{"unit_id": "orig:2002856031475617925", "ticker_idx": 0, "ts": "2025-12-21T21:37:43+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 stands out as one of my highest-conviction picks for 2026. Once they have that proof, $HIMS stock will grow rapidly.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Highest-conviction long HIMS into 2026 on GLP-1 tailwinds, international expansion, and new treatments; NVO/LLY benefit from current GLP-1 patent exclusivity until 2027.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why I expect the narrative to shift significantly.\n\nThe pharma industry is undervalued right now: Investment moves in waves, and AI is the hot topic right now. Every company has to mention AI in their quarterly reports to stay relevant. As investors and institutions do not want to miss this wave, they have moved a lot of money towards the AI sector. A direct result is that other industries are overlooked at the moment, and the pharma industry is one of them. I believe that capital allocation will be much more balanced in 2026.\n\nGLP-1 regulations: People still see GLP-1 as an obesity drug. Investors still underestimate the power of GLP-1. Studies show that GLP-1 significantly helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, chronic inflammation, and more. The only reason we don’t all take a daily GLP-1 pill is because of the patents held by $NVO and $LLY. At this moment, they are the only two companies allowed to legally produce GLP-1 products, but the first patents will expire in 2027. Once those patents expire, a lot of cheaper GLP-1 alternatives will hit the market. I believe that governments will start sharing the wide variety of benefits that GLP-1 provides, and the market will boom. The $HIMS platform is ideally positioned to benefit from this pivot.\n\nNegative sentiment: $HIMS has been releasing a lot of positive news lately, although the market is not reacting to it. They announced major international expansion and now have access to Canada, France, the UK, and Germany. They rolled out new personalized treatments for menopause and low testosterone, and they are launching a diagnostic arm offering lab testing. Without all those new announcements, $HIMS traded at $70; with these new features, it trades at $35. Investors are waiting for proof that these new initiatives will feed platform growth. Once they have that proof, $HIMS stock will grow rapidly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014550703204900817, "ret_signed_m1d": 0.014550703204900817, "alpha_spy_m1d": 0.020742025927362517, "alpha_c_m1d": 0.020742025927362517, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007132667772947077, "ret_signed_p1d": -0.007132667772947077, "alpha_spy_p1d": -0.011703070112605962, "alpha_c_p1d": -0.011703070112605962, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": -0.027104159304373376, "ret_signed_p1w": -0.027104159304373376, "alpha_spy_p1w": -0.03151391213619059, "alpha_c_p1w": -0.03151391213619059, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.13067047142367227, "ret_signed_p1m": -0.13067047142367227, "alpha_spy_p1m": -0.12008382117377847, "alpha_c_p1m": -0.12008382117377847, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.3106989907758333, "ret_signed_p3m": -0.3106989907758333, "alpha_spy_p3m": -0.27414974937212755, "alpha_c_p3m": -0.27414974937212755, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.10213980033188408, "ret_signed_p6m": -0.10213980033188408, "alpha_spy_p6m": -0.2007761789963034, "alpha_c_p6m": -0.2007761789963034, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": -0.3106989907758333, "alpha_spy_stated": -0.27414974937212755, "alpha_c_stated": -0.27414974937212755, "price_path": [0.5193, 0.5655, 0.6662, 0.6867, 0.6183, 0.6066, 0.6511, 0.499, 0.5623, 0.6539, 0.6596, 0.6619, 0.5392, 0.5615, 0.5412, 0.7906, 0.6876, 0.4203, 0.4653, 0.4083, 0.3541, 0.3835, 0.3917, 0.376, 0.3444, 0.3304, 0.2571, 0.297, 0.2665, 0.2208, 0.2476, 0.1846, 0.1706, 0.1712, 0.1341, 0.1133, 0.0285, 0.0551, 0.0151, 0.0345, 0.0223, -0.0408, -0.0097, 0.0779, 0.0582, 0.0956, 0.0956, 0.1344, 0.0702, 0.0359, 0.0576, 0.1418, 0.1184, 0.1161, 0.1361, 0.0807, 0.0776, 0.0616, 0.0342, 0.0516, -0.0023, -0.008, 0.0146, 0.0, -0.0071, -0.0108, -0.0108, -0.0211, -0.0271, -0.0573, -0.0736, -0.0736, -0.0468, -0.0097, 0.0117, 0.0117, -0.0337, -0.0959, -0.0773, -0.0813, -0.1064, -0.109, -0.1047, -0.1047, -0.1307, -0.1757, -0.1292, -0.1549, -0.1361, -0.1532, -0.182, -0.1478, -0.2271, -0.2456, -0.2713, -0.3039, -0.3301, -0.3432, -0.4485, -0.5081, -0.5238, -0.5492, -0.535, -0.535, -0.5358, -0.5481, -0.5486, -0.5541, -0.5575, -0.5589, -0.5486, -0.5549, -0.5857, -0.5298, -0.5486, -0.5307, -0.5469, -0.5509, -0.3678, -0.3304, -0.2616, -0.3198, -0.2933, -0.2902, -0.2873, -0.3395, -0.3107, -0.3718, -0.3592, -0.3912, -0.4054, -0.4049, -0.4471, -0.4642, -0.4077, -0.434, -0.4539, -0.4539, -0.42, -0.4437, -0.4468, -0.4365, -0.4456, -0.3966, -0.3906, -0.307, -0.23, -0.1777, -0.1153, -0.1509, -0.1723, -0.1969, -0.1281, -0.1615, -0.2037, -0.2488, -0.2248, -0.218, -0.222, -0.2488, -0.2331, -0.2682, -0.1934, -0.1686, -0.2859, -0.3113, -0.3084, -0.2853, -0.3641, -0.3598, -0.3427, -0.315, -0.3224, -0.3224, -0.3195, -0.281, -0.2759, -0.2539, -0.208, -0.2151, -0.2151, -0.2009, -0.2528, -0.2248, -0.1732, -0.2074, -0.1763, -0.2348, -0.1392, -0.1021]}
{"unit_id": "orig:2002856031475617925", "ticker_idx": 1, "ts": "2025-12-21T21:37:43+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only reason we don't all take a daily GLP-1 pill is because of the patents held by $NVO and $LLY. At this moment, they are the only two companies allowed to legally produce GLP-1 products", "tweet_type": "prediction", "timeline": "quarters", "summary": "Highest-conviction long HIMS into 2026 on GLP-1 tailwinds, international expansion, and new treatments; NVO/LLY benefit from current GLP-1 patent exclusivity until 2027.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why I expect the narrative to shift significantly.\n\nThe pharma industry is undervalued right now: Investment moves in waves, and AI is the hot topic right now. Every company has to mention AI in their quarterly reports to stay relevant. As investors and institutions do not want to miss this wave, they have moved a lot of money towards the AI sector. A direct result is that other industries are overlooked at the moment, and the pharma industry is one of them. I believe that capital allocation will be much more balanced in 2026.\n\nGLP-1 regulations: People still see GLP-1 as an obesity drug. Investors still underestimate the power of GLP-1. Studies show that GLP-1 significantly helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, chronic inflammation, and more. The only reason we don’t all take a daily GLP-1 pill is because of the patents held by $NVO and $LLY. At this moment, they are the only two companies allowed to legally produce GLP-1 products, but the first patents will expire in 2027. Once those patents expire, a lot of cheaper GLP-1 alternatives will hit the market. I believe that governments will start sharing the wide variety of benefits that GLP-1 provides, and the market will boom. The $HIMS platform is ideally positioned to benefit from this pivot.\n\nNegative sentiment: $HIMS has been releasing a lot of positive news lately, although the market is not reacting to it. They announced major international expansion and now have access to Canada, France, the UK, and Germany. They rolled out new personalized treatments for menopause and low testosterone, and they are launching a diagnostic arm offering lab testing. Without all those new announcements, $HIMS traded at $70; with these new features, it trades at $35. Investors are waiting for proof that these new initiatives will feed platform growth. Once they have that proof, $HIMS stock will grow rapidly.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0002078426394436228, "ret_signed_m1d": -0.0002078426394436228, "alpha_spy_m1d": 0.005983480083018078, "alpha_c_m1d": 0.005983480083018078, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0729729916382802, "ret_signed_p1d": 0.0729729916382802, "alpha_spy_p1d": 0.06840258929862131, "alpha_c_p1d": 0.06840258929862131, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": 0.07006245473996331, "ret_signed_p1w": 0.07006245473996331, "alpha_spy_p1w": 0.0656527019081461, "alpha_c_p1w": 0.0656527019081461, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": 0.2615385551384817, "ret_signed_p1m": 0.2615385551384817, "alpha_spy_p1m": 0.2721252053883755, "alpha_c_p1m": 0.2721252053883755, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.22910597738330063, "ret_signed_p3m": -0.22910597738330063, "alpha_spy_p3m": -0.19255673597959488, "alpha_c_p3m": -0.19255673597959488, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.06138897092242013, "ret_signed_p6m": -0.06138897092242013, "alpha_spy_p6m": -0.16002534958683945, "alpha_c_p6m": -0.16002534958683945, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": -0.22910597738330063, "alpha_spy_stated": -0.19255673597959488, "alpha_c_stated": -0.19255673597959488, "price_path": [0.2212, 0.1651, 0.1561, 0.1538, 0.1536, 0.2301, 0.2212, 0.2397, 0.2401, 0.227, 0.2393, 0.22, 0.1836, 0.1954, 0.178, 0.1792, 0.1661, 0.1304, 0.1588, 0.1389, 0.1098, 0.1067, 0.101, 0.0996, 0.0821, 0.068, 0.0403, 0.0283, 0.021, 0.0031, 0.0075, -0.0331, -0.0503, -0.0449, 0.0218, 0.0449, 0.022, 0.0033, 0.0075, -0.0114, 0.0187, -0.0104, -0.0098, -0.0651, -0.0216, 0.0127, 0.0127, 0.026, 0.0069, -0.0139, -0.011, -0.0023, -0.005, -0.0277, -0.0362, 0.0198, 0.0455, 0.0432, 0.0472, 0.0179, -0.0069, -0.0102, -0.0002, 0.0, 0.073, 0.0927, 0.0927, 0.0894, 0.0701, 0.0649, 0.0578, 0.0578, 0.0892, 0.1457, 0.1696, 0.1761, 0.1921, 0.2227, 0.2445, 0.2399, 0.2247, 0.1875, 0.2958, 0.2958, 0.2615, 0.2333, 0.2938, 0.2944, 0.3301, 0.3075, 0.2543, 0.2335, 0.2356, 0.2252, 0.0457, -0.0189, -0.099, -0.0096, 0.0264, 0.0212, 0.0133, 0.0173, 0.0306, 0.0306, 0.0264, 0.0235, 0.0073, -0.0141, -0.1761, -0.1977, -0.2067, -0.2179, -0.2214, -0.215, -0.2378, -0.1996, -0.1877, -0.1979, -0.173, -0.195, -0.1927, -0.2096, -0.2108, -0.1979, -0.201, -0.2214, -0.2291, -0.2405, -0.2345, -0.2331, -0.2447, -0.2432, -0.2507, -0.2394, -0.2079, -0.2138, -0.203, -0.203, -0.2097, -0.2045, -0.1894, -0.1931, -0.1914, -0.1814, -0.1526, -0.1204, -0.1179, -0.1267, -0.128, -0.1504, -0.1562, -0.1698, -0.1127, -0.112, -0.1127, -0.1317, -0.0901, -0.0543, -0.0433, -0.0329, -0.0138, -0.0129, -0.0071, 0.0, 0.013, 0.0147, -0.0129, -0.0357, -0.0457, -0.0457, -0.0286, -0.0433, -0.031, -0.031, -0.0476, -0.0398, -0.0191, -0.0176, -0.0502, -0.075, -0.0948, -0.0571, -0.0741, -0.1159, -0.0907, -0.0773, -0.0526, -0.0543, -0.0534, -0.0614]}
{"unit_id": "orig:2002856031475617925", "ticker_idx": 2, "ts": "2025-12-21T21:37:43+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the patents held by $NVO and $LLY. At this moment, they are the only two companies allowed to legally produce GLP-1 products", "tweet_type": "prediction", "timeline": "quarters", "summary": "Highest-conviction long HIMS into 2026 on GLP-1 tailwinds, international expansion, and new treatments; NVO/LLY benefit from current GLP-1 patent exclusivity until 2027.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why I expect the narrative to shift significantly.\n\nThe pharma industry is undervalued right now: Investment moves in waves, and AI is the hot topic right now. Every company has to mention AI in their quarterly reports to stay relevant. As investors and institutions do not want to miss this wave, they have moved a lot of money towards the AI sector. A direct result is that other industries are overlooked at the moment, and the pharma industry is one of them. I believe that capital allocation will be much more balanced in 2026.\n\nGLP-1 regulations: People still see GLP-1 as an obesity drug. Investors still underestimate the power of GLP-1. Studies show that GLP-1 significantly helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, chronic inflammation, and more. The only reason we don’t all take a daily GLP-1 pill is because of the patents held by $NVO and $LLY. At this moment, they are the only two companies allowed to legally produce GLP-1 products, but the first patents will expire in 2027. Once those patents expire, a lot of cheaper GLP-1 alternatives will hit the market. I believe that governments will start sharing the wide variety of benefits that GLP-1 provides, and the market will boom. The $HIMS platform is ideally positioned to benefit from this pivot.\n\nNegative sentiment: $HIMS has been releasing a lot of positive news lately, although the market is not reacting to it. They announced major international expansion and now have access to Canada, France, the UK, and Germany. They rolled out new personalized treatments for menopause and low testosterone, and they are launching a diagnostic arm offering lab testing. Without all those new announcements, $HIMS traded at $70; with these new features, it trades at $35. Investors are waiting for proof that these new initiatives will feed platform growth. 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{"unit_id": "orig:2024214799882522689", "ticker_idx": 0, "ts": "2026-02-18T20:09:51+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. Price target: $23.91 -> $67.3", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Highest-conviction long PL with 300% upside to $67.3 price target; SaaS-like recurring revenue, data moat, and government contract expansion underpin thesis.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. \n\nPrice target: $23.91 -> $67.3\n\nMost investors look at Planet Labs and see satellites. They see capital expenditure. They see launch risks.\n\nThey are missing the forest for the trees.\n\nPlanet Labs is not a normal space company. Planet Labs is a SaaS Database company with cameras in orbit.\n\nHere is the thesis for $PL based strictly on the fundamentals and the unique economics revealed in their 10-Ks and 10-Qs.\n\n1. The One-to-Many Economics (The Margin Story)\nThis is the single most important concept in the Planet Labs bull case, and it’s buried in their Description of Business filings.\n\nTraditional space companies (like Maxar or BlackSky) operate on a Tasking model.\n\n- Customer wants a photo.\n- Satellite moves.\n- Photo taken.\n- Result: 1 Unit of Cost = 1 Unit of Revenue.\n\nPlanet operates on a Monitoring model (Always-on).\n\nThe constellation scans the entire landmass of Earth daily.\n\nThe data goes into the database.\n\nCustomer A (Agriculture) buys the data.\nCustomer B (Defense) buys the exact same data.\nCustomer C (Finance) buys the exact same data.\n\nThe Unit Economics: You pay for the satellite once. You sell the same pixel infinite times. This is why their Gross Margins are expanding toward software levels (aiming for 70%+ long-term targets), vastly superior to traditional aerospace hardware margins.\n\n2. The Unreplicable Moat: The Time Machine\nIn their Annual Reports, Planet highlights their proprietary archive.\n\nCompetitors are launching satellites today. Great. They can show you what the world looks like today.\n\nBut if an intelligence agency needs to know \"When did China start building this runway?\" or a hedge fund needs to know \"How has this crop yield changed since 2018?\", only Planet Labs has the answer.\n\nThey have an image of every spot on Earth, every day, going back years.\n\nCompetitor Lag: 10+ years.\n\nBarrier to Entry: Impossible. You cannot launch a satellite today to take a picture of yesterday.\n\nThis archive is the training data for the world's geospatial AI. You cannot train a model on change-detection without historical data. $PL owns the training set.\n\n3. Financial Stability (The Anti-SPAC)\nWhile the space sector is littered with bankruptcies (Virgin Orbit, Astra), look at the Balance Sheet from the latest filings:\n\nCash & Cash Equivalents: Significant liquidity (approx ~$200M-$300M range depending on the specific quarter, usually ~30% of market cap).\n\nDebt: Negligible to zero.\n\nThey are not desperate for cash. They are playing the long game while competitors starve.\n\n4. The Quality of Revenue\nReviewing the Key Business Metrics in their filings reveals why this is a high-quality asset:\n\nRecurring ACV (Annual Contract Value): Consistently >90%.\nThis implies their revenue is sticky. Once a government or agricultural giant integrates Planet data into their workflow, they don't churn. It becomes a utility like electricity.\n\nNet Dollar Retention (NDR): Frequently >100%.\nExisting customers aren't just staying; they are spending more every year.\n\n5. The Sleeping Giant: Government Contracts\n\nThe 10-K highlights a shift in strategy: From Data to Solutions.\n\nWe are seeing a massive transition in US Government (USG) spending. The NRO (National Reconnaissance Office) and NGA (National Geospatial-Intelligence Agency) are moving from buying satellites to buying commercial data.\n\nEOCL Contract: A multi-year validation by the NRO.\nNASA: Renewed and expanded usage.\n\nPlanet is already embedded in the US federal ecosystem. As geopolitical tensions rise (Ukraine, Middle East, Taiwan Strait), the demand for \"Daily, Global Transparency\" becomes inelastic.\n\nThe Valuation Disconnect\n\nThe market treats $PL like a speculative de-SPAC. But the filings show a company with:\n\nSaaS metrics (90%+ recurring revenue).\nTech monopoly (Daily scan).\nFortress balance sheet (High cash, no debt).\n\nThe Catalyst: The launch of the Pelican (high-res) and Tanager (hyperspectral) constellations.\n\nPelican closes the resolution gap with Maxar.\n\nTanager opens a new market in carbon/methane detection (ESG compliance).\n\nSummary:\nYou are buying a monopoly on daily Earth data for roughly the price of the cash on their books plus a small premium. When the market realizes this is an AI/Data play and not a Hardware play, the multiple expansion will be violent.\n\nNote: Not financial advice, do your own research.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06444821825596181, "ret_signed_m1d": -0.06444821825596181, "alpha_spy_m1d": -0.05943576199414213, "alpha_c_m1d": -0.0646766779547332, "bench_spy_m1d": -0.0050124562618196755, "bench_c_m1d": 0.00022845969877138828, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05770854475323661, "ret_signed_p1d": 0.05770854475323661, "alpha_spy_p1d": 0.06034597848435019, "alpha_c_p1d": 0.050281632796626896, "bench_spy_p1d": -0.002637433731113581, "bench_c_p1d": 0.007426911956609716, "ret_p1w": 0.03748944390181519, "ret_signed_p1w": 0.03748944390181519, "alpha_spy_p1w": 0.02749358883648334, "alpha_c_p1w": 0.0342901317872204, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.003199312114594788, "ret_p1m": 0.13563602967140342, "ret_signed_p1m": 0.13563602967140342, "alpha_spy_p1m": 0.1742347949887073, "alpha_c_p1m": 0.19836456057213314, "bench_spy_p1m": -0.038598765317303885, "bench_c_p1m": -0.06272853090072972, "ret_p3m": 0.7527380375535577, "ret_signed_p3m": 0.7527380375535577, "alpha_spy_p3m": 0.6735043390558908, "alpha_c_p3m": 0.7745056811578298, "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": 0.13563602967140342, "alpha_spy_stated": 0.1742347949887073, "alpha_c_stated": 0.19836456057213314, "price_path": [-0.5299, -0.5139, -0.5059, -0.5063, -0.5063, -0.4987, -0.5072, -0.5042, -0.4941, -0.4549, -0.4621, -0.4545, -0.4591, -0.4549, -0.2641, -0.2317, -0.2397, -0.2468, -0.3062, -0.2633, -0.1921, -0.1323, -0.1268, -0.1441, -0.1441, -0.1845, -0.163, -0.1685, -0.1693, -0.1693, -0.1403, -0.099, -0.08, -0.0476, -0.0548, -0.0434, 0.0716, 0.0666, 0.1259, 0.1912, 0.2123, 0.2123, 0.1794, 0.1112, 0.0977, 0.1348, 0.0897, 0.1824, 0.1744, 0.1099, 0.0518, -0.0375, 0.0088, -0.083, -0.1394, -0.0623, 0.0118, -0.04, -0.088, -0.1028, -0.0556, -0.0556, -0.0644, 0.0, 0.0577, 0.0067, 0.0017, 0.0409, 0.0375, 0.0783, 0.0168, 0.1104, 0.0657, 0.0952, 0.0358, 0.0649, 0.0876, 0.0699, 0.0716, 0.0518, 0.0442, 0.0362, 0.1407, 0.0451, 0.1356, 0.425, 0.4246, 0.3408, 0.4899, 0.3648, 0.2999, 0.1748, 0.1773, 0.2936, 0.5114, 0.5114, 0.4751, 0.4815, 0.5396, 0.4419, 0.4604, 0.4457, 0.4292, 0.4495, 0.6803, 0.6209, 0.5796, 0.6019, 0.6626, 0.6129, 0.4928, 0.4933, 0.4756, 0.4356, 0.5573, 0.5543, 0.6234, 0.564, 0.6719, 0.4844, 0.6445, 0.7624, 0.7136, 0.7161, 0.813, 0.7532, 0.7527, 0.7519, 0.797, 0.7894, 0.8682, 0.8682, 1.0354, 1.1264, 1.1651, 1.1542, 0.957, 1.0257, 0.8168, 0.8336, 0.3572, 0.3791, 0.313, 0.294, 0.4393, 0.3121, 0.2881, 0.1883, 0.1887, 0.1891, 0.1891, 0.2119, 0.2018, 0.1078, 0.1167, 0.1403, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996722716603220018", "ticker_idx": 0, "ts": "2025-12-04T23:26:07+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Best Mag7 company imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses GOOGL as the best Mag7 company; bullish on its AI stack dominance.", "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": "tl", "tweet_text": "@TheEUInvestor Best Mag7 company imo", "reply_text": null, "parent_text": "$GOOGL From defense to offense, from “Search is Dead” to  “AI King”\nAcross the AI stack:\n\n✅Google DCs\n✅Google TPUs\n✅Google Cloud\n✅Google Gemini\n✅Google A2A Protocol https://t.co/ITLAr8BTeR", "quoted_text": null, "parent_author": "TheEUInvestor", "ret_m1d": -0.011361006036462395, "ret_signed_m1d": -0.011361006036462395, "alpha_spy_m1d": -0.009465122394391345, "alpha_c_m1d": 7.920867221800076e-05, "bench_spy_m1d": -0.00189588364207105, "bench_c_m1d": -0.011440214708680396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02286154054663181, "ret_signed_p1d": -0.02286154054663181, "alpha_spy_p1d": -0.0198573314408258, "alpha_c_p1d": -0.015433968379731211, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": -0.007427572166900598, "ret_p1w": -0.03665963123366778, "ret_signed_p1w": -0.03665963123366778, "alpha_spy_p1w": -0.03092827195043457, "alpha_c_p1w": -0.0317078945470427, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.0049517366866250745, "ret_p1m": -0.014078099397571986, "ret_signed_p1m": -0.014078099397571986, "alpha_spy_p1m": -0.020002242152835414, "alpha_c_p1m": -0.022625906769171866, "bench_spy_p1m": 0.0059241427552634285, "bench_c_p1m": 0.00854780737159988, "ret_p3m": -0.05584603366043528, "ret_signed_p3m": -0.05584603366043528, "alpha_spy_p3m": -0.05798181963990723, "alpha_c_p3m": -0.07330163011075397, "bench_spy_p3m": 0.002135785979471949, "bench_c_p3m": 0.01745559645031869, "ret_p6m": 0.17309849149352186, "ret_signed_p6m": 0.17309849149352186, "alpha_spy_p6m": 0.06055620343372947, "alpha_c_p6m": 0.1797201962675089, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": -0.006621704773987047, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014078099397571986, "alpha_spy_stated": -0.020002242152835414, "alpha_c_stated": -0.022625906769171866, "price_path": [-0.2541, -0.2555, -0.2518, -0.2505, -0.2168, -0.2182, -0.2233, -0.2155, -0.2071, -0.214, -0.2167, -0.2307, -0.2349, -0.2326, -0.2404, -0.2433, -0.2377, -0.2353, -0.2363, -0.2205, -0.235, -0.2386, -0.2482, -0.2636, -0.24, -0.236, -0.2186, -0.2173, -0.2116, -0.2015, -0.2204, -0.2166, -0.2123, -0.191, -0.1619, -0.1675, -0.1454, -0.1239, -0.1248, -0.1169, -0.1361, -0.115, -0.1137, -0.1321, -0.097, -0.0933, -0.1076, -0.1329, -0.1396, -0.1128, -0.1151, -0.0886, -0.099, -0.0673, -0.0084, 0.0068, -0.0041, -0.0041, -0.0034, -0.0199, -0.017, -0.0051, -0.0114, 0.0, -0.0229, -0.0124, -0.0026, -0.0269, -0.0367, -0.04, -0.0451, -0.0758, -0.0579, -0.0433, -0.0351, -0.0209, -0.0217, -0.0217, -0.0235, -0.0234, -0.0225, -0.0251, -0.0251, -0.0184, -0.0141, -0.0209, 0.0029, 0.0136, 0.0234, 0.0336, 0.0464, 0.046, 0.0365, 0.0278, 0.0278, 0.0029, 0.0228, 0.0295, 0.0214, 0.038, 0.042, 0.0466, 0.0535, 0.0528, 0.0705, 0.0581, 0.0373, 0.0317, 0.0056, 0.0102, -0.0077, -0.0315, -0.0376, -0.0478, -0.0478, -0.0593, -0.0552, -0.0567, -0.0189, -0.0298, -0.0316, -0.0254, -0.0426, -0.029, -0.0453, -0.0544, -0.0558, -0.0629, -0.0702, -0.0451, -0.043, -0.0378, -0.0539, -0.0578, -0.0476, -0.0309, -0.041, -0.0427, -0.0618, -0.0585, -0.0947, -0.0932, -0.1244, -0.1449, -0.1475, -0.1037, -0.0731, -0.0781, -0.0781, -0.065, -0.0479, -0.011, -0.0073, -0.0112, 0.0015, 0.0376, 0.0508, 0.0473, 0.065, 0.0517, 0.0357, 0.0576, 0.0563, 0.0735, 0.092, 0.0902, 0.0907, 0.1994, 0.2021, 0.1945, 0.2107, 0.2406, 0.2405, 0.2492, 0.2113, 0.2073, 0.2549, 0.2501, 0.2367, 0.2372, 0.2083, 0.2122, 0.2083, 0.1937, 0.1937, 0.2121, 0.2119, 0.216, 0.1855, 0.1731]}
{"unit_id": "quote:1989016238752666075", "ticker_idx": 0, "ts": "2025-11-13T17:03:20+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "sets up a massive recovery play for those with patience", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish HIMS longer-term: lab launch deepens moat during sell-off, setting up recovery for patient investors despite near-term weakness.", "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 has been taken to the woodshed lately, and frankly, a lab launch won't fix broken sentiment overnight. The market is currently trading on fear, not fundamentals.\n\nHowever, this is exactly what you want to see while the price collapses: Execution.\n\nWhile the street panics, $HIMS is deepening its moat. It probably won't stop the bleeding today, but it sets up a massive recovery play for those with patience.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS LAUNCHES LAB TESTING\n\n- Up to 120 biomarkers\n- 10 vital health areas\n- Starting at $199/year https://t.co/yARZObrTfj", "parent_author": null, "ret_m1d": 0.08238561119440657, "ret_signed_m1d": 0.08238561119440657, "alpha_spy_m1d": 0.06551160917009047, "alpha_c_m1d": 0.06551160917009047, "bench_spy_m1d": 0.016874002024316104, "bench_c_m1d": 0.016874002024316104, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0257975124787162, "ret_signed_p1d": 0.0257975124787162, "alpha_spy_p1d": 0.025961245278874, "alpha_c_p1d": 0.025961245278874, "bench_spy_p1d": -0.0001637328001578009, "bench_c_p1d": -0.0001637328001578009, "ret_p1w": -0.06740638991963321, "ret_signed_p1w": -0.06740638991963321, "alpha_spy_p1w": -0.038375410629909346, "alpha_c_p1w": -0.038375410629909346, "bench_spy_p1w": -0.02903097928972387, "bench_c_p1w": -0.02903097928972387, "ret_p1m": 0.03217752765496851, "ret_signed_p1m": 0.03217752765496851, "alpha_spy_p1m": 0.017714097348411784, "alpha_c_p1m": 0.017714097348411784, "bench_spy_p1m": 0.014463430306556724, "bench_c_p1m": 0.014463430306556724, "ret_p3m": -0.5217753082947393, "ret_signed_p3m": -0.5217753082947393, "alpha_spy_p3m": -0.5546975972096898, "alpha_c_p3m": -0.5546975972096898, "bench_spy_p3m": 0.032922288914950526, "bench_c_p3m": 0.032922288914950526, "ret_p6m": -0.21581134379883116, "ret_signed_p6m": -0.21581134379883116, "alpha_spy_p6m": -0.31964440374051195, "alpha_c_p6m": -0.31964440374051195, "bench_spy_p6m": 0.1038330599416808, "bench_c_p6m": 0.1038330599416808, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03217752765496851, "alpha_spy_stated": 0.017714097348411784, "alpha_c_stated": 0.017714097348411784, "price_path": [0.251, 0.17, 0.2033, 0.2194, 0.2363, 0.1925, 0.258, 0.2208, 0.2239, 0.1748, 0.1748, 0.152, 0.2333, 0.3345, 0.3429, 0.377, 0.3257, 0.3254, 0.4358, 0.5395, 0.4968, 0.4117, 0.3967, 0.5589, 0.6039, 0.6006, 0.5534, 0.4771, 0.5221, 0.62, 0.6399, 0.5734, 0.562, 0.6053, 0.4574, 0.519, 0.608, 0.6136, 0.6158, 0.4965, 0.5182, 0.4985, 0.7409, 0.6408, 0.3809, 0.4247, 0.3692, 0.3165, 0.3451, 0.3531, 0.3379, 0.3071, 0.2935, 0.2222, 0.261, 0.2313, 0.187, 0.213, 0.1517, 0.1381, 0.1387, 0.1026, 0.0824, 0.0, 0.0258, -0.013, 0.0058, -0.0061, -0.0674, -0.0372, 0.048, 0.0288, 0.0652, 0.0652, 0.1029, 0.0405, 0.0072, 0.0283, 0.1101, 0.0874, 0.0852, 0.1046, 0.0508, 0.0477, 0.0322, 0.0055, 0.0225, -0.03, -0.0355, -0.0136, -0.0277, -0.0347, -0.0383, -0.0383, -0.0483, -0.0541, -0.0835, -0.0993, -0.0993, -0.0732, -0.0372, -0.0164, -0.0164, -0.0605, -0.1209, -0.1029, -0.1068, -0.1312, -0.1337, -0.1295, -0.1295, -0.1548, -0.1986, -0.1534, -0.1784, -0.1601, -0.1767, -0.2047, -0.1714, -0.2485, -0.2666, -0.2915, -0.3232, -0.3487, -0.3614, -0.4638, -0.5218, -0.537, -0.5617, -0.5479, -0.5479, -0.5487, -0.5606, -0.5612, -0.5664, -0.5698, -0.5712, -0.5612, -0.5673, -0.5972, -0.5429, -0.5612, -0.5437, -0.5595, -0.5634, -0.3853, -0.349, -0.2821, -0.3387, -0.3129, -0.3098, -0.3071, -0.3578, -0.3298, -0.3892, -0.377, -0.408, -0.4219, -0.4214, -0.4624, -0.4791, -0.4241, -0.4497, -0.4691, -0.4691, -0.4361, -0.4591, -0.4621, -0.4521, -0.461, -0.4133, -0.4075, -0.3262, -0.2513, -0.2006, -0.1398, -0.1745, -0.1953, -0.2191, -0.1523, -0.1847, -0.2258, -0.2696, -0.2463, -0.2397, -0.2436, -0.2696, -0.2544, -0.2885, -0.2158]}
{"unit_id": "quote:1982899651457282526", "ticker_idx": 0, "ts": "2025-10-27T19:58:12+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If they reach full potential, they can go way higher!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish CIFR: already near neutral PT but sees material upside if full potential is realized.", "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": "$CIFR almost reaching neutral price target already. If they reach full potential, they can go way higher!", "reply_text": null, "parent_text": null, "quoted_text": "$CIFR has seen massive valuation growth this year, riding the AI datacenter wave. After a recent pullback from its highs, many investors are asking if this is a dip-buying opportunity or a signal of underlying risk. \n\nLet's dig into $CIFR 🧵 https://t.co/yoPDkBDcxv", "parent_author": null, "ret_m1d": 0.005842206744696377, "ret_signed_m1d": 0.005842206744696377, "alpha_spy_m1d": 0.01750230926005325, "alpha_c_m1d": 0.023969354695886902, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.018127147951190525, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028237673086773385, "ret_signed_p1d": -0.028237673086773385, "alpha_spy_p1d": -0.030893689105853217, "alpha_c_p1d": -0.03813734630154342, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": 0.009899673214770033, "ret_p1w": 0.10808175337890424, "ret_signed_p1w": 0.10808175337890424, "alpha_spy_p1w": 0.1108544314933646, "alpha_c_p1w": 0.09834931025891125, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": 0.009732443119992995, "ret_p1m": -0.14703020073775575, "ret_signed_p1m": -0.14703020073775575, "alpha_spy_p1m": -0.132115773597141, "alpha_c_p1m": -0.08502359740333931, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": -0.06200660333441643, "ret_p3m": -0.15335936638141245, "ret_signed_p3m": -0.15335936638141245, "alpha_spy_p3m": -0.16178840484326173, "alpha_c_p3m": -0.12392625488412823, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": -0.029433111497284226, "ret_p6m": -0.12171372388353252, "ret_signed_p6m": -0.12171372388353252, "alpha_spy_p6m": -0.15505833724702744, "alpha_c_p6m": -0.15928731357896153, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.03757358969542901, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14703020073775575, "alpha_spy_stated": -0.132115773597141, "alpha_c_stated": -0.08502359740333931, "price_path": [-0.7347, -0.7342, -0.76, -0.7473, -0.7561, -0.7463, -0.7629, -0.7687, -0.7683, -0.7702, -0.7614, -0.741, -0.7463, -0.7055, -0.7196, -0.7103, -0.7128, -0.6894, -0.6767, -0.6534, -0.6597, -0.6582, -0.628, -0.628, -0.5949, -0.6052, -0.6397, -0.6339, -0.6241, -0.5511, -0.501, -0.5146, -0.4718, -0.4718, -0.4396, -0.3973, -0.4231, -0.4021, -0.3204, -0.3111, -0.3116, -0.4323, -0.4416, -0.3841, -0.387, -0.3866, -0.3277, -0.2843, -0.2532, -0.2332, -0.1431, -0.1241, -0.1738, -0.0097, 0.017, 0.0239, -0.0886, -0.0867, -0.0307, -0.12, -0.2157, -0.1599, 0.0058, 0.0, -0.0282, -0.0463, -0.0716, -0.092, 0.1081, 0.0959, 0.203, 0.057, 0.0073, -0.0433, -0.091, -0.1538, -0.2731, -0.3009, -0.3014, -0.2902, -0.2882, -0.2911, -0.3111, -0.1865, -0.147, -0.0677, -0.0677, -0.0093, -0.0414, -0.1412, -0.093, -0.0346, -0.0613, -0.0516, -0.0477, -0.1003, -0.0808, -0.1699, -0.2824, -0.2702, -0.2994, -0.2624, -0.2108, -0.2045, -0.2254, -0.2103, -0.2103, -0.2605, -0.2658, -0.2897, -0.2814, -0.2814, -0.2113, -0.1159, -0.1461, -0.2171, -0.1943, -0.1904, -0.1392, -0.1115, -0.1173, -0.147, -0.0847, -0.0847, -0.1276, -0.1373, -0.1534, -0.1446, -0.1972, -0.0871, -0.0764, -0.1383, -0.223, -0.2303, -0.2084, -0.3062, -0.3817, -0.2829, -0.184, -0.1675, -0.2074, -0.2162, -0.2006, -0.2006, -0.2386, -0.2493, -0.2308, -0.2868, -0.259, -0.1665, -0.1913, -0.1977, -0.2405, -0.2327, -0.2838, -0.2191, -0.2624, -0.3369, -0.3033, -0.3204, -0.313, -0.3325, -0.3145, -0.2629, -0.2653, -0.2858, -0.2872, -0.3179, -0.2751, -0.2756, -0.2269, -0.3014, -0.3308, -0.415, -0.3734, -0.3846, -0.3759, -0.3759, -0.35, -0.3179, -0.2493, -0.2035, -0.1952, -0.1353, -0.1018, -0.1237, -0.1558, -0.057, -0.0609, -0.1217]}
{"unit_id": "quote:2031084222874824833", "ticker_idx": 0, "ts": "2026-03-09T19:06:29+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought 4 new shares today. The first buy I want to share with you is SK Hynix. I bought the stock at €487 at the Frankfurt stock exchange today. I believe that Hynix is a foundational AI infrastructure play that the broader market is still severely mispricing.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Initiated long SK Hynix at €487; thesis: monopolistic HBM share, AI structural tailwind, profoundly undervalued at 5.2x fwd P/E vs 25%+ FCF growth.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I bought 4 new shares today. The first buy I want to share with you is SK Hynix. I bought the stock at €487 at the Frankfurt stock exchange today.\n\nI believe that Hynix is a foundational AI infrastructure play that the broader market is still severely mispricing.\n\nGenerative AI training requires massive, rapid data ingestion, and right now, logic processors are quite literally starving without stacked memory.\n\nWhat do they do? \n\nSK Hynix is the indispensable backbone of Nvidia's AI accelerators, commanding a monopolistic 62 percent global market share in High-Bandwidth Memory. \n\nThey established this massive lead through a proprietary packaging process called MR-MUF. This technology dissipates heat drastically better than the processes used by rivals like Samsung, resulting in far fewer defects. \n\nBecause manufacturing and installing the microscopic through-silicon via production lines takes 18 to 24 months, new capacity cannot simply be spun up overnight. Consequently, SK Hynix’s entire production capacity is fully booked and completely sold out through 2026.\n\nHow do they make money? \n\nThis severe supply constraint has forced a highly profitable evolution. SK Hynix has transitioned from a cyclical commodity memory manufacturer into a full-stack AI memory provider. \n\nThey are now selling highly customized, premium HBM modules directly to hyperscalers under long-term, forward-booked supply agreements. \n\nThe financials reflect this dominance. They are generating record-breaking numbers, boasting an incredible 49% operating profit margin and sitting on a cash pile of $19.2 billion.\n\nWhat is my business case? \n\nThe core investment case rests on a massive valuation asymmetry. Wall Street is terrified of historical memory cycles and is pricing SK Hynix as a volatile commodity facing an imminent bust. \n\nThe stock is currently trading at a severely distressed Next Twelve Months Forward P/E of just 5.2x. Running a reverse discounted cash flow analysis reveals that the market implies a mere 7.6% free cash flow growth rate over the next decade. \n\nThis is completely disconnected from the structural growth of the AI infrastructure buildout, which easily exceeds 25%. Because this AI expansion is a permanent structural shift rather than a fleeting cycle, the equity is profoundly undervalued and primed for multiple expansion.\n\nWhat is my exit strategy? \n\nFirst, I think I must closely monitor the cascading effects of the conflict in Iran on global LNG prices. A sustained spike in energy costs could severely compress SK Hynix's operating margins due to the highly power-intensive nature of semiconductor fabrication.\n\nThe other immediate risk is a severe HBM supply glut emerging in late 2026 or 2027. If new capacity from Samsung and $MU finally floods the market, it would rapidly erode SK Hynix's pricing power and margins. \n\nFurthermore, with 40 percent of their global DRAM supply and 25 percent of their NAND output manufactured inside China, any revocation of US export licenses for advanced chipmaking tools could render a massive portion of their legacy supply chain technologically obsolete.\n\nHowever, that downside is heavily priced into the current 5.2x multiple. I feel that the market is giving us a clear opportunity to buy a monopoly-like asset feeding the biggest technological shift of our decade at a distressed valuation, and the upside is simply too massive to ignore.\n\nNote: This are my own financial decisions and no financial advice. Do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix still looks like a clear buying opportunity to me. \n\nThis graph perfectly shows why. Despite their stock price running up, their earnings growth is so explosive that the valuation keeps compressing. \n\nEvery time the Forward P/E spikes, they report massive revenues and https://t.co/y0XK63ycm3", "parent_author": null, "ret_m1d": -0.1087419931810295, "ret_signed_m1d": -0.1087419931810295, "alpha_spy_m1d": -0.10005810299507745, "alpha_c_m1d": -0.0737241223247792, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.0350178708562503, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018123632209036122, "ret_signed_p1d": 0.018123632209036122, "alpha_spy_p1d": 0.0197307381048758, "alpha_c_p1d": 0.010618011873496647, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": 0.007505620335539476, "ret_p1w": 0.034115111594815506, "ret_signed_p1w": 0.034115111594815506, "alpha_spy_p1w": 0.0477380140796283, "alpha_c_p1w": 0.035256125604563926, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.00114101400974842, "ret_p1m": 0.1012793250150894, "ret_signed_p1m": 0.1012793250150894, "alpha_spy_p1m": 0.12671131218501985, "alpha_c_p1m": 0.08725696315245934, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": 0.014022361862630062, "ret_p3m": 1.2071920205743352, "ret_signed_p3m": 1.2071920205743352, "alpha_spy_p3m": 1.0879362594185868, "alpha_c_p3m": 0.6159704847919192, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.591221535782416, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.3988, -0.3924, -0.4105, -0.436, -0.4137, -0.4126, -0.4179, -0.3828, -0.3785, -0.3743, -0.3743, -0.3626, -0.319, -0.3072, -0.3072, -0.3072, -0.2796, -0.2594, -0.2274, -0.2104, -0.1955, -0.2083, -0.203, -0.2147, -0.2104, -0.203, -0.1955, -0.187, -0.2093, -0.2125, -0.1966, -0.1838, -0.2168, -0.1487, -0.1051, -0.0838, -0.0327, -0.1168, -0.0348, -0.0423, -0.104, -0.1072, -0.0561, -0.0678, -0.0848, -0.055, -0.0636, -0.0636, -0.0636, -0.0636, -0.0487, 0.0099, 0.012, 0.0695, 0.0833, 0.1716, 0.1311, 0.1311, 0.0011, -0.0949, 0.0032, -0.0149, -0.1087, 0.0, 0.0181, -0.0085, -0.0299, 0.0384, 0.0341, 0.1258, 0.08, 0.0736, -0.0053, 0.0512, 0.0608, -0.0053, -0.0053, -0.0693, -0.1397, -0.0437, -0.1151, -0.0661, -0.0554, -0.0235, 0.1013, 0.064, 0.0949, 0.1087, 0.1759, 0.2111, 0.2313, 0.2026, 0.2431, 0.3049, 0.3038, 0.306, 0.3028, 0.3774, 0.3859, 0.3785, 0.371, 0.371, 0.5426, 0.5426, 0.7068, 0.7633, 0.7974, 1.0043, 0.9563, 1.1066, 1.1002, 0.9392, 0.9616, 0.8603, 0.8603, 1.0682, 1.0693, 1.0693, 1.1876, 1.3913, 1.4407, 1.4876, 1.5196, 1.5164, 1.5164, 1.4503, 1.2072, 1.0377, 1.3618, 1.1837, 1.2402, 1.2925, 1.4396, 1.5399, 1.6881, 1.863, 1.9472, 2.1125, 1.7243, 1.7947, 2.1103, 1.8502, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2023745895892701320", "ticker_idx": 0, "ts": "2026-02-17T13:06:35+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's 4.5GW pipeline is a massive strategic moat. As they monetize the remaining 90%, the market should re-rate them as critical infrastructure", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long IREN: 4.5GW power pipeline is a strategic moat; monetizing remaining 90% capacity should drive a re-rating as critical AI 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": "reply_other", "lang": "en", "tweet_text": "@moninvestor Power access is the bottleneck for AI scaling. $IREN's 4.5GW pipeline is a massive strategic moat. As they monetize the remaining 90%, the market should re-rate them as critical infrastructure.", "reply_text": null, "parent_text": "$IREN AI needs power. A lot of it.\n\nGlobal data center electricity demand is set to quadruple over the next decade. The companies that own the power infrastructure are going to win this cycle.\n\nIREN controls 4.5 GW of power capacity and has only monetized around 10% of it so far. https://t.co/I6vmzcNRUD", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.030510128453897778, "ret_signed_m1d": 0.030510128453897778, "alpha_spy_m1d": 0.03212101233915521, "alpha_c_m1d": 0.0410464433958061, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.01053631494190832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027093008964584886, "ret_signed_p1d": 0.027093008964584886, "alpha_spy_p1d": 0.022055301414008133, "alpha_c_p1d": 0.019621689906260453, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.007471319058324433, "ret_p1w": 0.10934828920562678, "ret_signed_p1w": 0.10934828920562678, "alpha_spy_p1w": 0.10275828516830798, "alpha_c_p1w": 0.13271990556435032, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": -0.023371616358723535, "ret_p1m": 0.03026599528493379, "ret_signed_p1m": 0.03026599528493379, "alpha_spy_p1m": 0.061634515143500934, "alpha_c_p1m": 0.09214329475974703, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.06187729947481324, "ret_p3m": 0.29216492676004924, "ret_signed_p3m": 0.29216492676004924, "alpha_spy_p3m": 0.2067307514545118, "alpha_c_p3m": 0.3082056443764155, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.016040717616366273, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03026599528493379, "alpha_spy_stated": 0.061634515143500934, "alpha_c_stated": 0.09214329475974703, "price_path": [0.061, 0.0315, 0.1835, 0.1587, 0.1826, 0.1826, 0.167, 0.1835, 0.0037, 0.073, 0.1338, 0.0913, 0.1311, 0.1433, 0.072, 0.0725, -0.0205, -0.134, -0.1069, -0.1755, -0.1262, -0.0256, 0.0261, 0.0268, 0.0247, 0.0247, -0.0164, -0.0381, -0.0652, -0.0781, -0.0781, 0.0422, 0.1774, 0.1206, 0.0648, 0.115, 0.1235, 0.2285, 0.2934, 0.2907, 0.2665, 0.4113, 0.4113, 0.3244, 0.3053, 0.2756, 0.3835, 0.278, 0.4642, 0.5362, 0.4606, 0.3117, 0.2956, 0.3276, 0.0969, -0.0288, 0.021, 0.1264, 0.0478, 0.0415, -0.0229, 0.0305, 0.0305, 0.0, 0.0271, 0.0566, -0.0242, 0.0339, 0.1093, 0.0747, 0.0798, -0.0005, 0.0103, -0.0517, 0.0701, -0.0206, -0.1042, -0.052, -0.0696, 0.0247, 0.0098, 0.0149, 0.0969, 0.0486, 0.0303, 0.0168, 0.0078, 0.029, 0.0037, 0.0112, -0.0859, -0.1435, -0.2282, -0.1633, -0.1679, -0.1513, -0.1513, -0.1425, -0.1277, -0.101, -0.0954, -0.0403, 0.0513, 0.1562, 0.1916, 0.1643, 0.1745, 0.1892, 0.1025, 0.1811, 0.2697, 0.236, 0.1804, 0.0847, 0.0461, 0.1108, 0.1145, 0.2077, 0.3361, 0.4884, 0.3876, 0.4938, 0.3461, 0.3805, 0.3466, 0.4254, 0.2922, 0.2316, 0.1652, 0.2866, 0.4171, 0.3871, 0.3871, 0.4591, 0.6558, 0.5633, 0.5509, 0.5946, 0.6256, 0.5982, 0.5099, 0.3266, 0.4447, 0.3185, 0.2575, 0.3842, 0.4589, 0.4852, 0.4445, 0.4184, 0.4635, 0.4635, 0.3881, 0.3356, 0.2277, 0.1652, 0.1523, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2010757281130897593", "ticker_idx": 0, "ts": "2026-01-12T16:54:28+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The ceiling not in sight if you ask me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL; ceiling not in sight after 6x gain, more upside expected.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL now my second 6-bagger. The ceiling not in sight if you ask me. https://t.co/CdoJOivBLt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10731137548248837, "ret_signed_m1d": -0.10731137548248837, "alpha_spy_m1d": -0.10574340487461109, "alpha_c_m1d": -0.09971194351741874, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.007599431965069625, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004717014021786259, "ret_signed_p1d": -0.004717014021786259, "alpha_spy_p1d": -0.0027175072564044056, "alpha_c_p1d": -0.009864995093054496, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.005147981071268237, "ret_p1w": 0.1312893114179179, "ret_signed_p1w": 0.1312893114179179, "alpha_spy_p1w": 0.13632413530014742, "alpha_c_p1w": 0.10842972219975189, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.022859589218166, "ret_p1m": -0.10416664948503462, "ret_signed_p1m": -0.10416664948503462, "alpha_spy_p1m": -0.09979356145324725, "alpha_c_p1m": -0.1699876876472728, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.06582103816223817, "ret_p3m": 0.34551882168442427, "ret_signed_p3m": 0.34551882168442427, "alpha_spy_p3m": 0.3647851590219494, "alpha_c_p3m": 0.28727380745440856, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.05824501423001571, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10416664948503462, "alpha_spy_stated": -0.09979356145324725, "alpha_c_stated": -0.1699876876472728, "price_path": [-0.4068, -0.48, -0.4847, -0.467, -0.4925, -0.5086, -0.491, -0.465, -0.4768, -0.4953, -0.4929, -0.4945, -0.4713, -0.4815, -0.5008, -0.4792, -0.5102, -0.4965, -0.4737, -0.5098, -0.511, -0.5515, -0.5519, -0.5594, -0.5499, -0.5366, -0.5586, -0.5613, -0.5464, -0.5389, -0.5393, -0.5393, -0.5322, -0.5401, -0.5373, -0.5279, -0.4914, -0.498, -0.491, -0.4953, -0.4914, -0.3133, -0.283, -0.2905, -0.2972, -0.3526, -0.3125, -0.2461, -0.1903, -0.1851, -0.2013, -0.2013, -0.239, -0.2189, -0.2241, -0.2248, -0.2248, -0.1977, -0.1592, -0.1415, -0.1112, -0.1179, -0.1073, 0.0, -0.0047, 0.0507, 0.1116, 0.1313, 0.1313, 0.1006, 0.0369, 0.0244, 0.059, 0.0169, 0.1034, 0.0959, 0.0358, -0.0185, -0.1018, -0.0586, -0.1443, -0.1969, -0.125, -0.0558, -0.1042, -0.149, -0.1627, -0.1187, -0.1187, -0.127, -0.0668, -0.013, -0.0605, -0.0653, -0.0287, -0.0318, 0.0063, -0.0511, 0.0362, -0.0055, 0.022, -0.0334, -0.0063, 0.0149, -0.0016, 0.0, -0.0185, -0.0256, -0.033, 0.0645, -0.0248, 0.0597, 0.3298, 0.3294, 0.2512, 0.3903, 0.2736, 0.2131, 0.0963, 0.0987, 0.2072, 0.4104, 0.4104, 0.3766, 0.3825, 0.4367, 0.3455, 0.3628, 0.3491, 0.3337, 0.3526, 0.568, 0.5126, 0.4741, 0.4949, 0.5515, 0.5051, 0.3931, 0.3935, 0.377, 0.3396, 0.4532, 0.4505, 0.5149, 0.4595, 0.5601, 0.3852, 0.5346, 0.6447, 0.5991, 0.6014, 0.6918, 0.636, 0.6356, 0.6348, 0.6769, 0.6698, 0.7433, 0.7433, 0.8994, 0.9843, 1.0204, 1.0102, 0.8263, 0.8903, 0.6954, 0.7111, 0.2665, 0.2869, 0.2252, 0.2075, 0.3432, 0.2244, 0.202, 0.1089, 0.1093, 0.1097, 0.1097, 0.1309, 0.1215, 0.0338, 0.0421, 0.0641, null, null, null, null, null, null, null]}
{"unit_id": "reply:1979965189467283800", "ticker_idx": 0, "ts": "2025-10-19T17:37:41+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 can easily go to $390 long-term!", "tweet_type": "prediction", "timeline": "years", "summary": "Long HIMS with a $390 long-term price target.", "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": "@zarieinvests $HIMS can easily go to $390 long-term! https://t.co/yKhWe8nTGA", "reply_text": null, "parent_text": "My new $HIMS end of year Price Target 👇 https://t.co/Qi59Va0HEQ", "quoted_text": null, "parent_author": "zarieinvests", "ret_m1d": -0.03076327516118138, "ret_signed_m1d": -0.03076327516118138, "alpha_spy_m1d": -0.020469831858038745, "alpha_c_m1d": -0.020469831858038745, "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": -0.03894080950608292, "ret_signed_p1d": -0.03894080950608292, "alpha_spy_p1d": -0.03892586662729969, "alpha_c_p1d": -0.03892586662729969, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.060942387673655674, "ret_signed_p1w": -0.060942387673655674, "alpha_spy_p1w": -0.08170803878072141, "alpha_c_p1w": -0.08170803878072141, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.2940031563351455, "ret_signed_p1m": -0.2940031563351455, "alpha_spy_p1m": -0.2772893172308969, "alpha_c_p1m": -0.2772893172308969, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.39193926847536, "ret_signed_p3m": -0.39193926847536, "alpha_spy_p3m": -0.42617954593253304, "alpha_c_p3m": -0.42617954593253304, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.584112142591243, "ret_signed_p6m": -0.584112142591243, "alpha_spy_p6m": -0.6245028356162923, "alpha_c_p6m": -0.6245028356162923, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1297, 0.116, 0.1225, 0.1425, 0.1735, 0.2759, 0.2886, 0.2179, 0.2335, 0.081, -0.0045, -0.006, 0.0113, -0.0269, -0.0662, -0.059, -0.0824, -0.104, -0.1219, -0.1787, -0.1554, -0.1441, -0.1322, -0.163, -0.117, -0.1431, -0.141, -0.1754, -0.1754, -0.1914, -0.1343, -0.0633, -0.0574, -0.0335, -0.0695, -0.0697, 0.0078, 0.0806, 0.0506, -0.0092, -0.0197, 0.0942, 0.1258, 0.1234, 0.0903, 0.0368, 0.0683, 0.1371, 0.1511, 0.1044, 0.0964, 0.1268, 0.023, 0.0662, 0.1287, 0.1326, 0.1342, 0.0504, 0.0656, 0.0518, 0.222, 0.1517, -0.0308, 0.0, -0.0389, -0.0759, -0.0559, -0.0502, -0.0609, -0.0826, -0.0921, -0.1421, -0.1149, -0.1357, -0.1669, -0.1486, -0.1916, -0.2011, -0.2007, -0.2261, -0.2403, -0.2981, -0.28, -0.3072, -0.294, -0.3024, -0.3454, -0.3242, -0.2644, -0.2778, -0.2523, -0.2523, -0.2259, -0.2697, -0.293, -0.2782, -0.2208, -0.2368, -0.2383, -0.2247, -0.2625, -0.2646, -0.2755, -0.2942, -0.2823, -0.3191, -0.323, -0.3076, -0.3176, -0.3224, -0.325, -0.325, -0.332, -0.3361, -0.3567, -0.3678, -0.3678, -0.3495, -0.3242, -0.3096, -0.3096, -0.3405, -0.383, -0.3703, -0.3731, -0.3902, -0.3919, -0.389, -0.389, -0.4067, -0.4375, -0.4058, -0.4233, -0.4104, -0.4221, -0.4418, -0.4184, -0.4725, -0.4852, -0.5027, -0.5249, -0.5428, -0.5518, -0.6236, -0.6643, -0.675, -0.6924, -0.6826, -0.6826, -0.6832, -0.6916, -0.692, -0.6957, -0.698, -0.699, -0.692, -0.6963, -0.7173, -0.6791, -0.692, -0.6797, -0.6908, -0.6935, -0.5685, -0.543, -0.4961, -0.5358, -0.5177, -0.5156, -0.5136, -0.5493, -0.5296, -0.5713, -0.5627, -0.5845, -0.5942, -0.5938, -0.6227, -0.6343, -0.5958, -0.6137, -0.6273, -0.6273, -0.6042, -0.6203, -0.6225, -0.6155, -0.6217, -0.5882, -0.5841]}
{"unit_id": "reply:1979282699345854807", "ticker_idx": 0, "ts": "2025-10-17T20:25:43+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long-term is still very bullish for $HIMS. The patient investor can benefit from this short-term noise.", "tweet_type": "prediction", "timeline": "months", "summary": "Long HIMS long-term; recent CEO-driven 24% drop is short-term noise for patient investors.", "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": "@Mr_Derivatives Long-term is still very bullish for $HIMS. The patient investor can benefit from this short-term noise.", "reply_text": null, "parent_text": "$HIMS is a cult stock. It had that look it wanted to test ATH's 3 days ago. Then the CEO came out and ruined it for the shareholders (IYKYK). Stock got slammed 24% peak to trough. Sure macro and broader markets had some play on the name too, but not a good look what the CEO did.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.03076327516118138, "ret_signed_m1d": -0.03076327516118138, "alpha_spy_m1d": -0.020469831858038745, "alpha_c_m1d": -0.020469831858038745, "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": -0.03894080950608292, "ret_signed_p1d": -0.03894080950608292, "alpha_spy_p1d": -0.03892586662729969, "alpha_c_p1d": -0.03892586662729969, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.060942387673655674, "ret_signed_p1w": -0.060942387673655674, "alpha_spy_p1w": -0.08170803878072141, "alpha_c_p1w": -0.08170803878072141, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.2940031563351455, "ret_signed_p1m": -0.2940031563351455, "alpha_spy_p1m": -0.2772893172308969, "alpha_c_p1m": -0.2772893172308969, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.39193926847536, "ret_signed_p3m": -0.39193926847536, "alpha_spy_p3m": -0.42617954593253304, "alpha_c_p3m": -0.42617954593253304, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.584112142591243, "ret_signed_p6m": -0.584112142591243, "alpha_spy_p6m": -0.6245028356162923, "alpha_c_p6m": -0.6245028356162923, "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": -0.2940031563351455, "alpha_spy_stated": -0.2772893172308969, "alpha_c_stated": -0.2772893172308969, "price_path": [0.1297, 0.116, 0.1225, 0.1425, 0.1735, 0.2759, 0.2886, 0.2179, 0.2335, 0.081, -0.0045, -0.006, 0.0113, -0.0269, -0.0662, -0.059, -0.0824, -0.104, -0.1219, -0.1787, -0.1554, -0.1441, -0.1322, -0.163, -0.117, -0.1431, -0.141, -0.1754, -0.1754, -0.1914, -0.1343, -0.0633, -0.0574, -0.0335, -0.0695, -0.0697, 0.0078, 0.0806, 0.0506, -0.0092, -0.0197, 0.0942, 0.1258, 0.1234, 0.0903, 0.0368, 0.0683, 0.1371, 0.1511, 0.1044, 0.0964, 0.1268, 0.023, 0.0662, 0.1287, 0.1326, 0.1342, 0.0504, 0.0656, 0.0518, 0.222, 0.1517, -0.0308, 0.0, -0.0389, -0.0759, -0.0559, -0.0502, -0.0609, -0.0826, -0.0921, -0.1421, -0.1149, -0.1357, -0.1669, -0.1486, -0.1916, -0.2011, -0.2007, -0.2261, -0.2403, -0.2981, -0.28, -0.3072, -0.294, -0.3024, -0.3454, -0.3242, -0.2644, -0.2778, -0.2523, -0.2523, -0.2259, -0.2697, -0.293, -0.2782, -0.2208, -0.2368, -0.2383, -0.2247, -0.2625, -0.2646, -0.2755, -0.2942, -0.2823, -0.3191, -0.323, -0.3076, -0.3176, -0.3224, -0.325, -0.325, -0.332, -0.3361, -0.3567, -0.3678, -0.3678, -0.3495, -0.3242, -0.3096, -0.3096, -0.3405, -0.383, -0.3703, -0.3731, -0.3902, -0.3919, -0.389, -0.389, -0.4067, -0.4375, -0.4058, -0.4233, -0.4104, -0.4221, -0.4418, -0.4184, -0.4725, -0.4852, -0.5027, -0.5249, -0.5428, -0.5518, -0.6236, -0.6643, -0.675, -0.6924, -0.6826, -0.6826, -0.6832, -0.6916, -0.692, -0.6957, -0.698, -0.699, -0.692, -0.6963, -0.7173, -0.6791, -0.692, -0.6797, -0.6908, -0.6935, -0.5685, -0.543, -0.4961, -0.5358, -0.5177, -0.5156, -0.5136, -0.5493, -0.5296, -0.5713, -0.5627, -0.5845, -0.5942, -0.5938, -0.6227, -0.6343, -0.5958, -0.6137, -0.6273, -0.6273, -0.6042, -0.6203, -0.6225, -0.6155, -0.6217, -0.5882, -0.5841]}
{"unit_id": "orig:2021693431333236794", "ticker_idx": 0, "ts": "2026-02-11T21:10:49+00:00", "symbol": "APP", "kind": "equity", "geography": null, "sub_sector": "AI software", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The engine is humming, the market is just catching its breath.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish APP despite 9% post-earnings dip; blowout results and AI scaling into e-commerce suggest dip is temporary profit-taking.", "resolved_tickers": ["APP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "original", "lang": "en", "tweet_text": "$APP down 9% after a great Q4 double beat. \n\nAppLovin’s latest report confirms its transformation into an AI software powerhouse. Revenue surged 66% year-over-year, while profits nearly doubled, fueled by the extreme efficiency of its Axon engine. The company is now operating at elite software levels, guiding for a massive 84% profit margin next quarter.\n\nDespite these blowout results and a multi-billion dollar share buyback program, the stock dipped 9% following the news. This likely stems from a priced for perfection valuation after its massive run-up in 2025. Investors are taking profits, even as the core business, now a high-cash-flow, pure-play tech platform, proves its ability to scale beyond gaming into e-commerce. The engine is humming, the market is just catching its breath.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2450191954408365, "ret_signed_m1d": 0.2450191954408365, "alpha_spy_m1d": 0.22932792348400777, "alpha_c_m1d": 0.22932792348400777, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.015691271956828734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0644299253084133, "ret_signed_p1d": 0.0644299253084133, "alpha_spy_p1d": 0.0637254262052942, "alpha_c_p1d": 0.0637254262052942, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.0007044991031190939, "ret_p1w": 0.12289116101455333, "ret_signed_p1w": 0.12289116101455333, "alpha_spy_p1w": 0.11817951928846382, "alpha_c_p1w": 0.11817951928846382, "bench_spy_p1w": 0.0047116417260895105, "bench_c_p1w": 0.0047116417260895105, "ret_p1m": 0.2500886017000714, "ret_signed_p1m": 0.2500886017000714, "alpha_spy_p1m": 0.27794837989903953, "alpha_c_p1m": 0.27794837989903953, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.02785977819896812, "ret_p3m": 0.33735792849433177, "ret_signed_p3m": 0.33735792849433177, "alpha_spy_p3m": 0.2508636860767488, "alpha_c_p3m": 0.2508636860767488, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.08649424241758297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2500886017000714, "alpha_spy_stated": 0.27794837989903953, "alpha_c_stated": 0.27794837989903953, "price_path": [0.4698, 0.4336, 0.4446, 0.4195, 0.4179, 0.5257, 0.5154, 0.5981, 0.5981, 0.6339, 0.6996, 0.7797, 0.8048, 0.8636, 0.8859, 0.8799, 0.9749, 0.9168, 0.9541, 0.8279, 0.8401, 0.846, 0.791, 0.8925, 0.9661, 0.9994, 0.9854, 0.9828, 0.9828, 0.9466, 0.9046, 0.8907, 0.8365, 0.8365, 0.6852, 0.725, 0.6823, 0.725, 0.6803, 0.7653, 0.7951, 0.8223, 0.6837, 0.6543, 0.5501, 0.5501, 0.5413, 0.4515, 0.4225, 0.4293, 0.4593, 0.4815, 0.4782, 0.5514, 0.2894, 0.3164, 0.2586, 0.0557, 0.0227, 0.1085, 0.2547, 0.2889, 0.245, 0.0, 0.0644, 0.0644, 0.0258, 0.1022, 0.1229, 0.1411, 0.0374, 0.0717, 0.1491, 0.2126, 0.1849, 0.1801, 0.1962, 0.3159, 0.3861, 0.3686, 0.4097, 0.3011, 0.2577, 0.2246, 0.2501, 0.2355, 0.2512, 0.2062, 0.199, 0.2057, 0.2509, 0.1881, 0.1902, 0.0662, 0.0389, 0.0141, 0.0847, 0.057, 0.053, 0.053, 0.1247, 0.1186, 0.0662, 0.0333, 0.0667, 0.1377, 0.1815, 0.2663, 0.2703, 0.3006, 0.3381, 0.2896, 0.3183, 0.2378, 0.2218, 0.2545, 0.2238, 0.2086, 0.2165, 0.2537, 0.2946, 0.3031, 0.2778, 0.3597, 0.277, 0.3039, 0.3374, 0.2361, 0.3223, 0.3655, 0.342, 0.2998, 0.3144, 0.3243, 0.3128, 0.3128, 0.4015, 0.5476, 0.635, 0.671, 0.6726, 0.6506, 0.5558, 0.5232, 0.5186, 0.5363, 0.4195, 0.3436, 0.3043, 0.3539, 0.4196, 0.4042, 0.3068, 0.2802, 0.2802, 0.2793, 0.2728, 0.2672, 0.2154, 0.3003, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029302717907419593", "ticker_idx": 0, "ts": "2026-03-04T21:07:25+00:00", "symbol": "OKTA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Okta is becoming a much more profitable machine", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OKTA on profitability trajectory despite cautious revenue guidance; strong cash flow and AI agent expansion.", "resolved_tickers": ["OKTA"], "resolution_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": "$OKTA delivered a strong double beat, easily surpassing Wall Street's revenue and profit expectations. \n\nThey generated excellent cash flow and are smartly expanding their platform to secure AI agents.\n\nOkta’s forecast is highly cautious. Management expects revenue growth to decelerate to just 9% next year. This slowdown is tied to tough economic conditions and a strategic shift to hand off professional services to partners, a move that temporarily eats into top-line sales. \n\nUltimately, investors are worried about the tepid growth outlook, on the other hand Okta is becoming a much more profitable machine.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09930952304551244, "ret_signed_m1d": -0.09930952304551244, "alpha_spy_m1d": -0.1049162753206353, "alpha_c_m1d": -0.1049162753206353, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.0056067522751228616, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013433768666992085, "ret_signed_p1d": 0.013433768666992085, "alpha_spy_p1d": 0.026540897397411944, "alpha_c_p1d": 0.026540897397411944, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.01310712873041986, "ret_p1w": -0.008788506769950022, "ret_signed_p1w": -0.008788506769950022, "alpha_spy_p1w": 0.013594912769845036, "alpha_c_p1w": 0.013594912769845036, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.022383419539795057, "ret_p1m": 0.006779672381448609, "ret_signed_p1m": 0.006779672381448609, "alpha_spy_p1m": 0.04154937180080687, "alpha_c_p1m": 0.04154937180080687, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.03476969941935826, "ret_p3m": 0.6989328905442924, "ret_signed_p3m": 0.6989328905442924, "alpha_spy_p3m": 0.5810212375777166, "alpha_c_p3m": 0.5810212375777166, "bench_spy_p3m": 0.1179116529665758, "bench_c_p3m": 0.1179116529665758, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006779672381448609, "alpha_spy_stated": 0.04154937180080687, "alpha_c_stated": 0.04154937180080687, "price_path": [0.0959, 0.1022, 0.1279, 0.1374, 0.1322, 0.1073, 0.1374, 0.1101, 0.1328, 0.1326, 0.1417, 0.1181, 0.1097, 0.1097, 0.1125, 0.1058, 0.0977, 0.0856, 0.0856, 0.0501, 0.1012, 0.1345, 0.1782, 0.1793, 0.1579, 0.1748, 0.181, 0.172, 0.1543, 0.1243, 0.1243, 0.1012, 0.1166, 0.1483, 0.1395, 0.1461, 0.1483, 0.1392, 0.0758, 0.0606, 0.1065, 0.0334, 0.0473, 0.0314, 0.089, 0.1071, 0.1105, 0.1071, 0.066, 0.0955, 0.0955, 0.0353, 0.0412, 0.027, -0.0673, -0.1273, -0.1068, -0.0834, -0.0552, -0.0898, -0.0713, -0.0895, -0.0993, 0.0, 0.0134, 0.0008, -0.0005, 0.0151, -0.0088, -0.0062, -0.0313, -0.0141, -0.0153, 0.0139, -0.0156, 0.0182, -0.0363, -0.0192, -0.0034, -0.0806, -0.0525, -0.0118, -0.0063, 0.0068, 0.0068, 0.0114, -0.0039, -0.0453, -0.1493, -0.2099, -0.1782, -0.1954, -0.1544, -0.0959, -0.0929, -0.0488, -0.0252, -0.0119, -0.0453, -0.0461, -0.0441, -0.0433, -0.0438, -0.0753, -0.0486, -0.0303, -0.0239, -0.0277, 0.0154, 0.0534, 0.0256, -0.0074, -0.0182, 0.0176, 0.0392, 0.0928, 0.076, 0.1179, 0.1229, 0.1581, 0.1581, 0.1778, 0.1237, 0.1892, 0.5476, 0.7551, 0.6989, 0.565, 0.5503, 0.4905, 0.467, 0.5061, 0.4428, 0.4752, 0.46, 0.483, 0.4598, 0.4191, 0.4791, 0.4791, 0.4556, 0.4835, 0.4888, 0.4973, 0.5603, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995544982783217861", "ticker_idx": 0, "ts": "2025-12-01T17:26:13+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LITE is the standout alpha here since $GOOGL OCS architecture prevents the commoditization seen in standard transceivers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long LITE as standout alpha play on Google OCS architecture shielding it from transceiver commoditization.", "resolved_tickers": ["LITE"], "resolution_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": "@aleabitoreddit Insightful mapping. $LITE is the standout alpha here since $GOOGL OCS architecture prevents the commoditization seen in standard transceivers. Betting on infrastructure divergence is a smart strategy.", "reply_text": null, "parent_text": "Analysis of the $GOOGL TPU v7 Ironwood Suppliers. \n\nHere's the list of what comapnies are the most materially impacted by the Google's TPU buildout.  \n\n+ the TPU stock I'm taking a position on. \n\n[Critical] Design/IP:\n- Broadcom [ $AVGO ]: co-designs and implements Google’s TPU https://t.co/mYu8ZDoiMI", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": 0.022740889984862678, "ret_signed_m1d": 0.022740889984862678, "alpha_spy_m1d": 0.01815438968750316, "alpha_c_m1d": 0.01815438968750316, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04755762421133569, "ret_signed_p1d": -0.04755762421133569, "alpha_spy_p1d": -0.0494099917154035, "alpha_c_p1d": -0.0494099917154035, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.0774699004504733, "ret_signed_p1w": 0.0774699004504733, "alpha_spy_p1w": 0.07253058547906299, "alpha_c_p1w": 0.07253058547906299, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": 0.16748970284883846, "ret_signed_p1m": 0.16748970284883846, "alpha_spy_p1m": 0.1545975832631188, "alpha_c_p1m": 0.1545975832631188, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": 1.129399602416219, "ret_signed_p3m": 1.129399602416219, "alpha_spy_p3m": 1.1131313177957363, "alpha_c_p3m": 1.1131313177957363, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": 1.864813067471177, "ret_signed_p6m": 1.864813067471177, "alpha_spy_p6m": 1.755159623755702, "alpha_c_p6m": 1.755159623755702, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16748970284883846, "alpha_spy_stated": 0.1545975832631188, "alpha_c_stated": 0.1545975832631188, "price_path": [-0.5781, -0.5536, -0.5299, -0.5301, -0.5228, -0.4814, -0.4814, -0.4872, -0.4692, -0.4625, -0.4862, -0.4606, -0.4693, -0.4819, -0.4842, -0.5195, -0.4995, -0.4944, -0.4886, -0.4882, -0.4609, -0.4661, -0.4848, -0.4949, -0.5057, -0.487, -0.4975, -0.5294, -0.495, -0.5069, -0.5075, -0.4866, -0.4817, -0.4936, -0.4875, -0.5028, -0.47, -0.436, -0.3904, -0.376, -0.326, -0.3705, -0.366, -0.3723, -0.4075, -0.2679, -0.2461, -0.2448, -0.1826, -0.2059, -0.2017, -0.2864, -0.2698, -0.2386, -0.2217, -0.1542, -0.2664, -0.1961, -0.0584, -0.0839, -0.0304, -0.0304, 0.0227, 0.0, -0.0476, -0.047, 0.0312, 0.0424, 0.0775, 0.1334, 0.1512, 0.1704, 0.0202, 0.0527, -0.0056, 0.0073, 0.0604, 0.1683, 0.2263, 0.2185, 0.2453, 0.2453, 0.2291, 0.172, 0.1675, 0.1593, 0.1593, 0.2144, 0.123, 0.25, 0.2357, 0.0954, 0.1053, 0.069, 0.1365, 0.0431, 0.0797, 0.0199, 0.0199, 0.1224, 0.14, 0.115, 0.0669, 0.0457, 0.1659, 0.211, 0.1998, 0.2325, 0.3318, 0.3685, 0.4643, 0.5866, 0.7362, 0.8153, 0.7649, 0.8058, 0.8352, 0.77, 0.77, 0.8885, 0.8692, 0.9993, 1.1004, 1.1223, 1.1648, 1.2753, 1.1294, 1.2046, 1.4636, 1.1842, 1.1414, 1.0471, 0.7565, 1.0152, 1.1137, 1.1137, 0.9378, 0.958, 0.9653, 1.0431, 1.2043, 1.4286, 1.2217, 1.2928, 1.5225, 1.4445, 1.1665, 1.2103, 1.0595, 1.2104, 1.4051, 1.6008, 1.6008, 1.4291, 1.5658, 1.8183, 1.8123, 1.8223, 1.7402, 1.6823, 1.5918, 1.8032, 1.8122, 1.8154, 1.6324, 1.7478, 1.6638, 1.7731, 1.704, 1.4891, 1.6997, 1.8381, 1.9879, 2.0704, 2.1282, 1.9701, 1.8075, 1.8428, 2.3123, 2.1213, 2.2409, 2.151, 2.0532, 1.7836, 1.7996, 1.7304, 2.0337, 1.9783, 1.9783, 1.8648]}
{"unit_id": "orig:1994446874502148205", "ticker_idx": 0, "ts": "2025-11-28T16:42:44+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they will all win 📈", "tweet_type": "prediction", "timeline": "unspecified", "summary": "All three AI compute stocks (NBIS, IREN, CIFR) will win based on NVDA growth projections.", "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": "It does not really matter if you choose $NBIS, $IREN of $CIFR. \n\nAccording to the $NVDA projections, they will all win 📈 https://t.co/Lxs9JOzMbm", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0018973363546388455, "ret_signed_m1d": -0.0018973363546388455, "alpha_spy_m1d": 0.0035314651189045643, "alpha_c_m1d": 0.006162298659709298, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008059635014348143, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05565509251012535, "ret_signed_p1d": 0.05565509251012535, "alpha_spy_p1d": 0.06022065286356615, "alpha_c_p1d": 0.06033490210464232, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.00467980959451697, "ret_p1w": 0.03341412540498245, "ret_signed_p1w": 0.03341412540498245, "alpha_spy_p1w": 0.030048601684807608, "alpha_c_p1w": 0.018334842716034805, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.015079282688947648, "ret_p1m": -0.09307475045237956, "ret_signed_p1m": -0.09307475045237956, "alpha_spy_p1m": -0.10257517554414963, "alpha_c_p1m": -0.1180479234759032, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.024973173023523643, "ret_p3m": 0.11858332111627679, "ret_signed_p3m": 0.11858332111627679, "alpha_spy_p3m": 0.10130445055912962, "alpha_c_p3m": 0.10569523063924624, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.012888090477030545, "ret_p6m": 1.2638347006920334, "ret_signed_p6m": 1.2638347006920334, "alpha_spy_p6m": 1.166532045527684, "alpha_c_p6m": 1.2567852971569304, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.007049403535102972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09307475045237956, "alpha_spy_stated": -0.10257517554414963, "alpha_c_stated": -0.1180479234759032, "price_path": [-0.3073, -0.308, -0.3158, -0.3099, -0.3248, 0.009, -0.0156, -0.0599, -0.047, -0.0412, -0.0573, -0.0083, -0.0079, 0.0468, 0.1236, 0.1363, 0.1935, 0.1378, 0.1352, 0.1618, 0.1834, 0.2186, 0.3268, 0.349, 0.317, 0.2406, 0.286, 0.3981, 0.3659, 0.4278, 0.3508, 0.3263, 0.2969, 0.1957, 0.1489, 0.0992, 0.0395, 0.119, 0.236, 0.3221, 0.2842, 0.3186, 0.3089, 0.3789, 0.2698, 0.1652, 0.2333, 0.1536, 0.173, 0.159, 0.0775, -0.0054, -0.0658, -0.1194, -0.0937, -0.0456, 0.0021, -0.1078, -0.1224, -0.0313, -0.0631, -0.0019, -0.0019, 0.0, 0.0557, 0.0167, 0.0427, 0.0836, 0.0334, 0.0576, 0.0162, -0.0135, -0.0062, -0.0757, -0.1447, -0.1467, -0.2047, -0.1769, -0.057, -0.0173, -0.051, -0.0394, -0.0394, -0.0767, -0.0931, -0.1022, -0.1177, -0.1177, -0.0519, -0.0215, 0.0566, 0.0141, 0.0256, 0.0323, 0.1313, 0.1113, 0.0749, 0.095, 0.1461, 0.1461, 0.0466, 0.0422, 0.0209, -0.0039, -0.0359, 0.0316, 0.0586, 0.0004, -0.102, -0.0707, -0.0519, -0.1315, -0.2214, -0.0924, -0.021, -0.0325, -0.066, -0.0542, 0.0331, 0.0331, 0.0279, 0.073, 0.1343, 0.0321, 0.0605, 0.0813, 0.1186, 0.1055, -0.0388, -0.0407, -0.0851, 0.0307, 0.0082, -0.0584, 0.0007, 0.0164, 0.1805, 0.1388, 0.1906, 0.3687, 0.2262, 0.2497, 0.2809, 0.2398, 0.2032, 0.2112, 0.2131, 0.117, 0.0627, -0.0275, 0.0937, 0.0746, 0.147, 0.147, 0.1863, 0.2375, 0.3176, 0.437, 0.5281, 0.6292, 0.707, 0.7579, 0.7428, 0.6564, 0.6777, 0.6502, 0.6458, 0.6557, 0.5512, 0.528, 0.4284, 0.4882, 0.457, 0.6284, 0.8596, 0.8543, 1.0564, 0.9476, 0.8662, 0.9616, 0.888, 1.1848, 1.3311, 1.3183, 1.1067, 1.0842, 1.0219, 1.3182, 1.2638, 1.2638]}
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{"unit_id": "reply:2001057855776977065", "ticker_idx": 0, "ts": "2025-12-16T22:32:25+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We bought the $IREN dip today 👌🏼", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IREN on the dip today; 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 We bought the $IREN dip today 👌🏼", "reply_text": null, "parent_text": "Extremely BULLISH on $IREN, $CIFR & $NBIS.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.08318536041550173, "ret_signed_m1d": 0.08318536041550173, "alpha_spy_m1d": 0.072059340223255, "alpha_c_m1d": 0.0830023728713769, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.0001829875441248241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.059798713166375084, "ret_signed_p1d": 0.059798713166375084, "alpha_spy_p1d": 0.052247450456622824, "alpha_c_p1d": 0.0614461664943029, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": -0.001647453327927817, "ret_p1w": 0.24274721904268026, "ret_signed_p1w": 0.24274721904268026, "alpha_spy_p1w": 0.21143949301099374, "alpha_c_p1w": 0.2190463387234607, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.023700880319219575, "ret_p1m": 0.5361160824390212, "ret_signed_p1m": 0.5361160824390212, "alpha_spy_p1m": 0.5020298532389538, "alpha_c_p1m": 0.5373969952478949, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": -0.0012809128088736577, "ret_p3m": 0.3303730091977346, "ret_signed_p3m": 0.3303730091977346, "alpha_spy_p3m": 0.33095844448082923, "alpha_c_p3m": 0.4247844748905033, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0944114656927687, "ret_p6m": 0.6788040596149798, "ret_signed_p6m": 0.6788040596149798, "alpha_spy_p6m": 0.5737090311035391, "alpha_c_p6m": 0.7072620506506399, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.028457991035660046, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5361160824390212, "alpha_spy_stated": 0.5020298532389538, "alpha_c_stated": 0.5373969952478949, "price_path": [0.1439, 0.2404, 0.2365, 0.3955, 0.3703, 0.2392, 0.3597, 0.3893, 0.3937, 0.3919, 0.4938, 0.7096, 0.8259, 0.7789, 0.8902, 0.7694, 0.8988, 1.0592, 1.0124, 0.8304, 0.7975, 0.7531, 0.634, 0.5343, 0.6536, 0.862, 0.9239, 0.8478, 0.7886, 0.7235, 0.7984, 1.0056, 0.9725, 1.262, 0.9822, 0.8467, 0.7812, 0.6986, 0.6489, 0.4402, 0.3727, 0.4035, 0.4461, 0.3567, 0.2869, 0.251, 0.4355, 0.4053, 0.4343, 0.4343, 0.4153, 0.4355, 0.2173, 0.3014, 0.3751, 0.3236, 0.3718, 0.3866, 0.3002, 0.3008, 0.188, 0.0503, 0.0832, 0.0, 0.0598, 0.1818, 0.2445, 0.2454, 0.2427, 0.2427, 0.193, 0.1667, 0.1338, 0.1181, 0.1181, 0.2641, 0.4281, 0.3591, 0.2914, 0.3523, 0.3626, 0.4899, 0.5687, 0.5654, 0.5361, 0.7117, 0.7117, 0.6063, 0.5832, 0.5471, 0.6779, 0.55, 0.7759, 0.8632, 0.7715, 0.5909, 0.5713, 0.6101, 0.3304, 0.1779, 0.2383, 0.3662, 0.2709, 0.2632, 0.185, 0.2499, 0.2499, 0.2128, 0.2457, 0.2815, 0.1835, 0.254, 0.3455, 0.3034, 0.3097, 0.2123, 0.2253, 0.1501, 0.2978, 0.1878, 0.0864, 0.1498, 0.1285, 0.2427, 0.2247, 0.2309, 0.3304, 0.2718, 0.2496, 0.2333, 0.2223, 0.2481, 0.2173, 0.2265, 0.1086, 0.0388, -0.0639, 0.0148, 0.0092, 0.0293, 0.0293, 0.04, 0.058, 0.0903, 0.0971, 0.164, 0.275, 0.4023, 0.4452, 0.4121, 0.4245, 0.4423, 0.3372, 0.4325, 0.54, 0.4991, 0.4316, 0.3156, 0.2688, 0.3472, 0.3517, 0.4648, 0.6205, 0.8052, 0.6829, 0.8117, 0.6326, 0.6744, 0.6332, 0.7288, 0.5672, 0.4938, 0.4133, 0.5604, 0.7188, 0.6824, 0.6824, 0.7697, 1.0083, 0.8961, 0.881, 0.934, 0.9716, 0.9384, 0.8313, 0.6089, 0.7522, 0.5992, 0.5252, 0.6788]}
{"unit_id": "orig:2028950603020247256", "ticker_idx": 0, "ts": "2026-03-03T21:48:14+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I remain very bullish on the cybersecurity sector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains very bullish on cybersecurity; DDOG, CRWD, NET, ZS all posting 36%+ CAGR quarter after quarter.", "resolved_tickers": ["DDOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. \n\nI remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05543822434275214, "ret_signed_m1d": -0.05543822434275214, "alpha_spy_m1d": -0.04843238662229943, "alpha_c_m1d": -0.04843238662229943, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03405728654555995, "ret_signed_p1d": 0.03405728654555995, "alpha_spy_p1d": 0.039632778418936865, "alpha_c_p1d": 0.039632778418936865, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.0774105965602283, "ret_signed_p1w": 0.0774105965602283, "alpha_spy_p1w": 0.0902547816459599, "alpha_c_p1w": 0.0902547816459599, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": 0.01715540224697376, "ret_signed_p1m": 0.01715540224697376, "alpha_spy_p1m": 0.05730673536315656, "alpha_c_p1m": 0.05730673536315656, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 1.3450518544786343, "ret_signed_p3m": 1.3450518544786343, "alpha_spy_p3m": 1.2348806545025643, "alpha_c_p3m": 1.2348806545025643, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01715540224697376, "alpha_spy_stated": 0.05730673536315656, "alpha_c_stated": 0.05730673536315656, "price_path": [0.2796, 0.3038, 0.2894, 0.2778, 0.2668, 0.2338, 0.2005, 0.1836, 0.1553, 0.1687, 0.1864, 0.1987, 0.1935, 0.1666, 0.1666, 0.1689, 0.1657, 0.1618, 0.1492, 0.1492, 0.1305, 0.1294, 0.1586, 0.1953, 0.1044, 0.0605, 0.0696, 0.0606, 0.0345, 0.0214, 0.0058, 0.0058, -0.0112, 0.0434, 0.1092, 0.0997, 0.1547, 0.168, 0.1879, 0.0832, 0.0929, 0.0906, 0.0112, -0.0221, -0.098, -0.0561, -0.0365, 0.0958, 0.0761, 0.0659, 0.0581, 0.0581, 0.0357, 0.0292, 0.0192, -0.0226, -0.1328, -0.1175, -0.0676, -0.0158, -0.0538, -0.061, -0.0554, 0.0, 0.0341, 0.0627, 0.0865, 0.0401, 0.0774, 0.0746, 0.0523, 0.0696, 0.0891, 0.1093, 0.0981, 0.057, 0.0921, 0.0358, 0.0419, 0.0505, -0.0325, -0.0213, -0.0024, 0.0029, 0.0172, 0.0172, -0.0155, -0.0151, -0.0155, -0.079, -0.1095, -0.0697, -0.0656, 0.0231, 0.0434, 0.07, 0.0964, 0.0926, 0.1167, 0.0805, 0.0942, 0.1211, 0.1117, 0.1323, 0.1171, 0.1876, 0.2397, 0.2316, 0.2145, 0.5949, 0.6915, 0.7098, 0.6897, 0.7351, 0.7142, 0.7576, 0.7647, 0.8182, 0.7936, 0.8426, 0.8788, 0.8788, 0.8901, 0.8745, 0.9035, 1.0903, 1.3451, 1.2744, 1.1155, 1.0586, 0.9785, 0.9579, 0.9212, 0.9237, 0.9795, 0.9429, 0.9698, 0.9531, 0.9152, 0.8846, 0.8846, 0.8708, 0.864, 0.8816, 0.8672, 1.0263, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028950603020247256", "ticker_idx": 1, "ts": "2026-03-03T21:48:14+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I remain very bullish on the cybersecurity sector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains very bullish on cybersecurity; DDOG, CRWD, NET, ZS all posting 36%+ CAGR quarter after quarter.", "resolved_tickers": ["CRWD"], "resolution_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": "Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. \n\nI remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03988417273392686, "ret_signed_m1d": -0.03988417273392686, "alpha_spy_m1d": -0.03287833501347415, "alpha_c_m1d": -0.03287833501347415, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04532969809245668, "ret_signed_p1d": 0.04532969809245668, "alpha_spy_p1d": 0.0509051899658336, "alpha_c_p1d": 0.0509051899658336, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.08425727708161879, "ret_signed_p1w": 0.08425727708161879, "alpha_spy_p1w": 0.09710146216735038, "alpha_c_p1w": 0.09710146216735038, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.020996854671260112, "ret_signed_p1m": -0.020996854671260112, "alpha_spy_p1m": 0.019154478444922685, "alpha_c_p1m": 0.019154478444922685, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.9185881008691013, "ret_signed_p3m": 0.9185881008691013, "alpha_spy_p3m": 0.8084169008930313, "alpha_c_p3m": 0.8084169008930313, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020996854671260112, "alpha_spy_stated": 0.019154478444922685, "alpha_c_stated": 0.019154478444922685, "price_path": [0.256, 0.2637, 0.2706, 0.2744, 0.2697, 0.2382, 0.1957, 0.1983, 0.1529, 0.1707, 0.1805, 0.1851, 0.1745, 0.1703, 0.1703, 0.1803, 0.1674, 0.1667, 0.1498, 0.1498, 0.1126, 0.1199, 0.1242, 0.1747, 0.1378, 0.1544, 0.1455, 0.148, 0.1301, 0.1161, 0.1133, 0.1133, 0.086, 0.0937, 0.1131, 0.1099, 0.1488, 0.1692, 0.1509, 0.0906, 0.0827, 0.0765, 0.0345, 0.0188, -0.0749, -0.0299, 0.0009, 0.014, 0.0199, 0.0095, 0.0539, 0.0539, 0.0162, 0.0198, 0.0355, -0.0468, -0.1407, -0.1409, -0.1088, -0.0652, -0.0876, -0.056, -0.0399, 0.0, 0.0453, 0.0523, 0.0649, 0.0703, 0.0843, 0.0831, 0.0836, 0.0396, 0.0626, 0.069, 0.0503, 0.0032, 0.0138, -0.036, -0.0535, -0.0369, -0.0935, -0.0677, -0.0424, -0.0352, -0.021, -0.021, -0.0222, 0.0381, 0.0462, -0.0319, -0.0703, -0.0133, -0.0225, 0.0085, 0.0258, 0.0399, 0.0625, 0.1029, 0.1447, 0.0925, 0.0992, 0.1151, 0.116, 0.1096, 0.0934, 0.1176, 0.151, 0.1689, 0.1481, 0.2405, 0.2946, 0.3301, 0.3397, 0.3799, 0.4226, 0.4572, 0.5179, 0.5131, 0.5947, 0.59, 0.6274, 0.6274, 0.6472, 0.583, 0.6459, 0.7931, 0.9186, 0.8862, 0.8338, 0.7639, 0.6459, 0.6159, 0.582, 0.5888, 0.6963, 0.6748, 0.6996, 0.6667, 0.6752, 0.6799, 0.6799, 0.6568, 0.6702, 0.6509, 0.6647, 0.7197, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028950603020247256", "ticker_idx": 2, "ts": "2026-03-03T21:48:14+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I remain very bullish on the cybersecurity sector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains very bullish on cybersecurity; DDOG, CRWD, NET, ZS all posting 36%+ CAGR quarter after quarter.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. \n\nI remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03754906530989932, "ret_signed_m1d": -0.03754906530989932, "alpha_spy_m1d": -0.03054322758944661, "alpha_c_m1d": -0.03054322758944661, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03453654413914009, "ret_signed_p1d": 0.03453654413914009, "alpha_spy_p1d": 0.040112036012517005, "alpha_c_p1d": 0.040112036012517005, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.14583894076800585, "ret_signed_p1w": 0.14583894076800585, "alpha_spy_p1w": 0.15868312585373745, "alpha_c_p1w": 0.15868312585373745, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": 0.13879177543961263, "ret_signed_p1m": 0.13879177543961263, "alpha_spy_p1m": 0.17894310855579543, "alpha_c_p1m": 0.17894310855579543, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.4568831470946777, "ret_signed_p3m": 0.4568831470946777, "alpha_spy_p3m": 0.34671194711860776, "alpha_c_p3m": 0.34671194711860776, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13879177543961263, "alpha_spy_stated": 0.17894310855579543, "alpha_c_stated": 0.17894310855579543, "price_path": [0.081, 0.1074, 0.1239, 0.1483, 0.1187, 0.089, 0.0582, 0.0626, 0.0298, 0.0427, 0.0527, 0.087, 0.0871, 0.0902, 0.0902, 0.0888, 0.0797, 0.0739, 0.0606, 0.0606, 0.0545, 0.0633, 0.0651, 0.091, 0.0058, -0.0167, 0.0027, 0.0152, 0.0134, -0.0094, -0.0093, -0.0093, -0.0456, -0.0856, -0.0677, -0.067, 0.0186, 0.1079, -0.0054, -0.0296, -0.0459, -0.0187, -0.0838, -0.1023, -0.1229, -0.0682, -0.0653, -0.0318, 0.0189, -0.0039, 0.0536, 0.0536, 0.0419, 0.0299, 0.0363, -0.0471, -0.1383, -0.1188, -0.0758, -0.0604, -0.0737, -0.0262, -0.0375, 0.0, 0.0345, 0.05, 0.0839, 0.1162, 0.1458, 0.1411, 0.1429, 0.1153, 0.1379, 0.213, 0.1908, 0.1589, 0.187, 0.1466, 0.1727, 0.1304, 0.0922, 0.047, 0.11, 0.1051, 0.1388, 0.1388, 0.1393, 0.1635, 0.1364, 0.0385, -0.1017, -0.0101, -0.0389, 0.0228, 0.0618, 0.0812, 0.1018, 0.1172, 0.1166, 0.1028, 0.1139, 0.1424, 0.1216, 0.1403, 0.1026, 0.17, 0.2059, 0.3149, 0.3373, 0.3814, 0.0551, 0.041, 0.0048, 0.0362, 0.0749, 0.0628, 0.0853, 0.1121, 0.1304, 0.144, 0.1629, 0.1629, 0.1703, 0.1255, 0.2271, 0.3009, 0.4569, 0.4668, 0.4273, 0.4452, 0.3455, 0.333, 0.2703, 0.1817, 0.2235, 0.2291, 0.268, 0.2425, 0.2205, 0.2053, 0.2053, 0.1748, 0.2101, 0.2022, 0.2193, 0.2762, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028950603020247256", "ticker_idx": 3, "ts": "2026-03-03T21:48:14+00:00", "symbol": "ZS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I remain very bullish on the cybersecurity sector", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains very bullish on cybersecurity; DDOG, CRWD, NET, ZS all posting 36%+ CAGR quarter after quarter.", "resolved_tickers": ["ZS"], "resolution_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": "Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. \n\nI remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.009858578059872558, "ret_signed_m1d": -0.009858578059872558, "alpha_spy_m1d": -0.002852740339419846, "alpha_c_m1d": -0.002852740339419846, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03680942163028256, "ret_signed_p1d": 0.03680942163028256, "alpha_spy_p1d": 0.04238491350365947, "alpha_c_p1d": 0.04238491350365947, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": -0.015363991115304065, "ret_signed_p1w": -0.015363991115304065, "alpha_spy_p1w": -0.002519806029572469, "alpha_c_p1w": -0.002519806029572469, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.11298897891735771, "ret_signed_p1m": -0.11298897891735771, "alpha_spy_p1m": -0.07283764580117491, "alpha_c_p1m": -0.07283764580117491, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": -0.0032008192721985074, "ret_signed_p3m": -0.0032008192721985074, "alpha_spy_p3m": -0.11337201924826845, "alpha_c_p3m": -0.11337201924826845, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11298897891735771, "alpha_spy_stated": -0.07283764580117491, "alpha_c_stated": -0.07283764580117491, "price_path": [0.5535, 0.5676, 0.5557, 0.5575, 0.5497, 0.5126, 0.4744, 0.4902, 0.4495, 0.4794, 0.4887, 0.4855, 0.468, 0.4698, 0.4698, 0.4757, 0.4597, 0.4559, 0.4399, 0.4399, 0.412, 0.426, 0.4214, 0.4798, 0.4104, 0.3874, 0.3868, 0.3882, 0.3717, 0.3481, 0.3698, 0.3698, 0.3208, 0.3358, 0.3335, 0.3419, 0.3735, 0.4062, 0.3696, 0.2844, 0.2804, 0.2842, 0.2038, 0.1894, 0.0844, 0.0712, 0.0894, 0.1161, 0.0947, 0.094, 0.1377, 0.1377, 0.1049, 0.1019, 0.0818, 0.0227, -0.0828, -0.0439, -0.0033, 0.0714, -0.059, -0.0488, -0.0099, 0.0, 0.0368, 0.0503, 0.041, 0.0026, -0.0154, -0.0294, -0.0157, -0.0161, -0.0013, -0.0014, -0.0052, -0.0303, -0.0282, -0.1075, -0.1074, -0.0942, -0.1476, -0.1213, -0.1019, -0.1251, -0.113, -0.113, -0.1068, -0.0904, -0.1175, -0.2175, -0.2443, -0.215, -0.2146, -0.1613, -0.1401, -0.1378, -0.1371, -0.1063, -0.0867, -0.1488, -0.1326, -0.1415, -0.1289, -0.1375, -0.1634, -0.105, -0.0897, -0.0951, -0.1113, -0.0219, -0.0261, -0.047, -0.0643, -0.0242, -0.0161, 0.031, 0.1183, 0.1219, 0.1168, 0.0947, 0.1675, 0.1675, 0.1817, -0.1908, -0.1675, -0.1055, -0.0032, -0.0772, -0.1398, -0.1341, -0.1628, -0.1726, -0.1944, -0.2015, -0.1927, -0.1709, -0.1651, -0.1855, -0.2038, -0.2008, -0.2008, -0.2058, -0.1923, -0.1853, -0.2075, -0.1533, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2009965172803416137", "ticker_idx": 0, "ts": "2026-01-10T12:26:55+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 more $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "months", "summary": "Author substitutes FLNC for ONDS, endorsing IREN, HIMS, and FLNC as top portfolio picks for 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": "reply_other", "lang": "en", "tweet_text": "@moninvestor I’m more $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "The three stocks that I believe should be in everyone’s portfolio:\n\n🥇 $IREN – AI Data Centers\n🥈 $HIMS – Longevity & Healthcare\n🥉 $ONDS – Drones & Robotics\n\nEach one sits at the center of what will be the strongest sectors in 2026.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.08543617912417045, "ret_signed_m1d": -0.08543617912417045, "alpha_spy_m1d": -0.08386820851629317, "alpha_c_m1d": -0.09339422465719349, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": 0.00795804553302304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052851177242970726, "ret_signed_p1d": 0.052851177242970726, "alpha_spy_p1d": 0.05485068400835258, "alpha_c_p1d": 0.07202284820705485, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": 0.14881775464486546, "ret_signed_p1w": 0.14881775464486546, "alpha_spy_p1w": 0.153852578527095, "alpha_c_p1w": 0.16419130705451024, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.1470296295779776, "ret_signed_p1m": -0.1470296295779776, "alpha_spy_p1m": -0.14265654154619023, "alpha_c_p1m": -0.1155591862781038, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.26365984452589064, "ret_signed_p3m": -0.26365984452589064, "alpha_spy_p3m": -0.2443935071883655, "alpha_c_p3m": -0.19680970106561446, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.06685014346027618, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1470296295779776, "alpha_spy_stated": -0.14265654154619023, "alpha_c_stated": -0.1155591862781038, "price_path": [0.3507, 0.2285, 0.2064, 0.1766, 0.0967, 0.0298, 0.1099, 0.2498, 0.2913, 0.2402, 0.2005, 0.1568, 0.207, 0.3461, 0.3239, 0.5182, 0.3304, 0.2394, 0.1955, 0.1401, 0.1067, -0.0334, -0.0787, -0.058, -0.0294, -0.0894, -0.1363, -0.1603, -0.0366, -0.0568, -0.0374, -0.0374, -0.0501, -0.0366, -0.183, -0.1266, -0.0771, -0.1117, -0.0793, -0.0693, -0.1274, -0.127, -0.2027, -0.2951, -0.273, -0.3288, -0.2887, -0.2068, -0.1647, -0.1641, -0.1659, -0.1659, -0.1993, -0.217, -0.239, -0.2496, -0.2496, -0.1516, -0.0415, -0.0878, -0.1332, -0.0924, -0.0854, 0.0, 0.0529, 0.0507, 0.031, 0.1488, 0.1488, 0.0781, 0.0626, 0.0383, 0.1262, 0.0403, 0.1919, 0.2505, 0.189, 0.0678, 0.0546, 0.0807, -0.1071, -0.2094, -0.1689, -0.0831, -0.147, -0.1522, -0.2046, -0.1611, -0.1611, -0.186, -0.1639, -0.1399, -0.2056, -0.1584, -0.097, -0.1252, -0.121, -0.1864, -0.1776, -0.2281, -0.1289, -0.2028, -0.2708, -0.2283, -0.2426, -0.1659, -0.178, -0.1739, -0.1071, -0.1464, -0.1613, -0.1723, -0.1796, -0.1623, -0.183, -0.1768, -0.2559, -0.3028, -0.3717, -0.3189, -0.3227, -0.3092, -0.3092, -0.302, -0.2899, -0.2682, -0.2637, -0.2188, -0.1442, -0.0588, -0.03, -0.0523, -0.0439, -0.032, -0.1025, -0.0385, 0.0336, 0.0062, -0.0391, -0.117, -0.1484, -0.0958, -0.0928, -0.0169, 0.0876, 0.2116, 0.1295, 0.216, 0.0958, 0.1238, 0.0962, 0.1603, 0.0519, 0.0026, -0.0515, 0.0473, 0.1536, 0.1291, 0.1291, 0.1878, 0.3479, 0.2726, 0.2625, 0.298, 0.3233, 0.301, 0.2291, 0.0799, 0.176, 0.0733, 0.0236, 0.1268, 0.1876, 0.209, 0.1758, 0.1546, 0.1913, 0.1913, 0.1299, 0.0872, -0.0006, -0.0515, -0.062, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009965172803416137", "ticker_idx": 1, "ts": "2026-01-10T12:26:55+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm more $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "months", "summary": "Author substitutes FLNC for ONDS, endorsing IREN, HIMS, and FLNC as top portfolio picks for 2026.", "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": "@moninvestor I’m more $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "The three stocks that I believe should be in everyone’s portfolio:\n\n🥇 $IREN – AI Data Centers\n🥈 $HIMS – Longevity & Healthcare\n🥉 $ONDS – Drones & Robotics\n\nEach one sits at the center of what will be the strongest sectors in 2026.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.020098936779944898, "ret_signed_m1d": -0.020098936779944898, "alpha_spy_m1d": -0.01853096617206762, "alpha_c_m1d": -0.01853096617206762, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0043289854356179935, "ret_signed_p1d": -0.0043289854356179935, "alpha_spy_p1d": -0.0023294786702361403, "alpha_c_p1d": -0.0023294786702361403, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.02968463164167512, "ret_signed_p1w": -0.02968463164167512, "alpha_spy_p1w": -0.024649807759445586, "alpha_c_p1w": -0.024649807759445586, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.46691404793519775, "ret_signed_p1m": -0.46691404793519775, "alpha_spy_p1m": -0.4625409599034104, "alpha_c_p1m": -0.4625409599034104, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.38930117789688456, "ret_signed_p3m": -0.38930117789688456, "alpha_spy_p3m": -0.3700348405593594, "alpha_c_p3m": -0.3700348405593594, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.46691404793519775, "alpha_spy_stated": -0.4625409599034104, "alpha_c_stated": -0.4625409599034104, "price_path": [0.9406, 0.829, 0.5393, 0.5881, 0.5263, 0.4675, 0.4994, 0.5083, 0.4913, 0.457, 0.4419, 0.3624, 0.4057, 0.3726, 0.3231, 0.3522, 0.2839, 0.2687, 0.2693, 0.2291, 0.2066, 0.1147, 0.1435, 0.1002, 0.1212, 0.1079, 0.0396, 0.0733, 0.1682, 0.1469, 0.1874, 0.1874, 0.2294, 0.1599, 0.1228, 0.1463, 0.2375, 0.2121, 0.2096, 0.2313, 0.1713, 0.1679, 0.1506, 0.1209, 0.1398, 0.0813, 0.0751, 0.0996, 0.0838, 0.0761, 0.072, 0.072, 0.0609, 0.0544, 0.0216, 0.004, 0.004, 0.0331, 0.0733, 0.0965, 0.0965, 0.0473, -0.0201, 0.0, -0.0043, -0.0315, -0.0343, -0.0297, -0.0297, -0.0578, -0.1067, -0.0563, -0.0841, -0.0637, -0.0823, -0.1135, -0.0764, -0.1623, -0.1824, -0.2103, -0.2455, -0.274, -0.2882, -0.4023, -0.4669, -0.4839, -0.5114, -0.496, -0.496, -0.4969, -0.5102, -0.5108, -0.5167, -0.5204, -0.522, -0.5108, -0.5176, -0.551, -0.4904, -0.5108, -0.4913, -0.509, -0.5133, -0.3148, -0.2743, -0.1998, -0.2628, -0.2341, -0.2307, -0.2276, -0.2842, -0.2529, -0.3191, -0.3055, -0.3401, -0.3556, -0.355, -0.4007, -0.4193, -0.3581, -0.3865, -0.4082, -0.4082, -0.3714, -0.397, -0.4004, -0.3893, -0.3992, -0.346, -0.3395, -0.2489, -0.1654, -0.1088, -0.0411, -0.0798, -0.103, -0.1296, -0.055, -0.0912, -0.137, -0.1858, -0.1599, -0.1524, -0.1568, -0.1858, -0.1688, -0.2069, -0.1259, -0.0989, -0.226, -0.2536, -0.2505, -0.2254, -0.3108, -0.3061, -0.2876, -0.2576, -0.2656, -0.2656, -0.2625, -0.2208, -0.2152, -0.1914, -0.1416, -0.1494, -0.1494, -0.1339, -0.1902, -0.1599, -0.1039, -0.141, -0.1073, -0.1707, -0.0671, -0.0269, -0.0139, 0.0968, 0.0968, 0.0371, 0.0192, 0.0111, 0.0114, 0.0495, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009965172803416137", "ticker_idx": 2, "ts": "2026-01-10T12:26:55+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm more $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "months", "summary": "Author substitutes FLNC for ONDS, endorsing IREN, HIMS, and FLNC as top portfolio picks for 2026.", "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": "@moninvestor I’m more $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "The three stocks that I believe should be in everyone’s portfolio:\n\n🥇 $IREN – AI Data Centers\n🥈 $HIMS – Longevity & Healthcare\n🥉 $ONDS – Drones & Robotics\n\nEach one sits at the center of what will be the strongest sectors in 2026.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.0034364227382496226, "ret_signed_m1d": -0.0034364227382496226, "alpha_spy_m1d": -0.0018684521303723445, "alpha_c_m1d": -0.0018684521303723445, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023195833000489552, "ret_signed_p1d": 0.023195833000489552, "alpha_spy_p1d": 0.025195339765871405, "alpha_c_p1d": 0.025195339765871405, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.1632302029630266, "ret_signed_p1w": 0.1632302029630266, "alpha_spy_p1w": 0.16826502684525613, "alpha_c_p1w": 0.16826502684525613, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.18427838440693378, "ret_signed_p1m": -0.18427838440693378, "alpha_spy_p1m": -0.1799052963751464, "alpha_c_p1m": -0.1799052963751464, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.4175257723512291, "ret_signed_p3m": -0.4175257723512291, "alpha_spy_p3m": -0.398259435013704, "alpha_c_p3m": -0.398259435013704, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18427838440693378, "alpha_spy_stated": -0.1799052963751464, "alpha_c_stated": -0.1799052963751464, "price_path": [-0.079, -0.1589, -0.2128, -0.2075, -0.3015, -0.3462, -0.3114, -0.1615, -0.195, -0.2225, -0.1289, -0.1207, -0.0979, -0.1061, -0.1761, -0.11, -0.1486, -0.107, -0.064, -0.1095, -0.1748, -0.302, -0.2307, -0.2599, -0.2689, -0.2779, -0.3338, -0.3385, -0.3213, -0.2796, -0.1843, -0.1843, -0.1564, -0.1671, -0.1426, -0.1473, 0.0026, 0.0292, -0.018, 0.0284, 0.0228, 0.1078, -0.0468, -0.0756, -0.0846, -0.2023, -0.1705, -0.1426, -0.1216, -0.1551, -0.1482, -0.1482, -0.1319, -0.1422, -0.1469, -0.1503, -0.1503, -0.0116, -0.0442, -0.0623, -0.1168, -0.0902, -0.0034, 0.0, 0.0232, -0.0271, 0.0954, 0.1632, 0.1632, 0.0958, 0.1314, 0.1714, 0.1572, 0.1649, 0.2216, 0.3312, 0.3561, 0.3217, 0.3269, 0.3845, 0.2453, -0.186, -0.1649, -0.1667, -0.1843, -0.2474, -0.2509, -0.207, -0.207, -0.2363, -0.2513, -0.2887, -0.2891, -0.3097, -0.2917, -0.2985, -0.3041, -0.3325, -0.3505, -0.3591, -0.3213, -0.323, -0.3651, -0.3256, -0.2749, -0.265, -0.2947, -0.2964, -0.2792, -0.2912, -0.3131, -0.3114, -0.3501, -0.3402, -0.3063, -0.2977, -0.3574, -0.3922, -0.4416, -0.4089, -0.4407, -0.4287, -0.4287, -0.433, -0.4308, -0.4364, -0.4175, -0.4081, -0.4137, -0.3643, -0.3466, -0.3565, -0.4186, -0.4575, -0.4515, -0.4201, -0.4192, -0.4253, -0.4261, -0.4695, -0.4918, -0.4768, -0.4764, -0.4704, -0.4549, -0.4175, -0.1851, 0.0378, 0.0838, -0.0859, -0.0507, -0.1005, -0.1078, -0.1607, -0.2307, -0.1864, -0.1327, -0.0769, -0.0769, -0.0838, -0.0885, -0.0825, -0.189, 0.1662, 0.1989, 0.0674, 0.1662, -0.0159, 0.0339, 0.0077, -0.0713, 0.043, 0.0185, 0.0387, 0.0275, 0.006, 0.0653, 0.0653, 0.082, -0.0889, -0.1516, -0.1675, -0.1723, null, null, null, null, null, null, null]}
{"unit_id": "reply:1999596415652164055", "ticker_idx": 0, "ts": "2025-12-12T21:45:10+00:00", "symbol": "PGY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PGY is heavily overlooked in this market", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses PGY as heavily overlooked, implying upside from current levels.", "resolved_tickers": ["PGY"], "resolution_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": "@oguzerkan $PGY is heavily overlooked in this market", "reply_text": null, "parent_text": "$PGY is one of the most obvious opportunities here.\n\nInstitutions have been slowly but steadily building their positions since Q1. The company is clearly regaining their trust.\n\nThere is still a way to go, but 15x forward earnings is a no brainer for this stock.\n\nLong $PGY. https://t.co/elOBAcebHi", "quoted_text": null, "parent_author": "oguzerkan", "ret_m1d": 0.05778200052972027, "ret_signed_m1d": 0.05778200052972027, "alpha_spy_m1d": 0.056268815579157305, "alpha_c_m1d": 0.056268815579157305, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.039608593556965443, "ret_signed_p1d": 0.039608593556965443, "alpha_spy_p1d": 0.04234087870219572, "alpha_c_p1d": 0.04234087870219572, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.08574092409534262, "ret_signed_p1w": 0.08574092409534262, "alpha_spy_p1w": 0.07674516703412171, "alpha_c_p1w": 0.07674516703412171, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.12721349329228304, "ret_signed_p1m": 0.12721349329228304, "alpha_spy_p1m": 0.10504602987862355, "alpha_c_p1m": 0.10504602987862355, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.4916122873786132, "ret_signed_p3m": -0.4916122873786132, "alpha_spy_p3m": -0.47295313848141296, "alpha_c_p3m": -0.47295313848141296, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.31034478927618514, "ret_signed_p6m": -0.31034478927618514, "alpha_spy_p6m": -0.39924463113217545, "alpha_c_p6m": -0.39924463113217545, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12721349329228304, "alpha_spy_stated": 0.10504602987862355, "alpha_c_stated": 0.10504602987862355, "price_path": [0.9548, 1.0415, 0.9711, 0.9245, 0.7549, 0.6365, 0.6207, 0.6142, 0.48, 0.3835, 0.3938, 0.4478, 0.37, 0.3816, 0.4101, 0.4082, 0.4129, 0.267, 0.3034, 0.3914, 0.3938, 0.2908, 0.2349, 0.3472, 0.3616, 0.3243, 0.3756, 0.3532, 0.3518, 0.3267, 0.3006, 0.2116, 0.253, 0.2227, 0.1724, 0.1925, 0.0899, 0.1393, 0.2852, 0.294, 0.2078, 0.0904, 0.1146, 0.0391, 0.0168, 0.0266, -0.0312, 0.0079, 0.0937, 0.1118, 0.1202, 0.1202, 0.1626, 0.1244, 0.082, 0.11, 0.1594, 0.157, 0.1542, 0.157, 0.1505, 0.1631, 0.0578, 0.0, 0.0396, 0.0266, 0.0685, 0.0648, 0.0857, 0.0513, 0.0596, 0.0596, 0.0179, 0.0051, -0.0126, -0.0261, -0.0261, 0.0382, 0.1305, 0.0969, 0.1309, 0.1645, 0.213, 0.1528, 0.1272, 0.1048, 0.0638, 0.0247, 0.0247, -0.0275, 0.0047, 0.0289, 0.0163, 0.0089, -0.0322, -0.0182, -0.061, -0.0965, -0.0806, -0.137, -0.1547, -0.2241, -0.1314, -0.3388, -0.3625, -0.4003, -0.4222, -0.4208, -0.4208, -0.4268, -0.4133, -0.411, -0.4459, -0.5042, -0.4888, -0.4478, -0.4217, -0.4786, -0.4716, -0.4744, -0.4557, -0.4404, -0.4646, -0.4604, -0.472, -0.4651, -0.4916, -0.4893, -0.4879, -0.4879, -0.4986, -0.486, -0.5042, -0.4548, -0.4758, -0.4599, -0.445, -0.4795, -0.4897, -0.4571, -0.4548, -0.4515, -0.4515, -0.4343, -0.4348, -0.4236, -0.4436, -0.4553, -0.4185, -0.3938, -0.3383, -0.3145, -0.3015, -0.2978, -0.3327, -0.3234, -0.3705, -0.3667, -0.3807, -0.3723, -0.3982, -0.3527, -0.3364, -0.3308, -0.3211, -0.3089, -0.2777, -0.2922, -0.3225, -0.3695, -0.3868, -0.3663, -0.3691, -0.4003, -0.411, -0.3737, -0.3905, -0.4054, -0.4054, -0.376, -0.3639, -0.3495, -0.2954, -0.2712, -0.2875, -0.3495, -0.2796, -0.3215, -0.288, -0.3103]}
{"unit_id": "orig:1970513294063485317", "ticker_idx": 0, "ts": "2025-09-23T15:39:14+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This cybersecurity wave shows no sign of cresting anytime soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CRWD, NET, DDOG; cybersecurity wave shows no sign of cresting.", "resolved_tickers": ["CRWD"], "resolution_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": "Sometimes the wave isn't very hard to spot... This cybersecurity wave shows no sign of cresting anytime soon.\n$CRWD, $NET, $DDOG https://t.co/Y4zmRbYoio", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01867384513725634, "ret_signed_m1d": 0.01867384513725634, "alpha_spy_m1d": 0.013200488141872802, "alpha_c_m1d": 0.013200488141872802, "bench_spy_m1d": 0.005473356995383538, "bench_c_m1d": 0.005473356995383538, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016050442952459942, "ret_signed_p1d": -0.016050442952459942, "alpha_spy_p1d": -0.012868778721592533, "alpha_c_p1d": -0.012868778721592533, "bench_spy_p1d": -0.0031816642308674092, "bench_c_p1d": -0.0031816642308674092, "ret_p1w": 0.012972523652383439, "ret_signed_p1w": 0.012972523652383439, "alpha_spy_p1w": 0.008494457445038961, "alpha_c_p1w": 0.008494457445038961, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": 0.03307163612103614, "ret_signed_p1m": 0.03307163612103614, "alpha_spy_p1m": 0.026150903989363705, "alpha_c_p1m": 0.026150903989363705, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": -0.005825257774559334, "ret_signed_p3m": -0.005825257774559334, "alpha_spy_p3m": -0.03506338615278104, "alpha_c_p3m": -0.03506338615278104, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.0997521337246089, "ret_signed_p6m": -0.0997521337246089, "alpha_spy_p6m": -0.10001501446323602, "alpha_c_p6m": -0.10001501446323602, "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": 0.03307163612103614, "alpha_spy_stated": 0.026150903989363705, "alpha_c_stated": 0.026150903989363705, "price_path": [0.0436, 0.0315, 0.0521, 0.0165, 0.0248, 0.062, 0.062, 0.0441, 0.0488, 0.0608, 0.0062, -0.0117, -0.0164, -0.0224, -0.0282, -0.0295, -0.0168, -0.0052, -0.0266, -0.0466, -0.0456, -0.0334, -0.0246, -0.0384, -0.0433, -0.061, -0.0773, -0.0604, -0.0875, -0.0669, -0.1221, -0.1231, -0.1191, -0.0998, -0.1074, -0.1224, -0.1161, -0.1193, -0.1353, -0.1341, -0.1447, -0.1313, -0.1348, -0.1374, -0.127, -0.087, -0.1248, -0.1248, -0.1458, -0.1465, -0.148, -0.1373, -0.1158, -0.1252, -0.1224, -0.1048, -0.0992, -0.0812, -0.0808, -0.0797, 0.0383, 0.0381, 0.0187, 0.0, -0.0161, -0.0227, -0.0055, 0.009, 0.013, 0.0328, 0.0262, 0.0119, 0.0245, 0.0011, 0.0534, 0.0517, 0.0197, 0.0506, 0.01, 0.0102, -0.0039, 0.0011, 0.0403, 0.041, 0.0331, 0.0782, 0.0893, 0.0942, 0.1298, 0.1268, 0.1127, 0.1217, 0.1401, 0.1029, 0.1034, 0.1, 0.1151, 0.1517, 0.15, 0.1276, 0.0944, 0.1104, 0.0944, 0.0611, 0.0754, 0.0356, 0.0136, 0.0469, 0.0583, 0.036, 0.036, 0.0518, 0.0414, 0.067, 0.0828, 0.0599, 0.0577, 0.0642, 0.07, 0.0732, 0.0693, 0.0427, 0.007, 0.0092, -0.0291, -0.0141, -0.0058, -0.002, -0.0109, -0.0144, -0.0144, -0.006, -0.0169, -0.0175, -0.0317, -0.0317, -0.063, -0.0569, -0.0533, -0.0107, -0.0418, -0.0279, -0.0353, -0.0332, -0.0483, -0.0601, -0.0624, -0.0624, -0.0855, -0.079, -0.0627, -0.0653, -0.0326, -0.0154, -0.0308, -0.0816, -0.0882, -0.0935, -0.1288, -0.142, -0.2209, -0.183, -0.1571, -0.1461, -0.1411, -0.1499, -0.1125, -0.1125, -0.1442, -0.1412, -0.128, -0.1973, -0.2763, -0.2765, -0.2495, -0.2128, -0.2316, -0.205, -0.1914, -0.1579, -0.1197, -0.1138, -0.1032, -0.0987, -0.0869, -0.0879, -0.0874, -0.1245, -0.1051, -0.0998]}
{"unit_id": "orig:1970513294063485317", "ticker_idx": 1, "ts": "2025-09-23T15:39:14+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This cybersecurity wave shows no sign of cresting anytime soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CRWD, NET, DDOG; cybersecurity wave shows no sign of cresting.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Sometimes the wave isn't very hard to spot... This cybersecurity wave shows no sign of cresting anytime soon.\n$CRWD, $NET, $DDOG https://t.co/Y4zmRbYoio", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022485014762943623, "ret_signed_m1d": 0.022485014762943623, "alpha_spy_m1d": 0.017011657767560084, "alpha_c_m1d": 0.017011657767560084, "bench_spy_m1d": 0.005473356995383538, "bench_c_m1d": 0.005473356995383538, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025485923688146284, "ret_signed_p1d": -0.025485923688146284, "alpha_spy_p1d": -0.022304259457278874, "alpha_c_p1d": -0.022304259457278874, "bench_spy_p1d": -0.0031816642308674092, "bench_c_p1d": -0.0031816642308674092, "ret_p1w": -0.03883363962315178, "ret_signed_p1w": -0.03883363962315178, "alpha_spy_p1w": -0.04331170583049626, "alpha_c_p1w": -0.04331170583049626, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": -0.056122901942081804, "ret_signed_p1m": -0.056122901942081804, "alpha_spy_p1m": -0.06304363407375424, "alpha_c_p1m": -0.06304363407375424, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": -0.12353311166192926, "ret_signed_p3m": -0.12353311166192926, "alpha_spy_p3m": -0.15277124004015097, "alpha_c_p3m": -0.15277124004015097, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": 0.009943569270468355, "ret_signed_p6m": 0.009943569270468355, "alpha_spy_p6m": 0.00968068853184123, "alpha_c_p6m": 0.00968068853184123, "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": -0.056122901942081804, "alpha_spy_stated": -0.06304363407375424, "alpha_c_stated": -0.06304363407375424, "price_path": [-0.1447, -0.1308, -0.1229, -0.1716, -0.1685, -0.1433, -0.1433, -0.1362, -0.1364, -0.1333, -0.1852, -0.1875, -0.1808, -0.1625, -0.1498, -0.1434, -0.1161, -0.1142, -0.1465, -0.1528, -0.1419, -0.1113, -0.1068, -0.1067, -0.1004, -0.0698, -0.1037, -0.0648, -0.0692, -0.0346, -0.0574, -0.0836, -0.0989, -0.0937, -0.1071, -0.1249, -0.1001, -0.0936, -0.1198, -0.1346, -0.1366, -0.1213, -0.1226, -0.1107, -0.0807, -0.0441, -0.0652, -0.0652, -0.0681, -0.0786, -0.0595, -0.0396, -0.0239, -0.0211, -0.0013, 0.0062, -0.0087, 0.0123, -0.018, -0.042, 0.0014, 0.012, 0.0225, 0.0, -0.0255, -0.0227, -0.031, -0.021, -0.0388, -0.0278, 0.0058, -0.0295, -0.01, -0.0263, -0.0146, -0.0103, -0.0423, -0.0031, -0.0256, -0.0263, -0.0531, -0.0593, -0.0458, -0.046, -0.0561, -0.0273, -0.0242, 0.0083, 0.0033, 0.0185, -0.0034, 0.1346, 0.1113, 0.0432, 0.0235, 0.0118, 0.0428, 0.0774, 0.0524, 0.0108, -0.0435, -0.0567, -0.0941, -0.1197, -0.1212, -0.1427, -0.1652, -0.1311, -0.1154, -0.1177, -0.1177, -0.1032, -0.1167, -0.0985, -0.0847, -0.0856, -0.0999, -0.0779, -0.0642, -0.0439, -0.0686, -0.0933, -0.119, -0.1152, -0.1426, -0.1318, -0.1235, -0.095, -0.0949, -0.0923, -0.0923, -0.0935, -0.101, -0.1059, -0.1169, -0.1169, -0.122, -0.1147, -0.1131, -0.0916, -0.1626, -0.1813, -0.1651, -0.1548, -0.1562, -0.1752, -0.1751, -0.1751, -0.2053, -0.2387, -0.2238, -0.2231, -0.1519, -0.0775, -0.1719, -0.192, -0.2056, -0.1829, -0.2372, -0.2525, -0.2697, -0.2242, -0.2218, -0.1939, -0.1516, -0.1706, -0.1228, -0.1228, -0.1325, -0.1425, -0.1371, -0.2066, -0.2825, -0.2663, -0.2305, -0.2177, -0.2287, -0.1892, -0.1986, -0.1674, -0.1386, -0.1257, -0.0976, -0.0706, -0.046, -0.0499, -0.0484, -0.0714, -0.0526, 0.0099]}
{"unit_id": "orig:1970513294063485317", "ticker_idx": 2, "ts": "2025-09-23T15:39:14+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This cybersecurity wave shows no sign of cresting anytime soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CRWD, NET, DDOG; cybersecurity wave shows no sign of cresting.", "resolved_tickers": ["DDOG"], "resolution_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": "Sometimes the wave isn't very hard to spot... This cybersecurity wave shows no sign of cresting anytime soon.\n$CRWD, $NET, $DDOG https://t.co/Y4zmRbYoio", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006255004552998766, "ret_signed_m1d": 0.006255004552998766, "alpha_spy_m1d": 0.0007816475576152282, "alpha_c_m1d": 0.0007816475576152282, "bench_spy_m1d": 0.005473356995383538, "bench_c_m1d": 0.005473356995383538, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006691382152799852, "ret_signed_p1d": -0.006691382152799852, "alpha_spy_p1d": -0.0035097179219324426, "alpha_c_p1d": -0.0035097179219324426, "bench_spy_p1d": -0.0031816642308674092, "bench_c_p1d": -0.0031816642308674092, "ret_p1w": 0.0357116023503572, "ret_signed_p1w": 0.0357116023503572, "alpha_spy_p1w": 0.03123353614301272, "alpha_c_p1w": 0.03123353614301272, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": 0.1216088482994091, "ret_signed_p1m": 0.1216088482994091, "alpha_spy_p1m": 0.11468811616773666, "alpha_c_p1m": 0.11468811616773666, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": 0.021092397851628197, "ret_signed_p3m": 0.021092397851628197, "alpha_spy_p3m": -0.008145730526593509, "alpha_c_p3m": -0.008145730526593509, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.04531246445137338, "ret_signed_p6m": -0.04531246445137338, "alpha_spy_p6m": -0.045575345190000505, "alpha_c_p6m": -0.045575345190000505, "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": 0.1216088482994091, "alpha_spy_stated": 0.11468811616773666, "alpha_c_stated": 0.11468811616773666, "price_path": [-0.0463, -0.0393, -0.023, -0.0375, -0.018, 0.1284, 0.1284, 0.1085, 0.0615, 0.0383, 0.0, -0.0009, 0.0095, 0.0223, 0.0136, 0.0412, 0.0548, 0.0566, 0.0538, 0.0473, 0.066, 0.0898, 0.0966, 0.093, 0.0828, 0.0181, -0.0137, 0.0119, -0.0331, -0.0039, -0.0081, -0.0479, -0.063, -0.062, -0.0639, -0.0943, -0.0745, -0.0612, -0.0618, -0.0657, -0.0607, -0.0456, -0.0663, -0.0813, -0.0419, 0.0252, -0.0059, -0.0059, -0.0204, -0.0356, -0.0415, -0.0103, -0.0076, 0.0216, 0.0119, 0.0121, -0.0072, 0.0084, -0.0211, -0.0237, -0.0049, 0.0097, 0.0063, 0.0, -0.0067, -0.0065, 0.0115, 0.0565, 0.0357, 0.1106, 0.1024, 0.1042, 0.1445, 0.1239, 0.1937, 0.1933, 0.1546, 0.1943, 0.1701, 0.1639, 0.0995, 0.1119, 0.1368, 0.1364, 0.1216, 0.1389, 0.138, 0.1464, 0.1439, 0.1346, 0.1424, 0.1842, 0.1788, 0.1456, 0.1272, 0.3879, 0.3909, 0.4526, 0.4391, 0.3884, 0.3526, 0.3456, 0.3111, 0.2834, 0.2823, 0.1606, 0.1459, 0.1524, 0.1564, 0.1521, 0.1521, 0.1638, 0.1484, 0.1381, 0.1334, 0.1128, 0.1012, 0.1221, 0.1097, 0.0997, 0.0903, 0.0619, 0.0332, 0.0186, -0.0057, 0.0058, 0.0211, 0.0316, 0.0272, 0.004, 0.004, 0.006, 0.0033, -0.0001, -0.0109, -0.0109, -0.0271, -0.028, -0.0028, 0.0288, -0.0495, -0.0873, -0.0794, -0.0872, -0.1097, -0.121, -0.1343, -0.1343, -0.149, -0.102, -0.0454, -0.0535, -0.0062, 0.0052, 0.0223, -0.0677, -0.0594, -0.0614, -0.1297, -0.1584, -0.2237, -0.1877, -0.1708, -0.0569, -0.0739, -0.0826, -0.0894, -0.0894, -0.1086, -0.1143, -0.1228, -0.1588, -0.2537, -0.2405, -0.1975, -0.153, -0.1857, -0.1919, -0.1871, -0.1394, -0.11, -0.0854, -0.065, -0.1048, -0.0727, -0.0751, -0.0943, -0.0794, -0.0627, -0.0453]}
{"unit_id": "reply:1972377017292316742", "ticker_idx": 0, "ts": "2025-09-28T19:05:00+00:00", "symbol": "ADYEN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "today's multiple looks like a compelling entry point for a high quality asset in the payment space", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Adyen: valuation compression doesn't reflect intact long-term thesis; 24x forward EV/EBIT is a compelling entry.", "resolved_tickers": ["ADYEN.AS"], "resolution_method": "exchange_ticker", "resolution_reason": "Adyen NV listed on Euronext Amsterdam", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='AS')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@fiscal_ai The multiple has compressed but the long-term thesis hasn’t. With their continued expansion into unified commerce and platform solitions, today’s multiple looks like a compelling entry point for a high quality asset in the payment space.", "reply_text": null, "parent_text": "Adyen is now trading near its cheapest forward multiple ever.\n\nForward EV/EBIT: 24x\n\n$ADYEN https://t.co/tMxhd0j5N5", "quoted_text": null, "parent_author": "fiscal_ai", "ret_m1d": -0.010675618489743188, "ret_signed_m1d": -0.010675618489743188, "alpha_spy_m1d": -0.007873140907802001, "alpha_c_m1d": -0.006950313199662661, "bench_spy_m1d": -0.0028024775819411873, "bench_c_m1d": -0.0037253052900805272, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0019011228665922753, "ret_signed_p1d": -0.0019011228665922753, "alpha_spy_p1d": -0.005667957621950603, "alpha_c_p1d": -0.00805598335240687, "bench_spy_p1d": 0.003766834755358328, "bench_c_p1d": 0.006154860485814595, "ret_p1w": 0.07970166857695338, "ret_signed_p1w": 0.07970166857695338, "alpha_spy_p1w": 0.06775319047166306, "alpha_c_p1w": 0.05734983683646999, "bench_spy_p1w": 0.011948478105290317, "bench_c_p1w": 0.022351831740483386, "ret_p1m": 0.05937414060525836, "ret_signed_p1m": 0.05937414060525836, "alpha_spy_p1m": 0.024146358513630783, "alpha_c_p1m": 0.031029456755477858, "bench_spy_p1m": 0.03522778209162758, "bench_c_p1m": 0.028344683849780505, "ret_p3m": 0.00029250103919542525, "ret_signed_p3m": 0.00029250103919542525, "alpha_spy_p3m": -0.0430114941998474, "alpha_c_p3m": -0.053277254659018114, "bench_spy_p3m": 0.043303995239042825, "bench_c_p3m": 0.05356975569821354, "ret_p6m": -0.35032171990254013, "ret_signed_p6m": -0.35032171990254013, "alpha_spy_p6m": -0.34010472655679, "alpha_c_p6m": -0.3500765522967615, "bench_spy_p6m": -0.010216993345750103, "bench_c_p6m": -0.00024516760577864005, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05937414060525836, "alpha_spy_stated": 0.024146358513630783, "alpha_c_stated": 0.031029456755477858, "price_path": [0.1192, 0.1224, 0.11, 0.1427, 0.1433, 0.1521, 0.1049, 0.1107, 0.104, 0.1065, 0.1051, 0.1345, 0.1379, 0.1421, 0.1331, 0.1211, 0.1278, 0.1401, 0.1578, 0.1166, 0.1177, 0.1046, 0.0591, 0.0655, 0.0619, 0.088, 0.1122, 0.093, 0.0936, 0.0702, 0.0712, 0.0183, 0.0211, 0.0494, 0.0603, 0.0626, 0.0554, 0.0781, 0.0763, 0.0467, 0.0529, 0.0548, 0.0488, 0.0405, 0.0063, 0.0196, 0.0075, 0.0137, 0.0168, 0.0259, -0.0013, -0.0053, -0.0164, -0.0136, -0.0341, 0.0069, 0.0202, 0.0089, 0.0085, 0.0051, 0.0137, 0.0078, -0.0107, 0.0, -0.0019, 0.0003, 0.0646, 0.057, 0.0797, 0.082, 0.0953, 0.0936, 0.0731, 0.081, 0.0679, 0.0658, 0.0708, 0.0578, 0.0705, 0.0825, 0.0911, 0.0926, 0.106, 0.1008, 0.0594, 0.1126, 0.1088, 0.0885, 0.0507, 0.0322, 0.029, 0.0012, -0.0222, -0.0099, 0.0728, 0.0662, 0.0355, 0.0298, 0.001, -0.0376, -0.0319, -0.0414, -0.0487, -0.037, -0.0304, -0.02, -0.0159, -0.0197, -0.0148, -0.0114, -0.0028, -0.0271, -0.0133, -0.0246, -0.0358, -0.0247, -0.0268, -0.0247, -0.0114, -0.0126, -0.0278, 0.0019, 0.0072, 0.0051, -0.0032, 0.0003, 0.0003, 0.0003, 0.0053, 0.0092, 0.0054, 0.0054, 0.0216, 0.0557, 0.0715, 0.0676, 0.0512, 0.0614, 0.0447, 0.0221, 0.0107, 0.0336, 0.018, 0.0025, 0.0101, 0.0297, 0.0464, 0.0214, 0.019, -0.024, -0.0619, -0.0709, -0.0835, -0.0746, -0.1395, -0.1438, -0.1634, -0.1702, -0.1322, -0.0959, -0.1546, -0.3395, -0.344, -0.3288, -0.3003, -0.28, -0.2705, -0.2676, -0.3073, -0.3181, -0.295, -0.2744, -0.2726, -0.2939, -0.306, -0.2998, -0.3189, -0.3197, -0.3107, -0.3163, -0.3225, -0.3293, -0.332, -0.3462, -0.3335, -0.3492, -0.3671, -0.3686, -0.3581, -0.3503]}
{"unit_id": "quote:2001064710876127366", "ticker_idx": 0, "ts": "2025-12-16T22:59:39+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 winning every race at the moment. They will dominate the streets, AI and Space.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL on Waymo capital raise; author sees Google dominating autonomous vehicles, AI, and space.", "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": "Waymo to raise capital. $GOOGL is winning every race at the moment. They will dominate the streets, AI and Space.", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL Waymo is reportedly in talks to raise capital at a $100B valuation\n\nhttps://t.co/dlKBVv3CGk", "parent_author": null, "ret_m1d": 0.03319636167068696, "ret_signed_m1d": 0.03319636167068696, "alpha_spy_m1d": 0.022070341478440225, "alpha_c_m1d": 0.025943117680046646, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.007253243990640312, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019344857270350957, "ret_signed_p1d": 0.019344857270350957, "alpha_spy_p1d": 0.011793594560598697, "alpha_c_p1d": 0.013645870352673839, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.005698986917677118, "ret_p1w": 0.05854011845795193, "ret_signed_p1w": 0.05854011845795193, "alpha_spy_p1w": 0.027232392426265406, "alpha_c_p1w": 0.03555159208058534, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.02298852637736659, "ret_p1m": 0.12152871786099695, "ret_signed_p1m": 0.12152871786099695, "alpha_spy_p1m": 0.08744248866092952, "alpha_c_p1m": 0.1148262210518074, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.006702496809189551, "ret_p3m": 0.030517345481557046, "ret_signed_p3m": 0.030517345481557046, "alpha_spy_p3m": 0.031102780764651672, "alpha_c_p3m": 0.03143809372661133, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0009207482450542814, "ret_p6m": 0.2073190260920359, "ret_signed_p6m": 0.2073190260920359, "alpha_spy_p6m": 0.1022239975805952, "alpha_c_p6m": 0.23294781517946406, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.02562878908742816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12152871786099695, "alpha_spy_stated": 0.08744248866092952, "alpha_c_stated": 0.1148262210518074, "price_path": [-0.1421, -0.1495, -0.1524, -0.1676, -0.1722, -0.1697, -0.178, -0.1812, -0.1752, -0.1725, -0.1737, -0.1566, -0.1723, -0.1761, -0.1865, -0.2032, -0.1777, -0.1733, -0.1545, -0.1531, -0.1469, -0.1359, -0.1565, -0.1523, -0.1476, -0.1246, -0.0931, -0.0992, -0.0753, -0.052, -0.053, -0.0444, -0.0653, -0.0425, -0.041, -0.0609, -0.0229, -0.0189, -0.0344, -0.0618, -0.0691, -0.0401, -0.0426, -0.0138, -0.0251, 0.0092, 0.073, 0.0893, 0.0776, 0.0776, 0.0784, 0.0605, 0.0636, 0.0765, 0.0697, 0.082, 0.0573, 0.0686, 0.0792, 0.0529, 0.0424, 0.0388, 0.0332, 0.0, 0.0193, 0.0352, 0.044, 0.0594, 0.0585, 0.0585, 0.0566, 0.0568, 0.0577, 0.0549, 0.0549, 0.0621, 0.0668, 0.0594, 0.0851, 0.0968, 0.1073, 0.1184, 0.1323, 0.1318, 0.1215, 0.1122, 0.1122, 0.0852, 0.1067, 0.114, 0.1052, 0.1231, 0.1275, 0.1324, 0.14, 0.1391, 0.1583, 0.1449, 0.1224, 0.1164, 0.0881, 0.093, 0.0737, 0.048, 0.0414, 0.0303, 0.0303, 0.0179, 0.0223, 0.0207, 0.0615, 0.0498, 0.0478, 0.0545, 0.0359, 0.0507, 0.033, 0.0231, 0.0216, 0.014, 0.0061, 0.0332, 0.0355, 0.0411, 0.0237, 0.0195, 0.0305, 0.0486, 0.0377, 0.0358, 0.0151, 0.0187, -0.0205, -0.0188, -0.0526, -0.0748, -0.0776, -0.0302, 0.003, -0.0025, -0.0025, 0.0117, 0.0302, 0.0702, 0.0741, 0.0699, 0.0836, 0.1228, 0.137, 0.1332, 0.1523, 0.138, 0.1207, 0.1444, 0.1429, 0.1615, 0.1815, 0.1797, 0.1802, 0.2978, 0.3008, 0.2925, 0.31, 0.3424, 0.3422, 0.3517, 0.3107, 0.3064, 0.3579, 0.3526, 0.3382, 0.3387, 0.3074, 0.3116, 0.3074, 0.2916, 0.2916, 0.3115, 0.3113, 0.3157, 0.2827, 0.2693, 0.2204, 0.2107, 0.2552, 0.2429, 0.226, 0.2292, 0.2026, 0.2073]}
{"unit_id": "reply:1981729690793488487", "ticker_idx": 0, "ts": "2025-10-24T14:29:11+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR has a huge potential", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CIFR, seeing significant upside potential.", "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": "@StockSavvyShay $CIFR has a huge potential https://t.co/VVXpP5inaL", "reply_text": null, "parent_text": "People see a couple red days and act like the AI build-out is cancelled. \n\nThis is a multi-trillion dollar infrastructure cycle that will run for years. If that’s the reaction then I’ll gladly take the other side. \n\nI added $NBIS, $IREN & $CIFR this week.", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.16481126388159295, "ret_signed_m1d": -0.16481126388159295, "alpha_spy_m1d": -0.15670495841193355, "alpha_c_m1d": -0.14951723561682528, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.015294028264767667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005808273609440362, "ret_signed_p1d": -0.005808273609440362, "alpha_spy_p1d": -0.017605938102224994, "alpha_c_p1d": -0.024270081483408812, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.01846180787396845, "ret_p1w": -0.09728946000614858, "ret_signed_p1w": -0.09728946000614858, "alpha_spy_p1w": -0.10439157552025191, "alpha_c_p1w": -0.1214737050979896, "bench_spy_p1w": 0.007102115514103335, "bench_c_p1w": 0.024184245091841028, "ret_p1m": -0.1911907450199829, "ret_signed_p1m": -0.1911907450199829, "alpha_spy_p1m": -0.17861033758292533, "alpha_c_p1m": -0.1439464335919941, "bench_spy_p1m": -0.012580407437057572, "bench_c_p1m": -0.047244311427988794, "ret_p3m": -0.1423039959231115, "ret_signed_p3m": -0.1423039959231115, "alpha_spy_p3m": -0.15732840779819612, "alpha_c_p3m": -0.12348892541564682, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": -0.01881507050746467, "ret_p6m": -0.0663116622460369, "ret_signed_p6m": -0.0663116622460369, "alpha_spy_p6m": -0.11873744751058757, "alpha_c_p6m": -0.12215262246918623, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.05584096022314933, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1911907450199829, "alpha_spy_stated": -0.17861033758292533, "alpha_c_stated": -0.1439464335919941, "price_path": [-0.7251, -0.7362, -0.7357, -0.7614, -0.7488, -0.7575, -0.7478, -0.7643, -0.7701, -0.7696, -0.7715, -0.7628, -0.7425, -0.7478, -0.7072, -0.7212, -0.712, -0.7144, -0.6912, -0.6786, -0.6554, -0.6617, -0.6602, -0.6302, -0.6302, -0.5973, -0.6075, -0.6418, -0.636, -0.6263, -0.5537, -0.5039, -0.5174, -0.4748, -0.4748, -0.4429, -0.4008, -0.4264, -0.4056, -0.3243, -0.3151, -0.3156, -0.4356, -0.4448, -0.3877, -0.3906, -0.3901, -0.3316, -0.2885, -0.2575, -0.2377, -0.1481, -0.1292, -0.1786, -0.0155, 0.0111, 0.0179, -0.0939, -0.092, -0.0363, -0.1251, -0.2202, -0.1648, 0.0, -0.0058, -0.0339, -0.0518, -0.077, -0.0973, 0.1016, 0.0895, 0.196, 0.0508, 0.0015, -0.0489, -0.0963, -0.1588, -0.2773, -0.3049, -0.3054, -0.2943, -0.2924, -0.2953, -0.3151, -0.1912, -0.152, -0.0731, -0.0731, -0.015, -0.047, -0.1462, -0.0983, -0.0402, -0.0668, -0.0571, -0.0532, -0.1055, -0.0862, -0.1747, -0.2865, -0.2744, -0.3035, -0.2667, -0.2154, -0.2091, -0.2299, -0.2149, -0.2149, -0.2648, -0.2701, -0.2938, -0.2856, -0.2856, -0.2159, -0.121, -0.151, -0.2217, -0.1989, -0.1951, -0.1442, -0.1167, -0.1225, -0.152, -0.09, -0.09, -0.1326, -0.1423, -0.1583, -0.1496, -0.2018, -0.0924, -0.0818, -0.1433, -0.2275, -0.2348, -0.213, -0.3103, -0.3853, -0.287, -0.1888, -0.1723, -0.212, -0.2207, -0.2052, -0.2052, -0.243, -0.2536, -0.2352, -0.2909, -0.2633, -0.1713, -0.196, -0.2023, -0.2449, -0.2372, -0.288, -0.2236, -0.2667, -0.3408, -0.3074, -0.3243, -0.317, -0.3364, -0.3185, -0.2672, -0.2696, -0.2899, -0.2914, -0.3219, -0.2793, -0.2798, -0.2314, -0.3054, -0.3347, -0.4184, -0.3771, -0.3882, -0.3795, -0.3795, -0.3538, -0.3219, -0.2536, -0.2081, -0.1999, -0.1404, -0.107, -0.1288, -0.1607, -0.0624, -0.0663]}
{"unit_id": "reply:1998523171021230258", "ticker_idx": 0, "ts": "2025-12-09T22:40:29+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR will keep on growing, you can't stop them. Back to $200 soon.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish PLTR on Navy $448M contract momentum; targets $200.", "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": "@amitisinvesting $PLTR will keep on growing, you can’t stop them. Back to $200 soon.", "reply_text": null, "parent_text": "$PLTR\n\nBREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base.\n\nShips OS will leverage Palantir’s software to https://t.co/n01kg1CmW2", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.032302736447887836, "ret_signed_m1d": -0.032302736447887836, "alpha_spy_m1d": -0.025714197932536376, "alpha_c_m1d": -0.025714197932536376, "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": -0.0019690829054630488, "ret_signed_p1d": -0.0019690829054630488, "alpha_spy_p1d": -0.004296028936927154, "alpha_c_p1d": -0.004296028936927154, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0023269460314641055, "ret_p1w": -0.05651647155024775, "ret_signed_p1w": -0.05651647155024775, "alpha_spy_p1w": -0.0329988143994937, "alpha_c_p1w": -0.0329988143994937, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.023517657150754046, "ret_p1m": -0.05880476204783325, "ret_signed_p1m": -0.05880476204783325, "alpha_spy_p1m": -0.06458945787110915, "alpha_c_p1m": -0.06458945787110915, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.005784695823275898, "ret_p3m": -0.1675270628110569, "ret_signed_p3m": -0.1675270628110569, "alpha_spy_p3m": -0.15691608866219398, "alpha_c_p3m": -0.15691608866219398, "bench_spy_p3m": -0.010610974148862917, "bench_c_p3m": -0.010610974148862917, "ret_p6m": -0.24591562882921214, "ret_signed_p6m": -0.24591562882921214, "alpha_spy_p6m": -0.353294996037371, "alpha_c_p6m": -0.353294996037371, "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": -0.05880476204783325, "alpha_spy_stated": -0.06458945787110915, "alpha_c_stated": -0.06458945787110915, "price_path": [-0.0877, -0.0889, -0.0939, -0.1042, -0.0582, -0.0294, -0.0457, -0.0285, -0.0444, -0.0468, -0.055, -0.0482, -0.0292, -0.0158, -0.0046, -0.079, -0.0446, -0.0305, -0.0231, -0.013, -0.0664, -0.0569, -0.0435, -0.0441, -0.0521, -0.0519, -0.0336, -0.0341, -0.0661, -0.0395, -0.0175, 0.0068, 0.009, 0.058, 0.0353, 0.0668, 0.1025, 0.0151, -0.0001, -0.0684, -0.0531, 0.0303, 0.0162, -0.0199, -0.0839, -0.074, -0.0887, -0.1095, -0.1197, -0.1712, -0.1759, -0.1366, -0.1296, -0.1178, -0.1178, -0.1036, -0.1087, -0.0916, -0.063, -0.0532, -0.0327, -0.0342, -0.0323, 0.0, -0.002, -0.0231, -0.0248, -0.0009, -0.0565, -0.0118, 0.0291, 0.0323, 0.0331, 0.0333, 0.0333, 0.0043, -0.0198, -0.0376, -0.0541, -0.0541, -0.1067, -0.0738, -0.0436, -0.0332, -0.0588, -0.0555, -0.0452, -0.0476, -0.0506, -0.0577, -0.0902, -0.0902, -0.1031, -0.1202, -0.1171, -0.0974, -0.1088, -0.1182, -0.1626, -0.1918, -0.2199, -0.2137, -0.1598, -0.2574, -0.3081, -0.2768, -0.2395, -0.2576, -0.278, -0.3128, -0.3007, -0.3007, -0.2921, -0.2795, -0.2822, -0.2803, -0.305, -0.3144, -0.2859, -0.2766, -0.2699, -0.2274, -0.2165, -0.1848, -0.1875, -0.1636, -0.1675, -0.1957, -0.1932, -0.1831, -0.1967, -0.1873, -0.1747, -0.187, -0.1715, -0.1981, -0.1441, -0.1763, -0.1753, -0.2147, -0.2387, -0.268, -0.2215, -0.2204, -0.2099, -0.2099, -0.2128, -0.2014, -0.2509, -0.3056, -0.3185, -0.2956, -0.2778, -0.2435, -0.2403, -0.221, -0.2236, -0.2232, -0.1878, -0.2466, -0.2385, -0.2385, -0.2487, -0.2658, -0.2597, -0.2333, -0.2229, -0.2767, -0.288, -0.2707, -0.2667, -0.2715, -0.2762, -0.3079, -0.2883, -0.2869, -0.2808, -0.2802, -0.2701, -0.2687, -0.2716, -0.2716, -0.2731, -0.2948, -0.2372, -0.1669, -0.1451, -0.1902, -0.2433, -0.2459]}
{"unit_id": "orig:2016113353026908334", "ticker_idx": 0, "ts": "2026-01-27T11:37:35+00:00", "symbol": "GM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the underlying business remains incredibly profitable. Management is so confident in GM's cash generation that they raised the dividend and announced a fresh $6 billion share buyback", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish GM: underlying business profitable, raised dividend + $6B buyback, 2026 guidance signals restructuring is behind them.", "resolved_tickers": ["GM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "$GM just reported a mixed Q4 result. They have beaten EPS expectations but missed the Revenue guidance. The market likes the 2026 guidance though as the stock is currently up 4.5% in pre-market 🟢\n\nWhile the company reported a $3.3 billion loss for the fourth quarter, this was driven entirely by a huge $7.2 billion charge to scale back its electric vehicle plans. $GM is proactively cutting EV capacity to match slower consumer demand and changing U.S. government policies.\n\nCrucially, the underlying business remains incredibly profitable. Management is so confident in GM's cash generation that they raised the dividend and announced a fresh $6 billion share buyback. Looking ahead to 2026, $GM forecasts a return to strong growth with expected operating profits of up to $15 billion, signaling that the painful restructuring is largely behind them.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08045836581765142, "ret_signed_m1d": -0.08045836581765142, "alpha_spy_m1d": -0.07648992279609779, "alpha_c_m1d": -0.07744264514919197, "bench_spy_m1d": -0.003968443021553636, "bench_c_m1d": -0.003015720668459454, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017133442695355994, "ret_signed_p1d": -0.017133442695355994, "alpha_spy_p1d": -0.017032778115031122, "alpha_c_p1d": -0.009634878819710146, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.007498563875645847, "ret_p1w": -0.007756310253474785, "ret_signed_p1w": -0.007756310253474785, "alpha_spy_p1w": 0.0008131481304995969, "alpha_c_p1w": 0.0060997846233212805, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.013856094876796066, "ret_p1m": -0.045728160223969416, "ret_signed_p1m": -0.045728160223969416, "alpha_spy_p1m": -0.0423637046843649, "alpha_c_p1m": -8.46600750344928e-05, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": -0.04564350014893492, "ret_p3m": -0.09429479994495527, "ret_signed_p3m": -0.09429479994495527, "alpha_spy_p3m": -0.1236263941895881, "alpha_c_p3m": -0.06363569113308598, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": -0.030659108811869284, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045728160223969416, "alpha_spy_stated": -0.0423637046843649, "alpha_c_stated": -8.46600750344928e-05, "price_path": [-0.2066, -0.2018, -0.2118, -0.2274, -0.2055, -0.2046, -0.1826, -0.1791, -0.1771, -0.17, -0.1694, -0.1852, -0.2154, -0.2152, -0.2086, -0.2139, -0.1874, -0.1797, -0.1591, -0.1588, -0.1588, -0.1506, -0.1572, -0.149, -0.1371, -0.1301, -0.1196, -0.1235, -0.1067, -0.0646, -0.064, -0.0636, -0.0509, -0.0535, -0.068, -0.0603, -0.0467, -0.0388, -0.042, -0.0405, -0.0405, -0.0384, -0.0399, -0.0469, -0.0586, -0.0586, -0.0625, -0.0374, -0.0486, -0.0517, -0.0145, -0.0406, -0.0403, -0.0364, -0.0596, -0.0633, -0.0644, -0.0644, -0.0992, -0.0631, -0.0607, -0.0776, -0.0805, 0.0, -0.0171, -0.0014, -0.0276, -0.0244, -0.0078, -0.001, -0.0357, -0.0248, -0.066, -0.0707, -0.0759, -0.0747, -0.0614, -0.0614, -0.0597, -0.0314, -0.0568, -0.0564, -0.0778, -0.0589, -0.0457, -0.0647, -0.0888, -0.0998, -0.1055, -0.0901, -0.1179, -0.1273, -0.1333, -0.1305, -0.1321, -0.1477, -0.16, -0.1535, -0.1408, -0.1467, -0.1437, -0.1551, -0.1213, -0.1115, -0.111, -0.1227, -0.1531, -0.1557, -0.1355, -0.1292, -0.1582, -0.1582, -0.1479, -0.1557, -0.1095, -0.1096, -0.1132, -0.1085, -0.0779, -0.0974, -0.0943, -0.0563, -0.0654, -0.0827, -0.0833, -0.0888, -0.0943, -0.0953, -0.0839, -0.1109, -0.1078, -0.1208, -0.1216, -0.1163, -0.0868, -0.0901, -0.0856, -0.1263, -0.113, -0.1203, -0.0978, -0.1313, -0.1517, -0.1572, -0.1165, -0.104, -0.0857, -0.0857, -0.0741, -0.0239, -0.0212, -0.0341, -0.0406, -0.0516, -0.0519, -0.0343, -0.0451, -0.0258, -0.0259, -0.0766, -0.0598, -0.0522, -0.0223, -0.0405, -0.0745, -0.0779, -0.0779, -0.0647, -0.0819, -0.0819, -0.0867, -0.0918, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1995976826179526908", "ticker_idx": 0, "ts": "2025-12-02T22:02:13+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 will keep buying $IREN at these levels as well", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Continuing to buy IREN; AI thesis stronger than ever.", "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": "@Agrippa_Inv Agreed. The AI thesis is stronger than ever. I will keep buying $IREN at these levels as well.", "reply_text": null, "parent_text": "Bought some more $IREN today ✅\n\nIronically, I'm more bullish on $IREN today than I was when I first entered at $4.8 in May 2024.\n\nThe main difference now is that:\n\n1) Over the past 18 months I've spent thousands of hours analyzing and covering this ticker (literally thousands).", "quoted_text": null, "parent_author": "Agrippa_Inv", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:1999908574265557292", "ticker_idx": 0, "ts": "2025-12-13T18:25:35+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA will do great year-end 👌🏼", "tweet_type": "prediction", "timeline": "weeks", "summary": "Expects TSLA to finish year strong, bullish into 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": "reply_other", "lang": "en", "tweet_text": "@darkminer $TSLA will do great year-end 👌🏼 don’t know for next year though", "reply_text": null, "parent_text": "Just looking at some data today with $TSLA 's historical performance in December \n\n10 out of the last 16 years have been green \nMedian return of +2.16%\nAverage of + 1.91% return\nRecent trend: 2023, 2024 & now 2025 are green\n\nDo you think we finish up the year green?", "quoted_text": null, "parent_author": "DarkMiner", "ret_m1d": -0.03439861603479122, "ret_signed_m1d": -0.03439861603479122, "alpha_spy_m1d": -0.03591180098535418, "alpha_c_m1d": -0.025937241892498353, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.008461374142292866, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030653694218629735, "ret_signed_p1d": 0.030653694218629735, "alpha_spy_p1d": 0.03338597936386001, "alpha_c_p1d": 0.02901066181345824, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": 0.0016430324051714962, "ret_p1w": 0.028234233440629586, "ret_signed_p1w": 0.028234233440629586, "alpha_spy_p1w": 0.019238476379408675, "alpha_c_p1w": 0.021231469055473795, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.007002764385155791, "ret_p1m": -0.059140319993158275, "ret_signed_p1m": -0.059140319993158275, "alpha_spy_p1m": -0.08130778340681777, "alpha_c_p1m": -0.08153547146184359, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022395151468685315, "ret_p3m": -0.16894234963587063, "ret_signed_p3m": -0.16894234963587063, "alpha_spy_p3m": -0.1502832007386704, "alpha_c_p3m": -0.08688379188276774, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.08205855775310289, "ret_p6m": -0.16542888911803166, "ret_signed_p6m": -0.16542888911803166, "alpha_spy_p6m": -0.254328730974022, "alpha_c_p6m": -0.12109191911719686, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.04433697000083481, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.059140319993158275, "alpha_spy_stated": -0.08130778340681777, "alpha_c_stated": -0.08153547146184359, "price_path": [-0.104, -0.123, -0.1036, -0.0865, -0.1041, -0.0684, -0.1092, -0.0734, -0.0675, -0.0644, -0.0333, -0.0827, -0.0957, -0.0464, -0.0888, -0.077, -0.0837, -0.1301, -0.0829, -0.0969, -0.0845, -0.098, -0.0757, -0.0587, -0.0688, -0.0765, -0.0554, -0.0875, -0.0482, -0.0311, -0.029, -0.0741, -0.0394, -0.0146, -0.0653, -0.0279, -0.0619, -0.0963, -0.0633, -0.0751, -0.0941, -0.1543, -0.1493, -0.1397, -0.1558, -0.15, -0.1685, -0.1772, -0.121, -0.1176, -0.1025, -0.1025, -0.095, -0.095, -0.0969, -0.0601, -0.0437, -0.0427, -0.0752, -0.0634, -0.0502, -0.0598, -0.0344, 0.0, 0.0307, -0.0169, 0.017, 0.0124, 0.0282, 0.0216, 0.0212, 0.0212, -0.0003, -0.033, -0.0439, -0.0538, -0.0538, -0.0783, -0.0497, -0.0891, -0.0924, -0.0831, -0.0637, -0.0554, -0.0591, -0.076, -0.0773, -0.0795, -0.0795, -0.1179, -0.0923, -0.0546, -0.0552, -0.0844, -0.0934, -0.0923, -0.1236, -0.0945, -0.1126, -0.1122, -0.1458, -0.1643, -0.1351, -0.122, -0.1054, -0.099, -0.1225, -0.1218, -0.1218, -0.1361, -0.1346, -0.1338, -0.1336, -0.1588, -0.1387, -0.1218, -0.1404, -0.1532, -0.1515, -0.1744, -0.1459, -0.1468, -0.1653, -0.1612, -0.16, -0.142, -0.1689, -0.177, -0.1678, -0.16, -0.1736, -0.1999, -0.2259, -0.1987, -0.1941, -0.188, -0.2171, -0.2387, -0.2525, -0.2179, -0.1979, -0.2414, -0.2414, -0.2577, -0.2707, -0.2778, -0.2729, -0.2658, -0.2585, -0.2338, -0.1754, -0.1818, -0.1571, -0.1742, -0.187, -0.1847, -0.2137, -0.2083, -0.2033, -0.2089, -0.2157, -0.1971, -0.1778, -0.1742, -0.1808, -0.1611, -0.1336, -0.0988, -0.0638, -0.0881, -0.0632, -0.0673, -0.1117, -0.1374, -0.1498, -0.1221, -0.1209, -0.1037, -0.1037, -0.0878, -0.0735, -0.0699, -0.0831, -0.125, -0.1085, -0.1086, -0.1196, -0.1774, -0.1396, -0.1654]}
{"unit_id": "reply:1999153581702701300", "ticker_idx": 0, "ts": "2025-12-11T16:25:31+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $AVGO will have great earnings tonight and will turn the sentiment around", "tweet_type": "prediction", "timeline": "days", "summary": "Expects AVGO great earnings to reverse negative AI trade sentiment.", "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": "@SmartflowFi Not at the moment no, I think $AVGO will have great earnings tonight and will turn the sentiment around.", "reply_text": null, "parent_text": "@Kaizen_Investor The fractures we’re seeing in the AI trade - interesting \n\nIs anything you’re seeing in the macro changing how you’re going about investing right now?", "quoted_text": null, "parent_author": "jrd_beach", "ret_m1d": 0.016241314197456447, "ret_signed_m1d": 0.016241314197456447, "alpha_spy_m1d": 0.018562858121499715, "alpha_c_m1d": 0.007586457349378017, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.00865485684807843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11428013452024832, "ret_signed_p1d": -0.11428013452024832, "alpha_spy_p1d": -0.10352814824198564, "alpha_c_p1d": -0.06906455546427726, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.04521557905597107, "ret_p1w": -0.18822745437074506, "ret_signed_p1w": -0.18822745437074506, "alpha_spy_p1w": -0.16979940696259999, "alpha_c_p1w": -0.12448885235888019, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.06373860201186488, "ret_p1m": -0.1494695856823477, "ret_signed_p1m": -0.1494695856823477, "alpha_spy_p1m": -0.15955550548898045, "alpha_c_p1m": -0.20215659109890682, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.05268700541655913, "ret_p3m": -0.15536217187429668, "ret_signed_p3m": -0.15536217187429668, "alpha_spy_p3m": -0.14086792608496368, "alpha_c_p3m": -0.2299834976416425, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.07462132576734581, "ret_p6m": -0.046979985385588785, "ret_signed_p6m": -0.046979985385588785, "alpha_spy_p6m": -0.12327410905231728, "alpha_c_p6m": -0.5877673570647222, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.5407873716791334, "ret_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": -0.18822745437074506, "alpha_spy_stated": -0.16979940696259999, "alpha_c_stated": -0.12448885235888019, "price_path": [-0.1056, -0.1156, -0.1496, -0.1516, -0.1526, -0.1663, -0.1659, -0.165, -0.1729, -0.1768, -0.1931, -0.1882, -0.1796, -0.1678, -0.1673, -0.1744, -0.1722, -0.1498, -0.151, -0.2011, -0.1222, -0.1532, -0.1354, -0.1285, -0.1404, -0.1406, -0.1568, -0.1626, -0.1528, -0.1286, -0.1091, -0.0822, -0.0502, -0.0736, -0.0904, -0.1078, -0.1339, -0.1166, -0.125, -0.1401, -0.1181, -0.1339, -0.1259, -0.1634, -0.1573, -0.1568, -0.1621, -0.1278, -0.1465, -0.1628, -0.0699, -0.0525, -0.0217, -0.0217, -0.0084, -0.0499, -0.061, -0.0634, -0.0624, -0.0397, -0.013, -0.0002, 0.0162, 0.0, -0.1143, -0.1638, -0.1601, -0.1977, -0.1882, -0.1624, -0.1581, -0.1387, -0.1365, -0.1365, -0.1318, -0.1386, -0.1374, -0.1467, -0.1467, -0.1429, -0.1533, -0.1524, -0.1531, -0.1803, -0.1495, -0.1316, -0.1257, -0.162, -0.1543, -0.1329, -0.1329, -0.18, -0.1893, -0.1975, -0.2109, -0.1991, -0.1795, -0.1784, -0.1846, -0.1832, -0.1836, -0.2102, -0.2405, -0.2344, -0.1792, -0.152, -0.1606, -0.1549, -0.1835, -0.1983, -0.1983, -0.1801, -0.1777, -0.1765, -0.1798, -0.1855, -0.1975, -0.1807, -0.2068, -0.2121, -0.2139, -0.2262, -0.2171, -0.1795, -0.1852, -0.1475, -0.1554, -0.1579, -0.1717, -0.2057, -0.1989, -0.2078, -0.2211, -0.2114, -0.2344, -0.2032, -0.2136, -0.2123, -0.2355, -0.2571, -0.2751, -0.2353, -0.2255, -0.2228, -0.2228, -0.2231, -0.1749, -0.1337, -0.1231, -0.082, -0.0618, -0.0592, -0.0198, -0.0155, 0.0044, -0.0126, -0.0064, 0.0442, 0.0375, 0.0445, 0.0332, -0.0121, 0.0017, 0.0313, 0.0409, 0.029, 0.0559, 0.0511, 0.0193, 0.0624, 0.0585, 0.036, 0.0298, 0.0866, 0.0505, 0.0394, 0.0156, 0.0322, 0.0243, 0.0232, 0.0232, 0.0427, 0.0423, 0.0539, 0.1038, 0.1364, 0.1898, 0.184, 0.035, -0.047]}
{"unit_id": "quote:2027880452124553436", "ticker_idx": 0, "ts": "2026-02-28T22:55:50+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 already played a huge part in the war. Their software is too good.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR on its demonstrated wartime software capabilities being too good.", "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": "$PLTR already played a huge part in the war. Their software is too good.", "reply_text": null, "parent_text": null, "quoted_text": "I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.\n\nGeopolitical conflicts happen, and when they do, you need to prepare your portfolio. Here are the companies positioned to benefit:\n\n$PLTR: AI data https://t.co/GoISIrvQje", "parent_author": null, "ret_m1d": -0.054970006393828985, "ret_signed_m1d": -0.054970006393828985, "alpha_spy_m1d": -0.054401717097477875, "alpha_c_m1d": -0.054401717097477875, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014121396139800568, "ret_signed_p1d": 0.014121396139800568, "alpha_spy_p1d": 0.022935735660159717, "alpha_c_p1d": 0.022935735660159717, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": 0.07756419817359106, "ret_signed_p1w": 0.07756419817359106, "alpha_spy_p1w": 0.08937982392116373, "alpha_c_p1w": 0.08937982392116373, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": 0.007646212195027813, "ret_signed_p1m": 0.007646212195027813, "alpha_spy_p1m": 0.057566006255640345, "alpha_c_p1m": 0.057566006255640345, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": -0.012605923084224147, "ret_signed_p3m": -0.012605923084224147, "alpha_spy_p3m": -0.11499928190371289, "alpha_c_p3m": -0.11499928190371289, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": 0.10239335881948874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007646212195027813, "alpha_spy_stated": 0.057566006255640345, "alpha_c_stated": 0.057566006255640345, "price_path": [0.2129, 0.2256, 0.252, 0.2502, 0.2526, 0.2944, 0.2919, 0.2645, 0.2623, 0.2933, 0.2213, 0.2791, 0.3321, 0.3362, 0.3373, 0.3375, 0.3375, 0.2999, 0.2687, 0.2457, 0.2244, 0.2244, 0.1563, 0.1989, 0.2379, 0.2515, 0.2183, 0.2226, 0.2359, 0.2328, 0.2289, 0.2197, 0.1777, 0.1777, 0.1609, 0.1389, 0.1428, 0.1683, 0.1536, 0.1414, 0.0839, 0.0461, 0.0098, 0.0178, 0.0876, -0.0388, -0.1044, -0.0639, -0.0156, -0.039, -0.0654, -0.1105, -0.0948, -0.0948, -0.0837, -0.0674, -0.0708, -0.0684, -0.1004, -0.1125, -0.0756, -0.0636, -0.055, 0.0, 0.0141, 0.0552, 0.0517, 0.0826, 0.0776, 0.0411, 0.0443, 0.0574, 0.0398, 0.052, 0.0683, 0.0524, 0.0724, 0.038, 0.1079, 0.0662, 0.0674, 0.0165, -0.0145, -0.0525, 0.0076, 0.0091, 0.0227, 0.0227, 0.019, 0.0338, -0.0304, -0.1011, -0.1179, -0.0882, -0.0652, -0.0208, -0.0166, 0.0084, 0.005, 0.0055, 0.0513, -0.0248, -0.0143, -0.0143, -0.0275, -0.0496, -0.0417, -0.0076, 0.0059, -0.0638, -0.0784, -0.0559, -0.0508, -0.057, -0.0632, -0.1042, -0.0788, -0.077, -0.0691, -0.0683, -0.0552, -0.0534, -0.0571, -0.0571, -0.059, -0.0872, -0.0126, 0.0783, 0.1066, 0.0482, -0.0205, -0.0239, -0.0664, -0.0599, -0.0902, -0.1031, -0.0971, -0.1183, -0.0721, -0.0821, -0.1002, -0.115, -0.115, -0.1768, -0.1961, -0.2182, -0.2611, -0.2221, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998161314439463255", "ticker_idx": 0, "ts": "2025-12-08T22:42:36+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will, most volatile stock of 2025. They will probably go for a last swing upwards", "tweet_type": "prediction", "timeline": "days", "summary": "Expects HIMS to break above $41 resistance with a final swing upward.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives They will, most volatile stock of 2025. They will probably go for a last swing upwards", "reply_text": null, "parent_text": "$HIMS Bulls need to breakout above this $41ish area of resistance and then we got something here... https://t.co/Z4kcAiqWPA", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.017579125271325324, "ret_signed_m1d": -0.017579125271325324, "alpha_spy_m1d": -0.01844298898195884, "alpha_c_m1d": -0.01844298898195884, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.0008638637106335167, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.048719202450449695, "ret_signed_p1d": -0.048719202450449695, "alpha_spy_p1d": -0.05535143770320694, "alpha_c_p1d": -0.05535143770320694, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.006632235252757246, "ret_p1w": -0.07433448285177646, "ret_signed_p1w": -0.07433448285177646, "alpha_spy_p1w": -0.0682295035892807, "alpha_c_p1w": -0.0682295035892807, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.006104979262495758, "ret_p1m": -0.10949273339442722, "ret_signed_p1m": -0.10949273339442722, "alpha_spy_p1m": -0.12205083223834723, "alpha_c_p1m": -0.12205083223834723, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.012558098843920007, "ret_p3m": -0.6047212483237653, "ret_signed_p3m": -0.6047212483237653, "alpha_spy_p3m": -0.5920234068207721, "alpha_c_p3m": -0.5920234068207721, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": -0.012697841502993135, "ret_p6m": -0.3091411240654135, "ret_signed_p6m": -0.3091411240654135, "alpha_spy_p6m": -0.41966855754957455, "alpha_c_p6m": -0.41966855754957455, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.11052743348416105, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.07433448285177646, "alpha_spy_stated": -0.0682295035892807, "alpha_c_stated": -0.0682295035892807, "price_path": [0.2998, 0.3938, 0.3551, 0.278, 0.2644, 0.4114, 0.452, 0.449, 0.4063, 0.3373, 0.378, 0.4666, 0.4847, 0.4244, 0.4141, 0.4533, 0.3194, 0.3752, 0.4558, 0.4608, 0.4628, 0.3548, 0.3744, 0.3566, 0.5761, 0.4854, 0.2501, 0.2898, 0.2396, 0.1919, 0.2177, 0.225, 0.2112, 0.1833, 0.171, 0.1065, 0.1416, 0.1148, 0.0746, 0.0982, 0.0427, 0.0304, 0.0309, -0.0018, -0.0201, -0.0947, -0.0713, -0.1065, -0.0894, -0.1002, -0.1557, -0.1283, -0.0512, -0.0686, -0.0357, -0.0357, -0.0015, -0.058, -0.0881, -0.0691, 0.005, -0.0156, -0.0176, 0.0, -0.0487, -0.0515, -0.0655, -0.0897, -0.0743, -0.1218, -0.1268, -0.107, -0.1198, -0.1261, -0.1293, -0.1293, -0.1384, -0.1436, -0.1703, -0.1846, -0.1846, -0.161, -0.1283, -0.1095, -0.1095, -0.1494, -0.2042, -0.1878, -0.1914, -0.2135, -0.2157, -0.212, -0.212, -0.2348, -0.2745, -0.2336, -0.2562, -0.2396, -0.2546, -0.28, -0.2499, -0.3197, -0.336, -0.3586, -0.3872, -0.4103, -0.4219, -0.5146, -0.5671, -0.5809, -0.6032, -0.5907, -0.5907, -0.5914, -0.6022, -0.6027, -0.6075, -0.6105, -0.6118, -0.6027, -0.6082, -0.6354, -0.5861, -0.6027, -0.5869, -0.6012, -0.6047, -0.4435, -0.4106, -0.3501, -0.4013, -0.378, -0.3752, -0.3727, -0.4186, -0.3933, -0.447, -0.436, -0.4641, -0.4766, -0.4761, -0.5133, -0.5284, -0.4787, -0.5018, -0.5193, -0.5193, -0.4895, -0.5103, -0.5131, -0.504, -0.5121, -0.4689, -0.4636, -0.39, -0.3222, -0.2762, -0.2212, -0.2526, -0.2715, -0.2931, -0.2325, -0.2619, -0.2991, -0.3388, -0.3177, -0.3117, -0.3152, -0.3388, -0.325, -0.3559, -0.2901, -0.2682, -0.3714, -0.3938, -0.3913, -0.3709, -0.4402, -0.4365, -0.4214, -0.397, -0.4036, -0.4036, -0.4011, -0.3672, -0.3626, -0.3433, -0.3029, -0.3091, -0.3091]}
{"unit_id": "reply:2003037452462592318", "ticker_idx": 0, "ts": "2025-12-22T09:38:37+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 think a platform like $HIMS can really capitalise on this pivot. As they have the most telehealth customers and will join this ride. No matter the brand, best effect against strokes/ weightloss, they can sell it.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish HIMS as top telehealth platform to capitalize on GLP-1 expansion; broadly bullish pharma/GLP-1 sector including NVO and LLY on patent expiry driving volume.", "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": "Made a post about it last night if you want the full story. Also commented on your $NVO post why I’m bullish in the whole pharma/GLP-1 sector. \n\nIn short GLP-1 is not only an obesity drug, it is great for everyone’s health in general. It significantly reduces the risk of strokes, heart attacks, dementia, Parkinson and so on. The only reason that we don’t all take a daily GLP-1 pill is because of the production limits of $NVO and $LLY. Once the first patents fall off, I expect way more cheaper versions of GLP-1. It won’t matter if one or the other is a bit better for weightloss, as it will be just another side affect of GLP-1. \n\nBecause of the production limits of GLP-1 atm, those are only available on prescription for the people who really need it. Once GLP-1 is widely available, prescription will fall off. \n\nI think a platform like $HIMS can really capitalise on this pivot. As they have the most telehealth customers and will join this ride. No matter the brand, best effect against strokes/ weightloss, they can sell it. No matter the brand. \n\nCan’t argue on the management though.", "reply_text": null, "parent_text": "@Kaizen_Investor I just don't see a sustainable moat, i don't like the fact they were/are so heavily related to compounded GLP1-s and I also do not like management.\n\nYou?", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": 0.014550703204900817, "ret_signed_m1d": 0.014550703204900817, "alpha_spy_m1d": 0.020742025927362517, "alpha_c_m1d": 0.020742025927362517, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007132667772947077, "ret_signed_p1d": -0.007132667772947077, "alpha_spy_p1d": -0.011703070112605962, "alpha_c_p1d": -0.011703070112605962, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": -0.027104159304373376, "ret_signed_p1w": -0.027104159304373376, "alpha_spy_p1w": -0.03151391213619059, "alpha_c_p1w": -0.03151391213619059, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.13067047142367227, "ret_signed_p1m": -0.13067047142367227, "alpha_spy_p1m": -0.12008382117377847, "alpha_c_p1m": -0.12008382117377847, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.3106989907758333, "ret_signed_p3m": -0.3106989907758333, "alpha_spy_p3m": -0.27414974937212755, "alpha_c_p3m": -0.27414974937212755, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.10213980033188408, "ret_signed_p6m": -0.10213980033188408, "alpha_spy_p6m": -0.2007761789963034, "alpha_c_p6m": -0.2007761789963034, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": -0.3106989907758333, "alpha_spy_stated": -0.27414974937212755, "alpha_c_stated": -0.27414974937212755, "price_path": [0.5193, 0.5655, 0.6662, 0.6867, 0.6183, 0.6066, 0.6511, 0.499, 0.5623, 0.6539, 0.6596, 0.6619, 0.5392, 0.5615, 0.5412, 0.7906, 0.6876, 0.4203, 0.4653, 0.4083, 0.3541, 0.3835, 0.3917, 0.376, 0.3444, 0.3304, 0.2571, 0.297, 0.2665, 0.2208, 0.2476, 0.1846, 0.1706, 0.1712, 0.1341, 0.1133, 0.0285, 0.0551, 0.0151, 0.0345, 0.0223, -0.0408, -0.0097, 0.0779, 0.0582, 0.0956, 0.0956, 0.1344, 0.0702, 0.0359, 0.0576, 0.1418, 0.1184, 0.1161, 0.1361, 0.0807, 0.0776, 0.0616, 0.0342, 0.0516, -0.0023, -0.008, 0.0146, 0.0, -0.0071, -0.0108, -0.0108, -0.0211, -0.0271, -0.0573, -0.0736, -0.0736, -0.0468, -0.0097, 0.0117, 0.0117, -0.0337, -0.0959, -0.0773, -0.0813, -0.1064, -0.109, -0.1047, -0.1047, -0.1307, -0.1757, -0.1292, -0.1549, -0.1361, -0.1532, -0.182, -0.1478, -0.2271, -0.2456, -0.2713, -0.3039, -0.3301, -0.3432, -0.4485, -0.5081, -0.5238, -0.5492, -0.535, -0.535, -0.5358, -0.5481, -0.5486, -0.5541, -0.5575, -0.5589, -0.5486, -0.5549, -0.5857, -0.5298, -0.5486, -0.5307, -0.5469, -0.5509, -0.3678, -0.3304, -0.2616, -0.3198, -0.2933, -0.2902, -0.2873, -0.3395, -0.3107, -0.3718, -0.3592, -0.3912, -0.4054, -0.4049, -0.4471, -0.4642, -0.4077, -0.434, -0.4539, -0.4539, -0.42, -0.4437, -0.4468, -0.4365, -0.4456, -0.3966, -0.3906, -0.307, -0.23, -0.1777, -0.1153, -0.1509, -0.1723, -0.1969, -0.1281, -0.1615, -0.2037, -0.2488, -0.2248, -0.218, -0.222, -0.2488, -0.2331, -0.2682, -0.1934, -0.1686, -0.2859, -0.3113, -0.3084, -0.2853, -0.3641, -0.3598, -0.3427, -0.315, -0.3224, -0.3224, -0.3195, -0.281, -0.2759, -0.2539, -0.208, -0.2151, -0.2151, -0.2009, -0.2528, -0.2248, -0.1732, -0.2074, -0.1763, -0.2348, -0.1392, -0.1021]}
{"unit_id": "reply:2003037452462592318", "ticker_idx": 1, "ts": "2025-12-22T09:38:37+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bullish in the whole pharma/GLP-1 sector", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish HIMS as top telehealth platform to capitalize on GLP-1 expansion; broadly bullish pharma/GLP-1 sector including NVO and LLY on patent expiry driving volume.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Made a post about it last night if you want the full story. Also commented on your $NVO post why I’m bullish in the whole pharma/GLP-1 sector. \n\nIn short GLP-1 is not only an obesity drug, it is great for everyone’s health in general. It significantly reduces the risk of strokes, heart attacks, dementia, Parkinson and so on. The only reason that we don’t all take a daily GLP-1 pill is because of the production limits of $NVO and $LLY. Once the first patents fall off, I expect way more cheaper versions of GLP-1. It won’t matter if one or the other is a bit better for weightloss, as it will be just another side affect of GLP-1. \n\nBecause of the production limits of GLP-1 atm, those are only available on prescription for the people who really need it. Once GLP-1 is widely available, prescription will fall off. \n\nI think a platform like $HIMS can really capitalise on this pivot. As they have the most telehealth customers and will join this ride. No matter the brand, best effect against strokes/ weightloss, they can sell it. No matter the brand. \n\nCan’t argue on the management though.", "reply_text": null, "parent_text": "@Kaizen_Investor I just don't see a sustainable moat, i don't like the fact they were/are so heavily related to compounded GLP1-s and I also do not like management.\n\nYou?", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.0002078426394436228, "ret_signed_m1d": -0.0002078426394436228, "alpha_spy_m1d": 0.005983480083018078, "alpha_c_m1d": 0.005983480083018078, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0729729916382802, "ret_signed_p1d": 0.0729729916382802, "alpha_spy_p1d": 0.06840258929862131, "alpha_c_p1d": 0.06840258929862131, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": 0.07006245473996331, "ret_signed_p1w": 0.07006245473996331, "alpha_spy_p1w": 0.0656527019081461, "alpha_c_p1w": 0.0656527019081461, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": 0.2615385551384817, "ret_signed_p1m": 0.2615385551384817, "alpha_spy_p1m": 0.2721252053883755, "alpha_c_p1m": 0.2721252053883755, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.22910597738330063, "ret_signed_p3m": -0.22910597738330063, "alpha_spy_p3m": -0.19255673597959488, "alpha_c_p3m": -0.19255673597959488, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.06138897092242013, "ret_signed_p6m": -0.06138897092242013, "alpha_spy_p6m": -0.16002534958683945, "alpha_c_p6m": -0.16002534958683945, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": -0.22910597738330063, "alpha_spy_stated": -0.19255673597959488, "alpha_c_stated": -0.19255673597959488, "price_path": [0.2212, 0.1651, 0.1561, 0.1538, 0.1536, 0.2301, 0.2212, 0.2397, 0.2401, 0.227, 0.2393, 0.22, 0.1836, 0.1954, 0.178, 0.1792, 0.1661, 0.1304, 0.1588, 0.1389, 0.1098, 0.1067, 0.101, 0.0996, 0.0821, 0.068, 0.0403, 0.0283, 0.021, 0.0031, 0.0075, -0.0331, -0.0503, -0.0449, 0.0218, 0.0449, 0.022, 0.0033, 0.0075, -0.0114, 0.0187, -0.0104, -0.0098, -0.0651, -0.0216, 0.0127, 0.0127, 0.026, 0.0069, -0.0139, -0.011, -0.0023, -0.005, -0.0277, -0.0362, 0.0198, 0.0455, 0.0432, 0.0472, 0.0179, -0.0069, -0.0102, -0.0002, 0.0, 0.073, 0.0927, 0.0927, 0.0894, 0.0701, 0.0649, 0.0578, 0.0578, 0.0892, 0.1457, 0.1696, 0.1761, 0.1921, 0.2227, 0.2445, 0.2399, 0.2247, 0.1875, 0.2958, 0.2958, 0.2615, 0.2333, 0.2938, 0.2944, 0.3301, 0.3075, 0.2543, 0.2335, 0.2356, 0.2252, 0.0457, -0.0189, -0.099, -0.0096, 0.0264, 0.0212, 0.0133, 0.0173, 0.0306, 0.0306, 0.0264, 0.0235, 0.0073, -0.0141, -0.1761, -0.1977, -0.2067, -0.2179, -0.2214, -0.215, -0.2378, -0.1996, -0.1877, -0.1979, -0.173, -0.195, -0.1927, -0.2096, -0.2108, -0.1979, -0.201, -0.2214, -0.2291, -0.2405, -0.2345, -0.2331, -0.2447, -0.2432, -0.2507, -0.2394, -0.2079, -0.2138, -0.203, -0.203, -0.2097, -0.2045, -0.1894, -0.1931, -0.1914, -0.1814, -0.1526, -0.1204, -0.1179, -0.1267, -0.128, -0.1504, -0.1562, -0.1698, -0.1127, -0.112, -0.1127, -0.1317, -0.0901, -0.0543, -0.0433, -0.0329, -0.0138, -0.0129, -0.0071, 0.0, 0.013, 0.0147, -0.0129, -0.0357, -0.0457, -0.0457, -0.0286, -0.0433, -0.031, -0.031, -0.0476, -0.0398, -0.0191, -0.0176, -0.0502, -0.075, -0.0948, -0.0571, -0.0741, -0.1159, -0.0907, -0.0773, -0.0526, -0.0543, -0.0534, -0.0614]}
{"unit_id": "reply:2003037452462592318", "ticker_idx": 2, "ts": "2025-12-22T09:38:37+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm bullish in the whole pharma/GLP-1 sector", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish HIMS as top telehealth platform to capitalize on GLP-1 expansion; broadly bullish pharma/GLP-1 sector including NVO and LLY on patent expiry driving volume.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Made a post about it last night if you want the full story. Also commented on your $NVO post why I’m bullish in the whole pharma/GLP-1 sector. \n\nIn short GLP-1 is not only an obesity drug, it is great for everyone’s health in general. It significantly reduces the risk of strokes, heart attacks, dementia, Parkinson and so on. The only reason that we don’t all take a daily GLP-1 pill is because of the production limits of $NVO and $LLY. Once the first patents fall off, I expect way more cheaper versions of GLP-1. It won’t matter if one or the other is a bit better for weightloss, as it will be just another side affect of GLP-1. \n\nBecause of the production limits of GLP-1 atm, those are only available on prescription for the people who really need it. Once GLP-1 is widely available, prescription will fall off. \n\nI think a platform like $HIMS can really capitalise on this pivot. As they have the most telehealth customers and will join this ride. No matter the brand, best effect against strokes/ weightloss, they can sell it. No matter the brand. \n\nCan’t argue on the management though.", "reply_text": null, "parent_text": "@Kaizen_Investor I just don't see a sustainable moat, i don't like the fact they were/are so heavily related to compounded GLP1-s and I also do not like management.\n\nYou?", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.0046819205705143085, "ret_signed_m1d": -0.0046819205705143085, "alpha_spy_m1d": 0.0015094021519473921, "alpha_c_m1d": 0.0015094021519473921, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00449611381704762, "ret_signed_p1d": -0.00449611381704762, "alpha_spy_p1d": -0.009066516156706506, "alpha_c_p1d": -0.009066516156706506, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": 0.002090069965971164, "ret_signed_p1w": 0.002090069965971164, "alpha_spy_p1w": -0.002319682865846051, "alpha_c_p1w": -0.002319682865846051, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.03268981388717174, "ret_signed_p1m": -0.03268981388717174, "alpha_spy_p1m": -0.022103163637277934, "alpha_c_p1m": -0.022103163637277934, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.14626245676124383, "ret_signed_p3m": -0.14626245676124383, "alpha_spy_p3m": -0.10971321535753809, "alpha_c_p3m": -0.10971321535753809, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": 0.046288865669682044, "ret_signed_p6m": 0.046288865669682044, "alpha_spy_p6m": -0.05234751299473728, "alpha_c_p6m": -0.05234751299473728, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": -0.14626245676124383, "alpha_spy_stated": -0.10971321535753809, "alpha_c_stated": -0.10971321535753809, "price_path": [-0.3119, -0.3372, -0.3279, -0.3261, -0.2922, -0.2343, -0.2395, -0.2209, -0.2161, -0.2175, -0.2155, -0.2066, -0.2269, -0.2399, -0.2465, -0.2333, -0.24, -0.2553, -0.2496, -0.2583, -0.2464, -0.2384, -0.2343, -0.2334, -0.2393, -0.2454, -0.2166, -0.1996, -0.1684, -0.1588, -0.1412, -0.1304, -0.1426, -0.1034, -0.083, -0.0559, -0.0512, -0.0476, -0.0509, -0.0431, -0.025, -0.0308, -0.0156, -0.0059, 0.0311, 0.0259, 0.0259, -0.0009, -0.0173, -0.0282, -0.0399, -0.0576, -0.0615, -0.0733, -0.0876, -0.077, -0.0623, -0.0455, -0.0133, -0.0206, -0.0322, -0.0182, -0.0047, 0.0, -0.0045, 0.0005, 0.0005, 0.0012, 0.0021, 0.003, -0.0017, -0.0017, 0.0036, -0.0325, -0.0116, 0.0294, 0.0081, -0.012, 0.0042, 0.0007, -0.003, -0.0404, -0.0354, -0.0354, -0.0327, 0.0019, 0.0101, -0.0113, -0.0128, -0.0343, -0.0489, -0.0486, -0.0365, -0.0301, -0.0678, 0.0285, -0.0517, -0.017, -0.0295, -0.0478, -0.0569, -0.0355, -0.0323, -0.0323, -0.036, -0.0504, -0.0479, -0.0606, -0.015, -0.0303, -0.0427, -0.049, -0.0211, -0.0528, -0.0623, -0.0662, -0.0851, -0.0785, -0.0617, -0.0682, -0.0696, -0.0907, -0.0834, -0.0796, -0.1343, -0.1458, -0.1463, -0.1563, -0.1527, -0.1597, -0.1474, -0.1653, -0.1828, -0.175, -0.1442, -0.1118, -0.1294, -0.1294, -0.1374, -0.1336, -0.113, -0.1112, -0.1258, -0.135, -0.1416, -0.1579, -0.1588, -0.1374, -0.144, -0.1597, -0.1426, -0.1461, -0.1775, -0.1921, -0.1867, -0.2079, -0.1304, -0.1036, -0.0993, -0.0799, -0.0815, -0.0928, -0.1175, -0.1002, -0.0789, -0.0548, -0.0633, -0.0633, -0.079, -0.0479, -0.0503, -0.0291, -0.0073, -0.0073, -0.0075, 0.0094, 0.0503, 0.03, 0.0087, -0.0081, 0.0055, 0.0489, 0.0546, 0.0711, 0.067, 0.0592, 0.0821, 0.0561, 0.0527, 0.0463]}
{"unit_id": "quote:2009666689282257062", "ticker_idx": 0, "ts": "2026-01-09T16:40:51+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect the $NVO pill to boom", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NVO on Wegovy pill demand boom; bullish AMZN as big winner from Amazon Pharmacy distribution deal.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Highly anticipated news. $HIMS moved to other high groth verticals the moment the deal with $NVO collapsed. \n\nStill I expect the $NVO pill to boom. It would have brought loads of customers to the platfom and would generate easy free cash flow. Big win for $AMZN.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: AMAZON PHARMACY TO START SELLING NOVO NORDISK'S WEGOVY PILL \n\n- $25/mo on insurance plans\n- $149/mo cash-pay option\n- free shipping to all 50 states, same-day delivery available to ~half of customers\n\n$HIMS $NVO $LLY $AMZN https://t.co/Pq76GdDzc6", "parent_author": null, "ret_m1d": -0.02499575188078884, "ret_signed_m1d": -0.02499575188078884, "alpha_spy_m1d": -0.018425818370467972, "alpha_c_m1d": -0.018425818370467972, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.006569933510320869, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017854070061320115, "ret_signed_p1d": 0.017854070061320115, "alpha_spy_p1d": 0.016283637060656275, "alpha_c_p1d": 0.016283637060656275, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.00157043300066384, "ret_p1w": 0.059853797455458935, "ret_signed_p1w": 0.059853797455458935, "alpha_spy_p1w": 0.06332609519060173, "alpha_c_p1w": 0.06332609519060173, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.003472297735142793, "ret_p1m": -0.1605169747581363, "ret_signed_p1m": -0.1605169747581363, "alpha_spy_p1m": -0.1603441422589077, "alpha_c_p1m": -0.1603441422589077, "bench_spy_p1m": -0.00017283249922861454, "bench_c_p1m": -0.00017283249922861454, "ret_p3m": -0.33702873194498906, "ret_signed_p3m": -0.33702873194498906, "alpha_spy_p3m": -0.3136683200466871, "alpha_c_p3m": -0.3136683200466871, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.023360411898301958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1605169747581363, "alpha_spy_stated": -0.1603441422589077, "alpha_c_stated": -0.1603441422589077, "price_path": [-0.0366, -0.0355, -0.0463, -0.0755, -0.0522, -0.0685, -0.0923, -0.0949, -0.0995, -0.1007, -0.1149, -0.1265, -0.1491, -0.159, -0.1649, -0.1796, -0.176, -0.2091, -0.2233, -0.2188, -0.1643, -0.1454, -0.1641, -0.1794, -0.176, -0.1915, -0.1668, -0.1906, -0.1901, -0.2353, -0.1998, -0.1717, -0.1717, -0.1609, -0.1765, -0.1935, -0.1911, -0.184, -0.1862, -0.2047, -0.2117, -0.166, -0.1449, -0.1467, -0.1435, -0.1675, -0.1877, -0.1904, -0.1823, -0.1821, -0.1224, -0.1063, -0.1063, -0.109, -0.1248, -0.1291, -0.1348, -0.1348, -0.1092, -0.0629, -0.0434, -0.0381, -0.025, 0.0, 0.0179, 0.0141, 0.0017, -0.0287, 0.0599, 0.0599, 0.0318, 0.0087, 0.0582, 0.0587, 0.0879, 0.0694, 0.0258, 0.0088, 0.0105, 0.002, -0.1447, -0.1976, -0.2631, -0.1899, -0.1605, -0.1648, -0.1712, -0.168, -0.1571, -0.1571, -0.1605, -0.1629, -0.1762, -0.1937, -0.3261, -0.3438, -0.3511, -0.3603, -0.3632, -0.3579, -0.3766, -0.3453, -0.3357, -0.344, -0.3236, -0.3416, -0.3397, -0.3535, -0.3545, -0.344, -0.3465, -0.3632, -0.3695, -0.3788, -0.3739, -0.3727, -0.3822, -0.3811, -0.3872, -0.3779, -0.3522, -0.3569, -0.3481, -0.3481, -0.3536, -0.3494, -0.337, -0.34, -0.3386, -0.3305, -0.3069, -0.2806, -0.2785, -0.2857, -0.2868, -0.3051, -0.3099, -0.321, -0.2743, -0.2737, -0.2743, -0.2898, -0.2558, -0.2265, -0.2175, -0.2091, -0.1934, -0.1927, -0.1879, -0.1821, -0.1715, -0.1701, -0.1927, -0.2113, -0.2195, -0.2195, -0.2055, -0.2175, -0.2075, -0.2075, -0.221, -0.2147, -0.1978, -0.1965, -0.2232, -0.2434, -0.2596, -0.2288, -0.2427, -0.2769, -0.2563, -0.2454, -0.2251, -0.2265, -0.2258, -0.2323, -0.2329, -0.2387, -0.2387, -0.1912, -0.1641, -0.1643, -0.1602, -0.1526, null, null, null, null, null, null]}
{"unit_id": "quote:2009666689282257062", "ticker_idx": 1, "ts": "2026-01-09T16:40:51+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big win for $AMZN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NVO on Wegovy pill demand boom; bullish AMZN as big winner from Amazon Pharmacy distribution deal.", "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": "Highly anticipated news. $HIMS moved to other high groth verticals the moment the deal with $NVO collapsed. \n\nStill I expect the $NVO pill to boom. It would have brought loads of customers to the platfom and would generate easy free cash flow. Big win for $AMZN.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: AMAZON PHARMACY TO START SELLING NOVO NORDISK'S WEGOVY PILL \n\n- $25/mo on insurance plans\n- $149/mo cash-pay option\n- free shipping to all 50 states, same-day delivery available to ~half of customers\n\n$HIMS $NVO $LLY $AMZN https://t.co/Pq76GdDzc6", "parent_author": null, "ret_m1d": -0.004406223523182651, "ret_signed_m1d": -0.004406223523182651, "alpha_spy_m1d": 0.002163709987138218, "alpha_c_m1d": 0.0075703586042564774, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.011976582127439128, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003678565947722645, "ret_signed_p1d": -0.003678565947722645, "alpha_spy_p1d": -0.005248998948386485, "alpha_c_p1d": -0.004562714639367305, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.0008841486916446595, "ret_p1w": -0.03338996524613169, "ret_signed_p1w": -0.03338996524613169, "alpha_spy_p1w": -0.0299176675109889, "alpha_c_p1w": -0.016429949208314754, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.01696001603781694, "ret_p1m": -0.15627780297127558, "ret_signed_p1m": -0.15627780297127558, "alpha_spy_p1m": -0.15610497047204697, "alpha_c_p1m": -0.10113752502349549, "bench_spy_p1m": -0.00017283249922861454, "bench_c_p1m": -0.05514027794778009, "ret_p3m": -0.1056269883056663, "ret_signed_p3m": -0.1056269883056663, "alpha_spy_p3m": -0.08226657640736434, "alpha_c_p3m": 0.0018192430166925622, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.10744623132235886, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15627780297127558, "alpha_spy_stated": -0.15610497047204697, "alpha_c_stated": -0.10113752502349549, "price_path": [-0.1253, -0.1286, -0.133, -0.1388, -0.1249, -0.1025, -0.119, -0.1063, -0.0937, -0.0825, -0.0733, -0.069, -0.0991, -0.0128, 0.0268, 0.0078, 0.0114, -0.0175, -0.012, 0.0041, 0.007, -0.0129, -0.0396, -0.0513, -0.0587, -0.1004, -0.0998, -0.1222, -0.1079, -0.0853, -0.0716, -0.0737, -0.0737, -0.0572, -0.0546, -0.0524, -0.0606, -0.0739, -0.0722, -0.0828, -0.0787, -0.0631, -0.0691, -0.0857, -0.1004, -0.1003, -0.1055, -0.0834, -0.081, -0.0766, -0.0616, -0.0606, -0.0606, -0.0601, -0.0619, -0.06, -0.0669, -0.0669, -0.0844, -0.0579, -0.0261, -0.0235, -0.0044, 0.0, -0.0037, -0.0193, -0.0434, -0.0372, -0.0334, -0.0334, -0.0662, -0.065, -0.0527, -0.0332, -0.0362, -0.0109, -0.0177, -0.0228, -0.0327, -0.0179, -0.0354, -0.0582, -0.0998, -0.1498, -0.1563, -0.1634, -0.175, -0.1931, -0.1964, -0.1964, -0.1869, -0.1722, -0.1719, -0.1507, -0.1702, -0.1569, -0.1485, -0.1595, -0.1511, -0.1576, -0.1562, -0.1235, -0.115, -0.1381, -0.137, -0.1336, -0.1404, -0.153, -0.1605, -0.1441, -0.1301, -0.1516, -0.1561, -0.1698, -0.1505, -0.1623, -0.1442, -0.161, -0.1942, -0.1877, -0.1581, -0.1488, -0.152, -0.152, -0.1398, -0.1359, -0.1056, -0.0555, -0.0364, -0.0303, 0.0066, 0.0045, 0.0094, 0.0129, 0.0036, 0.0102, 0.0323, 0.0311, 0.0671, 0.0555, 0.0498, 0.0633, 0.0715, 0.0844, 0.0997, 0.1058, 0.1116, 0.0962, 0.1023, 0.0874, 0.0745, 0.092, 0.0802, 0.0678, 0.0707, 0.0483, 0.0713, 0.0852, 0.0766, 0.0766, 0.0724, 0.0989, 0.1076, 0.094, 0.0561, 0.0369, 0.0107, 0.0259, -0.0055, -0.0087, -0.0129, -0.0379, -0.0237, -0.0357, -0.0055, -0.0056, -0.0399, -0.0121, -0.0121, -0.059, -0.0536, -0.053, -0.0823, -0.0594, null, null, null, null, null, null]}
{"unit_id": "reply:1994899393926107602", "ticker_idx": 0, "ts": "2025-11-29T22:40:53+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin is now a structural revenue engine that Wall Street is financially incentivized to protect and expand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BTC: Wall Street structurally incentivized to protect and grow Bitcoin as a revenue engine.", "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": "@StockMKTNewz Bitcoin is now a structural revenue engine that Wall Street is financially incentivized to protect and expand", "reply_text": null, "parent_text": "BlackRock’s bitcoin ETFs have reportedly become the firm’s most profitable product line - CoinDesk", "quoted_text": null, "parent_author": "StockMKTNewz", "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.048675914830811795, "alpha_c_m1d": 0.048675914830811795, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.05640228187609786, "alpha_c_p1d": 0.05640228187609786, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.04509027551061817, "alpha_c_p1w": 0.04509027551061817, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.011534712460623098, "alpha_c_p1m": 0.011534712460623098, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.234843975571135, "alpha_c_p3m": -0.234843975571135, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.23124339973113994, "alpha_c_p6m": -0.23124339973113994, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024426832046342772, "alpha_spy_stated": 0.011534712460623098, "alpha_c_stated": 0.011534712460623098, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "reply:1992519326730264630", "ticker_idx": 0, "ts": "2025-11-23T09:03:21+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the best opportunities on the market atm", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses NBIS as one of the best opportunities on the market, implicitly long on the ARR doubling trajectory laid out in parent.", "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 One of the best opportunities on the market atm", "reply_text": null, "parent_text": "$NBIS growth for the slow people on X:\n\nLast quarter: ~$500M ARR ✅ \n\nThey will DOUBLE ARR to ~$1B this quarter / by end of 2025 📈 \n\nIn the first quarter of 2026, they will DOUBLE again to ~$2B ARR 📈 \n\nDuring 2026 they will then DOUBLE again to ~$4B ARR 📈 \n\nAnd guess what", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": -0.09401522574747101, "ret_signed_m1d": -0.09401522574747101, "alpha_spy_m1d": -0.07951029662806453, "alpha_c_m1d": -0.0841931562795405, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.032861852255905655, "ret_signed_p1d": -0.032861852255905655, "alpha_spy_p1d": -0.042267873213635676, "alpha_c_p1d": -0.04427675602676473, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.011414903770859075, "ret_p1w": 0.08977148926027834, "ret_signed_p1w": 0.08977148926027834, "alpha_spy_p1w": 0.0725148779898388, "alpha_c_p1w": 0.07348979615275764, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0162816931075207, "ret_p1m": -0.020348234118967246, "ret_signed_p1m": -0.020348234118967246, "alpha_spy_p1m": -0.05214419239197732, "alpha_c_p1m": -0.062468694273824066, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.04212046015485682, "ret_p3m": 0.17094666837463257, "ret_signed_p3m": 0.17094666837463257, "alpha_spy_p3m": 0.14437008085437286, "alpha_c_p3m": 0.14880039942651568, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 1.1515777197442003, "ret_signed_p6m": 1.1515777197442003, "alpha_spy_p6m": 1.048130998811391, "alpha_c_p6m": 1.1198465829808257, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020348234118967246, "alpha_spy_stated": -0.05214419239197732, "alpha_c_stated": -0.062468694273824066, "price_path": [-0.2372, -0.2161, -0.2566, -0.2566, -0.2849, -0.2856, -0.2937, -0.2876, -0.3029, 0.0416, 0.0162, -0.0295, -0.0162, -0.0102, -0.0269, 0.0237, 0.0242, 0.0806, 0.16, 0.173, 0.2321, 0.1745, 0.1719, 0.1993, 0.2217, 0.258, 0.3696, 0.3926, 0.3595, 0.2807, 0.3275, 0.4433, 0.41, 0.474, 0.3945, 0.3692, 0.3388, 0.2344, 0.1861, 0.1347, 0.0731, 0.1552, 0.276, 0.3649, 0.3257, 0.3613, 0.3513, 0.4235, 0.3109, 0.2028, 0.2731, 0.1909, 0.2109, 0.1964, 0.1123, 0.0268, -0.0356, -0.091, -0.0644, -0.0148, 0.0345, -0.079, -0.094, 0.0, -0.0329, 0.0304, 0.0304, 0.0323, 0.0898, 0.0495, 0.0764, 0.1186, 0.0668, 0.0917, 0.0491, 0.0184, 0.0259, -0.0458, -0.1171, -0.1192, -0.179, -0.1503, -0.0266, 0.0145, -0.0203, -0.0084, -0.0084, -0.0469, -0.0638, -0.0732, -0.0892, -0.0892, -0.0212, 0.0101, 0.0908, 0.0469, 0.0588, 0.0656, 0.1679, 0.1472, 0.1097, 0.1304, 0.1831, 0.1831, 0.0804, 0.0758, 0.0539, 0.0283, -0.0048, 0.065, 0.0928, 0.0328, -0.073, -0.0407, -0.0212, -0.1035, -0.1962, -0.0631, 0.0107, -0.0012, -0.0358, -0.0236, 0.0665, 0.0665, 0.0612, 0.1077, 0.1709, 0.0655, 0.0948, 0.1162, 0.1547, 0.1412, -0.0077, -0.0097, -0.0555, 0.064, 0.0408, -0.028, 0.0331, 0.0493, 0.2187, 0.1756, 0.2291, 0.4129, 0.2658, 0.2901, 0.3223, 0.2799, 0.2421, 0.2504, 0.2523, 0.1531, 0.0971, 0.0039, 0.1291, 0.1094, 0.1841, 0.1841, 0.2246, 0.2775, 0.3602, 0.4835, 0.5775, 0.6818, 0.7621, 0.8147, 0.7991, 0.7099, 0.7319, 0.7035, 0.699, 0.7092, 0.6013, 0.5774, 0.4745, 0.5363, 0.5041, 0.6811, 0.9197, 0.9143, 1.1229, 1.0106, 0.9266, 1.025, 0.949, 1.2554, 1.4064, 1.3933, 1.1748, 1.1516]}
{"unit_id": "reply:1995138748682805349", "ticker_idx": 0, "ts": "2025-11-30T14:32:00+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This vertical integration creates a capital efficiency advantage that the current valuation ignores", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL: TPU-driven margin moat and vertical integration create capital efficiency the market is undervaluing.", "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": "@StockSavvyShay @fiscal_ai The \"margin moat\" provided by TPUs is critical. While competitors face margin compression via hardware costs, $GOOGL optimizes unit economics. This vertical integration creates a capital efficiency advantage that the current valuation ignores.", "reply_text": null, "parent_text": "$GOOGL deserves to be valued like a ~$4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. \n\nAI Silicon\n• Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other https://t.co/JCSkkY88QD", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.01679949451198448, "ret_signed_m1d": 0.01679949451198448, "alpha_spy_m1d": 0.012212994214624961, "alpha_c_m1d": 0.012097681327012832, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004701813184971648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0029214907856902617, "ret_signed_p1d": 0.0029214907856902617, "alpha_spy_p1d": 0.0010691232816224527, "alpha_c_p1d": -0.00038721987556922244, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.003308710661259484, "ret_p1w": -0.003063943321175544, "ret_signed_p1w": -0.003063943321175544, "alpha_spy_p1w": -0.008003258292585858, "alpha_c_p1w": -0.015340914866572297, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.012276971545396753, "ret_p1m": -0.002650860099666308, "ret_signed_p1m": -0.002650860099666308, "alpha_spy_p1m": -0.015542979685385983, "alpha_c_p1m": -0.0359373165128446, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.03328645641317829, "ret_p3m": -0.02321112096939193, "ret_signed_p3m": -0.02321112096939193, "alpha_spy_p3m": -0.03947940558987462, "alpha_c_p3m": -0.04278332997163736, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.019572209002245433, "ret_p6m": 0.23664852201367492, "ret_signed_p6m": 0.23664852201367492, "alpha_spy_p6m": 0.1269950782981999, "alpha_c_p6m": 0.2240754751255829, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.012573046888092021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.002650860099666308, "alpha_spy_stated": -0.015542979685385983, "alpha_c_stated": -0.0359373165128446, "price_path": [-0.2681, -0.2629, -0.2544, -0.2568, -0.239, -0.2405, -0.2367, -0.2353, -0.201, -0.2024, -0.2076, -0.1996, -0.1911, -0.198, -0.2008, -0.2152, -0.2194, -0.2171, -0.225, -0.228, -0.2223, -0.2198, -0.2208, -0.2047, -0.2195, -0.2232, -0.233, -0.2487, -0.2246, -0.2205, -0.2028, -0.2014, -0.1956, -0.1853, -0.2046, -0.2007, -0.1963, -0.1746, -0.1449, -0.1506, -0.128, -0.1061, -0.107, -0.099, -0.1186, -0.0971, -0.0957, -0.1145, -0.0787, -0.0749, -0.0895, -0.1153, -0.1222, -0.0949, -0.0972, -0.0701, -0.0808, -0.0484, 0.0117, 0.0272, 0.0161, 0.0161, 0.0168, 0.0, 0.0029, 0.0151, 0.0087, 0.0203, -0.0031, 0.0076, 0.0176, -0.0072, -0.0171, -0.0205, -0.0258, -0.0571, -0.0388, -0.0239, -0.0156, -0.0011, -0.0019, -0.0019, -0.0037, -0.0036, -0.0027, -0.0054, -0.0054, 0.0015, 0.0059, -0.0011, 0.0232, 0.0342, 0.0441, 0.0546, 0.0676, 0.0672, 0.0575, 0.0487, 0.0487, 0.0232, 0.0435, 0.0504, 0.0421, 0.059, 0.0631, 0.0678, 0.0749, 0.0741, 0.0922, 0.0795, 0.0583, 0.0526, 0.026, 0.0306, 0.0124, -0.0118, -0.0181, -0.0285, -0.0285, -0.0402, -0.0361, -0.0376, 0.0009, -0.0102, -0.012, -0.0057, -0.0232, -0.0093, -0.0259, -0.0353, -0.0367, -0.0439, -0.0514, -0.0258, -0.0236, -0.0183, -0.0347, -0.0387, -0.0283, -0.0113, -0.0215, -0.0233, -0.0428, -0.0394, -0.0764, -0.0748, -0.1067, -0.1276, -0.1303, -0.0856, -0.0543, -0.0594, -0.0594, -0.046, -0.0286, 0.0091, 0.0128, 0.0088, 0.0218, 0.0587, 0.0721, 0.0686, 0.0866, 0.073, 0.0567, 0.079, 0.0777, 0.0952, 0.1141, 0.1123, 0.1128, 0.2237, 0.2265, 0.2187, 0.2352, 0.2658, 0.2656, 0.2746, 0.2359, 0.2318, 0.2803, 0.2754, 0.2618, 0.2623, 0.2328, 0.2367, 0.2328, 0.2179, 0.2179, 0.2366]}
{"unit_id": "orig:2006395187179000255", "ticker_idx": 0, "ts": "2025-12-31T16:01:04+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My top 3 picks for 2026\n1. $HIMS", "tweet_type": "prediction", "timeline": "years", "summary": "Top 3 picks for 2026: long HIMS, IREN, and FLNC.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "The Kaizen Portfolio ends up 45.3% this year 🟢\n\nMy best performing stocks in 2025\n$PL: +399%\n$RKLB: +248%\n$HOOD: +235%\n$PLTR: +138%\n$IONQ: +100%\n\nMy top 3 picks for 2026\n1. $HIMS\n2. $IREN\n3. $FLNC\n\nEnjoy new years eve, I'm looking forward to learn, invest and grow together🚀 https://t.co/RSkdH1eZtR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01755465578673232, "ret_signed_m1d": 0.01755465578673232, "alpha_spy_m1d": 0.010090412019435169, "alpha_c_m1d": 0.010090412019435169, "bench_spy_m1d": 0.007464243767297152, "bench_c_m1d": 0.007464243767297152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.09208493228707004, "ret_signed_p1w": 0.09208493228707004, "alpha_spy_p1w": 0.08085194456590128, "alpha_c_p1w": 0.08085194456590128, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.011232987721168763, "ret_p1m": -0.08007392312051853, "ret_signed_p1m": -0.08007392312051853, "alpha_spy_p1m": -0.09784723466536982, "alpha_c_p1m": -0.09784723466536982, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01777331154485129, "ret_p3m": -0.4216199574802839, "ret_signed_p3m": -0.4216199574802839, "alpha_spy_p3m": -0.35090184007424585, "alpha_c_p3m": -0.35090184007424585, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07071811740603806, "ret_p6m": 0.007391372181917433, "ret_signed_p6m": 0.007391372181917433, "alpha_spy_p6m": -0.07514361651697965, "alpha_c_p6m": -0.07514361651697965, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.08253498869889708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.6181, 0.6865, 0.7853, 0.7915, 0.794, 0.6615, 0.6856, 0.6637, 0.9329, 0.8217, 0.5331, 0.5818, 0.5202, 0.4617, 0.4934, 0.5023, 0.4854, 0.4512, 0.4361, 0.3569, 0.4001, 0.3671, 0.3178, 0.3468, 0.2787, 0.2636, 0.2642, 0.2242, 0.2017, 0.1103, 0.1389, 0.0958, 0.1167, 0.1035, 0.0354, 0.069, 0.1635, 0.1423, 0.1826, 0.1826, 0.2245, 0.1552, 0.1183, 0.1417, 0.2325, 0.2073, 0.2048, 0.2264, 0.1666, 0.1632, 0.146, 0.1164, 0.1352, 0.077, 0.0708, 0.0952, 0.0795, 0.0718, 0.0678, 0.0678, 0.0567, 0.0502, 0.0176, 0.0, 0.0, 0.0289, 0.069, 0.0921, 0.0921, 0.0431, -0.024, -0.004, -0.0083, -0.0354, -0.0382, -0.0336, -0.0336, -0.0616, -0.1103, -0.0601, -0.0878, -0.0674, -0.0859, -0.117, -0.0801, -0.1657, -0.1857, -0.2134, -0.2485, -0.2769, -0.291, -0.4047, -0.469, -0.486, -0.5134, -0.498, -0.498, -0.4989, -0.5122, -0.5128, -0.5186, -0.5223, -0.5239, -0.5128, -0.5196, -0.5528, -0.4925, -0.5128, -0.4934, -0.5109, -0.5152, -0.3175, -0.2772, -0.203, -0.2658, -0.2371, -0.2338, -0.2307, -0.287, -0.2559, -0.3218, -0.3083, -0.3428, -0.3582, -0.3576, -0.4031, -0.4216, -0.3606, -0.389, -0.4105, -0.4105, -0.3739, -0.3994, -0.4028, -0.3917, -0.4016, -0.3486, -0.3422, -0.2519, -0.1688, -0.1124, -0.045, -0.0835, -0.1066, -0.133, -0.0588, -0.0949, -0.1404, -0.1891, -0.1632, -0.1558, -0.1601, -0.1891, -0.1722, -0.21, -0.1294, -0.1026, -0.2291, -0.2565, -0.2535, -0.2285, -0.3135, -0.3089, -0.2904, -0.2605, -0.2686, -0.2686, -0.2655, -0.2239, -0.2184, -0.1946, -0.1451, -0.1528, -0.1528, -0.1374, -0.1934, -0.1632, -0.1075, -0.1444, -0.1109, -0.174, -0.0708, -0.0308, -0.0179, 0.0924, 0.0924, 0.033, 0.0151, 0.0071, 0.0074]}
{"unit_id": "orig:2006395187179000255", "ticker_idx": 1, "ts": "2025-12-31T16:01:04+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 top 3 picks for 2026\n2. $IREN", "tweet_type": "prediction", "timeline": "years", "summary": "Top 3 picks for 2026: long HIMS, IREN, and FLNC.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "The Kaizen Portfolio ends up 45.3% this year 🟢\n\nMy best performing stocks in 2025\n$PL: +399%\n$RKLB: +248%\n$HOOD: +235%\n$PLTR: +138%\n$IONQ: +100%\n\nMy top 3 picks for 2026\n1. $HIMS\n2. $IREN\n3. $FLNC\n\nEnjoy new years eve, I'm looking forward to learn, invest and grow together🚀 https://t.co/RSkdH1eZtR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.014032268278353577, "ret_signed_m1d": 0.014032268278353577, "alpha_spy_m1d": 0.006568024511056425, "alpha_c_m1d": 0.006546426646659942, "bench_spy_m1d": 0.007464243767297152, "bench_c_m1d": 0.007485841631693635, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.15501719542692838, "ret_signed_p1w": 0.15501719542692838, "alpha_spy_p1w": 0.14378420770575961, "alpha_c_p1w": 0.1396802686235885, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.015336926803339868, "ret_p1m": 0.5843261696410094, "ret_signed_p1m": 0.5843261696410094, "alpha_spy_p1m": 0.5665528580961581, "alpha_c_p1m": 0.6066011078924405, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": -0.02227493825143112, "ret_p3m": -0.16282762891166802, "ret_signed_p3m": -0.16282762891166802, "alpha_spy_p3m": -0.09210951150562996, "alpha_c_p3m": -0.050331564816520125, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.1124960640951479, "ret_p6m": 0.26396613979001904, "ret_signed_p6m": 0.26396613979001904, "alpha_spy_p6m": 0.18143115109112196, "alpha_c_p6m": 0.2796142858435974, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": -0.015648146053578338, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.336, 0.529, 0.633, 0.5909, 0.6905, 0.5825, 0.6982, 0.8417, 0.7998, 0.637, 0.6076, 0.5679, 0.4613, 0.3723, 0.479, 0.6653, 0.7207, 0.6526, 0.5997, 0.5414, 0.6084, 0.7938, 0.7641, 1.023, 0.7728, 0.6516, 0.5931, 0.5192, 0.4747, 0.2881, 0.2277, 0.2552, 0.2934, 0.2134, 0.1509, 0.1189, 0.2838, 0.2568, 0.2828, 0.2828, 0.2658, 0.2838, 0.0887, 0.1639, 0.2298, 0.1837, 0.2269, 0.2401, 0.1628, 0.1634, 0.0625, -0.0606, -0.0312, -0.1056, -0.0522, 0.0569, 0.1131, 0.1138, 0.1115, 0.1115, 0.067, 0.0434, 0.014, 0.0, 0.0, 0.1305, 0.2772, 0.2155, 0.155, 0.2094, 0.2187, 0.3325, 0.403, 0.4001, 0.3738, 0.5308, 0.5308, 0.4366, 0.4159, 0.3836, 0.5007, 0.3863, 0.5883, 0.6664, 0.5843, 0.4228, 0.4053, 0.44, 0.1898, 0.0535, 0.1075, 0.2219, 0.1366, 0.1297, 0.0598, 0.1178, 0.1178, 0.0847, 0.1141, 0.1461, 0.0585, 0.1215, 0.2033, 0.1657, 0.1713, 0.0842, 0.0958, 0.0286, 0.1607, 0.0624, -0.0283, 0.0283, 0.0093, 0.1115, 0.0953, 0.1009, 0.1898, 0.1374, 0.1176, 0.103, 0.0932, 0.1162, 0.0887, 0.0969, -0.0085, -0.071, -0.1628, -0.0924, -0.0974, -0.0794, -0.0794, -0.0699, -0.0537, -0.0249, -0.0188, 0.041, 0.1403, 0.2542, 0.2926, 0.2629, 0.274, 0.2899, 0.1959, 0.2812, 0.3773, 0.3407, 0.2804, 0.1766, 0.1348, 0.2049, 0.2089, 0.31, 0.4493, 0.6145, 0.5052, 0.6203, 0.4602, 0.4975, 0.4607, 0.5462, 0.4016, 0.336, 0.264, 0.3956, 0.5372, 0.5046, 0.5046, 0.5827, 0.7961, 0.6958, 0.6823, 0.7297, 0.7633, 0.7337, 0.6378, 0.439, 0.5671, 0.4302, 0.364, 0.5015, 0.5825, 0.6111, 0.5669, 0.5385, 0.5875, 0.5875, 0.5057, 0.4488, 0.3317, 0.264]}
{"unit_id": "orig:2006395187179000255", "ticker_idx": 2, "ts": "2025-12-31T16:01:04+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My top 3 picks for 2026\n3. $FLNC", "tweet_type": "prediction", "timeline": "years", "summary": "Top 3 picks for 2026: long HIMS, IREN, and FLNC.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "The Kaizen Portfolio ends up 45.3% this year 🟢\n\nMy best performing stocks in 2025\n$PL: +399%\n$RKLB: +248%\n$HOOD: +235%\n$PLTR: +138%\n$IONQ: +100%\n\nMy top 3 picks for 2026\n1. $HIMS\n2. $IREN\n3. $FLNC\n\nEnjoy new years eve, I'm looking forward to learn, invest and grow together🚀 https://t.co/RSkdH1eZtR", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004044485385688912, "ret_signed_m1d": 0.004044485385688912, "alpha_spy_m1d": -0.00341975838160824, "alpha_c_m1d": -0.00341975838160824, "bench_spy_m1d": 0.007464243767297152, "bench_c_m1d": 0.007464243767297152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.03943370840343263, "ret_signed_p1w": 0.03943370840343263, "alpha_spy_p1w": 0.02820072068226387, "alpha_c_p1w": 0.02820072068226387, "bench_spy_p1w": 0.011232987721168763, "bench_c_p1w": 0.011232987721168763, "ret_p1m": 0.5960565520171464, "ret_signed_p1m": 0.5960565520171464, "alpha_spy_p1m": 0.5782832404722951, "alpha_c_p1m": 0.5782832404722951, "bench_spy_p1m": 0.01777331154485129, "bench_c_p1m": 0.01777331154485129, "ret_p3m": -0.34277049804265347, "ret_signed_p3m": -0.34277049804265347, "alpha_spy_p3m": -0.2720523806366154, "alpha_c_p3m": -0.2720523806366154, "bench_spy_p3m": -0.07071811740603806, "bench_c_p3m": -0.07071811740603806, "ret_p6m": -0.020222523356582478, "ret_signed_p6m": -0.020222523356582478, "alpha_spy_p6m": -0.10275751205547956, "alpha_c_p6m": -0.10275751205547956, "bench_spy_p6m": 0.08253498869889708, "bench_c_p6m": 0.08253498869889708, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3028, -0.2285, -0.3008, -0.2437, -0.2467, -0.3382, -0.1967, -0.0672, 0.0839, -0.0101, -0.0736, -0.0672, -0.178, -0.2305, -0.1896, -0.0131, -0.0526, -0.0849, 0.0253, 0.0349, 0.0617, 0.0521, -0.0303, 0.0475, 0.002, 0.0511, 0.1016, 0.048, -0.0288, -0.1785, -0.0945, -0.1289, -0.1395, -0.1502, -0.2159, -0.2214, -0.2012, -0.1522, -0.0399, -0.0399, -0.0071, -0.0197, 0.0091, 0.0035, 0.18, 0.2113, 0.1557, 0.2103, 0.2037, 0.3038, 0.1218, 0.088, 0.0774, -0.0612, -0.0238, 0.0091, 0.0339, -0.0056, 0.0025, 0.0025, 0.0217, 0.0096, 0.004, 0.0, 0.0, 0.1633, 0.1249, 0.1036, 0.0394, 0.0708, 0.1729, 0.1769, 0.2042, 0.1451, 0.2892, 0.3691, 0.3691, 0.2897, 0.3316, 0.3787, 0.362, 0.3711, 0.4378, 0.5667, 0.5961, 0.5556, 0.5617, 0.6294, 0.4656, -0.042, -0.0172, -0.0192, -0.0399, -0.1143, -0.1183, -0.0667, -0.0667, -0.1011, -0.1188, -0.1628, -0.1633, -0.1876, -0.1663, -0.1744, -0.181, -0.2144, -0.2356, -0.2457, -0.2012, -0.2032, -0.2528, -0.2063, -0.1466, -0.135, -0.1699, -0.1719, -0.1517, -0.1658, -0.1916, -0.1896, -0.2351, -0.2235, -0.1835, -0.1734, -0.2437, -0.2846, -0.3428, -0.3043, -0.3418, -0.3276, -0.3276, -0.3327, -0.3301, -0.3367, -0.3145, -0.3033, -0.3099, -0.2518, -0.231, -0.2427, -0.3157, -0.3615, -0.3544, -0.3175, -0.3165, -0.3236, -0.3246, -0.3756, -0.4019, -0.3842, -0.3837, -0.3766, -0.3584, -0.3145, -0.041, 0.2214, 0.2755, 0.0758, 0.1173, 0.0586, 0.0501, -0.0121, -0.0945, -0.0425, 0.0207, 0.0865, 0.0865, 0.0784, 0.0728, 0.0799, -0.0455, 0.3726, 0.411, 0.2563, 0.3726, 0.1582, 0.2169, 0.186, 0.093, 0.2275, 0.1987, 0.2224, 0.2093, 0.184, 0.2538, 0.2538, 0.2735, 0.0723, -0.0015, -0.0202]}
{"unit_id": "reply:2000606540508639601", "ticker_idx": 0, "ts": "2025-12-15T16:39:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN, $NBIS and $CIFR are ideally placed to deliver", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN, NBIS, CIFR as ideally placed to meet hyperscalers' immediate power/compute needs vs speculative space-based datacenters.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay Hyperscalers need power now, although datacenters in space in a real theoretical possibility it won’t solve our problem at this moment. \n\nThe theory is fascinating, the reality is that we need the power asap and $IREN, $NBIS and $CIFR are ideally placed to deliver.", "reply_text": null, "parent_text": "As many of you know I’ve been a permabull on the space economy for years and have held $RKLB & $ASTS since 2023. \n\nBut we need to stop pretending that space-based data centers somehow make AI-utility names like $IREN, $CIFR, $CRWV or $NBIS obsolete since orbital compute is", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.13105979667061218, "ret_signed_m1d": 0.13105979667061218, "alpha_spy_m1d": 0.12954661172004922, "alpha_c_m1d": 0.1317872358739679, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0007274392033557175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03128524872245819, "ret_signed_p1d": 0.03128524872245819, "alpha_spy_p1d": 0.034017533867688465, "alpha_c_p1d": 0.037650131103403206, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.006364882380945014, "ret_p1w": 0.1848929384985425, "ret_signed_p1w": 0.1848929384985425, "alpha_spy_p1w": 0.17589718143732158, "alpha_c_p1w": 0.17537584297510223, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.009517095523440267, "ret_p1m": 0.4935175412103965, "ret_signed_p1m": 0.4935175412103965, "alpha_spy_p1m": 0.471350077796737, "alpha_c_p1m": 0.5038915544980986, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": -0.010374013287702155, "ret_p3m": 0.16600900410488517, "ret_signed_p3m": 0.16600900410488517, "alpha_spy_p3m": 0.1846681530020854, "alpha_c_p3m": 0.27492589206941764, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.10891688796453247, "ret_p6m": 0.5225479468638898, "ret_signed_p6m": 0.5225479468638898, "alpha_spy_p6m": 0.4336481050078995, "alpha_c_p6m": 0.5603011287082431, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.03775318184435328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4935175412103965, "alpha_spy_stated": 0.471350077796737, "alpha_c_stated": 0.5038915544980986, "price_path": [0.0682, 0.0237, 0.0891, 0.1809, 0.1773, 0.3286, 0.3047, 0.1798, 0.2945, 0.3227, 0.3269, 0.3253, 0.4222, 0.6277, 0.7384, 0.6936, 0.7996, 0.6846, 0.8078, 0.9605, 0.916, 0.7427, 0.7114, 0.6691, 0.5557, 0.4608, 0.5744, 0.7728, 0.8317, 0.7593, 0.7029, 0.6409, 0.7122, 0.9095, 0.878, 1.1536, 0.8873, 0.7582, 0.6959, 0.6172, 0.5699, 0.3712, 0.3069, 0.3362, 0.3768, 0.2917, 0.2252, 0.1911, 0.3667, 0.3379, 0.3656, 0.3656, 0.3475, 0.3667, 0.159, 0.239, 0.3092, 0.2601, 0.3061, 0.3202, 0.2379, 0.2384, 0.1311, 0.0, 0.0313, -0.0479, 0.009, 0.1251, 0.1849, 0.1857, 0.1832, 0.1832, 0.1359, 0.1108, 0.0795, 0.0645, 0.0645, 0.2035, 0.3596, 0.294, 0.2296, 0.2875, 0.2974, 0.4185, 0.4935, 0.4904, 0.4625, 0.6297, 0.6297, 0.5293, 0.5073, 0.4729, 0.5975, 0.4758, 0.6908, 0.774, 0.6866, 0.5147, 0.4961, 0.533, 0.2666, 0.1215, 0.179, 0.3007, 0.21, 0.2026, 0.1282, 0.19, 0.19, 0.1547, 0.186, 0.2201, 0.1268, 0.1939, 0.281, 0.241, 0.2469, 0.1542, 0.1666, 0.095, 0.2356, 0.1309, 0.0344, 0.0947, 0.0744, 0.1832, 0.166, 0.1719, 0.2666, 0.2108, 0.1897, 0.1742, 0.1638, 0.1883, 0.159, 0.1677, 0.0555, -0.011, -0.1088, -0.0338, -0.0392, -0.02, -0.02, -0.0099, 0.0073, 0.038, 0.0445, 0.1082, 0.2139, 0.3351, 0.376, 0.3444, 0.3563, 0.3732, 0.2731, 0.3639, 0.4662, 0.4273, 0.363, 0.2525, 0.208, 0.2827, 0.2869, 0.3946, 0.5428, 0.7187, 0.6023, 0.7249, 0.5544, 0.5941, 0.555, 0.646, 0.4921, 0.4222, 0.3455, 0.4856, 0.6364, 0.6017, 0.6017, 0.6849, 0.9121, 0.8052, 0.7909, 0.8413, 0.8771, 0.8455, 0.7435, 0.5318, 0.6683, 0.5225]}
{"unit_id": "reply:2000606540508639601", "ticker_idx": 1, "ts": "2025-12-15T16:39:03+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN, $NBIS and $CIFR are ideally placed to deliver", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN, NBIS, CIFR as ideally placed to meet hyperscalers' immediate power/compute needs vs speculative space-based datacenters.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay Hyperscalers need power now, although datacenters in space in a real theoretical possibility it won’t solve our problem at this moment. \n\nThe theory is fascinating, the reality is that we need the power asap and $IREN, $NBIS and $CIFR are ideally placed to deliver.", "reply_text": null, "parent_text": "As many of you know I’ve been a permabull on the space economy for years and have held $RKLB & $ASTS since 2023. \n\nBut we need to stop pretending that space-based data centers somehow make AI-utility names like $IREN, $CIFR, $CRWV or $NBIS obsolete since orbital compute is", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.08072471162223649, "ret_signed_m1d": 0.08072471162223649, "alpha_spy_m1d": 0.07921152667167353, "alpha_c_m1d": 0.08089628826697004, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.00017157664473355094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0023416618540237355, "ret_signed_p1d": -0.0023416618540237355, "alpha_spy_p1d": 0.0003906232912065377, "alpha_c_p1d": -0.003027902391139259, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": 0.0006862405371155234, "ret_p1w": 0.14900177542800863, "ret_signed_p1w": 0.14900177542800863, "alpha_spy_p1w": 0.14000601836678772, "alpha_c_p1w": 0.14498980098962666, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.004011974438381971, "ret_p1m": 0.2993591458989606, "ret_signed_p1m": 0.2993591458989606, "alpha_spy_p1m": 0.2771916824853011, "alpha_c_p1m": 0.2933677000315571, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.005991445867403522, "ret_p3m": 0.33152577924853577, "ret_signed_p3m": 0.33152577924853577, "alpha_spy_p3m": 0.350184928145736, "alpha_c_p3m": 0.33947668587392366, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.007950906625387888, "ret_p6m": 1.7128419617078485, "ret_signed_p6m": 1.7128419617078485, "alpha_spy_p6m": 1.6239421198518582, "alpha_c_p6m": 1.750349025705871, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.037507063998022394, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2993591458989606, "alpha_spy_stated": 0.2771916824853011, "alpha_c_stated": 0.2933677000315571, "price_path": [0.1595, 0.16, 0.2239, 0.3138, 0.3286, 0.3955, 0.3303, 0.3273, 0.3584, 0.3837, 0.4248, 0.5513, 0.5773, 0.5398, 0.4506, 0.5036, 0.6347, 0.597, 0.6695, 0.5794, 0.5508, 0.5164, 0.3981, 0.3434, 0.2852, 0.2154, 0.3084, 0.4452, 0.5458, 0.5015, 0.5418, 0.5304, 0.6123, 0.4847, 0.3623, 0.442, 0.3488, 0.3715, 0.3551, 0.2598, 0.1629, 0.0923, 0.0296, 0.0597, 0.1158, 0.1717, 0.0431, 0.0261, 0.1326, 0.0954, 0.167, 0.167, 0.1692, 0.2343, 0.1887, 0.2191, 0.2669, 0.2083, 0.2365, 0.1882, 0.1534, 0.1619, 0.0807, 0.0, -0.0023, -0.0701, -0.0376, 0.1025, 0.149, 0.1096, 0.1231, 0.1231, 0.0795, 0.0604, 0.0497, 0.0316, 0.0316, 0.1086, 0.1441, 0.2354, 0.1857, 0.1992, 0.2069, 0.3228, 0.2994, 0.2568, 0.2803, 0.34, 0.34, 0.2237, 0.2185, 0.1936, 0.1647, 0.1272, 0.2062, 0.2377, 0.1697, 0.0499, 0.0865, 0.1086, 0.0154, -0.0896, 0.0611, 0.1447, 0.1313, 0.0921, 0.1059, 0.2079, 0.2079, 0.2019, 0.2546, 0.3262, 0.2068, 0.24, 0.2642, 0.3079, 0.2926, 0.1239, 0.1216, 0.0698, 0.2051, 0.1788, 0.1009, 0.1701, 0.1884, 0.3803, 0.3315, 0.392, 0.6003, 0.4337, 0.4612, 0.4977, 0.4496, 0.4068, 0.4162, 0.4184, 0.306, 0.2425, 0.137, 0.2788, 0.2565, 0.3411, 0.3411, 0.387, 0.4469, 0.5405, 0.6802, 0.7867, 0.9049, 0.9958, 1.0553, 1.0377, 0.9367, 0.9615, 0.9294, 0.9243, 0.9359, 0.8137, 0.7865, 0.6701, 0.7401, 0.7036, 0.904, 1.1743, 1.1681, 1.4044, 1.2772, 1.182, 1.2936, 1.2074, 1.5545, 1.7255, 1.7106, 1.4632, 1.4369, 1.3641, 1.7105, 1.6469, 1.6469, 1.5642, 1.568, 1.7895, 1.848, 2.2599, 2.2115, 2.1018, 2.2003, 1.8076, 1.6867, 1.7128]}
{"unit_id": "reply:2000606540508639601", "ticker_idx": 2, "ts": "2025-12-15T16:39:03+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN, $NBIS and $CIFR are ideally placed to deliver", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN, NBIS, CIFR as ideally placed to meet hyperscalers' immediate power/compute needs vs speculative space-based datacenters.", "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": "@StockSavvyShay Hyperscalers need power now, although datacenters in space in a real theoretical possibility it won’t solve our problem at this moment. \n\nThe theory is fascinating, the reality is that we need the power asap and $IREN, $NBIS and $CIFR are ideally placed to deliver.", "reply_text": null, "parent_text": "As many of you know I’ve been a permabull on the space economy for years and have held $RKLB & $ASTS since 2023. \n\nBut we need to stop pretending that space-based data centers somehow make AI-utility names like $IREN, $CIFR, $CRWV or $NBIS obsolete since orbital compute is", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.15671638411207023, "ret_signed_m1d": 0.15671638411207023, "alpha_spy_m1d": 0.15520319916150727, "alpha_c_m1d": 0.1469482818062271, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.00976810230584313, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016960651552373474, "ret_signed_p1d": 0.016960651552373474, "alpha_spy_p1d": 0.019692936697603747, "alpha_c_p1d": 0.015133653842176242, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": 0.0018269977101972312, "ret_p1w": 0.10854819581509068, "ret_signed_p1w": 0.10854819581509068, "alpha_spy_p1w": 0.09955243875386977, "alpha_c_p1w": 0.08690250913803887, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.0216456866770518, "ret_p1m": 0.2381275633232638, "ret_signed_p1m": 0.2381275633232638, "alpha_spy_p1m": 0.2159600999096043, "alpha_c_p1m": 0.20719175853890026, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.03093580478436353, "ret_p3m": -0.06987786627984838, "ret_signed_p3m": -0.06987786627984838, "alpha_spy_p3m": -0.05121871738264816, "alpha_c_p3m": -0.040004822758525904, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.029873043521322473, "ret_p6m": 0.5627544236837321, "ret_signed_p6m": 0.5627544236837321, "alpha_spy_p6m": 0.47385458182774176, "alpha_c_p6m": 0.28890134353848507, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.273853080145247, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2381275633232638, "alpha_spy_stated": 0.2159600999096043, "alpha_c_stated": 0.20719175853890026, "price_path": [-0.1601, -0.1961, -0.1669, -0.0529, -0.04, -0.0407, -0.209, -0.2218, -0.1418, -0.1459, -0.1452, -0.0631, -0.0027, 0.0407, 0.0685, 0.194, 0.2205, 0.1513, 0.3799, 0.4172, 0.4267, 0.27, 0.2727, 0.3507, 0.2263, 0.0929, 0.1706, 0.4016, 0.3935, 0.3541, 0.329, 0.2938, 0.2653, 0.5441, 0.5271, 0.6764, 0.4729, 0.4037, 0.3331, 0.2666, 0.1791, 0.0129, -0.0258, -0.0265, -0.0109, -0.0081, -0.0122, -0.04, 0.1336, 0.1886, 0.2992, 0.2992, 0.3806, 0.3358, 0.1967, 0.2639, 0.3453, 0.308, 0.3216, 0.327, 0.2537, 0.2809, 0.1567, 0.0, 0.017, -0.0237, 0.0278, 0.0997, 0.1085, 0.0794, 0.1004, 0.1004, 0.0305, 0.0231, -0.0102, 0.0014, 0.0014, 0.0991, 0.232, 0.19, 0.0909, 0.1228, 0.1282, 0.1995, 0.2381, 0.23, 0.1886, 0.2754, 0.2754, 0.2157, 0.2022, 0.1798, 0.192, 0.1187, 0.272, 0.287, 0.2008, 0.0828, 0.0726, 0.1031, -0.0332, -0.1384, -0.0007, 0.137, 0.1601, 0.1045, 0.0923, 0.114, 0.114, 0.0611, 0.0461, 0.0719, -0.0061, 0.0326, 0.1615, 0.1269, 0.118, 0.0583, 0.0692, -0.002, 0.0882, 0.0278, -0.076, -0.0292, -0.0529, -0.0427, -0.0699, -0.0448, 0.0271, 0.0237, -0.0047, -0.0068, -0.0495, 0.0102, 0.0095, 0.0773, -0.0265, -0.0675, -0.1849, -0.1269, -0.1425, -0.1303, -0.1303, -0.0943, -0.0495, 0.0461, 0.1099, 0.1214, 0.2049, 0.2517, 0.2212, 0.1764, 0.3141, 0.3087, 0.2239, 0.3189, 0.268, 0.2347, 0.232, 0.171, 0.1479, 0.2035, 0.156, 0.2137, 0.4993, 0.4864, 0.4033, 0.3942, 0.3758, 0.3609, 0.441, 0.5122, 0.3792, 0.2972, 0.2754, 0.3216, 0.46, 0.4905, 0.4905, 0.5617, 0.7069, 0.6682, 0.6045, 0.6289, 0.7836, 0.7802, 0.7334, 0.5231, 0.6479, 0.5628]}
{"unit_id": "reply:2000697870681321775", "ticker_idx": 0, "ts": "2025-12-15T22:41:58+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm heavily buying $IREN at these prices", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Actively buying IREN at current prices (~$36.5); decisive bullish stance.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz I’m heavily buying $IREN at these prices", "reply_text": null, "parent_text": "I already own a considerable amount of $NBIS shares, bought at an average cost of $24.22 per share, but I’ve considered buying other AI neo-cloud stocks lately.\n\nBased on today’s prices, which one would you say is the best opportunity and why?\n\n$IREN at $36.5  \n$CIFR at $14.9", "quoted_text": null, "parent_author": "CaesarCapitalz", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "alpha_c_stated": 0.45070765785245626, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:2029609037013094756", "ticker_idx": 0, "ts": "2026-03-05T17:24:37+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm very bullish on the company", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish AMPX on capital-light model, SaaS-level operating leverage, recurring battery replacement revenue, and un-priced defense contract upside above conservative $125M+ 2026 guidance.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Great summary from @SJCapitalInvest on the $AMPX earnings call. \n\nI just want to add some extra points on why I'm very bullish on the company, mostly on the production efficiency side. \n\nThe Capital-Light Masterstroke: S&J mentions the current business is working, but it's important to add how efficiently it's working. By terminating the $110M Colorado mega-factory lease and shifting to contract manufacturing, Amprius entirely de-risked their balance sheet. They also officially terminated their ATM (At-The-Market) equity offering. Dilution risk is off the table, and cash is preserved for scaling.\n\nElite Operating Leverage: Because they aren't bogged down building their own factories, management noted they are tracking to generate over $1 million in revenue per employee as they cross the $100M run rate. That is SaaS-level operational efficiency inside a hardware company, and it proves the scalability of their model.\n\nThe Recurring Revenue: Building on S&J's point about robotics and drones: these industries burn through batteries. Management highlighted that the replacement cycle for these applications will eventually be larger than the initial battery sale. This creates a high-margin, compounding recurring revenue stream that traditional EV car battery makers don't get.\n\nMassive Un-Modeled Defense Upside: S&J is right that the military is guiding them on NDAA compliance, but the near-term financial impact is still largely un-priced. Amprius's guidance of $125M+ for 2026 is explicitly conservative and does not include potential massive upside from near-term U.S. defense contracts (like the current drone dominance program).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15715245793377275, "ret_signed_m1d": -0.15715245793377275, "alpha_spy_m1d": -0.1627592102088956, "alpha_c_m1d": -0.17987703384495568, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.02272457591118293, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09670917039495253, "ret_signed_p1d": 0.09670917039495253, "alpha_spy_p1d": 0.10981629912537239, "alpha_c_p1d": 0.10903045506720377, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.012321284672251243, "ret_p1w": 0.22834120173336858, "ret_signed_p1w": 0.22834120173336858, "alpha_spy_p1w": 0.25072462127316364, "alpha_c_p1w": 0.26797851429239206, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.039637312559023474, "ret_p1m": 0.07454665084510981, "ret_signed_p1m": 0.07454665084510981, "alpha_spy_p1m": 0.10931635026446807, "alpha_c_p1m": 0.12005294842329761, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.045506297578187804, "ret_p3m": 0.5386164754311662, "ret_signed_p3m": 0.5386164754311662, "alpha_spy_p3m": 0.4207048224645904, "alpha_c_p3m": 0.5233923468348505, "bench_spy_p3m": 0.1179116529665758, "bench_c_p3m": 0.015224128596315722, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07454665084510981, "alpha_spy_stated": 0.10931635026446807, "alpha_c_stated": 0.12005294842329761, "price_path": [-0.2075, -0.2142, -0.2586, -0.2317, -0.2673, -0.3251, -0.3096, -0.4103, -0.3855, -0.3721, -0.3909, -0.4144, -0.4271, -0.4271, -0.4446, -0.4681, -0.4741, -0.4701, -0.4701, -0.413, -0.3815, -0.3828, -0.4023, -0.3794, -0.3633, -0.3277, -0.3506, -0.3042, -0.3183, -0.2612, -0.2612, -0.2498, -0.2431, -0.1974, -0.2498, -0.268, -0.2223, -0.1954, -0.088, -0.1645, -0.1169, -0.0141, -0.1672, -0.2895, -0.178, -0.1612, -0.2243, -0.2539, -0.3156, -0.3304, -0.3304, -0.3439, -0.3345, -0.3049, -0.3606, -0.315, -0.2747, -0.2572, -0.2263, -0.2794, -0.2216, -0.2189, -0.1572, 0.0, 0.0967, 0.1901, 0.2089, 0.2485, 0.2283, 0.2055, 0.2552, 0.3015, 0.2693, 0.2834, 0.2223, 0.2545, 0.1927, 0.2042, 0.1525, 0.0826, -0.0114, 0.1323, 0.0423, 0.0745, 0.0745, 0.1793, 0.1216, 0.1363, 0.0846, 0.1565, 0.2351, 0.2015, 0.229, 0.2848, 0.2539, 0.317, 0.4392, 0.5238, 0.4594, 0.3875, 0.4385, 0.3224, 0.366, 0.4144, 0.4016, 0.3687, 0.4372, 0.4903, 0.0819, 0.1216, 0.1874, 0.2646, 0.1766, 0.2001, 0.1316, 0.0658, 0.0396, 0.0121, 0.0275, 0.0766, 0.0766, 0.1974, 0.1525, 0.4003, 0.362, 0.4607, 0.5386, 0.46, 0.5138, 0.3224, 0.2646, 0.1699, 0.1034, 0.1484, 0.0954, 0.1296, 0.0403, 0.0074, 0.086, 0.086, 0.051, -0.0517, -0.1592, -0.1565, -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]}
{"unit_id": "orig:2021694966289027179", "ticker_idx": 0, "ts": "2026-02-11T21:16:55+00:00", "symbol": "CSCO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cisco's core networking business is growing at its fastest pace in years. By raising their full-year forecast, management signaled that the pivot to AI is well underway", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CSCO despite 2% drop; record revenue, AI orders surging, fastest networking growth in years, full-year forecast raised.", "resolved_tickers": ["CSCO"], "resolution_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": "$CSCO down 2% after a solid Q4 double beat. \n\nCisco delivered a standout quarter with record revenue of $15.3 billion. The highlight was a massive jump in AI infrastructure orders, hitting $2.1 billion, alongside a long-awaited refresh as companies upgrade office networks. \n\nThe weak spot was a 4% decline in security sales and a cautious outlook that accounts for potential new trade tariffs. Despite the minor slip, Cisco’s core networking business is growing at its fastest pace in years. \n\nBy raising their full-year forecast, management signaled that the pivot to AI is well underway, even if the market is pausing to digest the mixed security results and geopolitical uncertainty.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1405332899681102, "ret_signed_m1d": 0.1405332899681102, "alpha_spy_m1d": 0.12484201801128147, "alpha_c_m1d": 0.12484201801128147, "bench_spy_m1d": 0.015691271956828734, "bench_c_m1d": 0.015691271956828734, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024666629847137633, "ret_signed_p1d": 0.024666629847137633, "alpha_spy_p1d": 0.02396213074401854, "alpha_c_p1d": 0.02396213074401854, "bench_spy_p1d": 0.0007044991031190939, "bench_c_p1d": 0.0007044991031190939, "ret_p1w": 0.04746661184647882, "ret_signed_p1w": 0.04746661184647882, "alpha_spy_p1w": 0.04275497012038931, "alpha_c_p1w": 0.04275497012038931, "bench_spy_p1w": 0.0047116417260895105, "bench_c_p1w": 0.0047116417260895105, "ret_p1m": 0.04439995418014164, "ret_signed_p1m": 0.04439995418014164, "alpha_spy_p1m": 0.07225973237910976, "alpha_c_p1m": 0.07225973237910976, "bench_spy_p1m": -0.02785977819896812, "bench_c_p1m": -0.02785977819896812, "ret_p3m": 0.33104019260704765, "ret_signed_p3m": 0.33104019260704765, "alpha_spy_p3m": 0.24454595018946468, "alpha_c_p3m": 0.24454595018946468, "bench_spy_p3m": 0.08649424241758297, "bench_c_p3m": 0.08649424241758297, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04439995418014164, "alpha_spy_stated": 0.07225973237910976, "alpha_c_stated": 0.07225973237910976, "price_path": [0.0315, 0.0261, 0.0396, 0.0005, 0.0093, 0.0111, 0.0122, 0.0089, 0.0089, 0.0204, 0.0085, 0.0195, 0.0311, 0.0313, 0.0341, 0.0459, 0.0545, 0.0643, 0.0513, 0.0318, 0.0378, 0.0285, 0.0079, 0.0205, 0.04, 0.0359, 0.0347, 0.0347, 0.0347, 0.0366, 0.0317, 0.0266, 0.0216, 0.0216, 0.0139, 0.0077, 0.0031, -0.0037, -0.0139, -0.0149, -0.0132, 0.0063, -0.0079, 0.0033, 0.0025, 0.0025, -0.022, -0.0175, -0.0089, -0.0055, 0.0268, 0.0491, 0.0528, 0.0457, 0.0443, 0.0752, 0.1081, 0.0821, 0.0981, 0.1309, 0.1571, 0.1505, 0.1405, 0.0, 0.0247, 0.0247, 0.0247, 0.0424, 0.0475, 0.056, 0.0365, 0.0419, 0.0549, 0.0413, 0.0595, 0.0589, 0.0528, 0.0783, 0.0668, 0.0485, 0.0161, 0.036, 0.0413, 0.0365, 0.0444, 0.052, 0.0569, 0.0347, 0.0468, 0.0353, 0.0509, 0.0781, 0.0911, 0.0955, 0.0656, 0.0272, 0.0345, 0.0391, 0.0593, 0.0593, 0.0783, 0.0816, 0.122, 0.1149, 0.1022, 0.1039, 0.1074, 0.1041, 0.1328, 0.1562, 0.1758, 0.2025, 0.2038, 0.1876, 0.1932, 0.1832, 0.1644, 0.2007, 0.2266, 0.2313, 0.2418, 0.2641, 0.2285, 0.2355, 0.2946, 0.3234, 0.331, 0.3656, 0.5487, 0.5847, 0.5937, 0.5467, 0.5329, 0.5845, 0.6142, 0.6142, 0.5863, 0.6042, 0.5904, 0.6143, 0.6265, 0.7159, 0.6958, 0.7427, 0.6307, 0.6643, 0.6135, 0.5926, 0.6332, 0.6234, 0.6109, 0.6029, 0.5729, 0.6025, 0.6025, 0.6292, 0.6241, 0.6051, 0.5949, 0.5252, 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]}
{"unit_id": "quote:2028144337574302135", "ticker_idx": 0, "ts": "2026-03-01T16:24:25+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you are bullish on the drone industry, you simply can't forget $AMPX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AMPX as an overlooked drone battery supplier building best-in-class lithium-silicon batteries and in talks with all major drone companies.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Most investors still don’t mention $AMPX when talking about the drone industry. \n\n$AMPX is building the best drone battery, a lithium-ion battery with silicon anode. \n\nLast week they mentioned that they are talking with every possible drone company to supply batteries. \n\nIf you are bullish on the drone industry, you simply can’t forget $AMPX.", "reply_text": null, "parent_text": null, "quoted_text": "Claude reportedly helped the Pentagon identify targets in both the Maduro Venezuela raid and the Khamenei Iran strike.\n\nThe real shift is that intelligence is becoming AI-driven while execution is increasingly drone-based creating an ecosystem that looks like this:\n\n• $UAVS https://t.co/mZnJ6FaaNm", "parent_author": null, "ret_m1d": -0.07420194987310125, "ret_signed_m1d": -0.07420194987310125, "alpha_spy_m1d": -0.07363366057675014, "alpha_c_m1d": -0.06436404069760338, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003451247741709018, "ret_signed_p1d": 0.003451247741709018, "alpha_spy_p1d": 0.012265587262068167, "alpha_c_p1d": 0.0227915561604789, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.01934030841876988, "ret_p1w": 0.5289041484091659, "ret_signed_p1w": 0.5289041484091659, "alpha_spy_p1w": 0.5407197741567386, "alpha_c_p1w": 0.5733982700830904, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.044494121673924525, "ret_p1m": 0.45470236310453815, "ret_signed_p1m": 0.45470236310453815, "alpha_spy_p1m": 0.5046221571651507, "alpha_c_p1m": 0.5481375492392409, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.7989646339059109, "ret_signed_p3m": 0.7989646339059109, "alpha_spy_p3m": 0.6965712750864221, "alpha_c_p3m": 0.8247423944589972, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45470236310453815, "alpha_spy_stated": 0.5046221571651507, "alpha_c_stated": 0.5481375492392409, "price_path": [-0.006, 0.0544, 0.0509, 0.0181, 0.0095, -0.0475, -0.0129, -0.0587, -0.1329, -0.113, -0.2425, -0.2105, -0.1933, -0.2174, -0.2476, -0.264, -0.264, -0.2865, -0.3167, -0.3244, -0.3192, -0.3192, -0.2459, -0.2053, -0.2071, -0.2321, -0.2028, -0.1821, -0.1363, -0.1657, -0.1061, -0.1242, -0.0509, -0.0509, -0.0362, -0.0276, 0.0311, -0.0362, -0.0595, -0.0009, 0.0336, 0.1717, 0.0733, 0.1346, 0.2666, 0.0699, -0.0871, 0.0561, 0.0777, -0.0035, -0.0414, -0.1208, -0.1398, -0.1398, -0.157, -0.145, -0.107, -0.1786, -0.1199, -0.0682, -0.0457, -0.006, -0.0742, 0.0, 0.0035, 0.0828, 0.2847, 0.409, 0.5289, 0.5531, 0.604, 0.5781, 0.5487, 0.6126, 0.6721, 0.6307, 0.6488, 0.5703, 0.6117, 0.5324, 0.547, 0.4806, 0.3909, 0.2701, 0.4547, 0.3391, 0.3805, 0.3805, 0.5151, 0.4409, 0.4599, 0.3934, 0.4858, 0.5867, 0.5436, 0.5789, 0.6506, 0.6109, 0.692, 0.849, 0.9577, 0.8749, 0.7826, 0.8481, 0.6989, 0.755, 0.8171, 0.8007, 0.7584, 0.8464, 0.9146, 0.39, 0.4409, 0.5255, 0.6247, 0.5116, 0.5418, 0.4538, 0.3693, 0.3356, 0.3003, 0.3201, 0.3831, 0.3831, 0.5384, 0.4806, 0.799, 0.7498, 0.8766, 0.9767, 0.8758, 0.9448, 0.6989, 0.6247, 0.503, 0.4176, 0.4754, 0.4072, 0.4513, 0.3365, 0.2942, 0.3952, 0.3952, 0.3503, 0.2183, 0.0802, 0.0837, 0.1139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2011861228705005996", "ticker_idx": 0, "ts": "2026-01-15T18:01:10+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm a long-term investor and very bullish on $AMPX", "tweet_type": "prediction", "timeline": "years", "summary": "Long-term bullish on AMPX; technical breakout above $10.61 would clear Fib 38.2, 100SMA, and 50SMA resistances simultaneously.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$AMPX with an important push today. If they can finish above $10.61, they beat the Fib. 38.2, 100SMA, and 50SMA resistances in 1 day. \n\nI'm a long-term investor and very bullish on $AMPX, but always great to see the chart following the thesis. https://t.co/kyxUQZTvq7", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020689659708320374, "ret_signed_m1d": 0.020689659708320374, "alpha_spy_m1d": 0.023405472369987024, "alpha_c_m1d": 0.029798035585313465, "bench_spy_m1d": -0.00271581266166665, "bench_c_m1d": -0.009108375876993091, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08374388309512137, "ret_signed_p1d": 0.08374388309512137, "alpha_spy_p1d": 0.08458178828428342, "alpha_c_p1d": 0.07698794221133909, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.006755940883782285, "ret_p1w": 0.1773399269344509, "ret_signed_p1w": 0.1773399269344509, "alpha_spy_p1w": 0.1820492324242412, "alpha_c_p1w": 0.17902893528742714, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": -0.0016890083529762512, "ret_p1m": -0.01773392692280007, "ret_signed_p1m": -0.01773392692280007, "alpha_spy_p1m": -0.002580190422309836, "alpha_c_p1m": -0.0683432014791856, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.05060927455638553, "ret_p3m": 0.7625615824642682, "ret_signed_p3m": 0.7625615824642682, "alpha_spy_p3m": 0.7566147868289272, "alpha_c_p3m": 0.7139603532281573, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.04860122923611088, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.333, 0.203, 0.1222, 0.1488, 0.27, 0.2443, 0.1724, 0.2315, 0.2108, 0.3882, 0.336, 0.1921, 0.2847, 0.1094, 0.2542, 0.3389, 0.2729, 0.2187, 0.1547, 0.1123, 0.0276, 0.0512, 0.065, 0.0148, -0.0039, 0.064, 0.0571, 0.065, 0.065, 0.1153, 0.0453, 0.07, 0.135, 0.2039, 0.2, 0.1626, 0.1527, 0.0877, 0.1271, 0.0749, -0.0099, 0.0128, -0.135, -0.0985, -0.0788, -0.1064, -0.1409, -0.1596, -0.1596, -0.1852, -0.2197, -0.2286, -0.2227, -0.2227, -0.1389, -0.0926, -0.0946, -0.1232, -0.0897, -0.066, -0.0138, -0.0473, 0.0207, 0.0, 0.0837, 0.0837, 0.1005, 0.1103, 0.1773, 0.1005, 0.0739, 0.1409, 0.1803, 0.3379, 0.2256, 0.2956, 0.4463, 0.2217, 0.0424, 0.2059, 0.2305, 0.1379, 0.0946, 0.0039, -0.0177, -0.0177, -0.0374, -0.0236, 0.0197, -0.0621, 0.0049, 0.064, 0.0897, 0.135, 0.0571, 0.1419, 0.1458, 0.2365, 0.467, 0.6089, 0.7458, 0.7734, 0.8315, 0.802, 0.7685, 0.8414, 0.9094, 0.8621, 0.8828, 0.7931, 0.8404, 0.7498, 0.7665, 0.6906, 0.5882, 0.4502, 0.6611, 0.5291, 0.5764, 0.5764, 0.73, 0.6453, 0.667, 0.5911, 0.6966, 0.8118, 0.7626, 0.803, 0.8847, 0.8394, 0.932, 1.1113, 1.2355, 1.1409, 1.0355, 1.1103, 0.9399, 1.0039, 1.0749, 1.0562, 1.0079, 1.1084, 1.1862, 0.5872, 0.6453, 0.7419, 0.8552, 0.7261, 0.7606, 0.6601, 0.5635, 0.5251, 0.4847, 0.5074, 0.5793, 0.5793, 0.7567, 0.6906, 1.0542, 0.998, 1.1429, 1.2571, 1.1419, 1.2207, 0.9399, 0.8552, 0.7163, 0.6187, 0.6847, 0.6069, 0.6571, 0.5261, 0.4778, 0.5931, 0.5931, 0.5419, 0.3911, 0.2335, 0.2374, 0.2719, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1999131239731622141", "ticker_idx": 0, "ts": "2025-12-11T14:56:44+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": "It will be green soon", "tweet_type": "prediction", "timeline": "days", "summary": "Expects BTC to recover above entry price soon.", "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": "@b_co_co It will be green soon", "reply_text": null, "parent_text": "How is #Bitcoin doing in my portfolio?\n\nPrice (Dec 11, 2025): $90,206\nMy holdings: 0.15 $BTC\nMy entry price: $102,677\n24h performance: -0,01% (−$0,81)\nDecember performance: -0,01%\n\nOverall performance: -12,28% (−$1.939) https://t.co/SOOtMdEyzX", "quoted_text": null, "parent_author": "b_co_co", "ret_m1d": -0.005300870644991074, "ret_signed_m1d": -0.005300870644991074, "alpha_spy_m1d": -0.002979326720947806, "alpha_c_m1d": -0.002979326720947806, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.002321543924043268, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024223213861206738, "ret_signed_p1d": -0.024223213861206738, "alpha_spy_p1d": -0.013471227582944056, "alpha_c_p1d": -0.013471227582944056, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.010751986278262682, "ret_p1w": -0.07619420964542267, "ret_signed_p1w": -0.07619420964542267, "alpha_spy_p1w": -0.057766162237277596, "alpha_c_p1w": -0.057766162237277596, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": -0.02159988670307378, "ret_signed_p1m": -0.02159988670307378, "alpha_spy_p1m": -0.03168580650970654, "alpha_c_p1m": -0.03168580650970654, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": -0.2441259099074936, "ret_signed_p3m": -0.2441259099074936, "alpha_spy_p3m": -0.2296316641181606, "alpha_c_p3m": -0.2296316641181606, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": -0.34145726735684667, "ret_signed_p6m": -0.34145726735684667, "alpha_spy_p6m": -0.41775139102357517, "alpha_c_p6m": -0.41775139102357517, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.07619420964542267, "alpha_spy_stated": -0.057766162237277596, "alpha_c_stated": -0.057766162237277596, "price_path": [0.2479, 0.263, 0.259, 0.2662, 0.2505, 0.2188, 0.2108, 0.225, 0.1788, 0.1859, 0.2366, 0.2329, 0.2825, 0.3045, 0.3216, 0.3485, 0.3128, 0.3334, 0.3156, 0.2238, 0.246, 0.2228, 0.1975, 0.1694, 0.1509, 0.1954, 0.1726, 0.1641, 0.1898, 0.2002, 0.2336, 0.221, 0.1896, 0.1707, 0.1842, 0.1517, 0.0981, 0.123, 0.095, 0.1174, 0.1458, 0.1133, 0.0989, 0.0777, 0.0204, -0.0045, 0.0047, -0.0113, -0.0636, -0.0802, -0.0458, -0.0559, -0.0215, -0.0133, -0.0172, -0.0669, -0.0126, 0.011, -0.004, -0.0338, -0.0202, 0.0019, -0.0053, 0.0, -0.0242, -0.0658, -0.0505, -0.0688, -0.0762, -0.0476, -0.0435, -0.0551, -0.053, -0.057, -0.0563, -0.0581, -0.0441, -0.0541, -0.0409, -0.0277, 0.0148, 0.0132, -0.013, -0.016, -0.0216, -0.0143, 0.0304, 0.0478, 0.0329, 0.0326, 0.0005, -0.0454, -0.0339, -0.033, -0.0325, -0.0459, -0.0368, -0.036, -0.0859, -0.0906, -0.1494, -0.1824, -0.2107, -0.3222, -0.2373, -0.242, -0.2564, -0.2759, -0.2842, -0.2557, -0.2558, -0.2704, -0.282, -0.2762, -0.2649, -0.3015, -0.3073, -0.2654, -0.2709, -0.2879, -0.2566, -0.2618, -0.214, -0.2342, -0.2635, -0.2606, -0.2441, -0.2411, -0.238, -0.2329, -0.1908, -0.2009, -0.2299, -0.2443, -0.2377, -0.2334, -0.2377, -0.2292, -0.2564, -0.2829, -0.2791, -0.2624, -0.2641, -0.277, -0.2765, -0.2557, -0.2224, -0.2312, -0.2242, -0.2111, -0.1949, -0.1981, -0.1914, -0.1876, -0.1663, -0.1799, -0.1747, -0.1547, -0.154, -0.1627, -0.1637, -0.1747, -0.1809, -0.1752, -0.1549, -0.1371, -0.1252, -0.1198, -0.1351, -0.1332, -0.1166, -0.1301, -0.1431, -0.1239, -0.1453, -0.1682, -0.1704, -0.1627, -0.1618, -0.184, -0.1646, -0.1804, -0.1964, -0.2051, -0.2069, -0.2291, -0.279, -0.308, -0.3103, -0.3415]}
{"unit_id": "reply:1975889991407649045", "ticker_idx": 0, "ts": "2025-10-08T11:44:18+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB, and $PL will surge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on space economy; expects ASTS, RKLB, and PL to surge.", "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": "@StockSavvyShay The space economy is just getting started. Companies like $ASTS, $RKLB, and $PL will surge.", "reply_text": null, "parent_text": "$ASTS LOCKS IN COMMERCIAL DEAL WITH $VZ TO BRING SATELLITE-BASED CELL COVERAGE ACROSS THE U.S. https://t.co/Yb3S4e0ORZ", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.07943346293908715, "ret_signed_m1d": -0.07943346293908715, "alpha_spy_m1d": -0.07350575492005518, "alpha_c_m1d": -0.07350575492005518, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.005927708019031974, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06884241597753116, "ret_signed_p1d": 0.06884241597753116, "alpha_spy_p1d": 0.07173939070246438, "alpha_c_p1d": 0.07173939070246438, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.002896974724933221, "ret_p1w": 0.178448350218537, "ret_signed_p1w": 0.178448350218537, "alpha_spy_p1w": 0.1902443383208814, "alpha_c_p1w": 0.1902443383208814, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.01179598810234439, "ret_p1m": -0.19605909811909106, "ret_signed_p1m": -0.19605909811909106, "alpha_spy_p1m": -0.1918993254739162, "alpha_c_p1m": -0.1918993254739162, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.004159772645174864, "ret_p3m": 0.119704453029706, "ret_signed_p3m": 0.119704453029706, "alpha_spy_p3m": 0.09498023750817142, "alpha_c_p3m": 0.09498023750817142, "bench_spy_p3m": 0.024724215521534587, "bench_c_p3m": 0.024724215521534587, "ret_p6m": 0.1406404707825184, "ret_signed_p6m": 0.1406404707825184, "alpha_spy_p6m": 0.1607645069414002, "alpha_c_p6m": 0.1607645069414002, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": -0.02012403615888181, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.19605909811909106, "alpha_spy_stated": -0.1918993254739162, "alpha_c_stated": -0.1918993254739162, "price_path": [-0.4387, -0.4106, -0.3704, -0.3518, -0.2925, -0.286, -0.3021, -0.2969, -0.2744, -0.2603, -0.3308, -0.3323, -0.3462, -0.3314, -0.3452, -0.3539, -0.3672, -0.3526, -0.3622, -0.4124, -0.4257, -0.4345, -0.3872, -0.3836, -0.4027, -0.4079, -0.4069, -0.4464, -0.4448, -0.4461, -0.4203, -0.3841, -0.3789, -0.4058, -0.3972, -0.3973, -0.3973, -0.3995, -0.4431, -0.4845, -0.4777, -0.4979, -0.5454, -0.5372, -0.5275, -0.5232, -0.4954, -0.5021, -0.4927, -0.4897, -0.4446, -0.3984, -0.3251, -0.3288, -0.3917, -0.3954, -0.3985, -0.3956, -0.2988, -0.1852, -0.1655, -0.1022, -0.0794, 0.0, 0.0688, 0.0102, 0.1145, 0.1638, 0.1784, 0.1022, 0.0282, 0.0198, -0.0319, -0.1213, -0.1167, -0.0924, -0.0216, -0.0422, -0.014, -0.0557, -0.0117, -0.1238, -0.1373, -0.1333, -0.1961, -0.1479, -0.1539, -0.1639, -0.2058, -0.2433, -0.2438, -0.303, -0.283, -0.2856, -0.3756, -0.3674, -0.3227, -0.3164, -0.3163, -0.3163, -0.3079, -0.3521, -0.2994, -0.2433, -0.1053, -0.0897, -0.0887, -0.103, -0.0265, 0.0437, -0.0554, -0.1649, -0.158, -0.2382, -0.1881, -0.066, 0.065, 0.055, -0.0388, -0.0388, -0.1139, -0.1198, -0.0803, -0.1055, -0.1055, 0.028, 0.1197, 0.2006, 0.0558, 0.1153, 0.2028, 0.2117, 0.1419, 0.1727, 0.2469, 0.4257, 0.4257, 0.3847, 0.2746, 0.4331, 0.3986, 0.2904, 0.3712, 0.493, 0.5036, 0.3696, 0.2876, 0.4256, 0.2746, 0.1486, 0.2536, 0.2576, 0.1856, 0.1936, 0.0126, 0.0161, 0.0161, 0.0225, 0.0398, 0.064, -0.0123, 0.0333, 0.0569, 0.0143, 0.0562, -0.0248, 0.0704, 0.1414, 0.2917, 0.1559, 0.1019, 0.1054, 0.078, 0.0863, 0.0725, 0.0633, 0.0974, 0.1786, 0.1175, 0.1587, 0.1075, 0.0889, 0.0712, 0.183, 0.082, -0.0312, -0.0909, 0.0206, 0.0344, 0.1406]}
{"unit_id": "reply:1975889991407649045", "ticker_idx": 1, "ts": "2025-10-08T11:44:18+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB, and $PL will surge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on space economy; expects ASTS, RKLB, and PL to surge.", "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": "@StockSavvyShay The space economy is just getting started. Companies like $ASTS, $RKLB, and $PL will surge.", "reply_text": null, "parent_text": "$ASTS LOCKS IN COMMERCIAL DEAL WITH $VZ TO BRING SATELLITE-BASED CELL COVERAGE ACROSS THE U.S. https://t.co/Yb3S4e0ORZ", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.05818403581551701, "ret_signed_m1d": -0.05818403581551701, "alpha_spy_m1d": -0.052256327796485036, "alpha_c_m1d": -0.0495717625198262, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.008612273295690809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01699587585125406, "ret_signed_p1d": 0.01699587585125406, "alpha_spy_p1d": 0.019892850576187282, "alpha_c_p1d": 0.0317783426960595, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": 0.060633888110620315, "ret_signed_p1w": 0.060633888110620315, "alpha_spy_p1w": 0.0724298762129647, "alpha_c_p1w": 0.07985099608317081, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": -0.24039193898540145, "ret_signed_p1m": -0.24039193898540145, "alpha_spy_p1m": -0.2362321663402266, "alpha_c_p1m": -0.22111052931005282, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": 0.1964477462970975, "ret_signed_p3m": 0.1964477462970975, "alpha_spy_p3m": 0.1717235307755629, "alpha_c_p3m": 0.16554929421715014, "bench_spy_p3m": 0.024724215521534587, "bench_c_p3m": 0.030898452079947347, "ret_p6m": 0.03705414008274466, "ret_signed_p6m": 0.03705414008274466, "alpha_spy_p6m": 0.057178176241626466, "alpha_c_p6m": -0.022092841441991196, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": 0.05914698152473585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24039193898540145, "alpha_spy_stated": -0.2362321663402266, "alpha_c_stated": -0.22111052931005282, "price_path": [-0.4024, -0.3384, -0.3171, -0.2698, -0.2141, -0.2131, -0.2774, -0.2822, -0.2474, -0.2631, -0.2738, -0.3093, -0.3295, -0.2889, -0.2969, -0.3139, -0.318, -0.3148, -0.3248, -0.3231, -0.3157, -0.3107, -0.335, -0.3416, -0.3445, -0.3222, -0.3114, -0.3734, -0.377, -0.3641, -0.3205, -0.277, -0.2631, -0.2918, -0.2664, -0.2559, -0.2559, -0.245, -0.3335, -0.3418, -0.2981, -0.2692, -0.2799, -0.2931, -0.2585, -0.1833, -0.1726, -0.2766, -0.2638, -0.2776, -0.2683, -0.2373, -0.1899, -0.2545, -0.286, -0.2917, -0.2802, -0.2664, -0.2655, -0.1966, -0.1401, -0.1043, -0.0582, 0.0, 0.017, -0.0161, 0.0017, 0.0416, 0.0606, 0.0259, 0.0147, 0.0312, 0.0014, -0.0727, -0.0266, -0.0115, 0.0047, -0.0239, 0.013, -0.0672, -0.0357, -0.0608, -0.1338, -0.1361, -0.2404, -0.2093, -0.2053, -0.2154, -0.2349, -0.3072, -0.3027, -0.3369, -0.345, -0.3321, -0.3955, -0.3829, -0.35, -0.3477, -0.358, -0.358, -0.3548, -0.3819, -0.3584, -0.3153, -0.2441, -0.2489, -0.2105, -0.1819, -0.1193, -0.0273, -0.0585, -0.1516, -0.1504, -0.1738, -0.0825, 0.0798, 0.1874, 0.1817, 0.1817, 0.1817, 0.0818, 0.0736, 0.0787, 0.0681, 0.0681, 0.1635, 0.1964, 0.3173, 0.2874, 0.2721, 0.2992, 0.3459, 0.3257, 0.4056, 0.3897, 0.4745, 0.4745, 0.3652, 0.3447, 0.3471, 0.3612, 0.2323, 0.3321, 0.3561, 0.3119, 0.226, 0.1354, 0.2444, 0.1194, 0.0155, 0.1073, 0.1612, 0.1029, 0.066, 0.0107, 0.0326, 0.0326, 0.0701, 0.1395, 0.1726, 0.085, 0.075, 0.0714, 0.0749, 0.1124, 0.058, 0.0867, 0.0738, 0.1011, 0.0718, 0.0735, 0.0945, 0.0554, 0.1018, 0.0469, 0.0475, 0.0919, 0.2033, 0.0638, 0.1014, 0.0294, 0.0412, 0.0116, 0.1159, 0.0096, -0.0671, -0.1214, -0.0167, 0.0032, 0.0371]}
{"unit_id": "reply:1975889991407649045", "ticker_idx": 2, "ts": "2025-10-08T11:44:18+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB, and $PL will surge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on space economy; expects ASTS, RKLB, and PL to surge.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay The space economy is just getting started. Companies like $ASTS, $RKLB, and $PL will surge.", "reply_text": null, "parent_text": "$ASTS LOCKS IN COMMERCIAL DEAL WITH $VZ TO BRING SATELLITE-BASED CELL COVERAGE ACROSS THE U.S. https://t.co/Yb3S4e0ORZ", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.0051282001121668586, "ret_signed_m1d": 0.0051282001121668586, "alpha_spy_m1d": 0.011055908131198833, "alpha_c_m1d": 0.013740473407857667, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.008612273295690809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038461195176413554, "ret_signed_p1d": 0.0038461195176413554, "alpha_spy_p1d": 0.006743094242574577, "alpha_c_p1d": 0.018628586362446797, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": -0.03269232156478874, "ret_signed_p1w": -0.03269232156478874, "alpha_spy_p1w": -0.02089633346244435, "alpha_c_p1w": -0.013475213592238244, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": -0.20128206836793194, "ret_signed_p1m": -0.20128206836793194, "alpha_spy_p1m": -0.19712229572275708, "alpha_c_p1m": -0.1820006586925833, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": 0.3711537734996655, "ret_signed_p3m": 0.3711537734996655, "alpha_spy_p3m": 0.3464295579781309, "alpha_c_p3m": 0.34025532141971815, "bench_spy_p3m": 0.024724215521534587, "bench_c_p3m": 0.030898452079947347, "ret_p6m": 1.3000000122265933, "ret_signed_p6m": 1.3000000122265933, "alpha_spy_p6m": 1.320124048385475, "alpha_c_p6m": 1.2408530307018575, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": 0.05914698152473585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20128206836793194, "alpha_spy_stated": -0.19712229572275708, "alpha_c_stated": -0.1820006586925833, "price_path": [-0.6064, -0.6026, -0.5878, -0.5865, -0.575, -0.5647, -0.5494, -0.5769, -0.5603, -0.5615, -0.5737, -0.5923, -0.6032, -0.5974, -0.5994, -0.6038, -0.5808, -0.5904, -0.5949, -0.5981, -0.5897, -0.5885, -0.5737, -0.5679, -0.5628, -0.5654, -0.5615, -0.591, -0.5878, -0.5846, -0.5641, -0.5474, -0.5526, -0.5462, -0.5378, -0.5455, -0.5455, -0.5737, -0.5872, -0.5859, -0.5814, -0.3808, -0.4218, -0.425, -0.3801, -0.3731, -0.3679, -0.375, -0.3442, -0.3199, -0.2878, -0.2878, -0.2276, -0.2353, -0.2333, -0.2179, -0.1801, -0.1679, -0.1173, -0.0481, -0.0186, -0.0231, 0.0051, 0.0, 0.0038, -0.0577, -0.0224, -0.0526, -0.0327, -0.1519, -0.1596, -0.1308, -0.1724, -0.1987, -0.1699, -0.1276, -0.1468, -0.1769, -0.1731, -0.1756, -0.1378, -0.1545, -0.1859, -0.1506, -0.2013, -0.1788, -0.1417, -0.2006, -0.2026, -0.2686, -0.2692, -0.2814, -0.266, -0.2442, -0.2801, -0.2846, -0.2603, -0.2481, -0.2487, -0.2487, -0.2372, -0.25, -0.2455, -0.2301, -0.1705, -0.1814, -0.1699, -0.1769, -0.1705, 0.1199, 0.1692, 0.1571, 0.1462, 0.0558, 0.1212, 0.2295, 0.3205, 0.3288, 0.3026, 0.3026, 0.241, 0.2737, 0.2654, 0.2641, 0.2641, 0.3083, 0.3712, 0.4, 0.4494, 0.4385, 0.4558, 0.6308, 0.6231, 0.7135, 0.8128, 0.8449, 0.8449, 0.7949, 0.691, 0.6705, 0.7269, 0.6583, 0.7994, 0.7872, 0.6891, 0.6006, 0.4647, 0.5353, 0.3955, 0.3096, 0.4269, 0.5397, 0.4609, 0.3878, 0.3654, 0.4372, 0.4372, 0.4237, 0.5218, 0.6096, 0.5321, 0.5244, 0.584, 0.5788, 0.641, 0.5474, 0.6897, 0.6218, 0.6667, 0.5763, 0.6205, 0.6551, 0.6282, 0.6308, 0.6006, 0.5891, 0.5769, 0.7359, 0.5904, 0.7282, 1.1686, 1.1679, 1.0404, 1.2673, 1.0769, 0.9782, 0.7878, 0.7917, 0.9686, 1.3]}
