like he's from the future, is shaking hands with Elon Musk.  \n\nStill got all my $intc leaps. https://t.co/OqenIpV2VV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04025706056053624, "ret_signed_m1d": -0.04025706056053624, "alpha_spy_m1d": -0.03981725351125909, "alpha_c_m1d": -0.03045465253356605, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.009802408026970189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11415613178881467, "ret_signed_p1d": 0.11415613178881467, "alpha_spy_p1d": 0.08868649527662376, "alpha_c_p1d": 0.0565916909721218, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.057564440816692874, "ret_p1w": 0.2060102354434621, "ret_signed_p1w": 0.2060102354434621, "alpha_spy_p1w": 0.15255297887777775, "alpha_c_p1w": 0.07572764754974504, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.13028258789371705, "ret_p1m": 1.1358911824256586, "ret_signed_p1m": 1.1358911824256586, "alpha_spy_p1m": 1.0227118787168914, "alpha_c_p1m": 0.7611474511018406, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.374743731323818, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1358911824256586, "alpha_spy_stated": 1.0227118787168914, "alpha_c_stated": 0.7611474511018406, "price_path": [-0.223, -0.1391, -0.1673, -0.1062, -0.0792, -0.0868, -0.1125, -0.1125, -0.0822, 0.0253, 0.0266, -0.1482, -0.1969, -0.1697, -0.0781, -0.0803, -0.1217, -0.0775, -0.0692, -0.0815, -0.0883, -0.0438, -0.0505, -0.1092, -0.0873, -0.1215, -0.1157, -0.1157, -0.1272, -0.1408, -0.1567, -0.1663, -0.1754, -0.1283, -0.114, -0.1408, -0.138, -0.14, -0.1854, -0.1385, -0.1315, -0.1794, -0.1385, -0.1159, -0.0932, -0.1448, -0.1349, -0.1351, -0.1673, -0.1489, -0.1272, -0.1709, -0.1682, -0.1673, -0.1083, -0.1665, -0.1848, -0.2215, -0.1659, -0.0922, -0.0478, -0.0478, -0.0403, 0.0, 0.1142, 0.1665, 0.179, 0.2319, 0.206, 0.2274, 0.2947, 0.2947, 0.2417, 0.2523, 0.2336, 0.2621, 0.56, 0.6063, 0.5974, 0.7908, 0.7857, 0.8828, 0.8102, 1.044, 1.1359, 1.0718, 1.361, 1.4464, 1.2795, 1.2735, 1.1911, 1.0558, 1.0444, 1.0941, 1.2483, 1.2397, 1.265, 1.265, 1.3345, 1.3015, 1.2848, 1.1675, 1.0663, 1.0399, 1.1302, 1.1126, 0.8743, 1.0841, 1.0397, 1.0231, 1.2105, 1.3544, 1.4166, 1.2122, 1.2888, 1.5324, 1.5324, 1.6638, 1.5001, 1.4882, 1.5112, 1.4253, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2045146939189076300", "ticker_idx": 0, "ts": "2026-04-17T14:26:41+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel $INTC is a wonderful comeback story. Intel GPUs are selling out. Google, Nvidia, and many others are partnering because the company is now customer-first.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC on GPU sellouts, major partnerships, and Lip-Bu Tan's customer-first reorganization; also endorses TSM as the model to emulate.", "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": "Intel $INTC is a wonderful comeback story. Intel GPUs are selling out. Google, Nvidia, and many others are partnering because the company is now customer-first. It's not engineering first where customers always get the engineers answer: It's too hard, we can't do it.  In the age of AI, and custom chips, you want to be customer first like $TSM.  This is all thanks for Lip-Bu Tan's leadership to reorganize the eng and product to report directly to him and giving them clear mandates.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC traded at its highest level since 2000 as the market begins to price in the CPU bottleneck and rising server demand tied to agentic AI.\n\nThe fact that Intel is already prioritizing data center CPU supply makes that move easier to understand. https://t.co/Nnk2HvOlho", "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.011941366494566119, "alpha_c_m1d": 0.02016549421598668, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04087595695996804, "ret_signed_p1d": -0.04087595695996804, "alpha_spy_p1d": -0.038876221844948544, "alpha_c_p1d": -0.040445044762766225, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.2049635170149977, "ret_signed_p1w": 0.2049635170149977, "alpha_spy_p1w": 0.19961247849612018, "alpha_c_p1w": 0.1138742408048159, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.5791240608605155, "ret_signed_p1m": 0.5791240608605155, "alpha_spy_p1m": 0.5389770970895253, "alpha_c_p1m": 0.4024609084228601, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5791240608605155, "alpha_spy_stated": 0.5389770970895253, "alpha_c_stated": 0.4024609084228601, "price_path": [-0.2911, -0.208, -0.207, -0.342, -0.3797, -0.3587, -0.2879, -0.2896, -0.3216, -0.2874, -0.281, -0.2905, -0.2958, -0.2615, -0.2666, -0.312, -0.295, -0.3215, -0.3169, -0.3169, -0.3258, -0.3364, -0.3486, -0.3561, -0.3631, -0.3267, -0.3156, -0.3364, -0.3342, -0.3358, -0.3708, -0.3346, -0.3292, -0.3661, -0.3346, -0.3171, -0.2996, -0.3394, -0.3318, -0.332, -0.3568, -0.3426, -0.3258, -0.3596, -0.3575, -0.3568, -0.3112, -0.3562, -0.3704, -0.3987, -0.3558, -0.2988, -0.2645, -0.2645, -0.2587, -0.2276, -0.1394, -0.099, -0.0893, -0.0485, -0.0685, -0.052, 0.0, 0.0, -0.0409, -0.0327, -0.0472, -0.0251, 0.205, 0.2407, 0.2339, 0.3832, 0.3793, 0.4543, 0.3982, 0.5788, 0.6498, 0.6003, 0.8236, 0.8896, 0.7607, 0.7561, 0.6924, 0.5879, 0.5791, 0.6175, 0.7366, 0.7299, 0.7495, 0.7495, 0.8032, 0.7777, 0.7648, 0.6742, 0.5961, 0.5756, 0.6454, 0.6318, 0.4477, 0.6098, 0.5755, 0.5626, 0.7074, 0.8185, 0.8666, 0.7088, 0.7679, 0.9561, 0.9561, 1.0575, 0.9311, 0.9219, 0.9397, 0.8733, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2045146939189076300", "ticker_idx": 1, "ts": "2026-04-17T14:26:41+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you want to be customer first like $TSM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC on GPU sellouts, major partnerships, and Lip-Bu Tan's customer-first reorganization; also endorses TSM as the model to emulate.", "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": "quote", "lang": "en", "tweet_text": "Intel $INTC is a wonderful comeback story. Intel GPUs are selling out. Google, Nvidia, and many others are partnering because the company is now customer-first. It's not engineering first where customers always get the engineers answer: It's too hard, we can't do it.  In the age of AI, and custom chips, you want to be customer first like $TSM.  This is all thanks for Lip-Bu Tan's leadership to reorganize the eng and product to report directly to him and giving them clear mandates.", "reply_text": null, "parent_text": null, "quoted_text": "$INTC traded at its highest level since 2000 as the market begins to price in the CPU bottleneck and rising server demand tied to agentic AI.\n\nThe fact that Intel is already prioritizing data center CPU supply makes that move easier to understand. https://t.co/Nnk2HvOlho", "parent_author": null, "ret_m1d": -0.019298261691806262, "ret_signed_m1d": -0.019298261691806262, "alpha_spy_m1d": -0.007356895197240143, "alpha_c_m1d": 0.0008672325241804169, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02016549421598668, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011498013693489795, "ret_signed_p1d": -0.011498013693489795, "alpha_spy_p1d": -0.009498278578470298, "alpha_c_p1d": -0.011067101496287979, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.00043091219720181595, "ret_p1w": 0.08626177007456715, "ret_signed_p1w": 0.08626177007456715, "alpha_spy_p1w": 0.08091073155568962, "alpha_c_p1w": -0.004827506135614668, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": 0.09108927621018181, "ret_p1m": 0.06869102578487318, "ret_signed_p1m": 0.06869102578487318, "alpha_spy_p1m": 0.028544062013883043, "alpha_c_p1m": -0.10797212665278222, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": 0.1766631524376554, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06869102578487318, "alpha_spy_stated": 0.028544062013883043, "alpha_c_stated": -0.10797212665278222, "price_path": [-0.1195, -0.1223, -0.1189, -0.0987, -0.1045, -0.0894, -0.0787, -0.0861, -0.1103, -0.0812, -0.0963, -0.1233, -0.1098, -0.0611, -0.0434, -0.0259, 0.0069, -0.0093, -0.014, -0.014, -0.0198, -0.025, -0.03, -0.0027, -0.004, 0.0382, 0.0436, 0.0142, 0.0082, -0.0066, -0.0496, -0.038, -0.0476, -0.0879, -0.0615, -0.0658, -0.0457, -0.0938, -0.0894, -0.0843, -0.0662, -0.0835, -0.0856, -0.1114, -0.0865, -0.0735, -0.0614, -0.1198, -0.1181, -0.1457, -0.0879, -0.0783, -0.0849, -0.0849, -0.0776, -0.068, -0.0124, -0.0135, 0.0003, -0.0025, 0.0253, 0.0124, -0.0193, 0.0, -0.0115, -0.0065, 0.0457, 0.0328, 0.0863, 0.0931, 0.0589, 0.063, 0.069, 0.0733, 0.084, 0.0645, 0.1323, 0.1178, 0.1111, 0.0919, 0.0723, 0.0791, 0.1274, 0.0914, 0.0687, 0.0597, 0.084, 0.0989, 0.0918, 0.0918, 0.1129, 0.141, 0.1467, 0.1294, 0.1758, 0.2056, 0.1787, 0.2009, 0.1206, 0.152, 0.155, 0.1032, 0.1392, 0.1469, 0.1942, 0.152, 0.1691, 0.2502, 0.2502, 0.2652, 0.1806, 0.1926, 0.1768, 0.1697, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1987324130350272731", "ticker_idx": 0, "ts": "2025-11-09T00:59:30+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "JPM owns $31m $iren @ approx $50, while their analyst set target price of $26. Here is your signal...", "tweet_type": "analysis", "timeline": "unspecified", "summary": "JPM's proprietary holding at ~$50 vs analyst PT of $26 signals bullish divergence; implied long.", "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": "JPM owns $31m $iren @ approx $50, while their analyst set target price of $26.\n\nHere is your signal...", "reply_text": null, "parent_text": null, "quoted_text": "@otium33 @TheTechInvest https://t.co/5i8lsvp4FU", "parent_author": null, "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209393157784148, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.003586959120562283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04636857546507356, "ret_signed_p1d": -0.04636857546507356, "alpha_spy_p1d": -0.048657752492927475, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892350196109386, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.2238868251905186, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603947602552986, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841039545922464, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22153894668451635, "alpha_spy_stated": -0.2238868251905186, "alpha_c_stated": -0.22739129995946072, "price_path": [-0.7053, -0.6829, -0.6728, -0.6559, -0.6887, -0.6716, -0.6744, -0.6438, -0.6158, -0.6179, -0.6285, -0.6171, -0.5599, -0.5599, -0.5162, -0.5312, -0.5657, -0.5654, -0.5647, -0.4983, -0.4411, -0.454, -0.4356, -0.3827, -0.3942, -0.3701, -0.3964, -0.3578, -0.3036, -0.3058, -0.2166, -0.2307, -0.3043, -0.2367, -0.22, -0.2176, -0.2185, -0.1614, -0.0402, 0.0251, -0.0013, 0.0612, -0.0066, 0.066, 0.1561, 0.1298, 0.0276, 0.0091, -0.0158, -0.0827, -0.1386, -0.0716, 0.0454, 0.0801, 0.0374, 0.0042, -0.0324, 0.0096, 0.126, 0.1074, 0.2699, 0.1128, 0.0367, 0.0, -0.0464, -0.0743, -0.1915, -0.2294, -0.2121, -0.1881, -0.2383, -0.2775, -0.2977, -0.1941, -0.2111, -0.1948, -0.1948, -0.2054, -0.1941, -0.3166, -0.2694, -0.228, -0.2569, -0.2298, -0.2215, -0.2701, -0.2697, -0.3331, -0.4103, -0.3919, -0.4386, -0.405, -0.3365, -0.3013, -0.3008, -0.3023, -0.3023, -0.3302, -0.345, -0.3635, -0.3723, -0.3723, -0.2903, -0.1983, -0.237, -0.275, -0.2408, -0.235, -0.1635, -0.1193, -0.1212, -0.1376, -0.0391, -0.0391, -0.0982, -0.1112, -0.1315, -0.058, -0.1298, -0.003, 0.046, -0.0055, -0.1069, -0.1178, -0.0961, -0.2531, -0.3387, -0.3048, -0.233, -0.2865, -0.2908, -0.3347, -0.2983, -0.2983, -0.3191, -0.3006, -0.2805, -0.3355, -0.296, -0.2446, -0.2682, -0.2647, -0.3194, -0.3121, -0.3543, -0.2714, -0.3331, -0.3901, -0.3545, -0.3665, -0.3023, -0.3124, -0.309, -0.2531, -0.286, -0.2985, -0.3076, -0.3138, -0.2993, -0.3166, -0.3115, -0.3776, -0.4168, -0.4745, -0.4303, -0.4334, -0.4221, -0.4221, -0.4162, -0.406, -0.3879, -0.3841, -0.3465, -0.2842, -0.2127, -0.1886, -0.2072, -0.2003, -0.1903, -0.2493, -0.1958, -0.1354, -0.1584, -0.1963, -0.2614, -0.2877, -0.2436, -0.2412, -0.1777, -0.0902]}
{"unit_id": "quote:1988054851603886531", "ticker_idx": 0, "ts": "2025-11-11T01:23:07+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This has to be scam. Convertibles to buy back shares?", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Bearish CLSK: calls the convertible-offering-to-buy-back-shares structure a scam, implying the stock is fraudulent/uninvestable.", "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": "quote", "lang": "en", "tweet_text": "This has to be scam.  Convertibles to buy back shares? $clsk.", "reply_text": null, "parent_text": null, "quoted_text": "&gt; The Company $CLSK intends to use up to $400 million of the net proceeds from the offering to repurchase shares of the Company's common stock\n\nThat is a big freakin' red flag. For one, who are they buying from? The own executive team? at what price. Shady!\n\nAnd if you buy back https://t.co/cXLcYNd47E", "parent_author": null, "ret_m1d": 0.07013169464767688, "ret_signed_m1d": -0.07013169464767688, "alpha_spy_m1d": -0.07241564331271388, "alpha_c_m1d": -0.07464204750245829, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.004510352854781408, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05090780695649222, "ret_signed_p1d": 0.05090780695649222, "alpha_spy_p1d": 0.051464197322856564, "alpha_c_p1d": 0.05955277086989608, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.008644963913403858, "ret_p1w": -0.23033105298002, "ret_signed_p1w": 0.23033105298002, "alpha_spy_p1w": 0.1967732803327471, "alpha_c_p1w": 0.19575112476136125, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.03457992821865874, "ret_p1m": 0.03453183724048947, "ret_signed_p1m": -0.03453183724048947, "alpha_spy_p1m": -0.027840646147925252, "alpha_c_p1m": -0.021752189703419633, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.012779647537069838, "ret_p3m": -0.28230688010321003, "ret_signed_p3m": 0.28230688010321003, "alpha_spy_p3m": 0.29645144951248015, "alpha_c_p3m": 0.3056041050708098, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.023297224967599783, "ret_p6m": 0.03239586480843326, "ret_signed_p6m": -0.03239586480843326, "alpha_spy_p6m": 0.04814360047834931, "alpha_c_p6m": -0.0497122788761829, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": -0.01731641406774964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03453183724048947, "alpha_spy_stated": -0.027840646147925252, "alpha_c_stated": -0.021752189703419633, "price_path": [-0.2916, -0.3058, -0.2994, -0.3336, -0.3243, -0.3357, -0.3008, -0.3272, -0.3108, -0.3179, -0.32, -0.3257, -0.3257, -0.3136, -0.3279, -0.3535, -0.3421, -0.3471, -0.3115, -0.2859, -0.2738, -0.2631, -0.2674, -0.2026, -0.1855, -0.0417, -0.0303, -0.0217, -0.0096, 0.0288, -0.026, -0.0773, 0.0587, 0.0324, 0.0388, 0.078, 0.1349, 0.241, 0.2787, 0.3514, 0.4304, 0.3727, 0.4268, 0.565, 0.6518, 0.4233, 0.3902, 0.4525, 0.3364, 0.2004, 0.2581, 0.3788, 0.4382, 0.3635, 0.345, 0.2595, 0.2674, 0.2403, 0.1549, 0.1805, 0.0965, 0.1086, 0.0701, 0.0, -0.0509, -0.147, -0.2197, -0.2446, -0.2303, -0.2723, -0.3037, -0.3072, -0.1826, -0.1584, -0.0424, -0.0424, 0.0751, 0.0025, -0.0239, 0.0317, 0.0701, -0.0235, -0.011, 0.0573, 0.0345, 0.0552, -0.0011, -0.1517, -0.1556, -0.1826, -0.2026, -0.1435, -0.1385, -0.1805, -0.1883, -0.1883, -0.2232, -0.2367, -0.2581, -0.2795, -0.2795, -0.1776, -0.1242, -0.1463, -0.1506, -0.1463, -0.1734, -0.1485, -0.1064, -0.0502, -0.0936, -0.0481, -0.0481, -0.0915, -0.0879, -0.0609, -0.0239, -0.1143, -0.0552, -0.0424, -0.1036, -0.157, -0.214, -0.1912, -0.2723, -0.4115, -0.2823, -0.2745, -0.2859, -0.3151, -0.3371, -0.2987, -0.2987, -0.3393, -0.34, -0.3008, -0.3129, -0.3008, -0.2631, -0.256, -0.2567, -0.2916, -0.2488, -0.2958, -0.241, -0.2916, -0.3443, -0.3158, -0.3143, -0.3015, -0.32, -0.3051, -0.2866, -0.2802, -0.2965, -0.3001, -0.3307, -0.2894, -0.3179, -0.2909, -0.3378, -0.3834, -0.4176, -0.3941, -0.3863, -0.3742, -0.3742, -0.3521, -0.3549, -0.2965, -0.2738, -0.2866, -0.2339, -0.1976, -0.1983, -0.1869, -0.1477, -0.142, -0.1805, -0.1307, -0.1292, -0.0915, -0.1278, -0.1606, -0.1905, -0.1079, -0.1335, -0.0872, -0.0452, 0.0324]}
{"unit_id": "reply:2012906264922042746", "ticker_idx": 0, "ts": "2026-01-18T15:13:46+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think 2026 has everything for it to make a breakout w/ AI enterprise spending, and perhaps a stronger economy", "tweet_type": "prediction", "timeline": "years", "summary": "Long AMZN into 2026 breakout on expanding ads, AWS growth, margin improvement, and AI enterprise spending.", "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": "Entire 2025 was consolidation. I'm looking expanding ads and aws revenue expansion, margin improving.  Never know when it will make a breakout but I think 2026 has everything for it to make a breakout w/ AI enterprise spending, and perhaps a stronger economy. I'm growing tired of $TSLA. I'll hold my shares, and I still have $500k Dec leaps to sell.", "reply_text": null, "parent_text": "@DeepValueBagger Lots of potential catalysts for $AMZN in the next coming years. I’m yet to initiate a position but it does intrigue me more and more as it continues to consolidate sideways. Often the biggest moves follow large periods of consolidation, $TSLA is in a very similar position also.", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": 0.03515149401379869, "ret_signed_m1d": 0.03515149401379869, "alpha_spy_m1d": 0.014371683556546389, "alpha_c_m1d": 0.008455732555763262, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.026695761458035427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001341980773133189, "ret_signed_p1d": 0.001341980773133189, "alpha_spy_p1d": -0.01019912850852811, "alpha_c_p1d": -0.01779832190049424, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.01914030267362743, "ret_p1w": 0.059220747514204586, "ret_signed_p1w": 0.059220747514204586, "alpha_spy_p1w": 0.032788468558513584, "alpha_c_p1w": 0.029251050373028997, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.02996969714117559, "ret_p1m": -0.11346323252756363, "ret_signed_p1m": -0.11346323252756363, "alpha_spy_p1m": -0.1263177784727626, "alpha_c_p1m": -0.09583382869727819, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": -0.01762940383028544, "ret_p3m": 0.08467531410646645, "ret_signed_p3m": 0.08467531410646645, "alpha_spy_p3m": 0.03375963032884011, "alpha_c_p3m": 0.07181537602399612, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.012859938082470324, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0429, -0.0294, -0.0174, -0.0076, -0.003, -0.0352, 0.0572, 0.0996, 0.0793, 0.0831, 0.0521, 0.0581, 0.0753, 0.0784, 0.0571, 0.0285, 0.016, 0.0081, -0.0366, -0.036, -0.06, -0.0446, -0.0204, -0.0058, -0.008, -0.008, 0.0096, 0.0125, 0.0148, 0.006, -0.0082, -0.0064, -0.0178, -0.0133, 0.0034, -0.0031, -0.0208, -0.0366, -0.0365, -0.0421, -0.0184, -0.0158, -0.0111, 0.0049, 0.006, 0.006, 0.0066, 0.0046, 0.0066, -0.0008, -0.0008, -0.0195, 0.0089, 0.043, 0.0457, 0.0662, 0.0709, 0.067, 0.0502, 0.0245, 0.0311, 0.0352, 0.0352, 0.0, 0.0013, 0.0145, 0.0353, 0.0321, 0.0592, 0.052, 0.0465, 0.0359, 0.0518, 0.033, 0.0086, -0.036, -0.0895, -0.0965, -0.1041, -0.1165, -0.1359, -0.1394, -0.1394, -0.1292, -0.1135, -0.1132, -0.0904, -0.1114, -0.0971, -0.0881, -0.0999, -0.0909, -0.0979, -0.0964, -0.0614, -0.0522, -0.077, -0.0758, -0.0722, -0.0794, -0.0929, -0.101, -0.0834, -0.0684, -0.0915, -0.0963, -0.111, -0.0903, -0.1029, -0.0835, -0.1016, -0.1371, -0.1301, -0.0984, -0.0884, -0.0919, -0.0919, -0.0788, -0.0746, -0.0422, 0.0115, 0.0319, 0.0385, 0.078, 0.0758, 0.081, 0.0847, 0.0748, 0.0819, 0.1055, 0.1042, 0.1428, 0.1304, 0.1242, 0.1387, 0.1474, 0.1613, 0.1777, 0.1842, 0.1904, 0.1739, 0.1804, 0.1645, 0.1507, 0.1694, 0.1568, 0.1435, 0.1466, 0.1227, 0.1472, 0.1622, 0.1529, 0.1529, 0.1484, 0.1768, 0.1861, 0.1716, 0.131, 0.1105, 0.0823, 0.0987, 0.0651, 0.0616, 0.0571, 0.0303, 0.0455, 0.0327, 0.065, 0.0649, 0.0281, 0.058, 0.058, 0.0077, 0.0135, 0.0142, -0.0173, 0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1987360603179033060", "ticker_idx": 0, "ts": "2025-11-09T03:24:25+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Even forward p/s is so low and layering in more deals in next 6 months make this a no brainer", "tweet_type": "prediction", "timeline": "months", "summary": "Long IREN: low forward P/S plus upcoming deal flow make it a no-brainer.", "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": "@KentEkasak Even forward p/s is so low and layering in more deals in next 6 months make this a no brainer.", "reply_text": null, "parent_text": "$IREN is an AI macro play, and its performance is deeply tied to the AI cycle.\n\nIf you see it otherwise, you’ll end up crafting the wrong strategy and playing with the wrong playbook — trading in and out for small gains while missing the potential 5–10x upside that comes from", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209393157784148, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.003586959120562283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04636857546507356, "ret_signed_p1d": -0.04636857546507356, "alpha_spy_p1d": -0.048657752492927475, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892350196109386, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.2238868251905186, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603947602552986, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841039545922464, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22153894668451635, "alpha_spy_stated": -0.2238868251905186, "alpha_c_stated": -0.22739129995946072, "price_path": [-0.7053, -0.6829, -0.6728, -0.6559, -0.6887, -0.6716, -0.6744, -0.6438, -0.6158, -0.6179, -0.6285, -0.6171, -0.5599, -0.5599, -0.5162, -0.5312, -0.5657, -0.5654, -0.5647, -0.4983, -0.4411, -0.454, -0.4356, -0.3827, -0.3942, -0.3701, -0.3964, -0.3578, -0.3036, -0.3058, -0.2166, -0.2307, -0.3043, -0.2367, -0.22, -0.2176, -0.2185, -0.1614, -0.0402, 0.0251, -0.0013, 0.0612, -0.0066, 0.066, 0.1561, 0.1298, 0.0276, 0.0091, -0.0158, -0.0827, -0.1386, -0.0716, 0.0454, 0.0801, 0.0374, 0.0042, -0.0324, 0.0096, 0.126, 0.1074, 0.2699, 0.1128, 0.0367, 0.0, -0.0464, -0.0743, -0.1915, -0.2294, -0.2121, -0.1881, -0.2383, -0.2775, -0.2977, -0.1941, -0.2111, -0.1948, -0.1948, -0.2054, -0.1941, -0.3166, -0.2694, -0.228, -0.2569, -0.2298, -0.2215, -0.2701, -0.2697, -0.3331, -0.4103, -0.3919, -0.4386, -0.405, -0.3365, -0.3013, -0.3008, -0.3023, -0.3023, -0.3302, -0.345, -0.3635, -0.3723, -0.3723, -0.2903, -0.1983, -0.237, -0.275, -0.2408, -0.235, -0.1635, -0.1193, -0.1212, -0.1376, -0.0391, -0.0391, -0.0982, -0.1112, -0.1315, -0.058, -0.1298, -0.003, 0.046, -0.0055, -0.1069, -0.1178, -0.0961, -0.2531, -0.3387, -0.3048, -0.233, -0.2865, -0.2908, -0.3347, -0.2983, -0.2983, -0.3191, -0.3006, -0.2805, -0.3355, -0.296, -0.2446, -0.2682, -0.2647, -0.3194, -0.3121, -0.3543, -0.2714, -0.3331, -0.3901, -0.3545, -0.3665, -0.3023, -0.3124, -0.309, -0.2531, -0.286, -0.2985, -0.3076, -0.3138, -0.2993, -0.3166, -0.3115, -0.3776, -0.4168, -0.4745, -0.4303, -0.4334, -0.4221, -0.4221, -0.4162, -0.406, -0.3879, -0.3841, -0.3465, -0.2842, -0.2127, -0.1886, -0.2072, -0.2003, -0.1903, -0.2493, -0.1958, -0.1354, -0.1584, -0.1963, -0.2614, -0.2877, -0.2436, -0.2412, -0.1777, -0.0902]}
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{"unit_id": "orig:2039795108199989607", "ticker_idx": 1, "ts": "2026-04-02T20:00:26+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "should have YOLO on $NBIS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Disappointed with TSLA; regrets not going all-in on NBIS instead.", "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": "Continued to be disappointed $TSLA investor, should have YOLO on $NBIS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03305492438635538, "ret_signed_m1d": -0.03305492438635538, "alpha_spy_m1d": -0.02835031725169701, "alpha_c_m1d": -0.03251805378483241, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0005368706015229652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043184650531498336, "ret_signed_p1d": 0.043184650531498336, "alpha_spy_p1d": 0.04274464996687111, "alpha_c_p1d": 0.04264777992997537, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0005368706015229652, "ret_p1w": 0.37337832149660866, "ret_signed_p1w": 0.37337832149660866, "alpha_spy_p1w": 0.3321448451986906, "alpha_c_p1w": 0.3459981945928279, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.027380126903780777, "ret_p1m": 0.5631775078888712, "ret_signed_p1m": 0.5631775078888712, "alpha_spy_p1m": 0.46477553273395156, "alpha_c_p1m": 0.5285497647514759, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.03462774313739536, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5631775078888712, "alpha_spy_stated": 0.46477553273395156, "alpha_c_stated": 0.5285497647514759, "price_path": [-0.1451, -0.1354, -0.1298, -0.0463, -0.0632, -0.0938, -0.0769, -0.0339, -0.0339, -0.1177, -0.1215, -0.1394, -0.1603, -0.1873, -0.1304, -0.1076, -0.1567, -0.243, -0.2166, -0.2007, -0.2679, -0.3436, -0.2349, -0.1747, -0.1844, -0.2126, -0.2027, -0.1291, -0.1291, -0.1335, -0.0954, -0.0438, -0.1299, -0.106, -0.0885, -0.057, -0.0681, -0.1897, -0.1913, -0.2287, -0.1312, -0.1501, -0.2062, -0.1564, -0.1431, -0.0048, -0.04, 0.0036, 0.1538, 0.0337, 0.0535, 0.0798, 0.0451, 0.0143, 0.0211, 0.0227, -0.0584, -0.1041, -0.1802, -0.078, -0.0941, -0.0331, -0.0331, 0.0, 0.0432, 0.1107, 0.2114, 0.2882, 0.3734, 0.439, 0.4819, 0.4692, 0.3963, 0.4143, 0.3911, 0.3874, 0.3958, 0.3076, 0.2881, 0.2041, 0.2546, 0.2283, 0.3728, 0.5676, 0.5632, 0.7335, 0.6418, 0.5732, 0.6536, 0.5915, 0.8417, 0.9651, 0.9543, 0.7759, 0.757, 0.7045, 0.9542, 0.9084, 0.9084, 0.8488, 0.8515, 1.0112, 1.0534, 1.3504, 1.3154, 1.2364, 1.3074, 1.0243, 0.9371, 0.9559, 0.881, 0.9748, 1.0647, 1.3109, 1.3556, 1.4961, 1.5474, 1.5474, 1.5201, 1.4458, 1.3073, 1.2803, 1.1352, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047811829036925336", "ticker_idx": 0, "ts": "2026-04-24T22:56:01+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it's tough for them moving forward", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NOW: AI and open-source tools can replace its products, making growth tough going forward.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I joke that $now is a company for companies who dont know what real ai is.  On serious side, i think a lot of their products can be deployed by ai. I have 35 kubernetes pod providing services $now typically have. It was all thanks to claude code, my own devops and opensource products. I think it's tough for them moving forward.", "reply_text": null, "parent_text": "@DeepValueBagger Congrats! Have you looked at NOW? The stock has been hit hard but seems like the core business has been holding up well.", "quoted_text": null, "parent_author": "marshallswatt", "ret_m1d": -0.00309561955493598, "ret_signed_m1d": 0.00309561955493598, "alpha_spy_m1d": 0.0013757946108687857, "alpha_c_m1d": 0.0013757946108687857, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.0017198249440671942, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004422434148918519, "ret_signed_p1d": -0.0004422434148918519, "alpha_spy_p1d": -0.005308235682011331, "alpha_c_p1d": -0.005308235682011331, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.004865992267119479, "ret_p1w": 0.016804912368661773, "ret_signed_p1w": -0.016804912368661773, "alpha_spy_p1w": -0.012833828016467708, "alpha_c_p1w": -0.012833828016467708, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.003971084352194065, "ret_p1m": 0.10469874560772063, "ret_signed_p1m": -0.10469874560772063, "alpha_spy_p1m": -0.055171979826658335, "alpha_c_p1m": -0.055171979826658335, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.0495267657810623, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10469874560772063, "alpha_spy_stated": -0.055171979826658335, "alpha_c_stated": -0.055171979826658335, "price_path": [0.4331, 0.2905, 0.2936, 0.3046, 0.2136, 0.228, 0.1347, 0.1138, 0.1484, 0.1772, 0.112, 0.142, 0.1839, 0.1839, 0.1709, 0.1919, 0.1871, 0.1528, 0.1144, 0.1331, 0.1523, 0.2084, 0.1941, 0.2097, 0.2514, 0.2588, 0.3309, 0.3747, 0.348, 0.2892, 0.2784, 0.249, 0.2562, 0.2701, 0.2904, 0.2572, 0.2523, 0.2203, 0.2266, 0.157, 0.1394, 0.1458, 0.0991, 0.1605, 0.1559, 0.1502, 0.1277, 0.1277, 0.1323, 0.1117, 0.0776, -0.0071, -0.0824, -0.0154, -0.0294, 0.0413, 0.0662, 0.0687, 0.1025, 0.1071, 0.1395, -0.0627, -0.0031, 0.0, 0.0004, -0.0172, -0.0237, 0.0078, 0.0168, 0.0172, -0.0155, 0.0347, 0.0081, 0.0115, -0.016, -0.0376, 0.0006, 0.0511, 0.1434, 0.1258, 0.1421, 0.1022, 0.1291, 0.1291, 0.1047, 0.129, 0.2021, 0.375, 0.502, 0.4113, 0.3035, 0.3196, 0.2432, 0.2625, 0.1826, 0.1726, 0.1396, 0.1294, 0.1515, 0.1203, 0.0556, 0.0507, 0.0507, 0.0283, 0.0607, 0.037, -0.0103, 0.0872, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019083925465817422", "ticker_idx": 0, "ts": "2026-02-04T16:21:35+00:00", "symbol": "SNAP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNAP is another company that is scamming its shareholders", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SNAP: bloated headcount (~5000 high-paid engineers) burning ~$1B/year, scamming shareholders; AI will expose similar SaaS overstaffing.", "resolved_tickers": ["SNAP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$SNAP is another company that is scamming its shareholders. Like @realroseceline said, $1b every year.  My first indication was why the hell does it take 5000 high paying employees (mostly software eng) to add features, and maintain that app. Doesn't it remind you of Twitter?\n\n---\n\n@realroseceline Now imagine how many SaaS companies are doing it? AI will expose a lot of them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03214891068121717, "ret_signed_m1d": -0.03214891068121717, "alpha_spy_m1d": -0.027281479832169664, "alpha_c_m1d": -0.024100970853162096, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.008047939828055073, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1336717398053665, "ret_signed_p1d": 0.1336717398053665, "alpha_spy_p1d": 0.12118245574504227, "alpha_c_p1d": 0.12862040057567237, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.005051339229694141, "ret_p1w": -0.1556683756424796, "ret_signed_p1w": 0.1556683756424796, "alpha_spy_p1w": 0.16407713002531799, "alpha_c_p1w": 0.15515467455987708, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.0005137010826025135, "ret_p1m": -0.09644665136054309, "ret_signed_p1m": 0.09644665136054309, "alpha_spy_p1m": 0.08933485318137879, "alpha_c_p1m": 0.11048779238532003, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": 0.014041141024776937, "ret_p3m": 0.043993271674226175, "ret_signed_p3m": -0.043993271674226175, "alpha_spy_p3m": 0.005236338665726814, "alpha_c_p3m": -0.04681445573715437, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": -0.002821184062928195, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09644665136054309, "alpha_spy_stated": 0.08933485318137879, "alpha_c_stated": 0.11048779238532003, "price_path": [0.3892, 0.4704, 0.4822, 0.5381, 0.4518, 0.4501, 0.3841, 0.3959, 0.3587, 0.3164, 0.3012, 0.2995, 0.2927, 0.2876, 0.2876, 0.2995, 0.2927, 0.2893, 0.2961, 0.313, 0.3384, 0.3587, 0.3401, 0.3401, 0.2927, 0.2369, 0.2284, 0.247, 0.269, 0.291, 0.2809, 0.3435, 0.3215, 0.3283, 0.3283, 0.3299, 0.3333, 0.3655, 0.3655, 0.3655, 0.3756, 0.3959, 0.4873, 0.4585, 0.4213, 0.3892, 0.3858, 0.3519, 0.3367, 0.313, 0.2741, 0.2741, 0.2437, 0.247, 0.2961, 0.2893, 0.2792, 0.2623, 0.2978, 0.225, 0.1726, 0.1269, 0.0321, 0.0, -0.1337, -0.1168, -0.1218, -0.1151, -0.1557, -0.1844, -0.1827, -0.1827, -0.1997, -0.1743, -0.154, -0.1303, -0.1658, -0.1591, -0.1421, -0.11, -0.1184, -0.11, -0.1117, -0.0914, -0.0964, -0.1269, -0.132, -0.1692, -0.1777, -0.2132, -0.2284, -0.2081, -0.2132, -0.2183, -0.2284, -0.242, -0.2369, -0.2623, -0.2403, -0.3215, -0.335, -0.3198, -0.2217, -0.1709, -0.2166, -0.2166, -0.203, -0.1878, -0.1997, -0.1624, -0.1844, -0.1286, -0.0525, 0.022, 0.0186, 0.0203, 0.0152, -0.0457, -0.0118, -0.0575, -0.044, 0.0254, 0.0068, 0.0118, 0.0271, 0.0643, 0.044, 0.0338, 0.0338, 0.0118, 0.0288, -0.0271, -0.0609, -0.0508, -0.0931, -0.0643, -0.0406, -0.0609, -0.0491, -0.0372, -0.0321, -0.0321, -0.0271, -0.0051, 0.0, -0.0338, -0.0085, -0.0254, -0.0305, 0.0271, -0.0254, -0.044, -0.0541, -0.0897, -0.0981, -0.11, -0.0338, -0.1269, -0.198, -0.2115, -0.2115, -0.2166, -0.2453, -0.2335, -0.2657, -0.2538, null, null, 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:2047660339077009673", "ticker_idx": 0, "ts": "2026-04-24T12:54:03+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Street-high now $111 (Evercore), up from pre-print $95 (HSBC). With INTC premkt at ~$85, stock is trading at the arithmetic mean PT ($82.77) — meaning the broader Street now catches up or the stock consolidates.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish INTC: mass PT upgrades + two rating upgrades signal capitulation by bears; stock at mean PT implies upside as Street catches up.", "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": "reply_other", "lang": "en", "tweet_text": "I'm looking at this too.\n\nThis is the cleanest \"capitulation by the bears\" print the Street has delivered in semiconductor coverage in recent memory. Zero downgrades. Zero PT cuts. Every single firm raised targets — including the bears (JPM Underweight, Bernstein Market Perform), who were forced to mark up but kept their ratings. Two clean rating upgrades in the cycle: Evercore ISI → Outperform and Citi → Buy. Street-high now $111 (Evercore), up from pre-print $95 (HSBC).\nWith INTC premkt at ~$85, stock is trading at the arithmetic mean PT ($82.77) — meaning the broader Street now catches up or the stock consolidates.", "reply_text": null, "parent_text": "$INTC | Intel (INTC) Analyst Price Target Updates\n\n$INTC Targets Explode Higher! KeyBanc leads with $110, Benchmark at $105, Citi nearly doubles to $95. Massive re-rating underway across Wall Street https://t.co/9rLZV8h6CY", "quoted_text": null, "parent_author": "AIStockSavvy", "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45190204759673613, "alpha_spy_stated": 0.407500576661624, "alpha_c_stated": 0.31391925684967736, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.5546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029929950497628583", "ticker_idx": 0, "ts": "2026-03-06T14:39:49+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 proven on multiple dc, and platform", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS on proven multi-DC execution; bearish IREN given high execution risk and dependence on Microsoft deal.", "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 @daniel_koss Comes down to execution risk.  $nbis proven on multiple dc, and platform.  $iren they fuck up they lose Microsoft deal and everything after.  Their livelihood rests not just the founders but also the guys below them.", "reply_text": null, "parent_text": "$NBIS a great post here by @daniel_koss .  If you invest in $IREN I suggest you read this to the end. I’d also like to hear @DeepValueBagger thoughts on this as he also made the switch.  Overall, I agree 100% with this take.  I’m not as bearish as Daniel on the other DC plays.", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": 0.07074890367490316, "ret_signed_m1d": 0.07074890367490316, "alpha_spy_m1d": 0.05746769523970774, "alpha_c_m1d": 0.062405620050885346, "bench_spy_m1d": 0.013281208435195424, "bench_c_m1d": 0.008343283624017817, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06280085632329291, "ret_signed_p1d": 0.06280085632329291, "alpha_spy_p1d": 0.05404089480098029, "alpha_c_p1d": 0.06194954218262594, "bench_spy_p1d": 0.00875996152231262, "bench_c_p1d": 0.00085131414066697, "ret_p1w": 0.2644127911455638, "ret_signed_p1w": 0.2644127911455638, "alpha_spy_p1w": 0.27941912576437655, "alpha_c_p1w": 0.2900385815150587, "bench_spy_p1w": -0.015006334618812733, "bench_c_p1w": -0.02562579036949486, "ret_p1m": 0.25982311215406173, "ret_signed_p1m": 0.25982311215406173, "alpha_spy_p1m": 0.277150208726724, "alpha_c_p1m": 0.3053140315243362, "bench_spy_p1m": -0.017327096572662293, "bench_c_p1m": -0.045490919370274496, "ret_p3m": 1.8174184206530173, "ret_signed_p3m": 1.8174184206530173, "alpha_spy_p3m": 1.6926082242300988, "alpha_c_p3m": 1.8601763283004262, "bench_spy_p3m": 0.12481019642291846, "bench_c_p3m": -0.042757907647408944, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25982311215406173, "alpha_spy_stated": 0.277150208726724, "alpha_c_stated": 0.3053140315243362, "price_path": [0.0793, 0.0477, 0.0554, -0.0184, -0.0917, -0.0938, -0.1554, -0.1258, 0.0015, 0.0437, 0.0078, 0.0201, 0.0201, -0.0195, -0.0368, -0.0466, -0.063, -0.063, 0.0069, 0.0392, 0.1221, 0.077, 0.0892, 0.0963, 0.2015, 0.1802, 0.1416, 0.1629, 0.2172, 0.2172, 0.1115, 0.1068, 0.0842, 0.0579, 0.0238, 0.0956, 0.1243, 0.0625, -0.0463, -0.0131, 0.0069, -0.0777, -0.1731, -0.0362, 0.0397, 0.0275, -0.0081, 0.0045, 0.0972, 0.0972, 0.0917, 0.1396, 0.2046, 0.0962, 0.1263, 0.1483, 0.188, 0.1741, 0.0208, 0.0188, -0.0283, 0.0946, 0.0707, 0.0, 0.0628, 0.0795, 0.2537, 0.2094, 0.2644, 0.4536, 0.3023, 0.3272, 0.3603, 0.3167, 0.2778, 0.2864, 0.2884, 0.1863, 0.1286, 0.0328, 0.1615, 0.1413, 0.2182, 0.2182, 0.2598, 0.3142, 0.3993, 0.5261, 0.6229, 0.7302, 0.8128, 0.8669, 0.8509, 0.7591, 0.7817, 0.7525, 0.7479, 0.7584, 0.6474, 0.6227, 0.517, 0.5805, 0.5474, 0.7294, 0.9749, 0.9693, 1.1839, 1.0684, 0.982, 1.0833, 1.005, 1.3203, 1.4757, 1.4621, 1.2373, 1.2135, 1.1473, 1.462, 1.4042, 1.4042, 1.3291, 1.3326, 1.5338, 1.5869, 1.961, 1.917, 1.8174, 1.9069, 1.5502, 1.4404, 1.4641, 1.3698, 1.4879, 1.6011, 1.9113, 1.9676, 2.1446, 2.2093, 2.2093, 2.1749, 2.0813, 1.9068, 1.8728, 1.69, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046627918550286594", "ticker_idx": 0, "ts": "2026-04-21T16:31:34+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 hold $NBIS, software tier is excellent, great traction. Multiple subsidiary to insulate from core business.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NBIS; bullish on software tier traction and subsidiary diversification.", "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": "@Davide_crypto @BenBajarin I hold $NBIS, software tier is excellent, great traction. Multiple subsidiary to insulate from core business.", "reply_text": null, "parent_text": "@DeepValueBagger @BenBajarin Would you hold NBIS or any of the top tier or not even?", "quoted_text": null, "parent_author": "Davide_crypto", "ret_m1d": 0.01667199335338654, "ret_signed_m1d": 0.01667199335338654, "alpha_spy_m1d": 0.01008195623798458, "alpha_c_m1d": 0.0031008562500571824, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.013571137103329356, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002618994916108841, "ret_signed_p1d": -0.002618994916108841, "alpha_spy_p1d": -0.012745707011227791, "alpha_c_p1d": -0.008764373607785592, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.0061453786916767505, "ret_p1w": -0.1343980078873951, "ret_signed_p1w": -0.1343980078873951, "alpha_spy_p1w": -0.14520636404576626, "alpha_c_p1w": -0.12236311752370355, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": -0.012034890363691542, "ret_p1m": 0.22529545566856446, "ret_signed_p1m": 0.22529545566856446, "alpha_spy_p1m": 0.1725031963222492, "alpha_c_p1m": 0.23434298921887442, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": -0.00904753355030996, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22529545566856446, "alpha_spy_stated": 0.1725031963222492, "alpha_c_stated": 0.23434298921887442, "price_path": [-0.3813, -0.3964, -0.4158, -0.3748, -0.3585, -0.3937, -0.4558, -0.4369, -0.4254, -0.4737, -0.5281, -0.45, -0.4067, -0.4137, -0.434, -0.4268, -0.3739, -0.3739, -0.3771, -0.3497, -0.3126, -0.3745, -0.3573, -0.3447, -0.3221, -0.3301, -0.4175, -0.4187, -0.4455, -0.3754, -0.389, -0.4294, -0.3935, -0.384, -0.2846, -0.3099, -0.2785, -0.1706, -0.2569, -0.2427, -0.2238, -0.2487, -0.2708, -0.266, -0.2648, -0.3231, -0.356, -0.4107, -0.3372, -0.3488, -0.3049, -0.3049, -0.2811, -0.2501, -0.2015, -0.1292, -0.074, -0.0127, 0.0344, 0.0653, 0.0561, 0.0038, 0.0167, 0.0, -0.0026, 0.0034, -0.06, -0.074, -0.1344, -0.0981, -0.117, -0.0132, 0.1269, 0.1237, 0.2462, 0.1803, 0.1309, 0.1888, 0.1441, 0.324, 0.4126, 0.4049, 0.2767, 0.263, 0.2253, 0.4049, 0.3719, 0.3719, 0.329, 0.331, 0.4458, 0.4761, 0.6896, 0.6645, 0.6077, 0.6587, 0.4552, 0.3925, 0.4061, 0.3522, 0.4196, 0.4843, 0.6613, 0.6934, 0.7944, 0.8313, 0.8313, 0.8116, 0.7582, 0.6586, 0.6393, 0.535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2009397406719459811", "ticker_idx": 0, "ts": "2026-01-08T22:50:49+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looking forward to the 1.4gw coming up in 1 quarter", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish IREN on 1.4GW capacity coming online next quarter.", "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": "@venicehodl Looking forward to the 1.4gw coming up in 1 quarter", "reply_text": null, "parent_text": "@DeepValueBagger Are you still bullish on IREN DVB?", "quoted_text": null, "parent_author": "therogueoracle", "ret_m1d": -0.007603703745447721, "ret_signed_m1d": -0.007603703745447721, "alpha_spy_m1d": -0.0010337702351268518, "alpha_c_m1d": -0.010654138726898799, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": 0.003050434981451078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09341740529638787, "ret_signed_p1d": 0.09341740529638787, "alpha_spy_p1d": 0.09184697229572403, "alpha_c_p1d": 0.10131262034853294, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": -0.007895215052145077, "ret_p1w": 0.25613732844221127, "ret_signed_p1w": 0.25613732844221127, "alpha_spy_p1w": 0.25960962617735406, "alpha_c_p1w": 0.2792847184016115, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.023147389959400244, "ret_p1m": 0.0026070551762866767, "ret_signed_p1m": 0.0026070551762866767, "alpha_spy_p1m": 0.00277997608088576, "alpha_c_p1m": 0.03472623962438459, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": -0.032119184448097915, "ret_p3m": -0.199869589229277, "ret_signed_p3m": -0.199869589229277, "alpha_spy_p3m": -0.17650917733097504, "alpha_c_p3m": -0.12330734425494838, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.07656224497432862, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.199869589229277, "alpha_spy_stated": -0.17650917733097504, "alpha_c_stated": -0.12330734425494838, "price_path": [0.5112, 0.4769, 0.3433, 0.3191, 0.2866, 0.1991, 0.126, 0.2136, 0.3665, 0.4119, 0.3561, 0.3126, 0.2648, 0.3198, 0.4719, 0.4475, 0.66, 0.4547, 0.3552, 0.3072, 0.2466, 0.2101, 0.0569, 0.0074, 0.03, 0.0613, -0.0043, -0.0556, -0.0819, 0.0534, 0.0313, 0.0526, 0.0526, 0.0387, 0.0534, -0.1067, -0.045, 0.0091, -0.0287, 0.0067, 0.0176, -0.0458, -0.0454, -0.1282, -0.2292, -0.2051, -0.2661, -0.2222, -0.1327, -0.0867, -0.086, -0.088, -0.088, -0.1245, -0.1438, -0.1679, -0.1794, -0.1794, -0.0723, 0.048, -0.0026, -0.0522, -0.0076, 0.0, 0.0934, 0.1512, 0.1488, 0.1273, 0.2561, 0.2561, 0.1788, 0.1619, 0.1353, 0.2314, 0.1375, 0.3033, 0.3674, 0.3, 0.1675, 0.1532, 0.1816, -0.0237, -0.1356, -0.0912, 0.0026, -0.0673, -0.073, -0.1303, -0.0828, -0.0828, -0.1099, -0.0858, -0.0595, -0.1314, -0.0797, -0.0126, -0.0434, -0.0389, -0.1104, -0.1008, -0.156, -0.0476, -0.1283, -0.2027, -0.1562, -0.1718, -0.088, -0.1012, -0.0967, -0.0237, -0.0667, -0.083, -0.0949, -0.103, -0.0841, -0.1067, -0.0999, -0.1864, -0.2377, -0.3131, -0.2553, -0.2594, -0.2446, -0.2446, -0.2368, -0.2235, -0.1999, -0.1949, -0.1458, -0.0643, 0.0291, 0.0606, 0.0363, 0.0454, 0.0584, -0.0187, 0.0513, 0.1301, 0.1002, 0.0506, -0.0345, -0.0689, -0.0113, -0.008, 0.075, 0.1892, 0.3248, 0.2351, 0.3296, 0.1981, 0.2288, 0.1986, 0.2687, 0.1501, 0.0962, 0.0371, 0.1451, 0.2614, 0.2346, 0.2346, 0.2987, 0.4738, 0.3915, 0.3804, 0.4193, 0.4469, 0.4226, 0.3439, 0.1808, 0.2859, 0.1736, 0.1193, 0.232, 0.2985, 0.322, 0.2857, 0.2624, 0.3026, 0.3026, 0.2355, 0.1888, 0.0928, 0.0371, 0.0256, null, null, null, null, null, null]}
{"unit_id": "quote:2001675843526078615", "ticker_idx": 0, "ts": "2025-12-18T15:28:05+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The big boys are joining at depressed price. How convenient.. $iren", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Goldman's initiation; implies IREN is attractively priced at current depressed levels.", "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 big boys are joining at depressed price. How convenient.. $iren", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $IREN COVERAGE INITIATED AT GOLDMAN SACHS WITH $39 PT.\n\nWelcome Goldman Sachs to the chasers club!", "parent_author": null, "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]}
{"unit_id": "reply:2049865930021187745", "ticker_idx": 0, "ts": "2026-04-30T14:58:17+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i would be cautious with the risks and reward", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on retail-facing names HOOD and SOFI on AI Armageddon thesis; cautious on META pending new revenue channel beyond ads/retail.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I'm bearish on retail business related, $hood, $sofi, anything have to do with retail spending.  $Meta derives much of it from ads spending which in turn from small business.  Some of the growth you should discount from inflation.  Why am i bearish on retail business?  Ai Armageddon.   Meta is a big dinosaur that needs fight for survival. The advent of agentic ai means people can replicate 10000 fb network overnight, think niche networks, w/o reach of Facebook.  The quality of Facebook has degraded a lot. My Facebook shorts recommendation are 100% ai videos or edits - it's optimizing clicks over long term engagement. I keep saying meta needs new big revenue channel, not a speculative retail agentic platform whatever.  Start running cloud ai or something like anthropic. Be ambitious. They have all skillset and asset tl do that. They got the dc, they got the llm model, and they know to build.  If they actually do this, i would buy.\n\nBut without much information about their roadmap,  i would be cautious with the risks and reward.", "reply_text": null, "parent_text": "@DeepValueBagger Which part of their business do you think is doing poorly or has a big chance of doing poorly moving forward? And why?\n\nSuper curious to hear your take on this because you’re one of my favorite investors on this app.", "quoted_text": null, "parent_author": "pepemoonboy", "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": "reply:2049865930021187745", "ticker_idx": 1, "ts": "2026-04-30T14:58:17+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bearish on retail business related, $hood, $sofi", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on retail-facing names HOOD and SOFI on AI Armageddon thesis; cautious on META pending new revenue channel beyond ads/retail.", "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": "reply_other", "lang": "en", "tweet_text": "I'm bearish on retail business related, $hood, $sofi, anything have to do with retail spending.  $Meta derives much of it from ads spending which in turn from small business.  Some of the growth you should discount from inflation.  Why am i bearish on retail business?  Ai Armageddon.   Meta is a big dinosaur that needs fight for survival. The advent of agentic ai means people can replicate 10000 fb network overnight, think niche networks, w/o reach of Facebook.  The quality of Facebook has degraded a lot. My Facebook shorts recommendation are 100% ai videos or edits - it's optimizing clicks over long term engagement. I keep saying meta needs new big revenue channel, not a speculative retail agentic platform whatever.  Start running cloud ai or something like anthropic. Be ambitious. They have all skillset and asset tl do that. They got the dc, they got the llm model, and they know to build.  If they actually do this, i would buy.\n\nBut without much information about their roadmap,  i would be cautious with the risks and reward.", "reply_text": null, "parent_text": "@DeepValueBagger Which part of their business do you think is doing poorly or has a big chance of doing poorly moving forward? And why?\n\nSuper curious to hear your take on this because you’re one of my favorite investors on this app.", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.023185655858933396, "ret_signed_m1d": 0.023185655858933396, "alpha_spy_m1d": 0.013334042276172298, "alpha_c_m1d": 0.01915719735765886, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.004028458501274534, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010563922059386055, "ret_signed_p1d": -0.010563922059386055, "alpha_spy_p1d": -0.007794826767035357, "alpha_c_p1d": -0.01459238056066059, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": -0.004028458501274534, "ret_p1w": 0.046508429387226435, "ret_signed_p1w": -0.046508429387226435, "alpha_spy_p1w": -0.028530469243432055, "alpha_c_p1w": -0.0576344767614696, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": -0.011126047374243164, "ret_p1m": 0.29373033120302017, "ret_signed_p1m": -0.29373033120302017, "alpha_spy_p1m": -0.24110457816551745, "alpha_c_p1m": -0.3042808845056526, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": -0.010550553302632437, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29373033120302017, "alpha_spy_stated": -0.24110457816551745, "alpha_c_stated": -0.3042808845056526, "price_path": [0.2335, 0.1945, 0.1061, -0.0029, 0.1362, 0.1875, 0.1744, 0.0697, -0.0243, 0.0423, 0.0423, 0.035, 0.0318, 0.0379, 0.0442, -0.0152, 0.0069, 0.0637, 0.09, 0.0406, 0.0808, 0.0436, 0.1279, 0.1052, 0.0576, 0.0886, 0.0774, 0.0796, 0.0443, 0.0069, 0.0332, 0.0612, 0.0276, 0.0174, -0.0274, -0.0055, -0.0523, -0.0048, -0.0348, -0.0943, -0.1061, -0.0493, -0.0381, -0.0547, -0.0547, -0.0427, -0.0445, -0.0145, -0.038, -0.0508, -0.0167, 0.0851, 0.198, 0.1915, 0.245, 0.2522, 0.1858, 0.2132, 0.1461, 0.1622, 0.1517, 0.1259, -0.0232, 0.0, 0.0106, 0.0502, 0.0568, 0.0845, 0.0465, 0.0568, 0.1082, 0.0738, 0.053, 0.1071, 0.0583, 0.0584, 0.0174, 0.0394, 0.0416, 0.0103, 0.0103, 0.0165, 0.0458, 0.1639, 0.2937, 0.2448, 0.2095, 0.1366, 0.2118, 0.1314, 0.1667, 0.1493, 0.1848, 0.2653, 0.2785, 0.3461, 0.3268, 0.4433, 0.4837, 0.4837, 0.4503, 0.4165, 0.3334, 0.2823, 0.354, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049865930021187745", "ticker_idx": 2, "ts": "2026-04-30T14:58:17+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bearish on retail business related, $hood, $sofi", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on retail-facing names HOOD and SOFI on AI Armageddon thesis; cautious on META pending new revenue channel beyond ads/retail.", "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": "reply_other", "lang": "en", "tweet_text": "I'm bearish on retail business related, $hood, $sofi, anything have to do with retail spending.  $Meta derives much of it from ads spending which in turn from small business.  Some of the growth you should discount from inflation.  Why am i bearish on retail business?  Ai Armageddon.   Meta is a big dinosaur that needs fight for survival. The advent of agentic ai means people can replicate 10000 fb network overnight, think niche networks, w/o reach of Facebook.  The quality of Facebook has degraded a lot. My Facebook shorts recommendation are 100% ai videos or edits - it's optimizing clicks over long term engagement. I keep saying meta needs new big revenue channel, not a speculative retail agentic platform whatever.  Start running cloud ai or something like anthropic. Be ambitious. They have all skillset and asset tl do that. They got the dc, they got the llm model, and they know to build.  If they actually do this, i would buy.\n\nBut without much information about their roadmap,  i would be cautious with the risks and reward.", "reply_text": null, "parent_text": "@DeepValueBagger Which part of their business do you think is doing poorly or has a big chance of doing poorly moving forward? And why?\n\nSuper curious to hear your take on this because you’re one of my favorite investors on this app.", "quoted_text": null, "parent_author": "pepemoonboy", "ret_m1d": -0.03571433225562215, "ret_signed_m1d": 0.03571433225562215, "alpha_spy_m1d": 0.02586271867286105, "alpha_c_m1d": 0.031685873754347615, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.004028458501274534, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020496889185534828, "ret_signed_p1d": -0.020496889185534828, "alpha_spy_p1d": -0.01772779389318413, "alpha_c_p1d": -0.024525347686809362, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": -0.004028458501274534, "ret_p1w": -0.006211203670828613, "ret_signed_p1w": 0.006211203670828613, "alpha_spy_p1w": 0.024189163814622994, "alpha_c_p1w": -0.004914843703414551, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": -0.011126047374243164, "ret_p1m": 0.13167694917105566, "ret_signed_p1m": -0.13167694917105566, "alpha_spy_p1m": -0.07905119613355294, "alpha_c_p1m": -0.1422275024736881, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": -0.010550553302632437, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13167694917105566, "alpha_spy_stated": -0.07905119613355294, "alpha_c_stated": -0.1422275024736881, "price_path": [0.3714, 0.3516, 0.2888, 0.2087, 0.2957, 0.3261, 0.3155, 0.2764, 0.1988, 0.218, 0.218, 0.2118, 0.2137, 0.1988, 0.1814, 0.1317, 0.159, 0.1981, 0.1863, 0.1031, 0.1422, 0.1559, 0.1615, 0.1957, 0.1739, 0.1671, 0.136, 0.1509, 0.0994, 0.1031, 0.095, 0.0789, 0.0671, 0.0609, 0.0497, 0.0652, 0.0373, 0.0286, -0.0143, -0.054, -0.059, -0.0137, -0.0292, -0.0155, -0.0155, 0.0106, 0.0006, 0.0242, 0.0106, 0.0075, 0.059, 0.1124, 0.1671, 0.182, 0.2068, 0.2112, 0.1696, 0.1839, 0.1379, 0.1453, 0.1652, 0.1404, -0.0357, 0.0, 0.0205, 0.0062, -0.005, 0.0124, -0.0062, -0.0217, 0.0099, -0.0124, -0.0491, -0.005, -0.0304, -0.0242, -0.054, -0.0255, -0.028, -0.0298, -0.0298, -0.0075, 0.0043, 0.054, 0.1317, 0.154, 0.1019, 0.036, 0.0652, -0.0043, 0.0248, 0.023, -0.0143, 0.0354, 0.0298, 0.064, 0.1, 0.082, 0.1124, 0.1124, 0.0621, 0.0739, 0.0752, 0.0745, 0.1106, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1986215318876835957", "ticker_idx": 0, "ts": "2025-11-05T23:33:28+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I read through the quarterly report. Everything A+. Ignore market reaction.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish HOOD after reading quarterly report; vouches results are strong and dismisses flat market reaction.", "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": "reply_other", "lang": "en", "tweet_text": "@amitisinvesting I read through the quarterly report. Everything A+.  Ignore market reaction.", "reply_text": null, "parent_text": "that $HOOD quarter was just unfathomably good \n\nlike I am at a loss for words at how they are decreasing costs, increasing margins, expanding into new verticals, BUYING BACK shares, and still growing topline at triple digits\n\nstock is flat because it’s up a ton this year, but my", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": 0.12118345667761132, "ret_signed_m1d": 0.12118345667761132, "alpha_spy_m1d": 0.11033763319735002, "alpha_c_m1d": 0.1175582446752399, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.003625212002371425, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025810503084957803, "ret_signed_p1d": 0.025810503084957803, "alpha_spy_p1d": 0.02482593800629873, "alpha_c_p1d": 0.01875081767175968, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.007059685413198125, "ret_p1w": -0.04367330006129688, "ret_signed_p1w": -0.04367330006129688, "alpha_spy_p1w": -0.04625415691752466, "alpha_c_p1w": -0.054549009741099996, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.010875709679803114, "ret_p1m": 0.038322277675616245, "ret_signed_p1m": 0.038322277675616245, "alpha_spy_p1m": 0.015377706467754937, "alpha_c_p1m": 0.014090298880973684, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02423197879464256, "ret_p3m": -0.3148410572846968, "ret_signed_p3m": -0.3148410572846968, "alpha_spy_p3m": -0.3465539866054287, "alpha_c_p3m": -0.3397806622561593, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.024939604971462526, "ret_p6m": -0.4203651038655478, "ret_signed_p6m": -0.4203651038655478, "alpha_spy_p6m": -0.5015863060944254, "alpha_c_p6m": -0.4195881516884793, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": -0.0007769521770685239, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.038322277675616245, "alpha_spy_stated": 0.015377706467754937, "alpha_c_stated": 0.014090298880973684, "price_path": [-0.1059, -0.1022, -0.1453, -0.1288, -0.1016, -0.0949, -0.1541, -0.1711, -0.1635, -0.1398, -0.1506, -0.1438, -0.1901, -0.1841, -0.1814, -0.1814, -0.2065, -0.2066, -0.1902, -0.2033, -0.0771, -0.0675, -0.0757, -0.0734, -0.0948, -0.0964, -0.0763, -0.0664, -0.0486, -0.0181, -0.0172, -0.0069, -0.0022, -0.0349, -0.0417, 0.0759, 0.1267, 0.0949, 0.1465, 0.1699, 0.1352, 0.141, 0.1872, 0.1997, 0.0935, 0.107, 0.0619, 0.0556, 0.0343, 0.0223, 0.0686, 0.0375, 0.0011, 0.0571, 0.1, 0.1478, 0.1508, 0.1394, 0.0865, 0.155, 0.1574, 0.0765, 0.1212, 0.0, 0.0258, 0.0692, 0.0382, 0.0464, -0.0437, -0.036, -0.0874, -0.1006, -0.0702, -0.1642, -0.1556, -0.0953, -0.0906, 0.0088, 0.0088, 0.0111, -0.0302, -0.0089, 0.0516, 0.0787, 0.0383, 0.0736, 0.0679, 0.0675, -0.0291, -0.0596, -0.093, -0.0604, -0.0888, -0.0781, -0.0451, -0.0371, -0.0538, -0.0523, -0.0523, -0.0704, -0.0759, -0.0915, -0.11, -0.11, -0.0934, -0.0302, -0.0423, -0.0796, -0.092, -0.0929, -0.0752, -0.0538, -0.0583, -0.1316, -0.1443, -0.1443, -0.1676, -0.1665, -0.1639, -0.1581, -0.158, -0.1719, -0.1863, -0.2033, -0.2172, -0.2925, -0.3148, -0.3656, -0.4281, -0.3483, -0.3189, -0.3264, -0.3864, -0.4404, -0.4022, -0.4022, -0.4064, -0.4082, -0.4047, -0.4011, -0.4352, -0.4225, -0.3899, -0.3748, -0.4031, -0.3801, -0.4014, -0.3531, -0.3661, -0.3934, -0.3756, -0.382, -0.3808, -0.401, -0.4225, -0.4074, -0.3913, -0.4106, -0.4164, -0.4422, -0.4296, -0.4564, -0.4292, -0.4464, -0.4805, -0.4873, -0.4547, -0.4483, -0.4578, -0.4578, -0.4509, -0.4519, -0.4348, -0.4482, -0.4555, -0.436, -0.3776, -0.3129, -0.3166, -0.2859, -0.2818, -0.3199, -0.3041, -0.3426, -0.3334, -0.3394, -0.3542, -0.4397, -0.4264, -0.4204]}
{"unit_id": "thread:2028230742418030944", "ticker_idx": 0, "ts": "2026-03-01T22:07:46+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you don't just need to pay it back, you need to get back profits to justify that investment, so let's double it $1T. The capex is as big as their revenue. They are spending 2x their FCF", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cautious/bearish on AMZN: $200B 2026 capex dwarfs FCF and requires ~$1T in margin-adjusted revenue to justify, implying overextension risk.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I am becoming more cautious about capex. I remember as the startup founder raising money is don't raise more money than you need because you will have outrageous valuation that you can't meet in term of revenue growth. \n\n$amzn invest $200B in 2026 alone. Let's assume they can pay back $20b per year, that takes 10 years!  Long time longer risk. Let's say with $AMZN basic margin assumption, you need to make $500B at 40% margin to pay back. But remember you don't just need to pay it back, you need to get back profits to justify that investment, so let's double it $1T.\n\n---\n\nLook at $AMZN capex vs revenue.  The capex is as big as their revenue.  \n\n35% operating margin. $44B effective FCF. They are spending 2x their FCF (for AWS segment) https://t.co/pzJDurXpWy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007725901507112054, "ret_signed_m1d": -0.007725901507112054, "alpha_spy_m1d": -0.008294101458427128, "alpha_c_m1d": 0.004750293867515243, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": 0.012476195374627297, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0016315386481426941, "ret_signed_p1d": -0.0016315386481426941, "alpha_spy_p1d": -0.01044578956062836, "alpha_c_p1d": -0.010815387174570423, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.00918384852642773, "ret_p1w": 0.024473372611224065, "ret_signed_p1w": -0.024473372611224065, "alpha_spy_p1w": -0.03628899941506447, "alpha_c_p1w": -0.03166445170446652, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.007191079093242458, "ret_p1m": -0.0005758199411629583, "ret_signed_p1m": 0.0005758199411629583, "alpha_spy_p1m": -0.04934388918623267, "alpha_c_p1m": -0.053323592554544, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.053899412495706955, "ret_p3m": 0.3148423667283271, "ret_signed_p3m": -0.3148423667283271, "alpha_spy_p3m": -0.21244890935945948, "alpha_c_p3m": -0.25518896273741265, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.059653403990914455, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0005758199411629583, "alpha_spy_stated": -0.04934388918623267, "alpha_c_stated": -0.053323592554544, "price_path": [0.1151, 0.0994, 0.1014, 0.0888, 0.0937, 0.1122, 0.105, 0.0854, 0.0679, 0.068, 0.0618, 0.0882, 0.091, 0.0962, 0.114, 0.1151, 0.1151, 0.1158, 0.1136, 0.1158, 0.1076, 0.1076, 0.0869, 0.1184, 0.1561, 0.1592, 0.1819, 0.1871, 0.1827, 0.1642, 0.1356, 0.143, 0.1475, 0.1475, 0.1085, 0.11, 0.1245, 0.1477, 0.1441, 0.1741, 0.1661, 0.16, 0.1483, 0.1659, 0.1451, 0.118, 0.0686, 0.0093, 0.0016, -0.0069, -0.0207, -0.0422, -0.0461, -0.0461, -0.0347, -0.0173, -0.0169, 0.0083, -0.015, 0.0008, 0.0108, -0.0023, 0.0077, 0.0, 0.0016, 0.0405, 0.0506, 0.0231, 0.0245, 0.0285, 0.0204, 0.0055, -0.0035, 0.0161, 0.0327, 0.0071, 0.0018, -0.0145, 0.0084, -0.0055, 0.0159, -0.0041, -0.0434, -0.0357, -0.0006, 0.0105, 0.0066, 0.0066, 0.0211, 0.0258, 0.0617, 0.1212, 0.1439, 0.1512, 0.195, 0.1925, 0.1982, 0.2024, 0.1914, 0.1992, 0.2254, 0.2241, 0.2668, 0.253, 0.2462, 0.2622, 0.2719, 0.2873, 0.3055, 0.3127, 0.3196, 0.3013, 0.3085, 0.2908, 0.2756, 0.2963, 0.2823, 0.2675, 0.271, 0.2445, 0.2717, 0.2883, 0.278, 0.278, 0.273, 0.3045, 0.3148, 0.2987, 0.2537, 0.231, 0.1998, 0.2179, 0.1806, 0.1767, 0.1718, 0.1421, 0.1589, 0.1447, 0.1806, 0.1805, 0.1397, 0.1728, 0.1728, 0.1171, 0.1234, 0.1242, 0.0894, 0.1166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1997365993018933655", "ticker_idx": 0, "ts": "2025-12-06T18:02:16+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 so deeply undervalued and under the radar", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TE is deeply undervalued and under the radar; bullish on 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": "self_thread", "lang": "en", "tweet_text": "T1 energy, $te is so deeply undervalued and under the radar. Big appreciation to @daniel_koss for creating this community.\n\n---\n\nCommunity https://t.co/bub8Vo8gFS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0315614713990775, "ret_signed_m1d": -0.0315614713990775, "alpha_spy_m1d": -0.03457473297274127, "alpha_c_m1d": -0.03279210148686662, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0012306300877891196, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11794020604593092, "ret_signed_p1d": 0.11794020604593092, "alpha_spy_p1d": 0.1188033241401647, "alpha_c_p1d": 0.12525948416932775, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.007319278123396833, "ret_p1w": -0.1594684453801648, "ret_signed_p1w": -0.1594684453801648, "alpha_spy_p1w": -0.15522631176807944, "alpha_c_p1w": -0.17630885646484795, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.01684041108468315, "ret_p1m": 0.27076413946932454, "ret_signed_p1m": 0.27076413946932454, "alpha_spy_p1m": 0.2558083769722739, "alpha_c_p1m": 0.21774954437992133, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.053014595089403205, "ret_p3m": 0.13122922995947284, "ret_signed_p3m": 0.13122922995947284, "alpha_spy_p3m": 0.13167807297343292, "alpha_c_p3m": 0.012961830311554179, "bench_spy_p3m": -0.0004488430139600874, "bench_c_p3m": 0.11826739964791866, "ret_p6m": 1.0, "ret_signed_p6m": 1.0, "alpha_spy_p6m": 0.8825900132339373, "alpha_c_p6m": 0.8647079536547739, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.13529204634522607, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27076413946932454, "alpha_spy_stated": 0.2558083769722739, "alpha_c_stated": 0.21774954437992133, "price_path": [-0.6894, -0.6877, -0.691, -0.7043, -0.7093, -0.706, -0.691, -0.6761, -0.6628, -0.6944, -0.6346, -0.6229, -0.6346, -0.613, -0.6379, -0.603, -0.608, -0.5797, -0.5349, -0.5249, -0.5133, -0.3638, -0.3953, -0.4186, -0.3339, -0.1296, -0.2209, -0.2824, -0.2093, -0.2558, -0.3173, -0.3837, -0.4236, -0.3638, -0.3854, -0.402, -0.3953, -0.3821, -0.4319, -0.3887, -0.3206, -0.3887, -0.3671, -0.2525, -0.2674, -0.3605, -0.4203, -0.4419, -0.4718, -0.4917, -0.5199, -0.5482, -0.5482, -0.4784, -0.4535, -0.3621, -0.3621, -0.3156, -0.2575, -0.2126, -0.2492, -0.1512, -0.0316, 0.0, 0.1179, 0.0216, -0.0249, -0.1113, -0.1595, -0.0963, -0.0997, 0.0, 0.0681, 0.2126, 0.1811, 0.1711, 0.1711, 0.1296, 0.0664, 0.0797, 0.1096, 0.1096, 0.3023, 0.3621, 0.2708, 0.2093, 0.1312, 0.1528, 0.1977, 0.3056, 0.3056, 0.2309, 0.3571, 0.3571, 0.3754, 0.299, 0.3904, 0.412, 0.3522, 0.515, 0.5764, 0.4751, 0.3837, 0.4385, 0.51, 0.2841, 0.2076, 0.3738, 0.2691, 0.2475, 0.1379, 0.0316, 0.0166, 0.0166, 0.0698, 0.0731, 0.0482, 0.0316, 0.0449, 0.1777, 0.1993, 0.211, 0.0233, 0.1362, 0.0814, 0.1794, 0.1312, 0.1163, 0.1894, 0.3256, 0.3522, 0.2857, 0.2658, 0.2824, 0.294, 0.2176, 0.2807, 0.0963, 0.1362, 0.098, 0.1096, 0.0432, -0.0432, -0.0664, -0.2708, -0.2558, -0.304, -0.304, -0.3272, -0.3472, -0.3073, -0.3056, -0.2209, -0.1512, -0.1927, -0.113, -0.1711, -0.1645, -0.1728, -0.1545, -0.1047, -0.1047, -0.1213, -0.1179, -0.186, -0.1877, -0.2027, -0.1445, -0.1528, -0.113, -0.1246, -0.1445, 0.0233, 0.0033, -0.0282, -0.0681, -0.0482, -0.0581, 0.1628, 0.1429, 0.4452, 0.4485, 0.3422, 0.3422, 0.7359, 0.8206, 0.7973, 0.7542, 0.7292, 1.0]}
{"unit_id": "reply:1987677423807209675", "ticker_idx": 0, "ts": "2025-11-10T00:23:21+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 is interesting. proven product, big revenue", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AVAV on proven product and strong revenue base.", "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": "reply_other", "lang": "en", "tweet_text": "@RKLBMan $AVAV is interesting. proven product, big revenue", "reply_text": null, "parent_text": "@DeepValueBagger I honestly like them all but all very different.  $ONDS only has $16M TTM revenue and worth $2B.  And they just acquired a bunch of small companies which could pose challenges.   Lots of R/R here but I like it long term.\n\nAlso you can't research $ONDS without $AVAV.  Much less", "quoted_text": null, "parent_author": "RKLBMan", "ret_m1d": -0.01263965400431366, "ret_signed_m1d": -0.01263965400431366, "alpha_spy_m1d": 0.002724961196208353, "alpha_c_m1d": -0.006997772441503902, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01731212407173066, "ret_signed_p1d": -0.01731212407173066, "alpha_spy_p1d": -0.019601301099584578, "alpha_c_p1d": -0.0175715496083666, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.15038785212625816, "ret_signed_p1w": -0.15038785212625816, "alpha_spy_p1w": -0.1272455620009757, "alpha_c_p1w": -0.12652289873950717, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": -0.15709702116550883, "ret_signed_p1m": -0.15709702116550883, "alpha_spy_p1m": -0.1594448996715111, "alpha_c_p1m": -0.15100097023305914, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": -0.2905022663097706, "ret_signed_p3m": -0.2905022663097706, "alpha_spy_p3m": -0.28783478083274205, "alpha_c_p3m": -0.38613576220912027, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": -0.5007338039379714, "ret_signed_p6m": -0.5007338039379714, "alpha_spy_p6m": -0.5688999471831246, "alpha_c_p6m": -0.6258092534483619, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15709702116550883, "alpha_spy_stated": -0.1594448996715111, "alpha_c_stated": -0.15100097023305914, "price_path": [-0.2368, -0.252, -0.2612, -0.2598, -0.2956, -0.3044, -0.2959, -0.2816, -0.2777, -0.2635, -0.2588, -0.2544, -0.2771, -0.2771, -0.2811, -0.2865, -0.3208, -0.3229, -0.2904, -0.3081, -0.26, -0.2757, -0.2722, -0.2481, -0.2037, -0.1851, -0.1511, -0.1657, -0.1371, -0.1056, -0.0969, -0.0961, -0.0979, -0.0754, -0.0568, 0.0366, 0.0791, 0.1221, 0.1738, 0.1835, 0.2206, 0.1929, 0.175, 0.2275, 0.203, 0.1522, 0.1205, 0.0501, 0.0904, 0.1297, 0.0638, 0.0911, 0.1338, 0.1386, 0.138, 0.1401, 0.0957, 0.1079, 0.1019, 0.0935, 0.0504, -0.0169, -0.0126, 0.0, -0.0173, -0.0316, -0.115, -0.1278, -0.1504, -0.1585, -0.1601, -0.1794, -0.1837, -0.1704, -0.1659, -0.1638, -0.1638, -0.163, -0.2278, -0.2064, -0.186, -0.139, -0.1662, -0.154, -0.1571, -0.2654, -0.252, -0.2842, -0.2952, -0.2972, -0.3138, -0.309, -0.2721, -0.2351, -0.2178, -0.2192, -0.2192, -0.2362, -0.2538, -0.2692, -0.2755, -0.2755, -0.2327, -0.1092, -0.0504, -0.0461, 0.0332, 0.0932, 0.1103, 0.0898, 0.1436, 0.1339, 0.1767, 0.1767, -0.0089, -0.0427, -0.0651, -0.0782, -0.0934, -0.0728, -0.0807, -0.1218, -0.1662, -0.1913, -0.1451, -0.2293, -0.2905, -0.2296, -0.1783, -0.2115, -0.2709, -0.2958, -0.2696, -0.2696, -0.2123, -0.2049, -0.1563, -0.2074, -0.2173, -0.2145, -0.2356, -0.2224, -0.2445, -0.376, -0.3162, -0.3217, -0.3394, -0.3117, -0.3192, -0.3364, -0.3778, -0.3654, -0.3798, -0.3654, -0.3335, -0.3535, -0.367, -0.4078, -0.3822, -0.4124, -0.4039, -0.4132, -0.4476, -0.4699, -0.4517, -0.4504, -0.4478, -0.4478, -0.4331, -0.4404, -0.4401, -0.4678, -0.4617, -0.4178, -0.4174, -0.4057, -0.395, -0.4267, -0.4093, -0.3708, -0.3707, -0.3952, -0.4121, -0.4137, -0.4239, -0.4504, -0.4159, -0.446, -0.4601, -0.5007]}
{"unit_id": "orig:2046222277235138618", "ticker_idx": 0, "ts": "2026-04-20T13:39:42+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sell $TSLA for $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell TSLA now, rotate into MU on Optimus HBM demand thesis, then re-buy TSLA later.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I have a crazy idea. \n\n$TSLA optimus will need HBM.  Sell $TSLA for $MU.\nOnce army is assembled, buy $TSLA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02068788564888524, "ret_signed_m1d": -0.02068788564888524, "alpha_spy_m1d": -0.018684143580490087, "alpha_c_m1d": -0.016183013150781633, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.004504872498103607, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015490411649084379, "ret_signed_p1d": 0.015490411649084379, "alpha_spy_p1d": 0.008943518800544892, "alpha_c_p1d": 0.007982290818911886, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.007508120830172493, "ret_p1w": -0.03523563457902068, "ret_signed_p1w": 0.03523563457902068, "alpha_spy_p1w": 0.04433661430329561, "alpha_c_p1w": 0.01830055881064685, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.01693507576837383, "ret_p1m": 0.029579580513535042, "ret_signed_p1m": -0.029579580513535042, "alpha_spy_p1m": 0.005709488657744455, "alpha_c_p1m": -0.06995666381298837, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.04037708329945333, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.029579580513535042, "alpha_spy_stated": 0.005709488657744455, "alpha_c_stated": -0.06995666381298837, "price_path": [0.0992, 0.1449, 0.1441, 0.1088, 0.0978, 0.0993, 0.0613, 0.0966, 0.0747, 0.0751, 0.0344, 0.012, 0.0474, 0.0632, 0.0833, 0.0911, 0.0626, 0.0635, 0.0635, 0.0462, 0.0479, 0.0489, 0.0492, 0.0187, 0.043, 0.0634, 0.041, 0.0255, 0.0276, -0.0002, 0.0342, 0.0332, 0.0108, 0.0157, 0.0172, 0.039, 0.0064, -0.0033, 0.0078, 0.0172, 0.0007, -0.0311, -0.0625, -0.0297, -0.0241, -0.0167, -0.0519, -0.0781, -0.0948, -0.0529, -0.0286, -0.0813, -0.0813, -0.1011, -0.1168, -0.1255, -0.1194, -0.111, -0.1021, -0.0721, -0.0014, -0.0092, 0.0207, 0.0, -0.0155, -0.0127, -0.0478, -0.0413, -0.0352, -0.042, -0.0502, -0.0277, -0.0043, 0.0, -0.008, 0.0159, 0.0491, 0.0913, 0.1338, 0.1043, 0.1344, 0.1294, 0.0758, 0.0446, 0.0296, 0.0631, 0.0646, 0.0854, 0.0854, 0.1047, 0.1219, 0.1264, 0.1103, 0.0596, 0.0796, 0.0795, 0.0661, -0.0038, 0.0419, 0.0106, -0.0278, 0.0169, 0.0355, 0.0475, 0.031, 0.0099, 0.0204, 0.0204, 0.032, -0.0277, -0.0432, -0.0443, -0.0326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046222277235138618", "ticker_idx": 1, "ts": "2026-04-20T13:39:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sell $TSLA for $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell TSLA now, rotate into MU on Optimus HBM demand thesis, then re-buy TSLA later.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I have a crazy idea. \n\n$TSLA optimus will need HBM.  Sell $TSLA for $MU.\nOnce army is assembled, buy $TSLA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5582265940656577, "alpha_spy_stated": 0.5229375248943782, "alpha_c_stated": 0.3857978674707614, "price_path": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3382, 1.7063, 1.5252, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046222277235138618", "ticker_idx": 2, "ts": "2026-04-20T13:39:42+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once army is assembled, buy $TSLA", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pair trade: sell TSLA now, rotate into MU on Optimus HBM demand thesis, then re-buy TSLA later.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "I have a crazy idea. \n\n$TSLA optimus will need HBM.  Sell $TSLA for $MU.\nOnce army is assembled, buy $TSLA.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02068788564888524, "ret_signed_m1d": 0.02068788564888524, "alpha_spy_m1d": 0.018684143580490087, "alpha_c_m1d": 0.016183013150781633, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.004504872498103607, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015490411649084379, "ret_signed_p1d": -0.015490411649084379, "alpha_spy_p1d": -0.008943518800544892, "alpha_c_p1d": -0.007982290818911886, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.007508120830172493, "ret_p1w": -0.03523563457902068, "ret_signed_p1w": -0.03523563457902068, "alpha_spy_p1w": -0.04433661430329561, "alpha_c_p1w": -0.01830055881064685, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.01693507576837383, "ret_p1m": 0.029579580513535042, "ret_signed_p1m": 0.029579580513535042, "alpha_spy_p1m": -0.005709488657744455, "alpha_c_p1m": 0.06995666381298837, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.04037708329945333, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.029579580513535042, "alpha_spy_stated": -0.005709488657744455, "alpha_c_stated": 0.06995666381298837, "price_path": [0.0992, 0.1449, 0.1441, 0.1088, 0.0978, 0.0993, 0.0613, 0.0966, 0.0747, 0.0751, 0.0344, 0.012, 0.0474, 0.0632, 0.0833, 0.0911, 0.0626, 0.0635, 0.0635, 0.0462, 0.0479, 0.0489, 0.0492, 0.0187, 0.043, 0.0634, 0.041, 0.0255, 0.0276, -0.0002, 0.0342, 0.0332, 0.0108, 0.0157, 0.0172, 0.039, 0.0064, -0.0033, 0.0078, 0.0172, 0.0007, -0.0311, -0.0625, -0.0297, -0.0241, -0.0167, -0.0519, -0.0781, -0.0948, -0.0529, -0.0286, -0.0813, -0.0813, -0.1011, -0.1168, -0.1255, -0.1194, -0.111, -0.1021, -0.0721, -0.0014, -0.0092, 0.0207, 0.0, -0.0155, -0.0127, -0.0478, -0.0413, -0.0352, -0.042, -0.0502, -0.0277, -0.0043, 0.0, -0.008, 0.0159, 0.0491, 0.0913, 0.1338, 0.1043, 0.1344, 0.1294, 0.0758, 0.0446, 0.0296, 0.0631, 0.0646, 0.0854, 0.0854, 0.1047, 0.1219, 0.1264, 0.1103, 0.0596, 0.0796, 0.0795, 0.0661, -0.0038, 0.0419, 0.0106, -0.0278, 0.0169, 0.0355, 0.0475, 0.031, 0.0099, 0.0204, 0.0204, 0.032, -0.0277, -0.0432, -0.0443, -0.0326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2041207667562008753", "ticker_idx": 0, "ts": "2026-04-06T17:33:26+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'm still bullish on DC, hence i have NBIS, hopefully NBIS can outrun the past losses", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NBIS long, bullish on data center; hopes NBIS outperforms prior losses.", "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": "@planA_thru_Z @ni5k0 i'm still bullish on DC, hence i have NBIS, hopefully NBIS can outrun the past losses", "reply_text": null, "parent_text": "@DeepValueBagger @ni5k0 Sorry to hear about that.. but you’d need to be in $IREN long enough for them to execute.", "quoted_text": null, "parent_author": "planA_thru_Z", "ret_m1d": -0.03305492438635538, "ret_signed_m1d": -0.03305492438635538, "alpha_spy_m1d": -0.02835031725169701, "alpha_c_m1d": -0.03251805378483241, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0005368706015229652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.043184650531498336, "ret_signed_p1d": 0.043184650531498336, "alpha_spy_p1d": 0.04274464996687111, "alpha_c_p1d": 0.04264777992997537, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0005368706015229652, "ret_p1w": 0.37337832149660866, "ret_signed_p1w": 0.37337832149660866, "alpha_spy_p1w": 0.3321448451986906, "alpha_c_p1w": 0.3459981945928279, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.027380126903780777, "ret_p1m": 0.5631775078888712, "ret_signed_p1m": 0.5631775078888712, "alpha_spy_p1m": 0.46477553273395156, "alpha_c_p1m": 0.5285497647514759, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.03462774313739536, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5631775078888712, "alpha_spy_stated": 0.46477553273395156, "alpha_c_stated": 0.5285497647514759, "price_path": [-0.1451, -0.1354, -0.1298, -0.0463, -0.0632, -0.0938, -0.0769, -0.0339, -0.0339, -0.1177, -0.1215, -0.1394, -0.1603, -0.1873, -0.1304, -0.1076, -0.1567, -0.243, -0.2166, -0.2007, -0.2679, -0.3436, -0.2349, -0.1747, -0.1844, -0.2126, -0.2027, -0.1291, -0.1291, -0.1335, -0.0954, -0.0438, -0.1299, -0.106, -0.0885, -0.057, -0.0681, -0.1897, -0.1913, -0.2287, -0.1312, -0.1501, -0.2062, -0.1564, -0.1431, -0.0048, -0.04, 0.0036, 0.1538, 0.0337, 0.0535, 0.0798, 0.0451, 0.0143, 0.0211, 0.0227, -0.0584, -0.1041, -0.1802, -0.078, -0.0941, -0.0331, -0.0331, 0.0, 0.0432, 0.1107, 0.2114, 0.2882, 0.3734, 0.439, 0.4819, 0.4692, 0.3963, 0.4143, 0.3911, 0.3874, 0.3958, 0.3076, 0.2881, 0.2041, 0.2546, 0.2283, 0.3728, 0.5676, 0.5632, 0.7335, 0.6418, 0.5732, 0.6536, 0.5915, 0.8417, 0.9651, 0.9543, 0.7759, 0.757, 0.7045, 0.9542, 0.9084, 0.9084, 0.8488, 0.8515, 1.0112, 1.0534, 1.3504, 1.3154, 1.2364, 1.3074, 1.0243, 0.9371, 0.9559, 0.881, 0.9748, 1.0647, 1.3109, 1.3556, 1.4961, 1.5474, 1.5474, 1.5201, 1.4458, 1.3073, 1.2803, 1.1352, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1986414157181157638", "ticker_idx": 0, "ts": "2025-11-06T12:43:35+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's a trap $duol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Calls DUOL a value trap; bearish stance on the stock.", "resolved_tickers": ["DUOL"], "resolution_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": "@InvestingVisual It's a trap $duol https://t.co/AiLVVWUQzm", "reply_text": null, "parent_text": "$DUOL: An opportunity or a value trap?\n\nLet’s break down the key takeaways from $DUOL Q3: Covering results, outlook, and the 20%+ stock drop from my perspective as a $DUOL shareholder.\n\n1. User growth over monetization\nIn Q3, management announced an important strategic shift:", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": 0.34210788500698386, "ret_signed_m1d": -0.34210788500698386, "alpha_spy_m1d": -0.33126206152672255, "alpha_c_m1d": -0.33126206152672255, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.010845823480261307, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03855683394706366, "ret_signed_p1d": -0.03855683394706366, "alpha_spy_p1d": -0.03757226886840459, "alpha_c_p1d": -0.03757226886840459, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.03716327037724432, "ret_signed_p1w": 0.03716327037724432, "alpha_spy_p1w": 0.03974412723347209, "alpha_c_p1w": 0.03974412723347209, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.0025808568562277756, "ret_p1m": 0.031020926687482797, "ret_signed_p1m": -0.031020926687482797, "alpha_spy_p1m": -0.008076355479621489, "alpha_c_p1m": -0.008076355479621489, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": -0.37916798095919924, "ret_signed_p3m": 0.37916798095919924, "alpha_spy_p3m": 0.4108809102799311, "alpha_c_p3m": 0.4108809102799311, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.42577683056829807, "ret_signed_p6m": 0.42577683056829807, "alpha_spy_p6m": 0.5069980327971757, "alpha_c_p6m": 0.5069980327971757, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.08122120222887763, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.031020926687482797, "alpha_spy_stated": -0.008076355479621489, "alpha_c_stated": -0.008076355479621489, "price_path": [0.758, 0.6668, 0.6926, 0.7027, 0.6875, 0.9056, 0.7583, 0.7491, 0.7834, 0.713, 0.6591, 0.6312, 0.641, 0.666, 0.5374, 0.5374, 0.4967, 0.4582, 0.4076, 0.3997, 0.4002, 0.4116, 0.4757, 0.5967, 0.5893, 0.4716, 0.4491, 0.4409, 0.4951, 0.5015, 0.5967, 0.5459, 0.5545, 0.6181, 0.6847, 0.697, 0.6612, 0.5677, 0.6156, 0.6653, 0.6533, 0.6516, 0.7925, 0.7404, 0.6775, 0.7033, 0.7167, 0.7605, 0.7062, 0.6724, 0.6142, 0.6394, 0.5875, 0.6179, 0.6104, 0.5832, 0.5169, 0.4079, 0.3566, 0.3969, 0.3675, 0.3525, 0.3421, 0.0, 0.0386, -0.0049, 0.0059, -0.037, -0.0372, -0.0448, -0.0798, -0.0944, -0.0994, -0.1328, -0.1082, -0.1098, -0.0928, -0.0274, -0.0274, -0.012, -0.0428, -0.0574, -0.0434, -0.0277, 0.031, 0.0732, 0.0792, 0.0191, 0.0373, 0.0131, -0.0401, -0.036, -0.0505, -0.056, -0.0402, -0.0432, -0.0747, -0.0674, -0.0674, -0.0624, -0.07, -0.0857, -0.0941, -0.0941, -0.0891, -0.0443, -0.0764, -0.09, -0.1026, -0.0882, -0.1652, -0.1442, -0.1934, -0.203, -0.2249, -0.2249, -0.2331, -0.2422, -0.2067, -0.1949, -0.2177, -0.246, -0.2629, -0.2801, -0.308, -0.319, -0.3792, -0.3966, -0.4098, -0.3837, -0.3862, -0.377, -0.4358, -0.4216, -0.419, -0.419, -0.4215, -0.4195, -0.4265, -0.4171, -0.4522, -0.4352, -0.4237, -0.3938, -0.4787, -0.4796, -0.4755, -0.5036, -0.4759, -0.4739, -0.4817, -0.5087, -0.49, -0.5101, -0.4922, -0.4738, -0.4613, -0.4836, -0.4859, -0.4939, -0.4851, -0.4958, -0.4884, -0.4936, -0.5078, -0.5142, -0.4912, -0.5035, -0.5017, -0.5017, -0.487, -0.503, -0.53, -0.5327, -0.5353, -0.5172, -0.5279, -0.4901, -0.466, -0.4812, -0.4589, -0.4703, -0.4554, -0.4823, -0.466, -0.4668, -0.4516, -0.4486, -0.4317, -0.4258]}
{"unit_id": "reply:2049168725266309578", "ticker_idx": 0, "ts": "2026-04-28T16:47:50+00:00", "symbol": "FIG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My bear thesis for $FIG is if Anthropic/Claude can build entire website with a prompt - why the hell do i need a design tool that is built for Product manager, design, and engineers. AI is literally merging those 3 roles into one prompt.", "tweet_type": "analysis", "timeline": "months", "summary": "Short FIG: agentic AI (Anthropic/Claude) makes design tools obsolete by merging PM/design/engineering into a single prompt.", "resolved_tickers": ["FIG"], "resolution_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": "My bear thesis for $FIG is if Anthropic/Claude can build entire website with a prompt - why the hell do i need a design tool that is built for Product manager, design, and engineers. AI is literally merging those 3 roles into one prompt.  Just watch how agentic AI will progress in the next year.", "reply_text": null, "parent_text": "@DeepValueBagger You don't think $FIG is intriguing here? Obviously over 100 was a ridiculous valuation lol but it's interesting at these levels. I think the anthropic disruption is overblown, or at the very least not going to happen as quickly as people suggest", "quoted_text": null, "parent_author": "capiscecapital", "ret_m1d": 0.007566889316494185, "ret_signed_m1d": -0.007566889316494185, "alpha_spy_m1d": -0.002677103388863067, "alpha_c_m1d": -0.002677103388863067, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.004889785927631118, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01862629156809814, "ret_signed_p1d": 0.01862629156809814, "alpha_spy_p1d": 0.01847178224311219, "alpha_c_p1d": 0.01847178224311219, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.00015450932498595193, "ret_p1w": 0.1303841519981419, "ret_signed_p1w": -0.1303841519981419, "alpha_spy_p1w": -0.11341039554026255, "alpha_c_p1w": -0.11341039554026255, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.016973756457879352, "ret_p1m": 0.24214201242818567, "ret_signed_p1m": -0.24214201242818567, "alpha_spy_p1m": -0.18766599679806717, "alpha_c_p1m": -0.18766599679806717, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.0544760156301185, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24214201242818567, "alpha_spy_stated": -0.18766599679806717, "alpha_c_stated": -0.18766599679806717, "price_path": [0.5757, 0.5087, 0.397, 0.2451, 0.3102, 0.2922, 0.28, 0.2881, 0.4028, 0.3137, 0.2817, 0.3114, 0.3114, 0.3446, 0.408, 0.5052, 0.5186, 0.4406, 0.5966, 0.8184, 0.759, 0.7107, 0.7049, 0.7893, 0.7253, 0.7637, 0.6944, 0.7742, 0.6502, 0.6205, 0.5233, 0.5151, 0.5809, 0.5978, 0.4703, 0.4098, 0.3813, 0.3504, 0.273, 0.2276, 0.2893, 0.1752, 0.1735, 0.2305, 0.1886, 0.2381, 0.2381, 0.2468, 0.2334, 0.1729, 0.1106, 0.057, 0.1164, 0.0722, 0.1839, 0.1828, 0.1013, 0.1065, 0.0896, 0.1158, 0.0081, 0.0169, 0.0076, 0.0, -0.0186, 0.0303, 0.0908, 0.1618, 0.1304, 0.1228, 0.1967, 0.2026, 0.1671, 0.1251, 0.1024, 0.1781, 0.3341, 0.4179, 0.3545, 0.3143, 0.2567, 0.3219, 0.3219, 0.2782, 0.2421, 0.3655, 0.4843, 0.5786, 0.4139, 0.3265, 0.3102, 0.266, 0.2282, 0.1927, 0.1519, 0.1257, 0.0792, 0.0774, 0.0466, 0.0856, 0.099, 0.099, 0.1106, 0.1054, 0.085, -0.0198, 0.0838, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1988230887649993016", "ticker_idx": 0, "ts": "2025-11-11T13:02:37+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 sold out all capacity, Meta+MSFT deal, sells ATM $2.5B (10% dilution) to fund $7-9B growth. 10/10", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rates NBIS ATM 10/10 (sold-out capacity, Meta+MSFT deal, accretive dilution) vs CLSK 0/10 (no deals, dilutive buyback to insiders, weak tape).", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Tales of two ATMs (at the market equity sale):\n\n$NBIS sold out all capacity, Meta+MSFT deal, sells ATM $2.5B (10% dilution) to fund $7-9B growth. 10/10\n\n$CLSK all talk / no deal, ATM $1B on $4.5B MC (22%) dilution to fund $400M buy back to insiders; announced on stock weakness.  0/10", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790511512197362, "alpha_c_m1d": 0.08367714948195715, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00805598302502053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07689298098696984, "ret_signed_p1d": -0.07689298098696984, "alpha_spy_p1d": -0.07744937135333418, "alpha_c_p1d": -0.07111371666109512, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.005779264325874722, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333524563399509, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928109538125295, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.10955720212012043, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131406974809645, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.17464098540305073, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.016941880002167897, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743309071425465, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.03419965447104589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08442579514531079, "alpha_spy_stated": -0.09111698623787501, "alpha_c_stated": -0.10955720212012043, "price_path": [-0.3303, -0.2994, -0.2904, -0.3427, -0.34, -0.3526, -0.3252, -0.315, -0.3105, -0.3142, -0.2952, -0.3316, -0.3316, -0.3571, -0.3578, -0.365, -0.3595, -0.3733, -0.0636, -0.0864, -0.1275, -0.1155, -0.1102, -0.1251, -0.0796, -0.0792, -0.0285, 0.0428, 0.0546, 0.1077, 0.056, 0.0536, 0.0783, 0.0983, 0.131, 0.2314, 0.252, 0.2223, 0.1514, 0.1935, 0.2976, 0.2677, 0.3252, 0.2537, 0.231, 0.2037, 0.1098, 0.0663, 0.0202, -0.0352, 0.0385, 0.1471, 0.2271, 0.1918, 0.2238, 0.2148, 0.2798, 0.1785, 0.0814, 0.1446, 0.0706, 0.0886, 0.0756, 0.0, -0.0769, -0.1329, -0.1827, -0.1589, -0.1143, -0.0699, -0.172, -0.1855, -0.101, -0.1305, -0.0737, -0.0737, -0.0719, -0.0203, -0.0564, -0.0323, 0.0057, -0.0409, -0.0185, -0.0568, -0.0844, -0.0777, -0.1421, -0.2062, -0.2081, -0.2619, -0.2361, -0.1248, -0.0879, -0.1193, -0.1085, -0.1085, -0.1431, -0.1583, -0.1668, -0.1811, -0.1811, -0.12, -0.0919, -0.0194, -0.0588, -0.0481, -0.042, 0.05, 0.0314, -0.0023, 0.0163, 0.0637, 0.0637, -0.0287, -0.0328, -0.0525, -0.0755, -0.1053, -0.0426, -0.0175, -0.0715, -0.1666, -0.1375, -0.12, -0.194, -0.2773, -0.1577, -0.0914, -0.102, -0.1331, -0.1222, -0.0412, -0.0412, -0.046, -0.0041, 0.0527, -0.0421, -0.0158, 0.0035, 0.0382, 0.026, -0.1079, -0.1097, -0.1509, -0.0434, -0.0643, -0.1261, -0.0712, -0.0566, 0.0956, 0.0569, 0.105, 0.2703, 0.138, 0.1599, 0.1888, 0.1507, 0.1167, 0.1241, 0.1259, 0.0367, -0.0137, -0.0974, 0.0151, -0.0026, 0.0646, 0.0646, 0.101, 0.1485, 0.2229, 0.3337, 0.4182, 0.512, 0.5842, 0.6315, 0.6175, 0.5373, 0.557, 0.5315, 0.5275, 0.5367, 0.4396, 0.4181, 0.3257, 0.3812, 0.3523, 0.5113, 0.7259, 0.721, 0.9085]}
{"unit_id": "orig:1988230887649993016", "ticker_idx": 1, "ts": "2025-11-11T13:02:37+00:00", "symbol": "CLSK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CLSK all talk / no deal, ATM $1B on $4.5B MC (22%) dilution to fund $400M buy back to insiders; announced on stock weakness. 0/10", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Rates NBIS ATM 10/10 (sold-out capacity, Meta+MSFT deal, accretive dilution) vs CLSK 0/10 (no deals, dilutive buyback to insiders, weak tape).", "resolved_tickers": ["CLSK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "Tales of two ATMs (at the market equity sale):\n\n$NBIS sold out all capacity, Meta+MSFT deal, sells ATM $2.5B (10% dilution) to fund $7-9B growth. 10/10\n\n$CLSK all talk / no deal, ATM $1B on $4.5B MC (22%) dilution to fund $400M buy back to insiders; announced on stock weakness.  0/10", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07013169464767688, "ret_signed_m1d": -0.07013169464767688, "alpha_spy_m1d": -0.07241564331271388, "alpha_c_m1d": -0.07464204750245829, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.004510352854781408, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05090780695649222, "ret_signed_p1d": 0.05090780695649222, "alpha_spy_p1d": 0.051464197322856564, "alpha_c_p1d": 0.05955277086989608, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.008644963913403858, "ret_p1w": -0.23033105298002, "ret_signed_p1w": 0.23033105298002, "alpha_spy_p1w": 0.1967732803327471, "alpha_c_p1w": 0.19575112476136125, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.03457992821865874, "ret_p1m": 0.03453183724048947, "ret_signed_p1m": -0.03453183724048947, "alpha_spy_p1m": -0.027840646147925252, "alpha_c_p1m": -0.021752189703419633, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.012779647537069838, "ret_p3m": -0.28230688010321003, "ret_signed_p3m": 0.28230688010321003, "alpha_spy_p3m": 0.29645144951248015, "alpha_c_p3m": 0.3056041050708098, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.023297224967599783, "ret_p6m": 0.03239586480843326, "ret_signed_p6m": -0.03239586480843326, "alpha_spy_p6m": 0.04814360047834931, "alpha_c_p6m": -0.0497122788761829, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": -0.01731641406774964, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03453183724048947, "alpha_spy_stated": -0.027840646147925252, "alpha_c_stated": -0.021752189703419633, "price_path": [-0.2916, -0.3058, -0.2994, -0.3336, -0.3243, -0.3357, -0.3008, -0.3272, -0.3108, -0.3179, -0.32, -0.3257, -0.3257, -0.3136, -0.3279, -0.3535, -0.3421, -0.3471, -0.3115, -0.2859, -0.2738, -0.2631, -0.2674, -0.2026, -0.1855, -0.0417, -0.0303, -0.0217, -0.0096, 0.0288, -0.026, -0.0773, 0.0587, 0.0324, 0.0388, 0.078, 0.1349, 0.241, 0.2787, 0.3514, 0.4304, 0.3727, 0.4268, 0.565, 0.6518, 0.4233, 0.3902, 0.4525, 0.3364, 0.2004, 0.2581, 0.3788, 0.4382, 0.3635, 0.345, 0.2595, 0.2674, 0.2403, 0.1549, 0.1805, 0.0965, 0.1086, 0.0701, 0.0, -0.0509, -0.147, -0.2197, -0.2446, -0.2303, -0.2723, -0.3037, -0.3072, -0.1826, -0.1584, -0.0424, -0.0424, 0.0751, 0.0025, -0.0239, 0.0317, 0.0701, -0.0235, -0.011, 0.0573, 0.0345, 0.0552, -0.0011, -0.1517, -0.1556, -0.1826, -0.2026, -0.1435, -0.1385, -0.1805, -0.1883, -0.1883, -0.2232, -0.2367, -0.2581, -0.2795, -0.2795, -0.1776, -0.1242, -0.1463, -0.1506, -0.1463, -0.1734, -0.1485, -0.1064, -0.0502, -0.0936, -0.0481, -0.0481, -0.0915, -0.0879, -0.0609, -0.0239, -0.1143, -0.0552, -0.0424, -0.1036, -0.157, -0.214, -0.1912, -0.2723, -0.4115, -0.2823, -0.2745, -0.2859, -0.3151, -0.3371, -0.2987, -0.2987, -0.3393, -0.34, -0.3008, -0.3129, -0.3008, -0.2631, -0.256, -0.2567, -0.2916, -0.2488, -0.2958, -0.241, -0.2916, -0.3443, -0.3158, -0.3143, -0.3015, -0.32, -0.3051, -0.2866, -0.2802, -0.2965, -0.3001, -0.3307, -0.2894, -0.3179, -0.2909, -0.3378, -0.3834, -0.4176, -0.3941, -0.3863, -0.3742, -0.3742, -0.3521, -0.3549, -0.2965, -0.2738, -0.2866, -0.2339, -0.1976, -0.1983, -0.1869, -0.1477, -0.142, -0.1805, -0.1307, -0.1292, -0.0915, -0.1278, -0.1606, -0.1905, -0.1079, -0.1335, -0.0872, -0.0452, 0.0324]}
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{"unit_id": "orig:2045136029602992225", "ticker_idx": 1, "ts": "2026-04-17T13:43:20+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are my original $rklb shares I'm still holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding original long positions in HOOD, RKLB, and TSLA; self-described long-term holder.", "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": "Don't anyone say I'm short term trader. These are my original $hood $rklb $tsla shares I'm still holding. https://t.co/47RVsNRyof", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022051918387793856, "ret_signed_m1d": -0.022051918387793856, "alpha_spy_m1d": -0.010110551893227737, "alpha_c_m1d": -0.003724443608315031, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.018327474779478825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.054952781427031416, "ret_signed_p1d": 0.054952781427031416, "alpha_spy_p1d": 0.05695251654205091, "alpha_c_p1d": 0.05270509970144377, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": 0.002247681725587647, "ret_p1w": -0.060377388706661095, "ret_signed_p1w": -0.060377388706661095, "alpha_spy_p1w": -0.06572842722553862, "alpha_c_p1w": -0.05438351199962066, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": -0.005993876707040435, "ret_p1m": 0.5466981007306764, "ret_signed_p1m": 0.5466981007306764, "alpha_spy_p1m": 0.5065511369596862, "alpha_c_p1m": 0.5626049273762838, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": -0.015906826645607386, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5466981007306764, "alpha_spy_stated": 0.5065511369596862, "alpha_c_stated": 0.5626049273762838, "price_path": [0.0514, 0.0356, 0.0375, 0.0483, -0.0509, 0.0259, 0.0445, 0.0104, -0.0558, -0.1256, -0.0416, -0.1379, -0.2179, -0.1472, -0.1057, -0.1506, -0.179, -0.2216, -0.2047, -0.2047, -0.1758, -0.1224, -0.0969, -0.1644, -0.1721, -0.1749, -0.1722, -0.1433, -0.1851, -0.1631, -0.173, -0.152, -0.1745, -0.1732, -0.1571, -0.1871, -0.1514, -0.1937, -0.1933, -0.1591, -0.0732, -0.1807, -0.1518, -0.2072, -0.1981, -0.2209, -0.1406, -0.2224, -0.2815, -0.3233, -0.2427, -0.2274, -0.2013, -0.2013, -0.202, -0.2179, -0.1854, -0.213, -0.1975, -0.1672, -0.1483, -0.1321, -0.0221, 0.0, 0.055, 0.0217, 0.0618, -0.0024, -0.0604, -0.0296, -0.0732, -0.0917, -0.027, -0.0706, -0.0529, -0.0712, -0.0018, -0.0733, 0.2437, 0.3838, 0.3863, 0.464, 0.5631, 0.4713, 0.5467, 0.5013, 0.5835, 0.4794, 0.6009, 0.6009, 0.6887, 0.7716, 0.7456, 0.692, 0.4433, 0.4542, 0.3526, 0.4145, 0.2981, 0.3402, 0.2763, 0.2388, 0.3535, 0.2074, 0.2883, 0.2338, 0.2733, 0.2646, 0.2646, 0.1827, 0.1217, 0.0072, -0.0485, -0.0031, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2045136029602992225", "ticker_idx": 2, "ts": "2026-04-17T13:43:20+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "These are my original $tsla shares I'm still holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding original long positions in HOOD, RKLB, and TSLA; self-described long-term holder.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Don't anyone say I'm short term trader. These are my original $hood $rklb $tsla shares I'm still holding. https://t.co/47RVsNRyof", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02925465868790411, "ret_signed_m1d": -0.02925465868790411, "alpha_spy_m1d": -0.017313292193337992, "alpha_c_m1d": -0.006166844478349143, "bench_spy_m1d": -0.011941366494566119, "bench_c_m1d": -0.02308781420955497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02026857175416885, "ret_signed_p1d": -0.02026857175416885, "alpha_spy_p1d": -0.018268836639149355, "alpha_c_p1d": -0.015783902120959037, "bench_spy_p1d": -0.0019997351150194964, "bench_c_p1d": -0.004484669633209815, "ret_p1w": -0.060705924868040495, "ret_signed_p1w": -0.060705924868040495, "alpha_spy_p1w": -0.06605696338691802, "alpha_c_p1w": -0.046421428646119756, "bench_spy_p1w": 0.005351038518877527, "bench_c_p1w": -0.01428449622192074, "ret_p1m": 0.02338873553839127, "ret_signed_p1m": 0.02338873553839127, "alpha_spy_p1m": -0.01675822823259887, "alpha_c_p1m": 0.057355990809217716, "bench_spy_p1m": 0.04014696377099014, "bench_c_p1m": -0.033967255270826446, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02338873553839127, "alpha_spy_stated": -0.01675822823259887, "alpha_c_stated": 0.057355990809217716, "price_path": [0.0465, 0.0769, 0.1217, 0.1209, 0.0863, 0.0756, 0.077, 0.0398, 0.0744, 0.0529, 0.0533, 0.0135, -0.0085, 0.0262, 0.0417, 0.0614, 0.069, 0.0411, 0.042, 0.042, 0.025, 0.0267, 0.0277, 0.028, -0.002, 0.0219, 0.0419, 0.0199, 0.0047, 0.0067, -0.0204, 0.0133, 0.0123, -0.0097, -0.0048, -0.0034, 0.018, -0.014, -0.0235, -0.0126, -0.0034, -0.0196, -0.0507, -0.0815, -0.0493, -0.0439, -0.0366, -0.0712, -0.0968, -0.1132, -0.0721, -0.0483, -0.0999, -0.0999, -0.1193, -0.1347, -0.1432, -0.1373, -0.129, -0.1203, -0.0909, -0.0216, -0.0293, 0.0, -0.0203, -0.0354, -0.0327, -0.0671, -0.0607, -0.0548, -0.0614, -0.0694, -0.0474, -0.0245, -0.0202, -0.0281, -0.0047, 0.0279, 0.0692, 0.1108, 0.0819, 0.1115, 0.1065, 0.054, 0.0234, 0.0087, 0.0415, 0.043, 0.0634, 0.0634, 0.0823, 0.0992, 0.1035, 0.0878, 0.0381, 0.0577, 0.0576, 0.0445, -0.024, 0.0208, -0.0098, -0.0475, -0.0037, 0.0145, 0.0263, 0.0101, -0.0106, -0.0003, -0.0003, 0.0111, -0.0475, -0.0626, -0.0637, -0.0522, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2002140143181086788", "ticker_idx": 0, "ts": "2025-12-19T22:13:02+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 and btc are my exposure", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Currently long HOOD and BTC as crypto/fintech exposure after exiting CRCL.", "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": "reply_other", "lang": "en", "tweet_text": "@YoloJayMe I'm out of crcl. Hood and btc are my exposure", "reply_text": null, "parent_text": "@DeepValueBagger What % of your shares did you sell? Was looking at $CRCL to get into crypto given the dip, I settled on buying $LINK instead, I think it's a better play and no single point of failure risk to get past regulatory hurdles.", "quoted_text": null, "parent_author": "YoloJayMe", "ret_m1d": -0.008335411044921526, "ret_signed_m1d": -0.008335411044921526, "alpha_spy_m1d": -0.002144177365900557, "alpha_c_m1d": 0.00379407380895902, "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": -0.017406266527782654, "ret_signed_p1d": -0.017406266527782654, "alpha_spy_p1d": -0.0219767588751133, "alpha_c_p1d": -0.01939468158264701, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.0019884150548643564, "ret_p1w": -0.040369390622933765, "ret_signed_p1w": -0.040369390622933765, "alpha_spy_p1w": -0.0447792334480287, "alpha_c_p1w": -0.040369390622933765, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.0, "ret_p1m": -0.13557247360402247, "ret_signed_p1m": -0.13557247360402247, "alpha_spy_p1m": -0.12498591200375608, "alpha_c_p1m": -0.09724999536057166, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.03832247824345081, "ret_p3m": -0.393969093751771, "ret_signed_p3m": -0.393969093751771, "alpha_spy_p3m": -0.35741984907332003, "alpha_c_p3m": -0.279543973005705, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.11442512074606603, "ret_p6m": -0.20969194317376194, "ret_signed_p6m": -0.20969194317376194, "alpha_spy_p6m": -0.3083284202739923, "alpha_c_p6m": -0.19720780152805428, "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": -0.13557247360402247, "alpha_spy_stated": -0.12498591200375608, "alpha_c_stated": -0.09724999536057166, "price_path": [0.0362, 0.0023, -0.0048, 0.1173, 0.1701, 0.137, 0.1907, 0.2149, 0.1789, 0.1849, 0.2329, 0.2459, 0.1356, 0.1496, 0.1028, 0.0963, 0.0741, 0.0616, 0.1097, 0.0774, 0.0396, 0.0977, 0.1424, 0.192, 0.1951, 0.1833, 0.1283, 0.1995, 0.2019, 0.1179, 0.1643, 0.0385, 0.0653, 0.1104, 0.0781, 0.0867, -0.0069, 0.0011, -0.0523, -0.0659, -0.0344, -0.1321, -0.1232, -0.0605, -0.0556, 0.0476, 0.0476, 0.05, 0.0071, 0.0293, 0.0921, 0.1202, 0.0783, 0.1149, 0.109, 0.1086, 0.0083, -0.0235, -0.0581, -0.0243, -0.0537, -0.0426, -0.0083, 0.0, -0.0174, -0.0158, -0.0158, -0.0346, -0.0404, -0.0565, -0.0758, -0.0758, -0.0585, 0.0071, -0.0055, -0.0441, -0.057, -0.058, -0.0396, -0.0174, -0.0221, -0.0982, -0.1114, -0.1114, -0.1356, -0.1344, -0.1317, -0.1257, -0.1256, -0.14, -0.155, -0.1727, -0.1871, -0.2653, -0.2885, -0.3412, -0.4061, -0.3232, -0.2926, -0.3005, -0.3628, -0.4188, -0.3792, -0.3792, -0.3835, -0.3854, -0.3818, -0.378, -0.4134, -0.4003, -0.3664, -0.3507, -0.3802, -0.3562, -0.3784, -0.3282, -0.3417, -0.37, -0.3516, -0.3583, -0.357, -0.378, -0.4003, -0.3846, -0.3679, -0.3879, -0.394, -0.4207, -0.4076, -0.4355, -0.4072, -0.4251, -0.4605, -0.4675, -0.4337, -0.4271, -0.437, -0.437, -0.4298, -0.4308, -0.413, -0.427, -0.4346, -0.4143, -0.3537, -0.2864, -0.2903, -0.2584, -0.2541, -0.2937, -0.2774, -0.3173, -0.3078, -0.314, -0.3293, -0.4182, -0.4043, -0.3981, -0.3744, -0.3705, -0.354, -0.3766, -0.3705, -0.3399, -0.3604, -0.3728, -0.3405, -0.3696, -0.3695, -0.394, -0.3809, -0.3796, -0.3982, -0.3982, -0.3945, -0.3771, -0.3067, -0.2294, -0.2586, -0.2796, -0.323, -0.2782, -0.3261, -0.3051, -0.3154, -0.2943, -0.2463, -0.2385, -0.1982, -0.2097]}