{"unit_id": "orig:2023523106825142359", "ticker_idx": 0, "ts": "2026-02-16T22:21:18+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm keeping them all for now, I think they got a great future ahead", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding HOOD, PLTR, PL long-term; prefers AMPX over ONDS for drone industry exposure.", "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": "@SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great future ahead. I rather own $AMPX than $ONDS for the drone industry.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007025434280818255, "ret_signed_m1d": 0.007025434280818255, "alpha_spy_m1d": 0.008636318166075685, "alpha_c_m1d": 0.017561749222726575, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.01053631494190832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0030488248871973767, "ret_signed_p1d": -0.0030488248871973767, "alpha_spy_p1d": -0.00808653243777413, "alpha_c_p1d": -0.01052014394552181, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.007471319058324433, "ret_p1w": -0.02717395261684985, "ret_signed_p1w": -0.02717395261684985, "alpha_spy_p1w": -0.03376395665416865, "alpha_c_p1w": -0.0038023362581263154, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": -0.023371616358723535, "ret_p1m": -0.007158018266857247, "ret_signed_p1m": -0.007158018266857247, "alpha_spy_p1m": 0.0242105015917099, "alpha_c_p1m": 0.054719281207955994, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.06187729947481324, "ret_p3m": 0.022534423293034234, "ret_signed_p3m": 0.022534423293034234, "alpha_spy_p3m": -0.0628997520125032, "alpha_c_p3m": 0.03857514090940051, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.016040717616366273, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007158018266857247, "alpha_spy_stated": 0.0242105015917099, "alpha_c_stated": 0.054719281207955994, "price_path": [0.4079, 0.4223, 0.524, 0.5319, 0.6994, 0.6994, 0.7032, 0.6336, 0.6695, 0.7715, 0.8171, 0.7491, 0.8085, 0.7989, 0.7983, 0.6355, 0.584, 0.5278, 0.5827, 0.535, 0.553, 0.6086, 0.6221, 0.5938, 0.5965, 0.5965, 0.5659, 0.5566, 0.5304, 0.4992, 0.4992, 0.5272, 0.6336, 0.6132, 0.5505, 0.5296, 0.528, 0.5578, 0.5938, 0.5863, 0.4628, 0.4414, 0.4414, 0.4022, 0.404, 0.4084, 0.4182, 0.4183, 0.395, 0.3706, 0.342, 0.3187, 0.1918, 0.1542, 0.0687, -0.0366, 0.0978, 0.1474, 0.1347, 0.0335, -0.0573, 0.007, 0.007, 0.0, -0.003, 0.0028, 0.0089, -0.0485, -0.0272, 0.0277, 0.0532, 0.0054, 0.0443, 0.0084, 0.0897, 0.0679, 0.0219, 0.0518, 0.041, 0.0431, 0.009, -0.0272, -0.0017, 0.0253, -0.0072, -0.017, -0.0603, -0.0391, -0.0843, -0.0384, -0.0675, -0.1249, -0.1363, -0.0814, -0.0707, -0.0867, -0.0867, -0.075, -0.0767, -0.0479, -0.0705, -0.0828, -0.05, 0.0484, 0.1575, 0.1512, 0.2029, 0.2099, 0.1457, 0.1722, 0.1074, 0.1229, 0.1128, 0.0879, -0.0562, -0.0338, -0.0236, 0.0147, 0.0211, 0.0479, 0.0111, 0.0211, 0.0708, 0.0375, 0.0174, 0.0697, 0.0225, 0.0227, -0.017, 0.0042, 0.0064, -0.0239, -0.0239, -0.0179, 0.0105, 0.1246, 0.25, 0.2027, 0.1686, 0.0982, 0.1709, 0.0932, 0.1273, 0.1104, 0.1448, 0.2226, 0.2353, 0.3006, 0.2819, 0.3945, 0.4336, 0.4336, 0.4012, 0.3686, 0.2883, 0.239, 0.3082, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023523106825142359", "ticker_idx": 1, "ts": "2026-02-16T22:21:18+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 keeping them all for now, I think they got a great future ahead", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding HOOD, PLTR, PL long-term; prefers AMPX over ONDS for drone industry exposure.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "@SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great future ahead. I rather own $AMPX than $ONDS for the drone industry.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012103447290934155, "ret_signed_m1d": -0.012103447290934155, "alpha_spy_m1d": -0.010492563405676725, "alpha_c_m1d": -0.010492563405676725, "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": 0.017741696997074508, "ret_signed_p1d": 0.017741696997074508, "alpha_spy_p1d": 0.012703989446497754, "alpha_c_p1d": 0.012703989446497754, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.031423904678340886, "ret_signed_p1w": -0.031423904678340886, "alpha_spy_p1w": -0.03801390871565968, "alpha_c_p1w": -0.03801390871565968, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": 0.14847390892836443, "ret_signed_p1m": 0.14847390892836443, "alpha_spy_p1m": 0.17984242878693157, "alpha_c_p1m": 0.17984242878693157, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.00729214546344692, "ret_signed_p3m": 0.00729214546344692, "alpha_spy_p3m": -0.07814202984209051, "alpha_c_p3m": -0.07814202984209051, "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": 0.14847390892836443, "alpha_spy_stated": 0.17984242878693157, "alpha_c_stated": 0.17984242878693157, "price_path": [0.1708, 0.1641, 0.2197, 0.2295, 0.2462, 0.2462, 0.2664, 0.2591, 0.2832, 0.3237, 0.3375, 0.3664, 0.3644, 0.367, 0.4126, 0.4099, 0.38, 0.3776, 0.4114, 0.3328, 0.396, 0.4538, 0.4583, 0.4594, 0.4597, 0.4597, 0.4187, 0.3846, 0.3595, 0.3363, 0.3363, 0.2619, 0.3084, 0.351, 0.3658, 0.3296, 0.3343, 0.3487, 0.3454, 0.3412, 0.3312, 0.2852, 0.2852, 0.267, 0.2429, 0.2472, 0.275, 0.259, 0.2457, 0.1829, 0.1416, 0.102, 0.1108, 0.1869, 0.049, -0.0226, 0.0217, 0.0743, 0.0488, 0.02, -0.0292, -0.0121, -0.0121, 0.0, 0.0177, 0.0141, 0.0167, -0.0182, -0.0314, 0.0088, 0.022, 0.0313, 0.0913, 0.1068, 0.1516, 0.1477, 0.1815, 0.176, 0.1362, 0.1397, 0.154, 0.1348, 0.1481, 0.1658, 0.1485, 0.1704, 0.1328, 0.2091, 0.1636, 0.1649, 0.1093, 0.0755, 0.0341, 0.0997, 0.1013, 0.1161, 0.1161, 0.1121, 0.1282, 0.0582, -0.019, -0.0373, -0.0049, 0.0201, 0.0686, 0.0732, 0.1005, 0.0968, 0.0974, 0.1473, 0.0643, 0.0757, 0.0758, 0.0613, 0.0372, 0.0458, 0.0831, 0.0978, 0.0217, 0.0058, 0.0303, 0.0359, 0.0291, 0.0224, -0.0223, 0.0053, 0.0073, 0.0159, 0.0168, 0.031, 0.033, 0.029, 0.029, 0.0269, -0.0038, 0.0776, 0.1768, 0.2077, 0.144, 0.069, 0.0653, 0.0189, 0.0259, -0.0071, -0.0211, -0.0146, -0.0378, 0.0127, 0.0017, -0.018, -0.0342, -0.0342, -0.1016, -0.1227, -0.1467, -0.1936, -0.151, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023523106825142359", "ticker_idx": 2, "ts": "2026-02-16T22:21:18+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm keeping them all for now, I think they got a great future ahead", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding HOOD, PLTR, PL long-term; prefers AMPX over ONDS for drone industry exposure.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "@SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great future ahead. I rather own $AMPX than $ONDS for the drone industry.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009455245406475576, "ret_signed_m1d": 0.009455245406475576, "alpha_spy_m1d": 0.011066129291733007, "alpha_c_m1d": 0.014652808709176401, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06888792209429462, "ret_signed_p1d": 0.06888792209429462, "alpha_spy_p1d": 0.06385021454371786, "alpha_c_p1d": 0.06911632961115355, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1125619136899374, "ret_signed_p1w": 0.1125619136899374, "alpha_spy_p1w": 0.1059719096526186, "alpha_c_p1w": 0.10170970921132771, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.11706440741311996, "ret_signed_p1m": 0.11706440741311996, "alpha_spy_p1m": 0.1484329272716871, "alpha_c_p1m": 0.17360994304057475, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.8739306910184401, "ret_signed_p3m": 0.8739306910184401, "alpha_spy_p3m": 0.7884965157129027, "alpha_c_p3m": 0.8921988240958262, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706440741311996, "alpha_spy_stated": 0.1484329272716871, "alpha_c_stated": 0.17360994304057475, "price_path": [-0.4944, -0.4975, -0.4804, -0.4719, -0.4723, -0.4723, -0.4642, -0.4732, -0.4701, -0.4593, -0.4174, -0.425, -0.4169, -0.4219, -0.4174, -0.2134, -0.1787, -0.1873, -0.195, -0.2584, -0.2125, -0.1364, -0.0725, -0.0666, -0.0851, -0.0851, -0.1283, -0.1054, -0.1112, -0.1121, -0.1121, -0.081, -0.0369, -0.0167, 0.018, 0.0104, 0.0225, 0.1454, 0.14, 0.2035, 0.2733, 0.2958, 0.2958, 0.2607, 0.1878, 0.1733, 0.213, 0.1648, 0.2638, 0.2553, 0.1864, 0.1243, 0.0288, 0.0783, -0.0198, -0.0801, 0.0023, 0.0815, 0.0261, -0.0252, -0.041, 0.0095, 0.0095, 0.0, 0.0689, 0.1306, 0.0761, 0.0707, 0.1126, 0.109, 0.1526, 0.0869, 0.1869, 0.1391, 0.1706, 0.1072, 0.1382, 0.1625, 0.1436, 0.1454, 0.1243, 0.1162, 0.1076, 0.2193, 0.1171, 0.2139, 0.5232, 0.5227, 0.4331, 0.5925, 0.4588, 0.3895, 0.2557, 0.2584, 0.3827, 0.6155, 0.6155, 0.5768, 0.5835, 0.6457, 0.5412, 0.561, 0.5452, 0.5277, 0.5493, 0.796, 0.7326, 0.6884, 0.7123, 0.7771, 0.724, 0.5957, 0.5961, 0.5772, 0.5344, 0.6646, 0.6614, 0.7353, 0.6718, 0.787, 0.5867, 0.7578, 0.8838, 0.8316, 0.8343, 0.9379, 0.8739, 0.8735, 0.8726, 0.9208, 0.9127, 0.9968, 0.9968, 1.1756, 1.2729, 1.3143, 1.3026, 1.0919, 1.1652, 0.9419, 0.9599, 0.4507, 0.4741, 0.4034, 0.3832, 0.5385, 0.4025, 0.3769, 0.2701, 0.2706, 0.271, 0.271, 0.2954, 0.2846, 0.1842, 0.1936, 0.2188, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023523106825142359", "ticker_idx": 3, "ts": "2026-02-16T22:21:18+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I rather own $AMPX than $ONDS for the drone industry", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding HOOD, PLTR, PL long-term; prefers AMPX over ONDS for drone industry exposure.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "@SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great future ahead. I rather own $AMPX than $ONDS for the drone industry.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020470808586933842, "ret_signed_m1d": 0.020470808586933842, "alpha_spy_m1d": 0.022081692472191272, "alpha_c_m1d": 0.025668371889634667, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014329517204596298, "ret_signed_p1d": 0.014329517204596298, "alpha_spy_p1d": 0.009291809654019545, "alpha_c_p1d": 0.014557924721455229, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1054247374320958, "ret_signed_p1w": 0.1054247374320958, "alpha_spy_p1w": 0.098834733394777, "alpha_c_p1w": 0.09457253295348611, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.9344932172967815, "ret_signed_p1m": 0.9344932172967815, "alpha_spy_p1m": 0.9658617371553486, "alpha_c_p1m": 0.9910387529242363, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.7246673072650651, "ret_signed_p3m": 0.7246673072650651, "alpha_spy_p3m": 0.6392331319595277, "alpha_c_p3m": 0.7429354403424512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9344932172967815, "alpha_spy_stated": 0.9658617371553486, "alpha_c_stated": 0.9910387529242363, "price_path": [0.0542, 0.0348, 0.1054, 0.0983, 0.1064, 0.1064, 0.1586, 0.086, 0.1116, 0.1791, 0.2508, 0.2467, 0.2078, 0.1975, 0.13, 0.1709, 0.1167, 0.0287, 0.0522, -0.1013, -0.0635, -0.043, -0.0716, -0.1075, -0.1269, -0.1269, -0.1535, -0.1894, -0.1986, -0.1924, -0.1924, -0.1054, -0.0573, -0.0594, -0.089, -0.0542, -0.0297, 0.0246, -0.0102, 0.0604, 0.0389, 0.1259, 0.1259, 0.1433, 0.1535, 0.2231, 0.1433, 0.1157, 0.1853, 0.2262, 0.39, 0.2733, 0.346, 0.5026, 0.2692, 0.0829, 0.2528, 0.2784, 0.1822, 0.1372, 0.043, 0.0205, 0.0205, 0.0, 0.0143, 0.0594, -0.0256, 0.044, 0.1054, 0.132, 0.1791, 0.0983, 0.1863, 0.1904, 0.2845, 0.5241, 0.6714, 0.8137, 0.8424, 0.9028, 0.8721, 0.8373, 0.913, 0.9836, 0.9345, 0.956, 0.8628, 0.912, 0.8178, 0.8352, 0.7564, 0.6499, 0.5067, 0.7257, 0.5885, 0.6377, 0.6377, 0.7973, 0.7093, 0.7318, 0.653, 0.7625, 0.8823, 0.8311, 0.8731, 0.958, 0.911, 1.0072, 1.1934, 1.3224, 1.2242, 1.1146, 1.1924, 1.0154, 1.0819, 1.1556, 1.1361, 1.086, 1.1904, 1.2712, 0.6489, 0.7093, 0.8096, 0.9273, 0.7932, 0.8291, 0.7247, 0.6244, 0.5844, 0.5425, 0.566, 0.6407, 0.6407, 0.825, 0.7564, 1.1341, 1.0757, 1.2262, 1.3449, 1.2252, 1.3071, 1.0154, 0.9273, 0.783, 0.6817, 0.7503, 0.6694, 0.7216, 0.5855, 0.5353, 0.6551, 0.6551, 0.6018, 0.4452, 0.2815, 0.2856, 0.3214, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1985823526193164727", "ticker_idx": 0, "ts": "2025-11-04T21:36:38+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Beat is driven by explosive, accelerating demand for its AI infrastructure connectivity solutions. The company also issued strong Q4 guidance, signaling continued momentum.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish ALAB post-earnings: double beat on explosive AI connectivity demand + strong Q4 guidance signal durable momentum.", "resolved_tickers": ["ALAB"], "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": "$ALAB reported a strong Q3 double beat 🟢 \n\nBeat is driven by explosive, accelerating demand for its AI infrastructure connectivity solutions. The company also issued strong Q4 guidance, signaling continued momentum. \n\nStock is up 2% after the earnings 📈 https://t.co/A8PANHpXaq", "reply_text": null, "parent_text": null, "quoted_text": "$ALAB will report earnings tonight.\n\nInvestors are focused on the Aries (PCIe 6) retimer ramp for AI GPUs and the customer pipeline for their new CXL (Leo) memory solutions. Also listening for any color on Cloud Titan spending and market share.\n\nEPS est. $0.39\nRev est. $206M https://t.co/RinqGXr2Sm", "parent_author": null, "ret_m1d": -0.014455341582505943, "ret_signed_m1d": -0.014455341582505943, "alpha_spy_m1d": -0.011001923804238922, "alpha_c_m1d": 0.004292899473971379, "bench_spy_m1d": -0.0034534177782670206, "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": -0.10503462874529712, "ret_signed_p1d": -0.10503462874529712, "alpha_spy_p1d": -0.09430526487605961, "alpha_c_p1d": -0.08164103115070165, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": -0.023393597594595472, "ret_p1w": -0.1327361153743578, "ret_signed_p1w": -0.1327361153743578, "alpha_spy_p1w": -0.1412960466093558, "alpha_c_p1w": -0.12169295169862249, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": -0.011043163675735324, "ret_p1m": -0.16175666450289428, "ret_signed_p1m": -0.16175666450289428, "alpha_spy_p1m": -0.17180711566423001, "alpha_c_p1m": -0.16759808134813414, "bench_spy_p1m": 0.010050451161335738, "bench_c_p1m": 0.005841416845239866, "ret_p3m": -0.16214136310952543, "ret_signed_p3m": -0.16214136310952543, "alpha_spy_p3m": -0.1914882845060566, "alpha_c_p3m": -0.30049861523633026, "bench_spy_p3m": 0.029346921396531167, "bench_c_p3m": 0.13835725212680483, "ret_p6m": 0.07035287941078305, "ret_signed_p6m": 0.07035287941078305, "alpha_spy_p6m": 0.0036861945792279194, "alpha_c_p6m": -0.343546148609267, "bench_spy_p6m": 0.06666668483155513, "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": 63, "stated_label": "p3m", "ret_signed_stated": -0.16214136310952543, "alpha_spy_stated": -0.1914882845060566, "alpha_c_stated": -0.30049861523633026, "price_path": [-0.0146, -0.0138, 0.0553, 0.0643, 0.0481, 0.0215, 0.0247, -0.0598, -0.0522, -0.0242, -0.0157, -0.0428, -0.0186, -0.0151, 0.0396, 0.0014, 0.0014, -0.0423, -0.0293, 0.033, 0.0509, 0.1878, 0.1789, 0.2662, 0.2801, 0.2614, 0.2712, 0.3125, 0.3707, 0.3844, 0.3477, 0.3043, 0.2648, 0.1282, 0.1028, 0.0871, 0.0927, 0.0762, 0.069, 0.152, 0.1033, 0.2136, 0.1658, 0.2057, 0.239, 0.1334, 0.0967, -0.1121, -0.1125, -0.1011, -0.1217, -0.1409, -0.1343, -0.1489, -0.1006, -0.0933, -0.0641, -0.0752, -0.0457, -0.0681, 0.0261, 0.0529, -0.0145, 0.0, -0.105, -0.0904, -0.0451, -0.0791, -0.1327, -0.2059, -0.2067, -0.2229, -0.2332, -0.2195, -0.2344, -0.2206, -0.1879, -0.2042, -0.1524, -0.1524, -0.1339, -0.0921, -0.2144, -0.1618, -0.1618, -0.1138, -0.0341, -0.0817, -0.0969, -0.0453, -0.1819, -0.2104, -0.2034, -0.2292, -0.1982, -0.0964, -0.0512, -0.0721, -0.0658, -0.0658, -0.0807, -0.065, -0.061, -0.0856, -0.0856, -0.0131, -0.0815, -0.115, -0.0889, -0.1386, -0.1062, -0.0515, -0.0076, -0.0539, -0.0412, 0.0003, 0.0003, 0.0099, -0.0326, -0.0307, -0.0675, -0.1027, -0.0605, -0.0772, -0.1181, -0.1721, -0.1621, -0.1287, -0.2048, -0.215, -0.0665, 0.0315, 0.0051, -0.2101, -0.3043, -0.2892, -0.2892, -0.3202, -0.2878, -0.2711, -0.2872, -0.2952, -0.2943, -0.2956, -0.3148, -0.3469, -0.3374, -0.3965, -0.3747, -0.3404, -0.3448, -0.3277, -0.3598, -0.3146, -0.341, -0.3387, -0.2993, -0.2988, -0.3056, -0.3066, -0.3622, -0.3192, -0.3308, -0.3386, -0.3756, -0.3818, -0.4489, -0.3976, -0.4156, -0.3562, -0.3562, -0.3515, -0.346, -0.3104, -0.2884, -0.1808, -0.0832, -0.0623, -0.0541, -0.0612, -0.0434, -0.0337, 0.0551, 0.0666, 0.0857, 0.1698, 0.0808, 0.0075, 0.082, 0.0704]}
{"unit_id": "orig:2027119895431844233", "ticker_idx": 0, "ts": "2026-02-26T20:33:39+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 wouldn't buy $EOSE at this moment. The transition from a promising R&D concept to a reliable commercial manufacturer requires a level of flawless execution that management has simply not demonstrated.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Avoid EOSE: management missing own targets, catastrophic cash burn, unproven manufacturing execution make it uninvestable at current levels.", "resolved_tickers": ["EOSE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$EOSE completely missed earnings today. Dropping 38% as a result. Here is my take on the company. \n\nThe Opportunity\n\n$EOSE is an American manufacturer that designs and builds stationary, long-duration battery energy storage systems primarily for utility, commercial, and industrial applications. \n\nEos uses a proprietary Znyth aqueous zinc-halide chemistry that is completely non-flammable and non-toxic.  Because AI hyperscale data centers require massive, uninterrupted power without the severe fire risks and zoning hurdles of traditional lithium-ion batteries, Eos is uniquely positioned to supply this booming sector.\n\nBy sourcing 94% of their materials (like bulk zinc and titanium) within the United States, they are shielded from global supply chain shocks and perfectly positioned to harvest lucrative government subsidies.\n\nThe Risk\n\nDespite the explosive revenue growth, $EOSE is losing money on every single battery it sells. They ended December 2025 with a gross margin of -93.83% and a free cash flow margin of -129.73%. They are burning cash at a staggering rate and absolutely must cross the gross margin breakeven point by late 2026 or 2027 to survive long-term.\n\nTo keep their operations running and retain elite engineering talent without draining all their cash, management relies heavily on Stock-Based Compensation (SBC). In 2025, non-cash items (mostly SBC) accounted for a staggering $746.8 million of their net loss. This acts as a permanent, ongoing drag on the value of the shares you hold.\n\nThe company's future hinges entirely on Project AMAZE, their aggressive plan to scale robotic manufacturing to an 8 gigawatt-hour annual capacity by 2027.  Analysts warn there is zero margin for error. Any minor supply chain bottleneck or failure in automated robotic cycle times will result in catastrophic cash burn.\n\nEos has a history of manufacturing struggles, including a flawed early strategy in China and a painful, costly transition from their Gen 2.3 to Z3 modules that resulted in millions of dollars in write-downs. Furthermore, traditional lithium-ion still holds 70% of the market. If global lithium prices crash, Eos's cost advantages could evaporate overnight.\n\nMy conclusion\n\nUltimately, despite the undeniable potential of their zinc-halide technology in the AI and renewable energy sectors, I wouldn't buy $EOSE at this moment. \n\nThe transition from a promising R&D concept to a reliable commercial manufacturer requires a level of flawless execution that management has simply not demonstrated. \n\nThis quarter, they actively missed their own full-year revenue expectations and admitted to a critical five-week delay in hitting their 2 gigawatt-hour production capacity milestone. \n\nWhen a company is in such a fragile, capital-intensive phase of scaling, these are not just minor hiccups but they are glaring red flags that erode trust in leadership's ability to deliver on their aggressive operational roadmaps.\n\nNot financial advice, just my opinion.", "reply_text": null, "parent_text": null, "quoted_text": null, "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": -0.00862401118765499, "alpha_c_p1w": -0.02329186050397003, "bench_spy_p1w": -0.011591367508973605, "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:2028579218808812024", "ticker_idx": 0, "ts": "2026-03-02T21:12:29+00:00", "symbol": "MDB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "investors hit the panic button over two main issues… guidance is surprisingly weak… sudden leadership exodus… screams execution risk to investors", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bearish MDB: weak sequential guidance + top sales leadership departures signal execution risk justifying the 21% drop.", "resolved_tickers": ["MDB"], "resolution_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": "$MDB down 21% despite a strong double beat. \n\nWhile MongoDB crushed Q4 with 27% growth and fantastic profit margins, investors hit the panic button over two main issues.\n\nFirst, their future guidance is surprisingly weak. They just reported $695 million in quarterly revenue, but expect next quarter to drop to around $660 million. When a high-flying tech company predicts shrinking sequential sales, Wall Street runs.\n\nSecond, there is a sudden leadership exodus. Both the Chief Revenue Officer and the President of Field Operations are leaving. Losing your top sales engines while forecasting a slowdown screams execution risk to investors.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.28599697408300107, "ret_signed_m1d": -0.28599697408300107, "alpha_spy_m1d": -0.2771042510828581, "alpha_c_m1d": -0.2771042510828581, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018676062598408816, "ret_signed_p1d": 0.018676062598408816, "alpha_spy_p1d": 0.025731328365903305, "alpha_c_p1d": 0.025731328365903305, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": 0.07054960682338907, "ret_signed_p1w": -0.07054960682338907, "alpha_spy_p1w": -0.0751798222756892, "alpha_c_p1w": -0.0751798222756892, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.01333436938297028, "ret_signed_p1m": 0.01333436938297028, "alpha_spy_p1m": -0.020914596015779052, "alpha_c_p1m": -0.020914596015779052, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.3277014737685333, "ret_signed_p3m": -0.3277014737685333, "alpha_spy_p3m": -0.21273390412657722, "alpha_c_p3m": -0.21273390412657722, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01333436938297028, "alpha_spy_stated": -0.020914596015779052, "alpha_c_stated": -0.020914596015779052, "price_path": [0.5698, 0.6208, 0.6567, 0.6383, 0.6912, 0.6634, 0.6579, 0.646, 0.6678, 0.6316, 0.6824, 0.704, 0.7397, 0.7296, 0.7232, 0.7232, 0.7246, 0.6743, 0.6667, 0.6606, 0.6606, 0.5813, 0.6651, 0.7246, 0.7434, 0.6362, 0.6148, 0.6547, 0.627, 0.5308, 0.54, 0.5818, 0.5818, 0.5227, 0.5093, 0.6011, 0.5775, 0.6272, 0.6298, 0.6264, 0.4799, 0.4693, 0.4746, 0.3693, 0.3358, 0.2919, 0.3625, 0.4156, 0.4927, 0.4421, 0.4115, 0.4577, 0.4577, 0.4021, 0.4366, 0.4082, 0.3634, 0.2083, 0.2365, 0.2463, 0.3319, 0.2997, 0.286, 0.0, -0.0187, 0.0443, 0.0702, 0.0752, 0.0705, 0.0706, 0.0315, 0.0307, 0.0563, 0.0773, 0.0625, 0.069, 0.0334, 0.0812, 0.0041, -0.0245, -0.0453, -0.0681, -0.0693, -0.0315, -0.0133, 0.0015, 0.0015, 0.009, 0.0053, -0.0095, -0.092, -0.106, -0.0656, -0.0757, -0.0343, -0.0063, 0.0421, 0.045, 0.0344, 0.0665, 0.0213, 0.0034, 0.0461, 0.0216, 0.022, -0.0075, 0.0425, 0.0473, 0.0552, 0.0496, 0.161, 0.1849, 0.1659, 0.2215, 0.1989, 0.1993, 0.2352, 0.3057, 0.3243, 0.3023, 0.2563, 0.2904, 0.2904, 0.2161, 0.1651, 0.2886, 0.3277, 0.5981, 0.5766, 0.4574, 0.5043, 0.3878, 0.395, 0.3464, 0.3781, 0.4023, 0.3564, 0.4014, 0.3802, 0.3243, 0.3166, 0.3166, 0.2628, 0.27, 0.1967, 0.1637, 0.2425, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1973092403583021192", "ticker_idx": 0, "ts": "2025-09-30T18:27:41+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the best businesses to own in the cybersecurity wave", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWD as one of the best businesses to own in cybersecurity.", "resolved_tickers": ["CRWD"], "resolution_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": "$CRWD getting the recognition it deserves. One of the best businesses to own in the cybersecurity wave.", "reply_text": null, "parent_text": null, "quoted_text": "Proud to be named one of the 10 Most Disruptive Companies in AI by @FastCompany!\n\nThis recognition reinforces what our customers already know: CrowdStrike isn't just participating in the AI revolution. We're securing it.\n\nhttps://t.co/RoDUg5RXMB", "parent_author": null, "ret_m1d": -0.003935708341620603, "ret_signed_m1d": -0.003935708341620603, "alpha_spy_m1d": -0.00018300938312554305, "alpha_c_m1d": -0.00018300938312554305, "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": 0.019535842564696315, "ret_signed_p1d": 0.019535842564696315, "alpha_spy_p1d": 0.0161283627187212, "alpha_c_p1d": 0.0161283627187212, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": 0.0034074798459751143, "ret_p1w": -0.01174601270090836, "ret_signed_p1w": -0.01174601270090836, "alpha_spy_p1w": -0.016159219193392582, "alpha_c_p1w": -0.016159219193392582, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.004413206492484223, "ret_p1m": 0.11240261545810726, "ret_signed_p1m": 0.11240261545810726, "alpha_spy_p1m": 0.08056430474631027, "alpha_c_p1m": 0.08056430474631027, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.03183831071179699, "ret_p3m": -0.018740573330681354, "ret_signed_p3m": -0.018740573330681354, "alpha_spy_p3m": -0.0580239586839868, "alpha_c_p3m": -0.0580239586839868, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.039283385353305444, "ret_p6m": -0.21314086726726844, "ret_signed_p6m": -0.21314086726726844, "alpha_spy_p6m": -0.20470456943139592, "alpha_c_p6m": -0.20470456943139592, "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": 0.11240261545810726, "alpha_spy_stated": 0.08056430474631027, "alpha_c_stated": 0.08056430474631027, "price_path": [0.0484, 0.0484, 0.0308, 0.0353, 0.0472, -0.0067, -0.0243, -0.029, -0.0349, -0.0406, -0.0419, -0.0294, -0.0179, -0.0391, -0.0589, -0.0578, -0.0458, -0.0371, -0.0507, -0.0555, -0.073, -0.0892, -0.0724, -0.0992, -0.0789, -0.1333, -0.1344, -0.1304, -0.1113, -0.1188, -0.1336, -0.1274, -0.1306, -0.1464, -0.1452, -0.1556, -0.1424, -0.1459, -0.1484, -0.1382, -0.0987, -0.136, -0.136, -0.1568, -0.1574, -0.1589, -0.1484, -0.1271, -0.1364, -0.1336, -0.1162, -0.1107, -0.093, -0.0926, -0.0915, 0.025, 0.0248, 0.0056, -0.0128, -0.0287, -0.0353, -0.0183, -0.0039, 0.0, 0.0195, 0.0131, -0.001, 0.0114, -0.0117, 0.0399, 0.0382, 0.0067, 0.0372, -0.0029, -0.0028, -0.0166, -0.0117, 0.027, 0.0277, 0.0198, 0.0644, 0.0753, 0.0802, 0.1153, 0.1124, 0.0985, 0.1073, 0.1255, 0.0888, 0.0892, 0.0859, 0.1008, 0.1369, 0.1353, 0.1131, 0.0803, 0.0962, 0.0803, 0.0475, 0.0616, 0.0223, 0.0006, 0.0335, 0.0448, 0.0228, 0.0228, 0.0383, 0.028, 0.0534, 0.0689, 0.0464, 0.0441, 0.0506, 0.0563, 0.0595, 0.0556, 0.0294, -0.0059, -0.0038, -0.0415, -0.0268, -0.0186, -0.0148, -0.0235, -0.0271, -0.0271, -0.0187, -0.0295, -0.0301, -0.0441, -0.0441, -0.075, -0.069, -0.0654, -0.0234, -0.0541, -0.0403, -0.0477, -0.0456, -0.0605, -0.0721, -0.0744, -0.0744, -0.0972, -0.0907, -0.0747, -0.0773, -0.045, -0.028, -0.0432, -0.0933, -0.0999, -0.1051, -0.14, -0.153, -0.2309, -0.1935, -0.1679, -0.157, -0.1521, -0.1608, -0.1239, -0.1239, -0.1552, -0.1522, -0.1392, -0.2076, -0.2856, -0.2858, -0.2591, -0.2228, -0.2414, -0.2152, -0.2018, -0.1686, -0.131, -0.1252, -0.1147, -0.1102, -0.0986, -0.0996, -0.0991, -0.1357, -0.1166, -0.1113, -0.1268, -0.166, -0.1572, -0.1986, -0.2131]}
{"unit_id": "orig:2030088893538668556", "ticker_idx": 0, "ts": "2026-03-07T01:11:24+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very happy I added some shares in the last couple of weeks. I keep repeating: they are ideally positioned for the next pharma revolution.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long HIMS on NVO lawsuit drop; author added shares and sees HIMS ideally positioned for next pharma revolution.", "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": "Huge news on $HIMS! \n\nLooks like $NVO dropped the lawsuit and HIMS will sell Novo GLP-1 products again. \n\nHuge win for both parties. \n\nVery happy I added some shares in the last couple of weeks. \n\nI keep repeating: they are ideally positioned for the next pharma revolution. https://t.co/bItNhUofIu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.2897111967734822, "ret_signed_m1d": -0.2897111967734822, "alpha_spy_m1d": -0.28102730658753017, "alpha_c_m1d": -0.28102730658753017, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0591154997726846, "ret_signed_p1d": 0.0591154997726846, "alpha_spy_p1d": 0.06072260566852428, "alpha_c_p1d": 0.06072260566852428, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": 0.12274365216984151, "ret_signed_p1w": 0.12274365216984151, "alpha_spy_p1w": 0.1363665546546543, "alpha_c_p1w": 0.1363665546546543, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.12003609502383417, "ret_signed_p1m": -0.12003609502383417, "alpha_spy_p1m": -0.09460410785390372, "alpha_c_p1m": -0.09460410785390372, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.025431987169930448, "ret_p3m": 0.2639891887071877, "ret_signed_p3m": 0.2639891887071877, "alpha_spy_p3m": 0.14473342755143936, "alpha_c_p3m": 0.14473342755143936, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.11925576115574832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12003609502383417, "alpha_spy_stated": -0.09460410785390372, "alpha_c_stated": -0.09460410785390372, "price_path": [0.7094, 0.7044, 0.6792, 0.6358, 0.6634, 0.5781, 0.569, 0.6047, 0.5817, 0.5704, 0.5645, 0.5645, 0.5483, 0.5388, 0.491, 0.4653, 0.4653, 0.5077, 0.5663, 0.6002, 0.6002, 0.5284, 0.4301, 0.4594, 0.4531, 0.4134, 0.4093, 0.4161, 0.4161, 0.375, 0.3037, 0.3773, 0.3366, 0.3664, 0.3394, 0.2938, 0.3479, 0.2225, 0.1931, 0.1525, 0.1011, 0.0596, 0.0388, -0.1277, -0.222, -0.2468, -0.287, -0.2644, -0.2644, -0.2658, -0.2852, -0.2861, -0.2947, -0.3001, -0.3023, -0.2861, -0.296, -0.3448, -0.2563, -0.2861, -0.2577, -0.2834, -0.2897, 0.0, 0.0591, 0.1679, 0.0758, 0.1178, 0.1227, 0.1273, 0.0447, 0.0903, -0.0063, 0.0135, -0.037, -0.0596, -0.0587, -0.1255, -0.1525, -0.0632, -0.1047, -0.1363, -0.1363, -0.0826, -0.12, -0.125, -0.1088, -0.1232, -0.0456, -0.0361, 0.0961, 0.218, 0.3005, 0.3994, 0.343, 0.3091, 0.2703, 0.3791, 0.3263, 0.2595, 0.1882, 0.2261, 0.2369, 0.2306, 0.1882, 0.213, 0.1575, 0.2757, 0.315, 0.1295, 0.0894, 0.0939, 0.1304, 0.0059, 0.0126, 0.0397, 0.0835, 0.0718, 0.0718, 0.0763, 0.1372, 0.1453, 0.1801, 0.2527, 0.2414, 0.2414, 0.264, 0.1819, 0.2261, 0.3078, 0.2536, 0.3028, 0.2103, 0.3615, 0.4201, 0.4391, 0.6006, 0.6006, 0.5135, 0.4874, 0.4756, 0.4761, 0.5316, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995508851010125944", "ticker_idx": 0, "ts": "2025-12-01T15:02:39+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I buy $IREN, $RKLB and $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Picks IREN and RKLB as buys from the pullback list.", "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": "@YodaStockInvest I buy $IREN, $RKLB and $RKLB", "reply_text": null, "parent_text": "Which stock that pulled back is the best buy today?\n1. $AMD at $217\n2. $HIMS at $39\n3. $FUBO at $3\n4. $NBIS at $94\n5. $IREN at $47\n6. $CIFR at $20\n7. $OSCR at $17\n8. $ASTS at $56\n9. $RKLB at $42\n10. $DUOL at $191\n\nI'm 62% in $AMD, that's my biggest bet.", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018610016107583838, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586500297359519, "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": -0.15384251993697373, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.049278383881644405, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.22303858460288584, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391521909949963, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317800008799429, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965344371547503, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.21014646501716616, "alpha_spy_stated": -0.22303858460288584, "alpha_c_stated": -0.2570902040597104, "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": "reply:1995508851010125944", "ticker_idx": 1, "ts": "2025-12-01T15:02:39+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I buy $IREN, $RKLB and $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Picks IREN and RKLB as buys from the pullback list.", "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 I buy $IREN, $RKLB and $RKLB", "reply_text": null, "parent_text": "Which stock that pulled back is the best buy today?\n1. $AMD at $217\n2. $HIMS at $39\n3. $FUBO at $3\n4. $NBIS at $94\n5. $IREN at $47\n6. $CIFR at $20\n7. $OSCR at $17\n8. $ASTS at $56\n9. $RKLB at $42\n10. $DUOL at $191\n\nI'm 62% in $AMD, that's my biggest bet.", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.04384445143905369, "ret_signed_m1d": 0.04384445143905369, "alpha_spy_m1d": 0.03925795114169417, "alpha_c_m1d": 0.028987111116509867, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.014857340322543822, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03789949552824301, "ret_signed_p1d": 0.03789949552824301, "alpha_spy_p1d": 0.0360471280241752, "alpha_c_p1d": 0.02918324205671774, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.00871625347152527, "ret_p1w": 0.2771860970392108, "ret_signed_p1w": 0.2771860970392108, "alpha_spy_p1w": 0.2722467820678005, "alpha_c_p1w": 0.25770662890355656, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.019479468135654265, "ret_p1m": 0.7451077238597557, "ret_signed_p1m": 0.7451077238597557, "alpha_spy_p1m": 0.732215604274036, "alpha_c_p1m": 0.7086858404826761, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.03642188337707952, "ret_p3m": 0.7996037515002004, "ret_signed_p3m": 0.7996037515002004, "alpha_spy_p3m": 0.7833354668797177, "alpha_c_p3m": 0.6288088262158085, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.17079492528439189, "ret_p6m": 2.5471885245738988, "ret_signed_p6m": 2.5471885245738988, "alpha_spy_p6m": 2.4375350808584235, "alpha_c_p6m": 2.3890506087849066, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.15813791578899217, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7451077238597557, "alpha_spy_stated": 0.732215604274036, "alpha_c_stated": 0.7086858404826761, "price_path": [0.0783, 0.0649, 0.1355, 0.1823, 0.165, 0.1437, 0.1997, 0.3213, 0.3386, 0.1703, 0.191, 0.1687, 0.1838, 0.2338, 0.3106, 0.2061, 0.1551, 0.1459, 0.1645, 0.1868, 0.1883, 0.2997, 0.3911, 0.4491, 0.5237, 0.6178, 0.6453, 0.5918, 0.6205, 0.6852, 0.7159, 0.6596, 0.6416, 0.6683, 0.62, 0.5002, 0.5747, 0.5992, 0.6255, 0.5791, 0.6388, 0.509, 0.5601, 0.5194, 0.4013, 0.3976, 0.2289, 0.2792, 0.2856, 0.2693, 0.2378, 0.1209, 0.1281, 0.0728, 0.0597, 0.0805, -0.022, -0.0017, 0.0515, 0.0552, 0.0386, 0.0386, 0.0438, 0.0, 0.0379, 0.1078, 0.2229, 0.2151, 0.2772, 0.3235, 0.4248, 0.5737, 0.5232, 0.3726, 0.3745, 0.3366, 0.4843, 0.7468, 0.921, 0.9118, 0.9118, 0.9118, 0.7501, 0.7369, 0.7451, 0.728, 0.728, 0.8823, 0.9356, 1.131, 1.0827, 1.058, 1.1018, 1.1774, 1.1447, 1.274, 1.2482, 1.3854, 1.3854, 1.2086, 1.1754, 1.1793, 1.2021, 0.9936, 1.1551, 1.194, 1.1224, 0.9834, 0.8368, 1.0131, 0.811, 0.6428, 0.7914, 0.8786, 0.7842, 0.7245, 0.6351, 0.6705, 0.6705, 0.7312, 0.8434, 0.897, 0.7553, 0.7392, 0.7332, 0.7389, 0.7996, 0.7117, 0.758, 0.7372, 0.7813, 0.734, 0.7367, 0.7706, 0.7075, 0.7825, 0.6936, 0.6946, 0.7664, 0.9467, 0.7211, 0.7818, 0.6653, 0.6844, 0.6366, 0.8053, 0.6334, 0.5093, 0.4214, 0.5908, 0.623, 0.6777, 0.6777, 0.6762, 0.6428, 0.7112, 0.6532, 0.6857, 0.7493, 0.789, 0.8231, 1.0542, 1.1006, 1.216, 1.1461, 1.2304, 1.0956, 0.9737, 1.0384, 0.9467, 0.9079, 1.0438, 0.9522, 0.9893, 0.951, 1.0969, 0.9465, 1.6126, 1.9069, 1.9121, 2.0753, 2.2834, 2.0907, 2.2489, 2.1536, 2.3262, 2.1075, 2.3629, 2.3629, 2.5472]}
{"unit_id": "quote:1986003678994575448", "ticker_idx": 0, "ts": "2025-11-05T09:32:29+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "locks in their Blackwell/Rubin performance lead, starves rivals of top-tier memory, and proves they can pass any cost on to customers. A strategic moat-building cost", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NVDA: HBM4 premium pricing locks in performance lead, starves rivals, and confirms pricing power — a strategic moat.", "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 paying a premium to secure the best HBM4 supply first. This move locks in their Blackwell/Rubin performance lead, starves rivals of top-tier memory, and proves they can pass any cost on to customers. A strategic moat-building cost.", "reply_text": null, "parent_text": null, "quoted_text": "Local Seoul reports suggest that SK hynix has finalized HBM4 pricing for next year with $NVDA at roughly $560 per chip, which is over 50% higher than HBM3E (~$370) and over 10% higher than what some expert expected. https://t.co/TMarGN9aom", "parent_author": null, "ret_m1d": 0.01782689455659625, "ret_signed_m1d": 0.01782689455659625, "alpha_spy_m1d": 0.02128031233486327, "alpha_c_m1d": 0.03657513561307357, "bench_spy_m1d": -0.0034534177782670206, "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": -0.036524729969592995, "ret_signed_p1d": -0.036524729969592995, "alpha_spy_p1d": -0.025795366100355488, "alpha_c_p1d": -0.013131132374997523, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": -0.023393597594595472, "ret_p1w": -0.0072230644047771575, "ret_signed_p1w": -0.0072230644047771575, "alpha_spy_p1w": -0.015782995639775144, "alpha_c_p1w": 0.003820099270958166, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": -0.011043163675735324, "ret_p1m": -0.06054917329101139, "ret_signed_p1m": -0.06054917329101139, "alpha_spy_p1m": -0.07059962445234713, "alpha_c_p1m": -0.06639059013625126, "bench_spy_p1m": 0.010050451161335738, "bench_c_p1m": 0.005841416845239866, "ret_p3m": -0.04912496193351379, "ret_signed_p3m": -0.04912496193351379, "alpha_spy_p3m": -0.07847188333004496, "alpha_c_p3m": -0.18748221406031862, "bench_spy_p3m": 0.029346921396531167, "bench_c_p3m": 0.13835725212680483, "ret_p6m": 0.0224471544034599, "ret_signed_p6m": 0.0224471544034599, "alpha_spy_p6m": -0.04421953042809523, "alpha_c_p6m": -0.3914518736165902, "bench_spy_p6m": 0.06666668483155513, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.06054917329101139, "alpha_spy_stated": -0.07059962445234713, "alpha_c_stated": -0.06639059013625126, "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": "reply:2007710642602709060", "ticker_idx": 0, "ts": "2026-01-04T07:08:13+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 and $ZETA are great adds 👌🏼 portfolio will do great in 2026 📈", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses both TE and ZETA as great adds heading into 2026; bullish on both positions.", "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": "@BlackPantherCap $TE and $ZETA are great adds 👌🏼 portfolio will do great in 2026 📈", "reply_text": null, "parent_text": "→ PORTFOLIO UPDATE & REFLECTIONS:\n\nEntering 2026, the AI infrastructure and energy names have continued their volatile ride, yet the underlying bottlenecks in power and compute remain as tight as ever.\n\nI initiated two positions during the recent dips:\n\n$TE is scaling U.S. solar https://t.co/OJcz7rOfU3", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": -0.043902398176946855, "ret_signed_m1d": -0.043902398176946855, "alpha_spy_m1d": -0.037286344577571184, "alpha_c_m1d": -0.03220392998737809, "bench_spy_m1d": -0.006616053599375671, "bench_c_m1d": -0.011698468189568767, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06707313740132814, "ret_signed_p1d": -0.06707313740132814, "alpha_spy_p1d": -0.0730203854529724, "alpha_c_p1d": -0.08064840419355612, "bench_spy_p1d": 0.0059472480516442605, "bench_c_p1d": 0.01357526679222798, "ret_p1w": -0.12073168221291519, "ret_signed_p1w": -0.12073168221291519, "alpha_spy_p1w": -0.13155007590009027, "alpha_c_p1w": -0.14150111974046187, "bench_spy_p1w": 0.010818393687175076, "bench_c_p1w": 0.020769437527546675, "ret_p1m": 0.10853662975908218, "ret_signed_p1m": 0.10853662975908218, "alpha_spy_p1m": 0.10590468007224585, "alpha_c_p1m": 0.05167082201070028, "bench_spy_p1m": 0.0026319496868363323, "bench_c_p1m": 0.0568658077483819, "ret_p3m": -0.4890243713803262, "ret_signed_p3m": -0.4890243713803262, "alpha_spy_p3m": -0.44525820385827664, "alpha_c_p3m": -0.5164262259352477, "bench_spy_p3m": -0.04376616752204954, "bench_c_p3m": 0.0274018545549215, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10853662975908218, "alpha_spy_stated": 0.10590468007224585, "alpha_c_stated": 0.05167082201070028, "price_path": [-0.6427, -0.5329, -0.5561, -0.5732, -0.511, -0.361, -0.428, -0.4732, -0.4195, -0.4537, -0.4988, -0.5476, -0.5768, -0.5329, -0.5488, -0.561, -0.5561, -0.5463, -0.5829, -0.5512, -0.5012, -0.5512, -0.5354, -0.4512, -0.4622, -0.5305, -0.5744, -0.5902, -0.6122, -0.6268, -0.6476, -0.6683, -0.6683, -0.6171, -0.5988, -0.5317, -0.5317, -0.4976, -0.4549, -0.422, -0.4488, -0.3768, -0.289, -0.2659, -0.1793, -0.25, -0.2841, -0.3476, -0.3829, -0.3366, -0.339, -0.2659, -0.2159, -0.1098, -0.1329, -0.1402, -0.1402, -0.1707, -0.2171, -0.2073, -0.1854, -0.1854, -0.0439, 0.0, -0.0671, -0.1122, -0.1695, -0.1537, -0.1207, -0.0415, -0.0415, -0.0963, -0.0037, -0.0037, 0.0098, -0.0463, 0.0207, 0.0366, -0.0073, 0.1122, 0.1573, 0.0829, 0.0159, 0.0561, 0.1085, -0.0573, -0.1134, 0.0085, -0.0683, -0.0841, -0.1646, -0.2427, -0.2537, -0.2537, -0.2146, -0.2122, -0.2305, -0.2427, -0.2329, -0.1354, -0.1195, -0.111, -0.2488, -0.1659, -0.2061, -0.1341, -0.1695, -0.1805, -0.1268, -0.0268, -0.0073, -0.0561, -0.0707, -0.0585, -0.05, -0.1061, -0.0598, -0.1951, -0.1659, -0.1939, -0.1854, -0.2341, -0.2976, -0.3146, -0.4646, -0.4537, -0.489, -0.489, -0.5061, -0.5207, -0.4915, -0.4902, -0.428, -0.3768, -0.4073, -0.3488, -0.3915, -0.3866, -0.3927, -0.3793, -0.3427, -0.3427, -0.3549, -0.3524, -0.4024, -0.4037, -0.4146, -0.372, -0.378, -0.3488, -0.3573, -0.372, -0.2488, -0.2634, -0.2866, -0.3159, -0.3012, -0.3085, -0.1463, -0.161, 0.061, 0.0634, -0.0146, -0.0146, 0.2744, 0.3366, 0.3195, 0.2878, 0.2695, 0.4683, 0.4024, 0.422, 0.15, 0.1134, 0.0317, -0.0573, 0.0329, 0.0366, 0.0878, 0.0524, 0.1024, 0.1402, 0.1402, 0.2683, 0.1268, 0.0402, 0.0366, 0.0012, null, null]}
{"unit_id": "reply:2007710642602709060", "ticker_idx": 1, "ts": "2026-01-04T07:08:13+00:00", "symbol": "ZETA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TE and $ZETA are great adds 👌🏼 portfolio will do great in 2026 📈", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses both TE and ZETA as great adds heading into 2026; bullish on both positions.", "resolved_tickers": ["ZETA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlackPantherCap $TE and $ZETA are great adds 👌🏼 portfolio will do great in 2026 📈", "reply_text": null, "parent_text": "→ PORTFOLIO UPDATE & REFLECTIONS:\n\nEntering 2026, the AI infrastructure and energy names have continued their volatile ride, yet the underlying bottlenecks in power and compute remain as tight as ever.\n\nI initiated two positions during the recent dips:\n\n$TE is scaling U.S. solar https://t.co/OJcz7rOfU3", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": -0.08121828438788059, "ret_signed_m1d": -0.08121828438788059, "alpha_spy_m1d": -0.07460223078850492, "alpha_c_m1d": -0.07460223078850492, "bench_spy_m1d": -0.006616053599375671, "bench_c_m1d": -0.006616053599375671, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0982925312998375, "ret_signed_p1d": 0.0982925312998375, "alpha_spy_p1d": 0.09234528324819324, "alpha_c_p1d": 0.09234528324819324, "bench_spy_p1d": 0.0059472480516442605, "bench_c_p1d": 0.0059472480516442605, "ret_p1w": 0.120443036509575, "ret_signed_p1w": 0.120443036509575, "alpha_spy_p1w": 0.10962464282239992, "alpha_c_p1w": 0.10962464282239992, "bench_spy_p1w": 0.010818393687175076, "bench_c_p1w": 0.010818393687175076, "ret_p1m": -0.18227968385014381, "ret_signed_p1m": -0.18227968385014381, "alpha_spy_p1m": -0.18491163353698015, "alpha_c_p1m": -0.18491163353698015, "bench_spy_p1m": 0.0026319496868363323, "bench_c_p1m": 0.0026319496868363323, "ret_p3m": -0.27134287465339635, "ret_signed_p3m": -0.27134287465339635, "alpha_spy_p3m": -0.2275767071313468, "alpha_c_p3m": -0.2275767071313468, "bench_spy_p3m": -0.04376616752204954, "bench_c_p3m": -0.04376616752204954, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18227968385014381, "alpha_spy_stated": -0.18491163353698015, "alpha_c_stated": -0.18491163353698015, "price_path": [-0.0877, -0.06, -0.1509, -0.1283, -0.1135, -0.1431, -0.1587, -0.1777, -0.1444, -0.1029, -0.1486, -0.1375, -0.1329, -0.1292, -0.1624, -0.1809, -0.215, -0.1698, -0.1869, -0.2293, -0.0798, -0.0964, -0.0997, -0.0821, -0.0863, -0.0554, -0.1458, -0.1491, -0.2017, -0.1998, -0.221, -0.2478, -0.203, -0.1934, -0.168, -0.1615, -0.1615, -0.1578, -0.1721, -0.1832, -0.1509, -0.144, -0.1209, -0.1149, -0.1108, -0.0997, -0.0997, -0.1435, -0.1929, -0.1629, -0.1975, -0.1754, -0.1698, -0.1546, -0.1532, -0.1181, -0.1181, -0.0448, -0.0581, -0.0401, -0.0609, -0.0609, -0.0812, 0.0, 0.0983, 0.0688, 0.0914, 0.126, 0.1204, 0.0849, 0.0286, -0.0042, -0.0651, -0.0651, -0.0766, -0.0563, 0.0, 0.0037, -0.0277, -0.0766, -0.0628, -0.1015, -0.1426, -0.138, -0.1823, -0.1984, -0.2617, -0.2206, -0.2169, -0.2077, -0.2612, -0.3087, -0.2866, -0.2866, -0.2935, -0.269, -0.2764, -0.2473, -0.3087, -0.2164, -0.1763, -0.1666, -0.2178, -0.198, -0.1675, -0.1343, -0.1274, -0.1306, -0.1195, -0.1546, -0.1583, -0.1671, -0.1767, -0.1735, -0.168, -0.2054, -0.2049, -0.2178, -0.185, -0.2547, -0.245, -0.258, -0.3286, -0.3166, -0.2653, -0.2741, -0.2713, -0.2713, -0.2704, -0.2746, -0.2746, -0.293, -0.3258, -0.2787, -0.2524, -0.1984, -0.1961, -0.1703, -0.1624, -0.1781, -0.162, -0.2114, -0.191, -0.1652, -0.18, -0.1781, -0.15, -0.1417, -0.1481, -0.1763, -0.2049, -0.2026, -0.209, -0.2381, -0.2501, -0.2598, -0.2349, -0.2067, -0.1144, -0.1555, -0.1537, -0.1671, -0.1329, -0.1329, -0.0932, -0.102, -0.0688, 0.0563, 0.1638, 0.1652, 0.0738, 0.0683, 0.0162, 0.0042, -0.0272, -0.0803, -0.0743, -0.0674, -0.0877, -0.0895, -0.1463, -0.1278, -0.1278, -0.1477, -0.0997, -0.1306, -0.1749, -0.1241, null, null]}
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{"unit_id": "reply:1997441984752132234", "ticker_idx": 0, "ts": "2025-12-06T23:04:14+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The government made a great deal with buying $INTC", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses the government's INTC deal as a great outcome; implied bullish on 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": "reply_other", "lang": "en", "tweet_text": "@unusual_whales The government made a great deal with buying $INTC", "reply_text": null, "parent_text": "Howard Lutnick on the Intel, $INTC, deal:\n\nHow much money have we made? $40 billion, 3 months... The US is entitled to 10% of their company... the chairman says: you have a deal!\" https://t.co/HAJPuL5usV", "quoted_text": null, "parent_author": "unusual_whales", "ret_m1d": 0.027543439984256457, "ret_signed_m1d": 0.027543439984256457, "alpha_spy_m1d": 0.024530178410592685, "alpha_c_m1d": 0.03874943108747486, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.011205991103218405, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004962798181780803, "ret_signed_p1d": 0.004962798181780803, "alpha_spy_p1d": 0.005825916276014587, "alpha_c_p1d": 0.0037417852976029398, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": 0.0012210128841778634, "ret_p1w": -0.06923079325921211, "ret_signed_p1w": -0.06923079325921211, "alpha_spy_p1w": -0.06498865964712675, "alpha_c_p1w": -0.02676712150734517, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.04246367175186694, "ret_p1m": -0.0064515713760635585, "ret_signed_p1m": -0.0064515713760635585, "alpha_spy_p1m": -0.02140733387311422, "alpha_c_p1m": -0.06146750476358109, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.055015933387517535, "ret_p3m": 0.1401985516834221, "ret_signed_p3m": 0.1401985516834221, "alpha_spy_p3m": 0.1406473046767216, "alpha_c_p3m": 0.06414323730790583, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": 0.07605531437551627, "ret_p6m": 1.6781638299864174, "ret_signed_p6m": 1.6781638299864174, "alpha_spy_p6m": 1.5607538432203547, "alpha_c_p6m": 0.9574279163842925, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.720735913602125, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0064515713760635585, "alpha_spy_stated": -0.02140733387311422, "alpha_c_stated": -0.06146750476358109, "price_path": [-0.3854, -0.3893, -0.4025, -0.3854, -0.373, -0.3821, -0.2414, -0.266, -0.2864, -0.272, -0.2253, -0.1566, -0.1191, -0.1444, -0.1675, -0.1082, -0.0744, -0.0861, -0.0921, -0.0777, -0.0712, -0.062, -0.0975, -0.0764, -0.1159, -0.0782, -0.0859, -0.0816, -0.0546, -0.0541, -0.0839, -0.0531, -0.0501, -0.0189, 0.0305, 0.0258, -0.0035, -0.0077, -0.0199, -0.0811, -0.0476, -0.0759, -0.0538, -0.0459, -0.06, -0.0598, -0.1089, -0.1186, -0.1387, -0.1481, -0.1288, -0.1658, -0.1439, -0.1119, -0.1109, -0.0866, -0.0866, 0.0065, -0.0072, 0.0787, 0.0859, 0.005, 0.0275, 0.0, 0.005, 0.0119, -0.0196, -0.0618, -0.0692, -0.0742, -0.1055, -0.0998, -0.0864, -0.0975, -0.098, -0.1027, -0.1027, -0.1017, -0.0898, -0.0744, -0.0844, -0.0844, -0.0228, -0.0231, -0.0065, 0.0578, 0.0201, 0.1303, 0.0933, 0.1734, 0.2089, 0.199, 0.1653, 0.1653, 0.205, 0.3462, 0.3479, 0.1184, 0.0543, 0.0901, 0.2104, 0.2074, 0.1531, 0.2112, 0.2221, 0.206, 0.197, 0.2553, 0.2467, 0.1695, 0.1983, 0.1533, 0.161, 0.161, 0.1459, 0.128, 0.1072, 0.0945, 0.0826, 0.1444, 0.1633, 0.128, 0.1318, 0.129, 0.0695, 0.131, 0.1402, 0.0774, 0.131, 0.1608, 0.1906, 0.1228, 0.1357, 0.1355, 0.0933, 0.1174, 0.1459, 0.0886, 0.0921, 0.0933, 0.1707, 0.0943, 0.0702, 0.0221, 0.095, 0.1918, 0.2501, 0.2501, 0.26, 0.3129, 0.4628, 0.5315, 0.5479, 0.6174, 0.5834, 0.6114, 0.6998, 0.6998, 0.6303, 0.6442, 0.6196, 0.6571, 1.0481, 1.1089, 1.0973, 1.3511, 1.3444, 1.472, 1.3767, 1.6836, 1.8042, 1.7201, 2.0998, 2.2119, 1.9928, 1.9849, 1.8767, 1.699, 1.6841, 1.7494, 1.9519, 1.9404, 1.9737, 1.9737, 2.065, 2.0216, 1.9998, 1.8457, 1.7129, 1.6782]}
{"unit_id": "reply:2006838938493923424", "ticker_idx": 0, "ts": "2026-01-01T21:24:22+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, $IREN, $FLNC, $PL", "tweet_type": "prediction", "timeline": "years", "summary": "Names HIMS, IREN, FLNC, and PL as best 5x+ opportunities for 2026.", "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": "und", "tweet_text": "@YodaStockInvest $HIMS, $IREN, $FLNC, $PL", "reply_text": null, "parent_text": "Let’s start out 2026 by helping each other find some 5x opportunities!\n\nName your best 5x+ stock.\nI’ll start with 10 picks:\n$HIMS\n$SOFI\n$NBIS\n$IREN\n$AMD\n$FUBO\n$KRKNF / $PNG.V (Kraken Robotics)\n$LMND\n$RKLB\n$ASTS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.028135247859984558, "ret_signed_m1d": -0.028135247859984558, "alpha_spy_m1d": -0.026305608474353925, "alpha_c_m1d": -0.026305608474353925, "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": 0.038910483178623556, "ret_signed_p1d": 0.038910483178623556, "alpha_spy_p1d": 0.03225036588626362, "alpha_c_p1d": 0.03225036588626362, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": -0.05148157202065118, "ret_signed_p1w": -0.05148157202065118, "alpha_spy_p1w": -0.06743664539663619, "alpha_c_p1w": -0.06743664539663619, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.20862015400141876, "ret_signed_p1m": -0.20862015400141876, "alpha_spy_p1m": -0.22653671648165918, "alpha_c_p1m": -0.22653671648165918, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.40616581133792884, "ret_signed_p3m": -0.40616581133792884, "alpha_spy_p3m": -0.3679022685395821, "alpha_c_p3m": -0.3679022685395821, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.7351, 0.7411, 0.7435, 0.6148, 0.6381, 0.6169, 0.8785, 0.7704, 0.49, 0.5373, 0.4774, 0.4205, 0.4514, 0.46, 0.4436, 0.4104, 0.3957, 0.3188, 0.3607, 0.3286, 0.2808, 0.3089, 0.2427, 0.2281, 0.2287, 0.1898, 0.1679, 0.079, 0.1069, 0.065, 0.0853, 0.0724, 0.0063, 0.0389, 0.1308, 0.1101, 0.1494, 0.1494, 0.1901, 0.1227, 0.0868, 0.1095, 0.1978, 0.1733, 0.1709, 0.1919, 0.1338, 0.1305, 0.1137, 0.085, 0.1033, 0.0467, 0.0407, 0.0644, 0.0491, 0.0416, 0.0377, 0.0377, 0.0269, 0.0207, -0.0111, -0.0281, -0.0281, 0.0, 0.0389, 0.0614, 0.0614, 0.0138, -0.0515, -0.032, -0.0362, -0.0626, -0.0652, -0.0608, -0.0608, -0.088, -0.1353, -0.0865, -0.1134, -0.0937, -0.1116, -0.1419, -0.106, -0.1892, -0.2086, -0.2356, -0.2697, -0.2972, -0.311, -0.4214, -0.484, -0.5004, -0.5271, -0.5121, -0.5121, -0.513, -0.5259, -0.5265, -0.5322, -0.5358, -0.5373, -0.5265, -0.5331, -0.5654, -0.5067, -0.5265, -0.5076, -0.5247, -0.5289, -0.3367, -0.2975, -0.2254, -0.2864, -0.2586, -0.2553, -0.2523, -0.3071, -0.2769, -0.3409, -0.3277, -0.3613, -0.3762, -0.3756, -0.4199, -0.4379, -0.3786, -0.4062, -0.4271, -0.4271, -0.3915, -0.4163, -0.4196, -0.4089, -0.4184, -0.367, -0.3607, -0.273, -0.1922, -0.1374, -0.0718, -0.1092, -0.1317, -0.1574, -0.0853, -0.1203, -0.1646, -0.2119, -0.1868, -0.1796, -0.1838, -0.2119, -0.1955, -0.2323, -0.1538, -0.1278, -0.2508, -0.2775, -0.2745, -0.2502, -0.3328, -0.3283, -0.3104, -0.2814, -0.2891, -0.2891, -0.2861, -0.2457, -0.2403, -0.2173, -0.1691, -0.1766, -0.1766, -0.1616, -0.2161, -0.1868, -0.1326, -0.1685, -0.1359, -0.1972, -0.097, -0.0581, -0.0455, 0.0617, 0.0617, 0.0039, -0.0135, -0.0213, -0.021, 0.0159, null]}
{"unit_id": "reply:2006838938493923424", "ticker_idx": 1, "ts": "2026-01-01T21:24:22+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS, $IREN, $FLNC, $PL", "tweet_type": "prediction", "timeline": "years", "summary": "Names HIMS, IREN, FLNC, and PL as best 5x+ opportunities for 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": "reply_other", "lang": "und", "tweet_text": "@YodaStockInvest $HIMS, $IREN, $FLNC, $PL", "reply_text": null, "parent_text": "Let’s start out 2026 by helping each other find some 5x opportunities!\n\nName your best 5x+ stock.\nI’ll start with 10 picks:\n$HIMS\n$SOFI\n$NBIS\n$IREN\n$AMD\n$FUBO\n$KRKNF / $PNG.V (Kraken Robotics)\n$LMND\n$RKLB\n$ASTS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.11545667955712702, "ret_signed_m1d": -0.11545667955712702, "alpha_spy_m1d": -0.11362704017149639, "alpha_c_m1d": -0.11254387274067013, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.002912806816456892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12974240788153968, "ret_signed_p1d": 0.12974240788153968, "alpha_spy_p1d": 0.12308229058917974, "alpha_c_p1d": 0.10789639178212296, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.02184601609941672, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.062030827253029, "alpha_c_p1w": 0.06342186654672965, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.01456403408228435, "ret_p1m": 0.2430913555656029, "ret_signed_p1m": 0.2430913555656029, "alpha_spy_p1m": 0.22517479308536248, "alpha_c_p1m": 0.2594758676401654, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": -0.016384512074562485, "ret_p3m": -0.20163935495346474, "ret_signed_p3m": -0.20163935495346474, "alpha_spy_p3m": -0.16337581215511798, "alpha_c_p3m": -0.10632060108812746, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.09531875386533728, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4445, 0.4073, 0.4953, 0.3998, 0.5021, 0.629, 0.592, 0.448, 0.422, 0.3869, 0.2926, 0.2138, 0.3082, 0.4731, 0.522, 0.4618, 0.415, 0.3635, 0.4227, 0.5867, 0.5604, 0.7895, 0.5681, 0.4609, 0.4091, 0.3438, 0.3044, 0.1393, 0.0859, 0.1103, 0.144, 0.0733, 0.018, -0.0103, 0.1356, 0.1117, 0.1347, 0.1347, 0.1197, 0.1356, -0.037, 0.0295, 0.0878, 0.0471, 0.0852, 0.097, 0.0286, 0.029, -0.0602, -0.1691, -0.1431, -0.2089, -0.1616, -0.0651, -0.0155, -0.0148, -0.0169, -0.0169, -0.0562, -0.077, -0.103, -0.1155, -0.1155, 0.0, 0.1297, 0.0752, 0.0217, 0.0698, 0.078, 0.1787, 0.241, 0.2384, 0.2152, 0.3541, 0.3541, 0.2707, 0.2525, 0.2239, 0.3274, 0.2262, 0.4049, 0.474, 0.4014, 0.2585, 0.2431, 0.2738, 0.0525, -0.0681, -0.0204, 0.0808, 0.0054, -0.0007, -0.0625, -0.0112, -0.0112, -0.0405, -0.0145, 0.0138, -0.0637, -0.008, 0.0644, 0.0311, 0.0361, -0.041, -0.0307, -0.0902, 0.0267, -0.0603, -0.1405, -0.0904, -0.1073, -0.0169, -0.0311, -0.0262, 0.0525, 0.0061, -0.0115, -0.0244, -0.033, -0.0126, -0.037, -0.0297, -0.123, -0.1782, -0.2595, -0.1972, -0.2016, -0.1857, -0.1857, -0.1773, -0.163, -0.1375, -0.1321, -0.0792, 0.0087, 0.1094, 0.1433, 0.1171, 0.1269, 0.141, 0.0578, 0.1333, 0.2183, 0.1859, 0.1326, 0.0407, 0.0037, 0.0658, 0.0693, 0.1588, 0.282, 0.4281, 0.3314, 0.4333, 0.2916, 0.3246, 0.292, 0.3677, 0.2398, 0.1817, 0.118, 0.2344, 0.3597, 0.3309, 0.3309, 0.4, 0.5888, 0.5, 0.4881, 0.53, 0.5597, 0.5335, 0.4487, 0.2728, 0.3862, 0.2651, 0.2066, 0.3281, 0.3998, 0.4251, 0.3859, 0.3609, 0.4042, 0.4042, 0.3319, 0.2815, 0.178, 0.118, 0.1056, null]}
{"unit_id": "reply:2006838938493923424", "ticker_idx": 2, "ts": "2026-01-01T21:24:22+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS, $IREN, $FLNC, $PL", "tweet_type": "prediction", "timeline": "years", "summary": "Names HIMS, IREN, FLNC, and PL as best 5x+ opportunities for 2026.", "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": "und", "tweet_text": "@YodaStockInvest $HIMS, $IREN, $FLNC, $PL", "reply_text": null, "parent_text": "Let’s start out 2026 by helping each other find some 5x opportunities!\n\nName your best 5x+ stock.\nI’ll start with 10 picks:\n$HIMS\n$SOFI\n$NBIS\n$IREN\n$AMD\n$FUBO\n$KRKNF / $PNG.V (Kraken Robotics)\n$LMND\n$RKLB\n$ASTS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.14037372925281755, "ret_signed_m1d": -0.14037372925281755, "alpha_spy_m1d": -0.13854408986718691, "alpha_c_m1d": -0.13854408986718691, "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": -0.03302912739339714, "ret_signed_p1d": -0.03302912739339714, "alpha_spy_p1d": -0.039689244685757075, "alpha_c_p1d": -0.039689244685757075, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": 0.008257302571389458, "ret_signed_p1w": 0.008257302571389458, "alpha_spy_p1w": -0.0076977708045955495, "alpha_c_p1w": -0.0076977708045955495, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": 0.34245976020790025, "ret_signed_p1m": 0.34245976020790025, "alpha_spy_p1m": 0.3245431977276598, "alpha_c_p1m": 0.3245431977276598, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.4341590470120402, "ret_signed_p3m": -0.4341590470120402, "alpha_spy_p3m": -0.39589550421369346, "alpha_c_p3m": -0.39589550421369346, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.399, -0.3498, -0.3525, -0.4311, -0.3094, -0.1982, -0.0682, -0.1491, -0.2036, -0.1982, -0.2934, -0.3385, -0.3033, -0.1517, -0.1856, -0.2134, -0.1186, -0.1104, -0.0874, -0.0956, -0.1664, -0.0995, -0.1386, -0.0965, -0.053, -0.0991, -0.1651, -0.2938, -0.2216, -0.2512, -0.2603, -0.2694, -0.3259, -0.3307, -0.3133, -0.2712, -0.1747, -0.1747, -0.1465, -0.1573, -0.1326, -0.1373, 0.0143, 0.0413, -0.0065, 0.0404, 0.0348, 0.1208, -0.0356, -0.0648, -0.0739, -0.193, -0.1608, -0.1326, -0.1113, -0.1452, -0.1382, -0.1382, -0.1217, -0.1321, -0.1369, -0.1404, -0.1404, 0.0, -0.033, -0.0513, -0.1065, -0.0795, 0.0083, 0.0117, 0.0352, -0.0156, 0.1082, 0.1769, 0.1769, 0.1086, 0.1447, 0.1851, 0.1708, 0.1786, 0.236, 0.3468, 0.372, 0.3372, 0.3425, 0.4007, 0.2599, -0.1764, -0.1551, -0.1569, -0.1747, -0.2386, -0.2421, -0.1977, -0.1977, -0.2273, -0.2425, -0.2803, -0.2807, -0.3016, -0.2834, -0.2903, -0.296, -0.3246, -0.3429, -0.3516, -0.3133, -0.3151, -0.3577, -0.3177, -0.2664, -0.2564, -0.2864, -0.2881, -0.2708, -0.2829, -0.3051, -0.3033, -0.3425, -0.3325, -0.2981, -0.2894, -0.3498, -0.3851, -0.435, -0.402, -0.4342, -0.422, -0.422, -0.4263, -0.4242, -0.4298, -0.4107, -0.4011, -0.4068, -0.3568, -0.339, -0.349, -0.4118, -0.4511, -0.445, -0.4133, -0.4124, -0.4185, -0.4194, -0.4633, -0.4859, -0.4707, -0.4702, -0.4641, -0.4485, -0.4107, -0.1756, 0.05, 0.0965, -0.0752, -0.0395, -0.09, -0.0973, -0.1508, -0.2216, -0.1769, -0.1226, -0.0661, -0.0661, -0.073, -0.0778, -0.0717, -0.1795, 0.1799, 0.213, 0.08, 0.1799, -0.0043, 0.0461, 0.0196, -0.0604, 0.0552, 0.0304, 0.0508, 0.0395, 0.0178, 0.0778, 0.0778, 0.0947, -0.0782, -0.1417, -0.1578, -0.1625, null]}
{"unit_id": "reply:2006838938493923424", "ticker_idx": 3, "ts": "2026-01-01T21:24:22+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS, $IREN, $FLNC, $PL", "tweet_type": "prediction", "timeline": "years", "summary": "Names HIMS, IREN, FLNC, and PL as best 5x+ opportunities for 2026.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@YodaStockInvest $HIMS, $IREN, $FLNC, $PL", "reply_text": null, "parent_text": "Let’s start out 2026 by helping each other find some 5x opportunities!\n\nName your best 5x+ stock.\nI’ll start with 10 picks:\n$HIMS\n$SOFI\n$NBIS\n$IREN\n$AMD\n$FUBO\n$KRKNF / $PNG.V (Kraken Robotics)\n$LMND\n$RKLB\n$ASTS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.03380698379305014, "ret_signed_m1d": -0.03380698379305014, "alpha_spy_m1d": -0.031977344407419506, "alpha_c_m1d": -0.015703430719886335, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.018103553073163803, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04801565651949713, "ret_signed_p1d": 0.04801565651949713, "alpha_spy_p1d": 0.041355539227137195, "alpha_c_p1d": 0.036178714237177, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.011836942282320129, "ret_p1w": 0.11268982137460304, "ret_signed_p1w": 0.11268982137460304, "alpha_spy_p1w": 0.09673474799861803, "alpha_c_p1w": 0.0876866851563114, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.025003136218291644, "ret_p1m": 0.11954926762858342, "ret_signed_p1m": 0.11954926762858342, "alpha_spy_p1m": 0.101632705148343, "alpha_c_p1m": 0.05909861150841356, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.060450656120169866, "ret_p3m": 0.504654547479898, "ret_signed_p3m": 0.504654547479898, "alpha_spy_p3m": 0.5429180902782448, "alpha_c_p3m": 0.4609020690906753, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": 0.04375247838922269, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2317, -0.2357, -0.2327, -0.2798, -0.2528, -0.2758, -0.2607, -0.3518, -0.3577, -0.3356, -0.3675, -0.3876, -0.3655, -0.3332, -0.3479, -0.3709, -0.368, -0.3699, -0.341, -0.3537, -0.3778, -0.3508, -0.3895, -0.3724, -0.3439, -0.389, -0.3905, -0.441, -0.4415, -0.4508, -0.439, -0.4223, -0.4498, -0.4532, -0.4346, -0.4253, -0.4258, -0.4258, -0.417, -0.4268, -0.4233, -0.4116, -0.366, -0.3743, -0.3655, -0.3709, -0.366, -0.144, -0.1063, -0.1156, -0.124, -0.193, -0.1431, -0.0603, 0.0093, 0.0157, -0.0044, -0.0044, -0.0514, -0.0265, -0.0328, -0.0338, -0.0338, 0.0, 0.048, 0.0701, 0.1078, 0.0995, 0.1127, 0.2464, 0.2406, 0.3097, 0.3856, 0.4101, 0.4101, 0.3719, 0.2925, 0.2768, 0.3199, 0.2675, 0.3753, 0.366, 0.291, 0.2234, 0.1195, 0.1734, 0.0666, 0.001, 0.0906, 0.1769, 0.1166, 0.0608, 0.0436, 0.0985, 0.0985, 0.0882, 0.1632, 0.2303, 0.171, 0.1651, 0.2107, 0.2068, 0.2543, 0.1828, 0.2915, 0.2396, 0.2739, 0.2048, 0.2386, 0.2651, 0.2445, 0.2464, 0.2234, 0.2146, 0.2053, 0.3268, 0.2156, 0.3209, 0.6575, 0.657, 0.5595, 0.733, 0.5875, 0.512, 0.3665, 0.3694, 0.5047, 0.758, 0.758, 0.7158, 0.7232, 0.7908, 0.6771, 0.6987, 0.6815, 0.6624, 0.6859, 0.9544, 0.8854, 0.8373, 0.8633, 0.9339, 0.876, 0.7364, 0.7369, 0.7163, 0.6698, 0.8114, 0.8079, 0.8883, 0.8192, 0.9446, 0.7266, 0.9128, 1.05, 0.9931, 0.9961, 1.1088, 1.0392, 1.0387, 1.0377, 1.0902, 1.0813, 1.173, 1.173, 1.3675, 1.4733, 1.5184, 1.5056, 1.2763, 1.3562, 1.1132, 1.1328, 0.5786, 0.6041, 0.5272, 0.5051, 0.6742, 0.5262, 0.4983, 0.3822, 0.3827, 0.3831, 0.3831, 0.4096, 0.3978, 0.2886, 0.2989, 0.3263, null]}
{"unit_id": "orig:2026773722242122178", "ticker_idx": 0, "ts": "2026-02-25T21:38:05+00:00", "symbol": "ENVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a massive new catalyst has emerged: AI smart eyewear. These devices need tiny, powerful batteries, and Enovix is already seeing early orders. their silicon tech still holds 12% more energy than rivals, protecting their moat", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ENVX: AI eyewear as new catalyst with early orders, durable moat via 12% energy-density advantage over rivals.", "resolved_tickers": ["ENVX"], "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": "$ENVX delivered a solid quarter, popping 2% on a double beat. \n\nBeyond the numbers, they are successfully shifting from research to real-world production. While smartphone battery approvals are still pending final lifespan tests, a massive new catalyst has emerged: AI smart eyewear. These devices need tiny, powerful batteries, and Enovix is already seeing early orders. \n\nAt their Malaysia factory, the only major speedbump is how fast they can cut battery materials, though they have a mechanical backup plan ready. Crucially, their silicon tech still holds 12% more energy than rivals, protecting their moat.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0336134945400941, "ret_signed_m1d": 0.0336134945400941, "alpha_spy_m1d": 0.028028024773031568, "alpha_c_m1d": 0.039838720076583733, "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": -0.11428568909863668, "ret_signed_p1d": -0.11428568909863668, "alpha_spy_p1d": -0.10948374824002538, "alpha_c_p1d": -0.11677574458926798, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": 0.0024900554906313044, "ret_p1w": -0.15126044493796864, "ret_signed_p1w": -0.15126044493796864, "alpha_spy_p1w": -0.13966907742899504, "alpha_c_p1w": -0.12500122811268, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.026259216825288645, "ret_p1m": -0.12100837197851522, "ret_signed_p1m": -0.12100837197851522, "alpha_spy_p1m": -0.04342494533295982, "alpha_c_p1m": -0.02450205421361351, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.0965063177649017, "ret_p3m": 0.21848743401815707, "ret_signed_p3m": 0.21848743401815707, "alpha_spy_p3m": 0.12659717186177555, "alpha_c_p3m": 0.22929804587003644, "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": -0.12100837197851522, "alpha_spy_stated": -0.04342494533295982, "alpha_c_stated": -0.02450205421361351, "price_path": [0.2252, 0.2672, 0.4017, 0.5277, 0.5059, 0.4588, 0.5076, 0.5345, 0.5126, 0.4521, 0.3277, 0.3008, 0.2101, 0.2555, 0.321, 0.4017, 0.4118, 0.3899, 0.3899, 0.2824, 0.2807, 0.2471, 0.2286, 0.2286, 0.3261, 0.4672, 0.4588, 0.358, 0.3294, 0.3311, 0.321, 0.3479, 0.3798, 0.3143, 0.3849, 0.3849, 0.2412, 0.2647, 0.2941, 0.2655, 0.2101, 0.2134, 0.2101, 0.1983, 0.1126, 0.1513, 0.0992, 0.0773, -0.0513, 0.0723, 0.0891, 0.0555, 0.0303, -0.0319, -0.005, -0.005, -0.005, 0.0, 0.0134, 0.0, -0.0134, 0.0269, 0.0336, 0.0, -0.1143, -0.084, -0.1479, -0.1412, -0.1513, -0.1849, -0.1445, -0.1697, -0.158, -0.1731, -0.1697, -0.1479, -0.1412, -0.1866, -0.1462, -0.1832, -0.1563, -0.1529, -0.0941, -0.1395, -0.121, -0.1798, -0.1294, -0.1647, -0.1496, -0.1496, -0.0336, -0.0655, -0.037, -0.0622, 0.0235, 0.005, 0.0689, 0.0605, 0.0992, 0.1126, 0.1479, 0.0975, 0.1765, 0.116, 0.1109, 0.0941, 0.0706, 0.0756, 0.121, 0.1378, 0.1345, 0.1563, 0.1244, 0.079, 0.1109, 0.2067, 0.1714, 0.2252, 0.0588, 0.0269, -0.0034, -0.0706, 0.0689, 0.0588, 0.1227, 0.1227, 0.2185, 0.2605, 0.2857, 0.3412, 0.442, 0.4487, 0.3832, 0.405, 0.2235, 0.2303, 0.1345, 0.0555, 0.1261, 0.1193, 0.1899, 0.1143, 0.1244, 0.1899, 0.1899, 0.1849, 0.0639, -0.0017, 0.0168, 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]}
{"unit_id": "orig:1980387860923723855", "ticker_idx": 0, "ts": "2025-10-20T21:37:14+00:00", "symbol": "STLD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "posts a strong double-beat, hitting record steel shipments as favorable trade rulings create a \"significant tailwind\"", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish STLD on double-beat, record shipments, trade tailwinds, and ahead-of-schedule milestones in aluminum and biocarbon.", "resolved_tickers": ["STLD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Steel'", "bench_c_industry": "Steel", "unit_kind": "original", "lang": "en", "tweet_text": "$STLD posts a strong double-beat, hitting record steel shipments as favorable trade rulings create a \"significant tailwind.\"🟢\n\nThe company also achieved major milestones, successfully producing its first aluminum flat-rolled products and biocarbon materials ahead of schedule. https://t.co/nml6CKhycm", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04901835939285448, "ret_signed_m1d": -0.04901835939285448, "alpha_spy_m1d": -0.04903330249493065, "alpha_c_m1d": -0.05285636075556488, "bench_spy_m1d": 1.4943102076170334e-05, "bench_c_m1d": 0.003838001362710397, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03419589859191363, "ret_signed_p1d": -0.03419589859191363, "alpha_spy_p1d": -0.028996982526034554, "alpha_c_p1d": -0.031148258797802142, "bench_spy_p1d": -0.005198916065879078, "bench_c_p1d": -0.0030476397941114897, "ret_p1w": 0.047132980302119654, "ret_signed_p1w": 0.047132980302119654, "alpha_spy_p1w": 0.023640865355378127, "alpha_c_p1w": 0.041488999264164494, "bench_spy_p1w": 0.023492114946741527, "bench_c_p1w": 0.005643981037955159, "ret_p1m": 0.010661792810689796, "ret_signed_p1m": 0.010661792810689796, "alpha_spy_p1m": 0.023562273676047574, "alpha_c_p1m": 0.04283245854456219, "bench_spy_p1m": -0.012900480865357777, "bench_c_p1m": -0.032170665733872394, "ret_p3m": 0.13177045399792786, "ret_signed_p3m": 0.13177045399792786, "alpha_spy_p3m": 0.09838133002766125, "alpha_c_p3m": 0.027101918426377214, "bench_spy_p3m": 0.03338912397026661, "bench_c_p3m": 0.10466853557155065, "ret_p6m": 0.26954643719038995, "ret_signed_p6m": 0.26954643719038995, "alpha_spy_p6m": 0.2209303838800023, "alpha_c_p6m": 0.09842320824919248, "bench_spy_p6m": 0.04861605331038765, "bench_c_p6m": 0.17112322894119747, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.010661792810689796, "alpha_spy_stated": 0.023562273676047574, "alpha_c_stated": 0.04283245854456219, "price_path": [-0.1784, -0.1525, -0.1564, -0.174, -0.1744, -0.1737, -0.2073, -0.2139, -0.1998, -0.2082, -0.2093, -0.2031, -0.2071, -0.1864, -0.1628, -0.1742, -0.1811, -0.1844, -0.1694, -0.1874, -0.1854, -0.1405, -0.1367, -0.1467, -0.1404, -0.1477, -0.1519, -0.1519, -0.1642, -0.1606, -0.1523, -0.1279, -0.1285, -0.156, -0.1403, -0.1321, -0.1537, -0.1477, -0.0953, -0.1135, -0.0942, -0.0979, -0.0991, -0.1146, -0.1166, -0.1184, -0.0955, -0.1004, -0.0936, -0.0833, -0.0613, -0.0568, -0.0792, -0.0721, -0.0473, -0.0393, -0.0818, -0.0538, -0.0445, -0.0505, -0.0726, -0.072, -0.049, 0.0, -0.0342, -0.0202, -0.0057, 0.0273, 0.0471, 0.0627, 0.0283, 0.0194, 0.014, -0.0143, 0.002, -0.0059, -0.0122, -0.009, -0.0094, 0.0262, 0.005, 0.0103, 0.0081, 0.0051, 0.0107, -0.0046, 0.0282, 0.0479, 0.0678, 0.0832, 0.0832, 0.0911, 0.0897, 0.0898, 0.1149, 0.0929, 0.0741, 0.0801, 0.0755, 0.1132, 0.1248, 0.118, 0.0984, 0.0995, 0.123, 0.135, 0.133, 0.1426, 0.152, 0.1402, 0.1402, 0.1407, 0.1239, 0.1119, 0.1048, 0.1048, 0.1479, 0.1204, 0.1263, 0.0943, 0.1225, 0.1037, 0.1042, 0.1074, 0.1136, 0.1417, 0.1318, 0.1318, 0.1202, 0.1725, 0.1659, 0.1822, 0.1301, 0.1453, 0.137, 0.1865, 0.1708, 0.2163, 0.2581, 0.2967, 0.2585, 0.3196, 0.322, 0.3113, 0.3417, 0.3008, 0.2498, 0.2498, 0.2514, 0.2567, 0.2426, 0.2609, 0.278, 0.2445, 0.2488, 0.2553, 0.2592, 0.3139, 0.2874, 0.2643, 0.2387, 0.1841, 0.189, 0.1879, 0.2014, 0.1417, 0.1123, 0.1363, 0.1256, 0.1003, 0.0925, 0.069, 0.0865, 0.1065, 0.1311, 0.1372, 0.1148, 0.12, 0.1773, 0.1959, 0.1786, 0.1786, 0.1546, 0.1589, 0.2267, 0.2427, 0.2464, 0.2784, 0.2773, 0.2695]}
{"unit_id": "reply:1987111795270504696", "ticker_idx": 0, "ts": "2025-11-08T10:55:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That 2 GW of power-ready capacity is a strategic moat. Hyperscalers are starving for this exact scale, making Sweetwater a magnet for a transformative deal. The $36B potential is clear for $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long IREN: 2 GW power-ready capacity at Sweetwater is a strategic moat with $36B deal potential for hyperscalers.", "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": "@HyperTechInvest That 2 GW of power-ready capacity is a strategic moat. Hyperscalers are starving for this exact scale, making Sweetwater a magnet for a transformative deal. The $36B potential is clear for $IREN", "reply_text": null, "parent_text": "A few months ago, I changed my mind on $IREN\n\nToday, I still believe $IREN is one of the best opportunities\n\n2 GW of approved capacity in their Sweetwater data center is massive\n\nA deal for that capacity could be an industry game changer\n\nEven if they only did colocation, at $2 https://t.co/QsEedGQ0OC", "quoted_text": null, "parent_author": "HyperTechInvest", "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209384265544492, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364526278125457, "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": -0.04865784300963738, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892368049106323, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.22388691571253005, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603956609460384, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841049192528178, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816623971121039, "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": -0.22388691571253005, "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": "orig:2016131441642315827", "ticker_idx": 0, "ts": "2026-01-27T12:49:28+00:00", "symbol": "NEE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NEE effectively demonstrated it is capitalizing on the surging need for reliable, clean electricity across the US economy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NEE: best-ever renewables year, nuclear restart deal with Google, extended growth forecasts through 2035 capitalizing on clean energy demand.", "resolved_tickers": ["NEE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Regulated Electric", "unit_kind": "original", "lang": "en", "tweet_text": "$NEE with a mixed Q4 again. They have beaten the EPS estimates but missed revenue estimates again. Stock is currently flat after these earnings. \n\nA standout highlight was the agreement to restart the Duane Arnold nuclear plant to supply carbon-free power for $GOOGL, signaling massive demand from the tech sector. \n\nThe company’s renewables business had its best year ever, adding 13.5 gigawatts of new projects to its development pipeline. Simultaneously, its Florida utility secured a stable four-year rate plan to fund up to $100 billion in infrastructure upgrades. \n\nWith extended growth forecasts through 2035, $NEE effectively demonstrated it is capitalizing on the surging need for reliable, clean electricity across the US economy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019277076128553672, "ret_signed_m1d": -0.019277076128553672, "alpha_spy_m1d": -0.015308633107000036, "alpha_c_m1d": -0.015308633107000036, "bench_spy_m1d": -0.003968443021553636, "bench_c_m1d": -0.003968443021553636, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004819291228579159, "ret_signed_p1d": 0.004819291228579159, "alpha_spy_p1d": 0.004919955808904031, "alpha_c_p1d": 0.004919955808904031, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.0001006645803248718, "ret_p1w": 0.0191624537082129, "ret_signed_p1w": 0.0191624537082129, "alpha_spy_p1w": 0.027731912092187283, "alpha_c_p1w": 0.027731912092187283, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.008569458383974382, "ret_p1m": 0.09133684457350744, "ret_signed_p1m": 0.09133684457350744, "alpha_spy_p1m": 0.09470130011311195, "alpha_c_p1m": 0.09470130011311195, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": -0.003364455539604516, "ret_p3m": 0.10074218683063862, "ret_signed_p3m": 0.10074218683063862, "alpha_spy_p3m": 0.0714105925860058, "alpha_c_p3m": 0.0714105925860058, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.02933159424463283, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09133684457350744, "alpha_spy_stated": 0.09470130011311195, "alpha_c_stated": 0.09470130011311195, "price_path": [-0.0695, -0.0723, -0.0679, -0.069, -0.0638, -0.0654, -0.0434, -0.0339, -0.0226, -0.0211, -0.0427, -0.044, -0.0227, -0.0353, -0.0396, -0.0392, -0.0421, -0.0335, -0.0266, -0.0185, -0.0185, -0.0099, -0.0287, -0.0295, -0.0252, -0.0431, -0.0461, -0.0757, -0.0862, -0.0675, -0.0682, -0.0631, -0.0631, -0.0669, -0.0787, -0.0723, -0.0873, -0.0816, -0.0845, -0.0769, -0.0769, -0.0773, -0.0789, -0.076, -0.0788, -0.0788, -0.0714, -0.0669, -0.07, -0.1007, -0.0879, -0.0833, -0.0692, -0.0632, -0.0593, -0.0569, -0.0404, -0.0404, -0.0418, -0.0379, -0.0239, -0.0269, -0.0193, 0.0, 0.0048, 0.0118, 0.0086, -0.0094, 0.0192, 0.0324, 0.0236, 0.0266, 0.0267, 0.0422, 0.0483, 0.0548, 0.0763, 0.0763, 0.0638, 0.0467, 0.0515, 0.0577, 0.0793, 0.0979, 0.0913, 0.0555, 0.0833, 0.0711, 0.0697, 0.0698, 0.0528, 0.0515, 0.063, 0.0575, 0.0589, 0.0597, 0.0719, 0.0723, 0.069, 0.0508, 0.0676, 0.034, 0.0424, 0.0585, 0.0531, 0.0531, 0.0559, 0.0634, 0.073, 0.0727, 0.0761, 0.0761, 0.0713, 0.0821, 0.0879, 0.0915, 0.0869, 0.0663, 0.0549, 0.0541, 0.0609, 0.0626, 0.063, 0.0467, 0.0397, 0.1119, 0.1007, 0.0955, 0.115, 0.0879, 0.1308, 0.12, 0.1034, 0.1123, 0.102, 0.0781, 0.0756, 0.0957, 0.0928, 0.0958, 0.1054, 0.0786, 0.0287, 0.0404, 0.0198, 0.0362, 0.023, 0.023, 0.0126, 0.0126, 0.008, 0.0052, -0.0335, -0.0102, -0.0229, -0.0102, -0.0011, -0.0223, -0.0128, -0.0094, -0.0127, 0.0007, 0.0022, 0.0035, -0.0023, 0.0095, 0.0095, 0.0017, 0.0058, 0.0197, 0.0206, 0.0306, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026426064751473052", "ticker_idx": 0, "ts": "2026-02-24T22:36:37+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As an $TMDX shareholder, I'm really happy about last quarter. I just went through the whole report and here are my thoughts on Q4 and 2025 in general for Transmedics.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long TMDX as shareholder; bullish on sticky NOP scaling, aviation moat, kidney TAM expansion in 2026, and European NOP rollout.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "quote", "lang": "en", "tweet_text": "As an $TMDX shareholder, I'm really happy about last quarter. I just went through the whole report and here are my thoughts on Q4 and 2025 in general for Transmedics. \n\n1. The National OCS Program (NOP) is highly sticky and scaling\n\nThe core thesis for TransMedics is that transplant centers don't just want a machine, they want a turnkey service. The numbers prove this out. Q4 revenue hit $160.8 million (up 32% YoY), driving full-year case volumes to 5,139 which is a massive 38% increase. This growth is primarily fueled by the utilization of the Organ Care System (OCS) for Liver and Heart, seamlessly bundled with their NOP logistics.\n\n2. Widening the Aviation and Logistics Moat\n\n$TMDX isn't just selling boxes, they are controlling the entire chain of custody for highly perishable assets. They ended 2025 with 22 owned aircraft. This in-house fleet removes reliance on fractured third-party charters, ensuring organs get to patients faster while capturing the logistics revenue. \n\nFurthermore, securing a long-term lease for a new global headquarters and adjacent land in Somerville, Mass., signals they are building out a fully integrated campus to scale this operation over the next decade.\n\n3. Setting the Stage for Massive TAM Expansion (Kidney)\n\nWhile heart, lung, and liver are driving current revenues, kidney transplants represent the largest market by volume. Management explicitly noted they are preparing for the clinical launch of the OCS Kidney program in 2026. Securing FDA approval for the OCS Enhance Heart and Denovo Lung trials also proves their regulatory engine continues to hum, setting up the next generation of clinical indications.\n\n4. Aggressive European Restructuring\n\nThe US playbook is working, and now they are exporting it. Appointing Tamer Khayal, M.D., to the new role of SVP of International specifically to drive the NOP model across Europe shows a strategic pivot. Historically, European adoption of OCS was held back by the lack of the turnkey NOP service model.\n\nReplicating their logistics success in Europe opens up a massive, underpenetrated secondary market.", "reply_text": null, "parent_text": null, "quoted_text": "$TMDX delivered a stellar report, sending the stock up 9%. \n\nTheir organ-in-a-box tech and in-house aviation network are transforming transplant logistics. 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{"unit_id": "quote:1999125450388324606", "ticker_idx": 0, "ts": "2025-12-11T14:33:43+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is my highest conviction stock since I bought them at $4 earlier this year. I believe there is still much more room to run.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Highest-conviction long on PL; believes much more upside remains after post-earnings 20% pop.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "What a lovely morning for $PL https://t.co/MzulwZaLWP", "reply_text": null, "parent_text": null, "quoted_text": "$PL now up 20% after earnings tonight. It is my highest conviction stock since I bought them at $4 earlier this year. I believe there is still much more room to run. \n\nIf you want to know more about $PL 👇", "parent_author": null, "ret_m1d": -0.25930165489522083, "ret_signed_m1d": -0.25930165489522083, "alpha_spy_m1d": -0.25698011097117757, "alpha_c_m1d": -0.2487140371326375, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.010587617762583323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044075586034800995, "ret_signed_p1d": 0.044075586034800995, "alpha_spy_p1d": 0.05482757231306368, "alpha_c_p1d": 0.050352061056198605, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.0062764750213976095, "ret_p1w": 0.001144845938739314, "ret_signed_p1w": 0.001144845938739314, "alpha_spy_p1w": 0.01957289334688439, "alpha_c_p1w": 0.02143265684840223, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.020287810909662918, "ret_p1m": 0.2999427577030631, "ret_signed_p1m": 0.2999427577030631, "alpha_spy_p1m": 0.28985683789643035, "alpha_c_p1m": 0.26979871758296126, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.030144040120101856, "ret_p3m": 0.45392104275092304, "ret_signed_p3m": 0.45392104275092304, "alpha_spy_p3m": 0.46841528854025605, "alpha_c_p3m": 0.3723111565245356, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.08160988622638743, "ret_p6m": 0.8443046644010668, "ret_signed_p6m": 0.8443046644010668, "alpha_spy_p6m": 0.7680105407343383, "alpha_c_p6m": 0.7331167225245492, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.1111879418765176, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2999427577030631, "alpha_spy_stated": 0.28985683789643035, "alpha_c_stated": 0.26979871758296126, "price_path": [-0.4356, -0.4419, -0.4144, -0.3927, -0.3641, -0.3641, -0.3102, -0.3171, -0.3154, -0.3017, -0.2679, -0.257, -0.2118, -0.15, -0.1236, -0.1276, -0.1025, -0.107, -0.1036, -0.1586, -0.1271, -0.154, -0.1362, -0.2427, -0.2496, -0.2238, -0.261, -0.2845, -0.2587, -0.221, -0.2381, -0.265, -0.2616, -0.2639, -0.2301, -0.245, -0.273, -0.2416, -0.2868, -0.2667, -0.2335, -0.2862, -0.2879, -0.3469, -0.3475, -0.3583, -0.3446, -0.3251, -0.3572, -0.3612, -0.3394, -0.3286, -0.3291, -0.3291, -0.3188, -0.3303, -0.3263, -0.3125, -0.2593, -0.269, -0.2587, -0.265, -0.2593, 0.0, 0.0441, 0.0332, 0.0235, -0.0572, 0.0011, 0.0979, 0.1792, 0.1866, 0.1631, 0.1631, 0.1082, 0.1374, 0.1299, 0.1288, 0.1288, 0.1683, 0.2244, 0.2501, 0.2942, 0.2845, 0.2999, 0.4562, 0.4493, 0.5301, 0.6188, 0.6474, 0.6474, 0.6027, 0.51, 0.4917, 0.5421, 0.4808, 0.6068, 0.5959, 0.5083, 0.4293, 0.308, 0.3709, 0.2461, 0.1694, 0.2742, 0.3749, 0.3045, 0.2393, 0.2192, 0.2833, 0.2833, 0.2713, 0.3589, 0.4373, 0.3681, 0.3612, 0.4144, 0.4098, 0.4654, 0.3818, 0.5089, 0.4482, 0.4883, 0.4076, 0.4471, 0.478, 0.4539, 0.4562, 0.4293, 0.419, 0.4081, 0.5501, 0.4201, 0.5432, 0.9365, 0.9359, 0.822, 1.0246, 0.8546, 0.7665, 0.5965, 0.5999, 0.7579, 1.0538, 1.0538, 1.0046, 1.0132, 1.0922, 0.9594, 0.9845, 0.9645, 0.9422, 0.9697, 1.2833, 1.2026, 1.1465, 1.1769, 1.2593, 1.1918, 1.0286, 1.0292, 1.0052, 0.9508, 1.1162, 1.1122, 1.2061, 1.1254, 1.2719, 1.0172, 1.2347, 1.395, 1.3286, 1.332, 1.4637, 1.3824, 1.3818, 1.3807, 1.4419, 1.4316, 1.5386, 1.5386, 1.7659, 1.8895, 1.9422, 1.9273, 1.6594, 1.7527, 1.4688, 1.4917, 0.8443]}
{"unit_id": "orig:2026046377034486159", "ticker_idx": 0, "ts": "2026-02-23T21:27:53+00:00", "symbol": "BWXT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their massive $7.3 billion backlog, a 50% jump from last year, which guarantees a highly visible pipeline of future work... management issuing a highly optimistic profit forecast for 2026, the market clearly agrees this growth engine has plenty of runway left", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long BWXT on record backlog ($7.3B, +50% YoY), successful acquisitions, and optimistic 2026 profit guidance with visible runway ahead.", "resolved_tickers": ["BWXT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$BWXT shares climbed 5% following a blockbuster report that proves their strategy is paying off. \n\nThe company delivered a record year, fueled by booming demand in both national security and commercial nuclear power. The standout metric is their massive $7.3 billion backlog, a 50% jump from last year, which guarantees a highly visible pipeline of future work. \n\nFurthermore, recent acquisitions are successfully expanding their scale and driving fresh revenue across the board. 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{"unit_id": "reply:2004947808038817888", "ticker_idx": 0, "ts": "2025-12-27T16:09:42+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is my go to pick for 2026", "tweet_type": "prediction", "timeline": "years", "summary": "Names HIMS as top pick for 2026; decisive long stance.", "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": "@moninvestor $HIMS is my go to pick for 2026", "reply_text": null, "parent_text": "Given the amount of negative coverage this stock has received, you would think it would have collapsed by now.\n\nBut $HIMS is up 36% YTD. It was up more than 150% at four different points this year. \n\nYou can be a long-term investor and take advantage of the volatility, or you can https://t.co/fKn8Iqk155", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.006158443066479835, "ret_signed_m1d": 0.006158443066479835, "alpha_spy_m1d": 0.002582044513738335, "alpha_c_m1d": 0.002582044513738335, "bench_spy_m1d": 0.0035763985527415, "bench_c_m1d": 0.0035763985527415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03108497378374353, "ret_signed_p1d": -0.03108497378374353, "alpha_spy_p1d": -0.02986384937517128, "alpha_c_p1d": -0.02986384937517128, "bench_spy_p1d": -0.0012211244085722495, "bench_c_p1d": -0.0012211244085722495, "ret_p1w": 0.017888581749189836, "ret_signed_p1w": 0.017888581749189836, "alpha_spy_p1w": 0.018077606705122706, "alpha_c_p1w": 0.018077606705122706, "bench_spy_p1w": -0.0001890249559328705, "bench_c_p1w": -0.0001890249559328705, "ret_p1m": -0.12961872043189981, "ret_signed_p1m": -0.12961872043189981, "alpha_spy_p1m": -0.14072578759240428, "alpha_c_p1m": -0.14072578759240428, "bench_spy_p1m": 0.011107067160504469, "bench_c_p1m": 0.011107067160504469, "ret_p3m": -0.38826974944933, "ret_signed_p3m": -0.38826974944933, "alpha_spy_p3m": -0.32866631827618, "alpha_c_p3m": -0.32866631827618, "bench_spy_p3m": -0.059603431173150034, "bench_c_p3m": -0.059603431173150034, "ret_p6m": -0.0334310686410616, "ret_signed_p6m": -0.0334310686410616, "alpha_spy_p6m": -0.10558124312563633, "alpha_c_p6m": -0.10558124312563633, "bench_spy_p6m": 0.07215017448457473, "bench_c_p6m": 0.07215017448457473, "ret_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": [0.6513, 0.6971, 0.5408, 0.6059, 0.7, 0.7059, 0.7082, 0.5821, 0.605, 0.5842, 0.8405, 0.7346, 0.4598, 0.5062, 0.4475, 0.3918, 0.422, 0.4305, 0.4144, 0.3818, 0.3674, 0.2921, 0.3331, 0.3018, 0.2548, 0.2824, 0.2176, 0.2032, 0.2038, 0.1657, 0.1443, 0.0572, 0.0845, 0.0434, 0.0633, 0.0507, -0.0141, 0.0179, 0.1079, 0.0877, 0.1261, 0.1261, 0.166, 0.1, 0.0648, 0.0871, 0.1736, 0.1496, 0.1472, 0.1677, 0.1109, 0.1076, 0.0912, 0.063, 0.0809, 0.0255, 0.0196, 0.0428, 0.0279, 0.0205, 0.0167, 0.0167, 0.0062, 0.0, -0.0311, -0.0478, -0.0478, -0.0202, 0.0179, 0.0399, 0.0399, -0.0067, -0.0707, -0.0516, -0.0557, -0.0815, -0.0842, -0.0798, -0.0798, -0.1065, -0.1528, -0.105, -0.1314, -0.112, -0.1296, -0.1592, -0.124, -0.2056, -0.2246, -0.251, -0.2845, -0.3114, -0.3249, -0.4331, -0.4944, -0.5106, -0.5367, -0.522, -0.522, -0.5229, -0.5355, -0.5361, -0.5416, -0.5452, -0.5466, -0.5361, -0.5425, -0.5742, -0.5167, -0.5361, -0.5176, -0.5343, -0.5384, -0.3501, -0.3117, -0.2411, -0.3009, -0.2736, -0.2704, -0.2674, -0.3211, -0.2915, -0.3543, -0.3413, -0.3742, -0.3889, -0.3883, -0.4317, -0.4493, -0.3912, -0.4182, -0.4387, -0.4387, -0.4038, -0.4282, -0.4314, -0.4208, -0.4302, -0.3798, -0.3736, -0.2877, -0.2085, -0.1548, -0.0906, -0.1273, -0.1493, -0.1745, -0.1038, -0.1381, -0.1815, -0.2279, -0.2032, -0.1962, -0.2003, -0.2279, -0.2117, -0.2478, -0.171, -0.1455, -0.266, -0.2921, -0.2891, -0.2654, -0.3463, -0.3419, -0.3243, -0.2959, -0.3035, -0.3035, -0.3006, -0.261, -0.2557, -0.2331, -0.1859, -0.1933, -0.1933, -0.1786, -0.232, -0.2032, -0.1501, -0.1853, -0.1534, -0.2135, -0.1152, -0.0771, -0.0648, 0.0402, 0.0402, -0.0164, -0.0334]}
{"unit_id": "orig:2024570575214240180", "ticker_idx": 0, "ts": "2026-02-19T19:43:34+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 valued like a dead company at the moment. I believe those acquisitions can be a major lever for the company and the upside is greater than the risks at these levels. I'm confident to add.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long HIMS: valued like a dead company despite major acquisitions; upside outweighs risks, adding to position.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "$HIMS market cap: $3.6B\n\n$HIMS latest acquisitions\n- Eucalyptus: $1.15B - expand global dogital health footprint\n- YourBio Health: ~$100M - integrate painless needle blood testing\n-Zava: $265M - Expand European operations\n- MedisourceRx: ~$31M - Bolster drug manufacturing capabilities \n\nYes, every acquisition includes risks but $HIMS is valued like a dead company at the moment. \n\nI believe those acquisitions can be a major lever for the company and the upside is greater than the risks at these levels. I’m confident to add.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0012642514633054436, "ret_signed_m1d": 0.0012642514633054436, "alpha_spy_m1d": -0.001380156719147374, "alpha_c_m1d": -0.001380156719147374, "bench_spy_m1d": 0.0026444081824528176, "bench_c_m1d": 0.0026444081824528176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012010087487262289, "ret_signed_p1d": -0.012010087487262289, "alpha_spy_p1d": -0.01924202706864453, "alpha_c_p1d": -0.01924202706864453, "bench_spy_p1d": 0.007231939581382241, "bench_c_p1d": 0.007231939581382241, "ret_p1w": -0.013906404399392502, "ret_signed_p1w": -0.013906404399392502, "alpha_spy_p1w": -0.020948298713247104, "alpha_c_p1w": -0.020948298713247104, "bench_spy_p1w": 0.007041894313854602, "bench_c_p1w": 0.007041894313854602, "ret_p1m": 0.39190903176615666, "ret_signed_p1m": 0.39190903176615666, "alpha_spy_p1m": 0.4417843504169392, "alpha_c_p1m": 0.4417843504169392, "bench_spy_p1m": -0.04987531865078254, "bench_c_p1m": -0.04987531865078254, "ret_p3m": 0.4184577096672919, "ret_signed_p3m": 0.4184577096672919, "alpha_spy_p3m": 0.34357763316152146, "alpha_c_p3m": 0.34357763316152146, "bench_spy_p3m": 0.07488007650577044, "bench_c_p3m": 0.07488007650577044, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.39190903176615666, "alpha_spy_stated": 0.4417843504169392, "alpha_c_stated": 0.4417843504169392, "price_path": [1.3881, 1.3445, 1.4273, 1.4273, 1.5133, 1.371, 1.2952, 1.3432, 1.5297, 1.4779, 1.4728, 1.5171, 1.3944, 1.3875, 1.3521, 1.2914, 1.33, 1.2105, 1.1979, 1.2478, 1.2155, 1.1997, 1.1915, 1.1915, 1.1688, 1.1555, 1.0885, 1.0525, 1.0525, 1.1119, 1.1941, 1.2415, 1.2415, 1.141, 1.0032, 1.0442, 1.0354, 0.9798, 0.9741, 0.9836, 0.9836, 0.926, 0.8262, 0.9292, 0.8723, 0.914, 0.8761, 0.8123, 0.8881, 0.7124, 0.6713, 0.6144, 0.5424, 0.4842, 0.4551, 0.2219, 0.0898, 0.055, -0.0013, 0.0303, 0.0303, 0.0284, 0.0013, 0.0, -0.012, -0.0196, -0.0228, 0.0, -0.0139, -0.0822, 0.0417, 0.0, 0.0398, 0.0038, -0.0051, 0.4008, 0.4836, 0.6359, 0.507, 0.5657, 0.5727, 0.579, 0.4633, 0.5272, 0.3919, 0.4197, 0.3489, 0.3173, 0.3186, 0.225, 0.1871, 0.3123, 0.2541, 0.2099, 0.2099, 0.2851, 0.2326, 0.2257, 0.2484, 0.2282, 0.3369, 0.3502, 0.5354, 0.7061, 0.8217, 0.9602, 0.8812, 0.8338, 0.7794, 0.9317, 0.8578, 0.7642, 0.6643, 0.7174, 0.7326, 0.7238, 0.6643, 0.6991, 0.6214, 0.787, 0.842, 0.5822, 0.5259, 0.5322, 0.5834, 0.409, 0.4185, 0.4564, 0.5177, 0.5013, 0.5013, 0.5076, 0.5929, 0.6043, 0.653, 0.7547, 0.7389, 0.7389, 0.7705, 0.6555, 0.7174, 0.8319, 0.756, 0.8249, 0.6953, 0.9071, 0.9893, 1.0158, 1.2421, 1.2421, 1.1201, 1.0834, 1.067, 1.0676, 1.1454, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2028908273177420222", "ticker_idx": 0, "ts": "2026-03-03T19:00:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "long term bulls shouldn't worry at all", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish PLTR long-term; advises holders not to worry.", "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": "@jrouldz Well done but long term bulls shouldn’t worry at all", "reply_text": null, "parent_text": "$PLTR\n\nlaugh at technicals all you want but I did call the head & shoulders top AND THEN the support zone bottom\n\nmaybe just another coincidence 😆 but joke is on me because I didn't actually trade these setups...just holding long 😅 https://t.co/Yfisja1u4B", "quoted_text": null, "parent_author": "jrouldz", "ret_m1d": -0.013924759100392703, "ret_signed_m1d": -0.013924759100392703, "alpha_spy_m1d": -0.02281748210053569, "alpha_c_m1d": -0.02281748210053569, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04055156345062971, "ret_signed_p1d": 0.04055156345062971, "alpha_spy_p1d": 0.03349629768313522, "alpha_c_p1d": 0.03349629768313522, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": 0.0266268043502369, "ret_signed_p1w": 0.0266268043502369, "alpha_spy_p1w": 0.031257019802537034, "alpha_c_p1w": 0.031257019802537034, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.004958536350265996, "ret_signed_p1m": -0.004958536350265996, "alpha_spy_p1m": 0.029290429048483335, "alpha_c_p1m": 0.029290429048483335, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.0633065615279933, "ret_signed_p3m": 0.0633065615279933, "alpha_spy_p3m": -0.05166100811396279, "alpha_c_p3m": -0.05166100811396279, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004958536350265996, "alpha_spy_stated": 0.029290429048483335, "alpha_c_stated": 0.029290429048483335, "price_path": [0.2085, 0.2346, 0.2328, 0.2352, 0.2764, 0.2739, 0.2469, 0.2447, 0.2753, 0.2043, 0.2613, 0.3135, 0.3176, 0.3186, 0.3189, 0.3189, 0.2818, 0.2511, 0.2284, 0.2074, 0.2074, 0.1402, 0.1822, 0.2207, 0.2341, 0.2013, 0.2056, 0.2187, 0.2156, 0.2118, 0.2028, 0.1613, 0.1613, 0.1447, 0.123, 0.1269, 0.152, 0.1375, 0.1255, 0.0688, 0.0315, -0.0043, 0.0037, 0.0724, -0.0522, -0.1169, -0.0769, -0.0293, -0.0524, -0.0784, -0.1229, -0.1074, -0.1074, -0.0965, -0.0804, -0.0838, -0.0814, -0.1129, -0.1248, -0.0885, -0.0766, -0.0681, -0.0139, 0.0, 0.0406, 0.037, 0.0675, 0.0626, 0.0266, 0.0298, 0.0427, 0.0253, 0.0374, 0.0534, 0.0377, 0.0575, 0.0235, 0.0925, 0.0514, 0.0526, 0.0023, -0.0283, -0.0657, -0.0064, -0.005, 0.0084, 0.0084, 0.0048, 0.0194, -0.0439, -0.1136, -0.1301, -0.1009, -0.0783, -0.0344, -0.0303, -0.0056, -0.009, -0.0085, 0.0367, -0.0384, -0.0281, -0.028, -0.041, -0.0628, -0.0551, -0.0214, -0.0081, -0.0768, -0.0912, -0.0691, -0.064, -0.0702, -0.0762, -0.1166, -0.0916, -0.0899, -0.0821, -0.0812, -0.0684, -0.0666, -0.0702, -0.0702, -0.0721, -0.0999, -0.0264, 0.0633, 0.0912, 0.0336, -0.0341, -0.0375, -0.0794, -0.073, -0.1029, -0.1155, -0.1096, -0.1306, -0.085, -0.0949, -0.1127, -0.1274, -0.1274, -0.1883, -0.2073, -0.229, -0.2714, -0.2329, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2002118725130936601", "ticker_idx": 0, "ts": "2025-12-19T20:47:56+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cipher has effectively transformed into a high-growth infrastructure play, locking in 15-year and 10-year leases with Tier-1 hyperscalers like AWS and Fluidstack (backed by $GOOGL). They will be leveraging their multi-gigawatt power portfolio to serve the insatiable demand for AI compute. Today's price action likely reflects a \"sum-of-the-parts\" re-rating, where investors are realizing the company's power assets are trading at a discount relative to pure-play data center REITs", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CIFR: transformed into high-growth AI infrastructure play with hyperscaler leases; power assets seen as undervalued vs data-center REITs.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR with a strong 7% move today. \n\nThe analytical case here is straightforward: Cipher has effectively transformed into a high-growth infrastructure play, locking in 15-year and 10-year leases with Tier-1 hyperscalers like AWS and Fluidstack (backed by $GOOGL). \n\nThey will be leveraging their multi-gigawatt power portfolio to serve the insatiable demand for AI compute.  Today's price action likely reflects a \"sum-of-the-parts\" re-rating, where investors are realizing the company's power assets are trading at a discount relative to pure-play data center REITs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06539170424492757, "ret_signed_m1d": -0.06539170424492757, "alpha_spy_m1d": -0.05640960731278588, "alpha_c_m1d": -0.04422973296976285, "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": 0.008019807245995603, "ret_signed_p1d": 0.008019807245995603, "alpha_spy_p1d": 0.0017899132392111827, "alpha_c_p1d": 0.0026244056054451903, "bench_spy_p1d": 0.00622989400678442, "bench_c_p1d": 0.005395401640550412, "ret_p1w": -0.06292409387403353, "ret_signed_p1w": -0.06292409387403353, "alpha_spy_p1w": -0.07720576142753821, "alpha_c_p1w": -0.0778081686989992, "bench_spy_p1w": 0.014281667553504684, "bench_c_p1w": 0.014884074824965676, "ret_p1m": 0.15977793330468582, "ret_signed_p1m": 0.15977793330468582, "alpha_spy_p1m": 0.1435127358739976, "alpha_c_p1m": 0.15119665124207615, "bench_spy_p1m": 0.016265197430688216, "bench_c_p1m": 0.008581282062609663, "ret_p3m": -0.09500302869565591, "ret_signed_p3m": -0.09500302869565591, "alpha_spy_p3m": -0.06685089670531563, "alpha_c_p3m": -0.05053037549355055, "bench_spy_p3m": -0.02815213199034028, "bench_c_p3m": -0.04447265320210536, "ret_p6m": 0.60579902262791, "ret_signed_p6m": 0.60579902262791, "alpha_spy_p6m": 0.4936883380364778, "alpha_c_p6m": 0.2757871751615759, "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": 0.15977793330468582, "alpha_spy_stated": 0.1435127358739976, "alpha_c_stated": 0.15119665124207615, "price_path": [-0.1271, -0.1277, -0.2807, -0.2924, -0.2196, -0.2233, -0.2227, -0.1481, -0.0932, -0.0537, -0.0284, 0.0857, 0.1098, 0.0469, 0.2548, 0.2887, 0.2973, 0.1548, 0.1573, 0.2283, 0.1151, -0.0062, 0.0645, 0.2745, 0.2671, 0.2313, 0.2085, 0.1764, 0.1505, 0.4041, 0.3886, 0.5244, 0.3393, 0.2764, 0.2122, 0.1518, 0.0722, -0.079, -0.1141, -0.1147, -0.1006, -0.0981, -0.1018, -0.1271, 0.0308, 0.0808, 0.1814, 0.1814, 0.2554, 0.2147, 0.0882, 0.1493, 0.2233, 0.1894, 0.2017, 0.2067, 0.14, 0.1647, 0.0518, -0.0907, -0.0753, -0.1123, -0.0654, 0.0, 0.008, -0.0185, 0.0006, 0.0006, -0.0629, -0.0697, -0.0999, -0.0895, -0.0895, -0.0006, 0.1203, 0.082, -0.008, 0.021, 0.0259, 0.0907, 0.1258, 0.1184, 0.0808, 0.1598, 0.1598, 0.1055, 0.0932, 0.0728, 0.0839, 0.0173, 0.1567, 0.1703, 0.0919, -0.0154, -0.0247, 0.0031, -0.1209, -0.2165, -0.0913, 0.0339, 0.0549, 0.0043, -0.0068, 0.013, 0.013, -0.0352, -0.0487, -0.0253, -0.0962, -0.0611, 0.0561, 0.0247, 0.0167, -0.0376, -0.0278, -0.0925, -0.0105, -0.0654, -0.1598, -0.1172, -0.1388, -0.1295, -0.1542, -0.1314, -0.066, -0.0691, -0.095, -0.0969, -0.1357, -0.0814, -0.082, -0.0204, -0.1147, -0.1521, -0.2588, -0.206, -0.2202, -0.2091, -0.2091, -0.1764, -0.1357, -0.0487, 0.0093, 0.0197, 0.0956, 0.1382, 0.1104, 0.0697, 0.1949, 0.19, 0.1129, 0.1993, 0.153, 0.1228, 0.1203, 0.0648, 0.0438, 0.0944, 0.0512, 0.1036, 0.3634, 0.3516, 0.2761, 0.2677, 0.2511, 0.2375, 0.3103, 0.3751, 0.2542, 0.1795, 0.1598, 0.2017, 0.3276, 0.3553, 0.3553, 0.4201, 0.5521, 0.517, 0.459, 0.4812, 0.6218, 0.6188, 0.5762, 0.3849, 0.4985, 0.421, 0.2967, 0.3961, 0.5114, 0.6058]}
{"unit_id": "reply:1979228072441225232", "ticker_idx": 0, "ts": "2025-10-17T16:48:39+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 will move to $100 mid-term, $390 long-term!", "tweet_type": "prediction", "timeline": "months", "summary": "Long HIMS with targets of $100 mid-term and $390 long-term.", "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": "@NighthawkTradez $HIMS will move to $100 mid-term, $390 long-term! https://t.co/Zi7S2XlQtW", "reply_text": null, "parent_text": "We are not the same.\n\n$HIMS to $100 https://t.co/sJVDGd2AmX", "quoted_text": null, "parent_author": "NighthawkTradez", "ret_m1d": 0.18822826388816516, "ret_signed_m1d": 0.18822826388816516, "alpha_spy_m1d": 0.19387261685363189, "alpha_c_m1d": 0.19387261685363189, "bench_spy_m1d": -0.005644352965466726, "bench_c_m1d": -0.005644352965466726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031739692040968936, "ret_signed_p1d": 0.031739692040968936, "alpha_spy_p1d": 0.021339191778045663, "alpha_c_p1d": 0.021339191778045663, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": -0.020088389403815965, "ret_signed_p1w": -0.020088389403815965, "alpha_spy_p1w": -0.039444492629079786, "alpha_c_p1w": -0.039444492629079786, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.2852550682292877, "ret_signed_p1m": -0.2852550682292877, "alpha_spy_p1m": -0.28718162883925136, "alpha_c_p1m": -0.28718162883925136, "bench_spy_p1m": 0.0019265606099636567, "bench_c_p1m": 0.0019265606099636567, "ret_p3m": -0.37083165000297325, "ret_signed_p3m": -0.37083165000297325, "alpha_spy_p3m": -0.41299052794235835, "alpha_c_p3m": -0.41299052794235835, "bench_spy_p3m": 0.04215887793938511, "bench_c_p3m": 0.04215887793938511, "ret_p6m": -0.5751305717724043, "ret_signed_p6m": -0.5751305717724043, "alpha_spy_p6m": -0.6136871639229783, "alpha_c_p6m": -0.6136871639229783, "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": -0.2852550682292877, "alpha_spy_stated": -0.28718162883925136, "alpha_c_stated": -0.28718162883925136, "price_path": [0.0046, 0.1655, 0.1515, 0.1581, 0.1788, 0.2107, 0.3164, 0.3294, 0.2565, 0.2726, 0.1153, 0.0271, 0.0255, 0.0434, 0.004, -0.0366, -0.0291, -0.0532, -0.0755, -0.094, -0.1527, -0.1286, -0.1169, -0.1047, -0.1364, -0.089, -0.1159, -0.1137, -0.1493, -0.1493, -0.1657, -0.1069, -0.0335, -0.0275, -0.0028, -0.04, -0.0402, 0.0398, 0.1149, 0.084, 0.0223, 0.0115, 0.129, 0.1615, 0.1591, 0.1249, 0.0697, 0.1022, 0.1732, 0.1876, 0.1394, 0.1312, 0.1625, 0.0554, 0.1, 0.1645, 0.1685, 0.1701, 0.0838, 0.0994, 0.0852, 0.2607, 0.1882, 0.0, 0.0317, -0.0084, -0.0466, -0.0259, -0.0201, -0.0311, -0.0534, -0.0633, -0.1149, -0.0868, -0.1083, -0.1404, -0.1215, -0.1659, -0.1758, -0.1754, -0.2015, -0.2162, -0.2758, -0.2571, -0.2853, -0.2716, -0.2802, -0.3246, -0.3027, -0.2411, -0.2549, -0.2286, -0.2286, -0.2013, -0.2465, -0.2706, -0.2553, -0.1961, -0.2125, -0.2141, -0.2001, -0.2391, -0.2413, -0.2525, -0.2718, -0.2595, -0.2975, -0.3015, -0.2857, -0.2959, -0.3009, -0.3035, -0.3035, -0.3108, -0.315, -0.3363, -0.3477, -0.3477, -0.3288, -0.3027, -0.2877, -0.2877, -0.3196, -0.3634, -0.3503, -0.3532, -0.3708, -0.3726, -0.3696, -0.3696, -0.3879, -0.4196, -0.3869, -0.405, -0.3917, -0.4038, -0.4241, -0.4, -0.4558, -0.4689, -0.4869, -0.5098, -0.5283, -0.5376, -0.6117, -0.6537, -0.6647, -0.6826, -0.6726, -0.6726, -0.6732, -0.6818, -0.6822, -0.686, -0.6884, -0.6894, -0.6822, -0.6866, -0.7083, -0.6689, -0.6822, -0.6695, -0.681, -0.6838, -0.5548, -0.5285, -0.4801, -0.5211, -0.5024, -0.5002, -0.4982, -0.535, -0.5147, -0.5577, -0.5488, -0.5713, -0.5814, -0.581, -0.6107, -0.6227, -0.583, -0.6014, -0.6155, -0.6155, -0.5916, -0.6083, -0.6105, -0.6033, -0.6097, -0.5751]}
{"unit_id": "reply:1983568374568280211", "ticker_idx": 0, "ts": "2025-10-29T16:15:28+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we move to $200 soon!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "PLTR moving to $200 soon.", "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": "@bigbobinvests we move to $200 soon!", "reply_text": null, "parent_text": "$PLTR \n\nHITING ALL TIME HIGH’S \n\nI am up 48% \n\nCongratulation’s to all $PLTR shareholder’s https://t.co/7jFKYdtNlN", "quoted_text": null, "parent_author": "bigbobinvests", "ret_m1d": -0.04632559513192358, "ret_signed_m1d": -0.04632559513192358, "alpha_spy_m1d": -0.04584545513839289, "alpha_c_m1d": -0.04584545513839289, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.0004801399935306927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021427466219753, "ret_signed_p1d": -0.021427466219753, "alpha_spy_p1d": -0.010429368605492817, "alpha_c_p1d": -0.010429368605492817, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.010998097614260183, "ret_p1w": -0.05487653435986761, "ret_signed_p1w": -0.05487653435986761, "alpha_spy_p1w": -0.04060510494559455, "alpha_c_p1w": -0.04060510494559455, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.014271429414273062, "ret_p1m": -0.1661887917703695, "ret_signed_p1m": -0.1661887917703695, "alpha_spy_p1m": -0.15497242428770952, "alpha_c_p1m": -0.15497242428770952, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": -0.15763792929303788, "ret_signed_p3m": -0.15763792929303788, "alpha_spy_p3m": -0.1683841839459328, "alpha_c_p3m": -0.1683841839459328, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.010746254652894915, "ret_p6m": -0.28791303725812434, "ret_signed_p6m": -0.28791303725812434, "alpha_spy_p6m": -0.324419075625097, "alpha_c_p6m": -0.324419075625097, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.03650603836697264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1661887917703695, "alpha_spy_stated": -0.15497242428770952, "alpha_c_stated": -0.15497242428770952, "price_path": [-0.224, -0.1919, -0.1285, -0.0969, -0.0835, -0.0596, -0.0811, -0.0596, -0.0726, -0.0895, -0.1088, -0.1246, -0.2065, -0.2153, -0.2144, -0.2015, -0.2094, -0.1908, -0.2117, -0.2047, -0.2118, -0.2118, -0.2098, -0.2209, -0.2146, -0.2299, -0.2148, -0.1833, -0.1613, -0.1733, -0.1377, -0.1388, -0.1436, -0.1533, -0.1099, -0.0826, -0.098, -0.0818, -0.0968, -0.099, -0.1068, -0.1003, -0.0824, -0.0697, -0.0592, -0.1295, -0.097, -0.0837, -0.0767, -0.0671, -0.1175, -0.1086, -0.0959, -0.0965, -0.1041, -0.1039, -0.0866, -0.087, -0.1173, -0.0922, -0.0713, -0.0484, -0.0463, 0.0, -0.0214, 0.0083, 0.0421, -0.0406, -0.0549, -0.1195, -0.105, -0.0262, -0.0395, -0.0736, -0.1341, -0.1247, -0.1386, -0.1583, -0.1679, -0.2166, -0.2211, -0.1839, -0.1774, -0.1662, -0.1662, -0.1527, -0.1575, -0.1414, -0.1143, -0.1051, -0.0858, -0.0871, -0.0854, -0.0548, -0.0567, -0.0767, -0.0783, -0.0556, -0.1082, -0.066, -0.0273, -0.0243, -0.0235, -0.0233, -0.0233, -0.0508, -0.0736, -0.0904, -0.1059, -0.1059, -0.1557, -0.1246, -0.0961, -0.0862, -0.1104, -0.1072, -0.0976, -0.0998, -0.1027, -0.1094, -0.1401, -0.1401, -0.1523, -0.1684, -0.1655, -0.1469, -0.1576, -0.1665, -0.2085, -0.2362, -0.2627, -0.2568, -0.2059, -0.2981, -0.3461, -0.3164, -0.2812, -0.2983, -0.3175, -0.3505, -0.339, -0.339, -0.3309, -0.319, -0.3215, -0.3198, -0.3431, -0.3519, -0.325, -0.3162, -0.3099, -0.2698, -0.2595, -0.2295, -0.2321, -0.2095, -0.2132, -0.2398, -0.2375, -0.2279, -0.2407, -0.2318, -0.22, -0.2316, -0.2169, -0.2421, -0.191, -0.2215, -0.2206, -0.2578, -0.2804, -0.3081, -0.2642, -0.2632, -0.2533, -0.2533, -0.2559, -0.2452, -0.292, -0.3436, -0.3559, -0.3342, -0.3174, -0.285, -0.2819, -0.2637, -0.2662, -0.2658, -0.2323, -0.2879]}
{"unit_id": "reply:1993278845584388403", "ticker_idx": 0, "ts": "2025-11-25T11:21:24+00:00", "symbol": "MSCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Removing that overhang in one discrete liquidity event is superior to a slow drip. Clear skies ahead.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on MSCI World index inclusion play; overhang cleared in one block = clear skies ahead.", "resolved_tickers": ["MSCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@genZinvest0r If ~22M crossed, they likely maximized the fill. Removing that overhang in one discrete liquidity event is superior to a slow drip. Clear skies ahead.", "reply_text": null, "parent_text": "@Kaizen_Investor Agree. It’s a 4D-chess esque move for sure!\n\nThe only thing I’m torn about is whether they sold all of the shares available under the ATM or only partially utilized it. Initially I was leaning toward partial utilization, but notional reports suggest MSCI World index inflows", "quoted_text": null, "parent_author": "genZinvest0r", "ret_m1d": -0.011227254622161453, "ret_signed_m1d": -0.011227254622161453, "alpha_spy_m1d": -0.0019088824682034211, "alpha_c_m1d": 0.0011442667004540885, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.012371521322615542, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00031965502602360196, "ret_signed_p1d": -0.00031965502602360196, "alpha_spy_p1d": -0.007223145645747664, "alpha_c_p1d": -0.008123233405999741, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.007803578379976139, "ret_p1w": -0.0277659609566403, "ret_signed_p1w": -0.0277659609566403, "alpha_spy_p1w": -0.03741017072020836, "alpha_c_p1w": -0.033475871262339085, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.005709910305698784, "ret_p1m": 0.033450598440966095, "ret_signed_p1m": 0.033450598440966095, "alpha_spy_p1m": 0.007673597908357532, "alpha_c_p1m": -0.030972337649060933, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.06442293609002703, "ret_p3m": -0.029605670675791784, "ret_signed_p3m": -0.029605670675791784, "alpha_spy_p3m": -0.05397119446749865, "alpha_c_p3m": -0.03214579294471387, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.002540122268922085, "ret_p6m": 0.04166418131060312, "ret_signed_p6m": 0.04166418131060312, "alpha_spy_p6m": -0.062704048373732, "alpha_c_p6m": 0.049904880604117796, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": -0.008240699293514675, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.033450598440966095, "alpha_spy_stated": 0.007673597908357532, "alpha_c_stated": -0.030972337649060933, "price_path": [0.0068, 0.0054, 0.0054, -0.0191, -0.0232, -0.0133, -0.0169, 0.0175, 0.0079, -0.0027, 0.0368, 0.0329, 0.0211, 0.0041, 0.0247, -0.0154, -0.0088, 0.006, 0.0075, 0.0031, -0.0001, 0.0013, 0.0075, 0.0048, -0.0214, -0.0069, -0.0081, 0.0002, 0.0078, 0.004, -0.0113, -0.0314, -0.0289, -0.0197, -0.0271, -0.0555, -0.0537, -0.0496, -0.0431, -0.048, -0.0459, -0.0397, -0.0316, 0.0515, 0.005, 0.0327, 0.0422, 0.0291, 0.0181, 0.0128, 0.0278, 0.0322, 0.0217, 0.0349, 0.0285, 0.0153, 0.004, -0.0089, -0.0108, -0.0059, -0.005, -0.0017, -0.0112, 0.0, -0.0003, -0.0003, 0.0014, -0.0058, -0.0278, -0.0308, -0.0392, -0.0438, -0.0462, -0.0457, -0.0439, -0.0236, -0.021, -0.0167, -0.0208, -0.0035, -0.0009, 0.0095, 0.0244, 0.0327, 0.0335, 0.0335, 0.0392, 0.0406, 0.0343, 0.0192, 0.0192, 0.0041, 0.0261, 0.0427, 0.028, 0.0327, 0.0324, 0.0418, 0.0436, 0.0566, 0.0611, 0.0705, 0.0705, 0.0378, 0.0463, 0.0503, 0.0477, 0.0555, 0.0335, 0.0923, 0.0805, 0.0822, 0.1098, 0.033, 0.0144, 0.0053, -0.0091, -0.0063, -0.084, -0.0907, -0.0723, -0.0618, -0.0618, -0.0702, -0.0276, -0.0349, -0.0296, -0.0398, -0.0214, -0.0068, 0.0217, 0.0198, 0.0235, 0.0087, 0.0208, 0.0098, 0.0152, 0.0066, -0.0189, -0.0243, -0.0434, -0.0228, -0.0191, -0.0005, -0.0071, -0.0079, -0.0144, -0.0162, -0.0411, -0.053, -0.0464, -0.0665, -0.0514, -0.0387, -0.0425, -0.0284, -0.0284, -0.025, -0.024, -0.0067, -0.0264, -0.0432, -0.0142, -0.0268, -0.0012, 0.0075, 0.014, 0.0111, 0.0654, 0.0844, 0.0665, 0.057, 0.0541, 0.0608, 0.0667, 0.0548, 0.0502, 0.0385, 0.036, 0.0382, 0.0493, 0.0441, 0.0427, 0.0363, 0.0182, 0.016, 0.0054, 0.0455, 0.034, 0.0417]}
{"unit_id": "orig:2027412055855071715", "ticker_idx": 0, "ts": "2026-02-27T15:54:36+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC is a maturing market leader dealing with the growing pains of a massive global backlog... this is an easy decision for me", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers FLNC over EOSE: FLNC has structural profitability, $5.5B backlog, and $1.1B liquidity vs EOSE's negative margins, near-$1B net loss, and unproven manufacturing.", "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": "original", "lang": "en", "tweet_text": "My take on the production problems at $EOSE and $FLNC, and mainly, why there is a major difference. \n\nThe energy storage sector is experiencing exponential demand right now, driven by utility-scale renewable projects and the rise of power-hungry AI data centers. However, scaling up hardware production remains a capital-intensive and operationally fraught challenge.\n\nBased on the latest quarterly filings from Fluence Energy   and Eos Energy Enterprises, both companies are facing production and margin headwinds. Yet, the nature and severity of these problems are vastly different.\n\nEos Energy: The Automation Struggle\nEos Energy’s Q4 2025 earnings report delivered a harsh reality check, sending the stock plummeting. While the company achieved a record $114.2 million in full-year revenue, it severely missed its Q4 revenue targets, bringing in $58 million against a forecasted $92.8 million.\n\nThe core of Eos's struggle lies in its ambitious initiative to scale its novel aqueous zinc-halide battery manufacturing.\n\nManagement pointed to significant challenges in achieving quality targets on their new automated bipolar production lines.\n\nThe inability to maintain consistent quality off the automated line has resulted in high equipment downtime, isolated supplier non-conformances, extensive product rework, and ultimately, lost revenue that missed Q4 guidance.\n\nWhile $EOSE touted a margin improvement, the reality is that their 2025 gross loss was a massive $143.8 million. It currently costs Eos significantly more to build their batteries than they can sell them for.\n\nFluence Energy: Hiccups on a Profitable Path\nFluence’s Q1 FY2026 earnings also shocked the market, though for entirely different reasons. The company delivered a massive 154% year-over-year revenue surge to $475.2 million but saw its adjusted gross margin shrink to 5.6%, well below its 11%–13% target.\n\nHowever, Fluence’s production and margin issues are tied to discrete contract execution rather than fundamental technology scaling problems.\n\nThe bulk of the margin compression was tied to $20 million in extra, project-specific costs stemming from scope and schedule changes on two non-U.S. projects.\n\n$FLNC has also dealt with a slower-than-expected production ramp at its recently commissioned U.S. manufacturing facilities, but management noted that module production is now running ahead of plan.\n\nManagement noted that corrective actions are already in place, domestic cell supply chains are secured for the year, and they fully expect to recover the discrete contract costs from their customers.\n\nThe fundamental difference\nIf you look at the raw stock reactions, both companies were heavily penalized by the market following their respective earnings calls. However, a deeper look at their financial health shows that Fluence's situation is a temporary operational hurdle, while Eos is fighting a structural battle for survival.\n\nWhen comparing their recent filings directly, the stark contrast in financial health becomes obvious. Fluence generated $475.2 million in revenue over its latest quarter while maintaining a positive 5.6% adjusted gross margin, backed by a robust $1.1 billion in total liquidity.\n\nIn contrast, Eos reported just $58 million in revenue for Q4 2025, falling well short of forecasts, and posted a staggering full-year net loss of $969.6 million. Eos continues to operate with deep negative gross margins and relies heavily on complex financing, equity dilution, and debt to maintain its $625 million cash position.\n\nThe distinction is clear: Fluence's products are structurally profitable. Even with a disappointing quarter, they make a gross profit on what they sell. Eos, on the other hand, is still trying to figure out how to manufacture its proprietary tech at scale without losing money on every unit that rolls off the line.\n\nThe Verdict: Why I Choose Fluence Over EOS Energy\nFor investors weighing the energy storage sector, Fluence offers a much more compelling and de-risked value proposition compared to Eos Energy.\n\nFluence is a battery-agnostic systems integrator relying primarily on proven lithium-ion technology. Their primary challenge is supply chain management and contract execution. Eos is trying to commercialize a totally new zinc-based chemistry via complex, untested automated manufacturing.\n\nFluence is also sitting on a record $5.5 billion backlog, which fully covers the midpoint of their entire $3.4 billion revenue guidance for fiscal 2026. Eos's backlog sits at $701.5 million, and their revenue visibility is constantly threatened by their inability to get functional product out the door on time.\n\nEos's massive 2025 net loss of nearly $1 billion (though largely driven by non-cash items) highlights a highly speculative business model that requires constant capital injections. Fluence operates from a position of strength with $1.1 billion in liquidity and a clear, reaffirmed line of sight toward adjusted EBITDA profitability for the year.\n\nUltimately, $FLNC is a maturing market leader dealing with the growing pains of a massive global backlog. $EOSE is an early-stage speculative play still trying to prove its factory can build a profitable product. With $FLNC at $2.86B market cap and $EOSE at $2B market cap, this is an easy decision for me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.042471094125261954, "ret_signed_m1d": 0.042471094125261954, "alpha_spy_m1d": 0.037645983370168334, "alpha_c_m1d": 0.037645983370168334, "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": -0.02702703200289225, "ret_signed_p1d": -0.02702703200289225, "alpha_spy_p1d": -0.027595644435602695, "alpha_c_p1d": -0.027595644435602695, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.0005686124327104469, "ret_p1w": -0.04890606375466244, "ret_signed_p1w": -0.04890606375466244, "alpha_spy_p1w": -0.029066167913511798, "alpha_c_p1w": -0.029066167913511798, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.019839895841150645, "ret_p1m": -0.16344916139563181, "ret_signed_p1m": -0.16344916139563181, "alpha_spy_p1m": -0.08721761726090438, "alpha_c_p1m": -0.08721761726090438, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": 0.3655083246746782, "ret_signed_p3m": 0.3655083246746782, "alpha_spy_p3m": 0.26853964522852825, "alpha_c_p3m": 0.26853964522852825, "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": -0.16344916139563181, "alpha_spy_stated": -0.08721761726090438, "alpha_c_stated": -0.08721761726090438, "price_path": [0.2844, 0.2773, 0.5019, 0.5418, 0.471, 0.5405, 0.5322, 0.6596, 0.4279, 0.3848, 0.3713, 0.195, 0.2426, 0.2844, 0.316, 0.2658, 0.2761, 0.2761, 0.3005, 0.2851, 0.278, 0.2728, 0.2728, 0.4807, 0.4318, 0.4048, 0.323, 0.3629, 0.4929, 0.4981, 0.5328, 0.4575, 0.6409, 0.7426, 0.7426, 0.6416, 0.695, 0.7548, 0.7336, 0.7452, 0.8301, 0.9942, 1.0315, 0.9801, 0.9878, 1.074, 0.8655, 0.2194, 0.251, 0.2484, 0.222, 0.1274, 0.1223, 0.1879, 0.1879, 0.1441, 0.1216, 0.0656, 0.065, 0.0341, 0.0611, 0.0508, 0.0425, 0.0, -0.027, -0.0399, 0.0167, 0.0142, -0.0489, 0.0103, 0.0862, 0.101, 0.0566, 0.0541, 0.0798, 0.0618, 0.029, 0.0315, -0.0264, -0.0116, 0.0393, 0.0521, -0.0373, -0.0894, -0.1634, -0.1145, -0.1622, -0.1441, -0.1441, -0.1506, -0.1474, -0.1557, -0.1274, -0.1133, -0.1216, -0.0476, -0.0212, -0.036, -0.129, -0.1873, -0.1782, -0.1313, -0.13, -0.139, -0.1403, -0.2053, -0.2387, -0.2162, -0.2156, -0.2066, -0.1834, -0.1274, 0.2207, 0.5547, 0.6236, 0.3694, 0.4221, 0.3475, 0.3366, 0.2574, 0.1525, 0.2188, 0.2992, 0.3829, 0.3829, 0.3726, 0.3655, 0.3745, 0.2149, 0.7471, 0.796, 0.5991, 0.7471, 0.4743, 0.5489, 0.5097, 0.3912, 0.5624, 0.5257, 0.556, 0.5393, 0.5071, 0.5959, 0.5959, 0.621, 0.3649, 0.2709, 0.2471, 0.24, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027412055855071715", "ticker_idx": 1, "ts": "2026-02-27T15:54:36+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$EOSE is an early-stage speculative play still trying to prove its factory can build a profitable product", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Prefers FLNC over EOSE: FLNC has structural profitability, $5.5B backlog, and $1.1B liquidity vs EOSE's negative margins, near-$1B net loss, and unproven manufacturing.", "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": "My take on the production problems at $EOSE and $FLNC, and mainly, why there is a major difference. \n\nThe energy storage sector is experiencing exponential demand right now, driven by utility-scale renewable projects and the rise of power-hungry AI data centers. However, scaling up hardware production remains a capital-intensive and operationally fraught challenge.\n\nBased on the latest quarterly filings from Fluence Energy   and Eos Energy Enterprises, both companies are facing production and margin headwinds. Yet, the nature and severity of these problems are vastly different.\n\nEos Energy: The Automation Struggle\nEos Energy’s Q4 2025 earnings report delivered a harsh reality check, sending the stock plummeting. While the company achieved a record $114.2 million in full-year revenue, it severely missed its Q4 revenue targets, bringing in $58 million against a forecasted $92.8 million.\n\nThe core of Eos's struggle lies in its ambitious initiative to scale its novel aqueous zinc-halide battery manufacturing.\n\nManagement pointed to significant challenges in achieving quality targets on their new automated bipolar production lines.\n\nThe inability to maintain consistent quality off the automated line has resulted in high equipment downtime, isolated supplier non-conformances, extensive product rework, and ultimately, lost revenue that missed Q4 guidance.\n\nWhile $EOSE touted a margin improvement, the reality is that their 2025 gross loss was a massive $143.8 million. It currently costs Eos significantly more to build their batteries than they can sell them for.\n\nFluence Energy: Hiccups on a Profitable Path\nFluence’s Q1 FY2026 earnings also shocked the market, though for entirely different reasons. The company delivered a massive 154% year-over-year revenue surge to $475.2 million but saw its adjusted gross margin shrink to 5.6%, well below its 11%–13% target.\n\nHowever, Fluence’s production and margin issues are tied to discrete contract execution rather than fundamental technology scaling problems.\n\nThe bulk of the margin compression was tied to $20 million in extra, project-specific costs stemming from scope and schedule changes on two non-U.S. projects.\n\n$FLNC has also dealt with a slower-than-expected production ramp at its recently commissioned U.S. manufacturing facilities, but management noted that module production is now running ahead of plan.\n\nManagement noted that corrective actions are already in place, domestic cell supply chains are secured for the year, and they fully expect to recover the discrete contract costs from their customers.\n\nThe fundamental difference\nIf you look at the raw stock reactions, both companies were heavily penalized by the market following their respective earnings calls. However, a deeper look at their financial health shows that Fluence's situation is a temporary operational hurdle, while Eos is fighting a structural battle for survival.\n\nWhen comparing their recent filings directly, the stark contrast in financial health becomes obvious. Fluence generated $475.2 million in revenue over its latest quarter while maintaining a positive 5.6% adjusted gross margin, backed by a robust $1.1 billion in total liquidity.\n\nIn contrast, Eos reported just $58 million in revenue for Q4 2025, falling well short of forecasts, and posted a staggering full-year net loss of $969.6 million. Eos continues to operate with deep negative gross margins and relies heavily on complex financing, equity dilution, and debt to maintain its $625 million cash position.\n\nThe distinction is clear: Fluence's products are structurally profitable. Even with a disappointing quarter, they make a gross profit on what they sell. Eos, on the other hand, is still trying to figure out how to manufacture its proprietary tech at scale without losing money on every unit that rolls off the line.\n\nThe Verdict: Why I Choose Fluence Over EOS Energy\nFor investors weighing the energy storage sector, Fluence offers a much more compelling and de-risked value proposition compared to Eos Energy.\n\nFluence is a battery-agnostic systems integrator relying primarily on proven lithium-ion technology. Their primary challenge is supply chain management and contract execution. Eos is trying to commercialize a totally new zinc-based chemistry via complex, untested automated manufacturing.\n\nFluence is also sitting on a record $5.5 billion backlog, which fully covers the midpoint of their entire $3.4 billion revenue guidance for fiscal 2026. Eos's backlog sits at $701.5 million, and their revenue visibility is constantly threatened by their inability to get functional product out the door on time.\n\nEos's massive 2025 net loss of nearly $1 billion (though largely driven by non-cash items) highlights a highly speculative business model that requires constant capital injections. Fluence operates from a position of strength with $1.1 billion in liquidity and a clear, reaffirmed line of sight toward adjusted EBITDA profitability for the year.\n\nUltimately, $FLNC is a maturing market leader dealing with the growing pains of a massive global backlog. $EOSE is an early-stage speculative play still trying to prove its factory can build a profitable product. With $FLNC at $2.86B market cap and $EOSE at $2B market cap, this is an easy decision for me.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.18349421737628036, "ret_signed_m1d": -0.18349421737628036, "alpha_spy_m1d": -0.17866910662118674, "alpha_c_m1d": -0.18597808789149728, "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": 0.03599647366582093, "ret_signed_p1d": -0.03599647366582093, "alpha_spy_p1d": -0.03542786123311048, "alpha_c_p1d": -0.02606081841637997, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.009935655249440956, "ret_p1w": 0.07638277957288286, "ret_signed_p1w": -0.07638277957288286, "alpha_spy_p1w": -0.09622267541403351, "alpha_c_p1w": -0.1170285789792963, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.04064579940641344, "ret_p1m": -0.22827043925366908, "ret_signed_p1m": 0.22827043925366908, "alpha_spy_p1m": 0.15203889511894164, "alpha_c_p1m": 0.11485764238464136, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.11341279686902772, "ret_p3m": 0.511852396338996, "ret_signed_p3m": -0.511852396338996, "alpha_spy_p3m": -0.4148837168928461, "alpha_c_p3m": -0.525120026546062, "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": 0.22827043925366908, "alpha_spy_stated": 0.15203889511894164, "alpha_c_stated": 0.11485764238464136, "price_path": [1.2441, 1.3793, 1.7375, 1.6321, 1.7094, 1.6251, 1.597, 1.8867, 1.6058, 1.3933, 1.3354, 1.1545, 1.1615, 1.295, 1.2634, 1.1001, 1.1106, 1.1106, 1.0808, 0.993, 0.993, 1.0123, 1.0123, 1.2774, 1.3635, 1.4846, 1.4548, 1.4618, 1.6831, 1.8323, 1.9535, 2.0378, 1.964, 2.0641, 2.0641, 2.0413, 2.0781, 2.1993, 2.0044, 1.8428, 1.6356, 1.9289, 1.8288, 1.5707, 1.4794, 1.5294, 1.1773, 0.9807, 1.1615, 1.3248, 1.1457, 1.0334, 0.8946, 0.9491, 0.9491, 1.0105, 1.0299, 1.0105, 0.8788, 0.8227, 1.0158, 0.9543, 0.1835, 0.0, 0.036, 0.0641, 0.1853, 0.18, 0.0764, 0.0834, 0.1255, 0.1326, 0.0746, 0.0026, -0.0237, -0.0097, -0.0729, -0.0307, -0.0887, -0.0623, -0.1062, -0.1045, -0.1536, -0.1466, -0.2283, -0.1291, -0.1238, -0.1273, -0.1273, -0.1501, -0.2133, -0.194, 0.0448, -0.0132, 0.0817, 0.1097, 0.2432, 0.2485, 0.2572, 0.2572, 0.2344, 0.2888, 0.2169, 0.3468, 0.2572, 0.1958, 0.1133, 0.1765, 0.1326, 0.1203, 0.0939, 0.1484, 0.1168, 0.4065, 0.5048, 0.4223, 0.4539, 0.4346, 0.381, 0.3047, 0.2081, 0.2485, 0.4346, 0.4153, 0.4153, 0.5329, 0.5119, 0.5786, 0.4802, 0.5751, 0.6541, 0.4399, 0.4188, 0.2432, 0.1747, 0.0992, 0.0658, 0.0887, 0.0641, 0.1203, 0.1958, 0.3345, 0.3433, 0.3433, 0.2888, 0.1396, 0.0641, 0.0694, 0.0413, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016478634853204026", "ticker_idx": 0, "ts": "2026-01-28T11:49:05+00:00", "symbol": "T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Their strategy of bundling 5G mobile with fiber internet is working, driving the best broadband subscriber growth in a decade. Management is bullish on the future, forecasting rising profits and cash flow through 2028, supported by a massive plan to return over $45 billion to shareholders via dividends and buybacks.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish AT&T on double beat, 5G/fiber bundle working, best broadband growth in a decade, $45B shareholder returns, and clear growth-focused reporting changes.", "resolved_tickers": ["T"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "original", "lang": "en", "tweet_text": "$T with a double beat in Q4. The stock is currently up 3.5% in pre-market. \n\nTheir strategy of bundling 5G mobile with fiber internet is working, driving the best broadband subscriber growth in a decade. \n\nManagement is bullish on the future, forecasting rising profits and cash flow through 2028, supported by a massive plan to return over $45 billion to shareholders via dividends and buybacks.\n\nCrucially, AT&T is changing how it reports results to better show its value. They will now separate the growing \"Advanced Connectivity\" business from the shrinking \"Legacy\" copper network, which they plan to phase out by 2029. This transparency, combined with strategic acquisitions, signals a clear, growth-focused path ahead.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.044453627708824994, "ret_signed_m1d": -0.044453627708824994, "alpha_spy_m1d": -0.04455430242352776, "alpha_c_m1d": -0.04573839756958442, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.0012847698607594271, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04403821889226123, "ret_signed_p1d": 0.04403821889226123, "alpha_spy_p1d": 0.04602259604709502, "alpha_c_p1d": 0.0179996598904526, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.026038559001808625, "ret_p1w": 0.1308682700849122, "ret_signed_p1w": 0.1308682700849122, "alpha_spy_p1w": 0.14414074447969705, "alpha_c_p1w": 0.1304399915555876, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.0004282785293245883, "ret_p1m": 0.14083920267770544, "ret_signed_p1m": 0.14083920267770544, "alpha_spy_p1m": 0.1496396374230642, "alpha_c_p1m": 0.14109619608618607, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.00025699340848062135, "ret_p3m": 0.07133757635379001, "ret_signed_p3m": 0.07133757635379001, "alpha_spy_p3m": 0.04012885596470728, "alpha_c_p3m": 0.0762235402939998, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": -0.004885963940209792, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.07133757635379001, "alpha_spy_stated": 0.04012885596470728, "alpha_c_stated": 0.0762235402939998, "price_path": [0.0163, 0.0073, 0.0036, 0.0085, 0.0159, 0.0196, 0.0196, 0.034, 0.0533, 0.0574, 0.0508, 0.0459, 0.0512, 0.0377, 0.048, 0.0648, 0.0521, 0.0619, 0.0603, 0.0603, 0.0685, 0.059, 0.048, 0.0397, 0.0426, 0.0381, 0.02, 0.0065, 0.0016, -0.0021, 0.0094, -0.0017, -0.0116, 0.0003, -0.0038, -0.0083, -0.0021, 0.0044, 0.0126, 0.0126, 0.0122, 0.0172, 0.0188, 0.02, 0.02, 0.0085, 0.0147, -0.0005, -0.0157, -0.0075, -0.0149, -0.0137, -0.032, -0.0191, -0.0141, -0.0241, -0.0241, -0.0258, -0.0237, -0.0204, -0.0199, -0.0258, -0.0445, 0.0, 0.044, 0.0889, 0.0926, 0.1147, 0.1309, 0.1346, 0.1271, 0.1263, 0.1388, 0.1828, 0.1965, 0.1919, 0.1919, 0.1915, 0.1583, 0.1583, 0.1624, 0.1849, 0.1778, 0.1579, 0.1408, 0.1637, 0.1637, 0.1911, 0.204, 0.2036, 0.1899, 0.1437, 0.1512, 0.1284, 0.1379, 0.1516, 0.1521, 0.157, 0.1388, 0.1525, 0.1762, 0.1948, 0.1994, 0.1969, 0.2015, 0.209, 0.1957, 0.2044, 0.1762, 0.177, 0.177, 0.1766, 0.1649, 0.1363, 0.1151, 0.1108, 0.0751, 0.0755, 0.0688, 0.1083, 0.1129, 0.099, 0.0865, 0.0906, 0.1171, 0.0999, 0.0713, 0.094, 0.081, 0.0969, 0.0965, 0.0957, 0.0873, 0.0734, 0.0604, 0.0562, 0.0441, 0.0592, 0.0386, 0.0348, 0.0088, 0.0256, 0.0487, 0.0466, 0.0638, 0.0604, 0.0604, 0.0503, 0.0449, 0.0445, 0.0411, 0.0306, 0.0344, -0.0114, -0.0441, -0.0449, -0.0554, -0.0466, -0.0256, -0.0345, -0.0101, -0.0223, -0.0277, -0.058, -0.076, -0.076, -0.0722, -0.0424, -0.0609, -0.0588, -0.0462, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1990343746467270953", "ticker_idx": 0, "ts": "2025-11-17T08:58:22+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Think they will crush earnings again. If not, we can buy at even better prices.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NVDA into earnings; expects a beat, and views any miss as a better buying opportunity.", "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": "@freedombill3 Morning Bill, not worried on the $NVDA earnings either. Think they will crush earnings again. If not, we can buy at even better prices. \nEnjoy your monday!", "reply_text": null, "parent_text": "Good morning, Monday 🌄🌞. A new week of opportunities, winter has finally arrived and it's taken a cold turn 🥶.\n\nYou're going to see $NVDA chatter everywhere this week.\n\nWill it pop?\nWill it drop?\nShould you buy before earnings?\n\nIt's all just noise. A gamble.\nWorrying about", "quoted_text": null, "parent_author": "freedombill3", "ret_m1d": 0.019131709073634484, "ret_signed_m1d": 0.019131709073634484, "alpha_spy_m1d": 0.00972765856739044, "alpha_c_m1d": 0.0053790058506371086, "bench_spy_m1d": 0.009404050506244044, "bench_c_m1d": 0.013752703222997376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02808152100624217, "ret_signed_p1d": -0.02808152100624217, "alpha_spy_p1d": -0.019683967662447288, "alpha_c_p1d": -0.0074821521480907816, "bench_spy_p1d": -0.008397553343794883, "bench_c_p1d": -0.02059936885815139, "ret_p1w": -0.021704284648364047, "ret_signed_p1w": -0.021704284648364047, "alpha_spy_p1w": -0.02630105620262968, "alpha_c_p1w": -0.018236782696286258, "bench_spy_p1w": 0.004596771554265633, "bench_c_p1w": -0.0034675019520777894, "ret_p1m": -0.04753549798128143, "ret_signed_p1m": -0.04753549798128143, "alpha_spy_p1m": -0.06736516541657278, "alpha_c_p1m": -0.08174066945827563, "bench_spy_p1m": 0.019829667435291354, "bench_c_p1m": 0.0342051714769942, "ret_p3m": 0.001877849166340484, "ret_signed_p3m": 0.001877849166340484, "alpha_spy_p3m": -0.024581368330420572, "alpha_c_p3m": -0.19522372005236055, "bench_spy_p3m": 0.026459217496761056, "bench_c_p3m": 0.19710156921870103, "ret_p6m": 0.18330239610606047, "ret_signed_p6m": 0.18330239610606047, "alpha_spy_p6m": 0.06806036621937217, "alpha_c_p6m": -0.4711096596388056, "bench_spy_p6m": 0.1152420298866883, "bench_c_p6m": 0.654412055744866, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04753549798128143, "alpha_spy_stated": -0.06736516541657278, "alpha_c_stated": -0.08174066945827563, "price_path": [-0.0601, -0.0623, -0.0462, -0.0364, -0.0259, -0.0269, -0.0345, -0.0666, -0.0666, -0.0848, -0.0857, -0.0801, -0.105, -0.0981, -0.0849, -0.0497, -0.0505, -0.0471, -0.0474, -0.0628, -0.0874, -0.0555, -0.0532, -0.016, -0.0438, -0.0516, -0.0477, -0.0451, -0.0255, -0.0001, 0.0034, 0.0123, 0.0055, -0.0057, -0.0084, 0.0135, 0.032, -0.0184, 0.0092, -0.0352, -0.0363, -0.0257, -0.0181, -0.0212, -0.0292, -0.0339, -0.0238, -0.0018, 0.0262, 0.0773, 0.1095, 0.0873, 0.0852, 0.1087, 0.0648, 0.0461, 0.0079, 0.0083, 0.0667, 0.0352, 0.0386, 0.0014, 0.0191, 0.0, -0.0281, -0.0004, -0.0319, -0.0414, -0.0217, -0.0471, -0.034, -0.034, -0.0514, -0.0358, -0.0275, -0.0376, -0.0172, -0.0224, -0.0056, -0.0087, -0.0151, -0.0303, -0.062, -0.0552, -0.0475, -0.0839, -0.0667, -0.03, -0.0155, 0.014, 0.0108, 0.0108, 0.0211, 0.0087, 0.0051, -0.0005, -0.0005, 0.0121, 0.0082, 0.0035, 0.0135, -0.0083, -0.0093, -0.0088, -0.0042, -0.0185, 0.0025, -0.0019, -0.0019, -0.0457, -0.0175, -0.0094, 0.0058, -0.0006, 0.0103, 0.0264, 0.0317, 0.0243, -0.0053, -0.0335, -0.0665, -0.0788, -0.0063, 0.0185, 0.0105, 0.0185, 0.0019, -0.0203, -0.0203, -0.0087, 0.0075, 0.007, 0.0173, 0.0266, 0.0336, 0.0481, -0.0091, -0.0504, -0.022, -0.035, -0.019, -0.0174, -0.047, -0.0211, -0.0098, -0.0029, -0.0184, -0.0339, -0.018, -0.0249, -0.0331, -0.043, -0.0744, -0.0586, -0.061, -0.0423, -0.0822, -0.1022, -0.1147, -0.0653, -0.058, -0.0493, -0.0493, -0.0479, -0.0454, -0.0241, -0.0143, 0.011, 0.0146, 0.0532, 0.0659, 0.0631, 0.0809, 0.083, 0.0713, 0.0853, 0.07, 0.1163, 0.161, 0.1425, 0.1215, 0.0696, 0.0636, 0.0638, 0.0532, 0.1139, 0.1336, 0.1534, 0.1761, 0.1833]}
{"unit_id": "reply:2010053706868281397", "ticker_idx": 0, "ts": "2026-01-10T18:18:43+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't like $LULU, visited several shops in Europe and I just don't see it work. In real life it looks like a dead company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish LULU: European store visits show weak real-world demand, cheaper/better quality competition from Oysho.", "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": "I don’t like $LULU, visited several shops in Europe and I just don’t see it work. Oysho is cheaper and better quality. On paper it looks like a good company. In real life it looks like a dead company. \n\nI’m not into crypto so would cut $MSTR and $ETH as well. \n\nSo $LULU, $MSTR and $ETH imo.", "reply_text": null, "parent_text": "My portfolio has 8 positions.\nThis isn’t concentrated enough.\nI need 5, but what on earth do I cut?\n\n$TMDX, for obvious reasons no one seems interested in though. https://t.co/iEB1MJQ3Ca\n\n$ETH & $MSTR, crypto is going higher and the mispricing is real.\nhttps://t.co/vtPbgNo7kD https://t.co/By1EwTfEtt", "quoted_text": null, "parent_author": "WealthyReadings", "ret_m1d": -0.024588593354061383, "ret_signed_m1d": 0.024588593354061383, "alpha_spy_m1d": 0.023020622746184105, "alpha_c_m1d": 0.023705225690780485, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0008833676632808984, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01368159539900482, "ret_signed_p1d": -0.01368159539900482, "alpha_spy_p1d": -0.015681102164386673, "alpha_c_p1d": -0.016171142009936523, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0024895466109317033, "ret_p1w": -0.034299647910584596, "ret_signed_p1w": 0.034299647910584596, "alpha_spy_p1w": 0.029264824028355063, "alpha_c_p1w": 0.01647124613922324, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.017828401771361357, "ret_p1m": -0.1359548367859167, "ret_signed_p1m": 0.1359548367859167, "alpha_spy_p1m": 0.1315817487541293, "alpha_c_p1m": 0.08624399820917705, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.049710838576739635, "ret_p3m": -0.20345388511892093, "ret_signed_p3m": 0.20345388511892093, "alpha_spy_p3m": 0.1841875477813958, "alpha_c_p3m": 0.1106693995157223, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.09278448560319863, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1359548367859167, "alpha_spy_stated": 0.1315817487541293, "alpha_c_stated": 0.08624399820917705, "price_path": [-0.2006, -0.2125, -0.1991, -0.1751, -0.1323, -0.1471, -0.1434, -0.1477, -0.1323, -0.139, -0.1853, -0.1962, -0.1842, -0.2084, -0.2314, -0.1983, -0.2176, -0.2053, -0.1851, -0.1877, -0.1825, -0.1884, -0.1835, -0.2147, -0.2156, -0.2056, -0.2122, -0.1955, -0.1883, -0.1508, -0.1296, -0.1296, -0.1189, -0.1274, -0.1274, -0.1279, -0.1217, -0.091, -0.1244, -0.128, -0.1025, -0.1054, -0.0195, -0.0132, -0.011, -0.0056, 0.029, 0.002, 0.0159, 0.0174, 0.0065, 0.0065, -0.0003, 0.0167, 0.0078, -0.0059, -0.0059, 0.0085, 0.0161, 0.0327, 0.0128, 0.015, -0.0246, 0.0, 0.0137, -0.0282, -0.0193, -0.0343, -0.0343, -0.097, -0.0918, -0.0688, -0.086, -0.0777, -0.1084, -0.1372, -0.1746, -0.1652, -0.1433, -0.1792, -0.1485, -0.1863, -0.1731, -0.1596, -0.136, -0.1587, -0.189, -0.156, -0.156, -0.1498, -0.1287, -0.1251, -0.104, -0.148, -0.1414, -0.1267, -0.1097, -0.1142, -0.1572, -0.1663, -0.1714, -0.1715, -0.1861, -0.1879, -0.2038, -0.2212, -0.2433, -0.2452, -0.235, -0.2381, -0.2088, -0.208, -0.2211, -0.2136, -0.2301, -0.2407, -0.2758, -0.3023, -0.3024, -0.2676, -0.2403, -0.2551, -0.2551, -0.2529, -0.2649, -0.24, -0.2035, -0.2161, -0.2223, -0.2317, -0.2215, -0.2206, -0.1998, -0.202, -0.2025, -0.2181, -0.3223, -0.3121, -0.2971, -0.3188, -0.3391, -0.3413, -0.361, -0.383, -0.3771, -0.3684, -0.3609, -0.3725, -0.3956, -0.4014, -0.4202, -0.4209, -0.4301, -0.4247, -0.4297, -0.4011, -0.3936, -0.3916, -0.3916, -0.3908, -0.3731, -0.3717, -0.3725, -0.3681, -0.395, -0.3971, -0.4024, -0.4535, -0.4377, -0.4194, -0.4311, -0.4171, -0.4318, -0.4441, -0.4475, -0.4654, -0.4653, -0.4653, -0.4956, -0.479, -0.459, -0.4639, -0.4376, null, null, null, null, null, null, null]}
{"unit_id": "reply:1979284673479237945", "ticker_idx": 0, "ts": "2025-10-17T20:33:34+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, building a scalable, high-margin digital health platform that will highly profit form the GLP-1 wave.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS (digital health / GLP-1 play) and AMPX (silicon anode battery tech) this week.", "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": "@PalantirHotline $HIMS, building a scalable, high-margin digital health platform that will highly profit form the GLP-1 wave. \n\n$AMPX, leading silicon anode battery technology for high-value markets like drones, aviation, and EV’s. \n\nDifficult to put it in one-line 😅", "reply_text": null, "parent_text": "Weekly performance 🩸 \n$HOOD -9.2%\n$BMNR -8.5%\n\nDid you buy these names this week? If not, what did you buy and why? https://t.co/4vkTW4nfDq", "quoted_text": null, "parent_author": "PalantirHotline", "ret_m1d": -0.03076327516118138, "ret_signed_m1d": -0.03076327516118138, "alpha_spy_m1d": -0.020469831858038745, "alpha_c_m1d": -0.020469831858038745, "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": -0.03894080950608292, "ret_signed_p1d": -0.03894080950608292, "alpha_spy_p1d": -0.03892586662729969, "alpha_c_p1d": -0.03892586662729969, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.060942387673655674, "ret_signed_p1w": -0.060942387673655674, "alpha_spy_p1w": -0.08170803878072141, "alpha_c_p1w": -0.08170803878072141, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.2940031563351455, "ret_signed_p1m": -0.2940031563351455, "alpha_spy_p1m": -0.2772893172308969, "alpha_c_p1m": -0.2772893172308969, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.39193926847536, "ret_signed_p3m": -0.39193926847536, "alpha_spy_p3m": -0.42617954593253304, "alpha_c_p3m": -0.42617954593253304, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.584112142591243, "ret_signed_p6m": -0.584112142591243, "alpha_spy_p6m": -0.6245028356162923, "alpha_c_p6m": -0.6245028356162923, "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": -0.2940031563351455, "alpha_spy_stated": -0.2772893172308969, "alpha_c_stated": -0.2772893172308969, "price_path": [0.1297, 0.116, 0.1225, 0.1425, 0.1735, 0.2759, 0.2886, 0.2179, 0.2335, 0.081, -0.0045, -0.006, 0.0113, -0.0269, -0.0662, -0.059, -0.0824, -0.104, -0.1219, -0.1787, -0.1554, -0.1441, -0.1322, -0.163, -0.117, -0.1431, -0.141, -0.1754, -0.1754, -0.1914, -0.1343, -0.0633, -0.0574, -0.0335, -0.0695, -0.0697, 0.0078, 0.0806, 0.0506, -0.0092, -0.0197, 0.0942, 0.1258, 0.1234, 0.0903, 0.0368, 0.0683, 0.1371, 0.1511, 0.1044, 0.0964, 0.1268, 0.023, 0.0662, 0.1287, 0.1326, 0.1342, 0.0504, 0.0656, 0.0518, 0.222, 0.1517, -0.0308, 0.0, -0.0389, -0.0759, -0.0559, -0.0502, -0.0609, -0.0826, -0.0921, -0.1421, -0.1149, -0.1357, -0.1669, -0.1486, -0.1916, -0.2011, -0.2007, -0.2261, -0.2403, -0.2981, -0.28, -0.3072, -0.294, -0.3024, -0.3454, -0.3242, -0.2644, -0.2778, -0.2523, -0.2523, -0.2259, -0.2697, -0.293, -0.2782, -0.2208, -0.2368, -0.2383, -0.2247, -0.2625, -0.2646, -0.2755, -0.2942, -0.2823, -0.3191, -0.323, -0.3076, -0.3176, -0.3224, -0.325, -0.325, -0.332, -0.3361, -0.3567, -0.3678, -0.3678, -0.3495, -0.3242, -0.3096, -0.3096, -0.3405, -0.383, -0.3703, -0.3731, -0.3902, -0.3919, -0.389, -0.389, -0.4067, -0.4375, -0.4058, -0.4233, -0.4104, -0.4221, -0.4418, -0.4184, -0.4725, -0.4852, -0.5027, -0.5249, -0.5428, -0.5518, -0.6236, -0.6643, -0.675, -0.6924, -0.6826, -0.6826, -0.6832, -0.6916, -0.692, -0.6957, -0.698, -0.699, -0.692, -0.6963, -0.7173, -0.6791, -0.692, -0.6797, -0.6908, -0.6935, -0.5685, -0.543, -0.4961, -0.5358, -0.5177, -0.5156, -0.5136, -0.5493, -0.5296, -0.5713, -0.5627, -0.5845, -0.5942, -0.5938, -0.6227, -0.6343, -0.5958, -0.6137, -0.6273, -0.6273, -0.6042, -0.6203, -0.6225, -0.6155, -0.6217, -0.5882, -0.5841]}
{"unit_id": "reply:1979284673479237945", "ticker_idx": 1, "ts": "2025-10-17T20:33:34+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX, leading silicon anode battery technology for high-value markets like drones, aviation, and EV's.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS (digital health / GLP-1 play) and AMPX (silicon anode battery tech) this week.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PalantirHotline $HIMS, building a scalable, high-margin digital health platform that will highly profit form the GLP-1 wave. \n\n$AMPX, leading silicon anode battery technology for high-value markets like drones, aviation, and EV’s. \n\nDifficult to put it in one-line 😅", "reply_text": null, "parent_text": "Weekly performance 🩸 \n$HOOD -9.2%\n$BMNR -8.5%\n\nDid you buy these names this week? If not, what did you buy and why? https://t.co/4vkTW4nfDq", "quoted_text": null, "parent_author": "PalantirHotline", "ret_m1d": -0.12490758416387471, "ret_signed_m1d": -0.12490758416387471, "alpha_spy_m1d": -0.11461414086073207, "alpha_c_m1d": -0.11324779814384744, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011659786020027263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09756095497973427, "ret_signed_p1d": -0.09756095497973427, "alpha_spy_p1d": -0.09754601210095104, "alpha_c_p1d": -0.10641978961672605, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.008858834636991775, "ret_p1w": -0.06651882012510824, "ret_signed_p1w": -0.06651882012510824, "alpha_spy_p1w": -0.08728447123217398, "alpha_c_p1w": -0.0813050000663581, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.014786179941249866, "ret_p1m": -0.21138209261806018, "ret_signed_p1m": -0.21138209261806018, "alpha_spy_p1m": -0.19466825351381156, "alpha_c_p1m": -0.18747650343823252, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.023905589179827658, "ret_p3m": -0.2498152388136573, "ret_signed_p3m": -0.2498152388136573, "alpha_spy_p3m": -0.28405551627083037, "alpha_c_p3m": -0.3333729614016655, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0835577225880082, "ret_p6m": 0.3222468398171794, "ret_signed_p6m": 0.3222468398171794, "alpha_spy_p6m": 0.2818561467921301, "alpha_c_p6m": 0.1860268799631133, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.1362199598540661, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.21138209261806018, "alpha_spy_stated": -0.19466825351381156, "alpha_c_stated": -0.18747650343823252, "price_path": [-0.4065, -0.3873, -0.3939, -0.3873, -0.4723, -0.4819, -0.4878, -0.5299, -0.4427, -0.3851, -0.4161, -0.4294, -0.4043, -0.4316, -0.4265, -0.4331, -0.4501, -0.4745, -0.4671, -0.5018, -0.5018, -0.4982, -0.4701, -0.4324, -0.4228, -0.4605, -0.4545, -0.476, -0.476, -0.459, -0.476, -0.4878, -0.4745, -0.4316, -0.422, -0.4553, -0.3984, -0.3991, -0.3814, -0.3245, -0.2321, -0.1523, -0.1301, -0.1086, -0.136, -0.1803, -0.1818, -0.1922, -0.2114, -0.2225, -0.1101, -0.0769, -0.0584, -0.0067, -0.0636, -0.082, -0.0532, -0.1183, -0.0466, -0.0207, 0.0798, -0.0554, -0.1249, 0.0, -0.0976, -0.1582, -0.1382, -0.0473, -0.0665, -0.1205, -0.0761, -0.0916, 0.0414, 0.0022, -0.1057, -0.0362, -0.1678, -0.0591, 0.0044, -0.0451, -0.0857, -0.1338, -0.1656, -0.2291, -0.2114, -0.201, -0.2387, -0.2528, -0.2018, -0.2069, -0.201, -0.201, -0.1633, -0.2158, -0.1973, -0.1486, -0.0968, -0.0998, -0.1279, -0.1353, -0.184, -0.1545, -0.1936, -0.2572, -0.2402, -0.3511, -0.3237, -0.3089, -0.3296, -0.3555, -0.3695, -0.3695, -0.3888, -0.4146, -0.4213, -0.4169, -0.4169, -0.354, -0.3193, -0.3208, -0.3422, -0.3171, -0.2993, -0.2602, -0.2853, -0.2343, -0.2498, -0.187, -0.187, -0.1744, -0.167, -0.1168, -0.1744, -0.1944, -0.1441, -0.1146, 0.0037, -0.0806, -0.0281, 0.085, -0.0835, -0.218, -0.0953, -0.0769, -0.1463, -0.1789, -0.2469, -0.2631, -0.2631, -0.2779, -0.2676, -0.235, -0.2964, -0.2461, -0.2018, -0.1826, -0.1486, -0.2069, -0.1434, -0.1404, -0.0724, 0.1005, 0.2069, 0.3097, 0.3304, 0.374, 0.3518, 0.3267, 0.3814, 0.4324, 0.3969, 0.4124, 0.3452, 0.3806, 0.3126, 0.3252, 0.2683, 0.1914, 0.088, 0.2461, 0.1471, 0.1826, 0.1826, 0.2979, 0.2343, 0.2506, 0.1936, 0.2727, 0.3592, 0.3222]}
{"unit_id": "reply:1999474379084955721", "ticker_idx": 0, "ts": "2025-12-12T13:40:15+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASML is the best European company at the moment", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Terse but decisive quality verdict on ASML as best European company; implied bullish.", "resolved_tickers": ["ASML.AS"], "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": "@StockSavvyShay $ASML is the best European company at the moment", "reply_text": null, "parent_text": "$ASML CEO says AI demand keeps compounding as more companies design chips & AI products which pulls semiconductor equipment demand higher with it.\n\nYou can’t play in AI without hyperscaler capex & every 2–3 years the shift to a new chip generation resets the upgrade cycle. https://t.co/3Yeu1VStuo", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.01685941727721385, "ret_signed_m1d": 0.01685941727721385, "alpha_spy_m1d": 0.005990569294581416, "alpha_c_m1d": -0.03049742900570407, "bench_spy_m1d": 0.010868847982632435, "bench_c_m1d": 0.04735684628291792, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0061601729704654495, "ret_signed_p1d": 0.0061601729704654495, "alpha_spy_p1d": 0.007671071651881856, "alpha_c_p1d": 0.009605336748224613, "bench_spy_p1d": -0.001510898681416406, "bench_c_p1d": -0.0034451637777591637, "ret_p1w": -0.02561339258065165, "ret_signed_p1w": -0.02561339258065165, "alpha_spy_p1w": -0.02684707953721266, "alpha_c_p1w": -0.03157182377895107, "bench_spy_p1w": 0.0012336869565610087, "bench_c_p1w": 0.005958431198299419, "ret_p1m": 0.17410574621580777, "ret_signed_p1m": 0.17410574621580777, "alpha_spy_p1m": 0.1514378428833545, "alpha_c_p1m": 0.06748772603739894, "bench_spy_p1m": 0.022667903332453276, "bench_c_p1m": 0.10661802017840882, "ret_p3m": 0.29731860561825685, "ret_signed_p3m": 0.29731860561825685, "alpha_spy_p3m": 0.30235192563712276, "alpha_c_p3m": 0.16132562163943986, "bench_spy_p3m": -0.005033320018865917, "bench_c_p3m": 0.13599298397881698, "ret_p6m": 0.6426955367376226, "ret_signed_p6m": 0.6426955367376226, "alpha_spy_p6m": 0.5522399337163668, "alpha_c_p6m": -0.05170521846150322, "bench_spy_p6m": 0.09045560302125577, "bench_c_p6m": 0.6944007551991258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17410574621580777, "alpha_spy_stated": 0.1514378428833545, "alpha_c_stated": 0.06748772603739894, "price_path": [-0.2093, -0.2049, -0.1434, -0.1437, -0.1253, -0.1156, -0.1283, -0.1243, -0.1231, -0.1094, -0.1066, -0.0923, -0.0532, -0.0505, -0.032, -0.0562, -0.0811, -0.0832, -0.1219, -0.0895, -0.0867, -0.0582, -0.0534, -0.0553, -0.0301, -0.0401, -0.0613, -0.0423, -0.0351, -0.0203, -0.0193, -0.0064, 0.0132, -0.0078, 0.0013, -0.0079, -0.0202, -0.0324, -0.0589, -0.0417, -0.0415, -0.0362, -0.0473, -0.0553, -0.0528, -0.0645, -0.0418, -0.0384, -0.0987, -0.0719, -0.0702, -0.0173, -0.0304, -0.0237, 0.0015, 0.0149, 0.0412, 0.0346, 0.0284, 0.041, 0.0298, 0.0224, 0.0169, 0.0, 0.0062, -0.018, -0.0554, -0.0352, -0.0256, -0.0317, -0.0239, -0.0284, -0.0284, -0.0284, -0.02, -0.0075, -0.0042, -0.0042, 0.0659, 0.1382, 0.1467, 0.1367, 0.0948, 0.1689, 0.1741, 0.1916, 0.1717, 0.2422, 0.2614, 0.2109, 0.232, 0.248, 0.2714, 0.2733, 0.2731, 0.3159, 0.2908, 0.2882, 0.3137, 0.3237, 0.2865, 0.2327, 0.2424, 0.2902, 0.3038, 0.291, 0.3071, 0.2768, 0.2882, 0.2932, 0.2978, 0.3471, 0.34, 0.3588, 0.3519, 0.3672, 0.3943, 0.3337, 0.3348, 0.3099, 0.2573, 0.2984, 0.2835, 0.2413, 0.2419, 0.2986, 0.2973, 0.2774, 0.2765, 0.2958, 0.2919, 0.2889, 0.2646, 0.2209, 0.272, 0.3003, 0.3112, 0.2616, 0.2406, 0.2034, 0.2112, 0.2852, 0.2564, 0.2564, 0.2564, 0.2053, 0.3123, 0.3363, 0.3744, 0.3633, 0.3897, 0.3311, 0.3231, 0.3462, 0.3473, 0.3387, 0.3525, 0.3244, 0.3553, 0.3152, 0.2709, 0.2935, 0.3258, 0.3258, 0.2878, 0.3329, 0.4154, 0.4099, 0.431, 0.416, 0.3729, 0.4392, 0.4826, 0.4171, 0.3713, 0.3546, 0.4457, 0.459, 0.5282, 0.5516, 0.5073, 0.4928, 0.5086, 0.5019, 0.5119, 0.5854, 0.6108, 0.6247, 0.5859, 0.6427]}
{"unit_id": "reply:1974205717495033923", "ticker_idx": 0, "ts": "2025-10-03T20:11:36+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL and $ASTS reaching new ATH as well. Don't miss the wave!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL and ASTS on new ATH momentum; urging not to miss the move.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay $PL and $ASTS reaching new ATH as well. Don’t miss the wave!", "reply_text": null, "parent_text": "$RKLB JUST CLOSED AT A NEW ALL-TIME HIGH https://t.co/tpKq3zMsaH", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.0045932184743988635, "ret_signed_m1d": 0.0045932184743988635, "alpha_spy_m1d": 0.008166675053712602, "alpha_c_m1d": 0.009234486588942437, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.004641268114543573, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02887142655287156, "ret_signed_p1d": 0.02887142655287156, "alpha_spy_p1d": 0.03257894044218934, "alpha_c_p1d": 0.03454397733838377, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.005672550785512209, "ret_p1w": 0.000656183007350597, "ret_signed_p1w": 0.000656183007350597, "alpha_spy_p1w": 0.013416551304840207, "alpha_c_p1w": 0.024313672541478537, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02365748953412794, "ret_p1m": -0.16666666666666663, "ret_signed_p1m": -0.16666666666666663, "alpha_spy_p1m": -0.17207165948135972, "alpha_c_p1m": -0.150422327484801, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.01624433918186563, "ret_p3m": 0.2939632289710743, "ret_signed_p3m": 0.2939632289710743, "alpha_spy_p3m": 0.2756117636916886, "alpha_c_p3m": 0.2906028786246857, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.0033603503463885964, "ret_p6m": 0.8339895789177398, "ret_signed_p6m": 0.8339895789177398, "alpha_spy_p6m": 0.860146056877591, "alpha_c_p6m": 0.784934397158882, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.04905518175885781, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16666666666666663, "alpha_spy_stated": -0.17207165948135972, "alpha_c_stated": -0.150422327484801, "price_path": [-0.5505, -0.5669, -0.5971, -0.5932, -0.5781, -0.5768, -0.565, -0.5545, -0.5387, -0.5669, -0.5499, -0.5512, -0.5636, -0.5827, -0.5938, -0.5879, -0.5899, -0.5945, -0.5709, -0.5807, -0.5853, -0.5886, -0.5801, -0.5787, -0.5636, -0.5577, -0.5525, -0.5551, -0.5512, -0.5814, -0.5781, -0.5748, -0.5538, -0.5367, -0.542, -0.5354, -0.5269, -0.5348, -0.5348, -0.5636, -0.5774, -0.5761, -0.5715, -0.3661, -0.4081, -0.4114, -0.3655, -0.3583, -0.353, -0.3602, -0.3287, -0.3038, -0.271, -0.271, -0.2093, -0.2172, -0.2152, -0.1995, -0.1608, -0.1483, -0.0965, -0.0256, 0.0046, 0.0, 0.0289, 0.0236, 0.0276, -0.0354, 0.0007, -0.0302, -0.0098, -0.1319, -0.1398, -0.1102, -0.1529, -0.1798, -0.1503, -0.107, -0.1266, -0.1575, -0.1535, -0.1562, -0.1175, -0.1345, -0.1667, -0.1306, -0.1824, -0.1594, -0.1214, -0.1818, -0.1837, -0.2513, -0.252, -0.2644, -0.2487, -0.2264, -0.2631, -0.2677, -0.2428, -0.2303, -0.231, -0.231, -0.2192, -0.2323, -0.2277, -0.2119, -0.1509, -0.1621, -0.1503, -0.1575, -0.1509, 0.1463, 0.1969, 0.1844, 0.1732, 0.0807, 0.1476, 0.2585, 0.3517, 0.3602, 0.3333, 0.3333, 0.2703, 0.3038, 0.2953, 0.294, 0.294, 0.3392, 0.4035, 0.4331, 0.4836, 0.4724, 0.4902, 0.6693, 0.6614, 0.7539, 0.8556, 0.8885, 0.8885, 0.8373, 0.731, 0.71, 0.7677, 0.6975, 0.8419, 0.8294, 0.729, 0.6385, 0.4993, 0.5715, 0.4285, 0.3406, 0.4606, 0.5761, 0.4954, 0.4206, 0.3976, 0.4711, 0.4711, 0.4573, 0.5577, 0.6476, 0.5682, 0.5604, 0.6214, 0.6161, 0.6798, 0.584, 0.7297, 0.6601, 0.706, 0.6135, 0.6588, 0.6942, 0.6667, 0.6693, 0.6385, 0.6266, 0.6142, 0.7769, 0.628, 0.769, 1.2198, 1.2192, 1.0886, 1.3209, 1.126, 1.0249, 0.8301, 0.834]}
{"unit_id": "reply:1974205717495033923", "ticker_idx": 1, "ts": "2025-10-03T20:11:36+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL and $ASTS reaching new ATH as well. Don't miss the wave!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL and ASTS on new ATH momentum; urging not to miss the move.", "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": "@StockSavvyShay $PL and $ASTS reaching new ATH as well. Don’t miss the wave!", "reply_text": null, "parent_text": "$RKLB JUST CLOSED AT A NEW ALL-TIME HIGH https://t.co/tpKq3zMsaH", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.07050753473336735, "ret_signed_m1d": -0.07050753473336735, "alpha_spy_m1d": -0.06693407815405361, "alpha_c_m1d": -0.06693407815405361, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0035734565793137385, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025377207618635822, "ret_signed_p1d": 0.025377207618635822, "alpha_spy_p1d": 0.029084721507953604, "alpha_c_p1d": 0.029084721507953604, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0037075138893177817, "ret_p1w": 0.24142658581252885, "ret_signed_p1w": 0.24142658581252885, "alpha_spy_p1w": 0.25418695411001846, "alpha_c_p1w": 0.25418695411001846, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": -0.03909462845634326, "ret_signed_p1m": -0.03909462845634326, "alpha_spy_p1m": -0.04449962127103635, "alpha_c_p1m": -0.04449962127103635, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.005404992814693088, "ret_p3m": -0.0037037622333256914, "ret_signed_p3m": -0.0037037622333256914, "alpha_spy_p3m": -0.022055227512711384, "alpha_c_p3m": -0.022055227512711384, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": 0.1367627024968423, "ret_signed_p6m": 0.1367627024968423, "alpha_spy_p6m": 0.1629191804566935, "alpha_c_p6m": 0.1629191804566935, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.02615647795985121, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03909462845634326, "alpha_spy_stated": -0.04449962127103635, "alpha_c_stated": -0.04449962127103635, "price_path": [-0.417, -0.3968, -0.3748, -0.3435, -0.2988, -0.2781, -0.2119, -0.2047, -0.2226, -0.2169, -0.1918, -0.1761, -0.2547, -0.2562, -0.2717, -0.2553, -0.2706, -0.2804, -0.2952, -0.2789, -0.2896, -0.3455, -0.3604, -0.3701, -0.3174, -0.3134, -0.3347, -0.3405, -0.3394, -0.3834, -0.3816, -0.383, -0.3543, -0.314, -0.3082, -0.3381, -0.3285, -0.3287, -0.3287, -0.3311, -0.3797, -0.4258, -0.4182, -0.4407, -0.4937, -0.4845, -0.4737, -0.4689, -0.438, -0.4454, -0.435, -0.4316, -0.3813, -0.3299, -0.2483, -0.2524, -0.3225, -0.3266, -0.33, -0.3267, -0.2189, -0.0925, -0.0705, 0.0, 0.0254, 0.1139, 0.1905, 0.1252, 0.2414, 0.2963, 0.3126, 0.2277, 0.1453, 0.1359, 0.0783, -0.0213, -0.0162, 0.011, 0.0898, 0.0668, 0.0982, 0.0519, 0.1008, -0.0241, -0.0391, -0.0346, -0.1045, -0.0509, -0.0576, -0.0687, -0.1154, -0.1572, -0.1578, -0.2236, -0.2014, -0.2043, -0.3045, -0.2953, -0.2455, -0.2385, -0.2384, -0.2384, -0.2291, -0.2783, -0.2196, -0.1572, -0.0034, 0.014, 0.0151, -0.0008, 0.0844, 0.1626, 0.0521, -0.0698, -0.0621, -0.1514, -0.0956, 0.0403, 0.1863, 0.1752, 0.0706, 0.0706, -0.013, -0.0196, 0.0244, -0.0037, -0.0037, 0.145, 0.2472, 0.3373, 0.176, 0.2422, 0.3398, 0.3497, 0.2719, 0.3062, 0.3889, 0.5881, 0.5881, 0.5424, 0.4198, 0.5963, 0.5579, 0.4373, 0.5273, 0.663, 0.6748, 0.5255, 0.4342, 0.5879, 0.4198, 0.2794, 0.3963, 0.4008, 0.3206, 0.3295, 0.1278, 0.1318, 0.1318, 0.139, 0.1582, 0.1852, 0.1001, 0.1509, 0.1772, 0.1298, 0.1764, 0.0863, 0.1923, 0.2713, 0.4388, 0.2875, 0.2274, 0.2313, 0.2007, 0.21, 0.1947, 0.1844, 0.2224, 0.3128, 0.2447, 0.2907, 0.2336, 0.2129, 0.1931, 0.3177, 0.2052, 0.0791, 0.0126, 0.1368]}
{"unit_id": "orig:1973400967778279425", "ticker_idx": 0, "ts": "2025-10-01T14:53:49+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL is surfing on the AI and space-economy wave. AI is nothing without data, and $PL owns it. They snap the entire planet daily and sell that goldmine of data across industries. Becoming the backbone of AI.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PL: owns irreplaceable daily planetary imagery data, becoming AI's backbone; surfing AI and space-economy wave.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL is printing ATHs and nobody’s talking. I’ve been in since $4. \n\nAI is nothing without data, and $PL owns it. They snap the entire planet daily and sell that goldmine of data across industries. Becoming the backbone of AI.\n\n$PL is surfing on the AI and space-economy wave. https://t.co/CMTArCME29", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05737116116666019, "ret_signed_m1d": -0.05737116116666019, "alpha_spy_m1d": -0.053975252809969176, "alpha_c_m1d": -0.06016691333668056, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": 0.0027957521700203714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07843136440109122, "ret_signed_p1d": 0.07843136440109122, "alpha_spy_p1d": 0.07727953960440526, "alpha_c_p1d": 0.0758305623036366, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.002600802097454613, "ret_p1w": 0.1328975935272596, "ret_signed_p1w": 0.1328975935272596, "alpha_spy_p1w": 0.1259262501290772, "alpha_c_p1w": 0.12125913424130119, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.011638459285958414, "ret_p1m": -0.06608574951596013, "ret_signed_p1m": -0.06608574951596013, "alpha_spy_p1m": -0.0831103110680651, "alpha_c_p1m": -0.0718724040826455, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.0057866545666853675, "ret_p3m": 0.442992024595793, "ret_signed_p3m": 0.442992024595793, "alpha_spy_p3m": 0.410929019015275, "alpha_c_p3m": 0.41953776951022825, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.023454255085564757, "ret_p6m": 1.352941209062302, "ret_signed_p6m": 1.352941209062302, "alpha_spy_p6m": 1.3823926998012568, "alpha_c_p6m": 1.2978237796651522, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": 0.05511742939714992, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06608574951596013, "alpha_spy_stated": -0.0831103110680651, "alpha_c_stated": -0.0718724040826455, "price_path": [-0.5025, -0.504, -0.4967, -0.5025, -0.5207, -0.5541, -0.5497, -0.533, -0.5316, -0.5185, -0.5069, -0.4895, -0.5207, -0.5018, -0.5033, -0.5171, -0.5381, -0.5505, -0.5439, -0.5461, -0.5512, -0.5251, -0.5359, -0.541, -0.5447, -0.5352, -0.5338, -0.5171, -0.5105, -0.5047, -0.5076, -0.5033, -0.5367, -0.533, -0.5294, -0.5062, -0.4873, -0.4931, -0.4858, -0.4764, -0.4851, -0.4851, -0.5171, -0.5323, -0.5309, -0.5258, -0.2985, -0.345, -0.3486, -0.2977, -0.2898, -0.284, -0.2919, -0.2571, -0.2295, -0.1932, -0.1932, -0.1249, -0.1336, -0.1314, -0.114, -0.0712, -0.0574, 0.0, 0.0784, 0.1118, 0.1068, 0.1387, 0.1329, 0.1373, 0.0675, 0.1075, 0.0733, 0.0959, -0.0392, -0.0479, -0.0153, -0.0625, -0.0922, -0.0595, -0.0116, -0.0334, -0.0675, -0.0632, -0.0661, -0.0232, -0.0421, -0.0777, -0.0378, -0.0951, -0.0697, -0.0276, -0.0944, -0.0966, -0.1714, -0.1721, -0.1859, -0.1685, -0.1438, -0.1845, -0.1895, -0.1619, -0.1481, -0.1489, -0.1489, -0.1358, -0.1503, -0.1452, -0.1278, -0.0603, -0.0726, -0.0595, -0.0675, -0.0603, 0.2687, 0.3246, 0.3108, 0.2985, 0.1961, 0.2702, 0.3929, 0.496, 0.5054, 0.4757, 0.4757, 0.406, 0.443, 0.4336, 0.4321, 0.4321, 0.4822, 0.5534, 0.5861, 0.642, 0.6296, 0.6492, 0.8475, 0.8388, 0.9412, 1.0537, 1.0901, 1.0901, 1.0334, 0.9158, 0.8925, 0.9564, 0.8787, 1.0385, 1.0247, 0.9136, 0.8134, 0.6594, 0.7393, 0.581, 0.4837, 0.6166, 0.7444, 0.655, 0.5723, 0.5468, 0.6282, 0.6282, 0.6129, 0.724, 0.8235, 0.7357, 0.7269, 0.7945, 0.7887, 0.8591, 0.7531, 0.9143, 0.8373, 0.8882, 0.7858, 0.8359, 0.8751, 0.8446, 0.8475, 0.8134, 0.8003, 0.7865, 0.9666, 0.8017, 0.9579, 1.4568, 1.4561, 1.3115, 1.5686, 1.3529]}
{"unit_id": "reply:1996211795317383582", "ticker_idx": 0, "ts": "2025-12-03T13:35:54+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN isn't raising cash to fund burn rates on a non-existent business model; they are raising growth capital to fund immediate, accretive infrastructure expansion. This is a land-grab for power capacity, and $IREN is securing the hardware to monetize that power now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: defends convertible raise as accretive capital allocation for AI/HPC infrastructure, not a 1999-style burn; ROIC exceeds cost of debt.", "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": "The comparison to 1999 fails when you analyze the Use of Proceeds. $IREN isn't raising cash to fund burn rates on a non-existent business model; they are raising growth capital to fund immediate, accretive infrastructure expansion.\n\nIn an asset-heavy industry like AI/HPC, financing is a tool, not a trap, provided the Return on Invested Capital  outpaces the cost of debt. With the convertible notes priced so aggressively low, institutions are clearly signaling they believe in the execution. This is a land-grab for power capacity, and $IREN is securing the hardware to monetize that power now, rather than waiting. This is textbook efficient capital allocation, not a \"predatory\" move.", "reply_text": null, "parent_text": "Year of Magical Investing is back. Sell any company NOW that is doing a financing (a la IREN) or has big insider selling... Stay close here!!! No one else will call this stuff... but i have 1999-2000 encyclopedia in my head from when they still used them. Investors must be", "quoted_text": null, "parent_author": "jimcramer", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:2031838456591057388", "ticker_idx": 0, "ts": "2026-03-11T21:03:32+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With $POET, I have a lot of upside and the 335M cash pile, limits the downside at the minute", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long POET on upside + cash floor; long MRVL as safe buy for photonics exposure via acquisitions.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks Daniel, I’ve done a lot of research on photonics in the last 2 to 3 weeks as I really wanted some exposure. I’m certainly not an expert on it, like our Korean friends but I now understand the basics. \n\nI think a lot of those stocks have heavy valuations. With $POET, I have a lot of upside and the 335M cash pile, limits the downside at the minute. \n\nI really like the latest $MRVL acquisitions. They won’t triple any time soon but I believe it is a safe buy to find some more exposure.", "reply_text": null, "parent_text": "@Kaizen_Investor Very solid picks. Got SK Hynix and $OUST aswell. $POET would be one of my top 3 picks in photonics but not enough research yet and Marvell is just a lil too big for my taste but probably super solid long term.", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.015419104858204191, "alpha_c_m1d": -0.03323627066755441, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08198926462673939, "ret_signed_p1d": -0.08198926462673939, "alpha_spy_p1d": -0.07632912887413046, "alpha_c_p1d": -0.07992805240278766, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": -0.1626344124786232, "ret_signed_p1w": -0.1626344124786232, "alpha_spy_p1w": -0.15323592108660622, "alpha_c_p1w": -0.18012857283598072, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": 0.017494160357357513, "ret_p1m": -0.05376345326492771, "ret_signed_p1m": -0.05376345326492771, "alpha_spy_p1m": -0.07666774472769522, "alpha_c_p1m": -0.17936569835473726, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 0.44758069555543556, "ret_signed_p3m": 0.44758069555543556, "alpha_spy_p3m": 0.33797658539094044, "alpha_c_p3m": -0.07513077310328797, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05376345326492771, "alpha_spy_stated": -0.07666774472769522, "alpha_c_stated": -0.17936569835473726, "price_path": [-0.2016, -0.1841, -0.1976, -0.1761, -0.0887, 0.0228, -0.039, -0.0565, -0.0565, -0.0847, -0.121, -0.1237, -0.1492, -0.1492, -0.0376, -0.0013, -0.0121, 0.0013, -0.0215, -0.0067, -0.0309, -0.0403, 0.0874, 0.1169, 0.1156, 0.1156, 0.1075, 0.125, -0.0672, -0.0712, -0.1317, -0.0874, -0.164, -0.2003, -0.2204, -0.2151, -0.1882, -0.246, -0.3038, -0.211, -0.1653, -0.2151, -0.2164, -0.2406, -0.25, -0.25, -0.2581, -0.25, -0.2513, -0.2352, -0.2581, -0.1788, -0.1452, -0.1613, -0.1935, -0.0712, -0.0538, -0.0806, -0.1075, -0.1559, -0.1008, -0.0591, 0.0, 0.0, -0.082, -0.0712, -0.1169, -0.1694, -0.1626, -0.203, -0.1855, -0.2285, -0.1801, -0.2621, -0.3024, -0.3172, -0.2016, -0.2473, -0.1788, -0.1788, -0.1828, -0.1989, -0.164, -0.1828, -0.0538, -0.0188, -0.0981, -0.0632, -0.0134, -0.0242, 0.1546, 0.3777, 0.7164, 0.5753, 1.0296, 0.0685, 0.0793, -0.1129, -0.043, -0.0175, -0.0444, 0.2379, 0.3065, 0.2876, 0.4718, 0.8683, 0.8454, 0.9315, 1.7648, 1.1465, 0.9099, 0.7567, 0.9866, 0.9919, 0.961, 0.961, 0.7944, 0.7849, 0.7823, 0.6519, 0.8669, 0.8575, 1.0672, 1.0806, 0.5941, 0.6505, 0.4476, 0.4758, 0.5121, 0.6841, 0.8723, 0.7003, 0.6062, 0.6331, 0.6331, 0.625, 0.4422, 0.4328, 0.3616, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031838456591057388", "ticker_idx": 1, "ts": "2026-03-11T21:03:32+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe it is a safe buy to find some more exposure", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long POET on upside + cash floor; long MRVL as safe buy for photonics exposure via acquisitions.", "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": "Thanks Daniel, I’ve done a lot of research on photonics in the last 2 to 3 weeks as I really wanted some exposure. I’m certainly not an expert on it, like our Korean friends but I now understand the basics. \n\nI think a lot of those stocks have heavy valuations. With $POET, I have a lot of upside and the 335M cash pile, limits the downside at the minute. \n\nI really like the latest $MRVL acquisitions. They won’t triple any time soon but I believe it is a safe buy to find some more exposure.", "reply_text": null, "parent_text": "@Kaizen_Investor Very solid picks. Got SK Hynix and $OUST aswell. $POET would be one of my top 3 picks in photonics but not enough research yet and Marvell is just a lil too big for my taste but probably super solid long term.", "quoted_text": null, "parent_author": "daniel_koss", "ret_m1d": 0.03159577523786217, "ret_signed_m1d": 0.03159577523786217, "alpha_spy_m1d": 0.016176670379657976, "alpha_c_m1d": -0.0016404954296922458, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.03323627066755441, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021671988091247485, "ret_signed_p1d": 0.0021671988091247485, "alpha_spy_p1d": 0.007827334561733679, "alpha_c_p1d": 0.0042284110330764735, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.002061212223951725, "ret_p1w": 0.0212159281755262, "ret_signed_p1w": 0.0212159281755262, "alpha_spy_p1w": 0.030614419567543183, "alpha_c_p1w": 0.0037217678181686864, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": 0.017494160357357513, "ret_p1m": 0.46634337898605116, "ret_signed_p1m": 0.46634337898605116, "alpha_spy_p1m": 0.44343908752328365, "alpha_c_p1m": 0.3407411338962416, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.12560224508980955, "ret_p3m": 2.0456666776662025, "ret_signed_p3m": 2.0456666776662025, "alpha_spy_p3m": 1.9360625675017074, "alpha_c_p3m": 1.522955209007479, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.5227114686587235, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46634337898605116, "alpha_spy_stated": 0.44343908752328365, "alpha_c_stated": 0.3407411338962416, "price_path": [-0.0396, -0.0418, -0.0688, -0.0372, -0.0415, -0.0334, -0.0006, -0.0142, -0.0142, -0.0159, -0.0225, -0.0111, -0.0314, -0.0314, 0.0189, 0.0285, 0.0057, -0.0353, -0.0488, -0.0508, -0.0545, -0.0527, -0.0737, -0.0832, -0.0822, -0.0822, -0.0898, -0.0584, -0.0521, -0.0849, -0.0673, -0.0541, -0.0462, -0.0722, -0.0998, -0.1028, -0.1384, -0.159, -0.1535, -0.0843, -0.0607, -0.0646, -0.0722, -0.1077, -0.1033, -0.1033, -0.0988, -0.0979, -0.0919, -0.0934, -0.1127, -0.1059, -0.077, -0.0956, -0.0682, -0.0777, -0.1159, -0.1093, -0.1368, 0.0217, 0.0568, 0.0642, 0.0316, 0.0, 0.0022, 0.0446, 0.0356, -0.0006, 0.0212, 0.0027, 0.0284, 0.0535, 0.123, 0.1142, 0.0822, 0.0016, 0.1298, 0.2172, 0.2217, 0.2217, 0.2491, 0.2476, 0.3055, 0.368, 0.4663, 0.4984, 0.5273, 0.5361, 0.522, 0.5942, 0.6872, 0.7268, 0.7954, 0.8894, 0.8751, 0.8055, 0.7487, 0.7868, 0.8847, 0.8824, 0.8677, 0.9258, 0.9646, 0.8261, 0.9415, 0.9496, 0.8773, 1.0308, 1.0836, 1.0187, 0.9278, 1.0116, 1.1318, 1.1762, 1.2405, 1.2405, 1.3767, 1.2676, 1.3375, 1.3395, 1.5042, 2.3185, 2.4425, 2.6111, 2.0068, 2.2964, 2.0457, 1.8826, 2.2035, 2.192, 2.525, 2.1802, 2.3043, 2.5444, 2.5444, 2.5133, 2.1844, 2.1577, 2.2098, 2.0444, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2025311948259152285", "ticker_idx": 0, "ts": "2026-02-21T20:49:31+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought them at $4. Still holding. Confident it will be a 10-bagger for me.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PL from $4; expects 10x return from current levels.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@GuyTalksEnergy I bought them at $4. Still holding. Confident it will be a 10-bagger for me.", "reply_text": null, "parent_text": "@Kaizen_Investor Want to hear something disgusting? I bought $PL ~$3 and sold at $7. One of my biggest trading regrets..", "quoted_text": null, "parent_author": "GuyTalksEnergy", "ret_m1d": 0.005046212296879959, "ret_signed_m1d": 0.005046212296879959, "alpha_spy_m1d": -0.005270501482605772, "alpha_c_m1d": -0.008681431619823599, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727643916703558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03910842602916409, "ret_signed_p1d": 0.03910842602916409, "alpha_spy_p1d": 0.03183995075896573, "alpha_c_p1d": 0.026810830931005336, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297595098158753, "ret_p1w": 0.10849452688009986, "ret_signed_p1w": 0.10849452688009986, "alpha_spy_p1w": 0.10264739397321421, "alpha_c_p1w": 0.08521479910089047, "bench_spy_p1w": 0.005847132906885655, "bench_c_p1w": 0.02327972777920939, "ret_p1m": 0.33851972265002095, "ret_signed_p1m": 0.33851972265002095, "alpha_spy_p1m": 0.37871106210986405, "alpha_c_p1m": 0.3978297668675621, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05931004421754116, "ret_p3m": 0.7863750342989881, "ret_signed_p3m": 0.7863750342989881, "alpha_spy_p3m": 0.6949928002063197, "alpha_c_p3m": 0.8082296266122411, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.02185459231325293, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33851972265002095, "alpha_spy_stated": 0.37871106210986405, "alpha_c_stated": 0.3978297668675621, "price_path": [-0.5071, -0.5071, -0.4996, -0.508, -0.505, -0.495, -0.4558, -0.463, -0.4554, -0.4601, -0.4558, -0.2653, -0.233, -0.241, -0.2481, -0.3074, -0.2645, -0.1934, -0.1337, -0.1283, -0.1455, -0.1455, -0.1859, -0.1644, -0.1699, -0.1707, -0.1707, -0.1417, -0.1005, -0.0816, -0.0492, -0.0563, -0.045, 0.0698, 0.0648, 0.1241, 0.1892, 0.2103, 0.2103, 0.1775, 0.1093, 0.0959, 0.1329, 0.0879, 0.1804, 0.1724, 0.1081, 0.05, -0.0391, 0.0071, -0.0845, -0.1409, -0.0639, 0.0101, -0.0416, -0.0896, -0.1043, -0.0572, -0.0572, -0.066, -0.0017, 0.0559, 0.005, 0.0, 0.0391, 0.0357, 0.0765, 0.0151, 0.1085, 0.0639, 0.0934, 0.0341, 0.0631, 0.0858, 0.0681, 0.0698, 0.05, 0.0425, 0.0345, 0.1388, 0.0433, 0.1337, 0.4226, 0.4222, 0.3385, 0.4874, 0.3625, 0.2977, 0.1728, 0.1754, 0.2914, 0.5088, 0.5088, 0.4727, 0.479, 0.537, 0.4394, 0.4579, 0.4432, 0.4268, 0.447, 0.6775, 0.6182, 0.577, 0.5992, 0.6598, 0.6102, 0.4903, 0.4907, 0.4731, 0.4331, 0.5547, 0.5517, 0.6207, 0.5614, 0.669, 0.4819, 0.6417, 0.7595, 0.7107, 0.7132, 0.8099, 0.7502, 0.7498, 0.7489, 0.7939, 0.7864, 0.865, 0.865, 1.032, 1.1228, 1.1615, 1.1505, 0.9537, 1.0223, 0.8137, 0.8305, 0.3549, 0.3768, 0.3108, 0.2918, 0.4369, 0.3099, 0.286, 0.1863, 0.1867, 0.1871, 0.1871, 0.2098, 0.1997, 0.106, 0.1148, 0.1384, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030960663405728009", "ticker_idx": 0, "ts": "2026-03-09T10:55:30+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 still believe in the business case. With a settlement ready between HIMS and Novo, I don't see any reason to change my business case.", "tweet_type": "analysis", "timeline": "years", "summary": "High-conviction long HIMS as GLP-1 platform monopolist; also bullish LLY and NVO on patent-protected pricing power as supply remains constrained.", "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": "It still strikes me how wrongly investors see the GLP-1 drugs. It is not an obesity drug, it is way more than that.\n\nLast year I shared some research on $HIMS and why I think they are ideally positioned for a huge next pharma wave. (yes, they are still down 25% since I shared the research, but it's about the thesis).\n\nIt is scientifically proven that GLP-1 helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, and even more conditions.\n\nSo why is it still mainly seen as an obesity drug?\n\nThe GLP-1 production is now regulated by 2 main players, $LLY and $NVO. They both own patents that prevent other companies from starting GLP-1 production. This means that both of those companies have huge pricing power.\n\nThe pricing power is a simple supply/demand principle here. The supply is limited, so the higher the demand, the more Novo and Lilly can ask for their GLP-1 products.\n\nHere is where the governments jump in. They also see these huge GLP-1 benefits, but want to make sure the system benefits most. Obesity is one of the most costly diseases for our healthcare system and so the governments regulate the drug only for obesity use.\n\nHow can this change?\n\nPatents will expire and other companies will find ways to bypass the patents or create their own. Pfizer and Roche are both working on their own GLP-1 products.\n\nIn other words, the supply gets bigger -> price of the drug will come down -> and governments can ease the prescriptions.\n\nFirst, governments will just widen the prescriptions to more diseases, to not let the demand side surge again. But after a couple of years, I believe that you won't need a prescription anymore.\n\nAndrew Dudum expects competition to push prices from $1,500 / month toward $50 / month as supply grows & patents expire.\n\nWho benefits from this change?\n\nThe one who can get the GLP-1 products to the customer. As long as the products are protected by prescriptions, $HIMS basically has a monopoly.\n\nThey will need to do everything in their power to attract as many customers as possible to the platform with this monopoly.\n\nThey will need to be the front-tier supplier/platform when prescriptions fall off. If not, it will be easy for Amazon or others to catch up.\n\nThis is why the dispute with Novo is so important. $NVO is the first company to produce a GLP-1 pill. It is super important that $HIMS brings it to the customers. Customers should create a habit of ordering from HIMS.\n\nThe price targets I set in December look out of proportion at the moment. But, I still believe in the business case. With a settlement ready between HIMS and Novo, I don't see any reason to change my business case.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why I expect the narrative to shift significantly.\n\nThe pharma industry is undervalued right now: https://t.co/FyHw9NyFVN", "parent_author": null, "ret_m1d": -0.2897111967734822, "ret_signed_m1d": -0.2897111967734822, "alpha_spy_m1d": -0.28102730658753017, "alpha_c_m1d": -0.28102730658753017, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0591154997726846, "ret_signed_p1d": 0.0591154997726846, "alpha_spy_p1d": 0.06072260566852428, "alpha_c_p1d": 0.06072260566852428, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": 0.12274365216984151, "ret_signed_p1w": 0.12274365216984151, "alpha_spy_p1w": 0.1363665546546543, "alpha_c_p1w": 0.1363665546546543, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.12003609502383417, "ret_signed_p1m": -0.12003609502383417, "alpha_spy_p1m": -0.09460410785390372, "alpha_c_p1m": -0.09460410785390372, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.025431987169930448, "ret_p3m": 0.2639891887071877, "ret_signed_p3m": 0.2639891887071877, "alpha_spy_p3m": 0.14473342755143936, "alpha_c_p3m": 0.14473342755143936, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.11925576115574832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.7094, 0.7044, 0.6792, 0.6358, 0.6634, 0.5781, 0.569, 0.6047, 0.5817, 0.5704, 0.5645, 0.5645, 0.5483, 0.5388, 0.491, 0.4653, 0.4653, 0.5077, 0.5663, 0.6002, 0.6002, 0.5284, 0.4301, 0.4594, 0.4531, 0.4134, 0.4093, 0.4161, 0.4161, 0.375, 0.3037, 0.3773, 0.3366, 0.3664, 0.3394, 0.2938, 0.3479, 0.2225, 0.1931, 0.1525, 0.1011, 0.0596, 0.0388, -0.1277, -0.222, -0.2468, -0.287, -0.2644, -0.2644, -0.2658, -0.2852, -0.2861, -0.2947, -0.3001, -0.3023, -0.2861, -0.296, -0.3448, -0.2563, -0.2861, -0.2577, -0.2834, -0.2897, 0.0, 0.0591, 0.1679, 0.0758, 0.1178, 0.1227, 0.1273, 0.0447, 0.0903, -0.0063, 0.0135, -0.037, -0.0596, -0.0587, -0.1255, -0.1525, -0.0632, -0.1047, -0.1363, -0.1363, -0.0826, -0.12, -0.125, -0.1088, -0.1232, -0.0456, -0.0361, 0.0961, 0.218, 0.3005, 0.3994, 0.343, 0.3091, 0.2703, 0.3791, 0.3263, 0.2595, 0.1882, 0.2261, 0.2369, 0.2306, 0.1882, 0.213, 0.1575, 0.2757, 0.315, 0.1295, 0.0894, 0.0939, 0.1304, 0.0059, 0.0126, 0.0397, 0.0835, 0.0718, 0.0718, 0.0763, 0.1372, 0.1453, 0.1801, 0.2527, 0.2414, 0.2414, 0.264, 0.1819, 0.2261, 0.3078, 0.2536, 0.3028, 0.2103, 0.3615, 0.4201, 0.4391, 0.6006, 0.6006, 0.5135, 0.4874, 0.4756, 0.4761, 0.5316, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030960663405728009", "ticker_idx": 1, "ts": "2026-03-09T10:55:30+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The GLP-1 production is now regulated by 2 main players, $LLY and $NVO. They both own patents that prevent other companies from starting GLP-1 production. This means that both of those companies have huge pricing power.", "tweet_type": "analysis", "timeline": "years", "summary": "High-conviction long HIMS as GLP-1 platform monopolist; also bullish LLY and NVO on patent-protected pricing power as supply remains constrained.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "It still strikes me how wrongly investors see the GLP-1 drugs. It is not an obesity drug, it is way more than that.\n\nLast year I shared some research on $HIMS and why I think they are ideally positioned for a huge next pharma wave. (yes, they are still down 25% since I shared the research, but it's about the thesis).\n\nIt is scientifically proven that GLP-1 helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, and even more conditions.\n\nSo why is it still mainly seen as an obesity drug?\n\nThe GLP-1 production is now regulated by 2 main players, $LLY and $NVO. They both own patents that prevent other companies from starting GLP-1 production. This means that both of those companies have huge pricing power.\n\nThe pricing power is a simple supply/demand principle here. The supply is limited, so the higher the demand, the more Novo and Lilly can ask for their GLP-1 products.\n\nHere is where the governments jump in. They also see these huge GLP-1 benefits, but want to make sure the system benefits most. Obesity is one of the most costly diseases for our healthcare system and so the governments regulate the drug only for obesity use.\n\nHow can this change?\n\nPatents will expire and other companies will find ways to bypass the patents or create their own. Pfizer and Roche are both working on their own GLP-1 products.\n\nIn other words, the supply gets bigger -> price of the drug will come down -> and governments can ease the prescriptions.\n\nFirst, governments will just widen the prescriptions to more diseases, to not let the demand side surge again. But after a couple of years, I believe that you won't need a prescription anymore.\n\nAndrew Dudum expects competition to push prices from $1,500 / month toward $50 / month as supply grows & patents expire.\n\nWho benefits from this change?\n\nThe one who can get the GLP-1 products to the customer. As long as the products are protected by prescriptions, $HIMS basically has a monopoly.\n\nThey will need to do everything in their power to attract as many customers as possible to the platform with this monopoly.\n\nThey will need to be the front-tier supplier/platform when prescriptions fall off. If not, it will be easy for Amazon or others to catch up.\n\nThis is why the dispute with Novo is so important. $NVO is the first company to produce a GLP-1 pill. It is super important that $HIMS brings it to the customers. Customers should create a habit of ordering from HIMS.\n\nThe price targets I set in December look out of proportion at the moment. But, I still believe in the business case. With a settlement ready between HIMS and Novo, I don't see any reason to change my business case.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why I expect the narrative to shift significantly.\n\nThe pharma industry is undervalued right now: https://t.co/FyHw9NyFVN", "parent_author": null, "ret_m1d": -0.017909763439446835, "ret_signed_m1d": -0.017909763439446835, "alpha_spy_m1d": -0.009225873253494776, "alpha_c_m1d": -0.009225873253494776, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006981477251871371, "ret_signed_p1d": -0.006981477251871371, "alpha_spy_p1d": -0.005374371356031693, "alpha_c_p1d": -0.005374371356031693, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": -0.019109721894727816, "ret_signed_p1w": -0.019109721894727816, "alpha_spy_p1w": -0.0054868194099150225, "alpha_c_p1w": -0.0054868194099150225, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.07665685790111498, "ret_signed_p1m": -0.07665685790111498, "alpha_spy_p1m": -0.051224870731184535, "alpha_c_p1m": -0.051224870731184535, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.025431987169930448, "ret_p3m": 0.11782845050506352, "ret_signed_p3m": 0.11782845050506352, "alpha_spy_p3m": -0.0014273106506847988, "alpha_c_p3m": -0.0014273106506847988, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.11925576115574832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0163, -0.0007, 0.0173, 0.0516, 0.0438, 0.0314, 0.0463, 0.0608, 0.0657, 0.061, 0.0662, 0.0662, 0.067, 0.068, 0.069, 0.064, 0.064, 0.0696, 0.0311, 0.0534, 0.097, 0.0744, 0.053, 0.0702, 0.0664, 0.0626, 0.0227, 0.028, 0.028, 0.0309, 0.0678, 0.0765, 0.0537, 0.0522, 0.0291, 0.0136, 0.0139, 0.0268, 0.0337, -0.0065, 0.0961, 0.0107, 0.0476, 0.0343, 0.0148, 0.0051, 0.0279, 0.0313, 0.0313, 0.0274, 0.0121, 0.0147, 0.0011, 0.0498, 0.0335, 0.0203, 0.0135, 0.0432, 0.0095, -0.0007, -0.0048, -0.0249, -0.0179, 0.0, -0.007, -0.0085, -0.0309, -0.0231, -0.0191, -0.0774, -0.0896, -0.0901, -0.1008, -0.097, -0.1045, -0.0913, -0.1105, -0.1291, -0.1207, -0.0879, -0.0534, -0.0722, -0.0722, -0.0807, -0.0767, -0.0546, -0.0528, -0.0683, -0.0782, -0.0852, -0.1025, -0.1035, -0.0807, -0.0878, -0.1045, -0.0862, -0.09, -0.1234, -0.139, -0.1333, -0.1559, -0.0732, -0.0447, -0.0401, -0.0194, -0.0212, -0.0332, -0.0594, -0.0411, -0.0184, 0.0073, -0.0017, -0.0017, -0.0184, 0.0147, 0.0121, 0.0348, 0.058, 0.058, 0.0577, 0.0758, 0.1193, 0.0977, 0.075, 0.0571, 0.0716, 0.1178, 0.1239, 0.1416, 0.1371, 0.1289, 0.1533, 0.1255, 0.1219, 0.1151, 0.1046, 0.0913, 0.0913, 0.0948, 0.0998, 0.1099, 0.1202, 0.2001, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030960663405728009", "ticker_idx": 2, "ts": "2026-03-09T10:55:30+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The GLP-1 production is now regulated by 2 main players, $LLY and $NVO. They both own patents that prevent other companies from starting GLP-1 production. This means that both of those companies have huge pricing power.", "tweet_type": "analysis", "timeline": "years", "summary": "High-conviction long HIMS as GLP-1 platform monopolist; also bullish LLY and NVO on patent-protected pricing power as supply remains constrained.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "It still strikes me how wrongly investors see the GLP-1 drugs. It is not an obesity drug, it is way more than that.\n\nLast year I shared some research on $HIMS and why I think they are ideally positioned for a huge next pharma wave. (yes, they are still down 25% since I shared the research, but it's about the thesis).\n\nIt is scientifically proven that GLP-1 helps with cardiovascular health, kidney diseases, addiction, neurological conditions, sleep apnea, fatty liver, fertility, and even more conditions.\n\nSo why is it still mainly seen as an obesity drug?\n\nThe GLP-1 production is now regulated by 2 main players, $LLY and $NVO. They both own patents that prevent other companies from starting GLP-1 production. This means that both of those companies have huge pricing power.\n\nThe pricing power is a simple supply/demand principle here. The supply is limited, so the higher the demand, the more Novo and Lilly can ask for their GLP-1 products.\n\nHere is where the governments jump in. They also see these huge GLP-1 benefits, but want to make sure the system benefits most. Obesity is one of the most costly diseases for our healthcare system and so the governments regulate the drug only for obesity use.\n\nHow can this change?\n\nPatents will expire and other companies will find ways to bypass the patents or create their own. Pfizer and Roche are both working on their own GLP-1 products.\n\nIn other words, the supply gets bigger -> price of the drug will come down -> and governments can ease the prescriptions.\n\nFirst, governments will just widen the prescriptions to more diseases, to not let the demand side surge again. But after a couple of years, I believe that you won't need a prescription anymore.\n\nAndrew Dudum expects competition to push prices from $1,500 / month toward $50 / month as supply grows & patents expire.\n\nWho benefits from this change?\n\nThe one who can get the GLP-1 products to the customer. As long as the products are protected by prescriptions, $HIMS basically has a monopoly.\n\nThey will need to do everything in their power to attract as many customers as possible to the platform with this monopoly.\n\nThey will need to be the front-tier supplier/platform when prescriptions fall off. If not, it will be easy for Amazon or others to catch up.\n\nThis is why the dispute with Novo is so important. $NVO is the first company to produce a GLP-1 pill. It is super important that $HIMS brings it to the customers. Customers should create a habit of ordering from HIMS.\n\nThe price targets I set in December look out of proportion at the moment. But, I still believe in the business case. With a settlement ready between HIMS and Novo, I don't see any reason to change my business case.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. 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{"unit_id": "orig:2026267850940334138", "ticker_idx": 0, "ts": "2026-02-24T12:07:56+00:00", "symbol": "DOCN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strategic shift is paying off… accelerating momentum and a highly profitable product mix, management confidently raised their long-term growth forecasts", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DOCN: AI services shift driving revenue acceleration, largest customers spending more, guidance raised.", "resolved_tickers": ["DOCN"], "resolution_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": "$DOCN strategic shift is paying off, driving a solid 12% stock jump. They just landed a strong Q4 double beat. \n\nThe core takeaway is their successful evolution beyond basic cloud hosting into advanced AI services. Rather than just renting raw hardware, they are capturing high-value demand for running active AI applications. \n\nThis premium approach is working: their largest customers are drastically increasing their spending, and overall platform loyalty is rebounding strongly. \n\nThanks to this accelerating momentum and a highly profitable product mix, management confidently raised their long-term growth forecasts.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05578578110241339, "ret_signed_m1d": -0.05578578110241339, "alpha_spy_m1d": -0.048569755337039666, "alpha_c_m1d": -0.048569755337039666, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05530763672092909, "ret_signed_p1d": -0.05530763672092909, "alpha_spy_p1d": -0.06374594302146752, "alpha_c_p1d": -0.06374594302146752, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": -0.1169907548011283, "ret_signed_p1w": -0.1169907548011283, "alpha_spy_p1w": -0.10677776715096443, "alpha_c_p1w": -0.10677776715096443, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": 0.3866751302599911, "ret_signed_p1m": 0.3866751302599911, "alpha_spy_p1m": 0.4284823557661971, "alpha_c_p1m": 0.4284823557661971, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 1.5256614994362163, "ret_signed_p3m": 1.5256614994362163, "alpha_spy_p3m": 1.4378948475377313, "alpha_c_p3m": 1.4378948475377313, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.08776665189848498, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3866751302599911, "alpha_spy_stated": 0.4284823557661971, "alpha_c_stated": 0.4284823557661971, "price_path": [-0.2807, -0.2904, -0.2928, -0.2888, -0.2686, -0.2628, -0.2302, -0.2112, -0.2075, -0.193, -0.2163, -0.2404, -0.2703, -0.2917, -0.3003, -0.2684, -0.2426, -0.2157, -0.2201, -0.2163, -0.2163, -0.2107, -0.2136, -0.2222, -0.233, -0.233, -0.2195, -0.1933, -0.1391, -0.1463, -0.1637, -0.1521, -0.1181, -0.1331, -0.16, -0.1572, -0.1591, -0.1591, -0.2026, -0.1914, -0.1345, -0.1455, -0.0606, -0.0397, -0.0398, -0.1054, -0.1194, -0.0467, -0.0704, -0.0872, -0.081, 0.0029, 0.0319, 0.0214, -0.0054, 0.0166, 0.0864, 0.0864, 0.0784, 0.0975, 0.0867, 0.0142, -0.0558, 0.0, -0.0553, -0.1352, -0.1065, -0.0717, -0.117, -0.167, -0.142, -0.1321, -0.083, -0.0116, 0.0948, 0.0555, 0.0939, 0.1478, 0.2367, 0.3146, 0.3604, 0.3173, 0.3711, 0.3535, 0.3867, 0.3647, 0.2977, 0.2483, 0.3672, 0.3975, 0.4347, 0.4347, 0.3878, 0.3801, 0.4246, 0.3894, 0.2048, 0.273, 0.1707, 0.2386, 0.4095, 0.3648, 0.4276, 0.5096, 0.5225, 0.5279, 0.5175, 0.5771, 0.5043, 0.544, 0.537, 0.6388, 0.7343, 1.435, 1.566, 1.3977, 1.6132, 1.5936, 1.482, 1.5371, 1.5247, 1.4684, 1.3499, 1.3911, 1.552, 1.5239, 1.5257, 1.5257, 1.5617, 1.3975, 1.4213, 1.4857, 1.7646, 1.7585, 1.7682, 1.877, 1.7075, 1.6988, 1.683, 1.733, 1.7853, 1.7166, 1.8895, 1.7762, 1.8341, 1.7617, 1.7617, 1.6497, 1.5053, 1.3683, 1.3165, 1.22, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996542870527017028", "ticker_idx": 0, "ts": "2025-12-04T11:31:28+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 securing the grid OS layer validates the thesis: software must optimize physical infrastructure to unlock true AI scale. Smart strategic pivot.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Chain Reaction positions it as the grid OS layer, validating the thesis that software must optimize physical infra for AI scale.", "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": "@StockSavvyShay Energy is the new compute constraint. $PLTR securing the grid OS layer validates the thesis: software must optimize physical infrastructure to unlock true AI scale. Smart strategic pivot.", "reply_text": null, "parent_text": "$PLTR launched Chain Reaction with $NVDA as an AI infra platform that unifies utilities, data centers & developers to forecast power demand as AI loads accelerate.\n\nAI doesn’t scale without a coordination layer for power & Palantir is making it clear they plan to own that layer. https://t.co/FqVBMnxZiD", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.010341706142237284, "ret_signed_m1d": -0.010341706142237284, "alpha_spy_m1d": -0.009611190384084423, "alpha_c_m1d": -0.009611190384084423, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.000730515758152861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021582713452168223, "ret_signed_p1d": 0.021582713452168223, "alpha_spy_p1d": 0.01968322860785232, "alpha_c_p1d": 0.01968322860785232, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0018994848443159018, "ret_p1w": 0.054069217716901985, "ret_signed_p1w": 0.054069217716901985, "alpha_spy_p1w": 0.0470848971891753, "alpha_c_p1w": 0.0470848971891753, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.006984320527726684, "ret_p1m": -0.05654225304701954, "ret_signed_p1m": -0.05654225304701954, "alpha_spy_p1m": -0.05770924387780585, "alpha_c_p1m": -0.05770924387780585, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.0011669908307863075, "ret_p3m": -0.1725494450550228, "ret_signed_p3m": -0.1725494450550228, "alpha_spy_p3m": -0.1695546361769723, "alpha_c_p3m": -0.1695546361769723, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.002994808878050481, "ret_p6m": -0.12016639558702646, "ret_signed_p6m": -0.12016639558702646, "alpha_spy_p6m": -0.23179485045268033, "alpha_c_p6m": -0.23179485045268033, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": 0.11162845486565387, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05654225304701954, "alpha_spy_stated": -0.05770924387780585, "alpha_c_stated": -0.05770924387780585, "price_path": [-0.1226, -0.0875, -0.0628, -0.0762, -0.0365, -0.0377, -0.0431, -0.0539, -0.0053, 0.0251, 0.0079, 0.026, 0.0092, 0.0067, -0.002, 0.0053, 0.0253, 0.0395, 0.0513, -0.0273, 0.009, 0.0239, 0.0317, 0.0424, -0.0139, -0.004, 0.0102, 0.0096, 0.0011, 0.0013, 0.0206, 0.0202, -0.0137, 0.0144, 0.0377, 0.0633, 0.0656, 0.1174, 0.0935, 0.1267, 0.1645, 0.0721, 0.0561, -0.0161, 0.0001, 0.0882, 0.0733, 0.0351, -0.0325, -0.022, -0.0375, -0.0595, -0.0703, -0.1246, -0.1297, -0.0881, -0.0808, -0.0683, -0.0683, -0.0532, -0.0586, -0.0406, -0.0103, 0.0, 0.0216, 0.0201, 0.022, 0.0561, 0.0541, 0.0318, 0.03, 0.0552, -0.0035, 0.0437, 0.0869, 0.0903, 0.0911, 0.0913, 0.0913, 0.0606, 0.0352, 0.0164, -0.001, -0.001, -0.0565, -0.0218, 0.0101, 0.0211, -0.006, -0.0024, 0.0084, 0.0058, 0.0027, -0.0048, -0.0391, -0.0391, -0.0528, -0.0708, -0.0676, -0.0468, -0.0587, -0.0687, -0.1156, -0.1465, -0.1761, -0.1695, -0.1126, -0.2157, -0.2693, -0.2362, -0.1968, -0.2159, -0.2374, -0.2742, -0.2614, -0.2614, -0.2524, -0.2391, -0.2419, -0.2399, -0.266, -0.2759, -0.2458, -0.2359, -0.2289, -0.1841, -0.1725, -0.139, -0.1419, -0.1167, -0.1208, -0.1505, -0.1479, -0.1373, -0.1516, -0.1416, -0.1284, -0.1414, -0.125, -0.1531, -0.096, -0.1301, -0.129, -0.1706, -0.1959, -0.2269, -0.1778, -0.1767, -0.1656, -0.1656, -0.1686, -0.1565, -0.2089, -0.2666, -0.2802, -0.256, -0.2373, -0.201, -0.1976, -0.1772, -0.18, -0.1796, -0.1422, -0.2043, -0.1958, -0.1957, -0.2065, -0.2245, -0.2181, -0.1903, -0.1792, -0.2361, -0.248, -0.2297, -0.2255, -0.2306, -0.2356, -0.2691, -0.2484, -0.2469, -0.2404, -0.2398, -0.2291, -0.2277, -0.2307, -0.2307, -0.2322, -0.2552, -0.1944, -0.1202]}
{"unit_id": "orig:1986047375580753946", "ticker_idx": 0, "ts": "2025-11-05T12:26:07+00:00", "symbol": "DOCN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "strong Q3 double beat … agentic cloud strategy is driving record new sales and strong profitability … Momentum is high, the company raised its FY25 guidance and accelerated its 2027 growth targets to 2026", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish DOCN: strong Q3 beat, raised guidance, and accelerated growth targets signal durable momentum.", "resolved_tickers": ["DOCN"], "resolution_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": "$DOCN reported a strong Q3 double beat 🟢 \n\nIts agentic cloud strategy is driving record new sales and strong profitability, attracting larger AI customers. Momentum is high, the company raised its FY25 guidance and accelerated its 2027 growth targets to 2026.\n\n$DOCN is up 10%📈 https://t.co/gLudmfuObq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15258680351278564, "ret_signed_m1d": -0.15258680351278564, "alpha_spy_m1d": -0.14913338573451862, "alpha_c_m1d": -0.14913338573451862, "bench_spy_m1d": -0.0034534177782670206, "bench_c_m1d": -0.0034534177782670206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027723213702065763, "ret_signed_p1d": 0.027723213702065763, "alpha_spy_p1d": 0.03845257757130327, "alpha_c_p1d": 0.03845257757130327, "bench_spy_p1d": -0.010729363869237507, "bench_c_p1d": -0.010729363869237507, "ret_p1w": 0.05588294000982774, "ret_signed_p1w": 0.05588294000982774, "alpha_spy_p1w": 0.047323008774829756, "alpha_c_p1w": 0.047323008774829756, "bench_spy_p1w": 0.008559931234997986, "bench_c_p1w": 0.008559931234997986, "ret_p1m": 0.009604859496151974, "ret_signed_p1m": 0.009604859496151974, "alpha_spy_p1m": -0.00044559166518376436, "alpha_c_p1m": -0.00044559166518376436, "bench_spy_p1m": 0.010050451161335738, "bench_c_p1m": 0.010050451161335738, "ret_p3m": 0.3056101196312675, "ret_signed_p3m": 0.3056101196312675, "alpha_spy_p3m": 0.27626319823473633, "alpha_c_p3m": 0.27626319823473633, "bench_spy_p3m": 0.029346921396531167, "bench_c_p3m": 0.029346921396531167, "ret_p6m": 1.1049988520934244, "ret_signed_p6m": 1.1049988520934244, "alpha_spy_p6m": 1.0383321672618693, "alpha_c_p6m": 1.0383321672618693, "bench_spy_p6m": 0.06666668483155513, "bench_c_p6m": 0.06666668483155513, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009604859496151974, "alpha_spy_stated": -0.00044559166518376436, "alpha_c_stated": -0.00044559166518376436, "price_path": [-0.2785, -0.3547, -0.344, -0.3069, -0.3333, -0.3224, -0.308, -0.3257, -0.3405, -0.3453, -0.3117, -0.3215, -0.3281, -0.2936, -0.2718, -0.2879, -0.2879, -0.3043, -0.3006, -0.2988, -0.2849, -0.2729, -0.2508, -0.2537, -0.2019, -0.2209, -0.1928, -0.2069, -0.2087, -0.1877, -0.2017, -0.1768, -0.1932, -0.2072, -0.2331, -0.2338, -0.2268, -0.2543, -0.217, -0.155, -0.1842, -0.162, -0.1642, -0.174, -0.1369, -0.186, -0.1371, -0.1164, -0.0515, -0.0596, -0.096, -0.1028, -0.1327, -0.1491, -0.1353, -0.1388, -0.1185, -0.1327, -0.1356, -0.1718, -0.1124, -0.0956, -0.1526, 0.0, 0.0277, 0.0801, 0.1279, 0.0915, 0.0559, -0.0135, 0.0007, -0.0275, -0.0393, -0.0375, -0.0574, -0.0437, -0.0144, -0.0199, -0.0148, -0.0148, -0.0282, -0.0314, -0.026, 0.0017, 0.0096, 0.0544, 0.0803, 0.0854, 0.1052, 0.0733, 0.0404, -0.0007, -0.0299, -0.0417, 0.002, 0.0373, 0.0742, 0.0681, 0.0733, 0.0733, 0.081, 0.0771, 0.0653, 0.0504, 0.0504, 0.069, 0.1048, 0.179, 0.1692, 0.1454, 0.1613, 0.2078, 0.1873, 0.1504, 0.1543, 0.1517, 0.1517, 0.0921, 0.1074, 0.1853, 0.1703, 0.2866, 0.3152, 0.315, 0.2253, 0.2061, 0.3056, 0.2731, 0.2502, 0.2587, 0.3735, 0.4132, 0.3988, 0.3621, 0.3923, 0.4879, 0.4879, 0.477, 0.5032, 0.4883, 0.389, 0.2932, 0.3696, 0.2938, 0.1845, 0.2238, 0.2713, 0.2093, 0.1408, 0.1751, 0.1886, 0.2558, 0.3536, 0.4995, 0.4455, 0.4981, 0.5719, 0.6937, 0.8005, 0.8631, 0.8042, 0.8778, 0.8537, 0.8991, 0.869, 0.7773, 0.7097, 0.8725, 0.914, 0.9649, 0.9649, 0.9007, 0.8902, 0.9511, 0.9029, 0.6501, 0.7435, 0.6034, 0.6964, 0.9304, 0.8692, 0.9552, 1.0675, 1.0851, 1.0926, 1.0784, 1.16, 1.0602, 1.1146, 1.105]}
{"unit_id": "reply:2003131557373161788", "ticker_idx": 0, "ts": "2025-12-22T15:52:34+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL will be covered by more and more big accounts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL as increasing big-account coverage will drive attention to the stock.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SpaceInvestor_D $PL will be covered by more and more big accounts 👌🏼", "reply_text": null, "parent_text": "Do you notice it too?\n\nMore and more \"big accounts\" are suddenly paying attention to space companies.\n\nAlways remember: you were early.", "quoted_text": null, "parent_author": "SpaceInvestor_D", "ret_m1d": -0.0689320412620611, "ret_signed_m1d": -0.0689320412620611, "alpha_spy_m1d": -0.0627407185395994, "alpha_c_m1d": -0.05796743634678092, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006310638755305131, "ret_signed_p1d": 0.006310638755305131, "alpha_spy_p1d": 0.0017402364156462458, "alpha_c_p1d": 0.006692632072815008, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.035436870326127856, "ret_signed_p1w": -0.035436870326127856, "alpha_spy_p1w": -0.03984662315794507, "alpha_c_p1w": -0.034290695030556706, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": -0.0011461752955711502, "ret_p1m": 0.359223275800848, "ret_signed_p1m": 0.359223275800848, "alpha_spy_p1m": 0.3698099260507418, "alpha_c_p1m": 0.3179625279046192, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": 0.0412607478962288, "ret_p3m": 0.30873779539945656, "ret_signed_p3m": 0.30873779539945656, "alpha_spy_p3m": 0.3452870368031623, "alpha_c_p3m": 0.26410230111954025, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.36941740592628025, "ret_signed_p6m": 0.36941740592628025, "alpha_spy_p6m": 0.27078102726186093, "alpha_c_p6m": 0.22102281806151747, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.359223275800848, "alpha_spy_stated": 0.3698099260507418, "alpha_c_stated": 0.3179625279046192, "price_path": [-0.4209, -0.4194, -0.4078, -0.3791, -0.3699, -0.3316, -0.2791, -0.2568, -0.2602, -0.2388, -0.2427, -0.2398, -0.2864, -0.2597, -0.2825, -0.2675, -0.3578, -0.3636, -0.3417, -0.3733, -0.3932, -0.3714, -0.3393, -0.3539, -0.3767, -0.3738, -0.3757, -0.3471, -0.3597, -0.3835, -0.3568, -0.3951, -0.3782, -0.35, -0.3947, -0.3961, -0.4461, -0.4466, -0.4558, -0.4442, -0.4277, -0.4549, -0.4583, -0.4398, -0.4306, -0.4311, -0.4311, -0.4223, -0.432, -0.4286, -0.417, -0.3718, -0.3801, -0.3714, -0.3767, -0.3718, -0.1519, -0.1146, -0.1238, -0.132, -0.2005, -0.151, -0.0689, 0.0, 0.0063, -0.0136, -0.0136, -0.0602, -0.0354, -0.0417, -0.0427, -0.0427, -0.0092, 0.0383, 0.0602, 0.0976, 0.0893, 0.1024, 0.235, 0.2291, 0.2976, 0.3728, 0.3971, 0.3971, 0.3592, 0.2806, 0.265, 0.3078, 0.2558, 0.3626, 0.3534, 0.2791, 0.2121, 0.1092, 0.1626, 0.0568, -0.0083, 0.0806, 0.166, 0.1063, 0.051, 0.034, 0.0883, 0.0883, 0.0782, 0.1524, 0.2189, 0.1602, 0.1544, 0.1995, 0.1956, 0.2427, 0.1718, 0.2796, 0.2282, 0.2621, 0.1937, 0.2272, 0.2534, 0.233, 0.235, 0.2121, 0.2034, 0.1942, 0.3146, 0.2044, 0.3087, 0.6422, 0.6417, 0.5451, 0.717, 0.5728, 0.4981, 0.3539, 0.3568, 0.4908, 0.7417, 0.7417, 0.7, 0.7073, 0.7743, 0.6617, 0.683, 0.666, 0.6471, 0.6704, 0.9364, 0.868, 0.8204, 0.8461, 0.916, 0.8587, 0.7204, 0.7209, 0.7005, 0.6544, 0.7947, 0.7913, 0.8709, 0.8024, 0.9267, 0.7107, 0.8951, 1.0311, 0.9748, 0.9777, 1.0893, 1.0204, 1.0199, 1.0189, 1.0709, 1.0621, 1.1529, 1.1529, 1.3456, 1.4505, 1.4951, 1.4825, 1.2553, 1.3345, 1.0937, 1.1131, 0.5641, 0.5893, 0.5131, 0.4913, 0.6587, 0.5121, 0.4845, 0.3694]}
{"unit_id": "orig:2016129432033886381", "ticker_idx": 0, "ts": "2026-01-27T12:41:29+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BA is showing clear signs of recovery, delivering 160 jets in the fourth quarter which is its best performance since 2018... the company has returned to generating positive cash flow... Boeing is successfully rebuilding its delivery muscle and backlog", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish BA on recovery signs: record Q4 deliveries, return to positive cash flow, stabilizing 737 production, and growing backlog despite defense headwinds.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$BA with a massive Q4 beat. They EPS was unexpectedly positive (9.92 vs -0.41 est.), they also beat the revenue estimate. The stock is not really reacting to this massive beat as the massive profits are part of a one-time sale. \n\n$BA is showing clear signs of recovery, delivering 160 jets in the fourth quarter which is its best performance since 2018. While reported profits appear massive, they were primarily inflated by a one-time $9.6 billion sale of a digital business unit rather than core operations.\n\nCrucially, however, the company has returned to generating positive cash flow, driven by stabilizing 737 production rates and the strategic acquisition of supplier Spirit AeroSystems to ensure better safety and quality control. \n\nWhile the Commercial division is ramping up, the Defense unit remains a drag on performance due to persistent cost overruns. Overall, Boeing is successfully rebuilding its delivery muscle and backlog, even as it navigates complex certification timelines for its future 777X jet.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015824317778136532, "ret_signed_m1d": 0.015824317778136532, "alpha_spy_m1d": 0.019792760799690168, "alpha_c_m1d": 0.01994388857850271, "bench_spy_m1d": -0.003968443021553636, "bench_c_m1d": -0.004119570800366179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012144264190187326, "ret_signed_p1d": -0.012144264190187326, "alpha_spy_p1d": -0.012043599609862454, "alpha_c_p1d": -0.0065704976289393535, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.0055737665612479725, "ret_p1w": -0.04665523297355967, "ret_signed_p1w": -0.04665523297355967, "alpha_spy_p1w": -0.038085774589585286, "alpha_c_p1w": -0.07016185022408705, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506617250527384, "ret_p1m": -0.05806344901046223, "ret_signed_p1m": -0.05806344901046223, "alpha_spy_p1m": -0.054698993470857715, "alpha_c_p1m": -0.12191907324360118, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385562423313895, "ret_p3m": -0.04955837110802919, "ret_signed_p3m": -0.04955837110802919, "alpha_spy_p3m": -0.07888996535266202, "alpha_c_p3m": -0.09738717449951695, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782880339148776, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.04955837110802919, "alpha_spy_stated": -0.07888996535266202, "alpha_c_stated": -0.09738717449951695, "price_path": [-0.1819, -0.178, -0.1636, -0.1902, -0.1919, -0.1965, -0.2042, -0.2034, -0.2018, -0.2006, -0.2044, -0.2046, -0.2157, -0.2246, -0.2407, -0.2665, -0.2652, -0.2676, -0.254, -0.2357, -0.2357, -0.2272, -0.2376, -0.1602, -0.1718, -0.1746, -0.1745, -0.1566, -0.1807, -0.1874, -0.1793, -0.1643, -0.1597, -0.1548, -0.1563, -0.1484, -0.1246, -0.1133, -0.1133, -0.1079, -0.1079, -0.115, -0.1117, -0.1066, -0.1122, -0.1122, -0.0687, -0.0672, -0.0602, -0.0672, -0.0702, -0.041, -0.0194, -0.0, -0.008, 0.013, 0.0128, 0.0128, 0.0182, 0.0225, 0.028, 0.031, 0.0158, 0.0, -0.0121, -0.043, -0.0443, -0.0472, -0.0467, -0.0352, -0.0311, -0.0063, 0.0006, -0.0081, -0.0339, -0.0213, -0.0065, -0.0065, -0.0021, -0.023, -0.0444, -0.0512, -0.0577, -0.0457, -0.0581, -0.0619, -0.0696, -0.0606, -0.0836, -0.0705, -0.092, -0.055, -0.08, -0.1096, -0.1246, -0.1627, -0.1418, -0.1271, -0.138, -0.1577, -0.1774, -0.2022, -0.1887, -0.1968, -0.1838, -0.2053, -0.221, -0.2263, -0.1862, -0.1523, -0.1486, -0.1486, -0.1319, -0.1413, -0.1094, -0.1002, -0.1101, -0.0917, -0.085, -0.0844, -0.105, -0.0866, -0.0797, -0.1039, -0.0543, -0.0426, -0.0496, -0.0541, -0.0566, -0.0836, -0.0635, -0.0702, -0.0951, -0.0825, -0.0598, -0.0553, -0.0294, -0.026, -0.0314, -0.0162, -0.0628, -0.0984, -0.0979, -0.1208, -0.0914, -0.102, -0.1044, -0.1044, -0.1049, -0.0828, -0.0645, -0.0548, -0.0828, -0.1098, -0.1389, -0.111, -0.119, -0.1171, -0.1229, -0.1454, -0.0938, -0.1043, -0.0638, -0.0698, -0.0774, -0.0893, -0.0893, -0.097, -0.1139, -0.0994, -0.1081, -0.1117, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:1984254827619332465", "ticker_idx": 0, "ts": "2025-10-31T13:43:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there's still significant room to grow. While the P/E ratio is elevated in the short term, I expect it to normalize through earnings growth rather than a drop in the stock price. I'm certainly not trimming the stock.", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Largest holding for 2 years, still holding; expects P/E to normalize via earnings growth not price drop, significant room to grow.", "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": "$PLTR is pushing through $200. It's been my largest holding for the past two years and it certainly hasn't disappointed. \n\nLooking forward to seeing how the earnings turn out. https://t.co/K7l5vt57oN\n\n---\n\nThanks! I think there's still significant room to grow. \n\nWhile the P/E ratio is elevated in the short term, I expect it to normalize through earnings growth rather than a drop in the stock price.\n\nI'm certainly not trimming the stock.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0295305937691287, "ret_signed_m1d": -0.0295305937691287, "alpha_spy_m1d": -0.026261276519938814, "alpha_c_m1d": -0.026261276519938814, "bench_spy_m1d": -0.0032693172491898848, "bench_c_m1d": -0.0032693172491898848, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0334712995172326, "ret_signed_p1d": 0.0334712995172326, "alpha_spy_p1d": 0.03159446924454956, "alpha_c_p1d": 0.03159446924454956, "bench_spy_p1d": 0.0018768302726830388, "bench_c_p1d": 0.0018768302726830388, "ret_p1w": -0.11243581786636958, "ret_signed_p1w": -0.11243581786636958, "alpha_spy_p1w": -0.09617630153115209, "alpha_c_p1w": -0.09617630153115209, "bench_spy_p1w": -0.016259516335217494, "bench_c_p1w": -0.016259516335217494, "ret_p1m": -0.164513371211239, "ret_signed_p1m": -0.164513371211239, "alpha_spy_p1m": -0.1618890028966743, "alpha_c_p1m": -0.1618890028966743, "bench_spy_p1m": -0.0026243683145646957, "bench_c_p1m": -0.0026243683145646957, "ret_p3m": -0.21509450219295145, "ret_signed_p3m": -0.21509450219295145, "alpha_spy_p3m": -0.23769505395452473, "alpha_c_p3m": -0.23769505395452473, "bench_spy_p3m": 0.022600551761573273, "bench_c_p3m": 0.022600551761573273, "ret_p6m": -0.2861774568157319, "ret_signed_p6m": -0.2861774568157319, "alpha_spy_p6m": -0.34069206326695356, "alpha_c_p6m": -0.34069206326695356, "bench_spy_p6m": 0.05451460645122164, "bench_c_p6m": 0.05451460645122164, "ret_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": -0.21509450219295145, "alpha_spy_stated": -0.23769505395452473, "alpha_c_stated": -0.23769505395452473, "price_path": [-0.1357, -0.1044, -0.0911, -0.0674, -0.0887, -0.0673, -0.0803, -0.097, -0.1162, -0.1319, -0.2131, -0.2218, -0.2209, -0.2082, -0.216, -0.1975, -0.2182, -0.2113, -0.2183, -0.2183, -0.2164, -0.2273, -0.2211, -0.2362, -0.2213, -0.1901, -0.1683, -0.1801, -0.1449, -0.146, -0.1507, -0.1603, -0.1172, -0.0902, -0.1055, -0.0894, -0.1043, -0.1065, -0.1142, -0.1078, -0.09, -0.0774, -0.0669, -0.1367, -0.1045, -0.0913, -0.0844, -0.0748, -0.1249, -0.116, -0.1034, -0.104, -0.1115, -0.1113, -0.0942, -0.0946, -0.1246, -0.0997, -0.079, -0.0563, -0.0542, -0.0083, -0.0295, 0.0, 0.0335, -0.0485, -0.0627, -0.1268, -0.1124, -0.0342, -0.0474, -0.0813, -0.1413, -0.132, -0.1458, -0.1653, -0.1748, -0.2231, -0.2276, -0.1907, -0.1842, -0.1731, -0.1731, -0.1597, -0.1645, -0.1486, -0.1217, -0.1125, -0.0933, -0.0947, -0.0929, -0.0627, -0.0645, -0.0843, -0.0859, -0.0635, -0.1156, -0.0737, -0.0354, -0.0324, -0.0316, -0.0314, -0.0314, -0.0587, -0.0813, -0.0979, -0.1133, -0.1133, -0.1627, -0.1318, -0.1036, -0.0937, -0.1178, -0.1146, -0.1051, -0.1073, -0.1101, -0.1167, -0.1472, -0.1472, -0.1593, -0.1753, -0.1724, -0.154, -0.1646, -0.1734, -0.2151, -0.2425, -0.2688, -0.2629, -0.2125, -0.3039, -0.3515, -0.3221, -0.2871, -0.3041, -0.3232, -0.3559, -0.3445, -0.3445, -0.3365, -0.3247, -0.3271, -0.3254, -0.3485, -0.3573, -0.3306, -0.3219, -0.3157, -0.2759, -0.2656, -0.2358, -0.2384, -0.216, -0.2197, -0.2461, -0.2438, -0.2343, -0.247, -0.2382, -0.2264, -0.2379, -0.2234, -0.2484, -0.1977, -0.2279, -0.227, -0.2639, -0.2864, -0.3139, -0.2703, -0.2693, -0.2594, -0.2594, -0.2621, -0.2514, -0.2979, -0.3491, -0.3612, -0.3397, -0.3231, -0.2909, -0.2879, -0.2698, -0.2723, -0.2719, -0.2387, -0.2938, -0.2862, -0.2862]}
{"unit_id": "reply:1975194979812175988", "ticker_idx": 0, "ts": "2025-10-06T13:42:35+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's my largest position by far as well. I expect them to start their climb to $200 today.", "tweet_type": "prediction", "timeline": "days", "summary": "Long PLTR as largest position; expects climb to $200 starting today.", "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": "@cantonmeow It's my largest position by far as well. I expect them to start their climb to $200 today.", "reply_text": null, "parent_text": "$PLTR is trying to reclaim the 20 period moving average on this 4 hour chart, but is at resistance after a gap-up. \nIt is my largest position by far, and I hope it does reclaim it back into support. Touching the lower Bollinger band is healthy, and if it reclaims this level when https://t.co/kvlMsKyTx3", "quoted_text": null, "parent_author": "cantonmeow", "ret_m1d": -0.035982796741505285, "ret_signed_m1d": -0.035982796741505285, "alpha_spy_m1d": -0.03240934016219155, "alpha_c_m1d": -0.03240934016219155, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0035734565793137385, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014705059920898655, "ret_signed_p1d": 0.014705059920898655, "alpha_spy_p1d": 0.018412573810216437, "alpha_c_p1d": 0.018412573810216437, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.0037075138893177817, "ret_p1w": -0.012922587206619096, "ret_signed_p1w": -0.012922587206619096, "alpha_spy_p1w": -0.00016221890912948567, "alpha_c_p1w": -0.00016221890912948567, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.01276036829748961, "ret_p1m": 0.062440855512108984, "ret_signed_p1m": 0.062440855512108984, "alpha_spy_p1m": 0.057035862697415896, "alpha_c_p1m": 0.057035862697415896, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.005404992814693088, "ret_p3m": -0.009914770742493584, "ret_signed_p3m": -0.009914770742493584, "alpha_spy_p3m": -0.028266236021879276, "alpha_c_p3m": -0.028266236021879276, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.018351465279385692, "ret_p6m": -0.1852058164433873, "ret_signed_p6m": -0.1852058164433873, "alpha_spy_p6m": -0.15904933848353608, "alpha_c_p6m": -0.15904933848353608, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": -0.02615647795985121, "ret_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": -0.012922587206619096, "alpha_spy_stated": -0.00016221890912948567, "alpha_c_stated": -0.00016221890912948567, "price_path": [-0.2028, -0.2063, -0.2085, -0.1692, -0.1724, -0.1594, -0.1423, -0.1449, -0.1545, -0.1697, -0.1387, -0.1374, -0.1155, -0.1206, -0.1297, -0.1165, -0.118, -0.1407, -0.1051, -0.0349, 0.0001, 0.0149, 0.0414, 0.0175, 0.0414, 0.027, 0.0083, -0.0131, -0.0306, -0.1213, -0.131, -0.1301, -0.1158, -0.1245, -0.1039, -0.1271, -0.1193, -0.1271, -0.1271, -0.125, -0.1372, -0.1303, -0.1472, -0.1305, -0.0956, -0.0712, -0.0845, -0.0451, -0.0463, -0.0516, -0.0624, -0.0143, 0.0159, -0.0011, 0.0168, 0.0002, -0.0023, -0.0109, -0.0037, 0.0161, 0.0302, 0.0419, -0.036, 0.0, 0.0147, 0.0224, 0.0331, -0.0228, -0.0129, 0.0012, 0.0005, -0.0079, -0.0077, 0.0115, 0.011, -0.0225, 0.0053, 0.0284, 0.0538, 0.0561, 0.1074, 0.0837, 0.1166, 0.154, 0.0624, 0.0466, -0.025, -0.0089, 0.0784, 0.0637, 0.0258, -0.0412, -0.0307, -0.0461, -0.068, -0.0786, -0.1325, -0.1375, -0.0963, -0.089, -0.0766, -0.0766, -0.0617, -0.0671, -0.0492, -0.0192, -0.009, 0.0124, 0.0109, 0.0129, 0.0467, 0.0446, 0.0225, 0.0207, 0.0458, -0.0125, 0.0343, 0.0771, 0.0805, 0.0813, 0.0815, 0.0815, 0.0511, 0.0259, 0.0073, -0.0099, -0.0099, -0.065, -0.0306, 0.001, 0.012, -0.0149, -0.0114, -0.0007, -0.0032, -0.0063, -0.0137, -0.0477, -0.0477, -0.0613, -0.0791, -0.0759, -0.0553, -0.0672, -0.077, -0.1235, -0.1541, -0.1835, -0.177, -0.1206, -0.2227, -0.2758, -0.243, -0.204, -0.2229, -0.2442, -0.2807, -0.268, -0.268, -0.2591, -0.2459, -0.2486, -0.2467, -0.2725, -0.2823, -0.2525, -0.2428, -0.2358, -0.1914, -0.18, -0.1467, -0.1496, -0.1246, -0.1287, -0.1581, -0.1556, -0.145, -0.1592, -0.1493, -0.1362, -0.1491, -0.1328, -0.1607, -0.1041, -0.1379, -0.1369, -0.1781, -0.2031, -0.2338, -0.1852]}
{"unit_id": "orig:2016477042334630129", "ticker_idx": 0, "ts": "2026-01-28T11:42:45+00:00", "symbol": "GEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GE Vernova is surging on the back of insatiable global electricity demand. They have locked in massive amounts of future work, pushing their backlog to a record $150 billion, importantly at much higher prices that guarantee better future profits.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long GEV: record backlog at higher prices, gas turbine and grid demand accelerating from data centers, dividend doubled, buybacks expanded, Prolec acquisition expanding grid dominance.", "resolved_tickers": ["GEV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "$GEV with a massive double beat in Q4. They report a record EPS and Revenue. Stock is up 4% in pre-earnings. \n\nGE Vernova is surging on the back of insatiable global electricity demand. While their Wind division remains a challenge, the Power and Electrification segments are booming. They have locked in massive amounts of future work, pushing their backlog to a record $150 billion, importantly at much higher prices that guarantee better future profits.\n\nDemand for gas turbines and grid equipment is accelerating, driven by data centers and electrification trends. Management signals deep confidence by raising future financial targets, doubling the dividend, and expanding share buybacks. \n\nWith the Prolec GE acquisition closing soon, they are aggressively expanding their grip on the electrical grid, offsetting wind struggles with massive strength elsewhere.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026546204412875363, "ret_signed_m1d": -0.026546204412875363, "alpha_spy_m1d": -0.026646879127578127, "alpha_c_m1d": -0.032151211977864746, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.005605007564989384, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008150651378041385, "ret_signed_p1d": 0.008150651378041385, "alpha_spy_p1d": 0.010135028532875179, "alpha_c_p1d": -0.0023281904823759803, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.010478841860417365, "ret_p1w": 0.048665536921583374, "ret_signed_p1w": 0.048665536921583374, "alpha_spy_p1w": 0.061938011316368224, "alpha_c_p1w": 0.01668053793554436, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.031984998986039015, "ret_p1m": 0.23169231205179264, "ret_signed_p1m": 0.23169231205179264, "alpha_spy_p1m": 0.24049274679715138, "alpha_c_p1m": 0.15517218843267178, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": 0.07652012361912086, "ret_p3m": 0.5752150472771269, "ret_signed_p3m": 0.5752150472771269, "alpha_spy_p3m": 0.5440063268880442, "alpha_c_p3m": 0.5212687769243152, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.05394627035281174, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.5752150472771269, "alpha_spy_stated": 0.5440063268880442, "alpha_c_stated": 0.5212687769243152, "price_path": [-0.1783, -0.1838, -0.2305, -0.214, -0.2274, -0.1924, -0.1858, -0.191, -0.192, -0.2162, -0.1879, -0.1897, -0.2207, -0.1639, -0.2164, -0.2195, -0.1848, -0.196, -0.1719, -0.1719, -0.1578, -0.1899, -0.1552, -0.1547, -0.1166, -0.1135, -0.1267, -0.1219, 0.0153, -0.0111, -0.0567, -0.0432, -0.0364, -0.1375, -0.1021, -0.0756, -0.0706, -0.0711, -0.0629, -0.0629, -0.0683, -0.0683, -0.0737, -0.0822, -0.0822, -0.0457, -0.0432, -0.0355, -0.0692, -0.1169, -0.1252, -0.1009, -0.0836, -0.0947, -0.0975, -0.0422, -0.0422, -0.0376, -0.0614, -0.0702, -0.0756, -0.0641, -0.0265, 0.0, 0.0082, 0.0208, 0.061, 0.0965, 0.0487, 0.0365, 0.0952, 0.1264, 0.1113, 0.1575, 0.1475, 0.1272, 0.1272, 0.1512, 0.1489, 0.1729, 0.1669, 0.1688, 0.2363, 0.2311, 0.2317, 0.2277, 0.2383, 0.1833, 0.1822, 0.1453, 0.1091, 0.1665, 0.1793, 0.1912, 0.1694, 0.1313, 0.1627, 0.1869, 0.2071, 0.2337, 0.1967, 0.2411, 0.2788, 0.2988, 0.2277, 0.1997, 0.1493, 0.2274, 0.2582, 0.2635, 0.2635, 0.2618, 0.2807, 0.3163, 0.3612, 0.3939, 0.3937, 0.3886, 0.3864, 0.3757, 0.41, 0.3923, 0.3939, 0.5855, 0.6164, 0.6159, 0.5752, 0.5312, 0.4949, 0.5235, 0.4947, 0.5101, 0.54, 0.5734, 0.4703, 0.4626, 0.5089, 0.5074, 0.4941, 0.5335, 0.4754, 0.4234, 0.4227, 0.4406, 0.4678, 0.4606, 0.4606, 0.5052, 0.451, 0.4005, 0.3616, 0.3366, 0.3635, 0.349, 0.3546, 0.3128, 0.3131, 0.2939, 0.2193, 0.2751, 0.3227, 0.3767, 0.382, 0.4756, 0.5612, 0.5612, 0.5864, 0.4561, 0.488, 0.5271, 0.4704, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1983312436305506811", "ticker_idx": 0, "ts": "2025-10-28T23:18:27+00:00", "symbol": "NEE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Firms like $NEE will benefit hugely form It", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NEE as a major beneficiary of the energy transition wave still in early stages.", "resolved_tickers": ["NEE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Regulated Electric", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Real_Money_Blog The energy transition wave is juts getting started. Firms like $NEE will benefit hugely form\nIt.", "reply_text": null, "parent_text": "$GOOGL just signed a 25-year deal with NextEra $NEE to restart Iowa’s Duane Arnold nuclear plant by 2029.\n\nIt’ll power Google’s AI and cloud data centers with carbon-free energy, marking a major comeback for U.S. nuclear as the backbone of AI infrastructure. $NLR", "quoted_text": null, "parent_author": "Real_Money_Blog", "ret_m1d": 0.02213797160395692, "ret_signed_m1d": 0.02213797160395692, "alpha_spy_m1d": 0.02261811159748761, "alpha_c_m1d": 0.02261811159748761, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.0004801399935306927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00146759448848377, "ret_signed_p1d": -0.00146759448848377, "alpha_spy_p1d": 0.009530503125776413, "alpha_c_p1d": 0.009530503125776413, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.010998097614260183, "ret_p1w": 0.0046477477860313865, "ret_signed_p1w": 0.0046477477860313865, "alpha_spy_p1w": 0.01891917720030445, "alpha_c_p1w": 0.01891917720030445, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.014271429414273062, "ret_p1m": 0.0533175181598502, "ret_signed_p1m": 0.0533175181598502, "alpha_spy_p1m": 0.06453388564251017, "alpha_c_p1m": 0.06453388564251017, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.05245552196837355, "ret_signed_p3m": 0.05245552196837355, "alpha_spy_p3m": 0.04170926731547864, "alpha_c_p3m": 0.04170926731547864, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.010746254652894915, "ret_p6m": 0.19327904037252108, "ret_signed_p6m": 0.19327904037252108, "alpha_spy_p6m": 0.15677300200554845, "alpha_c_p6m": 0.15677300200554845, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.03650603836697264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0533175181598502, "alpha_spy_stated": 0.06453388564251017, "alpha_c_stated": 0.06453388564251017, "price_path": [-0.1456, -0.144, -0.1361, -0.1439, -0.1191, -0.1212, -0.1207, -0.1278, -0.1225, -0.1232, -0.0847, -0.081, -0.0714, -0.0754, -0.0766, -0.0737, -0.0858, -0.0917, -0.1032, -0.1183, -0.1188, -0.1188, -0.1114, -0.1239, -0.1332, -0.1328, -0.1466, -0.143, -0.1311, -0.1277, -0.1238, -0.1255, -0.1459, -0.14, -0.1342, -0.1306, -0.1151, -0.1155, -0.097, -0.087, -0.0723, -0.0679, -0.0767, -0.0378, -0.0438, -0.0208, 0.0043, 0.0177, 0.0279, 0.0239, 0.0194, 0.0311, 0.0352, 0.0493, 0.0402, 0.0339, 0.0368, 0.0273, 0.0132, 0.0182, 0.0324, 0.0522, 0.0221, 0.0, -0.0015, -0.0044, 0.0002, -0.0009, 0.0046, 0.0029, 0.0265, 0.0368, 0.0489, 0.0505, 0.0273, 0.0259, 0.0488, 0.0352, 0.0307, 0.0311, 0.028, 0.0372, 0.0446, 0.0533, 0.0533, 0.0626, 0.0424, 0.0415, 0.0461, 0.0268, 0.0236, -0.0081, -0.0193, 0.0007, -0.0, 0.0054, 0.0054, 0.0014, -0.0113, -0.0044, -0.0206, -0.0144, -0.0175, -0.0094, -0.0094, -0.0099, -0.0116, -0.0084, -0.0115, -0.0115, -0.0034, 0.0014, -0.002, -0.035, -0.0212, -0.0163, -0.0011, 0.0053, 0.0095, 0.0121, 0.0298, 0.0298, 0.0283, 0.0325, 0.0475, 0.0443, 0.0525, 0.0731, 0.0783, 0.0858, 0.0824, 0.063, 0.0937, 0.1079, 0.0985, 0.1017, 0.1018, 0.1185, 0.125, 0.132, 0.155, 0.155, 0.1416, 0.1233, 0.1284, 0.1351, 0.1582, 0.1782, 0.1712, 0.1327, 0.1625, 0.1494, 0.1479, 0.148, 0.1298, 0.1284, 0.1407, 0.1349, 0.1364, 0.1372, 0.1503, 0.1508, 0.1472, 0.1277, 0.1457, 0.1096, 0.1186, 0.1359, 0.1302, 0.1302, 0.1332, 0.1412, 0.1515, 0.1511, 0.1548, 0.1548, 0.1496, 0.1613, 0.1675, 0.1713, 0.1664, 0.1443, 0.132, 0.1312, 0.1385, 0.1403, 0.1407, 0.1232, 0.1158, 0.1933]}
{"unit_id": "reply:1995256080272687497", "ticker_idx": 0, "ts": "2025-11-30T22:18:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I really don't think that valuation is a problem. They got a solution that every company can use. Once integrated, a solution every company needs. So, I'm very relaxed with their position in my portfolio.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PLTR; dismisses valuation concerns, views it as an indispensable enterprise solution with continued upside.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Certainly not a tax thing but I bought them at $30 and I never touched the stock again. I just let it grow and it outperformed all the rest. That is why it is such a big part of my portfolio. \n\nOn the other hand, I really don’t think that valuation is a problem. They got a solution that every company can use. Once integrated, a solution every company needs. \n\nSo, I’m very relaxed with their position in my portfolio. Before the surge of $PL and $HOOD, they where around 20% of my portfolio.", "reply_text": null, "parent_text": "@Kaizen_Investor With $PLTR sitting at such a large % of your portfolio I would love to hear your thoughts on it after the massive run up \n\nAre you sitting on too much unrealized gains and it’s a tax call?\n\nOr do you expect more growth into the future", "quoted_text": null, "parent_author": "jrd_beach", "ret_m1d": 0.005731634268274721, "ret_signed_m1d": 0.005731634268274721, "alpha_spy_m1d": 0.001145133970915202, "alpha_c_m1d": 0.001145133970915202, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01910559939872236, "ret_signed_p1d": 0.01910559939872236, "alpha_spy_p1d": 0.017253231894654553, "alpha_c_p1d": 0.017253231894654553, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.08358707708425861, "ret_signed_p1w": 0.08358707708425861, "alpha_spy_p1w": 0.0786477621128483, "alpha_c_p1w": 0.0786477621128483, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": 0.07970619384373623, "ret_signed_p1m": 0.07970619384373623, "alpha_spy_p1m": 0.06681407425801655, "alpha_c_p1m": 0.06681407425801655, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": -0.18836946693541956, "ret_signed_p3m": -0.18836946693541956, "alpha_spy_p3m": -0.20463775155590225, "alpha_c_p3m": -0.20463775155590225, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": -0.18442891143680318, "ret_signed_p6m": -0.18442891143680318, "alpha_spy_p6m": -0.2940823551522782, "alpha_c_p6m": -0.2940823551522782, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07970619384373623, "alpha_spy_stated": 0.06681407425801655, "alpha_c_stated": 0.06681407425801655, "price_path": [-0.0752, -0.0678, -0.0859, -0.068, -0.0306, -0.0045, -0.0187, 0.0235, 0.0222, 0.0165, 0.005, 0.0566, 0.089, 0.0707, 0.0899, 0.0721, 0.0694, 0.0602, 0.0679, 0.0891, 0.1042, 0.1168, 0.0333, 0.0719, 0.0876, 0.0959, 0.1073, 0.0475, 0.058, 0.0731, 0.0724, 0.0635, 0.0636, 0.0842, 0.0837, 0.0478, 0.0776, 0.1023, 0.1295, 0.132, 0.187, 0.1616, 0.1969, 0.237, 0.1388, 0.1219, 0.0451, 0.0623, 0.1559, 0.1401, 0.0996, 0.0278, 0.0389, 0.0224, -0.001, -0.0124, -0.0701, -0.0755, -0.0313, -0.0235, -0.0103, -0.0103, 0.0057, 0.0, 0.0191, 0.0513, 0.0623, 0.0852, 0.0836, 0.0857, 0.1219, 0.1197, 0.096, 0.0941, 0.121, 0.0585, 0.1087, 0.1546, 0.1582, 0.1591, 0.1593, 0.1593, 0.1267, 0.0996, 0.0797, 0.0613, 0.0613, 0.0022, 0.0391, 0.073, 0.0847, 0.0559, 0.0597, 0.0712, 0.0685, 0.0651, 0.0572, 0.0207, 0.0207, 0.0062, -0.0129, -0.0095, 0.0126, -0.0001, -0.0107, -0.0605, -0.0933, -0.1248, -0.1178, -0.0574, -0.1669, -0.2238, -0.1886, -0.1468, -0.1671, -0.1899, -0.229, -0.2154, -0.2154, -0.2058, -0.1917, -0.1946, -0.1925, -0.2203, -0.2308, -0.1988, -0.1884, -0.1809, -0.1333, -0.121, -0.0854, -0.0885, -0.0617, -0.066, -0.0976, -0.0949, -0.0835, -0.0988, -0.0882, -0.0741, -0.0879, -0.0705, -0.1004, -0.0397, -0.0759, -0.0748, -0.119, -0.1459, -0.1788, -0.1266, -0.1254, -0.1136, -0.1136, -0.1168, -0.104, -0.1596, -0.2209, -0.2354, -0.2097, -0.1898, -0.1513, -0.1477, -0.126, -0.129, -0.1285, -0.0888, -0.1548, -0.1457, -0.1456, -0.1571, -0.1762, -0.1694, -0.1398, -0.1281, -0.1885, -0.2012, -0.1817, -0.1773, -0.1827, -0.188, -0.2235, -0.2016, -0.2, -0.1931, -0.1924, -0.1811, -0.1796, -0.1828, -0.1828, -0.1844]}
{"unit_id": "reply:2010100817802494340", "ticker_idx": 0, "ts": "2026-01-10T21:25:55+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO my clear favourite from the list", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Picks NVO as favourite from a list of high-ROIC, low-P/E stocks; implied bullish.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH $NVO my clear favourite from the list", "reply_text": null, "parent_text": "Companies with 25%+ ROIC trading below 16 times earnings:\n\nSK Hynix: \nROIC: 27.6%\nP/E: 14.5\n\n$MRK - Merck & CO\nROIC: 26.6%\nP/E: 14.4\n\n$NVO - Novo Nordisk\nROIC: 26.6%\nP/E 15.7\n\n$UBER - Uber Holdings\nROIC: 27.2%\nPE: 11\n\n$PDD - PinDuoDuo\nROIC: 68.5%\nPE: 12.5\n\n*Data from fiscal", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.017540893715977002, "ret_signed_m1d": -0.017540893715977002, "alpha_spy_m1d": -0.015972923108099724, "alpha_c_m1d": -0.015972923108099724, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036752153691664846, "ret_signed_p1d": -0.0036752153691664846, "alpha_spy_p1d": -0.0016757086037846314, "alpha_c_p1d": -0.0016757086037846314, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.041263014639818296, "ret_signed_p1w": 0.041263014639818296, "alpha_spy_p1w": 0.04629783852204783, "alpha_c_p1w": 0.04629783852204783, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.17941863537867975, "ret_signed_p1m": -0.17941863537867975, "alpha_spy_p1m": -0.17504554734689237, "alpha_c_p1m": -0.17504554734689237, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.35160198985254476, "ret_signed_p3m": -0.35160198985254476, "alpha_spy_p3m": -0.3323356525150196, "alpha_c_p3m": -0.3323356525150196, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17941863537867975, "alpha_spy_stated": -0.17504554734689237, "alpha_c_stated": -0.17504554734689237, "price_path": [-0.0525, -0.063, -0.0917, -0.0688, -0.0849, -0.1083, -0.1108, -0.1153, -0.1164, -0.1305, -0.1418, -0.164, -0.1737, -0.1796, -0.194, -0.1904, -0.223, -0.2369, -0.2325, -0.1789, -0.1604, -0.1788, -0.1938, -0.1904, -0.2056, -0.1814, -0.2048, -0.2043, -0.2487, -0.2138, -0.1863, -0.1863, -0.1756, -0.1909, -0.2077, -0.2053, -0.1983, -0.2005, -0.2187, -0.2255, -0.1806, -0.1599, -0.1617, -0.1585, -0.1821, -0.202, -0.2046, -0.1966, -0.1965, -0.1378, -0.122, -0.122, -0.1246, -0.1402, -0.1443, -0.15, -0.15, -0.1248, -0.0794, -0.0601, -0.055, -0.0421, -0.0175, 0.0, -0.0037, -0.0159, -0.0458, 0.0413, 0.0413, 0.0137, -0.009, 0.0396, 0.0401, 0.0688, 0.0506, 0.0079, -0.0089, -0.0072, -0.0155, -0.1597, -0.2117, -0.276, -0.2041, -0.1752, -0.1794, -0.1858, -0.1826, -0.1719, -0.1719, -0.1752, -0.1776, -0.1906, -0.2078, -0.338, -0.3553, -0.3625, -0.3715, -0.3744, -0.3692, -0.3876, -0.3568, -0.3473, -0.3555, -0.3354, -0.3532, -0.3513, -0.3649, -0.3659, -0.3555, -0.358, -0.3744, -0.3806, -0.3897, -0.3849, -0.3837, -0.3931, -0.3919, -0.3979, -0.3888, -0.3636, -0.3682, -0.3596, -0.3596, -0.3649, -0.3608, -0.3487, -0.3516, -0.3502, -0.3423, -0.319, -0.2932, -0.2912, -0.2983, -0.2993, -0.3173, -0.322, -0.3329, -0.287, -0.2865, -0.287, -0.3022, -0.2688, -0.2401, -0.2312, -0.2229, -0.2075, -0.2068, -0.2021, -0.1964, -0.186, -0.1847, -0.2068, -0.2252, -0.2331, -0.2331, -0.2195, -0.2312, -0.2214, -0.2214, -0.2347, -0.2285, -0.2118, -0.2106, -0.2368, -0.2567, -0.2726, -0.2423, -0.256, -0.2896, -0.2693, -0.2586, -0.2387, -0.2401, -0.2394, -0.2458, -0.2463, -0.252, -0.252, -0.2054, -0.1788, -0.1789, -0.175, -0.1675, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009908271940022286", "ticker_idx": 0, "ts": "2026-01-10T08:40:48+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Got $IREN and $ASML in my portfolio, they should at least be well positioned to profit from the growing TAM", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds IREN and ASML; both well positioned to benefit from data-center capacity tripling by 2030.", "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": "@TacticzH Got $IREN and $ASML in my portfolio, they should at least be well positioned to profit from the growing TAM.", "reply_text": null, "parent_text": "Data Center Capacity could triple by as early as 2030 according to McKinsey.\n\nWhich company will profit the most?\n\n- $NBIS \n- $CRWV \n- $CIFR\n- $IREN \n- $NVDA \n- $TSM \n- $ASML\n- $VST\n- $CEG https://t.co/7vMn1ijrCe", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.08543617912417045, "ret_signed_m1d": -0.08543617912417045, "alpha_spy_m1d": -0.08386820851629317, "alpha_c_m1d": -0.09339422465719349, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": 0.00795804553302304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052851177242970726, "ret_signed_p1d": 0.052851177242970726, "alpha_spy_p1d": 0.05485068400835258, "alpha_c_p1d": 0.07202284820705485, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": 0.14881775464486546, "ret_signed_p1w": 0.14881775464486546, "alpha_spy_p1w": 0.153852578527095, "alpha_c_p1w": 0.16419130705451024, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.1470296295779776, "ret_signed_p1m": -0.1470296295779776, "alpha_spy_p1m": -0.14265654154619023, "alpha_c_p1m": -0.1155591862781038, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.26365984452589064, "ret_signed_p3m": -0.26365984452589064, "alpha_spy_p3m": -0.2443935071883655, "alpha_c_p3m": -0.19680970106561446, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.06685014346027618, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.3507, 0.2285, 0.2064, 0.1766, 0.0967, 0.0298, 0.1099, 0.2498, 0.2913, 0.2402, 0.2005, 0.1568, 0.207, 0.3461, 0.3239, 0.5182, 0.3304, 0.2394, 0.1955, 0.1401, 0.1067, -0.0334, -0.0787, -0.058, -0.0294, -0.0894, -0.1363, -0.1603, -0.0366, -0.0568, -0.0374, -0.0374, -0.0501, -0.0366, -0.183, -0.1266, -0.0771, -0.1117, -0.0793, -0.0693, -0.1274, -0.127, -0.2027, -0.2951, -0.273, -0.3288, -0.2887, -0.2068, -0.1647, -0.1641, -0.1659, -0.1659, -0.1993, -0.217, -0.239, -0.2496, -0.2496, -0.1516, -0.0415, -0.0878, -0.1332, -0.0924, -0.0854, 0.0, 0.0529, 0.0507, 0.031, 0.1488, 0.1488, 0.0781, 0.0626, 0.0383, 0.1262, 0.0403, 0.1919, 0.2505, 0.189, 0.0678, 0.0546, 0.0807, -0.1071, -0.2094, -0.1689, -0.0831, -0.147, -0.1522, -0.2046, -0.1611, -0.1611, -0.186, -0.1639, -0.1399, -0.2056, -0.1584, -0.097, -0.1252, -0.121, -0.1864, -0.1776, -0.2281, -0.1289, -0.2028, -0.2708, -0.2283, -0.2426, -0.1659, -0.178, -0.1739, -0.1071, -0.1464, -0.1613, -0.1723, -0.1796, -0.1623, -0.183, -0.1768, -0.2559, -0.3028, -0.3717, -0.3189, -0.3227, -0.3092, -0.3092, -0.302, -0.2899, -0.2682, -0.2637, -0.2188, -0.1442, -0.0588, -0.03, -0.0523, -0.0439, -0.032, -0.1025, -0.0385, 0.0336, 0.0062, -0.0391, -0.117, -0.1484, -0.0958, -0.0928, -0.0169, 0.0876, 0.2116, 0.1295, 0.216, 0.0958, 0.1238, 0.0962, 0.1603, 0.0519, 0.0026, -0.0515, 0.0473, 0.1536, 0.1291, 0.1291, 0.1878, 0.3479, 0.2726, 0.2625, 0.298, 0.3233, 0.301, 0.2291, 0.0799, 0.176, 0.0733, 0.0236, 0.1268, 0.1876, 0.209, 0.1758, 0.1546, 0.1913, 0.1913, 0.1299, 0.0872, -0.0006, -0.0515, -0.062, null, null, null, null, null, null, null]}
{"unit_id": "reply:2009908271940022286", "ticker_idx": 1, "ts": "2026-01-10T08:40:48+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Got $IREN and $ASML in my portfolio, they should at least be well positioned to profit from the growing TAM", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds IREN and ASML; both well positioned to benefit from data-center capacity tripling by 2030.", "resolved_tickers": ["ASML"], "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": "@TacticzH Got $IREN and $ASML in my portfolio, they should at least be well positioned to profit from the growing TAM.", "reply_text": null, "parent_text": "Data Center Capacity could triple by as early as 2030 according to McKinsey.\n\nWhich company will profit the most?\n\n- $NBIS \n- $CRWV \n- $CIFR\n- $IREN \n- $NVDA \n- $TSM \n- $ASML\n- $VST\n- $CEG https://t.co/7vMn1ijrCe", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.005736595607775619, "ret_signed_m1d": -0.005736595607775619, "alpha_spy_m1d": -0.0041686249998983405, "alpha_c_m1d": -0.002050519664737127, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0036860759430384915, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008640077864724427, "ret_signed_p1d": -0.008640077864724427, "alpha_spy_p1d": -0.006640571099342574, "alpha_c_p1d": -0.010867065805726828, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.0022269879410024007, "ret_p1w": 0.06036390094237931, "ret_signed_p1w": 0.06036390094237931, "alpha_spy_p1w": 0.06539872482460884, "alpha_c_p1w": 0.035457304681903556, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.024906596260475755, "ret_p1m": 0.10478570708082335, "ret_signed_p1m": 0.10478570708082335, "alpha_spy_p1m": 0.10915879511261073, "alpha_c_p1m": 0.06869292570740426, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.03609278137341909, "ret_p3m": 0.1321549091155938, "ret_signed_p3m": 0.1321549091155938, "alpha_spy_p3m": 0.15142124645311894, "alpha_c_p3m": 0.03066001963420595, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.10149488948138785, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2132, -0.2056, -0.1981, -0.188, -0.2014, -0.2119, -0.1925, -0.1951, -0.1742, -0.18, -0.1642, -0.1606, -0.1733, -0.1673, -0.196, -0.1854, -0.1967, -0.2063, -0.1892, -0.202, -0.1904, -0.204, -0.2141, -0.2039, -0.2163, -0.1888, -0.2343, -0.2456, -0.229, -0.217, -0.1875, -0.1875, -0.1727, -0.1508, -0.1346, -0.1095, -0.1336, -0.1419, -0.1261, -0.1325, -0.1264, -0.1236, -0.1564, -0.151, -0.1601, -0.2075, -0.1912, -0.1758, -0.175, -0.1712, -0.1684, -0.1684, -0.1627, -0.168, -0.1632, -0.165, -0.165, -0.0917, -0.0414, -0.0305, -0.0412, -0.0678, -0.0057, 0.0, -0.0086, -0.0137, 0.0393, 0.0604, 0.0604, 0.035, 0.0616, 0.0888, 0.0841, 0.1031, 0.1353, 0.1106, 0.1358, 0.1107, 0.125, 0.0895, 0.0452, 0.0538, 0.1029, 0.1157, 0.1048, 0.122, 0.0995, 0.0993, 0.0993, 0.1096, 0.1478, 0.1402, 0.1485, 0.1613, 0.1706, 0.193, 0.144, 0.1337, 0.1125, 0.0636, 0.0936, 0.0694, 0.0104, 0.0609, 0.0812, 0.0837, 0.0563, 0.0517, 0.075, 0.0857, 0.0591, 0.0679, 0.0295, 0.0704, 0.0937, 0.0894, 0.039, 0.0179, -0.02, 0.0323, 0.0627, 0.0295, 0.0295, 0.0191, 0.021, 0.1106, 0.1322, 0.1553, 0.1725, 0.1866, 0.158, 0.1026, 0.1409, 0.1539, 0.1402, 0.1283, 0.1081, 0.1392, 0.1219, 0.0844, 0.0919, 0.1271, 0.1177, 0.0857, 0.1301, 0.2099, 0.1879, 0.2469, 0.2264, 0.1913, 0.2388, 0.241, 0.1763, 0.1532, 0.1431, 0.2141, 0.2469, 0.2789, 0.2789, 0.2783, 0.2515, 0.2577, 0.2632, 0.2756, 0.3357, 0.3521, 0.3765, 0.2859, 0.3699, 0.3924, 0.3583, 0.4877, 0.4596, 0.4824, 0.4129, 0.463, 0.5114, 0.5114, 0.5111, 0.393, 0.3807, 0.4421, 0.4056, null, null, null, null, null, null, null]}
{"unit_id": "reply:1998422549303333351", "ticker_idx": 0, "ts": "2025-12-09T16:00:39+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $GOOGL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author discloses a long position in Alphabet.", "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": "@InvestingVisual Great visuals! Long $GOOGL", "reply_text": null, "parent_text": "How they make money: $GOOGL vs $NVDA https://t.co/ft61e5oG13", "quoted_text": null, "parent_author": "InvestingVisual", "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": -0.035379930266557835, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.002233813582528388, "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": -0.04583624056844282, "alpha_c_p3m": -0.07099447837954509, "bench_spy_p3m": -0.012697841502993135, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.015453565099064592, "alpha_spy_stated": 0.0028954662551445853, "alpha_c_stated": 0.0061824979192972584, "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:1998873422542303643", "ticker_idx": 0, "ts": "2025-12-10T21:52:15+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is my highest conviction stock since I bought them at $4 earlier this year. I believe there is still much more room to run.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Highest-conviction long on Planet Labs; still much more room to run after 20% post-earnings pop.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL now up 20% after earnings tonight. It is my highest conviction stock since I bought them at $4 earlier this year. I believe there is still much more room to run. \n\nIf you want to know more about $PL 👇", "reply_text": null, "parent_text": null, "quoted_text": "$PL is quietly building the world's most valuable and irreplicable dataset - A time series archive of our planet itself. \n\nPlanet Labs is surfing on three waves that will define the stock market for years to come: Space economy, AI, and the environmental wave.\n\nA deep dive https://t.co/qCTIms9gEf", "parent_author": null, "ret_m1d": -0.25930165489522083, "ret_signed_m1d": -0.25930165489522083, "alpha_spy_m1d": -0.25698011097117757, "alpha_c_m1d": -0.2487140371326375, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.010587617762583323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044075586034800995, "ret_signed_p1d": 0.044075586034800995, "alpha_spy_p1d": 0.05482757231306368, "alpha_c_p1d": 0.050352061056198605, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.0062764750213976095, "ret_p1w": 0.001144845938739314, "ret_signed_p1w": 0.001144845938739314, "alpha_spy_p1w": 0.01957289334688439, "alpha_c_p1w": 0.02143265684840223, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.020287810909662918, "ret_p1m": 0.2999427577030631, "ret_signed_p1m": 0.2999427577030631, "alpha_spy_p1m": 0.28985683789643035, "alpha_c_p1m": 0.26979871758296126, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.030144040120101856, "ret_p3m": 0.45392104275092304, "ret_signed_p3m": 0.45392104275092304, "alpha_spy_p3m": 0.46841528854025605, "alpha_c_p3m": 0.3723111565245356, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.08160988622638743, "ret_p6m": 0.8443046644010668, "ret_signed_p6m": 0.8443046644010668, "alpha_spy_p6m": 0.7680105407343383, "alpha_c_p6m": 0.7331167225245492, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.1111879418765176, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2999427577030631, "alpha_spy_stated": 0.28985683789643035, "alpha_c_stated": 0.26979871758296126, "price_path": [-0.4356, -0.4419, -0.4144, -0.3927, -0.3641, -0.3641, -0.3102, -0.3171, -0.3154, -0.3017, -0.2679, -0.257, -0.2118, -0.15, -0.1236, -0.1276, -0.1025, -0.107, -0.1036, -0.1586, -0.1271, -0.154, -0.1362, -0.2427, -0.2496, -0.2238, -0.261, -0.2845, -0.2587, -0.221, -0.2381, -0.265, -0.2616, -0.2639, -0.2301, -0.245, -0.273, -0.2416, -0.2868, -0.2667, -0.2335, -0.2862, -0.2879, -0.3469, -0.3475, -0.3583, -0.3446, -0.3251, -0.3572, -0.3612, -0.3394, -0.3286, -0.3291, -0.3291, -0.3188, -0.3303, -0.3263, -0.3125, -0.2593, -0.269, -0.2587, -0.265, -0.2593, 0.0, 0.0441, 0.0332, 0.0235, -0.0572, 0.0011, 0.0979, 0.1792, 0.1866, 0.1631, 0.1631, 0.1082, 0.1374, 0.1299, 0.1288, 0.1288, 0.1683, 0.2244, 0.2501, 0.2942, 0.2845, 0.2999, 0.4562, 0.4493, 0.5301, 0.6188, 0.6474, 0.6474, 0.6027, 0.51, 0.4917, 0.5421, 0.4808, 0.6068, 0.5959, 0.5083, 0.4293, 0.308, 0.3709, 0.2461, 0.1694, 0.2742, 0.3749, 0.3045, 0.2393, 0.2192, 0.2833, 0.2833, 0.2713, 0.3589, 0.4373, 0.3681, 0.3612, 0.4144, 0.4098, 0.4654, 0.3818, 0.5089, 0.4482, 0.4883, 0.4076, 0.4471, 0.478, 0.4539, 0.4562, 0.4293, 0.419, 0.4081, 0.5501, 0.4201, 0.5432, 0.9365, 0.9359, 0.822, 1.0246, 0.8546, 0.7665, 0.5965, 0.5999, 0.7579, 1.0538, 1.0538, 1.0046, 1.0132, 1.0922, 0.9594, 0.9845, 0.9645, 0.9422, 0.9697, 1.2833, 1.2026, 1.1465, 1.1769, 1.2593, 1.1918, 1.0286, 1.0292, 1.0052, 0.9508, 1.1162, 1.1122, 1.2061, 1.1254, 1.2719, 1.0172, 1.2347, 1.395, 1.3286, 1.332, 1.4637, 1.3824, 1.3818, 1.3807, 1.4419, 1.4316, 1.5386, 1.5386, 1.7659, 1.8895, 1.9422, 1.9273, 1.6594, 1.7527, 1.4688, 1.4917, 0.8443]}
{"unit_id": "quote:1993764117211955569", "ticker_idx": 0, "ts": "2025-11-26T19:29:42+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR finally gets the appreciation it deserves 🤝", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on CIFR; endorses the view that it is finally getting proper valuation recognition.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "quote", "lang": "en", "tweet_text": "$CIFR finally gets the appreciation it deserves 🤝", "reply_text": null, "parent_text": null, "quoted_text": "$CIFR has seen massive valuation growth this year, riding the AI datacenter wave. After a recent pullback from its highs, many investors are asking if this is a dip-buying opportunity or a signal of underlying risk. \n\nLet's dig into $CIFR 🧵 https://t.co/yoPDkBDcxv", "parent_author": null, "ret_m1d": -0.08511745134393378, "ret_signed_m1d": -0.08511745134393378, "alpha_spy_m1d": -0.07826129215485877, "alpha_c_m1d": -0.07341834510123624, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.011699106242697543, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.027154071442408778, "ret_signed_p1w": -0.027154071442408778, "alpha_spy_p1w": -0.0333481742147157, "alpha_c_p1w": -0.0490372086426083, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.02188313720019952, "ret_p1m": -0.15300262994995573, "ret_signed_p1m": -0.15300262994995573, "alpha_spy_p1m": -0.17174674007442092, "alpha_c_p1m": -0.1856469799272723, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03264434997731658, "ret_p3m": -0.20522190233876803, "ret_signed_p3m": -0.20522190233876803, "alpha_spy_p3m": -0.2121757583103503, "alpha_c_p3m": -0.18295181795534743, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": -0.022270084383420596, "ret_p6m": 0.12375983741222085, "ret_signed_p6m": 0.12375983741222085, "alpha_spy_p6m": 0.02478828845372827, "alpha_c_p6m": -0.13843833784678217, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.262198175259003, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15300262994995573, "alpha_spy_stated": -0.17174674007442092, "alpha_c_stated": -0.1856469799272723, "price_path": [-0.601, -0.601, -0.5655, -0.5765, -0.6136, -0.6073, -0.5969, -0.5185, -0.4648, -0.4794, -0.4334, -0.4334, -0.399, -0.3535, -0.3812, -0.3587, -0.271, -0.2611, -0.2616, -0.3911, -0.401, -0.3394, -0.3426, -0.342, -0.2789, -0.2324, -0.199, -0.1775, -0.0809, -0.0606, -0.1138, 0.0621, 0.0909, 0.0982, -0.0225, -0.0204, 0.0397, -0.0561, -0.1587, -0.099, 0.0789, 0.0726, 0.0423, 0.023, -0.0042, -0.0261, 0.1885, 0.1755, 0.2903, 0.1337, 0.0804, 0.0261, -0.0251, -0.0924, -0.2204, -0.2501, -0.2507, -0.2386, -0.2366, -0.2397, -0.2611, -0.1274, -0.0851, 0.0, 0.0, 0.0627, 0.0282, -0.0789, -0.0272, 0.0355, 0.0068, 0.0172, 0.0214, -0.035, -0.0141, -0.1097, -0.2303, -0.2172, -0.2486, -0.2089, -0.1535, -0.1467, -0.1692, -0.153, -0.153, -0.2068, -0.2125, -0.2381, -0.2292, -0.2292, -0.154, -0.0517, -0.0841, -0.1603, -0.1358, -0.1316, -0.0768, -0.047, -0.0533, -0.0851, -0.0183, -0.0183, -0.0642, -0.0747, -0.0919, -0.0825, -0.1389, -0.0209, -0.0094, -0.0757, -0.1666, -0.1744, -0.1509, -0.2559, -0.3368, -0.2308, -0.1248, -0.107, -0.1499, -0.1593, -0.1426, -0.1426, -0.1833, -0.1948, -0.1749, -0.235, -0.2052, -0.106, -0.1326, -0.1394, -0.1854, -0.177, -0.2319, -0.1624, -0.2089, -0.2888, -0.2527, -0.271, -0.2632, -0.2841, -0.2648, -0.2094, -0.212, -0.2339, -0.2355, -0.2684, -0.2225, -0.223, -0.1708, -0.2507, -0.2822, -0.3726, -0.3279, -0.3399, -0.3305, -0.3305, -0.3029, -0.2684, -0.1948, -0.1457, -0.1368, -0.0726, -0.0366, -0.0601, -0.0945, 0.0115, 0.0073, -0.058, 0.0151, -0.024, -0.0496, -0.0517, -0.0987, -0.1164, -0.0736, -0.1102, -0.0658, 0.154, 0.1441, 0.0802, 0.0731, 0.059, 0.0475, 0.1091, 0.164, 0.0616, -0.0016, -0.0183, 0.0172, 0.1238]}
{"unit_id": "quote:1983281574797029644", "ticker_idx": 0, "ts": "2025-10-28T21:15:49+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With $BE and $ENPH both reporting Q3 double beats today, the underlying trend is undeniable.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BE and ENPH on Q3 double beats; green energy transition wave accelerating.", "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": "With $BE and $ENPH both reporting Q3 double beats today, the underlying trend is undeniable. \n\nThe green energy transition wave isn't just continuing, it's accelerating.", "reply_text": null, "parent_text": null, "quoted_text": "Not all companies want to put their eggs in one basket. $IBE, $ENEL, $BE, $ENPH, and $VST are some examples. \n\nThe P/S peaked in 2020, but the total market cap is currently at its peak. Revenues have heavily declined since 2022, but the wave is showing a lot of promise again. https://t.co/VLHrYUvmFv", "parent_author": null, "ret_m1d": -0.15279341043104966, "ret_signed_m1d": -0.15279341043104966, "alpha_spy_m1d": -0.15231327043751897, "alpha_c_m1d": -0.15021417386601676, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.002579236565032894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04382625043379307, "ret_signed_p1d": -0.04382625043379307, "alpha_spy_p1d": -0.032828152819532885, "alpha_c_p1d": -0.041311427788439437, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.0025148226453536315, "ret_p1w": 0.05758729011748387, "ret_signed_p1w": 0.05758729011748387, "alpha_spy_p1w": 0.07185871953175693, "alpha_c_p1w": 0.06971000965133756, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.012122719533853688, "ret_p1m": -0.24358690964631358, "ret_signed_p1m": -0.24358690964631358, "alpha_spy_p1m": -0.2323705421636536, "alpha_c_p1m": -0.22888485429639516, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.01470205534991842, "ret_p3m": 0.04420004567023472, "ret_signed_p3m": 0.04420004567023472, "alpha_spy_p3m": 0.03345379101733981, "alpha_c_p3m": -0.019399618543674224, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.06359966421390895, "ret_p6m": 0.7767556308078485, "ret_signed_p6m": 0.7767556308078485, "alpha_spy_p6m": 0.7402495924408758, "alpha_c_p6m": 0.647293378853546, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.1294622519543025, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24358690964631358, "alpha_spy_stated": -0.2323705421636536, "alpha_c_stated": -0.22888485429639516, "price_path": [-0.7254, -0.73, -0.7187, -0.7094, -0.7248, -0.7248, -0.7184, -0.6915, -0.6703, -0.6626, -0.6614, -0.6522, -0.6777, -0.6671, -0.6647, -0.637, -0.6309, -0.6265, -0.6197, -0.5902, -0.6041, -0.6041, -0.616, -0.6077, -0.5893, -0.5732, -0.6003, -0.5887, -0.5291, -0.4967, -0.497, -0.4988, -0.4519, -0.4042, -0.3944, -0.3648, -0.3548, -0.4213, -0.4826, -0.4863, -0.4741, -0.4496, -0.3675, -0.3255, -0.3419, -0.3247, -0.3496, -0.3564, -0.345, -0.352, -0.3503, -0.178, -0.147, -0.1281, -0.1393, -0.1661, -0.1844, -0.2194, -0.2942, -0.2415, -0.1745, -0.1883, -0.1528, 0.0, -0.0438, -0.0116, 0.0648, -0.0349, 0.0576, 0.0236, 0.0112, 0.0413, -0.0497, -0.0523, -0.2256, -0.1632, -0.1989, -0.2149, -0.1853, -0.3016, -0.327, -0.2853, -0.2948, -0.2436, -0.2436, -0.183, -0.2601, -0.2147, -0.2334, -0.1168, -0.1087, -0.1639, -0.1815, -0.2425, -0.1849, -0.2897, -0.33, -0.3448, -0.4244, -0.4001, -0.3357, -0.31, -0.3162, -0.3128, -0.3128, -0.3256, -0.3388, -0.3474, -0.3502, -0.3502, -0.2619, -0.2232, -0.2293, -0.1923, -0.0888, 0.0027, 0.0236, 0.0453, -0.0019, 0.0408, 0.1181, 0.1181, 0.1349, 0.126, 0.0891, 0.0836, 0.0442, 0.1391, 0.2369, 0.1705, 0.1321, 0.1677, 0.2631, 0.102, 0.0216, 0.0697, 0.1605, 0.1121, 0.1633, 0.0398, 0.0451, 0.0451, 0.0868, 0.1762, 0.1891, 0.1035, 0.1987, 0.243, 0.3071, 0.2607, 0.1642, 0.2415, 0.1444, 0.2324, 0.1965, 0.0111, 0.1317, 0.1517, 0.1907, 0.1755, 0.1556, 0.1494, 0.197, 0.171, 0.2467, 0.1227, 0.057, 0.091, 0.1235, -0.0014, -0.0035, -0.1062, 0.0133, -0.0094, 0.0144, 0.0144, 0.0096, 0.0165, 0.0977, 0.1976, 0.2467, 0.3213, 0.6381, 0.5993, 0.571, 0.5546, 0.6324, 0.6522, 0.7183, 0.7768]}
{"unit_id": "quote:1983281574797029644", "ticker_idx": 1, "ts": "2025-10-28T21:15:49+00:00", "symbol": "ENPH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With $BE and $ENPH both reporting Q3 double beats today, the underlying trend is undeniable.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish BE and ENPH on Q3 double beats; green energy transition wave accelerating.", "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": "With $BE and $ENPH both reporting Q3 double beats today, the underlying trend is undeniable. \n\nThe green energy transition wave isn't just continuing, it's accelerating.", "reply_text": null, "parent_text": null, "quoted_text": "Not all companies want to put their eggs in one basket. $IBE, $ENEL, $BE, $ENPH, and $VST are some examples. \n\nThe P/S peaked in 2020, but the total market cap is currently at its peak. Revenues have heavily declined since 2022, but the wave is showing a lot of promise again. https://t.co/VLHrYUvmFv", "parent_author": null, "ret_m1d": 0.17854853828736017, "ret_signed_m1d": 0.17854853828736017, "alpha_spy_m1d": 0.17902867828089086, "alpha_c_m1d": 0.17902867828089086, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.0004801399935306927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03243417625812739, "ret_signed_p1d": -0.03243417625812739, "alpha_spy_p1d": -0.021436078643867207, "alpha_c_p1d": -0.021436078643867207, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.010998097614260183, "ret_p1w": 0.034039864934723774, "ret_signed_p1w": 0.034039864934723774, "alpha_spy_p1w": 0.048311294348996836, "alpha_c_p1w": 0.048311294348996836, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.014271429414273062, "ret_p1m": -0.10661527809560112, "ret_signed_p1m": -0.10661527809560112, "alpha_spy_p1m": -0.09539891061294115, "alpha_c_p1m": -0.09539891061294115, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.26589591976836435, "ret_signed_p3m": 0.26589591976836435, "alpha_spy_p3m": 0.25514966511546944, "alpha_c_p3m": 0.25514966511546944, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.010746254652894915, "ret_p6m": 0.1612074680846789, "ret_signed_p6m": 0.1612074680846789, "alpha_spy_p6m": 0.12470142971770626, "alpha_c_p6m": 0.12470142971770626, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.03650603836697264, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10661527809560112, "alpha_spy_stated": -0.09539891061294115, "alpha_c_stated": -0.09539891061294115, "price_path": [0.0093, 0.0177, 0.0247, -0.0331, 0.0209, 0.0417, 0.0459, 0.0777, 0.0989, 0.0347, 0.1188, 0.1487, 0.1635, 0.1458, 0.1105, 0.2261, 0.2277, 0.219, 0.2062, 0.2068, 0.2107, 0.2107, 0.1875, 0.1908, 0.1728, 0.2733, 0.2463, 0.2184, 0.192, 0.1985, 0.2084, 0.2197, 0.2521, 0.2434, 0.2344, 0.2338, 0.3006, 0.1997, 0.22, 0.1908, 0.1721, 0.1586, 0.1365, 0.1885, 0.2119, 0.1818, 0.1933, 0.1647, 0.157, 0.1789, 0.1005, 0.1182, 0.1702, 0.2055, 0.2062, 0.1741, 0.2068, 0.1911, 0.1586, 0.1445, 0.1635, 0.1821, 0.1785, 0.0, -0.0324, -0.0202, -0.0523, -0.0684, 0.034, 0.001, -0.0295, 0.0546, -0.0096, -0.0138, -0.0716, -0.079, -0.1159, -0.1137, -0.1365, -0.1612, -0.1352, -0.14, -0.1101, -0.1066, -0.1066, -0.0735, -0.0822, -0.0649, -0.0562, -0.0122, 0.0035, 0.0032, 0.0132, 0.053, 0.0601, 0.0334, 0.0074, 0.0231, 0.0151, 0.0584, 0.0678, 0.0758, 0.0347, 0.0549, 0.0549, 0.0597, 0.0639, 0.0337, 0.0292, 0.0292, 0.0838, 0.0918, 0.1159, 0.114, 0.1378, 0.131, 0.1779, 0.168, 0.1602, 0.1355, 0.1233, 0.1233, 0.1085, 0.1551, 0.2999, 0.2672, 0.2659, 0.2823, 0.2996, 0.2283, 0.1875, 0.1712, 0.1972, 0.6593, 0.518, 0.5992, 0.6153, 0.6137, 0.5488, 0.4175, 0.3966, 0.3966, 0.4656, 0.4785, 0.421, 0.4952, 0.5222, 0.5973, 0.5572, 0.4698, 0.3574, 0.4358, 0.3873, 0.3699, 0.3215, 0.2919, 0.3121, 0.3998, 0.3918, 0.368, 0.4152, 0.4737, 0.4355, 0.3899, 0.4335, 0.4165, 0.3089, 0.3157, 0.3658, 0.2903, 0.2152, 0.1445, 0.2142, 0.2293, 0.1214, 0.1214, 0.0803, 0.0289, 0.0456, 0.0039, 0.0016, 0.0074, 0.0276, 0.0334, 0.0263, 0.043, 0.088, 0.0796, 0.1355, 0.1612]}
{"unit_id": "orig:1985714122814595173", "ticker_idx": 0, "ts": "2025-11-04T14:21:54+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This $1.4B move positions $CIFR as a key supplier in the buildout", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CIFR as a key AI infra supplier following $1.4B debt raise to expand power & data center footprint.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR is making an aggressive push to scale, raising $1.4B in secured debt to expand its power & data center footprint.\n\nCapital is desperate for AI infra exposure, and recent raises prove the appetite is huge. This $1.4B move positions $CIFR as a key supplier in the buildout. https://t.co/y5yyzvKu35", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011106174920390899, "ret_signed_m1d": 0.011106174920390899, "alpha_spy_m1d": -0.0008895645050257528, "alpha_c_m1d": -0.016008154592754842, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.02711432951314574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09773428845940546, "ret_signed_p1d": 0.09773428845940546, "alpha_spy_p1d": 0.09426890325827642, "alpha_c_p1d": 0.09382199333138752, "bench_spy_p1d": 0.0034653852011290454, "bench_c_p1d": 0.00391229512801794, "ret_p1w": -0.1705908535558749, "ret_signed_p1w": -0.1705908535558749, "alpha_spy_p1w": -0.1820829578493599, "alpha_c_p1w": -0.16742684975636024, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": -0.0031640037995146475, "ret_p1m": -0.17236788221516464, "ret_signed_p1m": -0.17236788221516464, "alpha_spy_p1m": -0.18517813252984539, "alpha_c_p1m": -0.158929699844925, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": -0.013438182370239637, "ret_p3m": -0.2909817913875796, "ret_signed_p3m": -0.2909817913875796, "alpha_spy_p3m": -0.318786169148926, "alpha_c_p3m": -0.27144199628744414, "bench_spy_p3m": 0.027804377761346366, "bench_c_p3m": -0.019539795100135482, "ret_p6m": -0.24833407799861085, "ret_signed_p6m": -0.24833407799861085, "alpha_spy_p6m": -0.30815237016148866, "alpha_c_p6m": -0.33392603543554167, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.08559195743693082, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17236788221516464, "alpha_spy_stated": -0.18517813252984539, "alpha_c_stated": -0.158929699844925, "price_path": [-0.7837, -0.789, -0.7885, -0.7903, -0.7823, -0.7637, -0.7685, -0.7312, -0.7441, -0.7357, -0.7379, -0.7166, -0.705, -0.6837, -0.6895, -0.6881, -0.6606, -0.6606, -0.6304, -0.6397, -0.6713, -0.6659, -0.657, -0.5904, -0.5446, -0.5571, -0.518, -0.518, -0.4887, -0.45, -0.4736, -0.4545, -0.3798, -0.3714, -0.3718, -0.482, -0.4904, -0.438, -0.4407, -0.4402, -0.3865, -0.347, -0.3185, -0.3003, -0.2181, -0.2008, -0.2461, -0.0964, -0.072, -0.0657, -0.1684, -0.1666, -0.1155, -0.197, -0.2843, -0.2335, -0.0822, -0.0875, -0.1133, -0.1297, -0.1528, -0.1715, 0.0111, 0.0, 0.0977, -0.0355, -0.0809, -0.1271, -0.1706, -0.2279, -0.3367, -0.3621, -0.3625, -0.3523, -0.3505, -0.3532, -0.3714, -0.2577, -0.2217, -0.1493, -0.1493, -0.096, -0.1253, -0.2163, -0.1724, -0.1191, -0.1435, -0.1346, -0.1311, -0.179, -0.1613, -0.2426, -0.3452, -0.3341, -0.3607, -0.327, -0.2799, -0.2741, -0.2932, -0.2794, -0.2794, -0.3252, -0.3301, -0.3518, -0.3443, -0.3443, -0.2803, -0.1932, -0.2208, -0.2857, -0.2648, -0.2612, -0.2146, -0.1892, -0.1946, -0.2217, -0.1648, -0.1648, -0.2039, -0.2128, -0.2275, -0.2195, -0.2674, -0.167, -0.1573, -0.2137, -0.291, -0.2976, -0.2777, -0.3669, -0.4358, -0.3456, -0.2554, -0.2403, -0.2768, -0.2848, -0.2705, -0.2705, -0.3052, -0.315, -0.2981, -0.3492, -0.3239, -0.2394, -0.2621, -0.2679, -0.307, -0.2999, -0.3465, -0.2874, -0.327, -0.3949, -0.3643, -0.3798, -0.3732, -0.3909, -0.3745, -0.3274, -0.3296, -0.3483, -0.3496, -0.3776, -0.3385, -0.339, -0.2945, -0.3625, -0.3894, -0.4662, -0.4283, -0.4385, -0.4305, -0.4305, -0.4069, -0.3776, -0.315, -0.2732, -0.2657, -0.211, -0.1804, -0.2004, -0.2297, -0.1395, -0.143, -0.1986, -0.1364, -0.1697, -0.1915, -0.1932, -0.2332, -0.2483]}
{"unit_id": "quote:2028231007850107311", "ticker_idx": 0, "ts": "2026-03-01T22:08:49+00:00", "symbol": "US defense contractors", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I expect American defense contractors and domestic energy producers to see renewed investor interest", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long US defense, domestic energy, and gold on prolonged Middle East conflict driving defense spending, energy premium, and safe-haven flows.", "resolved_tickers": ["ITA"], "resolution_method": "etf", "resolution_reason": "US aerospace & defense sector ETF ITA", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "With the war expected to continue at least 4 more weeks, I expect American defense contractors and domestic energy producers to see renewed investor interest. \n\nA long-term U.S. military posture in the Middle East will secure robust defense spending, while U.S. energy companies will profit from the premium placed on non-Middle Eastern oil.\n\nCapital will also keep fleeing to traditional safe havens. Gold already saw a historic rally, surging past the $5,200-per-ounce mark in a massive double-digit monthly gain. Expect this to continue during war. \n\nMake sure you are positioned. \n\nNot financial advice.", "reply_text": null, "parent_text": null, "quoted_text": "I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.\n\nGeopolitical conflicts happen, and when they do, you need to prepare your portfolio. 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{"unit_id": "quote:2028231007850107311", "ticker_idx": 1, "ts": "2026-03-01T22:08:49+00:00", "symbol": "US energy producers", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I expect American defense contractors and domestic energy producers to see renewed investor interest", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long US defense, domestic energy, and gold on prolonged Middle East conflict driving defense spending, energy premium, and safe-haven flows.", "resolved_tickers": ["XLE"], "resolution_method": "etf", "resolution_reason": "US energy producers proxied by XLE ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "With the war expected to continue at least 4 more weeks, I expect American defense contractors and domestic energy producers to see renewed investor interest. \n\nA long-term U.S. military posture in the Middle East will secure robust defense spending, while U.S. energy companies will profit from the premium placed on non-Middle Eastern oil.\n\nCapital will also keep fleeing to traditional safe havens. Gold already saw a historic rally, surging past the $5,200-per-ounce mark in a massive double-digit monthly gain. Expect this to continue during war. \n\nMake sure you are positioned. \n\nNot financial advice.", "reply_text": null, "parent_text": null, "quoted_text": "I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.\n\nGeopolitical conflicts happen, and when they do, you need to prepare your portfolio. Here are the companies positioned to benefit:\n\n$PLTR: AI data https://t.co/GoISIrvQje", "parent_author": null, "ret_m1d": -0.019635420452166263, "ret_signed_m1d": -0.019635420452166263, "alpha_spy_m1d": -0.019067131155815153, "alpha_c_m1d": -0.019067131155815153, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009116454895647719, "ret_signed_p1d": -0.009116454895647719, "alpha_spy_p1d": -0.0003021153752885697, "alpha_c_p1d": -0.0003021153752885697, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": -0.012622799347818292, "ret_signed_p1w": -0.012622799347818292, "alpha_spy_p1w": -0.0008071736002456253, "alpha_c_p1w": -0.0008071736002456253, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": 0.08100017736478238, "ret_signed_p1m": 0.08100017736478238, "alpha_spy_p1m": 0.1309199714253949, "alpha_c_p1m": 0.1309199714253949, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": 0.004945534909402971, "ret_signed_p3m": 0.004945534909402971, "alpha_spy_p3m": -0.09744782391008577, "alpha_c_p3m": -0.09744782391008577, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": 0.10239335881948874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08100017736478238, "alpha_spy_stated": 0.1309199714253949, "alpha_c_stated": 0.1309199714253949, "price_path": [-0.2018, -0.1985, -0.2018, -0.2104, -0.2056, -0.1972, -0.2011, -0.2089, -0.2144, -0.2384, -0.2216, -0.2329, -0.2329, -0.2249, -0.2198, -0.2221, -0.2221, -0.2251, -0.2177, -0.2118, -0.2162, -0.2162, -0.1997, -0.1779, -0.1999, -0.2088, -0.1839, -0.1818, -0.1876, -0.176, -0.1574, -0.1653, -0.1639, -0.1639, -0.1655, -0.1453, -0.1425, -0.1376, -0.1371, -0.1292, -0.1225, -0.1145, -0.105, -0.1225, -0.0941, -0.0738, -0.0847, -0.0664, -0.0596, -0.0607, -0.0361, -0.0536, -0.0472, -0.0472, -0.0577, -0.0396, -0.0326, -0.0379, -0.0331, -0.034, -0.038, -0.0349, -0.0196, 0.0, -0.0091, -0.0149, -0.0098, -0.0082, -0.0126, -0.0252, -0.0011, 0.0082, 0.0116, 0.0151, 0.0258, 0.0244, 0.0407, 0.0398, 0.0522, 0.0736, 0.0688, 0.0856, 0.1039, 0.0934, 0.081, 0.0406, 0.0455, 0.0455, 0.0531, 0.0616, 0.0244, 0.0117, 0.0048, 0.0078, -0.0127, -0.0161, -0.0016, -0.0291, -0.0282, -0.0141, -0.0023, 0.0055, 0.0035, 0.0018, 0.0184, 0.0416, 0.0526, 0.0385, 0.048, 0.0491, 0.0058, -0.0127, -0.0171, 0.0088, 0.0159, 0.0169, 0.0247, 0.0489, 0.069, 0.0815, 0.0552, 0.0434, 0.0498, 0.0498, 0.0208, 0.0057, 0.0049, -0.0067, 0.0111, 0.0228, 0.036, 0.0367, 0.0177, 0.0293, 0.0127, 0.0279, 0.0079, 0.0155, -0.0198, -0.0231, -0.0353, -0.0512, -0.0512, -0.0392, -0.0321, -0.0479, -0.0386, -0.0431, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028231007850107311", "ticker_idx": 2, "ts": "2026-03-01T22:08:49+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect this to continue during war", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long US defense, domestic energy, and gold on prolonged Middle East conflict driving defense spending, energy premium, and safe-haven flows.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "With the war expected to continue at least 4 more weeks, I expect American defense contractors and domestic energy producers to see renewed investor interest. \n\nA long-term U.S. military posture in the Middle East will secure robust defense spending, while U.S. energy companies will profit from the premium placed on non-Middle Eastern oil.\n\nCapital will also keep fleeing to traditional safe havens. Gold already saw a historic rally, surging past the $5,200-per-ounce mark in a massive double-digit monthly gain. Expect this to continue during war. \n\nMake sure you are positioned. \n\nNot financial advice.", "reply_text": null, "parent_text": null, "quoted_text": "I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.\n\nGeopolitical conflicts happen, and when they do, you need to prepare your portfolio. Here are the companies positioned to benefit:\n\n$PLTR: AI data https://t.co/GoISIrvQje", "parent_author": null, "ret_m1d": -0.012755102040816313, "ret_signed_m1d": -0.012755102040816313, "alpha_spy_m1d": -0.012186812744465203, "alpha_c_m1d": -0.012186812744465203, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04461221500318879, "ret_signed_p1d": -0.04461221500318879, "alpha_spy_p1d": -0.035797875482829644, "alpha_c_p1d": -0.035797875482829644, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": -0.035653063715720634, "ret_signed_p1w": -0.035653063715720634, "alpha_spy_p1w": -0.023837437968147968, "alpha_c_p1w": -0.023837437968147968, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": -0.12185712541852678, "ret_signed_p1m": -0.12185712541852678, "alpha_spy_p1m": -0.07193733135791425, "alpha_c_p1m": -0.07193733135791425, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": -0.157612267319037, "ret_signed_p3m": -0.157612267319037, "alpha_spy_p3m": -0.26000562613852574, "alpha_c_p3m": -0.26000562613852574, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": 0.10239335881948874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12185712541852678, "alpha_spy_stated": -0.07193733135791425, "alpha_c_stated": -0.07193733135791425, "price_path": [-0.2104, -0.2099, -0.2113, -0.2134, -0.2094, -0.206, -0.1975, -0.193, -0.1922, -0.1921, -0.1851, -0.1866, -0.1857, -0.1669, -0.1558, -0.1593, -0.1593, -0.1495, -0.1865, -0.1859, -0.1912, -0.1912, -0.1872, -0.1658, -0.1568, -0.1648, -0.1602, -0.1541, -0.1383, -0.1395, -0.1307, -0.1361, -0.1402, -0.1402, -0.1077, -0.0947, -0.078, -0.0653, -0.0516, -0.0284, 0.0093, 0.012, -0.0919, -0.1283, -0.0729, -0.0735, -0.0982, -0.0705, -0.0469, -0.0563, -0.0457, -0.0788, -0.0559, -0.0559, -0.0853, -0.0647, -0.0621, -0.0436, -0.0178, -0.0314, -0.0338, -0.0256, -0.0128, 0.0, -0.0446, -0.0371, -0.0487, -0.0337, -0.0357, -0.0248, -0.0281, -0.0472, -0.0595, -0.0603, -0.0627, -0.0924, -0.1298, -0.1564, -0.1754, -0.1752, -0.1504, -0.1824, -0.1537, -0.1539, -0.1219, -0.1065, -0.1237, -0.1237, -0.1272, -0.1188, -0.1132, -0.1063, -0.1079, -0.1115, -0.0917, -0.1011, -0.1019, -0.0899, -0.0978, -0.1233, -0.1117, -0.1203, -0.1158, -0.1227, -0.139, -0.1481, -0.1354, -0.1364, -0.1537, -0.1464, -0.1205, -0.119, -0.1148, -0.113, -0.1165, -0.1214, -0.1281, -0.1484, -0.1461, -0.1602, -0.1482, -0.149, -0.1555, -0.1555, -0.1551, -0.1663, -0.1576, -0.1487, -0.1607, -0.1593, -0.1676, -0.1607, -0.1913, -0.1892, -0.2025, -0.2356, -0.2116, -0.2111, -0.1907, -0.1885, -0.2069, -0.21, -0.21, -0.2151, -0.23, -0.2532, -0.246, -0.2375, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1986904163318477038", "ticker_idx": 0, "ts": "2025-11-07T21:10:42+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bougt some Iren below $60 today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IREN below $60 today; 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 Bougt some Iren below $60 today.", "reply_text": null, "parent_text": "What a crazy day. 😅\n- $IREN and $CIFR recovered very well.\n- $ONDS is entering deeply undervalued territory.\n- $HIMS dropped below $40 for the first time in 5 months. Great opportunity. \n- $ZETA and $SNAP finished flat relative to the rest.\n> As expected. They’re my safe havens. https://t.co/Wa5PoY2iNe", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209384265544492, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364526278125457, "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": -0.04865784300963738, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892368049106323, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.22388691571253005, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603956609460384, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841049192528178, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816623971121039, "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": -0.22388691571253005, "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:2025226357676917103", "ticker_idx": 0, "ts": "2026-02-21T15:09:25+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL with 300% upside to $67.3 PT on historical data moat, SaaS model, high switching costs, and defense/commercial contract pipeline vs SpaceX and Satellogic.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I got some questions regarding the competitors of $PL and how they protect margins. Here is my view, which is mainly economic.\n\n1. SpaceX\n\nI think SpaceX is a threat for every space company as they have everything. You are comparing an $8B company to a (potentially) $1.5T company, so of course Planet won't overtake SpaceX.\n\nThere are a few things why I think Planet will keep growing despite the pressure of SpaceX.\n\n- Planet has a lot of historical data, which SpaceX has not. So if you want to do a historical analysis on a certain region, the data of Planet has to be used.\n\n- They are only fighting over defensive contracts. Those defensive contracts are 60% of Planet's revenue (and the highest growing segment), but 40% of the revenues of Planet comes from the environmental sector, sustainability sector, private sector,... SpaceX has no interest in competing on that 40%.\n\n- SpaceX's Earth observation network is a highly classified military project built exclusively for U.S. intelligence agencies. The government can't share any of the information with the outside world. They shared Planet's pictures as proof for \"Operation Midnight Hammer\" for example. They will always need the data of $PL.\n\n- The most important part is that they actually operate best together on the defensive part. Planet scans the entire world 24/7, SpaceX does not do this. SpaceX does a specific task in a specific region. Planet also works on a SaaS business model, SpaceX operates on specific projects. \n\nThe government wants to scan the entire world to make sure they find all potential threats. They use Planet's images and AI to find potential threats. Once they identify a potential threat, they might use the more sophisticated technology of SpaceX to scan that region or do a specific task in that region.\n\n- To make it easy, I compare this a bit with the music industry. You use Spotify (Planet) to scan the whole industry and for daily listening. You pay a (small) fee every month to listen to every artist in the world. Once you find a great artist, you want to see that artist live. Spotify can't give you that experience, so you buy a ticket to a concert (SpaceX). Instead of paying a monthly fee, you pay once (normally a bigger fee than the monthly fee) for that concert.\n\n2. Satellogic\n\n$SATL is actually trying to be the biggest disruptor of Planet Labs. Their satellites are working at a better resolution than the satellites of Planet. While Planet is trying to close the resolution gap with Satellogic, it looks like they can't fully close this gap.\n\nWhy I think Planet will stay superior\n\n- Planet has a huge head start. They make a daily scan of the entire globe. They have around 180 SuperDoves in LEO. Satellogic only has 50 NewSats, which is roughly enough to scan the entire globe every 2 weeks.\n\nTo scan the entire Earth daily they will need around 150 more NewSats. $SATL missed their first target to have 200 NewSats in LEO, which was targeted in 2025. The new target is 2027, although sources indicate that 2029 will be more realistic.\n\n- While $SATL will have to burn through cash for at least 4 more years, $PL recorded 3 positive cash flow quarters in a row already. They are using this cash to innovate their profit-making fleet. Satellogic will have to use every dollar to launch as many satellites as possible.\n\n- Like SpaceX, Satellogic can only compete on defense contracts. Planet has acquired software and AI companies to translate their images into ready-to-use data feeds. \n\nInstead of selling a farmer a picture of a field and making them figure it out, Planet directly sells them a data feed of soil water content or crop biomass. Satellogic is still primarily focused on selling the raw images.\n\n- Planet doesn't just email a JPEG to a customer. Their data is directly piped into the internal software systems of the U.S. government, NATO, and massive agricultural corporations via APIs. \n\nOnce a major intelligence agency or a massive company like Bayer integrates Planet's data feeds into their daily, automated workflows, the switching cost is astronomically high. Even if Satellogic offers a slightly cheaper or sharper image, tearing out the foundational data plumbing of an entire intelligence agency to switch providers is a nightmare most customers won't do.\n\nThis is just my take. This is not financial advice, do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. \n\nPrice target: $23.91 -> $67.3\n\nMost investors look at Planet Labs and see satellites. 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{"unit_id": "reply:1999610387650740523", "ticker_idx": 0, "ts": "2025-12-12T22:40:42+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't own $ONDS but I'm very bullish", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish on ONDS over the next 5+ years despite not currently owning it.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ashton_1nvests Don’t own $ONDS but I’m very bullish", "reply_text": null, "parent_text": "I’ve been seeing a lot more $ONDS on my feed lately. \n\nAre you bullish or bearish on this stock over the next 5+ years? https://t.co/Yak9jrStv2", "quoted_text": null, "parent_author": "Ashton_1nvests", "ret_m1d": 0.13784134393916725, "ret_signed_m1d": 0.13784134393916725, "alpha_spy_m1d": 0.1363281589886043, "alpha_c_m1d": 0.1363281589886043, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05201561669584831, "ret_signed_p1d": 0.05201561669584831, "alpha_spy_p1d": 0.05474790184107858, "alpha_c_p1d": 0.05474790184107858, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.20546168904897288, "ret_signed_p1w": 0.20546168904897288, "alpha_spy_p1w": 0.19646593198775197, "alpha_c_p1w": 0.19646593198775197, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.8062419037670694, "ret_signed_p1m": 0.8062419037670694, "alpha_spy_p1m": 0.7840744403534099, "alpha_c_p1m": 0.7840744403534099, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": 0.3433029709807076, "ret_signed_p3m": 0.3433029709807076, "alpha_spy_p3m": 0.36196211987790783, "alpha_c_p3m": 0.36196211987790783, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.2548764039955358, "ret_signed_p6m": 0.2548764039955358, "alpha_spy_p6m": 0.16597656213954548, "alpha_c_p6m": 0.16597656213954548, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2068, -0.1417, -0.1261, -0.0559, 0.0247, -0.0442, 0.0078, -0.0039, 0.0234, 0.0039, -0.0494, 0.1977, 0.2887, 0.3862, 0.4421, 0.4642, 0.3641, 0.199, 0.4057, 0.3537, 0.2367, 0.0663, -0.0104, 0.0104, -0.065, -0.1235, -0.0819, -0.0299, -0.0208, -0.117, -0.1222, -0.1821, -0.1625, -0.2003, -0.225, -0.2198, -0.3173, -0.2445, -0.2354, -0.2458, -0.2835, -0.1469, -0.0663, -0.1866, 0.0195, -0.0247, -0.1847, -0.1242, 0.1339, 0.0975, 0.0715, 0.0715, 0.0273, -0.0143, 0.0494, 0.1599, 0.1951, 0.1795, 0.173, 0.2003, 0.0826, 0.173, 0.1378, 0.0, 0.052, -0.0416, 0.0143, 0.199, 0.2055, 0.1651, 0.1873, 0.1873, 0.1027, 0.1001, 0.1691, 0.2692, 0.2692, 0.433, 0.6294, 0.6697, 0.5839, 0.8218, 0.7802, 0.7152, 0.8062, 0.7633, 0.6671, 0.5813, 0.5813, 0.7074, 0.632, 0.6411, 0.5826, 0.4512, 0.5943, 0.5956, 0.4655, 0.3472, 0.3836, 0.4798, 0.2588, 0.1027, 0.2601, 0.3446, 0.2588, 0.2003, 0.1664, 0.2107, 0.2107, 0.3069, 0.4395, 0.4811, 0.3043, 0.3251, 0.3524, 0.3394, 0.3589, 0.3108, 0.3875, 0.303, 0.3667, 0.3641, 0.2783, 0.264, 0.3017, 0.2783, 0.3433, 0.3212, 0.3693, 0.4668, 0.4083, 0.3979, 0.3082, 0.4174, 0.3888, 0.3407, 0.2276, 0.1443, 0.0598, 0.1756, 0.1456, 0.2484, 0.2484, 0.238, 0.2393, 0.2289, 0.1886, 0.1873, 0.2315, 0.2224, 0.3043, 0.3264, 0.3004, 0.3953, 0.4135, 0.4382, 0.3706, 0.3719, 0.4239, 0.3628, 0.2341, 0.3056, 0.342, 0.2653, 0.2133, 0.2146, 0.156, 0.1782, 0.225, 0.1756, 0.1521, 0.4577, 0.381, 0.2614, 0.1866, 0.2172, 0.1938, 0.1782, 0.1782, 0.2705, 0.4044, 0.723, 0.7191, 0.7503, 0.7659, 0.5098, 0.5566, 0.3563, 0.3394, 0.2549]}
{"unit_id": "quote:1986541104859385917", "ticker_idx": 0, "ts": "2025-11-06T21:08:02+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "super revenue beat. They secured a $9.7 BILLION AI Cloud contract with Microsoft, validating their pivot. They are now targeting $3.4B in AI ARR by 2026 (140k GPUs) and accelerating data center construction to meet demand.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish on IREN after massive revenue beat and $9.7B Microsoft AI Cloud contract; $3.4B ARR target by 2026.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$IREN just reported earnings, and it's super revenue beat. \n\nThey secured a $9.7 BILLION AI Cloud contract with Microsoft, validating their pivot. They are now targeting $3.4B in AI ARR by 2026 (140k GPUs) and accelerating data center construction to meet demand.\n\n$IREN up 6% 📈 https://t.co/ayewlts8ex", "reply_text": null, "parent_text": null, "quoted_text": "$IREN will report earnings tonight. \n\nKey metrics: AI Cloud (HPC) revenue ramp, progress on deploying their H100 GPU fleet, and updates on their data center power capacity (MW) expansion.\n\nEPS est. $0.06\nRev est. $228M\n\nWhat do you expect from the $IREN earnings tonight? https://t.co/kw5wksf9Un", "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": -0.051032346298330644, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.25808362264170726, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014308194660788143, "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": "quote:1978367968527413543", "ticker_idx": 0, "ts": "2025-10-15T07:50:54+00:00", "symbol": "LVMH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The recent dip isn't a red flag; it's a red carpet inviting you to own the king of luxury", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LVMH; calls the recent dip a buying opportunity as luxury demand is durable and LVMH will remain dominant.", "resolved_tickers": ["MC.PA"], "resolution_method": "exchange_ticker", "resolution_reason": "LVMH Moët Hennessy listed on Euronext Paris as MC.PA", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='PA')", "bench_c_industry": "Luxury Goods", "unit_kind": "quote", "lang": "en", "tweet_text": "Wall Street hit the panic button on $LVMH, but they're missing the golden rule: luxury is timeless. \n\nAs long as people desire the best, $LVMH will reign supreme. The recent dip isn't a red flag; it's a red carpet inviting you to own the king of luxury.", "reply_text": null, "parent_text": null, "quoted_text": "LVMH shares jumped after the luxury giant returned to sales growth for the 1ST time in three quarters.\n\nQ3 revenue rose 1% organically to €18.28B, topping forecasts. Fashion and leather goods fell a modest 2% vs expectations of a deeper drop. Sales in China rose 2% after a 9% https://t.co/4bLAe400nu", "parent_author": null, "ret_m1d": -0.10888116533365921, "ret_signed_m1d": -0.10888116533365921, "alpha_spy_m1d": -0.1044612577360311, "alpha_c_m1d": -0.10630794041641878, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.0025732249172404353, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007191877723847329, "ret_signed_p1d": 0.007191877723847329, "alpha_spy_p1d": 0.014002197324069265, "alpha_c_p1d": -0.0018141892138596738, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": 0.009006066937707002, "ret_p1w": 0.042314857912070014, "ret_signed_p1w": 0.042314857912070014, "alpha_spy_p1w": 0.038360968244428584, "alpha_c_p1w": 0.036525274919634754, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.00578958299243526, "ret_p1m": 0.06506091874542719, "ret_signed_p1m": 0.06506091874542719, "alpha_spy_p1m": 0.054732658750165974, "alpha_c_p1m": 0.040294093062896774, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.024766825682530413, "ret_p3m": 0.09365409504228395, "ret_signed_p3m": 0.09365409504228395, "alpha_spy_p3m": 0.04547975752188238, "alpha_c_p3m": 0.009443111619373168, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.08421098342291078, "ret_p6m": -0.18359719666616992, "ret_signed_p6m": -0.18359719666616992, "alpha_spy_p6m": -0.2115770538113665, "alpha_c_p6m": -0.2514509859848352, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.06785378931866526, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06506091874542719, "alpha_spy_stated": 0.054732658750165974, "alpha_c_stated": 0.040294093062896774, "price_path": [-0.2093, -0.2159, -0.2214, -0.1973, -0.2135, -0.1826, -0.1818, -0.2059, -0.1959, -0.21, -0.2279, -0.2268, -0.2365, -0.2345, -0.2288, -0.2284, -0.234, -0.2354, -0.2146, -0.2091, -0.2037, -0.2041, -0.1806, -0.1745, -0.1888, -0.1719, -0.1837, -0.1867, -0.1604, -0.1418, -0.1569, -0.1576, -0.142, -0.129, -0.1652, -0.17, -0.1702, -0.1771, -0.1809, -0.1849, -0.1794, -0.1567, -0.1509, -0.1448, -0.1343, -0.146, -0.152, -0.1249, -0.1485, -0.1524, -0.1375, -0.1251, -0.1295, -0.1236, -0.092, -0.0749, -0.0962, -0.0634, -0.0375, -0.0647, -0.0868, -0.0962, -0.1089, 0.0, 0.0072, 0.013, 0.0237, 0.0316, 0.0423, 0.0383, 0.0244, 0.0227, 0.0279, 0.035, 0.0204, 0.0237, 0.0316, 0.0222, 0.0249, 0.0035, 0.0089, 0.0335, 0.0585, 0.0825, 0.0651, 0.0654, 0.0437, 0.0224, 0.0196, 0.0363, 0.042, 0.0398, 0.0358, 0.046, 0.0493, 0.0629, 0.0749, 0.0732, 0.0633, 0.068, 0.0596, 0.0547, 0.0397, 0.0439, 0.0547, 0.0535, 0.0562, 0.0737, 0.0657, 0.0753, 0.0657, 0.0589, 0.0582, 0.0663, 0.0663, 0.0663, 0.0682, 0.0785, 0.0881, 0.0881, 0.0827, 0.0844, 0.0871, 0.0616, 0.0704, 0.1001, 0.0937, 0.0908, 0.0761, 0.0555, 0.0277, -0.0168, -0.0384, -0.0128, 0.0049, -0.0023, -0.0081, -0.0059, -0.0843, -0.085, -0.0774, -0.0919, -0.1076, -0.0956, -0.0921, -0.0955, -0.0968, -0.0929, -0.1142, -0.1152, -0.1326, -0.1257, -0.1098, -0.0993, -0.1034, -0.0642, -0.0587, -0.0523, -0.0671, -0.0695, -0.0821, -0.1219, -0.1528, -0.144, -0.1467, -0.1528, -0.1604, -0.1489, -0.156, -0.165, -0.2009, -0.1919, -0.2033, -0.2096, -0.2236, -0.2275, -0.2129, -0.2227, -0.22, -0.2269, -0.2312, -0.2178, -0.2188, -0.2053, -0.2054, -0.2054, -0.2054, -0.2124, -0.1585, -0.1836]}
{"unit_id": "quote:2029520410165772650", "ticker_idx": 0, "ts": "2026-03-05T11:32:27+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. Price target: $23.91 -> $67.3", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Highest-conviction long PL with 300% upside to $67.3 PT; Pentagon SHIELD prime contractor win marks strategic shift to defense.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL just secured a seat at one of the biggest tables in the Pentagon. The company has been selected as a Prime Contractor for the Missile Defense Agency’s new SHIELD program. \n\nThie SHILED program is a pre-approved list that allows the U.S. government to buy high-tech defense tools at lightning speed over the next decade. \n\nWhile Planet has worked with the government before, this marks a massive strategic shift for their business. They are moving beyond their original roots of tracking agricultural yields and climate change to become a core pillar of national security. \n\nBy using AI-enabled satellite data to detect missile threats and monitor global maritime activity in real-time, Planet is officially pivoting from a commercial data provider to a true defense prime. \n\nFor a company founded by NASA scientists, this is their most high-stakes mission yet. It proves their commercial satellites are now considered elite military-grade hardware, opening the door to a decade of massive government deals. \n\nThis isn't just about pictures anymore, it’s about Planet becoming the digital eyes and ears of a global defense shield.", "reply_text": null, "parent_text": null, "quoted_text": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. \n\nPrice target: $23.91 -> $67.3\n\nMost investors look at Planet Labs and see satellites. 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{"unit_id": "orig:2016494404177908089", "ticker_idx": 0, "ts": "2026-01-28T12:51:45+00:00", "symbol": "SBUX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SBUX is officially seeing a turnaround... turnaround initiatives are executing ahead of schedule... predicting steady, sustainable growth for the rest of 2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SBUX: turnaround executing ahead of schedule, U.S. traffic recovering, global sales rising, management guiding steady growth through 2026.", "resolved_tickers": ["SBUX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "original", "lang": "en", "tweet_text": "$SBUX with a mixed Q4 earnings report. They heavily missed EPS estimates but did beat the revenue estimates. Stock is up 6% after these earnings as turnaround initiatives are executing ahead of schedule. \n\n$SBUX is officially seeing a turnaround. For the first time in two years, U.S. growth was driven by more customer visits rather than just higher prices, proving that the \"Back to Starbucks\" strategy is fixing store operations faster than expected. \n\nGlobal sales rose 4%, with China rebounding strongly at 7% growth. However, profits dipped this quarter because the company is spending heavily on better staffing and coping with expensive coffee beans. \n\nDespite the short-term cost, leadership is confident these investments are essential to keep customers happy, predicting steady, sustainable growth for the rest of 2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0058847415608735965, "ret_signed_m1d": 0.0058847415608735965, "alpha_spy_m1d": 0.005784066846170832, "alpha_c_m1d": -0.001670475593196441, "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": -0.01345112772617929, "ret_signed_p1d": -0.01345112772617929, "alpha_spy_p1d": -0.011466750571345496, "alpha_c_p1d": -0.008688079289629003, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.004763048436550288, "ret_p1w": 0.01902054570540246, "ret_signed_p1w": 0.01902054570540246, "alpha_spy_p1w": 0.03229302010018731, "alpha_c_p1w": 0.03273492710733317, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.013714381401930709, "ret_p1m": 0.037331958300668155, "ret_signed_p1m": 0.037331958300668155, "alpha_spy_p1m": 0.0461323930460269, "alpha_c_p1m": 0.07609351538308429, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.03876155708241613, "ret_p3m": 0.0353224096370679, "ret_signed_p3m": 0.0353224096370679, "alpha_spy_p3m": 0.004113689247985164, "alpha_c_p3m": 0.06565241860356097, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.0353224096370679, "alpha_spy_stated": 0.004113689247985164, "alpha_c_stated": 0.06565241860356097, "price_path": [-0.1563, -0.1553, -0.1695, -0.1353, -0.1422, -0.1072, -0.1173, -0.0984, -0.0896, -0.0982, -0.1091, -0.1205, -0.1243, -0.1206, -0.1318, -0.1031, -0.1242, -0.0972, -0.0889, -0.0889, -0.0846, -0.1077, -0.1047, -0.0846, -0.1068, -0.1055, -0.1235, -0.1354, -0.1189, -0.1095, -0.1031, -0.1026, -0.1059, -0.1046, -0.0603, -0.0718, -0.0945, -0.1187, -0.1113, -0.1113, -0.1059, -0.1008, -0.1041, -0.1151, -0.1151, -0.1176, -0.0904, -0.0599, -0.089, -0.0734, -0.066, -0.0546, -0.0483, -0.0421, -0.0198, -0.0228, -0.0228, -0.0158, 0.0133, 0.007, 0.0259, 0.0123, 0.0059, 0.0, -0.0135, -0.0337, -0.0365, -0.0223, 0.019, 0.0096, 0.0451, 0.0401, 0.0249, 0.0416, 0.0168, -0.008, -0.008, 0.0089, 0.0128, 0.0132, 0.0311, 0.0024, 0.0207, 0.0357, 0.0373, 0.0367, 0.0234, 0.0225, 0.0275, 0.0438, 0.047, 0.0552, 0.0658, 0.0729, 0.0595, 0.0486, 0.0346, 0.0319, -0.02, 0.0135, -0.0212, -0.0076, -0.0272, -0.0196, -0.0352, -0.0819, -0.0828, -0.0525, -0.0436, -0.0442, -0.0442, 0.0024, 0.007, 0.0281, 0.0251, 0.0217, 0.031, 0.0415, 0.0401, 0.0403, 0.0576, 0.0465, 0.0344, 0.0526, 0.0528, 0.0436, 0.0353, 0.0289, 0.1158, 0.114, 0.12, 0.1102, 0.1099, 0.1258, 0.1027, 0.1098, 0.1183, 0.1272, 0.1206, 0.1253, 0.1364, 0.1341, 0.1317, 0.133, 0.1078, 0.0969, 0.0969, 0.0789, 0.0862, 0.0718, 0.0549, 0.0267, 0.0161, 0.0201, 0.0015, 0.0137, 0.0087, 0.0363, 0.0506, 0.0881, 0.0962, 0.0808, 0.0817, 0.0619, 0.0708, 0.0708, 0.0654, 0.075, 0.1014, 0.0975, 0.1128, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2000229518540484648", "ticker_idx": 0, "ts": "2025-12-14T15:40:54+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This expands the moat significantly. Armis provides the visibility, $NOW provides the action. Merging security data directly into workflow automation is the holy grail. Massive TAM expansion into OT.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NOW: Armis acquisition expands moat via security-to-workflow integration and massive OT TAM expansion.", "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": "@StockSavvyShay This expands the moat significantly. Armis provides the visibility, $NOW provides the action. Merging security data directly into workflow automation is the holy grail. Massive TAM expansion into OT.", "reply_text": null, "parent_text": "$NOW acquires Armis for ~$7B (its largest deal ever) adding device-level cyber security across IoT, medical & industrial endpoints.\n\nArmis has scaled ARR from $200M to $300M in under year which gives ServiceNow a native cyber visibility layer that fits directly into its https://t.co/6fjnlWOv65", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.13050183610979027, "ret_signed_m1d": 0.13050183610979027, "alpha_spy_m1d": 0.1289886511592273, "alpha_c_m1d": 0.1289886511592273, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02080505669751087, "ret_signed_p1d": 0.02080505669751087, "alpha_spy_p1d": 0.023537341842741144, "alpha_c_p1d": 0.023537341842741144, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.023784628524145868, "ret_signed_p1w": 0.023784628524145868, "alpha_spy_p1w": 0.014788871462924957, "alpha_c_p1w": 0.014788871462924957, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": -0.09703339973991065, "ret_signed_p1m": -0.09703339973991065, "alpha_spy_p1m": -0.11920086315357015, "alpha_c_p1m": -0.11920086315357015, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.2618269329802727, "ret_signed_p3m": -0.2618269329802727, "alpha_spy_p3m": -0.2431677840830725, "alpha_c_p3m": -0.2431677840830725, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.3010323711874088, "ret_signed_p6m": -0.3010323711874088, "alpha_spy_p6m": -0.3899322130433991, "alpha_c_p6m": -0.3899322130433991, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09703339973991065, "alpha_spy_stated": -0.11920086315357015, "alpha_c_stated": -0.11920086315357015, "price_path": [0.242, 0.2386, 0.2561, 0.2386, 0.2123, 0.2198, 0.2005, 0.2232, 0.2295, 0.2027, 0.1924, 0.1894, 0.1923, 0.1929, 0.1817, 0.1949, 0.1996, 0.1614, 0.2071, 0.1909, 0.1801, 0.169, 0.1809, 0.1991, 0.2304, 0.2228, 0.2274, 0.2156, 0.2367, 0.2257, 0.1915, 0.2215, 0.2014, 0.1942, 0.1599, 0.1495, 0.1223, 0.1263, 0.1321, 0.1248, 0.1292, 0.1104, 0.1114, 0.0923, 0.069, 0.067, 0.0461, 0.063, 0.0662, 0.0786, 0.049, 0.049, 0.0617, 0.0743, 0.0773, 0.0885, 0.0963, 0.1165, 0.1154, 0.1172, 0.1155, 0.1337, 0.1305, 0.0, 0.0208, 0.0225, 0.0022, 0.0148, 0.0238, 0.0086, -0.0029, -0.0029, 0.0056, 0.0101, 0.0078, 0.001, 0.001, -0.0365, -0.0355, -0.0276, -0.014, -0.0448, -0.0734, -0.068, -0.097, -0.1204, -0.1429, -0.1681, -0.1681, -0.1806, -0.1813, -0.16, -0.1302, -0.1091, -0.1388, -0.153, -0.2373, -0.2354, -0.229, -0.2827, -0.2742, -0.3294, -0.3417, -0.3213, -0.3042, -0.3428, -0.3251, -0.3003, -0.3003, -0.308, -0.2955, -0.2984, -0.3187, -0.3413, -0.3303, -0.3189, -0.2858, -0.2942, -0.285, -0.2604, -0.256, -0.2134, -0.1875, -0.2033, -0.238, -0.2444, -0.2618, -0.2576, -0.2493, -0.2373, -0.257, -0.2599, -0.2788, -0.275, -0.3162, -0.3266, -0.3228, -0.3504, -0.3141, -0.3168, -0.3202, -0.3335, -0.3335, -0.3308, -0.343, -0.3631, -0.4132, -0.4577, -0.4181, -0.4264, -0.3845, -0.3698, -0.3684, -0.3484, -0.3457, -0.3265, -0.446, -0.4108, -0.409, -0.4087, -0.4192, -0.423, -0.4043, -0.399, -0.3988, -0.4181, -0.3885, -0.4042, -0.4022, -0.4185, -0.4312, -0.4087, -0.3788, -0.3242, -0.3346, -0.325, -0.3486, -0.3327, -0.3327, -0.3471, -0.3327, -0.2895, -0.1873, -0.1123, -0.1659, -0.2296, -0.2201, -0.2652, -0.2539, -0.301]}
{"unit_id": "orig:2023446381579444735", "ticker_idx": 0, "ts": "2026-02-16T17:16:25+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IREN is sitting on the power capacity they need. The pure-play on AI energy infrastructure.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (AI power), FLNC (grid battery storage), PL (satellite defense monitoring), AMPX (silicon anode energy density) as core 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": "original", "lang": "en", "tweet_text": "My core infrastructure stack:\n\n1. The Power Bottleneck: $IREN \nChips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they need. The pure-play on AI energy infrastructure.\n\n2. The Grid Instability: $FLNC\nAI data centers are destabilizing the grid. Renewables can't handle the load variance. Battery storage is the only patch, and Fluence has the backlog.\n\n3. The Data Gap: $PL\nYou can't defend what you can't see. Defense spending is moving to real-time, daily satellite monitoring. Planet Labs owns the Google Earth Live monopoly. \n\n4. The Weight Limit: $AMPX\nModern warfare (drones) and mobility (eVTOL) are hitting the limits of lithium-ion. Silicon anode is the only physics-based fix for energy density.\n\nDon't buy the hype. Buy the plumbing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.030510128453897778, "ret_signed_m1d": 0.030510128453897778, "alpha_spy_m1d": 0.03212101233915521, "alpha_c_m1d": 0.0410464433958061, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.01053631494190832, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027093008964584886, "ret_signed_p1d": 0.027093008964584886, "alpha_spy_p1d": 0.022055301414008133, "alpha_c_p1d": 0.019621689906260453, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.007471319058324433, "ret_p1w": 0.10934828920562678, "ret_signed_p1w": 0.10934828920562678, "alpha_spy_p1w": 0.10275828516830798, "alpha_c_p1w": 0.13271990556435032, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": -0.023371616358723535, "ret_p1m": 0.03026599528493379, "ret_signed_p1m": 0.03026599528493379, "alpha_spy_p1m": 0.061634515143500934, "alpha_c_p1m": 0.09214329475974703, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.06187729947481324, "ret_p3m": 0.29216492676004924, "ret_signed_p3m": 0.29216492676004924, "alpha_spy_p3m": 0.2067307514545118, "alpha_c_p3m": 0.3082056443764155, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.016040717616366273, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03026599528493379, "alpha_spy_stated": 0.061634515143500934, "alpha_c_stated": 0.09214329475974703, "price_path": [0.061, 0.0315, 0.1835, 0.1587, 0.1826, 0.1826, 0.167, 0.1835, 0.0037, 0.073, 0.1338, 0.0913, 0.1311, 0.1433, 0.072, 0.0725, -0.0205, -0.134, -0.1069, -0.1755, -0.1262, -0.0256, 0.0261, 0.0268, 0.0247, 0.0247, -0.0164, -0.0381, -0.0652, -0.0781, -0.0781, 0.0422, 0.1774, 0.1206, 0.0648, 0.115, 0.1235, 0.2285, 0.2934, 0.2907, 0.2665, 0.4113, 0.4113, 0.3244, 0.3053, 0.2756, 0.3835, 0.278, 0.4642, 0.5362, 0.4606, 0.3117, 0.2956, 0.3276, 0.0969, -0.0288, 0.021, 0.1264, 0.0478, 0.0415, -0.0229, 0.0305, 0.0305, 0.0, 0.0271, 0.0566, -0.0242, 0.0339, 0.1093, 0.0747, 0.0798, -0.0005, 0.0103, -0.0517, 0.0701, -0.0206, -0.1042, -0.052, -0.0696, 0.0247, 0.0098, 0.0149, 0.0969, 0.0486, 0.0303, 0.0168, 0.0078, 0.029, 0.0037, 0.0112, -0.0859, -0.1435, -0.2282, -0.1633, -0.1679, -0.1513, -0.1513, -0.1425, -0.1277, -0.101, -0.0954, -0.0403, 0.0513, 0.1562, 0.1916, 0.1643, 0.1745, 0.1892, 0.1025, 0.1811, 0.2697, 0.236, 0.1804, 0.0847, 0.0461, 0.1108, 0.1145, 0.2077, 0.3361, 0.4884, 0.3876, 0.4938, 0.3461, 0.3805, 0.3466, 0.4254, 0.2922, 0.2316, 0.1652, 0.2866, 0.4171, 0.3871, 0.3871, 0.4591, 0.6558, 0.5633, 0.5509, 0.5946, 0.6256, 0.5982, 0.5099, 0.3266, 0.4447, 0.3185, 0.2575, 0.3842, 0.4589, 0.4852, 0.4445, 0.4184, 0.4635, 0.4635, 0.3881, 0.3356, 0.2277, 0.1652, 0.1523, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023446381579444735", "ticker_idx": 1, "ts": "2026-02-16T17:16:25+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Battery storage is the only patch, and Fluence has the backlog.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (AI power), FLNC (grid battery storage), PL (satellite defense monitoring), AMPX (silicon anode energy density) as core infrastructure plays.", "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": "original", "lang": "en", "tweet_text": "My core infrastructure stack:\n\n1. The Power Bottleneck: $IREN \nChips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they need. The pure-play on AI energy infrastructure.\n\n2. The Grid Instability: $FLNC\nAI data centers are destabilizing the grid. Renewables can't handle the load variance. Battery storage is the only patch, and Fluence has the backlog.\n\n3. The Data Gap: $PL\nYou can't defend what you can't see. Defense spending is moving to real-time, daily satellite monitoring. Planet Labs owns the Google Earth Live monopoly. \n\n4. The Weight Limit: $AMPX\nModern warfare (drones) and mobility (eVTOL) are hitting the limits of lithium-ion. Silicon anode is the only physics-based fix for energy density.\n\nDon't buy the hype. Buy the plumbing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03824512775963451, "ret_signed_m1d": 0.03824512775963451, "alpha_spy_m1d": 0.03985601164489194, "alpha_c_m1d": 0.03985601164489194, "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": -0.019685060064852045, "ret_signed_p1d": -0.019685060064852045, "alpha_spy_p1d": -0.024722767615428798, "alpha_c_p1d": -0.024722767615428798, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.005037707550576753, "ret_p1w": -0.0725534795111824, "ret_signed_p1w": -0.0725534795111824, "alpha_spy_p1w": -0.0791434835485012, "alpha_c_p1w": -0.0791434835485012, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.006590004037318797, "ret_p1m": -0.10067496323955749, "ret_signed_p1m": -0.10067496323955749, "alpha_spy_p1m": -0.06930644338099035, "alpha_c_p1m": -0.06930644338099035, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.031368519858567145, "ret_p3m": 0.16816645982268952, "ret_signed_p3m": 0.16816645982268952, "alpha_spy_p3m": 0.08273228451715209, "alpha_c_p3m": 0.08273228451715209, "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": -0.10067496323955749, "alpha_spy_stated": -0.06930644338099035, "alpha_c_stated": -0.06930644338099035, "price_path": [-0.1277, -0.1339, -0.1114, -0.0568, 0.0681, 0.0681, 0.1046, 0.0906, 0.1226, 0.1164, 0.3127, 0.3476, 0.2857, 0.3465, 0.3391, 0.4505, 0.248, 0.2103, 0.1985, 0.0444, 0.0861, 0.1226, 0.1502, 0.1063, 0.1153, 0.1153, 0.1367, 0.1232, 0.117, 0.1125, 0.1125, 0.2942, 0.2514, 0.2278, 0.1564, 0.1912, 0.3048, 0.3093, 0.3397, 0.2739, 0.4342, 0.5231, 0.5231, 0.4348, 0.4814, 0.5337, 0.5152, 0.5253, 0.5996, 0.743, 0.7756, 0.7306, 0.7373, 0.8127, 0.6305, 0.0658, 0.0934, 0.0911, 0.0681, -0.0146, -0.0191, 0.0382, 0.0382, 0.0, -0.0197, -0.0686, -0.0692, -0.0962, -0.0726, -0.0816, -0.0889, -0.126, -0.1496, -0.1609, -0.1114, -0.1136, -0.1687, -0.117, -0.0506, -0.0377, -0.0765, -0.0787, -0.0562, -0.072, -0.1007, -0.0984, -0.149, -0.1361, -0.0917, -0.0804, -0.1586, -0.2042, -0.2688, -0.2261, -0.2677, -0.252, -0.252, -0.2576, -0.2548, -0.2621, -0.2373, -0.225, -0.2323, -0.1676, -0.1445, -0.1575, -0.2388, -0.2897, -0.2818, -0.2407, -0.2396, -0.2475, -0.2486, -0.3054, -0.3346, -0.315, -0.3144, -0.3065, -0.2863, -0.2373, 0.0669, 0.3588, 0.419, 0.1969, 0.243, 0.1777, 0.1682, 0.099, 0.0073, 0.0652, 0.1355, 0.2087, 0.2087, 0.1997, 0.1935, 0.2013, 0.0619, 0.527, 0.5697, 0.3976, 0.527, 0.2885, 0.3538, 0.3195, 0.216, 0.3656, 0.3335, 0.36, 0.3453, 0.3172, 0.3948, 0.3948, 0.4168, 0.1929, 0.1108, 0.09, 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]}
{"unit_id": "orig:2023446381579444735", "ticker_idx": 2, "ts": "2026-02-16T17:16:25+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet Labs owns the Google Earth Live monopoly.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (AI power), FLNC (grid battery storage), PL (satellite defense monitoring), AMPX (silicon anode energy density) as core infrastructure plays.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "My core infrastructure stack:\n\n1. The Power Bottleneck: $IREN \nChips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they need. The pure-play on AI energy infrastructure.\n\n2. The Grid Instability: $FLNC\nAI data centers are destabilizing the grid. Renewables can't handle the load variance. Battery storage is the only patch, and Fluence has the backlog.\n\n3. The Data Gap: $PL\nYou can't defend what you can't see. Defense spending is moving to real-time, daily satellite monitoring. Planet Labs owns the Google Earth Live monopoly. \n\n4. The Weight Limit: $AMPX\nModern warfare (drones) and mobility (eVTOL) are hitting the limits of lithium-ion. Silicon anode is the only physics-based fix for energy density.\n\nDon't buy the hype. Buy the plumbing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.009455245406475576, "ret_signed_m1d": 0.009455245406475576, "alpha_spy_m1d": 0.011066129291733007, "alpha_c_m1d": 0.014652808709176401, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06888792209429462, "ret_signed_p1d": 0.06888792209429462, "alpha_spy_p1d": 0.06385021454371786, "alpha_c_p1d": 0.06911632961115355, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1125619136899374, "ret_signed_p1w": 0.1125619136899374, "alpha_spy_p1w": 0.1059719096526186, "alpha_c_p1w": 0.10170970921132771, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.11706440741311996, "ret_signed_p1m": 0.11706440741311996, "alpha_spy_p1m": 0.1484329272716871, "alpha_c_p1m": 0.17360994304057475, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.8739306910184401, "ret_signed_p3m": 0.8739306910184401, "alpha_spy_p3m": 0.7884965157129027, "alpha_c_p3m": 0.8921988240958262, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706440741311996, "alpha_spy_stated": 0.1484329272716871, "alpha_c_stated": 0.17360994304057475, "price_path": [-0.4944, -0.4975, -0.4804, -0.4719, -0.4723, -0.4723, -0.4642, -0.4732, -0.4701, -0.4593, -0.4174, -0.425, -0.4169, -0.4219, -0.4174, -0.2134, -0.1787, -0.1873, -0.195, -0.2584, -0.2125, -0.1364, -0.0725, -0.0666, -0.0851, -0.0851, -0.1283, -0.1054, -0.1112, -0.1121, -0.1121, -0.081, -0.0369, -0.0167, 0.018, 0.0104, 0.0225, 0.1454, 0.14, 0.2035, 0.2733, 0.2958, 0.2958, 0.2607, 0.1878, 0.1733, 0.213, 0.1648, 0.2638, 0.2553, 0.1864, 0.1243, 0.0288, 0.0783, -0.0198, -0.0801, 0.0023, 0.0815, 0.0261, -0.0252, -0.041, 0.0095, 0.0095, 0.0, 0.0689, 0.1306, 0.0761, 0.0707, 0.1126, 0.109, 0.1526, 0.0869, 0.1869, 0.1391, 0.1706, 0.1072, 0.1382, 0.1625, 0.1436, 0.1454, 0.1243, 0.1162, 0.1076, 0.2193, 0.1171, 0.2139, 0.5232, 0.5227, 0.4331, 0.5925, 0.4588, 0.3895, 0.2557, 0.2584, 0.3827, 0.6155, 0.6155, 0.5768, 0.5835, 0.6457, 0.5412, 0.561, 0.5452, 0.5277, 0.5493, 0.796, 0.7326, 0.6884, 0.7123, 0.7771, 0.724, 0.5957, 0.5961, 0.5772, 0.5344, 0.6646, 0.6614, 0.7353, 0.6718, 0.787, 0.5867, 0.7578, 0.8838, 0.8316, 0.8343, 0.9379, 0.8739, 0.8735, 0.8726, 0.9208, 0.9127, 0.9968, 0.9968, 1.1756, 1.2729, 1.3143, 1.3026, 1.0919, 1.1652, 0.9419, 0.9599, 0.4507, 0.4741, 0.4034, 0.3832, 0.5385, 0.4025, 0.3769, 0.2701, 0.2706, 0.271, 0.271, 0.2954, 0.2846, 0.1842, 0.1936, 0.2188, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2023446381579444735", "ticker_idx": 3, "ts": "2026-02-16T17:16:25+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Silicon anode is the only physics-based fix for energy density.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN (AI power), FLNC (grid battery storage), PL (satellite defense monitoring), AMPX (silicon anode energy density) as core infrastructure plays.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "My core infrastructure stack:\n\n1. The Power Bottleneck: $IREN \nChips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they need. The pure-play on AI energy infrastructure.\n\n2. The Grid Instability: $FLNC\nAI data centers are destabilizing the grid. Renewables can't handle the load variance. Battery storage is the only patch, and Fluence has the backlog.\n\n3. The Data Gap: $PL\nYou can't defend what you can't see. Defense spending is moving to real-time, daily satellite monitoring. Planet Labs owns the Google Earth Live monopoly. \n\n4. The Weight Limit: $AMPX\nModern warfare (drones) and mobility (eVTOL) are hitting the limits of lithium-ion. Silicon anode is the only physics-based fix for energy density.\n\nDon't buy the hype. Buy the plumbing.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020470808586933842, "ret_signed_m1d": 0.020470808586933842, "alpha_spy_m1d": 0.022081692472191272, "alpha_c_m1d": 0.025668371889634667, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014329517204596298, "ret_signed_p1d": 0.014329517204596298, "alpha_spy_p1d": 0.009291809654019545, "alpha_c_p1d": 0.014557924721455229, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1054247374320958, "ret_signed_p1w": 0.1054247374320958, "alpha_spy_p1w": 0.098834733394777, "alpha_c_p1w": 0.09457253295348611, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.9344932172967815, "ret_signed_p1m": 0.9344932172967815, "alpha_spy_p1m": 0.9658617371553486, "alpha_c_p1m": 0.9910387529242363, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.7246673072650651, "ret_signed_p3m": 0.7246673072650651, "alpha_spy_p3m": 0.6392331319595277, "alpha_c_p3m": 0.7429354403424512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9344932172967815, "alpha_spy_stated": 0.9658617371553486, "alpha_c_stated": 0.9910387529242363, "price_path": [0.0542, 0.0348, 0.1054, 0.0983, 0.1064, 0.1064, 0.1586, 0.086, 0.1116, 0.1791, 0.2508, 0.2467, 0.2078, 0.1975, 0.13, 0.1709, 0.1167, 0.0287, 0.0522, -0.1013, -0.0635, -0.043, -0.0716, -0.1075, -0.1269, -0.1269, -0.1535, -0.1894, -0.1986, -0.1924, -0.1924, -0.1054, -0.0573, -0.0594, -0.089, -0.0542, -0.0297, 0.0246, -0.0102, 0.0604, 0.0389, 0.1259, 0.1259, 0.1433, 0.1535, 0.2231, 0.1433, 0.1157, 0.1853, 0.2262, 0.39, 0.2733, 0.346, 0.5026, 0.2692, 0.0829, 0.2528, 0.2784, 0.1822, 0.1372, 0.043, 0.0205, 0.0205, 0.0, 0.0143, 0.0594, -0.0256, 0.044, 0.1054, 0.132, 0.1791, 0.0983, 0.1863, 0.1904, 0.2845, 0.5241, 0.6714, 0.8137, 0.8424, 0.9028, 0.8721, 0.8373, 0.913, 0.9836, 0.9345, 0.956, 0.8628, 0.912, 0.8178, 0.8352, 0.7564, 0.6499, 0.5067, 0.7257, 0.5885, 0.6377, 0.6377, 0.7973, 0.7093, 0.7318, 0.653, 0.7625, 0.8823, 0.8311, 0.8731, 0.958, 0.911, 1.0072, 1.1934, 1.3224, 1.2242, 1.1146, 1.1924, 1.0154, 1.0819, 1.1556, 1.1361, 1.086, 1.1904, 1.2712, 0.6489, 0.7093, 0.8096, 0.9273, 0.7932, 0.8291, 0.7247, 0.6244, 0.5844, 0.5425, 0.566, 0.6407, 0.6407, 0.825, 0.7564, 1.1341, 1.0757, 1.2262, 1.3449, 1.2252, 1.3071, 1.0154, 0.9273, 0.783, 0.6817, 0.7503, 0.6694, 0.7216, 0.5855, 0.5353, 0.6551, 0.6551, 0.6018, 0.4452, 0.2815, 0.2856, 0.3214, null, null, null, null, null, null, null, null, null, null, null, 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:1976407570328752205", "ticker_idx": 0, "ts": "2025-10-09T22:00:59+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 own $PLTR, $HOOD, and $CRWD though", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR, HOOD, and CRWD as live long positions.", "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": "@Prof_heist I agree with your statement but certainly for $CRWD it is not that simple. In the cybersecurity it is not winner takes it all, simply because no one can do it all. A lot of different companies will play a major role in the cybersecurity wave. I own $PLTR, $HOOD, and $CRWD though.", "reply_text": null, "parent_text": "$NVDA\n$PLTR\n$HOOD\n$TSLA\n$UBER\n$CRWD\n$NBIS\n\nPeople remember the best — never the second best.", "quoted_text": null, "parent_author": "TheProfInvestor", "ret_m1d": 0.05717053488212698, "ret_signed_m1d": 0.05717053488212698, "alpha_spy_m1d": 0.029391874910042803, "alpha_c_m1d": 0.029391874910042803, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.027778659972084174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01008894350108136, "ret_signed_p1d": 0.01008894350108136, "alpha_spy_p1d": -0.005255174634086979, "alpha_c_p1d": -0.005255174634086979, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.015344118135168339, "ret_p1w": 0.015446827504366878, "ret_signed_p1w": 0.015446827504366878, "alpha_spy_p1w": -0.0019646409985791813, "alpha_c_p1w": -0.0019646409985791813, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.01741146850294606, "ret_p1m": 0.10356815957645549, "ret_signed_p1m": 0.10356815957645549, "alpha_spy_p1m": 0.06004731026742105, "alpha_c_p1m": 0.06004731026742105, "bench_spy_p1m": 0.04352084930903444, "bench_c_p1m": 0.04352084930903444, "ret_p3m": 0.03556765929970296, "ret_signed_p3m": 0.03556765929970296, "alpha_spy_p3m": -0.023538751898989796, "alpha_c_p3m": -0.023538751898989796, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.059106411198692754, "ret_p6m": -0.15680579903555825, "ret_signed_p6m": -0.15680579903555825, "alpha_spy_p6m": -0.17160162686486302, "alpha_c_p6m": -0.17160162686486302, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": 0.014795827829304775, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10356815957645549, "alpha_spy_stated": 0.06004731026742105, "alpha_c_stated": 0.06004731026742105, "price_path": [-0.1531, -0.1398, -0.1223, -0.1249, -0.1348, -0.1503, -0.1186, -0.1173, -0.0948, -0.1001, -0.1094, -0.0959, -0.0974, -0.1207, -0.0842, -0.0124, 0.0234, 0.0385, 0.0657, 0.0413, 0.0657, 0.0509, 0.0318, 0.0099, -0.008, -0.1008, -0.1108, -0.1098, -0.0952, -0.1041, -0.083, -0.1067, -0.0987, -0.1068, -0.1068, -0.1046, -0.1171, -0.11, -0.1273, -0.1102, -0.0746, -0.0496, -0.0632, -0.0229, -0.0241, -0.0295, -0.0405, 0.0087, 0.0396, 0.0222, 0.0405, 0.0235, 0.021, 0.0121, 0.0195, 0.0398, 0.0542, 0.0662, -0.0135, 0.0233, 0.0384, 0.0463, 0.0572, 0.0, 0.0101, 0.0245, 0.0238, 0.0153, 0.0154, 0.0351, 0.0346, 0.0003, 0.0287, 0.0524, 0.0783, 0.0807, 0.1332, 0.1089, 0.1427, 0.1809, 0.0872, 0.071, -0.0022, 0.0142, 0.1036, 0.0885, 0.0498, -0.0188, -0.0082, -0.0239, -0.0462, -0.0571, -0.1123, -0.1174, -0.0752, -0.0678, -0.0551, -0.0551, -0.0398, -0.0453, -0.0271, 0.0036, 0.0141, 0.036, 0.0345, 0.0365, 0.0711, 0.069, 0.0463, 0.0445, 0.0702, 0.0105, 0.0584, 0.1023, 0.1057, 0.1065, 0.1068, 0.1068, 0.0756, 0.0498, 0.0308, 0.0132, 0.0132, -0.0432, -0.008, 0.0243, 0.0356, 0.0081, 0.0117, 0.0226, 0.0201, 0.0169, 0.0093, -0.0255, -0.0255, -0.0394, -0.0576, -0.0544, -0.0333, -0.0454, -0.0555, -0.1031, -0.1344, -0.1644, -0.1578, -0.1001, -0.2046, -0.2589, -0.2254, -0.1854, -0.2048, -0.2266, -0.264, -0.251, -0.251, -0.2418, -0.2283, -0.2311, -0.2291, -0.2556, -0.2656, -0.2351, -0.2251, -0.218, -0.1725, -0.1609, -0.1268, -0.1298, -0.1042, -0.1084, -0.1385, -0.1359, -0.1251, -0.1396, -0.1295, -0.1161, -0.1292, -0.1126, -0.1411, -0.0832, -0.1178, -0.1167, -0.1589, -0.1846, -0.216, -0.1662, -0.165, -0.1538, -0.1538, -0.1568]}
{"unit_id": "reply:1976407570328752205", "ticker_idx": 1, "ts": "2025-10-09T22:00:59+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $PLTR, $HOOD, and $CRWD though", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR, HOOD, and CRWD as live long 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": "@Prof_heist I agree with your statement but certainly for $CRWD it is not that simple. In the cybersecurity it is not winner takes it all, simply because no one can do it all. A lot of different companies will play a major role in the cybersecurity wave. I own $PLTR, $HOOD, and $CRWD though.", "reply_text": null, "parent_text": "$NVDA\n$PLTR\n$HOOD\n$TSLA\n$UBER\n$CRWD\n$NBIS\n\nPeople remember the best — never the second best.", "quoted_text": null, "parent_author": "TheProfInvestor", "ret_m1d": 0.09715025437353253, "ret_signed_m1d": 0.09715025437353253, "alpha_spy_m1d": 0.06937159440144836, "alpha_c_m1d": 0.07491097989742057, "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": 0.012377561016211569, "ret_signed_p1d": 0.012377561016211569, "alpha_spy_p1d": -0.0029665571189567697, "alpha_c_p1d": 0.002791664292859819, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.00958589672335175, "ret_p1w": -0.0651266739673717, "ret_signed_p1w": -0.0651266739673717, "alpha_spy_p1w": -0.08253814247031777, "alpha_c_p1w": -0.06551012760249741, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.00038345363512570785, "ret_p1m": -0.022164663804289608, "ret_signed_p1m": -0.022164663804289608, "alpha_spy_p1m": -0.06568551311332405, "alpha_c_p1m": -0.037693795768895866, "bench_spy_p1m": 0.04352084930903444, "bench_c_p1m": 0.015529131964606258, "ret_p3m": -0.15824700943231618, "ret_signed_p3m": -0.15824700943231618, "alpha_spy_p3m": -0.21735342063100893, "alpha_c_p3m": -0.22811588901632673, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.06986887958401056, "ret_p6m": -0.4978411384004824, "ret_signed_p6m": -0.4978411384004824, "alpha_spy_p6m": -0.5126369662297872, "alpha_c_p6m": -0.4624046186315969, "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": -0.022164663804289608, "alpha_spy_stated": -0.06568551311332405, "alpha_c_stated": -0.037693795768895866, "price_path": [-0.2837, -0.257, -0.2411, -0.2103, -0.2491, -0.2671, -0.2654, -0.2665, -0.2455, -0.2316, -0.2565, -0.2365, -0.2584, -0.2811, -0.2345, -0.2411, -0.2397, -0.1996, -0.1751, -0.1824, -0.179, -0.2183, -0.2033, -0.1784, -0.1723, -0.2264, -0.2419, -0.235, -0.2133, -0.2232, -0.217, -0.2594, -0.2538, -0.2514, -0.2514, -0.2743, -0.2745, -0.2594, -0.2714, -0.156, -0.1472, -0.1547, -0.1526, -0.1722, -0.1736, -0.1553, -0.1462, -0.1299, -0.102, -0.1013, -0.0918, -0.0875, -0.1174, -0.1236, -0.0161, 0.0304, 0.0013, 0.0485, 0.0699, 0.0381, 0.0435, 0.0857, 0.0972, 0.0, 0.0124, -0.0289, -0.0346, -0.0541, -0.0651, -0.0227, -0.0512, -0.0845, -0.0333, 0.006, 0.0497, 0.0525, 0.042, -0.0064, 0.0563, 0.0584, -0.0155, 0.0253, -0.0855, -0.0619, -0.0222, -0.0506, -0.043, -0.1254, -0.1185, -0.1654, -0.1775, -0.1497, -0.2357, -0.2278, -0.1726, -0.1683, -0.0774, -0.0774, -0.0753, -0.1131, -0.0936, -0.0383, -0.0135, -0.0504, -0.0182, -0.0234, -0.0237, -0.1121, -0.14, -0.1706, -0.1408, -0.1667, -0.1569, -0.1267, -0.1194, -0.1347, -0.1333, -0.1333, -0.1499, -0.1549, -0.1692, -0.1861, -0.1861, -0.1709, -0.1131, -0.1242, -0.1582, -0.1696, -0.1705, -0.1543, -0.1347, -0.1388, -0.2059, -0.2175, -0.2175, -0.2388, -0.2378, -0.2354, -0.2301, -0.23, -0.2427, -0.2559, -0.2714, -0.2841, -0.353, -0.3734, -0.4198, -0.477, -0.404, -0.3771, -0.384, -0.4389, -0.4882, -0.4533, -0.4533, -0.4571, -0.4588, -0.4556, -0.4523, -0.4834, -0.4719, -0.4421, -0.4283, -0.4542, -0.4331, -0.4526, -0.4084, -0.4203, -0.4452, -0.429, -0.4349, -0.4337, -0.4522, -0.4719, -0.458, -0.4434, -0.461, -0.4663, -0.4899, -0.4783, -0.5029, -0.478, -0.4937, -0.5249, -0.5311, -0.5013, -0.4955, -0.5042, -0.5042, -0.4978]}
{"unit_id": "reply:1976407570328752205", "ticker_idx": 2, "ts": "2025-10-09T22:00:59+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $PLTR, $HOOD, and $CRWD though", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR, HOOD, and CRWD as live long positions.", "resolved_tickers": ["CRWD"], "resolution_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": "@Prof_heist I agree with your statement but certainly for $CRWD it is not that simple. In the cybersecurity it is not winner takes it all, simply because no one can do it all. A lot of different companies will play a major role in the cybersecurity wave. I own $PLTR, $HOOD, and $CRWD though.", "reply_text": null, "parent_text": "$NVDA\n$PLTR\n$HOOD\n$TSLA\n$UBER\n$CRWD\n$NBIS\n\nPeople remember the best — never the second best.", "quoted_text": null, "parent_author": "TheProfInvestor", "ret_m1d": 0.0313373599358715, "ret_signed_m1d": 0.0313373599358715, "alpha_spy_m1d": 0.0035586999637873262, "alpha_c_m1d": 0.0035586999637873262, "bench_spy_m1d": 0.027778659972084174, "bench_c_m1d": 0.027778659972084174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030283963818316106, "ret_signed_p1d": 0.030283963818316106, "alpha_spy_p1d": 0.014939845683147768, "alpha_c_p1d": 0.014939845683147768, "bench_spy_p1d": 0.015344118135168339, "bench_c_p1d": 0.015344118135168339, "ret_p1w": -0.01825144775510712, "ret_signed_p1w": -0.01825144775510712, "alpha_spy_p1w": -0.03566291625805318, "alpha_c_p1w": -0.03566291625805318, "bench_spy_p1w": 0.01741146850294606, "bench_c_p1w": 0.01741146850294606, "ret_p1m": 0.1293805962827852, "ret_signed_p1m": 0.1293805962827852, "alpha_spy_p1m": 0.08585974697375076, "alpha_c_p1m": 0.08585974697375076, "bench_spy_p1m": 0.04352084930903444, "bench_c_p1m": 0.04352084930903444, "ret_p3m": -0.02987886377381266, "ret_signed_p3m": -0.02987886377381266, "alpha_spy_p3m": -0.08898527497250541, "alpha_c_p3m": -0.08898527497250541, "bench_spy_p3m": 0.059106411198692754, "bench_c_p3m": 0.059106411198692754, "ret_p6m": -0.1925414609355406, "ret_signed_p6m": -0.1925414609355406, "alpha_spy_p6m": -0.20733728876484536, "alpha_c_p6m": -0.20733728876484536, "bench_spy_p6m": 0.014795827829304775, "bench_c_p6m": 0.014795827829304775, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1293805962827852, "alpha_spy_stated": 0.08585974697375076, "alpha_c_stated": 0.08585974697375076, "price_path": [-0.0413, -0.047, -0.0483, -0.0359, -0.0245, -0.0454, -0.0651, -0.0641, -0.0521, -0.0435, -0.057, -0.0618, -0.0792, -0.0952, -0.0786, -0.1052, -0.085, -0.1391, -0.1401, -0.1362, -0.1172, -0.1247, -0.1394, -0.1332, -0.1364, -0.152, -0.1509, -0.1612, -0.1481, -0.1516, -0.1541, -0.1439, -0.1046, -0.1417, -0.1417, -0.1624, -0.163, -0.1645, -0.154, -0.1329, -0.1421, -0.1393, -0.1221, -0.1166, -0.099, -0.0986, -0.0976, 0.0182, 0.018, -0.0011, -0.0194, -0.0351, -0.0417, -0.0248, -0.0106, -0.0066, 0.0128, 0.0064, -0.0077, 0.0046, -0.0183, 0.033, 0.0313, 0.0, 0.0303, -0.0096, -0.0094, -0.0232, -0.0183, 0.0202, 0.0208, 0.0131, 0.0574, 0.0682, 0.073, 0.1079, 0.105, 0.0912, 0.1, 0.118, 0.0816, 0.082, 0.0787, 0.0935, 0.1294, 0.1278, 0.1057, 0.0732, 0.0889, 0.0732, 0.0405, 0.0546, 0.0155, -0.0061, 0.0267, 0.0378, 0.016, 0.016, 0.0314, 0.0212, 0.0464, 0.0618, 0.0394, 0.0372, 0.0436, 0.0493, 0.0524, 0.0486, 0.0225, -0.0125, -0.0104, -0.0479, -0.0332, -0.0251, -0.0213, -0.03, -0.0335, -0.0335, -0.0253, -0.036, -0.0365, -0.0504, -0.0504, -0.0812, -0.0752, -0.0716, -0.0299, -0.0603, -0.0467, -0.054, -0.0519, -0.0668, -0.0783, -0.0806, -0.0806, -0.1032, -0.0968, -0.0808, -0.0834, -0.0513, -0.0344, -0.0496, -0.0993, -0.1059, -0.111, -0.1457, -0.1586, -0.236, -0.1988, -0.1734, -0.1626, -0.1577, -0.1663, -0.1297, -0.1297, -0.1608, -0.1578, -0.1449, -0.2128, -0.2903, -0.2905, -0.264, -0.228, -0.2465, -0.2204, -0.2071, -0.1742, -0.1367, -0.131, -0.1206, -0.1161, -0.1046, -0.1056, -0.1051, -0.1414, -0.1225, -0.1172, -0.1326, -0.1715, -0.1628, -0.2039, -0.2184, -0.2047, -0.2513, -0.2301, -0.2092, -0.2033, -0.1915, -0.1915, -0.1925]}
{"unit_id": "orig:2001709853149188579", "ticker_idx": 0, "ts": "2025-12-18T17:43:13+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long AMPX into 2026 on proprietary silicon nanowire anode tech offering 2x energy density and sub-6-min charging vs graphite competitors.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026.\n\nLithium-ion batteries rely on graphite anodes, which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require lighter, longer-lasting, and faster-charging power sources. \n\nThe $AMPX solution is a 100% silicon nanowire anode. While silicon can theoretically store up to 10 times more lithium than graphite, it typically swells and cracks during charging. Amprius solves this with a proprietary nanowire structure grown directly onto the substrate. These nanowires have specific spacing that allows the silicon to expand freely without damaging the anode structure. This technology is particularly valuable for customers in sectors where performance and weight are critical, such as aerospace (drones, high-altitude pseudo-satellites), defense, and eventually, the electric vehicle market.\n\nThe performance leap over graphite cells is striking, particularly when you look at the raw density numbers. $AMPX cells achieve approximately double the energy density of conventional competitors, hitting peaks of 500 Wh/kg and 1,300 Wh/L compared to the standard ~285 Wh/kg and ~715 Wh/L found in graphite cells. In practical terms, this means for a fixed energy capacity, their batteries are effectively half the weight of current market leaders.\n\nBeyond just holding more power, the unique nanowire architecture clears a direct path for electron flow, enabling extreme fast charging. While typical cells often require 30 minutes or more to recharge, Amprius technology supports charging speeds of under 6 minutes. This performance is maintained across a much wider operating window than we are used to, functioning effectively from -30°C to 60°C, making them suitable for extreme environments where standard batteries would fail. \n\nFurthermore, despite using pure silicon, the technology offers a robust cycle life ranging from 200 to 1,200 cycles depending on the specific cell design. 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{"unit_id": "reply:1999965587632693751", "ticker_idx": 0, "ts": "2025-12-13T22:12:08+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This news is the reason I can buy more $IREN in this dip and make a lot of money", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying IREN on the dip caused by the fake Oracle/space story, expects significant gains.", "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 We need this kind of news Mon, it seperates the investors who know what they own to the candle bar investors. This news is the reason I can buy more $IREN in this dip and make a lot of money. If investors are perfect, we wouldn’t be able to beat any index.", "reply_text": null, "parent_text": "People who sold $IREN, $CIFR, or $NBIS because of the “data center in space” narrative or the fake Oracle story should stick to index funds, contribute monthly, delete the app from their phone, and leave it alone for 30 years.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.13105979667061218, "ret_signed_m1d": 0.13105979667061218, "alpha_spy_m1d": 0.12954661172004922, "alpha_c_m1d": 0.1317872358739679, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0007274392033557175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03128524872245819, "ret_signed_p1d": 0.03128524872245819, "alpha_spy_p1d": 0.034017533867688465, "alpha_c_p1d": 0.037650131103403206, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.006364882380945014, "ret_p1w": 0.1848929384985425, "ret_signed_p1w": 0.1848929384985425, "alpha_spy_p1w": 0.17589718143732158, "alpha_c_p1w": 0.17537584297510223, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.009517095523440267, "ret_p1m": 0.4935175412103965, "ret_signed_p1m": 0.4935175412103965, "alpha_spy_p1m": 0.471350077796737, "alpha_c_p1m": 0.5038915544980986, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": -0.010374013287702155, "ret_p3m": 0.16600900410488517, "ret_signed_p3m": 0.16600900410488517, "alpha_spy_p3m": 0.1846681530020854, "alpha_c_p3m": 0.27492589206941764, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.10891688796453247, "ret_p6m": 0.5225479468638898, "ret_signed_p6m": 0.5225479468638898, "alpha_spy_p6m": 0.4336481050078995, "alpha_c_p6m": 0.5603011287082431, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.03775318184435328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4935175412103965, "alpha_spy_stated": 0.471350077796737, "alpha_c_stated": 0.5038915544980986, "price_path": [0.0682, 0.0237, 0.0891, 0.1809, 0.1773, 0.3286, 0.3047, 0.1798, 0.2945, 0.3227, 0.3269, 0.3253, 0.4222, 0.6277, 0.7384, 0.6936, 0.7996, 0.6846, 0.8078, 0.9605, 0.916, 0.7427, 0.7114, 0.6691, 0.5557, 0.4608, 0.5744, 0.7728, 0.8317, 0.7593, 0.7029, 0.6409, 0.7122, 0.9095, 0.878, 1.1536, 0.8873, 0.7582, 0.6959, 0.6172, 0.5699, 0.3712, 0.3069, 0.3362, 0.3768, 0.2917, 0.2252, 0.1911, 0.3667, 0.3379, 0.3656, 0.3656, 0.3475, 0.3667, 0.159, 0.239, 0.3092, 0.2601, 0.3061, 0.3202, 0.2379, 0.2384, 0.1311, 0.0, 0.0313, -0.0479, 0.009, 0.1251, 0.1849, 0.1857, 0.1832, 0.1832, 0.1359, 0.1108, 0.0795, 0.0645, 0.0645, 0.2035, 0.3596, 0.294, 0.2296, 0.2875, 0.2974, 0.4185, 0.4935, 0.4904, 0.4625, 0.6297, 0.6297, 0.5293, 0.5073, 0.4729, 0.5975, 0.4758, 0.6908, 0.774, 0.6866, 0.5147, 0.4961, 0.533, 0.2666, 0.1215, 0.179, 0.3007, 0.21, 0.2026, 0.1282, 0.19, 0.19, 0.1547, 0.186, 0.2201, 0.1268, 0.1939, 0.281, 0.241, 0.2469, 0.1542, 0.1666, 0.095, 0.2356, 0.1309, 0.0344, 0.0947, 0.0744, 0.1832, 0.166, 0.1719, 0.2666, 0.2108, 0.1897, 0.1742, 0.1638, 0.1883, 0.159, 0.1677, 0.0555, -0.011, -0.1088, -0.0338, -0.0392, -0.02, -0.02, -0.0099, 0.0073, 0.038, 0.0445, 0.1082, 0.2139, 0.3351, 0.376, 0.3444, 0.3563, 0.3732, 0.2731, 0.3639, 0.4662, 0.4273, 0.363, 0.2525, 0.208, 0.2827, 0.2869, 0.3946, 0.5428, 0.7187, 0.6023, 0.7249, 0.5544, 0.5941, 0.555, 0.646, 0.4921, 0.4222, 0.3455, 0.4856, 0.6364, 0.6017, 0.6017, 0.6849, 0.9121, 0.8052, 0.7909, 0.8413, 0.8771, 0.8455, 0.7435, 0.5318, 0.6683, 0.5225]}
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{"unit_id": "reply:1993720442553839881", "ticker_idx": 0, "ts": "2025-11-26T16:36:09+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS will outrun those imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS; expects it to outperform NVDA/AMZN/MSFT/META.", "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": "@BullMarketBoss @babyfolio Thanks Boss, $NBIS will outrun those imo", "reply_text": null, "parent_text": "@Kaizen_Investor @babyfolio Great thread 🧵 \n\n$NBIS is an AI infrastructure Rule Breaker riding the same wave as $NVDA $AMZN $MSFT $META", "quoted_text": null, "parent_author": "BullMarketBoss", "ret_m1d": -0.06135816916451642, "ret_signed_m1d": -0.06135816916451642, "alpha_spy_m1d": -0.05450200997544141, "alpha_c_m1d": -0.059960319940812745, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.0013978492237036733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.04467204159337279, "ret_signed_p1w": 0.04467204159337279, "alpha_spy_p1w": 0.03847793882106587, "alpha_c_p1w": 0.0388184680987409, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.005853573494631892, "ret_p1m": -0.03759642091245263, "ret_signed_p1m": -0.03759642091245263, "alpha_spy_p1m": -0.05634053103691783, "alpha_c_p1m": -0.07265060261913092, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.03505418170667829, "ret_p3m": 0.06251978050806972, "ret_signed_p3m": 0.06251978050806972, "alpha_spy_p3m": 0.055565924536487454, "alpha_c_p3m": 0.05139388805334133, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.011125892454728392, "ret_p6m": 1.3226316084622867, "ret_signed_p6m": 1.3226316084622867, "alpha_spy_p6m": 1.223660059503794, "alpha_c_p6m": 1.301772359294906, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.02085924916738069, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03759642091245263, "alpha_spy_stated": -0.05634053103691783, "alpha_c_stated": -0.07265060261913092, "price_path": [-0.2785, -0.2785, -0.3059, -0.3067, -0.3145, -0.3086, -0.3235, 0.0109, -0.0137, -0.0581, -0.0452, -0.0394, -0.0555, -0.0064, -0.006, 0.0488, 0.1258, 0.1385, 0.1958, 0.1399, 0.1374, 0.164, 0.1857, 0.2209, 0.3293, 0.3516, 0.3195, 0.243, 0.2884, 0.4008, 0.3685, 0.4306, 0.3534, 0.3289, 0.2994, 0.198, 0.1511, 0.1013, 0.0415, 0.1211, 0.2384, 0.3246, 0.2866, 0.3212, 0.3114, 0.3816, 0.2723, 0.1674, 0.2356, 0.1558, 0.1752, 0.1612, 0.0795, -0.0035, -0.064, -0.1178, -0.092, -0.0438, 0.004, -0.1061, -0.1207, -0.0295, -0.0614, 0.0, 0.0, 0.0019, 0.0577, 0.0186, 0.0447, 0.0856, 0.0354, 0.0596, 0.0182, -0.0116, -0.0043, -0.0739, -0.1431, -0.1451, -0.2032, -0.1753, -0.0552, -0.0154, -0.0492, -0.0376, -0.0376, -0.075, -0.0914, -0.1005, -0.116, -0.116, -0.0501, -0.0196, 0.0586, 0.0161, 0.0276, 0.0342, 0.1335, 0.1134, 0.077, 0.0971, 0.1483, 0.1483, 0.0486, 0.0441, 0.0228, -0.002, -0.0341, 0.0336, 0.0606, 0.0023, -0.1003, -0.069, -0.0501, -0.1299, -0.2199, -0.0907, -0.0191, -0.0306, -0.0642, -0.0524, 0.0351, 0.0351, 0.0299, 0.0751, 0.1364, 0.0341, 0.0625, 0.0833, 0.1207, 0.1076, -0.037, -0.0389, -0.0833, 0.0326, 0.0101, -0.0566, 0.0026, 0.0184, 0.1828, 0.141, 0.1928, 0.3713, 0.2285, 0.2521, 0.2833, 0.2422, 0.2055, 0.2135, 0.2154, 0.1191, 0.0647, -0.0257, 0.0958, 0.0767, 0.1492, 0.1492, 0.1885, 0.2398, 0.3201, 0.4398, 0.531, 0.6323, 0.7102, 0.7612, 0.7461, 0.6595, 0.6809, 0.6533, 0.649, 0.6589, 0.5541, 0.5309, 0.4311, 0.4911, 0.4598, 0.6315, 0.8631, 0.8579, 1.0603, 0.9513, 0.8698, 0.9654, 0.8915, 1.1889, 1.3355, 1.3227, 1.1107, 1.0882, 1.0258, 1.3226]}
{"unit_id": "reply:2007190777068429621", "ticker_idx": 0, "ts": "2026-01-02T20:42:27+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "years", "summary": "Names IREN, HIMS, and FLNC as top picks for 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": "reply_other", "lang": "en", "tweet_text": "@Dividend_Learn My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "@Kaizen_Investor Would you add anything to the list?", "quoted_text": null, "parent_author": "Dividend_Learn", "ret_m1d": -0.11545667955712702, "ret_signed_m1d": -0.11545667955712702, "alpha_spy_m1d": -0.11362704017149639, "alpha_c_m1d": -0.11254387274067013, "bench_spy_m1d": -0.0018296393856306326, "bench_c_m1d": -0.002912806816456892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12974240788153968, "ret_signed_p1d": 0.12974240788153968, "alpha_spy_p1d": 0.12308229058917974, "alpha_c_p1d": 0.10789639178212296, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.02184601609941672, "ret_p1w": 0.077985900629014, "ret_signed_p1w": 0.077985900629014, "alpha_spy_p1w": 0.062030827253029, "alpha_c_p1w": 0.06342186654672965, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.01456403408228435, "ret_p1m": 0.2430913555656029, "ret_signed_p1m": 0.2430913555656029, "alpha_spy_p1m": 0.22517479308536248, "alpha_c_p1m": 0.2594758676401654, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": -0.016384512074562485, "ret_p3m": -0.20163935495346474, "ret_signed_p3m": -0.20163935495346474, "alpha_spy_p3m": -0.16337581215511798, "alpha_c_p3m": -0.10632060108812746, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.09531875386533728, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4445, 0.4073, 0.4953, 0.3998, 0.5021, 0.629, 0.592, 0.448, 0.422, 0.3869, 0.2926, 0.2138, 0.3082, 0.4731, 0.522, 0.4618, 0.415, 0.3635, 0.4227, 0.5867, 0.5604, 0.7895, 0.5681, 0.4609, 0.4091, 0.3438, 0.3044, 0.1393, 0.0859, 0.1103, 0.144, 0.0733, 0.018, -0.0103, 0.1356, 0.1117, 0.1347, 0.1347, 0.1197, 0.1356, -0.037, 0.0295, 0.0878, 0.0471, 0.0852, 0.097, 0.0286, 0.029, -0.0602, -0.1691, -0.1431, -0.2089, -0.1616, -0.0651, -0.0155, -0.0148, -0.0169, -0.0169, -0.0562, -0.077, -0.103, -0.1155, -0.1155, 0.0, 0.1297, 0.0752, 0.0217, 0.0698, 0.078, 0.1787, 0.241, 0.2384, 0.2152, 0.3541, 0.3541, 0.2707, 0.2525, 0.2239, 0.3274, 0.2262, 0.4049, 0.474, 0.4014, 0.2585, 0.2431, 0.2738, 0.0525, -0.0681, -0.0204, 0.0808, 0.0054, -0.0007, -0.0625, -0.0112, -0.0112, -0.0405, -0.0145, 0.0138, -0.0637, -0.008, 0.0644, 0.0311, 0.0361, -0.041, -0.0307, -0.0902, 0.0267, -0.0603, -0.1405, -0.0904, -0.1073, -0.0169, -0.0311, -0.0262, 0.0525, 0.0061, -0.0115, -0.0244, -0.033, -0.0126, -0.037, -0.0297, -0.123, -0.1782, -0.2595, -0.1972, -0.2016, -0.1857, -0.1857, -0.1773, -0.163, -0.1375, -0.1321, -0.0792, 0.0087, 0.1094, 0.1433, 0.1171, 0.1269, 0.141, 0.0578, 0.1333, 0.2183, 0.1859, 0.1326, 0.0407, 0.0037, 0.0658, 0.0693, 0.1588, 0.282, 0.4281, 0.3314, 0.4333, 0.2916, 0.3246, 0.292, 0.3677, 0.2398, 0.1817, 0.118, 0.2344, 0.3597, 0.3309, 0.3309, 0.4, 0.5888, 0.5, 0.4881, 0.53, 0.5597, 0.5335, 0.4487, 0.2728, 0.3862, 0.2651, 0.2066, 0.3281, 0.3998, 0.4251, 0.3859, 0.3609, 0.4042, 0.4042, 0.3319, 0.2815, 0.178, 0.118, 0.1056, null]}
{"unit_id": "reply:2007190777068429621", "ticker_idx": 1, "ts": "2026-01-02T20:42:27+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "years", "summary": "Names IREN, HIMS, and FLNC as top picks for 2026.", "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": "@Dividend_Learn My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "@Kaizen_Investor Would you add anything to the list?", "quoted_text": null, "parent_author": "Dividend_Learn", "ret_m1d": -0.028135247859984558, "ret_signed_m1d": -0.028135247859984558, "alpha_spy_m1d": -0.026305608474353925, "alpha_c_m1d": -0.026305608474353925, "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": 0.038910483178623556, "ret_signed_p1d": 0.038910483178623556, "alpha_spy_p1d": 0.03225036588626362, "alpha_c_p1d": 0.03225036588626362, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": -0.05148157202065118, "ret_signed_p1w": -0.05148157202065118, "alpha_spy_p1w": -0.06743664539663619, "alpha_c_p1w": -0.06743664539663619, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.20862015400141876, "ret_signed_p1m": -0.20862015400141876, "alpha_spy_p1m": -0.22653671648165918, "alpha_c_p1m": -0.22653671648165918, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.40616581133792884, "ret_signed_p3m": -0.40616581133792884, "alpha_spy_p3m": -0.3679022685395821, "alpha_c_p3m": -0.3679022685395821, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.7351, 0.7411, 0.7435, 0.6148, 0.6381, 0.6169, 0.8785, 0.7704, 0.49, 0.5373, 0.4774, 0.4205, 0.4514, 0.46, 0.4436, 0.4104, 0.3957, 0.3188, 0.3607, 0.3286, 0.2808, 0.3089, 0.2427, 0.2281, 0.2287, 0.1898, 0.1679, 0.079, 0.1069, 0.065, 0.0853, 0.0724, 0.0063, 0.0389, 0.1308, 0.1101, 0.1494, 0.1494, 0.1901, 0.1227, 0.0868, 0.1095, 0.1978, 0.1733, 0.1709, 0.1919, 0.1338, 0.1305, 0.1137, 0.085, 0.1033, 0.0467, 0.0407, 0.0644, 0.0491, 0.0416, 0.0377, 0.0377, 0.0269, 0.0207, -0.0111, -0.0281, -0.0281, 0.0, 0.0389, 0.0614, 0.0614, 0.0138, -0.0515, -0.032, -0.0362, -0.0626, -0.0652, -0.0608, -0.0608, -0.088, -0.1353, -0.0865, -0.1134, -0.0937, -0.1116, -0.1419, -0.106, -0.1892, -0.2086, -0.2356, -0.2697, -0.2972, -0.311, -0.4214, -0.484, -0.5004, -0.5271, -0.5121, -0.5121, -0.513, -0.5259, -0.5265, -0.5322, -0.5358, -0.5373, -0.5265, -0.5331, -0.5654, -0.5067, -0.5265, -0.5076, -0.5247, -0.5289, -0.3367, -0.2975, -0.2254, -0.2864, -0.2586, -0.2553, -0.2523, -0.3071, -0.2769, -0.3409, -0.3277, -0.3613, -0.3762, -0.3756, -0.4199, -0.4379, -0.3786, -0.4062, -0.4271, -0.4271, -0.3915, -0.4163, -0.4196, -0.4089, -0.4184, -0.367, -0.3607, -0.273, -0.1922, -0.1374, -0.0718, -0.1092, -0.1317, -0.1574, -0.0853, -0.1203, -0.1646, -0.2119, -0.1868, -0.1796, -0.1838, -0.2119, -0.1955, -0.2323, -0.1538, -0.1278, -0.2508, -0.2775, -0.2745, -0.2502, -0.3328, -0.3283, -0.3104, -0.2814, -0.2891, -0.2891, -0.2861, -0.2457, -0.2403, -0.2173, -0.1691, -0.1766, -0.1766, -0.1616, -0.2161, -0.1868, -0.1326, -0.1685, -0.1359, -0.1972, -0.097, -0.0581, -0.0455, 0.0617, 0.0617, 0.0039, -0.0135, -0.0213, -0.021, 0.0159, null]}
{"unit_id": "reply:2007190777068429621", "ticker_idx": 2, "ts": "2026-01-02T20:42:27+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "tweet_type": "prediction", "timeline": "years", "summary": "Names IREN, HIMS, and FLNC as top picks for 2026.", "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": "@Dividend_Learn My 3 picks for 2026 are $IREN, $HIMS and $FLNC", "reply_text": null, "parent_text": "@Kaizen_Investor Would you add anything to the list?", "quoted_text": null, "parent_author": "Dividend_Learn", "ret_m1d": -0.14037372925281755, "ret_signed_m1d": -0.14037372925281755, "alpha_spy_m1d": -0.13854408986718691, "alpha_c_m1d": -0.13854408986718691, "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": -0.03302912739339714, "ret_signed_p1d": -0.03302912739339714, "alpha_spy_p1d": -0.039689244685757075, "alpha_c_p1d": -0.039689244685757075, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": 0.008257302571389458, "ret_signed_p1w": 0.008257302571389458, "alpha_spy_p1w": -0.0076977708045955495, "alpha_c_p1w": -0.0076977708045955495, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": 0.34245976020790025, "ret_signed_p1m": 0.34245976020790025, "alpha_spy_p1m": 0.3245431977276598, "alpha_c_p1m": 0.3245431977276598, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.4341590470120402, "ret_signed_p3m": -0.4341590470120402, "alpha_spy_p3m": -0.39589550421369346, "alpha_c_p3m": -0.39589550421369346, "bench_spy_p3m": -0.03826354279834676, "bench_c_p3m": -0.03826354279834676, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.399, -0.3498, -0.3525, -0.4311, -0.3094, -0.1982, -0.0682, -0.1491, -0.2036, -0.1982, -0.2934, -0.3385, -0.3033, -0.1517, -0.1856, -0.2134, -0.1186, -0.1104, -0.0874, -0.0956, -0.1664, -0.0995, -0.1386, -0.0965, -0.053, -0.0991, -0.1651, -0.2938, -0.2216, -0.2512, -0.2603, -0.2694, -0.3259, -0.3307, -0.3133, -0.2712, -0.1747, -0.1747, -0.1465, -0.1573, -0.1326, -0.1373, 0.0143, 0.0413, -0.0065, 0.0404, 0.0348, 0.1208, -0.0356, -0.0648, -0.0739, -0.193, -0.1608, -0.1326, -0.1113, -0.1452, -0.1382, -0.1382, -0.1217, -0.1321, -0.1369, -0.1404, -0.1404, 0.0, -0.033, -0.0513, -0.1065, -0.0795, 0.0083, 0.0117, 0.0352, -0.0156, 0.1082, 0.1769, 0.1769, 0.1086, 0.1447, 0.1851, 0.1708, 0.1786, 0.236, 0.3468, 0.372, 0.3372, 0.3425, 0.4007, 0.2599, -0.1764, -0.1551, -0.1569, -0.1747, -0.2386, -0.2421, -0.1977, -0.1977, -0.2273, -0.2425, -0.2803, -0.2807, -0.3016, -0.2834, -0.2903, -0.296, -0.3246, -0.3429, -0.3516, -0.3133, -0.3151, -0.3577, -0.3177, -0.2664, -0.2564, -0.2864, -0.2881, -0.2708, -0.2829, -0.3051, -0.3033, -0.3425, -0.3325, -0.2981, -0.2894, -0.3498, -0.3851, -0.435, -0.402, -0.4342, -0.422, -0.422, -0.4263, -0.4242, -0.4298, -0.4107, -0.4011, -0.4068, -0.3568, -0.339, -0.349, -0.4118, -0.4511, -0.445, -0.4133, -0.4124, -0.4185, -0.4194, -0.4633, -0.4859, -0.4707, -0.4702, -0.4641, -0.4485, -0.4107, -0.1756, 0.05, 0.0965, -0.0752, -0.0395, -0.09, -0.0973, -0.1508, -0.2216, -0.1769, -0.1226, -0.0661, -0.0661, -0.073, -0.0778, -0.0717, -0.1795, 0.1799, 0.213, 0.08, 0.1799, -0.0043, 0.0461, 0.0196, -0.0604, 0.0552, 0.0304, 0.0508, 0.0395, 0.0178, 0.0778, 0.0778, 0.0947, -0.0782, -0.1417, -0.1578, -0.1625, null]}
{"unit_id": "reply:1981435651435483465", "ticker_idx": 0, "ts": "2025-10-23T19:00:47+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 my fifth largest position", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds GOOGL as fifth largest position; ongoing long.", "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": "@Iron_Mind001 Yeah, $GOOGL is my fifth largest position haha", "reply_text": null, "parent_text": "@Kaizen_Investor I'm honestly more bullish on $GOOGL than anything. They seem to have their hands in everything, definitely a major Roth holding for me.", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": -0.0054923854905768454, "ret_signed_m1d": -0.0054923854905768454, "alpha_spy_m1d": 0.0004026200523663537, "alpha_c_m1d": -0.008876316470916246, "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": 0.027027033557872393, "ret_signed_p1d": 0.027027033557872393, "alpha_spy_p1d": 0.018854478863391977, "alpha_c_p1d": 0.024423973758570305, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.0026030597993020876, "ret_p1w": 0.11221754626207225, "ret_signed_p1w": 0.11221754626207225, "alpha_spy_p1w": 0.10020427837709112, "alpha_c_p1w": 0.12028697152151158, "bench_spy_p1w": 0.012013267884981138, "bench_c_p1w": -0.008069425259439322, "ret_p1m": 0.18405242455913906, "ret_signed_p1m": 0.18405242455913906, "alpha_spy_p1m": 0.20300259358661432, "alpha_c_p1m": 0.21311960279328668, "bench_spy_p1m": -0.01895016902747526, "bench_c_p1m": -0.029067178234147617, "ret_p3m": 0.27315716354940345, "ret_signed_p3m": 0.27315716354940345, "alpha_spy_p3m": 0.2615129060816377, "alpha_c_p3m": 0.28541443635580166, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": -0.012257272806398212, "ret_p6m": 0.35192098475104583, "ret_signed_p6m": 0.35192098475104583, "alpha_spy_p6m": 0.2887681681745995, "alpha_c_p6m": 0.311861424786986, "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": 0.18405242455913906, "alpha_spy_stated": 0.20300259358661432, "alpha_c_stated": 0.21311960279328668, "price_path": [-0.2397, -0.2272, -0.2241, -0.2424, -0.2534, -0.23, -0.2315, -0.2259, -0.2242, -0.2048, -0.2065, -0.1973, -0.2027, -0.1988, -0.195, -0.1966, -0.2042, -0.2131, -0.2114, -0.1864, -0.1769, -0.1823, -0.1809, -0.1645, -0.1595, -0.1595, -0.1656, -0.0894, -0.0829, -0.0723, -0.0752, -0.0531, -0.055, -0.0502, -0.0485, -0.0058, -0.0076, -0.014, -0.0041, 0.0065, -0.0022, -0.0056, -0.0235, -0.0288, -0.0258, -0.0357, -0.0394, -0.0323, -0.0292, -0.0305, -0.0105, -0.0289, -0.0334, -0.0456, -0.0652, -0.0353, -0.0301, -0.0081, -0.0064, 0.0009, 0.0137, -0.0104, -0.0055, 0.0, 0.027, 0.064, 0.0569, 0.0849, 0.1122, 0.1111, 0.1211, 0.0966, 0.1234, 0.1251, 0.1017, 0.1463, 0.1511, 0.1329, 0.1007, 0.0922, 0.1262, 0.1233, 0.157, 0.1437, 0.1841, 0.2588, 0.278, 0.2642, 0.2642, 0.2651, 0.2442, 0.2479, 0.263, 0.255, 0.2694, 0.2404, 0.2537, 0.2661, 0.2353, 0.2229, 0.2187, 0.2121, 0.1732, 0.1959, 0.2145, 0.2248, 0.2429, 0.2419, 0.2419, 0.2396, 0.2398, 0.2409, 0.2376, 0.2376, 0.2461, 0.2516, 0.2429, 0.2731, 0.2868, 0.2991, 0.3121, 0.3284, 0.3279, 0.3158, 0.3048, 0.3048, 0.2732, 0.2984, 0.3069, 0.2966, 0.3177, 0.3228, 0.3286, 0.3374, 0.3364, 0.3589, 0.3432, 0.3168, 0.3097, 0.2766, 0.2823, 0.2596, 0.2295, 0.2218, 0.2088, 0.2088, 0.1942, 0.1993, 0.1974, 0.2454, 0.2316, 0.2293, 0.2372, 0.2154, 0.2327, 0.212, 0.2003, 0.1985, 0.1897, 0.1803, 0.2122, 0.2149, 0.2214, 0.2011, 0.196, 0.209, 0.2302, 0.2174, 0.2152, 0.191, 0.1952, 0.1492, 0.1511, 0.1115, 0.0855, 0.0822, 0.1378, 0.1767, 0.1703, 0.1703, 0.187, 0.2086, 0.2555, 0.2602, 0.2552, 0.2713, 0.3172, 0.3339, 0.3295, 0.3519]}
{"unit_id": "quote:1985483453307965735", "ticker_idx": 0, "ts": "2025-11-03T23:05:18+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 steady subscriber growth proves my long-term bull thesis is firmly intact. For patient investors, however, those could be excellent buying opportunities.", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIMS long-term on intact bull thesis; near-term pressure creates buying opportunities; NVO tie-up noted.", "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 think the $HIMS earnings buy the management some time, but they likely aren't enough to kill all the short-term noise just yet.\n\nThe Q4 Adjusted EBITDA guidance implies a sequential drop from Q3, signaling heavy reinvestment. This, combined with gross margin compression (74% vs 79% YoY) and flat year-over-year Free Cash Flow, shows there are real execution questions. \n\nRevenue growth remains blistering at 49% YoY ($599M). More importantly, the platform is working: $HIMS grew subscribers by 21% while simultaneously increasing the Monthly Revenue per Subscriber by 19%. This proves they are successfully cross-selling and moving users to higher-value services.\n\nOn top of that, they confirmed \"active discussions\" with $NVO to offer Wegovy. \n\nUltimately, the steady subscriber growth proves my long-term bull thesis is firmly intact. This may take longer to play out than many expected, which will likely keep the stock under pressure short-term. For patient investors, however, those could be excellent buying opportunities.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS posts strong Q3. \n\nRevenue grew 49% & subscribers hit 2.5M (up 21% Y/Y). Profitability continues with $16M net income & 53% Adj. 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{"unit_id": "quote:1985483453307965735", "ticker_idx": 1, "ts": "2025-11-03T23:05:18+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they confirmed 'active discussions' with $NVO to offer Wegovy", "tweet_type": "analysis", "timeline": "months", "summary": "Long HIMS long-term on intact bull thesis; near-term pressure creates buying opportunities; NVO tie-up noted.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "I think the $HIMS earnings buy the management some time, but they likely aren't enough to kill all the short-term noise just yet.\n\nThe Q4 Adjusted EBITDA guidance implies a sequential drop from Q3, signaling heavy reinvestment. This, combined with gross margin compression (74% vs 79% YoY) and flat year-over-year Free Cash Flow, shows there are real execution questions. \n\nRevenue growth remains blistering at 49% YoY ($599M). More importantly, the platform is working: $HIMS grew subscribers by 21% while simultaneously increasing the Monthly Revenue per Subscriber by 19%. This proves they are successfully cross-selling and moving users to higher-value services.\n\nOn top of that, they confirmed \"active discussions\" with $NVO to offer Wegovy. \n\nUltimately, the steady subscriber growth proves my long-term bull thesis is firmly intact. This may take longer to play out than many expected, which will likely keep the stock under pressure short-term. For patient investors, however, those could be excellent buying opportunities.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS posts strong Q3. \n\nRevenue grew 49% & subscribers hit 2.5M (up 21% Y/Y). Profitability continues with $16M net income & 53% Adj. 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{"unit_id": "orig:1975270856537538832", "ticker_idx": 0, "ts": "2025-10-06T18:44:05+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet Labs will keep playing a massive part in the space-economy wave", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL as a key data provider for the AI/space economy with continued upside.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL continues its parabolic run.\n\n$Pl delivers the data that the AI-economy needs. Without data, there is no AI. Planet Labs will keep playing a massive part in the space-economy wave. https://t.co/1pk105JDtN", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0045932184743988635, "ret_signed_m1d": 0.0045932184743988635, "alpha_spy_m1d": 0.008166675053712602, "alpha_c_m1d": 0.009234486588942437, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.004641268114543573, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02887142655287156, "ret_signed_p1d": 0.02887142655287156, "alpha_spy_p1d": 0.03257894044218934, "alpha_c_p1d": 0.03454397733838377, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.005672550785512209, "ret_p1w": 0.000656183007350597, "ret_signed_p1w": 0.000656183007350597, "alpha_spy_p1w": 0.013416551304840207, "alpha_c_p1w": 0.024313672541478537, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02365748953412794, "ret_p1m": -0.16666666666666663, "ret_signed_p1m": -0.16666666666666663, "alpha_spy_p1m": -0.17207165948135972, "alpha_c_p1m": -0.150422327484801, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.01624433918186563, "ret_p3m": 0.2939632289710743, "ret_signed_p3m": 0.2939632289710743, "alpha_spy_p3m": 0.2756117636916886, "alpha_c_p3m": 0.2906028786246857, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.0033603503463885964, "ret_p6m": 0.8339895789177398, "ret_signed_p6m": 0.8339895789177398, "alpha_spy_p6m": 0.860146056877591, "alpha_c_p6m": 0.784934397158882, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.04905518175885781, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16666666666666663, "alpha_spy_stated": -0.17207165948135972, "alpha_c_stated": -0.150422327484801, "price_path": [-0.5505, -0.5669, -0.5971, -0.5932, -0.5781, -0.5768, -0.565, -0.5545, -0.5387, -0.5669, -0.5499, -0.5512, -0.5636, -0.5827, -0.5938, -0.5879, -0.5899, -0.5945, -0.5709, -0.5807, -0.5853, -0.5886, -0.5801, -0.5787, -0.5636, -0.5577, -0.5525, -0.5551, -0.5512, -0.5814, -0.5781, -0.5748, -0.5538, -0.5367, -0.542, -0.5354, -0.5269, -0.5348, -0.5348, -0.5636, -0.5774, -0.5761, -0.5715, -0.3661, -0.4081, -0.4114, -0.3655, -0.3583, -0.353, -0.3602, -0.3287, -0.3038, -0.271, -0.271, -0.2093, -0.2172, -0.2152, -0.1995, -0.1608, -0.1483, -0.0965, -0.0256, 0.0046, 0.0, 0.0289, 0.0236, 0.0276, -0.0354, 0.0007, -0.0302, -0.0098, -0.1319, -0.1398, -0.1102, -0.1529, -0.1798, -0.1503, -0.107, -0.1266, -0.1575, -0.1535, -0.1562, -0.1175, -0.1345, -0.1667, -0.1306, -0.1824, -0.1594, -0.1214, -0.1818, -0.1837, -0.2513, -0.252, -0.2644, -0.2487, -0.2264, -0.2631, -0.2677, -0.2428, -0.2303, -0.231, -0.231, -0.2192, -0.2323, -0.2277, -0.2119, -0.1509, -0.1621, -0.1503, -0.1575, -0.1509, 0.1463, 0.1969, 0.1844, 0.1732, 0.0807, 0.1476, 0.2585, 0.3517, 0.3602, 0.3333, 0.3333, 0.2703, 0.3038, 0.2953, 0.294, 0.294, 0.3392, 0.4035, 0.4331, 0.4836, 0.4724, 0.4902, 0.6693, 0.6614, 0.7539, 0.8556, 0.8885, 0.8885, 0.8373, 0.731, 0.71, 0.7677, 0.6975, 0.8419, 0.8294, 0.729, 0.6385, 0.4993, 0.5715, 0.4285, 0.3406, 0.4606, 0.5761, 0.4954, 0.4206, 0.3976, 0.4711, 0.4711, 0.4573, 0.5577, 0.6476, 0.5682, 0.5604, 0.6214, 0.6161, 0.6798, 0.584, 0.7297, 0.6601, 0.706, 0.6135, 0.6588, 0.6942, 0.6667, 0.6693, 0.6385, 0.6266, 0.6142, 0.7769, 0.628, 0.769, 1.2198, 1.2192, 1.0886, 1.3209, 1.126, 1.0249, 0.8301, 0.834]}
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{"unit_id": "orig:2018291393072910372", "ticker_idx": 0, "ts": "2026-02-02T11:52:20+00:00", "symbol": "DIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Disney's latest results show a company successfully pivoting its business model... streaming profits are surging... Theme parks remain a powerhouse... With a massive $7 billion stock buyback planned, $DIS is betting big on its own long-term recovery", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish DIS post-earnings: streaming profits surging, parks strong, $7B buyback signals long-term recovery conviction.", "resolved_tickers": ["DIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "original", "lang": "en", "tweet_text": "$DIS with a strong double beat in Q4. The stock is +4% after these strong earnings 🟢\n\nDisney’s latest results show a company successfully pivoting its business model, though not without growing pains. The big win is in streaming (SVOD), where profits are surging as more people subscribe and stay engaged. At the box office, hits like Zootopia 2 and Avatar prove Disney has regained its creative spark, driving fans back to theaters.\n\nTheme parks remain a powerhouse, despite global economic shifts, families are spending more per visit on cruises and attractions. However, it’s not all magic. The Sports (ESPN) division is struggling with the high cost of broadcasting rights, and overall profits were dampened by heavy investments in new technology. \n\nWith a massive $7 billion stock buyback planned, $DIS is betting big on its own long-term recovery.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07994261701753125, "ret_signed_m1d": 0.07994261701753125, "alpha_spy_m1d": 0.08488942497904739, "alpha_c_m1d": 0.0765165015534004, "bench_spy_m1d": -0.004946807961516142, "bench_c_m1d": 0.0034261154641308522, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002201969691325467, "ret_signed_p1d": -0.002201969691325467, "alpha_spy_p1d": 0.006253503698802398, "alpha_c_p1d": 0.013925781132163806, "bench_spy_p1d": -0.008455473390127866, "bench_c_p1d": -0.016127750823489273, "ret_p1w": 0.025658213341105185, "ret_signed_p1w": 0.025658213341105185, "alpha_spy_p1w": 0.0277576773222038, "alpha_c_p1w": 0.04897234234502901, "bench_spy_p1w": -0.002099463981098615, "bench_c_p1w": -0.023314129003923822, "ret_p1m": -0.011009994543649704, "ret_signed_p1m": -0.011009994543649704, "alpha_spy_p1m": 0.0106749960359388, "alpha_c_p1m": 0.0032792730967570183, "bench_spy_p1m": -0.021684990579588503, "bench_c_p1m": -0.014289267640406722, "ret_p3m": -0.0067017421607877825, "ret_signed_p3m": -0.0067017421607877825, "alpha_spy_p3m": -0.042957510414693534, "alpha_c_p3m": 0.016597317834450398, "bench_spy_p3m": 0.03625576825390575, "bench_c_p3m": -0.02329905999523818, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011009994543649704, "alpha_spy_stated": 0.0106749960359388, "alpha_c_stated": 0.0032792730967570183, "price_path": [0.059, 0.0507, 0.0531, 0.0674, 0.0922, 0.1093, 0.0233, 0.0061, 0.0051, 0.0107, -0.0046, -0.0234, -0.0083, -0.0306, -0.0176, -0.0164, -0.0164, -0.0065, 0.0153, -0.0031, 0.0055, 0.003, 0.0014, 0.0235, 0.0177, 0.0349, 0.0599, 0.0613, 0.0578, 0.0686, 0.0592, 0.071, 0.065, 0.0759, 0.084, 0.096, 0.096, 0.0872, 0.0933, 0.099, 0.0892, 0.0892, 0.0708, 0.0921, 0.0969, 0.081, 0.0931, 0.1094, 0.0801, 0.0817, 0.0869, 0.0858, 0.0646, 0.0646, 0.0564, 0.0837, 0.0839, 0.0625, 0.0657, 0.059, 0.0489, 0.0683, 0.0799, 0.0, -0.0022, 0.0249, 0.005, 0.0407, 0.0257, 0.0528, 0.0351, -0.0198, 0.0096, 0.0096, 0.0095, 0.0254, 0.0148, 0.0108, -0.0004, 0.0153, 0.0057, 0.0105, 0.0152, -0.0011, -0.011, -0.0135, -0.0195, -0.0279, -0.0267, -0.03, -0.0341, -0.0481, -0.0494, -0.0554, -0.0397, -0.0482, -0.0503, -0.0473, -0.0622, -0.0772, -0.0814, -0.0929, -0.1152, -0.097, -0.0773, -0.0755, -0.0751, -0.0751, -0.0782, -0.083, -0.0505, -0.0446, -0.0506, -0.0313, -0.0178, -0.0135, -0.0053, 0.0176, 0.0177, -0.0015, 0.0035, -0.0077, -0.0177, -0.0201, -0.0285, -0.0302, -0.0067, -0.0131, -0.0301, -0.038, 0.0346, 0.0403, 0.0342, 0.0026, 0.0164, 0.0043, 0.0093, -0.0166, -0.0052, -0.0207, -0.0035, -0.0083, -0.0139, -0.0139, -0.0112, -0.0026, -0.0069, -0.0251, -0.0153, -0.0291, -0.0484, -0.0489, -0.0454, -0.0534, -0.049, -0.0559, -0.0393, -0.0422, -0.0264, -0.0303, -0.0344, -0.0054, -0.0054, -0.0191, -0.0088, -0.0319, -0.0613, -0.0542, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021194753111367954", "ticker_idx": 0, "ts": "2026-02-10T12:09:15+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Datadog is cementing its role as a permanent pillar of the digital economy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish DDOG: AI-driven platform shift, massive cash generation, cybersecurity/storage expansion, and growing high-value client base make it an essential enterprise pillar.", "resolved_tickers": ["DDOG"], "resolution_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": "$DDOG surges 7.5% after an impressive double beat. \n\nDatadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the world’s largest companies are relying on them more than ever, seeing the platform as essential rather than optional. \n\nThe headline is Bits AI, a smart assistant that doesn't just alert engineers to tech problems but actually starts fixing them automatically. While some tech firms are struggling, $DDOG is generating massive cash and expanding into cybersecurity and data storage. \n\nBy using AI to solve complex issues instantly, they are evolving from a tool you check into a system that works for you. With big growth in high-paying clients, Datadog is cementing its role as a permanent pillar of the digital economy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1207680747578298, "ret_signed_m1d": -0.1207680747578298, "alpha_spy_m1d": -0.12341219364344347, "alpha_c_m1d": -0.12341219364344347, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018045780604098338, "ret_signed_p1d": -0.018045780604098338, "alpha_spy_p1d": -0.01781465846043384, "alpha_c_p1d": -0.01781465846043384, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": -0.05483150081553978, "ret_signed_p1w": -0.05483150081553978, "alpha_spy_p1w": -0.041437852906676564, "alpha_c_p1w": -0.041437852906676564, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": -0.01681190973979574, "ret_signed_p1m": -0.01681190973979574, "alpha_spy_p1m": 0.006001982412069284, "alpha_c_p1m": 0.006001982412069284, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.5436107541339175, "ret_signed_p3m": 0.5436107541339175, "alpha_spy_p3m": 0.4749601191464399, "alpha_c_p3m": 0.4749601191464399, "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": -0.01681190973979574, "alpha_spy_stated": 0.006001982412069284, "alpha_c_stated": 0.006001982412069284, "price_path": [0.4342, 0.4268, 0.3901, 0.3608, 0.3597, 0.2306, 0.215, 0.2219, 0.2261, 0.2216, 0.2216, 0.234, 0.2177, 0.2068, 0.2017, 0.1799, 0.1677, 0.1898, 0.1766, 0.166, 0.156, 0.1259, 0.0955, 0.08, 0.0543, 0.0665, 0.0827, 0.0939, 0.0891, 0.0645, 0.0645, 0.0667, 0.0638, 0.0602, 0.0487, 0.0487, 0.0316, 0.0306, 0.0573, 0.0908, 0.0078, -0.0322, -0.0239, -0.0322, -0.056, -0.0679, -0.0821, -0.0821, -0.0977, -0.0479, 0.0122, 0.0035, 0.0538, 0.0659, 0.084, -0.0115, -0.0027, -0.0048, -0.0772, -0.1077, -0.1769, -0.1387, -0.1208, 0.0, -0.018, -0.0273, -0.0345, -0.0345, -0.0548, -0.0608, -0.0699, -0.108, -0.2086, -0.1946, -0.1491, -0.1019, -0.1366, -0.1431, -0.138, -0.0875, -0.0564, -0.0302, -0.0086, -0.0508, -0.0168, -0.0194, -0.0397, -0.0239, -0.0062, 0.0123, 0.0021, -0.0354, -0.0034, -0.0548, -0.0492, -0.0414, -0.1171, -0.1069, -0.0896, -0.0848, -0.0718, -0.0718, -0.1016, -0.1013, -0.1016, -0.1596, -0.1874, -0.1511, -0.1473, -0.0664, -0.0478, -0.0236, 0.0005, -0.0029, 0.019, -0.014, -0.0015, 0.0231, 0.0145, 0.0332, 0.0194, 0.0838, 0.1313, 0.1239, 0.1083, 0.4555, 0.5436, 0.5603, 0.5419, 0.5833, 0.5643, 0.6039, 0.6104, 0.6592, 0.6368, 0.6815, 0.7145, 0.7145, 0.7248, 0.7106, 0.737, 0.9075, 1.14, 1.0755, 0.9305, 0.8786, 0.8054, 0.7867, 0.7532, 0.7555, 0.8064, 0.773, 0.7976, 0.7823, 0.7477, 0.7198, 0.7198, 0.7072, 0.701, 0.7171, 0.7039, 0.8491, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016106741885235474", "ticker_idx": 0, "ts": "2026-01-27T11:11:19+00:00", "symbol": "UPS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2026 is the turning point. With a more automated network and the Amazon reduction mostly complete, $UPS expects to return to sustainable growth and healthier profit margins this year", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish UPS: cost restructuring complete, Amazon volume reduction mostly done, 2026 signals return to sustainable growth and margin expansion.", "resolved_tickers": ["UPS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Integrated Freight & Logistics'", "bench_c_industry": "Integrated Freight & Logistics", "unit_kind": "original", "lang": "en", "tweet_text": "$UPS just reported a strong Q4 double beat. The stock is currently up 3.5% after a strong Q4 🟢\n\n$UPS is transforming into a leaner, more profitable company. They are intentionally reducing lower-margin business from $AMZN. Instead of chasing sheer volume, UPS is prioritizing \"quality\" revenue, successfully charging 8.3% more per package in the U.S. to offset fewer deliveries.\n\nCrucially, they are aggressively cutting costs to fit this new reality: closing 93 facilities, reducing their workforce by 48,000, and retiring older aircraft. While 2025 was a transition year focused on these tough adjustments, CEO Carol Tomé signals that 2026 is the turning point. With a more automated network and the Amazon reduction mostly complete, $UPS expects to return to sustainable growth and healthier profit margins this year.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0021455183768759323, "ret_signed_m1d": -0.0021455183768759323, "alpha_spy_m1d": 0.0018229246446777037, "alpha_c_m1d": 0.001974052423490247, "bench_spy_m1d": -0.003968443021553636, "bench_c_m1d": -0.004119570800366179, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03264931711626007, "ret_signed_p1d": -0.03264931711626007, "alpha_spy_p1d": -0.032548652535935196, "alpha_c_p1d": -0.027075550555012096, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": -0.0055737665612479725, "ret_p1w": 0.04337683562198902, "ret_signed_p1w": 0.04337683562198902, "alpha_spy_p1w": 0.0519462940059634, "alpha_c_p1w": 0.019870218371461634, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": 0.023506617250527384, "ret_p1m": 0.07684425131835759, "ret_signed_p1m": 0.07684425131835759, "alpha_spy_p1m": 0.08020870685796211, "alpha_c_p1m": 0.01298862708521864, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.06385562423313895, "ret_p3m": 0.01224300778503462, "ret_signed_p3m": 0.01224300778503462, "alpha_spy_p3m": -0.01708858645959821, "alpha_c_p3m": -0.03558579560645314, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.04782880339148776, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07684425131835759, "alpha_spy_stated": 0.08020870685796211, "alpha_c_stated": 0.01298862708521864, "price_path": [-0.1284, -0.1159, -0.1373, -0.145, -0.1481, -0.1418, -0.1202, -0.1467, -0.1287, -0.1181, -0.1201, -0.12, -0.1214, -0.134, -0.138, -0.1523, -0.117, -0.1272, -0.1181, -0.1076, -0.1076, -0.1064, -0.1118, -0.1084, -0.0839, -0.116, -0.115, -0.1087, -0.0954, -0.0705, -0.0627, -0.0586, -0.0665, -0.0661, -0.0582, -0.0478, -0.0493, -0.0604, -0.0654, -0.061, -0.061, -0.0621, -0.0701, -0.0705, -0.0747, -0.0747, -0.0576, -0.0485, -0.0185, -0.0167, -0.0021, 0.008, 0.0077, -0.0058, 0.0019, 0.0132, -0.0027, -0.0027, -0.0062, 0.0119, 0.0196, 0.0073, -0.0021, 0.0, -0.0326, -0.0113, -0.0091, 0.0286, 0.0434, 0.089, 0.0872, 0.0946, 0.1, 0.1073, 0.1194, 0.1014, 0.1123, 0.1123, 0.0925, 0.0983, 0.0928, 0.1041, 0.0879, 0.0912, 0.0768, 0.1031, 0.0968, 0.0822, 0.071, 0.0452, -0.0157, -0.0318, -0.0547, -0.0455, -0.0466, -0.0741, -0.0805, -0.0787, -0.0752, -0.084, -0.0867, -0.0933, -0.0762, -0.0689, -0.0696, -0.0778, -0.1033, -0.1019, -0.0695, -0.0739, -0.0714, -0.0714, -0.081, -0.0771, -0.0499, -0.0386, -0.0381, -0.035, -0.0237, -0.0204, -0.0063, 0.0068, 0.0131, 0.0055, -0.004, 0.0189, 0.0122, 0.0238, -0.0169, 0.0084, 0.0291, 0.0174, -0.0891, -0.0724, -0.0552, -0.0532, -0.0468, -0.0542, -0.0689, -0.0688, -0.0691, -0.0643, -0.0812, -0.0687, -0.0491, -0.055, -0.0284, -0.0284, -0.0193, 0.0048, 0.0259, 0.0261, 0.0485, 0.0477, 0.0452, 0.0601, 0.0439, 0.0358, 0.0375, -0.0069, 0.045, 0.0397, 0.0467, 0.0582, 0.0111, 0.0085, 0.0085, 0.0314, 0.0179, 0.0208, 0.0513, 0.0401, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026415215164928087", "ticker_idx": 0, "ts": "2026-02-24T21:53:30+00:00", "symbol": "NVTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Navitas is showing it has the tools and the capital to help power the booming AI and clean energy sectors", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish NVTS: pivot to AI/renewables succeeding, GF manufacturing deal secured, $237M cash, growth returning next quarter.", "resolved_tickers": ["NVTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVTS latest report shows a company successfully navigating a major pivot. While Q4 revenue dropped to $7.3 million, the stock is up 3% as investors look toward the future. \n\nThe big win is that high-power markets, like AI data centers and renewable energy. They now make up the majority of their sales for the first time, proving their shift away from the sluggish mobile phone market is working. \n\nThey also secured a massive US manufacturing partnership with GlobalFoundries. With nearly $237 million in cash and a forecast for sales growth to return next quarter, Navitas is showing it has the tools and the capital to help power the booming AI and clean energy sectors.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1639675978536923, "ret_signed_m1d": -0.1639675978536923, "alpha_spy_m1d": -0.15559990074439234, "alpha_c_m1d": -0.1475418424100864, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.016425755443605916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037449380695682266, "ret_signed_p1d": -0.037449380695682266, "alpha_spy_p1d": -0.03189493511647512, "alpha_c_p1d": -0.004245903656801109, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.03320347703888116, "ret_p1w": -0.06680160321531103, "ret_signed_p1w": -0.06680160321531103, "alpha_spy_p1w": -0.055231154678737404, "alpha_c_p1w": -0.0033043314721633577, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.06349727174314768, "ret_p1m": -0.08704449865544472, "ret_signed_p1m": -0.08704449865544472, "alpha_spy_p1m": -0.020250489128454285, "alpha_c_p1m": 0.019300552345990263, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.10634505100143499, "ret_p3m": 1.9605262814974345, "ret_signed_p3m": 1.9605262814974345, "alpha_spy_p3m": 1.8818617314676334, "alpha_c_p3m": 1.6081703532738953, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.3523559282235391, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 1.9605262814974345, "alpha_spy_stated": 1.8818617314676334, "alpha_c_stated": 1.6081703532738953, "price_path": [-0.1154, -0.1599, -0.1579, -0.1204, -0.0435, -0.0405, -0.0283, -0.0719, -0.0769, -0.0709, -0.1306, -0.1943, -0.2075, -0.253, -0.254, -0.2095, -0.2004, -0.2247, -0.2247, -0.2247, -0.251, -0.2702, -0.2672, -0.2773, -0.2773, -0.1518, -0.084, 0.0314, 0.0435, 0.0182, 0.0192, 0.0557, -0.043, 0.0162, 0.0121, 0.1043, 0.1043, -0.002, -0.0121, 0.1427, 0.0294, -0.0506, -0.0324, 0.0314, -0.0425, -0.1316, -0.1275, -0.084, -0.17, -0.248, -0.1032, -0.0668, -0.1103, -0.1134, -0.1528, -0.1599, -0.1599, -0.168, -0.1812, -0.1822, -0.2024, -0.1781, -0.164, 0.0, -0.0374, -0.0891, -0.0334, -0.0992, -0.0668, -0.0931, -0.17, -0.1518, -0.1215, 0.0972, 0.0101, 0.0223, 0.0617, -0.0061, -0.083, -0.0719, -0.1144, -0.0709, -0.0607, -0.0405, -0.087, -0.1619, -0.2075, -0.1123, -0.1356, -0.1093, -0.1093, -0.1058, -0.1326, -0.0334, -0.0466, -0.0344, -0.0061, -0.001, 0.0385, 0.252, 0.247, 0.336, 0.5516, 0.8694, 0.8735, 0.749, 0.8522, 0.5304, 0.5668, 0.67, 0.7662, 0.6113, 0.7763, 0.6883, 0.5982, 0.8421, 1.2925, 0.9484, 1.1427, 1.2591, 1.1579, 0.9909, 0.9666, 1.3269, 1.4676, 1.9605, 1.9605, 2.2176, 1.9231, 1.8856, 1.6923, 1.5162, 1.6174, 2.1215, 2.1043, 1.5385, 1.4777, 1.3128, 1.0749, 1.248, 1.3674, 1.4018, 1.2358, 1.2611, 1.4312, 1.4312, 1.3988, 1.166, 0.8543, 0.7915, 0.751, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1989088477078847600", "ticker_idx": 0, "ts": "2025-11-13T21:50:23+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 shifts $HIMS from treating symptoms to proactively managing wellness. The test is the front door to their entire ecosystem. A massive, data-driven shift.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HIMS: lab services transform it from reactive treatment to proactive wellness ecosystem, unlocking broader data-driven growth.", "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 This shifts $HIMS from treating symptoms to proactively managing wellness. The test is the front door to their entire ecosystem. A massive, data-driven shift.", "reply_text": null, "parent_text": "$HIMS lab services is a massive advancement in medicine for everyday people.  These tests should be routine at doctor checkups, but labs are only done typically as reactive medicine.  And even when blood labs are drawn, they’re not that comprehensive, and they’re extremely https://t.co/8fph4BEDwx", "quoted_text": null, "parent_author": "hypergrowth102", "ret_m1d": -0.025148737606488947, "ret_signed_m1d": -0.025148737606488947, "alpha_spy_m1d": -0.025312497219466712, "alpha_c_m1d": -0.025312497219466712, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": 0.0001637596129777652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037858240359972095, "ret_signed_p1d": -0.037858240359972095, "alpha_spy_p1d": -0.028541802109573244, "alpha_c_p1d": -0.028541802109573244, "bench_spy_p1d": -0.00931643825039885, "bench_c_p1d": -0.00931643825039885, "ret_p1w": -0.06138454531809856, "ret_signed_p1w": -0.06138454531809856, "alpha_spy_p1w": -0.042186203576515036, "alpha_c_p1w": -0.042186203576515036, "bench_spy_p1w": -0.019198341741583524, "bench_c_p1w": -0.019198341741583524, "ret_p1m": -0.01974038808201084, "ret_signed_p1m": -0.01974038808201084, "alpha_spy_p1m": -0.03283694406531357, "alpha_c_p1m": -0.03283694406531357, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.013096555983302727, "ret_p3m": -0.5486749394089283, "ret_signed_p3m": -0.5486749394089283, "alpha_spy_p3m": -0.5815276089699637, "alpha_c_p3m": -0.5815276089699637, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.032852669561035386, "ret_p6m": -0.21200649674518013, "ret_signed_p6m": -0.21200649674518013, "alpha_spy_p6m": -0.31853478104359156, "alpha_c_p6m": -0.31853478104359156, "bench_spy_p6m": 0.10652828429841144, "bench_c_p6m": 0.10652828429841144, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01974038808201084, "alpha_spy_stated": -0.03283694406531357, "alpha_c_stated": -0.03283694406531357, "price_path": [0.1406, 0.1731, 0.1888, 0.2052, 0.1625, 0.2263, 0.1901, 0.1931, 0.1452, 0.1452, 0.123, 0.2023, 0.301, 0.3091, 0.3423, 0.2923, 0.292, 0.3997, 0.5008, 0.4592, 0.3761, 0.3615, 0.5197, 0.5635, 0.5603, 0.5143, 0.44, 0.4838, 0.5792, 0.5987, 0.5338, 0.5227, 0.5649, 0.4208, 0.4808, 0.5676, 0.573, 0.5752, 0.4589, 0.48, 0.4608, 0.6971, 0.5995, 0.3461, 0.3889, 0.3348, 0.2834, 0.3112, 0.3191, 0.3042, 0.2742, 0.261, 0.1915, 0.2293, 0.2004, 0.1571, 0.1825, 0.1228, 0.1095, 0.1101, 0.0749, 0.0552, -0.0251, 0.0, -0.0379, -0.0195, -0.0311, -0.0909, -0.0614, 0.0216, 0.003, 0.0384, 0.0384, 0.0752, 0.0143, -0.0181, 0.0024, 0.0822, 0.06, 0.0579, 0.0768, 0.0243, 0.0214, 0.0062, -0.0197, -0.0032, -0.0544, -0.0598, -0.0384, -0.0522, -0.059, -0.0625, -0.0625, -0.0722, -0.0779, -0.1065, -0.122, -0.122, -0.0965, -0.0614, -0.0411, -0.0411, -0.0841, -0.1431, -0.1255, -0.1293, -0.1531, -0.1555, -0.1514, -0.1514, -0.176, -0.2188, -0.1747, -0.199, -0.1812, -0.1974, -0.2247, -0.1923, -0.2674, -0.285, -0.3094, -0.3402, -0.3651, -0.3775, -0.4773, -0.5338, -0.5487, -0.5727, -0.5592, -0.5592, -0.56, -0.5717, -0.5722, -0.5773, -0.5806, -0.5819, -0.5722, -0.5782, -0.6074, -0.5544, -0.5722, -0.5552, -0.5706, -0.5744, -0.4008, -0.3653, -0.3002, -0.3553, -0.3302, -0.3272, -0.3245, -0.374, -0.3467, -0.4045, -0.3926, -0.4229, -0.4365, -0.4359, -0.4759, -0.4922, -0.4386, -0.4635, -0.4824, -0.4824, -0.4502, -0.4727, -0.4757, -0.4659, -0.4746, -0.4281, -0.4224, -0.3432, -0.2701, -0.2207, -0.1614, -0.1952, -0.2155, -0.2388, -0.1736, -0.2052, -0.2453, -0.288, -0.2653, -0.2588, -0.2626, -0.288, -0.2731, -0.3064, -0.2355, -0.212]}
{"unit_id": "reply:1997415724420149546", "ticker_idx": 0, "ts": "2025-12-06T21:19:53+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN will boom in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "IREN will boom in 2026; bullish despite 300%+ prior run-up.", "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": "@chickvestor $IREN will boom in 2026", "reply_text": null, "parent_text": "Investors think that because $IREN has gone up more than 300%, that it is overvalued.\nWe will see about that.", "quoted_text": null, "parent_author": "realvestorx", "ret_m1d": -0.03517481792723309, "ret_signed_m1d": -0.03517481792723309, "alpha_spy_m1d": -0.038188079500896865, "alpha_c_m1d": -0.03891456562313822, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.003739747695905127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01078981437966342, "ret_signed_p1d": 0.01078981437966342, "alpha_spy_p1d": 0.011652932473897204, "alpha_c_p1d": 0.01452948987687952, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0037396754972160995, "ret_p1w": -0.2343547814974506, "ret_signed_p1w": -0.2343547814974506, "alpha_spy_p1w": -0.23011264788536523, "alpha_c_p1w": -0.26258973942402564, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.028234957926575044, "ret_p1m": -0.009279246952090592, "ret_signed_p1m": -0.009279246952090592, "alpha_spy_p1m": -0.024235009449141254, "alpha_c_p1m": -0.06756510423246564, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.05828585728037505, "ret_p3m": -0.1341173960320069, "ret_signed_p3m": -0.1341173960320069, "alpha_spy_p3m": -0.1336686430387074, "alpha_c_p3m": -0.09539362915493155, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.03872376687707535, "ret_p6m": 0.43720324244327324, "ret_signed_p6m": 0.43720324244327324, "alpha_spy_p6m": 0.3197932556772105, "alpha_c_p6m": 0.4666478172063514, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.029444574763078157, "ret_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": [-0.2743, -0.2911, -0.2672, -0.1985, -0.2134, -0.1821, -0.2162, -0.1662, -0.0958, -0.0986, 0.0173, -0.0011, -0.0967, -0.0088, 0.0127, 0.016, 0.0147, 0.0889, 0.2462, 0.331, 0.2967, 0.3779, 0.2898, 0.3841, 0.5011, 0.467, 0.3343, 0.3103, 0.2779, 0.1911, 0.1185, 0.2054, 0.3574, 0.4025, 0.347, 0.3038, 0.2564, 0.311, 0.462, 0.4379, 0.6489, 0.445, 0.3461, 0.2984, 0.2382, 0.202, 0.0498, 0.0006, 0.0231, 0.0542, -0.011, -0.0619, -0.088, 0.0464, 0.0244, 0.0455, 0.0455, 0.0317, 0.0464, -0.1126, -0.0514, 0.0024, -0.0352, 0.0, 0.0108, -0.0522, -0.0518, -0.134, -0.2344, -0.2104, -0.271, -0.2274, -0.1385, -0.0928, -0.0921, -0.0941, -0.0941, -0.1303, -0.1495, -0.1735, -0.1849, -0.1849, -0.0785, 0.041, -0.0093, -0.0586, -0.0142, -0.0067, 0.0861, 0.1435, 0.1411, 0.1198, 0.2477, 0.2477, 0.1709, 0.1541, 0.1278, 0.2231, 0.1299, 0.2946, 0.3582, 0.2913, 0.1597, 0.1454, 0.1737, -0.0302, -0.1413, -0.0973, -0.0041, -0.0736, -0.0792, -0.1362, -0.0889, -0.0889, -0.1159, -0.0919, -0.0658, -0.1372, -0.0859, -0.0192, -0.0498, -0.0453, -0.1163, -0.1068, -0.1616, -0.0539, -0.1341, -0.208, -0.1618, -0.1774, -0.0941, -0.1073, -0.1027, -0.0302, -0.0729, -0.0891, -0.101, -0.109, -0.0902, -0.1126, -0.106, -0.1918, -0.2428, -0.3177, -0.2603, -0.2644, -0.2497, -0.2497, -0.2419, -0.2287, -0.2052, -0.2003, -0.1515, -0.0706, 0.0222, 0.0535, 0.0293, 0.0384, 0.0514, -0.0252, 0.0442, 0.1226, 0.0928, 0.0436, -0.041, -0.0751, -0.0179, -0.0147, 0.0678, 0.1813, 0.3159, 0.2268, 0.3207, 0.1901, 0.2205, 0.1905, 0.2603, 0.1424, 0.0889, 0.0302, 0.1375, 0.2529, 0.2264, 0.2264, 0.29, 0.464, 0.3822, 0.3712, 0.4098, 0.4372]}
{"unit_id": "orig:2023867954358612040", "ticker_idx": 0, "ts": "2026-02-17T21:11:36+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "business fundamentals remain excellent. The stock drop suggests the market simply wanted perfection, rather than just solid growth", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PANW: strong fundamentals, 33% NGS ARR surge, platformization winning; post-earnings dip is market overreaction to valuation, not weakness.", "resolved_tickers": ["PANW"], "resolution_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": "Despite reporting strong Q2 2026 results, $PANW Networks shares slipped 2.5%, likely because investors expected an even bigger beat to justify its premium valuation. \n\nThe company grew total revenue 15% to $2.6 billion, but the real highlight was a 33% surge in Next-Gen Security annual recurring revenue.\n\nThis confirms their platformization strategy is winning: companies are actively consolidating their cybersecurity vendors onto Palo Alto's unified platform, a trend accelerated by the need to secure new AI initiatives. \n\nWith profit margins exceeding 30% and an improved outlook for the full year, the business fundamentals remain excellent. The stock drop suggests the market simply wanted perfection, rather than just solid growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07318669806227907, "ret_signed_m1d": 0.07318669806227907, "alpha_spy_m1d": 0.07819915432409874, "alpha_c_m1d": 0.07819915432409874, "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": -0.008926816907558921, "ret_signed_p1d": -0.008926816907558921, "alpha_spy_p1d": -0.00628938317644534, "alpha_c_p1d": -0.00628938317644534, "bench_spy_p1d": -0.002637433731113581, "bench_c_p1d": -0.002637433731113581, "ret_p1w": -0.04929445004762423, "ret_signed_p1w": -0.04929445004762423, "alpha_spy_p1w": -0.059290305112956077, "alpha_c_p1w": -0.059290305112956077, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.11414505213628057, "ret_signed_p1m": 0.11414505213628057, "alpha_spy_p1m": 0.15274381745358445, "alpha_c_p1m": 0.15274381745358445, "bench_spy_p1m": -0.038598765317303885, "bench_c_p1m": -0.038598765317303885, "ret_p3m": 0.6248768830606917, "ret_signed_p3m": 0.6248768830606917, "alpha_spy_p3m": 0.5456431845630247, "alpha_c_p3m": 0.5456431845630247, "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": 0.11414505213628057, "alpha_spy_stated": 0.15274381745358445, "alpha_c_stated": 0.15274381745358445, "price_path": [0.2005, 0.207, 0.2226, 0.2166, 0.2166, 0.248, 0.2322, 0.2463, 0.271, 0.2844, 0.3052, 0.2822, 0.2799, 0.2666, 0.2495, 0.2582, 0.2201, 0.228, 0.2041, 0.2201, 0.2266, 0.2438, 0.2348, 0.2289, 0.2289, 0.237, 0.2265, 0.2265, 0.2091, 0.2091, 0.1774, 0.1954, 0.22, 0.2727, 0.2524, 0.2407, 0.2398, 0.2527, 0.2532, 0.2322, 0.2318, 0.2318, 0.2081, 0.1911, 0.1964, 0.1827, 0.2092, 0.2045, 0.206, 0.1565, 0.1616, 0.1514, 0.0912, 0.0943, 0.0159, 0.0457, 0.0896, 0.0864, 0.085, 0.0687, 0.0958, 0.0958, 0.0732, 0.0, -0.0089, -0.024, -0.0539, -0.0701, -0.0493, -0.0194, -0.0225, -0.0144, 0.0245, 0.0408, 0.071, 0.0834, 0.0837, 0.0868, 0.0826, 0.1035, 0.0963, 0.0991, 0.1105, 0.1087, 0.1141, 0.0696, 0.0768, 0.0319, 0.0057, 0.0263, -0.035, 0.0131, 0.0523, 0.0546, 0.0713, 0.0713, 0.063, 0.115, 0.1407, 0.0961, 0.0222, 0.0667, 0.0606, 0.0772, 0.096, 0.1017, 0.113, 0.1484, 0.1894, 0.1369, 0.1719, 0.2005, 0.188, 0.1916, 0.177, 0.1886, 0.2114, 0.2076, 0.2056, 0.29, 0.3645, 0.4024, 0.4152, 0.4952, 0.5636, 0.5939, 0.6249, 0.5762, 0.619, 0.6601, 0.7104, 0.7104, 0.6853, 0.6309, 0.692, 0.849, 0.9723, 0.9506, 0.8407, 0.833, 0.7857, 0.7481, 0.71, 0.7277, 0.8348, 0.8354, 0.8677, 0.8372, 0.8519, 0.8889, 0.8889, 0.8799, 0.9096, 0.8724, 0.9238, 0.9967, null, null, null, null, null, null, null, null, null, null, null, null, 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:2010040403798700134", "ticker_idx": 0, "ts": "2026-01-10T17:25:51+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still flying under the radar with massive upside potential", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL (Planet Labs) on massive upside potential despite no longer cheap.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@SpaceInvestor_D $PL, maybe not “cheap” any more but still flying under the radar with massive upside potential", "reply_text": null, "parent_text": "Name a space-adjacent company flying under the radar and still trading at a \"cheap\" valuation ?", "quoted_text": null, "parent_author": "SpaceInvestor_D", "ret_m1d": -0.10731137548248837, "ret_signed_m1d": -0.10731137548248837, "alpha_spy_m1d": -0.10574340487461109, "alpha_c_m1d": -0.09971194351741874, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.007599431965069625, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004717014021786259, "ret_signed_p1d": -0.004717014021786259, "alpha_spy_p1d": -0.0027175072564044056, "alpha_c_p1d": -0.009864995093054496, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": 0.005147981071268237, "ret_p1w": 0.1312893114179179, "ret_signed_p1w": 0.1312893114179179, "alpha_spy_p1w": 0.13632413530014742, "alpha_c_p1w": 0.10842972219975189, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": 0.022859589218166, "ret_p1m": -0.10416664948503462, "ret_signed_p1m": -0.10416664948503462, "alpha_spy_p1m": -0.09979356145324725, "alpha_c_p1m": -0.1699876876472728, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": 0.06582103816223817, "ret_p3m": 0.34551882168442427, "ret_signed_p3m": 0.34551882168442427, "alpha_spy_p3m": 0.3647851590219494, "alpha_c_p3m": 0.28727380745440856, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": 0.05824501423001571, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10416664948503462, "alpha_spy_stated": -0.09979356145324725, "alpha_c_stated": -0.1699876876472728, "price_path": [-0.4068, -0.48, -0.4847, -0.467, -0.4925, -0.5086, -0.491, -0.465, -0.4768, -0.4953, -0.4929, -0.4945, -0.4713, -0.4815, -0.5008, -0.4792, -0.5102, -0.4965, -0.4737, -0.5098, -0.511, -0.5515, -0.5519, -0.5594, -0.5499, -0.5366, -0.5586, -0.5613, -0.5464, -0.5389, -0.5393, -0.5393, -0.5322, -0.5401, -0.5373, -0.5279, -0.4914, -0.498, -0.491, -0.4953, -0.4914, -0.3133, -0.283, -0.2905, -0.2972, -0.3526, -0.3125, -0.2461, -0.1903, -0.1851, -0.2013, -0.2013, -0.239, -0.2189, -0.2241, -0.2248, -0.2248, -0.1977, -0.1592, -0.1415, -0.1112, -0.1179, -0.1073, 0.0, -0.0047, 0.0507, 0.1116, 0.1313, 0.1313, 0.1006, 0.0369, 0.0244, 0.059, 0.0169, 0.1034, 0.0959, 0.0358, -0.0185, -0.1018, -0.0586, -0.1443, -0.1969, -0.125, -0.0558, -0.1042, -0.149, -0.1627, -0.1187, -0.1187, -0.127, -0.0668, -0.013, -0.0605, -0.0653, -0.0287, -0.0318, 0.0063, -0.0511, 0.0362, -0.0055, 0.022, -0.0334, -0.0063, 0.0149, -0.0016, 0.0, -0.0185, -0.0256, -0.033, 0.0645, -0.0248, 0.0597, 0.3298, 0.3294, 0.2512, 0.3903, 0.2736, 0.2131, 0.0963, 0.0987, 0.2072, 0.4104, 0.4104, 0.3766, 0.3825, 0.4367, 0.3455, 0.3628, 0.3491, 0.3337, 0.3526, 0.568, 0.5126, 0.4741, 0.4949, 0.5515, 0.5051, 0.3931, 0.3935, 0.377, 0.3396, 0.4532, 0.4505, 0.5149, 0.4595, 0.5601, 0.3852, 0.5346, 0.6447, 0.5991, 0.6014, 0.6918, 0.636, 0.6356, 0.6348, 0.6769, 0.6698, 0.7433, 0.7433, 0.8994, 0.9843, 1.0204, 1.0102, 0.8263, 0.8903, 0.6954, 0.7111, 0.2665, 0.2869, 0.2252, 0.2075, 0.3432, 0.2244, 0.202, 0.1089, 0.1093, 0.1097, 0.1097, 0.1309, 0.1215, 0.0338, 0.0421, 0.0641, null, null, null, null, null, null, null]}
{"unit_id": "quote:1975176321559871976", "ticker_idx": 0, "ts": "2025-10-06T12:28:26+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Never bet against Lisa Su. $AMD is in the safe hands of Queen Su.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMD on Lisa Su's leadership; decisive long endorsement.", "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": "Never bet against Lisa Su. $AMD is in the safe hands of Queen Su.", "reply_text": null, "parent_text": null, "quoted_text": "Lisa Su is TIME's CEO of the Year https://t.co/eUPDOgHdk7 https://t.co/7rKkyPy7Tg", "parent_author": null, "ret_m1d": -0.19164502114890114, "ret_signed_m1d": -0.19164502114890114, "alpha_spy_m1d": -0.1880715645695874, "alpha_c_m1d": -0.1721330726044944, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.019511948544406743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03828966440477655, "ret_signed_p1d": 0.03828966440477655, "alpha_spy_p1d": 0.04199717829409433, "alpha_c_p1d": 0.056724049510276986, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.01843438510550044, "ret_p1w": 0.06239257295264178, "ret_signed_p1w": 0.06239257295264178, "alpha_spy_p1w": 0.07515294125013139, "alpha_c_p1w": 0.07296396329119392, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.010571390338552145, "ret_p1m": 0.22748021604545032, "ret_signed_p1m": 0.22748021604545032, "alpha_spy_p1m": 0.22207522323075723, "alpha_c_p1m": 0.20016348808328077, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": 0.02731672796216955, "ret_p3m": 0.05129839774106104, "ret_signed_p3m": 0.05129839774106104, "alpha_spy_p3m": 0.03294693246167535, "alpha_c_p3m": -0.0007447871716601551, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.052043184912721197, "ret_p6m": -0.0013745718367151882, "ret_signed_p6m": -0.0013745718367151882, "alpha_spy_p6m": 0.02478190612313602, "alpha_c_p6m": -0.12139607853018763, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.12002150669347245, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22748021604545032, "alpha_spy_stated": 0.22207522323075723, "alpha_c_stated": 0.20016348808328077, "price_path": [-0.3206, -0.2923, -0.2812, -0.2821, -0.2361, -0.2142, -0.2126, -0.2293, -0.2293, -0.2405, -0.2212, -0.2042, -0.1828, -0.1475, -0.129, -0.1188, -0.1345, -0.1571, -0.1322, -0.1443, -0.1993, -0.1537, -0.1519, -0.1543, -0.1412, -0.0947, -0.1117, -0.1286, -0.1353, -0.1824, -0.189, -0.1964, -0.1765, -0.1981, -0.1821, -0.1796, -0.1725, -0.2017, -0.2017, -0.2032, -0.2041, -0.2058, -0.2581, -0.2567, -0.2351, -0.2168, -0.2358, -0.2216, -0.2089, -0.2123, -0.2187, -0.2248, -0.2274, -0.2156, -0.2102, -0.2102, -0.2083, -0.2172, -0.2079, -0.2058, -0.1949, -0.1668, -0.1916, 0.0, 0.0383, 0.1563, 0.1432, 0.0549, 0.0624, 0.0706, 0.1713, 0.1514, 0.1442, 0.1809, 0.1685, 0.1302, 0.1536, 0.2416, 0.2747, 0.2666, 0.2976, 0.251, 0.2573, 0.2746, 0.2275, 0.2583, 0.1669, 0.1464, 0.1977, 0.166, 0.2709, 0.2172, 0.2116, 0.1807, 0.1305, 0.0974, 0.0113, 0.0003, 0.0557, 0.0119, 0.0517, 0.0517, 0.0678, 0.0788, 0.0566, 0.0682, 0.0602, 0.07, 0.0854, 0.0879, 0.0869, 0.087, 0.0347, 0.019, 0.0268, -0.0275, -0.013, 0.0477, 0.0552, 0.0549, 0.0556, 0.0556, 0.0554, 0.0584, 0.0571, 0.0513, 0.0513, 0.097, 0.0853, 0.0522, 0.031, 0.0048, -0.0027, 0.0195, 0.0847, 0.0976, 0.1188, 0.138, 0.138, 0.1385, 0.2263, 0.2455, 0.2748, 0.2337, 0.2372, 0.2407, 0.2379, 0.1621, 0.2089, 0.1885, -0.0173, -0.055, 0.0232, 0.0603, 0.0484, 0.0485, 0.0109, 0.0177, 0.0177, -0.0031, -0.0176, -0.0017, -0.0175, -0.0349, 0.0497, 0.0351, -0.0001, -0.0172, -0.025, -0.0626, -0.0081, -0.0209, -0.0554, -0.0051, -0.0024, 0.0055, -0.0293, -0.0507, -0.035, -0.0363, -0.0209, 0.0077, -0.0117, -0.0051, 0.0081, 0.0813, 0.0003, -0.0084, -0.0377, -0.0014]}
{"unit_id": "reply:2023515980295475329", "ticker_idx": 0, "ts": "2026-02-16T21:52:59+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you have to own the only battery that makes it viable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AMPX as the sole viable battery play for drone/loitering munition warfare thesis; silicon anode cuts weight in half vs standard Li-ion.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I included $AMPX because modern Defense is shifting to drones/loitering munitions, and their biggest enemy is gravity.\n\nStandard lithium-ion is maxed out. Amprius (Silicon Anode) is the only chemistry that cuts battery weight in half while keeping the power.\n\nIf you believe in the Warfare via drone thesis (which I know you do with $ONDS), you have to own the only battery that makes it viable.", "reply_text": null, "parent_text": "@Kaizen_Investor Great post buddy 👊 Like how it connects! How come you’ve chosen AMPX in this space?", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": 0.020470808586933842, "ret_signed_m1d": 0.020470808586933842, "alpha_spy_m1d": 0.022081692472191272, "alpha_c_m1d": 0.025668371889634667, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014329517204596298, "ret_signed_p1d": 0.014329517204596298, "alpha_spy_p1d": 0.009291809654019545, "alpha_c_p1d": 0.014557924721455229, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1054247374320958, "ret_signed_p1w": 0.1054247374320958, "alpha_spy_p1w": 0.098834733394777, "alpha_c_p1w": 0.09457253295348611, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.9344932172967815, "ret_signed_p1m": 0.9344932172967815, "alpha_spy_p1m": 0.9658617371553486, "alpha_c_p1m": 0.9910387529242363, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.7246673072650651, "ret_signed_p3m": 0.7246673072650651, "alpha_spy_p3m": 0.6392331319595277, "alpha_c_p3m": 0.7429354403424512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.9344932172967815, "alpha_spy_stated": 0.9658617371553486, "alpha_c_stated": 0.9910387529242363, "price_path": [0.0542, 0.0348, 0.1054, 0.0983, 0.1064, 0.1064, 0.1586, 0.086, 0.1116, 0.1791, 0.2508, 0.2467, 0.2078, 0.1975, 0.13, 0.1709, 0.1167, 0.0287, 0.0522, -0.1013, -0.0635, -0.043, -0.0716, -0.1075, -0.1269, -0.1269, -0.1535, -0.1894, -0.1986, -0.1924, -0.1924, -0.1054, -0.0573, -0.0594, -0.089, -0.0542, -0.0297, 0.0246, -0.0102, 0.0604, 0.0389, 0.1259, 0.1259, 0.1433, 0.1535, 0.2231, 0.1433, 0.1157, 0.1853, 0.2262, 0.39, 0.2733, 0.346, 0.5026, 0.2692, 0.0829, 0.2528, 0.2784, 0.1822, 0.1372, 0.043, 0.0205, 0.0205, 0.0, 0.0143, 0.0594, -0.0256, 0.044, 0.1054, 0.132, 0.1791, 0.0983, 0.1863, 0.1904, 0.2845, 0.5241, 0.6714, 0.8137, 0.8424, 0.9028, 0.8721, 0.8373, 0.913, 0.9836, 0.9345, 0.956, 0.8628, 0.912, 0.8178, 0.8352, 0.7564, 0.6499, 0.5067, 0.7257, 0.5885, 0.6377, 0.6377, 0.7973, 0.7093, 0.7318, 0.653, 0.7625, 0.8823, 0.8311, 0.8731, 0.958, 0.911, 1.0072, 1.1934, 1.3224, 1.2242, 1.1146, 1.1924, 1.0154, 1.0819, 1.1556, 1.1361, 1.086, 1.1904, 1.2712, 0.6489, 0.7093, 0.8096, 0.9273, 0.7932, 0.8291, 0.7247, 0.6244, 0.5844, 0.5425, 0.566, 0.6407, 0.6407, 0.825, 0.7564, 1.1341, 1.0757, 1.2262, 1.3449, 1.2252, 1.3071, 1.0154, 0.9273, 0.783, 0.6817, 0.7503, 0.6694, 0.7216, 0.5855, 0.5353, 0.6551, 0.6551, 0.6018, 0.4452, 0.2815, 0.2856, 0.3214, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019009412845670748", "ticker_idx": 0, "ts": "2026-02-04T11:25:30+00:00", "symbol": "GEHC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GEHC expects steady growth and improved profits as their internal efficiency programs and new software investments begin to pay off", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish GEHC into 2026: strong backlog, Pharma Diagnostics growth, $2.3B Intelerad acquisition to boost margins via software/AI.", "resolved_tickers": ["GEHC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "original", "lang": "en", "tweet_text": "$GEHC just reported a strong Q4 double beat. The stock is up 1% as a result. \n\nKey growth was driven by a record-high order backlog and double-digit strength in Pharmaceutical Diagnostics. This highlights strong global demand for advanced scanners and medical imaging technology.\n\nHowever, profitability faced pressure from new trade tariffs and a shift in product mix, which slightly squeezed margins. To pivot toward higher-margin software, the company announced a major $2.3 billion acquisition of Intelerad to boost its cloud and AI capabilities. \n\nFor 2026, GEHC expects steady growth and improved profits as their internal efficiency programs and new software investments begin to pay off.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04659326333809788, "ret_signed_m1d": -0.04659326333809788, "alpha_spy_m1d": -0.051460694187145384, "alpha_c_m1d": -0.03422389874290743, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.012369364595190446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00387271825505886, "ret_signed_p1d": -0.00387271825505886, "alpha_spy_p1d": 0.008616565805265375, "alpha_c_p1d": 0.003754068644360564, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.007626786899419424, "ret_p1w": -0.041510407231709845, "ret_signed_p1w": -0.041510407231709845, "alpha_spy_p1w": -0.049919161614548235, "alpha_c_p1w": -0.04292040807893338, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.001410000847223536, "ret_p1m": -0.06680385873238703, "ret_signed_p1m": -0.06680385873238703, "alpha_spy_p1m": -0.05969214997381034, "alpha_c_p1m": -0.05321681993043803, "bench_spy_p1m": -0.007111708758576696, "bench_c_p1m": -0.013587038801949003, "ret_p3m": -0.2614101911897715, "ret_signed_p3m": -0.2614101911897715, "alpha_spy_p3m": -0.3106398015297245, "alpha_c_p3m": -0.19280145942221372, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": -0.06860873176755777, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.2614101911897715, "alpha_spy_stated": -0.3106398015297245, "alpha_c_stated": -0.19280145942221372, "price_path": [-0.1163, -0.1111, -0.1119, -0.0929, -0.1052, -0.1151, -0.1456, -0.1408, -0.1252, -0.0957, -0.0752, -0.0535, -0.0327, -0.0246, -0.0246, -0.0323, -0.0414, -0.0296, 0.0112, -0.0017, 0.0338, 0.0052, 0.0044, 0.0219, 0.041, 0.0157, 0.0216, -0.005, -0.0034, -0.0017, 0.0027, 0.0155, 0.008, 0.0088, 0.0088, 0.0115, 0.0059, 0.0081, -0.0078, -0.0078, 0.0019, 0.0288, 0.0492, 0.0375, 0.0665, 0.0563, 0.0517, 0.0259, 0.0323, -0.0015, -0.0106, -0.0106, -0.046, -0.0185, -0.009, -0.0346, -0.0286, -0.028, -0.0408, -0.0466, -0.0443, -0.0305, -0.0466, 0.0, -0.0039, -0.024, -0.043, -0.0413, -0.0415, -0.0482, -0.0277, -0.0277, -0.0123, 0.0039, 0.0046, 0.0194, 0.0149, 0.0172, 0.0169, 0.0156, 0.0198, -0.0299, -0.0545, -0.0437, -0.0668, -0.1012, -0.0847, -0.1198, -0.1208, -0.1489, -0.1435, -0.1266, -0.1245, -0.1498, -0.1483, -0.1571, -0.1329, -0.1412, -0.1262, -0.1342, -0.1622, -0.1677, -0.1386, -0.1289, -0.1482, -0.1482, -0.1476, -0.1557, -0.107, -0.1172, -0.1139, -0.1061, -0.0959, -0.1099, -0.1137, -0.096, -0.1022, -0.1251, -0.1357, -0.1538, -0.1666, -0.1466, -0.1706, -0.2798, -0.2633, -0.261, -0.2614, -0.2609, -0.2525, -0.2573, -0.2315, -0.2529, -0.2458, -0.2506, -0.2412, -0.2643, -0.2552, -0.2544, -0.2219, -0.2211, -0.2223, -0.2223, -0.2229, -0.2265, -0.2389, -0.2452, -0.2409, -0.2494, -0.2489, -0.2274, -0.217, -0.217, -0.2007, -0.228, -0.2189, -0.2108, -0.2159, -0.2344, -0.2596, -0.2543, -0.2543, -0.2658, -0.2285, -0.2144, -0.2137, -0.2038, null, null, 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:1998451234794033487", "ticker_idx": 0, "ts": "2025-12-09T17:54:38+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They daily photograph the entire world. With the new \"Owl satellites\", they have $NVDA chips inside. The images get analysed in space by those chips. So the customer does not only get some pictures but a real analysis.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL: Owl satellites with onboard NVDA chips deliver in-space image analysis, upgrading value proposition beyond raw imagery.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "They daily photograph the entire world. With the new “Owl satellites”, they have $NVDA chips inside. The images get analysed in space by those chips. So the customer does not only get some pictures but a real analysis. Here is the full deep-dive if you want. https://t.co/C6ahYo2CCo", "reply_text": null, "parent_text": "@Kaizen_Investor and why $PL ?", "quoted_text": null, "parent_author": "portedecouvert", "ret_m1d": 0.008566951352806385, "ret_signed_m1d": 0.008566951352806385, "alpha_spy_m1d": 0.007703087642172868, "alpha_c_m1d": 0.0011939079987288714, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.007373043354077513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007788117336996692, "ret_signed_p1d": 0.007788117336996692, "alpha_spy_p1d": 0.0011558820842394457, "alpha_c_p1d": -0.01048154392782652, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.01826966126482321, "ret_p1w": 0.3925232825766676, "ret_signed_p1w": 0.3925232825766676, "alpha_spy_p1w": 0.39862826183916333, "alpha_c_p1w": 0.37425362131184436, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.01826966126482321, "ret_p1m": 0.760903453400235, "ret_signed_p1m": 0.760903453400235, "alpha_spy_p1m": 0.748345354556315, "alpha_c_p1m": 0.720093761375816, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.040809692024418975, "ret_p3m": 0.9688473821046135, "ret_signed_p3m": 0.9688473821046135, "alpha_spy_p3m": 0.9815452236076067, "alpha_c_p3m": 0.8562149178962373, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": 0.11263246420837625, "ret_p6m": 2.3590343111812517, "ret_signed_p6m": 2.3590343111812517, "alpha_spy_p6m": 2.248506877697091, "alpha_c_p6m": 2.216290826002962, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.14274348517828983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.760903453400235, "alpha_spy_stated": 0.748345354556315, "alpha_c_stated": 0.720093761375816, "price_path": [-0.2469, -0.2383, -0.2321, -0.2407, -0.2033, -0.1737, -0.1347, -0.1347, -0.0615, -0.0709, -0.0685, -0.0498, -0.0039, 0.0109, 0.0724, 0.1565, 0.1924, 0.1869, 0.2212, 0.215, 0.2196, 0.1449, 0.1877, 0.1511, 0.1752, 0.0304, 0.021, 0.0561, 0.0055, -0.0265, 0.0086, 0.06, 0.0366, 0.0, 0.0047, 0.0016, 0.0475, 0.0273, -0.0109, 0.0319, -0.0296, -0.0023, 0.0428, -0.0288, -0.0312, -0.1114, -0.1121, -0.1269, -0.1083, -0.0818, -0.1254, -0.1308, -0.1012, -0.0864, -0.0872, -0.0872, -0.0732, -0.0888, -0.0833, -0.0646, 0.0078, -0.0055, 0.0086, 0.0, 0.0078, 0.3606, 0.4206, 0.4058, 0.3925, 0.2827, 0.3621, 0.4938, 0.6044, 0.6145, 0.5826, 0.5826, 0.5078, 0.5475, 0.5374, 0.5358, 0.5358, 0.5896, 0.6659, 0.7009, 0.7609, 0.7477, 0.7687, 0.9813, 0.972, 1.0818, 1.2025, 1.2414, 1.2414, 1.1807, 1.0545, 1.0296, 1.0981, 1.0148, 1.1861, 1.1713, 1.0522, 0.9447, 0.7796, 0.8653, 0.6955, 0.5911, 0.7336, 0.8707, 0.7749, 0.6861, 0.6589, 0.7461, 0.7461, 0.7298, 0.8489, 0.9556, 0.8614, 0.852, 0.9245, 0.9182, 0.9938, 0.8801, 1.053, 0.9704, 1.0249, 0.9151, 0.9688, 1.0109, 0.9782, 0.9813, 0.9447, 0.9307, 0.9159, 1.109, 0.9322, 1.0997, 1.6347, 1.634, 1.479, 1.7547, 1.5234, 1.4034, 1.1721, 1.1768, 1.3917, 1.7944, 1.7944, 1.7274, 1.7391, 1.8466, 1.6659, 1.7002, 1.6729, 1.6425, 1.6799, 2.1067, 1.9969, 1.9206, 1.9618, 2.074, 1.9821, 1.7601, 1.7609, 1.7282, 1.6542, 1.8793, 1.8738, 2.0016, 1.8917, 2.0911, 1.7445, 2.0405, 2.2586, 2.1682, 2.1729, 2.352, 2.2414, 2.2407, 2.2391, 2.3224, 2.3084, 2.454, 2.454, 2.7632, 2.9315, 3.0031, 2.9829, 2.6184, 2.7453, 2.359]}
{"unit_id": "reply:1986729647544172866", "ticker_idx": 0, "ts": "2025-11-07T09:37:14+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This German SOC moves $ASTS from R&D to operations. A crucial step with Vodafone that de-risks the 2026 European commercial rollout & access to the TAM.", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish ASTS: Germany SOC signals transition from R&D to operations, de-risking 2026 European commercial rollout and expanding TAM.", "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": "@StockSavvyShay This German SOC moves $ASTS from R&D to operations. A crucial step with Vodafone that de-risks the 2026 European commercial rollout & access to the TAM.", "reply_text": null, "parent_text": "$ASTS & Vodafone are building their main European Satellite Operations Centre in Germany as part of a new constellation that will connect phones directly to satellites across Europe.\n\nThe goal is full mobile broadband coverage and emergency connectivity by 2026. https://t.co/nte2j6pnVl", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.05651110744533605, "ret_signed_m1d": -0.05651110744533605, "alpha_spy_m1d": -0.05552751078160345, "alpha_c_m1d": -0.05552751078160345, "bench_spy_m1d": -0.0009835966637326, "bench_c_m1d": -0.0009835966637326, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007082027400982183, "ret_signed_p1d": -0.007082027400982183, "alpha_spy_p1d": -0.02268630602812549, "alpha_c_p1d": -0.02268630602812549, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.015604278627143309, "ret_p1w": -0.1125885336125595, "ret_signed_p1w": -0.1125885336125595, "alpha_spy_p1w": -0.11401935307863831, "alpha_c_p1w": -0.11401935307863831, "bench_spy_p1w": 0.0014308194660788143, "bench_c_p1w": 0.0014308194660788143, "ret_p1m": 0.06951867883900009, "ret_signed_p1m": 0.06951867883900009, "alpha_spy_p1m": 0.05065038916446296, "alpha_c_p1m": 0.05065038916446296, "bench_spy_p1m": 0.01886828967453713, "bench_c_p1m": 0.01886828967453713, "ret_p3m": 0.49588085486265543, "ret_signed_p3m": 0.49588085486265543, "alpha_spy_p3m": 0.47017526596258596, "alpha_c_p3m": 0.47017526596258596, "bench_spy_p3m": 0.025705588900069465, "bench_c_p3m": 0.025705588900069465, "ret_p6m": -0.01098427676562197, "ret_signed_p6m": -0.01098427676562197, "alpha_spy_p6m": -0.08718495213075383, "alpha_c_p6m": -0.08718495213075383, "bench_spy_p6m": 0.07620067536513186, "bench_c_p6m": 0.07620067536513186, "ret_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": [-0.2808, -0.2766, -0.299, -0.3051, -0.3039, -0.3503, -0.3485, -0.3499, -0.3197, -0.2772, -0.2711, -0.3026, -0.2925, -0.2927, -0.2927, -0.2953, -0.3464, -0.395, -0.3871, -0.4108, -0.4665, -0.4569, -0.4454, -0.4404, -0.4079, -0.4157, -0.4047, -0.4011, -0.3482, -0.294, -0.208, -0.2123, -0.2862, -0.2905, -0.2941, -0.2906, -0.177, -0.0438, -0.0207, 0.0536, 0.0804, 0.1736, 0.2544, 0.1856, 0.308, 0.3658, 0.383, 0.2935, 0.2067, 0.1968, 0.1361, 0.0312, 0.0366, 0.0652, 0.1483, 0.124, 0.1571, 0.1083, 0.1598, 0.0283, 0.0124, 0.0172, -0.0565, 0.0, -0.0071, -0.0188, -0.0679, -0.112, -0.1126, -0.182, -0.1585, -0.1616, -0.2672, -0.2576, -0.2051, -0.1977, -0.1976, -0.1976, -0.1877, -0.2396, -0.1778, -0.112, 0.05, 0.0684, 0.0695, 0.0528, 0.1425, 0.2249, 0.1085, -0.0199, -0.0119, -0.1059, -0.0471, 0.0961, 0.2499, 0.2382, 0.1281, 0.1281, 0.0399, 0.033, 0.0793, 0.0497, 0.0497, 0.2064, 0.3141, 0.409, 0.2391, 0.3089, 0.4116, 0.422, 0.3401, 0.3762, 0.4634, 0.6732, 0.6732, 0.6251, 0.4959, 0.6819, 0.6414, 0.5144, 0.6092, 0.7521, 0.7646, 0.6073, 0.5111, 0.6731, 0.4959, 0.348, 0.4712, 0.4759, 0.3914, 0.4008, 0.1883, 0.1925, 0.1925, 0.2, 0.2203, 0.2487, 0.1591, 0.2126, 0.2404, 0.1903, 0.2395, 0.1445, 0.2563, 0.3395, 0.516, 0.3566, 0.2932, 0.2973, 0.2651, 0.2749, 0.2587, 0.2479, 0.2879, 0.3831, 0.3115, 0.3599, 0.2998, 0.2779, 0.2571, 0.3884, 0.2698, 0.137, 0.0669, 0.1977, 0.2139, 0.3386, 0.3386, 0.3703, 0.3379, 0.3941, 0.324, 0.3716, 0.4304, 0.2801, 0.2561, 0.3144, 0.2362, 0.1707, 0.1564, 0.2236, 0.1382, 0.1042, 0.1158, 0.0389, 0.0095, 0.0681, 0.0246, -0.011]}
{"unit_id": "orig:1987472357980840130", "ticker_idx": 0, "ts": "2025-11-09T10:48:30+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like a great buying opportunity to me", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN after 22% drop post-MSFT deal and stellar earnings; author sees a buying opportunity.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN lands a $MSFT deal. Reports stellar earnings. Then proceeds to drop 22%? Makes no sense. Looks like a great buying opportunity to me. https://t.co/o3MdWE4Jyz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209384265544492, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364526278125457, "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": -0.04865784300963738, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892368049106323, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.22388691571253005, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603956609460384, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841049192528178, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816623971121039, "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": -0.22388691571253005, "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:1996548822890398154", "ticker_idx": 0, "ts": "2025-12-04T11:55:08+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Vertical integration is the ultimate margin expander. Owning the last mile turns a cost center into a competitive weapon. The infrastructure moat is now effectively insurmountable.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMZN: last-mile internalization expands margins and creates an insurmountable logistics moat.", "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": "@StockSavvyShay Vertical integration is the ultimate margin expander. Owning the last mile turns a cost center into a competitive weapon. The infrastructure moat is now effectively insurmountable.", "reply_text": null, "parent_text": "$AMZN plans to pull most parcels from USPS & route them through its own network by late 2026\n\nIt reinforces one of the biggest moats on the planet since every step Amazon internalizes makes the logistics flywheel spin faster & makes the gap nearly impossible for rivals to close https://t.co/YTAFLRj6Xg", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.01427263874885254, "ret_signed_m1d": 0.01427263874885254, "alpha_spy_m1d": 0.0150031545070054, "alpha_c_m1d": 0.010703285527336348, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": 0.0035693532215161916, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0018331725713693903, "ret_signed_p1d": 0.0018331725713693903, "alpha_spy_p1d": -6.631227294651154e-05, "alpha_c_p1d": -0.0037097866193089857, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.005542959190678376, "ret_p1w": 0.005106709291730738, "ret_signed_p1w": 0.005106709291730738, "alpha_spy_p1w": -0.0018776112359959463, "alpha_c_p1w": -0.004215481657128484, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.009322190948859221, "ret_p1m": -0.011391910450868514, "ret_signed_p1m": -0.011391910450868514, "alpha_spy_p1m": -0.012558901281654822, "alpha_c_p1m": -0.007314813607329551, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": -0.004077096843538963, "ret_p3m": -0.0889529257933741, "ret_signed_p3m": -0.0889529257933741, "alpha_spy_p3m": -0.08595811691532362, "alpha_c_p3m": -0.051299710755216, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.037653215038158105, "ret_p6m": 0.1812667012677296, "ret_signed_p6m": 0.1812667012677296, "alpha_spy_p6m": 0.06963824640207572, "alpha_c_p6m": 0.16209452899586863, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": 0.019172172271860966, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011391910450868514, "alpha_spy_stated": -0.012558901281654822, "alpha_c_stated": -0.007314813607329551, "price_path": [0.0294, 0.0398, 0.0053, 0.0037, -0.0042, 0.0101, 0.0216, 0.011, 0.0093, 0.0103, -0.0065, -0.0367, -0.0388, -0.0478, -0.0407, -0.0303, -0.0416, -0.037, -0.0292, -0.0419, -0.0358, -0.032, -0.017, -0.006, -0.0556, -0.0395, -0.0555, -0.0591, -0.0639, -0.0701, -0.0551, -0.0309, -0.0487, -0.035, -0.0214, -0.0093, 0.0006, 0.0052, -0.0273, 0.066, 0.1086, 0.0882, 0.0921, 0.0608, 0.0668, 0.0842, 0.0873, 0.0659, 0.037, 0.0244, 0.0164, -0.0286, -0.028, -0.0522, -0.0368, -0.0124, 0.0024, 0.0002, 0.0002, 0.0179, 0.0208, 0.0232, 0.0143, 0.0, 0.0018, -0.0097, -0.0052, 0.0117, 0.0051, -0.0127, -0.0287, -0.0286, -0.0342, -0.0103, -0.0077, -0.003, 0.0132, 0.0143, 0.0143, 0.0149, 0.0129, 0.0149, 0.0075, 0.0075, -0.0114, 0.0172, 0.0516, 0.0543, 0.075, 0.0797, 0.0758, 0.0589, 0.0329, 0.0396, 0.0437, 0.0437, 0.0082, 0.0096, 0.0228, 0.0439, 0.0406, 0.068, 0.0607, 0.0551, 0.0445, 0.0605, 0.0415, 0.0169, -0.028, -0.082, -0.089, -0.0967, -0.1092, -0.1288, -0.1323, -0.1323, -0.122, -0.1061, -0.1058, -0.0829, -0.1041, -0.0897, -0.0806, -0.0925, -0.0834, -0.0904, -0.089, -0.0536, -0.0444, -0.0694, -0.0682, -0.0645, -0.0718, -0.0855, -0.0936, -0.0758, -0.0607, -0.084, -0.0888, -0.1036, -0.0828, -0.0955, -0.0759, -0.0941, -0.1299, -0.1229, -0.091, -0.0809, -0.0844, -0.0844, -0.0712, -0.067, -0.0343, 0.0198, 0.0405, 0.0471, 0.0869, 0.0846, 0.0899, 0.0936, 0.0837, 0.0908, 0.1146, 0.1134, 0.1522, 0.1397, 0.1335, 0.1481, 0.1569, 0.1709, 0.1874, 0.194, 0.2003, 0.1836, 0.1902, 0.1741, 0.1602, 0.179, 0.1663, 0.1529, 0.156, 0.1319, 0.1567, 0.1718, 0.1624, 0.1624, 0.1579, 0.1865, 0.1959, 0.1813]}
{"unit_id": "reply:2010009699270480199", "ticker_idx": 0, "ts": "2026-01-10T15:23:51+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 will have a solid year imo", "tweet_type": "prediction", "timeline": "months", "summary": "Expects IREN to have a solid year; bullish forward stance.", "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": "@EconNotes_ $IREN will have a solid year imo", "reply_text": null, "parent_text": "Positive end of the week for most data center stocks, with solid YTD performance overall.\n\n$IREN +18.00% 🟢  \n$NBIS +3.08% 🟢  \n$CRWV +3.96% 🟢\n$CIFR -0.66%🔴\n$SLNH +12.16%🟢  \n$WULF +0.34% 🟢  \n\nMy favorite is $IREN 🚀. Which one is yours?", "quoted_text": null, "parent_author": "EconNotes_", "ret_m1d": -0.08543617912417045, "ret_signed_m1d": -0.08543617912417045, "alpha_spy_m1d": -0.08386820851629317, "alpha_c_m1d": -0.09339422465719349, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": 0.00795804553302304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052851177242970726, "ret_signed_p1d": 0.052851177242970726, "alpha_spy_p1d": 0.05485068400835258, "alpha_c_p1d": 0.07202284820705485, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": 0.14881775464486546, "ret_signed_p1w": 0.14881775464486546, "alpha_spy_p1w": 0.153852578527095, "alpha_c_p1w": 0.16419130705451024, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.1470296295779776, "ret_signed_p1m": -0.1470296295779776, "alpha_spy_p1m": -0.14265654154619023, "alpha_c_p1m": -0.1155591862781038, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.26365984452589064, "ret_signed_p3m": -0.26365984452589064, "alpha_spy_p3m": -0.2443935071883655, "alpha_c_p3m": -0.19680970106561446, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.06685014346027618, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1470296295779776, "alpha_spy_stated": -0.14265654154619023, "alpha_c_stated": -0.1155591862781038, "price_path": [0.3507, 0.2285, 0.2064, 0.1766, 0.0967, 0.0298, 0.1099, 0.2498, 0.2913, 0.2402, 0.2005, 0.1568, 0.207, 0.3461, 0.3239, 0.5182, 0.3304, 0.2394, 0.1955, 0.1401, 0.1067, -0.0334, -0.0787, -0.058, -0.0294, -0.0894, -0.1363, -0.1603, -0.0366, -0.0568, -0.0374, -0.0374, -0.0501, -0.0366, -0.183, -0.1266, -0.0771, -0.1117, -0.0793, -0.0693, -0.1274, -0.127, -0.2027, -0.2951, -0.273, -0.3288, -0.2887, -0.2068, -0.1647, -0.1641, -0.1659, -0.1659, -0.1993, -0.217, -0.239, -0.2496, -0.2496, -0.1516, -0.0415, -0.0878, -0.1332, -0.0924, -0.0854, 0.0, 0.0529, 0.0507, 0.031, 0.1488, 0.1488, 0.0781, 0.0626, 0.0383, 0.1262, 0.0403, 0.1919, 0.2505, 0.189, 0.0678, 0.0546, 0.0807, -0.1071, -0.2094, -0.1689, -0.0831, -0.147, -0.1522, -0.2046, -0.1611, -0.1611, -0.186, -0.1639, -0.1399, -0.2056, -0.1584, -0.097, -0.1252, -0.121, -0.1864, -0.1776, -0.2281, -0.1289, -0.2028, -0.2708, -0.2283, -0.2426, -0.1659, -0.178, -0.1739, -0.1071, -0.1464, -0.1613, -0.1723, -0.1796, -0.1623, -0.183, -0.1768, -0.2559, -0.3028, -0.3717, -0.3189, -0.3227, -0.3092, -0.3092, -0.302, -0.2899, -0.2682, -0.2637, -0.2188, -0.1442, -0.0588, -0.03, -0.0523, -0.0439, -0.032, -0.1025, -0.0385, 0.0336, 0.0062, -0.0391, -0.117, -0.1484, -0.0958, -0.0928, -0.0169, 0.0876, 0.2116, 0.1295, 0.216, 0.0958, 0.1238, 0.0962, 0.1603, 0.0519, 0.0026, -0.0515, 0.0473, 0.1536, 0.1291, 0.1291, 0.1878, 0.3479, 0.2726, 0.2625, 0.298, 0.3233, 0.301, 0.2291, 0.0799, 0.176, 0.0733, 0.0236, 0.1268, 0.1876, 0.209, 0.1758, 0.1546, 0.1913, 0.1913, 0.1299, 0.0872, -0.0006, -0.0515, -0.062, null, null, null, null, null, null, null]}
{"unit_id": "reply:2026302392178753554", "ticker_idx": 0, "ts": "2026-02-24T14:25:11+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 silently winning every race possible", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL; Waymo expansion seen as evidence of Google quietly dominating across multiple fronts.", "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": "@StockSavvyShay $GOOGL silently winning every race possible.", "reply_text": null, "parent_text": "$GOOGL Waymo is launching rider service in Dallas, Houston, San Antonio & Orlando.\n\nAnother step in scaling autonomous ride-hailing across major U.S. metros.\n\nhttps://t.co/7CwMtcMtCa", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.001897619184284105, "ret_signed_m1d": 0.001897619184284105, "alpha_spy_m1d": 0.009113644949657829, "alpha_c_m1d": 0.008784682263078047, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.006887063078793942, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006432857285513016, "ret_signed_p1d": 0.006432857285513016, "alpha_spy_p1d": -0.002005449015025418, "alpha_c_p1d": 0.0035058901590789837, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.0029269671264340325, "ret_p1w": -0.023544650811336165, "ret_signed_p1w": -0.023544650811336165, "alpha_spy_p1w": -0.013331663161172291, "alpha_c_p1w": -0.03904052622335885, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": 0.015495875412022686, "ret_p1m": -0.06357422328039752, "ret_signed_p1m": -0.06357422328039752, "alpha_spy_p1m": -0.021766997774191554, "alpha_c_p1m": -0.026002064790944357, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.03757215848945317, "ret_p3m": 0.23267797145914693, "ret_signed_p3m": 0.23267797145914693, "alpha_spy_p3m": 0.14491131956066194, "alpha_c_p3m": 0.23553227142601074, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": -0.002854299966863816, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06357422328039752, "alpha_spy_stated": -0.021766997774191554, "alpha_c_stated": -0.026002064790944357, "price_path": [0.0284, 0.0292, 0.0122, 0.0151, 0.0274, 0.0209, 0.0327, 0.0091, 0.0199, 0.0299, 0.0049, -0.0052, -0.0086, -0.0139, -0.0456, -0.0271, -0.012, -0.0036, 0.0111, 0.0103, 0.0103, 0.0084, 0.0086, 0.0095, 0.0068, 0.0068, 0.0137, 0.0181, 0.0111, 0.0356, 0.0468, 0.0568, 0.0674, 0.0806, 0.0802, 0.0704, 0.0614, 0.0614, 0.0357, 0.0562, 0.0632, 0.0548, 0.0719, 0.0761, 0.0808, 0.088, 0.0872, 0.1055, 0.0927, 0.0712, 0.0655, 0.0385, 0.0432, 0.0247, 0.0002, -0.0061, -0.0167, -0.0167, -0.0286, -0.0243, -0.0259, 0.0131, 0.0019, 0.0, 0.0064, -0.0113, 0.0028, -0.0141, -0.0235, -0.025, -0.0322, -0.0398, -0.0139, -0.0117, -0.0064, -0.023, -0.027, -0.0165, 0.0008, -0.0096, -0.0114, -0.0312, -0.0277, -0.0652, -0.0636, -0.0958, -0.117, -0.1197, -0.0744, -0.0428, -0.048, -0.048, -0.0344, -0.0168, 0.0214, 0.0251, 0.0211, 0.0342, 0.0715, 0.0851, 0.0816, 0.0998, 0.0861, 0.0696, 0.0922, 0.0908, 0.1085, 0.1277, 0.1258, 0.1264, 0.2386, 0.2414, 0.2336, 0.2503, 0.2812, 0.281, 0.2901, 0.2509, 0.2468, 0.2959, 0.2909, 0.2771, 0.2776, 0.2478, 0.2518, 0.2478, 0.2327, 0.2327, 0.2517, 0.2515, 0.2557, 0.2242, 0.2114, 0.1647, 0.1555, 0.198, 0.1862, 0.1701, 0.1732, 0.1478, 0.1523, 0.1584, 0.1895, 0.2021, 0.1716, 0.1853, 0.1853, 0.1262, 0.1148, 0.1121, 0.107, 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]}
{"unit_id": "reply:1974416678533677494", "ticker_idx": 0, "ts": "2025-10-04T10:09:53+00:00", "symbol": "RYCEY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RYCEY performed one the best 'moat' turnarounds of the last decade", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RYCEY; praises it as one of the best moat turnarounds of the decade.", "resolved_tickers": ["RYCEY"], "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": "@FinanceMajor_23 @MiserMcMiserson $RYCEY performed one the best ‘moat’ turnarounds of the last decade.", "reply_text": null, "parent_text": "PRICE INITIATION $RYCEY (Purchased in Value Portfolio)\n\nPT: $22.50 \n\nAviation up-cycle inflection Global wide-body flying hours reached 97 % of 2019 levels in Aug-25; engine-shop visits lag by 9-12 months, guaranteeing volume-driven service revenue through FY-27.\n\nContracted https://t.co/cXds9jWfVM", "quoted_text": null, "parent_author": "FinanceMajor_23", "ret_m1d": 0.01727442688419445, "ret_signed_m1d": 0.01727442688419445, "alpha_spy_m1d": 0.020847883463508188, "alpha_c_m1d": 0.021915694998738022, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.004641268114543573, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002559233364921809, "ret_signed_p1d": -0.002559233364921809, "alpha_spy_p1d": 0.0011482805243959726, "alpha_c_p1d": 0.0031133174205904, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": -0.005672550785512209, "ret_p1w": -0.021113276931577163, "ret_signed_p1w": -0.021113276931577163, "alpha_spy_p1w": -0.008352908634087552, "alpha_c_p1w": 0.002544212602550777, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.02365748953412794, "ret_p1m": -0.03646830943277457, "ret_signed_p1m": -0.03646830943277457, "alpha_spy_p1m": -0.04187330224746766, "alpha_c_p1m": -0.02022397025090894, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.01624433918186563, "ret_p3m": 0.005758121867601718, "ret_signed_p3m": 0.005758121867601718, "alpha_spy_p3m": -0.012593343411783975, "alpha_c_p3m": 0.002397771521213121, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.0033603503463885964, "ret_p6m": -0.013435760680978404, "ret_signed_p6m": -0.013435760680978404, "alpha_spy_p6m": 0.012720717278872806, "alpha_c_p6m": -0.06249094243983622, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.04905518175885781, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03646830943277457, "alpha_spy_stated": -0.04187330224746766, "alpha_c_stated": -0.02022397025090894, "price_path": [-0.1296, -0.1411, -0.1443, -0.1315, -0.1443, -0.1398, -0.1252, -0.129, -0.1341, -0.1456, -0.1296, -0.1398, -0.1519, -0.1577, -0.143, -0.1589, -0.101, -0.0895, -0.0716, -0.0787, -0.0634, -0.0716, -0.0697, -0.0653, -0.0461, -0.0486, -0.032, -0.0589, -0.0544, -0.0813, -0.1139, -0.1017, -0.0889, -0.0889, -0.0787, -0.0851, -0.0819, -0.0755, -0.0755, -0.0742, -0.064, -0.0678, -0.0525, -0.0454, -0.0441, -0.0397, -0.0096, -0.0096, 0.0109, 0.0045, -0.0122, -0.0128, 0.0051, 0.0115, 0.0301, 0.025, 0.0186, 0.0313, 0.0147, 0.0365, 0.0326, 0.0141, 0.0173, 0.0, -0.0026, 0.0006, -0.0051, -0.0269, -0.0211, -0.0365, -0.0403, -0.016, -0.0358, -0.0154, -0.0288, -0.0416, -0.0441, -0.039, -0.0237, -0.0282, -0.0109, -0.0109, -0.0051, -0.0192, -0.0365, -0.0205, -0.0429, -0.0198, -0.009, -0.0211, -0.0122, -0.0557, -0.0672, -0.0813, -0.0915, -0.103, -0.1088, -0.1235, -0.144, -0.1107, -0.103, -0.103, -0.0985, -0.1132, -0.1139, -0.0761, -0.0665, -0.0678, -0.0339, -0.0512, -0.0416, -0.0499, -0.055, -0.0518, -0.0441, -0.0441, -0.0173, 0.0128, 0.0038, 0.009, 0.0026, 0.0026, 0.0109, -0.0038, 0.0026, 0.0058, 0.0058, 0.0422, 0.0819, 0.0915, 0.096, 0.1107, 0.1356, 0.126, 0.1305, 0.1145, 0.1036, 0.119, 0.119, 0.1075, 0.0889, 0.0915, 0.1017, 0.1043, 0.1036, 0.0781, 0.0825, 0.0761, 0.0928, 0.096, 0.0877, 0.0441, 0.0838, 0.1363, 0.0966, 0.1036, 0.0883, 0.1273, 0.1273, 0.126, 0.1536, 0.1567, 0.1772, 0.1587, 0.1465, 0.1638, 0.1868, 0.1913, 0.1753, 0.1299, 0.1862, 0.1139, 0.094, 0.0781, 0.142, 0.128, 0.1094, 0.0461, 0.064, 0.0761, 0.0729, 0.0313, -0.0096, 0.0339, 0.0026, 0.0301, -0.0109, -0.0563, -0.0678, -0.0134]}
{"unit_id": "reply:1993265900976243042", "ticker_idx": 0, "ts": "2025-11-25T10:29:58+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 more diversified with $PLTR as my main holding, representing 14% of my portfolio", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PLTR as main position at 14% of portfolio.", "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": "@babyfolio I'm more diversified with $PLTR as my main holding, representing 14% of my portfolio.", "reply_text": null, "parent_text": "My biggest bet is $NBIS.\n\nI put around 85% of my portfolio in it.\nIn a few years, it will become obvious why it was a smart choice.\n\nThis might age like milk or wine, but I put my money where my mouth is.\n\nWhat's your biggest bet and why?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.007948658070928927, "ret_signed_m1d": -0.007948658070928927, "alpha_spy_m1d": 0.0013697140830291055, "alpha_c_m1d": 0.0013697140830291055, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.009318372153958032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013573837843344982, "ret_signed_p1d": 0.013573837843344982, "alpha_spy_p1d": 0.0066703472236209205, "alpha_c_p1d": 0.0066703472236209205, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.006903490619724062, "ret_p1w": 0.04365636965099218, "ret_signed_p1w": 0.04365636965099218, "alpha_spy_p1w": 0.03401215988742412, "alpha_c_p1w": 0.03401215988742412, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.009644209763568057, "ret_p1m": 0.1872209999745298, "ret_signed_p1m": 0.1872209999745298, "alpha_spy_p1m": 0.16144399944192123, "alpha_c_p1m": 0.16144399944192123, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.025777000532608563, "ret_p3m": -0.17309689410176676, "ret_signed_p3m": -0.17309689410176676, "alpha_spy_p3m": -0.19746241789347363, "alpha_c_p3m": -0.19746241789347363, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.024365523791706867, "ret_p6m": -0.16141857941096316, "ret_signed_p6m": -0.16141857941096316, "alpha_spy_p6m": -0.2657868090952983, "alpha_c_p6m": -0.2657868090952983, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.10436822968433512, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1872209999745298, "alpha_spy_stated": 0.16144399944192123, "alpha_c_stated": 0.16144399944192123, "price_path": [-0.0332, -0.0418, -0.0418, -0.0395, -0.0529, -0.0453, -0.0638, -0.0456, -0.0073, 0.0195, 0.005, 0.0482, 0.0468, 0.041, 0.0292, 0.0821, 0.1152, 0.0965, 0.1162, 0.0979, 0.0952, 0.0857, 0.0936, 0.1154, 0.1308, 0.1437, 0.0582, 0.0977, 0.1138, 0.1223, 0.134, 0.0727, 0.0835, 0.099, 0.0983, 0.0891, 0.0893, 0.1103, 0.1098, 0.073, 0.1035, 0.1289, 0.1567, 0.1593, 0.2156, 0.1895, 0.2257, 0.2668, 0.1662, 0.1489, 0.0703, 0.0879, 0.1838, 0.1676, 0.1261, 0.0525, 0.064, 0.0471, 0.0231, 0.0114, -0.0477, -0.0532, -0.0079, 0.0, 0.0136, 0.0136, 0.03, 0.0241, 0.0437, 0.0766, 0.0879, 0.1113, 0.1097, 0.1118, 0.1489, 0.1467, 0.1224, 0.1205, 0.148, 0.084, 0.1354, 0.1824, 0.1861, 0.187, 0.1872, 0.1872, 0.1538, 0.1261, 0.1057, 0.0868, 0.0868, 0.0264, 0.0641, 0.0988, 0.1109, 0.0814, 0.0852, 0.097, 0.0942, 0.0908, 0.0827, 0.0453, 0.0453, 0.0304, 0.0109, 0.0144, 0.037, 0.024, 0.0131, -0.0379, -0.0715, -0.1037, -0.0965, -0.0347, -0.1468, -0.2051, -0.1691, -0.1262, -0.147, -0.1704, -0.2105, -0.1965, -0.1965, -0.1867, -0.1722, -0.1752, -0.1731, -0.2015, -0.2122, -0.1795, -0.1688, -0.1612, -0.1124, -0.0998, -0.0633, -0.0665, -0.0391, -0.0435, -0.0759, -0.0731, -0.0614, -0.077, -0.0662, -0.0518, -0.0659, -0.0481, -0.0787, -0.0166, -0.0536, -0.0525, -0.0978, -0.1253, -0.159, -0.1056, -0.1043, -0.0923, -0.0923, -0.0955, -0.0824, -0.1393, -0.2021, -0.217, -0.1906, -0.1703, -0.1308, -0.1271, -0.1049, -0.108, -0.1075, -0.0668, -0.1344, -0.1251, -0.125, -0.1368, -0.1564, -0.1494, -0.1191, -0.1071, -0.169, -0.182, -0.162, -0.1574, -0.163, -0.1685, -0.2048, -0.1823, -0.1807, -0.1737, -0.173, -0.1614]}
{"unit_id": "reply:2009572633021751704", "ticker_idx": 0, "ts": "2026-01-09T10:27:06+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They deserve a P/E of at least 30 with current EPS growth levels and one of the largest future TAM's possible", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVO; current P/E of 16 is too cheap — deserves at least 30x given EPS growth and massive TAM.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer They deserve a P/E of at least 30 with current EPS growth levels and one of the largest future TAM's possible.", "reply_text": null, "parent_text": "$NVO:\n\nA company priced for zero growth, despite holding the second-largest market share in the weight loss market.\n\n$NVO has an outstanding track record, strong margins, and is the first to launch an oral GLP-1 weight loss pill.\n\nAt a P/E of just 16, I believe Novo Nordisk is a https://t.co/RlNI5TMf1Z", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.02499575188078884, "ret_signed_m1d": -0.02499575188078884, "alpha_spy_m1d": -0.018425818370467972, "alpha_c_m1d": -0.018425818370467972, "bench_spy_m1d": -0.006569933510320869, "bench_c_m1d": -0.006569933510320869, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017854070061320115, "ret_signed_p1d": 0.017854070061320115, "alpha_spy_p1d": 0.016283637060656275, "alpha_c_p1d": 0.016283637060656275, "bench_spy_p1d": 0.00157043300066384, "bench_c_p1d": 0.00157043300066384, "ret_p1w": 0.059853797455458935, "ret_signed_p1w": 0.059853797455458935, "alpha_spy_p1w": 0.06332609519060173, "alpha_c_p1w": 0.06332609519060173, "bench_spy_p1w": -0.003472297735142793, "bench_c_p1w": -0.003472297735142793, "ret_p1m": -0.1605169747581363, "ret_signed_p1m": -0.1605169747581363, "alpha_spy_p1m": -0.1603441422589077, "alpha_c_p1m": -0.1603441422589077, "bench_spy_p1m": -0.00017283249922861454, "bench_c_p1m": -0.00017283249922861454, "ret_p3m": -0.33702873194498906, "ret_signed_p3m": -0.33702873194498906, "alpha_spy_p3m": -0.3136683200466871, "alpha_c_p3m": -0.3136683200466871, "bench_spy_p3m": -0.023360411898301958, "bench_c_p3m": -0.023360411898301958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1605169747581363, "alpha_spy_stated": -0.1603441422589077, "alpha_c_stated": -0.1603441422589077, "price_path": [-0.0366, -0.0355, -0.0463, -0.0755, -0.0522, -0.0685, -0.0923, -0.0949, -0.0995, -0.1007, -0.1149, -0.1265, -0.1491, -0.159, -0.1649, -0.1796, -0.176, -0.2091, -0.2233, -0.2188, -0.1643, -0.1454, -0.1641, -0.1794, -0.176, -0.1915, -0.1668, -0.1906, -0.1901, -0.2353, -0.1998, -0.1717, -0.1717, -0.1609, -0.1765, -0.1935, -0.1911, -0.184, -0.1862, -0.2047, -0.2117, -0.166, -0.1449, -0.1467, -0.1435, -0.1675, -0.1877, -0.1904, -0.1823, -0.1821, -0.1224, -0.1063, -0.1063, -0.109, -0.1248, -0.1291, -0.1348, -0.1348, -0.1092, -0.0629, -0.0434, -0.0381, -0.025, 0.0, 0.0179, 0.0141, 0.0017, -0.0287, 0.0599, 0.0599, 0.0318, 0.0087, 0.0582, 0.0587, 0.0879, 0.0694, 0.0258, 0.0088, 0.0105, 0.002, -0.1447, -0.1976, -0.2631, -0.1899, -0.1605, -0.1648, -0.1712, -0.168, -0.1571, -0.1571, -0.1605, -0.1629, -0.1762, -0.1937, -0.3261, -0.3438, -0.3511, -0.3603, -0.3632, -0.3579, -0.3766, -0.3453, -0.3357, -0.344, -0.3236, -0.3416, -0.3397, -0.3535, -0.3545, -0.344, -0.3465, -0.3632, -0.3695, -0.3788, -0.3739, -0.3727, -0.3822, -0.3811, -0.3872, -0.3779, -0.3522, -0.3569, -0.3481, -0.3481, -0.3536, -0.3494, -0.337, -0.34, -0.3386, -0.3305, -0.3069, -0.2806, -0.2785, -0.2857, -0.2868, -0.3051, -0.3099, -0.321, -0.2743, -0.2737, -0.2743, -0.2898, -0.2558, -0.2265, -0.2175, -0.2091, -0.1934, -0.1927, -0.1879, -0.1821, -0.1715, -0.1701, -0.1927, -0.2113, -0.2195, -0.2195, -0.2055, -0.2175, -0.2075, -0.2075, -0.221, -0.2147, -0.1978, -0.1965, -0.2232, -0.2434, -0.2596, -0.2288, -0.2427, -0.2769, -0.2563, -0.2454, -0.2251, -0.2265, -0.2258, -0.2323, -0.2329, -0.2387, -0.2387, -0.1912, -0.1641, -0.1643, -0.1602, -0.1526, null, null, null, null, null, null]}
{"unit_id": "reply:2028949322339909873", "ticker_idx": 0, "ts": "2026-03-03T21:43:09+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 is still a great company", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on HOOD despite selling pressure; views it as a great 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": "reply_other", "lang": "en", "tweet_text": "@amitisinvesting People just selling the chart, $HOOD is still a great company.", "reply_text": null, "parent_text": "$HOOD\n\nSome pretty awesome updates from Robinhood at the JMP conference yesterday: \n\n- They DOUBLED banking deposits from $400M to $800M in 3 months, this is the real bull case this year for Robinhood…getting the non-transaction revenue parts of the business to meaningfully", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.0746867711717093, "ret_signed_m1d": -0.0746867711717093, "alpha_spy_m1d": -0.06768093345125659, "alpha_c_m1d": -0.06905577505142435, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.005630996120284948, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02007056981211608, "ret_signed_p1d": -0.02007056981211608, "alpha_spy_p1d": -0.014495077938739165, "alpha_c_p1d": -0.014827858996431575, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005242710815684504, "ret_p1w": -0.04281713516928187, "ret_signed_p1w": -0.04281713516928187, "alpha_spy_p1w": -0.029972950083550276, "alpha_c_p1w": -0.006700624773067987, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.036116510396213886, "ret_p1m": -0.16190241706385888, "ret_signed_p1m": -0.16190241706385888, "alpha_spy_p1m": -0.12175108394767609, "alpha_c_p1m": -0.1285937092522489, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.033308707811609994, "ret_p3m": 0.10363708024989071, "ret_signed_p3m": 0.10363708024989071, "alpha_spy_p3m": -0.006534119726179233, "alpha_c_p3m": 0.09986286042168357, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.003774219828207137, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16190241706385888, "alpha_spy_stated": -0.12175108394767609, "alpha_c_stated": -0.1285937092522489, "price_path": [0.605, 0.6595, 0.6508, 0.6502, 0.5008, 0.4536, 0.402, 0.4524, 0.4086, 0.4251, 0.4761, 0.4885, 0.4626, 0.465, 0.465, 0.4369, 0.4284, 0.4043, 0.3757, 0.3757, 0.4014, 0.4991, 0.4804, 0.4228, 0.4036, 0.4021, 0.4295, 0.4626, 0.4557, 0.3423, 0.3227, 0.3227, 0.2867, 0.2884, 0.2924, 0.3014, 0.3015, 0.2801, 0.2578, 0.2315, 0.2101, 0.0937, 0.0591, -0.0193, -0.1159, 0.0074, 0.0529, 0.0412, -0.0516, -0.1349, -0.0759, -0.0759, -0.0824, -0.0851, -0.0798, -0.0742, -0.1269, -0.1073, -0.0569, -0.0336, -0.0774, -0.0417, -0.0747, 0.0, -0.0201, -0.0623, -0.0348, -0.0448, -0.0428, -0.0741, -0.1073, -0.0839, -0.0591, -0.0889, -0.0979, -0.1377, -0.1182, -0.1597, -0.1176, -0.1443, -0.1969, -0.2074, -0.157, -0.1472, -0.1619, -0.1619, -0.1512, -0.1528, -0.1263, -0.1471, -0.1584, -0.1282, -0.038, 0.0622, 0.0564, 0.1039, 0.1103, 0.0513, 0.0757, 0.0162, 0.0304, 0.0212, -0.0017, -0.1339, -0.1134, -0.104, -0.0688, -0.063, -0.0384, -0.0721, -0.063, -0.0174, -0.0479, -0.0664, -0.0184, -0.0617, -0.0615, -0.0979, -0.0785, -0.0765, -0.1042, -0.1042, -0.0988, -0.0727, 0.032, 0.1471, 0.1036, 0.0724, 0.0078, 0.0744, 0.0032, 0.0344, 0.019, 0.0505, 0.1219, 0.1336, 0.1935, 0.1764, 0.2796, 0.3155, 0.3155, 0.2859, 0.2559, 0.1822, 0.137, 0.2005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021234305230315802", "ticker_idx": 0, "ts": "2026-02-10T14:46:25+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS is quickly becoming a full-stack powerhouse for developers", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NBIS: Tavily acquisition adds real-time search, making it a full-stack AI agent platform.", "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": "@StockSavvyShay This is another massive move. Adding real-time search makes AI agents far more reliable for high-stakes tasks like trading. $NBIS is quickly becoming a full-stack powerhouse for developers.", "reply_text": null, "parent_text": "$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading.\n\nThis moves Nebius further up the stack from infrastructure toward owning the agent tooling layer. https://t.co/zGHmo7LsVb", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.011874891894747108, "ret_signed_m1d": 0.011874891894747108, "alpha_spy_m1d": 0.009230773009133442, "alpha_c_m1d": 0.017828335317161992, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": -0.0059534434224148836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.027500193741921808, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.007144106001601203, "ret_p1w": 0.06242505360482853, "ret_signed_p1w": 0.06242505360482853, "alpha_spy_p1w": 0.07581870151369174, "alpha_c_p1w": 0.08947053249050563, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.0270454788856771, "ret_p1m": 0.22012203540175346, "ret_signed_p1m": 0.22012203540175346, "alpha_spy_p1m": 0.24293592755361848, "alpha_c_p1m": 0.22505489225251096, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.0049328568507575055, "ret_p3m": 0.928859366879119, "ret_signed_p3m": 0.928859366879119, "alpha_spy_p3m": 0.8602087318916414, "alpha_c_p3m": 0.9311287003149591, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0022693334358401263, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": 0.22505489225251096, "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:1995787341428924671", "ticker_idx": 0, "ts": "2025-12-02T09:29:16+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Johnson Rice with a buy rating and a price target of $8 on $TE 👀", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Johnson Rice Buy initiation on T1 Energy with $8 PT vs current $4.58.", "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": "Johnson Rice with a buy rating and a price target of $8 on $TE 👀\n\n$TE currently at $4.58 https://t.co/e60UyBHunl", "reply_text": null, "parent_text": null, "quoted_text": "Johnson Rice analyst Martin Malloy initiates coverage on T1 Energy $TE with a Buy rating and a price target of $8", "parent_author": null, "ret_m1d": -0.05696202404305617, "ret_signed_m1d": -0.05696202404305617, "alpha_spy_m1d": -0.05511308146014582, "alpha_c_m1d": -0.04832108716756911, "bench_spy_m1d": -0.0018489425829103512, "bench_c_m1d": -0.00864093687548706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.046413460087520786, "ret_signed_p1d": -0.046413460087520786, "alpha_spy_p1d": -0.04987620916788038, "alpha_c_p1d": -0.05590550289693019, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.009492042809409407, "ret_p1w": 0.4198312962124642, "ret_signed_p1w": 0.4198312962124642, "alpha_spy_p1w": 0.4176158339018712, "alpha_c_p1w": 0.41655826138855856, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.0032730348239056184, "ret_p1m": 0.4092827322569288, "ret_signed_p1m": 0.4092827322569288, "alpha_spy_p1m": 0.4057539753123327, "alpha_c_p1m": 0.3903557766327277, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.018926955624201103, "ret_p3m": 0.2995780896333182, "ret_signed_p3m": 0.2995780896333182, "alpha_spy_p3m": 0.29005986396805206, "alpha_c_p3m": 0.13600977636668565, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.16356831326663257, "ret_p6m": 1.3122364066193852, "ret_signed_p6m": 1.3122364066193852, "alpha_spy_p6m": 1.204826531734538, "alpha_c_p6m": 1.1641058874538337, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.14813051916555153, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4092827322569288, "alpha_spy_stated": 0.4057539753123327, "alpha_c_stated": 0.3903557766327277, "price_path": [-0.6097, -0.5823, -0.5823, -0.5907, -0.6055, -0.6034, -0.6076, -0.6245, -0.6308, -0.6266, -0.6076, -0.5886, -0.5717, -0.6118, -0.5359, -0.5211, -0.5359, -0.5084, -0.5401, -0.4958, -0.5021, -0.4662, -0.4093, -0.3966, -0.3819, -0.192, -0.2321, -0.2616, -0.154, 0.1055, -0.0105, -0.0886, 0.0042, -0.0549, -0.1329, -0.2173, -0.2679, -0.192, -0.2194, -0.2405, -0.2321, -0.2152, -0.2785, -0.2236, -0.1371, -0.2236, -0.1962, -0.0506, -0.0696, -0.1878, -0.2637, -0.2911, -0.3291, -0.3544, -0.3903, -0.4262, -0.4262, -0.3376, -0.3059, -0.1899, -0.1899, -0.1308, -0.057, 0.0, -0.0464, 0.0781, 0.23, 0.27, 0.4198, 0.2975, 0.2384, 0.1287, 0.0675, 0.1477, 0.1435, 0.27, 0.3565, 0.5401, 0.5, 0.4873, 0.4873, 0.4346, 0.3544, 0.3713, 0.4093, 0.4093, 0.654, 0.73, 0.6139, 0.5359, 0.4367, 0.4641, 0.5211, 0.6582, 0.6582, 0.5633, 0.7236, 0.7236, 0.7468, 0.6498, 0.7658, 0.7932, 0.7173, 0.9241, 1.0021, 0.8734, 0.7574, 0.827, 0.9177, 0.6308, 0.5338, 0.7447, 0.6118, 0.5844, 0.4451, 0.3101, 0.2911, 0.2911, 0.3586, 0.3629, 0.3312, 0.3101, 0.327, 0.4958, 0.5232, 0.538, 0.2996, 0.443, 0.3734, 0.4979, 0.4367, 0.4177, 0.5105, 0.6835, 0.7173, 0.6329, 0.6076, 0.6287, 0.6435, 0.5464, 0.6266, 0.3924, 0.443, 0.3945, 0.4093, 0.3249, 0.2152, 0.1857, -0.0738, -0.0549, -0.116, -0.116, -0.1456, -0.1709, -0.1203, -0.1181, -0.0105, 0.0781, 0.0253, 0.1266, 0.0527, 0.0612, 0.0506, 0.0738, 0.1371, 0.1371, 0.116, 0.1203, 0.0338, 0.0316, 0.0127, 0.0865, 0.0759, 0.1266, 0.1118, 0.0865, 0.2996, 0.2743, 0.2342, 0.1835, 0.2089, 0.1962, 0.4768, 0.4515, 0.8354, 0.8397, 0.7046, 0.7046, 1.2046, 1.3122]}
{"unit_id": "reply:2026256035506274762", "ticker_idx": 0, "ts": "2026-02-24T11:20:59+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN controls the main bottleneck of the AI revolution", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN as the key infrastructure bottleneck for the AI compute buildout.", "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": "@StockSavvyShay $IREN controls the main bottleneck of the AI revolution", "reply_text": null, "parent_text": "$IREN is converting BC sites to GPUs and moving Sweetwater’s 1.4GW substation toward grid interconnection.\n\nThat’s the infrastructure required to monetize AI compute rather than remain a pure power and data center owner. https://t.co/qjPEkQXAvN", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.06798680089588727, "ret_signed_m1d": -0.06798680089588727, "alpha_spy_m1d": -0.060770775130513544, "alpha_c_m1d": -0.06308285999134133, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.004903940904545934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031243167432473795, "ret_signed_p1d": -0.031243167432473795, "alpha_spy_p1d": -0.03968147373301223, "alpha_c_p1d": -0.04870101289259621, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.017457845460122412, "ret_p1w": -0.14521456937356292, "ret_signed_p1w": -0.14521456937356292, "alpha_spy_p1w": -0.13500158172339904, "alpha_c_p1w": -0.1497261889677104, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": 0.004511619594147476, "ret_p1m": -0.08844885347156328, "ret_signed_p1m": -0.08844885347156328, "alpha_spy_p1m": -0.04664162796535731, "alpha_c_p1m": -0.061254375012856244, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02719447845870704, "ret_p3m": 0.2503850578016853, "ret_signed_p3m": 0.2503850578016853, "alpha_spy_p3m": 0.1626184059032003, "alpha_c_p3m": 0.22631699828115348, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.024068059520531815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08844885347156328, "alpha_spy_stated": -0.04664162796535731, "alpha_c_stated": -0.061254375012856244, "price_path": [0.066, 0.0519, 0.0669, -0.0953, -0.0328, 0.022, -0.0163, 0.0196, 0.0306, -0.0337, -0.0332, -0.1171, -0.2194, -0.1949, -0.2568, -0.2123, -0.1217, -0.075, -0.0744, -0.0763, -0.0763, -0.1133, -0.1329, -0.1573, -0.169, -0.169, -0.0605, 0.0614, 0.0101, -0.0402, 0.0051, 0.0128, 0.1074, 0.1659, 0.1635, 0.1417, 0.2722, 0.2722, 0.1938, 0.1767, 0.1498, 0.2471, 0.152, 0.3199, 0.3848, 0.3166, 0.1824, 0.1679, 0.1967, -0.0112, -0.1245, -0.0796, 0.0154, -0.0554, -0.0612, -0.1193, -0.0711, -0.0711, -0.0986, -0.0741, -0.0475, -0.1204, -0.068, 0.0, -0.0312, -0.0266, -0.099, -0.0893, -0.1452, -0.0354, -0.1172, -0.1925, -0.1454, -0.1613, -0.0763, -0.0898, -0.0851, -0.0112, -0.0548, -0.0713, -0.0834, -0.0915, -0.0724, -0.0953, -0.0884, -0.176, -0.2279, -0.3043, -0.2458, -0.2499, -0.235, -0.235, -0.2271, -0.2136, -0.1897, -0.1846, -0.1349, -0.0524, 0.0422, 0.0741, 0.0495, 0.0587, 0.0719, -0.0062, 0.0647, 0.1446, 0.1142, 0.064, -0.0222, -0.057, 0.0013, 0.0046, 0.0887, 0.2044, 0.3417, 0.2508, 0.3465, 0.2134, 0.2444, 0.2139, 0.2849, 0.1648, 0.1102, 0.0504, 0.1597, 0.2774, 0.2504, 0.2504, 0.3153, 0.4926, 0.4092, 0.398, 0.4374, 0.4653, 0.4407, 0.3611, 0.1958, 0.3023, 0.1886, 0.1336, 0.2477, 0.3151, 0.3388, 0.3021, 0.2785, 0.3193, 0.3193, 0.2513, 0.204, 0.1067, 0.0504, 0.0387, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1997790572980113638", "ticker_idx": 0, "ts": "2025-12-07T22:09:24+00:00", "symbol": "data centers", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "big parts of your portfolio should be in datacenters", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends holding large portfolio allocations in datacenters and energy storage given 72GW power demand outlook.", "resolved_tickers": ["DTCR"], "resolution_method": "etf", "resolution_reason": "Data center sector proxied by DTCR ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor It just confirms that big parts of your portfolio should be in datacenters and energy storage", "reply_text": null, "parent_text": "$IREN and $CIFR - Morgan Stanley now expects data centers to require 72GW of power between 2025 and 2028. This is a large amount of electricity and the grid is not prepared to deliver it.\n\nTo put 72GW into context, it is:\n• roughly equal to 70 nuclear reactors\n• enough power", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.017487277892039077, "ret_signed_m1d": -0.017487277892039077, "alpha_spy_m1d": -0.02050053946570285, "alpha_c_m1d": -0.02050053946570285, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0023010482808480948, "ret_signed_p1d": 0.0023010482808480948, "alpha_spy_p1d": 0.0031641663750818783, "alpha_c_p1d": 0.0031641663750818783, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.04832024712240879, "ret_signed_p1w": -0.04832024712240879, "alpha_spy_p1w": -0.044078113510323425, "alpha_c_p1w": -0.044078113510323425, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": 0.046718046850996675, "ret_signed_p1m": 0.046718046850996675, "alpha_spy_p1m": 0.03176228435394601, "alpha_c_p1m": 0.03176228435394601, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": 0.15741076591657044, "ret_signed_p3m": 0.15741076591657044, "alpha_spy_p3m": 0.15785951890986993, "alpha_c_p3m": 0.15785951890986993, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.0004487529932994949, "ret_p6m": 0.501994071055113, "ret_signed_p6m": 0.501994071055113, "alpha_spy_p6m": 0.3845840842890502, "alpha_c_p6m": 0.3845840842890502, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.046718046850996675, "alpha_spy_stated": 0.03176228435394601, "alpha_c_stated": 0.03176228435394601, "price_path": [-0.1178, -0.0962, -0.0925, -0.087, -0.0865, -0.0792, -0.069, -0.0713, -0.0502, -0.0543, -0.0575, -0.0571, -0.0626, -0.0653, -0.0575, -0.0419, -0.0281, -0.0272, -0.017, -0.0216, -0.0097, -0.0064, -0.0262, -0.0055, -0.011, 0.012, 0.0138, 0.0018, 0.0235, 0.0041, -0.0097, 0.0101, 0.0253, 0.0423, 0.0341, 0.0308, 0.0262, 0.029, 0.0267, -0.0009, 0.0161, 0.0, 0.0005, 0.0212, 0.0124, -0.0018, -0.0437, -0.0405, -0.0497, -0.0598, -0.0644, -0.0907, -0.092, -0.0653, -0.0649, -0.0548, -0.0548, -0.0377, -0.0446, -0.0437, -0.035, -0.0304, -0.0175, 0.0, 0.0023, -0.0037, -0.0032, -0.0285, -0.0483, -0.0561, -0.0741, -0.063, -0.0446, -0.0354, -0.0366, -0.029, -0.029, -0.0295, -0.0267, -0.0177, -0.0228, -0.0228, 0.0166, 0.0291, 0.0467, 0.0398, 0.0476, 0.0699, 0.0856, 0.0801, 0.0852, 0.0879, 0.1023, 0.1023, 0.0796, 0.0944, 0.0995, 0.1032, 0.1167, 0.1477, 0.1695, 0.1634, 0.1333, 0.1352, 0.125, 0.1079, 0.0884, 0.1389, 0.1583, 0.1639, 0.1843, 0.206, 0.2139, 0.2139, 0.2093, 0.1806, 0.1815, 0.1833, 0.1764, 0.1935, 0.1917, 0.1769, 0.1838, 0.1736, 0.1546, 0.1741, 0.1574, 0.1463, 0.1616, 0.1741, 0.1773, 0.1523, 0.1579, 0.1695, 0.1695, 0.1565, 0.1611, 0.1116, 0.1241, 0.1097, 0.1199, 0.093, 0.0828, 0.068, 0.1097, 0.1273, 0.1393, 0.1393, 0.1537, 0.1532, 0.1954, 0.2056, 0.2181, 0.2348, 0.257, 0.2547, 0.2737, 0.2987, 0.3019, 0.2829, 0.3015, 0.3172, 0.3362, 0.3167, 0.3005, 0.3065, 0.3357, 0.3385, 0.3394, 0.3621, 0.4038, 0.3793, 0.4089, 0.4297, 0.4052, 0.4237, 0.4177, 0.3737, 0.3695, 0.3672, 0.3941, 0.4149, 0.4112, 0.4112, 0.4413, 0.4478, 0.4659, 0.4631, 0.4705, 0.502]}
{"unit_id": "reply:1988228034143588373", "ticker_idx": 0, "ts": "2025-11-11T12:51:17+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN visual. Imo the best bet in the datacenter industry.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "IREN is the best bet in the datacenter industry; bullish endorsement.", "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": "@TheTechInvest $IREN visual. Imo the best bet in the datacenter industry. https://t.co/tVLVHGAALx", "reply_text": null, "parent_text": "🚨 $IREN had the strongest quarter and 2026 guidance compared to $CRWV and $NBIS.\n\n$CRWV & $NBIS are not as vertically integrated as $IREN. \n\n$IREN has everything in one place!\n\nGrowth velocity is one of $IREN edges.\n\nThese are high quality companies, but I would order them this", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": 0.04862316223239693, "ret_signed_m1d": 0.04862316223239693, "alpha_spy_m1d": 0.05090720100113699, "alpha_c_m1d": 0.05313351508717834, "bench_spy_m1d": -0.00228403876874006, "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": -0.02983497949242675, "alpha_c_p1d": -0.0379234629357631, "bench_spy_p1d": 0.0005564804700675108, "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:2001648444965032263", "ticker_idx": 0, "ts": "2025-12-18T13:39:12+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 calculated a PT of $45", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author's DCF-based PT of $45 for Iren on Microsoft deal + bitcoin mining cash flows.", "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": "@BIGBoolMongoose I always make my PT calculations on the future free cash flow. It is always a bit of a guess of course as prices could rise and costs could be higher for Iren. For the Microsoft deal + the bitcoin mining they do at the moment, I calculated a PT of $45.", "reply_text": null, "parent_text": "@Kaizen_Investor Which means 2B year per revenue. And their total annualized revenue is hardly 1.2B. So if we say for this fy they will end up with around 3B revenue if Microsoft deal is genuine. Stil it is trading at 3X of market cap.", "quoted_text": null, "parent_author": "BIGBoolMongoose", "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": "orig:2028596963403305046", "ticker_idx": 0, "ts": "2026-03-02T22:23:00+00:00", "symbol": "BBAI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the balance sheet is finally healthy, giving them the freedom to pivot toward specialized AI products, but they must now prove they can grow consistently", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish lean on BBAI: debt cleared, $462M cash, pivoting to AI products — but must prove consistent growth.", "resolved_tickers": ["BBAI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$BBAI just closed 2025 with its strongest financial foundation yet, but the market's 4% dip reflects a work in progress narrative. \n\nThe company successfully wiped out nearly all its debt through a massive conversion effort and now sits on a substantial $462M cash pile. \n\nThis war chest is being used for aggressive expansion, including recent acquisitions like Ask Sage and a push into the Middle East. \n\nHowever, revenue fell short this quarter due to lower volume in Army programs, and large impairment charges show that some older government contracts aren't yielding what was expected. \n\nIn short: the balance sheet is finally healthy, giving them the freedom to pivot toward specialized AI products, but they must now prove they can grow consistently.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07894735686336518, "ret_signed_m1d": 0.07894735686336518, "alpha_spy_m1d": 0.0700546338632222, "alpha_c_m1d": 0.06411103662409379, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.014836320239271394, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007894729412163404, "ret_signed_p1d": 0.007894729412163404, "alpha_spy_p1d": 0.0008394636446689141, "alpha_c_p1d": -0.009123409170734842, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.017018138582898246, "ret_p1w": 0.07105269019293403, "ret_signed_p1w": 0.07105269019293403, "alpha_spy_p1w": 0.07568290564523417, "alpha_c_p1w": 0.05461635500253914, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.01643633519039489, "ret_p1m": -0.09999996862913396, "ret_signed_p1m": -0.09999996862913396, "alpha_spy_p1m": -0.06575100323038463, "alpha_c_p1m": -0.08238356261891577, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.01761640601021819, "ret_p3m": 0.32631579607807715, "ret_signed_p3m": 0.32631579607807715, "alpha_spy_p3m": 0.21134822643612106, "alpha_c_p3m": -0.06464796291025676, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.3909637589883339, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.32631579607807715, "alpha_spy_stated": 0.21134822643612106, "alpha_c_stated": -0.06464796291025676, "price_path": [0.8474, 0.7947, 0.7263, 0.7658, 0.7395, 0.7737, 0.6789, 0.5711, 0.5421, 0.4316, 0.4816, 0.6474, 0.6816, 0.6105, 0.5868, 0.5868, 0.5079, 0.4921, 0.4474, 0.4211, 0.4211, 0.5368, 0.5474, 0.6868, 0.5763, 0.6237, 0.6316, 0.6605, 0.6026, 0.6474, 0.6237, 0.6105, 0.6105, 0.5632, 0.5026, 0.5605, 0.5316, 0.5053, 0.6211, 0.5816, 0.4526, 0.3263, 0.2579, 0.3026, 0.1842, 0.0737, 0.2421, 0.2816, 0.2, 0.1658, 0.0789, 0.0737, 0.0737, 0.0368, 0.0763, 0.1026, 0.0158, -0.0237, 0.0263, 0.0342, 0.0921, 0.0421, 0.0789, 0.0, 0.0079, 0.0632, 0.1184, 0.1053, 0.0711, 0.0895, 0.0605, 0.0368, 0.0395, 0.0421, 0.0, -0.0184, -0.0579, -0.0316, -0.0684, -0.0632, -0.1263, -0.1737, -0.2, -0.0737, -0.1, -0.0579, -0.0579, -0.0763, -0.0921, -0.0816, -0.1342, -0.1263, -0.1184, -0.0737, -0.0026, -0.0132, 0.0132, 0.0105, -0.0026, 0.05, -0.0184, -0.0263, -0.0184, 0.0842, 0.0053, 0.0474, 0.0895, 0.0974, 0.0895, 0.15, 0.0974, 0.1, 0.1368, 0.1026, 0.1079, 0.1526, 0.0737, 0.0316, 0.0105, 0.0737, 0.1053, 0.1, 0.1, 0.1, 0.15, 0.3, 0.3263, 0.4053, 0.3447, 0.2711, 0.2553, 0.1053, 0.1342, 0.05, 0.0579, 0.0895, 0.0579, 0.0658, 0.0421, 0.0211, 0.0316, 0.0316, 0.0079, -0.0079, -0.0737, -0.1026, -0.0842, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026408147011747857", "ticker_idx": 0, "ts": "2026-02-24T21:25:25+00:00", "symbol": "AXON", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "proves they are now a software and AI powerhouse, not just a hardware company. Revenue jumped 33% last year, fueled by booming demand for cloud services and AI tools… bold new target to hit $6 billion in revenue by 2028", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish AXON on software/AI pivot, 33% revenue growth, expanding markets, and $6B 2028 revenue target.", "resolved_tickers": ["AXON"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$AXON stock surged 15% after an earnings report that proves they are now a software and AI powerhouse, not just a hardware company.\n\nRevenue jumped 33% last year, fueled by booming demand for cloud services and AI tools like Axon Assistant, which automates police reports and translates in real-time.\n\nThey are also successfully expanding into new markets. Axon is modernizing 911 dispatch systems and launching the Axon Body Mini to bring their tech to retail, healthcare, and logistics. Backed by a bold new target to hit $6 billion in revenue by 2028, investors are thrilled with this aggressive growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14931366835280524, "ret_signed_m1d": -0.14931366835280524, "alpha_spy_m1d": -0.14094597124350527, "alpha_c_m1d": -0.15717235730817813, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.007858688955372894, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0576915878891362, "ret_signed_p1d": 0.0576915878891362, "alpha_spy_p1d": 0.06324603346834334, "alpha_c_p1d": 0.05142736615956944, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": 0.006264221729566755, "ret_p1w": 0.09540929213274452, "ret_signed_p1w": 0.09540929213274452, "alpha_spy_p1w": 0.10697974066931815, "alpha_c_p1w": 0.09330232070413325, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": 0.0021069714286112706, "ret_p1m": -0.13403053212805582, "ret_signed_p1m": -0.13403053212805582, "alpha_spy_p1m": -0.06723652260106538, "alpha_c_p1m": -0.05500521431561278, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07902531781244304, "ret_p3m": -0.257949160992459, "ret_signed_p3m": -0.257949160992459, "alpha_spy_p3m": -0.3366137110222601, "alpha_c_p3m": -0.23888683490823137, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": -0.019062326084227643, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0384, 0.025, 0.0338, 0.0449, 0.0585, 0.0592, 0.0633, 0.0509, 0.0927, 0.117, 0.0848, 0.0608, 0.0671, 0.0573, 0.0829, 0.1423, 0.1538, 0.1362, 0.1364, 0.1364, 0.1224, 0.1161, 0.0998, 0.0918, 0.0918, 0.0832, 0.1365, 0.2047, 0.1936, 0.1784, 0.2144, 0.2144, 0.2332, 0.2096, 0.2249, 0.2227, 0.2227, 0.1929, 0.1732, 0.1675, 0.1787, 0.1632, 0.1731, 0.0571, -0.0204, -0.0704, -0.1157, -0.1324, -0.1721, -0.2317, -0.2037, -0.1661, -0.1407, -0.1648, -0.1622, -0.174, -0.174, -0.1696, -0.1731, -0.152, -0.1658, -0.186, -0.1493, 0.0, 0.0577, 0.0427, 0.0997, 0.1132, 0.0954, 0.0967, 0.1035, 0.0747, 0.0188, -0.005, -0.0399, -0.0461, -0.0587, -0.0262, -0.0226, -0.0346, -0.046, -0.0248, -0.1222, -0.1154, -0.134, -0.1735, -0.2021, -0.1836, -0.1857, -0.2064, -0.2064, -0.2059, -0.2832, -0.2473, -0.3246, -0.335, -0.3086, -0.2678, -0.2268, -0.2443, -0.2256, -0.2238, -0.2216, -0.225, -0.2452, -0.2366, -0.2261, -0.2189, -0.23, -0.2277, -0.2266, -0.2431, -0.2683, -0.2582, -0.1793, -0.2242, -0.2419, -0.2432, -0.2756, -0.2537, -0.2466, -0.2322, -0.2458, -0.234, -0.2506, -0.2579, -0.2579, -0.2593, -0.2477, -0.1554, -0.1374, -0.0832, -0.0578, -0.0744, -0.0134, -0.0655, -0.0944, -0.1301, -0.1395, -0.1422, -0.1508, -0.148, -0.163, -0.1868, -0.1861, -0.1861, -0.2118, -0.1675, -0.122, -0.145, -0.1064, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029149783667904522", "ticker_idx": 0, "ts": "2026-03-04T10:59:42+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix took another 10% hit today... However, the core thesis remains intact: their near-monopoly on the High Bandwidth Memory (HBM) required for Nvidia's AI GPUs gives them unparalleled pricing power.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix: 10% dip seen as buying opportunity; HBM near-monopoly intact with pricing power to pass rising costs onto buyers.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK Hynix took another 10% hit today, largely driven by broader market fears and the threat of rising energy costs at their fabrication plants. \n\nHowever, the core thesis remains intact: their near-monopoly on the High Bandwidth Memory (HBM) required for Nvidia's AI GPUs gives them unparalleled pricing power. \n\nThey are uniquely positioned to pass these increased manufacturing expenses directly onto buyers without denting demand.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix still looks like a clear buying opportunity to me. \n\nThis graph perfectly shows why. Despite their stock price running up, their earnings growth is so explosive that the valuation keeps compressing. \n\nEvery time the Forward P/E spikes, they report massive revenues and https://t.co/y0XK63ycm3", "parent_author": null, "ret_m1d": -0.0977683370685708, "ret_signed_m1d": -0.0977683370685708, "alpha_spy_m1d": -0.09076249934811809, "alpha_c_m1d": -0.0776229889804615, "bench_spy_m1d": -0.007005837720452712, "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": -0.018065918698018213, "ret_signed_p1d": -0.018065918698018213, "alpha_spy_p1d": -0.012490426824641299, "alpha_c_p1d": -0.008669777523749866, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.009396141174268346, "ret_p1w": -0.011689719913989371, "ret_signed_p1w": -0.011689719913989371, "alpha_spy_p1w": 0.001154465171742225, "alpha_c_p1w": -0.01652558221984135, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": 0.004835862305851979, "ret_p1m": -0.06907544254044062, "ret_signed_p1m": -0.06907544254044062, "alpha_spy_p1m": -0.028924109424257827, "alpha_c_p1m": -0.05208722235600316, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.016988220184437464, "ret_p3m": 1.5083895866491495, "ret_signed_p3m": 1.5083895866491495, "alpha_spy_p3m": 1.3982183866730795, "alpha_c_p3m": 0.9854379748645472, "bench_spy_p3m": 0.11017119997606994, "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": -0.06907544254044062, "alpha_spy_stated": -0.028924109424257827, "alpha_c_stated": -0.05208722235600316, "price_path": [-0.388, -0.3996, -0.3773, -0.4007, -0.3943, -0.4123, -0.4378, -0.4155, -0.4145, -0.4198, -0.3848, -0.3805, -0.3763, -0.3763, -0.3646, -0.3211, -0.3095, -0.3095, -0.3095, -0.2819, -0.2617, -0.2299, -0.2129, -0.1981, -0.2108, -0.2055, -0.2172, -0.2129, -0.2055, -0.1981, -0.1896, -0.2119, -0.2151, -0.1991, -0.1864, -0.2193, -0.1514, -0.1079, -0.0867, -0.0358, -0.1196, -0.0379, -0.0453, -0.1069, -0.11, -0.0591, -0.0708, -0.0878, -0.0581, -0.0665, -0.0665, -0.0665, -0.0665, -0.0517, 0.0066, 0.0088, 0.066, 0.0798, 0.1679, 0.1275, 0.1275, -0.0021, -0.0978, 0.0, -0.0181, -0.1116, -0.0032, 0.0149, -0.0117, -0.0329, 0.0351, 0.0308, 0.1222, 0.0765, 0.0701, -0.0085, 0.0478, 0.0574, -0.0085, -0.0085, -0.0723, -0.1424, -0.0468, -0.118, -0.0691, -0.0584, -0.0266, 0.0978, 0.0606, 0.0914, 0.1052, 0.1722, 0.2072, 0.2274, 0.1987, 0.2391, 0.3007, 0.2997, 0.3018, 0.2986, 0.373, 0.3815, 0.3741, 0.3666, 0.3666, 0.5377, 0.5377, 0.7014, 0.7577, 0.7917, 0.9979, 0.9501, 1.0999, 1.0935, 0.933, 0.9554, 0.8544, 0.8544, 1.0616, 1.0627, 1.0627, 1.1807, 1.3836, 1.4329, 1.4797, 1.5116, 1.5084, 1.5084, 1.4425, 1.2002, 1.0312, 1.3543, 1.1768, 1.2331, 1.2852, 1.4319, 1.5318, 1.6795, 1.8538, 1.9378, 2.1025, 1.7157, 1.7858, 2.1004, 1.8411, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2012201286641274926", "ticker_idx": 0, "ts": "2026-01-16T16:32:26+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX really broke out now. Currently at $11, really bullish on this one. I believe they can completely capture the growing drone industry with their batteries.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long AMPX on breakout above key resistance levels; bullish on company capturing drone industry battery market.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX really broke out now. Currently at $11, really bullish on this one. I believe they can completely capture the growing drone industry with their batteries.", "reply_text": null, "parent_text": null, "quoted_text": "$AMPX with an important push today. If they can finish above $10.61, they beat the Fib. 38.2, 100SMA, and 50SMA resistances in 1 day. \n\nI'm a long-term investor and very bullish on $AMPX, but always great to see the chart following the thesis. https://t.co/kyxUQZTvq7", "parent_author": null, "ret_m1d": -0.07727276195179333, "ret_signed_m1d": -0.07727276195179333, "alpha_spy_m1d": -0.07811136981483535, "alpha_c_m1d": -0.07056215751488115, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": -0.006710604436912182, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.015454552390358645, "ret_signed_p1w": 0.015454552390358645, "alpha_spy_p1w": 0.018967869559517236, "alpha_c_p1w": 0.03151202747891124, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.016057475088552597, "ret_p1m": -0.09363633936101745, "ret_signed_p1m": -0.09363633936101745, "alpha_spy_p1m": -0.07930850268098555, "alpha_c_p1m": -0.1371953906581037, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": 0.04355905129708626, "ret_p3m": 0.6636362942782315, "ret_signed_p3m": 0.6636362942782315, "alpha_spy_p3m": 0.6489013517605289, "alpha_c_p3m": 0.6351102284763503, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": 0.028526065801881106, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09363633936101745, "alpha_spy_stated": -0.07930850268098555, "alpha_c_stated": -0.1371953906581037, "price_path": [0.11, 0.0355, 0.06, 0.1718, 0.1482, 0.0818, 0.1364, 0.1173, 0.2809, 0.2327, 0.1, 0.1855, 0.0236, 0.1573, 0.2355, 0.1745, 0.1245, 0.0655, 0.0264, -0.0518, -0.03, -0.0173, -0.0636, -0.0809, -0.0182, -0.0245, -0.0173, -0.0173, 0.0291, -0.0355, -0.0127, 0.0473, 0.1109, 0.1073, 0.0727, 0.0636, 0.0036, 0.04, -0.0082, -0.0864, -0.0655, -0.2018, -0.1682, -0.15, -0.1755, -0.2073, -0.2245, -0.2245, -0.2482, -0.28, -0.2882, -0.2827, -0.2827, -0.2055, -0.1627, -0.1645, -0.1909, -0.16, -0.1382, -0.09, -0.1209, -0.0582, -0.0773, 0.0, 0.0, 0.0155, 0.0245, 0.0864, 0.0155, -0.0091, 0.0527, 0.0891, 0.2345, 0.1309, 0.1955, 0.3345, 0.1273, -0.0382, 0.1127, 0.1355, 0.05, 0.01, -0.0736, -0.0936, -0.0936, -0.1118, -0.0991, -0.0591, -0.1345, -0.0727, -0.0182, 0.0055, 0.0473, -0.0245, 0.0536, 0.0573, 0.1409, 0.3536, 0.4845, 0.6109, 0.6364, 0.69, 0.6627, 0.6318, 0.6991, 0.7618, 0.7182, 0.7373, 0.6545, 0.6982, 0.6145, 0.63, 0.56, 0.4655, 0.3382, 0.5327, 0.4109, 0.4545, 0.4545, 0.5964, 0.5182, 0.5382, 0.4682, 0.5655, 0.6718, 0.6264, 0.6636, 0.7391, 0.6973, 0.7827, 0.9482, 1.0627, 0.9755, 0.8782, 0.9473, 0.79, 0.8491, 0.9145, 0.8973, 0.8527, 0.9455, 1.0173, 0.4645, 0.5182, 0.6073, 0.7118, 0.5927, 0.6245, 0.5318, 0.4427, 0.4073, 0.37, 0.3909, 0.4573, 0.4573, 0.6209, 0.56, 0.8955, 0.8436, 0.9773, 1.0827, 0.9764, 1.0491, 0.79, 0.7118, 0.5836, 0.4936, 0.5545, 0.4827, 0.5291, 0.4082, 0.3636, 0.47, 0.47, 0.4227, 0.2836, 0.1382, 0.1418, 0.1736, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1998418175755788586", "ticker_idx": 0, "ts": "2025-12-09T15:43:16+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": "We'll get their year-end", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses parent's BTC $100k and ETH $3.5-3.7k targets by year-end.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives We’ll get their year-end", "reply_text": null, "parent_text": "$BTC $93-94k break and we see $100k.\n\n$ETH $3.2k break and we see $3.5-3.7k.\n\nMush bulls. https://t.co/K2XHFwV1oN", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.022132591919500677, "ret_signed_m1d": -0.022132591919500677, "alpha_spy_m1d": -0.022996455630134194, "alpha_c_m1d": -0.022996455630134194, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.0008638637106335167, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007236522211271801, "ret_signed_p1d": -0.007236522211271801, "alpha_spy_p1d": -0.013868757464029047, "alpha_c_p1d": -0.013868757464029047, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.006632235252757246, "ret_p1w": -0.05229946144557318, "ret_signed_p1w": -0.05229946144557318, "alpha_spy_p1w": -0.04619448218307742, "alpha_c_p1w": -0.04619448218307742, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.006104979262495758, "ret_p1m": -0.014927507929300865, "ret_signed_p1m": -0.014927507929300865, "alpha_spy_p1m": -0.027485606773220872, "alpha_c_p1m": -0.027485606773220872, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.012558098843920007, "ret_p3m": -0.2649127791648711, "ret_signed_p3m": -0.2649127791648711, "alpha_spy_p3m": -0.25221493766187797, "alpha_c_p3m": -0.25221493766187797, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": -0.012697841502993135, "ret_p6m": -0.309384123563503, "ret_signed_p6m": -0.309384123563503, "alpha_spy_p6m": -0.41991155704766403, "alpha_c_p6m": -0.41991155704766403, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.11052743348416105, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014927507929300865, "alpha_spy_stated": -0.027485606773220872, "alpha_c_stated": -0.027485606773220872, "price_path": [0.2461, 0.2526, 0.2455, 0.2606, 0.2565, 0.2637, 0.2481, 0.2164, 0.2085, 0.2226, 0.1765, 0.1836, 0.2342, 0.2305, 0.28, 0.302, 0.3191, 0.3459, 0.3103, 0.3308, 0.313, 0.2214, 0.2436, 0.2204, 0.1952, 0.1672, 0.1486, 0.1931, 0.1703, 0.1618, 0.1875, 0.1979, 0.2312, 0.2186, 0.1873, 0.1684, 0.1819, 0.1495, 0.096, 0.1208, 0.0929, 0.1152, 0.1435, 0.1112, 0.0968, 0.0756, 0.0184, -0.0064, 0.0028, -0.0132, -0.0654, -0.082, -0.0477, -0.0577, -0.0234, -0.0152, -0.0191, -0.0687, -0.0145, 0.009, -0.0059, -0.0356, -0.0221, 0.0, -0.0072, -0.0019, -0.0261, -0.0677, -0.0523, -0.0706, -0.078, -0.0495, -0.0453, -0.0569, -0.0548, -0.0589, -0.0582, -0.0599, -0.046, -0.0559, -0.0427, -0.0296, 0.0128, 0.0112, -0.0149, -0.018, -0.0235, -0.0162, 0.0284, 0.0457, 0.0308, 0.0306, -0.0015, -0.0473, -0.0358, -0.0348, -0.0344, -0.0477, -0.0387, -0.0378, -0.0877, -0.0924, -0.1511, -0.184, -0.2122, -0.3235, -0.2388, -0.2435, -0.2578, -0.2773, -0.2856, -0.2571, -0.2573, -0.2718, -0.2834, -0.2776, -0.2663, -0.3029, -0.3087, -0.2668, -0.2723, -0.2892, -0.258, -0.2632, -0.2156, -0.2357, -0.2649, -0.262, -0.2456, -0.2426, -0.2395, -0.2344, -0.1924, -0.2025, -0.2314, -0.2457, -0.2392, -0.2349, -0.2392, -0.2307, -0.2578, -0.2843, -0.2805, -0.2639, -0.2655, -0.2784, -0.2779, -0.2571, -0.2239, -0.2327, -0.2257, -0.2127, -0.1964, -0.1997, -0.193, -0.1892, -0.1679, -0.1815, -0.1763, -0.1563, -0.1556, -0.1644, -0.1653, -0.1763, -0.1825, -0.1768, -0.1566, -0.1388, -0.1269, -0.1215, -0.1368, -0.1349, -0.1183, -0.1318, -0.1447, -0.1256, -0.147, -0.1698, -0.172, -0.1644, -0.1635, -0.1856, -0.1663, -0.182, -0.1979, -0.2067, -0.2084, -0.2306, -0.2804, -0.3094]}
{"unit_id": "reply:1998418175755788586", "ticker_idx": 1, "ts": "2025-12-09T15:43:16+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": "We'll get their year-end", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses parent's BTC $100k and ETH $3.5-3.7k targets by year-end.", "resolved_tickers": ["ETH-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives We’ll get their year-end", "reply_text": null, "parent_text": "$BTC $93-94k break and we see $100k.\n\n$ETH $3.2k break and we see $3.5-3.7k.\n\nMush bulls. https://t.co/K2XHFwV1oN", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.05899133055121164, "ret_signed_m1d": -0.05899133055121164, "alpha_spy_m1d": -0.05985519426184516, "alpha_c_m1d": -0.05985519426184516, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.0008638637106335167, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012872624094455443, "ret_signed_p1d": 0.0012872624094455443, "alpha_spy_p1d": -0.005344972843311702, "alpha_c_p1d": -0.005344972843311702, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.006632235252757246, "ret_p1w": -0.10747417149987348, "ret_signed_p1w": -0.10747417149987348, "alpha_spy_p1w": -0.10136919223737773, "alpha_c_p1w": -0.10136919223737773, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.006104979262495758, "ret_p1m": -0.04645156718372556, "ret_signed_p1m": -0.04645156718372556, "alpha_spy_p1m": -0.05900966602764557, "alpha_c_p1m": -0.05900966602764557, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.012558098843920007, "ret_p3m": -0.4041906930288246, "ret_signed_p3m": -0.4041906930288246, "alpha_spy_p3m": -0.39149285152583146, "alpha_c_p3m": -0.39149285152583146, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": -0.012697841502993135, "ret_p6m": -0.45448070749371094, "ret_signed_p6m": -0.45448070749371094, "alpha_spy_p6m": -0.565008140977872, "alpha_c_p6m": -0.565008140977872, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.11052743348416105, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04645156718372556, "alpha_spy_stated": -0.05900966602764557, "alpha_c_stated": -0.05900966602764557, "price_path": [0.3433, 0.4198, 0.363, 0.356, 0.3829, 0.382, 0.3462, 0.2655, 0.2542, 0.2506, 0.1648, 0.2152, 0.2699, 0.2484, 0.3101, 0.3513, 0.3594, 0.4115, 0.3403, 0.3633, 0.3156, 0.1571, 0.2783, 0.2422, 0.2006, 0.1727, 0.154, 0.1986, 0.1673, 0.1466, 0.1611, 0.1847, 0.2406, 0.1991, 0.1753, 0.1455, 0.1584, 0.0847, -0.0086, 0.0313, -0.0027, 0.0344, 0.0745, 0.0284, 0.0277, -0.0266, -0.0654, -0.0893, -0.0597, -0.0897, -0.1473, -0.1672, -0.1109, -0.1094, -0.0883, -0.0923, -0.087, -0.1569, -0.0973, -0.039, -0.0562, -0.0893, -0.059, 0.0, 0.0013, -0.0253, -0.0713, -0.1075, -0.1075, -0.1475, -0.1488, -0.1033, -0.0949, -0.1077, -0.1131, -0.1257, -0.119, -0.1164, -0.1053, -0.1066, -0.0966, -0.0592, -0.0286, -0.0076, -0.0465, -0.0653, -0.0717, -0.0689, 0.0003, 0.0101, -0.0012, -0.0077, -0.0405, -0.1161, -0.103, -0.1119, -0.1108, -0.1188, -0.09, -0.0947, -0.1514, -0.1863, -0.2941, -0.3293, -0.3546, -0.4515, -0.3787, -0.3666, -0.3919, -0.4157, -0.4138, -0.3832, -0.3984, -0.4001, -0.4117, -0.4134, -0.4071, -0.4413, -0.4421, -0.3813, -0.3897, -0.4186, -0.3896, -0.403, -0.3597, -0.3762, -0.4042, -0.3999, -0.3866, -0.3823, -0.3758, -0.3699, -0.2921, -0.302, -0.3365, -0.3564, -0.3537, -0.352, -0.3509, -0.3472, -0.3799, -0.4004, -0.3907, -0.3663, -0.356, -0.3807, -0.3817, -0.3653, -0.325, -0.3405, -0.3408, -0.324, -0.2862, -0.3004, -0.2896, -0.2928, -0.271, -0.3029, -0.299, -0.2846, -0.298, -0.3027, -0.3065, -0.3106, -0.3215, -0.3206, -0.3089, -0.2935, -0.289, -0.2922, -0.3101, -0.3054, -0.2956, -0.3151, -0.3202, -0.3132, -0.3305, -0.3591, -0.3647, -0.3596, -0.3582, -0.3783, -0.3643, -0.3765, -0.3911, -0.3955, -0.3942, -0.3968, -0.4406, -0.4545]}
{"unit_id": "quote:1998158078970069113", "ticker_idx": 0, "ts": "2025-12-08T22:29:44+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 primed for aggressive expansion", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: $2.3B raise at sub-1% coupons + $82 capped call signals upside conviction and aggressive expansion ahead.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "$IREN raising $2.3B while slashing coupon rates to <1% is a masterclass in capital management. The $82 capped call signals massive upside conviction. With extended maturities and a fortress balance sheet, $IREN is primed for aggressive expansion.", "reply_text": null, "parent_text": null, "quoted_text": "$IREN is pleased to announce the closing of its $2.3 billion convertible notes offering.\n\nKey details of the transaction:\n\nOffering of $2.3bn convertible senior notes\n- $1.0bn offering of 0.25% coupon convertible senior notes due 2032\n- $1.0bn offering of 1.00% coupon convertible https://t.co/E5mDYsh9Uj", "parent_author": null, "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": -0.2037837843854775, "alpha_c_p3m": -0.16893555871050603, "bench_spy_p3m": -0.012697841502993135, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.0686379193448885, "alpha_spy_stated": -0.0811960181888085, "alpha_c_stated": -0.11601708879861916, "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": "quote:1994239108437176523", "ticker_idx": 0, "ts": "2025-11-28T02:57:09+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "So $GOOGL will win the LLM race with Gemini, The Robotaxi race with Waymo, The space race with exposure to $PL, SpaceX, and $ASTS, The AI race with its TPU's, The Quantum race", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL as dominant across LLM, robotaxi, space, AI, and quantum; also long PL and ASTS as space-race beneficiaries.", "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": "So $GOOGL will win the LLM race with Gemini, \n\nThe Robotaxi race with Waymo, \n\nThe space race with exposure to $PL, SpaceX, and $ASTS,\n\nThe AI race with its TPU’s,\n\nThe Quantum race,\n\nI mean Sundar, leave something for the rest maybe?", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL CEO basically just said quantum is entering the same acceleration curve AI hit five years ago. https://t.co/bloX9fNHk4", "parent_author": null, "ret_m1d": -0.0007183532768206824, "ret_signed_m1d": -0.0007183532768206824, "alpha_spy_m1d": 0.004710448196722727, "alpha_c_m1d": 0.007341281737527461, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008059635014348143, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01652193436627103, "ret_signed_p1d": -0.01652193436627103, "alpha_spy_p1d": -0.011956374012830229, "alpha_c_p1d": -0.011842124771754059, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.00467980959451697, "ret_p1w": 0.0034041082893212504, "ret_signed_p1w": 0.0034041082893212504, "alpha_spy_p1w": 3.8584569146404846e-05, "alpha_c_p1w": -0.011675174399626398, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.015079282688947648, "ret_p1m": -0.02003539050217018, "ret_signed_p1m": -0.02003539050217018, "alpha_spy_p1m": -0.02953581559394025, "alpha_c_p1m": -0.04500856352569382, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.024973173023523643, "ret_p3m": -0.022098101539932857, "ret_signed_p3m": -0.022098101539932857, "alpha_spy_p3m": -0.03937697209708002, "alpha_c_p3m": -0.0349861920169634, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.012888090477030545, "ret_p6m": 0.19773328121563472, "ret_signed_p6m": 0.19773328121563472, "alpha_spy_p6m": 0.10043062605128528, "alpha_c_p6m": 0.19068387768053174, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.007049403535102972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02003539050217018, "alpha_spy_stated": -0.02953581559394025, "alpha_c_stated": -0.04500856352569382, "price_path": [-0.3405, -0.2802, -0.2751, -0.2667, -0.269, -0.2516, -0.253, -0.2493, -0.2479, -0.2142, -0.2156, -0.2207, -0.2128, -0.2044, -0.2113, -0.214, -0.2281, -0.2323, -0.23, -0.2378, -0.2407, -0.2351, -0.2327, -0.2337, -0.2178, -0.2324, -0.236, -0.2456, -0.2611, -0.2375, -0.2334, -0.216, -0.2146, -0.2089, -0.1987, -0.2178, -0.2139, -0.2096, -0.1882, -0.159, -0.1646, -0.1425, -0.1209, -0.1218, -0.1139, -0.1332, -0.112, -0.1107, -0.1291, -0.0939, -0.0902, -0.1045, -0.13, -0.1367, -0.1098, -0.1121, -0.0855, -0.096, -0.0641, -0.005, 0.0102, -0.0007, -0.0007, 0.0, -0.0165, -0.0136, -0.0017, -0.008, 0.0034, -0.0195, -0.009, 0.0007, -0.0236, -0.0334, -0.0367, -0.0419, -0.0727, -0.0547, -0.04, -0.0318, -0.0176, -0.0184, -0.0184, -0.0202, -0.02, -0.0191, -0.0218, -0.0218, -0.0151, -0.0107, -0.0176, 0.0063, 0.0171, 0.0269, 0.0372, 0.05, 0.0496, 0.04, 0.0313, 0.0313, 0.0063, 0.0263, 0.033, 0.0249, 0.0415, 0.0456, 0.0501, 0.0571, 0.0563, 0.0741, 0.0617, 0.0408, 0.0353, 0.009, 0.0136, -0.0043, -0.0282, -0.0343, -0.0445, -0.0445, -0.0561, -0.052, -0.0535, -0.0156, -0.0265, -0.0283, -0.0221, -0.0393, -0.0257, -0.042, -0.0512, -0.0526, -0.0597, -0.067, -0.0419, -0.0397, -0.0345, -0.0507, -0.0546, -0.0444, -0.0276, -0.0377, -0.0395, -0.0586, -0.0553, -0.0917, -0.0901, -0.1214, -0.142, -0.1446, -0.1007, -0.0699, -0.075, -0.075, -0.0618, -0.0447, -0.0076, -0.0039, -0.0078, 0.0049, 0.0412, 0.0543, 0.0509, 0.0686, 0.0553, 0.0392, 0.0612, 0.0599, 0.0771, 0.0957, 0.0939, 0.0944, 0.2035, 0.2062, 0.1986, 0.2148, 0.2449, 0.2447, 0.2535, 0.2155, 0.2114, 0.2592, 0.2543, 0.2409, 0.2414, 0.2124, 0.2163, 0.2124, 0.1977, 0.1977]}
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{"unit_id": "quote:1994239108437176523", "ticker_idx": 2, "ts": "2025-11-28T02:57:09+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "exposure to $PL, SpaceX, and $ASTS", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL as dominant across LLM, robotaxi, space, AI, and quantum; also long PL and ASTS as space-race beneficiaries.", "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": "So $GOOGL will win the LLM race with Gemini, \n\nThe Robotaxi race with Waymo, \n\nThe space race with exposure to $PL, SpaceX, and $ASTS,\n\nThe AI race with its TPU’s,\n\nThe Quantum race,\n\nI mean Sundar, leave something for the rest maybe?", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL CEO basically just said quantum is entering the same acceleration curve AI hit five years ago. https://t.co/bloX9fNHk4", "parent_author": null, "ret_m1d": -0.012099649394029965, "ret_signed_m1d": -0.012099649394029965, "alpha_spy_m1d": -0.006670847920486556, "alpha_c_m1d": -0.006670847920486556, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.00542880147354341, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06387900540662061, "ret_signed_p1d": -0.06387900540662061, "alpha_spy_p1d": -0.059313445053179814, "alpha_c_p1d": -0.059313445053179814, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.004565560353440801, "ret_p1w": 0.3153024406663556, "ret_signed_p1w": 0.3153024406663556, "alpha_spy_p1w": 0.31193691694618075, "alpha_c_p1w": 0.31193691694618075, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.0033655237201748456, "ret_p1m": 0.271708189510085, "ret_signed_p1m": 0.271708189510085, "alpha_spy_p1m": 0.26220776441831495, "alpha_c_p1m": 0.26220776441831495, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.00950042509177007, "ret_p3m": 0.46548041801207707, "ret_signed_p3m": 0.46548041801207707, "alpha_spy_p3m": 0.4482015474549299, "alpha_c_p3m": 0.4482015474549299, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.017278870557147163, "ret_p6m": 0.883629878527687, "ret_signed_p6m": 0.883629878527687, "alpha_spy_p6m": 0.7863272233633376, "alpha_c_p6m": 0.7863272233633376, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.09730265516434944, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.271708189510085, "alpha_spy_stated": 0.26220776441831495, "alpha_c_stated": 0.26220776441831495, "price_path": [-0.1324, -0.1954, -0.2552, -0.2454, -0.2746, -0.3432, -0.3313, -0.3173, -0.311, -0.271, -0.2806, -0.2671, -0.2626, -0.1975, -0.1308, -0.0249, -0.0302, -0.1212, -0.1265, -0.131, -0.1267, 0.0132, 0.1772, 0.2057, 0.2972, 0.3301, 0.4448, 0.5443, 0.4596, 0.6103, 0.6815, 0.7027, 0.5925, 0.4856, 0.4735, 0.3988, 0.2696, 0.2762, 0.3114, 0.4137, 0.3838, 0.4246, 0.3644, 0.4279, 0.2659, 0.2464, 0.2523, 0.1616, 0.2311, 0.2224, 0.208, 0.1475, 0.0932, 0.0925, 0.0071, 0.0359, 0.0322, -0.0979, -0.0859, -0.0214, -0.0123, -0.0121, -0.0121, 0.0, -0.0639, 0.0123, 0.0932, 0.2927, 0.3153, 0.3167, 0.2961, 0.4066, 0.508, 0.3648, 0.2066, 0.2165, 0.1007, 0.1731, 0.3495, 0.5388, 0.5244, 0.3888, 0.3888, 0.2802, 0.2717, 0.3288, 0.2923, 0.2923, 0.4852, 0.6178, 0.7347, 0.5254, 0.6114, 0.7379, 0.7507, 0.6498, 0.6943, 0.8016, 1.06, 1.06, 1.0007, 0.8416, 1.0706, 1.0208, 0.8644, 0.9811, 1.1571, 1.1724, 0.9788, 0.8603, 1.0598, 0.8416, 0.6596, 0.8112, 0.8171, 0.713, 0.7246, 0.463, 0.4681, 0.4681, 0.4774, 0.5023, 0.5374, 0.427, 0.4929, 0.527, 0.4655, 0.526, 0.4091, 0.5466, 0.6491, 0.8664, 0.6701, 0.5921, 0.5972, 0.5575, 0.5696, 0.5496, 0.5363, 0.5856, 0.7028, 0.6146, 0.6742, 0.6002, 0.5733, 0.5477, 0.7093, 0.5633, 0.3998, 0.3135, 0.4746, 0.4945, 0.648, 0.648, 0.687, 0.6472, 0.7164, 0.6301, 0.6886, 0.761, 0.576, 0.5464, 0.6181, 0.5219, 0.4413, 0.4237, 0.5064, 0.4012, 0.3594, 0.3737, 0.279, 0.2429, 0.3149, 0.2614, 0.2176, 0.1365, 0.2577, 0.1628, 0.3354, 0.4689, 0.2982, 0.3311, 0.477, 0.4888, 0.545, 0.5676, 0.594, 0.7123, 0.8836, 0.8836]}