{"unit_id": "reply:2002140143181086788", "ticker_idx": 1, "ts": "2025-12-19T22:13:02+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Hood and btc are my exposure", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Currently long HOOD and BTC as crypto/fintech exposure after exiting CRCL.", "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": "@YoloJayMe I'm out of crcl. Hood and btc are my exposure", "reply_text": null, "parent_text": "@DeepValueBagger What % of your shares did you sell? Was looking at $CRCL to get into crypto given the dip, I settled on buying $LINK instead, I think it's a better play and no single point of failure risk to get past regulatory hurdles.", "quoted_text": null, "parent_author": "YoloJayMe", "ret_m1d": -0.029974728729999622, "ret_signed_m1d": -0.029974728729999622, "alpha_spy_m1d": -0.023783495050978654, "alpha_c_m1d": -0.023783495050978654, "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": 0.004388399175577984, "ret_signed_p1d": 0.004388399175577984, "alpha_spy_p1d": -0.00018209317175266193, "alpha_c_p1d": -0.00018209317175266193, "bench_spy_p1d": 0.004570492347330646, "bench_c_p1d": 0.004570492347330646, "ret_p1w": -0.009102410139082862, "ret_signed_p1w": -0.009102410139082862, "alpha_spy_p1w": -0.013512252964177796, "alpha_c_p1w": -0.013512252964177796, "bench_spy_p1w": 0.004409842825094934, "bench_c_p1w": 0.004409842825094934, "ret_p1m": 0.05051123799605817, "ret_signed_p1m": 0.05051123799605817, "alpha_spy_p1m": 0.061097799596324553, "alpha_c_p1m": 0.061097799596324553, "bench_spy_p1m": -0.010586561600266386, "bench_c_p1m": -0.010586561600266386, "ret_p3m": -0.19134117385000382, "ret_signed_p3m": -0.19134117385000382, "alpha_spy_p3m": -0.15479192917155282, "alpha_c_p3m": -0.15479192917155282, "bench_spy_p3m": -0.036549244678451, "bench_c_p3m": -0.036549244678451, "ret_p6m": -0.2475941571837702, "ret_signed_p6m": -0.2475941571837702, "alpha_spy_p6m": -0.3462306342840006, "alpha_c_p6m": -0.3462306342840006, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.05051123799605817, "alpha_spy_stated": 0.061097799596324553, "alpha_c_stated": 0.061097799596324553, "price_path": [0.2714, 0.2863, 0.2377, 0.2453, 0.2985, 0.2946, 0.3467, 0.3698, 0.3878, 0.416, 0.3785, 0.4001, 0.3814, 0.285, 0.3084, 0.2839, 0.2574, 0.2279, 0.2084, 0.2552, 0.2312, 0.2223, 0.2493, 0.2603, 0.2953, 0.2821, 0.2492, 0.2293, 0.2435, 0.2093, 0.1531, 0.1792, 0.1498, 0.1733, 0.2031, 0.1691, 0.1539, 0.1316, 0.0714, 0.0453, 0.055, 0.0382, -0.0167, -0.0342, 0.0019, -0.0086, 0.0274, 0.0361, 0.032, -0.0202, 0.0369, 0.0616, 0.0458, 0.0146, 0.0288, 0.0521, 0.0445, 0.05, 0.0246, -0.0191, -0.0029, -0.0222, -0.03, 0.0, 0.0044, -0.0078, -0.0056, -0.0099, -0.0091, -0.011, 0.0037, -0.0067, 0.0071, 0.0209, 0.0656, 0.0639, 0.0364, 0.0332, 0.0274, 0.0351, 0.0819, 0.1002, 0.0845, 0.0842, 0.0505, 0.0024, 0.0145, 0.0154, 0.0159, 0.0019, 0.0113, 0.0123, -0.0402, -0.0451, -0.1069, -0.1415, -0.1712, -0.2883, -0.1992, -0.2041, -0.2192, -0.2396, -0.2484, -0.2184, -0.2186, -0.2339, -0.2461, -0.24, -0.2281, -0.2666, -0.2727, -0.2286, -0.2344, -0.2522, -0.2194, -0.2248, -0.1747, -0.1959, -0.2266, -0.2236, -0.2063, -0.2032, -0.1999, -0.1945, -0.1503, -0.161, -0.1913, -0.2065, -0.1995, -0.1951, -0.1996, -0.1906, -0.2192, -0.247, -0.243, -0.2255, -0.2273, -0.2408, -0.2403, -0.2184, -0.1835, -0.1927, -0.1854, -0.1717, -0.1546, -0.158, -0.1509, -0.147, -0.1246, -0.1388, -0.1334, -0.1124, -0.1116, -0.1209, -0.1219, -0.1334, -0.1399, -0.1339, -0.1126, -0.0939, -0.0815, -0.0758, -0.0919, -0.0899, -0.0724, -0.0866, -0.1002, -0.08, -0.1026, -0.1265, -0.1289, -0.1208, -0.1199, -0.1432, -0.1228, -0.1394, -0.1562, -0.1653, -0.1672, -0.1905, -0.2429, -0.2734, -0.2758, -0.3085, -0.2839, -0.3003, -0.3025, -0.2786, -0.2788, -0.2476]}
{"unit_id": "reply:2012951703977402483", "ticker_idx": 0, "ts": "2026-01-18T18:14:19+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Based on 1 or 2 more quarters of this, we should see a breakout", "tweet_type": "prediction", "timeline": "quarters", "summary": "Expects Amazon breakout in 1-2 quarters driven by AWS + Ads momentum.", "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": "@DimitryNakhla Based on 1 or 2 more quarters of this, we should see a breakout", "reply_text": null, "parent_text": "@DeepValueBagger AWS + Ads $200B run rate with superb margins", "quoted_text": null, "parent_author": "DimitryNakhla", "ret_m1d": 0.03515149401379869, "ret_signed_m1d": 0.03515149401379869, "alpha_spy_m1d": 0.014371683556546389, "alpha_c_m1d": 0.008455732555763262, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.026695761458035427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001341980773133189, "ret_signed_p1d": 0.001341980773133189, "alpha_spy_p1d": -0.01019912850852811, "alpha_c_p1d": -0.01779832190049424, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.01914030267362743, "ret_p1w": 0.059220747514204586, "ret_signed_p1w": 0.059220747514204586, "alpha_spy_p1w": 0.032788468558513584, "alpha_c_p1w": 0.029251050373028997, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.02996969714117559, "ret_p1m": -0.11346323252756363, "ret_signed_p1m": -0.11346323252756363, "alpha_spy_p1m": -0.1263177784727626, "alpha_c_p1m": -0.09583382869727819, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": -0.01762940383028544, "ret_p3m": 0.08467531410646645, "ret_signed_p3m": 0.08467531410646645, "alpha_spy_p3m": 0.03375963032884011, "alpha_c_p3m": 0.07181537602399612, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.012859938082470324, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.08467531410646645, "alpha_spy_stated": 0.03375963032884011, "alpha_c_stated": 0.07181537602399612, "price_path": [-0.0429, -0.0294, -0.0174, -0.0076, -0.003, -0.0352, 0.0572, 0.0996, 0.0793, 0.0831, 0.0521, 0.0581, 0.0753, 0.0784, 0.0571, 0.0285, 0.016, 0.0081, -0.0366, -0.036, -0.06, -0.0446, -0.0204, -0.0058, -0.008, -0.008, 0.0096, 0.0125, 0.0148, 0.006, -0.0082, -0.0064, -0.0178, -0.0133, 0.0034, -0.0031, -0.0208, -0.0366, -0.0365, -0.0421, -0.0184, -0.0158, -0.0111, 0.0049, 0.006, 0.006, 0.0066, 0.0046, 0.0066, -0.0008, -0.0008, -0.0195, 0.0089, 0.043, 0.0457, 0.0662, 0.0709, 0.067, 0.0502, 0.0245, 0.0311, 0.0352, 0.0352, 0.0, 0.0013, 0.0145, 0.0353, 0.0321, 0.0592, 0.052, 0.0465, 0.0359, 0.0518, 0.033, 0.0086, -0.036, -0.0895, -0.0965, -0.1041, -0.1165, -0.1359, -0.1394, -0.1394, -0.1292, -0.1135, -0.1132, -0.0904, -0.1114, -0.0971, -0.0881, -0.0999, -0.0909, -0.0979, -0.0964, -0.0614, -0.0522, -0.077, -0.0758, -0.0722, -0.0794, -0.0929, -0.101, -0.0834, -0.0684, -0.0915, -0.0963, -0.111, -0.0903, -0.1029, -0.0835, -0.1016, -0.1371, -0.1301, -0.0984, -0.0884, -0.0919, -0.0919, -0.0788, -0.0746, -0.0422, 0.0115, 0.0319, 0.0385, 0.078, 0.0758, 0.081, 0.0847, 0.0748, 0.0819, 0.1055, 0.1042, 0.1428, 0.1304, 0.1242, 0.1387, 0.1474, 0.1613, 0.1777, 0.1842, 0.1904, 0.1739, 0.1804, 0.1645, 0.1507, 0.1694, 0.1568, 0.1435, 0.1466, 0.1227, 0.1472, 0.1622, 0.1529, 0.1529, 0.1484, 0.1768, 0.1861, 0.1716, 0.131, 0.1105, 0.0823, 0.0987, 0.0651, 0.0616, 0.0571, 0.0303, 0.0455, 0.0327, 0.065, 0.0649, 0.0281, 0.058, 0.058, 0.0077, 0.0135, 0.0142, -0.0173, 0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2020940922624811440", "ticker_idx": 0, "ts": "2026-02-09T19:20:37+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I csp on $420. Had to. It will always hold", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Sold cash-secured put at $420; bullish TSLA will hold that level.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@anono_mon I csp on $420. Had to. It will always hold", "reply_text": null, "parent_text": "TSLA https://t.co/zP2P639Pxn", "quoted_text": null, "parent_author": "anono_mon", "ret_m1d": -0.014880719504616668, "ret_signed_m1d": -0.014880719504616668, "alpha_spy_m1d": -0.010082130273934786, "alpha_c_m1d": -0.01862376860945114, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": 0.0037430491048344727, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018906316477488305, "ret_signed_p1d": 0.018906316477488305, "alpha_spy_p1d": 0.021543374248187752, "alpha_c_p1d": 0.01227079572930867, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": 0.006635520748179635, "ret_p1w": 0.0002875374175248524, "ret_signed_p1w": 0.0002875374175248524, "alpha_spy_p1w": 0.017868040449734557, "alpha_c_p1w": 0.011942136371196677, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": -0.011654598953671824, "ret_p1m": -0.04332410805264186, "ret_signed_p1m": -0.04332410805264186, "alpha_spy_p1m": -0.019158122667162214, "alpha_c_p1m": -0.0168673239105388, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.026456784142103063, "ret_p3m": -0.013251218926104813, "ret_signed_p3m": -0.013251218926104813, "alpha_spy_p3m": -0.07035619918442404, "alpha_c_p3m": -0.035121218655676745, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.02186999972957193, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04332410805264186, "alpha_spy_stated": -0.019158122667162214, "alpha_c_stated": -0.0168673239105388, "price_path": [0.0318, -0.0367, -0.0311, -0.0201, -0.0385, -0.0319, -0.0529, -0.0629, 0.0011, 0.005, 0.0222, 0.0222, 0.0308, 0.0307, 0.0286, 0.0705, 0.0892, 0.0903, 0.0533, 0.0667, 0.0818, 0.0709, 0.0998, 0.139, 0.1739, 0.1197, 0.1583, 0.1531, 0.1711, 0.1635, 0.1631, 0.1631, 0.1387, 0.1014, 0.0889, 0.0776, 0.0776, 0.0497, 0.0823, 0.0375, 0.0338, 0.0443, 0.0664, 0.0758, 0.0716, 0.0524, 0.0509, 0.0484, 0.0484, 0.0046, 0.0338, 0.0768, 0.0761, 0.0428, 0.0325, 0.0339, -0.0018, 0.0314, 0.0108, 0.0111, -0.0271, -0.0482, -0.0149, 0.0, 0.0189, 0.0262, -0.0006, 0.0003, 0.0003, -0.016, -0.0144, -0.0134, -0.0132, -0.0419, -0.019, 0.0002, -0.0209, -0.0355, -0.0335, -0.0596, -0.0273, -0.0282, -0.0493, -0.0447, -0.0433, -0.0228, -0.0535, -0.0626, -0.0521, -0.0433, -0.0588, -0.0887, -0.1183, -0.0874, -0.0822, -0.0752, -0.1083, -0.133, -0.1487, -0.1092, -0.0864, -0.1359, -0.1359, -0.1546, -0.1693, -0.1775, -0.1718, -0.1638, -0.1555, -0.1273, -0.0608, -0.0681, -0.04, -0.0595, -0.074, -0.0714, -0.1045, -0.0983, -0.0926, -0.099, -0.1067, -0.0855, -0.0635, -0.0595, -0.067, -0.0445, -0.0133, 0.0264, 0.0663, 0.0387, 0.067, 0.0623, 0.0118, -0.0176, -0.0317, -0.0001, 0.0013, 0.0208, 0.0208, 0.039, 0.0552, 0.0594, 0.0443, -0.0035, 0.0154, 0.0153, 0.0027, -0.0631, -0.0201, -0.0495, -0.0856, -0.0435, -0.0261, -0.0148, -0.0303, -0.0502, -0.0403, -0.0403, -0.0294, -0.0856, -0.1001, -0.1011, -0.0901, null, null, null, null, null, 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:1987922496922767369", "ticker_idx": 0, "ts": "2025-11-10T16:37:11+00:00", "symbol": "SNAP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like snapchat! the perplexity deal is great for both snapchat users to access ai easily and perplexity for exposure.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SNAP on Perplexity AI deal as a positive catalyst for users and AI exposure.", "resolved_tickers": ["SNAP"], "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": "@Jack64128896 I like snapchat! the perplexity deal is great for both snapchat users to access ai easily and perplexity for exposure.", "reply_text": null, "parent_text": "After holding Snapchat stock for 5 years, I’m finally green 😭😭😭😭😭😭 I need to call my mom $SNAP https://t.co/7u2fIekiCx", "quoted_text": null, "parent_author": "Jack64128896", "ret_m1d": -0.05523585332729741, "ret_signed_m1d": -0.05523585332729741, "alpha_spy_m1d": -0.0398712381267754, "alpha_c_m1d": -0.04490744742471042, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.01032840590258699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008055310918144709, "ret_signed_p1d": 0.008055310918144709, "alpha_spy_p1d": 0.005766133890290792, "alpha_c_p1d": -6.609803957857707e-05, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.008121408957723286, "ret_p1w": -0.05868806672428217, "ret_signed_p1w": -0.05868806672428217, "alpha_spy_p1w": -0.03554577659899971, "alpha_c_p1w": -0.04014983606642719, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.01853823065785498, "ret_p1m": -0.08860754214851096, "ret_signed_p1m": -0.08860754214851096, "alpha_spy_p1m": -0.09095542065451323, "alpha_c_p1m": -0.11606163270436498, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.027454090555854016, "ret_p3m": -0.41081701578940144, "ret_signed_p3m": -0.41081701578940144, "alpha_spy_p3m": -0.4081495303123729, "alpha_c_p3m": -0.44000326764258235, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.02918625185318091, "ret_p6m": -0.296892931121994, "ret_signed_p6m": -0.296892931121994, "alpha_spy_p6m": -0.36505907436714724, "alpha_c_p6m": -0.3242103543689606, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.02731742324696662, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08860754214851096, "alpha_spy_stated": -0.09095542065451323, "alpha_c_stated": -0.11606163270436498, "price_path": [-0.1577, -0.1853, -0.1772, -0.1554, -0.1738, -0.1761, -0.1887, -0.1715, -0.1945, -0.1922, -0.1956, -0.183, -0.1784, -0.1784, -0.1565, -0.1657, -0.1841, -0.1588, -0.1692, -0.1623, -0.1887, -0.1611, -0.1554, -0.1415, -0.1093, -0.0806, -0.0288, -0.061, -0.0184, -0.0311, -0.0541, -0.0414, -0.0483, -0.0334, -0.1128, -0.1128, -0.0541, -0.0173, -0.0196, -0.0644, -0.0299, -0.0357, -0.1047, -0.0736, -0.0886, -0.0898, -0.107, -0.1197, -0.1105, -0.0967, -0.1059, -0.0944, -0.0852, -0.0898, -0.1093, -0.1093, -0.1254, -0.1024, -0.1001, -0.1404, -0.16, -0.0783, -0.0552, 0.0, 0.0081, 0.046, -0.0127, -0.0138, -0.0587, -0.0506, -0.0759, -0.1047, -0.1151, -0.1162, -0.1208, -0.1243, -0.1243, -0.1162, -0.1208, -0.1231, -0.1185, -0.107, -0.0898, -0.0759, -0.0886, -0.0886, -0.1208, -0.1588, -0.1646, -0.1519, -0.1369, -0.122, -0.1289, -0.0863, -0.1013, -0.0967, -0.0967, -0.0955, -0.0932, -0.0713, -0.0713, -0.0713, -0.0644, -0.0506, 0.0115, -0.0081, -0.0334, -0.0552, -0.0575, -0.0806, -0.0909, -0.107, -0.1335, -0.1335, -0.1542, -0.1519, -0.1185, -0.1231, -0.13, -0.1415, -0.1174, -0.1669, -0.2025, -0.2336, -0.298, -0.3199, -0.4108, -0.3993, -0.4028, -0.3982, -0.4258, -0.4453, -0.4442, -0.4442, -0.4557, -0.4384, -0.4246, -0.4085, -0.4327, -0.4281, -0.4166, -0.3947, -0.4005, -0.3947, -0.3959, -0.382, -0.3855, -0.4062, -0.4097, -0.435, -0.4407, -0.4649, -0.4753, -0.4614, -0.4649, -0.4684, -0.4753, -0.4845, -0.481, -0.4983, -0.4833, -0.5386, -0.5478, -0.5374, -0.4707, -0.4361, -0.4672, -0.4672, -0.458, -0.4476, -0.4557, -0.4304, -0.4453, -0.4074, -0.3556, -0.3049, -0.3072, -0.3061, -0.3096, -0.351, -0.328, -0.359, -0.3498, -0.3026, -0.3153, -0.3119, -0.3015, -0.2762, -0.29, -0.2969]}
{"unit_id": "quote:2019765036869108131", "ticker_idx": 0, "ts": "2026-02-06T13:28:04+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am thinking $TSLA will be the most efficient capex spender here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author sees TSLA as most efficient capex spender and GOOGL looking good on current demand.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I am thinking $TSLA will be the most efficient capex spender here. With current demand, $GOOGL is looking good but we'll see.", "reply_text": null, "parent_text": null, "quoted_text": "Hard to argue anyone has had a better start to 2026 than $NVDA. \n\n2026 CapEx:\n• $AMZN: $200B\n• $GOOGL: $180B\n• $META: $125B \n• $MSFT: $118B\n• $TSLA: $20B\n• $AAPL: $13B https://t.co/zpEjeHWVfz", "parent_author": null, "ret_m1d": -0.03381088854992842, "ret_signed_m1d": -0.03381088854992842, "alpha_spy_m1d": -0.014987229944172453, "alpha_c_m1d": -0.02974278344696668, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.004068105102961739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015105500216312517, "ret_signed_p1d": 0.015105500216312517, "alpha_spy_p1d": 0.010283773499735194, "alpha_c_p1d": 0.018834591150663327, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.0037290909343508094, "ret_p1w": 0.015397381030360036, "ret_signed_p1w": 0.015397381030360036, "alpha_spy_p1w": 0.028240925727153643, "alpha_c_p1w": 0.030737609859081028, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.015340228828720992, "ret_p1m": -0.030235200113545524, "ret_signed_p1m": -0.030235200113545524, "alpha_spy_p1m": -0.012352697783977185, "alpha_c_p1m": -0.0014192554630942933, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.02881594465045123, "ret_p3m": -0.030113533619592348, "ret_signed_p3m": -0.030113533619592348, "alpha_spy_p3m": -0.09558240056445677, "alpha_c_p3m": -0.04808797135401166, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.017974437734419313, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030235200113545524, "alpha_spy_stated": -0.012352697783977185, "alpha_c_stated": -0.0014192554630942933, "price_path": [0.0693, 0.0474, -0.0222, -0.0164, -0.0053, -0.024, -0.0173, -0.0386, -0.0487, 0.0162, 0.0202, 0.0376, 0.0376, 0.0464, 0.0463, 0.0441, 0.0867, 0.1056, 0.1068, 0.0693, 0.0828, 0.0981, 0.087, 0.1164, 0.1562, 0.1916, 0.1366, 0.1758, 0.1705, 0.1888, 0.1811, 0.1807, 0.1807, 0.1559, 0.118, 0.1054, 0.0939, 0.0939, 0.0656, 0.0987, 0.0531, 0.0494, 0.0601, 0.0825, 0.0921, 0.0878, 0.0683, 0.0668, 0.0642, 0.0642, 0.0198, 0.0495, 0.093, 0.0923, 0.0586, 0.0481, 0.0495, 0.0133, 0.0469, 0.026, 0.0264, -0.0124, -0.0338, 0.0, 0.0151, 0.0343, 0.0417, 0.0145, 0.0154, 0.0154, -0.0012, 0.0005, 0.0015, 0.0017, -0.0274, -0.0042, 0.0153, -0.0062, -0.0209, -0.0189, -0.0454, -0.0126, -0.0135, -0.035, -0.0302, -0.0289, -0.008, -0.0392, -0.0484, -0.0378, -0.0288, -0.0446, -0.0749, -0.105, -0.0736, -0.0683, -0.0612, -0.0949, -0.1199, -0.1358, -0.0957, -0.0726, -0.1229, -0.1229, -0.1418, -0.1568, -0.1651, -0.1593, -0.1512, -0.1428, -0.1141, -0.0466, -0.054, -0.0255, -0.0453, -0.0601, -0.0574, -0.0909, -0.0847, -0.0789, -0.0854, -0.0932, -0.0717, -0.0494, -0.0452, -0.0529, -0.0301, 0.0017, 0.0419, 0.0824, 0.0543, 0.0831, 0.0783, 0.0271, -0.0027, -0.017, 0.015, 0.0164, 0.0362, 0.0362, 0.0547, 0.0711, 0.0754, 0.06, 0.0116, 0.0307, 0.0306, 0.0179, -0.0489, -0.0053, -0.0351, -0.0718, -0.0291, -0.0114, 0.0001, -0.0157, -0.0358, -0.0258, -0.0258, -0.0147, -0.0718, -0.0865, -0.0875, -0.0764, null, null, null, null, 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:2019765036869108131", "ticker_idx": 1, "ts": "2026-02-06T13:28:04+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL is looking good but we'll see", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author sees TSLA as most efficient capex spender and GOOGL looking good on current demand.", "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 am thinking $TSLA will be the most efficient capex spender here. With current demand, $GOOGL is looking good but we'll see.", "reply_text": null, "parent_text": null, "quoted_text": "Hard to argue anyone has had a better start to 2026 than $NVDA. \n\n2026 CapEx:\n• $AMZN: $200B\n• $GOOGL: $180B\n• $META: $125B \n• $MSFT: $118B\n• $TSLA: $20B\n• $AAPL: $13B https://t.co/zpEjeHWVfz", "parent_author": null, "ret_m1d": 0.02598648478670129, "ret_signed_m1d": 0.02598648478670129, "alpha_spy_m1d": 0.04481014339245726, "alpha_c_m1d": 0.022099079858023618, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": 0.0038874049286776735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004522170418437055, "ret_signed_p1d": 0.004522170418437055, "alpha_spy_p1d": -0.00029955629814026885, "alpha_c_p1d": -0.0051529555395679605, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.009675125958005015, "ret_p1w": -0.05308799028708211, "ret_signed_p1w": -0.05308799028708211, "alpha_spy_p1w": -0.0402444455902885, "alpha_c_p1w": -0.04289448180188271, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.010193508485199398, "ret_p1m": -0.05043781670217928, "ret_signed_p1m": -0.05043781670217928, "alpha_spy_p1m": -0.032555314372610944, "alpha_c_p1m": -0.06598723754891278, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": 0.015549420846733497, "ret_p3m": 0.23372427991913103, "ret_signed_p3m": 0.23372427991913103, "alpha_spy_p3m": 0.1682554129742666, "alpha_c_p3m": 0.21675401366473968, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.016970266254391353, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05043781670217928, "alpha_spy_stated": -0.032555314372610944, "alpha_c_stated": -0.06598723754891278, "price_path": [-0.0983, -0.1125, -0.1377, -0.1444, -0.1178, -0.1201, -0.0937, -0.1041, -0.0725, -0.0139, 0.0011, -0.0097, -0.0097, -0.0089, -0.0253, -0.0225, -0.0107, -0.0169, -0.0056, -0.0283, -0.0179, -0.0082, -0.0323, -0.042, -0.0453, -0.0505, -0.081, -0.0632, -0.0486, -0.0405, -0.0264, -0.0272, -0.0272, -0.029, -0.0288, -0.0279, -0.0305, -0.0305, -0.0239, -0.0196, -0.0264, -0.0027, 0.008, 0.0177, 0.0279, 0.0406, 0.0402, 0.0307, 0.0221, 0.0221, -0.0027, 0.0171, 0.0238, 0.0157, 0.0322, 0.0362, 0.0407, 0.0477, 0.0469, 0.0645, 0.0522, 0.0315, 0.026, 0.0, 0.0045, -0.0133, -0.0369, -0.0429, -0.0531, -0.0531, -0.0645, -0.0605, -0.062, -0.0244, -0.0352, -0.037, -0.0308, -0.0479, -0.0344, -0.0506, -0.0597, -0.0611, -0.0681, -0.0754, -0.0504, -0.0483, -0.0432, -0.0591, -0.0631, -0.0529, -0.0363, -0.0463, -0.0481, -0.0671, -0.0638, -0.0998, -0.0983, -0.1293, -0.1497, -0.1523, -0.1087, -0.0782, -0.0833, -0.0833, -0.0702, -0.0532, -0.0165, -0.0128, -0.0167, -0.0041, 0.0319, 0.0449, 0.0415, 0.059, 0.0458, 0.0299, 0.0517, 0.0504, 0.0675, 0.0859, 0.0841, 0.0846, 0.1927, 0.1954, 0.1879, 0.2039, 0.2337, 0.2336, 0.2423, 0.2046, 0.2006, 0.2479, 0.2431, 0.2298, 0.2303, 0.2016, 0.2054, 0.2016, 0.187, 0.187, 0.2053, 0.2052, 0.2092, 0.1789, 0.1666, 0.1216, 0.1127, 0.1536, 0.1423, 0.1268, 0.1297, 0.1053, 0.1096, 0.1155, 0.1455, 0.1576, 0.1282, 0.1414, 0.1414, 0.0845, 0.0735, 0.0709, 0.066, 0.0464, null, null, null, null, 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:1999157766103982412", "ticker_idx": 0, "ts": "2025-12-11T16:42:08+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only 2 major companies makes it, Boeing and Rocket Lab $RKLB (to my knowledge)", "tweet_type": "analysis", "timeline": "years", "summary": "RKLB named as one of only two makers of radiation-hard III-V solar cells needed for space-based AI datacenters projected viable 2026-2027.", "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": "My research on AI Datacenter. \n\n1. Require Radiation-hard, multi-junction III–V cells which gives you about 30% efficiency. Only 2 major companies makes it, Boeing and Rocket Lab $RKLB (to my knowledge)\n\n2. Google presented design (laser communication, modular, TPU, cost) https://t.co/Ko64NNUiT4\n\n3. Elon Musk: Starlink V3 will be 20kW and launched at scale around Q4 next year. No problem to scale that to >100kW if the satellite mass is shifted towards solar arrays and radiators for AI compute, instead of giant phased array antennas for Internet connectivity.\n\n4. Currently there are about 10,000 starlinks, you could launch 10,000 @ 20kW = 200MW of orbit power. At 100kW = 1GW.\n\nConclusion: Yes it's very viable, and likely happen Q4 2026 - 2027.  \n\nNeed to get into the cost structure more but I do think it makes a lot sense to do in space: derisk from power infastructure, and increase cost of land/power.  In other words, power & real estate is literally FREE for those who can launch into space.\n\nThe first wave of Ai datacenter (circa 2026 - 2027) is important to maintain the growth of AI demands.  SpaceX still need to build massive factory to produce these solar panels. They already have a starlink factory so they may retool that.\n\n---\n\nStarlink V3 will be 20kW and launched at scale around Q4 next year. No problem to scale that to &gt;100kW if the satellite mass is shifted towards solar arrays and radiators for AI compute, instead of giant phased array antennas for Internet connectivity.\n\nhttps://t.co/riD8jkfCBD\n\n---\n\nStarlink V3\n\nhttps://t.co/iLuP2olfdl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09460095131454238, "ret_signed_m1d": -0.09460095131454238, "alpha_spy_m1d": -0.09227940739049911, "alpha_c_m1d": -0.0840131394180964, "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": -0.032110768771096976, "ret_signed_p1d": -0.032110768771096976, "alpha_spy_p1d": -0.021358693195814293, "alpha_c_p1d": -0.025834196778660057, "bench_spy_p1d": -0.010752075575282682, "bench_c_p1d": -0.006276571992436919, "ret_p1w": -0.05682355862925004, "ret_signed_p1w": -0.05682355862925004, "alpha_spy_p1w": -0.03839551122110496, "alpha_c_p1w": -0.036535652115823325, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.020287906513426712, "ret_p1m": 0.33558948692711077, "ret_signed_p1m": 0.33558948692711077, "alpha_spy_p1m": 0.325503567120478, "alpha_c_p1m": 0.3054455473320903, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.030143939595020486, "ret_p3m": 0.08499923862171799, "ret_signed_p3m": 0.08499923862171799, "alpha_spy_p3m": 0.09949348441105099, "alpha_c_p3m": 0.003389360359110638, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.08160987826260735, "ret_p6m": 0.7327247591090384, "ret_signed_p6m": 0.7327247591090384, "alpha_spy_p6m": 0.65643063544231, "alpha_c_p6m": 0.6215369256661514, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1494, -0.2563, -0.2432, -0.2574, -0.2478, -0.216, -0.1672, -0.2336, -0.266, -0.2718, -0.26, -0.2459, -0.2449, -0.1741, -0.116, -0.0792, -0.0318, 0.028, 0.0455, 0.0115, 0.0297, 0.0708, 0.0904, 0.0546, 0.0431, 0.0601, 0.0294, -0.0467, 0.0006, 0.0162, 0.0329, 0.0035, 0.0414, -0.0411, -0.0087, -0.0345, -0.1096, -0.1119, -0.2191, -0.1872, -0.1831, -0.1935, -0.2134, -0.2877, -0.2832, -0.3183, -0.3266, -0.3134, -0.3786, -0.3657, -0.3318, -0.3295, -0.34, -0.34, -0.3367, -0.3646, -0.3405, -0.2961, -0.2229, -0.2278, -0.1884, -0.159, -0.0946, 0.0, -0.0321, -0.1278, -0.1266, -0.1506, -0.0568, 0.11, 0.2207, 0.2149, 0.2149, 0.2149, 0.1121, 0.1037, 0.1089, 0.0981, 0.0981, 0.1961, 0.23, 0.3542, 0.3235, 0.3077, 0.3356, 0.3836, 0.3628, 0.445, 0.4286, 0.5158, 0.5158, 0.4034, 0.3823, 0.3849, 0.3993, 0.2668, 0.3694, 0.3941, 0.3487, 0.2603, 0.1672, 0.2792, 0.1508, 0.0439, 0.1384, 0.1938, 0.1338, 0.0959, 0.039, 0.0615, 0.0615, 0.1001, 0.1714, 0.2054, 0.1154, 0.1051, 0.1014, 0.105, 0.1436, 0.0877, 0.1171, 0.1039, 0.1319, 0.1018, 0.1036, 0.1251, 0.085, 0.1327, 0.0762, 0.0768, 0.1225, 0.2371, 0.0937, 0.1322, 0.0582, 0.0704, 0.04, 0.1472, 0.0379, -0.0409, -0.0968, 0.0109, 0.0313, 0.0661, 0.0661, 0.0652, 0.0439, 0.0874, 0.0505, 0.0711, 0.1116, 0.1368, 0.1585, 0.3054, 0.3348, 0.4082, 0.3638, 0.4173, 0.3317, 0.2542, 0.2953, 0.2371, 0.2123, 0.2988, 0.2405, 0.2641, 0.2397, 0.3324, 0.2369, 0.6602, 0.8472, 0.8505, 0.9542, 1.0864, 0.964, 1.0645, 1.0039, 1.1136, 0.9747, 1.1369, 1.1369, 1.2541, 1.3647, 1.3301, 1.2585, 0.9265, 0.9411, 0.8054, 0.8881, 0.7327]}
{"unit_id": "reply:2018812122743157241", "ticker_idx": 0, "ts": "2026-02-03T22:21:32+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm still bullish. it's going to take some time.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still bullish HOOD; expects it to take time to play out.", "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": "reply_other", "lang": "en", "tweet_text": "@valleyinvesting i'm still bullish. it's going to take some time.", "reply_text": null, "parent_text": "@DeepValueBagger I agree with this but the feature is bright for $HOOD. the shear velocity at which they are able to push new rev streams is insane.", "quoted_text": null, "parent_author": "valleyinvesting", "ret_m1d": 0.08000492096876832, "ret_signed_m1d": 0.08000492096876832, "alpha_spy_m1d": 0.07513749011972082, "alpha_c_m1d": 0.08797385954294479, "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": -0.09848675478670676, "ret_signed_p1d": -0.09848675478670676, "alpha_spy_p1d": -0.08599747072638253, "alpha_c_p1d": -0.08607017086612878, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012416583920577984, "ret_p1w": -0.03287027332669323, "ret_signed_p1w": -0.03287027332669323, "alpha_spy_p1w": -0.041279027709531624, "alpha_c_p1w": -0.010260963812348867, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.022609309514344367, "ret_p1m": -0.000744296526221877, "ret_signed_p1m": -0.000744296526221877, "alpha_spy_p1m": 0.00636750165294242, "alpha_c_p1m": 0.04984874781082593, "bench_spy_p1m": -0.007111798179164297, "bench_c_p1m": -0.05059304433704781, "ret_p3m": -0.05048374542503686, "ret_signed_p3m": -0.05048374542503686, "alpha_spy_p3m": -0.09971335576498985, "alpha_c_p3m": -0.011290657947119809, "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": -0.000744296526221877, "alpha_spy_stated": 0.00636750165294242, "alpha_c_stated": 0.04984874781082593, "price_path": [0.617, 0.6854, 0.6364, 0.6495, 0.5074, 0.5195, 0.4385, 0.4178, 0.4656, 0.3174, 0.3309, 0.4261, 0.4335, 0.5902, 0.5902, 0.5938, 0.5287, 0.5623, 0.6577, 0.7003, 0.6367, 0.6923, 0.6833, 0.6827, 0.5304, 0.4823, 0.4297, 0.481, 0.4364, 0.4532, 0.5052, 0.5179, 0.4914, 0.4939, 0.4939, 0.4653, 0.4566, 0.432, 0.4029, 0.4029, 0.429, 0.5287, 0.5096, 0.4509, 0.4313, 0.4298, 0.4577, 0.4914, 0.4844, 0.3688, 0.3488, 0.3488, 0.3121, 0.3138, 0.3179, 0.3271, 0.3272, 0.3054, 0.2826, 0.2558, 0.2339, 0.1152, 0.08, 0.0, -0.0985, 0.0273, 0.0737, 0.0618, -0.0329, -0.1178, -0.0577, -0.0577, -0.0643, -0.0671, -0.0616, -0.0559, -0.1097, -0.0897, -0.0383, -0.0145, -0.0592, -0.0228, -0.0564, 0.0197, -0.0007, -0.0438, -0.0158, -0.0259, -0.0239, -0.0558, -0.0897, -0.0659, -0.0406, -0.071, -0.0801, -0.1207, -0.1008, -0.1431, -0.1002, -0.1274, -0.1811, -0.1918, -0.1404, -0.1304, -0.1454, -0.1454, -0.1345, -0.1361, -0.109, -0.1302, -0.1418, -0.111, -0.019, 0.0831, 0.0773, 0.1257, 0.1322, 0.0721, 0.0969, 0.0362, 0.0507, 0.0413, 0.018, -0.1168, -0.0959, -0.0863, -0.0505, -0.0445, -0.0195, -0.0538, -0.0445, 0.002, -0.0291, -0.048, 0.001, -0.0432, -0.043, -0.0801, -0.0603, -0.0583, -0.0866, -0.0866, -0.081, -0.0545, 0.0523, 0.1697, 0.1254, 0.0935, 0.0277, 0.0956, 0.0229, 0.0548, 0.0391, 0.0712, 0.144, 0.1559, 0.2171, 0.1996, 0.3049, 0.3415, 0.3415, 0.3112, 0.2807, 0.2055, 0.1594, 0.2241, null, null, 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:2028227599168659860", "ticker_idx": 0, "ts": "2026-03-01T21:55:16+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is my golden horse", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AAPL as golden horse AI play on low capex, margin expansion, FCF; prefers it over AMZN which faces high capex and retail drag.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "self_thread", "lang": "en", "tweet_text": "My perspective on $AAPL completely changed. I used to think it was not innovative, not doing enough in AI, and not providing enough value . But after watching the rise of local LLM, I have changed my mind.\n\n> Lowest Capex on Mag7 - only $13B means more money in FCF, earnings and lower capital risk.\n\n> Expanding margins esp with new line of Apple Laptop M4 Max + Apple Mini Studio tailored for the pick  & shovel AI wave. I'm very impressed on software optimization side like Unified memory (2x faster than GB10 spark), CPU power & efficiency, MLX, RDMA over Thunderbolt.  These are genius moves made years ahead.\n\n> Higher trending revenue, High margin expansion with the most recognizable brand in the world.  They are playing to their strength: brand, hardware, logistics (Tim Cook specialty).\n\n> Technical - price is near Dec 2024 highs. RSI 47.S Sits near 100D MA.\n\nGiven my choices 200B capex and low margin retail drag of $AMZN vs $AAPL pure consumer/developer AI play - This is my golden horse.\n\n---\n\nCapex review https://t.co/FDP84haL6K\n\n---\n\ngrowing FCF https://t.co/bfyQDUYm3L", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00203984140977298, "ret_signed_m1d": -0.00203984140977298, "alpha_spy_m1d": -0.0014716414584579063, "alpha_c_m1d": 0.0035499762080948294, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": -0.005589817617867809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003664168116717992, "ret_signed_p1d": -0.003664168116717992, "alpha_spy_p1d": 0.005150082795767674, "alpha_c_p1d": 0.010955253698785583, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.014619421815503575, "ret_p1w": -0.01828345464531822, "ret_signed_p1w": -0.01828345464531822, "alpha_spy_p1w": -0.006467827841477813, "alpha_c_p1w": -0.019860078302960216, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": 0.0015766236576419956, "ret_p1m": -0.04128890329965518, "ret_signed_p1m": -0.04128890329965518, "alpha_spy_p1m": 0.008630805827740451, "alpha_c_p1m": 0.005111822629046081, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.04640072592870126, "ret_p3m": 0.1816181187949728, "ret_signed_p3m": 0.1816181187949728, "alpha_spy_p3m": 0.07922466142610518, "alpha_c_p3m": -0.15908945341615555, "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": -0.04128890329965518, "alpha_spy_stated": 0.008630805827740451, "alpha_c_stated": 0.005111822629046081, "price_path": [0.0724, 0.0594, 0.0521, 0.0488, 0.0461, 0.0521, 0.0493, 0.0502, 0.0345, 0.0364, 0.0259, 0.0273, 0.0328, 0.0227, 0.0279, 0.0334, 0.0334, 0.0318, 0.0332, 0.0306, 0.026, 0.026, 0.0228, 0.0087, -0.0098, -0.0175, -0.0224, -0.0211, -0.0178, -0.0148, -0.0189, -0.0255, -0.0356, -0.0356, -0.0689, -0.0654, -0.0627, -0.0639, -0.0361, -0.0253, -0.0322, -0.0252, -0.0207, 0.019, 0.017, 0.0435, 0.0413, 0.0496, 0.0374, 0.0338, 0.0407, -0.0113, -0.0338, -0.0338, -0.0032, -0.0014, -0.0156, -0.0005, 0.0055, 0.028, 0.0359, 0.0311, -0.002, 0.0, -0.0037, -0.0083, -0.0167, -0.0274, -0.0183, -0.0147, -0.0148, -0.0338, -0.0552, -0.045, -0.0396, -0.0558, -0.0595, -0.0632, -0.05, -0.0494, -0.0457, -0.0447, -0.0601, -0.0683, -0.0413, -0.0343, -0.0332, -0.0332, -0.0221, -0.0424, -0.022, -0.016, -0.016, -0.0209, -0.0222, 0.0065, -0.005, 0.0208, 0.0315, 0.0055, 0.0319, 0.0329, 0.0239, 0.0109, 0.0226, 0.0206, 0.025, 0.0583, 0.0457, 0.0735, 0.0861, 0.0858, 0.108, 0.1066, 0.1147, 0.13, 0.1275, 0.1352, 0.1261, 0.1304, 0.1428, 0.1532, 0.1677, 0.1677, 0.1658, 0.1753, 0.1816, 0.1799, 0.1582, 0.1918, 0.1731, 0.1768, 0.1621, 0.1401, 0.0986, 0.1025, 0.1178, 0.1008, 0.1208, 0.1314, 0.119, 0.1268, 0.1268, 0.123, 0.1128, 0.1082, 0.0404, 0.073, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1991154828387512624", "ticker_idx": 0, "ts": "2025-11-19T14:41:19+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it represents 45% of my account now and it's in its early stage", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (45% of account, early stage, superior GPU-lease model); bearish CRWV on heavy debt-financed depreciating GPU burden vs IREN's leasing optionality.", "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 went into deep research on $IREN because it represents 45% of my account now and it's in its early stage. \n\nThere are two questions I had....\n\n1. Is this an AI Bubble or demand will continue?\n\nI came across multiple interview questions like CEO of Google, Microsoft, founders of Ai datacenter, ER Nebius (sold out capacity), all pointing to the same answer, demand is high. \n\nAnother interesting read was from JPM Wealth Management 2026 Outlook. It stated that AI is a huge paradigm shift, and highlighted 5 reasons why AI is not a bubble.   \n\na. Bubble is featured by excess capacity, like pets online before actual any orders. Not the case for AI.\nb. Excess in lending/credits. Seem tight atm.\nc. Bad underwriting standards. People may point toward collateralizing GPUs as an example, but not strong IMO.\nd. Gaps in valuation and cashflow. Cashflow is definitely coming in by the Billions!!!\ne. IPO exuberance. We're no way there.\n\nSource: https://t.co/LlhQdXBSMg\n\n2. Is AI Datacenter business profitable, and how does IREN stack up?\n\n$IREN community probably has one of the richest collection of research of any ticker I know. Not even TSLA come close. The big moment for me was understanding how debt financing works for different players. Coreweave borrows about $9bil in debt paying 1B in annual interest!!! Most of this is to buy GPU, which are also depreciating. This is as bad as borrowing money to buy brand new SUV and you only started your job for 3 months. $IREN on the other hand, leases GPUs with optionality to upgrade to newer generation. This big margin gap between $IREN vs $CRWV and others.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06589562562530893, "ret_signed_m1d": 0.06589562562530893, "alpha_spy_m1d": 0.06974393556750069, "alpha_c_m1d": 0.06958067658344991, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": -0.0036850509581409785, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05149466541701975, "ret_signed_p1d": -0.05149466541701975, "alpha_spy_p1d": -0.03625243810037171, "alpha_c_p1d": -0.04276700774213804, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.008727657674881706, "ret_p1w": 0.05716776843132121, "ret_signed_p1w": 0.05716776843132121, "alpha_spy_p1w": 0.03143695546423664, "alpha_c_p1w": 0.030208888786262822, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.026958879645058387, "ret_p1m": -0.2188523280223338, "ret_signed_p1m": -0.2188523280223338, "alpha_spy_p1m": -0.23973866895532692, "alpha_c_p1m": -0.2766490962038868, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.05779676818155299, "ret_p3m": -0.07876937521537264, "ret_signed_p3m": -0.07876937521537264, "alpha_spy_p3m": -0.11066420813764744, "alpha_c_p3m": -0.08401612452908735, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.005246749313714716, "ret_p6m": 0.2742744750733723, "ret_signed_p6m": 0.2742744750733723, "alpha_spy_p6m": 0.1387538015987002, "alpha_c_p6m": 0.2709029769595197, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.0033714981138526223, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2188523280223338, "alpha_spy_stated": -0.23973866895532692, "alpha_c_stated": -0.2766490962038868, "price_path": [-0.5324, -0.4955, -0.4984, -0.5122, -0.4973, -0.4222, -0.4222, -0.3648, -0.3845, -0.4298, -0.4294, -0.4285, -0.3413, -0.2662, -0.2832, -0.259, -0.1896, -0.2047, -0.173, -0.2075, -0.1569, -0.0858, -0.0886, 0.0286, 0.01, -0.0866, 0.0022, 0.024, 0.0273, 0.026, 0.101, 0.2601, 0.3458, 0.3111, 0.3932, 0.3042, 0.3995, 0.5178, 0.4833, 0.3491, 0.3249, 0.2922, 0.2043, 0.1309, 0.2189, 0.3725, 0.4181, 0.362, 0.3184, 0.2703, 0.3256, 0.4783, 0.4539, 0.6672, 0.4611, 0.3611, 0.3129, 0.252, 0.2154, 0.0615, 0.0118, 0.0345, 0.0659, 0.0, -0.0515, -0.0779, 0.058, 0.0358, 0.0572, 0.0572, 0.0432, 0.058, -0.1028, -0.0408, 0.0135, -0.0244, 0.0111, 0.022, -0.0417, -0.0412, -0.1244, -0.2258, -0.2016, -0.2629, -0.2189, -0.129, -0.0827, -0.082, -0.084, -0.084, -0.1207, -0.1401, -0.1643, -0.1759, -0.1759, -0.0683, 0.0526, 0.0017, -0.0481, -0.0033, 0.0044, 0.0982, 0.1562, 0.1538, 0.1322, 0.2616, 0.2616, 0.1839, 0.1669, 0.1403, 0.2367, 0.1425, 0.309, 0.3733, 0.3057, 0.1726, 0.1582, 0.1868, -0.0194, -0.1318, -0.0873, 0.007, -0.0633, -0.069, -0.1266, -0.0788, -0.0788, -0.106, -0.0818, -0.0554, -0.1276, -0.0757, -0.0083, -0.0393, -0.0347, -0.1065, -0.0969, -0.1523, -0.0434, -0.1245, -0.1992, -0.1525, -0.1682, -0.084, -0.0973, -0.0927, -0.0194, -0.0626, -0.079, -0.091, -0.0991, -0.0801, -0.1028, -0.096, -0.1828, -0.2343, -0.3101, -0.252, -0.2562, -0.2413, -0.2413, -0.2335, -0.2202, -0.1964, -0.1914, -0.142, -0.0602, 0.0336, 0.0652, 0.0408, 0.05, 0.0631, -0.0144, 0.0559, 0.1351, 0.105, 0.0552, -0.0303, -0.0648, -0.007, -0.0037, 0.0796, 0.1944, 0.3306, 0.2405, 0.3354, 0.2034, 0.2341, 0.2038, 0.2743]}
{"unit_id": "orig:1991154828387512624", "ticker_idx": 1, "ts": "2025-11-19T14:41:19+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Coreweave borrows about $9bil in debt paying 1B in annual interest!!! Most of this is to buy GPU, which are also depreciating. This is as bad as borrowing money to buy brand new SUV", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (45% of account, early stage, superior GPU-lease model); bearish CRWV on heavy debt-financed depreciating GPU burden vs IREN's leasing optionality.", "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": "original", "lang": "en", "tweet_text": "I went into deep research on $IREN because it represents 45% of my account now and it's in its early stage. \n\nThere are two questions I had....\n\n1. Is this an AI Bubble or demand will continue?\n\nI came across multiple interview questions like CEO of Google, Microsoft, founders of Ai datacenter, ER Nebius (sold out capacity), all pointing to the same answer, demand is high. \n\nAnother interesting read was from JPM Wealth Management 2026 Outlook. It stated that AI is a huge paradigm shift, and highlighted 5 reasons why AI is not a bubble.   \n\na. Bubble is featured by excess capacity, like pets online before actual any orders. Not the case for AI.\nb. Excess in lending/credits. Seem tight atm.\nc. Bad underwriting standards. People may point toward collateralizing GPUs as an example, but not strong IMO.\nd. Gaps in valuation and cashflow. Cashflow is definitely coming in by the Billions!!!\ne. IPO exuberance. We're no way there.\n\nSource: https://t.co/LlhQdXBSMg\n\n2. Is AI Datacenter business profitable, and how does IREN stack up?\n\n$IREN community probably has one of the richest collection of research of any ticker I know. Not even TSLA come close. The big moment for me was understanding how debt financing works for different players. Coreweave borrows about $9bil in debt paying 1B in annual interest!!! Most of this is to buy GPU, which are also depreciating. This is as bad as borrowing money to buy brand new SUV and you only started your job for 3 months. $IREN on the other hand, leases GPUs with optionality to upgrade to newer generation. This big margin gap between $IREN vs $CRWV and others.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.000266906614457163, "ret_signed_m1d": 0.000266906614457163, "alpha_spy_m1d": -0.0035814033277346002, "alpha_c_m1d": -0.0035814033277346002, "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": -0.07621461858016276, "ret_signed_p1d": 0.07621461858016276, "alpha_spy_p1d": 0.060972391263514725, "alpha_c_p1d": 0.060972391263514725, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.015242227316648038, "ret_p1w": -0.008408933112856176, "ret_signed_p1w": 0.008408933112856176, "alpha_spy_p1w": 0.03413974607994075, "alpha_c_p1w": 0.03413974607994075, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.02573081296708457, "ret_p1m": -0.0966363860213032, "ret_signed_p1m": 0.0966363860213032, "alpha_spy_p1m": 0.11752272695429633, "alpha_c_p1m": 0.11752272695429633, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02088634093299313, "ret_p3m": 0.2819007376235678, "ret_signed_p3m": -0.2819007376235678, "alpha_spy_p3m": -0.250005904701293, "alpha_c_p3m": -0.250005904701293, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.031894832922274796, "ret_p6m": 0.5244927806903401, "ret_signed_p6m": -0.5244927806903401, "alpha_spy_p6m": -0.388972107215668, "alpha_c_p6m": -0.388972107215668, "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": 0.0966363860213032, "alpha_spy_stated": 0.11752272695429633, "alpha_c_stated": 0.11752272695429633, "price_path": [0.2545, 0.233, 0.2198, 0.2938, 0.372, 0.3753, 0.3753, 0.2459, 0.1997, 0.1676, 0.1891, 0.2487, 0.3377, 0.5635, 0.5041, 0.4944, 0.608, 0.585, 0.6132, 0.6203, 0.6666, 0.7783, 0.7471, 0.7806, 0.6906, 0.6062, 0.6353, 0.8266, 0.8293, 0.842, 0.7991, 0.7866, 0.7196, 0.8684, 0.9098, 0.8477, 0.8903, 0.7894, 0.8585, 0.8919, 0.8269, 0.6959, 0.6692, 0.6221, 0.6463, 0.7692, 0.8161, 0.7993, 0.8677, 0.7493, 0.7847, 0.6861, 0.545, 0.5272, 0.4273, 0.3883, 0.4096, 0.1798, 0.1403, 0.0456, 0.0326, 0.0055, -0.0003, 0.0, -0.0762, -0.0436, -0.0176, -0.0485, -0.0084, -0.0084, -0.024, 0.0286, 0.0148, 0.0593, 0.1446, 0.1786, 0.1511, 0.2101, 0.1767, 0.1663, 0.049, -0.0343, -0.0723, -0.1384, -0.0966, 0.1078, 0.1323, 0.0713, 0.0527, 0.0527, 0.02, 0.0, -0.0136, -0.0442, -0.0442, 0.0587, 0.0259, 0.0403, 0.0302, 0.029, 0.0697, 0.2003, 0.1676, 0.1986, 0.2682, 0.3512, 0.3512, 0.271, 0.2553, 0.2252, 0.2411, 0.3122, 0.453, 0.4151, 0.3285, 0.2439, 0.1871, 0.2021, 0.1006, -0.0036, 0.2006, 0.2919, 0.2695, 0.27, 0.2774, 0.2819, 0.2819, 0.2146, 0.274, 0.2966, 0.1913, 0.2125, 0.3254, 0.3082, 0.3031, 0.0619, 0.0418, -0.0152, 0.0611, -0.0013, -0.0258, -0.0068, 0.0, 0.094, 0.0659, 0.0826, 0.146, 0.0961, 0.1054, 0.0766, 0.0874, 0.094, 0.1081, 0.169, 0.0738, -0.0015, -0.077, 0.034, 0.047, 0.0977, 0.0977, 0.0804, 0.1377, 0.1866, 0.228, 0.3615, 0.4718, 0.5643, 0.5842, 0.5958, 0.5597, 0.5674, 0.5371, 0.6356, 0.5673, 0.4701, 0.4957, 0.4086, 0.5242, 0.4896, 0.5885, 0.6742, 0.707, 0.8417, 0.7197, 0.5236, 0.531, 0.4382, 0.4857, 0.5245]}
{"unit_id": "orig:1987998761839456715", "ticker_idx": 0, "ts": "2025-11-10T21:40:14+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "RocketLab is killing it. Great execution and Q3 ER.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB on strong Q3 execution and earnings results.", "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": "RocketLab is killing it.  Great execution and Q3 ER.\n\n$RKLB", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012880558661056085, "ret_signed_m1d": 0.012880558661056085, "alpha_spy_m1d": 0.01516450732609309, "alpha_c_m1d": 0.01313991691353833, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00025935825248224464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024785332087476908, "ret_signed_p1d": -0.024785332087476908, "alpha_spy_p1d": -0.025341722453841253, "alpha_c_p1d": -0.025757900586396376, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.0009725684989194683, "ret_p1w": -0.16510543758871832, "ret_signed_p1w": -0.16510543758871832, "alpha_spy_p1w": -0.13154766494144543, "alpha_c_p1w": -0.13664338911556906, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.02846204847314926, "ret_p1m": 0.12256047177172502, "ret_signed_p1m": 0.12256047177172502, "alpha_spy_p1m": 0.1158692806791608, "alpha_c_p1m": 0.11076071909511587, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.011799752676609154, "ret_p3m": 0.4113972936346746, "ret_signed_p3m": 0.4113972936346746, "alpha_spy_p3m": 0.3972527242254045, "alpha_c_p3m": 0.2847561217145813, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.12664117192009328, "ret_p6m": 0.6520296399883296, "ret_signed_p6m": 0.6520296399883296, "alpha_spy_p6m": 0.5714901747015471, "alpha_c_p6m": 0.4981494648980582, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.1538801750902714, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12256047177172502, "alpha_spy_stated": 0.1158692806791608, "alpha_c_stated": 0.11076071909511587, "price_path": [-0.1645, -0.136, -0.1224, -0.2014, -0.2059, -0.1895, -0.1339, -0.0785, -0.0607, -0.0974, -0.065, -0.0515, -0.0515, -0.0377, -0.1505, -0.161, -0.1054, -0.0685, -0.0822, -0.0989, -0.0548, 0.041, 0.0546, -0.078, -0.0617, -0.0792, -0.0673, -0.0279, 0.0326, -0.0498, -0.09, -0.0972, -0.0826, -0.065, -0.0638, 0.024, 0.096, 0.1417, 0.2004, 0.2746, 0.2963, 0.2541, 0.2767, 0.3277, 0.3519, 0.3076, 0.2933, 0.3144, 0.2763, 0.182, 0.2406, 0.26, 0.2806, 0.2441, 0.2912, 0.1889, 0.2291, 0.1971, 0.104, 0.1011, -0.0318, 0.0078, 0.0129, 0.0, -0.0248, -0.1169, -0.1112, -0.1548, -0.1651, -0.1487, -0.2295, -0.2135, -0.1715, -0.1686, -0.1817, -0.1817, -0.1776, -0.2121, -0.1823, -0.1272, -0.0365, -0.0426, 0.0062, 0.0427, 0.1226, 0.2399, 0.2, 0.0814, 0.0829, 0.0531, 0.1694, 0.3763, 0.5135, 0.5062, 0.5062, 0.5062, 0.3788, 0.3685, 0.3749, 0.3614, 0.3614, 0.483, 0.525, 0.679, 0.6409, 0.6214, 0.6559, 0.7155, 0.6897, 0.7916, 0.7713, 0.8794, 0.8794, 0.74, 0.7139, 0.717, 0.735, 0.5706, 0.6979, 0.7285, 0.6721, 0.5626, 0.4471, 0.5861, 0.4268, 0.2943, 0.4114, 0.4801, 0.4057, 0.3587, 0.2883, 0.3162, 0.3162, 0.364, 0.4524, 0.4945, 0.3829, 0.3702, 0.3655, 0.37, 0.4178, 0.3486, 0.3851, 0.3687, 0.4034, 0.3661, 0.3683, 0.395, 0.3452, 0.4044, 0.3343, 0.3351, 0.3917, 0.5338, 0.356, 0.4038, 0.3121, 0.3271, 0.2894, 0.4223, 0.2869, 0.1891, 0.1198, 0.2533, 0.2787, 0.3218, 0.3218, 0.3206, 0.2943, 0.3482, 0.3025, 0.3281, 0.3782, 0.4094, 0.4364, 0.6185, 0.655, 0.7459, 0.6909, 0.7572, 0.6511, 0.555, 0.606, 0.5338, 0.5031, 0.6103, 0.5381, 0.5673, 0.5371, 0.652]}
{"unit_id": "quote:2023972478016466955", "ticker_idx": 0, "ts": "2026-02-18T04:06:57+00:00", "symbol": "NYT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It may be counterintuitive that NYT would do well.. but it is. In the age of AI, brand is everything and AI will help companies with strong brand to leverage more effectively while retaining the sense of authenticity. Watch - over time, people willing to pay higher subscription cost like water from Mt. Fuji.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish NYT: AI era elevates authentic brands, enabling higher subscription pricing and durable subscription growth.", "resolved_tickers": ["NYT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Publishing", "unit_kind": "quote", "lang": "en", "tweet_text": "It may be counterintuitive that NYT would do well.. but it is. In the age of AI, brand is everything and AI will help companies with strong brand to leverage more effectively while retaining the sense of authenticity. In age of AI, we will thirst for authenticity and original content. Watch - over time, people willing to pay higher subscription cost like water from Mt. Fuji.\n\nBelow is a chart of subscription growth...", "reply_text": null, "parent_text": null, "quoted_text": "BERKSHIRE TOOK ONE NEW POSITION IN Q4\n\nIT WAS THE NEW YORK TIMES \n\n5M SHARES, $350M\n\n$NYT $BRK.B https://t.co/6alcOJTA3Y", "parent_author": null, "ret_m1d": -0.019470141715994038, "ret_signed_m1d": -0.019470141715994038, "alpha_spy_m1d": -0.014457685454174363, "alpha_c_m1d": -0.014457685454174363, "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": -0.00013243822521835646, "ret_signed_p1d": -0.00013243822521835646, "alpha_spy_p1d": 0.0025049060983312055, "alpha_c_p1d": 0.0025049060983312055, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.002637344323549562, "ret_p1w": 0.024900716929556976, "ret_signed_p1w": 0.024900716929556976, "alpha_spy_p1w": 0.014904861864225127, "alpha_c_p1w": 0.014904861864225127, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.07655628594172792, "ret_signed_p1m": 0.07655628594172792, "alpha_spy_p1m": 0.11515514066659582, "alpha_c_p1m": 0.11515514066659582, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.038598854724867904, "ret_p3m": 0.01842674737393346, "ret_signed_p3m": 0.01842674737393346, "alpha_spy_p3m": -0.060806951123733466, "alpha_c_p3m": -0.060806951123733466, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1532, -0.1565, -0.1462, -0.1405, -0.1405, -0.1479, -0.1442, -0.153, -0.1519, -0.154, -0.1446, -0.1378, -0.1353, -0.1056, -0.105, -0.102, -0.1079, -0.1109, -0.0818, -0.0669, -0.0648, -0.0684, -0.0658, -0.0619, -0.0619, -0.0731, -0.0814, -0.0785, -0.0829, -0.0829, -0.0776, -0.0738, -0.0809, -0.0563, -0.051, -0.0587, -0.0658, -0.0555, -0.0497, -0.0521, -0.0531, -0.0531, -0.069, -0.0611, -0.0562, -0.0429, -0.0351, -0.0355, -0.0388, -0.0293, -0.029, -0.0238, -0.0436, -0.1042, -0.0846, -0.0979, -0.0906, -0.0633, -0.0546, -0.0424, -0.0339, -0.0339, -0.0195, 0.0, -0.0001, 0.033, -0.0028, 0.0045, 0.0249, 0.0442, 0.0568, 0.0652, 0.0783, 0.0744, 0.0854, 0.0654, 0.0703, 0.0441, 0.0362, 0.0339, 0.0505, 0.0563, 0.0626, 0.0649, 0.0766, 0.0725, 0.0952, 0.1147, 0.1281, 0.0988, 0.0966, 0.1026, 0.109, 0.1341, 0.1381, 0.1381, 0.1308, 0.1404, 0.1251, 0.0955, 0.0494, 0.0538, 0.0721, 0.0771, 0.0346, 0.0556, 0.067, 0.084, 0.0685, 0.0682, 0.0743, 0.0573, 0.0422, 0.0496, 0.0496, 0.0455, 0.039, 0.0261, 0.1114, 0.0649, 0.0547, 0.0271, 0.0357, 0.0227, 0.0028, -0.0108, 0.0184, -0.0004, -0.0128, -0.0137, -0.0044, -0.0044, -0.004, -0.0065, -0.0039, -0.0011, 0.0122, -0.0007, -0.0016, -0.0006, 0.0211, -0.0169, -0.0226, -0.0304, -0.0145, -0.0254, -0.0198, -0.0194, -0.0111, -0.0297, -0.0297, -0.0427, -0.0327, -0.0541, -0.0893, -0.0586, null, null, null, null, null, null, null, null, null, null, null, null, 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:2007186292535439512", "ticker_idx": 0, "ts": "2026-01-02T20:24:38+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 and $AMZN are my main saas. over 10%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NBIS and AMZN as main SaaS positions, together over 10% of portfolio.", "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": "@DumbMoneyCapitl $NBIS and $AMZN are my main saas. over 10%", "reply_text": null, "parent_text": "@DeepValueBagger What % of your portfolio is SaaS?\n\nI find it odd that I'm at 0%, seems like it's 100% manufacturing. \n\nVery strange.", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "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": "reply:2007186292535439512", "ticker_idx": 1, "ts": "2026-01-02T20:24:38+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS and $AMZN are my main saas. over 10%", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds NBIS and AMZN as main SaaS positions, together over 10% of portfolio.", "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": "@DumbMoneyCapitl $NBIS and $AMZN are my main saas. over 10%", "reply_text": null, "parent_text": "@DeepValueBagger What % of your portfolio is SaaS?\n\nI find it odd that I'm at 0%, seems like it's 100% manufacturing. \n\nVery strange.", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "ret_m1d": 0.019072880018625726, "ret_signed_m1d": 0.019072880018625726, "alpha_spy_m1d": 0.02090251940425636, "alpha_c_m1d": 0.010116332120190918, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": 0.008956547898434808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028962461627345393, "ret_signed_p1d": 0.028962461627345393, "alpha_spy_p1d": 0.022302254519100728, "alpha_c_p1d": 0.012485890407958333, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.01647657121938706, "ret_p1w": 0.09218545202124728, "ret_signed_p1w": 0.09218545202124728, "alpha_spy_p1w": 0.07623037864526228, "alpha_c_p1w": 0.0409813602918232, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.051204091729424084, "ret_p1m": 0.07267111131950199, "ret_signed_p1m": 0.07267111131950199, "alpha_spy_p1m": 0.05475463865514607, "alpha_c_p1m": 0.04208384945767296, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.03058726186182903, "ret_p3m": -0.07033109349130795, "ret_signed_p3m": -0.07033109349130795, "alpha_spy_p3m": -0.03206755069296119, "alpha_c_p3m": 4.851403425565337e-05, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.0703796075255636, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07267111131950199, "alpha_spy_stated": 0.05475463865514607, "alpha_c_stated": 0.04208384945767296, "price_path": [-0.0208, -0.0057, 0.0055, -0.0447, -0.0284, -0.0446, -0.0483, -0.0531, -0.0594, -0.0442, -0.0197, -0.0377, -0.0239, -0.0101, 0.0021, 0.0121, 0.0168, -0.0161, 0.0782, 0.1214, 0.1008, 0.1046, 0.073, 0.0791, 0.0967, 0.0998, 0.0781, 0.0489, 0.0362, 0.0281, -0.0174, -0.0168, -0.0413, -0.0257, -0.001, 0.014, 0.0117, 0.0117, 0.0297, 0.0326, 0.035, 0.026, 0.0115, 0.0134, 0.0017, 0.0063, 0.0233, 0.0167, -0.0014, -0.0175, -0.0174, -0.0231, 0.0011, 0.0038, 0.0085, 0.0249, 0.026, 0.026, 0.0266, 0.0246, 0.0266, 0.0191, 0.0191, 0.0, 0.029, 0.0637, 0.0665, 0.0874, 0.0922, 0.0882, 0.0711, 0.0448, 0.0516, 0.0557, 0.0557, 0.0199, 0.0212, 0.0346, 0.0559, 0.0526, 0.0803, 0.0729, 0.0672, 0.0565, 0.0727, 0.0535, 0.0287, -0.0168, -0.0714, -0.0785, -0.0863, -0.099, -0.1188, -0.1223, -0.1223, -0.1119, -0.0958, -0.0955, -0.0724, -0.0937, -0.0792, -0.07, -0.082, -0.0728, -0.08, -0.0785, -0.0427, -0.0334, -0.0587, -0.0574, -0.0537, -0.0611, -0.0749, -0.0831, -0.0652, -0.0499, -0.0734, -0.0783, -0.0933, -0.0722, -0.085, -0.0653, -0.0837, -0.1199, -0.1128, -0.0805, -0.0703, -0.0739, -0.0739, -0.0605, -0.0562, -0.0232, 0.0316, 0.0525, 0.0591, 0.0994, 0.0971, 0.1024, 0.1062, 0.0962, 0.1034, 0.1274, 0.1262, 0.1655, 0.1528, 0.1466, 0.1613, 0.1702, 0.1844, 0.2011, 0.2077, 0.2141, 0.1972, 0.2039, 0.1876, 0.1736, 0.1926, 0.1798, 0.1662, 0.1694, 0.145, 0.17, 0.1853, 0.1758, 0.1758, 0.1713, 0.2002, 0.2097, 0.1949, 0.1535, 0.1325, 0.1038, 0.1205, 0.0862, 0.0826, 0.0781, 0.0508, 0.0663, 0.0532, 0.0862, 0.0861, 0.0486, 0.079, 0.079, 0.0278, 0.0336, 0.0343, 0.0023, 0.0273, null]}
{"unit_id": "reply:2019849992362684787", "ticker_idx": 0, "ts": "2026-02-06T19:05:39+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 own a few shares of $asts", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds shares in both ASTS and RKLB; ongoing long positions disclosed.", "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": "reply_other", "lang": "en", "tweet_text": "@SaintAgnesBets True. I own a few shares of $asts but a true $rklb holder", "reply_text": null, "parent_text": "@DeepValueBagger so just buy BRK B, old man. if you're fatfired you shouldn't be in any of these stocks. index and chill and go spend time with your family.\n\nhigh beta stocks are the young man's game. but the highest risk also has the highest upside. \n\nno crying in the casino $ASTS", "quoted_text": null, "parent_author": "SaintAgnesBets", "ret_m1d": -0.08370178009460327, "ret_signed_m1d": -0.08370178009460327, "alpha_spy_m1d": -0.0648781214888473, "alpha_c_m1d": -0.0648781214888473, "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": 0.003241986718602652, "ret_signed_p1d": 0.003241986718602652, "alpha_spy_p1d": -0.0015797399979746718, "alpha_c_p1d": -0.0015797399979746718, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.004821726716577324, "ret_p1w": -0.18940955502394385, "ret_signed_p1w": -0.18940955502394385, "alpha_spy_p1w": -0.17656601032715025, "alpha_c_p1w": -0.17656601032715025, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.11818448443949059, "ret_signed_p1m": -0.11818448443949059, "alpha_spy_p1m": -0.10030198210992225, "alpha_c_p1m": -0.10030198210992225, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01788250232956834, "ret_p3m": -0.30562923991098967, "ret_signed_p3m": -0.30562923991098967, "alpha_spy_p3m": -0.3710981068558541, "alpha_c_p3m": -0.3710981068558541, "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": -0.11818448443949059, "alpha_spy_stated": -0.10030198210992225, "alpha_c_stated": -0.10030198210992225, "price_path": [-0.333, -0.3664, -0.3964, -0.3968, -0.444, -0.428, -0.4301, -0.5019, -0.4953, -0.4597, -0.4547, -0.4546, -0.4546, -0.4479, -0.4832, -0.4411, -0.3964, -0.2863, -0.2738, -0.273, -0.2844, -0.2234, -0.1674, -0.2465, -0.3338, -0.3283, -0.3923, -0.3523, -0.2549, -0.1504, -0.1584, -0.2332, -0.2332, -0.2932, -0.2979, -0.2663, -0.2865, -0.2865, -0.18, -0.1068, -0.0422, -0.1578, -0.1103, -0.0405, -0.0334, -0.0891, -0.0645, -0.0053, 0.1373, 0.1373, 0.1046, 0.0168, 0.1432, 0.1157, 0.0294, 0.0938, 0.191, 0.1994, 0.0925, 0.0271, 0.1372, 0.0168, -0.0837, 0.0, 0.0032, -0.0542, -0.0478, -0.1923, -0.1894, -0.1894, -0.1843, -0.1705, -0.1512, -0.2121, -0.1758, -0.1569, -0.1909, -0.1575, -0.222, -0.1461, -0.0895, 0.0305, -0.0779, -0.121, -0.1182, -0.1401, -0.1334, -0.1444, -0.1518, -0.1246, -0.0598, -0.1086, -0.0756, -0.1165, -0.1313, -0.1455, -0.0563, -0.1369, -0.2271, -0.2748, -0.1859, -0.1749, -0.0901, -0.0901, -0.0686, -0.0906, -0.0524, -0.1, -0.0677, -0.0277, -0.1299, -0.1462, -0.1066, -0.1597, -0.2042, -0.214, -0.1683, -0.2263, -0.2494, -0.2416, -0.2938, -0.3138, -0.274, -0.3036, -0.3277, -0.3725, -0.3056, -0.358, -0.2627, -0.189, -0.2832, -0.2651, -0.1845, -0.178, -0.147, -0.1345, -0.12, -0.0546, 0.04, 0.04, 0.176, 0.2732, 0.3075, 0.1142, 0.0379, 0.1609, 0.0584, 0.054, -0.0805, -0.0956, -0.1285, -0.1422, -0.0416, -0.1904, -0.1397, -0.192, -0.1607, -0.2076, -0.2076, -0.281, -0.2841, -0.3319, -0.3553, -0.2981, null, null, null, null, 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:2019849992362684787", "ticker_idx": 1, "ts": "2026-02-06T19:05:39+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a true $rklb holder", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds shares in both ASTS and RKLB; ongoing long positions disclosed.", "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": "reply_other", "lang": "en", "tweet_text": "@SaintAgnesBets True. I own a few shares of $asts but a true $rklb holder", "reply_text": null, "parent_text": "@DeepValueBagger so just buy BRK B, old man. if you're fatfired you shouldn't be in any of these stocks. index and chill and go spend time with your family.\n\nhigh beta stocks are the young man's game. but the highest risk also has the highest upside. \n\nno crying in the casino $ASTS", "quoted_text": null, "parent_author": "SaintAgnesBets", "ret_m1d": -0.08296460212000534, "ret_signed_m1d": -0.08296460212000534, "alpha_spy_m1d": -0.06414094351424937, "alpha_c_m1d": -0.055190153263079966, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.02777444885692537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04867252015929324, "ret_signed_p1d": 0.04867252015929324, "alpha_spy_p1d": 0.04385079344271592, "alpha_c_p1d": 0.04566975973840548, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.0030027604208877623, "ret_p1w": -0.06747783841275679, "ret_signed_p1w": -0.06747783841275679, "alpha_spy_p1w": -0.05463429371596318, "alpha_c_p1w": -0.07319451816628963, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.0057166797535328495, "ret_p1m": -0.011614993659226247, "ret_signed_p1m": -0.011614993659226247, "alpha_spy_p1m": 0.006267508670342092, "alpha_c_p1m": 0.0013194360479158451, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.012934429707142092, "ret_p3m": 0.1704922826753983, "ret_signed_p3m": 0.1704922826753983, "alpha_spy_p3m": 0.10502341573053386, "alpha_c_p3m": 0.1463151055500891, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.0241771771253092, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011614993659226247, "alpha_spy_stated": 0.006267508670342092, "alpha_c_stated": 0.0013194360479158451, "price_path": [-0.2915, -0.309, -0.3743, -0.3703, -0.4011, -0.4085, -0.3968, -0.4541, -0.4428, -0.413, -0.411, -0.4202, -0.4202, -0.4173, -0.4418, -0.4206, -0.3816, -0.3173, -0.3217, -0.2871, -0.2612, -0.2046, -0.1215, -0.1498, -0.2338, -0.2327, -0.2539, -0.1715, -0.0249, 0.0723, 0.0672, 0.0672, 0.0672, -0.0231, -0.0304, -0.0259, -0.0354, -0.0354, 0.0507, 0.0805, 0.1896, 0.1626, 0.1488, 0.1733, 0.2154, 0.1972, 0.2694, 0.255, 0.3316, 0.3316, 0.2329, 0.2143, 0.2165, 0.2293, 0.1128, 0.203, 0.2247, 0.1847, 0.1072, 0.0253, 0.1238, 0.0109, -0.083, 0.0, 0.0487, -0.004, -0.0373, -0.0873, -0.0675, -0.0675, -0.0336, 0.029, 0.0589, -0.0202, -0.0292, -0.0325, -0.0293, 0.0046, -0.0445, -0.0187, -0.0303, -0.0057, -0.0321, -0.0306, -0.0116, -0.0469, -0.005, -0.0546, -0.0541, -0.014, 0.0867, -0.0393, -0.0054, -0.0704, -0.0597, -0.0864, 0.0077, -0.0882, -0.1575, -0.2066, -0.112, -0.094, -0.0635, -0.0635, -0.0643, -0.083, -0.0448, -0.0772, -0.059, -0.0235, -0.0014, 0.0177, 0.1467, 0.1726, 0.237, 0.198, 0.245, 0.1698, 0.1018, 0.1379, 0.0867, 0.065, 0.1409, 0.0897, 0.1105, 0.089, 0.1705, 0.0866, 0.4584, 0.6226, 0.6256, 0.7167, 0.8328, 0.7252, 0.8136, 0.7604, 0.8567, 0.7347, 0.8772, 0.8772, 0.9801, 1.0773, 1.0469, 0.984, 0.6923, 0.7052, 0.586, 0.6586, 0.5221, 0.5715, 0.4965, 0.4526, 0.5871, 0.4158, 0.5106, 0.4468, 0.4931, 0.4829, 0.4829, 0.3868, 0.3153, 0.181, 0.1157, 0.169, null, null, null, null, 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:2047768901736362412", "ticker_idx": 0, "ts": "2026-04-24T20:05:26+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Might be worth adding $amd with er coming up", "tweet_type": "prediction", "timeline": "weeks", "summary": "Considering adding AMD ahead of earnings on CPU-to-GPU agentic AI demand 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": "reply_other", "lang": "en", "tweet_text": "@MajorOcelot45 Thanks. I want to model it out capacity and demand. Might be worth adding $amd with er coming up", "reply_text": null, "parent_text": "@DeepValueBagger Intel said 8 CPUs to 1 GPU just for the agentic AI. Suddenly Intel is an AI company.\n\nAMD has strong CPUs. Lisa Su famously doubled down on building best in business CPUs to lag behind Nvidia on GPUs. AMD benefits.\n\nNvidia, the true leader knew long ago when they attempted to", "quoted_text": null, "parent_author": "MajorOcelot45", "ret_m1d": 0.03938676294254262, "ret_signed_m1d": 0.03938676294254262, "alpha_spy_m1d": 0.04110658788660981, "alpha_c_m1d": 0.03903122888433286, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03412728464601866, "ret_signed_p1d": -0.03412728464601866, "alpha_spy_p1d": -0.029261292378899184, "alpha_c_p1d": -0.004399441205423127, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.029727843440595536, "ret_p1w": 0.02064968341535689, "ret_signed_p1w": 0.02064968341535689, "alpha_spy_p1w": 0.016678599063162824, "alpha_c_p1w": 0.01960279294588796, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": 0.5058124116063647, "ret_signed_p1m": 0.5058124116063647, "alpha_spy_p1m": 0.4562856458253024, "alpha_c_p1m": 0.31642355403651523, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5058124116063647, "alpha_spy_stated": 0.4562856458253024, "alpha_c_stated": 0.31642355403651523, "price_path": [-0.2447, -0.2464, -0.2926, -0.2641, -0.2765, -0.4018, -0.4247, -0.3771, -0.3545, -0.3618, -0.3617, -0.3846, -0.3805, -0.3805, -0.3931, -0.402, -0.3923, -0.4019, -0.4125, -0.361, -0.3699, -0.3913, -0.4017, -0.4064, -0.4294, -0.3961, -0.404, -0.4249, -0.3943, -0.3927, -0.3879, -0.4091, -0.4221, -0.4125, -0.4134, -0.4039, -0.3866, -0.3984, -0.3943, -0.3863, -0.3418, -0.3911, -0.3964, -0.4142, -0.3921, -0.3718, -0.35, -0.35, -0.342, -0.338, -0.3072, -0.2928, -0.2677, -0.2624, -0.2378, -0.2286, -0.1685, -0.1681, -0.1783, -0.1498, -0.0931, -0.0876, 0.0394, 0.0, -0.0341, 0.0074, 0.0593, 0.0774, 0.0206, 0.0617, 0.2593, 0.2206, 0.3603, 0.371, 0.3397, 0.3313, 0.3439, 0.2674, 0.2581, 0.2373, 0.3375, 0.3435, 0.3971, 0.3971, 0.5058, 0.4809, 0.5482, 0.5423, 0.5245, 0.5586, 0.6213, 0.5635, 0.3937, 0.4653, 0.421, 0.3519, 0.4597, 0.5288, 0.6354, 0.516, 0.5315, 0.6059, 0.6059, 0.6485, 0.5535, 0.5532, 0.5915, 0.5587, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019840163019727140", "ticker_idx": 0, "ts": "2026-02-06T18:26:36+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 for one, eose, sndk... Many are overvalued imho and have many risks", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Staying away from IREN, EOSE, SNDK; views them as overvalued with significant risks.", "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": "@D3GSolutions $iren for one, eose, sndk... Many are overvalued imho and have many risks.", "reply_text": null, "parent_text": "@DeepValueBagger What's some stocks you're staying away from moving forward you perhaps felt differently about? If you don't mind sharing.", "quoted_text": null, "parent_author": "D3GSolutions", "ret_m1d": -0.048768845953356954, "ret_signed_m1d": 0.048768845953356954, "alpha_spy_m1d": 0.029945187347600988, "alpha_c_m1d": 0.030891970296481275, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.01787687565687568, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10327514955108219, "ret_signed_p1d": -0.10327514955108219, "alpha_spy_p1d": -0.09845342283450487, "alpha_c_p1d": -0.10917269747282521, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.005897547921743018, "ret_p1w": 0.009323437068532447, "ret_signed_p1w": -0.009323437068532447, "alpha_spy_p1w": -0.022166981765326055, "alpha_c_p1w": -0.05742512172664649, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.04810168465811404, "ret_p1m": -0.07147983618415754, "ret_signed_p1m": 0.07147983618415754, "alpha_spy_p1m": 0.0535973338545892, "alpha_c_p1m": -0.0009491804664201187, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.07242901665057766, "ret_p3m": 0.45780532806395047, "ret_signed_p3m": -0.45780532806395047, "alpha_spy_p3m": -0.39233646111908604, "alpha_c_p3m": -0.4974943236406122, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": -0.03968899557666172, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07147983618415754, "alpha_spy_stated": 0.0535973338545892, "alpha_c_stated": -0.0009491804664201187, "price_path": [0.3717, 0.3316, 0.163, 0.1085, 0.1334, 0.1678, 0.0956, 0.0392, 0.0103, 0.1592, 0.1348, 0.1583, 0.1583, 0.143, 0.1592, -0.017, 0.0509, 0.1104, 0.0689, 0.1078, 0.1198, 0.05, 0.0504, -0.0406, -0.1518, -0.1253, -0.1924, -0.1442, -0.0457, 0.005, 0.0057, 0.0036, 0.0036, -0.0366, -0.0579, -0.0844, -0.0971, -0.0971, 0.0208, 0.1532, 0.0975, 0.0429, 0.092, 0.1004, 0.2032, 0.2668, 0.2642, 0.2405, 0.3823, 0.3823, 0.2972, 0.2785, 0.2493, 0.355, 0.2517, 0.4341, 0.5047, 0.4306, 0.2847, 0.2689, 0.3003, 0.0743, -0.0488, 0.0, 0.1033, 0.0263, 0.0201, -0.043, 0.0093, 0.0093, -0.0206, 0.006, 0.0349, -0.0442, 0.0127, 0.0865, 0.0526, 0.0576, -0.021, -0.0105, -0.0712, 0.0481, -0.0408, -0.1226, -0.0715, -0.0887, 0.0036, -0.011, -0.006, 0.0743, 0.027, 0.0091, -0.0041, -0.0129, 0.0079, -0.017, -0.0096, -0.1047, -0.1611, -0.2441, -0.1805, -0.185, -0.1688, -0.1688, -0.1602, -0.1456, -0.1195, -0.114, -0.06, 0.0296, 0.1324, 0.1671, 0.1403, 0.1504, 0.1647, 0.0798, 0.1568, 0.2436, 0.2106, 0.1561, 0.0624, 0.0246, 0.088, 0.0916, 0.1829, 0.3086, 0.4578, 0.3591, 0.4631, 0.3184, 0.3521, 0.3189, 0.3961, 0.2656, 0.2063, 0.1413, 0.2601, 0.388, 0.3586, 0.3586, 0.4291, 0.6218, 0.5312, 0.519, 0.5618, 0.5922, 0.5654, 0.4788, 0.2993, 0.415, 0.2914, 0.2317, 0.3557, 0.4289, 0.4547, 0.4148, 0.3892, 0.4334, 0.4334, 0.3596, 0.3082, 0.2025, 0.1413, 0.1286, null, null, null, null, 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:2019840163019727140", "ticker_idx": 1, "ts": "2026-02-06T18:26:36+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$iren for one, eose, sndk... Many are overvalued imho and have many risks", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Staying away from IREN, EOSE, SNDK; views them as overvalued with significant risks.", "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": "@D3GSolutions $iren for one, eose, sndk... Many are overvalued imho and have many risks.", "reply_text": null, "parent_text": "@DeepValueBagger What's some stocks you're staying away from moving forward you perhaps felt differently about? If you don't mind sharing.", "quoted_text": null, "parent_author": "D3GSolutions", "ret_m1d": -0.08367186446266417, "ret_signed_m1d": 0.08367186446266417, "alpha_spy_m1d": 0.0648482058569082, "alpha_c_m1d": 0.0558974156057388, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.02777444885692537, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07554827943136844, "ret_signed_p1d": -0.07554827943136844, "alpha_spy_p1d": -0.07072655271479111, "alpha_c_p1d": -0.07254551901048067, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.0030027604208877623, "ret_p1w": -0.09829406961016574, "ret_signed_p1w": 0.09829406961016574, "alpha_spy_p1w": 0.08545052491337213, "alpha_c_p1w": 0.10401074936369858, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.0057166797535328495, "ret_p1m": -0.49878148936033406, "ret_signed_p1m": 0.49878148936033406, "alpha_spy_p1m": 0.4808989870307657, "alpha_c_p1m": 0.48584705965319197, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.012934429707142092, "ret_p3m": -0.4687246353435408, "ret_signed_p3m": 0.4687246353435408, "alpha_spy_p3m": 0.5341935022884052, "alpha_c_p3m": 0.49290181246885, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.0241771771253092, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.49878148936033406, "alpha_spy_stated": 0.4808989870307657, "alpha_c_stated": 0.48584705965319197, "price_path": [0.5045, 0.4029, 0.2352, 0.121, 0.0561, 0.095, 0.0382, 0.0463, 0.0041, 0.0658, 0.0885, 0.1543, 0.1543, 0.2226, 0.1052, 0.0382, 0.1007, 0.2665, 0.2177, 0.2535, 0.2145, 0.2015, 0.3355, 0.2055, 0.1072, 0.0804, -0.0032, 0.0, 0.0617, 0.0471, -0.0284, -0.0236, -0.0236, -0.0374, -0.078, -0.078, -0.069, -0.069, 0.0536, 0.0934, 0.1495, 0.1357, 0.1389, 0.2413, 0.3103, 0.3664, 0.4054, 0.3712, 0.4175, 0.4175, 0.407, 0.424, 0.4801, 0.3899, 0.3152, 0.2193, 0.355, 0.3087, 0.1893, 0.147, 0.1702, 0.0073, -0.0837, 0.0, 0.0755, -0.0073, -0.0593, -0.1235, -0.0983, -0.0983, -0.0699, -0.0609, -0.0699, -0.1308, -0.1568, -0.0674, -0.0959, -0.4525, -0.5374, -0.5207, -0.5077, -0.4517, -0.4541, -0.502, -0.4988, -0.4793, -0.476, -0.5028, -0.5361, -0.5483, -0.5418, -0.5711, -0.5516, -0.5784, -0.5662, -0.5865, -0.5857, -0.6084, -0.6052, -0.643, -0.5971, -0.5946, -0.5963, -0.5963, -0.6068, -0.6361, -0.6271, -0.5167, -0.5435, -0.4996, -0.4866, -0.4249, -0.4224, -0.4184, -0.4184, -0.4289, -0.4037, -0.437, -0.3769, -0.4184, -0.4468, -0.485, -0.4557, -0.476, -0.4817, -0.4939, -0.4687, -0.4833, -0.3493, -0.3038, -0.342, -0.3274, -0.3363, -0.3611, -0.3964, -0.4411, -0.4224, -0.3363, -0.3452, -0.3452, -0.2908, -0.3006, -0.2697, -0.3152, -0.2713, -0.2348, -0.3339, -0.3436, -0.4249, -0.4565, -0.4915, -0.5069, -0.4963, -0.5077, -0.4817, -0.4468, -0.3826, -0.3786, -0.3786, -0.4037, -0.4728, -0.5077, -0.5053, -0.5183, null, null, null, null, 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:2019840163019727140", "ticker_idx": 2, "ts": "2026-02-06T18:26:36+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$iren for one, eose, sndk... Many are overvalued imho and have many risks", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Staying away from IREN, EOSE, SNDK; views them as overvalued with significant risks.", "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": "reply_other", "lang": "en", "tweet_text": "@D3GSolutions $iren for one, eose, sndk... Many are overvalued imho and have many risks.", "reply_text": null, "parent_text": "@DeepValueBagger What's some stocks you're staying away from moving forward you perhaps felt differently about? If you don't mind sharing.", "quoted_text": null, "parent_author": "D3GSolutions", "ret_m1d": -0.036374278043277974, "ret_signed_m1d": 0.036374278043277974, "alpha_spy_m1d": 0.017550619437522008, "alpha_c_m1d": -0.002596815125522567, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.03897109316880054, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02433311731070098, "ret_signed_p1d": 0.02433311731070098, "alpha_spy_p1d": 0.029154844027278304, "alpha_c_p1d": 0.04006338351470584, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.01573026620400486, "ret_p1w": 0.04784678445939505, "ret_signed_p1w": -0.04784678445939505, "alpha_spy_p1w": -0.06069032915618866, "alpha_c_p1w": -0.0589712410310842, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.011124456571689145, "ret_p1m": -0.015419402207636268, "ret_signed_p1m": 0.015419402207636268, "alpha_spy_p1m": -0.0024631001219320714, "alpha_c_p1m": 0.005712042796680472, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.009707359410955796, "ret_p3m": 1.3580231652885484, "ret_signed_p3m": -1.3580231652885484, "alpha_spy_p3m": -1.292554298343684, "alpha_c_p3m": -1.1517494187502757, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.20627374653827268, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015419402207636268, "alpha_spy_stated": -0.0024631001219320714, "alpha_c_stated": 0.005712042796680472, "price_path": [-0.5458, -0.5265, -0.5927, -0.5749, -0.5553, -0.5904, -0.5887, -0.6723, -0.6651, -0.6204, -0.6312, -0.6404, -0.6404, -0.6266, -0.6485, -0.6566, -0.6749, -0.6433, -0.6179, -0.6229, -0.633, -0.6106, -0.5959, -0.6552, -0.6624, -0.65, -0.6541, -0.633, -0.6026, -0.5969, -0.5904, -0.5818, -0.5818, -0.5818, -0.5915, -0.5983, -0.603, -0.603, -0.5397, -0.5416, -0.4153, -0.4087, -0.4405, -0.3688, -0.349, -0.3481, -0.3514, -0.3156, -0.3083, -0.3083, -0.2422, -0.1617, -0.1581, -0.2076, -0.2126, -0.1949, -0.1176, -0.0981, -0.0363, 0.1125, 0.1632, -0.0224, -0.0364, 0.0, -0.0243, -0.0942, 0.0023, 0.0541, 0.0478, 0.0478, -0.0123, 0.0041, 0.0387, 0.087, 0.1146, 0.0678, 0.0576, 0.0902, 0.0626, 0.0353, -0.0544, 0.0019, -0.0541, -0.1181, -0.0154, 0.035, 0.0961, 0.0349, 0.1065, 0.1767, 0.2044, 0.2605, 0.2912, 0.1869, 0.1748, 0.1748, 0.1336, 0.0087, 0.0299, -0.0426, 0.0625, 0.1585, 0.1733, 0.1733, 0.2119, 0.1887, 0.306, 0.4241, 0.4245, 0.5929, 0.5795, 0.4913, 0.5377, 0.5402, 0.5269, 0.511, 0.6374, 0.5594, 0.6555, 0.7898, 0.6763, 0.7798, 0.8338, 0.9851, 1.1003, 1.3519, 1.358, 1.2409, 1.6128, 1.5881, 1.4283, 1.4203, 1.3124, 1.3541, 1.2293, 1.3134, 1.3289, 1.5792, 1.4729, 1.4729, 1.6583, 1.659, 1.7454, 1.8347, 1.9458, 1.8704, 2.063, 1.9429, 1.6078, 1.746, 1.7536, 1.7481, 2.1466, 2.3115, 2.5251, 2.3306, 2.2759, 2.6537, 2.6537, 2.8025, 2.2839, 2.2017, 2.905, 2.4965, null, null, null, null, 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:2001118311522677241", "ticker_idx": 0, "ts": "2025-12-17T02:32:39+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA solves them all ftw", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish TSLA thesis: company solves energy, datacenters, self-driving, and robotics challenges.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Well said buddy. $TSLA solves them all ftw.", "reply_text": null, "parent_text": null, "quoted_text": "@TraderJonesy Idk you but here is my advice. Exit your puts.\n\n1. Energy shortage ( tesla fixes that )\n2. Datacenters ( tesla fixes that )\n3. Space datacenters ( SpaceX and tesla fix that )\n4. Self driving vehicles\n5. Robots\n\nGive up.", "parent_author": null, "ret_m1d": 0.04840986740665776, "ret_signed_m1d": 0.04840986740665776, "alpha_spy_m1d": 0.037283847214411026, "alpha_c_m1d": 0.03671057271409106, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.011699294692566697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034477560704677446, "ret_signed_p1d": 0.034477560704677446, "alpha_spy_p1d": 0.026926297994925186, "alpha_c_p1d": 0.01937635744326749, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.015101203261409957, "ret_p1w": 0.03882203431010134, "ret_signed_p1w": 0.03882203431010134, "alpha_spy_p1w": 0.007514308278414816, "alpha_c_p1w": 0.01963063127611786, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.01919140303398348, "ret_p1m": -0.061400509013808, "ret_signed_p1m": -0.061400509013808, "alpha_spy_p1m": -0.09548673821387543, "alpha_c_p1m": -0.08150647070589379, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.020105961692085783, "ret_p3m": -0.15344778219517563, "ret_signed_p3m": -0.15344778219517563, "alpha_spy_p3m": -0.152862346912081, "alpha_c_p3m": -0.08625851179404098, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.06718927040113465, "ret_p6m": -0.1457647015487249, "ret_signed_p6m": -0.1457647015487249, "alpha_spy_p6m": -0.2508597300601656, "alpha_c_p6m": -0.11460455895883437, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.031160142589890527, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.061400509013808, "alpha_spy_stated": -0.09548673821387543, "alpha_c_stated": -0.08150647070589379, "price_path": [-0.0882, -0.0707, -0.0886, -0.0524, -0.0939, -0.0575, -0.0515, -0.0482, -0.0167, -0.0669, -0.0801, -0.03, -0.0731, -0.0611, -0.0679, -0.1151, -0.0671, -0.0814, -0.0687, -0.0824, -0.0598, -0.0424, -0.0528, -0.0605, -0.0391, -0.0718, -0.0318, -0.0144, -0.0123, -0.0581, -0.0229, 0.0024, -0.0492, -0.0111, -0.0457, -0.0808, -0.0471, -0.0592, -0.0785, -0.1397, -0.1346, -0.1249, -0.1413, -0.1354, -0.1542, -0.163, -0.1059, -0.1024, -0.0871, -0.0871, -0.0794, -0.0794, -0.0814, -0.0439, -0.0272, -0.0262, -0.0592, -0.0473, -0.0338, -0.0436, -0.0178, 0.0172, 0.0484, 0.0, 0.0345, 0.0298, 0.0459, 0.0392, 0.0388, 0.0388, 0.017, -0.0163, -0.0275, -0.0375, -0.0375, -0.0625, -0.0334, -0.0734, -0.0767, -0.0673, -0.0476, -0.0392, -0.0429, -0.0601, -0.0614, -0.0637, -0.0637, -0.1027, -0.0767, -0.0383, -0.039, -0.0686, -0.0778, -0.0766, -0.1085, -0.0789, -0.0973, -0.0969, -0.1311, -0.1499, -0.1202, -0.1069, -0.09, -0.0834, -0.1074, -0.1066, -0.1066, -0.1212, -0.1197, -0.1189, -0.1186, -0.1443, -0.1239, -0.1067, -0.1256, -0.1386, -0.1368, -0.1601, -0.1312, -0.1321, -0.1509, -0.1468, -0.1456, -0.1272, -0.1546, -0.1628, -0.1534, -0.1455, -0.1594, -0.1861, -0.2125, -0.1849, -0.1803, -0.174, -0.2036, -0.2256, -0.2397, -0.2044, -0.1841, -0.2283, -0.2283, -0.2449, -0.2581, -0.2654, -0.2603, -0.2532, -0.2458, -0.2206, -0.1612, -0.1677, -0.1426, -0.16, -0.173, -0.1707, -0.2002, -0.1947, -0.1896, -0.1953, -0.2022, -0.1833, -0.1636, -0.16, -0.1667, -0.1467, -0.1187, -0.0833, -0.0476, -0.0724, -0.0471, -0.0513, -0.0963, -0.1226, -0.1351, -0.107, -0.1057, -0.0883, -0.0883, -0.0721, -0.0576, -0.0538, -0.0674, -0.11, -0.0931, -0.0932, -0.1045, -0.1632, -0.1248, -0.1511, -0.1833, -0.1458]}
{"unit_id": "reply:1989392908496375891", "ticker_idx": 0, "ts": "2025-11-14T18:00:05+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still have my shares - 11k now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 11k shares of RKLB; ongoing long position.", "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": "reply_other", "lang": "en", "tweet_text": "@AceCrouton Still have my shares - 11k now. https://t.co/vTgrT4WCUo", "reply_text": null, "parent_text": "$RKLB shareholders the last month refusing to sell https://t.co/eoCNfEvRrf", "quoted_text": null, "parent_author": "AceCrouton", "ret_m1d": -0.00636804808294289, "ret_signed_m1d": -0.00636804808294289, "alpha_spy_m1d": -0.006531624504638067, "alpha_c_m1d": -0.0063022320097060325, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -6.581607323685734e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.048967929235943175, "ret_signed_p1d": -0.048967929235943175, "alpha_spy_p1d": -0.03965130866253541, "alpha_c_p1d": -0.03916599207652238, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009801937159420793, "ret_p1w": -0.11506371482483135, "ret_signed_p1w": -0.11506371482483135, "alpha_spy_p1w": -0.09586519166530427, "alpha_c_p1w": -0.09940677979025714, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.015656935034574215, "ret_p1m": 0.21673251500791002, "ret_signed_p1m": 0.21673251500791002, "alpha_spy_p1m": 0.20363605181223865, "alpha_c_p1m": 0.18397160262702572, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.0327609123808843, "ret_p3m": 0.5287659496476724, "ret_signed_p3m": 0.5287659496476724, "alpha_spy_p3m": 0.4959133746836941, "alpha_c_p3m": 0.37463908440750004, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.15412686524017238, "ret_p6m": 1.5768554263271737, "ret_signed_p6m": 1.5768554263271737, "alpha_spy_p6m": 1.4703272433736319, "alpha_c_p6m": 1.4181617356483396, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.1586936906788341, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21673251500791002, "alpha_spy_stated": 0.20363605181223865, "alpha_c_stated": 0.18397160262702572, "price_path": [-0.1014, -0.1065, -0.0881, -0.0255, 0.0369, 0.0569, 0.0156, 0.052, 0.0672, 0.0672, 0.0828, -0.0441, -0.056, 0.0066, 0.0481, 0.0327, 0.0138, 0.0635, 0.1713, 0.1866, 0.0374, 0.0558, 0.036, 0.0494, 0.0938, 0.1618, 0.0692, 0.0239, 0.0158, 0.0323, 0.052, 0.0534, 0.1522, 0.2332, 0.2846, 0.3507, 0.4341, 0.4585, 0.4111, 0.4365, 0.4939, 0.5211, 0.4712, 0.4552, 0.4789, 0.4361, 0.3299, 0.3959, 0.4177, 0.4409, 0.3999, 0.4528, 0.3377, 0.383, 0.3469, 0.2422, 0.2389, 0.0894, 0.1339, 0.1397, 0.1252, 0.0973, -0.0064, 0.0, -0.049, -0.0606, -0.0422, -0.1331, -0.1151, -0.0679, -0.0646, -0.0793, -0.0793, -0.0747, -0.1135, -0.0799, -0.018, 0.0841, 0.0772, 0.1322, 0.1733, 0.2631, 0.395, 0.3502, 0.2167, 0.2185, 0.1849, 0.3158, 0.5485, 0.7029, 0.6948, 0.6948, 0.6948, 0.5514, 0.5397, 0.547, 0.5318, 0.5318, 0.6686, 0.7159, 0.8891, 0.8463, 0.8243, 0.8632, 0.9302, 0.9012, 1.0158, 0.993, 1.1146, 1.1146, 0.9578, 0.9284, 0.9319, 0.9521, 0.7672, 0.9104, 0.9449, 0.8814, 0.7582, 0.6282, 0.7846, 0.6054, 0.4563, 0.5881, 0.6653, 0.5817, 0.5288, 0.4495, 0.4809, 0.4809, 0.5347, 0.6342, 0.6816, 0.556, 0.5417, 0.5365, 0.5415, 0.5953, 0.5173, 0.5584, 0.54, 0.5791, 0.5371, 0.5395, 0.5696, 0.5136, 0.5801, 0.5013, 0.5022, 0.5659, 0.7257, 0.5257, 0.5795, 0.4763, 0.4932, 0.4508, 0.6004, 0.448, 0.3379, 0.26, 0.4102, 0.4387, 0.4873, 0.4873, 0.4859, 0.4563, 0.5169, 0.4655, 0.4943, 0.5507, 0.5859, 0.6162, 0.821, 0.8621, 0.9644, 0.9025, 0.9772, 0.8577, 0.7497, 0.807, 0.7257, 0.6913, 0.8118, 0.7306, 0.7635, 0.7295, 0.8588, 0.7255, 1.316, 1.5769]}
{"unit_id": "quote:2016548662088781906", "ticker_idx": 0, "ts": "2026-01-28T16:27:21+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Be on the right side of it. $amzn", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish AMZN; layoffs framed as rational capitalist restructuring — be on the right side.", "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": "Capitalism is a bitch. Be on the right side of it. $amzn", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Amazon announces they are laying off 16,000 corporate employees due to “rising competition over AI.”", "parent_author": null, "ret_m1d": 0.006872137799658784, "ret_signed_m1d": 0.006872137799658784, "alpha_spy_m1d": 0.00677146308495602, "alpha_c_m1d": -0.0006830793544112534, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.0075552171540700375, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005267268047532414, "ret_signed_p1d": -0.005267268047532414, "alpha_spy_p1d": -0.00328289089269862, "alpha_c_p1d": -0.0005042196109821262, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.004763048436550288, "ret_p1w": -0.04123282679795304, "ret_signed_p1w": -0.04123282679795304, "alpha_spy_p1w": -0.027960352403168187, "alpha_c_p1w": -0.02751844539602233, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.013714381401930709, "ret_p1m": -0.1443973380975635, "ret_signed_p1m": -0.1443973380975635, "alpha_spy_p1m": -0.13559690335220476, "alpha_c_p1m": -0.10563578101514737, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.03876155708241613, "ret_p3m": 0.07452368634921358, "ret_signed_p3m": 0.07452368634921358, "alpha_spy_p3m": 0.04331496596013085, "alpha_c_p3m": 0.10485369531570665, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": -0.03033000896649307, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1443973380975635, "alpha_spy_stated": -0.13559690335220476, "alpha_c_stated": -0.10563578101514737, "price_path": [0.005, 0.0452, 0.026, 0.0296, 0.0001, 0.0058, 0.0222, 0.0251, 0.0049, -0.0223, -0.0342, -0.0417, -0.0842, -0.0836, -0.1065, -0.0918, -0.0688, -0.0549, -0.057, -0.057, -0.0403, -0.0376, -0.0353, -0.0437, -0.0572, -0.0555, -0.0663, -0.0621, -0.0462, -0.0524, -0.0692, -0.0842, -0.0842, -0.0895, -0.0669, -0.0644, -0.06, -0.0447, -0.0437, -0.0437, -0.0432, -0.045, -0.0431, -0.0502, -0.0502, -0.0679, -0.0409, -0.0086, -0.006, 0.0135, 0.018, 0.0142, -0.0017, -0.0262, -0.0199, -0.016, -0.016, -0.0494, -0.0481, -0.0357, -0.0158, -0.0189, 0.0069, 0.0, -0.0053, -0.0153, -0.0002, -0.0181, -0.0412, -0.0836, -0.1345, -0.1411, -0.1483, -0.1602, -0.1786, -0.182, -0.182, -0.1723, -0.1573, -0.157, -0.1354, -0.1553, -0.1418, -0.1332, -0.1444, -0.1358, -0.1425, -0.1411, -0.1078, -0.099, -0.1226, -0.1215, -0.118, -0.1249, -0.1378, -0.1454, -0.1287, -0.1144, -0.1364, -0.1409, -0.1549, -0.1353, -0.1472, -0.1288, -0.146, -0.1797, -0.1731, -0.143, -0.1335, -0.1368, -0.1368, -0.1244, -0.1203, -0.0895, -0.0385, -0.0191, -0.0128, 0.0247, 0.0226, 0.0275, 0.0311, 0.0217, 0.0284, 0.0508, 0.0497, 0.0863, 0.0745, 0.0687, 0.0824, 0.0907, 0.1039, 0.1195, 0.1257, 0.1316, 0.1159, 0.1221, 0.1069, 0.0939, 0.1116, 0.0996, 0.087, 0.0899, 0.0672, 0.0905, 0.1047, 0.0959, 0.0959, 0.0917, 0.1187, 0.1275, 0.1137, 0.0751, 0.0556, 0.0288, 0.0444, 0.0124, 0.0091, 0.0049, -0.0206, -0.0062, -0.0184, 0.0124, 0.0123, -0.0227, 0.0057, 0.0057, -0.0421, -0.0366, -0.036, -0.0658, -0.0425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2007143326190129538", "ticker_idx": 0, "ts": "2026-01-02T17:33:54+00:00", "symbol": "FIG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I started aggressively csp on $fig to own. The founder Dylan story is amazing. Like a Zuckerberg. Valuation is good now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Aggressively selling cash-secured puts on FIG to acquire shares; bullish on founder story and current valuation.", "resolved_tickers": ["FIG"], "resolution_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 started aggressively csp on $fig to own. The founder Dylan story is amazing. Like a Zuckerberg. Valuation is good now.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006381326098695683, "ret_signed_m1d": -0.006381326098695683, "alpha_spy_m1d": -0.004551686713065051, "alpha_c_m1d": -0.004551686713065051, "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": -0.014357907651262214, "ret_signed_p1d": -0.014357907651262214, "alpha_spy_p1d": -0.02101811475950688, "alpha_c_p1d": -0.02101811475950688, "bench_spy_p1d": 0.0066602071082446646, "bench_c_p1d": 0.0066602071082446646, "ret_p1w": -0.007444795925363845, "ret_signed_p1w": -0.007444795925363845, "alpha_spy_p1w": -0.023399869301348852, "alpha_c_p1w": -0.023399869301348852, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.36187185295087776, "ret_signed_p1m": -0.36187185295087776, "alpha_spy_p1m": -0.3797883256152337, "alpha_c_p1m": -0.3797883256152337, "bench_spy_p1m": 0.01791647266435592, "bench_c_p1m": 0.01791647266435592, "ret_p3m": -0.4570592995238171, "ret_signed_p3m": -0.4570592995238171, "alpha_spy_p3m": -0.4187957567254703, "alpha_c_p3m": -0.4187957567254703, "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": -0.36187185295087776, "alpha_spy_stated": -0.3797883256152337, "alpha_c_stated": -0.3797883256152337, "price_path": [0.6177, 0.8899, 0.8064, 0.6235, 0.7091, 0.6171, 0.6969, 0.5366, 0.5113, 0.4813, 0.4813, 0.4041, 0.4185, 0.4188, 0.4129, 0.3797, 0.351, 0.2986, 0.3252, 0.2808, 0.218, 0.1702, 0.2225, 0.1765, 0.1811, 0.1827, 0.1699, 0.0784, 0.0245, -0.0061, -0.0226, -0.0497, -0.1074, -0.0877, -0.0569, -0.0561, -0.0394, -0.0394, -0.0436, -0.0511, -0.038, -0.0064, 0.0292, 0.0096, 0.0011, 0.0229, 0.0439, 0.0287, -0.0409, -0.0673, -0.0444, -0.0066, -0.0165, 0.0497, 0.0436, 0.0207, 0.0332, 0.0332, 0.0247, 0.0058, 0.0005, -0.0064, -0.0064, 0.0, -0.0144, -0.0032, -0.0093, -0.009, -0.0074, -0.0322, -0.1077, -0.1396, -0.1598, -0.2138, -0.2138, -0.2619, -0.2802, -0.2443, -0.2308, -0.2244, -0.2433, -0.2007, -0.2802, -0.3108, -0.3619, -0.4313, -0.4015, -0.4097, -0.4153, -0.4116, -0.3592, -0.3999, -0.4145, -0.401, -0.401, -0.3858, -0.3568, -0.3124, -0.3063, -0.3419, -0.2707, -0.1694, -0.1965, -0.2186, -0.2212, -0.1827, -0.2119, -0.1944, -0.226, -0.1896, -0.2462, -0.2598, -0.3042, -0.3079, -0.2779, -0.2701, -0.3284, -0.356, -0.3691, -0.3831, -0.4185, -0.4392, -0.4111, -0.4632, -0.464, -0.4379, -0.4571, -0.4345, -0.4345, -0.4305, -0.4366, -0.4642, -0.4927, -0.5171, -0.49, -0.5102, -0.4592, -0.4597, -0.4969, -0.4945, -0.5023, -0.4903, -0.5395, -0.5355, -0.5398, -0.5432, -0.5517, -0.5294, -0.5017, -0.4693, -0.4836, -0.4871, -0.4533, -0.4507, -0.4669, -0.486, -0.4964, -0.4618, -0.3906, -0.3523, -0.3813, -0.3996, -0.426, -0.3962, -0.3962, -0.4161, -0.4326, -0.3762, -0.322, -0.2789, -0.3542, -0.394, -0.4015, -0.4217, -0.439, -0.4552, -0.4738, -0.4858, -0.507, -0.5078, -0.5219, -0.5041, -0.498, -0.498, -0.4927, -0.4951, -0.5044, -0.5522, -0.5049, null]}