{"unit_id": "orig:2019526943683530821", "ticker_idx": 0, "ts": "2026-02-05T21:41:59+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Reddit is demonstrating incredible financial health. It's no longer just a place for conversation; it's a highly efficient business successfully monetizing user intent.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RDDT post-earnings: 69% revenue growth, $530M profit, 91% gross margin, and $1B buyback signal durable financial strength.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$RDDT up 3% after a great double beat. \n\nIn 2025, the company crossed a massive milestone, generating $2.2 billion in revenue which is a 69% jump, and turning a solid $530 million profit. \n\nThis success is driven by a 19% increase in daily users, now reaching 121 million people globally. By using AI to translate content, Reddit is attracting more international users and advertisers than ever before.\n\nWith a high 91% gross margin and a new $1 billion program to buy back its own stock, Reddit is demonstrating incredible financial health. It’s no longer just a place for conversation; it’s a highly efficient business successfully monetizing user intent.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08024029946205213, "ret_signed_m1d": 0.08024029946205213, "alpha_spy_m1d": 0.0990639580678081, "alpha_c_m1d": 0.07635302736971061, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": 0.0038872720923415205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0136594696209551, "ret_signed_p1d": 0.0136594696209551, "alpha_spy_p1d": 0.008837654057377353, "alpha_c_p1d": 0.003984344304307497, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.009675125316647604, "ret_p1w": -0.0012873341358301538, "ret_signed_p1w": -0.0012873341358301538, "alpha_spy_p1w": 0.011556210560963454, "alpha_c_p1w": 0.008906239962969797, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.010193574098799951, "ret_p1m": -0.006937003561475308, "ret_signed_p1m": -0.006937003561475308, "alpha_spy_p1m": 0.010945409921092608, "alpha_c_p1m": -0.02248635708812685, "bench_spy_p1m": -0.017882413482567916, "bench_c_p1m": 0.015549353526651544, "ret_p3m": 0.19116066207189752, "ret_signed_p3m": 0.19116066207189752, "alpha_spy_p3m": 0.1256917951270331, "alpha_c_p3m": 0.174190463231775, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.01697019884012252, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.006937003561475308, "alpha_spy_stated": 0.010945409921092608, "alpha_c_stated": -0.02248635708812685, "price_path": [0.489, 0.4505, 0.3546, 0.3825, 0.3413, 0.328, 0.3429, 0.3007, 0.3122, 0.3946, 0.5625, 0.4844, 0.4844, 0.5481, 0.5977, 0.5931, 0.5793, 0.593, 0.6742, 0.6946, 0.6886, 0.7029, 0.6702, 0.6075, 0.5626, 0.6019, 0.6258, 0.6544, 0.6677, 0.6674, 0.615, 0.6152, 0.6152, 0.6146, 0.6781, 0.6689, 0.6439, 0.6439, 0.7299, 0.7453, 0.8151, 0.8272, 0.8161, 0.749, 0.7451, 0.8517, 0.8049, 0.6359, 0.6521, 0.6521, 0.6117, 0.5028, 0.5343, 0.5653, 0.5278, 0.4038, 0.3812, 0.3592, 0.2892, 0.2669, 0.1829, 0.092, 0.0802, 0.0, 0.0137, 0.0726, -0.0039, -0.0626, -0.0013, -0.0013, -0.0043, 0.0546, 0.0451, 0.0739, 0.0188, 0.0161, 0.0704, 0.0817, 0.0428, 0.0521, 0.0419, 0.0534, 0.0323, -0.0031, -0.0069, -0.0408, -0.0194, -0.0542, -0.0534, 0.0012, 0.0322, 0.0212, -0.0122, 0.0001, 0.0081, -0.0265, -0.0014, -0.0899, -0.1287, -0.1123, -0.037, -0.0261, -0.0274, -0.0274, -0.0107, 0.0094, 0.037, -0.0104, -0.0007, 0.0681, 0.1052, 0.1334, 0.1618, 0.1714, 0.1892, 0.1215, 0.1751, 0.0939, 0.1077, 0.1457, 0.0579, 0.0566, 0.0529, 0.1906, 0.2091, 0.2274, 0.1912, 0.1725, 0.1142, 0.1407, 0.0895, 0.1022, 0.1179, 0.1312, 0.1379, 0.1076, 0.0493, 0.073, 0.0132, 0.0132, 0.0344, 0.1027, 0.1992, 0.2587, 0.2719, 0.2095, 0.2121, 0.3152, 0.2404, 0.2238, 0.2738, 0.2316, 0.2391, 0.1593, 0.3007, 0.2543, 0.1868, 0.2512, 0.2512, 0.2189, 0.1845, 0.1494, 0.1301, 0.1939, null, null, null, null, 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:1997366424487039293", "ticker_idx": 0, "ts": "2025-12-06T18:03:59+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some more $IREN at $40.24 this week. Unbelievable that it dropped this low", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position at $40.24; expresses disbelief at the dip, implying it's undervalued here.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Agrippa_Inv Bought some more $IREN at $40.24 this week. Unbelievable that it dropped this low", "reply_text": null, "parent_text": "Congrats to every $IREN investor who took advantage of this week's dip.\n\nI firmly believe that buying $IREN below $45 this week is  equivalent to buying it below $10 earlier this year from a risk / reward perspective.\n\nThe energization of $IREN's massive 1.4 GW Sweetwater 1 site", "quoted_text": null, "parent_author": "Agrippa_Inv", "ret_m1d": -0.03517481792723309, "ret_signed_m1d": -0.03517481792723309, "alpha_spy_m1d": -0.038188079500896865, "alpha_c_m1d": -0.03891456562313822, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.003739747695905127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01078981437966342, "ret_signed_p1d": 0.01078981437966342, "alpha_spy_p1d": 0.011652932473897204, "alpha_c_p1d": 0.01452948987687952, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0037396754972160995, "ret_p1w": -0.2343547814974506, "ret_signed_p1w": -0.2343547814974506, "alpha_spy_p1w": -0.23011264788536523, "alpha_c_p1w": -0.26258973942402564, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.028234957926575044, "ret_p1m": -0.009279246952090592, "ret_signed_p1m": -0.009279246952090592, "alpha_spy_p1m": -0.024235009449141254, "alpha_c_p1m": -0.06756510423246564, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.05828585728037505, "ret_p3m": -0.1341173960320069, "ret_signed_p3m": -0.1341173960320069, "alpha_spy_p3m": -0.1336686430387074, "alpha_c_p3m": -0.09539362915493155, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.03872376687707535, "ret_p6m": 0.43720324244327324, "ret_signed_p6m": 0.43720324244327324, "alpha_spy_p6m": 0.3197932556772105, "alpha_c_p6m": 0.4666478172063514, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.029444574763078157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009279246952090592, "alpha_spy_stated": -0.024235009449141254, "alpha_c_stated": -0.06756510423246564, "price_path": [-0.2743, -0.2911, -0.2672, -0.1985, -0.2134, -0.1821, -0.2162, -0.1662, -0.0958, -0.0986, 0.0173, -0.0011, -0.0967, -0.0088, 0.0127, 0.016, 0.0147, 0.0889, 0.2462, 0.331, 0.2967, 0.3779, 0.2898, 0.3841, 0.5011, 0.467, 0.3343, 0.3103, 0.2779, 0.1911, 0.1185, 0.2054, 0.3574, 0.4025, 0.347, 0.3038, 0.2564, 0.311, 0.462, 0.4379, 0.6489, 0.445, 0.3461, 0.2984, 0.2382, 0.202, 0.0498, 0.0006, 0.0231, 0.0542, -0.011, -0.0619, -0.088, 0.0464, 0.0244, 0.0455, 0.0455, 0.0317, 0.0464, -0.1126, -0.0514, 0.0024, -0.0352, 0.0, 0.0108, -0.0522, -0.0518, -0.134, -0.2344, -0.2104, -0.271, -0.2274, -0.1385, -0.0928, -0.0921, -0.0941, -0.0941, -0.1303, -0.1495, -0.1735, -0.1849, -0.1849, -0.0785, 0.041, -0.0093, -0.0586, -0.0142, -0.0067, 0.0861, 0.1435, 0.1411, 0.1198, 0.2477, 0.2477, 0.1709, 0.1541, 0.1278, 0.2231, 0.1299, 0.2946, 0.3582, 0.2913, 0.1597, 0.1454, 0.1737, -0.0302, -0.1413, -0.0973, -0.0041, -0.0736, -0.0792, -0.1362, -0.0889, -0.0889, -0.1159, -0.0919, -0.0658, -0.1372, -0.0859, -0.0192, -0.0498, -0.0453, -0.1163, -0.1068, -0.1616, -0.0539, -0.1341, -0.208, -0.1618, -0.1774, -0.0941, -0.1073, -0.1027, -0.0302, -0.0729, -0.0891, -0.101, -0.109, -0.0902, -0.1126, -0.106, -0.1918, -0.2428, -0.3177, -0.2603, -0.2644, -0.2497, -0.2497, -0.2419, -0.2287, -0.2052, -0.2003, -0.1515, -0.0706, 0.0222, 0.0535, 0.0293, 0.0384, 0.0514, -0.0252, 0.0442, 0.1226, 0.0928, 0.0436, -0.041, -0.0751, -0.0179, -0.0147, 0.0678, 0.1813, 0.3159, 0.2268, 0.3207, 0.1901, 0.2205, 0.1905, 0.2603, 0.1424, 0.0889, 0.0302, 0.1375, 0.2529, 0.2264, 0.2264, 0.29, 0.464, 0.3822, 0.3712, 0.4098, 0.4372]}
{"unit_id": "thread:1975652892972359751", "ticker_idx": 0, "ts": "2025-10-07T20:02:10+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL is quietly building the world's most valuable and irreplicable dataset... Planet Labs is surfing on three waves that will define the stock market for years to come: Space economy, AI, and the environmental wave.", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL: irreplicable Earth-observation dataset + DaaS model with 98% recurring revenue positions it as AI data infrastructure; bull-case PT $55.74.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$PL is quietly building the world's most valuable and irreplicable dataset - A time series archive of our planet itself. \n\nPlanet Labs is surfing on three waves that will define the stock market for years to come: Space economy, AI, and the environmental wave.\n\nA deep dive https://t.co/qCTIms9gEf\n\n---\n\nEvery 24 hours, Planet's fleet of roughly 200 satellites images the entire landmass of Earth. \n\nThe result? An ever-growing dataset of planetary change. Over 30 terabytes of new data are added daily, feeding an archive that already exceeds 500 petabytes. \n\nBut this isn't about the pictures. This is structured queryable data. What $PL has built is a time machine for Earth.\n\n---\n\n$PL is not a Satellite company. It works as a Data-as-a-Service business. Instead of selling images, Planet operates a subscription model. Governments, private companies, and NGO's pay for continuous access to the data feed. \n\nThis structure gives $PL predictable, sticky revenue. In fact, 98% of its annual contract value is recurring. It evolved to a SaaS company with an enormous data moat.\n\n---\n\n$PL's customer base spans over 700 organizations across government, defense, and commercial sectors.\n\nDefense and intelligence agencies use it to monitor troop movements and detect covert infrastructure. \n\nCivil governments rely on it to monitor deforestation, plan urban development, or coordinate disaster response. \n\nIn agriculture, $PL's data helps farmers detect stress in crops, optimize irrigation, and prevent disease outbreaks. In insurance, it allows constant post-disaster assessments.\n\n---\n\nThe global Earth Observation market is about $12 billion today and expected to grow to $30 billion by 2030. \n\nThe geospatial AI and analytics market is projected to grow from $60 billion in 2025 to nearly $470 billion by 2034. \n\n$PL is sitting on the fuel for that AI engine. Planet's dataset becomes the training ground for machine learning systems that interpret the physical planet.\n\n---\n\n$PL is still working toward consistent profitability. It's a capital-intensive business. But the numbers are moving in the right direction. A positive free cash flow and a backlog of $736M are a first step in the right direction. \n\nCompetition exists in the space economy (Maxar, $AIR, and $BKSY), but none combine global coverage, daily frequency, and a deep time-series archive. \n\nExecutive risks are available, but with the large cluster of satellites, a failed lift-off wouldn't be catastrophic.\n\n---\n\n$PL went parabolic in the last couple of months, but is it overvalued at the moment? I simulated three scenarios:\n\nIn the bear case; the top line would grow in line with the general market growth (15%), but the company keeps struggling with profitability, and the FCF will stay around 10%. In this case, the price target is only $10. \n\nIn the neutral case; the top line would grow 25%. This is in line with the mid-range of analyst forecasts. Thanks to the successful DaaS-model, the FCF margin expands to 18%. The price target in this simulation is $25.6. \n\nThe bull case imagines that $PL would be the data infrastructure for AI systems that interpret the physical world. We simulated a revenue CAGR of 35% with an expanding FCF margin of 25%. Price target in a full bull case $55.74.\n\n---\n\n$PL isn’t just capturing images — it’s building the world’s first searchable database of Earth. \n\nAs AI begins to understand the physical world, this data will be indispensable. \n\nThe only question is — will you spot it before the market does?\n\n(This is not financial advice. This analysis is for informational and educational purposes only. 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{"unit_id": "orig:1988217473662153070", "ticker_idx": 0, "ts": "2025-11-11T12:09:19+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 reported a strong Q3 2025, selling out all capacity and posting +355% YoY group revenue growth", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NBIS: sold-out capacity, +355% YoY revenue, $4.3B funding, targeting $7-9B run-rate revenue by CYE 2026.", "resolved_tickers": ["NBIS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$NBIS reported a strong Q3 2025, selling out all capacity and posting +355% YoY group revenue growth. \n\nThe company secured $4.3B in funding, raised its power guidance to >2.5GW, and is targeting $7-9B in run-rate revenue by CYE 2026, supported by clients like $MSFT and $META. https://t.co/0FXowTxhpf", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07562116645693662, "ret_signed_m1d": 0.07562116645693662, "alpha_spy_m1d": 0.07790520522567668, "alpha_c_m1d": 0.08367715002503029, "bench_spy_m1d": -0.00228403876874006, "bench_c_m1d": -0.008055983568093672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.07744946145703735, "alpha_c_p1d": -0.07111378368389709, "bench_spy_p1d": 0.0005564804700675108, "bench_c_p1d": -0.005779197303072747, "ret_p1w": -0.11426335517212038, "ret_signed_p1w": -0.11426335517212038, "alpha_spy_p1w": -0.0807055825248475, "alpha_c_p1w": -0.09333517681078496, "bench_spy_p1w": -0.03355777264727289, "bench_c_p1w": -0.020928178361335426, "ret_p1m": -0.08442579514531079, "ret_signed_p1m": -0.08442579514531079, "alpha_spy_p1m": -0.09111698623787501, "alpha_c_p1m": -0.1095572712266849, "bench_spy_p1m": 0.006691191092564219, "bench_c_p1m": 0.025131476081374116, "ret_p3m": -0.15769910540088283, "ret_signed_p3m": -0.15769910540088283, "alpha_spy_p3m": -0.17184367481015295, "alpha_c_p3m": -0.1746411213699356, "bench_spy_p3m": 0.014144569409270114, "bench_c_p3m": 0.01694201596905276, "ret_p6m": 0.9085305616135924, "ret_signed_p6m": 0.9085305616135924, "alpha_spy_p6m": 0.8279910963268098, "alpha_c_p6m": 0.8743308374246697, "bench_spy_p6m": 0.08053946528678257, "bench_c_p6m": 0.0341997241889227, "ret_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": -0.1746411213699356, "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:2025570340345094308", "ticker_idx": 0, "ts": "2026-02-22T13:56:17+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 massive advantage of owning the entire stack is compounding cost efficiency. By controlling everything from silicon to the models, $GOOGL can optimize pricing and performance in ways competitors simply can't match.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL: full-stack ownership compounds cost efficiency and pricing power in ways rivals cannot replicate.", "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": "@StockSavvyShay @fiscal_ai The massive advantage of owning the entire stack is compounding cost efficiency. By controlling everything from silicon to the models, $GOOGL can optimize pricing and performance in ways competitors simply can't match.", "reply_text": null, "parent_text": "$GOOGL CLOUD HAS A RULE-OF-40 SCORE OF 78\n\nGoogle spent a decade building TPUs before anyone cared about custom AI chips, built BigQuery before enterprises modernized data stacks & kept investing in Gemini while the market fixated on OpenAI.\n\nNow those bets are converging into a https://t.co/aGRyd3OGZn", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.011204246571512533, "ret_signed_m1d": 0.011204246571512533, "alpha_spy_m1d": 0.0008875327920268017, "alpha_c_m1d": -0.0012784093848572375, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.01248265595636977, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0018940250460213193, "ret_signed_p1d": -0.0018940250460213193, "alpha_spy_p1d": -0.00916250031621968, "alpha_c_p1d": -0.00882884869271039, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.00693482364668907, "ret_p1w": -0.015955544808108235, "ret_signed_p1w": -0.015955544808108235, "alpha_spy_p1w": -0.02180267771499389, "alpha_c_p1w": -0.03771350161574383, "bench_spy_p1w": 0.005847132906885655, "bench_c_p1w": 0.021757956807635592, "ret_p1m": -0.06692195669160217, "ret_signed_p1m": -0.06692195669160217, "alpha_spy_p1m": -0.02673061723175907, "alpha_c_p1m": -0.03332824291337222, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.03359371377822995, "ret_p3m": 0.2454104939013413, "ret_signed_p3m": 0.2454104939013413, "alpha_spy_p3m": 0.15402825980867285, "alpha_c_p3m": 0.23578423787794667, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.00962625602339462, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06692195669160217, "alpha_spy_stated": -0.02673061723175907, "alpha_c_stated": -0.03332824291337222, "price_path": [0.0265, 0.0265, 0.0272, 0.0103, 0.0132, 0.0255, 0.019, 0.0307, 0.0072, 0.0179, 0.028, 0.003, -0.0071, -0.0105, -0.0158, -0.0474, -0.029, -0.0139, -0.0055, 0.0092, 0.0083, 0.0083, 0.0065, 0.0066, 0.0076, 0.0048, 0.0048, 0.0118, 0.0162, 0.0091, 0.0337, 0.0448, 0.0548, 0.0654, 0.0786, 0.0782, 0.0683, 0.0594, 0.0594, 0.0337, 0.0542, 0.0612, 0.0528, 0.0699, 0.074, 0.0787, 0.0859, 0.0851, 0.1034, 0.0906, 0.0692, 0.0634, 0.0365, 0.0412, 0.0228, -0.0017, -0.008, -0.0185, -0.0185, -0.0304, -0.0262, -0.0277, 0.0112, 0.0, -0.0019, 0.0045, -0.0132, 0.0009, -0.016, -0.0254, -0.0268, -0.0341, -0.0416, -0.0158, -0.0136, -0.0083, -0.0248, -0.0289, -0.0183, -0.0011, -0.0115, -0.0133, -0.033, -0.0296, -0.0669, -0.0653, -0.0975, -0.1186, -0.1213, -0.0762, -0.0446, -0.0498, -0.0498, -0.0362, -0.0187, 0.0194, 0.0232, 0.0192, 0.0323, 0.0695, 0.083, 0.0795, 0.0977, 0.084, 0.0675, 0.0901, 0.0887, 0.1064, 0.1255, 0.1237, 0.1242, 0.2362, 0.2391, 0.2312, 0.2479, 0.2788, 0.2786, 0.2876, 0.2486, 0.2444, 0.2935, 0.2885, 0.2747, 0.2752, 0.2454, 0.2494, 0.2454, 0.2303, 0.2303, 0.2493, 0.2492, 0.2533, 0.2219, 0.2091, 0.1625, 0.1533, 0.1957, 0.184, 0.1679, 0.1709, 0.1456, 0.1501, 0.1562, 0.1873, 0.1998, 0.1694, 0.1831, 0.1831, 0.1241, 0.1127, 0.11, 0.1049, 0.0846, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2006788803999289593", "ticker_idx": 0, "ts": "2026-01-01T18:05:09+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HIMS is a very strong pick for 2026", "tweet_type": "prediction", "timeline": "months", "summary": "High-conviction long HIMS into 2026, plans to keep adding.", "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": "@meeijer I’ll keep adding as well, $HIMS is a very strong pick for 2026 👌🏼", "reply_text": null, "parent_text": "$HIMS is a long-term position I plan to keep adding to.\n\nThis isn’t a short-term trade for me, it’s a high-conviction, long-term investment. \n\nI believe in the management team, like the ongoing product expansions, and am strongly aligned with the overall vision and business https://t.co/aY340n24n9", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.028135247859984558, "ret_signed_m1d": -0.028135247859984558, "alpha_spy_m1d": -0.026305608474353925, "alpha_c_m1d": -0.026305608474353925, "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": 0.038910483178623556, "ret_signed_p1d": 0.038910483178623556, "alpha_spy_p1d": 0.03225036588626362, "alpha_c_p1d": 0.03225036588626362, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": -0.05148157202065118, "ret_signed_p1w": -0.05148157202065118, "alpha_spy_p1w": -0.06743664539663619, "alpha_c_p1w": -0.06743664539663619, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": -0.20862015400141876, "ret_signed_p1m": -0.20862015400141876, "alpha_spy_p1m": -0.22653671648165918, "alpha_c_p1m": -0.22653671648165918, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.40616581133792884, "ret_signed_p3m": -0.40616581133792884, "alpha_spy_p3m": -0.3679022685395821, "alpha_c_p3m": -0.3679022685395821, "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": -0.20862015400141876, "alpha_spy_stated": -0.22653671648165918, "alpha_c_stated": -0.22653671648165918, "price_path": [0.7351, 0.7411, 0.7435, 0.6148, 0.6381, 0.6169, 0.8785, 0.7704, 0.49, 0.5373, 0.4774, 0.4205, 0.4514, 0.46, 0.4436, 0.4104, 0.3957, 0.3188, 0.3607, 0.3286, 0.2808, 0.3089, 0.2427, 0.2281, 0.2287, 0.1898, 0.1679, 0.079, 0.1069, 0.065, 0.0853, 0.0724, 0.0063, 0.0389, 0.1308, 0.1101, 0.1494, 0.1494, 0.1901, 0.1227, 0.0868, 0.1095, 0.1978, 0.1733, 0.1709, 0.1919, 0.1338, 0.1305, 0.1137, 0.085, 0.1033, 0.0467, 0.0407, 0.0644, 0.0491, 0.0416, 0.0377, 0.0377, 0.0269, 0.0207, -0.0111, -0.0281, -0.0281, 0.0, 0.0389, 0.0614, 0.0614, 0.0138, -0.0515, -0.032, -0.0362, -0.0626, -0.0652, -0.0608, -0.0608, -0.088, -0.1353, -0.0865, -0.1134, -0.0937, -0.1116, -0.1419, -0.106, -0.1892, -0.2086, -0.2356, -0.2697, -0.2972, -0.311, -0.4214, -0.484, -0.5004, -0.5271, -0.5121, -0.5121, -0.513, -0.5259, -0.5265, -0.5322, -0.5358, -0.5373, -0.5265, -0.5331, -0.5654, -0.5067, -0.5265, -0.5076, -0.5247, -0.5289, -0.3367, -0.2975, -0.2254, -0.2864, -0.2586, -0.2553, -0.2523, -0.3071, -0.2769, -0.3409, -0.3277, -0.3613, -0.3762, -0.3756, -0.4199, -0.4379, -0.3786, -0.4062, -0.4271, -0.4271, -0.3915, -0.4163, -0.4196, -0.4089, -0.4184, -0.367, -0.3607, -0.273, -0.1922, -0.1374, -0.0718, -0.1092, -0.1317, -0.1574, -0.0853, -0.1203, -0.1646, -0.2119, -0.1868, -0.1796, -0.1838, -0.2119, -0.1955, -0.2323, -0.1538, -0.1278, -0.2508, -0.2775, -0.2745, -0.2502, -0.3328, -0.3283, -0.3104, -0.2814, -0.2891, -0.2891, -0.2861, -0.2457, -0.2403, -0.2173, -0.1691, -0.1766, -0.1766, -0.1616, -0.2161, -0.1868, -0.1326, -0.1685, -0.1359, -0.1972, -0.097, -0.0581, -0.0455, 0.0617, 0.0617, 0.0039, -0.0135, -0.0213, -0.021, 0.0159, null]}
{"unit_id": "reply:1993012168867168302", "ticker_idx": 0, "ts": "2025-11-24T17:41:44+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 can easily go to $127", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN with a $127 price target.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@FL0WG0D He'll make a lot of money! $IREN can easily go to $127. https://t.co/P3CoPzJJaa", "reply_text": null, "parent_text": "$IREN - $14.1M into these calls https://t.co/I7NU2y5SKa", "quoted_text": null, "parent_author": "FL0WG0D", "ret_m1d": -0.12848016377157978, "ret_signed_m1d": -0.12848016377157978, "alpha_spy_m1d": -0.1139752346521733, "alpha_c_m1d": -0.12424037498565665, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.0042397887859231265, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021035273715336422, "ret_signed_p1d": -0.021035273715336422, "alpha_spy_p1d": -0.030441294673066444, "alpha_c_p1d": -0.03356176681442491, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.012526493099088487, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": -0.017256611270439537, "alpha_c_p1w": -0.019271550740437515, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.019271550740437515, "ret_p1m": -0.13239846899187757, "ret_signed_p1m": -0.13239846899187757, "alpha_spy_p1m": -0.16419442726488764, "alpha_c_p1m": -0.2043532164012034, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.07195474740932584, "ret_p3m": -0.10723861792004519, "ret_signed_p3m": -0.10723861792004519, "alpha_spy_p3m": -0.1338152054403049, "alpha_c_p3m": -0.11576180032583705, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.008523182405791863, "ret_p6m": -0.01546710608453239, "ret_signed_p6m": -0.01546710608453239, "alpha_spy_p6m": -0.11891382701734177, "alpha_c_p6m": -0.008764239468519786, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": -0.006702866616012604, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13239846899187757, "alpha_spy_stated": -0.16419442726488764, "alpha_c_stated": -0.2043532164012034, "price_path": [-0.539, -0.5249, -0.4539, -0.4539, -0.3997, -0.4182, -0.4611, -0.4607, -0.4599, -0.3774, -0.3065, -0.3225, -0.2996, -0.2341, -0.2483, -0.2184, -0.251, -0.2031, -0.1359, -0.1386, -0.0278, -0.0454, -0.1367, -0.0528, -0.0322, -0.0291, -0.0303, 0.0406, 0.191, 0.272, 0.2392, 0.3168, 0.2326, 0.3227, 0.4345, 0.4019, 0.2751, 0.2522, 0.2213, 0.1383, 0.0689, 0.152, 0.2972, 0.3403, 0.2873, 0.246, 0.2007, 0.2528, 0.3972, 0.3741, 0.5758, 0.3809, 0.2865, 0.2409, 0.1833, 0.1487, 0.0033, -0.0437, -0.0223, 0.0074, -0.0549, -0.1035, -0.1285, 0.0, -0.021, -0.0008, -0.0008, -0.014, 0.0, -0.152, -0.0934, -0.0421, -0.078, -0.0443, -0.034, -0.0942, -0.0938, -0.1724, -0.2683, -0.2454, -0.3034, -0.2617, -0.1767, -0.133, -0.1324, -0.1343, -0.1343, -0.1689, -0.1873, -0.2101, -0.2211, -0.2211, -0.1194, -0.0052, -0.0532, -0.1003, -0.058, -0.0507, 0.0379, 0.0928, 0.0905, 0.0701, 0.1924, 0.1924, 0.119, 0.1029, 0.0777, 0.1689, 0.0798, 0.2372, 0.298, 0.2341, 0.1083, 0.0947, 0.1217, -0.0732, -0.1794, -0.1373, -0.0483, -0.1147, -0.12, -0.1745, -0.1293, -0.1293, -0.1551, -0.1322, -0.1072, -0.1755, -0.1264, -0.0627, -0.092, -0.0876, -0.1555, -0.1464, -0.1988, -0.0959, -0.1725, -0.2431, -0.199, -0.2139, -0.1343, -0.1468, -0.1425, -0.0732, -0.114, -0.1295, -0.1409, -0.1485, -0.1305, -0.152, -0.1456, -0.2277, -0.2763, -0.3479, -0.2931, -0.297, -0.2829, -0.2829, -0.2755, -0.2629, -0.2405, -0.2357, -0.1891, -0.1118, -0.0231, 0.0068, -0.0163, -0.0076, 0.0047, -0.0685, -0.0021, 0.0728, 0.0443, -0.0027, -0.0835, -0.1161, -0.0615, -0.0584, 0.0204, 0.1289, 0.2576, 0.1724, 0.2621, 0.1373, 0.1664, 0.1378, 0.2044, 0.0918, 0.0406, -0.0155]}
{"unit_id": "thread:1981377650581975428", "ticker_idx": 0, "ts": "2025-10-23T15:10:18+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The Neutral Case ($22.94): assumes strong execution, building 1,500MW with a healthy 45% FCF margin and being competitive. This target is above the current price.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "CIFR neutral-case PT $22.94 is above current price; bull case $61.19 on full 2.4GW pipeline execution, with bear case $5.04 for poor execution.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$CIFR has seen massive valuation growth this year, riding the AI datacenter wave. After a recent pullback from its highs, many investors are asking if this is a dip-buying opportunity or a signal of underlying risk. \n\nLet's dig into $CIFR 🧵 https://t.co/yoPDkBDcxv\n\n---\n\n2/8 First, what is the \"Datacenter Wave\"? We are in a seismic shift in digital infrastructure, driven by an exponential demand for Artificial Intelligence compute. \n\nThis AI demand is creating a powerful economic incentive, as AI workloads can command revenue per megawatt (MW) that is an order of magnitude higher than traditional data center services. This has triggered a critical race among all companies to secure the single biggest bottleneck: low-cost, reliable, grid-scale power. \n\nAccess to power, not just technology, has now become the primary competitive differentiator for who will win this new wave. Companies like $CIRF, $CRWV, $NBIS, and $IREN are pulling this wave.\n\n---\n\n3/8 So, how does $CIFR position itself? Cipher Mining is a Hybrid and Pivoting Player. Instead of being a pure-play AI company, it is leveraging its core competency from Bitcoin mining. \n\n$CIFR is securing massive, low-cost power contracts and building industrial-scale data centers to pivot into the more lucrative AI/HPC hosting market. \n\nIts primary differentiator is its Large-Scale Power Pipeline. While it has 168MW contracted for AI, it holds a total HPC development pipeline of 2.4GW, giving it the raw assets needed to expand. This vertical integration strategy, focusing on power first, is what separates it from asset-light cloud providers.\n\n---\n\n4/8 The numbers show the story of a company in a high-growth, high-investment phase. $CIFR's TTM revenues are $158.85M. \n\nHowever, as the chart shows, its Free Cash Flow is deeply negative. This negative FCF is a defining characteristic of the entire sector. It is not a sign of a broken business, but a direct result of extreme capital intensity. \n\nFCF equals Operating Cash Flow minus Capital Expenditures , and $CIFR is spending heavily on CAPEX to build out its new data centers to meet future demand.\n\n---\n\n5/8 The future for $CIFR is entirely dependent on successfully executing this pivot. \n\nThe biggest opportunity is its existing $3B, 10-year AI hosting contract. This deal, backed by Google, provides a stable, long-term revenue stream, which is a stark contrast to the volatility of crypto mining. \n\nThis single 168MW contract is just the beginning. The real prize is successfully developing the rest of its massive 2.4GW HPC development pipeline to secure more high-value tenants.\n\n---\n\n6/8 The potential is high, but the risks are significant. The primary risk is execution. $CIFR must manage its extreme capital intensity, as building these data centers costs billions. \n\nThis requires constant access to capital markets, often through convertible debt, which can be dilutive.\n\nSecond is customer concentration risk. A large portion of its future AI revenue is tied to the single Fluidstack contract. Any issues with that partnership would be a major blow. \n\nFinally, there is simple construction and timeline risk in getting its large-scale facilities built and operational on schedule.\n\n---\n\n7/8 Based on these factors, we can look at three valuation scenarios. \n\nThe Bear Case ($5.04): assumes $CIFR fumbles its execution, building out only 500MW with poor 20% FCF margins, and losing out to competitors. This price is far below the current market. \n\nThe Neutral Case ($22.94): assumes strong execution, building 1,500MW with a healthy 45% FCF margin and being competitive. This target is above the current price. \n\nThe Bull Case ($61.19): assumes flawless execution and building out the full 2,600MW pipeline, achieving excellent 55% FCF margins, and winning against competition, all while Bitcoin sees high growth.\n\n---\n\n8/8 In conclusion, $CIFR is a high-risk, high-reward \"hybrid\" player. Its valuation is no longer just about Bitcoin; it's a bet on the company's ability to execute its massive 2.4GW power pipeline and transition into a major AI/HPC data center provider. The current negative FCF is a planned part of its high-CAPEX growth phase. \n\n(This is not financial advice and is for informational purposes only. 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{"unit_id": "reply:1986445984193520086", "ticker_idx": 0, "ts": "2025-11-06T14:50:03+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there are less risky players on the market like $FLNC or $AMPX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers FLNC and AMPX as lower-risk ways to play the energy storage wave.", "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": "@Iron_Mind001 Bullish on the energy storage wave but I think there are less risky players on the market like $FLNC or $AMPX.", "reply_text": null, "parent_text": "@Kaizen_Investor What’s your take on it? Bullish or bearish?", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": 0.045408659555393305, "ret_signed_m1d": 0.045408659555393305, "alpha_spy_m1d": 0.034562927884632, "alpha_c_m1d": 0.034562927884632, "bench_spy_m1d": 0.010845731670761305, "bench_c_m1d": 0.010845731670761305, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04894052652061487, "ret_signed_p1d": 0.04894052652061487, "alpha_spy_p1d": 0.0479559614419558, "alpha_c_p1d": 0.0479559614419558, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.000984565078659072, "ret_p1w": -0.18012107718429915, "ret_signed_p1w": -0.18012107718429915, "alpha_spy_p1w": -0.18270202585002715, "alpha_c_p1w": -0.18270202585002715, "bench_spy_p1w": 0.002580948665728, "bench_c_p1w": 0.002580948665728, "ret_p1m": 0.20887989169493038, "ret_signed_p1m": 0.20887989169493038, "alpha_spy_p1m": 0.18593532048706907, "alpha_c_p1m": 0.18593532048706907, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.02294457120786131, "ret_p3m": 0.6261352188947231, "ret_signed_p3m": 0.6261352188947231, "alpha_spy_p3m": 0.5944222895739912, "alpha_c_p3m": 0.5944222895739912, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.031712929320731886, "ret_p6m": -0.3849646938407073, "ret_signed_p6m": -0.3849646938407073, "alpha_spy_p6m": -0.46618589606958494, "alpha_c_p6m": -0.46618589606958494, "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": 0.20887989169493038, "alpha_spy_stated": 0.18593532048706907, "alpha_c_stated": 0.18593532048706907, "price_path": [-0.5388, -0.6282, -0.6191, -0.6183, -0.5989, -0.5933, -0.6054, -0.6226, -0.6549, -0.6196, -0.6231, -0.6176, -0.6327, -0.609, -0.6266, -0.6266, -0.6504, -0.6594, -0.6594, -0.6191, -0.6362, -0.6579, -0.6589, -0.6498, -0.6468, -0.6271, -0.6216, -0.6246, -0.6004, -0.5277, -0.4652, -0.4849, -0.4359, -0.4082, -0.3991, -0.4248, -0.4551, -0.3214, -0.3416, -0.3042, -0.2301, -0.3022, -0.2452, -0.2482, -0.3396, -0.1983, -0.0691, 0.0817, -0.0121, -0.0754, -0.0691, -0.1796, -0.2321, -0.1912, -0.0151, -0.0545, -0.0868, 0.0232, 0.0328, 0.0595, 0.0499, -0.0323, 0.0454, 0.0, 0.0489, 0.0994, 0.0459, -0.0308, -0.1801, -0.0964, -0.1307, -0.1413, -0.1519, -0.2175, -0.223, -0.2028, -0.1539, -0.0419, -0.0419, -0.0091, -0.0217, 0.0071, 0.0015, 0.1776, 0.2089, 0.1534, 0.2079, 0.2013, 0.3012, 0.1196, 0.0858, 0.0752, -0.0631, -0.0257, 0.0071, 0.0318, -0.0076, 0.0005, 0.0005, 0.0197, 0.0076, 0.002, -0.002, -0.002, 0.1609, 0.1226, 0.1014, 0.0373, 0.0686, 0.1705, 0.1746, 0.2018, 0.1428, 0.2866, 0.3663, 0.3663, 0.2871, 0.329, 0.3759, 0.3592, 0.3683, 0.4349, 0.5636, 0.5928, 0.5525, 0.5585, 0.6261, 0.4627, -0.0439, -0.0192, -0.0212, -0.0419, -0.116, -0.1201, -0.0686, -0.0686, -0.1029, -0.1206, -0.1645, -0.165, -0.1892, -0.168, -0.1761, -0.1826, -0.2159, -0.2371, -0.2472, -0.2028, -0.2048, -0.2543, -0.2079, -0.1483, -0.1367, -0.1715, -0.1736, -0.1534, -0.1675, -0.1932, -0.1912, -0.2366, -0.225, -0.1852, -0.1751, -0.2452, -0.2861, -0.3441, -0.3058, -0.3431, -0.329, -0.329, -0.334, -0.3315, -0.338, -0.3158, -0.3047, -0.3113, -0.2533, -0.2326, -0.2442, -0.3171, -0.3628, -0.3557, -0.3189, -0.3179, -0.3249, -0.3259, -0.3769, -0.4031, -0.3855, -0.385]}
{"unit_id": "reply:1986445984193520086", "ticker_idx": 1, "ts": "2025-11-06T14:50:03+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there are less risky players on the market like $FLNC or $AMPX", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers FLNC and AMPX as lower-risk ways to play the energy storage wave.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Iron_Mind001 Bullish on the energy storage wave but I think there are less risky players on the market like $FLNC or $AMPX.", "reply_text": null, "parent_text": "@Kaizen_Investor What’s your take on it? Bullish or bearish?", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": 0.15808167822283892, "ret_signed_m1d": 0.15808167822283892, "alpha_spy_m1d": 0.1472359465520776, "alpha_c_m1d": 0.1540840745053933, "bench_spy_m1d": 0.010845731670761305, "bench_c_m1d": 0.003997603717445619, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13055055803497706, "ret_signed_p1d": 0.13055055803497706, "alpha_spy_p1d": 0.129565992956318, "alpha_c_p1d": 0.12570090015283042, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.004849657882146641, "ret_p1w": 0.04085257804587572, "ret_signed_p1w": 0.04085257804587572, "alpha_spy_p1w": 0.03827162938014772, "alpha_c_p1w": 0.044719150822165155, "bench_spy_p1w": 0.002580948665728, "bench_c_p1w": -0.003866572776289434, "ret_p1m": 0.08170515609175122, "ret_signed_p1m": 0.08170515609175122, "alpha_spy_p1m": 0.05876058488388991, "alpha_c_p1m": 0.0686636939276668, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.013041462164084416, "ret_p3m": 0.3037300183637355, "ret_signed_p3m": 0.3037300183637355, "alpha_spy_p3m": 0.2720170890430036, "alpha_c_p3m": 0.19278816816044597, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.1109418502032895, "ret_p6m": 0.8534636247787959, "ret_signed_p6m": 0.8534636247787959, "alpha_spy_p6m": 0.7722424225499183, "alpha_c_p6m": 0.7128905242911772, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.14057310048761873, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08170515609175122, "alpha_spy_stated": 0.05876058488388991, "alpha_c_stated": 0.0686636939276668, "price_path": [-0.3171, -0.3108, -0.3188, -0.3393, -0.3686, -0.3597, -0.4014, -0.4014, -0.397, -0.3632, -0.3179, -0.3064, -0.3517, -0.3446, -0.3703, -0.3703, -0.3499, -0.3703, -0.3845, -0.3686, -0.3171, -0.3055, -0.3455, -0.2771, -0.278, -0.2567, -0.1883, -0.0773, 0.0187, 0.0453, 0.071, 0.0382, -0.0151, -0.0169, -0.0293, -0.0524, -0.0657, 0.0693, 0.1092, 0.1314, 0.1936, 0.1252, 0.103, 0.1377, 0.0595, 0.1456, 0.1767, 0.2975, 0.135, 0.0515, 0.2016, 0.0844, 0.0115, 0.0355, 0.1448, 0.1217, 0.0568, 0.1101, 0.0915, 0.2513, 0.2043, 0.0746, 0.1581, 0.0, 0.1306, 0.2069, 0.1474, 0.0986, 0.0409, 0.0027, -0.0737, -0.0524, -0.04, -0.0853, -0.1021, -0.0409, -0.0471, -0.04, -0.04, 0.0053, -0.0577, -0.0355, 0.0231, 0.0853, 0.0817, 0.048, 0.0391, -0.0195, 0.016, -0.0311, -0.1075, -0.087, -0.2202, -0.1874, -0.1696, -0.1945, -0.2256, -0.2425, -0.2425, -0.2655, -0.2966, -0.3046, -0.2993, -0.2993, -0.2238, -0.1821, -0.1838, -0.2096, -0.1794, -0.1581, -0.111, -0.1412, -0.0799, -0.0986, -0.0231, -0.0231, -0.008, 0.0009, 0.0613, -0.008, -0.032, 0.0284, 0.0639, 0.206, 0.1048, 0.1679, 0.3037, 0.1012, -0.0604, 0.087, 0.1092, 0.0258, -0.0133, -0.095, -0.1146, -0.1146, -0.1323, -0.1199, -0.0808, -0.1545, -0.0941, -0.0409, -0.0178, 0.0231, -0.0471, 0.0293, 0.0329, 0.1146, 0.3224, 0.4503, 0.5737, 0.5986, 0.651, 0.6243, 0.5941, 0.6599, 0.7211, 0.6785, 0.6972, 0.6163, 0.659, 0.5773, 0.5924, 0.524, 0.4316, 0.3073, 0.4973, 0.3783, 0.421, 0.421, 0.5595, 0.4831, 0.5027, 0.4343, 0.5293, 0.6332, 0.5888, 0.6252, 0.6989, 0.6581, 0.7416, 0.9032, 1.0151, 0.9298, 0.8348, 0.9023, 0.7487, 0.8064, 0.8703, 0.8535]}
{"unit_id": "orig:2019018219286151552", "ticker_idx": 0, "ts": "2026-02-04T12:00:29+00:00", "symbol": "UBER", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Uber is pivoting to become the global facilitator for self-driving cars. By combining record cash levels with a clear strategy to dominate the AV market, Uber is no longer just a ride-hailing app—it's the operating system for global movement.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long UBER into 2026 on record $10B FCF, AV market domination strategy, and accelerating Delivery profitability despite Q4 EPS miss.", "resolved_tickers": ["UBER"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$UBER down 8% after a strong EPS miss in Q4. They did beat revenue estimates but this wasn't enough to convince investors. \n\nGrowth remains explosive, with trips and gross bookings both surging 22%. Uber now serves over 200 million monthly users, proving its platform is more essential to daily life than ever.\n\nThe big story is profitability. Uber generated a record $10 billion in free cash flow for the year, a massive milestone that allows it to invest heavily in its next chapter: Autonomous Vehicles (AVs). While Mobility (rides) provides the bulk of profits, Delivery is seeing its earnings grow at a faster clip.\n\nLooking ahead to 2026, Uber is pivoting to become the global facilitator for self-driving cars. By combining record cash levels with a clear strategy to dominate the AV market, Uber is no longer just a ride-hailing app—it’s the operating system for global movement.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05424786574081808, "ret_signed_m1d": 0.05424786574081808, "alpha_spy_m1d": 0.049380434891770575, "alpha_c_m1d": 0.049380434891770575, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.004867430849047505, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01745131151896162, "ret_signed_p1d": 0.01745131151896162, "alpha_spy_p1d": 0.029940595579285856, "alpha_c_p1d": 0.029940595579285856, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012489284060324235, "ret_p1w": -0.03936683042204636, "ret_signed_p1w": -0.03936683042204636, "alpha_spy_p1w": -0.04777558480488475, "alpha_c_p1w": -0.04777558480488475, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.00840875438283839, "ret_p1m": 0.020562828870570815, "ret_signed_p1m": 0.020562828870570815, "alpha_spy_p1m": 0.02767453762914751, "alpha_c_p1m": 0.02767453762914751, "bench_spy_p1m": -0.007111708758576696, "bench_c_p1m": -0.007111708758576696, "ret_p3m": 0.00013531028785473964, "ret_signed_p3m": 0.00013531028785473964, "alpha_spy_p3m": -0.04909430005209825, "alpha_c_p3m": -0.04909430005209825, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.04922961033995299, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.00013531028785473964, "alpha_spy_stated": -0.04909430005209825, "alpha_c_stated": -0.04909430005209825, "price_path": [0.2445, 0.273, 0.2662, 0.2658, 0.2416, 0.2394, 0.2461, 0.2292, 0.2112, 0.1277, 0.1346, 0.1322, 0.1322, 0.1588, 0.1588, 0.1843, 0.1711, 0.1847, 0.2267, 0.2309, 0.2354, 0.2523, 0.205, 0.1385, 0.1558, 0.1514, 0.1074, 0.0947, 0.0706, 0.0781, 0.0729, 0.0993, 0.0954, 0.0978, 0.0978, 0.0993, 0.1025, 0.1109, 0.1054, 0.1054, 0.1209, 0.0923, 0.1572, 0.166, 0.1849, 0.1558, 0.1454, 0.1554, 0.1452, 0.1415, 0.1479, 0.1479, 0.1326, 0.1399, 0.1169, 0.1135, 0.109, 0.099, 0.0793, 0.1052, 0.0829, 0.0936, 0.0542, 0.0, 0.0175, 0.0115, -0.0001, -0.0057, -0.0394, -0.0365, -0.0532, -0.0532, -0.0459, -0.0156, -0.0133, -0.0008, -0.0433, -0.0344, -0.0147, 0.0119, 0.0203, 0.0275, 0.033, 0.0369, 0.0206, 0.0164, -0.0011, -0.0211, 0.0142, -0.0129, -0.008, 0.01, 0.0524, 0.0371, 0.0192, -0.0004, 0.0162, -0.0214, -0.0114, -0.0456, -0.0641, -0.0542, -0.0269, -0.0299, -0.0281, -0.0281, -0.0237, -0.0296, -0.0208, -0.0285, -0.0465, -0.0214, -0.0137, 0.0455, 0.0346, 0.0433, 0.0483, 0.0452, 0.0225, 0.0106, 0.0097, 0.0318, 0.0026, 0.0074, 0.0093, 0.0162, 0.0001, -0.0131, 0.071, 0.038, 0.0207, 0.0302, 0.033, 0.0106, 0.0104, 0.0158, 0.0157, 0.0023, 0.0092, -0.0042, -0.0284, -0.0284, -0.0514, -0.0432, -0.0406, -0.0476, -0.002, -0.0311, -0.0302, -0.0231, -0.0434, -0.0522, -0.0479, -0.0718, -0.0591, -0.0686, -0.0145, -0.0091, -0.0407, -0.0308, -0.0308, -0.0337, -0.0575, -0.0009, -0.0226, 0.0308, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031792782537293970", "ticker_idx": 0, "ts": "2026-03-11T18:02:02+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Last Monday, I took a position in $POET at $6.52. POET Technologies is a premier high-reward investment for the upcoming AI supercycle.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long POET at $6.52; thesis: disruptive photonics interposer solves AI data-center bandwidth bottleneck, $350M cash runway, tier-1 partners, ~2.7% silicon photonics market share justifies current valuation.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Last Monday, I took a position in $POET at $6.52.\n\nHere is my business case\n\nAs artificial intelligence models continue to grow in complexity, the conventional copper cables used to transport data within a hyperscale data center are no longer sufficient, having reached their physical limits in term of bandwidth, latency, and thermal dissipation.\n\nThe data transmission industry is in a state of change to a more efficient method of data transmission using light. The conventional method of photonics manufacturing is a labor-intensive and time-consuming process that requires microscopic lenses to be manually adjusted to achieve optimal light transmission. This process is naturally limiting in terms of efficiency and is not conducive to a high-volume manufacturing scenario.\n\n$POET breaks all of this convention with their semiconductorization of photonics.\n\nWafer-Scale Passive Alignment: The POET Optical Interposer makes use of conventional complementary metal-oxide-semiconductor processes to etch waveguides and alignment features directly into a silicon wafer.\n\nThe LEGO Method: Bare die components, which include lasers and electronic chips, are flip-chip assembled onto the interposer using automated pick-and-place machinery. This allows components to be snapped together automatically, eliminating the active alignment bottleneck.\n\nArchitectural Superiority: The POET method is far superior to conventional methods due to their ability to operate at a massive wafer scale, reducing the overall Bill of Materials by a significant amount and minimizing overall assembly time. Additionally, their highly integrated optical engines consume much less power overall, saving up to 6-8 watts per module individually.\n\nProduct Innovation: The POET flagship product, the 1.6T Teralight engine, is a highly innovative optical engine. It incorporates a unique design utilizing four 2x200G Electro-absorption Modulated Lasers, effectively cutting in half the number of discrete laser chips.\n\nFinancial De-risking and Structural Health\nThe biggest risk for early-stage hardware companies is running out of capital. POET has successfully neutralized this near-term liquidity risk.\n\nBetween October 2025 and January 2026, the company successfully raised a combined $225 million via institutional private placements and registered direct offerings.\n\nThis big capital injection bolstered the balance sheet to ~$350 million in cash and marketable securities.\n\nThe company maintains a clean capital structure, with almost no debt obligations.\n\nThis pristine balance sheet provides a multi-yea runway to execute its commercial ramp without the threat of further dilutive financing.\n\nCommercial Validation and Valuation Realism\nPOET's technical roadmap is  developing into commercial reality. The company recently secured a $5m production order for its 800G Infinity optical engines, scheduled for delivery to a leading systems integrator in the second half of 2026. \n\nPOET is also embedded with global manufacturing heavyweights such as Foxconn Interconnect Technology and Luxshare Tech, alongside strategic partnerships with component leaders like Semtech and Mitsubishi Electric.\n\nA rigorous Reverse Discounted Cash Flow analysis underscores the immense upside potential relative to POET's $1.04 billion market capitalization.\n\nTo strictly justify its current enterprise value, POET has to reach a Free Cash Flow of $117.39m by the year 2036.\n\nAssuming a conservative 15% Free Cash Flow margin, they should reach an annual top-line revenue requirement of around $782.6m by 2036.\n\nThe silicon photoincs market is projected to be $28.75b by 2034. POET only needs to capture around 2.7% of this market to justify its current valuation.\n\nConclusion\nPOET Technologies is a premier high-reward investment for the upcoming AI supercycle. The company offers a disruptive, legally defensible, and structurally protected hardware platform that solves the most pressing physical bottleneck in modern AI network scaling. \n\nWhile manufacturing yield execution remains the primary risk, the massive liquidity buffer and definitive validation from tier-one industry partners heavily skew this binary setup toward immense upside potential.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05913979218231891, "ret_signed_m1d": -0.05913979218231891, "alpha_spy_m1d": -0.06039650407349706, "alpha_c_m1d": -0.049913519289284, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.009226272893034904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.015184966271003186, "alpha_c_p1d": 0.03216715441675411, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": -0.16935486817086998, "ret_signed_p1w": -0.16935486817086998, "alpha_spy_p1w": -0.1473241244545428, "alpha_c_p1w": -0.15100216295189461, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": -0.18279571546434803, "ret_signed_p1m": -0.18279571546434803, "alpha_spy_p1m": -0.19083433495018665, "alpha_c_p1m": -0.2558077067578244, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 0.6505375858234776, "ret_signed_p3m": 0.6505375858234776, "alpha_spy_p3m": 0.5545656050914873, "alpha_c_p3m": 0.15897841327957263, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.491559172543905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.1263, -0.2016, -0.1841, -0.1976, -0.1761, -0.0887, 0.0228, -0.039, -0.0565, -0.0565, -0.0847, -0.121, -0.1237, -0.1492, -0.1492, -0.0376, -0.0013, -0.0121, 0.0013, -0.0215, -0.0067, -0.0309, -0.0403, 0.0874, 0.1169, 0.1156, 0.1156, 0.1075, 0.125, -0.0672, -0.0712, -0.1317, -0.0874, -0.164, -0.2003, -0.2204, -0.2151, -0.1882, -0.246, -0.3038, -0.211, -0.1653, -0.2151, -0.2164, -0.2406, -0.25, -0.25, -0.2581, -0.25, -0.2513, -0.2352, -0.2581, -0.1788, -0.1452, -0.1613, -0.1935, -0.0712, -0.0538, -0.0806, -0.1075, -0.1559, -0.1008, -0.0591, 0.0, 0.0, -0.082, -0.0712, -0.1169, -0.1694, -0.1626, -0.203, -0.1855, -0.2285, -0.1801, -0.2621, -0.3024, -0.3172, -0.2016, -0.2473, -0.1788, -0.1788, -0.1828, -0.1989, -0.164, -0.1828, -0.0538, -0.0188, -0.0981, -0.0632, -0.0134, -0.0242, 0.1546, 0.3777, 0.7164, 0.5753, 1.0296, 0.0685, 0.0793, -0.1129, -0.043, -0.0175, -0.0444, 0.2379, 0.3065, 0.2876, 0.4718, 0.8683, 0.8454, 0.9315, 1.7648, 1.1465, 0.9099, 0.7567, 0.9866, 0.9919, 0.961, 0.961, 0.7944, 0.7849, 0.7823, 0.6519, 0.8669, 0.8575, 1.0672, 1.0806, 0.5941, 0.6505, 0.4476, 0.4758, 0.5121, 0.6841, 0.8723, 0.7003, 0.6062, 0.6331, 0.6331, 0.625, 0.4422, 0.4328, 0.3616, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996220790325330115", "ticker_idx": 0, "ts": "2025-12-03T14:11:39+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 Gemini will easily win that race", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL Gemini over MSFT Copilot in enterprise AI; bearish MSFT on poor Copilot product experience.", "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": "@StockMKTNewz We work with $MSFT CoPilot at work and it is awful, $GOOGL Gemini will easily win that race.", "reply_text": null, "parent_text": "MICROSOFT $MSFT HAS REPORTEDLY LOWERED ITS 2025 SALES QUOTAS FOR AI SOFTWARE - The Information\n\n$MSFT stock is down 2% in pre market trading on the news https://t.co/arp8SZ9qdY", "quoted_text": null, "parent_author": "StockMKTNewz", "ret_m1d": -0.011951289090728512, "ret_signed_m1d": -0.011951289090728512, "alpha_spy_m1d": -0.008500489264294364, "alpha_c_m1d": -0.012819902400732941, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": 0.0008686133100044291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006288420119347382, "ret_signed_p1d": -0.006288420119347382, "alpha_spy_p1d": -0.007019469920900301, "alpha_c_p1d": -0.012021134229686314, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.005732714110338932, "ret_p1w": 0.002469965604731561, "ret_signed_p1w": 0.002469965604731561, "alpha_spy_p1w": -0.0029110432619918747, "alpha_c_p1w": -0.014380597666593165, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.016850563271324726, "ret_p1m": -0.020102108621087855, "ret_signed_p1m": -0.020102108621087855, "alpha_spy_p1m": -0.020167888705397874, "alpha_c_p1m": -0.045908616748105424, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02580650812701757, "ret_p3m": -0.040388850017152644, "ret_signed_p3m": -0.040388850017152644, "alpha_spy_p3m": -0.04699547413463312, "alpha_c_p3m": -0.06750249078342863, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": 0.02711364076627598, "ret_p6m": 0.2222258255907148, "ret_signed_p6m": 0.2222258255907148, "alpha_spy_p6m": 0.1125493682198988, "alpha_c_p6m": 0.20232468435051287, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": 0.019901141240201925, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020102108621087855, "alpha_spy_stated": -0.020167888705397874, "alpha_c_stated": -0.045908616748105424, "price_path": [-0.2654, -0.2678, -0.2503, -0.2517, -0.248, -0.2466, -0.2128, -0.2142, -0.2193, -0.2115, -0.2031, -0.2099, -0.2127, -0.2268, -0.231, -0.2287, -0.2365, -0.2394, -0.2338, -0.2313, -0.2324, -0.2165, -0.2311, -0.2347, -0.2443, -0.2599, -0.2361, -0.2321, -0.2146, -0.2133, -0.2075, -0.1974, -0.2164, -0.2126, -0.2082, -0.1868, -0.1576, -0.1632, -0.141, -0.1194, -0.1203, -0.1123, -0.1317, -0.1105, -0.1091, -0.1276, -0.0924, -0.0886, -0.103, -0.1285, -0.1352, -0.1083, -0.1106, -0.0839, -0.0944, -0.0625, -0.0033, 0.0119, 0.001, 0.001, 0.0017, -0.0148, -0.012, 0.0, -0.0063, 0.0051, -0.0178, -0.0073, 0.0025, -0.0219, -0.0317, -0.0351, -0.0402, -0.0711, -0.0531, -0.0384, -0.0302, -0.0159, -0.0167, -0.0167, -0.0185, -0.0183, -0.0174, -0.0201, -0.0201, -0.0134, -0.009, -0.0159, 0.008, 0.0188, 0.0286, 0.0389, 0.0518, 0.0514, 0.0418, 0.0331, 0.0331, 0.0081, 0.028, 0.0348, 0.0266, 0.0433, 0.0474, 0.0519, 0.0589, 0.0582, 0.076, 0.0635, 0.0426, 0.037, 0.0108, 0.0153, -0.0026, -0.0265, -0.0326, -0.0429, -0.0429, -0.0545, -0.0504, -0.0519, -0.0139, -0.0248, -0.0267, -0.0204, -0.0377, -0.024, -0.0404, -0.0496, -0.051, -0.058, -0.0654, -0.0402, -0.0381, -0.0329, -0.049, -0.053, -0.0427, -0.0259, -0.036, -0.0378, -0.057, -0.0537, -0.0901, -0.0886, -0.1199, -0.1405, -0.1432, -0.0991, -0.0683, -0.0734, -0.0734, -0.0602, -0.043, -0.0059, -0.0022, -0.0061, 0.0066, 0.043, 0.0562, 0.0527, 0.0704, 0.0571, 0.041, 0.063, 0.0617, 0.079, 0.0976, 0.0958, 0.0963, 0.2055, 0.2083, 0.2007, 0.2169, 0.247, 0.2469, 0.2557, 0.2176, 0.2135, 0.2614, 0.2565, 0.2431, 0.2436, 0.2145, 0.2184, 0.2145, 0.1998, 0.1998, 0.2183, 0.2182, 0.2222]}
{"unit_id": "reply:1990874365567569921", "ticker_idx": 0, "ts": "2025-11-18T20:06:52+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 will keep adding $HIMS at these prices", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Continuing to buy HIMS at current prices.", "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": "@Mindset4Money_X I think so, I will keep adding $HIMS at these prices.", "reply_text": null, "parent_text": "Similar outcome in the long run?\n\n$HIMS https://t.co/gJg5QxT5Vc", "quoted_text": null, "parent_author": "Mindset4Money_X", "ret_m1d": -0.01875335140527834, "ret_signed_m1d": -0.01875335140527834, "alpha_spy_m1d": -0.027222020852507245, "alpha_c_m1d": -0.027222020852507245, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.008468669447228905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011858701334334087, "ret_signed_p1d": -0.011858701334334087, "alpha_spy_p1d": -0.01572187797761071, "alpha_c_p1d": -0.01572187797761071, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": 0.02289028873346055, "ret_signed_p1w": 0.02289028873346055, "alpha_spy_p1w": 0.0002566382608844009, "alpha_c_p1w": 0.0002566382608844009, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.02263365047257615, "ret_p1m": -0.03557631441102427, "ret_signed_p1m": -0.03557631441102427, "alpha_spy_p1m": -0.05272575695601456, "alpha_c_p1m": -0.05272575695601456, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": -0.5504688364152323, "ret_signed_p3m": -0.5504688364152323, "alpha_spy_p3m": -0.5863500613543701, "alpha_c_p3m": -0.5863500613543701, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": -0.3342526059822578, "ret_signed_p6m": -0.3342526059822578, "alpha_spy_p6m": -0.4652316913502944, "alpha_c_p6m": -0.4652316913502944, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03557631441102427, "alpha_spy_stated": -0.05272575695601456, "alpha_c_stated": -0.05272575695601456, "price_path": [0.2124, 0.2292, 0.1856, 0.2507, 0.2137, 0.2168, 0.168, 0.168, 0.1453, 0.2261, 0.3268, 0.3351, 0.369, 0.318, 0.3177, 0.4275, 0.5306, 0.4881, 0.4035, 0.3886, 0.5499, 0.5946, 0.5913, 0.5444, 0.4686, 0.5132, 0.6106, 0.6304, 0.5643, 0.553, 0.596, 0.449, 0.5102, 0.5987, 0.6042, 0.6065, 0.4879, 0.5094, 0.4898, 0.7308, 0.6313, 0.3729, 0.4164, 0.3613, 0.3089, 0.3373, 0.3453, 0.3301, 0.2995, 0.286, 0.2151, 0.2537, 0.2242, 0.1801, 0.206, 0.1451, 0.1315, 0.1321, 0.0962, 0.0761, -0.0058, 0.0199, -0.0188, 0.0, -0.0119, -0.0728, -0.0427, 0.0419, 0.0229, 0.059, 0.059, 0.0965, 0.0345, 0.0014, 0.0223, 0.1037, 0.0811, 0.0789, 0.0982, 0.0447, 0.0416, 0.0262, -0.0003, 0.0165, -0.0356, -0.0411, -0.0193, -0.0334, -0.0403, -0.0438, -0.0438, -0.0538, -0.0596, -0.0888, -0.1045, -0.1045, -0.0786, -0.0427, -0.0221, -0.0221, -0.0659, -0.126, -0.1081, -0.112, -0.1362, -0.1387, -0.1346, -0.1346, -0.1597, -0.2033, -0.1583, -0.1831, -0.1649, -0.1815, -0.2093, -0.1762, -0.2529, -0.2708, -0.2956, -0.3271, -0.3525, -0.3651, -0.4669, -0.5245, -0.5397, -0.5643, -0.5505, -0.5505, -0.5513, -0.5632, -0.5637, -0.5689, -0.5723, -0.5736, -0.5637, -0.5698, -0.5996, -0.5455, -0.5637, -0.5463, -0.5621, -0.5659, -0.3889, -0.3527, -0.2863, -0.3425, -0.3169, -0.3138, -0.3111, -0.3616, -0.3337, -0.3927, -0.3806, -0.4115, -0.4253, -0.4247, -0.4655, -0.4821, -0.4275, -0.4528, -0.4721, -0.4721, -0.4393, -0.4622, -0.4653, -0.4553, -0.4641, -0.4167, -0.4109, -0.3301, -0.2557, -0.2052, -0.1448, -0.1793, -0.1999, -0.2237, -0.1572, -0.1895, -0.2303, -0.2739, -0.2507, -0.2441, -0.2479, -0.2739, -0.2587, -0.2926, -0.2204, -0.1964, -0.3097, -0.3343]}
{"unit_id": "orig:2001330365755977883", "ticker_idx": 0, "ts": "2025-12-17T16:35:16+00:00", "symbol": "HUT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This deal sets a new industry standard. We know now that 1MW of energized, AI-ready capacity is worth ~$1.9M in pure annual profit. This creates a mathematical floor for stock prices.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HUT, CIFR, IREN, NBIS: hyperscaler desperation for power puts capacity owners in driver's seat for future negotiations, with NNN deal setting a floor for stock prices.", "resolved_tickers": ["HUT"], "resolution_method": "identity", "resolution_reason": "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 just had a first look at the triple-net (NNN) lease deal of $HUT. On the first glance, it looks like a great deal but it mainly gives us some more insights on the general market. \n\nThe triple net lease is a structure where the tenant, in this case Fluidstack or $GOOGL, pays for everything. So, the revenue for $HUT is virtually 100% profit margin. It is a similar set-up as the modified gross lease with $CIFR with the only difference that Cipher has to pay some operating expenses and Hut does not. The profit margin will thus be higher at $HUT than for $CIFR. \n\nThis deal sets a new industry standard. We know now that 1MW of energized, AI-ready capacity is worth ~$1.9M in pure annual profit. This creates a mathematical floor for stock prices. \n\nIf we compare the revenue per MW of this deal with that of $CIFR, we clearly see the price of power is going up. Hut secured a longer term and a better structure contract. This proves that hyperscalers are still desperate for power and want to pay for it. \n\nThe fact that Hyperscalers are paying more for longer terms just to secure access, puts every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08242035323374908, "ret_signed_m1d": -0.08242035323374908, "alpha_spy_m1d": -0.09354637342599581, "alpha_c_m1d": -0.0826033407778739, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.0001829875441248241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03909361804754563, "ret_signed_p1d": -0.03909361804754563, "alpha_spy_p1d": -0.04664488075729789, "alpha_c_p1d": -0.037446164719617814, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": -0.001647453327927817, "ret_p1w": 0.31474102185443487, "ret_signed_p1w": 0.31474102185443487, "alpha_spy_p1w": 0.28343329582274834, "alpha_c_p1w": 0.2910401415352153, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.023700880319219575, "ret_p1m": 0.42629479574034335, "ret_signed_p1m": 0.42629479574034335, "alpha_spy_p1m": 0.3922085665402759, "alpha_c_p1m": 0.427575708549217, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": -0.0012809128088736577, "ret_p3m": 0.2746513650698543, "ret_signed_p3m": 0.2746513650698543, "alpha_spy_p3m": 0.27523680035294895, "alpha_c_p3m": 0.36906283076262303, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0944114656927687, "ret_p6m": 1.896165288857408, "ret_signed_p6m": 1.896165288857408, "alpha_spy_p6m": 1.7910702603459674, "alpha_c_p6m": 1.9246232798930683, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.028457991035660046, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.42629479574034335, "alpha_spy_stated": 0.3922085665402759, "alpha_c_stated": 0.427575708549217, "price_path": [-0.0976, -0.057, -0.118, -0.0573, -0.1315, -0.1743, -0.1323, -0.1332, -0.0904, -0.0279, -0.0015, 0.0314, 0.0391, 0.1106, 0.1544, 0.0849, 0.2229, 0.2437, 0.3424, 0.2146, 0.2067, 0.243, 0.1683, -0.0329, 0.012, 0.1868, 0.24, 0.2507, 0.2928, 0.2094, 0.2615, 0.3695, 0.198, 0.1703, 0.0799, 0.1103, 0.1746, 0.0934, 0.0391, -0.1031, -0.0802, -0.0613, -0.0371, -0.0652, -0.1594, -0.1449, -0.0224, -0.005, 0.055, 0.055, 0.1205, 0.0849, -0.0618, -0.0035, 0.066, 0.0565, 0.069, 0.1183, 0.1464, 0.1641, 0.0286, -0.1175, -0.0824, 0.0, -0.0391, 0.0986, 0.2547, 0.3065, 0.3147, 0.3147, 0.2361, 0.2159, 0.1524, 0.1439, 0.1439, 0.2766, 0.4504, 0.4529, 0.4412, 0.443, 0.495, 0.5212, 0.5309, 0.4534, 0.4263, 0.4853, 0.4853, 0.4514, 0.4676, 0.3725, 0.4497, 0.4041, 0.5398, 0.6086, 0.5321, 0.3902, 0.3989, 0.4696, 0.3489, 0.1076, 0.3212, 0.4166, 0.367, 0.3252, 0.2692, 0.3414, 0.3414, 0.3182, 0.335, 0.366, 0.3401, 0.3454, 0.4739, 0.377, 0.365, 0.3254, 0.3127, 0.1853, 0.3499, 0.2789, 0.1721, 0.2136, 0.2246, 0.2729, 0.2087, 0.2032, 0.2747, 0.2896, 0.2291, 0.2485, 0.1818, 0.3182, 0.3259, 0.385, 0.2595, 0.1804, 0.0637, 0.1681, 0.1793, 0.198, 0.198, 0.2346, 0.3113, 0.5296, 0.5792, 0.6455, 0.7371, 0.7864, 0.7702, 0.7659, 0.865, 0.9669, 0.9069, 1.0105, 0.9614, 0.9141, 0.8852, 0.7956, 0.7679, 0.887, 0.9168, 0.9442, 1.0047, 1.7126, 1.5194, 1.4517, 1.5446, 1.6721, 1.6972, 1.7234, 1.5515, 1.3954, 1.3235, 1.4031, 1.621, 1.637, 1.637, 1.8023, 1.9293, 2.0936, 2.1083, 2.2963, 2.3123, 2.2692, 2.1813, 1.7948, 1.9781, 1.805, 1.6315, 1.8962]}
{"unit_id": "orig:2001330365755977883", "ticker_idx": 1, "ts": "2025-12-17T16:35:16+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HUT, CIFR, IREN, NBIS: hyperscaler desperation for power puts capacity owners in driver's seat for future negotiations, with NNN deal setting a floor for stock prices.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "I just had a first look at the triple-net (NNN) lease deal of $HUT. On the first glance, it looks like a great deal but it mainly gives us some more insights on the general market. \n\nThe triple net lease is a structure where the tenant, in this case Fluidstack or $GOOGL, pays for everything. So, the revenue for $HUT is virtually 100% profit margin. It is a similar set-up as the modified gross lease with $CIFR with the only difference that Cipher has to pay some operating expenses and Hut does not. The profit margin will thus be higher at $HUT than for $CIFR. \n\nThis deal sets a new industry standard. We know now that 1MW of energized, AI-ready capacity is worth ~$1.9M in pure annual profit. This creates a mathematical floor for stock prices. \n\nIf we compare the revenue per MW of this deal with that of $CIFR, we clearly see the price of power is going up. Hut secured a longer term and a better structure contract. This proves that hyperscalers are still desperate for power and want to pay for it. \n\nThe fact that Hyperscalers are paying more for longer terms just to secure access, puts every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04169558120085948, "ret_signed_m1d": 0.04169558120085948, "alpha_spy_m1d": 0.030569561008612745, "alpha_c_m1d": 0.01895376150359862, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.022741819697260857, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05281440285442196, "ret_signed_p1d": 0.05281440285442196, "alpha_spy_p1d": 0.0452631401446697, "alpha_c_p1d": 0.03739015865843309, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.015424244195988868, "ret_p1w": 0.12717157236767496, "ret_signed_p1w": 0.12717157236767496, "alpha_spy_p1w": 0.09586384633598843, "alpha_c_p1w": 0.0760064619803511, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.05116511038732385, "ret_p1m": 0.2175121639863824, "ret_signed_p1m": 0.2175121639863824, "alpha_spy_p1m": 0.18342593478631497, "alpha_c_p1m": 0.17238240761176238, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.04512975637462002, "ret_p3m": 0.05211952620612781, "ret_signed_p3m": 0.05211952620612781, "alpha_spy_p3m": 0.052704961489222435, "alpha_c_p3m": 0.054985648962652345, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.002866122756524536, "ret_p6m": 0.5726197790723035, "ret_signed_p6m": 0.5726197790723035, "alpha_spy_p6m": 0.46752475056086285, "alpha_c_p6m": 0.2546197280779803, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": 0.31800005099432327, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2175121639863824, "alpha_spy_stated": 0.18342593478631497, "alpha_c_stated": 0.17238240761176238, "price_path": [-0.1466, -0.0299, -0.0167, -0.0174, -0.1897, -0.2029, -0.1209, -0.1251, -0.1244, -0.0403, 0.0215, 0.066, 0.0945, 0.2231, 0.2502, 0.1793, 0.4135, 0.4517, 0.4614, 0.3009, 0.3037, 0.3836, 0.2561, 0.1195, 0.1991, 0.4357, 0.4274, 0.3871, 0.3614, 0.3252, 0.296, 0.5817, 0.5643, 0.7172, 0.5087, 0.4378, 0.3655, 0.2974, 0.2078, 0.0375, -0.0021, -0.0028, 0.0132, 0.016, 0.0118, -0.0167, 0.1612, 0.2175, 0.3308, 0.3308, 0.4142, 0.3683, 0.2259, 0.2946, 0.378, 0.3398, 0.3537, 0.3593, 0.2842, 0.312, 0.1849, 0.0243, 0.0417, 0.0, 0.0528, 0.1265, 0.1355, 0.1056, 0.1272, 0.1272, 0.0556, 0.0479, 0.0139, 0.0257, 0.0257, 0.1258, 0.262, 0.2189, 0.1174, 0.1501, 0.1557, 0.2286, 0.2682, 0.2599, 0.2175, 0.3065, 0.3065, 0.2453, 0.2314, 0.2085, 0.221, 0.1459, 0.303, 0.3183, 0.23, 0.1091, 0.0987, 0.13, -0.0097, -0.1174, 0.0236, 0.1647, 0.1883, 0.1313, 0.1188, 0.1411, 0.1411, 0.0869, 0.0716, 0.098, 0.0181, 0.0577, 0.1897, 0.1543, 0.1452, 0.0841, 0.0952, 0.0222, 0.1147, 0.0528, -0.0535, -0.0056, -0.0299, -0.0195, -0.0473, -0.0215, 0.0521, 0.0486, 0.0195, 0.0174, -0.0264, 0.0347, 0.0341, 0.1035, -0.0028, -0.0448, -0.165, -0.1056, -0.1216, -0.1091, -0.1091, -0.0723, -0.0264, 0.0716, 0.1369, 0.1487, 0.2342, 0.2821, 0.2509, 0.205, 0.3461, 0.3405, 0.2536, 0.3509, 0.2988, 0.2648, 0.262, 0.1994, 0.1758, 0.2328, 0.1842, 0.2432, 0.5358, 0.5226, 0.4375, 0.4281, 0.4093, 0.394, 0.476, 0.549, 0.4128, 0.3287, 0.3065, 0.3537, 0.4955, 0.5268, 0.5268, 0.5997, 0.7484, 0.7088, 0.6435, 0.6685, 0.827, 0.8235, 0.7755, 0.5601, 0.688, 0.6008, 0.4607, 0.5726]}
{"unit_id": "orig:2001330365755977883", "ticker_idx": 2, "ts": "2025-12-17T16:35:16+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HUT, CIFR, IREN, NBIS: hyperscaler desperation for power puts capacity owners in driver's seat for future negotiations, with NNN deal setting a floor for stock 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 just had a first look at the triple-net (NNN) lease deal of $HUT. On the first glance, it looks like a great deal but it mainly gives us some more insights on the general market. \n\nThe triple net lease is a structure where the tenant, in this case Fluidstack or $GOOGL, pays for everything. So, the revenue for $HUT is virtually 100% profit margin. It is a similar set-up as the modified gross lease with $CIFR with the only difference that Cipher has to pay some operating expenses and Hut does not. The profit margin will thus be higher at $HUT than for $CIFR. \n\nThis deal sets a new industry standard. We know now that 1MW of energized, AI-ready capacity is worth ~$1.9M in pure annual profit. This creates a mathematical floor for stock prices. \n\nIf we compare the revenue per MW of this deal with that of $CIFR, we clearly see the price of power is going up. Hut secured a longer term and a better structure contract. This proves that hyperscalers are still desperate for power and want to pay for it. \n\nThe fact that Hyperscalers are paying more for longer terms just to secure access, puts every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08318536041550173, "ret_signed_m1d": 0.08318536041550173, "alpha_spy_m1d": 0.072059340223255, "alpha_c_m1d": 0.0830023728713769, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.0001829875441248241, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.059798713166375084, "ret_signed_p1d": 0.059798713166375084, "alpha_spy_p1d": 0.052247450456622824, "alpha_c_p1d": 0.0614461664943029, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": -0.001647453327927817, "ret_p1w": 0.24274721904268026, "ret_signed_p1w": 0.24274721904268026, "alpha_spy_p1w": 0.21143949301099374, "alpha_c_p1w": 0.2190463387234607, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.023700880319219575, "ret_p1m": 0.5361160824390212, "ret_signed_p1m": 0.5361160824390212, "alpha_spy_p1m": 0.5020298532389538, "alpha_c_p1m": 0.5373969952478949, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": -0.0012809128088736577, "ret_p3m": 0.3303730091977346, "ret_signed_p3m": 0.3303730091977346, "alpha_spy_p3m": 0.33095844448082923, "alpha_c_p3m": 0.4247844748905033, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0944114656927687, "ret_p6m": 0.6788040596149798, "ret_signed_p6m": 0.6788040596149798, "alpha_spy_p6m": 0.5737090311035391, "alpha_c_p6m": 0.7072620506506399, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.028457991035660046, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5361160824390212, "alpha_spy_stated": 0.5020298532389538, "alpha_c_stated": 0.5373969952478949, "price_path": [0.1439, 0.2404, 0.2365, 0.3955, 0.3703, 0.2392, 0.3597, 0.3893, 0.3937, 0.3919, 0.4938, 0.7096, 0.8259, 0.7789, 0.8902, 0.7694, 0.8988, 1.0592, 1.0124, 0.8304, 0.7975, 0.7531, 0.634, 0.5343, 0.6536, 0.862, 0.9239, 0.8478, 0.7886, 0.7235, 0.7984, 1.0056, 0.9725, 1.262, 0.9822, 0.8467, 0.7812, 0.6986, 0.6489, 0.4402, 0.3727, 0.4035, 0.4461, 0.3567, 0.2869, 0.251, 0.4355, 0.4053, 0.4343, 0.4343, 0.4153, 0.4355, 0.2173, 0.3014, 0.3751, 0.3236, 0.3718, 0.3866, 0.3002, 0.3008, 0.188, 0.0503, 0.0832, 0.0, 0.0598, 0.1818, 0.2445, 0.2454, 0.2427, 0.2427, 0.193, 0.1667, 0.1338, 0.1181, 0.1181, 0.2641, 0.4281, 0.3591, 0.2914, 0.3523, 0.3626, 0.4899, 0.5687, 0.5654, 0.5361, 0.7117, 0.7117, 0.6063, 0.5832, 0.5471, 0.6779, 0.55, 0.7759, 0.8632, 0.7715, 0.5909, 0.5713, 0.6101, 0.3304, 0.1779, 0.2383, 0.3662, 0.2709, 0.2632, 0.185, 0.2499, 0.2499, 0.2128, 0.2457, 0.2815, 0.1835, 0.254, 0.3455, 0.3034, 0.3097, 0.2123, 0.2253, 0.1501, 0.2978, 0.1878, 0.0864, 0.1498, 0.1285, 0.2427, 0.2247, 0.2309, 0.3304, 0.2718, 0.2496, 0.2333, 0.2223, 0.2481, 0.2173, 0.2265, 0.1086, 0.0388, -0.0639, 0.0148, 0.0092, 0.0293, 0.0293, 0.04, 0.058, 0.0903, 0.0971, 0.164, 0.275, 0.4023, 0.4452, 0.4121, 0.4245, 0.4423, 0.3372, 0.4325, 0.54, 0.4991, 0.4316, 0.3156, 0.2688, 0.3472, 0.3517, 0.4648, 0.6205, 0.8052, 0.6829, 0.8117, 0.6326, 0.6744, 0.6332, 0.7288, 0.5672, 0.4938, 0.4133, 0.5604, 0.7188, 0.6824, 0.6824, 0.7697, 1.0083, 0.8961, 0.881, 0.934, 0.9716, 0.9384, 0.8313, 0.6089, 0.7522, 0.5992, 0.5252, 0.6788]}
{"unit_id": "orig:2001330365755977883", "ticker_idx": 3, "ts": "2025-12-17T16:35:16+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HUT, CIFR, IREN, NBIS: hyperscaler desperation for power puts capacity owners in driver's seat for future negotiations, with NNN deal setting a floor for stock prices.", "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 just had a first look at the triple-net (NNN) lease deal of $HUT. On the first glance, it looks like a great deal but it mainly gives us some more insights on the general market. \n\nThe triple net lease is a structure where the tenant, in this case Fluidstack or $GOOGL, pays for everything. So, the revenue for $HUT is virtually 100% profit margin. It is a similar set-up as the modified gross lease with $CIFR with the only difference that Cipher has to pay some operating expenses and Hut does not. The profit margin will thus be higher at $HUT than for $CIFR. \n\nThis deal sets a new industry standard. We know now that 1MW of energized, AI-ready capacity is worth ~$1.9M in pure annual profit. This creates a mathematical floor for stock prices. \n\nIf we compare the revenue per MW of this deal with that of $CIFR, we clearly see the price of power is going up. Hut secured a longer term and a better structure contract. This proves that hyperscalers are still desperate for power and want to pay for it. \n\nThe fact that Hyperscalers are paying more for longer terms just to secure access, puts every company with available capacity (like $IREN, $NBIS, $CIFR) in the driver's seat for future negotiations.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07289596053626002, "ret_signed_m1d": 0.07289596053626002, "alpha_spy_m1d": 0.061769940344013285, "alpha_c_m1d": 0.0656427165456197, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.007253243990640312, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03499005296792057, "ret_signed_p1d": 0.03499005296792057, "alpha_spy_p1d": 0.02743879025816831, "alpha_c_p1d": 0.029291066050243453, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.005698986917677118, "ret_p1w": 0.20781976062811602, "ret_signed_p1w": 0.20781976062811602, "alpha_spy_p1w": 0.1765120345964295, "alpha_c_p1w": 0.18483123425074943, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.02298852637736659, "ret_p1m": 0.3768721847330805, "ret_signed_p1m": 0.3768721847330805, "alpha_spy_p1m": 0.34278595553301305, "alpha_c_p1m": 0.37016968792389093, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.006702496809189551, "ret_p3m": 0.7210074401009083, "ret_signed_p3m": 0.7210074401009083, "alpha_spy_p3m": 0.721592875384003, "alpha_c_p3m": 0.7219281883459626, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0009207482450542814, "ret_p6m": 1.945527030910526, "ret_signed_p6m": 1.945527030910526, "alpha_spy_p6m": 1.8404320023990852, "alpha_c_p6m": 1.971155819997954, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": -0.02562878908742816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3768721847330805, "alpha_spy_stated": 0.34278595553301305, "alpha_c_stated": 0.37016968792389093, "price_path": [0.3162, 0.4129, 0.4288, 0.5007, 0.4306, 0.4274, 0.4608, 0.488, 0.5323, 0.6683, 0.6962, 0.6559, 0.56, 0.617, 0.758, 0.7174, 0.7954, 0.6985, 0.6677, 0.6307, 0.5035, 0.4447, 0.3821, 0.3071, 0.407, 0.5541, 0.6624, 0.6147, 0.6581, 0.6459, 0.7339, 0.5967, 0.4651, 0.5507, 0.4505, 0.4749, 0.4573, 0.3548, 0.2506, 0.1747, 0.1072, 0.1396, 0.2, 0.26, 0.1218, 0.1035, 0.218, 0.178, 0.255, 0.255, 0.2574, 0.3274, 0.2783, 0.3111, 0.3625, 0.2994, 0.3298, 0.2778, 0.2404, 0.2496, 0.1622, 0.0754, 0.0729, 0.0, 0.035, 0.1857, 0.2357, 0.1932, 0.2078, 0.2078, 0.1609, 0.1404, 0.1288, 0.1094, 0.1094, 0.1922, 0.2304, 0.3286, 0.2751, 0.2896, 0.2979, 0.4225, 0.3973, 0.3516, 0.3769, 0.4411, 0.4411, 0.316, 0.3104, 0.2836, 0.2525, 0.2122, 0.2972, 0.3311, 0.2579, 0.1291, 0.1685, 0.1922, 0.092, -0.0209, 0.1412, 0.231, 0.2166, 0.1744, 0.1893, 0.299, 0.299, 0.2925, 0.3492, 0.4262, 0.2978, 0.3335, 0.3596, 0.4065, 0.3901, 0.2086, 0.2062, 0.1504, 0.296, 0.2677, 0.184, 0.2583, 0.2781, 0.4844, 0.4319, 0.497, 0.721, 0.5418, 0.5714, 0.6106, 0.5589, 0.5129, 0.523, 0.5254, 0.4045, 0.3362, 0.2228, 0.3752, 0.3512, 0.4423, 0.4423, 0.4916, 0.556, 0.6567, 0.8069, 0.9214, 1.0485, 1.1463, 1.2103, 1.1914, 1.0827, 1.1095, 1.0749, 1.0695, 1.0819, 0.9504, 0.9213, 0.796, 0.8713, 0.8321, 1.0476, 1.3382, 1.3316, 1.5857, 1.4489, 1.3466, 1.4665, 1.3739, 1.7471, 1.9311, 1.915, 1.6489, 1.6207, 1.5423, 1.9149, 1.8465, 1.8465, 1.7576, 1.7617, 1.9999, 2.0628, 2.5058, 2.4537, 2.3357, 2.4416, 2.0194, 1.8893, 1.9174, 1.8057, 1.9455]}
{"unit_id": "orig:1998898511543406756", "ticker_idx": 0, "ts": "2025-12-10T23:31:57+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL did report stellar earnings tonight (not yet in the portfolio), so I'm pretty sure I reach the 100K target soon", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish PL after stellar earnings; expects it to help reach portfolio 100K target soon.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Flat day for the portfolio. Nothing special to mention today. \n\nPowell did not say something stupid and we got the expected cut. \n\n$PL did report stellar earnings tonight (not yet in the portfolio), so I’m pretty sure I reach the 100K target soon. \n\nGood Night all https://t.co/1v31nyYrFt", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.25930165489522083, "ret_signed_m1d": -0.25930165489522083, "alpha_spy_m1d": -0.25698011097117757, "alpha_c_m1d": -0.2487140371326375, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.010587617762583323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.044075586034800995, "ret_signed_p1d": 0.044075586034800995, "alpha_spy_p1d": 0.05482757231306368, "alpha_c_p1d": 0.050352061056198605, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.0062764750213976095, "ret_p1w": 0.001144845938739314, "ret_signed_p1w": 0.001144845938739314, "alpha_spy_p1w": 0.01957289334688439, "alpha_c_p1w": 0.02143265684840223, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.020287810909662918, "ret_p1m": 0.2999427577030631, "ret_signed_p1m": 0.2999427577030631, "alpha_spy_p1m": 0.28985683789643035, "alpha_c_p1m": 0.26979871758296126, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.030144040120101856, "ret_p3m": 0.45392104275092304, "ret_signed_p3m": 0.45392104275092304, "alpha_spy_p3m": 0.46841528854025605, "alpha_c_p3m": 0.3723111565245356, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.08160988622638743, "ret_p6m": 0.8443046644010668, "ret_signed_p6m": 0.8443046644010668, "alpha_spy_p6m": 0.7680105407343383, "alpha_c_p6m": 0.7331167225245492, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.1111879418765176, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2999427577030631, "alpha_spy_stated": 0.28985683789643035, "alpha_c_stated": 0.26979871758296126, "price_path": [-0.4356, -0.4419, -0.4144, -0.3927, -0.3641, -0.3641, -0.3102, -0.3171, -0.3154, -0.3017, -0.2679, -0.257, -0.2118, -0.15, -0.1236, -0.1276, -0.1025, -0.107, -0.1036, -0.1586, -0.1271, -0.154, -0.1362, -0.2427, -0.2496, -0.2238, -0.261, -0.2845, -0.2587, -0.221, -0.2381, -0.265, -0.2616, -0.2639, -0.2301, -0.245, -0.273, -0.2416, -0.2868, -0.2667, -0.2335, -0.2862, -0.2879, -0.3469, -0.3475, -0.3583, -0.3446, -0.3251, -0.3572, -0.3612, -0.3394, -0.3286, -0.3291, -0.3291, -0.3188, -0.3303, -0.3263, -0.3125, -0.2593, -0.269, -0.2587, -0.265, -0.2593, 0.0, 0.0441, 0.0332, 0.0235, -0.0572, 0.0011, 0.0979, 0.1792, 0.1866, 0.1631, 0.1631, 0.1082, 0.1374, 0.1299, 0.1288, 0.1288, 0.1683, 0.2244, 0.2501, 0.2942, 0.2845, 0.2999, 0.4562, 0.4493, 0.5301, 0.6188, 0.6474, 0.6474, 0.6027, 0.51, 0.4917, 0.5421, 0.4808, 0.6068, 0.5959, 0.5083, 0.4293, 0.308, 0.3709, 0.2461, 0.1694, 0.2742, 0.3749, 0.3045, 0.2393, 0.2192, 0.2833, 0.2833, 0.2713, 0.3589, 0.4373, 0.3681, 0.3612, 0.4144, 0.4098, 0.4654, 0.3818, 0.5089, 0.4482, 0.4883, 0.4076, 0.4471, 0.478, 0.4539, 0.4562, 0.4293, 0.419, 0.4081, 0.5501, 0.4201, 0.5432, 0.9365, 0.9359, 0.822, 1.0246, 0.8546, 0.7665, 0.5965, 0.5999, 0.7579, 1.0538, 1.0538, 1.0046, 1.0132, 1.0922, 0.9594, 0.9845, 0.9645, 0.9422, 0.9697, 1.2833, 1.2026, 1.1465, 1.1769, 1.2593, 1.1918, 1.0286, 1.0292, 1.0052, 0.9508, 1.1162, 1.1122, 1.2061, 1.1254, 1.2719, 1.0172, 1.2347, 1.395, 1.3286, 1.332, 1.4637, 1.3824, 1.3818, 1.3807, 1.4419, 1.4316, 1.5386, 1.5386, 1.7659, 1.8895, 1.9422, 1.9273, 1.6594, 1.7527, 1.4688, 1.4917, 0.8443]}
{"unit_id": "orig:2029303783763665255", "ticker_idx": 0, "ts": "2026-03-04T21:11:39+00:00", "symbol": "VEEV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Veeva is growing rapidly. They crossed a massive $3 billion annual revenue milestone and continue winning over the world's largest pharmaceutical companies. With management confidently targeting $6 billion in revenue by 2030, the underlying business is thriving.", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish VEEV: double beat, $3B revenue milestone, Vault CRM upgrade momentum, AI tools, $6B 2030 target all signal durable growth.", "resolved_tickers": ["VEEV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Health Information Services", "unit_kind": "original", "lang": "en", "tweet_text": "$VEEV just delivered a stellar report, driving the stock up 8% after a double beat. \n\nFor everyday investors, the big takeaway is that Veeva is growing rapidly. They crossed a massive $3 billion annual revenue milestone and continue winning over the world's largest pharmaceutical companies.\n\nThis momentum is fueled by successfully upgrading clients to their new Vault CRM and launching specialized AI tools that make life science operations highly efficient. With management confidently targeting $6 billion in revenue by 2030, the underlying business is thriving.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03866164401429906, "ret_signed_m1d": -0.03866164401429906, "alpha_spy_m1d": -0.04426839628942192, "alpha_c_m1d": -0.04426839628942192, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.0056067522751228616, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0029072328497777855, "ret_signed_p1d": -0.0029072328497777855, "alpha_spy_p1d": 0.010199895880642074, "alpha_c_p1d": 0.010199895880642074, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.01310712873041986, "ret_p1w": -0.07788434388762755, "ret_signed_p1w": -0.07788434388762755, "alpha_spy_p1w": -0.05550092434783249, "alpha_c_p1w": -0.05550092434783249, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.022383419539795057, "ret_p1m": -0.11261859688872, "ret_signed_p1m": -0.11261859688872, "alpha_spy_p1m": -0.07784889746936174, "alpha_c_p1m": -0.07784889746936174, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.03476969941935826, "ret_p3m": -0.06691826624789443, "ret_signed_p3m": -0.06691826624789443, "alpha_spy_p3m": -0.18482991921447023, "alpha_c_p3m": -0.18482991921447023, "bench_spy_p3m": 0.1179116529665758, "bench_c_p3m": 0.1179116529665758, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.2193, 0.1833, 0.1688, 0.1705, 0.1387, 0.1226, 0.1185, 0.0989, 0.1124, 0.1316, 0.1392, 0.1438, 0.1382, 0.1382, 0.1458, 0.1477, 0.1458, 0.1386, 0.1386, 0.1195, 0.1288, 0.2133, 0.2208, 0.23, 0.2247, 0.1895, 0.1654, 0.1163, 0.1167, 0.1334, 0.1334, 0.103, 0.1207, 0.149, 0.1323, 0.1434, 0.1112, 0.1119, 0.071, 0.0401, 0.0372, -0.0268, -0.0274, -0.0623, -0.0633, -0.0584, -0.0463, -0.097, -0.1228, -0.112, -0.112, -0.0981, -0.0755, -0.0688, -0.0803, -0.1219, -0.1034, -0.1, -0.0673, -0.0717, -0.0745, -0.0518, -0.0387, 0.0, -0.0029, -0.0025, -0.0325, -0.0458, -0.0779, -0.0876, -0.055, -0.0477, -0.0614, -0.0534, -0.0612, -0.0552, -0.0865, -0.0916, -0.0907, -0.1197, -0.1025, -0.104, -0.1189, -0.1126, -0.1126, -0.1093, -0.1201, -0.1504, -0.1988, -0.2276, -0.1918, -0.1886, -0.1467, -0.1447, -0.1434, -0.1388, -0.1442, -0.1646, -0.2036, -0.1782, -0.1816, -0.1916, -0.193, -0.2045, -0.1248, -0.1318, -0.1268, -0.1464, -0.1418, -0.1516, -0.1873, -0.1869, -0.2057, -0.2031, -0.1897, -0.1643, -0.167, -0.1586, -0.1927, -0.1831, -0.1831, -0.1914, -0.1916, -0.1616, -0.1108, -0.0377, -0.0669, -0.0884, -0.0891, -0.1196, -0.147, -0.1448, -0.1647, -0.176, -0.1863, -0.1729, -0.1667, -0.2102, -0.2181, -0.2181, -0.2188, -0.1854, -0.177, -0.1937, -0.126, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028585498881458679", "ticker_idx": 0, "ts": "2026-03-02T21:37:26+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Despite these huge operational leaps and a strong cash position, the stock dipped 3% after the report, likely as investors process the high costs required to build this network", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ASTS: major milestones (revenue, contracts, satellite deployment, defense wins) make the 3% post-earnings dip look unwarranted.", "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 just hit a major milestone: they are officially making money, bringing in $71 million in 2025 and securing over $1.2 billion in future contracts. \n\nThey successfully unfolded their massive BlueBird 6 satellite and plan to launch the next one in March. \n\nTo build their global space-based cellular network faster, they are expanding their Texas factory and even won key US government defense contracts, proving their technology's value. \n\nDespite these huge operational leaps and a strong cash position, the stock dipped 3% after the report, likely as investors process the high costs required to build this network.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.062149353876391755, "ret_signed_m1d": -0.062149353876391755, "alpha_spy_m1d": -0.07104207687653474, "alpha_c_m1d": -0.07104207687653474, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13174362369732084, "ret_signed_p1d": 0.13174362369732084, "alpha_spy_p1d": 0.12468835792982635, "alpha_c_p1d": 0.12468835792982635, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": -0.05556756051921696, "ret_signed_p1w": -0.05556756051921696, "alpha_spy_p1w": -0.05093734506691683, "alpha_c_p1w": -0.05093734506691683, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.09376351330159582, "ret_signed_p1m": -0.09376351330159582, "alpha_spy_p1m": -0.05951454790284649, "alpha_c_p1m": -0.05951454790284649, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.2236728883111141, "ret_signed_p3m": 0.2236728883111141, "alpha_spy_p3m": 0.108705318669158, "alpha_c_p3m": 0.108705318669158, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09376351330159582, "alpha_spy_stated": -0.05951454790284649, "alpha_c_stated": -0.05951454790284649, "price_path": [-0.2161, -0.2024, -0.2016, -0.2141, -0.1471, -0.0856, -0.1724, -0.2683, -0.2623, -0.3325, -0.2886, -0.1817, -0.0669, -0.0756, -0.1579, -0.1579, -0.2237, -0.2289, -0.1942, -0.2163, -0.2163, -0.0994, -0.019, 0.0519, -0.075, -0.0229, 0.0538, 0.0616, 0.0004, 0.0274, 0.0925, 0.2491, 0.2491, 0.2132, 0.1167, 0.2556, 0.2254, 0.1306, 0.2013, 0.308, 0.3173, 0.1999, 0.1281, 0.249, 0.1167, 0.0064, 0.0983, 0.1019, 0.0387, 0.0457, -0.1129, -0.1097, -0.1097, -0.1041, -0.089, -0.0678, -0.1347, -0.0947, -0.074, -0.1114, -0.0747, -0.1456, -0.0621, 0.0, 0.1317, 0.0127, -0.0346, -0.0315, -0.0556, -0.0482, -0.0603, -0.0684, -0.0385, 0.0326, -0.0209, 0.0152, -0.0297, -0.046, -0.0615, 0.0365, -0.052, -0.1512, -0.2035, -0.1058, -0.0938, -0.0006, -0.0006, 0.023, -0.0012, 0.0408, -0.0115, 0.024, 0.0679, -0.0443, -0.0623, -0.0188, -0.0771, -0.126, -0.1367, -0.0865, -0.1503, -0.1757, -0.167, -0.2244, -0.2463, -0.2026, -0.2351, -0.2617, -0.3109, -0.2374, -0.2949, -0.1902, -0.1093, -0.2128, -0.1928, -0.1043, -0.0972, -0.0631, -0.0494, -0.0334, 0.0383, 0.1422, 0.1422, 0.2915, 0.3984, 0.436, 0.2237, 0.1399, 0.275, 0.1624, 0.1576, 0.0099, -0.0067, -0.0428, -0.0578, 0.0527, -0.1108, -0.0551, -0.1125, -0.0782, -0.1297, -0.1297, -0.2103, -0.2137, -0.2662, -0.292, -0.2291, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1983524007409238126", "ticker_idx": 0, "ts": "2025-10-29T13:19:10+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Holding $TMDX as well. Those untracked variables (flights, ground) are the real wildcard for a beat tonight.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holds TMDX into earnings, expecting untracked variables to drive a beat.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthyReadings Agree, great breakdown. Holding $TMDX as well. Those untracked variables (flights, ground) are the real wildcard for a beat tonight. Watching closely.", "reply_text": null, "parent_text": "$TMDX is a top-three holding heading into tonight’s earnings.\n\nConsensus is $144.83M in revenue & $0.36 EPS. My base case is revenue above $140M and a meaningful EPS beat, with upside potential from variables I couldn't factor in my numbers:\n\nThird-party flights: usually ~20% of https://t.co/3NPdHZgWLq", "quoted_text": null, "parent_author": "WealthyReadings", "ret_m1d": -0.0343210270918467, "ret_signed_m1d": -0.0343210270918467, "alpha_spy_m1d": -0.03384088709831601, "alpha_c_m1d": -0.04453065200008555, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": 0.010209624908238846, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010943909185217926, "ret_signed_p1d": 0.010943909185217926, "alpha_spy_p1d": 0.02194200679947811, "alpha_c_p1d": 0.008721354690180316, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": 0.0022225544950376097, "ret_p1w": -0.07340684709721779, "ret_signed_p1w": -0.07340684709721779, "alpha_spy_p1w": -0.059135417682944724, "alpha_c_p1w": -0.08507509718816042, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": 0.011668250090942633, "ret_p1m": 0.08509523565012755, "ret_signed_p1m": 0.08509523565012755, "alpha_spy_p1m": 0.09631160313278753, "alpha_c_p1m": -0.015196435717078405, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": 0.10029167136720596, "ret_p3m": 0.037298944562613956, "ret_signed_p3m": 0.037298944562613956, "alpha_spy_p3m": 0.02655268990971904, "alpha_c_p3m": -0.06544627411684778, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.10274521867946174, "ret_p6m": -0.15716205396558092, "ret_signed_p6m": -0.15716205396558092, "alpha_spy_p6m": -0.19366809233255355, "alpha_c_p6m": -0.1813772284977211, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.02421517453214017, "ret_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": -0.07340684709721779, "alpha_spy_stated": -0.059135417682944724, "alpha_c_stated": -0.08507509718816042, "price_path": [-0.1025, -0.0433, -0.0639, -0.1155, -0.136, -0.1476, -0.0526, -0.0237, -0.017, -0.0341, -0.0504, -0.0645, -0.0867, -0.0926, -0.1155, -0.1077, -0.1441, -0.1425, -0.1261, -0.131, -0.1441, -0.1441, -0.1695, -0.2038, -0.2254, -0.2257, -0.214, -0.1939, -0.1975, -0.129, -0.1471, -0.1491, -0.1129, -0.108, -0.0984, -0.0896, -0.0683, -0.1027, -0.1257, -0.152, -0.1522, -0.1614, -0.1647, -0.1447, -0.1359, -0.1387, -0.1518, -0.1425, -0.1211, -0.1589, -0.2012, -0.1683, -0.1719, -0.1616, -0.1388, -0.1243, -0.1074, -0.1056, -0.11, -0.0403, -0.0283, -0.0139, -0.0343, 0.0, 0.0109, -0.0207, -0.0715, -0.0902, -0.0734, -0.0695, -0.1128, -0.0888, -0.0907, -0.1127, -0.1397, -0.1438, -0.1557, -0.1284, -0.0063, -0.0782, -0.0252, 0.0439, 0.087, 0.0851, 0.0851, 0.0893, 0.1199, 0.0555, 0.043, 0.0321, 0.0163, 0.017, 0.0036, -0.0232, -0.0499, -0.0561, -0.0832, -0.0691, -0.0922, -0.0986, -0.0495, -0.037, -0.0456, -0.0546, -0.0546, -0.0753, -0.0838, -0.0923, -0.0943, -0.0943, -0.0866, -0.0599, -0.0123, 0.022, 0.0242, 0.0205, 0.0025, 0.0625, 0.0569, 0.0698, 0.0674, 0.0674, 0.0567, -0.0038, 0.0281, 0.0073, 0.0373, 0.031, 0.0497, 0.0346, -0.0026, -0.0025, 0.0104, -0.0294, -0.0351, 0.0055, 0.015, 0.037, -0.0076, -0.0432, -0.0334, -0.0334, -0.0037, 0.0088, -0.0107, -0.0005, 0.0025, 0.0258, -0.0184, 0.0019, 0.0814, 0.0944, 0.1018, 0.0993, 0.0428, -0.0351, 0.0034, -0.0258, -0.0398, -0.0969, -0.0807, -0.0716, -0.0715, -0.1572, -0.1534, -0.152, -0.1656, -0.1891, -0.2173, -0.2391, -0.2626, -0.2979, -0.2599, -0.2525, -0.2503, -0.2503, -0.2198, -0.201, -0.1858, -0.187, -0.1513, -0.156, -0.1388, -0.1356, -0.1876, -0.1374, -0.1578, -0.1892, -0.1464, -0.1572]}
{"unit_id": "reply:1978416209528860989", "ticker_idx": 0, "ts": "2025-10-15T11:02:36+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "reinforcing the long-term bull case for this becoming a significant growth driver for $GOOGL", "tweet_type": "analysis", "timeline": "years", "summary": "Long GOOGL: Waymo UK expansion validates software-first model; scaling will drive costs down and become a significant growth driver long-term.", "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": "@qualtrim Waymo's UK expansion is a major step. It validates their software-first model, designed to be rolled out across different car brands. \n\nAs they scale, costs will fall, reinforcing the long-term bull case for this becoming a significant growth driver for $GOOGL.", "reply_text": null, "parent_text": "Waymo expands to London in 2026.\n\nIs Google the leader in robo-taxi technology?\n\n$GOOGL $GOOG https://t.co/DWiWK7tJER", "quoted_text": null, "parent_author": "qualtrim", "ret_m1d": -0.022228434395340835, "ret_signed_m1d": -0.022228434395340835, "alpha_spy_m1d": -0.01780852679771272, "alpha_c_m1d": -0.015209328318686599, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.007019106076654236, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001712976285638046, "ret_signed_p1d": 0.001712976285638046, "alpha_spy_p1d": 0.008523295885859983, "alpha_c_p1d": 0.012371522485580266, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.01065854619994222, "ret_p1w": 0.002629210916980762, "ret_signed_p1w": 0.002629210916980762, "alpha_spy_p1w": -0.0013246787506606683, "alpha_c_p1w": 0.0005494831955343837, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.0020797277214463783, "ret_p1m": 0.10970801263750896, "ret_signed_p1m": 0.10970801263750896, "alpha_spy_p1m": 0.09937975264224774, "alpha_c_p1m": 0.1397773731414148, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": -0.03006936050390585, "ret_p3m": 0.3228580259601843, "ret_signed_p3m": 0.3228580259601843, "alpha_spy_p3m": 0.27468368843978275, "alpha_c_p3m": 0.3009294569189278, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.021928569041256507, "ret_p6m": 0.27045639678733213, "ret_signed_p6m": 0.27045639678733213, "alpha_spy_p6m": 0.24247653964213556, "alpha_c_p6m": 0.2738726205848476, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": -0.003416223797515494, "ret_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": [-0.2635, -0.2434, -0.2385, -0.2429, -0.2352, -0.2311, -0.2335, -0.2209, -0.2178, -0.2362, -0.2473, -0.2237, -0.2252, -0.2196, -0.2178, -0.1983, -0.2, -0.1907, -0.1962, -0.1923, -0.1885, -0.1901, -0.1977, -0.2067, -0.205, -0.1798, -0.1702, -0.1756, -0.1742, -0.1577, -0.1526, -0.1526, -0.1588, -0.082, -0.0754, -0.0647, -0.0677, -0.0454, -0.0472, -0.0425, -0.0408, 0.0023, 0.0005, -0.006, 0.004, 0.0147, 0.006, 0.0025, -0.0155, -0.0209, -0.0179, -0.0278, -0.0316, -0.0244, -0.0213, -0.0226, -0.0024, -0.021, -0.0255, -0.0378, -0.0576, -0.0274, -0.0222, 0.0, 0.0017, 0.009, 0.022, -0.0023, 0.0026, 0.0082, 0.0354, 0.0727, 0.0655, 0.0938, 0.1213, 0.1201, 0.1302, 0.1056, 0.1326, 0.1343, 0.1107, 0.1556, 0.1605, 0.1421, 0.1097, 0.1011, 0.1354, 0.1325, 0.1664, 0.153, 0.1937, 0.2691, 0.2885, 0.2745, 0.2745, 0.2755, 0.2544, 0.2581, 0.2733, 0.2653, 0.2798, 0.2505, 0.2639, 0.2764, 0.2454, 0.2329, 0.2286, 0.222, 0.1828, 0.2057, 0.2244, 0.2348, 0.2531, 0.252, 0.252, 0.2497, 0.2499, 0.2511, 0.2477, 0.2477, 0.2562, 0.2618, 0.253, 0.2835, 0.2973, 0.3097, 0.3229, 0.3392, 0.3387, 0.3265, 0.3154, 0.3154, 0.2836, 0.309, 0.3176, 0.3072, 0.3284, 0.3336, 0.3394, 0.3483, 0.3473, 0.37, 0.3541, 0.3276, 0.3204, 0.287, 0.2928, 0.2699, 0.2395, 0.2317, 0.2187, 0.2187, 0.2039, 0.2091, 0.2072, 0.2556, 0.2417, 0.2393, 0.2473, 0.2253, 0.2427, 0.2218, 0.2101, 0.2083, 0.1994, 0.19, 0.2221, 0.2248, 0.2314, 0.2109, 0.2058, 0.2189, 0.2403, 0.2274, 0.2251, 0.2007, 0.2049, 0.1586, 0.1605, 0.1206, 0.0943, 0.091, 0.1471, 0.1863, 0.1798, 0.1798, 0.1967, 0.2185, 0.2658, 0.2705]}
{"unit_id": "orig:1990873273576354014", "ticker_idx": 0, "ts": "2025-11-18T20:02:31+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will keep buying at these prices! $AMPX at $10.18", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMPX, HIMS, IREN, and FLNC at current prices; continuing to accumulate.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "I will keep buying at these prices!\n\nBuys of today:\n$AMPX at $10.18\n$HIMS at $34.97\n$IREN at $47.63\n$FLNC at $16.44\n\nWhat are you buying? https://t.co/251HvW1sX1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022492949334778634, "ret_signed_m1d": -0.022492949334778634, "alpha_spy_m1d": -0.03096161878200754, "alpha_c_m1d": -0.026964031665596244, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.004471082330817611, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013120931801472002, "ret_signed_p1d": 0.013120931801472002, "alpha_spy_p1d": 0.00925775515819538, "alpha_c_p1d": 0.00978433692370606, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0033365948777659415, "ret_p1w": 0.0056231926441767666, "ret_signed_p1w": 0.0056231926441767666, "alpha_spy_p1w": -0.017010457828399383, "alpha_c_p1w": -0.008190540231431065, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.013813732875607831, "ret_p1m": -0.17713217711421192, "ret_signed_p1m": -0.17713217711421192, "alpha_spy_p1m": -0.1942816196592022, "alpha_c_p1m": -0.20168990162306455, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.02455772450885263, "ret_p3m": -0.06560448024928889, "ret_signed_p3m": -0.06560448024928889, "alpha_spy_p3m": -0.1014857051884267, "alpha_c_p3m": -0.23188079558195096, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.16627631533266207, "ret_p6m": 0.6419869102614819, "ret_signed_p6m": 0.6419869102614819, "alpha_spy_p6m": 0.5110078248934453, "alpha_c_p6m": 0.47612679621082665, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.16586011405065526, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17713217711421192, "alpha_spy_stated": -0.1942816196592022, "alpha_c_stated": -0.20168990162306455, "price_path": [-0.3636, -0.328, -0.2802, -0.268, -0.3158, -0.3083, -0.3355, -0.3355, -0.314, -0.3355, -0.3505, -0.3336, -0.2793, -0.2671, -0.3093, -0.2371, -0.2381, -0.2156, -0.1434, -0.0262, 0.075, 0.1031, 0.1303, 0.0956, 0.0394, 0.0375, 0.0244, 0.0, -0.0141, 0.1284, 0.1706, 0.194, 0.2596, 0.1874, 0.164, 0.2006, 0.1181, 0.209, 0.2418, 0.3693, 0.1978, 0.1097, 0.268, 0.1443, 0.0675, 0.0928, 0.2081, 0.1837, 0.1153, 0.1715, 0.1518, 0.3205, 0.2709, 0.134, 0.2221, 0.0553, 0.1931, 0.2737, 0.2109, 0.1593, 0.0984, 0.0581, -0.0225, 0.0, 0.0131, -0.0347, -0.0525, 0.0122, 0.0056, 0.0131, 0.0131, 0.0609, -0.0056, 0.0178, 0.0797, 0.1453, 0.1415, 0.1059, 0.0965, 0.0347, 0.0722, 0.0225, -0.0581, -0.0366, -0.1771, -0.1425, -0.1237, -0.15, -0.1828, -0.2006, -0.2006, -0.2249, -0.2577, -0.2662, -0.2605, -0.2605, -0.1809, -0.1368, -0.1387, -0.1659, -0.134, -0.1115, -0.0619, -0.0937, -0.0291, -0.0487, 0.0309, 0.0309, 0.0469, 0.0562, 0.12, 0.0469, 0.0216, 0.0853, 0.1228, 0.2727, 0.1659, 0.2324, 0.3758, 0.1621, -0.0084, 0.1471, 0.1706, 0.0825, 0.0412, -0.045, -0.0656, -0.0656, -0.0843, -0.0712, -0.03, -0.1078, -0.044, 0.0122, 0.0366, 0.0797, 0.0056, 0.0862, 0.09, 0.1762, 0.3955, 0.5305, 0.6607, 0.687, 0.7423, 0.7142, 0.6823, 0.7516, 0.8163, 0.7713, 0.791, 0.7057, 0.7507, 0.6645, 0.6804, 0.6082, 0.5108, 0.3796, 0.5801, 0.4545, 0.4995, 0.4995, 0.6457, 0.5651, 0.5858, 0.5136, 0.6139, 0.7235, 0.6767, 0.7151, 0.7929, 0.7498, 0.8379, 1.0084, 1.1265, 1.0366, 0.9363, 1.0075, 0.8454, 0.9063, 0.9738, 0.956, 0.91, 1.0056, 1.0797, 0.5098, 0.5651, 0.657, 0.7648, 0.642]}
{"unit_id": "orig:1990873273576354014", "ticker_idx": 1, "ts": "2025-11-18T20:02:31+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 will keep buying at these prices! $HIMS at $34.97", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMPX, HIMS, IREN, and FLNC at current prices; continuing to accumulate.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "I will keep buying at these prices!\n\nBuys of today:\n$AMPX at $10.18\n$HIMS at $34.97\n$IREN at $47.63\n$FLNC at $16.44\n\nWhat are you buying? https://t.co/251HvW1sX1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01875335140527834, "ret_signed_m1d": -0.01875335140527834, "alpha_spy_m1d": -0.027222020852507245, "alpha_c_m1d": -0.027222020852507245, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.008468669447228905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011858701334334087, "ret_signed_p1d": -0.011858701334334087, "alpha_spy_p1d": -0.01572187797761071, "alpha_c_p1d": -0.01572187797761071, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": 0.02289028873346055, "ret_signed_p1w": 0.02289028873346055, "alpha_spy_p1w": 0.0002566382608844009, "alpha_c_p1w": 0.0002566382608844009, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.02263365047257615, "ret_p1m": -0.03557631441102427, "ret_signed_p1m": -0.03557631441102427, "alpha_spy_p1m": -0.05272575695601456, "alpha_c_p1m": -0.05272575695601456, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": -0.5504688364152323, "ret_signed_p3m": -0.5504688364152323, "alpha_spy_p3m": -0.5863500613543701, "alpha_c_p3m": -0.5863500613543701, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": -0.3342526059822578, "ret_signed_p6m": -0.3342526059822578, "alpha_spy_p6m": -0.4652316913502944, "alpha_c_p6m": -0.4652316913502944, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03557631441102427, "alpha_spy_stated": -0.05272575695601456, "alpha_c_stated": -0.05272575695601456, "price_path": [0.2124, 0.2292, 0.1856, 0.2507, 0.2137, 0.2168, 0.168, 0.168, 0.1453, 0.2261, 0.3268, 0.3351, 0.369, 0.318, 0.3177, 0.4275, 0.5306, 0.4881, 0.4035, 0.3886, 0.5499, 0.5946, 0.5913, 0.5444, 0.4686, 0.5132, 0.6106, 0.6304, 0.5643, 0.553, 0.596, 0.449, 0.5102, 0.5987, 0.6042, 0.6065, 0.4879, 0.5094, 0.4898, 0.7308, 0.6313, 0.3729, 0.4164, 0.3613, 0.3089, 0.3373, 0.3453, 0.3301, 0.2995, 0.286, 0.2151, 0.2537, 0.2242, 0.1801, 0.206, 0.1451, 0.1315, 0.1321, 0.0962, 0.0761, -0.0058, 0.0199, -0.0188, 0.0, -0.0119, -0.0728, -0.0427, 0.0419, 0.0229, 0.059, 0.059, 0.0965, 0.0345, 0.0014, 0.0223, 0.1037, 0.0811, 0.0789, 0.0982, 0.0447, 0.0416, 0.0262, -0.0003, 0.0165, -0.0356, -0.0411, -0.0193, -0.0334, -0.0403, -0.0438, -0.0438, -0.0538, -0.0596, -0.0888, -0.1045, -0.1045, -0.0786, -0.0427, -0.0221, -0.0221, -0.0659, -0.126, -0.1081, -0.112, -0.1362, -0.1387, -0.1346, -0.1346, -0.1597, -0.2033, -0.1583, -0.1831, -0.1649, -0.1815, -0.2093, -0.1762, -0.2529, -0.2708, -0.2956, -0.3271, -0.3525, -0.3651, -0.4669, -0.5245, -0.5397, -0.5643, -0.5505, -0.5505, -0.5513, -0.5632, -0.5637, -0.5689, -0.5723, -0.5736, -0.5637, -0.5698, -0.5996, -0.5455, -0.5637, -0.5463, -0.5621, -0.5659, -0.3889, -0.3527, -0.2863, -0.3425, -0.3169, -0.3138, -0.3111, -0.3616, -0.3337, -0.3927, -0.3806, -0.4115, -0.4253, -0.4247, -0.4655, -0.4821, -0.4275, -0.4528, -0.4721, -0.4721, -0.4393, -0.4622, -0.4653, -0.4553, -0.4641, -0.4167, -0.4109, -0.3301, -0.2557, -0.2052, -0.1448, -0.1793, -0.1999, -0.2237, -0.1572, -0.1895, -0.2303, -0.2739, -0.2507, -0.2441, -0.2479, -0.2739, -0.2587, -0.2926, -0.2204, -0.1964, -0.3097, -0.3343]}
{"unit_id": "orig:1990873273576354014", "ticker_idx": 2, "ts": "2025-11-18T20:02:31+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will keep buying at these prices! $IREN at $47.63", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMPX, HIMS, IREN, and FLNC at current prices; continuing to accumulate.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "I will keep buying at these prices!\n\nBuys of today:\n$AMPX at $10.18\n$HIMS at $34.97\n$IREN at $47.63\n$FLNC at $16.44\n\nWhat are you buying? https://t.co/251HvW1sX1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02947796666711955, "ret_signed_m1d": -0.02947796666711955, "alpha_spy_m1d": -0.03794663611434845, "alpha_c_m1d": -0.031035294077111808, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.0015573274099922596, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.061821836998956825, "ret_signed_p1d": -0.061821836998956825, "alpha_spy_p1d": -0.06568501364223345, "alpha_c_p1d": -0.0655205177842696, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.003698680785312769, "ret_p1w": -0.028249688772232773, "ret_signed_p1w": -0.028249688772232773, "alpha_spy_p1w": -0.05088333924480892, "alpha_c_p1w": -0.05102564912100371, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.02277596034877094, "ret_p1m": -0.3084953974524225, "ret_signed_p1m": -0.3084953974524225, "alpha_spy_p1m": -0.3256448399974128, "alpha_c_p1m": -0.3719566209469829, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.0634612234945604, "ret_p3m": -0.13572154473925513, "ret_signed_p3m": -0.13572154473925513, "alpha_spy_p3m": -0.17160276967839294, "alpha_c_p3m": -0.14468638088915442, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.008964836149899291, "ret_p6m": 0.12937563750738534, "ret_signed_p6m": 0.12937563750738534, "alpha_spy_p6m": -0.0016034478606512526, "alpha_c_p6m": 0.12818353302732, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.001192104480065348, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3084953974524225, "alpha_spy_stated": -0.3256448399974128, "alpha_c_stated": -0.3719566209469829, "price_path": [-0.599, -0.5613, -0.5267, -0.5294, -0.5424, -0.5284, -0.4579, -0.4579, -0.4041, -0.4225, -0.4651, -0.4647, -0.4639, -0.382, -0.3116, -0.3275, -0.3048, -0.2397, -0.2538, -0.2242, -0.2565, -0.209, -0.1423, -0.1449, -0.035, -0.0524, -0.1431, -0.0598, -0.0393, -0.0362, -0.0375, 0.033, 0.1822, 0.2626, 0.2301, 0.3071, 0.2235, 0.313, 0.424, 0.3916, 0.2657, 0.243, 0.2123, 0.1299, 0.061, 0.1435, 0.2876, 0.3304, 0.2778, 0.2368, 0.1918, 0.2436, 0.3869, 0.364, 0.5642, 0.3707, 0.277, 0.2317, 0.1746, 0.1402, -0.0041, -0.0508, -0.0295, 0.0, -0.0618, -0.1101, -0.1349, -0.0074, -0.0282, -0.0082, -0.0082, -0.0213, -0.0074, -0.1582, -0.1001, -0.0491, -0.0847, -0.0514, -0.0411, -0.1009, -0.1005, -0.1785, -0.2737, -0.251, -0.3085, -0.2671, -0.1828, -0.1394, -0.1388, -0.1406, -0.1406, -0.175, -0.1932, -0.216, -0.2268, -0.2268, -0.1259, -0.0125, -0.0602, -0.107, -0.0649, -0.0577, 0.0303, 0.0847, 0.0825, 0.0622, 0.1836, 0.1836, 0.1107, 0.0948, 0.0698, 0.1603, 0.0719, 0.228, 0.2884, 0.225, 0.1001, 0.0866, 0.1134, -0.08, -0.1855, -0.1437, -0.0553, -0.1212, -0.1265, -0.1806, -0.1357, -0.1357, -0.1613, -0.1386, -0.1138, -0.1816, -0.1329, -0.0696, -0.0987, -0.0944, -0.1617, -0.1527, -0.2047, -0.1026, -0.1786, -0.2487, -0.2049, -0.2197, -0.1406, -0.1531, -0.1488, -0.08, -0.1206, -0.1359, -0.1472, -0.1548, -0.1369, -0.1582, -0.1519, -0.2334, -0.2817, -0.3527, -0.2983, -0.3021, -0.2882, -0.2882, -0.2809, -0.2684, -0.2461, -0.2414, -0.1951, -0.1183, -0.0303, -0.0006, -0.0235, -0.0149, -0.0027, -0.0753, -0.0094, 0.0649, 0.0366, -0.01, -0.0903, -0.1226, -0.0684, -0.0653, 0.0129, 0.1206, 0.2483, 0.1638, 0.2528, 0.129, 0.1578, 0.1294]}
{"unit_id": "orig:1990873273576354014", "ticker_idx": 3, "ts": "2025-11-18T20:02:31+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I will keep buying at these prices! $FLNC at $16.44", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Buying AMPX, HIMS, IREN, and FLNC at current prices; continuing to accumulate.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "I will keep buying at these prices!\n\nBuys of today:\n$AMPX at $10.18\n$HIMS at $34.97\n$IREN at $47.63\n$FLNC at $16.44\n\nWhat are you buying? https://t.co/251HvW1sX1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.012338371258789449, "ret_signed_m1d": 0.012338371258789449, "alpha_spy_m1d": 0.003869701811560544, "alpha_c_m1d": 0.003869701811560544, "bench_spy_m1d": 0.008468669447228905, "bench_c_m1d": 0.008468669447228905, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012338483323923621, "ret_signed_p1d": -0.012338483323923621, "alpha_spy_p1d": -0.016201659967200244, "alpha_c_p1d": -0.016201659967200244, "bench_spy_p1d": 0.0038631766432766224, "bench_c_p1d": 0.0038631766432766224, "ret_p1w": -0.014688601250064104, "ret_signed_p1w": -0.014688601250064104, "alpha_spy_p1w": -0.037322251722640254, "alpha_c_p1w": -0.037322251722640254, "bench_spy_p1w": 0.02263365047257615, "bench_c_p1w": 0.02263365047257615, "ret_p1m": 0.09106928292434424, "ret_signed_p1m": 0.09106928292434424, "alpha_spy_p1m": 0.07391984037935395, "alpha_c_p1m": 0.07391984037935395, "bench_spy_p1m": 0.01714944254499029, "bench_c_p1m": 0.01714944254499029, "ret_p3m": 0.08460626251347314, "ret_signed_p3m": 0.08460626251347314, "alpha_spy_p3m": 0.04872503757433533, "alpha_c_p3m": 0.04872503757433533, "bench_spy_p3m": 0.03588122493913781, "bench_c_p3m": 0.03588122493913781, "ret_p6m": 0.2984723729186982, "ret_signed_p6m": 0.2984723729186982, "alpha_spy_p6m": 0.16749328755066162, "alpha_c_p6m": 0.16749328755066162, "bench_spy_p6m": 0.1309790853680366, "bench_c_p6m": 0.1309790853680366, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09106928292434424, "alpha_spy_stated": 0.07391984037935395, "alpha_c_stated": 0.07391984037935395, "price_path": [-0.5981, -0.557, -0.5611, -0.5546, -0.5723, -0.5447, -0.5652, -0.5652, -0.5928, -0.6034, -0.6034, -0.5564, -0.5764, -0.6016, -0.6028, -0.5922, -0.5887, -0.5658, -0.5593, -0.5629, -0.5347, -0.4501, -0.3772, -0.4001, -0.3431, -0.3108, -0.3002, -0.3302, -0.3655, -0.2098, -0.2333, -0.1898, -0.1034, -0.1874, -0.121, -0.1246, -0.2309, -0.0664, 0.084, 0.2597, 0.1504, 0.0767, 0.084, -0.0447, -0.1058, -0.0582, 0.1469, 0.1011, 0.0635, 0.1915, 0.2027, 0.2338, 0.2227, 0.1269, 0.2174, 0.1645, 0.2215, 0.2803, 0.218, 0.1287, -0.0452, 0.0523, 0.0123, 0.0, -0.0123, -0.0887, -0.0952, -0.0717, -0.0147, 0.1157, 0.1157, 0.1539, 0.1392, 0.1727, 0.1663, 0.3713, 0.4078, 0.3431, 0.4066, 0.3989, 0.5153, 0.3038, 0.2644, 0.2521, 0.0911, 0.1345, 0.1727, 0.2015, 0.1557, 0.1651, 0.1651, 0.1874, 0.1733, 0.1669, 0.1622, 0.1622, 0.3519, 0.3073, 0.2826, 0.208, 0.2444, 0.3631, 0.3678, 0.3995, 0.3308, 0.4982, 0.5911, 0.5911, 0.4988, 0.5476, 0.6022, 0.5828, 0.5934, 0.671, 0.8208, 0.8549, 0.8079, 0.8149, 0.8937, 0.7033, 0.1134, 0.1422, 0.1398, 0.1157, 0.0294, 0.0247, 0.0846, 0.0846, 0.0447, 0.0241, -0.027, -0.0276, -0.0558, -0.0311, -0.0405, -0.0482, -0.087, -0.1116, -0.1234, -0.0717, -0.074, -0.1316, -0.0776, -0.0082, 0.0053, -0.0353, -0.0376, -0.0141, -0.0306, -0.0605, -0.0582, -0.111, -0.0975, -0.0511, -0.0394, -0.121, -0.1686, -0.2362, -0.1915, -0.235, -0.2186, -0.2186, -0.2244, -0.2215, -0.2291, -0.2033, -0.1904, -0.198, -0.1304, -0.1063, -0.1199, -0.2048, -0.2579, -0.2497, -0.2068, -0.2056, -0.2139, -0.215, -0.2744, -0.3049, -0.2844, -0.2838, -0.2756, -0.2544, -0.2033, 0.1146, 0.4195, 0.4824, 0.2503, 0.2985]}
{"unit_id": "reply:1979264768322998418", "ticker_idx": 0, "ts": "2025-10-17T19:14:28+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 long-term $HIMS targets. They will continue to grow soon.", "tweet_type": "prediction", "timeline": "years", "summary": "Long HIMS long-term; expects continued growth toward stated price targets.", "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": "@danielisdizzy My long-term $HIMS targets. They will continue to grow soon. https://t.co/rlRdH2WpHZ", "reply_text": null, "parent_text": "The $HIMS short squeeze hasn’t happened — yet.\n\nBut here’s what has happened:\nThey just launched Treatments for Menopause & Perimenopause, and Hers is on track to deliver over $1B in revenue next year.\nBy 2030, they expect $6.5B+ in revenue, about 3x 2025 levels.\n\n$HIMS also has https://t.co/CwSxfFJO2P", "quoted_text": null, "parent_author": "danielisdizzy", "ret_m1d": 0.18822826388816516, "ret_signed_m1d": 0.18822826388816516, "alpha_spy_m1d": 0.19387261685363189, "alpha_c_m1d": 0.19387261685363189, "bench_spy_m1d": -0.005644352965466726, "bench_c_m1d": -0.005644352965466726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031739692040968936, "ret_signed_p1d": 0.031739692040968936, "alpha_spy_p1d": 0.021339191778045663, "alpha_c_p1d": 0.021339191778045663, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": -0.020088389403815965, "ret_signed_p1w": -0.020088389403815965, "alpha_spy_p1w": -0.039444492629079786, "alpha_c_p1w": -0.039444492629079786, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.2852550682292877, "ret_signed_p1m": -0.2852550682292877, "alpha_spy_p1m": -0.28718162883925136, "alpha_c_p1m": -0.28718162883925136, "bench_spy_p1m": 0.0019265606099636567, "bench_c_p1m": 0.0019265606099636567, "ret_p3m": -0.37083165000297325, "ret_signed_p3m": -0.37083165000297325, "alpha_spy_p3m": -0.41299052794235835, "alpha_c_p3m": -0.41299052794235835, "bench_spy_p3m": 0.04215887793938511, "bench_c_p3m": 0.04215887793938511, "ret_p6m": -0.5751305717724043, "ret_signed_p6m": -0.5751305717724043, "alpha_spy_p6m": -0.6136871639229783, "alpha_c_p6m": -0.6136871639229783, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0046, 0.1655, 0.1515, 0.1581, 0.1788, 0.2107, 0.3164, 0.3294, 0.2565, 0.2726, 0.1153, 0.0271, 0.0255, 0.0434, 0.004, -0.0366, -0.0291, -0.0532, -0.0755, -0.094, -0.1527, -0.1286, -0.1169, -0.1047, -0.1364, -0.089, -0.1159, -0.1137, -0.1493, -0.1493, -0.1657, -0.1069, -0.0335, -0.0275, -0.0028, -0.04, -0.0402, 0.0398, 0.1149, 0.084, 0.0223, 0.0115, 0.129, 0.1615, 0.1591, 0.1249, 0.0697, 0.1022, 0.1732, 0.1876, 0.1394, 0.1312, 0.1625, 0.0554, 0.1, 0.1645, 0.1685, 0.1701, 0.0838, 0.0994, 0.0852, 0.2607, 0.1882, 0.0, 0.0317, -0.0084, -0.0466, -0.0259, -0.0201, -0.0311, -0.0534, -0.0633, -0.1149, -0.0868, -0.1083, -0.1404, -0.1215, -0.1659, -0.1758, -0.1754, -0.2015, -0.2162, -0.2758, -0.2571, -0.2853, -0.2716, -0.2802, -0.3246, -0.3027, -0.2411, -0.2549, -0.2286, -0.2286, -0.2013, -0.2465, -0.2706, -0.2553, -0.1961, -0.2125, -0.2141, -0.2001, -0.2391, -0.2413, -0.2525, -0.2718, -0.2595, -0.2975, -0.3015, -0.2857, -0.2959, -0.3009, -0.3035, -0.3035, -0.3108, -0.315, -0.3363, -0.3477, -0.3477, -0.3288, -0.3027, -0.2877, -0.2877, -0.3196, -0.3634, -0.3503, -0.3532, -0.3708, -0.3726, -0.3696, -0.3696, -0.3879, -0.4196, -0.3869, -0.405, -0.3917, -0.4038, -0.4241, -0.4, -0.4558, -0.4689, -0.4869, -0.5098, -0.5283, -0.5376, -0.6117, -0.6537, -0.6647, -0.6826, -0.6726, -0.6726, -0.6732, -0.6818, -0.6822, -0.686, -0.6884, -0.6894, -0.6822, -0.6866, -0.7083, -0.6689, -0.6822, -0.6695, -0.681, -0.6838, -0.5548, -0.5285, -0.4801, -0.5211, -0.5024, -0.5002, -0.4982, -0.535, -0.5147, -0.5577, -0.5488, -0.5713, -0.5814, -0.581, -0.6107, -0.6227, -0.583, -0.6014, -0.6155, -0.6155, -0.5916, -0.6083, -0.6105, -0.6033, -0.6097, -0.5751]}
{"unit_id": "reply:1973388206113480906", "ticker_idx": 0, "ts": "2025-10-01T14:03:06+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think a new pharma wave will start soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on HIMS; expects a new pharma wave to lift it soon.", "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": "@YodaStockInvest patiently waiting for $HIMS to come down, but I think a new pharma wave will start soon.", "reply_text": null, "parent_text": "I'M BEGGING MR. MARKET FOR MORE:\n$AMD<$100\n$HIMS<$30\n$SOFI<$15\n$FUBO<$3\nI’m still young and in my accumulation phase.", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.007281119471017838, "ret_signed_m1d": 0.007281119471017838, "alpha_spy_m1d": 0.010677027827708852, "alpha_c_m1d": 0.010677027827708852, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": -0.003395908356691013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.02655191380300237, "alpha_c_p1d": 0.02655191380300237, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.001151824796685963, "ret_p1w": 0.03303137542696866, "ret_signed_p1w": 0.03303137542696866, "alpha_spy_p1w": 0.026060032028786262, "alpha_c_p1w": 0.026060032028786262, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.006971343398182395, "ret_p1m": -0.21754572369466196, "ret_signed_p1m": -0.21754572369466196, "alpha_spy_p1m": -0.23457028524676693, "alpha_c_p1m": -0.23457028524676693, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.017024561552104966, "ret_p3m": -0.39442376767024157, "ret_signed_p3m": -0.39442376767024157, "alpha_spy_p3m": -0.42648677325075957, "alpha_c_p3m": -0.42648677325075957, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.032063005580518, "ret_p6m": -0.6295506996693861, "ret_signed_p6m": -0.6295506996693861, "alpha_spy_p6m": -0.6000992089304313, "alpha_c_p6m": -0.6000992089304313, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": -0.02945149073895481, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": -0.23457028524676693, "alpha_c_stated": -0.23457028524676693, "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": "orig:2018432010524447152", "ticker_idx": 0, "ts": "2026-02-02T21:11:06+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is successfully turning AI hype into hard, recurring enterprise value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: watershed Q4 beat, 70% YoY revenue growth, 137% US commercial surge, AIP becoming enterprise OS, Rule of 40 of 127%, strong 2026 guidance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR just reported an outstanding Q4 double beat and a massive 2026 revenue guidance. Stock is up 7% after earnings. \n\nPalantir’s Q4 2025 earnings represent a watershed moment for the company. Revenue jumped 70% year-over-year, fueled by an explosive 137% surge in U.S. commercial sales. This proves that their Artificial Intelligence Platform (AIP) is no longer just a pilot program; it is becoming the central operating system for American business.\n\nFinancially, Palantir has become a cash machine. They reported a record Rule of 40 score of 127%, a rare metric that shows they are growing at hyper-speed while remaining highly profitable. 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{"unit_id": "reply:1999197552646795310", "ticker_idx": 0, "ts": "2025-12-11T19:20:14+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASML is the best European company imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Decisive quality verdict on ASML as best European company; implied bullish stance.", "resolved_tickers": ["ASML.AS"], "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": "@BourbonCap $ASML is the best European company imo", "reply_text": null, "parent_text": "$ASML CEO absolutely nailed it: \n\nhigh demand for AI will create new players in the market, more designers, more developers and more AI products \n\nThen you have the hyperscalers: you can't play in AI without them, and hyperscalers need to keep buying the latest generation of", "quoted_text": null, "parent_author": "BourbonCap", "ret_m1d": 0.01685941727721385, "ret_signed_m1d": 0.01685941727721385, "alpha_spy_m1d": 0.01918096120125712, "alpha_c_m1d": 0.008204560429135421, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.00865485684807843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0061601729704654495, "ret_signed_p1d": 0.0061601729704654495, "alpha_spy_p1d": 0.01691215924872813, "alpha_c_p1d": 0.051375752026436516, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.04521557905597107, "ret_p1w": -0.02561339258065165, "ret_signed_p1w": -0.02561339258065165, "alpha_spy_p1w": -0.007185345172506574, "alpha_c_p1w": 0.038125209431213225, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.06373860201186488, "ret_p1m": 0.17410574621580777, "ret_signed_p1m": 0.17410574621580777, "alpha_spy_p1m": 0.164019826409175, "alpha_c_p1m": 0.12141874079924864, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.05268700541655913, "ret_p3m": 0.29731860561825685, "ret_signed_p3m": 0.29731860561825685, "alpha_spy_p3m": 0.31181285140758985, "alpha_c_p3m": 0.22269727985091103, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.07462132576734581, "ret_p6m": 0.6426955367376226, "ret_signed_p6m": 0.6426955367376226, "alpha_spy_p6m": 0.5664014130708941, "alpha_c_p6m": 0.10190816505848921, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.5407873716791334, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17410574621580777, "alpha_spy_stated": 0.164019826409175, "alpha_c_stated": 0.12141874079924864, "price_path": [-0.2093, -0.2049, -0.1434, -0.1437, -0.1253, -0.1156, -0.1283, -0.1243, -0.1231, -0.1094, -0.1066, -0.0923, -0.0532, -0.0505, -0.032, -0.0562, -0.0811, -0.0832, -0.1219, -0.0895, -0.0867, -0.0582, -0.0534, -0.0553, -0.0301, -0.0401, -0.0613, -0.0423, -0.0351, -0.0203, -0.0193, -0.0064, 0.0132, -0.0078, 0.0013, -0.0079, -0.0202, -0.0324, -0.0589, -0.0417, -0.0415, -0.0362, -0.0473, -0.0553, -0.0528, -0.0645, -0.0418, -0.0384, -0.0987, -0.0719, -0.0702, -0.0173, -0.0304, -0.0237, 0.0015, 0.0149, 0.0412, 0.0346, 0.0284, 0.041, 0.0298, 0.0224, 0.0169, 0.0, 0.0062, -0.018, -0.0554, -0.0352, -0.0256, -0.0317, -0.0239, -0.0284, -0.0284, -0.0284, -0.02, -0.0075, -0.0042, -0.0042, 0.0659, 0.1382, 0.1467, 0.1367, 0.0948, 0.1689, 0.1741, 0.1916, 0.1717, 0.2422, 0.2614, 0.2109, 0.232, 0.248, 0.2714, 0.2733, 0.2731, 0.3159, 0.2908, 0.2882, 0.3137, 0.3237, 0.2865, 0.2327, 0.2424, 0.2902, 0.3038, 0.291, 0.3071, 0.2768, 0.2882, 0.2932, 0.2978, 0.3471, 0.34, 0.3588, 0.3519, 0.3672, 0.3943, 0.3337, 0.3348, 0.3099, 0.2573, 0.2984, 0.2835, 0.2413, 0.2419, 0.2986, 0.2973, 0.2774, 0.2765, 0.2958, 0.2919, 0.2889, 0.2646, 0.2209, 0.272, 0.3003, 0.3112, 0.2616, 0.2406, 0.2034, 0.2112, 0.2852, 0.2564, 0.2564, 0.2564, 0.2053, 0.3123, 0.3363, 0.3744, 0.3633, 0.3897, 0.3311, 0.3231, 0.3462, 0.3473, 0.3387, 0.3525, 0.3244, 0.3553, 0.3152, 0.2709, 0.2935, 0.3258, 0.3258, 0.2878, 0.3329, 0.4154, 0.4099, 0.431, 0.416, 0.3729, 0.4392, 0.4826, 0.4171, 0.3713, 0.3546, 0.4457, 0.459, 0.5282, 0.5516, 0.5073, 0.4928, 0.5086, 0.5019, 0.5119, 0.5854, 0.6108, 0.6247, 0.5859, 0.6427]}
{"unit_id": "quote:2031687366532817047", "ticker_idx": 0, "ts": "2026-03-11T11:03:09+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GLP-1 demand will boom. $LLY will make sure they are ready for this surge in demand", "tweet_type": "news_reaction", "timeline": "years", "summary": "Bullish LLY: GLP-1 demand will boom as patents fall off and LLY is positioning to capture the surge with China manufacturing.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "As patents and prescriptions will fall off, GLP-1 demand will boom. $LLY will make sure they are ready for this surge in demand.", "reply_text": null, "parent_text": null, "quoted_text": "Eli Lilly $LLY plans to invest $3 billion in China over the next decade to build manufacturing capacity for orforglipron, its experimental oral GLP-1 drug. https://t.co/OdaPQcZ84k", "parent_author": null, "ret_m1d": 0.0015102217128017958, "ret_signed_m1d": 0.0015102217128017958, "alpha_spy_m1d": 0.0002535098216236431, "alpha_c_m1d": 0.0002535098216236431, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0012567118911781527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022593643285594767, "ret_signed_p1d": -0.022593643285594767, "alpha_spy_p1d": -0.00740867701459158, "alpha_c_p1d": -0.00740867701459158, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.015184966271003186, "ret_p1w": -0.08180311556837583, "ret_signed_p1w": -0.08180311556837583, "alpha_spy_p1w": -0.059772371852048645, "alpha_c_p1w": -0.059772371852048645, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.022030743716327184, "ret_p1m": -0.044657177164043715, "ret_signed_p1m": -0.044657177164043715, "alpha_spy_p1m": -0.05269579664988233, "alpha_c_p1m": -0.05269579664988233, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.008038619485838616, "ret_p3m": 0.1513123892114756, "ret_signed_p3m": 0.1513123892114756, "alpha_spy_p3m": 0.05534040847948529, "alpha_c_p3m": 0.05534040847948529, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.09597198073199031, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.026, 0.0606, 0.0527, 0.0402, 0.0553, 0.0698, 0.0749, 0.07, 0.0754, 0.0754, 0.0761, 0.0771, 0.0781, 0.0731, 0.0731, 0.0787, 0.0399, 0.0624, 0.1064, 0.0836, 0.062, 0.0794, 0.0756, 0.0717, 0.0314, 0.0368, 0.0368, 0.0397, 0.0769, 0.0857, 0.0627, 0.0611, 0.0379, 0.0223, 0.0226, 0.0356, 0.0426, 0.0019, 0.1055, 0.0193, 0.0566, 0.0431, 0.0235, 0.0137, 0.0367, 0.0402, 0.0402, 0.0362, 0.0207, 0.0234, 0.0097, 0.0587, 0.0423, 0.029, 0.0222, 0.0522, 0.0181, 0.0079, 0.0037, -0.0166, -0.0095, 0.0086, 0.0015, 0.0, -0.0226, -0.0148, -0.0107, -0.0695, -0.0818, -0.0824, -0.0932, -0.0893, -0.0968, -0.0835, -0.1029, -0.1216, -0.1132, -0.0801, -0.0453, -0.0643, -0.0643, -0.0728, -0.0688, -0.0465, -0.0447, -0.0604, -0.0703, -0.0774, -0.0948, -0.0959, -0.0728, -0.08, -0.0968, -0.0784, -0.0822, -0.1159, -0.1316, -0.1259, -0.1487, -0.0653, -0.0365, -0.0319, -0.011, -0.0128, -0.0249, -0.0514, -0.0329, -0.01, 0.0159, 0.0069, 0.0068, -0.0101, 0.0233, 0.0208, 0.0436, 0.067, 0.067, 0.0667, 0.085, 0.1289, 0.1071, 0.0842, 0.0662, 0.0808, 0.1274, 0.1335, 0.1513, 0.1468, 0.1385, 0.1631, 0.1351, 0.1315, 0.1246, 0.1141, 0.1006, 0.1006, 0.1042, 0.1092, 0.1194, 0.1298, 0.2104, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2002407414675436010", "ticker_idx": 0, "ts": "2025-12-20T15:55:05+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 would be a real $HIMS catalyst", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Potential peptide deregulation seen as a real positive catalyst for 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": "reply_other", "lang": "en", "tweet_text": "@himshouse This would be a real $HIMS catalyst 👏🏼", "reply_text": null, "parent_text": "$HIMS $LLY $NVO\n\n🚨 LAST MONTH, CONGRESSWOMAN DIANA HARSHBARGER (R-TN) ASKED RFK JR. TO UNLEASH PEPTIDES LIKE BPC-157\n\n- 6 specific peptides\n- BPC-157, CJC-1295, Ipamorlin, Thymosin alpha-1, TB500, GHK-Cu\n- Experts say regulatory action likely coming soon 👀 https://t.co/wvct2UNDVY", "quoted_text": null, "parent_author": "himshouse", "ret_m1d": 0.014550703204900817, "ret_signed_m1d": 0.014550703204900817, "alpha_spy_m1d": 0.020742025927362517, "alpha_c_m1d": 0.020742025927362517, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007132667772947077, "ret_signed_p1d": -0.007132667772947077, "alpha_spy_p1d": -0.011703070112605962, "alpha_c_p1d": -0.011703070112605962, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": -0.027104159304373376, "ret_signed_p1w": -0.027104159304373376, "alpha_spy_p1w": -0.03151391213619059, "alpha_c_p1w": -0.03151391213619059, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.13067047142367227, "ret_signed_p1m": -0.13067047142367227, "alpha_spy_p1m": -0.12008382117377847, "alpha_c_p1m": -0.12008382117377847, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.3106989907758333, "ret_signed_p3m": -0.3106989907758333, "alpha_spy_p3m": -0.27414974937212755, "alpha_c_p3m": -0.27414974937212755, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.10213980033188408, "ret_signed_p6m": -0.10213980033188408, "alpha_spy_p6m": -0.2007761789963034, "alpha_c_p6m": -0.2007761789963034, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13067047142367227, "alpha_spy_stated": -0.12008382117377847, "alpha_c_stated": -0.12008382117377847, "price_path": [0.5193, 0.5655, 0.6662, 0.6867, 0.6183, 0.6066, 0.6511, 0.499, 0.5623, 0.6539, 0.6596, 0.6619, 0.5392, 0.5615, 0.5412, 0.7906, 0.6876, 0.4203, 0.4653, 0.4083, 0.3541, 0.3835, 0.3917, 0.376, 0.3444, 0.3304, 0.2571, 0.297, 0.2665, 0.2208, 0.2476, 0.1846, 0.1706, 0.1712, 0.1341, 0.1133, 0.0285, 0.0551, 0.0151, 0.0345, 0.0223, -0.0408, -0.0097, 0.0779, 0.0582, 0.0956, 0.0956, 0.1344, 0.0702, 0.0359, 0.0576, 0.1418, 0.1184, 0.1161, 0.1361, 0.0807, 0.0776, 0.0616, 0.0342, 0.0516, -0.0023, -0.008, 0.0146, 0.0, -0.0071, -0.0108, -0.0108, -0.0211, -0.0271, -0.0573, -0.0736, -0.0736, -0.0468, -0.0097, 0.0117, 0.0117, -0.0337, -0.0959, -0.0773, -0.0813, -0.1064, -0.109, -0.1047, -0.1047, -0.1307, -0.1757, -0.1292, -0.1549, -0.1361, -0.1532, -0.182, -0.1478, -0.2271, -0.2456, -0.2713, -0.3039, -0.3301, -0.3432, -0.4485, -0.5081, -0.5238, -0.5492, -0.535, -0.535, -0.5358, -0.5481, -0.5486, -0.5541, -0.5575, -0.5589, -0.5486, -0.5549, -0.5857, -0.5298, -0.5486, -0.5307, -0.5469, -0.5509, -0.3678, -0.3304, -0.2616, -0.3198, -0.2933, -0.2902, -0.2873, -0.3395, -0.3107, -0.3718, -0.3592, -0.3912, -0.4054, -0.4049, -0.4471, -0.4642, -0.4077, -0.434, -0.4539, -0.4539, -0.42, -0.4437, -0.4468, -0.4365, -0.4456, -0.3966, -0.3906, -0.307, -0.23, -0.1777, -0.1153, -0.1509, -0.1723, -0.1969, -0.1281, -0.1615, -0.2037, -0.2488, -0.2248, -0.218, -0.222, -0.2488, -0.2331, -0.2682, -0.1934, -0.1686, -0.2859, -0.3113, -0.3084, -0.2853, -0.3641, -0.3598, -0.3427, -0.315, -0.3224, -0.3224, -0.3195, -0.281, -0.2759, -0.2539, -0.208, -0.2151, -0.2151, -0.2009, -0.2528, -0.2248, -0.1732, -0.2074, -0.1763, -0.2348, -0.1392, -0.1021]}
{"unit_id": "reply:2009323637497847840", "ticker_idx": 0, "ts": "2026-01-08T17:57:41+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO is a clear buy imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NVO is a clear buy at current levels.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthyReadings $NVO is a clear buy imo", "reply_text": null, "parent_text": "Few stocks on my watchlist at compelling price - some would call undervalued, but I am not ready to buy yet.\n\n$NVO\n$ADBE\n$LULU\n$TGT\n$NFLX\n$JD\n$VG\n$SE\n$MELI https://t.co/NbW76ZTCaZ", "quoted_text": null, "parent_author": "WealthyReadings", "ret_m1d": -0.013428675944000545, "ret_signed_m1d": -0.013428675944000545, "alpha_spy_m1d": -0.013530213567116034, "alpha_c_m1d": -0.013530213567116034, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.00010153762311548853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02563655689603994, "ret_signed_p1d": 0.02563655689603994, "alpha_spy_p1d": 0.019023173899151313, "alpha_c_p1d": 0.019023173899151313, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.006613382996888628, "ret_p1w": -0.003836803965469815, "ret_signed_p1w": -0.003836803965469815, "alpha_spy_p1w": -0.007796148336770448, "alpha_c_p1w": -0.007796148336770448, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.003959344371300633, "ret_p1m": -0.16916641930297505, "ret_signed_p1m": -0.16916641930297505, "alpha_spy_p1m": -0.1707762489280048, "alpha_c_p1m": -0.1707762489280048, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.0016098296250297572, "ret_p3m": -0.33268804974051636, "ret_signed_p3m": -0.33268804974051636, "alpha_spy_p3m": -0.2913692673448086, "alpha_c_p3m": -0.2913692673448086, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.04131878239570774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16916641930297505, "alpha_spy_stated": -0.1707762489280048, "alpha_c_stated": -0.1707762489280048, "price_path": [0.0028, -0.0119, -0.0108, -0.0218, -0.0518, -0.0279, -0.0446, -0.0691, -0.0717, -0.0764, -0.0776, -0.0923, -0.1041, -0.1273, -0.1374, -0.1435, -0.1585, -0.1549, -0.1889, -0.2033, -0.1988, -0.1428, -0.1235, -0.1427, -0.1584, -0.1549, -0.1707, -0.1454, -0.1699, -0.1693, -0.2157, -0.1793, -0.1505, -0.1505, -0.1393, -0.1554, -0.1728, -0.1704, -0.1631, -0.1653, -0.1843, -0.1915, -0.1446, -0.123, -0.1249, -0.1216, -0.1461, -0.1669, -0.1697, -0.1613, -0.1611, -0.0999, -0.0834, -0.0834, -0.0862, -0.1024, -0.1067, -0.1127, -0.1127, -0.0863, -0.0389, -0.0188, -0.0134, 0.0, 0.0256, 0.0439, 0.0401, 0.0274, -0.0038, 0.087, 0.087, 0.0582, 0.0345, 0.0853, 0.0858, 0.1158, 0.0968, 0.0521, 0.0347, 0.0364, 0.0277, -0.1228, -0.177, -0.2442, -0.1692, -0.139, -0.1434, -0.15, -0.1467, -0.1355, -0.1355, -0.139, -0.1414, -0.155, -0.173, -0.3089, -0.327, -0.3345, -0.3439, -0.3469, -0.3415, -0.3607, -0.3286, -0.3186, -0.3272, -0.3062, -0.3247, -0.3228, -0.3369, -0.338, -0.3272, -0.3298, -0.3469, -0.3533, -0.3629, -0.3579, -0.3566, -0.3664, -0.3652, -0.3715, -0.362, -0.3356, -0.3405, -0.3314, -0.3314, -0.337, -0.3327, -0.32, -0.3231, -0.3217, -0.3133, -0.2891, -0.2622, -0.26, -0.2674, -0.2685, -0.2873, -0.2922, -0.3036, -0.2557, -0.2551, -0.2557, -0.2716, -0.2367, -0.2067, -0.1975, -0.1888, -0.1727, -0.172, -0.1671, -0.1611, -0.1503, -0.1488, -0.172, -0.1911, -0.1994, -0.1994, -0.1852, -0.1975, -0.1871, -0.1871, -0.2011, -0.1946, -0.1772, -0.1759, -0.2032, -0.224, -0.2407, -0.209, -0.2233, -0.2584, -0.2372, -0.226, -0.2052, -0.2067, -0.206, -0.2126, -0.2132, -0.2191, -0.2191, -0.1705, -0.1427, -0.1429, -0.1387, -0.1309, null, null, null, null, null]}
{"unit_id": "reply:1994701256502514109", "ticker_idx": 0, "ts": "2025-11-29T09:33:33+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will be one of my best in 2026 though.", "tweet_type": "prediction", "timeline": "years", "summary": "Expects HIMS, bought at 45.3, to recover and be a top performer by 2026.", "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": "@YodaStockInvest $HIMS at 45.3. Will be one of my best in 2026 though.", "reply_text": null, "parent_text": "What was your worst stock purchase of 2025 so far?", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.05998400694964445, "ret_signed_m1d": 0.05998400694964445, "alpha_spy_m1d": 0.055397506652284934, "alpha_c_m1d": 0.055397506652284934, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03199138901462739, "ret_signed_p1d": -0.03199138901462739, "alpha_spy_p1d": -0.0338437565186952, "alpha_c_p1d": -0.0338437565186952, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.04292190568900445, "ret_signed_p1w": 0.04292190568900445, "alpha_spy_p1w": 0.037982590717594134, "alpha_c_p1w": 0.037982590717594134, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": -0.1191681579852214, "ret_signed_p1m": -0.1191681579852214, "alpha_spy_p1m": -0.13206027757094108, "alpha_c_p1m": -0.13206027757094108, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": -0.5841108749793171, "ret_signed_p3m": -0.5841108749793171, "alpha_spy_p3m": -0.6003791595997998, "alpha_c_p3m": -0.6003791595997998, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": -0.3641695161639541, "ret_signed_p6m": -0.3641695161639541, "alpha_spy_p6m": -0.47382295987942913, "alpha_c_p6m": -0.47382295987942913, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_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": [0.1853, 0.2826, 0.2906, 0.3234, 0.2741, 0.2738, 0.3799, 0.4796, 0.4385, 0.3567, 0.3423, 0.4983, 0.5415, 0.5383, 0.4929, 0.4196, 0.4628, 0.5569, 0.5761, 0.5121, 0.5012, 0.5428, 0.4007, 0.4599, 0.5455, 0.5508, 0.5529, 0.4383, 0.4591, 0.4401, 0.6732, 0.5769, 0.3271, 0.3692, 0.3159, 0.2653, 0.2927, 0.3005, 0.2858, 0.2562, 0.2431, 0.1746, 0.2119, 0.1834, 0.1408, 0.1658, 0.1069, 0.0938, 0.0944, 0.0597, 0.0403, -0.0389, -0.0141, -0.0515, -0.0333, -0.0448, -0.1037, -0.0746, 0.0072, -0.0112, 0.0237, 0.0237, 0.06, 0.0, -0.032, -0.0117, 0.0669, 0.0451, 0.0429, 0.0616, 0.0099, 0.0069, -0.008, -0.0336, -0.0173, -0.0677, -0.073, -0.052, -0.0656, -0.0722, -0.0757, -0.0757, -0.0853, -0.0909, -0.1192, -0.1344, -0.1344, -0.1093, -0.0746, -0.0547, -0.0547, -0.097, -0.1552, -0.1378, -0.1416, -0.165, -0.1674, -0.1634, -0.1634, -0.1877, -0.2298, -0.1864, -0.2103, -0.1927, -0.2087, -0.2357, -0.2037, -0.2778, -0.2951, -0.3191, -0.3495, -0.374, -0.3863, -0.4847, -0.5404, -0.5551, -0.5788, -0.5654, -0.5654, -0.5662, -0.5777, -0.5782, -0.5833, -0.5865, -0.5878, -0.5782, -0.5841, -0.6129, -0.5607, -0.5782, -0.5615, -0.5766, -0.5804, -0.4092, -0.3743, -0.3101, -0.3644, -0.3396, -0.3367, -0.334, -0.3828, -0.3559, -0.413, -0.4012, -0.4311, -0.4444, -0.4439, -0.4833, -0.4993, -0.4465, -0.4711, -0.4897, -0.4897, -0.458, -0.4801, -0.4831, -0.4735, -0.482, -0.4362, -0.4306, -0.3524, -0.2805, -0.2317, -0.1733, -0.2066, -0.2266, -0.2495, -0.1853, -0.2165, -0.2559, -0.2981, -0.2757, -0.2693, -0.273, -0.2981, -0.2834, -0.3162, -0.2463, -0.2231, -0.3327, -0.3564, -0.3538, -0.3322, -0.4058, -0.4018, -0.3858, -0.3599, -0.3668, -0.3668, -0.3642]}
{"unit_id": "orig:1992919312085230013", "ticker_idx": 0, "ts": "2025-11-24T11:32:45+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL is still one of the best opportunities in the market", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL as a top market opportunity; unique daily global scan + high-res tasking + historical archive creates a superior data asset vs peers.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL is still one of the best opportunities in the market. \n\nOnly $PL combines a daily, global monitoring scan with high-resolution tasking and a deep historical archive. It creates a fundamentally different and more valuable data asset than $BKSY or $SATL. https://t.co/93H2fFI1wK", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.032928952833367275, "ret_signed_m1d": -0.032928952833367275, "alpha_spy_m1d": -0.01842402371396079, "alpha_c_m1d": -0.030462460121972734, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.002466492711394541, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.016464435096305907, "ret_signed_p1d": 0.016464435096305907, "alpha_spy_p1d": 0.007058414138575886, "alpha_c_p1d": 0.003664264513559168, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.01280017058274674, "ret_p1w": 0.013864804847574463, "ret_signed_p1w": 0.013864804847574463, "alpha_spy_p1w": -0.0033918064228650735, "alpha_c_p1w": 0.004264599951262715, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.009600204896311748, "ret_p1m": 0.7963604515391718, "ret_signed_p1m": 0.7963604515391718, "alpha_spy_p1m": 0.7645644932661617, "alpha_c_p1m": 0.7461757339431982, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.05018471759597354, "ret_p3m": 1.1759099387656793, "ret_signed_p3m": 1.1759099387656793, "alpha_spy_p3m": 1.1493333512454196, "alpha_c_p3m": 0.9962833512117553, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.17962658755392402, "ret_p6m": 2.603986160317942, "ret_signed_p6m": 2.603986160317942, "alpha_spy_p6m": 2.5005394393851326, "alpha_c_p6m": 2.472028030665819, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.1319581296521226, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7963604515391718, "alpha_spy_stated": 0.7645644932661617, "alpha_c_stated": 0.7461757339431982, "price_path": [-0.3865, -0.3752, -0.3856, -0.3856, -0.4237, -0.4419, -0.4402, -0.4341, -0.1629, -0.2184, -0.2227, -0.162, -0.1525, -0.1456, -0.1551, -0.1135, -0.0806, -0.0373, -0.0373, 0.0442, 0.0338, 0.0364, 0.0572, 0.1083, 0.1248, 0.1932, 0.2868, 0.3267, 0.3206, 0.3588, 0.3518, 0.357, 0.2738, 0.3215, 0.2808, 0.3076, 0.1464, 0.136, 0.175, 0.1187, 0.0832, 0.1222, 0.1794, 0.1534, 0.1127, 0.1179, 0.1144, 0.1655, 0.143, 0.1005, 0.1482, 0.0797, 0.1101, 0.1603, 0.0806, 0.078, -0.0113, -0.0121, -0.0286, -0.0078, 0.0217, -0.0269, -0.0329, 0.0, 0.0165, 0.0156, 0.0156, 0.0312, 0.0139, 0.0199, 0.0407, 0.1213, 0.1066, 0.1222, 0.1127, 0.1213, 0.5139, 0.5806, 0.5641, 0.5494, 0.4272, 0.5156, 0.662, 0.7851, 0.7964, 0.7608, 0.7608, 0.6776, 0.7218, 0.7106, 0.7088, 0.7088, 0.7686, 0.8536, 0.8925, 0.9593, 0.9445, 0.9679, 1.2045, 1.1941, 1.3163, 1.4506, 1.4939, 1.4939, 1.4263, 1.286, 1.2582, 1.3345, 1.2418, 1.4324, 1.4159, 1.2834, 1.1638, 0.9801, 1.0754, 0.8865, 0.7704, 0.9289, 1.0815, 0.9749, 0.8761, 0.8458, 0.9428, 0.9428, 0.9246, 1.0572, 1.1759, 1.0711, 1.0607, 1.1412, 1.1343, 1.2184, 1.0919, 1.2842, 1.1924, 1.253, 1.1308, 1.1906, 1.2374, 1.201, 1.2045, 1.1638, 1.1482, 1.1317, 1.3466, 1.1499, 1.3362, 1.9315, 1.9307, 1.7582, 2.065, 1.8076, 1.6742, 1.4168, 1.422, 1.6612, 2.1092, 2.1092, 2.0347, 2.0477, 2.1672, 1.9662, 2.0043, 1.974, 1.9402, 1.9818, 2.4567, 2.3345, 2.2496, 2.2955, 2.4203, 2.318, 2.0711, 2.0719, 2.0355, 1.9532, 2.2036, 2.1976, 2.3397, 2.2175, 2.4393, 2.0537, 2.383, 2.6256, 2.5251, 2.5303, 2.7296, 2.6066, 2.6057, 2.604]}
{"unit_id": "reply:2006789434218524765", "ticker_idx": 0, "ts": "2026-01-01T18:07:40+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO is a very strong pick as well atm, undervalued imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "NVO is undervalued and a strong pick right now.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer Yes, I think so as well. $NVO is a very strong pick as well atm, undervalued imo.", "reply_text": null, "parent_text": "@Kaizen_Investor My guess is that we’ll see a $HIMS x $NVO partnership during the next couple weeks/months and $HIMS offering peptides during the next quarter(s)", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.02882231327759255, "ret_signed_m1d": -0.02882231327759255, "alpha_spy_m1d": -0.026992673891961916, "alpha_c_m1d": -0.026992673891961916, "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": 0.051918343648080345, "ret_signed_p1d": 0.051918343648080345, "alpha_spy_p1d": 0.04525822635572041, "alpha_c_p1d": 0.04525822635572041, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": 0.1225424995023725, "ret_signed_p1w": 0.1225424995023725, "alpha_spy_p1w": 0.1065874261263875, "alpha_c_p1w": 0.1065874261263875, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": 0.12483298247166097, "ret_signed_p1m": 0.12483298247166097, "alpha_spy_p1m": 0.10691641999142054, "alpha_c_p1m": 0.10691641999142054, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.2781466381629457, "ret_signed_p3m": -0.2781466381629457, "alpha_spy_p3m": -0.23988309536459895, "alpha_c_p3m": -0.23988309536459895, "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": 0.12483298247166097, "alpha_spy_stated": 0.10691641999142054, "alpha_c_stated": 0.10691641999142054, "price_path": [0.1266, 0.1378, 0.1201, 0.0867, 0.0975, 0.0815, 0.0826, 0.0706, 0.0378, 0.0639, 0.0456, 0.0189, 0.016, 0.0109, 0.0095, -0.0065, -0.0195, -0.0449, -0.0559, -0.0626, -0.079, -0.075, -0.1122, -0.1281, -0.1231, -0.0618, -0.0407, -0.0617, -0.0788, -0.075, -0.0924, -0.0647, -0.0914, -0.0909, -0.1416, -0.1017, -0.0702, -0.0702, -0.058, -0.0756, -0.0947, -0.092, -0.084, -0.0865, -0.1073, -0.1151, -0.0638, -0.0401, -0.0422, -0.0386, -0.0655, -0.0882, -0.0912, -0.0821, -0.0819, -0.0149, 0.0032, 0.0032, 0.0002, -0.0176, -0.0223, -0.0288, -0.0288, 0.0, 0.0519, 0.0739, 0.0798, 0.0945, 0.1225, 0.1426, 0.1384, 0.1245, 0.0903, 0.1897, 0.1897, 0.1582, 0.1323, 0.1878, 0.1884, 0.2212, 0.2004, 0.1516, 0.1325, 0.1344, 0.1248, -0.0399, -0.0993, -0.1727, -0.0907, -0.0576, -0.0624, -0.0697, -0.066, -0.0538, -0.0538, -0.0576, -0.0603, -0.0752, -0.0949, -0.2436, -0.2634, -0.2716, -0.2819, -0.2852, -0.2793, -0.3002, -0.2651, -0.2542, -0.2636, -0.2407, -0.2609, -0.2588, -0.2743, -0.2754, -0.2636, -0.2665, -0.2852, -0.2922, -0.3027, -0.2972, -0.2959, -0.3065, -0.3052, -0.3121, -0.3017, -0.2728, -0.2781, -0.2683, -0.2683, -0.2744, -0.2696, -0.2558, -0.2592, -0.2576, -0.2485, -0.2219, -0.1925, -0.1901, -0.1982, -0.1994, -0.22, -0.2253, -0.2378, -0.1853, -0.1847, -0.1853, -0.2028, -0.1646, -0.1317, -0.1216, -0.1121, -0.0945, -0.0937, -0.0884, -0.0819, -0.07, -0.0684, -0.0937, -0.1147, -0.1238, -0.1238, -0.1082, -0.1216, -0.1103, -0.1103, -0.1256, -0.1185, -0.0995, -0.0981, -0.128, -0.1507, -0.1689, -0.1343, -0.1499, -0.1883, -0.1652, -0.1529, -0.1301, -0.1317, -0.1309, -0.1382, -0.1388, -0.1454, -0.1454, -0.0921, -0.0617, -0.0619, -0.0573, -0.0488, null]}
{"unit_id": "reply:1998101634040439074", "ticker_idx": 0, "ts": "2025-12-08T18:45:27+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet Labs, highly recommend you looking into them", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends Planet Labs as a buy/own.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@YodaStockInvest Planet Labs, highly recommend you looking into them. https://t.co/wNSEdclgZ7", "reply_text": null, "parent_text": "@Kaizen_Investor What company is that?", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.013899564027227473, "ret_signed_m1d": -0.013899564027227473, "alpha_spy_m1d": -0.016912825600891246, "alpha_c_m1d": -0.015130293932309247, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0012307299050817733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008494182107905979, "ret_signed_p1d": -0.008494182107905979, "alpha_spy_p1d": -0.007631064013672195, "alpha_c_p1d": -0.001175102644027648, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.007319079463878331, "ret_p1w": 0.39382235543714783, "ret_signed_p1w": 0.39382235543714783, "alpha_spy_p1w": 0.3980644890492332, "alpha_c_p1w": 0.3769818429789611, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.01684051245818674, "ret_p1m": 0.6864865231088546, "ret_signed_p1m": 0.6864865231088546, "alpha_spy_p1m": 0.671530760611804, "alpha_c_p1m": 0.6334718230395768, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.053014700069277776, "ret_p3m": 0.8988417385917538, "ret_signed_p3m": 0.8988417385917538, "alpha_spy_p3m": 0.8992904915850533, "alpha_c_p3m": 0.7805742274586078, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": 0.11826751113314593, "ret_p6m": 2.7135135799910732, "ret_signed_p6m": 2.7135135799910732, "alpha_spy_p6m": 2.5961035932250107, "alpha_c_p6m": 2.5782214204633545, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.13529215952771878, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6864865231088546, "alpha_spy_stated": 0.671530760611804, "alpha_c_stated": 0.6334718230395768, "price_path": [-0.3073, -0.2533, -0.2448, -0.2386, -0.2471, -0.21, -0.1807, -0.1421, -0.1421, -0.0695, -0.0788, -0.0764, -0.0579, -0.0124, 0.0023, 0.0633, 0.1467, 0.1822, 0.1768, 0.2108, 0.2046, 0.2093, 0.1351, 0.1776, 0.1413, 0.1653, 0.0216, 0.0124, 0.0471, -0.0031, -0.0347, 0.0, 0.051, 0.0278, -0.0085, -0.0039, -0.0069, 0.0386, 0.0185, -0.0193, 0.0232, -0.0378, -0.0108, 0.034, -0.0371, -0.0394, -0.1189, -0.1197, -0.1344, -0.1158, -0.0896, -0.1328, -0.1382, -0.1089, -0.0942, -0.095, -0.095, -0.0811, -0.0965, -0.0911, -0.0726, -0.0008, -0.0139, 0.0, -0.0085, -0.0008, 0.349, 0.4085, 0.3938, 0.3807, 0.2718, 0.3506, 0.4811, 0.5907, 0.6008, 0.5691, 0.5691, 0.495, 0.5344, 0.5243, 0.5228, 0.5228, 0.5761, 0.6517, 0.6865, 0.7459, 0.7328, 0.7537, 0.9645, 0.9552, 1.0641, 1.1838, 1.2224, 1.2224, 1.1622, 1.0371, 1.0124, 1.0803, 0.9977, 1.1676, 1.1529, 1.0347, 0.9282, 0.7645, 0.8494, 0.6811, 0.5776, 0.7189, 0.8548, 0.7598, 0.6718, 0.6448, 0.7313, 0.7313, 0.7151, 0.8332, 0.939, 0.8456, 0.8363, 0.9081, 0.9019, 0.9768, 0.8641, 1.0355, 0.9537, 1.0077, 0.8988, 0.9521, 0.9938, 0.9614, 0.9645, 0.9282, 0.9143, 0.8996, 1.0911, 0.9158, 1.0819, 1.6124, 1.6116, 1.4579, 1.7313, 1.5019, 1.383, 1.1537, 1.1583, 1.3714, 1.7707, 1.7707, 1.7042, 1.7158, 1.8224, 1.6432, 1.6772, 1.6502, 1.6201, 1.6571, 2.0803, 1.9714, 1.8958, 1.9367, 2.0479, 1.9568, 1.7367, 1.7375, 1.705, 1.6317, 1.8548, 1.8494, 1.9761, 1.8672, 2.0649, 1.7212, 2.0147, 2.2309, 2.1413, 2.1459, 2.3236, 2.2139, 2.2131, 2.2116, 2.2942, 2.2803, 2.4247, 2.4247, 2.7313, 2.8981, 2.9691, 2.949, 2.5876, 2.7135]}
{"unit_id": "quote:2030014364141465928", "ticker_idx": 0, "ts": "2026-03-06T20:15:14+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Marvell is building the open-standard optical highway. $AAOI is great, but $MRVL is the foundational, long-term architectural winner. The future of AI is vendor-neutral and light-speed.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MRVL as the foundational, long-term AI optical architecture winner via open-standard approach vs AVGO/NVDA proprietary ecosystems.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The copper cliff is exactly why $MRVL just dropped $3.8B on Celestial AI and XConn. \n\nWhile $AVGO clings to copper and $NVDA locks buyers into their proprietary optical ecosystem, Marvell is building the open-standard optical highway. \n\n$AAOI is great, but $MRVL is the foundational, long-term architectural winner. The future of AI is vendor-neutral and light-speed.", "reply_text": null, "parent_text": null, "quoted_text": "\"Copper is enough??\" \n\nThe market action says otherwise. While heavyweights like $LITE and $COHR take a 'sell-the-news' breather following NVIDIA's $4B bet, capital isn't leaving the sector. It's just aggressively rotating. Today's solo breakout in $AAOI proves the hunt for the", "parent_author": null, "ret_m1d": -0.15507422931769366, "ret_signed_m1d": -0.15507422931769366, "alpha_spy_m1d": -0.16835543654088325, "alpha_c_m1d": -0.19393803171364743, "bench_spy_m1d": 0.013281207223189595, "bench_c_m1d": 0.03886380239595377, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034386532750935395, "ret_signed_p1d": 0.034386532750935395, "alpha_spy_p1d": 0.025626572028032424, "alpha_c_p1d": -0.0019020883526725818, "bench_spy_p1d": 0.00875996072290297, "bench_c_p1d": 0.036288621103607976, "ret_p1w": -0.019091215497886727, "ret_signed_p1w": -0.019091215497886727, "alpha_spy_p1w": -0.004084790991314424, "alpha_c_p1w": -0.03688076000362395, "bench_spy_p1w": -0.015006424506572302, "bench_c_p1w": 0.01778954450573722, "ret_p1m": 0.22261926523606768, "ret_signed_p1m": 0.22261926523606768, "alpha_spy_p1m": 0.2399464514847034, "alpha_c_p1m": 0.18209999488012274, "bench_spy_p1m": -0.017327186248635718, "bench_c_p1m": 0.040519270355944936, "ret_p3m": 2.3694428572098163, "ret_signed_p3m": 2.3694428572098163, "alpha_spy_p3m": 2.244632763433922, "alpha_c_p3m": 1.6932287818829768, "bench_spy_p3m": 0.12481009377589425, "bench_c_p3m": 0.6762140753268395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22261926523606768, "alpha_spy_stated": 0.2399464514847034, "alpha_c_stated": 0.18209999488012274, "price_path": [-0.0082, 0.0316, -0.0023, -0.0581, -0.06, -0.0621, -0.0885, -0.0576, -0.0619, -0.0539, -0.0218, -0.0351, -0.0351, -0.0368, -0.0432, -0.0321, -0.0519, -0.0519, -0.0027, 0.0066, -0.0157, -0.0557, -0.069, -0.0709, -0.0746, -0.0728, -0.0933, -0.1026, -0.1017, -0.1017, -0.1091, -0.0784, -0.0722, -0.1043, -0.0871, -0.0741, -0.0664, -0.0919, -0.1189, -0.1218, -0.1566, -0.1768, -0.1715, -0.1037, -0.0806, -0.0844, -0.0919, -0.1266, -0.1224, -0.1224, -0.1179, -0.117, -0.1112, -0.1126, -0.1315, -0.1248, -0.0966, -0.1148, -0.088, -0.0972, -0.1346, -0.1282, -0.1551, 0.0, 0.0344, 0.0416, 0.0097, -0.0212, -0.0191, 0.0224, 0.0136, -0.0218, -0.0004, -0.0185, 0.0066, 0.0311, 0.0991, 0.0905, 0.0593, -0.0196, 0.1058, 0.1914, 0.1958, 0.1958, 0.2226, 0.2212, 0.2778, 0.339, 0.4352, 0.4666, 0.4949, 0.5035, 0.4897, 0.5603, 0.6514, 0.6901, 0.7573, 0.8493, 0.8353, 0.7672, 0.7116, 0.7489, 0.8447, 0.8425, 0.8281, 0.8849, 0.9229, 0.7873, 0.9004, 0.9083, 0.8375, 0.9877, 1.0394, 0.9759, 0.887, 0.9689, 1.0866, 1.13, 1.193, 1.193, 1.3263, 1.2195, 1.288, 1.2899, 1.451, 2.2481, 2.3694, 2.5345, 1.943, 2.2265, 1.9811, 1.8214, 2.1355, 2.1243, 2.4502, 2.1128, 2.2342, 2.4692, 2.4692, 2.4388, 2.1169, 2.0908, 2.1417, 1.9798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996179958583250963", "ticker_idx": 0, "ts": "2025-12-03T11:29:24+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "another great price target for $IREN", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Citizens' Market Outperform / $80 PT 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": "@TheTechInvest another great price target for $IREN", "reply_text": null, "parent_text": "🚨BREAKING: CITIZENS MAINTAINED $IREN COVERAGE WITH MARKET OUTPERFORM AND TARGET $80", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:1994459780471980414", "ticker_idx": 0, "ts": "2025-11-28T17:34:01+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It is still my largest position by cost basis, really believe in the company", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Largest position by cost basis; high conviction long on 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": "reply_other", "lang": "en", "tweet_text": "@meeijer It is still my largest position by cost basis, really believe in the company", "reply_text": null, "parent_text": "$HIMS is still one of my highest-conviction plays. \n\nLabs will boost cross-selling and strengthen the company’s MOAT significantly.\n\nSlowly but surely, we’re seeing $HIMS evolve into a more complete platform; the Amazon of healthcare. https://t.co/8zMO1Vk7fD", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.03420515224010334, "ret_signed_m1d": -0.03420515224010334, "alpha_spy_m1d": -0.028776350766559933, "alpha_c_m1d": -0.028776350766559933, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.00542880147354341, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.056589539612265205, "ret_signed_p1d": -0.056589539612265205, "alpha_spy_p1d": -0.052023979258824404, "alpha_c_p1d": -0.052023979258824404, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.004565560353440801, "ret_p1w": -0.014084446233250114, "ret_signed_p1w": -0.014084446233250114, "alpha_spy_p1w": -0.01744996995342496, "alpha_c_p1w": -0.01744996995342496, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.0033655237201748456, "ret_p1m": -0.14235412692024108, "ret_signed_p1m": -0.14235412692024108, "alpha_spy_p1m": -0.15185455201201115, "alpha_c_p1m": -0.15185455201201115, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.00950042509177007, "ret_p3m": -0.6021126669349874, "ret_signed_p3m": -0.6021126669349874, "alpha_spy_p3m": -0.6193915374921346, "alpha_c_p3m": -0.6193915374921346, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.017278870557147163, "ret_p6m": -0.4026659707594231, "ret_signed_p6m": -0.4026659707594231, "alpha_spy_p6m": -0.49996862592377256, "alpha_c_p6m": -0.49996862592377256, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.09730265516434944, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14235412692024108, "alpha_spy_stated": -0.15185455201201115, "alpha_c_stated": -0.15185455201201115, "price_path": [0.0445, 0.1182, 0.21, 0.2176, 0.2485, 0.202, 0.2017, 0.3018, 0.3959, 0.3571, 0.2799, 0.2663, 0.4135, 0.4542, 0.4512, 0.4085, 0.3393, 0.38, 0.4688, 0.4869, 0.4266, 0.4162, 0.4555, 0.3214, 0.3773, 0.458, 0.463, 0.465, 0.3569, 0.3765, 0.3587, 0.5785, 0.4877, 0.252, 0.2918, 0.2414, 0.1937, 0.2196, 0.2269, 0.213, 0.1851, 0.1728, 0.1081, 0.1434, 0.1164, 0.0762, 0.0998, 0.0443, 0.0319, 0.0324, -0.0003, -0.0186, -0.0933, -0.0699, -0.1051, -0.088, -0.0988, -0.1544, -0.127, -0.0498, -0.0672, -0.0342, -0.0342, 0.0, -0.0566, -0.0868, -0.0677, 0.0065, -0.0141, -0.0161, 0.0015, -0.0473, -0.0501, -0.0641, -0.0883, -0.0729, -0.1205, -0.1255, -0.1056, -0.1185, -0.1247, -0.128, -0.128, -0.1371, -0.1424, -0.169, -0.1834, -0.1834, -0.1597, -0.127, -0.1081, -0.1081, -0.1481, -0.203, -0.1866, -0.1901, -0.2123, -0.2145, -0.2108, -0.2108, -0.2337, -0.2734, -0.2324, -0.255, -0.2384, -0.2535, -0.2789, -0.2487, -0.3187, -0.335, -0.3576, -0.3863, -0.4095, -0.421, -0.5138, -0.5664, -0.5802, -0.6026, -0.59, -0.59, -0.5908, -0.6016, -0.6021, -0.6069, -0.6099, -0.6112, -0.6021, -0.6076, -0.6348, -0.5855, -0.6021, -0.5863, -0.6006, -0.6041, -0.4427, -0.4097, -0.3491, -0.4004, -0.377, -0.3742, -0.3717, -0.4178, -0.3924, -0.4462, -0.4351, -0.4633, -0.4759, -0.4754, -0.5126, -0.5277, -0.4779, -0.501, -0.5186, -0.5186, -0.4887, -0.5096, -0.5123, -0.5033, -0.5113, -0.4681, -0.4628, -0.3891, -0.3212, -0.2752, -0.2201, -0.2515, -0.2704, -0.292, -0.2314, -0.2608, -0.298, -0.3378, -0.3166, -0.3106, -0.3141, -0.3378, -0.3239, -0.3549, -0.289, -0.2671, -0.3705, -0.3929, -0.3903, -0.37, -0.4394, -0.4356, -0.4205, -0.3961, -0.4027, -0.4027]}
{"unit_id": "reply:1983569780960338190", "ticker_idx": 0, "ts": "2025-10-29T16:21:03+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "That's an incredible demand signal for $GOOGL. It validates their custom silicon strategy and proves the urgent need for their aggressive data center build-out.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish GOOGL thesis: TPU sellout validates custom silicon strategy and data center expansion.", "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": "@StockSavvyShay That's an incredible demand signal for $GOOGL. It validates their custom silicon strategy and proves the urgent need for their aggressive data center build-out.", "reply_text": null, "parent_text": "$GOOGL TPUS ARE SOLD OUT \n\nEven 7-year-old hardware is running nonstop, showing how AI training demand has outpaced Google’s internal compute supply & why they’re scaling aggressively into custom silicon & new data center builds. \n\nhttps://t.co/s7BBoWkFON", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.025858671395341926, "ret_signed_m1d": -0.025858671395341926, "alpha_spy_m1d": -0.025378531401811233, "alpha_c_m1d": -0.02835245662700947, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": 0.0024937852316675446, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025166653841215192, "ret_signed_p1d": 0.025166653841215192, "alpha_spy_p1d": 0.036164751455475375, "alpha_c_p1d": 0.04210711500016262, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.01694046115894743, "ret_p1w": 0.03547341673700255, "ret_signed_p1w": 0.03547341673700255, "alpha_spy_p1w": 0.04974484615127561, "alpha_c_p1w": 0.0601531520210713, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.02467973528406875, "ret_p1m": 0.1652765993272931, "ret_signed_p1m": 0.1652765993272931, "alpha_spy_p1m": 0.17649296680995308, "alpha_c_p1m": 0.18101319840931274, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.01573659908201963, "ret_p3m": 0.21454626689716094, "ret_signed_p3m": 0.21454626689716094, "alpha_spy_p3m": 0.20380001224426603, "alpha_c_p3m": 0.19854095864988142, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.016005308247279526, "ret_p6m": 0.23593388570752105, "ret_signed_p6m": 0.23593388570752105, "alpha_spy_p6m": 0.19942784734054841, "alpha_c_p6m": 0.219975116643089, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.015958769064432055, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1652765993272931, "alpha_spy_stated": 0.17649296680995308, "alpha_c_stated": 0.18101319840931274, "price_path": [-0.3118, -0.2903, -0.2916, -0.2865, -0.2849, -0.2671, -0.2686, -0.2601, -0.2651, -0.2615, -0.258, -0.2595, -0.2665, -0.2747, -0.2731, -0.2501, -0.2413, -0.2463, -0.245, -0.2299, -0.2253, -0.2253, -0.2309, -0.1607, -0.1547, -0.1449, -0.1476, -0.1273, -0.1289, -0.1246, -0.123, -0.0836, -0.0853, -0.0912, -0.0821, -0.0723, -0.0803, -0.0834, -0.0999, -0.1048, -0.1021, -0.1112, -0.1146, -0.1081, -0.1052, -0.1064, -0.0879, -0.1049, -0.1091, -0.1203, -0.1384, -0.1108, -0.1061, -0.0857, -0.0842, -0.0775, -0.0656, -0.0878, -0.0833, -0.0783, -0.0534, -0.0193, -0.0259, 0.0, 0.0252, 0.0241, 0.0333, 0.0108, 0.0355, 0.0371, 0.0155, 0.0566, 0.061, 0.0442, 0.0146, 0.0067, 0.0381, 0.0354, 0.0664, 0.0542, 0.0914, 0.1603, 0.178, 0.1653, 0.1653, 0.1661, 0.1468, 0.1502, 0.1641, 0.1568, 0.1701, 0.1433, 0.1556, 0.167, 0.1386, 0.1272, 0.1233, 0.1173, 0.0814, 0.1023, 0.1194, 0.129, 0.1456, 0.1447, 0.1447, 0.1426, 0.1428, 0.1438, 0.1407, 0.1407, 0.1485, 0.1536, 0.1456, 0.1734, 0.186, 0.1975, 0.2094, 0.2244, 0.2239, 0.2128, 0.2027, 0.2027, 0.1735, 0.1968, 0.2046, 0.1951, 0.2145, 0.2192, 0.2246, 0.2327, 0.2318, 0.2526, 0.2381, 0.2137, 0.2072, 0.1766, 0.182, 0.161, 0.1333, 0.1261, 0.1142, 0.1142, 0.1007, 0.1055, 0.1037, 0.1479, 0.1352, 0.1331, 0.1403, 0.1202, 0.1362, 0.1171, 0.1064, 0.1047, 0.0965, 0.0879, 0.1173, 0.1198, 0.1258, 0.107, 0.1024, 0.1144, 0.1339, 0.1221, 0.1201, 0.0977, 0.1016, 0.0592, 0.061, 0.0245, 0.0005, -0.0025, 0.0487, 0.0846, 0.0787, 0.0787, 0.0941, 0.114, 0.1573, 0.1615, 0.157, 0.1718, 0.2141, 0.2295, 0.2255, 0.2461, 0.2306, 0.2119, 0.2375, 0.2359]}
{"unit_id": "orig:2028828493299978299", "ticker_idx": 0, "ts": "2026-03-03T13:43:01+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix still looks like a clear buying opportunity to me", "tweet_type": "analysis", "timeline": "months", "summary": "Long SK Hynix as a clear buying opportunity at 5.37x forward P/E, with HBM monopoly and superior yield vs Samsung and Micron at higher multiples.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "SK Hynix still looks like a clear buying opportunity to me. \n\nThis graph perfectly shows why. Despite their stock price running up, their earnings growth is so explosive that the valuation keeps compressing. \n\nEvery time the Forward P/E spikes, they report massive revenues and raise guidance, crushing the P/E ratio back down. Right now, they are trading at a Forward P/E of roughly 5.37.\n\nThey will report earnings at the end of April, and I expect this cycle to repeat. \n\nCompetitors like Samsung and $MU trade at a Forward P/E of 8.38 and 10.17. \n\nHynix has a clear valuation advantage against those two, and it all stems from their monopoly over $NVDA's HBM supply. \n\nLet me explain\n\nNvidia’s GPUs are incredibly fast at processing data, but traditional memory chips couldn't feed them data quickly enough. This bottleneck is known as the 'memory wall'.\n\nThe solution was HBM. Instead of placing memory chips flat next to the processor, HBM stacks multiple ultra-thin DRAM memory dies vertically, right on top of each other.  \n\nTo make them communicate, engineers punch thousands of microscopic holes straight through the silicon layers and fill them with copper. These are called Through-Silicon Vias (TSVs). It creates a massive, multi-lane superhighway directly into the GPU, solving the bandwidth problem.\n\nBut stacking 8, 12, or 16 microscopic layers of silicon generates an immense amount of heat, and the physical pressure required to bond them together can easily crack or warp the ultra-thin dies. This is exactly where SK Hynix pulled ahead of the pack.\n\nThe core technical reason for SK Hynix's monopoly comes down to how they glue those stacked chips together.\n\nFor a long time, the industry standard was a process called TC-NCF (Thermal Compression with Non-Conductive Film). Samsung stuck with this method. It involves placing a thin, solid film between each layer of silicon and applying heavy pressure and heat to melt it and bond the chips. \n\nThe problem? \n\nAs the stacks got taller (moving to 12 and 16 layers), that film acted like a thermal blanket. It trapped the heat inside the chip. Furthermore, the intense physical pressure required to bond taller stacks frequently warped the fragile silicon, leading to massive defect rates.\n\nSK Hynix, however, collaborated with Japanese materials companies to pioneer a totally different approach called MR-MUF (Mass Reflow Molded Underfill). \n\nInstead of solid films and heavy pressure, SK Hynix stacks the chips, momentarily melts all the metallic connections at once, and then injects a specialized liquid epoxy molding compound into the microscopic gaps between the layers before hardening it.\n\nThis liquid epoxy has roughly twice the thermal conductivity of the traditional films, meaning heat dissipates beautifully. Because it's injected as a liquid, it requires far less physical pressure, completely eliminating the warping issues that plagued Samsung.\n\nAs a result, SK Hynix was able to achieve manufacturing yields approaching 90%, while competitors struggling with the older film methods were reportedly stuck around 60% to 70%. When $NVDA needs millions of flawless chips, they go to the manufacturer that doesn't throw a third of them in the trash.\n\nUltimately, Samsung and $MU are playing catch-up today because they blinked during the lean years. SK Hynix co-developed the original HBM standards back in 2013 and stubbornly continued funding the R&D even when the technology was losing money. \n\nSamsung actually disbanded its dedicated HBM team in 2019 because the market seemed too niche. 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{"unit_id": "reply:1999146563055030612", "ticker_idx": 0, "ts": "2025-12-11T15:57:37+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL will be number 1 for a long time", "tweet_type": "prediction", "timeline": "years", "summary": "GOOGL will remain the most profitable company for a long time; implied bullish.", "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": "@TheRayMyers $GOOGL will be number 1 for a long time", "reply_text": null, "parent_text": "50 Most Profitable Companies in 2025\n\n- $GOOGL $124B\n- $AAPL $112B\n- $MSFT $105B\n- $$NVDA $99B\n- $AMZN $77B\n\nNr. of companies on the list:\n\n🇺🇸 26\n🇨🇳 10\n🇬🇧 2\n🇩🇪 2\n🇫🇷 2\n🇸🇦 1\n🇹🇼 1\n🇯🇵 1\n\nThe underperformance of Europe is just staggering, for an economy of that size, they should have https://t.co/Yw5mR06K2a", "quoted_text": null, "parent_author": "TheRayMyers", "ret_m1d": 0.024901615224839135, "ret_signed_m1d": 0.024901615224839135, "alpha_spy_m1d": 0.027223159148882403, "alpha_c_m1d": 0.02267576757977041, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.0022258476450687237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01005017704222555, "ret_signed_p1d": -0.01005017704222555, "alpha_spy_p1d": 0.000701809236037132, "alpha_c_p1d": -0.007824329397156937, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.0022258476450686127, "ret_p1w": -0.03191112395185747, "ret_signed_p1w": -0.03191112395185747, "alpha_spy_p1w": -0.013483076543712391, "alpha_c_p1w": -0.02900037982949777, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.0029107441223596986, "ret_p1m": 0.05165967244816483, "ret_signed_p1m": 0.05165967244816483, "alpha_spy_p1m": 0.04157375264153207, "alpha_c_p1m": 0.038974785988605154, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.012684886459559674, "ret_p3m": -0.01655999859942836, "ret_signed_p3m": -0.01655999859942836, "alpha_spy_p3m": -0.002065752810095356, "alpha_c_p3m": -0.024692880642750326, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.008132882043321965, "ret_p6m": 0.1803905892934321, "ret_signed_p6m": 0.1803905892934321, "alpha_spy_p6m": 0.1040964656267036, "alpha_c_p6m": 0.21823817161941228, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.03784758232598018, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1952, -0.1966, -0.2018, -0.1939, -0.1852, -0.1923, -0.195, -0.2095, -0.2138, -0.2114, -0.2194, -0.2224, -0.2167, -0.2141, -0.2152, -0.199, -0.2139, -0.2176, -0.2274, -0.2433, -0.2191, -0.2149, -0.197, -0.1957, -0.1898, -0.1794, -0.1989, -0.1949, -0.1905, -0.1686, -0.1387, -0.1445, -0.1218, -0.0997, -0.1006, -0.0925, -0.1123, -0.0906, -0.0892, -0.1081, -0.0721, -0.0682, -0.0829, -0.109, -0.1159, -0.0883, -0.0907, -0.0634, -0.0742, -0.0415, 0.019, 0.0346, 0.0234, 0.0234, 0.0241, 0.0072, 0.0102, 0.0224, 0.0159, 0.0276, 0.0041, 0.0149, 0.0249, 0.0, -0.0101, -0.0135, -0.0188, -0.0503, -0.0319, -0.0169, -0.0085, 0.0061, 0.0053, 0.0053, 0.0035, 0.0036, 0.0045, 0.0018, 0.0018, 0.0087, 0.0132, 0.0061, 0.0306, 0.0416, 0.0517, 0.0622, 0.0753, 0.0749, 0.0651, 0.0562, 0.0562, 0.0306, 0.0511, 0.058, 0.0496, 0.0667, 0.0708, 0.0755, 0.0826, 0.0818, 0.1001, 0.0873, 0.066, 0.0602, 0.0334, 0.0381, 0.0197, -0.0047, -0.011, -0.0215, -0.0215, -0.0333, -0.0291, -0.0307, 0.0082, -0.003, -0.0049, 0.0015, -0.0162, -0.0021, -0.0189, -0.0283, -0.0298, -0.037, -0.0445, -0.0187, -0.0166, -0.0112, -0.0277, -0.0318, -0.0213, -0.0041, -0.0145, -0.0163, -0.0359, -0.0325, -0.0697, -0.0682, -0.1002, -0.1213, -0.124, -0.079, -0.0475, -0.0527, -0.0527, -0.0391, -0.0216, 0.0164, 0.0201, 0.0161, 0.0291, 0.0663, 0.0798, 0.0763, 0.0944, 0.0807, 0.0643, 0.0868, 0.0855, 0.1031, 0.1221, 0.1203, 0.1208, 0.2325, 0.2354, 0.2275, 0.2441, 0.2749, 0.2748, 0.2838, 0.2448, 0.2407, 0.2896, 0.2846, 0.2709, 0.2714, 0.2417, 0.2457, 0.2417, 0.2266, 0.2266, 0.2456, 0.2454, 0.2496, 0.2182, 0.2055, 0.159, 0.1498, 0.1921, 0.1804]}
{"unit_id": "reply:1993322663876391013", "ticker_idx": 0, "ts": "2025-11-25T14:15:31+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS with a strategic pivot to multi-domain autonomy. Merging air/ground assets should unlock high-value defense contracts.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish ONDS: air/ground autonomy merger should unlock high-value defense contracts.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay $ONDS with a strategic pivot to multi-domain autonomy. Merging air/ground assets should unlock high-value defense contracts.", "reply_text": null, "parent_text": "$ONDS is acquiring Roboteam, a global supplier of battle-tested ground robots used by Tier-1 militaries.\n\nThe deal adds a mature defense pipeline with $4M expected in Q4 2025 & ~$30M in 2026 while giving Ondas a full air-to-ground autonomy stack. https://t.co/iNtidlSF9D", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.03317543845574367, "ret_signed_m1d": 0.03317543845574367, "alpha_spy_m1d": 0.0424938106097017, "alpha_c_m1d": 0.0424938106097017, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.009318372153958032, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023696661043679068, "ret_signed_p1d": -0.023696661043679068, "alpha_spy_p1d": -0.03060015166340313, "alpha_c_p1d": -0.03060015166340313, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.006903490619724062, "ret_p1w": -0.04383885117945452, "ret_signed_p1w": -0.04383885117945452, "alpha_spy_p1w": -0.053483060943022576, "alpha_c_p1w": -0.053483060943022576, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.009644209763568057, "ret_p1m": 0.08175362184393387, "ret_signed_p1m": 0.08175362184393387, "alpha_spy_p1m": 0.0559766213113253, "alpha_c_p1m": 0.0559766213113253, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.025777000532608563, "ret_p3m": 0.1883886530377863, "ret_signed_p3m": 0.1883886530377863, "alpha_spy_p3m": 0.16402312924607942, "alpha_c_p3m": 0.16402312924607942, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.024365523791706867, "ret_p6m": 0.10900475379551655, "ret_signed_p6m": 0.10900475379551655, "alpha_spy_p6m": 0.004636524111181428, "alpha_c_p6m": 0.004636524111181428, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.10436822968433512, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08175362184393387, "alpha_spy_stated": 0.0559766213113253, "alpha_c_stated": 0.0559766213113253, "price_path": [-0.3246, -0.3057, -0.3057, -0.3531, -0.404, -0.3685, -0.3329, -0.282, -0.3543, -0.3412, -0.2393, -0.2227, -0.2441, -0.2784, -0.2773, -0.218, -0.2038, -0.1398, -0.0664, -0.1291, -0.0818, -0.0924, -0.0675, -0.0853, -0.1339, 0.0912, 0.1742, 0.263, 0.314, 0.3341, 0.2429, 0.0924, 0.2808, 0.2334, 0.1268, -0.0284, -0.0983, -0.0794, -0.1481, -0.2014, -0.1635, -0.1161, -0.1078, -0.1955, -0.2002, -0.2547, -0.237, -0.2713, -0.2938, -0.2891, -0.378, -0.3116, -0.3033, -0.3128, -0.3472, -0.2227, -0.1493, -0.2589, -0.0711, -0.1114, -0.2571, -0.202, 0.0332, 0.0, -0.0237, -0.0237, -0.064, -0.1019, -0.0438, 0.0569, 0.0889, 0.0746, 0.0687, 0.0936, -0.0136, 0.0687, 0.0367, -0.0889, -0.0415, -0.1268, -0.0758, 0.0924, 0.0983, 0.0616, 0.0818, 0.0818, 0.0047, 0.0024, 0.0652, 0.1564, 0.1564, 0.3057, 0.4846, 0.5213, 0.4431, 0.66, 0.622, 0.5628, 0.6457, 0.6066, 0.519, 0.4408, 0.4408, 0.5557, 0.487, 0.4953, 0.4419, 0.3223, 0.4526, 0.4538, 0.3353, 0.2275, 0.2607, 0.3483, 0.1469, 0.0047, 0.1481, 0.2251, 0.1469, 0.0936, 0.0628, 0.1031, 0.1031, 0.1908, 0.3116, 0.3495, 0.1884, 0.2073, 0.2322, 0.2204, 0.2382, 0.1943, 0.2642, 0.1872, 0.2453, 0.2429, 0.1647, 0.1517, 0.186, 0.1647, 0.2239, 0.2038, 0.2476, 0.3365, 0.2832, 0.2737, 0.1919, 0.2915, 0.2654, 0.2216, 0.1185, 0.0427, -0.0344, 0.0711, 0.0438, 0.1374, 0.1374, 0.128, 0.1291, 0.1197, 0.0829, 0.0818, 0.122, 0.1137, 0.1884, 0.2085, 0.1848, 0.2713, 0.2879, 0.3104, 0.2488, 0.25, 0.2974, 0.2417, 0.1244, 0.1896, 0.2227, 0.1528, 0.1055, 0.1066, 0.0533, 0.0735, 0.1161, 0.0711, 0.0498, 0.3282, 0.2583, 0.1493, 0.0812, 0.109]}
{"unit_id": "orig:2018287268008472878", "ticker_idx": 0, "ts": "2026-02-02T11:35:57+00:00", "symbol": "IDXX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IDEXX delivered a stellar finish to 2025, proving its razor-and-blade model is stronger than ever... management is signaling confidence with a robust forecast for both revenue and profit", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish IDXX: razor-and-blade model strengthening, record analyzer placements, cancer diagnostics upside, and confident 2026 guidance despite soft domestic vet visits.", "resolved_tickers": ["IDXX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Diagnostics & Research'", "bench_c_industry": "Diagnostics & Research", "unit_kind": "original", "lang": "en", "tweet_text": "$IDXX just reported a Q4 double beat. The stock stays flat after these earnings. \n\nIDEXX delivered a stellar finish to 2025, proving its razor-and-blade model is stronger than ever. The company achieved double-digit organic growth, powered by record-breaking placements of its new inVue Dx analyzer. This is a big win because every new machine installed locks in years of future sales for testing supplies.\n\nWhile domestic vet visits have been slightly soft, $IDXX is successfully offsetting this through higher-value innovations like its new cancer diagnostics and strong international demand. \n\nLooking ahead to 2026, management is signaling confidence with a robust forecast for both revenue and profit. By combining cutting-edge medical tech with cloud-based software, IDEXX is making itself indispensable to vet clinics worldwide.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.048248979932258296, "ret_signed_m1d": 0.048248979932258296, "alpha_spy_m1d": 0.05319578789377444, "alpha_c_m1d": 0.0543508442568128, "bench_spy_m1d": -0.004946807961516142, "bench_c_m1d": -0.006101864324554507, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011006845365956197, "ret_signed_p1d": -0.011006845365956197, "alpha_spy_p1d": -0.0025513719758283315, "alpha_c_p1d": -0.0007942389055634047, "bench_spy_p1d": -0.008455473390127866, "bench_c_p1d": -0.010212606460392792, "ret_p1w": 0.00029706449133648505, "ret_signed_p1w": 0.00029706449133648505, "alpha_spy_p1w": 0.0023965284724351, "alpha_c_p1w": -0.0037494287652988234, "bench_spy_p1w": -0.002099463981098615, "bench_c_p1w": 0.0040464932566353085, "ret_p1m": -0.006347713748541595, "ret_signed_p1m": -0.006347713748541595, "alpha_spy_p1m": 0.015337276831046909, "alpha_c_p1m": -0.013091968020696787, "bench_spy_p1m": -0.021684990579588503, "bench_c_p1m": 0.006744254272155192, "ret_p3m": -0.12320198686808903, "ret_signed_p3m": -0.12320198686808903, "alpha_spy_p3m": -0.15945775512199478, "alpha_c_p3m": -0.0647535953239532, "bench_spy_p3m": 0.03625576825390575, "bench_c_p3m": -0.058448391544135836, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.12320198686808903, "alpha_spy_stated": -0.15945775512199478, "alpha_c_stated": -0.0647535953239532, "price_path": [0.126, 0.1159, 0.1076, 0.1094, 0.1139, 0.1156, 0.0967, 0.0787, 0.046, 0.0479, 0.0899, 0.0778, 0.1349, 0.176, 0.1987, 0.1819, 0.1819, 0.1771, 0.1397, 0.1456, 0.135, 0.1217, 0.1165, 0.1048, 0.093, 0.0973, 0.1062, 0.101, 0.0953, 0.0838, 0.0876, 0.0899, 0.095, 0.0977, 0.0668, 0.076, 0.076, 0.0764, 0.0755, 0.0668, 0.0577, 0.0577, 0.0475, 0.0667, 0.1051, 0.1172, 0.1138, 0.1153, 0.1331, 0.1164, 0.1108, 0.1134, 0.1185, 0.1185, 0.0726, 0.0889, 0.0804, 0.0848, 0.091, 0.0862, 0.0753, 0.058, 0.0482, 0.0, -0.011, 0.0052, 0.0062, 0.0078, 0.0003, 0.0108, 0.0143, -0.035, -0.016, -0.016, -0.021, -0.0073, -0.0139, -0.0062, -0.0258, 0.0151, 0.0278, 0.033, 0.0268, -0.0045, -0.0063, 0.0142, -0.0323, -0.0488, -0.0456, -0.0637, -0.0611, -0.1069, -0.1028, -0.0832, -0.0823, -0.0977, -0.0934, -0.0975, -0.0955, -0.1085, -0.0999, -0.1037, -0.1271, -0.129, -0.1215, -0.1172, -0.1095, -0.1095, -0.0972, -0.1013, -0.0747, -0.0858, -0.1198, -0.1026, -0.0869, -0.092, -0.1089, -0.0787, -0.0884, -0.1104, -0.0958, -0.123, -0.1152, -0.1011, -0.1115, -0.1344, -0.1232, -0.1128, -0.1196, -0.1198, -0.0944, -0.1054, -0.1243, -0.1682, -0.1652, -0.1734, -0.1669, -0.1732, -0.1467, -0.1456, -0.1345, -0.1353, -0.1254, -0.1254, -0.1288, -0.1385, -0.1119, -0.1189, -0.1138, -0.1388, -0.1233, -0.117, -0.1211, -0.1226, -0.0949, -0.1292, -0.1277, -0.1231, -0.1088, -0.1041, -0.1462, -0.1212, -0.1212, -0.1468, -0.1537, -0.1414, -0.1324, -0.1377, 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:1998417547562275220", "ticker_idx": 0, "ts": "2025-12-09T15:40:46+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 sure they will move back to $70", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holds RKLB at $20.25 avg cost; confident it recovers to $70.", "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": "@cashflow_king94 @WheelieInvestor Great, my average cost basis for $RKLB is $20.25 so I was pretty relaxed during their drawback. I’m sure they will move back to $70. Don’t have $AVGO but they are important for the complete market so will follow the earnings.", "reply_text": null, "parent_text": "@Kaizen_Investor @WheelieInvestor Nice, how has $RKLB been for you? Ive been looking into these lately.\nI've got $AVGO earnings very soon which is usually good for my portfolio", "quoted_text": null, "parent_author": "cashflow_king94", "ret_m1d": -0.03499904400531362, "ret_signed_m1d": -0.03499904400531362, "alpha_spy_m1d": -0.035862907715947134, "alpha_c_m1d": -0.04237208735939113, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.007373043354077513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07654875779949588, "ret_signed_p1d": 0.07654875779949588, "alpha_spy_p1d": 0.06991652254673864, "alpha_c_p1d": 0.05827909653467267, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.01826966126482321, "ret_p1w": 0.03855514432949492, "ret_signed_p1w": 0.03855514432949492, "alpha_spy_p1w": 0.044660123591990675, "alpha_c_p1w": 0.020285483064671705, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.01826966126482321, "ret_p1m": 0.5736477887107523, "ret_signed_p1m": 0.5736477887107523, "alpha_spy_p1m": 0.5610896898668323, "alpha_c_p1m": 0.5328380966863333, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.040809692024418975, "ret_p3m": 0.312184170127358, "ret_signed_p3m": 0.312184170127358, "alpha_spy_p3m": 0.32488201163035113, "alpha_c_p3m": 0.19955170591898175, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": 0.11263246420837625, "ret_p6m": 1.1467339751658425, "ret_signed_p6m": 1.1467339751658425, "alpha_spy_p6m": 1.0362065416816815, "alpha_c_p6m": 1.0039904899875527, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.14274348517828983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5736477887107523, "alpha_spy_stated": 0.5610896898668323, "alpha_c_stated": 0.5328380966863333, "price_path": [-0.0936, -0.0017, 0.0114, -0.1158, -0.1001, -0.117, -0.1056, -0.0678, -0.0097, -0.0887, -0.1273, -0.1342, -0.1202, -0.1033, -0.1022, -0.018, 0.0511, 0.0949, 0.1512, 0.2223, 0.2431, 0.2027, 0.2244, 0.2733, 0.2965, 0.254, 0.2403, 0.2605, 0.224, 0.1335, 0.1898, 0.2083, 0.2281, 0.1931, 0.2383, 0.1402, 0.1787, 0.148, 0.0588, 0.056, -0.0715, -0.0335, -0.0286, -0.041, -0.0648, -0.1531, -0.1477, -0.1894, -0.1993, -0.1836, -0.2611, -0.2457, -0.2055, -0.2027, -0.2152, -0.2152, -0.2113, -0.2444, -0.2158, -0.163, -0.076, -0.0819, -0.035, 0.0, 0.0765, 0.189, 0.1509, 0.0371, 0.0386, 0.0099, 0.1215, 0.3199, 0.4514, 0.4445, 0.4445, 0.4445, 0.3223, 0.3124, 0.3185, 0.3056, 0.3056, 0.4222, 0.4625, 0.6101, 0.5736, 0.5549, 0.5881, 0.6451, 0.6204, 0.7181, 0.6987, 0.8024, 0.8024, 0.6687, 0.6436, 0.6466, 0.6639, 0.5063, 0.6283, 0.6577, 0.6036, 0.4986, 0.3878, 0.5211, 0.3683, 0.2413, 0.3535, 0.4194, 0.3481, 0.303, 0.2354, 0.2622, 0.2622, 0.3081, 0.3929, 0.4333, 0.3262, 0.3141, 0.3096, 0.3139, 0.3597, 0.2933, 0.3283, 0.3126, 0.3459, 0.3101, 0.3122, 0.3378, 0.2901, 0.3468, 0.2796, 0.2804, 0.3346, 0.4709, 0.3004, 0.3462, 0.2583, 0.2727, 0.2366, 0.364, 0.2341, 0.1404, 0.0739, 0.2019, 0.2263, 0.2676, 0.2676, 0.2665, 0.2413, 0.2929, 0.2491, 0.2736, 0.3217, 0.3517, 0.3775, 0.5521, 0.5871, 0.6743, 0.6216, 0.6852, 0.5834, 0.4913, 0.5401, 0.4709, 0.4415, 0.5443, 0.475, 0.5031, 0.4741, 0.5843, 0.4707, 0.974, 1.1963, 1.2003, 1.3236, 1.4808, 1.3352, 1.4548, 1.3827, 1.5132, 1.3479, 1.5409, 1.5409, 1.6801, 1.8117, 1.7705, 1.6854, 1.2907, 1.3081, 1.1467]}
{"unit_id": "reply:2003381619256885453", "ticker_idx": 0, "ts": "2025-12-23T08:26:13+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lots of good news for $NVO in short-term. Might be time to step in.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish NVO near-term on oral pill approval; sees it as an entry point.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer Lots of good news for $NVO in short-term. Might be time to step in.", "reply_text": null, "parent_text": "🚨BREAKING: $NVO Novo Nordisk’s oral pill has been approved in the U.S.\n\nThe stock is up 9% in overnight trading, yet I still believe $NVO remains extremely undervalued. https://t.co/Xt7lqJk7LX", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.06801009177953354, "ret_signed_m1d": -0.06801009177953354, "alpha_spy_m1d": -0.06346048298256479, "alpha_c_m1d": -0.06346048298256479, "bench_spy_m1d": -0.0045496087969687515, "bench_c_m1d": -0.0045496087969687515, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018407321888565864, "ret_signed_p1d": 0.018407321888565864, "alpha_spy_p1d": 0.014889647492321023, "alpha_c_p1d": 0.014889647492321023, "bench_spy_p1d": 0.003517674396244841, "bench_c_p1d": 0.003517674396244841, "ret_p1w": -0.0075566513228257914, "ret_signed_p1w": -0.0075566513228257914, "alpha_spy_p1w": -0.006175803579350547, "alpha_c_p1w": -0.006175803579350547, "bench_spy_p1w": -0.0013808477434752442, "bench_c_p1w": -0.0013808477434752442, "ret_p1m": 0.14938966127438214, "ret_signed_p1m": 0.14938966127438214, "alpha_spy_p1m": 0.15311077926337124, "alpha_c_p1m": 0.15311077926337124, "bench_spy_p1m": -0.003721117988989109, "bench_c_p1m": -0.003721117988989109, "ret_p3m": -0.29219143731233654, "ret_signed_p3m": -0.29219143731233654, "alpha_spy_p3m": -0.23750988450882404, "alpha_c_p3m": -0.23750988450882404, "bench_spy_p3m": -0.0546815528035125, "bench_c_p3m": -0.0546815528035125, "ret_p6m": -0.12582656979874218, "ret_signed_p6m": -0.12582656979874218, "alpha_spy_p6m": -0.20580737242964875, "alpha_c_p6m": -0.20580737242964875, "bench_spy_p6m": 0.07998080263090657, "bench_c_p6m": 0.07998080263090657, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14938966127438214, "alpha_spy_stated": 0.15311077926337124, "alpha_c_stated": 0.15311077926337124, "price_path": [0.0858, 0.0775, 0.0754, 0.0752, 0.1465, 0.1382, 0.1554, 0.1558, 0.1436, 0.155, 0.137, 0.1031, 0.1141, 0.0978, 0.099, 0.0868, 0.0535, 0.08, 0.0614, 0.0343, 0.0314, 0.0262, 0.0248, 0.0085, -0.0047, -0.0304, -0.0417, -0.0484, -0.0651, -0.061, -0.0988, -0.1149, -0.1099, -0.0477, -0.0262, -0.0475, -0.0649, -0.061, -0.0787, -0.0506, -0.0777, -0.0771, -0.1287, -0.0882, -0.0562, -0.0562, -0.0438, -0.0616, -0.081, -0.0783, -0.0701, -0.0727, -0.0938, -0.1017, -0.0496, -0.0256, -0.0277, -0.024, -0.0513, -0.0744, -0.0775, -0.0682, -0.068, 0.0, 0.0184, 0.0184, 0.0153, -0.0027, -0.0076, -0.0141, -0.0141, 0.0151, 0.0678, 0.0901, 0.0961, 0.111, 0.1395, 0.1599, 0.1556, 0.1414, 0.1068, 0.2077, 0.2077, 0.1757, 0.1494, 0.2058, 0.2064, 0.2397, 0.2186, 0.169, 0.1496, 0.1515, 0.1418, -0.0254, -0.0856, -0.1602, -0.0769, -0.0434, -0.0482, -0.0556, -0.0519, -0.0395, -0.0395, -0.0434, -0.0461, -0.0612, -0.0812, -0.2321, -0.2523, -0.2606, -0.2711, -0.2744, -0.2684, -0.2897, -0.254, -0.243, -0.2525, -0.2292, -0.2498, -0.2476, -0.2633, -0.2645, -0.2525, -0.2554, -0.2744, -0.2815, -0.2922, -0.2866, -0.2852, -0.2961, -0.2947, -0.3017, -0.2911, -0.2618, -0.2672, -0.2572, -0.2572, -0.2634, -0.2586, -0.2445, -0.248, -0.2463, -0.2371, -0.2102, -0.1803, -0.1779, -0.1861, -0.1873, -0.2082, -0.2136, -0.2263, -0.173, -0.1724, -0.173, -0.1907, -0.1519, -0.1186, -0.1084, -0.0987, -0.0808, -0.08, -0.0746, -0.068, -0.0559, -0.0543, -0.08, -0.1013, -0.1106, -0.1106, -0.0947, -0.1084, -0.0969, -0.0969, -0.1124, -0.1051, -0.0859, -0.0844, -0.1148, -0.1379, -0.1564, -0.1212, -0.1371, -0.176, -0.1525, -0.1401, -0.117, -0.1186, -0.1178, -0.1252, -0.1258]}
{"unit_id": "orig:2031821728289341867", "ticker_idx": 0, "ts": "2026-03-11T19:57:04+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated four new longs: OUST (physical AI/LiDAR), SK Hynix (HBM monopoly), POET (optical interposers), MRVL (optical DSP + custom AI silicon).", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile. \n\n$OUST: I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors.\n\nSK Hynix: I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift.\n\n$POET: I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup.\n\n$MRVL: I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow.\n\nThis is my own financial journey and not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09616158225319604, "ret_signed_m1d": -0.09616158225319604, "alpha_spy_m1d": -0.0974182941443742, "alpha_c_m1d": -0.091390561201101, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.004771021052095037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08848487006293404, "ret_signed_p1d": -0.08848487006293404, "alpha_spy_p1d": -0.07329990379193085, "alpha_c_p1d": -0.07004157661409649, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.01844329344883755, "ret_p1w": -0.16202021126795296, "ret_signed_p1w": -0.16202021126795296, "alpha_spy_p1w": -0.13998946755162578, "alpha_c_p1w": -0.14443152334340048, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.017588687924552482, "ret_p1m": -0.1907070429638179, "ret_signed_p1m": -0.1907070429638179, "alpha_spy_p1m": -0.19874566244965652, "alpha_c_p1m": -0.20364343530421702, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.012936392340399117, "ret_p3m": 0.6517172148733428, "ret_signed_p3m": 0.6517172148733428, "alpha_spy_p3m": 0.5557452341413525, "alpha_c_p3m": 0.3385432844591021, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.3131739304142407, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1907070429638179, "alpha_spy_stated": -0.19874566244965652, "alpha_c_stated": -0.20364343530421702, "price_path": [-0.0198, -0.1075, -0.0909, -0.16, -0.1354, -0.1018, -0.0739, -0.0848, -0.0966, -0.0966, -0.1123, -0.1362, -0.1317, -0.1257, -0.1257, -0.0558, 0.002, 0.0384, 0.0384, 0.1184, 0.1261, 0.1038, 0.0954, 0.1212, 0.1071, 0.0651, 0.0651, -0.0101, 0.0218, 0.1006, 0.0036, -0.0234, -0.0137, -0.0352, -0.0513, -0.1584, -0.1786, -0.181, -0.2251, -0.301, -0.2154, -0.1491, -0.1895, -0.2368, -0.2659, -0.2416, -0.2416, -0.2485, -0.2489, -0.2291, -0.2477, -0.2703, -0.2465, -0.2, -0.2069, -0.2343, -0.1818, -0.1224, -0.0958, -0.1442, -0.181, -0.1697, -0.0962, 0.0, -0.0885, -0.1325, -0.1394, -0.1358, -0.162, -0.1491, -0.1899, -0.1442, -0.1689, -0.183, -0.2198, -0.2865, -0.3281, -0.2578, -0.2477, -0.2125, -0.2125, -0.2198, -0.219, -0.1814, -0.1907, -0.164, -0.116, -0.0537, -0.0125, -0.0234, -0.0198, 0.0966, 0.1156, 0.1216, 0.0671, 0.1402, 0.0877, 0.0558, 0.0319, 0.0893, 0.0687, 0.1374, 0.1556, 0.1877, -0.0097, 0.0182, 0.0828, 0.0949, 0.3806, 0.4085, 0.4085, 0.242, 0.2008, 0.2473, 0.4178, 0.4962, 0.4962, 0.7253, 0.7871, 0.7103, 0.8606, 0.8154, 0.8598, 0.7762, 0.9026, 0.6032, 0.6517, 0.5564, 0.5511, 0.6004, 0.6081, 0.8255, 0.7265, 0.6453, 0.8816, 0.8816, 0.9265, 0.8246, 0.6448, 0.6897, 0.6978, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031821728289341867", "ticker_idx": 1, "ts": "2026-03-11T19:57:04+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated four new longs: OUST (physical AI/LiDAR), SK Hynix (HBM monopoly), POET (optical interposers), MRVL (optical DSP + custom AI silicon).", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile. \n\n$OUST: I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors.\n\nSK Hynix: I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift.\n\n$POET: I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup.\n\n$MRVL: I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow.\n\nThis is my own financial journey and not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026881712479882358, "ret_signed_m1d": 0.026881712479882358, "alpha_spy_m1d": 0.025625000588704205, "alpha_c_m1d": 0.03610798537291726, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.009226272893034904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021505343097690033, "ret_signed_p1d": -0.021505343097690033, "alpha_spy_p1d": -0.0063203768266868465, "alpha_c_p1d": 0.010661811319064074, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": 0.08924731500804706, "ret_signed_p1w": 0.08924731500804706, "alpha_spy_p1w": 0.11127805872437424, "alpha_c_p1w": 0.10760002022702242, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": 0.10430110894886191, "ret_signed_p1m": 0.10430110894886191, "alpha_spy_p1m": 0.09626248946302329, "alpha_c_p1m": 0.03128911765538556, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 1.3821187306049558, "ret_signed_p3m": 1.3821187306049558, "alpha_spy_p3m": 1.2861467498729655, "alpha_c_p3m": 0.8905595580610508, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.491559172543905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10430110894886191, "alpha_spy_stated": 0.09626248946302329, "alpha_c_stated": 0.03128911765538556, "price_path": [-0.4054, -0.4312, -0.4086, -0.4075, -0.4129, -0.3775, -0.3732, -0.3689, -0.3689, -0.3571, -0.3131, -0.3013, -0.3013, -0.3013, -0.2734, -0.253, -0.2208, -0.2036, -0.1886, -0.2015, -0.1961, -0.2079, -0.2036, -0.1961, -0.1886, -0.18, -0.2025, -0.2058, -0.1897, -0.1768, -0.2101, -0.1414, -0.0974, -0.0759, -0.0244, -0.1092, -0.0265, -0.034, -0.0963, -0.0995, -0.048, -0.0598, -0.077, -0.0469, -0.0555, -0.0555, -0.0555, -0.0555, -0.0405, 0.0186, 0.0207, 0.0787, 0.0926, 0.1817, 0.1409, 0.1409, 0.0097, -0.0871, 0.0118, -0.0065, -0.1011, 0.0086, 0.0269, 0.0, -0.0215, 0.0473, 0.043, 0.1355, 0.0892, 0.0828, 0.0032, 0.0602, 0.0699, 0.0032, 0.0032, -0.0613, -0.1323, -0.0355, -0.1075, -0.0581, -0.0473, -0.0151, 0.1108, 0.0731, 0.1043, 0.1183, 0.186, 0.2215, 0.2419, 0.2129, 0.2538, 0.3161, 0.3151, 0.3172, 0.314, 0.3892, 0.3978, 0.3903, 0.3828, 0.3828, 0.5559, 0.5559, 0.7215, 0.7785, 0.8129, 1.0215, 0.9731, 1.1247, 1.1183, 0.9559, 0.9785, 0.8763, 0.8763, 1.086, 1.0871, 1.0871, 1.2065, 1.4118, 1.4617, 1.509, 1.5413, 1.5381, 1.5381, 1.4714, 1.2262, 1.0552, 1.3821, 1.2025, 1.2595, 1.3122, 1.4606, 1.5617, 1.7112, 1.8876, 1.9725, 2.1392, 1.7478, 1.8188, 2.1371, 1.8747, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031821728289341867", "ticker_idx": 2, "ts": "2026-03-11T19:57:04+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated four new longs: OUST (physical AI/LiDAR), SK Hynix (HBM monopoly), POET (optical interposers), MRVL (optical DSP + custom AI silicon).", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile. \n\n$OUST: I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors.\n\nSK Hynix: I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift.\n\n$POET: I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup.\n\n$MRVL: I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow.\n\nThis is my own financial journey and not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05913979218231891, "ret_signed_m1d": -0.05913979218231891, "alpha_spy_m1d": -0.06039650407349706, "alpha_c_m1d": -0.049913519289284, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.009226272893034904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.015184966271003186, "alpha_c_p1d": 0.03216715441675411, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": -0.16935486817086998, "ret_signed_p1w": -0.16935486817086998, "alpha_spy_p1w": -0.1473241244545428, "alpha_c_p1w": -0.15100216295189461, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": -0.18279571546434803, "ret_signed_p1m": -0.18279571546434803, "alpha_spy_p1m": -0.19083433495018665, "alpha_c_p1m": -0.2558077067578244, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 0.6505375858234776, "ret_signed_p3m": 0.6505375858234776, "alpha_spy_p3m": 0.5545656050914873, "alpha_c_p3m": 0.15897841327957263, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.491559172543905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18279571546434803, "alpha_spy_stated": -0.19083433495018665, "alpha_c_stated": -0.2558077067578244, "price_path": [-0.1263, -0.2016, -0.1841, -0.1976, -0.1761, -0.0887, 0.0228, -0.039, -0.0565, -0.0565, -0.0847, -0.121, -0.1237, -0.1492, -0.1492, -0.0376, -0.0013, -0.0121, 0.0013, -0.0215, -0.0067, -0.0309, -0.0403, 0.0874, 0.1169, 0.1156, 0.1156, 0.1075, 0.125, -0.0672, -0.0712, -0.1317, -0.0874, -0.164, -0.2003, -0.2204, -0.2151, -0.1882, -0.246, -0.3038, -0.211, -0.1653, -0.2151, -0.2164, -0.2406, -0.25, -0.25, -0.2581, -0.25, -0.2513, -0.2352, -0.2581, -0.1788, -0.1452, -0.1613, -0.1935, -0.0712, -0.0538, -0.0806, -0.1075, -0.1559, -0.1008, -0.0591, 0.0, 0.0, -0.082, -0.0712, -0.1169, -0.1694, -0.1626, -0.203, -0.1855, -0.2285, -0.1801, -0.2621, -0.3024, -0.3172, -0.2016, -0.2473, -0.1788, -0.1788, -0.1828, -0.1989, -0.164, -0.1828, -0.0538, -0.0188, -0.0981, -0.0632, -0.0134, -0.0242, 0.1546, 0.3777, 0.7164, 0.5753, 1.0296, 0.0685, 0.0793, -0.1129, -0.043, -0.0175, -0.0444, 0.2379, 0.3065, 0.2876, 0.4718, 0.8683, 0.8454, 0.9315, 1.7648, 1.1465, 0.9099, 0.7567, 0.9866, 0.9919, 0.961, 0.961, 0.7944, 0.7849, 0.7823, 0.6519, 0.8669, 0.8575, 1.0672, 1.0806, 0.5941, 0.6505, 0.4476, 0.4758, 0.5121, 0.6841, 0.8723, 0.7003, 0.6062, 0.6331, 0.6331, 0.625, 0.4422, 0.4328, 0.3616, 0.2688, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031821728289341867", "ticker_idx": 3, "ts": "2026-03-11T19:57:04+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated four new longs: OUST (physical AI/LiDAR), SK Hynix (HBM monopoly), POET (optical interposers), MRVL (optical DSP + custom AI silicon).", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile. \n\n$OUST: I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors.\n\nSK Hynix: I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift.\n\n$POET: I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup.\n\n$MRVL: I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow.\n\nThis is my own financial journey and not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.031623228499873424, "ret_signed_m1d": 0.031623228499873424, "alpha_spy_m1d": 0.03036651660869527, "alpha_c_m1d": 0.04084950139290833, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.009226272893034904, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030628058001281322, "ret_signed_p1d": -0.030628058001281322, "alpha_spy_p1d": -0.015443091730278136, "alpha_c_p1d": 0.0015390964154727849, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.03216715441675411, "ret_p1w": -0.03118088361113458, "ret_signed_p1w": -0.03118088361113458, "alpha_spy_p1w": -0.009150139894807396, "alpha_c_p1w": -0.012828178392159217, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.018352705218975363, "ret_p1m": 0.3260724964532651, "ret_signed_p1m": 0.3260724964532651, "alpha_spy_p1m": 0.31803387696742647, "alpha_c_p1m": 0.25306050515978873, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.07301199129347635, "ret_p3m": 2.1954289171344796, "ret_signed_p3m": 2.1954289171344796, "alpha_spy_p3m": 2.0994569364024893, "alpha_c_p3m": 1.7038697445905746, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.491559172543905, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3260724964532651, "alpha_spy_stated": 0.31803387696742647, "alpha_c_stated": 0.25306050515978873, "price_path": [-0.0671, -0.069, -0.0711, -0.0973, -0.0667, -0.0709, -0.063, -0.0312, -0.0444, -0.0444, -0.046, -0.0524, -0.0414, -0.061, -0.061, -0.0123, -0.003, -0.0251, -0.0648, -0.078, -0.0798, -0.0835, -0.0817, -0.1021, -0.1112, -0.1103, -0.1103, -0.1176, -0.0872, -0.0812, -0.1129, -0.0959, -0.083, -0.0754, -0.1006, -0.1274, -0.1303, -0.1648, -0.1848, -0.1795, -0.1123, -0.0895, -0.0932, -0.1006, -0.135, -0.1308, -0.1308, -0.1264, -0.1255, -0.1197, -0.1212, -0.1399, -0.1332, -0.1053, -0.1233, -0.0967, -0.1059, -0.143, -0.1366, -0.1632, -0.0096, 0.0244, 0.0316, 0.0, -0.0306, -0.0285, 0.0126, 0.0039, -0.0312, -0.0101, -0.028, -0.0031, 0.0212, 0.0886, 0.0801, 0.0491, -0.0291, 0.0952, 0.1799, 0.1843, 0.1843, 0.2109, 0.2094, 0.2655, 0.3261, 0.4214, 0.4525, 0.4805, 0.489, 0.4754, 0.5453, 0.6355, 0.6739, 0.7404, 0.8315, 0.8177, 0.7502, 0.6951, 0.7321, 0.827, 0.8248, 0.8105, 0.8668, 0.9044, 0.7701, 0.8821, 0.8899, 0.8198, 0.9686, 1.0198, 0.9569, 0.8688, 0.95, 1.0665, 1.1095, 1.1719, 1.1719, 1.3039, 1.1981, 1.266, 1.2678, 1.4275, 2.2169, 2.337, 2.5005, 1.9147, 2.1954, 1.9524, 1.7943, 2.1054, 2.0942, 2.417, 2.0828, 2.2031, 2.4358, 2.4358, 2.4057, 2.0869, 2.061, 2.1115, 1.9512, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995209267549483278", "ticker_idx": 0, "ts": "2025-11-30T19:12:13+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure beneficiaries of the 180GW data-center execution gap and secured-power moat.", "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": "@zerohedge This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "quoted_text": null, "parent_author": "zerohedge", "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018610016107583838, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586500297359519, "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": -0.15384251993697373, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.049278383881644405, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.22303858460288584, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391521909949963, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317800008799429, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965344371547503, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.21014646501716616, "alpha_spy_stated": -0.22303858460288584, "alpha_c_stated": -0.2570902040597104, "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": "reply:1995209267549483278", "ticker_idx": 1, "ts": "2025-11-30T19:12:13+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure beneficiaries of the 180GW data-center execution gap and secured-power moat.", "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": "@zerohedge This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "quoted_text": null, "parent_author": "zerohedge", "ret_m1d": 0.03351954441395333, "ret_signed_m1d": 0.03351954441395333, "alpha_spy_m1d": 0.02893304411659381, "alpha_c_m1d": 0.033973529208512154, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": -0.000453984794558826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10411381862907065, "ret_signed_p1d": -0.10411381862907065, "alpha_spy_p1d": -0.10596618613313846, "alpha_c_p1d": -0.11441583888815554, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.010302020259084887, "ret_p1w": -0.010665362423838087, "ret_signed_p1w": -0.010665362423838087, "alpha_spy_p1w": -0.0156046773952484, "alpha_c_p1w": -0.041781135715194595, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.031115773291356508, "ret_p1m": -0.25901474063691876, "ret_signed_p1m": -0.25901474063691876, "alpha_spy_p1m": -0.27190686022263844, "alpha_c_p1m": -0.27616547942414704, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.01715073878722828, "ret_p3m": -0.16302696316686127, "ret_signed_p3m": -0.16302696316686127, "alpha_spy_p3m": -0.17929524778734396, "alpha_c_p3m": -0.14939939461654828, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.013627568550312996, "ret_p6m": 0.16912137294999985, "ret_signed_p6m": 0.16912137294999985, "alpha_spy_p6m": 0.05946792923452482, "alpha_c_p6m": -0.12755303596029965, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.2966744089102995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25901474063691876, "alpha_spy_stated": -0.27190686022263844, "alpha_c_stated": -0.27616547942414704, "price_path": [-0.5881, -0.6242, -0.6181, -0.6079, -0.5317, -0.4794, -0.4937, -0.449, -0.449, -0.4154, -0.3713, -0.3982, -0.3763, -0.291, -0.2814, -0.2819, -0.4078, -0.4175, -0.3575, -0.3606, -0.3601, -0.2986, -0.2534, -0.2209, -0.2001, -0.1061, -0.0863, -0.1381, 0.033, 0.0609, 0.0681, -0.0493, -0.0472, 0.0112, -0.082, -0.1818, -0.1237, 0.0493, 0.0432, 0.0137, -0.0051, -0.0315, -0.0528, 0.1559, 0.1432, 0.255, 0.1026, 0.0508, -0.002, -0.0518, -0.1173, -0.2417, -0.2707, -0.2712, -0.2595, -0.2575, -0.2605, -0.2814, -0.1513, -0.1102, -0.0274, -0.0274, 0.0335, 0.0, -0.1041, -0.0538, 0.0071, -0.0208, -0.0107, -0.0066, -0.0615, -0.0411, -0.1341, -0.2514, -0.2387, -0.2692, -0.2306, -0.1767, -0.1701, -0.192, -0.1762, -0.1762, -0.2285, -0.2341, -0.259, -0.2504, -0.2504, -0.1772, -0.0777, -0.1092, -0.1833, -0.1595, -0.1554, -0.1021, -0.0731, -0.0792, -0.1102, -0.0452, -0.0452, -0.0899, -0.1001, -0.1168, -0.1077, -0.1625, -0.0477, -0.0366, -0.1011, -0.1894, -0.1971, -0.1742, -0.2763, -0.355, -0.2519, -0.1488, -0.1315, -0.1732, -0.1823, -0.1661, -0.1661, -0.2057, -0.2169, -0.1976, -0.256, -0.227, -0.1305, -0.1564, -0.163, -0.2077, -0.1996, -0.2529, -0.1854, -0.2306, -0.3083, -0.2732, -0.291, -0.2834, -0.3037, -0.2849, -0.2311, -0.2336, -0.255, -0.2565, -0.2885, -0.2438, -0.2443, -0.1935, -0.2712, -0.3019, -0.3898, -0.3464, -0.358, -0.3489, -0.3489, -0.322, -0.2885, -0.2169, -0.1691, -0.1605, -0.098, -0.063, -0.0858, -0.1193, -0.0163, -0.0203, -0.0838, -0.0127, -0.0508, -0.0757, -0.0777, -0.1234, -0.1407, -0.099, -0.1346, -0.0914, 0.1224, 0.1127, 0.0505, 0.0437, 0.03, 0.0188, 0.0787, 0.132, 0.0325, -0.0289, -0.0452, -0.0107, 0.0929, 0.1158, 0.1158, 0.1691]}
{"unit_id": "reply:1995209267549483278", "ticker_idx": 2, "ts": "2025-11-30T19:12:13+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure beneficiaries of the 180GW data-center execution gap and secured-power moat.", "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": "@zerohedge This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "quoted_text": null, "parent_author": "zerohedge", "ret_m1d": -0.052720905630066484, "ret_signed_m1d": -0.052720905630066484, "alpha_spy_m1d": -0.057307405927426, "alpha_c_m1d": -0.05742271881503813, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004701813184971648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036944628270231594, "ret_signed_p1d": -0.036944628270231594, "alpha_spy_p1d": -0.0387969957742994, "alpha_c_p1d": -0.04025333893149108, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.003308710661259484, "ret_p1w": 0.0017973070637373745, "ret_signed_p1w": 0.0017973070637373745, "alpha_spy_p1w": -0.003142007907672939, "alpha_c_p1w": -0.010479664481659379, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.012276971545396753, "ret_p1m": -0.1495756677853144, "ret_signed_p1m": -0.1495756677853144, "alpha_spy_p1m": -0.16246778737103407, "alpha_c_p1m": -0.18286212419849268, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.03328645641317829, "ret_p3m": 0.047229112885403435, "ret_signed_p3m": 0.047229112885403435, "alpha_spy_p3m": 0.030960828264920748, "alpha_c_p3m": 0.027656903883158, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.019572209002245433, "ret_p6m": 1.0774837183085886, "ret_signed_p6m": 1.0774837183085886, "alpha_spy_p6m": 0.9678302745931135, "alpha_c_p6m": 1.0649106714204966, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.012573046888092021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1495756677853144, "alpha_spy_stated": -0.16246778737103407, "alpha_c_stated": -0.18286212419849268, "price_path": [-0.3445, -0.3519, -0.3463, -0.3604, -0.0442, -0.0675, -0.1094, -0.0973, -0.0918, -0.107, -0.0606, -0.0602, -0.0084, 0.0644, 0.0764, 0.1306, 0.0778, 0.0754, 0.1005, 0.121, 0.1544, 0.2568, 0.2779, 0.2475, 0.1752, 0.2182, 0.3244, 0.2939, 0.3526, 0.2796, 0.2564, 0.2286, 0.1327, 0.0884, 0.0412, -0.0153, 0.06, 0.1708, 0.2524, 0.2165, 0.2491, 0.2399, 0.3062, 0.2029, 0.1037, 0.1682, 0.0928, 0.1111, 0.0979, 0.0207, -0.0578, -0.115, -0.1659, -0.1415, -0.096, -0.0507, -0.1549, -0.1686, -0.0824, -0.1125, -0.0545, -0.0545, -0.0527, 0.0, -0.0369, -0.0123, 0.0265, -0.0211, 0.0018, -0.0373, -0.0655, -0.0586, -0.1244, -0.1898, -0.1917, -0.2466, -0.2203, -0.1067, -0.0691, -0.101, -0.0901, -0.0901, -0.1254, -0.1409, -0.1496, -0.1642, -0.1642, -0.1018, -0.0731, 0.0009, -0.0393, -0.0285, -0.0222, 0.0717, 0.0527, 0.0183, 0.0373, 0.0857, 0.0857, -0.0086, -0.0128, -0.033, -0.0564, -0.0868, -0.0228, 0.0028, -0.0523, -0.1494, -0.1197, -0.1018, -0.1773, -0.2624, -0.1403, -0.0726, -0.0835, -0.1152, -0.104, -0.0214, -0.0214, -0.0263, 0.0165, 0.0745, -0.0223, 0.0046, 0.0243, 0.0596, 0.0472, -0.0895, -0.0913, -0.1333, -0.0237, -0.0449, -0.108, -0.052, -0.0371, 0.1183, 0.0788, 0.1278, 0.2966, 0.1616, 0.1838, 0.2134, 0.1744, 0.1398, 0.1474, 0.1492, 0.0581, 0.0067, -0.0788, 0.036, 0.018, 0.0866, 0.0866, 0.1237, 0.1722, 0.2481, 0.3613, 0.4475, 0.5433, 0.617, 0.6652, 0.6509, 0.569, 0.5892, 0.5632, 0.5591, 0.5684, 0.4694, 0.4474, 0.3531, 0.4098, 0.3802, 0.5426, 0.7616, 0.7566, 0.948, 0.8449, 0.7678, 0.8582, 0.7884, 1.0696, 1.2082, 1.1961, 0.9956, 0.9743, 0.9153, 1.196, 1.1445, 1.1445, 1.0775]}
{"unit_id": "reply:1991181209481760822", "ticker_idx": 0, "ts": "2025-11-19T16:26:09+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TMDX should have a place in everyones portfolio!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses TMDX as a universal portfolio holding; decisive buy stance.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@WealthyReadings Great read, thanks! $TMDX should have a place in everyones portfolio!", "reply_text": null, "parent_text": "$TMDX is one of the most interesting growth names in the med-tech sector, and one of the most interesting stocks in the entire market right now.\n\nHere’s why 👇\n\n🔷 The only company providing an end-to-end transplant system in the U.S., from organ recovery to transportation to https://t.co/yp2nN7AlT2", "quoted_text": null, "parent_author": "WealthyReadings", "ret_m1d": -0.12287406440313298, "ret_signed_m1d": -0.12287406440313298, "alpha_spy_m1d": -0.11902575446094121, "alpha_c_m1d": -0.12458094136007092, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": 0.0017068769569379416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07230090235724107, "ret_signed_p1d": -0.07230090235724107, "alpha_spy_p1d": -0.05705867504059303, "alpha_c_p1d": -0.06632703591772515, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.005973866439515918, "ret_p1w": 0.09200568417610877, "ret_signed_p1w": 0.09200568417610877, "alpha_spy_p1w": 0.0662748712090242, "alpha_c_p1w": 0.052026677220564865, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.039979006955543905, "ret_p1m": -0.09290478319075257, "ret_signed_p1m": -0.09290478319075257, "alpha_spy_p1m": -0.1137911241237457, "alpha_c_p1m": -0.10327702318674303, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.010372239995990462, "ret_p3m": -0.027197159283830374, "ret_signed_p3m": -0.027197159283830374, "alpha_spy_p3m": -0.05909199220610517, "alpha_c_p3m": -0.06666026815770343, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.039463108873873054, "ret_p6m": -0.5351764415365567, "ret_signed_p6m": -0.5351764415365567, "alpha_spy_p6m": -0.6706971150112289, "alpha_c_p6m": -0.5058307179917799, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": -0.029345723544776825, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09290478319075257, "alpha_spy_stated": -0.1137911241237457, "alpha_c_stated": -0.10327702318674303, "price_path": [-0.102, -0.1386, -0.137, -0.1206, -0.1255, -0.1387, -0.1387, -0.1642, -0.1988, -0.2204, -0.2207, -0.209, -0.1887, -0.1924, -0.1235, -0.1416, -0.1437, -0.1073, -0.1023, -0.0927, -0.0838, -0.0623, -0.097, -0.1202, -0.1466, -0.1468, -0.1561, -0.1594, -0.1392, -0.1304, -0.1332, -0.1464, -0.137, -0.1155, -0.1535, -0.1961, -0.163, -0.1666, -0.1563, -0.1333, -0.1187, -0.1017, -0.0999, -0.1044, -0.0342, -0.0221, -0.0076, -0.0282, 0.0064, 0.0174, -0.0145, -0.0656, -0.0844, -0.0675, -0.0636, -0.1071, -0.083, -0.0849, -0.1071, -0.1343, -0.1383, -0.1504, -0.1229, 0.0, -0.0723, -0.019, 0.0505, 0.0939, 0.092, 0.092, 0.0962, 0.127, 0.0622, 0.0497, 0.0387, 0.0228, 0.0235, 0.01, -0.0169, -0.0438, -0.05, -0.0773, -0.0632, -0.0865, -0.0929, -0.0435, -0.0309, -0.0395, -0.0486, -0.0486, -0.0695, -0.078, -0.0865, -0.0886, -0.0886, -0.0808, -0.0539, -0.006, 0.0285, 0.0307, 0.027, 0.0089, 0.0692, 0.0636, 0.0766, 0.0742, 0.0742, 0.0634, 0.0025, 0.0346, 0.0137, 0.0439, 0.0376, 0.0563, 0.0412, 0.0038, 0.0039, 0.0169, -0.0232, -0.029, 0.0119, 0.0215, 0.0436, -0.0013, -0.0371, -0.0272, -0.0272, 0.0026, 0.0152, -0.0044, 0.0058, 0.0088, 0.0323, -0.0121, 0.0082, 0.0883, 0.1014, 0.1089, 0.1063, 0.0494, -0.0289, 0.0097, -0.0196, -0.0337, -0.0911, -0.0748, -0.0657, -0.0656, -0.1518, -0.148, -0.1466, -0.1603, -0.1839, -0.2123, -0.2343, -0.2579, -0.2934, -0.2552, -0.2478, -0.2456, -0.2456, -0.2148, -0.1959, -0.1806, -0.1818, -0.1459, -0.1507, -0.1333, -0.1301, -0.1824, -0.1319, -0.1524, -0.184, -0.141, -0.1518, -0.1689, -0.1899, -0.2413, -0.2615, -0.2448, -0.2507, -0.2726, -0.2888, -0.4537, -0.4538, -0.4917, -0.5182, -0.521, -0.5191, -0.5352]}
{"unit_id": "reply:2000988720791519277", "ticker_idx": 0, "ts": "2025-12-16T17:57:42+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Ofcourse, bought some more today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position on the dip; bullish on upside and unchanged thesis.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@NetWorthNotes Ofcourse, bought some more today", "reply_text": null, "parent_text": "“Why are you bullish on $IREN right now?”\n\nIt’s upside is amazing.\n\nEven the lowest price target has amazing upside at over 60%.\n\nAnd has anything changed about the thesis: Nope\n\nDid you buy any $IREN on this dip? https://t.co/XCiJ7GTIcZ", "quoted_text": null, "parent_author": "NetWorthNotes", "ret_m1d": -0.03033617397438182, "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "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:1983522917909700695", "ticker_idx": 0, "ts": "2025-10-29T13:14:50+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Solid strategic move for $ASTS. This 10-year, $175M deal with stc group provides long-term revenue visibility and a significant foothold in the Middle East & Africa market.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish ASTS: 10-year $175M stc deal provides long-term revenue visibility and ME&A market foothold.", "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": "Solid strategic move for $ASTS. This 10-year, $175M deal with stc group provides long-term revenue visibility and a significant foothold in the Middle East & Africa market.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.028603559647267685, "ret_signed_m1d": -0.028603559647267685, "alpha_spy_m1d": -0.028123419653736992, "alpha_c_m1d": -0.028123419653736992, "bench_spy_m1d": -0.0004801399935306927, "bench_c_m1d": -0.0004801399935306927, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04221830322870346, "ret_signed_p1d": -0.04221830322870346, "alpha_spy_p1d": -0.031220205614443275, "alpha_c_p1d": -0.031220205614443275, "bench_spy_p1d": -0.010998097614260183, "bench_c_p1d": -0.010998097614260183, "ret_p1w": -0.12090932551042421, "ret_signed_p1w": -0.12090932551042421, "alpha_spy_p1w": -0.10663789609615115, "alpha_c_p1w": -0.10663789609615115, "bench_spy_p1w": -0.014271429414273062, "bench_c_p1w": -0.014271429414273062, "ret_p1m": -0.30652008305233736, "ret_signed_p1m": -0.30652008305233736, "alpha_spy_p1m": -0.2953037155696774, "alpha_c_p1m": -0.2953037155696774, "bench_spy_p1m": -0.011216367482659972, "bench_c_p1m": -0.011216367482659972, "ret_p3m": 0.3087684483453952, "ret_signed_p3m": 0.3087684483453952, "alpha_spy_p3m": 0.29802219369250027, "alpha_c_p3m": 0.29802219369250027, "bench_spy_p3m": 0.010746254652894915, "bench_c_p3m": 0.010746254652894915, "ret_p6m": -0.01636269795830303, "ret_signed_p6m": -0.01636269795830303, "alpha_spy_p6m": -0.05286873632527567, "alpha_c_p6m": -0.05286873632527567, "bench_spy_p6m": 0.03650603836697264, "bench_c_p6m": 0.03650603836697264, "ret_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": [-0.3447, -0.3582, -0.3434, -0.3531, -0.4041, -0.4176, -0.4264, -0.3785, -0.3748, -0.3942, -0.3995, -0.3985, -0.4385, -0.4369, -0.4382, -0.4121, -0.3753, -0.3701, -0.3973, -0.3886, -0.3887, -0.3887, -0.391, -0.4352, -0.4771, -0.4703, -0.4908, -0.539, -0.5306, -0.5207, -0.5164, -0.4883, -0.495, -0.4855, -0.4824, -0.4367, -0.3898, -0.3155, -0.3193, -0.3831, -0.3868, -0.39, -0.387, -0.2888, -0.1736, -0.1536, -0.0894, -0.0663, 0.0142, 0.0841, 0.0246, 0.1304, 0.1804, 0.1952, 0.1179, 0.0428, 0.0343, -0.0181, -0.1088, -0.1042, -0.0794, -0.0076, -0.0286, 0.0, -0.0422, 0.0024, -0.1114, -0.125, -0.1209, -0.1846, -0.1358, -0.1419, -0.152, -0.1945, -0.2326, -0.2331, -0.293, -0.2728, -0.2754, -0.3667, -0.3584, -0.313, -0.3066, -0.3065, -0.3065, -0.298, -0.3429, -0.2894, -0.2326, -0.0926, -0.0767, -0.0757, -0.0902, -0.0126, 0.0586, -0.042, -0.153, -0.146, -0.2273, -0.1765, -0.0527, 0.0802, 0.0701, -0.0251, -0.0251, -0.1013, -0.1073, -0.0672, -0.0928, -0.0928, 0.0426, 0.1356, 0.2177, 0.0708, 0.1312, 0.22, 0.229, 0.1581, 0.1894, 0.2647, 0.446, 0.446, 0.4044, 0.2928, 0.4535, 0.4186, 0.3088, 0.3907, 0.5142, 0.525, 0.3891, 0.3059, 0.4459, 0.2928, 0.165, 0.2714, 0.2755, 0.2025, 0.2106, 0.027, 0.0306, 0.0306, 0.0371, 0.0546, 0.0792, 0.0017, 0.048, 0.0719, 0.0287, 0.0712, -0.0109, 0.0857, 0.1576, 0.3101, 0.1724, 0.1176, 0.1212, 0.0933, 0.1018, 0.0878, 0.0784, 0.113, 0.1954, 0.1334, 0.1752, 0.1233, 0.1044, 0.0864, 0.1999, 0.0974, -0.0174, -0.0779, 0.0351, 0.0491, 0.1569, 0.1569, 0.1842, 0.1563, 0.2048, 0.1443, 0.1854, 0.2362, 0.1063, 0.0856, 0.1359, 0.0683, 0.0117, -0.0006, 0.0575, -0.0164]}
{"unit_id": "reply:1997727949576126806", "ticker_idx": 0, "ts": "2025-12-07T18:00:33+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 stock will explode again in 2026 👌🏼", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish HIMS into 2026 on European expansion thesis via ZAVA.", "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": "@YodaStockInvest $HIMS stock will explode again in 2026 👌🏼", "reply_text": null, "parent_text": "How $HIMS will explode internationally:\n\nEVERYBODY HAS FORGOTTEN ABOUT EUROPE OPPORTUNITY!\n\n-European launch via ZAVA’s 1.3M subscribers\n-Injecting Hims marketing + data expertise > viral growth\n-Expanding product range = better retention + revenue per user\n-Basically, converting https://t.co/6HLJOaMyFD", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.0020450366369892947, "ret_signed_m1d": 0.0020450366369892947, "alpha_spy_m1d": -0.0009682249366744777, "alpha_c_m1d": -0.0009682249366744777, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017893680522800715, "ret_signed_p1d": 0.017893680522800715, "alpha_spy_p1d": 0.018756798617034498, "alpha_c_p1d": 0.018756798617034498, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.07336398287949775, "ret_signed_p1w": -0.07336398287949775, "alpha_spy_p1w": -0.06912184926741238, "alpha_c_p1w": -0.06912184926741238, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": -0.09355828086255458, "ret_signed_p1m": -0.09355828086255458, "alpha_spy_p1m": -0.10851404335960524, "alpha_c_p1m": -0.10851404335960524, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.5940695156436234, "ret_signed_p3m": -0.5940695156436234, "alpha_spy_p3m": -0.5936207626503239, "alpha_c_p3m": -0.5936207626503239, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.0004487529932994949, "ret_p6m": -0.2967791160530988, "ret_signed_p6m": -0.2967791160530988, "alpha_spy_p6m": -0.41418910281916155, "alpha_c_p6m": -0.41418910281916155, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2214, 0.3231, 0.4187, 0.3793, 0.3009, 0.2871, 0.4366, 0.478, 0.4749, 0.4315, 0.3612, 0.4026, 0.4928, 0.5112, 0.4499, 0.4394, 0.4793, 0.343, 0.3998, 0.4819, 0.487, 0.489, 0.3791, 0.399, 0.3809, 0.6043, 0.512, 0.2725, 0.3129, 0.2618, 0.2132, 0.2395, 0.2469, 0.2329, 0.2045, 0.192, 0.1263, 0.1621, 0.1347, 0.0938, 0.1178, 0.0613, 0.0488, 0.0493, 0.0161, -0.0026, -0.0785, -0.0547, -0.0905, -0.0731, -0.0841, -0.1406, -0.1127, -0.0343, -0.0519, -0.0184, -0.0184, 0.0164, -0.0412, -0.0718, -0.0524, 0.023, 0.002, 0.0, 0.0179, -0.0317, -0.0345, -0.0488, -0.0734, -0.0578, -0.1061, -0.1112, -0.091, -0.104, -0.1104, -0.1138, -0.1138, -0.123, -0.1283, -0.1554, -0.17, -0.17, -0.146, -0.1127, -0.0936, -0.0936, -0.1342, -0.1899, -0.1733, -0.1769, -0.1994, -0.2017, -0.1979, -0.1979, -0.2211, -0.2615, -0.2198, -0.2428, -0.226, -0.2413, -0.2671, -0.2365, -0.3075, -0.3241, -0.3471, -0.3763, -0.3998, -0.4116, -0.5059, -0.5593, -0.5734, -0.5961, -0.5833, -0.5833, -0.5841, -0.5951, -0.5956, -0.6005, -0.6035, -0.6048, -0.5956, -0.6012, -0.6288, -0.5787, -0.5956, -0.5795, -0.5941, -0.5976, -0.4335, -0.4001, -0.3384, -0.3906, -0.3668, -0.364, -0.3615, -0.4082, -0.3824, -0.4371, -0.4259, -0.4545, -0.4673, -0.4668, -0.5046, -0.5199, -0.4693, -0.4928, -0.5107, -0.5107, -0.4803, -0.5015, -0.5043, -0.4951, -0.5033, -0.4594, -0.454, -0.3791, -0.3101, -0.2633, -0.2073, -0.2393, -0.2584, -0.2804, -0.2188, -0.2487, -0.2866, -0.3269, -0.3055, -0.2993, -0.3029, -0.3269, -0.3129, -0.3443, -0.2774, -0.2551, -0.3602, -0.3829, -0.3804, -0.3597, -0.4302, -0.4264, -0.411, -0.3862, -0.3929, -0.3929, -0.3903, -0.3558, -0.3512, -0.3315, -0.2904, -0.2968]}
{"unit_id": "orig:2007110208653549811", "ticker_idx": 0, "ts": "2026-01-02T15:22:18+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fluence is ideally positioned to give us exactly what we need", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC: ideally positioned to meet growing energy storage demand.", "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": "original", "lang": "en", "tweet_text": "$FLNC with a great pump today. We need more energy storage and Fluence is ideally positioned to give us exactly what we need. https://t.co/5kuIeIFtjw", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.14037372925281755, "ret_signed_m1d": -0.14037372925281755, "alpha_spy_m1d": -0.13854408986718691, "alpha_c_m1d": -0.13854408986718691, "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": -0.03302912739339714, "ret_signed_p1d": -0.03302912739339714, "alpha_spy_p1d": -0.039689244685757075, "alpha_c_p1d": -0.039689244685757075, "bench_spy_p1d": 0.006660117292359935, "bench_c_p1d": 0.006660117292359935, "ret_p1w": 0.008257302571389458, "ret_signed_p1w": 0.008257302571389458, "alpha_spy_p1w": -0.0076977708045955495, "alpha_c_p1w": -0.0076977708045955495, "bench_spy_p1w": 0.015955073375985007, "bench_c_p1w": 0.015955073375985007, "ret_p1m": 0.34245976020790025, "ret_signed_p1m": 0.34245976020790025, "alpha_spy_p1m": 0.3245431977276598, "alpha_c_p1m": 0.3245431977276598, "bench_spy_p1m": 0.017916562480240428, "bench_c_p1m": 0.017916562480240428, "ret_p3m": -0.4341590470120402, "ret_signed_p3m": -0.4341590470120402, "alpha_spy_p3m": -0.39589550421369346, "alpha_c_p3m": -0.39589550421369346, "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": 0.34245976020790025, "alpha_spy_stated": 0.3245431977276598, "alpha_c_stated": 0.3245431977276598, "price_path": [-0.399, -0.3498, -0.3525, -0.4311, -0.3094, -0.1982, -0.0682, -0.1491, -0.2036, -0.1982, -0.2934, -0.3385, -0.3033, -0.1517, -0.1856, -0.2134, -0.1186, -0.1104, -0.0874, -0.0956, -0.1664, -0.0995, -0.1386, -0.0965, -0.053, -0.0991, -0.1651, -0.2938, -0.2216, -0.2512, -0.2603, -0.2694, -0.3259, -0.3307, -0.3133, -0.2712, -0.1747, -0.1747, -0.1465, -0.1573, -0.1326, -0.1373, 0.0143, 0.0413, -0.0065, 0.0404, 0.0348, 0.1208, -0.0356, -0.0648, -0.0739, -0.193, -0.1608, -0.1326, -0.1113, -0.1452, -0.1382, -0.1382, -0.1217, -0.1321, -0.1369, -0.1404, -0.1404, 0.0, -0.033, -0.0513, -0.1065, -0.0795, 0.0083, 0.0117, 0.0352, -0.0156, 0.1082, 0.1769, 0.1769, 0.1086, 0.1447, 0.1851, 0.1708, 0.1786, 0.236, 0.3468, 0.372, 0.3372, 0.3425, 0.4007, 0.2599, -0.1764, -0.1551, -0.1569, -0.1747, -0.2386, -0.2421, -0.1977, -0.1977, -0.2273, -0.2425, -0.2803, -0.2807, -0.3016, -0.2834, -0.2903, -0.296, -0.3246, -0.3429, -0.3516, -0.3133, -0.3151, -0.3577, -0.3177, -0.2664, -0.2564, -0.2864, -0.2881, -0.2708, -0.2829, -0.3051, -0.3033, -0.3425, -0.3325, -0.2981, -0.2894, -0.3498, -0.3851, -0.435, -0.402, -0.4342, -0.422, -0.422, -0.4263, -0.4242, -0.4298, -0.4107, -0.4011, -0.4068, -0.3568, -0.339, -0.349, -0.4118, -0.4511, -0.445, -0.4133, -0.4124, -0.4185, -0.4194, -0.4633, -0.4859, -0.4707, -0.4702, -0.4641, -0.4485, -0.4107, -0.1756, 0.05, 0.0965, -0.0752, -0.0395, -0.09, -0.0973, -0.1508, -0.2216, -0.1769, -0.1226, -0.0661, -0.0661, -0.073, -0.0778, -0.0717, -0.1795, 0.1799, 0.213, 0.08, 0.1799, -0.0043, 0.0461, 0.0196, -0.0604, 0.0552, 0.0304, 0.0508, 0.0395, 0.0178, 0.0778, 0.0778, 0.0947, -0.0782, -0.1417, -0.1578, -0.1625, null]}
{"unit_id": "thread:2028928077665869923", "ticker_idx": 0, "ts": "2026-03-03T20:18:44+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I see a clear path to aggressive upside. Price target: $15.12 -> $41.80", "tweet_type": "analysis", "timeline": "years", "summary": "Long FLNC to $41.80 on hardware-to-software transition, AI data center pipeline, SaaS ARR growth, and market re-rating from 0.8x P/S.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$FLNC remains a massively misunderstood play in the global clean energy supercycle. Based on their transition from hardware to software and an explosive AI data center pipeline, I see a clear path to aggressive upside.\n\nPrice target: $15.12 -> $41.80 \n\nMost investors look at Fluence Energy and see a low-margin hardware assembler. They see supply chain risks, erratic profitability, and massive working capital drains.\n\nThey are missing the forest for the trees.\n\nFluence is not just a battery construction company. Fluence is rapidly evolving into a high-margin, AI-driven energy software and services monopoly, using physical batteries simply as the customer acquisition channel.\n\nHere is the thesis for $FLNC based strictly on the fundamentals, the unique unit economics revealed in their financial filings, and their massive $5.5 billion contracted backlog.\n\n1. The Trojan Horse Economics (The Margin Story)\n\nThis is the single most important concept in the Fluence Energy bull case, and it completely reframes their volatile hardware margins.\n\nTraditional energy storage competitors are fighting a race to the bottom on raw lithium-ion cell pricing.\n\nFluence operates an asset-lite Trojan Horse model:\n\nThe Hardware (The Hook): They integrate third-party battery cells into proprietary enclosures like the Gridstack and sell them as massive infrastructure projects. Yes, this is capital intensive and low margin.\n\nThe Software (The Catch): The physical hardware sale is merely an acquisition channel. Once deployed, Fluence layers on their Fluence IQ platform (Mosaic and Nispera).\n\nThe Unit Economics: They sell the hardware once, but collect high-margin Software-as-a-Service (SaaS) subscription revenues for the 20-year lifespan of the asset. Annual Recurring Revenue (ARR) is already at $148 million and targeting $180 million by the end of FY2026.\n\n2. The Unreplicable Moat: High Switching Costs & AI Network Effects\n\nCompetitors like Sungrow and BYD can flood the market with cheap, subsidized Chinese batteries. But they cannot replicate Fluence's digital moat.\n\nTotal Vendor Lock-in: Once a Fluence system is integrated into a utility substation, ripping and replacing it is virtually impossible due to interconnection complexities and proprietary hardware-software integration.\n\nThe Data Flywheel: The Mosaic AI bidding software doesn't just monitor batteries, it trades energy. It currently processes telemetry from over 16 GW of assets across the world's most volatile energy markets.\n\nAlgorithmic Superiority: As Mosaic ingests more market data, its predictive trading models improve, allowing Fluence to claim up to a 50% revenue increase for asset owners compared to manual trading. This creates a massive barrier to entry for smaller software developers trying to replicate this intelligence.\n\n3. Financial Stability\nThe clean energy sector is known for capital-intensive bankruptcies. While Fluence undeniably burns cash to secure battery inventory, look at their liquidity and pedigree.\n\nCash & Liquidity: They hold $452.6 million in cash and cash equivalents, with total available liquidity standing at roughly $1.1 billion.\n\nThe Siemens/AES Backstop: Fluence was born as a joint venture between Siemens AG and The AES Corporation. Their financial stability and market bankability are implicitly backstopped by these global industrial heavyweights.\n\n4. The Quality of Revenue & Pricing Power\n\nReviewing the top line reveals why this is a highly defensible asset.\n\nExplosive Growth: In Q1 FY2026, revenue surged 154.4% year-over-year to $475.23 million.\n\nVisibility: They are sitting on a $5.5 billion contracted backlog and a $23+ billion project pipeline, virtually de-risking their near-term revenue targets.\n\nThe IRA Premium: While Chinese competitors are locked out of the U.S. by severe tariffs, Fluence localized its manufacturing in Utah. By offering Inflation Reduction Act (IRA) compliant domestic content, Fluence allows customers to unlock a 10% tax credit, giving them immense pricing power in North America.\n\n5. The Sleeping Giant: AI Data Centers\n\nWe are seeing a massive structural shift in energy demand. Training massive LLMs requires unprecedented electricity, and global data center power demand is projected to quintuple.\n\nHyperscalers need 24/7 firm, decarbonized power. Fluence is already sitting on a rapidly expanding pipeline of over 30 GWh of data center projects. As the AI boom accelerates, Fluence's storage solutions transition from green energy mandates to mission-critical tech infrastructure.\n\nThe Valuation Disconnect\n\nThe market is currently treating $FLNC like a low-margin construction company, pricing it at a remarkably suppressed Price-to-Sales (P/S) multiple of roughly 0.8x.\n\nNormalization of gross margins and the rapid scaling of the software division. If Fluence hits its $180M ARR target and continues compounding its high-margin SaaS revenue, the market will be forced to re-rate this stock.\n\nSummary: You are looking into a premier, top-tier global energy transition player with a $5.5B backlog  for a fraction of its future software earning power.\n\nWhen Wall Street finally realizes this is a high-margin AI/Data trading play attached to a battery, and not just a hardware assembler, the multiple expansion will be violent.\n\n---\n\nFluence follows an asset-lite model. They don't manufacture the actual battery cells but instead, they buy them from top global suppliers and integrate them into their proprietary Smartstack or Gridstack systems.\n\nThese units are factory-assembled and plug-and-play, which reduces expensive on-site construction time and allows $FLNC to quickly adopt the newest, cheapest battery chemistry available.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013404812884881379, "ret_signed_m1d": 0.013404812884881379, "alpha_spy_m1d": 0.0045120898847383906, "alpha_c_m1d": 0.0045120898847383906, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05898124061266796, "ret_signed_p1d": 0.05898124061266796, "alpha_spy_p1d": 0.05192597484517347, "alpha_c_p1d": 0.05192597484517347, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": 0.13136723019102758, "ret_signed_p1w": 0.13136723019102758, "alpha_spy_p1w": 0.13599744564332772, "alpha_c_p1w": 0.13599744564332772, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.12734581828515812, "ret_signed_p1m": -0.12734581828515812, "alpha_spy_p1m": -0.09309685288640879, "alpha_c_p1m": -0.09309685288640879, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.26541548687822125, "ret_signed_p3m": 0.26541548687822125, "alpha_spy_p3m": 0.15044791723626516, "alpha_c_p3m": 0.15044791723626516, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5643, 0.6059, 0.5322, 0.6046, 0.5958, 0.7286, 0.4873, 0.4424, 0.4283, 0.2446, 0.2942, 0.3378, 0.3706, 0.3184, 0.3291, 0.3291, 0.3546, 0.3385, 0.3311, 0.3257, 0.3257, 0.5422, 0.4913, 0.4631, 0.378, 0.4196, 0.555, 0.5603, 0.5965, 0.5181, 0.7091, 0.815, 0.815, 0.7098, 0.7654, 0.8277, 0.8056, 0.8177, 0.9062, 1.0771, 1.116, 1.0623, 1.0704, 1.1602, 0.943, 0.2701, 0.3029, 0.3003, 0.2728, 0.1743, 0.1689, 0.2373, 0.2373, 0.1917, 0.1682, 0.1099, 0.1092, 0.0771, 0.1052, 0.0945, 0.0858, 0.0416, 0.0134, 0.0, 0.059, 0.0563, -0.0094, 0.0523, 0.1314, 0.1468, 0.1005, 0.0979, 0.1247, 0.1059, 0.0717, 0.0744, 0.0141, 0.0295, 0.0824, 0.0958, 0.0027, -0.0516, -0.1287, -0.0777, -0.1273, -0.1086, -0.1086, -0.1153, -0.1119, -0.1206, -0.0912, -0.0764, -0.0851, -0.008, 0.0194, 0.004, -0.0928, -0.1535, -0.1441, -0.0952, -0.0938, -0.1032, -0.1046, -0.1723, -0.2071, -0.1836, -0.183, -0.1736, -0.1495, -0.0912, 0.2714, 0.6193, 0.691, 0.4263, 0.4812, 0.4035, 0.3921, 0.3097, 0.2004, 0.2694, 0.3532, 0.4403, 0.4403, 0.4296, 0.4223, 0.4316, 0.2654, 0.8197, 0.8706, 0.6655, 0.8197, 0.5355, 0.6133, 0.5724, 0.4491, 0.6273, 0.5891, 0.6206, 0.6032, 0.5697, 0.6622, 0.6622, 0.6883, 0.4216, 0.3237, 0.2989, 0.2916, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2000331051294679226", "ticker_idx": 0, "ts": "2025-12-14T22:24:21+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once the buyers take over, I expect $HIMS to skyrocket again", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects HIMS to skyrocket once buyers regain control, despite recent selling pressure despite bullish news.", "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": "Lots of bullish news on $HIMS lately but sellers still in control. Once the buyers take over, I expect $HIMS to skyrocket again.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS\n\n🚨 FDA SIGNALS IT MAY EASE TESTOSTERONE RESTRICTIONS \n\nThis past week, the FDA signaled it may revise black-box warnings on testosterone products and ease restrictions that have discouraged prescribing since the 1980s.\n\nTestosterone is currently a controlled substance https://t.co/GILpVO7UH1", "parent_author": null, "ret_m1d": 0.026482733364763034, "ret_signed_m1d": 0.026482733364763034, "alpha_spy_m1d": 0.02496954841420007, "alpha_c_m1d": 0.02496954841420007, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01682760304418096, "ret_signed_p1d": 0.01682760304418096, "alpha_spy_p1d": 0.019559888189411234, "alpha_c_p1d": 0.019559888189411234, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.03310346932246766, "ret_signed_p1w": -0.03310346932246766, "alpha_spy_p1w": -0.04209922638368857, "alpha_c_p1w": -0.04209922638368857, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": -0.11172411688442885, "ret_signed_p1m": -0.11172411688442885, "alpha_spy_p1m": -0.13389158029808834, "alpha_c_p1m": -0.13389158029808834, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.34234482337688577, "ret_signed_p3m": -0.34234482337688577, "alpha_spy_p3m": -0.32368567447968555, "alpha_c_p3m": -0.32368567447968555, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.20055173676589444, "ret_signed_p6m": -0.20055173676589444, "alpha_spy_p6m": -0.28945157862188475, "alpha_c_p6m": -0.28945157862188475, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11172411688442885, "alpha_spy_stated": -0.13389158029808834, "alpha_c_stated": -0.13389158029808834, "price_path": [0.389, 0.5503, 0.595, 0.5917, 0.5448, 0.469, 0.5137, 0.611, 0.6309, 0.5647, 0.5534, 0.5964, 0.4494, 0.5106, 0.5992, 0.6047, 0.6069, 0.4883, 0.5098, 0.4902, 0.7313, 0.6317, 0.3732, 0.4168, 0.3617, 0.3092, 0.3377, 0.3457, 0.3305, 0.2999, 0.2863, 0.2154, 0.2541, 0.2246, 0.1804, 0.2063, 0.1454, 0.1319, 0.1324, 0.0966, 0.0764, -0.0055, 0.0201, -0.0185, 0.0003, -0.0116, -0.0726, -0.0425, 0.0422, 0.0232, 0.0593, 0.0593, 0.0968, 0.0348, 0.0017, 0.0226, 0.104, 0.0814, 0.0792, 0.0985, 0.045, 0.0419, 0.0265, 0.0, 0.0168, -0.0353, -0.0408, -0.019, -0.0331, -0.04, -0.0436, -0.0436, -0.0535, -0.0593, -0.0886, -0.1043, -0.1043, -0.0783, -0.0425, -0.0218, -0.0218, -0.0657, -0.1258, -0.1079, -0.1117, -0.136, -0.1385, -0.1343, -0.1343, -0.1594, -0.203, -0.1581, -0.1829, -0.1647, -0.1812, -0.2091, -0.176, -0.2527, -0.2706, -0.2954, -0.3269, -0.3523, -0.365, -0.4668, -0.5244, -0.5396, -0.5641, -0.5503, -0.5503, -0.5512, -0.563, -0.5636, -0.5688, -0.5721, -0.5735, -0.5636, -0.5697, -0.5994, -0.5454, -0.5636, -0.5462, -0.5619, -0.5658, -0.3887, -0.3526, -0.2861, -0.3423, -0.3167, -0.3137, -0.3109, -0.3614, -0.3335, -0.3926, -0.3804, -0.4113, -0.4251, -0.4246, -0.4654, -0.4819, -0.4273, -0.4527, -0.472, -0.472, -0.4392, -0.4621, -0.4651, -0.4552, -0.464, -0.4166, -0.4108, -0.3299, -0.2554, -0.205, -0.1446, -0.179, -0.1997, -0.2234, -0.157, -0.1892, -0.2301, -0.2737, -0.2505, -0.2439, -0.2477, -0.2737, -0.2585, -0.2924, -0.2201, -0.1961, -0.3095, -0.3341, -0.3313, -0.309, -0.3851, -0.381, -0.3644, -0.3377, -0.3448, -0.3448, -0.3421, -0.3048, -0.2999, -0.2786, -0.2342, -0.2411, -0.2411, -0.2273, -0.2775, -0.2505, -0.2006]}
{"unit_id": "reply:2016262689731772462", "ticker_idx": 0, "ts": "2026-01-27T21:31:00+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 them during this dip", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IREN during the dip; live long position disclosed.", "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": "@UNKNOWNBITCOINS Nice, was a bit late on $IREN but bought them during this dip.", "reply_text": null, "parent_text": "@Kaizen_Investor https://t.co/hwk5ovOvbX", "quoted_text": null, "parent_author": "UNKNOWNBITCOINS", "ret_m1d": -0.046869987489804865, "ret_signed_m1d": -0.046869987489804865, "alpha_spy_m1d": -0.04697066220450763, "alpha_c_m1d": -0.047058707439202596, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.00018871994939773096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.049253233901495386, "ret_signed_p1d": -0.049253233901495386, "alpha_spy_p1d": -0.04726885674666159, "alpha_c_p1d": -0.05982126061767612, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.010568026716180734, "ret_p1w": -0.28598666019610597, "ret_signed_p1w": -0.28598666019610597, "alpha_spy_p1w": -0.2727141858013211, "alpha_c_p1w": -0.30429198700002436, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.018305326803918387, "ret_p1m": -0.2971083151613977, "ret_signed_p1m": -0.2971083151613977, "alpha_spy_p1m": -0.28830788041603894, "alpha_c_p1m": -0.28786125547847774, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.009247059682919945, "ret_p3m": -0.23164916324243945, "ret_signed_p3m": -0.23164916324243945, "alpha_spy_p3m": -0.2628578836315222, "alpha_c_p3m": -0.21440673856213965, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": -0.017242424680299795, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2971083151613977, "alpha_spy_stated": -0.28830788041603894, "alpha_c_stated": -0.28786125547847774, "price_path": [-0.0348, 0.0764, 0.0586, 0.214, 0.0639, -0.0089, -0.044, -0.0883, -0.115, -0.227, -0.2633, -0.2467, -0.2239, -0.2718, -0.3093, -0.3286, -0.2296, -0.2458, -0.2302, -0.2302, -0.2404, -0.2296, -0.3467, -0.3016, -0.262, -0.2896, -0.2637, -0.2558, -0.3022, -0.3019, -0.3624, -0.4363, -0.4187, -0.4633, -0.4312, -0.3657, -0.3321, -0.3316, -0.333, -0.333, -0.3597, -0.3738, -0.3915, -0.3999, -0.3999, -0.3216, -0.2336, -0.2706, -0.3069, -0.2742, -0.2687, -0.2003, -0.1581, -0.1598, -0.1756, -0.0813, -0.0813, -0.1379, -0.1503, -0.1697, -0.0995, -0.1681, -0.0469, 0.0, -0.0493, -0.1462, -0.1567, -0.1358, -0.286, -0.3678, -0.3354, -0.2668, -0.3179, -0.3221, -0.364, -0.3292, -0.3292, -0.3491, -0.3314, -0.3122, -0.3648, -0.327, -0.2779, -0.3004, -0.2971, -0.3494, -0.3424, -0.3827, -0.3035, -0.3625, -0.4169, -0.3829, -0.3943, -0.333, -0.3427, -0.3394, -0.286, -0.3174, -0.3294, -0.3381, -0.344, -0.3302, -0.3467, -0.3418, -0.405, -0.4425, -0.4976, -0.4554, -0.4584, -0.4476, -0.4476, -0.4418, -0.4322, -0.4148, -0.4112, -0.3753, -0.3157, -0.2474, -0.2243, -0.2421, -0.2355, -0.2259, -0.2823, -0.2312, -0.1735, -0.1954, -0.2316, -0.2939, -0.319, -0.2769, -0.2745, -0.2139, -0.1303, -0.0311, -0.0968, -0.0276, -0.1238, -0.1014, -0.1235, -0.0721, -0.1589, -0.1983, -0.2415, -0.1625, -0.0775, -0.0971, -0.0971, -0.0502, 0.0779, 0.0176, 0.0095, 0.038, 0.0582, 0.0404, -0.0172, -0.1365, -0.0596, -0.1417, -0.1814, -0.099, -0.0504, -0.0332, -0.0597, -0.0767, -0.0473, -0.0473, -0.0964, -0.1306, -0.2008, -0.2415, -0.2499, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1980237867558531562", "ticker_idx": 0, "ts": "2025-10-20T11:41:13+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A total space economy play", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long GOOGL and PL as a dual-leg space economy play via SpaceX launch infra and satellite data.", "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": "@StockSavvyShay $GOOGL also has exposure to $PL.  they have the launch infrastructure via SpaceX and the valuable data via $PL. They're betting on both the rockets and the information they bring back. A total space economy play.", "reply_text": null, "parent_text": "SpaceX basically is the U.S. space program at this point.\n\n$GOOGL owns 7% of SpaceX which means it has direct exposure to the infrastructure behind every American rocket that leaves Earth. https://t.co/xkpKI1k4wO", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.012668151253352966, "ret_signed_m1d": -0.012668151253352966, "alpha_spy_m1d": -0.0023747079502103308, "alpha_c_m1d": -0.0014844057264803423, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011183745526872624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023738071519987414, "ret_signed_p1d": -0.023738071519987414, "alpha_spy_p1d": -0.023723128641204183, "alpha_c_p1d": -0.027265179439846743, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.003527107919859329, "ret_p1w": 0.04958085693642622, "ret_signed_p1w": 0.04958085693642622, "alpha_spy_p1w": 0.02881520582936048, "alpha_c_p1w": 0.04166618995327176, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.007914666983154461, "ret_p1m": 0.108088065453396, "ret_signed_p1m": 0.108088065453396, "alpha_spy_p1m": 0.12480190455764462, "alpha_c_p1m": 0.1461989910635798, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.03811092561018381, "ret_p3m": 0.29798346025500666, "ret_signed_p3m": 0.29798346025500666, "alpha_spy_p3m": 0.2637431827978336, "alpha_c_p3m": 0.2950050621352831, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0029783981197235576, "ret_p6m": 0.29940463973862874, "ret_signed_p6m": 0.29940463973862874, "alpha_spy_p6m": 0.25901394671357947, "alpha_c_p6m": 0.29019518982334924, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.0092094499152795, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.108088065453396, "alpha_spy_stated": 0.12480190455764462, "alpha_c_stated": 0.1461989910635798, "price_path": [-0.2592, -0.2516, -0.2477, -0.25, -0.2377, -0.2346, -0.2527, -0.2635, -0.2404, -0.2419, -0.2363, -0.2347, -0.2156, -0.2172, -0.2081, -0.2135, -0.2097, -0.2059, -0.2075, -0.215, -0.2238, -0.2221, -0.1974, -0.1881, -0.1933, -0.192, -0.1758, -0.1708, -0.1708, -0.1769, -0.1017, -0.0953, -0.0848, -0.0877, -0.066, -0.0677, -0.0631, -0.0614, -0.0193, -0.021, -0.0274, -0.0176, -0.0071, -0.0157, -0.0191, -0.0367, -0.0419, -0.039, -0.0487, -0.0524, -0.0454, -0.0423, -0.0437, -0.0239, -0.0421, -0.0465, -0.0585, -0.0779, -0.0483, -0.0433, -0.0215, -0.0198, -0.0127, 0.0, -0.0237, -0.0189, -0.0135, 0.0131, 0.0496, 0.0426, 0.0702, 0.0972, 0.096, 0.1059, 0.0818, 0.1082, 0.1099, 0.0868, 0.1308, 0.1355, 0.1176, 0.0858, 0.0774, 0.111, 0.1081, 0.1413, 0.1282, 0.168, 0.2418, 0.2607, 0.2471, 0.2471, 0.248, 0.2274, 0.231, 0.2459, 0.238, 0.2523, 0.2236, 0.2367, 0.249, 0.2186, 0.2064, 0.2022, 0.1958, 0.1573, 0.1797, 0.1981, 0.2083, 0.2261, 0.2251, 0.2251, 0.2228, 0.223, 0.2241, 0.2208, 0.2208, 0.2292, 0.2346, 0.2261, 0.2559, 0.2694, 0.2816, 0.2944, 0.3104, 0.3099, 0.298, 0.2871, 0.2871, 0.2559, 0.2808, 0.2892, 0.2791, 0.2999, 0.3049, 0.3106, 0.3193, 0.3183, 0.3405, 0.325, 0.299, 0.292, 0.2593, 0.265, 0.2426, 0.2129, 0.2052, 0.1924, 0.1924, 0.178, 0.1831, 0.1812, 0.2286, 0.2149, 0.2126, 0.2204, 0.1989, 0.216, 0.1956, 0.1841, 0.1823, 0.1736, 0.1644, 0.1958, 0.1984, 0.2049, 0.1848, 0.1799, 0.1927, 0.2136, 0.201, 0.1988, 0.1749, 0.179, 0.1336, 0.1355, 0.0965, 0.0708, 0.0675, 0.1224, 0.1608, 0.1544, 0.1544, 0.1709, 0.1923, 0.2386, 0.2431, 0.2382, 0.2541, 0.2994]}