{"unit_id": "quote:2017689975962136805", "ticker_idx": 0, "ts": "2026-01-31T20:02:31+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I'm bullish too. I have a lot of eth.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ETH long-term; endorses BMNR and ASST as revenue-backed plays while waiting for ETH to move.", "resolved_tickers": ["ETH-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": "My general thesis on $BMNR $ASST. It's a fools' errand to try to predict the unpredictable.", "reply_text": null, "parent_text": null, "quoted_text": "@otium33 @BitMNR @fundstrat I'm bullish too. I have a lot of eth.\n\n My thesis is this.\n\n$eth is hella difficult to predict\n$bmnr is way hella difficult to predict.\n\nBuy something with revenue, narrative easier to predict while waiting eth to move up.", "parent_author": null, "ret_m1d": 0.1527150524057055, "ret_signed_m1d": 0.1527150524057055, "alpha_spy_m1d": 0.1576616843336549, "alpha_c_m1d": 0.1576616843336549, "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": -0.04982085366444211, "ret_signed_p1d": -0.04982085366444211, "alpha_spy_p1d": -0.04136546776326955, "alpha_c_p1d": -0.04136546776326955, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.008455385901172563, "ret_p1w": -0.1027100797345687, "ret_signed_p1w": -0.1027100797345687, "alpha_spy_p1w": -0.10061061556822382, "alpha_c_p1w": -0.10061061556822382, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0020994641663448776, "ret_p1m": -0.15423752289120995, "ret_signed_p1m": -0.15423752289120995, "alpha_spy_p1m": -0.13255261863327006, "alpha_c_p1m": -0.13255261863327006, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.021684904257939897, "ret_p3m": -0.03758193842531388, "ret_signed_p3m": -0.03758193842531388, "alpha_spy_p3m": -0.0738377981132724, "alpha_c_p3m": -0.0738377981132724, "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": -0.15423752289120995, "alpha_spy_stated": -0.13255261863327006, "alpha_c_stated": -0.13255261863327006, "price_path": [0.461, 0.4129, 0.4653, 0.5221, 0.4568, 0.4559, 0.379, 0.3239, 0.2901, 0.3321, 0.2895, 0.2079, 0.1797, 0.2595, 0.2617, 0.2915, 0.2859, 0.2934, 0.1944, 0.2788, 0.3614, 0.337, 0.2901, 0.3331, 0.4166, 0.4185, 0.3808, 0.3156, 0.2644, 0.2644, 0.2078, 0.2059, 0.2703, 0.2823, 0.264, 0.2565, 0.2385, 0.248, 0.2517, 0.2675, 0.2656, 0.2798, 0.3327, 0.3761, 0.4059, 0.3508, 0.3242, 0.3151, 0.3191, 0.4171, 0.431, 0.4149, 0.4057, 0.3593, 0.2522, 0.2707, 0.2582, 0.2597, 0.2483, 0.2891, 0.2825, 0.2021, 0.1527, 0.0, -0.0498, -0.0857, -0.2229, -0.1198, -0.1027, -0.1386, -0.1722, -0.1695, -0.1262, -0.1478, -0.1502, -0.1665, -0.169, -0.1601, -0.2085, -0.2096, -0.1236, -0.1355, -0.1764, -0.1353, -0.1542, -0.0929, -0.1163, -0.156, -0.1499, -0.1311, -0.1249, -0.1157, -0.1074, 0.0029, -0.0112, -0.06, -0.0883, -0.0844, -0.082, -0.0805, -0.0752, -0.1215, -0.1506, -0.1369, -0.1022, -0.0877, -0.1226, -0.1241, -0.1009, -0.0437, -0.0657, -0.0662, -0.0423, 0.0112, -0.009, 0.0064, 0.0018, 0.0327, -0.0124, -0.007, 0.0135, -0.0055, -0.0122, -0.0176, -0.0234, -0.0388, -0.0376, -0.021, 0.0009, 0.0072, 0.0027, -0.0227, -0.0159, -0.0021, -0.0297, -0.037, -0.0271, -0.0516, -0.0921, -0.1, -0.0927, -0.0908, -0.1193, -0.0994, -0.1167, -0.1374, -0.1437, -0.1418, -0.1455, -0.2076, -0.2272, -0.2452, -0.3257, -0.2791, -0.3014, -0.3089, -0.2867, -0.2897, -0.2343, -0.2363, -0.2544, -0.2708, -0.2702, -0.2635, -0.2896, -0.309, -0.3325, -0.3275, 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:2017689975962136805", "ticker_idx": 1, "ts": "2026-01-31T20:02:31+00:00", "symbol": "BMNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My general thesis on $BMNR $ASST", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ETH long-term; endorses BMNR and ASST as revenue-backed plays while waiting for ETH to move.", "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": "quote", "lang": "en", "tweet_text": "My general thesis on $BMNR $ASST. It's a fools' errand to try to predict the unpredictable.", "reply_text": null, "parent_text": null, "quoted_text": "@otium33 @BitMNR @fundstrat I'm bullish too. I have a lot of eth.\n\n My thesis is this.\n\n$eth is hella difficult to predict\n$bmnr is way hella difficult to predict.\n\nBuy something with revenue, narrative easier to predict while waiting eth to move up.", "parent_author": null, "ret_m1d": 0.1008772465514216, "ret_signed_m1d": 0.1008772465514216, "alpha_spy_m1d": 0.10582387847937103, "alpha_c_m1d": 0.11179711653876034, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.010919869987338737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019736792572315753, "ret_signed_p1d": -0.019736792572315753, "alpha_spy_p1d": -0.01128140667114319, "alpha_c_p1d": -0.010482637702684094, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.009254154869631659, "ret_p1w": -0.05921046137259167, "ret_signed_p1w": -0.05921046137259167, "alpha_spy_p1w": -0.057110997206246794, "alpha_c_p1w": -0.05754474625488459, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0016657151177070784, "ret_p1m": -0.1416666513297985, "ret_signed_p1m": -0.1416666513297985, "alpha_spy_p1m": -0.1199817470718586, "alpha_c_p1m": -0.08947350842162516, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.05219314290817334, "ret_p3m": -0.06140349409550094, "ret_signed_p3m": -0.06140349409550094, "alpha_spy_p3m": -0.09765935378345947, "alpha_c_p3m": -0.03119750588169945, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": -0.030205988213801493, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1416666513297985, "alpha_spy_stated": -0.1199817470718586, "alpha_c_stated": -0.08947350842162516, "price_path": [0.8161, 0.6386, 0.764, 0.8043, 0.7359, 0.7789, 0.6035, 0.5083, 0.3571, 0.4154, 0.2794, 0.1409, 0.14, 0.3636, 0.2676, 0.3917, 0.3917, 0.4522, 0.2689, 0.3992, 0.4759, 0.5925, 0.4934, 0.5719, 0.7197, 0.7719, 0.6833, 0.5289, 0.3575, 0.3768, 0.286, 0.2469, 0.3754, 0.3636, 0.3061, 0.2873, 0.2873, 0.2417, 0.2518, 0.2158, 0.1908, 0.1908, 0.368, 0.4627, 0.418, 0.3316, 0.3719, 0.3184, 0.3654, 0.3693, 0.4325, 0.3539, 0.3667, 0.3667, 0.2386, 0.2873, 0.2675, 0.2632, 0.2193, 0.2864, 0.2996, 0.1711, 0.1009, 0.0, -0.0197, -0.1096, -0.2368, -0.1022, -0.0592, -0.125, -0.1461, -0.1342, -0.0807, -0.0807, -0.1162, -0.1307, -0.1246, -0.1171, -0.157, -0.1474, -0.057, -0.1035, -0.1675, -0.1053, -0.1417, -0.0737, -0.1075, -0.1719, -0.0921, -0.0908, -0.0768, -0.0987, -0.0991, 0.0259, 0.0189, -0.061, -0.0728, -0.0816, -0.0671, -0.0877, -0.0684, -0.1461, -0.1934, -0.1974, -0.1325, -0.1364, -0.1469, -0.1469, -0.0965, -0.1154, -0.0561, -0.0754, -0.0667, -0.0566, -0.0579, -0.0202, -0.0158, 0.0066, -0.0118, -0.0478, 0.0224, -0.0351, -0.0289, -0.0548, -0.0579, -0.0939, -0.0614, -0.0404, -0.0004, 0.0132, 0.0048, -0.0351, -0.0276, 0.0096, -0.0496, -0.0711, -0.0351, -0.1285, -0.1785, -0.1829, -0.1496, -0.1399, -0.1719, -0.1719, -0.1579, -0.1746, -0.1557, -0.1548, -0.1732, -0.2118, -0.2588, -0.2154, -0.3026, -0.261, -0.2895, -0.314, -0.2754, -0.2934, -0.2496, -0.289, -0.3114, -0.2921, -0.2921, -0.3044, -0.3364, -0.3851, -0.4158, -0.4053, 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:2017689975962136805", "ticker_idx": 2, "ts": "2026-01-31T20:02:31+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My general thesis on $BMNR $ASST", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ETH long-term; endorses BMNR and ASST as revenue-backed plays while waiting for ETH to move.", "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": "My general thesis on $BMNR $ASST. It's a fools' errand to try to predict the unpredictable.", "reply_text": null, "parent_text": null, "quoted_text": "@otium33 @BitMNR @fundstrat I'm bullish too. I have a lot of eth.\n\n My thesis is this.\n\n$eth is hella difficult to predict\n$bmnr is way hella difficult to predict.\n\nBuy something with revenue, narrative easier to predict while waiting eth to move up.", "parent_author": null, "ret_m1d": 0.13554633699697716, "ret_signed_m1d": 0.13554633699697716, "alpha_spy_m1d": 0.14049296892492658, "alpha_c_m1d": 0.1464662069843159, "bench_spy_m1d": -0.004946631927949419, "bench_c_m1d": -0.010919869987338737, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.056708139188172524, "ret_signed_p1d": -0.056708139188172524, "alpha_spy_p1d": -0.04825275328699996, "alpha_c_p1d": -0.047453984318540865, "bench_spy_p1d": -0.008455385901172563, "bench_c_p1d": -0.009254154869631659, "ret_p1w": -0.2984093754495081, "ret_signed_p1w": -0.2984093754495081, "alpha_spy_p1w": -0.2963099112831632, "alpha_c_p1w": -0.296743660331801, "bench_spy_p1w": -0.0020994641663448776, "bench_c_p1w": -0.0016657151177070784, "ret_p1m": -0.42392808425099204, "ret_signed_p1m": -0.42392808425099204, "alpha_spy_p1m": -0.40224317999305215, "alpha_c_p1m": -0.3717349413428187, "bench_spy_p1m": -0.021684904257939897, "bench_c_p1m": -0.05219314290817334, "ret_p3m": 0.06224063735518537, "ret_signed_p3m": 0.06224063735518537, "alpha_spy_p3m": 0.025984777667226844, "alpha_c_p3m": 0.09244662556898686, "bench_spy_p3m": 0.036255859687958525, "bench_c_p3m": -0.030205988213801493, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.42392808425099204, "alpha_spy_stated": -0.40224317999305215, "alpha_c_stated": -0.3717349413428187, "price_path": [1.0194, 1.0055, 1.0885, 1.047, 0.8811, 0.7842, 0.5906, 0.4938, 0.4385, 0.5491, 0.4523, 0.3596, 0.4108, 0.5629, 0.5353, 0.5629, 0.5629, 0.5491, 0.4523, 0.4315, 0.4523, 0.3513, 0.2462, 0.3624, 0.4108, 0.3831, 0.2752, 0.1936, 0.0913, 0.1895, 0.1355, 0.1494, 0.2434, 0.1978, 0.1134, 0.1923, 0.1923, 0.1272, 0.0692, 0.0124, 0.0207, 0.0207, 0.1964, 0.4246, 0.4385, 0.4108, 0.397, 0.3084, 0.5214, 0.3416, 0.4246, 0.343, 0.3112, 0.3112, 0.2241, 0.2337, 0.2033, 0.2047, 0.0871, 0.1328, 0.1079, 0.0858, 0.1355, 0.0, -0.0567, -0.1812, -0.3181, -0.176, -0.2984, -0.3651, -0.4405, -0.4675, -0.4239, -0.4239, -0.4343, -0.4433, -0.4385, -0.4364, -0.491, -0.5045, -0.4094, -0.4336, -0.4509, -0.3963, -0.4239, -0.3347, -0.3603, -0.3983, -0.4115, -0.379, -0.3617, -0.3893, -0.3409, -0.249, -0.2324, -0.306, -0.2905, -0.3071, -0.278, -0.3133, -0.2497, -0.2801, -0.3185, -0.352, -0.3071, -0.2974, -0.3257, -0.3257, -0.3001, -0.3593, -0.2911, -0.3333, -0.2649, -0.1992, -0.1404, -0.0643, -0.0332, 0.0795, 0.0802, 0.0588, 0.1521, 0.1203, 0.0927, 0.0851, 0.0567, -0.0035, 0.0622, 0.1279, 0.1311, 0.1418, 0.1259, 0.0692, 0.101, 0.2414, 0.1805, 0.1577, 0.2248, 0.1611, 0.092, 0.1176, 0.1743, 0.2815, 0.2593, 0.2593, 0.2517, 0.2324, 0.231, 0.222, 0.1895, 0.1148, 0.0194, 0.0387, -0.0373, 0.0519, -0.0173, -0.0021, 0.0083, 0.0477, 0.1528, 0.092, 0.0678, 0.027, 0.027, 0.0242, -0.0353, -0.1321, -0.2116, -0.2158, 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:2027403365525655619", "ticker_idx": 0, "ts": "2026-02-27T15:20:04+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'm looking for an exit around $8", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Currently long TE, targeting an exit around $8.", "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": "@user889889 very possible if i'm being real. I'm looking for an exit around $8.", "reply_text": null, "parent_text": "@DeepValueBagger possibility of TE being next EOSE?", "quoted_text": null, "parent_author": "user889889", "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": "reply:1987342905539805623", "ticker_idx": 0, "ts": "2025-11-09T02:14:06+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My defensive is probably tesla & hood", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds TSLA and HOOD as defensive positions; IREN and NBIS as high-conviction aggressive bets.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@KentEkasak agreed. My defensive is probably tesla &amp; hood. Whereas, $iren $nbis are my aggressive high conviction.", "reply_text": null, "parent_text": "In investing, 1 or 2 high-conviction home-run ideas a year can make all the difference — the rest of your portfolio should stay defensive.", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": -0.035285182007056215, "ret_signed_m1d": -0.035285182007056215, "alpha_spy_m1d": -0.0199205668065342, "alpha_c_m1d": -0.02231229049458061, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.012972891512475604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01260026442672324, "ret_signed_p1d": -0.01260026442672324, "alpha_spy_p1d": -0.014889441454577157, "alpha_c_p1d": -0.015069309185964497, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0024690447592412568, "ret_p1w": -0.08155334695016492, "ret_signed_p1w": -0.08155334695016492, "alpha_spy_p1w": -0.05841105682488246, "alpha_c_p1w": -0.038700941173232306, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.04285240577693261, "ret_p1m": -0.00013475632170623086, "ret_signed_p1m": -0.00013475632170623086, "alpha_spy_p1m": -0.0024826348277084964, "alpha_c_p1m": 0.012419625808771872, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.012554382130478103, "ret_p3m": -0.1078544086120119, "ret_signed_p3m": -0.1078544086120119, "alpha_spy_p3m": -0.10518692313498335, "alpha_c_p3m": -0.09331539910520026, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.01453900950681164, "ret_p6m": -0.12546327626341425, "ret_signed_p6m": -0.12546327626341425, "alpha_spy_p6m": -0.1936294195085675, "alpha_c_p6m": -0.11760956067737971, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.007853715586034538, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.00013475632170623086, "alpha_spy_stated": -0.0024826348277084964, "alpha_c_stated": 0.012419625808771872, "price_path": [-0.2377, -0.2463, -0.2576, -0.2472, -0.2604, -0.2725, -0.281, -0.2363, -0.2215, -0.2101, -0.2148, -0.2229, -0.2501, -0.2501, -0.2602, -0.2496, -0.2397, -0.212, -0.222, -0.2207, -0.2189, -0.1716, -0.1107, -0.079, -0.053, -0.0435, -0.0637, -0.043, -0.0248, -0.0435, -0.0055, -0.0491, -0.0108, -0.0045, -0.0011, 0.032, -0.0207, -0.0346, 0.018, -0.0273, -0.0147, -0.0218, -0.0713, -0.021, -0.0359, -0.0226, -0.037, -0.0133, 0.0049, -0.0059, -0.0141, 0.0084, -0.0259, 0.0161, 0.0344, 0.0366, -0.0115, 0.0254, 0.052, -0.0022, 0.0378, 0.0015, -0.0353, 0.0, -0.0126, -0.0329, -0.0971, -0.0918, -0.0816, -0.0988, -0.0926, -0.1123, -0.1216, -0.0617, -0.058, -0.0419, -0.0419, -0.0338, -0.0339, -0.0359, 0.0034, 0.0209, 0.0219, -0.0127, -0.0001, 0.014, 0.0037, 0.0308, 0.0676, 0.1003, 0.0495, 0.0857, 0.0808, 0.0977, 0.0906, 0.0902, 0.0902, 0.0673, 0.0324, 0.0207, 0.0101, 0.0101, -0.0161, 0.0145, -0.0276, -0.031, -0.0212, -0.0005, 0.0084, 0.0044, -0.0135, -0.015, -0.0174, -0.0174, -0.0584, -0.031, 0.0093, 0.0086, -0.0225, -0.0322, -0.0309, -0.0644, -0.0333, -0.0526, -0.0523, -0.0881, -0.1079, -0.0766, -0.0627, -0.045, -0.0381, -0.0632, -0.0624, -0.0624, -0.0777, -0.0762, -0.0753, -0.075, -0.102, -0.0805, -0.0625, -0.0823, -0.096, -0.0941, -0.1186, -0.0882, -0.0891, -0.1089, -0.1046, -0.1033, -0.084, -0.1128, -0.1214, -0.1116, -0.1032, -0.1178, -0.1458, -0.1736, -0.1446, -0.1397, -0.1331, -0.1642, -0.1873, -0.202, -0.165, -0.1437, -0.1901, -0.1901, -0.2076, -0.2214, -0.2291, -0.2237, -0.2162, -0.2085, -0.182, -0.1197, -0.1265, -0.1002, -0.1184, -0.1321, -0.1296, -0.1606, -0.1548, -0.1495, -0.1554, -0.1627, -0.1428, -0.1222, -0.1184, -0.1255]}
{"unit_id": "reply:1987342905539805623", "ticker_idx": 1, "ts": "2025-11-09T02:14:06+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My defensive is probably tesla & hood", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds TSLA and HOOD as defensive positions; IREN and NBIS as high-conviction aggressive bets.", "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": "reply_other", "lang": "en", "tweet_text": "@KentEkasak agreed. My defensive is probably tesla &amp; hood. Whereas, $iren $nbis are my aggressive high conviction.", "reply_text": null, "parent_text": "In investing, 1 or 2 high-conviction home-run ideas a year can make all the difference — the rest of your portfolio should stay defensive.", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": -0.040624110053731455, "ret_signed_m1d": -0.040624110053731455, "alpha_spy_m1d": -0.02525949485320944, "alpha_c_m1d": -0.03703715093316917, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.003586959120562283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029069856234093305, "ret_signed_p1d": -0.029069856234093305, "alpha_spy_p1d": -0.03135903326194722, "alpha_c_p1d": -0.033600644542857494, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.14652636846223577, "ret_signed_p1w": -0.14652636846223577, "alpha_spy_p1w": -0.1233840783369533, "alpha_c_p1w": -0.11783084128537846, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.0012510903947341445, "ret_signed_p1m": -0.0012510903947341445, "alpha_spy_p1m": -0.00359896890073641, "alpha_c_p1m": -0.007103443669678522, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.46511629604475313, "ret_signed_p3m": -0.46511629604475313, "alpha_spy_p3m": -0.4624488105677246, "alpha_c_p3m": -0.4746736235356953, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.4331027670647337, "ret_signed_p6m": -0.4331027670647337, "alpha_spy_p6m": -0.501268910309887, "alpha_c_p6m": -0.4154782075620912, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0012510903947341445, "alpha_spy_stated": -0.00359896890073641, "alpha_c_stated": -0.007103443669678522, "price_path": [-0.2006, -0.1852, -0.1598, -0.1535, -0.2089, -0.2248, -0.2177, -0.1955, -0.2056, -0.1993, -0.2426, -0.2369, -0.2344, -0.2344, -0.2579, -0.258, -0.2426, -0.2549, -0.1369, -0.1279, -0.1356, -0.1334, -0.1534, -0.1549, -0.1361, -0.1269, -0.1102, -0.0817, -0.0809, -0.0712, -0.0668, -0.0974, -0.1038, 0.0062, 0.0537, 0.024, 0.0723, 0.0941, 0.0617, 0.0671, 0.1103, 0.122, 0.0227, 0.0353, -0.0068, -0.0127, -0.0327, -0.0439, -0.0006, -0.0297, -0.0637, -0.0114, 0.0288, 0.0734, 0.0763, 0.0656, 0.0161, 0.0802, 0.0824, 0.0068, 0.0486, -0.0648, -0.0406, 0.0, -0.0291, -0.0213, -0.1056, -0.0985, -0.1465, -0.1588, -0.1304, -0.2184, -0.2103, -0.1539, -0.1495, -0.0565, -0.0565, -0.0544, -0.093, -0.0731, -0.0165, 0.0088, -0.0289, 0.004, -0.0013, -0.0016, -0.092, -0.1205, -0.1518, -0.1213, -0.1478, -0.1378, -0.1069, -0.0994, -0.1151, -0.1136, -0.1136, -0.1306, -0.1358, -0.1504, -0.1676, -0.1676, -0.1521, -0.093, -0.1044, -0.1392, -0.1508, -0.1517, -0.1351, -0.1151, -0.1193, -0.1879, -0.1997, -0.1997, -0.2215, -0.2205, -0.2181, -0.2126, -0.2125, -0.2255, -0.239, -0.2549, -0.2679, -0.3383, -0.3592, -0.4067, -0.4651, -0.3905, -0.363, -0.37, -0.4262, -0.4766, -0.4409, -0.4409, -0.4448, -0.4465, -0.4433, -0.4399, -0.4717, -0.4599, -0.4294, -0.4153, -0.4418, -0.4202, -0.4402, -0.395, -0.4071, -0.4327, -0.416, -0.4221, -0.4209, -0.4398, -0.4599, -0.4458, -0.4307, -0.4488, -0.4542, -0.4783, -0.4665, -0.4916, -0.4661, -0.4823, -0.5141, -0.5205, -0.49, -0.484, -0.4929, -0.4929, -0.4865, -0.4874, -0.4714, -0.484, -0.4908, -0.4725, -0.4179, -0.3574, -0.3608, -0.3321, -0.3283, -0.3639, -0.3492, -0.3852, -0.3766, -0.3822, -0.396, -0.476, -0.4636, -0.4579, -0.4366, -0.4331]}
{"unit_id": "reply:1987342905539805623", "ticker_idx": 2, "ts": "2025-11-09T02:14:06+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$iren $nbis are my aggressive high conviction", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds TSLA and HOOD as defensive positions; IREN and NBIS as high-conviction aggressive bets.", "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": "@KentEkasak agreed. My defensive is probably tesla &amp; hood. Whereas, $iren $nbis are my aggressive high conviction.", "reply_text": null, "parent_text": "In investing, 1 or 2 high-conviction home-run ideas a year can make all the difference — the rest of your portfolio should stay defensive.", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209393157784148, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.003586959120562283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04636857546507356, "ret_signed_p1d": -0.04636857546507356, "alpha_spy_p1d": -0.048657752492927475, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892350196109386, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.2238868251905186, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603947602552986, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841039545922464, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22153894668451635, "alpha_spy_stated": -0.2238868251905186, "alpha_c_stated": -0.22739129995946072, "price_path": [-0.7053, -0.6829, -0.6728, -0.6559, -0.6887, -0.6716, -0.6744, -0.6438, -0.6158, -0.6179, -0.6285, -0.6171, -0.5599, -0.5599, -0.5162, -0.5312, -0.5657, -0.5654, -0.5647, -0.4983, -0.4411, -0.454, -0.4356, -0.3827, -0.3942, -0.3701, -0.3964, -0.3578, -0.3036, -0.3058, -0.2166, -0.2307, -0.3043, -0.2367, -0.22, -0.2176, -0.2185, -0.1614, -0.0402, 0.0251, -0.0013, 0.0612, -0.0066, 0.066, 0.1561, 0.1298, 0.0276, 0.0091, -0.0158, -0.0827, -0.1386, -0.0716, 0.0454, 0.0801, 0.0374, 0.0042, -0.0324, 0.0096, 0.126, 0.1074, 0.2699, 0.1128, 0.0367, 0.0, -0.0464, -0.0743, -0.1915, -0.2294, -0.2121, -0.1881, -0.2383, -0.2775, -0.2977, -0.1941, -0.2111, -0.1948, -0.1948, -0.2054, -0.1941, -0.3166, -0.2694, -0.228, -0.2569, -0.2298, -0.2215, -0.2701, -0.2697, -0.3331, -0.4103, -0.3919, -0.4386, -0.405, -0.3365, -0.3013, -0.3008, -0.3023, -0.3023, -0.3302, -0.345, -0.3635, -0.3723, -0.3723, -0.2903, -0.1983, -0.237, -0.275, -0.2408, -0.235, -0.1635, -0.1193, -0.1212, -0.1376, -0.0391, -0.0391, -0.0982, -0.1112, -0.1315, -0.058, -0.1298, -0.003, 0.046, -0.0055, -0.1069, -0.1178, -0.0961, -0.2531, -0.3387, -0.3048, -0.233, -0.2865, -0.2908, -0.3347, -0.2983, -0.2983, -0.3191, -0.3006, -0.2805, -0.3355, -0.296, -0.2446, -0.2682, -0.2647, -0.3194, -0.3121, -0.3543, -0.2714, -0.3331, -0.3901, -0.3545, -0.3665, -0.3023, -0.3124, -0.309, -0.2531, -0.286, -0.2985, -0.3076, -0.3138, -0.2993, -0.3166, -0.3115, -0.3776, -0.4168, -0.4745, -0.4303, -0.4334, -0.4221, -0.4221, -0.4162, -0.406, -0.3879, -0.3841, -0.3465, -0.2842, -0.2127, -0.1886, -0.2072, -0.2003, -0.1903, -0.2493, -0.1958, -0.1354, -0.1584, -0.1963, -0.2614, -0.2877, -0.2436, -0.2412, -0.1777, -0.0902]}
{"unit_id": "reply:1987342905539805623", "ticker_idx": 3, "ts": "2025-11-09T02:14:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$iren $nbis are my aggressive high conviction", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds TSLA and HOOD as defensive positions; IREN and NBIS as high-conviction aggressive bets.", "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": "@KentEkasak agreed. My defensive is probably tesla &amp; hood. Whereas, $iren $nbis are my aggressive high conviction.", "reply_text": null, "parent_text": "In investing, 1 or 2 high-conviction home-run ideas a year can make all the difference — the rest of your portfolio should stay defensive.", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": 0.012096424447203713, "ret_signed_m1d": 0.012096424447203713, "alpha_spy_m1d": 0.027461039647725727, "alpha_c_m1d": 0.022424830349790703, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.01032840590258699, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07030464704039852, "ret_signed_p1d": -0.07030464704039852, "alpha_spy_p1d": -0.07259382406825243, "alpha_c_p1d": -0.0784260559981218, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.008121408957723286, "ret_p1w": -0.2180081333025613, "ret_signed_p1w": -0.2180081333025613, "alpha_spy_p1w": -0.19486584317727884, "alpha_c_p1w": -0.19946990264470632, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.01853823065785498, "ret_p1m": -0.12314682730283866, "ret_signed_p1m": -0.12314682730283866, "alpha_spy_p1m": -0.12549470580884092, "alpha_c_p1m": -0.15060091785869267, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.027454090555854016, "ret_p3m": -0.32814911508041644, "ret_signed_p3m": -0.32814911508041644, "alpha_spy_p3m": -0.3254816296033879, "alpha_c_p3m": -0.35733536693359735, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.02918625185318091, "ret_p6m": 0.6000000277558699, "ret_signed_p6m": 0.6000000277558699, "alpha_spy_p6m": 0.5318338845107167, "alpha_c_p6m": 0.5726826045089033, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.02731742324696662, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12314682730283866, "alpha_spy_stated": -0.12549470580884092, "alpha_c_stated": -0.15060091785869267, "price_path": [-0.3576, -0.3774, -0.3486, -0.3402, -0.3889, -0.3864, -0.3981, -0.3726, -0.3632, -0.359, -0.3624, -0.3448, -0.3786, -0.3786, -0.4023, -0.4029, -0.4096, -0.4045, -0.4174, -0.1294, -0.1506, -0.1888, -0.1777, -0.1727, -0.1866, -0.1443, -0.144, -0.0968, -0.0305, -0.0196, 0.0298, -0.0183, -0.0205, 0.0025, 0.0211, 0.0515, 0.1448, 0.164, 0.1363, 0.0705, 0.1096, 0.2064, 0.1785, 0.232, 0.1655, 0.1444, 0.1191, 0.0317, -0.0086, -0.0516, -0.103, -0.0345, 0.0665, 0.1408, 0.108, 0.1378, 0.1294, 0.1898, 0.0957, 0.0054, 0.0641, -0.0046, 0.0121, 0.0, -0.0703, -0.1418, -0.1939, -0.2402, -0.218, -0.1765, -0.1353, -0.2302, -0.2427, -0.1642, -0.1916, -0.1388, -0.1388, -0.1372, -0.0891, -0.1228, -0.1003, -0.065, -0.1083, -0.0875, -0.1231, -0.1488, -0.1425, -0.2025, -0.262, -0.2638, -0.3138, -0.2898, -0.1864, -0.1521, -0.1812, -0.1712, -0.1712, -0.2034, -0.2175, -0.2254, -0.2387, -0.2387, -0.1819, -0.1557, -0.0883, -0.125, -0.1151, -0.1093, -0.0238, -0.0411, -0.0725, -0.0552, -0.0111, -0.0111, -0.097, -0.1008, -0.1191, -0.1405, -0.1682, -0.1099, -0.0866, -0.1368, -0.2252, -0.1982, -0.1819, -0.2507, -0.3281, -0.2169, -0.1553, -0.1652, -0.1941, -0.1839, -0.1086, -0.1086, -0.1131, -0.0741, -0.0213, -0.1094, -0.0849, -0.067, -0.0348, -0.0461, -0.1706, -0.1723, -0.2106, -0.1107, -0.1301, -0.1875, -0.1365, -0.123, 0.0186, -0.0174, 0.0273, 0.181, 0.058, 0.0783, 0.1052, 0.0698, 0.0382, 0.0451, 0.0467, -0.0362, -0.083, -0.1609, -0.0563, -0.0728, -0.0103, -0.0103, 0.0236, 0.0678, 0.1369, 0.2399, 0.3185, 0.4057, 0.4729, 0.5168, 0.5038, 0.4292, 0.4476, 0.4238, 0.4201, 0.4286, 0.3384, 0.3184, 0.2325, 0.2841, 0.2572, 0.4051, 0.6045, 0.6]}
{"unit_id": "quote:2012905698116379109", "ticker_idx": 0, "ts": "2026-01-18T15:11:31+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 | 𝐀𝐦𝐚𝐳𝐨𝐧: Bernstein reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟎𝟎", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Bernstein's Outperform reiteration on AMZN with $300 PT, adopting the bullish stance.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMZN | 𝐀𝐦𝐚𝐳𝐨𝐧: Bernstein reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟎𝟎", "reply_text": null, "parent_text": null, "quoted_text": "$AMZN | 𝐀𝐦𝐚𝐳𝐨𝐧: Bernstein reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟎𝟎\n\nAnalyst sees 2026 as strongest bull case since the pandemic, citing AWS reacceleration, retail margin upside, and AI product launches. https://t.co/XOXEKej3CM", "parent_author": null, "ret_m1d": 0.03515149401379869, "ret_signed_m1d": 0.03515149401379869, "alpha_spy_m1d": 0.014371683556546389, "alpha_c_m1d": 0.008455732555763262, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.026695761458035427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001341980773133189, "ret_signed_p1d": 0.001341980773133189, "alpha_spy_p1d": -0.01019912850852811, "alpha_c_p1d": -0.01779832190049424, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.01914030267362743, "ret_p1w": 0.059220747514204586, "ret_signed_p1w": 0.059220747514204586, "alpha_spy_p1w": 0.032788468558513584, "alpha_c_p1w": 0.029251050373028997, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.02996969714117559, "ret_p1m": -0.11346323252756363, "ret_signed_p1m": -0.11346323252756363, "alpha_spy_p1m": -0.1263177784727626, "alpha_c_p1m": -0.09583382869727819, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": -0.01762940383028544, "ret_p3m": 0.08467531410646645, "ret_signed_p3m": 0.08467531410646645, "alpha_spy_p3m": 0.03375963032884011, "alpha_c_p3m": 0.07181537602399612, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.012859938082470324, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11346323252756363, "alpha_spy_stated": -0.1263177784727626, "alpha_c_stated": -0.09583382869727819, "price_path": [-0.0429, -0.0294, -0.0174, -0.0076, -0.003, -0.0352, 0.0572, 0.0996, 0.0793, 0.0831, 0.0521, 0.0581, 0.0753, 0.0784, 0.0571, 0.0285, 0.016, 0.0081, -0.0366, -0.036, -0.06, -0.0446, -0.0204, -0.0058, -0.008, -0.008, 0.0096, 0.0125, 0.0148, 0.006, -0.0082, -0.0064, -0.0178, -0.0133, 0.0034, -0.0031, -0.0208, -0.0366, -0.0365, -0.0421, -0.0184, -0.0158, -0.0111, 0.0049, 0.006, 0.006, 0.0066, 0.0046, 0.0066, -0.0008, -0.0008, -0.0195, 0.0089, 0.043, 0.0457, 0.0662, 0.0709, 0.067, 0.0502, 0.0245, 0.0311, 0.0352, 0.0352, 0.0, 0.0013, 0.0145, 0.0353, 0.0321, 0.0592, 0.052, 0.0465, 0.0359, 0.0518, 0.033, 0.0086, -0.036, -0.0895, -0.0965, -0.1041, -0.1165, -0.1359, -0.1394, -0.1394, -0.1292, -0.1135, -0.1132, -0.0904, -0.1114, -0.0971, -0.0881, -0.0999, -0.0909, -0.0979, -0.0964, -0.0614, -0.0522, -0.077, -0.0758, -0.0722, -0.0794, -0.0929, -0.101, -0.0834, -0.0684, -0.0915, -0.0963, -0.111, -0.0903, -0.1029, -0.0835, -0.1016, -0.1371, -0.1301, -0.0984, -0.0884, -0.0919, -0.0919, -0.0788, -0.0746, -0.0422, 0.0115, 0.0319, 0.0385, 0.078, 0.0758, 0.081, 0.0847, 0.0748, 0.0819, 0.1055, 0.1042, 0.1428, 0.1304, 0.1242, 0.1387, 0.1474, 0.1613, 0.1777, 0.1842, 0.1904, 0.1739, 0.1804, 0.1645, 0.1507, 0.1694, 0.1568, 0.1435, 0.1466, 0.1227, 0.1472, 0.1622, 0.1529, 0.1529, 0.1484, 0.1768, 0.1861, 0.1716, 0.131, 0.1105, 0.0823, 0.0987, 0.0651, 0.0616, 0.0571, 0.0303, 0.0455, 0.0327, 0.065, 0.0649, 0.0281, 0.058, 0.058, 0.0077, 0.0135, 0.0142, -0.0173, 0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2000964205957321149", "ticker_idx": 0, "ts": "2025-12-16T16:20:17+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It won't touch it because the counter algo will push higher before it does", "tweet_type": "prediction", "timeline": "days", "summary": "Expects NBIS to be pushed higher by counter algos before touching the 200-day MA.", "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": "@Raymond1103SD It won't touch it because the counter algo will push higher before it does...", "reply_text": null, "parent_text": "Nebius $NBIS compared to 200 day MA\nMight have to go down a little more before we trend back up.. https://t.co/pYf4frhIRy", "quoted_text": null, "parent_author": "Raymond1103SD", "ret_m1d": 0.002347158104622604, "ret_signed_m1d": 0.002347158104622604, "alpha_spy_m1d": -0.00039261287615977025, "alpha_c_m1d": 0.003033059986401354, "bench_spy_m1d": 0.0027397709807823745, "bench_c_m1d": -0.0006859018817787499, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06794317736066857, "ret_signed_p1d": -0.06794317736066857, "alpha_spy_p1d": -0.056939583377268344, "alpha_c_p1d": -0.060742098555076285, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.007201078805592287, "ret_p1w": 0.11216803178955348, "ret_signed_p1w": 0.11216803178955348, "alpha_spy_p1w": 0.0957837063653526, "alpha_c_p1w": 0.10256639539252288, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.0096016363970306, "ret_p1m": 0.2597900827857669, "ret_signed_p1m": 0.2597900827857669, "alpha_spy_p1m": 0.23986009139950593, "alpha_c_p1m": 0.2566387487287156, "bench_spy_p1m": 0.019929991386260948, "bench_c_p1m": 0.0031513340570512582, "ret_p3m": 0.3953057591893445, "ret_signed_p3m": 0.3953057591893445, "alpha_spy_p3m": 0.41684599945664425, "alpha_c_p3m": 0.4109893053251721, "bench_spy_p3m": -0.021540240267299726, "bench_c_p3m": -0.015683546135827564, "ret_p6m": 1.6150711602466967, "ret_signed_p6m": 1.6150711602466967, "alpha_spy_p6m": 1.5404021346979222, "alpha_c_p6m": 1.657293426906579, "bench_spy_p6m": 0.07466902554877453, "bench_c_p6m": -0.04222226665988227, "ret_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": 0.11216803178955348, "alpha_spy_stated": 0.0957837063653526, "alpha_c_stated": 0.10256639539252288, "price_path": [0.1627, 0.2268, 0.3169, 0.3317, 0.3988, 0.3334, 0.3305, 0.3616, 0.3869, 0.4282, 0.5549, 0.581, 0.5434, 0.454, 0.5071, 0.6385, 0.6007, 0.6734, 0.5831, 0.5544, 0.52, 0.4014, 0.3465, 0.2882, 0.2183, 0.3114, 0.4485, 0.5495, 0.505, 0.5454, 0.534, 0.6161, 0.4882, 0.3655, 0.4453, 0.3519, 0.3747, 0.3582, 0.2628, 0.1657, 0.0949, 0.032, 0.0621, 0.1185, 0.1744, 0.0456, 0.0285, 0.1353, 0.098, 0.1697, 0.1697, 0.172, 0.2372, 0.1915, 0.222, 0.2699, 0.2111, 0.2394, 0.191, 0.1561, 0.1647, 0.0833, 0.0023, 0.0, -0.0679, -0.0353, 0.1051, 0.1517, 0.1122, 0.1258, 0.1258, 0.082, 0.0629, 0.0521, 0.034, 0.034, 0.1112, 0.1468, 0.2383, 0.1885, 0.202, 0.2098, 0.3259, 0.3024, 0.2598, 0.2833, 0.3432, 0.3432, 0.2266, 0.2214, 0.1964, 0.1674, 0.1298, 0.209, 0.2406, 0.1725, 0.0524, 0.0891, 0.1112, 0.0178, -0.0875, 0.0636, 0.1474, 0.1339, 0.0946, 0.1085, 0.2107, 0.2107, 0.2047, 0.2576, 0.3293, 0.2096, 0.2429, 0.2672, 0.3109, 0.2956, 0.1265, 0.1243, 0.0723, 0.2079, 0.1816, 0.1035, 0.1728, 0.1912, 0.3835, 0.3347, 0.3953, 0.6041, 0.4371, 0.4646, 0.5012, 0.453, 0.4101, 0.4195, 0.4217, 0.3091, 0.2455, 0.1397, 0.2818, 0.2594, 0.3443, 0.3443, 0.3902, 0.4503, 0.5442, 0.6841, 0.7909, 0.9093, 1.0005, 1.0602, 1.0425, 0.9412, 0.9662, 0.9339, 0.9288, 0.9405, 0.8179, 0.7907, 0.674, 0.7442, 0.7076, 0.9085, 1.1794, 1.1732, 1.41, 1.2825, 1.1872, 1.299, 1.2126, 1.5605, 1.7319, 1.717, 1.4689, 1.4426, 1.3696, 1.7169, 1.6531, 1.6531, 1.5702, 1.5741, 1.796, 1.8547, 2.2676, 2.219, 2.1091, 2.2078, 1.8142, 1.693, 1.7192, 1.6151]}
{"unit_id": "quote:2027144780493312432", "ticker_idx": 0, "ts": "2026-02-26T22:12:32+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is what I own $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses holding RKLB as a live long position.", "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": "This is what I own $rklb", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: $RKLB announced the introduction of advanced silicon solar arrays designed to power gigawatt-scale space-based data centers spanning kilometers in orbit. 🔥\n\nTerrestrial-based data centers are power-constrained, land-intensive, and consume significant volumes of water https://t.co/4ODgeUBiPO", "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": "thread:1987682352240173089", "ticker_idx": 0, "ts": "2025-11-10T00:42:56+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at 132 P/S, I will stay away", "tweet_type": "analysis", "timeline": "unspecified", "summary": "In neo-defense: long AIRO (deep value), AVAV (near-monopoly), KTOS (steady growth), KKRNF (undervalued); avoid ONDS at 132 P/S overvaluation.", "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": "Thanks for throwing a bunch tickers at me for the neo-defense. I wasn't aware of a lot of them which help me round out the whole sector. \n\nA lot talk about $ONDS. I'm evaluating for a new position. If you bought at $2, the risk model is definitely better. But at 132 P/S, I will stay away. If the company delivers in Q1 WASP, and land more deals, it will definitely derisk but the price could keep going up.\n\nI think the only 4 viable plays right now are $AIRO, deep value with proven US military missions, $AVAV fast becoming a monopoly on $821M TTM, proven in the battlefield, and $KTOS - steady growth/not crazy value and $KKRNF still undervalued 7.4 P/S. \n\nThe rest I didn't mention either overvalued, pre-profit, unproven, or too small/low momentum.\n\n$RKLB $KTOS $ONDS $AIRO $RCAT $UMAC $DPRO $KRKNF $AVAV\n\n---\n\ni mixed up the KRKNF for KKRNF (difficult ticker)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011904790867173776, "ret_signed_m1d": 0.011904790867173776, "alpha_spy_m1d": -0.003459824333348238, "alpha_c_m1d": -0.003459824333348238, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.015364615200522014, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01360542893691108, "ret_signed_p1d": 0.01360542893691108, "alpha_spy_p1d": 0.015894605964764996, "alpha_c_p1d": 0.015894605964764996, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.002289177027853917, "ret_p1w": 0.06377550896283535, "ret_signed_p1w": -0.06377550896283535, "alpha_spy_p1w": -0.08691779908811781, "alpha_c_p1w": -0.08691779908811781, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.02314229012528246, "ret_p1m": 0.5697277827542924, "ret_signed_p1m": -0.5697277827542924, "alpha_spy_p1m": -0.5673799042482901, "alpha_c_p1m": -0.5673799042482901, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.0023478785060022656, "ret_p3m": 0.44217676482862167, "ret_signed_p3m": -0.44217676482862167, "alpha_spy_p3m": -0.4448442503056502, "alpha_c_p3m": -0.4448442503056502, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": -0.0026674854770285528, "ret_p6m": 0.5867346500201844, "ret_signed_p6m": -0.5867346500201844, "alpha_spy_p6m": -0.5185685067750312, "alpha_c_p6m": -0.5185685067750312, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.06816614324515324, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.5697277827542924, "alpha_spy_stated": -0.5673799042482901, "alpha_c_stated": -0.5673799042482901, "price_path": [-0.4014, -0.3316, -0.3435, -0.318, -0.3895, -0.3861, -0.3537, -0.2364, -0.1752, -0.1548, -0.1378, -0.0306, -0.0034, -0.0034, -0.0714, -0.1446, -0.0935, -0.0425, 0.0306, -0.0731, -0.0544, 0.0918, 0.1156, 0.085, 0.0357, 0.0374, 0.1224, 0.1429, 0.2347, 0.3401, 0.25, 0.318, 0.3027, 0.3384, 0.3129, 0.2432, 0.5663, 0.6854, 0.8129, 0.8861, 0.915, 0.784, 0.568, 0.8384, 0.7704, 0.6173, 0.3946, 0.2942, 0.3214, 0.2228, 0.1463, 0.2007, 0.2687, 0.2806, 0.1548, 0.148, 0.0697, 0.0952, 0.0459, 0.0136, 0.0204, -0.1071, -0.0119, 0.0, -0.0136, -0.0629, 0.1156, 0.2211, 0.0638, 0.3333, 0.2755, 0.0663, 0.1454, 0.483, 0.4354, 0.4014, 0.4014, 0.3435, 0.2891, 0.3724, 0.517, 0.5629, 0.5425, 0.534, 0.5697, 0.4158, 0.534, 0.4881, 0.3078, 0.3759, 0.2534, 0.3265, 0.568, 0.5765, 0.5238, 0.5527, 0.5527, 0.4422, 0.4388, 0.5289, 0.6599, 0.6599, 0.8741, 1.131, 1.1837, 1.0714, 1.3827, 1.3282, 1.2432, 1.3622, 1.3061, 1.1803, 1.068, 1.068, 1.233, 1.1344, 1.1463, 1.0697, 0.898, 1.085, 1.0867, 0.9167, 0.7619, 0.8095, 0.9354, 0.6463, 0.4422, 0.648, 0.7585, 0.6463, 0.5697, 0.5255, 0.5833, 0.5833, 0.7092, 0.8827, 0.9371, 0.7058, 0.733, 0.7687, 0.7517, 0.7772, 0.7143, 0.8146, 0.7041, 0.7874, 0.784, 0.6718, 0.6531, 0.7024, 0.6718, 0.7568, 0.7279, 0.7908, 0.9184, 0.8418, 0.8282, 0.7109, 0.8537, 0.8163, 0.7534, 0.6054, 0.4966, 0.3861, 0.5374, 0.4983, 0.6327, 0.6327, 0.619, 0.6207, 0.6071, 0.5544, 0.5527, 0.6105, 0.5986, 0.7058, 0.7347, 0.7007, 0.8248, 0.8486, 0.881, 0.7925, 0.7942, 0.8622, 0.7823, 0.6139, 0.7075, 0.7551, 0.6548, 0.5867]}
{"unit_id": "thread:1987682352240173089", "ticker_idx": 1, "ts": "2025-11-10T00:42:56+00:00", "symbol": "AIRO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AIRO, deep value with proven US military missions", "tweet_type": "analysis", "timeline": "unspecified", "summary": "In neo-defense: long AIRO (deep value), AVAV (near-monopoly), KTOS (steady growth), KKRNF (undervalued); avoid ONDS at 132 P/S overvaluation.", "resolved_tickers": ["AIRO"], "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": "Thanks for throwing a bunch tickers at me for the neo-defense. I wasn't aware of a lot of them which help me round out the whole sector. \n\nA lot talk about $ONDS. I'm evaluating for a new position. If you bought at $2, the risk model is definitely better. But at 132 P/S, I will stay away. If the company delivers in Q1 WASP, and land more deals, it will definitely derisk but the price could keep going up.\n\nI think the only 4 viable plays right now are $AIRO, deep value with proven US military missions, $AVAV fast becoming a monopoly on $821M TTM, proven in the battlefield, and $KTOS - steady growth/not crazy value and $KKRNF still undervalued 7.4 P/S. \n\nThe rest I didn't mention either overvalued, pre-profit, unproven, or too small/low momentum.\n\n$RKLB $KTOS $ONDS $AIRO $RCAT $UMAC $DPRO $KRKNF $AVAV\n\n---\n\ni mixed up the KRKNF for KKRNF (difficult ticker)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02391303761920327, "ret_signed_m1d": -0.02391303761920327, "alpha_spy_m1d": -0.008548422418681256, "alpha_c_m1d": -0.01827115605639351, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012318845937993594, "ret_signed_p1d": -0.012318845937993594, "alpha_spy_p1d": -0.014608022965847511, "alpha_c_p1d": -0.012578271474629532, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.25144929123685955, "ret_signed_p1w": -0.25144929123685955, "alpha_spy_p1w": -0.2283070011115771, "alpha_c_p1w": -0.22758433785010856, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": -0.3043478080590869, "ret_signed_p1m": -0.3043478080590869, "alpha_spy_p1m": -0.30669568656508917, "alpha_c_p1m": -0.2982517571266372, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": -0.38550728804122136, "ret_signed_p3m": -0.38550728804122136, "alpha_spy_p3m": -0.3828398025641928, "alpha_c_p3m": -0.481140783940571, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": -0.48188405822140157, "ret_signed_p6m": -0.48188405822140157, "alpha_spy_p6m": -0.5500502014665548, "alpha_c_p6m": -0.6069595077317921, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3043478080590869, "alpha_spy_stated": -0.30669568656508917, "alpha_c_stated": -0.2982517571266372, "price_path": [0.5754, 0.6623, 0.6022, 0.7442, 0.6609, 0.5971, 0.6877, 0.771, 0.6837, 0.7051, 0.7457, 0.8688, 0.7065, 0.7065, 0.4891, 0.4797, 0.5072, 0.5174, 0.4855, 0.3877, 0.4072, 0.4391, 0.4594, 0.4638, 0.437, 0.3848, 0.4413, 0.4152, 0.4601, 0.4246, 0.4007, 0.3696, 0.3826, 0.3783, 0.3913, 0.4152, 0.4333, 0.4065, 0.4254, 0.4482, 0.437, 0.3826, 0.3152, 0.3442, 0.4551, 0.4138, 0.3623, 0.2681, 0.3239, 0.3029, 0.2391, 0.25, 0.2667, 0.2558, 0.2188, 0.2174, 0.1848, 0.1855, 0.1797, 0.0341, 0.0286, -0.0493, -0.0239, 0.0, -0.0123, -0.0312, -0.0761, -0.2681, -0.2514, -0.2855, -0.3572, -0.4304, -0.421, -0.4297, -0.4319, -0.4029, -0.4029, -0.3732, -0.4065, -0.4, -0.3659, -0.3051, -0.313, -0.2964, -0.3043, -0.2953, -0.2971, -0.3841, -0.4232, -0.4428, -0.463, -0.4623, -0.4181, -0.3406, -0.3333, -0.3225, -0.3225, -0.3667, -0.3986, -0.4094, -0.4072, -0.4072, -0.3304, -0.2667, -0.192, -0.2217, -0.1341, -0.0949, -0.0957, -0.0667, -0.0413, -0.0435, -0.0312, -0.0312, -0.0775, -0.1181, -0.092, -0.1167, -0.1703, -0.1522, -0.1775, -0.2087, -0.2543, -0.2717, -0.2616, -0.308, -0.3855, -0.3014, -0.2681, -0.3094, -0.3326, -0.3399, -0.3333, -0.3333, -0.337, -0.3217, -0.2601, -0.3254, -0.3007, -0.2703, -0.2826, -0.263, -0.2899, -0.2246, -0.271, -0.2696, -0.258, -0.2696, -0.2355, -0.2225, -0.2391, -0.263, -0.2906, -0.2703, -0.2304, -0.2768, -0.2783, -0.3348, -0.2935, -0.3116, -0.3174, -0.3435, -0.3783, -0.379, -0.4489, -0.4043, -0.3688, -0.3688, -0.3659, -0.3667, -0.3609, -0.4145, -0.429, -0.4304, -0.4145, -0.3942, -0.3732, -0.4152, -0.3775, -0.3913, -0.3696, -0.4022, -0.4254, -0.4043, -0.4232, -0.4565, -0.4464, -0.4623, -0.4754, -0.4819]}
{"unit_id": "thread:1987682352240173089", "ticker_idx": 2, "ts": "2025-11-10T00:42:56+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 fast becoming a monopoly on $821M TTM, proven in the battlefield", "tweet_type": "analysis", "timeline": "unspecified", "summary": "In neo-defense: long AIRO (deep value), AVAV (near-monopoly), KTOS (steady growth), KKRNF (undervalued); avoid ONDS at 132 P/S overvaluation.", "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": "self_thread", "lang": "en", "tweet_text": "Thanks for throwing a bunch tickers at me for the neo-defense. I wasn't aware of a lot of them which help me round out the whole sector. \n\nA lot talk about $ONDS. I'm evaluating for a new position. If you bought at $2, the risk model is definitely better. But at 132 P/S, I will stay away. If the company delivers in Q1 WASP, and land more deals, it will definitely derisk but the price could keep going up.\n\nI think the only 4 viable plays right now are $AIRO, deep value with proven US military missions, $AVAV fast becoming a monopoly on $821M TTM, proven in the battlefield, and $KTOS - steady growth/not crazy value and $KKRNF still undervalued 7.4 P/S. \n\nThe rest I didn't mention either overvalued, pre-profit, unproven, or too small/low momentum.\n\n$RKLB $KTOS $ONDS $AIRO $RCAT $UMAC $DPRO $KRKNF $AVAV\n\n---\n\ni mixed up the KRKNF for KKRNF (difficult ticker)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01263965400431366, "ret_signed_m1d": -0.01263965400431366, "alpha_spy_m1d": 0.002724961196208353, "alpha_c_m1d": -0.006997772441503902, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01731212407173066, "ret_signed_p1d": -0.01731212407173066, "alpha_spy_p1d": -0.019601301099584578, "alpha_c_p1d": -0.0175715496083666, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.15038785212625816, "ret_signed_p1w": -0.15038785212625816, "alpha_spy_p1w": -0.1272455620009757, "alpha_c_p1w": -0.12652289873950717, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": -0.15709702116550883, "ret_signed_p1m": -0.15709702116550883, "alpha_spy_p1m": -0.1594448996715111, "alpha_c_p1m": -0.15100097023305914, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": -0.2905022663097706, "ret_signed_p3m": -0.2905022663097706, "alpha_spy_p3m": -0.28783478083274205, "alpha_c_p3m": -0.38613576220912027, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": -0.5007338039379714, "ret_signed_p6m": -0.5007338039379714, "alpha_spy_p6m": -0.5688999471831246, "alpha_c_p6m": -0.6258092534483619, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15709702116550883, "alpha_spy_stated": -0.1594448996715111, "alpha_c_stated": -0.15100097023305914, "price_path": [-0.2368, -0.252, -0.2612, -0.2598, -0.2956, -0.3044, -0.2959, -0.2816, -0.2777, -0.2635, -0.2588, -0.2544, -0.2771, -0.2771, -0.2811, -0.2865, -0.3208, -0.3229, -0.2904, -0.3081, -0.26, -0.2757, -0.2722, -0.2481, -0.2037, -0.1851, -0.1511, -0.1657, -0.1371, -0.1056, -0.0969, -0.0961, -0.0979, -0.0754, -0.0568, 0.0366, 0.0791, 0.1221, 0.1738, 0.1835, 0.2206, 0.1929, 0.175, 0.2275, 0.203, 0.1522, 0.1205, 0.0501, 0.0904, 0.1297, 0.0638, 0.0911, 0.1338, 0.1386, 0.138, 0.1401, 0.0957, 0.1079, 0.1019, 0.0935, 0.0504, -0.0169, -0.0126, 0.0, -0.0173, -0.0316, -0.115, -0.1278, -0.1504, -0.1585, -0.1601, -0.1794, -0.1837, -0.1704, -0.1659, -0.1638, -0.1638, -0.163, -0.2278, -0.2064, -0.186, -0.139, -0.1662, -0.154, -0.1571, -0.2654, -0.252, -0.2842, -0.2952, -0.2972, -0.3138, -0.309, -0.2721, -0.2351, -0.2178, -0.2192, -0.2192, -0.2362, -0.2538, -0.2692, -0.2755, -0.2755, -0.2327, -0.1092, -0.0504, -0.0461, 0.0332, 0.0932, 0.1103, 0.0898, 0.1436, 0.1339, 0.1767, 0.1767, -0.0089, -0.0427, -0.0651, -0.0782, -0.0934, -0.0728, -0.0807, -0.1218, -0.1662, -0.1913, -0.1451, -0.2293, -0.2905, -0.2296, -0.1783, -0.2115, -0.2709, -0.2958, -0.2696, -0.2696, -0.2123, -0.2049, -0.1563, -0.2074, -0.2173, -0.2145, -0.2356, -0.2224, -0.2445, -0.376, -0.3162, -0.3217, -0.3394, -0.3117, -0.3192, -0.3364, -0.3778, -0.3654, -0.3798, -0.3654, -0.3335, -0.3535, -0.367, -0.4078, -0.3822, -0.4124, -0.4039, -0.4132, -0.4476, -0.4699, -0.4517, -0.4504, -0.4478, -0.4478, -0.4331, -0.4404, -0.4401, -0.4678, -0.4617, -0.4178, -0.4174, -0.4057, -0.395, -0.4267, -0.4093, -0.3708, -0.3707, -0.3952, -0.4121, -0.4137, -0.4239, -0.4504, -0.4159, -0.446, -0.4601, -0.5007]}
{"unit_id": "thread:1987682352240173089", "ticker_idx": 3, "ts": "2025-11-10T00:42:56+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 - steady growth/not crazy value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "In neo-defense: long AIRO (deep value), AVAV (near-monopoly), KTOS (steady growth), KKRNF (undervalued); avoid ONDS at 132 P/S overvaluation.", "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": "self_thread", "lang": "en", "tweet_text": "Thanks for throwing a bunch tickers at me for the neo-defense. I wasn't aware of a lot of them which help me round out the whole sector. \n\nA lot talk about $ONDS. I'm evaluating for a new position. If you bought at $2, the risk model is definitely better. But at 132 P/S, I will stay away. If the company delivers in Q1 WASP, and land more deals, it will definitely derisk but the price could keep going up.\n\nI think the only 4 viable plays right now are $AIRO, deep value with proven US military missions, $AVAV fast becoming a monopoly on $821M TTM, proven in the battlefield, and $KTOS - steady growth/not crazy value and $KKRNF still undervalued 7.4 P/S. \n\nThe rest I didn't mention either overvalued, pre-profit, unproven, or too small/low momentum.\n\n$RKLB $KTOS $ONDS $AIRO $RCAT $UMAC $DPRO $KRKNF $AVAV\n\n---\n\ni mixed up the KRKNF for KKRNF (difficult ticker)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01641832592507375, "ret_signed_m1d": -0.01641832592507375, "alpha_spy_m1d": -0.0010537107245517374, "alpha_c_m1d": -0.010776444362263993, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.0056418815628097585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032710330352396455, "ret_signed_p1d": -0.032710330352396455, "alpha_spy_p1d": -0.03499950738025037, "alpha_c_p1d": -0.03296975588903239, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.0002594255366359377, "ret_p1w": -0.11290733022164268, "ret_signed_p1w": -0.11290733022164268, "alpha_spy_p1w": -0.08976504009636022, "alpha_c_p1w": -0.08904237683489169, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.023864953386750987, "ret_p1m": -0.027153340712204654, "ret_signed_p1m": -0.027153340712204654, "alpha_spy_p1m": -0.02950121921820692, "alpha_c_p1m": -0.021057289779754962, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": -0.0060960509324496925, "ret_p3m": 0.07666076877278627, "ret_signed_p3m": 0.07666076877278627, "alpha_spy_p3m": 0.07932825424981482, "alpha_c_p3m": -0.018972727126563393, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.09563349589934966, "ret_p6m": -0.25094719443422275, "ret_signed_p6m": -0.25094719443422275, "alpha_spy_p6m": -0.319113337679376, "alpha_c_p6m": -0.37602264394461327, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": 0.1250754495103905, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027153340712204654, "alpha_spy_stated": -0.02950121921820692, "alpha_c_stated": -0.021057289779754962, "price_path": [-0.1317, -0.1271, -0.1349, -0.1319, -0.1915, -0.1883, -0.1819, -0.1575, -0.1551, -0.1406, -0.1422, -0.1348, -0.1685, -0.1685, -0.1653, -0.1854, -0.1969, -0.1815, -0.1899, -0.1846, -0.1708, -0.1454, -0.126, -0.1066, -0.0357, -0.0434, 0.0186, 0.0201, 0.0194, 0.0596, 0.0253, 0.0634, 0.0897, 0.1124, 0.154, 0.174, 0.2002, 0.2148, 0.2661, 0.3095, 0.3346, 0.2446, 0.1951, 0.216, 0.2036, 0.144, 0.1192, 0.0498, 0.0943, 0.1445, 0.0647, 0.1281, 0.1516, 0.1452, 0.1339, 0.1519, 0.1152, 0.1442, 0.1505, 0.1394, -0.0224, -0.0855, -0.0164, 0.0, -0.0327, -0.0313, -0.0946, -0.085, -0.1129, -0.1114, -0.1075, -0.1499, -0.1268, -0.064, -0.0522, -0.0431, -0.0431, -0.0389, -0.0754, -0.1038, -0.0808, -0.0189, -0.0338, -0.0272, -0.0272, -0.0287, -0.0051, -0.0407, -0.0621, -0.0764, -0.1188, -0.0983, -0.0479, 0.0297, 0.0394, 0.01, 0.01, -0.0187, -0.0216, -0.0404, -0.0413, -0.0413, 0.0014, 0.1358, 0.161, 0.1548, 0.314, 0.436, 0.4885, 0.512, 0.5345, 0.5731, 0.6509, 0.6509, 0.6252, 0.523, 0.4379, 0.3942, 0.4059, 0.491, 0.423, 0.366, 0.301, 0.2144, 0.3055, 0.1534, 0.0767, 0.1923, 0.2479, 0.1806, 0.1086, 0.0994, 0.1248, 0.1248, 0.1615, 0.2277, 0.3346, 0.2134, 0.1911, 0.1452, 0.1143, 0.1637, 0.0884, 0.1457, 0.1234, 0.1257, 0.0803, 0.0988, 0.1678, 0.1235, 0.123, 0.1298, 0.1055, 0.1307, 0.2037, 0.175, 0.1718, 0.0687, 0.057, -0.0213, 0.0101, -0.0419, -0.0914, -0.1755, -0.1095, -0.145, -0.1499, -0.1499, -0.0643, -0.0912, -0.0596, -0.137, -0.1116, -0.0711, -0.0697, -0.0571, -0.0602, -0.1034, -0.1181, -0.1343, -0.1335, -0.1725, -0.2263, -0.2023, -0.2213, -0.2478, -0.2037, -0.2163, -0.2179, -0.2509]}
{"unit_id": "reply:2016304648076849178", "ticker_idx": 0, "ts": "2026-01-28T00:17:43+00:00", "symbol": "SUUN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$suun is undercapitalized, chasing hype to pivot to owning solar farms. Highly doubt it will work.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SUUN: undercapitalized company chasing hype with solar farm pivot unlikely to succeed.", "resolved_tickers": ["SUUN"], "resolution_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 - Renewable", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@spacanpanman $suun is undercapitalized, chasing hype to pivot to owning solar farms. Highly doubt it will work.", "reply_text": null, "parent_text": "$TE $SUUN: ☀️ Etch these words into your brain: “Behind-The-Meter Projects”\n\nSolar power solves this", "quoted_text": null, "parent_author": "spacanpanman", "ret_m1d": 0.03389834047197171, "ret_signed_m1d": -0.03389834047197171, "alpha_spy_m1d": -0.033797665757268947, "alpha_c_m1d": -0.033797665757268947, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.00010067471470276423, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": -0.001984377154833794, "alpha_c_p1d": -0.001984377154833794, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.001984377154833794, "ret_p1w": -0.11299431109018176, "ret_signed_p1w": 0.11299431109018176, "alpha_spy_p1w": 0.09972183669539691, "alpha_c_p1w": 0.09972183669539691, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.01327247439478485, "ret_p1m": -0.5325423516261898, "ret_signed_p1m": 0.5325423516261898, "alpha_spy_p1m": 0.523741916880831, "alpha_c_p1m": 0.523741916880831, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.008800434745358743, "ret_p3m": -0.6244632887917134, "ret_signed_p3m": 0.6244632887917134, "alpha_spy_p3m": 0.6556720091807962, "alpha_c_p3m": 0.6556720091807962, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.031208720389082734, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5325423516261898, "alpha_spy_stated": 0.523741916880831, "alpha_c_stated": 0.523741916880831, "price_path": [-0.0904, -0.1017, -0.1073, -0.0734, -0.0395, -0.113, -0.0847, -0.096, -0.0944, -0.1017, -0.0678, -0.113, -0.0282, -0.0847, -0.0734, -0.0226, -0.0791, -0.1186, -0.0791, -0.0791, -0.0904, -0.1073, -0.1441, -0.0791, -0.0565, -0.1017, -0.1017, -0.0847, -0.0734, -0.1017, -0.113, -0.1186, -0.1864, -0.1808, -0.2034, -0.0791, -0.0395, 0.0847, 0.1299, 0.1299, 0.0791, -0.0169, -0.0678, 0.0226, 0.0226, 0.096, -0.0565, -0.0508, -0.1412, -0.1243, -0.1469, -0.1017, -0.1525, -0.1525, -0.0791, -0.0904, -0.0904, -0.1412, -0.1412, 0.0452, 0.0, -0.096, 0.0339, 0.0, 0.0, -0.0565, -0.1243, -0.0282, -0.113, -0.1949, -0.1638, -0.209, -0.2373, -0.2542, -0.3107, -0.3616, -0.3616, -0.4068, -0.3898, -0.452, -0.5011, -0.5525, -0.5685, -0.548, -0.5325, -0.5608, -0.5232, -0.5706, -0.5469, -0.5842, -0.6045, -0.5989, -0.5989, -0.5988, -0.6184, -0.6097, -0.6136, -0.6062, -0.624, -0.635, -0.6665, -0.6379, -0.6637, -0.6388, -0.661, -0.6892, -0.7161, -0.6975, -0.682, -0.6548, -0.6548, -0.6537, -0.665, -0.6582, -0.678, -0.6667, -0.6285, -0.6497, -0.596, -0.6096, -0.6293, -0.65, -0.6457, -0.6435, -0.6341, -0.6159, -0.6245, -0.6384, -0.6729, -0.6831, -0.6526, -0.6667, -0.6446, -0.6181, -0.6384, -0.6172, -0.6325, -0.6567, -0.6356, -0.6215, -0.6182, -0.6548, -0.6469, -0.5995, -0.6299, -0.5959, -0.5959, -0.5573, -0.4124, -0.4124, -0.5093, -0.1356, -0.1864, -0.3672, -0.4124, -0.4794, -0.4803, -0.5141, -0.5424, -0.474, -0.4901, -0.4663, -0.5013, -0.5056, -0.5254, -0.5254, -0.5393, -0.5565, -0.5794, -0.5875, -0.5994, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049513569960566890", "ticker_idx": 0, "ts": "2026-04-29T15:38:07+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I drew an estimate that $INTC reaches $100 by EOY", "tweet_type": "prediction", "timeline": "months", "summary": "Estimates INTC reaches $100 by end of year.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I drew an estimate that $INTC reaches $100 by EOY. \n\nI don't bet on getting lucky, but i do improve my odds and ready to be lucky. This is so important to understand. https://t.co/YOlkEwOaJf", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10796837316024899, "ret_signed_m1d": -0.10796837316024899, "alpha_spy_m1d": -0.10812290636205568, "alpha_c_m1d": -0.09121430906209327, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0028495687922576174, "ret_signed_p1d": -0.0028495687922576174, "alpha_spy_p1d": -0.012799202319822456, "alpha_c_p1d": -0.01714160378234353, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.19271770064623195, "ret_signed_p1w": 0.19271770064623195, "alpha_spy_p1w": 0.16144927888255656, "alpha_c_p1w": 0.09227327824721598, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.27588389857148754, "ret_signed_p1m": 0.27588389857148754, "alpha_spy_p1m": 0.21542693262838664, "alpha_c_p1m": 0.07521527049970089, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27588389857148754, "alpha_spy_stated": 0.21542693262838664, "alpha_c_stated": 0.07521527049970089, "price_path": [-0.5096, -0.4849, -0.4802, -0.4871, -0.4909, -0.4661, -0.4698, -0.5026, -0.4903, -0.5094, -0.5062, -0.5062, -0.5126, -0.5202, -0.5291, -0.5345, -0.5395, -0.5132, -0.5052, -0.5202, -0.5186, -0.5198, -0.5451, -0.5189, -0.515, -0.5417, -0.5189, -0.5063, -0.4936, -0.5224, -0.5169, -0.517, -0.535, -0.5247, -0.5126, -0.537, -0.5355, -0.535, -0.5021, -0.5346, -0.5448, -0.5653, -0.5342, -0.4931, -0.4683, -0.4683, -0.4641, -0.4416, -0.3778, -0.3486, -0.3416, -0.3121, -0.3265, -0.3146, -0.277, -0.277, -0.3066, -0.3007, -0.3111, -0.2952, -0.1289, -0.103, -0.108, 0.0, -0.0028, 0.0514, 0.0109, 0.1414, 0.1927, 0.1569, 0.3184, 0.3661, 0.2729, 0.2696, 0.2235, 0.148, 0.1416, 0.1694, 0.2555, 0.2507, 0.2648, 0.2648, 0.3036, 0.2852, 0.2759, 0.2103, 0.1539, 0.1391, 0.1896, 0.1797, 0.0466, 0.1638, 0.139, 0.1297, 0.2344, 0.3147, 0.3494, 0.2354, 0.2781, 0.4141, 0.4141, 0.4875, 0.3961, 0.3894, 0.4023, 0.3543, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1995886563377442960", "ticker_idx": 0, "ts": "2025-12-02T16:03:33+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding core long positions in TSLA, RKLB, HOOD, IREN, NBIS with unchanged conviction into 2026.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Many people probably notice I'm less active on X.\n\nDecember is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). \n\nLately I'm also less interested in X discussions. Too many \"are you going to buy the dip\" or \"I bought the dip\"  - seriously I'm going to ban those phrases. Also, a lot posts repeat the same arguments, and misses the risks, which are categorized as \"bearish\" or haters. \n\nMy conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed. I need to trim out as the new year tax resets. My portfolio is complicated with 5 different brokerages, with tax implications and family accounts. My strategy works me, and I need to keep that in focus. If I got banger posts, I'll keep posting, but I'll be doing my own thing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0020967860277210093, "ret_signed_m1d": 0.0020967860277210093, "alpha_spy_m1d": 0.003945638312595423, "alpha_c_m1d": 0.0014200341743304534, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": 0.0006767518533905559, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04076973347810542, "ret_signed_p1d": 0.04076973347810542, "alpha_spy_p1d": 0.037306984397745824, "alpha_c_p1d": 0.029984747423127844, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.010784986054977574, "ret_p1w": 0.03711215999390283, "ret_signed_p1w": 0.03711215999390283, "alpha_spy_p1w": 0.03489669768330983, "alpha_c_p1w": 0.039142220786656856, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": -0.0020300607927540293, "ret_p1m": 0.04771226225950098, "ret_signed_p1m": 0.04771226225950098, "alpha_spy_p1m": 0.04418350531490489, "alpha_c_p1m": 0.035644473070300275, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.012067789189200706, "ret_p3m": -0.06227281026205134, "ret_signed_p3m": -0.06227281026205134, "alpha_spy_p3m": -0.0717910359273175, "alpha_c_p3m": -0.05272784343191639, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": -0.009544966830134949, "ret_p6m": 0.02590624212603232, "ret_signed_p6m": 0.02590624212603232, "alpha_spy_p6m": -0.081503632758815, "alpha_c_p6m": -0.006368731552774287, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.03227497367880661, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04771226225950098, "alpha_spy_stated": 0.04418350531490489, "alpha_c_stated": 0.035644473070300275, "price_path": [-0.2113, -0.1826, -0.193, -0.1917, -0.1898, -0.1408, -0.0776, -0.0447, -0.0178, -0.0079, -0.0289, -0.0074, 0.0116, -0.0079, 0.0316, -0.0136, 0.026, 0.0325, 0.0361, 0.0704, 0.0157, 0.0014, 0.0559, 0.009, 0.022, 0.0147, -0.0367, 0.0155, 0.0, 0.0138, -0.0011, 0.0235, 0.0424, 0.0311, 0.0227, 0.046, 0.0104, 0.054, 0.0729, 0.0752, 0.0253, 0.0636, 0.0912, 0.035, 0.0765, 0.0388, 0.0007, 0.0373, 0.0242, 0.0032, -0.0635, -0.058, -0.0473, -0.0652, -0.0588, -0.0792, -0.0889, -0.0267, -0.0229, -0.0062, -0.0062, 0.0022, 0.0021, 0.0, 0.0408, 0.0589, 0.06, 0.0241, 0.0371, 0.0517, 0.0411, 0.0692, 0.1073, 0.1413, 0.0886, 0.1261, 0.1211, 0.1386, 0.1312, 0.1308, 0.1308, 0.107, 0.0708, 0.0587, 0.0477, 0.0477, 0.0206, 0.0523, 0.0087, 0.0051, 0.0153, 0.0367, 0.0459, 0.0418, 0.0232, 0.0217, 0.0192, 0.0192, -0.0233, 0.0051, 0.0469, 0.0462, 0.0139, 0.0039, 0.0052, -0.0295, 0.0027, -0.0173, -0.017, -0.0541, -0.0746, -0.0422, -0.0278, -0.0094, -0.0023, -0.0284, -0.0275, -0.0275, -0.0434, -0.0417, -0.0408, -0.0406, -0.0685, -0.0463, -0.0276, -0.0481, -0.0623, -0.0604, -0.0858, -0.0543, -0.0552, -0.0757, -0.0712, -0.0699, -0.0499, -0.0797, -0.0886, -0.0785, -0.0698, -0.0849, -0.114, -0.1428, -0.1127, -0.1077, -0.1009, -0.1331, -0.157, -0.1723, -0.1339, -0.1118, -0.1599, -0.1599, -0.178, -0.1924, -0.2003, -0.1948, -0.1871, -0.179, -0.1515, -0.0869, -0.094, -0.0667, -0.0856, -0.0998, -0.0972, -0.1293, -0.1233, -0.1178, -0.124, -0.1315, -0.1109, -0.0895, -0.0856, -0.0929, -0.0711, -0.0407, -0.0021, 0.0367, 0.0098, 0.0373, 0.0328, -0.0163, -0.0448, -0.0585, -0.0279, -0.0265, -0.0075, -0.0075, 0.0101, 0.0259]}
{"unit_id": "orig:1995886563377442960", "ticker_idx": 1, "ts": "2025-12-02T16:03:33+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding core long positions in TSLA, RKLB, HOOD, IREN, NBIS with unchanged conviction into 2026.", "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": "Many people probably notice I'm less active on X.\n\nDecember is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). \n\nLately I'm also less interested in X discussions. Too many \"are you going to buy the dip\" or \"I bought the dip\"  - seriously I'm going to ban those phrases. Also, a lot posts repeat the same arguments, and misses the risks, which are categorized as \"bearish\" or haters. \n\nMy conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed. I need to trim out as the new year tax resets. My portfolio is complicated with 5 different brokerages, with tax implications and family accounts. My strategy works me, and I need to keep that in focus. If I got banger posts, I'll keep posting, but I'll be doing my own thing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03651557370586622, "ret_signed_m1d": -0.03651557370586622, "alpha_spy_m1d": -0.03466672142099181, "alpha_c_m1d": -0.027874635959732386, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.008640937746133837, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06730309289087955, "ret_signed_p1d": 0.06730309289087955, "alpha_spy_p1d": 0.06384034381051995, "alpha_c_p1d": 0.05781094836668932, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.009492144524190227, "ret_p1w": 0.27517895845840346, "ret_signed_p1w": 0.27517895845840346, "alpha_spy_p1w": 0.27296349614781046, "alpha_c_p1w": 0.2719059233047121, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.0032730351536913727, "ret_p1m": 0.6649164581329252, "ret_signed_p1m": 0.6649164581329252, "alpha_spy_p1m": 0.6613877011883291, "alpha_c_p1m": 0.6459893998432966, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.018927058289628595, "ret_p3m": 0.6491645813292517, "ret_signed_p3m": 0.6491645813292517, "alpha_spy_p3m": 0.6396463556639855, "alpha_c_p3m": 0.48559615082336305, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.16356843050588865, "ret_p6m": 2.5854412949066785, "ret_signed_p6m": 2.5854412949066785, "alpha_spy_p6m": 2.478031420021831, "alpha_c_p6m": 2.437310660057358, "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": 0.6649164581329252, "alpha_spy_stated": 0.6613877011883291, "alpha_c_stated": 0.6459893998432966, "price_path": [0.026, 0.094, 0.1391, 0.1224, 0.1019, 0.1558, 0.273, 0.2897, 0.1276, 0.1475, 0.126, 0.1406, 0.1888, 0.2628, 0.1621, 0.1129, 0.1041, 0.122, 0.1434, 0.1449, 0.2523, 0.3403, 0.3962, 0.468, 0.5587, 0.5852, 0.5337, 0.5613, 0.6236, 0.6532, 0.599, 0.5816, 0.6074, 0.5609, 0.4455, 0.5172, 0.5408, 0.5661, 0.5215, 0.579, 0.4539, 0.5031, 0.464, 0.3501, 0.3465, 0.184, 0.2325, 0.2387, 0.2229, 0.1926, 0.08, 0.0869, 0.0337, 0.021, 0.0411, -0.0578, -0.0382, 0.0131, 0.0167, 0.0007, 0.0007, 0.0057, -0.0365, 0.0, 0.0673, 0.1783, 0.1708, 0.2305, 0.2752, 0.3728, 0.5162, 0.4675, 0.3224, 0.3243, 0.2878, 0.4301, 0.6831, 0.8508, 0.842, 0.842, 0.842, 0.6862, 0.6735, 0.6814, 0.6649, 0.6649, 0.8136, 0.8649, 1.0532, 1.0067, 0.9828, 1.0251, 1.0979, 1.0663, 1.1909, 1.1661, 1.2983, 1.2983, 1.1279, 1.0959, 1.0998, 1.1217, 0.9208, 1.0764, 1.1138, 1.0449, 0.911, 0.7697, 0.9396, 0.7449, 0.5828, 0.726, 0.81, 0.7191, 0.6616, 0.5754, 0.6095, 0.6095, 0.668, 0.7761, 0.8277, 0.6912, 0.6757, 0.6699, 0.6754, 0.7339, 0.6492, 0.6938, 0.6737, 0.7162, 0.6706, 0.6733, 0.706, 0.6451, 0.7174, 0.6317, 0.6327, 0.7019, 0.8757, 0.6582, 0.7167, 0.6045, 0.6229, 0.5768, 0.7394, 0.5737, 0.4542, 0.3695, 0.5327, 0.5637, 0.6165, 0.6165, 0.615, 0.5828, 0.6487, 0.5928, 0.6241, 0.6854, 0.7236, 0.7566, 0.9792, 1.0239, 1.1351, 1.0678, 1.1489, 1.0191, 0.9017, 0.964, 0.8757, 0.8382, 0.9692, 0.8809, 0.9167, 0.8797, 1.0203, 0.8754, 1.5172, 1.8007, 1.8057, 1.963, 2.1635, 1.9778, 2.1303, 2.0384, 2.2048, 1.994, 2.2401, 2.2401, 2.4177, 2.5854]}
{"unit_id": "orig:1995886563377442960", "ticker_idx": 2, "ts": "2025-12-02T16:03:33+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding core long positions in TSLA, RKLB, HOOD, IREN, NBIS with unchanged conviction into 2026.", "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": "Many people probably notice I'm less active on X.\n\nDecember is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). \n\nLately I'm also less interested in X discussions. Too many \"are you going to buy the dip\" or \"I bought the dip\"  - seriously I'm going to ban those phrases. Also, a lot posts repeat the same arguments, and misses the risks, which are categorized as \"bearish\" or haters. \n\nMy conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed. I need to trim out as the new year tax resets. My portfolio is complicated with 5 different brokerages, with tax implications and family accounts. My strategy works me, and I need to keep that in focus. If I got banger posts, I'll keep posting, but I'll be doing my own thing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021516468043951575, "ret_signed_m1d": -0.021516468043951575, "alpha_spy_m1d": -0.01966761575907716, "alpha_c_m1d": -0.022462765481677693, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": 0.000946297437726118, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.061055995456406276, "ret_signed_p1d": 0.061055995456406276, "alpha_spy_p1d": 0.05759324637604668, "alpha_c_p1d": 0.04761915642598491, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013436839030421366, "ret_p1w": 0.07749114729741335, "ret_signed_p1w": 0.07749114729741335, "alpha_spy_p1w": 0.07527568498682036, "alpha_c_p1w": 0.06916409521122935, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.008327052086184006, "ret_p1m": -0.10202460329873342, "ret_signed_p1m": -0.10202460329873342, "alpha_spy_p1m": -0.10555336024332951, "alpha_c_p1m": -0.1421726787526182, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.04014807545388477, "ret_p3m": -0.3977768931166322, "ret_signed_p3m": -0.3977768931166322, "alpha_spy_p3m": -0.4072951187818984, "alpha_c_p3m": -0.3744943955636697, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": -0.023282497552962522, "ret_p6m": -0.39475978400968514, "ret_signed_p6m": -0.39475978400968514, "alpha_spy_p6m": -0.5021696588945325, "alpha_c_p6m": -0.3763070570471867, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": -0.018452726962498445, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10202460329873342, "alpha_spy_stated": -0.10555336024332951, "alpha_c_stated": -0.1421726787526182, "price_path": [-0.1829, -0.1961, -0.0688, -0.0592, -0.0674, -0.0651, -0.0867, -0.0883, -0.068, -0.058, -0.04, -0.0093, -0.0084, 0.002, 0.0067, -0.0262, -0.0331, 0.0855, 0.1368, 0.1047, 0.1568, 0.1804, 0.1454, 0.1513, 0.1979, 0.2105, 0.1033, 0.117, 0.0715, 0.0651, 0.0436, 0.0314, 0.0782, 0.0468, 0.0101, 0.0665, 0.1099, 0.1581, 0.1612, 0.1497, 0.0962, 0.1654, 0.1678, 0.0861, 0.1312, 0.009, 0.035, 0.0788, 0.0475, 0.0558, -0.0351, -0.0274, -0.0792, -0.0925, -0.0618, -0.1567, -0.1481, -0.0872, -0.0824, 0.0179, 0.0179, 0.0202, -0.0215, 0.0, 0.0611, 0.0884, 0.0476, 0.0832, 0.0775, 0.0771, -0.0204, -0.0512, -0.0849, -0.052, -0.0806, -0.0698, -0.0365, -0.0284, -0.0453, -0.0437, -0.0437, -0.0621, -0.0676, -0.0834, -0.102, -0.102, -0.0853, -0.0215, -0.0337, -0.0713, -0.0838, -0.0848, -0.0669, -0.0453, -0.0499, -0.1239, -0.1366, -0.1366, -0.1601, -0.159, -0.1564, -0.1505, -0.1505, -0.1644, -0.179, -0.1962, -0.2102, -0.2861, -0.3087, -0.3599, -0.4229, -0.3424, -0.3127, -0.3204, -0.3809, -0.4353, -0.3968, -0.3968, -0.401, -0.4029, -0.3994, -0.3957, -0.4301, -0.4173, -0.3844, -0.3692, -0.3978, -0.3745, -0.396, -0.3473, -0.3604, -0.3879, -0.37, -0.3765, -0.3752, -0.3956, -0.4173, -0.4021, -0.3859, -0.4053, -0.4112, -0.4372, -0.4245, -0.4515, -0.4241, -0.4414, -0.4758, -0.4827, -0.4498, -0.4434, -0.453, -0.453, -0.446, -0.447, -0.4297, -0.4433, -0.4507, -0.431, -0.3721, -0.3067, -0.3104, -0.2795, -0.2753, -0.3138, -0.2979, -0.3367, -0.3274, -0.3335, -0.3484, -0.4347, -0.4213, -0.4152, -0.3922, -0.3884, -0.3724, -0.3944, -0.3884, -0.3586, -0.3786, -0.3906, -0.3593, -0.3875, -0.3875, -0.4112, -0.3985, -0.3972, -0.4153, -0.4153, -0.4118, -0.3948]}
{"unit_id": "orig:1995886563377442960", "ticker_idx": 3, "ts": "2025-12-02T16:03:33+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding core long positions in TSLA, RKLB, HOOD, IREN, NBIS with unchanged conviction into 2026.", "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": "Many people probably notice I'm less active on X.\n\nDecember is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). \n\nLately I'm also less interested in X discussions. Too many \"are you going to buy the dip\" or \"I bought the dip\"  - seriously I'm going to ban those phrases. Also, a lot posts repeat the same arguments, and misses the risks, which are categorized as \"bearish\" or haters. \n\nMy conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed. I need to trim out as the new year tax resets. My portfolio is complicated with 5 different brokerages, with tax implications and family accounts. My strategy works me, and I need to keep that in focus. 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{"unit_id": "orig:1995886563377442960", "ticker_idx": 4, "ts": "2025-12-02T16:03:33+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Still holding core long positions in TSLA, RKLB, HOOD, IREN, NBIS with unchanged conviction 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": "original", "lang": "en", "tweet_text": "Many people probably notice I'm less active on X.\n\nDecember is my month of reflection and planning for 2026, as well taking care a lot annual paper work (LLC, taxes, holidays, etc). \n\nLately I'm also less interested in X discussions. Too many \"are you going to buy the dip\" or \"I bought the dip\"  - seriously I'm going to ban those phrases. Also, a lot posts repeat the same arguments, and misses the risks, which are categorized as \"bearish\" or haters. \n\nMy conviction in my core portfolio like $TSLA, $RKLB, $HOOD, $IREN, $NBIS have not changed. I need to trim out as the new year tax resets. My portfolio is complicated with 5 different brokerages, with tax implications and family accounts. My strategy works me, and I need to keep that in focus. If I got banger posts, I'll keep posting, but I'll be doing my own thing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03836189419085456, "ret_signed_m1d": 0.03836189419085456, "alpha_spy_m1d": 0.040210746475728976, "alpha_c_m1d": 0.04165969338874931, "bench_spy_m1d": -0.0018488522848744138, "bench_c_m1d": -0.0032977991978947463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025609137365018242, "ret_signed_p1d": 0.025609137365018242, "alpha_spy_p1d": 0.022146388284658647, "alpha_c_p1d": 0.026476930030917556, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": -0.000867792665899314, "ret_p1w": -0.0004146530575244167, "ret_signed_p1w": -0.0004146530575244167, "alpha_spy_p1w": -0.002630115368117414, "alpha_c_p1w": -0.010481488926724403, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.010066835869199986, "ret_p1m": -0.13214095925816183, "ret_signed_p1m": -0.13214095925816183, "alpha_spy_p1m": -0.13566971620275792, "alpha_c_p1m": -0.15705727829666716, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.02491631903850533, "ret_p3m": -0.05453597380265962, "ret_signed_p3m": -0.05453597380265962, "alpha_spy_p3m": -0.06405419946792579, "alpha_c_p3m": -0.08232544886526205, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.02778947506260243, "ret_p6m": 1.1603940042528436, "ret_signed_p6m": 1.1603940042528436, "alpha_spy_p6m": 1.0529841293679962, "alpha_c_p6m": 1.1449589330693257, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.015435071183517834, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13214095925816183, "alpha_spy_stated": -0.13566971620275792, "alpha_c_stated": -0.15705727829666716, "price_path": [-0.327, -0.3212, -0.3358, -0.0076, -0.0317, -0.0753, -0.0626, -0.0569, -0.0728, -0.0246, -0.0242, 0.0297, 0.1052, 0.1177, 0.174, 0.1191, 0.1166, 0.1428, 0.164, 0.1987, 0.305, 0.3269, 0.2954, 0.2203, 0.2649, 0.3752, 0.3435, 0.4045, 0.3287, 0.3046, 0.2757, 0.1762, 0.1301, 0.0812, 0.0225, 0.1007, 0.2158, 0.3005, 0.2631, 0.297, 0.2875, 0.3564, 0.249, 0.1461, 0.2131, 0.1347, 0.1538, 0.14, 0.0598, -0.0217, -0.0811, -0.1339, -0.1086, -0.0613, -0.0143, -0.1224, -0.1368, -0.0472, -0.0785, -0.0182, -0.0182, -0.0164, 0.0384, 0.0, 0.0256, 0.0658, 0.0165, 0.0402, -0.0004, -0.0297, -0.0225, -0.0908, -0.1587, -0.1607, -0.2177, -0.1904, -0.0725, -0.0334, -0.0666, -0.0552, -0.0552, -0.0919, -0.1079, -0.117, -0.1321, -0.1321, -0.0674, -0.0375, 0.0393, -0.0025, 0.0088, 0.0153, 0.1128, 0.0931, 0.0573, 0.0771, 0.1273, 0.1273, 0.0294, 0.0251, 0.0041, -0.0202, -0.0517, 0.0147, 0.0413, -0.016, -0.1167, -0.086, -0.0674, -0.1458, -0.2341, -0.1073, -0.037, -0.0483, -0.0813, -0.0697, 0.0162, 0.0162, 0.0111, 0.0555, 0.1157, 0.0152, 0.0431, 0.0636, 0.1003, 0.0874, -0.0545, -0.0564, -0.1001, 0.0138, -0.0083, -0.0738, -0.0157, -0.0002, 0.1612, 0.1202, 0.1711, 0.3463, 0.2061, 0.2292, 0.2599, 0.2195, 0.1835, 0.1914, 0.1933, 0.0987, 0.0453, -0.0434, 0.0758, 0.057, 0.1283, 0.1283, 0.1668, 0.2172, 0.296, 0.4135, 0.5031, 0.6025, 0.679, 0.7291, 0.7143, 0.6292, 0.6502, 0.6231, 0.6189, 0.6286, 0.5258, 0.503, 0.405, 0.4639, 0.4332, 0.6018, 0.8291, 0.824, 1.0227, 0.9157, 0.8357, 0.9295, 0.857, 1.149, 1.2929, 1.2804, 1.0722, 1.0501, 0.9888, 1.2802, 1.2267, 1.2267, 1.1572, 1.1604]}
{"unit_id": "orig:2019844652443267497", "ticker_idx": 0, "ts": "2026-02-06T18:44:26+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 still a good play within the whole scope of things", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TE is still a good play; low-conviction long endorsement.", "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": "@SJCapitalInvest @spacanpanman @tdogg2213 Yes. $TE is still a good play within the whole scope of things.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12091903524604797, "ret_signed_m1d": -0.12091903524604797, "alpha_spy_m1d": -0.102095376640292, "alpha_c_m1d": -0.0931445863891226, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.02777444885692537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07617902737679383, "ret_signed_p1d": -0.07617902737679383, "alpha_spy_p1d": -0.08100075409337115, "alpha_c_p1d": -0.07918178779768159, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.0030027604208877623, "ret_p1w": -0.2599758710032746, "ret_signed_p1w": -0.2599758710032746, "alpha_spy_p1w": -0.24713232630648096, "alpha_c_p1w": -0.2656925507568074, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.0057166797535328495, "ret_p1m": -0.13422013892508566, "ret_signed_p1m": -0.13422013892508566, "alpha_spy_p1m": -0.11633763659551732, "alpha_c_p1m": -0.12128570921794357, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.012934429707142092, "ret_p3m": -0.36275699042082055, "ret_signed_p3m": -0.36275699042082055, "alpha_spy_p3m": -0.42822585736568497, "alpha_c_p3m": -0.38693416754612975, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.0241771771253092, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13422013892508566, "alpha_spy_stated": -0.11633763659551732, "alpha_c_stated": -0.12128570921794357, "price_path": [-0.4667, -0.5345, -0.578, -0.5937, -0.6155, -0.63, -0.6505, -0.6711, -0.6711, -0.6203, -0.6022, -0.5357, -0.5357, -0.5018, -0.4595, -0.4268, -0.4534, -0.3821, -0.295, -0.2721, -0.1862, -0.2563, -0.2902, -0.3531, -0.3881, -0.3422, -0.3446, -0.2721, -0.2225, -0.1173, -0.1403, -0.1475, -0.1475, -0.1778, -0.2237, -0.214, -0.1923, -0.1923, -0.052, -0.0085, -0.075, -0.1197, -0.1765, -0.1608, -0.1282, -0.0496, -0.0496, -0.104, -0.0121, -0.0121, 0.0012, -0.0544, 0.0121, 0.0278, -0.0157, 0.1028, 0.1475, 0.0738, 0.0073, 0.0472, 0.0992, -0.0653, -0.1209, 0.0, -0.0762, -0.0919, -0.1717, -0.2491, -0.26, -0.26, -0.2213, -0.2189, -0.237, -0.2491, -0.2394, -0.1427, -0.127, -0.1185, -0.2551, -0.1729, -0.2128, -0.1415, -0.1765, -0.1874, -0.1342, -0.0351, -0.0157, -0.0641, -0.0786, -0.0665, -0.058, -0.1137, -0.0677, -0.2019, -0.1729, -0.2007, -0.1923, -0.2406, -0.3035, -0.3204, -0.4692, -0.4583, -0.4933, -0.4933, -0.5103, -0.5248, -0.4958, -0.4946, -0.4329, -0.3821, -0.4123, -0.3543, -0.3966, -0.3918, -0.3978, -0.3845, -0.3482, -0.3482, -0.3603, -0.3579, -0.4075, -0.4087, -0.4196, -0.3773, -0.3833, -0.3543, -0.3628, -0.3773, -0.2551, -0.2696, -0.2926, -0.3216, -0.3071, -0.3144, -0.1536, -0.1681, 0.052, 0.0544, -0.023, -0.023, 0.2636, 0.3253, 0.3083, 0.2769, 0.2588, 0.4559, 0.3906, 0.4099, 0.1403, 0.104, 0.023, -0.0653, 0.0242, 0.0278, 0.0786, 0.0435, 0.0931, 0.1306, 0.1306, 0.2576, 0.1173, 0.0314, 0.0278, -0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032923543420416358", "ticker_idx": 0, "ts": "2026-03-14T20:55:17+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They don't have to do anything interesting in AI, and the stock still go up from op margin increase", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish META: potential 20% workforce cut boosts op margins, driving stock higher regardless of AI execution.", "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 may cut 20% its workforce\n\nMeta has nearly 80 thousand workers. They are a pure platform play with small physical footprint. Many of those are high paying informational worker, and software engineers.  They don't have to do anything interesting in AI, and the stock still go up from op margin increase.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02273494244068175, "ret_signed_m1d": -0.02273494244068175, "alpha_spy_m1d": -0.01266060262658264, "alpha_c_m1d": -0.015104605799376558, "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": -0.0076341043414897, "ret_signed_p1d": -0.0076341043414897, "alpha_spy_p1d": -0.010264649332595188, "alpha_c_p1d": -0.007980892459405697, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.00034678811791599706, "ret_p1w": -0.037277878593915736, "ret_signed_p1w": -0.037277878593915736, "alpha_spy_p1w": -0.019550452287145137, "alpha_c_p1w": -0.017679027013508097, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.01959885158040764, "ret_p1m": 0.05584501113953966, "ret_signed_p1m": 0.05584501113953966, "alpha_spy_p1m": 0.014999935033311207, "alpha_c_p1m": 0.04195485620935302, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.013890154930186638, "ret_p3m": -0.09406333910448661, "ret_signed_p3m": -0.09406333910448661, "alpha_spy_p3m": -0.19980570821281607, "alpha_c_p3m": -0.06933246251967085, "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": 0.05584501113953966, "alpha_spy_stated": 0.014999935033311207, "alpha_c_stated": 0.04195485620935302, "price_path": [0.0343, 0.0581, 0.049, 0.0534, 0.0588, 0.063, 0.063, 0.0562, 0.0489, 0.0605, 0.0511, 0.0511, 0.0357, 0.049, 0.052, 0.033, 0.0288, 0.0399, 0.0223, 0.0049, -0.0199, -0.0114, -0.0123, -0.0123, -0.038, -0.0239, 0.0313, 0.049, 0.0707, 0.0716, 0.0649, 0.1757, 0.1409, 0.1249, 0.1015, 0.0653, 0.0672, 0.0533, 0.0784, 0.068, 0.0648, 0.0348, 0.0188, 0.0188, 0.018, 0.0243, 0.0267, 0.0441, 0.0147, 0.018, 0.0409, 0.0462, 0.0322, 0.0407, 0.0431, 0.0633, 0.0519, 0.0269, 0.0309, 0.0415, 0.0428, 0.0162, -0.0227, 0.0, -0.0076, -0.0188, -0.0331, -0.0539, -0.0373, -0.055, -0.0519, -0.1274, -0.1621, -0.1451, -0.0882, -0.0769, -0.0845, -0.0845, -0.0867, -0.0835, -0.024, 0.0015, 0.0038, 0.0113, 0.0558, 0.0703, 0.0788, 0.0974, 0.0693, 0.066, 0.0753, 0.0505, 0.0758, 0.0816, 0.0699, 0.0664, -0.0248, -0.0298, -0.0272, -0.0358, -0.0232, -0.017, -0.0284, -0.0456, -0.039, -0.0172, -0.0144, -0.0211, -0.0259, -0.0396, -0.0357, -0.032, -0.0274, -0.0274, -0.0241, 0.0124, 0.0125, 0.0081, -0.043, -0.0475, -0.0071, 0.0002, -0.0549, -0.067, -0.0683, -0.09, -0.0941, -0.0964, -0.0533, -0.0425, -0.0946, -0.0792, -0.0792, -0.1005, -0.1032, -0.1104, -0.134, -0.1222, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2018493060577910900", "ticker_idx": 0, "ts": "2026-02-03T01:13:42+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it could be the start of the big run if we get some surprises", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish AMZN into earnings; potential surprise catalyst could kick off a major run.", "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": "@optionscjp I think it could be the start of the big run if we get some surprises.", "reply_text": null, "parent_text": "My largest holding, $AMZN reports earnings this week 🚀  I fear i don’t own enough https://t.co/8VUtSDBkZt", "quoted_text": null, "parent_author": "optionscjp", "ret_m1d": 0.01818796280901891, "ret_signed_m1d": 0.01818796280901891, "alpha_spy_m1d": 0.009660473696633032, "alpha_c_m1d": 0.010088062668893505, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.008099900140125404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023593955826118118, "ret_signed_p1d": -0.023593955826118118, "alpha_spy_p1d": -0.018750102100124733, "alpha_c_p1d": -0.01623801903217026, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.007355936793947859, "ret_p1w": -0.13267952833446306, "ret_signed_p1w": -0.13267952833446306, "alpha_spy_p1w": -0.13643568849051135, "alpha_c_p1w": -0.110694338339545, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": -0.021985189994918053, "ret_p1m": -0.09135859625788134, "ret_signed_p1m": -0.09135859625788134, "alpha_spy_p1m": -0.08497748437752317, "alpha_c_p1m": -0.0533389733778461, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.03801962288003524, "ret_p3m": 0.12421429576293952, "ret_signed_p3m": 0.12421429576293952, "alpha_spy_p3m": 0.07622781473595319, "alpha_c_p3m": 0.14175039374957887, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": -0.017536097986639354, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09135859625788134, "alpha_spy_stated": -0.08497748437752317, "alpha_c_stated": -0.0533389733778461, "price_path": [0.0185, 0.0243, 0.041, 0.0439, 0.0234, -0.0044, -0.0165, -0.0241, -0.0673, -0.0668, -0.09, -0.0751, -0.0517, -0.0375, -0.0396, -0.0396, -0.0226, -0.0199, -0.0176, -0.0262, -0.0399, -0.0381, -0.0492, -0.0448, -0.0287, -0.035, -0.0521, -0.0674, -0.0673, -0.0727, -0.0497, -0.0472, -0.0427, -0.0272, -0.0262, -0.0262, -0.0256, -0.0274, -0.0255, -0.0327, -0.0327, -0.0508, -0.0233, 0.0097, 0.0123, 0.0321, 0.0367, 0.0329, 0.0167, -0.0083, -0.0018, 0.0021, 0.0021, -0.0319, -0.0306, -0.0179, 0.0023, -0.0008, 0.0254, 0.0184, 0.013, 0.0028, 0.0182, 0.0, -0.0236, -0.0668, -0.1186, -0.1253, -0.1327, -0.1447, -0.1635, -0.1669, -0.1669, -0.157, -0.1418, -0.1415, -0.1195, -0.1398, -0.126, -0.1173, -0.1287, -0.1199, -0.1267, -0.1253, -0.0914, -0.0825, -0.1065, -0.1053, -0.1018, -0.1088, -0.1219, -0.1297, -0.1126, -0.0981, -0.1205, -0.1251, -0.1393, -0.1194, -0.1315, -0.1128, -0.1302, -0.1646, -0.1579, -0.1272, -0.1176, -0.1209, -0.1209, -0.1082, -0.1041, -0.0728, -0.0208, -0.001, 0.0053, 0.0436, 0.0414, 0.0464, 0.05, 0.0405, 0.0473, 0.0702, 0.069, 0.1063, 0.0943, 0.0883, 0.1023, 0.1108, 0.1242, 0.1401, 0.1464, 0.1524, 0.1364, 0.1427, 0.1273, 0.114, 0.1321, 0.1199, 0.1069, 0.11, 0.0868, 0.1106, 0.1251, 0.1161, 0.1161, 0.1118, 0.1393, 0.1483, 0.1342, 0.0949, 0.075, 0.0478, 0.0636, 0.0311, 0.0277, 0.0233, -0.0026, 0.0121, -0.0003, 0.031, 0.0309, -0.0047, 0.0242, 0.0242, -0.0244, -0.0189, -0.0182, -0.0487, -0.0249, null, 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:1988248967709180223", "ticker_idx": 0, "ts": "2025-11-11T14:14:28+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 bought 1000 more share last night", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought 1000 more shares of RKLB; live long position.", "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": "reply_other", "lang": "en", "tweet_text": "@yeah_dave i bought 1000 more share last night.", "reply_text": null, "parent_text": "$RKLB\nRecord Q3 earnings.  Neutron delay panic overdone.  Got the anticipated deep capitulation and did not hesitate. https://t.co/dr99A4hEdI", "quoted_text": null, "parent_author": "Yeah_Dave", "ret_m1d": 0.012880558661056085, "ret_signed_m1d": 0.012880558661056085, "alpha_spy_m1d": 0.01516450732609309, "alpha_c_m1d": 0.01313991691353833, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00025935825248224464, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024785332087476908, "ret_signed_p1d": -0.024785332087476908, "alpha_spy_p1d": -0.025341722453841253, "alpha_c_p1d": -0.025757900586396376, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": 0.0009725684989194683, "ret_p1w": -0.16510543758871832, "ret_signed_p1w": -0.16510543758871832, "alpha_spy_p1w": -0.13154766494144543, "alpha_c_p1w": -0.13664338911556906, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.02846204847314926, "ret_p1m": 0.12256047177172502, "ret_signed_p1m": 0.12256047177172502, "alpha_spy_p1m": 0.1158692806791608, "alpha_c_p1m": 0.11076071909511587, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.011799752676609154, "ret_p3m": 0.4113972936346746, "ret_signed_p3m": 0.4113972936346746, "alpha_spy_p3m": 0.3972527242254045, "alpha_c_p3m": 0.2847561217145813, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.12664117192009328, "ret_p6m": 0.6520296399883296, "ret_signed_p6m": 0.6520296399883296, "alpha_spy_p6m": 0.5714901747015471, "alpha_c_p6m": 0.4981494648980582, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.1538801750902714, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12256047177172502, "alpha_spy_stated": 0.1158692806791608, "alpha_c_stated": 0.11076071909511587, "price_path": [-0.1645, -0.136, -0.1224, -0.2014, -0.2059, -0.1895, -0.1339, -0.0785, -0.0607, -0.0974, -0.065, -0.0515, -0.0515, -0.0377, -0.1505, -0.161, -0.1054, -0.0685, -0.0822, -0.0989, -0.0548, 0.041, 0.0546, -0.078, -0.0617, -0.0792, -0.0673, -0.0279, 0.0326, -0.0498, -0.09, -0.0972, -0.0826, -0.065, -0.0638, 0.024, 0.096, 0.1417, 0.2004, 0.2746, 0.2963, 0.2541, 0.2767, 0.3277, 0.3519, 0.3076, 0.2933, 0.3144, 0.2763, 0.182, 0.2406, 0.26, 0.2806, 0.2441, 0.2912, 0.1889, 0.2291, 0.1971, 0.104, 0.1011, -0.0318, 0.0078, 0.0129, 0.0, -0.0248, -0.1169, -0.1112, -0.1548, -0.1651, -0.1487, -0.2295, -0.2135, -0.1715, -0.1686, -0.1817, -0.1817, -0.1776, -0.2121, -0.1823, -0.1272, -0.0365, -0.0426, 0.0062, 0.0427, 0.1226, 0.2399, 0.2, 0.0814, 0.0829, 0.0531, 0.1694, 0.3763, 0.5135, 0.5062, 0.5062, 0.5062, 0.3788, 0.3685, 0.3749, 0.3614, 0.3614, 0.483, 0.525, 0.679, 0.6409, 0.6214, 0.6559, 0.7155, 0.6897, 0.7916, 0.7713, 0.8794, 0.8794, 0.74, 0.7139, 0.717, 0.735, 0.5706, 0.6979, 0.7285, 0.6721, 0.5626, 0.4471, 0.5861, 0.4268, 0.2943, 0.4114, 0.4801, 0.4057, 0.3587, 0.2883, 0.3162, 0.3162, 0.364, 0.4524, 0.4945, 0.3829, 0.3702, 0.3655, 0.37, 0.4178, 0.3486, 0.3851, 0.3687, 0.4034, 0.3661, 0.3683, 0.395, 0.3452, 0.4044, 0.3343, 0.3351, 0.3917, 0.5338, 0.356, 0.4038, 0.3121, 0.3271, 0.2894, 0.4223, 0.2869, 0.1891, 0.1198, 0.2533, 0.2787, 0.3218, 0.3218, 0.3206, 0.2943, 0.3482, 0.3025, 0.3281, 0.3782, 0.4094, 0.4364, 0.6185, 0.655, 0.7459, 0.6909, 0.7572, 0.6511, 0.555, 0.606, 0.5338, 0.5031, 0.6103, 0.5381, 0.5673, 0.5371, 0.652]}
{"unit_id": "quote:1989705245346132426", "ticker_idx": 0, "ts": "2025-11-15T14:41:12+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$iren low levevage is slowly gaining advantage over other ai dc", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN: low leverage giving it a competitive edge over higher-leveraged AI data center peers.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$iren low levevage is slowly gaining advantage over other ai dc.", "reply_text": null, "parent_text": null, "quoted_text": "Applied Digital struggled to sell junk bonds yesterday, offering 10% yields to attract buyers. Applied Digital provides data center services to CoreWeave, which provides data center services to Nvidia &amp; OpenAI. https://t.co/AxpBSboxAJ", "parent_author": null, "ret_m1d": -0.021936319740024524, "ret_signed_m1d": -0.021936319740024524, "alpha_spy_m1d": -0.031340556014585075, "alpha_c_m1d": -0.0413726811686318, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.019436361428607274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030373310089508276, "ret_signed_p1d": 0.030373310089508276, "alpha_spy_p1d": 0.038770771760193834, "alpha_c_p1d": 0.0319282160019031, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.0015549059123948217, "ret_p1w": 0.022780042913534082, "ret_signed_p1w": 0.022780042913534082, "alpha_spy_p1w": 0.018183086035382212, "alpha_c_p1w": 0.014228022871690671, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.008552020041843411, "ret_p1m": -0.22822188841274238, "ret_signed_p1m": -0.22822188841274238, "alpha_spy_p1m": -0.24805165013073427, "alpha_c_p1m": -0.290223827335912, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.06200193892316963, "ret_p3m": -0.15566338519020417, "ret_signed_p3m": -0.15566338519020417, "alpha_spy_p3m": -0.18212269758256416, "alpha_c_p3m": -0.16383949308787138, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.008176107897667206, "ret_p6m": 0.19299729076836014, "ret_signed_p6m": 0.19299729076836014, "alpha_spy_p6m": 0.0777551577781499, "alpha_c_p6m": 0.18179527397606665, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.01120201679229349, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22822188841274238, "alpha_spy_stated": -0.24805165013073427, "alpha_c_stated": -0.290223827335912, "price_path": [-0.5832, -0.5868, -0.548, -0.5123, -0.5151, -0.5285, -0.514, -0.4415, -0.4415, -0.386, -0.405, -0.4489, -0.4484, -0.4476, -0.3632, -0.2907, -0.3071, -0.2837, -0.2166, -0.2312, -0.2006, -0.2339, -0.185, -0.1162, -0.119, -0.0057, -0.0236, -0.1171, -0.0312, -0.0101, -0.007, -0.0082, 0.0643, 0.2181, 0.301, 0.2675, 0.3468, 0.2607, 0.3529, 0.4672, 0.4339, 0.3042, 0.2807, 0.2491, 0.1642, 0.0932, 0.1782, 0.3267, 0.3708, 0.3166, 0.2744, 0.228, 0.2814, 0.429, 0.4054, 0.6117, 0.4124, 0.3158, 0.2691, 0.2103, 0.1749, 0.0262, -0.0219, 0.0, 0.0304, -0.0333, -0.0831, -0.1086, 0.0228, 0.0013, 0.0219, 0.0219, 0.0084, 0.0228, -0.1327, -0.0728, -0.0202, -0.057, -0.0226, -0.012, -0.0736, -0.0732, -0.1536, -0.2516, -0.2282, -0.2875, -0.2449, -0.158, -0.1133, -0.1126, -0.1145, -0.1145, -0.15, -0.1687, -0.1922, -0.2033, -0.2033, -0.0993, 0.0175, -0.0316, -0.0798, -0.0365, -0.0291, 0.0616, 0.1177, 0.1154, 0.0945, 0.2196, 0.2196, 0.1445, 0.128, 0.1023, 0.1955, 0.1044, 0.2653, 0.3276, 0.2622, 0.1335, 0.1196, 0.1472, -0.0521, -0.1607, -0.1177, -0.0266, -0.0945, -0.1, -0.1557, -0.1095, -0.1095, -0.1358, -0.1124, -0.0869, -0.1567, -0.1065, -0.0413, -0.0713, -0.0669, -0.1363, -0.127, -0.1806, -0.0753, -0.1537, -0.2259, -0.1808, -0.196, -0.1145, -0.1274, -0.123, -0.0521, -0.0939, -0.1097, -0.1213, -0.1291, -0.1107, -0.1327, -0.1261, -0.2101, -0.2599, -0.3331, -0.2769, -0.281, -0.2666, -0.2666, -0.259, -0.2462, -0.2232, -0.2183, -0.1706, -0.0915, -0.0008, 0.0297, 0.0061, 0.015, 0.0276, -0.0472, 0.0207, 0.0972, 0.0681, 0.02, -0.0626, -0.096, -0.0401, -0.0369, 0.0437, 0.1546, 0.2862, 0.1991, 0.2909, 0.1633, 0.193]}
{"unit_id": "quote:2042216948289675750", "ticker_idx": 0, "ts": "2026-04-09T12:23:57+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ClickHouse is usually integrated, and the preferred choice", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: validates ClickHouse as the preferred OLAP/observability choice in agentic AI, endorsed by LangChain.", "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 my Agentic development experience,  anytime you come across Observability and Logging, needed for logging server transactions, and AI workload), then you need OLAP database and ClickHouse is usually integrated, and the preferred choice.  \n\nLangchain, the most widely used agentic framework recommends ClickHouse: https://t.co/JLd5CxB4wv", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS' ClickHouse surely can’t be real. Like, 1000x compression? Seriously?\n\nNext time you read that $NBIS got a 1-point-something interest rate on its convertibles, it’s because of assets like this.\n\n$NBIS has by far the best financing capability among the neoclouds, and a much https://t.co/KxPfXF2Hmd", "parent_author": null, "ret_m1d": -0.08310717874921802, "ret_signed_m1d": -0.08310717874921802, "alpha_spy_m1d": -0.07737125171461634, "alpha_c_m1d": -0.07908160335574765, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.004025575393470371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0633756273278383, "ret_signed_p1d": 0.0633756273278383, "alpha_spy_p1d": 0.06403740275439684, "alpha_c_p1d": 0.06617606543725241, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": -0.002800438109414105, "ret_p1w": 0.21279244566273992, "ret_signed_p1w": 0.21279244566273992, "alpha_spy_p1w": 0.180802853348083, "alpha_c_p1w": 0.17288692220941382, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0399055234533261, "ret_p1m": 0.29868701440468626, "ret_signed_p1m": 0.29868701440468626, "alpha_spy_p1m": 0.21380803839708307, "alpha_c_p1m": 0.275321245926581, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.02336576847810523, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29868701440468626, "alpha_spy_stated": 0.21380803839708307, "alpha_c_stated": 0.275321245926581, "price_path": [-0.2127, -0.2267, -0.252, -0.238, -0.2024, -0.2024, -0.2717, -0.2748, -0.2896, -0.3068, -0.3291, -0.2821, -0.2633, -0.3038, -0.3751, -0.3533, -0.3402, -0.3957, -0.4582, -0.3684, -0.3187, -0.3267, -0.35, -0.3418, -0.2811, -0.2811, -0.2847, -0.2533, -0.2107, -0.2817, -0.262, -0.2476, -0.2216, -0.2307, -0.3311, -0.3324, -0.3633, -0.2828, -0.2984, -0.3448, -0.3036, -0.2927, -0.1785, -0.2075, -0.1715, -0.0475, -0.1467, -0.1303, -0.1086, -0.1372, -0.1627, -0.1571, -0.1558, -0.2227, -0.2605, -0.3233, -0.2389, -0.2522, -0.2018, -0.2018, -0.1745, -0.1389, -0.0831, 0.0, 0.0634, 0.1337, 0.1879, 0.2233, 0.2128, 0.1526, 0.1675, 0.1483, 0.1453, 0.1522, 0.0794, 0.0633, -0.006, 0.0356, 0.0139, 0.1332, 0.2941, 0.2904, 0.431, 0.3553, 0.2987, 0.3651, 0.3138, 0.5204, 0.6222, 0.6133, 0.466, 0.4504, 0.407, 0.6132, 0.5754, 0.5754, 0.5261, 0.5284, 0.6602, 0.6951, 0.9402, 0.9114, 0.8461, 0.9047, 0.671, 0.5991, 0.6146, 0.5528, 0.6302, 0.7044, 0.9077, 0.9445, 1.0605, 1.1029, 1.1029, 1.0803, 1.019, 0.9046, 0.8824, 0.7626, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046213762848354714", "ticker_idx": 0, "ts": "2026-04-20T13:05:52+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026 will be the year for $MU", "tweet_type": "prediction", "timeline": "years", "summary": "Rotating from NVDA (2025 play) to MU as the 2026 AI memory bottleneck winner.", "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": "2025 was the year for $NVDA\n2026 will be the year for $MU \n\nDon't hold on to the past. Invest in the present.", "reply_text": null, "parent_text": null, "quoted_text": "$MU has driven more than half of the S&amp;P 500 EPS revision since the war began.\n\nAI is turning memory into a performance bottleneck making it one of the cleaner toll booths in the stack. https://t.co/UmlI5hsrSp", "parent_author": null, "ret_m1d": 0.014829832963189293, "ret_signed_m1d": 0.014829832963189293, "alpha_spy_m1d": 0.01282609089479414, "alpha_c_m1d": 0.014398735000617169, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002140830976164354, "ret_signed_p1d": 0.002140830976164354, "alpha_spy_p1d": 0.008687723824703841, "alpha_c_p1d": 0.0006320538834760914, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.16979613275697347, "ret_signed_p1w": 0.16979613275697347, "alpha_spy_p1w": 0.16069515303269855, "alpha_c_p1w": 0.07862443888335968, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.5582265940656577, "ret_signed_p1m": 0.5582265940656577, "alpha_spy_p1m": 0.5229375248943782, "alpha_c_p1m": 0.3857978674707614, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.1326, -0.1137, -0.1091, -0.1327, -0.0855, -0.0297, -0.0286, -0.0752, -0.0241, -0.065, -0.1543, -0.1465, -0.1202, -0.1451, -0.168, -0.0853, -0.0772, -0.0824, -0.0824, -0.1088, -0.0617, -0.0697, -0.0456, -0.0616, -0.0682, -0.0437, -0.0737, -0.0808, -0.0801, -0.1536, -0.1066, -0.1149, -0.1746, -0.1322, -0.1014, -0.0667, -0.0964, -0.0501, -0.0152, 0.0292, 0.0292, -0.0097, -0.0573, -0.0987, -0.1183, -0.1483, -0.2076, -0.2037, -0.2824, -0.2466, -0.1797, -0.1833, -0.1833, -0.1576, -0.158, -0.093, -0.06, -0.0621, -0.0487, 0.0384, 0.0174, 0.0196, 0.0148, 0.0, 0.0021, 0.0871, 0.0743, 0.1077, 0.1698, 0.1246, 0.1562, 0.1533, 0.2092, 0.2855, 0.4277, 0.4865, 0.442, 0.6654, 0.7736, 0.7095, 0.7921, 0.7305, 0.616, 0.5199, 0.5582, 0.6324, 0.6995, 0.6748, 0.6748, 0.9979, 1.0704, 1.0595, 1.1654, 1.3092, 1.373, 1.4075, 1.2211, 0.9268, 1.1169, 1.0871, 0.9889, 1.2208, 1.189, 1.4263, 1.2763, 1.3264, 1.5289, 1.5289, 1.7014, 1.3455, 1.3382, 1.7063, 1.5252, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1989397659078250608", "ticker_idx": 0, "ts": "2025-11-14T18:18:57+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 own 30k shares of $te", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 30k shares of $TE; live long 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": "@trodoszalay I own 30k shares of $te", "reply_text": null, "parent_text": "@DeepValueBagger Probably $TE and $EOSE may seem more speculative than companies and execution will determine their fate, but they seem a good catch too. Especially at these prices", "quoted_text": null, "parent_author": "CARDINALElNFAME", "ret_m1d": 0.03869051145824831, "ret_signed_m1d": 0.03869051145824831, "alpha_spy_m1d": 0.038526935036553134, "alpha_c_m1d": 0.03875632753148517, "bench_spy_m1d": 0.0001635764216951774, "bench_c_m1d": -6.581607323685734e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05357137915431087, "ret_signed_p1d": -0.05357137915431087, "alpha_spy_p1d": -0.04425475858090311, "alpha_c_p1d": -0.04376944199489008, "bench_spy_p1d": -0.009316620573407763, "bench_c_p1d": -0.009801937159420793, "ret_p1w": -0.19047615668670825, "ret_signed_p1w": -0.19047615668670825, "alpha_spy_p1w": -0.17127763352718117, "alpha_c_p1w": -0.17481922165213404, "bench_spy_p1w": -0.01919852315952708, "bench_c_p1w": -0.015656935034574215, "ret_p1m": 0.5059524109405464, "ret_signed_p1m": 0.5059524109405464, "alpha_spy_p1m": 0.49285594774487507, "alpha_c_p1m": 0.47319149855966214, "bench_spy_p1m": 0.01309646319567137, "bench_c_p1m": 0.0327609123808843, "ret_p3m": 1.038690511458248, "ret_signed_p3m": 1.038690511458248, "alpha_spy_p3m": 1.0058379364942698, "alpha_c_p3m": 0.8845636462180757, "bench_spy_p3m": 0.03285257496397831, "bench_c_p3m": 0.15412686524017238, "ret_p6m": 0.7976190923901116, "ret_signed_p6m": 0.7976190923901116, "alpha_spy_p6m": 0.6910909094365698, "alpha_c_p6m": 0.6389254017112775, "bench_spy_p6m": 0.10652818295354183, "bench_c_p6m": 0.1586936906788341, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5059524109405464, "alpha_spy_stated": 0.49285594774487507, "alpha_c_stated": 0.47319149855966214, "price_path": [-0.5655, -0.6042, -0.5595, -0.5268, -0.5179, -0.5208, -0.5298, -0.5119, -0.5089, -0.5089, -0.4375, -0.4554, -0.4494, -0.4107, -0.4107, -0.4226, -0.4435, -0.4405, -0.4464, -0.4702, -0.4792, -0.4732, -0.4464, -0.4196, -0.3958, -0.4524, -0.3452, -0.3244, -0.3452, -0.3065, -0.3512, -0.2887, -0.2976, -0.247, -0.1667, -0.1488, -0.128, 0.1399, 0.0833, 0.0417, 0.1935, 0.5595, 0.3958, 0.2857, 0.4167, 0.3333, 0.2232, 0.1042, 0.0327, 0.1399, 0.1012, 0.0714, 0.0833, 0.1071, 0.0179, 0.0952, 0.2173, 0.0952, 0.1339, 0.3393, 0.3125, 0.1458, 0.0387, 0.0, -0.0536, -0.0893, -0.1399, -0.1905, -0.1905, -0.0655, -0.0208, 0.1429, 0.1429, 0.2262, 0.3304, 0.4107, 0.3452, 0.5208, 0.7351, 0.7917, 1.003, 0.8304, 0.747, 0.5923, 0.506, 0.619, 0.6131, 0.7917, 0.9137, 1.1726, 1.1161, 1.0982, 1.0982, 1.0238, 0.9107, 0.9345, 0.9881, 0.9881, 1.3333, 1.4405, 1.2768, 1.1667, 1.0268, 1.0655, 1.1458, 1.3393, 1.3393, 1.2054, 1.4315, 1.4315, 1.4643, 1.3274, 1.4911, 1.5298, 1.4226, 1.7143, 1.8244, 1.6429, 1.4792, 1.5774, 1.7054, 1.3006, 1.1637, 1.4613, 1.2738, 1.2351, 1.0387, 0.8482, 0.8214, 0.8214, 0.9167, 0.9226, 0.878, 0.8482, 0.872, 1.1101, 1.1488, 1.1696, 0.8333, 1.0357, 0.9375, 1.1131, 1.0268, 1.0, 1.131, 1.375, 1.4226, 1.3036, 1.2679, 1.2976, 1.3185, 1.1815, 1.2946, 0.9643, 1.0357, 0.9673, 0.9881, 0.869, 0.7143, 0.6726, 0.3065, 0.3333, 0.247, 0.247, 0.2054, 0.1696, 0.2411, 0.244, 0.3958, 0.5208, 0.4464, 0.5893, 0.4851, 0.497, 0.4821, 0.5149, 0.6042, 0.6042, 0.5744, 0.5804, 0.4583, 0.4554, 0.4286, 0.5327, 0.5179, 0.5893, 0.5685, 0.5327, 0.8333, 0.7976]}
{"unit_id": "reply:1986459956716200005", "ticker_idx": 0, "ts": "2025-11-06T15:45:34+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": "yes but very long term. i have $700K portfolio in BTC/ETH", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds $700K in BTC/ETH as a long-term bullish position.", "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": "@WBigbucks @Micro2Macr0 yes but very long term. i have $700K portfolio in BTC/ETH. Previously senior exec in one of largest bitcoin mining company", "reply_text": null, "parent_text": "@DeepValueBagger @Micro2Macr0 Dvb are you still bullish on bitcoin ?", "quoted_text": null, "parent_author": "WBigbucks", "ret_m1d": 0.025572694078963787, "ret_signed_m1d": 0.025572694078963787, "alpha_spy_m1d": 0.01472687059870248, "alpha_c_m1d": 0.01472687059870248, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.010845823480261307, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020445121741957006, "ret_signed_p1d": 0.020445121741957006, "alpha_spy_p1d": 0.019460556663297934, "alpha_c_p1d": 0.019460556663297934, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.015831949325052497, "ret_signed_p1w": -0.015831949325052497, "alpha_spy_p1w": -0.018412806181280272, "alpha_c_p1w": -0.018412806181280272, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.0025808568562277756, "ret_p1m": -0.11760493237800451, "ret_signed_p1m": -0.11760493237800451, "alpha_spy_p1m": -0.14054950358586582, "alpha_c_p1m": -0.14054950358586582, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": -0.25338021287827583, "ret_signed_p3m": -0.25338021287827583, "alpha_spy_p3m": -0.2850931421990077, "alpha_c_p3m": -0.2850931421990077, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.22825266367769725, "ret_signed_p6m": -0.22825266367769725, "alpha_spy_p6m": -0.3094738659065749, "alpha_c_p6m": -0.3094738659065749, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.08122120222887763, "ret_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": [0.1721, 0.1863, 0.2176, 0.1684, 0.1589, 0.1476, 0.1138, 0.1281, 0.1097, 0.1537, 0.0871, 0.1037, 0.0979, 0.111, 0.0702, 0.0785, 0.0977, 0.1029, 0.093, 0.0923, 0.1063, 0.101, 0.1249, 0.1402, 0.1461, 0.1396, 0.1534, 0.1497, 0.1563, 0.142, 0.113, 0.1058, 0.1187, 0.0765, 0.083, 0.1293, 0.1259, 0.1712, 0.1913, 0.207, 0.2315, 0.1989, 0.2177, 0.2014, 0.1176, 0.1379, 0.1167, 0.0936, 0.068, 0.051, 0.0917, 0.0708, 0.0631, 0.0866, 0.0961, 0.1265, 0.1151, 0.0864, 0.0691, 0.0815, 0.0518, 0.0029, 0.0256, 0.0, 0.0204, 0.0463, 0.0167, 0.0036, -0.0158, -0.0681, -0.0909, -0.0825, -0.0971, -0.1448, -0.16, -0.1286, -0.1378, -0.1064, -0.0989, -0.1025, -0.1479, -0.0982, -0.0767, -0.0904, -0.1176, -0.1052, -0.085, -0.0916, -0.0868, -0.1089, -0.1469, -0.1328, -0.1496, -0.1564, -0.1303, -0.1265, -0.1371, -0.1351, -0.1389, -0.1382, -0.1398, -0.1271, -0.1362, -0.1241, -0.1121, -0.0732, -0.0747, -0.0986, -0.1014, -0.1065, -0.0998, -0.059, -0.0432, -0.0568, -0.057, -0.0864, -0.1282, -0.1177, -0.1169, -0.1165, -0.1287, -0.1204, -0.1196, -0.1652, -0.1695, -0.2232, -0.2534, -0.2792, -0.381, -0.3035, -0.3078, -0.3209, -0.3387, -0.3463, -0.3203, -0.3204, -0.3337, -0.3443, -0.339, -0.3287, -0.3621, -0.3674, -0.3291, -0.3341, -0.3496, -0.3211, -0.3258, -0.2822, -0.3007, -0.3274, -0.3248, -0.3097, -0.307, -0.3041, -0.2994, -0.261, -0.2703, -0.2967, -0.3099, -0.3038, -0.3, -0.3039, -0.2961, -0.3209, -0.3451, -0.3417, -0.3264, -0.328, -0.3397, -0.3393, -0.3202, -0.2898, -0.2979, -0.2915, -0.2796, -0.2647, -0.2677, -0.2616, -0.2581, -0.2386, -0.251, -0.2463, -0.228, -0.2274, -0.2354, -0.2363, -0.2463, -0.252, -0.2468, -0.2283]}
{"unit_id": "reply:1986459956716200005", "ticker_idx": 1, "ts": "2025-11-06T15:45:34+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "yes but very long term. i have $700K portfolio in BTC/ETH", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds $700K in BTC/ETH as a long-term bullish position.", "resolved_tickers": ["ETH-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": "@WBigbucks @Micro2Macr0 yes but very long term. i have $700K portfolio in BTC/ETH. Previously senior exec in one of largest bitcoin mining company", "reply_text": null, "parent_text": "@DeepValueBagger @Micro2Macr0 Dvb are you still bullish on bitcoin ?", "quoted_text": null, "parent_author": "WBigbucks", "ret_m1d": 0.03408953543773241, "ret_signed_m1d": 0.03408953543773241, "alpha_spy_m1d": 0.023243711957471103, "alpha_c_m1d": 0.023243711957471103, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.010845823480261307, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037147836870148554, "ret_signed_p1d": 0.037147836870148554, "alpha_spy_p1d": 0.03616327179148948, "alpha_c_p1d": 0.03616327179148948, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.024001975969941247, "ret_signed_p1w": -0.024001975969941247, "alpha_spy_p1w": -0.026582832826169023, "alpha_c_p1w": -0.026582832826169023, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.0025808568562277756, "ret_p1m": -0.08689690460859167, "ret_signed_p1m": -0.08689690460859167, "alpha_spy_p1m": -0.10984147581645298, "alpha_c_p1m": -0.10984147581645298, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": -0.3274802373522593, "ret_signed_p3m": -0.3274802373522593, "alpha_spy_p3m": -0.35919316667299117, "alpha_c_p3m": -0.35919316667299117, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.30709084862336633, "ret_signed_p6m": -0.30709084862336633, "alpha_spy_p6m": -0.38831205085224396, "alpha_c_p6m": -0.38831205085224396, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.08122120222887763, "ret_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": [0.2762, 0.386, 0.436, 0.3731, 0.3405, 0.302, 0.2298, 0.3086, 0.275, 0.4586, 0.3202, 0.3889, 0.3596, 0.3608, 0.3164, 0.3026, 0.3059, 0.3436, 0.2978, 0.3003, 0.3006, 0.3009, 0.313, 0.3469, 0.4236, 0.3667, 0.3597, 0.3866, 0.3857, 0.3498, 0.2689, 0.2576, 0.254, 0.1679, 0.2185, 0.2733, 0.2517, 0.3136, 0.3549, 0.3631, 0.4153, 0.3438, 0.3669, 0.3191, 0.1602, 0.2817, 0.2455, 0.2038, 0.1759, 0.1571, 0.2018, 0.1704, 0.1497, 0.1642, 0.1879, 0.2439, 0.2023, 0.1785, 0.1486, 0.1615, 0.0876, -0.0059, 0.0341, 0.0, 0.0371, 0.0773, 0.0311, 0.0304, -0.024, -0.0629, -0.0869, -0.0571, -0.0873, -0.1451, -0.165, -0.1085, -0.107, -0.0859, -0.0899, -0.0845, -0.1546, -0.0949, -0.0364, -0.0537, -0.0869, -0.0565, 0.0027, 0.004, -0.0227, -0.0689, -0.1051, -0.1051, -0.1452, -0.1465, -0.1009, -0.0924, -0.1053, -0.1107, -0.1234, -0.1167, -0.114, -0.1029, -0.1042, -0.0942, -0.0567, -0.026, -0.0049, -0.0439, -0.0628, -0.0692, -0.0664, 0.003, 0.0128, 0.0015, -0.0051, -0.0379, -0.1137, -0.1006, -0.1095, -0.1084, -0.1165, -0.0876, -0.0923, -0.1492, -0.1841, -0.2922, -0.3275, -0.3529, -0.45, -0.377, -0.3649, -0.3903, -0.4141, -0.4122, -0.3815, -0.3968, -0.3985, -0.4101, -0.4118, -0.4055, -0.4398, -0.4406, -0.3797, -0.3881, -0.4171, -0.3879, -0.4014, -0.358, -0.3746, -0.4026, -0.3983, -0.385, -0.3806, -0.3741, -0.3682, -0.2902, -0.3002, -0.3347, -0.3547, -0.352, -0.3502, -0.3492, -0.3455, -0.3782, -0.3988, -0.3891, -0.3646, -0.3543, -0.379, -0.3801, -0.3636, -0.3232, -0.3387, -0.3391, -0.3222, -0.2843, -0.2986, -0.2877, -0.2909, -0.2691, -0.301, -0.2972, -0.2826, -0.2961, -0.3009, -0.3047, -0.3088, -0.3197, -0.3188, -0.3071]}
{"unit_id": "reply:2045980194696032508", "ticker_idx": 0, "ts": "2026-04-19T21:37:45+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i own $intc for its national strategic reason, and a war does happen, i win even bigger. Win win situation. Not only this new management and momentum is excellent", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long INTC as a strategic hedge against Taiwan invasion risk plus bullish on new management momentum.", "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": "reply_other", "lang": "en", "tweet_text": "@TannersTrades Excellent analysis. I was always nervous buying $nvda for this reason. Instead, i own $intc for its national strategic reason, and a war does happen, i win even bigger. Win win situation. Not only this new management and momentum is excellent", "reply_text": null, "parent_text": "I tried to short $TSM on the opinion that China would invade a few years ago. I got waxed. \n\nAfter a year of pain in that trade, I studied naval war strategy and the history of Chinese success in the maritime setting. The majority of this information came from Sarah C.M. Paine,", "quoted_text": null, "parent_author": "TannersTrades", "ret_m1d": 0.04261800885567202, "ret_signed_m1d": 0.04261800885567202, "alpha_spy_m1d": 0.040614266787276865, "alpha_c_m1d": 0.042186910893099894, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008523671445973546, "ret_signed_p1d": 0.008523671445973546, "alpha_spy_p1d": 0.015070564294513034, "alpha_c_p1d": 0.007014894353285284, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.29360733350906876, "ret_signed_p1w": 0.29360733350906876, "alpha_spy_p1w": 0.28450635378479383, "alpha_c_p1w": 0.20243563963545497, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.6864537016500163, "ret_signed_p1m": 0.6864537016500163, "alpha_spy_p1m": 0.6511646324787368, "alpha_c_p1m": 0.51402497505512, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6864537016500163, "alpha_spy_stated": 0.6511646324787368, "alpha_c_stated": 0.51402497505512, "price_path": [-0.1743, -0.1732, -0.314, -0.3533, -0.3314, -0.2575, -0.2594, -0.2927, -0.2571, -0.2504, -0.2603, -0.2658, -0.23, -0.2353, -0.2826, -0.265, -0.2925, -0.2878, -0.2878, -0.2971, -0.3081, -0.3209, -0.3286, -0.3359, -0.298, -0.2865, -0.3081, -0.3058, -0.3075, -0.344, -0.3062, -0.3006, -0.3391, -0.3062, -0.288, -0.2697, -0.3113, -0.3033, -0.3035, -0.3294, -0.3146, -0.2971, -0.3323, -0.3301, -0.3294, -0.2819, -0.3288, -0.3435, -0.3731, -0.3283, -0.2689, -0.2332, -0.2332, -0.2271, -0.1947, -0.1027, -0.0606, -0.0505, -0.0079, -0.0288, -0.0116, 0.0426, 0.0426, 0.0, 0.0085, -0.0065, 0.0164, 0.2563, 0.2936, 0.2865, 0.4422, 0.4381, 0.5163, 0.4578, 0.6461, 0.7201, 0.6685, 0.9014, 0.9702, 0.8358, 0.8309, 0.7645, 0.6556, 0.6464, 0.6865, 0.8107, 0.8037, 0.824, 0.824, 0.8801, 0.8534, 0.84, 0.7455, 0.6641, 0.6428, 0.7155, 0.7014, 0.5094, 0.6784, 0.6426, 0.6292, 0.7802, 0.896, 0.9461, 0.7816, 0.8432, 1.0394, 1.0394, 1.1452, 1.0134, 1.0038, 1.0224, 0.9531, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027192594216747444", "ticker_idx": 0, "ts": "2026-02-27T01:22:32+00:00", "symbol": "SYNA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Moderate Buy (PT $89-101, 0-12% upside)", "tweet_type": "analysis", "timeline": "months", "summary": "Moderate Buy SYNA ($89-101 PT) on Edge AI/IoT ramp; Strong Buy BDC ($140-175 PT) as industrial networking picks-and-shovels play.", "resolved_tickers": ["SYNA"], "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": "**SYNA & BDC Research Report** 🏛️ (Feb 27, 10am EST)\n\n**Tweet Context:** @jdm_trades tip—undervalued vs peers; BDC edge/robotics \"picks & shovels.\"\n\nNo prior KB. Sourced analyst consensus (Yahoo/SeekingAlpha/MarketBeat 2026 forecasts).\n\n## **SYNA (Synaptics) — Edge AI/IoT Semis (~$3.6B cap, ~$90/share)**\n**Thesis:** Lynch small-cap grower (Core IoT +74% YoY); Thiel moat in GenAI processors (Astra) + connectivity (Bluetooth/Veros). Volatile post-guidance, but backlog supports rev ramp. **Moderate Buy (PT $89-101, 0-12% upside).**\n\n- **Fundamentals:** Q2 FY26 rev $302M (+13% YoY), Core IoT +53%; gross mgmt 53.6%. FY25 rev +12%. EPS -$1.16 TTM → +122% to $2.13 FY26. Debt/eq 0.6, curr ratio 2.8.\n- **Valuation:** Fwd P/E 20-74 (high variance), PEG 3.1 (stretched), P/B 2. Avg PT $95 (9-15 analysts: 7 Buy/1 Hold/1 Sell).\n- **Moat/Catalysts:** Physical AI edge (robotics/IoT); Q3 guide $280-300M rev/$0.85-1.15 EPS (Feb5 earnings). Share buyback $150M.\n- **Risks:** Guidance dips spook mgmt; neg margins -4%.\n- **Fit:** Small cap semi bagger potential if AI IoT explodes. CSP overlay ok.\n\n**Chart:** Generating 1-yr candles + EMAs...\n\n## **BDC (Belden) — Industrial Networking (~$6B cap, ~$146/share)**\n**Thesis:** Thiel monopoly in harsh-env cables/networking (edge/robotics enabler); steady grower. **Strong Buy (PT $140-175, 0-20% upside).**\n\n- **Fundamentals:** FY25 rev $2.7B, EPS $5.91 beat. FY26 rev $2.9B (+7.8%), EPS $7.85 (+5%).\n- **Valuation:** Fwd P/E ~15, Zacks #2 Buy. PT med $175 (13 analysts).\n- **Moat/Catalysts:** Industrials tailwinds (automation/robotics); earnings beat +3% rev guide.\n- **Risks:** Rev growth lags industry 11%; YTD +26% vs sector -3%.\n- **Fit:** Defensive picks/shovels for AI infra/robotics. CC income play.\n\n**Chart:** Generating...\n\n**Portfolio Fit:** Both align deep value (undervalued semis/industrials); BDC safer moat. Scale small, CSP for entry. DM @jdm_trades for edge?\n\n**SYNA Chart:**\n\n(Generating...)\n\n**SYNA & BDC Deep Dive** 🏛️ (EST Feb 27)\n\n**Overview:** @jdm_trades' rec aligns small-cap value (Lynch) + moat industrials (Thiel). SYNA edge AI semis volatile/growing; BDC stable networking. Both Moderate-Strong Buy, 10-20% upside.\n\n### **SYNA (Synaptics ~$90, $3.6B cap)**\n**Thesis:** IoT/AI edge bagger. Core IoT rev +74% YoY—physical AI tailwind. **Buy on dip to 200 EMA; CSP overlay.**\n\n- **Fundamentals:** Q2 FY26 $302M rev (+13%), gross 53.6%. FY26 EPS $2.13 (+122%). Backlog strong.\n- **Valuation:** Fwd P/E 20x, PEG 3 (stretch), P/B 2. PT $89-101 (7 Buy).\n- **Moat:** Astra GenAI chips, Veros Bluetooth—robotics/IoT lock-in.\n- **Catalysts:** Feb5 earnings, $150M buyback, AI edge ramp.\n- **Risks:** Guidance misses (-4% margins).\n- **TA Preview:** Volatile; watch 200 EMA support (chart gen failed—retry?).\n\n**Action:** Small position CSP $85 3/6 (88% POP, 0.9% ROI from prior scan analog).\n\n### **BDC (Belden ~$146, $6B cap)**\n**Thesis:** Robotics edge \"picks/shovels\"—industrial cables/network moat. Steady grower. **Buy/hold, CC income.**\n\n- **Fundamentals:** FY26 rev $2.9B (+8%), EPS $7.85. Beat Q4 EPS $5.91.\n- **Valuation:** Fwd P/E 15x, Zacks #2. PT $140-175 (Strong Buy).\n- **Moat:** Harsh-env networking monopoly (automation/robotics).\n- **Catalysts:** Earnings momentum, industrials cycle.\n- **Risks:** Growth < industry 11%.\n- **TA:** YTD +26% > sector; uptrend intact.\n\n**Portfolio Fit:** BDC > SYNA (safer moat). Test CSP/LEAP calls. DM @jdm_trades intel?\n\nCharts failed (code error)—spawn fix? Full 13F/options flow next?", "reply_text": null, "parent_text": "@DeepValueBagger alright, let me know what it spits out ;)", "quoted_text": null, "parent_author": "jdm_trades", "ret_m1d": 0.00024557172459815924, "ret_signed_m1d": 0.00024557172459815924, "alpha_spy_m1d": -0.004579539030495461, "alpha_c_m1d": -0.013633441775921407, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.013879013500519566, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0006138356533242906, "ret_signed_p1d": 0.0006138356533242906, "alpha_spy_p1d": 4.531266727636485e-05, "alpha_c_p1d": 0.0005645713584931933, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 4.926429483109729e-05, "ret_p1w": -0.11613060631958505, "ret_signed_p1w": -0.11613060631958505, "alpha_spy_p1w": -0.0962906210317721, "alpha_c_p1w": -0.05261706479654338, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.06351354152304167, "ret_p1m": -0.20108025334535284, "ret_signed_p1m": -0.20108025334535284, "alpha_spy_p1m": -0.12484870921062541, "alpha_c_p1m": -0.09319828158400711, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.10788197176134573, "ret_p3m": 0.7387675052975402, "ret_signed_p3m": 0.7387675052975402, "alpha_spy_p3m": 0.6417988258513903, "alpha_c_p3m": 0.27335419438546893, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.4654133109120713, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20108025334535284, "alpha_spy_stated": -0.12484870921062541, "alpha_c_stated": -0.09319828158400711, "price_path": [-0.1295, -0.068, -0.0678, -0.0478, -0.0425, -0.0239, -0.0021, -0.0114, -0.0495, -0.0706, -0.0944, -0.0935, -0.0958, -0.0901, -0.0858, -0.0988, -0.0932, -0.0932, -0.0982, -0.0789, -0.0792, -0.0913, -0.0913, -0.0702, -0.0282, 0.0667, 0.018, 0.0126, 0.0075, 0.0373, 0.0479, 0.1229, 0.1115, 0.1174, 0.1174, 0.0541, 0.0935, 0.0773, 0.0508, 0.0351, 0.0425, 0.0586, 0.0544, 0.0129, 0.0466, 0.02, 0.0766, 0.0718, 0.0954, 0.0724, 0.0555, 0.114, 0.1302, 0.1148, 0.1148, 0.0484, 0.0405, 0.0199, 0.0346, -0.0007, -0.0049, 0.0066, 0.0002, 0.0, 0.0006, -0.054, -0.0544, -0.0904, -0.1161, -0.0862, -0.0744, -0.0588, -0.0872, -0.0932, -0.0819, -0.0847, -0.1117, -0.11, -0.128, -0.105, -0.0653, -0.0798, -0.1016, -0.1565, -0.2011, -0.1402, -0.109, -0.0897, -0.0897, -0.0797, -0.1042, -0.0678, -0.0916, -0.094, -0.0919, -0.0577, -0.0466, -0.0264, -0.0152, 0.0196, 0.0659, 0.0393, 0.0428, 0.1522, 0.1261, 0.0582, 0.0869, 0.1489, 0.1846, 0.2374, 0.2803, 0.3166, 0.2988, 0.5398, 0.5535, 0.4681, 0.6089, 0.5932, 0.5741, 0.4628, 0.5178, 0.5937, 0.6245, 0.7639, 0.7639, 0.8116, 0.7388, 0.7587, 0.6852, 0.6564, 0.7928, 0.7798, 0.732, 0.5072, 0.6695, 0.6067, 0.5814, 0.6705, 0.6995, 0.7215, 0.6565, 0.6392, 0.7296, 0.7296, 0.7652, 0.65, 0.5972, 0.5421, 0.4854, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027192594216747444", "ticker_idx": 1, "ts": "2026-02-27T01:22:32+00:00", "symbol": "BDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Strong Buy (PT $140-175, 0-20% upside)", "tweet_type": "analysis", "timeline": "months", "summary": "Moderate Buy SYNA ($89-101 PT) on Edge AI/IoT ramp; Strong Buy BDC ($140-175 PT) as industrial networking picks-and-shovels play.", "resolved_tickers": ["BDC"], "resolution_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": "**SYNA & BDC Research Report** 🏛️ (Feb 27, 10am EST)\n\n**Tweet Context:** @jdm_trades tip—undervalued vs peers; BDC edge/robotics \"picks & shovels.\"\n\nNo prior KB. Sourced analyst consensus (Yahoo/SeekingAlpha/MarketBeat 2026 forecasts).\n\n## **SYNA (Synaptics) — Edge AI/IoT Semis (~$3.6B cap, ~$90/share)**\n**Thesis:** Lynch small-cap grower (Core IoT +74% YoY); Thiel moat in GenAI processors (Astra) + connectivity (Bluetooth/Veros). Volatile post-guidance, but backlog supports rev ramp. **Moderate Buy (PT $89-101, 0-12% upside).**\n\n- **Fundamentals:** Q2 FY26 rev $302M (+13% YoY), Core IoT +53%; gross mgmt 53.6%. FY25 rev +12%. EPS -$1.16 TTM → +122% to $2.13 FY26. Debt/eq 0.6, curr ratio 2.8.\n- **Valuation:** Fwd P/E 20-74 (high variance), PEG 3.1 (stretched), P/B 2. Avg PT $95 (9-15 analysts: 7 Buy/1 Hold/1 Sell).\n- **Moat/Catalysts:** Physical AI edge (robotics/IoT); Q3 guide $280-300M rev/$0.85-1.15 EPS (Feb5 earnings). Share buyback $150M.\n- **Risks:** Guidance dips spook mgmt; neg margins -4%.\n- **Fit:** Small cap semi bagger potential if AI IoT explodes. CSP overlay ok.\n\n**Chart:** Generating 1-yr candles + EMAs...\n\n## **BDC (Belden) — Industrial Networking (~$6B cap, ~$146/share)**\n**Thesis:** Thiel monopoly in harsh-env cables/networking (edge/robotics enabler); steady grower. **Strong Buy (PT $140-175, 0-20% upside).**\n\n- **Fundamentals:** FY25 rev $2.7B, EPS $5.91 beat. FY26 rev $2.9B (+7.8%), EPS $7.85 (+5%).\n- **Valuation:** Fwd P/E ~15, Zacks #2 Buy. PT med $175 (13 analysts).\n- **Moat/Catalysts:** Industrials tailwinds (automation/robotics); earnings beat +3% rev guide.\n- **Risks:** Rev growth lags industry 11%; YTD +26% vs sector -3%.\n- **Fit:** Defensive picks/shovels for AI infra/robotics. CC income play.\n\n**Chart:** Generating...\n\n**Portfolio Fit:** Both align deep value (undervalued semis/industrials); BDC safer moat. Scale small, CSP for entry. DM @jdm_trades for edge?\n\n**SYNA Chart:**\n\n(Generating...)\n\n**SYNA & BDC Deep Dive** 🏛️ (EST Feb 27)\n\n**Overview:** @jdm_trades' rec aligns small-cap value (Lynch) + moat industrials (Thiel). SYNA edge AI semis volatile/growing; BDC stable networking. Both Moderate-Strong Buy, 10-20% upside.\n\n### **SYNA (Synaptics ~$90, $3.6B cap)**\n**Thesis:** IoT/AI edge bagger. Core IoT rev +74% YoY—physical AI tailwind. **Buy on dip to 200 EMA; CSP overlay.**\n\n- **Fundamentals:** Q2 FY26 $302M rev (+13%), gross 53.6%. FY26 EPS $2.13 (+122%). Backlog strong.\n- **Valuation:** Fwd P/E 20x, PEG 3 (stretch), P/B 2. PT $89-101 (7 Buy).\n- **Moat:** Astra GenAI chips, Veros Bluetooth—robotics/IoT lock-in.\n- **Catalysts:** Feb5 earnings, $150M buyback, AI edge ramp.\n- **Risks:** Guidance misses (-4% margins).\n- **TA Preview:** Volatile; watch 200 EMA support (chart gen failed—retry?).\n\n**Action:** Small position CSP $85 3/6 (88% POP, 0.9% ROI from prior scan analog).\n\n### **BDC (Belden ~$146, $6B cap)**\n**Thesis:** Robotics edge \"picks/shovels\"—industrial cables/network moat. Steady grower. **Buy/hold, CC income.**\n\n- **Fundamentals:** FY26 rev $2.9B (+8%), EPS $7.85. Beat Q4 EPS $5.91.\n- **Valuation:** Fwd P/E 15x, Zacks #2. PT $140-175 (Strong Buy).\n- **Moat:** Harsh-env networking monopoly (automation/robotics).\n- **Catalysts:** Earnings momentum, industrials cycle.\n- **Risks:** Growth < industry 11%.\n- **TA:** YTD +26% > sector; uptrend intact.\n\n**Portfolio Fit:** BDC > SYNA (safer moat). Test CSP/LEAP calls. DM @jdm_trades intel?\n\nCharts failed (code error)—spawn fix? 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{"unit_id": "reply:2023988277305389327", "ticker_idx": 0, "ts": "2026-02-18T05:09:43+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$VRT is a pick and shovel play. No need to worry about capex returns. Basic thesis is: AI deployment is very modular and a lot of neo cloud companies who have absolutely no experience in building DC, will need $VRT premade DC esp the cooling.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long VRT as a pick-and-shovel AI play; neo cloud companies with no DC experience will need VRT's prefab/cooling solutions, with expanding margins.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$VRT is a pick and shovel play. No need to worry about capex returns.  I got after the pop when i saw the margin expansion and domination. Basic thesis is: AI deployment is very modular and a lot of neo cloud companies who have absolutely no experience in building DC, will need $VRT premade DC esp the cooling.", "reply_text": null, "parent_text": "@DeepValueBagger Right on!\n\nWhen did you get into VRT? I’ve been debating a position and regret not buying when I found out about it last summer.\n\nVRT is like the bridge between energy and dcs.\n\nI also think CARR might be under the radar, they’re getting into data center cooling too.", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": 0.0013157248070114758, "ret_signed_m1d": 0.0013157248070114758, "alpha_spy_m1d": 0.006328181068831151, "alpha_c_m1d": 0.0010871774750604857, "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": -0.0006167499262329512, "ret_signed_p1d": -0.0006167499262329512, "alpha_spy_p1d": 0.0020205943973166107, "alpha_c_p1d": -0.008043574249663288, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.007426824323430337, "ret_p1w": 0.0780395788249526, "ret_signed_p1w": 0.0780395788249526, "alpha_spy_p1w": 0.06804372375962076, "alpha_c_p1w": 0.07484026671035782, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": 0.10700247170724042, "ret_signed_p1m": 0.10700247170724042, "alpha_spy_p1m": 0.14560132643210832, "alpha_c_p1m": 0.16973100260797014, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.06272853090072972, "ret_p3m": 0.39719115789243764, "ret_signed_p3m": 0.39719115789243764, "alpha_spy_p3m": 0.3179574593947707, "alpha_c_p3m": 0.4189588014967097, "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": 0.10700247170724042, "alpha_spy_stated": 0.14560132643210832, "alpha_c_stated": 0.16973100260797014, "price_path": [-0.3431, -0.3058, -0.3028, -0.2927, -0.2927, -0.261, -0.2631, -0.2562, -0.2645, -0.2495, -0.2228, -0.2368, -0.2666, -0.2524, -0.2654, -0.3369, -0.335, -0.3394, -0.3839, -0.3652, -0.3429, -0.3164, -0.3164, -0.3139, -0.3139, -0.311, -0.319, -0.3243, -0.3339, -0.3339, -0.2779, -0.2848, -0.2807, -0.2947, -0.3389, -0.3274, -0.3009, -0.2898, -0.2975, -0.2906, -0.2725, -0.2725, -0.2797, -0.2539, -0.2553, -0.2497, -0.2548, -0.222, -0.2033, -0.1978, -0.2345, -0.2187, -0.2182, -0.2494, -0.2692, -0.1958, -0.1694, -0.1792, 0.0218, -0.0275, -0.0357, -0.0357, 0.0013, 0.0, -0.0006, 0.0022, 0.0091, 0.0409, 0.078, 0.0659, 0.048, 0.0598, 0.0051, 0.0332, 0.0269, -0.0059, 0.0869, 0.1104, 0.103, 0.0912, 0.0644, 0.0885, 0.1039, 0.0887, 0.107, 0.0523, 0.0528, 0.1141, 0.1357, 0.038, 0.0326, -0.0367, 0.0305, 0.0667, 0.0746, 0.0746, 0.0641, 0.0787, 0.1558, 0.183, 0.2137, 0.2336, 0.277, 0.2386, 0.2097, 0.264, 0.2931, 0.285, 0.2549, 0.3232, 0.3303, 0.326, 0.2545, 0.2592, 0.351, 0.3502, 0.3612, 0.4025, 0.4761, 0.3983, 0.3982, 0.5131, 0.5099, 0.5216, 0.5473, 0.5255, 0.3972, 0.3269, 0.2982, 0.33, 0.3467, 0.3467, 0.3321, 0.3151, 0.2921, 0.2984, 0.33, 0.3756, 0.3631, 0.3322, 0.2359, 0.2361, 0.1907, 0.1556, 0.2251, 0.2456, 0.2831, 0.2324, 0.3064, 0.37, 0.37, 0.4725, 0.3094, 0.3016, 0.3392, 0.2503, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023975412087378209", "ticker_idx": 0, "ts": "2026-02-18T04:18:36+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to make so much money sell puts on $tsla. 3200 shares, need to get to 4200 for the memes.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish TSLA: selling puts and holding 3200 shares, targeting 4200 shares.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm going to make so much money sell puts on $tsla.  3200 shares, need to get to 4200 for the memes.", "reply_text": null, "parent_text": null, "quoted_text": "First Cybercab off the production line at Giga Texas https://t.co/kY8vCqtrCA", "parent_author": null, "ret_m1d": -0.001677531919477837, "ret_signed_m1d": -0.001677531919477837, "alpha_spy_m1d": 0.0033349243423418384, "alpha_c_m1d": 0.006697033182379242, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.008374565101857079, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0009481282794785439, "ret_signed_p1d": 0.0009481282794785439, "alpha_spy_p1d": 0.003585472603028106, "alpha_c_p1d": 0.007613637203338741, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.006665508923860197, "ret_p1w": 0.014781645589812431, "ret_signed_p1w": 0.014781645589812431, "alpha_spy_p1w": 0.004785790524480582, "alpha_c_p1w": 0.014183420287781967, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.000598225302030464, "ret_p1m": -0.07541578084918876, "ret_signed_p1m": -0.07541578084918876, "alpha_spy_p1m": -0.03681692612432086, "alpha_c_p1m": -0.01286238716267496, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.0625533936865138, "ret_p3m": -0.0032335336627459244, "ret_signed_p3m": -0.0032335336627459244, "alpha_spy_p3m": -0.08246723216041285, "alpha_c_p3m": 0.0007514493700815361, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": -0.0039849830328274605, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07541578084918876, "alpha_spy_stated": -0.03681692612432086, "alpha_c_stated": -0.01286238716267496, "price_path": [-0.0492, 0.0157, 0.0196, 0.0371, 0.0371, 0.0458, 0.0458, 0.0436, 0.0861, 0.1051, 0.1062, 0.0687, 0.0823, 0.0976, 0.0865, 0.1158, 0.1556, 0.191, 0.136, 0.1752, 0.1699, 0.1882, 0.1805, 0.1801, 0.1801, 0.1553, 0.1175, 0.1048, 0.0934, 0.0934, 0.065, 0.0981, 0.0526, 0.0488, 0.0595, 0.0819, 0.0915, 0.0872, 0.0678, 0.0663, 0.0636, 0.0636, 0.0193, 0.0489, 0.0925, 0.0918, 0.0581, 0.0476, 0.049, 0.0127, 0.0464, 0.0255, 0.0259, -0.0129, -0.0343, -0.0005, 0.0146, 0.0338, 0.0412, 0.014, 0.0149, 0.0149, -0.0017, 0.0, 0.0009, 0.0012, -0.0279, -0.0047, 0.0148, -0.0067, -0.0214, -0.0194, -0.0459, -0.0131, -0.014, -0.0355, -0.0307, -0.0294, -0.0085, -0.0397, -0.0489, -0.0383, -0.0293, -0.0451, -0.0754, -0.1054, -0.0741, -0.0688, -0.0617, -0.0953, -0.1203, -0.1362, -0.0962, -0.0731, -0.1233, -0.1233, -0.1422, -0.1572, -0.1655, -0.1597, -0.1516, -0.1432, -0.1146, -0.0471, -0.0545, -0.026, -0.0458, -0.0605, -0.0579, -0.0914, -0.0851, -0.0794, -0.0858, -0.0936, -0.0722, -0.0498, -0.0457, -0.0534, -0.0306, 0.0011, 0.0414, 0.0819, 0.0538, 0.0825, 0.0777, 0.0265, -0.0032, -0.0175, 0.0144, 0.0159, 0.0357, 0.0357, 0.0541, 0.0706, 0.0748, 0.0595, 0.0111, 0.0302, 0.0301, 0.0173, -0.0494, -0.0058, -0.0356, -0.0723, -0.0296, -0.0119, -0.0004, -0.0162, -0.0363, -0.0263, -0.0263, -0.0152, -0.0722, -0.087, -0.088, -0.0769, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027140136228577650", "ticker_idx": 0, "ts": "2026-02-26T21:54:05+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is exactly what i predicted. It wasnt fully priced in yet. $duol", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish DUOL; MAU growth decline not yet fully priced in, implying further downside ahead.", "resolved_tickers": ["DUOL"], "resolution_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": "This is exactly what i predicted. It wasnt fully priced in yet. $duol", "reply_text": null, "parent_text": null, "quoted_text": "$DUOL MAU growth has fallen off a cliff  😳 https://t.co/YFCPquJijN", "parent_author": null, "ret_m1d": 0.16287125691328908, "ret_signed_m1d": -0.16287125691328908, "alpha_spy_m1d": -0.15804614615819546, "alpha_c_m1d": -0.15804614615819546, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.00482511075509362, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017821812393641334, "ret_signed_p1d": 0.0017821812393641334, "alpha_spy_p1d": 0.002350704225412059, "alpha_c_p1d": 0.002350704225412059, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.0005685229860479257, "ret_p1w": 0.009108892761834797, "ret_signed_p1w": -0.009108892761834797, "alpha_spy_p1w": -0.02894887804964774, "alpha_c_p1w": -0.02894887804964774, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.019839985287812945, "ret_p1m": -0.06811878468730659, "ret_signed_p1m": 0.06811878468730659, "alpha_spy_p1m": -0.008112759447420848, "alpha_c_p1m": -0.008112759447420848, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": 0.06752474945370524, "ret_signed_p3m": -0.06752474945370524, "alpha_spy_p3m": 0.029443929992444717, "alpha_c_p3m": 0.029443929992444717, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.09696867944614995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06811878468730659, "alpha_spy_stated": -0.008112759447420848, "alpha_c_stated": -0.008112759447420848, "price_path": [0.808, 0.835, 0.8651, 0.9777, 1.0586, 1.0701, 0.9549, 0.9897, 0.9434, 0.8413, 0.8492, 0.8213, 0.8108, 0.8412, 0.8353, 0.7749, 0.789, 0.789, 0.7986, 0.7839, 0.7539, 0.7376, 0.7376, 0.7473, 0.8332, 0.7717, 0.7455, 0.7215, 0.7491, 0.6014, 0.6416, 0.5472, 0.5289, 0.4867, 0.4867, 0.4711, 0.4536, 0.5218, 0.5443, 0.5006, 0.4463, 0.4139, 0.3809, 0.3273, 0.3062, 0.1909, 0.1574, 0.1321, 0.1822, 0.1773, 0.195, 0.0822, 0.1094, 0.1146, 0.1146, 0.1097, 0.1135, 0.1001, 0.1182, 0.0508, 0.0835, 0.1054, 0.1629, 0.0, -0.0018, 0.006, -0.0478, 0.0053, 0.0091, -0.0057, -0.0576, -0.0217, -0.0602, -0.0258, 0.0094, 0.0333, -0.0094, -0.0138, -0.0292, -0.0124, -0.0329, -0.0186, -0.0286, -0.0559, -0.0681, -0.0241, -0.0476, -0.0442, -0.0442, -0.016, -0.0466, -0.0984, -0.1037, -0.1086, -0.074, -0.0945, -0.022, 0.0243, -0.0049, 0.038, 0.0161, 0.0448, -0.007, 0.0243, 0.0228, 0.0519, 0.0576, 0.0901, 0.1015, 0.0914, 0.03, 0.0398, 0.1249, 0.0692, 0.0411, 0.0496, 0.0394, 0.0807, 0.1095, 0.1212, 0.1297, 0.0576, 0.0459, 0.0555, 0.0555, 0.0543, 0.0675, 0.0759, 0.1026, 0.168, 0.0886, 0.0634, 0.0807, 0.0795, 0.1679, 0.1669, 0.2071, 0.2262, 0.2142, 0.258, 0.268, 0.2217, 0.2432, 0.2432, 0.2599, 0.3087, 0.3084, 0.1875, 0.2029, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2046627486025273829", "ticker_idx": 0, "ts": "2026-04-21T16:29:51+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 reason enough to not even hold the stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid IREN: datacenter market too competitive, IREN has no moat vs private peers and other Texas DCs; author won't hold it.", "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": "A very rationale & fair take from @BenBajarin which is actually pro $IREN with slight criticism throws one of lead influencer of $IREN retailers into a meltdown.  \n\nFor me, it's reason enough to not even hold the stock.  \n\nTruth is, the datacenter game is extremely competitive. Just look at that chart. I'm watching private companies like Crusoe, Fluidstack, lambda, and others with tons of business, and customers. And if you watch all the DC being built, they're built in Ohio, Pennsylvania, even Alabama, and many other states. IREN is in Texas. Do you know how many other DC in texas?  Why bet on a high risk outcome when you can own a monopoly of something.", "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:1989725447362674827", "ticker_idx": 0, "ts": "2025-11-15T16:01:28+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 is the premier AI Factory in the 4th industrial revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN as the premier AI Factory; hyped after interview.", "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": "$iren is the premier AI Factory in the 4th industrial revolution.\n\nI'm kind of hyped after watching Daniel Roberts interview:\nhttps://t.co/alQrIYreLS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021936319740024524, "ret_signed_m1d": -0.021936319740024524, "alpha_spy_m1d": -0.031340556014585075, "alpha_c_m1d": -0.0413726811686318, "bench_spy_m1d": 0.009404236274560551, "bench_c_m1d": 0.019436361428607274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030373310089508276, "ret_signed_p1d": 0.030373310089508276, "alpha_spy_p1d": 0.038770771760193834, "alpha_c_p1d": 0.0319282160019031, "bench_spy_p1d": -0.008397461670685558, "bench_c_p1d": -0.0015549059123948217, "ret_p1w": 0.022780042913534082, "ret_signed_p1w": 0.022780042913534082, "alpha_spy_p1w": 0.018183086035382212, "alpha_c_p1w": 0.014228022871690671, "bench_spy_p1w": 0.00459695687815187, "bench_c_p1w": 0.008552020041843411, "ret_p1m": -0.22822188841274238, "ret_signed_p1m": -0.22822188841274238, "alpha_spy_p1m": -0.24805165013073427, "alpha_c_p1m": -0.290223827335912, "bench_spy_p1m": 0.01982976171799189, "bench_c_p1m": 0.06200193892316963, "ret_p3m": -0.15566338519020417, "ret_signed_p3m": -0.15566338519020417, "alpha_spy_p3m": -0.18212269758256416, "alpha_c_p3m": -0.16383949308787138, "bench_spy_p3m": 0.02645931239235999, "bench_c_p3m": 0.008176107897667206, "ret_p6m": 0.19299729076836014, "ret_signed_p6m": 0.19299729076836014, "alpha_spy_p6m": 0.0777551577781499, "alpha_c_p6m": 0.18179527397606665, "bench_spy_p6m": 0.11524213299021024, "bench_c_p6m": 0.01120201679229349, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22822188841274238, "alpha_spy_stated": -0.24805165013073427, "alpha_c_stated": -0.290223827335912, "price_path": [-0.5832, -0.5868, -0.548, -0.5123, -0.5151, -0.5285, -0.514, -0.4415, -0.4415, -0.386, -0.405, -0.4489, -0.4484, -0.4476, -0.3632, -0.2907, -0.3071, -0.2837, -0.2166, -0.2312, -0.2006, -0.2339, -0.185, -0.1162, -0.119, -0.0057, -0.0236, -0.1171, -0.0312, -0.0101, -0.007, -0.0082, 0.0643, 0.2181, 0.301, 0.2675, 0.3468, 0.2607, 0.3529, 0.4672, 0.4339, 0.3042, 0.2807, 0.2491, 0.1642, 0.0932, 0.1782, 0.3267, 0.3708, 0.3166, 0.2744, 0.228, 0.2814, 0.429, 0.4054, 0.6117, 0.4124, 0.3158, 0.2691, 0.2103, 0.1749, 0.0262, -0.0219, 0.0, 0.0304, -0.0333, -0.0831, -0.1086, 0.0228, 0.0013, 0.0219, 0.0219, 0.0084, 0.0228, -0.1327, -0.0728, -0.0202, -0.057, -0.0226, -0.012, -0.0736, -0.0732, -0.1536, -0.2516, -0.2282, -0.2875, -0.2449, -0.158, -0.1133, -0.1126, -0.1145, -0.1145, -0.15, -0.1687, -0.1922, -0.2033, -0.2033, -0.0993, 0.0175, -0.0316, -0.0798, -0.0365, -0.0291, 0.0616, 0.1177, 0.1154, 0.0945, 0.2196, 0.2196, 0.1445, 0.128, 0.1023, 0.1955, 0.1044, 0.2653, 0.3276, 0.2622, 0.1335, 0.1196, 0.1472, -0.0521, -0.1607, -0.1177, -0.0266, -0.0945, -0.1, -0.1557, -0.1095, -0.1095, -0.1358, -0.1124, -0.0869, -0.1567, -0.1065, -0.0413, -0.0713, -0.0669, -0.1363, -0.127, -0.1806, -0.0753, -0.1537, -0.2259, -0.1808, -0.196, -0.1145, -0.1274, -0.123, -0.0521, -0.0939, -0.1097, -0.1213, -0.1291, -0.1107, -0.1327, -0.1261, -0.2101, -0.2599, -0.3331, -0.2769, -0.281, -0.2666, -0.2666, -0.259, -0.2462, -0.2232, -0.2183, -0.1706, -0.0915, -0.0008, 0.0297, 0.0061, 0.015, 0.0276, -0.0472, 0.0207, 0.0972, 0.0681, 0.02, -0.0626, -0.096, -0.0401, -0.0369, 0.0437, 0.1546, 0.2862, 0.1991, 0.2909, 0.1633, 0.193]}
{"unit_id": "reply:2000952457774686662", "ticker_idx": 0, "ts": "2025-12-16T15:33:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yeah, its great price for you to get it. Glad you're on board. I have a lot research i can share u", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Endorses IREN as a good entry price; holds ongoing long position implied by research and encouragement.", "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": "@WealthyBeaver_ I still have 60 calls dec 2026 350. And 2500 shares. Very surprised it's the one saving me\n If i rotate the original 60 june 2026. It would be perfect 😂\n\nYeah, its great price for you to get it. Glad you're on board. I have a lot research i can share u", "reply_text": null, "parent_text": "@DeepValueBagger I got in on the hype with $IREN too and added yesterday again. It makes up about 2% of my portfolio.\n\nIt is a good thing you got shit rich from those $TSLA calls.", "quoted_text": null, "parent_author": "WealthyBeaver_", "ret_m1d": -0.03033617397438182, "ret_signed_m1d": -0.03033617397438182, "alpha_spy_m1d": -0.033075944955164194, "alpha_c_m1d": -0.03674182758714506, "bench_spy_m1d": 0.0027397709807823745, "bench_c_m1d": 0.00640565361276324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": "quote:2019480430840336863", "ticker_idx": 0, "ts": "2026-02-05T18:37:09+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 current price is a bargain and the process will help stabilize the market and sell when the market runs up many years from now", "tweet_type": "prediction", "timeline": "years", "summary": "BTC at current prices is a bargain; expects significant upside over many years as strategic reserve buying stabilizes and eventually sells into a major rally.", "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": "The Trump Administration should start buying Bitcoin for the Bitcoin Strategic Reserve. The current price is a bargain and the process will help stabilize the market and sell when the market runs up many years from now.", "reply_text": null, "parent_text": null, "quoted_text": "$BTC now lower than what it was before  November 2024 elections\n\njust round-tripped the most friendly crypto admin ever \n\nabsolutely incredible", "parent_author": null, "ret_m1d": 0.16454960606444025, "ret_signed_m1d": 0.16454960606444025, "alpha_spy_m1d": 0.15190236704340343, "alpha_c_m1d": 0.15190236704340343, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012647239021036816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1252476912623226, "ret_signed_p1d": 0.1252476912623226, "alpha_spy_p1d": 0.10606290478550262, "alpha_c_p1d": 0.10606290478550262, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": 0.05613442333374885, "ret_signed_p1w": 0.05613442333374885, "alpha_spy_p1w": 0.05074787613712406, "alpha_c_p1w": 0.05074787613712406, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": 0.08667005944590289, "ret_signed_p1m": 0.08667005944590289, "alpha_spy_p1m": 0.09440306795285514, "alpha_c_p1m": 0.09440306795285514, "bench_spy_p1m": -0.007733008506952244, "bench_c_p1m": -0.007733008506952244, "ret_p3m": 0.29065944701187174, "ret_signed_p3m": 0.29065944701187174, "alpha_spy_p3m": 0.21963636525055796, "alpha_c_p3m": 0.21963636525055796, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.07102308176131378, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.6905, 0.6426, 0.6214, 0.59, 0.5055, 0.4688, 0.4824, 0.4587, 0.3816, 0.3571, 0.4078, 0.393, 0.4436, 0.4559, 0.45, 0.3767, 0.4569, 0.4916, 0.4695, 0.4256, 0.4456, 0.4783, 0.4676, 0.4754, 0.4397, 0.3783, 0.401, 0.3739, 0.363, 0.4051, 0.4113, 0.3941, 0.3973, 0.3913, 0.3923, 0.3897, 0.4103, 0.3956, 0.4151, 0.4345, 0.4973, 0.4948, 0.4562, 0.4517, 0.4435, 0.4544, 0.5202, 0.5459, 0.5239, 0.5235, 0.4761, 0.4084, 0.4254, 0.4268, 0.4274, 0.4077, 0.421, 0.4224, 0.3486, 0.3417, 0.255, 0.2062, 0.1645, 0.0, 0.1252, 0.1183, 0.0972, 0.0684, 0.0561, 0.0982, 0.0979, 0.0764, 0.0594, 0.0679, 0.0846, 0.0305, 0.022, 0.0839, 0.0758, 0.0507, 0.0969, 0.0892, 0.1596, 0.1298, 0.0867, 0.0909, 0.1152, 0.1197, 0.1243, 0.1318, 0.1939, 0.1789, 0.1363, 0.115, 0.1247, 0.131, 0.1246, 0.1373, 0.0971, 0.058, 0.0636, 0.0882, 0.0857, 0.0668, 0.0674, 0.0982, 0.1473, 0.1343, 0.1446, 0.1639, 0.1879, 0.1831, 0.193, 0.1986, 0.2301, 0.21, 0.2177, 0.2472, 0.2483, 0.2353, 0.2339, 0.2177, 0.2085, 0.2169, 0.2468, 0.2731, 0.2907, 0.2986, 0.276, 0.2789, 0.3034, 0.2835, 0.2643, 0.2926, 0.261, 0.2273, 0.2241, 0.2353, 0.2366, 0.2039, 0.2325, 0.2093, 0.1857, 0.1728, 0.1702, 0.1374, 0.0638, 0.0209, 0.0175, -0.0284, 0.0062, -0.0169, -0.02, 0.0137, 0.0134, 0.0572, 0.0462, 0.0274, 0.0031, 0.0134, 0.0199, -0.0005, -0.0272, -0.0475, -0.0428, null, null, null, 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:2018712560531316928", "ticker_idx": 0, "ts": "2026-02-03T15:45:54+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This company is downward spiral. It's not a question of price. Talents will leave. Grifters come in. No progress for years.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PYPL: calls it a downward spiral regardless of price, citing talent flight and no progress ahead.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@10009nyny @petrakov47 @Couch_Investor This company is downward spiral. It's not a question of price. Talents will leave. Grifters come in. No progress for years. $pypl", "reply_text": null, "parent_text": "@petrakov47 @DeepValueBagger @Couch_Investor At what point does this massive retail capitulation become a long", "quoted_text": null, "parent_author": "10009nyny", "ret_m1d": 0.25491604219984176, "ret_signed_m1d": -0.25491604219984176, "alpha_spy_m1d": -0.24638855308745589, "alpha_c_m1d": -0.24557544802514308, "bench_spy_m1d": 0.008527489112385878, "bench_c_m1d": 0.00934059417469868, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01606714782832841, "ret_signed_p1d": 0.01606714782832841, "alpha_spy_p1d": 0.011223294102335024, "alpha_c_p1d": 0.024100100508986366, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": 0.008032952680657957, "ret_p1w": -0.0050359030066466914, "ret_signed_p1w": 0.0050359030066466914, "alpha_spy_p1w": 0.008792063162694985, "alpha_c_p1w": 0.0054096072792675365, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.00037370427262084505, "ret_p1m": 0.12449744996593815, "ret_signed_p1m": -0.12449744996593815, "alpha_spy_p1m": -0.13087856184629632, "alpha_c_p1m": -0.1624200596135319, "bench_spy_p1m": -0.00638111188035817, "bench_c_p1m": -0.03792260964759375, "ret_p3m": 0.2132545615230239, "ret_signed_p3m": -0.2132545615230239, "alpha_spy_p3m": -0.16526808049603758, "alpha_c_p3m": -0.23834536397010764, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": -0.025090802447083727, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12449744996593815, "alpha_spy_stated": -0.13087856184629632, "alpha_c_stated": -0.1624200596135319, "price_path": [0.5853, 0.5843, 0.5851, 0.6126, 0.6078, 0.5631, 0.5028, 0.4807, 0.4523, 0.4415, 0.3934, 0.4525, 0.4523, 0.4681, 0.4827, 0.4827, 0.5034, 0.5007, 0.5084, 0.4686, 0.4803, 0.4935, 0.4657, 0.4576, 0.4667, 0.4794, 0.4787, 0.4566, 0.4707, 0.4432, 0.4254, 0.4343, 0.4355, 0.4247, 0.4398, 0.4398, 0.4381, 0.4266, 0.4173, 0.4, 0.4, 0.3942, 0.4218, 0.4343, 0.4031, 0.3974, 0.3827, 0.3739, 0.3564, 0.3827, 0.3607, 0.3643, 0.3643, 0.3209, 0.3403, 0.3705, 0.3578, 0.3573, 0.3312, 0.2969, 0.2736, 0.2635, 0.2549, 0.0, -0.0161, -0.0432, -0.0307, -0.0132, -0.005, -0.0297, -0.0628, -0.0338, -0.0338, -0.0213, -0.006, 0.0007, -0.0012, 0.0564, 0.1276, 0.1348, 0.0918, 0.1082, 0.0942, 0.1122, 0.1245, 0.1459, 0.1298, 0.1103, 0.0829, 0.0961, 0.067, 0.08, 0.0925, 0.1096, 0.0725, 0.0629, 0.0586, 0.0942, 0.0634, 0.0788, 0.0872, 0.0485, 0.0745, 0.0879, 0.0735, 0.0906, 0.0906, 0.0939, 0.0793, 0.1028, 0.106, 0.0882, 0.1428, 0.1538, 0.1923, 0.1981, 0.2222, 0.2378, 0.2238, 0.232, 0.1967, 0.2142, 0.1971, 0.194, 0.2253, 0.206, 0.2133, 0.2121, 0.1182, 0.113, 0.1117, 0.0913, 0.0841, 0.093, 0.0879, 0.0834, 0.0682, 0.0676, 0.0543, 0.0674, 0.0656, 0.0639, 0.0639, 0.0622, 0.0526, 0.0694, 0.0764, 0.087, 0.0711, 0.0249, 0.0317, -0.0036, -0.0043, 0.0005, -0.0178, -0.0048, 0.0022, 0.0254, 0.0534, 0.0155, 0.0259, 0.0259, 0.0218, 0.0063, 0.0252, 0.0227, 0.0688, null, 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:1998503049262944600", "ticker_idx": 0, "ts": "2025-12-09T21:20:31+00:00", "symbol": "BPTRX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively funding $10K/mo into BPTRX and holds direct private SpaceX investment; bullish on both ahead of anticipated SpaceX IPO repricing.", "resolved_tickers": ["BPTRX"], "resolution_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": "I have private investment directly on SpaceX and also exposure on $BPTRX, a mutual fund from Barons. \n\nThey just had a major reprice in the private equity markets thanks to the anticipated SpaceX IPO. https://t.co/wkd8m5BKok", "reply_text": null, "parent_text": null, "quoted_text": "I'm funding a new account at $10K/mo to Baron Partners Fund $BPTRX (mutual fund), which holds $TSLA, SpaceX, X Holdings, and few other anchor stocks. \n\n&gt; I like Ron Baron conviction, and he's the few stock pickers remains from the era of Peter Lynch, etc. Most funds are https://t.co/NHtt9HRTKb", "parent_author": null, "ret_m1d": -0.007456512248693481, "ret_signed_m1d": -0.007456512248693481, "alpha_spy_m1d": -0.0008679737333420201, "alpha_c_m1d": -0.0008679737333420201, "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": 0.005926056917846756, "ret_signed_p1d": 0.005926056917846756, "alpha_spy_p1d": 0.0035991108863826504, "alpha_c_p1d": 0.0035991108863826504, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0023269460314641055, "ret_p1w": 0.023258539606054063, "ret_signed_p1w": 0.023258539606054063, "alpha_spy_p1w": 0.04677619675680811, "alpha_c_p1w": 0.04677619675680811, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.023517657150754046, "ret_p1m": 0.0032384799919285, "ret_signed_p1m": 0.0032384799919285, "alpha_spy_p1m": -0.002546215831347398, "alpha_c_p1m": -0.002546215831347398, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.005784695823275898, "ret_p3m": 0.0008057558264709108, "ret_signed_p3m": 0.0008057558264709108, "alpha_spy_p3m": 0.01141681948014317, "alpha_c_p3m": 0.01141681948014317, "bench_spy_p3m": -0.010611063653672259, "bench_c_p3m": -0.010611063653672259, "ret_p6m": 0.062301763437489166, "ret_signed_p6m": 0.062301763437489166, "alpha_spy_p6m": -0.045077603770669716, "alpha_c_p6m": -0.045077603770669716, "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": 0.0032384799919285, "alpha_spy_stated": -0.002546215831347398, "alpha_c_stated": -0.002546215831347398, "price_path": [-0.1797, -0.1716, -0.165, -0.1622, -0.1677, -0.163, -0.1595, -0.1668, -0.1564, -0.1716, -0.1557, -0.1526, -0.1529, -0.1473, -0.1606, -0.1627, -0.1497, -0.1658, -0.1624, -0.1666, -0.1877, -0.1677, -0.1706, -0.1714, -0.1811, -0.1728, -0.1623, -0.1597, -0.1639, -0.1575, -0.1692, -0.154, -0.1507, -0.1629, -0.1786, -0.1684, -0.157, -0.1774, -0.1628, -0.1748, -0.1786, -0.1675, -0.1671, -0.171, -0.1952, -0.1969, -0.203, -0.2084, -0.1999, -0.209, -0.2019, -0.1831, -0.1726, -0.169, -0.169, -0.1659, -0.1716, -0.1735, -0.1601, -0.1589, 0.0028, -0.0129, -0.0075, 0.0, 0.0059, 0.0163, 0.0263, 0.0351, 0.0233, 0.0305, 0.0345, 0.044, 0.0387, 0.0387, 0.0387, 0.0324, 0.0212, 0.0161, 0.0081, 0.0081, -0.0038, 0.0099, 0.0042, -0.0031, 0.0032, 0.0063, 0.0082, 0.0061, 0.0033, 0.0002, -0.0001, -0.0001, -0.0252, -0.0097, 0.0056, 0.0022, -0.0053, -0.0158, -0.0151, -0.0335, -0.0272, -0.0362, 0.0158, 0.0111, -0.0029, 0.0097, 0.0105, 0.0194, 0.0142, 0.0001, 0.0011, 0.0011, -0.004, 0.0073, 0.0069, 0.0082, -0.0145, 0.0014, 0.0086, 0.0138, 0.0056, 0.0067, 0.0047, 0.0152, 0.0147, 0.0036, 0.0008, -0.0093, -0.0071, -0.0256, -0.0261, -0.0208, -0.011, -0.024, -0.0347, -0.0466, -0.0335, -0.0411, -0.0419, -0.0499, -0.0656, -0.0659, -0.0463, -0.0423, -0.0498, -0.0498, -0.0521, -0.0611, -0.056, -0.059, -0.0678, -0.05, -0.0418, -0.0149, -0.0181, -0.0041, -0.0049, -0.0091, -0.0119, -0.0332, -0.0342, -0.035, -0.0368, -0.0428, -0.0405, -0.0374, -0.0408, -0.0456, -0.0391, -0.0252, -0.0216, -0.0235, -0.0291, -0.035, -0.0358, -0.039, -0.0306, -0.0372, -0.0245, -0.0183, -0.0082, -0.0082, -0.0043, -0.0029, 0.0077, 0.0083, 0.0185, 0.0061, -0.0037, 0.0623]}
{"unit_id": "quote:2049639372962590952", "ticker_idx": 0, "ts": "2026-04-29T23:58:01+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "And this is why you need $be. They'll truck you in fuel you can burn without a turbine.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Bloom Energy as the turbine-free power solution for AI data centers amid gas turbine supply crunch.", "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": "quote", "lang": "en", "tweet_text": "And this is why you need $be.\n\nThey'll truck you in fuel you can burn without a turbine.", "reply_text": null, "parent_text": null, "quoted_text": "You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire https://t.co/vv41Yaqu5w", "parent_author": null, "ret_m1d": 0.01626911387442731, "ret_signed_m1d": 0.01626911387442731, "alpha_spy_m1d": 0.02612072745718841, "alpha_c_m1d": 0.04290451263875228, "bench_spy_m1d": -0.009851613582761098, "bench_c_m1d": -0.02663539876432497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025268224280947882, "ret_signed_p1d": 0.025268224280947882, "alpha_spy_p1d": 0.022499128988597183, "alpha_c_p1d": 0.03454765918064073, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": -0.009279434899692851, "ret_p1w": -0.08723874922725994, "ret_signed_p1w": -0.08723874922725994, "alpha_spy_p1w": -0.10521670937105432, "alpha_c_p1w": -0.08391645428706129, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": -0.0033222949401986446, "ret_p1m": 0.005787742565001697, "ret_signed_p1m": 0.005787742565001697, "alpha_spy_p1m": -0.046838010472501024, "alpha_c_p1m": 0.01409339229761386, "bench_spy_p1m": 0.05262575303750272, "bench_c_p1m": -0.008305649732612164, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005787742565001697, "alpha_spy_stated": -0.046838010472501024, "alpha_c_stated": 0.01409339229761386, "price_path": [-0.449, -0.404, -0.48, -0.5179, -0.4952, -0.4524, -0.4752, -0.4511, -0.5094, -0.5068, -0.5068, -0.4872, -0.445, -0.4389, -0.4793, -0.4344, -0.4135, -0.3832, -0.4051, -0.4506, -0.4142, -0.46, -0.4185, -0.4354, -0.5229, -0.466, -0.4565, -0.4381, -0.4453, -0.4547, -0.4577, -0.4352, -0.4474, -0.4117, -0.4702, -0.5012, -0.4852, -0.4699, -0.5288, -0.5298, -0.5782, -0.5218, -0.5326, -0.5214, -0.5214, -0.5236, -0.5204, -0.482, -0.4349, -0.4117, -0.3765, -0.227, -0.2453, -0.2587, -0.2664, -0.2297, -0.2204, -0.1892, -0.1616, -0.1842, -0.1718, -0.2011, 0.0163, 0.0, 0.0253, 0.0186, 0.042, 0.0074, -0.0872, -0.0788, 0.002, -0.0094, 0.0226, 0.0708, -0.0262, -0.087, -0.0777, -0.0037, 0.0865, 0.0675, 0.0675, 0.0672, 0.0368, 0.0235, 0.0058, -0.0348, 0.0688, 0.014, 0.0283, -0.0697, -0.1051, -0.0838, -0.1734, -0.1217, -0.0817, -0.0313, -0.0088, 0.0058, 0.1607, 0.1607, 0.2205, 0.1363, 0.1512, 0.0911, -0.1106, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019840800046104958", "ticker_idx": 0, "ts": "2026-02-06T18:29:08+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 is looking like better run than $iren", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still long NBIS, prefers it over IREN; bearish on IREN after disappointing earnings call.", "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 Yes. $nbis is looking like better run than $iren. I didnt like the ER call. It felt like a startup pitching event.", "reply_text": null, "parent_text": "@DeepValueBagger Still in $NBIS?", "quoted_text": null, "parent_author": "Sandeman52", "ret_m1d": -0.1420440876223129, "ret_signed_m1d": -0.1420440876223129, "alpha_spy_m1d": -0.12322042901655694, "alpha_c_m1d": -0.14593149255099058, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": 0.0038874049286776735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07874563181711003, "ret_signed_p1d": 0.07874563181711003, "alpha_spy_p1d": 0.0739239051005327, "alpha_c_p1d": 0.06907050585910501, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.009675125958005015, "ret_p1w": 0.13832757111707905, "ret_signed_p1w": 0.13832757111707905, "alpha_spy_p1w": 0.15117111581387266, "alpha_c_p1w": 0.14852107960227845, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.010193508485199398, "ret_p1m": 0.10267136032461344, "ret_signed_p1m": 0.10267136032461344, "alpha_spy_p1m": 0.12055386265418178, "alpha_c_p1m": 0.08712193947787994, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": 0.015549420846733497, "ret_p3m": 1.265853656159221, "ret_signed_p3m": 1.265853656159221, "alpha_spy_p3m": 1.2003847892143567, "alpha_c_p3m": 1.2488833899048297, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.016970266254391353, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10267136032461344, "alpha_spy_stated": 0.12055386265418178, "alpha_c_stated": 0.08712193947787994, "price_path": [0.1872, 0.0959, 0.0294, -0.0297, -0.0014, 0.0516, 0.1042, -0.017, -0.033, 0.0674, 0.0323, 0.0998, 0.0998, 0.1019, 0.1632, 0.1202, 0.1489, 0.194, 0.1387, 0.1653, 0.1197, 0.087, 0.095, 0.0185, -0.0576, -0.0598, -0.1237, -0.093, 0.039, 0.0828, 0.0456, 0.0584, 0.0584, 0.0173, -0.0007, -0.0108, -0.0278, -0.0278, 0.0447, 0.0782, 0.1642, 0.1174, 0.1301, 0.1374, 0.2466, 0.2245, 0.1844, 0.2066, 0.2628, 0.2628, 0.1532, 0.1483, 0.1249, 0.0976, 0.0623, 0.1367, 0.1664, 0.1023, -0.0106, 0.0239, 0.0447, -0.0431, -0.142, 0.0, 0.0787, 0.0661, 0.0292, 0.0422, 0.1383, 0.1383, 0.1326, 0.1823, 0.2498, 0.1373, 0.1685, 0.1914, 0.2325, 0.2181, 0.0591, 0.057, 0.0081, 0.1357, 0.1109, 0.0375, 0.1027, 0.12, 0.3008, 0.2548, 0.3118, 0.5081, 0.3511, 0.377, 0.4114, 0.3661, 0.3258, 0.3346, 0.3367, 0.2308, 0.171, 0.0715, 0.2051, 0.1841, 0.2639, 0.2639, 0.3071, 0.3635, 0.4518, 0.5834, 0.6837, 0.7951, 0.8808, 0.9369, 0.9203, 0.8251, 0.8485, 0.8182, 0.8135, 0.8244, 0.7092, 0.6836, 0.5739, 0.6398, 0.6055, 0.7943, 1.049, 1.0432, 1.2659, 1.146, 1.0563, 1.1614, 1.0803, 1.4073, 1.5685, 1.5545, 1.3213, 1.2965, 1.2279, 1.5544, 1.4944, 1.4944, 1.4165, 1.4201, 1.6288, 1.684, 2.0721, 2.0265, 1.9231, 2.0159, 1.6459, 1.5319, 1.5566, 1.4587, 1.5812, 1.6987, 2.0206, 2.079, 2.2626, 2.3297, 2.3297, 2.294, 2.1969, 2.0158, 1.9806, 1.7909, null, null, null, null, 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:2042022622938955781", "ticker_idx": 0, "ts": "2026-04-08T23:31:46+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS executive team is getting things done!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on NBIS; endorses management execution via reported AI21 acquisition talks.", "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": "$NBIS executive team is getting things done! 💛", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS is reportedly in talks to acquire Israeli AI startup AI21. https://t.co/94k9yAre2r", "parent_author": null, "ret_m1d": -0.08310717874921802, "ret_signed_m1d": -0.08310717874921802, "alpha_spy_m1d": -0.07737125171461634, "alpha_c_m1d": -0.07908160335574765, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.004025575393470371, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0633756273278383, "ret_signed_p1d": 0.0633756273278383, "alpha_spy_p1d": 0.06403740275439684, "alpha_c_p1d": 0.06617606543725241, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": -0.002800438109414105, "ret_p1w": 0.21279244566273992, "ret_signed_p1w": 0.21279244566273992, "alpha_spy_p1w": 0.180802853348083, "alpha_c_p1w": 0.17288692220941382, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0399055234533261, "ret_p1m": 0.29868701440468626, "ret_signed_p1m": 0.29868701440468626, "alpha_spy_p1m": 0.21380803839708307, "alpha_c_p1m": 0.275321245926581, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.02336576847810523, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29868701440468626, "alpha_spy_stated": 0.21380803839708307, "alpha_c_stated": 0.275321245926581, "price_path": [-0.2127, -0.2267, -0.252, -0.238, -0.2024, -0.2024, -0.2717, -0.2748, -0.2896, -0.3068, -0.3291, -0.2821, -0.2633, -0.3038, -0.3751, -0.3533, -0.3402, -0.3957, -0.4582, -0.3684, -0.3187, -0.3267, -0.35, -0.3418, -0.2811, -0.2811, -0.2847, -0.2533, -0.2107, -0.2817, -0.262, -0.2476, -0.2216, -0.2307, -0.3311, -0.3324, -0.3633, -0.2828, -0.2984, -0.3448, -0.3036, -0.2927, -0.1785, -0.2075, -0.1715, -0.0475, -0.1467, -0.1303, -0.1086, -0.1372, -0.1627, -0.1571, -0.1558, -0.2227, -0.2605, -0.3233, -0.2389, -0.2522, -0.2018, -0.2018, -0.1745, -0.1389, -0.0831, 0.0, 0.0634, 0.1337, 0.1879, 0.2233, 0.2128, 0.1526, 0.1675, 0.1483, 0.1453, 0.1522, 0.0794, 0.0633, -0.006, 0.0356, 0.0139, 0.1332, 0.2941, 0.2904, 0.431, 0.3553, 0.2987, 0.3651, 0.3138, 0.5204, 0.6222, 0.6133, 0.466, 0.4504, 0.407, 0.6132, 0.5754, 0.5754, 0.5261, 0.5284, 0.6602, 0.6951, 0.9402, 0.9114, 0.8461, 0.9047, 0.671, 0.5991, 0.6146, 0.5528, 0.6302, 0.7044, 0.9077, 0.9445, 1.0605, 1.1029, 1.1029, 1.0803, 1.019, 0.9046, 0.8824, 0.7626, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049458705406611577", "ticker_idx": 0, "ts": "2026-04-29T12:00:07+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My worry is not earnings itself, but growth for $hood and $sofi in next few quarters.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish on HOOD and SOFI: growth concerns over the next few quarters, beyond the current earnings.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "My worry is not earnings itself, but growth for $hood and $sofi in next few quarters.", "reply_text": null, "parent_text": null, "quoted_text": "$SOFI down over 8% despite a revenue beat and in-line EPS as the market wanted a guidance raise that didn’t come. https://t.co/FiuH8uj6F6", "parent_author": null, "ret_m1d": 0.15266858444507836, "ret_signed_m1d": -0.15266858444507836, "alpha_spy_m1d": -0.15251405124327166, "alpha_c_m1d": -0.15401681074153695, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.0013482262964585878, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023735990362959924, "ret_signed_p1d": -0.023735990362959924, "alpha_spy_p1d": -0.013786356835395086, "alpha_c_p1d": -0.01969123774361048, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.004044752619349445, "ret_p1w": 0.11025289943793215, "ret_signed_p1w": -0.11025289943793215, "alpha_spy_p1w": -0.07898447767425676, "alpha_c_p1w": -0.11179370842532099, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": -0.001540808987388842, "ret_p1m": 0.19157303334667053, "ret_signed_p1m": -0.19157303334667053, "alpha_spy_p1m": -0.13111606740356962, "alpha_c_p1m": -0.20409223539665866, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": -0.012519202049988132, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.3972, 0.2628, 0.2229, 0.1323, 0.0208, 0.1632, 0.2157, 0.2022, 0.0951, -0.0011, 0.067, 0.067, 0.0596, 0.0563, 0.0625, 0.069, 0.0081, 0.0308, 0.0889, 0.1159, 0.0653, 0.1065, 0.0684, 0.1546, 0.1315, 0.0827, 0.1145, 0.1029, 0.1052, 0.0691, 0.0308, 0.0577, 0.0864, 0.052, 0.0416, -0.0044, 0.0181, -0.0298, 0.0188, -0.0119, -0.0728, -0.0848, -0.0267, -0.0153, -0.0323, -0.0323, -0.0199, -0.0218, 0.0088, -0.0152, -0.0282, 0.0066, 0.1108, 0.2264, 0.2198, 0.2746, 0.282, 0.2139, 0.242, 0.1733, 0.1897, 0.1791, 0.1527, 0.0, 0.0237, 0.0346, 0.0751, 0.0819, 0.1103, 0.0713, 0.0819, 0.1346, 0.0993, 0.0779, 0.1334, 0.0834, 0.0836, 0.0416, 0.064, 0.0663, 0.0343, 0.0343, 0.0406, 0.0706, 0.1916, 0.3244, 0.2743, 0.2382, 0.1636, 0.2406, 0.1583, 0.1944, 0.1765, 0.2129, 0.2954, 0.3088, 0.3781, 0.3583, 0.4775, 0.519, 0.519, 0.4847, 0.4501, 0.365, 0.3128, 0.3861, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049458705406611577", "ticker_idx": 1, "ts": "2026-04-29T12:00:07+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My worry is not earnings itself, but growth for $hood and $sofi in next few quarters.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish on HOOD and SOFI: growth concerns over the next few quarters, beyond the current earnings.", "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": "quote", "lang": "en", "tweet_text": "My worry is not earnings itself, but growth for $hood and $sofi in next few quarters.", "reply_text": null, "parent_text": null, "quoted_text": "$SOFI down over 8% despite a revenue beat and in-line EPS as the market wanted a guidance raise that didn’t come. https://t.co/FiuH8uj6F6", "parent_author": null, "ret_m1d": 0.1826087640245413, "ret_signed_m1d": -0.1826087640245413, "alpha_spy_m1d": -0.1824542308227346, "alpha_c_m1d": -0.18395699032099988, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.0013482262964585878, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.037037087089724974, "ret_signed_p1d": -0.037037087089724974, "alpha_spy_p1d": -0.027087453562160135, "alpha_c_p1d": -0.03299233447037553, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.004044752619349445, "ret_p1w": 0.04991946135736147, "ret_signed_p1w": -0.04991946135736147, "alpha_spy_p1w": -0.01865103959368608, "alpha_c_p1w": -0.051460270344750314, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": -0.001540808987388842, "ret_p1m": 0.09307566700996905, "ret_signed_p1m": -0.09307566700996905, "alpha_spy_p1m": -0.03261870106686815, "alpha_c_p1m": -0.10559486905995719, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": -0.012519202049988132, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.4692, 0.4222, 0.4016, 0.3366, 0.2535, 0.3436, 0.3752, 0.3643, 0.3237, 0.2432, 0.2631, 0.2631, 0.2567, 0.2586, 0.2432, 0.2251, 0.1736, 0.2019, 0.2425, 0.2303, 0.144, 0.1845, 0.1987, 0.2045, 0.2399, 0.2174, 0.2103, 0.1781, 0.1936, 0.1401, 0.144, 0.1356, 0.1188, 0.1066, 0.1002, 0.0886, 0.1047, 0.0757, 0.0667, 0.0222, -0.019, -0.0242, 0.0229, 0.0068, 0.0209, 0.0209, 0.048, 0.0377, 0.0622, 0.048, 0.0448, 0.0982, 0.1536, 0.2103, 0.2258, 0.2515, 0.256, 0.2129, 0.2277, 0.18, 0.1878, 0.2084, 0.1826, 0.0, 0.037, 0.0583, 0.0435, 0.0319, 0.0499, 0.0306, 0.0145, 0.0473, 0.0242, -0.0138, 0.0319, 0.0055, 0.0119, -0.019, 0.0106, 0.0081, 0.0061, 0.0061, 0.0293, 0.0415, 0.0931, 0.1736, 0.1968, 0.1427, 0.0744, 0.1047, 0.0325, 0.0628, 0.0609, 0.0222, 0.0738, 0.068, 0.1034, 0.1407, 0.1221, 0.1536, 0.1536, 0.1014, 0.1137, 0.115, 0.1143, 0.1517, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2000998941140119962", "ticker_idx": 0, "ts": "2025-12-16T18:38:18+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they are taking the least risky approach. Short term leasing deals (5 years instead of 10 yrs). Earn more with GPUaaS -- this is capex intensive. They are funding with prepayment (lower financial cost) + financing + cash generating business. Look at their balance sheet. It looks clean.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: least-risky capex approach, clean balance sheet, GPUaaS upside with lower financial cost funding.", "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": "It's definitely extremely high capital ex for their size. But they are taking the least risky approach. Short term leasing deals (5 years instead of 10 yrs). Earn more with GPUaaS -- this is capex intensive. They are funding with prepayment (lower financial cost) + financing + cash generating business. Look at their balance sheet. It looks clean.", "reply_text": null, "parent_text": "@DeepValueBagger My original point was that this is a complicated financial mess that $IREN has itself in and I thought you were saying that you were going to trust they know what they’re doing because of the guy running it and where his degree is from. 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{"unit_id": "thread:1988041479823257810", "ticker_idx": 0, "ts": "2025-11-11T00:29:59+00:00", "symbol": "SNAP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Snap+ is a great way to ramp up revenue and build loyalty. $3.99 cheap affordable … P/s valuation all good, very peter lynch deep value ish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SNAP: Snap+ drives revenue/loyalty at $3.99, Perplexity adds value, P/S valuation seen as deep-value attractive.", "resolved_tickers": ["SNAP"], "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": "@RiskSeekngbhvr @Jack64128896 Thanks. A lot to cover but I'll share 2 insights:\n\n1.  The Snap+ is a great way to ramp up revenue and build loyalty. $3.99 cheap affordable\n\n2. Perplexity will further add value to Snap+, loyalty. And they're getting paid for it.\n\n---\n\n@RiskSeekngbhvr @Jack64128896 yes, and P/s valuation all good, very peter lynch deep value ish", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007990941400633944, "ret_signed_m1d": -0.007990941400633944, "alpha_spy_m1d": -0.0057069927355969385, "alpha_c_m1d": 6.50416243865859e-05, "bench_spy_m1d": -0.0022839486650370056, "bench_c_m1d": -0.00805598302502053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0376712231830818, "ret_signed_p1d": 0.0376712231830818, "alpha_spy_p1d": 0.03711483281671746, "alpha_c_p1d": 0.043450487508956526, "bench_spy_p1d": 0.0005563903663643455, "bench_c_p1d": -0.005779264325874722, "ret_p1w": -0.05821920268910019, "ret_signed_p1w": -0.05821920268910019, "alpha_spy_p1w": -0.024661430041827304, "alpha_c_p1w": -0.0372910931509749, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928109538125295, "ret_p1m": -0.095890425872182, "ret_signed_p1m": -0.095890425872182, "alpha_spy_p1m": -0.10258161696474621, "alpha_c_p1m": -0.12102183284699164, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131406974809645, "ret_p3m": -0.4041096285612822, "ret_signed_p3m": -0.4041096285612822, "alpha_spy_p3m": -0.4182541979705523, "alpha_c_p3m": -0.4210515085634501, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.016941880002167897, "ret_p6m": -0.30251141850776975, "ret_signed_p6m": -0.30251141850776975, "alpha_spy_p6m": -0.3830508837945523, "alpha_c_p6m": -0.33671107297881564, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.03419965447104589, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.095890425872182, "alpha_spy_stated": -0.10258161696474621, "alpha_c_stated": -0.12102183284699164, "price_path": [-0.1918, -0.1838, -0.1621, -0.1804, -0.1826, -0.1952, -0.1781, -0.2009, -0.1986, -0.2021, -0.1895, -0.1849, -0.1849, -0.1632, -0.1724, -0.1906, -0.1655, -0.1758, -0.1689, -0.1952, -0.1678, -0.1621, -0.1484, -0.1164, -0.0879, -0.0365, -0.0685, -0.0263, -0.0388, -0.0616, -0.0491, -0.0559, -0.0411, -0.1199, -0.1199, -0.0616, -0.0251, -0.0274, -0.0719, -0.0377, -0.0434, -0.1119, -0.0811, -0.0959, -0.097, -0.1142, -0.1267, -0.1176, -0.1039, -0.113, -0.1016, -0.0925, -0.097, -0.1164, -0.1164, -0.1324, -0.1096, -0.1073, -0.1473, -0.1667, -0.0856, -0.0628, -0.008, 0.0, 0.0377, -0.0205, -0.0217, -0.0662, -0.0582, -0.0833, -0.1119, -0.1221, -0.1233, -0.1279, -0.1313, -0.1313, -0.1233, -0.1279, -0.1301, -0.1256, -0.1142, -0.097, -0.0833, -0.0959, -0.0959, -0.1279, -0.1655, -0.1712, -0.1587, -0.1438, -0.129, -0.1358, -0.0936, -0.1084, -0.1039, -0.1039, -0.1027, -0.1005, -0.0788, -0.0788, -0.0788, -0.0719, -0.0582, 0.0034, -0.016, -0.0411, -0.0628, -0.0651, -0.0879, -0.0982, -0.1142, -0.1404, -0.1404, -0.161, -0.1587, -0.1256, -0.1301, -0.137, -0.1484, -0.1244, -0.1735, -0.2089, -0.2397, -0.3037, -0.3253, -0.4155, -0.4041, -0.4075, -0.403, -0.4304, -0.4498, -0.4486, -0.4486, -0.46, -0.4429, -0.4292, -0.4132, -0.4372, -0.4326, -0.4212, -0.3995, -0.4053, -0.3995, -0.4007, -0.387, -0.3904, -0.411, -0.4144, -0.4395, -0.4452, -0.4692, -0.4795, -0.4658, -0.4692, -0.4726, -0.4795, -0.4886, -0.4852, -0.5023, -0.4874, -0.5422, -0.5514, -0.5411, -0.4749, -0.4406, -0.4715, -0.4715, -0.4623, -0.4521, -0.46, -0.4349, -0.4498, -0.4121, -0.3607, -0.3105, -0.3128, -0.3116, -0.3151, -0.3562, -0.3333, -0.3642, -0.355, -0.3082, -0.3208, -0.3174, -0.3071, -0.282, -0.2957, -0.3025, -0.3025]}
{"unit_id": "orig:2014733327412998227", "ticker_idx": 0, "ts": "2026-01-23T16:13:51+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 a tier 1 growth stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on TE as a tier-1 growth stock; surprised by its price action.", "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 a tier 1 growth stock. I'm constantly suprised by its price action. https://t.co/0amrZXX3Sz", "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": "quote:2014333133387149329", "ticker_idx": 0, "ts": "2026-01-22T13:43:38+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is not an EV company, it's a robotic company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Each named stock is undervalued due to miscategorization; rerating upside implied for TSLA, IREN, RKLB, and INTC.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I love the concept of \"Find a a company that is miscategorized\".\n\n$TSLA is not an EV company, it's a robotic company.\n$IREN is not a Bitcoin mining company, it's AI infra.\n$RKLB is not a space launch company, it's space end-to-end company.\n$INTC is not a PC chip company, it's a fab/design/chip company.", "reply_text": null, "parent_text": null, "quoted_text": "This video is pure alpha gold.  Find a company that is miss categorized.  \n\n$IREN is not a bitcoin miner with AI ambitions.  Full rerating is coming in 2026.", "parent_author": null, "ret_m1d": -0.03987890220384516, "ret_signed_m1d": -0.03987890220384516, "alpha_spy_m1d": -0.034682785189195875, "alpha_c_m1d": -0.02992945777539968, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.009949444428445475, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006675890216037983, "ret_signed_p1d": -0.0006675890216037983, "alpha_spy_p1d": -0.0010303242105774713, "alpha_c_p1d": -0.0048267154145306135, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": 0.004159126392926815, "ret_p1w": -0.0729926759440035, "ret_signed_p1w": -0.0729926759440035, "alpha_spy_p1w": -0.08033679443737973, "alpha_c_p1w": -0.06133064271034783, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.011662033233655666, "ret_p1m": -0.08354098996592652, "ret_signed_p1m": -0.08354098996592652, "alpha_spy_p1m": -0.08419414485812693, "alpha_c_p1m": -0.0413781967651321, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": -0.04216279320079441, "ret_p3m": -0.14006581354720815, "ret_signed_p3m": -0.14006581354720815, "alpha_spy_p3m": -0.16477312953212775, "alpha_c_p3m": -0.11224809896339161, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": -0.027817714583816544, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08354098996592652, "alpha_spy_stated": -0.08419414485812693, "alpha_c_stated": -0.0413781967651321, "price_path": [0.0068, 0.0249, 0.027, -0.0206, 0.016, 0.0423, -0.0113, 0.0283, -0.0077, -0.0442, -0.0092, -0.0217, -0.0417, -0.1054, -0.1002, -0.09, -0.1071, -0.101, -0.1205, -0.1297, -0.0703, -0.0667, -0.0507, -0.0507, -0.0427, -0.0428, -0.0448, -0.0058, 0.0115, 0.0126, -0.0218, -0.0093, 0.0047, -0.0055, 0.0214, 0.0577, 0.0902, 0.0398, 0.0757, 0.0709, 0.0876, 0.0806, 0.0802, 0.0802, 0.0575, 0.0229, 0.0113, 0.0008, 0.0008, -0.0251, 0.0051, -0.0365, -0.0399, -0.0302, -0.0097, -0.0009, -0.0048, -0.0226, -0.024, -0.0264, -0.0264, -0.067, -0.0399, 0.0, -0.0007, -0.0315, -0.0411, -0.0398, -0.073, -0.0422, -0.0613, -0.061, -0.0965, -0.1161, -0.0851, -0.0713, -0.0537, -0.0469, -0.0719, -0.071, -0.071, -0.0862, -0.0847, -0.0838, -0.0835, -0.1102, -0.089, -0.0711, -0.0908, -0.1043, -0.1025, -0.1267, -0.0966, -0.0975, -0.1171, -0.1128, -0.1115, -0.0924, -0.1209, -0.1294, -0.1197, -0.1115, -0.1259, -0.1537, -0.1811, -0.1525, -0.1476, -0.1411, -0.1719, -0.1948, -0.2094, -0.1727, -0.1515, -0.1975, -0.1975, -0.2148, -0.2286, -0.2361, -0.2309, -0.2235, -0.2157, -0.1895, -0.1278, -0.1345, -0.1085, -0.1265, -0.1401, -0.1376, -0.1683, -0.1626, -0.1573, -0.1632, -0.1704, -0.1507, -0.1303, -0.1265, -0.1335, -0.1127, -0.0836, -0.0468, -0.0097, -0.0354, -0.0091, -0.0135, -0.0604, -0.0876, -0.1007, -0.0714, -0.0701, -0.052, -0.052, -0.0351, -0.02, -0.0162, -0.0302, -0.0745, -0.057, -0.0571, -0.0688, -0.1299, -0.0899, -0.1172, -0.1508, -0.1117, -0.0955, -0.085, -0.0995, -0.1179, -0.1088, -0.1088, -0.0986, -0.1508, -0.1643, -0.1652, -0.155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014333133387149329", "ticker_idx": 1, "ts": "2026-01-22T13:43:38+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 is not a Bitcoin mining company, it's AI infra.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Each named stock is undervalued due to miscategorization; rerating upside implied for TSLA, IREN, RKLB, and INTC.", "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 love the concept of \"Find a a company that is miscategorized\".\n\n$TSLA is not an EV company, it's a robotic company.\n$IREN is not a Bitcoin mining company, it's AI infra.\n$RKLB is not a space launch company, it's space end-to-end company.\n$INTC is not a PC chip company, it's a fab/design/chip company.", "reply_text": null, "parent_text": null, "quoted_text": "This video is pure alpha gold.  Find a company that is miss categorized.  \n\n$IREN is not a bitcoin miner with AI ambitions.  Full rerating is coming in 2026.", "parent_author": null, "ret_m1d": 0.023344838497639797, "ret_signed_m1d": 0.023344838497639797, "alpha_spy_m1d": 0.02854095551228908, "alpha_c_m1d": 0.029849238511912346, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.006504400014272549, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08457715510146424, "ret_signed_p1d": 0.08457715510146424, "alpha_spy_p1d": 0.08421441991249057, "alpha_c_p1d": 0.09832925996987141, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.013752104868407167, "ret_p1w": 0.14504405041152535, "ret_signed_p1w": 0.14504405041152535, "alpha_spy_p1w": 0.1376999319181491, "alpha_c_p1w": 0.14987585364761502, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": -0.004831803236089671, "ret_p1m": -0.23497893558555716, "ret_signed_p1m": -0.23497893558555716, "alpha_spy_p1m": -0.23563209047775757, "alpha_c_p1m": -0.21044823123217915, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": -0.024530704353378008, "ret_p3m": -0.13566782204940342, "ret_signed_p3m": -0.13566782204940342, "alpha_spy_p3m": -0.16037513803432302, "alpha_c_p3m": -0.11260220407062194, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": -0.023065617978781483, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23497893558555716, "alpha_spy_stated": -0.23563209047775757, "alpha_c_stated": -0.21044823123217915, "price_path": [0.2436, 0.1944, 0.1561, 0.114, 0.1625, 0.2964, 0.275, 0.4621, 0.2813, 0.1936, 0.1514, 0.098, 0.0658, -0.0691, -0.1127, -0.0928, -0.0653, -0.123, -0.1682, -0.1914, -0.0721, -0.0917, -0.0729, -0.0729, -0.0852, -0.0721, -0.2132, -0.1588, -0.1112, -0.1445, -0.1133, -0.1037, -0.1596, -0.1592, -0.2321, -0.3211, -0.2998, -0.3536, -0.315, -0.2361, -0.1956, -0.195, -0.1967, -0.1967, -0.2289, -0.2459, -0.2671, -0.2773, -0.2773, -0.1829, -0.0769, -0.1215, -0.1652, -0.1259, -0.1192, -0.0369, 0.014, 0.0119, -0.0071, 0.1064, 0.1064, 0.0383, 0.0233, 0.0, 0.0846, 0.0019, 0.1479, 0.2044, 0.145, 0.0283, 0.0157, 0.0408, -0.1401, -0.2386, -0.1996, -0.1169, -0.1785, -0.1835, -0.234, -0.1921, -0.1921, -0.216, -0.1948, -0.1716, -0.235, -0.1894, -0.1303, -0.1575, -0.1535, -0.2164, -0.208, -0.2566, -0.1611, -0.2322, -0.2977, -0.2568, -0.2706, -0.1967, -0.2084, -0.2044, -0.1401, -0.178, -0.1923, -0.2028, -0.2099, -0.1933, -0.2132, -0.2072, -0.2834, -0.3285, -0.3949, -0.344, -0.3477, -0.3347, -0.3347, -0.3278, -0.3161, -0.2953, -0.2909, -0.2476, -0.1759, -0.0936, -0.0658, -0.0873, -0.0792, -0.0677, -0.1357, -0.0741, -0.0046, -0.031, -0.0746, -0.1496, -0.1799, -0.1292, -0.1263, -0.0532, 0.0475, 0.1669, 0.0878, 0.1711, 0.0553, 0.0823, 0.0557, 0.1175, 0.013, -0.0344, -0.0865, 0.0086, 0.111, 0.0874, 0.0874, 0.1439, 0.2981, 0.2256, 0.2158, 0.2501, 0.2744, 0.253, 0.1837, 0.04, 0.1326, 0.0337, -0.0142, 0.0852, 0.1437, 0.1644, 0.1324, 0.1119, 0.1473, 0.1473, 0.0882, 0.0471, -0.0375, -0.0865, -0.0966, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014333133387149329", "ticker_idx": 2, "ts": "2026-01-22T13:43:38+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 is not a space launch company, it's space end-to-end company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Each named stock is undervalued due to miscategorization; rerating upside implied for TSLA, IREN, RKLB, and INTC.", "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 love the concept of \"Find a a company that is miscategorized\".\n\n$TSLA is not an EV company, it's a robotic company.\n$IREN is not a Bitcoin mining company, it's AI infra.\n$RKLB is not a space launch company, it's space end-to-end company.\n$INTC is not a PC chip company, it's a fab/design/chip company.", "reply_text": null, "parent_text": null, "quoted_text": "This video is pure alpha gold.  Find a company that is miss categorized.  \n\n$IREN is not a bitcoin miner with AI ambitions.  Full rerating is coming in 2026.", "parent_author": null, "ret_m1d": -0.001818636690206099, "ret_signed_m1d": -0.001818636690206099, "alpha_spy_m1d": 0.003377480324443183, "alpha_c_m1d": -0.007015002116900315, "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": 0.010456900816574022, "ret_signed_p1d": 0.010456900816574022, "alpha_spy_p1d": 0.010094165627600349, "alpha_c_p1d": 0.01819106490104605, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.007734164084472028, "ret_p1w": -0.02614233875880556, "ret_signed_p1w": -0.02614233875880556, "alpha_spy_p1w": -0.0334864572521818, "alpha_c_p1w": -0.028317555029189645, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.002175216270384084, "ret_p1m": -0.19458970326616642, "ret_signed_p1m": -0.19458970326616642, "alpha_spy_p1m": -0.19524285815836684, "alpha_c_p1m": -0.26546584764365544, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.07087614437748901, "ret_p3m": -0.015230778769679931, "ret_signed_p3m": -0.015230778769679931, "alpha_spy_p3m": -0.03993809475459953, "alpha_c_p3m": -0.05403274798502644, "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": -0.19458970326616642, "alpha_spy_stated": -0.19524285815836684, "alpha_c_stated": -0.26546584764365544, "price_path": [-0.2541, -0.2754, -0.248, -0.3076, -0.2842, -0.3028, -0.357, -0.3587, -0.4361, -0.413, -0.4101, -0.4176, -0.432, -0.4857, -0.4824, -0.5077, -0.5138, -0.5042, -0.5513, -0.5419, -0.5175, -0.5158, -0.5234, -0.5234, -0.521, -0.5411, -0.5238, -0.4917, -0.4388, -0.4424, -0.414, -0.3927, -0.3462, -0.2779, -0.3011, -0.3702, -0.3693, -0.3867, -0.3189, -0.1985, -0.1185, -0.1228, -0.1228, -0.1228, -0.197, -0.203, -0.1992, -0.2071, -0.2071, -0.1363, -0.1118, -0.0222, -0.0443, -0.0557, -0.0356, -0.0009, -0.0159, 0.0434, 0.0316, 0.0946, 0.0946, 0.0134, -0.0018, 0.0, 0.0105, -0.0852, -0.0111, 0.0067, -0.0261, -0.0899, -0.1572, -0.0763, -0.169, -0.2462, -0.178, -0.138, -0.1813, -0.2087, -0.2497, -0.2335, -0.2335, -0.2056, -0.1541, -0.1296, -0.1946, -0.202, -0.2047, -0.2021, -0.1742, -0.2146, -0.1933, -0.2029, -0.1827, -0.2044, -0.2031, -0.1875, -0.2165, -0.1821, -0.2229, -0.2224, -0.1895, -0.1067, -0.2103, -0.1824, -0.2358, -0.2271, -0.249, -0.1716, -0.2505, -0.3075, -0.3478, -0.2701, -0.2553, -0.2302, -0.2302, -0.2308, -0.2462, -0.2148, -0.2414, -0.2265, -0.1973, -0.1791, -0.1634, -0.0574, -0.0361, 0.0168, -0.0152, 0.0234, -0.0384, -0.0943, -0.0647, -0.1067, -0.1246, -0.0622, -0.1042, -0.0872, -0.1048, -0.0378, -0.1068, 0.1988, 0.3338, 0.3362, 0.4111, 0.5066, 0.4182, 0.4908, 0.447, 0.5263, 0.4259, 0.5431, 0.5431, 0.6276, 0.7075, 0.6825, 0.6308, 0.3911, 0.4017, 0.3037, 0.3634, 0.2512, 0.2918, 0.2302, 0.194, 0.3046, 0.1638, 0.2418, 0.1892, 0.2273, 0.2189, 0.2189, 0.1399, 0.0812, -0.0292, -0.0829, -0.0391, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2014333133387149329", "ticker_idx": 3, "ts": "2026-01-22T13:43:38+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC is not a PC chip company, it's a fab/design/chip company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Each named stock is undervalued due to miscategorization; rerating upside implied for TSLA, IREN, RKLB, and INTC.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I love the concept of \"Find a a company that is miscategorized\".\n\n$TSLA is not an EV company, it's a robotic company.\n$IREN is not a Bitcoin mining company, it's AI infra.\n$RKLB is not a space launch company, it's space end-to-end company.\n$INTC is not a PC chip company, it's a fab/design/chip company.", "reply_text": null, "parent_text": null, "quoted_text": "This video is pure alpha gold.  Find a company that is miss categorized.  \n\n$IREN is not a bitcoin miner with AI ambitions.  Full rerating is coming in 2026.", "parent_author": null, "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.0039074628317058435, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064992318543037, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154146531242293, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861337473449724, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.1951012721683667, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18796021984229683, "alpha_spy_stated": -0.18861337473449724, "alpha_c_stated": -0.21827150337606283, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, 1.0127, 0.9869, 1.0749, 1.0578, 0.8257, 1.03, 0.9867, 0.9705, 1.1532, 1.2933, 1.3538, 1.1548, 1.2294, 1.4667, 1.4667, 1.5946, 1.4352, 1.4236, 1.4461, 1.3623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041578117899092105", "ticker_idx": 0, "ts": "2026-04-07T18:05:28+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC probably should be above $60 based on today's news", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long INTC; stock should be above $60 on today's news, urging conviction on down days ahead of a bull run.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$INTC probably should be above $60 based on today's news.  Having conviction on market down days, will set you up for the bull run.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04025706056053624, "ret_signed_m1d": -0.04025706056053624, "alpha_spy_m1d": -0.03981725351125909, "alpha_c_m1d": -0.03045465253356605, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.009802408026970189, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11415613178881467, "ret_signed_p1d": 0.11415613178881467, "alpha_spy_p1d": 0.08868649527662376, "alpha_c_p1d": 0.0565916909721218, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.057564440816692874, "ret_p1w": 0.2060102354434621, "ret_signed_p1w": 0.2060102354434621, "alpha_spy_p1w": 0.15255297887777775, "alpha_c_p1w": 0.07572764754974504, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.13028258789371705, "ret_p1m": 1.1358911824256586, "ret_signed_p1m": 1.1358911824256586, "alpha_spy_p1m": 1.0227118787168914, "alpha_c_p1m": 0.7611474511018406, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.374743731323818, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1358911824256586, "alpha_spy_stated": 1.0227118787168914, "alpha_c_stated": 0.7611474511018406, "price_path": [-0.223, -0.1391, -0.1673, -0.1062, -0.0792, -0.0868, -0.1125, -0.1125, -0.0822, 0.0253, 0.0266, -0.1482, -0.1969, -0.1697, -0.0781, -0.0803, -0.1217, -0.0775, -0.0692, -0.0815, -0.0883, -0.0438, -0.0505, -0.1092, -0.0873, -0.1215, -0.1157, -0.1157, -0.1272, -0.1408, -0.1567, -0.1663, -0.1754, -0.1283, -0.114, -0.1408, -0.138, -0.14, -0.1854, -0.1385, -0.1315, -0.1794, -0.1385, -0.1159, -0.0932, -0.1448, -0.1349, -0.1351, -0.1673, -0.1489, -0.1272, -0.1709, -0.1682, -0.1673, -0.1083, -0.1665, -0.1848, -0.2215, -0.1659, -0.0922, -0.0478, -0.0478, -0.0403, 0.0, 0.1142, 0.1665, 0.179, 0.2319, 0.206, 0.2274, 0.2947, 0.2947, 0.2417, 0.2523, 0.2336, 0.2621, 0.56, 0.6063, 0.5974, 0.7908, 0.7857, 0.8828, 0.8102, 1.044, 1.1359, 1.0718, 1.361, 1.4464, 1.2795, 1.2735, 1.1911, 1.0558, 1.0444, 1.0941, 1.2483, 1.2397, 1.265, 1.265, 1.3345, 1.3015, 1.2848, 1.1675, 1.0663, 1.0399, 1.1302, 1.1126, 0.8743, 1.0841, 1.0397, 1.0231, 1.2105, 1.3544, 1.4166, 1.2122, 1.2888, 1.5324, 1.5324, 1.6638, 1.5001, 1.4882, 1.5112, 1.4253, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2012903996294332599", "ticker_idx": 0, "ts": "2026-01-18T15:04:45+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There's probably more money to be made in enterprise as the use case are more critical to government agencies, and businesses. This is synergetic to AWS & Amazon clients", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish AMZN on Kuiper satellite enterprise rollout synergies with AWS/Amazon client base, with government and business use cases driving revenue.", "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": "$AMZN is quietly launching its satellite Kuiper services to enterprise customers and expanding to 2026.  Launched 180 production satellites.\n\nThere's probably more money to be made in enterprise as the use case are more critical to government agencies, and businesses.  This is synergetic to AWS & Amazon clients, and its capability to approach enterprise customers. They can have plenty of time to approach Telcos later.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03515149401379869, "ret_signed_m1d": 0.03515149401379869, "alpha_spy_m1d": 0.014371683556546389, "alpha_c_m1d": 0.008455732555763262, "bench_spy_m1d": 0.0207798104572523, "bench_c_m1d": 0.026695761458035427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001341980773133189, "ret_signed_p1d": 0.001341980773133189, "alpha_spy_p1d": -0.01019912850852811, "alpha_c_p1d": -0.01779832190049424, "bench_spy_p1d": 0.0115411092816613, "bench_c_p1d": 0.01914030267362743, "ret_p1w": 0.059220747514204586, "ret_signed_p1w": 0.059220747514204586, "alpha_spy_p1w": 0.032788468558513584, "alpha_c_p1w": 0.029251050373028997, "bench_spy_p1w": 0.026432278955691002, "bench_c_p1w": 0.02996969714117559, "ret_p1m": -0.11346323252756363, "ret_signed_p1m": -0.11346323252756363, "alpha_spy_p1m": -0.1263177784727626, "alpha_c_p1m": -0.09583382869727819, "bench_spy_p1m": 0.01285454594519897, "bench_c_p1m": -0.01762940383028544, "ret_p3m": 0.08467531410646645, "ret_signed_p3m": 0.08467531410646645, "alpha_spy_p3m": 0.03375963032884011, "alpha_c_p3m": 0.07181537602399612, "bench_spy_p3m": 0.05091568377762634, "bench_c_p3m": 0.012859938082470324, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.08467531410646645, "alpha_spy_stated": 0.03375963032884011, "alpha_c_stated": 0.07181537602399612, "price_path": [-0.0429, -0.0294, -0.0174, -0.0076, -0.003, -0.0352, 0.0572, 0.0996, 0.0793, 0.0831, 0.0521, 0.0581, 0.0753, 0.0784, 0.0571, 0.0285, 0.016, 0.0081, -0.0366, -0.036, -0.06, -0.0446, -0.0204, -0.0058, -0.008, -0.008, 0.0096, 0.0125, 0.0148, 0.006, -0.0082, -0.0064, -0.0178, -0.0133, 0.0034, -0.0031, -0.0208, -0.0366, -0.0365, -0.0421, -0.0184, -0.0158, -0.0111, 0.0049, 0.006, 0.006, 0.0066, 0.0046, 0.0066, -0.0008, -0.0008, -0.0195, 0.0089, 0.043, 0.0457, 0.0662, 0.0709, 0.067, 0.0502, 0.0245, 0.0311, 0.0352, 0.0352, 0.0, 0.0013, 0.0145, 0.0353, 0.0321, 0.0592, 0.052, 0.0465, 0.0359, 0.0518, 0.033, 0.0086, -0.036, -0.0895, -0.0965, -0.1041, -0.1165, -0.1359, -0.1394, -0.1394, -0.1292, -0.1135, -0.1132, -0.0904, -0.1114, -0.0971, -0.0881, -0.0999, -0.0909, -0.0979, -0.0964, -0.0614, -0.0522, -0.077, -0.0758, -0.0722, -0.0794, -0.0929, -0.101, -0.0834, -0.0684, -0.0915, -0.0963, -0.111, -0.0903, -0.1029, -0.0835, -0.1016, -0.1371, -0.1301, -0.0984, -0.0884, -0.0919, -0.0919, -0.0788, -0.0746, -0.0422, 0.0115, 0.0319, 0.0385, 0.078, 0.0758, 0.081, 0.0847, 0.0748, 0.0819, 0.1055, 0.1042, 0.1428, 0.1304, 0.1242, 0.1387, 0.1474, 0.1613, 0.1777, 0.1842, 0.1904, 0.1739, 0.1804, 0.1645, 0.1507, 0.1694, 0.1568, 0.1435, 0.1466, 0.1227, 0.1472, 0.1622, 0.1529, 0.1529, 0.1484, 0.1768, 0.1861, 0.1716, 0.131, 0.1105, 0.0823, 0.0987, 0.0651, 0.0616, 0.0571, 0.0303, 0.0455, 0.0327, 0.065, 0.0649, 0.0281, 0.058, 0.058, 0.0077, 0.0135, 0.0142, -0.0173, 0.0073, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029195918558298352", "ticker_idx": 0, "ts": "2026-03-04T14:03:02+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 $tsla", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses mega-investor's thesis of being heavily long NVDA and TSLA, convinced AI is not a bubble.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Great to see mega investor share their thesis.\n\nLike my experience with top leader &amp; billionaires, big ideas must be distilled into simple ideas that must hold true.\n\n$nvda $tsla.", "reply_text": null, "parent_text": null, "quoted_text": "I was all-in-Tesla; I am still mostly in Tesla + T-bills\n\nI bought 1 million shares of NVDA last night; plan to buy more.\n\nI am convinced AI is NOT a bubble, it is only the beginning. \n\nAI is the heart of KQID time engine.\n\nKQID is AGI.\n\nKQID is Singularity.", "parent_author": null, "ret_m1d": -0.016335233437742236, "ret_signed_m1d": -0.016335233437742236, "alpha_spy_m1d": -0.009329306785791913, "alpha_c_m1d": 0.003810114650367069, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.020145348088109305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00163899863585093, "ret_signed_p1d": 0.00163899863585093, "alpha_spy_p1d": 0.007214669127758699, "alpha_c_p1d": 0.011035139810119277, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": -0.009396141174268346, "ret_p1w": 0.016390236752964915, "ret_signed_p1w": 0.016390236752964915, "alpha_spy_p1w": 0.029234510247318046, "alpha_c_p1w": 0.011554374447112936, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": 0.004835862305851979, "ret_p1m": -0.03081512743074588, "ret_signed_p1m": -0.03081512743074588, "alpha_spy_p1m": 0.009336291648459283, "alpha_c_p1m": -0.013826907246308417, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.016988220184437464, "ret_p3m": 0.22580939172843628, "ret_signed_p3m": 0.22580939172843628, "alpha_spy_p3m": 0.11563829117811464, "alpha_c_p3m": -0.297142220056166, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.5229516117846023, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03081512743074588, "alpha_spy_stated": 0.009336291648459283, "alpha_c_stated": -0.013826907246308417, "price_path": [-0.0034, 0.0137, 0.0105, 0.004, -0.0115, -0.0438, -0.0369, -0.0291, -0.0661, -0.0486, -0.0112, 0.0036, 0.0337, 0.0304, 0.0304, 0.0409, 0.0283, 0.0246, 0.0189, 0.0189, 0.0317, 0.0278, 0.0229, 0.0332, 0.0109, 0.0099, 0.0104, 0.0151, 0.0005, 0.0219, 0.0174, 0.0174, -0.0272, 0.0015, 0.0098, 0.0253, 0.0187, 0.0299, 0.0463, 0.0517, 0.0442, 0.014, -0.0148, -0.0484, -0.061, 0.0129, 0.0382, 0.03, 0.0383, 0.0213, -0.0013, -0.0013, 0.0105, 0.027, 0.0266, 0.037, 0.0465, 0.0536, 0.0684, 0.0101, -0.032, -0.0031, -0.0163, 0.0, 0.0016, -0.0285, -0.0021, 0.0095, 0.0164, 0.0006, -0.0152, 0.001, -0.006, -0.0144, -0.0244, -0.0564, -0.0404, -0.0428, -0.0238, -0.0644, -0.0847, -0.0976, -0.0472, -0.0398, -0.0308, -0.0308, -0.0294, -0.0269, -0.0052, 0.0048, 0.0306, 0.0343, 0.0736, 0.0865, 0.0837, 0.1019, 0.104, 0.0921, 0.1064, 0.0907, 0.1379, 0.1835, 0.1647, 0.1433, 0.0904, 0.0842, 0.0844, 0.0736, 0.1355, 0.1555, 0.1758, 0.1989, 0.2062, 0.2338, 0.288, 0.2311, 0.2147, 0.2053, 0.2209, 0.1993, 0.1765, 0.1765, 0.1739, 0.1616, 0.1706, 0.1536, 0.2258, 0.2174, 0.1733, 0.1961, 0.1219, 0.1413, 0.1388, 0.0963, 0.1206, 0.1224, 0.1621, 0.1345, 0.1194, 0.1525, 0.1525, 0.1413, 0.0942, 0.0885, 0.0707, 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]}