{"unit_id": "reply:1980237867558531562", "ticker_idx": 1, "ts": "2025-10-20T11:41:13+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL also has exposure to $PL. they have the launch infrastructure via SpaceX and the valuable data via $PL", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long GOOGL and PL as a dual-leg space economy play via SpaceX launch infra and satellite data.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay $GOOGL also has exposure to $PL.  they have the launch infrastructure via SpaceX and the valuable data via $PL. They're betting on both the rockets and the information they bring back. A total space economy play.", "reply_text": null, "parent_text": "SpaceX basically is the U.S. space program at this point.\n\n$GOOGL owns 7% of SpaceX which means it has direct exposure to the infrastructure behind every American rocket that leaves Earth. https://t.co/xkpKI1k4wO", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.03318589594499244, "ret_signed_m1d": -0.03318589594499244, "alpha_spy_m1d": -0.022892452641849803, "alpha_c_m1d": -0.021526109924965176, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011659786020027263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04793514395945453, "ret_signed_p1d": -0.04793514395945453, "alpha_spy_p1d": -0.0479202010806713, "alpha_c_p1d": -0.056793978596446304, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.008858834636991775, "ret_p1w": -0.01843657760056816, "ret_signed_p1w": -0.01843657760056816, "alpha_spy_p1w": -0.0392022287076339, "alpha_c_p1w": -0.03322275754181803, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.014786179941249866, "ret_p1m": -0.15560475995997103, "ret_signed_p1m": -0.15560475995997103, "alpha_spy_p1m": -0.1388909208557224, "alpha_c_p1m": -0.13169917078014337, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.023905589179827658, "ret_p3m": 1.0855457088138425, "ret_signed_p3m": 1.0855457088138425, "alpha_spy_p3m": 1.0513054313566694, "alpha_c_p3m": 1.0019879862258343, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0835577225880082, "ret_p6m": 1.5022123344546978, "ret_signed_p6m": 1.5022123344546978, "alpha_spy_p6m": 1.4618216414296485, "alpha_c_p6m": 1.3659923746006317, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.1362199598540661, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15560475995997103, "alpha_spy_stated": -0.1388909208557224, "alpha_c_stated": -0.13169917078014337, "price_path": [-0.4941, -0.4956, -0.5096, -0.531, -0.5435, -0.5369, -0.5391, -0.5442, -0.5177, -0.5288, -0.5339, -0.5376, -0.528, -0.5265, -0.5096, -0.5029, -0.4971, -0.5, -0.4956, -0.5295, -0.5258, -0.5221, -0.4985, -0.4794, -0.4853, -0.4779, -0.4683, -0.4771, -0.4771, -0.5096, -0.5251, -0.5236, -0.5184, -0.2876, -0.3348, -0.3385, -0.2869, -0.2788, -0.2729, -0.281, -0.2456, -0.2176, -0.1807, -0.1807, -0.1114, -0.1202, -0.118, -0.1003, -0.0568, -0.0428, 0.0155, 0.0951, 0.1291, 0.1239, 0.1563, 0.1504, 0.1549, 0.0841, 0.1246, 0.09, 0.1128, -0.0243, -0.0332, 0.0, -0.0479, -0.0782, -0.045, 0.0037, -0.0184, -0.0531, -0.0487, -0.0516, -0.0081, -0.0273, -0.0634, -0.0229, -0.0811, -0.0553, -0.0125, -0.0804, -0.0826, -0.1586, -0.1593, -0.1733, -0.1556, -0.1305, -0.1718, -0.177, -0.149, -0.135, -0.1357, -0.1357, -0.1224, -0.1372, -0.132, -0.1143, -0.0457, -0.0583, -0.045, -0.0531, -0.0457, 0.2883, 0.3451, 0.3311, 0.3186, 0.2146, 0.2898, 0.4145, 0.5192, 0.5288, 0.4985, 0.4985, 0.4277, 0.4653, 0.4558, 0.4543, 0.4543, 0.5052, 0.5774, 0.6106, 0.6674, 0.6549, 0.6748, 0.8761, 0.8673, 0.9712, 1.0855, 1.1224, 1.1224, 1.0649, 0.9454, 0.9218, 0.9867, 0.9078, 1.0701, 1.056, 0.9432, 0.8414, 0.6851, 0.7662, 0.6055, 0.5066, 0.6416, 0.7714, 0.6807, 0.5966, 0.5708, 0.6534, 0.6534, 0.6379, 0.7507, 0.8518, 0.7625, 0.7537, 0.8223, 0.8164, 0.8879, 0.7802, 0.944, 0.8658, 0.9174, 0.8134, 0.8643, 0.9041, 0.8732, 0.8761, 0.8414, 0.8282, 0.8142, 0.9971, 0.8296, 0.9882, 1.4948, 1.4941, 1.3473, 1.6084, 1.3894, 1.2758, 1.0568, 1.0612, 1.2647, 1.646, 1.646, 1.5826, 1.5937, 1.6954, 1.5243, 1.5568, 1.531, 1.5022]}
{"unit_id": "reply:1996184708435325120", "ticker_idx": 0, "ts": "2025-12-03T11:48:16+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Going to buy some more $IREN today", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Adding to long IREN position today.", "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": "@AndreasSteno @RealVision Going to buy some more $IREN today", "reply_text": null, "parent_text": "Anyone trading $IREN today? \n\nI basically think the market reaction was approximately 30% wrong! \n\nNote out on @RealVision shortly with all my take-aways from the changes to the capital structure https://t.co/UaMtwj7Cup", "quoted_text": null, "parent_author": "AndreasSteno", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_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": 0.05664244154514342, "alpha_spy_stated": 0.0559113917435905, "alpha_c_stated": 0.05458826193605404, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:2010457669296169003", "ticker_idx": 0, "ts": "2026-01-11T21:03:55+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Next 3 years: $IREN", "tweet_type": "prediction", "timeline": "years", "summary": "Picks IREN as top small/midcap over 3 years and HIMS over 10 years for multi-bagger 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": "reply_other", "lang": "en", "tweet_text": "@YodaStockInvest Next 3 years: $IREN, next 10: $HIMS", "reply_text": null, "parent_text": "Small and midcaps often offer the biggest multi-bagger potential.\n\nChoose one stock with a 1-50B MC for the next 3 years:\n $HIMS\n $NBIS\n $OSCR\n $SOFI\n $FUBO\n $LMND\n $ASTS\n $RKLB\n $NBIS\n $IREN\n $DUOL\n \nMy favorite small-midcaps are:\n Next 2 years: $FUBO\n Next 10 years: $HIMS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.08543617912417045, "ret_signed_m1d": -0.08543617912417045, "alpha_spy_m1d": -0.08386820851629317, "alpha_c_m1d": -0.09339422465719349, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": 0.00795804553302304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052851177242970726, "ret_signed_p1d": 0.052851177242970726, "alpha_spy_p1d": 0.05485068400835258, "alpha_c_p1d": 0.07202284820705485, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": 0.14881775464486546, "ret_signed_p1w": 0.14881775464486546, "alpha_spy_p1w": 0.153852578527095, "alpha_c_p1w": 0.16419130705451024, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.1470296295779776, "ret_signed_p1m": -0.1470296295779776, "alpha_spy_p1m": -0.14265654154619023, "alpha_c_p1m": -0.1155591862781038, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.26365984452589064, "ret_signed_p3m": -0.26365984452589064, "alpha_spy_p3m": -0.2443935071883655, "alpha_c_p3m": -0.19680970106561446, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.06685014346027618, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.3507, 0.2285, 0.2064, 0.1766, 0.0967, 0.0298, 0.1099, 0.2498, 0.2913, 0.2402, 0.2005, 0.1568, 0.207, 0.3461, 0.3239, 0.5182, 0.3304, 0.2394, 0.1955, 0.1401, 0.1067, -0.0334, -0.0787, -0.058, -0.0294, -0.0894, -0.1363, -0.1603, -0.0366, -0.0568, -0.0374, -0.0374, -0.0501, -0.0366, -0.183, -0.1266, -0.0771, -0.1117, -0.0793, -0.0693, -0.1274, -0.127, -0.2027, -0.2951, -0.273, -0.3288, -0.2887, -0.2068, -0.1647, -0.1641, -0.1659, -0.1659, -0.1993, -0.217, -0.239, -0.2496, -0.2496, -0.1516, -0.0415, -0.0878, -0.1332, -0.0924, -0.0854, 0.0, 0.0529, 0.0507, 0.031, 0.1488, 0.1488, 0.0781, 0.0626, 0.0383, 0.1262, 0.0403, 0.1919, 0.2505, 0.189, 0.0678, 0.0546, 0.0807, -0.1071, -0.2094, -0.1689, -0.0831, -0.147, -0.1522, -0.2046, -0.1611, -0.1611, -0.186, -0.1639, -0.1399, -0.2056, -0.1584, -0.097, -0.1252, -0.121, -0.1864, -0.1776, -0.2281, -0.1289, -0.2028, -0.2708, -0.2283, -0.2426, -0.1659, -0.178, -0.1739, -0.1071, -0.1464, -0.1613, -0.1723, -0.1796, -0.1623, -0.183, -0.1768, -0.2559, -0.3028, -0.3717, -0.3189, -0.3227, -0.3092, -0.3092, -0.302, -0.2899, -0.2682, -0.2637, -0.2188, -0.1442, -0.0588, -0.03, -0.0523, -0.0439, -0.032, -0.1025, -0.0385, 0.0336, 0.0062, -0.0391, -0.117, -0.1484, -0.0958, -0.0928, -0.0169, 0.0876, 0.2116, 0.1295, 0.216, 0.0958, 0.1238, 0.0962, 0.1603, 0.0519, 0.0026, -0.0515, 0.0473, 0.1536, 0.1291, 0.1291, 0.1878, 0.3479, 0.2726, 0.2625, 0.298, 0.3233, 0.301, 0.2291, 0.0799, 0.176, 0.0733, 0.0236, 0.1268, 0.1876, 0.209, 0.1758, 0.1546, 0.1913, 0.1913, 0.1299, 0.0872, -0.0006, -0.0515, -0.062, null, null, null, null, null, null, null]}
{"unit_id": "reply:2010457669296169003", "ticker_idx": 1, "ts": "2026-01-11T21:03:55+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "next 10: $HIMS", "tweet_type": "prediction", "timeline": "years", "summary": "Picks IREN as top small/midcap over 3 years and HIMS over 10 years for multi-bagger potential.", "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": "@YodaStockInvest Next 3 years: $IREN, next 10: $HIMS", "reply_text": null, "parent_text": "Small and midcaps often offer the biggest multi-bagger potential.\n\nChoose one stock with a 1-50B MC for the next 3 years:\n $HIMS\n $NBIS\n $OSCR\n $SOFI\n $FUBO\n $LMND\n $ASTS\n $RKLB\n $NBIS\n $IREN\n $DUOL\n \nMy favorite small-midcaps are:\n Next 2 years: $FUBO\n Next 10 years: $HIMS", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.020098936779944898, "ret_signed_m1d": -0.020098936779944898, "alpha_spy_m1d": -0.01853096617206762, "alpha_c_m1d": -0.01853096617206762, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0043289854356179935, "ret_signed_p1d": -0.0043289854356179935, "alpha_spy_p1d": -0.0023294786702361403, "alpha_c_p1d": -0.0023294786702361403, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.02968463164167512, "ret_signed_p1w": -0.02968463164167512, "alpha_spy_p1w": -0.024649807759445586, "alpha_c_p1w": -0.024649807759445586, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.46691404793519775, "ret_signed_p1m": -0.46691404793519775, "alpha_spy_p1m": -0.4625409599034104, "alpha_c_p1m": -0.4625409599034104, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.38930117789688456, "ret_signed_p3m": -0.38930117789688456, "alpha_spy_p3m": -0.3700348405593594, "alpha_c_p3m": -0.3700348405593594, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.9406, 0.829, 0.5393, 0.5881, 0.5263, 0.4675, 0.4994, 0.5083, 0.4913, 0.457, 0.4419, 0.3624, 0.4057, 0.3726, 0.3231, 0.3522, 0.2839, 0.2687, 0.2693, 0.2291, 0.2066, 0.1147, 0.1435, 0.1002, 0.1212, 0.1079, 0.0396, 0.0733, 0.1682, 0.1469, 0.1874, 0.1874, 0.2294, 0.1599, 0.1228, 0.1463, 0.2375, 0.2121, 0.2096, 0.2313, 0.1713, 0.1679, 0.1506, 0.1209, 0.1398, 0.0813, 0.0751, 0.0996, 0.0838, 0.0761, 0.072, 0.072, 0.0609, 0.0544, 0.0216, 0.004, 0.004, 0.0331, 0.0733, 0.0965, 0.0965, 0.0473, -0.0201, 0.0, -0.0043, -0.0315, -0.0343, -0.0297, -0.0297, -0.0578, -0.1067, -0.0563, -0.0841, -0.0637, -0.0823, -0.1135, -0.0764, -0.1623, -0.1824, -0.2103, -0.2455, -0.274, -0.2882, -0.4023, -0.4669, -0.4839, -0.5114, -0.496, -0.496, -0.4969, -0.5102, -0.5108, -0.5167, -0.5204, -0.522, -0.5108, -0.5176, -0.551, -0.4904, -0.5108, -0.4913, -0.509, -0.5133, -0.3148, -0.2743, -0.1998, -0.2628, -0.2341, -0.2307, -0.2276, -0.2842, -0.2529, -0.3191, -0.3055, -0.3401, -0.3556, -0.355, -0.4007, -0.4193, -0.3581, -0.3865, -0.4082, -0.4082, -0.3714, -0.397, -0.4004, -0.3893, -0.3992, -0.346, -0.3395, -0.2489, -0.1654, -0.1088, -0.0411, -0.0798, -0.103, -0.1296, -0.055, -0.0912, -0.137, -0.1858, -0.1599, -0.1524, -0.1568, -0.1858, -0.1688, -0.2069, -0.1259, -0.0989, -0.226, -0.2536, -0.2505, -0.2254, -0.3108, -0.3061, -0.2876, -0.2576, -0.2656, -0.2656, -0.2625, -0.2208, -0.2152, -0.1914, -0.1416, -0.1494, -0.1494, -0.1339, -0.1902, -0.1599, -0.1039, -0.141, -0.1073, -0.1707, -0.0671, -0.0269, -0.0139, 0.0968, 0.0968, 0.0371, 0.0192, 0.0111, 0.0114, 0.0495, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018787302772781268", "ticker_idx": 0, "ts": "2026-02-03T20:42:54+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AMD's transition from a CPU underdog to a dominant AI powerhouse", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish AMD framing into earnings: EPYC share gains, MI350/MI400 AI ramp, OpenAI partnership; guidance is the key catalyst.", "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": "Everything you need to know before the $AMD earnings tonight:\n\nAnalysts expect an EPS of 1.32 and a revenue of $9,670 million, but the real story lies in the 2026 AI roadmap. Investors are hyper-focused on the MI350 ramp and updates on the massive 6GW OpenAI partnership.\n\nWhile EPYC CPUs continue to steal market share from Intel, any signs of supply constraints or margin compression in the MI400 cycle could rattle a stock trading at a steep premium. \n\nBeyond the headlines, watch for Client segment strength as the PC refresh cycle matures. This print is a critical litmus test for AMD’s transition from a CPU underdog to a dominant AI powerhouse. Guidance remains the key catalyst.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017182287603247026, "ret_signed_m1d": 0.017182287603247026, "alpha_spy_m1d": 0.008654709503413738, "alpha_c_m1d": -0.008692809797770762, "bench_spy_m1d": 0.008527578099833288, "bench_c_m1d": 0.025875097401017788, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.17314443047898198, "ret_signed_p1d": -0.17314443047898198, "alpha_spy_p1d": -0.1683005767529886, "alpha_c_p1d": -0.1337660258558543, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.039378404623127694, "ret_p1w": -0.11788027431409032, "ret_signed_p1w": -0.11788027431409032, "alpha_spy_p1w": -0.12163643447013861, "alpha_c_p1w": -0.13568357651746754, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.017803302203377225, "ret_p1m": -0.16537934486470307, "ret_signed_p1m": -0.16537934486470307, "alpha_spy_p1m": -0.1589981439968975, "alpha_c_p1m": -0.16895008881432905, "bench_spy_p1m": -0.006381200867805581, "bench_c_p1m": 0.0035707439496259763, "ret_p3m": 0.48915785236467735, "ret_signed_p3m": 0.48915785236467735, "alpha_spy_p3m": 0.441171371337691, "alpha_c_p3m": 0.2071722943437524, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.28198555802092495, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.48915785236467735, "alpha_spy_stated": 0.441171371337691, "alpha_c_stated": 0.2071722943437524, "price_path": [-0.0182, -0.0354, 0.0077, -0.019, 0.0693, 0.0242, 0.0194, -0.0066, -0.0488, -0.0767, -0.1491, -0.1583, -0.1118, -0.1486, -0.1151, -0.1151, -0.1015, -0.0923, -0.111, -0.1012, -0.1079, -0.0997, -0.0867, -0.0846, -0.0855, -0.0854, -0.1294, -0.1426, -0.1361, -0.1817, -0.1696, -0.1185, -0.1122, -0.1124, -0.1118, -0.1118, -0.112, -0.1095, -0.1106, -0.1154, -0.1154, -0.077, -0.0869, -0.1147, -0.1325, -0.1546, -0.1608, -0.1422, -0.0873, -0.0765, -0.0586, -0.0425, -0.0425, -0.0421, 0.0318, 0.048, 0.0726, 0.038, 0.041, 0.0439, 0.0416, -0.0222, 0.0172, 0.0, -0.1731, -0.2049, -0.1391, -0.1078, -0.1179, -0.1178, -0.1494, -0.1437, -0.1437, -0.1612, -0.1734, -0.16, -0.1733, -0.188, -0.1168, -0.1291, -0.1587, -0.1731, -0.1796, -0.2113, -0.1654, -0.1762, -0.2052, -0.1629, -0.1606, -0.154, -0.1833, -0.2012, -0.1881, -0.1892, -0.1762, -0.1522, -0.1684, -0.1629, -0.1517, -0.0902, -0.1584, -0.1657, -0.1903, -0.1598, -0.1318, -0.1016, -0.1016, -0.0906, -0.085, -0.0425, -0.0226, 0.0121, 0.0195, 0.0535, 0.0661, 0.1493, 0.1498, 0.1356, 0.175, 0.2534, 0.2611, 0.4366, 0.3821, 0.335, 0.3924, 0.4642, 0.4892, 0.4107, 0.4673, 0.7405, 0.6871, 0.8801, 0.895, 0.8516, 0.8401, 0.8574, 0.7517, 0.7388, 0.7102, 0.8487, 0.857, 0.931, 0.931, 1.0812, 1.0468, 1.1399, 1.1317, 1.107, 1.1541, 1.2408, 1.161, 0.9263, 1.0252, 0.964, 0.8686, 1.0175, 1.113, 1.2604, 1.0953, 1.1167, 1.2195, 1.2195, 1.2784, 1.1472, 1.1467, 1.1997, 1.1543, null, 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:1999258990149271846", "ticker_idx": 0, "ts": "2025-12-11T23:24:22+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVGO will be back above $400 before year-end", "tweet_type": "prediction", "timeline": "months", "summary": "AVGO back above $400 before year-end despite post-earnings weakness.", "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": "@StockSavvyShay $AVGO will be back above $400 before year-end", "reply_text": null, "parent_text": "3 REASONS $AVGO EARNINGS REACTION WENT NEGATIVE\n\n1. The backlog quality suddenly looked less secured\nMany investors treated the OpenAI relationship like a typical binding hyperscaler contract but Broadcom’s “multiyear journey” language in the Q&A made it sound more like a general https://t.co/kqm8xad149", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.12902514550506128, "ret_signed_m1d": 0.12902514550506128, "alpha_spy_m1d": 0.11815629752242884, "alpha_c_m1d": 0.08166829922214336, "bench_spy_m1d": 0.010868847982632435, "bench_c_m1d": 0.04735684628291792, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05589976107686112, "ret_signed_p1d": -0.05589976107686112, "alpha_spy_p1d": -0.054388862395444715, "alpha_c_p1d": -0.05245459729910196, "bench_spy_p1d": -0.001510898681416406, "bench_c_p1d": -0.0034451637777591637, "ret_p1w": -0.0543716829612213, "ret_signed_p1w": -0.0543716829612213, "alpha_spy_p1w": -0.05560536991778231, "alpha_c_p1w": -0.06033011415952072, "bench_spy_p1w": 0.0012336869565610087, "bench_c_p1w": 0.005958431198299419, "ret_p1m": -0.019576230737237577, "ret_signed_p1m": -0.019576230737237577, "alpha_spy_p1m": -0.04224413406969085, "alpha_c_p1m": -0.1261942509156464, "bench_spy_p1m": 0.022667903332453276, "bench_c_p1m": 0.10661802017840882, "ret_p3m": -0.04919410548257919, "ret_signed_p3m": -0.04919410548257919, "alpha_spy_p3m": -0.04416078546371327, "alpha_c_p3m": -0.18518708946139617, "bench_spy_p3m": -0.005033320018865917, "bench_c_p3m": 0.13599298397881698, "ret_p6m": 0.10630510848058639, "ret_signed_p6m": 0.10630510848058639, "alpha_spy_p6m": 0.015849505459330615, "alpha_c_p6m": -0.5880956467185394, "bench_spy_p6m": 0.09045560302125577, "bench_c_p6m": 0.6944007551991258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019576230737237577, "alpha_spy_stated": -0.04224413406969085, "alpha_c_stated": -0.1261942509156464, "price_path": [-0.0015, -0.0399, -0.0421, -0.0433, -0.0587, -0.0583, -0.0573, -0.0662, -0.0706, -0.089, -0.0834, -0.0737, -0.0604, -0.0599, -0.0679, -0.0653, -0.0401, -0.0414, -0.0981, -0.009, -0.0439, -0.0239, -0.0161, -0.0295, -0.0297, -0.048, -0.0545, -0.0435, -0.0161, 0.0059, 0.0362, 0.0724, 0.046, 0.0269, 0.0073, -0.0222, -0.0026, -0.0121, -0.0292, -0.0043, -0.0221, -0.0131, -0.0554, -0.0485, -0.048, -0.054, -0.0153, -0.0364, -0.0548, 0.0501, 0.0697, 0.1046, 0.1046, 0.1196, 0.0727, 0.0601, 0.0575, 0.0586, 0.0842, 0.1144, 0.1288, 0.1474, 0.129, 0.0, -0.0559, -0.0518, -0.0942, -0.0835, -0.0544, -0.0495, -0.0276, -0.0251, -0.0251, -0.0198, -0.0274, -0.0261, -0.0366, -0.0366, -0.0324, -0.044, -0.0431, -0.0438, -0.0745, -0.0397, -0.0196, -0.0129, -0.0539, -0.0452, -0.021, -0.021, -0.0742, -0.0847, -0.094, -0.1091, -0.0957, -0.0736, -0.0724, -0.0794, -0.0778, -0.0783, -0.1083, -0.1425, -0.1357, -0.0733, -0.0426, -0.0523, -0.0459, -0.0781, -0.0948, -0.0948, -0.0743, -0.0716, -0.0703, -0.074, -0.0805, -0.094, -0.075, -0.1045, -0.1105, -0.1125, -0.1264, -0.1161, -0.0737, -0.0801, -0.0376, -0.0464, -0.0492, -0.0648, -0.1032, -0.0955, -0.1056, -0.1206, -0.1097, -0.1357, -0.1004, -0.1121, -0.1107, -0.1369, -0.1613, -0.1815, -0.1366, -0.1255, -0.1226, -0.1226, -0.1229, -0.0684, -0.0219, -0.01, 0.0364, 0.0593, 0.0622, 0.1066, 0.1115, 0.134, 0.1148, 0.1218, 0.179, 0.1714, 0.1793, 0.1666, 0.1153, 0.131, 0.1644, 0.1751, 0.1618, 0.1921, 0.1868, 0.1508, 0.1995, 0.1951, 0.1696, 0.1626, 0.2268, 0.1861, 0.1736, 0.1467, 0.1653, 0.1564, 0.1552, 0.1552, 0.1772, 0.1768, 0.1899, 0.2463, 0.2831, 0.3433, 0.3368, 0.1685, 0.076, 0.1063]}
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{"unit_id": "reply:2000856680356307241", "ticker_idx": 2, "ts": "2025-12-16T09:13:01+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is bullish news for $IREN, $NBIS and $CIFR", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Data center demand surge is bullish for IREN, NBIS, and CIFR.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@jimcramer This is bullish news for $IREN, $NBIS and $CIFR", "reply_text": null, "parent_text": "We just can't build all the data centers and utility stations we need. It all has to slow down... They have become like hot ipos. Open Ai, Meta, Google, Microsoft, Amazon, they are all putting in for 10% of the deal!", "quoted_text": null, "parent_author": "jimcramer", "ret_m1d": -0.01667778544477938, "ret_signed_m1d": -0.01667778544477938, "alpha_spy_m1d": -0.019417556425561755, "alpha_c_m1d": -0.01485411956796312, "bench_spy_m1d": 0.0027397709807823745, "bench_c_m1d": -0.0018236658768162606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04002664689504887, "ret_signed_p1d": -0.04002664689504887, "alpha_spy_p1d": -0.02902305291164864, "alpha_c_p1d": -0.0177905172489643, "bench_spy_p1d": -0.011003593983400228, "bench_c_p1d": -0.022236129646084568, "ret_p1w": 0.061374255526444044, "ret_signed_p1w": 0.061374255526444044, "alpha_spy_p1w": 0.04498993010224317, "alpha_c_p1w": 0.036041945047838864, "bench_spy_p1w": 0.016384325424200874, "bench_c_p1w": 0.02533231047860518, "ret_p1m": 0.20947294446917875, "ret_signed_p1m": 0.20947294446917875, "alpha_spy_p1m": 0.189542862431064, "alpha_c_p1m": 0.19292208325422466, "bench_spy_p1m": 0.01993008203811475, "bench_c_p1m": 0.016550861214954082, "ret_p3m": -0.06070712883968432, "ret_signed_p3m": -0.06070712883968432, "alpha_spy_p3m": -0.039166888572384595, "alpha_c_p3m": -0.021758736402605394, "bench_spy_p3m": -0.021540240267299726, "bench_c_p3m": -0.03894839243707893, "ret_p6m": 0.4022682307349832, "ret_signed_p6m": 0.4022682307349832, "alpha_spy_p6m": 0.32759920518620866, "alpha_c_p6m": 0.1598588598153563, "bench_spy_p6m": 0.07466902554877453, "bench_c_p6m": 0.2424093709196269, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20947294446917875, "alpha_spy_stated": 0.189542862431064, "alpha_c_stated": 0.19292208325422466, "price_path": [-0.2095, -0.1808, -0.0687, -0.056, -0.0567, -0.2221, -0.2348, -0.1561, -0.1601, -0.1594, -0.0787, -0.0193, 0.0233, 0.0507, 0.1741, 0.2001, 0.1321, 0.3569, 0.3936, 0.4029, 0.2488, 0.2515, 0.3282, 0.2058, 0.0747, 0.1511, 0.3783, 0.3702, 0.3316, 0.3069, 0.2722, 0.2442, 0.5183, 0.5017, 0.6484, 0.4483, 0.3803, 0.3109, 0.2455, 0.1594, -0.004, -0.042, -0.0427, -0.0274, -0.0247, -0.0287, -0.056, 0.1147, 0.1688, 0.2775, 0.2775, 0.3576, 0.3135, 0.1768, 0.2428, 0.3229, 0.2862, 0.2995, 0.3049, 0.2328, 0.2595, 0.1374, -0.0167, 0.0, -0.04, 0.0107, 0.0814, 0.0901, 0.0614, 0.0821, 0.0821, 0.0133, 0.006, -0.0267, -0.0153, -0.0153, 0.0807, 0.2115, 0.1701, 0.0727, 0.1041, 0.1094, 0.1795, 0.2175, 0.2095, 0.1688, 0.2542, 0.2542, 0.1955, 0.1821, 0.1601, 0.1721, 0.1001, 0.2508, 0.2655, 0.1808, 0.0647, 0.0547, 0.0847, -0.0494, -0.1528, -0.0173, 0.1181, 0.1408, 0.0861, 0.074, 0.0954, 0.0954, 0.0434, 0.0287, 0.054, -0.0227, 0.0153, 0.1421, 0.1081, 0.0994, 0.0407, 0.0514, -0.0187, 0.07, 0.0107, -0.0914, -0.0454, -0.0687, -0.0587, -0.0854, -0.0607, 0.01, 0.0067, -0.0213, -0.0233, -0.0654, -0.0067, -0.0073, 0.0594, -0.0427, -0.0831, -0.1985, -0.1414, -0.1568, -0.1448, -0.1448, -0.1094, -0.0654, 0.0287, 0.0914, 0.1027, 0.1848, 0.2308, 0.2008, 0.1568, 0.2922, 0.2869, 0.2035, 0.2969, 0.2468, 0.2141, 0.2115, 0.1514, 0.1288, 0.1835, 0.1368, 0.1935, 0.4743, 0.4616, 0.3799, 0.3709, 0.3529, 0.3382, 0.4169, 0.487, 0.3562, 0.2755, 0.2542, 0.2995, 0.4356, 0.4656, 0.4656, 0.5357, 0.6785, 0.6404, 0.5777, 0.6017, 0.7538, 0.7505, 0.7045, 0.4977, 0.6204, 0.5367, 0.4023]}
{"unit_id": "reply:2010396214412681723", "ticker_idx": 0, "ts": "2026-01-11T16:59:43+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm invested in $IREN mainly because of the massive secured pipeline. I also like their value proposition more than $CIFR's model.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long IREN based on massive secured pipeline and preferred value proposition over CIFR.", "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": "@PSInvestor Great write Patient, I’m invested in $IREN mainly because of the massive secured pipeline. I also like their value proposition more than $CIFR’s model.", "reply_text": null, "parent_text": "ERCOT’s Wall: 233 GW of Noise vs. The Only Two Signals That Matter $CIFR & $IREN\n\nThe Texas power market has officially hit a wall. As of December 2025, the ERCOT large load queue has exploded to 233 GW. That represents a 300% increase year over year. To put that number in https://t.co/I0FF1siGaJ", "quoted_text": null, "parent_author": "PSInvestor", "ret_m1d": -0.08543617912417045, "ret_signed_m1d": -0.08543617912417045, "alpha_spy_m1d": -0.08386820851629317, "alpha_c_m1d": -0.09339422465719349, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": 0.00795804553302304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.052851177242970726, "ret_signed_p1d": 0.052851177242970726, "alpha_spy_p1d": 0.05485068400835258, "alpha_c_p1d": 0.07202284820705485, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.01917167096408412, "ret_p1w": 0.14881775464486546, "ret_signed_p1w": 0.14881775464486546, "alpha_spy_p1w": 0.153852578527095, "alpha_c_p1w": 0.16419130705451024, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.015373552409644775, "ret_p1m": -0.1470296295779776, "ret_signed_p1m": -0.1470296295779776, "alpha_spy_p1m": -0.14265654154619023, "alpha_c_p1m": -0.1155591862781038, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.03147044329987381, "ret_p3m": -0.26365984452589064, "ret_signed_p3m": -0.26365984452589064, "alpha_spy_p3m": -0.2443935071883655, "alpha_c_p3m": -0.19680970106561446, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.06685014346027618, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1470296295779776, "alpha_spy_stated": -0.14265654154619023, "alpha_c_stated": -0.1155591862781038, "price_path": [0.3507, 0.2285, 0.2064, 0.1766, 0.0967, 0.0298, 0.1099, 0.2498, 0.2913, 0.2402, 0.2005, 0.1568, 0.207, 0.3461, 0.3239, 0.5182, 0.3304, 0.2394, 0.1955, 0.1401, 0.1067, -0.0334, -0.0787, -0.058, -0.0294, -0.0894, -0.1363, -0.1603, -0.0366, -0.0568, -0.0374, -0.0374, -0.0501, -0.0366, -0.183, -0.1266, -0.0771, -0.1117, -0.0793, -0.0693, -0.1274, -0.127, -0.2027, -0.2951, -0.273, -0.3288, -0.2887, -0.2068, -0.1647, -0.1641, -0.1659, -0.1659, -0.1993, -0.217, -0.239, -0.2496, -0.2496, -0.1516, -0.0415, -0.0878, -0.1332, -0.0924, -0.0854, 0.0, 0.0529, 0.0507, 0.031, 0.1488, 0.1488, 0.0781, 0.0626, 0.0383, 0.1262, 0.0403, 0.1919, 0.2505, 0.189, 0.0678, 0.0546, 0.0807, -0.1071, -0.2094, -0.1689, -0.0831, -0.147, -0.1522, -0.2046, -0.1611, -0.1611, -0.186, -0.1639, -0.1399, -0.2056, -0.1584, -0.097, -0.1252, -0.121, -0.1864, -0.1776, -0.2281, -0.1289, -0.2028, -0.2708, -0.2283, -0.2426, -0.1659, -0.178, -0.1739, -0.1071, -0.1464, -0.1613, -0.1723, -0.1796, -0.1623, -0.183, -0.1768, -0.2559, -0.3028, -0.3717, -0.3189, -0.3227, -0.3092, -0.3092, -0.302, -0.2899, -0.2682, -0.2637, -0.2188, -0.1442, -0.0588, -0.03, -0.0523, -0.0439, -0.032, -0.1025, -0.0385, 0.0336, 0.0062, -0.0391, -0.117, -0.1484, -0.0958, -0.0928, -0.0169, 0.0876, 0.2116, 0.1295, 0.216, 0.0958, 0.1238, 0.0962, 0.1603, 0.0519, 0.0026, -0.0515, 0.0473, 0.1536, 0.1291, 0.1291, 0.1878, 0.3479, 0.2726, 0.2625, 0.298, 0.3233, 0.301, 0.2291, 0.0799, 0.176, 0.0733, 0.0236, 0.1268, 0.1876, 0.209, 0.1758, 0.1546, 0.1913, 0.1913, 0.1299, 0.0872, -0.0006, -0.0515, -0.062, null, null, null, null, null, null, null]}
{"unit_id": "reply:1992516555163500975", "ticker_idx": 0, "ts": "2025-11-23T08:52:20+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO. Think pharma is undervalued at the moment.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long NVO; pharma sector seen as undervalued.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@YodaStockInvest Don’t know if $HIMS counts as one 😅 otherwise $NVO. Think pharma is undervalued at the moment.", "reply_text": null, "parent_text": "What’s a turnaround stock you truly believe in? \nLike you just KNOW they will climb from the trenches?\n\nFor me: $NKE (although I don’t own it, I’m sure they will see ATHs again) https://t.co/KDkN6pOHBz", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.059150516296524236, "ret_signed_m1d": 0.059150516296524236, "alpha_spy_m1d": 0.07365544541593072, "alpha_c_m1d": 0.07365544541593072, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.014504929119406484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04647539309889237, "ret_signed_p1d": 0.04647539309889237, "alpha_spy_p1d": 0.03706937214116235, "alpha_c_p1d": 0.03706937214116235, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.009406020957730021, "ret_p1w": 0.07694015054742676, "ret_signed_p1w": 0.07694015054742676, "alpha_spy_p1w": 0.05968353927698722, "alpha_c_p1w": 0.05968353927698722, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.017256611270439537, "ret_p1m": 0.14765389393158346, "ret_signed_p1m": 0.14765389393158346, "alpha_spy_p1m": 0.11585793565857339, "alpha_c_p1m": 0.11585793565857339, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.03179595827301007, "ret_p3m": 0.07738485622824509, "ret_signed_p3m": 0.07738485622824509, "alpha_spy_p3m": 0.05080826870798538, "alpha_c_p3m": 0.05080826870798538, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.02657658752025971, "ret_p6m": 0.020768467597162887, "ret_signed_p6m": 0.020768467597162887, "alpha_spy_p6m": -0.08267825333564649, "alpha_c_p6m": -0.08267825333564649, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.10344672093280938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14765389393158346, "alpha_spy_stated": 0.11585793565857339, "alpha_c_stated": 0.11585793565857339, "price_path": [0.2551, 0.2477, 0.2555, 0.2555, 0.2537, 0.2617, 0.2484, 0.2282, 0.207, 0.2075, 0.209, 0.2075, 0.2201, 0.2368, 0.272, 0.2942, 0.3754, 0.3654, 0.35, 0.324, 0.3062, 0.2462, 0.2366, 0.2342, 0.2339, 0.3158, 0.3062, 0.326, 0.3264, 0.3124, 0.3256, 0.3049, 0.266, 0.2786, 0.26, 0.2613, 0.2473, 0.209, 0.2395, 0.2181, 0.187, 0.1837, 0.1777, 0.1761, 0.1574, 0.1423, 0.1127, 0.0998, 0.0921, 0.0729, 0.0776, 0.0342, 0.0158, 0.0216, 0.093, 0.1176, 0.0932, 0.0732, 0.0776, 0.0574, 0.0896, 0.0585, 0.0592, 0.0, 0.0465, 0.0832, 0.0832, 0.0974, 0.0769, 0.0547, 0.0578, 0.0672, 0.0643, 0.04, 0.0309, 0.0907, 0.1183, 0.1159, 0.1201, 0.0887, 0.0623, 0.0587, 0.0694, 0.0696, 0.1477, 0.1688, 0.1688, 0.1652, 0.1445, 0.139, 0.1314, 0.1314, 0.165, 0.2255, 0.2511, 0.2579, 0.2751, 0.3078, 0.3311, 0.3262, 0.31, 0.2702, 0.386, 0.386, 0.3493, 0.3191, 0.3838, 0.3845, 0.4227, 0.3985, 0.3416, 0.3193, 0.3215, 0.3104, 0.1185, 0.0494, -0.0362, 0.0594, 0.0978, 0.0923, 0.0838, 0.0881, 0.1023, 0.1023, 0.0978, 0.0947, 0.0774, 0.0545, -0.1187, -0.1419, -0.1514, -0.1634, -0.1672, -0.1603, -0.1848, -0.1439, -0.1312, -0.1421, -0.1154, -0.139, -0.1365, -0.1545, -0.1559, -0.1421, -0.1454, -0.1672, -0.1755, -0.1877, -0.1812, -0.1797, -0.1921, -0.1906, -0.1986, -0.1865, -0.1528, -0.159, -0.1475, -0.1475, -0.1547, -0.1491, -0.133, -0.1369, -0.1351, -0.1245, -0.0936, -0.0592, -0.0565, -0.0659, -0.0673, -0.0913, -0.0975, -0.112, -0.0509, -0.0502, -0.0509, -0.0712, -0.0267, 0.0115, 0.0233, 0.0344, 0.0549, 0.0558, 0.062, 0.0696, 0.0835, 0.0853, 0.0558, 0.0314, 0.0208, 0.0208]}
{"unit_id": "reply:2029240603767144690", "ticker_idx": 0, "ts": "2026-03-04T17:00:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I mainly just buy and hold. The dips for $IREN do not matter if you are just holding.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding IREN long-term; dips irrelevant if you stay invested.", "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 I mainly just buy and hold. The dips for $IREN do not matter if you are just holding.", "reply_text": null, "parent_text": "If you’re bullish on a stock but believe there are better opportunities elsewhere, then it makes sense for you to sell and move on. We all have to base our decisions on our own research and our own risk tolerance. What works for one investor may not work for another.\n\nThat said,", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.11382303059075682, "ret_signed_m1d": -0.11382303059075682, "alpha_spy_m1d": -0.10681719287030411, "alpha_c_m1d": -0.10819203447047188, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.005630996120284948, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08473996668926997, "ret_signed_p1d": -0.08473996668926997, "alpha_spy_p1d": -0.07916447481589306, "alpha_c_p1d": -0.07949725587358547, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005242710815684504, "ret_p1w": -0.04242702107385299, "ret_signed_p1w": -0.04242702107385299, "alpha_spy_p1w": -0.029582835988121392, "alpha_c_p1w": -0.006310510677639103, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.036116510396213886, "ret_p1m": -0.20688867845017134, "ret_signed_p1m": -0.20688867845017134, "alpha_spy_p1m": -0.16673734533398854, "alpha_c_p1m": -0.17357997063856134, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.033308707811609994, "ret_p3m": 0.49019164241946833, "ret_signed_p3m": 0.49019164241946833, "alpha_spy_p3m": 0.3800204424433984, "alpha_c_p3m": 0.4864174225912612, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.003774219828207137, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20688867845017134, "alpha_spy_stated": -0.16673734533398854, "alpha_c_stated": -0.17357997063856134, "price_path": [0.0198, 0.057, 0.0684, 0.0018, 0.0023, -0.0846, -0.1907, -0.1654, -0.2295, -0.1834, -0.0894, -0.0411, -0.0404, -0.0424, -0.0424, -0.0807, -0.101, -0.1264, -0.1385, -0.1385, -0.026, 0.1004, 0.0472, -0.0049, 0.042, 0.05, 0.148, 0.2087, 0.2062, 0.1836, 0.3189, 0.3189, 0.2377, 0.2199, 0.1921, 0.2929, 0.1943, 0.3684, 0.4357, 0.365, 0.2258, 0.2108, 0.2406, 0.0251, -0.0924, -0.0458, 0.0527, -0.0208, -0.0267, -0.0869, -0.037, -0.037, -0.0655, -0.0401, -0.0125, -0.088, -0.0338, 0.0367, 0.0043, 0.0091, -0.0659, -0.0559, -0.1138, 0.0, -0.0847, -0.1629, -0.1141, -0.1305, -0.0424, -0.0563, -0.0516, 0.0251, -0.0201, -0.0372, -0.0497, -0.0582, -0.0383, -0.062, -0.055, -0.1458, -0.1996, -0.2787, -0.2181, -0.2224, -0.2069, -0.2069, -0.1987, -0.1848, -0.1599, -0.1547, -0.1031, -0.0176, 0.0805, 0.1136, 0.088, 0.0976, 0.1113, 0.0303, 0.1038, 0.1866, 0.1551, 0.1031, 0.0137, -0.0224, 0.0381, 0.0415, 0.1286, 0.2486, 0.391, 0.2968, 0.396, 0.258, 0.2901, 0.2584, 0.3321, 0.2076, 0.151, 0.089, 0.2023, 0.3244, 0.2963, 0.2963, 0.3636, 0.5474, 0.461, 0.4494, 0.4902, 0.5192, 0.4936, 0.411, 0.2397, 0.3501, 0.2322, 0.1752, 0.2936, 0.3634, 0.388, 0.3499, 0.3255, 0.3677, 0.3677, 0.2972, 0.2482, 0.1474, 0.089, 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, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2023744370013286662", "ticker_idx": 0, "ts": "2026-02-17T13:00:31+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Major de-risking event. 45X eligibility validates $TE's restructuring and directly improves unit economics. This regulatory clarity is a strong margin tailwind heading into earnings.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish TE: FEOC/45X eligibility is a major de-risking event, validates restructuring, and is a margin tailwind into earnings.", "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": "Major de-risking event. 45X eligibility validates $TE's restructuring and directly improves unit economics. This regulatory clarity is a strong margin tailwind heading into earnings.\n\nLooking forward to those earnings as $TE is high on my watchlist.", "reply_text": null, "parent_text": null, "quoted_text": "$TE welcomes Treasury FEOC guidance that validates its tax credit position.\n\nTE says the initial guidance issued by the U.S. Department of Treasury on implementing the \"One Big Beautiful Bill Act\" foreign entity of concern (FEOC) provisions is consistent with the company's https://t.co/8r2La96AGh", "parent_author": null, "ret_m1d": -0.049689467207783, "ret_signed_m1d": -0.049689467207783, "alpha_spy_m1d": -0.04807858332252557, "alpha_c_m1d": -0.044491903905082175, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003105587072796734, "ret_signed_p1d": 0.003105587072796734, "alpha_spy_p1d": -0.0019321204777800194, "alpha_c_p1d": 0.0033339945896556644, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1009316909304463, "ret_signed_p1w": 0.1009316909304463, "alpha_spy_p1w": 0.0943416868931275, "alpha_c_p1w": 0.09007948645183661, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.1381987358040062, "ret_signed_p1m": 0.1381987358040062, "alpha_spy_p1m": 0.16956725566257336, "alpha_c_p1m": 0.194744271431461, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": -0.11956521336722625, "ret_signed_p3m": -0.11956521336722625, "alpha_spy_p3m": -0.20499938867276368, "alpha_c_p3m": -0.10129708028984019, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1381987358040062, "alpha_spy_stated": 0.16956725566257336, "alpha_c_stated": 0.194744271431461, "price_path": [-0.5776, -0.5776, -0.5124, -0.4891, -0.4037, -0.4037, -0.3602, -0.3059, -0.264, -0.2981, -0.2065, -0.0947, -0.0652, 0.045, -0.045, -0.0885, -0.1693, -0.2143, -0.1553, -0.1584, -0.0652, -0.0016, 0.1335, 0.104, 0.0947, 0.0947, 0.0559, -0.0031, 0.0093, 0.0373, 0.0373, 0.2174, 0.2733, 0.1879, 0.1304, 0.0575, 0.0776, 0.1196, 0.2205, 0.2205, 0.1506, 0.2686, 0.2686, 0.2857, 0.2143, 0.2997, 0.3199, 0.264, 0.4161, 0.4736, 0.3789, 0.2935, 0.3447, 0.4115, 0.2003, 0.1289, 0.2842, 0.1863, 0.1661, 0.0637, -0.0357, -0.0497, -0.0497, 0.0, 0.0031, -0.0202, -0.0357, -0.0233, 0.1009, 0.1211, 0.132, -0.0435, 0.0621, 0.0109, 0.1025, 0.0575, 0.0435, 0.1118, 0.2391, 0.264, 0.2019, 0.1832, 0.1988, 0.2096, 0.1382, 0.1972, 0.0248, 0.0621, 0.0264, 0.0373, -0.0248, -0.1056, -0.1273, -0.3183, -0.3043, -0.3494, -0.3494, -0.3711, -0.3898, -0.3525, -0.3509, -0.2717, -0.2065, -0.2453, -0.1708, -0.2252, -0.2189, -0.2267, -0.2096, -0.163, -0.163, -0.1786, -0.1755, -0.2391, -0.2407, -0.2547, -0.2003, -0.2081, -0.1708, -0.1817, -0.2003, -0.0435, -0.0621, -0.0916, -0.1289, -0.1102, -0.1196, 0.087, 0.0683, 0.3509, 0.354, 0.2547, 0.2547, 0.6227, 0.7019, 0.6801, 0.6398, 0.6165, 0.8696, 0.7857, 0.8106, 0.4643, 0.4177, 0.3137, 0.2003, 0.3152, 0.3199, 0.3851, 0.3401, 0.4037, 0.4519, 0.4519, 0.6149, 0.4348, 0.3245, 0.3199, 0.2748, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1991174850833178914", "ticker_idx": 0, "ts": "2025-11-19T16:00:53+00:00", "symbol": "CEG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CEG: Owns the assets (Nuke+Geo)", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CEG, ORA, SLB as the three beneficiaries of AI data centers' need for 24/7 firm clean power via nuclear and geothermal.", "resolved_tickers": ["CEG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "quote", "lang": "en", "tweet_text": "Very bullish article for $CEG, $ORA, and $SLB. \n\nData centers crave 24/7 clean power. $CEG: Owns the assets (Nuke+Geo). $ORA: Builds the plants. $SLB: Tech to drill it anywhere. \"Firm\" energy is the AI bottleneck; these three are the solution.", "reply_text": null, "parent_text": null, "quoted_text": "Because geothermal power can offer clean energy around the clock, it is a perfect match for the incessant power-guzzling of data centres https://t.co/Ctvpy1x7n0", "parent_author": null, "ret_m1d": -0.05071617225942182, "ret_signed_m1d": -0.05071617225942182, "alpha_spy_m1d": -0.04686786231723006, "alpha_c_m1d": -0.04686786231723006, "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": -0.03272913946401568, "ret_signed_p1d": -0.03272913946401568, "alpha_spy_p1d": -0.01748691214736764, "alpha_c_p1d": -0.01748691214736764, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.015242227316648038, "ret_p1w": 0.004503735890187821, "ret_signed_p1w": 0.004503735890187821, "alpha_spy_p1w": -0.02122707707689675, "alpha_c_p1w": -0.02122707707689675, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.02573081296708457, "ret_p1m": 0.00998657457940566, "ret_signed_p1m": 0.00998657457940566, "alpha_spy_p1m": -0.01089976635358747, "alpha_c_p1m": -0.01089976635358747, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02088634093299313, "ret_p3m": -0.19315773580679796, "ret_signed_p3m": -0.19315773580679796, "alpha_spy_p3m": -0.22505256872907276, "alpha_c_p3m": -0.22505256872907276, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.031894832922274796, "ret_p6m": -0.22896699089672412, "ret_signed_p6m": -0.22896699089672412, "alpha_spy_p6m": -0.36448766437139624, "alpha_c_p6m": -0.36448766437139624, "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": 0.00998657457940566, "alpha_spy_stated": -0.01089976635358747, "alpha_c_stated": -0.01089976635358747, "price_path": [-0.1334, -0.1319, -0.1154, -0.1172, -0.1071, -0.1395, -0.1395, -0.1417, -0.1381, -0.1364, -0.1573, -0.1651, -0.1595, -0.1059, -0.1115, -0.0961, -0.0768, -0.0977, -0.1023, -0.0983, -0.0754, -0.0301, -0.0593, -0.0524, -0.0882, -0.0744, -0.066, -0.0805, -0.0195, -0.0012, 0.0059, 0.0174, 0.0008, 0.0366, 0.0708, 0.0296, 0.0643, 0.0885, 0.1287, 0.108, 0.0799, 0.0338, 0.0025, -0.0219, 0.0221, 0.0875, 0.0929, 0.0756, 0.1217, 0.0687, 0.0534, 0.0554, 0.0138, 0.015, -0.0184, 0.0014, 0.0085, -0.0174, -0.0108, -0.0619, -0.0541, -0.0526, -0.0507, 0.0, -0.0327, -0.0542, -0.0094, -0.0165, 0.0045, 0.0045, 0.0192, 0.0044, 0.0173, 0.0106, 0.0312, 0.0065, 0.0005, 0.0047, 0.0128, 0.0591, -0.0154, -0.001, 0.0228, -0.0462, 0.01, -0.0058, 0.0009, 0.0108, 0.0181, 0.0181, 0.0083, 0.0024, -0.001, -0.0118, -0.0118, 0.0245, -0.0071, -0.0081, -0.0527, -0.0977, -0.0418, -0.0605, -0.067, -0.0758, -0.0455, -0.1392, -0.1392, -0.1737, -0.1765, -0.1962, -0.1914, -0.202, -0.1922, -0.1945, -0.1959, -0.2148, -0.2423, -0.249, -0.2994, -0.3089, -0.2687, -0.2387, -0.2415, -0.2256, -0.2276, -0.1932, -0.1932, -0.1524, -0.1774, -0.1841, -0.1752, -0.1781, -0.1254, -0.0885, -0.0949, -0.0772, -0.0848, -0.0912, -0.0969, -0.0711, -0.1075, -0.0953, -0.1118, -0.1577, -0.1553, -0.1547, -0.144, -0.1381, -0.1114, -0.1135, -0.2101, -0.1884, -0.1741, -0.1504, -0.1731, -0.1555, -0.1636, -0.2178, -0.2172, -0.2358, -0.2358, -0.2292, -0.2365, -0.2037, -0.215, -0.1975, -0.1829, -0.1692, -0.1744, -0.1621, -0.1703, -0.1945, -0.2221, -0.1956, -0.1799, -0.1218, -0.1172, -0.1437, -0.1681, -0.1233, -0.1378, -0.1007, -0.1025, -0.0959, -0.1281, -0.1495, -0.1605, -0.1776, -0.23, -0.229]}
{"unit_id": "quote:1991174850833178914", "ticker_idx": 1, "ts": "2025-11-19T16:00:53+00:00", "symbol": "ORA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ORA: Builds the plants", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CEG, ORA, SLB as the three beneficiaries of AI data centers' need for 24/7 firm clean power via nuclear and geothermal.", "resolved_tickers": ["ORA"], "resolution_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": "quote", "lang": "en", "tweet_text": "Very bullish article for $CEG, $ORA, and $SLB. \n\nData centers crave 24/7 clean power. $CEG: Owns the assets (Nuke+Geo). $ORA: Builds the plants. $SLB: Tech to drill it anywhere. \"Firm\" energy is the AI bottleneck; these three are the solution.", "reply_text": null, "parent_text": null, "quoted_text": "Because geothermal power can offer clean energy around the clock, it is a perfect match for the incessant power-guzzling of data centres https://t.co/Ctvpy1x7n0", "parent_author": null, "ret_m1d": -0.013213477080213365, "ret_signed_m1d": -0.013213477080213365, "alpha_spy_m1d": -0.009365167138021602, "alpha_c_m1d": -0.009365167138021602, "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": -0.02211423910778143, "ret_signed_p1d": -0.02211423910778143, "alpha_spy_p1d": -0.006872011791133392, "alpha_c_p1d": -0.006872011791133392, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.015242227316648038, "ret_p1w": 0.03376761887552204, "ret_signed_p1w": 0.03376761887552204, "alpha_spy_p1w": 0.008036805908437472, "alpha_c_p1w": 0.008036805908437472, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": 0.02573081296708457, "ret_p1m": 0.012204043612295878, "ret_signed_p1m": 0.012204043612295878, "alpha_spy_p1m": -0.008682297320697252, "alpha_c_p1m": -0.008682297320697252, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": 0.02088634093299313, "ret_p3m": 0.084510906335868, "ret_signed_p3m": 0.084510906335868, "alpha_spy_p3m": 0.0526160734135932, "alpha_c_p3m": 0.0526160734135932, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.031894832922274796, "ret_p6m": 0.24424775495753548, "ret_signed_p6m": 0.24424775495753548, "alpha_spy_p6m": 0.10872708148286336, "alpha_c_p6m": 0.10872708148286336, "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": 0.012204043612295878, "alpha_spy_stated": -0.008682297320697252, "alpha_c_stated": -0.008682297320697252, "price_path": [-0.1306, -0.1508, -0.1606, -0.1539, -0.1479, -0.1577, -0.1577, -0.1662, -0.1643, -0.1595, -0.165, -0.1694, -0.1727, -0.1654, -0.1575, -0.1618, -0.159, -0.1654, -0.1518, -0.1384, -0.1523, -0.1506, -0.1404, -0.149, -0.1411, -0.1304, -0.1241, -0.1178, -0.0805, -0.0841, -0.0715, -0.0456, -0.0392, -0.0197, -0.0226, -0.0471, -0.0166, -0.008, 0.001, 0.0123, -0.0038, 0.0069, -0.0334, -0.0457, -0.0405, -0.0253, -0.0227, -0.0258, -0.0169, -0.0366, -0.025, -0.0117, -0.0041, 0.0437, 0.0518, 0.0401, 0.0492, 0.0339, 0.0203, -0.0111, -0.0047, -0.0123, -0.0132, 0.0, -0.0221, -0.0039, 0.0235, 0.039, 0.0338, 0.0338, 0.0361, 0.0199, 0.0148, 0.0228, 0.0303, 0.0336, 0.0128, 0.0198, 0.0379, 0.0552, 0.0401, 0.0413, 0.0198, -0.0013, 0.0122, 0.0166, 0.0289, 0.04, 0.0498, 0.0498, 0.0363, 0.0334, 0.0248, 0.0137, 0.0137, 0.0436, 0.0527, 0.069, 0.0685, 0.0462, 0.0585, 0.0924, 0.1052, 0.0986, 0.0636, 0.0823, 0.0823, 0.0796, 0.1195, 0.1286, 0.1325, 0.1341, 0.158, 0.1743, 0.1747, 0.1464, 0.1541, 0.1902, 0.1635, 0.1127, 0.13, 0.1247, 0.138, 0.1298, 0.1048, 0.0845, 0.0845, 0.1398, 0.1107, 0.1016, 0.0637, 0.057, 0.063, 0.0741, -0.023, -0.0484, -0.0168, -0.0268, -0.011, -0.0107, -0.0007, 0.008, 0.0182, -0.0043, 0.011, 0.014, 0.0076, -0.0079, -0.0125, 0.0152, -0.0224, 0.0026, 0.009, 0.0169, 0.0187, 0.0288, 0.0053, 0.0281, 0.0439, 0.0366, 0.0366, 0.0157, 0.031, 0.0424, 0.0456, 0.0584, 0.0314, 0.054, 0.0455, 0.0336, 0.0384, 0.0261, -0.0065, -0.0171, 0.0435, 0.0413, 0.0479, 0.0385, 0.0134, 0.0555, 0.0426, 0.0536, 0.0595, 0.0551, 0.1255, 0.1177, 0.1357, 0.1593, 0.2253, 0.2442]}
{"unit_id": "quote:1991174850833178914", "ticker_idx": 2, "ts": "2025-11-19T16:00:53+00:00", "symbol": "SLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SLB: Tech to drill it anywhere", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long CEG, ORA, SLB as the three beneficiaries of AI data centers' need for 24/7 firm clean power via nuclear and geothermal.", "resolved_tickers": ["SLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Equipment & Services'", "bench_c_industry": "Oil & Gas Equipment & Services", "unit_kind": "quote", "lang": "en", "tweet_text": "Very bullish article for $CEG, $ORA, and $SLB. \n\nData centers crave 24/7 clean power. $CEG: Owns the assets (Nuke+Geo). $ORA: Builds the plants. $SLB: Tech to drill it anywhere. \"Firm\" energy is the AI bottleneck; these three are the solution.", "reply_text": null, "parent_text": null, "quoted_text": "Because geothermal power can offer clean energy around the clock, it is a perfect match for the incessant power-guzzling of data centres https://t.co/Ctvpy1x7n0", "parent_author": null, "ret_m1d": 0.005019535957187182, "ret_signed_m1d": 0.005019535957187182, "alpha_spy_m1d": 0.008867845899378946, "alpha_c_m1d": -0.008109057360700778, "bench_spy_m1d": -0.0038483099421917633, "bench_c_m1d": 0.01312859331788796, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018683701800165875, "ret_signed_p1d": -0.018683701800165875, "alpha_spy_p1d": -0.003441474483517837, "alpha_c_p1d": -0.007335228779910774, "bench_spy_p1d": -0.015242227316648038, "bench_c_p1d": -0.011348473020255101, "ret_p1w": -0.005577226036103888, "ret_signed_p1w": -0.005577226036103888, "alpha_spy_p1w": -0.03130803900318846, "alpha_c_p1w": 0.0010983769600110271, "bench_spy_p1w": 0.02573081296708457, "bench_c_p1w": -0.0066756029961149155, "ret_p1m": 0.0717020963574404, "ret_signed_p1m": 0.0717020963574404, "alpha_spy_p1m": 0.05081575542444727, "alpha_c_p1m": 0.08972608558524342, "bench_spy_p1m": 0.02088634093299313, "bench_c_p1m": -0.018023989227803017, "ret_p3m": 0.4246400139812816, "ret_signed_p3m": 0.4246400139812816, "alpha_spy_p3m": 0.3927451810590068, "alpha_c_p3m": 0.20494048467907477, "bench_spy_p3m": 0.031894832922274796, "bench_c_p3m": 0.21969952930220682, "ret_p6m": 0.576179499880797, "ret_signed_p6m": 0.576179499880797, "alpha_spy_p6m": 0.44065882640612486, "alpha_c_p6m": 0.26448261415834073, "bench_spy_p6m": 0.13552067347467212, "bench_c_p6m": 0.31169688572245624, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0717020963574404, "alpha_spy_stated": 0.05081575542444727, "alpha_c_stated": 0.08972608558524342, "price_path": [-0.0149, -0.0137, -0.0229, -0.0046, 0.0092, 0.0192, 0.0192, -0.0068, -0.024, 0.0042, -0.0011, -0.0022, -0.0022, 0.0084, 0.0047, -0.0081, -0.0304, -0.0173, -0.0298, -0.0312, -0.0399, -0.0541, -0.0382, -0.0349, -0.0354, -0.0095, -0.0209, -0.0416, -0.0215, -0.0488, -0.0446, -0.0354, -0.0404, -0.0527, -0.0761, -0.1154, -0.1001, -0.0917, -0.0917, -0.082, -0.0901, -0.0678, -0.0653, -0.0268, 0.0042, -0.0008, 0.0084, 0.0, 0.027, 0.0128, 0.0056, 0.0323, 0.0073, 0.0192, 0.0139, 0.0223, 0.0293, 0.0488, 0.0059, 0.0125, 0.0301, -0.0017, 0.005, 0.0, -0.0187, 0.0092, -0.0042, 0.0011, -0.0056, -0.0056, 0.0106, 0.0206, 0.0139, 0.0554, 0.0714, 0.081, 0.0748, 0.0765, 0.1223, 0.1338, 0.1088, 0.0933, 0.0571, 0.0829, 0.0717, 0.0703, 0.0773, 0.0737, 0.0672, 0.0672, 0.0621, 0.0652, 0.0835, 0.0787, 0.0787, 0.1299, 0.2311, 0.2263, 0.1909, 0.2488, 0.2704, 0.269, 0.2901, 0.3202, 0.3089, 0.3134, 0.3134, 0.3055, 0.3637, 0.3862, 0.3814, 0.3969, 0.4239, 0.3736, 0.3618, 0.3598, 0.3505, 0.3986, 0.4433, 0.3916, 0.425, 0.4205, 0.4143, 0.4577, 0.4317, 0.4246, 0.4246, 0.4091, 0.4586, 0.4572, 0.4376, 0.4487, 0.4659, 0.4605, 0.4557, 0.4515, 0.4495, 0.3735, 0.354, 0.3401, 0.326, 0.3342, 0.3602, 0.3619, 0.2598, 0.2643, 0.2711, 0.3042, 0.2813, 0.352, 0.3183, 0.3924, 0.428, 0.467, 0.4789, 0.5126, 0.4569, 0.4529, 0.4145, 0.3978, 0.3978, 0.4074, 0.4235, 0.4668, 0.4854, 0.4679, 0.4679, 0.4557, 0.482, 0.4625, 0.4888, 0.4758, 0.4919, 0.5366, 0.5476, 0.5875, 0.5615, 0.5734, 0.5748, 0.6081, 0.6093, 0.5728, 0.5832, 0.5595, 0.4984, 0.5061, 0.553, 0.5731, 0.5657, 0.5762]}
{"unit_id": "reply:2000694404416204969", "ticker_idx": 0, "ts": "2025-12-15T22:28:11+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is treating this as a systemic AI debt flush, completely missing the nuances of the $IREN capital stack. Swapping high-interest paper for <1% cost of capital is a massive competitive moat.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN: market misreads selloff; <1% cost of capital swap is a durable competitive moat.", "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": "@Agrippa_Inv Great analysis again Agrippa. The market is treating this as a systemic AI debt flush, completely missing the nuances of the $IREN capital stack. Swapping high-interest paper for &lt;1% cost of capital is a massive competitive moat.", "reply_text": null, "parent_text": "Brutal price action on $IREN today…\n\nRight now the market seems to be fading the AI data center story across the board, mainly on debt &amp; funding concerns.\n\nSome AI names are getting hit harder than others, with $IREN among the most sold off today.\n\nA lot of investors read this", "quoted_text": null, "parent_author": "Agrippa_Inv", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "alpha_c_stated": 0.45070765785245626, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:1982894391070208503", "ticker_idx": 0, "ts": "2025-10-27T19:37:17+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If good, they are back on track to push through ATH at $175", "tweet_type": "prediction", "timeline": "weeks", "summary": "Conditionally bullish TMDX into Wednesday earnings; good print puts ATH at $175 in play.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "original", "lang": "en", "tweet_text": "$TMDX hitting 3 month-high. Earnings on Wednesday. If good, they are back on track to push through ATH at $175. https://t.co/RVJ3rE5xyY", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014571481466590264, "ret_signed_m1d": -0.014571481466590264, "alpha_spy_m1d": -0.00291137895123339, "alpha_c_m1d": -0.012248484226819012, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.0023229972397712517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02068697846362133, "ret_signed_p1d": -0.02068697846362133, "alpha_spy_p1d": -0.023342994482701163, "alpha_c_p1d": -0.014401339234458188, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0062856392291631424, "ret_p1w": -0.05836161499165404, "ret_signed_p1w": -0.05836161499165404, "alpha_spy_p1w": -0.055588936877193684, "alpha_c_p1w": -0.04524414023673495, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.01311747475491909, "ret_p1m": 0.10230278115485936, "ret_signed_p1m": 0.10230278115485936, "alpha_spy_p1m": 0.1172172082954741, "alpha_c_p1m": 0.017585972267391448, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": 0.08471680888746791, "ret_p3m": 0.042582102828227164, "ret_signed_p3m": 0.042582102828227164, "alpha_spy_p3m": 0.03415306436637788, "alpha_c_p3m": -0.043460443677647564, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.08604254650587473, "ret_p6m": -0.17772739772377344, "ret_signed_p6m": -0.17772739772377344, "alpha_spy_p6m": -0.21107201108726836, "alpha_c_p6m": -0.1830139823698398, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.00528658464606635, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10230278115485936, "alpha_spy_stated": 0.1172172082954741, "alpha_c_stated": 0.017585972267391448, "price_path": [-0.1869, -0.1018, -0.0898, -0.0298, -0.0507, -0.1031, -0.1238, -0.1355, -0.0392, -0.01, -0.0031, -0.0205, -0.037, -0.0513, -0.0738, -0.0798, -0.103, -0.0951, -0.132, -0.1304, -0.1138, -0.1187, -0.132, -0.132, -0.1578, -0.1926, -0.2144, -0.2147, -0.2029, -0.1825, -0.1862, -0.1167, -0.135, -0.1371, -0.1004, -0.0954, -0.0857, -0.0767, -0.0551, -0.09, -0.1134, -0.1401, -0.1403, -0.1496, -0.1529, -0.1326, -0.1237, -0.1265, -0.1398, -0.1304, -0.1086, -0.147, -0.19, -0.1566, -0.1602, -0.1498, -0.1266, -0.1119, -0.0948, -0.093, -0.0975, -0.0267, -0.0146, 0.0, -0.0207, 0.0141, 0.0252, -0.0069, -0.0584, -0.0773, -0.0603, -0.0564, -0.1003, -0.076, -0.0778, -0.1002, -0.1276, -0.1317, -0.1438, -0.1161, 0.0077, -0.0652, -0.0115, 0.0586, 0.1023, 0.1004, 0.1004, 0.1046, 0.1357, 0.0704, 0.0578, 0.0467, 0.0307, 0.0313, 0.0177, -0.0094, -0.0365, -0.0427, -0.0702, -0.0559, -0.0794, -0.0859, -0.0361, -0.0234, -0.0321, -0.0412, -0.0412, -0.0623, -0.0709, -0.0795, -0.0815, -0.0815, -0.0737, -0.0466, 0.0017, 0.0364, 0.0387, 0.0349, 0.0167, 0.0775, 0.0718, 0.0849, 0.0824, 0.0824, 0.0716, 0.0103, 0.0426, 0.0215, 0.0519, 0.0456, 0.0645, 0.0492, 0.0115, 0.0116, 0.0247, -0.0157, -0.0215, 0.0197, 0.0294, 0.0516, 0.0064, -0.0297, -0.0197, -0.0197, 0.0103, 0.023, 0.0032, 0.0136, 0.0166, 0.0402, -0.0045, 0.016, 0.0967, 0.1099, 0.1174, 0.1148, 0.0575, -0.0214, 0.0175, -0.0121, -0.0263, -0.0841, -0.0677, -0.0585, -0.0584, -0.1453, -0.1414, -0.1401, -0.1538, -0.1777, -0.2063, -0.2284, -0.2522, -0.288, -0.2495, -0.242, -0.2398, -0.2398, -0.2088, -0.1897, -0.1743, -0.1755, -0.1393, -0.1441, -0.1266, -0.1234, -0.1761, -0.1252, -0.1459, -0.1777]}
{"unit_id": "reply:2028535697695473856", "ticker_idx": 0, "ts": "2026-03-02T18:19:33+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it is a buy at these levels", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Considers NVO a buy at current levels despite distribution challenges for the pill launch.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ron_Trades Pill launch is great but they need to find an easy way to bring it to the customer. HIMS would be ideal 😅 still, I think it is a buy at these levels.", "reply_text": null, "parent_text": "Is $NVO an asymmetric opportunity here? \n\nI feel like markets forgot about their pill launch, pipeline and cash pile for acquisitions. https://t.co/7SKirBIC8R", "quoted_text": null, "parent_author": "Ron_Trades", "ret_m1d": -0.008209671763940496, "ret_signed_m1d": -0.008209671763940496, "alpha_spy_m1d": -0.007641382467589386, "alpha_c_m1d": -0.007641382467589386, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.0005682892963511099, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02913135349146434, "ret_signed_p1d": -0.02913135349146434, "alpha_spy_p1d": -0.02031701397110519, "alpha_c_p1d": -0.02031701397110519, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.008814339520359149, "ret_p1w": 0.053495821067717, "ret_signed_p1w": 0.053495821067717, "alpha_spy_p1w": 0.06531144681528966, "alpha_c_p1w": 0.06531144681528966, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.011815625747572667, "ret_p1m": 0.008946027657908528, "ret_signed_p1m": 0.008946027657908528, "alpha_spy_p1m": 0.05886582171852106, "alpha_c_p1m": 0.05886582171852106, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.04991979406061253, "ret_p3m": 0.24944576939398666, "ret_signed_p3m": 0.24944576939398666, "alpha_spy_p3m": 0.14705241057449792, "alpha_c_p3m": 0.14705241057449792, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": 0.10239335881948874, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008946027657908528, "alpha_spy_stated": 0.05886582171852106, "alpha_c_stated": 0.05886582171852106, "price_path": [0.2598, 0.2709, 0.2675, 0.2386, 0.2278, 0.299, 0.3318, 0.3289, 0.334, 0.2966, 0.2651, 0.2609, 0.2736, 0.2738, 0.3668, 0.3919, 0.3919, 0.3877, 0.3631, 0.3565, 0.3475, 0.3475, 0.3874, 0.4595, 0.4899, 0.4981, 0.5185, 0.5575, 0.5853, 0.5794, 0.5601, 0.5127, 0.6507, 0.6507, 0.607, 0.571, 0.648, 0.6488, 0.6944, 0.6655, 0.5977, 0.5712, 0.5739, 0.5606, 0.3321, 0.2497, 0.1478, 0.2617, 0.3075, 0.3008, 0.2908, 0.2958, 0.3128, 0.3128, 0.3075, 0.3038, 0.2831, 0.2558, 0.0495, 0.022, 0.0106, -0.0037, -0.0082, 0.0, -0.0291, 0.0196, 0.0347, 0.0217, 0.0535, 0.0254, 0.0283, 0.0069, 0.0053, 0.0217, 0.0177, -0.0082, -0.018, -0.0326, -0.0249, -0.023, -0.0379, -0.036, -0.0456, -0.0311, 0.0089, 0.0015, 0.0153, 0.0153, 0.0067, 0.0133, 0.0326, 0.0279, 0.0301, 0.0427, 0.0795, 0.1204, 0.1237, 0.1124, 0.1108, 0.0822, 0.0748, 0.0575, 0.1303, 0.1311, 0.1303, 0.1061, 0.1591, 0.2047, 0.2187, 0.2319, 0.2563, 0.2574, 0.2648, 0.2739, 0.2904, 0.2925, 0.2574, 0.2283, 0.2157, 0.2157, 0.2374, 0.2187, 0.2343, 0.2343, 0.2132, 0.2231, 0.2494, 0.2514, 0.2099, 0.1783, 0.1531, 0.2011, 0.1794, 0.1262, 0.1583, 0.1753, 0.2069, 0.2047, 0.2058, 0.1956, 0.1948, 0.1858, 0.1858, 0.2596, 0.3019, 0.3016, 0.3079, 0.3197, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2000279475657777407", "ticker_idx": 0, "ts": "2025-12-14T18:59:25+00:00", "symbol": "AI and tech equities", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "If we look back to today in 5 years, this would still have been an amazing buying opportunity", "tweet_type": "prediction", "timeline": "years", "summary": "Broadly bullish on AI-era equities over a 5-year horizon; current prices represent an amazing buying opportunity.", "resolved_tickers": ["QQQ"], "resolution_method": "etf", "resolution_reason": "Broad US AI/tech sector best proxied by QQQ", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@danielnewmanUV We are still early in the AI revolution. A drop can always happen and some companies that are promising now might disappear but that is the toll we have to pay. If we look back to today in 5 years, this would still have been an amazing buying opportunity.", "reply_text": null, "parent_text": "We are about 1% into the AI revolution. Meanwhile we need 10,000+ times more compute each year. \n\nBubble bears act as if ChatGPT is the final act. Insanely short sighted. \n\nWhat we need is more compute, more connectivity, more manufacturing, and a lot more energy. Because we", "quoted_text": null, "parent_author": "danielnewmanUV", "ret_m1d": 0.005044808292268277, "ret_signed_m1d": 0.005044808292268277, "alpha_spy_m1d": 0.0035316233417053144, "alpha_c_m1d": 0.0035316233417053144, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.001981802971139146, "ret_signed_p1d": 0.001981802971139146, "alpha_spy_p1d": 0.004714088116369419, "alpha_c_p1d": 0.004714088116369419, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": 0.01550726711256556, "ret_signed_p1w": 0.01550726711256556, "alpha_spy_p1w": 0.006511510051344649, "alpha_c_p1w": 0.006511510051344649, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.027036480144545516, "ret_signed_p1m": 0.027036480144545516, "alpha_spy_p1m": 0.004869016730886022, "alpha_c_p1m": 0.004869016730886022, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.02049077115132203, "ret_signed_p3m": -0.02049077115132203, "alpha_spy_p3m": -0.001831622254121812, "alpha_c_p3m": -0.001831622254121812, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.16230817838875566, "ret_signed_p6m": 0.16230817838875566, "alpha_spy_p6m": 0.07340833653276535, "alpha_c_p6m": 0.07340833653276535, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0348, -0.0261, -0.0195, -0.0137, -0.0202, -0.0237, -0.0279, -0.0239, -0.0193, -0.0167, -0.0119, -0.0079, -0.0121, -0.0046, -0.0099, 0.0015, 0.0003, -0.0345, -0.014, -0.0205, -0.0136, -0.0173, -0.0108, 0.0016, 0.0014, -0.0083, 0.0001, 0.0107, 0.0287, 0.0367, 0.0413, 0.0254, 0.0304, 0.0353, 0.0143, 0.0209, 0.0019, -0.0013, 0.0208, 0.0181, 0.0173, -0.0035, -0.0028, -0.0113, -0.0233, -0.0175, -0.0407, -0.0335, -0.0088, -0.0027, 0.0061, 0.0061, 0.0143, 0.0109, 0.0188, 0.0213, 0.0203, 0.0245, 0.0225, 0.0238, 0.028, 0.0246, 0.005, 0.0, 0.002, -0.0166, -0.0023, 0.0107, 0.0155, 0.0203, 0.0232, 0.0232, 0.0232, 0.0182, 0.0159, 0.0075, 0.0075, 0.0055, 0.0135, 0.0224, 0.0234, 0.0176, 0.0277, 0.0286, 0.027, 0.0161, 0.0197, 0.0189, 0.0189, -0.0028, 0.0107, 0.018, 0.0213, 0.0258, 0.0351, 0.0385, 0.0323, 0.0199, 0.0269, 0.0111, -0.0066, -0.0209, -0.0002, 0.0075, 0.0028, 0.0055, -0.0149, -0.0128, -0.0128, -0.0139, -0.0065, -0.0103, -0.0015, -0.0137, -0.0031, 0.0114, -0.0008, -0.004, -0.0027, -0.0134, 0.0016, -0.0014, -0.0164, -0.0033, -0.0033, -0.0034, -0.0205, -0.0263, -0.0154, -0.0106, -0.0244, -0.0274, -0.0454, -0.0345, -0.0411, -0.0348, -0.0578, -0.0762, -0.0833, -0.0522, -0.0405, -0.0394, -0.0394, -0.0336, -0.0335, -0.0048, 0.002, 0.0034, 0.0138, 0.0322, 0.0467, 0.0517, 0.0655, 0.0621, 0.058, 0.0757, 0.0697, 0.0901, 0.0907, 0.0797, 0.0863, 0.0965, 0.107, 0.1049, 0.1193, 0.1425, 0.1411, 0.1679, 0.1713, 0.1613, 0.1736, 0.1819, 0.1641, 0.1591, 0.152, 0.171, 0.1733, 0.1783, 0.1783, 0.1992, 0.1978, 0.2079, 0.2124, 0.2196, 0.2252, 0.222, 0.2161, 0.1578, 0.1758, 0.1623]}
{"unit_id": "reply:1970883796330582364", "ticker_idx": 0, "ts": "2025-09-24T16:11:28+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 will play a much bigger role in the robotaxi wave than people are expecting", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL on underappreciated robotaxi opportunity via Waymo.", "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": "@StockSavvyShay $GOOGL will play a much bigger role in the robotaxi wave than people are expecting", "reply_text": null, "parent_text": "$GOOGL WAYMO LAUNCHES “WAYMO FOR BUSINESS\n\nNew program lets companies book employee robotaxi rides across five U.S. cities.\n\nhttps://t.co/phHYgkM8MF", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.018289275220232826, "ret_signed_m1d": 0.018289275220232826, "alpha_spy_m1d": 0.015097455691339023, "alpha_c_m1d": 0.009943786857494752, "bench_spy_m1d": 0.0031918195288938023, "bench_c_m1d": 0.008345488362738074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00546250161924533, "ret_signed_p1d": -0.00546250161924533, "alpha_spy_p1d": -0.0008490340547335773, "alpha_c_p1d": -0.002056165121397724, "bench_spy_p1d": -0.004613467564511753, "bench_c_p1d": -0.0034063364978476063, "ret_p1w": -0.009063690810320435, "ret_signed_p1w": -0.009063690810320435, "alpha_spy_p1w": -0.0201815332564933, "alpha_c_p1w": -0.002932363783988201, "bench_spy_p1w": 0.011117842446172865, "bench_c_p1w": -0.006131327026332234, "ret_p1m": 0.024035044242050274, "ret_signed_p1m": 0.024035044242050274, "alpha_spy_p1m": 0.007910342102075196, "alpha_c_p1m": 0.042599279865686346, "bench_spy_p1m": 0.016124702139975078, "bench_c_p1m": -0.01856423562363607, "ret_p3m": 0.2542794782138973, "ret_signed_p3m": 0.2542794782138973, "alpha_spy_p3m": 0.21532369694141051, "alpha_c_p3m": 0.25762038766686624, "bench_spy_p3m": 0.03895578127248678, "bench_c_p3m": -0.003340909452968943, "ret_p6m": 0.24442518740251273, "ret_signed_p6m": 0.24442518740251273, "alpha_spy_p6m": 0.24344245178752977, "alpha_c_p6m": 0.27783847765451897, "bench_spy_p6m": 0.0009827356149829658, "bench_c_p6m": -0.033413290252006234, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024035044242050274, "alpha_spy_stated": 0.007910342102075196, "alpha_c_stated": 0.042599279865686346, "price_path": [-0.2783, -0.2876, -0.2891, -0.2778, -0.2742, -0.2742, -0.2853, -0.2951, -0.286, -0.2819, -0.2716, -0.266, -0.2642, -0.2603, -0.2578, -0.2519, -0.2315, -0.2265, -0.231, -0.2231, -0.219, -0.2215, -0.2086, -0.2055, -0.2242, -0.2354, -0.2115, -0.213, -0.2073, -0.2055, -0.1857, -0.1874, -0.178, -0.1835, -0.1796, -0.1757, -0.1773, -0.1851, -0.1942, -0.1925, -0.1668, -0.1571, -0.1626, -0.1612, -0.1444, -0.1393, -0.1393, -0.1456, -0.0675, -0.0609, -0.05, -0.053, -0.0304, -0.0322, -0.0274, -0.0257, 0.0181, 0.0163, 0.0097, 0.0198, 0.0307, 0.0218, 0.0183, 0.0, -0.0055, -0.0024, -0.0125, -0.0163, -0.0091, -0.0059, -0.0072, 0.0133, -0.0056, -0.0102, -0.0227, -0.0428, -0.0121, -0.0068, 0.0157, 0.0175, 0.0249, 0.0381, 0.0134, 0.0184, 0.024, 0.0517, 0.0895, 0.0823, 0.111, 0.1389, 0.1378, 0.148, 0.123, 0.1504, 0.1522, 0.1282, 0.1738, 0.1787, 0.1601, 0.1272, 0.1184, 0.1533, 0.1503, 0.1848, 0.1712, 0.2125, 0.2891, 0.3087, 0.2946, 0.2946, 0.2955, 0.2741, 0.2779, 0.2933, 0.2852, 0.3, 0.2702, 0.2838, 0.2965, 0.265, 0.2523, 0.248, 0.2413, 0.2014, 0.2246, 0.2437, 0.2543, 0.2728, 0.2717, 0.2717, 0.2694, 0.2696, 0.2708, 0.2673, 0.2673, 0.276, 0.2817, 0.2727, 0.3037, 0.3177, 0.3304, 0.3437, 0.3603, 0.3598, 0.3474, 0.3361, 0.3361, 0.3038, 0.3296, 0.3383, 0.3278, 0.3493, 0.3546, 0.3605, 0.3696, 0.3685, 0.3916, 0.3755, 0.3485, 0.3412, 0.3072, 0.3132, 0.2899, 0.2591, 0.2511, 0.2378, 0.2378, 0.2229, 0.2282, 0.2262, 0.2753, 0.2612, 0.2588, 0.2669, 0.2446, 0.2623, 0.2411, 0.2292, 0.2274, 0.2182, 0.2087, 0.2413, 0.2441, 0.2508, 0.2299, 0.2248, 0.2381, 0.2598, 0.2467, 0.2444]}
{"unit_id": "orig:2028942672006615419", "ticker_idx": 0, "ts": "2026-03-03T21:16:43+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "truly crushed targets, crossing $5 billion in recurring revenue faster than any pure cybersecurity firm ever. They also generated record cash and turned a solid profit. Despite the drop, their core business is thriving.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWD despite post-earnings dip: record cash, solid profit, $5B ARR milestone, AI-driven growth and platform consolidation.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$CRWD currently down 4.4% after earnings. \n\n$CRWD truly crushed targets, crossing $5 billion in recurring revenue faster than any pure cybersecurity firm ever. They also generated record cash and turned a solid profit.\n\nDespite the drop, their core business is thriving. Customers are consolidating more security tools onto CrowdStrike, and they are leveraging AI as a massive future growth engine.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03988417273392686, "ret_signed_m1d": -0.03988417273392686, "alpha_spy_m1d": -0.03287833501347415, "alpha_c_m1d": -0.03287833501347415, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04532969809245668, "ret_signed_p1d": 0.04532969809245668, "alpha_spy_p1d": 0.0509051899658336, "alpha_c_p1d": 0.0509051899658336, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.08425727708161879, "ret_signed_p1w": 0.08425727708161879, "alpha_spy_p1w": 0.09710146216735038, "alpha_c_p1w": 0.09710146216735038, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.020996854671260112, "ret_signed_p1m": -0.020996854671260112, "alpha_spy_p1m": 0.019154478444922685, "alpha_c_p1m": 0.019154478444922685, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.9185881008691013, "ret_signed_p3m": 0.9185881008691013, "alpha_spy_p3m": 0.8084169008930313, "alpha_c_p3m": 0.8084169008930313, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020996854671260112, "alpha_spy_stated": 0.019154478444922685, "alpha_c_stated": 0.019154478444922685, "price_path": [0.256, 0.2637, 0.2706, 0.2744, 0.2697, 0.2382, 0.1957, 0.1983, 0.1529, 0.1707, 0.1805, 0.1851, 0.1745, 0.1703, 0.1703, 0.1803, 0.1674, 0.1667, 0.1498, 0.1498, 0.1126, 0.1199, 0.1242, 0.1747, 0.1378, 0.1544, 0.1455, 0.148, 0.1301, 0.1161, 0.1133, 0.1133, 0.086, 0.0937, 0.1131, 0.1099, 0.1488, 0.1692, 0.1509, 0.0906, 0.0827, 0.0765, 0.0345, 0.0188, -0.0749, -0.0299, 0.0009, 0.014, 0.0199, 0.0095, 0.0539, 0.0539, 0.0162, 0.0198, 0.0355, -0.0468, -0.1407, -0.1409, -0.1088, -0.0652, -0.0876, -0.056, -0.0399, 0.0, 0.0453, 0.0523, 0.0649, 0.0703, 0.0843, 0.0831, 0.0836, 0.0396, 0.0626, 0.069, 0.0503, 0.0032, 0.0138, -0.036, -0.0535, -0.0369, -0.0935, -0.0677, -0.0424, -0.0352, -0.021, -0.021, -0.0222, 0.0381, 0.0462, -0.0319, -0.0703, -0.0133, -0.0225, 0.0085, 0.0258, 0.0399, 0.0625, 0.1029, 0.1447, 0.0925, 0.0992, 0.1151, 0.116, 0.1096, 0.0934, 0.1176, 0.151, 0.1689, 0.1481, 0.2405, 0.2946, 0.3301, 0.3397, 0.3799, 0.4226, 0.4572, 0.5179, 0.5131, 0.5947, 0.59, 0.6274, 0.6274, 0.6472, 0.583, 0.6459, 0.7931, 0.9186, 0.8862, 0.8338, 0.7639, 0.6459, 0.6159, 0.582, 0.5888, 0.6963, 0.6748, 0.6996, 0.6667, 0.6752, 0.6799, 0.6799, 0.6568, 0.6702, 0.6509, 0.6647, 0.7197, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1993012512510636068", "ticker_idx": 0, "ts": "2025-11-24T17:43:06+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gemini will win the LLM battle and Waymo the Robotaxi battle, very bullish on $GOOGL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL on Gemini winning LLM race and Waymo winning robotaxi market.", "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": "@StockSavvyShay @fiscal_ai Gemini will win the LLM battle and Waymo the Robotaxi battle, very bullish on $GOOGL", "reply_text": null, "parent_text": "Absolutely wild that $GOOGL is now worth more than $AMZN + $TSLA combined  😳 https://t.co/zHfoqFDjSe", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.05938845608864629, "ret_signed_m1d": -0.05938845608864629, "alpha_spy_m1d": -0.044883526969239806, "alpha_c_m1d": -0.049566386620715774, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015255244752224506, "ret_signed_p1d": 0.015255244752224506, "alpha_spy_p1d": 0.005849223794494485, "alpha_c_p1d": 0.003840340981365431, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.011414903770859075, "ret_p1w": -0.011582476096434147, "ret_signed_p1w": -0.011582476096434147, "alpha_spy_p1w": -0.028839087366873684, "alpha_c_p1w": -0.027864169203954847, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0162816931075207, "ret_p1m": -0.012632208777884402, "ret_signed_p1m": -0.012632208777884402, "alpha_spy_p1m": -0.044428167050894474, "alpha_c_p1m": -0.05475266893274122, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.04212046015485682, "ret_p3m": -0.04875349402999929, "ret_signed_p3m": -0.04875349402999929, "alpha_spy_p3m": -0.075330081550259, "alpha_c_p3m": -0.07089976297811618, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 0.21849038324121017, "ret_signed_p6m": 0.21849038324121017, "alpha_spy_p6m": 0.1150436623084008, "alpha_c_p6m": 0.1867592464778356, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012632208777884402, "alpha_spy_stated": -0.044428167050894474, "alpha_c_stated": -0.05475266893274122, "price_path": [-0.3493, -0.3363, -0.3323, -0.3323, -0.3372, -0.2766, -0.2715, -0.263, -0.2654, -0.2478, -0.2493, -0.2455, -0.2441, -0.2102, -0.2116, -0.2167, -0.2089, -0.2005, -0.2073, -0.2101, -0.2242, -0.2285, -0.2261, -0.2339, -0.2369, -0.2313, -0.2288, -0.2299, -0.2139, -0.2286, -0.2322, -0.2419, -0.2574, -0.2336, -0.2295, -0.212, -0.2107, -0.2049, -0.1947, -0.2138, -0.21, -0.2056, -0.1841, -0.1548, -0.1604, -0.1381, -0.1165, -0.1174, -0.1094, -0.1288, -0.1076, -0.1062, -0.1248, -0.0894, -0.0856, -0.1, -0.1256, -0.1324, -0.1053, -0.1077, -0.0809, -0.0914, -0.0594, 0.0, 0.0153, 0.0043, 0.0043, 0.005, -0.0116, -0.0087, 0.0033, -0.003, 0.0084, -0.0146, -0.0041, 0.0058, -0.0187, -0.0285, -0.0319, -0.0371, -0.068, -0.05, -0.0352, -0.027, -0.0126, -0.0134, -0.0134, -0.0153, -0.0151, -0.0142, -0.0169, -0.0169, -0.0101, -0.0058, -0.0127, 0.0113, 0.0222, 0.032, 0.0424, 0.0553, 0.0549, 0.0453, 0.0365, 0.0365, 0.0114, 0.0314, 0.0382, 0.03, 0.0468, 0.0508, 0.0554, 0.0624, 0.0617, 0.0795, 0.067, 0.0461, 0.0405, 0.0141, 0.0187, 0.0007, -0.0233, -0.0294, -0.0397, -0.0397, -0.0514, -0.0472, -0.0488, -0.0107, -0.0216, -0.0235, -0.0172, -0.0345, -0.0208, -0.0372, -0.0465, -0.0479, -0.0549, -0.0624, -0.0371, -0.0349, -0.0297, -0.0459, -0.0499, -0.0396, -0.0227, -0.0329, -0.0346, -0.0539, -0.0506, -0.0871, -0.0856, -0.117, -0.1377, -0.1403, -0.0961, -0.0652, -0.0703, -0.0703, -0.0571, -0.0399, -0.0026, 0.0011, -0.0029, 0.0099, 0.0464, 0.0596, 0.0562, 0.074, 0.0606, 0.0445, 0.0665, 0.0652, 0.0825, 0.1012, 0.0994, 0.0999, 0.2095, 0.2123, 0.2046, 0.2209, 0.2511, 0.251, 0.2598, 0.2216, 0.2175, 0.2655, 0.2606, 0.2472, 0.2477, 0.2185]}
{"unit_id": "reply:2027890483125469348", "ticker_idx": 0, "ts": "2026-02-28T23:35:42+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX probably the best drone opportunity on the market right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AMPX is the best drone play available; bullish on drone-agnostic exposure.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@bennybigbull $AMPX probably the best drone opportunity on the market right now.", "reply_text": null, "parent_text": "I love the fact that literally no one considers $AMPX a drone play other than a select few here on X.\n\nYou don’t have to choose an individual winner, $AMPX is drone agnostic, so as long as there is an exponential demand for drones (which we know there is), then $AMPX will", "quoted_text": null, "parent_author": "bennybigbull", "ret_m1d": -0.07420194987310125, "ret_signed_m1d": -0.07420194987310125, "alpha_spy_m1d": -0.07363366057675014, "alpha_c_m1d": -0.06436404069760338, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003451247741709018, "ret_signed_p1d": 0.003451247741709018, "alpha_spy_p1d": 0.012265587262068167, "alpha_c_p1d": 0.0227915561604789, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.01934030841876988, "ret_p1w": 0.5289041484091659, "ret_signed_p1w": 0.5289041484091659, "alpha_spy_p1w": 0.5407197741567386, "alpha_c_p1w": 0.5733982700830904, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.044494121673924525, "ret_p1m": 0.45470236310453815, "ret_signed_p1m": 0.45470236310453815, "alpha_spy_p1m": 0.5046221571651507, "alpha_c_p1m": 0.5481375492392409, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.7989646339059109, "ret_signed_p3m": 0.7989646339059109, "alpha_spy_p3m": 0.6965712750864221, "alpha_c_p3m": 0.8247423944589972, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45470236310453815, "alpha_spy_stated": 0.5046221571651507, "alpha_c_stated": 0.5481375492392409, "price_path": [-0.006, 0.0544, 0.0509, 0.0181, 0.0095, -0.0475, -0.0129, -0.0587, -0.1329, -0.113, -0.2425, -0.2105, -0.1933, -0.2174, -0.2476, -0.264, -0.264, -0.2865, -0.3167, -0.3244, -0.3192, -0.3192, -0.2459, -0.2053, -0.2071, -0.2321, -0.2028, -0.1821, -0.1363, -0.1657, -0.1061, -0.1242, -0.0509, -0.0509, -0.0362, -0.0276, 0.0311, -0.0362, -0.0595, -0.0009, 0.0336, 0.1717, 0.0733, 0.1346, 0.2666, 0.0699, -0.0871, 0.0561, 0.0777, -0.0035, -0.0414, -0.1208, -0.1398, -0.1398, -0.157, -0.145, -0.107, -0.1786, -0.1199, -0.0682, -0.0457, -0.006, -0.0742, 0.0, 0.0035, 0.0828, 0.2847, 0.409, 0.5289, 0.5531, 0.604, 0.5781, 0.5487, 0.6126, 0.6721, 0.6307, 0.6488, 0.5703, 0.6117, 0.5324, 0.547, 0.4806, 0.3909, 0.2701, 0.4547, 0.3391, 0.3805, 0.3805, 0.5151, 0.4409, 0.4599, 0.3934, 0.4858, 0.5867, 0.5436, 0.5789, 0.6506, 0.6109, 0.692, 0.849, 0.9577, 0.8749, 0.7826, 0.8481, 0.6989, 0.755, 0.8171, 0.8007, 0.7584, 0.8464, 0.9146, 0.39, 0.4409, 0.5255, 0.6247, 0.5116, 0.5418, 0.4538, 0.3693, 0.3356, 0.3003, 0.3201, 0.3831, 0.3831, 0.5384, 0.4806, 0.799, 0.7498, 0.8766, 0.9767, 0.8758, 0.9448, 0.6989, 0.6247, 0.503, 0.4176, 0.4754, 0.4072, 0.4513, 0.3365, 0.2942, 0.3952, 0.3952, 0.3503, 0.2183, 0.0802, 0.0837, 0.1139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031009985799356419", "ticker_idx": 0, "ts": "2026-03-09T14:11:29+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't see any reason to panic here", "tweet_type": "analysis", "timeline": "unspecified", "summary": "No reason to panic over IREN's $6B ATM; implicitly bullish/dismissive of bear concerns.", "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": "Sometimes, investing is more about what isn’t said than what is.\n\nI haven’t heard a professional analyst raise concerns over the $6 billion $IREN atm. \n\nI don’t see any reason to panic here.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05509782135018482, "ret_signed_m1d": -0.05509782135018482, "alpha_spy_m1d": -0.04641393116423276, "alpha_c_m1d": -0.05986632485473742, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": 0.004768503504552601, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018537621469477572, "ret_signed_p1d": -0.018537621469477572, "alpha_spy_p1d": -0.016930515573637894, "alpha_c_p1d": -0.013172959464131218, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0053646620053463545, "ret_p1w": 0.15705454300093913, "ret_signed_p1w": 0.15705454300093913, "alpha_spy_p1w": 0.17067744548575192, "alpha_c_p1w": 0.1775195680376085, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.02046502503666936, "ret_p1m": -0.07981458449903078, "ret_signed_p1m": -0.07981458449903078, "alpha_spy_p1m": -0.054382597329100335, "alpha_c_p1m": -0.0759679937106964, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.003846590788334381, "ret_p3m": 0.5926879600238586, "ret_signed_p3m": 0.5926879600238586, "alpha_spy_p3m": 0.4734321988681103, "alpha_c_p3m": 0.5504016073136155, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.04228635271024306, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07981458449903078, "alpha_spy_stated": -0.054382597329100335, "alpha_c_stated": -0.0759679937106964, "price_path": [0.1308, 0.1313, 0.0332, -0.0865, -0.0579, -0.1303, -0.0783, 0.0278, 0.0824, 0.0832, 0.0808, 0.0808, 0.0376, 0.0147, -0.0139, -0.0275, -0.0275, 0.0994, 0.242, 0.182, 0.1232, 0.1761, 0.1851, 0.2958, 0.3643, 0.3615, 0.336, 0.4887, 0.4887, 0.397, 0.3769, 0.3455, 0.4593, 0.3481, 0.5445, 0.6205, 0.5407, 0.3836, 0.3666, 0.4004, 0.1571, 0.0245, 0.077, 0.1882, 0.1053, 0.0986, 0.0306, 0.087, 0.087, 0.0548, 0.0834, 0.1146, 0.0294, 0.0906, 0.1702, 0.1336, 0.139, 0.0543, 0.0657, 0.0003, 0.1287, 0.0331, -0.0551, 0.0, -0.0185, 0.0808, 0.0651, 0.0705, 0.1571, 0.1061, 0.0868, 0.0726, 0.0631, 0.0855, 0.0587, 0.0667, -0.0358, -0.0965, -0.1859, -0.1174, -0.1223, -0.1048, -0.1048, -0.0955, -0.0798, -0.0518, -0.0458, 0.0124, 0.1089, 0.2196, 0.257, 0.2281, 0.2389, 0.2544, 0.163, 0.2459, 0.3393, 0.3038, 0.2451, 0.1442, 0.1035, 0.1717, 0.1756, 0.2739, 0.4094, 0.57, 0.4637, 0.5757, 0.4199, 0.4562, 0.4204, 0.5036, 0.363, 0.2992, 0.2291, 0.3571, 0.4949, 0.4632, 0.4632, 0.5391, 0.7467, 0.6491, 0.6359, 0.682, 0.7147, 0.6859, 0.5927, 0.3993, 0.5239, 0.3908, 0.3265, 0.4601, 0.5389, 0.5667, 0.5237, 0.4961, 0.5438, 0.5438, 0.4642, 0.4089, 0.2951, 0.2291, 0.2155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2000656538793599151", "ticker_idx": 0, "ts": "2025-12-15T19:57:43+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very bullish news for $NVO, I see them doing really well into 2026.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NVO into 2026 on Canadian Wegovy approval for MASH treatment.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer Very bullish news for $NVO, I see them doing really well into 2026.", "reply_text": null, "parent_text": "JUST IN: $NVO receives Canadian approval for Wegovy against MASH 🔥\n\nThis makes it the first and only authorized treatment for this serious, progressive liver disease in Canada.\n\nIt’s not an uncommon disease, either. Roughly 5.2% of the Canadian population is currently living https://t.co/FDnfUNaIpA", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.003772062680383992, "ret_signed_m1d": -0.003772062680383992, "alpha_spy_m1d": -0.005285247630946954, "alpha_c_m1d": -0.005285247630946954, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027992874024412084, "ret_signed_p1d": -0.027992874024412084, "alpha_spy_p1d": -0.02526058887918181, "alpha_c_p1d": -0.02526058887918181, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.04506651180103294, "ret_signed_p1w": -0.04506651180103294, "alpha_spy_p1w": -0.05406226886225385, "alpha_c_p1w": -0.05406226886225385, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.18403818839555086, "ret_signed_p1m": 0.18403818839555086, "alpha_spy_p1m": 0.16187072498189137, "alpha_c_p1m": 0.16187072498189137, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.24518556593462715, "ret_signed_p3m": -0.24518556593462715, "alpha_spy_p3m": -0.22652641703742693, "alpha_c_p3m": -0.22652641703742693, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.1316793361232491, "ret_signed_p6m": -0.1316793361232491, "alpha_spy_p6m": -0.22057917797923943, "alpha_c_p6m": -0.22057917797923943, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.24518556593462715, "alpha_spy_stated": -0.22652641703742693, "alpha_c_stated": -0.22652641703742693, "price_path": [0.1554, 0.2279, 0.219, 0.2053, 0.1821, 0.1662, 0.1126, 0.104, 0.1018, 0.1016, 0.1747, 0.1662, 0.1838, 0.1842, 0.1717, 0.1834, 0.165, 0.1302, 0.1416, 0.1249, 0.1261, 0.1136, 0.0794, 0.1066, 0.0876, 0.0598, 0.0568, 0.0514, 0.05, 0.0334, 0.0199, -0.0066, -0.0181, -0.025, -0.0421, -0.0379, -0.0766, -0.0931, -0.0879, -0.0242, -0.0022, -0.024, -0.0419, -0.0379, -0.056, -0.0272, -0.055, -0.0544, -0.1072, -0.0657, -0.033, -0.033, -0.0203, -0.0385, -0.0584, -0.0556, -0.0473, -0.0498, -0.0715, -0.0796, -0.0262, -0.0016, -0.0038, 0.0, -0.028, -0.0516, -0.0548, -0.0453, -0.0451, 0.0246, 0.0435, 0.0435, 0.0403, 0.0218, 0.0169, 0.0101, 0.0101, 0.0401, 0.0941, 0.1169, 0.1231, 0.1384, 0.1676, 0.1884, 0.184, 0.1695, 0.134, 0.2374, 0.2374, 0.2047, 0.1777, 0.2355, 0.2361, 0.2702, 0.2486, 0.1977, 0.1779, 0.1799, 0.1699, -0.0014, -0.0631, -0.1396, -0.0542, -0.0199, -0.0248, -0.0324, -0.0286, -0.0159, -0.0159, -0.0199, -0.0226, -0.0381, -0.0586, -0.2132, -0.2339, -0.2424, -0.2531, -0.2565, -0.2503, -0.2722, -0.2357, -0.2243, -0.2341, -0.2102, -0.2313, -0.2291, -0.2452, -0.2464, -0.2341, -0.237, -0.2565, -0.2638, -0.2748, -0.269, -0.2676, -0.2787, -0.2773, -0.2845, -0.2737, -0.2436, -0.2492, -0.2389, -0.2389, -0.2453, -0.2403, -0.2259, -0.2294, -0.2278, -0.2183, -0.1907, -0.1601, -0.1576, -0.166, -0.1673, -0.1887, -0.1942, -0.2072, -0.1527, -0.1521, -0.1527, -0.1708, -0.1311, -0.0969, -0.0864, -0.0765, -0.0582, -0.0574, -0.0518, -0.045, -0.0327, -0.031, -0.0574, -0.0792, -0.0887, -0.0887, -0.0724, -0.0864, -0.0747, -0.0747, -0.0905, -0.0831, -0.0633, -0.0619, -0.093, -0.1167, -0.1356, -0.0996, -0.1158, -0.1558, -0.1317]}
{"unit_id": "reply:1999798153306910862", "ticker_idx": 0, "ts": "2025-12-13T11:06:48+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market hasn't fully priced in this structural edge.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN: market hasn't priced in the FCF compounding advantage from faster GPU payback vs traditional colo.", "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 The \"velocity of money\" advantage is massive. While traditional colo is stuck in decade-long payouts, $IREN accelerates FCF to compound faster. The market hasn't fully priced in this structural edge.", "reply_text": null, "parent_text": "$IREN One of the most misunderstood parts of the deal is the capital payback profile.\n\nThanks to Dan for clarifying this.\n\nWith IREN, the GPUs pay themselves back in roughly three years. On top of that, the remaining two years of the Microsoft contract effectively pay off the https://t.co/lM4iAxvgaC", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.13105979667061218, "ret_signed_m1d": 0.13105979667061218, "alpha_spy_m1d": 0.12954661172004922, "alpha_c_m1d": 0.1317872358739679, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0007274392033557175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03128524872245819, "ret_signed_p1d": 0.03128524872245819, "alpha_spy_p1d": 0.034017533867688465, "alpha_c_p1d": 0.037650131103403206, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.006364882380945014, "ret_p1w": 0.1848929384985425, "ret_signed_p1w": 0.1848929384985425, "alpha_spy_p1w": 0.17589718143732158, "alpha_c_p1w": 0.17537584297510223, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.009517095523440267, "ret_p1m": 0.4935175412103965, "ret_signed_p1m": 0.4935175412103965, "alpha_spy_p1m": 0.471350077796737, "alpha_c_p1m": 0.5038915544980986, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": -0.010374013287702155, "ret_p3m": 0.16600900410488517, "ret_signed_p3m": 0.16600900410488517, "alpha_spy_p3m": 0.1846681530020854, "alpha_c_p3m": 0.27492589206941764, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.10891688796453247, "ret_p6m": 0.5225479468638898, "ret_signed_p6m": 0.5225479468638898, "alpha_spy_p6m": 0.4336481050078995, "alpha_c_p6m": 0.5603011287082431, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.03775318184435328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4935175412103965, "alpha_spy_stated": 0.471350077796737, "alpha_c_stated": 0.5038915544980986, "price_path": [0.0682, 0.0237, 0.0891, 0.1809, 0.1773, 0.3286, 0.3047, 0.1798, 0.2945, 0.3227, 0.3269, 0.3253, 0.4222, 0.6277, 0.7384, 0.6936, 0.7996, 0.6846, 0.8078, 0.9605, 0.916, 0.7427, 0.7114, 0.6691, 0.5557, 0.4608, 0.5744, 0.7728, 0.8317, 0.7593, 0.7029, 0.6409, 0.7122, 0.9095, 0.878, 1.1536, 0.8873, 0.7582, 0.6959, 0.6172, 0.5699, 0.3712, 0.3069, 0.3362, 0.3768, 0.2917, 0.2252, 0.1911, 0.3667, 0.3379, 0.3656, 0.3656, 0.3475, 0.3667, 0.159, 0.239, 0.3092, 0.2601, 0.3061, 0.3202, 0.2379, 0.2384, 0.1311, 0.0, 0.0313, -0.0479, 0.009, 0.1251, 0.1849, 0.1857, 0.1832, 0.1832, 0.1359, 0.1108, 0.0795, 0.0645, 0.0645, 0.2035, 0.3596, 0.294, 0.2296, 0.2875, 0.2974, 0.4185, 0.4935, 0.4904, 0.4625, 0.6297, 0.6297, 0.5293, 0.5073, 0.4729, 0.5975, 0.4758, 0.6908, 0.774, 0.6866, 0.5147, 0.4961, 0.533, 0.2666, 0.1215, 0.179, 0.3007, 0.21, 0.2026, 0.1282, 0.19, 0.19, 0.1547, 0.186, 0.2201, 0.1268, 0.1939, 0.281, 0.241, 0.2469, 0.1542, 0.1666, 0.095, 0.2356, 0.1309, 0.0344, 0.0947, 0.0744, 0.1832, 0.166, 0.1719, 0.2666, 0.2108, 0.1897, 0.1742, 0.1638, 0.1883, 0.159, 0.1677, 0.0555, -0.011, -0.1088, -0.0338, -0.0392, -0.02, -0.02, -0.0099, 0.0073, 0.038, 0.0445, 0.1082, 0.2139, 0.3351, 0.376, 0.3444, 0.3563, 0.3732, 0.2731, 0.3639, 0.4662, 0.4273, 0.363, 0.2525, 0.208, 0.2827, 0.2869, 0.3946, 0.5428, 0.7187, 0.6023, 0.7249, 0.5544, 0.5941, 0.555, 0.646, 0.4921, 0.4222, 0.3455, 0.4856, 0.6364, 0.6017, 0.6017, 0.6849, 0.9121, 0.8052, 0.7909, 0.8413, 0.8771, 0.8455, 0.7435, 0.5318, 0.6683, 0.5225]}
{"unit_id": "quote:1986545426137325768", "ticker_idx": 0, "ts": "2025-11-06T21:25:12+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Revenue exploded 173% YoY driven by a >4x ramp in SiCore battery shipments. They landed record UAS purchase orders, grew backlog 83%, and expanded gross margin to 15%. Execution is on point.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish AMPX on massive double beat: 173% revenue growth, record orders, 83% backlog growth, 15% gross margin — durable execution verdict.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX just reported a massive double beat sending the stock +8% 📈\n\nRevenue exploded 173% YoY driven by a &gt;4x ramp in SiCore battery shipments. They landed record UAS purchase orders, grew backlog 83%, and expanded gross margin to 15%. Execution is on point. https://t.co/MdSABqVmU3", "reply_text": null, "parent_text": null, "quoted_text": "$AMPX will report earnings tonight. \n\nInvestors are watching the SiCore manufacturing ramp &amp; capacity utilization, new purchase order momentum for UAS/LEV, and their progress toward achieving positive gross margin.\n\nEPS est. 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{"unit_id": "thread:1986806599977976034", "ticker_idx": 0, "ts": "2025-11-07T14:43:01+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As $IREN dipped below $60 today, I decided to open a position. With the recent $MSFT deal and decent earnings, I think it's time for the stock to jump higher.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Opened long IREN below $60; bullish on 3GW secured power pipeline, $9.7B MSFT contract, and AI infrastructure pivot with neutral-case target $126.96.", "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": "As $IREN dipped below $60 today, I decided to open a position. With the recent $MSFT deal and decent earnings, I think it's time for the stock to jump higher. \n\nHere is the full thesis 🧵 https://t.co/HKjXcrmgsX\n\n---\n\n2/8 We are currently in the midst of a new \"Datacenter Wave,\" an industry shift defined by one critical bottleneck: POWER. \n\nThe AI revolution is demanding massive amounts of compute, creating a market where the revenue per megawatt can be 5 to 10 times higher than that of traditional data centers. \n\nThis has created two main groups of companies: the AI \"Pure-Plays\" like $NBIS, and the \"Hybrid & Pivoting Players\" like $IREN and $CIFR, which are leveraging their existing power assets to capture this new, high-margin demand.\n\n---\n\n3/8 So, how does $IREN stand out in this crowded field? \n\nFirst, it has a \"Secured Power Advantage,\" as it isn't just looking for power; it has already secured it—a massive 3GW pipeline that is the \"new moat\" in this industry. \n\nSecond, in a game this expensive, $IREN has a strong history of low debt and a solid cash position, allowing it to fund growth without desperation. \n\nFinally, it benefits from vertical integration, building and running its own data centers to control costs and quality from the ground up.\n\n---\n\n4/8 Let's talk numbers. The market has valued $IREN at $18.35B against $501.1M in revenues. \n\nLike all major players in this build-out phase, its Free Cash Flow is currently negative. This is critical to understand: they are in a high-growth, high-CAPEX cycle, spending billions to build the infrastructure that is expected to generate massive cash flow for the next decade.\n\n---\n\n5/8 The future opportunity is immense, and $IREN already has its validation: a landmark $9.7 BILLION AI Cloud contract with $MSFT. \n\nThis single deal anchors their entire strategy and paves the way for their goal of hitting $3.4 Billion in Annualized Run-Rate (ARR) revenue by 2026, all while deploying 140,000 GPUs. This is the \"pivot to AI\" in action, securing stable, long-term revenue streams.\n\n---\n\n6/8 But every high-growth story has risks. \n\nFirst is execution risk: $IREN must successfully build out its massive 3GW pipeline and deploy those 140k GPUs. \n\nSecond is capital intensity: this business is expensive, and future growth will require billions in capital. Finally, the secret is out, and the AI hosting market is getting crowded with other giants.\n\n---\n\n7/8 I've modeled three potential outcomes for $IREN. \n\nThe Bear Case ($44.58): assumes $IREN only builds out its 2026 target (460MW) and fails to secure new major contracts. \n\nThe Neutral Case ($126.96): is a realistic middle ground where $IREN successfully builds out half of its 3GW pipeline (1.5GW). \n\nThe Bull Case ($259.22): assumes flawless execution, with $IREN deploying its entire 3GW of secured power.\n\n---\n\nIn conclusion, $IREN appears to be a \"Hybrid Pivoting Player\" with all the right ingredients: 3GW of secured power, a $9.7B anchor contract from a hyperscaler, and a strong balance sheet to fund the build-out. The opportunity is to transform from a miner into a core infrastructure provider for the entire AI industry.\n\n(This is not financial advice and is for informational purposes only. Please do your own research.)", "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": -0.051032346298330644, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.25808362264170726, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014308194660788143, "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:2029305075181707264", "ticker_idx": 0, "ts": "2026-03-04T21:16:47+00:00", "symbol": "RGTI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rigetti is proving its tech works. They achieved near-perfect accuracy with their quantum bits and are successfully linking smaller chips together, a vital step for building massive, reliable quantum computers.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RGTI: tech validated, real commercial demand materializing, $590M cash runway; stock dip reflects Wall Street impatience not fundamentals.", "resolved_tickers": ["RGTI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$RGTI latest report highlights steady technological strides, despite the market’s mild 3% dip. \n\nThe big story is that Rigetti is proving its tech works. They achieved near-perfect accuracy with their quantum bits and are successfully linking smaller chips together, a vital step for building massive, reliable quantum computers.\n\nCommercially, real demand is materializing. Research labs in India, Japan, and the US are placing multi-million dollar orders to own Rigetti hardware. While current revenue is small, they hold a massive $590 million cash runway to fund operations. \n\nThe stock's slight drop likely reflects Wall Street's impatience with the long timeline before these scientific wins become major profits.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.046552795963029636, "ret_signed_m1d": 0.046552795963029636, "alpha_spy_m1d": 0.040946043687906775, "alpha_c_m1d": 0.04897824197754219, "bench_spy_m1d": 0.0056067522751228616, "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": 0.0023571548111886997, "ret_signed_p1d": 0.0023571548111886997, "alpha_spy_p1d": 0.015464283541608559, "alpha_c_p1d": 0.02297355505124543, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.02061640024005673, "ret_p1w": -0.05303474690314347, "ret_signed_p1w": -0.05303474690314347, "alpha_spy_p1w": -0.030651327363348413, "alpha_c_p1w": -0.03634196497286901, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.01669278193027446, "ret_p1m": -0.16381849413414407, "ret_signed_p1m": -0.16381849413414407, "alpha_spy_p1m": -0.1290487947147858, "alpha_c_p1m": -0.13513465977329508, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.02868383436084898, "ret_p3m": 0.5839717294280302, "ret_signed_p3m": 0.5839717294280302, "alpha_spy_p3m": 0.4660600764614544, "alpha_c_p3m": 0.16824572146251104, "bench_spy_p3m": 0.1179116529665758, "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": -0.16381849413414407, "alpha_spy_stated": -0.1290487947147858, "alpha_c_stated": -0.13513465977329508, "price_path": [0.6653, 0.6629, 0.5392, 0.584, 0.5227, 0.3866, 0.4119, 0.3241, 0.3447, 0.4001, 0.584, 0.4797, 0.4443, 0.4443, 0.3188, 0.3123, 0.3206, 0.3052, 0.3052, 0.3907, 0.4738, 0.4956, 0.4856, 0.4879, 0.4567, 0.5044, 0.442, 0.5156, 0.4555, 0.5097, 0.5097, 0.4726, 0.3948, 0.4708, 0.3819, 0.2823, 0.3147, 0.297, 0.1697, 0.0707, 0.0436, 0.0731, 0.013, -0.1176, 0.0436, 0.0365, 0.0, -0.0318, -0.1167, -0.0519, -0.0519, -0.0813, -0.0466, -0.0218, -0.0619, -0.056, -0.0289, 0.0389, 0.0984, 0.0265, 0.0424, -0.0006, 0.0466, 0.0, 0.0024, 0.0371, 0.0012, -0.0018, -0.053, -0.0471, -0.0489, -0.0442, -0.0766, -0.0919, -0.1232, -0.0642, -0.0807, -0.1078, -0.1509, -0.2151, -0.2398, -0.1727, -0.2045, -0.1638, -0.1638, -0.1632, -0.1844, -0.1438, -0.1567, -0.1349, -0.1084, -0.0059, 0.1261, 0.1461, 0.1674, 0.1573, 0.0754, 0.0831, -0.0065, -0.0212, -0.0035, -0.0342, -0.0524, 0.0283, 0.0312, 0.043, 0.0766, 0.1839, 0.0807, 0.1161, 0.2086, 0.1237, 0.0852, 0.1355, 0.0519, -0.0206, -0.0595, -0.0053, 0.2988, 0.5569, 0.5569, 0.477, 0.4508, 0.5928, 0.505, 0.5103, 0.584, 0.4199, 0.4237, 0.2186, 0.2826, 0.1603, 0.1458, 0.2157, 0.2363, 0.3377, 0.2163, 0.193, 0.2587, 0.2587, 0.2599, 0.254, 0.1509, 0.0849, 0.0819, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1987184090534347125", "ticker_idx": 0, "ts": "2025-11-08T15:43:01+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 just did not buy enough $PLTR", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Regrets not buying more PLTR; implies continued bullish stance on a held position.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "I just did not buy enough $PLTR https://t.co/1gRbmwWBlL", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0809875930227747, "ret_signed_m1d": -0.0809875930227747, "alpha_spy_m1d": -0.06562306674464924, "alpha_c_m1d": -0.06562306674464924, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.015364526278125457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013687277971852319, "ret_signed_p1d": -0.013687277971852319, "alpha_spy_p1d": -0.01597654551641614, "alpha_c_p1d": -0.01597654551641614, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.002289267544563822, "ret_p1w": -0.11548990516947533, "ret_signed_p1w": -0.11548990516947533, "alpha_spy_p1w": -0.09234779357416223, "alpha_c_p1w": -0.09234779357416223, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.023142111595313097, "ret_p1m": -0.060792336322277984, "ret_signed_p1m": -0.060792336322277984, "alpha_spy_p1m": -0.06314030535029169, "alpha_c_p1m": -0.06314030535029169, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": 0.0023479690280137078, "ret_p3m": -0.3284954594443361, "ret_signed_p3m": -0.3284954594443361, "alpha_spy_p3m": -0.32582806403638154, "alpha_c_p3m": -0.32582806403638154, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": -0.002667395407954576, "ret_p6m": -0.2980217796929091, "ret_signed_p6m": -0.2980217796929091, "alpha_spy_p6m": -0.3661880194041195, "alpha_c_p6m": -0.3661880194041195, "bench_spy_p6m": 0.06816623971121039, "bench_c_p6m": 0.06816623971121039, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.060792336322277984, "alpha_spy_stated": -0.06314030535029169, "alpha_c_stated": -0.06314030535029169, "price_path": [-0.0477, -0.065, -0.0849, -0.1011, -0.1852, -0.1942, -0.1933, -0.1801, -0.1882, -0.1691, -0.1905, -0.1833, -0.1906, -0.1906, -0.1886, -0.1999, -0.1935, -0.2092, -0.1937, -0.1614, -0.1388, -0.1511, -0.1146, -0.1157, -0.1206, -0.1306, -0.0859, -0.058, -0.0738, -0.0571, -0.0726, -0.0748, -0.0828, -0.0762, -0.0578, -0.0447, -0.0339, -0.1061, -0.0727, -0.0591, -0.0519, -0.042, -0.0938, -0.0847, -0.0716, -0.0723, -0.08, -0.0799, -0.0621, -0.0625, -0.0936, -0.0678, -0.0464, -0.0229, -0.0207, 0.0269, 0.0049, 0.0354, 0.0701, -0.0148, -0.0295, -0.0959, -0.081, 0.0, -0.0137, -0.0488, -0.1109, -0.1012, -0.1155, -0.1357, -0.1456, -0.1956, -0.2002, -0.162, -0.1553, -0.1438, -0.1438, -0.13, -0.1349, -0.1184, -0.0905, -0.081, -0.0612, -0.0626, -0.0608, -0.0294, -0.0314, -0.0519, -0.0535, -0.0303, -0.0843, -0.0409, -0.0012, 0.0019, 0.0027, 0.0029, 0.0029, -0.0253, -0.0487, -0.066, -0.0819, -0.0819, -0.133, -0.1011, -0.0718, -0.0616, -0.0865, -0.0833, -0.0733, -0.0757, -0.0786, -0.0854, -0.117, -0.117, -0.1295, -0.1461, -0.1431, -0.124, -0.135, -0.1442, -0.1873, -0.2156, -0.2429, -0.2368, -0.1845, -0.2793, -0.3285, -0.2981, -0.2619, -0.2794, -0.2992, -0.333, -0.3213, -0.3213, -0.3129, -0.3008, -0.3033, -0.3015, -0.3254, -0.3345, -0.3069, -0.2979, -0.2914, -0.2502, -0.2396, -0.2088, -0.2115, -0.1883, -0.192, -0.2194, -0.217, -0.2072, -0.2203, -0.2112, -0.199, -0.2109, -0.1959, -0.2217, -0.1693, -0.2006, -0.1996, -0.2378, -0.2611, -0.2896, -0.2445, -0.2434, -0.2332, -0.2332, -0.2359, -0.2249, -0.273, -0.326, -0.3386, -0.3163, -0.2991, -0.2658, -0.2626, -0.2439, -0.2465, -0.2461, -0.2117, -0.2688, -0.2609, -0.2609, -0.2708, -0.2874, -0.2815, -0.2559, -0.2458, -0.298]}
{"unit_id": "reply:1983987311403741534", "ticker_idx": 0, "ts": "2025-10-30T20:00:10+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still bullish on the long-term on $HIMS", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Remains long-term bullish on HIMS despite near-term uncertainty.", "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": "@adudetrading Still bullish on the long-term on $HIMS", "reply_text": null, "parent_text": "Next 3-6 months will be the ultimate test for the few $HIMS bulls left", "quoted_text": null, "parent_author": "adudetrading", "ret_m1d": -0.03079625471571612, "ret_signed_m1d": -0.03079625471571612, "alpha_spy_m1d": -0.027526937466526236, "alpha_c_m1d": -0.027526937466526236, "bench_spy_m1d": -0.0032693172491898848, "bench_c_m1d": -0.0032693172491898848, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023537169299893135, "ret_signed_p1d": -0.023537169299893135, "alpha_spy_p1d": -0.025413999572576174, "alpha_c_p1d": -0.025413999572576174, "bench_spy_p1d": 0.0018768302726830388, "bench_c_p1d": 0.0018768302726830388, "ret_p1w": -0.09744831487884686, "ret_signed_p1w": -0.09744831487884686, "alpha_spy_p1w": -0.08118879854362937, "alpha_c_p1w": -0.08118879854362937, "bench_spy_p1w": -0.016259516335217494, "bench_c_p1w": -0.016259516335217494, "ret_p1m": -0.17487903482283307, "ret_signed_p1m": -0.17487903482283307, "alpha_spy_p1m": -0.17225466650826837, "alpha_c_p1m": -0.17225466650826837, "bench_spy_p1m": -0.0026243683145646957, "bench_c_p1m": -0.0026243683145646957, "ret_p3m": -0.3693356653391028, "ret_signed_p3m": -0.3693356653391028, "alpha_spy_p3m": -0.39193621710067605, "alpha_c_p3m": -0.39193621710067605, "bench_spy_p3m": 0.022600551761573273, "bench_c_p3m": 0.022600551761573273, "ret_p6m": -0.35349758069645665, "ret_signed_p6m": -0.35349758069645665, "alpha_spy_p6m": -0.4080121871476783, "alpha_c_p6m": -0.4080121871476783, "bench_spy_p6m": 0.05451460645122164, "bench_c_p6m": 0.05451460645122164, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17487903482283307, "alpha_spy_stated": -0.17225466650826837, "alpha_c_stated": -0.17225466650826837, "price_path": [0.2213, 0.1247, 0.123, 0.1425, 0.0994, 0.055, 0.0631, 0.0367, 0.0123, -0.0079, -0.0722, -0.0458, -0.033, -0.0196, -0.0543, -0.0024, -0.0319, -0.0295, -0.0684, -0.0684, -0.0864, -0.022, 0.0583, 0.0649, 0.0919, 0.0513, 0.051, 0.1386, 0.2209, 0.187, 0.1194, 0.1076, 0.2363, 0.2719, 0.2692, 0.2319, 0.1714, 0.207, 0.2846, 0.3005, 0.2477, 0.2387, 0.273, 0.1557, 0.2046, 0.2752, 0.2796, 0.2813, 0.1868, 0.2039, 0.1883, 0.3806, 0.3011, 0.095, 0.1298, 0.0858, 0.044, 0.0667, 0.073, 0.0609, 0.0365, 0.0257, -0.0308, 0.0, -0.0235, -0.0587, -0.0381, -0.0867, -0.0974, -0.097, -0.1256, -0.1417, -0.207, -0.1865, -0.2173, -0.2024, -0.2118, -0.2604, -0.2365, -0.1689, -0.1841, -0.1553, -0.1553, -0.1254, -0.1749, -0.2013, -0.1846, -0.1197, -0.1377, -0.1395, -0.1241, -0.1667, -0.1692, -0.1815, -0.2026, -0.1892, -0.2308, -0.2352, -0.2178, -0.229, -0.2345, -0.2374, -0.2374, -0.2453, -0.2499, -0.2732, -0.2857, -0.2857, -0.2651, -0.2365, -0.22, -0.22, -0.2549, -0.3029, -0.2886, -0.2917, -0.311, -0.313, -0.3097, -0.3097, -0.3297, -0.3645, -0.3286, -0.3484, -0.3339, -0.3471, -0.3693, -0.3429, -0.4041, -0.4184, -0.4382, -0.4633, -0.4835, -0.4936, -0.5748, -0.6208, -0.6329, -0.6524, -0.6414, -0.6414, -0.6421, -0.6516, -0.652, -0.6562, -0.6588, -0.6599, -0.652, -0.6568, -0.6806, -0.6375, -0.652, -0.6381, -0.6507, -0.6538, -0.5125, -0.4837, -0.4307, -0.4756, -0.4551, -0.4527, -0.4505, -0.4908, -0.4685, -0.5156, -0.5059, -0.5306, -0.5416, -0.5411, -0.5737, -0.5869, -0.5433, -0.5636, -0.579, -0.579, -0.5528, -0.5711, -0.5735, -0.5656, -0.5726, -0.5348, -0.5301, -0.4657, -0.4063, -0.366, -0.3179, -0.3454, -0.3619, -0.3808, -0.3278, -0.3535]}
{"unit_id": "orig:2011718470434685125", "ticker_idx": 0, "ts": "2026-01-15T08:33:53+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Management guided Q1 margins even higher to 65% and set a massive $52B+ capex budget, signaling confidence in the long-term AI semiconductor cycle", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish TSM: Q4 double beat, rising margins, $52B+ capex signals durable AI semi cycle confidence.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TSM reported a massive Q4 double beat 🟢 \n\nRevenue jumped 25.5% to $33.7B, driven by 3nm demand. Management guided Q1 margins even higher to 65% and set a massive $52B+ capex budget, signaling confidence in the long-term AI semiconductor cycle.\n\nStock up 2.5% overnight📈 https://t.co/E4BvqkGnbS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0425302420097039, "ret_signed_m1d": -0.0425302420097039, "alpha_spy_m1d": -0.03981442934803725, "alpha_c_m1d": -0.022197764312032353, "bench_spy_m1d": -0.00271581266166665, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022245024432265836, "ret_signed_p1d": 0.0022245024432265836, "alpha_spy_p1d": 0.0030624076323886307, "alpha_c_p1d": -0.007815635165713708, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": -0.041769197298955674, "ret_signed_p1w": -0.041769197298955674, "alpha_spy_p1w": -0.03705989180916536, "alpha_c_p1w": -0.0579393332765864, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.07235680175180348, "ret_signed_p1m": 0.07235680175180348, "alpha_spy_p1m": 0.08751053825229371, "alpha_c_p1m": 0.04382574185394539, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.11509319744908164, "ret_signed_p3m": 0.11509319744908164, "alpha_spy_p3m": 0.10914640181374069, "alpha_c_p3m": -0.025140388546074588, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.11509319744908164, "alpha_spy_stated": 0.10914640181374069, "alpha_c_stated": -0.025140388546074588, "price_path": [-0.131, -0.1403, -0.1567, -0.1513, -0.139, -0.1294, -0.1198, -0.1094, -0.1148, -0.123, -0.1101, -0.1416, -0.1428, -0.1557, -0.1637, -0.1381, -0.15, -0.1516, -0.1762, -0.1686, -0.1768, -0.1887, -0.1757, -0.1899, -0.1971, -0.1691, -0.169, -0.1536, -0.1536, -0.149, -0.1602, -0.1473, -0.1375, -0.1449, -0.1397, -0.1188, -0.1143, -0.0946, -0.1077, -0.1452, -0.1578, -0.1603, -0.1893, -0.1667, -0.1542, -0.1416, -0.1308, -0.1254, -0.1254, -0.1136, -0.1192, -0.1231, -0.1105, -0.1105, -0.0645, -0.0568, -0.0416, -0.0672, -0.0692, -0.0527, -0.0289, -0.0305, -0.0425, 0.0, 0.0022, 0.0022, -0.0424, -0.0454, -0.0418, -0.0198, -0.0261, -0.0097, 0.0019, -0.0061, -0.0324, -0.0008, -0.0172, -0.0465, -0.0319, 0.0211, 0.0403, 0.0593, 0.095, 0.0774, 0.0724, 0.0724, 0.066, 0.0604, 0.0549, 0.0846, 0.0831, 0.1291, 0.1349, 0.1029, 0.0964, 0.0804, 0.0336, 0.0462, 0.0358, -0.008, 0.0207, 0.016, 0.0378, -0.0144, -0.0097, -0.0041, 0.0156, -0.0033, -0.0055, -0.0336, -0.0065, 0.0075, 0.0208, -0.0428, -0.0409, -0.071, -0.008, 0.0024, -0.0048, -0.0048, 0.0032, 0.0136, 0.074, 0.0728, 0.0878, 0.0848, 0.1151, 0.101, 0.0665, 0.0875, 0.075, 0.0804, 0.1373, 0.1232, 0.1813, 0.1887, 0.1516, 0.156, 0.1626, 0.1673, 0.1788, 0.1577, 0.2314, 0.2157, 0.2084, 0.1874, 0.1661, 0.1735, 0.2261, 0.1869, 0.1622, 0.1524, 0.1789, 0.1951, 0.1874, 0.1874, 0.2103, 0.2408, 0.2471, 0.2283, 0.2787, 0.3112, 0.2818, 0.306, 0.2187, 0.2528, 0.2561, 0.1998, 0.2389, 0.2473, 0.2987, 0.2529, 0.2715, 0.3596, 0.3596, 0.376, 0.2839, 0.297, 0.2798, 0.2721, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2027436776667942921", "ticker_idx": 0, "ts": "2026-02-27T17:32:50+00:00", "symbol": "AAOI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hitting a $378M monthly revenue run rate by mid-2027 would be a historic scale-up. Execution on margins will be the next metric to watch, but the demand signals here are undeniable.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish AAOI on undeniable demand signals and historic revenue scale-up toward 800G/1.6T transceivers by mid-2027.", "resolved_tickers": ["AAOI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "The anticipated $AAOI shift toward 800G and 1.6T transceivers highlights the sheer velocity of current data center upgrade cycles. \n\nHitting a $378M monthly revenue run rate by mid-2027 would be a historic scale-up. \n\nExecution on margins will be the next metric to watch, but the demand signals here are undeniable.", "reply_text": null, "parent_text": null, "quoted_text": "Holy $AAOI …\n\nJust putting it out there they’re projecting $378 million in monthly revenue for transceivers. \n\nAt a $5.5B MC.\n\nThis is the definition of extreme scale up. \n\nAlthough margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by https://t.co/DGX3nIDZva", "parent_author": null, "ret_m1d": -0.3625786953944201, "ret_signed_m1d": -0.3625786953944201, "alpha_spy_m1d": -0.36740380614951373, "alpha_c_m1d": -0.36740380614951373, "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": 0.21702478987010654, "ret_signed_p1d": 0.21702478987010654, "alpha_spy_p1d": 0.2164561774373961, "alpha_c_p1d": 0.2164561774373961, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.0005686124327104469, "ret_p1w": 0.1347500655559073, "ret_signed_p1w": 0.1347500655559073, "alpha_spy_p1w": 0.15458996139705794, "alpha_c_p1w": 0.15458996139705794, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.019839895841150645, "ret_p1m": 0.011397353035883961, "ret_signed_p1m": 0.011397353035883961, "alpha_spy_p1m": 0.0876288971706114, "alpha_c_p1m": 0.0876288971706114, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": 1.1349874707828982, "ret_signed_p3m": 1.1349874707828982, "alpha_spy_p3m": 1.0380187913367482, "alpha_c_p3m": 1.0380187913367482, "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": 63, "stated_label": "p3m", "ret_signed_stated": 1.1349874707828982, "alpha_spy_stated": 1.0380187913367482, "alpha_c_stated": 1.0380187913367482, "price_path": [-0.6911, -0.6955, -0.6885, -0.6843, -0.6695, -0.6393, -0.5847, -0.5688, -0.6194, -0.645, -0.6562, -0.6778, -0.6527, -0.6282, -0.5359, -0.5175, -0.5132, -0.5132, -0.5587, -0.5637, -0.5724, -0.5861, -0.5861, -0.5299, -0.5846, -0.5416, -0.5482, -0.6081, -0.5959, -0.5997, -0.5942, -0.5908, -0.5607, -0.5603, -0.5603, -0.5339, -0.5443, -0.5471, -0.5759, -0.5858, -0.5561, -0.463, -0.5302, -0.4823, -0.4757, -0.4525, -0.5263, -0.5473, -0.4741, -0.4312, -0.4243, -0.4254, -0.4777, -0.4722, -0.4722, -0.4787, -0.4843, -0.4422, -0.3864, -0.3594, -0.3319, -0.31, -0.3626, 0.0, 0.217, 0.1319, 0.1838, 0.2008, 0.1348, 0.3133, 0.4305, 0.5079, 0.2607, 0.1494, 0.1168, 0.0249, 0.0997, 0.21, 0.0393, 0.1369, 0.3522, 0.3583, 0.1566, 0.166, 0.0114, 0.0043, 0.0252, 0.2336, 0.2336, 0.2757, 0.3967, 0.5754, 0.5826, 0.788, 0.8187, 0.738, 0.6924, 0.8677, 0.8927, 0.9408, 0.7876, 0.774, 0.6352, 0.9253, 0.7307, 0.6296, 0.8144, 0.9513, 1.1787, 1.0537, 1.1438, 1.1197, 0.8705, 0.7683, 1.1952, 1.2353, 1.6487, 1.4168, 1.26, 1.057, 1.0341, 0.962, 1.0991, 1.1547, 1.1547, 1.1087, 1.135, 1.0066, 0.8807, 1.2043, 1.4026, 1.1853, 1.4088, 1.1014, 1.3346, 0.9338, 1.0792, 1.0513, 1.007, 1.2741, 1.0279, 0.9867, 0.9215, 0.9215, 1.0329, 0.7504, 0.7449, 0.6448, 0.6109, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2021308649650434388", "ticker_idx": 0, "ts": "2026-02-10T19:41:50+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've bought my first shares mid 25'. Still adding when I can.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds and is adding AMPX; views it as a great alternative to ONDS in the drone industry.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@asym_investor Yes, I’ve bought my first shares mid 25’. Still adding when I can. Great alternative to $ONDS in the drone industry imo.", "reply_text": null, "parent_text": "@Kaizen_Investor Really been thinking about starting a $AMPX position myself. That institutional accumulation is hard to ignore.", "quoted_text": null, "parent_author": "asym_investor", "ret_m1d": 0.08138524371084821, "ret_signed_m1d": 0.08138524371084821, "alpha_spy_m1d": 0.07874112482523454, "alpha_c_m1d": 0.08259291341900443, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": -0.0012076697081562227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.038095283704893346, "ret_signed_p1d": -0.038095283704893346, "alpha_spy_p1d": -0.03786416156122885, "alpha_c_p1d": -0.043442741446376276, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053474577414829305, "ret_p1w": -0.1541125284481869, "ret_signed_p1w": -0.1541125284481869, "alpha_spy_p1w": -0.1407188805393237, "alpha_c_p1w": -0.16084000373669094, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.006727475288504037, "ret_p1m": 0.6095237961554623, "ret_signed_p1m": 0.6095237961554623, "alpha_spy_p1m": 0.6323376883073273, "alpha_c_p1m": 0.634939281017827, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.02541548486236478, "ret_p3m": 0.4458874880656538, "ret_signed_p3m": 0.4458874880656538, "alpha_spy_p3m": 0.3772368530781762, "alpha_c_p3m": 0.44717171761215935, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012842295465055331, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6095237961554623, "alpha_spy_stated": 0.6323376883073273, "alpha_c_stated": 0.634939281017827, "price_path": [0.0147, -0.0225, -0.097, -0.0762, -0.0641, -0.1082, -0.1247, -0.0649, -0.071, -0.0641, -0.0641, -0.0199, -0.0814, -0.0597, -0.0026, 0.058, 0.0545, 0.0216, 0.013, -0.0442, -0.0095, -0.0554, -0.1299, -0.11, -0.2398, -0.2078, -0.1905, -0.2147, -0.245, -0.2615, -0.2615, -0.284, -0.3143, -0.3221, -0.3169, -0.3169, -0.2433, -0.2026, -0.2043, -0.2294, -0.2, -0.1792, -0.1333, -0.1628, -0.103, -0.1212, -0.0476, -0.0476, -0.0329, -0.0242, 0.0346, -0.0329, -0.0563, 0.0026, 0.0372, 0.1758, 0.0771, 0.1385, 0.271, 0.0736, -0.084, 0.0597, 0.0814, 0.0, -0.0381, -0.1177, -0.1368, -0.1368, -0.1541, -0.142, -0.1039, -0.1758, -0.1169, -0.0649, -0.0424, -0.0026, -0.071, 0.0035, 0.0069, 0.0866, 0.2892, 0.4139, 0.5342, 0.5584, 0.6095, 0.5835, 0.5541, 0.6182, 0.6779, 0.6364, 0.6545, 0.5758, 0.6173, 0.5377, 0.5524, 0.4857, 0.3957, 0.2745, 0.4597, 0.3437, 0.3853, 0.3853, 0.5203, 0.4459, 0.4649, 0.3983, 0.4909, 0.5922, 0.5489, 0.5844, 0.6563, 0.6165, 0.6978, 0.8554, 0.9645, 0.8814, 0.7887, 0.8545, 0.7048, 0.761, 0.8234, 0.8069, 0.7645, 0.8528, 0.9212, 0.3948, 0.4459, 0.5307, 0.6303, 0.5169, 0.5472, 0.4589, 0.374, 0.3403, 0.3048, 0.3247, 0.3879, 0.3879, 0.5437, 0.4857, 0.8052, 0.7558, 0.8831, 0.9835, 0.8823, 0.9515, 0.7048, 0.6303, 0.5082, 0.4225, 0.4805, 0.4121, 0.4563, 0.3411, 0.2987, 0.4, 0.4, 0.355, 0.2225, 0.084, 0.0874, 0.1177, null, null, null, null, null, null, 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:2021308649650434388", "ticker_idx": 1, "ts": "2026-02-10T19:41:50+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great alternative to $ONDS in the drone industry imo", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds and is adding AMPX; views it as a great alternative to ONDS in the drone industry.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@asym_investor Yes, I’ve bought my first shares mid 25’. Still adding when I can. Great alternative to $ONDS in the drone industry imo.", "reply_text": null, "parent_text": "@Kaizen_Investor Really been thinking about starting a $AMPX position myself. That institutional accumulation is hard to ignore.", "quoted_text": null, "parent_author": "asym_investor", "ret_m1d": 0.06818180026907794, "ret_signed_m1d": 0.06818180026907794, "alpha_spy_m1d": 0.06553768138346427, "alpha_c_m1d": 0.06553768138346427, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04648768065625397, "ret_signed_p1d": -0.04648768065625397, "alpha_spy_p1d": -0.046256558512589474, "alpha_c_p1d": -0.046256558512589474, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.03822312746842038, "ret_signed_p1w": 0.03822312746842038, "alpha_spy_p1w": 0.0516167753772836, "alpha_c_p1w": 0.0516167753772836, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.015495827872037404, "ret_signed_p1m": 0.015495827872037404, "alpha_spy_p1m": 0.03830972002390243, "alpha_c_p1m": 0.03830972002390243, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": -0.06404957293519664, "ret_signed_p3m": -0.06404957293519664, "alpha_spy_p3m": -0.13270020792267423, "alpha_c_p3m": -0.13270020792267423, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": 0.06865063498747759, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.015495827872037404, "alpha_spy_stated": 0.03830972002390243, "alpha_c_stated": 0.03830972002390243, "price_path": [-0.3223, -0.2583, -0.3538, -0.1901, -0.2252, -0.3523, -0.3042, -0.0992, -0.1281, -0.1488, -0.1488, -0.1839, -0.2169, -0.1663, -0.0785, -0.0506, -0.063, -0.0682, -0.0465, -0.14, -0.0682, -0.0961, -0.2056, -0.1643, -0.2386, -0.1942, -0.0475, -0.0424, -0.0744, -0.0568, -0.0568, -0.124, -0.126, -0.0713, 0.0083, 0.0083, 0.1384, 0.2944, 0.3264, 0.2583, 0.4473, 0.4143, 0.3626, 0.4349, 0.4008, 0.3244, 0.2562, 0.2562, 0.3564, 0.2965, 0.3037, 0.2572, 0.1529, 0.2665, 0.2676, 0.1643, 0.0702, 0.0992, 0.1756, 0.0, -0.124, 0.001, 0.0682, 0.0, -0.0465, -0.0733, -0.0382, -0.0382, 0.0382, 0.1436, 0.1767, 0.0362, 0.0527, 0.0744, 0.064, 0.0795, 0.0413, 0.1023, 0.0351, 0.0857, 0.0837, 0.0155, 0.0041, 0.0341, 0.0155, 0.0671, 0.0496, 0.0878, 0.1653, 0.1188, 0.1105, 0.0393, 0.126, 0.1033, 0.0651, -0.0248, -0.0909, -0.1581, -0.0661, -0.0899, -0.0083, -0.0083, -0.0165, -0.0155, -0.0238, -0.0558, -0.0568, -0.0217, -0.0289, 0.0362, 0.0537, 0.0331, 0.1085, 0.1229, 0.1426, 0.0888, 0.0899, 0.1312, 0.0826, -0.0196, 0.0372, 0.0661, 0.0052, -0.0362, -0.0351, -0.0816, -0.064, -0.0269, -0.0661, -0.0847, 0.1581, 0.0971, 0.0021, -0.0573, -0.0331, -0.0517, -0.064, -0.064, 0.0093, 0.1157, 0.3688, 0.3657, 0.3905, 0.4029, 0.1994, 0.2366, 0.0775, 0.064, -0.0031, -0.0382, 0.0155, -0.0362, -0.0176, -0.0486, -0.0579, -0.0424, -0.0424, -0.0816, -0.1188, -0.2066, -0.2071, -0.1911, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2000589252019486941", "ticker_idx": 0, "ts": "2025-12-15T15:30:21+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "At the moment I bought $FLNC, the market cap of $EOSE was 3x higher than that of $FLNC. The proven technology of $FLNC and the fact that they are closer to profitability as well makes the risk-reward way higher imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC: proven Li-ion tech, $5B backlog exceeds market cap, closer to profitability — better risk-reward than EOSE.", "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": "quote", "lang": "en", "tweet_text": "I like both $EOSE and $FLNC\n\nThe main difference between both is that $EOSE has a completely new battery technology. They make Zinc-Halide batteries instead of Lithium-Ion batteries. Those zinc batteries are heavier and thus bad for cars, for example, but could work very well for stationary grid storage. They have some benefits as they are non-flammable and fully recyclable but are still not proven in the field.\n\n$EOSE is heavily subsidized by the DOE and has a heavy backlog. For these two main reasons, investors expect that the Zinc batteries will work very well in the field.\n\n$FLNC uses normal lithium-ion batteries. They integrate smart software and data which helps utilities manage electricity trading and battery health. Their backlog of $5B is worth more than the company's market cap.\n\nAt the moment I bought $FLNC, the market cap of $EOSE was 3x higher than that of $FLNC. The proven technology of $FLNC and the fact that they are closer to profitability as well makes the risk-reward way higher imo.\n\nI’m not a battery expert and that is the main reason I’m waiting on the sidelines with $EOSE but if they come down a bit more, I will certainly add them to my portfolio.", "reply_text": null, "parent_text": null, "quoted_text": "@Kaizen_Investor Ive always wanted to ask. Do you not like $EOSE since i see you dont own it? \n\nI have been also thinking of owning energy related stocks but dont know what to pick. I also see $TE floating around here on X and i know you own $FLNC", "parent_author": null, "ret_m1d": 0.031133831879275542, "ret_signed_m1d": 0.031133831879275542, "alpha_spy_m1d": 0.02962064692871258, "alpha_c_m1d": 0.02962064692871258, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009758410193041023, "ret_signed_p1d": -0.009758410193041023, "alpha_spy_p1d": -0.0070261250478107495, "alpha_c_p1d": -0.0070261250478107495, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.04972117435240109, "ret_signed_p1w": -0.04972117435240109, "alpha_spy_p1w": -0.058716931413622, "alpha_c_p1w": -0.058716931413622, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.10687728569405253, "ret_signed_p1m": 0.10687728569405253, "alpha_spy_p1m": 0.08470982228039303, "alpha_c_p1m": 0.08470982228039303, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.23698886026881205, "ret_signed_p3m": -0.23698886026881205, "alpha_spy_p3m": -0.21832971137161183, "alpha_c_p3m": -0.21832971137161183, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.0901486331525192, "ret_signed_p6m": 0.0901486331525192, "alpha_spy_p6m": 0.0012487912965288839, "alpha_c_p6m": 0.0012487912965288839, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10687728569405253, "alpha_spy_stated": 0.08470982228039303, "alpha_c_stated": 0.08470982228039303, "price_path": [-0.6543, -0.632, -0.5651, -0.5074, -0.5256, -0.4805, -0.4549, -0.4466, -0.4703, -0.4981, -0.375, -0.3936, -0.3592, -0.2909, -0.3573, -0.3048, -0.3076, -0.3917, -0.2616, -0.1427, -0.0037, -0.0901, -0.1485, -0.1427, -0.2444, -0.2928, -0.2551, -0.0929, -0.1292, -0.1589, -0.0576, -0.0488, -0.0242, -0.033, -0.1087, -0.0372, -0.079, -0.0339, 0.0125, -0.0367, -0.1073, -0.2449, -0.1678, -0.1993, -0.2091, -0.2189, -0.2793, -0.2844, -0.2658, -0.2207, -0.1176, -0.1176, -0.0874, -0.099, -0.0725, -0.0776, 0.0846, 0.1134, 0.0623, 0.1125, 0.1064, 0.1984, 0.0311, 0.0, -0.0098, -0.1371, -0.1027, -0.0725, -0.0497, -0.086, -0.0785, -0.0785, -0.0609, -0.072, -0.0771, -0.0809, -0.0809, 0.0692, 0.0339, 0.0144, -0.0446, -0.0158, 0.0781, 0.0818, 0.1069, 0.0525, 0.1849, 0.2584, 0.2584, 0.1854, 0.224, 0.2672, 0.2519, 0.2602, 0.3216, 0.4401, 0.467, 0.4298, 0.4354, 0.4977, 0.3471, -0.1194, -0.0967, -0.0985, -0.1176, -0.1859, -0.1896, -0.1422, -0.1422, -0.1738, -0.1901, -0.2305, -0.2309, -0.2533, -0.2337, -0.2412, -0.2472, -0.2779, -0.2974, -0.3067, -0.2658, -0.2677, -0.3132, -0.2704, -0.2156, -0.2049, -0.237, -0.2388, -0.2203, -0.2333, -0.257, -0.2551, -0.2969, -0.2862, -0.2495, -0.2402, -0.3048, -0.3425, -0.3959, -0.3606, -0.395, -0.382, -0.382, -0.3866, -0.3843, -0.3903, -0.3699, -0.3597, -0.3657, -0.3123, -0.2932, -0.3039, -0.3711, -0.4131, -0.4066, -0.3727, -0.3717, -0.3783, -0.3792, -0.4261, -0.4503, -0.434, -0.4336, -0.427, -0.4103, -0.3699, -0.1185, 0.1227, 0.1724, -0.0112, 0.027, -0.027, -0.0349, -0.092, -0.1678, -0.1199, -0.0618, -0.0014, -0.0014, -0.0088, -0.0139, -0.0074, -0.1227, 0.2616, 0.2969, 0.1547, 0.2616, 0.0646, 0.1185, 0.0901]}
{"unit_id": "reply:1996704330989412521", "ticker_idx": 0, "ts": "2025-12-04T22:13:04+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": "we will hit $100k, no worries", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses BTC hitting $100K by end of year.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@legen_eth we will hit $100k, no worries", "reply_text": null, "parent_text": "I think we hit $100,000 by end of the year.\n\nCould I be wrong? Absolutely.\n\nTime will tell though. https://t.co/akXBpAs5WO", "quoted_text": null, "parent_author": "legen_eth", "ret_m1d": 0.015044011731939921, "ret_signed_m1d": 0.015044011731939921, "alpha_spy_m1d": 0.01693989537401097, "alpha_c_m1d": 0.01693989537401097, "bench_spy_m1d": -0.00189588364207105, "bench_c_m1d": -0.00189588364207105, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029887330373216225, "ret_signed_p1d": -0.029887330373216225, "alpha_spy_p1d": -0.026883121267410215, "alpha_c_p1d": -0.026883121267410215, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": -0.0030042091058060105, "ret_p1w": 0.0040124204180249645, "ret_signed_p1w": 0.0040124204180249645, "alpha_spy_p1w": 0.00974377970125817, "alpha_c_p1w": 0.00974377970125817, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.005731359283233206, "ret_p1m": -0.023842966601685167, "ret_signed_p1m": -0.023842966601685167, "alpha_spy_p1m": -0.029767109356948596, "alpha_c_p1m": -0.029767109356948596, "bench_spy_p1m": 0.0059241427552634285, "bench_c_p1m": 0.0059241427552634285, "ret_p3m": -0.25881871046337634, "ret_signed_p3m": -0.25881871046337634, "alpha_spy_p3m": -0.2609544964428483, "alpha_c_p3m": -0.2609544964428483, "bench_spy_p3m": 0.002135785979471949, "bench_c_p3m": 0.002135785979471949, "ret_p6m": -0.2036983997460431, "ret_signed_p6m": -0.2036983997460431, "alpha_spy_p6m": -0.3162406878058355, "alpha_c_p6m": -0.3162406878058355, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": 0.11254228805979238, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.023842966601685167, "alpha_spy_stated": -0.029767109356948596, "alpha_c_stated": -0.029767109356948596, "price_path": [0.2163, 0.2104, 0.2367, 0.2536, 0.26, 0.2529, 0.2681, 0.264, 0.2713, 0.2556, 0.2236, 0.2157, 0.2299, 0.1835, 0.1907, 0.2416, 0.2378, 0.2877, 0.3097, 0.3269, 0.3539, 0.3181, 0.3388, 0.3209, 0.2287, 0.251, 0.2277, 0.2023, 0.1741, 0.1555, 0.2002, 0.1773, 0.1687, 0.1946, 0.205, 0.2385, 0.2259, 0.1944, 0.1754, 0.189, 0.1563, 0.1025, 0.1275, 0.0994, 0.1219, 0.1504, 0.1178, 0.1033, 0.082, 0.0245, -0.0005, 0.0088, -0.0073, -0.0598, -0.0765, -0.042, -0.0521, -0.0176, -0.0093, -0.0133, -0.0632, -0.0086, 0.015, 0.0, -0.0299, -0.0163, 0.006, -0.0013, 0.004, -0.0203, -0.0621, -0.0466, -0.0651, -0.0725, -0.0438, -0.0396, -0.0513, -0.0492, -0.0533, -0.0525, -0.0543, -0.0403, -0.0503, -0.037, -0.0238, 0.0189, 0.0172, -0.009, -0.0121, -0.0177, -0.0103, 0.0345, 0.052, 0.037, 0.0367, 0.0045, -0.0416, -0.03, -0.0291, -0.0286, -0.042, -0.033, -0.0321, -0.0823, -0.087, -0.146, -0.1792, -0.2075, -0.3195, -0.2343, -0.239, -0.2534, -0.2729, -0.2813, -0.2527, -0.2529, -0.2675, -0.2791, -0.2733, -0.2619, -0.2987, -0.3045, -0.2624, -0.2679, -0.285, -0.2536, -0.2588, -0.2109, -0.2312, -0.2605, -0.2576, -0.2411, -0.2381, -0.2349, -0.2298, -0.1875, -0.1977, -0.2268, -0.2412, -0.2346, -0.2304, -0.2347, -0.2261, -0.2534, -0.28, -0.2762, -0.2595, -0.2612, -0.2741, -0.2736, -0.2527, -0.2192, -0.2281, -0.2211, -0.208, -0.1916, -0.1949, -0.1882, -0.1844, -0.163, -0.1766, -0.1714, -0.1513, -0.1506, -0.1594, -0.1604, -0.1714, -0.1776, -0.1719, -0.1515, -0.1336, -0.1217, -0.1163, -0.1317, -0.1297, -0.113, -0.1266, -0.1396, -0.1204, -0.1419, -0.1648, -0.167, -0.1594, -0.1585, -0.1807, -0.1613, -0.1771, -0.1931, -0.2019, -0.2037]}
{"unit_id": "reply:1974169739082792982", "ticker_idx": 0, "ts": "2025-10-03T17:48:38+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'm bullish on the long-term outlook & the potential of the platform. COO stepping down never looks good but sometimes it is for the better. It shouldn't change your long-term case on $HIMS though.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish HIMS long-term despite COO departure; waiting to buy short-term pullbacks.", "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": "@Mindset4Money_X I missed $HIMS but I’m bullish on the long-term outlook &amp; the potential of the platform. \n\nCOO stepping down never looks good but sometimes it is for the better. It shouldn’t change your long-term case on $HIMS though.  \n\nI’m patiently waiting for some short-term pullbacks.", "reply_text": null, "parent_text": "The comments under this post make me want to liquidate my $HIMS position completely.\n\nCOO stepping down after 5 months is objectively a bad look.", "quoted_text": null, "parent_author": "Mindset4Money_X", "ret_m1d": 0.10144647741683288, "ret_signed_m1d": 0.10144647741683288, "alpha_spy_m1d": 0.1014316717912469, "alpha_c_m1d": 0.1014316717912469, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 1.4805625585978532e-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": 0.04225347101868393, "ret_signed_p1d": 0.04225347101868393, "alpha_spy_p1d": 0.03866719905221627, "alpha_c_p1d": 0.03866719905221627, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": 0.02683669247891851, "ret_signed_p1w": 0.02683669247891851, "alpha_spy_p1w": 0.05102945252800695, "alpha_c_p1w": 0.05102945252800695, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": -0.15511993498025056, "ret_signed_p1m": -0.15511993498025056, "alpha_spy_p1m": -0.1762344123531625, "alpha_c_p1m": -0.1762344123531625, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": -0.3819946582622319, "ret_signed_p3m": -0.3819946582622319, "alpha_spy_p3m": -0.4039982088535602, "alpha_c_p3m": -0.4039982088535602, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": -0.642558044168298, "ret_signed_p6m": -0.642558044168298, "alpha_spy_p6m": -0.592287427679521, "alpha_c_p6m": -0.592287427679521, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.050270616488776954, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15511993498025056, "alpha_spy_stated": -0.1762344123531625, "alpha_c_stated": -0.1762344123531625, "price_path": [-0.0681, -0.0247, -0.0432, -0.0885, -0.0097, -0.0396, -0.0131, -0.0485, -0.0411, -0.094, -0.0482, 0.1043, 0.091, 0.0973, 0.1169, 0.1471, 0.2472, 0.2596, 0.1905, 0.2057, 0.0567, -0.0268, -0.0284, -0.0114, -0.0487, -0.0872, -0.0801, -0.103, -0.1241, -0.1416, -0.1972, -0.1743, -0.1633, -0.1517, -0.1818, -0.1368, -0.1624, -0.1603, -0.1939, -0.1939, -0.2096, -0.1538, -0.0843, -0.0786, -0.0552, -0.0904, -0.0906, -0.0148, 0.0563, 0.027, -0.0314, -0.0417, 0.0697, 0.1005, 0.0982, 0.0659, 0.0135, 0.0443, 0.1115, 0.1252, 0.0796, 0.0718, 0.1014, 0.0, 0.0423, 0.1033, 0.1072, 0.1087, 0.0268, 0.0417, 0.0282, 0.1945, 0.1258, -0.0525, -0.0225, -0.0605, -0.0967, -0.0771, -0.0716, -0.082, -0.1032, -0.1125, -0.1614, -0.1348, -0.1551, -0.1856, -0.1677, -0.2097, -0.2191, -0.2187, -0.2434, -0.2573, -0.3139, -0.2962, -0.3228, -0.3099, -0.318, -0.3601, -0.3394, -0.2809, -0.2941, -0.2691, -0.2691, -0.2432, -0.2861, -0.3089, -0.2944, -0.2383, -0.2539, -0.2554, -0.2421, -0.279, -0.2811, -0.2918, -0.31, -0.2984, -0.3344, -0.3382, -0.3232, -0.3329, -0.3376, -0.3401, -0.3401, -0.347, -0.351, -0.3711, -0.382, -0.382, -0.3641, -0.3394, -0.3251, -0.3251, -0.3553, -0.3968, -0.3845, -0.3871, -0.4039, -0.4056, -0.4027, -0.4027, -0.4201, -0.4501, -0.4191, -0.4362, -0.4237, -0.4351, -0.4543, -0.4315, -0.4844, -0.4968, -0.5139, -0.5356, -0.5531, -0.5619, -0.6321, -0.6719, -0.6823, -0.6993, -0.6898, -0.6898, -0.6903, -0.6985, -0.6989, -0.7025, -0.7048, -0.7057, -0.6989, -0.7031, -0.7236, -0.6863, -0.6989, -0.6869, -0.6978, -0.7004, -0.5782, -0.5533, -0.5074, -0.5463, -0.5285, -0.5265, -0.5246, -0.5594, -0.5402, -0.5809, -0.5725, -0.5938, -0.6033, -0.603, -0.6311, -0.6426]}
{"unit_id": "orig:2018650012423426260", "ticker_idx": 0, "ts": "2026-02-03T11:37:22+00:00", "symbol": "ETN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Eaton is no longer just a parts maker, it is the essential backbone of the AI and clean energy revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ETN: spin-off into pure-play power + Boyd Thermal acquisition position it as essential AI/clean-energy infrastructure play with record margins and confident 2026 outlook.", "resolved_tickers": ["ETN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Specialty Industrial Machinery'", "bench_c_industry": "Specialty Industrial Machinery", "unit_kind": "original", "lang": "en", "tweet_text": "$ETN just reported a mixed Q4 quarter. They did miss revenue estimate and did beat EPS estimate with the smallest margin. Investors clearly expected more as the stock is down almost 5%.\n\nStrategically, Eaton is sharpening its focus. By announcing the spin-off of its Mobility business (engines and vehicles), it is transforming into a pure-play power company. This shift, combined with the $9.5 billion purchase of Boyd Thermal, positions them perfectly to cool the high-performance chips used in AI.\n\nWith record profit margins and a confident 2026 outlook, Eaton is no longer just a parts maker, it is the essential backbone of the AI and clean energy revolution.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008523415259504397, "ret_signed_m1d": -0.008523415259504397, "alpha_spy_m1d": -0.017050993359337685, "alpha_c_m1d": -0.0001772280418161909, "bench_spy_m1d": 0.008527578099833288, "bench_c_m1d": -0.008346187217688206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006813228313386599, "ret_signed_p1d": 0.006813228313386599, "alpha_spy_p1d": 0.011657082039379985, "alpha_c_p1d": 0.004149505177157398, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": 0.0026637231362292013, "ret_p1w": 0.04121036561099145, "ret_signed_p1w": 0.04121036561099145, "alpha_spy_p1w": 0.03745420545494316, "alpha_c_p1w": 0.011791556095569922, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.02941880951542153, "ret_p1m": -0.022260288471797174, "ret_signed_p1m": -0.022260288471797174, "alpha_spy_p1m": -0.015879087603991593, "alpha_c_p1m": -0.06387264316418839, "bench_spy_p1m": -0.006381200867805581, "bench_c_p1m": 0.04161235469239122, "ret_p3m": 0.17749406849554017, "ret_signed_p3m": 0.17749406849554017, "alpha_spy_p3m": 0.12950758746855384, "alpha_c_p3m": 0.15082188013671027, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.026672188358829896, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.022260288471797174, "alpha_spy_stated": -0.015879087603991593, "alpha_c_stated": -0.06387264316418839, "price_path": [0.041, 0.031, 0.047, 0.0148, 0.019, -0.0233, -0.028, -0.0546, -0.0669, -0.0466, -0.0947, -0.085, -0.0885, -0.0714, -0.0575, -0.0575, -0.0459, -0.0629, -0.0812, -0.0744, -0.0651, -0.0686, -0.0528, -0.0573, -0.025, -0.0336, -0.0843, -0.0809, -0.0899, -0.1288, -0.1285, -0.1234, -0.1162, -0.1096, -0.1072, -0.1072, -0.1113, -0.1133, -0.1149, -0.1214, -0.1214, -0.0972, -0.1111, -0.0815, -0.1099, -0.1157, -0.1049, -0.0922, -0.0832, -0.0866, -0.0802, -0.0518, -0.0518, -0.0688, -0.0678, -0.0786, -0.0864, -0.0834, -0.0589, -0.042, -0.0225, -0.0306, -0.0085, 0.0, 0.0068, -0.0217, 0.0311, 0.0401, 0.0412, 0.0926, 0.0767, 0.0737, 0.0737, 0.0799, 0.0492, 0.0408, 0.0299, -0.0013, 0.0332, 0.0303, 0.0333, 0.0369, 0.041, -0.0192, -0.0223, -0.0213, -0.0408, -0.0239, -0.0009, -0.0155, -0.0353, -0.0166, -0.001, 0.007, -0.0024, -0.0032, -0.0127, -0.0046, 0.0351, 0.0376, -0.0119, -0.0112, -0.0495, -0.0103, 0.0115, -0.0008, -0.0008, 0.0069, 0.0206, 0.0669, 0.108, 0.1151, 0.1161, 0.1121, 0.0931, 0.0867, 0.124, 0.1277, 0.1336, 0.1452, 0.1746, 0.173, 0.1532, 0.143, 0.1366, 0.1981, 0.1775, 0.1689, 0.1368, 0.166, 0.1044, 0.114, 0.1626, 0.1141, 0.1291, 0.1323, 0.1083, 0.0596, 0.0318, 0.0535, 0.0586, 0.0859, 0.0859, 0.1185, 0.1275, 0.1152, 0.1115, 0.1101, 0.1587, 0.1687, 0.1615, 0.0986, 0.1186, 0.1146, 0.0418, 0.0922, 0.086, 0.1294, 0.1312, 0.1366, 0.1703, 0.1703, 0.2091, 0.1245, 0.1226, 0.165, 0.1173, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024101052463657323", "ticker_idx": 0, "ts": "2026-02-18T12:37:51+00:00", "symbol": "SEDG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "management views 2026 as a transformational year to recapture global market share", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SEDG: four straight quarters of revenue growth, 70% YoY, improving margins, Nexis platform launch, AI data center entry, and 2026 as transformational year.", "resolved_tickers": ["SEDG"], "resolution_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": "$SEDG stock has jumped 2% as the company signals a decisive turnaround. \n\nAfter a challenging period, they delivered their fourth straight quarter of revenue growth, soaring 70% year-over-year—and improved profit margins for the fifth consecutive time. CEO Shuki Nir announced a major shift from defense to offense, declaring the stabilization phase complete.\n\nThe future growth strategy now centers on rolling out the new Nexis platform and an exciting entry into the booming AI data center power market. \n\nFinancially, the ship has steadied: they are generating healthy cash flow and building reserves. With cost discipline restored and innovation accelerating, management views 2026 as a transformational year to recapture global market share.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.057834834251939915, "ret_signed_m1d": 0.057834834251939915, "alpha_spy_m1d": 0.06284729051375959, "alpha_c_m1d": 0.06284729051375959, "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": -0.003988586773063796, "ret_signed_p1d": -0.003988586773063796, "alpha_spy_p1d": -0.001351153041950215, "alpha_c_p1d": -0.001351153041950215, "bench_spy_p1d": -0.002637433731113581, "bench_c_p1d": -0.002637433731113581, "ret_p1w": 0.2094017837133939, "ret_signed_p1w": 0.2094017837133939, "alpha_spy_p1w": 0.19940592864806206, "alpha_c_p1w": 0.19940592864806206, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": 0.30085475305865916, "ret_signed_p1m": 0.30085475305865916, "alpha_spy_p1m": 0.33945351837596305, "alpha_c_p1m": 0.33945351837596305, "bench_spy_p1m": -0.038598765317303885, "bench_c_p1m": -0.038598765317303885, "ret_p3m": 0.5735043288664785, "ret_signed_p3m": 0.5735043288664785, "alpha_spy_p3m": 0.4942706303688116, "alpha_c_p3m": 0.4942706303688116, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.5735043288664785, "alpha_spy_stated": 0.4942706303688116, "alpha_c_stated": 0.4942706303688116, "price_path": [-0.0185, -0.0185, -0.0031, 0.0105, 0.0105, 0.0407, -0.0621, -0.0695, -0.0994, -0.09, -0.159, -0.133, -0.1379, -0.1009, -0.0877, -0.1587, -0.1869, -0.1601, -0.1761, -0.1889, -0.1721, -0.1194, -0.1316, -0.1242, -0.1242, -0.1325, -0.1684, -0.1732, -0.1781, -0.1781, -0.1066, -0.1094, -0.1232, -0.1305, -0.1379, -0.063, 0.0058, -0.0225, -0.0091, -0.0359, -0.0339, -0.0339, -0.0744, -0.0501, -0.016, -0.0142, -0.0197, -0.0083, 0.0199, -0.0302, -0.1182, -0.1271, -0.1177, -0.0017, -0.0519, 0.0234, 0.0484, 0.0481, 0.035, -0.0197, 0.0123, 0.0123, 0.0578, 0.0, -0.004, 0.0798, 0.1219, 0.2271, 0.2094, 0.151, 0.0085, 0.1567, 0.0772, 0.0809, 0.004, -0.0481, -0.0145, 0.0858, 0.0282, 0.0026, 0.0667, 0.1598, 0.2217, 0.2786, 0.3009, 0.4738, 0.3313, 0.3581, 0.461, 0.4322, 0.4746, 0.3496, 0.4544, 0.4778, 0.3889, 0.3889, 0.2846, 0.2493, 0.2399, 0.192, 0.1897, 0.2311, 0.2245, 0.0778, 0.1085, 0.0912, 0.1345, 0.1558, 0.2137, 0.3493, 0.3057, 0.3499, 0.2618, 0.1846, 0.2211, 0.2225, 0.1829, 0.2718, 0.157, 0.1, 0.1766, 0.1906, 0.1516, 0.2185, 0.4313, 0.7595, 0.5735, 0.5536, 0.6017, 0.7949, 0.765, 0.765, 1.0157, 1.0863, 1.0852, 1.1752, 1.1595, 1.2368, 1.1088, 1.0838, 0.7997, 0.8219, 0.6467, 0.5538, 0.665, 0.7322, 0.7148, 0.6282, 0.5578, 0.6538, 0.6538, 0.6396, 0.4917, 0.4171, 0.4781, 0.4744, null, null, null, null, null, null, null, null, null, null, null, null, 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:1993719650706915530", "ticker_idx": 0, "ts": "2025-11-26T16:33:00+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We will end the year on an all time high!", "tweet_type": "prediction", "timeline": "months", "summary": "SPY ends 2024 at an all-time high; bullish endorsement of parent's ATH-by-year-end thesis.", "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": "@Mr_Derivatives We will end the year on an all time high!", "reply_text": null, "parent_text": "$SPY just 1.3% away from ATH’s now.\n\nWe get there by end of Dec or sooner.\n\nAlso said this when the index itself was down 5%-6% last week.\n\nI don’t think this is a case of a crowded boat tilting on one side.\n\nI think this is more of a case of a self fulfilling prophecy.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.006856159189075006, "ret_signed_m1d": -0.006856159189075006, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.006856159189075006, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.00619410277230692, "ret_signed_p1w": 0.00619410277230692, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.00619410277230692, "ret_p1m": 0.018744110124465196, "ret_signed_p1m": 0.018744110124465196, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.018744110124465196, "ret_p3m": 0.006953855971582268, "ret_signed_p3m": 0.006953855971582268, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.006953855971582268, "ret_p6m": 0.09897154895849258, "ret_signed_p6m": 0.09897154895849258, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.09897154895849258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.018744110124465196, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0536, -0.0536, -0.0606, -0.0555, -0.0476, -0.0504, -0.048, -0.0458, -0.0431, -0.0351, -0.0354, -0.0303, -0.0316, -0.0328, -0.0283, -0.0235, -0.0189, -0.0242, -0.0273, -0.0318, -0.0263, -0.0235, -0.0199, -0.0165, -0.0154, -0.0154, -0.0119, -0.0155, -0.0097, -0.0125, -0.0392, -0.0245, -0.0257, -0.0213, -0.028, -0.0225, -0.0123, -0.0123, -0.0175, -0.0117, -0.0036, 0.0082, 0.0109, 0.0113, 0.0002, 0.0035, 0.0054, -0.0065, -0.0031, -0.0138, -0.0128, 0.0026, 0.0049, 0.0054, -0.0112, -0.0114, -0.0206, -0.0288, -0.0251, -0.0399, -0.0304, -0.0161, -0.0069, 0.0, 0.0, 0.0055, 0.0009, 0.0027, 0.0062, 0.0069, 0.0088, 0.0058, 0.0049, 0.0116, 0.014, 0.0031, 0.0015, -0.0012, -0.0122, -0.0047, 0.0043, 0.0106, 0.0152, 0.0187, 0.0187, 0.0186, 0.015, 0.0138, 0.0063, 0.0063, 0.0081, 0.0148, 0.0209, 0.0176, 0.0175, 0.0242, 0.0258, 0.0237, 0.0187, 0.0215, 0.0206, 0.0206, -0.0001, 0.0114, 0.0167, 0.017, 0.0222, 0.0263, 0.0262, 0.0241, 0.0211, 0.0262, 0.0175, 0.0126, -0.0001, 0.0191, 0.024, 0.0213, 0.0211, 0.0053, 0.006, 0.006, 0.0076, 0.0127, 0.01, 0.0173, 0.007, 0.0143, 0.0228, 0.0172, 0.0123, 0.0128, 0.0039, 0.011, 0.0054, -0.0078, 0.0009, -0.0007, -0.002, -0.0171, -0.0227, -0.0128, -0.0102, -0.024, -0.0264, -0.0403, -0.0303, -0.0335, -0.0281, -0.0455, -0.0618, -0.0649, -0.0377, -0.0305, -0.0296, -0.0296, -0.025, -0.0246, 0.0003, 0.006, 0.0054, 0.0152, 0.0276, 0.0357, 0.0382, 0.0508, 0.0487, 0.0418, 0.0523, 0.0483, 0.0564, 0.0582, 0.0531, 0.0529, 0.0634, 0.0663, 0.0624, 0.0709, 0.0858, 0.0825, 0.0914, 0.0939, 0.0923, 0.0984, 0.107, 0.0937, 0.0929, 0.0857, 0.0968, 0.099]}
{"unit_id": "orig:1989370132267954578", "ticker_idx": 0, "ts": "2025-11-14T16:29:34+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some extra $IREN today. Will keep buying at these levels", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long positions in both IREN and HIMS at current levels with intent to keep buying.", "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 some extra $IREN and $HIMS today. Will keep buying at these levels. https://t.co/TcRHgwJfn4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04916977887671181, "ret_signed_m1d": 0.04916977887671181, "alpha_spy_m1d": 0.049006019263734046, "alpha_c_m1d": 0.03906495633298168, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": 0.01010482254373013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022428314416290007, "ret_signed_p1d": 0.022428314416290007, "alpha_spy_p1d": 0.03174475266668886, "alpha_c_p1d": 0.041494106224392424, "bench_spy_p1d": -0.00931643825039885, "bench_c_p1d": -0.019065791808102417, "ret_p1w": -0.08863490845425614, "ret_signed_p1w": -0.08863490845425614, "alpha_spy_p1w": -0.06943656671267262, "alpha_c_p1w": -0.07376356434199394, "bench_spy_p1w": -0.019198341741583524, "bench_c_p1w": -0.014871344112262208, "ret_p1m": -0.23485011085821472, "ret_signed_p1m": -0.23485011085821472, "alpha_spy_p1m": -0.24794666684151745, "alpha_c_p1m": -0.28327725738671783, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.04842714652850311, "ret_p3m": -0.07979298788370837, "ret_signed_p3m": -0.07979298788370837, "alpha_spy_p3m": -0.11264565744474375, "alpha_c_p3m": -0.08883648125196542, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.00904349336825705, "ret_p6m": 0.1893466205787826, "ret_signed_p6m": 0.1893466205787826, "alpha_spy_p6m": 0.08281833628037116, "alpha_c_p6m": 0.20511630692093297, "bench_spy_p6m": 0.10652828429841144, "bench_c_p6m": -0.01576968634215037, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23485011085821472, "alpha_spy_stated": -0.24794666684151745, "alpha_c_stated": -0.28327725738671783, "price_path": [-0.5961, -0.5739, -0.5775, -0.5378, -0.5014, -0.5042, -0.5179, -0.5031, -0.4289, -0.4289, -0.3722, -0.3916, -0.4365, -0.4361, -0.4352, -0.3489, -0.2747, -0.2916, -0.2676, -0.1991, -0.2139, -0.1827, -0.2167, -0.1667, -0.0964, -0.0992, 0.0166, -0.0017, -0.0973, -0.0095, 0.0121, 0.0153, 0.014, 0.0882, 0.2454, 0.3302, 0.2959, 0.377, 0.289, 0.3832, 0.5001, 0.466, 0.3334, 0.3095, 0.2771, 0.1903, 0.1177, 0.2047, 0.3565, 0.4016, 0.3461, 0.303, 0.2556, 0.3101, 0.4611, 0.4369, 0.6478, 0.444, 0.3453, 0.2976, 0.2374, 0.2012, 0.0492, 0.0, 0.0224, 0.0535, -0.0116, -0.0625, -0.0886, 0.0457, 0.0237, 0.0449, 0.0449, 0.0311, 0.0457, -0.1132, -0.052, 0.0017, -0.0358, -0.0006, 0.0101, -0.0528, -0.0524, -0.1346, -0.2349, -0.2109, -0.2715, -0.2279, -0.1391, -0.0934, -0.0927, -0.0947, -0.0947, -0.1309, -0.1501, -0.174, -0.1855, -0.1855, -0.0791, 0.0403, -0.0099, -0.0592, -0.0149, -0.0073, 0.0854, 0.1428, 0.1404, 0.119, 0.2469, 0.2469, 0.1702, 0.1533, 0.127, 0.2223, 0.1292, 0.2937, 0.3573, 0.2905, 0.1589, 0.1447, 0.173, -0.0308, -0.1419, -0.0979, -0.0047, -0.0742, -0.0798, -0.1367, -0.0895, -0.0895, -0.1165, -0.0925, -0.0664, -0.1378, -0.0865, -0.0198, -0.0505, -0.0459, -0.1169, -0.1074, -0.1622, -0.0546, -0.1347, -0.2085, -0.1624, -0.1779, -0.0947, -0.1078, -0.1033, -0.0308, -0.0735, -0.0897, -0.1016, -0.1096, -0.0908, -0.1132, -0.1065, -0.1924, -0.2433, -0.3181, -0.2607, -0.2648, -0.2502, -0.2502, -0.2424, -0.2292, -0.2057, -0.2008, -0.152, -0.0712, 0.0216, 0.0528, 0.0287, 0.0377, 0.0507, -0.0259, 0.0436, 0.1218, 0.0921, 0.0429, -0.0416, -0.0757, -0.0185, -0.0153, 0.0671, 0.1805, 0.3151, 0.226, 0.3198, 0.1893]}
{"unit_id": "orig:1989370132267954578", "ticker_idx": 1, "ts": "2025-11-14T16:29:34+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some extra $HIMS today. Will keep buying at these levels", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to long positions in both IREN and HIMS at current levels with intent to keep buying.", "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": "Bought some extra $IREN and $HIMS today. Will keep buying at these levels. https://t.co/TcRHgwJfn4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025148737606488947, "ret_signed_m1d": -0.025148737606488947, "alpha_spy_m1d": -0.025312497219466712, "alpha_c_m1d": -0.025312497219466712, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": 0.0001637596129777652, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.037858240359972095, "ret_signed_p1d": -0.037858240359972095, "alpha_spy_p1d": -0.028541802109573244, "alpha_c_p1d": -0.028541802109573244, "bench_spy_p1d": -0.00931643825039885, "bench_c_p1d": -0.00931643825039885, "ret_p1w": -0.06138454531809856, "ret_signed_p1w": -0.06138454531809856, "alpha_spy_p1w": -0.042186203576515036, "alpha_c_p1w": -0.042186203576515036, "bench_spy_p1w": -0.019198341741583524, "bench_c_p1w": -0.019198341741583524, "ret_p1m": -0.01974038808201084, "ret_signed_p1m": -0.01974038808201084, "alpha_spy_p1m": -0.03283694406531357, "alpha_c_p1m": -0.03283694406531357, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.013096555983302727, "ret_p3m": -0.5486749394089283, "ret_signed_p3m": -0.5486749394089283, "alpha_spy_p3m": -0.5815276089699637, "alpha_c_p3m": -0.5815276089699637, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.032852669561035386, "ret_p6m": -0.21200649674518013, "ret_signed_p6m": -0.21200649674518013, "alpha_spy_p6m": -0.31853478104359156, "alpha_c_p6m": -0.31853478104359156, "bench_spy_p6m": 0.10652828429841144, "bench_c_p6m": 0.10652828429841144, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01974038808201084, "alpha_spy_stated": -0.03283694406531357, "alpha_c_stated": -0.03283694406531357, "price_path": [0.1406, 0.1731, 0.1888, 0.2052, 0.1625, 0.2263, 0.1901, 0.1931, 0.1452, 0.1452, 0.123, 0.2023, 0.301, 0.3091, 0.3423, 0.2923, 0.292, 0.3997, 0.5008, 0.4592, 0.3761, 0.3615, 0.5197, 0.5635, 0.5603, 0.5143, 0.44, 0.4838, 0.5792, 0.5987, 0.5338, 0.5227, 0.5649, 0.4208, 0.4808, 0.5676, 0.573, 0.5752, 0.4589, 0.48, 0.4608, 0.6971, 0.5995, 0.3461, 0.3889, 0.3348, 0.2834, 0.3112, 0.3191, 0.3042, 0.2742, 0.261, 0.1915, 0.2293, 0.2004, 0.1571, 0.1825, 0.1228, 0.1095, 0.1101, 0.0749, 0.0552, -0.0251, 0.0, -0.0379, -0.0195, -0.0311, -0.0909, -0.0614, 0.0216, 0.003, 0.0384, 0.0384, 0.0752, 0.0143, -0.0181, 0.0024, 0.0822, 0.06, 0.0579, 0.0768, 0.0243, 0.0214, 0.0062, -0.0197, -0.0032, -0.0544, -0.0598, -0.0384, -0.0522, -0.059, -0.0625, -0.0625, -0.0722, -0.0779, -0.1065, -0.122, -0.122, -0.0965, -0.0614, -0.0411, -0.0411, -0.0841, -0.1431, -0.1255, -0.1293, -0.1531, -0.1555, -0.1514, -0.1514, -0.176, -0.2188, -0.1747, -0.199, -0.1812, -0.1974, -0.2247, -0.1923, -0.2674, -0.285, -0.3094, -0.3402, -0.3651, -0.3775, -0.4773, -0.5338, -0.5487, -0.5727, -0.5592, -0.5592, -0.56, -0.5717, -0.5722, -0.5773, -0.5806, -0.5819, -0.5722, -0.5782, -0.6074, -0.5544, -0.5722, -0.5552, -0.5706, -0.5744, -0.4008, -0.3653, -0.3002, -0.3553, -0.3302, -0.3272, -0.3245, -0.374, -0.3467, -0.4045, -0.3926, -0.4229, -0.4365, -0.4359, -0.4759, -0.4922, -0.4386, -0.4635, -0.4824, -0.4824, -0.4502, -0.4727, -0.4757, -0.4659, -0.4746, -0.4281, -0.4224, -0.3432, -0.2701, -0.2207, -0.1614, -0.1952, -0.2155, -0.2388, -0.1736, -0.2052, -0.2453, -0.288, -0.2653, -0.2588, -0.2626, -0.288, -0.2731, -0.3064, -0.2355, -0.212]}
{"unit_id": "reply:1978013020400861240", "ticker_idx": 0, "ts": "2025-10-14T08:20:28+00:00", "symbol": "DLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DLO looks cheap with 31% EBITDA CAGR ahead. The runway for growth is clear.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses Goldman's Buy upgrade on DLO; author adds own view that it looks cheap with 31% EBITDA CAGR and clear growth runway.", "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": "reply_other", "lang": "en", "tweet_text": "@mvcinvesting Great vote of confidence from Goldman. $DLO looks cheap with 31% EBITDA CAGR ahead. The runway for growth is clear.", "reply_text": null, "parent_text": "Goldman Sachs upgrades $DLO from Neutral to Buy and raises its Price Target from $12 to $19 🟢\n\n\"We have greater confidence it can deliver 20%+ EBITDA growth in the mid-term. We expect solid TPV growth through 2027, driven by: 1) Continued geographic expansion; 2) Increased share https://t.co/VzjtPoAa3I", "quoted_text": null, "parent_author": "mvcinvesting", "ret_m1d": -0.09438775352439055, "ret_signed_m1d": -0.09438775352439055, "alpha_spy_m1d": -0.09561089405712309, "alpha_c_m1d": -0.09561089405712309, "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": 0.009566322192074095, "ret_signed_p1d": 0.009566322192074095, "alpha_spy_p1d": 0.005126792282468706, "alpha_c_p1d": 0.005126792282468706, "bench_spy_p1d": 0.004439529909605389, "bench_c_p1d": 0.004439529909605389, "ret_p1w": -0.022959173260977628, "ret_signed_p1w": -0.022959173260977628, "alpha_spy_p1w": -0.03664018876685338, "alpha_c_p1w": -0.03664018876685338, "bench_spy_p1w": 0.013681015505875749, "bench_c_p1w": 0.013681015505875749, "ret_p1m": -0.05229593587926484, "ret_signed_p1m": -0.05229593587926484, "alpha_spy_p1m": -0.08423354586154874, "alpha_c_p1m": -0.08423354586154874, "bench_spy_p1m": 0.0319376099822839, "bench_c_p1m": 0.0319376099822839, "ret_p3m": -0.08609696157255653, "ret_signed_p3m": -0.08609696157255653, "alpha_spy_p3m": -0.13727389746519825, "alpha_c_p3m": -0.13727389746519825, "bench_spy_p3m": 0.05117693589264172, "bench_c_p3m": 0.05117693589264172, "ret_p6m": -0.18367344793171148, "ret_signed_p6m": -0.18367344793171148, "alpha_spy_p6m": -0.21029445762390608, "alpha_c_p6m": -0.21029445762390608, "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": -0.05229593587926484, "alpha_spy_stated": -0.08423354586154874, "alpha_c_stated": -0.08423354586154874, "price_path": [-0.2889, -0.3061, -0.3048, -0.3131, -0.287, -0.3093, -0.3093, -0.2991, -0.3291, -0.3367, -0.3457, -0.3616, -0.3431, -0.3447, -0.3393, -0.3182, -0.3004, -0.3208, -0.3004, -0.2545, -0.021, -0.0013, -0.0274, -0.058, -0.0931, -0.0807, -0.0676, -0.0657, -0.0682, -0.0765, -0.0714, -0.0778, -0.0778, -0.0957, -0.1116, -0.1811, -0.1441, -0.148, -0.1282, -0.1269, -0.1314, -0.1244, -0.0957, -0.0663, -0.0708, -0.0504, -0.044, -0.0293, -0.0517, -0.0689, -0.0746, -0.0721, -0.0689, -0.0893, -0.1033, -0.1052, -0.1046, -0.0963, -0.0976, -0.1001, -0.0504, -0.132, -0.0944, 0.0, 0.0096, -0.0179, -0.0364, -0.0402, -0.023, -0.0415, -0.0306, -0.0351, -0.0191, -0.0108, -0.0172, -0.0459, -0.0657, -0.081, -0.102, -0.0963, -0.1327, -0.1333, -0.0969, -0.074, -0.0523, -0.1167, -0.1276, -0.1888, -0.192, -0.1894, -0.2143, -0.1939, -0.1773, -0.1754, -0.1677, -0.1677, -0.1429, -0.1671, -0.162, -0.1582, -0.1409, -0.1524, -0.1416, -0.1218, -0.1078, -0.0861, -0.0989, -0.1224, -0.1001, -0.1071, -0.102, -0.0918, -0.0842, -0.0899, -0.0976, -0.0976, -0.1001, -0.0931, -0.0874, -0.0982, -0.0982, -0.1027, -0.058, -0.0344, -0.0446, -0.0695, -0.0861, -0.074, -0.0848, -0.0931, -0.0695, -0.104, -0.104, -0.139, -0.1384, -0.1116, -0.0823, -0.0606, -0.0727, -0.0778, -0.1046, -0.1416, -0.1186, -0.1582, -0.1754, -0.1824, -0.1594, -0.1588, -0.1645, -0.1824, -0.229, -0.2366, -0.2366, -0.2443, -0.2047, -0.1728, -0.146, -0.2085, -0.2092, -0.1977, -0.1888, -0.2194, -0.2003, -0.2385, -0.2239, -0.2462, -0.2596, -0.2602, -0.236, -0.2341, -0.2634, -0.2768, -0.2749, -0.2519, -0.2698, -0.2009, -0.2258, -0.1888, -0.176, -0.1696, -0.2117, -0.2175, -0.2092, -0.1728, -0.2066, -0.1798, -0.1798, -0.1869, -0.1875, -0.1837]}
{"unit_id": "reply:2009921204241715427", "ticker_idx": 0, "ts": "2026-01-10T09:32:12+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO will do great for you in the next few months", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish NVO over the next few months.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH $NVO will do great for you in the next few months 👌🏼", "reply_text": null, "parent_text": "It's not even that long ago that I was really bullish on $ASML and $GOOGL.\n\n$ASML traded at a forward PE of just 25 only 6 months ago, which is utterly ridiculous for a company like ASML\n\n$GOOGL fell to a decade low EV/EBITDA multiple of only about 13/14 in April on AI worries. https://t.co/HTp0AStEjF", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.017540893715977002, "ret_signed_m1d": -0.017540893715977002, "alpha_spy_m1d": -0.015972923108099724, "alpha_c_m1d": -0.015972923108099724, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036752153691664846, "ret_signed_p1d": -0.0036752153691664846, "alpha_spy_p1d": -0.0016757086037846314, "alpha_c_p1d": -0.0016757086037846314, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.041263014639818296, "ret_signed_p1w": 0.041263014639818296, "alpha_spy_p1w": 0.04629783852204783, "alpha_c_p1w": 0.04629783852204783, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.17941863537867975, "ret_signed_p1m": -0.17941863537867975, "alpha_spy_p1m": -0.17504554734689237, "alpha_c_p1m": -0.17504554734689237, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.35160198985254476, "ret_signed_p3m": -0.35160198985254476, "alpha_spy_p3m": -0.3323356525150196, "alpha_c_p3m": -0.3323356525150196, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17941863537867975, "alpha_spy_stated": -0.17504554734689237, "alpha_c_stated": -0.17504554734689237, "price_path": [-0.0525, -0.063, -0.0917, -0.0688, -0.0849, -0.1083, -0.1108, -0.1153, -0.1164, -0.1305, -0.1418, -0.164, -0.1737, -0.1796, -0.194, -0.1904, -0.223, -0.2369, -0.2325, -0.1789, -0.1604, -0.1788, -0.1938, -0.1904, -0.2056, -0.1814, -0.2048, -0.2043, -0.2487, -0.2138, -0.1863, -0.1863, -0.1756, -0.1909, -0.2077, -0.2053, -0.1983, -0.2005, -0.2187, -0.2255, -0.1806, -0.1599, -0.1617, -0.1585, -0.1821, -0.202, -0.2046, -0.1966, -0.1965, -0.1378, -0.122, -0.122, -0.1246, -0.1402, -0.1443, -0.15, -0.15, -0.1248, -0.0794, -0.0601, -0.055, -0.0421, -0.0175, 0.0, -0.0037, -0.0159, -0.0458, 0.0413, 0.0413, 0.0137, -0.009, 0.0396, 0.0401, 0.0688, 0.0506, 0.0079, -0.0089, -0.0072, -0.0155, -0.1597, -0.2117, -0.276, -0.2041, -0.1752, -0.1794, -0.1858, -0.1826, -0.1719, -0.1719, -0.1752, -0.1776, -0.1906, -0.2078, -0.338, -0.3553, -0.3625, -0.3715, -0.3744, -0.3692, -0.3876, -0.3568, -0.3473, -0.3555, -0.3354, -0.3532, -0.3513, -0.3649, -0.3659, -0.3555, -0.358, -0.3744, -0.3806, -0.3897, -0.3849, -0.3837, -0.3931, -0.3919, -0.3979, -0.3888, -0.3636, -0.3682, -0.3596, -0.3596, -0.3649, -0.3608, -0.3487, -0.3516, -0.3502, -0.3423, -0.319, -0.2932, -0.2912, -0.2983, -0.2993, -0.3173, -0.322, -0.3329, -0.287, -0.2865, -0.287, -0.3022, -0.2688, -0.2401, -0.2312, -0.2229, -0.2075, -0.2068, -0.2021, -0.1964, -0.186, -0.1847, -0.2068, -0.2252, -0.2331, -0.2331, -0.2195, -0.2312, -0.2214, -0.2214, -0.2347, -0.2285, -0.2118, -0.2106, -0.2368, -0.2567, -0.2726, -0.2423, -0.256, -0.2896, -0.2693, -0.2586, -0.2387, -0.2401, -0.2394, -0.2458, -0.2463, -0.252, -0.252, -0.2054, -0.1788, -0.1789, -0.175, -0.1675, null, null, null, null, null, null, null]}
{"unit_id": "reply:2024602617935008158", "ticker_idx": 0, "ts": "2026-02-19T21:50:54+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Because $PL is selling AI-powered answers, invisible gas tracking, and a massive daily archive, rather than just one-off photos, they operate more like a high-margin software company. $SATL pushing down the price of basic photos won't disrupt that model imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL: differentiated moat via daily archive, hyperspectral sensors, and AI analytics insulates margins from SATL's cheaper imagery; SATL acknowledged as solid but a different, lesser product.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks, will read your piece over the weekend. \n\nBased on my research, I understand the concern since $SATL is known for being cheap and vertically integrated, but I'm confident they won't crush the $PL margins. They don't actually sell the same product, and Planet has a huge technological moat. \n\n$SATL is great at taking cheap, sharp pictures of specific places on command. But $PL has a massive fleet of over 200 satellites that acts like a scanner for the entire Earth. They take a picture of the entire globe every single day. If a customer needs to rewind time and see exactly how a supply chain port or a forest changed day-by-day over the last 5 years, only Planet has that continuous archive. Satellogic's fleet is simply too small to do that.\n\n$PL recently partnered with NASA to build specialized hyperspectral sensors (the Tanager fleet) that can see far into the shortwave infrared spectrum. This means Planet can pinpoint and measure invisible greenhouse gases (like methane and CO2) leaking from specific factories or pipelines. Satellogic's satellites are great for visual pictures, but they physically don't have the hardware to see those specific chemical wavelengths.\n\n$SATL generally sells raw, high-quality images. If a company wants to measure the health or physical mass of a forest, they buy the picture from Satellogic and have to do the complicated AI math themselves. Planet, however, builds the AI right in. They don't just sell the picture. They sell a finished dashboard that tells exactly how much carbon this forest holds.\n\nBecause $PL is selling AI-powered answers, invisible gas tracking, and a massive daily archive, rather than just one-off photos, they operate more like a high-margin software company. They take one single scan of the Earth and sell that exact same data to a farmer, the military, and an insurance company all at once. $SATL pushing down the price of basic photos won't disrupt that model imo.", "reply_text": null, "parent_text": "@Kaizen_Investor Great breakdown, especially on the data archive moat – you can't just buy your way into 10 years of history. \n\nI’m curious though, what’s your take on Satellogic? Don't you think their vertical integration and lower manufacturing costs could eventually squeeze Planet’s margins or", "quoted_text": null, "parent_author": "FinnStockinger", "ret_m1d": 0.05062765736963204, "ret_signed_m1d": 0.05062765736963204, "alpha_spy_m1d": 0.057807671522467574, "alpha_c_m1d": 0.055649392748299165, "bench_spy_m1d": -0.007180014152835534, "bench_c_m1d": -0.005021735378667125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005020875891216692, "ret_signed_p1d": -0.005020875891216692, "alpha_spy_p1d": 0.005190490147549576, "alpha_c_p1d": 0.008520871736049873, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.013541747627266565, "ret_p1w": 0.010041831587816796, "ret_signed_p1w": 0.010041831587816796, "alpha_spy_p1w": 0.015031547152491553, "alpha_c_p1w": 0.010549708790933199, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.0005078772031164025, "ret_p1m": 0.41506277132334013, "ret_signed_p1m": 0.41506277132334013, "alpha_spy_p1m": 0.46185532779695404, "alpha_c_p1m": 0.49248678145180325, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.07742401012846312, "ret_p3m": 0.7849372605988134, "ret_signed_p3m": 0.7849372605988134, "alpha_spy_p3m": 0.7068374963696378, "alpha_c_p3m": 0.8189060058980498, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": -0.033968745299236436, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.41506277132334013, "alpha_spy_stated": 0.46185532779695404, "alpha_c_stated": 0.49248678145180325, "price_path": [-0.5092, -0.5096, -0.5096, -0.5021, -0.5105, -0.5075, -0.4975, -0.4586, -0.4657, -0.4582, -0.4628, -0.4586, -0.269, -0.2368, -0.2448, -0.2519, -0.3109, -0.2682, -0.1975, -0.1381, -0.1326, -0.1498, -0.1498, -0.19, -0.1686, -0.1741, -0.1749, -0.1749, -0.146, -0.105, -0.0862, -0.054, -0.0611, -0.0498, 0.0644, 0.0594, 0.1184, 0.1833, 0.2042, 0.2042, 0.1715, 0.1038, 0.0904, 0.1272, 0.0824, 0.1745, 0.1665, 0.1025, 0.0448, -0.0439, 0.0021, -0.0891, -0.1452, -0.0686, 0.005, -0.0464, -0.0941, -0.1088, -0.0619, -0.0619, -0.0707, -0.0067, 0.0506, 0.0, -0.005, 0.0339, 0.0305, 0.0711, 0.01, 0.1029, 0.0586, 0.0879, 0.0289, 0.0577, 0.0803, 0.0628, 0.0644, 0.0448, 0.0372, 0.0293, 0.1331, 0.0381, 0.128, 0.4155, 0.4151, 0.3318, 0.4799, 0.3556, 0.2912, 0.1669, 0.1695, 0.2849, 0.5013, 0.5013, 0.4653, 0.4715, 0.5293, 0.4322, 0.4506, 0.436, 0.4197, 0.4397, 0.669, 0.61, 0.569, 0.5912, 0.6515, 0.6021, 0.4828, 0.4833, 0.4657, 0.4259, 0.5469, 0.5439, 0.6126, 0.5536, 0.6607, 0.4745, 0.6335, 0.7506, 0.7021, 0.7046, 0.8008, 0.7414, 0.741, 0.7402, 0.7849, 0.7774, 0.8556, 0.8556, 1.0218, 1.1121, 1.1506, 1.1397, 0.9439, 1.0121, 0.8046, 0.8213, 0.3481, 0.3699, 0.3042, 0.2854, 0.4297, 0.3033, 0.2795, 0.1803, 0.1808, 0.1812, 0.1812, 0.2038, 0.1937, 0.1004, 0.1092, 0.1326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2024602617935008158", "ticker_idx": 1, "ts": "2026-02-19T21:50:54+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SATL is great at taking cheap, sharp pictures of specific places on command", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL: differentiated moat via daily archive, hyperspectral sensors, and AI analytics insulates margins from SATL's cheaper imagery; SATL acknowledged as solid but a different, lesser product.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks, will read your piece over the weekend. \n\nBased on my research, I understand the concern since $SATL is known for being cheap and vertically integrated, but I'm confident they won't crush the $PL margins. They don't actually sell the same product, and Planet has a huge technological moat. \n\n$SATL is great at taking cheap, sharp pictures of specific places on command. But $PL has a massive fleet of over 200 satellites that acts like a scanner for the entire Earth. They take a picture of the entire globe every single day. If a customer needs to rewind time and see exactly how a supply chain port or a forest changed day-by-day over the last 5 years, only Planet has that continuous archive. Satellogic's fleet is simply too small to do that.\n\n$PL recently partnered with NASA to build specialized hyperspectral sensors (the Tanager fleet) that can see far into the shortwave infrared spectrum. This means Planet can pinpoint and measure invisible greenhouse gases (like methane and CO2) leaking from specific factories or pipelines. Satellogic's satellites are great for visual pictures, but they physically don't have the hardware to see those specific chemical wavelengths.\n\n$SATL generally sells raw, high-quality images. If a company wants to measure the health or physical mass of a forest, they buy the picture from Satellogic and have to do the complicated AI math themselves. Planet, however, builds the AI right in. They don't just sell the picture. They sell a finished dashboard that tells exactly how much carbon this forest holds.\n\nBecause $PL is selling AI-powered answers, invisible gas tracking, and a massive daily archive, rather than just one-off photos, they operate more like a high-margin software company. They take one single scan of the Earth and sell that exact same data to a farmer, the military, and an insurance company all at once. $SATL pushing down the price of basic photos won't disrupt that model imo.", "reply_text": null, "parent_text": "@Kaizen_Investor Great breakdown, especially on the data archive moat – you can't just buy your way into 10 years of history. \n\nI’m curious though, what’s your take on Satellogic? Don't you think their vertical integration and lower manufacturing costs could eventually squeeze Planet’s margins or", "quoted_text": null, "parent_author": "FinnStockinger", "ret_m1d": -0.08426965088152594, "ret_signed_m1d": -0.08426965088152594, "alpha_spy_m1d": -0.0770896367286904, "alpha_c_m1d": -0.07924791550285881, "bench_spy_m1d": -0.007180014152835534, "bench_c_m1d": -0.005021735378667125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09831458153319494, "ret_signed_p1d": -0.09831458153319494, "alpha_spy_p1d": -0.08810321549442868, "alpha_c_p1d": -0.08477283390592838, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.013541747627266565, "ret_p1w": -0.15730335724171662, "ret_signed_p1w": -0.15730335724171662, "alpha_spy_p1w": -0.15231364167704187, "alpha_c_p1w": -0.15679548003860022, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.0005078772031164025, "ret_p1m": 0.3932584600758038, "ret_signed_p1m": 0.3932584600758038, "alpha_spy_p1m": 0.4400510165494177, "alpha_c_p1m": 0.4706824702042669, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.07742401012846312, "ret_p3m": 1.7303371975449315, "ret_signed_p3m": 1.7303371975449315, "alpha_spy_p3m": 1.652237433315756, "alpha_c_p3m": 1.7643059428441679, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": -0.033968745299236436, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3932584600758038, "alpha_spy_stated": 0.4400510165494177, "alpha_c_stated": 0.4706824702042669, "price_path": [-0.5702, -0.5337, -0.5337, -0.5365, -0.5506, -0.5618, -0.5478, -0.5084, -0.5253, -0.5084, -0.4691, -0.4242, -0.3764, -0.4213, -0.4691, -0.4466, -0.486, -0.4916, -0.4213, -0.3989, -0.4326, -0.3848, -0.3848, -0.4368, -0.4635, -0.4803, -0.4747, -0.4747, -0.4494, -0.3567, -0.3848, -0.3258, -0.1798, -0.1545, 0.014, 0.0028, 0.0281, -0.0197, 0.0, 0.0, 0.0225, 0.0084, 0.2809, 0.4747, 0.2865, 0.5449, 0.5084, 0.4719, 0.2921, 0.0337, 0.1742, 0.0562, -0.0478, 0.0112, -0.0197, -0.0674, -0.0955, -0.1994, -0.118, -0.118, -0.1938, -0.1222, -0.0843, 0.0, -0.0983, -0.0927, -0.0983, -0.1039, -0.1573, -0.1096, -0.1236, -0.0506, -0.1011, -0.132, -0.1096, -0.1292, -0.1264, -0.1573, -0.1657, -0.1798, -0.1517, -0.1685, -0.0787, 0.0084, 0.3933, 0.5112, 0.7472, 0.8034, 0.6657, 0.3961, 0.5281, 0.6039, 0.9017, 0.9017, 0.9803, 0.9522, 0.9354, 1.0225, 1.059, 1.1208, 1.0506, 0.9438, 1.1124, 0.9466, 0.882, 1.0253, 1.0337, 0.9129, 0.7331, 0.7598, 0.7275, 0.7275, 0.8146, 1.0169, 0.9831, 0.9663, 1.0056, 0.8596, 1.1264, 1.4438, 1.1208, 1.2753, 1.427, 1.764, 1.6798, 1.7135, 1.7303, 1.7079, 1.9803, 1.9803, 2.0169, 1.7444, 1.7669, 1.6713, 1.4354, 1.4382, 1.2022, 1.2865, 1.0, 0.9635, 0.8034, 0.764, 1.1124, 0.8708, 0.8792, 0.7247, 0.7331, 0.6938, 0.6938, 0.5941, 0.5618, 0.4157, 0.2865, 0.2978, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019908087902331022", "ticker_idx": 0, "ts": "2026-02-06T22:56:30+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Been holding $PL since $4. Institutions still see plenty of upside, and so do I.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long Planet Labs; author holds since $4 and sees further upside alongside institutional holders.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Been holding $PL since $4. Institutions still see plenty of upside, and so do I.", "reply_text": null, "parent_text": null, "quoted_text": "$PL\n\nInstitutions now own over 70% of Planet shares, with Google holding about 10% (~32M shares). https://t.co/DUdpRurk35", "parent_author": null, "ret_m1d": -0.07327228123815355, "ret_signed_m1d": -0.07327228123815355, "alpha_spy_m1d": -0.06847360401111358, "alpha_c_m1d": -0.0702786867479428, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.002993594490210749, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05120730719381694, "ret_signed_p1d": -0.05120730719381694, "alpha_spy_p1d": -0.04857016123563551, "alpha_c_p1d": -0.05241643713157218, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": 0.0012091299377552378, "ret_p1w": -0.0666111719807474, "ret_signed_p1w": -0.0666111719807474, "alpha_spy_p1w": -0.04903058208236488, "alpha_c_p1w": -0.06931705500899432, "bench_spy_p1w": -0.017580589898382515, "bench_c_p1w": 0.002705883028246925, "ret_p1m": 0.057452087196799395, "ret_signed_p1m": 0.057452087196799395, "alpha_spy_p1m": 0.0816181588661592, "alpha_c_p1m": 0.07863800063874427, "bench_spy_p1m": -0.0241660716693598, "bench_c_p1m": -0.02118591344194487, "ret_p3m": 0.46711078296739283, "ret_signed_p3m": 0.46711078296739283, "alpha_spy_p3m": 0.41000589617898564, "alpha_c_p3m": 0.4625688627980511, "bench_spy_p3m": 0.057104886788407194, "bench_c_p3m": 0.00454192016934174, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.057452087196799395, "alpha_spy_stated": 0.0816181588661592, "alpha_c_stated": 0.07863800063874427, "price_path": [-0.4821, -0.525, -0.5254, -0.5333, -0.5233, -0.5092, -0.5325, -0.5354, -0.5196, -0.5117, -0.5121, -0.5121, -0.5046, -0.5129, -0.51, -0.5, -0.4613, -0.4684, -0.4609, -0.4654, -0.4613, -0.2727, -0.2406, -0.2485, -0.2556, -0.3143, -0.2719, -0.2015, -0.1424, -0.137, -0.154, -0.154, -0.194, -0.1728, -0.1782, -0.179, -0.179, -0.1503, -0.1095, -0.0908, -0.0587, -0.0658, -0.0545, 0.0591, 0.0541, 0.1128, 0.1774, 0.1982, 0.1982, 0.1657, 0.0983, 0.0849, 0.1216, 0.077, 0.1686, 0.1607, 0.097, 0.0396, -0.0487, -0.0029, -0.0937, -0.1495, -0.0733, 0.0, -0.0512, -0.0987, -0.1132, -0.0666, -0.0666, -0.0754, -0.0117, 0.0454, -0.005, -0.01, 0.0287, 0.0254, 0.0658, 0.005, 0.0974, 0.0533, 0.0824, 0.0237, 0.0525, 0.0749, 0.0575, 0.0591, 0.0396, 0.0321, 0.0241, 0.1274, 0.0329, 0.1224, 0.4084, 0.408, 0.3251, 0.4725, 0.3489, 0.2848, 0.1611, 0.1636, 0.2785, 0.4938, 0.4938, 0.458, 0.4642, 0.5216, 0.4251, 0.4434, 0.4288, 0.4126, 0.4326, 0.6607, 0.602, 0.5612, 0.5833, 0.6432, 0.5941, 0.4754, 0.4759, 0.4584, 0.4188, 0.5391, 0.5362, 0.6045, 0.5458, 0.6524, 0.4671, 0.6253, 0.7419, 0.6936, 0.6961, 0.7918, 0.7327, 0.7323, 0.7315, 0.776, 0.7685, 0.8464, 0.8464, 1.0117, 1.1016, 1.1399, 1.1291, 0.9342, 1.0021, 0.7956, 0.8122, 0.3414, 0.363, 0.2977, 0.2789, 0.4226, 0.2968, 0.2731, 0.1744, 0.1749, 0.1753, 0.1753, 0.1978, 0.1878, 0.0949, 0.1037, 0.127, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025341566856892726", "ticker_idx": 0, "ts": "2026-02-21T22:47:13+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN stays a golden opportunity at this level", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses IREN as a golden opportunity at current levels, backing parent's contracted ARR thesis.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlackPantherCap $IREN stays a golden opportunity at this level. Great reminder Panther!", "reply_text": null, "parent_text": "Wall Street is completely ignoring the revenue bridge that $IREN ALREADY contracted.\n\nLet me break down what's ACTUALLY happening with $IREN's ARR ramp:\n\n&gt; Prince George (Contracted): $0.4bn ARR
&gt; Horizon 1-4 (Contracted): $1.9bn ARR\n\nTotal contracted: $2.3 BILLION in ARR.\n\nThis https://t.co/LsUHG2BOdN", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": -0.05618510467003235, "ret_signed_m1d": -0.05618510467003235, "alpha_spy_m1d": -0.06650181844951808, "alpha_c_m1d": -0.09087868502313223, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.034693580353099884, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07294617818850502, "ret_signed_p1d": 0.07294617818850502, "alpha_spy_p1d": 0.06567770291830666, "alpha_c_p1d": 0.06801807013328509, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.004928108055219926, "ret_p1w": -0.02289898977164051, "ret_signed_p1w": -0.02289898977164051, "alpha_spy_p1w": -0.028746122678526165, "alpha_c_p1w": -0.03413502152742409, "bench_spy_p1w": 0.005847132906885655, "bench_c_p1w": 0.011236031755783582, "ret_p1m": -0.02927293816336196, "ret_signed_p1m": -0.02927293816336196, "alpha_spy_p1m": 0.01091840129648114, "alpha_c_p1m": -0.005683718504022939, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.023589219659339022, "ret_p3m": 0.3706326850029087, "ret_signed_p3m": 0.3706326850029087, "alpha_spy_p3m": 0.27925045091024026, "alpha_c_p3m": 0.3456787433280315, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": 0.02495394167487719, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02927293816336196, "alpha_spy_stated": 0.01091840129648114, "alpha_c_stated": -0.005683718504022939, "price_path": [0.1438, 0.1438, 0.1287, 0.1447, -0.0293, 0.0378, 0.0966, 0.0555, 0.094, 0.1058, 0.0368, 0.0373, -0.0526, -0.1624, -0.1362, -0.2025, -0.1549, -0.0576, -0.0076, -0.0068, -0.009, -0.009, -0.0486, -0.0696, -0.0958, -0.1084, -0.1084, 0.008, 0.1388, 0.0838, 0.0299, 0.0784, 0.0866, 0.1881, 0.2509, 0.2483, 0.225, 0.365, 0.365, 0.2809, 0.2625, 0.2337, 0.3381, 0.2361, 0.4162, 0.4858, 0.4127, 0.2686, 0.2531, 0.284, 0.0609, -0.0607, -0.0125, 0.0895, 0.0135, 0.0073, -0.055, -0.0033, -0.0033, -0.0328, -0.0066, 0.022, -0.0562, 0.0, 0.0729, 0.0394, 0.0444, -0.0333, -0.0229, -0.0829, 0.0349, -0.0528, -0.1336, -0.0831, -0.1001, -0.009, -0.0234, -0.0184, 0.0609, 0.0142, -0.0035, -0.0165, -0.0253, -0.0047, -0.0293, -0.022, -0.1159, -0.1716, -0.2535, -0.1907, -0.1952, -0.1792, -0.1792, -0.1707, -0.1563, -0.1305, -0.1251, -0.0718, 0.0168, 0.1183, 0.1525, 0.1261, 0.136, 0.1501, 0.0663, 0.1424, 0.228, 0.1955, 0.1416, 0.0491, 0.0118, 0.0744, 0.0779, 0.1681, 0.2923, 0.4396, 0.3421, 0.4448, 0.3019, 0.3352, 0.3024, 0.3787, 0.2498, 0.1912, 0.127, 0.2443, 0.3706, 0.3416, 0.3416, 0.4112, 0.6015, 0.512, 0.5, 0.5423, 0.5722, 0.5458, 0.4603, 0.283, 0.3973, 0.2753, 0.2162, 0.3388, 0.411, 0.4365, 0.3971, 0.3718, 0.4155, 0.4155, 0.3425, 0.2918, 0.1874, 0.127, 0.1145, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2002857783767765189", "ticker_idx": 0, "ts": "2025-12-21T21:44:41+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO sits on a goldmine and soon investors will realise (again).", "tweet_type": "prediction", "timeline": "months", "summary": "Long NVO and pharma sector; sector undervalued due to AI rotation, NVO GLP-1 TAM underappreciated with oral delivery catalyst by 2026.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "The pharmaceutical sector appears fundamentally undervalued at current levels. This dislocation is largely driven by the massive institutional capital rotation into the AI narrative, which has left defensive sectors like healthcare temporarily depressed. I anticipate a broader market rebalancing by 2026, which should serve as a significant tailwind for the industry.\n\nFurthermore, the Total Addressable Market (TAM) for GLP-1 agonists is vastly underappreciated. Clinical evidence suggests therapeutic benefits extending well beyond obesity management. While supply chain constraints currently cap distribution, the eventual transition to oral delivery mechanisms suggests that widespread adoption is inevitable. \n\n$NVO sits on a goldmine and soon investors will realise (again).", "reply_text": null, "parent_text": "Some potential bullish catalysts for $NVO in 2026:\n\n• They will launch Oral Wegovy and CagriSema in 2026. Especially Oral Wegovy could be a gamechanger\n\n• Higher-dose of Wegovy will come to the market and it seems it can match $LLY on weight loss\n\n• Albeit still unclear, I do https://t.co/aA1NwmZk79", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.0002078426394436228, "ret_signed_m1d": -0.0002078426394436228, "alpha_spy_m1d": 0.005983480083018078, "alpha_c_m1d": 0.005983480083018078, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0729729916382802, "ret_signed_p1d": 0.0729729916382802, "alpha_spy_p1d": 0.06840258929862131, "alpha_c_p1d": 0.06840258929862131, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": 0.07006245473996331, "ret_signed_p1w": 0.07006245473996331, "alpha_spy_p1w": 0.0656527019081461, "alpha_c_p1w": 0.0656527019081461, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": 0.2615385551384817, "ret_signed_p1m": 0.2615385551384817, "alpha_spy_p1m": 0.2721252053883755, "alpha_c_p1m": 0.2721252053883755, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.22910597738330063, "ret_signed_p3m": -0.22910597738330063, "alpha_spy_p3m": -0.19255673597959488, "alpha_c_p3m": -0.19255673597959488, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.06138897092242013, "ret_signed_p6m": -0.06138897092242013, "alpha_spy_p6m": -0.16002534958683945, "alpha_c_p6m": -0.16002534958683945, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2615385551384817, "alpha_spy_stated": 0.2721252053883755, "alpha_c_stated": 0.2721252053883755, "price_path": [0.2212, 0.1651, 0.1561, 0.1538, 0.1536, 0.2301, 0.2212, 0.2397, 0.2401, 0.227, 0.2393, 0.22, 0.1836, 0.1954, 0.178, 0.1792, 0.1661, 0.1304, 0.1588, 0.1389, 0.1098, 0.1067, 0.101, 0.0996, 0.0821, 0.068, 0.0403, 0.0283, 0.021, 0.0031, 0.0075, -0.0331, -0.0503, -0.0449, 0.0218, 0.0449, 0.022, 0.0033, 0.0075, -0.0114, 0.0187, -0.0104, -0.0098, -0.0651, -0.0216, 0.0127, 0.0127, 0.026, 0.0069, -0.0139, -0.011, -0.0023, -0.005, -0.0277, -0.0362, 0.0198, 0.0455, 0.0432, 0.0472, 0.0179, -0.0069, -0.0102, -0.0002, 0.0, 0.073, 0.0927, 0.0927, 0.0894, 0.0701, 0.0649, 0.0578, 0.0578, 0.0892, 0.1457, 0.1696, 0.1761, 0.1921, 0.2227, 0.2445, 0.2399, 0.2247, 0.1875, 0.2958, 0.2958, 0.2615, 0.2333, 0.2938, 0.2944, 0.3301, 0.3075, 0.2543, 0.2335, 0.2356, 0.2252, 0.0457, -0.0189, -0.099, -0.0096, 0.0264, 0.0212, 0.0133, 0.0173, 0.0306, 0.0306, 0.0264, 0.0235, 0.0073, -0.0141, -0.1761, -0.1977, -0.2067, -0.2179, -0.2214, -0.215, -0.2378, -0.1996, -0.1877, -0.1979, -0.173, -0.195, -0.1927, -0.2096, -0.2108, -0.1979, -0.201, -0.2214, -0.2291, -0.2405, -0.2345, -0.2331, -0.2447, -0.2432, -0.2507, -0.2394, -0.2079, -0.2138, -0.203, -0.203, -0.2097, -0.2045, -0.1894, -0.1931, -0.1914, -0.1814, -0.1526, -0.1204, -0.1179, -0.1267, -0.128, -0.1504, -0.1562, -0.1698, -0.1127, -0.112, -0.1127, -0.1317, -0.0901, -0.0543, -0.0433, -0.0329, -0.0138, -0.0129, -0.0071, 0.0, 0.013, 0.0147, -0.0129, -0.0357, -0.0457, -0.0457, -0.0286, -0.0433, -0.031, -0.031, -0.0476, -0.0398, -0.0191, -0.0176, -0.0502, -0.075, -0.0948, -0.0571, -0.0741, -0.1159, -0.0907, -0.0773, -0.0526, -0.0543, -0.0534, -0.0614]}
{"unit_id": "reply:2002857783767765189", "ticker_idx": 1, "ts": "2025-12-21T21:44:41+00:00", "symbol": "pharmaceuticals", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "The pharmaceutical sector appears fundamentally undervalued at current levels", "tweet_type": "prediction", "timeline": "months", "summary": "Long NVO and pharma sector; sector undervalued due to AI rotation, NVO GLP-1 TAM underappreciated with oral delivery catalyst by 2026.", "resolved_tickers": ["XPH"], "resolution_method": "etf", "resolution_reason": "US pharmaceuticals sector proxied by XPH ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "The pharmaceutical sector appears fundamentally undervalued at current levels. This dislocation is largely driven by the massive institutional capital rotation into the AI narrative, which has left defensive sectors like healthcare temporarily depressed. I anticipate a broader market rebalancing by 2026, which should serve as a significant tailwind for the industry.\n\nFurthermore, the Total Addressable Market (TAM) for GLP-1 agonists is vastly underappreciated. Clinical evidence suggests therapeutic benefits extending well beyond obesity management. While supply chain constraints currently cap distribution, the eventual transition to oral delivery mechanisms suggests that widespread adoption is inevitable. \n\n$NVO sits on a goldmine and soon investors will realise (again).", "reply_text": null, "parent_text": "Some potential bullish catalysts for $NVO in 2026:\n\n• They will launch Oral Wegovy and CagriSema in 2026. Especially Oral Wegovy could be a gamechanger\n\n• Higher-dose of Wegovy will come to the market and it seems it can match $LLY on weight loss\n\n• Albeit still unclear, I do https://t.co/aA1NwmZk79", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.017393623532178437, "ret_signed_m1d": -0.017393623532178437, "alpha_spy_m1d": -0.011202300809716736, "alpha_c_m1d": -0.011202300809716736, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00963396633033431, "ret_signed_p1d": -0.00963396633033431, "alpha_spy_p1d": -0.014204368669993195, "alpha_c_p1d": -0.014204368669993195, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": -0.002101976987332832, "ret_signed_p1w": -0.002101976987332832, "alpha_spy_p1w": -0.006511729819150047, "alpha_c_p1w": -0.006511729819150047, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.01068498830456821, "ret_signed_p1m": -0.01068498830456821, "alpha_spy_p1m": -9.833805467440726e-05, "alpha_c_p1m": -9.833805467440726e-05, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.059029588518468845, "ret_signed_p3m": -0.059029588518468845, "alpha_spy_p3m": -0.0224803471147631, "alpha_c_p3m": -0.0224803471147631, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": 0.05604760829557387, "ret_signed_p6m": 0.05604760829557387, "alpha_spy_p6m": -0.04258877036884545, "alpha_c_p6m": -0.04258877036884545, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.01068498830456821, "alpha_spy_stated": -9.833805467440726e-05, "alpha_c_stated": -9.833805467440726e-05, "price_path": [-0.1861, -0.199, -0.178, -0.1693, -0.162, -0.1515, -0.1562, -0.1434, -0.1499, -0.155, -0.1534, -0.1497, -0.1728, -0.1719, -0.1719, -0.152, -0.1607, -0.1574, -0.1408, -0.1429, -0.1522, -0.1511, -0.1483, -0.1415, -0.1455, -0.1513, -0.138, -0.1317, -0.1312, -0.1375, -0.1497, -0.1506, -0.1557, -0.1392, -0.1076, -0.11, -0.1223, -0.1127, -0.1017, -0.0885, -0.088, -0.1057, -0.0877, -0.0684, -0.0524, -0.0424, -0.0424, -0.042, -0.0599, -0.0796, -0.0545, -0.051, -0.0497, -0.0127, -0.0223, -0.0113, -0.0141, -0.0167, -0.0181, -0.0254, -0.0324, -0.034, -0.0174, 0.0, -0.0096, 0.0082, 0.0082, 0.0054, -0.0021, -0.0145, -0.0189, -0.0189, -0.0329, -0.0361, -0.0279, -0.0072, -0.0149, -0.0233, -0.0259, -0.0228, -0.0042, -0.0186, -0.0242, -0.0242, -0.0107, -0.0012, 0.0074, -0.0142, -0.0128, -0.006, -0.0298, -0.0221, -0.0291, -0.0009, -0.0004, -0.0049, -0.0249, 0.0032, -0.0018, 0.01, 0.0054, -0.0047, -0.0044, -0.0044, 0.007, 0.0054, 0.0061, -0.0011, 0.0007, 0.0165, 0.0231, 0.0203, 0.0044, 0.0082, -0.0242, -0.0084, -0.0314, -0.0385, -0.0338, -0.0249, -0.028, -0.0604, -0.0673, -0.058, -0.0487, -0.0704, -0.059, -0.0765, -0.0758, -0.0795, -0.0569, -0.0637, -0.0904, -0.0993, -0.0515, -0.0404, -0.0404, -0.0404, -0.0469, -0.0429, -0.0257, -0.0073, -0.0202, -0.0076, 0.0043, 0.0083, 0.0075, 0.0394, 0.0347, 0.0147, 0.0155, 0.0031, 0.0066, 0.0154, 0.0057, -0.0085, 0.0103, 0.0257, 0.0368, 0.0482, 0.0645, 0.0476, 0.0325, 0.0238, 0.0211, 0.0364, 0.0322, -0.0034, -0.022, -0.0213, 0.004, 0.0148, 0.0134, 0.0134, 0.0185, 0.0224, 0.0273, 0.0215, 0.0064, -0.0232, -0.0123, 0.0152, 0.0003, 0.0012, 0.0222, 0.0234, 0.0482, 0.0569, 0.0576, 0.056]}
{"unit_id": "quote:2031479341578858589", "ticker_idx": 0, "ts": "2026-03-10T21:16:32+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there is a tangible pathway for significant upside. Price Target: $16.34 → $61.30 (bull case)", "tweet_type": "analysis", "timeline": "years", "summary": "Long AMPX to $61.30 bull-case PT on capital-light pivot, aerospace moat, and 202% revenue growth; ENVX overvalued at 37.3x P/S with cash burn.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX is a significantly misunderstood company in the advanced energy storage space, particularly in the current supercycle. In light of the shift from a cash-burning R&D facility to a cash-generating business, there is a tangible pathway for significant upside.\n\nPrice Target: $16.34 → $61.30 (bull case)\n\nAmprius is typically understood as a capital-intensive hardware start-up with significant chemistry-related challenges. This interpretation is incomplete and inaccurate.\n\nAmprius is not competing in the commoditized, high-volume electric vehicle battery space. Instead, $AMPX is evolving into a monopolistic, high-margin supplier of batteries for aerospace, drone, and defense applications via a capital-light contract manufacturing business model.\n\nMy $AMPX thesis:\n\n1. Capital-Light Economics\n\nThis is the most important concept in understanding the Amprius business and its fundamental shift in financial trajectory.\n\nBattery competitors are in a race to reduce raw material costs associated with battery cells. Amprius has divested from a burdensome $110 million facility lease in Colorado. They transitioned to a capital-light contract manufacturing business through the Amprius Korea Battery Alliance.\n\nThe Pivot: By shifting to specialized toll manufacturers, they preserve capital while scaling beyond 2.0 GWh.\n\nThe Unit Economics: This pivot drove explosive leverage. In the fourth quarter of 2025, Amprius achieved a gross margin of 24% and delivered its first positive quarterly non-GAAP adjusted EBITDA of $1.8 million.\n\n2. The Unreplicable Moat: High Switching Costs and Legislative Lock-In\n\nCompetitors like $ENVX and Sila may be able to successfully enter the consumer electronics or automotive industries, but they will be unable to replicate Amprius’s moat in the aerospace industry.\n\nTotal Vendor Lock-In: Since Amprius’s battery chemistry is to be deployed in high-altitude satellites or drones, it will need to be extensively tested for years to come. Switching to a heavier competitor would force OEMs to completely redesign their airframes.\n\nNDAA Dominance: Amprius has certified that all 11 internal components of their cells are sourced from compliant allied nations.\n\n3. Financial Stability\nThe advanced battery market is marked by capital-intensive bankruptcies. However, Amprius’s balance sheet is something to be taken seriously.\n\nCash and Liquidity: Amprius closed 2025 with $90.47 million in cash and a current ratio of 6.65x.\n\nPristine Debt Profile: The company operates with a net debt of -$50.59 million, meaning cash vastly outweighs any trace liabilities.\n\n4. Revenue Quality and Pricing Power\nAn examination of Amprius’s top line will reveal why Amprius is such a defensible company.\n\nExplosive Growth: For the year 2025, Amprius reported 202% year-over-year revenue growth to $73.01 million.\n\nPricing Power: Because an Amprius cell delivers up to 200% runtime improvement, they command a massive price premium per kilowatt-hour. Customers happily pay this because doubling a drone's flight time effectively halves the required fleet size.\n\n5. The Sleeping Giant: The Defense Supercycle\nThere is a geopolitical shift toward unmanned tactical mobility.\n\nThe TAM for batteries in unmanned aerial systems (UAS) is estimated at $27.0 billion by 2030. Amprius is already capturing this demand, recently securing a $35 million repeat purchase order from a leading drone manufacturer, proving field testing is turning into fleet-wide implementation.\n\nValuation Discrepancy\nThe company is currently trading at a significant discount.\n\nUsing the firm's 2026 revenue guidance of $125.0 million in revenue, Amprius is currently trading at a forward price-to-sales ratio of 15.5x. This is in stark contrast to its direct competitor, $ENVX, which is currently trading at a forward price-to-sales ratio of 37.3x despite its cash burn and lower revenue.\n\nA thorough discounted cash flow analysis was done, and the results show that in order for Amprius to reach its current valuation, the company would need to achieve $2.51 billion in revenue by 2035. This equates to a revenue growth rate of 39.5%. Given the company's recent growth rate of 202% and the $27 billion TAM in the drone industry, this is certainly achievable.\n\nSummary\n$AMPX is a fundamentally strong, validated pure-play equity in the extreme mobility space. It is a high-margin monopolistic supplier in the aerospace industry and is currently trading at a fraction of its long-term earning potential.\n\nWhen Wall Street finally realizes this is a high-margin, monopolistic aerospace enabler and not just another struggling EV battery startup, the multiple expansion will be violent.", "reply_text": null, "parent_text": null, "quoted_text": "$AMPX now up 102% YTD. I bought them a little bit before the year-end dip so I’m only up 50% on the stock. \n\nI’m working on a complete business case on the stock as I believe the stock is still undervalued. NFA. https://t.co/MdW9TC9pxJ", "parent_author": null, "ret_m1d": -0.031737501223514375, "ret_signed_m1d": -0.031737501223514375, "alpha_spy_m1d": -0.03299421311469253, "alpha_c_m1d": -0.03486446173933655, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": 0.0031269605158221747, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016137667272626888, "ret_signed_p1d": -0.016137667272626888, "alpha_spy_p1d": -0.0009527010016237014, "alpha_c_p1d": 0.008937567663461876, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.025075234936088764, "ret_p1w": 0.01667560319515271, "ret_signed_p1w": 0.01667560319515271, "alpha_spy_p1w": 0.038706346911479894, "alpha_c_p1w": 0.042104884889306304, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.025429281694153594, "ret_p1m": -0.1312533896734771, "ret_signed_p1m": -0.1312533896734771, "alpha_spy_p1m": -0.13929200915931572, "alpha_c_p1m": -0.15003814046691466, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.018784750793437555, "ret_p3m": 0.012910154338258817, "ret_signed_p3m": 0.012910154338258817, "alpha_spy_p3m": -0.0830618263937315, "alpha_c_p3m": -0.014394615844487868, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.027304770182746685, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4131, -0.4594, -0.447, -0.5277, -0.5078, -0.497, -0.5121, -0.5309, -0.5412, -0.5412, -0.5551, -0.574, -0.5788, -0.5756, -0.5756, -0.5299, -0.5046, -0.5056, -0.5212, -0.503, -0.49, -0.4615, -0.4798, -0.4427, -0.454, -0.4083, -0.4083, -0.3991, -0.3938, -0.3572, -0.3991, -0.4137, -0.3771, -0.3556, -0.2695, -0.3308, -0.2926, -0.2103, -0.333, -0.4309, -0.3416, -0.3281, -0.3787, -0.4024, -0.4519, -0.4637, -0.4637, -0.4744, -0.4669, -0.4432, -0.4879, -0.4513, -0.419, -0.4051, -0.3803, -0.4228, -0.3765, -0.3744, -0.3249, -0.199, -0.1216, -0.0468, -0.0317, 0.0, -0.0161, -0.0344, 0.0054, 0.0425, 0.0167, 0.028, -0.021, 0.0048, -0.0446, -0.0355, -0.0769, -0.1329, -0.2082, -0.0931, -0.1651, -0.1393, -0.1393, -0.0554, -0.1017, -0.0898, -0.1313, -0.0737, -0.0108, -0.0377, -0.0156, 0.029, 0.0043, 0.0549, 0.1528, 0.2205, 0.1689, 0.1114, 0.1522, 0.0592, 0.0941, 0.1329, 0.1226, 0.0963, 0.1512, 0.1937, -0.1334, -0.1017, -0.049, 0.0129, -0.0576, -0.0387, -0.0936, -0.1463, -0.1673, -0.1893, -0.177, -0.1377, -0.1377, -0.0409, -0.0769, 0.1216, 0.0909, 0.17, 0.2324, 0.1694, 0.2125, 0.0592, 0.0129, -0.0629, -0.1162, -0.0802, -0.1226, -0.0952, -0.1668, -0.1931, -0.1302, -0.1302, -0.1581, -0.2405, -0.3265, -0.3244, -0.3055, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2017208579091009959", "ticker_idx": 0, "ts": "2026-01-30T12:09:37+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SoFi's Q4 2025 results mark a historic pivot from a simple lender to a high-margin financial powerhouse... ninth straight profitable quarter, proving its model is both stable and scalable", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SOFI: durable pivot to high-margin, capital-light revenue; 9 straight profitable quarters; bold 2026 targets position it as a primary digital bank.", "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": "$SOFI just reported a strong double beat, the stock is currently up 4% thanks to the first +$1 billion quarter🟢\n\nSoFi’s Q4 2025 results mark a historic pivot from a simple lender to a high-margin financial powerhouse. For the first time, quarterly revenue topped $1 billion, fueled by a record 1 million new members joining the platform. This wasn't just a win for the top line, SoFi delivered its ninth straight profitable quarter, proving its model is both stable and scalable.\n\nThe real story lies in the shift toward capital-light revenue. Fee-based income surged over 50%, reducing SoFi's reliance on holding risky loans on its own books. Meanwhile, the tech segment showed improved efficiency despite losing a large client. \n\nWith new blockchain-based payment tools and bold 2026 growth targets, SoFi is positioning itself as the primary digital utility for the modern bank.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06795270410784027, "ret_signed_m1d": 0.06795270410784027, "alpha_spy_m1d": 0.06496120924271076, "alpha_c_m1d": 0.06589426514891827, "bench_spy_m1d": 0.002991494865129507, "bench_c_m1d": 0.002058438958921993, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03200348791442498, "ret_signed_p1d": -0.03200348791442498, "alpha_spy_p1d": -0.03697488843963914, "alpha_c_p1d": -0.04304391796249296, "bench_spy_p1d": 0.004971400525214165, "bench_c_p1d": 0.011040430048067984, "ret_p1w": -0.08548877252287379, "ret_signed_p1w": -0.08548877252287379, "alpha_spy_p1w": -0.08353786315223954, "alpha_c_p1w": -0.1008331393021501, "bench_spy_p1w": -0.0019509093706342462, "bench_c_p1w": 0.015344366779276308, "ret_p1m": -0.1937746681184035, "ret_signed_p1m": -0.1937746681184035, "alpha_spy_p1m": -0.1856964082859347, "alpha_c_p1m": -0.15372982584397565, "bench_spy_p1m": -0.008078259832468793, "bench_c_p1m": -0.04004484227442784, "ret_p3m": -0.3193774668118403, "ret_signed_p3m": -0.3193774668118403, "alpha_spy_p3m": -0.3505253341436185, "alpha_c_p3m": -0.2959285141395921, "bench_spy_p3m": 0.031147867331778212, "bench_c_p3m": -0.023448952672248224, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1937746681184035, "alpha_spy_stated": -0.1856964082859347, "alpha_c_stated": -0.15372982584397565, "price_path": [0.2876, 0.3183, 0.1907, 0.2367, 0.3389, 0.3569, 0.4121, 0.2446, 0.2196, 0.1854, 0.1504, 0.1714, 0.0921, 0.1043, 0.2012, 0.242, 0.249, 0.249, 0.3029, 0.2727, 0.2937, 0.2744, 0.2977, 0.2179, 0.2104, 0.1762, 0.1876, 0.1868, 0.196, 0.132, 0.1653, 0.1078, 0.1526, 0.1942, 0.199, 0.192, 0.2047, 0.2047, 0.1868, 0.1758, 0.1644, 0.1477, 0.1477, 0.2039, 0.2836, 0.1828, 0.1837, 0.2153, 0.2012, 0.1662, 0.1898, 0.1692, 0.1591, 0.1456, 0.1456, 0.1175, 0.1241, 0.1438, 0.1333, 0.1311, 0.1162, 0.0785, 0.068, 0.0, -0.032, -0.046, -0.0903, -0.1469, -0.0855, -0.064, -0.0715, -0.0991, -0.1539, -0.1403, -0.1403, -0.1447, -0.1434, -0.1539, -0.1662, -0.2012, -0.1819, -0.1543, -0.1626, -0.2214, -0.1938, -0.1841, -0.1802, -0.1561, -0.1714, -0.1762, -0.1982, -0.1876, -0.224, -0.2214, -0.2271, -0.2385, -0.2468, -0.2512, -0.2591, -0.2481, -0.2679, -0.274, -0.3043, -0.3323, -0.3358, -0.3038, -0.3148, -0.3051, -0.3051, -0.2867, -0.2937, -0.2771, -0.2867, -0.2889, -0.2525, -0.2148, -0.1762, -0.1657, -0.1482, -0.1451, -0.1745, -0.1644, -0.1968, -0.1916, -0.1776, -0.1951, -0.3194, -0.2942, -0.2797, -0.2898, -0.2977, -0.2854, -0.2986, -0.3095, -0.2872, -0.3029, -0.3288, -0.2977, -0.3157, -0.3113, -0.3323, -0.3121, -0.3139, -0.3152, -0.3152, -0.2994, -0.2911, -0.256, -0.2012, -0.1854, -0.2223, -0.2687, -0.2481, -0.2972, -0.2766, -0.2779, -0.3043, -0.2692, -0.2731, -0.249, -0.2236, -0.2363, -0.2148, -0.2148, -0.2503, -0.242, -0.2411, -0.2416, -0.2161, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1999591691787853910", "ticker_idx": 0, "ts": "2025-12-12T21:26:24+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great company, they will keep on growing in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish AVGO into 2026, expects continued growth.", "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": "@InvestingVisual Great company, they will keep on growing in 2026 🟢", "reply_text": null, "parent_text": "$AVGO returns since IPO (2009), ranked from worst to best years:\n\n🔴2022: -16%\n🔴2018: -1%\n🟢2011: 2%\n🟢2012: 10%\n🟢2009: 13%\n🟢2016: 22%\n🟢2019: 24%\n🟢2020: 39%\n🟢2015: 44%\n🟢2017: 45%\n🟢2021: 52%\n🟢2025: 55% (YTD)\n🟢2010: 55%\n🟢2013: 67%\n🟢2014: 90%\n🟢2023: 100%\n🟢2024: 108% https://t.co/xUZiaMxAzZ", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": 0.05920956141333211, "ret_signed_m1d": 0.05920956141333211, "alpha_spy_m1d": 0.05769637646276915, "alpha_c_m1d": 0.05575248744957606, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.003457073963756052, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004384782946380561, "ret_signed_p1d": 0.004384782946380561, "alpha_spy_p1d": 0.007117068091610834, "alpha_c_p1d": 0.007105126195405487, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.0027203432490249257, "ret_p1w": 0.006748946069842887, "ret_signed_p1w": 0.006748946069842887, "alpha_spy_p1w": -0.002246810991378023, "alpha_c_p1w": -0.015691543602351476, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.022440489672194364, "ret_p1m": 0.04555046401826446, "ret_signed_p1m": 0.04555046401826446, "alpha_spy_p1m": 0.023383000604604964, "alpha_c_p1m": -0.06736616119121552, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.11291662520947998, "ret_p3m": -0.009408607005971348, "ret_signed_p3m": -0.009408607005971348, "alpha_spy_p3m": 0.00925054189122887, "alpha_c_p3m": -0.11266081379334913, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.10325220678737779, "ret_p6m": 0.15869036308661544, "ret_signed_p6m": 0.15869036308661544, "alpha_spy_p6m": 0.06979052123062512, "alpha_c_p6m": -0.5212444250115706, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.6799347880981861, "ret_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": [0.017, 0.0146, 0.0134, -0.003, -0.0026, -0.0015, -0.0109, -0.0155, -0.035, -0.0291, -0.0189, -0.0048, -0.0042, -0.0127, -0.01, 0.0167, 0.0153, -0.0447, 0.0497, 0.0127, 0.0339, 0.0422, 0.028, 0.0278, 0.0084, 0.0014, 0.0132, 0.0421, 0.0654, 0.0976, 0.1359, 0.1079, 0.0878, 0.0669, 0.0357, 0.0564, 0.0464, 0.0283, 0.0547, 0.0358, 0.0453, 0.0005, 0.0078, 0.0084, 0.002, 0.043, 0.0206, 0.0011, 0.1123, 0.1331, 0.17, 0.17, 0.1858, 0.1362, 0.1229, 0.1201, 0.1213, 0.1484, 0.1804, 0.1956, 0.2153, 0.1959, 0.0592, 0.0, 0.0044, -0.0406, -0.0292, 0.0016, 0.0067, 0.03, 0.0326, 0.0326, 0.0382, 0.0302, 0.0315, 0.0205, 0.0205, 0.0249, 0.0126, 0.0136, 0.0128, -0.0197, 0.0171, 0.0385, 0.0456, 0.0021, 0.0114, 0.037, 0.037, -0.0193, -0.0305, -0.0403, -0.0563, -0.0422, -0.0188, -0.0175, -0.0249, -0.0232, -0.0237, -0.0555, -0.0917, -0.0845, -0.0184, 0.0141, 0.0038, 0.0106, -0.0236, -0.0413, -0.0413, -0.0195, -0.0167, -0.0152, -0.0192, -0.026, -0.0403, -0.0202, -0.0515, -0.0578, -0.06, -0.0747, -0.0638, -0.0188, -0.0256, 0.0194, 0.0101, 0.0071, -0.0094, -0.0501, -0.042, -0.0526, -0.0685, -0.057, -0.0845, -0.0471, -0.0596, -0.058, -0.0858, -0.1116, -0.1331, -0.0855, -0.0738, -0.0706, -0.0706, -0.071, -0.0132, 0.036, 0.0486, 0.0978, 0.122, 0.1251, 0.1722, 0.1773, 0.2012, 0.1808, 0.1883, 0.2488, 0.2408, 0.2491, 0.2356, 0.1814, 0.198, 0.2334, 0.2447, 0.2306, 0.2627, 0.257, 0.219, 0.2705, 0.2659, 0.2389, 0.2315, 0.2994, 0.2563, 0.243, 0.2146, 0.2343, 0.2249, 0.2236, 0.2236, 0.2469, 0.2464, 0.2604, 0.32, 0.359, 0.4229, 0.416, 0.2377, 0.1397, 0.1718, 0.1587]}
{"unit_id": "reply:2001679584509726776", "ticker_idx": 0, "ts": "2025-12-18T15:42:57+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just buy $GOOGL and you can join the ride", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy GOOGL to benefit from the SpaceX investment upside.", "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": "@InvestingVisual Just buy $GOOGL and you can join the ride", "reply_text": null, "parent_text": "$GOOGL is on track to pull off one of the best buys of the century with their SpaceX investment.\n\nPotentially turning $900 million into $125 BILLION. https://t.co/sW2CK4ojJg", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": -0.01897773568226302, "ret_signed_m1d": -0.01897773568226302, "alpha_spy_m1d": -0.01148306718326908, "alpha_c_m1d": -0.013311043171073678, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.005666692511189342, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015539306686872534, "ret_signed_p1d": 0.015539306686872534, "alpha_spy_p1d": 0.0064758004632854416, "alpha_c_p1d": 0.01510999677726943, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.0004293099096031039, "ret_p1w": 0.038451423880785596, "ret_signed_p1w": 0.038451423880785596, "alpha_spy_p1w": 0.01487300737615782, "alpha_c_p1w": 0.021259858924874253, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.017191564955911343, "ret_p1m": 0.09105340657952898, "ret_signed_p1m": 0.09105340657952898, "alpha_spy_p1m": 0.06557728320711287, "alpha_c_p1m": 0.09901378395186278, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": -0.007960377372333793, "ret_p3m": 0.028694323419839574, "ret_signed_p3m": 0.028694323419839574, "alpha_spy_p3m": 0.03416073810208653, "alpha_c_p3m": 0.034931974976317726, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": -0.006237651556478152, "ret_p6m": 0.19072996148260413, "ret_signed_p6m": 0.19072996148260413, "alpha_spy_p6m": 0.08798541884542477, "alpha_c_p6m": 0.22594157028695383, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": -0.0352116088043497, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09105340657952898, "alpha_spy_stated": 0.06557728320711287, "alpha_c_stated": 0.09901378395186278, "price_path": [-0.1656, -0.1685, -0.1834, -0.1879, -0.1854, -0.1936, -0.1968, -0.1908, -0.1882, -0.1893, -0.1726, -0.188, -0.1918, -0.202, -0.2184, -0.1933, -0.189, -0.1706, -0.1692, -0.1631, -0.1523, -0.1725, -0.1684, -0.1638, -0.1412, -0.1103, -0.1163, -0.0928, -0.07, -0.0709, -0.0626, -0.083, -0.0606, -0.0592, -0.0787, -0.0415, -0.0375, -0.0527, -0.0796, -0.0867, -0.0583, -0.0607, -0.0325, -0.0436, -0.0099, 0.0526, 0.0687, 0.0571, 0.0571, 0.0579, 0.0404, 0.0435, 0.0561, 0.0494, 0.0615, 0.0372, 0.0483, 0.0587, 0.033, 0.0226, 0.019, 0.0136, -0.019, 0.0, 0.0155, 0.0242, 0.0393, 0.0385, 0.0385, 0.0365, 0.0367, 0.0377, 0.0348, 0.0348, 0.042, 0.0466, 0.0393, 0.0645, 0.076, 0.0863, 0.0972, 0.1108, 0.1104, 0.1002, 0.0911, 0.0911, 0.0646, 0.0857, 0.0928, 0.0842, 0.1018, 0.1061, 0.1109, 0.1183, 0.1175, 0.1363, 0.1232, 0.1011, 0.0952, 0.0674, 0.0723, 0.0533, 0.0281, 0.0216, 0.0108, 0.0108, -0.0015, 0.0029, 0.0013, 0.0414, 0.0299, 0.0279, 0.0345, 0.0163, 0.0307, 0.0134, 0.0037, 0.0022, -0.0052, -0.013, 0.0136, 0.0159, 0.0213, 0.0043, 0.0001, 0.011, 0.0287, 0.018, 0.0162, -0.0041, -0.0006, -0.0391, -0.0374, -0.0706, -0.0923, -0.0951, -0.0486, -0.0161, -0.0214, -0.0214, -0.0075, 0.0106, 0.0499, 0.0537, 0.0496, 0.0631, 0.1014, 0.1154, 0.1117, 0.1305, 0.1164, 0.0994, 0.1227, 0.1212, 0.1395, 0.1591, 0.1573, 0.1578, 0.2731, 0.2761, 0.268, 0.2851, 0.3169, 0.3168, 0.3261, 0.2858, 0.2816, 0.3321, 0.327, 0.3128, 0.3133, 0.2826, 0.2867, 0.2826, 0.2671, 0.2671, 0.2866, 0.2865, 0.2908, 0.2584, 0.2452, 0.1972, 0.1877, 0.2314, 0.2193, 0.2027, 0.2059, 0.1798, 0.1844, 0.1907]}
{"unit_id": "reply:1986854678534267325", "ticker_idx": 0, "ts": "2025-11-07T17:54:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buying some iren today", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Buying IREN today.", "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": "@Iron_Mind001 Buying some iren today", "reply_text": null, "parent_text": "Morning everyone-\n\nBeen a crazy morning, bloody week, but we gotta look on the bright side. \n\nWe’re alive!! CBB and CFB this weekend for me, working all day today, got paid today as well, and catching up with some buddies. Market isn’t everything! \n\nWhat are you guys doing?", "quoted_text": null, "parent_author": "LandoInvests", "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": -0.051032346298330644, "alpha_c_p1d": -0.03902793938442439, "bench_spy_p1d": 0.015604278627143309, "bench_c_p1d": 0.0035998717132370572, "ret_p1w": -0.25665280317562844, "ret_signed_p1w": -0.25665280317562844, "alpha_spy_p1w": -0.25808362264170726, "alpha_c_p1w": -0.2504004329138111, "bench_spy_p1w": 0.0014308194660788143, "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": 1, "stated_label": "p1d", "ret_signed_stated": -0.035428067671187335, "alpha_spy_stated": -0.051032346298330644, "alpha_c_stated": -0.03902793938442439, "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:2031501319186358688", "ticker_idx": 0, "ts": "2026-03-10T22:43:52+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought the stock at $20. The main reason I'm so bullish is because of a massive shift happening right now in the automation space.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long OUST post-earnings on bullish automation shift thesis; position opened at $20.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "The analyst ratings after the $OUST earnings. They are trading at $22 at the moment. https://t.co/Ikwsy9yWjm", "reply_text": null, "parent_text": null, "quoted_text": "After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20. \n\nThe main reason I'm so bullish is because of a massive shift happening right now in the automation space.\n\nHow do they make money? \n\nOuster engineers and sells https://t.co/AaPrBSkZRK", "parent_author": null, "ret_m1d": -0.09616158225319604, "ret_signed_m1d": -0.09616158225319604, "alpha_spy_m1d": -0.0974182941443742, "alpha_c_m1d": -0.091390561201101, "bench_spy_m1d": 0.0012567118911781527, "bench_c_m1d": -0.004771021052095037, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08848487006293404, "ret_signed_p1d": -0.08848487006293404, "alpha_spy_p1d": -0.07329990379193085, "alpha_c_p1d": -0.07004157661409649, "bench_spy_p1d": -0.015184966271003186, "bench_c_p1d": -0.01844329344883755, "ret_p1w": -0.16202021126795296, "ret_signed_p1w": -0.16202021126795296, "alpha_spy_p1w": -0.13998946755162578, "alpha_c_p1w": -0.14443152334340048, "bench_spy_p1w": -0.022030743716327184, "bench_c_p1w": -0.017588687924552482, "ret_p1m": -0.1907070429638179, "ret_signed_p1m": -0.1907070429638179, "alpha_spy_p1m": -0.19874566244965652, "alpha_c_p1m": -0.20364343530421702, "bench_spy_p1m": 0.008038619485838616, "bench_c_p1m": 0.012936392340399117, "ret_p3m": 0.6517172148733428, "ret_signed_p3m": 0.6517172148733428, "alpha_spy_p3m": 0.5557452341413525, "alpha_c_p3m": 0.3385432844591021, "bench_spy_p3m": 0.09597198073199031, "bench_c_p3m": 0.3131739304142407, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1907070429638179, "alpha_spy_stated": -0.19874566244965652, "alpha_c_stated": -0.20364343530421702, "price_path": [-0.0198, -0.1075, -0.0909, -0.16, -0.1354, -0.1018, -0.0739, -0.0848, -0.0966, -0.0966, -0.1123, -0.1362, -0.1317, -0.1257, -0.1257, -0.0558, 0.002, 0.0384, 0.0384, 0.1184, 0.1261, 0.1038, 0.0954, 0.1212, 0.1071, 0.0651, 0.0651, -0.0101, 0.0218, 0.1006, 0.0036, -0.0234, -0.0137, -0.0352, -0.0513, -0.1584, -0.1786, -0.181, -0.2251, -0.301, -0.2154, -0.1491, -0.1895, -0.2368, -0.2659, -0.2416, -0.2416, -0.2485, -0.2489, -0.2291, -0.2477, -0.2703, -0.2465, -0.2, -0.2069, -0.2343, -0.1818, -0.1224, -0.0958, -0.1442, -0.181, -0.1697, -0.0962, 0.0, -0.0885, -0.1325, -0.1394, -0.1358, -0.162, -0.1491, -0.1899, -0.1442, -0.1689, -0.183, -0.2198, -0.2865, -0.3281, -0.2578, -0.2477, -0.2125, -0.2125, -0.2198, -0.219, -0.1814, -0.1907, -0.164, -0.116, -0.0537, -0.0125, -0.0234, -0.0198, 0.0966, 0.1156, 0.1216, 0.0671, 0.1402, 0.0877, 0.0558, 0.0319, 0.0893, 0.0687, 0.1374, 0.1556, 0.1877, -0.0097, 0.0182, 0.0828, 0.0949, 0.3806, 0.4085, 0.4085, 0.242, 0.2008, 0.2473, 0.4178, 0.4962, 0.4962, 0.7253, 0.7871, 0.7103, 0.8606, 0.8154, 0.8598, 0.7762, 0.9026, 0.6032, 0.6517, 0.5564, 0.5511, 0.6004, 0.6081, 0.8255, 0.7265, 0.6453, 0.8816, 0.8816, 0.9265, 0.8246, 0.6448, 0.6897, 0.6978, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1995966374607552647", "ticker_idx": 0, "ts": "2025-12-02T21:20:41+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Raised guidance confirms momentum is fully restored post-outage", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish CRWD: double beat, ARR acceleration, raised guidance signal full recovery from outage.", "resolved_tickers": ["CRWD"], "resolution_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": "$CRWD posted a strong Q3 double beat, with revenue up 22% and record free cash flow 🟢 \n\nNet new ARR growth accelerated to 73%, driven by the Falcon Flex model. Raised guidance confirms momentum is fully restored post-outage.\n\n$CRWD up 1% after earnings 📈 https://t.co/5cgWMtdUtd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014537259602088959, "ret_signed_m1d": -0.014537259602088959, "alpha_spy_m1d": -0.011086459775654811, "alpha_c_m1d": -0.011086459775654811, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.0034507998264341477, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021080924420013414, "ret_signed_p1d": -0.021080924420013414, "alpha_spy_p1d": -0.021811974221566333, "alpha_c_p1d": -0.021811974221566333, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0007310498015529188, "ret_p1w": -0.008833021794012352, "ret_signed_p1w": -0.008833021794012352, "alpha_spy_p1w": -0.014214030660735788, "alpha_c_p1w": -0.014214030660735788, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.005381008866723436, "ret_p1m": -0.10570993179902988, "ret_signed_p1m": -0.10570993179902988, "alpha_spy_p1m": -0.1057757118833399, "alpha_c_p1m": -0.1057757118833399, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 6.57800843100187e-05, "ret_p3m": -0.26577255871302297, "ret_signed_p3m": -0.26577255871302297, "alpha_spy_p3m": -0.27237918283050344, "alpha_c_p3m": -0.27237918283050344, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": 0.006606624117480475, "ret_p6m": 0.2801190870844099, "ret_signed_p6m": 0.2801190870844099, "alpha_spy_p6m": 0.17044262971359392, "alpha_c_p6m": 0.17044262971359392, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": 0.109676457370816, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10570993179902988, "alpha_spy_stated": -0.1057757118833399, "alpha_c_stated": -0.1057757118833399, "price_path": [-0.2033, -0.1834, -0.192, -0.1894, -0.1732, -0.168, -0.1515, -0.1511, -0.1501, -0.0411, -0.0412, -0.0592, -0.0764, -0.0913, -0.0974, -0.0816, -0.0681, -0.0645, -0.0462, -0.0522, -0.0654, -0.0538, -0.0755, -0.0271, -0.0287, -0.0582, -0.0297, -0.0672, -0.0671, -0.08, -0.0754, -0.0392, -0.0386, -0.0459, -0.0042, 0.006, 0.0106, 0.0434, 0.0407, 0.0277, 0.0359, 0.0529, 0.0186, 0.019, 0.0159, 0.0298, 0.0636, 0.0621, 0.0414, 0.0107, 0.0255, 0.0107, -0.02, -0.0068, -0.0436, -0.0639, -0.0331, -0.0226, -0.0432, -0.0432, -0.0286, -0.0382, -0.0145, 0.0, -0.0211, -0.0232, -0.0171, -0.0118, -0.0088, -0.0124, -0.037, -0.07, -0.068, -0.1033, -0.0895, -0.0818, -0.0783, -0.0865, -0.0898, -0.0898, -0.082, -0.0921, -0.0926, -0.1057, -0.1057, -0.1347, -0.129, -0.1256, -0.0863, -0.115, -0.1022, -0.1091, -0.1071, -0.1211, -0.132, -0.1341, -0.1341, -0.1554, -0.1494, -0.1343, -0.1367, -0.1065, -0.0906, -0.1049, -0.1518, -0.1579, -0.1628, -0.1954, -0.2076, -0.2805, -0.2455, -0.2216, -0.2113, -0.2067, -0.2149, -0.1803, -0.1803, -0.2096, -0.2068, -0.1947, -0.2586, -0.3316, -0.3318, -0.3069, -0.2729, -0.2903, -0.2658, -0.2533, -0.2222, -0.187, -0.1816, -0.1718, -0.1676, -0.1567, -0.1576, -0.1572, -0.1914, -0.1736, -0.1686, -0.1831, -0.2197, -0.2115, -0.2503, -0.2639, -0.251, -0.2949, -0.2749, -0.2552, -0.2497, -0.2386, -0.2386, -0.2395, -0.1926, -0.1863, -0.247, -0.2769, -0.2326, -0.2398, -0.2156, -0.2022, -0.1912, -0.1736, -0.1422, -0.1097, -0.1503, -0.1451, -0.1327, -0.132, -0.137, -0.1496, -0.1307, -0.1048, -0.0909, -0.107, -0.0352, 0.0069, 0.0345, 0.042, 0.0733, 0.1064, 0.1334, 0.1806, 0.1769, 0.2403, 0.2367, 0.2657, 0.2657, 0.2812, 0.2312, 0.2801]}
{"unit_id": "orig:2021251372587303350", "ticker_idx": 0, "ts": "2026-02-10T15:54:14+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this represents a rare entry point before the valuation finally catches up to the real world growth", "tweet_type": "analysis", "timeline": "months", "summary": "Long AMPX: institutions accumulating, improving margins, zero debt, $50M+ backlog, silicon anode tech lead; rare entry before valuation catches up to growth.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$AMPX is becoming the primary target for smart money as institutions aggressively accumulate shares at current levels. The attached graph shows a massive shift in volume. \n\n$AMPX produces the most powerful lithium ion batteries in existence by replacing traditional graphite with silicon. Their tech allows high performance drones and aircraft to fly significantly farther than anything else on the market today. \n\nAmprius makes money by selling these advanced cells to the aerospace and defense industries where energy density is the most important factor. \n\nInstead of spending billions building their own factories, they use a clever contract manufacturing model. They partner with existing facilities in the US and South Korea to produce their designs which lets them grow fast without the massive debt usually seen in battery startups.\n\nThe reason institutions think $AMPX is currently undervalued is that the market is missing how much their financial health has improved. Their latest official reports show they are finally making a profit on the batteries they sell with profit margins increasing every few months. \n\nThey recently finished a plan that put nearly one hundred million dollars of cash in the bank while keeping zero debt on the books. They also canceled a very expensive lease in Colorado to save millions of dollars and focus on a leaner way of doing business. With over fifty million dollars in future orders already lined up and sales growing at record speed the stock is far cheaper than it should be.\n\nIn conclusion Amprius sits at the heart of the next big shift in energy storage for the aviation and defense sectors. As they move toward full profitability in 2026 their technology lead in silicon anodes gives them a massive advantage. \n\nThe smart money is clearly positioned for a breakout as the company scales its global production. For investors looking for a leader in the next generation of technology this represents a rare entry point before the valuation finally catches up to the real world growth.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08138524371084821, "ret_signed_m1d": 0.08138524371084821, "alpha_spy_m1d": 0.07874112482523454, "alpha_c_m1d": 0.08259291341900443, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": -0.0012076697081562227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.038095283704893346, "ret_signed_p1d": -0.038095283704893346, "alpha_spy_p1d": -0.03786416156122885, "alpha_c_p1d": -0.043442741446376276, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.0053474577414829305, "ret_p1w": -0.1541125284481869, "ret_signed_p1w": -0.1541125284481869, "alpha_spy_p1w": -0.1407188805393237, "alpha_c_p1w": -0.16084000373669094, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.006727475288504037, "ret_p1m": 0.6095237961554623, "ret_signed_p1m": 0.6095237961554623, "alpha_spy_p1m": 0.6323376883073273, "alpha_c_p1m": 0.634939281017827, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.02541548486236478, "ret_p3m": 0.4458874880656538, "ret_signed_p3m": 0.4458874880656538, "alpha_spy_p3m": 0.3772368530781762, "alpha_c_p3m": 0.44717171761215935, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.0012842295465055331, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6095237961554623, "alpha_spy_stated": 0.6323376883073273, "alpha_c_stated": 0.634939281017827, "price_path": [0.0147, -0.0225, -0.097, -0.0762, -0.0641, -0.1082, -0.1247, -0.0649, -0.071, -0.0641, -0.0641, -0.0199, -0.0814, -0.0597, -0.0026, 0.058, 0.0545, 0.0216, 0.013, -0.0442, -0.0095, -0.0554, -0.1299, -0.11, -0.2398, -0.2078, -0.1905, -0.2147, -0.245, -0.2615, -0.2615, -0.284, -0.3143, -0.3221, -0.3169, -0.3169, -0.2433, -0.2026, -0.2043, -0.2294, -0.2, -0.1792, -0.1333, -0.1628, -0.103, -0.1212, -0.0476, -0.0476, -0.0329, -0.0242, 0.0346, -0.0329, -0.0563, 0.0026, 0.0372, 0.1758, 0.0771, 0.1385, 0.271, 0.0736, -0.084, 0.0597, 0.0814, 0.0, -0.0381, -0.1177, -0.1368, -0.1368, -0.1541, -0.142, -0.1039, -0.1758, -0.1169, -0.0649, -0.0424, -0.0026, -0.071, 0.0035, 0.0069, 0.0866, 0.2892, 0.4139, 0.5342, 0.5584, 0.6095, 0.5835, 0.5541, 0.6182, 0.6779, 0.6364, 0.6545, 0.5758, 0.6173, 0.5377, 0.5524, 0.4857, 0.3957, 0.2745, 0.4597, 0.3437, 0.3853, 0.3853, 0.5203, 0.4459, 0.4649, 0.3983, 0.4909, 0.5922, 0.5489, 0.5844, 0.6563, 0.6165, 0.6978, 0.8554, 0.9645, 0.8814, 0.7887, 0.8545, 0.7048, 0.761, 0.8234, 0.8069, 0.7645, 0.8528, 0.9212, 0.3948, 0.4459, 0.5307, 0.6303, 0.5169, 0.5472, 0.4589, 0.374, 0.3403, 0.3048, 0.3247, 0.3879, 0.3879, 0.5437, 0.4857, 0.8052, 0.7558, 0.8831, 0.9835, 0.8823, 0.9515, 0.7048, 0.6303, 0.5082, 0.4225, 0.4805, 0.4121, 0.4563, 0.3411, 0.2987, 0.4, 0.4, 0.355, 0.2225, 0.084, 0.0874, 0.1177, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2001405607421644983", "ticker_idx": 0, "ts": "2025-12-17T21:34:15+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "crushed earnings with a double beat... management raised the bar further, guiding for $12.5 billion in Q1 revenue with gross margins surpassing 50%", "tweet_type": "news_reaction", "timeline": "days", "summary": "Bullish MU on double beat + raised Q1 guidance of $12.5B revenue and 50%+ gross margins; asks if the print calms the market.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU crushed earnings with a double beat 🟢\n\nAI data center demand drove the results, and management raised the bar further, guiding for $12.5 billion in Q1 revenue with gross margins surpassing 50%.\n\n$MU up 5% after earnings, can this double beat calm the market tomorrow? https://t.co/Fj8TMsH80t", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09265740689197877, "ret_signed_m1d": -0.09265740689197877, "alpha_spy_m1d": -0.08516273839298483, "alpha_c_m1d": -0.06959040894286439, "bench_spy_m1d": -0.007494668498993939, "bench_c_m1d": -0.023066997949114376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06988528442465691, "ret_signed_p1d": 0.06988528442465691, "alpha_spy_p1d": 0.06082177820106982, "alpha_c_p1d": 0.04402494212140229, "bench_spy_p1d": 0.009063506223587092, "bench_c_p1d": 0.025860342303254624, "ret_p1w": 0.15340979399907528, "ret_signed_p1w": 0.15340979399907528, "alpha_spy_p1w": 0.1298313774944475, "alpha_c_p1w": 0.10142084748290103, "bench_spy_p1w": 0.023578416504627775, "bench_c_p1w": 0.05198894651617425, "ret_p1m": 0.46005451856089974, "ret_signed_p1m": 0.46005451856089974, "alpha_spy_p1m": 0.4345783951884836, "alpha_c_p1m": 0.30343575761179387, "bench_spy_p1m": 0.025476123372416115, "bench_c_p1m": 0.15661876094910587, "ret_p3m": 0.858284060061105, "ret_signed_p3m": 0.858284060061105, "alpha_spy_p3m": 0.863750474743352, "alpha_c_p3m": 0.7118047706210504, "bench_spy_p3m": -0.005466414682246956, "bench_c_p3m": 0.14647928944005462, "ret_p6m": 2.9526013178780106, "ret_signed_p6m": 2.9526013178780106, "alpha_spy_p6m": 2.8498567752408315, "alpha_c_p6m": 2.1617040271910626, "bench_spy_p6m": 0.10274454263717936, "bench_c_p6m": 0.790897290686948, "ret_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": 0.15340979399907528, "alpha_spy_stated": 0.1298313774944475, "alpha_c_stated": 0.10142084748290103, "price_path": [-0.3381, -0.3309, -0.3498, -0.3694, -0.3676, -0.341, -0.3272, -0.2676, -0.2612, -0.2443, -0.2317, -0.2529, -0.2093, -0.2262, -0.2694, -0.2244, -0.2474, -0.2278, -0.1852, -0.1858, -0.1681, -0.1861, -0.2015, -0.1683, -0.1188, -0.1145, -0.1072, -0.0882, -0.0987, -0.0997, -0.0557, -0.1228, -0.0445, -0.0411, -0.0428, 0.0191, -0.0299, -0.0147, -0.0467, -0.0069, -0.0266, -0.0807, -0.091, -0.1898, -0.1657, -0.0991, -0.0966, -0.0736, -0.0736, -0.0486, -0.0325, -0.0365, -0.0579, -0.0881, -0.0456, -0.0066, 0.0156, 0.061, 0.0399, -0.0298, -0.0445, -0.0645, -0.0927, 0.0, 0.0699, 0.1128, 0.1115, 0.1534, 0.1534, 0.1458, 0.1848, 0.1778, 0.1488, 0.1488, 0.2696, 0.2564, 0.3823, 0.3667, 0.3162, 0.389, 0.3921, 0.361, 0.3417, 0.3549, 0.4601, 0.4601, 0.4691, 0.5662, 0.6002, 0.6086, 0.5661, 0.6512, 0.752, 0.754, 0.6699, 0.7621, 0.6882, 0.5271, 0.5411, 0.5886, 0.5436, 0.5023, 0.6516, 0.6662, 0.6569, 0.6569, 0.6091, 0.6943, 0.6798, 0.7234, 0.6944, 0.6825, 0.7267, 0.6726, 0.6598, 0.661, 0.5282, 0.6131, 0.5981, 0.4904, 0.567, 0.6225, 0.6852, 0.6315, 0.7152, 0.7782, 0.8583, 0.8584, 0.7882, 0.7022, 0.6275, 0.592, 0.5379, 0.4307, 0.4378, 0.2958, 0.3604, 0.4812, 0.4747, 0.4747, 0.5211, 0.5204, 0.6378, 0.6973, 0.6936, 0.7176, 0.8751, 0.8371, 0.8411, 0.8324, 0.8056, 0.8095, 0.9629, 0.9397, 1.0001, 1.1122, 1.0306, 1.0877, 1.0824, 1.1833, 1.3212, 1.5779, 1.6841, 1.6038, 2.0071, 2.2025, 2.0868, 2.2359, 2.1247, 1.918, 1.7443, 1.8136, 1.9475, 2.0687, 2.024, 2.024, 2.6074, 2.7384, 2.7187, 2.9099, 3.1696, 3.2848, 3.3471, 3.0105, 2.4791, 2.8224, 2.7685, 2.5913, 3.01, 2.9526]}
{"unit_id": "orig:2027130895707361548", "ticker_idx": 0, "ts": "2026-02-26T21:17:22+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Financially, the company is thriving. They posted record quarterly revenues of $180 million, grew their order backlog to a massive $1.85 billion, and secured a landmark $816 million defense contract, proving they are a top-tier space prime.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish RKLB despite Neutron delay: record revenues, $1.85B backlog, $816M defense contract prove top-tier status.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$RKLB just posted a strong Q4 double beat. Despite this double beat, the stock is down 2.5%. Mainly because of a small delay in Neutron. \n\nFinancially, the company is thriving. They posted record quarterly revenues of $180 million, grew their order backlog to a massive $1.85 billion, and secured a landmark $816 million defense contract, proving they are a top-tier space prime.\n\nHowever, their new medium-lift rocket, Neutron, is dealyed. A tank test failure pushed its debut back to late 2026. Despite flawless performance from their smaller rockets, investors are pricing in the extended wait and development risk for Neutron.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05137486440158656, "ret_signed_m1d": 0.05137486440158656, "alpha_spy_m1d": 0.04654975364649294, "alpha_c_m1d": 0.053858734916803486, "bench_spy_m1d": 0.00482511075509362, "bench_c_m1d": -0.002483870515216924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027062268999649364, "ret_signed_p1d": 0.027062268999649364, "alpha_spy_p1d": 0.026493656566938917, "alpha_c_p1d": 0.017126613750208408, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.009935655249440956, "ret_p1w": 0.01461652906705524, "ret_signed_p1w": 0.01461652906705524, "alpha_spy_p1w": 0.034456424908205885, "alpha_c_p1w": 0.05526232847346868, "bench_spy_p1w": -0.019839895841150645, "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": "reply:1993729570684710995", "ticker_idx": 0, "ts": "2025-11-26T17:12:26+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Picked up some $IREN shares. I believe all three should do well.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds IREN shares for data center exposure; believes all three (IREN/CIFR/NBIS) should do well.", "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": "@Leo_Traydes I choose to get some datacenter exposure as well last week. Picked up some $IREN shares. I believe all three should do well.", "reply_text": null, "parent_text": "I ended up just purchasing 100 shares of $CIFR\n\nI decided not to mess with anything yet\n\nI’m considering running some Covered Calls against my shares \n\nAs I’ve previously stated I wanted some Data Center exposure through $CIFR $IREN or $NBIS so I went with Cipher\n\nI like Cipher https://t.co/Ns5gxa2tYH", "quoted_text": null, "parent_author": "Leo_Traydes", "ret_m1d": -0.02022702841701407, "ret_signed_m1d": -0.02022702841701407, "alpha_spy_m1d": -0.013370869227939064, "alpha_c_m1d": -0.012483874346733592, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.007743154070280478, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.09267289180109373, "ret_signed_p1w": -0.09267289180109373, "alpha_spy_p1w": -0.09886699457340065, "alpha_c_p1w": -0.10400435990339707, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.011331468102303344, "ret_p1m": -0.13353975477441438, "ret_signed_p1m": -0.13353975477441438, "alpha_spy_p1m": -0.15228386489887957, "alpha_c_p1m": -0.18972070007435593, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.056180945299941554, "ret_p3m": -0.12569659559729618, "ret_signed_p3m": -0.12569659559729618, "alpha_spy_p3m": -0.13265045156887845, "alpha_c_p3m": -0.08711871952801387, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": -0.03857787606928231, "ret_p6m": 0.19834882268366183, "ret_signed_p6m": 0.19834882268366183, "alpha_spy_p6m": 0.09937727372516925, "alpha_c_p6m": 0.21293542714744051, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": -0.014586604463778685, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13353975477441438, "alpha_spy_stated": -0.15228386489887957, "alpha_c_stated": -0.18972070007435593, "price_path": [-0.4535, -0.4535, -0.3992, -0.4178, -0.4607, -0.4603, -0.4594, -0.3769, -0.3059, -0.322, -0.2991, -0.2334, -0.2477, -0.2178, -0.2504, -0.2025, -0.1352, -0.1379, -0.027, -0.0446, -0.136, -0.052, -0.0314, -0.0283, -0.0295, 0.0415, 0.192, 0.2731, 0.2402, 0.3179, 0.2336, 0.3238, 0.4357, 0.4031, 0.2762, 0.2533, 0.2223, 0.1392, 0.0698, 0.1529, 0.2982, 0.3414, 0.2883, 0.2471, 0.2017, 0.2539, 0.3983, 0.3752, 0.5771, 0.382, 0.2875, 0.2419, 0.1843, 0.1496, 0.0041, -0.0429, -0.0215, 0.0083, -0.0541, -0.1028, -0.1278, 0.0008, -0.0202, 0.0, 0.0, -0.0132, 0.0008, -0.1513, -0.0927, -0.0413, -0.0772, -0.0436, -0.0332, -0.0935, -0.0931, -0.1717, -0.2677, -0.2448, -0.3028, -0.2611, -0.1761, -0.1323, -0.1317, -0.1335, -0.1335, -0.1682, -0.1866, -0.2095, -0.2204, -0.2204, -0.1187, -0.0043, -0.0524, -0.0996, -0.0572, -0.0499, 0.0388, 0.0937, 0.0914, 0.071, 0.1934, 0.1934, 0.1199, 0.1038, 0.0786, 0.1699, 0.0807, 0.2382, 0.2991, 0.2351, 0.1092, 0.0956, 0.1226, -0.0724, -0.1787, -0.1366, -0.0475, -0.1139, -0.1193, -0.1738, -0.1286, -0.1286, -0.1544, -0.1315, -0.1065, -0.1748, -0.1257, -0.0619, -0.0912, -0.0869, -0.1548, -0.1457, -0.1981, -0.0951, -0.1718, -0.2425, -0.1983, -0.2132, -0.1335, -0.1461, -0.1418, -0.0724, -0.1133, -0.1288, -0.1401, -0.1478, -0.1298, -0.1513, -0.1449, -0.227, -0.2757, -0.3474, -0.2925, -0.2964, -0.2824, -0.2824, -0.2749, -0.2623, -0.2398, -0.2351, -0.1884, -0.111, -0.0223, 0.0076, -0.0155, -0.0068, 0.0056, -0.0677, -0.0012, 0.0737, 0.0452, -0.0019, -0.0828, -0.1154, -0.0607, -0.0576, 0.0213, 0.1298, 0.2586, 0.1734, 0.2632, 0.1383, 0.1674, 0.1387, 0.2054, 0.0927, 0.0415, -0.0147, 0.0879, 0.1983]}
{"unit_id": "quote:1995601635171831875", "ticker_idx": 0, "ts": "2025-12-01T21:11:20+00:00", "symbol": "CRDO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Q3 revenue guidance ($335M-$345M) pointing to continued acceleration, Credo confirms the AI infrastructure boom is far from over", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish CRDO post-earnings: 272% YoY revenue beat + accelerating Q3 guidance signals durable AI connectivity demand.", "resolved_tickers": ["CRDO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$CRDO surged 12% after a massive double beat 🟢\n\nRevenue jumped 272% YoY to $268M, fueled by soaring demand for AI connectivity. With Q3 revenue guidance ($335M-$345M) pointing to continued acceleration, Credo confirms the AI infrastructure boom is far from over. https://t.co/xNdlKGEusA", "reply_text": null, "parent_text": null, "quoted_text": "$CRDO to report earnings tonight. \n\nFocus is on AEC hypergrowth and confirmation that the new hyperscaler customer is ramping up to diversify revenue. Critical gauge for AI networking demand. \n\nEPS est. $0.5\nRevenue est $234.99M https://t.co/4P0rT6N8Ca", "parent_author": null, "ret_m1d": -0.09185946367187159, "ret_signed_m1d": -0.09185946367187159, "alpha_spy_m1d": -0.09001052108896124, "alpha_c_m1d": -0.07385876732459462, "bench_spy_m1d": -0.0018489425829103512, "bench_c_m1d": -0.018000696347276968, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0039800466476496155, "ret_signed_p1d": 0.0039800466476496155, "alpha_spy_p1d": 0.0005172975672900204, "alpha_c_p1d": -0.009763954426169619, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013744001073819234, "ret_p1w": -0.09631717745767399, "ret_signed_p1w": -0.09631717745767399, "alpha_spy_p1w": -0.09853263976826698, "alpha_c_p1w": -0.1229426662890335, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.02662548883135951, "ret_p1m": -0.2364147870652371, "ret_signed_p1m": -0.2364147870652371, "alpha_spy_p1m": -0.2399435440098332, "alpha_c_p1m": -0.2414799980799247, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.005065211014687598, "ret_p3m": -0.40421356830551003, "ret_signed_p3m": -0.40421356830551003, "alpha_spy_p3m": -0.4137317939707762, "alpha_c_p3m": -0.538327192149204, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.13411362384369396, "ret_p6m": 0.17400760380656743, "ret_signed_p6m": 0.17400760380656743, "alpha_spy_p6m": 0.06659772892172011, "alpha_c_p6m": -0.4879375966607076, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.661945200467275, "ret_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": -0.40421356830551003, "alpha_spy_stated": -0.4137317939707762, "alpha_c_stated": -0.538327192149204, "price_path": [-0.2889, -0.2527, -0.2171, -0.2091, -0.1299, -0.1545, -0.1404, -0.1298, -0.1275, -0.1274, -0.0856, -0.1002, -0.1292, -0.1389, -0.2073, -0.2308, -0.2415, -0.2252, -0.2273, -0.231, -0.206, -0.2365, -0.2177, -0.2719, -0.21, -0.1979, -0.2633, -0.2045, -0.3115, -0.3026, -0.2755, -0.2379, -0.1952, -0.2349, -0.2719, -0.1988, -0.1745, -0.1777, -0.1394, -0.0898, -0.1158, -0.0044, -0.0414, -0.1285, -0.0811, -0.1364, -0.1318, -0.097, -0.1589, -0.1491, -0.2414, -0.2278, -0.2274, -0.2594, -0.2471, -0.285, -0.2916, -0.1995, -0.1818, -0.1296, -0.1296, -0.0575, -0.0919, 0.0, 0.004, -0.0399, -0.0658, -0.0504, -0.0963, -0.1616, -0.1803, -0.2363, -0.2463, -0.2553, -0.2882, -0.2646, -0.2033, -0.2043, -0.2156, -0.203, -0.203, -0.2314, -0.2321, -0.2309, -0.2364, -0.2364, -0.24, -0.2558, -0.2945, -0.2518, -0.2486, -0.2018, -0.1718, -0.1436, -0.1677, -0.2087, -0.1988, -0.1988, -0.1869, -0.2615, -0.2831, -0.2934, -0.3206, -0.3124, -0.3119, -0.3129, -0.3352, -0.3634, -0.4093, -0.4855, -0.4796, -0.4088, -0.3451, -0.2851, -0.3186, -0.3537, -0.3556, -0.3556, -0.3377, -0.3212, -0.3066, -0.3416, -0.3417, -0.3588, -0.3448, -0.3925, -0.4042, -0.3939, -0.4837, -0.4558, -0.3911, -0.4172, -0.3845, -0.4039, -0.3849, -0.4079, -0.3755, -0.3797, -0.4478, -0.4602, -0.4317, -0.4513, -0.4423, -0.4677, -0.4486, -0.4882, -0.4946, -0.534, -0.5019, -0.491, -0.4616, -0.4616, -0.4563, -0.4333, -0.4151, -0.4272, -0.3654, -0.287, -0.1535, -0.1066, -0.1566, -0.1473, -0.0738, -0.0272, 0.0056, -0.0154, 0.035, -0.0421, -0.1195, -0.0672, -0.0766, -0.0215, -0.0445, 0.0272, 0.0523, -0.0008, 0.0003, 0.1156, 0.0538, 0.0049, -0.0207, -0.0863, -0.1707, -0.1032, -0.029, 0.0263, 0.159, 0.159, 0.1762, 0.174]}