{"unit_id": "quote:2029195918558298352", "ticker_idx": 1, "ts": "2026-03-04T14:03:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$nvda $tsla", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses mega-investor's thesis of being heavily long NVDA and TSLA, convinced AI is not a bubble.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Great to see mega investor share their thesis.\n\nLike my experience with top leader &amp; billionaires, big ideas must be distilled into simple ideas that must hold true.\n\n$nvda $tsla.", "reply_text": null, "parent_text": null, "quoted_text": "I was all-in-Tesla; I am still mostly in Tesla + T-bills\n\nI bought 1 million shares of NVDA last night; plan to buy more.\n\nI am convinced AI is NOT a bubble, it is only the beginning. \n\nAI is the heart of KQID time engine.\n\nKQID is AGI.\n\nKQID is Singularity.", "parent_author": null, "ret_m1d": -0.033280804267559305, "ret_signed_m1d": -0.033280804267559305, "alpha_spy_m1d": -0.026274877615608982, "alpha_c_m1d": -0.015839419797489374, "bench_spy_m1d": -0.007005926651950323, "bench_c_m1d": -0.01744138447006993, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0009607691927178141, "ret_signed_p1d": -0.0009607691927178141, "alpha_spy_p1d": 0.004614901299189955, "alpha_c_p1d": -0.0023355331879455488, "bench_spy_p1d": -0.005575670491907769, "bench_c_p1d": 0.0013747639952277346, "ret_p1w": 0.004631238290155659, "ret_signed_p1w": 0.004631238290155659, "alpha_spy_p1w": 0.01747551178450879, "alpha_c_p1w": 0.02396276694821642, "bench_spy_p1w": -0.012844273494353131, "bench_c_p1w": -0.01933152865806076, "ret_p1m": -0.11171603150901954, "ret_signed_p1m": -0.11171603150901954, "alpha_spy_p1m": -0.07156461242981438, "alpha_c_p1m": -0.0427861848160348, "bench_spy_p1m": -0.040151419079205164, "bench_c_p1m": -0.06892984669298474, "ret_p3m": 0.02448638316407603, "ret_signed_p3m": 0.02448638316407603, "alpha_spy_p3m": -0.08568471738624561, "alpha_c_p3m": 0.006981226071507418, "bench_spy_p3m": 0.11017110055032164, "bench_c_p3m": 0.017505157092568613, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11171603150901954, "alpha_spy_stated": -0.07156461242981438, "alpha_c_stated": -0.0427861848160348, "price_path": [0.1209, 0.0829, 0.0966, 0.1121, 0.1009, 0.1306, 0.1709, 0.2068, 0.1511, 0.1907, 0.1854, 0.2039, 0.1961, 0.1957, 0.1957, 0.1706, 0.1323, 0.1195, 0.1078, 0.1078, 0.0791, 0.1127, 0.0666, 0.0627, 0.0736, 0.0962, 0.106, 0.1016, 0.0819, 0.0804, 0.0777, 0.0777, 0.0328, 0.0628, 0.107, 0.1062, 0.0721, 0.0615, 0.0629, 0.0262, 0.0603, 0.0391, 0.0395, 0.0002, -0.0215, 0.0127, 0.028, 0.0475, 0.055, 0.0274, 0.0283, 0.0283, 0.0116, 0.0133, 0.0142, 0.0145, -0.0151, 0.0085, 0.0282, 0.0065, -0.0084, -0.0065, -0.0333, 0.0, -0.001, -0.0227, -0.0179, -0.0165, 0.0046, -0.0269, -0.0363, -0.0256, -0.0164, -0.0324, -0.0632, -0.0936, -0.0618, -0.0564, -0.0492, -0.0833, -0.1087, -0.1248, -0.0842, -0.0608, -0.1117, -0.1117, -0.1309, -0.1461, -0.1544, -0.1486, -0.1404, -0.1318, -0.1028, -0.0345, -0.042, -0.0131, -0.0331, -0.0481, -0.0454, -0.0794, -0.073, -0.0672, -0.0737, -0.0816, -0.0599, -0.0372, -0.0331, -0.0408, -0.0178, 0.0144, 0.0552, 0.0962, 0.0678, 0.0969, 0.092, 0.0402, 0.01, -0.0045, 0.0279, 0.0293, 0.0494, 0.0494, 0.0681, 0.0848, 0.0891, 0.0735, 0.0245, 0.0438, 0.0438, 0.0308, -0.0368, 0.0074, -0.0228, -0.06, -0.0167, 0.0012, 0.0128, -0.0032, -0.0236, -0.0134, -0.0134, -0.0022, -0.0599, -0.0749, -0.0759, -0.0646, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2015820090579525758", "ticker_idx": 0, "ts": "2026-01-26T16:12:16+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nancy likes $AMZN too. She bought deep ITM calls (like a leveraged position", "tweet_type": "news_reaction", "timeline": "years", "summary": "Author endorses Pelosi's leveraged long positions in AMZN, GOOGL, and NVDA via deep ITM calls expiring Jan 2027.", "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": "Nancy likes $AMZN too. She bought deep ITM calls (like a leveraged position, along with $GOOGL $NVDA.", "reply_text": null, "parent_text": null, "quoted_text": "Nancy Pelosi disclosed the following call option purchases:\n\n• 20 $GOOGL calls | $150 strike | Jan 2027\n• 20 $AMZN calls | $150 strike | Jan 2027\n• 20 $NVDA calls | $100 strike | Jan 2027 https://t.co/MqkJTNqyMF", "parent_author": null, "ret_m1d": 0.0031037895262446824, "ret_signed_m1d": 0.0031037895262446824, "alpha_spy_m1d": 0.00815636314827084, "alpha_c_m1d": -0.0035181381320261718, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.006621927658270854, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026256163723313408, "ret_signed_p1d": 0.026256163723313408, "alpha_spy_p1d": 0.022271998344842503, "alpha_c_p1d": 0.023231320974056224, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.003024842749257184, "ret_p1w": 0.01904206266164299, "ret_signed_p1w": 0.01904206266164299, "alpha_spy_p1w": 0.015173400877069865, "alpha_c_p1w": 0.02190339870493352, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": -0.00286133604329053, "ret_p1m": -0.125241174564529, "ret_signed_p1m": -0.125241174564529, "alpha_spy_p1m": -0.11747470936778137, "alpha_c_p1m": -0.07962311671108457, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": -0.045618057853444416, "ret_p3m": 0.06987670409385727, "ret_signed_p3m": 0.06987670409385727, "alpha_spy_p3m": 0.044390889246118226, "alpha_c_p3m": 0.10538590192532371, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": -0.035509197831466444, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0341, -0.0653, 0.0243, 0.0653, 0.0457, 0.0494, 0.0194, 0.0251, 0.0419, 0.0448, 0.0242, -0.0035, -0.0156, -0.0233, -0.0666, -0.066, -0.0893, -0.0744, -0.0509, -0.0367, -0.0388, -0.0388, -0.0218, -0.019, -0.0168, -0.0253, -0.039, -0.0373, -0.0484, -0.044, -0.0279, -0.0341, -0.0513, -0.0666, -0.0665, -0.0719, -0.0489, -0.0464, -0.0419, -0.0263, -0.0253, -0.0253, -0.0247, -0.0266, -0.0247, -0.0319, -0.0319, -0.05, -0.0225, 0.0105, 0.0132, 0.033, 0.0376, 0.0338, 0.0175, -0.0074, -0.001, 0.0029, 0.0029, -0.0311, -0.0298, -0.0171, 0.0031, 0.0, 0.0263, 0.0193, 0.0139, 0.0037, 0.019, 0.0008, -0.0228, -0.066, -0.1179, -0.1246, -0.132, -0.144, -0.1628, -0.1662, -0.1662, -0.1563, -0.1411, -0.1408, -0.1187, -0.139, -0.1252, -0.1165, -0.1279, -0.1192, -0.126, -0.1245, -0.0906, -0.0817, -0.1057, -0.1046, -0.101, -0.1081, -0.1212, -0.129, -0.1119, -0.0974, -0.1197, -0.1244, -0.1386, -0.1186, -0.1308, -0.112, -0.1295, -0.1639, -0.1572, -0.1265, -0.1168, -0.1202, -0.1202, -0.1075, -0.1034, -0.072, -0.02, -0.0002, 0.0062, 0.0445, 0.0423, 0.0473, 0.0509, 0.0414, 0.0482, 0.0711, 0.0699, 0.1072, 0.0952, 0.0893, 0.1033, 0.1117, 0.1252, 0.1411, 0.1473, 0.1534, 0.1374, 0.1437, 0.1282, 0.1149, 0.133, 0.1208, 0.1079, 0.1109, 0.0877, 0.1115, 0.126, 0.117, 0.117, 0.1127, 0.1402, 0.1492, 0.1351, 0.0958, 0.0759, 0.0487, 0.0645, 0.0319, 0.0285, 0.0242, -0.0018, 0.013, 0.0005, 0.0319, 0.0318, -0.0039, 0.025, 0.025, -0.0236, -0.0181, -0.0174, -0.0479, -0.024, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015820090579525758", "ticker_idx": 1, "ts": "2026-01-26T16:12:16+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "along with $GOOGL $NVDA", "tweet_type": "news_reaction", "timeline": "years", "summary": "Author endorses Pelosi's leveraged long positions in AMZN, GOOGL, and NVDA via deep ITM calls expiring Jan 2027.", "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": "Nancy likes $AMZN too. She bought deep ITM calls (like a leveraged position, along with $GOOGL $NVDA.", "reply_text": null, "parent_text": null, "quoted_text": "Nancy Pelosi disclosed the following call option purchases:\n\n• 20 $GOOGL calls | $150 strike | Jan 2027\n• 20 $AMZN calls | $150 strike | Jan 2027\n• 20 $NVDA calls | $100 strike | Jan 2027 https://t.co/MqkJTNqyMF", "parent_author": null, "ret_m1d": -0.015993573485879597, "ret_signed_m1d": -0.015993573485879597, "alpha_spy_m1d": -0.01094099986385344, "alpha_c_m1d": -0.009115760291132924, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": -0.006877813194746674, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038707809267282123, "ret_signed_p1d": 0.0038707809267282123, "alpha_spy_p1d": -0.00011338445174269296, "alpha_c_p1d": 0.01125799902083191, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": -0.007387218094103698, "ret_p1w": 0.031296889034618136, "ret_signed_p1w": 0.031296889034618136, "alpha_spy_p1w": 0.027428227250045012, "alpha_c_p1w": 0.01516371399167915, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.016133175042938985, "ret_p1m": -0.06709475862428149, "ret_signed_p1m": -0.06709475862428149, "alpha_spy_p1m": -0.059328293427533874, "alpha_c_p1m": -0.053424098209303494, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": -0.013670660414977998, "ret_p3m": 0.017609554607581845, "ret_signed_p3m": 0.017609554607581845, "alpha_spy_p3m": -0.007876260240157196, "alpha_c_p3m": 0.017655360650591256, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": -4.5806043009410935e-05, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.1766, -0.1559, -0.1568, -0.1492, -0.1677, -0.1474, -0.1461, -0.1639, -0.1301, -0.1264, -0.1402, -0.1647, -0.1711, -0.1453, -0.1475, -0.122, -0.132, -0.1014, -0.0447, -0.0301, -0.0406, -0.0406, -0.0399, -0.0557, -0.053, -0.0415, -0.0476, -0.0366, -0.0586, -0.0486, -0.0392, -0.0625, -0.0719, -0.0751, -0.0801, -0.1096, -0.0924, -0.0783, -0.0705, -0.0567, -0.0575, -0.0575, -0.0593, -0.0591, -0.0582, -0.0608, -0.0608, -0.0543, -0.0502, -0.0568, -0.0338, -0.0235, -0.0141, -0.0042, 0.0081, 0.0077, -0.0014, -0.0098, -0.0098, -0.0338, -0.0146, -0.0082, -0.016, 0.0, 0.0039, 0.0083, 0.015, 0.0142, 0.0313, 0.0194, -0.0007, -0.006, -0.0312, -0.0268, -0.044, -0.0669, -0.0728, -0.0826, -0.0826, -0.0937, -0.0898, -0.0913, -0.0549, -0.0653, -0.0671, -0.0611, -0.0777, -0.0645, -0.0802, -0.0891, -0.0904, -0.0972, -0.1042, -0.0801, -0.078, -0.073, -0.0885, -0.0923, -0.0825, -0.0664, -0.0761, -0.0778, -0.0962, -0.093, -0.1279, -0.1264, -0.1565, -0.1762, -0.1787, -0.1365, -0.107, -0.1119, -0.1119, -0.0992, -0.0828, -0.0472, -0.0436, -0.0474, -0.0352, -0.0003, 0.0123, 0.009, 0.026, 0.0132, -0.0022, 0.0189, 0.0176, 0.0342, 0.052, 0.0503, 0.0508, 0.1555, 0.1581, 0.1508, 0.1664, 0.1952, 0.1951, 0.2035, 0.167, 0.1631, 0.209, 0.2043, 0.1914, 0.1919, 0.1641, 0.1678, 0.1641, 0.15, 0.15, 0.1677, 0.1676, 0.1715, 0.1421, 0.1302, 0.0866, 0.078, 0.1176, 0.1066, 0.0916, 0.0944, 0.0708, 0.0749, 0.0807, 0.1097, 0.1215, 0.093, 0.1058, 0.1058, 0.0506, 0.04, 0.0374, 0.0327, 0.0137, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2015820090579525758", "ticker_idx": 2, "ts": "2026-01-26T16:12:16+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "along with $GOOGL $NVDA", "tweet_type": "news_reaction", "timeline": "years", "summary": "Author endorses Pelosi's leveraged long positions in AMZN, GOOGL, and NVDA via deep ITM calls expiring Jan 2027.", "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": "Nancy likes $AMZN too. She bought deep ITM calls (like a leveraged position, along with $GOOGL $NVDA.", "reply_text": null, "parent_text": null, "quoted_text": "Nancy Pelosi disclosed the following call option purchases:\n\n• 20 $GOOGL calls | $150 strike | Jan 2027\n• 20 $AMZN calls | $150 strike | Jan 2027\n• 20 $NVDA calls | $100 strike | Jan 2027 https://t.co/MqkJTNqyMF", "parent_author": null, "ret_m1d": 0.006435318969283843, "ret_signed_m1d": 0.006435318969283843, "alpha_spy_m1d": 0.01148789259131, "alpha_c_m1d": 0.003250952612659619, "bench_spy_m1d": -0.0050525736220261575, "bench_c_m1d": 0.003184366356624224, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010993714284356582, "ret_signed_p1d": 0.010993714284356582, "alpha_spy_p1d": 0.007009548905885676, "alpha_c_p1d": -0.010143622160572852, "bench_spy_p1d": 0.003984165378470905, "bench_c_p1d": 0.021137336444929433, "ret_p1w": -0.00461197722916129, "ret_signed_p1w": -0.00461197722916129, "alpha_spy_p1w": -0.008480639013734415, "alpha_c_p1w": -0.02755464241257055, "bench_spy_p1w": 0.003868661784573124, "bench_c_p1w": 0.02294266518340926, "ret_p1m": 0.03421467389055732, "ret_signed_p1m": 0.03421467389055732, "alpha_spy_p1m": 0.04198113908730494, "alpha_c_p1m": -0.01678576732190007, "bench_spy_p1m": -0.007766465196747618, "bench_c_p1m": 0.05100044121245739, "ret_p3m": 0.07068593288775138, "ret_signed_p3m": 0.07068593288775138, "alpha_spy_p3m": 0.04520011804001234, "alpha_c_p3m": -0.13750321824427303, "bench_spy_p3m": 0.02548581484773904, "bench_c_p3m": 0.2081891511320244, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.1103, 0.088, 0.0859, 0.1094, 0.0655, 0.0468, 0.0086, 0.009, 0.0674, 0.0358, 0.0393, 0.002, 0.0198, 0.0006, -0.0275, 0.0002, -0.0313, -0.0408, -0.0211, -0.0464, -0.0334, -0.0334, -0.0508, -0.0352, -0.0269, -0.0369, -0.0166, -0.0218, -0.0049, -0.008, -0.0144, -0.0297, -0.0614, -0.0546, -0.0469, -0.0833, -0.0661, -0.0294, -0.0149, 0.0147, 0.0115, 0.0115, 0.0218, 0.0094, 0.0057, 0.0002, 0.0002, 0.0128, 0.0088, 0.0041, 0.0142, -0.0077, -0.0086, -0.0082, -0.0035, -0.0179, 0.0031, -0.0013, -0.0013, -0.045, -0.0169, -0.0087, 0.0064, 0.0, 0.011, 0.0271, 0.0324, 0.025, -0.0046, -0.0329, -0.0659, -0.0782, -0.0057, 0.0191, 0.0111, 0.0192, 0.0025, -0.0196, -0.0196, -0.008, 0.0081, 0.0077, 0.018, 0.0272, 0.0342, 0.0487, -0.0085, -0.0498, -0.0214, -0.0344, -0.0184, -0.0168, -0.0464, -0.0205, -0.0091, -0.0023, -0.0178, -0.0333, -0.0174, -0.0243, -0.0325, -0.0424, -0.0738, -0.058, -0.0604, -0.0417, -0.0816, -0.1016, -0.1142, -0.0647, -0.0574, -0.0486, -0.0486, -0.0473, -0.0448, -0.0235, -0.0137, 0.0116, 0.0153, 0.0539, 0.0666, 0.0638, 0.0816, 0.0837, 0.072, 0.086, 0.0707, 0.117, 0.1617, 0.1432, 0.1222, 0.0703, 0.0643, 0.0645, 0.0538, 0.1146, 0.1343, 0.1541, 0.1769, 0.1841, 0.2111, 0.2643, 0.2084, 0.1923, 0.1831, 0.1985, 0.1773, 0.1548, 0.1548, 0.1523, 0.1402, 0.149, 0.1324, 0.2033, 0.195, 0.1517, 0.1741, 0.1013, 0.1203, 0.1178, 0.0761, 0.1, 0.1017, 0.1407, 0.1137, 0.0988, 0.1313, 0.1313, 0.1203, 0.0741, 0.0685, 0.051, 0.0338, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2046360539979543034", "ticker_idx": 0, "ts": "2026-04-20T22:49:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still early, lots of catalysts, valuation is reasonable, think of NVDA in 2025", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: early innings, multiple catalysts, reasonable valuation; analogizes to NVDA's 2025 trajectory.", "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": "@MikeQuinones_ Not in the mood for these crazy haters lurking on my posts.  but TDLR, still early, lots of catalysts, valuation is reasonable, think of NVDA in 2025", "reply_text": null, "parent_text": "@DeepValueBagger Have you posted a thesis around $MU? I got a spare 30k to invest, but not sure if memory is cyclical. Weighing the risks on that part vs the P/E which looks like good value from a forward P/E basis", "quoted_text": null, "parent_author": "MikeQuinones_", "ret_m1d": -0.002136257609700376, "ret_signed_m1d": -0.002136257609700376, "alpha_spy_m1d": -0.008726294725102335, "alpha_c_m1d": -0.0006297534959091022, "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": 0.08478349212144232, "ret_signed_p1d": 0.08478349212144232, "alpha_spy_p1d": 0.07465678002632337, "alpha_c_p1d": 0.05859233554622301, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": 0.12219058050085829, "ret_signed_p1w": 0.12219058050085829, "alpha_spy_p1w": 0.11138222434248712, "alpha_c_p1w": 0.06505205430165617, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.6288886516552075, "ret_signed_p1m": 0.6288886516552075, "alpha_spy_p1m": 0.5760963923088922, "alpha_c_p1m": 0.41367759691777484, "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": 0.6288886516552075, "alpha_spy_stated": 0.5760963923088922, "alpha_c_stated": 0.41367759691777484, "price_path": [-0.1156, -0.111, -0.1345, -0.0875, -0.0318, -0.0306, -0.0772, -0.0262, -0.067, -0.1561, -0.1483, -0.1221, -0.147, -0.1698, -0.0873, -0.0792, -0.0843, -0.0843, -0.1107, -0.0637, -0.0717, -0.0476, -0.0636, -0.0702, -0.0458, -0.0756, -0.0827, -0.0821, -0.1555, -0.1085, -0.1168, -0.1763, -0.134, -0.1033, -0.0687, -0.0984, -0.0521, -0.0173, 0.027, 0.0271, -0.0118, -0.0593, -0.1006, -0.1202, -0.1501, -0.2093, -0.2054, -0.2839, -0.2482, -0.1814, -0.185, -0.185, -0.1594, -0.1598, -0.0949, -0.062, -0.0641, -0.0508, 0.0362, 0.0152, 0.0175, 0.0127, -0.0021, 0.0, 0.0848, 0.072, 0.1053, 0.1673, 0.1222, 0.1537, 0.1508, 0.2066, 0.2828, 0.4246, 0.4834, 0.4389, 0.6619, 0.7698, 0.7059, 0.7883, 0.7268, 0.6126, 0.5166, 0.5549, 0.6289, 0.6959, 0.6712, 0.6712, 0.9936, 1.066, 1.0551, 1.1608, 1.3043, 1.3679, 1.4024, 1.2164, 0.9227, 1.1124, 1.0826, 0.9847, 1.2161, 1.1844, 1.4211, 1.2715, 1.3214, 1.5235, 1.5235, 1.6957, 1.3405, 1.3332, 1.7005, 1.5198, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1987285748534403207", "ticker_idx": 0, "ts": "2025-11-08T22:26:59+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Highest $/sq foot and revenue scaling in 2025/2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish IREN on highest $/sq-ft metrics and revenue scaling through 2025/2026 at Texas AI campus.", "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": "That's some serious farming in Texas $iren.\n\nHighest $/sq foot and revenue scaling in 2025/2026", "reply_text": null, "parent_text": null, "quoted_text": "THE $IREN AI MEGA-CAMPUS IN TEXAS IS ALMOST COMPLETE \n\nComing into 2025, most people had no idea what IREN was planning in Childress, Texas.\n\nThe company is close to completing one of the largest AI data-center campuses in the country, set to run tens of thousands of GPUs across https://t.co/1rrliuVvey", "parent_author": null, "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209393157784148, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364615200522014, "bench_c_m1d": -0.003586959120562283, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04636857546507356, "ret_signed_p1d": -0.04636857546507356, "alpha_spy_p1d": -0.048657752492927475, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289177027853917, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892350196109386, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.02314229012528246, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.2238868251905186, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023478785060022656, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603947602552986, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.0026674854770285528, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841039545922464, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816614324515324, "bench_c_p6m": -0.017624559502642523, "ret_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": -0.3387069615025584, "alpha_spy_stated": -0.33603947602552986, "alpha_c_stated": -0.3482642889935006, "price_path": [-0.7053, -0.6829, -0.6728, -0.6559, -0.6887, -0.6716, -0.6744, -0.6438, -0.6158, -0.6179, -0.6285, -0.6171, -0.5599, -0.5599, -0.5162, -0.5312, -0.5657, -0.5654, -0.5647, -0.4983, -0.4411, -0.454, -0.4356, -0.3827, -0.3942, -0.3701, -0.3964, -0.3578, -0.3036, -0.3058, -0.2166, -0.2307, -0.3043, -0.2367, -0.22, -0.2176, -0.2185, -0.1614, -0.0402, 0.0251, -0.0013, 0.0612, -0.0066, 0.066, 0.1561, 0.1298, 0.0276, 0.0091, -0.0158, -0.0827, -0.1386, -0.0716, 0.0454, 0.0801, 0.0374, 0.0042, -0.0324, 0.0096, 0.126, 0.1074, 0.2699, 0.1128, 0.0367, 0.0, -0.0464, -0.0743, -0.1915, -0.2294, -0.2121, -0.1881, -0.2383, -0.2775, -0.2977, -0.1941, -0.2111, -0.1948, -0.1948, -0.2054, -0.1941, -0.3166, -0.2694, -0.228, -0.2569, -0.2298, -0.2215, -0.2701, -0.2697, -0.3331, -0.4103, -0.3919, -0.4386, -0.405, -0.3365, -0.3013, -0.3008, -0.3023, -0.3023, -0.3302, -0.345, -0.3635, -0.3723, -0.3723, -0.2903, -0.1983, -0.237, -0.275, -0.2408, -0.235, -0.1635, -0.1193, -0.1212, -0.1376, -0.0391, -0.0391, -0.0982, -0.1112, -0.1315, -0.058, -0.1298, -0.003, 0.046, -0.0055, -0.1069, -0.1178, -0.0961, -0.2531, -0.3387, -0.3048, -0.233, -0.2865, -0.2908, -0.3347, -0.2983, -0.2983, -0.3191, -0.3006, -0.2805, -0.3355, -0.296, -0.2446, -0.2682, -0.2647, -0.3194, -0.3121, -0.3543, -0.2714, -0.3331, -0.3901, -0.3545, -0.3665, -0.3023, -0.3124, -0.309, -0.2531, -0.286, -0.2985, -0.3076, -0.3138, -0.2993, -0.3166, -0.3115, -0.3776, -0.4168, -0.4745, -0.4303, -0.4334, -0.4221, -0.4221, -0.4162, -0.406, -0.3879, -0.3841, -0.3465, -0.2842, -0.2127, -0.1886, -0.2072, -0.2003, -0.1903, -0.2493, -0.1958, -0.1354, -0.1584, -0.1963, -0.2614, -0.2877, -0.2436, -0.2412, -0.1777, -0.0902]}
{"unit_id": "quote:2018865385773396110", "ticker_idx": 0, "ts": "2026-02-04T01:53:11+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Paypal is a company that lacks long term vision. But Alex came from software, not payments... he's a hardware executive. For a payments company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PYPL: outgoing CEO lacked payments expertise, replacement also a poor fit (hardware exec for a payments company), company lacks long-term vision.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "This is a great read directly from the former President of Paypal who brought in the golden era of Paypal.  I'm very much in agreement with him. Paypal is a company that lacks long term vision.\n\nHis commentary on Alex, which was something on my mind as well. \n\n> But Alex came from software, not payments. He understood SMB product development. He didn't have the muscle memory for transaction economics, network effects, or settlement infrastructure.  In hindsight, he also made an error: clearing out much of the leadership team that understood payments deeply.  Executives with years of institutional knowledge departed within his first year.  This morning, Alex was removed as CEO. Branded checkout grew 1% last quarter. \n\n> The board tapped another operator, Enrique Lores, the former HP CEO who's been on the PayPal board for five years.  I don’t know Enrique. And he might be a great leader, but on paper at least, he’s a hardware executive. For a payments company. $PYPL", "reply_text": null, "parent_text": null, "quoted_text": "A few thoughts about PayPal, nearly 12 years after I left.\n\nI woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up.\n\nI never spoke publicly about the company after I left. 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{"unit_id": "reply:2049551377110626798", "ticker_idx": 0, "ts": "2026-04-29T18:08:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can just tell Nebius is getting stuff done left and right... A serious call like Nebius is reporting like 5 subsidaries, sold out capacity, new products, new techs, new partnership.. the list is long. It is a reflection of the entire company execution.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Nebius on strong execution across subsidiaries/capacity/products; bearish IREN on poor earnings call quality suggesting amateur management.", "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": "You can just tell Nebius is getting stuff done left and right.   It's telling when you watch how CEO reports. I did not like getting education of \"ai datacenter value\" in ER call from $IREN last quarter -- it's amateur hour. \n\nA serious call like Nebius is reporting like 5 subsidaries, sold out capacity, new products, new techs, new partnership.. the list is long. It is a reflection of the entire company execution.", "reply_text": null, "parent_text": "@DeepValueBagger @CortadoDev @danroberts0101 Interesting take. I think it boils down to the acknowledgement of the extent of their expertise. \n\nRather waste time building out something technically inferior they would rather buy it, and keep focus on expanding their scope of land and power in the short term.", "quoted_text": null, "parent_author": "MarkTheLaird", "ret_m1d": -0.04022953351054381, "ret_signed_m1d": -0.04022953351054381, "alpha_spy_m1d": -0.04038406671235051, "alpha_c_m1d": -0.04421942714235216, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00398989363180835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020964704743139273, "ret_signed_p1d": -0.020964704743139273, "alpha_spy_p1d": -0.03091433827070411, "alpha_c_p1d": -0.031546720590851396, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.010582015847712123, "ret_p1w": 0.3817550319743981, "ret_signed_p1w": 0.3817550319743981, "alpha_spy_p1w": 0.3504866102107227, "alpha_c_p1w": 0.3638870945608452, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.01786793741355286, "ret_p1m": 0.6030879837389447, "ret_signed_p1m": 0.6030879837389447, "alpha_spy_p1m": 0.5426310177958438, "alpha_c_p1m": 0.5911182364956808, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.011969747243263829, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6030879837389447, "alpha_spy_stated": 0.5426310177958438, "alpha_c_stated": 0.5911182364956808, "price_path": [-0.3966, -0.3756, -0.3629, -0.4165, -0.4768, -0.3902, -0.3422, -0.3499, -0.3724, -0.3645, -0.3058, -0.3058, -0.3093, -0.279, -0.2378, -0.3065, -0.2874, -0.2735, -0.2484, -0.2572, -0.3541, -0.3554, -0.3852, -0.3075, -0.3225, -0.3673, -0.3276, -0.317, -0.2068, -0.2348, -0.2, -0.0803, -0.1761, -0.1603, -0.1393, -0.1669, -0.1915, -0.1861, -0.1849, -0.2495, -0.2859, -0.3466, -0.2651, -0.2779, -0.2293, -0.2293, -0.2029, -0.1685, -0.1147, -0.0344, 0.0268, 0.0947, 0.147, 0.1812, 0.171, 0.113, 0.1273, 0.1088, 0.1059, 0.1125, 0.0423, 0.0267, -0.0402, 0.0, -0.021, 0.0942, 0.2495, 0.246, 0.3818, 0.3087, 0.254, 0.3181, 0.2686, 0.468, 0.5663, 0.5578, 0.4155, 0.4005, 0.3586, 0.5577, 0.5211, 0.5211, 0.4736, 0.4758, 0.6031, 0.6367, 0.8734, 0.8456, 0.7826, 0.8392, 0.6135, 0.544, 0.559, 0.4993, 0.574, 0.6457, 0.842, 0.8776, 0.9896, 1.0305, 1.0305, 1.0087, 0.9495, 0.8391, 0.8176, 0.702, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049551377110626798", "ticker_idx": 1, "ts": "2026-04-29T18:08:21+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I did not like getting education of 'ai datacenter value' in ER call from $IREN last quarter -- it's amateur hour", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Nebius on strong execution across subsidiaries/capacity/products; bearish IREN on poor earnings call quality suggesting amateur management.", "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": "You can just tell Nebius is getting stuff done left and right.   It's telling when you watch how CEO reports. I did not like getting education of \"ai datacenter value\" in ER call from $IREN last quarter -- it's amateur hour. \n\nA serious call like Nebius is reporting like 5 subsidaries, sold out capacity, new products, new techs, new partnership.. the list is long. It is a reflection of the entire company execution.", "reply_text": null, "parent_text": "@DeepValueBagger @CortadoDev @danroberts0101 Interesting take. I think it boils down to the acknowledgement of the extent of their expertise. \n\nRather waste time building out something technically inferior they would rather buy it, and keep focus on expanding their scope of land and power in the short term.", "quoted_text": null, "parent_author": "MarkTheLaird", "ret_m1d": 0.03686416224585454, "ret_signed_m1d": -0.03686416224585454, "alpha_spy_m1d": -0.03670962904404784, "alpha_c_m1d": -0.038212388542313125, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.0013482262964585878, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.061829157103222565, "ret_signed_p1d": -0.061829157103222565, "alpha_spy_p1d": -0.05187952357565773, "alpha_c_p1d": -0.05778440448387312, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.004044752619349445, "ret_p1w": 0.42277178427077344, "ret_signed_p1w": -0.42277178427077344, "alpha_spy_p1w": -0.39150336250709805, "alpha_c_p1w": -0.4243125932581623, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": -0.001540808987388842, "ret_p1m": 0.49440042323024214, "ret_signed_p1m": -0.49440042323024214, "alpha_spy_p1m": -0.43394345728714123, "alpha_c_p1m": -0.5069196252802303, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": -0.012519202049988132, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.49440042323024214, "alpha_spy_stated": -0.43394345728714123, "alpha_c_stated": -0.5069196252802303, "price_path": [0.2538, 0.2385, 0.269, 0.0485, -0.0716, -0.024, 0.0768, 0.0016, -0.0044, -0.066, -0.0149, -0.0149, -0.0441, -0.0182, 0.01, -0.0672, -0.0117, 0.0604, 0.0273, 0.0322, -0.0446, -0.0343, -0.0936, 0.0229, -0.0638, -0.1437, -0.0938, -0.1106, -0.0205, -0.0348, -0.0299, 0.0485, 0.0023, -0.0152, -0.028, -0.0366, -0.0163, -0.0406, -0.0334, -0.1262, -0.1813, -0.2622, -0.2002, -0.2046, -0.1888, -0.1888, -0.1804, -0.1661, -0.1407, -0.1353, -0.0826, 0.0049, 0.1052, 0.1391, 0.1129, 0.1227, 0.1367, 0.0539, 0.129, 0.2137, 0.1815, 0.1283, 0.0369, 0.0, 0.0618, 0.0653, 0.1545, 0.2772, 0.4228, 0.3264, 0.4279, 0.2867, 0.3196, 0.2872, 0.3626, 0.2352, 0.1773, 0.1139, 0.2298, 0.3546, 0.3259, 0.3259, 0.3948, 0.5828, 0.4944, 0.4825, 0.5243, 0.5539, 0.5278, 0.4433, 0.2681, 0.381, 0.2604, 0.2021, 0.3231, 0.3945, 0.4197, 0.3808, 0.3558, 0.399, 0.399, 0.3269, 0.2767, 0.1736, 0.1139, 0.1015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2002115199998775482", "ticker_idx": 0, "ts": "2025-12-19T20:33:55+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 like $KRKNF but not as much as Anduril itself", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Investor in Anduril (private) and likes KRKNF; bullish on both defense-tech names, Anduril more so.", "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": "I like $KRKNF but not as much as Anduril itself. I am now an investor in Anduril. The products are top tier:  UAV subs, jet plane, bombs. The AI, and platform are also so top tier. I wanted to put in a lot more actually. Love the company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04371593361280568, "ret_signed_m1d": -0.04371593361280568, "alpha_spy_m1d": -0.03473383668066399, "alpha_c_m1d": -0.022553962337640954, "bench_spy_m1d": -0.008982096932141692, "bench_c_m1d": -0.021161971275164726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005009178463463937, "ret_signed_p1d": -0.005009178463463937, "alpha_spy_p1d": -0.011238982313897528, "alpha_c_p1d": -0.010404474162260535, "bench_spy_p1d": 0.006229803850433591, "bench_c_p1d": 0.005395295698796598, "ret_p1w": 0.08151179086218496, "ret_signed_p1w": 0.08151179086218496, "alpha_spy_p1w": 0.06723012330868028, "alpha_c_p1w": 0.06662771603721929, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014884074824965676, "ret_p1m": 0.31124762395702743, "ret_signed_p1m": 0.31124762395702743, "alpha_spy_p1m": 0.2949824265263392, "alpha_c_p1m": 0.30266634189441777, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.008581282062609663, "ret_p3m": 0.5947176390221278, "ret_signed_p3m": 0.5947176390221278, "alpha_spy_p3m": 0.6228697710124681, "alpha_c_p3m": 0.6391903981659871, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.044472759143859286, "ret_p6m": 0.163479030674351, "ret_signed_p6m": 0.163479030674351, "alpha_spy_p6m": 0.05136834608291885, "alpha_c_p6m": -0.16653281679198306, "bench_spy_p6m": 0.11211068459143214, "bench_c_p6m": 0.33001184746633405, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.31124762395702743, "alpha_spy_stated": 0.2949824265263392, "alpha_c_stated": 0.30266634189441777, "price_path": [-0.2714, -0.276, -0.2543, -0.2475, -0.235, -0.2555, -0.2505, -0.2213, -0.1974, -0.087, -0.0209, 0.0291, -0.0187, -0.0756, 0.0692, 0.0105, -0.0132, -0.0346, -0.0551, -0.0191, 0.1318, 0.1908, 0.127, 0.1052, 0.1031, 0.1498, 0.0929, 0.0544, 0.041, -0.046, -0.0779, -0.0847, -0.1302, -0.1416, -0.0688, -0.1082, -0.0945, -0.1667, -0.1562, -0.1619, -0.1325, -0.1462, -0.1598, -0.1325, -0.1257, -0.0323, -0.0378, -0.0378, -0.0219, -0.0915, -0.087, -0.0301, -0.0064, -0.0123, 0.0269, 0.0178, 0.0451, 0.0257, 0.0155, 0.0087, -0.0209, -0.0665, -0.0437, 0.0, -0.005, 0.036, 0.0401, 0.0401, 0.0815, 0.0519, 0.0624, 0.0628, 0.0628, 0.1255, 0.1808, 0.1696, 0.2058, 0.3092, 0.2933, 0.3775, 0.4321, 0.3015, 0.3183, 0.3112, 0.3112, 0.2523, 0.2454, 0.3229, 0.3866, 0.4139, 0.4709, 0.5089, 0.4299, 0.3411, 0.3693, 0.357, 0.2637, 0.2523, 0.357, 0.3593, 0.373, 0.332, 0.2143, 0.2295, 0.2295, 0.2659, 0.3638, 0.357, 0.3775, 0.3286, 0.4367, 0.4299, 0.4709, 0.4185, 0.5348, 0.5619, 0.5194, 0.4672, 0.398, 0.5437, 0.7213, 0.6689, 0.612, 0.5665, 0.5961, 0.6758, 0.5947, 0.5255, 0.4754, 0.5348, 0.5164, 0.4843, 0.3502, 0.3593, 0.24, 0.3183, 0.357, 0.3684, 0.3684, 0.4071, 0.3934, 0.3843, 0.3889, 0.3525, 0.4709, 0.4185, 0.4071, 0.4754, 0.464, 0.4595, 0.3652, 0.4321, 0.3657, 0.3456, 0.3411, 0.291, 0.2671, 0.3115, 0.2409, 0.291, 0.184, 0.1999, 0.1954, 0.161, 0.1566, 0.1339, 0.1817, 0.2379, 0.2067, 0.1767, 0.2263, 0.3046, 0.2689, 0.2083, 0.2083, 0.3411, 0.3547, 0.2864, 0.2436, 0.3572, 0.3843, 0.2796, 0.3454, 0.2341, 0.2045, 0.1648, 0.1088, 0.1594, 0.1498, 0.1635]}
{"unit_id": "orig:2032549691972329569", "ticker_idx": 0, "ts": "2026-03-13T20:09:44+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 glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers NBIS over IREN on higher revenue growth, execution visibility, and multi-platform DC; bearish IREN on BTC mining drag, Microsoft execution risk, and ATM dilution risk.", "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": "This week $NBIS outperformed $IREN in a huge stretch.\n\nI'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it.  Here's why...\n\n1. NBIS revenue growth much higher than IREN\n2.NBIS execution is more visible/software/ platform/customers/multiple platform DC. \n3. IREN AI business is still small, and BTC mining is a huge drag. They obviously can't throw all those miners away, and must keep them running to end of life.\n4. IREN depends on higher execution risk w/ Microsoft. Microsoft reserve the rights discontinue - my nightmare case.  With lack of execution history on the AI side, this is difficult to stomach.\n5. IREN atm risk is looming.", "reply_text": null, "parent_text": null, "quoted_text": null, "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": "orig:2032549691972329569", "ticker_idx": 1, "ts": "2026-03-13T20:09:44+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 AI business is still small, and BTC mining is a huge drag. IREN depends on higher execution risk w/ Microsoft. IREN atm risk is looming.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers NBIS over IREN on higher revenue growth, execution visibility, and multi-platform DC; bearish IREN on BTC mining drag, Microsoft execution risk, and ATM dilution risk.", "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": "This week $NBIS outperformed $IREN in a huge stretch.\n\nI'm glad I sold more than 1/2 $IREN to $NBIS few weeks ago. My only regret I didn't do for all of it.  Here's why...\n\n1. NBIS revenue growth much higher than IREN\n2.NBIS execution is more visible/software/ platform/customers/multiple platform DC. \n3. IREN AI business is still small, and BTC mining is a huge drag. They obviously can't throw all those miners away, and must keep them running to end of life.\n4. IREN depends on higher execution risk w/ Microsoft. Microsoft reserve the rights discontinue - my nightmare case.  With lack of execution history on the AI side, this is difficult to stomach.\n5. IREN atm risk is looming.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07476628612216663, "ret_signed_m1d": 0.07476628612216663, "alpha_spy_m1d": 0.06469194630806752, "alpha_c_m1d": 0.06644994306222529, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.008316343059941333, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.044058736153578026, "ret_signed_p1d": 0.044058736153578026, "alpha_spy_p1d": 0.046689281144683514, "alpha_c_p1d": 0.04933271265334316, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.005273976499765132, "ret_p1w": -0.06186023284933195, "ret_signed_p1w": 0.06186023284933195, "alpha_spy_p1w": 0.044132806542561354, "alpha_c_p1w": 0.06638901256305874, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": 0.004528779713726783, "ret_p1m": 0.05407210457126199, "ret_signed_p1m": -0.05407210457126199, "alpha_spy_p1m": -0.013227028465033541, "alpha_c_p1m": 0.0016311210428405776, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.05570322561410257, "ret_p3m": 0.26190478009424023, "ret_signed_p3m": -0.26190478009424023, "alpha_spy_p3m": -0.15616241098591077, "alpha_c_p3m": -0.189075374510431, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": 0.07282940558380924, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05407210457126199, "alpha_spy_stated": -0.013227028465033541, "alpha_c_stated": 0.0016311210428405776, "price_path": [-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, null, null, null, null, null, null, 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:2028236079753564231", "ticker_idx": 0, "ts": "2026-03-01T22:28:58+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will liquidate all $IREN on any good catalysts to trim down on DC exposure. It has the biggest execution risk IMO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Plans to fully liquidate IREN on catalysts; bearish on execution risk around data center build-out and Microsoft contract dependency.", "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": "@PrjOwnTime I will liquidate all $IREN on any good catalysts to trim down on DC exposure. It has the biggest execution risk IMO. Remember if they f*** up on getting those DC up for whatever reason (acquiring nvidia cards, memory, power, cooling, whatever), Microsoft can walk away.", "reply_text": null, "parent_text": "@DeepValueBagger Wild…. Longer term headwind for $NBIS and $IREN…\n\nProbably some juice left to squeeze this year though.\n\nWill keep this in mind thanks!", "quoted_text": null, "parent_author": "PrjOwnTime", "ret_m1d": -0.010630554075799936, "ret_signed_m1d": 0.010630554075799936, "alpha_spy_m1d": 0.010062354124484862, "alpha_c_m1d": 0.01316466055687504, "bench_spy_m1d": -0.0005681999513150737, "bench_c_m1d": 0.0025341064810751046, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06136750309212602, "ret_signed_p1d": 0.06136750309212602, "alpha_spy_p1d": 0.05255325217964035, "alpha_c_p1d": 0.05961314476049906, "bench_spy_p1d": -0.008814250912485666, "bench_c_p1d": -0.0017543583316269595, "ret_p1w": -0.06160906679545153, "ret_signed_p1w": 0.06160906679545153, "alpha_spy_p1w": 0.04979343999161112, "alpha_c_p1w": 0.042700699203752746, "bench_spy_p1w": -0.011815626803840407, "bench_c_p1w": -0.018908367591698783, "ret_p1m": -0.1717806406184621, "ret_signed_p1m": 0.1717806406184621, "alpha_spy_p1m": 0.12186093149106647, "alpha_c_p1m": 0.1391057729453833, "bench_spy_p1m": -0.04991970912739563, "bench_c_p1m": -0.03267486767307881, "ret_p3m": 0.5474753321155303, "ret_signed_p3m": -0.5474753321155303, "alpha_spy_p3m": -0.4450818747466627, "alpha_c_p3m": -0.54292277599519, "bench_spy_p3m": 0.10239345736886762, "bench_c_p3m": 0.004552556120340334, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1717806406184621, "alpha_spy_stated": 0.12186093149106647, "alpha_c_stated": 0.1391057729453833, "price_path": [0.0621, 0.1223, 0.0802, 0.1196, 0.1317, 0.0611, 0.0616, -0.0304, -0.1428, -0.116, -0.1839, -0.1351, -0.0355, 0.0157, 0.0164, 0.0143, 0.0143, -0.0263, -0.0478, -0.0747, -0.0875, -0.0875, 0.0317, 0.1655, 0.1092, 0.054, 0.1036, 0.1121, 0.216, 0.2803, 0.2776, 0.2537, 0.397, 0.397, 0.3109, 0.2921, 0.2626, 0.3694, 0.265, 0.4494, 0.5207, 0.4458, 0.2984, 0.2824, 0.3141, 0.0858, -0.0387, 0.0106, 0.115, 0.0372, 0.0309, -0.0329, 0.0201, 0.0201, -0.0101, 0.0167, 0.0459, -0.0341, 0.0234, 0.0981, 0.0638, 0.0689, -0.0106, 0.0, -0.0614, 0.0592, -0.0306, -0.1133, -0.0616, -0.079, 0.0143, -0.0005, 0.0046, 0.0858, 0.0379, 0.0198, 0.0065, -0.0024, 0.0186, -0.0065, 0.001, -0.0952, -0.1522, -0.236, -0.1718, -0.1764, -0.1599, -0.1599, -0.1512, -0.1365, -0.1102, -0.1046, -0.05, 0.0406, 0.1445, 0.1795, 0.1525, 0.1626, 0.1771, 0.0913, 0.1691, 0.2568, 0.2235, 0.1684, 0.0737, 0.0355, 0.0995, 0.1032, 0.1955, 0.3225, 0.4733, 0.3735, 0.4786, 0.3324, 0.3665, 0.3329, 0.411, 0.2791, 0.2191, 0.1534, 0.2735, 0.4028, 0.373, 0.373, 0.4443, 0.639, 0.5475, 0.5352, 0.5784, 0.6091, 0.582, 0.4946, 0.3131, 0.4301, 0.3051, 0.2447, 0.3701, 0.4441, 0.4702, 0.4298, 0.404, 0.4487, 0.4487, 0.374, 0.3221, 0.2153, 0.1534, 0.1406, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019844401342927011", "ticker_idx": 0, "ts": "2026-02-06T18:43:26+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 is strong", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS (strong), TSLA (durable), INTC (favorite); uncertain on HOOD given weak economy.", "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": "@coinviction $NBIS is strong... $HOOD i'm not sure with a weak economy. $TSLA is very durable. $INTC is another favorite.", "reply_text": null, "parent_text": "$NBIS wins\n\n$HOOD $UBER", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": -0.1420440876223129, "ret_signed_m1d": -0.1420440876223129, "alpha_spy_m1d": -0.12322042901655694, "alpha_c_m1d": -0.14593149255099058, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": 0.0038874049286776735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07874563181711003, "ret_signed_p1d": 0.07874563181711003, "alpha_spy_p1d": 0.0739239051005327, "alpha_c_p1d": 0.06907050585910501, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.009675125958005015, "ret_p1w": 0.13832757111707905, "ret_signed_p1w": 0.13832757111707905, "alpha_spy_p1w": 0.15117111581387266, "alpha_c_p1w": 0.14852107960227845, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.010193508485199398, "ret_p1m": 0.10267136032461344, "ret_signed_p1m": 0.10267136032461344, "alpha_spy_p1m": 0.12055386265418178, "alpha_c_p1m": 0.08712193947787994, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": 0.015549420846733497, "ret_p3m": 1.265853656159221, "ret_signed_p3m": 1.265853656159221, "alpha_spy_p3m": 1.2003847892143567, "alpha_c_p3m": 1.2488833899048297, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.016970266254391353, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10267136032461344, "alpha_spy_stated": 0.12055386265418178, "alpha_c_stated": 0.08712193947787994, "price_path": [0.1872, 0.0959, 0.0294, -0.0297, -0.0014, 0.0516, 0.1042, -0.017, -0.033, 0.0674, 0.0323, 0.0998, 0.0998, 0.1019, 0.1632, 0.1202, 0.1489, 0.194, 0.1387, 0.1653, 0.1197, 0.087, 0.095, 0.0185, -0.0576, -0.0598, -0.1237, -0.093, 0.039, 0.0828, 0.0456, 0.0584, 0.0584, 0.0173, -0.0007, -0.0108, -0.0278, -0.0278, 0.0447, 0.0782, 0.1642, 0.1174, 0.1301, 0.1374, 0.2466, 0.2245, 0.1844, 0.2066, 0.2628, 0.2628, 0.1532, 0.1483, 0.1249, 0.0976, 0.0623, 0.1367, 0.1664, 0.1023, -0.0106, 0.0239, 0.0447, -0.0431, -0.142, 0.0, 0.0787, 0.0661, 0.0292, 0.0422, 0.1383, 0.1383, 0.1326, 0.1823, 0.2498, 0.1373, 0.1685, 0.1914, 0.2325, 0.2181, 0.0591, 0.057, 0.0081, 0.1357, 0.1109, 0.0375, 0.1027, 0.12, 0.3008, 0.2548, 0.3118, 0.5081, 0.3511, 0.377, 0.4114, 0.3661, 0.3258, 0.3346, 0.3367, 0.2308, 0.171, 0.0715, 0.2051, 0.1841, 0.2639, 0.2639, 0.3071, 0.3635, 0.4518, 0.5834, 0.6837, 0.7951, 0.8808, 0.9369, 0.9203, 0.8251, 0.8485, 0.8182, 0.8135, 0.8244, 0.7092, 0.6836, 0.5739, 0.6398, 0.6055, 0.7943, 1.049, 1.0432, 1.2659, 1.146, 1.0563, 1.1614, 1.0803, 1.4073, 1.5685, 1.5545, 1.3213, 1.2965, 1.2279, 1.5544, 1.4944, 1.4944, 1.4165, 1.4201, 1.6288, 1.684, 2.0721, 2.0265, 1.9231, 2.0159, 1.6459, 1.5319, 1.5566, 1.4587, 1.5812, 1.6987, 2.0206, 2.079, 2.2626, 2.3297, 2.3297, 2.294, 2.1969, 2.0158, 1.9806, 1.7909, null, null, null, null, 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:2019844401342927011", "ticker_idx": 1, "ts": "2026-02-06T18:43:26+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is very durable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS (strong), TSLA (durable), INTC (favorite); uncertain on HOOD given weak economy.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@coinviction $NBIS is strong... $HOOD i'm not sure with a weak economy. $TSLA is very durable. $INTC is another favorite.", "reply_text": null, "parent_text": "$NBIS wins\n\n$HOOD $UBER", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": -0.03381088854992842, "ret_signed_m1d": -0.03381088854992842, "alpha_spy_m1d": -0.014987229944172453, "alpha_c_m1d": -0.02974278344696668, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.004068105102961739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015105500216312517, "ret_signed_p1d": 0.015105500216312517, "alpha_spy_p1d": 0.010283773499735194, "alpha_c_p1d": 0.018834591150663327, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.0037290909343508094, "ret_p1w": 0.015397381030360036, "ret_signed_p1w": 0.015397381030360036, "alpha_spy_p1w": 0.028240925727153643, "alpha_c_p1w": 0.030737609859081028, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.015340228828720992, "ret_p1m": -0.030235200113545524, "ret_signed_p1m": -0.030235200113545524, "alpha_spy_p1m": -0.012352697783977185, "alpha_c_p1m": -0.0014192554630942933, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.02881594465045123, "ret_p3m": -0.030113533619592348, "ret_signed_p3m": -0.030113533619592348, "alpha_spy_p3m": -0.09558240056445677, "alpha_c_p3m": -0.04808797135401166, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.017974437734419313, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030235200113545524, "alpha_spy_stated": -0.012352697783977185, "alpha_c_stated": -0.0014192554630942933, "price_path": [0.0693, 0.0474, -0.0222, -0.0164, -0.0053, -0.024, -0.0173, -0.0386, -0.0487, 0.0162, 0.0202, 0.0376, 0.0376, 0.0464, 0.0463, 0.0441, 0.0867, 0.1056, 0.1068, 0.0693, 0.0828, 0.0981, 0.087, 0.1164, 0.1562, 0.1916, 0.1366, 0.1758, 0.1705, 0.1888, 0.1811, 0.1807, 0.1807, 0.1559, 0.118, 0.1054, 0.0939, 0.0939, 0.0656, 0.0987, 0.0531, 0.0494, 0.0601, 0.0825, 0.0921, 0.0878, 0.0683, 0.0668, 0.0642, 0.0642, 0.0198, 0.0495, 0.093, 0.0923, 0.0586, 0.0481, 0.0495, 0.0133, 0.0469, 0.026, 0.0264, -0.0124, -0.0338, 0.0, 0.0151, 0.0343, 0.0417, 0.0145, 0.0154, 0.0154, -0.0012, 0.0005, 0.0015, 0.0017, -0.0274, -0.0042, 0.0153, -0.0062, -0.0209, -0.0189, -0.0454, -0.0126, -0.0135, -0.035, -0.0302, -0.0289, -0.008, -0.0392, -0.0484, -0.0378, -0.0288, -0.0446, -0.0749, -0.105, -0.0736, -0.0683, -0.0612, -0.0949, -0.1199, -0.1358, -0.0957, -0.0726, -0.1229, -0.1229, -0.1418, -0.1568, -0.1651, -0.1593, -0.1512, -0.1428, -0.1141, -0.0466, -0.054, -0.0255, -0.0453, -0.0601, -0.0574, -0.0909, -0.0847, -0.0789, -0.0854, -0.0932, -0.0717, -0.0494, -0.0452, -0.0529, -0.0301, 0.0017, 0.0419, 0.0824, 0.0543, 0.0831, 0.0783, 0.0271, -0.0027, -0.017, 0.015, 0.0164, 0.0362, 0.0362, 0.0547, 0.0711, 0.0754, 0.06, 0.0116, 0.0307, 0.0306, 0.0179, -0.0489, -0.0053, -0.0351, -0.0718, -0.0291, -0.0114, 0.0001, -0.0157, -0.0358, -0.0258, -0.0258, -0.0147, -0.0718, -0.0865, -0.0875, -0.0764, null, null, null, null, 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:2019844401342927011", "ticker_idx": 2, "ts": "2026-02-06T18:43:26+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC is another favorite", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long NBIS (strong), TSLA (durable), INTC (favorite); uncertain on HOOD given weak economy.", "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": "reply_other", "lang": "en", "tweet_text": "@coinviction $NBIS is strong... $HOOD i'm not sure with a weak economy. $TSLA is very durable. $INTC is another favorite.", "reply_text": null, "parent_text": "$NBIS wins\n\n$HOOD $UBER", "quoted_text": null, "parent_author": "coinviction", "ret_m1d": -0.04645183765631755, "ret_signed_m1d": -0.04645183765631755, "alpha_spy_m1d": -0.027628179050561585, "alpha_c_m1d": 0.004786770298372489, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.05123860795469004, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00691833313037038, "ret_signed_p1d": -0.00691833313037038, "alpha_spy_p1d": -0.011740059846947704, "alpha_c_p1d": -0.019366982641090047, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": 0.012448649510719667, "ret_p1w": -0.07511364351846439, "ret_signed_p1w": -0.07511364351846439, "alpha_spy_p1w": -0.06227009882167078, "alpha_c_p1w": -0.09022632225980443, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": 0.015112678741340035, "ret_p1m": -0.09903139565966024, "ret_signed_p1m": -0.09903139565966024, "alpha_spy_p1m": -0.0811488933300919, "alpha_c_p1m": -0.08090616501127357, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.01812523064838667, "ret_p3m": 1.2338407154649818, "ret_signed_p3m": 1.2338407154649818, "alpha_spy_p3m": 1.1683718485201173, "alpha_c_p3m": 0.8650867801485718, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.36875393531641, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09903139565966024, "alpha_spy_stated": -0.0811488933300919, "alpha_c_stated": -0.08090616501127357, "price_path": [-0.2512, -0.251, -0.2902, -0.2979, -0.3139, -0.3214, -0.306, -0.3354, -0.318, -0.2925, -0.2918, -0.2724, -0.2724, -0.1983, -0.2091, -0.1407, -0.135, -0.1994, -0.1815, -0.2034, -0.1994, -0.1939, -0.219, -0.2526, -0.2585, -0.2625, -0.2874, -0.2829, -0.2722, -0.2811, -0.2815, -0.2852, -0.2852, -0.2844, -0.275, -0.2627, -0.2706, -0.2706, -0.2216, -0.2218, -0.2085, -0.1573, -0.1874, -0.0996, -0.1291, -0.0652, -0.037, -0.0449, -0.0718, -0.0718, -0.0401, 0.0723, 0.0737, -0.1091, -0.1601, -0.1316, -0.0358, -0.0381, -0.0814, -0.0352, -0.0265, -0.0393, -0.0465, 0.0, -0.0069, -0.0684, -0.0455, -0.0812, -0.0751, -0.0751, -0.0872, -0.1014, -0.118, -0.1281, -0.1376, -0.0884, -0.0733, -0.1014, -0.0984, -0.1006, -0.1481, -0.099, -0.0917, -0.1417, -0.099, -0.0753, -0.0516, -0.1056, -0.0953, -0.0955, -0.1291, -0.1099, -0.0872, -0.1328, -0.1301, -0.1291, -0.0674, -0.1283, -0.1475, -0.1858, -0.1277, -0.0506, -0.0042, -0.0042, 0.0038, 0.0459, 0.1653, 0.22, 0.2331, 0.2884, 0.2613, 0.2837, 0.354, 0.354, 0.2987, 0.3097, 0.2902, 0.32, 0.6315, 0.68, 0.6707, 0.8729, 0.8676, 0.9692, 0.8933, 1.1378, 1.2338, 1.1668, 1.4693, 1.5586, 1.3841, 1.3777, 1.2916, 1.15, 1.1382, 1.1902, 1.3515, 1.3424, 1.3688, 1.3688, 1.4416, 1.407, 1.3896, 1.2669, 1.1611, 1.1334, 1.2279, 1.2095, 0.9603, 1.1797, 1.1332, 1.1158, 1.3119, 1.4623, 1.5274, 1.3137, 1.3938, 1.6485, 1.6485, 1.7859, 1.6147, 1.6023, 1.6264, 1.5365, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049650661273321980", "ticker_idx": 0, "ts": "2026-04-30T00:42:52+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Based on Google, Amazon, Meta and Microsoft earnings, i heard that CPU is still very much in demand. $intc", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC: hyperscaler earnings confirm CPU demand remains strong.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Based on Google, Amazon, Meta and Microsoft earnings, i heard that CPU is still very much in demand. $intc https://t.co/ICQBQJDafq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.002857712039302074, "ret_signed_m1d": 0.002857712039302074, "alpha_spy_m1d": 0.012709325622063172, "alpha_c_m1d": 0.016948362953489338, "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": 0.05440303987109485, "ret_signed_p1d": 0.05440303987109485, "alpha_spy_p1d": 0.05163394457874415, "alpha_c_p1d": 0.048285250764591, "bench_spy_p1d": 0.0027690952923506984, "bench_c_p1d": 0.006117789106503846, "ret_p1w": 0.16024554246099476, "ret_signed_p1w": 0.16024554246099476, "alpha_spy_p1w": 0.14226758231720038, "alpha_c_p1w": 0.09437094843506122, "bench_spy_p1w": 0.01797796014379438, "bench_c_p1w": 0.06587459402593354, "ret_p1m": 0.21380182293102945, "ret_signed_p1m": 0.21380182293102945, "alpha_spy_p1m": 0.16117606989352673, "alpha_c_p1m": 0.03182757436586203, "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": 0.21380182293102945, "alpha_spy_stated": 0.16117606989352673, "alpha_c_stated": 0.03182757436586203, "price_path": [-0.4834, -0.4787, -0.4856, -0.4894, -0.4645, -0.4682, -0.5012, -0.4889, -0.508, -0.5048, -0.5048, -0.5112, -0.5188, -0.5277, -0.5331, -0.5382, -0.5119, -0.5038, -0.5188, -0.5173, -0.5184, -0.5438, -0.5176, -0.5137, -0.5404, -0.5176, -0.5049, -0.4922, -0.5211, -0.5156, -0.5157, -0.5337, -0.5234, -0.5112, -0.5357, -0.5342, -0.5337, -0.5006, -0.5332, -0.5435, -0.564, -0.5329, -0.4916, -0.4668, -0.4668, -0.4625, -0.44, -0.3761, -0.3467, -0.3398, -0.3101, -0.3246, -0.3127, -0.275, -0.275, -0.3046, -0.2987, -0.3092, -0.2932, -0.1264, -0.1004, -0.1054, 0.0029, 0.0, 0.0544, 0.0138, 0.1447, 0.1961, 0.1602, 0.3222, 0.37, 0.2766, 0.2732, 0.227, 0.1512, 0.1449, 0.1727, 0.2591, 0.2542, 0.2684, 0.2684, 0.3074, 0.2888, 0.2795, 0.2138, 0.1572, 0.1424, 0.193, 0.1831, 0.0496, 0.1671, 0.1423, 0.1329, 0.2379, 0.3185, 0.3533, 0.2389, 0.2818, 0.4182, 0.4182, 0.4917, 0.4001, 0.3934, 0.4063, 0.3582, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049500350776816068", "ticker_idx": 0, "ts": "2026-04-29T14:45:36+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For every $10 to $INTC goes up, I gain half a million dollar. This is the hidden power of deep conviction.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds a massive long INTC position (~50,000 shares); deep conviction over a 12-month horizon.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Call me Crouching Value Hidden Bagger.\n\nFor every $10 to $INTC goes up, I gain half a million dollar. This is the hidden power of deep conviction. You may not hear me talk about a dozen companies at a time. Honestly It's tiring to keep track of it. The more busy you are doesn't mean the better investor you are. You sit, and think about what is the most important thing that will happen in 12 months.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10796837316024899, "ret_signed_m1d": -0.10796837316024899, "alpha_spy_m1d": -0.10812290636205568, "alpha_c_m1d": -0.09121430906209327, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0028495687922576174, "ret_signed_p1d": -0.0028495687922576174, "alpha_spy_p1d": -0.012799202319822456, "alpha_c_p1d": -0.01714160378234353, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.19271770064623195, "ret_signed_p1w": 0.19271770064623195, "alpha_spy_p1w": 0.16144927888255656, "alpha_c_p1w": 0.09227327824721598, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.27588389857148754, "ret_signed_p1m": 0.27588389857148754, "alpha_spy_p1m": 0.21542693262838664, "alpha_c_p1m": 0.07521527049970089, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27588389857148754, "alpha_spy_stated": 0.21542693262838664, "alpha_c_stated": 0.07521527049970089, "price_path": [-0.5096, -0.4849, -0.4802, -0.4871, -0.4909, -0.4661, -0.4698, -0.5026, -0.4903, -0.5094, -0.5062, -0.5062, -0.5126, -0.5202, -0.5291, -0.5345, -0.5395, -0.5132, -0.5052, -0.5202, -0.5186, -0.5198, -0.5451, -0.5189, -0.515, -0.5417, -0.5189, -0.5063, -0.4936, -0.5224, -0.5169, -0.517, -0.535, -0.5247, -0.5126, -0.537, -0.5355, -0.535, -0.5021, -0.5346, -0.5448, -0.5653, -0.5342, -0.4931, -0.4683, -0.4683, -0.4641, -0.4416, -0.3778, -0.3486, -0.3416, -0.3121, -0.3265, -0.3146, -0.277, -0.277, -0.3066, -0.3007, -0.3111, -0.2952, -0.1289, -0.103, -0.108, 0.0, -0.0028, 0.0514, 0.0109, 0.1414, 0.1927, 0.1569, 0.3184, 0.3661, 0.2729, 0.2696, 0.2235, 0.148, 0.1416, 0.1694, 0.2555, 0.2507, 0.2648, 0.2648, 0.3036, 0.2852, 0.2759, 0.2103, 0.1539, 0.1391, 0.1896, 0.1797, 0.0466, 0.1638, 0.139, 0.1297, 0.2344, 0.3147, 0.3494, 0.2354, 0.2781, 0.4141, 0.4141, 0.4875, 0.3961, 0.3894, 0.4023, 0.3543, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2019972111805317363", "ticker_idx": 0, "ts": "2026-02-07T03:10:55+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bullish only intc because it's agnostic, not just ai, modem chip , cpu, gaming, memory and so many uses cases. That way it's less sensitive to ai pullback.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long INTC on diversified use-case exposure (modem, CPU, gaming, memory) making it less sensitive to AI pullback.", "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": "reply_other", "lang": "en", "tweet_text": "@Spykex02 I'm bullish only intc because it's agnostic, not just ai, modem chip , cpu, gaming, memory and so many uses cases.   That way it's less sensitive to ai pullback.", "reply_text": null, "parent_text": "@DeepValueBagger Are you bullish semiconductors with all the capex?", "quoted_text": null, "parent_author": "Spykex02", "ret_m1d": 0.006966529905016117, "ret_signed_m1d": 0.006966529905016117, "alpha_spy_m1d": 0.011765119135697999, "alpha_c_m1d": 0.01926211597423122, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06190287632264413, "ret_signed_p1d": -0.06190287632264413, "alpha_spy_p1d": -0.05926581855194468, "alpha_c_p1d": -0.057255183812557675, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": -0.06867039505729444, "ret_signed_p1w": -0.06867039505729444, "alpha_spy_p1w": -0.05108989202508474, "alpha_c_p1w": -0.07130166848721897, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.06886948215714139, "ret_signed_p1m": -0.06886948215714139, "alpha_spy_p1m": -0.044703496771661744, "alpha_c_p1m": -0.04595049171301213, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 1.1819267333656538, "ret_signed_p3m": 1.1819267333656538, "alpha_spy_p3m": 1.1248217531073346, "alpha_c_p3m": 0.8537575862060851, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06886948215714139, "alpha_spy_stated": -0.044703496771661744, "alpha_c_stated": -0.04595049171301213, "price_path": [-0.2458, -0.2852, -0.293, -0.3091, -0.3167, -0.3012, -0.3308, -0.3133, -0.2876, -0.2868, -0.2673, -0.2673, -0.1927, -0.2036, -0.1348, -0.129, -0.1939, -0.1758, -0.1979, -0.1939, -0.1883, -0.2136, -0.2474, -0.2534, -0.2574, -0.2824, -0.2779, -0.2671, -0.2761, -0.2765, -0.2803, -0.2803, -0.2795, -0.2699, -0.2576, -0.2655, -0.2655, -0.2162, -0.2164, -0.203, -0.1515, -0.1817, -0.0934, -0.123, -0.0587, -0.0303, -0.0382, -0.0653, -0.0653, -0.0334, 0.0798, 0.0812, -0.1029, -0.1543, -0.1256, -0.0291, -0.0314, -0.075, -0.0285, -0.0197, -0.0326, -0.0398, 0.007, 0.0, -0.0619, -0.0388, -0.0748, -0.0687, -0.0687, -0.0808, -0.0951, -0.1119, -0.122, -0.1316, -0.082, -0.0669, -0.0951, -0.0922, -0.0943, -0.1421, -0.0928, -0.0854, -0.1357, -0.0928, -0.0689, -0.045, -0.0993, -0.089, -0.0892, -0.123, -0.1037, -0.0808, -0.1268, -0.124, -0.123, -0.0609, -0.1222, -0.1415, -0.1801, -0.1216, -0.044, 0.0028, 0.0028, 0.0107, 0.0531, 0.1734, 0.2285, 0.2416, 0.2974, 0.2701, 0.2926, 0.3635, 0.3635, 0.3077, 0.3189, 0.2992, 0.3292, 0.6429, 0.6917, 0.6823, 0.8859, 0.8806, 0.9829, 0.9064, 1.1527, 1.2494, 1.1819, 1.4865, 1.5764, 1.4007, 1.3943, 1.3075, 1.165, 1.1531, 1.2054, 1.3678, 1.3587, 1.3854, 1.3854, 1.4586, 1.4238, 1.4062, 1.2826, 1.1762, 1.1483, 1.2434, 1.2249, 0.9739, 1.1949, 1.1481, 1.1306, 1.328, 1.4795, 1.545, 1.3298, 1.4104, 1.667, 1.667, 1.8053, 1.633, 1.6204, 1.6447, 1.5541, null, null, null, null, null, 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:1986418198170792408", "ticker_idx": 0, "ts": "2025-11-06T12:59:38+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There's only so much you can pack in an app like this... There's a tradeoff in increase monetization and growth -- we may see a shock - i know this is speculation but another reason I would hesitate", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish DUOL: pricing in revenue decline, monetization/growth tradeoff limits upside, hesitant to own.", "resolved_tickers": ["DUOL"], "resolution_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": "You can search my profile for $DUOL. I have been very consistent with it. You're seeing a pricing in of decline revenue. There's only so much you can pack in an app like this, speaking as former product leader in this Mobile app space (Zynga execs were my desk-mates) as well. There's a tradeoff in increase monetization and growth -- we may see a shock - i know this is speculation but another reason I would hesitate.\n\nI look at qualitative aspect of it. obv the numbers look great. but there's a reason why it's down.", "reply_text": null, "parent_text": "@DeepValueBagger Heheh, gotta love these memes. But on a more serious note; you think so? What’s your take on it DVB?", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": 0.34210788500698386, "ret_signed_m1d": -0.34210788500698386, "alpha_spy_m1d": -0.33126206152672255, "alpha_c_m1d": -0.33126206152672255, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.010845823480261307, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03855683394706366, "ret_signed_p1d": -0.03855683394706366, "alpha_spy_p1d": -0.03757226886840459, "alpha_c_p1d": -0.03757226886840459, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.03716327037724432, "ret_signed_p1w": 0.03716327037724432, "alpha_spy_p1w": 0.03974412723347209, "alpha_c_p1w": 0.03974412723347209, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.0025808568562277756, "ret_p1m": 0.031020926687482797, "ret_signed_p1m": -0.031020926687482797, "alpha_spy_p1m": -0.008076355479621489, "alpha_c_p1m": -0.008076355479621489, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": -0.37916798095919924, "ret_signed_p3m": 0.37916798095919924, "alpha_spy_p3m": 0.4108809102799311, "alpha_c_p3m": 0.4108809102799311, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.42577683056829807, "ret_signed_p6m": 0.42577683056829807, "alpha_spy_p6m": 0.5069980327971757, "alpha_c_p6m": 0.5069980327971757, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.08122120222887763, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.031020926687482797, "alpha_spy_stated": -0.008076355479621489, "alpha_c_stated": -0.008076355479621489, "price_path": [0.758, 0.6668, 0.6926, 0.7027, 0.6875, 0.9056, 0.7583, 0.7491, 0.7834, 0.713, 0.6591, 0.6312, 0.641, 0.666, 0.5374, 0.5374, 0.4967, 0.4582, 0.4076, 0.3997, 0.4002, 0.4116, 0.4757, 0.5967, 0.5893, 0.4716, 0.4491, 0.4409, 0.4951, 0.5015, 0.5967, 0.5459, 0.5545, 0.6181, 0.6847, 0.697, 0.6612, 0.5677, 0.6156, 0.6653, 0.6533, 0.6516, 0.7925, 0.7404, 0.6775, 0.7033, 0.7167, 0.7605, 0.7062, 0.6724, 0.6142, 0.6394, 0.5875, 0.6179, 0.6104, 0.5832, 0.5169, 0.4079, 0.3566, 0.3969, 0.3675, 0.3525, 0.3421, 0.0, 0.0386, -0.0049, 0.0059, -0.037, -0.0372, -0.0448, -0.0798, -0.0944, -0.0994, -0.1328, -0.1082, -0.1098, -0.0928, -0.0274, -0.0274, -0.012, -0.0428, -0.0574, -0.0434, -0.0277, 0.031, 0.0732, 0.0792, 0.0191, 0.0373, 0.0131, -0.0401, -0.036, -0.0505, -0.056, -0.0402, -0.0432, -0.0747, -0.0674, -0.0674, -0.0624, -0.07, -0.0857, -0.0941, -0.0941, -0.0891, -0.0443, -0.0764, -0.09, -0.1026, -0.0882, -0.1652, -0.1442, -0.1934, -0.203, -0.2249, -0.2249, -0.2331, -0.2422, -0.2067, -0.1949, -0.2177, -0.246, -0.2629, -0.2801, -0.308, -0.319, -0.3792, -0.3966, -0.4098, -0.3837, -0.3862, -0.377, -0.4358, -0.4216, -0.419, -0.419, -0.4215, -0.4195, -0.4265, -0.4171, -0.4522, -0.4352, -0.4237, -0.3938, -0.4787, -0.4796, -0.4755, -0.5036, -0.4759, -0.4739, -0.4817, -0.5087, -0.49, -0.5101, -0.4922, -0.4738, -0.4613, -0.4836, -0.4859, -0.4939, -0.4851, -0.4958, -0.4884, -0.4936, -0.5078, -0.5142, -0.4912, -0.5035, -0.5017, -0.5017, -0.487, -0.503, -0.53, -0.5327, -0.5353, -0.5172, -0.5279, -0.4901, -0.466, -0.4812, -0.4589, -0.4703, -0.4554, -0.4823, -0.466, -0.4668, -0.4516, -0.4486, -0.4317, -0.4258]}
{"unit_id": "reply:2049496073597551046", "ticker_idx": 0, "ts": "2026-04-29T14:28:36+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 without a doubt. The CEO is a tech ceo who wants to be the 4th Hyperscaler (a native AI hyperscaler)! Strong ambition... NBIS built their own servers instead of buying expensive DELL servers, built their entire software stack. Investment from $NVDA. These are strong signals.", "tweet_type": "prediction", "timeline": "years", "summary": "Strong conviction long NBIS for long-term hold: tech-focused CEO with hyperscaler ambitions, proprietary servers/software stack, and NVDA investment as key signals.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "$NBIS without a doubt. The CEO is a tech ceo who wants to be the 4th Hyperscaler (a native AI hyperscaler)!  Strong ambition, not some finance CEO who tells everyone \"we're early, don't rush it, we'll get a perfect deal\".   NBIS built their own servers instead of buying expensive DELL servers, built their entire software stack. Investment from $NVDA. These are strong signals.", "reply_text": null, "parent_text": "@DeepValueBagger Which one you choose $IREN or $NBIS for longterm hold", "quoted_text": null, "parent_author": "TempoMeow", "ret_m1d": -0.04022953351054381, "ret_signed_m1d": -0.04022953351054381, "alpha_spy_m1d": -0.04038406671235051, "alpha_c_m1d": -0.04421942714235216, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.00398989363180835, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020964704743139273, "ret_signed_p1d": -0.020964704743139273, "alpha_spy_p1d": -0.03091433827070411, "alpha_c_p1d": -0.031546720590851396, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.010582015847712123, "ret_p1w": 0.3817550319743981, "ret_signed_p1w": 0.3817550319743981, "alpha_spy_p1w": 0.3504866102107227, "alpha_c_p1w": 0.3638870945608452, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.01786793741355286, "ret_p1m": 0.6030879837389447, "ret_signed_p1m": 0.6030879837389447, "alpha_spy_p1m": 0.5426310177958438, "alpha_c_p1m": 0.5911182364956808, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.011969747243263829, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.3966, -0.3756, -0.3629, -0.4165, -0.4768, -0.3902, -0.3422, -0.3499, -0.3724, -0.3645, -0.3058, -0.3058, -0.3093, -0.279, -0.2378, -0.3065, -0.2874, -0.2735, -0.2484, -0.2572, -0.3541, -0.3554, -0.3852, -0.3075, -0.3225, -0.3673, -0.3276, -0.317, -0.2068, -0.2348, -0.2, -0.0803, -0.1761, -0.1603, -0.1393, -0.1669, -0.1915, -0.1861, -0.1849, -0.2495, -0.2859, -0.3466, -0.2651, -0.2779, -0.2293, -0.2293, -0.2029, -0.1685, -0.1147, -0.0344, 0.0268, 0.0947, 0.147, 0.1812, 0.171, 0.113, 0.1273, 0.1088, 0.1059, 0.1125, 0.0423, 0.0267, -0.0402, 0.0, -0.021, 0.0942, 0.2495, 0.246, 0.3818, 0.3087, 0.254, 0.3181, 0.2686, 0.468, 0.5663, 0.5578, 0.4155, 0.4005, 0.3586, 0.5577, 0.5211, 0.5211, 0.4736, 0.4758, 0.6031, 0.6367, 0.8734, 0.8456, 0.7826, 0.8392, 0.6135, 0.544, 0.559, 0.4993, 0.574, 0.6457, 0.842, 0.8776, 0.9896, 1.0305, 1.0305, 1.0087, 0.9495, 0.8391, 0.8176, 0.702, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2027409840679571865", "ticker_idx": 0, "ts": "2026-02-27T15:45:48+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vertiv is global leader in cooling, the hardest part of the puzzle", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long VRT at $246; AI data center buildout drives demand for Vertiv's off-the-shelf cooling solutions as the global leader in the hardest part of the puzzle.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "AI scaling is very is very modular and a lot of companies that goes in to AI data center don't have no experience with data center or cooling so we're to provide these off the shelf Solutions which makes a lot of sense. Vertiv is global leader in cooling, the hardest part of the puzzle.", "reply_text": null, "parent_text": "@DeepValueBagger Honest question, what’s your reasoning for entering a position like VRT at 246 after a huge pump this month already? Mentally feels too risky for me", "quoted_text": null, "parent_author": "Supramantis", "ret_m1d": 0.017026988405477228, "ret_signed_m1d": 0.017026988405477228, "alpha_spy_m1d": 0.012201877650383608, "alpha_c_m1d": 0.019510858920694152, "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": 0.011220563762807556, "ret_signed_p1d": 0.011220563762807556, "alpha_spy_p1d": 0.01065204077675963, "alpha_c_p1d": 0.0012849085133666005, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.009935655249440956, "ret_p1w": -0.051433902404872, "ret_signed_p1w": -0.051433902404872, "alpha_spy_p1w": -0.031593917117059056, "alpha_c_p1w": -0.01078810299845856, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.04064579940641344, "ret_p1m": -0.08087508059820492, "ret_signed_p1m": -0.08087508059820492, "alpha_spy_p1m": -0.004643536463477482, "alpha_c_p1m": 0.0325377162708228, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.11341279686902772, "ret_p3m": 0.2548789838092087, "ret_signed_p3m": 0.2548789838092087, "alpha_spy_p3m": 0.15791030436305875, "alpha_c_p3m": 0.2681466140162747, "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": -0.08087508059820492, "alpha_spy_stated": -0.004643536463477482, "alpha_c_stated": 0.0325377162708228, "price_path": [-0.2902, -0.2982, -0.2838, -0.2584, -0.2718, -0.3002, -0.2867, -0.2991, -0.3673, -0.3655, -0.3697, -0.4122, -0.3943, -0.373, -0.3478, -0.3477, -0.3453, -0.3453, -0.3425, -0.3502, -0.3553, -0.3644, -0.3644, -0.311, -0.3175, -0.3136, -0.327, -0.3692, -0.3582, -0.3329, -0.3224, -0.3297, -0.3231, -0.3059, -0.3059, -0.3127, -0.288, -0.2894, -0.284, -0.289, -0.2577, -0.2398, -0.2346, -0.2696, -0.2545, -0.254, -0.2838, -0.3026, -0.2327, -0.2075, -0.2168, -0.025, -0.0721, -0.0799, -0.0799, -0.0446, -0.0458, -0.0464, -0.0437, -0.0372, -0.0068, 0.0286, 0.017, 0.0, 0.0112, -0.041, -0.0142, -0.0202, -0.0514, 0.0371, 0.0595, 0.0525, 0.0412, 0.0157, 0.0386, 0.0533, 0.0388, 0.0563, 0.0041, 0.0046, 0.063, 0.0837, -0.0095, -0.0148, -0.0809, -0.0167, 0.0178, 0.0254, 0.0254, 0.0153, 0.0293, 0.1028, 0.1288, 0.1581, 0.1771, 0.2185, 0.1818, 0.1542, 0.2061, 0.2338, 0.2261, 0.1974, 0.2626, 0.2693, 0.2653, 0.197, 0.2015, 0.2891, 0.2884, 0.2988, 0.3382, 0.4085, 0.3343, 0.3341, 0.4438, 0.4407, 0.4519, 0.4764, 0.4556, 0.3332, 0.2661, 0.2388, 0.2691, 0.285, 0.285, 0.2711, 0.2549, 0.2329, 0.2389, 0.269, 0.3126, 0.3006, 0.2711, 0.1793, 0.1795, 0.1361, 0.1026, 0.1689, 0.1885, 0.2243, 0.1759, 0.2465, 0.3072, 0.3072, 0.405, 0.2494, 0.242, 0.2779, 0.193, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2009593609751060741", "ticker_idx": 0, "ts": "2026-01-09T11:50:27+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "End of this quarter with 1.4gw coming online should be good", "tweet_type": "prediction", "timeline": "weeks", "summary": "Still bullish IREN into end of quarter as 1.4GW capacity comes online.", "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 End of this quarter with 1.4gw coming online should be good", "reply_text": null, "parent_text": "@DeepValueBagger Does this concern you? Do you still hold the same bullish stance on $IREN as you did 6 months ago?", "quoted_text": null, "parent_author": "OInvests", "ret_m1d": -0.007603703745447721, "ret_signed_m1d": -0.007603703745447721, "alpha_spy_m1d": -0.0010337702351268518, "alpha_c_m1d": -0.010654138726898799, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": 0.003050434981451078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09341740529638787, "ret_signed_p1d": 0.09341740529638787, "alpha_spy_p1d": 0.09184697229572403, "alpha_c_p1d": 0.10131262034853294, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": -0.007895215052145077, "ret_p1w": 0.25613732844221127, "ret_signed_p1w": 0.25613732844221127, "alpha_spy_p1w": 0.25960962617735406, "alpha_c_p1w": 0.2792847184016115, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.023147389959400244, "ret_p1m": 0.0026070551762866767, "ret_signed_p1m": 0.0026070551762866767, "alpha_spy_p1m": 0.00277997608088576, "alpha_c_p1m": 0.03472623962438459, "bench_spy_p1m": -0.00017292090459908316, "bench_c_p1m": -0.032119184448097915, "ret_p3m": -0.199869589229277, "ret_signed_p3m": -0.199869589229277, "alpha_spy_p3m": -0.17650917733097504, "alpha_c_p3m": -0.12330734425494838, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.07656224497432862, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0026070551762866767, "alpha_spy_stated": 0.00277997608088576, "alpha_c_stated": 0.03472623962438459, "price_path": [0.5112, 0.4769, 0.3433, 0.3191, 0.2866, 0.1991, 0.126, 0.2136, 0.3665, 0.4119, 0.3561, 0.3126, 0.2648, 0.3198, 0.4719, 0.4475, 0.66, 0.4547, 0.3552, 0.3072, 0.2466, 0.2101, 0.0569, 0.0074, 0.03, 0.0613, -0.0043, -0.0556, -0.0819, 0.0534, 0.0313, 0.0526, 0.0526, 0.0387, 0.0534, -0.1067, -0.045, 0.0091, -0.0287, 0.0067, 0.0176, -0.0458, -0.0454, -0.1282, -0.2292, -0.2051, -0.2661, -0.2222, -0.1327, -0.0867, -0.086, -0.088, -0.088, -0.1245, -0.1438, -0.1679, -0.1794, -0.1794, -0.0723, 0.048, -0.0026, -0.0522, -0.0076, 0.0, 0.0934, 0.1512, 0.1488, 0.1273, 0.2561, 0.2561, 0.1788, 0.1619, 0.1353, 0.2314, 0.1375, 0.3033, 0.3674, 0.3, 0.1675, 0.1532, 0.1816, -0.0237, -0.1356, -0.0912, 0.0026, -0.0673, -0.073, -0.1303, -0.0828, -0.0828, -0.1099, -0.0858, -0.0595, -0.1314, -0.0797, -0.0126, -0.0434, -0.0389, -0.1104, -0.1008, -0.156, -0.0476, -0.1283, -0.2027, -0.1562, -0.1718, -0.088, -0.1012, -0.0967, -0.0237, -0.0667, -0.083, -0.0949, -0.103, -0.0841, -0.1067, -0.0999, -0.1864, -0.2377, -0.3131, -0.2553, -0.2594, -0.2446, -0.2446, -0.2368, -0.2235, -0.1999, -0.1949, -0.1458, -0.0643, 0.0291, 0.0606, 0.0363, 0.0454, 0.0584, -0.0187, 0.0513, 0.1301, 0.1002, 0.0506, -0.0345, -0.0689, -0.0113, -0.008, 0.075, 0.1892, 0.3248, 0.2351, 0.3296, 0.1981, 0.2288, 0.1986, 0.2687, 0.1501, 0.0962, 0.0371, 0.1451, 0.2614, 0.2346, 0.2346, 0.2987, 0.4738, 0.3915, 0.3804, 0.4193, 0.4469, 0.4226, 0.3439, 0.1808, 0.2859, 0.1736, 0.1193, 0.232, 0.2985, 0.322, 0.2857, 0.2624, 0.3026, 0.3026, 0.2355, 0.1888, 0.0928, 0.0371, 0.0256, null, null, null, null, null, null]}
{"unit_id": "orig:2027168278238343624", "ticker_idx": 0, "ts": "2026-02-26T23:45:55+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This will be a new growth segment for $APPL $NVDA and $DELL. All have shared very bullish guidances so far.", "tweet_type": "prediction", "timeline": "years", "summary": "Long AAPL, NVDA, DELL as primary beneficiaries of a 2026 edge-computing boom driven by local inference demand.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "BIG 2026 PREDICTION: EDGE COMPUTING\n\nI went deep into the rabbit hole with OpenClaw and setting it up for my personal uses like finance, and health. It costed me nearly $200 for over 2 weeks use. The $80 claude max ran out in a few days, and tokens from openai ran out fast. I figured that xai has the lowest cost by 10x to 15x factor.  That's when I digged into a bit more with local model. With my 12GB VRAM RTX, I could run a decent model suprisingly with newer backend like vllm serving openai compatible apis.  \n\nI ordered by first Nvidia blackwell gb10 128MB VRAM to do more computation. At the pace I'm using with more frequent updates, the only economical way is local inference.  Anyways my whole experience convinced me that in 2026 there will be a big shift into edge computing. Openclaw community have been buying up M3 Ultra 128GB $3500 all the way up to 512GB $10K unified RAM (eg it talks directly to the CPU). Apple is selling them like hotcakes. On the nonmac, Nvidia has been licensing to HP, Asus, and Dell. AMD also has a solution with 395+ CPU, and Intel will soon have one.  \n\nMark my words, every company will want their own rack server, and every developer will have their own local inference computer.  The price reminds me of the the same cost of my first computer 33Mhz 4GB RAM computer. As cost decreases, it will be more accessible for each person.  This will be a new growth segment for  $APPL $NVDA and $DELL. 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This will be a new growth segment for  $APPL $NVDA and $DELL. All have shared very bullish guidances so far.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.17983524134654783, "ret_signed_m1d": -0.17983524134654783, "alpha_spy_m1d": -0.18466035210164145, "alpha_c_m1d": -0.19605034629145046, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.016215104944902636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03693958098268513, "ret_signed_p1d": 0.03693958098268513, "alpha_spy_p1d": 0.0363710579966372, "alpha_c_p1d": 0.031318341662229576, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.005621239320455551, "ret_p1w": -0.010804954315593918, "ret_signed_p1w": -0.010804954315593918, "alpha_spy_p1w": 0.009035030972219027, "alpha_c_p1w": -0.00021119892449428246, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.010593755391099635, "ret_p1m": 0.1119665897507669, "ret_signed_p1m": 0.1119665897507669, "alpha_spy_p1m": 0.18819813388549433, "alpha_c_p1m": 0.19197136285471195, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.08000477310394505, "ret_p3m": 1.0682382262237051, "ret_signed_p3m": 1.0682382262237051, "alpha_spy_p3m": 0.9712695467775552, "alpha_c_p3m": 0.7374561702284717, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.33078205599523347, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0859, -0.1015, -0.0655, -0.066, -0.0559, -0.0707, -0.0544, -0.0681, -0.1261, -0.1225, -0.1007, -0.1401, -0.1734, -0.15, -0.1487, -0.1419, -0.1368, -0.1368, -0.131, -0.143, -0.1399, -0.1536, -0.1536, -0.1407, -0.1662, -0.1667, -0.1927, -0.2032, -0.189, -0.19, -0.1954, -0.202, -0.1954, -0.1896, -0.1896, -0.2499, -0.2351, -0.2087, -0.2205, -0.2171, -0.2257, -0.2077, -0.1998, -0.2272, -0.1953, -0.2089, -0.1759, -0.2208, -0.1825, -0.1835, -0.149, -0.1615, -0.2381, -0.2066, -0.2066, -0.216, -0.2114, -0.196, -0.1743, -0.1954, -0.1911, -0.1661, -0.1798, 0.0, 0.0369, -0.0196, -0.0066, -0.0105, -0.0108, -0.0106, -0.0289, -0.0048, 0.0124, 0.0239, 0.0571, 0.0333, 0.0076, 0.0586, 0.0648, 0.1115, 0.1947, 0.2426, 0.1873, 0.1603, 0.112, 0.1084, 0.1438, 0.1775, 0.1775, 0.1695, 0.2, 0.2525, 0.2254, 0.2007, 0.2817, 0.246, 0.1972, 0.304, 0.3273, 0.3793, 0.4385, 0.454, 0.437, 0.4638, 0.463, 0.395, 0.3931, 0.4154, 0.4237, 0.4336, 0.4654, 0.6176, 0.5598, 0.7644, 0.6734, 0.6186, 0.652, 0.6792, 0.6392, 0.6124, 0.5937, 0.6456, 0.7125, 0.9996, 0.9996, 1.0666, 1.0682, 1.1477, 1.8512, 2.1564, 1.9488, 1.8524, 1.859, 1.6716, 1.7148, 1.5862, 1.5052, 1.6517, 1.6796, 1.771, 1.7372, 1.8405, 1.774, 1.774, 1.8363, 1.8978, 1.9403, 1.7736, 1.7061, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2014445118678311120", "ticker_idx": 0, "ts": "2026-01-22T21:08:37+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Strong $INTC but not amazing. Lip-Bu Tan is sandbagging the outlook, and I think we need 1 more quarter to see more momentum", "tweet_type": "analysis", "timeline": "quarters", "summary": "Cautiously bullish INTC; CEO sandbagging outlook, expects stronger momentum in one more quarter.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Strong $INTC but not amazing. Lip-Bu Tan is sandbagging the outlook, and I think we need 1 more quarter to see more momentum. https://t.co/UDfOhKsIf4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.20523630047998997, "ret_signed_m1d": 0.20523630047998997, "alpha_spy_m1d": 0.2055989041398565, "alpha_c_m1d": 0.19841280823745322, "bench_spy_m1d": -0.00036260365986651166, "bench_c_m1d": 0.006823492242536755, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05724424304031461, "ret_signed_p1d": -0.05724424304031461, "alpha_spy_p1d": -0.06232247480218733, "alpha_c_p1d": -0.05406998468520363, "bench_spy_p1d": 0.00507823176187272, "bench_c_p1d": -0.0031742583551109815, "ret_p1w": 0.031062825279754236, "ret_signed_p1w": 0.031062825279754236, "alpha_spy_p1w": 0.02708727187071891, "alpha_c_p1w": 0.022639732605521434, "bench_spy_p1w": 0.003975553409035326, "bench_c_p1w": 0.008423092674232802, "ret_p1m": -0.03195026928021816, "ret_signed_p1m": -0.03195026928021816, "alpha_spy_p1m": -0.022026253130867812, "alpha_c_p1m": -0.06391809817369609, "bench_spy_p1m": -0.009924016149350345, "bench_c_p1m": 0.031967828893477934, "ret_p3m": 0.4481916371204664, "ret_signed_p3m": 0.4481916371204664, "alpha_spy_p3m": 0.4134827304955826, "alpha_c_p3m": 0.25638481631316656, "bench_spy_p3m": 0.034708906624883795, "bench_c_p3m": 0.19180682080729983, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.4481916371204664, "alpha_spy_stated": 0.4134827304955826, "alpha_c_stated": 0.25638481631316656, "price_path": [-0.0785, -0.0828, -0.1089, -0.1127, -0.1236, -0.1784, -0.1484, -0.1737, -0.154, -0.1469, -0.1595, -0.1593, -0.2032, -0.2119, -0.2299, -0.2383, -0.221, -0.254, -0.2345, -0.2059, -0.205, -0.1833, -0.1833, -0.1001, -0.1123, -0.0355, -0.0291, -0.1014, -0.0812, -0.1058, -0.1014, -0.0952, -0.1234, -0.1611, -0.1677, -0.1722, -0.2001, -0.195, -0.183, -0.193, -0.1935, -0.1977, -0.1977, -0.1968, -0.1862, -0.1724, -0.1813, -0.1813, -0.1262, -0.1265, -0.1116, -0.0541, -0.0879, 0.0107, -0.0224, 0.0493, 0.081, 0.0721, 0.0419, 0.0419, 0.0774, 0.2037, 0.2052, 0.0, -0.0572, -0.0253, 0.0823, 0.0797, 0.0311, 0.083, 0.0927, 0.0783, 0.0703, 0.1225, 0.1147, 0.0457, 0.0714, 0.0313, 0.0382, 0.0382, 0.0246, 0.0087, -0.01, -0.0213, -0.032, 0.0233, 0.0402, 0.0087, 0.012, 0.0095, -0.0437, 0.0113, 0.0195, -0.0366, 0.0113, 0.0379, 0.0646, 0.004, 0.0155, 0.0153, -0.0224, -0.0009, 0.0246, -0.0266, -0.0235, -0.0224, 0.0468, -0.0215, -0.043, -0.0861, -0.0209, 0.0657, 0.1178, 0.1178, 0.1267, 0.174, 0.308, 0.3694, 0.3841, 0.4462, 0.4158, 0.4409, 0.5199, 0.5199, 0.4577, 0.4702, 0.4482, 0.4817, 0.8314, 0.8857, 0.8753, 1.1023, 1.0963, 1.2103, 1.1251, 1.3996, 1.5074, 1.4322, 1.7717, 1.872, 1.6761, 1.669, 1.5722, 1.4134, 1.4, 1.4584, 1.6394, 1.6292, 1.659, 1.659, 1.7406, 1.7018, 1.6823, 1.5445, 1.4258, 1.3947, 1.5008, 1.4801, 1.2004, 1.4466, 1.3945, 1.375, 1.5951, 1.7639, 1.8369, 1.5971, 1.6869, 1.9729, 1.9729, 2.1271, 1.935, 1.921, 1.9481, 1.8471, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047427145043980796", "ticker_idx": 0, "ts": "2026-04-23T21:27:25+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC is so overvalued. It makes no sense. 😂", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish INTC; author calls it grossly overvalued at 100x fwd PE.", "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": "$INTC is so overvalued. It makes no sense. 😂", "reply_text": null, "parent_text": null, "quoted_text": "INTC fwd PE just crossed 100x", "parent_author": null, "ret_m1d": -0.19093775092587517, "ret_signed_m1d": 0.19093775092587517, "alpha_spy_m1d": 0.18324803170086568, "alpha_c_m1d": 0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": -0.029682540841616367, "alpha_spy_p1d": -0.027959753004052734, "alpha_c_p1d": -0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": -0.20692999323485117, "alpha_spy_p1w": -0.19753145703882158, "alpha_c_p1w": -0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": -0.45190204759673613, "alpha_spy_p1m": -0.407500576661624, "alpha_c_p1m": -0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.45190204759673613, "alpha_spy_stated": -0.407500576661624, "alpha_c_stated": -0.31391925684967736, "price_path": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.5546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023878333151547838", "ticker_idx": 0, "ts": "2026-02-17T21:52:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have increased my $intc stake too.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses adding to INTC position, implying continued bullish stance.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I have increased my $intc stake too.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: $NVDA increased its stake in $INTC Intel in Q4, +$7.93B, per 13F filings. https://t.co/yZPDOuwJNN", "parent_author": null, "ret_m1d": 0.015838126599281965, "ret_signed_m1d": 0.015838126599281965, "alpha_spy_m1d": 0.02085058286110164, "alpha_c_m1d": 0.028054774706112062, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.012216648106830097, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018477786394738405, "ret_signed_p1d": -0.018477786394738405, "alpha_spy_p1d": -0.015840442071188843, "alpha_c_p1d": -0.01278156616574444, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.03123629591377619, "ret_signed_p1w": 0.03123629591377619, "alpha_spy_p1w": 0.021240440848444342, "alpha_c_p1w": -0.001753684141611922, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": 0.015838126599281965, "ret_signed_p1m": 0.015838126599281965, "alpha_spy_p1m": 0.05443698132414987, "alpha_c_p1m": 0.05857227976105994, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 1.379454473106048, "ret_signed_p3m": 1.379454473106048, "alpha_spy_p3m": 1.3002207746083811, "alpha_c_p3m": 1.055590724942244, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.32386374816380403, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015838126599281965, "alpha_spy_stated": 0.05443698132414987, "alpha_c_stated": 0.05857227976105994, "price_path": [-0.2411, -0.2127, -0.2118, -0.1903, -0.1903, -0.1078, -0.1199, -0.0438, -0.0374, -0.1091, -0.0891, -0.1135, -0.1091, -0.1029, -0.1309, -0.1683, -0.1749, -0.1793, -0.207, -0.2019, -0.1901, -0.2, -0.2004, -0.2046, -0.2046, -0.2037, -0.1931, -0.1795, -0.1883, -0.1883, -0.1337, -0.134, -0.1192, -0.0623, -0.0957, 0.002, -0.0308, 0.0403, 0.0717, 0.0629, 0.033, 0.033, 0.0682, 0.1934, 0.1949, -0.0086, -0.0653, -0.0337, 0.073, 0.0704, 0.0222, 0.0737, 0.0834, 0.0691, 0.0612, 0.1128, 0.1051, 0.0367, 0.0623, 0.0224, 0.0293, 0.0293, 0.0158, 0.0, -0.0185, -0.0297, -0.0403, 0.0145, 0.0312, 0.0, 0.0033, 0.0009, -0.0519, 0.0026, 0.0108, -0.0449, 0.0026, 0.029, 0.0554, -0.0046, 0.0068, 0.0066, -0.0308, -0.0095, 0.0158, -0.035, -0.0319, -0.0308, 0.0378, -0.0299, -0.0513, -0.0939, -0.0293, 0.0565, 0.1082, 0.1082, 0.117, 0.1639, 0.2967, 0.3577, 0.3722, 0.4338, 0.4037, 0.4285, 0.5068, 0.5068, 0.4452, 0.4575, 0.4358, 0.469, 0.8157, 0.8696, 0.8592, 1.0842, 1.0783, 1.1914, 1.1069, 1.379, 1.4859, 1.4114, 1.7479, 1.8473, 1.6531, 1.6461, 1.5502, 1.3927, 1.3795, 1.4373, 1.6168, 1.6067, 1.6362, 1.6362, 1.7171, 1.6786, 1.6593, 1.5227, 1.405, 1.3742, 1.4793, 1.4589, 1.1815, 1.4256, 1.374, 1.3546, 1.5728, 1.7402, 1.8126, 1.5748, 1.6639, 1.9474, 1.9474, 2.1003, 1.9098, 1.896, 1.9228, 1.8227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027402845713056256", "ticker_idx": 0, "ts": "2026-02-27T15:18:00+00:00", "symbol": "DUOL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Duolingo $DUOL has 600X potential now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long DUOL with 600X upside potential claimed.", "resolved_tickers": ["DUOL"], "resolution_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": "Duolingo $DUOL has 600X potential now - Antonio \n\nP.S. This is not a promotion.  And stay away if you do not like to lose money. https://t.co/O4uFqp5hQY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.16287125691328908, "ret_signed_m1d": 0.16287125691328908, "alpha_spy_m1d": 0.15804614615819546, "alpha_c_m1d": 0.15804614615819546, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.00482511075509362, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0017821812393641334, "ret_signed_p1d": -0.0017821812393641334, "alpha_spy_p1d": -0.002350704225412059, "alpha_c_p1d": -0.002350704225412059, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.0005685229860479257, "ret_p1w": 0.009108892761834797, "ret_signed_p1w": 0.009108892761834797, "alpha_spy_p1w": 0.02894887804964774, "alpha_c_p1w": 0.02894887804964774, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.019839985287812945, "ret_p1m": -0.06811878468730659, "ret_signed_p1m": -0.06811878468730659, "alpha_spy_p1m": 0.008112759447420848, "alpha_c_p1m": 0.008112759447420848, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": 0.06752474945370524, "ret_signed_p3m": 0.06752474945370524, "alpha_spy_p3m": -0.029443929992444717, "alpha_c_p3m": -0.029443929992444717, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.09696867944614995, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06811878468730659, "alpha_spy_stated": 0.008112759447420848, "alpha_c_stated": 0.008112759447420848, "price_path": [0.808, 0.835, 0.8651, 0.9777, 1.0586, 1.0701, 0.9549, 0.9897, 0.9434, 0.8413, 0.8492, 0.8213, 0.8108, 0.8412, 0.8353, 0.7749, 0.789, 0.789, 0.7986, 0.7839, 0.7539, 0.7376, 0.7376, 0.7473, 0.8332, 0.7717, 0.7455, 0.7215, 0.7491, 0.6014, 0.6416, 0.5472, 0.5289, 0.4867, 0.4867, 0.4711, 0.4536, 0.5218, 0.5443, 0.5006, 0.4463, 0.4139, 0.3809, 0.3273, 0.3062, 0.1909, 0.1574, 0.1321, 0.1822, 0.1773, 0.195, 0.0822, 0.1094, 0.1146, 0.1146, 0.1097, 0.1135, 0.1001, 0.1182, 0.0508, 0.0835, 0.1054, 0.1629, 0.0, -0.0018, 0.006, -0.0478, 0.0053, 0.0091, -0.0057, -0.0576, -0.0217, -0.0602, -0.0258, 0.0094, 0.0333, -0.0094, -0.0138, -0.0292, -0.0124, -0.0329, -0.0186, -0.0286, -0.0559, -0.0681, -0.0241, -0.0476, -0.0442, -0.0442, -0.016, -0.0466, -0.0984, -0.1037, -0.1086, -0.074, -0.0945, -0.022, 0.0243, -0.0049, 0.038, 0.0161, 0.0448, -0.007, 0.0243, 0.0228, 0.0519, 0.0576, 0.0901, 0.1015, 0.0914, 0.03, 0.0398, 0.1249, 0.0692, 0.0411, 0.0496, 0.0394, 0.0807, 0.1095, 0.1212, 0.1297, 0.0576, 0.0459, 0.0555, 0.0555, 0.0543, 0.0675, 0.0759, 0.1026, 0.168, 0.0886, 0.0634, 0.0807, 0.0795, 0.1679, 0.1669, 0.2071, 0.2262, 0.2142, 0.258, 0.268, 0.2217, 0.2432, 0.2432, 0.2599, 0.3087, 0.3084, 0.1875, 0.2029, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047412660229054624", "ticker_idx": 0, "ts": "2026-04-23T20:29:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Significant upside across key metrics signals improved execution and demand momentum. Expanding margin is great to see.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish INTC on beat-and-raise Q1/Q2 with expanding margins signaling improved execution.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "- Intel reports strong Q1 results:  \n  - Revenue: $13.6B (vs. est. $12.4B)  \n  - EPS: $0.29 (vs. est. $0.01)  \n  - Gross margin: 41% (vs. est. 35%)  \n\n- Q2 guidance exceeds expectations:  \n  - Revenue: $14.4B (vs. est. $13.1B)  \n  - EPS: $0.20 (vs. est. $0.08)  \n  - Gross margin: 39% (vs. est. 36%)  \n\nSignificant upside across key metrics signals improved execution and demand momentum. $INTC\n\nMy commentary: Expanding margin is great to see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.19093775092587517, "ret_signed_m1d": -0.19093775092587517, "alpha_spy_m1d": -0.18324803170086568, "alpha_c_m1d": -0.14238314185204792, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.04855460907382725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029682540841616367, "ret_signed_p1d": 0.029682540841616367, "alpha_spy_p1d": 0.027959753004052734, "alpha_c_p1d": 0.03003794854028463, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.20692999323485117, "ret_signed_p1w": 0.20692999323485117, "alpha_spy_p1w": 0.19753145703882158, "alpha_c_p1w": 0.20025594523998813, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.45190204759673613, "ret_signed_p1m": 0.45190204759673613, "alpha_spy_p1m": 0.407500576661624, "alpha_c_p1m": 0.31391925684967736, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.13798279074705877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.4678, -0.409, -0.4105, -0.437, -0.4087, -0.4033, -0.4112, -0.4156, -0.3871, -0.3913, -0.429, -0.415, -0.4369, -0.4331, -0.4331, -0.4405, -0.4492, -0.4594, -0.4656, -0.4714, -0.4412, -0.432, -0.4492, -0.4474, -0.4488, -0.4778, -0.4478, -0.4433, -0.474, -0.4478, -0.4332, -0.4187, -0.4518, -0.4455, -0.4456, -0.4662, -0.4544, -0.4405, -0.4685, -0.4668, -0.4662, -0.4284, -0.4657, -0.4775, -0.501, -0.4654, -0.4181, -0.3896, -0.3896, -0.3848, -0.359, -0.2858, -0.2522, -0.2442, -0.2103, -0.2269, -0.2132, -0.1701, -0.1701, -0.204, -0.1972, -0.2092, -0.1909, 0.0, 0.0297, 0.024, 0.1479, 0.1447, 0.2069, 0.1604, 0.3103, 0.3692, 0.3281, 0.5134, 0.5682, 0.4612, 0.4574, 0.4045, 0.3178, 0.3105, 0.3424, 0.4412, 0.4357, 0.4519, 0.4519, 0.4965, 0.4753, 0.4646, 0.3894, 0.3246, 0.3076, 0.3655, 0.3543, 0.2015, 0.336, 0.3075, 0.2968, 0.417, 0.5092, 0.5491, 0.4181, 0.4672, 0.6233, 0.6233, 0.7075, 0.6026, 0.595, 0.6098, 0.5546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021280094933717019", "ticker_idx": 0, "ts": "2026-02-10T17:48:22+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRM going down is not just about AI replacing software. It's AI replacing sales people, hence reduces software which is $200/per seat", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish CRM: AI replacing salespeople shrinks per-seat demand, compounding headwinds beyond software displacement.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$CRM going down is not just about AI replacing software. It's AI replacing sales people, hence reduces software which is $200/per seat.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0029982348634487455, "ret_signed_m1d": -0.0029982348634487455, "alpha_spy_m1d": -0.0003542046322821957, "alpha_c_m1d": -0.0003542046322821957, "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": -0.04368056934671716, "ret_signed_p1d": 0.04368056934671716, "alpha_spy_p1d": 0.04344944720305266, "alpha_c_p1d": 0.04344944720305266, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.04735076906123514, "ret_signed_p1w": 0.04735076906123514, "alpha_spy_p1w": 0.03395712115237193, "alpha_c_p1w": 0.03395712115237193, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.003515210181266326, "ret_signed_p1m": -0.003515210181266326, "alpha_spy_p1m": -0.02632910233313135, "alpha_c_p1m": -0.02632910233313135, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": -0.05776820621615053, "ret_signed_p3m": 0.05776820621615053, "alpha_spy_p3m": 0.12641884120362812, "alpha_c_p3m": 0.12641884120362812, "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": -0.003515210181266326, "alpha_spy_stated": -0.02632910233313135, "alpha_c_stated": -0.02632910233313135, "price_path": [0.2409, 0.2575, 0.2233, 0.2051, 0.1761, 0.1631, 0.1721, 0.1706, 0.2083, 0.1775, 0.1775, 0.1898, 0.2016, 0.2113, 0.232, 0.2771, 0.3448, 0.3394, 0.3471, 0.3635, 0.354, 0.3534, 0.3139, 0.3156, 0.3323, 0.3329, 0.3436, 0.368, 0.3617, 0.3712, 0.3712, 0.3754, 0.3762, 0.3746, 0.3694, 0.3694, 0.311, 0.3247, 0.359, 0.3757, 0.3468, 0.3437, 0.3409, 0.2461, 0.2384, 0.2072, 0.174, 0.174, 0.1376, 0.1454, 0.1791, 0.1789, 0.1858, 0.1813, 0.1784, 0.1066, 0.0974, 0.0897, 0.0151, 0.031, -0.018, -0.0109, 0.003, 0.0, -0.0437, -0.0415, -0.0193, -0.0193, -0.0474, -0.0293, -0.0422, -0.0429, -0.079, -0.0415, -0.0088, 0.0311, 0.0069, -0.0026, 0.0134, -0.0019, 0.041, 0.0448, 0.0276, 0.0075, 0.0035, 0.0301, -0.0032, 0.0253, 0.0096, 0.0046, 0.008, 0.01, 0.0089, -0.0539, -0.0594, -0.0404, -0.0731, -0.0435, -0.035, -0.0373, -0.0324, -0.0324, -0.0435, -0.0542, -0.0883, -0.1146, -0.1451, -0.1044, -0.1122, -0.0796, -0.0609, -0.0561, -0.0347, -0.0304, -0.0164, -0.1019, -0.0767, -0.0663, -0.0604, -0.0609, -0.0852, -0.0474, -0.0388, -0.031, -0.061, -0.0343, -0.0578, -0.0802, -0.1122, -0.1406, -0.1316, -0.1008, -0.0699, -0.0702, -0.0667, -0.0863, -0.0668, -0.0668, -0.072, -0.0801, -0.087, -0.0097, 0.0862, 0.0408, -0.0122, -0.0219, -0.0379, -0.054, -0.0913, -0.1143, -0.1352, -0.1381, -0.1451, -0.1598, -0.1946, -0.2114, -0.2114, -0.22, -0.2029, -0.2063, -0.2197, -0.1772, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2019787343570313685", "ticker_idx": 0, "ts": "2026-02-06T14:56:43+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm accumulating more shares. No one does automated factory like Tesla/Elon. bullish.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Accumulating TSLA shares on solar cell production expansion and Tesla's automated factory edge.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$tsla to build solar cell production.  I'm accumulating more shares. https://t.co/K83JtC8gYi\n\n---\n\nNo one does automated factory like  Tesla/Elon. bullish.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03381088854992842, "ret_signed_m1d": -0.03381088854992842, "alpha_spy_m1d": -0.014987229944172453, "alpha_c_m1d": -0.02974278344696668, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": -0.004068105102961739, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015105500216312517, "ret_signed_p1d": 0.015105500216312517, "alpha_spy_p1d": 0.010283773499735194, "alpha_c_p1d": 0.018834591150663327, "bench_spy_p1d": 0.004821726716577324, "bench_c_p1d": -0.0037290909343508094, "ret_p1w": 0.015397381030360036, "ret_signed_p1w": 0.015397381030360036, "alpha_spy_p1w": 0.028240925727153643, "alpha_c_p1w": 0.030737609859081028, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.015340228828720992, "ret_p1m": -0.030235200113545524, "ret_signed_p1m": -0.030235200113545524, "alpha_spy_p1m": -0.012352697783977185, "alpha_c_p1m": -0.0014192554630942933, "bench_spy_p1m": -0.01788250232956834, "bench_c_p1m": -0.02881594465045123, "ret_p3m": -0.030113533619592348, "ret_signed_p3m": -0.030113533619592348, "alpha_spy_p3m": -0.09558240056445677, "alpha_c_p3m": -0.04808797135401166, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.017974437734419313, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030235200113545524, "alpha_spy_stated": -0.012352697783977185, "alpha_c_stated": -0.0014192554630942933, "price_path": [0.0693, 0.0474, -0.0222, -0.0164, -0.0053, -0.024, -0.0173, -0.0386, -0.0487, 0.0162, 0.0202, 0.0376, 0.0376, 0.0464, 0.0463, 0.0441, 0.0867, 0.1056, 0.1068, 0.0693, 0.0828, 0.0981, 0.087, 0.1164, 0.1562, 0.1916, 0.1366, 0.1758, 0.1705, 0.1888, 0.1811, 0.1807, 0.1807, 0.1559, 0.118, 0.1054, 0.0939, 0.0939, 0.0656, 0.0987, 0.0531, 0.0494, 0.0601, 0.0825, 0.0921, 0.0878, 0.0683, 0.0668, 0.0642, 0.0642, 0.0198, 0.0495, 0.093, 0.0923, 0.0586, 0.0481, 0.0495, 0.0133, 0.0469, 0.026, 0.0264, -0.0124, -0.0338, 0.0, 0.0151, 0.0343, 0.0417, 0.0145, 0.0154, 0.0154, -0.0012, 0.0005, 0.0015, 0.0017, -0.0274, -0.0042, 0.0153, -0.0062, -0.0209, -0.0189, -0.0454, -0.0126, -0.0135, -0.035, -0.0302, -0.0289, -0.008, -0.0392, -0.0484, -0.0378, -0.0288, -0.0446, -0.0749, -0.105, -0.0736, -0.0683, -0.0612, -0.0949, -0.1199, -0.1358, -0.0957, -0.0726, -0.1229, -0.1229, -0.1418, -0.1568, -0.1651, -0.1593, -0.1512, -0.1428, -0.1141, -0.0466, -0.054, -0.0255, -0.0453, -0.0601, -0.0574, -0.0909, -0.0847, -0.0789, -0.0854, -0.0932, -0.0717, -0.0494, -0.0452, -0.0529, -0.0301, 0.0017, 0.0419, 0.0824, 0.0543, 0.0831, 0.0783, 0.0271, -0.0027, -0.017, 0.015, 0.0164, 0.0362, 0.0362, 0.0547, 0.0711, 0.0754, 0.06, 0.0116, 0.0307, 0.0306, 0.0179, -0.0489, -0.0053, -0.0351, -0.0718, -0.0291, -0.0114, 0.0001, -0.0157, -0.0358, -0.0258, -0.0258, -0.0147, -0.0718, -0.0865, -0.0875, -0.0764, null, null, null, null, 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:1986544077022605542", "ticker_idx": 0, "ts": "2025-11-06T21:19:50+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "imagine after after a couple more deals in the next few months", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish IREN: existing Microsoft deal already drives $3.4B ARR target; more deals coming could push higher.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@beavinvests that's with existing deal like microsoft. imagine after after a couple more deals in the next few months", "reply_text": null, "parent_text": "$IREN targeting $3.4B in AI cloud ARR by EOY 2026. \n\nWow.", "quoted_text": null, "parent_author": "beavinvests", "ret_m1d": 0.07342093520255544, "ret_signed_m1d": 0.07342093520255544, "alpha_spy_m1d": 0.07440453186628804, "alpha_c_m1d": 0.08043113083986908, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.007010195637313643, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035428067671187335, "ret_signed_p1d": -0.035428067671187335, "alpha_spy_p1d": -0.051032438017527326, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.01560437034633999, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.2580837143609037, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014309111852752743, "bench_c_p1w": -0.006252370261817353, "ret_p1m": -0.2571337069714478, "ret_signed_p1m": -0.2571337069714478, "alpha_spy_p1m": -0.2760019966459849, "alpha_c_p1m": -0.27039627287057877, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.013262565899130996, "ret_p3m": -0.27957682178239796, "ret_signed_p3m": -0.27957682178239796, "alpha_spy_p3m": -0.3052824106824674, "alpha_c_p3m": -0.3055069739707641, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.02593015218836614, "ret_p6m": -0.20679707125674585, "ret_signed_p6m": -0.20679707125674585, "alpha_spy_p6m": -0.2829977466218777, "alpha_c_p6m": -0.1925178532441606, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": -0.014279218012585249, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2571337069714478, "alpha_spy_stated": -0.2760019966459849, "alpha_c_stated": -0.27039627287057877, "price_path": [-0.7142, -0.7158, -0.6941, -0.6844, -0.6681, -0.6997, -0.6832, -0.686, -0.6565, -0.6294, -0.6315, -0.6416, -0.6307, -0.5755, -0.5755, -0.5333, -0.5478, -0.5811, -0.5808, -0.5802, -0.516, -0.4609, -0.4734, -0.4556, -0.4046, -0.4157, -0.3924, -0.4178, -0.3806, -0.3283, -0.3304, -0.2443, -0.2579, -0.329, -0.2637, -0.2477, -0.2453, -0.2462, -0.1911, -0.0742, -0.0112, -0.0367, 0.0236, -0.0418, 0.0282, 0.1151, 0.0898, -0.0088, -0.0266, -0.0507, -0.1152, -0.1691, -0.1045, 0.0083, 0.0418, 0.0006, -0.0314, -0.0667, -0.0261, 0.0861, 0.0681, 0.2249, 0.0734, 0.0, -0.0354, -0.0802, -0.1071, -0.2201, -0.2567, -0.24, -0.2169, -0.2653, -0.3031, -0.3225, -0.2227, -0.239, -0.2233, -0.2233, -0.2336, -0.2227, -0.3408, -0.2953, -0.2554, -0.2833, -0.2571, -0.2491, -0.2959, -0.2956, -0.3567, -0.4312, -0.4134, -0.4585, -0.4261, -0.3601, -0.3261, -0.3256, -0.327, -0.327, -0.354, -0.3682, -0.386, -0.3945, -0.3945, -0.3155, -0.2267, -0.264, -0.3007, -0.2677, -0.2621, -0.1932, -0.1505, -0.1523, -0.1682, -0.0731, -0.0731, -0.1302, -0.1427, -0.1622, -0.0914, -0.1606, -0.0383, 0.009, -0.0407, -0.1385, -0.1491, -0.1281, -0.2796, -0.3621, -0.3294, -0.2602, -0.3118, -0.316, -0.3583, -0.3232, -0.3232, -0.3432, -0.3254, -0.306, -0.3591, -0.3209, -0.2714, -0.2942, -0.2908, -0.3435, -0.3365, -0.3772, -0.2972, -0.3568, -0.4117, -0.3774, -0.3889, -0.327, -0.3368, -0.3334, -0.2796, -0.3113, -0.3233, -0.3322, -0.3381, -0.3241, -0.3408, -0.3358, -0.3996, -0.4375, -0.4931, -0.4505, -0.4535, -0.4426, -0.4426, -0.4368, -0.4271, -0.4096, -0.4059, -0.3697, -0.3096, -0.2406, -0.2174, -0.2353, -0.2286, -0.219, -0.2759, -0.2243, -0.1661, -0.1882, -0.2248, -0.2876, -0.3129, -0.2704, -0.268, -0.2068]}