{"unit_id": "orig:2018799881171968060", "ticker_idx": 0, "ts": "2026-02-03T21:32:53+00:00", "symbol": "LUMN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This move makes the company much safer and leaner. Operationally, the focus is now on Private Connectivity Fabric, the high-speed fiber brain needed to power AI. With $13 billion in new contracts, demand is surging. For the first time, their growth-focused products are outshining their dying legacy services.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish LUMN: debt slashed $5B via AT&T deal, $13B new AI-fiber contracts, growth products outshining legacy, strong 2026 cash-flow outlook.", "resolved_tickers": ["LUMN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Telecom Services'", "bench_c_industry": "Telecom Services", "unit_kind": "original", "lang": "en", "tweet_text": "$LUMN just reported a mixed Q4 result. They did beat EPS but missed revenue. The stock is down 3% as a result. \n\nThe big news is the completion of a multi-billion dollar deal with AT&T, which allowed Lumen to slash its massive debt by nearly $5 billion. This move makes the company much safer and leaner.\n\nOperationally, the focus is now on Private Connectivity Fabric, the high-speed fiber brain needed to power AI. With $13 billion in new contracts, demand is surging. For the first time, their growth-focused products are outshining their dying legacy services. \n\nWhile they still face a net loss, their 2026 outlook shows strong cash flow and massive cost savings, signaling that the digital transformation is working.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2760180832757604, "ret_signed_m1d": 0.2760180832757604, "alpha_spy_m1d": 0.2711506524267129, "alpha_c_m1d": 0.2679702091467824, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.008047874128978005, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.060331838380543124, "ret_signed_p1d": -0.060331838380543124, "alpha_spy_p1d": -0.04784255432021889, "alpha_c_p1d": -0.05528043345177214, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.005051404928770986, "ret_p1w": 0.1840120315434608, "ret_signed_p1w": 0.1840120315434608, "alpha_spy_p1w": 0.1756032771606224, "alpha_c_p1w": 0.1845257326260633, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": -0.0005137010826025135, "ret_p1m": 0.03016588322970226, "ret_signed_p1m": 0.03016588322970226, "alpha_spy_p1m": 0.03727759198827896, "alpha_c_p1m": 0.01612480790400239, "bench_spy_p1m": -0.007111708758576696, "bench_c_p1m": 0.01404107532569987, "ret_p3m": 0.407239783206673, "ret_signed_p3m": 0.407239783206673, "alpha_spy_p3m": 0.35801017286672, "alpha_c_p3m": 0.4100609672696012, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.407239783206673, "alpha_spy_stated": 0.35801017286672, "alpha_c_stated": 0.4100609672696012, "price_path": [0.5867, 0.5822, 0.3952, 0.2896, 0.2247, 0.2051, 0.2157, 0.1493, 0.1584, 0.1282, 0.1448, 0.1629, 0.2066, 0.2202, 0.2202, 0.2232, 0.2504, 0.3786, 0.4434, 0.3243, 0.2459, 0.2624, 0.2821, 0.3107, 0.3032, 0.2821, 0.2157, 0.2217, 0.1508, 0.1825, 0.2353, 0.1719, 0.175, 0.1719, 0.1719, 0.1599, 0.1388, 0.1795, 0.1719, 0.1719, 0.1599, 0.1418, 0.2519, 0.1946, 0.2323, 0.1931, 0.1991, 0.2293, 0.2383, 0.3047, 0.2745, 0.2745, 0.2081, 0.2655, 0.3454, 0.2926, 0.3017, 0.4012, 0.3816, 0.3469, 0.3303, 0.3469, 0.276, 0.0, -0.0603, 0.2157, 0.1719, 0.1735, 0.184, 0.2066, 0.2655, 0.2655, 0.2202, 0.2051, 0.2112, 0.181, 0.1237, 0.1237, 0.0709, 0.0618, 0.0724, 0.0256, 0.0452, 0.0498, 0.0302, -0.0015, 0.0, 0.0106, 0.003, -0.0287, 0.0015, 0.009, 0.0271, -0.0106, 0.0196, -0.0211, 0.0211, 0.0241, 0.0513, 0.0196, 0.006, -0.0362, 0.0483, 0.0664, 0.0543, 0.0543, 0.0, 0.0271, 0.0694, 0.1282, 0.1222, 0.175, 0.1765, 0.2956, 0.2836, 0.2926, 0.3077, 0.3167, 0.3967, 0.359, 0.3333, 0.3484, 0.3152, 0.3107, 0.3333, 0.4057, 0.4072, 0.3922, 0.4796, 0.276, 0.279, 0.2579, 0.3077, 0.4178, 0.5596, 0.5158, 0.4585, 0.3861, 0.4042, 0.4238, 0.4193, 0.4193, 0.5339, 0.6395, 0.6139, 0.6576, 0.5988, 0.5928, 0.5053, 0.4932, 0.3439, 0.359, 0.2775, 0.2459, 0.2805, 0.2805, 0.2866, 0.2715, 0.2217, 0.2368, 0.2368, 0.2202, 0.1825, 0.2157, 0.2549, 0.2187, null, null, 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:1993980858093486265", "ticker_idx": 0, "ts": "2025-11-27T09:50:57+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With a ~$55B backlog and clear $7-9B ARR targets for '26, the roadmap for $NBIS is visible enough. Their discipline signals maturity, not lack of transparency.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish NBIS: $55B backlog and $7-9B ARR targets for 2026 signal disciplined execution and clear growth roadmap.", "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": "@genZinvest0r Spot on. In a sector constrained by power/permits, \"quiet execution\" mitigates risk better than hype. With a ~$55B backlog and clear $7-9B ARR targets for '26, the roadmap for $NBIS is visible enough. Their discipline signals maturity, not lack of transparency.", "reply_text": null, "parent_text": "Here is an unpopular opinion for you: $NBIS is not lacking in PR or transparency.\n\nI know this has been a point of discussion for many $NBIS investors that wish $NBIS would be more transparent, and also put more effort into “announcing” actual news, like how the Vineland https://t.co/QzI8L3HZeA", "quoted_text": null, "parent_author": "genZinvest0r", "ret_m1d": -0.0018973363546388455, "ret_signed_m1d": -0.0018973363546388455, "alpha_spy_m1d": 0.0035314651189045643, "alpha_c_m1d": 0.006162298659709298, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008059635014348143, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05565509251012535, "ret_signed_p1d": 0.05565509251012535, "alpha_spy_p1d": 0.06022065286356615, "alpha_c_p1d": 0.06033490210464232, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.00467980959451697, "ret_p1w": 0.03341412540498245, "ret_signed_p1w": 0.03341412540498245, "alpha_spy_p1w": 0.030048601684807608, "alpha_c_p1w": 0.018334842716034805, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.015079282688947648, "ret_p1m": -0.09307475045237956, "ret_signed_p1m": -0.09307475045237956, "alpha_spy_p1m": -0.10257517554414963, "alpha_c_p1m": -0.1180479234759032, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.024973173023523643, "ret_p3m": 0.11858332111627679, "ret_signed_p3m": 0.11858332111627679, "alpha_spy_p3m": 0.10130445055912962, "alpha_c_p3m": 0.10569523063924624, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.012888090477030545, "ret_p6m": 1.2638347006920334, "ret_signed_p6m": 1.2638347006920334, "alpha_spy_p6m": 1.166532045527684, "alpha_c_p6m": 1.2567852971569304, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.007049403535102972, "ret_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": 0.11858332111627679, "alpha_spy_stated": 0.10130445055912962, "alpha_c_stated": 0.10569523063924624, "price_path": [-0.3073, -0.308, -0.3158, -0.3099, -0.3248, 0.009, -0.0156, -0.0599, -0.047, -0.0412, -0.0573, -0.0083, -0.0079, 0.0468, 0.1236, 0.1363, 0.1935, 0.1378, 0.1352, 0.1618, 0.1834, 0.2186, 0.3268, 0.349, 0.317, 0.2406, 0.286, 0.3981, 0.3659, 0.4278, 0.3508, 0.3263, 0.2969, 0.1957, 0.1489, 0.0992, 0.0395, 0.119, 0.236, 0.3221, 0.2842, 0.3186, 0.3089, 0.3789, 0.2698, 0.1652, 0.2333, 0.1536, 0.173, 0.159, 0.0775, -0.0054, -0.0658, -0.1194, -0.0937, -0.0456, 0.0021, -0.1078, -0.1224, -0.0313, -0.0631, -0.0019, -0.0019, 0.0, 0.0557, 0.0167, 0.0427, 0.0836, 0.0334, 0.0576, 0.0162, -0.0135, -0.0062, -0.0757, -0.1447, -0.1467, -0.2047, -0.1769, -0.057, -0.0173, -0.051, -0.0394, -0.0394, -0.0767, -0.0931, -0.1022, -0.1177, -0.1177, -0.0519, -0.0215, 0.0566, 0.0141, 0.0256, 0.0323, 0.1313, 0.1113, 0.0749, 0.095, 0.1461, 0.1461, 0.0466, 0.0422, 0.0209, -0.0039, -0.0359, 0.0316, 0.0586, 0.0004, -0.102, -0.0707, -0.0519, -0.1315, -0.2214, -0.0924, -0.021, -0.0325, -0.066, -0.0542, 0.0331, 0.0331, 0.0279, 0.073, 0.1343, 0.0321, 0.0605, 0.0813, 0.1186, 0.1055, -0.0388, -0.0407, -0.0851, 0.0307, 0.0082, -0.0584, 0.0007, 0.0164, 0.1805, 0.1388, 0.1906, 0.3687, 0.2262, 0.2497, 0.2809, 0.2398, 0.2032, 0.2112, 0.2131, 0.117, 0.0627, -0.0275, 0.0937, 0.0746, 0.147, 0.147, 0.1863, 0.2375, 0.3176, 0.437, 0.5281, 0.6292, 0.707, 0.7579, 0.7428, 0.6564, 0.6777, 0.6502, 0.6458, 0.6557, 0.5512, 0.528, 0.4284, 0.4882, 0.457, 0.6284, 0.8596, 0.8543, 1.0564, 0.9476, 0.8662, 0.9616, 0.888, 1.1848, 1.3311, 1.3183, 1.1067, 1.0842, 1.0219, 1.3182, 1.2638, 1.2638]}
{"unit_id": "reply:1993724436923719748", "ticker_idx": 0, "ts": "2025-11-26T16:52:02+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 next bull run has begun", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR; next bull run has begun on US govt AI initiative tailwind.", "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": "@PalantirHotline $PLTR next bull run has begun", "reply_text": null, "parent_text": "Michael Burry shorted the “AI bubble” right before the US govt announced a Manhattan Project-style effort to build an integrated AI platform to harness Federal scientific datasets, dubbed the Genesis Mission 🔮\n\nBurry’s timing is impeccable 😭 https://t.co/TtnuFhXxXS", "quoted_text": null, "parent_author": "PalantirHotline", "ret_m1d": -0.01339205624350659, "ret_signed_m1d": -0.01339205624350659, "alpha_spy_m1d": -0.006535897054431583, "alpha_c_m1d": -0.006535897054431583, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.006856159189075006, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.06219459065494237, "ret_signed_p1w": 0.06219459065494237, "alpha_spy_p1w": 0.05600048788263545, "alpha_c_p1w": 0.05600048788263545, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.00619410277230692, "ret_p1m": 0.17132166956939887, "ret_signed_p1m": 0.17132166956939887, "alpha_spy_p1m": 0.15257755944493367, "alpha_c_p1m": 0.15257755944493367, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.018744110124465196, "ret_p3m": -0.21216141197136973, "ret_signed_p3m": -0.21216141197136973, "alpha_spy_p3m": -0.219115267942952, "alpha_c_p3m": -0.219115267942952, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.006953855971582268, "ret_p6m": -0.17105031221283917, "ret_signed_p6m": -0.17105031221283917, "alpha_spy_p6m": -0.27002186117133176, "alpha_c_p6m": -0.27002186117133176, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.09897154895849258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17132166956939887, "alpha_spy_stated": 0.15257755944493367, "alpha_c_stated": 0.15257755944493367, "price_path": [-0.0547, -0.0547, -0.0524, -0.0656, -0.0581, -0.0764, -0.0583, -0.0206, 0.0059, -0.0085, 0.0341, 0.0328, 0.0271, 0.0154, 0.0676, 0.1003, 0.0818, 0.1012, 0.0832, 0.0805, 0.0712, 0.079, 0.1004, 0.1157, 0.1284, 0.044, 0.083, 0.0989, 0.1073, 0.1188, 0.0583, 0.069, 0.0843, 0.0835, 0.0745, 0.0747, 0.0954, 0.095, 0.0586, 0.0887, 0.1138, 0.1412, 0.1438, 0.1993, 0.1736, 0.2093, 0.2498, 0.1506, 0.1335, 0.056, 0.0734, 0.1679, 0.152, 0.111, 0.0384, 0.0497, 0.0331, 0.0094, -0.0021, -0.0605, -0.0659, -0.0212, -0.0134, 0.0, 0.0, 0.0162, 0.0104, 0.0297, 0.0622, 0.0733, 0.0965, 0.0948, 0.0969, 0.1336, 0.1313, 0.1074, 0.1054, 0.1326, 0.0695, 0.1202, 0.1666, 0.1702, 0.1711, 0.1713, 0.1713, 0.1384, 0.1111, 0.0909, 0.0723, 0.0723, 0.0126, 0.0499, 0.0841, 0.096, 0.0669, 0.0707, 0.0823, 0.0796, 0.0762, 0.0682, 0.0313, 0.0313, 0.0166, -0.0027, 0.0008, 0.0231, 0.0103, -0.0004, -0.0508, -0.0839, -0.1157, -0.1086, -0.0476, -0.1582, -0.2157, -0.1802, -0.1379, -0.1584, -0.1815, -0.221, -0.2073, -0.2073, -0.1976, -0.1833, -0.1863, -0.1842, -0.2122, -0.2228, -0.1905, -0.1799, -0.1724, -0.1243, -0.1119, -0.0759, -0.079, -0.0519, -0.0563, -0.0883, -0.0855, -0.074, -0.0894, -0.0787, -0.0645, -0.0784, -0.0609, -0.091, -0.0297, -0.0663, -0.0652, -0.1099, -0.137, -0.1702, -0.1176, -0.1163, -0.1044, -0.1044, -0.1076, -0.0947, -0.1509, -0.2128, -0.2275, -0.2015, -0.1814, -0.1425, -0.1388, -0.1169, -0.1199, -0.1194, -0.0793, -0.146, -0.1368, -0.1368, -0.1483, -0.1677, -0.1608, -0.1309, -0.1191, -0.1801, -0.1929, -0.1733, -0.1687, -0.1742, -0.1796, -0.2155, -0.1933, -0.1917, -0.1848, -0.1841, -0.1726, -0.1711]}
{"unit_id": "reply:2000647075227193403", "ticker_idx": 0, "ts": "2025-12-15T19:20:07+00:00", "symbol": "energy", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I think so as well, today might be an ideal buying opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Agrees energy sector will drive markets; sees today as a buying opportunity.", "resolved_tickers": ["XLE"], "resolution_method": "etf", "resolution_reason": "Broad energy sector proxied by XLE ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@b_co_co I think so as well, today might be an ideal buying opportunity 👀", "reply_text": null, "parent_text": "@Kaizen_Investor Energy is what will drive the markets in the coming years, alongside AI.", "quoted_text": null, "parent_author": "b_co_co", "ret_m1d": 0.007081175586485244, "ret_signed_m1d": 0.007081175586485244, "alpha_spy_m1d": 0.005567990635922282, "alpha_c_m1d": 0.005567990635922282, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030537736939311277, "ret_signed_p1d": -0.030537736939311277, "alpha_spy_p1d": -0.027805451794081004, "alpha_c_p1d": -0.027805451794081004, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.013346736457969133, "ret_signed_p1w": -0.013346736457969133, "alpha_spy_p1w": -0.022342493519190043, "alpha_c_p1w": -0.022342493519190043, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.04891893074550713, "ret_signed_p1m": 0.04891893074550713, "alpha_spy_p1m": 0.026751467331847634, "alpha_c_p1m": 0.026751467331847634, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": 0.28347496403743255, "ret_signed_p3m": 0.28347496403743255, "alpha_spy_p3m": 0.30213411293463277, "alpha_c_p3m": 0.30213411293463277, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.28916527918664303, "ret_signed_p6m": 0.28916527918664303, "alpha_spy_p6m": 0.20026543733065272, "alpha_c_p6m": 0.20026543733065272, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04891893074550713, "alpha_spy_stated": 0.026751467331847634, "alpha_c_stated": 0.026751467331847634, "price_path": [-0.0127, -0.0158, -0.0289, -0.03, -0.0133, -0.0004, 0.0085, 0.0178, -0.0009, -0.0115, -0.0115, -0.0215, -0.0163, -0.0114, -0.0098, -0.0156, -0.029, -0.0571, -0.0443, -0.0444, -0.0449, -0.0564, -0.0487, -0.0386, -0.0408, -0.0285, -0.0156, -0.0256, -0.0232, -0.0334, -0.0262, -0.032, -0.0249, -0.0248, -0.0353, -0.0328, -0.0233, -0.0093, -0.0003, 0.0127, -0.0014, 0.0011, 0.0181, -0.0004, 0.0075, -0.0055, -0.0168, -0.0106, -0.0134, -0.0196, -0.0122, -0.0122, 0.0008, 0.0104, -0.0027, 0.016, 0.0204, 0.0162, 0.0051, 0.0113, 0.0219, 0.017, 0.0071, 0.0, -0.0305, -0.0091, -0.0235, -0.0235, -0.0133, -0.0069, -0.0098, -0.0098, -0.0136, -0.0042, 0.0034, -0.0022, -0.0022, 0.0188, 0.0465, 0.0186, 0.0072, 0.0389, 0.0416, 0.0342, 0.0489, 0.0726, 0.0625, 0.0643, 0.0643, 0.0623, 0.088, 0.0915, 0.0978, 0.0985, 0.1085, 0.117, 0.1273, 0.1393, 0.117, 0.1531, 0.179, 0.1652, 0.1884, 0.1971, 0.1958, 0.227, 0.2047, 0.213, 0.213, 0.1996, 0.2225, 0.2315, 0.2248, 0.2308, 0.2297, 0.2246, 0.2286, 0.248, 0.273, 0.2614, 0.254, 0.2605, 0.2625, 0.2569, 0.2408, 0.2716, 0.2835, 0.2877, 0.2922, 0.3058, 0.304, 0.3248, 0.3236, 0.3395, 0.3667, 0.3606, 0.3819, 0.4053, 0.3918, 0.3761, 0.3247, 0.3309, 0.3309, 0.3406, 0.3514, 0.304, 0.2878, 0.2791, 0.2829, 0.2568, 0.2526, 0.271, 0.2359, 0.2371, 0.255, 0.2701, 0.28, 0.2775, 0.2752, 0.2964, 0.326, 0.3399, 0.322, 0.3341, 0.3354, 0.2804, 0.2568, 0.2512, 0.2842, 0.2932, 0.2946, 0.3044, 0.3352, 0.3608, 0.3768, 0.3433, 0.3283, 0.3363, 0.3363, 0.2995, 0.2802, 0.2793, 0.2645, 0.2871, 0.302, 0.3188, 0.3197, 0.2955, 0.3103, 0.2892]}
{"unit_id": "quote:2030761931422736839", "ticker_idx": 0, "ts": "2026-03-08T21:45:48+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Targeting the Iranian oil infrastructure will lead to massive surges in global oil prices", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Israel strikes on Iranian oil infrastructure will cause massive global oil price surges.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Oil commodity proxied by USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "The US does not want China involved.\n\nChina is the world’s largest oil importer and currently purchases approximately 90% of Iran’s oil exports.\n\nTargeting the Iranian oil infrastructure will lead to massive surges in global oil prices, which will mainly affect China. \nIt can severely damage China’s economy, which has already been grappling with deflation and slowing growth.\n\nIf Israel keeps targeting the Iranian oil infrastructure, China might be urged to protect their economy. Something the US wants to avoid.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: 🇺🇸🇮🇱 US 'dismayed' by Israel's strikes on Iranian fuel depots, sparking first disagreement between alies - Axios. https://t.co/pnn64spzBw", "parent_author": null, "ret_m1d": 0.04255721972670501, "ret_signed_m1d": 0.04255721972670501, "alpha_spy_m1d": 0.05124110991265707, "alpha_c_m1d": 0.05124110991265707, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014664993313950658, "ret_signed_p1d": 0.014664993313950658, "alpha_spy_p1d": 0.016272099209790336, "alpha_c_p1d": 0.016272099209790336, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": 0.10255915614349442, "ret_signed_p1w": 0.10255915614349442, "alpha_spy_p1w": 0.11618205862830722, "alpha_c_p1w": 0.11618205862830722, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": 0.3234927576695781, "ret_signed_p1m": 0.3234927576695781, "alpha_spy_p1m": 0.3489247448395085, "alpha_c_p1m": 0.3489247448395085, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.025431987169930448, "ret_p3m": 0.3106489321699817, "ret_signed_p3m": 0.3106489321699817, "alpha_spy_p3m": 0.19139317101423337, "alpha_c_p3m": 0.19139317101423337, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.11925576115574832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3234927576695781, "alpha_spy_stated": 0.3489247448395085, "alpha_c_stated": 0.3489247448395085, "price_path": [-0.3239, -0.3362, -0.3405, -0.3493, -0.3658, -0.3484, -0.356, -0.3479, -0.3316, -0.3262, -0.3271, -0.3271, -0.3436, -0.3328, -0.3315, -0.3371, -0.3371, -0.339, -0.3269, -0.3433, -0.3502, -0.3239, -0.3216, -0.3132, -0.2957, -0.304, -0.3182, -0.3132, -0.3132, -0.3112, -0.297, -0.3116, -0.2912, -0.2957, -0.2748, -0.2656, -0.2414, -0.2378, -0.278, -0.2575, -0.2535, -0.2649, -0.2621, -0.2522, -0.2521, -0.2438, -0.2679, -0.2694, -0.2694, -0.2741, -0.239, -0.2218, -0.2251, -0.2246, -0.2259, -0.2358, -0.2354, -0.2145, -0.1643, -0.1354, -0.1224, -0.0769, 0.0426, 0.0, 0.0147, 0.0357, 0.1348, 0.1491, 0.1026, 0.1391, 0.1662, 0.1249, 0.1639, 0.0597, 0.0979, 0.0868, 0.1239, 0.1905, 0.2444, 0.2197, 0.1894, 0.322, 0.322, 0.3317, 0.3235, 0.1941, 0.2169, 0.1964, 0.2314, 0.1871, 0.175, 0.2062, 0.1122, 0.1628, 0.2293, 0.2403, 0.2913, 0.2691, 0.2913, 0.3381, 0.4438, 0.4099, 0.3687, 0.4148, 0.3819, 0.2839, 0.2937, 0.2805, 0.3291, 0.3831, 0.3614, 0.3707, 0.4208, 0.4309, 0.4661, 0.3828, 0.3662, 0.3507, 0.3507, 0.3131, 0.2559, 0.2535, 0.2373, 0.2988, 0.3157, 0.3501, 0.3106, 0.275, 0.2954, 0.2585, 0.2873, 0.2348, 0.2022, 0.1618, 0.1068, 0.0949, 0.101, 0.101, 0.0801, 0.0664, 0.0188, 0.0477, 0.011, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019381132798656775", "ticker_idx": 0, "ts": "2026-02-05T12:02:35+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The disconnect between their energy assets and their stock price is a gap waiting to be closed. The sell-off during this crypto crash confirms the market still mislabels them as a mere miner and that is where the opportunity lies.", "tweet_type": "analysis", "timeline": "months", "summary": "Long IREN: market mislabels it as a miner; MSFT contract, GPU fleet, Sweetwater substation progress, and AI pivot make the energy-asset/stock-price gap a buy 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": "Today is $IREN day. The sell-off during this crypto crash confirms the market still mislabels them as a mere miner and that is where the opportunity lies. This isn't just about hashrate, it's a massive infrastructure pivot.\n\nThe $MSFT contract execution is the ultimate litmus test for credibility. If they deliver on time, they aren’t just mining, they’re the backbone for Big Tech. Simultaneously, GPU fleet expansion and high utilization rates will prove they can generate sticky revenue beyond volatile Bitcoin cycles.\n\nPower is the new gold. The Sweetwater substation progress is critical. Shovel-ready power is the only bottleneck for AI hyperscalers. If $IREN secures its HPC operational pivot without excessive shareholder dilution, they transition from a legacy miner to a tier-one AI cloud powerhouse. \n\nThe disconnect between their energy assets and their stock price is a gap waiting to be closed.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1294294444002373, "ret_signed_m1d": 0.1294294444002373, "alpha_spy_m1d": 0.11678220537920048, "alpha_c_m1d": 0.1168567505716287, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.012572693828608594, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05126918493563726, "ret_signed_p1d": 0.05126918493563726, "alpha_spy_p1d": 0.032084398458817276, "alpha_c_p1d": 0.03306690946347346, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.018202275472163798, "ret_p1w": 0.006031612421397936, "ret_signed_p1w": 0.006031612421397936, "alpha_spy_p1w": 0.0006450652247731448, "alpha_c_p1w": 0.03605602378577655, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": -0.03002441136437861, "ret_p1m": -0.07765770498844282, "ret_signed_p1m": -0.07765770498844282, "alpha_spy_p1m": -0.06992478703300176, "alpha_c_p1m": -0.02661622733012292, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": -0.0510414776583199, "ret_p3m": 0.3757225538817588, "ret_signed_p3m": 0.3757225538817588, "alpha_spy_p3m": 0.304699472120445, "alpha_c_p3m": 0.4026471140363961, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": -0.02692456015463729, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07765770498844282, "alpha_spy_stated": -0.06992478703300176, "alpha_c_stated": -0.02661622733012292, "price_path": [0.5122, 0.4421, 0.3998, 0.2227, 0.1654, 0.1915, 0.2277, 0.1518, 0.0925, 0.0621, 0.2186, 0.193, 0.2176, 0.2176, 0.2016, 0.2186, 0.0334, 0.1048, 0.1674, 0.1236, 0.1646, 0.1772, 0.1038, 0.1043, 0.0085, -0.1083, -0.0804, -0.151, -0.1003, 0.0033, 0.0565, 0.0573, 0.055, 0.055, 0.0128, -0.0096, -0.0374, -0.0508, -0.0508, 0.0731, 0.2124, 0.1538, 0.0964, 0.148, 0.1568, 0.2649, 0.3317, 0.329, 0.3041, 0.4531, 0.4531, 0.3637, 0.3441, 0.3134, 0.4245, 0.3159, 0.5077, 0.5818, 0.5039, 0.3506, 0.334, 0.3669, 0.1294, 0.0, 0.0513, 0.1598, 0.0789, 0.0724, 0.006, 0.0611, 0.0611, 0.0297, 0.0576, 0.088, 0.0048, 0.0646, 0.1422, 0.1066, 0.1118, 0.0292, 0.0402, -0.0236, 0.1018, 0.0084, -0.0777, -0.0239, -0.042, 0.055, 0.0397, 0.045, 0.1294, 0.0797, 0.0608, 0.047, 0.0377, 0.0596, 0.0334, 0.0412, -0.0588, -0.1181, -0.2053, -0.1385, -0.1433, -0.1262, -0.1262, -0.1171, -0.1018, -0.0744, -0.0686, -0.0118, 0.0824, 0.1905, 0.2269, 0.1988, 0.2093, 0.2244, 0.1352, 0.2161, 0.3074, 0.2727, 0.2154, 0.1169, 0.0772, 0.1438, 0.1475, 0.2435, 0.3757, 0.5325, 0.4288, 0.5381, 0.386, 0.4215, 0.3865, 0.4677, 0.3305, 0.2682, 0.1998, 0.3247, 0.4592, 0.4282, 0.4282, 0.5024, 0.705, 0.6097, 0.5969, 0.6419, 0.6738, 0.6456, 0.5547, 0.3659, 0.4876, 0.3576, 0.2948, 0.4252, 0.5021, 0.5293, 0.4873, 0.4604, 0.5069, 0.5069, 0.4293, 0.3752, 0.2641, 0.1998, 0.1865, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029925118206501099", "ticker_idx": 0, "ts": "2026-03-06T14:20:37+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm considering a starting position", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Considering initiating a long position in MRVL on explosive AI data-center growth, 30%+ FY2027 guidance, record earnings, and custom silicon momentum.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MRVL surges 9.5% in pre-market after delivering stellar Q4 earnings yesterday. The company posted a phenomenal double beat.\n\nHere are the main reasons why I'm considering a starting position:\n\nExplosive AI Demand: Relentless AI spending is the engine of Marvell's success. Their Data Center segment revenue surged past the $6 billion mark for the year, skyrocketing 46% year-over-year.\n\nUnprecedented Growth Forecast: Management’s confidence is sky-high. They project revenue growth to accelerate every single quarter this year, forecasting over 30% total growth in FY2027 to approach an incredible $11 billion.\n\nFlawless Execution: Reporting record Q4 revenue of $2.22 billion and adjusted earnings of $0.80 per share, Marvell proved their operational leverage is exceptional. Their custom silicon business actually doubled over the past year!\n\nStrategic Acquisitions: The additions of Celestial AI and XConn Technologies show they are securing long-term leadership in next-generation AI infrastructure and scaling up their networking capabilities.\n\nMarvell is flawlessly translating the massive AI infrastructure boom into record-breaking, sustainable profits. I'm going to do some deeper analysis on the company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15507422931769366, "ret_signed_m1d": -0.15507422931769366, "alpha_spy_m1d": -0.16835543654088325, "alpha_c_m1d": -0.19393803171364743, "bench_spy_m1d": 0.013281207223189595, "bench_c_m1d": 0.03886380239595377, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034386532750935395, "ret_signed_p1d": 0.034386532750935395, "alpha_spy_p1d": 0.025626572028032424, "alpha_c_p1d": -0.0019020883526725818, "bench_spy_p1d": 0.00875996072290297, "bench_c_p1d": 0.036288621103607976, "ret_p1w": -0.019091215497886727, "ret_signed_p1w": -0.019091215497886727, "alpha_spy_p1w": -0.004084790991314424, "alpha_c_p1w": -0.03688076000362395, "bench_spy_p1w": -0.015006424506572302, "bench_c_p1w": 0.01778954450573722, "ret_p1m": 0.22261926523606768, "ret_signed_p1m": 0.22261926523606768, "alpha_spy_p1m": 0.2399464514847034, "alpha_c_p1m": 0.18209999488012274, "bench_spy_p1m": -0.017327186248635718, "bench_c_p1m": 0.040519270355944936, "ret_p3m": 2.3694428572098163, "ret_signed_p3m": 2.3694428572098163, "alpha_spy_p3m": 2.244632763433922, "alpha_c_p3m": 1.6932287818829768, "bench_spy_p3m": 0.12481009377589425, "bench_c_p3m": 0.6762140753268395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22261926523606768, "alpha_spy_stated": 0.2399464514847034, "alpha_c_stated": 0.18209999488012274, "price_path": [-0.0082, 0.0316, -0.0023, -0.0581, -0.06, -0.0621, -0.0885, -0.0576, -0.0619, -0.0539, -0.0218, -0.0351, -0.0351, -0.0368, -0.0432, -0.0321, -0.0519, -0.0519, -0.0027, 0.0066, -0.0157, -0.0557, -0.069, -0.0709, -0.0746, -0.0728, -0.0933, -0.1026, -0.1017, -0.1017, -0.1091, -0.0784, -0.0722, -0.1043, -0.0871, -0.0741, -0.0664, -0.0919, -0.1189, -0.1218, -0.1566, -0.1768, -0.1715, -0.1037, -0.0806, -0.0844, -0.0919, -0.1266, -0.1224, -0.1224, -0.1179, -0.117, -0.1112, -0.1126, -0.1315, -0.1248, -0.0966, -0.1148, -0.088, -0.0972, -0.1346, -0.1282, -0.1551, 0.0, 0.0344, 0.0416, 0.0097, -0.0212, -0.0191, 0.0224, 0.0136, -0.0218, -0.0004, -0.0185, 0.0066, 0.0311, 0.0991, 0.0905, 0.0593, -0.0196, 0.1058, 0.1914, 0.1958, 0.1958, 0.2226, 0.2212, 0.2778, 0.339, 0.4352, 0.4666, 0.4949, 0.5035, 0.4897, 0.5603, 0.6514, 0.6901, 0.7573, 0.8493, 0.8353, 0.7672, 0.7116, 0.7489, 0.8447, 0.8425, 0.8281, 0.8849, 0.9229, 0.7873, 0.9004, 0.9083, 0.8375, 0.9877, 1.0394, 0.9759, 0.887, 0.9689, 1.0866, 1.13, 1.193, 1.193, 1.3263, 1.2195, 1.288, 1.2899, 1.451, 2.2481, 2.3694, 2.5345, 1.943, 2.2265, 1.9811, 1.8214, 2.1355, 2.1243, 2.4502, 2.1128, 2.2342, 2.4692, 2.4692, 2.4388, 2.1169, 2.0908, 2.1417, 1.9798, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1993263642934940015", "ticker_idx": 0, "ts": "2025-11-25T10:21:00+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 will be the second to reach $5T market cap", "tweet_type": "prediction", "timeline": "unspecified", "summary": "GOOGL will be the second company to reach $5T market cap; bullish long-term price call.", "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": "@Stock_Opine $GOOGL will be the second to reach $5T market cap", "reply_text": null, "parent_text": "Is $GOOGL approaching $400 per share?\n\nAnother deal, another win.", "quoted_text": null, "parent_author": "Stock_Opine", "ret_m1d": -0.01502601915240287, "ret_signed_m1d": -0.01502601915240287, "alpha_spy_m1d": -0.0057076469984448375, "alpha_c_m1d": -0.0037399448338408803, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010790160699995277, "ret_signed_p1d": -0.010790160699995277, "alpha_spy_p1d": -0.01769365131971934, "alpha_c_p1d": -0.012189966641347527, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": -0.02359019397728357, "ret_signed_p1w": -0.02359019397728357, "alpha_spy_p1w": -0.033234403740851626, "alpha_c_p1w": -0.03172668808945045, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.008136494112166881, "ret_p1m": -0.02827274330117313, "ret_signed_p1m": -0.02827274330117313, "alpha_spy_p1m": -0.054049743833781694, "alpha_c_p1m": -0.06477580000102567, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.03650305669985254, "ret_p3m": -0.025519331315582594, "ret_signed_p3m": -0.025519331315582594, "alpha_spy_p3m": -0.04988485510728946, "alpha_c_p3m": -0.05069980814809716, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 0.2040513207632788, "ret_signed_p6m": 0.2040513207632788, "alpha_spy_p6m": 0.09968309107894369, "alpha_c_p6m": 0.1817630667536292, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02827274330117313, "alpha_spy_stated": -0.054049743833781694, "alpha_c_stated": -0.06477580000102567, "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": "orig:2018805228355661993", "ticker_idx": 0, "ts": "2026-02-03T21:54:08+00:00", "symbol": "MRCY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Mercury Systems is showing that its turnaround is working: they signed more new business than they billed, resulting in a record $1.5 billion backlog. Most importantly, they generated significant cash, a major relief for investors who were worried about the company's ability to turn orders into actual dollars.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MRCY despite 11% drop; turnaround working via record $1.5B backlog and significant cash generation.", "resolved_tickers": ["MRCY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$MRCY just dropped 11% despite a Q4 double beat. While the adjusted numbers look great, the company still reported a $15 million GAAP net loss. \n\nMercury Systems is showing that its turnaround is working: they signed more new business than they billed, resulting in a record $1.5 billion backlog. Most importantly, they generated significant cash, a major relief for investors who were worried about the company’s ability to turn orders into actual dollars.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2873443366636417, "ret_signed_m1d": 0.2873443366636417, "alpha_spy_m1d": 0.28247690581459417, "alpha_c_m1d": 0.29000098322895007, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": -0.002656646565308396, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025285229237477003, "ret_signed_p1d": 0.025285229237477003, "alpha_spy_p1d": 0.03777451329780124, "alpha_c_p1d": 0.03130685278476353, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.006021623547286525, "ret_p1w": 0.041623430629544655, "ret_signed_p1w": 0.041623430629544655, "alpha_spy_p1w": 0.033214676246706265, "alpha_c_p1w": 0.009449273714344342, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.032174156915200314, "ret_p1m": 0.10165969993093782, "ret_signed_p1m": 0.10165969993093782, "alpha_spy_p1m": 0.10877140868951451, "alpha_c_p1m": 0.08589731064605188, "bench_spy_p1m": -0.007111708758576696, "bench_c_p1m": 0.015762389284885936, "ret_p3m": 0.018283142926590834, "ret_signed_p3m": 0.018283142926590834, "alpha_spy_p3m": -0.030946467413362155, "alpha_c_p3m": 0.006060322932982309, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.012222819993608525, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10165969993093782, "alpha_spy_stated": 0.10877140868951451, "alpha_c_stated": 0.08589731064605188, "price_path": [-0.0395, -0.032, -0.0568, -0.0521, -0.076, -0.0813, -0.1137, -0.119, -0.1241, -0.1426, -0.1354, -0.1355, -0.1046, -0.0973, -0.0973, -0.0938, -0.1338, -0.1223, -0.0893, -0.0748, -0.0848, -0.0672, -0.0682, -0.025, -0.0066, -0.0341, -0.0341, -0.069, -0.0971, -0.1068, -0.0969, -0.0468, -0.0266, -0.0314, -0.0314, -0.0376, -0.0284, -0.0424, -0.0533, -0.0533, -0.0141, 0.0541, 0.0925, 0.0996, 0.1507, 0.2121, 0.258, 0.2855, 0.2788, 0.3349, 0.3358, 0.3358, 0.2591, 0.2911, 0.2899, 0.2844, 0.2823, 0.3102, 0.2969, 0.2745, 0.2173, 0.2175, 0.2873, 0.0, 0.0253, 0.0659, 0.107, 0.0939, 0.0416, 0.0406, 0.0679, 0.0679, 0.0804, 0.1237, 0.1652, 0.1363, 0.1138, 0.1509, 0.1579, 0.1616, 0.1544, 0.1801, 0.1596, 0.1564, 0.1017, 0.1206, 0.1587, 0.1264, 0.1151, 0.056, 0.0135, 0.0466, 0.0548, 0.024, 0.0089, 0.0018, 0.0152, -0.0341, 0.0206, -0.0124, -0.0742, -0.0941, -0.0546, -0.0307, -0.0376, -0.0376, -0.0176, 0.0053, 0.0478, 0.0274, 0.0322, 0.07, 0.0904, 0.1088, 0.101, 0.0899, 0.0908, 0.0809, 0.0712, 0.0232, 0.0113, -0.0008, -0.0077, -0.0307, 0.0232, 0.0185, 0.0183, 0.0757, 0.1885, 0.1419, 0.1714, 0.1923, 0.1971, 0.1994, 0.226, 0.1933, 0.211, 0.2033, 0.2294, 0.2495, 0.2779, 0.2779, 0.2879, 0.2592, 0.4018, 0.4484, 0.4429, 0.4636, 0.447, 0.5277, 0.4428, 0.4385, 0.411, 0.385, 0.5472, 0.5599, 0.5032, 0.458, 0.4977, 0.477, 0.477, 0.4492, 0.4376, 0.3615, 0.3689, 0.4183, null, null, 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:2024612929455222895", "ticker_idx": 0, "ts": "2026-02-19T22:31:52+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "for investors who have patiently waited to buy HIMS, it looks like it is time now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Now is the time to buy HIMS; risk-reward skews upside at current levels.", "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": "@TheStockSurgeon Exactly, for investors who have patiently waited to buy HIMS, it looks like it is time now.", "reply_text": null, "parent_text": "@Kaizen_Investor When the acquisition spend rivals the market cap it tells you how disconnected price and reality are. Execution risk is real, but the optionality across data, geography, and vertical integration is massive. At these levels the risk reward clearly skews to the upside.", "quoted_text": null, "parent_author": "TheStockSurgeon", "ret_m1d": 0.012156083108902482, "ret_signed_m1d": 0.012156083108902482, "alpha_spy_m1d": 0.019336097261738017, "alpha_c_m1d": 0.019336097261738017, "bench_spy_m1d": -0.007180014152835534, "bench_c_m1d": -0.007180014152835534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0076775358080907186, "ret_signed_p1d": -0.0076775358080907186, "alpha_spy_p1d": 0.002533830230675549, "alpha_c_p1d": 0.002533830230675549, "bench_spy_p1d": -0.010211366038766267, "bench_c_p1d": -0.010211366038766267, "ret_p1w": -0.07101725198656217, "ret_signed_p1w": -0.07101725198656217, "alpha_spy_p1w": -0.06602753642188741, "alpha_c_p1w": -0.06602753642188741, "bench_spy_p1w": -0.004989715564674757, "bench_c_p1w": -0.004989715564674757, "ret_p1m": 0.43698009725037323, "ret_signed_p1m": 0.43698009725037323, "alpha_spy_p1m": 0.48377265372398714, "alpha_c_p1m": 0.48377265372398714, "bench_spy_p1m": -0.04679255647361391, "bench_c_p1m": -0.04679255647361391, "ret_p3m": 0.47408833952855534, "ret_signed_p3m": 0.47408833952855534, "alpha_spy_p3m": 0.3959885752993797, "alpha_c_p3m": 0.3959885752993797, "bench_spy_p3m": 0.07809976422917564, "bench_c_p3m": 0.07809976422917564, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.43698009725037323, "alpha_spy_stated": 0.48377265372398714, "alpha_c_stated": 0.48377265372398714, "price_path": [1.373, 1.4568, 1.4568, 1.5438, 1.3999, 1.3231, 1.3717, 1.5605, 1.508, 1.5029, 1.5477, 1.4235, 1.4165, 1.3807, 1.3193, 1.3583, 1.2374, 1.2246, 1.2751, 1.2425, 1.2265, 1.2182, 1.2182, 1.1951, 1.1817, 1.1139, 1.0774, 1.0774, 1.1376, 1.2207, 1.2687, 1.2687, 1.167, 1.0275, 1.0691, 1.0601, 1.0038, 0.9981, 1.0077, 1.0077, 0.9495, 0.8484, 0.9527, 0.8951, 0.9373, 0.8989, 0.8343, 0.9111, 0.7332, 0.6916, 0.634, 0.5611, 0.5022, 0.4728, 0.2367, 0.103, 0.0678, 0.0109, 0.0429, 0.0429, 0.0409, 0.0134, 0.0122, 0.0, -0.0077, -0.0109, 0.0122, -0.0019, -0.071, 0.0544, 0.0122, 0.0525, 0.016, 0.007, 0.4178, 0.5016, 0.6558, 0.5253, 0.5848, 0.5918, 0.5982, 0.4811, 0.5457, 0.4088, 0.437, 0.3653, 0.3333, 0.3346, 0.2399, 0.2015, 0.3282, 0.2694, 0.2246, 0.2246, 0.3007, 0.2476, 0.2406, 0.2636, 0.2431, 0.3532, 0.3666, 0.5541, 0.7268, 0.8439, 0.984, 0.904, 0.856, 0.801, 0.9552, 0.8804, 0.7857, 0.6846, 0.7383, 0.7537, 0.7447, 0.6846, 0.7198, 0.6411, 0.8087, 0.8644, 0.6014, 0.5445, 0.5509, 0.6027, 0.4261, 0.4357, 0.4741, 0.5361, 0.5195, 0.5195, 0.5259, 0.6123, 0.6238, 0.6731, 0.7761, 0.7601, 0.7601, 0.7921, 0.6756, 0.7383, 0.8541, 0.7774, 0.8471, 0.7159, 0.9303, 1.0134, 1.0403, 1.2694, 1.2694, 1.1459, 1.1088, 1.0921, 1.0928, 1.1715, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996700255924961367", "ticker_idx": 0, "ts": "2025-12-04T21:56:52+00:00", "symbol": "cybersecurity", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I'm very bullish on the cybersecurity sector", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bullish cybersecurity sector; holds CRWD and NET as live long positions.", "resolved_tickers": ["CIBR"], "resolution_method": "etf", "resolution_reason": "US cybersecurity sector proxied by CIBR ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer I'm very bullish on the cybersecurity sector. $RBRK is high on my watchlist but I already own $CRWD and $NET. Don't want to own too much in the same sector.", "reply_text": null, "parent_text": "$RBRK just reported excellent earnings.\n\nI still really like the company; it operates in one of the fastest-growing sectors in the world. https://t.co/TnqGMIaElV", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.0036009860692854945, "ret_signed_m1d": -0.0036009860692854945, "alpha_spy_m1d": -0.0017051024272144444, "alpha_c_m1d": -0.0017051024272144444, "bench_spy_m1d": -0.00189588364207105, "bench_c_m1d": -0.00189588364207105, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003067400564970457, "ret_signed_p1d": 0.003067400564970457, "alpha_spy_p1d": 0.006071609670776468, "alpha_c_p1d": 0.006071609670776468, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": -0.0030042091058060105, "ret_p1w": -0.011824299786668102, "ret_signed_p1w": -0.011824299786668102, "alpha_spy_p1w": -0.006092940503434896, "alpha_c_p1w": -0.006092940503434896, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.005731359283233206, "ret_p1m": -0.04338604604343688, "ret_signed_p1m": -0.04338604604343688, "alpha_spy_p1m": -0.049310188798700305, "alpha_c_p1m": -0.049310188798700305, "bench_spy_p1m": 0.0059241427552634285, "bench_c_p1m": 0.0059241427552634285, "ret_p3m": -0.13526259547201136, "ret_signed_p3m": -0.13526259547201136, "alpha_spy_p3m": -0.1373983814514833, "alpha_c_p3m": -0.1373983814514833, "bench_spy_p3m": 0.002135785979471949, "bench_c_p3m": 0.002135785979471949, "ret_p6m": 0.2613144985288549, "ret_signed_p6m": 0.2613144985288549, "alpha_spy_p6m": 0.14877221046906253, "alpha_c_p6m": 0.14877221046906253, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": 0.11254228805979238, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04338604604343688, "alpha_spy_stated": -0.049310188798700305, "alpha_c_stated": -0.049310188798700305, "price_path": [-0.0056, 0.0003, 0.0081, -0.0005, 0.0097, 0.0061, 0.0035, 0.0264, 0.0257, 0.0256, 0.0156, 0.0097, 0.0055, 0.0111, 0.0151, 0.0137, 0.0207, 0.0281, 0.0229, 0.0319, 0.0168, 0.0431, 0.0401, 0.0067, 0.0263, 0.012, 0.0097, -0.0021, 0.0019, 0.0203, 0.0277, 0.0197, 0.0319, 0.0333, 0.0372, 0.0413, 0.02, 0.018, 0.0312, 0.0309, 0.0059, 0.0079, -0.0048, 0.0053, 0.0233, 0.0251, 0.0144, -0.0029, -0.0032, -0.0163, -0.0233, -0.0213, -0.0464, -0.0456, -0.0337, -0.0183, -0.0269, -0.0269, -0.0177, -0.0292, -0.0229, -0.0099, -0.0036, 0.0, 0.0031, 0.0088, 0.0149, 0.0104, -0.0118, -0.0301, -0.0309, -0.0459, -0.0323, -0.0221, -0.0181, -0.0263, -0.0257, -0.0257, -0.0219, -0.0297, -0.0339, -0.0445, -0.0445, -0.0548, -0.0434, -0.0346, -0.0177, -0.032, -0.0297, -0.0243, -0.0288, -0.0315, -0.0356, -0.0383, -0.0383, -0.0641, -0.0629, -0.0552, -0.053, -0.0359, -0.0367, -0.0437, -0.0697, -0.0764, -0.0693, -0.1028, -0.1103, -0.1314, -0.1022, -0.086, -0.0795, -0.0957, -0.1294, -0.1062, -0.1062, -0.1235, -0.1183, -0.1185, -0.1454, -0.1806, -0.1765, -0.1613, -0.1458, -0.1587, -0.1521, -0.1453, -0.1353, -0.1202, -0.1173, -0.1136, -0.1203, -0.1206, -0.1267, -0.1287, -0.1374, -0.1311, -0.1313, -0.1276, -0.1437, -0.1307, -0.1564, -0.1525, -0.1541, -0.186, -0.1856, -0.1603, -0.154, -0.1401, -0.1401, -0.1405, -0.1259, -0.1204, -0.1549, -0.1863, -0.1535, -0.1588, -0.1356, -0.1169, -0.1094, -0.1017, -0.0885, -0.0768, -0.1079, -0.0992, -0.095, -0.1004, -0.0908, -0.0964, -0.0788, -0.0656, -0.0506, -0.0599, -0.0202, 0.0091, 0.0105, 0.0026, 0.0162, 0.0498, 0.059, 0.0841, 0.0771, 0.094, 0.1006, 0.1291, 0.1291, 0.1318, 0.0991, 0.121, 0.1929, 0.2613]}
{"unit_id": "reply:1996700255924961367", "ticker_idx": 1, "ts": "2025-12-04T21:56:52+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I already own $CRWD", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bullish cybersecurity sector; holds CRWD and NET as live long positions.", "resolved_tickers": ["CRWD"], "resolution_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": "@meeijer I'm very bullish on the cybersecurity sector. $RBRK is high on my watchlist but I already own $CRWD and $NET. Don't want to own too much in the same sector.", "reply_text": null, "parent_text": "$RBRK just reported excellent earnings.\n\nI still really like the company; it operates in one of the fastest-growing sectors in the world. https://t.co/TnqGMIaElV", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": 0.0021287146416182345, "ret_signed_m1d": 0.0021287146416182345, "alpha_spy_m1d": 0.004024598283689285, "alpha_c_m1d": 0.004024598283689285, "bench_spy_m1d": -0.00189588364207105, "bench_c_m1d": -0.00189588364207105, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006171460585760125, "ret_signed_p1d": 0.006171460585760125, "alpha_spy_p1d": 0.009175669691566135, "alpha_c_p1d": 0.009175669691566135, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": -0.0030042091058060105, "ret_p1w": -0.014159385392950363, "ret_signed_p1w": -0.014159385392950363, "alpha_spy_p1w": -0.008428026109717157, "alpha_c_p1w": -0.008428026109717157, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.005731359283233206, "ret_p1m": -0.10835310104778817, "ret_signed_p1m": -0.10835310104778817, "alpha_spy_p1m": -0.1142772438030516, "alpha_c_p1m": -0.1142772438030516, "bench_spy_p1m": 0.0059241427552634285, "bench_c_p1m": 0.0059241427552634285, "ret_p3m": -0.20379671240061503, "ret_signed_p3m": -0.20379671240061503, "alpha_spy_p3m": -0.20593249838008698, "alpha_c_p3m": -0.20593249838008698, "bench_spy_p3m": 0.002135785979471949, "bench_c_p3m": 0.002135785979471949, "ret_p6m": 0.5275861534610387, "ret_signed_p6m": 0.5275861534610387, "alpha_spy_p6m": 0.41504386540124627, "alpha_c_p6m": 0.41504386540124627, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": 0.11254228805979238, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10835310104778817, "alpha_spy_stated": -0.1142772438030516, "alpha_c_stated": -0.1142772438030516, "price_path": [-0.1729, -0.1702, -0.1536, -0.1483, -0.1314, -0.1309, -0.1299, -0.0184, -0.0185, -0.0369, -0.0545, -0.0697, -0.0761, -0.0598, -0.0461, -0.0423, -0.0236, -0.0297, -0.0433, -0.0314, -0.0535, -0.0041, -0.0057, -0.0359, -0.0067, -0.0451, -0.0449, -0.0582, -0.0535, -0.0164, -0.0158, -0.0233, 0.0194, 0.0299, 0.0345, 0.0682, 0.0654, 0.052, 0.0605, 0.0779, 0.0428, 0.0432, 0.04, 0.0543, 0.0889, 0.0873, 0.0661, 0.0347, 0.0498, 0.0347, 0.0032, 0.0167, -0.0209, -0.0417, -0.0102, 0.0006, -0.0205, -0.0205, -0.0056, -0.0154, 0.0088, 0.0237, 0.0021, 0.0, 0.0062, 0.0116, 0.0147, 0.011, -0.0142, -0.048, -0.0459, -0.082, -0.0679, -0.0601, -0.0564, -0.0648, -0.0682, -0.0682, -0.0602, -0.0705, -0.0711, -0.0845, -0.0845, -0.1142, -0.1084, -0.1049, -0.0647, -0.0941, -0.0809, -0.088, -0.086, -0.1002, -0.1114, -0.1136, -0.1136, -0.1353, -0.1292, -0.1138, -0.1163, -0.0853, -0.0691, -0.0837, -0.1317, -0.1379, -0.1429, -0.1764, -0.1888, -0.2634, -0.2276, -0.2031, -0.1926, -0.1879, -0.1963, -0.1609, -0.1609, -0.1909, -0.188, -0.1756, -0.2411, -0.3158, -0.316, -0.2905, -0.2557, -0.2735, -0.2484, -0.2356, -0.2038, -0.1677, -0.1622, -0.1521, -0.1478, -0.1367, -0.1377, -0.1372, -0.1722, -0.154, -0.1489, -0.1638, -0.2012, -0.1928, -0.2325, -0.2464, -0.2332, -0.2782, -0.2577, -0.2375, -0.2319, -0.2205, -0.2205, -0.2215, -0.1734, -0.167, -0.2292, -0.2598, -0.2144, -0.2217, -0.197, -0.1833, -0.172, -0.1541, -0.1219, -0.0886, -0.1301, -0.1248, -0.1121, -0.1114, -0.1165, -0.1294, -0.1101, -0.0836, -0.0693, -0.0859, -0.0123, 0.0307, 0.059, 0.0667, 0.0987, 0.1326, 0.1602, 0.2086, 0.2048, 0.2697, 0.266, 0.2957, 0.2957, 0.3115, 0.2604, 0.3105, 0.4277, 0.5276]}
{"unit_id": "reply:1996700255924961367", "ticker_idx": 2, "ts": "2025-12-04T21:56:52+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I already own $CRWD and $NET", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bullish cybersecurity sector; holds CRWD and NET as live long positions.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer I'm very bullish on the cybersecurity sector. $RBRK is high on my watchlist but I already own $CRWD and $NET. Don't want to own too much in the same sector.", "reply_text": null, "parent_text": "$RBRK just reported excellent earnings.\n\nI still really like the company; it operates in one of the fastest-growing sectors in the world. https://t.co/TnqGMIaElV", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": 0.015924344348541508, "ret_signed_m1d": 0.015924344348541508, "alpha_spy_m1d": 0.017820227990612558, "alpha_c_m1d": 0.017820227990612558, "bench_spy_m1d": -0.00189588364207105, "bench_c_m1d": -0.00189588364207105, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02443395738579701, "ret_signed_p1d": 0.02443395738579701, "alpha_spy_p1d": 0.027438166491603022, "alpha_c_p1d": 0.027438166491603022, "bench_spy_p1d": -0.0030042091058060105, "bench_c_p1d": -0.0030042091058060105, "ret_p1w": 0.0074148072445496815, "ret_signed_p1w": 0.0074148072445496815, "alpha_spy_p1w": 0.013146166527782888, "alpha_c_p1w": 0.013146166527782888, "bench_spy_p1w": -0.005731359283233206, "bench_c_p1w": -0.005731359283233206, "ret_p1m": -0.016372198736485655, "ret_signed_p1m": -0.016372198736485655, "alpha_spy_p1m": -0.022296341491749083, "alpha_c_p1m": -0.022296341491749083, "bench_spy_p1m": 0.0059241427552634285, "bench_c_p1m": 0.0059241427552634285, "ret_p3m": -0.07494400491318587, "ret_signed_p3m": -0.07494400491318587, "alpha_spy_p3m": -0.07707979089265782, "alpha_c_p3m": -0.07707979089265782, "bench_spy_p3m": 0.002135785979471949, "bench_c_p3m": 0.002135785979471949, "ret_p6m": 0.34769848936087655, "ret_signed_p6m": 0.34769848936087655, "alpha_spy_p6m": 0.23515620130108417, "alpha_c_p6m": 0.23515620130108417, "bench_spy_p6m": 0.11254228805979238, "bench_c_p6m": 0.11254228805979238, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.016372198736485655, "alpha_spy_stated": -0.022296341491749083, "alpha_c_stated": -0.022296341491749083, "price_path": [0.0876, 0.1096, 0.1179, 0.1014, 0.1247, 0.091, 0.0643, 0.1126, 0.1244, 0.136, 0.111, 0.0827, 0.0858, 0.0766, 0.0877, 0.0679, 0.0802, 0.1175, 0.0782, 0.0999, 0.0818, 0.0948, 0.0995, 0.064, 0.1075, 0.0826, 0.0818, 0.052, 0.0451, 0.0602, 0.0599, 0.0487, 0.0807, 0.0841, 0.1202, 0.1147, 0.1315, 0.1072, 0.2605, 0.2347, 0.159, 0.1371, 0.1242, 0.1585, 0.197, 0.1692, 0.1231, 0.0627, 0.048, 0.0065, -0.022, -0.0236, -0.0476, -0.0725, -0.0346, -0.0172, -0.0197, -0.0197, -0.0037, -0.0187, 0.0015, 0.0169, 0.0159, 0.0, 0.0244, 0.0397, 0.0623, 0.0348, 0.0074, -0.0211, -0.017, -0.0474, -0.0354, -0.0262, 0.0055, 0.0056, 0.0085, 0.0085, 0.0072, -0.0012, -0.0066, -0.0189, -0.0189, -0.0245, -0.0164, -0.0147, 0.0093, -0.0696, -0.0904, -0.0725, -0.0609, -0.0625, -0.0837, -0.0835, -0.0835, -0.1171, -0.1542, -0.1376, -0.1369, -0.0577, 0.0249, -0.08, -0.1023, -0.1174, -0.0922, -0.1525, -0.1695, -0.1886, -0.138, -0.1354, -0.1044, -0.0574, -0.0785, -0.0254, -0.0254, -0.0362, -0.0473, -0.0414, -0.1185, -0.2028, -0.1848, -0.1451, -0.1308, -0.1431, -0.0992, -0.1097, -0.0749, -0.043, -0.0287, 0.0026, 0.0325, 0.06, 0.0555, 0.0572, 0.0317, 0.0526, 0.1221, 0.1016, 0.072, 0.098, 0.0607, 0.0848, 0.0457, 0.0103, -0.0315, 0.0268, 0.0223, 0.0534, 0.0534, 0.0539, 0.0763, 0.0513, -0.0393, -0.169, -0.0842, -0.111, -0.0538, -0.0178, 0.0002, 0.0192, 0.0334, 0.0329, 0.0202, 0.0305, 0.0568, 0.0376, 0.0548, 0.02, 0.0824, 0.1156, 0.2164, 0.2371, 0.2779, -0.024, -0.037, -0.0705, -0.0415, -0.0057, -0.0169, 0.004, 0.0288, 0.0457, 0.0582, 0.0757, 0.0757, 0.0826, 0.0412, 0.1352, 0.2034, 0.3477]}
{"unit_id": "quote:2029602433283019025", "ticker_idx": 0, "ts": "2026-03-05T16:58:22+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 take leans bullish on IREN's pivot... I'm not selling any shares", "tweet_type": "analysis", "timeline": "months", "summary": "Long IREN: infrastructure retrofit moat + hardware-first strategy positions it to dominate supply-constrained AI compute market despite 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": "quote", "lang": "en", "tweet_text": "Lots of different views on the $IREN news. \n\nMy take leans bullish on IREN’s pivot, though I understand the warnings some investors give right now.\n\nThe $6 billion ATM is a bitter pill. Diluting equity to front-run uncontracted demand is a high-wire gamble, introducing execution risk that competitors with pre-funded hyperscaler deals simply do not have to sweat. If the enterprise clients don't eventually sign, this capital structure will be punishing.\n\nBut here is why the bullish thesis holds heavy weight. In the AI arms race, compute is the ultimate currency, and time-to-market is everything.\n\nIREN is exploiting a massive infrastructure advantage. Their ability to retrofit existing air-cooled data centers in Texas and Canada to handle ultra-dense B300 racks for a fraction of the cost ($2–$3 million per MW) is an underappreciated moat. While competitors bleed time and capital building expensive liquid-cooled facilities from scratch, IREN is leapfrogging the line. \n\nYou do not land a tier-one hyperscaler for a gigawatt-scale project like Sweetwater without proving you have the institutional balance sheet to actually build it. IREN is front-loading the financial pain today to buy infrastructure dominance tomorrow. In a heavily supply-constrained market, the company holding the hardware dictates the terms.\n\nWe need to see a new deal soon, but I'm confident we will. I'm not selling any shares.", "reply_text": null, "parent_text": null, "quoted_text": "Big moment for $IREN. \n\nThis is a massive indicator that IREN is actively hunting for, or is already negotiating, major new cloud contracts.\n\nIREN is buying the hardware before having all the customer signatures on the dotted line. In the AI infrastructure world, high-end GPUs", "parent_author": null, "ret_m1d": 0.09258567358474501, "ret_signed_m1d": 0.09258567358474501, "alpha_spy_m1d": 0.08697892130962215, "alpha_c_m1d": 0.08731533189166374, "bench_spy_m1d": 0.0056067522751228616, "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": -0.08535823643764606, "ret_signed_p1d": -0.08535823643764606, "alpha_spy_p1d": -0.0722511077072262, "alpha_c_p1d": -0.0724751873109053, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.012883049126740764, "ret_p1w": 0.03102801076348327, "ret_signed_p1w": 0.03102801076348327, "alpha_spy_p1w": 0.05341143030327833, "alpha_c_p1w": 0.0778755508964094, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.046847540132926135, "ret_p1m": -0.13345793251679328, "ret_signed_p1m": -0.13345793251679328, "alpha_spy_p1m": -0.09868823309743502, "alpha_c_p1m": -0.10524401812674233, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.028213914390050943, "ret_p3m": 0.6598130460840148, "ret_signed_p3m": 0.6598130460840148, "alpha_spy_p3m": 0.541901393117439, "alpha_c_p3m": 0.6501600537450161, "bench_spy_p3m": 0.1179116529665758, "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": -0.13345793251679328, "alpha_spy_stated": -0.09868823309743502, "alpha_c_stated": -0.10524401812674233, "price_path": [0.1549, 0.1674, 0.0946, 0.0951, 0.0001, -0.1158, -0.0881, -0.1581, -0.1078, -0.0051, 0.0477, 0.0485, 0.0462, 0.0462, 0.0044, -0.0178, -0.0455, -0.0587, -0.0587, 0.0642, 0.2022, 0.1442, 0.0872, 0.1384, 0.1472, 0.2543, 0.3206, 0.3179, 0.2932, 0.441, 0.441, 0.3523, 0.3328, 0.3024, 0.4126, 0.3049, 0.4951, 0.5686, 0.4913, 0.3393, 0.3229, 0.3555, 0.12, -0.0083, 0.0425, 0.1502, 0.0699, 0.0634, -0.0024, 0.0522, 0.0522, 0.0211, 0.0487, 0.0789, -0.0036, 0.0557, 0.1327, 0.0973, 0.1026, 0.0206, 0.0315, -0.0318, 0.0926, 0.0, -0.0854, -0.032, -0.05, 0.0462, 0.031, 0.0363, 0.12, 0.0707, 0.052, 0.0383, 0.029, 0.0507, 0.0248, 0.0325, -0.0667, -0.1255, -0.212, -0.1457, -0.1504, -0.1335, -0.1335, -0.1245, -0.1093, -0.0821, -0.0764, -0.0201, 0.0734, 0.1806, 0.2167, 0.1888, 0.1993, 0.2142, 0.1257, 0.206, 0.2964, 0.2621, 0.2052, 0.1075, 0.0682, 0.1342, 0.1379, 0.2331, 0.3642, 0.5198, 0.4168, 0.5252, 0.3745, 0.4096, 0.375, 0.4555, 0.3194, 0.2576, 0.1898, 0.3136, 0.447, 0.4163, 0.4163, 0.4898, 0.6907, 0.5963, 0.5836, 0.6282, 0.6598, 0.6319, 0.5417, 0.3545, 0.4751, 0.3463, 0.284, 0.4133, 0.4896, 0.5165, 0.4749, 0.4482, 0.4943, 0.4943, 0.4173, 0.3637, 0.2536, 0.1898, 0.1766, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2029138010776719776", "ticker_idx": 0, "ts": "2026-03-04T10:12:55+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I expect the margins to continue to rise", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish FLNC: Q4 margin issues were one-off; AI subscription tool on deployed battery packages will structurally expand margins going forward.", "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": "That's a great point. The margin problems they had in the Q4 earnings call, where due to 2 mismanaged projects. So, that should be solved in the next quarter. \n\nBut margins should grow beyond these mismanaged projects. The fact is that $FLNC is now mainly getting profit from assembly and selling their backery packages. \n\nOn these packages they sell their AI-tool to manage electricity costs. This tool is how they will boost their margins, it's a subscription that customers pay each month. So, the more battery packages they have in the field, the more high-margin subscriptions they can sell. \n\nFor this reason, I expect the margins to continue to rise.", "reply_text": null, "parent_text": "@Kaizen_Investor They need to improve the margins. The Ebitda estimates changed in Feb25 to the low and never got improved despite the volume increase… what is your thought? Any way to improve it?", "quoted_text": null, "parent_author": "luismanuecx", "ret_m1d": -0.05569620910238671, "ret_signed_m1d": -0.05569620910238671, "alpha_spy_m1d": -0.048690371381933994, "alpha_c_m1d": -0.048690371381933994, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002531643124693339, "ret_signed_p1d": -0.002531643124693339, "alpha_spy_p1d": 0.0030438487486835752, "alpha_c_p1d": 0.0030438487486835752, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.08291141796218993, "ret_signed_p1w": 0.08291141796218993, "alpha_spy_p1w": 0.09575560304792152, "alpha_c_p1w": 0.09575560304792152, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.1582278461911667, "ret_signed_p1m": -0.1582278461911667, "alpha_spy_p1m": -0.1180765130749839, "alpha_c_p1m": -0.1180765130749839, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.7183543854924168, "ret_signed_p3m": 0.7183543854924168, "alpha_spy_p3m": 0.6081831855163469, "alpha_c_p3m": 0.6081831855163469, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.7183543854924168, "alpha_spy_stated": 0.6081831855163469, "alpha_c_stated": 0.6081831855163469, "price_path": [0.5165, 0.4468, 0.5152, 0.507, 0.6323, 0.4044, 0.362, 0.3487, 0.1753, 0.2222, 0.2633, 0.2943, 0.2449, 0.2551, 0.2551, 0.2791, 0.2639, 0.257, 0.2519, 0.2519, 0.4563, 0.4082, 0.3816, 0.3013, 0.3405, 0.4684, 0.4734, 0.5076, 0.4335, 0.6139, 0.7139, 0.7139, 0.6146, 0.6671, 0.7259, 0.7051, 0.7165, 0.8, 0.9614, 0.9981, 0.9475, 0.9551, 1.0399, 0.8348, 0.1994, 0.2304, 0.2278, 0.2019, 0.1089, 0.1038, 0.1684, 0.1684, 0.1253, 0.1032, 0.0481, 0.0475, 0.0171, 0.0437, 0.0335, 0.0253, -0.0165, -0.043, -0.0557, 0.0, -0.0025, -0.0646, -0.0063, 0.0684, 0.0829, 0.0392, 0.0367, 0.062, 0.0443, 0.012, 0.0146, -0.0424, -0.0278, 0.0222, 0.0348, -0.0532, -0.1044, -0.1772, -0.1291, -0.1759, -0.1582, -0.1582, -0.1646, -0.1614, -0.1696, -0.1418, -0.1278, -0.1361, -0.0633, -0.0373, -0.0519, -0.1434, -0.2006, -0.1918, -0.1456, -0.1443, -0.1532, -0.1544, -0.2184, -0.2513, -0.2291, -0.2285, -0.2196, -0.1968, -0.1418, 0.2006, 0.5291, 0.5968, 0.3468, 0.3987, 0.3253, 0.3146, 0.2367, 0.1335, 0.1987, 0.2778, 0.3601, 0.3601, 0.35, 0.343, 0.3519, 0.1949, 0.7184, 0.7665, 0.5728, 0.7184, 0.45, 0.5234, 0.4848, 0.3684, 0.5367, 0.5006, 0.5304, 0.5139, 0.4823, 0.5696, 0.5696, 0.5943, 0.3424, 0.25, 0.2266, 0.2196, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016621388333998289", "ticker_idx": 0, "ts": "2026-01-28T21:16:20+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is officially pivoting from a car manufacturer to a physical AI company. While vehicle sales dipped slightly, the critical automotive profit margin actually improved, showing the core business is stabilizing.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSLA: core margins stabilizing, AI pivot concrete with Cybercab/Semi/Optimus roadmap, Energy division record profits, FSD subscription shift signals software confidence.", "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": "$TSLA with a strong Q4 double beat. The stock is up 3% as a result. \n\n$TSLA is officially pivoting from a car manufacturer to a physical AI company. While vehicle sales dipped slightly, the critical automotive profit margin actually improved, showing the core business is stabilizing.\n\nThe future roadmap is now concrete: Cybercab and Semi production begin in the first half of 2026, with the Optimus Gen 3 robot slated for production by year-end. Meanwhile, the Energy division has exploded into a major profit engine, hitting a record $1.1 billion in profit .\n\nIn a bold move, Tesla is phasing out upfront FSD purchases, shifting entirely to a subscription model. 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{"unit_id": "quote:1987895123787628620", "ticker_idx": 0, "ts": "2025-11-10T14:48:25+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX again +12.5% today 🟢", "tweet_type": "news_reaction", "timeline": "intraday", "summary": "Highlights AMPX up 12.5% on massive double beat with 173% YoY revenue growth and record orders.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX again +12.5% today 🟢", "reply_text": null, "parent_text": null, "quoted_text": "$AMPX just reported a massive double beat sending the stock +8% 📈\n\nRevenue exploded 173% YoY driven by a &gt;4x ramp in SiCore battery shipments. They landed record UAS purchase orders, grew backlog 83%, and expanded gross margin to 15%. Execution is on point. https://t.co/MdSABqVmU3", "parent_author": null, "ret_m1d": -0.06328186907251765, "ret_signed_m1d": -0.06328186907251765, "alpha_spy_m1d": -0.04791734279439219, "alpha_c_m1d": -0.05763988825543209, "bench_spy_m1d": -0.015364526278125457, "bench_c_m1d": -0.005641980817085557, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04930096164615272, "ret_signed_p1d": -0.04930096164615272, "alpha_spy_p1d": -0.05159022919071654, "alpha_c_p1d": -0.04956028733945972, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.00025932569330699984, "ret_p1w": -0.23252390080439866, "ret_signed_p1w": -0.23252390080439866, "alpha_spy_p1w": -0.20938178920908557, "alpha_c_p1w": -0.20865884998235218, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.023865050822046485, "ret_p1m": -0.1390728713835112, "ret_signed_p1m": -0.1390728713835112, "alpha_spy_p1m": -0.14142084041152492, "alpha_c_p1m": -0.13297682105955377, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": -0.006096050323957436, "ret_p3m": -0.22148640140439246, "ret_signed_p3m": -0.22148640140439246, "alpha_spy_p3m": -0.2188190059964379, "alpha_c_p3m": -0.3171197879404182, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.09563338653602571, "ret_p6m": 0.574687224301109, "ret_signed_p6m": 0.574687224301109, "alpha_spy_p6m": 0.5065209845898986, "alpha_c_p6m": 0.4496118870928629, "bench_spy_p6m": 0.06816623971121039, "bench_c_p6m": 0.12507533720824604, "ret_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": -0.04930096164615272, "alpha_spy_stated": -0.05159022919071654, "alpha_c_stated": -0.04956028733945972, "price_path": [-0.4356, -0.4525, -0.4768, -0.4695, -0.504, -0.504, -0.5004, -0.4724, -0.4349, -0.4253, -0.4628, -0.457, -0.4783, -0.4783, -0.4614, -0.4783, -0.4901, -0.4768, -0.4341, -0.4246, -0.4577, -0.401, -0.4018, -0.3841, -0.3274, -0.2355, -0.156, -0.1339, -0.1126, -0.1398, -0.184, -0.1854, -0.1957, -0.2149, -0.2259, -0.1141, -0.0809, -0.0625, -0.011, -0.0677, -0.0861, -0.0574, -0.1221, -0.0508, -0.025, 0.0751, -0.0596, -0.1288, -0.0044, -0.1015, -0.1619, -0.142, -0.0515, -0.0706, -0.1244, -0.0802, -0.0957, 0.0368, -0.0022, -0.1096, -0.0405, -0.1714, -0.0633, 0.0, -0.0493, -0.0898, -0.1376, -0.1692, -0.2325, -0.2149, -0.2046, -0.2421, -0.2561, -0.2053, -0.2104, -0.2046, -0.2046, -0.167, -0.2193, -0.2009, -0.1523, -0.1008, -0.1038, -0.1317, -0.1391, -0.1876, -0.1582, -0.1972, -0.2605, -0.2436, -0.3539, -0.3267, -0.312, -0.3326, -0.3584, -0.3723, -0.3723, -0.3915, -0.4172, -0.4238, -0.4194, -0.4194, -0.3569, -0.3223, -0.3238, -0.3451, -0.3201, -0.3024, -0.2634, -0.2884, -0.2377, -0.2531, -0.1906, -0.1906, -0.1781, -0.1707, -0.1207, -0.1781, -0.1979, -0.1479, -0.1185, -0.0007, -0.0846, -0.0324, 0.0802, -0.0876, -0.2215, -0.0993, -0.0809, -0.1501, -0.1825, -0.2502, -0.2664, -0.2664, -0.2811, -0.2708, -0.2384, -0.2995, -0.2494, -0.2053, -0.1862, -0.1523, -0.2104, -0.1472, -0.1442, -0.0765, 0.0957, 0.2016, 0.3039, 0.3245, 0.3679, 0.3458, 0.3208, 0.3753, 0.426, 0.3907, 0.4062, 0.3392, 0.3745, 0.3068, 0.3194, 0.2627, 0.1862, 0.0831, 0.2406, 0.142, 0.1773, 0.1773, 0.2921, 0.2288, 0.245, 0.1884, 0.2671, 0.3532, 0.3164, 0.3466, 0.4077, 0.3738, 0.443, 0.5769, 0.6696, 0.599, 0.5202, 0.5762, 0.4489, 0.4967, 0.5497, 0.5357, 0.4996, 0.5747]}
{"unit_id": "reply:1993090977041637466", "ticker_idx": 0, "ts": "2025-11-24T22:54:53+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL is winning this AI battle. Will be the second biggest company behind $NVDA for years to come!", "tweet_type": "prediction", "timeline": "years", "summary": "Long GOOGL as the AI battle winner, second only to NVDA for years; incidentally bullish on NVDA's continued dominance.", "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": "@StockSavvyShay $GOOGL is winning this AI battle. Will be the second biggest company behind $NVDA for years to come!", "reply_text": null, "parent_text": "$META IS REPORTEDLY IN ADVANCED TALKS TO DEPLOY $GOOGLE TPUS ACROSS ITS DATA CENTERS IN A DEAL THAT COULD BE WORTH BILLIONS. https://t.co/RChQTsXduG", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.01502601915240287, "ret_signed_m1d": -0.01502601915240287, "alpha_spy_m1d": -0.0057076469984448375, "alpha_c_m1d": -0.0037399448338408803, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010790160699995277, "ret_signed_p1d": -0.010790160699995277, "alpha_spy_p1d": -0.01769365131971934, "alpha_c_p1d": -0.012189966641347527, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": -0.02359019397728357, "ret_signed_p1w": -0.02359019397728357, "alpha_spy_p1w": -0.033234403740851626, "alpha_c_p1w": -0.03172668808945045, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.008136494112166881, "ret_p1m": -0.02827274330117313, "ret_signed_p1m": -0.02827274330117313, "alpha_spy_p1m": -0.054049743833781694, "alpha_c_p1m": -0.06477580000102567, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.03650305669985254, "ret_p3m": -0.025519331315582594, "ret_signed_p3m": -0.025519331315582594, "alpha_spy_p3m": -0.04988485510728946, "alpha_c_p3m": -0.05069980814809716, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 0.2040513207632788, "ret_signed_p6m": 0.2040513207632788, "alpha_spy_p6m": 0.09968309107894369, "alpha_c_p6m": 0.1817630667536292, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3462, -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]}
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{"unit_id": "orig:2018798094679412845", "ticker_idx": 0, "ts": "2026-02-03T21:25:47+00:00", "symbol": "LITE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "proving it is a cornerstone of the AI revolution... Their outlook for next quarter suggests this boom is only just beginning", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish LITE: 65% revenue growth, expanding margins, $400M backlog, new co-packaged optics order; boom seen as just beginning.", "resolved_tickers": ["LITE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "original", "lang": "en", "tweet_text": "$LITE is up 10% after a very strong Q4 double beat. \n\nLumentum (LITE) just delivered a knockout quarter, proving it is a cornerstone of the AI revolution. Revenue jumped over 65% as tech giants scrambled for the high-speed lasers that power AI data centers. The company didn't just beat expectations; it crushed them, showing massive operating leverage ,meaning as they sell more, their profit margins are expanding even faster.\n\nThe future looks even brighter: they have a massive $400 million backlog for specialized optical switches and just secured a huge new order for co-packaged optics arriving in 2027. \n\nEssentially, $LITE is moving from being a simple parts maker to an essential architect for the world's most powerful AI networks. 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{"unit_id": "reply:2000873726544634282", "ticker_idx": 0, "ts": "2025-12-16T10:20:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Power is the new gold, and $IREN owns it. Their power is renewable & ready.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; author endorses the parent's thesis, vouching IREN's renewable power position as a durable structural advantage.", "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": "@alc2022 Power is the new gold, and $IREN owns it. Their power is renewable &amp; ready.", "reply_text": null, "parent_text": "$IREN looking very attractive at a 50% discount. \n\n$IREN is perfectly applying the $TSLA playbook to datacenters and has essentially infinite demand ahead, while no one else can print datacenters like they do. https://t.co/VcdUqCK2vp", "quoted_text": null, "parent_author": "alc2022", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "alpha_c_stated": 0.45070765785245626, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:2026773415734939758", "ticker_idx": 0, "ts": "2026-02-25T21:36:52+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA delivered a massive double beat on revenue and profit", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NVDA: massive double beat, record $62.3B data center, $78B next-quarter guidance ex-China proves massive worldwide demand.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA delivered a massive double beat on revenue and profit, sending the stock up 3.5%. \n\nTheir Data Center business hit a record $62.3 billion as companies aggressively build infrastructure for agentic AI which is AI that acts autonomously.\n\nStrategically, Nvidia is moving fast. They unveiled next-generation Rubin chips for cheaper AI processing and secured a surprise licensing deal with Groq to expand global reach. \n\nImpressively, their $78 billion revenue forecast for next quarter assumes zero data center revenue from China, proving massive worldwide demand. Finally, watch for a minor accounting shift in how they report employee stock compensation.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.057709968195838846, "ret_signed_m1d": 0.057709968195838846, "alpha_spy_m1d": 0.05212449842877631, "alpha_c_m1d": 0.023366157217717953, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.03434381097812089, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.041646346652961186, "ret_signed_p1d": -0.041646346652961186, "alpha_spy_p1d": -0.03684440579434989, "alpha_c_p1d": -0.027957323292470804, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.013689023360490382, "ret_p1w": -0.008383441344087306, "ret_signed_p1w": -0.008383441344087306, "alpha_spy_p1w": 0.003207926164886299, "alpha_c_p1w": 0.032052478335598544, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.04043591967968585, "ret_p1m": -0.09389870758928753, "ret_signed_p1m": -0.09389870758928753, "alpha_spy_p1m": -0.016315280943732136, "alpha_c_p1m": -0.002250425094633912, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.09164828249465362, "ret_p3m": 0.16215932818770828, "ret_signed_p3m": 0.16215932818770828, "alpha_spy_p3m": 0.07026906603132677, "alpha_c_p3m": -0.2993100545366809, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.4614693827243892, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.16215932818770828, "alpha_spy_stated": 0.07026906603132677, "alpha_c_stated": -0.2993100545366809, "price_path": [-0.0269, -0.0186, -0.0287, -0.0082, -0.0134, 0.0036, 0.0004, -0.006, -0.0214, -0.0534, -0.0465, -0.0388, -0.0755, -0.0581, -0.0211, -0.0065, 0.0234, 0.0201, 0.0201, 0.0305, 0.018, 0.0143, 0.0087, 0.0087, 0.0214, 0.0175, 0.0127, 0.0228, 0.0008, -0.0002, 0.0003, 0.005, -0.0095, 0.0117, 0.0072, 0.0072, -0.0369, -0.0085, -0.0003, 0.015, 0.0085, 0.0196, 0.0359, 0.0412, 0.0337, 0.0039, -0.0246, -0.0579, -0.0704, 0.0028, 0.0279, 0.0197, 0.0279, 0.0111, -0.0112, -0.0112, 0.0004, 0.0167, 0.0163, 0.0267, 0.036, 0.0431, 0.0577, 0.0, -0.0416, -0.013, -0.0262, -0.01, -0.0084, -0.0382, -0.0121, -0.0006, 0.0062, -0.0094, -0.025, -0.009, -0.016, -0.0242, -0.0342, -0.0659, -0.05, -0.0524, -0.0335, -0.0738, -0.0939, -0.1066, -0.0567, -0.0494, -0.0405, -0.0405, -0.0392, -0.0367, -0.0151, -0.0052, 0.0203, 0.024, 0.0629, 0.0757, 0.0729, 0.0909, 0.0929, 0.0811, 0.0953, 0.0798, 0.1265, 0.1716, 0.153, 0.1318, 0.0795, 0.0734, 0.0736, 0.0629, 0.1241, 0.144, 0.164, 0.1869, 0.1942, 0.2215, 0.2751, 0.2187, 0.2025, 0.1933, 0.2087, 0.1873, 0.1647, 0.1647, 0.1622, 0.1499, 0.1589, 0.142, 0.2135, 0.2052, 0.1616, 0.1841, 0.1107, 0.1298, 0.1274, 0.0853, 0.1094, 0.1111, 0.1505, 0.1232, 0.1082, 0.1409, 0.1409, 0.1299, 0.0833, 0.0776, 0.06, 0.0426, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2028967361194135929", "ticker_idx": 0, "ts": "2026-03-03T22:54:49+00:00", "symbol": "KRKNF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great analysis by @BlackPantherCap on the new acquisition of $KRKNF", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses bullish take on Kraken Robotics acquisition of Covelya Group as transformative move.", "resolved_tickers": ["KRKNF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Scientific & Technical Instruments'", "bench_c_industry": "Scientific & Technical Instruments", "unit_kind": "quote", "lang": "en", "tweet_text": "Great analysis by @BlackPantherCap on the new acquisition of $KRKNF.", "reply_text": null, "parent_text": null, "quoted_text": "I’ll say this once.\n\n$KRKNF just made a $615 million move that changes everything.\n\nKraken Robotics is acquiring Covelya Group, one of the most advanced underwater technology companies on the planet.\n\nHere’s what you need to know:\n\n&gt; Combined 2025 revenue of $365M with 24% EBITDA https://t.co/LGtnLabuDl", "parent_author": null, "ret_m1d": 0.02802341954346388, "ret_signed_m1d": 0.02802341954346388, "alpha_spy_m1d": 0.03502925726391659, "alpha_c_m1d": 0.04475678735400379, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.016733367810539912, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03431741291719237, "ret_signed_p1d": -0.03431741291719237, "alpha_spy_p1d": -0.028741921043815455, "alpha_c_p1d": -0.0367487560231512, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": 0.0024313431059588275, "ret_p1w": 0.09845647815770642, "ret_signed_p1w": 0.09845647815770642, "alpha_spy_p1w": 0.11130066324343801, "alpha_c_p1w": 0.09423739563642508, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": 0.0042190825212813365, "ret_p1m": -0.0993555588187901, "ret_signed_p1m": -0.0993555588187901, "alpha_spy_p1m": -0.059204225702607305, "alpha_c_p1m": -0.07303332732097423, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.026322231497815873, "ret_p3m": -0.10669862254583029, "ret_signed_p3m": -0.10669862254583029, "alpha_spy_p3m": -0.21686982252190024, "alpha_c_p3m": -0.5083248266228911, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.40162620407706084, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0993555588187901, "alpha_spy_stated": -0.059204225702607305, "alpha_c_stated": -0.07303332732097423, "price_path": [-0.3499, -0.3241, -0.3301, -0.3122, -0.3249, -0.3316, -0.3361, -0.3556, -0.3856, -0.3706, -0.3418, -0.3451, -0.3181, -0.3155, -0.3155, -0.2882, -0.3077, -0.3008, -0.3005, -0.3005, -0.2593, -0.2228, -0.2302, -0.2064, -0.1383, -0.1488, -0.0934, -0.0574, -0.1434, -0.1323, -0.137, -0.137, -0.1758, -0.1803, -0.1293, -0.0874, -0.0694, -0.0319, -0.0069, -0.0589, -0.1173, -0.0988, -0.1068, -0.1683, -0.1758, -0.1068, -0.1053, -0.0964, -0.1233, -0.2008, -0.1908, -0.1908, -0.1668, -0.1024, -0.1068, -0.0934, -0.1256, -0.0544, -0.0589, -0.0319, -0.0664, 0.0102, 0.028, 0.0, -0.0343, -0.0799, 0.016, 0.1329, 0.0985, 0.061, 0.031, 0.0505, 0.103, 0.0496, 0.004, -0.0289, 0.0102, -0.0019, -0.0231, -0.1113, -0.1053, -0.1839, -0.1323, -0.1068, -0.0994, -0.0994, -0.0739, -0.0829, -0.0889, -0.0859, -0.1098, -0.0319, -0.0664, -0.0739, -0.0289, -0.0364, -0.0394, -0.1015, -0.0574, -0.1012, -0.1143, -0.1173, -0.1503, -0.166, -0.1368, -0.1833, -0.1503, -0.2207, -0.2103, -0.2132, -0.2359, -0.2387, -0.2537, -0.2222, -0.1852, -0.2058, -0.2255, -0.1929, -0.1413, -0.1648, -0.2047, -0.2047, -0.1173, -0.1083, -0.1533, -0.1815, -0.1067, -0.0889, -0.1578, -0.1145, -0.1878, -0.2073, -0.2333, -0.2702, -0.2369, -0.2432, -0.2342, -0.2492, -0.2395, -0.1683, -0.1683, -0.2306, -0.2479, -0.2608, -0.2807, -0.309, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1984253208844488916", "ticker_idx": 0, "ts": "2025-10-31T13:36:45+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "New ATH's will be constantly accumulated now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NET post-earnings breakout above $230; expects new ATHs to be constantly accumulated from here.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Exactly as expected $NET breaks out after reporting strong earnings. Up 8.7% already. \nNew ATH's will be constantly accumulated now. https://t.co/u6ouOBzRcY", "reply_text": null, "parent_text": null, "quoted_text": "$NET is set to report earnings on Wednesday! \n\nIf $NET crushes earnings, I expect a decisive breakout above $230 resistance\n\n$CRWD just had a similar setup, blasting through $515 two days ago and now trading around $545. \n\nThe cybersecurity wave is pumping! https://t.co/xKOwXRrgoT", "parent_author": null, "ret_m1d": -0.12159495728653558, "ret_signed_m1d": -0.12159495728653558, "alpha_spy_m1d": -0.11832564003734569, "alpha_c_m1d": -0.11832564003734569, "bench_spy_m1d": -0.0032693172491898848, "bench_c_m1d": -0.0032693172491898848, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020489547488658166, "ret_signed_p1d": -0.020489547488658166, "alpha_spy_p1d": -0.022366377761341205, "alpha_c_p1d": -0.022366377761341205, "bench_spy_p1d": 0.0018768302726830388, "bench_c_p1d": 0.0018768302726830388, "ret_p1w": -0.08089224337268275, "ret_signed_p1w": -0.08089224337268275, "alpha_spy_p1w": -0.06463272703746525, "alpha_c_p1w": -0.06463272703746525, "bench_spy_p1w": -0.016259516335217494, "bench_c_p1w": -0.016259516335217494, "ret_p1m": -0.22147653149476076, "ret_signed_p1m": -0.22147653149476076, "alpha_spy_p1m": -0.21885216318019607, "alpha_c_p1m": -0.21885216318019607, "bench_spy_p1m": -0.0026243683145646957, "bench_c_p1m": -0.0026243683145646957, "ret_p3m": -0.2701144782653824, "ret_signed_p3m": -0.2701144782653824, "alpha_spy_p3m": -0.29271503002695565, "alpha_c_p3m": -0.29271503002695565, "bench_spy_p3m": 0.022600551761573273, "bench_c_p3m": 0.022600551761573273, "ret_p6m": -0.16162653749767553, "ret_signed_p6m": -0.16162653749767553, "alpha_spy_p6m": -0.21614114394889716, "alpha_c_p6m": -0.21614114394889716, "bench_spy_p6m": 0.05451460645122164, "bench_c_p6m": 0.05451460645122164, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22147653149476076, "alpha_spy_stated": -0.21885216318019607, "alpha_c_stated": -0.21885216318019607, "price_path": [-0.1796, -0.1491, -0.1692, -0.1923, -0.2058, -0.2012, -0.213, -0.2287, -0.2068, -0.2011, -0.2242, -0.2373, -0.239, -0.2255, -0.2267, -0.2161, -0.1897, -0.1574, -0.176, -0.176, -0.1786, -0.1879, -0.171, -0.1535, -0.1397, -0.1371, -0.1197, -0.1131, -0.1263, -0.1077, -0.1345, -0.1556, -0.1174, -0.108, -0.0988, -0.1186, -0.1411, -0.1386, -0.1459, -0.1371, -0.1528, -0.1431, -0.1135, -0.1446, -0.1274, -0.1418, -0.1315, -0.1277, -0.1559, -0.1214, -0.1411, -0.1418, -0.1654, -0.1709, -0.1589, -0.1592, -0.1681, -0.1427, -0.14, -0.1113, -0.1157, -0.1023, -0.1216, 0.0, -0.0205, -0.0805, -0.0979, -0.1082, -0.0809, -0.0504, -0.0724, -0.109, -0.157, -0.1686, -0.2015, -0.2241, -0.2254, -0.2444, -0.2642, -0.2341, -0.2203, -0.2223, -0.2223, -0.2096, -0.2215, -0.2054, -0.1932, -0.194, -0.2067, -0.1873, -0.1752, -0.1573, -0.179, -0.2008, -0.2235, -0.2202, -0.2443, -0.2348, -0.2275, -0.2023, -0.2022, -0.1999, -0.1999, -0.201, -0.2077, -0.2119, -0.2217, -0.2217, -0.2261, -0.2197, -0.2183, -0.1993, -0.2619, -0.2784, -0.2642, -0.255, -0.2563, -0.273, -0.2729, -0.2729, -0.2996, -0.329, -0.3158, -0.3153, -0.2525, -0.1869, -0.2701, -0.2878, -0.2998, -0.2798, -0.3276, -0.3412, -0.3563, -0.3162, -0.3141, -0.2895, -0.2522, -0.269, -0.2268, -0.2268, -0.2354, -0.2442, -0.2395, -0.3007, -0.3676, -0.3533, -0.3218, -0.3105, -0.3202, -0.2854, -0.2937, -0.2661, -0.2408, -0.2294, -0.2046, -0.1809, -0.1591, -0.1626, -0.1613, -0.1815, -0.1649, -0.1098, -0.1261, -0.1495, -0.1289, -0.1585, -0.1394, -0.1704, -0.1985, -0.2316, -0.1854, -0.189, -0.1643, -0.1643, -0.1639, -0.1461, -0.166, -0.2379, -0.3407, -0.2735, -0.2947, -0.2494, -0.2208, -0.2065, -0.1914, -0.1801, -0.1806, -0.1907, -0.1825, -0.1616]}
{"unit_id": "orig:2005748704477605924", "ticker_idx": 0, "ts": "2025-12-29T21:12:10+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Days like this make me realise how undervalued $PL still is", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sees PL as still undervalued; bullish on the stock.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Days like this make me realise how undervalued $PL still is 🚀 https://t.co/tMA4oBc7Tq", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006585667154132446, "ret_signed_m1d": 0.006585667154132446, "alpha_spy_m1d": 0.00536304977763935, "alpha_c_m1d": 0.0037089334525914897, "bench_spy_m1d": 0.0012226173764930959, "bench_c_m1d": 0.0028767337015409566, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001013194427334052, "ret_signed_p1d": -0.001013194427334052, "alpha_spy_p1d": 0.006395747193646328, "alpha_c_p1d": 0.0072978054433183726, "bench_spy_p1d": -0.0074089416209803804, "bench_c_p1d": -0.008310999870652425, "ret_p1w": 0.10638299928160388, "ret_signed_p1w": 0.10638299928160388, "alpha_spy_p1w": 0.09939624425852567, "alpha_c_p1w": 0.0705819576558997, "bench_spy_p1w": 0.006986755023078217, "bench_c_p1w": 0.03580104162570419, "ret_p1m": 0.4123606628181511, "ret_signed_p1m": 0.4123606628181511, "alpha_spy_p1m": 0.40011930569767973, "alpha_c_p1m": 0.36300646428243644, "bench_spy_p1m": 0.012241357120471363, "bench_c_p1m": 0.049354198535714655, "ret_p3m": 0.5633232506670647, "ret_signed_p3m": 0.5633232506670647, "alpha_spy_p3m": 0.6378320847452309, "alpha_c_p3m": 0.5426907889704773, "bench_spy_p3m": -0.07450883407816622, "bench_c_p3m": 0.02063246169658739, "ret_p6m": 0.3323201389059993, "ret_signed_p6m": 0.3323201389059993, "alpha_spy_p6m": 0.25935670248036136, "alpha_c_p6m": 0.17414989648271373, "bench_spy_p6m": 0.07296343642563796, "bench_c_p6m": 0.1581702424232856, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4123606628181511, "alpha_spy_stated": 0.40011930569767973, "alpha_c_stated": 0.36300646428243644, "price_path": [-0.2477, -0.2244, -0.228, -0.2057, -0.2097, -0.2067, -0.2553, -0.2275, -0.2513, -0.2356, -0.3298, -0.3359, -0.3131, -0.346, -0.3668, -0.344, -0.3105, -0.3257, -0.3495, -0.3465, -0.3485, -0.3186, -0.3318, -0.3566, -0.3288, -0.3688, -0.3511, -0.3217, -0.3683, -0.3698, -0.422, -0.4225, -0.4321, -0.42, -0.4027, -0.4311, -0.4347, -0.4154, -0.4058, -0.4063, -0.4063, -0.3972, -0.4073, -0.4037, -0.3916, -0.3445, -0.3531, -0.344, -0.3495, -0.3445, -0.115, -0.076, -0.0856, -0.0942, -0.1657, -0.114, -0.0284, 0.0436, 0.0502, 0.0294, 0.0294, -0.0193, 0.0066, 0.0, -0.001, -0.001, 0.0339, 0.0836, 0.1064, 0.1454, 0.1368, 0.1505, 0.2888, 0.2827, 0.3541, 0.4326, 0.458, 0.458, 0.4184, 0.3364, 0.3202, 0.3647, 0.3105, 0.422, 0.4124, 0.3349, 0.2649, 0.1575, 0.2133, 0.1028, 0.035, 0.1277, 0.2168, 0.1545, 0.0968, 0.079, 0.1358, 0.1358, 0.1251, 0.2026, 0.272, 0.2107, 0.2047, 0.2518, 0.2477, 0.2969, 0.2229, 0.3354, 0.2817, 0.3171, 0.2457, 0.2806, 0.308, 0.2867, 0.2888, 0.2649, 0.2558, 0.2462, 0.3718, 0.2568, 0.3658, 0.7138, 0.7133, 0.6125, 0.7918, 0.6413, 0.5633, 0.4129, 0.4159, 0.5557, 0.8176, 0.8176, 0.7741, 0.7817, 0.8516, 0.734, 0.7563, 0.7386, 0.7188, 0.7432, 1.0208, 0.9493, 0.8997, 0.9265, 0.9995, 0.9397, 0.7953, 0.7958, 0.7746, 0.7264, 0.8728, 0.8693, 0.9524, 0.881, 1.0106, 0.7852, 0.9777, 1.1196, 1.0608, 1.0638, 1.1803, 1.1084, 1.1079, 1.1069, 1.1611, 1.152, 1.2467, 1.2467, 1.4478, 1.5572, 1.6039, 1.5907, 1.3536, 1.4362, 1.1849, 1.2052, 0.6322, 0.6586, 0.579, 0.5562, 0.731, 0.578, 0.5491, 0.4291, 0.4296, 0.4301, 0.4301, 0.4574, 0.4453, 0.3323]}
{"unit_id": "reply:1999823776821772462", "ticker_idx": 0, "ts": "2025-12-13T12:48:37+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For me:\n1. $PL", "tweet_type": "prediction", "timeline": "years", "summary": "Author's 10 favorite names under $10B entering 2026: PL, IREN, HIMS, TMDX, FLNC, NVTS, AMPX, ONDS, EOSE, TE.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay For me:\n1. $PL\n2. $IREN\n3. $HIMS\n4. $TMDX\n5. $FLNC\n6. $NVTS\n7. $AMPX\n8. $ONDS\n9. $EOSE\n10. $TE", "reply_text": null, "parent_text": "FAVORITE 10 NAMES UNDER $10B ENTERING 2026\n\n1. $ONDS drone connectivity layer\n2. $CIFR landlord of the AI utility era\n3. $JMIA scaling logistics across Africa\n4. $DOCN AI inference cloud for builders\n5. $IREN building compute at industrial scale\n6. $CLPT navigation platform for", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.010526345822082117, "ret_signed_m1d": 0.010526345822082117, "alpha_spy_m1d": 0.009013160871519155, "alpha_c_m1d": 0.012118768392716084, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009418287173381112, "ret_signed_p1d": -0.009418287173381112, "alpha_spy_p1d": -0.006686002028150839, "alpha_c_p1d": -0.0034944006975606845, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.1412743076007159, "ret_signed_p1w": 0.1412743076007159, "alpha_spy_p1w": 0.132278550539495, "alpha_c_p1w": 0.1374658077388593, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.40277012548769475, "ret_signed_p1m": 0.40277012548769475, "alpha_spy_p1m": 0.38060266207403526, "alpha_c_p1m": 0.3544757588908809, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.3833795218165821, "ret_signed_p3m": 0.3833795218165821, "alpha_spy_p3m": 0.4020386707137823, "alpha_c_p3m": 0.3272233408698466, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7268698833125269, "ret_signed_p6m": 0.7268698833125269, "alpha_spy_p6m": 0.6379700414565366, "alpha_c_p6m": 0.6013424337789492, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_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": [-0.4332, -0.4122, -0.3845, -0.3845, -0.3324, -0.3391, -0.3374, -0.3241, -0.2914, -0.2809, -0.2371, -0.1773, -0.1518, -0.1557, -0.1313, -0.1357, -0.1324, -0.1856, -0.1551, -0.1812, -0.164, -0.267, -0.2737, -0.2488, -0.2848, -0.3075, -0.2825, -0.246, -0.2626, -0.2886, -0.2853, -0.2875, -0.2548, -0.2693, -0.2964, -0.2659, -0.3097, -0.2903, -0.2582, -0.3091, -0.3108, -0.3679, -0.3684, -0.3789, -0.3657, -0.3468, -0.3778, -0.3817, -0.3607, -0.3501, -0.3507, -0.3507, -0.3407, -0.3518, -0.3479, -0.3346, -0.2831, -0.2925, -0.2825, -0.2886, -0.2831, -0.0321, 0.0105, 0.0, -0.0094, -0.0875, -0.031, 0.0626, 0.1413, 0.1485, 0.1258, 0.1258, 0.0726, 0.1008, 0.0936, 0.0925, 0.0925, 0.1307, 0.185, 0.21, 0.2526, 0.2432, 0.2582, 0.4094, 0.4028, 0.4809, 0.5668, 0.5945, 0.5945, 0.5512, 0.4615, 0.4438, 0.4925, 0.4332, 0.5551, 0.5446, 0.4598, 0.3834, 0.2659, 0.3269, 0.2061, 0.1319, 0.2332, 0.3307, 0.2626, 0.1994, 0.1801, 0.2421, 0.2421, 0.2305, 0.3152, 0.3911, 0.3241, 0.3175, 0.369, 0.3645, 0.4183, 0.3374, 0.4604, 0.4017, 0.4404, 0.3623, 0.4006, 0.4305, 0.4072, 0.4094, 0.3834, 0.3734, 0.3629, 0.5003, 0.3745, 0.4936, 0.8742, 0.8737, 0.7634, 0.9596, 0.795, 0.7097, 0.5452, 0.5485, 0.7014, 0.9878, 0.9878, 0.9402, 0.9485, 1.0249, 0.8964, 0.9208, 0.9014, 0.8798, 0.9064, 1.21, 1.1319, 1.0776, 1.1069, 1.1867, 1.1213, 0.9634, 0.964, 0.9407, 0.8881, 1.0482, 1.0443, 1.1352, 1.0571, 1.1989, 0.9524, 1.1629, 1.318, 1.2537, 1.2571, 1.3845, 1.3058, 1.3053, 1.3042, 1.3634, 1.3535, 1.4571, 1.4571, 1.677, 1.7967, 1.8476, 1.8332, 1.574, 1.6643, 1.3895, 1.4116, 0.785, 0.8139, 0.7269]}
{"unit_id": "reply:1999823776821772462", "ticker_idx": 1, "ts": "2025-12-13T12:48:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "2. $IREN", "tweet_type": "prediction", "timeline": "years", "summary": "Author's 10 favorite names under $10B entering 2026: PL, IREN, HIMS, TMDX, FLNC, NVTS, AMPX, ONDS, EOSE, TE.", "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": "@StockSavvyShay For me:\n1. $PL\n2. $IREN\n3. $HIMS\n4. $TMDX\n5. $FLNC\n6. $NVTS\n7. $AMPX\n8. $ONDS\n9. $EOSE\n10. $TE", "reply_text": null, "parent_text": "FAVORITE 10 NAMES UNDER $10B ENTERING 2026\n\n1. $ONDS drone connectivity layer\n2. $CIFR landlord of the AI utility era\n3. $JMIA scaling logistics across Africa\n4. $DOCN AI inference cloud for builders\n5. $IREN building compute at industrial scale\n6. $CLPT navigation platform for", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.13105979667061218, "ret_signed_m1d": 0.13105979667061218, "alpha_spy_m1d": 0.12954661172004922, "alpha_c_m1d": 0.1317872358739679, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0007274392033557175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03128524872245819, "ret_signed_p1d": 0.03128524872245819, "alpha_spy_p1d": 0.034017533867688465, "alpha_c_p1d": 0.037650131103403206, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.006364882380945014, "ret_p1w": 0.1848929384985425, "ret_signed_p1w": 0.1848929384985425, "alpha_spy_p1w": 0.17589718143732158, "alpha_c_p1w": 0.17537584297510223, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.009517095523440267, "ret_p1m": 0.4935175412103965, "ret_signed_p1m": 0.4935175412103965, "alpha_spy_p1m": 0.471350077796737, "alpha_c_p1m": 0.5038915544980986, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": -0.010374013287702155, "ret_p3m": 0.16600900410488517, "ret_signed_p3m": 0.16600900410488517, "alpha_spy_p3m": 0.1846681530020854, "alpha_c_p3m": 0.27492589206941764, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.10891688796453247, "ret_p6m": 0.5225479468638898, "ret_signed_p6m": 0.5225479468638898, "alpha_spy_p6m": 0.4336481050078995, "alpha_c_p6m": 0.5603011287082431, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.03775318184435328, "ret_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": [0.0682, 0.0237, 0.0891, 0.1809, 0.1773, 0.3286, 0.3047, 0.1798, 0.2945, 0.3227, 0.3269, 0.3253, 0.4222, 0.6277, 0.7384, 0.6936, 0.7996, 0.6846, 0.8078, 0.9605, 0.916, 0.7427, 0.7114, 0.6691, 0.5557, 0.4608, 0.5744, 0.7728, 0.8317, 0.7593, 0.7029, 0.6409, 0.7122, 0.9095, 0.878, 1.1536, 0.8873, 0.7582, 0.6959, 0.6172, 0.5699, 0.3712, 0.3069, 0.3362, 0.3768, 0.2917, 0.2252, 0.1911, 0.3667, 0.3379, 0.3656, 0.3656, 0.3475, 0.3667, 0.159, 0.239, 0.3092, 0.2601, 0.3061, 0.3202, 0.2379, 0.2384, 0.1311, 0.0, 0.0313, -0.0479, 0.009, 0.1251, 0.1849, 0.1857, 0.1832, 0.1832, 0.1359, 0.1108, 0.0795, 0.0645, 0.0645, 0.2035, 0.3596, 0.294, 0.2296, 0.2875, 0.2974, 0.4185, 0.4935, 0.4904, 0.4625, 0.6297, 0.6297, 0.5293, 0.5073, 0.4729, 0.5975, 0.4758, 0.6908, 0.774, 0.6866, 0.5147, 0.4961, 0.533, 0.2666, 0.1215, 0.179, 0.3007, 0.21, 0.2026, 0.1282, 0.19, 0.19, 0.1547, 0.186, 0.2201, 0.1268, 0.1939, 0.281, 0.241, 0.2469, 0.1542, 0.1666, 0.095, 0.2356, 0.1309, 0.0344, 0.0947, 0.0744, 0.1832, 0.166, 0.1719, 0.2666, 0.2108, 0.1897, 0.1742, 0.1638, 0.1883, 0.159, 0.1677, 0.0555, -0.011, -0.1088, -0.0338, -0.0392, -0.02, -0.02, -0.0099, 0.0073, 0.038, 0.0445, 0.1082, 0.2139, 0.3351, 0.376, 0.3444, 0.3563, 0.3732, 0.2731, 0.3639, 0.4662, 0.4273, 0.363, 0.2525, 0.208, 0.2827, 0.2869, 0.3946, 0.5428, 0.7187, 0.6023, 0.7249, 0.5544, 0.5941, 0.555, 0.646, 0.4921, 0.4222, 0.3455, 0.4856, 0.6364, 0.6017, 0.6017, 0.6849, 0.9121, 0.8052, 0.7909, 0.8413, 0.8771, 0.8455, 0.7435, 0.5318, 0.6683, 0.5225]}
{"unit_id": "reply:1999823776821772462", "ticker_idx": 2, "ts": "2025-12-13T12:48:37+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3. $HIMS", "tweet_type": "prediction", "timeline": "years", "summary": "Author's 10 favorite names under $10B entering 2026: PL, IREN, HIMS, TMDX, FLNC, NVTS, AMPX, ONDS, EOSE, TE.", "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": "@StockSavvyShay For me:\n1. $PL\n2. $IREN\n3. $HIMS\n4. $TMDX\n5. $FLNC\n6. $NVTS\n7. $AMPX\n8. $ONDS\n9. $EOSE\n10. $TE", "reply_text": null, "parent_text": "FAVORITE 10 NAMES UNDER $10B ENTERING 2026\n\n1. $ONDS drone connectivity layer\n2. $CIFR landlord of the AI utility era\n3. $JMIA scaling logistics across Africa\n4. $DOCN AI inference cloud for builders\n5. $IREN building compute at industrial scale\n6. $CLPT navigation platform for", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.026482733364763034, "ret_signed_m1d": 0.026482733364763034, "alpha_spy_m1d": 0.02496954841420007, "alpha_c_m1d": 0.02496954841420007, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01682760304418096, "ret_signed_p1d": 0.01682760304418096, "alpha_spy_p1d": 0.019559888189411234, "alpha_c_p1d": 0.019559888189411234, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.03310346932246766, "ret_signed_p1w": -0.03310346932246766, "alpha_spy_p1w": -0.04209922638368857, "alpha_c_p1w": -0.04209922638368857, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": -0.11172411688442885, "ret_signed_p1m": -0.11172411688442885, "alpha_spy_p1m": -0.13389158029808834, "alpha_c_p1m": -0.13389158029808834, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.34234482337688577, "ret_signed_p3m": -0.34234482337688577, "alpha_spy_p3m": -0.32368567447968555, "alpha_c_p3m": -0.32368567447968555, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.20055173676589444, "ret_signed_p6m": -0.20055173676589444, "alpha_spy_p6m": -0.28945157862188475, "alpha_c_p6m": -0.28945157862188475, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.389, 0.5503, 0.595, 0.5917, 0.5448, 0.469, 0.5137, 0.611, 0.6309, 0.5647, 0.5534, 0.5964, 0.4494, 0.5106, 0.5992, 0.6047, 0.6069, 0.4883, 0.5098, 0.4902, 0.7313, 0.6317, 0.3732, 0.4168, 0.3617, 0.3092, 0.3377, 0.3457, 0.3305, 0.2999, 0.2863, 0.2154, 0.2541, 0.2246, 0.1804, 0.2063, 0.1454, 0.1319, 0.1324, 0.0966, 0.0764, -0.0055, 0.0201, -0.0185, 0.0003, -0.0116, -0.0726, -0.0425, 0.0422, 0.0232, 0.0593, 0.0593, 0.0968, 0.0348, 0.0017, 0.0226, 0.104, 0.0814, 0.0792, 0.0985, 0.045, 0.0419, 0.0265, 0.0, 0.0168, -0.0353, -0.0408, -0.019, -0.0331, -0.04, -0.0436, -0.0436, -0.0535, -0.0593, -0.0886, -0.1043, -0.1043, -0.0783, -0.0425, -0.0218, -0.0218, -0.0657, -0.1258, -0.1079, -0.1117, -0.136, -0.1385, -0.1343, -0.1343, -0.1594, -0.203, -0.1581, -0.1829, -0.1647, -0.1812, -0.2091, -0.176, -0.2527, -0.2706, -0.2954, -0.3269, -0.3523, -0.365, -0.4668, -0.5244, -0.5396, -0.5641, -0.5503, -0.5503, -0.5512, -0.563, -0.5636, -0.5688, -0.5721, -0.5735, -0.5636, -0.5697, -0.5994, -0.5454, -0.5636, -0.5462, -0.5619, -0.5658, -0.3887, -0.3526, -0.2861, -0.3423, -0.3167, -0.3137, -0.3109, -0.3614, -0.3335, -0.3926, -0.3804, -0.4113, -0.4251, -0.4246, -0.4654, -0.4819, -0.4273, -0.4527, -0.472, -0.472, -0.4392, -0.4621, -0.4651, -0.4552, -0.464, -0.4166, -0.4108, -0.3299, -0.2554, -0.205, -0.1446, -0.179, -0.1997, -0.2234, -0.157, -0.1892, -0.2301, -0.2737, -0.2505, -0.2439, -0.2477, -0.2737, -0.2585, -0.2924, -0.2201, -0.1961, -0.3095, -0.3341, -0.3313, -0.309, -0.3851, -0.381, -0.3644, -0.3377, -0.3448, -0.3448, -0.3421, -0.3048, -0.2999, -0.2786, -0.2342, -0.2411, -0.2411, -0.2273, -0.2775, -0.2505, -0.2006]}
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{"unit_id": "reply:1999823776821772462", "ticker_idx": 8, "ts": "2025-12-13T12:48:37+00:00", "symbol": "EOSE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "9. $EOSE", "tweet_type": "prediction", "timeline": "years", "summary": "Author's 10 favorite names under $10B entering 2026: PL, IREN, HIMS, TMDX, FLNC, NVTS, AMPX, ONDS, EOSE, TE.", "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": "@StockSavvyShay For me:\n1. $PL\n2. $IREN\n3. $HIMS\n4. $TMDX\n5. $FLNC\n6. $NVTS\n7. $AMPX\n8. $ONDS\n9. $EOSE\n10. $TE", "reply_text": null, "parent_text": "FAVORITE 10 NAMES UNDER $10B ENTERING 2026\n\n1. $ONDS drone connectivity layer\n2. $CIFR landlord of the AI utility era\n3. $JMIA scaling logistics across Africa\n4. $DOCN AI inference cloud for builders\n5. $IREN building compute at industrial scale\n6. $CLPT navigation platform for", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.0887747636087679, "ret_signed_m1d": 0.0887747636087679, "alpha_spy_m1d": 0.08726157865820494, "alpha_c_m1d": 0.09036718617940187, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02421129280523049, "ret_signed_p1d": -0.02421129280523049, "alpha_spy_p1d": -0.021479007660000216, "alpha_c_p1d": -0.01828740632941006, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": -0.05429198568634919, "ret_signed_p1w": -0.05429198568634919, "alpha_spy_p1w": -0.0632877427475701, "alpha_c_p1w": -0.058100485548205794, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.23404252044015106, "ret_signed_p1m": 0.23404252044015106, "alpha_spy_p1m": 0.21187505702649156, "alpha_c_p1m": 0.1857481538433372, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": -0.5509904743819501, "ret_signed_p3m": -0.5509904743819501, "alpha_spy_p3m": -0.5323313254847499, "alpha_c_p3m": -0.6071466553286856, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": -0.5407189892647619, "ret_signed_p6m": -0.5407189892647619, "alpha_spy_p6m": -0.6296188311207522, "alpha_c_p6m": -0.6662464387983396, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_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": [-0.3764, -0.3397, -0.2839, -0.2487, -0.2546, -0.2186, -0.2304, -0.2575, -0.1805, -0.1643, -0.0924, -0.0932, -0.0756, 0.0169, 0.0022, 0.0873, 0.0741, 0.0139, 0.2509, 0.2458, 0.3412, 0.1335, 0.1034, 0.1012, 0.1959, 0.1049, 0.0536, 0.1783, 0.1284, 0.1012, 0.0543, 0.0506, 0.1761, 0.146, 0.0345, 0.0902, 0.1218, 0.3397, 0.4079, 0.3588, 0.2671, 0.1156, 0.0125, -0.0462, -0.011, -0.0624, -0.055, -0.0932, -0.0374, -0.0169, 0.0426, 0.0426, 0.1042, -0.0018, -0.0624, -0.0059, 0.1438, 0.0998, 0.1321, 0.0968, 0.0851, 0.2062, 0.0888, 0.0, -0.0242, -0.0998, -0.0968, -0.0411, -0.0543, -0.1225, -0.1181, -0.1181, -0.1306, -0.1673, -0.1673, -0.1592, -0.1592, -0.0484, -0.0125, 0.0382, 0.0257, 0.0286, 0.1211, 0.1834, 0.234, 0.2693, 0.2384, 0.2803, 0.2803, 0.2707, 0.2861, 0.3368, 0.2553, 0.1878, 0.1012, 0.2238, 0.182, 0.0741, 0.036, 0.0569, -0.0902, -0.1724, -0.0968, -0.0286, -0.1034, -0.1504, -0.2084, -0.1856, -0.1856, -0.1599, -0.1519, -0.1599, -0.215, -0.2384, -0.1577, -0.1834, -0.5055, -0.5822, -0.5671, -0.5554, -0.5048, -0.507, -0.5503, -0.5473, -0.5297, -0.5268, -0.551, -0.5811, -0.5921, -0.5862, -0.6126, -0.595, -0.6192, -0.6082, -0.6266, -0.6258, -0.6464, -0.6434, -0.6775, -0.6361, -0.6339, -0.6354, -0.6354, -0.6449, -0.6713, -0.6632, -0.5635, -0.5877, -0.5481, -0.5363, -0.4806, -0.4784, -0.4747, -0.4747, -0.4842, -0.4615, -0.4916, -0.4373, -0.4747, -0.5004, -0.5348, -0.5084, -0.5268, -0.5319, -0.5429, -0.5202, -0.5334, -0.4123, -0.3712, -0.4057, -0.3925, -0.4006, -0.423, -0.4549, -0.4952, -0.4784, -0.4006, -0.4087, -0.4087, -0.3595, -0.3683, -0.3404, -0.3815, -0.3419, -0.3089, -0.3984, -0.4072, -0.4806, -0.5092, -0.5407]}
{"unit_id": "reply:1999823776821772462", "ticker_idx": 9, "ts": "2025-12-13T12:48:37+00:00", "symbol": "TE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "10. $TE", "tweet_type": "prediction", "timeline": "years", "summary": "Author's 10 favorite names under $10B entering 2026: PL, IREN, HIMS, TMDX, FLNC, NVTS, AMPX, ONDS, EOSE, TE.", "resolved_tickers": ["TE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay For me:\n1. $PL\n2. $IREN\n3. $HIMS\n4. $TMDX\n5. $FLNC\n6. $NVTS\n7. $AMPX\n8. $ONDS\n9. $EOSE\n10. $TE", "reply_text": null, "parent_text": "FAVORITE 10 NAMES UNDER $10B ENTERING 2026\n\n1. $ONDS drone connectivity layer\n2. $CIFR landlord of the AI utility era\n3. $JMIA scaling logistics across Africa\n4. $DOCN AI inference cloud for builders\n5. $IREN building compute at industrial scale\n6. $CLPT navigation platform for", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.05731224607360885, "ret_signed_m1d": 0.05731224607360885, "alpha_spy_m1d": 0.05579906112304589, "alpha_c_m1d": 0.05890466864424282, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07509883769527814, "ret_signed_p1d": 0.07509883769527814, "alpha_spy_p1d": 0.07783112284050842, "alpha_c_p1d": 0.08102272417109857, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.44268780104468797, "ret_signed_p1w": 0.44268780104468797, "alpha_spy_p1w": 0.43369204398346706, "alpha_c_p1w": 0.43887930118283136, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.5533597277467117, "ret_signed_p1m": 0.5533597277467117, "alpha_spy_p1m": 0.5311922643330522, "alpha_c_p1m": 0.5050653611498979, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.5296442408389546, "ret_signed_p3m": 0.5296442408389546, "alpha_spy_p3m": 0.5483033897361548, "alpha_c_p3m": 0.4734880598922191, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.6719367853391232, "ret_signed_p6m": 0.6719367853391232, "alpha_spy_p6m": 0.5830369434831328, "alpha_c_p6m": 0.5464093358055455, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_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": [-0.6502, -0.6324, -0.6146, -0.5988, -0.6364, -0.5652, -0.5514, -0.5652, -0.5395, -0.5692, -0.5277, -0.5336, -0.5, -0.4466, -0.4348, -0.4209, -0.2431, -0.2806, -0.3083, -0.2075, 0.0356, -0.0731, -0.1462, -0.0593, -0.1146, -0.1877, -0.2668, -0.3142, -0.2431, -0.2688, -0.2885, -0.2806, -0.2648, -0.3241, -0.2727, -0.1917, -0.2727, -0.247, -0.1107, -0.1285, -0.2391, -0.3103, -0.336, -0.3715, -0.3953, -0.4289, -0.4625, -0.4625, -0.3794, -0.3498, -0.2411, -0.2411, -0.1858, -0.1166, -0.0632, -0.1067, 0.0099, 0.1522, 0.1897, 0.33, 0.2154, 0.1601, 0.0573, 0.0, 0.0751, 0.0711, 0.1897, 0.2708, 0.4427, 0.4051, 0.3933, 0.3933, 0.3439, 0.2688, 0.2846, 0.3202, 0.3202, 0.5494, 0.6206, 0.5119, 0.4387, 0.3458, 0.3715, 0.4249, 0.5534, 0.5534, 0.4644, 0.6146, 0.6146, 0.6364, 0.5455, 0.6542, 0.6798, 0.6087, 0.8024, 0.8755, 0.7549, 0.6462, 0.7115, 0.7964, 0.5277, 0.4368, 0.6344, 0.5099, 0.4842, 0.3538, 0.2273, 0.2095, 0.2095, 0.2727, 0.2767, 0.247, 0.2273, 0.2431, 0.4012, 0.4269, 0.4407, 0.2174, 0.3518, 0.2866, 0.4032, 0.3458, 0.3281, 0.415, 0.5771, 0.6087, 0.5296, 0.5059, 0.5257, 0.5395, 0.4486, 0.5237, 0.3043, 0.3518, 0.3063, 0.3202, 0.2411, 0.1383, 0.1107, -0.1324, -0.1146, -0.1719, -0.1719, -0.1996, -0.2233, -0.1759, -0.1739, -0.0731, 0.0099, -0.0395, 0.0553, -0.0138, -0.0059, -0.0158, 0.0059, 0.0652, 0.0652, 0.0455, 0.0494, -0.0316, -0.0336, -0.0514, 0.0178, 0.0079, 0.0553, 0.0415, 0.0178, 0.2174, 0.1937, 0.1561, 0.1087, 0.1324, 0.1206, 0.3834, 0.3597, 0.7194, 0.7233, 0.5968, 0.5968, 1.0652, 1.166, 1.1383, 1.087, 1.0573, 1.3794, 1.2727, 1.3043, 0.8636, 0.8043, 0.6719]}
{"unit_id": "quote:1981399508572373474", "ticker_idx": 0, "ts": "2025-10-23T16:37:10+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL may still be my highest conviction stock. They got everything they need to really break out.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL with highest conviction; believes it has everything needed to break out.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL may still be my highest conviction stock. They got everything they need to really break out.", "reply_text": null, "parent_text": null, "quoted_text": "📢 𝐉𝐔𝐒𝐓 𝐈𝐍:  Planet Labs Soars as Google Taps Satellite AI for Deforestation Fight - $PL $GOOGL\n\n👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:\n\n➤  𝐏𝐥𝐚𝐧𝐞𝐭 𝐋𝐚𝐛𝐬 stock rose 4.3% after Google AI announcement.\n\n➤  Planet uses 𝐆𝐨𝐨𝐠𝐥𝐞 𝐄𝐚𝐫𝐭𝐡 𝐀𝐈 to analyze satellite https://t.co/v6E8k4BLJZ", "parent_author": null, "ret_m1d": -0.03474902053227691, "ret_signed_m1d": -0.03474902053227691, "alpha_spy_m1d": -0.02885401498933371, "alpha_c_m1d": -0.02240899015033071, "bench_spy_m1d": -0.005895005542943199, "bench_c_m1d": -0.012340030381946199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05096523993304691, "ret_signed_p1d": 0.05096523993304691, "alpha_spy_p1d": 0.0427926852385665, "alpha_c_p1d": 0.05012534101526955, "bench_spy_p1d": 0.008172554694480416, "bench_c_p1d": 0.0008398989177773597, "ret_p1w": -0.006949818835016441, "ret_signed_p1w": -0.006949818835016441, "alpha_spy_p1w": -0.01896308671999758, "alpha_c_p1w": -0.0063682738585586485, "bench_spy_p1w": 0.012013267884981138, "bench_c_p1w": -0.0005815449764577929, "ret_p1m": -0.13822393731406568, "ret_signed_p1m": -0.13822393731406568, "alpha_spy_p1m": -0.11927376828659042, "alpha_c_p1m": -0.10495097275131626, "bench_spy_p1m": -0.01895016902747526, "bench_c_p1m": -0.03327296456274942, "ret_p3m": 1.1621621940076996, "ret_signed_p3m": 1.1621621940076996, "alpha_spy_p3m": 1.1505179365399338, "alpha_c_p3m": 1.102011767972305, "bench_spy_p3m": 0.011644257467765762, "bench_c_p3m": 0.060150426035394666, "ret_p6m": 1.971428579844892, "ret_signed_p6m": 1.971428579844892, "alpha_spy_p6m": 1.9082757632684457, "alpha_c_p6m": 1.843417980770034, "bench_spy_p6m": 0.06315281657644634, "bench_c_p6m": 0.12801059907485812, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13822393731406568, "alpha_spy_stated": -0.11927376828659042, "alpha_c_stated": -0.10495097275131626, "price_path": [-0.5089, -0.522, -0.5151, -0.5174, -0.5228, -0.495, -0.5066, -0.512, -0.5158, -0.5058, -0.5042, -0.4865, -0.4795, -0.4734, -0.4764, -0.4718, -0.5073, -0.5035, -0.4996, -0.4749, -0.4548, -0.461, -0.4533, -0.4432, -0.4525, -0.4525, -0.4865, -0.5027, -0.5012, -0.4958, -0.2541, -0.3035, -0.3073, -0.2533, -0.2448, -0.2386, -0.2471, -0.21, -0.1807, -0.1421, -0.1421, -0.0695, -0.0788, -0.0764, -0.0579, -0.0124, 0.0023, 0.0633, 0.1467, 0.1822, 0.1768, 0.2108, 0.2046, 0.2093, 0.1351, 0.1776, 0.1413, 0.1653, 0.0216, 0.0124, 0.0471, -0.0031, -0.0347, 0.0, 0.051, 0.0278, -0.0085, -0.0039, -0.0069, 0.0386, 0.0185, -0.0193, 0.0232, -0.0378, -0.0108, 0.034, -0.0371, -0.0394, -0.1189, -0.1197, -0.1344, -0.1158, -0.0896, -0.1328, -0.1382, -0.1089, -0.0942, -0.095, -0.095, -0.0811, -0.0965, -0.0911, -0.0726, -0.0008, -0.0139, 0.0, -0.0085, -0.0008, 0.349, 0.4085, 0.3938, 0.3807, 0.2718, 0.3506, 0.4811, 0.5907, 0.6008, 0.5691, 0.5691, 0.495, 0.5344, 0.5243, 0.5228, 0.5228, 0.5761, 0.6517, 0.6865, 0.7459, 0.7328, 0.7537, 0.9645, 0.9552, 1.0641, 1.1838, 1.2224, 1.2224, 1.1622, 1.0371, 1.0124, 1.0803, 0.9977, 1.1676, 1.1529, 1.0347, 0.9282, 0.7645, 0.8494, 0.6811, 0.5776, 0.7189, 0.8548, 0.7598, 0.6718, 0.6448, 0.7313, 0.7313, 0.7151, 0.8332, 0.939, 0.8456, 0.8363, 0.9081, 0.9019, 0.9768, 0.8641, 1.0355, 0.9537, 1.0077, 0.8988, 0.9521, 0.9938, 0.9614, 0.9645, 0.9282, 0.9143, 0.8996, 1.0911, 0.9158, 1.0819, 1.6124, 1.6116, 1.4579, 1.7313, 1.5019, 1.383, 1.1537, 1.1583, 1.3714, 1.7707, 1.7707, 1.7042, 1.7158, 1.8224, 1.6432, 1.6772, 1.6502, 1.6201, 1.6571, 2.0803, 1.9714]}
{"unit_id": "reply:2000856915866501574", "ticker_idx": 0, "ts": "2025-12-16T09:13:57+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "On my way to buy more $IREN today", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Adding to long position in IREN today.", "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": "@chickvestor @moninvestor On my way to buy more $IREN today", "reply_text": null, "parent_text": "@Kaizen_Investor @moninvestor You still have cash tho, lucky you", "quoted_text": null, "parent_author": "realvestorx", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 1, "stated_label": "p1d", "ret_signed_stated": -0.07679697626599413, "alpha_spy_stated": -0.0657933822825939, "alpha_c_stated": -0.07661402220018454, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:2021556869664223724", "ticker_idx": 0, "ts": "2026-02-11T12:08:11+00:00", "symbol": "SHOP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shopify proved it has mastered the balance between rapid growth and consistent profit. Revenue surged 31% as the company cements its role as the operating system of commerce.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SHOP: dominant commerce OS, 31% revenue growth, 96% B2B spike, $2B buyback, agentic AI expansion, and global offline payments push signal durable strength.", "resolved_tickers": ["SHOP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$SHOP just jumped 9% after a massive Q4 revenue beat. \n\nShopify proved it has mastered the balance between rapid growth and consistent profit. Revenue surged 31% as the company cements its role as the operating system of commerce. \n\nBeyond small shops, $SHOP saw a massive 96% spike in B2B sales, successfully winning over large corporate clients. With ten straight quarters of strong cash flow and a new $2 billion share buyback program, management is signaling high confidence. \n\nLooking ahead, the focus shifts to agentic AI tools to automate selling for merchants. By expanding globally and dominating offline payments, Shopify isn't just riding the e-commerce wave, it’s building the infrastructure.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07185577327169401, "ret_signed_m1d": 0.07185577327169401, "alpha_spy_m1d": 0.07162459769823548, "alpha_c_m1d": 0.07162459769823548, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06781227768888276, "ret_signed_p1d": -0.06781227768888276, "alpha_spy_p1d": -0.05236341799099653, "alpha_c_p1d": -0.05236341799099653, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": 0.02468200090786654, "ret_signed_p1w": 0.02468200090786654, "alpha_spy_p1w": 0.03287618626137323, "alpha_c_p1w": 0.03287618626137323, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.008194185353506689, "ret_p1m": 0.06284221330980055, "ret_signed_p1m": 0.06284221330980055, "alpha_spy_p1m": 0.1002721722985267, "alpha_c_p1m": 0.1002721722985267, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.03742995898872614, "ret_p3m": -0.136214289391401, "ret_signed_p3m": -0.136214289391401, "alpha_spy_p3m": -0.20754645215638512, "alpha_c_p3m": -0.20754645215638512, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.07133216276498411, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06284221330980055, "alpha_spy_stated": 0.1002721722985267, "alpha_c_stated": 0.1002721722985267, "price_path": [0.2302, 0.1788, 0.1831, 0.2299, 0.2178, 0.2451, 0.3083, 0.3257, 0.3423, 0.3423, 0.3364, 0.2575, 0.3211, 0.3478, 0.3673, 0.3569, 0.3344, 0.3469, 0.4188, 0.3878, 0.3831, 0.3466, 0.3743, 0.3624, 0.4051, 0.4284, 0.4293, 0.4281, 0.4274, 0.4274, 0.4391, 0.4142, 0.3793, 0.356, 0.356, 0.3242, 0.4001, 0.419, 0.4046, 0.4176, 0.3856, 0.4146, 0.4105, 0.3268, 0.3309, 0.3125, 0.3125, 0.2173, 0.167, 0.1595, 0.1616, 0.1483, 0.1583, 0.1702, 0.21, 0.1055, 0.1136, 0.0049, -0.0395, -0.0629, -0.0561, -0.0026, 0.0719, 0.0, -0.0678, -0.0506, -0.0506, -0.0436, 0.0247, 0.0429, 0.0631, -0.012, -0.015, 0.0135, 0.0609, 0.017, 0.0056, 0.0266, 0.0922, 0.1355, 0.0968, 0.1246, 0.0897, 0.0911, 0.0628, 0.0358, 0.0663, 0.0766, 0.0425, 0.0308, -0.0163, 0.0201, -0.0216, -0.0024, -0.0276, -0.0578, -0.0585, -0.0008, -0.0016, -0.0039, -0.0039, 0.0008, -0.0139, 0.0117, -0.0533, -0.0667, -0.0315, -0.009, 0.0733, 0.0693, 0.1048, 0.1384, 0.1046, 0.1116, 0.0465, 0.06, 0.0465, 0.0281, 0.0215, 0.0204, 0.0755, 0.0745, -0.0933, -0.1118, -0.0587, -0.0699, -0.1362, -0.159, -0.1964, -0.1793, -0.1553, -0.1375, -0.1491, -0.1154, -0.1167, -0.1323, -0.1323, -0.1163, -0.102, -0.031, 0.0, 0.0456, -0.0143, -0.0486, -0.0225, -0.0772, -0.0668, -0.0698, -0.0885, -0.0694, -0.0882, -0.0524, -0.0462, -0.0895, -0.0831, -0.0831, -0.0904, -0.0929, -0.0382, -0.0597, -0.0156, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1981860414570082695", "ticker_idx": 0, "ts": "2025-10-24T23:08:38+00:00", "symbol": "LVMH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Probably LVMH, luxury should be timeless", "tweet_type": "prediction", "timeline": "years", "summary": "LVMH as a 50-year hold; luxury is timeless.", "resolved_tickers": ["MC.PA"], "resolution_method": "exchange_ticker", "resolution_reason": "LVMH Moët Hennessy listed on Euronext Paris as MC.PA", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='PA')", "bench_c_industry": "Luxury Goods", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@QualityInvest5 Probably LVMH, luxury should be timeless.", "reply_text": null, "parent_text": "If you were to buy and hold just 1 business for the next 50 years, what would it be?\n\nThis is for a video", "quoted_text": null, "parent_author": "ariaradnia", "ret_m1d": 0.0016353058261313613, "ret_signed_m1d": 0.0016353058261313613, "alpha_spy_m1d": 0.013295408341488235, "alpha_c_m1d": 0.01060173269615916, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.0089664268700278, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005069417366409645, "ret_signed_p1d": 0.005069417366409645, "alpha_spy_p1d": 0.0024134013473298133, "alpha_c_p1d": 0.006327866482848221, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0012584491164385758, "ret_p1w": 0.00866723342535236, "ret_signed_p1w": 0.00866723342535236, "alpha_spy_p1w": 0.01143991153981272, "alpha_c_p1w": 0.024869850443021813, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.01620261701766945, "ret_p1m": 0.012755549148342649, "ret_signed_p1m": 0.012755549148342649, "alpha_spy_p1m": 0.0276699762889574, "alpha_c_p1m": 0.03792459303604001, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": -0.025169043887697362, "ret_p3m": -0.017429517786854087, "ret_signed_p3m": -0.017429517786854087, "alpha_spy_p3m": -0.025858556248703368, "alpha_c_p3m": -0.06968799780587343, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.05225848001901934, "ret_p6m": -0.19837299194665847, "ret_signed_p6m": -0.19837299194665847, "alpha_spy_p6m": -0.2317176053101534, "alpha_c_p6m": -0.24383044186323988, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.045457449916581405, "ret_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": [-0.2138, -0.2276, -0.2451, -0.244, -0.2535, -0.2515, -0.246, -0.2455, -0.251, -0.2524, -0.2321, -0.2267, -0.2214, -0.2218, -0.1989, -0.1929, -0.2069, -0.1904, -0.2019, -0.2048, -0.1791, -0.1609, -0.1756, -0.1763, -0.1611, -0.1483, -0.1838, -0.1885, -0.1886, -0.1954, -0.1991, -0.203, -0.1976, -0.1755, -0.1697, -0.1639, -0.1536, -0.165, -0.1709, -0.1444, -0.1675, -0.1712, -0.1567, -0.1446, -0.1488, -0.1431, -0.1122, -0.0955, -0.1163, -0.0842, -0.0589, -0.0855, -0.1071, -0.1163, -0.1287, -0.0222, -0.0152, -0.0095, 0.001, 0.0087, 0.0191, 0.0152, 0.0016, 0.0, 0.0051, 0.0119, -0.0023, 0.001, 0.0087, -0.0005, 0.0021, -0.0188, -0.0136, 0.0105, 0.035, 0.0584, 0.0414, 0.0417, 0.0204, -0.0003, -0.0031, 0.0132, 0.0188, 0.0167, 0.0128, 0.0227, 0.026, 0.0392, 0.051, 0.0494, 0.0396, 0.0443, 0.036, 0.0312, 0.0165, 0.0207, 0.0312, 0.0301, 0.0327, 0.0499, 0.042, 0.0514, 0.042, 0.0354, 0.0347, 0.0426, 0.0426, 0.0426, 0.0444, 0.0545, 0.0639, 0.0639, 0.0586, 0.0603, 0.0629, 0.038, 0.0466, 0.0756, 0.0693, 0.0665, 0.0522, 0.0321, 0.0048, -0.0387, -0.0598, -0.0347, -0.0174, -0.0245, -0.0301, -0.028, -0.1047, -0.1053, -0.0979, -0.1121, -0.1274, -0.1157, -0.1123, -0.1156, -0.1169, -0.1131, -0.1339, -0.1349, -0.1519, -0.1451, -0.1296, -0.1194, -0.1233, -0.0851, -0.0796, -0.0733, -0.0879, -0.0902, -0.1025, -0.1415, -0.1717, -0.1631, -0.1657, -0.1717, -0.1791, -0.1679, -0.1748, -0.1835, -0.2187, -0.2099, -0.2211, -0.2272, -0.2408, -0.2446, -0.2304, -0.24, -0.2374, -0.2441, -0.2483, -0.2352, -0.2361, -0.2229, -0.223, -0.223, -0.223, -0.23, -0.1772, -0.2018, -0.2028, -0.2054, -0.2059, -0.2051, -0.2016, -0.1763, -0.1909, -0.1984]}
{"unit_id": "orig:1991846457952121302", "ticker_idx": 0, "ts": "2025-11-21T12:29:36+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BTC easily losing the 83K support is not a good look. The bottom is not in sight, I'm afraid.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish BTC: loss of 83K support signals bottom is not in sight.", "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 easily losing the 83K support is not a good look. \n\nThe broader market has decided that the bitcoin sell-off matters more than the mostly fantastic Q3 results of $NVDA and others. \n\nThe bottom is not in sight, I'm afraid. https://t.co/eKDJhA2LNk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.018112568869536938, "ret_signed_m1d": -0.018112568869536938, "alpha_spy_m1d": -0.02797555386313144, "alpha_c_m1d": -0.02797555386313144, "bench_spy_m1d": -0.009862984993594504, "bench_c_m1d": -0.009862984993594504, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03737042317351125, "ret_signed_p1d": -0.03737042317351125, "alpha_spy_p1d": -0.02265200443353166, "alpha_c_p1d": -0.02265200443353166, "bench_spy_p1d": 0.014718418739979588, "bench_c_p1d": 0.014718418739979588, "ret_p1w": 0.0684984255768295, "ret_signed_p1w": -0.0684984255768295, "alpha_spy_p1w": -0.03153508682833728, "alpha_c_p1w": -0.03153508682833728, "bench_spy_p1w": 0.036963338748492225, "bench_c_p1w": 0.036963338748492225, "ret_p1m": 0.03994947302547058, "ret_signed_p1m": -0.03994947302547058, "alpha_spy_p1m": 0.0022695300455473078, "alpha_c_p1m": 0.0022695300455473078, "bench_spy_p1m": 0.04221900307101789, "bench_c_p1m": 0.04221900307101789, "ret_p3m": -0.21935851896248926, "ret_signed_p3m": 0.21935851896248926, "alpha_spy_p3m": 0.26379933400226896, "alpha_c_p3m": 0.26379933400226896, "bench_spy_p3m": 0.0444408150397797, "bench_c_p3m": 0.0444408150397797, "ret_p6m": -0.09562169332572379, "ret_signed_p6m": 0.09562169332572379, "alpha_spy_p6m": 0.22281741700302293, "alpha_c_p6m": 0.22281741700302293, "bench_spy_p6m": 0.12719572367729914, "bench_c_p6m": 0.12719572367729914, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03994947302547058, "alpha_spy_stated": 0.0022695300455473078, "alpha_c_stated": 0.0022695300455473078, "price_path": [0.3139, 0.3071, 0.3226, 0.2741, 0.2839, 0.3068, 0.313, 0.3012, 0.3004, 0.3171, 0.3107, 0.3392, 0.3575, 0.3644, 0.3567, 0.3732, 0.3688, 0.3766, 0.3596, 0.325, 0.3164, 0.3319, 0.2816, 0.2894, 0.3445, 0.3404, 0.3944, 0.4183, 0.4369, 0.4661, 0.4273, 0.4497, 0.4303, 0.3305, 0.3547, 0.3294, 0.3019, 0.2714, 0.2512, 0.2997, 0.2748, 0.2656, 0.2936, 0.3049, 0.3411, 0.3275, 0.2934, 0.2728, 0.2875, 0.2522, 0.1939, 0.221, 0.1905, 0.2148, 0.2457, 0.2104, 0.1948, 0.1717, 0.1094, 0.0823, 0.0924, 0.0749, 0.0181, 0.0, 0.0374, 0.0265, 0.0638, 0.0728, 0.0685, 0.0145, 0.0736, 0.0992, 0.0829, 0.0505, 0.0652, 0.0893, 0.0814, 0.0872, 0.0609, 0.0156, 0.0324, 0.0124, 0.0044, 0.0354, 0.0399, 0.0273, 0.0296, 0.0252, 0.026, 0.0241, 0.0392, 0.0284, 0.0428, 0.057, 0.1033, 0.1015, 0.0731, 0.0698, 0.0637, 0.0717, 0.1202, 0.1391, 0.1229, 0.1226, 0.0877, 0.0378, 0.0504, 0.0514, 0.0519, 0.0373, 0.0471, 0.0481, -0.0062, -0.0113, -0.0752, -0.1111, -0.1419, -0.2631, -0.1708, -0.1759, -0.1915, -0.2127, -0.2217, -0.1908, -0.1909, -0.2068, -0.2194, -0.2131, -0.2008, -0.2406, -0.2469, -0.2013, -0.2073, -0.2257, -0.1917, -0.1974, -0.1455, -0.1675, -0.1992, -0.1961, -0.1782, -0.1749, -0.1715, -0.166, -0.1202, -0.1313, -0.1627, -0.1784, -0.1712, -0.1666, -0.1713, -0.162, -0.1915, -0.2204, -0.2162, -0.1981, -0.1999, -0.2139, -0.2134, -0.1907, -0.1545, -0.1641, -0.1566, -0.1423, -0.1246, -0.1282, -0.1209, -0.1168, -0.0936, -0.1083, -0.1027, -0.0809, -0.0802, -0.0897, -0.0908, -0.1027, -0.1095, -0.1033, -0.0812, -0.0618, -0.0489, -0.0431, -0.0597, -0.0576, -0.0395, -0.0542, -0.0683, -0.0475, -0.0708, -0.0956]}
{"unit_id": "reply:2000186884073689154", "ticker_idx": 0, "ts": "2025-12-14T12:51:29+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm heavily invested in $PL, it's my second biggest holding atm", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL as second-biggest position and also holds RKLB.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@freedombill3 I'm heavily invested in $PL, it's my second biggest holding atm. Also have $RKLB.", "reply_text": null, "parent_text": "@Kaizen_Investor No probably not, I'll stick to indexes and if they appear at the top, I'll benefit.\n\nWould you?", "quoted_text": null, "parent_author": "freedombill3", "ret_m1d": 0.010526345822082117, "ret_signed_m1d": 0.010526345822082117, "alpha_spy_m1d": 0.009013160871519155, "alpha_c_m1d": 0.012118768392716084, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009418287173381112, "ret_signed_p1d": -0.009418287173381112, "alpha_spy_p1d": -0.006686002028150839, "alpha_c_p1d": -0.0034944006975606845, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.1412743076007159, "ret_signed_p1w": 0.1412743076007159, "alpha_spy_p1w": 0.132278550539495, "alpha_c_p1w": 0.1374658077388593, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.40277012548769475, "ret_signed_p1m": 0.40277012548769475, "alpha_spy_p1m": 0.38060266207403526, "alpha_c_p1m": 0.3544757588908809, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.3833795218165821, "ret_signed_p3m": 0.3833795218165821, "alpha_spy_p3m": 0.4020386707137823, "alpha_c_p3m": 0.3272233408698466, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7268698833125269, "ret_signed_p6m": 0.7268698833125269, "alpha_spy_p6m": 0.6379700414565366, "alpha_c_p6m": 0.6013424337789492, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40277012548769475, "alpha_spy_stated": 0.38060266207403526, "alpha_c_stated": 0.3544757588908809, "price_path": [-0.4332, -0.4122, -0.3845, -0.3845, -0.3324, -0.3391, -0.3374, -0.3241, -0.2914, -0.2809, -0.2371, -0.1773, -0.1518, -0.1557, -0.1313, -0.1357, -0.1324, -0.1856, -0.1551, -0.1812, -0.164, -0.267, -0.2737, -0.2488, -0.2848, -0.3075, -0.2825, -0.246, -0.2626, -0.2886, -0.2853, -0.2875, -0.2548, -0.2693, -0.2964, -0.2659, -0.3097, -0.2903, -0.2582, -0.3091, -0.3108, -0.3679, -0.3684, -0.3789, -0.3657, -0.3468, -0.3778, -0.3817, -0.3607, -0.3501, -0.3507, -0.3507, -0.3407, -0.3518, -0.3479, -0.3346, -0.2831, -0.2925, -0.2825, -0.2886, -0.2831, -0.0321, 0.0105, 0.0, -0.0094, -0.0875, -0.031, 0.0626, 0.1413, 0.1485, 0.1258, 0.1258, 0.0726, 0.1008, 0.0936, 0.0925, 0.0925, 0.1307, 0.185, 0.21, 0.2526, 0.2432, 0.2582, 0.4094, 0.4028, 0.4809, 0.5668, 0.5945, 0.5945, 0.5512, 0.4615, 0.4438, 0.4925, 0.4332, 0.5551, 0.5446, 0.4598, 0.3834, 0.2659, 0.3269, 0.2061, 0.1319, 0.2332, 0.3307, 0.2626, 0.1994, 0.1801, 0.2421, 0.2421, 0.2305, 0.3152, 0.3911, 0.3241, 0.3175, 0.369, 0.3645, 0.4183, 0.3374, 0.4604, 0.4017, 0.4404, 0.3623, 0.4006, 0.4305, 0.4072, 0.4094, 0.3834, 0.3734, 0.3629, 0.5003, 0.3745, 0.4936, 0.8742, 0.8737, 0.7634, 0.9596, 0.795, 0.7097, 0.5452, 0.5485, 0.7014, 0.9878, 0.9878, 0.9402, 0.9485, 1.0249, 0.8964, 0.9208, 0.9014, 0.8798, 0.9064, 1.21, 1.1319, 1.0776, 1.1069, 1.1867, 1.1213, 0.9634, 0.964, 0.9407, 0.8881, 1.0482, 1.0443, 1.1352, 1.0571, 1.1989, 0.9524, 1.1629, 1.318, 1.2537, 1.2571, 1.3845, 1.3058, 1.3053, 1.3042, 1.3634, 1.3535, 1.4571, 1.4571, 1.677, 1.7967, 1.8476, 1.8332, 1.574, 1.6643, 1.3895, 1.4116, 0.785, 0.8139, 0.7269]}
{"unit_id": "reply:2000186884073689154", "ticker_idx": 1, "ts": "2025-12-14T12:51:29+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Also have $RKLB", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL as second-biggest position and also holds 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": "@freedombill3 I'm heavily invested in $PL, it's my second biggest holding atm. Also have $RKLB.", "reply_text": null, "parent_text": "@Kaizen_Investor No probably not, I'll stick to indexes and if they appear at the top, I'll benefit.\n\nWould you?", "quoted_text": null, "parent_author": "freedombill3", "ret_m1d": 0.10972751936108605, "ret_signed_m1d": 0.10972751936108605, "alpha_spy_m1d": 0.10821433441052308, "alpha_c_m1d": 0.11131994193172001, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014438157602416624, "ret_signed_p1d": 0.0014438157602416624, "alpha_spy_p1d": 0.004176100905471936, "alpha_c_p1d": 0.00736770223606209, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.39956692411685224, "ret_signed_p1w": 0.39956692411685224, "alpha_spy_p1w": 0.39057116705563133, "alpha_c_p1w": 0.39575842425499563, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.562533876005747, "ret_signed_p1m": 0.562533876005747, "alpha_spy_p1m": 0.5403664125920875, "alpha_c_p1m": 0.5142395094089331, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.23389285209996635, "ret_signed_p3m": 0.23389285209996635, "alpha_spy_p3m": 0.25255200099716657, "alpha_c_p3m": 0.17773667115323089, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.9532576007034299, "ret_signed_p6m": 0.9532576007034299, "alpha_spy_p6m": 0.8643577588474396, "alpha_c_p6m": 0.8277301511698523, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.562533876005747, "alpha_spy_stated": 0.5403664125920875, "alpha_c_stated": 0.5142395094089331, "price_path": [-0.1323, -0.1485, -0.1375, -0.1011, -0.0451, -0.1213, -0.1585, -0.1651, -0.1516, -0.1354, -0.1343, -0.0531, 0.0135, 0.0558, 0.1101, 0.1787, 0.1987, 0.1597, 0.1807, 0.2278, 0.2501, 0.2092, 0.196, 0.2155, 0.1803, 0.093, 0.1473, 0.1651, 0.1843, 0.1505, 0.194, 0.0994, 0.1366, 0.107, 0.0209, 0.0182, -0.1047, -0.068, -0.0633, -0.0753, -0.0982, -0.1834, -0.1781, -0.2184, -0.2279, -0.2128, -0.2875, -0.2727, -0.2339, -0.2312, -0.2433, -0.2433, -0.2395, -0.2714, -0.2438, -0.1929, -0.109, -0.1147, -0.0695, -0.0357, 0.0381, 0.1465, 0.1097, 0.0, 0.0014, -0.0262, 0.0814, 0.2727, 0.3996, 0.3929, 0.3929, 0.3929, 0.275, 0.2655, 0.2714, 0.259, 0.259, 0.3714, 0.4102, 0.5526, 0.5174, 0.4994, 0.5313, 0.5864, 0.5625, 0.6567, 0.638, 0.738, 0.738, 0.6091, 0.5849, 0.5878, 0.6044, 0.4524, 0.5701, 0.5984, 0.5463, 0.445, 0.3382, 0.4667, 0.3194, 0.1969, 0.3052, 0.3687, 0.2999, 0.2565, 0.1913, 0.2171, 0.2171, 0.2613, 0.3431, 0.3821, 0.2788, 0.2671, 0.2628, 0.2669, 0.3111, 0.2471, 0.2808, 0.2657, 0.2978, 0.2633, 0.2653, 0.29, 0.244, 0.2987, 0.2339, 0.2346, 0.287, 0.4183, 0.2539, 0.2981, 0.2133, 0.2272, 0.1924, 0.3153, 0.19, 0.0996, 0.0356, 0.159, 0.1825, 0.2223, 0.2223, 0.2213, 0.1969, 0.2467, 0.2045, 0.2281, 0.2745, 0.3034, 0.3283, 0.4967, 0.5304, 0.6145, 0.5636, 0.625, 0.5268, 0.438, 0.4851, 0.4183, 0.39, 0.4891, 0.4223, 0.4494, 0.4214, 0.5277, 0.4182, 0.9034, 1.1178, 1.1216, 1.2406, 1.3922, 1.2518, 1.3671, 1.2976, 1.4234, 1.264, 1.4501, 1.4501, 1.5844, 1.7112, 1.6715, 1.5894, 1.2088, 1.2256, 1.07, 1.1648, 0.9866, 1.0511, 0.9533]}
{"unit_id": "reply:2002781359098806336", "ticker_idx": 0, "ts": "2025-12-21T16:41:00+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 believe $HIMS will do great in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish HIMS for 2026, expecting strong performance.", "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": "@moninvestor I believe $HIMS will do great in 2026", "reply_text": null, "parent_text": "At the end of 2024, I had two stocks in mind that I expected to outperform the market in 2025.\n\nYTD:\n$IREN +306.52%\n$HIMS +47.06%\n\nEven after a strong year, I believe both remain undervalued and will outperform the market again in 2026. https://t.co/Gh9854nXBw", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.014550703204900817, "ret_signed_m1d": 0.014550703204900817, "alpha_spy_m1d": 0.020742025927362517, "alpha_c_m1d": 0.020742025927362517, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.006191322722461701, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007132667772947077, "ret_signed_p1d": -0.007132667772947077, "alpha_spy_p1d": -0.011703070112605962, "alpha_c_p1d": -0.011703070112605962, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.0045704023396588855, "ret_p1w": -0.027104159304373376, "ret_signed_p1w": -0.027104159304373376, "alpha_spy_p1w": -0.03151391213619059, "alpha_c_p1w": -0.03151391213619059, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.004409752831817215, "ret_p1m": -0.13067047142367227, "ret_signed_p1m": -0.13067047142367227, "alpha_spy_p1m": -0.12008382117377847, "alpha_c_p1m": -0.12008382117377847, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.010586650249893803, "ret_p3m": -0.3106989907758333, "ret_signed_p3m": -0.3106989907758333, "alpha_spy_p3m": -0.27414974937212755, "alpha_c_p3m": -0.27414974937212755, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.036549241403705746, "ret_p6m": -0.10213980033188408, "ret_signed_p6m": -0.10213980033188408, "alpha_spy_p6m": -0.2007761789963034, "alpha_c_p6m": -0.2007761789963034, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.09863637866441932, "ret_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": [0.5193, 0.5655, 0.6662, 0.6867, 0.6183, 0.6066, 0.6511, 0.499, 0.5623, 0.6539, 0.6596, 0.6619, 0.5392, 0.5615, 0.5412, 0.7906, 0.6876, 0.4203, 0.4653, 0.4083, 0.3541, 0.3835, 0.3917, 0.376, 0.3444, 0.3304, 0.2571, 0.297, 0.2665, 0.2208, 0.2476, 0.1846, 0.1706, 0.1712, 0.1341, 0.1133, 0.0285, 0.0551, 0.0151, 0.0345, 0.0223, -0.0408, -0.0097, 0.0779, 0.0582, 0.0956, 0.0956, 0.1344, 0.0702, 0.0359, 0.0576, 0.1418, 0.1184, 0.1161, 0.1361, 0.0807, 0.0776, 0.0616, 0.0342, 0.0516, -0.0023, -0.008, 0.0146, 0.0, -0.0071, -0.0108, -0.0108, -0.0211, -0.0271, -0.0573, -0.0736, -0.0736, -0.0468, -0.0097, 0.0117, 0.0117, -0.0337, -0.0959, -0.0773, -0.0813, -0.1064, -0.109, -0.1047, -0.1047, -0.1307, -0.1757, -0.1292, -0.1549, -0.1361, -0.1532, -0.182, -0.1478, -0.2271, -0.2456, -0.2713, -0.3039, -0.3301, -0.3432, -0.4485, -0.5081, -0.5238, -0.5492, -0.535, -0.535, -0.5358, -0.5481, -0.5486, -0.5541, -0.5575, -0.5589, -0.5486, -0.5549, -0.5857, -0.5298, -0.5486, -0.5307, -0.5469, -0.5509, -0.3678, -0.3304, -0.2616, -0.3198, -0.2933, -0.2902, -0.2873, -0.3395, -0.3107, -0.3718, -0.3592, -0.3912, -0.4054, -0.4049, -0.4471, -0.4642, -0.4077, -0.434, -0.4539, -0.4539, -0.42, -0.4437, -0.4468, -0.4365, -0.4456, -0.3966, -0.3906, -0.307, -0.23, -0.1777, -0.1153, -0.1509, -0.1723, -0.1969, -0.1281, -0.1615, -0.2037, -0.2488, -0.2248, -0.218, -0.222, -0.2488, -0.2331, -0.2682, -0.1934, -0.1686, -0.2859, -0.3113, -0.3084, -0.2853, -0.3641, -0.3598, -0.3427, -0.315, -0.3224, -0.3224, -0.3195, -0.281, -0.2759, -0.2539, -0.208, -0.2151, -0.2151, -0.2009, -0.2528, -0.2248, -0.1732, -0.2074, -0.1763, -0.2348, -0.1392, -0.1021]}
{"unit_id": "orig:1996213237193339258", "ticker_idx": 0, "ts": "2025-12-03T13:41:38+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "institutions are stepping in with size at current valuations, not discounting it. They even set capped calls up to $82.24, signaling they see plenty of runway before dilution becomes a concern. This clears the overhang and secures the balance sheet perfectly for the 2026 expansion.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish IREN: debt refinanced at near-zero cost to 2032/33, equity priced at $41.12 with institutions buying, capped calls to $82.24 signal runway; balance sheet set for 2026 expansion.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN is effectively swapping out restrictive, near-term debt (convertible at ~$13-16) for ultra-cheap capital locked in until 2032/2033 at just 0.25% and 1.00% coupons.\n\nThat is practically free money to fund growth for the next decade. Furthermore, the direct equity offering being priced at $41.12 confirms that institutions are stepping in with size at current valuations, not discounting it. They even set capped calls up to $82.24, signaling they see plenty of runway before dilution becomes a concern. This clears the overhang and secures the balance sheet perfectly for the 2026 expansion.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_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": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
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Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6%", "tweet_type": "analysis", "timeline": "years", "summary": "Reverse DCF implies both CPRT and MA are undervalued: CPRT priced for 12.4% FCF growth vs 26.6% historical CAGR; MA priced for 14.9% vs 16.2% historical and accelerating to 20%.", "resolved_tickers": ["CPRT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Specialty Business Services", "unit_kind": "self_thread", "lang": "en", "tweet_text": "9/10 Copart, $CPRT, is a global leader in online vehicle auctions and remarketing services, specializing in the sale of used, wholesale, and salvage-title vehicles to a diverse base of dismantlers, dealers, and exporters.\n\nAccording to the reverse DCF analysis, investors are expecting the FCF of $CPRT to grow with 12.39% in the upcoming 10-years. Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6% with a standard deviation of 36%.\n\n---\n\n10/10 Mastercard, $MA, is a global technology company that operates the world’s second-largest payment processing network, facilitating seamless electronic funds transfers between the banks of merchants and the banks of card-issuing financial institutions.\n\nAccording to the reverse DCF analysis, investors are expecting the FCF to grow with 14.9% in the upcoming 10-years. $MA has proven that it is able to do this with a 10-year CAGR of 16.2% with a standard deviation of 18%. The 5-Year CAGR of 20% shows that the FCF growth of $MA is even accelerating.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021772599100536638, "ret_signed_m1d": -0.021772599100536638, "alpha_spy_m1d": -0.021874136723652127, "alpha_c_m1d": -0.021874136723652127, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.00010153762311548853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02023567871416554, "ret_signed_p1d": 0.02023567871416554, "alpha_spy_p1d": 0.013622295717276911, "alpha_c_p1d": 0.013622295717276911, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.006613382996888628, "ret_p1w": 0.05660858177884087, "ret_signed_p1w": 0.05660858177884087, "alpha_spy_p1w": 0.05264923740754024, "alpha_c_p1w": 0.05264923740754024, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.003959344371300633, "ret_p1m": 0.03381146679992053, "ret_signed_p1m": 0.03381146679992053, "alpha_spy_p1m": 0.032201637174890774, "alpha_c_p1m": 0.032201637174890774, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.0016098296250297572, "ret_p3m": -0.15189549605817887, "ret_signed_p3m": -0.15189549605817887, "alpha_spy_p3m": -0.11057671366247113, "alpha_c_p3m": -0.11057671366247113, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.04131878239570774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.1288, 0.1468, 0.1414, 0.1286, 0.1358, 0.1465, 0.1721, 0.1509, 0.1442, 0.144, 0.1311, 0.1288, 0.0886, 0.0881, 0.1017, 0.1014, 0.0976, 0.074, 0.0241, 0.0377, 0.0607, 0.0589, 0.0574, 0.0661, 0.0523, 0.0587, 0.0584, 0.0597, 0.0507, 0.0433, -0.0033, 0.0005, -0.0074, -0.0074, -0.0015, 0.0028, -0.002, -0.0049, -0.0061, -0.0082, -0.0161, -0.0154, 0.0038, -0.009, -0.0095, -0.0095, 0.0028, 0.0018, 0.0046, 0.0008, 0.0082, 0.0028, 0.0015, 0.0015, 0.0067, 0.0115, 0.0118, 0.0028, 0.0028, -0.0325, -0.0128, -0.002, -0.0218, 0.0, 0.0202, 0.0225, 0.0213, 0.0243, 0.0566, 0.0512, 0.0512, 0.0428, 0.0581, 0.0571, 0.0605, 0.064, 0.0341, 0.0405, 0.0318, 0.0394, 0.0164, -0.0026, 0.0287, 0.0215, 0.0338, 0.0323, 0.0336, 0.012, -0.0594, -0.0397, -0.0397, -0.0389, -0.033, -0.0356, -0.0656, -0.0943, -0.0963, -0.082, -0.0484, -0.0243, -0.0187, -0.0143, -0.0282, -0.0261, -0.0333, -0.0377, -0.0699, -0.0894, -0.1299, -0.1268, -0.1322, -0.1278, -0.1547, -0.167, -0.1583, -0.1447, -0.1588, -0.1527, -0.1539, -0.1693, -0.1647, -0.1496, -0.1542, -0.1445, -0.1445, -0.1588, -0.1519, -0.1504, -0.155, -0.1609, -0.1483, -0.1473, -0.1455, -0.1478, -0.1432, -0.1352, -0.1358, -0.1373, -0.1322, -0.1529, -0.1498, -0.146, -0.1463, -0.1519, -0.1478, -0.1473, -0.1509, -0.1447, -0.1322, -0.1306, -0.1478, -0.1434, -0.1563, -0.1637, -0.1726, -0.1434, -0.1516, -0.1537, -0.1189, -0.1345, -0.1345, -0.1486, -0.1586, -0.1475, -0.1606, -0.1721, -0.2095, -0.2226, -0.2118, -0.207, -0.2095, -0.198, -0.1967, -0.2044, -0.2123, -0.2239, -0.2126, -0.2439, -0.2257, -0.2257, -0.2449, -0.2418, -0.2213, -0.2303, -0.2175, null, null, null, null, null]}
{"unit_id": "thread:2009008300717756479", "ticker_idx": 1, "ts": "2026-01-07T21:04:39+00:00", "symbol": "MA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "investors are expecting the FCF to grow with 14.9% in the upcoming 10-years. $MA has proven that it is able to do this with a 10-year CAGR of 16.2%... The 5-Year CAGR of 20% shows that the FCF growth of $MA is even accelerating", "tweet_type": "analysis", "timeline": "years", "summary": "Reverse DCF implies both CPRT and MA are undervalued: CPRT priced for 12.4% FCF growth vs 26.6% historical CAGR; MA priced for 14.9% vs 16.2% historical and accelerating to 20%.", "resolved_tickers": ["MA"], "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": "9/10 Copart, $CPRT, is a global leader in online vehicle auctions and remarketing services, specializing in the sale of used, wholesale, and salvage-title vehicles to a diverse base of dismantlers, dealers, and exporters.\n\nAccording to the reverse DCF analysis, investors are expecting the FCF of $CPRT to grow with 12.39% in the upcoming 10-years. Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6% with a standard deviation of 36%.\n\n---\n\n10/10 Mastercard, $MA, is a global technology company that operates the world’s second-largest payment processing network, facilitating seamless electronic funds transfers between the banks of merchants and the banks of card-issuing financial institutions.\n\nAccording to the reverse DCF analysis, investors are expecting the FCF to grow with 14.9% in the upcoming 10-years. $MA has proven that it is able to do this with a 10-year CAGR of 16.2% with a standard deviation of 18%. The 5-Year CAGR of 20% shows that the FCF growth of $MA is even accelerating.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.00025862069875515203, "ret_signed_m1d": -0.00025862069875515203, "alpha_spy_m1d": -0.00036015832187064056, "alpha_c_m1d": 0.004929217036578004, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": -0.005187837735333156, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006319106485542125, "ret_signed_p1d": -0.006319106485542125, "alpha_spy_p1d": -0.012932489482430753, "alpha_c_p1d": -0.0032779483592236813, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": -0.003041158126318444, "ret_p1w": -0.06310418941253304, "ret_signed_p1w": -0.06310418941253304, "alpha_spy_p1w": -0.06706353378383367, "alpha_c_p1w": -0.03573383510818129, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": -0.02737035430435175, "ret_p1m": -0.05258983295530728, "ret_signed_p1m": -0.05258983295530728, "alpha_spy_p1m": -0.05419966258033704, "alpha_c_p1m": -0.023251694745401452, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": -0.02933813820990583, "ret_p3m": -0.13970996269211688, "ret_signed_p3m": -0.13970996269211688, "alpha_spy_p3m": -0.09839118029640914, "alpha_c_p3m": -0.03660443239885869, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.1031055302932582, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.0359, -0.0209, -0.0298, -0.052, -0.0329, -0.0236, -0.0139, -0.015, -0.0109, -0.011, -0.0133, -0.0244, -0.0439, -0.0455, -0.0484, -0.0621, -0.0471, -0.0461, -0.0462, -0.0484, -0.0467, -0.0374, -0.0325, -0.0422, -0.0592, -0.0745, -0.0905, -0.0857, -0.09, -0.0684, -0.0728, -0.0579, -0.0606, -0.0606, -0.0509, -0.0622, -0.0589, -0.0454, -0.0651, -0.0596, -0.0683, -0.0733, -0.071, -0.0288, -0.014, -0.0189, -0.0242, -0.0252, -0.0239, -0.0135, -0.0075, -0.0064, -0.0011, -0.0011, -0.0008, -0.0037, -0.0046, -0.0158, -0.0158, -0.0292, -0.0198, 0.0005, -0.0003, 0.0, -0.0063, -0.0223, -0.0591, -0.0559, -0.0631, -0.0686, -0.0686, -0.0819, -0.0891, -0.08, -0.094, -0.0895, -0.1015, -0.0998, -0.0612, -0.0698, -0.0411, -0.0492, -0.0443, -0.0472, -0.0526, -0.0757, -0.067, -0.0721, -0.0893, -0.105, -0.105, -0.0989, -0.0884, -0.1018, -0.0911, -0.1436, -0.1402, -0.1205, -0.1112, -0.107, -0.1005, -0.0948, -0.0972, -0.0942, -0.0982, -0.1061, -0.1113, -0.1298, -0.1414, -0.1402, -0.1221, -0.1254, -0.1566, -0.152, -0.1431, -0.1361, -0.1386, -0.132, -0.1354, -0.164, -0.1471, -0.1373, -0.1512, -0.1481, -0.1481, -0.1342, -0.1397, -0.1244, -0.1291, -0.1376, -0.1204, -0.1125, -0.1007, -0.1032, -0.0984, -0.1065, -0.1156, -0.1177, -0.1311, -0.128, -0.1241, -0.1221, -0.0916, -0.1302, -0.1431, -0.1271, -0.1403, -0.1493, -0.1336, -0.1431, -0.139, -0.1356, -0.1514, -0.1527, -0.1453, -0.1252, -0.1358, -0.1386, -0.1359, -0.1378, -0.1378, -0.1473, -0.1438, -0.1461, -0.1457, -0.1435, -0.1739, -0.1845, -0.1668, -0.1507, -0.16, -0.1435, -0.1541, -0.1586, -0.1526, -0.1514, -0.133, -0.1474, -0.1529, -0.1529, -0.1628, -0.1559, -0.1449, -0.1544, -0.137, null, null, null, null, null]}
{"unit_id": "quote:1995209241284706680", "ticker_idx": 0, "ts": "2025-11-30T19:12:06+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure players capturing demand from the 180GW data-center power execution gap.", "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": "This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": null, "quoted_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "parent_author": null, "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018610016107583838, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586500297359519, "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": -0.15384251993697373, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.049278383881644405, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.22303858460288584, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391521909949963, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317800008799429, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965344371547503, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.21014646501716616, "alpha_spy_stated": -0.22303858460288584, "alpha_c_stated": -0.2570902040597104, "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": "quote:1995209241284706680", "ticker_idx": 1, "ts": "2025-11-30T19:12:06+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure players capturing demand from the 180GW data-center power execution gap.", "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": "This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": null, "quoted_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "parent_author": null, "ret_m1d": 0.03351954441395333, "ret_signed_m1d": 0.03351954441395333, "alpha_spy_m1d": 0.02893304411659381, "alpha_c_m1d": 0.033973529208512154, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": -0.000453984794558826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10411381862907065, "ret_signed_p1d": -0.10411381862907065, "alpha_spy_p1d": -0.10596618613313846, "alpha_c_p1d": -0.11441583888815554, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.010302020259084887, "ret_p1w": -0.010665362423838087, "ret_signed_p1w": -0.010665362423838087, "alpha_spy_p1w": -0.0156046773952484, "alpha_c_p1w": -0.041781135715194595, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.031115773291356508, "ret_p1m": -0.25901474063691876, "ret_signed_p1m": -0.25901474063691876, "alpha_spy_p1m": -0.27190686022263844, "alpha_c_p1m": -0.27616547942414704, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.01715073878722828, "ret_p3m": -0.16302696316686127, "ret_signed_p3m": -0.16302696316686127, "alpha_spy_p3m": -0.17929524778734396, "alpha_c_p3m": -0.14939939461654828, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.013627568550312996, "ret_p6m": 0.16912137294999985, "ret_signed_p6m": 0.16912137294999985, "alpha_spy_p6m": 0.05946792923452482, "alpha_c_p6m": -0.12755303596029965, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.2966744089102995, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.25901474063691876, "alpha_spy_stated": -0.27190686022263844, "alpha_c_stated": -0.27616547942414704, "price_path": [-0.5881, -0.6242, -0.6181, -0.6079, -0.5317, -0.4794, -0.4937, -0.449, -0.449, -0.4154, -0.3713, -0.3982, -0.3763, -0.291, -0.2814, -0.2819, -0.4078, -0.4175, -0.3575, -0.3606, -0.3601, -0.2986, -0.2534, -0.2209, -0.2001, -0.1061, -0.0863, -0.1381, 0.033, 0.0609, 0.0681, -0.0493, -0.0472, 0.0112, -0.082, -0.1818, -0.1237, 0.0493, 0.0432, 0.0137, -0.0051, -0.0315, -0.0528, 0.1559, 0.1432, 0.255, 0.1026, 0.0508, -0.002, -0.0518, -0.1173, -0.2417, -0.2707, -0.2712, -0.2595, -0.2575, -0.2605, -0.2814, -0.1513, -0.1102, -0.0274, -0.0274, 0.0335, 0.0, -0.1041, -0.0538, 0.0071, -0.0208, -0.0107, -0.0066, -0.0615, -0.0411, -0.1341, -0.2514, -0.2387, -0.2692, -0.2306, -0.1767, -0.1701, -0.192, -0.1762, -0.1762, -0.2285, -0.2341, -0.259, -0.2504, -0.2504, -0.1772, -0.0777, -0.1092, -0.1833, -0.1595, -0.1554, -0.1021, -0.0731, -0.0792, -0.1102, -0.0452, -0.0452, -0.0899, -0.1001, -0.1168, -0.1077, -0.1625, -0.0477, -0.0366, -0.1011, -0.1894, -0.1971, -0.1742, -0.2763, -0.355, -0.2519, -0.1488, -0.1315, -0.1732, -0.1823, -0.1661, -0.1661, -0.2057, -0.2169, -0.1976, -0.256, -0.227, -0.1305, -0.1564, -0.163, -0.2077, -0.1996, -0.2529, -0.1854, -0.2306, -0.3083, -0.2732, -0.291, -0.2834, -0.3037, -0.2849, -0.2311, -0.2336, -0.255, -0.2565, -0.2885, -0.2438, -0.2443, -0.1935, -0.2712, -0.3019, -0.3898, -0.3464, -0.358, -0.3489, -0.3489, -0.322, -0.2885, -0.2169, -0.1691, -0.1605, -0.098, -0.063, -0.0858, -0.1193, -0.0163, -0.0203, -0.0838, -0.0127, -0.0508, -0.0757, -0.0777, -0.1234, -0.1407, -0.099, -0.1346, -0.0914, 0.1224, 0.1127, 0.0505, 0.0437, 0.03, 0.0188, 0.0787, 0.132, 0.0325, -0.0289, -0.0452, -0.0107, 0.0929, 0.1158, 0.1158, 0.1691]}
{"unit_id": "quote:1995209241284706680", "ticker_idx": 2, "ts": "2025-11-30T19:12:06+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish setup for $IREN, $CIFR, and $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on IREN, CIFR, and NBIS as infrastructure players capturing demand from the 180GW data-center power execution gap.", "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": "This execution gap confirms secured power is the ultimate moat. Massive opportunity for infrastructure players to capture this demand. Bullish setup for $IREN, $CIFR, and $NBIS.", "reply_text": null, "parent_text": null, "quoted_text": "A staggering 180GW chasm between planned data center capacity for actual development capacity. https://t.co/W0G7c4rttH", "parent_author": null, "ret_m1d": -0.052720905630066484, "ret_signed_m1d": -0.052720905630066484, "alpha_spy_m1d": -0.057307405927426, "alpha_c_m1d": -0.05742271881503813, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004701813184971648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036944628270231594, "ret_signed_p1d": -0.036944628270231594, "alpha_spy_p1d": -0.0387969957742994, "alpha_c_p1d": -0.04025333893149108, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.003308710661259484, "ret_p1w": 0.0017973070637373745, "ret_signed_p1w": 0.0017973070637373745, "alpha_spy_p1w": -0.003142007907672939, "alpha_c_p1w": -0.010479664481659379, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.012276971545396753, "ret_p1m": -0.1495756677853144, "ret_signed_p1m": -0.1495756677853144, "alpha_spy_p1m": -0.16246778737103407, "alpha_c_p1m": -0.18286212419849268, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.03328645641317829, "ret_p3m": 0.047229112885403435, "ret_signed_p3m": 0.047229112885403435, "alpha_spy_p3m": 0.030960828264920748, "alpha_c_p3m": 0.027656903883158, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.019572209002245433, "ret_p6m": 1.0774837183085886, "ret_signed_p6m": 1.0774837183085886, "alpha_spy_p6m": 0.9678302745931135, "alpha_c_p6m": 1.0649106714204966, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.012573046888092021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1495756677853144, "alpha_spy_stated": -0.16246778737103407, "alpha_c_stated": -0.18286212419849268, "price_path": [-0.3445, -0.3519, -0.3463, -0.3604, -0.0442, -0.0675, -0.1094, -0.0973, -0.0918, -0.107, -0.0606, -0.0602, -0.0084, 0.0644, 0.0764, 0.1306, 0.0778, 0.0754, 0.1005, 0.121, 0.1544, 0.2568, 0.2779, 0.2475, 0.1752, 0.2182, 0.3244, 0.2939, 0.3526, 0.2796, 0.2564, 0.2286, 0.1327, 0.0884, 0.0412, -0.0153, 0.06, 0.1708, 0.2524, 0.2165, 0.2491, 0.2399, 0.3062, 0.2029, 0.1037, 0.1682, 0.0928, 0.1111, 0.0979, 0.0207, -0.0578, -0.115, -0.1659, -0.1415, -0.096, -0.0507, -0.1549, -0.1686, -0.0824, -0.1125, -0.0545, -0.0545, -0.0527, 0.0, -0.0369, -0.0123, 0.0265, -0.0211, 0.0018, -0.0373, -0.0655, -0.0586, -0.1244, -0.1898, -0.1917, -0.2466, -0.2203, -0.1067, -0.0691, -0.101, -0.0901, -0.0901, -0.1254, -0.1409, -0.1496, -0.1642, -0.1642, -0.1018, -0.0731, 0.0009, -0.0393, -0.0285, -0.0222, 0.0717, 0.0527, 0.0183, 0.0373, 0.0857, 0.0857, -0.0086, -0.0128, -0.033, -0.0564, -0.0868, -0.0228, 0.0028, -0.0523, -0.1494, -0.1197, -0.1018, -0.1773, -0.2624, -0.1403, -0.0726, -0.0835, -0.1152, -0.104, -0.0214, -0.0214, -0.0263, 0.0165, 0.0745, -0.0223, 0.0046, 0.0243, 0.0596, 0.0472, -0.0895, -0.0913, -0.1333, -0.0237, -0.0449, -0.108, -0.052, -0.0371, 0.1183, 0.0788, 0.1278, 0.2966, 0.1616, 0.1838, 0.2134, 0.1744, 0.1398, 0.1474, 0.1492, 0.0581, 0.0067, -0.0788, 0.036, 0.018, 0.0866, 0.0866, 0.1237, 0.1722, 0.2481, 0.3613, 0.4475, 0.5433, 0.617, 0.6652, 0.6509, 0.569, 0.5892, 0.5632, 0.5591, 0.5684, 0.4694, 0.4474, 0.3531, 0.4098, 0.3802, 0.5426, 0.7616, 0.7566, 0.948, 0.8449, 0.7678, 0.8582, 0.7884, 1.0696, 1.2082, 1.1961, 0.9956, 0.9743, 0.9153, 1.196, 1.1445, 1.1445, 1.0775]}
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{"unit_id": "orig:1999228130712580201", "ticker_idx": 0, "ts": "2025-12-11T21:21:44+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI semiconductor revenue surged 74% year-over-year, and management guided for it to double to $8.2 billion in Q1, solidifying its leadership in the AI infrastructure boom", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AVGO on 74% YoY AI semi growth + guidance to double revenue in Q1, cementing AI infrastructure leadership.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$AVGO saved the Santa Rally with a double beat 🟢\n\nAI semiconductor revenue surged 74% year-over-year, and management guided for it to double to $8.2 billion in Q1, solidifying its leadership in the AI infrastructure boom.\n\n$AVGO up 3% after earnings 📈 https://t.co/VLObnkcX9e", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12902514550506128, "ret_signed_m1d": 0.12902514550506128, "alpha_spy_m1d": 0.11815629752242884, "alpha_c_m1d": 0.08166829922214336, "bench_spy_m1d": 0.010868847982632435, "bench_c_m1d": 0.04735684628291792, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05589976107686112, "ret_signed_p1d": -0.05589976107686112, "alpha_spy_p1d": -0.054388862395444715, "alpha_c_p1d": -0.05245459729910196, "bench_spy_p1d": -0.001510898681416406, "bench_c_p1d": -0.0034451637777591637, "ret_p1w": -0.0543716829612213, "ret_signed_p1w": -0.0543716829612213, "alpha_spy_p1w": -0.05560536991778231, "alpha_c_p1w": -0.06033011415952072, "bench_spy_p1w": 0.0012336869565610087, "bench_c_p1w": 0.005958431198299419, "ret_p1m": -0.019576230737237577, "ret_signed_p1m": -0.019576230737237577, "alpha_spy_p1m": -0.04224413406969085, "alpha_c_p1m": -0.1261942509156464, "bench_spy_p1m": 0.022667903332453276, "bench_c_p1m": 0.10661802017840882, "ret_p3m": -0.04919410548257919, "ret_signed_p3m": -0.04919410548257919, "alpha_spy_p3m": -0.04416078546371327, "alpha_c_p3m": -0.18518708946139617, "bench_spy_p3m": -0.005033320018865917, "bench_c_p3m": 0.13599298397881698, "ret_p6m": 0.10630510848058639, "ret_signed_p6m": 0.10630510848058639, "alpha_spy_p6m": 0.015849505459330615, "alpha_c_p6m": -0.5880956467185394, "bench_spy_p6m": 0.09045560302125577, "bench_c_p6m": 0.6944007551991258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019576230737237577, "alpha_spy_stated": -0.04224413406969085, "alpha_c_stated": -0.1261942509156464, "price_path": [-0.0015, -0.0399, -0.0421, -0.0433, -0.0587, -0.0583, -0.0573, -0.0662, -0.0706, -0.089, -0.0834, -0.0737, -0.0604, -0.0599, -0.0679, -0.0653, -0.0401, -0.0414, -0.0981, -0.009, -0.0439, -0.0239, -0.0161, -0.0295, -0.0297, -0.048, -0.0545, -0.0435, -0.0161, 0.0059, 0.0362, 0.0724, 0.046, 0.0269, 0.0073, -0.0222, -0.0026, -0.0121, -0.0292, -0.0043, -0.0221, -0.0131, -0.0554, -0.0485, -0.048, -0.054, -0.0153, -0.0364, -0.0548, 0.0501, 0.0697, 0.1046, 0.1046, 0.1196, 0.0727, 0.0601, 0.0575, 0.0586, 0.0842, 0.1144, 0.1288, 0.1474, 0.129, 0.0, -0.0559, -0.0518, -0.0942, -0.0835, -0.0544, -0.0495, -0.0276, -0.0251, -0.0251, -0.0198, -0.0274, -0.0261, -0.0366, -0.0366, -0.0324, -0.044, -0.0431, -0.0438, -0.0745, -0.0397, -0.0196, -0.0129, -0.0539, -0.0452, -0.021, -0.021, -0.0742, -0.0847, -0.094, -0.1091, -0.0957, -0.0736, -0.0724, -0.0794, -0.0778, -0.0783, -0.1083, -0.1425, -0.1357, -0.0733, -0.0426, -0.0523, -0.0459, -0.0781, -0.0948, -0.0948, -0.0743, -0.0716, -0.0703, -0.074, -0.0805, -0.094, -0.075, -0.1045, -0.1105, -0.1125, -0.1264, -0.1161, -0.0737, -0.0801, -0.0376, -0.0464, -0.0492, -0.0648, -0.1032, -0.0955, -0.1056, -0.1206, -0.1097, -0.1357, -0.1004, -0.1121, -0.1107, -0.1369, -0.1613, -0.1815, -0.1366, -0.1255, -0.1226, -0.1226, -0.1229, -0.0684, -0.0219, -0.01, 0.0364, 0.0593, 0.0622, 0.1066, 0.1115, 0.134, 0.1148, 0.1218, 0.179, 0.1714, 0.1793, 0.1666, 0.1153, 0.131, 0.1644, 0.1751, 0.1618, 0.1921, 0.1868, 0.1508, 0.1995, 0.1951, 0.1696, 0.1626, 0.2268, 0.1861, 0.1736, 0.1467, 0.1653, 0.1564, 0.1552, 0.1552, 0.1772, 0.1768, 0.1899, 0.2463, 0.2831, 0.3433, 0.3368, 0.1685, 0.076, 0.1063]}
{"unit_id": "orig:2026767323378372738", "ticker_idx": 0, "ts": "2026-02-25T21:12:40+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Snowflake proves it remains an essential hub for businesses wanting to safely organize data and build AI applications", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish SNOW: AI strategy working, 30% revenue growth, record new customers, and expanding into IT ops via Observe acquisition.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$SNOW delivered a stellar quarter, driving its stock up 3% after beating both revenue and profit expectations.\n\nThe biggest takeaway is that their Artificial Intelligence strategy is working. Over 9,100 customers now use Snowflake's AI tools, encouraging them to rely on the platform even more for daily tasks.\n\nBeyond impressive 30% revenue growth, Snowflake attracted a record number of new customers while getting existing ones to spend more. \n\nThey are also expanding by acquiring the company Observe to enter the lucrative IT operations market. By partnering with giants like OpenAI, Snowflake proves it remains an essential hub for businesses wanting to safely organize data and build AI applications.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02224656708100936, "ret_signed_m1d": -0.02224656708100936, "alpha_spy_m1d": -0.027832036848071895, "alpha_c_m1d": -0.027832036848071895, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.005585469767062534, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.026869258997360146, "ret_signed_p1d": -0.026869258997360146, "alpha_spy_p1d": -0.022067318138748848, "alpha_c_p1d": -0.022067318138748848, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.004801940858611298, "ret_p1w": 0.025366921597014924, "ret_signed_p1w": 0.025366921597014924, "alpha_spy_p1w": 0.03695828910598853, "alpha_c_p1w": 0.03695828910598853, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.011591367508973605, "ret_p1m": -0.1170691944565434, "ret_signed_p1m": -0.1170691944565434, "alpha_spy_p1m": -0.039485767810988004, "alpha_c_p1m": -0.039485767810988004, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.0775834266455554, "ret_p3m": 0.026233725927245155, "ret_signed_p3m": 0.026233725927245155, "alpha_spy_p3m": -0.06565653622913636, "alpha_c_p3m": -0.06565653622913636, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.09189026215638152, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1170691944565434, "alpha_spy_stated": -0.039485767810988004, "alpha_c_stated": -0.039485767810988004, "price_path": [0.4561, 0.5005, 0.5313, 0.3566, 0.322, 0.3019, 0.2863, 0.2513, 0.2742, 0.2593, 0.244, 0.2747, 0.2498, 0.2788, 0.2855, 0.3108, 0.3007, 0.2824, 0.2824, 0.2937, 0.288, 0.2831, 0.2675, 0.2675, 0.2522, 0.2964, 0.3552, 0.3492, 0.2931, 0.266, 0.2729, 0.2099, 0.1913, 0.2004, 0.2156, 0.2156, 0.1916, 0.1932, 0.22, 0.2117, 0.2208, 0.2293, 0.2481, 0.152, 0.1135, 0.1018, 0.001, -0.0449, -0.0945, -0.0268, 0.0167, 0.055, 0.0333, -0.0009, 0.0533, 0.0533, 0.0233, 0.0175, 0.0355, -0.0032, -0.0893, -0.0693, -0.0222, 0.0, -0.0269, -0.0158, -0.042, -0.0277, 0.0254, 0.0429, 0.0565, 0.0131, 0.0368, 0.0242, 0.0324, 0.0077, 0.0089, 0.0011, 0.0135, -0.0291, 0.0066, -0.0677, -0.0719, -0.062, -0.1171, -0.112, -0.1285, -0.1152, -0.1226, -0.1226, -0.1368, -0.1376, -0.1333, -0.2359, -0.3002, -0.2243, -0.2172, -0.1651, -0.1705, -0.168, -0.1307, -0.1284, -0.1011, -0.1541, -0.1892, -0.1665, -0.1762, -0.184, -0.2114, -0.1853, -0.1667, -0.1812, -0.1925, -0.1118, -0.1191, -0.1246, -0.1218, -0.1196, -0.1289, -0.0901, -0.051, -0.0203, -0.0352, -0.0435, -0.005, -0.005, 0.0262, 0.0127, 0.3822, 0.4767, 0.6189, 0.509, 0.3942, 0.411, 0.3767, 0.3894, 0.3848, 0.3862, 0.3891, 0.3451, 0.3913, 0.3771, 0.3551, 0.3423, 0.3423, 0.3093, 0.3314, 0.3056, 0.312, 0.4386, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016498527342313785", "ticker_idx": 0, "ts": "2026-01-28T13:08:08+00:00", "symbol": "APH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the company's outlook for early 2026 is incredibly bullish, forecasting continued aggressive growth and solid profit margins", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish APH despite 12% drop: 38% organic growth, AI-driven demand, CommScope acquisition adding $4B revenue, and bullish 2026 outlook.", "resolved_tickers": ["APH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$APH with another strong Q4 double beat. Stock is down 12% though as expectations are sky high and there is a surprise $100M China tax provision.\n\nThe great results aren't just financial engineering, their underlying business grew 38% organically, fueled by insatiable demand in Data Communications, likely for AI infrastructure. Importantly, this strength was broad, lifting nearly every sector they serve, including mobile and automotive.\n\nTheir growth engine is accelerating further with the massive acquisition of CommScope’s connectivity business, expected to add $4 billion in annual revenue.\n\nInvestors noted a new $100 million reserve for a tax dispute in China, the company’s outlook for early 2026 is incredibly bullish, forecasting continued aggressive growth and solid profit margins.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.13901064633877036, "ret_signed_m1d": 0.13901064633877036, "alpha_spy_m1d": 0.1389099716240676, "alpha_c_m1d": 0.14691775404375962, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.007907107704989258, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024801243340465184, "ret_signed_p1d": 0.024801243340465184, "alpha_spy_p1d": 0.02678562049529898, "alpha_c_p1d": 0.04061566374915271, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.015814420408687524, "ret_p1w": -0.10934514289970454, "ret_signed_p1w": -0.10934514289970454, "alpha_spy_p1w": -0.09607266850491969, "alpha_c_p1w": -0.034896376740809476, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.07444876615889506, "ret_p1m": 0.01719653580924385, "ret_signed_p1m": 0.01719653580924385, "alpha_spy_p1m": 0.025996970554602594, "alpha_c_p1m": 0.0722792789256691, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.05508274311642525, "ret_p3m": 0.020373914817750194, "ret_signed_p3m": 0.020373914817750194, "alpha_spy_p3m": -0.01083480557133254, "alpha_c_p3m": -0.05695405820933974, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.07732797302708994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.020373914817750194, "alpha_spy_stated": -0.01083480557133254, "alpha_c_stated": -0.05695405820933974, "price_path": [-0.0472, -0.0321, -0.0652, -0.0504, -0.0556, -0.0489, -0.0164, -0.019, -0.0296, -0.0752, -0.0855, -0.0951, -0.0944, -0.0655, -0.1086, -0.1001, -0.0572, -0.0577, -0.0514, -0.0514, -0.0365, -0.048, -0.0325, -0.0519, -0.0464, -0.0471, -0.0423, -0.0524, -0.0517, -0.0489, -0.1163, -0.1117, -0.1153, -0.1333, -0.112, -0.0731, -0.0741, -0.0606, -0.0549, -0.0549, -0.0584, -0.0621, -0.0669, -0.0741, -0.0741, -0.0428, -0.0417, -0.0314, -0.0483, -0.0665, -0.0397, -0.0058, 0.0206, 0.0054, 0.0566, 0.0578, 0.0578, 0.0436, 0.0592, 0.0448, 0.0345, 0.0658, 0.139, 0.0, 0.0248, -0.0129, -0.0071, 0.0075, -0.1093, -0.1256, -0.0667, -0.0121, -0.0125, -0.0132, -0.0153, 0.0052, 0.0052, 0.0179, 0.0121, 0.0359, 0.0348, 0.0127, 0.038, 0.0458, 0.0172, 0.0007, -0.074, -0.1122, -0.0905, -0.0666, -0.0965, -0.0678, -0.0632, -0.0782, -0.0993, -0.0825, -0.0628, -0.0743, -0.1243, -0.1049, -0.1317, -0.103, -0.1216, -0.1163, -0.1547, -0.1514, -0.1821, -0.1326, -0.1234, -0.1213, -0.1213, -0.1317, -0.1187, -0.0711, -0.0549, -0.0338, -0.0028, 0.0209, 0.009, 0.0226, 0.037, 0.049, 0.043, 0.0169, 0.0309, 0.0277, 0.0204, -0.0134, 0.0186, 0.011, -0.0231, -0.0319, -0.0617, -0.0494, -0.0621, -0.1211, -0.1593, -0.1222, -0.1444, -0.1131, -0.1419, -0.1644, -0.1817, -0.1553, -0.1429, -0.0934, -0.0934, -0.042, -0.0373, 0.0138, 0.0212, 0.0046, 0.0187, 0.0134, 0.0075, -0.0471, -0.0142, 0.0576, 0.0244, 0.0466, 0.0558, 0.0887, 0.0902, 0.106, 0.1255, 0.1255, 0.1393, 0.0911, 0.1191, 0.1354, 0.1256, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2000288793669341528", "ticker_idx": 0, "ts": "2025-12-14T19:36:26+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the companies I really like and have in my portfolio", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds AMPX in portfolio; expresses genuine ongoing long position.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TheFinPitch One of the companies I really like and have in my portfolio", "reply_text": null, "parent_text": "$AMPX https://t.co/9NFBZmWaSL", "quoted_text": null, "parent_author": "JManCapital", "ret_m1d": 0.0855721035179764, "ret_signed_m1d": 0.0855721035179764, "alpha_spy_m1d": 0.08405891856741343, "alpha_c_m1d": 0.08716452608861036, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022885526156344316, "ret_signed_p1d": 0.022885526156344316, "alpha_spy_p1d": 0.02561781130157459, "alpha_c_p1d": 0.028809412632164744, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": -0.09751248530463819, "ret_signed_p1w": -0.09751248530463819, "alpha_spy_p1w": -0.1065082423658591, "alpha_c_p1w": -0.10132098516649479, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": -0.03781095594318906, "ret_signed_p1m": -0.03781095594318906, "alpha_spy_p1m": -0.059978419356848556, "alpha_c_p1m": -0.08610532254000292, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.8199005540705333, "ret_signed_p3m": 0.8199005540705333, "alpha_spy_p3m": 0.8385597029677335, "alpha_c_p3m": 0.7637443731237978, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7333333080285427, "ret_signed_p6m": 0.7333333080285427, "alpha_spy_p6m": 0.6444334661725524, "alpha_c_p6m": 0.607805858494965, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03781095594318906, "alpha_spy_stated": -0.059978419356848556, "alpha_c_stated": -0.08610532254000292, "price_path": [0.0338, 0.1413, 0.1711, 0.2, 0.1632, 0.1035, 0.1015, 0.0876, 0.0617, 0.0468, 0.198, 0.2428, 0.2677, 0.3373, 0.2607, 0.2358, 0.2746, 0.1871, 0.2836, 0.3184, 0.4537, 0.2716, 0.1781, 0.3463, 0.2149, 0.1333, 0.1602, 0.2826, 0.2567, 0.1841, 0.2438, 0.2229, 0.402, 0.3493, 0.204, 0.2975, 0.1204, 0.2667, 0.3522, 0.2856, 0.2308, 0.1662, 0.1234, 0.0378, 0.0617, 0.0756, 0.0249, 0.006, 0.0746, 0.0677, 0.0756, 0.0756, 0.1264, 0.0557, 0.0806, 0.1463, 0.2159, 0.2119, 0.1741, 0.1642, 0.0985, 0.1383, 0.0856, 0.0, 0.0229, -0.1264, -0.0896, -0.0697, -0.0975, -0.1323, -0.1512, -0.1512, -0.1771, -0.2119, -0.2209, -0.2149, -0.2149, -0.1303, -0.0836, -0.0856, -0.1144, -0.0806, -0.0567, -0.004, -0.0378, 0.0308, 0.01, 0.0945, 0.0945, 0.1114, 0.1214, 0.1891, 0.1114, 0.0846, 0.1522, 0.192, 0.3512, 0.2378, 0.3085, 0.4607, 0.2338, 0.0527, 0.2179, 0.2428, 0.1493, 0.1055, 0.0139, -0.008, -0.008, -0.0279, -0.0139, 0.0299, -0.0527, 0.0149, 0.0746, 0.1005, 0.1463, 0.0677, 0.1532, 0.1572, 0.2488, 0.4816, 0.6249, 0.7632, 0.791, 0.8498, 0.8199, 0.7861, 0.8597, 0.9284, 0.8806, 0.9015, 0.8109, 0.8587, 0.7672, 0.7841, 0.7075, 0.604, 0.4647, 0.6776, 0.5443, 0.592, 0.592, 0.7473, 0.6617, 0.6836, 0.607, 0.7134, 0.8299, 0.7801, 0.8209, 0.9035, 0.8577, 0.9512, 1.1323, 1.2577, 1.1622, 1.0557, 1.1313, 0.9592, 1.0239, 1.0955, 1.0766, 1.0279, 1.1294, 1.208, 0.603, 0.6617, 0.7592, 0.8736, 0.7433, 0.7781, 0.6766, 0.5791, 0.5403, 0.4995, 0.5224, 0.595, 0.595, 0.7741, 0.7075, 1.0746, 1.0179, 1.1642, 1.2796, 1.1632, 1.2428, 0.9592, 0.8736, 0.7333]}
{"unit_id": "reply:2023746881004990776", "ticker_idx": 0, "ts": "2026-02-17T13:10:30+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pivoting restricted capacity to accelerate the roadmap proves global demand is uncapped. This cements the 1-year cadence.", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NVDA: pulled-forward Vera Rubin timeline proves uncapped global demand and cements annual product cadence.", "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": "@StockSavvyShay Execution alpha. Pivoting restricted capacity to accelerate the roadmap proves global demand is uncapped. This cements the 1-year cadence.", "reply_text": null, "parent_text": "Evercore says $NVDA Vera Rubin timeline has been pulled forward by 3–6 months.\n\nChina export bans freed up supplier capacity, opening the door to shipments as early as end-Q2 2026. https://t.co/ruYBsSPhIW", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.011677625642508516, "ret_signed_m1d": -0.011677625642508516, "alpha_spy_m1d": -0.010066741757251085, "alpha_c_m1d": -0.012192929438846867, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0005153037963383511, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01627282163254007, "ret_signed_p1d": 0.01627282163254007, "alpha_spy_p1d": 0.011235114081963316, "alpha_c_p1d": 0.0039050811928820206, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.012367740439658048, "ret_p1w": 0.04260153705655223, "ret_signed_p1w": 0.04260153705655223, "alpha_spy_p1w": 0.03601153301923343, "alpha_c_p1w": 0.014013297216297183, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.028588239840255047, "ret_p1m": -0.02465395826875516, "ret_signed_p1m": -0.02465395826875516, "alpha_spy_p1m": 0.006714561589811985, "alpha_c_p1m": 0.009308388682797153, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.033962346951552314, "ret_p3m": 0.21820945110798529, "ret_signed_p3m": 0.21820945110798529, "alpha_spy_p3m": 0.13277527580244786, "alpha_c_p3m": -0.14700861353646788, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.36521806464445317, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.21820945110798529, "alpha_spy_stated": 0.13277527580244786, "alpha_c_stated": -0.14700861353646788, "price_path": [-0.0235, -0.033, -0.0131, -0.0387, -0.0255, -0.0255, -0.0431, -0.0274, -0.019, -0.0291, -0.0086, -0.0138, 0.0031, 0.0, -0.0064, -0.0218, -0.0538, -0.0469, -0.0392, -0.0759, -0.0586, -0.0215, -0.0069, 0.0229, 0.0197, 0.0197, 0.0301, 0.0176, 0.0139, 0.0083, 0.0083, 0.021, 0.017, 0.0123, 0.0224, 0.0004, -0.0006, -0.0002, 0.0045, -0.0099, 0.0112, 0.0068, 0.0068, -0.0373, -0.0089, -0.0007, 0.0146, 0.0081, 0.0192, 0.0354, 0.0408, 0.0333, 0.0035, -0.025, -0.0583, -0.0708, 0.0024, 0.0274, 0.0193, 0.0275, 0.0107, -0.0117, -0.0117, 0.0, 0.0163, 0.0158, 0.0262, 0.0356, 0.0426, 0.0573, -0.0004, -0.0421, -0.0135, -0.0266, -0.0104, -0.0088, -0.0387, -0.0125, -0.0011, 0.0058, -0.0098, -0.0255, -0.0094, -0.0164, -0.0247, -0.0346, -0.0663, -0.0504, -0.0528, -0.034, -0.0742, -0.0943, -0.107, -0.0571, -0.0498, -0.0409, -0.0409, -0.0396, -0.0371, -0.0156, -0.0057, 0.0198, 0.0235, 0.0624, 0.0752, 0.0724, 0.0904, 0.0925, 0.0807, 0.0948, 0.0794, 0.126, 0.1711, 0.1525, 0.1313, 0.079, 0.0729, 0.0731, 0.0624, 0.1236, 0.1435, 0.1635, 0.1864, 0.1937, 0.221, 0.2745, 0.2182, 0.202, 0.1927, 0.2082, 0.1868, 0.1642, 0.1642, 0.1617, 0.1494, 0.1584, 0.1415, 0.213, 0.2047, 0.1611, 0.1836, 0.1102, 0.1293, 0.1269, 0.0848, 0.1089, 0.1107, 0.15, 0.1227, 0.1077, 0.1404, 0.1404, 0.1294, 0.0828, 0.0772, 0.0595, 0.0421, null, null, null, null, null, null, null, null, null, null, null, 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:1973390279672500411", "ticker_idx": 0, "ts": "2025-10-01T14:11:21+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, PLTR, RKLB, and PL as 48.1% of portfolio; endorses all as disruptors.", "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": "@Mr_Derivatives $HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "reply_text": null, "parent_text": "The combined market caps of $HOOD, $APP, and $PLTR is nearing $1 Trillion.\n\nDisruptors.\n\nAmazing.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": 0.029035455683877, "ret_signed_m1d": 0.029035455683877, "alpha_spy_m1d": 0.03243136404056801, "alpha_c_m1d": 0.02004494571082205, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": 0.00899050997305495, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047146741320754915, "ret_signed_p1d": 0.047146741320754915, "alpha_spy_p1d": 0.04599491652406895, "alpha_c_p1d": 0.04789590829827872, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": -0.0007491669775238075, "ret_p1w": 0.08430354879253898, "ret_signed_p1w": 0.08430354879253898, "alpha_spy_p1w": 0.07733220539435659, "alpha_c_p1w": 0.08205590321917633, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.0022476455733626555, "ret_p1m": -0.007690039313808517, "ret_signed_p1m": -0.007690039313808517, "alpha_spy_p1m": -0.024714600865913483, "alpha_c_p1m": 0.01403681551992042, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": -0.021726854833728937, "ret_p3m": -0.1560298920490567, "ret_signed_p3m": -0.1560298920490567, "alpha_spy_p3m": -0.1880928976295747, "alpha_c_p3m": -0.19580046861183897, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.03977057656278227, "ret_p6m": -0.49439414415180094, "ret_signed_p6m": -0.49439414415180094, "alpha_spy_p6m": -0.46494265341284613, "alpha_c_p6m": -0.42105547743036364, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": -0.0733386667214373, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007690039313808517, "alpha_spy_stated": -0.024714600865913483, "alpha_c_stated": 0.01403681551992042, "price_path": [-0.3215, -0.3283, -0.344, -0.3205, -0.2906, -0.2932, -0.2816, -0.2846, -0.2579, -0.2421, -0.2113, -0.2501, -0.268, -0.2664, -0.2674, -0.2464, -0.2326, -0.2574, -0.2375, -0.2594, -0.282, -0.2355, -0.2421, -0.2407, -0.2006, -0.1762, -0.1834, -0.18, -0.2193, -0.2043, -0.1795, -0.1734, -0.2274, -0.2429, -0.236, -0.2143, -0.2242, -0.2181, -0.2603, -0.2548, -0.2523, -0.2523, -0.2753, -0.2754, -0.2604, -0.2723, -0.1571, -0.1483, -0.1558, -0.1537, -0.1733, -0.1747, -0.1564, -0.1473, -0.131, -0.1032, -0.1024, -0.093, -0.0887, -0.1185, -0.1248, -0.0174, 0.029, 0.0, 0.0471, 0.0685, 0.0368, 0.0421, 0.0843, 0.0957, -0.0013, 0.0111, -0.0301, -0.0359, -0.0553, -0.0663, -0.024, -0.0525, -0.0857, -0.0346, 0.0047, 0.0483, 0.0511, 0.0407, -0.0077, 0.0549, 0.0571, -0.0168, 0.024, -0.0867, -0.0631, -0.0234, -0.0518, -0.0443, -0.1266, -0.1196, -0.1665, -0.1785, -0.1508, -0.2367, -0.2288, -0.1737, -0.1694, -0.0786, -0.0786, -0.0765, -0.1143, -0.0948, -0.0395, -0.0148, -0.0517, -0.0195, -0.0247, -0.025, -0.1133, -0.1412, -0.1716, -0.1419, -0.1677, -0.158, -0.1279, -0.1205, -0.1358, -0.1344, -0.1344, -0.151, -0.156, -0.1703, -0.1871, -0.1871, -0.172, -0.1143, -0.1253, -0.1593, -0.1707, -0.1716, -0.1554, -0.1358, -0.1399, -0.2069, -0.2185, -0.2185, -0.2398, -0.2388, -0.2364, -0.2311, -0.231, -0.2436, -0.2569, -0.2724, -0.285, -0.3538, -0.3742, -0.4206, -0.4776, -0.4048, -0.3779, -0.3848, -0.4396, -0.4889, -0.454, -0.454, -0.4578, -0.4595, -0.4563, -0.453, -0.4841, -0.4725, -0.4428, -0.429, -0.4549, -0.4338, -0.4533, -0.4092, -0.421, -0.446, -0.4297, -0.4356, -0.4345, -0.4529, -0.4725, -0.4587, -0.4441, -0.4617, -0.467, -0.4905, -0.479, -0.5035, -0.4787, -0.4944]}
{"unit_id": "reply:1973390279672500411", "ticker_idx": 1, "ts": "2025-10-01T14:11:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, PLTR, RKLB, and PL as 48.1% of portfolio; endorses all as disruptors.", "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": "@Mr_Derivatives $HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "reply_text": null, "parent_text": "The combined market caps of $HOOD, $APP, and $PLTR is nearing $1 Trillion.\n\nDisruptors.\n\nAmazing.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.01367936642899692, "ret_signed_m1d": -0.01367936642899692, "alpha_spy_m1d": -0.010283458072305907, "alpha_c_m1d": -0.010283458072305907, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": -0.003395908356691013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0113544533017933, "ret_signed_p1d": 0.0113544533017933, "alpha_spy_p1d": 0.010202628505107336, "alpha_c_p1d": 0.010202628505107336, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.001151824796685963, "ret_p1w": -0.007515541565742412, "ret_signed_p1w": -0.007515541565742412, "alpha_spy_p1w": -0.014486884963924807, "alpha_c_p1w": -0.014486884963924807, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.006971343398182395, "ret_p1m": 0.0519059543764262, "ret_signed_p1m": 0.0519059543764262, "alpha_spy_p1m": 0.03488139282432123, "alpha_c_p1m": 0.03488139282432123, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.017024561552104966, "ret_p3m": -0.0041633105442895335, "ret_signed_p3m": -0.0041633105442895335, "alpha_spy_p3m": -0.036226316124807534, "alpha_c_p3m": -0.036226316124807534, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.032063005580518, "ret_p6m": -0.20216274672398038, "ret_signed_p6m": -0.20216274672398038, "alpha_spy_p6m": -0.17271125598502557, "alpha_c_p6m": -0.17271125598502557, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": -0.02945149073895481, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0519059543764262, "alpha_spy_stated": 0.03488139282432123, "alpha_c_stated": 0.03488139282432123, "price_path": [-0.2735, -0.2478, -0.2446, -0.2261, -0.2295, -0.2317, -0.1936, -0.1966, -0.184, -0.1674, -0.1699, -0.1793, -0.194, -0.1639, -0.1627, -0.1414, -0.1464, -0.1552, -0.1424, -0.1438, -0.1659, -0.1313, -0.0632, -0.0293, -0.0149, 0.0109, -0.0123, 0.0109, -0.0031, -0.0212, -0.0421, -0.059, -0.1471, -0.1565, -0.1556, -0.1417, -0.1502, -0.1302, -0.1526, -0.1451, -0.1527, -0.1527, -0.1506, -0.1625, -0.1558, -0.1722, -0.156, -0.1221, -0.0985, -0.1113, -0.0731, -0.0743, -0.0794, -0.0899, -0.0431, -0.0138, -0.0304, -0.013, -0.0291, -0.0315, -0.0399, -0.0329, -0.0137, 0.0, 0.0114, -0.0642, -0.0293, -0.015, -0.0075, 0.0028, -0.0514, -0.0418, -0.0282, -0.0288, -0.0369, -0.0368, -0.0182, -0.0186, -0.0511, -0.0242, -0.0017, 0.0229, 0.0251, 0.0749, 0.0519, 0.0839, 0.1202, 0.0313, 0.016, -0.0535, -0.038, 0.0468, 0.0325, -0.0042, -0.0693, -0.0592, -0.0741, -0.0953, -0.1056, -0.1579, -0.1627, -0.1227, -0.1157, -0.1037, -0.1037, -0.0892, -0.0944, -0.0771, -0.048, -0.038, -0.0172, -0.0187, -0.0168, 0.016, 0.014, -0.0075, -0.0092, 0.0151, -0.0414, 0.004, 0.0456, 0.0488, 0.0496, 0.0499, 0.0499, 0.0203, -0.0042, -0.0222, -0.0389, -0.0389, -0.0924, -0.059, -0.0283, -0.0177, -0.0437, -0.0403, -0.03, -0.0324, -0.0354, -0.0426, -0.0756, -0.0756, -0.0888, -0.1061, -0.103, -0.083, -0.0945, -0.1041, -0.1492, -0.1789, -0.2074, -0.2011, -0.1464, -0.2455, -0.2971, -0.2652, -0.2273, -0.2457, -0.2664, -0.3018, -0.2895, -0.2895, -0.2808, -0.268, -0.2707, -0.2688, -0.2939, -0.3034, -0.2745, -0.265, -0.2582, -0.2151, -0.204, -0.1717, -0.1745, -0.1503, -0.1542, -0.1828, -0.1803, -0.17, -0.1838, -0.1743, -0.1615, -0.174, -0.1583, -0.1853, -0.1304, -0.1631, -0.1622, -0.2022]}
{"unit_id": "reply:1973390279672500411", "ticker_idx": 2, "ts": "2025-10-01T14:11:21+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, PLTR, RKLB, and PL as 48.1% of portfolio; endorses all as disruptors.", "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": "@Mr_Derivatives $HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "reply_text": null, "parent_text": "The combined market caps of $HOOD, $APP, and $PLTR is nearing $1 Trillion.\n\nDisruptors.\n\nAmazing.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.00125081033487906, "ret_signed_m1d": -0.00125081033487906, "alpha_spy_m1d": 0.002145098021811953, "alpha_c_m1d": -0.004046562504899431, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": 0.0027957521700203714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09380862800682754, "ret_signed_p1d": 0.09380862800682754, "alpha_spy_p1d": 0.09265680321014158, "alpha_c_p1d": 0.09120782590937293, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.002600802097454613, "ret_p1w": 0.36147583691131846, "ret_signed_p1w": 0.36147583691131846, "alpha_spy_p1w": 0.35450449351313607, "alpha_c_p1w": 0.34983737762536005, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.011638459285958414, "ret_p1m": 0.26996032142382287, "ret_signed_p1m": 0.26996032142382287, "alpha_spy_p1m": 0.2529357598717179, "alpha_c_p1m": 0.2641736668571375, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.0057866545666853675, "ret_p3m": 0.46174694522040793, "ret_signed_p3m": 0.46174694522040793, "alpha_spy_p3m": 0.42968393963988993, "alpha_c_p3m": 0.4382926901348432, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.023454255085564757, "ret_p6m": 0.3746091466211501, "ret_signed_p6m": 0.3746091466211501, "alpha_spy_p6m": 0.4040606373601049, "alpha_c_p6m": 0.31949171722400016, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": 0.05511742939714992, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.26996032142382287, "alpha_spy_stated": 0.2529357598717179, "alpha_c_stated": 0.2641736668571375, "price_path": [-0.2566, -0.1895, -0.1924, -0.1841, -0.1849, -0.1864, -0.0992, -0.0703, -0.0058, 0.07, 0.0713, -0.0163, -0.0227, 0.0246, 0.0033, -0.0113, -0.0596, -0.0871, -0.0319, -0.0427, -0.0659, -0.0715, -0.0671, -0.0807, -0.0784, -0.0684, -0.0615, -0.0946, -0.1036, -0.1076, -0.0771, -0.0625, -0.147, -0.1518, -0.1343, -0.0748, -0.0156, 0.0033, -0.0359, -0.0013, 0.0131, 0.0131, 0.0279, -0.0926, -0.1038, -0.0444, -0.005, -0.0196, -0.0375, 0.0096, 0.1119, 0.1265, -0.0151, 0.0023, -0.0165, -0.0038, 0.0384, 0.103, 0.015, -0.0279, -0.0356, -0.02, -0.0013, 0.0, 0.0938, 0.1707, 0.2195, 0.2823, 0.3615, 0.3846, 0.3396, 0.3638, 0.4182, 0.444, 0.3967, 0.3815, 0.404, 0.3634, 0.2626, 0.3252, 0.3458, 0.3679, 0.329, 0.3792, 0.27, 0.3129, 0.2787, 0.1793, 0.1762, 0.0342, 0.0765, 0.0819, 0.0682, 0.0417, -0.0567, -0.0507, -0.0971, -0.1082, -0.0907, -0.177, -0.1599, -0.1151, -0.1119, -0.1259, -0.1259, -0.1215, -0.1584, -0.1265, -0.0678, 0.0292, 0.0226, 0.0748, 0.1138, 0.1991, 0.3244, 0.2818, 0.1551, 0.1568, 0.1249, 0.2491, 0.4701, 0.6166, 0.6089, 0.6089, 0.6089, 0.4728, 0.4617, 0.4686, 0.4542, 0.4542, 0.5841, 0.6289, 0.7934, 0.7528, 0.7319, 0.7688, 0.8324, 0.8049, 0.9137, 0.892, 1.0075, 1.0075, 0.8587, 0.8307, 0.8341, 0.8532, 0.6777, 0.8136, 0.8464, 0.7861, 0.6692, 0.5458, 0.6942, 0.5241, 0.3825, 0.5076, 0.581, 0.5016, 0.4513, 0.3761, 0.4059, 0.4059, 0.457, 0.5514, 0.5964, 0.4772, 0.4636, 0.4586, 0.4634, 0.5145, 0.4405, 0.4795, 0.462, 0.4991, 0.4592, 0.4615, 0.4901, 0.4369, 0.5001, 0.4253, 0.4261, 0.4866, 0.6383, 0.4484, 0.4995, 0.4015, 0.4176, 0.3773, 0.5193, 0.3746]}
{"unit_id": "reply:1973390279672500411", "ticker_idx": 3, "ts": "2025-10-01T14:11:21+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HOOD, PLTR, RKLB, and PL as 48.1% of portfolio; endorses all as disruptors.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives $HOOD, $PLTR, $RKLB, and $PL represent 48.1% of my portfolio. All amazing disruptors.", "reply_text": null, "parent_text": "The combined market caps of $HOOD, $APP, and $PLTR is nearing $1 Trillion.\n\nDisruptors.\n\nAmazing.", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.05737116116666019, "ret_signed_m1d": -0.05737116116666019, "alpha_spy_m1d": -0.053975252809969176, "alpha_c_m1d": -0.06016691333668056, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": 0.0027957521700203714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07843136440109122, "ret_signed_p1d": 0.07843136440109122, "alpha_spy_p1d": 0.07727953960440526, "alpha_c_p1d": 0.0758305623036366, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": 0.002600802097454613, "ret_p1w": 0.1328975935272596, "ret_signed_p1w": 0.1328975935272596, "alpha_spy_p1w": 0.1259262501290772, "alpha_c_p1w": 0.12125913424130119, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.011638459285958414, "ret_p1m": -0.06608574951596013, "ret_signed_p1m": -0.06608574951596013, "alpha_spy_p1m": -0.0831103110680651, "alpha_c_p1m": -0.0718724040826455, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": 0.0057866545666853675, "ret_p3m": 0.442992024595793, "ret_signed_p3m": 0.442992024595793, "alpha_spy_p3m": 0.410929019015275, "alpha_c_p3m": 0.41953776951022825, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.023454255085564757, "ret_p6m": 1.352941209062302, "ret_signed_p6m": 1.352941209062302, "alpha_spy_p6m": 1.3823926998012568, "alpha_c_p6m": 1.2978237796651522, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": 0.05511742939714992, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06608574951596013, "alpha_spy_stated": -0.0831103110680651, "alpha_c_stated": -0.0718724040826455, "price_path": [-0.5025, -0.504, -0.4967, -0.5025, -0.5207, -0.5541, -0.5497, -0.533, -0.5316, -0.5185, -0.5069, -0.4895, -0.5207, -0.5018, -0.5033, -0.5171, -0.5381, -0.5505, -0.5439, -0.5461, -0.5512, -0.5251, -0.5359, -0.541, -0.5447, -0.5352, -0.5338, -0.5171, -0.5105, -0.5047, -0.5076, -0.5033, -0.5367, -0.533, -0.5294, -0.5062, -0.4873, -0.4931, -0.4858, -0.4764, -0.4851, -0.4851, -0.5171, -0.5323, -0.5309, -0.5258, -0.2985, -0.345, -0.3486, -0.2977, -0.2898, -0.284, -0.2919, -0.2571, -0.2295, -0.1932, -0.1932, -0.1249, -0.1336, -0.1314, -0.114, -0.0712, -0.0574, 0.0, 0.0784, 0.1118, 0.1068, 0.1387, 0.1329, 0.1373, 0.0675, 0.1075, 0.0733, 0.0959, -0.0392, -0.0479, -0.0153, -0.0625, -0.0922, -0.0595, -0.0116, -0.0334, -0.0675, -0.0632, -0.0661, -0.0232, -0.0421, -0.0777, -0.0378, -0.0951, -0.0697, -0.0276, -0.0944, -0.0966, -0.1714, -0.1721, -0.1859, -0.1685, -0.1438, -0.1845, -0.1895, -0.1619, -0.1481, -0.1489, -0.1489, -0.1358, -0.1503, -0.1452, -0.1278, -0.0603, -0.0726, -0.0595, -0.0675, -0.0603, 0.2687, 0.3246, 0.3108, 0.2985, 0.1961, 0.2702, 0.3929, 0.496, 0.5054, 0.4757, 0.4757, 0.406, 0.443, 0.4336, 0.4321, 0.4321, 0.4822, 0.5534, 0.5861, 0.642, 0.6296, 0.6492, 0.8475, 0.8388, 0.9412, 1.0537, 1.0901, 1.0901, 1.0334, 0.9158, 0.8925, 0.9564, 0.8787, 1.0385, 1.0247, 0.9136, 0.8134, 0.6594, 0.7393, 0.581, 0.4837, 0.6166, 0.7444, 0.655, 0.5723, 0.5468, 0.6282, 0.6282, 0.6129, 0.724, 0.8235, 0.7357, 0.7269, 0.7945, 0.7887, 0.8591, 0.7531, 0.9143, 0.8373, 0.8882, 0.7858, 0.8359, 0.8751, 0.8446, 0.8475, 0.8134, 0.8003, 0.7865, 0.9666, 0.8017, 0.9579, 1.4568, 1.4561, 1.3115, 1.5686, 1.3529]}
{"unit_id": "reply:1998495926055280727", "ticker_idx": 0, "ts": "2025-12-09T20:52:13+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB valuation will hit $70 soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "RKLB price target of $70 soon; bullish on valuation catch-up vs SpaceX comps.", "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": "@StockSavvyShay $RKLB valuation will hit $70 soon", "reply_text": null, "parent_text": "Here are the SpaceX + $RKLB comps: \n\n• SpaceX at ~65x sales with 53% growth \n• Rocket Lab at ~30x sales with 50% growth", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.03499904400531362, "ret_signed_m1d": -0.03499904400531362, "alpha_spy_m1d": -0.035862907715947134, "alpha_c_m1d": -0.04237208735939113, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.007373043354077513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07654875779949588, "ret_signed_p1d": 0.07654875779949588, "alpha_spy_p1d": 0.06991652254673864, "alpha_c_p1d": 0.05827909653467267, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.01826966126482321, "ret_p1w": 0.03855514432949492, "ret_signed_p1w": 0.03855514432949492, "alpha_spy_p1w": 0.044660123591990675, "alpha_c_p1w": 0.020285483064671705, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.01826966126482321, "ret_p1m": 0.5736477887107523, "ret_signed_p1m": 0.5736477887107523, "alpha_spy_p1m": 0.5610896898668323, "alpha_c_p1m": 0.5328380966863333, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.040809692024418975, "ret_p3m": 0.312184170127358, "ret_signed_p3m": 0.312184170127358, "alpha_spy_p3m": 0.32488201163035113, "alpha_c_p3m": 0.19955170591898175, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": 0.11263246420837625, "ret_p6m": 1.1467339751658425, "ret_signed_p6m": 1.1467339751658425, "alpha_spy_p6m": 1.0362065416816815, "alpha_c_p6m": 1.0039904899875527, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.14274348517828983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5736477887107523, "alpha_spy_stated": 0.5610896898668323, "alpha_c_stated": 0.5328380966863333, "price_path": [-0.0936, -0.0017, 0.0114, -0.1158, -0.1001, -0.117, -0.1056, -0.0678, -0.0097, -0.0887, -0.1273, -0.1342, -0.1202, -0.1033, -0.1022, -0.018, 0.0511, 0.0949, 0.1512, 0.2223, 0.2431, 0.2027, 0.2244, 0.2733, 0.2965, 0.254, 0.2403, 0.2605, 0.224, 0.1335, 0.1898, 0.2083, 0.2281, 0.1931, 0.2383, 0.1402, 0.1787, 0.148, 0.0588, 0.056, -0.0715, -0.0335, -0.0286, -0.041, -0.0648, -0.1531, -0.1477, -0.1894, -0.1993, -0.1836, -0.2611, -0.2457, -0.2055, -0.2027, -0.2152, -0.2152, -0.2113, -0.2444, -0.2158, -0.163, -0.076, -0.0819, -0.035, 0.0, 0.0765, 0.189, 0.1509, 0.0371, 0.0386, 0.0099, 0.1215, 0.3199, 0.4514, 0.4445, 0.4445, 0.4445, 0.3223, 0.3124, 0.3185, 0.3056, 0.3056, 0.4222, 0.4625, 0.6101, 0.5736, 0.5549, 0.5881, 0.6451, 0.6204, 0.7181, 0.6987, 0.8024, 0.8024, 0.6687, 0.6436, 0.6466, 0.6639, 0.5063, 0.6283, 0.6577, 0.6036, 0.4986, 0.3878, 0.5211, 0.3683, 0.2413, 0.3535, 0.4194, 0.3481, 0.303, 0.2354, 0.2622, 0.2622, 0.3081, 0.3929, 0.4333, 0.3262, 0.3141, 0.3096, 0.3139, 0.3597, 0.2933, 0.3283, 0.3126, 0.3459, 0.3101, 0.3122, 0.3378, 0.2901, 0.3468, 0.2796, 0.2804, 0.3346, 0.4709, 0.3004, 0.3462, 0.2583, 0.2727, 0.2366, 0.364, 0.2341, 0.1404, 0.0739, 0.2019, 0.2263, 0.2676, 0.2676, 0.2665, 0.2413, 0.2929, 0.2491, 0.2736, 0.3217, 0.3517, 0.3775, 0.5521, 0.5871, 0.6743, 0.6216, 0.6852, 0.5834, 0.4913, 0.5401, 0.4709, 0.4415, 0.5443, 0.475, 0.5031, 0.4741, 0.5843, 0.4707, 0.974, 1.1963, 1.2003, 1.3236, 1.4808, 1.3352, 1.4548, 1.3827, 1.5132, 1.3479, 1.5409, 1.5409, 1.6801, 1.8117, 1.7705, 1.6854, 1.2907, 1.3081, 1.1467]}
{"unit_id": "reply:1981683271856693507", "ticker_idx": 0, "ts": "2025-10-24T11:24:44+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't think you can do anything wrong with a $GOOGL investment", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL; broad investment across LLM, cloud, robotaxi, datacenters makes it a safe bet.", "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": "@StocksAndTalks1 $GOOGL is investing in every part of our future: LLM, Cloud, Robotaxi, space, datacenters,… I probably forget a few. Don’t think you can do anything wrong with a $GOOGL investment.", "reply_text": null, "parent_text": "I have no exposure to $GOOGL should I get some? Or should I wait for a downturn?", "quoted_text": null, "parent_author": "StocksAndTalks1", "ret_m1d": -0.026315795665323605, "ret_signed_m1d": -0.026315795665323605, "alpha_spy_m1d": -0.018209490195664202, "alpha_c_m1d": -0.023719494194008428, "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": 0.035972428208606466, "ret_signed_p1d": 0.035972428208606466, "alpha_spy_p1d": 0.024174763715821834, "alpha_c_p1d": 0.022039052466372944, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.013933375742233522, "ret_p1w": 0.08183271263902392, "ret_signed_p1w": 0.08183271263902392, "alpha_spy_p1w": 0.07473059712492058, "alpha_c_p1w": 0.0882368874017131, "bench_spy_p1w": 0.007102115514103335, "bench_c_p1w": -0.006404174762689174, "ret_p1m": 0.2256846626645932, "ret_signed_p1m": 0.2256846626645932, "alpha_spy_p1m": 0.23826507010165077, "alpha_c_p1m": 0.24766651300559217, "bench_spy_p1m": -0.012580407437057572, "bench_c_p1m": -0.021981850340998976, "ret_p3m": 0.26421508001892136, "ret_signed_p3m": 0.26421508001892136, "alpha_spy_p3m": 0.24919066814383672, "alpha_c_p3m": 0.2689654942252455, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": -0.0047504142063241606, "ret_p6m": 0.29993222693401167, "ret_signed_p6m": 0.29993222693401167, "alpha_spy_p6m": 0.247506441669461, "alpha_c_p6m": 0.2656214590619781, "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": 0.2256846626645932, "alpha_spy_stated": 0.23826507010165077, "alpha_c_stated": 0.24766651300559217, "price_path": [-0.2476, -0.2446, -0.2624, -0.273, -0.2503, -0.2517, -0.2462, -0.2446, -0.2258, -0.2274, -0.2184, -0.2237, -0.2199, -0.2162, -0.2178, -0.2252, -0.2338, -0.2322, -0.2078, -0.1986, -0.2038, -0.2025, -0.1865, -0.1816, -0.1816, -0.1876, -0.1134, -0.1071, -0.0967, -0.0996, -0.0781, -0.0798, -0.0752, -0.0736, -0.032, -0.0337, -0.04, -0.0304, -0.02, -0.0284, -0.0318, -0.0492, -0.0544, -0.0515, -0.0611, -0.0647, -0.0578, -0.0547, -0.0561, -0.0365, -0.0545, -0.0589, -0.0708, -0.0898, -0.0607, -0.0557, -0.0342, -0.0325, -0.0255, -0.013, -0.0364, -0.0317, -0.0263, 0.0, 0.036, 0.029, 0.0564, 0.0829, 0.0818, 0.0916, 0.0678, 0.0938, 0.0955, 0.0728, 0.1161, 0.1208, 0.1031, 0.0718, 0.0634, 0.0966, 0.0937, 0.1265, 0.1136, 0.1529, 0.2257, 0.2444, 0.231, 0.231, 0.2318, 0.2115, 0.215, 0.2297, 0.222, 0.236, 0.2078, 0.2207, 0.2328, 0.2028, 0.1907, 0.1866, 0.1802, 0.1423, 0.1644, 0.1825, 0.1926, 0.2102, 0.2092, 0.2092, 0.207, 0.2072, 0.2083, 0.205, 0.205, 0.2133, 0.2186, 0.2102, 0.2396, 0.2529, 0.2649, 0.2776, 0.2934, 0.2929, 0.2812, 0.2705, 0.2705, 0.2397, 0.2642, 0.2725, 0.2625, 0.283, 0.288, 0.2936, 0.3022, 0.3013, 0.3232, 0.3078, 0.2822, 0.2753, 0.243, 0.2486, 0.2265, 0.1972, 0.1896, 0.177, 0.177, 0.1627, 0.1678, 0.1659, 0.2126, 0.1992, 0.1969, 0.2046, 0.1834, 0.2002, 0.1801, 0.1687, 0.167, 0.1583, 0.1493, 0.1803, 0.1829, 0.1893, 0.1694, 0.1646, 0.1772, 0.1978, 0.1854, 0.1832, 0.1596, 0.1637, 0.1189, 0.1208, 0.0823, 0.0569, 0.0537, 0.1078, 0.1457, 0.1395, 0.1395, 0.1557, 0.1768, 0.2225, 0.227, 0.2222, 0.2379, 0.2826, 0.2988, 0.2945, 0.3163, 0.2999]}
{"unit_id": "reply:1982449929847972051", "ticker_idx": 0, "ts": "2025-10-26T14:11:10+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought $TMDX at $110. Think it is a quality company and will perform very well in the long-term.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long TMDX at $110; high conviction in quality and long-term outperformance.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@VulcanMK5 Bought $TMDX at $110. Think it is a quality company and will perform very well in the long-term.", "reply_text": null, "parent_text": "I have a slightly different take on entry for $TMDX, it's tech is elite, but paying 18x FY27 EBITDA means you need 2030 numbers to justify today's price.\n\nI'd wait for $90-100 support retest before building position. I would consider chasing over 145 on pure technicals.", "quoted_text": null, "parent_author": "VulcanMK5", "ret_m1d": -0.014571481466590264, "ret_signed_m1d": -0.014571481466590264, "alpha_spy_m1d": -0.00291137895123339, "alpha_c_m1d": -0.012248484226819012, "bench_spy_m1d": -0.011660102515356874, "bench_c_m1d": -0.0023229972397712517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02068697846362133, "ret_signed_p1d": -0.02068697846362133, "alpha_spy_p1d": -0.023342994482701163, "alpha_c_p1d": -0.014401339234458188, "bench_spy_p1d": 0.002656016019079832, "bench_c_p1d": -0.0062856392291631424, "ret_p1w": -0.05836161499165404, "ret_signed_p1w": -0.05836161499165404, "alpha_spy_p1w": -0.055588936877193684, "alpha_c_p1w": -0.04524414023673495, "bench_spy_p1w": -0.0027726781144603585, "bench_c_p1w": -0.01311747475491909, "ret_p1m": 0.10230278115485936, "ret_signed_p1m": 0.10230278115485936, "alpha_spy_p1m": 0.1172172082954741, "alpha_c_p1m": 0.017585972267391448, "bench_spy_p1m": -0.01491442714061475, "bench_c_p1m": 0.08471680888746791, "ret_p3m": 0.042582102828227164, "ret_signed_p3m": 0.042582102828227164, "alpha_spy_p3m": 0.03415306436637788, "alpha_c_p3m": -0.043460443677647564, "bench_spy_p3m": 0.00842903846184928, "bench_c_p3m": 0.08604254650587473, "ret_p6m": -0.17772739772377344, "ret_signed_p6m": -0.17772739772377344, "alpha_spy_p6m": -0.21107201108726836, "alpha_c_p6m": -0.1830139823698398, "bench_spy_p6m": 0.033344613363494924, "bench_c_p6m": 0.00528658464606635, "ret_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": [-0.1869, -0.1018, -0.0898, -0.0298, -0.0507, -0.1031, -0.1238, -0.1355, -0.0392, -0.01, -0.0031, -0.0205, -0.037, -0.0513, -0.0738, -0.0798, -0.103, -0.0951, -0.132, -0.1304, -0.1138, -0.1187, -0.132, -0.132, -0.1578, -0.1926, -0.2144, -0.2147, -0.2029, -0.1825, -0.1862, -0.1167, -0.135, -0.1371, -0.1004, -0.0954, -0.0857, -0.0767, -0.0551, -0.09, -0.1134, -0.1401, -0.1403, -0.1496, -0.1529, -0.1326, -0.1237, -0.1265, -0.1398, -0.1304, -0.1086, -0.147, -0.19, -0.1566, -0.1602, -0.1498, -0.1266, -0.1119, -0.0948, -0.093, -0.0975, -0.0267, -0.0146, 0.0, -0.0207, 0.0141, 0.0252, -0.0069, -0.0584, -0.0773, -0.0603, -0.0564, -0.1003, -0.076, -0.0778, -0.1002, -0.1276, -0.1317, -0.1438, -0.1161, 0.0077, -0.0652, -0.0115, 0.0586, 0.1023, 0.1004, 0.1004, 0.1046, 0.1357, 0.0704, 0.0578, 0.0467, 0.0307, 0.0313, 0.0177, -0.0094, -0.0365, -0.0427, -0.0702, -0.0559, -0.0794, -0.0859, -0.0361, -0.0234, -0.0321, -0.0412, -0.0412, -0.0623, -0.0709, -0.0795, -0.0815, -0.0815, -0.0737, -0.0466, 0.0017, 0.0364, 0.0387, 0.0349, 0.0167, 0.0775, 0.0718, 0.0849, 0.0824, 0.0824, 0.0716, 0.0103, 0.0426, 0.0215, 0.0519, 0.0456, 0.0645, 0.0492, 0.0115, 0.0116, 0.0247, -0.0157, -0.0215, 0.0197, 0.0294, 0.0516, 0.0064, -0.0297, -0.0197, -0.0197, 0.0103, 0.023, 0.0032, 0.0136, 0.0166, 0.0402, -0.0045, 0.016, 0.0967, 0.1099, 0.1174, 0.1148, 0.0575, -0.0214, 0.0175, -0.0121, -0.0263, -0.0841, -0.0677, -0.0585, -0.0584, -0.1453, -0.1414, -0.1401, -0.1538, -0.1777, -0.2063, -0.2284, -0.2522, -0.288, -0.2495, -0.242, -0.2398, -0.2398, -0.2088, -0.1897, -0.1743, -0.1755, -0.1393, -0.1441, -0.1266, -0.1234, -0.1761, -0.1252, -0.1459, -0.1777]}
{"unit_id": "orig:2021186669395820820", "ticker_idx": 0, "ts": "2026-02-10T11:37:08+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investors are looking past a messy 2025 reset toward a massive 2026 breakout. The market is betting that the worst is over and Oscar's tech-first model is finally ready to deliver consistent gains.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish OSCR: market looking past 2025 reset toward 2026 breakout on $19B revenue guidance, 28% price hikes, and AI-driven cost control.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "original", "lang": "en", "tweet_text": "$OSCR now up 5% despite a heavy Q4 double miss. \n\nInvestors are looking past a messy 2025 reset toward a massive 2026 breakout. While the latest revenue and earnings missed estimates due to a spike in member illness (morbidity), the company’s 2026 guidance was a bombshell: they expect revenue to soar to $19 billion with a return to solid profitability.\n\nManagement proved they can control costs, lowering their overhead ratio while membership hit a record 3.4 million. By hiking prices 28% and deploying agentic AI to handle member support, $OSCR is showing it can scale like a tech firm rather than a traditional insurer. \n\nThe market is betting that the worst is over and Oscar’s tech-first model is finally ready to deliver consistent gains.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017080765921899888, "ret_signed_m1d": -0.017080765921899888, "alpha_spy_m1d": -0.019724884807513554, "alpha_c_m1d": -0.023454264153190074, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.006373498231290187, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05590064135337647, "ret_signed_p1d": 0.05590064135337647, "alpha_spy_p1d": 0.056131763497040965, "alpha_c_p1d": 0.04997782853742483, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": 0.005922812815951639, "ret_p1w": 0.0395962907104348, "ret_signed_p1w": 0.0395962907104348, "alpha_spy_p1w": 0.052989938619298016, "alpha_c_p1w": 0.02646300661663803, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": 0.013133284093796771, "ret_p1m": 0.04037263194635665, "ret_signed_p1m": 0.04037263194635665, "alpha_spy_p1m": 0.06318652409822167, "alpha_c_p1m": 0.05633862595339978, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.015965994007043127, "ret_p3m": 0.6545030494254298, "ret_signed_p3m": 0.6545030494254298, "alpha_spy_p3m": 0.5858524144379522, "alpha_c_p3m": 0.7269302464920612, "bench_spy_p3m": 0.06865063498747759, "bench_c_p3m": -0.07242719706663137, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.6545030494254298, "alpha_spy_stated": 0.5858524144379522, "alpha_c_stated": 0.7269302464920612, "price_path": [0.0831, 0.0776, 0.1064, 0.1421, 0.0932, 0.0116, 0.0466, 0.2803, 0.2989, 0.4099, 0.4099, 0.3952, 0.2927, 0.3082, 0.3276, 0.3339, 0.302, 0.2989, 0.3168, 0.2104, 0.2321, 0.2911, 0.2531, 0.2197, 0.1949, 0.1491, 0.1568, 0.1669, 0.1522, 0.1592, 0.1592, 0.1576, 0.1281, 0.1266, 0.1157, 0.1157, 0.1623, 0.2865, 0.2826, 0.2795, 0.3121, 0.3766, 0.3711, 0.3494, 0.2958, 0.3525, 0.2849, 0.2849, 0.236, 0.1957, 0.2182, 0.2174, 0.2189, 0.1553, 0.1545, 0.1592, 0.1141, 0.087, 0.08, 0.0264, -0.0287, -0.0497, -0.0171, 0.0, 0.0559, 0.0644, 0.0419, 0.0419, 0.0396, 0.0637, 0.066, 0.0272, -0.0334, -0.045, 0.0054, 0.0606, 0.059, 0.0854, 0.0613, 0.1685, 0.1172, 0.0745, 0.0839, 0.0326, 0.0404, 0.0093, 0.0272, 0.0311, 0.0489, 0.0528, 0.0326, -0.0194, -0.052, -0.066, -0.052, -0.0807, -0.1351, -0.1576, -0.1095, -0.0893, -0.0745, -0.0745, -0.0093, 0.007, 0.1366, 0.1289, 0.1219, 0.2019, 0.1871, 0.2104, 0.2135, 0.2259, 0.2764, 0.2554, 0.2764, 0.2756, 0.3051, 0.3339, 0.4006, 0.3921, 0.4332, 0.4356, 0.4418, 0.3929, 0.5404, 0.6203, 0.6545, 0.7081, 0.8424, 0.8339, 0.7974, 0.8106, 0.9643, 0.9037, 0.8183, 0.7189, 0.7578, 0.7578, 0.6995, 0.7073, 0.7337, 0.7259, 0.7834, 0.6413, 0.5916, 0.8323, 0.903, 1.1266, 1.1134, 1.1623, 1.2446, 1.1941, 1.2624, 1.2174, 1.1949, 1.205, 1.205, 1.2158, 1.3238, 1.264, 1.2259, 1.3129, null, null, null, null, null, null, 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:2030601227411595527", "ticker_idx": 0, "ts": "2026-03-08T11:07:14+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 just keep the position. I think they are now in an ideal position to make a deal. They got all the necessary equipment ready and available. They will have the quickest 'lead time' of all datacenters", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Holding IREN long; expects near-term deal announcement on strength of equipment readiness and fastest datacenter lead time.", "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 just keep the position. The main risk is that they don’t announce a new deal soon. But I think they are now in an ideal position to make a deal. They got all the necessary equipment ready and available. They will have the quickest ‘lead time’ of all datacenters, and we know how important that is.", "reply_text": null, "parent_text": "To be honest, I don't like how big the potential dilution is for $IREN.\n\nBut it comes with the industry.\nThe potential is still there, but I'm still debating on what I should do with that position\n\nWhat do you think about $IREN?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.05509782135018482, "ret_signed_m1d": -0.05509782135018482, "alpha_spy_m1d": -0.04641393116423276, "alpha_c_m1d": -0.05986632485473742, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": 0.004768503504552601, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018537621469477572, "ret_signed_p1d": -0.018537621469477572, "alpha_spy_p1d": -0.016930515573637894, "alpha_c_p1d": -0.013172959464131218, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0053646620053463545, "ret_p1w": 0.15705454300093913, "ret_signed_p1w": 0.15705454300093913, "alpha_spy_p1w": 0.17067744548575192, "alpha_c_p1w": 0.1775195680376085, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.02046502503666936, "ret_p1m": -0.07981458449903078, "ret_signed_p1m": -0.07981458449903078, "alpha_spy_p1m": -0.054382597329100335, "alpha_c_p1m": -0.0759679937106964, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.003846590788334381, "ret_p3m": 0.5926879600238586, "ret_signed_p3m": 0.5926879600238586, "alpha_spy_p3m": 0.4734321988681103, "alpha_c_p3m": 0.5504016073136155, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.04228635271024306, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07981458449903078, "alpha_spy_stated": -0.054382597329100335, "alpha_c_stated": -0.0759679937106964, "price_path": [0.1308, 0.1313, 0.0332, -0.0865, -0.0579, -0.1303, -0.0783, 0.0278, 0.0824, 0.0832, 0.0808, 0.0808, 0.0376, 0.0147, -0.0139, -0.0275, -0.0275, 0.0994, 0.242, 0.182, 0.1232, 0.1761, 0.1851, 0.2958, 0.3643, 0.3615, 0.336, 0.4887, 0.4887, 0.397, 0.3769, 0.3455, 0.4593, 0.3481, 0.5445, 0.6205, 0.5407, 0.3836, 0.3666, 0.4004, 0.1571, 0.0245, 0.077, 0.1882, 0.1053, 0.0986, 0.0306, 0.087, 0.087, 0.0548, 0.0834, 0.1146, 0.0294, 0.0906, 0.1702, 0.1336, 0.139, 0.0543, 0.0657, 0.0003, 0.1287, 0.0331, -0.0551, 0.0, -0.0185, 0.0808, 0.0651, 0.0705, 0.1571, 0.1061, 0.0868, 0.0726, 0.0631, 0.0855, 0.0587, 0.0667, -0.0358, -0.0965, -0.1859, -0.1174, -0.1223, -0.1048, -0.1048, -0.0955, -0.0798, -0.0518, -0.0458, 0.0124, 0.1089, 0.2196, 0.257, 0.2281, 0.2389, 0.2544, 0.163, 0.2459, 0.3393, 0.3038, 0.2451, 0.1442, 0.1035, 0.1717, 0.1756, 0.2739, 0.4094, 0.57, 0.4637, 0.5757, 0.4199, 0.4562, 0.4204, 0.5036, 0.363, 0.2992, 0.2291, 0.3571, 0.4949, 0.4632, 0.4632, 0.5391, 0.7467, 0.6491, 0.6359, 0.682, 0.7147, 0.6859, 0.5927, 0.3993, 0.5239, 0.3908, 0.3265, 0.4601, 0.5389, 0.5667, 0.5237, 0.4961, 0.5438, 0.5438, 0.4642, 0.4089, 0.2951, 0.2291, 0.2155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1974089665339859090", "ticker_idx": 0, "ts": "2025-10-03T12:30:27+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once they force that breakthrough, $100 is incoming", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS to $100 once $60 resistance is breached.", "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 Bounced of that $60 resistance a couple of times. Once they force that breakthrough, $100 is incoming.", "reply_text": null, "parent_text": "$HIMS Imagine being Short with this current set up.\n\nDifficult lessons will be learnt here\n\nWhereas the rest of us are sitting pretty. https://t.co/iK8NJPrSj7", "quoted_text": null, "parent_author": "TheLongInvest", "ret_m1d": 0.10144647741683288, "ret_signed_m1d": 0.10144647741683288, "alpha_spy_m1d": 0.1014316717912469, "alpha_c_m1d": 0.1014316717912469, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 1.4805625585978532e-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": 0.04225347101868393, "ret_signed_p1d": 0.04225347101868393, "alpha_spy_p1d": 0.03866719905221627, "alpha_c_p1d": 0.03866719905221627, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": 0.02683669247891851, "ret_signed_p1w": 0.02683669247891851, "alpha_spy_p1w": 0.05102945252800695, "alpha_c_p1w": 0.05102945252800695, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": -0.15511993498025056, "ret_signed_p1m": -0.15511993498025056, "alpha_spy_p1m": -0.1762344123531625, "alpha_c_p1m": -0.1762344123531625, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": -0.3819946582622319, "ret_signed_p3m": -0.3819946582622319, "alpha_spy_p3m": -0.4039982088535602, "alpha_c_p3m": -0.4039982088535602, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": -0.642558044168298, "ret_signed_p6m": -0.642558044168298, "alpha_spy_p6m": -0.592287427679521, "alpha_c_p6m": -0.592287427679521, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.050270616488776954, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15511993498025056, "alpha_spy_stated": -0.1762344123531625, "alpha_c_stated": -0.1762344123531625, "price_path": [-0.0681, -0.0247, -0.0432, -0.0885, -0.0097, -0.0396, -0.0131, -0.0485, -0.0411, -0.094, -0.0482, 0.1043, 0.091, 0.0973, 0.1169, 0.1471, 0.2472, 0.2596, 0.1905, 0.2057, 0.0567, -0.0268, -0.0284, -0.0114, -0.0487, -0.0872, -0.0801, -0.103, -0.1241, -0.1416, -0.1972, -0.1743, -0.1633, -0.1517, -0.1818, -0.1368, -0.1624, -0.1603, -0.1939, -0.1939, -0.2096, -0.1538, -0.0843, -0.0786, -0.0552, -0.0904, -0.0906, -0.0148, 0.0563, 0.027, -0.0314, -0.0417, 0.0697, 0.1005, 0.0982, 0.0659, 0.0135, 0.0443, 0.1115, 0.1252, 0.0796, 0.0718, 0.1014, 0.0, 0.0423, 0.1033, 0.1072, 0.1087, 0.0268, 0.0417, 0.0282, 0.1945, 0.1258, -0.0525, -0.0225, -0.0605, -0.0967, -0.0771, -0.0716, -0.082, -0.1032, -0.1125, -0.1614, -0.1348, -0.1551, -0.1856, -0.1677, -0.2097, -0.2191, -0.2187, -0.2434, -0.2573, -0.3139, -0.2962, -0.3228, -0.3099, -0.318, -0.3601, -0.3394, -0.2809, -0.2941, -0.2691, -0.2691, -0.2432, -0.2861, -0.3089, -0.2944, -0.2383, -0.2539, -0.2554, -0.2421, -0.279, -0.2811, -0.2918, -0.31, -0.2984, -0.3344, -0.3382, -0.3232, -0.3329, -0.3376, -0.3401, -0.3401, -0.347, -0.351, -0.3711, -0.382, -0.382, -0.3641, -0.3394, -0.3251, -0.3251, -0.3553, -0.3968, -0.3845, -0.3871, -0.4039, -0.4056, -0.4027, -0.4027, -0.4201, -0.4501, -0.4191, -0.4362, -0.4237, -0.4351, -0.4543, -0.4315, -0.4844, -0.4968, -0.5139, -0.5356, -0.5531, -0.5619, -0.6321, -0.6719, -0.6823, -0.6993, -0.6898, -0.6898, -0.6903, -0.6985, -0.6989, -0.7025, -0.7048, -0.7057, -0.6989, -0.7031, -0.7236, -0.6863, -0.6989, -0.6869, -0.6978, -0.7004, -0.5782, -0.5533, -0.5074, -0.5463, -0.5285, -0.5265, -0.5246, -0.5594, -0.5402, -0.5809, -0.5725, -0.5938, -0.6033, -0.603, -0.6311, -0.6426]}
{"unit_id": "reply:2031029751432024146", "ticker_idx": 0, "ts": "2026-03-09T15:30:02+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL, $PLTR, $AMPX", "tweet_type": "prediction", "timeline": "quarters", "summary": "Picks PL, PLTR, and AMPX as top 3 for next 90 days in a hypothetical $100k draft.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@fantstockleague $PL, $PLTR, $AMPX", "reply_text": null, "parent_text": "Market ripping today let’s play.\n\nIf you had $100k fake money RIGHT NOW and could only draft 3 stocks for the next 90 days… what are your picks?\n\nA) All AI ( $NVDA, $META, $GOOGL)  \nB) Defensive ( $JPM, $XOM, $KO)  \nC) Meme lottery   \nD) ???\n\nReply with your 3\n\nWe're going A —", "quoted_text": null, "parent_author": "fantstockleague", "ret_m1d": -0.020913981973708418, "ret_signed_m1d": -0.020913981973708418, "alpha_spy_m1d": -0.012230091787756359, "alpha_c_m1d": -0.0150639737719237, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016266463255541264, "ret_signed_p1d": -0.016266463255541264, "alpha_spy_p1d": -0.014659357359701586, "alpha_c_p1d": -0.010884423405276733, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.005382039850264531, "ret_p1w": -0.047250167613249405, "ret_signed_p1w": -0.047250167613249405, "alpha_spy_p1w": -0.03362726512843661, "alpha_c_p1w": -0.0187021239991374, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.028548043614112006, "ret_p1m": 0.36212233093075374, "ret_signed_p1m": 0.36212233093075374, "alpha_spy_p1m": 0.3875543181006842, "alpha_c_p1m": 0.39838292370621975, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.036260592775466005, "ret_p3m": 0.6859023738882049, "ret_signed_p3m": 0.6859023738882049, "alpha_spy_p3m": 0.5666466127324565, "alpha_c_p3m": 0.6524696021408227, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.6859023738882049, "alpha_spy_stated": 0.5666466127324565, "alpha_c_stated": 0.6524696021408227, "price_path": [-0.4988, -0.3234, -0.2936, -0.3009, -0.3075, -0.3621, -0.3226, -0.2572, -0.2022, -0.1971, -0.213, -0.213, -0.2502, -0.2304, -0.2355, -0.2363, -0.2363, -0.2095, -0.1716, -0.1541, -0.1243, -0.1309, -0.1204, -0.0147, -0.0194, 0.0352, 0.0953, 0.1146, 0.1146, 0.0844, 0.0217, 0.0093, 0.0434, 0.0019, 0.0871, 0.0798, 0.0205, -0.0329, -0.115, -0.0724, -0.1569, -0.2088, -0.1379, -0.0697, -0.1174, -0.1615, -0.1751, -0.1317, -0.1317, -0.1398, -0.0806, -0.0275, -0.0744, -0.079, -0.043, -0.0461, -0.0085, -0.0651, 0.0209, -0.0201, 0.007, -0.0476, -0.0209, 0.0, -0.0163, -0.0147, -0.0329, -0.0399, -0.0473, 0.0488, -0.0391, 0.0442, 0.3102, 0.3098, 0.2328, 0.3699, 0.2548, 0.1952, 0.0802, 0.0825, 0.1894, 0.3896, 0.3896, 0.3563, 0.3621, 0.4156, 0.3257, 0.3428, 0.3292, 0.3141, 0.3327, 0.5449, 0.4903, 0.4524, 0.4729, 0.5287, 0.483, 0.3726, 0.373, 0.3567, 0.3199, 0.4318, 0.4291, 0.4926, 0.438, 0.5372, 0.3648, 0.512, 0.6204, 0.5755, 0.5778, 0.6669, 0.6119, 0.6115, 0.6108, 0.6522, 0.6452, 0.7177, 0.7177, 0.8714, 0.9551, 0.9907, 0.9806, 0.7994, 0.8625, 0.6704, 0.6859, 0.2479, 0.268, 0.2072, 0.1898, 0.3234, 0.2064, 0.1844, 0.0926, 0.093, 0.0933, 0.0933, 0.1143, 0.105, 0.0186, 0.0267, 0.0484, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2031029751432024146", "ticker_idx": 1, "ts": "2026-03-09T15:30:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL, $PLTR, $AMPX", "tweet_type": "prediction", "timeline": "quarters", "summary": "Picks PL, PLTR, and AMPX as top 3 for next 90 days in a hypothetical $100k draft.", "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": "und", "tweet_text": "@fantstockleague $PL, $PLTR, $AMPX", "reply_text": null, "parent_text": "Market ripping today let’s play.\n\nIf you had $100k fake money RIGHT NOW and could only draft 3 stocks for the next 90 days… what are your picks?\n\nA) All AI ( $NVDA, $META, $GOOGL)  \nB) Defensive ( $JPM, $XOM, $KO)  \nC) Meme lottery   \nD) ???\n\nReply with your 3\n\nWe're going A —", "quoted_text": null, "parent_author": "fantstockleague", "ret_m1d": 0.0046666944991882175, "ret_signed_m1d": 0.0046666944991882175, "alpha_spy_m1d": 0.013350584685140277, "alpha_c_m1d": 0.013350584685140277, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.008683890185952059, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03381700143077371, "ret_signed_p1d": -0.03381700143077371, "alpha_spy_p1d": -0.03220989553493403, "alpha_c_p1d": -0.03220989553493403, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0016071058958396778, "ret_p1w": -0.023716624872363812, "ret_signed_p1w": -0.023716624872363812, "alpha_spy_p1w": -0.010093722387551018, "alpha_c_p1w": -0.010093722387551018, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.013622902484812793, "ret_p1m": -0.04065707120976658, "ret_signed_p1m": -0.04065707120976658, "alpha_spy_p1m": -0.015225084039836134, "alpha_c_p1m": -0.015225084039836134, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.025431987169930448, "ret_p3m": -0.0941635007173377, "ret_signed_p3m": -0.0941635007173377, "alpha_spy_p3m": -0.21341926187308602, "alpha_c_p3m": -0.21341926187308602, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.11925576115574832, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.0941635007173377, "alpha_spy_stated": -0.21341926187308602, "alpha_c_stated": -0.21341926187308602, "price_path": [0.2012, 0.1989, 0.1735, 0.1715, 0.2002, 0.1334, 0.187, 0.2362, 0.24, 0.241, 0.2413, 0.2413, 0.2064, 0.1774, 0.156, 0.1363, 0.1363, 0.0731, 0.1126, 0.1488, 0.1614, 0.1306, 0.1346, 0.1469, 0.144, 0.1404, 0.1319, 0.0929, 0.0929, 0.0774, 0.0569, 0.0605, 0.0842, 0.0706, 0.0593, 0.0059, -0.0292, -0.0629, -0.0554, 0.0093, -0.108, -0.1689, -0.1312, -0.0864, -0.1082, -0.1326, -0.1745, -0.1599, -0.1599, -0.1497, -0.1346, -0.1377, -0.1355, -0.1651, -0.1764, -0.1422, -0.131, -0.123, -0.072, -0.0589, -0.0207, -0.024, 0.0047, 0.0, -0.0338, -0.0309, -0.0187, -0.035, -0.0237, -0.0086, -0.0234, -0.0048, -0.0368, 0.0282, -0.0105, -0.0094, -0.0567, -0.0855, -0.1207, -0.0649, -0.0635, -0.0509, -0.0509, -0.0543, -0.0407, -0.1002, -0.1658, -0.1814, -0.1538, -0.1325, -0.0913, -0.0874, -0.0642, -0.0674, -0.0669, -0.0244, -0.095, -0.0853, -0.0852, -0.0975, -0.118, -0.1107, -0.079, -0.0665, -0.1312, -0.1447, -0.1239, -0.1191, -0.1249, -0.1306, -0.1686, -0.1451, -0.1435, -0.1361, -0.1353, -0.1233, -0.1216, -0.125, -0.125, -0.1268, -0.1529, -0.0837, 0.0007, 0.027, -0.0272, -0.091, -0.0942, -0.1336, -0.1276, -0.1557, -0.1676, -0.1621, -0.1818, -0.1388, -0.1482, -0.1649, -0.1787, -0.1787, -0.2361, -0.254, -0.2744, -0.3143, -0.2781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031029751432024146", "ticker_idx": 2, "ts": "2026-03-09T15:30:02+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL, $PLTR, $AMPX", "tweet_type": "prediction", "timeline": "quarters", "summary": "Picks PL, PLTR, and AMPX as top 3 for next 90 days in a hypothetical $100k draft.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "und", "tweet_text": "@fantstockleague $PL, $PLTR, $AMPX", "reply_text": null, "parent_text": "Market ripping today let’s play.\n\nIf you had $100k fake money RIGHT NOW and could only draft 3 stocks for the next 90 days… what are your picks?\n\nA) All AI ( $NVDA, $META, $GOOGL)  \nB) Defensive ( $JPM, $XOM, $KO)  \nC) Meme lottery   \nD) ???\n\nReply with your 3\n\nWe're going A —", "quoted_text": null, "parent_author": "fantstockleague", "ret_m1d": -0.07844240651865486, "ret_signed_m1d": -0.07844240651865486, "alpha_spy_m1d": -0.0697585163327028, "alpha_c_m1d": -0.07259239831687014, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.005850008201784718, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015801393763852367, "ret_signed_p1d": 0.015801393763852367, "alpha_spy_p1d": 0.017408499659692045, "alpha_c_p1d": 0.021183433614116898, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.005382039850264531, "ret_p1w": 0.05474047733015963, "ret_signed_p1w": 0.05474047733015963, "alpha_spy_p1w": 0.06836337981497242, "alpha_c_p1w": 0.08328852094427164, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.028548043614112006, "ret_p1m": -0.05756199717492805, "ret_signed_p1m": -0.05756199717492805, "alpha_spy_p1m": -0.0321300100049976, "alpha_c_p1m": -0.021301404399462043, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.036260592775466005, "ret_p3m": 0.27200913030173246, "ret_signed_p3m": 0.27200913030173246, "alpha_spy_p3m": 0.15275336914598414, "alpha_c_p3m": 0.23857635855435033, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.03343277174738213, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.27200913030173246, "alpha_spy_stated": 0.15275336914598414, "alpha_c_stated": 0.23857635855435033, "price_path": [-0.377, -0.3544, -0.3843, -0.4328, -0.4199, -0.5045, -0.4836, -0.4723, -0.4881, -0.5079, -0.5186, -0.5186, -0.5333, -0.553, -0.5581, -0.5547, -0.5547, -0.5068, -0.4802, -0.4814, -0.4977, -0.4786, -0.465, -0.4351, -0.4543, -0.4153, -0.4272, -0.3792, -0.3792, -0.3696, -0.364, -0.3256, -0.3696, -0.3849, -0.3465, -0.3239, -0.2336, -0.298, -0.2579, -0.1716, -0.3002, -0.4029, -0.3093, -0.2951, -0.3482, -0.373, -0.4249, -0.4374, -0.4374, -0.4486, -0.4407, -0.4159, -0.4628, -0.4244, -0.3905, -0.3758, -0.3499, -0.3945, -0.3459, -0.3437, -0.2918, -0.1597, -0.0784, 0.0, 0.0158, 0.0491, 0.0322, 0.013, 0.0547, 0.0937, 0.0666, 0.0784, 0.0271, 0.0542, 0.0023, 0.0119, -0.0316, -0.0903, -0.1693, -0.0485, -0.1242, -0.0971, -0.0971, -0.009, -0.0576, -0.0451, -0.0886, -0.0282, 0.0378, 0.0096, 0.0327, 0.0796, 0.0536, 0.1067, 0.2094, 0.2805, 0.2263, 0.1659, 0.2088, 0.1112, 0.1479, 0.1885, 0.1778, 0.1501, 0.2077, 0.2523, -0.0909, -0.0576, -0.0023, 0.0626, -0.0113, 0.0085, -0.0491, -0.1044, -0.1264, -0.1495, -0.1366, -0.0954, -0.0954, 0.0062, -0.0316, 0.1766, 0.1445, 0.2274, 0.2929, 0.2269, 0.272, 0.1112, 0.0626, -0.0169, -0.0728, -0.035, -0.0796, -0.0508, -0.1258, -0.1535, -0.0875, -0.0875, -0.1168, -0.2032, -0.2935, -0.2912, -0.2714, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1979397126221168944", "ticker_idx": 0, "ts": "2025-10-18T04:00:24+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they will be absolutely fine in the long run", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish HIMS long-term despite short-term noise.", "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": "A lot of short-term noise around $HIMS, but they will be absolutely fine in the long run. https://t.co/65KzeIZ368", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03076327516118138, "ret_signed_m1d": -0.03076327516118138, "alpha_spy_m1d": -0.020469831858038745, "alpha_c_m1d": -0.020469831858038745, "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": -0.03894080950608292, "ret_signed_p1d": -0.03894080950608292, "alpha_spy_p1d": -0.03892586662729969, "alpha_c_p1d": -0.03892586662729969, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": -0.060942387673655674, "ret_signed_p1w": -0.060942387673655674, "alpha_spy_p1w": -0.08170803878072141, "alpha_c_p1w": -0.08170803878072141, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.2940031563351455, "ret_signed_p1m": -0.2940031563351455, "alpha_spy_p1m": -0.2772893172308969, "alpha_c_p1m": -0.2772893172308969, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": -0.39193926847536, "ret_signed_p3m": -0.39193926847536, "alpha_spy_p3m": -0.42617954593253304, "alpha_c_p3m": -0.42617954593253304, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.584112142591243, "ret_signed_p6m": -0.584112142591243, "alpha_spy_p6m": -0.6245028356162923, "alpha_c_p6m": -0.6245028356162923, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1297, 0.116, 0.1225, 0.1425, 0.1735, 0.2759, 0.2886, 0.2179, 0.2335, 0.081, -0.0045, -0.006, 0.0113, -0.0269, -0.0662, -0.059, -0.0824, -0.104, -0.1219, -0.1787, -0.1554, -0.1441, -0.1322, -0.163, -0.117, -0.1431, -0.141, -0.1754, -0.1754, -0.1914, -0.1343, -0.0633, -0.0574, -0.0335, -0.0695, -0.0697, 0.0078, 0.0806, 0.0506, -0.0092, -0.0197, 0.0942, 0.1258, 0.1234, 0.0903, 0.0368, 0.0683, 0.1371, 0.1511, 0.1044, 0.0964, 0.1268, 0.023, 0.0662, 0.1287, 0.1326, 0.1342, 0.0504, 0.0656, 0.0518, 0.222, 0.1517, -0.0308, 0.0, -0.0389, -0.0759, -0.0559, -0.0502, -0.0609, -0.0826, -0.0921, -0.1421, -0.1149, -0.1357, -0.1669, -0.1486, -0.1916, -0.2011, -0.2007, -0.2261, -0.2403, -0.2981, -0.28, -0.3072, -0.294, -0.3024, -0.3454, -0.3242, -0.2644, -0.2778, -0.2523, -0.2523, -0.2259, -0.2697, -0.293, -0.2782, -0.2208, -0.2368, -0.2383, -0.2247, -0.2625, -0.2646, -0.2755, -0.2942, -0.2823, -0.3191, -0.323, -0.3076, -0.3176, -0.3224, -0.325, -0.325, -0.332, -0.3361, -0.3567, -0.3678, -0.3678, -0.3495, -0.3242, -0.3096, -0.3096, -0.3405, -0.383, -0.3703, -0.3731, -0.3902, -0.3919, -0.389, -0.389, -0.4067, -0.4375, -0.4058, -0.4233, -0.4104, -0.4221, -0.4418, -0.4184, -0.4725, -0.4852, -0.5027, -0.5249, -0.5428, -0.5518, -0.6236, -0.6643, -0.675, -0.6924, -0.6826, -0.6826, -0.6832, -0.6916, -0.692, -0.6957, -0.698, -0.699, -0.692, -0.6963, -0.7173, -0.6791, -0.692, -0.6797, -0.6908, -0.6935, -0.5685, -0.543, -0.4961, -0.5358, -0.5177, -0.5156, -0.5136, -0.5493, -0.5296, -0.5713, -0.5627, -0.5845, -0.5942, -0.5938, -0.6227, -0.6343, -0.5958, -0.6137, -0.6273, -0.6273, -0.6042, -0.6203, -0.6225, -0.6155, -0.6217, -0.5882, -0.5841]}
{"unit_id": "reply:2019355688258961679", "ticker_idx": 0, "ts": "2026-02-05T10:21:28+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 has already 'sold' every dollar they expect to make this year", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish FLNC: FY2026 guidance fully covered by backlog, implying high revenue visibility.", "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": "@MarcRavioli Thanks, certainly don't want to \"mislead\" anyone. Essentially, $FLNC has already 'sold' every dollar they expect to make this year.", "reply_text": null, "parent_text": "@Kaizen_Investor Your wording seems to be a bit off/misleading. Their guidance of $3.4 billion for fiscal 2026 is fully covered by this year’s backlog. \nThe $3.4 billion midpoint was previously 85% covered.\nAlthough, yes, their backlog is now $5.5 billion (it extends beyond end of fiscal ‘26).", "quoted_text": null, "parent_author": "MarcRavioli", "ret_m1d": 0.5298152297605154, "ret_signed_m1d": 0.5298152297605154, "alpha_spy_m1d": 0.5171679907394786, "alpha_c_m1d": 0.5171679907394786, "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": 0.025857506669680896, "ret_signed_p1d": 0.025857506669680896, "alpha_spy_p1d": 0.006672720192860915, "alpha_c_p1d": 0.006672720192860915, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": -0.07968338617879878, "ret_signed_p1w": -0.07968338617879878, "alpha_spy_p1w": -0.08506993337542357, "alpha_c_p1w": -0.08506993337542357, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": -0.22005281594096504, "ret_signed_p1m": -0.22005281594096504, "alpha_spy_p1m": -0.21231989798552398, "alpha_c_p1m": -0.21231989798552398, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": -0.007732917955441065, "ret_p3m": -0.3303430570197573, "ret_signed_p3m": -0.3303430570197573, "alpha_spy_p3m": -0.4013661387810711, "alpha_c_p3m": -0.4013661387810711, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.22005281594096504, "alpha_spy_stated": -0.21231989798552398, "alpha_c_stated": -0.21231989798552398, "price_path": [0.1499, 0.0939, 0.0137, -0.1425, -0.0549, -0.0908, -0.1018, -0.1129, -0.1815, -0.1873, -0.1662, -0.115, 0.0021, 0.0021, 0.0364, 0.0232, 0.0533, 0.0475, 0.2317, 0.2644, 0.2063, 0.2633, 0.2565, 0.3609, 0.171, 0.1356, 0.1245, -0.0201, 0.019, 0.0533, 0.0792, 0.038, 0.0464, 0.0464, 0.0665, 0.0538, 0.048, 0.0438, 0.0438, 0.2142, 0.1741, 0.152, 0.085, 0.1177, 0.2243, 0.2285, 0.257, 0.1953, 0.3456, 0.429, 0.429, 0.3462, 0.39, 0.4391, 0.4216, 0.4311, 0.5008, 0.6354, 0.666, 0.6237, 0.6301, 0.7008, 0.5298, 0.0, 0.0259, 0.0237, 0.0021, -0.0755, -0.0797, -0.0259, -0.0259, -0.0617, -0.0802, -0.1261, -0.1266, -0.152, -0.1298, -0.1383, -0.1451, -0.1799, -0.2021, -0.2127, -0.1662, -0.1683, -0.2201, -0.1715, -0.1092, -0.0971, -0.1335, -0.1356, -0.1145, -0.1293, -0.1562, -0.1541, -0.2016, -0.1894, -0.1478, -0.1372, -0.2106, -0.2533, -0.314, -0.2739, -0.3129, -0.2982, -0.2982, -0.3034, -0.3008, -0.3077, -0.2844, -0.2728, -0.2797, -0.219, -0.1974, -0.2095, -0.2858, -0.3335, -0.3261, -0.2876, -0.2865, -0.2939, -0.295, -0.3483, -0.3757, -0.3573, -0.3567, -0.3493, -0.3303, -0.2844, 0.0011, 0.2749, 0.3314, 0.123, 0.1662, 0.105, 0.096, 0.0311, -0.0549, -0.0005, 0.0654, 0.134, 0.134, 0.1256, 0.1198, 0.1272, -0.0037, 0.4327, 0.4728, 0.3113, 0.4327, 0.209, 0.2702, 0.238, 0.1409, 0.2813, 0.2512, 0.276, 0.2623, 0.2359, 0.3087, 0.3087, 0.3293, 0.1193, 0.0422, 0.0227, 0.0169, null, null, null, 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:2028935398362173906", "ticker_idx": 0, "ts": "2026-03-03T20:47:49+00:00", "symbol": "Fluence Energy", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fluence's latest reports show a 36 GWh pipeline specifically for data centers. He views the power demands of Artificial Intelligence (AI) as a disruptive emerging catalyst for the company. He has positioned Fluence's technology to provide the critical power resiliency that tech giants need to run large language models.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Fluence Energy: 36 GWh data center pipeline and CEO positioning AI power demand as a key growth catalyst.", "resolved_tickers": ["FLNC"], "resolution_method": "exchange_ticker", "resolution_reason": "Fluence Energy Inc. listed on NASDAQ as FLNC", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Thanks for reading. Actually, Fluence's latest reports show a 36 GWh pipeline specifically for data centers.\n\nContrary to what you heard, the CEO has championed this expansion. He views the power demands of Artificial Intelligence (AI) as a disruptive emerging catalyst for the company. \n\nHe has positioned Fluence's technology to provide the critical power resiliency that tech giants need to run large language models.", "reply_text": null, "parent_text": "@Kaizen_Investor da gibt es nicht ein Rechenzentrum in der Pipeline! hast du die Aussagen vom ceo im call zu den letzten zahlen nicht gelesen/gehört?!  Informiere dich!", "quoted_text": null, "parent_author": "Ratlos___", "ret_m1d": 0.013404812884881379, "ret_signed_m1d": 0.013404812884881379, "alpha_spy_m1d": 0.0045120898847383906, "alpha_c_m1d": 0.0045120898847383906, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.008892723000142988, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05898124061266796, "ret_signed_p1d": 0.05898124061266796, "alpha_spy_p1d": 0.05192597484517347, "alpha_c_p1d": 0.05192597484517347, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.00705526576749449, "ret_p1w": 0.13136723019102758, "ret_signed_p1w": 0.13136723019102758, "alpha_spy_p1w": 0.13599744564332772, "alpha_c_p1w": 0.13599744564332772, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": -0.004630215452300135, "ret_p1m": -0.12734581828515812, "ret_signed_p1m": -0.12734581828515812, "alpha_spy_p1m": -0.09309685288640879, "alpha_c_p1m": -0.09309685288640879, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.03424896539874933, "ret_p3m": 0.26541548687822125, "ret_signed_p3m": 0.26541548687822125, "alpha_spy_p3m": 0.15044791723626516, "alpha_c_p3m": 0.15044791723626516, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.11496756964195609, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12734581828515812, "alpha_spy_stated": -0.09309685288640879, "alpha_c_stated": -0.09309685288640879, "price_path": [0.5643, 0.6059, 0.5322, 0.6046, 0.5958, 0.7286, 0.4873, 0.4424, 0.4283, 0.2446, 0.2942, 0.3378, 0.3706, 0.3184, 0.3291, 0.3291, 0.3546, 0.3385, 0.3311, 0.3257, 0.3257, 0.5422, 0.4913, 0.4631, 0.378, 0.4196, 0.555, 0.5603, 0.5965, 0.5181, 0.7091, 0.815, 0.815, 0.7098, 0.7654, 0.8277, 0.8056, 0.8177, 0.9062, 1.0771, 1.116, 1.0623, 1.0704, 1.1602, 0.943, 0.2701, 0.3029, 0.3003, 0.2728, 0.1743, 0.1689, 0.2373, 0.2373, 0.1917, 0.1682, 0.1099, 0.1092, 0.0771, 0.1052, 0.0945, 0.0858, 0.0416, 0.0134, 0.0, 0.059, 0.0563, -0.0094, 0.0523, 0.1314, 0.1468, 0.1005, 0.0979, 0.1247, 0.1059, 0.0717, 0.0744, 0.0141, 0.0295, 0.0824, 0.0958, 0.0027, -0.0516, -0.1287, -0.0777, -0.1273, -0.1086, -0.1086, -0.1153, -0.1119, -0.1206, -0.0912, -0.0764, -0.0851, -0.008, 0.0194, 0.004, -0.0928, -0.1535, -0.1441, -0.0952, -0.0938, -0.1032, -0.1046, -0.1723, -0.2071, -0.1836, -0.183, -0.1736, -0.1495, -0.0912, 0.2714, 0.6193, 0.691, 0.4263, 0.4812, 0.4035, 0.3921, 0.3097, 0.2004, 0.2694, 0.3532, 0.4403, 0.4403, 0.4296, 0.4223, 0.4316, 0.2654, 0.8197, 0.8706, 0.6655, 0.8197, 0.5355, 0.6133, 0.5724, 0.4491, 0.6273, 0.5891, 0.6206, 0.6032, 0.5697, 0.6622, 0.6622, 0.6883, 0.4216, 0.3237, 0.2989, 0.2916, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2001599114841403449", "ticker_idx": 0, "ts": "2025-12-18T10:23:11+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I certainly don't think it is too late to add some $IREN", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Not too late to add IREN; implicitly bullish on further 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": "@PSInvestor Great Patient, I certainly don't think it is too late to add some $IREN.", "reply_text": null, "parent_text": "@Kaizen_Investor When I realized it made sense to me, it was too late.\nI am glad I was wary of $cifr and $apld.\nSeriously, I missed $iren. Not too late, but I am loading up whenever I can.", "quoted_text": null, "parent_author": "PSInvestor", "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": "quote:2028488424756310327", "ticker_idx": 0, "ts": "2026-03-02T15:11:42+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Happy to see the market validating $AMPX's massive role in the drone sector", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish AMPX as a key drone battery supplier; endorses its massive role in the drone sector.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Happy to see the market validating $AMPX's massive role in the drone sector. https://t.co/Z6MCBuI2nR", "reply_text": null, "parent_text": null, "quoted_text": "Most investors still don’t mention $AMPX when talking about the drone industry. \n\n$AMPX is building the best drone battery, a lithium-ion battery with silicon anode. \n\nLast week they mentioned that they are talking with every possible drone company to supply batteries. \n\nIf you", "parent_author": null, "ret_m1d": -0.07420194987310125, "ret_signed_m1d": -0.07420194987310125, "alpha_spy_m1d": -0.07363366057675014, "alpha_c_m1d": -0.06436404069760338, "bench_spy_m1d": -0.0005682892963511099, "bench_c_m1d": -0.009837909175497872, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003451247741709018, "ret_signed_p1d": 0.003451247741709018, "alpha_spy_p1d": 0.012265587262068167, "alpha_c_p1d": 0.0227915561604789, "bench_spy_p1d": -0.008814339520359149, "bench_c_p1d": -0.01934030841876988, "ret_p1w": 0.5289041484091659, "ret_signed_p1w": 0.5289041484091659, "alpha_spy_p1w": 0.5407197741567386, "alpha_c_p1w": 0.5733982700830904, "bench_spy_p1w": -0.011815625747572667, "bench_c_p1w": -0.044494121673924525, "ret_p1m": 0.45470236310453815, "ret_signed_p1m": 0.45470236310453815, "alpha_spy_p1m": 0.5046221571651507, "alpha_c_p1m": 0.5481375492392409, "bench_spy_p1m": -0.04991979406061253, "bench_c_p1m": -0.0934351861347027, "ret_p3m": 0.7989646339059109, "ret_signed_p3m": 0.7989646339059109, "alpha_spy_p3m": 0.6965712750864221, "alpha_c_p3m": 0.8247423944589972, "bench_spy_p3m": 0.10239335881948874, "bench_c_p3m": -0.025777760553086337, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45470236310453815, "alpha_spy_stated": 0.5046221571651507, "alpha_c_stated": 0.5481375492392409, "price_path": [-0.006, 0.0544, 0.0509, 0.0181, 0.0095, -0.0475, -0.0129, -0.0587, -0.1329, -0.113, -0.2425, -0.2105, -0.1933, -0.2174, -0.2476, -0.264, -0.264, -0.2865, -0.3167, -0.3244, -0.3192, -0.3192, -0.2459, -0.2053, -0.2071, -0.2321, -0.2028, -0.1821, -0.1363, -0.1657, -0.1061, -0.1242, -0.0509, -0.0509, -0.0362, -0.0276, 0.0311, -0.0362, -0.0595, -0.0009, 0.0336, 0.1717, 0.0733, 0.1346, 0.2666, 0.0699, -0.0871, 0.0561, 0.0777, -0.0035, -0.0414, -0.1208, -0.1398, -0.1398, -0.157, -0.145, -0.107, -0.1786, -0.1199, -0.0682, -0.0457, -0.006, -0.0742, 0.0, 0.0035, 0.0828, 0.2847, 0.409, 0.5289, 0.5531, 0.604, 0.5781, 0.5487, 0.6126, 0.6721, 0.6307, 0.6488, 0.5703, 0.6117, 0.5324, 0.547, 0.4806, 0.3909, 0.2701, 0.4547, 0.3391, 0.3805, 0.3805, 0.5151, 0.4409, 0.4599, 0.3934, 0.4858, 0.5867, 0.5436, 0.5789, 0.6506, 0.6109, 0.692, 0.849, 0.9577, 0.8749, 0.7826, 0.8481, 0.6989, 0.755, 0.8171, 0.8007, 0.7584, 0.8464, 0.9146, 0.39, 0.4409, 0.5255, 0.6247, 0.5116, 0.5418, 0.4538, 0.3693, 0.3356, 0.3003, 0.3201, 0.3831, 0.3831, 0.5384, 0.4806, 0.799, 0.7498, 0.8766, 0.9767, 0.8758, 0.9448, 0.6989, 0.6247, 0.503, 0.4176, 0.4754, 0.4072, 0.4513, 0.3365, 0.2942, 0.3952, 0.3952, 0.3503, 0.2183, 0.0802, 0.0837, 0.1139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026050472738541910", "ticker_idx": 0, "ts": "2026-02-23T21:44:09+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The worst $HIMS graph possible. The ideas are wonderful, but execution remains a big question mark for me. If you are wonderfully positioned in an industry with a fast-growing TAM, you should do better.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish HIMS: subscriber growth rolling over despite favorable industry positioning; execution a major concern.", "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": "The worst $HIMS graph possible. \n\nThe ideas are wonderful, but execution remains a big question mark for me. \n\nIf you are wonderfully positioned in an industry with a fast-growing TAM, you should do better.", "reply_text": null, "parent_text": null, "quoted_text": "$HIMS subscriber growth is rolling over hard  😳 https://t.co/mOQate3PG5", "parent_author": null, "ret_m1d": 0.0032341649813383277, "ret_signed_m1d": -0.0032341649813383277, "alpha_spy_m1d": -0.010450190746712051, "alpha_c_m1d": -0.010450190746712051, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.007216025765373724, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02328587682981631, "ret_signed_p1d": -0.02328587682981631, "alpha_spy_p1d": -0.014847570529277876, "alpha_c_p1d": -0.014847570529277876, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.008438306300538434, "ret_p1w": 0.02328587682981631, "ret_signed_p1w": -0.02328587682981631, "alpha_spy_p1w": -0.033498864479980184, "alpha_c_p1w": -0.033498864479980184, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.010212987650163874, "ret_p1m": 0.34799483189948055, "ret_signed_p1m": -0.34799483189948055, "alpha_spy_p1m": -0.3898020574056865, "alpha_c_p1m": -0.3898020574056865, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.04180722550620597, "ret_p3m": 0.5362225059118864, "ret_signed_p3m": -0.5362225059118864, "alpha_spy_p3m": -0.4484558540134014, "alpha_c_p3m": -0.4484558540134014, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.08776665189848498, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.34799483189948055, "alpha_spy_stated": -0.3898020574056865, "alpha_c_stated": -0.3898020574056865, "price_path": [1.4838, 1.5718, 1.4263, 1.3486, 1.3978, 1.5886, 1.5356, 1.5304, 1.5757, 1.4502, 1.4431, 1.4069, 1.3448, 1.3842, 1.262, 1.249, 1.3001, 1.2671, 1.251, 1.2426, 1.2426, 1.2193, 1.2057, 1.1371, 1.1003, 1.1003, 1.1611, 1.2451, 1.2937, 1.2937, 1.1908, 1.0498, 1.0918, 1.0828, 1.0259, 1.0201, 1.0298, 1.0298, 0.9709, 0.8687, 0.9741, 0.9159, 0.9586, 0.9198, 0.8545, 0.9321, 0.7523, 0.7102, 0.652, 0.5783, 0.5188, 0.489, 0.2503, 0.1151, 0.0796, 0.022, 0.0543, 0.0543, 0.0524, 0.0246, 0.0233, 0.011, 0.0032, 0.0, 0.0233, 0.0091, -0.0608, 0.066, 0.0233, 0.064, 0.0272, 0.0181, 0.4334, 0.5181, 0.674, 0.542, 0.6022, 0.6093, 0.6158, 0.4974, 0.5627, 0.4243, 0.4528, 0.3803, 0.348, 0.3493, 0.2536, 0.2147, 0.3428, 0.2833, 0.238, 0.238, 0.315, 0.2613, 0.2542, 0.2775, 0.2568, 0.368, 0.3816, 0.5712, 0.7458, 0.8642, 1.0058, 0.925, 0.8765, 0.8208, 0.9767, 0.901, 0.8053, 0.7031, 0.7574, 0.773, 0.7639, 0.7031, 0.7387, 0.6591, 0.8286, 0.8849, 0.619, 0.5614, 0.5679, 0.6203, 0.4418, 0.4515, 0.4903, 0.553, 0.5362, 0.5362, 0.5427, 0.63, 0.6417, 0.6915, 0.7956, 0.7794, 0.7794, 0.8118, 0.694, 0.7574, 0.8745, 0.7969, 0.8674, 0.7348, 0.9515, 1.0356, 1.0627, 1.2943, 1.2943, 1.1695, 1.132, 1.1151, 1.1158, 1.1953, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1996565935474491566", "ticker_idx": 0, "ts": "2025-12-04T13:03:08+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 back to $200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "PLTR will return to $200.", "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": "@amitisinvesting $PLTR back to $200", "reply_text": null, "parent_text": "$PLTR\n\nAlex Karp is a national treasure.", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.010341706142237284, "ret_signed_m1d": -0.010341706142237284, "alpha_spy_m1d": -0.009611190384084423, "alpha_c_m1d": -0.009611190384084423, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.000730515758152861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021582713452168223, "ret_signed_p1d": 0.021582713452168223, "alpha_spy_p1d": 0.01968322860785232, "alpha_c_p1d": 0.01968322860785232, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0018994848443159018, "ret_p1w": 0.054069217716901985, "ret_signed_p1w": 0.054069217716901985, "alpha_spy_p1w": 0.0470848971891753, "alpha_c_p1w": 0.0470848971891753, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.006984320527726684, "ret_p1m": -0.05654225304701954, "ret_signed_p1m": -0.05654225304701954, "alpha_spy_p1m": -0.05770924387780585, "alpha_c_p1m": -0.05770924387780585, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.0011669908307863075, "ret_p3m": -0.1725494450550228, "ret_signed_p3m": -0.1725494450550228, "alpha_spy_p3m": -0.1695546361769723, "alpha_c_p3m": -0.1695546361769723, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.002994808878050481, "ret_p6m": -0.12016639558702646, "ret_signed_p6m": -0.12016639558702646, "alpha_spy_p6m": -0.23179485045268033, "alpha_c_p6m": -0.23179485045268033, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": 0.11162845486565387, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05654225304701954, "alpha_spy_stated": -0.05770924387780585, "alpha_c_stated": -0.05770924387780585, "price_path": [-0.1226, -0.0875, -0.0628, -0.0762, -0.0365, -0.0377, -0.0431, -0.0539, -0.0053, 0.0251, 0.0079, 0.026, 0.0092, 0.0067, -0.002, 0.0053, 0.0253, 0.0395, 0.0513, -0.0273, 0.009, 0.0239, 0.0317, 0.0424, -0.0139, -0.004, 0.0102, 0.0096, 0.0011, 0.0013, 0.0206, 0.0202, -0.0137, 0.0144, 0.0377, 0.0633, 0.0656, 0.1174, 0.0935, 0.1267, 0.1645, 0.0721, 0.0561, -0.0161, 0.0001, 0.0882, 0.0733, 0.0351, -0.0325, -0.022, -0.0375, -0.0595, -0.0703, -0.1246, -0.1297, -0.0881, -0.0808, -0.0683, -0.0683, -0.0532, -0.0586, -0.0406, -0.0103, 0.0, 0.0216, 0.0201, 0.022, 0.0561, 0.0541, 0.0318, 0.03, 0.0552, -0.0035, 0.0437, 0.0869, 0.0903, 0.0911, 0.0913, 0.0913, 0.0606, 0.0352, 0.0164, -0.001, -0.001, -0.0565, -0.0218, 0.0101, 0.0211, -0.006, -0.0024, 0.0084, 0.0058, 0.0027, -0.0048, -0.0391, -0.0391, -0.0528, -0.0708, -0.0676, -0.0468, -0.0587, -0.0687, -0.1156, -0.1465, -0.1761, -0.1695, -0.1126, -0.2157, -0.2693, -0.2362, -0.1968, -0.2159, -0.2374, -0.2742, -0.2614, -0.2614, -0.2524, -0.2391, -0.2419, -0.2399, -0.266, -0.2759, -0.2458, -0.2359, -0.2289, -0.1841, -0.1725, -0.139, -0.1419, -0.1167, -0.1208, -0.1505, -0.1479, -0.1373, -0.1516, -0.1416, -0.1284, -0.1414, -0.125, -0.1531, -0.096, -0.1301, -0.129, -0.1706, -0.1959, -0.2269, -0.1778, -0.1767, -0.1656, -0.1656, -0.1686, -0.1565, -0.2089, -0.2666, -0.2802, -0.256, -0.2373, -0.201, -0.1976, -0.1772, -0.18, -0.1796, -0.1422, -0.2043, -0.1958, -0.1957, -0.2065, -0.2245, -0.2181, -0.1903, -0.1792, -0.2361, -0.248, -0.2297, -0.2255, -0.2306, -0.2356, -0.2691, -0.2484, -0.2469, -0.2404, -0.2398, -0.2291, -0.2277, -0.2307, -0.2307, -0.2322, -0.2552, -0.1944, -0.1202]}
{"unit_id": "reply:2010285967501144246", "ticker_idx": 0, "ts": "2026-01-11T09:41:38+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY showing what the real potential of GLP-1 looks like with capable management and smart decisions", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LLY on strong GLP-1 execution with capable management.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH Agree, I took 5 years to really start from T0. The comparison won’t change much if you use 4years. \n\n$LLY showing what the real potential of GLP-1 looks like with capable management and smart decisions.", "reply_text": null, "parent_text": "@Kaizen_Investor I think the last 3/4 years are most relevant cause that's when Zepbound and Mounjaro came to market.\n\nI think $LLY is quite fairly valued, and $NVO undervalued.", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.016132948649514423, "ret_signed_m1d": -0.016132948649514423, "alpha_spy_m1d": -0.014564978041637144, "alpha_c_m1d": -0.014564978041637144, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003524518381350261, "ret_signed_p1d": -0.003524518381350261, "alpha_spy_p1d": -0.001525011615968408, "alpha_c_p1d": -0.001525011615968408, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.03940784556024102, "ret_signed_p1w": -0.03940784556024102, "alpha_spy_p1w": -0.034373021678011484, "alpha_c_p1w": -0.034373021678011484, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.05180376910223583, "ret_signed_p1m": -0.05180376910223583, "alpha_spy_p1m": -0.047430681070448455, "alpha_c_p1m": -0.047430681070448455, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.11490812582437715, "ret_signed_p3m": -0.11490812582437715, "alpha_spy_p3m": -0.09564178848685201, "alpha_c_p3m": -0.09564178848685201, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05180376910223583, "alpha_spy_stated": -0.047430681070448455, "alpha_c_stated": -0.047430681070448455, "price_path": [-0.2365, -0.2431, -0.2584, -0.2528, -0.2614, -0.2495, -0.2416, -0.2375, -0.2366, -0.2425, -0.2485, -0.2199, -0.203, -0.1719, -0.1623, -0.1448, -0.1341, -0.1461, -0.1071, -0.0868, -0.0599, -0.0552, -0.0515, -0.0549, -0.0471, -0.029, -0.0349, -0.0197, -0.01, 0.0268, 0.0216, 0.0216, -0.0051, -0.0214, -0.0323, -0.0439, -0.0615, -0.0654, -0.0772, -0.0914, -0.0808, -0.0663, -0.0495, -0.0174, -0.0247, -0.0363, -0.0223, -0.0088, -0.0042, -0.0087, -0.0037, -0.0037, -0.003, -0.0021, -0.0012, -0.0058, -0.0058, -0.0006, -0.0365, -0.0157, 0.0251, 0.0039, -0.0161, 0.0, -0.0035, -0.0071, -0.0444, -0.0394, -0.0394, -0.0367, -0.0023, 0.0059, -0.0155, -0.0169, -0.0384, -0.0529, -0.0526, -0.0406, -0.0341, -0.0717, 0.0242, -0.0557, -0.0211, -0.0336, -0.0518, -0.0609, -0.0395, -0.0363, -0.0363, -0.04, -0.0543, -0.0519, -0.0646, -0.0191, -0.0343, -0.0467, -0.053, -0.0252, -0.0567, -0.0662, -0.0701, -0.0889, -0.0823, -0.0656, -0.0721, -0.0735, -0.0945, -0.0872, -0.0835, -0.1379, -0.1493, -0.1498, -0.1598, -0.1563, -0.1632, -0.1509, -0.1688, -0.1862, -0.1784, -0.1477, -0.1155, -0.1331, -0.1331, -0.141, -0.1372, -0.1167, -0.1149, -0.1295, -0.1387, -0.1452, -0.1614, -0.1624, -0.141, -0.1476, -0.1632, -0.1461, -0.1497, -0.1809, -0.1954, -0.1901, -0.2113, -0.134, -0.1074, -0.1031, -0.0837, -0.0854, -0.0966, -0.1212, -0.104, -0.0828, -0.0588, -0.0672, -0.0672, -0.0828, -0.0519, -0.0543, -0.0331, -0.0115, -0.0115, -0.0117, 0.0052, 0.0459, 0.0257, 0.0045, -0.0122, 0.0013, 0.0445, 0.0502, 0.0667, 0.0625, 0.0548, 0.0776, 0.0517, 0.0483, 0.0419, 0.0322, 0.0197, 0.0197, 0.023, 0.0276, 0.0371, 0.0467, 0.1214, null, null, null, null, null, null, null]}