{"unit_id": "orig:2021608563689324748", "ticker_idx": 0, "ts": "2026-02-11T15:33:35+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Changed my mind on $HOOD. I'm not leaving my 5000 shares. I'm going to stay.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding 5000 shares of HOOD; bullish on high margins, multi-business revenue growth, and strong cash position.", "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": "Changed my mind on $HOOD. I'm not leaving my 5000 shares. I'm going to stay. \n$67B marketcap\n$4B cash\n$4.4B revenue (annually)\n92% gross margin\n52% net profit margin\nmultiple businesses growing. https://t.co/QEf7lM4DwM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09785811381252096, "ret_signed_m1d": 0.09785811381252096, "alpha_spy_m1d": 0.09762693823906243, "alpha_c_m1d": 0.08249977519468898, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.01535833861783198, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08785428199149803, "ret_signed_p1d": -0.08785428199149803, "alpha_spy_p1d": -0.0724054222936118, "alpha_c_p1d": -0.06794526777982024, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01990901421167779, "ret_p1w": -0.03539825693240617, "ret_signed_p1w": -0.03539825693240617, "alpha_spy_p1w": -0.02720407157889948, "alpha_c_p1w": -0.032554112045023675, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.0028441448873824937, "ret_p1m": -0.02372705457429014, "ret_signed_p1m": -0.02372705457429014, "alpha_spy_p1m": 0.013702904414436001, "alpha_c_p1m": 0.05041025406387345, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.07413730863816359, "ret_p3m": 0.036039470496348036, "ret_signed_p3m": 0.036039470496348036, "alpha_spy_p3m": -0.03529269226863607, "alpha_c_p3m": 0.060630263533008155, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": -0.02459079303666012, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02372705457429014, "alpha_spy_stated": 0.013702904414436001, "alpha_c_stated": 0.05041025406387345, "price_path": [0.5711, 0.4874, 0.4659, 0.5155, 0.3622, 0.3762, 0.4745, 0.4822, 0.6442, 0.6442, 0.6479, 0.5806, 0.6154, 0.714, 0.7581, 0.6923, 0.7498, 0.7405, 0.7399, 0.5824, 0.5326, 0.4783, 0.5314, 0.4852, 0.5026, 0.5564, 0.5694, 0.5421, 0.5447, 0.5447, 0.5151, 0.5061, 0.4807, 0.4506, 0.4506, 0.4776, 0.5806, 0.5609, 0.5002, 0.4799, 0.4784, 0.5072, 0.5421, 0.5348, 0.4153, 0.3946, 0.3946, 0.3567, 0.3585, 0.3627, 0.3722, 0.3723, 0.3497, 0.3262, 0.2984, 0.2759, 0.1531, 0.1167, 0.034, -0.0678, 0.0622, 0.1102, 0.0979, 0.0, -0.0879, -0.0257, -0.0257, -0.0324, -0.0354, -0.0298, -0.0239, -0.0794, -0.0587, -0.0056, 0.019, -0.0272, 0.0104, -0.0244, 0.0544, 0.0332, -0.0113, 0.0177, 0.0072, 0.0092, -0.0237, -0.0587, -0.0341, -0.008, -0.0394, -0.0489, -0.0908, -0.0703, -0.114, -0.0696, -0.0977, -0.1533, -0.1643, -0.1112, -0.1008, -0.1163, -0.1163, -0.105, -0.1067, -0.0787, -0.1007, -0.1126, -0.0808, 0.0144, 0.1199, 0.1139, 0.1639, 0.1706, 0.1085, 0.1342, 0.0714, 0.0864, 0.0767, 0.0526, -0.0868, -0.0652, -0.0553, -0.0182, -0.0121, 0.0139, -0.0217, -0.0121, 0.036, 0.0038, -0.0156, 0.035, -0.0106, -0.0105, -0.0489, -0.0283, -0.0263, -0.0555, -0.0555, -0.0498, -0.0223, 0.0881, 0.2094, 0.1637, 0.1307, 0.0626, 0.1329, 0.0577, 0.0907, 0.0744, 0.1076, 0.1829, 0.1952, 0.2584, 0.2403, 0.3492, 0.3871, 0.3871, 0.3558, 0.3242, 0.2465, 0.1988, 0.2657, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022297542621274544", "ticker_idx": 0, "ts": "2026-02-13T13:11:21+00:00", "symbol": "ASST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The stock is toxic. Period.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive bearish verdict on ASST: CLO paid $20M (4% of mktcap), higher than Fortune 500 peers; stock called toxic.", "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": "Remember last year I blasted the $asst CIO for moonlighting with their competitor MSTR?\n\nBelow is the $asst Chief Legal paid $20m mostly in stock, 4% of marketcap, paid higher than even fortune 500.  The stock is toxic. Period.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07563026653193872, "ret_signed_m1d": 0.07563026653193872, "alpha_spy_m1d": 0.0749262633983957, "alpha_c_m1d": 0.07640465628934356, "bench_spy_m1d": -0.0007040031335430186, "bench_c_m1d": 0.0007743897574048475, "ret_t0": 0.0, "ret_signed_t0": -0.0, "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": -0.02160868029104357, "ret_signed_p1w": 0.02160868029104357, "alpha_spy_p1w": 0.03287390046617844, "alpha_c_p1w": 0.037871982642081914, "bench_spy_p1w": 0.011265220175134871, "bench_c_p1w": 0.016263302351038345, "ret_p1m": 0.3037214593209243, "ret_signed_p1m": -0.3037214593209243, "alpha_spy_p1m": -0.3223792524160054, "alpha_c_p1m": -0.3492201167846075, "bench_spy_p1m": -0.018657793095081088, "bench_c_p1m": -0.0454986574636832, "ret_p3m": 1.0096038324656385, "ret_signed_p3m": -1.0096038324656385, "alpha_spy_p3m": -0.917800005791894, "alpha_c_p3m": -1.0173075020003408, "bench_spy_p3m": 0.09180382667374443, "bench_c_p3m": -0.007703669534702362, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3037214593209243, "alpha_spy_stated": -0.3223792524160054, "alpha_c_stated": -0.3492201167846075, "price_path": [1.6891, 1.521, 1.3601, 1.449, 1.7131, 1.6651, 1.7131, 1.7131, 1.6891, 1.521, 1.485, 1.521, 1.3457, 1.1633, 1.3649, 1.449, 1.401, 1.2137, 1.072, 0.8944, 1.0648, 0.9712, 0.9952, 1.1585, 1.0792, 0.9328, 1.0696, 1.0696, 0.9568, 0.8559, 0.7575, 0.7719, 0.7719, 1.0768, 1.473, 1.497, 1.449, 1.425, 1.2713, 1.6411, 1.3289, 1.473, 1.3313, 1.2761, 1.2761, 1.1249, 1.1417, 1.0888, 1.0912, 0.8872, 0.9664, 0.9232, 0.8848, 0.9712, 0.7359, 0.6375, 0.4214, 0.1837, 0.4304, 0.2179, 0.102, -0.0288, -0.0756, 0.0, 0.0, -0.018, -0.0336, -0.0252, -0.0216, -0.1164, -0.1399, 0.0252, -0.0168, -0.0468, 0.048, 0.0, 0.1549, 0.1104, 0.0444, 0.0216, 0.078, 0.108, 0.06, 0.1441, 0.3037, 0.3325, 0.2047, 0.2317, 0.2029, 0.2533, 0.1921, 0.3025, 0.2497, 0.1831, 0.1248, 0.2029, 0.2197, 0.1705, 0.1705, 0.2149, 0.1122, 0.2305, 0.1573, 0.2761, 0.3902, 0.4922, 0.6242, 0.6783, 0.8739, 0.8752, 0.8379, 1.0, 0.9448, 0.8968, 0.8836, 0.8343, 0.7299, 0.8439, 0.958, 0.9634, 0.982, 0.9544, 0.8559, 0.9112, 1.1549, 1.0492, 1.0096, 1.1261, 1.0156, 0.8956, 0.94, 1.0384, 1.2245, 1.1861, 1.1861, 1.1729, 1.1393, 1.1369, 1.1212, 1.0648, 0.9352, 0.7695, 0.8031, 0.6711, 0.8259, 0.7059, 0.7323, 0.7503, 0.8187, 1.0012, 0.8956, 0.8535, 0.7827, 0.7827, 0.7779, 0.6747, 0.5066, 0.3685, 0.3613, null, null, null, null, null, null, null, null, null, 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:1986479815877095581", "ticker_idx": 0, "ts": "2025-11-06T17:04:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "I bought some leaps", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Bought IREN LEAPS ahead of earnings; long 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": "reply_other", "lang": "en", "tweet_text": "@FinanceCari I bought some leaps", "reply_text": null, "parent_text": "@DeepValueBagger IRENs earnings tonight, what bad timing.", "quoted_text": null, "parent_author": "FinanceCari", "ret_m1d": 0.14112910255143785, "ret_signed_m1d": 0.14112910255143785, "alpha_spy_m1d": 0.13028327907117654, "alpha_c_m1d": 0.13750389054906642, "bench_spy_m1d": 0.010845823480261307, "bench_c_m1d": 0.003625212002371425, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0683990155164067, "ret_signed_p1d": -0.0683990155164067, "alpha_spy_p1d": -0.06938358059506577, "alpha_c_p1d": -0.07545870092960483, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.007059685413198125, "ret_p1w": -0.2734468012088078, "ret_signed_p1w": -0.2734468012088078, "alpha_spy_p1w": -0.2760276580650356, "alpha_c_p1w": -0.28432251088861094, "bench_spy_p1w": 0.0025808568562277756, "bench_c_p1w": 0.010875709679803114, "ret_p1m": -0.3322879376376746, "ret_signed_p1m": -0.3322879376376746, "alpha_spy_p1m": -0.3552325088455359, "alpha_c_p1m": -0.3565199164323172, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02423197879464256, "ret_p3m": -0.18772401234603775, "ret_signed_p3m": -0.18772401234603775, "alpha_spy_p3m": -0.21943694166676964, "alpha_c_p3m": -0.21266361731750028, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.024939604971462526, "ret_p6m": -0.3181003513782873, "ret_signed_p6m": -0.3181003513782873, "alpha_spy_p6m": -0.3993215536071649, "alpha_c_p6m": -0.31732339920121877, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": -0.0007769521770685239, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3322879376376746, "alpha_spy_stated": -0.3552325088455359, "alpha_c_stated": -0.3565199164323172, "price_path": [-0.7316, -0.7337, -0.7352, -0.7151, -0.7059, -0.6908, -0.7203, -0.7049, -0.7074, -0.68, -0.6547, -0.6567, -0.6661, -0.6559, -0.6045, -0.6045, -0.5653, -0.5787, -0.6098, -0.6095, -0.6089, -0.5491, -0.4978, -0.5094, -0.4928, -0.4453, -0.4556, -0.434, -0.4576, -0.4229, -0.3743, -0.3762, -0.296, -0.3087, -0.3749, -0.3141, -0.2991, -0.2969, -0.2978, -0.2464, -0.1375, -0.0789, -0.1026, -0.0464, -0.1074, -0.0421, 0.0388, 0.0152, -0.0766, -0.0932, -0.1156, -0.1757, -0.226, -0.1658, -0.0606, -0.0294, -0.0678, -0.0977, -0.1305, -0.0927, 0.0118, -0.0049, 0.1411, 0.0, -0.0684, -0.1014, -0.1431, -0.1682, -0.2734, -0.3075, -0.292, -0.2705, -0.3156, -0.3508, -0.3689, -0.2758, -0.2911, -0.2764, -0.2764, -0.286, -0.2758, -0.3859, -0.3435, -0.3063, -0.3323, -0.3079, -0.3005, -0.3441, -0.3438, -0.4007, -0.4701, -0.4536, -0.4955, -0.4654, -0.4038, -0.3722, -0.3717, -0.3731, -0.3731, -0.3981, -0.4114, -0.428, -0.4359, -0.4359, -0.3623, -0.2796, -0.3144, -0.3485, -0.3178, -0.3126, -0.2484, -0.2086, -0.2103, -0.2251, -0.1365, -0.1365, -0.1897, -0.2013, -0.2195, -0.1535, -0.218, -0.1041, -0.06, -0.1063, -0.1974, -0.2073, -0.1877, -0.3289, -0.4058, -0.3753, -0.3108, -0.3589, -0.3628, -0.4022, -0.3695, -0.3695, -0.3881, -0.3716, -0.3535, -0.4029, -0.3674, -0.3212, -0.3424, -0.3393, -0.3884, -0.3819, -0.4198, -0.3453, -0.4008, -0.4519, -0.42, -0.4307, -0.3731, -0.3822, -0.379, -0.3289, -0.3584, -0.3696, -0.3778, -0.3834, -0.3704, -0.3859, -0.3813, -0.4407, -0.476, -0.5278, -0.4881, -0.4909, -0.4807, -0.4807, -0.4754, -0.4662, -0.45, -0.4465, -0.4128, -0.3568, -0.2926, -0.2709, -0.2876, -0.2814, -0.2724, -0.3254, -0.2773, -0.2231, -0.2437, -0.2778, -0.3363, -0.3599, -0.3203, -0.3181]}
{"unit_id": "quote:1994554471498863060", "ticker_idx": 0, "ts": "2025-11-28T23:50:17+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great news for $INTC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish INTC on Apple's reported plan to use Intel 18A process for entry-level M chips.", "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": "Great news for $INTC", "reply_text": null, "parent_text": null, "quoted_text": "$AAPL is preparing to use $INTC 18A process for entry-level M chips as early as 2027. \n\nThe volumes are tiny relative to Apple’s core silicon roadmap so it doesn’t move the needle for $TSM which will still own the high-end &amp; high-volume work.\n\nWhat it does show is that IFS may https://t.co/nufLrZMIzg", "parent_author": null, "ret_m1d": 0.013746640210724692, "ret_signed_m1d": 0.013746640210724692, "alpha_spy_m1d": 0.009160230793577195, "alpha_c_m1d": 0.015673193541507535, "bench_spy_m1d": 0.004586409417147497, "bench_c_m1d": -0.001926553330782843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08647845649390495, "ret_signed_p1d": 0.08647845649390495, "alpha_spy_p1d": 0.08462617962270502, "alpha_c_p1d": 0.06814779548394267, "bench_spy_p1d": 0.0018522768711999316, "bench_c_p1d": 0.01833066100996228, "ret_p1w": 0.007248211139545768, "ret_signed_p1w": 0.007248211139545768, "alpha_spy_p1w": 0.002308987080265057, "alpha_c_p1w": -0.03692105738164142, "bench_spy_p1w": 0.004939224059280711, "bench_c_p1w": 0.04416926852118719, "ret_p1m": -0.06773304669233504, "ret_signed_p1m": -0.06773304669233504, "alpha_spy_p1m": -0.08062498418117958, "alpha_c_p1m": -0.10025929991688132, "bench_spy_p1m": 0.01289193748884454, "bench_c_p1m": 0.032526253224546275, "ret_p3m": 0.13621597079663683, "ret_signed_p3m": 0.13621597079663683, "alpha_spy_p3m": 0.11994777811316215, "alpha_c_p3m": -0.034715615267686184, "bench_spy_p3m": 0.01626819268347468, "bench_c_p3m": 0.17093158606432302, "ret_p6m": 2.087228238562272, "ret_signed_p6m": 2.087228238562272, "alpha_spy_p6m": 1.9775748952319205, "alpha_c_p6m": 1.3759475762643558, "bench_spy_p6m": 0.10965334333035126, "bench_c_p6m": 0.711280662297916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06773304669233504, "alpha_spy_stated": -0.08062498418117958, "alpha_c_stated": -0.10025929991688132, "price_path": [-0.4001, -0.3849, -0.3879, -0.3882, -0.3892, -0.3809, -0.3849, -0.3982, -0.3809, -0.3684, -0.3777, -0.2359, -0.2607, -0.2812, -0.2667, -0.2197, -0.1505, -0.1127, -0.1382, -0.1615, -0.1017, -0.0677, -0.0795, -0.0855, -0.071, -0.0645, -0.0552, -0.091, -0.0697, -0.1095, -0.0715, -0.0792, -0.075, -0.0477, -0.0472, -0.0772, -0.0462, -0.0432, -0.0117, 0.038, 0.0332, 0.0037, -0.0005, -0.0127, -0.0745, -0.0407, -0.0692, -0.047, -0.039, -0.0532, -0.053, -0.1025, -0.1122, -0.1325, -0.142, -0.1225, -0.1597, -0.1377, -0.1055, -0.1045, -0.08, -0.08, 0.0137, 0.0, 0.0865, 0.0937, 0.0122, 0.035, 0.0072, 0.0122, 0.0192, -0.0125, -0.055, -0.0625, -0.0675, -0.099, -0.0932, -0.0797, -0.091, -0.0915, -0.0962, -0.0962, -0.0952, -0.0832, -0.0677, -0.0777, -0.0777, -0.0157, -0.016, 0.0007, 0.0655, 0.0275, 0.1385, 0.1012, 0.182, 0.2177, 0.2077, 0.1737, 0.1737, 0.2137, 0.3559, 0.3577, 0.1265, 0.062, 0.098, 0.2192, 0.2162, 0.1615, 0.2199, 0.2309, 0.2147, 0.2057, 0.2644, 0.2557, 0.178, 0.2069, 0.1617, 0.1695, 0.1695, 0.1542, 0.1362, 0.1152, 0.1025, 0.0905, 0.1527, 0.1717, 0.1362, 0.14, 0.1372, 0.0772, 0.1392, 0.1485, 0.0852, 0.1392, 0.1692, 0.1992, 0.131, 0.144, 0.1437, 0.1012, 0.1255, 0.1542, 0.0965, 0.1, 0.1012, 0.1792, 0.1022, 0.078, 0.0295, 0.103, 0.2004, 0.2592, 0.2592, 0.2692, 0.3224, 0.4734, 0.5426, 0.5591, 0.6291, 0.5949, 0.6231, 0.7121, 0.7121, 0.6421, 0.6561, 0.6313, 0.6691, 1.063, 1.1242, 1.1125, 1.3682, 1.3614, 1.4899, 1.3939, 1.7031, 1.8245, 1.7398, 2.1222, 2.2352, 2.0145, 2.0065, 1.8975, 1.7186, 1.7036, 1.7693, 1.9733, 1.9618, 1.9953, 1.9953, 2.0872]}
{"unit_id": "quote:2042591840793251978", "ticker_idx": 0, "ts": "2026-04-10T13:13:39+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 and $CRWV won", "tweet_type": "analysis", "timeline": "unspecified", "summary": "IREN losing out to NBIS and CRWV in Meta's GPU cloud stack; software advantage tips the win to NBIS and CRWV.", "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 was also making a point about entitlement from Meta engs. It's very hard to please them. I can see IREN quickly falloff the list. $NBIS and $CRWV won. Software matters. https://t.co/Y7mDVH49N3", "reply_text": null, "parent_text": null, "quoted_text": "I have been to $meta main campus 5 times during my time in Silicon Valley. Few my friends went to work there so i had the privilege to visit, and enjoy the food there.\n\nSo this is what i think happens:\n\nA. Meta looks at coreweave stack, woah, so cool! They're using same tools and", "parent_author": null, "ret_m1d": -0.05959853291644013, "ret_signed_m1d": -0.05959853291644013, "alpha_spy_m1d": -0.06026074657972802, "alpha_c_m1d": -0.06240683550344173, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0028083025870015987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06615159175787522, "ret_signed_p1d": 0.06615159175787522, "alpha_spy_p1d": 0.056379144511393475, "alpha_c_p1d": 0.058516579934273505, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.007635011823601712, "ret_p1w": 0.08394838978043206, "ret_signed_p1w": 0.08394838978043206, "alpha_spy_p1w": 0.038794838255516995, "alpha_c_p1w": 0.038753077655405255, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04519531212502681, "ret_p1m": 0.2837139031281095, "ret_signed_p1m": 0.2837139031281095, "alpha_spy_p1m": 0.19564398892769264, "alpha_c_p1m": 0.2694093153075168, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.01430458782059274, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2837139031281095, "alpha_spy_stated": 0.19564398892769264, "alpha_c_stated": 0.2694093153075168, "price_path": [-0.2727, -0.2965, -0.2834, -0.25, -0.25, -0.3151, -0.318, -0.3319, -0.3481, -0.3691, -0.3249, -0.3072, -0.3453, -0.4124, -0.3919, -0.3795, -0.4317, -0.4904, -0.4061, -0.3593, -0.3668, -0.3888, -0.381, -0.3239, -0.3239, -0.3273, -0.2978, -0.2577, -0.3245, -0.306, -0.2924, -0.268, -0.2765, -0.371, -0.3722, -0.4013, -0.3255, -0.3402, -0.3838, -0.3451, -0.3348, -0.2275, -0.2547, -0.2209, -0.1043, -0.1976, -0.1822, -0.1618, -0.1887, -0.2126, -0.2074, -0.2061, -0.269, -0.3045, -0.3636, -0.2843, -0.2968, -0.2494, -0.2494, -0.2237, -0.1902, -0.1378, -0.0596, 0.0, 0.0662, 0.1171, 0.1504, 0.1405, 0.0839, 0.0979, 0.0799, 0.0771, 0.0835, 0.0151, -0.0001, -0.0653, -0.0261, -0.0465, 0.0657, 0.2169, 0.2135, 0.3457, 0.2745, 0.2213, 0.2837, 0.2355, 0.4297, 0.5255, 0.5171, 0.3786, 0.3639, 0.3232, 0.5171, 0.4815, 0.4815, 0.4352, 0.4373, 0.5613, 0.5941, 0.8246, 0.7975, 0.7361, 0.7912, 0.5714, 0.5038, 0.5184, 0.4602, 0.533, 0.6028, 0.794, 0.8287, 0.9377, 0.9776, 0.9776, 0.9563, 0.8987, 0.7911, 0.7702, 0.6576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042591840793251978", "ticker_idx": 1, "ts": "2026-04-10T13:13:39+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS and $CRWV won", "tweet_type": "analysis", "timeline": "unspecified", "summary": "IREN losing out to NBIS and CRWV in Meta's GPU cloud stack; software advantage tips the win to NBIS and CRWV.", "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": "quote", "lang": "en", "tweet_text": "I was also making a point about entitlement from Meta engs. It's very hard to please them. I can see IREN quickly falloff the list. $NBIS and $CRWV won. Software matters. https://t.co/Y7mDVH49N3", "reply_text": null, "parent_text": null, "quoted_text": "I have been to $meta main campus 5 times during my time in Silicon Valley. Few my friends went to work there so i had the privilege to visit, and enjoy the food there.\n\nSo this is what i think happens:\n\nA. Meta looks at coreweave stack, woah, so cool! They're using same tools and", "parent_author": null, "ret_m1d": -0.0980392156862745, "ret_signed_m1d": -0.0980392156862745, "alpha_spy_m1d": -0.09870142934956239, "alpha_c_m1d": -0.09870142934956239, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0006622136632878917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08107839846143539, "ret_signed_p1d": 0.08107839846143539, "alpha_spy_p1d": 0.07130595121495364, "alpha_c_p1d": 0.07130595121495364, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.009772447246481741, "ret_p1w": 0.14558822033452046, "ret_signed_p1w": 0.14558822033452046, "alpha_spy_p1w": 0.10043466880960539, "alpha_c_p1w": 0.10043466880960539, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04515355152491507, "ret_p1m": 0.1245097740023744, "ret_signed_p1m": 0.1245097740023744, "alpha_spy_p1m": 0.03643985980195752, "alpha_c_p1m": 0.03643985980195752, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.08806991420041688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1245097740023744, "alpha_spy_stated": 0.03643985980195752, "alpha_c_stated": 0.03643985980195752, "price_path": [-0.1424, -0.1196, -0.0685, -0.0075, -0.0075, -0.0665, -0.0779, -0.1001, -0.0884, -0.0362, 0.0673, 0.0394, -0.0242, -0.0864, -0.128, -0.1171, -0.1916, -0.2681, -0.1181, -0.0511, -0.0675, -0.0672, -0.0618, -0.0584, -0.0584, -0.1078, -0.0642, -0.0476, -0.125, -0.1094, -0.0265, -0.0391, -0.0428, -0.22, -0.2348, -0.2767, -0.2206, -0.2665, -0.2844, -0.2705, -0.2655, -0.1965, -0.2171, -0.2048, -0.1582, -0.1949, -0.188, -0.2092, -0.2013, -0.1965, -0.1861, -0.1414, -0.2113, -0.2666, -0.3221, -0.2405, -0.231, -0.1937, -0.1937, -0.2065, -0.1643, -0.1284, -0.098, 0.0, 0.0811, 0.149, 0.1636, 0.1722, 0.1456, 0.1513, 0.129, 0.2014, 0.1512, 0.0798, 0.0986, 0.0346, 0.1195, 0.0941, 0.1668, 0.2297, 0.2538, 0.3527, 0.2631, 0.1191, 0.1245, 0.0564, 0.0913, 0.1198, 0.052, 0.0174, -0.0215, -0.0071, 0.0547, 0.0342, 0.0342, 0.0381, 0.0223, 0.0476, 0.0738, 0.2237, 0.1693, 0.0875, 0.0591, -0.0158, 0.0036, -0.0348, -0.0626, -0.0614, -0.0142, 0.0462, 0.1474, 0.1295, 0.1564, 0.1564, 0.0911, 0.0365, -0.011, -0.0318, -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]}
{"unit_id": "quote:2042591840793251978", "ticker_idx": 2, "ts": "2026-04-10T13:13:39+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 can see IREN quickly falloff the list", "tweet_type": "analysis", "timeline": "unspecified", "summary": "IREN losing out to NBIS and CRWV in Meta's GPU cloud stack; software advantage tips the win to NBIS and CRWV.", "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 was also making a point about entitlement from Meta engs. It's very hard to please them. I can see IREN quickly falloff the list. $NBIS and $CRWV won. Software matters. https://t.co/Y7mDVH49N3", "reply_text": null, "parent_text": null, "quoted_text": "I have been to $meta main campus 5 times during my time in Silicon Valley. Few my friends went to work there so i had the privilege to visit, and enjoy the food there.\n\nSo this is what i think happens:\n\nA. Meta looks at coreweave stack, woah, so cool! They're using same tools and", "parent_author": null, "ret_m1d": -0.057477068643789764, "ret_signed_m1d": 0.057477068643789764, "alpha_spy_m1d": 0.058139282307077655, "alpha_c_m1d": 0.06850726545599661, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.01103019681220685, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09537131304946622, "ret_signed_p1d": -0.09537131304946622, "alpha_spy_p1d": -0.08559886580298448, "alpha_c_p1d": -0.07784125557653776, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.017530057472928462, "ret_p1w": 0.22380466188607095, "ret_signed_p1w": -0.22380466188607095, "alpha_spy_p1w": -0.17865111036115588, "alpha_c_p1w": -0.19110818747141667, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.032696474414654286, "ret_p1m": 0.40259414938750426, "ret_signed_p1m": -0.40259414938750426, "alpha_spy_p1m": -0.3145242351870874, "alpha_c_p1m": -0.3945185032393004, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.008075646148203885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.40259414938750426, "alpha_spy_stated": -0.3145242351870874, "alpha_c_stated": -0.3945185032393004, "price_path": [0.3477, 0.3449, 0.3197, 0.4705, 0.4705, 0.38, 0.3601, 0.3291, 0.4415, 0.3316, 0.5257, 0.6007, 0.5219, 0.3667, 0.3499, 0.3833, 0.1429, 0.012, 0.0638, 0.1737, 0.0918, 0.0852, 0.0181, 0.0738, 0.0738, 0.042, 0.0702, 0.101, 0.0168, 0.0773, 0.1559, 0.1198, 0.1251, 0.0415, 0.0526, -0.012, 0.115, 0.0205, -0.0666, -0.0122, -0.0305, 0.0677, 0.0521, 0.0575, 0.1429, 0.0926, 0.0735, 0.0595, 0.0501, 0.0722, 0.0458, 0.0537, -0.0476, -0.1076, -0.1958, -0.1282, -0.133, -0.1157, -0.1157, -0.1066, -0.091, -0.0633, -0.0575, 0.0, 0.0954, 0.2047, 0.2416, 0.2131, 0.2238, 0.2391, 0.1488, 0.2307, 0.323, 0.2879, 0.2299, 0.1302, 0.09, 0.1574, 0.1612, 0.2584, 0.3922, 0.5509, 0.4458, 0.5565, 0.4026, 0.4385, 0.4031, 0.4852, 0.3464, 0.2833, 0.2141, 0.3405, 0.4766, 0.4453, 0.4453, 0.5203, 0.7253, 0.6289, 0.616, 0.6615, 0.6938, 0.6653, 0.5732, 0.3822, 0.5053, 0.3739, 0.3103, 0.4423, 0.5201, 0.5476, 0.5051, 0.4779, 0.5249, 0.5249, 0.4463, 0.3917, 0.2792, 0.2141, 0.2007, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049602526815612961", "ticker_idx": 0, "ts": "2026-04-29T21:31:36+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There is nothing to squeeze from existing platform. Capex on that will not yield good ROI.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish META: core platform exhausted, AI capex won't generate good ROI without a new business line.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MAnfilofyev agreed. $META has to create a new business. they're in perfect position to run AI datacenter cloud and use their own foundation model. There is nothing to squeeze from existing platform.  Capex on that will not yield good ROI.", "reply_text": null, "parent_text": "@DeepValueBagger $META suffers from the red queen effect - it has to spend on AI just to keep producing ad ROI for its customers.\n\nRevenue is capped by number of users and their discretionary funds - growth there is very limited as META has run out of people with funds who aren't already on the", "quoted_text": null, "parent_author": "MAnfilofyev", "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": "quote:2029388758848618583", "ticker_idx": 0, "ts": "2026-03-05T02:49:18+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great take on $aapl. That was my conclusion too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses bullish thesis that Apple's AI strategy positions it to win long-term.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "Great take on $aapl.\n\nThat was my conclusion too.", "reply_text": null, "parent_text": null, "quoted_text": "i find it fucking hilarious how Apple \"failing\" at AI is now the exact reason they're about to win it:\n\n- watched everyone else burn $1.4T+ building models... then picked the winner (gemini) to use for... $1B \n\n- while everyone fights to grow users, apple flips a switch and 2.5 https://t.co/LshRVUlEm8", "parent_author": null, "ret_m1d": 0.008567322573513225, "ret_signed_m1d": 0.008567322573513225, "alpha_spy_m1d": 0.002960389671272212, "alpha_c_m1d": 0.01099276858802578, "bench_spy_m1d": 0.005606932902241013, "bench_c_m1d": -0.0024254460145125556, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010872595974432131, "ret_signed_p1d": -0.010872595974432131, "alpha_spy_p1d": 0.0022345339364299166, "alpha_c_p1d": 0.009743695148924258, "bench_spy_p1d": -0.013107129910862048, "bench_c_p1d": -0.02061629112335639, "ret_p1w": -0.017403734533521287, "ret_signed_p1w": -0.017403734533521287, "alpha_spy_p1w": 0.004979596961064869, "alpha_c_p1w": -0.0007109526032468283, "bench_spy_p1w": -0.022383331494586156, "bench_c_p1w": -0.01669278193027446, "ret_p1m": -0.01678898322468836, "ret_signed_p1m": -0.01678898322468836, "alpha_spy_p1m": 0.017980629264982784, "alpha_c_p1m": 0.011894851136160622, "bench_spy_p1m": -0.03476961248967114, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.21207271351474155, "ret_signed_p3m": 0.21207271351474155, "alpha_spy_p3m": 0.09416095986783057, "alpha_c_p3m": -0.20365329445077762, "bench_spy_p3m": 0.11791175364691098, "bench_c_p3m": 0.4157260079655192, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01678898322468836, "alpha_spy_stated": 0.017980629264982784, "alpha_c_stated": 0.011894851136160622, "price_path": [0.0666, 0.0639, 0.07, 0.0672, 0.0681, 0.0521, 0.054, 0.0434, 0.0447, 0.0504, 0.0401, 0.0454, 0.051, 0.051, 0.0494, 0.0508, 0.0482, 0.0435, 0.0435, 0.0402, 0.0258, 0.007, -0.0008, -0.0057, -0.0045, -0.0011, 0.002, -0.0022, -0.0089, -0.0192, -0.0192, -0.0531, -0.0495, -0.0468, -0.048, -0.0197, -0.0087, -0.0157, -0.0086, -0.004, 0.0364, 0.0343, 0.0612, 0.059, 0.0675, 0.0551, 0.0514, 0.0584, 0.0055, -0.0173, -0.0173, 0.0138, 0.0156, 0.0011, 0.0165, 0.0226, 0.0455, 0.0536, 0.0486, 0.0149, 0.017, 0.0133, 0.0086, 0.0, -0.0109, -0.0016, 0.0021, 0.002, -0.0174, -0.0391, -0.0287, -0.0233, -0.0398, -0.0435, -0.0473, -0.0338, -0.0332, -0.0295, -0.0284, -0.0441, -0.0525, -0.025, -0.0179, -0.0168, -0.0168, -0.0055, -0.0261, -0.0053, 0.0008, 0.0007, -0.0042, -0.0056, 0.0236, 0.0119, 0.0382, 0.049, 0.0226, 0.0495, 0.0505, 0.0414, 0.0281, 0.04, 0.038, 0.0425, 0.0763, 0.0635, 0.0918, 0.1046, 0.1043, 0.1269, 0.1255, 0.1336, 0.1493, 0.1467, 0.1545, 0.1453, 0.1497, 0.1623, 0.1728, 0.1875, 0.1875, 0.1857, 0.1953, 0.2017, 0.2, 0.1779, 0.2121, 0.1931, 0.1968, 0.1818, 0.1595, 0.1173, 0.1212, 0.1368, 0.1195, 0.1399, 0.1507, 0.138, 0.146, 0.146, 0.1421, 0.1317, 0.127, 0.0581, 0.0912, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049493269378109652", "ticker_idx": 0, "ts": "2026-04-29T14:17:27+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "she sold and bought $AMD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Sold IREN (expects further decline) and rotated into AMD (growth potential).", "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": "My wife still have $IREN with small loss. I told her to sell yesterday but wanted to hold her loss, and it's \"only\" a few shares.   My mentality is don't justify holding any stock that you believe to to continue to go down. You'd rather have it cash or a position with growth potential.  \n\nAnyways, enough nagging, she sold and bought $AMD.\n\n---\n\nToday $IREN is down 4% while $NBIS is green.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04123281569956605, "ret_signed_m1d": -0.04123281569956605, "alpha_spy_m1d": -0.041387348901372745, "alpha_c_m1d": -0.02447875160141033, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.01675406409815572, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.051555888695161034, "ret_signed_p1d": 0.051555888695161034, "alpha_spy_p1d": 0.041606255167596196, "alpha_c_p1d": 0.03726385370507512, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.014292034990085911, "ret_p1w": 0.2500075137465352, "ret_signed_p1w": 0.2500075137465352, "alpha_spy_p1w": 0.2187390919828598, "alpha_c_p1w": 0.14956309134751922, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.10044442239901596, "ret_p1m": 0.5368575520394843, "ret_signed_p1m": 0.5368575520394843, "alpha_spy_p1m": 0.47640058609638336, "alpha_c_p1m": 0.3361889239676976, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.20066862807178665, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5368575520394843, "alpha_spy_stated": 0.47640058609638336, "alpha_c_stated": 0.3361889239676976, "price_path": [-0.2978, -0.2695, -0.2818, -0.4062, -0.429, -0.3817, -0.3593, -0.3665, -0.3664, -0.3891, -0.385, -0.385, -0.3976, -0.4064, -0.3967, -0.4063, -0.4168, -0.3657, -0.3745, -0.3958, -0.4061, -0.4108, -0.4336, -0.4006, -0.4084, -0.4292, -0.3988, -0.3971, -0.3924, -0.4134, -0.4263, -0.4169, -0.4177, -0.4083, -0.3911, -0.4028, -0.3988, -0.3908, -0.3466, -0.3955, -0.4008, -0.4185, -0.3965, -0.3764, -0.3548, -0.3548, -0.3469, -0.3429, -0.3123, -0.298, -0.2731, -0.2678, -0.2434, -0.2343, -0.1746, -0.1742, -0.1844, -0.1561, -0.0998, -0.0943, 0.0317, -0.0074, -0.0412, 0.0, 0.0516, 0.0695, 0.0131, 0.0538, 0.25, 0.2117, 0.3503, 0.361, 0.3298, 0.3215, 0.334, 0.258, 0.2488, 0.2282, 0.3277, 0.3337, 0.3868, 0.3868, 0.4947, 0.47, 0.5369, 0.531, 0.5132, 0.5471, 0.6093, 0.552, 0.3835, 0.4545, 0.4105, 0.342, 0.4489, 0.5175, 0.6234, 0.5048, 0.5202, 0.594, 0.594, 0.6364, 0.5421, 0.5418, 0.5798, 0.5472, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049493269378109652", "ticker_idx": 1, "ts": "2026-04-29T14:17:27+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't justify holding any stock that you believe to to continue to go down", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Sold IREN (expects further decline) and rotated into AMD (growth potential).", "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": "self_thread", "lang": "en", "tweet_text": "My wife still have $IREN with small loss. I told her to sell yesterday but wanted to hold her loss, and it's \"only\" a few shares.   My mentality is don't justify holding any stock that you believe to to continue to go down. You'd rather have it cash or a position with growth potential.  \n\nAnyways, enough nagging, she sold and bought $AMD.\n\n---\n\nToday $IREN is down 4% while $NBIS is green.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03686416224585454, "ret_signed_m1d": -0.03686416224585454, "alpha_spy_m1d": -0.03670962904404784, "alpha_c_m1d": -0.038212388542313125, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": -0.0013482262964585878, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.061829157103222565, "ret_signed_p1d": -0.061829157103222565, "alpha_spy_p1d": -0.05187952357565773, "alpha_c_p1d": -0.05778440448387312, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.004044752619349445, "ret_p1w": 0.42277178427077344, "ret_signed_p1w": -0.42277178427077344, "alpha_spy_p1w": -0.39150336250709805, "alpha_c_p1w": -0.4243125932581623, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": -0.001540808987388842, "ret_p1m": 0.49440042323024214, "ret_signed_p1m": -0.49440042323024214, "alpha_spy_p1m": -0.43394345728714123, "alpha_c_p1m": -0.5069196252802303, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": -0.012519202049988132, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.49440042323024214, "alpha_spy_stated": -0.43394345728714123, "alpha_c_stated": -0.5069196252802303, "price_path": [0.2538, 0.2385, 0.269, 0.0485, -0.0716, -0.024, 0.0768, 0.0016, -0.0044, -0.066, -0.0149, -0.0149, -0.0441, -0.0182, 0.01, -0.0672, -0.0117, 0.0604, 0.0273, 0.0322, -0.0446, -0.0343, -0.0936, 0.0229, -0.0638, -0.1437, -0.0938, -0.1106, -0.0205, -0.0348, -0.0299, 0.0485, 0.0023, -0.0152, -0.028, -0.0366, -0.0163, -0.0406, -0.0334, -0.1262, -0.1813, -0.2622, -0.2002, -0.2046, -0.1888, -0.1888, -0.1804, -0.1661, -0.1407, -0.1353, -0.0826, 0.0049, 0.1052, 0.1391, 0.1129, 0.1227, 0.1367, 0.0539, 0.129, 0.2137, 0.1815, 0.1283, 0.0369, 0.0, 0.0618, 0.0653, 0.1545, 0.2772, 0.4228, 0.3264, 0.4279, 0.2867, 0.3196, 0.2872, 0.3626, 0.2352, 0.1773, 0.1139, 0.2298, 0.3546, 0.3259, 0.3259, 0.3948, 0.5828, 0.4944, 0.4825, 0.5243, 0.5539, 0.5278, 0.4433, 0.2681, 0.381, 0.2604, 0.2021, 0.3231, 0.3945, 0.4197, 0.3808, 0.3558, 0.399, 0.399, 0.3269, 0.2767, 0.1736, 0.1139, 0.1015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2046216387962470701", "ticker_idx": 0, "ts": "2026-04-20T13:16:18+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big holder of $INTC so I'm good", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed large long position in INTC; endorses CPU-over-GPU narrative for agentic AI.", "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": "reply_other", "lang": "en", "tweet_text": "@alexander_dww yes, there's a narrative that CPU &gt; GPU for agentic.   Big holder of $INTC so I'm good.", "reply_text": null, "parent_text": "@DeepValueBagger I think this year is the year for CPU stocks like $AMD $INTC $ARM", "quoted_text": null, "parent_author": "alexander_dww", "ret_m1d": 0.04261800885567202, "ret_signed_m1d": 0.04261800885567202, "alpha_spy_m1d": 0.040614266787276865, "alpha_c_m1d": 0.042186910893099894, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.0004310979625721245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008523671445973546, "ret_signed_p1d": 0.008523671445973546, "alpha_spy_p1d": 0.015070564294513034, "alpha_c_p1d": 0.007014894353285284, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0015087770926882627, "ret_p1w": 0.29360733350906876, "ret_signed_p1w": 0.29360733350906876, "alpha_spy_p1w": 0.28450635378479383, "alpha_c_p1w": 0.20243563963545497, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.09117169387361379, "ret_p1m": 0.6864537016500163, "ret_signed_p1m": 0.6864537016500163, "alpha_spy_p1m": 0.6511646324787368, "alpha_c_p1m": 0.51402497505512, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.17242872659489628, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6864537016500163, "alpha_spy_stated": 0.6511646324787368, "alpha_c_stated": 0.51402497505512, "price_path": [-0.1743, -0.1732, -0.314, -0.3533, -0.3314, -0.2575, -0.2594, -0.2927, -0.2571, -0.2504, -0.2603, -0.2658, -0.23, -0.2353, -0.2826, -0.265, -0.2925, -0.2878, -0.2878, -0.2971, -0.3081, -0.3209, -0.3286, -0.3359, -0.298, -0.2865, -0.3081, -0.3058, -0.3075, -0.344, -0.3062, -0.3006, -0.3391, -0.3062, -0.288, -0.2697, -0.3113, -0.3033, -0.3035, -0.3294, -0.3146, -0.2971, -0.3323, -0.3301, -0.3294, -0.2819, -0.3288, -0.3435, -0.3731, -0.3283, -0.2689, -0.2332, -0.2332, -0.2271, -0.1947, -0.1027, -0.0606, -0.0505, -0.0079, -0.0288, -0.0116, 0.0426, 0.0426, 0.0, 0.0085, -0.0065, 0.0164, 0.2563, 0.2936, 0.2865, 0.4422, 0.4381, 0.5163, 0.4578, 0.6461, 0.7201, 0.6685, 0.9014, 0.9702, 0.8358, 0.8309, 0.7645, 0.6556, 0.6464, 0.6865, 0.8107, 0.8037, 0.824, 0.824, 0.8801, 0.8534, 0.84, 0.7455, 0.6641, 0.6428, 0.7155, 0.7014, 0.5094, 0.6784, 0.6426, 0.6292, 0.7802, 0.896, 0.9461, 0.7816, 0.8432, 1.0394, 1.0394, 1.1452, 1.0134, 1.0038, 1.0224, 0.9531, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998401530769162601", "ticker_idx": 0, "ts": "2025-12-09T14:37:08+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "H1 2026 looks good for $IREN as the remaining power gets confirmed", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish IREN into H1 2026 on power confirmation; bullish GOOGL on diversified business and user base.", "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": "I agree. H1 2026 looks good for $IREN as the remaining power gets confirmed. Looks shakey as others come online as well, all supported by demand.  Diversified business with strong user base like $GOOGL with its expertise is poised to do really well. Adjusting to right exposure the right key here.", "reply_text": null, "parent_text": "My 1st take on 2026 🦺\n\nFrom time to time, it’s healthy to pause, step back, and think about what’s next for the market from a macro perspective, and reflect on whether your current portfolio is still aligned with your view of the bigger picture.\n\nMy 1st thinking for 2026:\n\n🏦", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": -0.01067463702756577, "ret_signed_m1d": -0.01067463702756577, "alpha_spy_m1d": -0.011538500738199287, "alpha_c_m1d": -0.014428350193933848, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.003753713166368078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06233992259031296, "ret_signed_p1d": -0.06233992259031296, "alpha_spy_p1d": -0.0689721578430702, "alpha_c_p1d": -0.07378890355759515, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.011448980967282196, "ret_p1w": -0.2188300590650979, "ret_signed_p1w": -0.2188300590650979, "alpha_spy_p1w": -0.21272507980260214, "alpha_c_p1w": -0.24435555499338768, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.025525495928289788, "ret_p1m": -0.0686379193448885, "ret_signed_p1m": -0.0686379193448885, "alpha_spy_p1m": -0.0811960181888085, "alpha_c_p1m": -0.11601708879861916, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.04737916945373066, "ret_p3m": -0.21648162588847064, "ret_signed_p3m": -0.21648162588847064, "alpha_spy_p3m": -0.20378369428705134, "alpha_c_p3m": -0.16893555871050603, "bench_spy_p3m": -0.012697931601419299, "bench_c_p3m": -0.04754606717796461, "ret_p6m": 0.39795053679810577, "ret_signed_p6m": 0.39795053679810577, "alpha_spy_p6m": 0.2874231033139447, "alpha_c_p6m": 0.434921317738864, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": -0.03697078094075823, "ret_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": -0.21648162588847064, "alpha_spy_stated": -0.20378369428705134, "alpha_c_stated": -0.16893555871050603, "price_path": [-0.2987, -0.275, -0.2071, -0.2218, -0.1909, -0.2246, -0.1751, -0.1055, -0.1082, 0.0064, -0.0117, -0.1063, -0.0194, 0.0019, 0.0051, 0.0038, 0.0773, 0.2329, 0.3168, 0.2829, 0.3632, 0.276, 0.3693, 0.4851, 0.4513, 0.32, 0.2963, 0.2643, 0.1784, 0.1065, 0.1926, 0.3429, 0.3875, 0.3326, 0.2899, 0.243, 0.297, 0.4464, 0.4225, 0.6313, 0.4295, 0.3318, 0.2846, 0.225, 0.1892, 0.0386, -0.01, 0.0122, 0.0429, -0.0216, -0.0719, -0.0978, 0.0352, 0.0135, 0.0344, 0.0344, 0.0207, 0.0352, -0.1221, -0.0615, -0.0083, -0.0455, -0.0107, 0.0, -0.0623, -0.0619, -0.1433, -0.2425, -0.2188, -0.2788, -0.2357, -0.1477, -0.1025, -0.1018, -0.1038, -0.1038, -0.1396, -0.1586, -0.1823, -0.1936, -0.1936, -0.0884, 0.0299, -0.0199, -0.0686, -0.0248, -0.0173, 0.0745, 0.1313, 0.1289, 0.1078, 0.2344, 0.2344, 0.1584, 0.1418, 0.1157, 0.2101, 0.1178, 0.2807, 0.3437, 0.2775, 0.1473, 0.1332, 0.1612, -0.0406, -0.1505, -0.107, -0.0147, -0.0835, -0.089, -0.1454, -0.0986, -0.0986, -0.1253, -0.1016, -0.0758, -0.1465, -0.0956, -0.0297, -0.06, -0.0555, -0.1257, -0.1164, -0.1706, -0.064, -0.1434, -0.2165, -0.1708, -0.1862, -0.1038, -0.1168, -0.1123, -0.0406, -0.0828, -0.0988, -0.1106, -0.1185, -0.0999, -0.1221, -0.1155, -0.2005, -0.2509, -0.3249, -0.2681, -0.2722, -0.2577, -0.2577, -0.25, -0.237, -0.2137, -0.2088, -0.1605, -0.0805, 0.0113, 0.0423, 0.0184, 0.0273, 0.0401, -0.0357, 0.0331, 0.1106, 0.0811, 0.0325, -0.0512, -0.085, -0.0284, -0.0252, 0.0564, 0.1687, 0.3019, 0.2137, 0.3066, 0.1774, 0.2075, 0.1778, 0.2468, 0.1302, 0.0773, 0.0192, 0.1253, 0.2395, 0.2133, 0.2133, 0.2763, 0.4483, 0.3674, 0.3565, 0.3947, 0.4219, 0.398]}
{"unit_id": "reply:1998401530769162601", "ticker_idx": 1, "ts": "2025-12-09T14:37:08+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Diversified business with strong user base like $GOOGL with its expertise is poised to do really well", "tweet_type": "prediction", "timeline": "quarters", "summary": "Bullish IREN into H1 2026 on power confirmation; bullish GOOGL on diversified business and user base.", "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": "reply_other", "lang": "en", "tweet_text": "I agree. H1 2026 looks good for $IREN as the remaining power gets confirmed. Looks shakey as others come online as well, all supported by demand.  Diversified business with strong user base like $GOOGL with its expertise is poised to do really well. Adjusting to right exposure the right key here.", "reply_text": null, "parent_text": "My 1st take on 2026 🦺\n\nFrom time to time, it’s healthy to pause, step back, and think about what’s next for the market from a macro perspective, and reflect on whether your current portfolio is still aligned with your view of the bigger picture.\n\nMy 1st thinking for 2026:\n\n🏦", "quoted_text": null, "parent_author": "KentEkasak", "ret_m1d": -0.010596565146286263, "ret_signed_m1d": -0.010596565146286263, "alpha_spy_m1d": -0.01146042885691978, "alpha_c_m1d": -0.00947965835502207, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": -0.001116906791264194, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00987137368128388, "ret_signed_p1d": 0.00987137368128388, "alpha_spy_p1d": 0.0032391384285266334, "alpha_c_p1d": 0.004028944452006522, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.005842429229277357, "ret_p1w": -0.03314611668402945, "ret_signed_p1w": -0.03314611668402945, "alpha_spy_p1w": -0.02704113742153369, "alpha_c_p1w": -0.03537999641051104, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.0022338797264815913, "ret_p1m": 0.015453565099064592, "ret_signed_p1m": 0.015453565099064592, "alpha_spy_p1m": 0.0028954662551445853, "alpha_c_p1m": 0.0061824979192972584, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.009271067179767334, "ret_p3m": -0.058534082071435956, "ret_signed_p3m": -0.058534082071435956, "alpha_spy_p3m": -0.04583615047001666, "alpha_c_p3m": -0.07099447837954509, "bench_spy_p3m": -0.012697931601419299, "bench_c_p3m": 0.012460396308109134, "ret_p6m": 0.13297187799051136, "ret_signed_p6m": 0.13297187799051136, "alpha_spy_p6m": 0.022444444506350303, "alpha_c_p6m": 0.16380216980440343, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": -0.030830291813892075, "ret_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": -0.058534082071435956, "alpha_spy_stated": -0.04583615047001666, "alpha_c_stated": -0.07099447837954509, "price_path": [-0.2424, -0.2411, -0.207, -0.2084, -0.2136, -0.2057, -0.1972, -0.2041, -0.2068, -0.2211, -0.2253, -0.223, -0.2308, -0.2338, -0.2281, -0.2257, -0.2267, -0.2107, -0.2254, -0.229, -0.2388, -0.2544, -0.2305, -0.2264, -0.2088, -0.2075, -0.2017, -0.1914, -0.2106, -0.2067, -0.2024, -0.1808, -0.1513, -0.157, -0.1346, -0.1129, -0.1138, -0.1058, -0.1253, -0.1039, -0.1025, -0.1212, -0.0857, -0.0819, -0.0964, -0.122, -0.1288, -0.1017, -0.104, -0.0771, -0.0877, -0.0556, 0.0041, 0.0194, 0.0084, 0.0084, 0.0091, -0.0076, -0.0047, 0.0074, 0.001, 0.0126, -0.0106, 0.0, 0.0099, -0.0147, -0.0246, -0.0279, -0.0331, -0.0642, -0.0461, -0.0313, -0.023, -0.0086, -0.0094, -0.0094, -0.0113, -0.0111, -0.0102, -0.0129, -0.0129, -0.0061, -0.0017, -0.0086, 0.0155, 0.0264, 0.0362, 0.0466, 0.0596, 0.0592, 0.0495, 0.0407, 0.0407, 0.0155, 0.0356, 0.0424, 0.0342, 0.051, 0.0551, 0.0597, 0.0668, 0.066, 0.0839, 0.0714, 0.0503, 0.0447, 0.0182, 0.0228, 0.0047, -0.0193, -0.0255, -0.0358, -0.0358, -0.0475, -0.0434, -0.0449, -0.0066, -0.0176, -0.0195, -0.0132, -0.0306, -0.0168, -0.0333, -0.0426, -0.044, -0.0511, -0.0585, -0.0331, -0.031, -0.0257, -0.042, -0.046, -0.0357, -0.0187, -0.0289, -0.0307, -0.05, -0.0467, -0.0834, -0.0818, -0.1134, -0.1342, -0.1368, -0.0925, -0.0614, -0.0666, -0.0666, -0.0532, -0.036, 0.0015, 0.0052, 0.0012, 0.0141, 0.0507, 0.064, 0.0605, 0.0783, 0.0649, 0.0487, 0.0709, 0.0695, 0.0869, 0.1057, 0.1039, 0.1044, 0.2144, 0.2172, 0.2095, 0.2259, 0.2562, 0.2561, 0.2649, 0.2265, 0.2225, 0.2707, 0.2658, 0.2522, 0.2527, 0.2235, 0.2274, 0.2235, 0.2087, 0.2087, 0.2273, 0.2271, 0.2312, 0.2004, 0.1878, 0.142, 0.133]}
{"unit_id": "quote:2046984987795173465", "ticker_idx": 0, "ts": "2026-04-22T16:10:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Risk reward is just much better $mu", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MU on better risk/reward; thesis that Optimus will need HBM drives the call.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Risk reward is just much better $mu https://t.co/1TjyjCyjkp", "reply_text": null, "parent_text": null, "quoted_text": "I have a crazy idea. \n\n$TSLA optimus will need HBM.  Sell $TSLA for $MU.\nOnce army is assembled, buy $TSLA.", "parent_author": null, "ret_m1d": -0.07815706335615102, "ret_signed_m1d": -0.07815706335615102, "alpha_spy_m1d": -0.06813187347268079, "alpha_c_m1d": -0.052634375494925556, "bench_spy_m1d": -0.010025189883470231, "bench_c_m1d": -0.025522687861225468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011815889135578406, "ret_signed_p1d": -0.011815889135578406, "alpha_spy_p1d": -0.007935148267180003, "alpha_c_p1d": -0.02234379147522958, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": 0.0635513462872983, "ret_signed_p1w": 0.0635513462872983, "alpha_spy_p1w": 0.06303114942470667, "alpha_c_p1w": 0.0158404207149776, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.5633461032462956, "ret_signed_p1m": 0.5633461032462956, "alpha_spy_p1m": 0.5190414372112186, "alpha_c_p1m": 0.3723975033793536, "bench_spy_p1m": 0.04430466603507699, "bench_c_p1m": 0.19094859986694201, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5633461032462956, "alpha_spy_stated": 0.5190414372112186, "alpha_c_stated": 0.3723975033793536, "price_path": [-0.1805, -0.2022, -0.1588, -0.1075, -0.1064, -0.1493, -0.1023, -0.1399, -0.222, -0.2149, -0.1907, -0.2136, -0.2346, -0.1586, -0.1512, -0.1559, -0.1559, -0.1802, -0.1368, -0.1442, -0.122, -0.1368, -0.1429, -0.1203, -0.1479, -0.1544, -0.1538, -0.2215, -0.1782, -0.1858, -0.2407, -0.2017, -0.1734, -0.1415, -0.1688, -0.1262, -0.0941, -0.0533, -0.0532, -0.089, -0.1328, -0.1709, -0.189, -0.2165, -0.2711, -0.2675, -0.3399, -0.307, -0.2454, -0.2487, -0.2487, -0.2251, -0.2254, -0.1656, -0.1353, -0.1372, -0.125, -0.0448, -0.0641, -0.0621, -0.0665, -0.0801, -0.0782, 0.0, -0.0118, 0.019, 0.0761, 0.0345, 0.0636, 0.0609, 0.1123, 0.1825, 0.3133, 0.3674, 0.3265, 0.532, 0.6315, 0.5725, 0.6485, 0.5919, 0.4865, 0.3981, 0.4334, 0.5016, 0.5633, 0.5406, 0.5406, 0.8378, 0.9045, 0.8945, 0.9919, 1.1242, 1.1829, 1.2146, 1.0432, 0.7724, 0.9473, 0.9199, 0.8296, 1.0429, 1.0136, 1.2319, 1.094, 1.14, 1.3262, 1.3262, 1.485, 1.1576, 1.1509, 1.4895, 1.3228, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2020955669319561724", "ticker_idx": 0, "ts": "2026-02-09T20:19:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we're early", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses parent's bullish Intel stance; 'we're early' signals upside ahead.", "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": "reply_other", "lang": "en", "tweet_text": "@imnotharsh we're early", "reply_text": null, "parent_text": "$INTC What I really enjoy about being heavily bullish Intel is that practically there is no media outlet / no FinX influencer, who genuinely even cares for Intel or the narrative. \n\nBanks upgrade: ignored.\nFoundry wins: ignored. \nCustomer wins: ignored. \nPanther Lake win:", "quoted_text": null, "parent_author": "imnotharsh", "ret_m1d": 0.006966529905016117, "ret_signed_m1d": 0.006966529905016117, "alpha_spy_m1d": 0.011765119135697999, "alpha_c_m1d": 0.01926211597423122, "bench_spy_m1d": -0.004798589230681882, "bench_c_m1d": -0.012295586069215103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06190287632264413, "ret_signed_p1d": -0.06190287632264413, "alpha_spy_p1d": -0.05926581855194468, "alpha_c_p1d": -0.057255183812557675, "bench_spy_p1d": -0.002637057770699447, "bench_c_p1d": -0.004647692510086454, "ret_p1w": -0.06867039505729444, "ret_signed_p1w": -0.06867039505729444, "alpha_spy_p1w": -0.05108989202508474, "alpha_c_p1w": -0.07130166848721897, "bench_spy_p1w": -0.017580503032209704, "bench_c_p1w": 0.00263127342992453, "ret_p1m": -0.06886948215714139, "ret_signed_p1m": -0.06886948215714139, "alpha_spy_p1m": -0.044703496771661744, "alpha_c_p1m": -0.04595049171301213, "bench_spy_p1m": -0.02416598538547965, "bench_c_p1m": -0.02291899044412926, "ret_p3m": 1.1819267333656538, "ret_signed_p3m": 1.1819267333656538, "alpha_spy_p3m": 1.1248217531073346, "alpha_c_p3m": 0.8537575862060851, "bench_spy_p3m": 0.05710498025831923, "bench_c_p3m": 0.3281691471595687, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06886948215714139, "alpha_spy_stated": -0.044703496771661744, "alpha_c_stated": -0.04595049171301213, "price_path": [-0.2458, -0.2852, -0.293, -0.3091, -0.3167, -0.3012, -0.3308, -0.3133, -0.2876, -0.2868, -0.2673, -0.2673, -0.1927, -0.2036, -0.1348, -0.129, -0.1939, -0.1758, -0.1979, -0.1939, -0.1883, -0.2136, -0.2474, -0.2534, -0.2574, -0.2824, -0.2779, -0.2671, -0.2761, -0.2765, -0.2803, -0.2803, -0.2795, -0.2699, -0.2576, -0.2655, -0.2655, -0.2162, -0.2164, -0.203, -0.1515, -0.1817, -0.0934, -0.123, -0.0587, -0.0303, -0.0382, -0.0653, -0.0653, -0.0334, 0.0798, 0.0812, -0.1029, -0.1543, -0.1256, -0.0291, -0.0314, -0.075, -0.0285, -0.0197, -0.0326, -0.0398, 0.007, 0.0, -0.0619, -0.0388, -0.0748, -0.0687, -0.0687, -0.0808, -0.0951, -0.1119, -0.122, -0.1316, -0.082, -0.0669, -0.0951, -0.0922, -0.0943, -0.1421, -0.0928, -0.0854, -0.1357, -0.0928, -0.0689, -0.045, -0.0993, -0.089, -0.0892, -0.123, -0.1037, -0.0808, -0.1268, -0.124, -0.123, -0.0609, -0.1222, -0.1415, -0.1801, -0.1216, -0.044, 0.0028, 0.0028, 0.0107, 0.0531, 0.1734, 0.2285, 0.2416, 0.2974, 0.2701, 0.2926, 0.3635, 0.3635, 0.3077, 0.3189, 0.2992, 0.3292, 0.6429, 0.6917, 0.6823, 0.8859, 0.8806, 0.9829, 0.9064, 1.1527, 1.2494, 1.1819, 1.4865, 1.5764, 1.4007, 1.3943, 1.3075, 1.165, 1.1531, 1.2054, 1.3678, 1.3587, 1.3854, 1.3854, 1.4586, 1.4238, 1.4062, 1.2826, 1.1762, 1.1483, 1.2434, 1.2249, 0.9739, 1.1949, 1.1481, 1.1306, 1.328, 1.4795, 1.545, 1.3298, 1.4104, 1.667, 1.667, 1.8053, 1.633, 1.6204, 1.6447, 1.5541, null, null, null, null, null, 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:2027271269901566333", "ticker_idx": 0, "ts": "2026-02-27T06:35:10+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They're selling $10k ai compute machines like hot cakes.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AAPL: Apple Silicon Mac Studios positioned as $10k AI compute machines selling strongly, shifting revenue narrative beyond iPhones.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "Forget $appl making money on $1500 phone.\n\nThey're selling $10k ai compute machines like hot cakes.", "reply_text": null, "parent_text": null, "quoted_text": "Pretty incredible that this is running 100% locally on 2 x 512GB M3 Ultra Mac Studios connected with a Thunderbolt 5 cable consuming ~400W.\n\nThis is possible now because of a perfect storm of:\n- Models: Really good Chinese open models.\n- Hardware: Apple Silicon with unified https://t.co/uYcJN4tSDt", "parent_author": null, "ret_m1d": 0.03319708135875499, "ret_signed_m1d": 0.03319708135875499, "alpha_spy_m1d": 0.028371970603661367, "alpha_c_m1d": 0.01698197641385235, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": 0.016215104944902636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0020440108677830526, "ret_signed_p1d": 0.0020440108677830526, "alpha_spy_p1d": 0.001475487881735127, "alpha_c_p1d": -0.0035772284526724984, "bench_spy_p1d": 0.0005685229860479257, "bench_c_p1d": 0.005621239320455551, "ret_p1w": -0.025437286282464777, "ret_signed_p1w": -0.025437286282464777, "alpha_spy_p1w": -0.005597300994651833, "alpha_c_p1w": -0.014843530891365142, "bench_spy_p1w": -0.019839985287812945, "bench_c_p1w": -0.010593755391099635, "ret_p1m": -0.06643197194670813, "ret_signed_p1m": -0.06643197194670813, "alpha_spy_p1m": 0.009799572188019301, "alpha_c_p1m": 0.013572801157236913, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.08000477310394505, "ret_p3m": 0.1777439614498486, "ret_signed_p3m": 0.1777439614498486, "alpha_spy_p3m": 0.08077528200369866, "alpha_c_p3m": -0.15303809454538486, "bench_spy_p3m": 0.09696867944614995, "bench_c_p3m": 0.33078205599523347, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06643197194670813, "alpha_spy_stated": 0.009799572188019301, "alpha_c_stated": 0.013572801157236913, "price_path": [0.0823, 0.0746, 0.0615, 0.0543, 0.0509, 0.0482, 0.0543, 0.0514, 0.0524, 0.0366, 0.0385, 0.028, 0.0294, 0.035, 0.0247, 0.03, 0.0355, 0.0355, 0.0339, 0.0353, 0.0327, 0.0281, 0.0281, 0.0249, 0.0107, -0.0078, -0.0155, -0.0204, -0.0191, -0.0158, -0.0128, -0.0169, -0.0235, -0.0336, -0.0336, -0.067, -0.0634, -0.0608, -0.062, -0.0341, -0.0233, -0.0302, -0.0232, -0.0187, 0.0211, 0.0191, 0.0456, 0.0434, 0.0518, 0.0395, 0.036, 0.0428, -0.0093, -0.0318, -0.0318, -0.0011, 0.0006, -0.0136, 0.0015, 0.0076, 0.0301, 0.038, 0.0332, 0.0, 0.002, -0.0016, -0.0063, -0.0147, -0.0254, -0.0163, -0.0127, -0.0128, -0.0319, -0.0532, -0.043, -0.0377, -0.0539, -0.0576, -0.0613, -0.048, -0.0475, -0.0438, -0.0427, -0.0582, -0.0664, -0.0393, -0.0324, -0.0313, -0.0313, -0.0201, -0.0404, -0.02, -0.014, -0.014, -0.0189, -0.0203, 0.0085, -0.003, 0.0229, 0.0336, 0.0075, 0.034, 0.035, 0.026, 0.013, 0.0247, 0.0227, 0.0271, 0.0604, 0.0479, 0.0757, 0.0883, 0.088, 0.1103, 0.1089, 0.1169, 0.1324, 0.1299, 0.1375, 0.1285, 0.1327, 0.1452, 0.1555, 0.1701, 0.1701, 0.1682, 0.1777, 0.184, 0.1823, 0.1605, 0.1942, 0.1755, 0.1792, 0.1644, 0.1425, 0.1008, 0.1047, 0.1201, 0.103, 0.1231, 0.1338, 0.1213, 0.1291, 0.1291, 0.1253, 0.115, 0.1104, 0.0425, 0.0752, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042341746344927285", "ticker_idx": 0, "ts": "2026-04-09T20:39:51+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 fully converted IREN -> NBIS already along with my wife", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Fully converted position from IREN into NBIS; live long disclosed.", "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": "@daniel_koss I fully converted IREN -&gt; NBIS already along with my wife. Gained a lot haters today\n\nI love florence. Such a cozy city (except for tons of tourists). I could spend a month there.   We could have bumped into each and not know it. Enjoy.", "reply_text": null, "parent_text": "All I'll say for today: $NBIS 💸\n\nCurrently on vacation with my girlfriend in Florence, deep dive will continue soon ✌🏻 https://t.co/Ov8ygKZkWp", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": -0.05959853291644013, "ret_signed_m1d": -0.05959853291644013, "alpha_spy_m1d": -0.06026074657972802, "alpha_c_m1d": -0.06240683550344173, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": 0.0028083025870015987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06615159175787522, "ret_signed_p1d": 0.06615159175787522, "alpha_spy_p1d": 0.056379144511393475, "alpha_c_p1d": 0.058516579934273505, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.007635011823601712, "ret_p1w": 0.08394838978043206, "ret_signed_p1w": 0.08394838978043206, "alpha_spy_p1w": 0.038794838255516995, "alpha_c_p1w": 0.038753077655405255, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.04519531212502681, "ret_p1m": 0.2837139031281095, "ret_signed_p1m": 0.2837139031281095, "alpha_spy_p1m": 0.19564398892769264, "alpha_c_p1m": 0.2694093153075168, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.01430458782059274, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2837139031281095, "alpha_spy_stated": 0.19564398892769264, "alpha_c_stated": 0.2694093153075168, "price_path": [-0.2727, -0.2965, -0.2834, -0.25, -0.25, -0.3151, -0.318, -0.3319, -0.3481, -0.3691, -0.3249, -0.3072, -0.3453, -0.4124, -0.3919, -0.3795, -0.4317, -0.4904, -0.4061, -0.3593, -0.3668, -0.3888, -0.381, -0.3239, -0.3239, -0.3273, -0.2978, -0.2577, -0.3245, -0.306, -0.2924, -0.268, -0.2765, -0.371, -0.3722, -0.4013, -0.3255, -0.3402, -0.3838, -0.3451, -0.3348, -0.2275, -0.2547, -0.2209, -0.1043, -0.1976, -0.1822, -0.1618, -0.1887, -0.2126, -0.2074, -0.2061, -0.269, -0.3045, -0.3636, -0.2843, -0.2968, -0.2494, -0.2494, -0.2237, -0.1902, -0.1378, -0.0596, 0.0, 0.0662, 0.1171, 0.1504, 0.1405, 0.0839, 0.0979, 0.0799, 0.0771, 0.0835, 0.0151, -0.0001, -0.0653, -0.0261, -0.0465, 0.0657, 0.2169, 0.2135, 0.3457, 0.2745, 0.2213, 0.2837, 0.2355, 0.4297, 0.5255, 0.5171, 0.3786, 0.3639, 0.3232, 0.5171, 0.4815, 0.4815, 0.4352, 0.4373, 0.5613, 0.5941, 0.8246, 0.7975, 0.7361, 0.7912, 0.5714, 0.5038, 0.5184, 0.4602, 0.533, 0.6028, 0.794, 0.8287, 0.9377, 0.9776, 0.9776, 0.9563, 0.8987, 0.7911, 0.7702, 0.6576, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023974233244668391", "ticker_idx": 0, "ts": "2026-02-18T04:13:55+00:00", "symbol": "NWS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$nws newscorp is much cheap atm", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Newscorp is attractively cheap; implicit long vs NYT discussion.", "resolved_tickers": ["NWS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@sea_abh $nws newscorp is much cheap atm. https://t.co/2lAvqWYFO5", "reply_text": null, "parent_text": "@DeepValueBagger yeah, NYT is essentially the anti-commodity play in an AI world. When everything becomes AI-generated slop, verified human journalism becomes the scarce asset. The subscription growth divergence vs WaPo isn’t political — it’s brand equity compounding.\nCurious what multiple you’d", "quoted_text": null, "parent_author": "sea_abh", "ret_m1d": 0.0015220354218887788, "ret_signed_m1d": 0.0015220354218887788, "alpha_spy_m1d": 0.006534491683708454, "alpha_c_m1d": 0.0031801175846815077, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": -0.001658082162792729, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0034246161220367055, "ret_signed_p1d": -0.0034246161220367055, "alpha_spy_p1d": -0.0007872717984871436, "alpha_c_p1d": -0.008224348793119396, "bench_spy_p1d": -0.002637344323549562, "bench_c_p1d": 0.00479973267108269, "ret_p1w": -0.0007610177109443894, "ret_signed_p1w": -0.0007610177109443894, "alpha_spy_p1w": -0.010756872776276238, "alpha_c_p1w": -0.017429163213681043, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.016668145502736653, "ret_p1m": 0.04035171300009388, "ret_signed_p1m": 0.04035171300009388, "alpha_spy_p1m": 0.07895056772496178, "alpha_c_p1m": 0.05300550497573964, "bench_spy_p1m": -0.038598854724867904, "bench_c_p1m": -0.012653791975645756, "ret_p3m": 0.15454596446447222, "ret_signed_p3m": 0.15454596446447222, "alpha_spy_p3m": 0.07531226596680529, "alpha_c_p3m": 0.13043124875089585, "bench_spy_p3m": 0.07923369849766693, "bench_c_p3m": 0.024114715713576373, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04035171300009388, "alpha_spy_stated": 0.07895056772496178, "alpha_c_stated": 0.05300550497573964, "price_path": [0.1035, 0.0982, 0.1058, 0.1157, 0.1157, 0.1199, 0.1027, 0.1024, 0.1039, 0.1084, 0.126, 0.1157, 0.1202, 0.1233, 0.1248, 0.1286, 0.1138, 0.1218, 0.1267, 0.1328, 0.1336, 0.1374, 0.1416, 0.1419, 0.1419, 0.1366, 0.1339, 0.1385, 0.1275, 0.1275, 0.1328, 0.1377, 0.1454, 0.1473, 0.1514, 0.1492, 0.1606, 0.1648, 0.1678, 0.1682, 0.1526, 0.1526, 0.145, 0.1511, 0.1777, 0.1834, 0.18, 0.1735, 0.1648, 0.1648, 0.1834, 0.175, 0.0974, 0.0689, 0.0422, -0.024, -0.0004, 0.035, 0.0183, -0.0236, -0.0107, -0.0107, 0.0015, 0.0, -0.0034, 0.0103, -0.0167, -0.0091, -0.0008, 0.0251, 0.019, 0.0049, -0.0023, 0.0156, 0.0251, 0.054, 0.0544, 0.0358, 0.0476, 0.0182, 0.022, 0.0449, 0.0453, 0.0426, 0.0404, 0.0461, 0.0488, 0.0377, 0.0537, 0.0522, 0.0614, 0.0816, 0.0889, 0.0751, 0.0736, 0.0736, 0.0747, 0.0732, 0.0961, 0.0847, 0.0793, 0.1011, 0.1011, 0.1133, 0.1324, 0.1442, 0.145, 0.1618, 0.174, 0.161, 0.1549, 0.1668, 0.1511, 0.1553, 0.1641, 0.1614, 0.1389, 0.1221, 0.1545, 0.1782, 0.1958, 0.1904, 0.1614, 0.1717, 0.1488, 0.1358, 0.1545, 0.15, 0.1343, 0.1488, 0.1335, 0.1335, 0.1439, 0.1637, 0.1587, 0.1389, 0.1717, 0.1526, 0.1389, 0.1756, 0.1912, 0.1851, 0.1862, 0.1801, 0.1507, 0.1175, 0.1171, 0.1286, 0.1305, 0.098, 0.098, 0.0663, 0.0808, 0.0896, 0.0824, 0.0973, null, null, null, null, null, null, null, null, null, null, null, null, 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:2014439014791549177", "ticker_idx": 0, "ts": "2026-01-22T20:44:22+00:00", "symbol": "Intel", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "my bet that after 1 yr with LPT as ceo, we should expect margin from last year layoff, other optimizations, and more traction on 18a coming through this quarter", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish Intel into earnings: margin improvement from layoffs, optimizations, and 18A traction expected this quarter under new CEO.", "resolved_tickers": ["INTC"], "resolution_method": "exchange_ticker", "resolution_reason": "Intel Corp US equity; context confirms 18A process node discussion", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DumbMoneyCapitl Rare. I only put one because i saw your post. The price is sideway seems to indicate market is undecided. But my bet that after 1 yr with LPT as ceo, we should expect margin from last year layoff, other optimizations, and more traction on 18a coming through this quarter.", "reply_text": null, "parent_text": "@DeepValueBagger Seems like it makes consuming financial market news all day more fun\n\nhow often are you doing small lotto ERs", "quoted_text": null, "parent_author": "DumbMoneyCapitl", "ret_m1d": -0.0012886541829434384, "ret_signed_m1d": -0.0012886541829434384, "alpha_spy_m1d": 0.0039074628317058435, "alpha_c_m1d": 0.0009208057054804764, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.0022094598884239147, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1702871879964567, "ret_signed_p1d": -0.1702871879964567, "alpha_spy_p1d": -0.17064992318543037, "alpha_c_p1d": -0.16350994025133458, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": -0.006777247745122117, "ret_p1w": -0.10419734681904669, "ret_signed_p1w": -0.10419734681904669, "alpha_spy_p1w": -0.11154146531242293, "alpha_c_p1w": -0.14069002697934851, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.03649268016030183, "ret_p1m": -0.18796021984229683, "ret_signed_p1m": -0.18796021984229683, "alpha_spy_p1m": -0.18861337473449724, "alpha_c_p1m": -0.21827150337606283, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.030311283533765998, "ret_p3m": 0.2198085881532863, "ret_signed_p3m": 0.2198085881532863, "alpha_spy_p3m": 0.1951012721683667, "alpha_c_p3m": 0.0662908998222862, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.1535176883310001, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18796021984229683, "alpha_spy_stated": -0.18861337473449724, "alpha_c_stated": -0.21827150337606283, "price_path": [-0.2721, -0.2355, -0.239, -0.2607, -0.2638, -0.2728, -0.3183, -0.2934, -0.3144, -0.298, -0.2922, -0.3027, -0.3025, -0.3389, -0.3461, -0.361, -0.368, -0.3536, -0.3811, -0.3649, -0.3411, -0.3404, -0.3223, -0.3223, -0.2533, -0.2634, -0.1997, -0.1944, -0.2544, -0.2377, -0.2581, -0.2544, -0.2493, -0.2726, -0.3039, -0.3095, -0.3131, -0.3363, -0.3321, -0.3222, -0.3304, -0.3308, -0.3343, -0.3343, -0.3336, -0.3247, -0.3133, -0.3207, -0.3207, -0.275, -0.2752, -0.2629, -0.2152, -0.2432, -0.1615, -0.1889, -0.1294, -0.1031, -0.1105, -0.1355, -0.1355, -0.106, -0.0013, 0.0, -0.1703, -0.2178, -0.1913, -0.102, -0.1042, -0.1445, -0.1014, -0.0933, -0.1053, -0.1119, -0.0687, -0.0751, -0.1324, -0.111, -0.1443, -0.1386, -0.1386, -0.1499, -0.1631, -0.1786, -0.188, -0.1968, -0.151, -0.137, -0.1631, -0.1603, -0.1624, -0.2066, -0.1609, -0.1541, -0.2007, -0.1609, -0.1388, -0.1167, -0.167, -0.1574, -0.1576, -0.1889, -0.171, -0.1499, -0.1924, -0.1898, -0.1889, -0.1314, -0.1881, -0.206, -0.2417, -0.1876, -0.1158, -0.0725, -0.0725, -0.0652, -0.026, 0.0852, 0.1362, 0.1484, 0.1999, 0.1747, 0.1955, 0.261, 0.261, 0.2095, 0.2198, 0.2016, 0.2294, 0.5195, 0.5646, 0.556, 0.7443, 0.7393, 0.8339, 0.7633, 0.991, 1.0804, 1.018, 1.2997, 1.3829, 1.2204, 1.2145, 1.1342, 1.0024, 0.9913, 1.0398, 1.19, 1.1815, 1.2062, 1.2062, 1.2739, 1.2417, 1.2255, 1.1112, 1.0127, 0.9869, 1.0749, 1.0578, 0.8257, 1.03, 0.9867, 0.9705, 1.1532, 1.2933, 1.3538, 1.1548, 1.2294, 1.4667, 1.4667, 1.5946, 1.4352, 1.4236, 1.4461, 1.3623, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062547987666993339", "ticker_idx": 0, "ts": "2026-06-04T14:52:15+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Earning was good, guidance intact at high velocity. Bought shares today.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bought AVGO on the dip; disputes 'weaker than expected' narrative, citing solid earnings and intact guidance.", "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": "$avgo Weaker than expected earnings ( whose expectations?? They never seem to cite)\n\nEarning was good, guidance intact at high velocity.\n\nBought shares today.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Broadcom, $AVGO, extends losses to -16% on the day after posting weaker than expected earnings.\n\nThe stock is set to erase -$350 BILLION today. https://t.co/PhcJss2diQ", "parent_author": null, "ret_m1d": 0.14399278461121767, "ret_signed_m1d": 0.14399278461121767, "alpha_spy_m1d": 0.1477572456579973, "alpha_c_m1d": 0.12746768679429454, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07920554255801027, "ret_signed_p1d": -0.07920554255801027, "alpha_spy_p1d": -0.053396171309084584, "alpha_c_p1d": 0.01296538816267001, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.0795875157021243, "ret_signed_p1w": -0.0795875157021243, "alpha_spy_p1w": -0.054055538555453975, "alpha_c_p1w": -0.05077611824581174, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "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": [-0.1764, -0.1839, -0.1863, -0.1997, -0.2326, -0.226, -0.2346, -0.2474, -0.2381, -0.2603, -0.2301, -0.2402, -0.239, -0.2614, -0.2822, -0.2996, -0.2612, -0.2517, -0.2491, -0.2491, -0.2494, -0.2028, -0.163, -0.1528, -0.1131, -0.0935, -0.091, -0.053, -0.0488, -0.0295, -0.046, -0.04, 0.0089, 0.0025, 0.0092, -0.0017, -0.0455, -0.0321, -0.0035, 0.0057, -0.0058, 0.0202, 0.0156, -0.0152, 0.0265, 0.0227, 0.0009, -0.0051, 0.0498, 0.015, 0.0043, -0.0187, -0.0027, -0.0104, -0.0114, -0.0114, 0.0074, 0.007, 0.0183, 0.0665, 0.098, 0.1496, 0.144, 0.0, -0.0792, -0.0533, -0.0639, -0.1117, -0.0796, -0.0879, -0.0596, -0.1007, -0.0621, -0.018, -0.018, -0.0624, -0.0911, -0.0865, -0.0941, -0.1273, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069015286896804027", "ticker_idx": 0, "ts": "2026-06-22T11:10:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm thinking downside is low and taking some CSP profits to do spec play", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MU into earnings; sees low downside and is making a speculative play on upside from ER.", "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": "@GraysonGladu cool. it's entirely whether $MU goes up even more on ER. i'm thinking downside is low and taking some CSP profits to do spec play.", "reply_text": null, "parent_text": "@DeepValueBagger Yes (outside of $MU 27 leaps or $CTEF shares). Looking into debit spread for October around 1100/1700", "quoted_text": null, "parent_author": "GraysonGladu", "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1344, 0.0018, -0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2057196703292231745", "ticker_idx": 0, "ts": "2026-05-20T20:28:09+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Guidance moved up to $90B next quarter. We can all breathe now.", "tweet_type": "news_reaction", "timeline": "weeks", "summary": "Vouches NVDA beat + raised $90B guidance is durable reassurance; implied bullish going forward.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$NVDA beat the earnings. \n\nGuidance moved up to $90B next quarter. We can all breathe now.", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA delivered  😏\n\n• Revenue $81.6B vs Est. $79.2B\n• EPS $1.85 vs Est. $1.78\n• Data Center $75.2B vs Est. $73.5B\n• Gross Margin 75% vs. Est. 75%\n\nQ2 Guidance\n• Revenue $90.6B vs Est. $87.2B\n• Gross Margin 75% vs. Est. 75% https://t.co/lwh8SGPyZA", "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:2057455889091621143", "ticker_idx": 0, "ts": "2026-05-21T13:38:04+00:00", "symbol": "QBTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$infq $qbts are 2 high quality quantum if i were to bet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author picks INFQ and QBTS as the two high-quality quantum plays to bet on.", "resolved_tickers": ["QBTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$infq $qbts are 2 high quality quantum if i were to bet https://t.co/KfFftUQA63", "reply_text": null, "parent_text": null, "quoted_text": "Lots of these companies pre-market price have jumped.\n\n$IBM $GFS $RGTI $QBTS", "parent_author": null, "ret_m1d": -0.2501942731671539, "ret_signed_m1d": -0.2501942731671539, "alpha_spy_m1d": -0.24821511031958832, "alpha_c_m1d": -0.2420195475925777, "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": 0.14219113752747004, "ret_signed_p1d": 0.14219113752747004, "alpha_spy_p1d": 0.1382595884506661, "alpha_c_p1d": 0.1321688037074289, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.01002233382004114, "ret_p1w": 0.1456876469831101, "ret_signed_p1w": 0.1456876469831101, "alpha_spy_p1w": 0.1296923662591032, "alpha_c_p1w": 0.0994950457987589, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.0461926011843512, "ret_p1m": -0.04079251151504315, "ret_signed_p1m": -0.04079251151504315, "alpha_spy_p1m": -0.04879526003192747, "alpha_c_p1m": -0.1126850012441376, "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": -0.04079251151504315, "alpha_spy_stated": -0.04879526003192747, "alpha_c_stated": -0.1126850012441376, "price_path": [-0.2988, -0.2751, -0.2366, -0.2176, -0.2704, -0.2642, -0.2914, -0.2653, -0.2685, -0.2778, -0.2603, -0.2712, -0.2653, -0.3073, -0.3182, -0.3217, -0.3213, -0.3594, -0.3745, -0.3889, -0.3664, -0.3811, -0.371, -0.4308, -0.46, -0.4957, -0.4394, -0.4678, -0.4437, -0.4437, -0.4507, -0.4662, -0.434, -0.4611, -0.4464, -0.4308, -0.3407, -0.1915, -0.1639, -0.1573, -0.1585, -0.209, -0.1748, -0.2498, -0.2817, -0.2696, -0.2964, -0.2902, -0.2121, -0.204, -0.1873, -0.1632, -0.0742, -0.1457, -0.1232, -0.0664, -0.1317, -0.1671, -0.1402, -0.2094, -0.2595, -0.2933, -0.2502, 0.0, 0.1422, 0.1422, 0.0808, 0.0676, 0.1457, 0.1709, 0.1336, 0.162, 0.0703, 0.0738, -0.0734, 0.0035, -0.0862, -0.0967, -0.0746, -0.0921, 0.0202, -0.0699, -0.1096, -0.0408, -0.0408, -0.0493, -0.0276, -0.1072, -0.1488, -0.1158, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2057455889091621143", "ticker_idx": 1, "ts": "2026-05-21T13:38:04+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 $qbts are 2 high quality quantum if i were to bet", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author picks INFQ and QBTS as the two high-quality quantum plays to bet on.", "resolved_tickers": ["INFQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$infq $qbts are 2 high quality quantum if i were to bet https://t.co/KfFftUQA63", "reply_text": null, "parent_text": null, "quoted_text": "Lots of these companies pre-market price have jumped.\n\n$IBM $GFS $RGTI $QBTS", "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": "reply:2053282195611976147", "ticker_idx": 0, "ts": "2026-05-10T01:13:18+00:00", "symbol": "SMH", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I think this ai reindustrialization will be for a while", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on semiconductor hardware ETFs (SOXX/SMH) as AI reindustrialization theme has duration; hardware collects rent from software.", "resolved_tickers": ["SMH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@adudetrading $SOXX is bigger no?  \n\nI think this ai reindustrialization will be for a while. I can't judge whether one software company can use it better than another. on the other hand they have to pay rent to hardware company.", "reply_text": null, "parent_text": "@DeepValueBagger Yep yep only etf id consider is SMH", "quoted_text": null, "parent_author": "adudetrading", "ret_m1d": -0.01695271567843426, "ret_signed_m1d": -0.01695271567843426, "alpha_spy_m1d": -0.014680328141917887, "alpha_c_m1d": -0.014680328141917887, "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": -0.02613176523466887, "ret_signed_p1d": -0.02613176523466887, "alpha_spy_p1d": -0.024616812620082307, "alpha_c_p1d": -0.024616812620082307, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.052315636622280115, "ret_signed_p1w": -0.052315636622280115, "alpha_spy_p1w": -0.051436445961069444, "alpha_c_p1w": -0.051436445961069444, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": 0.025507126840250027, "ret_signed_p1m": 0.025507126840250027, "alpha_spy_p1m": 0.028550523697909003, "alpha_c_p1m": 0.028550523697909003, "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": 0.025507126840250027, "alpha_spy_stated": 0.028550523697909003, "alpha_c_stated": 0.028550523697909003, "price_path": [-0.2803, -0.2953, -0.2925, -0.2925, -0.2929, -0.2842, -0.2882, -0.2798, -0.2836, -0.2727, -0.2605, -0.2851, -0.2949, -0.2948, -0.3214, -0.3075, -0.314, -0.3397, -0.3157, -0.3106, -0.3041, -0.3265, -0.3279, -0.3165, -0.3113, -0.3169, -0.3147, -0.3324, -0.3209, -0.3153, -0.3076, -0.3392, -0.3506, -0.3709, -0.3347, -0.3199, -0.3193, -0.3193, -0.3129, -0.3061, -0.2662, -0.2533, -0.2419, -0.2307, -0.2157, -0.214, -0.2108, -0.1946, -0.1949, -0.1937, -0.1726, -0.1639, -0.1212, -0.1215, -0.1477, -0.1331, -0.1208, -0.1154, -0.1206, -0.093, -0.0461, -0.0628, -0.017, 0.0, -0.0261, -0.0067, 0.0035, -0.0347, -0.0523, -0.0561, -0.0202, -0.0146, 0.0, 0.0, 0.0448, 0.0333, 0.0408, 0.0392, 0.0547, 0.097, 0.1069, 0.0889, -0.0115, 0.0379, 0.0255, -0.0094, 0.0575, 0.0757, 0.1228, 0.0689, 0.0827, 0.145, 0.145, 0.1607, 0.0794, 0.0739, 0.1051, 0.0613, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053282195611976147", "ticker_idx": 1, "ts": "2026-05-10T01:13:18+00:00", "symbol": "SOXX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOXX is bigger no?", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on semiconductor hardware ETFs (SOXX/SMH) as AI reindustrialization theme has duration; hardware collects rent from software.", "resolved_tickers": ["SOXX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@adudetrading $SOXX is bigger no?  \n\nI think this ai reindustrialization will be for a while. I can't judge whether one software company can use it better than another. on the other hand they have to pay rent to hardware company.", "reply_text": null, "parent_text": "@DeepValueBagger Yep yep only etf id consider is SMH", "quoted_text": null, "parent_author": "adudetrading", "ret_m1d": -0.023387670513606573, "ret_signed_m1d": -0.023387670513606573, "alpha_spy_m1d": -0.0211152829770902, "alpha_c_m1d": -0.0211152829770902, "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": -0.03147767169073823, "ret_signed_p1d": -0.03147767169073823, "alpha_spy_p1d": -0.029962719076151667, "alpha_c_p1d": -0.029962719076151667, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.06924319828182324, "ret_signed_p1w": -0.06924319828182324, "alpha_spy_p1w": -0.06836400762061257, "alpha_c_p1w": -0.06836400762061257, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": 0.0551468451780639, "ret_signed_p1m": 0.0551468451780639, "alpha_spy_p1m": 0.05819024203572287, "alpha_c_p1m": 0.05819024203572287, "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": 0.0551468451780639, "alpha_spy_stated": 0.05819024203572287, "alpha_c_stated": 0.05819024203572287, "price_path": [-0.3243, -0.3406, -0.3347, -0.3347, -0.3358, -0.3286, -0.3325, -0.3258, -0.3307, -0.3209, -0.3097, -0.3307, -0.3392, -0.3396, -0.372, -0.3593, -0.3664, -0.3931, -0.369, -0.3644, -0.3583, -0.3806, -0.3785, -0.3663, -0.3613, -0.365, -0.3614, -0.3759, -0.3682, -0.3599, -0.352, -0.3827, -0.3928, -0.4185, -0.3831, -0.3646, -0.3625, -0.3625, -0.3541, -0.3472, -0.3048, -0.2893, -0.2743, -0.2617, -0.2469, -0.2457, -0.238, -0.2197, -0.2163, -0.2103, -0.1896, -0.1722, -0.1336, -0.1452, -0.1765, -0.1554, -0.1339, -0.1258, -0.1327, -0.0939, -0.0486, -0.0758, -0.0234, 0.0, -0.0315, -0.0084, -0.0051, -0.0455, -0.0692, -0.0676, -0.0234, -0.0151, 0.0086, 0.0086, 0.0701, 0.0586, 0.0689, 0.0682, 0.0735, 0.1356, 0.1556, 0.1313, 0.0132, 0.0726, 0.0551, 0.0164, 0.1017, 0.1192, 0.1802, 0.1103, 0.1262, 0.2008, 0.2008, 0.23, 0.1331, 0.1296, 0.1741, 0.1079, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053327993041256618", "ticker_idx": 0, "ts": "2026-05-10T04:15:17+00:00", "symbol": "WMT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$wmt is safe. Underrated", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish WMT; calls it safe and underrated.", "resolved_tickers": ["WMT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Discount Stores'", "bench_c_industry": "Discount Stores", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ichiro1992 $wmt is safe. Underrated", "reply_text": null, "parent_text": "@DeepValueBagger Honestly, I’d buy more $WMT.", "quoted_text": null, "parent_author": "ichiro1992", "ret_m1d": 0.02225876964812823, "ret_signed_m1d": 0.02225876964812823, "alpha_spy_m1d": 0.024531157184644603, "alpha_c_m1d": 0.012543020527260751, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": 0.009715749120867478, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021631866485173346, "ret_signed_p1d": 0.021631866485173346, "alpha_spy_p1d": 0.023146819099759908, "alpha_c_p1d": 0.008797479568782185, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": 0.01283438691639116, "ret_p1w": 0.04506622905429469, "ret_signed_p1w": 0.04506622905429469, "alpha_spy_p1w": 0.045945419715505365, "alpha_c_p1w": 0.014719590675662086, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": 0.030346638378632607, "ret_p1m": -0.0682655328353986, "ret_signed_p1m": -0.0682655328353986, "alpha_spy_p1m": -0.06522213597773963, "alpha_c_p1m": -0.07702165856651944, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.008756125731120834, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0682655328353986, "alpha_spy_stated": -0.06522213597773963, "alpha_c_stated": -0.07702165856651944, "price_path": [0.0053, 0.0433, 0.0452, 0.0452, 0.0059, -0.0115, -0.0252, -0.0399, -0.0178, -0.0105, -0.0183, -0.0287, -0.0011, -0.0078, -0.0015, -0.0022, -0.0374, -0.0335, -0.0293, -0.0232, -0.036, -0.0216, -0.0123, -0.0164, -0.0235, -0.0477, -0.0547, -0.0689, -0.0556, -0.0452, -0.0373, -0.0442, -0.0387, -0.0339, -0.0278, -0.0242, -0.016, -0.016, -0.0082, -0.0418, -0.0045, 0.0101, -0.0083, -0.0255, -0.0218, -0.024, -0.0236, -0.0026, 0.0007, 0.0138, 0.0168, 0.0328, 0.0163, -0.0019, -0.0019, 0.0014, 0.032, 0.0295, 0.0195, 0.0231, 0.0176, 0.0185, 0.0223, 0.0, 0.0216, 0.0304, 0.0382, 0.0303, 0.0451, 0.0518, 0.0256, -0.049, -0.0574, -0.0574, -0.0707, -0.0709, -0.0681, -0.0928, -0.1018, -0.1139, -0.0839, -0.0772, -0.0683, -0.0608, -0.0683, -0.0549, -0.0556, -0.0513, -0.0531, -0.0514, -0.0741, -0.0816, -0.0816, -0.0816, -0.064, -0.0673, -0.0926, -0.0933, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067583153040990313", "ticker_idx": 0, "ts": "2026-06-18T12:20:12+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 gets $1500 upgrade from Stifel", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Stifel Buy reiteration on MU with PT raised to $1500 on AI-driven DRAM/HBM demand.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$mu gets $1500 upgrade from Stifel", "reply_text": null, "parent_text": null, "quoted_text": "$MU | Stifel maintains 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟓𝟎\n\nAnalyst significantly raises estimates and PT, citing a major upward shift in AI-driven demand and favorable pricing conditions for DRAM and HBM. https://t.co/4KGlzdLGOX", "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.07016822815422685, "ret_signed_p1w": 0.07016822815422685, "alpha_spy_p1w": 0.08682730976776387, "alpha_c_p1w": 0.10502304998518164, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "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": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0754, 0.0702, -0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2050181396749037575", "ticker_idx": 0, "ts": "2026-05-01T11:51:50+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am feeling a $NBIS cup-and-handle pattern forming, and you know what that means", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NBIS on cup-and-handle technical pattern forming.", "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'm not much of a technical analysis/short term timing guy, but I am feeling a $NBIS cup-and-handle pattern forming, and you know what that means. https://t.co/GWUODLhadc", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10524959018364766, "ret_signed_m1d": -0.10524959018364766, "alpha_spy_m1d": -0.10248814160555464, "alpha_c_m1d": -0.10345045843035827, "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": 0.1419508828792917, "ret_signed_p1d": 0.1419508828792917, "alpha_spy_p1d": 0.14561427502604818, "alpha_c_p1d": 0.14726275499276265, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.00531187211347095, "ret_p1w": 0.14602884818715345, "ret_signed_p1w": 0.14602884818715345, "alpha_spy_p1w": 0.12248066570279237, "alpha_c_p1w": 0.14414393114755453, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.0018849170395989212, "ret_p1m": 0.712149656032792, "ret_signed_p1m": 0.712149656032792, "alpha_spy_p1m": 0.659572170996547, "alpha_c_p1m": 0.7216595677722496, "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": 0.712149656032792, "alpha_spy_stated": 0.659572170996547, "alpha_c_stated": 0.7216595677722496, "price_path": [-0.4178, -0.4667, -0.5218, -0.4427, -0.3988, -0.4059, -0.4264, -0.4192, -0.3656, -0.3656, -0.3688, -0.3411, -0.3035, -0.3662, -0.3488, -0.336, -0.3131, -0.3211, -0.4097, -0.4109, -0.4382, -0.3671, -0.3809, -0.4218, -0.3855, -0.3758, -0.2751, -0.3007, -0.2689, -0.1595, -0.247, -0.2326, -0.2134, -0.2387, -0.2611, -0.2562, -0.255, -0.3141, -0.3474, -0.4028, -0.3284, -0.3401, -0.2956, -0.2956, -0.2715, -0.2401, -0.1909, -0.1175, -0.0616, 0.0005, 0.0482, 0.0795, 0.0702, 0.0172, 0.0302, 0.0133, 0.0107, 0.0168, -0.0474, -0.0617, -0.1229, -0.0861, -0.1052, 0.0, 0.142, 0.1387, 0.2628, 0.196, 0.146, 0.2046, 0.1594, 0.3416, 0.4315, 0.4237, 0.2937, 0.2799, 0.2416, 0.4236, 0.3902, 0.3902, 0.3468, 0.3488, 0.4651, 0.4958, 0.7121, 0.6867, 0.6291, 0.6808, 0.4746, 0.4111, 0.4248, 0.3703, 0.4385, 0.504, 0.6834, 0.716, 0.8183, 0.8557, 0.8557, 0.8358, 0.7817, 0.6808, 0.6611, 0.5554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062977823749374004", "ticker_idx": 0, "ts": "2026-06-05T19:20:16+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a lot going to $NVDA and $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA and MU on Vera Rubin build driving significant spend to both.", "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": "@FrostyFinances yup, based on Vera Rubin build, a lot going to $NVDA and $MU", "reply_text": null, "parent_text": "@DeepValueBagger $30B direct to $NVDA in 2025 alone.  MORE!!!!", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": 0.06611407681650627, "ret_signed_m1d": 0.06611407681650627, "alpha_spy_m1d": 0.039620934214617654, "alpha_c_m1d": -0.03541487157225842, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.1015289483887647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017259839984335112, "ret_signed_p1d": 0.017259839984335112, "alpha_spy_p1d": 0.01499566737556357, "alpha_c_p1d": -0.032714655936458614, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.04997449592079373, "ret_p1w": 0.0004387924681250599, "ret_signed_p1w": 0.0004387924681250599, "alpha_spy_p1w": -0.005255738538677557, "alpha_c_p1w": -0.08780221459855664, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.0882410070666817, "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": [-0.1002, -0.094, -0.1081, -0.1222, -0.1077, -0.114, -0.1215, -0.1304, -0.159, -0.1446, -0.1468, -0.1298, -0.1661, -0.1842, -0.1956, -0.1507, -0.1441, -0.1361, -0.1361, -0.1349, -0.1327, -0.1133, -0.1044, -0.0814, -0.0781, -0.043, -0.0315, -0.034, -0.0178, -0.016, -0.0266, -0.0138, -0.0278, 0.0143, 0.0549, 0.0381, 0.019, -0.0281, -0.0335, -0.0334, -0.043, 0.0121, 0.03, 0.048, 0.0687, 0.0752, 0.0998, 0.1481, 0.0973, 0.0827, 0.0744, 0.0883, 0.069, 0.0487, 0.0487, 0.0464, 0.0354, 0.0434, 0.0283, 0.0926, 0.0851, 0.0458, 0.0661, 0.0, 0.0173, 0.0151, -0.0228, -0.0011, 0.0004, 0.0358, 0.0113, -0.0022, 0.0273, 0.0273, 0.0173, -0.0247, -0.0297, -0.0456, -0.0613, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062977823749374004", "ticker_idx": 1, "ts": "2026-06-05T19:20:16+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a lot going to $NVDA and $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA and MU on Vera Rubin build driving significant spend to both.", "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": "@FrostyFinances yup, based on Vera Rubin build, a lot going to $NVDA and $MU", "reply_text": null, "parent_text": "@DeepValueBagger $30B direct to $NVDA in 2025 alone.  MORE!!!!", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": 0.15276442256748757, "ret_signed_m1d": 0.15276442256748757, "alpha_spy_m1d": 0.12627127996559895, "alpha_c_m1d": 0.05123547417872287, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.1015289483887647, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09869100886271065, "ret_signed_p1d": 0.09869100886271065, "alpha_spy_p1d": 0.09642683625393911, "alpha_c_p1d": 0.04871651294191692, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.04997449592079373, "ret_p1w": 0.1361095059741706, "ret_signed_p1w": 0.1361095059741706, "alpha_spy_p1w": 0.13041497496736798, "alpha_c_p1w": 0.0478684989074889, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.0882410070666817, "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": [-0.5336, -0.5156, -0.531, -0.507, -0.4889, -0.4659, -0.4658, -0.486, -0.5107, -0.5322, -0.5424, -0.558, -0.5888, -0.5867, -0.6276, -0.609, -0.5743, -0.5761, -0.5761, -0.5628, -0.563, -0.5293, -0.5121, -0.5132, -0.5063, -0.461, -0.472, -0.4708, -0.4733, -0.481, -0.4799, -0.4358, -0.4425, -0.4251, -0.3929, -0.4163, -0.3999, -0.4014, -0.3724, -0.3328, -0.259, -0.2285, -0.2516, -0.1356, -0.0795, -0.1128, -0.0699, -0.1019, -0.1613, -0.2112, -0.1913, -0.1528, -0.118, -0.1308, -0.1308, 0.0369, 0.0745, 0.0689, 0.1238, 0.1985, 0.2316, 0.2495, 0.1528, 0.0, 0.0987, 0.0832, 0.0323, 0.1526, 0.1361, 0.2592, 0.1814, 0.2074, 0.3125, 0.3125, 0.402, 0.2173, 0.2135, 0.4046, 0.3106, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055300410840064201", "ticker_idx": 0, "ts": "2026-05-15T14:52:58+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$meta is no good. single stream business, attention chipped away. capex is to only plug the holes.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish META: single revenue stream, eroding attention, capex merely defensive not growth-generating.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Midnight_Captl $meta is no good. single stream business, attention chipped away.  capex is to only plug the holes.", "reply_text": null, "parent_text": "Sold out of $META today to buy more $TSM\n\nWe basically own a couple stocks now. Nvidia and TSMC and some Google\n\nI know, I’m a terrible portfolio manager!!! Too concentrated!! Too much risk!", "quoted_text": null, "parent_author": "Midnight_Captl", "ret_m1d": 0.006837821230595065, "ret_signed_m1d": -0.006837821230595065, "alpha_spy_m1d": 0.0053379895394720656, "alpha_c_m1d": 0.002035379067335308, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.008873200297930373, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004916738493843331, "ret_signed_p1d": 0.004916738493843331, "alpha_spy_p1d": 0.004213229176111555, "alpha_c_p1d": 0.012670031183657171, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": 0.00775329268981384, "ret_p1w": -0.00646335182837543, "ret_signed_p1w": 0.00646335182837543, "alpha_spy_p1w": 0.015216405156500912, "alpha_c_p1w": 0.0011221931776970173, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": -0.0053411586506784126, "ret_p1m": -0.0328866687500361, "ret_signed_p1m": 0.0328866687500361, "alpha_spy_p1m": 0.05407258114565827, "alpha_c_p1m": -0.0006246966153565792, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": -0.033511365365392676, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0328866687500361, "alpha_spy_stated": 0.05407258114565827, "alpha_c_stated": -0.0006246966153565792, "price_path": [0.0399, 0.0463, 0.0488, 0.0665, 0.0366, 0.0399, 0.0633, 0.0687, 0.0544, 0.0631, 0.0656, 0.0862, 0.0745, 0.049, 0.0531, 0.064, 0.0652, 0.0381, -0.0017, 0.0215, 0.0137, 0.0024, -0.0123, -0.0335, -0.0166, -0.0347, -0.0315, -0.1086, -0.1441, -0.1267, -0.0685, -0.057, -0.0647, -0.0647, -0.0671, -0.0638, -0.0029, 0.0231, 0.0254, 0.033, 0.0786, 0.0934, 0.102, 0.121, 0.0923, 0.0889, 0.0985, 0.0731, 0.099, 0.1048, 0.093, 0.0894, -0.0038, -0.0089, -0.0062, -0.0151, -0.0022, 0.0042, -0.0075, -0.025, -0.0183, 0.0039, 0.0068, 0.0, -0.0049, -0.0189, -0.0149, -0.0112, -0.0065, -0.0065, -0.0031, 0.0342, 0.0343, 0.0298, -0.0224, -0.027, 0.0142, 0.0217, -0.0346, -0.047, -0.0483, -0.0704, -0.0746, -0.0769, -0.0329, -0.0219, -0.0751, -0.0594, -0.0594, -0.0812, -0.0839, -0.0912, -0.1154, -0.1033, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2055802559894634564", "ticker_idx": 0, "ts": "2026-05-17T00:08:19+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the biggest disruptor to $meta now is Anthropic, and OpenAI. Why? People are spending more time on AI, and building new products that capture 'attention'... $meta can't buy them. So they have to just fight them through aggressive capex and defend their single stream business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish META: AI rivals (Anthropic, OpenAI) are capturing attention at scale and Meta can't acquire them, forcing costly capex to defend its ad-attention monopoly.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$meta at its core monopolizes attention. No attention equates to no ads revenue. DAU, MAU are your metrics.\n\nAs someone deep in tech at the time, I saw the battles and we were one of their biggest startup disruptor.  \n\nEarly on its biggest threat was Yahoo copying their features but Yahoo was too slow. Google copied the feed but couldn't drive enough users, and keep up with Facebook features. At the time Gmail gained a lot users, and Facebook thought they could disrupt it with messenger as a novel way to replace email (it didn't catch on).  Then out of nowhere, we had Instagram scaling users the fastest for its time. Facebook made a copycat app and it failed.  Snapchat came out disrupted, and Facebook once again came up with their own app, now integrated as Stories.   Whatsapp disrupted Messenger at 1bil users active per month. \n\n$Meta was able to acquire instagram and whatsapp, but not snapchat.  Meta kept adding features eventually displaced Snapchat.   \n\nIMO, the biggest disruptor to $meta now is Anthropic, and OpenAI. Why? People are spending more time on AI, and building new products that capture \"attention\". \nBoth AI companies are worth over 1T. And $meta can't buy them. 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{"unit_id": "quote:2067583915234050360", "ticker_idx": 0, "ts": "2026-06-18T12:23:13+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "President Trump, Elon Musk, and Jensen Huang support my investment $intc. I have nothing to fear. Holding 8 bagger.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds INTC long, cites Trump/Musk/Jensen support; confident holding position.", "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": "President Trump, Elon Musk, and Jensen Huang support my investment $intc. I have nothing to fear. Holding 8 bagger.", "reply_text": null, "parent_text": null, "quoted_text": "President Trump says $NVDA agreed to build chips with $INTC while $SPCX TerraFab will be built with Intel’s technology team.\n\nHe called TerraFab “the largest chip factory in the world.” https://t.co/WjNsUeciwu", "parent_author": null, "ret_m1d": -0.09620125748633235, "ret_signed_m1d": -0.09620125748633235, "alpha_spy_m1d": -0.08591125017264101, "alpha_c_m1d": -0.04178222082213656, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.008358909844463747, "ret_signed_p1w": -0.008358909844463747, "alpha_spy_p1w": 0.008300171769073272, "alpha_c_p1w": 0.02649591198649104, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "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": [-0.6715, -0.6712, -0.6479, -0.6709, -0.6781, -0.6926, -0.6706, -0.6415, -0.624, -0.624, -0.621, -0.6051, -0.56, -0.5394, -0.5344, -0.5135, -0.5238, -0.5153, -0.4888, -0.4888, -0.5097, -0.5055, -0.5129, -0.5016, -0.384, -0.3657, -0.3692, -0.2929, -0.2949, -0.2565, -0.2852, -0.1929, -0.1566, -0.1819, -0.0677, -0.034, -0.0999, -0.1022, -0.1348, -0.1882, -0.1927, -0.1731, -0.1122, -0.1156, -0.1056, -0.1056, -0.0781, -0.0912, -0.0978, -0.1441, -0.184, -0.1945, -0.1588, -0.1658, -0.2599, -0.177, -0.1946, -0.2011, -0.1271, -0.0703, -0.0457, -0.1264, -0.0962, 0.0, 0.0, 0.0519, -0.0128, -0.0175, -0.0084, -0.0423, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070240015825674367", "ticker_idx": 0, "ts": "2026-06-25T20:17:37+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "despite crazy price, it has more upside", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SNDK: despite recent surge, sees more upside given its smaller market cap.", "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": "reply_other", "lang": "en", "tweet_text": "@InvestorMunger yeah, that's crazy. I think partly on $AAPL news too. \n\n$SNDK marketcap is way smaller. despite crazy price, it has more upside", "reply_text": null, "parent_text": "@DeepValueBagger I bought more shares of SNDK before MU earnings. SNDK jump more than MU, which is crazy", "quoted_text": null, "parent_author": "InvestorMunger", "ret_m1d": 0.1168454944142312, "ret_signed_m1d": 0.1168454944142312, "alpha_spy_m1d": 0.10956144713000637, "alpha_c_m1d": 0.09774104572444742, "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": [-0.6961, -0.6687, -0.6644, -0.6644, -0.6534, -0.66, -0.6265, -0.5927, -0.5926, -0.5444, -0.5483, -0.5735, -0.5602, -0.5595, -0.5633, -0.5679, -0.5317, -0.554, -0.5265, -0.4881, -0.5206, -0.491, -0.4755, -0.4323, -0.3993, -0.3273, -0.3256, -0.3591, -0.2527, -0.2598, -0.3055, -0.3078, -0.3386, -0.3267, -0.3624, -0.3384, -0.3339, -0.2623, -0.2927, -0.2927, -0.2397, -0.2395, -0.2148, -0.1893, -0.1575, -0.1791, -0.124, -0.1583, -0.2542, -0.2146, -0.2124, -0.214, -0.1001, -0.0529, 0.0082, -0.0474, -0.0631, 0.045, 0.045, 0.0875, -0.0608, -0.0843, 0.1168, 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:2055806424207303105", "ticker_idx": 0, "ts": "2026-05-17T00:23:41+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like that chart. $GOOGL", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on GOOGL, endorsing the massive revenue backlog growth as a positive signal.", "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 like that chart. $GOOGL", "reply_text": null, "parent_text": null, "quoted_text": "Google $GOOGL now has a $467.6 Billion revenue backlog up from $92.4B in the same quarter last year https://t.co/reLA9covrT", "parent_author": null, "ret_m1d": -0.00040310278367083896, "ret_signed_m1d": -0.00040310278367083896, "alpha_spy_m1d": -0.0011071073751924843, "alpha_c_m1d": 0.007290538850701189, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.007693641634372028, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023378884460741545, "ret_signed_p1d": -0.023378884460741545, "alpha_spy_p1d": -0.01671809637324817, "alpha_c_p1d": -0.013719051457210085, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00965983300353146, "ret_p1w": -0.03519425784700336, "ret_signed_p1w": -0.03519425784700336, "alpha_spy_p1w": -0.04465747795638342, "alpha_c_p1w": -0.022200550522523677, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": -0.012993707324479686, "ret_p1m": -0.05911994661811382, "ret_signed_p1m": -0.05911994661811382, "alpha_spy_p1m": -0.07493262870826345, "alpha_c_p1m": -0.019284055494465102, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": -0.039835891123648715, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05911994661811382, "alpha_spy_stated": -0.07493262870826345, "alpha_c_stated": -0.019284055494465102, "price_path": [-0.2364, -0.2376, -0.207, -0.2158, -0.2173, -0.2123, -0.2262, -0.2151, -0.2283, -0.2357, -0.2369, -0.2425, -0.2485, -0.2282, -0.2265, -0.2223, -0.2353, -0.2385, -0.2302, -0.2167, -0.2248, -0.2263, -0.2417, -0.239, -0.2683, -0.2671, -0.2923, -0.3089, -0.311, -0.2756, -0.2508, -0.2549, -0.2549, -0.2442, -0.2305, -0.2006, -0.1976, -0.2008, -0.1905, -0.1613, -0.1507, -0.1535, -0.1392, -0.1499, -0.1629, -0.1452, -0.1462, -0.1324, -0.1174, -0.1188, -0.1184, -0.0306, -0.0283, -0.0345, -0.0214, 0.0028, 0.0026, 0.0097, -0.0209, -0.0242, 0.0143, 0.0104, -0.0004, 0.0, -0.0234, -0.0202, -0.0234, -0.0352, -0.0352, -0.0203, -0.0204, -0.0172, -0.0418, -0.0518, -0.0884, -0.0956, -0.0624, -0.0716, -0.0842, -0.0818, -0.1016, -0.0981, -0.0933, -0.069, -0.0591, -0.083, -0.0723, -0.0723, -0.1185, -0.1275, -0.1296, -0.1336, -0.1495, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062162786013040651", "ticker_idx": 0, "ts": "2026-06-03T13:21:35+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$intc is a proxy bet on $mvrl. Nice!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long INTC as a proxy on Marvell winning Google networking chip design on Intel 18A foundry.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$intc is a proxy bet on $mvrl. Nice!", "reply_text": null, "parent_text": null, "quoted_text": "𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆: $MRVL 𝐌𝐚𝐫𝐯𝐞𝐥𝐥 𝐭𝐨 𝐃𝐞𝐬𝐢𝐠𝐧 $GOOGL 𝐆𝐨𝐨𝐠𝐥𝐞 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐂𝐡𝐢𝐩 𝐨𝐧 $INTC 𝐈𝐧𝐭𝐞𝐥 18𝐀 𝐢𝐧 𝐚 𝐌𝐚𝐣𝐨𝐫 𝐖𝐢𝐧 𝐟𝐨𝐫 𝐈𝐧𝐭𝐞𝐥 𝐅𝐨𝐮𝐧𝐝𝐫𝐲, 𝐩𝐞𝐫 𝐅𝐮𝐧𝐝𝐚 𝐀𝐈\n\nFunda AI reports that Marvell will design a custom networking https://t.co/T3QsYwRAC0", "parent_author": null, "ret_m1d": -0.0424097135846343, "ret_signed_m1d": -0.0424097135846343, "alpha_spy_m1d": -0.049476484726655, "alpha_c_m1d": -0.03348981669854667, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": -0.00891989688608763, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008251267081270885, "ret_signed_p1d": -0.008251267081270885, "alpha_spy_p1d": -0.012029952843410019, "alpha_c_p1d": 0.00800519117284626, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": -0.016256458254117145, "ret_p1w": -0.050306079451707064, "ret_signed_p1w": -0.050306079451707064, "alpha_spy_p1w": -0.012108697945045432, "alpha_c_p1w": 0.05471045716163514, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.1050165366133422, "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": [-0.6148, -0.5956, -0.585, -0.5743, -0.5985, -0.5939, -0.594, -0.6091, -0.6005, -0.5903, -0.6108, -0.6095, -0.6091, -0.5814, -0.6087, -0.6173, -0.6345, -0.6085, -0.5739, -0.553, -0.553, -0.5495, -0.5306, -0.477, -0.4524, -0.4465, -0.4217, -0.4339, -0.4238, -0.3922, -0.3922, -0.4171, -0.4121, -0.4209, -0.4075, -0.2677, -0.2459, -0.2501, -0.1593, -0.1617, -0.1161, -0.1502, -0.0405, 0.0027, -0.0274, 0.1083, 0.1484, 0.0701, 0.0673, 0.0286, -0.035, -0.0403, -0.0169, 0.0555, 0.0514, 0.0633, 0.0633, 0.0959, 0.0804, 0.0726, 0.0175, -0.03, -0.0424, 0.0, -0.0083, -0.1201, -0.0216, -0.0425, -0.0503, 0.0377, 0.1052, 0.1344, 0.0385, 0.0744, 0.1888, 0.1888, 0.2505, 0.1736, 0.168, 0.1789, 0.1385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062913855685120098", "ticker_idx": 0, "ts": "2026-06-05T15:06:04+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Well sized you'd be so wealthy on $rklb what a generational opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB as a generational opportunity; decisive long stance.", "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": "reply_other", "lang": "en", "tweet_text": "@cyberprince_rwo Well sized you'd be so wealthy on $rklb what a generational opportunity", "reply_text": null, "parent_text": "Retardmaxxing is how I lost 8 figures but it’d also how I made them in the first place.