{"unit_id": "reply:2030672070028283947", "ticker_idx": 0, "ts": "2026-03-08T15:48:44+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 fact that $IREN has those GPUs, and the contracted power available, is a huge edge over the competition", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long IREN: contracted power + GPU inventory seen as a durable competitive edge in AI compute 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": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay @FuturumEquities The fact that $IREN has those GPUs, and the contracted power available, is a huge edge over the competition.", "reply_text": null, "parent_text": "These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.\n\nYou can order GPUs from $NVDA or $AMD or TPUs from $GOOGL but you can’t just order gigawatts so now the question becomes who can actually deliver it. https://t.co/dp67XvnpbT", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.05509782135018482, "ret_signed_m1d": -0.05509782135018482, "alpha_spy_m1d": -0.04641393116423276, "alpha_c_m1d": -0.05986632485473742, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": 0.004768503504552601, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018537621469477572, "ret_signed_p1d": -0.018537621469477572, "alpha_spy_p1d": -0.016930515573637894, "alpha_c_p1d": -0.013172959464131218, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0053646620053463545, "ret_p1w": 0.15705454300093913, "ret_signed_p1w": 0.15705454300093913, "alpha_spy_p1w": 0.17067744548575192, "alpha_c_p1w": 0.1775195680376085, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.02046502503666936, "ret_p1m": -0.07981458449903078, "ret_signed_p1m": -0.07981458449903078, "alpha_spy_p1m": -0.054382597329100335, "alpha_c_p1m": -0.0759679937106964, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.003846590788334381, "ret_p3m": 0.5926879600238586, "ret_signed_p3m": 0.5926879600238586, "alpha_spy_p3m": 0.4734321988681103, "alpha_c_p3m": 0.5504016073136155, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": 0.04228635271024306, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07981458449903078, "alpha_spy_stated": -0.054382597329100335, "alpha_c_stated": -0.0759679937106964, "price_path": [0.1308, 0.1313, 0.0332, -0.0865, -0.0579, -0.1303, -0.0783, 0.0278, 0.0824, 0.0832, 0.0808, 0.0808, 0.0376, 0.0147, -0.0139, -0.0275, -0.0275, 0.0994, 0.242, 0.182, 0.1232, 0.1761, 0.1851, 0.2958, 0.3643, 0.3615, 0.336, 0.4887, 0.4887, 0.397, 0.3769, 0.3455, 0.4593, 0.3481, 0.5445, 0.6205, 0.5407, 0.3836, 0.3666, 0.4004, 0.1571, 0.0245, 0.077, 0.1882, 0.1053, 0.0986, 0.0306, 0.087, 0.087, 0.0548, 0.0834, 0.1146, 0.0294, 0.0906, 0.1702, 0.1336, 0.139, 0.0543, 0.0657, 0.0003, 0.1287, 0.0331, -0.0551, 0.0, -0.0185, 0.0808, 0.0651, 0.0705, 0.1571, 0.1061, 0.0868, 0.0726, 0.0631, 0.0855, 0.0587, 0.0667, -0.0358, -0.0965, -0.1859, -0.1174, -0.1223, -0.1048, -0.1048, -0.0955, -0.0798, -0.0518, -0.0458, 0.0124, 0.1089, 0.2196, 0.257, 0.2281, 0.2389, 0.2544, 0.163, 0.2459, 0.3393, 0.3038, 0.2451, 0.1442, 0.1035, 0.1717, 0.1756, 0.2739, 0.4094, 0.57, 0.4637, 0.5757, 0.4199, 0.4562, 0.4204, 0.5036, 0.363, 0.2992, 0.2291, 0.3571, 0.4949, 0.4632, 0.4632, 0.5391, 0.7467, 0.6491, 0.6359, 0.682, 0.7147, 0.6859, 0.5927, 0.3993, 0.5239, 0.3908, 0.3265, 0.4601, 0.5389, 0.5667, 0.5237, 0.4961, 0.5438, 0.5438, 0.4642, 0.4089, 0.2951, 0.2291, 0.2155, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031096501208789199", "ticker_idx": 0, "ts": "2026-03-09T19:55:16+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm going to keep them for now. I feel they are very diversified and got a lot of great projects going on for the future.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding GOOGL long; sees diversification and future projects as reasons to stay in the position.", "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": "@crwdvstr I’m up 131% on $GOOGL at the moment. I’m going to keep them for now. I feel they are very diversified and got a lot of great projects going on for the future. I’m going to keep them for now.", "reply_text": null, "parent_text": "@Kaizen_Investor I'm sitting on similar profits at $GOOGL and keep thinking about selling some and investing in stocks with more potential. What do you think?", "quoted_text": null, "parent_author": "crwdvstr", "ret_m1d": -0.026276185208711667, "ret_signed_m1d": -0.026276185208711667, "alpha_spy_m1d": -0.017592295022759608, "alpha_c_m1d": -0.025425595187357763, "bench_spy_m1d": -0.008683890185952059, "bench_c_m1d": -0.000850590021353903, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022197168869222406, "ret_signed_p1d": 0.0022197168869222406, "alpha_spy_p1d": 0.0038268227827619183, "alpha_c_p1d": 0.0037508572545761343, "bench_spy_p1d": -0.0016071058958396778, "bench_c_p1d": -0.0015311403676538937, "ret_p1w": -0.0026112322857472225, "ret_signed_p1w": -0.0026112322857472225, "alpha_spy_p1w": 0.01101167019906557, "alpha_c_p1w": 0.016357819449003386, "bench_spy_p1w": -0.013622902484812793, "bench_c_p1w": -0.018969051734750608, "ret_p1m": -0.0029376612397064017, "ret_signed_p1m": -0.0029376612397064017, "alpha_spy_p1m": 0.022494325930224046, "alpha_c_p1m": 0.04285314204860635, "bench_spy_p1m": -0.025431987169930448, "bench_c_p1m": -0.045790803288312754, "ret_p3m": 0.21487806358556938, "ret_signed_p3m": 0.21487806358556938, "alpha_spy_p3m": 0.09562230242982106, "alpha_c_p3m": 0.24966073982598103, "bench_spy_p3m": 0.11925576115574832, "bench_c_p3m": -0.03478267624041165, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0029376612397064017, "alpha_spy_stated": 0.022494325930224046, "alpha_c_stated": 0.04285314204860635, "price_path": [0.0445, 0.0191, 0.0089, 0.0054, -0.0, -0.0321, -0.0134, 0.0019, 0.0105, 0.0254, 0.0245, 0.0245, 0.0226, 0.0228, 0.0237, 0.021, 0.021, 0.028, 0.0325, 0.0253, 0.0502, 0.0615, 0.0717, 0.0825, 0.0959, 0.0955, 0.0855, 0.0764, 0.0764, 0.0503, 0.0711, 0.0782, 0.0697, 0.087, 0.0912, 0.096, 0.1033, 0.1025, 0.1211, 0.1081, 0.0863, 0.0805, 0.0531, 0.0579, 0.0392, 0.0143, 0.0079, -0.0028, -0.0028, -0.0149, -0.0106, -0.0122, 0.0274, 0.016, 0.0141, 0.0206, 0.0026, 0.0169, -0.0002, -0.0098, -0.0112, -0.0186, -0.0263, 0.0, 0.0022, 0.0076, -0.0092, -0.0133, -0.0026, 0.0149, 0.0043, 0.0025, -0.0175, -0.014, -0.052, -0.0504, -0.083, -0.1045, -0.1073, -0.0614, -0.0293, -0.0346, -0.0346, -0.0208, -0.0029, 0.0358, 0.0396, 0.0355, 0.0488, 0.0867, 0.1004, 0.0968, 0.1153, 0.1014, 0.0846, 0.1076, 0.1062, 0.1242, 0.1436, 0.1417, 0.1423, 0.256, 0.2589, 0.251, 0.2679, 0.2993, 0.2991, 0.3083, 0.2686, 0.2644, 0.3142, 0.3091, 0.2951, 0.2957, 0.2654, 0.2695, 0.2654, 0.2501, 0.2501, 0.2694, 0.2692, 0.2734, 0.2415, 0.2285, 0.1811, 0.1718, 0.2149, 0.2029, 0.1866, 0.1897, 0.164, 0.1685, 0.1747, 0.2063, 0.2191, 0.1882, 0.202, 0.202, 0.1421, 0.1305, 0.1277, 0.1226, 0.1019, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993434155724816739", "ticker_idx": 0, "ts": "2025-11-25T21:38:33+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 is a $3B Market cap company with a $5.3B backlog by the way. Looks like a clear opportunity", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long FLNC: $3B market cap vs $5.3B backlog signals undervaluation; clear opportunity in energy storage buildout.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "$FLNC is a $3B Market cap company with a $5.3B backlog by the way. \n\nLooks like a clear opportunity 👀", "reply_text": null, "parent_text": null, "quoted_text": "Bloomberg projects global energy storage capacity to skyrocket eight-fold, reaching 2TW by 2035. \n\nThis aggressive ramp-up signals a massive secular shift, creating a bullish backdrop for infrastructure leaders $FLNC and $EOSE, alongside key peers like $TSLA and $STEM. https://t.co/C9u6AMT8LD", "parent_author": null, "ret_m1d": -0.1169035987420538, "ret_signed_m1d": -0.1169035987420538, "alpha_spy_m1d": -0.1100474395529788, "alpha_c_m1d": -0.1100474395529788, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.006856159189075006, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.04528702584080779, "ret_signed_p1w": 0.04528702584080779, "alpha_spy_p1w": 0.03909292306850087, "alpha_c_p1w": 0.03909292306850087, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.00619410277230692, "ret_p1m": 0.04423381583529262, "ret_signed_p1m": 0.04423381583529262, "alpha_spy_p1m": 0.025489705710827426, "alpha_c_p1m": 0.025489705710827426, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.018744110124465196, "ret_p3m": -0.15376514541800912, "ret_signed_p3m": -0.15376514541800912, "alpha_spy_p3m": -0.1607190013895914, "alpha_c_p3m": -0.1607190013895914, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.006953855971582268, "ret_p6m": 0.06319119417602792, "ret_signed_p6m": 0.06319119417602792, "alpha_spy_p6m": -0.03578035478246466, "alpha_c_p6m": -0.03578035478246466, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.09897154895849258, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04423381583529262, "alpha_spy_stated": 0.025489705710827426, "alpha_c_stated": 0.025489705710827426, "price_path": [-0.6103, -0.6103, -0.6351, -0.6445, -0.6445, -0.6024, -0.6203, -0.643, -0.644, -0.6345, -0.6314, -0.6108, -0.6051, -0.6082, -0.5829, -0.5071, -0.4418, -0.4623, -0.4113, -0.3823, -0.3728, -0.3997, -0.4313, -0.2917, -0.3128, -0.2738, -0.1964, -0.2717, -0.2122, -0.2154, -0.3107, -0.1632, -0.0284, 0.129, 0.0311, -0.035, -0.0284, -0.1438, -0.1985, -0.1559, 0.0279, -0.0132, -0.0469, 0.0679, 0.0779, 0.1058, 0.0958, 0.01, 0.0911, 0.0437, 0.0948, 0.1474, 0.0916, 0.0116, -0.1443, -0.0569, -0.0927, -0.1037, -0.1148, -0.1833, -0.189, -0.168, -0.1169, 0.0, 0.0, 0.0342, 0.0211, 0.0511, 0.0453, 0.2291, 0.2617, 0.2038, 0.2607, 0.2538, 0.3581, 0.1685, 0.1332, 0.1222, -0.0221, 0.0169, 0.0511, 0.0769, 0.0358, 0.0442, 0.0442, 0.0642, 0.0516, 0.0458, 0.0416, 0.0416, 0.2117, 0.1717, 0.1496, 0.0827, 0.1153, 0.2217, 0.2259, 0.2543, 0.1927, 0.3428, 0.426, 0.426, 0.3433, 0.387, 0.436, 0.4186, 0.4281, 0.4976, 0.6319, 0.6625, 0.6203, 0.6266, 0.6972, 0.5266, -0.0021, 0.0237, 0.0216, 0.0, -0.0774, -0.0816, -0.0279, -0.0279, -0.0637, -0.0821, -0.128, -0.1285, -0.1538, -0.1316, -0.1401, -0.1469, -0.1817, -0.2038, -0.2143, -0.168, -0.1701, -0.2217, -0.1732, -0.1111, -0.099, -0.1353, -0.1374, -0.1164, -0.1311, -0.158, -0.1559, -0.2033, -0.1912, -0.1496, -0.139, -0.2122, -0.2549, -0.3154, -0.2754, -0.3144, -0.2996, -0.2996, -0.3049, -0.3023, -0.3091, -0.2859, -0.2744, -0.2812, -0.2206, -0.1991, -0.2112, -0.2873, -0.3349, -0.3275, -0.2891, -0.288, -0.2954, -0.2965, -0.3497, -0.377, -0.3586, -0.3581, -0.3507, -0.3318, -0.2859, -0.0011, 0.2722, 0.3286, 0.1206, 0.1638, 0.1027, 0.0937, 0.029, -0.0569, -0.0026, 0.0632]}
{"unit_id": "reply:1998526010724384948", "ticker_idx": 0, "ts": "2025-12-09T22:51:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Governments are trusting $PLTR, commercial will scale up soon", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PLTR: government trust as a foundation for imminent commercial scaling.", "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": "@StockSavvyShay Governments are trusting $PLTR, commercial will scale up soon 👌🏼", "reply_text": null, "parent_text": "$PLTR just secured a $448M role powering ShipOS, the Navy’s new AI-driven backbone for modernizing shipbuilding.\n\nIt’s another sign that the government is scaling real operating-system infrastructure and choosing Palantir to handle the complexity. https://t.co/1lKKVkmKFC", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.032302736447887836, "ret_signed_m1d": -0.032302736447887836, "alpha_spy_m1d": -0.025714197932536376, "alpha_c_m1d": -0.025714197932536376, "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": -0.0019690829054630488, "ret_signed_p1d": -0.0019690829054630488, "alpha_spy_p1d": -0.004296028936927154, "alpha_c_p1d": -0.004296028936927154, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0023269460314641055, "ret_p1w": -0.05651647155024775, "ret_signed_p1w": -0.05651647155024775, "alpha_spy_p1w": -0.0329988143994937, "alpha_c_p1w": -0.0329988143994937, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.023517657150754046, "ret_p1m": -0.05880476204783325, "ret_signed_p1m": -0.05880476204783325, "alpha_spy_p1m": -0.06458945787110915, "alpha_c_p1m": -0.06458945787110915, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.005784695823275898, "ret_p3m": -0.1675270628110569, "ret_signed_p3m": -0.1675270628110569, "alpha_spy_p3m": -0.15691608866219398, "alpha_c_p3m": -0.15691608866219398, "bench_spy_p3m": -0.010610974148862917, "bench_c_p3m": -0.010610974148862917, "ret_p6m": -0.24591562882921214, "ret_signed_p6m": -0.24591562882921214, "alpha_spy_p6m": -0.353294996037371, "alpha_c_p6m": -0.353294996037371, "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": -0.05880476204783325, "alpha_spy_stated": -0.06458945787110915, "alpha_c_stated": -0.06458945787110915, "price_path": [-0.0877, -0.0889, -0.0939, -0.1042, -0.0582, -0.0294, -0.0457, -0.0285, -0.0444, -0.0468, -0.055, -0.0482, -0.0292, -0.0158, -0.0046, -0.079, -0.0446, -0.0305, -0.0231, -0.013, -0.0664, -0.0569, -0.0435, -0.0441, -0.0521, -0.0519, -0.0336, -0.0341, -0.0661, -0.0395, -0.0175, 0.0068, 0.009, 0.058, 0.0353, 0.0668, 0.1025, 0.0151, -0.0001, -0.0684, -0.0531, 0.0303, 0.0162, -0.0199, -0.0839, -0.074, -0.0887, -0.1095, -0.1197, -0.1712, -0.1759, -0.1366, -0.1296, -0.1178, -0.1178, -0.1036, -0.1087, -0.0916, -0.063, -0.0532, -0.0327, -0.0342, -0.0323, 0.0, -0.002, -0.0231, -0.0248, -0.0009, -0.0565, -0.0118, 0.0291, 0.0323, 0.0331, 0.0333, 0.0333, 0.0043, -0.0198, -0.0376, -0.0541, -0.0541, -0.1067, -0.0738, -0.0436, -0.0332, -0.0588, -0.0555, -0.0452, -0.0476, -0.0506, -0.0577, -0.0902, -0.0902, -0.1031, -0.1202, -0.1171, -0.0974, -0.1088, -0.1182, -0.1626, -0.1918, -0.2199, -0.2137, -0.1598, -0.2574, -0.3081, -0.2768, -0.2395, -0.2576, -0.278, -0.3128, -0.3007, -0.3007, -0.2921, -0.2795, -0.2822, -0.2803, -0.305, -0.3144, -0.2859, -0.2766, -0.2699, -0.2274, -0.2165, -0.1848, -0.1875, -0.1636, -0.1675, -0.1957, -0.1932, -0.1831, -0.1967, -0.1873, -0.1747, -0.187, -0.1715, -0.1981, -0.1441, -0.1763, -0.1753, -0.2147, -0.2387, -0.268, -0.2215, -0.2204, -0.2099, -0.2099, -0.2128, -0.2014, -0.2509, -0.3056, -0.3185, -0.2956, -0.2778, -0.2435, -0.2403, -0.221, -0.2236, -0.2232, -0.1878, -0.2466, -0.2385, -0.2385, -0.2487, -0.2658, -0.2597, -0.2333, -0.2229, -0.2767, -0.288, -0.2707, -0.2667, -0.2715, -0.2762, -0.3079, -0.2883, -0.2869, -0.2808, -0.2802, -0.2701, -0.2687, -0.2716, -0.2716, -0.2731, -0.2948, -0.2372, -0.1669, -0.1451, -0.1902, -0.2433, -0.2459]}
{"unit_id": "reply:1984278248994570666", "ticker_idx": 0, "ts": "2025-10-31T15:16:15+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought $PLTR at 34 and hold on since! Great stock with still a very bright future imo.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PLTR; sees a very bright future ahead.", "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": "@growthstockpick Bought $PLTR at 34 and hold on since! Great stock with still a very bright future imo.", "reply_text": null, "parent_text": "$PLTR 52 WEEK HIGH 🚨\n\n$PLTR crosses the $200 mark today and is now at $202. All shareholders have received an almost 2000% increase over the last 5 years.\n\nWhat’s the reason for the bullish growth? What are bullish investors looking at right now?\n\nCongrats to all shareholders! https://t.co/ZTuWg1VKNA", "quoted_text": null, "parent_author": "growthstockpick", "ret_m1d": -0.0295305937691287, "ret_signed_m1d": -0.0295305937691287, "alpha_spy_m1d": -0.026261276519938814, "alpha_c_m1d": -0.026261276519938814, "bench_spy_m1d": -0.0032693172491898848, "bench_c_m1d": -0.0032693172491898848, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0334712995172326, "ret_signed_p1d": 0.0334712995172326, "alpha_spy_p1d": 0.03159446924454956, "alpha_c_p1d": 0.03159446924454956, "bench_spy_p1d": 0.0018768302726830388, "bench_c_p1d": 0.0018768302726830388, "ret_p1w": -0.11243581786636958, "ret_signed_p1w": -0.11243581786636958, "alpha_spy_p1w": -0.09617630153115209, "alpha_c_p1w": -0.09617630153115209, "bench_spy_p1w": -0.016259516335217494, "bench_c_p1w": -0.016259516335217494, "ret_p1m": -0.164513371211239, "ret_signed_p1m": -0.164513371211239, "alpha_spy_p1m": -0.1618890028966743, "alpha_c_p1m": -0.1618890028966743, "bench_spy_p1m": -0.0026243683145646957, "bench_c_p1m": -0.0026243683145646957, "ret_p3m": -0.21509450219295145, "ret_signed_p3m": -0.21509450219295145, "alpha_spy_p3m": -0.23769505395452473, "alpha_c_p3m": -0.23769505395452473, "bench_spy_p3m": 0.022600551761573273, "bench_c_p3m": 0.022600551761573273, "ret_p6m": -0.2861774568157319, "ret_signed_p6m": -0.2861774568157319, "alpha_spy_p6m": -0.34069206326695356, "alpha_c_p6m": -0.34069206326695356, "bench_spy_p6m": 0.05451460645122164, "bench_c_p6m": 0.05451460645122164, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.164513371211239, "alpha_spy_stated": -0.1618890028966743, "alpha_c_stated": -0.1618890028966743, "price_path": [-0.1357, -0.1044, -0.0911, -0.0674, -0.0887, -0.0673, -0.0803, -0.097, -0.1162, -0.1319, -0.2131, -0.2218, -0.2209, -0.2082, -0.216, -0.1975, -0.2182, -0.2113, -0.2183, -0.2183, -0.2164, -0.2273, -0.2211, -0.2362, -0.2213, -0.1901, -0.1683, -0.1801, -0.1449, -0.146, -0.1507, -0.1603, -0.1172, -0.0902, -0.1055, -0.0894, -0.1043, -0.1065, -0.1142, -0.1078, -0.09, -0.0774, -0.0669, -0.1367, -0.1045, -0.0913, -0.0844, -0.0748, -0.1249, -0.116, -0.1034, -0.104, -0.1115, -0.1113, -0.0942, -0.0946, -0.1246, -0.0997, -0.079, -0.0563, -0.0542, -0.0083, -0.0295, 0.0, 0.0335, -0.0485, -0.0627, -0.1268, -0.1124, -0.0342, -0.0474, -0.0813, -0.1413, -0.132, -0.1458, -0.1653, -0.1748, -0.2231, -0.2276, -0.1907, -0.1842, -0.1731, -0.1731, -0.1597, -0.1645, -0.1486, -0.1217, -0.1125, -0.0933, -0.0947, -0.0929, -0.0627, -0.0645, -0.0843, -0.0859, -0.0635, -0.1156, -0.0737, -0.0354, -0.0324, -0.0316, -0.0314, -0.0314, -0.0587, -0.0813, -0.0979, -0.1133, -0.1133, -0.1627, -0.1318, -0.1036, -0.0937, -0.1178, -0.1146, -0.1051, -0.1073, -0.1101, -0.1167, -0.1472, -0.1472, -0.1593, -0.1753, -0.1724, -0.154, -0.1646, -0.1734, -0.2151, -0.2425, -0.2688, -0.2629, -0.2125, -0.3039, -0.3515, -0.3221, -0.2871, -0.3041, -0.3232, -0.3559, -0.3445, -0.3445, -0.3365, -0.3247, -0.3271, -0.3254, -0.3485, -0.3573, -0.3306, -0.3219, -0.3157, -0.2759, -0.2656, -0.2358, -0.2384, -0.216, -0.2197, -0.2461, -0.2438, -0.2343, -0.247, -0.2382, -0.2264, -0.2379, -0.2234, -0.2484, -0.1977, -0.2279, -0.227, -0.2639, -0.2864, -0.3139, -0.2703, -0.2693, -0.2594, -0.2594, -0.2621, -0.2514, -0.2979, -0.3491, -0.3612, -0.3397, -0.3231, -0.2909, -0.2879, -0.2698, -0.2723, -0.2719, -0.2387, -0.2938, -0.2862, -0.2862]}
{"unit_id": "orig:1992164434287194113", "ticker_idx": 0, "ts": "2025-11-22T09:33:08+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": "$BTC met a massive support level at 83.7K, hopefully this holds and we can move forward again", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BTC hit massive support at $83.7K; hopes it holds and moves higher from here.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "crypto_spy_fallback (SPY)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Good Morning everyone!\n\nAgain not the best week for the portfolio in an awful November month. \n\n$NVDA could not turn around the market favours. $BTC met a massive support level at 83.7K, hopefully this holds and we can move forward again. https://t.co/bf2Ii7dWa4", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.036024184166720374, "ret_signed_m1d": -0.036024184166720374, "alpha_spy_m1d": -0.02151925504731389, "alpha_c_m1d": -0.02151925504731389, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.014504929119406484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010520742688141405, "ret_signed_p1d": -0.010520742688141405, "alpha_spy_p1d": -0.019926763645871426, "alpha_c_p1d": -0.019926763645871426, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.009406020957730021, "ret_p1w": -0.022079752663862307, "ret_signed_p1w": -0.022079752663862307, "alpha_spy_p1w": -0.03933636393430184, "alpha_c_p1w": -0.03933636393430184, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.017256611270439537, "ret_p1m": -0.009703829631764305, "ret_signed_p1m": -0.009703829631764305, "alpha_spy_p1m": -0.04149978790477438, "alpha_c_p1m": -0.04149978790477438, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.03179595827301007, "ret_p3m": -0.24145126595856914, "ret_signed_p3m": -0.24145126595856914, "alpha_spy_p3m": -0.26802785347882885, "alpha_c_p3m": -0.26802785347882885, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.02657658752025971, "ret_p6m": -0.13050394065405435, "ret_signed_p6m": -0.13050394065405435, "alpha_spy_p6m": -0.23395066158686373, "alpha_c_p6m": -0.23395066158686373, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.10344672093280938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009703829631764305, "alpha_spy_stated": -0.04149978790477438, "alpha_c_stated": -0.04149978790477438, "price_path": [0.26, 0.275, 0.2282, 0.2377, 0.2598, 0.2657, 0.2544, 0.2535, 0.2696, 0.2635, 0.291, 0.3086, 0.3153, 0.3079, 0.3237, 0.3194, 0.327, 0.3106, 0.2773, 0.269, 0.2839, 0.2354, 0.2429, 0.296, 0.2921, 0.3442, 0.3672, 0.3851, 0.4133, 0.3759, 0.3975, 0.3788, 0.2826, 0.3059, 0.2815, 0.255, 0.2256, 0.2062, 0.2528, 0.2289, 0.22, 0.247, 0.2579, 0.2928, 0.2797, 0.2468, 0.227, 0.2411, 0.2071, 0.1509, 0.177, 0.1476, 0.1711, 0.2008, 0.1668, 0.1517, 0.1295, 0.0694, 0.0433, 0.053, 0.0362, -0.0186, -0.036, 0.0, -0.0105, 0.0255, 0.0342, 0.03, -0.0221, 0.0349, 0.0596, 0.0439, 0.0127, 0.0268, 0.0501, 0.0425, 0.048, 0.0227, -0.021, -0.0048, -0.0241, -0.0318, -0.0019, 0.0025, -0.0097, -0.0075, -0.0117, -0.011, -0.0128, 0.0018, -0.0086, 0.0052, 0.019, 0.0636, 0.0618, 0.0344, 0.0312, 0.0254, 0.0331, 0.0799, 0.0981, 0.0825, 0.0822, 0.0485, 0.0005, 0.0125, 0.0135, 0.014, -0.0, 0.0094, 0.0104, -0.042, -0.0469, -0.1086, -0.1432, -0.1728, -0.2897, -0.2007, -0.2056, -0.2206, -0.2411, -0.2498, -0.2199, -0.2201, -0.2354, -0.2475, -0.2415, -0.2296, -0.268, -0.274, -0.2301, -0.2358, -0.2536, -0.2209, -0.2263, -0.1763, -0.1975, -0.2281, -0.2251, -0.2078, -0.2047, -0.2014, -0.196, -0.1519, -0.1625, -0.1929, -0.208, -0.2011, -0.1966, -0.2011, -0.1921, -0.2207, -0.2485, -0.2445, -0.227, -0.2288, -0.2422, -0.2418, -0.2199, -0.185, -0.1943, -0.187, -0.1732, -0.1562, -0.1596, -0.1525, -0.1486, -0.1262, -0.1405, -0.135, -0.1141, -0.1133, -0.1225, -0.1235, -0.135, -0.1415, -0.1356, -0.1143, -0.0956, -0.0832, -0.0775, -0.0936, -0.0916, -0.0741, -0.0883, -0.1019, -0.0818, -0.1043, -0.1282, -0.1305]}
{"unit_id": "orig:2009302984002326821", "ticker_idx": 0, "ts": "2026-01-08T16:35:37+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO is by far the cheapest pharma stock at the moment. Even if the board made some mistakes and $LLY is currently the market leader, a P/E of at least 30 should be the target for $NVO.", "tweet_type": "analysis", "timeline": "years", "summary": "NVO is cheapest big pharma at 15.7x P/E with 22% EPS growth; targets P/E of 30+. LLY implicitly expensive at 54x with forward P/E still elevated.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$NVO is by far the cheapest pharma stock at the moment. It has a current P/E of 15.7 and a 5-year (CAGR) EPS growth of 22.19%. If they continue this EPS growth, the P/E will be only 5.76 in 5 years. \n\nLet's compare it to other big pharma players\n$NVO: Current P/E of 15.7 with EPS growth of 22.19% -> P/E of 5.76 in 5 years. \n$LLY: Current P/E of 54.2 with EPS growth of 26.11% -> P/E of 16.99 in 5 years. \n$ROG: Current P/E of 28.8 with EPS decline of 7.31% -> P/E of 42.09 in 5 years. \n$PFE: Current P/E of 14.8 with EPS growth of 8.26% -> P/E of 9.95 in 5 years. \n$AZN: Current P/E of 32 with EPS growth of 20.98% -> P/E of 12.35 in 5 years. \n\nEven if the board made some mistakes and $LLY is currently the market leader, a P/E of at least 30 should be the target for $NVO.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013428675944000545, "ret_signed_m1d": -0.013428675944000545, "alpha_spy_m1d": -0.013530213567116034, "alpha_c_m1d": -0.013530213567116034, "bench_spy_m1d": 0.00010153762311548853, "bench_c_m1d": 0.00010153762311548853, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02563655689603994, "ret_signed_p1d": 0.02563655689603994, "alpha_spy_p1d": 0.019023173899151313, "alpha_c_p1d": 0.019023173899151313, "bench_spy_p1d": 0.006613382996888628, "bench_c_p1d": 0.006613382996888628, "ret_p1w": -0.003836803965469815, "ret_signed_p1w": -0.003836803965469815, "alpha_spy_p1w": -0.007796148336770448, "alpha_c_p1w": -0.007796148336770448, "bench_spy_p1w": 0.003959344371300633, "bench_c_p1w": 0.003959344371300633, "ret_p1m": -0.16916641930297505, "ret_signed_p1m": -0.16916641930297505, "alpha_spy_p1m": -0.1707762489280048, "alpha_c_p1m": -0.1707762489280048, "bench_spy_p1m": 0.0016098296250297572, "bench_c_p1m": 0.0016098296250297572, "ret_p3m": -0.33268804974051636, "ret_signed_p3m": -0.33268804974051636, "alpha_spy_p3m": -0.2913692673448086, "alpha_c_p3m": -0.2913692673448086, "bench_spy_p3m": -0.04131878239570774, "bench_c_p3m": -0.04131878239570774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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, -0.0119, -0.0108, -0.0218, -0.0518, -0.0279, -0.0446, -0.0691, -0.0717, -0.0764, -0.0776, -0.0923, -0.1041, -0.1273, -0.1374, -0.1435, -0.1585, -0.1549, -0.1889, -0.2033, -0.1988, -0.1428, -0.1235, -0.1427, -0.1584, -0.1549, -0.1707, -0.1454, -0.1699, -0.1693, -0.2157, -0.1793, -0.1505, -0.1505, -0.1393, -0.1554, -0.1728, -0.1704, -0.1631, -0.1653, -0.1843, -0.1915, -0.1446, -0.123, -0.1249, -0.1216, -0.1461, -0.1669, -0.1697, -0.1613, -0.1611, -0.0999, -0.0834, -0.0834, -0.0862, -0.1024, -0.1067, -0.1127, -0.1127, -0.0863, -0.0389, -0.0188, -0.0134, 0.0, 0.0256, 0.0439, 0.0401, 0.0274, -0.0038, 0.087, 0.087, 0.0582, 0.0345, 0.0853, 0.0858, 0.1158, 0.0968, 0.0521, 0.0347, 0.0364, 0.0277, -0.1228, -0.177, -0.2442, -0.1692, -0.139, -0.1434, -0.15, -0.1467, -0.1355, -0.1355, -0.139, -0.1414, -0.155, -0.173, -0.3089, -0.327, -0.3345, -0.3439, -0.3469, -0.3415, -0.3607, -0.3286, -0.3186, -0.3272, -0.3062, -0.3247, -0.3228, -0.3369, -0.338, -0.3272, -0.3298, -0.3469, -0.3533, -0.3629, -0.3579, -0.3566, -0.3664, -0.3652, -0.3715, -0.362, -0.3356, -0.3405, -0.3314, -0.3314, -0.337, -0.3327, -0.32, -0.3231, -0.3217, -0.3133, -0.2891, -0.2622, -0.26, -0.2674, -0.2685, -0.2873, -0.2922, -0.3036, -0.2557, -0.2551, -0.2557, -0.2716, -0.2367, -0.2067, -0.1975, -0.1888, -0.1727, -0.172, -0.1671, -0.1611, -0.1503, -0.1488, -0.172, -0.1911, -0.1994, -0.1994, -0.1852, -0.1975, -0.1871, -0.1871, -0.2011, -0.1946, -0.1772, -0.1759, -0.2032, -0.224, -0.2407, -0.209, -0.2233, -0.2584, -0.2372, -0.226, -0.2052, -0.2067, -0.206, -0.2126, -0.2132, -0.2191, -0.2191, -0.1705, -0.1427, -0.1429, -0.1387, -0.1309, null, null, null, null, null]}
{"unit_id": "reply:2001014616521105856", "ticker_idx": 0, "ts": "2025-12-16T19:40:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "i'll keep adding $IREN at the moment", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Actively adding to IREN position; expects the negative narrative to reverse soon.", "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": "@TheTechInvest The narrative is extremely negative at the moment. It will change soon, i’ll keep adding $IREN at the moment.", "reply_text": null, "parent_text": "🚨 $IREN highest Wall Street PT is $136. That’s a 289% upside. \n\n$IREN bulls on Nov 5th: it’s a $1000 stock\n\n$IREN bears today: it’s a $10 stock\n\nThese bears repeated this nonsense in the worst week of April before the reversal. \n\nAll you need to know is that the street has been", "quoted_text": null, "parent_author": "TheTechInvest", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "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:1984643784161071542", "ticker_idx": 0, "ts": "2025-11-01T15:28:45+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This highlights the successful monetization of $GOOGL AI strategy. The infrastructure and enterprise AI adoption are clearly hitting an inflection point.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL: AI monetization succeeding, enterprise AI adoption at inflection point.", "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": "@StockSavvyShay @fiscal_ai This highlights the successful monetization of $GOOGL AI strategy. The infrastructure and enterprise AI adoption are clearly hitting an inflection point.", "reply_text": null, "parent_text": "$GOOGL Cloud took over a decade to reach $10B in ARR.\n\nIt added the next $10B in just six months.\n\nThe past six months moved faster than the first decade and it shows how quickly the AI economy is compounding. https://t.co/Nyl85wimLY", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.008917334193216275, "ret_signed_m1d": -0.008917334193216275, "alpha_spy_m1d": -0.007044019813670976, "alpha_c_m1d": -0.019657747909888945, "bench_spy_m1d": -0.0018733143795452989, "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": -0.021782061481776416, "ret_signed_p1d": -0.021782061481776416, "alpha_spy_p1d": -0.009928514121757326, "alpha_c_p1d": -0.014915226264676007, "bench_spy_p1d": -0.01185354736001909, "bench_c_p1d": -0.006866835217100409, "ret_p1w": 0.02248689537053461, "ret_signed_p1w": 0.02248689537053461, "alpha_spy_p1w": 0.02526746272154956, "alpha_c_p1w": 0.025216035221127253, "bench_spy_p1w": -0.002780567351014951, "bench_c_p1w": -0.0027291398505926434, "ret_p1m": 0.11310439236529102, "ret_signed_p1m": 0.11310439236529102, "alpha_spy_p1m": 0.11575311354296558, "alpha_c_p1m": 0.09866647806033657, "bench_spy_p1m": -0.0026487211776745623, "bench_c_p1m": 0.014437914304954447, "ret_p3m": 0.19297629796669424, "ret_signed_p3m": 0.19297629796669424, "alpha_spy_p3m": 0.17431682232000623, "alpha_c_p3m": 0.13497990736055243, "bench_spy_p3m": 0.018659475646688017, "bench_c_p3m": 0.05799639060614181, "ret_p6m": 0.2345099820213472, "ret_signed_p6m": 0.2345099820213472, "alpha_spy_p6m": 0.187092460403393, "alpha_c_p6m": 0.20893293715902694, "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": 0.11310439236529102, "alpha_spy_stated": 0.11575311354296558, "alpha_c_stated": 0.09866647806033657, "price_path": [-0.3095, -0.308, -0.2907, -0.2922, -0.2839, -0.2888, -0.2854, -0.282, -0.2834, -0.2902, -0.2981, -0.2966, -0.2743, -0.2658, -0.2706, -0.2694, -0.2547, -0.2502, -0.2502, -0.2557, -0.1877, -0.182, -0.1725, -0.1751, -0.1554, -0.157, -0.1528, -0.1513, -0.1132, -0.1148, -0.1205, -0.1117, -0.1022, -0.1099, -0.113, -0.1289, -0.1337, -0.131, -0.1398, -0.1432, -0.1368, -0.134, -0.1352, -0.1173, -0.1338, -0.1378, -0.1487, -0.1662, -0.1395, -0.1349, -0.1152, -0.1137, -0.1072, -0.0958, -0.1172, -0.1129, -0.108, -0.0839, -0.0509, -0.0573, -0.0323, -0.0079, -0.0089, 0.0, -0.0218, 0.0021, 0.0036, -0.0172, 0.0225, 0.0268, 0.0105, -0.0182, -0.0258, 0.0046, 0.002, 0.032, 0.0202, 0.0562, 0.1229, 0.14, 0.1277, 0.1277, 0.1285, 0.1099, 0.1131, 0.1266, 0.1195, 0.1323, 0.1065, 0.1183, 0.1294, 0.1019, 0.0908, 0.0871, 0.0812, 0.0465, 0.0667, 0.0833, 0.0926, 0.1087, 0.1078, 0.1078, 0.1057, 0.1059, 0.1069, 0.1039, 0.1039, 0.1115, 0.1164, 0.1086, 0.1356, 0.1478, 0.1588, 0.1704, 0.1849, 0.1845, 0.1737, 0.1639, 0.1639, 0.1357, 0.1582, 0.1658, 0.1566, 0.1754, 0.1799, 0.1851, 0.193, 0.1921, 0.2122, 0.1981, 0.1746, 0.1683, 0.1387, 0.1438, 0.1236, 0.0967, 0.0898, 0.0782, 0.0782, 0.0652, 0.0698, 0.0681, 0.1109, 0.0986, 0.0965, 0.1036, 0.0841, 0.0995, 0.0811, 0.0707, 0.0691, 0.0612, 0.0529, 0.0813, 0.0837, 0.0895, 0.0713, 0.0669, 0.0784, 0.0974, 0.086, 0.084, 0.0623, 0.0661, 0.0251, 0.0268, -0.0085, -0.0317, -0.0347, 0.0149, 0.0496, 0.0439, 0.0439, 0.0588, 0.0781, 0.1199, 0.1241, 0.1197, 0.134, 0.175, 0.1898, 0.1859, 0.2059, 0.1909, 0.1728, 0.1976, 0.1961, 0.2155, 0.2365, 0.2345]}
{"unit_id": "quote:2027806358356046150", "ticker_idx": 0, "ts": "2026-02-28T18:01:25+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Datacenters are going to space and Rocket Lab just introduced the necessary next improvement.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RKLB: new radiation-hardened silicon solar arrays position it as a key enabler of space-based data centers, a heavily overlooked catalyst from 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": "quote", "lang": "en", "tweet_text": "I think the fact that $RKLB introduced new solar arrays is heavily overlooked in their earnings. \n\nDatacenters are going to space and Rocket Lab just introduced the necessary next improvement. \n\nHere is what you need to know about the new solar arrays from an investment perspective:\n\nThe Technology Shift: Rocket Lab is introducing radiation-hardened silicon solar cell modules. This is a strategic expansion from traditional (and more expensive) gallium arsenide and germanium cells. They are also offering a hybrid option that mixes both cell types.\n\nCost and Scalability: Silicon allows for mass-manufacturable, lightweight, and flexible modules. This drastically lowers the cost per watt, which is an absolute necessity if you want to power gigawatt-scale infrastructure in space. \n\nSupply Chain De-risking: By leaning into silicon, Rocket Lab reduces its reliance on critical minerals like gallium and germanium. These materials are heavily subject to geopolitical bottlenecks and export restrictions. \n\nSolving Terrestrial Bottlenecks: Terrestrial AI data centers are facing severe land, power grid, and water-cooling constraints. Space-based data centers theoretically bypass this by utilizing limitless solar energy and the ambient cold of space for cooling.\n\n$RKLB is now building the next generation of space solar panels. Interesting to see if they will supply them for project suncatcher.", "reply_text": null, "parent_text": null, "quoted_text": "$RKLB just posted a strong Q4 double beat. Despite this double beat, the stock is down 2.5%. Mainly because of a small delay in Neutron. \n\nFinancially, the company is thriving. 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{"unit_id": "reply:1993948075929514041", "ticker_idx": 0, "ts": "2025-11-27T07:40:41+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $IREN and $NBIS as well", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions in both IREN and NBIS.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio Long $IREN and $NBIS as well", "reply_text": null, "parent_text": "You don’t have to choose only one.\n$NBIS $IREN $CIFR can all win.\n\nBUT… I think the market is sleeping on $NBIS.\nCheaper, better long-term upside, best management and employees and their AI cloud will become a major player if they execute.\n\nMost \"bare-metal bulls\" ignore this", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": 0.013386307702680122, "ret_signed_m1d": 0.013386307702680122, "alpha_spy_m1d": 0.018815109176223532, "alpha_c_m1d": 0.02051179876757958, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.0071254910648994585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014222971881269642, "ret_signed_p1d": 0.014222971881269642, "alpha_spy_p1d": 0.018788532234710442, "alpha_c_p1d": 0.02247351380840157, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.008250541927131927, "ret_p1w": -0.0648400376443028, "ret_signed_p1w": -0.0648400376443028, "alpha_spy_p1w": -0.06820556136447764, "alpha_c_p1w": -0.07140289467545435, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.006562857031151559, "ret_p1m": -0.17569548806939705, "ret_signed_p1m": -0.17569548806939705, "alpha_spy_p1m": -0.18519591316116712, "alpha_c_p1m": -0.21663578413465134, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.04094029606525429, "ret_p3m": -0.07906300952557244, "ret_signed_p3m": -0.07906300952557244, "alpha_spy_p3m": -0.0963418800827196, "alpha_c_p3m": -0.055085648106150575, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": -0.02397736141942186, "ret_p6m": 0.18866346368278242, "ret_signed_p6m": 0.18866346368278242, "alpha_spy_p6m": 0.09136080851843298, "alpha_c_p6m": 0.20629980704665485, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": -0.01763634336387243, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17569548806939705, "alpha_spy_stated": -0.18519591316116712, "alpha_c_stated": -0.21663578413465134, "price_path": [-0.3911, -0.41, -0.4535, -0.453, -0.4522, -0.3685, -0.2966, -0.3129, -0.2897, -0.2232, -0.2376, -0.2073, -0.2403, -0.1918, -0.1236, -0.1263, -0.014, -0.0318, -0.1245, -0.0393, -0.0184, -0.0153, -0.0165, 0.0554, 0.2079, 0.2901, 0.2568, 0.3355, 0.2502, 0.3416, 0.4549, 0.4219, 0.2932, 0.27, 0.2387, 0.1545, 0.0841, 0.1684, 0.3156, 0.3593, 0.3056, 0.2638, 0.2177, 0.2707, 0.4171, 0.3936, 0.5982, 0.4005, 0.3047, 0.2585, 0.2002, 0.165, 0.0176, -0.0301, -0.0084, 0.0218, -0.0414, -0.0908, -0.1161, 0.0142, -0.0071, 0.0134, 0.0134, 0.0, 0.0142, -0.1399, -0.0805, -0.0284, -0.0648, -0.0307, -0.0203, -0.0814, -0.0809, -0.1606, -0.2579, -0.2347, -0.2935, -0.2512, -0.165, -0.1207, -0.1201, -0.1219, -0.1219, -0.1571, -0.1757, -0.1989, -0.21, -0.21, -0.1069, 0.009, -0.0397, -0.0875, -0.0446, -0.0372, 0.0527, 0.1083, 0.106, 0.0853, 0.2094, 0.2094, 0.1349, 0.1186, 0.0931, 0.1855, 0.0952, 0.2548, 0.3165, 0.2516, 0.124, 0.1102, 0.1376, -0.06, -0.1677, -0.1251, -0.0347, -0.1021, -0.1075, -0.1627, -0.1169, -0.1169, -0.1431, -0.1198, -0.0945, -0.1638, -0.114, -0.0494, -0.0791, -0.0747, -0.1435, -0.1343, -0.1874, -0.083, -0.1607, -0.2324, -0.1876, -0.2027, -0.1219, -0.1347, -0.1303, -0.06, -0.1014, -0.1171, -0.1286, -0.1364, -0.1182, -0.1399, -0.1334, -0.2167, -0.2661, -0.3386, -0.283, -0.287, -0.2727, -0.2727, -0.2652, -0.2525, -0.2297, -0.2248, -0.1776, -0.0991, -0.0092, 0.0211, -0.0023, 0.0065, 0.019, -0.0552, 0.0121, 0.0881, 0.0592, 0.0115, -0.0705, -0.1035, -0.0481, -0.045, 0.0349, 0.1449, 0.2755, 0.1891, 0.2801, 0.1535, 0.183, 0.1539, 0.2215, 0.1073, 0.0554, -0.0015, 0.1025, 0.2144, 0.1887, 0.1887]}
{"unit_id": "reply:1993948075929514041", "ticker_idx": 1, "ts": "2025-11-27T07:40:41+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long $IREN and $NBIS as well", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long positions in both IREN and 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": "@babyfolio Long $IREN and $NBIS as well", "reply_text": null, "parent_text": "You don’t have to choose only one.\n$NBIS $IREN $CIFR can all win.\n\nBUT… I think the market is sleeping on $NBIS.\nCheaper, better long-term upside, best management and employees and their AI cloud will become a major player if they execute.\n\nMost \"bare-metal bulls\" ignore this", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.0018973363546388455, "ret_signed_m1d": -0.0018973363546388455, "alpha_spy_m1d": 0.0035314651189045643, "alpha_c_m1d": 0.006162298659709298, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.008059635014348143, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05565509251012535, "ret_signed_p1d": 0.05565509251012535, "alpha_spy_p1d": 0.06022065286356615, "alpha_c_p1d": 0.06033490210464232, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.00467980959451697, "ret_p1w": 0.03341412540498245, "ret_signed_p1w": 0.03341412540498245, "alpha_spy_p1w": 0.030048601684807608, "alpha_c_p1w": 0.018334842716034805, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.015079282688947648, "ret_p1m": -0.09307475045237956, "ret_signed_p1m": -0.09307475045237956, "alpha_spy_p1m": -0.10257517554414963, "alpha_c_p1m": -0.1180479234759032, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.024973173023523643, "ret_p3m": 0.11858332111627679, "ret_signed_p3m": 0.11858332111627679, "alpha_spy_p3m": 0.10130445055912962, "alpha_c_p3m": 0.10569523063924624, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": 0.012888090477030545, "ret_p6m": 1.2638347006920334, "ret_signed_p6m": 1.2638347006920334, "alpha_spy_p6m": 1.166532045527684, "alpha_c_p6m": 1.2567852971569304, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": 0.007049403535102972, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09307475045237956, "alpha_spy_stated": -0.10257517554414963, "alpha_c_stated": -0.1180479234759032, "price_path": [-0.3073, -0.308, -0.3158, -0.3099, -0.3248, 0.009, -0.0156, -0.0599, -0.047, -0.0412, -0.0573, -0.0083, -0.0079, 0.0468, 0.1236, 0.1363, 0.1935, 0.1378, 0.1352, 0.1618, 0.1834, 0.2186, 0.3268, 0.349, 0.317, 0.2406, 0.286, 0.3981, 0.3659, 0.4278, 0.3508, 0.3263, 0.2969, 0.1957, 0.1489, 0.0992, 0.0395, 0.119, 0.236, 0.3221, 0.2842, 0.3186, 0.3089, 0.3789, 0.2698, 0.1652, 0.2333, 0.1536, 0.173, 0.159, 0.0775, -0.0054, -0.0658, -0.1194, -0.0937, -0.0456, 0.0021, -0.1078, -0.1224, -0.0313, -0.0631, -0.0019, -0.0019, 0.0, 0.0557, 0.0167, 0.0427, 0.0836, 0.0334, 0.0576, 0.0162, -0.0135, -0.0062, -0.0757, -0.1447, -0.1467, -0.2047, -0.1769, -0.057, -0.0173, -0.051, -0.0394, -0.0394, -0.0767, -0.0931, -0.1022, -0.1177, -0.1177, -0.0519, -0.0215, 0.0566, 0.0141, 0.0256, 0.0323, 0.1313, 0.1113, 0.0749, 0.095, 0.1461, 0.1461, 0.0466, 0.0422, 0.0209, -0.0039, -0.0359, 0.0316, 0.0586, 0.0004, -0.102, -0.0707, -0.0519, -0.1315, -0.2214, -0.0924, -0.021, -0.0325, -0.066, -0.0542, 0.0331, 0.0331, 0.0279, 0.073, 0.1343, 0.0321, 0.0605, 0.0813, 0.1186, 0.1055, -0.0388, -0.0407, -0.0851, 0.0307, 0.0082, -0.0584, 0.0007, 0.0164, 0.1805, 0.1388, 0.1906, 0.3687, 0.2262, 0.2497, 0.2809, 0.2398, 0.2032, 0.2112, 0.2131, 0.117, 0.0627, -0.0275, 0.0937, 0.0746, 0.147, 0.147, 0.1863, 0.2375, 0.3176, 0.437, 0.5281, 0.6292, 0.707, 0.7579, 0.7428, 0.6564, 0.6777, 0.6502, 0.6458, 0.6557, 0.5512, 0.528, 0.4284, 0.4882, 0.457, 0.6284, 0.8596, 0.8543, 1.0564, 0.9476, 0.8662, 0.9616, 0.888, 1.1848, 1.3311, 1.3183, 1.1067, 1.0842, 1.0219, 1.3182, 1.2638, 1.2638]}
{"unit_id": "reply:1970867484195766613", "ticker_idx": 0, "ts": "2025-09-24T15:06:39+00:00", "symbol": "TTD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can add $TTD and $XYZ to the list imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adds TTD and XYZ to beaten-down buy list; avoids LULU and CAVA.", "resolved_tickers": ["TTD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Ashton_1nvests You can add $TTD and $XYZ to the list imo, not a fan of $LULU and $CAVA though", "reply_text": null, "parent_text": "My favorite beaten-down stocks right now:\n\n- $UNH\n- $PYPL\n- $ADBE\n- $CRM\n- $NKE\n- $LULU\n- $CAVA\n- $NVO\n\nWhich one are you buying here?", "quoted_text": null, "parent_author": "Ashton_1nvests", "ret_m1d": -0.00021332028506626521, "ret_signed_m1d": -0.00021332028506626521, "alpha_spy_m1d": -0.0034051398139600675, "alpha_c_m1d": -0.0034051398139600675, "bench_spy_m1d": 0.0031918195288938023, "bench_c_m1d": 0.0031918195288938023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0023469300801868265, "ret_signed_p1d": -0.0023469300801868265, "alpha_spy_p1d": 0.0022665374843249264, "alpha_c_p1d": 0.0022665374843249264, "bench_spy_p1d": -0.004613467564511753, "bench_c_p1d": -0.004613467564511753, "ret_p1w": 0.05227225984152439, "ret_signed_p1w": 0.05227225984152439, "alpha_spy_p1w": 0.04115441739535153, "alpha_c_p1w": 0.04115441739535153, "bench_spy_p1w": 0.011117842446172865, "bench_c_p1w": 0.011117842446172865, "ret_p1m": 0.15489657140341073, "ret_signed_p1m": 0.15489657140341073, "alpha_spy_p1m": 0.13877186926343565, "alpha_c_p1m": 0.13877186926343565, "bench_spy_p1m": 0.016124702139975078, "bench_c_p1m": 0.016124702139975078, "ret_p3m": -0.20439509781683252, "ret_signed_p3m": -0.20439509781683252, "alpha_spy_p3m": -0.2433508790893193, "alpha_c_p3m": -0.2433508790893193, "bench_spy_p3m": 0.03895578127248678, "bench_c_p3m": 0.03895578127248678, "ret_p6m": -0.49839981300088254, "ret_signed_p6m": -0.49839981300088254, "alpha_spy_p6m": -0.4993825486158655, "alpha_c_p6m": -0.4993825486158655, "bench_spy_p6m": 0.0009827356149829658, "bench_c_p6m": 0.0009827356149829658, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15489657140341073, "alpha_spy_stated": 0.13877186926343565, "alpha_c_stated": 0.13877186926343565, "price_path": [0.4792, 0.536, 0.568, 0.5699, 0.5876, 0.5876, 0.5694, 0.5795, 0.6136, 0.6396, 0.6083, 0.6093, 0.7154, 0.731, 0.7376, 0.7113, 0.7075, 0.7425, 0.8056, 0.8135, 0.8378, 0.8873, 0.8035, 0.8438, 0.8553, 0.8366, 0.9151, 0.8711, 0.9112, 0.8846, 0.157, 0.1345, 0.1365, 0.1598, 0.083, 0.112, 0.1724, 0.1208, 0.1208, 0.1159, 0.1351, 0.1173, 0.1141, 0.1233, 0.1811, 0.1662, 0.1662, 0.156, 0.1472, 0.1077, 0.1109, 0.1101, 0.118, -0.0156, -0.0348, -0.0367, -0.0284, -0.0421, -0.032, -0.0627, -0.0512, -0.0154, -0.0002, 0.0, -0.0023, 0.0058, 0.0591, 0.0457, 0.0523, 0.0856, 0.0999, 0.1338, 0.1412, 0.1536, 0.154, 0.1171, 0.094, 0.0824, 0.0902, 0.0646, 0.0664, 0.12, 0.1504, 0.1498, 0.1549, 0.1095, 0.1438, 0.1024, 0.0659, 0.0448, 0.0728, 0.048, 0.0079, 0.0177, -0.0207, -0.0826, -0.077, -0.057, -0.0657, -0.0853, -0.1054, -0.1421, -0.1365, -0.1425, -0.1818, -0.154, -0.1666, -0.166, -0.1656, -0.1656, -0.156, -0.1555, -0.1476, -0.1762, -0.1604, -0.1455, -0.1604, -0.1594, -0.1632, -0.2102, -0.218, -0.2279, -0.2183, -0.207, -0.2044, -0.205, -0.2044, -0.2012, -0.1867, -0.1867, -0.1826, -0.1809, -0.1867, -0.1901, -0.1901, -0.1961, -0.1442, -0.1521, -0.1754, -0.2042, -0.2044, -0.2127, -0.2076, -0.2078, -0.227, -0.243, -0.243, -0.2714, -0.2462, -0.2144, -0.2202, -0.2786, -0.3132, -0.32, -0.3333, -0.3529, -0.3653, -0.4201, -0.4182, -0.4402, -0.4231, -0.4231, -0.3998, -0.419, -0.4423, -0.4493, -0.4493, -0.4611, -0.4559, -0.4615, -0.4645, -0.4843, -0.4679, -0.4632, -0.489, -0.4918, -0.4811, -0.4666, -0.463, -0.3644, -0.3753, -0.3907, -0.4099, -0.418, -0.4341, -0.4167, -0.4222, -0.4651, -0.4975, -0.4984]}
{"unit_id": "reply:1970867484195766613", "ticker_idx": 1, "ts": "2025-09-24T15:06:39+00:00", "symbol": "XYZ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You can add $TTD and $XYZ to the list imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adds TTD and XYZ to beaten-down buy list; avoids LULU and CAVA.", "resolved_tickers": ["XYZ"], "resolution_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": "@Ashton_1nvests You can add $TTD and $XYZ to the list imo, not a fan of $LULU and $CAVA though", "reply_text": null, "parent_text": "My favorite beaten-down stocks right now:\n\n- $UNH\n- $PYPL\n- $ADBE\n- $CRM\n- $NKE\n- $LULU\n- $CAVA\n- $NVO\n\nWhich one are you buying here?", "quoted_text": null, "parent_author": "Ashton_1nvests", "ret_m1d": 0.0006537201353682409, "ret_signed_m1d": 0.0006537201353682409, "alpha_spy_m1d": -0.0025380993935255614, "alpha_c_m1d": -0.0025380993935255614, "bench_spy_m1d": 0.0031918195288938023, "bench_c_m1d": 0.0031918195288938023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03673679745158864, "ret_signed_p1d": -0.03673679745158864, "alpha_spy_p1d": -0.03212332988707689, "alpha_c_p1d": -0.03212332988707689, "bench_spy_p1d": -0.004613467564511753, "bench_c_p1d": -0.004613467564511753, "ret_p1w": -0.04039739082479754, "ret_signed_p1w": -0.04039739082479754, "alpha_spy_p1w": -0.051515233270970406, "alpha_c_p1w": -0.051515233270970406, "bench_spy_p1w": 0.011117842446172865, "bench_c_p1w": 0.011117842446172865, "ret_p1m": 0.027062357859009678, "ret_signed_p1m": 0.027062357859009678, "alpha_spy_p1m": 0.0109376557190346, "alpha_c_p1m": 0.0109376557190346, "bench_spy_p1m": 0.016124702139975078, "bench_c_p1m": 0.016124702139975078, "ret_p3m": -0.14825463007709094, "ret_signed_p3m": -0.14825463007709094, "alpha_spy_p3m": -0.18721041134957772, "alpha_c_p3m": -0.18721041134957772, "bench_spy_p3m": 0.03895578127248678, "bench_c_p3m": 0.03895578127248678, "ret_p6m": -0.22878803339059617, "ret_signed_p6m": -0.22878803339059617, "alpha_spy_p6m": -0.22977076900557913, "alpha_c_p6m": -0.22977076900557913, "bench_spy_p6m": 0.0009827356149829658, "bench_c_p6m": 0.0009827356149829658, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.027062357859009678, "alpha_spy_stated": 0.0109376557190346, "alpha_c_stated": 0.0109376557190346, "price_path": [-0.1289, -0.1119, -0.1075, -0.095, -0.0949, -0.0949, -0.0926, -0.1131, -0.0978, -0.1011, -0.1484, -0.1021, -0.137, -0.0975, -0.0753, -0.048, 0.0208, 0.0363, 0.042, 0.0429, 0.0556, 0.0533, 0.0221, 0.0144, 0.0101, -0.0322, -0.0048, -0.0157, -0.0047, 0.0047, -0.0405, -0.0452, -0.0255, 0.006, -0.0059, -0.009, 0.0031, -0.0286, -0.0302, -0.0314, 0.0344, 0.0339, 0.0299, 0.0379, 0.0561, 0.0412, 0.0412, -0.0034, -0.0092, -0.0097, -0.0203, -0.0088, -0.0128, -0.0358, -0.0295, -0.0473, -0.0243, -0.0093, -0.0102, 0.0115, 0.0071, 0.012, 0.0007, 0.0, -0.0367, -0.0369, -0.0144, -0.0552, -0.0404, 0.0042, 0.006, 0.0169, 0.0331, 0.0604, 0.057, -0.0238, -0.0192, -0.0041, -0.0047, -0.0255, -0.0169, 0.0001, 0.0162, -0.0075, 0.0271, 0.0399, 0.0478, 0.0482, 0.0003, -0.0336, -0.0072, -0.0286, -0.0511, -0.0371, -0.0727, -0.1443, -0.1267, -0.1383, -0.1401, -0.1855, -0.2093, -0.2301, -0.2464, -0.1894, -0.1901, -0.1901, -0.1913, -0.1673, -0.1498, -0.1498, -0.1267, -0.1587, -0.2141, -0.2011, -0.187, -0.2011, -0.202, -0.1951, -0.1726, -0.1684, -0.1535, -0.163, -0.1561, -0.1663, -0.1582, -0.1459, -0.1483, -0.151, -0.1365, -0.1365, -0.1336, -0.1382, -0.1432, -0.149, -0.149, -0.1483, -0.1051, -0.0848, -0.0656, -0.0828, -0.0907, -0.0814, -0.1207, -0.1422, -0.1513, -0.1378, -0.1378, -0.1812, -0.1633, -0.1496, -0.1263, -0.1384, -0.1556, -0.1604, -0.1867, -0.21, -0.2104, -0.2575, -0.2492, -0.3021, -0.2683, -0.2577, -0.2509, -0.2965, -0.3582, -0.3489, -0.3489, -0.3357, -0.2993, -0.3085, -0.3042, -0.3365, -0.3332, -0.321, -0.2871, -0.1672, -0.1574, -0.1777, -0.1471, -0.1191, -0.1328, -0.1432, -0.1424, -0.1551, -0.2169, -0.2183, -0.2175, -0.2183, -0.2438, -0.2288]}
{"unit_id": "orig:2028594434678345820", "ticker_idx": 0, "ts": "2026-03-02T22:12:57+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their underlying product demand remains strong", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish OUST: record sensor shipments, 36% product growth, and Stereolabs acquisition accelerate Physical AI push despite one-time royalty boosting Q4 profit.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST latest report sent the stock soaring 17%, driven by a surprise $4 million profit in Q4. \n\nIt's vital to note this profit was heavily fueled by a one-time $21 million royalty payment for their intellectual property.\n\nLooking past that cash injection, their core business is genuinely thriving. They shipped a record 8,100 lidar sensors, driving steady 36% growth in everyday product sales. \n\nTheir recent purchase of Stereolabs also accelerates their shift into Physical AI applications like warehouse robotics and smart infrastructure. Ultimately, their underlying product demand remains strong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06767952853712411, "ret_signed_m1d": -0.06767952853712411, "alpha_spy_m1d": -0.0765722515372671, "alpha_c_m1d": -0.0825158487763955, "bench_spy_m1d": 0.008892723000142988, "bench_c_m1d": 0.014836320239271394, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030386734266897975, "ret_signed_p1d": 0.030386734266897975, "alpha_spy_p1d": 0.023331468499403485, "alpha_c_p1d": 0.013368595683999729, "bench_spy_p1d": 0.00705526576749449, "bench_c_p1d": 0.017018138582898246, "ret_p1w": 0.029926406373284475, "ret_signed_p1w": 0.029926406373284475, "alpha_spy_p1w": 0.03455662182558461, "alpha_c_p1w": 0.013490071182889585, "bench_spy_p1w": -0.004630215452300135, "bench_c_p1w": 0.01643633519039489, "ret_p1m": -0.14272553278650735, "ret_signed_p1m": -0.14272553278650735, "alpha_spy_p1m": -0.10847656738775802, "alpha_c_p1m": -0.12510912677628916, "bench_spy_p1m": -0.03424896539874933, "bench_c_p1m": -0.01761640601021819, "ret_p3m": 1.1201657777561165, "ret_signed_p3m": 1.1201657777561165, "alpha_spy_p3m": 1.0051982081141604, "alpha_c_p3m": 0.7292020187677826, "bench_spy_p3m": 0.11496756964195609, "bench_c_p3m": 0.3909637589883339, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14272553278650735, "alpha_spy_stated": -0.10847656738775802, "alpha_c_stated": -0.12510912677628916, "price_path": [0.1966, 0.1409, 0.1745, 0.1653, 0.1842, 0.215, 0.1169, 0.017, 0.0359, -0.0428, -0.0147, 0.0235, 0.0552, 0.0428, 0.0295, 0.0295, 0.0115, -0.0157, -0.0106, -0.0037, -0.0037, 0.076, 0.1418, 0.1832, 0.1832, 0.2744, 0.2831, 0.2578, 0.2482, 0.2776, 0.2615, 0.2136, 0.2136, 0.128, 0.1644, 0.2541, 0.1436, 0.1128, 0.1238, 0.0994, 0.081, -0.041, -0.064, -0.0668, -0.1169, -0.2035, -0.1059, -0.0304, -0.0764, -0.1303, -0.1634, -0.1358, -0.1358, -0.1436, -0.1441, -0.1215, -0.1427, -0.1685, -0.1413, -0.0884, -0.0962, -0.1275, -0.0677, 0.0, 0.0304, -0.0249, -0.0668, -0.0539, 0.0299, 0.1395, 0.0387, -0.0115, -0.0193, -0.0152, -0.0451, -0.0304, -0.0769, -0.0249, -0.0529, -0.0691, -0.111, -0.1869, -0.2343, -0.1542, -0.1427, -0.1027, -0.1027, -0.111, -0.11, -0.0672, -0.0778, -0.0474, 0.0074, 0.0783, 0.1252, 0.1128, 0.1169, 0.2495, 0.2712, 0.2781, 0.2159, 0.2993, 0.2394, 0.203, 0.1759, 0.2413, 0.2178, 0.296, 0.3168, 0.3534, 0.1285, 0.1602, 0.2339, 0.2477, 0.5732, 0.605, 0.605, 0.4153, 0.3683, 0.4213, 0.6156, 0.7049, 0.7049, 0.9659, 1.0364, 0.9489, 1.1202, 1.0686, 1.1192, 1.0239, 1.168, 0.8269, 0.8821, 0.7735, 0.7675, 0.8237, 0.8324, 1.0801, 0.9673, 0.8748, 1.1441, 1.1441, 1.1952, 1.0792, 0.8743, 0.9254, 0.9346, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1985648887143583947", "ticker_idx": 0, "ts": "2025-11-04T10:02:40+00:00", "symbol": "UPWK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This constant EPS beat and growth is only seen at the best companies.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish UPWK: Q3 double beat with GSV growth, record 30% adj. EBITDA margins, AI acceleration, and raised guidance signal durable quality.", "resolved_tickers": ["UPWK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Very impressive Q3 double beat for $UPWK. \n\nResults showed a return to GSV growth and record 30% adjusted EBITDA margins. AI-related work accelerated, prompting a raise in full-year guidance.\n\nThis constant EPS beat and growth is only seen at the best companies.\n\nStock up 17% 📈 https://t.co/b0R6ws59u6", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11694918413973943, "ret_signed_m1d": -0.11694918413973943, "alpha_spy_m1d": -0.12894492356515608, "alpha_c_m1d": -0.12386349881636338, "bench_spy_m1d": 0.011995739425416652, "bench_c_m1d": 0.006914314676623956, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07457635849014721, "ret_signed_p1d": -0.07457635849014721, "alpha_spy_p1d": -0.07804174369127626, "alpha_c_p1d": -0.07998373077009135, "bench_spy_p1d": 0.0034653852011290454, "bench_c_p1d": 0.005407372279944145, "ret_p1w": 0.014124293176498215, "ret_signed_p1w": 0.014124293176498215, "alpha_spy_p1w": 0.002632188883013198, "alpha_c_p1w": 0.001802742705972804, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.01232155047052541, "ret_p1m": 0.11468919162689062, "ret_signed_p1m": 0.11468919162689062, "alpha_spy_p1m": 0.10187894131220987, "alpha_c_p1m": 0.09412361120941659, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.020565580417474028, "ret_p3m": 0.13163840809457183, "ret_signed_p3m": 0.13163840809457183, "alpha_spy_p3m": 0.10383403033322547, "alpha_c_p3m": 0.0637476572555069, "bench_spy_p3m": 0.027804377761346366, "bench_c_p3m": 0.06789075083906493, "ret_p6m": -0.4152542409410104, "ret_signed_p6m": -0.4152542409410104, "alpha_spy_p6m": -0.4750725331038882, "alpha_c_p6m": -0.44381858588682654, "bench_spy_p6m": 0.05981829216287782, "bench_c_p6m": 0.028564344945816167, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11468919162689062, "alpha_spy_stated": 0.10187894131220987, "alpha_c_stated": 0.09412361120941659, "price_path": [-0.2328, -0.2559, -0.2424, -0.2277, -0.204, -0.226, -0.2203, -0.2096, -0.2169, -0.1972, -0.1644, -0.1571, -0.1576, -0.1475, -0.1638, -0.1576, -0.1305, -0.1305, -0.0983, -0.0706, -0.052, -0.0853, -0.0983, -0.096, -0.1011, -0.0751, -0.0475, -0.0514, -0.0339, 0.0249, 0.1073, 0.1339, 0.0921, 0.1107, 0.1254, 0.0904, 0.0819, 0.074, 0.0492, 0.0006, 0.026, -0.0243, -0.0169, -0.0345, 0.009, -0.0153, -0.0508, -0.0339, -0.0429, -0.0503, -0.0542, -0.0847, -0.0582, -0.0588, -0.0955, -0.0893, -0.096, -0.0893, -0.0186, -0.0463, -0.0785, -0.0994, -0.1169, 0.0, -0.0746, -0.0876, -0.0141, -0.0056, 0.0141, -0.0373, -0.0367, -0.0689, -0.0853, -0.035, 0.026, -0.0305, 0.0096, 0.048, 0.1124, 0.1062, 0.1062, 0.1153, 0.1232, 0.1599, 0.1147, 0.1062, 0.1345, 0.1232, 0.1853, 0.1571, 0.2384, 0.2401, 0.2079, 0.2113, 0.1407, 0.1565, 0.1638, 0.2028, 0.1763, 0.1847, 0.1847, 0.178, 0.1469, 0.1045, 0.1198, 0.1198, 0.1209, 0.165, 0.1452, 0.1785, 0.1537, 0.1328, 0.1525, 0.1441, 0.1356, 0.1384, 0.1226, 0.1226, 0.1011, 0.1124, 0.1938, 0.2492, 0.2356, 0.2034, 0.1588, 0.1876, 0.1316, 0.1271, 0.0311, -0.0367, 0.0068, 0.0695, 0.0616, -0.1407, -0.1808, -0.2593, -0.2525, -0.2525, -0.2791, -0.2243, -0.2475, -0.2559, -0.2932, -0.2644, -0.2667, -0.2175, -0.2418, -0.2588, -0.2582, -0.2412, -0.248, -0.2514, -0.2469, -0.3006, -0.2989, -0.3299, -0.3102, -0.3249, -0.3023, -0.3169, -0.3588, -0.3627, -0.3548, -0.3701, -0.3605, -0.3678, -0.3859, -0.4028, -0.3808, -0.3684, -0.3819, -0.3819, -0.3599, -0.3802, -0.3751, -0.4102, -0.3977, -0.378, -0.3751, -0.3616, -0.3751, -0.3633, -0.3734, -0.374, -0.3593, -0.4079, -0.3994, -0.3983, -0.4136, -0.4153]}
{"unit_id": "reply:1986481328049528920", "ticker_idx": 0, "ts": "2025-11-06T17:10:30+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will only stop the bleeding for now and go hard when the market goes up again", "tweet_type": "prediction", "timeline": "unspecified", "summary": "AMPX won't fully recover immediately but expected to outperform hard when broader market recovers.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BoyceCrypto102 Don’t thinks so, the whole market is down and $AMPX always reacts harder. But don’t see them recover immediately with a double beat. They will only stop the bleeding for now and go hard when the market goes up again.", "reply_text": null, "parent_text": "@Kaizen_Investor I hope so the selloff today brutal!! You think a bear will recover the losses today?", "quoted_text": null, "parent_author": "BoyceCrypto102", "ret_m1d": 0.15808167822283892, "ret_signed_m1d": 0.15808167822283892, "alpha_spy_m1d": 0.1472359465520776, "alpha_c_m1d": 0.1540840745053933, "bench_spy_m1d": 0.010845731670761305, "bench_c_m1d": 0.003997603717445619, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.13055055803497706, "ret_signed_p1d": 0.13055055803497706, "alpha_spy_p1d": 0.129565992956318, "alpha_c_p1d": 0.12570090015283042, "bench_spy_p1d": 0.000984565078659072, "bench_c_p1d": 0.004849657882146641, "ret_p1w": 0.04085257804587572, "ret_signed_p1w": 0.04085257804587572, "alpha_spy_p1w": 0.03827162938014772, "alpha_c_p1w": 0.044719150822165155, "bench_spy_p1w": 0.002580948665728, "bench_c_p1w": -0.003866572776289434, "ret_p1m": 0.08170515609175122, "ret_signed_p1m": 0.08170515609175122, "alpha_spy_p1m": 0.05876058488388991, "alpha_c_p1m": 0.0686636939276668, "bench_spy_p1m": 0.02294457120786131, "bench_c_p1m": 0.013041462164084416, "ret_p3m": 0.3037300183637355, "ret_signed_p3m": 0.3037300183637355, "alpha_spy_p3m": 0.2720170890430036, "alpha_c_p3m": 0.19278816816044597, "bench_spy_p3m": 0.031712929320731886, "bench_c_p3m": 0.1109418502032895, "ret_p6m": 0.8534636247787959, "ret_signed_p6m": 0.8534636247787959, "alpha_spy_p6m": 0.7722424225499183, "alpha_c_p6m": 0.7128905242911772, "bench_spy_p6m": 0.08122120222887763, "bench_c_p6m": 0.14057310048761873, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08170515609175122, "alpha_spy_stated": 0.05876058488388991, "alpha_c_stated": 0.0686636939276668, "price_path": [-0.3171, -0.3108, -0.3188, -0.3393, -0.3686, -0.3597, -0.4014, -0.4014, -0.397, -0.3632, -0.3179, -0.3064, -0.3517, -0.3446, -0.3703, -0.3703, -0.3499, -0.3703, -0.3845, -0.3686, -0.3171, -0.3055, -0.3455, -0.2771, -0.278, -0.2567, -0.1883, -0.0773, 0.0187, 0.0453, 0.071, 0.0382, -0.0151, -0.0169, -0.0293, -0.0524, -0.0657, 0.0693, 0.1092, 0.1314, 0.1936, 0.1252, 0.103, 0.1377, 0.0595, 0.1456, 0.1767, 0.2975, 0.135, 0.0515, 0.2016, 0.0844, 0.0115, 0.0355, 0.1448, 0.1217, 0.0568, 0.1101, 0.0915, 0.2513, 0.2043, 0.0746, 0.1581, 0.0, 0.1306, 0.2069, 0.1474, 0.0986, 0.0409, 0.0027, -0.0737, -0.0524, -0.04, -0.0853, -0.1021, -0.0409, -0.0471, -0.04, -0.04, 0.0053, -0.0577, -0.0355, 0.0231, 0.0853, 0.0817, 0.048, 0.0391, -0.0195, 0.016, -0.0311, -0.1075, -0.087, -0.2202, -0.1874, -0.1696, -0.1945, -0.2256, -0.2425, -0.2425, -0.2655, -0.2966, -0.3046, -0.2993, -0.2993, -0.2238, -0.1821, -0.1838, -0.2096, -0.1794, -0.1581, -0.111, -0.1412, -0.0799, -0.0986, -0.0231, -0.0231, -0.008, 0.0009, 0.0613, -0.008, -0.032, 0.0284, 0.0639, 0.206, 0.1048, 0.1679, 0.3037, 0.1012, -0.0604, 0.087, 0.1092, 0.0258, -0.0133, -0.095, -0.1146, -0.1146, -0.1323, -0.1199, -0.0808, -0.1545, -0.0941, -0.0409, -0.0178, 0.0231, -0.0471, 0.0293, 0.0329, 0.1146, 0.3224, 0.4503, 0.5737, 0.5986, 0.651, 0.6243, 0.5941, 0.6599, 0.7211, 0.6785, 0.6972, 0.6163, 0.659, 0.5773, 0.5924, 0.524, 0.4316, 0.3073, 0.4973, 0.3783, 0.421, 0.421, 0.5595, 0.4831, 0.5027, 0.4343, 0.5293, 0.6332, 0.5888, 0.6252, 0.6989, 0.6581, 0.7416, 0.9032, 1.0151, 0.9298, 0.8348, 0.9023, 0.7487, 0.8064, 0.8703, 0.8535]}
{"unit_id": "reply:1994172460275503494", "ticker_idx": 0, "ts": "2025-11-27T22:32:19+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD will keep outperforming a lot of stocks in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "Expects HOOD to keep outperforming peers in 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": "reply_other", "lang": "en", "tweet_text": "@TrendSpider $HOOD will keep outperforming a lot of stocks in 2026", "reply_text": null, "parent_text": "$HOOD earnings growth &gt; $HOOD stock performance.\n\nWithout fundamentals, you’re flying blind.\n✅ https://t.co/J3HvTAQgNO https://t.co/Ck6sUuNeXO", "quoted_text": null, "parent_author": "TrendSpider", "ret_m1d": -0.0022570513855049157, "ret_signed_m1d": -0.0022570513855049157, "alpha_spy_m1d": 0.003171750088038494, "alpha_c_m1d": 0.004868439679394543, "bench_spy_m1d": -0.00542880147354341, "bench_c_m1d": -0.0071254910648994585, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04085926846406618, "ret_signed_p1d": -0.04085926846406618, "alpha_spy_p1d": -0.03629370811062538, "alpha_c_p1d": -0.03260872653693425, "bench_spy_p1d": -0.004565560353440801, "bench_c_p1d": -0.008250541927131927, "ret_p1w": 0.026928097962157782, "ret_signed_p1w": 0.026928097962157782, "alpha_spy_p1w": 0.023562574241982936, "alpha_c_p1w": 0.020365240931006223, "bench_spy_p1w": 0.0033655237201748456, "bench_c_p1w": 0.006562857031151559, "ret_p1m": -0.08607677418596338, "ret_signed_p1m": -0.08607677418596338, "alpha_spy_p1m": -0.09557719927773345, "alpha_c_p1m": -0.12701707025121767, "bench_spy_p1m": 0.00950042509177007, "bench_c_p1m": 0.04094029606525429, "ret_p3m": -0.39660677512056275, "ret_signed_p3m": -0.39660677512056275, "alpha_spy_p3m": -0.4138856456777099, "alpha_c_p3m": -0.3726294137011409, "bench_spy_p3m": 0.017278870557147163, "bench_c_p3m": -0.02397736141942186, "ret_p6m": -0.42688149862701785, "ret_signed_p6m": -0.42688149862701785, "alpha_spy_p6m": -0.5241841537913673, "alpha_c_p6m": -0.4092451552631454, "bench_spy_p6m": 0.09730265516434944, "bench_c_p6m": -0.01763634336387243, "ret_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": [-0.2152, -0.2153, -0.1991, -0.212, -0.0872, -0.0777, -0.0858, -0.0836, -0.1048, -0.1063, -0.0865, -0.0767, -0.059, -0.0289, -0.028, -0.0178, -0.0132, -0.0455, -0.0522, 0.0641, 0.1143, 0.0829, 0.1339, 0.1571, 0.1227, 0.1285, 0.1742, 0.1866, 0.0815, 0.0949, 0.0503, 0.0441, 0.023, 0.0111, 0.0569, 0.0261, -0.0099, 0.0455, 0.0879, 0.1352, 0.1382, 0.1269, 0.0746, 0.1423, 0.1447, 0.0647, 0.1089, -0.011, 0.0146, 0.0575, 0.0268, 0.0349, -0.0542, -0.0466, -0.0974, -0.1104, -0.0804, -0.1734, -0.1649, -0.1052, -0.1006, -0.0023, -0.0023, 0.0, -0.0409, -0.0198, 0.0401, 0.0669, 0.0269, 0.0618, 0.0562, 0.0558, -0.0398, -0.07, -0.103, -0.0707, -0.0988, -0.0882, -0.0556, -0.0476, -0.0642, -0.0627, -0.0627, -0.0806, -0.0861, -0.1015, -0.1198, -0.1198, -0.1034, -0.0409, -0.0528, -0.0897, -0.102, -0.1029, -0.0854, -0.0642, -0.0686, -0.1412, -0.1537, -0.1537, -0.1767, -0.1757, -0.1731, -0.1673, -0.1673, -0.1809, -0.1953, -0.2121, -0.2258, -0.3003, -0.3224, -0.3726, -0.4344, -0.3554, -0.3263, -0.3338, -0.3932, -0.4465, -0.4087, -0.4087, -0.4129, -0.4147, -0.4112, -0.4077, -0.4414, -0.4288, -0.3966, -0.3817, -0.4097, -0.3869, -0.408, -0.3602, -0.373, -0.4, -0.3824, -0.3888, -0.3876, -0.4076, -0.4288, -0.4139, -0.398, -0.4171, -0.4228, -0.4483, -0.4358, -0.4624, -0.4354, -0.4525, -0.4862, -0.4929, -0.4607, -0.4544, -0.4638, -0.4638, -0.4569, -0.4579, -0.441, -0.4543, -0.4615, -0.4422, -0.3845, -0.3204, -0.3241, -0.2937, -0.2896, -0.3273, -0.3118, -0.3498, -0.3407, -0.3466, -0.3613, -0.4459, -0.4327, -0.4267, -0.4042, -0.4005, -0.3848, -0.4063, -0.4005, -0.3713, -0.3908, -0.4027, -0.3719, -0.3996, -0.3996, -0.4228, -0.4104, -0.4091, -0.4269, -0.4269]}
{"unit_id": "reply:1978204212736483756", "ticker_idx": 0, "ts": "2025-10-14T21:00:12+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some $TMDX today", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated a long position in TMDX today.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@meeijer Bought some $TMDX today", "reply_text": null, "parent_text": "Here are 10 stocks I believe every investor should have on their watchlist:\n\n• $NBIS — The perfect platform for AI startups and companies working with ML and AI\n• $TMDX — Revolutionizing the organ transplant industry\n• $NVO — One of the leading players in weight loss", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.012254659852040883, "ret_signed_m1d": -0.012254659852040883, "alpha_spy_m1d": -0.007834752254412769, "alpha_c_m1d": -0.010711365825583963, "bench_spy_m1d": -0.004419907597628114, "bench_c_m1d": -0.0015432940264569206, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.027262229626007217, "ret_signed_p1d": 0.027262229626007217, "alpha_spy_p1d": 0.034072549226229154, "alpha_c_p1d": 0.028945694991057036, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.0016834653650498188, "ret_p1w": 0.06153983010047814, "ret_signed_p1w": 0.06153983010047814, "alpha_spy_p1w": 0.05758594043283671, "alpha_c_p1w": 0.03769010504986525, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.02384972505061289, "ret_p1m": 0.026107827239777004, "ret_signed_p1m": 0.026107827239777004, "alpha_spy_p1m": 0.01577956724451579, "alpha_c_p1m": -0.04530074294210418, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.07140857018188118, "ret_p3m": 0.19580856879713826, "ret_signed_p3m": 0.19580856879713826, "alpha_spy_p3m": 0.1476342312767367, "alpha_c_p3m": 0.08715128121552751, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.10865728758161075, "ret_p6m": -0.030281534887017125, "ret_signed_p6m": -0.030281534887017125, "alpha_spy_p6m": -0.0582613920322137, "alpha_c_p6m": -0.08655550318314398, "bench_spy_p6m": 0.027979857145196574, "bench_c_p6m": 0.05627396829612685, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.026107827239777004, "alpha_spy_stated": 0.01577956724451579, "alpha_c_stated": -0.04530074294210418, "price_path": [-0.0242, -0.0799, -0.0623, -0.0234, -0.0517, -0.0399, -0.0654, -0.0691, -0.0436, 0.0565, 0.0705, 0.1411, 0.1166, 0.055, 0.0305, 0.0168, 0.1301, 0.1645, 0.1725, 0.1521, 0.1327, 0.1158, 0.0894, 0.0823, 0.0551, 0.0643, 0.021, 0.0228, 0.0424, 0.0365, 0.0209, 0.0209, -0.0094, -0.0504, -0.076, -0.0764, -0.0624, -0.0385, -0.0428, 0.0389, 0.0174, 0.0149, 0.0581, 0.0639, 0.0754, 0.086, 0.1114, 0.0703, 0.0428, 0.0115, 0.0112, 0.0003, -0.0036, 0.0202, 0.0307, 0.0274, 0.0117, 0.0228, 0.0484, 0.0033, -0.0472, -0.008, -0.0123, 0.0, 0.0273, 0.0446, 0.0647, 0.0668, 0.0615, 0.1447, 0.159, 0.1762, 0.1519, 0.1928, 0.2058, 0.1681, 0.1075, 0.0852, 0.1052, 0.1098, 0.0583, 0.0868, 0.0846, 0.0583, 0.0261, 0.0213, 0.007, 0.0396, 0.1852, 0.0995, 0.1627, 0.2451, 0.2965, 0.2943, 0.2943, 0.2993, 0.3358, 0.2589, 0.2441, 0.2311, 0.2122, 0.213, 0.1971, 0.1652, 0.1333, 0.1259, 0.0936, 0.1104, 0.0828, 0.0751, 0.1337, 0.1487, 0.1384, 0.1277, 0.1277, 0.1029, 0.0928, 0.0827, 0.0803, 0.0803, 0.0895, 0.1214, 0.1781, 0.219, 0.2217, 0.2172, 0.1958, 0.2673, 0.2606, 0.276, 0.2732, 0.2732, 0.2604, 0.1883, 0.2263, 0.2015, 0.2373, 0.2298, 0.252, 0.2341, 0.1897, 0.1899, 0.2052, 0.1577, 0.1509, 0.1994, 0.2107, 0.2369, 0.1837, 0.1413, 0.153, 0.153, 0.1883, 0.2033, 0.18, 0.1922, 0.1957, 0.2235, 0.1709, 0.195, 0.2899, 0.3054, 0.3143, 0.3113, 0.2439, 0.151, 0.1968, 0.162, 0.1453, 0.0773, 0.0965, 0.1074, 0.1075, 0.0053, 0.0099, 0.0115, -0.0047, -0.0328, -0.0664, -0.0924, -0.1204, -0.1625, -0.1172, -0.1084, -0.1058, -0.1058, -0.0694, -0.047, -0.0289, -0.0303]}
{"unit_id": "reply:1997411058059825615", "ticker_idx": 0, "ts": "2025-12-06T21:01:21+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 at $40.24 this week which is a steal", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long IREN at $40.24, calling it a steal.", "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": "@TheTechInvest Bought $IREN at $40.24 this week which is a steal", "reply_text": null, "parent_text": "In Q1, $IREN announced that it will increase its GPU fleet to 140K GPUs.\n\nFrom less than 2K GPUs in 2024, if I’m not mistaken, to 140K GPUs in 2026!\n\n$IREN is the most attractive stock I know for 2026 and a new hyperscaler deal is highly likely before Q2.", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": -0.03517481792723309, "ret_signed_m1d": -0.03517481792723309, "alpha_spy_m1d": -0.038188079500896865, "alpha_c_m1d": -0.03891456562313822, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.003739747695905127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01078981437966342, "ret_signed_p1d": 0.01078981437966342, "alpha_spy_p1d": 0.011652932473897204, "alpha_c_p1d": 0.01452948987687952, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0037396754972160995, "ret_p1w": -0.2343547814974506, "ret_signed_p1w": -0.2343547814974506, "alpha_spy_p1w": -0.23011264788536523, "alpha_c_p1w": -0.26258973942402564, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.028234957926575044, "ret_p1m": -0.009279246952090592, "ret_signed_p1m": -0.009279246952090592, "alpha_spy_p1m": -0.024235009449141254, "alpha_c_p1m": -0.06756510423246564, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.05828585728037505, "ret_p3m": -0.1341173960320069, "ret_signed_p3m": -0.1341173960320069, "alpha_spy_p3m": -0.1336686430387074, "alpha_c_p3m": -0.09539362915493155, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.03872376687707535, "ret_p6m": 0.43720324244327324, "ret_signed_p6m": 0.43720324244327324, "alpha_spy_p6m": 0.3197932556772105, "alpha_c_p6m": 0.4666478172063514, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.029444574763078157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009279246952090592, "alpha_spy_stated": -0.024235009449141254, "alpha_c_stated": -0.06756510423246564, "price_path": [-0.2743, -0.2911, -0.2672, -0.1985, -0.2134, -0.1821, -0.2162, -0.1662, -0.0958, -0.0986, 0.0173, -0.0011, -0.0967, -0.0088, 0.0127, 0.016, 0.0147, 0.0889, 0.2462, 0.331, 0.2967, 0.3779, 0.2898, 0.3841, 0.5011, 0.467, 0.3343, 0.3103, 0.2779, 0.1911, 0.1185, 0.2054, 0.3574, 0.4025, 0.347, 0.3038, 0.2564, 0.311, 0.462, 0.4379, 0.6489, 0.445, 0.3461, 0.2984, 0.2382, 0.202, 0.0498, 0.0006, 0.0231, 0.0542, -0.011, -0.0619, -0.088, 0.0464, 0.0244, 0.0455, 0.0455, 0.0317, 0.0464, -0.1126, -0.0514, 0.0024, -0.0352, 0.0, 0.0108, -0.0522, -0.0518, -0.134, -0.2344, -0.2104, -0.271, -0.2274, -0.1385, -0.0928, -0.0921, -0.0941, -0.0941, -0.1303, -0.1495, -0.1735, -0.1849, -0.1849, -0.0785, 0.041, -0.0093, -0.0586, -0.0142, -0.0067, 0.0861, 0.1435, 0.1411, 0.1198, 0.2477, 0.2477, 0.1709, 0.1541, 0.1278, 0.2231, 0.1299, 0.2946, 0.3582, 0.2913, 0.1597, 0.1454, 0.1737, -0.0302, -0.1413, -0.0973, -0.0041, -0.0736, -0.0792, -0.1362, -0.0889, -0.0889, -0.1159, -0.0919, -0.0658, -0.1372, -0.0859, -0.0192, -0.0498, -0.0453, -0.1163, -0.1068, -0.1616, -0.0539, -0.1341, -0.208, -0.1618, -0.1774, -0.0941, -0.1073, -0.1027, -0.0302, -0.0729, -0.0891, -0.101, -0.109, -0.0902, -0.1126, -0.106, -0.1918, -0.2428, -0.3177, -0.2603, -0.2644, -0.2497, -0.2497, -0.2419, -0.2287, -0.2052, -0.2003, -0.1515, -0.0706, 0.0222, 0.0535, 0.0293, 0.0384, 0.0514, -0.0252, 0.0442, 0.1226, 0.0928, 0.0436, -0.041, -0.0751, -0.0179, -0.0147, 0.0678, 0.1813, 0.3159, 0.2268, 0.3207, 0.1901, 0.2205, 0.1905, 0.2603, 0.1424, 0.0889, 0.0302, 0.1375, 0.2529, 0.2264, 0.2264, 0.29, 0.464, 0.3822, 0.3712, 0.4098, 0.4372]}
{"unit_id": "reply:1979285451400732958", "ticker_idx": 0, "ts": "2025-10-17T20:36:39+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought some extra $FLNC and $AMPX today. The energy storage wave will explode in the upcoming years.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Bought FLNC and AMPX; expects energy storage market to explode over upcoming years driven by AI/data center power demand.", "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": "@oguzerkan I bought some extra $FLNC and $AMPX today. The energy storage wave will explode in the upcoming years.", "reply_text": null, "parent_text": "I’m pounding the table on energy storage again.\n\nThe energy storage market won’t slow down anytime soon.\n\nGoldman Sachs predicts that S&amp;P 500 companies will spend $4.4 trillion on AI next year, and most of that money will go to building data centers.\n\nResult? Power demand will https://t.co/iOChFX04qp", "quoted_text": null, "parent_author": "oguzerkan", "ret_m1d": -0.006775067470516705, "ret_signed_m1d": -0.006775067470516705, "alpha_spy_m1d": 0.0035183758326259307, "alpha_c_m1d": 0.0035183758326259307, "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": -0.1186992110296643, "ret_signed_p1d": -0.1186992110296643, "alpha_spy_p1d": -0.11868426815088107, "alpha_c_p1d": -0.11868426815088107, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": -1.494287878323064e-05, "ret_p1w": 0.015718102774349596, "ret_signed_p1w": 0.015718102774349596, "alpha_spy_p1w": -0.005047548332716145, "alpha_c_p1w": -0.005047548332716145, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.02076565110706574, "ret_p1m": -0.07750678840340353, "ret_signed_p1m": -0.07750678840340353, "alpha_spy_p1m": -0.06079294929915491, "alpha_c_p1m": -0.06079294929915491, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.016713839104248618, "ret_p3m": 0.3821137639854135, "ret_signed_p3m": 0.3821137639854135, "alpha_spy_p3m": 0.34787348652824046, "alpha_c_p3m": 0.34787348652824046, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.03424027745717306, "ret_p6m": -0.19783200115288624, "ret_signed_p6m": -0.19783200115288624, "alpha_spy_p6m": -0.2382226941779355, "alpha_c_p6m": -0.2382226941779355, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4883, -0.4927, -0.4916, -0.5209, -0.542, -0.5556, -0.5599, -0.5783, -0.5404, -0.5366, -0.542, -0.5084, -0.5019, -0.5046, -0.6005, -0.5908, -0.59, -0.5691, -0.5631, -0.5762, -0.5946, -0.6293, -0.5913, -0.5951, -0.5892, -0.6054, -0.5799, -0.5989, -0.5989, -0.6244, -0.6341, -0.6341, -0.5908, -0.6092, -0.6325, -0.6336, -0.6238, -0.6206, -0.5995, -0.5935, -0.5967, -0.5707, -0.4927, -0.4255, -0.4466, -0.394, -0.3642, -0.3545, -0.3821, -0.4146, -0.271, -0.2927, -0.2526, -0.1729, -0.2504, -0.1892, -0.1924, -0.2905, -0.1388, 0.0, 0.1621, 0.0612, -0.0068, 0.0, -0.1187, -0.1751, -0.1312, 0.058, 0.0157, -0.019, 0.0992, 0.1095, 0.1382, 0.1279, 0.0396, 0.123, 0.0743, 0.1268, 0.181, 0.1236, 0.0412, -0.1192, -0.0293, -0.0661, -0.0775, -0.0889, -0.1593, -0.1653, -0.1436, -0.0911, 0.0293, 0.0293, 0.0645, 0.0509, 0.0818, 0.0759, 0.265, 0.2986, 0.239, 0.2976, 0.2905, 0.3978, 0.2027, 0.1664, 0.155, 0.0065, 0.0466, 0.0818, 0.1084, 0.0661, 0.0748, 0.0748, 0.0954, 0.0824, 0.0764, 0.0721, 0.0721, 0.2472, 0.206, 0.1832, 0.1144, 0.148, 0.2575, 0.2618, 0.2911, 0.2276, 0.3821, 0.4678, 0.4678, 0.3827, 0.4276, 0.478, 0.4602, 0.4699, 0.5415, 0.6797, 0.7111, 0.6678, 0.6743, 0.7469, 0.5713, 0.0271, 0.0537, 0.0515, 0.0293, -0.0504, -0.0547, 0.0005, 0.0005, -0.0363, -0.0553, -0.1024, -0.103, -0.129, -0.1062, -0.1149, -0.122, -0.1577, -0.1805, -0.1913, -0.1436, -0.1458, -0.1989, -0.1491, -0.0851, -0.0726, -0.11, -0.1122, -0.0905, -0.1057, -0.1333, -0.1312, -0.1799, -0.1675, -0.1247, -0.1138, -0.1892, -0.2331, -0.2954, -0.2542, -0.2943, -0.2791, -0.2791, -0.2846, -0.2818, -0.2889, -0.265, -0.2531, -0.2602, -0.1978]}
{"unit_id": "reply:1979285451400732958", "ticker_idx": 1, "ts": "2025-10-17T20:36:39+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought some extra $FLNC and $AMPX today. The energy storage wave will explode in the upcoming years.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Bought FLNC and AMPX; expects energy storage market to explode over upcoming years driven by AI/data center power demand.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@oguzerkan I bought some extra $FLNC and $AMPX today. The energy storage wave will explode in the upcoming years.", "reply_text": null, "parent_text": "I’m pounding the table on energy storage again.\n\nThe energy storage market won’t slow down anytime soon.\n\nGoldman Sachs predicts that S&amp;P 500 companies will spend $4.4 trillion on AI next year, and most of that money will go to building data centers.\n\nResult? Power demand will https://t.co/iOChFX04qp", "quoted_text": null, "parent_author": "oguzerkan", "ret_m1d": -0.12490758416387471, "ret_signed_m1d": -0.12490758416387471, "alpha_spy_m1d": -0.11461414086073207, "alpha_c_m1d": -0.11324779814384744, "bench_spy_m1d": -0.010293443303142635, "bench_c_m1d": -0.011659786020027263, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09756095497973427, "ret_signed_p1d": -0.09756095497973427, "alpha_spy_p1d": -0.09754601210095104, "alpha_c_p1d": -0.10641978961672605, "bench_spy_p1d": -1.494287878323064e-05, "bench_c_p1d": 0.008858834636991775, "ret_p1w": -0.06651882012510824, "ret_signed_p1w": -0.06651882012510824, "alpha_spy_p1w": -0.08728447123217398, "alpha_c_p1w": -0.0813050000663581, "bench_spy_p1w": 0.02076565110706574, "bench_c_p1w": 0.014786179941249866, "ret_p1m": -0.21138209261806018, "ret_signed_p1m": -0.21138209261806018, "alpha_spy_p1m": -0.19466825351381156, "alpha_c_p1m": -0.18747650343823252, "bench_spy_p1m": -0.016713839104248618, "bench_c_p1m": -0.023905589179827658, "ret_p3m": -0.2498152388136573, "ret_signed_p3m": -0.2498152388136573, "alpha_spy_p3m": -0.28405551627083037, "alpha_c_p3m": -0.3333729614016655, "bench_spy_p3m": 0.03424027745717306, "bench_c_p3m": 0.0835577225880082, "ret_p6m": 0.3222468398171794, "ret_signed_p6m": 0.3222468398171794, "alpha_spy_p6m": 0.2818561467921301, "alpha_c_p6m": 0.1860268799631133, "bench_spy_p6m": 0.040390693025049274, "bench_c_p6m": 0.1362199598540661, "ret_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": [-0.4065, -0.3873, -0.3939, -0.3873, -0.4723, -0.4819, -0.4878, -0.5299, -0.4427, -0.3851, -0.4161, -0.4294, -0.4043, -0.4316, -0.4265, -0.4331, -0.4501, -0.4745, -0.4671, -0.5018, -0.5018, -0.4982, -0.4701, -0.4324, -0.4228, -0.4605, -0.4545, -0.476, -0.476, -0.459, -0.476, -0.4878, -0.4745, -0.4316, -0.422, -0.4553, -0.3984, -0.3991, -0.3814, -0.3245, -0.2321, -0.1523, -0.1301, -0.1086, -0.136, -0.1803, -0.1818, -0.1922, -0.2114, -0.2225, -0.1101, -0.0769, -0.0584, -0.0067, -0.0636, -0.082, -0.0532, -0.1183, -0.0466, -0.0207, 0.0798, -0.0554, -0.1249, 0.0, -0.0976, -0.1582, -0.1382, -0.0473, -0.0665, -0.1205, -0.0761, -0.0916, 0.0414, 0.0022, -0.1057, -0.0362, -0.1678, -0.0591, 0.0044, -0.0451, -0.0857, -0.1338, -0.1656, -0.2291, -0.2114, -0.201, -0.2387, -0.2528, -0.2018, -0.2069, -0.201, -0.201, -0.1633, -0.2158, -0.1973, -0.1486, -0.0968, -0.0998, -0.1279, -0.1353, -0.184, -0.1545, -0.1936, -0.2572, -0.2402, -0.3511, -0.3237, -0.3089, -0.3296, -0.3555, -0.3695, -0.3695, -0.3888, -0.4146, -0.4213, -0.4169, -0.4169, -0.354, -0.3193, -0.3208, -0.3422, -0.3171, -0.2993, -0.2602, -0.2853, -0.2343, -0.2498, -0.187, -0.187, -0.1744, -0.167, -0.1168, -0.1744, -0.1944, -0.1441, -0.1146, 0.0037, -0.0806, -0.0281, 0.085, -0.0835, -0.218, -0.0953, -0.0769, -0.1463, -0.1789, -0.2469, -0.2631, -0.2631, -0.2779, -0.2676, -0.235, -0.2964, -0.2461, -0.2018, -0.1826, -0.1486, -0.2069, -0.1434, -0.1404, -0.0724, 0.1005, 0.2069, 0.3097, 0.3304, 0.374, 0.3518, 0.3267, 0.3814, 0.4324, 0.3969, 0.4124, 0.3452, 0.3806, 0.3126, 0.3252, 0.2683, 0.1914, 0.088, 0.2461, 0.1471, 0.1826, 0.1826, 0.2979, 0.2343, 0.2506, 0.1936, 0.2727, 0.3592, 0.3222]}
{"unit_id": "reply:2009971175452180808", "ticker_idx": 0, "ts": "2026-01-10T12:50:46+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 will bounce back. They have enough high growth verticals at play.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS recovery; high-growth verticals support a bounce despite recent headwinds.", "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": "@qualtrim $HIMS will bounce back. They have enough high growth verticals at play.", "reply_text": null, "parent_text": "Bad news has plagued this stock.\n\n- SAFE Act of 2025\n- FDA warning letters\n- Profitability concerns\n- Novo Nordisk partnership termination\n- Amazon Pharmacy entering weight-loss meds\n\nHims &amp; Hers is down more than -42% in just 3 months.\n\n$HIMS https://t.co/KQrm7opsMz", "quoted_text": null, "parent_author": "qualtrim", "ret_m1d": -0.020098936779944898, "ret_signed_m1d": -0.020098936779944898, "alpha_spy_m1d": -0.01853096617206762, "alpha_c_m1d": -0.01853096617206762, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0043289854356179935, "ret_signed_p1d": -0.0043289854356179935, "alpha_spy_p1d": -0.0023294786702361403, "alpha_c_p1d": -0.0023294786702361403, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": -0.02968463164167512, "ret_signed_p1w": -0.02968463164167512, "alpha_spy_p1w": -0.024649807759445586, "alpha_c_p1w": -0.024649807759445586, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.46691404793519775, "ret_signed_p1m": -0.46691404793519775, "alpha_spy_p1m": -0.4625409599034104, "alpha_c_p1m": -0.4625409599034104, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.38930117789688456, "ret_signed_p3m": -0.38930117789688456, "alpha_spy_p3m": -0.3700348405593594, "alpha_c_p3m": -0.3700348405593594, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.46691404793519775, "alpha_spy_stated": -0.4625409599034104, "alpha_c_stated": -0.4625409599034104, "price_path": [0.9406, 0.829, 0.5393, 0.5881, 0.5263, 0.4675, 0.4994, 0.5083, 0.4913, 0.457, 0.4419, 0.3624, 0.4057, 0.3726, 0.3231, 0.3522, 0.2839, 0.2687, 0.2693, 0.2291, 0.2066, 0.1147, 0.1435, 0.1002, 0.1212, 0.1079, 0.0396, 0.0733, 0.1682, 0.1469, 0.1874, 0.1874, 0.2294, 0.1599, 0.1228, 0.1463, 0.2375, 0.2121, 0.2096, 0.2313, 0.1713, 0.1679, 0.1506, 0.1209, 0.1398, 0.0813, 0.0751, 0.0996, 0.0838, 0.0761, 0.072, 0.072, 0.0609, 0.0544, 0.0216, 0.004, 0.004, 0.0331, 0.0733, 0.0965, 0.0965, 0.0473, -0.0201, 0.0, -0.0043, -0.0315, -0.0343, -0.0297, -0.0297, -0.0578, -0.1067, -0.0563, -0.0841, -0.0637, -0.0823, -0.1135, -0.0764, -0.1623, -0.1824, -0.2103, -0.2455, -0.274, -0.2882, -0.4023, -0.4669, -0.4839, -0.5114, -0.496, -0.496, -0.4969, -0.5102, -0.5108, -0.5167, -0.5204, -0.522, -0.5108, -0.5176, -0.551, -0.4904, -0.5108, -0.4913, -0.509, -0.5133, -0.3148, -0.2743, -0.1998, -0.2628, -0.2341, -0.2307, -0.2276, -0.2842, -0.2529, -0.3191, -0.3055, -0.3401, -0.3556, -0.355, -0.4007, -0.4193, -0.3581, -0.3865, -0.4082, -0.4082, -0.3714, -0.397, -0.4004, -0.3893, -0.3992, -0.346, -0.3395, -0.2489, -0.1654, -0.1088, -0.0411, -0.0798, -0.103, -0.1296, -0.055, -0.0912, -0.137, -0.1858, -0.1599, -0.1524, -0.1568, -0.1858, -0.1688, -0.2069, -0.1259, -0.0989, -0.226, -0.2536, -0.2505, -0.2254, -0.3108, -0.3061, -0.2876, -0.2576, -0.2656, -0.2656, -0.2625, -0.2208, -0.2152, -0.1914, -0.1416, -0.1494, -0.1494, -0.1339, -0.1902, -0.1599, -0.1039, -0.141, -0.1073, -0.1707, -0.0671, -0.0269, -0.0139, 0.0968, 0.0968, 0.0371, 0.0192, 0.0111, 0.0114, 0.0495, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019535007946272986", "ticker_idx": 0, "ts": "2026-02-05T22:14:01+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they have enough other high growth verticals to built a generational consumer health platform", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish HIMS despite NVO headwinds; diversified high-growth verticals support a generational consumer health platform thesis.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "original", "lang": "en", "tweet_text": "If you bought $HIMS 5 years ago, your investment would be down 2%. \n\nIn the meantime\n- Revenue growth: +1,044%\n- Subscriber growth: +346%\n- Gross profit margin: 29% -> 75%\n- FCF margin: -214% -> 6.06%\n- ROIC: -80% -> 9.08%\n- Launched HERS brand\n- Added mental health services \n- Acquired ZAVA & Apostrophe\n- Built MedMatch AI\n- Launched national labs testing\n\nThey may be struggling with $NVO but they have enough other high growth verticals to built a generational consumer health platform.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019982583637070173, "ret_signed_m1d": 0.019982583637070173, "alpha_spy_m1d": 0.03880624224282614, "alpha_c_m1d": 0.03880624224282614, "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": -0.16029541532059943, "ret_signed_p1d": -0.16029541532059943, "alpha_spy_p1d": -0.16511723088417718, "alpha_c_p1d": -0.16511723088417718, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.004821815563577747, "ret_p1w": -0.2919201167277454, "ret_signed_p1w": -0.2919201167277454, "alpha_spy_p1w": -0.2790765720309518, "alpha_c_p1w": -0.2790765720309518, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.012843544696793607, "ret_p1m": -0.037358844189836704, "ret_signed_p1m": -0.037358844189836704, "alpha_spy_p1m": -0.019476430707268788, "alpha_c_p1m": -0.019476430707268788, "bench_spy_p1m": -0.017882413482567916, "bench_c_p1m": -0.017882413482567916, "ret_p3m": 0.167680218342529, "ret_signed_p3m": 0.167680218342529, "alpha_spy_p3m": 0.10221135139766457, "alpha_c_p3m": 0.10221135139766457, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.7268, 0.695, 0.566, 0.6064, 0.5456, 0.5752, 0.5565, 0.4605, 0.5078, 0.6412, 0.6112, 0.6681, 0.6681, 0.7272, 0.6295, 0.5773, 0.6103, 0.7385, 0.7029, 0.6994, 0.7298, 0.6455, 0.6407, 0.6164, 0.5747, 0.6012, 0.5191, 0.5104, 0.5447, 0.5226, 0.5117, 0.5061, 0.5061, 0.4904, 0.4813, 0.4353, 0.4105, 0.4105, 0.4513, 0.5078, 0.5404, 0.5404, 0.4713, 0.3766, 0.4049, 0.3988, 0.3606, 0.3566, 0.3632, 0.3632, 0.3236, 0.255, 0.3258, 0.2867, 0.3154, 0.2893, 0.2454, 0.2976, 0.1768, 0.1486, 0.1095, 0.0599, 0.02, 0.0, -0.1603, -0.2511, -0.275, -0.3136, -0.2919, -0.2919, -0.2932, -0.3119, -0.3128, -0.321, -0.3262, -0.3284, -0.3128, -0.3223, -0.3692, -0.2841, -0.3128, -0.2854, -0.3102, -0.3162, -0.0374, 0.0195, 0.1242, 0.0356, 0.076, 0.0808, 0.0851, 0.0056, 0.0495, -0.0434, -0.0243, -0.073, -0.0947, -0.0938, -0.1581, -0.1842, -0.0982, -0.1381, -0.1685, -0.1685, -0.1169, -0.1529, -0.1577, -0.1421, -0.156, -0.0812, -0.0721, 0.0552, 0.1725, 0.252, 0.3471, 0.2928, 0.2602, 0.2228, 0.3275, 0.2767, 0.2124, 0.1438, 0.1803, 0.1907, 0.1846, 0.1438, 0.1677, 0.1142, 0.2281, 0.2659, 0.0873, 0.0487, 0.053, 0.0882, -0.0317, -0.0252, 0.0009, 0.043, 0.0317, 0.0317, 0.0361, 0.0947, 0.1025, 0.136, 0.2059, 0.195, 0.195, 0.2168, 0.1377, 0.1803, 0.2589, 0.2068, 0.2541, 0.1651, 0.3106, 0.3671, 0.3853, 0.5408, 0.5408, 0.457, 0.4318, 0.4205, 0.4209, 0.4744, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1989087311783686233", "ticker_idx": 0, "ts": "2025-11-13T21:45:45+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 only have to contract half of the 3GW secured power for the stock to be up 260%", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long IREN: contracting just half of 3GW secured power capacity implies 260% 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": "original", "lang": "en", "tweet_text": "Friendly reminder: $IREN only have to contract half of the 3GW secured power for the stock to be up 260% 📈 https://t.co/lkgMu1Yi1J", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04916977887671181, "ret_signed_m1d": 0.04916977887671181, "alpha_spy_m1d": 0.049006019263734046, "alpha_c_m1d": 0.03906495633298168, "bench_spy_m1d": 0.0001637596129777652, "bench_c_m1d": 0.01010482254373013, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022428314416290007, "ret_signed_p1d": 0.022428314416290007, "alpha_spy_p1d": 0.03174475266668886, "alpha_c_p1d": 0.041494106224392424, "bench_spy_p1d": -0.00931643825039885, "bench_c_p1d": -0.019065791808102417, "ret_p1w": -0.08863490845425614, "ret_signed_p1w": -0.08863490845425614, "alpha_spy_p1w": -0.06943656671267262, "alpha_c_p1w": -0.07376356434199394, "bench_spy_p1w": -0.019198341741583524, "bench_c_p1w": -0.014871344112262208, "ret_p1m": -0.23485011085821472, "ret_signed_p1m": -0.23485011085821472, "alpha_spy_p1m": -0.24794666684151745, "alpha_c_p1m": -0.28327725738671783, "bench_spy_p1m": 0.013096555983302727, "bench_c_p1m": 0.04842714652850311, "ret_p3m": -0.07979298788370837, "ret_signed_p3m": -0.07979298788370837, "alpha_spy_p3m": -0.11264565744474375, "alpha_c_p3m": -0.08883648125196542, "bench_spy_p3m": 0.032852669561035386, "bench_c_p3m": 0.00904349336825705, "ret_p6m": 0.1893466205787826, "ret_signed_p6m": 0.1893466205787826, "alpha_spy_p6m": 0.08281833628037116, "alpha_c_p6m": 0.20511630692093297, "bench_spy_p6m": 0.10652828429841144, "bench_c_p6m": -0.01576968634215037, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23485011085821472, "alpha_spy_stated": -0.24794666684151745, "alpha_c_stated": -0.28327725738671783, "price_path": [-0.5961, -0.5739, -0.5775, -0.5378, -0.5014, -0.5042, -0.5179, -0.5031, -0.4289, -0.4289, -0.3722, -0.3916, -0.4365, -0.4361, -0.4352, -0.3489, -0.2747, -0.2916, -0.2676, -0.1991, -0.2139, -0.1827, -0.2167, -0.1667, -0.0964, -0.0992, 0.0166, -0.0017, -0.0973, -0.0095, 0.0121, 0.0153, 0.014, 0.0882, 0.2454, 0.3302, 0.2959, 0.377, 0.289, 0.3832, 0.5001, 0.466, 0.3334, 0.3095, 0.2771, 0.1903, 0.1177, 0.2047, 0.3565, 0.4016, 0.3461, 0.303, 0.2556, 0.3101, 0.4611, 0.4369, 0.6478, 0.444, 0.3453, 0.2976, 0.2374, 0.2012, 0.0492, 0.0, 0.0224, 0.0535, -0.0116, -0.0625, -0.0886, 0.0457, 0.0237, 0.0449, 0.0449, 0.0311, 0.0457, -0.1132, -0.052, 0.0017, -0.0358, -0.0006, 0.0101, -0.0528, -0.0524, -0.1346, -0.2349, -0.2109, -0.2715, -0.2279, -0.1391, -0.0934, -0.0927, -0.0947, -0.0947, -0.1309, -0.1501, -0.174, -0.1855, -0.1855, -0.0791, 0.0403, -0.0099, -0.0592, -0.0149, -0.0073, 0.0854, 0.1428, 0.1404, 0.119, 0.2469, 0.2469, 0.1702, 0.1533, 0.127, 0.2223, 0.1292, 0.2937, 0.3573, 0.2905, 0.1589, 0.1447, 0.173, -0.0308, -0.1419, -0.0979, -0.0047, -0.0742, -0.0798, -0.1367, -0.0895, -0.0895, -0.1165, -0.0925, -0.0664, -0.1378, -0.0865, -0.0198, -0.0505, -0.0459, -0.1169, -0.1074, -0.1622, -0.0546, -0.1347, -0.2085, -0.1624, -0.1779, -0.0947, -0.1078, -0.1033, -0.0308, -0.0735, -0.0897, -0.1016, -0.1096, -0.0908, -0.1132, -0.1065, -0.1924, -0.2433, -0.3181, -0.2607, -0.2648, -0.2502, -0.2502, -0.2424, -0.2292, -0.2057, -0.2008, -0.152, -0.0712, 0.0216, 0.0528, 0.0287, 0.0377, 0.0507, -0.0259, 0.0436, 0.1218, 0.0921, 0.0429, -0.0416, -0.0757, -0.0185, -0.0153, 0.0671, 0.1805, 0.3151, 0.226, 0.3198, 0.1893]}
{"unit_id": "orig:2017200307680190814", "ticker_idx": 0, "ts": "2026-01-30T11:36:45+00:00", "symbol": "XOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Exxon is leaner, faster, and more profitable per barrel than ever before", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish XOM: record production, $15B in cost cuts, $37B returned to shareholders — best-in-class efficiency.", "resolved_tickers": ["XOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Integrated'", "bench_c_industry": "Oil & Gas Integrated", "unit_kind": "original", "lang": "en", "tweet_text": "$XOM just reported a Q4 double beat, despite the double beat the stock is down 2.5%. \n\nExxonMobil’s 2025 results highlight a company firing on all cylinders. By focusing on its most profitable regions, $XOM achieved its highest oil production in 40 years. The stars of the show were the Permian Basin and Guyana, which now make up nearly 60% of everything they produce.\n\nEven though oil prices were lower than last year, Exxon stayed highly profitable by cutting $15 billion in waste which is more than any of its big competitors. They didn't just save money, they executed perfectly, finishing 10 major projects on time or early. \n\nThis efficiency allowed them to hand back over $37 billion to shareholders through dividends and buybacks. Simply put, Exxon is leaner, faster, and more profitable per barrel than ever before.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006294176809168439, "ret_signed_m1d": -0.006294176809168439, "alpha_spy_m1d": -0.009285671674297946, "alpha_c_m1d": 0.004283622334992798, "bench_spy_m1d": 0.002991494865129507, "bench_c_m1d": -0.010577799144161237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021216352129170724, "ret_signed_p1d": -0.021216352129170724, "alpha_spy_p1d": -0.026187752654384888, "alpha_c_p1d": -0.0016277538286517679, "bench_spy_p1d": 0.004971400525214165, "bench_c_p1d": -0.019588598300518956, "ret_p1w": 0.054101922135509684, "ret_signed_p1w": 0.054101922135509684, "alpha_spy_p1w": 0.05605283150614393, "alpha_c_p1w": 0.011006808910385857, "bench_spy_p1w": -0.0019509093706342462, "bench_c_p1w": 0.04309511322512383, "ret_p1m": 0.09793454756079045, "ret_signed_p1m": 0.09793454756079045, "alpha_spy_p1m": 0.10601280739325925, "alpha_c_p1m": -0.01940151761247, "bench_spy_p1m": -0.008078259832468793, "bench_c_p1m": 0.11733606517326045, "ret_p3m": 0.10113817965625804, "ret_signed_p3m": 0.10113817965625804, "alpha_spy_p3m": 0.06999031232447983, "alpha_c_p3m": -0.06273426252969982, "bench_spy_p3m": 0.031147867331778212, "bench_c_p3m": 0.16387244218595787, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09793454756079045, "alpha_spy_stated": 0.10601280739325925, "alpha_c_stated": -0.01940151761247, "price_path": [-0.1998, -0.203, -0.1973, -0.1782, -0.1712, -0.1602, -0.1719, -0.1672, -0.1564, -0.1678, -0.1582, -0.1701, -0.1724, -0.172, -0.1798, -0.1902, -0.1883, -0.1883, -0.1802, -0.1752, -0.184, -0.1669, -0.1716, -0.1758, -0.1798, -0.1637, -0.1546, -0.1546, -0.1597, -0.1672, -0.189, -0.1697, -0.1758, -0.1748, -0.1644, -0.1554, -0.1569, -0.1569, -0.1576, -0.1476, -0.1443, -0.1489, -0.1489, -0.1326, -0.1134, -0.1439, -0.162, -0.1308, -0.1187, -0.1228, -0.1051, -0.0792, -0.0868, -0.0814, -0.0814, -0.0774, -0.0551, -0.0549, -0.0455, -0.0464, -0.0323, -0.027, -0.0063, 0.0, -0.0212, 0.0165, 0.0438, 0.0331, 0.0541, 0.0694, 0.0721, 0.1001, 0.0674, 0.0569, 0.0569, 0.0408, 0.0727, 0.0748, 0.0485, 0.0733, 0.0626, 0.0612, 0.0575, 0.0857, 0.0979, 0.0809, 0.0666, 0.0733, 0.0765, 0.071, 0.0546, 0.0791, 0.093, 0.1115, 0.1194, 0.1306, 0.1219, 0.126, 0.1367, 0.1471, 0.1774, 0.1623, 0.1777, 0.2173, 0.2207, 0.2079, 0.1446, 0.144, 0.144, 0.1631, 0.1669, 0.1122, 0.1038, 0.0858, 0.0867, 0.0625, 0.0608, 0.082, 0.0425, 0.0514, 0.0562, 0.0643, 0.0717, 0.0601, 0.055, 0.0719, 0.1011, 0.0987, 0.0875, 0.0942, 0.1026, 0.0586, 0.0435, 0.0292, 0.0656, 0.0724, 0.0791, 0.0877, 0.1319, 0.1503, 0.1651, 0.1202, 0.1131, 0.1104, 0.1104, 0.0738, 0.0601, 0.0534, 0.0412, 0.0707, 0.072, 0.0933, 0.0898, 0.0746, 0.0877, 0.0673, 0.0796, 0.0508, 0.0537, 0.0101, 0.0168, 0.0088, -0.0122, -0.0122, -0.0075, 0.0015, -0.0188, -0.0141, -0.0213, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:1993068116793082057", "ticker_idx": 0, "ts": "2025-11-24T21:24:03+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NBIS identifies capacity—not demand—as its primary growth bottleneck, positioning itself for massive upside through an aggressive infrastructure \"land grab.\"", "tweet_type": "analysis", "timeline": "years", "summary": "Long NBIS with 2035 price targets of $88.73 bear / $158.23 neutral / $310.16 bull on vertical integration, >2.5GW power roadmap, and sovereign AI opportunity.", "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": "Here is my $NBIS visual on request of the Nebius OG himself: @babyfolio.\n\nIf you want to know more about the company, the datacenter wave and my price targets, read the thread 👇 https://t.co/vagOrozq36\n\n---\n\n2/8 The datacenter wave represents a structural bifurcation from general cloud computing to specialized \"AI Factories,\" driven by GenAI’s need for immense power and optimized silicon. As the market matures, players are differentiating into four distinct models:\n\nThe Full-Stack AI Cloud: Represented by $NBIS, this model differentiates through deep vertical integration. They build proprietary hardware and software from the datacenter up to maximize performance.\n\nSpecialized Neoclouds: Companies like $CRWV offer specialized GPU-as-a-Service. Unlike full-stack players, they focus on compute access often using leased infrastructure with less hardware-software integration.\n\nInfrastructure Pivots: Miners like $RIOT, $CIFR, and $IREN leverage legacy crypto assets to provide bare-metal power access, competing on cost and energy availability.\n\nHyperscalers: Giants like AWS, $AMZN and Azure, $MSFT remain broad generalists, offering AI as just one service amidst legacy overhead.\n\n---\n\n3/8 $NBIS differentiates itself through deep vertical integration across all four layers, creating a cohesive \"AI Factory\" rather than just renting chips:\n\nL1 & L2 (Physical): Unlike aggregators, $NBIS designs proprietary server racks and data centers specifically to maximize GPU density and power efficiency.\n\nL3 (Platform): It uniquely merges Slurm orchestration (for HPC) with Managed Kubernetes, combining supercomputer performance with cloud flexibility.\n\nL4 (Tools): Exclusive specialized tools like Nebius Token Factory streamline the MLOps lifecycle from training to inference, offering a level of optimization generic hyperscalers cannot match.\n\n---\n\n4/8 $NBIS demonstrates explosive scaling: Revenue quadruples to $146M by Q3 '25 with Gross Margins surging to 71%. \n\nHowever, the cost of this \"land grab\" is clear—massive infrastructure CapEx drives deep negative Free Cash Flow (-$1B), reflecting heavy upfront investment. https://t.co/C95T7LsUUL\n\n---\n\n5/8 $NBIS identifies capacity—not demand—as its primary growth bottleneck, positioning itself for massive upside through an aggressive infrastructure \"land grab.\" They highlight a bold upgrade in ambition, targeting >2.5 GW of contracted power, significantly exceeding previous roadmaps.\n\nKey future opportunities include:\n\nStrategic US Entry: Expansion into Kansas City and New Jersey signals a direct challenge to domestic hyperscalers, complementing cost-efficient, green-energy hubs in Finland and Iceland.\n\nSovereign AI: Explicitly targeting \"national AI initiatives\" opens lucrative, sticky government revenue streams beyond standard enterprise clients.\n\nExecution Velocity: Aiming for 1 GW of live capacity by 2026 demonstrates a race to convert massive infrastructure investments into recurring revenue, cementing their status as a global AI utility.\n\n---\n\n6/8 $NBIS faces a some risks while scaling to >2.5 GW:\n\nExecution: Construction or supply chain delays directly threaten aggressive revenue targets.\n\nDilution: Funding a massive ~$5B CapEx plan via equity (ATM program) risks shareholder value.\n\nCompetition: Long-term pricing pressure looms from both giants (AWS/Google) and agile Neoclouds.\n\n---\n\n7/8 I have outlined three 2035 valuation scenarios for $NBIS:\n\nBear Case ($88.73): $NBIS stalls at 1.2GW (half the roadmap). It remains a commodity \"rent-a-chip\" utility reliant on Microsoft/Meta, generating $9B revenue at 40% margins.\n\nNeutral Case ($158.23): Successful execution of the full 2.5GW roadmap. $NBIS achieves scale and efficiency, reaching $16.3B revenue with 50% margins.\n\nBull Case ($310.16): A massive \"Super Bull\" expansion to 6.5GW. Nebius evolves into a global Platform Monopoly (Sovereign Cloud) with software-like margins (55%) and $36B revenue.\n\n---\n\n8/8 $NBIS aims to build the global \"engine\" powering the AI revolution, driven by the belief that AI will fundamentally change our world.\n\nThis thread is for informational purposes only. Do your own research.\n\nWhich company should I do next? https://t.co/Me5o5g64Pd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03397844695978325, "ret_signed_m1d": 0.03397844695978325, "alpha_spy_m1d": 0.04329681911374128, "alpha_c_m1d": 0.04526452127834524, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06536909729444051, "ret_signed_p1d": 0.06536909729444051, "alpha_spy_p1d": 0.05846560667471645, "alpha_c_p1d": 0.06396929135308826, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": 0.08517101630010582, "ret_signed_p1w": 0.08517101630010582, "alpha_spy_p1w": 0.07552680653653776, "alpha_c_p1w": 0.07703452218793894, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.008136494112166881, "ret_p1m": 0.025315032285438965, "ret_signed_p1m": 0.025315032285438965, "alpha_spy_p1m": -0.0004619682471695974, "alpha_c_p1m": -0.011188024414413578, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.03650305669985254, "ret_p3m": 0.10171018446087654, "ret_signed_p3m": 0.10171018446087654, "alpha_spy_p3m": 0.07734466066916967, "alpha_c_p3m": 0.07652970762836198, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 1.158190968180325, "ret_signed_p6m": 1.158190968180325, "alpha_spy_p6m": 1.05382273849599, "alpha_c_p6m": 1.1359027141706755, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1895, -0.2313, -0.2313, -0.2606, -0.2614, -0.2697, -0.2634, -0.2793, 0.077, 0.0507, 0.0035, 0.0172, 0.0234, 0.0062, 0.0585, 0.059, 0.1173, 0.1994, 0.2129, 0.274, 0.2144, 0.2117, 0.2401, 0.2632, 0.3007, 0.4162, 0.4399, 0.4057, 0.3243, 0.3726, 0.4923, 0.4579, 0.5241, 0.4418, 0.4157, 0.3843, 0.2763, 0.2264, 0.1733, 0.1096, 0.1944, 0.3193, 0.4112, 0.3707, 0.4075, 0.3972, 0.4719, 0.3554, 0.2437, 0.3164, 0.2313, 0.252, 0.2371, 0.1501, 0.0617, -0.0028, -0.0601, -0.0326, 0.0187, 0.0696, -0.0477, -0.0632, 0.034, 0.0, 0.0654, 0.0654, 0.0674, 0.1268, 0.0852, 0.113, 0.1566, 0.1031, 0.1288, 0.0847, 0.053, 0.0608, -0.0134, -0.0871, -0.0892, -0.1511, -0.1214, 0.0065, 0.0489, 0.0129, 0.0253, 0.0253, -0.0145, -0.032, -0.0417, -0.0582, -0.0582, 0.012, 0.0444, 0.1278, 0.0825, 0.0947, 0.1018, 0.2076, 0.1862, 0.1474, 0.1688, 0.2233, 0.2233, 0.1171, 0.1124, 0.0897, 0.0632, 0.029, 0.1011, 0.13, 0.0678, -0.0415, -0.0081, 0.012, -0.073, -0.1689, -0.0313, 0.045, 0.0327, -0.003, 0.0096, 0.1027, 0.1027, 0.0972, 0.1454, 0.2107, 0.1017, 0.132, 0.1541, 0.194, 0.18, 0.026, 0.024, -0.0234, 0.1001, 0.0762, 0.0051, 0.0682, 0.0849, 0.2601, 0.2156, 0.2708, 0.461, 0.3088, 0.3339, 0.3672, 0.3234, 0.2843, 0.2929, 0.2949, 0.1923, 0.1343, 0.038, 0.1674, 0.1471, 0.2243, 0.2243, 0.2662, 0.3209, 0.4064, 0.5339, 0.6311, 0.739, 0.822, 0.8764, 0.8603, 0.768, 0.7907, 0.7614, 0.7568, 0.7673, 0.6557, 0.631, 0.5246, 0.5885, 0.5552, 0.7382, 0.9849, 0.9793, 1.195, 1.0789, 0.992, 1.0938, 1.0152, 1.332, 1.4882, 1.4746, 1.2486, 1.2247, 1.1582]}
{"unit_id": "orig:2021197309799706865", "ticker_idx": 0, "ts": "2026-02-10T12:19:25+00:00", "symbol": "DUK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive $103 billion capital plan through 2030 targets a 9.6% increase in its earnings base", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish DUK on $103B capex plan through 2030, 5–7% LT profit growth, and data-center/manufacturing power demand surge.", "resolved_tickers": ["DUK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Regulated Electric", "unit_kind": "original", "lang": "en", "tweet_text": "$DUK just reported a solid Q4 double beat, expressing that the need for power is still on.\n\nA massive $103 billion capital plan through 2030 targets a 9.6% increase in its earnings base, fueled by soaring power demand from data centers and manufacturing. With 2026 guidance set at $6.55–$6.80, the company expects long-term profit growth of 5%–7%. \n\nBy adding 13 gigawatts of new energy, mostly solar and natural gas, $DUK is positioning itself as the vital backbone for America’s tech-heavy economy. It’s a bold, multi-year bet on the power needs of tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015528945465999255, "ret_signed_m1d": -0.015528945465999255, "alpha_spy_m1d": -0.018173064351612922, "alpha_c_m1d": -0.018173064351612922, "bench_spy_m1d": 0.0026441188856136666, "bench_c_m1d": 0.0026441188856136666, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012617303499161459, "ret_signed_p1d": 0.012617303499161459, "alpha_spy_p1d": 0.012848425642825956, "alpha_c_p1d": 0.012848425642825956, "bench_spy_p1d": -0.00023112214366449724, "bench_c_p1d": -0.00023112214366449724, "ret_p1w": 0.03355864150240384, "ret_signed_p1w": 0.03355864150240384, "alpha_spy_p1w": 0.046952289411267056, "alpha_c_p1w": 0.046952289411267056, "bench_spy_p1w": -0.013393647908863215, "bench_c_p1w": -0.013393647908863215, "ret_p1m": 0.06063949791155321, "ret_signed_p1m": 0.06063949791155321, "alpha_spy_p1m": 0.08345339006341823, "alpha_c_p1m": 0.08345339006341823, "bench_spy_p1m": -0.022813892151865023, "bench_c_p1m": -0.022813892151865023, "ret_p3m": 0.012840136444064454, "ret_signed_p3m": 0.012840136444064454, "alpha_spy_p3m": -0.055810498543413134, "alpha_c_p3m": -0.055810498543413134, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.009, -0.0075, 0.0125, 0.0013, -0.0114, -0.0089, -0.0068, -0.0125, -0.0138, -0.0017, -0.0017, 0.0024, -0.0234, -0.0319, -0.0406, -0.0459, -0.0576, -0.0681, -0.0679, -0.078, -0.0748, -0.0675, -0.0559, -0.0651, -0.0502, -0.0493, -0.0654, -0.0594, -0.0554, -0.0498, -0.0498, -0.0522, -0.0495, -0.0482, -0.052, -0.052, -0.0501, -0.0552, -0.0477, -0.0603, -0.0511, -0.0553, -0.056, -0.0505, -0.0401, -0.0383, -0.0357, -0.0357, -0.0331, -0.0345, -0.048, -0.0502, -0.0393, -0.0271, -0.0275, -0.0222, -0.0185, -0.0336, -0.0159, -0.0116, -0.0019, -0.0144, -0.0155, 0.0, 0.0126, 0.02, 0.0457, 0.0457, 0.0336, 0.0216, 0.0308, 0.0341, 0.0424, 0.0478, 0.0517, 0.0541, 0.0673, 0.0737, 0.0721, 0.0757, 0.0735, 0.0808, 0.0692, 0.0579, 0.0606, 0.0752, 0.0861, 0.0886, 0.0845, 0.0665, 0.0583, 0.0344, 0.0387, 0.039, 0.0454, 0.0553, 0.0603, 0.0743, 0.0681, 0.0677, 0.0785, 0.0785, 0.0719, 0.0752, 0.0734, 0.0849, 0.075, 0.0637, 0.0586, 0.0439, 0.0492, 0.0443, 0.0429, 0.0251, 0.0216, 0.0444, 0.0381, 0.0367, 0.0424, 0.0319, 0.0567, 0.049, 0.0396, 0.0407, 0.024, 0.0185, 0.0128, 0.0188, 0.0202, 0.0106, 0.014, -0.0049, 0.0106, 0.0248, 0.0186, 0.0256, 0.0339, 0.0339, 0.0282, 0.0313, 0.0182, 0.0097, -0.0136, -0.0037, -0.0042, 0.0023, 0.022, 0.0042, 0.0187, 0.0288, 0.0218, 0.0282, 0.0307, 0.0371, 0.018, 0.019, 0.019, 0.0162, 0.0288, 0.041, 0.0458, 0.0564, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029948350741545355", "ticker_idx": 0, "ts": "2026-03-06T15:52:56+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL is transforming from a top-tier traditional networking player into the undisputed, end-to-end data highway for hyperscaler AI clusters.", "tweet_type": "analysis", "timeline": "months", "summary": "Long MRVL: acquisitions of Celestial AI and XConn position it as the structural AI data-center backbone via silicon photonics, UALink/CXL switching, and $11B FY2027 revenue trajectory.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MRVL now +17.6%  as they closed nearly $3.8 billion in strategic acquisitions that fundamentally rewrite the rules of AI infrastructure.\n\nMarvell has officially absorbed Celestial AI and XConn Technologies, capturing the most critical chokepoint in next-generation data center scaling: optical data movement.\n\nSome facts:\n\n- Data Center segment revenue just smashed past $6B, growing 46% YoY\n- FY2027 total revenue projected to approach $11B with accelerating quarterly growth \n- They just bought groundbreaking technology that uses light (lasers) instead of slow, hot copper wires to move massive amounts of AI data instantly \n- Now owns the architecture for open-standard UALink and CXL 3.1 switching \n- Offering a direct, vendor-neutral alternative to Broadcom and NVIDIA's NVLink\n\n$MRVL is transforming from a top-tier traditional networking player into the undisputed, end-to-end data highway for hyperscaler AI clusters.\n\n- Silicon photonics and optical interconnects. \n- Advanced PCIe Gen 6 switching. \n- Memory disaggregation and compute pooling.\n\nHyperscaler AI budgets are exploding globally. GPU clusters are scaling to sizes where traditional copper connections are hitting hard limits in heat and latency. The industry desperately needs open-standard, light-speed data movement to break free from vendor lock-in.\n\n$MRVL just positioned itself to own the structural backbone of tomorrow's AI data centers at exactly the right time.\n\nIt's vision + execution\n\nThis is not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": "$MRVL surges 9.5% in pre-market after delivering stellar Q4 earnings yesterday. The company posted a phenomenal double beat.\n\nHere are the main reasons why I'm considering a starting position:\n\nExplosive AI Demand: Relentless AI spending is the engine of Marvell's success. 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{"unit_id": "reply:1970497431390560722", "ticker_idx": 0, "ts": "2025-09-23T14:36:12+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "will be over $200 by the end of the year", "tweet_type": "prediction", "timeline": "months", "summary": "PLTR will exceed $200 by year-end.", "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": "@StockSavvyShay will be over $200 by the end of the year", "reply_text": null, "parent_text": "$PLTR JUST BROKE ABOVE $185  😳 https://t.co/2luCrKI3c4", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.017639009404947337, "ret_signed_m1d": -0.017639009404947337, "alpha_spy_m1d": -0.023112366400330875, "alpha_c_m1d": -0.023112366400330875, "bench_spy_m1d": 0.005473356995383538, "bench_c_m1d": 0.005473356995383538, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01637910404370857, "ret_signed_p1d": -0.01637910404370857, "alpha_spy_p1d": -0.01319743981284116, "alpha_c_p1d": -0.01319743981284116, "bench_spy_p1d": -0.0031816642308674092, "bench_c_p1d": -0.0031816642308674092, "ret_p1w": -0.0007121603979137747, "ret_signed_p1w": -0.0007121603979137747, "alpha_spy_p1w": -0.005190226605258252, "alpha_c_p1w": -0.005190226605258252, "bench_spy_p1w": 0.004478066207344478, "bench_c_p1w": 0.004478066207344478, "ret_p1m": -0.038674321777973586, "ret_signed_p1m": -0.038674321777973586, "alpha_spy_p1m": -0.04559505390964602, "alpha_c_p1m": -0.04559505390964602, "bench_spy_p1m": 0.006920732131672436, "bench_c_p1m": 0.006920732131672436, "ret_p3m": 0.05932622103536245, "ret_signed_p3m": 0.05932622103536245, "alpha_spy_p3m": 0.03008809265714074, "alpha_c_p3m": 0.03008809265714074, "bench_spy_p3m": 0.029238128378221706, "bench_c_p3m": 0.029238128378221706, "ret_p6m": -0.1631333786987308, "ret_signed_p6m": -0.1631333786987308, "alpha_spy_p6m": -0.16339625943735792, "alpha_c_p6m": -0.16339625943735792, "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": -0.038674321777973586, "alpha_spy_stated": -0.04559505390964602, "alpha_c_stated": -0.04559505390964602, "price_path": [-0.2098, -0.2838, -0.2532, -0.2841, -0.2763, -0.264, -0.264, -0.2379, -0.2347, -0.2159, -0.2194, -0.2216, -0.183, -0.1861, -0.1733, -0.1565, -0.159, -0.1685, -0.1834, -0.1529, -0.1517, -0.1301, -0.1351, -0.1441, -0.1311, -0.1326, -0.1549, -0.1199, -0.0508, -0.0165, -0.0019, 0.0242, 0.0007, 0.0242, 0.01, -0.0084, -0.0295, -0.0467, -0.1359, -0.1454, -0.1445, -0.1304, -0.139, -0.1188, -0.1415, -0.1338, -0.1416, -0.1416, -0.1395, -0.1515, -0.1447, -0.1613, -0.1449, -0.1106, -0.0866, -0.0996, -0.0609, -0.0621, -0.0673, -0.0779, -0.0306, -0.0009, -0.0176, 0.0, -0.0164, -0.0188, -0.0273, -0.0202, -0.0007, 0.0131, 0.0247, -0.0519, -0.0165, -0.0021, 0.0055, 0.016, -0.0389, -0.0293, -0.0154, -0.0161, -0.0243, -0.0241, -0.0053, -0.0057, -0.0387, -0.0113, 0.0114, 0.0363, 0.0386, 0.0891, 0.0657, 0.0982, 0.1349, 0.0449, 0.0293, -0.0411, -0.0253, 0.0606, 0.0461, 0.0089, -0.057, -0.0468, -0.0619, -0.0834, -0.0938, -0.1468, -0.1517, -0.1112, -0.1041, -0.0919, -0.0919, -0.0772, -0.0825, -0.065, -0.0354, -0.0254, -0.0043, -0.0058, -0.0039, 0.0294, 0.0273, 0.0056, 0.0038, 0.0285, -0.0288, 0.0172, 0.0593, 0.0626, 0.0634, 0.0637, 0.0637, 0.0337, 0.0089, -0.0094, -0.0263, -0.0263, -0.0805, -0.0466, -0.0156, -0.0048, -0.0312, -0.0277, -0.0172, -0.0197, -0.0227, -0.03, -0.0635, -0.0635, -0.0768, -0.0943, -0.0912, -0.0709, -0.0826, -0.0923, -0.138, -0.1681, -0.197, -0.1906, -0.1351, -0.2356, -0.2878, -0.2555, -0.2171, -0.2358, -0.2568, -0.2926, -0.2801, -0.2801, -0.2713, -0.2584, -0.2611, -0.2592, -0.2846, -0.2942, -0.2649, -0.2553, -0.2485, -0.2048, -0.1935, -0.1608, -0.1637, -0.1391, -0.1431, -0.1721, -0.1695, -0.1591, -0.1731, -0.1634, -0.1505, -0.1631]}
{"unit_id": "reply:1996610055291175217", "ticker_idx": 0, "ts": "2025-12-04T15:58:27+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 $IREN yesterday at $40.24. Looks ideal at the moment", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed long position in IREN at $40.24; views it as ideal currently.", "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": "@LandoInvests Bought $IREN yesterday at $40.24. Looks ideal at the moment 👌🏼", "reply_text": null, "parent_text": "Almost like I told you so $CIFR $IREN https://t.co/ZyhiD5up7v", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": -0.053606063241520285, "ret_signed_m1d": -0.053606063241520285, "alpha_spy_m1d": -0.052875547483367424, "alpha_c_m1d": -0.051556094636139305, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.0020499686053809807, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03745966953471125, "ret_signed_p1d": -0.03745966953471125, "alpha_spy_p1d": -0.03935915437902715, "alpha_c_p1d": -0.03783233222582949, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0003726626911182418, "ret_p1w": -0.0540366435953451, "ret_signed_p1w": -0.0540366435953451, "alpha_spy_p1w": -0.061020964123071786, "alpha_c_p1w": -0.07658593847205697, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.022549294876711867, "ret_p1m": -0.08073196853404507, "ret_signed_p1m": -0.08073196853404507, "alpha_spy_p1m": -0.08189895936483138, "alpha_c_p1m": -0.10797721627522283, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.02724524774117776, "ret_p3m": -0.16361683883721456, "ret_signed_p3m": -0.16361683883721456, "alpha_spy_p3m": -0.16062202995916408, "alpha_c_p3m": -0.12129447460005338, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.04232236423716118, "ret_p6m": 0.36792249455081394, "ret_signed_p6m": 0.36792249455081394, "alpha_spy_p6m": 0.25629403968516007, "alpha_c_p6m": 0.3983671439593387, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": -0.03044464940852476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08073196853404507, "alpha_spy_stated": -0.08189895936483138, "alpha_c_stated": -0.10797721627522283, "price_path": [-0.4362, -0.3501, -0.276, -0.2928, -0.2689, -0.2004, -0.2153, -0.1841, -0.2181, -0.1681, -0.098, -0.1008, 0.0149, -0.0034, -0.0988, -0.0112, 0.0103, 0.0136, 0.0123, 0.0863, 0.2433, 0.3279, 0.2936, 0.3746, 0.2868, 0.3808, 0.4975, 0.4635, 0.3311, 0.3072, 0.2749, 0.1883, 0.1158, 0.2026, 0.3541, 0.3991, 0.3438, 0.3008, 0.2534, 0.3079, 0.4586, 0.4344, 0.645, 0.4416, 0.3429, 0.2954, 0.2353, 0.1991, 0.0474, -0.0017, 0.0207, 0.0517, -0.0133, -0.0642, -0.0902, 0.0439, 0.022, 0.0431, 0.0431, 0.0293, 0.0439, -0.1147, -0.0536, 0.0, -0.0375, -0.0024, 0.0084, -0.0545, -0.054, -0.1361, -0.2362, -0.2123, -0.2728, -0.2293, -0.1406, -0.0949, -0.0943, -0.0962, -0.0962, -0.1324, -0.1516, -0.1755, -0.1869, -0.1869, -0.0807, 0.0385, -0.0116, -0.0608, -0.0166, -0.009, 0.0835, 0.1408, 0.1384, 0.1171, 0.2448, 0.2448, 0.1681, 0.1513, 0.1251, 0.2202, 0.1272, 0.2915, 0.355, 0.2883, 0.1569, 0.1427, 0.1709, -0.0325, -0.1434, -0.0995, -0.0065, -0.0758, -0.0814, -0.1382, -0.0911, -0.0911, -0.118, -0.0941, -0.068, -0.1393, -0.0881, -0.0215, -0.0521, -0.0476, -0.1184, -0.1089, -0.1636, -0.0562, -0.1362, -0.2099, -0.1638, -0.1793, -0.0962, -0.1094, -0.1048, -0.0325, -0.0751, -0.0913, -0.1031, -0.1111, -0.0924, -0.1147, -0.1081, -0.1938, -0.2446, -0.3193, -0.262, -0.2661, -0.2515, -0.2515, -0.2437, -0.2306, -0.2071, -0.2022, -0.1535, -0.0728, 0.0198, 0.051, 0.0269, 0.036, 0.0489, -0.0276, 0.0418, 0.1199, 0.0902, 0.0411, -0.0433, -0.0773, -0.0202, -0.017, 0.0652, 0.1785, 0.3128, 0.2239, 0.3175, 0.1873, 0.2177, 0.1877, 0.2573, 0.1397, 0.0863, 0.0278, 0.1348, 0.2499, 0.2235, 0.2235, 0.287, 0.4605, 0.3789, 0.3679]}
{"unit_id": "reply:1996234622078791719", "ticker_idx": 0, "ts": "2025-12-03T15:06:36+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I put it straight into $IREN this morning", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought IREN this morning with savings.", "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": "@DrunkDividends We saved some money on our energy bills, so I put it straight into $IREN this morning.", "reply_text": null, "parent_text": "@Kaizen_Investor Gm! I ran out of cash 😭\nLets connect", "quoted_text": null, "parent_author": "DrunkDividends", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:1995945262586736804", "ticker_idx": 0, "ts": "2025-12-02T19:56:48+00:00", "symbol": "DE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I like $DE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on Deere; endorses it from the parent's list.", "resolved_tickers": ["DE"], "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": "@polaronfinance I like $DE", "reply_text": null, "parent_text": "ChatGPT 5.1's portfolio for this month, based on current economic and geopolitical trends:\n\n$WMT – Walmart\n$DE – Deere\n$LEN – Lennar\n$MUSA – Murphy USA\n$AAOI – Applied Optoelectronics\n\nCheck back at the end of December to see if GPT beat the market! 🧵 https://t.co/Tt8Ayug3d0", "quoted_text": null, "parent_author": "polaronfinance", "ret_m1d": -0.0022168272131039, "ret_signed_m1d": -0.0022168272131039, "alpha_spy_m1d": -0.000367884630193549, "alpha_c_m1d": 0.0064241096623831595, "bench_spy_m1d": -0.0018489425829103512, "bench_c_m1d": -0.00864093687548706, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02700630129354753, "ret_signed_p1d": 0.02700630129354753, "alpha_spy_p1d": 0.023543552213187935, "alpha_c_p1d": 0.017514258484138123, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.009492042809409407, "ret_p1w": -0.013407277763284653, "ret_signed_p1w": -0.013407277763284653, "alpha_spy_p1w": -0.01562274007387765, "alpha_c_p1w": -0.01668031258719027, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.0032730348239056184, "ret_p1m": -0.004198047387848569, "ret_signed_p1m": -0.004198047387848569, "alpha_spy_p1m": -0.007726804332444659, "alpha_c_p1m": -0.023125003012049672, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.018926955624201103, "ret_p3m": 0.346878959584457, "ret_signed_p3m": 0.346878959584457, "alpha_spy_p3m": 0.33736073391919086, "alpha_c_p3m": 0.18331064631782445, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.16356831326663257, "ret_p6m": 0.13561754542505655, "ret_signed_p6m": 0.13561754542505655, "alpha_spy_p6m": 0.02820767054020923, "alpha_c_p6m": -0.012512973740494981, "bench_spy_p6m": 0.10740987488484732, "bench_c_p6m": 0.14813051916555153, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.004198047387848569, "alpha_spy_stated": -0.007726804332444659, "alpha_c_stated": -0.023125003012049672, "price_path": [0.0087, 0.0052, 0.0228, 0.0102, 0.0012, 0.012, -0.0006, -0.0036, -0.0044, -0.0035, 0.0113, -0.0025, -0.0037, 0.0019, -0.0039, -0.0087, -0.0144, -0.0113, -0.0253, -0.0371, -0.0156, -0.0134, -0.0252, -0.0163, -0.0179, -0.0276, -0.0486, -0.064, -0.0452, -0.0441, -0.0256, -0.0227, -0.0143, -0.0199, -0.0145, 0.0006, 0.0077, 0.0191, -0.002, 0.0093, -0.008, -0.016, -0.0154, -0.0018, 0.0097, 0.0133, -0.0029, 0.0112, 0.0188, 0.0248, 0.0091, 0.0151, 0.0146, 0.01, 0.012, 0.0153, 0.0386, 0.0385, 0.0618, 0.0015, 0.0015, -0.0099, -0.0022, 0.0, 0.027, 0.0296, 0.0127, -0.006, -0.0134, -0.0005, 0.0145, 0.0334, 0.0402, 0.0347, 0.0253, 0.0126, 0.003, -0.0008, -0.0063, -0.0036, -0.0036, -0.0005, 0.0023, 0.0017, -0.0042, -0.0042, -0.0016, -0.0031, 0.0395, 0.0164, 0.0712, 0.0439, 0.0496, 0.0684, 0.0953, 0.1016, 0.1002, 0.1002, 0.088, 0.1326, 0.1173, 0.1003, 0.1048, 0.1105, 0.1229, 0.1338, 0.1293, 0.1384, 0.1657, 0.2133, 0.21, 0.2472, 0.2527, 0.2692, 0.3105, 0.2793, 0.2896, 0.2896, 0.2851, 0.2689, 0.4159, 0.417, 0.3835, 0.3786, 0.3338, 0.325, 0.3469, 0.3494, 0.3244, 0.3134, 0.2634, 0.2615, 0.2822, 0.2678, 0.2706, 0.253, 0.2352, 0.2245, 0.2283, 0.2213, 0.214, 0.1972, 0.2171, 0.247, 0.2363, 0.2431, 0.212, 0.1882, 0.2084, 0.2242, 0.235, 0.235, 0.2337, 0.2356, 0.3071, 0.3257, 0.2978, 0.2936, 0.2786, 0.237, 0.2532, 0.2666, 0.2753, 0.2598, 0.2442, 0.2698, 0.2069, 0.2178, 0.2096, 0.2013, 0.2654, 0.2383, 0.2407, 0.2352, 0.2692, 0.2453, 0.2331, 0.2629, 0.2639, 0.2456, 0.2327, 0.2052, 0.2109, 0.1971, 0.2023, 0.1398, 0.1351, 0.1351, 0.135, 0.1356]}
{"unit_id": "reply:2012101773813555616", "ticker_idx": 0, "ts": "2026-01-16T09:57:00+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market has yet to fully price this alpha", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long IREN: time-to-power structural edge vs peers not yet fully priced by 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": "@TheTechInvest In the AI race, time-to-power is the critical metric. $IREN delivering energized MWs while peers are stuck in planning is a massive structural edge. The market has yet to fully price this alpha.", "reply_text": null, "parent_text": "🚨 BUILDING RAPIDLY + AT SCALE = CRITICAL BOTTLENECK\n\nBuilding data centers rapidly at scale is the most critical part of being a world class AI INFRA and that’s why in a few quarters the market will price this moat and differentiate $IREN from its peers.", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": -0.1025596737543153, "ret_signed_m1d": -0.1025596737543153, "alpha_spy_m1d": -0.10339828161735731, "alpha_c_m1d": -0.10127389037531309, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": -0.0012857833790022033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.019716350668720017, "ret_signed_p1w": -0.019716350668720017, "alpha_spy_p1w": -0.016203033499561426, "alpha_c_p1w": 0.005448943386023197, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.025165294054743215, "ret_p1m": -0.26980281142266305, "ret_signed_p1m": -0.26980281142266305, "alpha_spy_p1m": -0.25547497474263114, "alpha_c_p1m": -0.21855382680774815, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": -0.051248984614914894, "ret_p3m": -0.1556554833535504, "ret_signed_p3m": -0.1556554833535504, "alpha_spy_p3m": -0.17039042587125297, "alpha_c_p3m": -0.11888421320496367, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": -0.03677127014858672, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.1556554833535504, "alpha_spy_stated": -0.17039042587125297, "alpha_c_stated": -0.11888421320496367, "price_path": [-0.0454, -0.1036, -0.0339, 0.0879, 0.124, 0.0796, 0.045, 0.0069, 0.0507, 0.1717, 0.1524, 0.3215, 0.1581, 0.0789, 0.0406, -0.0076, -0.0367, -0.1586, -0.198, -0.18, -0.1551, -0.2074, -0.2482, -0.2691, -0.1614, -0.179, -0.1621, -0.1621, -0.1731, -0.1614, -0.2888, -0.2397, -0.1966, -0.2267, -0.1985, -0.1899, -0.2404, -0.2401, -0.3059, -0.3864, -0.3672, -0.4158, -0.3808, -0.3096, -0.2729, -0.2724, -0.274, -0.274, -0.303, -0.3184, -0.3376, -0.3468, -0.3468, -0.2615, -0.1657, -0.206, -0.2455, -0.21, -0.2039, -0.1295, -0.0835, -0.0854, -0.1026, 0.0, 0.0, -0.0616, -0.0751, -0.0962, -0.0197, -0.0944, 0.0375, 0.0886, 0.0349, -0.0706, -0.082, -0.0593, -0.2228, -0.3118, -0.2765, -0.2018, -0.2575, -0.262, -0.3077, -0.2698, -0.2698, -0.2914, -0.2722, -0.2513, -0.3085, -0.2674, -0.2139, -0.2385, -0.2349, -0.2918, -0.2842, -0.3281, -0.2418, -0.306, -0.3653, -0.3283, -0.3407, -0.274, -0.2845, -0.2809, -0.2228, -0.257, -0.27, -0.2795, -0.2859, -0.2708, -0.2888, -0.2835, -0.3523, -0.3931, -0.4531, -0.4071, -0.4104, -0.3987, -0.3987, -0.3924, -0.3819, -0.363, -0.359, -0.32, -0.2551, -0.1807, -0.1557, -0.175, -0.1678, -0.1574, -0.2188, -0.1631, -0.1003, -0.1242, -0.1636, -0.2314, -0.2587, -0.2129, -0.2103, -0.1442, -0.0533, 0.0547, -0.0168, 0.0585, -0.0462, -0.0218, -0.0458, 0.01, -0.0844, -0.1273, -0.1743, -0.0884, 0.0042, -0.0171, -0.0171, 0.0339, 0.1733, 0.1077, 0.0989, 0.1299, 0.1519, 0.1325, 0.0699, -0.06, 0.0237, -0.0657, -0.109, -0.0192, 0.0337, 0.0524, 0.0235, 0.005, 0.037, 0.037, -0.0164, -0.0536, -0.1301, -0.1743, -0.1835, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016896562337558718", "ticker_idx": 0, "ts": "2026-01-29T15:29:47+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX now up 50% YTD. Still undervalued.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long AMPX; up 50% YTD but still undervalued with upside ahead.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX now up 50% YTD. Still undervalued. https://t.co/LxoUYUBLUA", "reply_text": null, "parent_text": null, "quoted_text": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026.\n\nLithium-ion batteries rely on graphite anodes, which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo", "parent_author": null, "ret_m1d": -0.1178203527583731, "ret_signed_m1d": -0.1178203527583731, "alpha_spy_m1d": -0.11980867549542273, "alpha_c_m1d": -0.10745017831600234, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.010370174442370761, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0839470066073198, "ret_signed_p1d": -0.0839470066073198, "alpha_spy_p1d": -0.08096443409255305, "alpha_c_p1d": -0.08141480847807592, "bench_spy_p1d": -0.002982572514766746, "bench_c_p1d": -0.002532198129243879, "ret_p1w": -0.22091310875215997, "ret_signed_p1w": -0.22091310875215997, "alpha_spy_p1w": -0.19725454363865713, "alpha_c_p1w": -0.23604646070550384, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": 0.015133351953343865, "ret_p1m": -0.20986748140510636, "ret_signed_p1m": -0.20986748140510636, "alpha_spy_p1m": -0.19826872581753485, "alpha_c_p1m": -0.27787670016001964, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": 0.06800921875491328, "ret_p3m": 0.44992640977011944, "ret_signed_p3m": 0.44992640977011944, "alpha_spy_p3m": 0.42169514440736466, "alpha_c_p3m": 0.41616031532967224, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.0337660944404472, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20986748140510636, "alpha_spy_stated": -0.19826872581753485, "alpha_c_stated": -0.27787670016001964, "price_path": [-0.0015, -0.109, -0.0398, -0.1708, -0.0626, 0.0007, -0.0486, -0.0891, -0.137, -0.1686, -0.232, -0.2143, -0.204, -0.2415, -0.2555, -0.2047, -0.2099, -0.204, -0.204, -0.1664, -0.2187, -0.2003, -0.1517, -0.1001, -0.1031, -0.1311, -0.1384, -0.187, -0.1576, -0.1966, -0.2599, -0.243, -0.3535, -0.3262, -0.3115, -0.3321, -0.3579, -0.3719, -0.3719, -0.391, -0.4168, -0.4234, -0.419, -0.419, -0.3564, -0.3218, -0.3233, -0.3446, -0.3196, -0.3019, -0.2629, -0.2879, -0.2371, -0.2526, -0.19, -0.19, -0.1775, -0.1701, -0.12, -0.1775, -0.1973, -0.1473, -0.1178, 0.0, -0.0839, -0.0317, 0.081, -0.0869, -0.2209, -0.0987, -0.0803, -0.1495, -0.1819, -0.2496, -0.2658, -0.2658, -0.2806, -0.2703, -0.2378, -0.299, -0.2489, -0.2047, -0.1856, -0.1517, -0.2099, -0.1465, -0.1436, -0.0758, 0.0965, 0.2025, 0.3049, 0.3255, 0.3689, 0.3468, 0.3218, 0.3763, 0.4271, 0.3918, 0.4072, 0.3402, 0.3756, 0.3078, 0.3203, 0.2636, 0.187, 0.0839, 0.2415, 0.1429, 0.1782, 0.1782, 0.2931, 0.2297, 0.2459, 0.1892, 0.268, 0.3542, 0.3174, 0.3476, 0.4087, 0.3748, 0.444, 0.5781, 0.6708, 0.6001, 0.5214, 0.5773, 0.4499, 0.4978, 0.5508, 0.5368, 0.5007, 0.5758, 0.634, 0.1863, 0.2297, 0.3019, 0.3866, 0.2901, 0.3159, 0.2408, 0.1686, 0.1399, 0.1097, 0.1267, 0.1804, 0.1804, 0.313, 0.2636, 0.5353, 0.4934, 0.6016, 0.687, 0.6009, 0.6598, 0.4499, 0.3866, 0.2828, 0.2099, 0.2592, 0.201, 0.2386, 0.1406, 0.1046, 0.1907, 0.1907, 0.1524, 0.0398, -0.0781, -0.0751, -0.0493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025311797608087711", "ticker_idx": 0, "ts": "2026-02-21T20:48:55+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Loads of important customers have already signed long-term contracts with $PL. Many more will follow in the upcoming four years. $PL already have positive cash flow quarters right now. In four years they will have enough money to lower their margins and completely compete Satellogic out of the market.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL on long-term contracts and positive cash flow; bearish SATL as PL will outspend and outcompete it over the next 4 years.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "It will probably take 4 more years before Satellogic can match the EO coverage. Loads of important customers have already signed long-term contracts with $PL. Many more will follow in the upcoming four years. \n\n$SATL will have to spend a lot of money to launch all those satellites. $PL already have positive cash flow quarters right now. In four years they will have enough money to lower their margins and completely compete Satellogic out of the market.", "reply_text": null, "parent_text": "@Kaizen_Investor Do you think $SATL lower cost model can be disruptive for $PL? It may take a few years to match EO coverage, but if cost to launch and operate is lower, might steal some market share potentially with being a lower cost to entry for smaller countries or businesses.", "quoted_text": null, "parent_author": "AJ_BigTrader32", "ret_m1d": 0.005046212296879959, "ret_signed_m1d": 0.005046212296879959, "alpha_spy_m1d": -0.005270501482605772, "alpha_c_m1d": -0.008681431619823599, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727643916703558, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03910842602916409, "ret_signed_p1d": 0.03910842602916409, "alpha_spy_p1d": 0.03183995075896573, "alpha_c_p1d": 0.026810830931005336, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297595098158753, "ret_p1w": 0.10849452688009986, "ret_signed_p1w": 0.10849452688009986, "alpha_spy_p1w": 0.10264739397321421, "alpha_c_p1w": 0.08521479910089047, "bench_spy_p1w": 0.005847132906885655, "bench_c_p1w": 0.02327972777920939, "ret_p1m": 0.33851972265002095, "ret_signed_p1m": 0.33851972265002095, "alpha_spy_p1m": 0.37871106210986405, "alpha_c_p1m": 0.3978297668675621, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05931004421754116, "ret_p3m": 0.7863750342989881, "ret_signed_p3m": 0.7863750342989881, "alpha_spy_p3m": 0.6949928002063197, "alpha_c_p3m": 0.8082296266122411, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.02185459231325293, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.5071, -0.5071, -0.4996, -0.508, -0.505, -0.495, -0.4558, -0.463, -0.4554, -0.4601, -0.4558, -0.2653, -0.233, -0.241, -0.2481, -0.3074, -0.2645, -0.1934, -0.1337, -0.1283, -0.1455, -0.1455, -0.1859, -0.1644, -0.1699, -0.1707, -0.1707, -0.1417, -0.1005, -0.0816, -0.0492, -0.0563, -0.045, 0.0698, 0.0648, 0.1241, 0.1892, 0.2103, 0.2103, 0.1775, 0.1093, 0.0959, 0.1329, 0.0879, 0.1804, 0.1724, 0.1081, 0.05, -0.0391, 0.0071, -0.0845, -0.1409, -0.0639, 0.0101, -0.0416, -0.0896, -0.1043, -0.0572, -0.0572, -0.066, -0.0017, 0.0559, 0.005, 0.0, 0.0391, 0.0357, 0.0765, 0.0151, 0.1085, 0.0639, 0.0934, 0.0341, 0.0631, 0.0858, 0.0681, 0.0698, 0.05, 0.0425, 0.0345, 0.1388, 0.0433, 0.1337, 0.4226, 0.4222, 0.3385, 0.4874, 0.3625, 0.2977, 0.1728, 0.1754, 0.2914, 0.5088, 0.5088, 0.4727, 0.479, 0.537, 0.4394, 0.4579, 0.4432, 0.4268, 0.447, 0.6775, 0.6182, 0.577, 0.5992, 0.6598, 0.6102, 0.4903, 0.4907, 0.4731, 0.4331, 0.5547, 0.5517, 0.6207, 0.5614, 0.669, 0.4819, 0.6417, 0.7595, 0.7107, 0.7132, 0.8099, 0.7502, 0.7498, 0.7489, 0.7939, 0.7864, 0.865, 0.865, 1.032, 1.1228, 1.1615, 1.1505, 0.9537, 1.0223, 0.8137, 0.8305, 0.3549, 0.3768, 0.3108, 0.2918, 0.4369, 0.3099, 0.286, 0.1863, 0.1867, 0.1871, 0.1871, 0.2098, 0.1997, 0.106, 0.1148, 0.1384, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2025311797608087711", "ticker_idx": 1, "ts": "2026-02-21T20:48:55+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SATL will have to spend a lot of money to launch all those satellites... In four years they will have enough money to lower their margins and completely compete Satellogic out of the market.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL on long-term contracts and positive cash flow; bearish SATL as PL will outspend and outcompete it over the next 4 years.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "It will probably take 4 more years before Satellogic can match the EO coverage. Loads of important customers have already signed long-term contracts with $PL. Many more will follow in the upcoming four years. \n\n$SATL will have to spend a lot of money to launch all those satellites. $PL already have positive cash flow quarters right now. In four years they will have enough money to lower their margins and completely compete Satellogic out of the market.", "reply_text": null, "parent_text": "@Kaizen_Investor Do you think $SATL lower cost model can be disruptive for $PL? It may take a few years to match EO coverage, but if cost to launch and operate is lower, might steal some market share potentially with being a lower cost to entry for smaller countries or businesses.", "quoted_text": null, "parent_author": "AJ_BigTrader32", "ret_m1d": 0.1090342369075521, "ret_signed_m1d": -0.1090342369075521, "alpha_spy_m1d": -0.09871752312806636, "alpha_c_m1d": -0.09530659299084854, "bench_spy_m1d": 0.010316713779485731, "bench_c_m1d": 0.013727643916703558, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006230523579077385, "ret_signed_p1d": -0.006230523579077385, "alpha_spy_p1d": 0.0010379516911209752, "alpha_c_p1d": 0.0060670715190813684, "bench_spy_p1d": 0.00726847527019836, "bench_c_p1d": 0.012297595098158753, "ret_p1w": -0.012461047158154548, "ret_signed_p1w": 0.012461047158154548, "alpha_spy_p1w": 0.018308180065040203, "alpha_c_p1w": 0.03574077493736394, "bench_spy_p1w": 0.005847132906885655, "bench_c_p1w": 0.02327972777920939, "ret_p1m": 0.6760124767931825, "ret_signed_p1m": -0.6760124767931825, "alpha_spy_p1m": -0.7162038162530256, "alpha_c_p1m": -0.7353225210107237, "bench_spy_p1m": -0.0401913394598431, "bench_c_p1m": -0.05931004421754116, "ret_p3m": 2.0031153360632383, "ret_signed_p3m": -2.0031153360632383, "alpha_spy_p3m": -1.91173310197057, "alpha_c_p3m": -2.0249699283764913, "bench_spy_p3m": 0.09138223409266844, "bench_c_p3m": -0.02185459231325293, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.4829, -0.4829, -0.486, -0.5016, -0.514, -0.4984, -0.4548, -0.4735, -0.4548, -0.4112, -0.3614, -0.3084, -0.3583, -0.4112, -0.3863, -0.4299, -0.4361, -0.3583, -0.3333, -0.3707, -0.3178, -0.3178, -0.3754, -0.405, -0.4237, -0.4174, -0.4174, -0.3894, -0.2866, -0.3178, -0.2523, -0.0903, -0.0623, 0.1246, 0.1121, 0.1402, 0.0872, 0.109, 0.109, 0.134, 0.1184, 0.4206, 0.6355, 0.4268, 0.7134, 0.6729, 0.6324, 0.433, 0.1464, 0.3022, 0.1713, 0.0561, 0.1215, 0.0872, 0.0343, 0.0031, -0.1121, -0.0218, -0.0218, -0.1059, -0.0265, 0.0156, 0.109, 0.0, 0.0062, 0.0, -0.0062, -0.0654, -0.0125, -0.028, 0.053, -0.0031, -0.0374, -0.0125, -0.0343, -0.0312, -0.0654, -0.0748, -0.0903, -0.0592, -0.0779, 0.0218, 0.1184, 0.5452, 0.676, 0.9377, 1.0, 0.8474, 0.5483, 0.6947, 0.7788, 1.109, 1.109, 1.1963, 1.1651, 1.1464, 1.243, 1.2835, 1.352, 1.2741, 1.1558, 1.3427, 1.1589, 1.0872, 1.2461, 1.2555, 1.1215, 0.9221, 0.9517, 0.9159, 0.9159, 1.0125, 1.2368, 1.1994, 1.1807, 1.2243, 1.0623, 1.3583, 1.7103, 1.352, 1.5234, 1.6916, 2.0654, 1.972, 2.0093, 2.028, 2.0031, 2.3053, 2.3053, 2.3458, 2.0436, 2.0685, 1.9626, 1.7009, 1.704, 1.4424, 1.5358, 1.2181, 1.1776, 1.0, 0.9564, 1.3427, 1.0748, 1.0841, 0.9128, 0.9221, 0.8785, 0.8785, 0.7679, 0.7321, 0.5701, 0.4268, 0.4393, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019161688914997367", "ticker_idx": 0, "ts": "2026-02-04T21:30:35+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The message is clear: the storage boom is here, and $FLNC is booked solid", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish FLNC post-earnings dip: $30B pipeline, $5.5B backlog covers full-year targets, 2026 profit reaffirmed.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC just dropped 15% after mixed Q4 earnings. \n\nFluence’s Q1 results signal a massive shift in scale. For the first time, the company’s $5.5 billion backlog completely covers their full-year sales targets. While they reported a net loss due to one-time project costs, the underlying demand is explosive. \n\nTheir sales pipeline jumped 30% in just three months to a record $30 billion, fueled by the global scramble to power AI data centers and upgrade aging power grids. By reaffirming their 2026 profit outlook and focusing on high-margin software and American-made hardware, Fluence is proving it can grow fast while clearing the path toward consistent profitability. \n\nThe message is clear: the storage boom is here, and $FLNC is booked solid.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.5298152297605154, "ret_signed_m1d": 0.5298152297605154, "alpha_spy_m1d": 0.5171679907394786, "alpha_c_m1d": 0.5171679907394786, "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": 0.025857506669680896, "ret_signed_p1d": 0.025857506669680896, "alpha_spy_p1d": 0.006672720192860915, "alpha_c_p1d": 0.006672720192860915, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": -0.07968338617879878, "ret_signed_p1w": -0.07968338617879878, "alpha_spy_p1w": -0.08506993337542357, "alpha_c_p1w": -0.08506993337542357, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": -0.22005281594096504, "ret_signed_p1m": -0.22005281594096504, "alpha_spy_p1m": -0.21231989798552398, "alpha_c_p1m": -0.21231989798552398, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": -0.007732917955441065, "ret_p3m": -0.3303430570197573, "ret_signed_p3m": -0.3303430570197573, "alpha_spy_p3m": -0.4013661387810711, "alpha_c_p3m": -0.4013661387810711, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.22005281594096504, "alpha_spy_stated": -0.21231989798552398, "alpha_c_stated": -0.21231989798552398, "price_path": [0.1499, 0.0939, 0.0137, -0.1425, -0.0549, -0.0908, -0.1018, -0.1129, -0.1815, -0.1873, -0.1662, -0.115, 0.0021, 0.0021, 0.0364, 0.0232, 0.0533, 0.0475, 0.2317, 0.2644, 0.2063, 0.2633, 0.2565, 0.3609, 0.171, 0.1356, 0.1245, -0.0201, 0.019, 0.0533, 0.0792, 0.038, 0.0464, 0.0464, 0.0665, 0.0538, 0.048, 0.0438, 0.0438, 0.2142, 0.1741, 0.152, 0.085, 0.1177, 0.2243, 0.2285, 0.257, 0.1953, 0.3456, 0.429, 0.429, 0.3462, 0.39, 0.4391, 0.4216, 0.4311, 0.5008, 0.6354, 0.666, 0.6237, 0.6301, 0.7008, 0.5298, 0.0, 0.0259, 0.0237, 0.0021, -0.0755, -0.0797, -0.0259, -0.0259, -0.0617, -0.0802, -0.1261, -0.1266, -0.152, -0.1298, -0.1383, -0.1451, -0.1799, -0.2021, -0.2127, -0.1662, -0.1683, -0.2201, -0.1715, -0.1092, -0.0971, -0.1335, -0.1356, -0.1145, -0.1293, -0.1562, -0.1541, -0.2016, -0.1894, -0.1478, -0.1372, -0.2106, -0.2533, -0.314, -0.2739, -0.3129, -0.2982, -0.2982, -0.3034, -0.3008, -0.3077, -0.2844, -0.2728, -0.2797, -0.219, -0.1974, -0.2095, -0.2858, -0.3335, -0.3261, -0.2876, -0.2865, -0.2939, -0.295, -0.3483, -0.3757, -0.3573, -0.3567, -0.3493, -0.3303, -0.2844, 0.0011, 0.2749, 0.3314, 0.123, 0.1662, 0.105, 0.096, 0.0311, -0.0549, -0.0005, 0.0654, 0.134, 0.134, 0.1256, 0.1198, 0.1272, -0.0037, 0.4327, 0.4728, 0.3113, 0.4327, 0.209, 0.2702, 0.238, 0.1409, 0.2813, 0.2512, 0.276, 0.2623, 0.2359, 0.3087, 0.3087, 0.3293, 0.1193, 0.0422, 0.0227, 0.0169, null, null, null, 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:1973386620146450571", "ticker_idx": 0, "ts": "2025-10-01T13:56:48+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD has all the fundamentals to move even higher", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish HOOD; author adds own forward claim that fundamentals support further upside beyond Morgan Stanley's raised PT.", "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": "@StockMKTNewz $HOOD has all the fundamentals to move even higher.", "reply_text": null, "parent_text": "Morgan Stanley today raised its price target on Robinhood $HOOD to $146 up from $110 while maintaining its Equal Weight rating", "quoted_text": null, "parent_author": "StockMKTNewz", "ret_m1d": 0.029035455683877, "ret_signed_m1d": 0.029035455683877, "alpha_spy_m1d": 0.03243136404056801, "alpha_c_m1d": 0.02004494571082205, "bench_spy_m1d": -0.003395908356691013, "bench_c_m1d": 0.00899050997305495, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.047146741320754915, "ret_signed_p1d": 0.047146741320754915, "alpha_spy_p1d": 0.04599491652406895, "alpha_c_p1d": 0.04789590829827872, "bench_spy_p1d": 0.001151824796685963, "bench_c_p1d": -0.0007491669775238075, "ret_p1w": 0.08430354879253898, "ret_signed_p1w": 0.08430354879253898, "alpha_spy_p1w": 0.07733220539435659, "alpha_c_p1w": 0.08205590321917633, "bench_spy_p1w": 0.006971343398182395, "bench_c_p1w": 0.0022476455733626555, "ret_p1m": -0.007690039313808517, "ret_signed_p1m": -0.007690039313808517, "alpha_spy_p1m": -0.024714600865913483, "alpha_c_p1m": 0.01403681551992042, "bench_spy_p1m": 0.017024561552104966, "bench_c_p1m": -0.021726854833728937, "ret_p3m": -0.1560298920490567, "ret_signed_p3m": -0.1560298920490567, "alpha_spy_p3m": -0.1880928976295747, "alpha_c_p3m": -0.19580046861183897, "bench_spy_p3m": 0.032063005580518, "bench_c_p3m": 0.03977057656278227, "ret_p6m": -0.49439414415180094, "ret_signed_p6m": -0.49439414415180094, "alpha_spy_p6m": -0.46494265341284613, "alpha_c_p6m": -0.42105547743036364, "bench_spy_p6m": -0.02945149073895481, "bench_c_p6m": -0.0733386667214373, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.007690039313808517, "alpha_spy_stated": -0.024714600865913483, "alpha_c_stated": 0.01403681551992042, "price_path": [-0.3215, -0.3283, -0.344, -0.3205, -0.2906, -0.2932, -0.2816, -0.2846, -0.2579, -0.2421, -0.2113, -0.2501, -0.268, -0.2664, -0.2674, -0.2464, -0.2326, -0.2574, -0.2375, -0.2594, -0.282, -0.2355, -0.2421, -0.2407, -0.2006, -0.1762, -0.1834, -0.18, -0.2193, -0.2043, -0.1795, -0.1734, -0.2274, -0.2429, -0.236, -0.2143, -0.2242, -0.2181, -0.2603, -0.2548, -0.2523, -0.2523, -0.2753, -0.2754, -0.2604, -0.2723, -0.1571, -0.1483, -0.1558, -0.1537, -0.1733, -0.1747, -0.1564, -0.1473, -0.131, -0.1032, -0.1024, -0.093, -0.0887, -0.1185, -0.1248, -0.0174, 0.029, 0.0, 0.0471, 0.0685, 0.0368, 0.0421, 0.0843, 0.0957, -0.0013, 0.0111, -0.0301, -0.0359, -0.0553, -0.0663, -0.024, -0.0525, -0.0857, -0.0346, 0.0047, 0.0483, 0.0511, 0.0407, -0.0077, 0.0549, 0.0571, -0.0168, 0.024, -0.0867, -0.0631, -0.0234, -0.0518, -0.0443, -0.1266, -0.1196, -0.1665, -0.1785, -0.1508, -0.2367, -0.2288, -0.1737, -0.1694, -0.0786, -0.0786, -0.0765, -0.1143, -0.0948, -0.0395, -0.0148, -0.0517, -0.0195, -0.0247, -0.025, -0.1133, -0.1412, -0.1716, -0.1419, -0.1677, -0.158, -0.1279, -0.1205, -0.1358, -0.1344, -0.1344, -0.151, -0.156, -0.1703, -0.1871, -0.1871, -0.172, -0.1143, -0.1253, -0.1593, -0.1707, -0.1716, -0.1554, -0.1358, -0.1399, -0.2069, -0.2185, -0.2185, -0.2398, -0.2388, -0.2364, -0.2311, -0.231, -0.2436, -0.2569, -0.2724, -0.285, -0.3538, -0.3742, -0.4206, -0.4776, -0.4048, -0.3779, -0.3848, -0.4396, -0.4889, -0.454, -0.454, -0.4578, -0.4595, -0.4563, -0.453, -0.4841, -0.4725, -0.4428, -0.429, -0.4549, -0.4338, -0.4533, -0.4092, -0.421, -0.446, -0.4297, -0.4356, -0.4345, -0.4529, -0.4725, -0.4587, -0.4441, -0.4617, -0.467, -0.4905, -0.479, -0.5035, -0.4787, -0.4944]}
{"unit_id": "reply:1995961042388877613", "ticker_idx": 0, "ts": "2025-12-02T20:59:30+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm adding more and more at these prices", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buying more IREN at current depressed prices; bullish on the 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": "@moninvestor would be a great decision, I'm adding more and more at these prices", "reply_text": null, "parent_text": "$IREN is down -14.84%.\n\nWhat a day. \n\nI did not expect that. \n\nIf this continues, I may consider going all-in. 🧐 https://t.co/7sGXvHDszU", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.1792315889596796, "ret_signed_m1d": 0.1792315889596796, "alpha_spy_m1d": 0.18108053154258996, "alpha_c_m1d": 0.1782852915219535, "bench_spy_m1d": -0.0018489425829103512, "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": 0.06906615336474964, "ret_signed_p1d": 0.06906615336474964, "alpha_spy_p1d": 0.06560340428439004, "alpha_c_p1d": 0.05562931433432827, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": 0.013436839030421366, "ret_p1w": 0.13910509166545215, "ret_signed_p1w": 0.13910509166545215, "alpha_spy_p1w": 0.13688962935485915, "alpha_c_p1w": 0.13077803957926815, "bench_spy_p1w": 0.002215462310592997, "bench_c_p1w": 0.008327052086184006, "ret_p1m": -0.08146883660357973, "ret_signed_p1m": -0.08146883660357973, "alpha_spy_p1m": -0.08499759354817582, "alpha_c_p1m": -0.1216169120574645, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.04014807545388477, "ret_p3m": -0.004134196822984215, "ret_signed_p3m": -0.004134196822984215, "alpha_spy_p3m": -0.013652422488250382, "alpha_c_p3m": 0.019148300729978307, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": -0.023282497552962522, "ret_p6m": 0.6498054012663645, "ret_signed_p6m": 0.6498054012663645, "alpha_spy_p6m": 0.5423955263815172, "alpha_c_p6m": 0.668258128228863, "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": -0.08146883660357973, "alpha_spy_stated": -0.08499759354817582, "alpha_c_stated": -0.1216169120574645, "price_path": [-0.3645, -0.3641, -0.3631, -0.2658, -0.1821, -0.2011, -0.1741, -0.0968, -0.1136, -0.0783, -0.1167, -0.0603, 0.019, 0.0158, 0.1464, 0.1257, 0.018, 0.117, 0.1413, 0.1449, 0.1435, 0.2271, 0.4044, 0.5, 0.4613, 0.5528, 0.4536, 0.5598, 0.6916, 0.6532, 0.5036, 0.4767, 0.4402, 0.3423, 0.2605, 0.3585, 0.5297, 0.5805, 0.518, 0.4694, 0.4159, 0.4774, 0.6476, 0.6204, 0.8582, 0.6284, 0.517, 0.4633, 0.3954, 0.3546, 0.1831, 0.1277, 0.153, 0.188, 0.1145, 0.0571, 0.0277, 0.1792, 0.1544, 0.1783, 0.1783, 0.1627, 0.1792, 0.0, 0.0691, 0.1296, 0.0873, 0.1269, 0.1391, 0.0681, 0.0686, -0.0241, -0.1372, -0.1102, -0.1785, -0.1294, -0.0292, 0.0224, 0.0231, 0.0209, 0.0209, -0.0199, -0.0416, -0.0686, -0.0815, -0.0815, 0.0384, 0.1732, 0.1165, 0.0609, 0.1109, 0.1194, 0.224, 0.2887, 0.286, 0.2619, 0.4061, 0.4061, 0.3196, 0.3006, 0.2709, 0.3784, 0.2733, 0.4589, 0.5306, 0.4553, 0.3069, 0.2909, 0.3227, 0.0929, -0.0323, 0.0173, 0.1223, 0.044, 0.0377, -0.0265, 0.0268, 0.0268, -0.0036, 0.0233, 0.0528, -0.0277, 0.0302, 0.1053, 0.0708, 0.0759, -0.0041, 0.0066, -0.0552, 0.0661, -0.0242, -0.1075, -0.0554, -0.073, 0.0209, 0.0061, 0.0112, 0.0929, 0.0447, 0.0265, 0.0131, 0.0041, 0.0253, 0.0, 0.0075, -0.0893, -0.1466, -0.231, -0.1663, -0.171, -0.1544, -0.1544, -0.1457, -0.1308, -0.1043, -0.0987, -0.0438, 0.0474, 0.152, 0.1873, 0.16, 0.1702, 0.1848, 0.0985, 0.1768, 0.2651, 0.2315, 0.1761, 0.0807, 0.0423, 0.1068, 0.1104, 0.2033, 0.3312, 0.483, 0.3825, 0.4883, 0.3412, 0.3755, 0.3417, 0.4202, 0.2875, 0.2271, 0.161, 0.2819, 0.412, 0.3821, 0.3821, 0.4538, 0.6498]}
{"unit_id": "reply:1999797068920140219", "ticker_idx": 0, "ts": "2025-12-13T11:02:30+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Would be bullish for $PYPL", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author says a buyout scenario would be bullish for PYPL.", "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": "@Mr_Derivatives Would be bullish for $PYPL", "reply_text": null, "parent_text": "Good morning to those who are awake right now!\n\nI had a dream. Wanna hear about it?\n\nDon’t laugh ok?\n\nHere it goes.\n\nI had a dream that…. Ngl, I had a dream that….\n\n$PYPL got bought out.\n\nBy none other than THE man, Elon Musk.\n\nThink about it.\n\nHe was the original founder of", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": 0.015146431260427029, "ret_signed_m1d": 0.015146431260427029, "alpha_spy_m1d": 0.013633246309864067, "alpha_c_m1d": 0.015873870463782747, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0007274392033557175, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00971350313514252, "ret_signed_p1d": 0.00971350313514252, "alpha_spy_p1d": 0.012445788280372794, "alpha_c_p1d": 0.016078385516087534, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.006364882380945014, "ret_p1w": -0.014487997938619546, "ret_signed_p1w": -0.014487997938619546, "alpha_spy_p1w": -0.023483754999840456, "alpha_c_p1w": -0.024005093462059812, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.009517095523440267, "ret_p1m": -0.0688179744080657, "ret_signed_p1m": -0.0688179744080657, "alpha_spy_p1m": -0.09098543782172519, "alpha_c_p1m": -0.05844396112036354, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": -0.010374013287702155, "ret_p3m": -0.26746284557084143, "ret_signed_p3m": -0.26746284557084143, "alpha_spy_p3m": -0.24880369667364122, "alpha_c_p3m": -0.15854595760630896, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.10891688796453247, "ret_p6m": -0.3130950303578969, "ret_signed_p6m": -0.3130950303578969, "alpha_spy_p6m": -0.4019948722138872, "alpha_c_p6m": -0.2753418485135436, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.03775318184435328, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0688179744080657, "alpha_spy_stated": -0.09098543782172519, "alpha_c_stated": -0.05844396112036354, "price_path": [0.1271, 0.1255, 0.1206, 0.1117, 0.1056, 0.1146, 0.0962, 0.1054, 0.1445, 0.1015, 0.0949, 0.1322, 0.1375, 0.171, 0.2255, 0.2505, 0.2442, 0.1472, 0.1311, 0.1358, 0.1166, 0.0849, 0.1073, 0.1367, 0.1506, 0.1181, 0.1442, 0.146, 0.1539, 0.1994, 0.1445, 0.1158, 0.1378, 0.1225, 0.0854, 0.1179, 0.0884, 0.0877, 0.0882, 0.1071, 0.1038, 0.0731, 0.0317, 0.0166, -0.003, -0.0104, -0.0434, -0.0028, -0.003, 0.0079, 0.0179, 0.0179, 0.0321, 0.0303, 0.0356, 0.0082, 0.0163, 0.0254, 0.0063, 0.0007, 0.0069, 0.0156, 0.0151, 0.0, 0.0097, -0.0092, -0.0214, -0.0153, -0.0145, -0.0219, -0.0115, -0.0115, -0.0127, -0.0206, -0.027, -0.0389, -0.0389, -0.0428, -0.0239, -0.0153, -0.0367, -0.0407, -0.0507, -0.0568, -0.0688, -0.0507, -0.0659, -0.0634, -0.0634, -0.0932, -0.0798, -0.0591, -0.0678, -0.0682, -0.0861, -0.1096, -0.1256, -0.1325, -0.1385, -0.3135, -0.3245, -0.3431, -0.3345, -0.3225, -0.3169, -0.3339, -0.3566, -0.3367, -0.3367, -0.3281, -0.3176, -0.313, -0.3143, -0.2748, -0.2259, -0.2209, -0.2504, -0.2392, -0.2488, -0.2364, -0.228, -0.2133, -0.2244, -0.2377, -0.2566, -0.2475, -0.2675, -0.2585, -0.25, -0.2382, -0.2637, -0.2703, -0.2732, -0.2488, -0.2699, -0.2594, -0.2536, -0.2802, -0.2623, -0.2531, -0.263, -0.2513, -0.2513, -0.249, -0.259, -0.2429, -0.2407, -0.2529, -0.2154, -0.2078, -0.1814, -0.1775, -0.161, -0.1502, -0.1598, -0.1542, -0.1785, -0.1664, -0.1781, -0.1803, -0.1588, -0.172, -0.1671, -0.1679, -0.2323, -0.2359, -0.2367, -0.2508, -0.2557, -0.2496, -0.2531, -0.2562, -0.2666, -0.2671, -0.2762, -0.2672, -0.2685, -0.2696, -0.2696, -0.2708, -0.2774, -0.2658, -0.261, -0.2538, -0.2647, -0.2964, -0.2917, -0.3159, -0.3164, -0.3131]}
{"unit_id": "quote:2031358198758642062", "ticker_idx": 0, "ts": "2026-03-10T13:15:10+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the market is still pricing a monopoly-like asset with this kind of guaranteed demand visibility at a 5.2x forward P/E is completely disconnected from reality", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ASML (mispriced monopoly at 5.2x fwd P/E) and SK Hynix (sold out HBM capacity, AI demand underappreciated by market).", "resolved_tickers": ["ASML"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "A 20% premium on $ASML tools is a massive CapEx pill to swallow, but SK Hynix wouldn't do it unless they had ironclad, forward-booked orders from $NVDA and the hyperscalers guaranteeing an immediate, massive ROI on that equipment. \n\nThey are entirely sold out of HBM capacity, and this aggressive move to accelerate EUV delivery just proves the structural AI demand is far stronger than Wall Street realizes. \n\nThe fact that the market is still pricing a monopoly-like asset with this kind of guaranteed demand visibility at a 5.2x forward P/E is completely disconnected from reality.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix is paying ~20% above list price for $ASML EUV lithography tools to accelerate delivery.\n\nIf the leading HBM supplier is paying a premium just to secure EUV capacity, it means the demand signal they're seeing from their customers is large enough to justify that premium. https://t.co/n6PprsGr03", "parent_author": null, "ret_m1d": 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{"unit_id": "quote:2031358198758642062", "ticker_idx": 1, "ts": "2026-03-10T13:15:10+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "They are entirely sold out of HBM capacity, and this aggressive move to accelerate EUV delivery just proves the structural AI demand is far stronger than Wall Street realizes", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long ASML (mispriced monopoly at 5.2x fwd P/E) and SK Hynix (sold out HBM capacity, AI demand underappreciated by market).", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "A 20% premium on $ASML tools is a massive CapEx pill to swallow, but SK Hynix wouldn't do it unless they had ironclad, forward-booked orders from $NVDA and the hyperscalers guaranteeing an immediate, massive ROI on that equipment. \n\nThey are entirely sold out of HBM capacity, and this aggressive move to accelerate EUV delivery just proves the structural AI demand is far stronger than Wall Street realizes. \n\nThe fact that the market is still pricing a monopoly-like asset with this kind of guaranteed demand visibility at a 5.2x forward P/E is completely disconnected from reality.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix is paying ~20% above list price for $ASML EUV lithography tools to accelerate delivery.\n\nIf the leading HBM supplier is paying a premium just to secure EUV capacity, it means the demand signal they're seeing from their customers is large enough to justify that premium. https://t.co/n6PprsGr03", "parent_author": null, "ret_m1d": 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{"unit_id": "orig:2019159928372396427", "ticker_idx": 0, "ts": "2026-02-04T21:23:35+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Arm's latest results prove it is the silent engine of the AI revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ARM on v9 royalty uplift, data-center/AI agent CPU demand, and ~50% cloud share; durable earnings verdict despite 6% drop.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$ARM down 6% after a strong double beat. \n\nArm’s latest results prove it is the silent engine of the AI revolution. Beyond just smartphones, the company is seeing a massive shift as data centers and AI agents require more power-efficient CPUs. A major highlight is the transition to the v9 architecture, which allows Arm to command higher royalty rates per chip.\n\nThe strategy is shifting from selling individual parts to providing pre-integrated Compute Subsystems, helping giants like Microsoft and AWS build custom AI chips faster. In the cloud, Arm-based processors are reaching nearly 50% market share among top players because they handle the complex orchestration of AI tasks more efficiently than traditional chips.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0539321417358235, "ret_signed_m1d": -0.0539321417358235, "alpha_spy_m1d": -0.06657938075686032, "alpha_c_m1d": -0.05642507392989382, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.0024929321940703186, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11562049073219138, "ret_signed_p1d": 0.11562049073219138, "alpha_spy_p1d": 0.0964357042553714, "alpha_c_p1d": 0.061614701305798825, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.05400578942639256, "ret_p1w": 0.10200221381805319, "ret_signed_p1w": 0.10200221381805319, "alpha_spy_p1w": 0.0966156666214284, "alpha_c_p1w": 0.03629256061504105, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.06570965320301214, "ret_p1m": 0.031565657347562004, "ret_signed_p1m": 0.031565657347562004, "alpha_spy_p1m": 0.03929857530300307, "alpha_c_p1m": 0.032904019737208356, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": -0.0013383623896463526, "ret_p3m": 0.8834776471051271, "ret_signed_p3m": 0.8834776471051271, "alpha_spy_p3m": 0.8124545653438133, "alpha_c_p3m": 0.5118399102189082, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": 0.37163773688621893, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.031565657347562004, "alpha_spy_stated": 0.03929857530300307, "alpha_c_stated": 0.032904019737208356, "price_path": [0.3965, 0.3505, 0.3415, 0.2654, 0.2606, 0.265, 0.2269, 0.2355, 0.1953, 0.1866, 0.2149, 0.1854, 0.196, 0.196, 0.2226, 0.2176, 0.2309, 0.2553, 0.267, 0.2744, 0.2606, 0.28, 0.2763, 0.2278, 0.1805, 0.1217, 0.0922, 0.0334, 0.0237, 0.0284, 0.0217, 0.0103, 0.006, 0.006, -0.0055, -0.0033, -0.0002, -0.0142, -0.0142, 0.0347, 0.0472, 0.0419, 0.0433, 0.0198, 0.0082, 0.0023, -0.0274, -0.0531, -0.052, -0.046, -0.046, -0.0335, 0.0274, 0.075, 0.0468, 0.0347, 0.0361, -0.0083, -0.0221, -0.0498, -0.0356, -0.0571, -0.0539, 0.0, 0.1156, 0.1238, 0.1359, 0.1299, 0.102, 0.1299, 0.1299, 0.1444, 0.1475, 0.1448, 0.1326, 0.1163, 0.1557, 0.1881, 0.1658, 0.1494, 0.1217, 0.0978, 0.1193, 0.0878, 0.0316, 0.0609, 0.0872, 0.0832, 0.0382, 0.0439, 0.0976, 0.1482, 0.1576, 0.1708, 0.1936, 0.2346, 0.2172, 0.4166, 0.3961, 0.2999, 0.2352, 0.3644, 0.3985, 0.3448, 0.3448, 0.3417, 0.2974, 0.343, 0.351, 0.3432, 0.4212, 0.454, 0.437, 0.464, 0.5037, 0.5792, 0.5827, 0.7728, 0.8453, 1.1177, 0.947, 0.7916, 0.819, 0.8968, 0.9046, 0.8332, 0.8835, 1.1402, 0.9238, 0.9234, 0.9178, 0.8752, 0.995, 1.0608, 0.8864, 0.9401, 1.0125, 1.3154, 1.6897, 1.7643, 1.7643, 1.897, 1.7301, 2.0237, 2.1862, 2.6873, 2.6319, 2.7142, 2.5483, 2.0928, 2.124, 1.9298, 1.7726, 2.0865, 2.4344, 2.7207, 2.5745, 2.7778, 2.9634, 2.9634, 2.6771, 2.3044, 2.2385, 2.1359, 2.0147, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2031406575257083992", "ticker_idx": 0, "ts": "2026-03-10T16:27:23+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20. The main reason I'm so bullish is because of a massive shift happening right now in the automation space.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Opened long OUST at $20; bullish on automation shift, SAFE LiDAR Act creating regulatory moat, 60% gross margins, and balance sheet strength.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20. \n\nThe main reason I'm so bullish is because of a massive shift happening right now in the automation space.\n\nHow do they make money? \n\nOuster engineers and sells high-resolution digital lidar sensors and advanced perception software that act as the essential eyes for robots, industrial machinery, and smart city infrastructure. \n\nInstead of chasing the crowded data center space, Ouster focuses on the physical world. Their sensors bounce laser light off surrounding objects to create real-time, three-dimensional maps of their environment.\n\nHowever, they are no longer just a hardware manufacturer. Following their recent acquisition of StereoLabs, Ouster has firmly transitioned into an end-to-end Physical AI platform provider, combining advanced lidar with visual cameras. \n\nBy pairing their sensors with their Gemini and BlueCity software platforms, they are successfully shifting their business model away from pure hardware sales toward high-margin, recurring software licensing fees.\n\nWhat is my business case\n\nThe primary business case for Ouster is built on a highly favorable asymmetry, characterized by structural market consolidation, pristine financial health, and a massive regulatory moat. The broader lidar industry recently endured a brutal shakeout where legacy analog competitors, such as Luminar, collapsed under the weight of massive debt. Ouster not only survived but emerged as an apex player because of its proprietary digital architecture.\n\nBy printing lasers and detectors directly onto consumer-grade silicon, they crushed their unit costs. This scalability allowed Ouster to achieve massive 60% gross margins late in 2025, alongside crossing the threshold into positive GAAP net income and a positive return on invested capital.\n\nFurthermore, they operate from a position of profound financial strength, boasting a fortified balance sheet with virtually zero debt and a $211.2 million cash war chest that effectively eliminates near-term survival risks.\n\nThe U.S. SAFE LiDAR Act.\n\nBeyond the impressive fundamental turnaround, the most explosive catalyst driving my upside expectation is the shifting legislative landscape. Ouster is currently protected by an impending, multi-billion-dollar regulatory shield known as the U.S. SAFE LiDAR Act.\n\nThis legislation aims to ban dominant Chinese volume leaders, namely Hesai and RoboSense, from critical U.S. infrastructure and defense markets. Given that these foreign competitors historically controlled up to 80% of the market volume, this act effectively hands Ouster a localized monopoly in the high-margin Western enterprise, robotics, and smart city sectors.\n\nMy exit strategy\n\nMy parameters for selling the stock are closely related by supply chain vulnerabilities and core revenue momentum. Ouster uses outsourced manufacturing partners located in Thailand to maintain its low-cost structure. If the geopolitical climate shifts and the United States imposes broad tariffs on electronics imported from Southeast Asia, Ouster’s bill of materials would inflate rapidly.\n\nFurthermore, I am observing the quality of their recent profitability. Their latest positive earnings were heavily subsidized by a one-time $21.2 million intellectual property royalty settlement. If we take away that settlement and observe a deceleration in their base product and software revenue, the company could easily revert to heavy cash burn.\n\nConclusion\n\nUltimately, I see $OUST is a rare asymmetric bet in the automation sector. With a strong balance sheet, expanding software margins, and a legislative moat eliminating key rivals, it is primed for massive growth.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST latest report sent the stock soaring 17%, driven by a surprise $4 million profit in Q4. \n\nIt's vital to note this profit was heavily fueled by a one-time $21 million royalty payment for their intellectual property.\n\nLooking past that cash injection, their core business is https://t.co/IuKagwW0uE", "parent_author": null, "ret_m1d": -0.0813590314659649, "ret_signed_m1d": -0.0813590314659649, "alpha_spy_m1d": -0.08296872430866253, "alpha_c_m1d": -0.0813590314659649, "bench_spy_m1d": 0.0016096928426976298, "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": 0.10639244843444362, "ret_signed_p1d": 0.10639244843444362, "alpha_spy_p1d": 0.10764758298310939, "alpha_c_p1d": 0.10159855561880371, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": 0.004793892815639911, "ret_p1w": -0.043808735485883155, "ret_signed_p1w": -0.043808735485883155, "alpha_spy_p1w": -0.03437248317339381, "alpha_c_p1w": -0.042234593657488384, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.0015741418283947706, "ret_p1m": -0.09432277743373885, "ret_signed_p1m": -0.09432277743373885, "alpha_spy_p1m": -0.09532139408554696, "alpha_c_p1m": -0.10939275303415752, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.015069975600418672, "ret_p3m": 0.7738041491524406, "ret_signed_p3m": 0.7738041491524406, "alpha_spy_p3m": 0.6816805171308522, "alpha_c_p3m": 0.4821314174302924, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.29167273172214814, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09432277743373885, "alpha_spy_stated": -0.09532139408554696, "alpha_c_stated": -0.10939275303415752, "price_path": [0.1797, 0.0845, -0.0125, 0.0058, -0.0706, -0.0434, -0.0063, 0.0246, 0.0125, -0.0004, -0.0004, -0.0179, -0.0443, -0.0393, -0.0326, -0.0326, 0.0447, 0.1086, 0.1489, 0.1489, 0.2374, 0.2459, 0.2213, 0.2119, 0.2405, 0.2249, 0.1784, 0.1784, 0.0952, 0.1305, 0.2177, 0.1104, 0.0805, 0.0912, 0.0675, 0.0496, -0.0688, -0.0912, -0.0939, -0.1426, -0.2266, -0.1319, -0.0586, -0.1033, -0.1556, -0.1878, -0.1609, -0.1609, -0.1685, -0.169, -0.1471, -0.1676, -0.1927, -0.1663, -0.1149, -0.1225, -0.1529, -0.0948, -0.0291, 0.0004, -0.0532, -0.0939, -0.0814, 0.0, 0.1064, 0.0085, -0.0402, -0.0478, -0.0438, -0.0729, -0.0586, -0.1037, -0.0532, -0.0805, -0.0961, -0.1368, -0.2105, -0.2566, -0.1788, -0.1676, -0.1287, -0.1287, -0.1368, -0.1359, -0.0943, -0.1046, -0.0751, -0.0219, 0.0469, 0.0925, 0.0805, 0.0845, 0.2132, 0.2342, 0.2409, 0.1806, 0.2615, 0.2034, 0.1681, 0.1417, 0.2052, 0.1824, 0.2584, 0.2785, 0.314, 0.0957, 0.1265, 0.198, 0.2114, 0.5275, 0.5583, 0.5583, 0.3742, 0.3286, 0.38, 0.5686, 0.6553, 0.6553, 0.9088, 0.9772, 0.8923, 1.0586, 1.0085, 1.0577, 0.9651, 1.1051, 0.7738, 0.8274, 0.7219, 0.7161, 0.7707, 0.7792, 1.0197, 0.9101, 0.8203, 1.0818, 1.0818, 1.1314, 1.0188, 0.8198, 0.8695, 0.8784, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2029333931586183411", "ticker_idx": 0, "ts": "2026-03-04T23:11:27+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of my main holdings posted Q4 earnings today. $AMPX delivered a strong double beat", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Long AMPX as a main holding; strong Q4 beat, first positive adj. operating profit, $125M 2026 revenue guide, expanding defense/aviation moat with U.S.-compliant supply chain.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "One of my main holdings posted Q4 earnings today. $AMPX delivered a strong double beat, nudging shares up 2%. \n\nThe standout strategic move is Amprius terminating an expensive 15-year lease for a Colorado factory. Instead of spending heavily to build their own plants, they are partnering with existing contract manufacturers in the U.S. and Korea. This approach removes over $110 million in lease obligations, preserves cash, and allows them to scale production much faster.\n\nThe financials show a company hitting its stride. Full-year revenue tripled to $73 million in 2025, and Q4 gross margins improved drastically to a healthy 24%. Most importantly, Amprius achieved its first-ever quarter of positive adjusted operating profit ($1.8 million). Looking ahead, they project 2026 revenues to soar past $125 million.\n\n$AMPX is building a strong moat in aviation and defense. By securing a strictly U.S.-compliant supply chain, they are perfectly positioned for military contracts, recently expanding a key deal with the U.S. Defense Innovation Unit. They also won a contract to power Nokia's next-generation drone networks.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.15715245793377275, "ret_signed_m1d": -0.15715245793377275, "alpha_spy_m1d": -0.1627592102088956, "alpha_c_m1d": -0.17987703384495568, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.02272457591118293, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09670917039495253, "ret_signed_p1d": 0.09670917039495253, "alpha_spy_p1d": 0.10981629912537239, "alpha_c_p1d": 0.10903045506720377, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.012321284672251243, "ret_p1w": 0.22834120173336858, "ret_signed_p1w": 0.22834120173336858, "alpha_spy_p1w": 0.25072462127316364, "alpha_c_p1w": 0.26797851429239206, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.039637312559023474, "ret_p1m": 0.07454665084510981, "ret_signed_p1m": 0.07454665084510981, "alpha_spy_p1m": 0.10931635026446807, "alpha_c_p1m": 0.12005294842329761, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.045506297578187804, "ret_p3m": 0.5386164754311662, "ret_signed_p3m": 0.5386164754311662, "alpha_spy_p3m": 0.4207048224645904, "alpha_c_p3m": 0.5233923468348505, "bench_spy_p3m": 0.1179116529665758, "bench_c_p3m": 0.015224128596315722, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.5386164754311662, "alpha_spy_stated": 0.4207048224645904, "alpha_c_stated": 0.5233923468348505, "price_path": [-0.2075, -0.2142, -0.2586, -0.2317, -0.2673, -0.3251, -0.3096, -0.4103, -0.3855, -0.3721, -0.3909, -0.4144, -0.4271, -0.4271, -0.4446, -0.4681, -0.4741, -0.4701, -0.4701, -0.413, -0.3815, -0.3828, -0.4023, -0.3794, -0.3633, -0.3277, -0.3506, -0.3042, -0.3183, -0.2612, -0.2612, -0.2498, -0.2431, -0.1974, -0.2498, -0.268, -0.2223, -0.1954, -0.088, -0.1645, -0.1169, -0.0141, -0.1672, -0.2895, -0.178, -0.1612, -0.2243, -0.2539, -0.3156, -0.3304, -0.3304, -0.3439, -0.3345, -0.3049, -0.3606, -0.315, -0.2747, -0.2572, -0.2263, -0.2794, -0.2216, -0.2189, -0.1572, 0.0, 0.0967, 0.1901, 0.2089, 0.2485, 0.2283, 0.2055, 0.2552, 0.3015, 0.2693, 0.2834, 0.2223, 0.2545, 0.1927, 0.2042, 0.1525, 0.0826, -0.0114, 0.1323, 0.0423, 0.0745, 0.0745, 0.1793, 0.1216, 0.1363, 0.0846, 0.1565, 0.2351, 0.2015, 0.229, 0.2848, 0.2539, 0.317, 0.4392, 0.5238, 0.4594, 0.3875, 0.4385, 0.3224, 0.366, 0.4144, 0.4016, 0.3687, 0.4372, 0.4903, 0.0819, 0.1216, 0.1874, 0.2646, 0.1766, 0.2001, 0.1316, 0.0658, 0.0396, 0.0121, 0.0275, 0.0766, 0.0766, 0.1974, 0.1525, 0.4003, 0.362, 0.4607, 0.5386, 0.46, 0.5138, 0.3224, 0.2646, 0.1699, 0.1034, 0.1484, 0.0954, 0.1296, 0.0403, 0.0074, 0.086, 0.086, 0.051, -0.0517, -0.1592, -0.1565, -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]}
{"unit_id": "reply:1974133481723813938", "ticker_idx": 0, "ts": "2025-10-03T15:24:34+00:00", "symbol": "RIVN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "might be dropping all the way back to $12", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects RIVN to fall further to $12 from current 13-handle.", "resolved_tickers": ["RIVN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives might be dropping all the way back to $12", "reply_text": null, "parent_text": "$RIVN Down 7 days in a row now and back to a 13 handle. Every decent pop gets sold into time and time again.\n\nGreat trading stock in that case. \n\nBuy here and wait for 16's again? lol", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.008791200652942033, "ret_signed_m1d": 0.008791200652942033, "alpha_spy_m1d": 0.008806006278528011, "alpha_c_m1d": 0.015265598952215464, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 0.006474398299273432, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010988983349614512, "ret_signed_p1d": 0.010988983349614512, "alpha_spy_p1d": 0.01457525531608217, "alpha_c_p1d": 0.01956541208431639, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.00857642873470188, "ret_p1w": -0.062271022091569206, "ret_signed_p1w": 0.062271022091569206, "alpha_spy_p1w": 0.03807826204248077, "alpha_c_p1w": 0.02397117827890982, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.038299843812659384, "ret_p1m": -0.03369963743607063, "ret_signed_p1m": 0.03369963743607063, "alpha_spy_p1m": 0.05481411480898257, "alpha_c_p1m": 0.05186156244472151, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.01816192500865088, "ret_p3m": 0.44395601723796063, "ret_signed_p3m": -0.44395601723796063, "alpha_spy_p3m": -0.42195246664663233, "alpha_c_p3m": -0.4379302009587249, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.006025816279235707, "ret_p6m": 0.06153847443684657, "ret_signed_p6m": -0.06153847443684657, "alpha_spy_p6m": -0.11180909092562352, "alpha_c_p6m": -0.16956781509549224, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.10802934065864567, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03369963743607063, "alpha_spy_stated": 0.05481411480898257, "alpha_c_stated": 0.05186156244472151, "price_path": [-0.0381, -0.033, -0.0242, -0.0454, -0.0659, -0.0747, -0.0923, -0.0549, 0.0037, 0.0037, 0.0344, 0.0271, 0.0125, 0.0264, 0.0095, -0.0432, -0.0454, -0.0571, -0.093, -0.0908, -0.1099, -0.1473, -0.1158, -0.1363, -0.126, -0.1231, -0.1004, -0.1165, -0.1033, -0.0908, -0.1026, -0.1158, -0.1121, -0.041, -0.0396, -0.0322, -0.0315, -0.0007, -0.0059, -0.0059, 0.0161, 0.0579, 0.0037, 0.041, 0.0249, 0.0212, 0.019, 0.0234, -0.0139, -0.0037, 0.0491, 0.0337, 0.0755, 0.0535, 0.1165, 0.1377, 0.1568, 0.1531, 0.1421, 0.1172, 0.0755, 0.0703, -0.0088, 0.0, -0.011, -0.0286, -0.0381, -0.041, -0.0623, -0.0432, -0.0388, -0.0176, -0.0542, -0.0454, -0.0418, -0.033, -0.0535, -0.041, -0.0491, -0.0176, -0.011, 0.0044, -0.0484, -0.0059, -0.0337, -0.0842, 0.1297, 0.115, 0.1158, 0.2022, 0.3201, 0.2835, 0.2007, 0.107, 0.0894, 0.0982, 0.0784, 0.074, 0.0886, 0.1114, 0.1399, 0.1853, 0.1853, 0.2352, 0.2571, 0.2623, 0.2842, 0.3231, 0.315, 0.2901, 0.2974, 0.2821, 0.2037, 0.3495, 0.37, 0.3114, 0.2916, 0.4857, 0.6447, 0.5934, 0.5516, 0.548, 0.548, 0.5311, 0.5143, 0.4352, 0.444, 0.444, 0.422, 0.4352, 0.4308, 0.4696, 0.4571, 0.4081, 0.4029, 0.381, 0.2821, 0.2498, 0.2212, 0.2212, 0.1839, 0.2066, 0.1956, 0.1685, 0.1538, 0.1187, 0.1136, 0.1114, 0.0806, 0.0579, 0.0557, 0.0527, 0.0059, 0.0842, 0.0762, 0.096, 0.0813, 0.0256, 0.2989, 0.2989, 0.2066, 0.1832, 0.1421, 0.1187, 0.096, 0.1077, 0.1172, 0.1436, 0.1231, 0.0996, 0.1062, 0.093, 0.1128, 0.126, 0.1626, 0.2117, 0.2198, 0.1209, 0.0886, 0.1231, 0.159, 0.1377, 0.181, 0.0923, 0.1553, 0.1795, 0.1443, 0.1143, 0.0821, 0.0615]}
{"unit_id": "orig:2019529631691329725", "ticker_idx": 0, "ts": "2026-02-05T21:52:39+00:00", "symbol": "RBLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Roblox is rapidly evolving into a dominant, high-margin digital economy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish RBLX: platform aging up, ad/developer scaling driving a high-margin digital economy thesis.", "resolved_tickers": ["RBLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Electronic Gaming & Multimedia'", "bench_c_industry": "Electronic Gaming & Multimedia", "unit_kind": "original", "lang": "en", "tweet_text": "$RBLX just pumped +20% after a massive Q4 double beat. \n\nRoblox crushed expectations this quarter, proving its platform is more than just a kids' game. Revenue hit $2.22 billion, fueled by a massive 69% jump in daily users to 144 million. Critically, concerns that new safety measures would hurt engagement were silenced as total hours spent on the platform surged 88%. \n\nThe business is successfully aging up, with older demographics driving higher spending and attracting major brand partners. While heavy investments in AI and data centers continue to weigh on the bottom line, the market cheered the growth, sending the stock up 20%. By scaling its ad business and developer tools, Roblox is rapidly evolving into a dominant, high-margin digital economy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.08807586021368274, "ret_signed_m1d": -0.08807586021368274, "alpha_spy_m1d": -0.06925220160792678, "alpha_c_m1d": -0.09196313230602426, "bench_spy_m1d": -0.018823658605755966, "bench_c_m1d": 0.0038872720923415205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10584159851096997, "ret_signed_p1d": 0.10584159851096997, "alpha_spy_p1d": 0.10101978294739222, "alpha_c_p1d": 0.09616647319432237, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": 0.009675125316647604, "ret_p1w": -0.0489310462149265, "ret_signed_p1w": -0.0489310462149265, "alpha_spy_p1w": -0.03608750151813289, "alpha_c_p1w": -0.03873747211612655, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.010193574098799951, "ret_p1m": -0.05675996306830777, "ret_signed_p1m": -0.05675996306830777, "alpha_spy_p1m": -0.03887754958573986, "alpha_c_p1m": -0.07230931659495932, "bench_spy_p1m": -0.017882413482567916, "bench_c_p1m": 0.015549353526651544, "ret_p3m": -0.34116230761967703, "ret_signed_p3m": -0.34116230761967703, "alpha_spy_p3m": -0.40663117456454145, "alpha_c_p3m": -0.35813250645979955, "bench_spy_p3m": 0.06546886694486442, "bench_c_p3m": 0.01697019884012252, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05675996306830777, "alpha_spy_stated": -0.03887754958573986, "alpha_c_stated": -0.07230931659495932, "price_path": [0.576, 0.5709, 0.5247, 0.5399, 0.5247, 0.5316, 0.466, 0.3806, 0.3437, 0.3637, 0.3711, 0.3961, 0.3961, 0.4307, 0.4121, 0.4107, 0.3866, 0.4335, 0.4496, 0.47, 0.4905, 0.4207, 0.4204, 0.3326, 0.3092, 0.3165, 0.2934, 0.2633, 0.2337, 0.2343, 0.2194, 0.2328, 0.2328, 0.2379, 0.2273, 0.2317, 0.22, 0.22, 0.2188, 0.2201, 0.1417, 0.1506, 0.1125, 0.1031, 0.1551, 0.2767, 0.2477, 0.2745, 0.3141, 0.3141, 0.187, 0.1394, 0.1247, 0.1159, 0.1143, 0.0861, 0.1332, 0.1402, -0.0099, 0.016, -0.0154, -0.0504, -0.0881, 0.0, 0.1058, 0.0831, 0.0387, -0.0492, -0.0489, -0.0489, -0.0515, -0.0506, -0.0298, -0.0665, -0.0601, 0.0101, 0.0248, 0.075, 0.0337, 0.0154, 0.0083, 0.0148, -0.0051, -0.0435, -0.0568, -0.1143, -0.0908, -0.1524, -0.1506, -0.1092, -0.1299, -0.1227, -0.134, -0.1424, -0.1442, -0.1719, -0.1471, -0.1893, -0.2124, -0.2185, -0.1484, -0.1323, -0.095, -0.095, -0.1388, -0.1343, -0.1655, -0.1694, -0.1631, -0.1319, -0.1223, -0.0998, -0.09, -0.0915, -0.0691, -0.0777, -0.1021, -0.1652, -0.1555, -0.134, -0.1552, -0.1527, -0.168, -0.3205, -0.2838, -0.3369, -0.3412, -0.3258, -0.369, -0.378, -0.3746, -0.3683, -0.3418, -0.3549, -0.2927, -0.3308, -0.3106, -0.3053, -0.2749, -0.2749, -0.3074, -0.313, -0.2949, -0.2901, -0.2924, -0.3225, -0.3424, -0.3473, -0.3704, -0.3631, -0.3526, -0.3752, -0.3452, -0.3479, -0.3126, -0.2572, -0.277, -0.2242, -0.2242, -0.2883, -0.2907, -0.2782, -0.3016, -0.284, null, null, null, null, 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:1996208605192765928", "ticker_idx": 0, "ts": "2025-12-03T13:23:13+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "loaded some extra cash to the account today to buy some extra $IREN", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to IREN position with fresh cash today.", "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": "@DrunkDividends Good Morning, loaded some extra cash to the account today to buy some extra $IREN.", "reply_text": null, "parent_text": "Gooooood morning Drunk Tank\nLots of interesting opportunities today! https://t.co/XKzXSKfe0T", "quoted_text": null, "parent_author": "DrunkDividends", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "orig:2024090477985755287", "ticker_idx": 0, "ts": "2026-02-18T11:55:50+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This reinforces Lilly's dominance in leveraging the GLP-1 halo across other disease states.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish LLY: Phase 3b trial confirms Taltz+Zepbound synergy, revitalizing Taltz franchise with a competitive moat and expanding addressable market among obese psoriasis patients.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "MAJOR $LLY UPDATE:\n\n$LLY just released Phase 3b results for the TOGETHER-PsO trial, and the synergy is undeniable. They tested Taltz (psoriasis) + Zepbound (obesity) vs. Taltz alone in high-BMI patients (avg BMI ~39).\n\nThe Headlines:\n- Synergy confirmed: 27.1% of patients on the combo achieved 100% clear skin (PASI 100) AND >10% weight loss (vs. only 5.8% on monotherapy). \n\n- Better skin outcomes: Adding Zepbound actually improved skin clearance rates by ~40% relative to Taltz alone (40.6% vs. 29.0%).\n\nThe Consequences:\n- Clinical Shift: Obesity acts as a pro-inflammatory brake on biologics. This data proves that treating the metabolic root unlocks higher efficacy for the skin drug.\n\n- Differentiation: This revitalizes the Taltz franchise. It is now the only biologic with data supporting this dual approach, creating a massive competitive moat against other IL-17s.\n\n- Market Expansion: With ~61% of US psoriasis patients having obesity, $LLY is moving the standard of care from treating the patch to treating the systemic burden.\n\nThis reinforces Lilly's dominance in leveraging the GLP-1 halo across other disease states.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015177999248867202, "ret_signed_m1d": 0.015177999248867202, "alpha_spy_m1d": 0.020190455510686878, "alpha_c_m1d": 0.020190455510686878, "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": 0.00260637938102648, "ret_signed_p1d": 0.00260637938102648, "alpha_spy_p1d": 0.005243813112140061, "alpha_c_p1d": 0.005243813112140061, "bench_spy_p1d": -0.002637433731113581, "bench_c_p1d": -0.002637433731113581, "ret_p1w": 0.008103403995214364, "ret_signed_p1w": 0.008103403995214364, "alpha_spy_p1w": -0.0018924510701174846, "alpha_c_p1w": -0.0018924510701174846, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.009995855065331849, "ret_p1m": -0.10098375155559924, "ret_signed_p1m": -0.10098375155559924, "alpha_spy_p1m": -0.06238498623829536, "alpha_c_p1m": -0.06238498623829536, "bench_spy_p1m": -0.038598765317303885, "bench_c_p1m": -0.038598765317303885, "ret_p3m": -0.030149194341450025, "ret_signed_p3m": -0.030149194341450025, "alpha_spy_p3m": -0.10938289283911695, "alpha_c_p3m": -0.10938289283911695, "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": -0.10098375155559924, "alpha_spy_stated": -0.06238498623829536, "alpha_c_stated": -0.06238498623829536, "price_path": [0.0366, 0.0469, 0.0858, 0.0803, 0.0803, 0.052, 0.0349, 0.0233, 0.0111, -0.0076, -0.0117, -0.0241, -0.0392, -0.028, -0.0126, 0.0051, 0.0391, 0.0313, 0.0191, 0.0339, 0.0481, 0.053, 0.0483, 0.0535, 0.0535, 0.0543, 0.0552, 0.0562, 0.0513, 0.0513, 0.0568, 0.0188, 0.0409, 0.084, 0.0616, 0.0404, 0.0575, 0.0537, 0.0499, 0.0105, 0.0158, 0.0158, 0.0186, 0.055, 0.0637, 0.0411, 0.0396, 0.0169, 0.0015, 0.0018, 0.0146, 0.0214, -0.0184, 0.083, -0.0014, 0.0351, 0.0219, 0.0027, -0.0069, 0.0157, 0.019, 0.019, 0.0152, 0.0, 0.0026, -0.0108, 0.0372, 0.0212, 0.0081, 0.0014, 0.0308, -0.0025, -0.0126, -0.0166, -0.0365, -0.0296, -0.0119, -0.0188, -0.0203, -0.0424, -0.0348, -0.0308, -0.0884, -0.1004, -0.101, -0.1116, -0.1078, -0.1152, -0.1021, -0.1211, -0.1395, -0.1312, -0.0988, -0.0647, -0.0833, -0.0833, -0.0916, -0.0877, -0.0659, -0.0641, -0.0795, -0.0892, -0.0961, -0.1132, -0.1142, -0.0916, -0.0986, -0.1152, -0.0971, -0.1008, -0.1338, -0.1492, -0.1436, -0.1659, -0.0842, -0.0561, -0.0516, -0.0311, -0.0328, -0.0447, -0.0707, -0.0525, -0.0301, -0.0047, -0.0136, -0.0136, -0.0301, 0.0026, 0.0001, 0.0224, 0.0453, 0.0453, 0.0451, 0.0629, 0.106, 0.0846, 0.0622, 0.0445, 0.0589, 0.1045, 0.1105, 0.1279, 0.1236, 0.1154, 0.1395, 0.1121, 0.1085, 0.1018, 0.0915, 0.0783, 0.0783, 0.0817, 0.0866, 0.0966, 0.1069, 0.1858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029212692888551759", "ticker_idx": 0, "ts": "2026-03-04T15:09:41+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FLNC is a $2.8B company with a record $5.5B backlog, surfing one of the fastest-growing waves in the energy transition: energy storage", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long FLNC: $5.5B backlog vs $2.8B market cap, riding energy storage growth wave; endorses $41.80 PT thesis.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "$FLNC is a $2.8B company with a record $5.5B backlog, surfing one of the fastest-growing waves in the energy transition: energy storage.", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC remains a massively misunderstood play in the global clean energy supercycle. Based on their transition from hardware to software and an explosive AI data center pipeline, I see a clear path to aggressive upside.\n\nPrice target: $15.12 -&gt; $41.80 \n\nMost investors look at https://t.co/bj8WZGhedS", "parent_author": null, "ret_m1d": -0.05569620910238671, "ret_signed_m1d": -0.05569620910238671, "alpha_spy_m1d": -0.048690371381933994, "alpha_c_m1d": -0.048690371381933994, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002531643124693339, "ret_signed_p1d": -0.002531643124693339, "alpha_spy_p1d": 0.0030438487486835752, "alpha_c_p1d": 0.0030438487486835752, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": 0.08291141796218993, "ret_signed_p1w": 0.08291141796218993, "alpha_spy_p1w": 0.09575560304792152, "alpha_c_p1w": 0.09575560304792152, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.1582278461911667, "ret_signed_p1m": -0.1582278461911667, "alpha_spy_p1m": -0.1180765130749839, "alpha_c_p1m": -0.1180765130749839, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.7183543854924168, "ret_signed_p3m": 0.7183543854924168, "alpha_spy_p3m": 0.6081831855163469, "alpha_c_p3m": 0.6081831855163469, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1582278461911667, "alpha_spy_stated": -0.1180765130749839, "alpha_c_stated": -0.1180765130749839, "price_path": [0.5165, 0.4468, 0.5152, 0.507, 0.6323, 0.4044, 0.362, 0.3487, 0.1753, 0.2222, 0.2633, 0.2943, 0.2449, 0.2551, 0.2551, 0.2791, 0.2639, 0.257, 0.2519, 0.2519, 0.4563, 0.4082, 0.3816, 0.3013, 0.3405, 0.4684, 0.4734, 0.5076, 0.4335, 0.6139, 0.7139, 0.7139, 0.6146, 0.6671, 0.7259, 0.7051, 0.7165, 0.8, 0.9614, 0.9981, 0.9475, 0.9551, 1.0399, 0.8348, 0.1994, 0.2304, 0.2278, 0.2019, 0.1089, 0.1038, 0.1684, 0.1684, 0.1253, 0.1032, 0.0481, 0.0475, 0.0171, 0.0437, 0.0335, 0.0253, -0.0165, -0.043, -0.0557, 0.0, -0.0025, -0.0646, -0.0063, 0.0684, 0.0829, 0.0392, 0.0367, 0.062, 0.0443, 0.012, 0.0146, -0.0424, -0.0278, 0.0222, 0.0348, -0.0532, -0.1044, -0.1772, -0.1291, -0.1759, -0.1582, -0.1582, -0.1646, -0.1614, -0.1696, -0.1418, -0.1278, -0.1361, -0.0633, -0.0373, -0.0519, -0.1434, -0.2006, -0.1918, -0.1456, -0.1443, -0.1532, -0.1544, -0.2184, -0.2513, -0.2291, -0.2285, -0.2196, -0.1968, -0.1418, 0.2006, 0.5291, 0.5968, 0.3468, 0.3987, 0.3253, 0.3146, 0.2367, 0.1335, 0.1987, 0.2778, 0.3601, 0.3601, 0.35, 0.343, 0.3519, 0.1949, 0.7184, 0.7665, 0.5728, 0.7184, 0.45, 0.5234, 0.4848, 0.3684, 0.5367, 0.5006, 0.5304, 0.5139, 0.4823, 0.5696, 0.5696, 0.5943, 0.3424, 0.25, 0.2266, 0.2196, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016479904645136860", "ticker_idx": 0, "ts": "2026-01-28T11:54:08+00:00", "symbol": "MSCI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Management signaled confidence by raising the dividend 14% and continuing aggressive share buybacks, rewarding shareholders for this solid financial health.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on MSCI post mixed Q4: strong Index fee growth, rising recurring sales, improving core profitability, dividend hike, and buybacks signal durable financial health.", "resolved_tickers": ["MSCI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Financial Data & Stock Exchanges'", "bench_c_industry": "Financial Data & Stock Exchanges", "unit_kind": "original", "lang": "en", "tweet_text": "$MSCI reported mixed Q4 earnings. They did beat EPS estimates but slighlty missed the revenue estimates. Stock is down 4% in pre-market as a result. \n\nThe revenues are largely fueled by its Index business, where fees tied to assets like ETFs surged nearly 21% due to record investor inflows. Total revenue was supported by a 12% jump in new recurring subscription sales, proving that clients continue to prioritize MSCI's data tools despite market uncertainty. While one-time tax items caused a small dip in reported net income, core profitability improved, with adjusted earnings rising 11.5%.\n\nBeyond the headline numbers, the Private Assets division is regaining growth momentum, and the Sustainability segment became significantly more profitable this quarter. \n\nManagement signaled confidence by raising the dividend 14% and continuing aggressive share buybacks, rewarding shareholders for this solid financial health.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0538650530711241, "ret_signed_m1d": -0.0538650530711241, "alpha_spy_m1d": -0.05396572778582687, "alpha_c_m1d": -0.054053773020521834, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": 0.00018871994939773096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010782752197232015, "ret_signed_p1d": -0.010782752197232015, "alpha_spy_p1d": -0.008798375042398221, "alpha_c_p1d": -0.02135077891341275, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.010568026716180734, "ret_p1w": -0.07131578881568257, "ret_signed_p1w": -0.07131578881568257, "alpha_spy_p1w": -0.05804331442089772, "alpha_c_p1w": -0.08962111561960096, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": 0.018305326803918387, "ret_p1m": -0.06463530323677602, "ret_signed_p1m": -0.06463530323677602, "alpha_spy_p1m": -0.05583486849141728, "alpha_c_p1m": -0.055388243553856076, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.009247059682919945, "ret_p3m": -0.035000487579231576, "ret_signed_p3m": -0.035000487579231576, "alpha_spy_p3m": -0.06620920796831431, "alpha_c_p3m": -0.01775806289893178, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": -0.017242424680299795, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06463530323677602, "alpha_spy_stated": -0.05583486849141728, "alpha_c_stated": -0.055388243553856076, "price_path": [-0.0458, -0.0579, -0.0679, -0.0728, -0.059, -0.0551, -0.0646, -0.0526, -0.0584, -0.0705, -0.0809, -0.0926, -0.0944, -0.0899, -0.0891, -0.086, -0.0948, -0.0845, -0.0848, -0.0848, -0.0832, -0.0898, -0.1099, -0.1127, -0.1204, -0.1246, -0.1268, -0.1263, -0.1247, -0.1061, -0.1037, -0.0998, -0.1035, -0.0877, -0.0853, -0.0758, -0.0622, -0.0546, -0.0539, -0.0539, -0.0486, -0.0473, -0.0531, -0.0669, -0.0669, -0.0807, -0.0606, -0.0454, -0.0588, -0.0545, -0.0548, -0.0462, -0.0446, -0.0327, -0.0286, -0.02, -0.02, -0.0498, -0.0421, -0.0384, -0.0408, -0.0337, -0.0539, 0.0, -0.0108, -0.0092, 0.0161, -0.0543, -0.0713, -0.0796, -0.0928, -0.0902, -0.1614, -0.1676, -0.1507, -0.1411, -0.1411, -0.1488, -0.1097, -0.1165, -0.1116, -0.1209, -0.1041, -0.0908, -0.0646, -0.0663, -0.063, -0.0765, -0.0655, -0.0755, -0.0706, -0.0784, -0.1018, -0.1068, -0.1243, -0.1054, -0.102, -0.085, -0.091, -0.0917, -0.0977, -0.0994, -0.1221, -0.133, -0.127, -0.1454, -0.1316, -0.1199, -0.1234, -0.1105, -0.1105, -0.1073, -0.1064, -0.0907, -0.1087, -0.1241, -0.0975, -0.109, -0.0856, -0.0776, -0.0717, -0.0743, -0.0246, -0.0072, -0.0236, -0.0323, -0.035, -0.0289, -0.0234, -0.0344, -0.0385, -0.0493, -0.0516, -0.0495, -0.0393, -0.0441, -0.0454, -0.0512, -0.0678, -0.0698, -0.0795, -0.0428, -0.0534, -0.0463, -0.0457, -0.0356, -0.0356, -0.0356, -0.0111, 0.0267, 0.0346, 0.055, 0.0328, 0.0055, 0.0141, 0.0085, -0.012, -0.0044, -0.0028, -0.0261, -0.0182, 0.0015, -0.0034, -0.0219, -0.0476, -0.0476, -0.0482, -0.0471, -0.054, -0.1076, -0.0908, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018653451681436139", "ticker_idx": 0, "ts": "2026-02-03T11:51:02+00:00", "symbol": "PFE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The COVID hangover is lifting, replaced by a focused, high-growth drug company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PFE: pandemic hangover fading, GLP-1/oncology bets paying off, pipeline full, dividend intact — a focused high-growth pharma.", "resolved_tickers": ["PFE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$PFE just reported a strong double beat and a clear strategical pivot towards GLP-1 medicines. Stock stays flat after the earnings. \n\nPfizer is successfully moving past its pandemic era. While sales for COVID-19 products naturally declined, the rest of its business grew by a healthy 9% in the final quarter of 2025. \n\nThe company’s big bet on cancer treatments and obesity is starting to pay off. Their new once-monthly weight-loss injection showed very promising results in recent trials.\n\nLooking ahead to 2026, Pfizer plans to launch 20 major clinical studies to keep its pipeline full as older drugs lose patent protection. While they face some hurdles from new government pricing rules, management is keeping costs under control and remains committed to paying a steady dividend. Essentially, the COVID hangover is lifting, replaced by a focused, high-growth drug company.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03453619955546028, "ret_signed_m1d": 0.03453619955546028, "alpha_spy_m1d": 0.02600862145562699, "alpha_c_m1d": 0.02600862145562699, "bench_spy_m1d": 0.008527578099833288, "bench_c_m1d": 0.008527578099833288, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03919285877601664, "ret_signed_p1d": 0.03919285877601664, "alpha_spy_p1d": 0.04403671250201002, "alpha_c_p1d": 0.04403671250201002, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": 0.07140080395723492, "ret_signed_p1w": 0.07140080395723492, "alpha_spy_p1w": 0.06764464380118662, "alpha_c_p1w": 0.06764464380118662, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": 0.03298408012998988, "ret_signed_p1m": 0.03298408012998988, "alpha_spy_p1m": 0.03936528099779546, "alpha_c_p1m": 0.03936528099779546, "bench_spy_p1m": -0.006381200867805581, "bench_c_p1m": -0.006381200867805581, "ret_p3m": 0.021730650025057363, "ret_signed_p3m": 0.021730650025057363, "alpha_spy_p3m": -0.026255831001928964, "alpha_c_p3m": -0.026255831001928964, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03298408012998988, "alpha_spy_stated": 0.03936528099779546, "alpha_c_stated": 0.03936528099779546, "price_path": [-0.068, -0.0676, -0.0691, -0.0264, -0.0127, -0.0157, -0.0436, -0.0428, -0.0287, -0.0504, -0.0688, -0.0443, -0.0375, -0.0184, -0.0188, -0.0188, -0.0176, -0.0356, -0.0401, -0.0241, -0.0191, -0.0066, -0.0165, -0.0333, -0.0161, -0.0153, -0.0134, 0.0087, -0.0256, -0.0443, -0.0443, -0.0386, -0.0378, -0.0504, -0.0447, -0.0447, -0.0424, -0.0459, -0.0462, -0.0497, -0.0497, -0.039, -0.0394, -0.0295, -0.0352, -0.0348, -0.0275, -0.0356, -0.0401, -0.0237, -0.0119, -0.0211, -0.0211, -0.026, -0.0119, -0.0039, -0.0047, 0.0043, 0.0283, 0.0035, 0.0128, 0.026, 0.0345, 0.0, 0.0392, 0.0279, 0.0563, 0.0497, 0.0714, 0.0761, 0.066, 0.0702, 0.0702, 0.0621, 0.0621, 0.0423, 0.0341, 0.0501, 0.0532, 0.0512, 0.0516, 0.073, 0.0578, 0.0314, 0.033, 0.0326, 0.0497, 0.0404, 0.0539, 0.0594, 0.0423, 0.0314, 0.0326, 0.0652, 0.0601, 0.0636, 0.0466, 0.0388, 0.0462, 0.0586, 0.0698, 0.0493, 0.0776, 0.0896, 0.1079, 0.099, 0.099, 0.0799, 0.0516, 0.066, 0.0563, 0.0446, 0.0609, 0.052, 0.0551, 0.0563, 0.0695, 0.0679, 0.0598, 0.04, 0.0349, 0.0477, 0.0396, 0.0276, 0.019, 0.0361, 0.0217, 0.0206, 0.0264, 0.0295, 0.0276, 0.013, 0.0181, 0.0205, 0.024, 0.0157, -0.0008, -0.0008, 0.0122, 0.0173, 0.0236, 0.0216, 0.0216, 0.0197, 0.0339, 0.0311, 0.0327, 0.011, 0.0078, -0.0005, 0.0134, 0.0272, 0.0106, 0.0137, 0.0098, 0.0323, 0.0339, 0.0256, 0.0272, 0.0224, -0.0056, -0.0056, -0.0107, -0.0249, -0.0517, -0.0663, -0.0419, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016105166781493455", "ticker_idx": 0, "ts": "2026-01-27T11:05:03+00:00", "symbol": "UNH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "hitting the reset button after a tough 2025… shrink-to-grow plan… stabilize earnings and protect their bottom line in 2026", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish UNH medium-term: shrink-to-grow strategy, price hikes, customer culling, and one-time charges set up healthier earnings by 2026.", "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": "original", "lang": "en", "tweet_text": "$UNH just reported Q4 earnings. EPS was in line but they missed the revenues estimate. Stock is down 12% after they where already down 8% because of the Trump admin proposed flat rates for Medicare. \n\n$UNH is hitting the reset button after a tough 2025. With medical costs soaring and eating into profits, the company is shifting strategy from growth to discipline. Instead of trying to get bigger, they are raising prices and intentionally dropping over 1 million customers who are too expensive to insure.\n\nThey also took a massive $2.8 billion financial hit now to clear out old problems, like cyberattack costs and bad contracts. This shrink-to-grow plan means the company will actually generate less revenue next year, but the goal is a healthier business. 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{"unit_id": "reply:1999154858105176575", "ticker_idx": 0, "ts": "2025-12-11T16:30:35+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$HOOD will keep on growing for sure", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses HOOD continuing to grow; bullish lean agreeing with parent's multi-year 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": "reply_other", "lang": "en", "tweet_text": "@GrindeOptions $HOOD will keep on growing for sure", "reply_text": null, "parent_text": "Down 7% for $HOOD over past week and I truly think this name will be one of the top stocks to own in 2026 and 2027. \n\nThe predictions market and future banking products plus international expansion will be huge growth drivers going forward. https://t.co/XAjz13EbYJ", "quoted_text": null, "parent_author": "GrindeOptions", "ret_m1d": 0.09952996176089002, "ret_signed_m1d": 0.09952996176089002, "alpha_spy_m1d": 0.10185150568493329, "alpha_c_m1d": 0.11739028633413295, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.017860324573242936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03144753882145579, "ret_signed_p1d": -0.03144753882145579, "alpha_spy_p1d": -0.020695552543193108, "alpha_c_p1d": -0.032905599178962075, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": 0.0014580603575062856, "ret_p1w": -0.05041330628767127, "ret_signed_p1w": -0.05041330628767127, "alpha_spy_p1w": -0.03198525887952619, "alpha_c_p1w": -0.044399159161499835, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.006014147126171432, "ret_p1m": -0.06573189164280757, "ret_signed_p1m": -0.06573189164280757, "alpha_spy_p1m": -0.07581781144944033, "alpha_c_p1m": -0.08495520709754367, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.0192233154547361, "ret_p3m": -0.3635110996314974, "ret_signed_p3m": -0.3635110996314974, "alpha_spy_p3m": -0.3490168538421644, "alpha_c_p3m": -0.27903803504477165, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.08447306458672577, "ret_p6m": -0.33157721627021286, "ret_signed_p6m": -0.33157721627021286, "alpha_spy_p6m": -0.40787133993694136, "alpha_c_p6m": -0.2929873126344915, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.038589903635721345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06573189164280757, "alpha_spy_stated": -0.07581781144944033, "alpha_c_stated": -0.08495520709754367, "price_path": [-0.0693, -0.0486, -0.0384, -0.02, 0.0113, 0.0122, 0.0229, 0.0277, -0.0059, -0.013, 0.1081, 0.1605, 0.1277, 0.1809, 0.205, 0.1692, 0.1752, 0.2228, 0.2357, 0.1263, 0.1402, 0.0938, 0.0873, 0.0653, 0.0529, 0.1007, 0.0686, 0.0311, 0.0888, 0.133, 0.1822, 0.1854, 0.1736, 0.1191, 0.1897, 0.1921, 0.1088, 0.1548, 0.03, 0.0566, 0.1013, 0.0693, 0.0778, -0.015, -0.0071, -0.0601, -0.0736, -0.0423, -0.1392, -0.1303, -0.0682, -0.0633, 0.0391, 0.0391, 0.0414, -0.0011, 0.0208, 0.0832, 0.111, 0.0695, 0.1058, 0.0999, 0.0995, 0.0, -0.0314, -0.0658, -0.0323, -0.0614, -0.0504, -0.0165, -0.0082, -0.0254, -0.0238, -0.0238, -0.0426, -0.0482, -0.0643, -0.0833, -0.0833, -0.0662, -0.0011, -0.0136, -0.052, -0.0648, -0.0657, -0.0475, -0.0254, -0.0301, -0.1056, -0.1187, -0.1187, -0.1426, -0.1415, -0.1388, -0.1328, -0.1328, -0.147, -0.1619, -0.1794, -0.1937, -0.2713, -0.2943, -0.3466, -0.4109, -0.3287, -0.2984, -0.3062, -0.368, -0.4236, -0.3843, -0.3843, -0.3886, -0.3904, -0.3869, -0.3831, -0.4182, -0.4052, -0.3716, -0.3561, -0.3852, -0.3615, -0.3834, -0.3337, -0.3471, -0.3752, -0.3569, -0.3635, -0.3622, -0.383, -0.4052, -0.3896, -0.3731, -0.3929, -0.3989, -0.4254, -0.4125, -0.4401, -0.4121, -0.4298, -0.4649, -0.4719, -0.4383, -0.4318, -0.4416, -0.4416, -0.4344, -0.4355, -0.4178, -0.4317, -0.4392, -0.4191, -0.359, -0.2923, -0.2961, -0.2645, -0.2602, -0.2995, -0.2833, -0.3229, -0.3134, -0.3196, -0.3348, -0.4229, -0.4092, -0.403, -0.3796, -0.3757, -0.3593, -0.3817, -0.3757, -0.3453, -0.3656, -0.3779, -0.3459, -0.3748, -0.3747, -0.3989, -0.386, -0.3847, -0.4031, -0.4031, -0.3995, -0.3822, -0.3124, -0.2357, -0.2646, -0.2855, -0.3285, -0.2841, -0.3316]}
{"unit_id": "reply:1993264923070140501", "ticker_idx": 0, "ts": "2025-11-25T10:26:05+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Leveraging index liquidity to clear the ATM is strategic brilliance imo. It secures CapEx cash, removes dilution overhang without price impact, and de-risks growth. A strong signal of prudent management.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NBIS: ATM cleared via index inclusion was smart capital management — removes dilution overhang, secures CapEx, signals prudent 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": "@genZinvest0r Leveraging index liquidity to clear the ATM is strategic brilliance imo.\n\nIt secures CapEx cash, removes dilution overhang without price impact, and de-risks growth. A strong signal of prudent management.", "reply_text": null, "parent_text": "$NBIS I need your thoughts on this.\n\nYesterday $NBIS inclusion into the MSCI World Index went into effect which resulted in a block trade of ~22M shares at the end of the trading day due to mandatory buying from funds tracking the index.\n\nWhat do you think the likelihood is that https://t.co/T5hFvwxRPe", "quoted_text": null, "parent_author": "genZinvest0r", "ret_m1d": 0.03397844695978325, "ret_signed_m1d": 0.03397844695978325, "alpha_spy_m1d": 0.04329681911374128, "alpha_c_m1d": 0.04526452127834524, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06536909729444051, "ret_signed_p1d": 0.06536909729444051, "alpha_spy_p1d": 0.05846560667471645, "alpha_c_p1d": 0.06396929135308826, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": 0.08517101630010582, "ret_signed_p1w": 0.08517101630010582, "alpha_spy_p1w": 0.07552680653653776, "alpha_c_p1w": 0.07703452218793894, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.008136494112166881, "ret_p1m": 0.025315032285438965, "ret_signed_p1m": 0.025315032285438965, "alpha_spy_p1m": -0.0004619682471695974, "alpha_c_p1m": -0.011188024414413578, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.03650305669985254, "ret_p3m": 0.10171018446087654, "ret_signed_p3m": 0.10171018446087654, "alpha_spy_p3m": 0.07734466066916967, "alpha_c_p3m": 0.07652970762836198, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 1.158190968180325, "ret_signed_p6m": 1.158190968180325, "alpha_spy_p6m": 1.05382273849599, "alpha_c_p6m": 1.1359027141706755, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.025315032285438965, "alpha_spy_stated": -0.0004619682471695974, "alpha_c_stated": -0.011188024414413578, "price_path": [-0.1895, -0.2313, -0.2313, -0.2606, -0.2614, -0.2697, -0.2634, -0.2793, 0.077, 0.0507, 0.0035, 0.0172, 0.0234, 0.0062, 0.0585, 0.059, 0.1173, 0.1994, 0.2129, 0.274, 0.2144, 0.2117, 0.2401, 0.2632, 0.3007, 0.4162, 0.4399, 0.4057, 0.3243, 0.3726, 0.4923, 0.4579, 0.5241, 0.4418, 0.4157, 0.3843, 0.2763, 0.2264, 0.1733, 0.1096, 0.1944, 0.3193, 0.4112, 0.3707, 0.4075, 0.3972, 0.4719, 0.3554, 0.2437, 0.3164, 0.2313, 0.252, 0.2371, 0.1501, 0.0617, -0.0028, -0.0601, -0.0326, 0.0187, 0.0696, -0.0477, -0.0632, 0.034, 0.0, 0.0654, 0.0654, 0.0674, 0.1268, 0.0852, 0.113, 0.1566, 0.1031, 0.1288, 0.0847, 0.053, 0.0608, -0.0134, -0.0871, -0.0892, -0.1511, -0.1214, 0.0065, 0.0489, 0.0129, 0.0253, 0.0253, -0.0145, -0.032, -0.0417, -0.0582, -0.0582, 0.012, 0.0444, 0.1278, 0.0825, 0.0947, 0.1018, 0.2076, 0.1862, 0.1474, 0.1688, 0.2233, 0.2233, 0.1171, 0.1124, 0.0897, 0.0632, 0.029, 0.1011, 0.13, 0.0678, -0.0415, -0.0081, 0.012, -0.073, -0.1689, -0.0313, 0.045, 0.0327, -0.003, 0.0096, 0.1027, 0.1027, 0.0972, 0.1454, 0.2107, 0.1017, 0.132, 0.1541, 0.194, 0.18, 0.026, 0.024, -0.0234, 0.1001, 0.0762, 0.0051, 0.0682, 0.0849, 0.2601, 0.2156, 0.2708, 0.461, 0.3088, 0.3339, 0.3672, 0.3234, 0.2843, 0.2929, 0.2949, 0.1923, 0.1343, 0.038, 0.1674, 0.1471, 0.2243, 0.2243, 0.2662, 0.3209, 0.4064, 0.5339, 0.6311, 0.739, 0.822, 0.8764, 0.8603, 0.768, 0.7907, 0.7614, 0.7568, 0.7673, 0.6557, 0.631, 0.5246, 0.5885, 0.5552, 0.7382, 0.9849, 0.9793, 1.195, 1.0789, 0.992, 1.0938, 1.0152, 1.332, 1.4882, 1.4746, 1.2486, 1.2247, 1.1582]}
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{"unit_id": "reply:1999464135764115776", "ticker_idx": 0, "ts": "2025-12-12T12:59:32+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Everyone wants $NVDA chips, demand will only grow in the next couple of years", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish NVDA; demand for chips will only grow over the next couple of years.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@amitisinvesting Everyone wants $NVDA chips, demand will only grow in the next couple of years", "reply_text": null, "parent_text": "$NVDA\n\n- NVIDIA IS EVALUATING INCREASING PRODUCTION OF H200 AI CHIPS DUE TO STRONG CHINESE DEMAND \n\n- CHINESE DEMAND FOR H200 CHIPS AHEAD OF NVIDIA'S CURRENT PRODUCTION CAPACITY, SOURCES SAY - RTRS \n\nwell, looks like the Chinese would like some Nvidia chips", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": 0.03376748778689631, "ret_signed_m1d": 0.03376748778689631, "alpha_spy_m1d": 0.022898639804263876, "alpha_c_m1d": -0.013589358496021609, "bench_spy_m1d": 0.010868847982632435, "bench_c_m1d": 0.04735684628291792, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007256197507397255, "ret_signed_p1d": 0.007256197507397255, "alpha_spy_p1d": 0.008767096188813661, "alpha_c_p1d": 0.010701361285156419, "bench_spy_p1d": -0.001510898681416406, "bench_c_p1d": -0.0034451637777591637, "ret_p1w": 0.03411044804104146, "ret_signed_p1w": 0.03411044804104146, "alpha_spy_p1w": 0.032876761084480455, "alpha_c_p1w": 0.028152016842742045, "bench_spy_p1w": 0.0012336869565610087, "bench_c_p1w": 0.005958431198299419, "ret_p1m": 0.05667922296327088, "ret_signed_p1m": 0.05667922296327088, "alpha_spy_p1m": 0.034011319630817605, "alpha_c_p1m": -0.04993879721513794, "bench_spy_p1m": 0.022667903332453276, "bench_c_p1m": 0.10661802017840882, "ret_p3m": 0.06296458719334552, "ret_signed_p3m": 0.06296458719334552, "alpha_spy_p3m": 0.06799790721221144, "alpha_c_p3m": -0.07302839678547146, "bench_spy_p3m": -0.005033320018865917, "bench_c_p3m": 0.13599298397881698, "ret_p6m": 0.1935462893341544, "ret_signed_p6m": 0.1935462893341544, "alpha_spy_p6m": 0.10309068631289864, "alpha_c_p6m": -0.5008544658649714, "bench_spy_p6m": 0.09045560302125577, "bench_c_p6m": 0.6944007551991258, "ret_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": [-0.0009, -0.0271, 0.0069, 0.0094, 0.049, 0.0194, 0.0111, 0.0152, 0.0181, 0.039, 0.066, 0.0698, 0.0792, 0.0719, 0.06, 0.0572, 0.0804, 0.1002, 0.0465, 0.0759, 0.0286, 0.0274, 0.0387, 0.0468, 0.0435, 0.035, 0.03, 0.0407, 0.0642, 0.094, 0.1485, 0.1829, 0.1592, 0.1569, 0.182, 0.1352, 0.1153, 0.0746, 0.075, 0.1372, 0.1036, 0.1072, 0.0676, 0.0865, 0.0661, 0.0362, 0.0656, 0.0321, 0.022, 0.043, 0.0159, 0.0299, 0.0299, 0.0113, 0.0279, 0.0367, 0.0261, 0.0478, 0.0422, 0.0602, 0.0569, 0.0501, 0.0338, 0.0, 0.0073, 0.0154, -0.0233, -0.005, 0.0341, 0.0495, 0.0811, 0.0776, 0.0776, 0.0886, 0.0754, 0.0715, 0.0656, 0.0656, 0.079, 0.0748, 0.0698, 0.0805, 0.0573, 0.0562, 0.0567, 0.0617, 0.0464, 0.0687, 0.064, 0.064, 0.0174, 0.0474, 0.0561, 0.0723, 0.0654, 0.0771, 0.0943, 0.0999, 0.092, 0.0605, 0.0304, -0.0047, -0.0179, 0.0594, 0.0858, 0.0772, 0.0859, 0.0681, 0.0445, 0.0445, 0.0569, 0.074, 0.0736, 0.0846, 0.0944, 0.1019, 0.1174, 0.0564, 0.0124, 0.0426, 0.0287, 0.0458, 0.0475, 0.016, 0.0436, 0.0557, 0.063, 0.0465, 0.0299, 0.0469, 0.0395, 0.0308, 0.0203, -0.0132, 0.0036, 0.0011, 0.021, -0.0215, -0.0428, -0.0562, -0.0035, 0.0042, 0.0136, 0.0136, 0.015, 0.0177, 0.0404, 0.0509, 0.0778, 0.0817, 0.1228, 0.1363, 0.1334, 0.1524, 0.1546, 0.1421, 0.1571, 0.1407, 0.19, 0.2377, 0.218, 0.1956, 0.1403, 0.1339, 0.1341, 0.1228, 0.1875, 0.2085, 0.2296, 0.2539, 0.2615, 0.2904, 0.347, 0.2875, 0.2703, 0.2606, 0.2769, 0.2543, 0.2304, 0.2304, 0.2277, 0.2148, 0.2242, 0.2064, 0.282, 0.2732, 0.2271, 0.2509, 0.1733, 0.1935]}
{"unit_id": "reply:1971586471984500883", "ticker_idx": 0, "ts": "2025-09-26T14:43:39+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They're not just participating in the future, they are building its foundational layers. $GOOGL is everywhere the future goes.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL as a foundational AI/TPU/robotaxi builder; decisive long stance.", "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": "@StockSavvyShay They're not just participating in the future, they are building its foundational layers. $GOOGL is everywhere the future goes. From AI models, to TPUs to Robotaxis.", "reply_text": null, "parent_text": "$NVDA JENSEN PRAISED $GOOGL CUSTOM TPUS\n\nThe nod shows how far Google’s own chips have come. By owning the chips, the software that runs them &amp; the cloud they live in, Google makes TPUs faster &amp; cheaper across its data centers. An underrated moat. \n\nhttps://t.co/FxDgWAU99m", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.0030421018185079474, "ret_signed_m1d": -0.0030421018185079474, "alpha_spy_m1d": 0.002654389856390438, "alpha_c_m1d": 0.006605024099413992, "bench_spy_m1d": -0.005696491674898385, "bench_c_m1d": -0.00964712591792194, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.010099782998473361, "ret_signed_p1d": -0.010099782998473361, "alpha_spy_p1d": -0.01291013653319284, "alpha_c_p1d": -0.013315535069532758, "bench_spy_p1d": 0.0028103535347194786, "bench_c_p1d": 0.0032157520710593968, "ret_p1w": -0.004826707292517551, "ret_signed_p1w": -0.004826707292517551, "alpha_spy_p1w": -0.01599280176216611, "alpha_c_p1w": 0.010236271245313011, "bench_spy_p1w": 0.011166094469648558, "bench_c_p1w": -0.015062978537830563, "ret_p1m": 0.09219591368879465, "ret_signed_p1m": 0.09219591368879465, "alpha_spy_p1m": 0.05680878035261583, "alpha_c_p1m": 0.10074282646322175, "bench_spy_p1m": 0.03538713333617882, "bench_c_p1m": -0.008546912774427096, "ret_p3m": 0.2748254602143301, "ret_signed_p3m": 0.2748254602143301, "alpha_spy_p3m": 0.22858941190448023, "alpha_c_p3m": 0.27226724315376893, "bench_spy_p3m": 0.04623604830984984, "bench_c_p3m": 0.002558217060561141, "ret_p6m": 0.2268612579936875, "ret_signed_p6m": 0.2268612579936875, "alpha_spy_p6m": 0.23095353370124372, "alpha_c_p6m": 0.2669245085228654, "bench_spy_p6m": -0.004092275707556214, "bench_c_p6m": -0.04006325052917792, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09219591368879465, "alpha_spy_stated": 0.05680878035261583, "alpha_c_stated": 0.10074282646322175, "price_path": [-0.2874, -0.2761, -0.2725, -0.2725, -0.2836, -0.2934, -0.2842, -0.2802, -0.2698, -0.2642, -0.2624, -0.2585, -0.256, -0.25, -0.2296, -0.2246, -0.2291, -0.2212, -0.2171, -0.2196, -0.2067, -0.2036, -0.2223, -0.2335, -0.2096, -0.2111, -0.2053, -0.2036, -0.1837, -0.1854, -0.176, -0.1816, -0.1776, -0.1737, -0.1753, -0.1831, -0.1923, -0.1905, -0.1648, -0.1551, -0.1606, -0.1592, -0.1423, -0.1372, -0.1372, -0.1435, -0.0652, -0.0586, -0.0477, -0.0507, -0.028, -0.0299, -0.025, -0.0233, 0.0206, 0.0187, 0.0121, 0.0223, 0.0332, 0.0243, 0.0208, 0.0024, -0.003, 0.0, -0.0101, -0.014, -0.0067, -0.0034, -0.0048, 0.0158, -0.0032, -0.0078, -0.0203, -0.0404, -0.0097, -0.0044, 0.0182, 0.02, 0.0274, 0.0406, 0.0159, 0.0209, 0.0265, 0.0543, 0.0922, 0.0849, 0.1137, 0.1417, 0.1405, 0.1508, 0.1257, 0.1532, 0.155, 0.131, 0.1767, 0.1816, 0.1629, 0.1299, 0.1212, 0.1561, 0.1531, 0.1877, 0.174, 0.2155, 0.2922, 0.3119, 0.2978, 0.2978, 0.2987, 0.2772, 0.281, 0.2965, 0.2883, 0.3031, 0.2733, 0.287, 0.2997, 0.2681, 0.2553, 0.251, 0.2443, 0.2043, 0.2276, 0.2467, 0.2573, 0.2759, 0.2748, 0.2748, 0.2725, 0.2727, 0.2739, 0.2704, 0.2704, 0.2791, 0.2848, 0.2758, 0.3068, 0.3209, 0.3336, 0.3469, 0.3636, 0.3631, 0.3507, 0.3394, 0.3394, 0.3069, 0.3328, 0.3416, 0.331, 0.3526, 0.3579, 0.3638, 0.3729, 0.3719, 0.395, 0.3788, 0.3517, 0.3445, 0.3104, 0.3163, 0.293, 0.2621, 0.2542, 0.2409, 0.2409, 0.2258, 0.2312, 0.2292, 0.2784, 0.2643, 0.2619, 0.27, 0.2476, 0.2654, 0.2441, 0.2322, 0.2303, 0.2212, 0.2116, 0.2443, 0.2471, 0.2538, 0.2329, 0.2278, 0.2411, 0.2628, 0.2497, 0.2475, 0.2226, 0.2269]}
{"unit_id": "reply:2026636353623019636", "ticker_idx": 0, "ts": "2026-02-25T12:32:14+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I see them make new ATH in 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Long TMDX; holds shares and expects new all-time highs in 2026.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor Great results, I’m a big fan of the company. Added some shares in Sep25’. I see them make new ATH in 2026.", "reply_text": null, "parent_text": "$TMDX delivered incredible earnings results.\n\nEPS beat expectations by over 600%.\n\nInsiders have been buying as well.\n\nI think this stock is a great safe-haven option.", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.044975293145800954, "ret_signed_m1d": 0.044975293145800954, "alpha_spy_m1d": 0.05334299025510092, "alpha_c_m1d": 0.044721879718613966, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": 0.0002534134271869881, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02062951152666348, "ret_signed_p1d": 0.02062951152666348, "alpha_spy_p1d": 0.026183957105870626, "alpha_c_p1d": 0.023227316043994306, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.002597804517330826, "ret_p1w": 0.11990896341848711, "ret_signed_p1w": 0.11990896341848711, "alpha_spy_p1w": 0.13147941195506074, "alpha_c_p1w": 0.12485096401755291, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.004942000599065799, "ret_p1m": -0.2248768129141775, "ret_signed_p1m": -0.2248768129141775, "alpha_spy_p1m": -0.15808280338718705, "alpha_c_p1m": -0.15207149604891423, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07280531686526326, "ret_p3m": -0.4771710704019779, "ret_signed_p3m": -0.4771710704019779, "alpha_spy_p3m": -0.555835620431779, "alpha_c_p3m": -0.4307678444948768, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": -0.04640322590710111, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2248768129141775, "alpha_spy_stated": -0.15808280338718705, "alpha_c_stated": -0.15207149604891423, "price_path": [0.1097, 0.1408, 0.0752, 0.0626, 0.0514, 0.0353, 0.036, 0.0224, -0.0049, -0.0321, -0.0384, -0.066, -0.0516, -0.0752, -0.0818, -0.0317, -0.019, -0.0277, -0.0369, -0.0369, -0.058, -0.0667, -0.0753, -0.0774, -0.0774, -0.0695, -0.0422, 0.0062, 0.0411, 0.0434, 0.0396, 0.0213, 0.0824, 0.0767, 0.0898, 0.0874, 0.0874, 0.0765, 0.0149, 0.0473, 0.0262, 0.0567, 0.0504, 0.0693, 0.054, 0.0161, 0.0162, 0.0294, -0.0112, -0.0171, 0.0243, 0.0341, 0.0564, 0.011, -0.0253, -0.0152, -0.0152, 0.0149, 0.0277, 0.0078, 0.0182, 0.0212, 0.045, 0.0, 0.0206, 0.1017, 0.1149, 0.1225, 0.1199, 0.0623, -0.017, 0.0221, -0.0076, -0.0218, -0.0799, -0.0635, -0.0542, -0.0541, -0.1414, -0.1375, -0.1361, -0.1499, -0.1739, -0.2027, -0.2249, -0.2488, -0.2847, -0.246, -0.2385, -0.2363, -0.2363, -0.2052, -0.186, -0.1706, -0.1718, -0.1354, -0.1402, -0.1226, -0.1194, -0.1724, -0.1212, -0.142, -0.174, -0.1305, -0.1414, -0.1587, -0.18, -0.232, -0.2524, -0.2356, -0.2415, -0.2637, -0.28, -0.4469, -0.4471, -0.4855, -0.5123, -0.5151, -0.5132, -0.5295, -0.5207, -0.4817, -0.4984, -0.4843, -0.4778, -0.4772, -0.4772, -0.4656, -0.468, -0.4856, -0.4903, -0.4878, -0.4808, -0.4714, -0.4587, -0.4734, -0.4604, -0.4366, -0.4329, -0.4419, -0.447, -0.4275, -0.425, -0.4447, -0.4024, -0.4024, -0.4273, -0.44, -0.4113, -0.4103, -0.4809, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1998159978389971093", "ticker_idx": 0, "ts": "2025-12-08T22:37:17+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOFI will bounce back quickly", "tweet_type": "prediction", "timeline": "days", "summary": "SOFI will recover quickly after its $1.5B share offering.", "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": "@sam_badawi $SOFI will bounce back quickly", "reply_text": null, "parent_text": "$SOFI completed its $1.5B offering today at $27.50 per share.", "quoted_text": null, "parent_author": "Sam_Badawi", "ret_m1d": 0.02907196007691093, "ret_signed_m1d": 0.02907196007691093, "alpha_spy_m1d": 0.028208096366277413, "alpha_c_m1d": 0.025318246910542852, "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": 0.009690653358970236, "ret_signed_p1d": 0.009690653358970236, "alpha_spy_p1d": 0.00305841810621299, "alpha_c_p1d": -0.0017583276083119603, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.011448980967282196, "ret_p1w": -0.009317927719377672, "ret_signed_p1w": -0.009317927719377672, "alpha_spy_p1w": -0.0032129484568819144, "alpha_c_p1w": -0.03484342364766746, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.025525495928289788, "ret_p1m": 0.006336193692782599, "ret_signed_p1m": 0.006336193692782599, "alpha_spy_p1m": -0.006221905151137408, "alpha_c_p1m": -0.041042975760948064, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.04737916945373066, "ret_p3m": -0.29556467863308145, "ret_signed_p3m": -0.29556467863308145, "alpha_spy_p3m": -0.2828668371300883, "alpha_c_p3m": -0.24801861145511683, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": -0.04754606717796461, "ret_p6m": -0.3783078511887019, "ret_signed_p6m": -0.3783078511887019, "alpha_spy_p6m": -0.48883528467286297, "alpha_c_p6m": -0.3413370702479437, "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": 5, "stated_label": "p1w", "ret_signed_stated": -0.009317927719377672, "alpha_spy_stated": -0.0032129484568819144, "alpha_c_stated": -0.03484342364766746, "price_path": [-0.0324, -0.0104, 0.0313, 0.022, 0.0116, 0.0477, 0.0999, 0.1111, 0.0842, 0.06, 0.0481, 0.0429, 0.0268, -0.0153, -0.0399, -0.0321, -0.0593, -0.0175, 0.0488, 0.0444, 0.0604, -0.0239, 0.0116, 0.0388, 0.0447, -0.0086, -0.0108, 0.069, 0.0716, 0.0134, 0.0466, 0.0813, 0.1182, 0.18, 0.1517, 0.082, 0.1062, 0.1416, 0.0947, 0.1208, 0.0123, 0.0514, 0.1383, 0.1536, 0.2005, 0.0581, 0.0369, 0.0078, -0.022, -0.0041, -0.0716, -0.0611, 0.0212, 0.0559, 0.0619, 0.0619, 0.1077, 0.082, 0.0999, 0.0835, 0.1032, 0.0354, 0.0291, 0.0, 0.0097, 0.0089, 0.0168, -0.0376, -0.0093, -0.0581, -0.0201, 0.0153, 0.0194, 0.0134, 0.0242, 0.0242, 0.0089, -0.0004, -0.0101, -0.0242, -0.0242, 0.0235, 0.0913, 0.0056, 0.0063, 0.0332, 0.0212, -0.0086, 0.0116, -0.006, -0.0145, -0.0261, -0.0261, -0.0499, -0.0444, -0.0276, -0.0365, -0.0384, -0.0511, -0.0831, -0.0921, -0.1498, -0.177, -0.189, -0.2266, -0.2747, -0.2225, -0.2042, -0.2106, -0.2341, -0.2807, -0.2691, -0.2691, -0.2728, -0.2717, -0.2807, -0.2911, -0.3209, -0.3045, -0.281, -0.2881, -0.3381, -0.3146, -0.3064, -0.303, -0.2825, -0.2956, -0.2997, -0.3183, -0.3094, -0.3403, -0.3381, -0.3429, -0.3526, -0.3597, -0.3634, -0.3701, -0.3608, -0.3776, -0.3828, -0.4085, -0.4324, -0.4353, -0.4081, -0.4174, -0.4092, -0.4092, -0.3936, -0.3996, -0.3854, -0.3936, -0.3955, -0.3645, -0.3325, -0.2997, -0.2907, -0.2758, -0.2732, -0.2982, -0.2896, -0.3172, -0.3127, -0.3008, -0.3157, -0.4214, -0.3999, -0.3876, -0.3962, -0.4029, -0.3925, -0.4037, -0.413, -0.394, -0.4074, -0.4294, -0.4029, -0.4182, -0.4145, -0.4324, -0.4152, -0.4167, -0.4178, -0.4178, -0.4044, -0.3973, -0.3675, -0.3209, -0.3075, -0.3388, -0.3783]}
{"unit_id": "quote:2026787530255810570", "ticker_idx": 0, "ts": "2026-02-25T22:32:57+00:00", "symbol": "TMDX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Nothing to not like about this $TMDX quarter. Sometimes investors just don't understand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TMDX despite 4% selloff; author sees nothing wrong with the quarter and implies market mispriced it.", "resolved_tickers": ["TMDX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Medical Devices'", "bench_c_industry": "Medical Devices", "unit_kind": "quote", "lang": "en", "tweet_text": "$TMDX ends the day down 4%…\n\nNothing to not like about this $TMDX quarter. Sometimes investors just don’t understand.", "reply_text": null, "parent_text": null, "quoted_text": "As an $TMDX shareholder, I'm really happy about last quarter. I just went through the whole report and here are my thoughts on Q4 and 2025 in general for Transmedics. \n\n1. The National OCS Program (NOP) is highly sticky and scaling\n\nThe core thesis for TransMedics is that", "parent_author": null, "ret_m1d": -0.020212536766456735, "ret_signed_m1d": -0.020212536766456735, "alpha_spy_m1d": -0.02579800653351927, "alpha_c_m1d": -0.022817107449273122, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.0026045706828163873, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07943811102619525, "ret_signed_p1d": 0.07943811102619525, "alpha_spy_p1d": 0.08424005188480654, "alpha_c_p1d": 0.061778392520819736, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": 0.01765971850537551, "ret_p1w": 0.04087091997215153, "ret_signed_p1w": 0.04087091997215153, "alpha_spy_p1w": 0.052462287481125136, "alpha_c_p1w": 0.06316789460146477, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.022296974629313238, "ret_p1m": -0.2639518640054971, "ret_signed_p1m": -0.2639518640054971, "alpha_spy_p1m": -0.18636843735994169, "alpha_c_p1m": -0.17774255889494484, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.08620930511055225, "ret_p3m": -0.4764063665782987, "ret_signed_p3m": -0.4764063665782987, "alpha_spy_p3m": -0.5682966287346802, "alpha_c_p3m": -0.4236845105418545, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": -0.05272185603644419, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2639518640054971, "alpha_spy_stated": -0.18636843735994169, "alpha_c_stated": -0.17774255889494484, "price_path": [0.1178, 0.0535, 0.0411, 0.0302, 0.0144, 0.0151, 0.0017, -0.025, -0.0516, -0.0578, -0.0849, -0.0708, -0.0939, -0.1003, -0.0513, -0.0388, -0.0473, -0.0563, -0.0563, -0.0771, -0.0855, -0.094, -0.096, -0.096, -0.0883, -0.0616, -0.0141, 0.0201, 0.0223, 0.0186, 0.0007, 0.0605, 0.0549, 0.0678, 0.0654, 0.0654, 0.0547, -0.0056, 0.0262, 0.0054, 0.0354, 0.0291, 0.0477, 0.0327, -0.0044, -0.0043, 0.0085, -0.0312, -0.0369, 0.0036, 0.0132, 0.0351, -0.0094, -0.045, -0.0351, -0.0351, -0.0056, 0.0069, -0.0126, -0.0024, 0.0006, 0.0239, -0.0202, 0.0, 0.0794, 0.0924, 0.0998, 0.0973, 0.0409, -0.0369, 0.0015, -0.0276, -0.0416, -0.0985, -0.0824, -0.0733, -0.0732, -0.1587, -0.1549, -0.1536, -0.1671, -0.1906, -0.2188, -0.2405, -0.264, -0.2992, -0.2613, -0.2539, -0.2517, -0.2517, -0.2212, -0.2025, -0.1873, -0.1885, -0.1529, -0.1576, -0.1404, -0.1372, -0.1891, -0.139, -0.1593, -0.1907, -0.148, -0.1587, -0.1757, -0.1966, -0.2475, -0.2675, -0.251, -0.2568, -0.2786, -0.2946, -0.4581, -0.4583, -0.4959, -0.5222, -0.5249, -0.5231, -0.539, -0.5304, -0.4922, -0.5086, -0.4947, -0.4884, -0.4877, -0.4877, -0.4764, -0.4787, -0.496, -0.5006, -0.4982, -0.4913, -0.4821, -0.4696, -0.4841, -0.4714, -0.4479, -0.4444, -0.4531, -0.4582, -0.4391, -0.4366, -0.4559, -0.4145, -0.4145, -0.4389, -0.4514, -0.4232, -0.4222, -0.4914, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2003585466021609511", "ticker_idx": 0, "ts": "2025-12-23T21:56:14+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their cooperation with $GOOGL can still take them to a higher level I believe. They have everything to be in the center of AI and datacenters in space. Still some room to grow imo.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL: GOOGL partnership + AI/space datacenter positioning leaves room to grow despite recent +400% run.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "+400% will be difficult to repeat for $PL but there cooperation with $GOOGL can still take them to a higher level I believe. They have everything to be in the center of AI and datacenters in space. They where just massively undervalued. If you look at the broader picture, they just doubled in over 5 years. Still some room to grow imo.", "reply_text": null, "parent_text": "My top stocks for 2026 are almost ready, and this list is going to be very different from the last two years. This year I only had two stocks, HIMS and IREN. In 2024, I also kept the list fairly small. \n\nFor 2026, I am doing something different. I am picking 10 stocks, one per", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.020177158148114716, "ret_signed_m1d": 0.020177158148114716, "alpha_spy_m1d": 0.023682501886441165, "alpha_c_m1d": 0.02341526243907044, "bench_spy_m1d": -0.0035053437383264496, "bench_c_m1d": -0.0032381042909557234, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.029527578271694277, "ret_signed_p1w": -0.029527578271694277, "alpha_spy_p1w": -0.017273451160500164, "alpha_c_p1w": -0.014416457378052305, "bench_spy_p1w": -0.012254127111194113, "bench_c_p1w": -0.015111120893641972, "ret_p1m": 0.28248030793918866, "ret_signed_p1m": 0.28248030793918866, "alpha_spy_p1m": 0.28450814573669514, "alpha_c_p1m": 0.2316867347503182, "bench_spy_p1m": -0.002027837797506482, "bench_c_p1m": 0.050793573188870456, "ret_p3m": 0.6643700887179951, "ret_signed_p3m": 0.6643700887179951, "alpha_spy_p3m": 0.7124742656852382, "alpha_c_p3m": 0.6262231203892419, "bench_spy_p3m": -0.04810417696724312, "bench_c_p3m": 0.038146968328753195, "ret_p6m": 0.3892716518803341, "ret_signed_p6m": 0.3892716518803341, "alpha_spy_p6m": 0.30188736088632107, "alpha_c_p6m": 0.23740915755831415, "bench_spy_p6m": 0.08738429099401301, "bench_c_p6m": 0.15186249432201993, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.28248030793918866, "alpha_spy_stated": 0.28450814573669514, "alpha_c_stated": 0.2316867347503182, "price_path": [-0.3996, -0.3706, -0.3612, -0.3223, -0.2692, -0.2466, -0.25, -0.2283, -0.2323, -0.2293, -0.2766, -0.2495, -0.2726, -0.2574, -0.3489, -0.3548, -0.3327, -0.3647, -0.3848, -0.3627, -0.3302, -0.345, -0.3681, -0.3652, -0.3671, -0.3381, -0.3509, -0.375, -0.3479, -0.3868, -0.3696, -0.341, -0.3863, -0.3878, -0.4385, -0.439, -0.4483, -0.4365, -0.4198, -0.4473, -0.4508, -0.4321, -0.4227, -0.4232, -0.4232, -0.4144, -0.4242, -0.4208, -0.409, -0.3632, -0.3716, -0.3627, -0.3681, -0.3632, -0.1403, -0.1024, -0.1117, -0.1201, -0.1895, -0.1393, -0.0561, 0.0138, 0.0202, 0.0, 0.0, -0.0472, -0.0221, -0.0285, -0.0295, -0.0295, 0.0044, 0.0527, 0.0748, 0.1127, 0.1043, 0.1176, 0.252, 0.2461, 0.3155, 0.3917, 0.4163, 0.4163, 0.378, 0.2982, 0.2825, 0.3258, 0.2731, 0.3814, 0.372, 0.2968, 0.2288, 0.1245, 0.1786, 0.0714, 0.0054, 0.0955, 0.1821, 0.1216, 0.0655, 0.0482, 0.1033, 0.1033, 0.093, 0.1683, 0.2357, 0.1762, 0.1703, 0.216, 0.2121, 0.2598, 0.188, 0.2972, 0.2451, 0.2795, 0.2101, 0.2441, 0.2707, 0.25, 0.252, 0.2288, 0.22, 0.2106, 0.3327, 0.221, 0.3268, 0.6649, 0.6644, 0.5664, 0.7406, 0.5945, 0.5187, 0.3725, 0.3755, 0.5113, 0.7657, 0.7657, 0.7234, 0.7308, 0.7987, 0.6845, 0.7062, 0.689, 0.6698, 0.6934, 0.9631, 0.8937, 0.8455, 0.8716, 0.9424, 0.8844, 0.7441, 0.7446, 0.7239, 0.6772, 0.8194, 0.8159, 0.8967, 0.8273, 0.9532, 0.7343, 0.9213, 1.0591, 1.002, 1.0049, 1.1181, 1.0482, 1.0477, 1.0468, 1.0994, 1.0906, 1.1826, 1.1826, 1.378, 1.4843, 1.5295, 1.5167, 1.2864, 1.3666, 1.1225, 1.1422, 0.5856, 0.6112, 0.534, 0.5118, 0.6816, 0.533, 0.5049, 0.3883, 0.3888, 0.3893]}
{"unit_id": "reply:2026689664854229074", "ticker_idx": 0, "ts": "2026-02-25T16:04:04+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR is the safer pick due to: insulation from hardware obsolescence risk, the way they finance their projects, and long-term contracts", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both CIFR (safer, lower risk) and IREN (higher ceiling/upside potential).", "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": "@LandoInvests I think $CIFR is the safer pick due to: insulation from hardware obsolescence risk, the way they finance their projects, and long-term contracts. \n\nBut I believe the ceiling of $IREN is unmatched.", "reply_text": null, "parent_text": "@Kaizen_Investor $IREN is my bet right now, once $CIFR has more sites closer to being finished that’s when it’ll become more interesting. Love $IREN tho 👀", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": 0.030704407594301708, "ret_signed_m1d": 0.030704407594301708, "alpha_spy_m1d": 0.03907210470360167, "alpha_c_m1d": 0.049514151328629796, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.018809743734328088, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007826674493570773, "ret_signed_p1d": -0.007826674493570773, "alpha_spy_p1d": -0.0022722289143636276, "alpha_c_p1d": 0.006158327510811024, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.013985002004381797, "ret_p1w": -0.034316657066766565, "ret_signed_p1w": -0.034316657066766565, "alpha_spy_p1w": -0.022746208530192935, "alpha_c_p1w": -0.01215037594590429, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.022166281120862275, "ret_p1m": -0.13606262166380512, "ret_signed_p1m": -0.13606262166380512, "alpha_spy_p1m": -0.06926861213681468, "alpha_c_p1m": -0.06372326206486978, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.07233935959893534, "ret_p3m": 0.32269708043613865, "ret_signed_p3m": 0.32269708043613865, "alpha_spy_p3m": 0.24403253040633754, "alpha_c_p3m": 0.05974838876054811, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.26294869167559054, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13606262166380512, "alpha_spy_stated": -0.06926861213681468, "alpha_c_stated": -0.06372326206486978, "price_path": [0.2252, 0.1854, 0.062, 0.1216, 0.1939, 0.1607, 0.1728, 0.1776, 0.1126, 0.1367, 0.0265, -0.1126, -0.0975, -0.1337, -0.0879, -0.0241, -0.0163, -0.0421, -0.0235, -0.0235, -0.0855, -0.0921, -0.1216, -0.1114, -0.1114, -0.0247, 0.0933, 0.056, -0.0319, -0.0036, 0.0012, 0.0644, 0.0987, 0.0915, 0.0548, 0.1318, 0.1318, 0.0789, 0.0668, 0.047, 0.0578, -0.0072, 0.1288, 0.1421, 0.0656, -0.0391, -0.0482, -0.0211, -0.1421, -0.2354, -0.1132, 0.009, 0.0295, -0.0199, -0.0307, -0.0114, -0.0114, -0.0584, -0.0716, -0.0488, -0.118, -0.0837, 0.0307, 0.0, -0.0078, -0.0608, -0.0512, -0.1144, -0.0343, -0.0879, -0.18, -0.1385, -0.1595, -0.1505, -0.1746, -0.1523, -0.0885, -0.0915, -0.1168, -0.1186, -0.1565, -0.1036, -0.1042, -0.0439, -0.1361, -0.1725, -0.2766, -0.2252, -0.239, -0.2282, -0.2282, -0.1963, -0.1565, -0.0716, -0.0151, -0.0048, 0.0692, 0.1108, 0.0837, 0.0439, 0.1662, 0.1613, 0.0861, 0.1704, 0.1252, 0.0957, 0.0933, 0.0391, 0.0187, 0.068, 0.0259, 0.0771, 0.3305, 0.3191, 0.2453, 0.2372, 0.221, 0.2077, 0.2787, 0.342, 0.224, 0.1511, 0.1318, 0.1728, 0.2956, 0.3227, 0.3227, 0.3859, 0.5148, 0.4804, 0.4238, 0.4455, 0.5828, 0.5798, 0.5382, 0.3516, 0.4624, 0.3868, 0.2655, 0.3624, 0.475, 0.5671, 0.578, 0.5864, 0.7568, 0.7568, 0.6942, 0.6641, 0.5786, 0.5461, 0.5617, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2026689664854229074", "ticker_idx": 1, "ts": "2026-02-25T16:04:04+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the ceiling of $IREN is unmatched", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long both CIFR (safer, lower risk) and IREN (higher ceiling/upside 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": "reply_other", "lang": "en", "tweet_text": "@LandoInvests I think $CIFR is the safer pick due to: insulation from hardware obsolescence risk, the way they finance their projects, and long-term contracts. \n\nBut I believe the ceiling of $IREN is unmatched.", "reply_text": null, "parent_text": "@Kaizen_Investor $IREN is my bet right now, once $CIFR has more sites closer to being finished that’s when it’ll become more interesting. Love $IREN tho 👀", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": 0.032250784079291606, "ret_signed_m1d": 0.032250784079291606, "alpha_spy_m1d": 0.04061848118859157, "alpha_c_m1d": 0.04940908261521526, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.017158298535923655, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0047695413352739635, "ret_signed_p1d": 0.0047695413352739635, "alpha_spy_p1d": 0.01032398691448111, "alpha_c_p1d": -0.007376164706030197, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": 0.01214570604130416, "ret_p1w": -0.004315208539099946, "ret_signed_p1w": -0.004315208539099946, "alpha_spy_p1w": 0.007255239997473684, "alpha_c_p1w": 0.0028180533683942466, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.007133261907494193, "ret_p1m": -0.14944352029942298, "ret_signed_p1m": -0.14944352029942298, "alpha_spy_p1m": -0.08264951077243254, "alpha_c_p1m": -0.09993766935708337, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.04950585094233961, "ret_p3m": 0.29071095631682, "ret_signed_p3m": 0.29071095631682, "alpha_spy_p3m": 0.21204640628701887, "alpha_c_p3m": 0.2842141622826455, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.006496794034174469, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14944352029942298, "alpha_spy_stated": -0.08264951077243254, "alpha_c_stated": -0.09993766935708337, "price_path": [0.0859, 0.1013, -0.0661, -0.0016, 0.055, 0.0154, 0.0525, 0.0638, -0.0025, -0.002, -0.0886, -0.1942, -0.169, -0.2328, -0.1869, -0.0933, -0.0452, -0.0445, -0.0466, -0.0466, -0.0847, -0.1049, -0.1301, -0.1422, -0.1422, -0.0302, 0.0956, 0.0427, -0.0092, 0.0375, 0.0454, 0.1431, 0.2035, 0.201, 0.1785, 0.3132, 0.3132, 0.2323, 0.2146, 0.1869, 0.2873, 0.1892, 0.3625, 0.4295, 0.3591, 0.2205, 0.2055, 0.2353, 0.0207, -0.0963, -0.05, 0.0481, -0.025, -0.0309, -0.0908, -0.0411, -0.0411, -0.0695, -0.0443, -0.0168, -0.092, -0.0379, 0.0323, 0.0, 0.0048, -0.07, -0.06, -0.1176, -0.0043, -0.0887, -0.1665, -0.1179, -0.1342, -0.0466, -0.0604, -0.0556, 0.0207, -0.0243, -0.0413, -0.0538, -0.0622, -0.0425, -0.0661, -0.0591, -0.1494, -0.203, -0.2819, -0.2214, -0.2258, -0.2103, -0.2103, -0.2021, -0.1883, -0.1635, -0.1583, -0.107, -0.0218, 0.0759, 0.1088, 0.0834, 0.0929, 0.1065, 0.0259, 0.099, 0.1815, 0.1501, 0.0983, 0.0093, -0.0266, 0.0336, 0.037, 0.1238, 0.2432, 0.385, 0.2912, 0.39, 0.2526, 0.2846, 0.253, 0.3264, 0.2024, 0.146, 0.0843, 0.1971, 0.3186, 0.2907, 0.2907, 0.3577, 0.5408, 0.4547, 0.4431, 0.4838, 0.5126, 0.4872, 0.405, 0.2344, 0.3443, 0.2269, 0.1701, 0.288, 0.3575, 0.382, 0.3441, 0.3198, 0.3618, 0.3618, 0.2916, 0.2428, 0.1424, 0.0843, 0.0722, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1975886159927705877", "ticker_idx": 0, "ts": "2025-10-08T11:29:05+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Heb zowel $PL als $RKLB in portefeuille", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL and RKLB; bullish on space economy via AI data, defense, and ecology tailwinds.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "nl", "tweet_text": "@JasperDLT In tegenstelling tot de quantum sector, zie ik hier wel enorm potentieel. Ze groeien mee op de AI golf (leveren enorm veel data), defensie golf en de ecologie golf. Heb zowel $PL als $RKLB in portefeuille.", "reply_text": null, "parent_text": "De “Space Economy” is de afgelopen zes maanden helemaal hot:\n\n- $ASTS | AST SpaceMobile: +250%\n- $RKLB | Rocket Lab: +251%\n- $BKSY | BlackSky: +325%\n- $PL | Planet Labs: +380%\n\nEen enorme groeisector, of een symptoom van het laatste staartje van de bullmarkt? 🧐 https://t.co/F5DKKHGmco", "quoted_text": null, "parent_author": "JasperDLT", "ret_m1d": 0.0051282001121668586, "ret_signed_m1d": 0.0051282001121668586, "alpha_spy_m1d": 0.011055908131198833, "alpha_c_m1d": 0.013740473407857667, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.008612273295690809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0038461195176413554, "ret_signed_p1d": 0.0038461195176413554, "alpha_spy_p1d": 0.006743094242574577, "alpha_c_p1d": 0.018628586362446797, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": -0.03269232156478874, "ret_signed_p1w": -0.03269232156478874, "alpha_spy_p1w": -0.02089633346244435, "alpha_c_p1w": -0.013475213592238244, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": -0.20128206836793194, "ret_signed_p1m": -0.20128206836793194, "alpha_spy_p1m": -0.19712229572275708, "alpha_c_p1m": -0.1820006586925833, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": 0.3711537734996655, "ret_signed_p3m": 0.3711537734996655, "alpha_spy_p3m": 0.3464295579781309, "alpha_c_p3m": 0.34025532141971815, "bench_spy_p3m": 0.024724215521534587, "bench_c_p3m": 0.030898452079947347, "ret_p6m": 1.3000000122265933, "ret_signed_p6m": 1.3000000122265933, "alpha_spy_p6m": 1.320124048385475, "alpha_c_p6m": 1.2408530307018575, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": 0.05914698152473585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20128206836793194, "alpha_spy_stated": -0.19712229572275708, "alpha_c_stated": -0.1820006586925833, "price_path": [-0.6064, -0.6026, -0.5878, -0.5865, -0.575, -0.5647, -0.5494, -0.5769, -0.5603, -0.5615, -0.5737, -0.5923, -0.6032, -0.5974, -0.5994, -0.6038, -0.5808, -0.5904, -0.5949, -0.5981, -0.5897, -0.5885, -0.5737, -0.5679, -0.5628, -0.5654, -0.5615, -0.591, -0.5878, -0.5846, -0.5641, -0.5474, -0.5526, -0.5462, -0.5378, -0.5455, -0.5455, -0.5737, -0.5872, -0.5859, -0.5814, -0.3808, -0.4218, -0.425, -0.3801, -0.3731, -0.3679, -0.375, -0.3442, -0.3199, -0.2878, -0.2878, -0.2276, -0.2353, -0.2333, -0.2179, -0.1801, -0.1679, -0.1173, -0.0481, -0.0186, -0.0231, 0.0051, 0.0, 0.0038, -0.0577, -0.0224, -0.0526, -0.0327, -0.1519, -0.1596, -0.1308, -0.1724, -0.1987, -0.1699, -0.1276, -0.1468, -0.1769, -0.1731, -0.1756, -0.1378, -0.1545, -0.1859, -0.1506, -0.2013, -0.1788, -0.1417, -0.2006, -0.2026, -0.2686, -0.2692, -0.2814, -0.266, -0.2442, -0.2801, -0.2846, -0.2603, -0.2481, -0.2487, -0.2487, -0.2372, -0.25, -0.2455, -0.2301, -0.1705, -0.1814, -0.1699, -0.1769, -0.1705, 0.1199, 0.1692, 0.1571, 0.1462, 0.0558, 0.1212, 0.2295, 0.3205, 0.3288, 0.3026, 0.3026, 0.241, 0.2737, 0.2654, 0.2641, 0.2641, 0.3083, 0.3712, 0.4, 0.4494, 0.4385, 0.4558, 0.6308, 0.6231, 0.7135, 0.8128, 0.8449, 0.8449, 0.7949, 0.691, 0.6705, 0.7269, 0.6583, 0.7994, 0.7872, 0.6891, 0.6006, 0.4647, 0.5353, 0.3955, 0.3096, 0.4269, 0.5397, 0.4609, 0.3878, 0.3654, 0.4372, 0.4372, 0.4237, 0.5218, 0.6096, 0.5321, 0.5244, 0.584, 0.5788, 0.641, 0.5474, 0.6897, 0.6218, 0.6667, 0.5763, 0.6205, 0.6551, 0.6282, 0.6308, 0.6006, 0.5891, 0.5769, 0.7359, 0.5904, 0.7282, 1.1686, 1.1679, 1.0404, 1.2673, 1.0769, 0.9782, 0.7878, 0.7917, 0.9686, 1.3]}