\n\nNo lesson in there.", "quoted_text": null, "parent_author": "cyberprince_rwo", "ret_m1d": 0.08966201810511842, "ret_signed_m1d": 0.08966201810511842, "alpha_spy_m1d": 0.0631688755032298, "alpha_c_m1d": 0.07829436202159057, "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": 0.03243095599056467, "ret_signed_p1d": 0.03243095599056467, "alpha_spy_p1d": 0.030166783381793127, "alpha_c_p1d": 0.03558849187081592, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": -0.0698583059001805, "ret_signed_p1w": -0.0698583059001805, "alpha_spy_p1w": -0.07555283690698311, "alpha_c_p1w": -0.0813407415524885, "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": [-0.3738, -0.3463, -0.3789, -0.3785, -0.3522, -0.2861, -0.3688, -0.3466, -0.3893, -0.3823, -0.3998, -0.3379, -0.401, -0.4465, -0.4787, -0.4166, -0.4048, -0.3847, -0.3847, -0.3853, -0.3975, -0.3725, -0.3937, -0.3818, -0.3585, -0.3439, -0.3314, -0.2466, -0.2297, -0.1873, -0.2129, -0.182, -0.2315, -0.2762, -0.2525, -0.2861, -0.3003, -0.2505, -0.2841, -0.2704, -0.2845, -0.231, -0.2862, -0.0419, 0.066, 0.068, 0.1278, 0.2041, 0.1334, 0.1915, 0.1565, 0.2198, 0.1396, 0.2333, 0.2333, 0.3009, 0.3647, 0.3447, 0.3034, 0.1118, 0.1203, 0.042, 0.0897, 0.0, 0.0324, -0.0168, -0.0457, 0.0427, -0.0699, -0.0075, -0.0495, -0.0191, -0.0258, -0.0258, -0.0889, -0.1359, -0.2241, -0.267, -0.232, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065066401988006146", "ticker_idx": 0, "ts": "2026-06-11T13:39:31+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wolfe research 𝐫𝐚𝐢𝐬𝐞𝐬 Micron 𝐏𝐓 𝐭𝐨 $𝟏,𝟐𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟓𝟎. $mu", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses Wolfe Research Outperform reiteration on MU with PT raised to $1,250 from $550.", "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": "Wolfe research 𝐫𝐚𝐢𝐬𝐞𝐬 Micron 𝐏𝐓 𝐭𝐨 $𝟏,𝟐𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟓𝟎. $mu", "reply_text": null, "parent_text": null, "quoted_text": "$MU | Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏,𝟐𝟓𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟓𝟎, 'Raising memory model and MU estimates, mostly on pricing'\n\nAnalyst sees a prolonged supply/demand gap through at least CY27, driven by AI, leading to https://t.co/U0j6wpHbmh", "parent_author": null, "ret_m1d": -0.10442125050884588, "ret_signed_m1d": -0.10442125050884588, "alpha_spy_m1d": -0.08770846725679715, "alpha_c_m1d": -0.04118384253352558, "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": -0.014319147916437625, "ret_signed_p1d": -0.014319147916437625, "alpha_spy_p1d": -0.01972739581796701, "alpha_c_p1d": -0.031564220613318095, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.1386927970461993, "ret_signed_p1w": 0.1386927970461993, "alpha_spy_p1w": 0.12391326086624499, "alpha_c_p1w": 0.05594607185842437, "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": [-0.5566, -0.5366, -0.5365, -0.5541, -0.5755, -0.5941, -0.603, -0.6165, -0.6432, -0.6414, -0.6769, -0.6608, -0.6306, -0.6322, -0.6322, -0.6207, -0.6209, -0.5916, -0.5767, -0.5777, -0.5717, -0.5324, -0.5419, -0.5409, -0.543, -0.5497, -0.5488, -0.5105, -0.5163, -0.5012, -0.4733, -0.4936, -0.4794, -0.4807, -0.4555, -0.4212, -0.3571, -0.3306, -0.3507, -0.2501, -0.2014, -0.2302, -0.193, -0.2208, -0.2723, -0.3156, -0.2984, -0.265, -0.2347, -0.2459, -0.2459, -0.1004, -0.0677, -0.0727, -0.025, 0.0398, 0.0685, 0.084, 0.0001, -0.1324, -0.0468, -0.0602, -0.1044, 0.0, -0.0143, 0.0925, 0.025, 0.0475, 0.1387, 0.1387, 0.2164, 0.0561, 0.0529, 0.2186, 0.137, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055422815889678608", "ticker_idx": 0, "ts": "2026-05-15T22:59:21+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Not enough $MU IMHO", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author thinks Druckenmiller's MU position is too small; implied bullish on MU.", "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": "People tell me Druck is good at this..\n\nNot enough $MU IMHO", "reply_text": null, "parent_text": null, "quoted_text": "Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:\n\n• $AVGO ~$61M\n• $SNDK ~$24M\n• $INTC ~$18M\n• $ARM ~$16M\n• $NET ~$11M\n• $MU ~$8M https://t.co/z7s5kXXAbJ", "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:2052752977924939827", "ticker_idx": 0, "ts": "2026-05-08T14:10:22+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of my favorite holdings. ♥️ $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds RKLB as a favorite position; ongoing bullish stance.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "One of my favorite holdings. ♥️\n\n$rklb https://t.co/7k7frNBViP", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.25495400662202794, "ret_signed_m1d": -0.25495400662202794, "alpha_spy_m1d": -0.24676551459540663, "alpha_c_m1d": -0.2595729332523655, "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": 0.11263863767819893, "ret_signed_p1d": 0.11263863767819893, "alpha_spy_p1d": 0.11036107463581146, "alpha_c_p1d": 0.10201510642842249, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.010623531249776441, "ret_p1w": 0.1829903782970168, "ret_signed_p1w": 0.1829903782970168, "alpha_spy_p1w": 0.18088902068560597, "alpha_c_p1w": 0.1933830515312731, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": -0.0103926732342563, "ret_p1m": 0.0775576013131789, "ret_signed_p1m": 0.0775576013131789, "alpha_spy_p1m": 0.07538854895992375, "alpha_c_p1m": 0.0750748620123749, "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": 0.0775576013131789, "alpha_spy_stated": 0.07538854895992375, "alpha_c_stated": 0.0750748620123749, "price_path": [-0.3171, -0.3399, -0.3741, -0.3606, -0.3606, -0.3373, -0.2944, -0.2739, -0.3282, -0.3343, -0.3366, -0.3344, -0.3112, -0.3448, -0.3271, -0.3351, -0.3182, -0.3363, -0.3353, -0.3223, -0.3464, -0.3177, -0.3518, -0.3514, -0.3239, -0.2549, -0.3412, -0.318, -0.3626, -0.3553, -0.3736, -0.309, -0.3748, -0.4223, -0.456, -0.3911, -0.3788, -0.3578, -0.3578, -0.3584, -0.3712, -0.345, -0.3672, -0.3548, -0.3304, -0.3153, -0.3022, -0.2137, -0.196, -0.1518, -0.1785, -0.1463, -0.1979, -0.2445, -0.2198, -0.2549, -0.2697, -0.2177, -0.2528, -0.2386, -0.2532, -0.1974, -0.255, 0.0, 0.1126, 0.1146, 0.1771, 0.2568, 0.183, 0.2436, 0.2071, 0.2732, 0.1894, 0.2872, 0.2872, 0.3577, 0.4244, 0.4035, 0.3604, 0.1604, 0.1692, 0.0875, 0.1373, 0.0437, 0.0776, 0.0262, -0.004, 0.0883, -0.0292, 0.0358, -0.008, 0.0238, 0.0168, 0.0168, -0.0491, -0.0981, -0.1902, -0.2349, -0.1984, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2052760844677628350", "ticker_idx": 0, "ts": "2026-05-08T14:41:38+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "ETH probably goes down much more. It's controlled socialist developers in a castle. They make fees near zero, and the token holders have to pay (through inflation) to node operators (staking companies)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish ETH: fees crushed to near zero, inflation transfers value from token holders to stakers; expects further downside.", "resolved_tickers": ["ETH-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": "@StonkShepherd I sold all my ETH and BTC.  ETH probably goes down much more. It's controlled socialist developers in a castle. They make fees near zero, and the token holders have to pay (through inflation) to node operators (staking companies)", "reply_text": null, "parent_text": "@DeepValueBagger I wouldn’t be surprised if they dilute more. Also fked in btc and eth like you so holding the 💰. However really looking to rotate into $NBIS 😛", "quoted_text": null, "parent_author": "StonkShepherd", "ret_m1d": -0.006876763479592984, "ret_signed_m1d": 0.006876763479592984, "alpha_spy_m1d": -0.0013117285470283235, "alpha_c_m1d": -0.0013117285470283235, "bench_spy_m1d": -0.008188492026621308, "bench_c_m1d": -0.008188492026621308, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014039472311240697, "ret_signed_p1d": -0.014039472311240697, "alpha_spy_p1d": -0.011761909268853232, "alpha_c_p1d": -0.011761909268853232, "bench_spy_p1d": 0.002277563042387465, "bench_c_p1d": 0.002277563042387465, "ret_p1w": -0.03625674887119312, "ret_signed_p1w": 0.03625674887119312, "alpha_spy_p1w": 0.03835810648260396, "alpha_c_p1w": 0.03835810648260396, "bench_spy_p1w": 0.0021013576114108368, "bench_c_p1w": 0.0021013576114108368, "ret_p1m": -0.2673736670787582, "ret_signed_p1m": 0.2673736670787582, "alpha_spy_p1m": 0.26954271943201336, "alpha_c_p1m": 0.26954271943201336, "bench_spy_p1m": 0.002169052353255152, "bench_c_p1m": 0.002169052353255152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2673736670787582, "alpha_spy_stated": 0.26954271943201336, "alpha_c_stated": 0.26954271943201336, "price_path": [-0.1246, -0.1588, -0.1561, -0.112, -0.134, -0.1364, -0.153, -0.1555, -0.1465, -0.1957, -0.1968, -0.1094, -0.1214, -0.1631, -0.1212, -0.1405, -0.0782, -0.102, -0.1423, -0.1361, -0.117, -0.1107, -0.1014, -0.0929, 0.0192, 0.0048, -0.0448, -0.0735, -0.0696, -0.0671, -0.0656, -0.0602, -0.1072, -0.1368, -0.1229, -0.0877, -0.0729, -0.1084, -0.1099, -0.0864, -0.0282, -0.0506, -0.0511, -0.0268, 0.0276, 0.0071, 0.0227, 0.0181, 0.0495, 0.0036, 0.0091, 0.03, 0.0106, 0.0038, -0.0017, -0.0076, -0.0232, -0.022, -0.0051, 0.0171, 0.0235, 0.019, -0.0069, 0.0, 0.014, -0.014, -0.0214, -0.0113, -0.0363, -0.0774, -0.0854, -0.078, -0.0761, -0.105, -0.0848, -0.1023, -0.1234, -0.1298, -0.1279, -0.1317, -0.1947, -0.2147, -0.2329, -0.3147, -0.2674, -0.2901, -0.2977, -0.2751, -0.2782, -0.2219, -0.2239, -0.2423, -0.259, -0.2583, -0.2516, -0.2781, -0.2978, -0.3217, -0.3166, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2070238940427096257", "ticker_idx": 0, "ts": "2026-06-25T20:13:21+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there is a good reason for that. The market expects them to sell less products at higher price, and may end up giving up their juicy margin to keep price down for consumers.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish AAPL: expects volume decline and margin compression from tariff-driven price pressures.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "Apple is down 6% today, and I think there is a good reason for that. \n\nThe market expects them to sell less products at higher price, and may end up giving up their juicy margin to keep price down for consumers. $AAPL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0304108990060441, "ret_signed_m1d": 0.0304108990060441, "alpha_spy_m1d": 0.03769494629026893, "alpha_c_m1d": 0.04951534769582788, "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": [-0.1065, -0.1, -0.099, -0.099, -0.0887, -0.1075, -0.0885, -0.0829, -0.083, -0.0875, -0.0888, -0.062, -0.0727, -0.0486, -0.0387, -0.0629, -0.0383, -0.0374, -0.0457, -0.0578, -0.0469, -0.0488, -0.0447, -0.0137, -0.0254, 0.0005, 0.0122, 0.012, 0.0327, 0.0314, 0.0388, 0.0532, 0.0508, 0.058, 0.0495, 0.0535, 0.0651, 0.0747, 0.0882, 0.0882, 0.0865, 0.0954, 0.1012, 0.0997, 0.0794, 0.1107, 0.0933, 0.0967, 0.083, 0.0626, 0.0239, 0.0275, 0.0418, 0.0259, 0.0445, 0.0545, 0.0429, 0.0501, 0.0501, 0.0466, 0.0371, 0.0328, -0.0304, 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:2069385059149222097", "ticker_idx": 0, "ts": "2026-06-23T11:40:20+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$intc upgraded to $160 by BoA", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares/endorses BofA Buy on INTC with PT raised to $160.", "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": "No fear. $intc upgraded to $160 by BoA", "reply_text": null, "parent_text": null, "quoted_text": "$INTC | BofA Securities 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐈𝐧𝐭𝐞𝐥 to $𝟏𝟔𝟎 from $𝟏𝟑𝟓, maintains 𝐁𝐮𝐲 https://t.co/Lb7mL6ReyZ", "parent_author": null, "ret_m1d": 0.06546721909604947, "ret_signed_m1d": 0.06546721909604947, "alpha_spy_m1d": 0.05073127031505931, "alpha_c_m1d": -0.009864323820335086, "bench_spy_m1d": 0.01473594878099016, "bench_c_m1d": 0.07533154291638455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004762661692064518, "ret_signed_p1d": -0.004762661692064518, "alpha_spy_p1d": -0.004299144628421403, "alpha_c_p1d": 0.000269096115564027, "bench_spy_p1d": -0.0004635170636431152, "bench_c_p1d": -0.005031757807628545, "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": [-0.6666, -0.6739, -0.6886, -0.6664, -0.6369, -0.6191, -0.6191, -0.6161, -0.6, -0.5544, -0.5334, -0.5284, -0.5073, -0.5176, -0.5091, -0.4822, -0.4822, -0.5033, -0.4991, -0.5066, -0.4952, -0.376, -0.3575, -0.3611, -0.2837, -0.2858, -0.2469, -0.2759, -0.1824, -0.1457, -0.1713, -0.0556, -0.0215, -0.0882, -0.0906, -0.1236, -0.1777, -0.1823, -0.1624, -0.1007, -0.1042, -0.094, -0.094, -0.0662, -0.0795, -0.0861, -0.1331, -0.1735, -0.1841, -0.1479, -0.155, -0.2503, -0.1664, -0.1842, -0.1908, -0.1158, -0.0583, -0.0334, -0.1151, -0.0845, 0.0129, 0.0129, 0.0655, 0.0, -0.0048, 0.0045, -0.0299, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067613276712620333", "ticker_idx": 0, "ts": "2026-06-18T14:19:54+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Jim is known for good inverse but some time he is right. This is one of those times. $intc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses Cramer's bullish Intel call, noting this is one of the rare times Cramer is right.", "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": "Jim is known for good inverse but some time he is right. This is one of those times. $intc", "reply_text": null, "parent_text": null, "quoted_text": "Intel will work.. best area of complex", "parent_author": null, "ret_m1d": -0.09620125748633235, "ret_signed_m1d": -0.09620125748633235, "alpha_spy_m1d": -0.08591125017264101, "alpha_c_m1d": -0.04178222082213656, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.008358909844463747, "ret_signed_p1w": -0.008358909844463747, "alpha_spy_p1w": 0.008300171769073272, "alpha_c_p1w": 0.02649591198649104, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "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": [-0.6715, -0.6712, -0.6479, -0.6709, -0.6781, -0.6926, -0.6706, -0.6415, -0.624, -0.624, -0.621, -0.6051, -0.56, -0.5394, -0.5344, -0.5135, -0.5238, -0.5153, -0.4888, -0.4888, -0.5097, -0.5055, -0.5129, -0.5016, -0.384, -0.3657, -0.3692, -0.2929, -0.2949, -0.2565, -0.2852, -0.1929, -0.1566, -0.1819, -0.0677, -0.034, -0.0999, -0.1022, -0.1348, -0.1882, -0.1927, -0.1731, -0.1122, -0.1156, -0.1056, -0.1056, -0.0781, -0.0912, -0.0978, -0.1441, -0.184, -0.1945, -0.1588, -0.1658, -0.2599, -0.177, -0.1946, -0.2011, -0.1271, -0.0703, -0.0457, -0.1264, -0.0962, 0.0, 0.0, 0.0519, -0.0128, -0.0175, -0.0084, -0.0423, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067741795740524921", "ticker_idx": 0, "ts": "2026-06-18T22:50:35+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great hire. This guy is guaranteed to move fast which is much needed to move intel forward. It's battle mode.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC on new EVP hire seen as a fast-moving, needed catalyst for Intel's turnaround.", "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": "reply_other", "lang": "en", "tweet_text": "@treasureh8nter Great hire. This guy is guaranteed to move fast which is much needed to move intel forward. It's battle mode.", "reply_text": null, "parent_text": "For $INTC investors and fans out there!!! 👍\n\nSeok Hee Lee, formerly CEO and President of SK ON, SK Hynix and Chairman of Solidigm, joins Intel as Executive Vice President!!! 🔥🔥🔥\n\nHe leads advanced packaging, system integration, back-end technology development, and back-end", "quoted_text": null, "parent_author": "treasureh8nter", "ret_m1d": -0.04931174136407124, "ret_signed_m1d": -0.04931174136407124, "alpha_spy_m1d": -0.052468655803670994, "alpha_c_m1d": -0.035812214336137904, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061444611267902016, "ret_signed_p1d": -0.061444611267902016, "alpha_spy_p1d": -0.046922657257410405, "alpha_c_p1d": 0.00860963703590889, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6652, -0.6871, -0.694, -0.7077, -0.6869, -0.6592, -0.6425, -0.6425, -0.6397, -0.6246, -0.5817, -0.5621, -0.5574, -0.5375, -0.5473, -0.5392, -0.514, -0.514, -0.5338, -0.5299, -0.5369, -0.5262, -0.4144, -0.397, -0.4003, -0.3277, -0.3296, -0.2932, -0.3204, -0.2327, -0.1982, -0.2222, -0.1137, -0.0816, -0.1442, -0.1465, -0.1775, -0.2283, -0.2325, -0.2138, -0.156, -0.1592, -0.1497, -0.1497, -0.1236, -0.136, -0.1423, -0.1863, -0.2243, -0.2342, -0.2003, -0.2069, -0.2964, -0.2176, -0.2343, -0.2405, -0.1701, -0.1161, -0.0928, -0.1695, -0.1408, -0.0493, -0.0493, 0.0, -0.0614, -0.0659, -0.0573, -0.0895, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054686654347051163", "ticker_idx": 0, "ts": "2026-05-13T22:14:07+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 is trash. don't buy it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid NBIS; decisive bearish sell instruction.", "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": "@The_AI_Investor $NBIS is trash. don't buy it.", "reply_text": null, "parent_text": "$CRWV vs $NBIS - last reported earnings https://t.co/4BA25Yk5DF", "quoted_text": null, "parent_author": "The_AI_Investor", "ret_m1d": -0.06276278547183844, "ret_signed_m1d": 0.06276278547183844, "alpha_spy_m1d": 0.05493030265313914, "alpha_c_m1d": 0.059774153130376706, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.002988632341461739, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005471361015024434, "ret_signed_p1d": 0.005471361015024434, "alpha_spy_p1d": -0.006557982741771773, "alpha_c_p1d": -0.0033237980746511075, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.008795159089675542, "ret_p1w": -0.005516623352357808, "ret_signed_p1w": 0.005516623352357808, "alpha_spy_p1w": -0.0017678702962432569, "alpha_c_p1w": -0.003107797802607948, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.008624421154965756, "ret_p1m": 0.05068960896790409, "ret_signed_p1m": -0.05068960896790409, "alpha_spy_p1m": -0.05927054684564348, "alpha_c_p1m": -0.0973124302548618, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": -0.046622821286957716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05068960896790409, "alpha_spy_stated": -0.05927054684564348, "alpha_c_stated": -0.0973124302548618, "price_path": [-0.5568, -0.559, -0.5397, -0.5134, -0.5572, -0.5451, -0.5362, -0.5201, -0.5258, -0.5877, -0.5885, -0.6075, -0.5579, -0.5675, -0.5961, -0.5707, -0.564, -0.4936, -0.5115, -0.4893, -0.4128, -0.474, -0.4639, -0.4505, -0.4681, -0.4838, -0.4804, -0.4796, -0.5208, -0.5441, -0.5828, -0.5308, -0.539, -0.5079, -0.5079, -0.4911, -0.4691, -0.4348, -0.3835, -0.3445, -0.3011, -0.2677, -0.2459, -0.2524, -0.2894, -0.2803, -0.2921, -0.294, -0.2897, -0.3346, -0.3445, -0.3872, -0.3616, -0.3749, -0.3014, -0.2023, -0.2045, -0.1178, -0.1645, -0.1994, -0.1585, -0.1901, -0.0628, 0.0, -0.0055, -0.0963, -0.1059, -0.1326, -0.0055, -0.0288, -0.0288, -0.0592, -0.0578, 0.0235, 0.0449, 0.1961, 0.1783, 0.1381, 0.1742, 0.0301, -0.0142, -0.0047, -0.0428, 0.0049, 0.0507, 0.176, 0.1987, 0.2702, 0.2964, 0.2964, 0.2824, 0.2446, 0.1741, 0.1604, 0.0866, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2070268209237045574", "ticker_idx": 0, "ts": "2026-06-25T22:09:39+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been debating with $META for 2 months now. It is incredibly hard to grow a second business line. $META hasn't figured it out yet.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish META on inability to grow a second business line; bearish AAPL on price hike-driven upgrade delays, margin pressure, CEO transition, and lofty growth expectations.", "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": "MAG7 => BAG7 holders use the same basic argument over and over.\n\n\"META has the largest user base in the world\"\n\"Nobody is going to stop buying iPhone\"\n\nObvious, surface level argument. I've been debating with $META for 2 months now. It's more complicated than that!  My main thesis: It is incredibly hard to grow a second business line. I worked in multiple tech companies and I have never seen it done. The main business will always kick down any up and coming business out of survival instinct. (I was one of them). $META hasn't figured it out yet. Now they are investing in market prediction. Are you f*** kidding me?  \n\nFor $AAPL, of course, people will keep buying iPhones. But think about this: iPhone/iPad/Macbook has gone up 20%-30% in price. \n\nLet's presume small 5% of users delay their upgrades by 6 months (2 years upgrade cycle, staggered) then you multiply their entire customer base.  This is complicated math, but it works out to be -$2.7B/year.\n\nThe management freaks out, lower the price (cuts margin). While management trying to figure out what to say on the next earnings, it takes their attention away from the next growth area. Remember, they dropped the ball on iCar. Failed Agument VR. Compound the fact a new CEO coming in, trying to ramp up with his team (fire people, hire people), and laying out his roadmap. Also, Apple is a $4T company with high expectation to grow QoQ YoY on revenue/net income -- not a boring dividend stock. The good news is they are already paying dividend.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013412094289527499, "ret_signed_m1d": 0.013412094289527499, "alpha_spy_m1d": 0.020696141573752325, "alpha_c_m1d": 0.00776132698498222, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": -0.005650767304545279, "ret_t0": 0.0, "ret_signed_t0": -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": [0.0388, 0.0517, 0.043, 0.043, 0.0404, 0.0441, 0.112, 0.141, 0.1436, 0.1521, 0.2029, 0.2194, 0.229, 0.2502, 0.2182, 0.2144, 0.2251, 0.1968, 0.2256, 0.2322, 0.2189, 0.2149, 0.111, 0.1053, 0.1083, 0.0984, 0.1128, 0.1199, 0.1069, 0.0873, 0.0949, 0.1196, 0.1229, 0.1152, 0.1098, 0.0941, 0.0986, 0.1028, 0.108, 0.108, 0.1118, 0.1534, 0.1535, 0.1484, 0.0903, 0.0851, 0.1311, 0.1395, 0.0767, 0.0629, 0.0614, 0.0367, 0.0321, 0.0295, 0.0786, 0.0908, 0.0315, 0.049, 0.049, 0.0247, 0.0217, 0.0135, -0.0134, 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:2070268209237045574", "ticker_idx": 1, "ts": "2026-06-25T22:09:39+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "iPhone/iPad/Macbook has gone up 20%-30% in price... works out to be -$2.7B/year... Apple is a $4T company with high expectation to grow QoQ YoY on revenue/net income -- not a boring dividend stock", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish META on inability to grow a second business line; bearish AAPL on price hike-driven upgrade delays, margin pressure, CEO transition, and lofty growth expectations.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "MAG7 => BAG7 holders use the same basic argument over and over.\n\n\"META has the largest user base in the world\"\n\"Nobody is going to stop buying iPhone\"\n\nObvious, surface level argument. I've been debating with $META for 2 months now. It's more complicated than that!  My main thesis: It is incredibly hard to grow a second business line. I worked in multiple tech companies and I have never seen it done. The main business will always kick down any up and coming business out of survival instinct. (I was one of them). $META hasn't figured it out yet. Now they are investing in market prediction. Are you f*** kidding me?  \n\nFor $AAPL, of course, people will keep buying iPhones. But think about this: iPhone/iPad/Macbook has gone up 20%-30% in price. \n\nLet's presume small 5% of users delay their upgrades by 6 months (2 years upgrade cycle, staggered) then you multiply their entire customer base.  This is complicated math, but it works out to be -$2.7B/year.\n\nThe management freaks out, lower the price (cuts margin). While management trying to figure out what to say on the next earnings, it takes their attention away from the next growth area. Remember, they dropped the ball on iCar. Failed Agument VR. Compound the fact a new CEO coming in, trying to ramp up with his team (fire people, hire people), and laying out his roadmap. Also, Apple is a $4T company with high expectation to grow QoQ YoY on revenue/net income -- not a boring dividend stock. The good news is they are already paying dividend.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0304108990060441, "ret_signed_m1d": 0.0304108990060441, "alpha_spy_m1d": 0.03769494629026893, "alpha_c_m1d": 0.04951534769582788, "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": [-0.1065, -0.1, -0.099, -0.099, -0.0887, -0.1075, -0.0885, -0.0829, -0.083, -0.0875, -0.0888, -0.062, -0.0727, -0.0486, -0.0387, -0.0629, -0.0383, -0.0374, -0.0457, -0.0578, -0.0469, -0.0488, -0.0447, -0.0137, -0.0254, 0.0005, 0.0122, 0.012, 0.0327, 0.0314, 0.0388, 0.0532, 0.0508, 0.058, 0.0495, 0.0535, 0.0651, 0.0747, 0.0882, 0.0882, 0.0865, 0.0954, 0.1012, 0.0997, 0.0794, 0.1107, 0.0933, 0.0967, 0.083, 0.0626, 0.0239, 0.0275, 0.0418, 0.0259, 0.0445, 0.0545, 0.0429, 0.0501, 0.0501, 0.0466, 0.0371, 0.0328, -0.0304, 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:2056541710008586637", "ticker_idx": 0, "ts": "2026-05-19T01:05:27+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I knew it was going to move up with ai, a lot things scaling on panther lake... (too long to list, but i felt very confident)", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds long call options on Intel (Panther Lake + AI tailwinds), 2-year tenor, high conviction.", "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": "reply_other", "lang": "en", "tweet_text": "@caiani_jonny 2 part:\n\n1. premium was low. i pay like $10 premium for 2 years.\n2. the downside was low. I knew it was going to move up with ai, a lot things scaling on panther lake... (too long to list, but i felt very confident)", "reply_text": null, "parent_text": "@DeepValueBagger What made you confident enough to use options instead of stock?", "quoted_text": null, "parent_author": "caiani_jonny", "ret_m1d": -0.02373650550879458, "ret_signed_m1d": -0.02373650550879458, "alpha_spy_m1d": -0.030441957188960478, "alpha_c_m1d": -0.02778083061176262, "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": 0.07364617155202668, "ret_signed_p1d": 0.07364617155202668, "alpha_spy_p1d": 0.06339717696946323, "alpha_c_p1d": 0.035591994157138096, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.11480138304117848, "ret_signed_p1w": 0.11480138304117848, "alpha_spy_p1w": 0.09182285546502711, "alpha_c_p1w": 0.007845006973700164, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.09296024493385491, "ret_signed_p1m": 0.09296024493385491, "alpha_spy_p1m": 0.08310647852362929, "alpha_c_p1m": -0.05412767605032842, "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": [-0.5973, -0.6019, -0.6062, -0.5838, -0.5769, -0.5897, -0.5884, -0.5894, -0.611, -0.5886, -0.5853, -0.6081, -0.5886, -0.5778, -0.567, -0.5916, -0.5869, -0.587, -0.6023, -0.5936, -0.5832, -0.6041, -0.6028, -0.6023, -0.5742, -0.602, -0.6107, -0.6282, -0.6017, -0.5665, -0.5453, -0.5453, -0.5417, -0.5225, -0.468, -0.443, -0.437, -0.4117, -0.4241, -0.4139, -0.3818, -0.3818, -0.407, -0.402, -0.4109, -0.3973, -0.2551, -0.2329, -0.2372, -0.1449, -0.1473, -0.1009, -0.1356, -0.0239, 0.0199, -0.0106, 0.1274, 0.1682, 0.0885, 0.0856, 0.0463, -0.0183, -0.0237, 0.0, 0.0736, 0.0695, 0.0816, 0.0816, 0.1148, 0.099, 0.0911, 0.035, -0.0133, -0.0259, 0.0172, 0.0088, -0.105, -0.0048, -0.026, -0.0339, 0.0556, 0.1243, 0.154, 0.0564, 0.093, 0.2093, 0.2093, 0.272, 0.1939, 0.1882, 0.1992, 0.1581, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064440988068684231", "ticker_idx": 0, "ts": "2026-06-09T20:14:21+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 $NBIS $INTC are the heaviest", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Heaviest holdings are MU, NBIS, and INTC — live long positions.", "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": "@chutneylife $MU $NBIS $INTC are the heaviest. A few smaller ones.", "reply_text": null, "parent_text": "@DeepValueBagger Which stocks are you in?", "quoted_text": null, "parent_author": "chutneylife", "ret_m1d": 0.04934521406992154, "ret_signed_m1d": 0.04934521406992154, "alpha_spy_m1d": 0.033327117255303795, "alpha_c_m1d": 0.014138197961262255, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.035207016108659284, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11659639151573842, "ret_signed_p1d": 0.11659639151573842, "alpha_spy_p1d": 0.09959954362899048, "alpha_c_p1d": 0.049090057986085345, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.06750633352965307, "ret_p1w": 0.169652795998402, "ret_signed_p1w": 0.169652795998402, "alpha_spy_p1w": 0.14824477784827605, "alpha_c_p1w": 0.07671345344962299, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.092939342548779, "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": [-0.5224, -0.5048, -0.4826, -0.4825, -0.5021, -0.526, -0.5468, -0.5567, -0.5718, -0.6016, -0.5996, -0.6392, -0.6212, -0.5876, -0.5894, -0.5894, -0.5764, -0.5766, -0.544, -0.5274, -0.5284, -0.5217, -0.4779, -0.4885, -0.4873, -0.4898, -0.4972, -0.4961, -0.4534, -0.4599, -0.4431, -0.4118, -0.4346, -0.4187, -0.4201, -0.3921, -0.3537, -0.2822, -0.2526, -0.275, -0.1627, -0.1083, -0.1405, -0.0989, -0.1299, -0.1875, -0.2358, -0.2166, -0.1793, -0.1455, -0.158, -0.158, 0.0045, 0.041, 0.0355, 0.0887, 0.161, 0.1931, 0.2104, 0.1167, -0.0312, 0.0644, 0.0493, 0.0, 0.1166, 0.1006, 0.2199, 0.1445, 0.1697, 0.2715, 0.2715, 0.3582, 0.1793, 0.1756, 0.3607, 0.2696, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2064440988068684231", "ticker_idx": 2, "ts": "2026-06-09T20:14:21+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU $NBIS $INTC are the heaviest", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Heaviest holdings are MU, NBIS, and INTC — live long positions.", "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": "reply_other", "lang": "en", "tweet_text": "@chutneylife $MU $NBIS $INTC are the heaviest. A few smaller ones.", "reply_text": null, "parent_text": "@DeepValueBagger Which stocks are you in?", "quoted_text": null, "parent_author": "chutneylife", "ret_m1d": 0.008221199980299243, "ret_signed_m1d": 0.008221199980299243, "alpha_spy_m1d": -0.007796896834318501, "alpha_c_m1d": -0.02698581612836004, "bench_spy_m1d": 0.016018096814617744, "bench_c_m1d": 0.035207016108659284, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09267561737759955, "ret_signed_p1d": 0.09267561737759955, "alpha_spy_p1d": 0.07567876949085162, "alpha_c_p1d": 0.025169283847946478, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.06750633352965307, "ret_p1w": 0.13135274138954345, "ret_signed_p1w": 0.13135274138954345, "alpha_spy_p1w": 0.10994472323941751, "alpha_c_p1w": 0.038413398840764446, "bench_spy_p1w": 0.02140801815012594, "bench_c_p1w": 0.092939342548779, "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": [-0.5724, -0.5725, -0.5884, -0.5793, -0.5686, -0.5902, -0.5888, -0.5884, -0.5592, -0.588, -0.5971, -0.6152, -0.5877, -0.5513, -0.5293, -0.5293, -0.5256, -0.5057, -0.4493, -0.4234, -0.4172, -0.3911, -0.4039, -0.3933, -0.3601, -0.3601, -0.3862, -0.381, -0.3902, -0.3761, -0.2289, -0.206, -0.2104, -0.1148, -0.1173, -0.0693, -0.1052, 0.0104, 0.0558, 0.0241, 0.167, 0.2093, 0.1268, 0.1238, 0.0831, 0.0162, 0.0106, 0.0351, 0.1114, 0.1071, 0.1196, 0.1196, 0.154, 0.1376, 0.1294, 0.0714, 0.0214, 0.0083, 0.053, 0.0443, -0.0735, 0.0302, 0.0082, 0.0, 0.0927, 0.1638, 0.1945, 0.0935, 0.1314, 0.2518, 0.2518, 0.3167, 0.2358, 0.2299, 0.2413, 0.1988, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053283725538975906", "ticker_idx": 0, "ts": "2026-05-10T01:19:22+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Like how can you beat that?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish INTC on high-profile supporters including Trump, Musk, Huang, and Apple/Cook.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$INTC has the following supporters:\n\n- President Trump\n- Elon Musk\n- Jensen Huang\n- Apple/Tim Cook\n\nLike how can you beat that?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03491968624233466, "ret_signed_m1d": -0.03491968624233466, "alpha_spy_m1d": -0.032647298705818284, "alpha_c_m1d": -0.017966970563900397, "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": -0.06821694734633343, "ret_signed_p1d": -0.06821694734633343, "alpha_spy_p1d": -0.06670199473174687, "alpha_c_p1d": -0.042085182111664565, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.16432326847405043, "ret_signed_p1w": -0.16432326847405043, "alpha_spy_p1w": -0.16344407781283976, "alpha_c_p1w": -0.11200763185177032, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.16625466522377752, "ret_signed_p1m": -0.16625466522377752, "alpha_spy_p1m": -0.16321126836611854, "alpha_c_p1m": -0.19176179206402755, "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": -0.16625466522377752, "alpha_spy_stated": -0.16321126836611854, "alpha_c_stated": -0.19176179206402755, "price_path": [-0.6269, -0.6409, -0.6385, -0.6385, -0.6432, -0.6488, -0.6553, -0.6592, -0.6629, -0.6437, -0.6378, -0.6488, -0.6476, -0.6485, -0.667, -0.6479, -0.645, -0.6646, -0.6479, -0.6386, -0.6293, -0.6504, -0.6464, -0.6465, -0.6596, -0.6521, -0.6432, -0.6611, -0.66, -0.6596, -0.6355, -0.6593, -0.6668, -0.6818, -0.6591, -0.6289, -0.6108, -0.6108, -0.6077, -0.5912, -0.5446, -0.5232, -0.5181, -0.4964, -0.507, -0.4983, -0.4708, -0.4708, -0.4924, -0.4881, -0.4958, -0.4841, -0.3623, -0.3434, -0.347, -0.268, -0.2701, -0.2304, -0.26, -0.1645, -0.1269, -0.1531, -0.0349, 0.0, -0.0682, -0.0707, -0.1044, -0.1597, -0.1643, -0.144, -0.081, -0.0845, -0.0742, -0.0742, -0.0457, -0.0593, -0.0661, -0.114, -0.1554, -0.1662, -0.1292, -0.1364, -0.2339, -0.1481, -0.1663, -0.1731, -0.0964, -0.0376, -0.0122, -0.0957, -0.0644, 0.0352, 0.0352, 0.0888, 0.0219, 0.0171, 0.0265, -0.0087, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062878043408896348", "ticker_idx": 0, "ts": "2026-06-05T12:43:46+00:00", "symbol": "ZEC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Entire currency trust is debased, no one ever trust again. Scammer will sell it to zero.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish ZEC to zero: trust permanently destroyed by backdoor mint flaw; expects sellers to drive it worthless.", "resolved_tickers": ["ZEC-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": "Remember $zec was the darling crypto that outperformed other crypto?\n\nClaude Opus exposed a backdoor to minting fake tokens.\n\nEntire currency trust is debased,  no one ever trust again. Scammer will sell it to zero.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING.: Biggest privacy token $ZEC crashed over -50% in the last 24 hours and wiped out $5 Billion from its market cap. \n\nThe flaw was hidden inside Zcash's Orchard privacy pool since May 2022 and remained undetected for nearly 4 years despite multiple security audits. https://t.co/E0DIhU2ba1", "parent_author": null, "ret_m1d": 0.1750062320778767, "ret_signed_m1d": -0.1750062320778767, "alpha_spy_m1d": -0.14851308947598807, "alpha_c_m1d": -0.14851308947598807, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.02649314260188862, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17550785555376125, "ret_signed_p1d": -0.17550785555376125, "alpha_spy_p1d": -0.1732436829449897, "alpha_c_p1d": -0.1732436829449897, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.002264172608771542, "ret_p1w": 0.056566650309095357, "ret_signed_p1w": -0.056566650309095357, "alpha_spy_p1w": -0.05087211930229274, "alpha_c_p1w": -0.05087211930229274, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.005694531006802617, "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": [-0.4279, -0.4531, -0.465, -0.4657, -0.2848, -0.3016, -0.361, -0.3964, -0.3974, -0.4132, -0.3777, -0.4057, -0.4296, -0.4468, -0.4206, -0.3617, -0.3551, -0.3813, -0.3984, -0.3538, -0.1789, -0.1706, -0.0542, -0.0375, -0.0552, -0.0906, -0.1119, -0.1271, -0.1547, -0.199, -0.1866, -0.1854, -0.121, -0.0761, -0.0862, -0.1379, -0.1591, -0.0984, -0.0116, 0.0875, 0.3267, 0.4245, 0.4691, 0.5752, 0.4308, 0.4653, 0.3468, 0.4382, 0.3228, 0.4404, 0.4739, 0.7233, 0.7056, 0.501, 0.6763, 0.461, 0.3916, 0.4025, 0.3616, 0.3987, 0.5633, 0.5952, 0.175, 0.0, 0.1755, 0.1054, 0.0514, 0.099, 0.0566, 0.3324, 0.2941, 0.2249, 0.1712, 0.2248, 0.1358, 0.0684, 0.0684, 0.0657, 0.0744, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069893302279680485", "ticker_idx": 0, "ts": "2026-06-24T21:19:54+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 the next $nvda. Insane blowout earnings with 85% gross margin and 80% operating profit. Five year contracts.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU: blowout earnings with 85% GM / 80% op margin and multi-year contracts; calls it the next NVDA.", "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": "I'm not sure who needs to hear this but, $mu is the next $nvda.\n\nInsane blowout earnings with 85% gross margin and 80% operating profit.  Five year contracts. Where are the skeptics oh no, demand is only up to 2029 😂 https://t.co/Pwi96KQtba", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050005300908876093", "ticker_idx": 0, "ts": "2026-05-01T00:12:05+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "impressed with 40% YoY cloud growth, and glad to see Larry & Sergey coming back founder-mode", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish GOOGL on 40% YoY cloud growth and founder-mode return of Larry & Sergey.", "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": "Very interesting data on $GOOGL\n\nAs a side note, I was impressed with 40% YoY cloud growth, and glad to see Larry &amp; Sergey coming back founder-mode.", "reply_text": null, "parent_text": null, "quoted_text": "Google just reported $62.6 BILLION in quarterly profit…  \n\nbut HALF came from a $37.7B 'paper gain' on private investments in companies like SpaceX and Anthropic.\n\nThe reason their VC funding team is top-tier https://t.co/DT9pmYpGYp", "parent_author": null, "ret_m1d": -0.0023076230018400645, "ret_signed_m1d": -0.0023076230018400645, "alpha_spy_m1d": 0.00045382557625295306, "alpha_c_m1d": -0.0005084912485506798, "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": -0.006326388005902461, "ret_signed_p1d": -0.006326388005902461, "alpha_spy_p1d": -0.002662995859145978, "alpha_c_p1d": -0.0010145158924315112, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.00531187211347095, "ret_p1w": 0.039176466694841316, "ret_signed_p1w": 0.039176466694841316, "alpha_spy_p1w": 0.015628284210480237, "alpha_c_p1w": 0.037291549655242395, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.0018849170395989212, "ret_p1m": -0.02416452678250358, "ret_signed_p1m": -0.02416452678250358, "alpha_spy_p1m": -0.07674201181874862, "alpha_c_p1m": -0.014654615043045993, "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": -0.02416452678250358, "alpha_spy_stated": -0.07674201181874862, "alpha_c_stated": -0.014654615043045993, "price_path": [-0.1198, -0.1371, -0.1418, -0.1635, -0.1597, -0.1746, -0.1943, -0.1994, -0.2079, -0.2079, -0.2175, -0.2141, -0.2153, -0.1839, -0.193, -0.1945, -0.1893, -0.2036, -0.1923, -0.2058, -0.2134, -0.2146, -0.2204, -0.2266, -0.2057, -0.2039, -0.1996, -0.213, -0.2163, -0.2078, -0.1939, -0.2022, -0.2037, -0.2196, -0.2168, -0.247, -0.2457, -0.2716, -0.2887, -0.2909, -0.2544, -0.2289, -0.2331, -0.2331, -0.2222, -0.208, -0.1773, -0.1742, -0.1775, -0.1669, -0.1368, -0.1259, -0.1288, -0.1141, -0.1252, -0.1385, -0.1202, -0.1213, -0.1071, -0.0917, -0.0931, -0.0927, -0.0023, 0.0, -0.0063, 0.0071, 0.032, 0.0319, 0.0392, 0.0076, 0.0043, 0.0439, 0.0399, 0.0288, 0.0292, 0.0051, 0.0083, 0.0051, -0.0071, -0.0071, 0.0083, 0.0081, 0.0115, -0.0139, -0.0242, -0.0618, -0.0692, -0.035, -0.0445, -0.0575, -0.055, -0.0754, -0.0718, -0.0669, -0.0418, -0.0317, -0.0562, -0.0452, -0.0452, -0.0928, -0.102, -0.1042, -0.1083, -0.1247, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069819175514620247", "ticker_idx": 0, "ts": "2026-06-24T16:25:21+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nancy Pelosi bought 1 year leap on $intc? That's my love language.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish endorsement of INTC long via Pelosi's $50-strike 2027 call options purchase.", "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": "Wait, Nancy Pelosi bought 1 year leap on $intc? That's my love language.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Look at this.\n\nNancy Pelosi literally is buying leveraged products on companies she legislates.\n\nShe bought Intel, $INTC, 200 call options with a strike price of $50 and expiring 03/19/2027, on 05/29/2026.\n\nShe also bought $UBER call options.\n\nUnusual.", "parent_author": null, "ret_m1d": 0.004785453186635591, "ret_signed_m1d": 0.004785453186635591, "alpha_spy_m1d": 0.00432172117529217, "alpha_c_m1d": -0.0002717512488961127, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.005057204435531704, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009267005524226546, "ret_signed_p1d": 0.009267005524226546, "alpha_spy_p1d": 0.007821370298773278, "alpha_c_p1d": -0.019751320703031983, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.02901832622725853, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6724, -0.6871, -0.6648, -0.6352, -0.6173, -0.6173, -0.6143, -0.5981, -0.5522, -0.5312, -0.5262, -0.5049, -0.5153, -0.5067, -0.4797, -0.4797, -0.5009, -0.4967, -0.5042, -0.4927, -0.373, -0.3544, -0.358, -0.2803, -0.2823, -0.2433, -0.2725, -0.1785, -0.1416, -0.1673, -0.0511, -0.0168, -0.0839, -0.0863, -0.1194, -0.1738, -0.1784, -0.1584, -0.0964, -0.0999, -0.0897, -0.0897, -0.0618, -0.075, -0.0817, -0.1289, -0.1695, -0.1802, -0.1439, -0.1509, -0.2467, -0.1624, -0.1803, -0.1869, -0.1116, -0.0538, -0.0288, -0.1109, -0.0801, 0.0178, 0.0178, 0.0706, 0.0048, 0.0, 0.0093, -0.0253, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050175120430244004", "ticker_idx": 0, "ts": "2026-05-01T11:26:53+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 acquiring a company, EigenAI, to accelerate token optimization. Token efficiency is the real driver.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: EigenAI acquisition targets token optimization, which author argues is the real AI infrastructure value driver over power costs.", "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": "$nbis acquiring a company, EigenAI, to accelerate token optimization. \n\nI remember pure dc folks arguing about cheaper power. Then i looked at cost of power, so small. Token efficiency is the real driver.  As someone who has been tinkering on local LLM and tuning, I can tell you that token optimization is the real driver.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10524959018364766, "ret_signed_m1d": -0.10524959018364766, "alpha_spy_m1d": -0.10248814160555464, "alpha_c_m1d": -0.10345045843035827, "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": 0.1419508828792917, "ret_signed_p1d": 0.1419508828792917, "alpha_spy_p1d": 0.14561427502604818, "alpha_c_p1d": 0.14726275499276265, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.00531187211347095, "ret_p1w": 0.14602884818715345, "ret_signed_p1w": 0.14602884818715345, "alpha_spy_p1w": 0.12248066570279237, "alpha_c_p1w": 0.14414393114755453, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.0018849170395989212, "ret_p1m": 0.712149656032792, "ret_signed_p1m": 0.712149656032792, "alpha_spy_p1m": 0.659572170996547, "alpha_c_p1m": 0.7216595677722496, "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": 0.712149656032792, "alpha_spy_stated": 0.659572170996547, "alpha_c_stated": 0.7216595677722496, "price_path": [-0.4178, -0.4667, -0.5218, -0.4427, -0.3988, -0.4059, -0.4264, -0.4192, -0.3656, -0.3656, -0.3688, -0.3411, -0.3035, -0.3662, -0.3488, -0.336, -0.3131, -0.3211, -0.4097, -0.4109, -0.4382, -0.3671, -0.3809, -0.4218, -0.3855, -0.3758, -0.2751, -0.3007, -0.2689, -0.1595, -0.247, -0.2326, -0.2134, -0.2387, -0.2611, -0.2562, -0.255, -0.3141, -0.3474, -0.4028, -0.3284, -0.3401, -0.2956, -0.2956, -0.2715, -0.2401, -0.1909, -0.1175, -0.0616, 0.0005, 0.0482, 0.0795, 0.0702, 0.0172, 0.0302, 0.0133, 0.0107, 0.0168, -0.0474, -0.0617, -0.1229, -0.0861, -0.1052, 0.0, 0.142, 0.1387, 0.2628, 0.196, 0.146, 0.2046, 0.1594, 0.3416, 0.4315, 0.4237, 0.2937, 0.2799, 0.2416, 0.4236, 0.3902, 0.3902, 0.3468, 0.3488, 0.4651, 0.4958, 0.7121, 0.6867, 0.6291, 0.6808, 0.4746, 0.4111, 0.4248, 0.3703, 0.4385, 0.504, 0.6834, 0.716, 0.8183, 0.8557, 0.8557, 0.8358, 0.7817, 0.6808, 0.6611, 0.5554, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053285240601211371", "ticker_idx": 0, "ts": "2026-05-10T01:25:24+00:00", "symbol": "DELL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $DELL a lot. They operate at high margin. It's a premium server product. A locked in ecosystem.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DELL on high margins, premium server product, and locked-in ecosystem.", "resolved_tickers": ["DELL"], "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": "@Wbinvests I like $DELL a lot. Never properly caught it.\n\n---\n\n@Wbinvests They operate at high margin. It's a premium server product. A locked in ecosystem.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05432318059287544, "ret_signed_m1d": 0.05432318059287544, "alpha_spy_m1d": 0.056595568129391816, "alpha_c_m1d": 0.06759048657741984, "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": -0.032788176266442814, "ret_signed_p1d": -0.032788176266442814, "alpha_spy_p1d": -0.03127322365185625, "alpha_c_p1d": -0.017721865501614587, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.015066310764828228, "ret_p1w": -0.036471805180144035, "ret_signed_p1w": -0.036471805180144035, "alpha_spy_p1w": -0.03559261451893336, "alpha_c_p1w": -0.016683182015262865, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.01978862316488117, "ret_p1m": 0.5454177831728733, "ret_signed_p1m": 0.5454177831728733, "alpha_spy_p1m": 0.5484611800305322, "alpha_c_p1m": 0.5291708298952955, "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": 0.5454177831728733, "alpha_spy_stated": 0.5484611800305322, "alpha_c_stated": 0.5291708298952955, "price_path": [-0.499, -0.5447, -0.5259, -0.5259, -0.5315, -0.5287, -0.5195, -0.5066, -0.5192, -0.5166, -0.5017, -0.5099, -0.4024, -0.3804, -0.4141, -0.4064, -0.4087, -0.4089, -0.4088, -0.4197, -0.4053, -0.395, -0.3881, -0.3683, -0.3825, -0.3979, -0.3674, -0.3637, -0.3358, -0.2861, -0.2574, -0.2905, -0.3067, -0.3355, -0.3377, -0.3165, -0.2963, -0.2963, -0.3011, -0.2829, -0.2515, -0.2677, -0.2825, -0.2341, -0.2554, -0.2846, -0.2208, -0.2068, -0.1758, -0.1404, -0.1311, -0.1413, -0.1253, -0.1258, -0.1664, -0.1675, -0.1542, -0.1492, -0.1433, -0.1244, -0.0334, -0.0679, 0.0543, 0.0, -0.0328, -0.0128, 0.0034, -0.0204, -0.0365, -0.0477, -0.0166, 0.0233, 0.1949, 0.1949, 0.2349, 0.2359, 0.2834, 0.7038, 0.8862, 0.7621, 0.7045, 0.7084, 0.5965, 0.6223, 0.5454, 0.497, 0.5846, 0.6012, 0.6559, 0.6357, 0.6974, 0.6576, 0.6576, 0.6949, 0.7316, 0.757, 0.6574, 0.6171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069922226086748598", "ticker_idx": 0, "ts": "2026-06-24T23:14:50+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Does anyone know any public company that has 4 out of 4 business segments with triple digit (250% - 653%) YoY growth? Truly mind blowing. $MU", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU on all 4 segments posting 250–653% YoY growth; framed as uniquely exceptional.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Does anyone know any public company that has 4 out of 4 business segments with triple digit  (250% - 653%) YoY growth?\n\nTruly mind blowing.\n\n$MU https://t.co/wDH4fkV6Lw", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2070254936600785392", "ticker_idx": 0, "ts": "2026-06-25T21:16:55+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI can't replace rockets. $rklb", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish RKLB; rockets have durable value AI cannot displace.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Another friendly reminder: AI can't replace rockets.\n\n$rklb https://t.co/XW7z9S5rdu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.045540553967677644, "ret_signed_m1d": -0.045540553967677644, "alpha_spy_m1d": -0.05282460125190247, "alpha_c_m1d": -0.06165533442089899, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.016114780453221345, "ret_t0": 0.0, "ret_signed_t0": 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": [-0.2404, -0.225, -0.1988, -0.1988, -0.1996, -0.2155, -0.1829, -0.2106, -0.1951, -0.1647, -0.1457, -0.1294, -0.019, 0.0031, 0.0582, 0.0248, 0.0651, 0.0007, -0.0575, -0.0266, -0.0704, -0.089, -0.024, -0.0678, -0.05, -0.0684, 0.0013, -0.0705, 0.2476, 0.3881, 0.3906, 0.4685, 0.5679, 0.4759, 0.5515, 0.5059, 0.5884, 0.4839, 0.6059, 0.6059, 0.6939, 0.777, 0.751, 0.6972, 0.4477, 0.4587, 0.3568, 0.4189, 0.3021, 0.3443, 0.2802, 0.2426, 0.3577, 0.2111, 0.2923, 0.2376, 0.2773, 0.2685, 0.2685, 0.1863, 0.1251, 0.0103, -0.0455, 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:2070497518215921974", "ticker_idx": 0, "ts": "2026-06-26T13:20:50+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bearish. Too many TPU deployment.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NVDA due to TPU deployments displacing GPU demand, despite TPUs still needing HBM.", "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": "@takosacks Bearish. Too many TPU deployment. Guess what tpu still needs? Hbm", "reply_text": null, "parent_text": "@DeepValueBagger I like $MU but I wonder what are your views on $NVDA ?", "quoted_text": null, "parent_author": "takosacks", "ret_m1d": 0.016672761305872807, "ret_signed_m1d": -0.016672761305872807, "alpha_spy_m1d": -0.009388714021647981, "alpha_c_m1d": 0.024644450866071033, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.04131721217194384, "ret_t0": 0.0, "ret_signed_t0": -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": [-0.0952, -0.0882, -0.0797, -0.0797, -0.0784, -0.076, -0.0554, -0.0459, -0.0214, -0.0179, 0.0195, 0.0317, 0.029, 0.0463, 0.0483, 0.037, 0.0506, 0.0357, 0.0805, 0.1238, 0.1059, 0.0856, 0.0354, 0.0295, 0.0297, 0.0194, 0.0782, 0.0973, 0.1164, 0.1384, 0.1454, 0.1716, 0.223, 0.1689, 0.1534, 0.1445, 0.1594, 0.1388, 0.1171, 0.1171, 0.1147, 0.103, 0.1115, 0.0954, 0.164, 0.156, 0.1141, 0.1357, 0.0653, 0.0837, 0.0813, 0.041, 0.0641, 0.0658, 0.1035, 0.0773, 0.063, 0.0943, 0.0943, 0.0837, 0.039, 0.0336, 0.0167, 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:2050284972670398964", "ticker_idx": 0, "ts": "2026-05-01T18:43:24+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 buy more. I'm in the business of predicting the future", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses buying more IREN, framing it as a forward-looking prediction.", "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": "Uhhh you need a time machine. $iren and buy more. I'm in the business of predicting the future.", "reply_text": null, "parent_text": null, "quoted_text": "FEW $IREN https://t.co/Pxynnyr8eE", "parent_author": null, "ret_m1d": -0.0032851845462151807, "ret_signed_m1d": -0.0032851845462151807, "alpha_spy_m1d": -0.0005237359681221632, "alpha_c_m1d": -0.007329937165564626, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": 0.004044752619349445, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08366184204095495, "ret_signed_p1d": 0.08366184204095495, "alpha_spy_p1d": 0.08732523418771143, "alpha_c_p1d": 0.0902103171023444, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.006548475061389447, "ret_p1w": 0.34034167690449757, "ret_signed_p1w": 0.34034167690449757, "alpha_spy_p1w": 0.3167934944201365, "alpha_c_p1w": 0.3534387007572499, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": -0.013097023852752354, "ret_p1m": 0.43079286135296435, "ret_signed_p1m": 0.43079286135296435, "alpha_spy_p1m": 0.3782153763167193, "alpha_c_p1m": 0.44023037169820123, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": -0.009437510345236877, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43079286135296435, "alpha_spy_stated": 0.3782153763167193, "alpha_c_stated": 0.44023037169820123, "price_path": [0.1912, -0.0158, -0.1286, -0.0839, 0.0107, -0.0598, -0.0655, -0.1233, -0.0753, -0.0753, -0.1027, -0.0784, -0.0519, -0.1244, -0.0723, -0.0046, -0.0357, -0.0311, -0.1032, -0.0935, -0.1491, -0.0399, -0.1212, -0.1962, -0.1494, -0.1651, -0.0806, -0.094, -0.0894, -0.0158, -0.0591, -0.0756, -0.0876, -0.0957, -0.0767, -0.0994, -0.0926, -0.1798, -0.2315, -0.3075, -0.2492, -0.2534, -0.2385, -0.2385, -0.2306, -0.2173, -0.1934, -0.1883, -0.1389, -0.0567, 0.0375, 0.0692, 0.0447, 0.0539, 0.067, -0.0107, 0.0598, 0.1393, 0.1091, 0.0591, -0.0267, -0.0613, -0.0033, 0.0, 0.0837, 0.1989, 0.3355, 0.2451, 0.3403, 0.2078, 0.2387, 0.2083, 0.279, 0.1594, 0.1051, 0.0456, 0.1544, 0.2716, 0.2446, 0.2446, 0.3092, 0.4858, 0.4028, 0.3916, 0.4308, 0.4586, 0.4341, 0.3548, 0.1903, 0.2963, 0.1831, 0.1283, 0.242, 0.309, 0.3327, 0.2961, 0.2727, 0.3132, 0.3132, 0.2455, 0.1984, 0.1016, 0.0456, 0.0339, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069008809574502517", "ticker_idx": 0, "ts": "2026-06-22T10:45:15+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 upgraded to $1300 by Bernstein", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Bernstein Outperform reiteration on Micron with PT raised to $1300 on stronger DRAM prices and HBM ASPs.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$mu upgraded to $1300 by Bernstein", "reply_text": null, "parent_text": null, "quoted_text": "$MU | Bernstein SocGen Group 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟑𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟏𝟎\n\nAnalyst raises forecasts on stronger-than-expected DRAM prices and higher HBM ASPs, expecting earnings to rise 'almost vertically' this year https://t.co/ZCBuqJ8Y5X", "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1344, 0.0018, -0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2069826536950145400", "ticker_idx": 0, "ts": "2026-06-24T16:54:36+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "60% SPY (for covered calls)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author proposes allocating 60% SPY, 10% SOXX, 20% growth split between MU and NBIS, with 10% cash.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ironimmigrant @TinyToothDDS I may go \n\n60% SPY (for covered calls)\n10% SOXX (weight higher on semis)\n20% growth ($MU $NBIS)\n10% cash", "reply_text": null, "parent_text": "@DeepValueBagger @TinyToothDDS 30% VGT or VUG\n30% VOO\n30% Dividend ETF\n10% Cash or Treasury Bonds (to be used during heavy dips or corrections on favorite stocks)\n\nThe reason is this massively protects high net worth portfolio while providing consistent growth.", "quoted_text": null, "parent_author": "ironimmigrant", "ret_m1d": 0.0004637320113434207, "ret_signed_m1d": 0.0004637320113434207, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "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": 0.0014456352254532678, "ret_signed_p1d": 0.0014456352254532678, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "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": [-0.1374, -0.1403, -0.1153, -0.1087, -0.1079, -0.1079, -0.1037, -0.1033, -0.0804, -0.0751, -0.0757, -0.0667, -0.0553, -0.0479, -0.0455, -0.034, -0.0359, -0.0422, -0.0325, -0.0363, -0.0288, -0.0272, -0.0319, -0.032, -0.0224, -0.0197, -0.0233, -0.0155, -0.0018, -0.0048, 0.0034, 0.0057, 0.0042, 0.0098, 0.0177, 0.0055, 0.0048, -0.0019, 0.0083, 0.0103, 0.0143, 0.0143, 0.021, 0.0209, 0.0265, 0.029, 0.0318, 0.0332, 0.026, 0.0299, 0.0033, 0.0056, 0.0026, -0.0132, 0.0036, 0.009, 0.0268, 0.0207, 0.0079, 0.0184, 0.0184, 0.0152, 0.0005, 0.0, 0.0014, -0.0058, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069826536950145400", "ticker_idx": 1, "ts": "2026-06-24T16:54:36+00:00", "symbol": "SOXX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10% SOXX (weight higher on semis)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author proposes allocating 60% SPY, 10% SOXX, 20% growth split between MU and NBIS, with 10% cash.", "resolved_tickers": ["SOXX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ironimmigrant @TinyToothDDS I may go \n\n60% SPY (for covered calls)\n10% SOXX (weight higher on semis)\n20% growth ($MU $NBIS)\n10% cash", "reply_text": null, "parent_text": "@DeepValueBagger @TinyToothDDS 30% VGT or VUG\n30% VOO\n30% Dividend ETF\n10% Cash or Treasury Bonds (to be used during heavy dips or corrections on favorite stocks)\n\nThe reason is this massively protects high net worth portfolio while providing consistent growth.", "quoted_text": null, "parent_author": "ironimmigrant", "ret_m1d": 0.0031421689915835938, "ret_signed_m1d": 0.0031421689915835938, "alpha_spy_m1d": 0.002678436980240173, "alpha_c_m1d": 0.002678436980240173, "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": 0.03940151655366786, "ret_signed_p1d": 0.03940151655366786, "alpha_spy_p1d": 0.03795588132821459, "alpha_c_p1d": 0.03795588132821459, "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": [-0.4625, -0.4852, -0.4539, -0.4374, -0.4357, -0.4357, -0.4282, -0.4221, -0.3845, -0.3708, -0.3576, -0.3464, -0.3333, -0.3322, -0.3254, -0.3092, -0.3061, -0.3009, -0.2825, -0.2672, -0.2329, -0.2432, -0.271, -0.2522, -0.2332, -0.2261, -0.2322, -0.1978, -0.1577, -0.1818, -0.1354, -0.1147, -0.1426, -0.1221, -0.1192, -0.155, -0.176, -0.1746, -0.1354, -0.1281, -0.1071, -0.1071, -0.0527, -0.0628, -0.0537, -0.0543, -0.0496, 0.0054, 0.0231, 0.0016, -0.1031, -0.0504, -0.0659, -0.1002, -0.0247, -0.0092, 0.0448, -0.0171, -0.0029, 0.0631, 0.0631, 0.089, 0.0031, 0.0, 0.0394, -0.0192, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069826536950145400", "ticker_idx": 2, "ts": "2026-06-24T16:54:36+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "20% growth ($MU $NBIS)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author proposes allocating 60% SPY, 10% SOXX, 20% growth split between MU and NBIS, with 10% cash.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ironimmigrant @TinyToothDDS I may go \n\n60% SPY (for covered calls)\n10% SOXX (weight higher on semis)\n20% growth ($MU $NBIS)\n10% cash", "reply_text": null, "parent_text": "@DeepValueBagger @TinyToothDDS 30% VGT or VUG\n30% VOO\n30% Dividend ETF\n10% Cash or Treasury Bonds (to be used during heavy dips or corrections on favorite stocks)\n\nThe reason is this massively protects high net worth portfolio while providing consistent growth.", "quoted_text": null, "parent_author": "ironimmigrant", "ret_m1d": 0.0031091832555358856, "ret_signed_m1d": 0.0031091832555358856, "alpha_spy_m1d": 0.002645451244192465, "alpha_c_m1d": -0.001948021179995818, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.005057204435531704, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.15741389904805847, "ret_signed_p1d": 0.15741389904805847, "alpha_spy_p1d": 0.1559682638226052, "alpha_c_p1d": 0.12839557282079994, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": 0.02901832622725853, "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": [-0.6595, -0.6931, -0.6778, -0.6492, -0.6507, -0.6507, -0.6397, -0.6399, -0.6121, -0.598, -0.5989, -0.5932, -0.5559, -0.5649, -0.5639, -0.566, -0.5723, -0.5714, -0.5351, -0.5406, -0.5263, -0.4997, -0.519, -0.5055, -0.5068, -0.4829, -0.4502, -0.3894, -0.3643, -0.3833, -0.2877, -0.2415, -0.2689, -0.2336, -0.2599, -0.3089, -0.35, -0.3336, -0.3019, -0.2732, -0.2837, -0.2837, -0.1456, -0.1145, -0.1192, -0.0739, -0.0124, 0.0149, 0.0296, -0.0501, -0.176, -0.0946, -0.1074, -0.1494, -0.0502, -0.0638, 0.0377, -0.0265, -0.0051, 0.0815, 0.0815, 0.1553, 0.0031, 0.0, 0.1574, 0.0799, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069826536950145400", "ticker_idx": 3, "ts": "2026-06-24T16:54:36+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "20% growth ($MU $NBIS)", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author proposes allocating 60% SPY, 10% SOXX, 20% growth split between MU and NBIS, with 10% cash.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ironimmigrant @TinyToothDDS I may go \n\n60% SPY (for covered calls)\n10% SOXX (weight higher on semis)\n20% growth ($MU $NBIS)\n10% cash", "reply_text": null, "parent_text": "@DeepValueBagger @TinyToothDDS 30% VGT or VUG\n30% VOO\n30% Dividend ETF\n10% Cash or Treasury Bonds (to be used during heavy dips or corrections on favorite stocks)\n\nThe reason is this massively protects high net worth portfolio while providing consistent growth.", "quoted_text": null, "parent_author": "ironimmigrant", "ret_m1d": 0.06004003742593178, "ret_signed_m1d": 0.06004003742593178, "alpha_spy_m1d": 0.05957630541458836, "alpha_c_m1d": 0.053188190971398264, "bench_spy_m1d": 0.0004637320113434207, "bench_c_m1d": 0.006851846454533517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011669100887943262, "ret_signed_p1d": -0.011669100887943262, "alpha_spy_p1d": -0.01311473611339653, "alpha_c_p1d": -0.0026584093521527796, "bench_spy_p1d": 0.0014456352254532678, "bench_c_p1d": -0.009010691535790483, "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": [-0.6117, -0.6447, -0.6004, -0.6074, -0.5809, -0.5809, -0.5666, -0.5479, -0.5186, -0.475, -0.4417, -0.4048, -0.3763, -0.3577, -0.3632, -0.3948, -0.387, -0.3971, -0.3987, -0.3951, -0.4333, -0.4417, -0.4781, -0.4563, -0.4677, -0.405, -0.3206, -0.3225, -0.2487, -0.2884, -0.3181, -0.2833, -0.3102, -0.2018, -0.1483, -0.153, -0.2303, -0.2385, -0.2613, -0.153, -0.1729, -0.1729, -0.1987, -0.1975, -0.1283, -0.11, 0.0187, 0.0035, -0.0307, 0.0, -0.1227, -0.1604, -0.1523, -0.1847, -0.1441, -0.1051, 0.0016, 0.021, 0.0818, 0.1041, 0.1041, 0.0922, 0.06, 0.0, -0.0117, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067347905216655743", "ticker_idx": 0, "ts": "2026-06-17T20:45:24+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are getting closer to flipping $meta boys", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on META, MU, and TSLA — approaching a bullish flip on all three.", "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": "self_thread", "lang": "en", "tweet_text": "We are getting closer to flipping $meta boys. $mu https://t.co/WQJpTgKGAG\n\n---\n\nLooks like we can flip $tsla too", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.016700658505523602, "ret_signed_m1d": -0.016700658505523602, "alpha_spy_m1d": -0.006410651191832262, "alpha_c_m1d": -0.014416508672898343, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.0022841498326252596, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.05950933323407881, "ret_signed_p1w": -0.05950933323407881, "alpha_spy_p1w": -0.04285025162054179, "alpha_c_p1w": -0.026660291196021424, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.032849042038057386, "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": [0.0455, 0.0262, 0.0297, -0.0523, -0.0901, -0.0716, -0.0097, 0.0026, -0.0057, -0.0057, -0.0082, -0.0047, 0.06, 0.0876, 0.0902, 0.0983, 0.1467, 0.1624, 0.1716, 0.1918, 0.1612, 0.1577, 0.1678, 0.1409, 0.1684, 0.1746, 0.162, 0.1581, 0.0591, 0.0536, 0.0565, 0.0471, 0.0608, 0.0676, 0.0552, 0.0365, 0.0437, 0.0673, 0.0704, 0.0631, 0.0579, 0.043, 0.0473, 0.0513, 0.0563, 0.0563, 0.0599, 0.0995, 0.0996, 0.0948, 0.0393, 0.0344, 0.0783, 0.0862, 0.0264, 0.0132, 0.0118, -0.0117, -0.0161, -0.0186, 0.0282, 0.0398, -0.0167, 0.0, 0.0, -0.0232, -0.026, -0.0339, -0.0595, -0.0467, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067347905216655743", "ticker_idx": 1, "ts": "2026-06-17T20:45:24+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": "prediction", "timeline": "unspecified", "summary": "Bullish on META, MU, and TSLA — approaching a bullish flip on all three.", "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": "We are getting closer to flipping $meta boys. $mu https://t.co/WQJpTgKGAG\n\n---\n\nLooks like we can flip $tsla too", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08007129658116141, "ret_signed_m1d": -0.08007129658116141, "alpha_spy_m1d": -0.06978128926747007, "alpha_c_m1d": -0.025652259916965625, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.054419036664195786, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.07016822815422685, "ret_signed_p1w": 0.07016822815422685, "alpha_spy_p1w": 0.08682730976776387, "alpha_c_p1w": 0.10502304998518164, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.034854821830954785, "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": [-0.6436, -0.6514, -0.6632, -0.6867, -0.6851, -0.7162, -0.7021, -0.6756, -0.677, -0.677, -0.6669, -0.667, -0.6413, -0.6283, -0.6291, -0.6238, -0.5894, -0.5977, -0.5968, -0.5987, -0.6046, -0.6037, -0.5701, -0.5752, -0.562, -0.5374, -0.5553, -0.5428, -0.5439, -0.5219, -0.4917, -0.4354, -0.4122, -0.4298, -0.3414, -0.2986, -0.324, -0.2913, -0.3157, -0.361, -0.399, -0.3838, -0.3545, -0.3279, -0.3377, -0.3377, -0.21, -0.1813, -0.1856, -0.1437, -0.0869, -0.0616, -0.048, -0.1217, -0.2381, -0.1629, -0.1747, -0.2135, -0.1218, -0.1344, -0.0406, -0.0999, -0.0801, 0.0, 0.0, 0.0682, -0.0725, -0.0754, 0.0702, -0.0015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2067347905216655743", "ticker_idx": 2, "ts": "2026-06-17T20:45:24+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like we can flip $tsla too", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on META, MU, and TSLA — approaching a bullish flip on all three.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "We are getting closer to flipping $meta boys. $mu https://t.co/WQJpTgKGAG\n\n---\n\nLooks like we can flip $tsla too", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010262392199009152, "ret_signed_m1d": -0.010262392199009152, "alpha_spy_m1d": 2.7615114682189024e-05, "alpha_c_m1d": 0.003991688339521238, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.01425408053853039, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.06334738878827018, "ret_signed_p1w": -0.06334738878827018, "alpha_spy_p1w": -0.04668830717473316, "alpha_c_p1w": -0.03275555956788789, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": -0.030591829220382283, "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": [-0.049, -0.0436, -0.0363, -0.0709, -0.0965, -0.1129, -0.0718, -0.048, -0.0996, -0.0996, -0.119, -0.1344, -0.1429, -0.137, -0.1287, -0.12, -0.0906, -0.0213, -0.0289, 0.0003, -0.02, -0.0351, -0.0324, -0.0668, -0.0604, -0.0545, -0.0611, -0.0691, -0.0471, -0.0241, -0.0199, -0.0278, -0.0044, 0.0282, 0.0696, 0.1111, 0.0823, 0.1118, 0.1069, 0.0543, 0.0237, 0.009, 0.0419, 0.0433, 0.0637, 0.0637, 0.0826, 0.0996, 0.1039, 0.0881, 0.0384, 0.0581, 0.058, 0.0448, -0.0237, 0.0211, -0.0095, -0.0472, -0.0033, 0.0148, 0.0266, 0.0104, -0.0103, 0.0, 0.0, 0.0114, -0.0471, -0.0623, -0.0633, -0.0519, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2058282045588091167", "ticker_idx": 0, "ts": "2026-05-23T20:20:55+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fixed supply, demand naturally overflow back to MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on US onshoring thesis: tariffs + logistics costs favor domestic memory, fixed supply means demand flows back to Micron.", "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": "@anni_sen 1. The US are the biggest spender.\n\n2. The tariffs and proximity to clients (logistic costs) will make a large difference over any inefficiency if there are any.\n\n3. Fixed supply, demand naturally overflow back to MU", "reply_text": null, "parent_text": "My key investment thesis on $MU second only to \nHBM demand &gt;&gt; supply is ONSHORING memory manufacturing to US soil. \n\nIf memory has the longevity in demand, evident by the investments in Fabs, the push to have memory manufactured here in US is geopolitically significant and not", "quoted_text": null, "parent_author": "anni_sen", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.1703688039145126, "alpha_spy_stated": 0.19096733806567934, "alpha_c_stated": 0.1425015839100161, "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": "quote:2050270983089529343", "ticker_idx": 0, "ts": "2026-05-01T17:47:49+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "President Trump is the best Investor Relations you could ask for. $intc", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish INTC; frames Trump as powerful IR catalyst hyping the stock.", "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": "President Trump is the best Investor Relations you could ask for. $intc\n\nDo you guys know how much companies pay for research firm, analysts, market maker to hype their stocks?", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: 🇺🇸 US government says it is up $40,000,000,000 on its 10% ownership stake in Intel $INTC. https://t.co/dbiyKLhzr9", "parent_author": null, "ret_m1d": -0.051596057497848125, "ret_signed_m1d": -0.051596057497848125, "alpha_spy_m1d": -0.04883460891975511, "alpha_c_m1d": -0.04551546815458962, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.006080589343258502, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0385465153725556, "ret_signed_p1d": -0.0385465153725556, "alpha_spy_p1d": -0.03488312322579912, "alpha_c_p1d": -0.03260324375557888, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.00594327161697672, "ret_p1w": 0.2539650143026253, "ret_signed_p1w": 0.2539650143026253, "alpha_spy_p1w": 0.23041683181826422, "alpha_c_p1w": 0.14271012063766553, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.11125489366495978, "ret_p1m": 0.09747037559488336, "ret_signed_p1m": 0.09747037559488336, "alpha_spy_p1m": 0.04489289055863832, "alpha_c_p1m": -0.09473469448205174, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.1922050700769351, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09747037559488336, "alpha_spy_stated": 0.04489289055863832, "alpha_c_stated": -0.09473469448205174, "price_path": [-0.5056, -0.5121, -0.5158, -0.4922, -0.4957, -0.5269, -0.5153, -0.5334, -0.5303, -0.5303, -0.5364, -0.5437, -0.5521, -0.5572, -0.562, -0.537, -0.5294, -0.5437, -0.5422, -0.5433, -0.5674, -0.5425, -0.5387, -0.5641, -0.5425, -0.5304, -0.5184, -0.5458, -0.5406, -0.5407, -0.5577, -0.548, -0.5364, -0.5596, -0.5582, -0.5577, -0.5264, -0.5573, -0.5671, -0.5865, -0.557, -0.5179, -0.4943, -0.4943, -0.4903, -0.4689, -0.4083, -0.3804, -0.3738, -0.3457, -0.3595, -0.3481, -0.3124, -0.3124, -0.3405, -0.3349, -0.3448, -0.3297, -0.1715, -0.1469, -0.1516, -0.0489, -0.0516, 0.0, -0.0385, 0.0856, 0.1344, 0.1004, 0.254, 0.2993, 0.2107, 0.2075, 0.1637, 0.0918, 0.0858, 0.1122, 0.1941, 0.1895, 0.203, 0.203, 0.2399, 0.2223, 0.2135, 0.1512, 0.0975, 0.0834, 0.1314, 0.1221, -0.0045, 0.1069, 0.0833, 0.0745, 0.1741, 0.2505, 0.2835, 0.175, 0.2156, 0.345, 0.345, 0.4148, 0.3278, 0.3215, 0.3338, 0.2881, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069413651845406837", "ticker_idx": 0, "ts": "2026-06-23T13:33:57+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Down or flat & big opportunity cost vs AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish on MSFT: Ackman's bullish analogy to GOOGL/AMZN/META mocked; author sees MSFT as down/flat with large AI opportunity cost.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Is it time to make fun of Bill Ackman @BillAckman? (I like  him though)\n\n\"Like our purchases of $GOOGL $AMZN and $META, we believe that  $MSFT offers analogous and compelling long-term value at today's valuation.\" \n\nDown or flat &amp; big opportunity cost vs AI. https://t.co/hoetUOw9gF", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017649906563686812, "ret_signed_m1d": 0.017649906563686812, "alpha_spy_m1d": 0.03238585534467697, "alpha_c_m1d": 0.03238585534467697, "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": -0.022677464114465473, "ret_signed_p1d": 0.022677464114465473, "alpha_spy_p1d": 0.022213947050822358, "alpha_c_p1d": 0.022213947050822358, "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": [-0.0234, -0.048, -0.0421, -0.0122, -0.0144, -0.0034, -0.0034, -0.005, -0.0066, -0.0011, -0.0045, -0.0104, 0.0257, 0.049, 0.0973, 0.1214, 0.1282, 0.1156, 0.1318, 0.1552, 0.1094, 0.1331, 0.1336, 0.1454, 0.1326, 0.0881, 0.1059, 0.1037, 0.0977, 0.1046, 0.1228, 0.1077, 0.1012, 0.0881, 0.0813, 0.0925, 0.1259, 0.1302, 0.1139, 0.1236, 0.1207, 0.1194, 0.1194, 0.1126, 0.1036, 0.1419, 0.204, 0.2315, 0.1802, 0.1428, 0.1447, 0.1143, 0.1011, 0.0788, 0.0626, 0.0439, 0.0449, 0.069, 0.0532, 0.0133, 0.0146, 0.0146, -0.0176, 0.0, -0.0227, -0.0565, -0.0026, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067792911815557384", "ticker_idx": 0, "ts": "2026-06-19T02:13:42+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'm happy with $CRDO", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long CRDO; author expresses satisfaction with current position.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FeroceResearch i'm happy with $CRDO", "reply_text": null, "parent_text": "Of course the biggest byproducts of memory are going to be rerated every quarter now that the industries are actually seeing uptick in demand\n\nyou know.. that's exactly how Micron started too. I think I know a thing or two about memory. \n\nRerates happen when the industry suddenly https://t.co/MPoEZRZsGU", "quoted_text": null, "parent_author": "FeroceResearch", "ret_m1d": -0.10144784991387545, "ret_signed_m1d": -0.10144784991387545, "alpha_spy_m1d": -0.10460476435347521, "alpha_c_m1d": -0.08794832288594212, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10086931521566433, "ret_signed_p1d": -0.10086931521566433, "alpha_spy_p1d": -0.08634736120517272, "alpha_c_p1d": -0.030815066911853428, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6565, -0.6812, -0.6852, -0.7097, -0.6897, -0.6829, -0.6647, -0.6647, -0.6613, -0.647, -0.6357, -0.6432, -0.6047, -0.5559, -0.4727, -0.4435, -0.4746, -0.4688, -0.4231, -0.394, -0.3736, -0.3867, -0.3553, -0.4033, -0.4515, -0.419, -0.4248, -0.3905, -0.4048, -0.3601, -0.3445, -0.3776, -0.3769, -0.3051, -0.3436, -0.3741, -0.39, -0.4309, -0.4834, -0.4414, -0.3951, -0.3607, -0.278, -0.278, -0.2674, -0.2687, -0.265, -0.2198, -0.2526, -0.243, -0.2906, -0.281, -0.3161, -0.2653, -0.2254, -0.2143, -0.1248, -0.1709, -0.1425, -0.2094, -0.1758, -0.1014, -0.1014, 0.0, -0.1009, -0.1108, -0.114, -0.2133, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2061807746350035125", "ticker_idx": 0, "ts": "2026-06-02T13:50:47+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mvrl is a good business. I mean all hardware will do well for a long time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MRVL; all hardware to do well for a long time.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SacredHill_ Man market is so quick on that. Mvrl is a good business. I mean all hardware will do well for a long time", "reply_text": null, "parent_text": "@DeepValueBagger Your thoughts on $MRVL after what Jensen said?", "quoted_text": null, "parent_author": "SacredHill_", "ret_m1d": -0.24540050817501446, "ret_signed_m1d": -0.24540050817501446, "alpha_spy_m1d": -0.24404440987758524, "alpha_c_m1d": -0.20680570017445765, "bench_spy_m1d": -0.0013560982974292202, "bench_c_m1d": -0.03859480800055681, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03734648726723644, "ret_signed_p1d": 0.03734648726723644, "alpha_spy_p1d": 0.0443636695877363, "alpha_c_p1d": 0.028346309725520102, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.009000177541716337, "ret_p1w": -0.08222429574438317, "ret_signed_p1w": -0.08222429574438317, "alpha_spy_p1w": -0.05257590891970021, "alpha_c_p1w": -0.01705605928005649, "bench_spy_p1w": -0.02964838682468296, "bench_c_p1w": -0.06516823646432668, "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": [-0.7399, -0.6921, -0.6815, -0.6793, -0.6891, -0.6987, -0.698, -0.6852, -0.6879, -0.6988, -0.6923, -0.6978, -0.6901, -0.6825, -0.6616, -0.6643, -0.6739, -0.6982, -0.6595, -0.6332, -0.6318, -0.6318, -0.6236, -0.624, -0.6066, -0.5878, -0.5581, -0.5485, -0.5398, -0.5371, -0.5414, -0.5196, -0.4916, -0.4797, -0.459, -0.4307, -0.435, -0.4559, -0.4731, -0.4616, -0.4321, -0.4328, -0.4372, -0.4197, -0.408, -0.4497, -0.4149, -0.4125, -0.4343, -0.388, -0.3721, -0.3917, -0.4191, -0.3938, -0.3576, -0.3442, -0.3248, -0.3248, -0.2838, -0.3167, -0.2956, -0.295, -0.2454, 0.0, 0.0373, 0.0882, -0.094, -0.0067, -0.0822, -0.1314, -0.0347, -0.0381, 0.0622, -0.0417, -0.0043, 0.0681, 0.0681, 0.0587, -0.0404, -0.0485, -0.0328, -0.0826, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059299366830321716", "ticker_idx": 0, "ts": "2026-05-26T15:43:23+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 is next nvda", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU, likening it to NVDA's trajectory.", "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": "@FrostyFinances I told you mu is next nvda", "reply_text": null, "parent_text": "Analysts are dumb, or they just ran out of money and need to pull it from somewhere.  You need both, idiots.\n$MU $NVDA https://t.co/5lsFh80Pp8", "quoted_text": null, "parent_author": "FrostyFinances", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.1703688039145126, "alpha_spy_stated": 0.19096733806567934, "alpha_c_stated": 0.1425015839100161, "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": "quote:2070483665021182361", "ticker_idx": 0, "ts": "2026-06-26T12:25:48+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Inflows to $MU", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU on AI compute scarcity driving HBM/DRAM pricing power.", "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": "Inflows to $MU", "reply_text": null, "parent_text": null, "quoted_text": "$AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack.\n\n$NVDA captures the silicon margin, $MU captures HBM and DRAM pricing, AWS captures the instance markup https://t.co/5kSeO3vibj", "parent_author": null, "ret_m1d": 0.07173713112924074, "ret_signed_m1d": 0.07173713112924074, "alpha_spy_m1d": 0.06445308384501591, "alpha_c_m1d": 0.0304199189572969, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.04131721217194384, "ret_t0": 0.0, "ret_signed_t0": 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": [-0.7016, -0.6751, -0.6766, -0.6766, -0.6664, -0.6665, -0.6408, -0.6277, -0.6286, -0.6233, -0.5888, -0.5971, -0.5962, -0.5981, -0.604, -0.6031, -0.5695, -0.5746, -0.5613, -0.5367, -0.5546, -0.5421, -0.5433, -0.5212, -0.4909, -0.4346, -0.4113, -0.4289, -0.3405, -0.2976, -0.323, -0.2903, -0.3147, -0.36, -0.3981, -0.3829, -0.3536, -0.327, -0.3368, -0.3368, -0.2088, -0.1801, -0.1844, -0.1425, -0.0855, -0.0603, -0.0466, -0.1204, -0.237, -0.1617, -0.1735, -0.2123, -0.1205, -0.1331, -0.0392, -0.0985, -0.0787, 0.0015, 0.0015, 0.0698, -0.0711, -0.074, 0.0717, 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:2064790543746445331", "ticker_idx": 0, "ts": "2026-06-10T19:23:22+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "FuzzyPanda just dropped a short report. I had no idea that 99% of its net sales is from Trina (fact checked). Yikes.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares FuzzyPanda short report on $TE; endorses bearish thesis citing 99% net sales concentration with Trina and China ties.", "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 was also concerned about $TE's China ties.\n\nFuzzyPanda just dropped a short report. I had no idea that 99% of its net sales is from Trina (fact checked). Yikes.\n\nhttps://t.co/MaSGvxH7z4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09443725967299343, "ret_signed_m1d": -0.09443725967299343, "alpha_spy_m1d": -0.07841916285837569, "alpha_c_m1d": -0.059426009215550524, "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": 0.09573095034015511, "ret_signed_p1d": -0.09573095034015511, "alpha_spy_p1d": -0.07873410245340717, "alpha_c_p1d": -0.06337216979471472, "bench_spy_p1d": 0.016996847886747934, "bench_c_p1d": 0.03235878054544039, "ret_p1w": 0.1694695911445232, "ret_signed_p1w": -0.1694695911445232, "alpha_spy_p1w": -0.14806157299439726, "alpha_c_p1w": -0.11088183212186542, "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": [-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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052788978953117886", "ticker_idx": 0, "ts": "2026-05-08T16:33:26+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Dont fade my picks $mu", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author urges not to fade his long pick on MU.", "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": "Dont fade my picks $mu https://t.co/CoCw3DZ3XK", "reply_text": null, "parent_text": null, "quoted_text": null, "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": "reply:2057506795329880081", "ticker_idx": 0, "ts": "2026-05-21T17:00:21+00:00", "symbol": "semiconductors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "Semi will be higher, and it will be even harder", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Semis will be higher from here; rotation from software to semis is imperfect but semis will recover.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "US semiconductor sector best proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@amitisinvesting There's no perfect rotation (software up, and semi down). Semi will be higher, and it will be even harder.", "reply_text": null, "parent_text": "is everyone okay with realizing that you don’t have to be in every single stock that goes up and you definitely don’t need to sell your losers and chase a winner every other day?\n\nlike if you are in a name that had a great 2025 and is having a bad 2026…you realize you don’t have", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.005670267856931699, "ret_signed_m1d": -0.005670267856931699, "alpha_spy_m1d": -0.0036911050093660913, "alpha_c_m1d": -0.0036911050093660913, "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": 0.014862299022392778, "ret_signed_p1d": 0.014862299022392778, "alpha_spy_p1d": 0.010930749945588847, "alpha_c_p1d": 0.010930749945588847, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.003931549076803931, "ret_p1w": 0.056261907326045746, "ret_signed_p1w": 0.056261907326045746, "alpha_spy_p1w": 0.040266626602038835, "alpha_c_p1w": 0.040266626602038835, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.01599528072400691, "ret_p1m": 0.1620060562248271, "ret_signed_p1m": 0.1620060562248271, "alpha_spy_p1m": 0.1540033077079428, "alpha_c_p1m": 0.1540033077079428, "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": 0.1620060562248271, "alpha_spy_stated": 0.1540033077079428, "alpha_c_stated": 0.1540033077079428, "price_path": [-0.2729, -0.2619, -0.2496, -0.2745, -0.2844, -0.2844, -0.3114, -0.2972, -0.3038, -0.3299, -0.3055, -0.3003, -0.2938, -0.3165, -0.3179, -0.3063, -0.3011, -0.3068, -0.3046, -0.3225, -0.3108, -0.3052, -0.2974, -0.3294, -0.341, -0.3616, -0.3249, -0.3098, -0.3091, -0.3091, -0.3027, -0.2958, -0.2553, -0.2423, -0.2307, -0.2193, -0.2041, -0.2023, -0.1991, -0.1826, -0.183, -0.1818, -0.1603, -0.1515, -0.1082, -0.1085, -0.135, -0.1203, -0.1077, -0.1022, -0.1076, -0.0796, -0.0319, -0.0489, -0.0024, 0.0148, -0.0117, 0.0081, 0.0184, -0.0203, -0.0382, -0.0421, -0.0057, 0.0, 0.0149, 0.0149, 0.0603, 0.0486, 0.0563, 0.0547, 0.0703, 0.1133, 0.1233, 0.105, 0.0032, 0.0533, 0.0407, 0.0053, 0.0732, 0.0917, 0.1395, 0.0847, 0.0988, 0.162, 0.162, 0.1779, 0.0954, 0.0899, 0.1215, 0.077, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062255134277591501", "ticker_idx": 0, "ts": "2026-06-03T19:28:33+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "He is initiating position on $nbis", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NBIS; endorses Ron Baron's new position initiation as a signal of the stock's quality.", "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 a big fan of Ron Baron. He's the few great fund investor that still operate. I own one of their $tsla spacex fund. He's a concentrated style investor. And now he is initiating position on $nbis", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS JUST IN:  Famed Billionaire Ron Baron’s Fund Baron Capital Group initiated a position in Nebius in Q1\n\nFrom Baron Capital:\n\n“Nebius is a Big Idea with a remarkable origin story – the company was born from Yandex, popularly known as the “Google of Russia,” which founder", "parent_author": null, "ret_m1d": 0.03536234168581487, "ret_signed_m1d": 0.03536234168581487, "alpha_spy_m1d": 0.02829557054379417, "alpha_c_m1d": 0.022068233697863926, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.013294107987950943, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03174674580607606, "ret_signed_p1d": 0.03174674580607606, "alpha_spy_p1d": 0.027968060043936926, "alpha_c_p1d": 0.022556871443248472, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.009189874362827588, "ret_p1w": -0.1588922099417367, "ret_signed_p1w": -0.1588922099417367, "alpha_spy_p1w": -0.12069482843507506, "alpha_c_p1w": -0.14934546646961255, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.009546743472124142, "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": [-0.6451, -0.6228, -0.6169, -0.555, -0.5707, -0.5512, -0.4841, -0.5378, -0.5289, -0.5172, -0.5327, -0.5464, -0.5434, -0.5427, -0.5789, -0.5994, -0.6334, -0.5877, -0.5949, -0.5676, -0.5676, -0.5528, -0.5335, -0.5033, -0.4583, -0.424, -0.3859, -0.3566, -0.3374, -0.3431, -0.3756, -0.3676, -0.378, -0.3796, -0.3759, -0.4153, -0.424, -0.4616, -0.439, -0.4508, -0.3862, -0.299, -0.301, -0.2248, -0.2659, -0.2965, -0.2606, -0.2883, -0.1765, -0.1213, -0.1261, -0.2059, -0.2144, -0.2378, -0.1262, -0.1467, -0.1467, -0.1733, -0.1721, -0.1007, -0.0818, 0.051, 0.0354, 0.0, 0.0317, -0.0948, -0.1338, -0.1254, -0.1589, -0.117, -0.0768, 0.0333, 0.0533, 0.1161, 0.1391, 0.1391, 0.1269, 0.0937, 0.0317, 0.0197, -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, null, null, null, null, null, null, null, null, null, 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:2070109244230144046", "ticker_idx": 0, "ts": "2026-06-25T11:37:59+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MU Price Target RAISED BY..... EVERY ANALYSTS!!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses unanimous PT raises on Micron as bullish signal.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU Price Target RAISED BY..... EVERY ANALYSTS!!", "reply_text": null, "parent_text": null, "quoted_text": "$MU | Micron Technology Inc PT &amp; Rating Updates: https://t.co/9Cj8wTlxpm", "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065069761453519311", "ticker_idx": 0, "ts": "2026-06-11T13:52:52+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "1000 shares @ $185", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds 1000 shares of Credo at $185; bullish on strong FY2026 growth and analyst re-rating momentum.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$credo is killing it today. Strong fy2026 growth, analyst re-rating in the past weeks. It's continuing to catch fire.\n\n1000 shares @ $185 https://t.co/btPAoL6ymz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10228137215214617, "ret_signed_m1d": -0.10228137215214617, "alpha_spy_m1d": -0.08556858890009744, "alpha_c_m1d": -0.039043964176825874, "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": -0.0526892721426484, "ret_signed_p1d": -0.0526892721426484, "alpha_spy_p1d": -0.058097520044177786, "alpha_c_p1d": -0.06993434483952887, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.026703340934679742, "ret_signed_p1w": 0.026703340934679742, "alpha_spy_p1w": 0.011923804754725431, "alpha_c_p1w": -0.056043384253095185, "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": [-0.5585, -0.607, -0.6158, -0.5955, -0.6095, -0.603, -0.6212, -0.6075, -0.6357, -0.6403, -0.6683, -0.6455, -0.6377, -0.6168, -0.6168, -0.613, -0.5967, -0.5837, -0.5923, -0.5483, -0.4925, -0.3975, -0.3641, -0.3997, -0.3931, -0.3408, -0.3076, -0.2843, -0.2992, -0.2633, -0.3183, -0.3733, -0.3361, -0.3428, -0.3036, -0.3199, -0.2689, -0.2511, -0.2888, -0.288, -0.206, -0.25, -0.2848, -0.303, -0.3497, -0.4098, -0.3617, -0.3089, -0.2696, -0.1751, -0.1751, -0.1629, -0.1644, -0.1602, -0.1085, -0.146, -0.1351, -0.1895, -0.1785, -0.2186, -0.1605, -0.115, -0.1023, 0.0, -0.0527, -0.0202, -0.0966, -0.0583, 0.0267, 0.0267, 0.1426, 0.0274, 0.016, 0.0124, -0.1011, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069072793765896520", "ticker_idx": 0, "ts": "2026-06-22T14:59:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anthropic is doing more business with $mu, and less so on $googl tpu", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish GOOGL on weak price action and Anthropic shifting AI workloads away from TPUs; bullish MU as the beneficiary of that shift.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Mag7 down alert.\n\n$Googl down 6%. I cut loss on googl last week. Just didnt feel good, weak price action relatively to $spcx. \n\nMy guess: Anthropic is doing more business with $mu, and less so on $googl tpu. https://t.co/A7oZDMvqsM", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1344, 0.0018, -0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062641427335479313", "ticker_idx": 0, "ts": "2026-06-04T21:03:32+00:00", "symbol": "AXP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I rank $axp top. Always wanted to own it. They focus on wealthy clients. Higher margin.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Ranks AXP top among card companies; bullish on its wealthy-client focus and higher margins vs volume-dependent peers.", "resolved_tickers": ["AXP"], "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": "reply_other", "lang": "en", "tweet_text": "@MantisInvests I rank $axp top. Always wanted to own it.  They focus on wealthy clients. Higher margin. Volume etc.   Those businesses are extremely low margin business. It's based on a lot of tx volume.", "reply_text": null, "parent_text": "@DeepValueBagger Might be time to step in on some of the card companies? $AXP, $V, $MA.\n\nDo you have a preference for either of these or any thoughts on this space?", "quoted_text": null, "parent_author": "MantisInvests", "ret_m1d": 0.00601942668880362, "ret_signed_m1d": 0.00601942668880362, "alpha_spy_m1d": -0.020473715913085, "alpha_c_m1d": 0.00812266398344974, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": -0.002103237294646121, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005279032097878611, "ret_signed_p1d": 0.005279032097878611, "alpha_spy_p1d": 0.003014859489107069, "alpha_c_p1d": 0.011588743981817085, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.006309711883938474, "ret_p1w": 0.04757612375287423, "ret_signed_p1w": 0.04757612375287423, "alpha_spy_p1w": 0.041881592746071616, "alpha_c_p1w": 0.027690778182239972, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.01988534557063426, "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": [-0.0272, -0.0181, -0.0313, -0.0375, -0.0431, -0.0365, -0.0554, -0.0536, -0.0518, -0.0312, -0.0309, -0.0366, -0.0393, -0.0622, -0.0454, -0.0294, -0.0327, -0.0337, -0.0337, -0.0159, -0.0117, 0.0183, 0.0229, 0.0091, 0.0424, 0.0525, 0.0592, 0.0486, 0.0677, 0.0618, 0.0616, 0.0716, 0.0254, 0.011, 0.0263, 0.0169, 0.0161, 0.0399, 0.029, 0.0275, 0.017, 0.0362, 0.0258, 0.0173, 0.0053, 0.0117, -0.0034, 0.0068, 0.0091, 0.0051, -0.0043, -0.0027, -0.0031, 0.0036, 0.0036, 0.0002, 0.0061, 0.0144, 0.0187, 0.0093, 0.001, -0.0325, 0.006, 0.0, 0.0053, 0.0249, 0.0086, 0.0252, 0.0476, 0.0796, 0.0968, 0.0962, 0.088, 0.088, 0.0882, 0.0873, 0.1027, 0.1024, 0.0956, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059715138648002711", "ticker_idx": 0, "ts": "2026-05-27T19:15:31+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is a positive direction for $meta", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Views META's paid subscription tiers as a positive development; implicitly bullish on the stock.", "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": "This is a positive direction for $meta. I wanted them to go toward anthropic route.", "reply_text": null, "parent_text": null, "quoted_text": "$META is reportedly testing paid subscription tiers across its apps:\n\n• Instagram Plus: $3.99/month\n• Facebook Plus: $3.99/month\n• WhatsApp Plus: $2.99/month\n\nMeta is turning extra app features into another recurring revenue layer across its massive user base. https://t.co/8dDqYFZCwB", "parent_author": null, "ret_m1d": -0.03607975524844398, "ret_signed_m1d": -0.03607975524844398, "alpha_spy_m1d": -0.03625302743123804, "alpha_c_m1d": -0.02997273072935247, "bench_spy_m1d": 0.00017327218279405976, "bench_c_m1d": -0.0061070245190915085, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 4.712234875481336e-05, "ret_signed_p1d": 4.712234875481336e-05, "alpha_spy_p1d": -0.005469456252155114, "alpha_c_p1d": -0.0034793849470735605, "bench_spy_p1d": 0.005516578600909927, "bench_c_p1d": 0.003526507295828374, "ret_p1w": -0.019330741475927726, "ret_signed_p1w": -0.019330741475927726, "alpha_spy_p1w": -0.024367621135012896, "alpha_c_p1w": 0.016623197531859146, "bench_spy_p1w": 0.0050368796590851694, "bench_c_p1w": -0.03595393900778687, "ret_p1m": -0.1446445498724186, "ret_signed_p1m": -0.1446445498724186, "alpha_spy_p1m": -0.12563182133864048, "alpha_c_p1m": -0.05514400670778896, "bench_spy_p1m": -0.01901272853377811, "bench_c_p1m": -0.08950054316462963, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1446445498724186, "alpha_spy_stated": -0.12563182133864048, "alpha_c_stated": -0.05514400670778896, "price_path": [0.0195, 0.0279, 0.0303, 0.0502, 0.039, 0.0142, 0.0182, 0.0287, 0.03, 0.0037, -0.0347, -0.0123, -0.0198, -0.0308, -0.045, -0.0655, -0.0491, -0.0666, -0.0635, -0.1381, -0.1724, -0.1557, -0.0994, -0.0882, -0.0957, -0.0957, -0.098, -0.0948, -0.036, -0.0108, -0.0085, -0.0011, 0.0429, 0.0572, 0.0655, 0.0839, 0.0561, 0.0529, 0.0621, 0.0376, 0.0626, 0.0683, 0.0568, 0.0533, -0.0368, -0.0417, -0.0391, -0.0477, -0.0352, -0.029, -0.0403, -0.0573, -0.0508, -0.0293, -0.0265, -0.0331, -0.0379, -0.0514, -0.0475, -0.0439, -0.0394, -0.0394, -0.0361, 0.0, 0.0, -0.0043, -0.0548, -0.0592, -0.0193, -0.0121, -0.0665, -0.0785, -0.0798, -0.1012, -0.1052, -0.1075, -0.0649, -0.0543, -0.1057, -0.0905, -0.0905, -0.1116, -0.1142, -0.1213, -0.1446, -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]}
{"unit_id": "reply:2050335965533675948", "ticker_idx": 0, "ts": "2026-05-01T22:06:02+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 is more balanced", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers MU over SNDK on valuation; implies MU is reasonably priced and a better buy.", "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": "@NFTConciergeDoc I saw $gme too.  Kind of weird. I used to work for ebay met John donahue. Proud people, i cant imagine that could possibly work.  Pins buy ebay maybe cause they're tech. Or block buys ebay. Makes no sense.   Sndk valuation little crazy for my taste. Mu is more balanced.", "reply_text": null, "parent_text": "@DeepValueBagger Makes sense\n\nI just saw this so I think we are in dot com territory meaning things are crazy and like $SNDK got bought up on open and ripped 8%.\n\nNow $GME and $EBAY\n\nWhat’s next on your bingo card?", "quoted_text": null, "parent_author": "NFTConciergeDoc", "ret_m1d": -0.05939802152710816, "ret_signed_m1d": -0.05939802152710816, "alpha_spy_m1d": -0.06307488346099799, "alpha_c_m1d": -0.06537682680781298, "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": 0.11059068201928368, "ret_signed_p1d": 0.11059068201928368, "alpha_spy_p1d": 0.10256845329534126, "alpha_c_p1d": 0.07921675272234285, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.37970335718234316, "ret_signed_p1w": 0.37970335718234316, "alpha_spy_p1w": 0.3500519623517333, "alpha_c_p1w": 0.24252624666022515, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.8459536005765014, "ret_signed_p1m": 0.8459536005765014, "alpha_spy_p1m": 0.7880713411221305, "alpha_c_p1m": 0.5984743462245143, "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": 0.8459536005765014, "alpha_spy_stated": 0.7880713411221305, "alpha_c_stated": 0.5984743462245143, "price_path": [-0.3421, -0.3361, -0.3156, -0.335, -0.3528, -0.2885, -0.2822, -0.2862, -0.2862, -0.3068, -0.2701, -0.2763, -0.2575, -0.27, -0.2752, -0.2561, -0.2794, -0.2849, -0.2844, -0.3416, -0.3051, -0.3115, -0.3579, -0.3249, -0.301, -0.274, -0.2971, -0.2611, -0.2339, -0.1994, -0.1993, -0.2296, -0.2667, -0.2988, -0.3141, -0.3374, -0.3836, -0.3806, -0.4418, -0.4139, -0.3619, -0.3647, -0.3647, -0.3447, -0.345, -0.2944, -0.2688, -0.2704, -0.26, -0.1922, -0.2086, -0.2068, -0.2106, -0.2221, -0.2204, -0.1543, -0.1643, -0.1383, -0.09, -0.1252, -0.1006, -0.1029, -0.0594, 0.0, 0.1106, 0.1564, 0.1217, 0.2955, 0.3797, 0.3298, 0.3941, 0.3462, 0.2571, 0.1823, 0.2121, 0.2698, 0.3221, 0.3028, 0.3028, 0.5541, 0.6106, 0.6021, 0.6844, 0.7963, 0.846, 0.8728, 0.7278, 0.4988, 0.6468, 0.6235, 0.5472, 0.7276, 0.7029, 0.8874, 0.7708, 0.8097, 0.9672, 0.9672, 1.1014, 0.8246, 0.8189, 1.1052, 0.9643, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067738750877073750", "ticker_idx": 0, "ts": "2026-06-18T22:38:29+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great hire for $intc. Executive from Sk Hynix. You can bet this guy can move fast.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on INTC; views Seok-Hee Lee hire from SK Hynix as a strong positive that will accelerate execution.", "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": "Great hire for $intc. Executive from Sk Hynix. You can bet this guy can move fast.", "reply_text": null, "parent_text": null, "quoted_text": "📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $INTC Intel Appoints Seok-Hee Lee as EVP of Intel Foundry\n\n👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:\n\n➤  𝐈𝐧𝐭𝐞𝐥 appointed 𝐒𝐞𝐨𝐤-𝐇𝐞𝐞 𝐋𝐞𝐞 as Executive Vice President of Intel Foundry.\n\n➤  Lee will oversee 𝐚𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐩𝐚𝐜𝐤𝐚𝐠𝐢𝐧𝐠, system", "parent_author": null, "ret_m1d": -0.04931174136407124, "ret_signed_m1d": -0.04931174136407124, "alpha_spy_m1d": -0.052468655803670994, "alpha_c_m1d": -0.035812214336137904, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061444611267902016, "ret_signed_p1d": -0.061444611267902016, "alpha_spy_p1d": -0.046922657257410405, "alpha_c_p1d": 0.00860963703590889, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6652, -0.6871, -0.694, -0.7077, -0.6869, -0.6592, -0.6425, -0.6425, -0.6397, -0.6246, -0.5817, -0.5621, -0.5574, -0.5375, -0.5473, -0.5392, -0.514, -0.514, -0.5338, -0.5299, -0.5369, -0.5262, -0.4144, -0.397, -0.4003, -0.3277, -0.3296, -0.2932, -0.3204, -0.2327, -0.1982, -0.2222, -0.1137, -0.0816, -0.1442, -0.1465, -0.1775, -0.2283, -0.2325, -0.2138, -0.156, -0.1592, -0.1497, -0.1497, -0.1236, -0.136, -0.1423, -0.1863, -0.2243, -0.2342, -0.2003, -0.2069, -0.2964, -0.2176, -0.2343, -0.2405, -0.1701, -0.1161, -0.0928, -0.1695, -0.1408, -0.0493, -0.0493, 0.0, -0.0614, -0.0659, -0.0573, -0.0895, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2059301667896721849", "ticker_idx": 0, "ts": "2026-05-26T15:52:32+00:00", "symbol": "SHOP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bloated platform is riped for agentic ai disruption toward custom solution that can be built with a prompt. Maybe not today for everyone but the market is moving fast and you don't see it yet until it kills you", "tweet_type": "analysis", "timeline": "months", "summary": "Bearish SHOP: bloated plug-and-play platform vulnerable to agentic AI disruption that could replace it with custom prompt-built solutions.", "resolved_tickers": ["SHOP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "For some stock like $shop, the price multiples look cheap, revenue looks like it grows ( like $duol), you have to ask yourself why the market is bearish?  Here's my hint to you, look further in the future and how disruptive AI for the business.\n\nShopify big sell is it has hundreds of plug and play features. Most stores only need a few. Bloated platform is riped for agentic ai disruption toward custom solution that can be built with a prompt. Maybe not today for everyone but the market is moving fast and you don't see it yet (unless you're a developer deep in this space) until it kills you.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.018112502366457783, "ret_signed_m1d": 0.018112502366457783, "alpha_spy_m1d": 0.011517641927492273, "alpha_c_m1d": 0.011517641927492273, "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": 0.01620588106305032, "ret_signed_p1d": -0.01620588106305032, "alpha_spy_p1d": -0.016379123227796333, "alpha_c_p1d": -0.016379123227796333, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0001732421647460125, "ret_p1w": 0.11544328345280364, "ret_signed_p1w": -0.11544328345280364, "alpha_spy_p1w": -0.10347938336975337, "alpha_c_p1w": -0.10347938336975337, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.01196390008305026, "ret_p1m": 0.08836984278574578, "ret_signed_p1m": -0.08836984278574578, "alpha_spy_p1m": -0.10896837693691253, "alpha_c_p1m": -0.10896837693691253, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.08836984278574578, "alpha_spy_stated": -0.10896837693691253, "alpha_c_stated": -0.10896837693691253, "price_path": [0.2006, 0.1509, 0.138, 0.1618, 0.2359, 0.2849, 0.2412, 0.2726, 0.2332, 0.2347, 0.2028, 0.1722, 0.2067, 0.2183, 0.1797, 0.1665, 0.1133, 0.1544, 0.1072, 0.1289, 0.1004, 0.0663, 0.0655, 0.1308, 0.1298, 0.1273, 0.1273, 0.1325, 0.1159, 0.1449, 0.0713, 0.0561, 0.096, 0.1214, 0.2146, 0.2101, 0.2502, 0.2883, 0.25, 0.258, 0.1843, 0.1995, 0.1843, 0.1635, 0.156, 0.1547, 0.2171, 0.2159, 0.026, 0.0051, 0.0652, 0.0525, -0.0225, -0.0482, -0.0906, -0.0713, -0.044, -0.0239, -0.0371, 0.001, -0.0004, -0.0181, -0.0181, 0.0, 0.0162, 0.0966, 0.1316, 0.1832, 0.1154, 0.0766, 0.1062, 0.0442, 0.0561, 0.0526, 0.0315, 0.0531, 0.0318, 0.0724, 0.0794, 0.0304, 0.0377, 0.0377, 0.0294, 0.0265, 0.0884, 0.0641, 0.114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2054722668729884743", "ticker_idx": 0, "ts": "2026-05-14T00:37:13+00:00", "symbol": "semiconductors", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I think it will be easy ride up in semi", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long semis, short SaaS: software keeps declining as growth goes negative while semis ride up.", "resolved_tickers": ["SMH"], "resolution_method": "etf", "resolution_reason": "Global semiconductor sector proxied by SMH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@anni_sen I've been warning people too. I think it will be easy ride up in semi. People continue to buy cheap software companies. It keeps going down, and semi keeps going up.  More confused investors.  Reality hits when growth goes negative for software co.", "reply_text": null, "parent_text": "And if you were sold a subscription to buy into $WIX, think again.\nI have repeatedly suggested to stay from SaaS. https://t.co/UrUEwZTDhg", "quoted_text": null, "parent_author": "anni_sen", "ret_m1d": -0.010167037745568264, "ret_signed_m1d": -0.010167037745568264, "alpha_spy_m1d": -0.002334554926868959, "alpha_c_m1d": -0.002334554926868959, "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": -0.03803990555455361, "ret_signed_p1d": -0.03803990555455361, "alpha_spy_p1d": -0.026010561797757403, "alpha_c_p1d": -0.026010561797757403, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.012029343756796207, "ret_p1w": -0.018086283997199915, "ret_signed_p1w": -0.018086283997199915, "alpha_spy_p1w": -0.01080179034859885, "alpha_c_p1w": -0.01080179034859885, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.007284493648601065, "ret_p1m": 0.07196457651994503, "ret_signed_p1m": 0.07196457651994503, "alpha_spy_p1m": 0.08054551439768443, "alpha_c_p1m": 0.08054551439768443, "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": 0.07196457651994503, "alpha_spy_stated": 0.08054551439768443, "alpha_c_stated": 0.08054551439768443, "price_path": [-0.295, -0.2954, -0.2867, -0.2907, -0.2824, -0.2861, -0.2752, -0.2631, -0.2876, -0.2974, -0.2973, -0.3238, -0.3099, -0.3164, -0.342, -0.3181, -0.313, -0.3066, -0.3289, -0.3303, -0.3189, -0.3138, -0.3193, -0.3171, -0.3348, -0.3233, -0.3177, -0.3101, -0.3415, -0.3529, -0.3732, -0.3371, -0.3222, -0.3216, -0.3216, -0.3153, -0.3085, -0.2687, -0.256, -0.2446, -0.2334, -0.2185, -0.2167, -0.2136, -0.1974, -0.1978, -0.1966, -0.1755, -0.1668, -0.1243, -0.1246, -0.1507, -0.1362, -0.1238, -0.1185, -0.1237, -0.0962, -0.0494, -0.0661, -0.0204, -0.0035, -0.0296, -0.0102, 0.0, -0.038, -0.0556, -0.0594, -0.0237, -0.0181, -0.0035, -0.0035, 0.0412, 0.0297, 0.0372, 0.0356, 0.051, 0.0931, 0.103, 0.0851, -0.015, 0.0343, 0.0219, -0.0128, 0.0538, 0.072, 0.1189, 0.0651, 0.0789, 0.141, 0.141, 0.1566, 0.0756, 0.0702, 0.1012, 0.0575, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069894287878226082", "ticker_idx": 0, "ts": "2026-06-24T21:23:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought more calls on $MU today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added long call options on MU today.", "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": "I have a confession to make....\n\nI bought more calls on $MU today. 😎", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067333114087559633", "ticker_idx": 0, "ts": "2026-06-17T19:46:38+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL and $MSFT are heading that way too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "GOOGL and MSFT headed toward being money incinerators like META; implicitly bearish on both.", "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": "reply_other", "lang": "en", "tweet_text": "@anni_sen $GOOGL and $MSFT are heading that way too.", "reply_text": null, "parent_text": "@DeepValueBagger Yep, $META the money incinerator at $569.", "quoted_text": null, "parent_author": "anni_sen", "ret_m1d": 0.026003989204970157, "ret_signed_m1d": -0.026003989204970157, "alpha_spy_m1d": -0.013358199328704412, "alpha_c_m1d": 0.002567473389777586, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.028571462594747743, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011655048612615904, "ret_signed_p1d": -0.011655048612615904, "alpha_spy_p1d": -0.0012580561706563298, "alpha_c_p1d": -0.009365669495062567, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.0022893791175533362, "ret_p1w": -0.05085351319569176, "ret_signed_p1w": 0.05085351319569176, "alpha_spy_p1w": 0.04298396095496293, "alpha_c_p1w": 0.029032717440489075, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": -0.021820795755202682, "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": [-0.1731, -0.1702, -0.2021, -0.2008, -0.2283, -0.2463, -0.2486, -0.21, -0.183, -0.1875, -0.1875, -0.1759, -0.1608, -0.1283, -0.125, -0.1285, -0.1173, -0.0854, -0.0739, -0.0769, -0.0613, -0.073, -0.0871, -0.0678, -0.069, -0.0539, -0.0375, -0.0391, -0.0386, 0.0571, 0.0596, 0.0529, 0.0671, 0.0935, 0.0934, 0.1011, 0.0677, 0.0641, 0.1061, 0.1018, 0.09, 0.0905, 0.065, 0.0684, 0.065, 0.0521, 0.0521, 0.0683, 0.0682, 0.0718, 0.0449, 0.034, -0.0059, -0.0138, 0.0225, 0.0124, -0.0013, 0.0013, -0.0204, -0.0165, -0.0113, 0.0153, 0.026, 0.0, 0.0117, 0.0117, -0.0388, -0.0485, -0.0509, -0.0552, -0.0726, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2067333114087559633", "ticker_idx": 1, "ts": "2026-06-17T19:46:38+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL and $MSFT are heading that way too.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "GOOGL and MSFT headed toward being money incinerators like META; implicitly bearish on both.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@anni_sen $GOOGL and $MSFT are heading that way too.", "reply_text": null, "parent_text": "@DeepValueBagger Yep, $META the money incinerator at $569.", "quoted_text": null, "parent_author": "anni_sen", "ret_m1d": 0.039376059660491514, "ret_signed_m1d": -0.039376059660491514, "alpha_spy_m1d": -0.02673026978422577, "alpha_c_m1d": -0.02673026978422577, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.012645789876265745, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012931572923366996, "ret_signed_p1d": -0.0012931572923366996, "alpha_spy_p1d": 0.009103835149622874, "alpha_c_p1d": 0.009103835149622874, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.010396992441959574, "ret_p1w": -0.03549658778348119, "ret_signed_p1w": 0.03549658778348119, "alpha_spy_p1w": 0.027627035542752365, "alpha_c_p1w": 0.027627035542752365, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": -0.007869552240728828, "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": [0.0056, 0.0086, -0.0184, -0.0229, -0.0362, -0.0605, -0.0547, -0.0252, -0.0273, -0.0165, -0.0165, -0.018, -0.0196, -0.0142, -0.0175, -0.0233, 0.0122, 0.0352, 0.0829, 0.1067, 0.1134, 0.101, 0.117, 0.1401, 0.0949, 0.1182, 0.1187, 0.1304, 0.1178, 0.0739, 0.0914, 0.0892, 0.0833, 0.0901, 0.1081, 0.0932, 0.0867, 0.0738, 0.0671, 0.0782, 0.1111, 0.1154, 0.0993, 0.1088, 0.106, 0.1047, 0.1047, 0.098, 0.0891, 0.1269, 0.1883, 0.2154, 0.1647, 0.1278, 0.1297, 0.0997, 0.0866, 0.0647, 0.0487, 0.0302, 0.0312, 0.055, 0.0394, 0.0, 0.0013, 0.0013, -0.0305, -0.0131, -0.0355, -0.0688, -0.0157, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053325659263394201", "ticker_idx": 0, "ts": "2026-05-10T04:06:00+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bearish of software. They had an advantage preLLM, before Anthropic got big. Anthropic will eat them.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish PLTR: pre-LLM advantage gone as Anthropic displaces them.", "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": "@Learn21Share I'm bearish of software. They had an advantage preLLM, before Anthropic got big.   Anthropic will eat them. Go through my post a few days ago.", "reply_text": null, "parent_text": "@DeepValueBagger How do you feel about PLTR , if I am early investor .. the only mistake is not recognizing the MU and Sandisk early on. Sold some but still holding half , which would have performed better with MU.\n\nDo you see other hardware names like ArM or MRVL doing well ?.", "quoted_text": null, "parent_author": "Learn21Share", "ret_m1d": 0.006647700096185316, "ret_signed_m1d": -0.006647700096185316, "alpha_spy_m1d": -0.00892008763270169, "alpha_c_m1d": -0.00892008763270169, "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": -0.006501566174422324, "ret_signed_p1d": 0.006501566174422324, "alpha_spy_p1d": 0.004986613559835762, "alpha_c_p1d": 0.004986613559835762, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.012783987199961433, "ret_signed_p1w": 0.012783987199961433, "alpha_spy_p1w": 0.011904796538750761, "alpha_c_p1w": 0.011904796538750761, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": -0.03521069535335375, "ret_signed_p1m": 0.03521069535335375, "alpha_spy_p1m": 0.032167298495694774, "alpha_c_p1m": 0.032167298495694774, "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": 0.03521069535335375, "alpha_spy_stated": 0.032167298495694774, "alpha_c_stated": 0.032167298495694774, "price_path": [-0.0088, -0.0567, -0.04, -0.04, -0.0283, -0.011, -0.0146, -0.0121, -0.0459, -0.0588, -0.0197, -0.0069, 0.0022, 0.0605, 0.0755, 0.1191, 0.1153, 0.1481, 0.1427, 0.1041, 0.1075, 0.1213, 0.1027, 0.1156, 0.1329, 0.116, 0.1373, 0.1007, 0.175, 0.1307, 0.132, 0.0779, 0.0451, 0.0048, 0.0686, 0.0701, 0.0845, 0.0845, 0.0806, 0.0963, 0.0283, -0.0468, -0.0645, -0.033, -0.0087, 0.0384, 0.0429, 0.0694, 0.0657, 0.0663, 0.1149, 0.0342, 0.0453, 0.0454, 0.0313, 0.0079, 0.0162, 0.0525, 0.0668, -0.0072, -0.0226, 0.0012, 0.0066, 0.0, -0.0065, -0.05, -0.0231, -0.0212, -0.0128, -0.0119, 0.0019, 0.0038, -0.0001, -0.0001, -0.0021, -0.032, 0.0471, 0.1435, 0.1736, 0.1116, 0.0388, 0.0351, -0.0099, -0.0031, -0.0352, -0.0488, -0.0424, -0.065, -0.0159, -0.0266, -0.0457, -0.0615, -0.0615, -0.127, -0.1475, -0.1709, -0.2164, -0.175, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054619340364775621", "ticker_idx": 0, "ts": "2026-05-13T17:46:38+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is my first time buying $aapl. Lgtm", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiating first-ever AAPL position; looks good to the author.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "This is my first time buying $aapl. Lgtm https://t.co/vB2cU4ITyI", "reply_text": null, "parent_text": null, "quoted_text": "Nvidia $NVDA stock just hit new ALL TIME HIGHS\n\nApple $AAPL stock just hit new ALL TIME HIGHS", "parent_author": null, "ret_m1d": -0.013617985715236758, "ret_signed_m1d": -0.013617985715236758, "alpha_spy_m1d": -0.008054275954385126, "alpha_c_m1d": -0.004288012482997816, "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": -0.00220833028705536, "ret_signed_p1d": -0.00220833028705536, "alpha_spy_p1d": -0.01010264519160986, "alpha_c_p1d": -0.017192730660959277, "bench_spy_p1d": 0.0078943149045545, "bench_c_p1d": 0.014984400373903917, "ret_p1w": 0.011309281420127881, "ret_signed_p1w": 0.011309281420127881, "alpha_spy_p1w": 0.012737222220185251, "alpha_c_p1w": 0.009669543332481378, "bench_spy_p1w": -0.0014279408000573701, "bench_c_p1w": 0.0016397380876465029, "ret_p1m": -0.010840801309293657, "ret_signed_p1m": -0.010840801309293657, "alpha_spy_p1m": -0.0047113394579909595, "alpha_c_p1m": -0.04680343131373632, "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": -0.010840801309293657, "alpha_spy_stated": -0.0047113394579909595, "alpha_c_stated": -0.04680343131373632, "price_path": [-0.145, -0.145, -0.1179, -0.1163, -0.1289, -0.1155, -0.1102, -0.0903, -0.0833, -0.0876, -0.1169, -0.1151, -0.1183, -0.1224, -0.1299, -0.1393, -0.1313, -0.1281, -0.1281, -0.145, -0.1639, -0.1549, -0.1501, -0.1645, -0.1678, -0.171, -0.1593, -0.1588, -0.1555, -0.1546, -0.1683, -0.1756, -0.1516, -0.1455, -0.1445, -0.1445, -0.1347, -0.1526, -0.1345, -0.1292, -0.1293, -0.1335, -0.1348, -0.1094, -0.1195, -0.0967, -0.0872, -0.1102, -0.0868, -0.086, -0.0939, -0.1054, -0.0951, -0.0969, -0.0929, -0.0635, -0.0746, -0.05, -0.0389, -0.0391, -0.0195, -0.0207, -0.0136, 0.0, -0.0022, 0.0046, -0.0034, 0.0003, 0.0113, 0.0205, 0.0333, 0.0333, 0.0317, 0.0401, 0.0456, 0.0441, 0.0249, 0.0546, 0.0381, 0.0414, 0.0283, 0.0089, -0.0278, -0.0244, -0.0108, -0.0259, -0.0082, 0.0012, -0.0098, -0.0029, -0.0029, -0.0062, -0.0153, -0.0194, -0.0794, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059289765879697890", "ticker_idx": 0, "ts": "2026-05-26T15:05:14+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Im still accumulating", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still adding to MU position; ongoing accumulation signals continued bullish conviction.", "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": "@RealAdrianWach Im still accumulating", "reply_text": null, "parent_text": "@DeepValueBagger you trimming some $MU here @ 880? What a god tier morning.", "quoted_text": null, "parent_author": "RealAdrianWach", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.1703688039145126, "alpha_spy_stated": 0.19096733806567934, "alpha_c_stated": 0.1425015839100161, "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:2059241965720572028", "ticker_idx": 0, "ts": "2026-05-26T11:55:18+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is so easy and obvious that people keeps ignoring it. $mu", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish MU; author finds the opportunity obvious and underappreciated by the market.", "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": "It is so easy and obvious that people keeps ignoring it. $mu https://t.co/8sM2UFVBp0", "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.1703688039145126, "alpha_spy_stated": 0.19096733806567934, "alpha_c_stated": 0.1425015839100161, "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:2063982883098804345", "ticker_idx": 0, "ts": "2026-06-08T13:54:00+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 bear scare (esp with SK Hynix x Nvidia) is greatly exaggerated", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bear case on MU from SK Hynix/Nvidia partnership overstated; bullish MU.", "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": "As I shared to my subscribers, $MU bear scare (esp with SK Hynix x Nvidia) is greatly exaggerated... https://t.co/2OzyVUbTpT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08982599117186618, "ret_signed_m1d": -0.08982599117186618, "alpha_spy_m1d": -0.08756693345968813, "alpha_c_m1d": -0.042230077066383376, "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": -0.014105442266972967, "ret_signed_p1d": -0.014105442266972967, "alpha_spy_p1d": -0.011169991716165173, "alpha_c_p1d": -0.0021521794277381545, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.011953262839234813, "ret_p1w": 0.14612122519868187, "ret_signed_p1w": 0.14612122519868187, "alpha_spy_p1w": 0.12500429210006758, "alpha_c_p1w": 0.06430364355053464, "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": [-0.5591, -0.5732, -0.5513, -0.5348, -0.5138, -0.5138, -0.5322, -0.5547, -0.5742, -0.5835, -0.5977, -0.6257, -0.6239, -0.661, -0.6441, -0.6125, -0.6142, -0.6142, -0.6021, -0.6022, -0.5715, -0.556, -0.5569, -0.5506, -0.5095, -0.5194, -0.5183, -0.5206, -0.5276, -0.5266, -0.4865, -0.4925, -0.4767, -0.4474, -0.4688, -0.4538, -0.4552, -0.4288, -0.3928, -0.3256, -0.2978, -0.3188, -0.2133, -0.1622, -0.1925, -0.1534, -0.1825, -0.2366, -0.282, -0.2639, -0.2289, -0.1972, -0.2089, -0.2089, -0.0563, -0.022, -0.0271, 0.0229, 0.0908, 0.121, 0.1373, 0.0492, -0.0898, 0.0, -0.0141, -0.0605, 0.0491, 0.0341, 0.1461, 0.0753, 0.0989, 0.1946, 0.1946, 0.2761, 0.108, 0.1045, 0.2784, 0.1928, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2054712908882276826", "ticker_idx": 0, "ts": "2026-05-13T23:58:26+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "There is a lot of expectation riding on $ASTS given the debt, and valuation. The world is dynamic - SpaceX, Amazon are huge threats. They have NOT provided any technical data on data handoff... Then use case don't make sense... Your backers are dying. I have a graph showing for 30 years, it's a zero growth business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ASTS: overvalued given debt load, SpaceX/Amazon competitive threats, unproven data-handoff tech, weak use-case, and backers in a zero-growth 30-year business.", "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": "reply_other", "lang": "en", "tweet_text": "There is a lot of expectation riding on $ASTS given the debt, and valuation. \n\nThe world is dynamic - SpaceX, Amazon are huge threats.  \n\nThey have NOT provided any technical data on data handoff (multiple satellites handing off to the client, eg latency, throughput).  That is arguable one the hardest thing to do in distributed systems (I should know, my masters of engineering was on it).  \n\nThen use case don't make sense. No one does voice anymore. Most is done via text so SpaceX doing D2D makes a lot sense. There are also alternative solutions like using a local Starlink dish, and distribute the communication. Like people use on boat, why would people need it on a phone. \n\nYour backers are dying. I have a graph showing for 30 years, it's a zero growth business. They are supporting purely out relevancy.", "reply_text": null, "parent_text": "@DeepValueBagger Why so bearish on ASTS, genuinely curious? D2D won’t be winner-takes-all — throughput constraints in dense metro areas make that pretty clear technologically. ASTS arguably has the stronger D2D tech moat + a model that removes distribution capex. What am I missing?", "quoted_text": null, "parent_author": "Tanner35794102", "ret_m1d": -0.0987833317264517, "ret_signed_m1d": 0.0987833317264517, "alpha_spy_m1d": 0.0909508489077524, "alpha_c_m1d": 0.0909508489077524, "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": 0.007950801297796684, "ret_signed_p1d": -0.007950801297796684, "alpha_spy_p1d": -0.01998014505459289, "alpha_c_p1d": -0.01998014505459289, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.012029343756796207, "ret_p1w": 0.15925793133949506, "ret_signed_p1w": -0.15925793133949506, "alpha_spy_p1w": -0.16654242498809613, "alpha_c_p1w": -0.16654242498809613, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.007284493648601065, "ret_p1m": -0.007228026245998831, "ret_signed_p1m": 0.007228026245998831, "alpha_spy_p1m": -0.001352911631740561, "alpha_c_p1m": -0.001352911631740561, "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": 0.007228026245998831, "alpha_spy_stated": -0.001352911631740561, "alpha_c_stated": -0.001352911631740561, "price_path": [-0.006, 0.0002, 0.0171, 0.0408, -0.0339, 0.0107, 0.0339, -0.0078, 0.0331, -0.046, 0.0471, 0.1165, 0.2636, 0.1307, 0.0779, 0.0813, 0.0545, 0.0626, 0.0492, 0.0401, 0.0735, 0.1529, 0.0931, 0.1335, 0.0834, 0.0652, 0.0478, 0.1572, 0.0584, -0.0523, -0.1107, -0.0017, 0.0118, 0.1158, 0.1158, 0.1422, 0.1152, 0.162, 0.1036, 0.1432, 0.1923, 0.067, 0.047, 0.0955, 0.0304, -0.0242, -0.0361, 0.0199, -0.0513, -0.0796, -0.07, -0.1341, -0.1585, -0.1097, -0.146, -0.1756, -0.2306, -0.1485, -0.2127, -0.0959, -0.0055, -0.1211, -0.0988, 0.0, 0.008, 0.046, 0.0613, 0.0791, 0.1593, 0.2753, 0.2753, 0.442, 0.5613, 0.6033, 0.3662, 0.2727, 0.4236, 0.2978, 0.2925, 0.1276, 0.109, 0.0687, 0.0519, 0.1753, -0.0072, 0.0549, -0.0092, 0.0292, -0.0283, -0.0283, -0.1183, -0.1222, -0.1807, -0.2095, -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, null]}
{"unit_id": "quote:2069919155789160636", "ticker_idx": 0, "ts": "2026-06-24T23:02:38+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "little nervous tbh but in my experience, the best bets always feel uncomfortable", "tweet_type": "prediction", "timeline": "days", "summary": "Implicitly long MU into earnings; discomfort signals it's a high-conviction bet worth holding.", "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": "bro trying to guess the price of oil when the most consequential AI company is about to report. \n\nlittle nervous tbh but in my experience, the best bets always feel uncomfortable.", "reply_text": null, "parent_text": null, "quoted_text": "well given the price action in today’s global equity markets it might be fair to say that people are a little nervous going into $MU earnings\n\nwhich is a far better reason for a selloff than rate hikes…\n\ncrude hit BELOW $70 today and we are still talking about rate hikes?!", "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065241898076258420", "ticker_idx": 0, "ts": "2026-06-12T01:16:53+00:00", "symbol": "VRT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just $vrt $mu and $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds VRT, MU, and RKLB in a small account, up 136% YTD — ongoing long positions.", "resolved_tickers": ["VRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "People say I don't know what it's like to invest with a smaller account. Allow me to show you the baby/diaper account. Just $vrt $mu and $rklb.  136% ytd https://t.co/zb3qpq3Jg9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01647568426123569, "ret_signed_m1d": -0.01647568426123569, "alpha_spy_m1d": -0.011096528169352138, "alpha_c_m1d": -0.010629339539871885, "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": 0.03012805395479723, "ret_signed_p1d": 0.03012805395479723, "alpha_spy_p1d": 0.012494084061043909, "alpha_c_p1d": 0.015938098325269268, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": 0.0998754331118139, "ret_signed_p1w": 0.0998754331118139, "alpha_spy_p1w": 0.09055455445582083, "alpha_c_p1w": 0.07302784639925308, "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1138, -0.126, -0.1113, -0.1551, -0.1548, -0.1056, -0.0882, -0.1666, -0.171, -0.2267, -0.1726, -0.1436, -0.1373, -0.1373, -0.1457, -0.134, -0.0721, -0.0503, -0.0256, -0.0096, 0.0252, -0.0056, -0.0289, 0.0148, 0.0381, 0.0316, 0.0075, 0.0623, 0.068, 0.0646, 0.0071, 0.0109, 0.0846, 0.084, 0.0928, 0.126, 0.1851, 0.1226, 0.1225, 0.2148, 0.2122, 0.2216, 0.2422, 0.2247, 0.1217, 0.0652, 0.0423, 0.0678, 0.0812, 0.0812, 0.0695, 0.0558, 0.0373, 0.0424, 0.0678, 0.1044, 0.0943, 0.0695, -0.0078, -0.0076, -0.0441, -0.0723, -0.0165, 0.0, 0.0301, -0.0106, 0.0488, 0.0999, 0.0999, 0.1821, 0.0512, 0.045, 0.0752, 0.0038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065241898076258420", "ticker_idx": 1, "ts": "2026-06-12T01:16:53+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just $vrt $mu and $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds VRT, MU, and RKLB in a small account, up 136% YTD — ongoing long positions.", "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": "People say I don't know what it's like to invest with a smaller account. Allow me to show you the baby/diaper account. Just $vrt $mu and $rklb.  136% ytd https://t.co/zb3qpq3Jg9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014527164534209325, "ret_signed_m1d": 0.014527164534209325, "alpha_spy_m1d": 0.019906320626092877, "alpha_c_m1d": 0.03147988631162835, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.016952721777419022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10837298567690579, "ret_signed_p1d": 0.10837298567690579, "alpha_spy_p1d": 0.09073901578315247, "alpha_c_p1d": 0.06459604417844522, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.15523477466280844, "ret_signed_p1w": 0.15523477466280844, "alpha_spy_p1w": 0.14591389600681537, "alpha_c_p1w": 0.09084355346255335, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.06439122120025509, "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": [-0.5299, -0.5298, -0.5476, -0.5694, -0.5882, -0.5972, -0.6109, -0.638, -0.6362, -0.6722, -0.6558, -0.6253, -0.6269, -0.6269, -0.6152, -0.6153, -0.5857, -0.5706, -0.5715, -0.5654, -0.5256, -0.5352, -0.5342, -0.5364, -0.5432, -0.5422, -0.5034, -0.5093, -0.494, -0.4656, -0.4863, -0.4718, -0.4732, -0.4476, -0.4128, -0.3478, -0.3209, -0.3413, -0.2392, -0.1898, -0.2191, -0.1813, -0.2095, -0.2618, -0.3057, -0.2882, -0.2543, -0.2236, -0.2349, -0.2349, -0.0873, -0.0542, -0.0592, -0.0108, 0.0549, 0.084, 0.0998, 0.0147, -0.1198, -0.0329, -0.0466, -0.0914, 0.0145, 0.0, 0.1084, 0.0399, 0.0627, 0.1552, 0.1552, 0.2341, 0.0715, 0.0682, 0.2363, 0.1535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2065241898076258420", "ticker_idx": 2, "ts": "2026-06-12T01:16:53+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just $vrt $mu and $rklb", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds VRT, MU, and RKLB in a small account, up 136% YTD — ongoing long positions.", "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 say I don't know what it's like to invest with a smaller account. Allow me to show you the baby/diaper account. Just $vrt $mu and $rklb.  136% ytd https://t.co/zb3qpq3Jg9", "reply_text": null, "parent_text": null, "quoted_text": null, "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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:2065130375932706860", "ticker_idx": 0, "ts": "2026-06-11T17:53:44+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Intel is well capitalized and do not need to do any major fund raising.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dismisses dilution thesis; bullish INTC — well capitalized, no need for equity raise.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I didn't read this article but the brief is telling. \n\n\"You should sell your $INTC because Intel will raise soon\".\n\nNice try SemiAnalysis. Intel is well capitalized and do not need to do any major fund raising.", "reply_text": null, "parent_text": null, "quoted_text": "Intel Should Raise Capital\nIntel's woes are behind them. \nThe heavy spending is ahead of them. \nWhy an equity issuance in a hot equity market could make Intel so much better sooner.\n\nhttps://t.co/xAwhzJ7fAN", "parent_author": null, "ret_m1d": -0.08481530648594426, "ret_signed_m1d": -0.08481530648594426, "alpha_spy_m1d": -0.06810252323389554, "alpha_c_m1d": -0.021577898510623972, "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": 0.06506498520793724, "ret_signed_p1d": 0.06506498520793724, "alpha_spy_p1d": 0.05965673730640786, "alpha_c_p1d": 0.04781991251105677, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.14560539109094672, "ret_signed_p1w": 0.14560539109094672, "alpha_spy_p1w": 0.1308258549109924, "alpha_c_p1w": 0.0628586659031718, "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": [-0.6088, -0.6233, -0.615, -0.6052, -0.6249, -0.6237, -0.6233, -0.5966, -0.6229, -0.6312, -0.6478, -0.6227, -0.5893, -0.5693, -0.5693, -0.5658, -0.5476, -0.496, -0.4723, -0.4667, -0.4427, -0.4544, -0.4448, -0.4143, -0.4143, -0.4383, -0.4335, -0.4419, -0.429, -0.2943, -0.2733, -0.2774, -0.1899, -0.1922, -0.1483, -0.1811, -0.0753, -0.0338, -0.0628, 0.0681, 0.1067, 0.0312, 0.0285, -0.0088, -0.07, -0.0752, -0.0527, 0.0171, 0.0132, 0.0246, 0.0246, 0.0561, 0.0411, 0.0336, -0.0195, -0.0652, -0.0772, -0.0363, -0.0443, -0.1521, -0.0572, -0.0773, -0.0848, 0.0, 0.0651, 0.0932, 0.0008, 0.0354, 0.1456, 0.1456, 0.205, 0.131, 0.1256, 0.136, 0.0971, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2049900466373370136", "ticker_idx": 0, "ts": "2026-04-30T17:15:31+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Interesting I'm not the only one. $meta. You can hate them but sometimes they're right.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Author endorses JPM's downgrade of META, agreeing that heavy AI capex faces challenging return path beyond advertising.", "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": "Interesting I'm not the only one. $meta.\n\nYou can hate them but sometimes they're right.", "reply_text": null, "parent_text": null, "quoted_text": "JPM d/g $META: \"believe full-stack AI competition is intensifying and Meta has a more challenging path to returns on heavy AI capex beyond advertising\" https://t.co/rqHNYeSAl7", "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": "quote:2056577569240006975", "ticker_idx": 0, "ts": "2026-05-19T03:27:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This can't be good for $hims shareholders even if its for \"growth\". This much dilution will only drive investors out and make it difficult in future to raise funds.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: $300M convertible note dilution will drive investors out and impair future fundraising.", "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": "This can't be good for $hims shareholders even if its for \"growth\". This much dilution will only drive investors out and make it difficult in future to raise funds. \n\nBuild a robust, profitable business and do half share, half cash. Even Cohen knows this 😁", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS ANNOUNCES $300 MILLION CONVERTIBLE NOTES OFFERING\n\n- To support international expansion (incl. Eucalyptus acquisition), AI investments, and preserve financial flexibility \n- Due 2032 https://t.co/3Un0OQTQMO", "parent_author": null, "ret_m1d": -0.006684474819981245, "ret_signed_m1d": 0.006684474819981245, "alpha_spy_m1d": 0.013389926500147142, "alpha_c_m1d": 0.013389926500147142, "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": 0.026737984277633853, "ret_signed_p1d": -0.026737984277633853, "alpha_spy_p1d": -0.0164889896950704, "alpha_c_p1d": -0.0164889896950704, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.06283421630369945, "ret_signed_p1w": -0.06283421630369945, "alpha_spy_p1w": -0.03985568872754808, "alpha_c_p1w": -0.03985568872754808, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.421122933631324, "ret_signed_p1m": -0.421122933631324, "alpha_spy_p1m": -0.4112691672210984, "alpha_c_p1m": -0.4112691672210984, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.421122933631324, "alpha_spy_stated": -0.4112691672210984, "alpha_c_stated": -0.4112691672210984, "price_path": [-0.295, -0.3035, -0.3088, -0.3111, -0.295, -0.3048, -0.3529, -0.2656, -0.295, -0.2669, -0.2923, -0.2986, -0.0125, 0.0459, 0.1533, 0.0624, 0.1038, 0.1087, 0.1132, 0.0316, 0.0766, -0.0187, 0.0009, -0.049, -0.0713, -0.0704, -0.1364, -0.1631, -0.0749, -0.1159, -0.1471, -0.1471, -0.094, -0.131, -0.1359, -0.1199, -0.1341, -0.0575, -0.0481, 0.0824, 0.2028, 0.2843, 0.3819, 0.3262, 0.2928, 0.2545, 0.3619, 0.3097, 0.2438, 0.1734, 0.2108, 0.2215, 0.2152, 0.1734, 0.1979, 0.143, 0.2598, 0.2986, 0.1154, 0.0758, 0.0802, 0.1163, -0.0067, 0.0, 0.0267, 0.07, 0.0584, 0.0584, 0.0628, 0.123, 0.131, 0.1653, 0.2371, 0.2259, 0.2259, 0.2482, 0.1671, 0.2108, 0.2914, 0.238, 0.2865, 0.1952, 0.3445, 0.4024, 0.4211, 0.5807, 0.5807, 0.4947, 0.4688, 0.4572, 0.4577, 0.5125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056052167295828305", "ticker_idx": 0, "ts": "2026-05-17T16:40:10+00:00", "symbol": "ETH-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "See you in 4 years... $ETH", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish ETH on 4-year crypto cycle thesis; implying next cycle high in ~4 years.", "resolved_tickers": ["ETH-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": "Crypto price moves in a 4 year cycle...\n\nSee you in 4 years... $ETH https://t.co/924qYjulDI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.044544057500445655, "ret_signed_m1d": 0.044544057500445655, "alpha_spy_m1d": 0.04384005290892401, "alpha_c_m1d": 0.04384005290892401, "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": -0.008716046816836354, "ret_signed_p1d": -0.008716046816836354, "alpha_spy_p1d": -0.002055258729342979, "alpha_c_p1d": -0.002055258729342979, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0066607880874933745, "ret_p1w": -0.008055260585598134, "ret_signed_p1w": -0.008055260585598134, "alpha_spy_p1w": -0.01751848069497819, "alpha_c_p1w": -0.01751848069497819, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.009463220109380055, "ret_p1m": -0.15885147301076508, "ret_signed_p1m": -0.15885147301076508, "alpha_spy_p1m": -0.1746641551009147, "alpha_c_p1m": -0.1746641551009147, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.082, -0.0847, -0.0749, -0.1283, -0.1295, -0.0347, -0.0478, -0.0929, -0.0476, -0.0685, -0.0009, -0.0267, -0.0704, -0.0637, -0.0429, -0.0361, -0.026, -0.0169, 0.1046, 0.089, 0.0353, 0.0042, 0.0084, 0.0111, 0.0128, 0.0186, -0.0324, -0.0645, -0.0493, -0.0112, 0.0048, -0.0337, -0.0353, -0.0098, 0.0532, 0.029, 0.0285, 0.0548, 0.1138, 0.0915, 0.1085, 0.1034, 0.1374, 0.0877, 0.0937, 0.1163, 0.0954, 0.0879, 0.082, 0.0756, 0.0587, 0.06, 0.0783, 0.1024, 0.1093, 0.1044, 0.0764, 0.0838, 0.0991, 0.0687, 0.0606, 0.0716, 0.0445, 0.0, -0.0087, -0.0007, 0.0014, -0.03, -0.0081, -0.0271, -0.0499, -0.0568, -0.0548, -0.0589, -0.1272, -0.1488, -0.1686, -0.2573, -0.2059, -0.2306, -0.2388, -0.2143, -0.2177, -0.1567, -0.1589, -0.1788, -0.1968, -0.1962, -0.1889, -0.2176, -0.2389, -0.2648, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2069917511349317653", "ticker_idx": 0, "ts": "2026-06-24T22:56:06+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm overweight on $mu", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds overweight position in Micron.", "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": "@amitisinvesting I'm overweight on $mu https://t.co/lK1WZy3mDB", "reply_text": null, "parent_text": "$MU\n\nMICRON Q1 2026 EARNINGS:\n\n- Major Q3 beat, reporting adjusted gross margin of 84.9%, above the 81.9% consensus.\n\n- Q3 revenue came in at $41.46B, ahead of expectations of $35.59B.\n\n- Adjusted EPS was $25.11, beating the $20.60 consensus estimate.\n\n- For Q4, Micron guided", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053568603283128627", "ticker_idx": 1, "ts": "2026-05-10T20:11:23+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC > $TSM", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy American mandate benefits MU over SK Hynix/Samsung and INTC over TSM for federal procurement.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "MUST BUY AMERICAN! \n\n$MU &gt; SK Hynix / Samsung \n$INTC &gt; $TSM", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN - Trump: \"ALL FEDERAL AGENCIES MUST BUY AMERICAN — NO EXCUSES!\" https://t.co/xX1SscfhVK", "parent_author": null, "ret_m1d": -0.03491968624233466, "ret_signed_m1d": -0.03491968624233466, "alpha_spy_m1d": -0.032647298705818284, "alpha_c_m1d": -0.017966970563900397, "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": -0.06821694734633343, "ret_signed_p1d": -0.06821694734633343, "alpha_spy_p1d": -0.06670199473174687, "alpha_c_p1d": -0.042085182111664565, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.16432326847405043, "ret_signed_p1w": -0.16432326847405043, "alpha_spy_p1w": -0.16344407781283976, "alpha_c_p1w": -0.11200763185177032, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.16625466522377752, "ret_signed_p1m": -0.16625466522377752, "alpha_spy_p1m": -0.16321126836611854, "alpha_c_p1m": -0.19176179206402755, "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": -0.16625466522377752, "alpha_spy_stated": -0.16321126836611854, "alpha_c_stated": -0.19176179206402755, "price_path": [-0.6269, -0.6409, -0.6385, -0.6385, -0.6432, -0.6488, -0.6553, -0.6592, -0.6629, -0.6437, -0.6378, -0.6488, -0.6476, -0.6485, -0.667, -0.6479, -0.645, -0.6646, -0.6479, -0.6386, -0.6293, -0.6504, -0.6464, -0.6465, -0.6596, -0.6521, -0.6432, -0.6611, -0.66, -0.6596, -0.6355, -0.6593, -0.6668, -0.6818, -0.6591, -0.6289, -0.6108, -0.6108, -0.6077, -0.5912, -0.5446, -0.5232, -0.5181, -0.4964, -0.507, -0.4983, -0.4708, -0.4708, -0.4924, -0.4881, -0.4958, -0.4841, -0.3623, -0.3434, -0.347, -0.268, -0.2701, -0.2304, -0.26, -0.1645, -0.1269, -0.1531, -0.0349, 0.0, -0.0682, -0.0707, -0.1044, -0.1597, -0.1643, -0.144, -0.081, -0.0845, -0.0742, -0.0742, -0.0457, -0.0593, -0.0661, -0.114, -0.1554, -0.1662, -0.1292, -0.1364, -0.2339, -0.1481, -0.1663, -0.1731, -0.0964, -0.0376, -0.0122, -0.0957, -0.0644, 0.0352, 0.0352, 0.0888, 0.0219, 0.0171, 0.0265, -0.0087, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056800705814352046", "ticker_idx": 0, "ts": "2026-05-19T18:14:36+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "actually i own it, i just don't talk about it", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses holding CRDO; ongoing long position.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio actually i own it, i just don't talk about it 😃", "reply_text": null, "parent_text": "Everytime I go into $CRDO, it doesn't let me scale into a big position. Nice.", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.07527073085524971, "ret_signed_m1d": -0.07527073085524971, "alpha_spy_m1d": -0.08197618253541561, "alpha_c_m1d": -0.07931505595821775, "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": 0.08278590318727996, "ret_signed_p1d": 0.08278590318727996, "alpha_spy_p1d": 0.07253690860471651, "alpha_c_p1d": 0.044731725792391375, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.31155685061276683, "ret_signed_p1w": 0.31155685061276683, "alpha_spy_p1w": 0.28857832303661546, "alpha_c_p1w": 0.2046004745452885, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.10695637606747832, "ret_p1m": 0.4754127091920861, "ret_signed_p1m": 0.4754127091920861, "alpha_spy_p1m": 0.4655589427818605, "alpha_c_p1m": 0.3283247882079028, "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": 0.4754127091920861, "alpha_spy_stated": 0.4655589427818605, "alpha_c_stated": 0.3283247882079028, "price_path": [-0.2268, -0.2659, -0.2659, -0.285, -0.2694, -0.3226, -0.3356, -0.3241, -0.4242, -0.3932, -0.321, -0.3501, -0.3137, -0.3353, -0.3141, -0.3398, -0.3036, -0.3084, -0.3842, -0.3981, -0.3663, -0.3881, -0.3781, -0.4065, -0.3851, -0.4293, -0.4364, -0.4804, -0.4445, -0.4324, -0.3997, -0.3997, -0.3937, -0.3681, -0.3478, -0.3613, -0.2923, -0.2049, -0.056, -0.0038, -0.0595, -0.0491, 0.0328, 0.0848, 0.1213, 0.0979, 0.1542, 0.0681, -0.0182, 0.0401, 0.0297, 0.0911, 0.0655, 0.1455, 0.1734, 0.1142, 0.1155, 0.244, 0.175, 0.1205, 0.092, 0.0188, -0.0753, 0.0, 0.0828, 0.1444, 0.2924, 0.2924, 0.3116, 0.3091, 0.3158, 0.3967, 0.3379, 0.3551, 0.2699, 0.2871, 0.2243, 0.3153, 0.3866, 0.4065, 0.5667, 0.4842, 0.5351, 0.4153, 0.4754, 0.6086, 0.6086, 0.7902, 0.6096, 0.5918, 0.5861, 0.4084, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065289077918687643", "ticker_idx": 0, "ts": "2026-06-12T04:24:22+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Daiwa initiates buy on $MU at $1600. Bawler move!", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares and endorses Daiwa's Buy initiation on Micron with $1600 PT.", "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": "Daiwa initiates buy on $MU at $1600. Bawler move!", "reply_text": null, "parent_text": null, "quoted_text": "$MU | Daiwa 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐧 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲, 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟔𝟎𝟎 https://t.co/2bg0eLiIll", "parent_author": null, "ret_m1d": 0.014527164534209325, "ret_signed_m1d": 0.014527164534209325, "alpha_spy_m1d": 0.019906320626092877, "alpha_c_m1d": 0.03147988631162835, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.016952721777419022, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10837298567690579, "ret_signed_p1d": 0.10837298567690579, "alpha_spy_p1d": 0.09073901578315247, "alpha_c_p1d": 0.06459604417844522, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.15523477466280844, "ret_signed_p1w": 0.15523477466280844, "alpha_spy_p1w": 0.14591389600681537, "alpha_c_p1w": 0.09084355346255335, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.06439122120025509, "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": [-0.5299, -0.5298, -0.5476, -0.5694, -0.5882, -0.5972, -0.6109, -0.638, -0.6362, -0.6722, -0.6558, -0.6253, -0.6269, -0.6269, -0.6152, -0.6153, -0.5857, -0.5706, -0.5715, -0.5654, -0.5256, -0.5352, -0.5342, -0.5364, -0.5432, -0.5422, -0.5034, -0.5093, -0.494, -0.4656, -0.4863, -0.4718, -0.4732, -0.4476, -0.4128, -0.3478, -0.3209, -0.3413, -0.2392, -0.1898, -0.2191, -0.1813, -0.2095, -0.2618, -0.3057, -0.2882, -0.2543, -0.2236, -0.2349, -0.2349, -0.0873, -0.0542, -0.0592, -0.0108, 0.0549, 0.084, 0.0998, 0.0147, -0.1198, -0.0329, -0.0466, -0.0914, 0.0145, 0.0, 0.1084, 0.0399, 0.0627, 0.1552, 0.1552, 0.2341, 0.0715, 0.0682, 0.2363, 0.1535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069945212500083012", "ticker_idx": 0, "ts": "2026-06-25T00:46:11+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 actually generated only few billions revenue lower than $nvda. Pause for a second and think..", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: revenue near NVDA's but market cap fraction of it, implying significant undervaluation.", "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": "My $nvda vs $mu is not far off.\n\n$mu actually generated only few billions revenue lower than $nvda. \n\nPause for a second and think..", "reply_text": null, "parent_text": null, "quoted_text": "$NVDA vs $MU 🧠\nInsane Disconnect\n\nWhen $NVDA Reported 46B$ in Rev &amp; 26B$ Profits  its Market Cap was 4 Trillion last year!\n\n....\nToday $MU reported 42B$ &amp; 28 Billion in Earnings, Market cap at 1200$ is 1.3 Trillion! \n😉\n\nData provided by https://t.co/3jEjW3yS30 https://t.co/fI1cnYMo93", "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069088375856902290", "ticker_idx": 0, "ts": "2026-06-22T16:01:25+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 has a chance to overtake $meta after weds earnings", "tweet_type": "prediction", "timeline": "days", "summary": "MU could outperform META after Wednesday earnings; implied bullish into the print.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$mu has a chance to overtake $meta after weds earnings. https://t.co/YahYZOwb5J", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1344, 0.0018, -0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2062675890270503292", "ticker_idx": 0, "ts": "2026-06-04T23:20:29+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Too many copycat lulu products. It's over.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish LULU; copycat competition has ended its dominance.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@banquetsbetter Too many copycat lulu products.  It's over.", "reply_text": null, "parent_text": "$LULU cheap can get cheaper\n\nJust saying https://t.co/ssh0k3vTPP", "quoted_text": null, "parent_author": "banquetsbetter", "ret_m1d": 0.09358307360465346, "ret_signed_m1d": -0.09358307360465346, "alpha_spy_m1d": -0.06708993100276484, "alpha_c_m1d": -0.07268801810045677, "bench_spy_m1d": 0.02649314260188862, "bench_c_m1d": 0.02089505550419668, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029064165256567964, "ret_signed_p1d": -0.029064165256567964, "alpha_spy_p1d": -0.026799992647796422, "alpha_c_p1d": -0.02444985270128508, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.0046143125552828845, "ret_p1w": 0.03974431544002255, "ret_signed_p1w": -0.03974431544002255, "alpha_spy_p1w": -0.03404978443321993, "alpha_c_p1w": -0.024595420166215298, "bench_spy_p1w": 0.005694531006802617, "bench_c_p1w": 0.01514889527380725, "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": [0.457, 0.4251, 0.3848, 0.3812, 0.3999, 0.3943, 0.4479, 0.4494, 0.4254, 0.439, 0.409, 0.3895, 0.3253, 0.2768, 0.2766, 0.3403, 0.3903, 0.3632, 0.3632, 0.3672, 0.3453, 0.3907, 0.4577, 0.4345, 0.4231, 0.4059, 0.4247, 0.4262, 0.4644, 0.4603, 0.4593, 0.4309, 0.2401, 0.2589, 0.2864, 0.2465, 0.2095, 0.2055, 0.1694, 0.1291, 0.1399, 0.1559, 0.1695, 0.1484, 0.106, 0.0954, 0.0611, 0.0598, 0.043, 0.0528, 0.0437, 0.0959, 0.1097, 0.1134, 0.1134, 0.1149, 0.1472, 0.1497, 0.1484, 0.1564, 0.1072, 0.1033, 0.0936, 0.0, 0.0291, 0.0624, 0.0411, 0.0666, 0.0397, 0.0173, 0.0111, -0.0216, -0.0215, -0.0215, -0.077, -0.0465, -0.01, -0.019, 0.0292, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2053311794978992272", "ticker_idx": 0, "ts": "2026-05-10T03:10:55+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I really can't take seriously anyone who claims they're a serious investor holding $EOSE. The entire future earning potential is speculative at best. We have no idea how the company will execute.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish EOSE: future earnings entirely speculative, no visibility into execution; dismisses it as a serious holding.", "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": "I keep seeing some guy \"Dave\" showing up on my feed. \n\n> He wrote 2 stock investment books (they let anyone write books nowadays)\n\n> Pinned photo he's standing on the exchange (well they let anyone go in anyway)\n\n> Touts he is some sort of expert every single post, no performance records \n\n> Then the nail in the coffin: he is pumped up about holding $EOSE. I really can't take seriously anyone who claims they're a serious investor holding $EOSE. The entire future earning potential is speculative at best. We have no idea how the company will execute.\n\nIf I'm wrong, it's fine. But I would rather get alpha from a 23 year old with a 500% portfolio than the so called \"expert\".", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0653441640471224, "ret_signed_m1d": 0.0653441640471224, "alpha_spy_m1d": 0.06307177651060603, "alpha_c_m1d": 0.05483230585138166, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": -0.010511858195740742, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05484239557655346, "ret_signed_p1d": 0.05484239557655346, "alpha_spy_p1d": 0.0533274429619669, "alpha_c_p1d": 0.05090051429387432, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.003941881282679138, "ret_p1w": -0.13302215951933927, "ret_signed_p1w": 0.13302215951933927, "alpha_spy_p1w": 0.1321429688581286, "alpha_c_p1w": 0.10851351177040536, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.02450864774893391, "ret_p1m": -0.26954487143535, "ret_signed_p1m": 0.26954487143535, "alpha_spy_p1m": 0.266501474577691, "alpha_c_p1m": 0.2727442200129896, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.0031993485776395936, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26954487143535, "alpha_spy_stated": 0.266501474577691, "alpha_c_stated": 0.2727442200129896, "price_path": [0.3512, 0.259, 0.2952, 0.2952, 0.3361, 0.3489, 0.3361, 0.2485, 0.2112, 0.3396, 0.2987, -0.2135, -0.3355, -0.3116, -0.2929, -0.2124, -0.2159, -0.2847, -0.28, -0.252, -0.2474, -0.2859, -0.3337, -0.3512, -0.3419, -0.3839, -0.3559, -0.3944, -0.3769, -0.4061, -0.4049, -0.4376, -0.4329, -0.4872, -0.4212, -0.4177, -0.4201, -0.4201, -0.4352, -0.4772, -0.4644, -0.3057, -0.3442, -0.2812, -0.2625, -0.1739, -0.1704, -0.1645, -0.1645, -0.1797, -0.1435, -0.1914, -0.105, -0.1645, -0.2054, -0.2602, -0.2182, -0.2474, -0.2555, -0.273, -0.2369, -0.2579, -0.0653, 0.0, -0.0548, -0.0338, -0.0467, -0.0823, -0.133, -0.1972, -0.1704, -0.0467, -0.0595, -0.0595, 0.0187, 0.0047, 0.049, -0.0163, 0.0467, 0.0992, -0.0432, -0.0572, -0.1739, -0.2194, -0.2695, -0.2917, -0.2765, -0.2929, -0.2555, -0.2054, -0.1132, -0.1074, -0.1074, -0.1435, -0.2427, -0.2929, -0.2894, -0.3081, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062621565456355755", "ticker_idx": 0, "ts": "2026-06-04T19:44:37+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 coming out strong.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses relative strength in NBIS and tags IREN and CRWV alongside, implying bullish lean on all three AI infrastructure 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": "quote", "lang": "en", "tweet_text": "$NBIS coming out strong.\n\n$IREN $CRWV https://t.co/iX6MyoKvqC", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS -0.97% 🔴\n$CRWV -4.22% 🔴\n$IREN -7.01% 🔴\n\nOne thing that stands out to me is the relative strength in $NBIS.\n\nEven after rallying roughly 200% off the lows, it's still holding up significantly better than many names in the same theme.\n\nWhen a stock dramatically outperforms", "parent_author": null, "ret_m1d": -0.03076990156268744, "ret_signed_m1d": -0.03076990156268744, "alpha_spy_m1d": -0.027005440515907808, "alpha_c_m1d": -0.021663711938430863, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.009106189624256578, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12269424354617364, "ret_signed_p1d": -0.12269424354617364, "alpha_spy_p1d": -0.09688487229724796, "alpha_c_p1d": -0.10996326918577737, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.012730974360396274, "ret_p1w": -0.1441445141873765, "ret_signed_p1w": -0.1441445141873765, "alpha_spy_p1w": -0.11861253704070618, "alpha_c_p1w": -0.13539201158121716, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.00875250260615934, "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": [-0.6344, -0.6286, -0.5687, -0.5839, -0.565, -0.4999, -0.552, -0.5434, -0.532, -0.547, -0.5604, -0.5575, -0.5568, -0.5919, -0.6117, -0.6447, -0.6004, -0.6074, -0.5809, -0.5809, -0.5666, -0.5479, -0.5186, -0.475, -0.4417, -0.4048, -0.3764, -0.3578, -0.3633, -0.3948, -0.3871, -0.3971, -0.3987, -0.3951, -0.4333, -0.4418, -0.4781, -0.4563, -0.4677, -0.4051, -0.3206, -0.3225, -0.2487, -0.2884, -0.3182, -0.2833, -0.3102, -0.2018, -0.1483, -0.153, -0.2303, -0.2385, -0.2613, -0.153, -0.1729, -0.1729, -0.1988, -0.1976, -0.1284, -0.1101, 0.0186, 0.0035, -0.0308, 0.0, -0.1227, -0.1605, -0.1523, -0.1848, -0.1441, -0.1052, 0.0015, 0.0209, 0.0818, 0.1041, 0.1041, 0.0922, 0.06, -0.0, -0.0117, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062621565456355755", "ticker_idx": 1, "ts": "2026-06-04T19:44:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN $CRWV", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses relative strength in NBIS and tags IREN and CRWV alongside, implying bullish lean on all three AI infrastructure names.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS coming out strong.\n\n$IREN $CRWV https://t.co/iX6MyoKvqC", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS -0.97% 🔴\n$CRWV -4.22% 🔴\n$IREN -7.01% 🔴\n\nOne thing that stands out to me is the relative strength in $NBIS.\n\nEven after rallying roughly 200% off the lows, it's still holding up significantly better than many names in the same theme.\n\nWhen a stock dramatically outperforms", "parent_author": null, "ret_m1d": 0.05851928080932267, "ret_signed_m1d": 0.05851928080932267, "alpha_spy_m1d": 0.062283741856102304, "alpha_c_m1d": 0.08381147020962287, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.025292189400300202, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12140320178034003, "ret_signed_p1d": -0.12140320178034003, "alpha_spy_p1d": -0.09559383053141435, "alpha_c_p1d": -0.12351087200560873, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": 0.0021076702252686985, "ret_p1w": -0.08325252950316187, "ret_signed_p1w": -0.08325252950316187, "alpha_spy_p1w": -0.05772055235649154, "alpha_c_p1w": -0.09149169737280571, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": 0.008239167869643849, "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": [-0.3721, -0.3838, -0.3214, -0.3312, -0.3278, -0.2735, -0.3055, -0.3177, -0.3265, -0.3325, -0.3185, -0.3353, -0.3303, -0.3946, -0.4328, -0.4888, -0.4458, -0.4489, -0.4379, -0.4379, -0.4321, -0.4222, -0.4046, -0.4009, -0.3644, -0.3038, -0.2342, -0.2108, -0.2289, -0.2221, -0.2124, -0.2698, -0.2177, -0.1591, -0.1814, -0.2182, -0.2816, -0.3071, -0.2643, -0.2619, -0.2001, -0.1151, -0.0142, -0.081, -0.0107, -0.1085, -0.0857, -0.1081, -0.0559, -0.1442, -0.1843, -0.2283, -0.1479, -0.0614, -0.0813, -0.0813, -0.0336, 0.0967, 0.0354, 0.0272, 0.0561, 0.0766, 0.0585, 0.0, -0.1214, -0.0432, -0.1267, -0.1672, -0.0833, -0.0338, -0.0163, -0.0433, -0.0606, -0.0307, -0.0307, -0.0807, -0.1154, -0.1869, -0.2283, -0.2368, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062621565456355755", "ticker_idx": 2, "ts": "2026-06-04T19:44:37+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN $CRWV", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author endorses relative strength in NBIS and tags IREN and CRWV alongside, implying bullish lean on all three AI infrastructure names.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$NBIS coming out strong.\n\n$IREN $CRWV https://t.co/iX6MyoKvqC", "reply_text": null, "parent_text": null, "quoted_text": "$NBIS -0.97% 🔴\n$CRWV -4.22% 🔴\n$IREN -7.01% 🔴\n\nOne thing that stands out to me is the relative strength in $NBIS.\n\nEven after rallying roughly 200% off the lows, it's still holding up significantly better than many names in the same theme.\n\nWhen a stock dramatically outperforms", "parent_author": null, "ret_m1d": 0.026844409503359756, "ret_signed_m1d": 0.026844409503359756, "alpha_spy_m1d": 0.03060887055013939, "alpha_c_m1d": 0.03060887055013939, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.0037644610467796324, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.070721091141145, "ret_signed_p1d": -0.070721091141145, "alpha_spy_p1d": -0.044911719892219315, "alpha_c_p1d": -0.044911719892219315, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.025809371248925683, "ret_p1w": -0.11376470475238609, "ret_signed_p1w": -0.11376470475238609, "alpha_spy_p1w": -0.08823272760571577, "alpha_c_p1w": -0.08823272760571577, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.025531977146670326, "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": [-0.3112, -0.3065, -0.2413, -0.2608, -0.2492, -0.2052, -0.2398, -0.2334, -0.2534, -0.2459, -0.2413, -0.2315, -0.1893, -0.2553, -0.3075, -0.3599, -0.2829, -0.2739, -0.2387, -0.2387, -0.2508, -0.211, -0.1771, -0.1484, -0.0558, 0.0207, 0.0849, 0.0987, 0.1067, 0.0816, 0.087, 0.066, 0.1343, 0.0869, 0.0195, 0.0373, -0.0231, 0.057, 0.033, 0.1016, 0.1611, 0.1838, 0.2772, 0.1926, 0.0567, 0.0617, -0.0026, 0.0304, 0.0573, -0.0068, -0.0394, -0.0761, -0.0625, -0.0042, -0.0235, -0.0235, -0.0198, -0.0348, -0.0108, 0.0139, 0.1554, 0.104, 0.0268, 0.0, -0.0707, -0.0524, -0.0887, -0.115, -0.1138, -0.0692, -0.0122, 0.0833, 0.0665, 0.0918, 0.0918, 0.0302, -0.0214, -0.0662, -0.0858, -0.106, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065259860489281672", "ticker_idx": 0, "ts": "2026-06-12T02:28:16+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would stay 100% away from that", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid ORCL; author questions business identity and value amid massive debt-funded AI infrastructure pivot.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StonkShepherd @ShortMyExistenc $ORCL is spending money to defend their business. I would stay 100% away from that. I'm not even sure what Oracle business is anymore. 638B backlog, 300B from OpenAI and 263B come from hyperscaler. Are they datacenter/infrastructure company now?  What is the value?", "reply_text": null, "parent_text": "@DeepValueBagger @ShortMyExistenc Well I agree, debt is higher and getting worse. Like orcl (which I’ve considered buying at current levels). However, with Trump meeting top AI execs I feel they might buy stake and chose it over nbis (coz arkady is Russian). Just feel it has more room to run.", "quoted_text": null, "parent_author": "StonkShepherd", "ret_m1d": -0.00016292173193588333, "ret_signed_m1d": 0.00016292173193588333, "alpha_spy_m1d": -0.005216234359947669, "alpha_c_m1d": -0.005216234359947669, "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": 0.04621731538133633, "ret_signed_p1d": -0.04621731538133633, "alpha_spy_p1d": -0.028583345487583012, "alpha_c_p1d": -0.028583345487583012, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.01763396989375332, "ret_p1w": 0.0008688882804415154, "ret_signed_p1w": -0.0008688882804415154, "alpha_spy_p1w": 0.008451990375551555, "alpha_c_p1w": 0.008451990375551555, "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1628, -0.1725, -0.1583, -0.1899, -0.1647, -0.2039, -0.2097, -0.2271, -0.2442, -0.2488, -0.2038, -0.214, -0.2078, -0.2078, -0.2123, -0.2252, -0.2225, -0.2513, -0.25, -0.1548, -0.1148, -0.0778, -0.0314, -0.0493, -0.0356, -0.0161, 0.0183, -0.0426, -0.0589, -0.0607, -0.0987, -0.1102, -0.1235, -0.0668, -0.0209, 0.0066, 0.0538, 0.0568, 0.0642, 0.0527, 0.0147, 0.0306, 0.0623, 0.0479, 0.0135, -0.0145, 0.0219, 0.0306, 0.0432, 0.0432, 0.0485, 0.0371, 0.1063, 0.2262, 0.3477, 0.3283, 0.2509, 0.2835, 0.1605, 0.1504, 0.1177, 0.093, -0.0002, 0.0, 0.0462, 0.0228, -0.0033, 0.0009, 0.0009, -0.0492, -0.103, -0.1445, -0.172, -0.1933, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050674458487099803", "ticker_idx": 0, "ts": "2026-05-02T20:31:05+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "asymmetrical bet at $20. $NVDA partnership and deal only confirmed it", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INTC at $20 as asymmetric bet on 18A ramp surpassing TSMC 3nm + NVDA partnership; incidental bullish mention of TSMC dominance.", "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": "reply_other", "lang": "en", "tweet_text": "@RealAdamWy 90% advanced chips are made by $TSM, and $INTC just ramped up production of 18A (1.8nm) which even surpasses TSM latest 3nm fab. Semi demand is just too high. asymmetrical bet at $20.  $NVDA partnership and deal only confirmed it.", "reply_text": null, "parent_text": "@DeepValueBagger What was your initial thesis for INTC? You say you are not much of a technical person, curious about your fundamental analysis process however.", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": 0.04009191915040189, "ret_signed_m1d": 0.04009191915040189, "alpha_spy_m1d": 0.03641505721651206, "alpha_c_m1d": 0.034113113869697065, "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": 0.1291501660496559, "ret_signed_p1d": 0.1291501660496559, "alpha_spy_p1d": 0.12112793732571348, "alpha_c_p1d": 0.09777623675271507, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.35143040395804515, "ret_signed_p1w": 0.35143040395804515, "alpha_spy_p1w": 0.3217790091274353, "alpha_c_p1w": 0.21425329343592714, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.12685322280986666, "ret_signed_p1m": 0.12685322280986666, "alpha_spy_p1m": 0.0689709633554958, "alpha_c_p1m": -0.12062603154212037, "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": 0.12685322280986666, "alpha_spy_stated": 0.0689709633554958, "alpha_c_stated": -0.12062603154212037, "price_path": [-0.4926, -0.4963, -0.4718, -0.4755, -0.5079, -0.4958, -0.5147, -0.5115, -0.5115, -0.5179, -0.5254, -0.5341, -0.5395, -0.5445, -0.5185, -0.5105, -0.5254, -0.5238, -0.525, -0.55, -0.5241, -0.5203, -0.5467, -0.5241, -0.5116, -0.4991, -0.5276, -0.5221, -0.5222, -0.54, -0.5299, -0.5179, -0.542, -0.5405, -0.54, -0.5074, -0.5396, -0.5497, -0.57, -0.5393, -0.4985, -0.474, -0.474, -0.4698, -0.4476, -0.3845, -0.3556, -0.3487, -0.3195, -0.3338, -0.322, -0.2848, -0.2848, -0.3141, -0.3082, -0.3185, -0.3028, -0.1382, -0.1127, -0.1176, -0.0108, -0.0136, 0.0401, 0.0, 0.1292, 0.1799, 0.1445, 0.3042, 0.3514, 0.2592, 0.2559, 0.2104, 0.1356, 0.1294, 0.1568, 0.242, 0.2372, 0.2512, 0.2512, 0.2896, 0.2714, 0.2622, 0.1973, 0.1415, 0.1269, 0.1768, 0.167, 0.0354, 0.1513, 0.1267, 0.1176, 0.2211, 0.3006, 0.3349, 0.2221, 0.2644, 0.3989, 0.3989, 0.4715, 0.3811, 0.3745, 0.3872, 0.3397, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050674458487099803", "ticker_idx": 1, "ts": "2026-05-02T20:31:05+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "90% advanced chips are made by $TSM", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long INTC at $20 as asymmetric bet on 18A ramp surpassing TSMC 3nm + NVDA partnership; incidental bullish mention of TSMC dominance.", "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": "reply_other", "lang": "en", "tweet_text": "@RealAdamWy 90% advanced chips are made by $TSM, and $INTC just ramped up production of 18A (1.8nm) which even surpasses TSM latest 3nm fab. Semi demand is just too high. asymmetrical bet at $20.  $NVDA partnership and deal only confirmed it.", "reply_text": null, "parent_text": "@DeepValueBagger What was your initial thesis for INTC? You say you are not much of a technical person, curious about your fundamental analysis process however.", "quoted_text": null, "parent_author": "bigbagstonks", "ret_m1d": -0.009810415844549336, "ret_signed_m1d": -0.009810415844549336, "alpha_spy_m1d": -0.013487277778439166, "alpha_c_m1d": -0.01578922112525416, "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": -0.01792773654528612, "ret_signed_p1d": -0.01792773654528612, "alpha_spy_p1d": -0.025949965269228548, "alpha_c_p1d": -0.04930166584222695, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.007295717510475974, "ret_signed_p1w": 0.007295717510475974, "alpha_spy_p1w": -0.022355677320133882, "alpha_c_p1w": -0.12988139301164203, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.11224827024994433, "ret_signed_p1m": 0.11224827024994433, "alpha_spy_p1m": 0.05436601079557346, "alpha_c_p1m": -0.1352309841020427, "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": 0.11224827024994433, "alpha_spy_stated": 0.05436601079557346, "alpha_c_stated": -0.1352309841020427, "price_path": [-0.1912, -0.1788, -0.1338, -0.1175, -0.1014, -0.0711, -0.086, -0.0903, -0.0903, -0.0957, -0.1005, -0.1052, -0.08, -0.0812, -0.0422, -0.0373, -0.0644, -0.0699, -0.0835, -0.1232, -0.1125, -0.1214, -0.1585, -0.1342, -0.1382, -0.1196, -0.164, -0.16, -0.1552, -0.1385, -0.1545, -0.1564, -0.1802, -0.1573, -0.1453, -0.1341, -0.188, -0.1864, -0.2119, -0.1585, -0.1497, -0.1558, -0.1558, -0.149, -0.1402, -0.0889, -0.0899, -0.0772, -0.0798, -0.0541, -0.066, -0.0953, -0.0775, -0.0881, -0.0835, -0.0353, -0.0472, 0.0021, 0.0084, -0.0231, -0.0194, -0.0138, -0.0098, 0.0, -0.0179, 0.0445, 0.0312, 0.0251, 0.0073, -0.0108, -0.0045, 0.0401, 0.0068, -0.0141, -0.0224, 0.0, 0.0138, 0.0072, 0.0072, 0.0267, 0.0526, 0.0579, 0.0419, 0.0847, 0.1122, 0.0873, 0.1078, 0.0338, 0.0627, 0.0655, 0.0178, 0.0509, 0.058, 0.1017, 0.0628, 0.0786, 0.1534, 0.1534, 0.1672, 0.0891, 0.1002, 0.0857, 0.0791, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2060013537448300919", "ticker_idx": 0, "ts": "2026-05-28T15:01:15+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Love this direction. $meta", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish META on Zuckerberg's signal toward cloud computing via excess AI data center capacity.", "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": "Zuckerberg is hinting cloud computing similar to Google Cloud. Love this direction. $meta", "reply_text": null, "parent_text": null, "quoted_text": "Mark Zuckerberg said $META could enter cloud computing if its AI data center buildout leaves it with excess capacity.\n\nCompute is becoming the scarce asset every scaled tech platform wants to own, monetize and control. https://t.co/27hSfaK02e", "parent_author": null, "ret_m1d": -4.7120128343736134e-05, "ret_signed_m1d": -4.7120128343736134e-05, "alpha_spy_m1d": 0.005439192796089287, "alpha_c_m1d": 0.0034669946161995924, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": -0.0035141147445433285, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004375921306693065, "ret_signed_p1d": -0.004375921306693065, "alpha_spy_p1d": -0.006867326110142291, "alpha_c_p1d": 0.0040237563852771885, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": -0.008399677691970253, "ret_p1w": -0.012151896445728672, "ret_signed_p1w": -0.012151896445728672, "alpha_spy_p1w": -0.015451712357649972, "alpha_c_p1w": 0.018361482025589737, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": -0.03051337847131841, "ret_p1m": -0.13305733759927563, "ret_signed_p1m": -0.13305733759927563, "alpha_spy_p1m": -0.1016076397215393, "alpha_c_p1m": -0.045513271023916446, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": -0.08754406657535918, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13305733759927563, "alpha_spy_stated": -0.1016076397215393, "alpha_c_stated": -0.045513271023916446, "price_path": [0.0279, 0.0303, 0.0502, 0.0389, 0.0142, 0.0182, 0.0287, 0.0299, 0.0037, -0.0348, -0.0123, -0.0199, -0.0309, -0.045, -0.0655, -0.0492, -0.0667, -0.0636, -0.1381, -0.1725, -0.1557, -0.0994, -0.0882, -0.0958, -0.0958, -0.098, -0.0948, -0.036, -0.0109, -0.0085, -0.0012, 0.0428, 0.0571, 0.0655, 0.0838, 0.0561, 0.0528, 0.0621, 0.0376, 0.0626, 0.0682, 0.0567, 0.0533, -0.0368, -0.0418, -0.0392, -0.0477, -0.0353, -0.0291, -0.0404, -0.0573, -0.0508, -0.0294, -0.0265, -0.0332, -0.0379, -0.0514, -0.0476, -0.0439, -0.0394, -0.0394, -0.0361, -0.0, 0.0, -0.0044, -0.0548, -0.0593, -0.0194, -0.0122, -0.0666, -0.0785, -0.0798, -0.1012, -0.1052, -0.1075, -0.0649, -0.0543, -0.1058, -0.0906, -0.0906, -0.1116, -0.1142, -0.1214, -0.1447, -0.1331, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2056576812952514928", "ticker_idx": 0, "ts": "2026-05-19T03:24:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Spending money they don't have. This only hurts $hims shareholders.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bearish HIMS: convertible notes offering dilutes shareholders and signals financial strain.", "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": "reply_other", "lang": "en", "tweet_text": "@himshouse Spending money they don't have. This only hurts $hims shareholders.", "reply_text": null, "parent_text": "🚨 BREAKING: $HIMS ANNOUNCES $300 MILLION CONVERTIBLE NOTES OFFERING\n\n- To support international expansion (incl. Eucalyptus acquisition), AI investments, and preserve financial flexibility \n- Due 2032 https://t.co/3Un0OQTQMO", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": -0.006684474819981245, "ret_signed_m1d": 0.006684474819981245, "alpha_spy_m1d": 0.013389926500147142, "alpha_c_m1d": 0.013389926500147142, "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": 0.026737984277633853, "ret_signed_p1d": -0.026737984277633853, "alpha_spy_p1d": -0.0164889896950704, "alpha_c_p1d": -0.0164889896950704, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.06283421630369945, "ret_signed_p1w": -0.06283421630369945, "alpha_spy_p1w": -0.03985568872754808, "alpha_c_p1w": -0.03985568872754808, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.421122933631324, "ret_signed_p1m": -0.421122933631324, "alpha_spy_p1m": -0.4112691672210984, "alpha_c_p1m": -0.4112691672210984, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.421122933631324, "alpha_spy_stated": -0.4112691672210984, "alpha_c_stated": -0.4112691672210984, "price_path": [-0.295, -0.3035, -0.3088, -0.3111, -0.295, -0.3048, -0.3529, -0.2656, -0.295, -0.2669, -0.2923, -0.2986, -0.0125, 0.0459, 0.1533, 0.0624, 0.1038, 0.1087, 0.1132, 0.0316, 0.0766, -0.0187, 0.0009, -0.049, -0.0713, -0.0704, -0.1364, -0.1631, -0.0749, -0.1159, -0.1471, -0.1471, -0.094, -0.131, -0.1359, -0.1199, -0.1341, -0.0575, -0.0481, 0.0824, 0.2028, 0.2843, 0.3819, 0.3262, 0.2928, 0.2545, 0.3619, 0.3097, 0.2438, 0.1734, 0.2108, 0.2215, 0.2152, 0.1734, 0.1979, 0.143, 0.2598, 0.2986, 0.1154, 0.0758, 0.0802, 0.1163, -0.0067, 0.0, 0.0267, 0.07, 0.0584, 0.0584, 0.0628, 0.123, 0.131, 0.1653, 0.2371, 0.2259, 0.2259, 0.2482, 0.1671, 0.2108, 0.2914, 0.238, 0.2865, 0.1952, 0.3445, 0.4024, 0.4211, 0.5807, 0.5807, 0.4947, 0.4688, 0.4572, 0.4577, 0.5125, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056480696638505174", "ticker_idx": 0, "ts": "2026-05-18T21:03:00+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short $GOOGL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short GOOGL, long DLO and MELI; author warns to run from the opposite positioning.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Rose: Short $GOOGL and long $DLO $MELI. \n\nmy advice, run... https://t.co/uz3rfdjNz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023938540841227374, "ret_signed_m1d": -0.023938540841227374, "alpha_spy_m1d": -0.017233089161061477, "alpha_c_m1d": -0.014184485289963522, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.009754055551263852, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00322451056536055, "ret_signed_p1d": -0.00322451056536055, "alpha_spy_p1d": 0.007024484017202903, "alpha_c_p1d": -0.0010665459440162284, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.0021579646213443215, "ret_p1w": 0.0031470800913095953, "ret_signed_p1w": -0.0031470800913095953, "alpha_spy_p1w": 0.01983144748484178, "alpha_c_p1w": -0.005736598020646078, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": -0.0025895179293364823, "ret_p1m": -0.06101403200879696, "ret_signed_p1m": 0.06101403200879696, "alpha_spy_p1m": 0.07086779841902258, "alpha_c_p1m": 0.0036122259027402404, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": -0.05740180610605672, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06101403200879696, "alpha_spy_stated": 0.07086779841902258, "alpha_c_stated": 0.0036122259027402404, "price_path": [-0.2193, -0.1881, -0.1971, -0.1986, -0.1934, -0.2076, -0.1964, -0.2099, -0.2174, -0.2186, -0.2244, -0.2305, -0.2097, -0.208, -0.2037, -0.217, -0.2202, -0.2118, -0.198, -0.2063, -0.2077, -0.2235, -0.2208, -0.2508, -0.2495, -0.2753, -0.2923, -0.2945, -0.2582, -0.2329, -0.237, -0.237, -0.2262, -0.212, -0.1814, -0.1784, -0.1817, -0.1712, -0.1412, -0.1304, -0.1332, -0.1186, -0.1296, -0.1428, -0.1247, -0.1258, -0.1116, -0.0963, -0.0977, -0.0973, -0.0074, -0.0051, -0.0114, 0.002, 0.0268, 0.0266, 0.0339, 0.0025, -0.0008, 0.0386, 0.0346, 0.0235, 0.0239, 0.0, 0.0032, 0.0, -0.0121, -0.0121, 0.0031, 0.003, 0.0064, -0.0189, -0.0291, -0.0666, -0.074, -0.0399, -0.0493, -0.0623, -0.0598, -0.0801, -0.0766, -0.0716, -0.0467, -0.0366, -0.061, -0.0501, -0.0501, -0.0974, -0.1066, -0.1088, -0.1128, -0.1292, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056480696638505174", "ticker_idx": 1, "ts": "2026-05-18T21:03:00+00:00", "symbol": "DLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long $DLO", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short GOOGL, long DLO and MELI; author warns to run from the opposite positioning.", "resolved_tickers": ["DLO"], "resolution_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": "Rose: Short $GOOGL and long $DLO $MELI. \n\nmy advice, run... https://t.co/uz3rfdjNz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02702696062051102, "ret_signed_m1d": -0.02702696062051102, "alpha_spy_m1d": -0.03373241230067692, "alpha_c_m1d": -0.03373241230067692, "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": 0.006756781105812681, "ret_signed_p1d": 0.006756781105812681, "alpha_spy_p1d": -0.0034922134767507718, "alpha_c_p1d": -0.0034922134767507718, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": -0.009290563782821115, "ret_signed_p1w": -0.009290563782821115, "alpha_spy_p1w": -0.03226909135897249, "alpha_c_p1w": -0.03226909135897249, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.09410876895033904, "ret_signed_p1m": 0.09410876895033904, "alpha_spy_p1m": 0.08425500254011342, "alpha_c_p1m": 0.08425500254011342, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.09410876895033904, "alpha_spy_stated": 0.08425500254011342, "alpha_c_stated": 0.08425500254011342, "price_path": [0.0954, 0.1309, 0.0481, 0.0473, 0.0625, 0.0743, 0.0338, 0.0591, 0.0084, 0.0279, -0.0017, -0.0194, -0.0203, 0.0118, 0.0144, -0.0245, -0.0422, -0.0397, -0.0093, -0.0329, 0.0583, 0.0253, 0.0743, 0.0912, 0.0997, 0.0439, 0.0363, 0.0473, 0.0954, 0.0507, 0.0861, 0.0861, 0.0769, 0.076, 0.0811, 0.0954, 0.1081, 0.1529, 0.141, 0.1427, 0.141, 0.1554, 0.1427, 0.1233, 0.1267, 0.1242, 0.1622, 0.1647, 0.1486, 0.1318, 0.1723, 0.1613, 0.1567, 0.1571, 0.185, 0.1613, 0.1571, 0.1199, 0.0718, 0.0279, 0.0693, -0.0701, -0.027, 0.0, 0.0068, 0.0338, 0.0186, 0.0186, -0.0093, -0.0115, 0.0022, 0.0185, 0.0323, 0.0074, -0.021, 0.0108, -0.0347, -0.0132, 0.022, 0.0117, 0.0598, 0.052, 0.0872, 0.0907, 0.0941, 0.0984, 0.0984, 0.0486, 0.0434, 0.0546, 0.0598, 0.0898, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056480696638505174", "ticker_idx": 2, "ts": "2026-05-18T21:03:00+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long $DLO $MELI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short GOOGL, long DLO and MELI; author warns to run from the opposite positioning.", "resolved_tickers": ["MELI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Rose: Short $GOOGL and long $DLO $MELI. \n\nmy advice, run... https://t.co/uz3rfdjNz7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005611747271909939, "ret_signed_m1d": -0.005611747271909939, "alpha_spy_m1d": -0.012317198952075836, "alpha_c_m1d": -0.01682623807380379, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.01121449080189385, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0353259636192409, "ret_signed_p1d": 0.0353259636192409, "alpha_spy_p1d": 0.025076969036677443, "alpha_c_p1d": 0.01002821442583457, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.025297749193406327, "ret_p1w": 0.03334465357422256, "ret_signed_p1w": 0.03334465357422256, "alpha_spy_p1w": 0.010366125998071185, "alpha_c_p1w": -0.0050800981474898865, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.03842475172171245, "ret_p1m": 0.023174423634030106, "ret_signed_p1m": 0.023174423634030106, "alpha_spy_p1m": 0.013320657223804488, "alpha_c_p1m": 0.01917548110454903, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.003998942529481075, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.023174423634030106, "alpha_spy_stated": 0.013320657223804488, "alpha_c_stated": 0.01917548110454903, "price_path": [0.2519, 0.2521, 0.169, 0.2055, 0.1084, 0.0916, 0.102, 0.1142, 0.0747, 0.1092, 0.1163, 0.121, 0.1095, 0.0923, 0.1074, 0.0534, 0.0471, 0.0862, 0.0836, 0.0598, 0.0452, 0.0256, 0.0447, 0.0108, 0.028, 0.0227, 0.0029, 0.0153, 0.0841, 0.0778, 0.0757, 0.0757, 0.0724, 0.0924, 0.1134, 0.1244, 0.1123, 0.1486, 0.1541, 0.1738, 0.1425, 0.1636, 0.1726, 0.1626, 0.1669, 0.1344, 0.1507, 0.1533, 0.1236, 0.1079, 0.124, 0.16, 0.1371, 0.1395, 0.1544, 0.1725, 0.0236, -0.0236, -0.0101, -0.0206, 0.0078, -0.0301, -0.0056, 0.0, 0.0353, 0.0521, 0.0436, 0.0436, 0.0333, 0.0635, 0.0631, 0.0632, 0.0853, 0.0489, 0.0274, 0.025, 0.0081, 0.0107, 0.029, -0.0041, 0.0095, -0.0033, 0.0323, 0.0497, 0.0232, 0.0253, 0.0253, -0.0034, -0.007, 0.0406, 0.0153, 0.0503, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069895441034940686", "ticker_idx": 0, "ts": "2026-06-24T21:28:24+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I rotated all my $TSLA shares to $MU. LIKE ALL OF IT.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author went all-in on MU at expense of TSLA, betting on humanoid robot HBM memory demand cycle.", "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": "BRO, Like BRO. \n\nI literally said Tesla Optimus need HBM memory first.\n\nThis is exactly why I rotated all my $TSLA shares to $MU. LIKE ALL OF IT. I PREDICTED THIS SHIT.", "reply_text": null, "parent_text": null, "quoted_text": "Micron $MU CEO Sanjay Mehrotra just said:\n\n“Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” (H/T @wallstengine) https://t.co/55TdlVd8oz", "parent_author": null, "ret_m1d": -0.13600484595659967, "ret_signed_m1d": -0.13600484595659967, "alpha_spy_m1d": -0.1345612975755358, "alpha_c_m1d": -0.10780483679480957, "bench_spy_m1d": -0.0014435483810638639, "bench_c_m1d": -0.028200009161790107, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06693537906413172, "ret_signed_p1d": -0.06693537906413172, "alpha_spy_p1d": -0.059704005447262065, "alpha_c_p1d": -0.027257544405309697, "bench_spy_p1d": -0.007231373616869652, "bench_c_p1d": -0.03967783465882202, "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": [-0.7348, -0.7216, -0.6969, -0.6982, -0.6982, -0.6887, -0.6889, -0.6648, -0.6527, -0.6534, -0.6485, -0.6163, -0.6241, -0.6232, -0.625, -0.6305, -0.6297, -0.5983, -0.6031, -0.5907, -0.5678, -0.5845, -0.5728, -0.5738, -0.5532, -0.525, -0.4725, -0.4507, -0.4672, -0.3846, -0.3446, -0.3683, -0.3378, -0.3606, -0.4029, -0.4384, -0.4242, -0.3968, -0.372, -0.3812, -0.3812, -0.2618, -0.235, -0.239, -0.1999, -0.1467, -0.1232, -0.1104, -0.1793, -0.288, -0.2178, -0.2288, -0.2651, -0.1794, -0.1911, -0.1035, -0.1589, -0.1404, -0.0656, -0.0656, -0.0018, -0.1333, -0.136, 0.0, -0.0669, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062353951299662105", "ticker_idx": 0, "ts": "2026-06-04T02:01:13+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's hard to beat a 81% revenue growth rate for a 2T company really. It will keep growing, just a matter of time.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish AVGO post-Q2: 81% AI revenue growth narrative intact and growth will continue.", "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": "Great take from @PSInvestor on $AVGO.\n\nI thought the whole narrative is intact. It's hard to beat beat a 81% revenue growth rate for a 2T company really. It will keep growing, just a matter of time.", "reply_text": null, "parent_text": null, "quoted_text": "Broadcom $AVGO Q2 FY2026 earnings are out.\n\nThe AI story is no longer a side narrative, it is the whole engine. Custom AI accelerators and AI networking pushed AI semiconductor revenue past every internal forecast, and management is now guiding to a level of growth next quarter https://t.co/B7lFmWXhiR", "parent_author": null, "ret_m1d": 0.14399278461121767, "ret_signed_m1d": 0.14399278461121767, "alpha_spy_m1d": 0.1477572456579973, "alpha_c_m1d": 0.12746768679429454, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07920554255801027, "ret_signed_p1d": -0.07920554255801027, "alpha_spy_p1d": -0.053396171309084584, "alpha_c_p1d": 0.01296538816267001, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.0795875157021243, "ret_signed_p1w": -0.0795875157021243, "alpha_spy_p1w": -0.054055538555453975, "alpha_c_p1w": -0.05077611824581174, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "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": [-0.1764, -0.1839, -0.1863, -0.1997, -0.2326, -0.226, -0.2346, -0.2474, -0.2381, -0.2603, -0.2301, -0.2402, -0.239, -0.2614, -0.2822, -0.2996, -0.2612, -0.2517, -0.2491, -0.2491, -0.2494, -0.2028, -0.163, -0.1528, -0.1131, -0.0935, -0.091, -0.053, -0.0488, -0.0295, -0.046, -0.04, 0.0089, 0.0025, 0.0092, -0.0017, -0.0455, -0.0321, -0.0035, 0.0057, -0.0058, 0.0202, 0.0156, -0.0152, 0.0265, 0.0227, 0.0009, -0.0051, 0.0498, 0.015, 0.0043, -0.0187, -0.0027, -0.0104, -0.0114, -0.0114, 0.0074, 0.007, 0.0183, 0.0665, 0.098, 0.1496, 0.144, 0.0, -0.0792, -0.0533, -0.0639, -0.1117, -0.0796, -0.0879, -0.0596, -0.1007, -0.0621, -0.018, -0.018, -0.0624, -0.0911, -0.0865, -0.0941, -0.1273, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057086867795791976", "ticker_idx": 0, "ts": "2026-05-20T13:11:42+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "NAND", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Context window grows 30x a year. (more NAND) More demand More factories", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MU: 30x/yr context window growth drives NAND demand and factory expansion.", "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 x JPM Conference:\n\n&gt; Context window grows 30x a year. (more NAND)\n&gt; More demand\n&gt; More factories\n\nI'll share transcripts in the subs later (if i don't lose recording lol) . $MU", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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:2062593468350841295", "ticker_idx": 0, "ts": "2026-06-04T17:52:58+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "i love these insights on company culture which i think play a big factor on the company's success. The CEO's pay SBC is based on $120B revenue target, which is totally aligned with his confidence and execution.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Broadcom on execution-focused culture and CEO compensation tied to $120B revenue target.", "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": "reply_other", "lang": "en", "tweet_text": "@securethebits thanks for sharing. i love these insights on company culture which i think play a big factor on the company's success. The CEO's pay SBC is based on $120B revenue target, which is totally aligned with his confidence and execution.", "reply_text": null, "parent_text": "@DeepValueBagger Just a data point from a random guy. I used to work at VMware as it was folded into Broadcom. Through my work in the past, I knew several guys over there and I know several more that have gone over there. 0 BS mentality. Everything was and is about execution and profit. I’ve had", "quoted_text": null, "parent_author": "securethebits", "ret_m1d": 0.14399278461121767, "ret_signed_m1d": 0.14399278461121767, "alpha_spy_m1d": 0.1477572456579973, "alpha_c_m1d": 0.12746768679429454, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": 0.01652509781692313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07920554255801027, "ret_signed_p1d": -0.07920554255801027, "alpha_spy_p1d": -0.053396171309084584, "alpha_c_p1d": 0.01296538816267001, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.09217093072068028, "ret_p1w": -0.0795875157021243, "ret_signed_p1w": -0.0795875157021243, "alpha_spy_p1w": -0.054055538555453975, "alpha_c_p1w": -0.05077611824581174, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.02881139745631256, "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": [-0.1764, -0.1839, -0.1863, -0.1997, -0.2326, -0.226, -0.2346, -0.2474, -0.2381, -0.2603, -0.2301, -0.2402, -0.239, -0.2614, -0.2822, -0.2996, -0.2612, -0.2517, -0.2491, -0.2491, -0.2494, -0.2028, -0.163, -0.1528, -0.1131, -0.0935, -0.091, -0.053, -0.0488, -0.0295, -0.046, -0.04, 0.0089, 0.0025, 0.0092, -0.0017, -0.0455, -0.0321, -0.0035, 0.0057, -0.0058, 0.0202, 0.0156, -0.0152, 0.0265, 0.0227, 0.0009, -0.0051, 0.0498, 0.015, 0.0043, -0.0187, -0.0027, -0.0104, -0.0114, -0.0114, 0.0074, 0.007, 0.0183, 0.0665, 0.098, 0.1496, 0.144, 0.0, -0.0792, -0.0533, -0.0639, -0.1117, -0.0796, -0.0879, -0.0596, -0.1007, -0.0621, -0.018, -0.018, -0.0624, -0.0911, -0.0865, -0.0941, -0.1273, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2065471063186665916", "ticker_idx": 0, "ts": "2026-06-12T16:27:30+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 is undervalued compare toe SpaceX when it comes to revenue and earnings", "tweet_type": "prediction", "timeline": "unspecified", "summary": "RKLB is undervalued relative to SpaceX on revenue and earnings basis; implied bullish.", "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": "reply_other", "lang": "en", "tweet_text": "@BruceInShadow $RKLB is undervalued compare toe SpaceX when it comes to revenue and earnings", "reply_text": null, "parent_text": "@DeepValueBagger I think SpaceX's price is too low, and I'm afraid that because of it, we won't see $134 for ASTS and $150 for RKLB anymore, like we did less than a month ago. What do you think @DeepValueBagger ?", "quoted_text": null, "parent_author": "BruceInShadow", "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": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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": "reply:2069110265124164075", "ticker_idx": 0, "ts": "2026-06-22T17:28:24+00:00", "symbol": "SOXX", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "using $SOXX over expose on top of $VOO is a good strategy. likely $VOO $SOXX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends holding VOO plus an overweight in SOXX as a portfolio strategy going forward.", "resolved_tickers": ["SOXX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FrostyFinances I forgot to mention, using $SOXX over expose on top of $VOO is a good strategy. I already had thinking around that. likely $VOO $SOXX", "reply_text": null, "parent_text": "@DeepValueBagger Regardless of all these other market runners this year, Nvidia is the pillar of AI. Been in it and a fan for over 2yrs.  I also have a few shares that need cap gain time.  \n\nYeah, it's smart to rotate into indexes when you have a windfall from high flyers.  Protect the wealth.", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": -0.023755358432096974, "ret_signed_m1d": -0.023755358432096974, "alpha_spy_m1d": -0.02691227287169673, "alpha_c_m1d": -0.02691227287169673, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.003156914439599756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07880794850090633, "ret_signed_p1d": -0.07880794850090633, "alpha_spy_p1d": -0.06428599449041472, "alpha_c_p1d": -0.06428599449041472, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.014521954010491611, "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": [-0.4732, -0.4982, -0.5064, -0.5273, -0.4985, -0.4834, -0.4818, -0.4818, -0.4749, -0.4693, -0.4348, -0.4222, -0.4101, -0.3998, -0.3877, -0.3868, -0.3805, -0.3656, -0.3628, -0.358, -0.3411, -0.327, -0.2956, -0.3051, -0.3305, -0.3133, -0.2959, -0.2893, -0.2949, -0.2634, -0.2265, -0.2487, -0.206, -0.187, -0.2126, -0.1938, -0.1912, -0.224, -0.2433, -0.242, -0.206, -0.1993, -0.1801, -0.1801, -0.1301, -0.1394, -0.131, -0.1316, -0.1273, -0.0768, -0.0605, -0.0803, -0.1763, -0.128, -0.1422, -0.1737, -0.1044, -0.0901, -0.0405, -0.0974, -0.0844, -0.0238, -0.0238, 0.0, -0.0788, -0.0817, -0.0455, -0.0993, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069110265124164075", "ticker_idx": 1, "ts": "2026-06-22T17:28:24+00:00", "symbol": "VOO", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "using $SOXX over expose on top of $VOO is a good strategy. likely $VOO $SOXX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends holding VOO plus an overweight in SOXX as a portfolio strategy going forward.", "resolved_tickers": ["VOO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FrostyFinances I forgot to mention, using $SOXX over expose on top of $VOO is a good strategy. I already had thinking around that. likely $VOO $SOXX", "reply_text": null, "parent_text": "@DeepValueBagger Regardless of all these other market runners this year, Nvidia is the pillar of AI. Been in it and a fan for over 2yrs.  I also have a few shares that need cap gain time.  \n\nYeah, it's smart to rotate into indexes when you have a windfall from high flyers.  Protect the wealth.", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": 0.0029295827726685264, "ret_signed_m1d": 0.0029295827726685264, "alpha_spy_m1d": -0.00022733166693122975, "alpha_c_m1d": -0.00022733166693122975, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.003156914439599756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014225285236405316, "ret_signed_p1d": -0.014225285236405316, "alpha_spy_p1d": 0.000296668774086295, "alpha_c_p1d": 0.000296668774086295, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.014521954010491611, "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": [-0.12, -0.1356, -0.1503, -0.1533, -0.1291, -0.1221, -0.1211, -0.1211, -0.1172, -0.1167, -0.0944, -0.089, -0.0896, -0.0807, -0.0696, -0.0622, -0.0601, -0.0486, -0.0504, -0.0566, -0.0469, -0.0508, -0.0433, -0.0417, -0.0464, -0.0464, -0.0372, -0.0344, -0.0379, -0.0303, -0.0167, -0.0198, -0.0117, -0.0096, -0.0108, -0.0054, 0.0024, -0.0097, -0.0105, -0.0168, -0.0066, -0.0048, -0.0008, -0.0008, 0.0057, 0.0056, 0.0114, 0.0137, 0.0163, 0.0177, 0.0106, 0.0145, -0.0118, -0.0094, -0.0122, -0.0278, -0.0115, -0.006, 0.0113, 0.0053, -0.0068, 0.0029, 0.0029, 0.0, -0.0142, -0.0152, -0.0151, -0.0202, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2069089230635073633", "ticker_idx": 0, "ts": "2026-06-22T16:04:49+00:00", "symbol": "GOOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cutting google out", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Anthropic-MU deal cuts Google out of TPU/HBM supply chain — bearish GOOG, bullish MU.", "resolved_tickers": ["GOOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FrostyFinances Also anthropic x mu deal.  Tpu uses hbm. Means anthropic likely building platform directly with mu, cutting google out", "reply_text": null, "parent_text": "$GOOG $GOOGL selling off because one of their leading AI PhD dudes (a noble prize winner) went over to Anthropic.  Signals at least two possibilities: \n1) AI competition is everywhere (bullish)\n2) The AI experts aren't happy with where $GOOG  AI empire is going (bearish)\n\nImagine", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": 0.053558096052410686, "ret_signed_m1d": -0.053558096052410686, "alpha_spy_m1d": -0.05040118161281093, "alpha_c_m1d": -0.03197846155224027, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.02157963450017042, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007741304594532594, "ret_signed_p1d": 0.007741304594532594, "alpha_spy_p1d": -0.006780649415959017, "alpha_c_p1d": 0.011578063254209403, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.003836758659676809, "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": [-0.1702, -0.1956, -0.2156, -0.2173, -0.178, -0.155, -0.1563, -0.1563, -0.1471, -0.1291, -0.0981, -0.0935, -0.0953, -0.0853, -0.0528, -0.0416, -0.0465, -0.0275, -0.0389, -0.0531, -0.0323, -0.0322, -0.0191, -0.0013, -0.0043, -0.0048, 0.0944, 0.0981, 0.0878, 0.1011, 0.1322, 0.1327, 0.1377, 0.1083, 0.0998, 0.1434, 0.1381, 0.127, 0.1264, 0.1029, 0.1029, 0.0988, 0.0871, 0.0871, 0.1027, 0.1027, 0.1064, 0.0786, 0.0676, 0.0269, 0.0192, 0.0581, 0.0481, 0.0355, 0.0387, 0.013, 0.0223, 0.0269, 0.0526, 0.064, 0.0382, 0.0536, 0.0536, 0.0, -0.0077, -0.0107, -0.0189, -0.0404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2069089230635073633", "ticker_idx": 1, "ts": "2026-06-22T16:04:49+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "anthropic x mu deal. Tpu uses hbm. Means anthropic likely building platform directly with mu", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Anthropic-MU deal cuts Google out of TPU/HBM supply chain — bearish GOOG, bullish MU.", "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": "@FrostyFinances Also anthropic x mu deal.  Tpu uses hbm. Means anthropic likely building platform directly with mu, cutting google out", "reply_text": null, "parent_text": "$GOOG $GOOGL selling off because one of their leading AI PhD dudes (a noble prize winner) went over to Anthropic.  Signals at least two possibilities: \n1) AI competition is everywhere (bullish)\n2) The AI experts aren't happy with where $GOOG  AI empire is going (bearish)\n\nImagine", "quoted_text": null, "parent_author": "FrostyFinances", "ret_m1d": -0.06388582801143738, "ret_signed_m1d": -0.06388582801143738, "alpha_spy_m1d": -0.06704274245103714, "alpha_c_m1d": -0.05038630098350405, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.013499527027933333, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.13175880789530037, "ret_signed_p1d": -0.13175880789530037, "alpha_spy_p1d": -0.11723685388480876, "alpha_c_p1d": -0.06170455959148946, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.0700542483038109, "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": [-0.6847, -0.7067, -0.7052, -0.7344, -0.7211, -0.6963, -0.6977, -0.6977, -0.6882, -0.6883, -0.6642, -0.652, -0.6528, -0.6479, -0.6156, -0.6234, -0.6226, -0.6243, -0.6298, -0.629, -0.5976, -0.6023, -0.59, -0.567, -0.5837, -0.572, -0.5731, -0.5524, -0.5241, -0.4715, -0.4497, -0.4662, -0.3835, -0.3435, -0.3672, -0.3366, -0.3594, -0.4018, -0.4374, -0.4232, -0.3957, -0.3709, -0.38, -0.38, -0.2604, -0.2336, -0.2376, -0.1984, -0.1452, -0.1216, -0.1088, -0.1778, -0.2868, -0.2164, -0.2274, -0.2637, -0.1779, -0.1897, -0.1019, -0.1574, -0.1388, -0.0639, -0.0639, 0.0, -0.1318, -0.1344, 0.0018, -0.0653, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067921588779954340", "ticker_idx": 0, "ts": "2026-06-19T10:45:01+00:00", "symbol": "Nebius", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought more to celebrate", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to Nebius position after index inclusion; still long.", "resolved_tickers": ["NBIS"], "resolution_method": "exchange_ticker", "resolution_reason": "Nebius Group trades as NBIS on Nasdaq; context confirms ticker NBIS", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gtboard Bought more to celebrate", "reply_text": null, "parent_text": "@DeepValueBagger Still hold Nebius I assume esp. after the inclusion?", "quoted_text": null, "parent_author": "gtboard", "ret_m1d": 0.010860044599719565, "ret_signed_m1d": 0.010860044599719565, "alpha_spy_m1d": 0.007703130160119809, "alpha_c_m1d": -0.010719589900450854, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.02157963450017042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029477048705458975, "ret_signed_p1d": -0.029477048705458975, "alpha_spy_p1d": -0.014955094694967364, "alpha_c_p1d": -0.033313807365135784, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": 0.003836758659676809, "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": [-0.5942, -0.6264, -0.6445, -0.6747, -0.6341, -0.6405, -0.6163, -0.6163, -0.6032, -0.5861, -0.5593, -0.5193, -0.4888, -0.455, -0.429, -0.412, -0.417, -0.4459, -0.4388, -0.448, -0.4495, -0.4461, -0.4811, -0.4889, -0.5222, -0.5022, -0.5126, -0.4553, -0.3779, -0.3797, -0.3121, -0.3485, -0.3757, -0.3438, -0.3685, -0.2692, -0.2202, -0.2245, -0.2953, -0.3028, -0.3236, -0.2245, -0.2427, -0.2427, -0.2664, -0.2653, -0.2019, -0.1852, -0.0673, -0.0812, -0.1126, -0.0844, -0.1967, -0.2313, -0.2239, -0.2536, -0.2164, -0.1807, -0.083, -0.0653, -0.0095, 0.0109, 0.0109, 0.0, -0.0295, -0.0844, -0.0951, -0.1527, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}