{"unit_id": "reply:1975886159927705877", "ticker_idx": 1, "ts": "2025-10-08T11:29:05+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Heb zowel $PL als $RKLB in portefeuille", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL and RKLB; bullish on space economy via AI data, defense, and ecology tailwinds.", "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": "nl", "tweet_text": "@JasperDLT In tegenstelling tot de quantum sector, zie ik hier wel enorm potentieel. Ze groeien mee op de AI golf (leveren enorm veel data), defensie golf en de ecologie golf. Heb zowel $PL als $RKLB in portefeuille.", "reply_text": null, "parent_text": "De “Space Economy” is de afgelopen zes maanden helemaal hot:\n\n- $ASTS | AST SpaceMobile: +250%\n- $RKLB | Rocket Lab: +251%\n- $BKSY | BlackSky: +325%\n- $PL | Planet Labs: +380%\n\nEen enorme groeisector, of een symptoom van het laatste staartje van de bullmarkt? 🧐 https://t.co/F5DKKHGmco", "quoted_text": null, "parent_author": "JasperDLT", "ret_m1d": -0.05818403581551701, "ret_signed_m1d": -0.05818403581551701, "alpha_spy_m1d": -0.052256327796485036, "alpha_c_m1d": -0.0495717625198262, "bench_spy_m1d": -0.005927708019031974, "bench_c_m1d": -0.008612273295690809, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01699587585125406, "ret_signed_p1d": 0.01699587585125406, "alpha_spy_p1d": 0.019892850576187282, "alpha_c_p1d": 0.0317783426960595, "bench_spy_p1d": -0.002896974724933221, "bench_c_p1d": -0.014782466844805442, "ret_p1w": 0.060633888110620315, "ret_signed_p1w": 0.060633888110620315, "alpha_spy_p1w": 0.0724298762129647, "alpha_c_p1w": 0.07985099608317081, "bench_spy_p1w": -0.01179598810234439, "bench_c_p1w": -0.019217107972550496, "ret_p1m": -0.24039193898540145, "ret_signed_p1m": -0.24039193898540145, "alpha_spy_p1m": -0.2362321663402266, "alpha_c_p1m": -0.22111052931005282, "bench_spy_p1m": -0.004159772645174864, "bench_c_p1m": -0.019281409675348637, "ret_p3m": 0.1964477462970975, "ret_signed_p3m": 0.1964477462970975, "alpha_spy_p3m": 0.1717235307755629, "alpha_c_p3m": 0.16554929421715014, "bench_spy_p3m": 0.024724215521534587, "bench_c_p3m": 0.030898452079947347, "ret_p6m": 0.03705414008274466, "ret_signed_p6m": 0.03705414008274466, "alpha_spy_p6m": 0.057178176241626466, "alpha_c_p6m": -0.022092841441991196, "bench_spy_p6m": -0.02012403615888181, "bench_c_p6m": 0.05914698152473585, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24039193898540145, "alpha_spy_stated": -0.2362321663402266, "alpha_c_stated": -0.22111052931005282, "price_path": [-0.4024, -0.3384, -0.3171, -0.2698, -0.2141, -0.2131, -0.2774, -0.2822, -0.2474, -0.2631, -0.2738, -0.3093, -0.3295, -0.2889, -0.2969, -0.3139, -0.318, -0.3148, -0.3248, -0.3231, -0.3157, -0.3107, -0.335, -0.3416, -0.3445, -0.3222, -0.3114, -0.3734, -0.377, -0.3641, -0.3205, -0.277, -0.2631, -0.2918, -0.2664, -0.2559, -0.2559, -0.245, -0.3335, -0.3418, -0.2981, -0.2692, -0.2799, -0.2931, -0.2585, -0.1833, -0.1726, -0.2766, -0.2638, -0.2776, -0.2683, -0.2373, -0.1899, -0.2545, -0.286, -0.2917, -0.2802, -0.2664, -0.2655, -0.1966, -0.1401, -0.1043, -0.0582, 0.0, 0.017, -0.0161, 0.0017, 0.0416, 0.0606, 0.0259, 0.0147, 0.0312, 0.0014, -0.0727, -0.0266, -0.0115, 0.0047, -0.0239, 0.013, -0.0672, -0.0357, -0.0608, -0.1338, -0.1361, -0.2404, -0.2093, -0.2053, -0.2154, -0.2349, -0.3072, -0.3027, -0.3369, -0.345, -0.3321, -0.3955, -0.3829, -0.35, -0.3477, -0.358, -0.358, -0.3548, -0.3819, -0.3584, -0.3153, -0.2441, -0.2489, -0.2105, -0.1819, -0.1193, -0.0273, -0.0585, -0.1516, -0.1504, -0.1738, -0.0825, 0.0798, 0.1874, 0.1817, 0.1817, 0.1817, 0.0818, 0.0736, 0.0787, 0.0681, 0.0681, 0.1635, 0.1964, 0.3173, 0.2874, 0.2721, 0.2992, 0.3459, 0.3257, 0.4056, 0.3897, 0.4745, 0.4745, 0.3652, 0.3447, 0.3471, 0.3612, 0.2323, 0.3321, 0.3561, 0.3119, 0.226, 0.1354, 0.2444, 0.1194, 0.0155, 0.1073, 0.1612, 0.1029, 0.066, 0.0107, 0.0326, 0.0326, 0.0701, 0.1395, 0.1726, 0.085, 0.075, 0.0714, 0.0749, 0.1124, 0.058, 0.0867, 0.0738, 0.1011, 0.0718, 0.0735, 0.0945, 0.0554, 0.1018, 0.0469, 0.0475, 0.0919, 0.2033, 0.0638, 0.1014, 0.0294, 0.0412, 0.0116, 0.1159, 0.0096, -0.0671, -0.1214, -0.0167, 0.0032, 0.0371]}
{"unit_id": "orig:2002116644945211545", "ticker_idx": 0, "ts": "2025-12-19T20:39:40+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Project Suncatcher, $GOOGL plans to deploy its TPUs directly into space", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL and PL: Google's Project Suncatcher space-based TPU swarm selects Planet Labs as strategic partner for mass production, bus architecture, and constellation management expertise.", "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": "With Project Suncatcher, $GOOGL plans to deploy its TPUs directly into space. To execute this vision, they have selected $PL as their strategic partner. I conducted a deep dive into the technical and strategic reasons behind this choice.\n\nThe choice is a strategic move that favors scalability and speed over traditional aerospace heritage. Rather than building a single, massive space station to house servers, $GOOGL aims to deploy a distributed supercomputer consisting of a swarm of smaller satellites connected by lasers. For this specific approach, Planet Labs is the ideal partner for three main reasons:\n\n1. Mass Production Capability:\nPlanet Labs is effectively the \"Henry Ford\" of the satellite industry. While legacy aerospace companies often take years to hand-craft a single satellite, Planet has perfected the art of manufacturing satellites on an assembly line. This allows Google to deploy hardware rapidly and iteratively, replacing older units with newer chips at a pace that matches the fast-moving AI industry.\n\n2. The Perfect \"Bus\" Architecture\nThe partnership functions like an automotive collaboration: Planet builds the vehicle, and Google supplies the engine. Planet provides the satellite \"bus\" (likely their mid-sized Pelican platform), which handles essential functions like solar power generation, propulsion, and orbital stability. This allows Google to focus entirely on integrating their custom payload: the radiation-shielded TPU chips, thermal cooling systems, and optical laser terminals.\n\n3. Constellation Management Expertise:\nProject Suncatcher relies on satellites flying in tight formations to maintain high-speed laser connections (the \"internal network\"). Planet Labs already operates the largest fleet of satellites in history. 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{"unit_id": "orig:2002116644945211545", "ticker_idx": 1, "ts": "2025-12-19T20:39:40+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet Labs is the ideal partner for three main reasons", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL and PL: Google's Project Suncatcher space-based TPU swarm selects Planet Labs as strategic partner for mass production, bus architecture, and constellation management expertise.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "With Project Suncatcher, $GOOGL plans to deploy its TPUs directly into space. 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{"unit_id": "reply:2023037608243433689", "ticker_idx": 0, "ts": "2026-02-15T14:12:06+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL, space is the future. Working together with $GOOGL on one of the most interesting projects of the future: project suncatcher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PL and GOOGL as largest holding; bullish on space/Project Suncatcher collaboration.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz $PL, space is the future. Working together with $GOOGL on one of the most interesting projects of the future: project suncatcher.", "reply_text": null, "parent_text": "What stock/ETF is your largest holding and why?\n\nMine is $NBIS, and you probably know the reasons.", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": 0.009455245406475576, "ret_signed_m1d": 0.009455245406475576, "alpha_spy_m1d": 0.011066129291733007, "alpha_c_m1d": 0.014652808709176401, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06888792209429462, "ret_signed_p1d": 0.06888792209429462, "alpha_spy_p1d": 0.06385021454371786, "alpha_c_p1d": 0.06911632961115355, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1125619136899374, "ret_signed_p1w": 0.1125619136899374, "alpha_spy_p1w": 0.1059719096526186, "alpha_c_p1w": 0.10170970921132771, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.11706440741311996, "ret_signed_p1m": 0.11706440741311996, "alpha_spy_p1m": 0.1484329272716871, "alpha_c_p1m": 0.17360994304057475, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.8739306910184401, "ret_signed_p3m": 0.8739306910184401, "alpha_spy_p3m": 0.7884965157129027, "alpha_c_p3m": 0.8921988240958262, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11706440741311996, "alpha_spy_stated": 0.1484329272716871, "alpha_c_stated": 0.17360994304057475, "price_path": [-0.4944, -0.4975, -0.4804, -0.4719, -0.4723, -0.4723, -0.4642, -0.4732, -0.4701, -0.4593, -0.4174, -0.425, -0.4169, -0.4219, -0.4174, -0.2134, -0.1787, -0.1873, -0.195, -0.2584, -0.2125, -0.1364, -0.0725, -0.0666, -0.0851, -0.0851, -0.1283, -0.1054, -0.1112, -0.1121, -0.1121, -0.081, -0.0369, -0.0167, 0.018, 0.0104, 0.0225, 0.1454, 0.14, 0.2035, 0.2733, 0.2958, 0.2958, 0.2607, 0.1878, 0.1733, 0.213, 0.1648, 0.2638, 0.2553, 0.1864, 0.1243, 0.0288, 0.0783, -0.0198, -0.0801, 0.0023, 0.0815, 0.0261, -0.0252, -0.041, 0.0095, 0.0095, 0.0, 0.0689, 0.1306, 0.0761, 0.0707, 0.1126, 0.109, 0.1526, 0.0869, 0.1869, 0.1391, 0.1706, 0.1072, 0.1382, 0.1625, 0.1436, 0.1454, 0.1243, 0.1162, 0.1076, 0.2193, 0.1171, 0.2139, 0.5232, 0.5227, 0.4331, 0.5925, 0.4588, 0.3895, 0.2557, 0.2584, 0.3827, 0.6155, 0.6155, 0.5768, 0.5835, 0.6457, 0.5412, 0.561, 0.5452, 0.5277, 0.5493, 0.796, 0.7326, 0.6884, 0.7123, 0.7771, 0.724, 0.5957, 0.5961, 0.5772, 0.5344, 0.6646, 0.6614, 0.7353, 0.6718, 0.787, 0.5867, 0.7578, 0.8838, 0.8316, 0.8343, 0.9379, 0.8739, 0.8735, 0.8726, 0.9208, 0.9127, 0.9968, 0.9968, 1.1756, 1.2729, 1.3143, 1.3026, 1.0919, 1.1652, 0.9419, 0.9599, 0.4507, 0.4741, 0.4034, 0.3832, 0.5385, 0.4025, 0.3769, 0.2701, 0.2706, 0.271, 0.271, 0.2954, 0.2846, 0.1842, 0.1936, 0.2188, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2023037608243433689", "ticker_idx": 1, "ts": "2026-02-15T14:12:06+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Working together with $GOOGL on one of the most interesting projects of the future: project suncatcher", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long PL and GOOGL as largest holding; bullish on space/Project Suncatcher collaboration.", "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": "@CaesarCapitalz $PL, space is the future. Working together with $GOOGL on one of the most interesting projects of the future: project suncatcher.", "reply_text": null, "parent_text": "What stock/ETF is your largest holding and why?\n\nMine is $NBIS, and you probably know the reasons.", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": 0.012250947896668585, "ret_signed_m1d": 0.012250947896668585, "alpha_spy_m1d": 0.013861831781926015, "alpha_c_m1d": 0.010677513759446366, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": 0.0015734341372222183, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004337534684544453, "ret_signed_p1d": 0.004337534684544453, "alpha_spy_p1d": -0.0007001728660323003, "alpha_c_p1d": 0.0026766987192623493, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": 0.0016608359652821036, "ret_p1w": 0.029402173775575413, "ret_signed_p1w": 0.029402173775575413, "alpha_spy_p1w": 0.022812169738256616, "alpha_c_p1w": 0.0140175067929742, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.015384666982601214, "ret_p1m": 0.019490829621423122, "ret_signed_p1m": 0.019490829621423122, "alpha_spy_p1m": 0.05085934947999027, "alpha_c_p1m": 0.025959302749050228, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.006468473127627106, "ret_p3m": 0.31467903042628165, "ret_signed_p3m": 0.31467903042628165, "alpha_spy_p3m": 0.22924485512074422, "alpha_c_p3m": 0.2967556857870557, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": 0.017923344639225958, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.019490829621423122, "alpha_spy_stated": 0.05085934947999027, "alpha_c_stated": 0.025959302749050228, "price_path": [-0.0422, -0.0085, 0.0541, 0.0702, 0.0587, 0.0587, 0.0594, 0.0419, 0.045, 0.0576, 0.051, 0.063, 0.0387, 0.0499, 0.0602, 0.0345, 0.0241, 0.0205, 0.0151, -0.0175, 0.0015, 0.017, 0.0257, 0.0408, 0.04, 0.04, 0.038, 0.0382, 0.0392, 0.0364, 0.0364, 0.0435, 0.0481, 0.0408, 0.0661, 0.0775, 0.0879, 0.0988, 0.1124, 0.112, 0.1018, 0.0926, 0.0926, 0.0662, 0.0873, 0.0944, 0.0858, 0.1034, 0.1077, 0.1125, 0.12, 0.1191, 0.138, 0.1248, 0.1027, 0.0968, 0.069, 0.0738, 0.0548, 0.0296, 0.0231, 0.0123, 0.0123, 0.0, 0.0043, 0.0027, 0.0429, 0.0314, 0.0294, 0.036, 0.0177, 0.0322, 0.0149, 0.0052, 0.0037, -0.0038, -0.0116, 0.0151, 0.0173, 0.0228, 0.0058, 0.0016, 0.0124, 0.0302, 0.0195, 0.0176, -0.0027, 0.0008, -0.0377, -0.036, -0.0692, -0.091, -0.0938, -0.0472, -0.0146, -0.02, -0.02, -0.006, 0.0121, 0.0514, 0.0553, 0.0511, 0.0646, 0.1031, 0.117, 0.1134, 0.1321, 0.118, 0.101, 0.1243, 0.1229, 0.1411, 0.1608, 0.159, 0.1595, 0.275, 0.2779, 0.2698, 0.287, 0.3189, 0.3187, 0.328, 0.2877, 0.2834, 0.334, 0.3289, 0.3147, 0.3152, 0.2845, 0.2886, 0.2845, 0.2689, 0.2689, 0.2885, 0.2883, 0.2926, 0.2602, 0.2471, 0.1989, 0.1895, 0.2332, 0.2211, 0.2045, 0.2076, 0.1815, 0.1861, 0.1925, 0.2245, 0.2375, 0.2061, 0.2201, 0.2201, 0.1593, 0.1475, 0.1448, 0.1395, 0.1186, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1978464868211585024", "ticker_idx": 0, "ts": "2025-10-15T14:15:57+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This Energy Storage wave is unstoppable at the moment. We are on our way to go back to the 2021 all-time high market cap. Blink and you'll miss the opportunity.", "tweet_type": "prediction", "timeline": "months", "summary": "Long AMPX, EOSE, ENVX, FLNC; energy storage wave unstoppable, heading back to 2021 all-time high market cap.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "This Energy Storage wave is unstoppable at the moment. \n\nSince this tweet 12days ago:\n$AMPX: +25%\n$EOSE: +35%\n$ENVX: +17%\n$FLNC: +57%\n\nWe are on our way to go back to the 2021 all-time high market cap. \n\nBlink and you'll miss the opportunity.", "reply_text": null, "parent_text": null, "quoted_text": "The Energy Storage wave has a strong mix of established players, with new innovators including $AMPX, $EOSE, $ENVX, and $FLNC,...\n\nEstablished players of the wave peaked in 2021. 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{"unit_id": "quote:1978464868211585024", "ticker_idx": 3, "ts": "2025-10-15T14:15:57+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This Energy Storage wave is unstoppable at the moment. We are on our way to go back to the 2021 all-time high market cap. Blink and you'll miss the opportunity.", "tweet_type": "prediction", "timeline": "months", "summary": "Long AMPX, EOSE, ENVX, FLNC; energy storage wave unstoppable, heading back to 2021 all-time high market cap.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "This Energy Storage wave is unstoppable at the moment. \n\nSince this tweet 12days ago:\n$AMPX: +25%\n$EOSE: +35%\n$ENVX: +17%\n$FLNC: +57%\n\nWe are on our way to go back to the 2021 all-time high market cap. \n\nBlink and you'll miss the opportunity.", "reply_text": null, "parent_text": null, "quoted_text": "The Energy Storage wave has a strong mix of established players, with new innovators including $AMPX, $EOSE, $ENVX, and $FLNC,...\n\nEstablished players of the wave peaked in 2021. New disruptors are cushioning the decline, but are still too small to restart the wave. https://t.co/iSK5DWCym1", "parent_author": null, "ret_m1d": -0.1394589410745828, "ret_signed_m1d": -0.1394589410745828, "alpha_spy_m1d": -0.13503903347695467, "alpha_c_m1d": -0.13503903347695467, "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": -0.08675375765018922, "ret_signed_p1d": -0.08675375765018922, "alpha_spy_p1d": -0.07994343804996729, "alpha_c_p1d": -0.07994343804996729, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.006810319600221937, "ret_p1w": -0.2901119455266937, "ret_signed_p1w": -0.2901119455266937, "alpha_spy_p1w": -0.29406583519433516, "alpha_c_p1w": -0.29406583519433516, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.00395388966764143, "ret_p1m": -0.24207091440194972, "ret_signed_p1m": -0.24207091440194972, "alpha_spy_p1m": -0.25239917439721093, "alpha_c_p1m": -0.25239917439721093, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.010328259995261213, "ret_p3m": 0.08582090050161306, "ret_signed_p3m": 0.08582090050161306, "alpha_spy_p3m": 0.037646562981211495, "alpha_c_p3m": 0.037646562981211495, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.04817433752040157, "ret_p6m": -0.36753730961542996, "ret_signed_p6m": -0.36753730961542996, "alpha_spy_p6m": -0.39551716676062654, "alpha_c_p6m": -0.39551716676062654, "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": -0.24207091440194972, "alpha_spy_stated": -0.25239917439721093, "alpha_c_stated": -0.25239917439721093, "price_path": [-0.5821, -0.5555, -0.5238, -0.5597, -0.5634, -0.5625, -0.5877, -0.6059, -0.6175, -0.6213, -0.6371, -0.6045, -0.6012, -0.6059, -0.577, -0.5714, -0.5737, -0.6563, -0.6479, -0.6472, -0.6292, -0.6241, -0.6353, -0.6511, -0.681, -0.6483, -0.6516, -0.6465, -0.6604, -0.6385, -0.6549, -0.6549, -0.6768, -0.6852, -0.6852, -0.6479, -0.6637, -0.6838, -0.6847, -0.6763, -0.6735, -0.6553, -0.6502, -0.653, -0.6306, -0.5634, -0.5056, -0.5238, -0.4785, -0.4529, -0.4445, -0.4683, -0.4963, -0.3727, -0.3913, -0.3568, -0.2882, -0.3549, -0.3022, -0.305, -0.3895, -0.2589, -0.1395, 0.0, -0.0868, -0.1453, -0.1395, -0.2416, -0.2901, -0.2523, -0.0896, -0.1259, -0.1558, -0.0541, -0.0452, -0.0205, -0.0294, -0.1054, -0.0336, -0.0756, -0.0303, 0.0163, -0.0331, -0.104, -0.2421, -0.1646, -0.1964, -0.2062, -0.216, -0.2766, -0.2817, -0.2631, -0.2178, -0.1143, -0.1143, -0.084, -0.0956, -0.069, -0.0742, 0.0886, 0.1175, 0.0662, 0.1166, 0.1105, 0.2029, 0.035, 0.0037, -0.0061, -0.1339, -0.0993, -0.069, -0.0462, -0.0826, -0.0751, -0.0751, -0.0574, -0.0686, -0.0737, -0.0774, -0.0774, 0.0732, 0.0378, 0.0182, -0.041, -0.0121, 0.0821, 0.0858, 0.111, 0.0564, 0.1894, 0.2631, 0.2631, 0.1898, 0.2285, 0.2719, 0.2565, 0.2649, 0.3265, 0.4454, 0.4725, 0.4352, 0.4408, 0.5033, 0.3521, -0.1161, -0.0933, -0.0951, -0.1143, -0.1828, -0.1866, -0.139, -0.139, -0.1707, -0.187, -0.2276, -0.2281, -0.2505, -0.2309, -0.2383, -0.2444, -0.2752, -0.2948, -0.3041, -0.2631, -0.2649, -0.3106, -0.2677, -0.2127, -0.202, -0.2341, -0.236, -0.2174, -0.2304, -0.2542, -0.2523, -0.2943, -0.2836, -0.2467, -0.2374, -0.3022, -0.34, -0.3937, -0.3582, -0.3927, -0.3797, -0.3797, -0.3843, -0.382, -0.3881, -0.3675]}
{"unit_id": "orig:1998791586793328795", "ticker_idx": 0, "ts": "2025-12-10T16:27:04+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "one of my favourite companies and my third biggest holding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long Planet Labs as third-biggest holding; watching Owl fleet, NGA contract ramps, and narrowing losses into tonight's earnings.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL to report earnings tonight. They are one of my favourite companies and my third biggest holding. \n\nFocus is on the new \"Owl\" fleet (1m resolution + onboard AI), NGA contract ramps, and narrowing losses. Will the Owl fleet widen the moat?\n\nEPS est. $-0.04\nRevenue est. $72.02M https://t.co/IyJChwAH0j", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.007727931301250268, "ret_signed_m1d": -0.007727931301250268, "alpha_spy_m1d": -0.0011393927858988073, "alpha_c_m1d": 0.0102139380873848, "bench_spy_m1d": -0.006588538515351461, "bench_c_m1d": -0.017941869388635068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.35007727046904646, "ret_signed_p1d": 0.35007727046904646, "alpha_spy_p1d": 0.34775032443758236, "alpha_c_p1d": 0.3393763555091578, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.010700914959888674, "ret_p1w": 0.2727975152582367, "ret_signed_p1w": 0.2727975152582367, "alpha_spy_p1w": 0.29631517240899075, "alpha_c_p1w": 0.28900925643965725, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.016211741181420547, "ret_p1m": 0.7341577482024086, "ret_signed_p1m": 0.7341577482024086, "alpha_spy_p1m": 0.7283730523791327, "alpha_c_p1m": 0.7043064778817609, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.029851270320647716, "ret_p3m": 0.9953632559591934, "ret_signed_p3m": 0.9953632559591934, "alpha_spy_p3m": 1.0059742301080563, "alpha_c_p3m": 0.8962637570178145, "bench_spy_p3m": -0.010610974148862917, "bench_c_p3m": 0.09909949894137893, "ret_p6m": 2.363987649990902, "ret_signed_p6m": 2.363987649990902, "alpha_spy_p6m": 2.256608282782743, "alpha_c_p6m": 2.228142208373754, "bench_spy_p6m": 0.10737936720815888, "bench_c_p6m": 0.13584544161714818, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7341577482024086, "alpha_spy_stated": 0.7283730523791327, "alpha_c_stated": 0.7043064778817609, "price_path": [-0.2442, -0.238, -0.2465, -0.2094, -0.1801, -0.1414, -0.1414, -0.0688, -0.0781, -0.0757, -0.0572, -0.0116, 0.0031, 0.0641, 0.1476, 0.1832, 0.1777, 0.2117, 0.2056, 0.2102, 0.136, 0.1785, 0.1422, 0.1662, 0.0224, 0.0131, 0.0479, -0.0023, -0.034, 0.0008, 0.0518, 0.0286, -0.0077, -0.0031, -0.0062, 0.0394, 0.0193, -0.0185, 0.024, -0.0371, -0.01, 0.0348, -0.0363, -0.0386, -0.1182, -0.119, -0.1337, -0.1151, -0.0889, -0.1321, -0.1376, -0.1082, -0.0935, -0.0943, -0.0943, -0.0804, -0.0958, -0.0904, -0.0719, 0.0, -0.0131, 0.0008, -0.0077, 0.0, 0.3501, 0.4096, 0.3949, 0.3818, 0.2728, 0.3516, 0.4822, 0.592, 0.602, 0.5703, 0.5703, 0.4961, 0.5355, 0.5255, 0.524, 0.524, 0.5773, 0.653, 0.6878, 0.7473, 0.7342, 0.755, 0.966, 0.9567, 1.0657, 1.1855, 1.2241, 1.2241, 1.1638, 1.0386, 1.0139, 1.0819, 0.9992, 1.1692, 1.1546, 1.0363, 0.9297, 0.7658, 0.8509, 0.6824, 0.5788, 0.7202, 0.8563, 0.7612, 0.6731, 0.6461, 0.7326, 0.7326, 0.7164, 0.8346, 0.9405, 0.847, 0.8377, 0.9096, 0.9034, 0.9784, 0.8655, 1.0371, 0.9552, 1.0093, 0.9003, 0.9536, 0.9954, 0.9629, 0.966, 0.9297, 0.9158, 0.9011, 1.0927, 0.9173, 1.0835, 1.6144, 1.6136, 1.4598, 1.7334, 1.5039, 1.3849, 1.1553, 1.16, 1.3733, 1.7728, 1.7728, 1.7063, 1.7179, 1.8246, 1.6453, 1.6793, 1.6522, 1.6221, 1.6592, 2.0827, 1.9737, 1.898, 1.9389, 2.0502, 1.959, 1.7388, 1.7396, 1.7071, 1.6337, 1.857, 1.8516, 1.9784, 1.8694, 2.0672, 1.7233, 2.017, 2.2334, 2.1437, 2.1484, 2.3261, 2.2164, 2.2156, 2.2141, 2.2968, 2.2828, 2.4274, 2.4274, 2.7342, 2.9011, 2.9722, 2.9521, 2.5904, 2.7164, 2.3331, 2.364]}
{"unit_id": "reply:1996073060567560458", "ticker_idx": 0, "ts": "2025-12-03T04:24:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they will certainly bounce back though. Just an opportunity to buy more", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN after 39% drop; sees the dip as a buying opportunity.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@moninvestor Crazy, they will certainly bounce back though. Just an opportunity to buy more.", "reply_text": null, "parent_text": "$IREN announced its deal with Microsoft on November 3, 2025, when the stock was $67.75. The shares now trade at $41.12, down about 39% since the announcement. https://t.co/fuNFZmV5m4", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "orig:2026409516418441696", "ticker_idx": 0, "ts": "2026-02-24T21:30:52+00:00", "symbol": "MELI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wall Street loves this aggressive land-grab, trusting these upfront costs will build an unbeatable ecosystem in Latin America", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MELI: 45% revenue jump, record buyer growth, Mercado Pago booming, and market endorsing margin sacrifice for long-term Latin America dominance.", "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": "$MELI is prioritizing long-term dominance over short-term profits. Despite a slight earnings miss, the stock is up 2% as investors cheered a massive 45% revenue jump.\n\nThe strategy is working. Lowering free shipping thresholds in Brazil and expanding direct shipping from China is driving record buyer growth. Their fintech arm, Mercado Pago, is also booming. Credit and user deposits are surging while risky loans remain strictly controlled.\n\nManagement was upfront: they are intentionally shrinking current profit margins to invest heavily in logistics, cheaper shipping, and credit expansion. Wall Street loves this aggressive land-grab, trusting these upfront costs will build an unbeatable ecosystem in Latin America.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08759926745795199, "ret_signed_m1d": 0.08759926745795199, "alpha_spy_m1d": 0.09596696456725196, "alpha_c_m1d": 0.09058840941223278, "bench_spy_m1d": -0.008367697109299965, "bench_c_m1d": -0.002989141954280794, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015177804417902507, "ret_signed_p1d": -0.015177804417902507, "alpha_spy_p1d": -0.009623358838695362, "alpha_c_p1d": -0.014836249875678442, "bench_spy_p1d": -0.005554445579207146, "bench_c_p1d": -0.0003415545422240651, "ret_p1w": 0.0007467675062908796, "ret_signed_p1w": 0.0007467675062908796, "alpha_spy_p1w": 0.01231721604286451, "alpha_c_p1w": 0.006725051414852357, "bench_spy_p1w": -0.01157044853657363, "bench_c_p1w": -0.005978283908561477, "ret_p1m": -0.07734298823015961, "ret_signed_p1m": -0.07734298823015961, "alpha_spy_p1m": -0.010548978703169176, "alpha_c_p1m": -0.008666123817303695, "bench_spy_p1m": -0.06679400952699044, "bench_c_p1m": -0.06867686441285592, "ret_p3m": -0.05843148439204815, "ret_signed_p3m": -0.05843148439204815, "alpha_spy_p3m": -0.13709603442184926, "alpha_c_p3m": -0.07832571173431035, "bench_spy_p3m": 0.0786645500298011, "bench_c_p3m": 0.019894227342262205, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07734298823015961, "alpha_spy_stated": -0.010548978703169176, "alpha_c_stated": -0.008666123817303695, "price_path": [0.172, 0.1679, 0.197, 0.1992, 0.2104, 0.169, 0.1814, 0.1735, 0.1148, 0.1426, 0.1404, 0.1126, 0.0939, 0.084, 0.1113, 0.1301, 0.1278, 0.1286, 0.1304, 0.1304, 0.1346, 0.1399, 0.1432, 0.1395, 0.1395, 0.1165, 0.2155, 0.2372, 0.2234, 0.2331, 0.2323, 0.2162, 0.173, 0.1891, 0.1873, 0.1738, 0.1738, 0.1511, 0.1641, 0.2184, 0.2091, 0.2517, 0.2983, 0.2834, 0.2548, 0.215, 0.2147, 0.1879, 0.1613, 0.1511, 0.1145, 0.1515, 0.1457, 0.1417, 0.1354, 0.1248, 0.1248, 0.1176, 0.1365, 0.1295, 0.1296, 0.0547, 0.0876, 0.0, -0.0152, -0.0057, 0.0053, -0.0304, 0.0007, 0.0072, 0.0114, 0.001, -0.0145, -0.0009, -0.0496, -0.0553, -0.02, -0.0224, -0.0438, -0.057, -0.0746, -0.0575, -0.0881, -0.0725, -0.0773, -0.0951, -0.084, -0.0219, -0.0276, -0.0295, -0.0295, -0.0324, -0.0144, 0.0045, 0.0144, 0.0035, 0.0363, 0.0413, 0.0591, 0.0308, 0.0498, 0.0579, 0.0489, 0.0528, 0.0235, 0.0382, 0.0405, 0.0137, -0.0004, 0.0141, 0.0466, 0.0259, 0.0281, 0.0415, 0.0579, -0.0765, -0.119, -0.1069, -0.1164, -0.0907, -0.125, -0.1028, -0.0978, -0.0659, -0.0508, -0.0584, -0.0584, -0.0677, -0.0405, -0.0408, -0.0408, -0.0208, -0.0537, -0.0731, -0.0752, -0.0905, -0.0881, -0.0716, -0.1015, -0.0892, -0.1008, -0.0686, -0.053, -0.0769, -0.075, -0.075, -0.1008, -0.1041, -0.0612, -0.084, -0.0524, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016256950472765534", "ticker_idx": 0, "ts": "2026-01-27T21:08:11+00:00", "symbol": "TXN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TXN has officially turned the corner, signaling the end of the semiconductor slump... the inventory correction is fading and their manufacturing bet is creating a powerful competitive moat", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish TXN: 96% FCF surge confirms 300mm manufacturing strategy paying off, inventory correction fading, competitive moat building.", "resolved_tickers": ["TXN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$TXN reported a Q4 double miss. Despite the double miss the stock is up 5% as investors cheer the 96% surge in Free Cash Flow. \n\n$TXN has officially turned the corner, signaling the end of the semiconductor slump. Revenue is driven by their core Analog chips which manage power in everything from electric vehicles to factory robots. \n\nThe most critical signal for investors was the massive 96% jump in Free Cash Flow. This confirms that their aggressive strategy which is spending billions on new \"300mm\" manufacturing plants, is finally generating cash rather than just consuming it. \n\nWhile net income dipped slightly due to these heavy up-front costs and a one-off charge, the business model is proving its resilience. With stable future guidance, $TXN showed that the inventory correction is fading and their manufacturing bet is creating a powerful competitive moat.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0903918061058887, "ret_signed_m1d": -0.0903918061058887, "alpha_spy_m1d": -0.09049248082059147, "alpha_c_m1d": -0.06787781341961818, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012952828610276912, "ret_signed_p1d": 0.012952828610276912, "alpha_spy_p1d": 0.014937205765110706, "alpha_c_p1d": 0.01081667874005876, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": 0.03795652222657253, "ret_signed_p1w": 0.03795652222657253, "alpha_spy_p1w": 0.05122899662135738, "alpha_c_p1w": 0.12102786961758805, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": -0.009955590199895115, "ret_signed_p1m": -0.009955590199895115, "alpha_spy_p1m": -0.0011551554545363718, "alpha_c_p1m": 0.0011333737802363686, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.2548415294006501, "ret_signed_p3m": 0.2548415294006501, "alpha_spy_p3m": 0.22363280901156735, "alpha_c_p3m": 0.03971058868018229, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.2548415294006501, "alpha_spy_stated": 0.22363280901156735, "alpha_c_stated": 0.03971058868018229, "price_path": [-0.2531, -0.2531, -0.2628, -0.2433, -0.2535, -0.2573, -0.2572, -0.2611, -0.2455, -0.2495, -0.2629, -0.283, -0.2722, -0.2733, -0.2907, -0.2626, -0.254, -0.2517, -0.2351, -0.2351, -0.2216, -0.2221, -0.1892, -0.1553, -0.1668, -0.1556, -0.163, -0.1695, -0.1596, -0.1596, -0.17, -0.1767, -0.1786, -0.1928, -0.1849, -0.1845, -0.1728, -0.1808, -0.1806, -0.1806, -0.1818, -0.1873, -0.1885, -0.1974, -0.1974, -0.1788, -0.1804, -0.1113, -0.1409, -0.1282, -0.1196, -0.1254, -0.1279, -0.1051, -0.1251, -0.1138, -0.1138, -0.123, -0.1007, -0.098, -0.1058, -0.0906, -0.0904, 0.0, 0.013, 0.0036, 0.0477, 0.0486, 0.038, 0.0429, 0.0311, 0.0186, 0.0286, 0.0549, 0.0383, 0.053, 0.053, 0.0509, 0.0398, 0.0153, 0.0231, 0.0237, -0.0066, -0.004, -0.01, -0.0124, -0.023, -0.0563, -0.0576, -0.0782, -0.1003, -0.0865, -0.0806, -0.075, -0.1151, -0.1117, -0.0961, -0.0946, -0.1117, -0.1233, -0.1284, -0.1217, -0.0938, -0.0838, -0.0994, -0.1138, -0.132, -0.096, -0.086, -0.0926, -0.0926, -0.0715, -0.07, -0.0273, 0.001, -0.0002, 0.009, 0.0191, 0.0071, 0.0388, 0.0701, 0.0882, 0.0856, 0.1003, 0.3141, 0.2904, 0.2548, 0.2339, 0.2535, 0.3088, 0.3085, 0.3079, 0.315, 0.3545, 0.3349, 0.3469, 0.3935, 0.3813, 0.4336, 0.4422, 0.4167, 0.4068, 0.4148, 0.4268, 0.3964, 0.4471, 0.4471, 0.5204, 0.4856, 0.4786, 0.4305, 0.3721, 0.442, 0.4442, 0.4291, 0.334, 0.3614, 0.3507, 0.3198, 0.3904, 0.4092, 0.4664, 0.4307, 0.4128, 0.5109, 0.5109, 0.555, 0.4244, 0.4185, 0.4592, 0.3358, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1996230206277767337", "ticker_idx": 0, "ts": "2025-12-03T14:49:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "put it straight into $IREN @ $40.24", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Opened a long position in IREN at $40.24.", "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": "Saved some money on our energy bills this year, put it straight into $IREN @ $40.24. https://t.co/rfHwsX22Zs", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.06460419043982701, "ret_signed_m1d": -0.06460419043982701, "alpha_spy_m1d": -0.061153390613392866, "alpha_c_m1d": -0.0513455062150886, "bench_spy_m1d": -0.0034507998264341477, "bench_c_m1d": -0.013258684224738415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05664244154514342, "ret_signed_p1d": 0.05664244154514342, "alpha_spy_p1d": 0.0559113917435905, "alpha_c_p1d": 0.05458826193605404, "bench_spy_p1d": 0.0007310498015529188, "bench_c_p1d": 0.0020541796090893794, "ret_p1w": -0.0009099389526937562, "ret_signed_p1w": -0.0009099389526937562, "alpha_spy_p1w": -0.006290947819417192, "alpha_c_p1w": -0.007259155831418007, "bench_spy_p1w": 0.005381008866723436, "bench_c_p1w": 0.006349216878724251, "ret_p1m": -0.14080979880855793, "ret_signed_p1m": -0.14080979880855793, "alpha_spy_p1m": -0.14087557889286795, "alpha_c_p1m": -0.16716687938303032, "bench_spy_p1m": 6.57800843100187e-05, "bench_c_p1m": 0.02635708057447239, "ret_p3m": -0.0584622326739761, "ret_signed_p3m": -0.0584622326739761, "alpha_spy_p3m": -0.06506885679145658, "alpha_c_p3m": -0.01979363005472945, "bench_spy_p3m": 0.006606624117480475, "bench_c_p3m": -0.03866860261924665, "ret_p6m": 0.4570064691921536, "ret_signed_p6m": 0.4570064691921536, "alpha_spy_p6m": 0.3473300118213376, "alpha_c_p6m": 0.4912985566745791, "bench_spy_p6m": 0.109676457370816, "bench_c_p6m": -0.034292087482425515, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14080979880855793, "alpha_spy_stated": -0.14087557889286795, "alpha_c_stated": -0.16716687938303032, "price_path": [-0.4051, -0.4042, -0.3132, -0.235, -0.2527, -0.2275, -0.1551, -0.1708, -0.1379, -0.1738, -0.121, -0.0469, -0.0498, 0.0723, 0.053, -0.0478, 0.0448, 0.0676, 0.071, 0.0696, 0.1479, 0.3137, 0.4031, 0.3669, 0.4525, 0.3596, 0.4591, 0.5823, 0.5464, 0.4065, 0.3813, 0.3471, 0.2556, 0.179, 0.2707, 0.4308, 0.4784, 0.4199, 0.3744, 0.3244, 0.3819, 0.5412, 0.5157, 0.7382, 0.5232, 0.419, 0.3687, 0.3053, 0.2671, 0.1067, 0.0548, 0.0785, 0.1112, 0.0425, -0.0111, -0.0387, 0.103, 0.0798, 0.1021, 0.1021, 0.0876, 0.103, -0.0646, 0.0, 0.0566, 0.0171, 0.0541, 0.0655, -0.0009, -0.0005, -0.0871, -0.1929, -0.1677, -0.2316, -0.1856, -0.0919, -0.0437, -0.043, -0.045, -0.045, -0.0833, -0.1035, -0.1288, -0.1408, -0.1408, -0.0287, 0.0974, 0.0444, -0.0076, 0.0391, 0.0471, 0.1449, 0.2054, 0.2029, 0.1804, 0.3153, 0.3153, 0.2343, 0.2166, 0.1888, 0.2894, 0.1911, 0.3646, 0.4318, 0.3612, 0.2225, 0.2075, 0.2373, 0.0223, -0.0949, -0.0485, 0.0498, -0.0234, -0.0293, -0.0894, -0.0396, -0.0396, -0.068, -0.0428, -0.0152, -0.0905, -0.0364, 0.0339, 0.0016, 0.0064, -0.0685, -0.0585, -0.1162, -0.0027, -0.0872, -0.1652, -0.1165, -0.1328, -0.045, -0.0589, -0.0541, 0.0223, -0.0227, -0.0398, -0.0523, -0.0607, -0.0409, -0.0646, -0.0576, -0.1481, -0.2018, -0.2807, -0.2202, -0.2245, -0.2091, -0.2091, -0.2009, -0.187, -0.1622, -0.157, -0.1056, -0.0202, 0.0776, 0.1106, 0.0851, 0.0946, 0.1083, 0.0275, 0.1008, 0.1833, 0.152, 0.1001, 0.0109, -0.025, 0.0353, 0.0387, 0.1256, 0.2452, 0.3872, 0.2932, 0.3922, 0.2545, 0.2866, 0.255, 0.3285, 0.2043, 0.1479, 0.086, 0.199, 0.3207, 0.2928, 0.2928, 0.3599, 0.5432, 0.457]}
{"unit_id": "reply:2002402111745556785", "ticker_idx": 0, "ts": "2025-12-20T15:34:00+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "would put $GOOGL way higher though", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers GOOGL over META as an AI beneficiary; skeptical META benefits more from AI than GOOGL.", "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": "@YodaStockInvest Solid list, would put $GOOGL way higher though. Don’t see how $META would benefit more from AI than $GOOGL.", "reply_text": null, "parent_text": "My favorite direct AI plays to boom from this AI boom:\n1. $AMD: underdog catching up to $NVDA, second in chip landscape\n2,3,4: $NBIS, $IREN, $CIFR: powers AI\n5. $META: AI makes their apps algorithm and profitability better\n6. $NVDA: biggest company in the world, number one chip", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.008457560535329867, "ret_signed_m1d": -0.008457560535329867, "alpha_spy_m1d": -0.002266237812868166, "alpha_c_m1d": -0.004034390131710031, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.004423170403619836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014752396382799793, "ret_signed_p1d": 0.014752396382799793, "alpha_spy_p1d": 0.010181994043140907, "alpha_c_p1d": 0.008494942922322224, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.006257453460477569, "ret_p1w": 0.01220220612714451, "ret_signed_p1w": 0.01220220612714451, "alpha_spy_p1w": 0.007792453295327295, "alpha_c_p1w": 0.0016587950026512033, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.010543411124493307, "ret_p1m": 0.03944740781293543, "ret_signed_p1m": 0.03944740781293543, "alpha_spy_p1m": 0.050034058062829234, "alpha_c_p1m": 0.06679181507823817, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.02734440726530274, "ret_p3m": -0.007856535152290789, "ret_signed_p3m": -0.007856535152290789, "alpha_spy_p3m": 0.028692706251414957, "alpha_c_p3m": 0.022316651531364085, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.030173186683654873, "ret_p6m": 0.20645572086301844, "ret_signed_p6m": 0.20645572086301844, "alpha_spy_p6m": 0.10781934219859912, "alpha_c_p6m": 0.24058544939096782, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": -0.03412972852794938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03944740781293543, "alpha_spy_stated": 0.050034058062829234, "alpha_c_stated": 0.06679181507823817, "price_path": [-0.2027, -0.2071, -0.2047, -0.2127, -0.2158, -0.21, -0.2074, -0.2085, -0.1921, -0.2072, -0.2109, -0.2208, -0.2368, -0.2124, -0.2082, -0.1902, -0.1888, -0.1829, -0.1724, -0.192, -0.1881, -0.1836, -0.1615, -0.1313, -0.1371, -0.1142, -0.0919, -0.0929, -0.0847, -0.1047, -0.0828, -0.0814, -0.1005, -0.0641, -0.0602, -0.0751, -0.1013, -0.1083, -0.0805, -0.0829, -0.0554, -0.0662, -0.0333, 0.0277, 0.0434, 0.0322, 0.0322, 0.0329, 0.0158, 0.0188, 0.0311, 0.0246, 0.0364, 0.0127, 0.0236, 0.0337, 0.0086, -0.0016, -0.005, -0.0104, -0.0422, -0.0236, -0.0085, 0.0, 0.0148, 0.0139, 0.0139, 0.012, 0.0122, 0.0131, 0.0104, 0.0104, 0.0173, 0.0218, 0.0147, 0.0394, 0.0506, 0.0607, 0.0713, 0.0845, 0.0841, 0.0742, 0.0653, 0.0653, 0.0394, 0.06, 0.067, 0.0586, 0.0758, 0.08, 0.0847, 0.0919, 0.0911, 0.1095, 0.0966, 0.0751, 0.0693, 0.0422, 0.0469, 0.0284, 0.0038, -0.0025, -0.0131, -0.0131, -0.0251, -0.0208, -0.0224, 0.0168, 0.0055, 0.0036, 0.0101, -0.0077, 0.0064, -0.0105, -0.02, -0.0215, -0.0287, -0.0363, -0.0103, -0.0081, -0.0028, -0.0194, -0.0235, -0.0129, 0.0044, -0.006, -0.0079, -0.0277, -0.0242, -0.0618, -0.0602, -0.0925, -0.1138, -0.1165, -0.0711, -0.0393, -0.0446, -0.0446, -0.0309, -0.0133, 0.0251, 0.0288, 0.0248, 0.038, 0.0754, 0.089, 0.0855, 0.1038, 0.09, 0.0734, 0.0961, 0.0947, 0.1125, 0.1317, 0.1299, 0.1304, 0.243, 0.2459, 0.238, 0.2548, 0.2858, 0.2857, 0.2947, 0.2555, 0.2513, 0.3006, 0.2956, 0.2817, 0.2823, 0.2523, 0.2563, 0.2523, 0.2371, 0.2371, 0.2562, 0.2561, 0.2603, 0.2286, 0.2158, 0.1689, 0.1597, 0.2023, 0.1905, 0.1743, 0.1774, 0.1519, 0.1564, 0.1626, 0.1938, 0.2065]}
{"unit_id": "reply:2026778804555759831", "ticker_idx": 0, "ts": "2026-02-25T21:58:17+00:00", "symbol": "TTD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It will be a difficult comeback for $TTD", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish TTD: CFO departure + weak guidance make recovery difficult.", "resolved_tickers": ["TTD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@martyyyn_s Sudden departure of the CFO gets investors even more scared. Forecast wasn’t superb either. It will be a difficult comeback for $TTD", "reply_text": null, "parent_text": "💥💥💥 $TTD  Posts Better Than Expected Sales In Q4 CY2025 But Stock Drops 15.9% 🤯 \n\nNothing can save us anymore!!! This stock is officially DEAD ☠️ https://t.co/COUOoMd6qI", "quoted_text": null, "parent_author": "martyyyn_s", "ret_m1d": 0.05052188083204667, "ret_signed_m1d": -0.05052188083204667, "alpha_spy_m1d": -0.04493641106498414, "alpha_c_m1d": -0.04493641106498414, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.005585469767062534, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00542801937260895, "ret_signed_p1d": 0.00542801937260895, "alpha_spy_p1d": 0.0006260785139976521, "alpha_c_p1d": 0.0006260785139976521, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.004801940858611298, "ret_p1w": 0.2438413347203221, "ret_signed_p1w": -0.2438413347203221, "alpha_spy_p1w": -0.2554327022292957, "alpha_c_p1w": -0.2554327022292957, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.011591367508973605, "ret_p1m": -0.11148225433151293, "ret_signed_p1m": 0.11148225433151293, "alpha_spy_p1m": 0.03389882768595753, "alpha_c_p1m": 0.03389882768595753, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.0775834266455554, "ret_p3m": -0.0739039833561339, "ret_signed_p3m": 0.0739039833561339, "alpha_spy_p3m": 0.16579424551251543, "alpha_c_p3m": 0.16579424551251543, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.09189026215638152, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11148225433151293, "alpha_spy_stated": 0.03389882768595753, "alpha_c_stated": 0.03389882768595753, "price_path": [0.6526, 0.6681, 0.6121, 0.643, 0.6722, 0.643, 0.6451, 0.6376, 0.5457, 0.5303, 0.5111, 0.5299, 0.552, 0.557, 0.5557, 0.557, 0.5633, 0.5916, 0.5916, 0.5996, 0.6029, 0.5916, 0.585, 0.585, 0.5733, 0.6747, 0.6593, 0.6138, 0.5574, 0.557, 0.5407, 0.5507, 0.5503, 0.5127, 0.4814, 0.4814, 0.4259, 0.4752, 0.5374, 0.5261, 0.4117, 0.3441, 0.3307, 0.3048, 0.2664, 0.2422, 0.1349, 0.1386, 0.0956, 0.129, 0.129, 0.1745, 0.137, 0.0914, 0.0777, 0.0777, 0.0547, 0.0647, 0.0539, 0.048, 0.0092, 0.0413, 0.0505, 0.0, -0.0054, 0.0154, 0.0438, 0.0509, 0.2438, 0.2225, 0.1925, 0.1549, 0.139, 0.1075, 0.1415, 0.1307, 0.0468, -0.0167, -0.0184, 0.0067, 0.0, -0.0672, -0.0827, -0.0923, -0.1115, -0.081, -0.0526, -0.0823, -0.0793, -0.0793, -0.0727, -0.1357, -0.1545, -0.1395, -0.1612, -0.114, -0.1223, -0.0656, -0.0497, -0.0618, 0.0042, -0.0313, -0.0163, -0.0555, 0.0008, -0.0338, -0.0301, 0.0175, -0.015, 0.0121, 0.0063, 0.0276, 0.0025, -0.0192, -0.0363, -0.1015, -0.1173, -0.1445, -0.1478, -0.1169, -0.0701, -0.1165, -0.1223, -0.1115, -0.0656, -0.0656, -0.0739, -0.0693, -0.1169, -0.0998, -0.0305, -0.119, -0.1415, -0.1219, -0.167, -0.1887, -0.1695, -0.1946, -0.2109, -0.195, -0.1954, -0.2084, -0.2418, -0.2271, -0.2271, -0.2476, -0.2514, -0.261, -0.2764, -0.233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1988570500935651373", "ticker_idx": 0, "ts": "2025-11-12T11:32:07+00:00", "symbol": "ONON", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "massive Q3 double beat … record-high margins and strongly raised its full-year guidance", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ONON on Q3 double beat, record margins, raised guidance, and broad-based global growth.", "resolved_tickers": ["ONON"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Footwear & Accessories'", "bench_c_industry": "Footwear & Accessories", "unit_kind": "original", "lang": "en", "tweet_text": "$ONON reported a massive Q3 double beat 🟢 \n\nResults showed exceptional, broad-based global growth, especially in Apparel (+100% cc) and Asia-Pacific (+109% cc). The company achieved record-high margins and strongly raised its full-year guidance.\n\n$ONON is up 10% in pre-market 📈 https://t.co/D8QknGReor", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1524933334693428, "ret_signed_m1d": -0.1524933334693428, "alpha_spy_m1d": -0.15193716249755918, "alpha_c_m1d": -0.15925973494808843, "bench_spy_m1d": -0.0005561709717836205, "bench_c_m1d": 0.006766401478745632, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.021440694780370917, "ret_signed_p1d": 0.021440694780370917, "alpha_spy_p1d": 0.038034689700808144, "alpha_c_p1d": 0.046404977052417085, "bench_spy_p1d": -0.016593994920437227, "bench_c_p1d": -0.024964282272046168, "ret_p1w": 0.043122163042796036, "ret_signed_p1w": 0.043122163042796036, "alpha_spy_p1w": 0.07348598224796687, "alpha_c_p1w": 0.09956501151692365, "bench_spy_p1w": -0.03036381920517084, "bench_c_p1w": -0.056442848474127616, "ret_p1m": 0.19248378707647418, "ret_signed_p1m": 0.19248378707647418, "alpha_spy_p1m": 0.18401127516936344, "alpha_c_p1m": 0.18231321807142375, "bench_spy_p1m": 0.008472511907110736, "bench_c_p1m": 0.010170569005050423, "ret_p3m": 0.06817638991776676, "ret_signed_p3m": 0.06817638991776676, "alpha_spy_p3m": 0.049708559896799676, "alpha_c_p3m": 0.07815406448304141, "bench_spy_p3m": 0.01846783002096708, "bench_c_p3m": -0.009977674565274652, "ret_p6m": -0.14117073073005737, "ret_signed_p6m": -0.14117073073005737, "alpha_spy_p6m": -0.21779805088200654, "alpha_c_p6m": -0.15284484415431043, "bench_spy_p6m": 0.07662732015194917, "bench_c_p6m": 0.011674113424253063, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.19248378707647418, "alpha_spy_stated": 0.18401127516936344, "alpha_c_stated": 0.18231321807142375, "price_path": [0.0923, 0.0894, 0.0848, 0.0899, 0.074, 0.1217, 0.0983, 0.0884, 0.0884, 0.0742, 0.086, 0.086, 0.079, 0.0793, 0.1094, 0.0966, 0.0889, 0.0694, 0.0323, 0.0431, 0.0332, 0.0279, 0.0364, 0.0561, 0.0838, 0.0896, 0.0983, 0.1048, 0.1024, 0.0581, 0.0231, 0.0501, 0.0202, -0.0132, 0.0205, 0.0142, 0.0255, 0.0048, 0.0508, 0.0431, 0.0084, 0.0352, 0.0161, -0.0017, 0.0113, 0.0075, -0.001, 0.0337, 0.0183, 0.0414, 0.0046, 0.0169, -0.0082, -0.0535, -0.1031, -0.105, -0.1217, -0.1279, -0.1308, -0.1445, -0.1568, -0.1578, -0.1525, 0.0, 0.0214, 0.0214, -0.0026, 0.0277, 0.0431, -0.0022, -0.0055, -0.0173, 0.006, 0.0405, 0.0405, 0.0597, 0.0764, 0.0877, 0.1339, 0.1205, 0.1597, 0.1327, 0.1397, 0.1737, 0.1925, 0.1747, 0.1513, 0.1633, 0.1588, 0.1674, 0.1701, 0.1597, 0.1537, 0.12, 0.12, 0.127, 0.1433, 0.1431, 0.1197, 0.1197, 0.1311, 0.1804, 0.1814, 0.1722, 0.2197, 0.1833, 0.1783, 0.1385, 0.0858, 0.1082, 0.0853, 0.0853, 0.0629, 0.1154, 0.1231, 0.1072, 0.1195, 0.0966, 0.0807, 0.0846, 0.0901, 0.1067, 0.0631, 0.0569, 0.034, 0.0472, 0.0682, 0.0913, 0.0911, 0.0665, 0.0911, 0.0911, 0.1241, 0.1402, 0.1568, 0.1906, 0.1429, 0.1272, 0.1238, 0.1467, 0.1197, 0.1265, 0.0578, 0.0414, 0.0448, -0.0012, -0.0079, -0.0118, -0.0499, -0.0855, -0.0848, -0.0544, -0.0414, -0.0593, -0.0636, -0.0927, -0.0397, -0.0463, -0.153, -0.2265, -0.2197, -0.232, -0.1804, -0.1624, -0.2043, -0.2043, -0.1889, -0.224, -0.1855, -0.1703, -0.1918, -0.1763, -0.1429, -0.1465, -0.1467, -0.1099, -0.1026, -0.1152, -0.1183, -0.1274, -0.1267, -0.1344, -0.1465, -0.1489, -0.1421, -0.1679, -0.1739, -0.1667, -0.1313, -0.1412]}
{"unit_id": "orig:2019015447903883423", "ticker_idx": 0, "ts": "2026-02-04T11:49:28+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lilly's latest results show a company firing on all cylinders. Revenue soared 43% this quarter, crossing $19 billion... Looking into 2026, they expect sales to hit a massive $83 billion", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish LLY post Q4 double beat: 43% revenue growth, Mounjaro/Zepbound demand, $83B 2026 sales guide, and capacity expansion signal durable upside.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "$LLY jumps 7% higher after a massive Q4 double beat.\n\nLilly’s latest results show a company firing on all cylinders. Revenue soared 43% this quarter, crossing $19 billion thanks to the explosive popularity of its headline treatments, Mounjaro and Zepbound. While the cost for patients has slightly decreased, the sheer number of people starting these therapies is more than offsetting lower prices.\n\nBeyond weight loss, Lilly is proving its drugs help with broader health issues like arthritis pain, making them essential for long-term care. To keep up with infinite demand, they are investing billions in new factories in Alabama and Europe. \n\nLooking into 2026, they expect sales to hit a massive $83 billion as they prepare to launch an even more convenient pill version of their obesity medication.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09363027728622708, "ret_signed_m1d": -0.09363027728622708, "alpha_spy_m1d": -0.09849770813527459, "alpha_c_m1d": -0.09849770813527459, "bench_spy_m1d": 0.004867430849047505, "bench_c_m1d": 0.004867430849047505, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07793188407159979, "ret_signed_p1d": -0.07793188407159979, "alpha_spy_p1d": -0.06544260001127555, "alpha_c_p1d": -0.06544260001127555, "bench_spy_p1d": -0.012489284060324235, "bench_c_p1d": -0.012489284060324235, "ret_p1w": -0.08301715206184856, "ret_signed_p1w": -0.08301715206184856, "alpha_spy_p1w": -0.09142590644468696, "alpha_c_p1w": -0.09142590644468696, "bench_spy_p1w": 0.00840875438283839, "bench_c_p1w": 0.00840875438283839, "ret_p1m": -0.1103935177630353, "ret_signed_p1m": -0.1103935177630353, "alpha_spy_p1m": -0.1032818090044586, "alpha_c_p1m": -0.1032818090044586, "bench_spy_p1m": -0.007111708758576696, "bench_c_p1m": -0.007111708758576696, "ret_p3m": -0.12426336079071965, "ret_signed_p3m": -0.12426336079071965, "alpha_spy_p3m": -0.17349297113067264, "alpha_c_p3m": -0.17349297113067264, "bench_spy_p3m": 0.04922961033995299, "bench_c_p3m": 0.04922961033995299, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.12426336079071965, "alpha_spy_stated": -0.17349297113067264, "alpha_c_stated": -0.17349297113067264, "price_path": [-0.1663, -0.1282, -0.1083, -0.082, -0.0775, -0.0739, -0.0772, -0.0696, -0.052, -0.0577, -0.0428, -0.0334, 0.0025, -0.0025, -0.0025, -0.0286, -0.0445, -0.0551, -0.0664, -0.0837, -0.0874, -0.0989, -0.1128, -0.1025, -0.0883, -0.0719, -0.0406, -0.0477, -0.059, -0.0454, -0.0322, -0.0277, -0.032, -0.0272, -0.0272, -0.0265, -0.0256, -0.0247, -0.0293, -0.0293, -0.0242, -0.0593, -0.0389, 0.0009, -0.0198, -0.0393, -0.0236, -0.027, -0.0306, -0.067, -0.0621, -0.0621, -0.0595, -0.0258, -0.0178, -0.0387, -0.0401, -0.0611, -0.0753, -0.075, -0.0632, -0.0569, -0.0936, 0.0, -0.0779, -0.0442, -0.0564, -0.0742, -0.083, -0.0622, -0.0591, -0.0591, -0.0626, -0.0766, -0.0742, -0.0866, -0.0423, -0.0571, -0.0692, -0.0753, -0.0482, -0.079, -0.0883, -0.092, -0.1104, -0.104, -0.0877, -0.094, -0.0954, -0.1158, -0.1087, -0.1051, -0.1583, -0.1694, -0.1699, -0.1797, -0.1762, -0.183, -0.171, -0.1884, -0.2054, -0.1978, -0.1678, -0.1364, -0.1535, -0.1535, -0.1612, -0.1576, -0.1375, -0.1358, -0.15, -0.159, -0.1654, -0.1812, -0.1821, -0.1613, -0.1677, -0.183, -0.1663, -0.1698, -0.2002, -0.2144, -0.2092, -0.2299, -0.1544, -0.1284, -0.1243, -0.1053, -0.107, -0.1179, -0.1419, -0.1251, -0.1044, -0.081, -0.0892, -0.0892, -0.1045, -0.0743, -0.0766, -0.0559, -0.0348, -0.0348, -0.035, -0.0185, 0.0212, 0.0015, -0.0192, -0.0356, -0.0223, 0.0198, 0.0254, 0.0415, 0.0374, 0.0299, 0.0522, 0.0268, 0.0235, 0.0173, 0.0078, -0.0044, -0.0044, -0.0012, 0.0034, 0.0126, 0.022, 0.0949, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027159875046854690", "ticker_idx": 0, "ts": "2026-02-26T23:12:31+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Why I think you should be careful buying this SaaS dip", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Caution on buying the SaaS dip; CRM's $40B Einstein investment outpaced by generic AI, SaaS companies no longer safe havens.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Why I think you should be careful buying this SaaS dip.\n\nToday, during our bi-weekly management meeting, we discussed cost-cutting measures. This is nothing new, as things aren't going superbly in our business right now.\n\nWe are a Scandinavian company, so cutting jobs isn't in our DNA. We believe that if we remain loyal to our employees, they will repay us with loyalty and trust when the market picks up.\n\nSo, we often look at other measures. And today, for the first time, there was a new topic on the agenda: our ERP system.\n\nLet me explain.\n\nAn ERP system is a hassle for every sales employee and a lovely tool for management. Managers can pull lists of won, lost, or stalled opportunities, competitors, quotes, market share... as long as the sales employees fill everything in correctly.\n\nThat's the hassle: correctly.\n\nThey have to fill in every box correctly, link every opportunity with a quote correctly, link the competitors correctly,... you know the drill. This takes time, it's repetitive and boring.\n\nTime-consuming, repetitive, and boring.\n\nSounds like an ideal job for AI.\n\n$CRM thought exactly the same. In 2014, Salesforce started investing in a project now known as Salesforce Einstein, which is the AI layer on top of the standard Salesforce platform.\n\nSince 2014, the project has cost approximately $40B. Yet, according to the latest results, Salesforce Einstein brought in $800M in revenue in 2026...\n\nTwo years ago, we thought Einstein would be a huge benefit. AI would make analysis way easier, and it truly does today.\n\nThere is just one major problem: AI has evolved. Einstein has been outpaced.\n\nWe feel that with most basic LLMs today, it no longer matters where the information is stored. The bot will find it. It doesn't matter if sales reps store the competitor info perfectly, link the quote perfectly, or close an opportunity correctly. AI will just find the data.\n\nThe most expensive ERP systems still haven't solved this hassle, while easy-to-access AI tools have. Even a combination of Microsoft Dynamics and Copilot (which isn't universally seen as the best LLM) would already solve this problem partially.\n\nAt the moment, we haven't changed our systems. I don't think we will for a long time. But it highlights a major $40B issue.\n\nAI has disrupted major businesses, is disrupting major businesses, and will continue to disrupt businesses.\n\nI'm not saying that none of the SaaS companies can make a comeback. Today was just a major reality check for me.\n\nThey are not the safe havens they used to be. You can't just park your money in these companies without being deeply aware of the impact of AI.\n\nInvesting is not about what you want to happen, but about what is really happening. So open your eyes, listen, and always do your research.\n\nThe safest bets of today can be major risks tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02402581691753536, "ret_signed_m1d": -0.02402581691753536, "alpha_spy_m1d": -0.01920070616244174, "alpha_c_m1d": -0.01920070616244174, "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": -0.009446089398824298, "ret_signed_p1d": 0.009446089398824298, "alpha_spy_p1d": 0.010014701831534745, "alpha_c_p1d": 0.010014701831534745, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.0005686124327104469, "ret_p1w": 0.03757894278532237, "ret_signed_p1w": -0.03757894278532237, "alpha_spy_p1w": -0.05741883862647301, "alpha_c_p1w": -0.05741883862647301, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.019839895841150645, "ret_p1m": -0.05010530953586878, "ret_signed_p1m": 0.05010530953586878, "alpha_spy_p1m": -0.026126234598858655, "alpha_c_p1m": -0.026126234598858655, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": -0.08643184397229564, "ret_signed_p3m": 0.08643184397229564, "alpha_spy_p3m": 0.1834005234184456, "alpha_c_p3m": 0.1834005234184456, "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": 0.05010530953586878, "alpha_spy_stated": -0.026126234598858655, "alpha_c_stated": -0.026126234598858655, "price_path": [0.203, 0.2235, 0.2683, 0.3355, 0.3302, 0.3378, 0.3541, 0.3447, 0.344, 0.3048, 0.3065, 0.3231, 0.3237, 0.3343, 0.3585, 0.3524, 0.3618, 0.3618, 0.366, 0.3668, 0.3652, 0.36, 0.36, 0.302, 0.3156, 0.3497, 0.3662, 0.3375, 0.3345, 0.3317, 0.2375, 0.2299, 0.1989, 0.1659, 0.1659, 0.1298, 0.1375, 0.171, 0.1707, 0.1777, 0.1732, 0.1703, 0.099, 0.0898, 0.0822, 0.0082, 0.0239, -0.0247, -0.0177, -0.0039, -0.0069, -0.0503, -0.0481, -0.026, -0.026, -0.0539, -0.0359, -0.0488, -0.0494, -0.0854, -0.0481, -0.0156, 0.024, 0.0, -0.0094, 0.0065, -0.0088, 0.0339, 0.0376, 0.0205, 0.0006, -0.0034, 0.0231, -0.0101, 0.0182, 0.0027, -0.0023, 0.001, 0.003, 0.002, -0.0604, -0.0659, -0.047, -0.0795, -0.0501, -0.0417, -0.0439, -0.0391, -0.0391, -0.0501, -0.0607, -0.0946, -0.1207, -0.151, -0.1106, -0.1183, -0.086, -0.0673, -0.0626, -0.0413, -0.037, -0.0232, -0.1081, -0.0831, -0.0727, -0.0668, -0.0673, -0.0915, -0.054, -0.0454, -0.0376, -0.0675, -0.041, -0.0643, -0.0865, -0.1183, -0.1465, -0.1375, -0.107, -0.0763, -0.0766, -0.0731, -0.0926, -0.0733, -0.0733, -0.0784, -0.0864, -0.0933, -0.0165, 0.0787, 0.0336, -0.019, -0.0286, -0.0445, -0.0605, -0.0975, -0.1203, -0.1411, -0.144, -0.1509, -0.1656, -0.2001, -0.2168, -0.2168, -0.2254, -0.2084, -0.2118, -0.225, -0.1828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027159875046854690", "ticker_idx": 1, "ts": "2026-02-26T23:12:31+00:00", "symbol": "SaaS", "kind": "sector", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are not the safe havens they used to be. You can't just park your money in these companies without being deeply aware of the impact of AI", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Caution on buying the SaaS dip; CRM's $40B Einstein investment outpaced by generic AI, SaaS companies no longer safe havens.", "resolved_tickers": ["WCLD"], "resolution_method": "etf", "resolution_reason": "SaaS/cloud software sector proxied by WCLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Why I think you should be careful buying this SaaS dip.\n\nToday, during our bi-weekly management meeting, we discussed cost-cutting measures. This is nothing new, as things aren't going superbly in our business right now.\n\nWe are a Scandinavian company, so cutting jobs isn't in our DNA. We believe that if we remain loyal to our employees, they will repay us with loyalty and trust when the market picks up.\n\nSo, we often look at other measures. And today, for the first time, there was a new topic on the agenda: our ERP system.\n\nLet me explain.\n\nAn ERP system is a hassle for every sales employee and a lovely tool for management. Managers can pull lists of won, lost, or stalled opportunities, competitors, quotes, market share... as long as the sales employees fill everything in correctly.\n\nThat's the hassle: correctly.\n\nThey have to fill in every box correctly, link every opportunity with a quote correctly, link the competitors correctly,... you know the drill. This takes time, it's repetitive and boring.\n\nTime-consuming, repetitive, and boring.\n\nSounds like an ideal job for AI.\n\n$CRM thought exactly the same. In 2014, Salesforce started investing in a project now known as Salesforce Einstein, which is the AI layer on top of the standard Salesforce platform.\n\nSince 2014, the project has cost approximately $40B. Yet, according to the latest results, Salesforce Einstein brought in $800M in revenue in 2026...\n\nTwo years ago, we thought Einstein would be a huge benefit. AI would make analysis way easier, and it truly does today.\n\nThere is just one major problem: AI has evolved. Einstein has been outpaced.\n\nWe feel that with most basic LLMs today, it no longer matters where the information is stored. The bot will find it. It doesn't matter if sales reps store the competitor info perfectly, link the quote perfectly, or close an opportunity correctly. AI will just find the data.\n\nThe most expensive ERP systems still haven't solved this hassle, while easy-to-access AI tools have. Even a combination of Microsoft Dynamics and Copilot (which isn't universally seen as the best LLM) would already solve this problem partially.\n\nAt the moment, we haven't changed our systems. I don't think we will for a long time. But it highlights a major $40B issue.\n\nAI has disrupted major businesses, is disrupting major businesses, and will continue to disrupt businesses.\n\nI'm not saying that none of the SaaS companies can make a comeback. Today was just a major reality check for me.\n\nThey are not the safe havens they used to be. You can't just park your money in these companies without being deeply aware of the impact of AI.\n\nInvesting is not about what you want to happen, but about what is really happening. So open your eyes, listen, and always do your research.\n\nThe safest bets of today can be major risks tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020527839143952953, "ret_signed_m1d": -0.020527839143952953, "alpha_spy_m1d": -0.015702728388859333, "alpha_c_m1d": -0.015702728388859333, "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": 0.016862136103165115, "ret_signed_p1d": -0.016862136103165115, "alpha_spy_p1d": -0.016293523670454668, "alpha_c_p1d": -0.016293523670454668, "bench_spy_p1d": 0.0005686124327104469, "bench_c_p1d": 0.0005686124327104469, "ret_p1w": 0.09035924085568636, "ret_signed_p1w": -0.09035924085568636, "alpha_spy_p1w": -0.11019913669683701, "alpha_c_p1w": -0.11019913669683701, "bench_spy_p1w": -0.019839895841150645, "bench_c_p1w": -0.019839895841150645, "ret_p1m": -0.026502986140189977, "ret_signed_p1m": 0.026502986140189977, "alpha_spy_p1m": -0.04972855799453746, "alpha_c_p1m": -0.04972855799453746, "bench_spy_p1m": -0.07623154413472744, "bench_c_p1m": -0.07623154413472744, "ret_p3m": 0.07917887804414536, "ret_signed_p3m": -0.07917887804414536, "alpha_spy_p3m": 0.01778980140200459, "alpha_c_p3m": 0.01778980140200459, "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": 0.026502986140189977, "alpha_spy_stated": -0.04972855799453746, "alpha_c_stated": -0.04972855799453746, "price_path": [0.2562, 0.2771, 0.2826, 0.29, 0.3065, 0.3141, 0.3259, 0.3237, 0.3068, 0.2709, 0.2819, 0.2775, 0.2936, 0.301, 0.3193, 0.3002, 0.3017, 0.3017, 0.3072, 0.3028, 0.2971, 0.2834, 0.2834, 0.2408, 0.2559, 0.2856, 0.3079, 0.2786, 0.2701, 0.2697, 0.2412, 0.2159, 0.2001, 0.1756, 0.1756, 0.1499, 0.1518, 0.1888, 0.1867, 0.2104, 0.1899, 0.1821, 0.1195, 0.1037, 0.1034, 0.0319, 0.0319, -0.0116, 0.022, 0.0308, 0.0484, 0.0114, 0.0073, 0.0334, 0.0334, 0.0132, 0.0253, 0.0205, 0.0, -0.0726, -0.0422, -0.0183, 0.0205, 0.0, 0.0169, 0.0367, 0.044, 0.0814, 0.0904, 0.0854, 0.0552, 0.057, 0.0363, 0.0367, 0.0356, 0.0487, 0.044, 0.0429, 0.0249, 0.0455, -0.0066, -0.0057, 0.0045, -0.0396, -0.0265, 0.0015, 0.0068, 0.0187, 0.0187, 0.0174, 0.0094, -0.0147, -0.0704, -0.1169, -0.0689, -0.0788, -0.0249, -0.0092, -0.0055, 0.017, 0.0209, 0.0334, -0.0326, -0.0055, -0.0018, -0.0015, 0.0022, -0.0066, 0.0568, 0.0817, 0.092, 0.0577, 0.0898, 0.0909, 0.0623, 0.0337, 0.0077, 0.0231, 0.0492, 0.081, 0.0876, 0.1012, 0.0847, 0.1074, 0.1074, 0.1052, 0.0792, 0.1188, 0.2078, 0.3178, 0.2746, 0.2126, 0.2148, 0.1804, 0.1666, 0.1422, 0.1294, 0.1243, 0.1221, 0.1309, 0.1144, 0.0858, 0.0832, 0.0832, 0.0608, 0.0737, 0.081, 0.0623, 0.1257, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026272031176593667", "ticker_idx": 0, "ts": "2026-02-24T12:24:33+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "their long-term infrastructure play remains firmly on schedule", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CIFR despite Q4 miss; HPC pivot on track, $3.7B funded, AMZN/GOOGL leases secured.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR down 3% after earnings after a heavy double miss. Please note that the Q4 EPS was not officially presented and that I used a calculated value, based on the figures presented in the report. \n\nCipher is undergoing a radical transformation, officially rebranding to Cipher Digital, to pivot from Bitcoin mining to High-Performance Computing (HPC).\n\nThey have fully funded their flagship builds with $3.7 billion in bonds and secured massive long-term leases with giants like $AMZN and $GOOGL. \n\nThe Q4 earnings miss reflects the painful, capital-intensive transition of offloading legacy crypto assets, but their long-term infrastructure play remains firmly on schedule.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11098133639400387, "ret_signed_m1d": -0.11098133639400387, "alpha_spy_m1d": -0.10376531062863015, "alpha_c_m1d": -0.09815340545176432, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.012827930942239552, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029789731535122543, "ret_signed_p1d": -0.029789731535122543, "alpha_spy_p1d": -0.03822803783566098, "alpha_c_p1d": -0.04896006431636768, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.019170332781245136, "ret_p1w": -0.14077106792912641, "ret_signed_p1w": -0.14077106792912641, "alpha_spy_p1w": -0.13055808027896254, "alpha_c_p1w": -0.12067405969227774, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": -0.02009700823684868, "ret_p1m": -0.07242994532750302, "ret_signed_p1m": -0.07242994532750302, "alpha_spy_p1m": -0.03062271982129705, "alpha_c_p1m": -0.0482710877991942, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02415885752830882, "ret_p3m": 0.28329428950765556, "ret_signed_p3m": 0.28329428950765556, "alpha_spy_p3m": 0.19552763760917058, "alpha_c_p3m": -0.0038655488729941734, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.28715983838064973, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07242994532750302, "alpha_spy_stated": -0.03062271982129705, "alpha_c_stated": -0.0482710877991942, "price_path": [0.1186, 0.1887, 0.1501, 0.0304, 0.0882, 0.1583, 0.1262, 0.1379, 0.1425, 0.0794, 0.1028, -0.0041, -0.139, -0.1244, -0.1595, -0.1151, -0.0532, -0.0456, -0.0707, -0.0526, -0.0526, -0.1127, -0.1192, -0.1478, -0.1379, -0.1379, -0.0537, 0.0607, 0.0245, -0.0607, -0.0333, -0.0286, 0.0327, 0.066, 0.059, 0.0234, 0.0981, 0.0981, 0.0467, 0.035, 0.0158, 0.0263, -0.0368, 0.0952, 0.1081, 0.0339, -0.0678, -0.0765, -0.0502, -0.1676, -0.2582, -0.1396, -0.021, -0.0012, -0.0491, -0.0596, -0.0409, -0.0409, -0.0864, -0.0993, -0.0771, -0.1443, -0.111, 0.0, -0.0298, -0.0374, -0.0888, -0.0794, -0.1408, -0.0631, -0.1151, -0.2044, -0.1641, -0.1846, -0.1758, -0.1992, -0.1776, -0.1157, -0.1186, -0.1431, -0.1449, -0.1817, -0.1303, -0.1308, -0.0724, -0.1618, -0.1971, -0.2982, -0.2482, -0.2617, -0.2512, -0.2512, -0.2202, -0.1817, -0.0993, -0.0444, -0.0345, 0.0374, 0.0777, 0.0514, 0.0129, 0.1314, 0.1268, 0.0537, 0.1355, 0.0917, 0.0631, 0.0607, 0.0082, -0.0117, 0.0362, -0.0047, 0.045, 0.2909, 0.2798, 0.2082, 0.2004, 0.1846, 0.1717, 0.2407, 0.302, 0.1875, 0.1168, 0.0981, 0.1379, 0.257, 0.2833, 0.2833, 0.3446, 0.4696, 0.4363, 0.3814, 0.4025, 0.5356, 0.5327, 0.4924, 0.3113, 0.4188, 0.3455, 0.2278, 0.3218, 0.4311, 0.5204, 0.531, 0.5391, 0.7044, 0.7044, 0.6437, 0.6145, 0.5315, 0.5, 0.5152, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2009910930986152052", "ticker_idx": 0, "ts": "2026-01-10T08:51:22+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm happy I'm in. Great company that will be surfing on the growing energy grid wave. They have a huge backlog as well.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds FLNC long; bullish on energy grid growth tailwind and large backlog.", "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": "@PSInvestor I’m happy I’m in. Great company that will be surfing on the growing energy grid wave. They have a huge backlog as well.", "reply_text": null, "parent_text": "@Kaizen_Investor That $FLNC is something I wanted to get in.", "quoted_text": null, "parent_author": "PSInvestor", "ret_m1d": -0.0034364227382496226, "ret_signed_m1d": -0.0034364227382496226, "alpha_spy_m1d": -0.0018684521303723445, "alpha_c_m1d": -0.0018684521303723445, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023195833000489552, "ret_signed_p1d": 0.023195833000489552, "alpha_spy_p1d": 0.025195339765871405, "alpha_c_p1d": 0.025195339765871405, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.1632302029630266, "ret_signed_p1w": 0.1632302029630266, "alpha_spy_p1w": 0.16826502684525613, "alpha_c_p1w": 0.16826502684525613, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.18427838440693378, "ret_signed_p1m": -0.18427838440693378, "alpha_spy_p1m": -0.1799052963751464, "alpha_c_p1m": -0.1799052963751464, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.4175257723512291, "ret_signed_p3m": -0.4175257723512291, "alpha_spy_p3m": -0.398259435013704, "alpha_c_p3m": -0.398259435013704, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18427838440693378, "alpha_spy_stated": -0.1799052963751464, "alpha_c_stated": -0.1799052963751464, "price_path": [-0.079, -0.1589, -0.2128, -0.2075, -0.3015, -0.3462, -0.3114, -0.1615, -0.195, -0.2225, -0.1289, -0.1207, -0.0979, -0.1061, -0.1761, -0.11, -0.1486, -0.107, -0.064, -0.1095, -0.1748, -0.302, -0.2307, -0.2599, -0.2689, -0.2779, -0.3338, -0.3385, -0.3213, -0.2796, -0.1843, -0.1843, -0.1564, -0.1671, -0.1426, -0.1473, 0.0026, 0.0292, -0.018, 0.0284, 0.0228, 0.1078, -0.0468, -0.0756, -0.0846, -0.2023, -0.1705, -0.1426, -0.1216, -0.1551, -0.1482, -0.1482, -0.1319, -0.1422, -0.1469, -0.1503, -0.1503, -0.0116, -0.0442, -0.0623, -0.1168, -0.0902, -0.0034, 0.0, 0.0232, -0.0271, 0.0954, 0.1632, 0.1632, 0.0958, 0.1314, 0.1714, 0.1572, 0.1649, 0.2216, 0.3312, 0.3561, 0.3217, 0.3269, 0.3845, 0.2453, -0.186, -0.1649, -0.1667, -0.1843, -0.2474, -0.2509, -0.207, -0.207, -0.2363, -0.2513, -0.2887, -0.2891, -0.3097, -0.2917, -0.2985, -0.3041, -0.3325, -0.3505, -0.3591, -0.3213, -0.323, -0.3651, -0.3256, -0.2749, -0.265, -0.2947, -0.2964, -0.2792, -0.2912, -0.3131, -0.3114, -0.3501, -0.3402, -0.3063, -0.2977, -0.3574, -0.3922, -0.4416, -0.4089, -0.4407, -0.4287, -0.4287, -0.433, -0.4308, -0.4364, -0.4175, -0.4081, -0.4137, -0.3643, -0.3466, -0.3565, -0.4186, -0.4575, -0.4515, -0.4201, -0.4192, -0.4253, -0.4261, -0.4695, -0.4918, -0.4768, -0.4764, -0.4704, -0.4549, -0.4175, -0.1851, 0.0378, 0.0838, -0.0859, -0.0507, -0.1005, -0.1078, -0.1607, -0.2307, -0.1864, -0.1327, -0.0769, -0.0769, -0.0838, -0.0885, -0.0825, -0.189, 0.1662, 0.1989, 0.0674, 0.1662, -0.0159, 0.0339, 0.0077, -0.0713, 0.043, 0.0185, 0.0387, 0.0275, 0.006, 0.0653, 0.0653, 0.082, -0.0889, -0.1516, -0.1675, -0.1723, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016259993582907454", "ticker_idx": 0, "ts": "2026-01-27T21:20:17+00:00", "symbol": "NXT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NXT with a very strong Q4 double beat. The stock is surging 10% higher after this result 📈", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NXT on strong Q4 double beat: 34% revenue growth, raised guidance, $500M buyback, and international expansion momentum.", "resolved_tickers": ["NXT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Solar", "unit_kind": "original", "lang": "en", "tweet_text": "$NXT with a very strong Q4 double beat. The stock is surging 10% higher after this result 📈\n\n$NXT is successfully combining its strategic rebrand with surging financial results. Revenue jumped 34% to $909 million, driven by a record order backlog and robust demand in the U.S. market. A key growth engine is their accelerating international expansion, highlighted by a new Middle East joint venture that has already secured a massive 2.25 GW supply commitment.\n\nThe company's financial maturity was validated by a new credit rating, a major milestone that enabled them to launch a $500 million share buyback program. \n\nOperationally, the strategy of selling bundled solutions is gaining traction and deepening customer value. Reflecting this momentum, management raised their full-year financial outlook, signaling strong confidence in their future execution.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11719594411546463, "ret_signed_m1d": -0.11719594411546463, "alpha_spy_m1d": -0.1172966188301674, "alpha_c_m1d": -0.1172966188301674, "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": 0.009252318071661492, "ret_signed_p1d": 0.009252318071661492, "alpha_spy_p1d": 0.011236695226495286, "alpha_c_p1d": 0.011236695226495286, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.001984377154833794, "ret_p1w": -0.02709010558415459, "ret_signed_p1w": -0.02709010558415459, "alpha_spy_p1w": -0.013817631189369739, "alpha_c_p1w": -0.013817631189369739, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.01327247439478485, "ret_p1m": -0.10927732330546291, "ret_signed_p1m": -0.10927732330546291, "alpha_spy_p1m": -0.10047688856010417, "alpha_c_p1m": -0.10047688856010417, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.008800434745358743, "ret_p3m": 0.02175544372588667, "ret_signed_p3m": 0.02175544372588667, "alpha_spy_p3m": -0.009453276663196064, "alpha_c_p3m": -0.009453276663196064, "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": -0.10927732330546291, "alpha_spy_stated": -0.10047688856010417, "alpha_c_stated": -0.10047688856010417, "price_path": [-0.1563, -0.154, -0.168, -0.0678, -0.1119, -0.1279, -0.1045, -0.1179, -0.1956, -0.2657, -0.2186, -0.2548, -0.2452, -0.2528, -0.2847, -0.2737, -0.276, -0.2493, -0.2442, -0.2442, -0.2363, -0.2712, -0.2782, -0.2758, -0.2444, -0.2449, -0.2523, -0.2616, -0.2549, -0.2212, -0.2769, -0.2735, -0.2665, -0.2846, -0.2716, -0.2606, -0.2299, -0.2411, -0.2401, -0.2401, -0.2395, -0.2481, -0.2745, -0.2739, -0.2739, -0.2266, -0.2531, -0.2372, -0.2597, -0.2563, -0.2401, -0.1741, -0.1645, -0.2106, -0.1777, -0.1968, -0.1968, -0.1975, -0.1638, -0.1233, -0.1248, -0.1058, -0.1172, 0.0, 0.0093, -0.024, -0.0364, -0.001, -0.0271, -0.0461, 0.0117, 0.0158, -0.0169, -0.0006, -0.0478, -0.0294, -0.0294, 0.0218, 0.0377, -0.0327, -0.0053, -0.0248, 0.0051, -0.0288, -0.1093, -0.1239, -0.1355, -0.1568, -0.1341, -0.1381, -0.1545, -0.0987, -0.052, -0.0273, -0.0339, -0.0028, -0.0157, 0.0156, -0.0383, -0.0103, -0.0465, -0.0255, 0.0408, 0.0871, -0.001, 0.0005, -0.0622, 0.0048, 0.0034, -0.0574, -0.0574, -0.0993, -0.0899, -0.0297, -0.0532, -0.0167, -0.0702, -0.0421, -0.0821, -0.1095, -0.0715, -0.1124, -0.0994, -0.0315, 0.0366, 0.012, 0.0218, -0.0286, -0.0475, -0.007, -0.0003, -0.0253, 0.0281, 0.0509, 0.0074, 0.0495, 0.0524, 0.045, 0.1367, 0.1899, 0.2027, 0.1209, 0.0596, 0.0454, 0.0088, 0.0878, 0.0878, 0.0937, 0.1318, 0.1434, 0.3037, 0.2088, 0.2688, 0.2209, 0.253, 0.0967, 0.0473, -0.0058, -0.0669, -0.0024, 0.0159, 0.0488, 0.0471, 0.0278, 0.0494, 0.0494, 0.0759, 0.0056, -0.0275, -0.0566, -0.1085, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1979270453542727776", "ticker_idx": 0, "ts": "2025-10-17T19:37:03+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 will be fine long-term! A lot of noise right now.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish HIMS long-term; current selloff is noise.", "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": "@sam_badawi $HIMS will be fine long-term! A lot of noise right now.", "reply_text": null, "parent_text": "$HIMS Not sure what to call this, but dropping 23% from peak $1B HERS 2026 revenue hype to under $50 is rough.\n\nWas this really triggered by the CEO selling into the pump, or just coincidence?\n\nThe fundamentals still look bullish, but the stock tells a different story. I’m out of https://t.co/qw0Som8mzf", "quoted_text": null, "parent_author": "Sam_Badawi", "ret_m1d": 0.18822826388816516, "ret_signed_m1d": 0.18822826388816516, "alpha_spy_m1d": 0.19387261685363189, "alpha_c_m1d": 0.19387261685363189, "bench_spy_m1d": -0.005644352965466726, "bench_c_m1d": -0.005644352965466726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031739692040968936, "ret_signed_p1d": 0.031739692040968936, "alpha_spy_p1d": 0.021339191778045663, "alpha_c_p1d": 0.021339191778045663, "bench_spy_p1d": 0.010400500262923273, "bench_c_p1d": 0.010400500262923273, "ret_p1w": -0.020088389403815965, "ret_signed_p1w": -0.020088389403815965, "alpha_spy_p1w": -0.039444492629079786, "alpha_c_p1w": -0.039444492629079786, "bench_spy_p1w": 0.01935610322526382, "bench_c_p1w": 0.01935610322526382, "ret_p1m": -0.2852550682292877, "ret_signed_p1m": -0.2852550682292877, "alpha_spy_p1m": -0.28718162883925136, "alpha_c_p1m": -0.28718162883925136, "bench_spy_p1m": 0.0019265606099636567, "bench_c_p1m": 0.0019265606099636567, "ret_p3m": -0.37083165000297325, "ret_signed_p3m": -0.37083165000297325, "alpha_spy_p3m": -0.41299052794235835, "alpha_c_p3m": -0.41299052794235835, "bench_spy_p3m": 0.04215887793938511, "bench_c_p3m": 0.04215887793938511, "ret_p6m": -0.5751305717724043, "ret_signed_p6m": -0.5751305717724043, "alpha_spy_p6m": -0.6136871639229783, "alpha_c_p6m": -0.6136871639229783, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0046, 0.1655, 0.1515, 0.1581, 0.1788, 0.2107, 0.3164, 0.3294, 0.2565, 0.2726, 0.1153, 0.0271, 0.0255, 0.0434, 0.004, -0.0366, -0.0291, -0.0532, -0.0755, -0.094, -0.1527, -0.1286, -0.1169, -0.1047, -0.1364, -0.089, -0.1159, -0.1137, -0.1493, -0.1493, -0.1657, -0.1069, -0.0335, -0.0275, -0.0028, -0.04, -0.0402, 0.0398, 0.1149, 0.084, 0.0223, 0.0115, 0.129, 0.1615, 0.1591, 0.1249, 0.0697, 0.1022, 0.1732, 0.1876, 0.1394, 0.1312, 0.1625, 0.0554, 0.1, 0.1645, 0.1685, 0.1701, 0.0838, 0.0994, 0.0852, 0.2607, 0.1882, 0.0, 0.0317, -0.0084, -0.0466, -0.0259, -0.0201, -0.0311, -0.0534, -0.0633, -0.1149, -0.0868, -0.1083, -0.1404, -0.1215, -0.1659, -0.1758, -0.1754, -0.2015, -0.2162, -0.2758, -0.2571, -0.2853, -0.2716, -0.2802, -0.3246, -0.3027, -0.2411, -0.2549, -0.2286, -0.2286, -0.2013, -0.2465, -0.2706, -0.2553, -0.1961, -0.2125, -0.2141, -0.2001, -0.2391, -0.2413, -0.2525, -0.2718, -0.2595, -0.2975, -0.3015, -0.2857, -0.2959, -0.3009, -0.3035, -0.3035, -0.3108, -0.315, -0.3363, -0.3477, -0.3477, -0.3288, -0.3027, -0.2877, -0.2877, -0.3196, -0.3634, -0.3503, -0.3532, -0.3708, -0.3726, -0.3696, -0.3696, -0.3879, -0.4196, -0.3869, -0.405, -0.3917, -0.4038, -0.4241, -0.4, -0.4558, -0.4689, -0.4869, -0.5098, -0.5283, -0.5376, -0.6117, -0.6537, -0.6647, -0.6826, -0.6726, -0.6726, -0.6732, -0.6818, -0.6822, -0.686, -0.6884, -0.6894, -0.6822, -0.6866, -0.7083, -0.6689, -0.6822, -0.6695, -0.681, -0.6838, -0.5548, -0.5285, -0.4801, -0.5211, -0.5024, -0.5002, -0.4982, -0.535, -0.5147, -0.5577, -0.5488, -0.5713, -0.5814, -0.581, -0.6107, -0.6227, -0.583, -0.6014, -0.6155, -0.6155, -0.5916, -0.6083, -0.6105, -0.6033, -0.6097, -0.5751]}
{"unit_id": "reply:2014357614751007094", "ticker_idx": 0, "ts": "2026-01-22T15:20:54+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll keep buying at these levels", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Continuing to buy HIMS at current levels despite price weakness; bullish on the company.", "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": "@moninvestor It’s not because the stock price is falling that $HIMS is a bad company. I’ll keep buying at these levels.", "reply_text": null, "parent_text": "$HIMS I made this exact same post at the end of March 2025. The stock then jumped by over 100% in just under two months. I’m not saying that’s definitely going to happen again, but I’m starting to see a similar pattern. https://t.co/gX9m69BnJ3", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.05340763576891083, "ret_signed_m1d": -0.05340763576891083, "alpha_spy_m1d": -0.04821151875426155, "alpha_c_m1d": -0.04821151875426155, "bench_spy_m1d": -0.005196117014649282, "bench_c_m1d": -0.005196117014649282, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02948884682278341, "ret_signed_p1d": -0.02948884682278341, "alpha_spy_p1d": -0.029851582011757083, "alpha_c_p1d": -0.029851582011757083, "bench_spy_p1d": 0.00036273518897367296, "bench_c_p1d": 0.00036273518897367296, "ret_p1w": -0.021297497011174782, "ret_signed_p1w": -0.021297497011174782, "alpha_spy_p1w": -0.02864161550455102, "alpha_c_p1w": -0.02864161550455102, "bench_spy_p1w": 0.007344118493376239, "bench_c_p1w": 0.007344118493376239, "ret_p1m": -0.48787680602852146, "ret_signed_p1m": -0.48787680602852146, "alpha_spy_p1m": -0.4885299609207219, "alpha_c_p1m": -0.4885299609207219, "bench_spy_p1m": 0.0006531548922004138, "bench_c_p1m": 0.0006531548922004138, "ret_p3m": -0.024901710926695242, "ret_signed_p3m": -0.024901710926695242, "alpha_spy_p3m": -0.04960902691161484, "alpha_c_p3m": -0.04960902691161484, "bench_spy_p3m": 0.024707315984919598, "bench_c_p3m": 0.024707315984919598, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.48787680602852146, "alpha_spy_stated": -0.4885299609207219, "alpha_c_stated": -0.4885299609207219, "price_path": [0.5803, 0.5439, 0.5279, 0.4436, 0.4895, 0.4545, 0.402, 0.4328, 0.3604, 0.3444, 0.345, 0.3024, 0.2785, 0.1812, 0.2117, 0.1658, 0.1881, 0.174, 0.1016, 0.1373, 0.2379, 0.2153, 0.2582, 0.2582, 0.3028, 0.229, 0.1897, 0.2146, 0.3113, 0.2844, 0.2818, 0.3047, 0.2412, 0.2375, 0.2192, 0.1877, 0.2077, 0.1458, 0.1393, 0.1651, 0.1484, 0.1402, 0.136, 0.136, 0.1242, 0.1173, 0.0826, 0.0639, 0.0639, 0.0947, 0.1373, 0.1619, 0.1619, 0.1098, 0.0383, 0.0596, 0.055, 0.0262, 0.0233, 0.0282, 0.0282, -0.0016, -0.0534, 0.0, -0.0295, -0.0079, -0.0275, -0.0606, -0.0213, -0.1124, -0.1337, -0.1632, -0.2005, -0.2307, -0.2457, -0.3666, -0.4351, -0.4531, -0.4823, -0.4659, -0.4659, -0.4669, -0.481, -0.4817, -0.4879, -0.4918, -0.4934, -0.4817, -0.4889, -0.5242, -0.46, -0.4817, -0.461, -0.4797, -0.4843, -0.2739, -0.231, -0.152, -0.2189, -0.1884, -0.1848, -0.1815, -0.2415, -0.2084, -0.2785, -0.2641, -0.3008, -0.3172, -0.3165, -0.365, -0.3847, -0.3198, -0.3499, -0.3729, -0.3729, -0.3339, -0.3611, -0.3647, -0.3529, -0.3634, -0.307, -0.3001, -0.2041, -0.1157, -0.0557, 0.0161, -0.0249, -0.0495, -0.0777, 0.0013, -0.037, -0.0855, -0.1373, -0.1098, -0.1019, -0.1065, -0.1373, -0.1193, -0.1596, -0.0737, -0.0452, -0.1799, -0.209, -0.2058, -0.1792, -0.2697, -0.2647, -0.2451, -0.2133, -0.2218, -0.2218, -0.2185, -0.1743, -0.1684, -0.1432, -0.0904, -0.0986, -0.0986, -0.0822, -0.1419, -0.1098, -0.0505, -0.0898, -0.0541, -0.1212, -0.0115, 0.0311, 0.0449, 0.1622, 0.1622, 0.099, 0.0799, 0.0714, 0.0718, 0.1121, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1999078885330133475", "ticker_idx": 0, "ts": "2025-12-11T11:28:42+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Smart people will take this opportunity and keep on buying; the ones who panic will sell to the firms creating this friction", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buy IREN, CIFR, NBIS on space-datacenter hype dip; author frames selloff as hyperscaler price suppression to accumulate cheaply.", "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 sudden hype from $GOOGL, $AMZN & $TSLA about space-based data centers implies only one thing: Price Suppression. They want to keep $IREN, $NBIS, and $CIFR cheap. Here is the reality:\n\nFirst, $GOOGL, $AMZN, and $MSFT have a habit of buying big stakes in companies they like and need. They compound shares in the background, so the longer those shares stay low, the better for these companies.\n\nSecond, it keeps a threat alive. Energy is a huge bottleneck at the moment and our hyperscalers know that. They need energy supply as soon as possible. They have almost no negotiation power at all—every GW available is sold out immediately. The threat of moving to space at least gives them some leverage.\n\nThird, they need energy supply now. The real energy consumption comes from training models, not just running them. Training AI, Robotaxis, and digital twins is causing the real energy shortage. The fact that $GOOGL can't upgrade Gemini or Waymo faster, or $TSLA its Robotaxis, is because of a lack of chips and energy. Space centers are a decade away. They can’t solve the immediate training bottleneck.\n\nSo for $GOOGL and $AMZN the reason is simple: keep those prices down to compound more $IREN, $CIFR, $NBIS. Smart people will take this opportunity and keep on buying; the ones who panic will sell to the firms creating this friction.", "reply_text": null, "parent_text": null, "quoted_text": "JEFF BEZOS AND ELON MUSK RACE TO BRING DATA CENTERS TO SPACE, SOURCES SAY -- WSJ\n\nBEZOS SPACE COMPANY BLUE ORIGIN HAS A TEAM WORKING ON ORBITAL DATA CENTERS -- WSJ\n\nMUSK'S SPACEX HAS PITCHED DATA CENTER PLAN AS PART OF SHARE SALE, SOURCES SAY -- WSJ", "parent_author": null, "ret_m1d": -0.0004551765677915931, "ret_signed_m1d": -0.0004551765677915931, "alpha_spy_m1d": 0.0018663673562516747, "alpha_c_m1d": 0.017405148005451343, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.017860324573242936, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0867090959870408, "ret_signed_p1d": -0.0867090959870408, "alpha_spy_p1d": -0.07595710970877811, "alpha_c_p1d": -0.08816715634454708, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": 0.0014580603575062856, "ret_p1w": -0.18525260910455577, "ret_signed_p1w": -0.18525260910455577, "alpha_spy_p1w": -0.1668245616964107, "alpha_c_p1w": -0.17923846197838433, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.006014147126171432, "ret_p1m": 0.047564866133552375, "ret_signed_p1m": 0.047564866133552375, "alpha_spy_p1m": 0.037478946326919615, "alpha_c_p1m": 0.028341550678816274, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.0192233154547361, "ret_p3m": -0.13245334266548026, "ret_signed_p3m": -0.13245334266548026, "alpha_spy_p3m": -0.11795909687614725, "alpha_c_p3m": -0.04798027807875449, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.08447306458672577, "ret_p6m": 0.23691397753217913, "ret_signed_p6m": 0.23691397753217913, "alpha_spy_p6m": 0.16061985386545063, "alpha_c_p6m": 0.2755038811679005, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.038589903635721345, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.047564866133552375, "alpha_spy_stated": 0.037478946326919615, "alpha_c_stated": 0.028341550678816274, "price_path": [-0.1548, -0.1705, -0.1375, -0.1734, -0.1206, -0.0464, -0.0494, 0.0728, 0.0535, -0.0473, 0.0453, 0.068, 0.0715, 0.0701, 0.1484, 0.3143, 0.4037, 0.3675, 0.4531, 0.3603, 0.4597, 0.5831, 0.5471, 0.4071, 0.3819, 0.3477, 0.2561, 0.1796, 0.2713, 0.4315, 0.4791, 0.4206, 0.3751, 0.325, 0.3826, 0.5419, 0.5164, 0.739, 0.5239, 0.4197, 0.3694, 0.3059, 0.2676, 0.1072, 0.0553, 0.079, 0.1117, 0.043, -0.0107, -0.0382, 0.1036, 0.0803, 0.1026, 0.1026, 0.0881, 0.1036, -0.0642, 0.0005, 0.0571, 0.0175, 0.0546, 0.066, -0.0005, 0.0, -0.0867, -0.1925, -0.1673, -0.2312, -0.1853, -0.0915, -0.0432, -0.0426, -0.0446, -0.0446, -0.0828, -0.1031, -0.1284, -0.1404, -0.1404, -0.0282, 0.0979, 0.0448, -0.0072, 0.0396, 0.0476, 0.1454, 0.206, 0.2035, 0.1809, 0.3159, 0.3159, 0.2349, 0.2171, 0.1893, 0.2899, 0.1916, 0.3653, 0.4324, 0.3619, 0.223, 0.208, 0.2378, 0.0228, -0.0944, -0.048, 0.0503, -0.023, -0.0289, -0.089, -0.0391, -0.0391, -0.0676, -0.0423, -0.0148, -0.0901, -0.036, 0.0344, 0.002, 0.0068, -0.068, -0.058, -0.1158, -0.0023, -0.0868, -0.1648, -0.1161, -0.1325, -0.0446, -0.0585, -0.0537, 0.0228, -0.0223, -0.0394, -0.0519, -0.0603, -0.0405, -0.0642, -0.0571, -0.1477, -0.2014, -0.2804, -0.2198, -0.2242, -0.2087, -0.2087, -0.2005, -0.1866, -0.1618, -0.1566, -0.1051, -0.0198, 0.0781, 0.1111, 0.0856, 0.0951, 0.1088, 0.028, 0.1013, 0.1839, 0.1525, 0.1006, 0.0114, -0.0246, 0.0357, 0.0391, 0.1261, 0.2458, 0.3878, 0.2938, 0.3928, 0.2551, 0.2872, 0.2556, 0.3291, 0.2048, 0.1484, 0.0865, 0.1996, 0.3213, 0.2934, 0.2934, 0.3605, 0.5439, 0.4577, 0.4461, 0.4868, 0.5157, 0.4902, 0.4078, 0.2369]}
{"unit_id": "quote:1999078885330133475", "ticker_idx": 1, "ts": "2025-12-11T11:28:42+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "keep those prices down to compound more $IREN, $CIFR, $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buy IREN, CIFR, NBIS on space-datacenter hype dip; author frames selloff as hyperscaler price suppression to accumulate cheaply.", "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": "The sudden hype from $GOOGL, $AMZN & $TSLA about space-based data centers implies only one thing: Price Suppression. They want to keep $IREN, $NBIS, and $CIFR cheap. Here is the reality:\n\nFirst, $GOOGL, $AMZN, and $MSFT have a habit of buying big stakes in companies they like and need. They compound shares in the background, so the longer those shares stay low, the better for these companies.\n\nSecond, it keeps a threat alive. Energy is a huge bottleneck at the moment and our hyperscalers know that. They need energy supply as soon as possible. They have almost no negotiation power at all—every GW available is sold out immediately. The threat of moving to space at least gives them some leverage.\n\nThird, they need energy supply now. The real energy consumption comes from training models, not just running them. Training AI, Robotaxis, and digital twins is causing the real energy shortage. The fact that $GOOGL can't upgrade Gemini or Waymo faster, or $TSLA its Robotaxis, is because of a lack of chips and energy. Space centers are a decade away. They can’t solve the immediate training bottleneck.\n\nSo for $GOOGL and $AMZN the reason is simple: keep those prices down to compound more $IREN, $CIFR, $NBIS. Smart people will take this opportunity and keep on buying; the ones who panic will sell to the firms creating this friction.", "reply_text": null, "parent_text": null, "quoted_text": "JEFF BEZOS AND ELON MUSK RACE TO BRING DATA CENTERS TO SPACE, SOURCES SAY -- WSJ\n\nBEZOS SPACE COMPANY BLUE ORIGIN HAS A TEAM WORKING ON ORBITAL DATA CENTERS -- WSJ\n\nMUSK'S SPACEX HAS PITCHED DATA CENTER PLAN AS PART OF SHARE SALE, SOURCES SAY -- WSJ", "parent_author": null, "ret_m1d": -0.021186421414757683, "ret_signed_m1d": -0.021186421414757683, "alpha_spy_m1d": -0.018864877490714416, "alpha_c_m1d": -0.026322700209138183, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.0051362787943805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0969279663692395, "ret_signed_p1d": -0.0969279663692395, "alpha_spy_p1d": -0.08617598009097682, "alpha_c_p1d": -0.06800332064793102, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.028924645721308484, "ret_p1w": -0.19756354385795827, "ret_signed_p1w": -0.19756354385795827, "alpha_spy_p1w": -0.1791354964498132, "alpha_c_p1w": -0.15410881557126832, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.04345472828668995, "ret_p1m": -0.11917373411094168, "ret_signed_p1m": -0.11917373411094168, "alpha_spy_p1m": -0.12925965391757444, "alpha_c_p1m": -0.1083721435334023, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": -0.010801590577539377, "ret_p3m": -0.2605931854511724, "ret_signed_p3m": -0.2605931854511724, "alpha_spy_p3m": -0.24609893966183938, "alpha_c_p3m": -0.20654164687105347, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.05405153858011891, "ret_p6m": 0.18908907631688132, "ret_signed_p6m": 0.18908907631688132, "alpha_spy_p6m": 0.11279495265015282, "alpha_c_p6m": -0.03276675691369957, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.2218558332305809, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11917373411094168, "alpha_spy_stated": -0.12925965391757444, "alpha_c_stated": -0.1083721435334023, "price_path": [-0.4253, -0.3904, -0.3443, -0.3724, -0.3496, -0.2606, -0.2505, -0.2511, -0.3824, -0.3925, -0.33, -0.3332, -0.3326, -0.2685, -0.2214, -0.1875, -0.1658, -0.0678, -0.0471, -0.1012, 0.0773, 0.1065, 0.1139, -0.0085, -0.0064, 0.0546, -0.0426, -0.1467, -0.0861, 0.0943, 0.0879, 0.0572, 0.0376, 0.0101, -0.0122, 0.2055, 0.1923, 0.3088, 0.1499, 0.0959, 0.0408, -0.0111, -0.0794, -0.2092, -0.2394, -0.2399, -0.2278, -0.2256, -0.2288, -0.2505, -0.1149, -0.072, 0.0143, 0.0143, 0.0779, 0.0429, -0.0657, -0.0132, 0.0503, 0.0212, 0.0318, 0.036, -0.0212, 0.0, -0.0969, -0.2193, -0.206, -0.2378, -0.1976, -0.1414, -0.1345, -0.1573, -0.1409, -0.1409, -0.1954, -0.2013, -0.2272, -0.2182, -0.2182, -0.1419, -0.0381, -0.071, -0.1483, -0.1234, -0.1192, -0.0636, -0.0334, -0.0397, -0.072, -0.0042, -0.0042, -0.0508, -0.0614, -0.0789, -0.0694, -0.1266, -0.0069, 0.0048, -0.0625, -0.1547, -0.1626, -0.1388, -0.2452, -0.3273, -0.2198, -0.1123, -0.0943, -0.1377, -0.1472, -0.1303, -0.1303, -0.1716, -0.1833, -0.1631, -0.224, -0.1939, -0.0932, -0.1202, -0.1271, -0.1737, -0.1653, -0.2209, -0.1504, -0.1976, -0.2786, -0.2421, -0.2606, -0.2526, -0.2738, -0.2542, -0.1981, -0.2007, -0.223, -0.2246, -0.2579, -0.2113, -0.2119, -0.1589, -0.2399, -0.272, -0.3636, -0.3183, -0.3305, -0.321, -0.321, -0.2929, -0.2579, -0.1833, -0.1335, -0.1245, -0.0593, -0.0228, -0.0466, -0.0816, 0.026, 0.0217, -0.0445, 0.0297, -0.0101, -0.036, -0.0381, -0.0858, -0.1038, -0.0604, -0.0975, -0.0524, 0.1706, 0.1605, 0.0956, 0.0885, 0.0742, 0.0625, 0.125, 0.1806, 0.0768, 0.0127, -0.0042, 0.0318, 0.1398, 0.1637, 0.1637, 0.2193, 0.3326, 0.3024, 0.2526, 0.2717, 0.3925, 0.3898, 0.3533, 0.1891]}
{"unit_id": "quote:1999078885330133475", "ticker_idx": 2, "ts": "2025-12-11T11:28:42+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "keep those prices down to compound more $IREN, $CIFR, $NBIS", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Buy IREN, CIFR, NBIS on space-datacenter hype dip; author frames selloff as hyperscaler price suppression to accumulate cheaply.", "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": "The sudden hype from $GOOGL, $AMZN & $TSLA about space-based data centers implies only one thing: Price Suppression. They want to keep $IREN, $NBIS, and $CIFR cheap. Here is the reality:\n\nFirst, $GOOGL, $AMZN, and $MSFT have a habit of buying big stakes in companies they like and need. They compound shares in the background, so the longer those shares stay low, the better for these companies.\n\nSecond, it keeps a threat alive. Energy is a huge bottleneck at the moment and our hyperscalers know that. They need energy supply as soon as possible. They have almost no negotiation power at all—every GW available is sold out immediately. The threat of moving to space at least gives them some leverage.\n\nThird, they need energy supply now. The real energy consumption comes from training models, not just running them. Training AI, Robotaxis, and digital twins is causing the real energy shortage. The fact that $GOOGL can't upgrade Gemini or Waymo faster, or $TSLA its Robotaxis, is because of a lack of chips and energy. Space centers are a decade away. They can’t solve the immediate training bottleneck.\n\nSo for $GOOGL and $AMZN the reason is simple: keep those prices down to compound more $IREN, $CIFR, $NBIS. Smart people will take this opportunity and keep on buying; the ones who panic will sell to the firms creating this friction.", "reply_text": null, "parent_text": null, "quoted_text": "JEFF BEZOS AND ELON MUSK RACE TO BRING DATA CENTERS TO SPACE, SOURCES SAY -- WSJ\n\nBEZOS SPACE COMPANY BLUE ORIGIN HAS A TEAM WORKING ON ORBITAL DATA CENTERS -- WSJ\n\nMUSK'S SPACEX HAS PITCHED DATA CENTER PLAN AS PART OF SHARE SALE, SOURCES SAY -- WSJ", "parent_author": null, "ret_m1d": -0.007318651361265971, "ret_signed_m1d": -0.007318651361265971, "alpha_spy_m1d": -0.004997107437222703, "alpha_c_m1d": -0.009544499006334695, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": 0.0022258476450687237, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06989813770911646, "ret_signed_p1d": -0.06989813770911646, "alpha_spy_p1d": -0.05914615143085378, "alpha_c_p1d": -0.06767229006404785, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.0022258476450686127, "ret_p1w": -0.1717225567567725, "ret_signed_p1w": -0.1717225567567725, "alpha_spy_p1w": -0.15329450934862743, "alpha_c_p1w": -0.1688118126344128, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.0029107441223596986, "ret_p1m": 0.03871448422929347, "ret_signed_p1m": 0.03871448422929347, "alpha_spy_p1m": 0.028628564422660707, "alpha_c_p1m": 0.026029597769733792, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.012684886459559674, "ret_p3m": 0.022804428868438142, "ret_signed_p3m": 0.022804428868438142, "alpha_spy_p3m": 0.03729867465777115, "alpha_c_p3m": 0.014671546825116177, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": 0.008132882043321965, "ret_p6m": 1.4163131152757185, "ret_signed_p6m": 1.4163131152757185, "alpha_spy_p6m": 1.34001899160899, "alpha_c_p6m": 1.4541606976016985, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": -0.03784758232598018, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03871448422929347, "alpha_spy_stated": 0.028628564422660707, "alpha_c_stated": 0.026029597769733792, "price_path": [-0.0352, -0.0514, -0.0021, -0.0017, 0.0534, 0.1307, 0.1434, 0.201, 0.1449, 0.1423, 0.1691, 0.1908, 0.2262, 0.3351, 0.3574, 0.3252, 0.2484, 0.294, 0.4069, 0.3744, 0.4368, 0.3592, 0.3346, 0.305, 0.2032, 0.1561, 0.1061, 0.046, 0.126, 0.2437, 0.3304, 0.2922, 0.3269, 0.3171, 0.3876, 0.2778, 0.1725, 0.241, 0.1608, 0.1803, 0.1662, 0.0842, 0.0008, -0.0599, -0.1139, -0.088, -0.0397, 0.0084, -0.1022, -0.1169, -0.0252, -0.0573, 0.0043, 0.0043, 0.0063, 0.0623, 0.023, 0.0492, 0.0904, 0.0399, 0.0642, 0.0226, -0.0073, 0.0, -0.0699, -0.1394, -0.1414, -0.1997, -0.1717, -0.0511, -0.0111, -0.0451, -0.0334, -0.0334, -0.071, -0.0874, -0.0966, -0.1122, -0.1122, -0.0459, -0.0154, 0.0632, 0.0205, 0.032, 0.0387, 0.1384, 0.1183, 0.0817, 0.1019, 0.1533, 0.1533, 0.0531, 0.0487, 0.0273, 0.0023, -0.0299, 0.0381, 0.0652, 0.0067, -0.0964, -0.0649, -0.0459, -0.1261, -0.2165, -0.0868, -0.0148, -0.0264, -0.0601, -0.0483, 0.0396, 0.0396, 0.0344, 0.0798, 0.1414, 0.0386, 0.0671, 0.088, 0.1256, 0.1124, -0.0328, -0.0347, -0.0793, 0.0371, 0.0145, -0.0525, 0.007, 0.0228, 0.1879, 0.1459, 0.198, 0.3773, 0.2339, 0.2575, 0.2889, 0.2476, 0.2108, 0.2188, 0.2207, 0.124, 0.0694, -0.0214, 0.1006, 0.0814, 0.1542, 0.1542, 0.1937, 0.2452, 0.3258, 0.446, 0.5377, 0.6394, 0.7176, 0.7689, 0.7537, 0.6667, 0.6882, 0.6605, 0.6561, 0.6661, 0.5609, 0.5375, 0.4373, 0.4976, 0.4662, 0.6386, 0.8712, 0.8659, 1.0693, 0.9598, 0.8779, 0.9739, 0.8998, 1.1985, 1.3457, 1.3328, 1.1199, 1.0973, 1.0346, 1.3327, 1.278, 1.278, 1.2068, 1.2101, 1.4007, 1.4511, 1.8056, 1.7639, 1.6695, 1.7542, 1.4163]}
{"unit_id": "reply:2000998578567999836", "ticker_idx": 0, "ts": "2025-12-16T18:36:52+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 some extra $IREN today 👌", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position today amid AI stock selloff.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TheRayMyers Bought some extra $IREN today 👌", "reply_text": null, "parent_text": "AI Stocks are imploding, don't panic! 🔴\n\nHere are 10 companies that will dominate the AI age:\n\n1/ $IREN\n\n$IREN is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.\n\nAs the CEO says, the https://t.co/aZNnBRrjZr", "quoted_text": null, "parent_author": "TheRayMyers", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "alpha_c_stated": 0.45070765785245626, "price_path": [-0.0074, 0.056, 0.1451, 0.1416, 0.2883, 0.2651, 0.144, 0.2553, 0.2826, 0.2867, 0.2851, 0.3791, 0.5783, 0.6857, 0.6423, 0.745, 0.6335, 0.7529, 0.9011, 0.8579, 0.6898, 0.6595, 0.6185, 0.5085, 0.4165, 0.5266, 0.719, 0.7762, 0.7059, 0.6513, 0.5911, 0.6603, 0.8516, 0.821, 1.0883, 0.83, 0.7048, 0.6444, 0.5682, 0.5223, 0.3296, 0.2673, 0.2957, 0.3351, 0.2525, 0.188, 0.155, 0.3252, 0.2973, 0.3241, 0.3241, 0.3066, 0.3252, 0.1238, 0.2014, 0.2695, 0.2219, 0.2665, 0.2801, 0.2003, 0.2009, 0.0967, -0.0303, 0.0, -0.0768, -0.0216, 0.091, 0.1489, 0.1498, 0.1473, 0.1473, 0.1014, 0.0771, 0.0467, 0.0322, 0.0322, 0.167, 0.3184, 0.2547, 0.1923, 0.2484, 0.258, 0.3755, 0.4482, 0.4452, 0.4181, 0.5802, 0.5802, 0.4829, 0.4616, 0.4283, 0.5491, 0.431, 0.6395, 0.7201, 0.6354, 0.4687, 0.4507, 0.4865, 0.2282, 0.0875, 0.1432, 0.2613, 0.1733, 0.1662, 0.094, 0.1539, 0.1539, 0.1197, 0.15, 0.1831, 0.0926, 0.1577, 0.2421, 0.2033, 0.2091, 0.1192, 0.1312, 0.0618, 0.1981, 0.0966, 0.003, 0.0615, 0.0418, 0.1473, 0.1306, 0.1364, 0.2282, 0.1741, 0.1536, 0.1386, 0.1285, 0.1522, 0.1238, 0.1323, 0.0235, -0.041, -0.1358, -0.0631, -0.0683, -0.0497, -0.0497, -0.0399, -0.0232, 0.0066, 0.0128, 0.0746, 0.1771, 0.2946, 0.3342, 0.3036, 0.3151, 0.3315, 0.2345, 0.3225, 0.4217, 0.384, 0.3217, 0.2145, 0.1714, 0.2438, 0.2479, 0.3523, 0.496, 0.6666, 0.5537, 0.6726, 0.5072, 0.5458, 0.5078, 0.5961, 0.4468, 0.3791, 0.3047, 0.4406, 0.5868, 0.5532, 0.5532, 0.6338, 0.8541, 0.7505, 0.7365, 0.7855, 0.8202, 0.7896, 0.6906, 0.4854, 0.6177, 0.4764, 0.408]}
{"unit_id": "orig:2016258332927877201", "ticker_idx": 0, "ts": "2026-01-27T21:13:41+00:00", "symbol": "STX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "guidance for even higher sales next quarter, $STX signals that the storage market up-cycle is accelerating and its pricing power remains strong", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long STX: double beat, HAMR/Mozaic ramp, $600M FCF, debt paydown, and accelerating up-cycle with rising guidance.", "resolved_tickers": ["STX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$STX with another massive double beat. Despite the double beat, the stock is reacting at the moment. \n\nThe primary driver is the booming demand from modern data centers, which require massive storage capacity to support AI applications. Seagate is successfully meeting this need with its advanced HAMR-based Mozaic hard drives, which are now ramping up production. \n\nFinancially, the company is robust, generating over $600 million in free cash flow and using it to pay down $500 million in debt. With guidance for even higher sales next quarter, $STX signals that the storage market up-cycle is accelerating and its pricing power remains strong.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.16068003132681086, "ret_signed_m1d": -0.16068003132681086, "alpha_spy_m1d": -0.16078070604151362, "alpha_c_m1d": -0.1527729236218216, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.007907107704989258, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00821807317182155, "ret_signed_p1d": 0.00821807317182155, "alpha_spy_p1d": 0.010202450326655343, "alpha_c_p1d": 0.024032493580509073, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": -0.015814420408687524, "ret_p1w": -0.05486190986213679, "ret_signed_p1w": -0.05486190986213679, "alpha_spy_p1w": -0.04158943546735194, "alpha_c_p1w": 0.01958685629675827, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.07444876615889506, "ret_p1m": -0.07509082710005355, "ret_signed_p1m": -0.07509082710005355, "alpha_spy_p1m": -0.0662903923546948, "alpha_c_p1m": -0.0200080839836283, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.05508274311642525, "ret_p3m": 0.34761564055751437, "ret_signed_p3m": 0.34761564055751437, "alpha_spy_p3m": 0.31640692016843164, "alpha_c_p3m": 0.27028766753042444, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.07732797302708994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.34761564055751437, "alpha_spy_stated": 0.31640692016843164, "alpha_c_stated": 0.27028766753042444, "price_path": [-0.4238, -0.402, -0.4362, -0.379, -0.3729, -0.371, -0.338, -0.3515, -0.3622, -0.4088, -0.4186, -0.4114, -0.4284, -0.4165, -0.4584, -0.4652, -0.4294, -0.4103, -0.3869, -0.3869, -0.377, -0.3918, -0.3991, -0.4175, -0.4019, -0.3722, -0.3573, -0.3631, -0.3269, -0.3068, -0.3523, -0.3569, -0.3512, -0.3748, -0.3425, -0.3327, -0.3631, -0.3632, -0.3559, -0.3559, -0.3538, -0.3649, -0.3677, -0.3783, -0.3783, -0.3508, -0.3457, -0.254, -0.304, -0.3578, -0.3136, -0.2742, -0.2811, -0.295, -0.2768, -0.2635, -0.2635, -0.264, -0.2229, -0.2176, -0.2186, -0.1911, -0.1607, 0.0, 0.0082, -0.0796, -0.0225, 0.0034, -0.0549, -0.0846, -0.0307, -0.0405, -0.1054, -0.0806, -0.0266, -0.0382, -0.0382, -0.0609, -0.0424, -0.0767, -0.0718, -0.0802, -0.1059, -0.0476, -0.0751, -0.0792, -0.1432, -0.1926, -0.1533, -0.1707, -0.2035, -0.1549, -0.1324, -0.1286, -0.1557, -0.1337, -0.0997, -0.0493, -0.0816, -0.0188, -0.0716, -0.0878, -0.0406, -0.0654, -0.1433, -0.1404, -0.1803, -0.114, -0.0431, -0.0289, -0.0289, 0.0252, 0.0601, 0.1224, 0.1326, 0.1379, 0.1609, 0.2064, 0.1751, 0.2028, 0.2388, 0.2207, 0.2663, 0.3115, 0.329, 0.3259, 0.3476, 0.3096, 0.4549, 0.5235, 0.644, 0.6703, 0.7437, 0.7786, 0.7334, 0.77, 0.8862, 0.8292, 0.8485, 0.8201, 0.7991, 0.6755, 0.6586, 0.6986, 0.833, 0.8381, 0.8381, 0.9128, 0.9691, 0.9919, 0.9898, 1.0836, 1.0957, 1.1275, 1.0942, 0.9167, 0.9829, 0.9134, 0.8455, 0.9633, 1.1057, 1.3042, 1.3325, 1.4111, 1.4205, 1.4205, 1.4743, 1.3489, 1.248, 1.3206, 1.0367, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1992169172227223609", "ticker_idx": 0, "ts": "2025-11-22T09:51:58+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm holding it for over 2 years now. Never sold a single share of it and I'm not planning to. I think it's the best company to hold in the mag7", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long GOOGL; held 2+ years, no plans to sell, rates it the best Mag7 company.", "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": "@TheEUInvestor Yes, I’m holding it for over 2 years now. Never sold a single share of it and I’m not planning to. I think it’s the best company to hold in the mag7.", "reply_text": null, "parent_text": "@Kaizen_Investor I can only agree, was pounding the table on $GOOGL during the “Search is Dead”\ndays, it’s one of the best performers in my portfolio. Do you hold it?", "quoted_text": null, "parent_author": "TheEUInvestor", "ret_m1d": -0.05938845608864629, "ret_signed_m1d": -0.05938845608864629, "alpha_spy_m1d": -0.044883526969239806, "alpha_c_m1d": -0.049566386620715774, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015255244752224506, "ret_signed_p1d": 0.015255244752224506, "alpha_spy_p1d": 0.005849223794494485, "alpha_c_p1d": 0.003840340981365431, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.011414903770859075, "ret_p1w": -0.011582476096434147, "ret_signed_p1w": -0.011582476096434147, "alpha_spy_p1w": -0.028839087366873684, "alpha_c_p1w": -0.027864169203954847, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0162816931075207, "ret_p1m": -0.012632208777884402, "ret_signed_p1m": -0.012632208777884402, "alpha_spy_p1m": -0.044428167050894474, "alpha_c_p1m": -0.05475266893274122, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.04212046015485682, "ret_p3m": -0.04875349402999929, "ret_signed_p3m": -0.04875349402999929, "alpha_spy_p3m": -0.075330081550259, "alpha_c_p3m": -0.07089976297811618, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 0.21849038324121017, "ret_signed_p6m": 0.21849038324121017, "alpha_spy_p6m": 0.1150436623084008, "alpha_c_p6m": 0.1867592464778356, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3493, -0.3363, -0.3323, -0.3323, -0.3372, -0.2766, -0.2715, -0.263, -0.2654, -0.2478, -0.2493, -0.2455, -0.2441, -0.2102, -0.2116, -0.2167, -0.2089, -0.2005, -0.2073, -0.2101, -0.2242, -0.2285, -0.2261, -0.2339, -0.2369, -0.2313, -0.2288, -0.2299, -0.2139, -0.2286, -0.2322, -0.2419, -0.2574, -0.2336, -0.2295, -0.212, -0.2107, -0.2049, -0.1947, -0.2138, -0.21, -0.2056, -0.1841, -0.1548, -0.1604, -0.1381, -0.1165, -0.1174, -0.1094, -0.1288, -0.1076, -0.1062, -0.1248, -0.0894, -0.0856, -0.1, -0.1256, -0.1324, -0.1053, -0.1077, -0.0809, -0.0914, -0.0594, 0.0, 0.0153, 0.0043, 0.0043, 0.005, -0.0116, -0.0087, 0.0033, -0.003, 0.0084, -0.0146, -0.0041, 0.0058, -0.0187, -0.0285, -0.0319, -0.0371, -0.068, -0.05, -0.0352, -0.027, -0.0126, -0.0134, -0.0134, -0.0153, -0.0151, -0.0142, -0.0169, -0.0169, -0.0101, -0.0058, -0.0127, 0.0113, 0.0222, 0.032, 0.0424, 0.0553, 0.0549, 0.0453, 0.0365, 0.0365, 0.0114, 0.0314, 0.0382, 0.03, 0.0468, 0.0508, 0.0554, 0.0624, 0.0617, 0.0795, 0.067, 0.0461, 0.0405, 0.0141, 0.0187, 0.0007, -0.0233, -0.0294, -0.0397, -0.0397, -0.0514, -0.0472, -0.0488, -0.0107, -0.0216, -0.0235, -0.0172, -0.0345, -0.0208, -0.0372, -0.0465, -0.0479, -0.0549, -0.0624, -0.0371, -0.0349, -0.0297, -0.0459, -0.0499, -0.0396, -0.0227, -0.0329, -0.0346, -0.0539, -0.0506, -0.0871, -0.0856, -0.117, -0.1377, -0.1403, -0.0961, -0.0652, -0.0703, -0.0703, -0.0571, -0.0399, -0.0026, 0.0011, -0.0029, 0.0099, 0.0464, 0.0596, 0.0562, 0.074, 0.0606, 0.0445, 0.0665, 0.0652, 0.0825, 0.1012, 0.0994, 0.0999, 0.2095, 0.2123, 0.2046, 0.2209, 0.2511, 0.251, 0.2598, 0.2216, 0.2175, 0.2655, 0.2606, 0.2472, 0.2477, 0.2185]}
{"unit_id": "reply:2000698693742215601", "ticker_idx": 0, "ts": "2025-12-15T22:45:14+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 a clear opportunity right now", "tweet_type": "prediction", "timeline": "unspecified", "summary": "IREN is a clear buying opportunity at current 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": "reply_other", "lang": "en", "tweet_text": "@TheTechInvest It’s funny how people believe your thesis when candles are green but don’t trust you when they turn red. $IREN is a clear opportunity right now.", "reply_text": null, "parent_text": "China is still struggling to get $NVDA H200 chips. We are not talking about B200 or B300 or Rubin.\n\nYet, $IREN bears still think the company needs to build its DCs from scratch.\n\n5 years is all $IREN needs to own every single equipment in its DCs and reuse them for colocation or", "quoted_text": null, "parent_author": "TheTechInvest", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "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:2010283178616070230", "ticker_idx": 0, "ts": "2026-01-11T09:30:33+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVO still undervalued imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVO is undervalued on P/E basis despite LLY's superior growth rate; bullish lean on NVO.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@TacticzH If you look at the 5-year CAGR instead of the 10-year CAGR, he would have noticed that $LLY is growing at least double the amount of $NVO in revenue and EPS. \n\nThat said though $LLY is 3.5 times more expensive according to P/E. So $NVO still undervalued imo.", "reply_text": null, "parent_text": "$NVO is undervalued. But the rest of this take is not very well-researched. If you wanna invest in $NVO you better know the facts. \n\n$LLY is not growing ''a little bit faster''. They caught up from scratch to overtaking $NVO within the span of 3/4 years in the obesity landscape.", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.017540893715977002, "ret_signed_m1d": -0.017540893715977002, "alpha_spy_m1d": -0.015972923108099724, "alpha_c_m1d": -0.015972923108099724, "bench_spy_m1d": -0.0015679706078772782, "bench_c_m1d": -0.0015679706078772782, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036752153691664846, "ret_signed_p1d": -0.0036752153691664846, "alpha_spy_p1d": -0.0016757086037846314, "alpha_c_p1d": -0.0016757086037846314, "bench_spy_p1d": -0.0019995067653818532, "bench_c_p1d": -0.0019995067653818532, "ret_p1w": 0.041263014639818296, "ret_signed_p1w": 0.041263014639818296, "alpha_spy_p1w": 0.04629783852204783, "alpha_c_p1w": 0.04629783852204783, "bench_spy_p1w": -0.005034823882229533, "bench_c_p1w": -0.005034823882229533, "ret_p1m": -0.17941863537867975, "ret_signed_p1m": -0.17941863537867975, "alpha_spy_p1m": -0.17504554734689237, "alpha_c_p1m": -0.17504554734689237, "bench_spy_p1m": -0.0043730880317873755, "bench_c_p1m": -0.0043730880317873755, "ret_p3m": -0.35160198985254476, "ret_signed_p3m": -0.35160198985254476, "alpha_spy_p3m": -0.3323356525150196, "alpha_c_p3m": -0.3323356525150196, "bench_spy_p3m": -0.01926633733752514, "bench_c_p3m": -0.01926633733752514, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.17941863537867975, "alpha_spy_stated": -0.17504554734689237, "alpha_c_stated": -0.17504554734689237, "price_path": [-0.0525, -0.063, -0.0917, -0.0688, -0.0849, -0.1083, -0.1108, -0.1153, -0.1164, -0.1305, -0.1418, -0.164, -0.1737, -0.1796, -0.194, -0.1904, -0.223, -0.2369, -0.2325, -0.1789, -0.1604, -0.1788, -0.1938, -0.1904, -0.2056, -0.1814, -0.2048, -0.2043, -0.2487, -0.2138, -0.1863, -0.1863, -0.1756, -0.1909, -0.2077, -0.2053, -0.1983, -0.2005, -0.2187, -0.2255, -0.1806, -0.1599, -0.1617, -0.1585, -0.1821, -0.202, -0.2046, -0.1966, -0.1965, -0.1378, -0.122, -0.122, -0.1246, -0.1402, -0.1443, -0.15, -0.15, -0.1248, -0.0794, -0.0601, -0.055, -0.0421, -0.0175, 0.0, -0.0037, -0.0159, -0.0458, 0.0413, 0.0413, 0.0137, -0.009, 0.0396, 0.0401, 0.0688, 0.0506, 0.0079, -0.0089, -0.0072, -0.0155, -0.1597, -0.2117, -0.276, -0.2041, -0.1752, -0.1794, -0.1858, -0.1826, -0.1719, -0.1719, -0.1752, -0.1776, -0.1906, -0.2078, -0.338, -0.3553, -0.3625, -0.3715, -0.3744, -0.3692, -0.3876, -0.3568, -0.3473, -0.3555, -0.3354, -0.3532, -0.3513, -0.3649, -0.3659, -0.3555, -0.358, -0.3744, -0.3806, -0.3897, -0.3849, -0.3837, -0.3931, -0.3919, -0.3979, -0.3888, -0.3636, -0.3682, -0.3596, -0.3596, -0.3649, -0.3608, -0.3487, -0.3516, -0.3502, -0.3423, -0.319, -0.2932, -0.2912, -0.2983, -0.2993, -0.3173, -0.322, -0.3329, -0.287, -0.2865, -0.287, -0.3022, -0.2688, -0.2401, -0.2312, -0.2229, -0.2075, -0.2068, -0.2021, -0.1964, -0.186, -0.1847, -0.2068, -0.2252, -0.2331, -0.2331, -0.2195, -0.2312, -0.2214, -0.2214, -0.2347, -0.2285, -0.2118, -0.2106, -0.2368, -0.2567, -0.2726, -0.2423, -0.256, -0.2896, -0.2693, -0.2586, -0.2387, -0.2401, -0.2394, -0.2458, -0.2463, -0.252, -0.252, -0.2054, -0.1788, -0.1789, -0.175, -0.1675, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019158368238150009", "ticker_idx": 0, "ts": "2026-02-04T21:17:23+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Alphabet's latest report shows a company successfully shifting from AI experimentation to serious profit", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL: cloud up 35%, AI Overviews boosting ads, YouTube Shorts profitable, margins protected by Project EAT despite $130B capex.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$GOOGL down 2% after a massive double beat. \n\nAlphabet’s latest report shows a company successfully shifting from AI experimentation to serious profit. The standout was Google Cloud, where revenue surged over 35% as a massive backlog of deals turned into cash, fueled by enterprise adoption of Gemini 3. \n\nDespite fears of search disruption, new AI Overviews are actually boosting user engagement and ad performance. To maintain this lead, Alphabet signaled a major jump in 2026 capital spending to roughly $130 billion, though its internal efficiency program, Project EAT, is effectively shielding profit margins from these rising costs. \n\nYouTube Shorts is also maturing, now proving to be a highly profitable challenger. Overall, it’s a story of high-speed AI growth and disciplined scale.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0054038227209625145, "ret_signed_m1d": 0.0054038227209625145, "alpha_spy_m1d": -0.007243416300074301, "alpha_c_m1d": 0.00032677155088745025, "bench_spy_m1d": 0.012647239021036816, "bench_c_m1d": 0.005077051170075064, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025328291524331137, "ret_signed_p1d": -0.025328291524331137, "alpha_spy_p1d": -0.04451307800115112, "alpha_c_p1d": -0.02145607180364517, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": -0.0038722197206859654, "ret_p1w": -0.0671697959344073, "ret_signed_p1w": -0.0671697959344073, "alpha_spy_p1w": -0.0725563431310321, "alpha_c_p1w": -0.053659783042856124, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": -0.013510012891551182, "ret_p1m": -0.0988075133421259, "ret_signed_p1m": -0.0988075133421259, "alpha_spy_p1m": -0.09107459538668483, "alpha_c_p1m": -0.10956396537433644, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": 0.01075645203221054, "ret_p3m": 0.17344436112358252, "ret_signed_p3m": 0.17344436112358252, "alpha_spy_p3m": 0.10242127936226875, "alpha_c_p3m": 0.175260126507519, "bench_spy_p3m": 0.07102308176131378, "bench_c_p3m": -0.001815765383936463, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0988075133421259, "alpha_spy_stated": -0.09107459538668483, "alpha_c_stated": -0.10956396537433644, "price_path": [-0.1248, -0.1211, -0.135, -0.1596, -0.1661, -0.1401, -0.1424, -0.1166, -0.1268, -0.096, -0.0389, -0.0242, -0.0347, -0.0347, -0.0341, -0.05, -0.0472, -0.0357, -0.0418, -0.0308, -0.0529, -0.0428, -0.0333, -0.0568, -0.0663, -0.0695, -0.0745, -0.1042, -0.0869, -0.0727, -0.0648, -0.051, -0.0518, -0.0518, -0.0536, -0.0534, -0.0525, -0.0551, -0.0551, -0.0486, -0.0444, -0.051, -0.028, -0.0175, -0.0081, 0.0018, 0.0142, 0.0139, 0.0046, -0.0038, -0.0038, -0.0279, -0.0087, -0.0021, -0.01, 0.0061, 0.01, 0.0144, 0.0211, 0.0204, 0.0376, 0.0255, 0.0054, 0.0, -0.0253, -0.0209, -0.0382, -0.0613, -0.0672, -0.0771, -0.0771, -0.0882, -0.0843, -0.0857, -0.0491, -0.0597, -0.0614, -0.0554, -0.0721, -0.0588, -0.0747, -0.0835, -0.0849, -0.0917, -0.0988, -0.0745, -0.0724, -0.0674, -0.083, -0.0868, -0.0769, -0.0607, -0.0705, -0.0722, -0.0907, -0.0875, -0.1226, -0.1211, -0.1513, -0.1712, -0.1738, -0.1313, -0.1016, -0.1065, -0.1065, -0.0937, -0.0772, -0.0414, -0.0378, -0.0416, -0.0293, 0.0057, 0.0184, 0.0151, 0.0322, 0.0193, 0.0038, 0.0251, 0.0238, 0.0404, 0.0584, 0.0567, 0.0572, 0.1625, 0.1652, 0.1578, 0.1734, 0.2025, 0.2023, 0.2108, 0.1741, 0.1702, 0.2163, 0.2116, 0.1987, 0.1992, 0.1711, 0.1749, 0.1711, 0.1569, 0.1569, 0.1748, 0.1747, 0.1786, 0.149, 0.137, 0.0931, 0.0845, 0.1244, 0.1133, 0.0982, 0.1011, 0.0773, 0.0815, 0.0872, 0.1165, 0.1283, 0.0997, 0.1125, 0.1125, 0.057, 0.0463, 0.0437, 0.039, 0.0199, null, null, null, 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:1978442566551941225", "ticker_idx": 0, "ts": "2025-10-15T12:47:20+00:00", "symbol": "LVMHF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LVMH will be back in no time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish LVMH; expects a quick recovery.", "resolved_tickers": ["LVMHF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Luxury Goods", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mr_Derivatives $LVMH will be back in no time", "reply_text": null, "parent_text": "$LVMHF\n\nWhat if....? https://t.co/0dlr31t4HA", "quoted_text": null, "parent_author": "Mr_Derivatives", "ret_m1d": -0.06682030224207258, "ret_signed_m1d": -0.06682030224207258, "alpha_spy_m1d": -0.06240039464444447, "alpha_c_m1d": -0.06240039464444447, "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": 0.008064426023713489, "ret_signed_p1d": 0.008064426023713489, "alpha_spy_p1d": 0.014874745623935426, "alpha_c_p1d": 0.014874745623935426, "bench_spy_p1d": -0.006810319600221937, "bench_c_p1d": -0.006810319600221937, "ret_p1w": 0.041546571294391654, "ret_signed_p1w": 0.041546571294391654, "alpha_spy_p1w": 0.037592681626750224, "alpha_c_p1w": 0.037592681626750224, "bench_spy_p1w": 0.00395388966764143, "bench_c_p1w": 0.00395388966764143, "ret_p1m": 0.05990787271794762, "ret_signed_p1m": 0.05990787271794762, "alpha_spy_p1m": 0.049579612722686406, "alpha_c_p1m": 0.049579612722686406, "bench_spy_p1m": 0.010328259995261213, "bench_c_p1m": 0.010328259995261213, "ret_p3m": 0.09835382989052932, "ret_signed_p3m": 0.09835382989052932, "alpha_spy_p3m": 0.050179492370127754, "alpha_c_p3m": 0.050179492370127754, "bench_spy_p3m": 0.04817433752040157, "bench_c_p3m": 0.04817433752040157, "ret_p6m": -0.16617493190741062, "ret_signed_p6m": -0.16617493190741062, "alpha_spy_p6m": -0.1941547890526072, "alpha_c_p6m": -0.1941547890526072, "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": 0.05990787271794762, "alpha_spy_stated": 0.049579612722686406, "alpha_c_stated": 0.049579612722686406, "price_path": [-0.2054, -0.2127, -0.2097, -0.1711, -0.2012, -0.1661, -0.182, -0.1997, -0.2108, -0.2231, -0.2268, -0.2305, -0.2386, -0.2314, -0.2281, -0.224, -0.2296, -0.2272, -0.2108, -0.2051, -0.2018, -0.1968, -0.1791, -0.1748, -0.1881, -0.1627, -0.1762, -0.18, -0.1588, -0.1338, -0.1461, -0.1461, -0.1317, -0.1244, -0.1592, -0.1619, -0.1594, -0.1633, -0.1751, -0.1711, -0.1688, -0.144, -0.1328, -0.123, -0.1198, -0.1345, -0.1398, -0.1209, -0.1388, -0.1542, -0.1329, -0.1146, -0.1183, -0.1092, -0.0819, -0.069, -0.0719, -0.0599, -0.0402, -0.0757, -0.0893, -0.0957, -0.0668, 0.0, 0.0081, 0.0163, 0.0268, 0.0282, 0.0415, 0.0415, 0.0241, 0.024, 0.0301, 0.0348, 0.01, 0.0201, 0.017, 0.0022, 0.0189, -0.0006, 0.0097, 0.0364, 0.0618, 0.0836, 0.0599, 0.0657, 0.03, 0.0138, 0.0142, 0.0107, 0.0244, 0.0318, 0.0331, 0.0444, 0.0444, 0.0628, 0.0634, 0.0785, 0.0748, 0.0705, 0.0552, 0.0491, 0.036, 0.0873, 0.072, 0.067, 0.0699, 0.0777, 0.0753, 0.078, 0.0696, 0.073, 0.0733, 0.0844, 0.0844, 0.0841, 0.0837, 0.0901, 0.0953, 0.0953, 0.096, 0.0895, 0.093, 0.0752, 0.0786, 0.0992, 0.0984, 0.0918, 0.0763, 0.0611, 0.0195, 0.0195, -0.0325, 0.0084, 0.019, 0.0134, 0.0143, 0.0241, -0.0466, -0.0514, -0.0578, -0.0594, -0.096, -0.0817, -0.0852, -0.0761, -0.0843, -0.0724, -0.0891, -0.088, -0.1139, -0.1139, -0.0983, -0.081, -0.08, -0.051, -0.0463, -0.0403, -0.0474, -0.06, -0.0703, -0.1153, -0.1421, -0.1317, -0.1553, -0.1574, -0.1429, -0.1496, -0.1575, -0.1657, -0.2069, -0.1968, -0.2067, -0.2214, -0.2235, -0.2362, -0.2098, -0.2228, -0.2256, -0.2314, -0.2446, -0.2325, -0.2026, -0.2125, -0.2068, -0.2068, -0.2052, -0.209, -0.1575, -0.1662]}
{"unit_id": "reply:1996333194355023902", "ticker_idx": 0, "ts": "2025-12-03T21:38:18+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some extra $IREN today as well 👌🏼", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position today.", "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": "@YodaStockInvest Bought some extra $IREN today as well 👌🏼", "reply_text": null, "parent_text": "After further research and reflection, I came to the conclusion that choosing between $NBIS and $IREN is stupid.\n\nToday I started a NEW position in $IREN at $42, after starting one in $NBIS two weeks ago.\n\nBoth are undervalued and I will own a bit of both. https://t.co/jtoa5CXeY3", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": -0.053606063241520285, "ret_signed_m1d": -0.053606063241520285, "alpha_spy_m1d": -0.052875547483367424, "alpha_c_m1d": -0.051556094636139305, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.0020499686053809807, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03745966953471125, "ret_signed_p1d": -0.03745966953471125, "alpha_spy_p1d": -0.03935915437902715, "alpha_c_p1d": -0.03783233222582949, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0003726626911182418, "ret_p1w": -0.0540366435953451, "ret_signed_p1w": -0.0540366435953451, "alpha_spy_p1w": -0.061020964123071786, "alpha_c_p1w": -0.07658593847205697, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.022549294876711867, "ret_p1m": -0.08073196853404507, "ret_signed_p1m": -0.08073196853404507, "alpha_spy_p1m": -0.08189895936483138, "alpha_c_p1m": -0.10797721627522283, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.02724524774117776, "ret_p3m": -0.16361683883721456, "ret_signed_p3m": -0.16361683883721456, "alpha_spy_p3m": -0.16062202995916408, "alpha_c_p3m": -0.12129447460005338, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.04232236423716118, "ret_p6m": 0.36792249455081394, "ret_signed_p6m": 0.36792249455081394, "alpha_spy_p6m": 0.25629403968516007, "alpha_c_p6m": 0.3983671439593387, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": -0.03044464940852476, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08073196853404507, "alpha_spy_stated": -0.08189895936483138, "alpha_c_stated": -0.10797721627522283, "price_path": [-0.4362, -0.3501, -0.276, -0.2928, -0.2689, -0.2004, -0.2153, -0.1841, -0.2181, -0.1681, -0.098, -0.1008, 0.0149, -0.0034, -0.0988, -0.0112, 0.0103, 0.0136, 0.0123, 0.0863, 0.2433, 0.3279, 0.2936, 0.3746, 0.2868, 0.3808, 0.4975, 0.4635, 0.3311, 0.3072, 0.2749, 0.1883, 0.1158, 0.2026, 0.3541, 0.3991, 0.3438, 0.3008, 0.2534, 0.3079, 0.4586, 0.4344, 0.645, 0.4416, 0.3429, 0.2954, 0.2353, 0.1991, 0.0474, -0.0017, 0.0207, 0.0517, -0.0133, -0.0642, -0.0902, 0.0439, 0.022, 0.0431, 0.0431, 0.0293, 0.0439, -0.1147, -0.0536, 0.0, -0.0375, -0.0024, 0.0084, -0.0545, -0.054, -0.1361, -0.2362, -0.2123, -0.2728, -0.2293, -0.1406, -0.0949, -0.0943, -0.0962, -0.0962, -0.1324, -0.1516, -0.1755, -0.1869, -0.1869, -0.0807, 0.0385, -0.0116, -0.0608, -0.0166, -0.009, 0.0835, 0.1408, 0.1384, 0.1171, 0.2448, 0.2448, 0.1681, 0.1513, 0.1251, 0.2202, 0.1272, 0.2915, 0.355, 0.2883, 0.1569, 0.1427, 0.1709, -0.0325, -0.1434, -0.0995, -0.0065, -0.0758, -0.0814, -0.1382, -0.0911, -0.0911, -0.118, -0.0941, -0.068, -0.1393, -0.0881, -0.0215, -0.0521, -0.0476, -0.1184, -0.1089, -0.1636, -0.0562, -0.1362, -0.2099, -0.1638, -0.1793, -0.0962, -0.1094, -0.1048, -0.0325, -0.0751, -0.0913, -0.1031, -0.1111, -0.0924, -0.1147, -0.1081, -0.1938, -0.2446, -0.3193, -0.262, -0.2661, -0.2515, -0.2515, -0.2437, -0.2306, -0.2071, -0.2022, -0.1535, -0.0728, 0.0198, 0.051, 0.0269, 0.036, 0.0489, -0.0276, 0.0418, 0.1199, 0.0902, 0.0411, -0.0433, -0.0773, -0.0202, -0.017, 0.0652, 0.1785, 0.3128, 0.2239, 0.3175, 0.1873, 0.2177, 0.1877, 0.2573, 0.1397, 0.0863, 0.0278, 0.1348, 0.2499, 0.2235, 0.2235, 0.287, 0.4605, 0.3789, 0.3679]}
{"unit_id": "reply:1978820888469401787", "ticker_idx": 0, "ts": "2025-10-16T13:50:39+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought $HIMS two days ago. They have all the tools to become the go-to brand of direct-to-consumer healthcare.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long HIMS; views it as the go-to DTC healthcare brand.", "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": "@RealJGBanks Bought $HIMS two days ago. They have all the tools to become the go-to brand of direct-to-consumer healthcare.", "reply_text": null, "parent_text": "$HIMS - LESSON OF THE DAY\n\nWe bought $HIMS at 46 while others are chasing here’s why:\n\nCategory leader in men’s health, telemedicine, and now GLP-1 / weight loss.\n\nRecurring revenue model with subscription growth north of 40% YoY.\n\nExpanding TAM as it moves beyond hair &amp; ED into https://t.co/If8o4jIUeM", "quoted_text": null, "parent_author": "RealJGBanks", "ret_m1d": 0.06103122066826794, "ret_signed_m1d": 0.06103122066826794, "alpha_spy_m1d": 0.054174202583383346, "alpha_c_m1d": 0.054174202583383346, "bench_spy_m1d": 0.006857018084884592, "bench_c_m1d": 0.006857018084884592, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.15841086229697787, "ret_signed_p1d": -0.15841086229697787, "alpha_spy_p1d": -0.16408725482544584, "alpha_c_p1d": -0.16408725482544584, "bench_spy_p1d": 0.005676392528467966, "bench_c_p1d": 0.005676392528467966, "ret_p1w": -0.18021977299101533, "ret_signed_p1w": -0.18021977299101533, "alpha_spy_p1w": -0.19705202439476643, "alpha_c_p1w": -0.19705202439476643, "bench_spy_p1w": 0.01683225140375111, "bench_c_p1w": 0.01683225140375111, "ret_p1m": -0.37480982944595376, "ret_signed_p1m": -0.37480982944595376, "alpha_spy_p1m": -0.39189937040208156, "alpha_c_p1m": -0.39189937040208156, "bench_spy_p1m": 0.017089540956127802, "bench_c_p1m": 0.017089540956127802, "ret_p3m": -0.45562130291997494, "ret_signed_p3m": -0.45562130291997494, "alpha_spy_p3m": -0.5088727879939672, "alpha_c_p3m": -0.5088727879939672, "bench_spy_p3m": 0.053251485073992244, "bench_c_p3m": 0.053251485073992244, "ret_p6m": -0.6715131055968798, "ret_signed_p6m": -0.6715131055968798, "alpha_spy_p6m": -0.7058568826317285, "alpha_c_p6m": -0.7058568826317285, "bench_spy_p6m": 0.0343437770348487, "bench_c_p6m": 0.0343437770348487, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.37480982944595376, "alpha_spy_stated": -0.39189937040208156, "alpha_c_stated": -0.39189937040208156, "price_path": [-0.1953, -0.1545, -0.0191, -0.0309, -0.0254, -0.0079, 0.0189, 0.1079, 0.1189, 0.0575, 0.071, -0.0614, -0.1356, -0.1369, -0.1219, -0.155, -0.1892, -0.1829, -0.2032, -0.222, -0.2375, -0.2869, -0.2666, -0.2568, -0.2465, -0.2732, -0.2333, -0.256, -0.2541, -0.284, -0.284, -0.2979, -0.2484, -0.1866, -0.1816, -0.1608, -0.1921, -0.1922, -0.1249, -0.0617, -0.0877, -0.1396, -0.1488, -0.0499, -0.0225, -0.0245, -0.0533, -0.0997, -0.0724, -0.0127, -0.0005, -0.0411, -0.048, -0.0216, -0.1117, -0.0742, -0.0199, -0.0166, -0.0152, -0.0879, -0.0747, -0.0867, 0.061, 0.0, -0.1584, -0.1317, -0.1655, -0.1976, -0.1802, -0.1753, -0.1846, -0.2034, -0.2117, -0.2551, -0.2314, -0.2495, -0.2766, -0.2607, -0.2981, -0.3063, -0.306, -0.328, -0.3403, -0.3905, -0.3748, -0.3985, -0.387, -0.3943, -0.4316, -0.4132, -0.3613, -0.373, -0.3508, -0.3508, -0.3278, -0.3658, -0.3861, -0.3733, -0.3234, -0.3373, -0.3386, -0.3268, -0.3596, -0.3615, -0.3709, -0.3872, -0.3768, -0.4088, -0.4122, -0.3988, -0.4074, -0.4117, -0.4139, -0.4139, -0.4199, -0.4235, -0.4414, -0.4511, -0.4511, -0.4352, -0.4132, -0.4005, -0.4005, -0.4274, -0.4642, -0.4533, -0.4556, -0.4705, -0.472, -0.4695, -0.4695, -0.4849, -0.5116, -0.484, -0.4992, -0.4881, -0.4982, -0.5153, -0.495, -0.542, -0.553, -0.5682, -0.5875, -0.603, -0.6108, -0.6732, -0.7085, -0.7178, -0.7329, -0.7244, -0.7244, -0.7249, -0.7322, -0.7325, -0.7358, -0.7378, -0.7386, -0.7325, -0.7363, -0.7545, -0.7214, -0.7325, -0.7219, -0.7315, -0.7339, -0.6254, -0.6032, -0.5625, -0.597, -0.5812, -0.5794, -0.5777, -0.6086, -0.5915, -0.6277, -0.6203, -0.6392, -0.6477, -0.6473, -0.6724, -0.6825, -0.649, -0.6646, -0.6764, -0.6764, -0.6563, -0.6703, -0.6722, -0.6661, -0.6715]}
{"unit_id": "reply:2001333176564879859", "ticker_idx": 0, "ts": "2025-12-17T16:46:26+00:00", "symbol": "datacenter", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I'm still very bullish on the datacenter space, this deal only further strengthens my conviction", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still very bullish on the datacenter sector; deal further strengthens conviction.", "resolved_tickers": ["DTCR"], "resolution_method": "etf", "resolution_reason": "Datacenter sector proxied by DTCR ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlackPantherCap I'm still very bullish on the datacenter space, this deal only further strengthens my conviction", "reply_text": null, "parent_text": "@Kaizen_Investor Thanks for a great write. Great to see prices go up, well deserved and favorable for $IREN, $CIFR and $NBIS.", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": 0.019383680125724334, "ret_signed_m1d": 0.019383680125724334, "alpha_spy_m1d": 0.008257659933477601, "alpha_c_m1d": 0.008257659933477601, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.011126020192246733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011928433217002876, "ret_signed_p1d": 0.011928433217002876, "alpha_spy_p1d": 0.004377170507250616, "alpha_c_p1d": 0.004377170507250616, "bench_spy_p1d": 0.00755126270975226, "bench_c_p1d": 0.00755126270975226, "ret_p1w": 0.04870768946307735, "ret_signed_p1w": 0.04870768946307735, "alpha_spy_p1w": 0.01739996343139083, "alpha_c_p1w": 0.01739996343139083, "bench_spy_p1w": 0.03130772603168652, "bench_c_p1w": 0.03130772603168652, "ret_p1m": 0.17499494101089907, "ret_signed_p1m": 0.17499494101089907, "alpha_spy_p1m": 0.14090871181083164, "alpha_c_p1m": 0.14090871181083164, "bench_spy_p1m": 0.03408622920006743, "bench_c_p1m": 0.03408622920006743, "ret_p3m": 0.26303203702044664, "ret_signed_p3m": 0.26303203702044664, "alpha_spy_p3m": 0.26361747230354127, "alpha_c_p3m": 0.26361747230354127, "bench_spy_p3m": -0.0005854352830946263, "bench_c_p3m": -0.0005854352830946263, "ret_p6m": 0.5551550979678845, "ret_signed_p6m": 0.5551550979678845, "alpha_spy_p6m": 0.45006006945644383, "alpha_c_p6m": 0.45006006945644383, "bench_spy_p6m": 0.1050950285114407, "bench_c_p6m": 0.1050950285114407, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17499494101089907, "alpha_spy_stated": 0.14090871181083164, "alpha_c_stated": 0.14090871181083164, "price_path": [0.003, 0.0258, 0.0214, 0.0179, 0.0184, 0.0124, 0.0094, 0.0179, 0.0348, 0.0497, 0.0507, 0.0616, 0.0567, 0.0696, 0.0731, 0.0517, 0.0741, 0.0681, 0.0929, 0.0949, 0.082, 0.1054, 0.0845, 0.0696, 0.091, 0.1074, 0.1257, 0.1168, 0.1133, 0.1083, 0.1113, 0.1088, 0.079, 0.0974, 0.08, 0.0805, 0.1029, 0.0934, 0.078, 0.0328, 0.0363, 0.0263, 0.0154, 0.0104, -0.0179, -0.0194, 0.0094, 0.0099, 0.0209, 0.0209, 0.0393, 0.0318, 0.0328, 0.0422, 0.0472, 0.0611, 0.08, 0.0825, 0.076, 0.0765, 0.0492, 0.0278, 0.0194, 0.0, 0.0119, 0.0318, 0.0417, 0.0405, 0.0487, 0.0487, 0.0482, 0.0512, 0.0609, 0.0554, 0.0554, 0.098, 0.1115, 0.1305, 0.123, 0.1315, 0.1555, 0.1725, 0.1665, 0.172, 0.175, 0.1905, 0.1905, 0.166, 0.182, 0.1875, 0.1915, 0.206, 0.2395, 0.263, 0.2565, 0.224, 0.226, 0.215, 0.1965, 0.1755, 0.23, 0.251, 0.257, 0.279, 0.3025, 0.3111, 0.3111, 0.3061, 0.275, 0.276, 0.278, 0.2705, 0.289, 0.287, 0.271, 0.2785, 0.2675, 0.247, 0.268, 0.25, 0.238, 0.2545, 0.268, 0.2715, 0.2445, 0.2505, 0.263, 0.263, 0.249, 0.254, 0.2005, 0.214, 0.1985, 0.2095, 0.1805, 0.1695, 0.1535, 0.1985, 0.2175, 0.2305, 0.2305, 0.246, 0.2455, 0.291, 0.302, 0.3156, 0.3336, 0.3576, 0.3551, 0.3756, 0.4026, 0.4061, 0.3856, 0.4056, 0.4226, 0.4431, 0.4221, 0.4046, 0.4111, 0.4426, 0.4456, 0.4466, 0.4711, 0.5161, 0.4896, 0.5216, 0.5442, 0.5176, 0.5376, 0.5311, 0.4836, 0.4791, 0.4766, 0.5056, 0.5281, 0.5241, 0.5241, 0.5567, 0.5637, 0.5832, 0.5802, 0.5882, 0.6222, 0.6102, 0.6222, 0.5326, 0.5497, 0.5462, 0.5016, 0.5552]}
{"unit_id": "reply:2000998463954411636", "ticker_idx": 0, "ts": "2025-12-16T18:36:25+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some extra $IREN today as well", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position today.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz @TheTechInvest Bought some extra $IREN today as well", "reply_text": null, "parent_text": "@TheTechInvest Just bought some $IREN and $CIFR here 🫡", "quoted_text": null, "parent_author": "CaesarCapitalz", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "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:1999809061085159713", "ticker_idx": 0, "ts": "2025-12-13T11:50:09+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still $GOOGL! if we have a good market in 2026, I see them go to $5T market cap", "tweet_type": "prediction", "timeline": "years", "summary": "Long GOOGL with a $5T market cap target for 2026.", "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": "@ftr_investors Still $GOOGL! if we have a good market in 2026, I see them go to $5T market cap", "reply_text": null, "parent_text": "The 4 largest companies in the world by market cap 🌍\n\nWho’s your top pick for 2026? ✨\nChoose your fighter!🥊🚀\n$NVDA $MSFT $GOOGL $AAPL https://t.co/w0Uue5rf06", "quoted_text": null, "parent_author": "ftr_investors", "ret_m1d": 0.003471627719207948, "ret_signed_m1d": 0.003471627719207948, "alpha_spy_m1d": 0.0019584427686449857, "alpha_c_m1d": 0.003643204363941499, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.00017157664473355094, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005353228726799886, "ret_signed_p1d": -0.005353228726799886, "alpha_spy_p1d": -0.0026209435815696125, "alpha_c_p1d": -0.006039469263915409, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": 0.0006862405371155234, "ret_p1w": 0.005061357007196454, "ret_signed_p1w": 0.005061357007196454, "alpha_spy_p1w": -0.003934400054024456, "alpha_c_p1w": 0.001049382568814483, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.004011974438381971, "ret_p1m": 0.09003320536516535, "ret_signed_p1m": 0.09003320536516535, "alpha_spy_p1m": 0.06786574195150585, "alpha_c_p1m": 0.08404175949776183, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.005991445867403522, "ret_p3m": -0.014458258229736565, "ret_signed_p3m": -0.014458258229736565, "alpha_spy_p3m": 0.004200890667463653, "alpha_c_p3m": -0.006507351604348677, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.007950906625387888, "ret_p6m": 0.18335661003687753, "ret_signed_p6m": 0.18335661003687753, "alpha_spy_p6m": 0.09445676818088722, "alpha_c_p6m": 0.22086367403489993, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": -0.037507063998022394, "ret_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": [-0.1909, -0.1828, -0.1741, -0.1812, -0.184, -0.1987, -0.2031, -0.2006, -0.2087, -0.2118, -0.206, -0.2034, -0.2045, -0.188, -0.2032, -0.2069, -0.2169, -0.233, -0.2084, -0.2042, -0.1861, -0.1847, -0.1787, -0.1682, -0.1879, -0.1839, -0.1794, -0.1573, -0.1269, -0.1328, -0.1098, -0.0874, -0.0883, -0.0801, -0.1001, -0.0782, -0.0768, -0.0959, -0.0594, -0.0555, -0.0704, -0.0968, -0.1038, -0.0759, -0.0783, -0.0506, -0.0615, -0.0284, 0.0329, 0.0487, 0.0374, 0.0374, 0.0381, 0.021, 0.024, 0.0363, 0.0298, 0.0417, 0.0178, 0.0287, 0.0389, 0.0137, 0.0035, 0.0, -0.0054, -0.0373, -0.0187, -0.0034, 0.0051, 0.0199, 0.019, 0.019, 0.0172, 0.0173, 0.0183, 0.0155, 0.0155, 0.0225, 0.027, 0.0199, 0.0446, 0.0559, 0.066, 0.0767, 0.09, 0.0896, 0.0797, 0.0707, 0.0707, 0.0447, 0.0654, 0.0724, 0.0639, 0.0812, 0.0854, 0.0902, 0.0974, 0.0966, 0.1151, 0.1022, 0.0805, 0.0747, 0.0475, 0.0522, 0.0336, 0.0089, 0.0025, -0.0081, -0.0081, -0.0201, -0.0159, -0.0174, 0.0219, 0.0106, 0.0087, 0.0152, -0.0027, 0.0115, -0.0055, -0.0151, -0.0165, -0.0238, -0.0315, -0.0053, -0.0031, 0.0023, -0.0145, -0.0186, -0.0079, 0.0095, -0.001, -0.0028, -0.0227, -0.0193, -0.057, -0.0554, -0.0879, -0.1093, -0.112, -0.0664, -0.0345, -0.0397, -0.0397, -0.026, -0.0083, 0.0302, 0.034, 0.03, 0.0432, 0.0809, 0.0945, 0.091, 0.1093, 0.0955, 0.0789, 0.1017, 0.1003, 0.1182, 0.1375, 0.1356, 0.1362, 0.2493, 0.2522, 0.2443, 0.2611, 0.2923, 0.2922, 0.3013, 0.2618, 0.2576, 0.3072, 0.3022, 0.2882, 0.2888, 0.2586, 0.2627, 0.2586, 0.2434, 0.2434, 0.2626, 0.2624, 0.2666, 0.2349, 0.222, 0.1748, 0.1655, 0.2084, 0.1965, 0.1803, 0.1834]}
{"unit_id": "reply:2002396240659562925", "ticker_idx": 0, "ts": "2025-12-20T15:10:41+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm a big fan of $PL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bullish on Planet Labs amid space economy discussion; decisive endorsement.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@DeepValueBagger I’m a big fan of $PL", "reply_text": null, "parent_text": "Great list for space economy. The biggest challenge I find with investing in space is high capex, and low demand. Most companies will bankrupt or get acquired. Only the strongest will survive.", "quoted_text": null, "parent_author": "DeepValueBagger", "ret_m1d": -0.0689320412620611, "ret_signed_m1d": -0.0689320412620611, "alpha_spy_m1d": -0.0627407185395994, "alpha_c_m1d": -0.05796743634678092, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.010964604915280174, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006310638755305131, "ret_signed_p1d": 0.006310638755305131, "alpha_spy_p1d": 0.0017402364156462458, "alpha_c_p1d": 0.006692632072815008, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": -0.00038199331750987664, "ret_p1w": -0.035436870326127856, "ret_signed_p1w": -0.035436870326127856, "alpha_spy_p1w": -0.03984662315794507, "alpha_c_p1w": -0.034290695030556706, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": -0.0011461752955711502, "ret_p1m": 0.359223275800848, "ret_signed_p1m": 0.359223275800848, "alpha_spy_p1m": 0.3698099260507418, "alpha_c_p1m": 0.3179625279046192, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": 0.0412607478962288, "ret_p3m": 0.30873779539945656, "ret_signed_p3m": 0.30873779539945656, "alpha_spy_p3m": 0.3452870368031623, "alpha_c_p3m": 0.26410230111954025, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": 0.04463549427991631, "ret_p6m": 0.36941740592628025, "ret_signed_p6m": 0.36941740592628025, "alpha_spy_p6m": 0.27078102726186093, "alpha_c_p6m": 0.22102281806151747, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": 0.14839458786476278, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.359223275800848, "alpha_spy_stated": 0.3698099260507418, "alpha_c_stated": 0.3179625279046192, "price_path": [-0.4209, -0.4194, -0.4078, -0.3791, -0.3699, -0.3316, -0.2791, -0.2568, -0.2602, -0.2388, -0.2427, -0.2398, -0.2864, -0.2597, -0.2825, -0.2675, -0.3578, -0.3636, -0.3417, -0.3733, -0.3932, -0.3714, -0.3393, -0.3539, -0.3767, -0.3738, -0.3757, -0.3471, -0.3597, -0.3835, -0.3568, -0.3951, -0.3782, -0.35, -0.3947, -0.3961, -0.4461, -0.4466, -0.4558, -0.4442, -0.4277, -0.4549, -0.4583, -0.4398, -0.4306, -0.4311, -0.4311, -0.4223, -0.432, -0.4286, -0.417, -0.3718, -0.3801, -0.3714, -0.3767, -0.3718, -0.1519, -0.1146, -0.1238, -0.132, -0.2005, -0.151, -0.0689, 0.0, 0.0063, -0.0136, -0.0136, -0.0602, -0.0354, -0.0417, -0.0427, -0.0427, -0.0092, 0.0383, 0.0602, 0.0976, 0.0893, 0.1024, 0.235, 0.2291, 0.2976, 0.3728, 0.3971, 0.3971, 0.3592, 0.2806, 0.265, 0.3078, 0.2558, 0.3626, 0.3534, 0.2791, 0.2121, 0.1092, 0.1626, 0.0568, -0.0083, 0.0806, 0.166, 0.1063, 0.051, 0.034, 0.0883, 0.0883, 0.0782, 0.1524, 0.2189, 0.1602, 0.1544, 0.1995, 0.1956, 0.2427, 0.1718, 0.2796, 0.2282, 0.2621, 0.1937, 0.2272, 0.2534, 0.233, 0.235, 0.2121, 0.2034, 0.1942, 0.3146, 0.2044, 0.3087, 0.6422, 0.6417, 0.5451, 0.717, 0.5728, 0.4981, 0.3539, 0.3568, 0.4908, 0.7417, 0.7417, 0.7, 0.7073, 0.7743, 0.6617, 0.683, 0.666, 0.6471, 0.6704, 0.9364, 0.868, 0.8204, 0.8461, 0.916, 0.8587, 0.7204, 0.7209, 0.7005, 0.6544, 0.7947, 0.7913, 0.8709, 0.8024, 0.9267, 0.7107, 0.8951, 1.0311, 0.9748, 0.9777, 1.0893, 1.0204, 1.0199, 1.0189, 1.0709, 1.0621, 1.1529, 1.1529, 1.3456, 1.4505, 1.4951, 1.4825, 1.2553, 1.3345, 1.0937, 1.1131, 0.5641, 0.5893, 0.5131, 0.4913, 0.6587, 0.5121, 0.4845, 0.3694]}
{"unit_id": "reply:2011721522797334557", "ticker_idx": 0, "ts": "2026-01-15T08:46:01+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive capex guidance is the highlight imo. Proves that the AI investment cycle is not ending any time soon.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish TSM: massive capex guidance signals AI investment cycle is far from over.", "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": "@meeijer Massive capex guidance is the highlight imo. Proves that the AI investment cycle is not ending any time soon.", "reply_text": null, "parent_text": "@Kaizen_Investor Great quarter from $TSM", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.0425302420097039, "ret_signed_m1d": -0.0425302420097039, "alpha_spy_m1d": -0.03981442934803725, "alpha_c_m1d": -0.022197764312032353, "bench_spy_m1d": -0.00271581266166665, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022245024432265836, "ret_signed_p1d": 0.0022245024432265836, "alpha_spy_p1d": 0.0030624076323886307, "alpha_c_p1d": -0.007815635165713708, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": -0.041769197298955674, "ret_signed_p1w": -0.041769197298955674, "alpha_spy_p1w": -0.03705989180916536, "alpha_c_p1w": -0.0579393332765864, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.07235680175180348, "ret_signed_p1m": 0.07235680175180348, "alpha_spy_p1m": 0.08751053825229371, "alpha_c_p1m": 0.04382574185394539, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.11509319744908164, "ret_signed_p3m": 0.11509319744908164, "alpha_spy_p3m": 0.10914640181374069, "alpha_c_p3m": -0.025140388546074588, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07235680175180348, "alpha_spy_stated": 0.08751053825229371, "alpha_c_stated": 0.04382574185394539, "price_path": [-0.131, -0.1403, -0.1567, -0.1513, -0.139, -0.1294, -0.1198, -0.1094, -0.1148, -0.123, -0.1101, -0.1416, -0.1428, -0.1557, -0.1637, -0.1381, -0.15, -0.1516, -0.1762, -0.1686, -0.1768, -0.1887, -0.1757, -0.1899, -0.1971, -0.1691, -0.169, -0.1536, -0.1536, -0.149, -0.1602, -0.1473, -0.1375, -0.1449, -0.1397, -0.1188, -0.1143, -0.0946, -0.1077, -0.1452, -0.1578, -0.1603, -0.1893, -0.1667, -0.1542, -0.1416, -0.1308, -0.1254, -0.1254, -0.1136, -0.1192, -0.1231, -0.1105, -0.1105, -0.0645, -0.0568, -0.0416, -0.0672, -0.0692, -0.0527, -0.0289, -0.0305, -0.0425, 0.0, 0.0022, 0.0022, -0.0424, -0.0454, -0.0418, -0.0198, -0.0261, -0.0097, 0.0019, -0.0061, -0.0324, -0.0008, -0.0172, -0.0465, -0.0319, 0.0211, 0.0403, 0.0593, 0.095, 0.0774, 0.0724, 0.0724, 0.066, 0.0604, 0.0549, 0.0846, 0.0831, 0.1291, 0.1349, 0.1029, 0.0964, 0.0804, 0.0336, 0.0462, 0.0358, -0.008, 0.0207, 0.016, 0.0378, -0.0144, -0.0097, -0.0041, 0.0156, -0.0033, -0.0055, -0.0336, -0.0065, 0.0075, 0.0208, -0.0428, -0.0409, -0.071, -0.008, 0.0024, -0.0048, -0.0048, 0.0032, 0.0136, 0.074, 0.0728, 0.0878, 0.0848, 0.1151, 0.101, 0.0665, 0.0875, 0.075, 0.0804, 0.1373, 0.1232, 0.1813, 0.1887, 0.1516, 0.156, 0.1626, 0.1673, 0.1788, 0.1577, 0.2314, 0.2157, 0.2084, 0.1874, 0.1661, 0.1735, 0.2261, 0.1869, 0.1622, 0.1524, 0.1789, 0.1951, 0.1874, 0.1874, 0.2103, 0.2408, 0.2471, 0.2283, 0.2787, 0.3112, 0.2818, 0.306, 0.2187, 0.2528, 0.2561, 0.1998, 0.2389, 0.2473, 0.2987, 0.2529, 0.2715, 0.3596, 0.3596, 0.376, 0.2839, 0.297, 0.2798, 0.2721, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1995039947863331277", "ticker_idx": 0, "ts": "2025-11-30T07:59:24+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Would indeed trim $HOOD a bit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends trimming HOOD (bearish lean) but keeping/not reducing Bitcoin position (bullish lean).", "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": "@ant_trading1 Would indeed trim $HOOD a bit, but wouldn’t trim bitcoin", "reply_text": null, "parent_text": "$HOOD 26% of my portfolio (Think I need to trim down to 20%)\n\n$JEPQ 27% of my portfolio (I’m good being heavy because it pays a dividend)\n\n$SOFI 15% of my portfolio \n\n$NBIS 12% of my portfolio\n\n$OPEN 10% on my portfolio \n\n$BTC 7% of my portfolio (might bring this down to 5%)", "quoted_text": null, "parent_author": "ant_trading1", "ret_m1d": 0.042599867903259314, "ret_signed_m1d": -0.042599867903259314, "alpha_spy_m1d": -0.038013367605899795, "alpha_c_m1d": -0.03428068823547892, "bench_spy_m1d": 0.004586500297359519, "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": 0.021989606714114984, "ret_signed_p1d": -0.021989606714114984, "alpha_spy_p1d": -0.020137239210047175, "alpha_c_p1d": -0.02293500951958871, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": 0.10702689906398777, "ret_signed_p1w": -0.10702689906398777, "alpha_spy_p1w": -0.10208758409257745, "alpha_c_p1w": -0.09587172999201932, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.06321000527879328, "ret_signed_p1m": 0.06321000527879328, "alpha_spy_p1m": 0.07610212486451295, "alpha_c_p1m": 0.11015374432133751, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.35532296068305, "ret_signed_p3m": 0.35532296068305, "alpha_spy_p3m": 0.3715912453035327, "alpha_c_p3m": 0.3514184105944048, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.003904550088645209, "ret_p6m": -0.3988153389957837, "ret_signed_p6m": 0.3988153389957837, "alpha_spy_p6m": 0.5084687827112587, "alpha_c_p6m": 0.3876350565211061, "bench_spy_p6m": 0.10965344371547503, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.06321000527879328, "alpha_spy_stated": 0.07610212486451295, "alpha_c_stated": 0.11015374432133751, "price_path": [-0.1819, -0.165, -0.1784, -0.0484, -0.0385, -0.0469, -0.0445, -0.0666, -0.0682, -0.0475, -0.0373, -0.0189, 0.0125, 0.0134, 0.024, 0.0289, -0.0048, -0.0118, 0.1094, 0.1618, 0.129, 0.1822, 0.2063, 0.1706, 0.1766, 0.2242, 0.2371, 0.1276, 0.1415, 0.095, 0.0885, 0.0665, 0.0541, 0.1019, 0.0698, 0.0323, 0.09, 0.1343, 0.1835, 0.1867, 0.1749, 0.1203, 0.191, 0.1934, 0.11, 0.1561, 0.0312, 0.0578, 0.1026, 0.0705, 0.079, -0.0139, -0.006, -0.059, -0.0725, -0.0412, -0.1382, -0.1293, -0.0671, -0.0622, 0.0402, 0.0402, 0.0426, 0.0, 0.022, 0.0844, 0.1123, 0.0707, 0.107, 0.1012, 0.1008, 0.0011, -0.0303, -0.0648, -0.0312, -0.0604, -0.0493, -0.0153, -0.0071, -0.0243, -0.0227, -0.0227, -0.0415, -0.0471, -0.0632, -0.0823, -0.0823, -0.0652, 0.0, -0.0125, -0.0509, -0.0637, -0.0647, -0.0464, -0.0243, -0.029, -0.1046, -0.1177, -0.1177, -0.1417, -0.1405, -0.1379, -0.1319, -0.1318, -0.1461, -0.161, -0.1785, -0.1928, -0.2704, -0.2935, -0.3458, -0.4103, -0.328, -0.2976, -0.3054, -0.3673, -0.4229, -0.3836, -0.3836, -0.3879, -0.3897, -0.3862, -0.3824, -0.4176, -0.4045, -0.3709, -0.3553, -0.3845, -0.3608, -0.3827, -0.3329, -0.3463, -0.3745, -0.3561, -0.3628, -0.3615, -0.3823, -0.4045, -0.3889, -0.3724, -0.3922, -0.3982, -0.4248, -0.4118, -0.4395, -0.4114, -0.4292, -0.4643, -0.4713, -0.4377, -0.4311, -0.4409, -0.4409, -0.4338, -0.4348, -0.4172, -0.431, -0.4386, -0.4185, -0.3582, -0.2915, -0.2953, -0.2636, -0.2594, -0.2987, -0.2825, -0.3221, -0.3126, -0.3188, -0.3341, -0.4223, -0.4086, -0.4023, -0.3789, -0.375, -0.3586, -0.381, -0.375, -0.3445, -0.3649, -0.3772, -0.3452, -0.3741, -0.374, -0.3982, -0.3853, -0.384, -0.4025, -0.4025, -0.3988]}
{"unit_id": "reply:1995039947863331277", "ticker_idx": 1, "ts": "2025-11-30T07:59:24+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": "wouldn't trim bitcoin", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends trimming HOOD (bearish lean) but keeping/not reducing Bitcoin position (bullish lean).", "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": "@ant_trading1 Would indeed trim $HOOD a bit, but wouldn’t trim bitcoin", "reply_text": null, "parent_text": "$HOOD 26% of my portfolio (Think I need to trim down to 20%)\n\n$JEPQ 27% of my portfolio (I’m good being heavy because it pays a dividend)\n\n$SOFI 15% of my portfolio \n\n$NBIS 12% of my portfolio\n\n$OPEN 10% on my portfolio \n\n$BTC 7% of my portfolio (might bring this down to 5%)", "quoted_text": null, "parent_author": "ant_trading1", "ret_m1d": 0.053262415128171314, "ret_signed_m1d": 0.053262415128171314, "alpha_spy_m1d": 0.048675914830811795, "alpha_c_m1d": 0.048675914830811795, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05825464938016567, "ret_signed_p1d": 0.05825464938016567, "alpha_spy_p1d": 0.05640228187609786, "alpha_c_p1d": 0.05640228187609786, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.050029590482028485, "ret_signed_p1w": 0.050029590482028485, "alpha_spy_p1w": 0.04509027551061817, "alpha_c_p1w": 0.04509027551061817, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": 0.024426832046342772, "ret_signed_p1m": 0.024426832046342772, "alpha_spy_p1m": 0.011534712460623098, "alpha_c_p1m": 0.011534712460623098, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": -0.21857569095065232, "ret_signed_p3m": -0.21857569095065232, "alpha_spy_p3m": -0.234843975571135, "alpha_c_p3m": -0.234843975571135, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": -0.12158995601566491, "ret_signed_p6m": -0.12158995601566491, "alpha_spy_p6m": -0.23124339973113994, "alpha_c_p6m": -0.23124339973113994, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.024426832046342772, "alpha_spy_stated": 0.011534712460623098, "alpha_c_stated": 0.011534712460623098, "price_path": [0.2943, 0.2827, 0.2818, 0.2983, 0.292, 0.3201, 0.3381, 0.345, 0.3374, 0.3536, 0.3492, 0.357, 0.3402, 0.3061, 0.2976, 0.3129, 0.2633, 0.271, 0.3253, 0.3213, 0.3745, 0.398, 0.4164, 0.4452, 0.407, 0.429, 0.4099, 0.3115, 0.3354, 0.3104, 0.2834, 0.2533, 0.2334, 0.2811, 0.2567, 0.2475, 0.2751, 0.2863, 0.322, 0.3086, 0.2749, 0.2547, 0.2692, 0.2343, 0.1769, 0.2035, 0.1735, 0.1975, 0.2279, 0.1932, 0.1777, 0.155, 0.0936, 0.0669, 0.0768, 0.0596, 0.0036, -0.0143, 0.0226, 0.0118, 0.0486, 0.0575, 0.0533, 0.0, 0.0583, 0.0835, 0.0674, 0.0355, 0.05, 0.0738, 0.066, 0.0717, 0.0457, 0.0011, 0.0176, -0.0021, -0.01, 0.0206, 0.0251, 0.0127, 0.0149, 0.0106, 0.0114, 0.0095, 0.0244, 0.0138, 0.0279, 0.042, 0.0876, 0.0858, 0.0578, 0.0545, 0.0486, 0.0564, 0.1043, 0.1229, 0.1069, 0.1066, 0.0722, 0.023, 0.0354, 0.0364, 0.0369, 0.0225, 0.0322, 0.0332, -0.0204, -0.0254, -0.0884, -0.1238, -0.1541, -0.2736, -0.1826, -0.1877, -0.2031, -0.2239, -0.2328, -0.2023, -0.2025, -0.2181, -0.2305, -0.2243, -0.2122, -0.2514, -0.2577, -0.2127, -0.2186, -0.2368, -0.2033, -0.2088, -0.1577, -0.1793, -0.2107, -0.2076, -0.1899, -0.1867, -0.1834, -0.1779, -0.1328, -0.1436, -0.1746, -0.1901, -0.183, -0.1785, -0.1831, -0.1739, -0.2031, -0.2315, -0.2274, -0.2095, -0.2113, -0.2251, -0.2246, -0.2023, -0.1666, -0.1761, -0.1686, -0.1546, -0.1371, -0.1406, -0.1334, -0.1294, -0.1065, -0.121, -0.1155, -0.094, -0.0933, -0.1027, -0.1037, -0.1155, -0.1222, -0.116, -0.0943, -0.0752, -0.0625, -0.0567, -0.0731, -0.0711, -0.0532, -0.0677, -0.0816, -0.0611, -0.0841, -0.1085, -0.1109, -0.1027, -0.1017, -0.1255, -0.1047, -0.1216]}
{"unit_id": "reply:2001212804775153968", "ticker_idx": 0, "ts": "2025-12-17T08:48:08+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 is showing great resilience in this market 👌🏼 today should be better ✅", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish TSLA near-term; expects continued strength based on resilience.", "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": "@freedombill3 Morning Bill, $TSLA is showing great resilience in this market 👌🏼 today should be better ✅", "reply_text": null, "parent_text": "Good morning, Wednesday 🌅☀️\n\nAnother day in the red, Santa's favourite colour... US markets did have a good end to the day overall which should reflect on my portfolio when the UK opens this morning, the highlight stock was $TSLA again.\n\nI exited from the Income Nasdaq and S&amp;P https://t.co/aU1dYO7NZA", "quoted_text": null, "parent_author": "freedombill3", "ret_m1d": 0.04840986740665776, "ret_signed_m1d": 0.04840986740665776, "alpha_spy_m1d": 0.037283847214411026, "alpha_c_m1d": 0.03671050903059703, "bench_spy_m1d": 0.011126020192246733, "bench_c_m1d": 0.011699358376060731, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 5, "stated_label": "p1w", "ret_signed_stated": 0.03882203431010134, "alpha_spy_stated": 0.007514308278414816, "alpha_c_stated": 0.01963063127611786, "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:1992584530981736710", "ticker_idx": 0, "ts": "2025-11-23T13:22:27+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In 6 months, this time will feel like a great time to buy", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses buying Big Tech now; current drop is healthy and will look like a great entry in 6 months.", "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": "@AlexBriz1 Don’t think it’s a bubble, just a healthy drop. In 6 months, this time will feel like a great time to buy.", "reply_text": null, "parent_text": "$META $GOOGL $AMZN $MSFT\nMany talk about a bubble, but IMO the numbers tell a different story.\nThe growth in Cash from Operations (LTM) for Big Tech is explosive.\nThis isn't a bubble, these are compounding machines running at full capacity. https://t.co/t5tKeO9eTr", "quoted_text": null, "parent_author": "AlexBriz1", "ret_m1d": -0.03066632222536758, "ret_signed_m1d": -0.03066632222536758, "alpha_spy_m1d": -0.016161393105961097, "alpha_c_m1d": -0.020844252757437065, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03779458016026105, "ret_signed_p1d": 0.03779458016026105, "alpha_spy_p1d": 0.028388559202531027, "alpha_c_p1d": 0.026379676389401974, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.011414903770859075, "ret_p1w": 0.045379708601063884, "ret_signed_p1w": 0.045379708601063884, "alpha_spy_p1w": 0.028123097330624347, "alpha_c_p1w": 0.029098015493543183, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0162816931075207, "ret_p1m": 0.08552691732889772, "ret_signed_p1m": 0.08552691732889772, "alpha_spy_p1m": 0.05373095905588765, "alpha_c_p1m": 0.0434064571740409, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.04212046015485682, "ret_p3m": 0.052615371531447463, "ret_signed_p3m": 0.052615371531447463, "alpha_spy_p3m": 0.026038784011187754, "alpha_c_p3m": 0.030469102583330576, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.022146268948116887, "ret_p6m": -0.015385665785200398, "ret_signed_p6m": -0.015385665785200398, "alpha_spy_p6m": -0.11883238671800977, "alpha_c_p6m": -0.047116802548574976, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08552691732889772, "alpha_spy_stated": 0.05373095905588765, "alpha_c_stated": 0.0434064571740409, "price_path": [0.2183, 0.2244, 0.2041, 0.2041, 0.1983, 0.2015, 0.2204, 0.2266, 0.2263, 0.2482, 0.2258, 0.224, 0.2317, 0.2465, 0.2698, 0.2645, 0.2719, 0.2688, 0.2481, 0.2322, 0.2408, 0.2216, 0.2132, 0.2126, 0.1979, 0.1701, 0.186, 0.1591, 0.1674, 0.1632, 0.1709, 0.1965, 0.1505, 0.1674, 0.1559, 0.1705, 0.1615, 0.1694, 0.1943, 0.1961, 0.1963, 0.1973, 0.2044, 0.2247, 0.2257, 0.2261, 0.0871, 0.0576, 0.0402, 0.0233, 0.0374, 0.0096, 0.0141, 0.0305, 0.0229, -0.0066, -0.0052, -0.0059, -0.018, -0.0251, -0.0371, -0.039, -0.0307, 0.0, 0.0378, 0.0335, 0.0335, 0.0569, 0.0454, 0.0555, 0.0433, 0.0791, 0.0985, 0.0877, 0.0716, 0.0605, 0.0647, 0.0509, 0.0571, 0.0728, 0.0603, 0.0847, 0.0755, 0.0799, 0.0855, 0.0898, 0.0898, 0.0828, 0.0753, 0.0872, 0.0776, 0.0776, 0.0618, 0.0755, 0.0785, 0.059, 0.0547, 0.0661, 0.048, 0.0303, 0.0048, 0.0135, 0.0126, 0.0126, -0.0138, 0.0007, 0.0573, 0.0754, 0.0976, 0.0986, 0.0917, 0.2053, 0.1697, 0.1532, 0.1292, 0.0921, 0.0941, 0.0798, 0.1056, 0.095, 0.0916, 0.0608, 0.0444, 0.0444, 0.0437, 0.0501, 0.0526, 0.0704, 0.0403, 0.0437, 0.0672, 0.0726, 0.0582, 0.0669, 0.0694, 0.0901, 0.0784, 0.0527, 0.0569, 0.0678, 0.0691, 0.0418, 0.0019, 0.0252, 0.0174, 0.006, -0.0087, -0.03, -0.013, -0.0312, -0.028, -0.1054, -0.141, -0.1236, -0.0652, -0.0536, -0.0614, -0.0614, -0.0637, -0.0604, 0.0006, 0.0267, 0.0291, 0.0368, 0.0825, 0.0973, 0.1059, 0.125, 0.0962, 0.0928, 0.1024, 0.077, 0.1029, 0.1088, 0.0969, 0.0933, -0.0002, -0.0054, -0.0026, -0.0115, 0.0014, 0.0078, -0.0039, -0.0215, -0.0147, 0.0075, 0.0105, 0.0036, -0.0013, -0.0154]}
{"unit_id": "reply:1992584530981736710", "ticker_idx": 1, "ts": "2025-11-23T13:22:27+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In 6 months, this time will feel like a great time to buy", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses buying Big Tech now; current drop is healthy and will look like a great entry in 6 months.", "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": "@AlexBriz1 Don’t think it’s a bubble, just a healthy drop. In 6 months, this time will feel like a great time to buy.", "reply_text": null, "parent_text": "$META $GOOGL $AMZN $MSFT\nMany talk about a bubble, but IMO the numbers tell a different story.\nThe growth in Cash from Operations (LTM) for Big Tech is explosive.\nThis isn't a bubble, these are compounding machines running at full capacity. https://t.co/t5tKeO9eTr", "quoted_text": null, "parent_author": "AlexBriz1", "ret_m1d": -0.05938845608864629, "ret_signed_m1d": -0.05938845608864629, "alpha_spy_m1d": -0.044883526969239806, "alpha_c_m1d": -0.049566386620715774, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.009822069467930516, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015255244752224506, "ret_signed_p1d": 0.015255244752224506, "alpha_spy_p1d": 0.005849223794494485, "alpha_c_p1d": 0.003840340981365431, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.011414903770859075, "ret_p1w": -0.011582476096434147, "ret_signed_p1w": -0.011582476096434147, "alpha_spy_p1w": -0.028839087366873684, "alpha_c_p1w": -0.027864169203954847, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0162816931075207, "ret_p1m": -0.012632208777884402, "ret_signed_p1m": -0.012632208777884402, "alpha_spy_p1m": -0.044428167050894474, "alpha_c_p1m": -0.05475266893274122, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.04212046015485682, "ret_p3m": -0.04875349402999929, "ret_signed_p3m": -0.04875349402999929, "alpha_spy_p3m": -0.075330081550259, "alpha_c_p3m": -0.07089976297811618, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.022146268948116887, "ret_p6m": 0.21849038324121017, "ret_signed_p6m": 0.21849038324121017, "alpha_spy_p6m": 0.1150436623084008, "alpha_c_p6m": 0.1867592464778356, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.03173113676337458, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.012632208777884402, "alpha_spy_stated": -0.044428167050894474, "alpha_c_stated": -0.05475266893274122, "price_path": [-0.3493, -0.3363, -0.3323, -0.3323, -0.3372, -0.2766, -0.2715, -0.263, -0.2654, -0.2478, -0.2493, -0.2455, -0.2441, -0.2102, -0.2116, -0.2167, -0.2089, -0.2005, -0.2073, -0.2101, -0.2242, -0.2285, -0.2261, -0.2339, -0.2369, -0.2313, -0.2288, -0.2299, -0.2139, -0.2286, -0.2322, -0.2419, -0.2574, -0.2336, -0.2295, -0.212, -0.2107, -0.2049, -0.1947, -0.2138, -0.21, -0.2056, -0.1841, -0.1548, -0.1604, -0.1381, -0.1165, -0.1174, -0.1094, -0.1288, -0.1076, -0.1062, -0.1248, -0.0894, -0.0856, -0.1, -0.1256, -0.1324, -0.1053, -0.1077, -0.0809, -0.0914, -0.0594, 0.0, 0.0153, 0.0043, 0.0043, 0.005, -0.0116, -0.0087, 0.0033, -0.003, 0.0084, -0.0146, -0.0041, 0.0058, -0.0187, -0.0285, -0.0319, -0.0371, -0.068, -0.05, -0.0352, -0.027, -0.0126, -0.0134, -0.0134, -0.0153, -0.0151, -0.0142, -0.0169, -0.0169, -0.0101, -0.0058, -0.0127, 0.0113, 0.0222, 0.032, 0.0424, 0.0553, 0.0549, 0.0453, 0.0365, 0.0365, 0.0114, 0.0314, 0.0382, 0.03, 0.0468, 0.0508, 0.0554, 0.0624, 0.0617, 0.0795, 0.067, 0.0461, 0.0405, 0.0141, 0.0187, 0.0007, -0.0233, -0.0294, -0.0397, -0.0397, -0.0514, -0.0472, -0.0488, -0.0107, -0.0216, -0.0235, -0.0172, -0.0345, -0.0208, -0.0372, -0.0465, -0.0479, -0.0549, -0.0624, -0.0371, -0.0349, -0.0297, -0.0459, -0.0499, -0.0396, -0.0227, -0.0329, -0.0346, -0.0539, -0.0506, -0.0871, -0.0856, -0.117, -0.1377, -0.1403, -0.0961, -0.0652, -0.0703, -0.0703, -0.0571, -0.0399, -0.0026, 0.0011, -0.0029, 0.0099, 0.0464, 0.0596, 0.0562, 0.074, 0.0606, 0.0445, 0.0665, 0.0652, 0.0825, 0.1012, 0.0994, 0.0999, 0.2095, 0.2123, 0.2046, 0.2209, 0.2511, 0.251, 0.2598, 0.2216, 0.2175, 0.2655, 0.2606, 0.2472, 0.2477, 0.2185]}
{"unit_id": "reply:1992584530981736710", "ticker_idx": 2, "ts": "2025-11-23T13:22:27+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In 6 months, this time will feel like a great time to buy", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses buying Big Tech now; current drop is healthy and will look like a great entry in 6 months.", "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": "@AlexBriz1 Don’t think it’s a bubble, just a healthy drop. In 6 months, this time will feel like a great time to buy.", "reply_text": null, "parent_text": "$META $GOOGL $AMZN $MSFT\nMany talk about a bubble, but IMO the numbers tell a different story.\nThe growth in Cash from Operations (LTM) for Big Tech is explosive.\nThis isn't a bubble, these are compounding machines running at full capacity. https://t.co/t5tKeO9eTr", "quoted_text": null, "parent_author": "AlexBriz1", "ret_m1d": -0.024703890613605894, "ret_signed_m1d": -0.024703890613605894, "alpha_spy_m1d": -0.01019896149419941, "alpha_c_m1d": -0.01153158496839346, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.013172305645212434, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0149814363087164, "ret_signed_p1d": 0.0149814363087164, "alpha_spy_p1d": 0.005575415350986379, "alpha_c_p1d": -0.006418051975342287, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.021399488284058688, "ret_p1w": 0.03358673388949551, "ret_signed_p1w": 0.03358673388949551, "alpha_spy_p1w": 0.016330122619055976, "alpha_c_p1w": -0.001816558138978186, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.0354032920284737, "ret_p1m": 0.025897121451141425, "ret_signed_p1m": 0.025897121451141425, "alpha_spy_p1m": -0.005898836821868647, "alpha_c_p1m": -0.04549684500840989, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.07139396645955132, "ret_p3m": -0.09466147376921896, "ret_signed_p3m": -0.09466147376921896, "alpha_spy_p3m": -0.12123806128947867, "alpha_c_p3m": -0.11405107167291406, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.0193895979036951, "ret_p6m": 0.1461021642961866, "ret_signed_p6m": 0.1461021642961866, "alpha_spy_p6m": 0.04265544336337723, "alpha_c_p6m": 0.1352973912901967, "bench_spy_p6m": 0.10344672093280938, "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": 21, "stated_label": "p1m", "ret_signed_stated": 0.025897121451141425, "alpha_spy_stated": -0.005898836821868647, "alpha_c_stated": -0.04549684500840989, "price_path": [0.0126, 0.0235, 0.012, 0.012, -0.0042, -0.0013, 0.0415, 0.0267, 0.0422, 0.0529, 0.0179, 0.0162, 0.0083, 0.0228, 0.0343, 0.0236, 0.0219, 0.023, 0.006, -0.0246, -0.0268, -0.0359, -0.0287, -0.0182, -0.0297, -0.025, -0.0171, -0.0299, -0.0238, -0.0199, -0.0047, 0.0065, -0.0438, -0.0274, -0.0437, -0.0473, -0.0522, -0.0585, -0.0433, -0.0188, -0.0368, -0.0229, -0.0091, 0.003, 0.0131, 0.0178, -0.0151, 0.0793, 0.1225, 0.1018, 0.1057, 0.0741, 0.0801, 0.0978, 0.1008, 0.0792, 0.0499, 0.0372, 0.0291, -0.0165, -0.0159, -0.0404, -0.0247, 0.0, 0.015, 0.0127, 0.0127, 0.0307, 0.0336, 0.036, 0.027, 0.0125, 0.0144, 0.0027, 0.0072, 0.0243, 0.0177, -0.0004, -0.0165, -0.0164, -0.0221, 0.0021, 0.0047, 0.0095, 0.0259, 0.027, 0.027, 0.0276, 0.0256, 0.0276, 0.0201, 0.0201, 0.001, 0.03, 0.0647, 0.0675, 0.0884, 0.0932, 0.0892, 0.0721, 0.0458, 0.0526, 0.0567, 0.0567, 0.0209, 0.0222, 0.0356, 0.0569, 0.0537, 0.0813, 0.0739, 0.0683, 0.0575, 0.0737, 0.0545, 0.0297, -0.0159, -0.0705, -0.0776, -0.0854, -0.0981, -0.1179, -0.1215, -0.1215, -0.1111, -0.095, -0.0947, -0.0715, -0.0928, -0.0783, -0.0691, -0.0811, -0.0719, -0.0791, -0.0776, -0.0418, -0.0324, -0.0578, -0.0565, -0.0528, -0.0602, -0.074, -0.0822, -0.0643, -0.049, -0.0725, -0.0774, -0.0924, -0.0713, -0.0841, -0.0644, -0.0828, -0.1191, -0.1119, -0.0796, -0.0694, -0.073, -0.073, -0.0596, -0.0553, -0.0222, 0.0326, 0.0535, 0.0601, 0.1005, 0.0982, 0.1035, 0.1073, 0.0972, 0.1044, 0.1285, 0.1273, 0.1667, 0.154, 0.1477, 0.1625, 0.1714, 0.1855, 0.2023, 0.2089, 0.2153, 0.1984, 0.2051, 0.1887, 0.1747, 0.1938, 0.1809, 0.1673, 0.1705, 0.1461]}
{"unit_id": "reply:1992584530981736710", "ticker_idx": 3, "ts": "2025-11-23T13:22:27+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "In 6 months, this time will feel like a great time to buy", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses buying Big Tech now; current drop is healthy and will look like a great entry in 6 months.", "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": "@AlexBriz1 Don’t think it’s a bubble, just a healthy drop. In 6 months, this time will feel like a great time to buy.", "reply_text": null, "parent_text": "$META $GOOGL $AMZN $MSFT\nMany talk about a bubble, but IMO the numbers tell a different story.\nThe growth in Cash from Operations (LTM) for Big Tech is explosive.\nThis isn't a bubble, these are compounding machines running at full capacity. https://t.co/t5tKeO9eTr", "quoted_text": null, "parent_author": "AlexBriz1", "ret_m1d": -0.003966327475780962, "ret_signed_m1d": -0.003966327475780962, "alpha_spy_m1d": 0.010538601643625523, "alpha_c_m1d": 0.010538601643625523, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.014504929119406484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0063078911822160855, "ret_signed_p1d": 0.0063078911822160855, "alpha_spy_p1d": -0.003098129775513936, "alpha_c_p1d": -0.003098129775513936, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.009406020957730021, "ret_p1w": 0.026877540188878557, "ret_signed_p1w": 0.026877540188878557, "alpha_spy_p1w": 0.00962092891843902, "alpha_c_p1w": 0.00962092891843902, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.017256611270439537, "ret_p1m": 0.02710970473003238, "ret_signed_p1m": 0.02710970473003238, "alpha_spy_p1m": -0.004686253542977692, "alpha_c_p1m": -0.004686253542977692, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.03179595827301007, "ret_p3m": -0.15744843020878452, "ret_signed_p3m": -0.15744843020878452, "alpha_spy_p3m": -0.18402501772904423, "alpha_c_p3m": -0.18402501772904423, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.02657658752025971, "ret_p6m": -0.11735710612008365, "ret_signed_p6m": -0.11735710612008365, "alpha_spy_p6m": -0.22080382705289303, "alpha_c_p6m": -0.22080382705289303, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.10344672093280938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.02710970473003238, "alpha_spy_stated": -0.004686253542977692, "alpha_c_stated": -0.004686253542977692, "price_path": [0.0671, 0.0732, 0.067, 0.067, 0.0637, 0.0641, 0.0697, 0.0424, 0.0491, 0.0495, 0.0537, 0.055, 0.0737, 0.0852, 0.0719, 0.074, 0.0707, 0.0906, 0.0833, 0.0723, 0.0743, 0.0677, 0.077, 0.0836, 0.0907, 0.0944, 0.086, 0.0894, 0.113, 0.1034, 0.1052, 0.1001, 0.076, 0.0825, 0.0815, 0.0812, 0.0773, 0.0815, 0.0882, 0.0901, 0.0961, 0.0962, 0.1026, 0.1193, 0.1415, 0.1404, 0.1071, 0.0904, 0.0887, 0.0831, 0.068, 0.0468, 0.0462, 0.0655, 0.0712, 0.0763, 0.0598, 0.0743, 0.0687, 0.0398, 0.0258, 0.0093, -0.004, 0.0, 0.0063, 0.0243, 0.0243, 0.038, 0.0269, 0.0338, 0.0079, 0.0144, 0.0193, 0.0359, 0.038, 0.0096, 0.02, 0.0096, 0.0017, 0.005, 0.0045, 0.0211, 0.0251, 0.023, 0.0271, 0.0296, 0.0296, 0.0289, 0.0276, 0.0284, 0.0203, 0.0203, -0.0022, -0.0024, 0.0095, 0.02, 0.0087, 0.0111, 0.0067, -0.007, -0.0308, -0.0366, -0.0298, -0.0298, -0.0411, -0.0631, -0.0482, -0.017, -0.0078, 0.0139, 0.0161, -0.0854, -0.0922, -0.1068, -0.1325, -0.1262, -0.1695, -0.1537, -0.1274, -0.1281, -0.1469, -0.1522, -0.1533, -0.1533, -0.1627, -0.157, -0.1574, -0.16, -0.187, -0.1775, -0.1529, -0.1506, -0.1695, -0.1573, -0.1459, -0.1432, -0.1316, -0.1352, -0.1343, -0.142, -0.1439, -0.1503, -0.1636, -0.1543, -0.1554, -0.1716, -0.1774, -0.1925, -0.1901, -0.2118, -0.2154, -0.2261, -0.2456, -0.241, -0.2173, -0.219, -0.2103, -0.2103, -0.2115, -0.2128, -0.2085, -0.2111, -0.2158, -0.1872, -0.1688, -0.1305, -0.1114, -0.106, -0.116, -0.1031, -0.0846, -0.1209, -0.1021, -0.1017, -0.0923, -0.1025, -0.1377, -0.1237, -0.1254, -0.1301, -0.1247, -0.1103, -0.1222, -0.1274, -0.1378, -0.1432, -0.1343, -0.1078, -0.1044, -0.1174]}
{"unit_id": "reply:1997790214866272420", "ticker_idx": 0, "ts": "2025-12-07T22:07:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Own $NVDA and $GOOGL and you got them all", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Own NVDA and GOOGL for broadest pre-IPO exposure across OpenAI, SpaceX, Anthropic, xAI, Stripe, Databricks.", "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": "@Speculator_io Own $NVDA and $GOOGL and you got them all", "reply_text": null, "parent_text": "How to get pre-IPO exposure to the most sought-after private companies:\n\nOpenAI: $MSFT $NVDA $SSSS $DXYZ\nSpaceX: $GOOGL $XOVR $DXYZ\nAnthropic: $AMZN $NVDA $GOOGL $CRM $CSCO\nxAI: $AMD $NVDA\nAnduril: $DOMH\nNeuralink: $GOOGL\nStripe: $V $AXP $GOOGL $DXYZ\nDatabricks: $NVDA $MSFT https://t.co/fd6A09XC86", "quoted_text": null, "parent_author": "Speculator_io", "ret_m1d": -0.016922714392421434, "ret_signed_m1d": -0.016922714392421434, "alpha_spy_m1d": -0.019935975966085207, "alpha_c_m1d": -0.0057167232892030295, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": -0.011205991103218405, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.003125876875773148, "ret_signed_p1d": -0.003125876875773148, "alpha_spy_p1d": -0.0022627587815393646, "alpha_c_p1d": -0.0043468897599510115, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": 0.0012210128841778634, "ret_p1w": -0.049905840832473736, "ret_signed_p1w": -0.049905840832473736, "alpha_spy_p1w": -0.04566370722038837, "alpha_c_p1w": -0.0074421690806067975, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.04246367175186694, "ret_p1m": 0.009108063370865338, "ret_signed_p1m": 0.009108063370865338, "alpha_spy_p1m": -0.005847699126185324, "alpha_c_p1m": -0.0459078700166522, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.055015933387517535, "ret_p3m": -0.011910690079002806, "ret_signed_p3m": -0.011910690079002806, "alpha_spy_p3m": -0.011461937085703311, "alpha_c_p3m": -0.08796600445451908, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": 0.07605531437551627, "ret_p6m": 0.20092723231987897, "ret_signed_p6m": 0.20092723231987897, "alpha_spy_p6m": 0.08351724555381623, "alpha_c_p6m": -0.519808681282246, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.720735913602125, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009108063370865338, "alpha_spy_stated": -0.005847699126185324, "alpha_c_stated": -0.0459078700166522, "price_path": [-0.0444, -0.0452, -0.0417, -0.0421, -0.0576, -0.0823, -0.0502, -0.0479, -0.0105, -0.0384, -0.0463, -0.0424, -0.0397, -0.02, 0.0055, 0.0091, 0.0179, 0.0111, -0.0001, -0.0028, 0.0191, 0.0378, -0.0129, 0.0149, -0.0298, -0.0309, -0.0202, -0.0126, -0.0157, -0.0237, -0.0285, -0.0183, 0.0038, 0.032, 0.0834, 0.1158, 0.0934, 0.0912, 0.1149, 0.0708, 0.052, 0.0136, 0.014, 0.0727, 0.041, 0.0444, 0.007, 0.0248, 0.0056, -0.0226, 0.0052, -0.0265, -0.036, -0.0162, -0.0417, -0.0286, -0.0286, -0.0461, -0.0304, -0.0221, -0.0322, -0.0117, -0.0169, 0.0, -0.0031, -0.0095, -0.0249, -0.0568, -0.0499, -0.0422, -0.0787, -0.0615, -0.0246, -0.01, 0.0197, 0.0165, 0.0165, 0.0268, 0.0144, 0.0107, 0.0051, 0.0051, 0.0178, 0.0139, 0.0091, 0.0192, -0.0027, -0.0037, -0.0033, 0.0014, -0.013, 0.0081, 0.0037, 0.0037, -0.0403, -0.012, -0.0038, 0.0114, 0.005, 0.016, 0.0322, 0.0375, 0.0301, 0.0003, -0.0281, -0.0612, -0.0737, -0.0008, 0.0242, 0.0161, 0.0243, 0.0075, -0.0148, -0.0148, -0.0031, 0.0131, 0.0127, 0.023, 0.0323, 0.0393, 0.0539, -0.0036, -0.0451, -0.0165, -0.0296, -0.0135, -0.0119, -0.0417, -0.0156, -0.0042, 0.0026, -0.0129, -0.0285, -0.0125, -0.0195, -0.0277, -0.0376, -0.0692, -0.0534, -0.0557, -0.037, -0.0771, -0.0971, -0.1098, -0.06, -0.0528, -0.0439, -0.0439, -0.0426, -0.0401, -0.0186, -0.0088, 0.0167, 0.0203, 0.0591, 0.0718, 0.069, 0.087, 0.089, 0.0773, 0.0914, 0.076, 0.1225, 0.1675, 0.1489, 0.1278, 0.0756, 0.0696, 0.0697, 0.0591, 0.1201, 0.1399, 0.1599, 0.1827, 0.1899, 0.2172, 0.2706, 0.2144, 0.1982, 0.189, 0.2044, 0.1831, 0.1606, 0.1606, 0.158, 0.1458, 0.1547, 0.138, 0.2092, 0.2009]}
{"unit_id": "reply:1997790214866272420", "ticker_idx": 1, "ts": "2025-12-07T22:07:59+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Own $NVDA and $GOOGL and you got them all", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Own NVDA and GOOGL for broadest pre-IPO exposure across OpenAI, SpaceX, Anthropic, xAI, Stripe, Databricks.", "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": "@Speculator_io Own $NVDA and $GOOGL and you got them all", "reply_text": null, "parent_text": "How to get pre-IPO exposure to the most sought-after private companies:\n\nOpenAI: $MSFT $NVDA $SSSS $DXYZ\nSpaceX: $GOOGL $XOVR $DXYZ\nAnthropic: $AMZN $NVDA $GOOGL $CRM $CSCO\nxAI: $AMD $NVDA\nAnduril: $DOMH\nNeuralink: $GOOGL\nStripe: $V $AXP $GOOGL $DXYZ\nDatabricks: $NVDA $MSFT https://t.co/fd6A09XC86", "quoted_text": null, "parent_author": "Speculator_io", "ret_m1d": 0.023396418721888246, "ret_signed_m1d": 0.023396418721888246, "alpha_spy_m1d": 0.020383157148224473, "alpha_c_m1d": 0.01591326488986433, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.007483153832023914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010710054941190927, "ret_signed_p1d": 0.010710054941190927, "alpha_spy_p1d": 0.011573173035424711, "alpha_c_p1d": 0.009591899274268512, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": 0.0011181556669224157, "ret_p1w": -0.01753168084433676, "ret_signed_p1w": -0.01753168084433676, "alpha_spy_p1w": -0.013289547232251397, "alpha_c_p1w": -0.020198077518502333, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.002666396674165572, "ret_p1m": 0.0019762114364092476, "ret_signed_p1m": 0.0019762114364092476, "alpha_spy_p1m": -0.012979551060641414, "alpha_c_p1m": -0.010494475549267968, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.012470686985677215, "ret_p3m": -0.04092829437241918, "ret_signed_p3m": -0.04092829437241918, "alpha_spy_p3m": -0.04047954137911969, "alpha_c_p3m": -0.06297740237078808, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": 0.0220491079983689, "ret_p6m": 0.1542289405250845, "ret_signed_p6m": 0.1542289405250845, "alpha_spy_p6m": 0.03681895375902178, "alpha_c_p6m": 0.17107689638475387, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.01684795585966936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0019762114364092476, "alpha_spy_stated": -0.012979551060641414, "alpha_c_stated": -0.010494475549267968, "price_path": [-0.2381, -0.2343, -0.2329, -0.1985, -0.1999, -0.2051, -0.1972, -0.1886, -0.1956, -0.1983, -0.2127, -0.217, -0.2147, -0.2226, -0.2256, -0.2199, -0.2174, -0.2184, -0.2023, -0.2171, -0.2208, -0.2306, -0.2464, -0.2223, -0.2181, -0.2004, -0.199, -0.1931, -0.1828, -0.2022, -0.1982, -0.1938, -0.172, -0.1422, -0.148, -0.1254, -0.1034, -0.1043, -0.0962, -0.1159, -0.0943, -0.0929, -0.1118, -0.0759, -0.072, -0.0867, -0.1126, -0.1195, -0.0921, -0.0944, -0.0673, -0.078, -0.0454, 0.0148, 0.0303, 0.0192, 0.0192, 0.0199, 0.0031, 0.006, 0.0182, 0.0118, 0.0234, 0.0, 0.0107, 0.0207, -0.0041, -0.0141, -0.0175, -0.0228, -0.0542, -0.0359, -0.0209, -0.0126, 0.002, 0.0012, 0.0012, -0.0007, -0.0005, 0.0004, -0.0023, -0.0023, 0.0046, 0.009, 0.002, 0.0263, 0.0374, 0.0473, 0.0578, 0.0709, 0.0705, 0.0608, 0.0519, 0.0519, 0.0264, 0.0467, 0.0536, 0.0453, 0.0623, 0.0664, 0.0711, 0.0782, 0.0774, 0.0955, 0.0828, 0.0616, 0.0559, 0.0291, 0.0338, 0.0155, -0.0088, -0.015, -0.0255, -0.0255, -0.0373, -0.0331, -0.0346, 0.004, -0.0071, -0.009, -0.0026, -0.0202, -0.0062, -0.023, -0.0323, -0.0338, -0.0409, -0.0485, -0.0228, -0.0206, -0.0153, -0.0317, -0.0358, -0.0253, -0.0082, -0.0185, -0.0203, -0.0399, -0.0365, -0.0736, -0.072, -0.1039, -0.1249, -0.1276, -0.0827, -0.0514, -0.0566, -0.0566, -0.0431, -0.0256, 0.0122, 0.0159, 0.0119, 0.0249, 0.0619, 0.0753, 0.0718, 0.0899, 0.0763, 0.0599, 0.0824, 0.081, 0.0986, 0.1175, 0.1157, 0.1162, 0.2274, 0.2303, 0.2225, 0.239, 0.2697, 0.2695, 0.2785, 0.2397, 0.2356, 0.2843, 0.2793, 0.2656, 0.2662, 0.2366, 0.2405, 0.2366, 0.2216, 0.2216, 0.2404, 0.2403, 0.2444, 0.2132, 0.2005, 0.1542]}
{"unit_id": "reply:1978736604945535023", "ticker_idx": 0, "ts": "2025-10-16T08:15:44+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This shift gives them near-monopolistic pricing power over the most critical resource of the next decade. Every major tech company must go through $TSM for their AI ambitions.", "tweet_type": "prediction", "timeline": "years", "summary": "Bullish TSMC on near-monopolistic pricing power as every major tech company depends on it for AI chip production over the next decade.", "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": "@StockSavvyShay @FuturumEquities This shift gives them near-monopolistic pricing power over the most critical resource of the next decade.\nEvery major tech company must go through $TSM for their AI ambitions.", "reply_text": null, "parent_text": "$TSM has become the AI factory of the new digital economy.\n\n57% of TSMC’s sales now come from AI compute chips &amp; only 30% from smartphones which signals the shift from devices to data centers.\n\nClearest confirmation yet that semiconductors are no longer cyclical products but the https://t.co/OuMosUlkIv", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.016242044031692826, "ret_signed_m1d": 0.016242044031692826, "alpha_spy_m1d": 0.009385025946808234, "alpha_c_m1d": 0.020669581976572204, "bench_spy_m1d": 0.006857018084884592, "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": -0.01587521242073775, "ret_signed_p1d": -0.01587521242073775, "alpha_spy_p1d": -0.021551604949205716, "alpha_c_p1d": -0.014506164042671688, "bench_spy_p1d": 0.005676392528467966, "bench_c_p1d": -0.0013690483780660623, "ret_p1w": -0.030382910242582772, "ret_signed_p1w": -0.030382910242582772, "alpha_spy_p1w": -0.04721516164633388, "alpha_c_p1w": -0.03475230844001875, "bench_spy_p1w": 0.01683225140375111, "bench_c_p1w": 0.004369398197435981, "ret_p1m": -0.0500934415308778, "ret_signed_p1m": -0.0500934415308778, "alpha_spy_p1m": -0.0671829824870056, "alpha_c_p1m": -0.05498725668339799, "bench_spy_p1m": 0.017089540956127802, "bench_c_p1m": 0.004893815152520187, "ret_p3m": 0.10760445212119141, "ret_signed_p3m": 0.10760445212119141, "alpha_spy_p3m": 0.05435296704719916, "alpha_c_p3m": -0.03643374034259539, "bench_spy_p3m": 0.053251485073992244, "bench_c_p3m": 0.1440381924637868, "ret_p6m": 0.2428213946535729, "ret_signed_p6m": 0.2428213946535729, "alpha_spy_p6m": 0.2084776176187242, "alpha_c_p6m": -0.03372807197220573, "bench_spy_p6m": 0.0343437770348487, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2059, -0.22, -0.201, -0.1968, -0.1835, -0.1929, -0.1977, -0.1924, -0.1967, -0.218, -0.2054, -0.2271, -0.2308, -0.1934, -0.196, -0.1951, -0.1878, -0.1973, -0.1988, -0.2058, -0.1974, -0.2264, -0.24, -0.2442, -0.2254, -0.2168, -0.2063, -0.2045, -0.2078, -0.2324, -0.2324, -0.2407, -0.2307, -0.218, -0.1908, -0.1782, -0.1658, -0.1341, -0.1392, -0.1378, -0.131, -0.126, -0.1236, -0.1041, -0.1166, -0.0907, -0.0571, -0.0638, -0.0773, -0.0883, -0.0887, -0.0685, -0.0379, -0.0391, -0.0255, 0.0085, -0.0194, 0.0156, 0.0001, -0.064, 0.0102, -0.013, 0.0162, 0.0, -0.0159, -0.0071, -0.0178, -0.0366, -0.0304, -0.0163, -0.0053, 0.0056, 0.0175, 0.0113, 0.002, 0.0167, -0.0193, -0.0207, -0.0354, -0.0445, -0.0152, -0.0289, -0.0307, -0.0588, -0.0501, -0.0595, -0.0731, -0.0583, -0.0745, -0.0826, -0.0507, -0.0506, -0.033, -0.033, -0.0278, -0.0406, -0.0258, -0.0146, -0.023, -0.0171, 0.0068, 0.0119, 0.0344, 0.0195, -0.0234, -0.0378, -0.0407, -0.0738, -0.048, -0.0337, -0.0192, -0.007, -0.0008, -0.0008, 0.0127, 0.0063, 0.0018, 0.0162, 0.0162, 0.0688, 0.0776, 0.095, 0.0657, 0.0635, 0.0823, 0.1095, 0.1076, 0.0939, 0.1425, 0.145, 0.145, 0.0941, 0.0906, 0.0948, 0.1198, 0.1126, 0.1314, 0.1447, 0.1355, 0.1054, 0.1415, 0.1228, 0.0893, 0.106, 0.1666, 0.1885, 0.2103, 0.251, 0.231, 0.2252, 0.2252, 0.2179, 0.2114, 0.2052, 0.2391, 0.2375, 0.29, 0.2966, 0.2601, 0.2526, 0.2343, 0.1809, 0.1953, 0.1833, 0.1333, 0.1661, 0.1607, 0.1857, 0.126, 0.1313, 0.1378, 0.1603, 0.1388, 0.1361, 0.1041, 0.135, 0.1511, 0.1662, 0.0936, 0.0957, 0.0614, 0.1333, 0.1452, 0.137, 0.137, 0.1461, 0.158, 0.2271, 0.2257, 0.2428]}
{"unit_id": "orig:1996590163661607366", "ticker_idx": 0, "ts": "2025-12-04T14:39:24+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL only getting started", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish PL ahead of next week's earnings; stock only getting started.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL only getting started. Really looking forward to next week earnings. https://t.co/0qfeSI101R", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0718701222302448, "ret_signed_m1d": -0.0718701222302448, "alpha_spy_m1d": -0.07113960647209194, "alpha_c_m1d": -0.06670922076299979, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.005160901467245016, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013137490582097344, "ret_signed_p1d": -0.013137490582097344, "alpha_spy_p1d": -0.015036975426413246, "alpha_c_p1d": -0.010363462601521545, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": -0.0027740279805757995, "ret_p1w": 0.35007727046904646, "ret_signed_p1w": 0.35007727046904646, "alpha_spy_p1w": 0.3430929499413198, "alpha_c_p1w": 0.3325301061845698, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.01754716428447667, "ret_p1m": 0.5772797920606685, "ret_signed_p1m": 0.5772797920606685, "alpha_spy_p1m": 0.5761128012298822, "alpha_c_p1m": 0.5546291193065047, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.02265067275416377, "ret_p3m": 0.9551777478737078, "ret_signed_p3m": 0.9551777478737078, "alpha_spy_p3m": 0.9581725567517583, "alpha_c_p3m": 0.819503283338956, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": 0.13567446453475185, "ret_p6m": 2.952086634312982, "ret_signed_p6m": 2.952086634312982, "alpha_spy_p6m": 2.840458179447328, "alpha_c_p6m": 2.8282164596565584, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": 0.12387017465642391, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5772797920606685, "alpha_spy_stated": 0.5761128012298822, "alpha_c_stated": 0.5546291193065047, "price_path": [-0.2535, -0.3029, -0.3068, -0.2527, -0.2442, -0.238, -0.2465, -0.2094, -0.1801, -0.1414, -0.1414, -0.0688, -0.0781, -0.0757, -0.0572, -0.0116, 0.0031, 0.0641, 0.1476, 0.1832, 0.1777, 0.2117, 0.2056, 0.2102, 0.136, 0.1785, 0.1422, 0.1662, 0.0224, 0.0131, 0.0479, -0.0023, -0.034, 0.0008, 0.0518, 0.0286, -0.0077, -0.0031, -0.0062, 0.0394, 0.0193, -0.0185, 0.024, -0.0371, -0.01, 0.0348, -0.0363, -0.0386, -0.1182, -0.119, -0.1337, -0.1151, -0.0889, -0.1321, -0.1376, -0.1082, -0.0935, -0.0943, -0.0943, -0.0804, -0.0958, -0.0904, -0.0719, 0.0, -0.0131, 0.0008, -0.0077, 0.0, 0.3501, 0.4096, 0.3949, 0.3818, 0.2728, 0.3516, 0.4822, 0.592, 0.602, 0.5703, 0.5703, 0.4961, 0.5355, 0.5255, 0.524, 0.524, 0.5773, 0.653, 0.6878, 0.7473, 0.7342, 0.755, 0.966, 0.9567, 1.0657, 1.1855, 1.2241, 1.2241, 1.1638, 1.0386, 1.0139, 1.0819, 0.9992, 1.1692, 1.1546, 1.0363, 0.9297, 0.7658, 0.8509, 0.6824, 0.5788, 0.7202, 0.8563, 0.7612, 0.6731, 0.6461, 0.7326, 0.7326, 0.7164, 0.8346, 0.9405, 0.847, 0.8377, 0.9096, 0.9034, 0.9784, 0.8655, 1.0371, 0.9552, 1.0093, 0.9003, 0.9536, 0.9954, 0.9629, 0.966, 0.9297, 0.9158, 0.9011, 1.0927, 0.9173, 1.0835, 1.6144, 1.6136, 1.4598, 1.7334, 1.5039, 1.3849, 1.1553, 1.16, 1.3733, 1.7728, 1.7728, 1.7063, 1.7179, 1.8246, 1.6453, 1.6793, 1.6522, 1.6221, 1.6592, 2.0827, 1.9737, 1.898, 1.9389, 2.0502, 1.959, 1.7388, 1.7396, 1.7071, 1.6337, 1.857, 1.8516, 1.9784, 1.8694, 2.0672, 1.7233, 2.017, 2.2334, 2.1437, 2.1484, 2.3261, 2.2164, 2.2156, 2.2141, 2.2968, 2.2828, 2.4274, 2.4274, 2.7342, 2.9011, 2.9722, 2.9521]}
{"unit_id": "quote:1985455870465941659", "ticker_idx": 0, "ts": "2025-11-03T21:15:42+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR posts a monster Q3 beat & raise, silencing all doubts. US Commercial revenue exploded 121% Y/Y. Adjusted Operating Margin expanded to 51%, driving a 114% Rule of 40 score. US commercial TCV up 342%. AIP adoption is in hyper-growth. Guidance raised again.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR on monster Q3 beat-and-raise: 121% US commercial revenue growth, 51% adj. operating margin, 342% TCV growth, raised guidance.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR posts a monster Q3 beat &amp; raise, silencing all doubts. \n\nUS Commercial revenue exploded 121% Y/Y. Adjusted Operating Margin expanded to 51%, driving a 114% Rule of 40 score. US commercial TCV up 342%. AIP adoption is in hyper-growth. Guidance raised again. https://t.co/SDobk53nMH", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR reports Q3 earnings tonight. \n\nInvestors are focused on whether the explosive US commercial revenue growth can continue. Also critical: AIP customer adoption rates and if adjusted operating margins remain high despite a planned hiring surge.\n\nEPS est. $0.17\nRev est. $1.091 https://t.co/X66NFzdhwj", "parent_author": null, "ret_m1d": 0.08619055630260197, "ret_signed_m1d": 0.08619055630260197, "alpha_spy_m1d": 0.07419481687718532, "alpha_c_m1d": 0.07419481687718532, "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": -0.014889438580735881, "ret_signed_p1d": -0.014889438580735881, "alpha_spy_p1d": -0.018354823781864926, "alpha_c_p1d": -0.018354823781864926, "bench_spy_p1d": 0.0034653852011290454, "bench_c_p1d": 0.0034653852011290454, "ret_p1w": 0.0011534089040958762, "ret_signed_p1w": 0.0011534089040958762, "alpha_spy_p1w": -0.010338695389389141, "alpha_c_p1w": -0.010338695389389141, "bench_spy_p1w": 0.011492104293485017, "bench_c_p1w": 0.011492104293485017, "ret_p1m": -0.0768585678930096, "ret_signed_p1m": -0.0768585678930096, "alpha_spy_p1m": -0.08966881820769035, "alpha_c_p1m": -0.08966881820769035, "bench_spy_p1m": 0.012810250314680749, "bench_c_p1m": 0.012810250314680749, "ret_p3m": -0.2314669596507678, "ret_signed_p3m": -0.2314669596507678, "alpha_spy_p3m": -0.25927133741211417, "alpha_c_p3m": -0.25927133741211417, "bench_spy_p3m": 0.027804377761346366, "bench_c_p3m": 0.027804377761346366, "ret_p6m": -0.2766593412641595, "ret_signed_p6m": -0.2766593412641595, "alpha_spy_p6m": -0.3364776334270373, "alpha_c_p6m": -0.3364776334270373, "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": -0.0768585678930096, "alpha_spy_stated": -0.08966881820769035, "alpha_c_stated": -0.08966881820769035, "price_path": [-0.0448, -0.0198, -0.0423, -0.0198, -0.0334, -0.051, -0.0711, -0.0876, -0.173, -0.1821, -0.1812, -0.1678, -0.176, -0.1566, -0.1784, -0.171, -0.1784, -0.1784, -0.1764, -0.1879, -0.1814, -0.1973, -0.1816, -0.1488, -0.1258, -0.1383, -0.1012, -0.1024, -0.1074, -0.1175, -0.0722, -0.0438, -0.0598, -0.0429, -0.0586, -0.0609, -0.069, -0.0623, -0.0436, -0.0304, -0.0193, -0.0926, -0.0588, -0.0449, -0.0376, -0.0276, -0.0802, -0.0709, -0.0577, -0.0583, -0.0662, -0.066, -0.048, -0.0484, -0.08, -0.0538, -0.032, -0.0082, -0.006, 0.0423, 0.02, 0.051, 0.0862, 0.0, -0.0149, -0.0823, -0.0672, 0.015, 0.0012, -0.0344, -0.0975, -0.0877, -0.1022, -0.1227, -0.1327, -0.1835, -0.1882, -0.1494, -0.1426, -0.1309, -0.1309, -0.1169, -0.1219, -0.1051, -0.0769, -0.0672, -0.0471, -0.0485, -0.0467, -0.0148, -0.0168, -0.0376, -0.0393, -0.0157, -0.0705, -0.0265, 0.0138, 0.017, 0.0178, 0.018, 0.018, -0.0106, -0.0344, -0.0519, -0.0681, -0.0681, -0.12, -0.0876, -0.0578, -0.0475, -0.0728, -0.0695, -0.0594, -0.0618, -0.0647, -0.0717, -0.1037, -0.1037, -0.1164, -0.1332, -0.1302, -0.1108, -0.122, -0.1313, -0.1751, -0.2038, -0.2315, -0.2253, -0.1723, -0.2684, -0.3184, -0.2875, -0.2508, -0.2686, -0.2887, -0.323, -0.3111, -0.3111, -0.3026, -0.2902, -0.2928, -0.291, -0.3153, -0.3245, -0.2965, -0.2873, -0.2807, -0.2389, -0.2282, -0.1969, -0.1996, -0.1761, -0.1799, -0.2076, -0.2052, -0.1952, -0.2086, -0.1993, -0.187, -0.1991, -0.1838, -0.21, -0.1568, -0.1885, -0.1876, -0.2264, -0.25, -0.2789, -0.2331, -0.232, -0.2217, -0.2217, -0.2244, -0.2132, -0.262, -0.3159, -0.3286, -0.306, -0.2886, -0.2547, -0.2515, -0.2325, -0.2351, -0.2347, -0.1999, -0.2578, -0.2498, -0.2498, -0.2598, -0.2767]}
{"unit_id": "reply:1973718869148836134", "ticker_idx": 0, "ts": "2025-10-02T11:57:02+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "tweet_type": "prediction", "timeline": "years", "summary": "Long ASTS, RKLB, and PL as major players in the nascent space economy.", "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": "@StockSavvyShay The space economy has only just begun. Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "reply_text": null, "parent_text": "$ASTS &amp; Bell just made Canada’s first space-based 4G VoLTE call along with broadband data &amp; video streaming on regular smartphones.\n\nAnother proof point that D2C is ready for real-world use. https://t.co/bhRSdMHFwD", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.13935919777889605, "ret_signed_m1d": -0.13935919777889605, "alpha_spy_m1d": -0.13820869815620407, "alpha_c_m1d": -0.13820869815620407, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.0011504996226919806, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024183772454012598, "ret_signed_p1d": 0.024183772454012598, "alpha_spy_p1d": 0.024198577860395254, "alpha_c_p1d": 0.024198577860395254, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": -1.4805406382656372e-05, "ret_p1w": 0.31181977193923616, "ret_signed_p1w": 0.31181977193923616, "alpha_spy_p1w": 0.308920763018657, "alpha_c_p1w": 0.308920763018657, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": 0.002899008920579149, "ret_p1m": 0.21296849392346906, "ret_signed_p1m": 0.21296849392346906, "alpha_spy_p1m": 0.19378197467818792, "alpha_c_p1m": 0.19378197467818792, "bench_spy_p1m": 0.01918651924528114, "bench_c_p1m": 0.01918651924528114, "ret_p3m": 0.1287786603909442, "ret_signed_p3m": 0.1287786603909442, "alpha_spy_p3m": 0.09916187028765022, "alpha_c_p3m": 0.09916187028765022, "bench_spy_p3m": 0.02961679010329399, "bench_c_p3m": 0.02961679010329399, "ret_p6m": 0.18908696817380255, "ret_signed_p6m": 0.18908696817380255, "alpha_spy_p6m": 0.23618572464840903, "alpha_c_p6m": 0.23618572464840903, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": -0.047098756474606485, "ret_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": [-0.3094, -0.3129, -0.3576, -0.3354, -0.3111, -0.2766, -0.2273, -0.2045, -0.1317, -0.1236, -0.1434, -0.1371, -0.1094, -0.0922, -0.1787, -0.1805, -0.1976, -0.1794, -0.1963, -0.2071, -0.2234, -0.2054, -0.2172, -0.2789, -0.2952, -0.3059, -0.2479, -0.2435, -0.2669, -0.2733, -0.2721, -0.3206, -0.3186, -0.3201, -0.2885, -0.2441, -0.2378, -0.2707, -0.2601, -0.2603, -0.2603, -0.263, -0.3165, -0.3673, -0.359, -0.3838, -0.4421, -0.432, -0.42, -0.4148, -0.3807, -0.3889, -0.3774, -0.3736, -0.3183, -0.2616, -0.1717, -0.1762, -0.2535, -0.258, -0.2618, -0.2582, -0.1394, 0.0, 0.0242, 0.1019, 0.1298, 0.2273, 0.3118, 0.2399, 0.3679, 0.4284, 0.4463, 0.3528, 0.2619, 0.2517, 0.1882, 0.0784, 0.084, 0.114, 0.2009, 0.1755, 0.2101, 0.159, 0.213, 0.0753, 0.0588, 0.0638, -0.0133, 0.0458, 0.0384, 0.0261, -0.0252, -0.0713, -0.0719, -0.1445, -0.12, -0.1232, -0.2337, -0.2235, -0.1687, -0.161, -0.1608, -0.1608, -0.1505, -0.2048, -0.1401, -0.0713, 0.0981, 0.1173, 0.1185, 0.101, 0.1948, 0.281, 0.1593, 0.0249, 0.0334, -0.065, -0.0035, 0.1463, 0.3071, 0.2949, 0.1797, 0.1797, 0.0875, 0.0803, 0.1288, 0.0978, 0.0978, 0.2616, 0.3742, 0.4735, 0.2958, 0.3688, 0.4763, 0.4872, 0.4015, 0.4392, 0.5304, 0.7498, 0.7498, 0.6995, 0.5644, 0.7589, 0.7166, 0.5837, 0.6829, 0.8324, 0.8454, 0.6809, 0.5803, 0.7497, 0.5644, 0.4098, 0.5385, 0.5435, 0.4551, 0.4649, 0.2427, 0.2471, 0.2471, 0.255, 0.2761, 0.3059, 0.2122, 0.2681, 0.2972, 0.2449, 0.2963, 0.1969, 0.3138, 0.4008, 0.5854, 0.4187, 0.3524, 0.3567, 0.323, 0.3333, 0.3164, 0.305, 0.3469, 0.4465, 0.3715, 0.4222, 0.3593, 0.3365, 0.3147, 0.4519, 0.328, 0.1891]}
{"unit_id": "reply:1973718869148836134", "ticker_idx": 1, "ts": "2025-10-02T11:57:02+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "tweet_type": "prediction", "timeline": "years", "summary": "Long ASTS, RKLB, and PL as major players in the nascent space economy.", "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": "@StockSavvyShay The space economy has only just begun. Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "reply_text": null, "parent_text": "$ASTS &amp; Bell just made Canada’s first space-based 4G VoLTE call along with broadband data &amp; video streaming on regular smartphones.\n\nAnother proof point that D2C is ready for real-world use. https://t.co/bhRSdMHFwD", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.08576329131519878, "ret_signed_m1d": -0.08576329131519878, "alpha_spy_m1d": -0.0846127916925068, "alpha_c_m1d": -0.08316923584265801, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.0025940554725407683, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07032587270558355, "ret_signed_p1d": 0.07032587270558355, "alpha_spy_p1d": 0.0703406781119662, "alpha_c_p1d": 0.06896406345470352, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": 0.0013618092508800306, "ret_p1w": 0.26586614491516203, "ret_signed_p1w": 0.26586614491516203, "alpha_spy_p1w": 0.2629671359945829, "alpha_c_p1w": 0.27176765106042233, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.005901506145260305, "ret_p1m": 0.2003048995048673, "ret_signed_p1m": 0.2003048995048673, "alpha_spy_p1m": 0.18111838025958615, "alpha_c_p1m": 0.1947277002023915, "bench_spy_p1m": 0.01918651924528114, "bench_c_p1m": 0.005577199302475799, "ret_p3m": 0.34267191365043614, "ret_signed_p3m": 0.34267191365043614, "alpha_spy_p3m": 0.31305512354714216, "alpha_c_p3m": 0.32480070010001993, "bench_spy_p3m": 0.02961679010329399, "bench_c_p3m": 0.01787121355041621, "ret_p6m": 0.16123497022398747, "ret_signed_p6m": 0.16123497022398747, "alpha_spy_p6m": 0.20833372669859396, "alpha_c_p6m": 0.1223625678479332, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": 0.03887240237605427, "ret_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": [-0.259, -0.2617, -0.254, -0.2548, -0.2561, -0.1765, -0.15, -0.0911, -0.0217, -0.0206, -0.1006, -0.1065, -0.0633, -0.0827, -0.0961, -0.1403, -0.1654, -0.1149, -0.1248, -0.146, -0.1511, -0.1471, -0.1595, -0.1574, -0.1483, -0.142, -0.1723, -0.1805, -0.1841, -0.1563, -0.1429, -0.2201, -0.2245, -0.2085, -0.1542, -0.1001, -0.0827, -0.1185, -0.0869, -0.0738, -0.0738, -0.0602, -0.1704, -0.1807, -0.1264, -0.0903, -0.1037, -0.1201, -0.077, 0.0166, 0.0299, -0.0996, -0.0837, -0.1008, -0.0892, -0.0507, 0.0084, -0.072, -0.1113, -0.1184, -0.1041, -0.0869, -0.0858, 0.0, 0.0703, 0.1149, 0.1723, 0.2447, 0.2659, 0.2247, 0.2468, 0.2966, 0.3202, 0.2769, 0.263, 0.2836, 0.2464, 0.1543, 0.2115, 0.2304, 0.2506, 0.215, 0.2609, 0.161, 0.2003, 0.169, 0.0781, 0.0753, -0.0545, -0.0158, -0.0109, -0.0234, -0.0476, -0.1376, -0.1321, -0.1746, -0.1847, -0.1687, -0.2476, -0.2319, -0.191, -0.1881, -0.2009, -0.2009, -0.1969, -0.2306, -0.2014, -0.1477, -0.0591, -0.0651, -0.0173, 0.0183, 0.0962, 0.2108, 0.1719, 0.056, 0.0576, 0.0284, 0.142, 0.344, 0.478, 0.4709, 0.4709, 0.4709, 0.3465, 0.3364, 0.3427, 0.3295, 0.3295, 0.4483, 0.4892, 0.6396, 0.6024, 0.5834, 0.6171, 0.6752, 0.6501, 0.7496, 0.7298, 0.8353, 0.8353, 0.6993, 0.6737, 0.6768, 0.6943, 0.5338, 0.6581, 0.688, 0.6329, 0.526, 0.4132, 0.5489, 0.3934, 0.264, 0.3783, 0.4454, 0.3728, 0.3269, 0.2581, 0.2853, 0.2853, 0.332, 0.4183, 0.4595, 0.3505, 0.3381, 0.3335, 0.3379, 0.3846, 0.3169, 0.3526, 0.3366, 0.3705, 0.3341, 0.3362, 0.3623, 0.3137, 0.3715, 0.303, 0.3038, 0.3591, 0.4978, 0.3242, 0.3709, 0.2813, 0.296, 0.2592, 0.389, 0.2567, 0.1612]}
{"unit_id": "reply:1973718869148836134", "ticker_idx": 2, "ts": "2025-10-02T11:57:02+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "tweet_type": "prediction", "timeline": "years", "summary": "Long ASTS, RKLB, and PL as major players in the nascent space economy.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay The space economy has only just begun. Companies like $ASTS, $RKLB and $PL will play a major role in this development.", "reply_text": null, "parent_text": "$ASTS &amp; Bell just made Canada’s first space-based 4G VoLTE call along with broadband data &amp; video streaming on regular smartphones.\n\nAnother proof point that D2C is ready for real-world use. https://t.co/bhRSdMHFwD", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.07272726572140098, "ret_signed_m1d": -0.07272726572140098, "alpha_spy_m1d": -0.071576766098709, "alpha_c_m1d": -0.07013321024886021, "bench_spy_m1d": -0.0011504996226919806, "bench_c_m1d": -0.0025940554725407683, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030976432749521887, "ret_signed_p1d": 0.030976432749521887, "alpha_spy_p1d": 0.030991238155904544, "alpha_c_p1d": 0.029614623498641857, "bench_spy_p1d": -1.4805406382656372e-05, "bench_c_p1d": 0.0013618092508800306, "ret_p1w": 0.0545454171808053, "ret_signed_p1w": 0.0545454171808053, "alpha_spy_p1w": 0.05164640826022615, "alpha_c_p1w": 0.060446923326065605, "bench_spy_p1w": 0.002899008920579149, "bench_c_p1w": -0.005901506145260305, "ret_p1m": -0.0942761303866061, "ret_signed_p1m": -0.0942761303866061, "alpha_spy_p1m": -0.11346264963188724, "alpha_c_p1m": -0.0998533296890819, "bench_spy_p1m": 0.01918651924528114, "bench_c_p1m": 0.005577199302475799, "ret_p3m": 0.3292928797328736, "ret_signed_p3m": 0.3292928797328736, "alpha_spy_p3m": 0.2996760896295796, "alpha_c_p3m": 0.31142166618245737, "bench_spy_p3m": 0.02961679010329399, "bench_c_p3m": 0.01787121355041621, "ret_p6m": 1.0781144658325794, "ret_signed_p6m": 1.0781144658325794, "alpha_spy_p6m": 1.125213222307186, "alpha_c_p6m": 1.0392420634565251, "bench_spy_p6m": -0.047098756474606485, "bench_c_p6m": 0.03887240237605427, "ret_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": [-0.5401, -0.5333, -0.5387, -0.5556, -0.5865, -0.5825, -0.567, -0.5657, -0.5535, -0.5428, -0.5266, -0.5556, -0.538, -0.5394, -0.5522, -0.5717, -0.5832, -0.5771, -0.5791, -0.5838, -0.5596, -0.5697, -0.5744, -0.5778, -0.569, -0.5677, -0.5522, -0.5461, -0.5407, -0.5434, -0.5394, -0.5704, -0.567, -0.5636, -0.5421, -0.5246, -0.53, -0.5232, -0.5145, -0.5226, -0.5226, -0.5522, -0.5663, -0.565, -0.5603, -0.3495, -0.3926, -0.396, -0.3488, -0.3414, -0.336, -0.3434, -0.3111, -0.2855, -0.2519, -0.2519, -0.1886, -0.1966, -0.1946, -0.1785, -0.1387, -0.1259, -0.0727, 0.0, 0.031, 0.0263, 0.0559, 0.0505, 0.0545, -0.0101, 0.0269, -0.0047, 0.0162, -0.1091, -0.1172, -0.0869, -0.1306, -0.1582, -0.1279, -0.0835, -0.1037, -0.1354, -0.1313, -0.134, -0.0943, -0.1118, -0.1448, -0.1077, -0.1609, -0.1374, -0.0983, -0.1603, -0.1623, -0.2316, -0.2323, -0.2451, -0.229, -0.2061, -0.2438, -0.2485, -0.2229, -0.2101, -0.2108, -0.2108, -0.1987, -0.2121, -0.2074, -0.1912, -0.1286, -0.1401, -0.1279, -0.1354, -0.1286, 0.1764, 0.2283, 0.2155, 0.204, 0.1091, 0.1778, 0.2916, 0.3872, 0.396, 0.3684, 0.3684, 0.3037, 0.338, 0.3293, 0.3279, 0.3279, 0.3744, 0.4404, 0.4707, 0.5226, 0.5111, 0.5293, 0.7131, 0.7051, 0.8, 0.9044, 0.938, 0.938, 0.8855, 0.7764, 0.7549, 0.8141, 0.7421, 0.8902, 0.8774, 0.7744, 0.6815, 0.5387, 0.6128, 0.466, 0.3758, 0.499, 0.6175, 0.5347, 0.4579, 0.4343, 0.5098, 0.5098, 0.4956, 0.5987, 0.6909, 0.6094, 0.6013, 0.664, 0.6586, 0.7239, 0.6256, 0.7751, 0.7037, 0.7508, 0.6559, 0.7024, 0.7387, 0.7104, 0.7131, 0.6815, 0.6694, 0.6566, 0.8236, 0.6707, 0.8155, 1.2781, 1.2774, 1.1434, 1.3818, 1.1818, 1.0781]}
{"unit_id": "orig:1992976098590654611", "ticker_idx": 0, "ts": "2025-11-24T15:18:24+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Time to buy some shares if you ask me!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy NVO after ~70% drawdown from ATH; author sees current levels as an opportunity.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "This is getting completely out of hand. $NVO now down almost 70% from all time high 📉\n\nTime to buy some shares if you ask me! https://t.co/EMlWIbYDh0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.059150516296524236, "ret_signed_m1d": 0.059150516296524236, "alpha_spy_m1d": 0.07365544541593072, "alpha_c_m1d": 0.07365544541593072, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.014504929119406484, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04647539309889237, "ret_signed_p1d": 0.04647539309889237, "alpha_spy_p1d": 0.03706937214116235, "alpha_c_p1d": 0.03706937214116235, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.009406020957730021, "ret_p1w": 0.07694015054742676, "ret_signed_p1w": 0.07694015054742676, "alpha_spy_p1w": 0.05968353927698722, "alpha_c_p1w": 0.05968353927698722, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.017256611270439537, "ret_p1m": 0.14765389393158346, "ret_signed_p1m": 0.14765389393158346, "alpha_spy_p1m": 0.11585793565857339, "alpha_c_p1m": 0.11585793565857339, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.03179595827301007, "ret_p3m": 0.07738485622824509, "ret_signed_p3m": 0.07738485622824509, "alpha_spy_p3m": 0.05080826870798538, "alpha_c_p3m": 0.05080826870798538, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.02657658752025971, "ret_p6m": 0.020768467597162887, "ret_signed_p6m": 0.020768467597162887, "alpha_spy_p6m": -0.08267825333564649, "alpha_c_p6m": -0.08267825333564649, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": 0.10344672093280938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14765389393158346, "alpha_spy_stated": 0.11585793565857339, "alpha_c_stated": 0.11585793565857339, "price_path": [0.2551, 0.2477, 0.2555, 0.2555, 0.2537, 0.2617, 0.2484, 0.2282, 0.207, 0.2075, 0.209, 0.2075, 0.2201, 0.2368, 0.272, 0.2942, 0.3754, 0.3654, 0.35, 0.324, 0.3062, 0.2462, 0.2366, 0.2342, 0.2339, 0.3158, 0.3062, 0.326, 0.3264, 0.3124, 0.3256, 0.3049, 0.266, 0.2786, 0.26, 0.2613, 0.2473, 0.209, 0.2395, 0.2181, 0.187, 0.1837, 0.1777, 0.1761, 0.1574, 0.1423, 0.1127, 0.0998, 0.0921, 0.0729, 0.0776, 0.0342, 0.0158, 0.0216, 0.093, 0.1176, 0.0932, 0.0732, 0.0776, 0.0574, 0.0896, 0.0585, 0.0592, 0.0, 0.0465, 0.0832, 0.0832, 0.0974, 0.0769, 0.0547, 0.0578, 0.0672, 0.0643, 0.04, 0.0309, 0.0907, 0.1183, 0.1159, 0.1201, 0.0887, 0.0623, 0.0587, 0.0694, 0.0696, 0.1477, 0.1688, 0.1688, 0.1652, 0.1445, 0.139, 0.1314, 0.1314, 0.165, 0.2255, 0.2511, 0.2579, 0.2751, 0.3078, 0.3311, 0.3262, 0.31, 0.2702, 0.386, 0.386, 0.3493, 0.3191, 0.3838, 0.3845, 0.4227, 0.3985, 0.3416, 0.3193, 0.3215, 0.3104, 0.1185, 0.0494, -0.0362, 0.0594, 0.0978, 0.0923, 0.0838, 0.0881, 0.1023, 0.1023, 0.0978, 0.0947, 0.0774, 0.0545, -0.1187, -0.1419, -0.1514, -0.1634, -0.1672, -0.1603, -0.1848, -0.1439, -0.1312, -0.1421, -0.1154, -0.139, -0.1365, -0.1545, -0.1559, -0.1421, -0.1454, -0.1672, -0.1755, -0.1877, -0.1812, -0.1797, -0.1921, -0.1906, -0.1986, -0.1865, -0.1528, -0.159, -0.1475, -0.1475, -0.1547, -0.1491, -0.133, -0.1369, -0.1351, -0.1245, -0.0936, -0.0592, -0.0565, -0.0659, -0.0673, -0.0913, -0.0975, -0.112, -0.0509, -0.0502, -0.0509, -0.0712, -0.0267, 0.0115, 0.0233, 0.0344, 0.0549, 0.0558, 0.062, 0.0696, 0.0835, 0.0853, 0.0558, 0.0314, 0.0208, 0.0208]}
{"unit_id": "reply:1998155802973229150", "ticker_idx": 0, "ts": "2025-12-08T22:20:42+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA back to $200 before year-end", "tweet_type": "prediction", "timeline": "months", "summary": "NVDA to $200 before year-end, driven by H200 approval and potential China revenue recovery.", "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": "@StockSavvyShay $NVDA back to $200 before year-end", "reply_text": null, "parent_text": "$NVDA gained $200B today on H200 approval.\n\nOne phone call from Trump and Jensen basically added a Fortune-100 company in market cap.\n\nAnd if China revenue really comes back next year then that could stack another $25–30B in annual sales on top. https://t.co/7jtdEbDq6O", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.0031356786210645637, "ret_signed_m1d": 0.0031356786210645637, "alpha_spy_m1d": 0.002271814910431047, "alpha_c_m1d": 0.004355202450933571, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": -0.001219523829869007, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006433489130266867, "ret_signed_p1d": -0.006433489130266867, "alpha_spy_p1d": -0.013065724383024113, "alpha_c_p1d": -0.020254676241310277, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.01382118711104341, "ret_p1w": -0.03919561109061409, "ret_signed_p1w": -0.03919561109061409, "alpha_spy_p1w": -0.03309063182811833, "alpha_c_p1w": 0.007037449868570467, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": -0.04623306095918456, "ret_p1m": 0.022381964392599762, "ret_signed_p1m": 0.022381964392599762, "alpha_spy_p1m": 0.009823865548679755, "alpha_c_p1m": -0.02427934024071976, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.04666130463331952, "ret_p3m": -0.038654868619071636, "ret_signed_p3m": -0.038654868619071636, "alpha_spy_p3m": -0.0259570271160785, "alpha_c_p3m": -0.07319186644176534, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": 0.034536997822693705, "ret_p6m": 0.16106188375118835, "ret_signed_p6m": 0.16106188375118835, "alpha_spy_p6m": 0.0505344502670273, "alpha_c_p6m": -0.5730435934455826, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.734105477196771, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.022381964392599762, "alpha_spy_stated": 0.009823865548679755, "alpha_c_stated": -0.02427934024071976, "price_path": [-0.0422, -0.0387, -0.0391, -0.0546, -0.0794, -0.0472, -0.0449, -0.0074, -0.0354, -0.0433, -0.0394, -0.0367, -0.0169, 0.0086, 0.0122, 0.0211, 0.0143, 0.003, 0.0003, 0.0223, 0.041, -0.0098, 0.0181, -0.0268, -0.0278, -0.0171, -0.0095, -0.0127, -0.0207, -0.0254, -0.0152, 0.0069, 0.0352, 0.0868, 0.1193, 0.0968, 0.0947, 0.1184, 0.0741, 0.0553, 0.0168, 0.0171, 0.0761, 0.0442, 0.0477, 0.0102, 0.0281, 0.0088, -0.0196, 0.0083, -0.0235, -0.033, -0.0131, -0.0387, -0.0255, -0.0255, -0.0431, -0.0274, -0.019, -0.0291, -0.0086, -0.0138, 0.0031, 0.0, -0.0064, -0.0218, -0.0538, -0.0469, -0.0392, -0.0759, -0.0586, -0.0215, -0.0069, 0.0229, 0.0197, 0.0197, 0.0301, 0.0176, 0.0139, 0.0083, 0.0083, 0.021, 0.017, 0.0123, 0.0224, 0.0004, -0.0006, -0.0002, 0.0045, -0.0099, 0.0112, 0.0068, 0.0068, -0.0373, -0.0089, -0.0007, 0.0146, 0.0081, 0.0192, 0.0354, 0.0408, 0.0333, 0.0035, -0.025, -0.0583, -0.0708, 0.0024, 0.0274, 0.0193, 0.0275, 0.0107, -0.0117, -0.0117, 0.0, 0.0163, 0.0158, 0.0262, 0.0356, 0.0426, 0.0573, -0.0004, -0.0421, -0.0135, -0.0266, -0.0104, -0.0088, -0.0387, -0.0125, -0.0011, 0.0058, -0.0098, -0.0255, -0.0094, -0.0164, -0.0247, -0.0346, -0.0663, -0.0504, -0.0528, -0.034, -0.0742, -0.0943, -0.107, -0.0571, -0.0498, -0.0409, -0.0409, -0.0396, -0.0371, -0.0156, -0.0057, 0.0198, 0.0235, 0.0624, 0.0752, 0.0724, 0.0904, 0.0925, 0.0807, 0.0948, 0.0794, 0.126, 0.1711, 0.1525, 0.1313, 0.079, 0.0729, 0.0731, 0.0624, 0.1236, 0.1435, 0.1635, 0.1864, 0.1937, 0.221, 0.2745, 0.2182, 0.202, 0.1927, 0.2082, 0.1868, 0.1642, 0.1642, 0.1617, 0.1494, 0.1584, 0.1415, 0.213, 0.2047, 0.1611]}
{"unit_id": "reply:1987094989466194193", "ticker_idx": 0, "ts": "2025-11-08T09:48:58+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 some $IREN yesterday", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Disclosed a fresh buy of IREN yesterday.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@babyfolio Bit more diversified, bought some $IREN yesterday. For the rest nothing changed. https://t.co/Gu856dCPvY", "reply_text": null, "parent_text": "Portfolio update 11/8/25 (options excluded)\n$NBIS 80%\n$IREN 12%\n$TSLA 5%\n$KRKNF 1%\nCash 2%\n\nHow's yours looking?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": 0.036729316377319465, "ret_signed_m1d": 0.036729316377319465, "alpha_spy_m1d": 0.05209384265544492, "alpha_c_m1d": 0.04031627549788175, "bench_spy_m1d": -0.015364526278125457, "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": -0.04865784300963738, "alpha_c_p1d": -0.05089936377383775, "bench_spy_p1d": 0.002289267544563822, "bench_c_p1d": 0.004530788308764189, "ret_p1w": -0.21206579208637633, "ret_signed_p1w": -0.21206579208637633, "alpha_spy_p1w": -0.18892368049106323, "alpha_c_p1w": -0.18337026490951902, "bench_spy_p1w": -0.023142111595313097, "bench_c_p1w": -0.028695527176857305, "ret_p1m": -0.22153894668451635, "ret_signed_p1m": -0.22153894668451635, "alpha_spy_p1m": -0.22388691571253005, "alpha_c_p1m": -0.22739129995946072, "bench_spy_p1m": 0.0023479690280137078, "bench_c_p1m": 0.005852353274944377, "ret_p3m": -0.3387069615025584, "ret_signed_p3m": -0.3387069615025584, "alpha_spy_p3m": -0.33603956609460384, "alpha_c_p3m": -0.3482642889935006, "bench_spy_p3m": -0.002667395407954576, "bench_c_p3m": 0.00955732749094218, "ret_p6m": -0.0902442522140714, "ret_signed_p6m": -0.0902442522140714, "alpha_spy_p6m": -0.15841049192528178, "alpha_c_p6m": -0.07261969271142887, "bench_spy_p6m": 0.06816623971121039, "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": -0.22388691571253005, "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:1993722001807245761", "ticker_idx": 0, "ts": "2025-11-26T16:42:21+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "80% utilization proves this is a supply shock, not a bubble. The supercycle is here.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NVDA: 80% utilization confirms AI supercycle is a real supply shock, 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": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay 80% utilization proves this is a supply shock, not a bubble. The supercycle is here.", "reply_text": null, "parent_text": "This is why the AI cycle is nothing like the dot-com era.\n\nEarly-2000s fiber ran at roughly 7% utilization because the industry built far ahead of demand that never showed up. The physical layer scaled faster than the software.\n\nToday is the inverse. $NVDA clusters inside $MSFT, https://t.co/4A0bHuifLX", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.013535907621920473, "ret_signed_m1d": -0.013535907621920473, "alpha_spy_m1d": -0.006679748432845467, "alpha_c_m1d": 0.008608901628804455, "bench_spy_m1d": -0.006856159189075006, "bench_c_m1d": -0.02214480925072493, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.0037167531044279833, "ret_signed_p1w": -0.0037167531044279833, "alpha_spy_p1w": -0.009910855876734903, "alpha_c_p1w": -0.05163029176799894, "bench_spy_p1w": 0.00619410277230692, "bench_c_p1w": 0.047913538663570954, "ret_p1m": 0.04638033575539868, "ret_signed_p1m": 0.04638033575539868, "alpha_spy_p1m": 0.027636225630933486, "alpha_c_p1m": -0.004216939322873703, "bench_spy_p1m": 0.018744110124465196, "bench_c_p1m": 0.050597275078272386, "ret_p3m": 0.06269100993603405, "ret_signed_p3m": 0.06269100993603405, "alpha_spy_p3m": 0.05573715396445178, "alpha_c_p3m": -0.12843014795760932, "bench_spy_p3m": 0.006953855971582268, "bench_c_p3m": 0.19112115789364337, "ret_p6m": 0.21787486004541257, "ret_signed_p6m": 0.21787486004541257, "alpha_spy_p6m": 0.11890331108691998, "alpha_c_p6m": -0.4204071612712883, "bench_spy_p6m": 0.09897154895849258, "bench_c_p6m": 0.6382820213167009, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04638033575539868, "alpha_spy_stated": 0.027636225630933486, "alpha_c_stated": -0.004216939322873703, "price_path": [-0.0338, -0.0338, -0.0526, -0.0535, -0.0478, -0.0735, -0.0663, -0.0528, -0.0163, -0.0171, -0.0135, -0.0139, -0.0298, -0.0553, -0.0223, -0.0199, 0.0186, -0.0102, -0.0183, -0.0143, -0.0115, 0.0088, 0.0351, 0.0387, 0.0479, 0.0408, 0.0293, 0.0265, 0.0491, 0.0683, 0.0161, 0.0447, -0.0013, -0.0024, 0.0086, 0.0164, 0.0132, 0.005, 0.0001, 0.0105, 0.0333, 0.0623, 0.1152, 0.1486, 0.1255, 0.1233, 0.1477, 0.1022, 0.0829, 0.0434, 0.0438, 0.1042, 0.0716, 0.0751, 0.0366, 0.055, 0.0352, 0.0061, 0.0347, 0.0021, -0.0077, 0.0127, -0.0135, 0.0, 0.0, -0.0181, -0.0019, 0.0067, -0.0037, 0.0174, 0.012, 0.0294, 0.0262, 0.0196, 0.0038, -0.029, -0.022, -0.014, -0.0517, -0.0339, 0.0041, 0.0191, 0.0497, 0.0464, 0.0464, 0.057, 0.0442, 0.0404, 0.0347, 0.0347, 0.0477, 0.0437, 0.0388, 0.0492, 0.0266, 0.0256, 0.026, 0.0308, 0.016, 0.0377, 0.0332, 0.0332, -0.0121, 0.017, 0.0255, 0.0412, 0.0345, 0.0459, 0.0625, 0.068, 0.0604, 0.0297, 0.0005, -0.0336, -0.0464, 0.0286, 0.0543, 0.046, 0.0544, 0.0371, 0.0142, 0.0142, 0.0262, 0.0429, 0.0424, 0.0531, 0.0627, 0.0699, 0.0849, 0.0257, -0.017, 0.0124, -0.0011, 0.0155, 0.0171, -0.0135, 0.0133, 0.0251, 0.0321, 0.0161, 0.0001, 0.0165, 0.0094, 0.0009, -0.0093, -0.0418, -0.0255, -0.028, -0.0087, -0.0499, -0.0706, -0.0836, -0.0324, -0.0249, -0.0158, -0.0158, -0.0144, -0.0119, 0.0102, 0.0204, 0.0465, 0.0503, 0.0903, 0.1034, 0.1005, 0.119, 0.1211, 0.109, 0.1235, 0.1076, 0.1555, 0.2018, 0.1827, 0.161, 0.1072, 0.101, 0.1012, 0.0902, 0.1531, 0.1734, 0.194, 0.2175, 0.2249, 0.2529, 0.3079, 0.2501, 0.2335, 0.224, 0.2398, 0.2179]}
{"unit_id": "reply:2023036266879537447", "ticker_idx": 0, "ts": "2026-02-15T14:06:46+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I play on the drone industry via $AMPX. I think the competitive advantage for Amprius is clear and patented. The best battery solution for drones and other electronic aviation will be Amprius for a long time.", "tweet_type": "prediction", "timeline": "years", "summary": "Long AMPX: clear, patented competitive advantage as the best battery solution for drones and electronic aviation for the long term.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I think so as well. I don’t own any $ONDS shares. I play on the drone industry via $AMPX. I think the competitive advantage for Amprius is clear and patented. The best battery solution for drones and other electronic aviation will be Amprius for a long time. They are now focused on drones but the technology can be easily expanded into robotics.", "reply_text": null, "parent_text": "@Kaizen_Investor I honestly think $AMPX is the best way to play the scale up of the drone economy rather than owning specific drone companies like $ONDS (which I do have a position in, but I consider them more of a robotics company than just a drone company). Can’t go wrong with owning both, but", "quoted_text": null, "parent_author": "bennybigbull", "ret_m1d": 0.020470808586933842, "ret_signed_m1d": 0.020470808586933842, "alpha_spy_m1d": 0.022081692472191272, "alpha_c_m1d": 0.025668371889634667, "bench_spy_m1d": -0.0016108838852574303, "bench_c_m1d": -0.005197563302700825, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014329517204596298, "ret_signed_p1d": 0.014329517204596298, "alpha_spy_p1d": 0.009291809654019545, "alpha_c_p1d": 0.014557924721455229, "bench_spy_p1d": 0.005037707550576753, "bench_c_p1d": -0.00022840751685893057, "ret_p1w": 0.1054247374320958, "ret_signed_p1w": 0.1054247374320958, "alpha_spy_p1w": 0.098834733394777, "alpha_c_p1w": 0.09457253295348611, "bench_spy_p1w": 0.006590004037318797, "bench_c_p1w": 0.010852204478609684, "ret_p1m": 0.9344932172967815, "ret_signed_p1m": 0.9344932172967815, "alpha_spy_p1m": 0.9658617371553486, "alpha_c_p1m": 0.9910387529242363, "bench_spy_p1m": -0.031368519858567145, "bench_c_p1m": -0.05654553562745479, "ret_p3m": 0.7246673072650651, "ret_signed_p3m": 0.7246673072650651, "alpha_spy_p3m": 0.6392331319595277, "alpha_c_p3m": 0.7429354403424512, "bench_spy_p3m": 0.08543417530553743, "bench_c_p3m": -0.018268133077386062, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.0542, 0.0348, 0.1054, 0.0983, 0.1064, 0.1064, 0.1586, 0.086, 0.1116, 0.1791, 0.2508, 0.2467, 0.2078, 0.1975, 0.13, 0.1709, 0.1167, 0.0287, 0.0522, -0.1013, -0.0635, -0.043, -0.0716, -0.1075, -0.1269, -0.1269, -0.1535, -0.1894, -0.1986, -0.1924, -0.1924, -0.1054, -0.0573, -0.0594, -0.089, -0.0542, -0.0297, 0.0246, -0.0102, 0.0604, 0.0389, 0.1259, 0.1259, 0.1433, 0.1535, 0.2231, 0.1433, 0.1157, 0.1853, 0.2262, 0.39, 0.2733, 0.346, 0.5026, 0.2692, 0.0829, 0.2528, 0.2784, 0.1822, 0.1372, 0.043, 0.0205, 0.0205, 0.0, 0.0143, 0.0594, -0.0256, 0.044, 0.1054, 0.132, 0.1791, 0.0983, 0.1863, 0.1904, 0.2845, 0.5241, 0.6714, 0.8137, 0.8424, 0.9028, 0.8721, 0.8373, 0.913, 0.9836, 0.9345, 0.956, 0.8628, 0.912, 0.8178, 0.8352, 0.7564, 0.6499, 0.5067, 0.7257, 0.5885, 0.6377, 0.6377, 0.7973, 0.7093, 0.7318, 0.653, 0.7625, 0.8823, 0.8311, 0.8731, 0.958, 0.911, 1.0072, 1.1934, 1.3224, 1.2242, 1.1146, 1.1924, 1.0154, 1.0819, 1.1556, 1.1361, 1.086, 1.1904, 1.2712, 0.6489, 0.7093, 0.8096, 0.9273, 0.7932, 0.8291, 0.7247, 0.6244, 0.5844, 0.5425, 0.566, 0.6407, 0.6407, 0.825, 0.7564, 1.1341, 1.0757, 1.2262, 1.3449, 1.2252, 1.3071, 1.0154, 0.9273, 0.783, 0.6817, 0.7503, 0.6694, 0.7216, 0.5855, 0.5353, 0.6551, 0.6551, 0.6018, 0.4452, 0.2815, 0.2856, 0.3214, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1998497013768581378", "ticker_idx": 0, "ts": "2025-12-09T20:56:33+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I just add more $RKLB", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author plans to buy more RKLB regardless of SpaceX IPO valuation.", "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": "If SpaceX has a similar valuation as $RKLB, I'm in. Otherwise, I just add more $RKLB.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: Elon Musk's SpaceX is reportedly preparing for an IPO in 2026 that would raise $30 billion and value the company at $1.5 trillion.\n\nThis would make SpaceX the largest IPO in history. https://t.co/3WyT5l5lVH", "parent_author": null, "ret_m1d": -0.03499904400531362, "ret_signed_m1d": -0.03499904400531362, "alpha_spy_m1d": -0.035862907715947134, "alpha_c_m1d": -0.04237208735939113, "bench_spy_m1d": 0.0008638637106335167, "bench_c_m1d": 0.007373043354077513, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07654875779949588, "ret_signed_p1d": 0.07654875779949588, "alpha_spy_p1d": 0.06991652254673864, "alpha_c_p1d": 0.05827909653467267, "bench_spy_p1d": 0.006632235252757246, "bench_c_p1d": 0.01826966126482321, "ret_p1w": 0.03855514432949492, "ret_signed_p1w": 0.03855514432949492, "alpha_spy_p1w": 0.044660123591990675, "alpha_c_p1w": 0.020285483064671705, "bench_spy_p1w": -0.006104979262495758, "bench_c_p1w": 0.01826966126482321, "ret_p1m": 0.5736477887107523, "ret_signed_p1m": 0.5736477887107523, "alpha_spy_p1m": 0.5610896898668323, "alpha_c_p1m": 0.5328380966863333, "bench_spy_p1m": 0.012558098843920007, "bench_c_p1m": 0.040809692024418975, "ret_p3m": 0.312184170127358, "ret_signed_p3m": 0.312184170127358, "alpha_spy_p3m": 0.32488201163035113, "alpha_c_p3m": 0.19955170591898175, "bench_spy_p3m": -0.012697841502993135, "bench_c_p3m": 0.11263246420837625, "ret_p6m": 1.1467339751658425, "ret_signed_p6m": 1.1467339751658425, "alpha_spy_p6m": 1.0362065416816815, "alpha_c_p6m": 1.0039904899875527, "bench_spy_p6m": 0.11052743348416105, "bench_c_p6m": 0.14274348517828983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5736477887107523, "alpha_spy_stated": 0.5610896898668323, "alpha_c_stated": 0.5328380966863333, "price_path": [-0.0936, -0.0017, 0.0114, -0.1158, -0.1001, -0.117, -0.1056, -0.0678, -0.0097, -0.0887, -0.1273, -0.1342, -0.1202, -0.1033, -0.1022, -0.018, 0.0511, 0.0949, 0.1512, 0.2223, 0.2431, 0.2027, 0.2244, 0.2733, 0.2965, 0.254, 0.2403, 0.2605, 0.224, 0.1335, 0.1898, 0.2083, 0.2281, 0.1931, 0.2383, 0.1402, 0.1787, 0.148, 0.0588, 0.056, -0.0715, -0.0335, -0.0286, -0.041, -0.0648, -0.1531, -0.1477, -0.1894, -0.1993, -0.1836, -0.2611, -0.2457, -0.2055, -0.2027, -0.2152, -0.2152, -0.2113, -0.2444, -0.2158, -0.163, -0.076, -0.0819, -0.035, 0.0, 0.0765, 0.189, 0.1509, 0.0371, 0.0386, 0.0099, 0.1215, 0.3199, 0.4514, 0.4445, 0.4445, 0.4445, 0.3223, 0.3124, 0.3185, 0.3056, 0.3056, 0.4222, 0.4625, 0.6101, 0.5736, 0.5549, 0.5881, 0.6451, 0.6204, 0.7181, 0.6987, 0.8024, 0.8024, 0.6687, 0.6436, 0.6466, 0.6639, 0.5063, 0.6283, 0.6577, 0.6036, 0.4986, 0.3878, 0.5211, 0.3683, 0.2413, 0.3535, 0.4194, 0.3481, 0.303, 0.2354, 0.2622, 0.2622, 0.3081, 0.3929, 0.4333, 0.3262, 0.3141, 0.3096, 0.3139, 0.3597, 0.2933, 0.3283, 0.3126, 0.3459, 0.3101, 0.3122, 0.3378, 0.2901, 0.3468, 0.2796, 0.2804, 0.3346, 0.4709, 0.3004, 0.3462, 0.2583, 0.2727, 0.2366, 0.364, 0.2341, 0.1404, 0.0739, 0.2019, 0.2263, 0.2676, 0.2676, 0.2665, 0.2413, 0.2929, 0.2491, 0.2736, 0.3217, 0.3517, 0.3775, 0.5521, 0.5871, 0.6743, 0.6216, 0.6852, 0.5834, 0.4913, 0.5401, 0.4709, 0.4415, 0.5443, 0.475, 0.5031, 0.4741, 0.5843, 0.4707, 0.974, 1.1963, 1.2003, 1.3236, 1.4808, 1.3352, 1.4548, 1.3827, 1.5132, 1.3479, 1.5409, 1.5409, 1.6801, 1.8117, 1.7705, 1.6854, 1.2907, 1.3081, 1.1467]}
{"unit_id": "quote:1993378056946188673", "ticker_idx": 0, "ts": "2025-11-25T17:55:38+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "What does Mr. Market? It gave you another chance to buy more $NBIS, I hope you took it.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NBIS: AI infrastructure elevated to strategic national asset makes hardware/datacenters more valuable; urges buying 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": "quote", "lang": "en", "tweet_text": "The New Manhattan Project turns AI infrastructure from a \"commercial product\" into a \"strategic national asset.\" This makes $NBIS's hardware and data centers more valuable.\n\nWhat does Mr. Market? It gave you another chance to buy more $NBIS, I hope you took it.", "reply_text": null, "parent_text": null, "quoted_text": "Here is my $NBIS visual on request of the Nebius OG himself: @babyfolio.\n\nIf you want to know more about the company, the datacenter wave and my price targets, read the thread 👇 https://t.co/vagOrozq36", "parent_author": null, "ret_m1d": 0.03397844695978325, "ret_signed_m1d": 0.03397844695978325, "alpha_spy_m1d": 0.04329681911374128, "alpha_c_m1d": 0.04526452127834524, "bench_spy_m1d": -0.009318372153958032, "bench_c_m1d": -0.01128607431856199, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06536909729444051, "ret_signed_p1d": 0.06536909729444051, "alpha_spy_p1d": 0.05846560667471645, "alpha_c_p1d": 0.06396929135308826, "bench_spy_p1d": 0.006903490619724062, "bench_c_p1d": 0.0013998059413522501, "ret_p1w": 0.08517101630010582, "ret_signed_p1w": 0.08517101630010582, "alpha_spy_p1w": 0.07552680653653776, "alpha_c_p1w": 0.07703452218793894, "bench_spy_p1w": 0.009644209763568057, "bench_c_p1w": 0.008136494112166881, "ret_p1m": 0.025315032285438965, "ret_signed_p1m": 0.025315032285438965, "alpha_spy_p1m": -0.0004619682471695974, "alpha_c_p1m": -0.011188024414413578, "bench_spy_p1m": 0.025777000532608563, "bench_c_p1m": 0.03650305669985254, "ret_p3m": 0.10171018446087654, "ret_signed_p3m": 0.10171018446087654, "alpha_spy_p3m": 0.07734466066916967, "alpha_c_p3m": 0.07652970762836198, "bench_spy_p3m": 0.024365523791706867, "bench_c_p3m": 0.025180476832514564, "ret_p6m": 1.158190968180325, "ret_signed_p6m": 1.158190968180325, "alpha_spy_p6m": 1.05382273849599, "alpha_c_p6m": 1.1359027141706755, "bench_spy_p6m": 0.10436822968433512, "bench_c_p6m": 0.022288254009649622, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.025315032285438965, "alpha_spy_stated": -0.0004619682471695974, "alpha_c_stated": -0.011188024414413578, "price_path": [-0.1895, -0.2313, -0.2313, -0.2606, -0.2614, -0.2697, -0.2634, -0.2793, 0.077, 0.0507, 0.0035, 0.0172, 0.0234, 0.0062, 0.0585, 0.059, 0.1173, 0.1994, 0.2129, 0.274, 0.2144, 0.2117, 0.2401, 0.2632, 0.3007, 0.4162, 0.4399, 0.4057, 0.3243, 0.3726, 0.4923, 0.4579, 0.5241, 0.4418, 0.4157, 0.3843, 0.2763, 0.2264, 0.1733, 0.1096, 0.1944, 0.3193, 0.4112, 0.3707, 0.4075, 0.3972, 0.4719, 0.3554, 0.2437, 0.3164, 0.2313, 0.252, 0.2371, 0.1501, 0.0617, -0.0028, -0.0601, -0.0326, 0.0187, 0.0696, -0.0477, -0.0632, 0.034, 0.0, 0.0654, 0.0654, 0.0674, 0.1268, 0.0852, 0.113, 0.1566, 0.1031, 0.1288, 0.0847, 0.053, 0.0608, -0.0134, -0.0871, -0.0892, -0.1511, -0.1214, 0.0065, 0.0489, 0.0129, 0.0253, 0.0253, -0.0145, -0.032, -0.0417, -0.0582, -0.0582, 0.012, 0.0444, 0.1278, 0.0825, 0.0947, 0.1018, 0.2076, 0.1862, 0.1474, 0.1688, 0.2233, 0.2233, 0.1171, 0.1124, 0.0897, 0.0632, 0.029, 0.1011, 0.13, 0.0678, -0.0415, -0.0081, 0.012, -0.073, -0.1689, -0.0313, 0.045, 0.0327, -0.003, 0.0096, 0.1027, 0.1027, 0.0972, 0.1454, 0.2107, 0.1017, 0.132, 0.1541, 0.194, 0.18, 0.026, 0.024, -0.0234, 0.1001, 0.0762, 0.0051, 0.0682, 0.0849, 0.2601, 0.2156, 0.2708, 0.461, 0.3088, 0.3339, 0.3672, 0.3234, 0.2843, 0.2929, 0.2949, 0.1923, 0.1343, 0.038, 0.1674, 0.1471, 0.2243, 0.2243, 0.2662, 0.3209, 0.4064, 0.5339, 0.6311, 0.739, 0.822, 0.8764, 0.8603, 0.768, 0.7907, 0.7614, 0.7568, 0.7673, 0.6557, 0.631, 0.5246, 0.5885, 0.5552, 0.7382, 0.9849, 0.9793, 1.195, 1.0789, 0.992, 1.0938, 1.0152, 1.332, 1.4882, 1.4746, 1.2486, 1.2247, 1.1582]}
{"unit_id": "orig:2000997520437399815", "ticker_idx": 0, "ts": "2025-12-16T18:32:40+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought some more $IREN today. We are now trading 22% below my absolute bear case. The stock has flushed -50%, yet the thesis hasn't just held firm, it has hardened.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to IREN position 22% below bear case; bullish on 3GW power pipeline, $9.7B MSFT MSA, and renewable mix as irreplaceable AI infrastructure play.", "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 bought some more $IREN today. We are now trading 22% below my absolute bear case. In that scenario, I assume zero new AI contracts. Pricing the company solely on the existing $MSFT deal + legacy Bitcoin mining.\n\nThe stock has flushed -50%, yet the thesis hasn't just held firm, it has hardened.\n\nPower is the single hardest bottleneck in the AI stack. We are hitting a wall in North American grid capacity. $IREN doesn't just have land, they control a 3GW power pipeline. In a power-capped world, this is the ultimate strategic asset.\n\nDuring this drawdown, $IREN validated its legitimacy as a hyperscaler partner. The $9.7B Master Services Agreement with Microsoft is institutional validation. It transforms the companies risk profile from a speculative operator into apiece of critical US digital infrastructure with 5-year, investment-grade cash flow.\n\nHyperscalers have strict Net-Zero mandates. They cannot sign 10-year deals with dirty power. IREN’s 100% renewable mix (Hydro/Wind/Solar) isn’t just \"nice to have\" but is a contractual prerequisite for winning Tier-1 business.\n\nI am ignoring the noise, the dilution panic, and the \"AI Bubble\" narratives. We cannot integrate AI into the real economy without solving the energy equation first.", "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": 0.4252735486695831, "alpha_c_p1m": 0.45070765785245626, "bench_spy_p1m": 0.01993008203811475, "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": 0.4252735486695831, "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:1973081579435008009", "ticker_idx": 0, "ts": "2025-09-30T17:44:41+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Once $HIMS breaks the $60 resistance again, it will be unstoppable", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish HIMS; expects breakout above $60 resistance to be unstoppable.", "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": "@TheTechInvest Once $HIMS breaks the $60 resistance again, it will be unstoppable", "reply_text": null, "parent_text": "$OSCR -2%🔴\n$HIMS -5%🔴\n\nWe rise together or fall together.", "quoted_text": null, "parent_author": "TheTechInvest", "ret_m1d": 0.04231307580271393, "ret_signed_m1d": 0.04231307580271393, "alpha_spy_m1d": 0.04606577476120899, "alpha_c_m1d": 0.04606577476120899, "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": -0.007228487986394083, "ret_signed_p1d": -0.007228487986394083, "alpha_spy_p1d": -0.010635967832369198, "alpha_c_p1d": -0.010635967832369198, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": 0.0034074798459751143, "ret_p1w": 0.022038081331065662, "ret_signed_p1w": 0.022038081331065662, "alpha_spy_p1w": 0.01762487483858144, "alpha_c_p1w": 0.01762487483858144, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.004413206492484223, "ret_p1m": -0.17789139519455766, "ret_signed_p1m": -0.17789139519455766, "alpha_spy_p1m": -0.20972970590635465, "alpha_c_p1m": -0.20972970590635465, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.03183831071179699, "ret_p3m": -0.39509871941315, "ret_signed_p3m": -0.39509871941315, "alpha_spy_p3m": -0.43438210476645545, "alpha_c_p3m": -0.43438210476645545, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.039283385353305444, "ret_p6m": -0.6325811053582775, "ret_signed_p6m": -0.6325811053582775, "alpha_spy_p6m": -0.624144807522405, "alpha_c_p6m": -0.624144807522405, "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": -0.17789139519455766, "alpha_spy_stated": -0.20972970590635465, "alpha_c_stated": -0.20972970590635465, "price_path": [-0.1541, -0.1541, -0.1463, -0.1368, -0.0966, -0.1137, -0.1557, -0.0827, -0.1104, -0.0859, -0.1187, -0.1118, -0.1608, -0.1183, 0.0229, 0.0106, 0.0164, 0.0346, 0.0626, 0.1553, 0.1668, 0.1028, 0.1169, -0.0212, -0.0986, -0.1, -0.0843, -0.1188, -0.1544, -0.1479, -0.1691, -0.1886, -0.2049, -0.2563, -0.2352, -0.225, -0.2142, -0.2421, -0.2005, -0.2241, -0.2221, -0.2533, -0.2533, -0.2678, -0.2161, -0.1518, -0.1465, -0.1248, -0.1574, -0.1576, -0.0874, -0.0215, -0.0487, -0.1028, -0.1123, -0.0092, 0.0194, 0.0173, -0.0127, -0.0612, -0.0326, 0.0296, 0.0423, 0.0, -0.0072, 0.0203, -0.0737, -0.0346, 0.022, 0.0256, 0.027, -0.0488, -0.0351, -0.0476, 0.1065, 0.0428, -0.1224, -0.0945, -0.1298, -0.1633, -0.1451, -0.14, -0.1497, -0.1693, -0.1779, -0.2232, -0.1985, -0.2174, -0.2456, -0.229, -0.268, -0.2766, -0.2763, -0.2992, -0.3121, -0.3644, -0.348, -0.3727, -0.3607, -0.3683, -0.4073, -0.388, -0.3339, -0.3461, -0.323, -0.323, -0.299, -0.3387, -0.3598, -0.3464, -0.2944, -0.3089, -0.3103, -0.298, -0.3322, -0.3341, -0.344, -0.3609, -0.3501, -0.3835, -0.387, -0.3731, -0.3821, -0.3865, -0.3888, -0.3888, -0.3951, -0.3988, -0.4175, -0.4275, -0.4275, -0.411, -0.388, -0.3748, -0.3748, -0.4029, -0.4413, -0.4298, -0.4323, -0.4478, -0.4494, -0.4468, -0.4468, -0.4628, -0.4907, -0.4619, -0.4778, -0.4661, -0.4767, -0.4945, -0.4734, -0.5224, -0.5339, -0.5497, -0.5698, -0.586, -0.5941, -0.6592, -0.6961, -0.7057, -0.7214, -0.7126, -0.7126, -0.7132, -0.7207, -0.7211, -0.7244, -0.7266, -0.7274, -0.7211, -0.725, -0.744, -0.7094, -0.7211, -0.71, -0.72, -0.7225, -0.6093, -0.5862, -0.5437, -0.5797, -0.5633, -0.5614, -0.5596, -0.5919, -0.574, -0.6118, -0.604, -0.6238, -0.6326]}
{"unit_id": "reply:1992168418301059384", "ticker_idx": 0, "ts": "2025-11-22T09:48:58+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "even if they don't score another contract, PT should be $44.58. Almost no downside risk to a high beta stock imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IREN with PT $44.58; full analysis supports near-zero downside even without new contracts.", "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 Those are very realistic price targets. I just find it difficult to really put a date on it. I did a full analysis on $IREN and came up with these targets. So, even if they don’t score another contract, PT should be $44.58. Almost no downside risk to a high beta stock imo. https://t.co/Z3O8yOJ3KK", "reply_text": null, "parent_text": "Lots of mad people in the comment section saying I'm dumb for saying these price targets.\n\nThis is just how undervalued $NBIS and $IREN is.\nIf you think it's unrealistic - what are your \"realistic\" price targets?", "quoted_text": null, "parent_author": "babyfolio", "ret_m1d": -0.12848016377157978, "ret_signed_m1d": -0.12848016377157978, "alpha_spy_m1d": -0.1139752346521733, "alpha_c_m1d": -0.12424037498565665, "bench_spy_m1d": -0.014504929119406484, "bench_c_m1d": -0.0042397887859231265, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021035273715336422, "ret_signed_p1d": -0.021035273715336422, "alpha_spy_p1d": -0.030441294673066444, "alpha_c_p1d": -0.03356176681442491, "bench_spy_p1d": 0.009406020957730021, "bench_c_p1d": 0.012526493099088487, "ret_p1w": 0.0, "ret_signed_p1w": 0.0, "alpha_spy_p1w": -0.017256611270439537, "alpha_c_p1w": -0.019271550740437515, "bench_spy_p1w": 0.017256611270439537, "bench_c_p1w": 0.019271550740437515, "ret_p1m": -0.13239846899187757, "ret_signed_p1m": -0.13239846899187757, "alpha_spy_p1m": -0.16419442726488764, "alpha_c_p1m": -0.2043532164012034, "bench_spy_p1m": 0.03179595827301007, "bench_c_p1m": 0.07195474740932584, "ret_p3m": -0.10723861792004519, "ret_signed_p3m": -0.10723861792004519, "alpha_spy_p3m": -0.1338152054403049, "alpha_c_p3m": -0.11576180032583705, "bench_spy_p3m": 0.02657658752025971, "bench_c_p3m": 0.008523182405791863, "ret_p6m": -0.01546710608453239, "ret_signed_p6m": -0.01546710608453239, "alpha_spy_p6m": -0.11891382701734177, "alpha_c_p6m": -0.008764239468519786, "bench_spy_p6m": 0.10344672093280938, "bench_c_p6m": -0.006702866616012604, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13239846899187757, "alpha_spy_stated": -0.16419442726488764, "alpha_c_stated": -0.2043532164012034, "price_path": [-0.539, -0.5249, -0.4539, -0.4539, -0.3997, -0.4182, -0.4611, -0.4607, -0.4599, -0.3774, -0.3065, -0.3225, -0.2996, -0.2341, -0.2483, -0.2184, -0.251, -0.2031, -0.1359, -0.1386, -0.0278, -0.0454, -0.1367, -0.0528, -0.0322, -0.0291, -0.0303, 0.0406, 0.191, 0.272, 0.2392, 0.3168, 0.2326, 0.3227, 0.4345, 0.4019, 0.2751, 0.2522, 0.2213, 0.1383, 0.0689, 0.152, 0.2972, 0.3403, 0.2873, 0.246, 0.2007, 0.2528, 0.3972, 0.3741, 0.5758, 0.3809, 0.2865, 0.2409, 0.1833, 0.1487, 0.0033, -0.0437, -0.0223, 0.0074, -0.0549, -0.1035, -0.1285, 0.0, -0.021, -0.0008, -0.0008, -0.014, 0.0, -0.152, -0.0934, -0.0421, -0.078, -0.0443, -0.034, -0.0942, -0.0938, -0.1724, -0.2683, -0.2454, -0.3034, -0.2617, -0.1767, -0.133, -0.1324, -0.1343, -0.1343, -0.1689, -0.1873, -0.2101, -0.2211, -0.2211, -0.1194, -0.0052, -0.0532, -0.1003, -0.058, -0.0507, 0.0379, 0.0928, 0.0905, 0.0701, 0.1924, 0.1924, 0.119, 0.1029, 0.0777, 0.1689, 0.0798, 0.2372, 0.298, 0.2341, 0.1083, 0.0947, 0.1217, -0.0732, -0.1794, -0.1373, -0.0483, -0.1147, -0.12, -0.1745, -0.1293, -0.1293, -0.1551, -0.1322, -0.1072, -0.1755, -0.1264, -0.0627, -0.092, -0.0876, -0.1555, -0.1464, -0.1988, -0.0959, -0.1725, -0.2431, -0.199, -0.2139, -0.1343, -0.1468, -0.1425, -0.0732, -0.114, -0.1295, -0.1409, -0.1485, -0.1305, -0.152, -0.1456, -0.2277, -0.2763, -0.3479, -0.2931, -0.297, -0.2829, -0.2829, -0.2755, -0.2629, -0.2405, -0.2357, -0.1891, -0.1118, -0.0231, 0.0068, -0.0163, -0.0076, 0.0047, -0.0685, -0.0021, 0.0728, 0.0443, -0.0027, -0.0835, -0.1161, -0.0615, -0.0584, 0.0204, 0.1289, 0.2576, 0.1724, 0.2621, 0.1373, 0.1664, 0.1378, 0.2044, 0.0918, 0.0406, -0.0155]}
{"unit_id": "orig:2029148620260278772", "ticker_idx": 0, "ts": "2026-03-04T10:55:05+00:00", "symbol": "ASM.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of my biggest holdings, $ASM.AS, jumps 6% from a massive double beat fueled by the AI boom", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long ASM International as a major holding; AI-driven demand, record 52% margins, China rebound, buyback, and raised dividend support continued upside.", "resolved_tickers": ["ASM.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "One of my biggest holdings, $ASM.AS, jumps 6% from a massive double beat fueled by the AI boom. \n\nSimply put, chipmakers are pouring money into ultra-advanced chips (like the 2nm node), and they desperately need ASM's specialized equipment to build them. Selling these premium tools pushed ASM's profit margins to a record 52%.\n\nFurthermore, a major investor fear just vanished: instead of Chinese orders dropping off, they rebounded strongly and are now projected to grow into 2026.\n\nCombine this relentless AI-driven demand with a fresh €150M stock buyback and a higher dividend payout, and it’s easy to see why the market is cheering today.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0479777073002986, "ret_signed_m1d": -0.0479777073002986, "alpha_spy_m1d": -0.04097186957984589, "alpha_c_m1d": -0.027832359212189295, "bench_spy_m1d": -0.007005837720452712, "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": -0.0008367111704830066, "ret_signed_p1d": -0.0008367111704830066, "alpha_spy_p1d": 0.004738780702893908, "alpha_c_p1d": 0.00855943000378534, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.009396141174268346, "ret_p1w": 0.007252493811191529, "ret_signed_p1w": 0.007252493811191529, "alpha_spy_p1w": 0.020096678896923126, "alpha_c_p1w": 0.0024166315053395504, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": 0.004835862305851979, "ret_p1m": -0.06164572738068297, "ret_signed_p1m": -0.06164572738068297, "alpha_spy_p1m": -0.021494394264500172, "alpha_c_p1m": -0.044657507196245505, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.016988220184437464, "ret_p3m": 0.2144730608229457, "ret_signed_p3m": 0.2144730608229457, "alpha_spy_p3m": 0.10430186084687576, "alpha_c_p3m": -0.30847855096165655, "bench_spy_p3m": 0.11017119997606994, "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": -0.06164572738068297, "alpha_spy_stated": -0.021494394264500172, "alpha_c_stated": -0.044657507196245505, "price_path": [-0.2787, -0.2287, -0.2276, -0.2346, -0.243, -0.2801, -0.2809, -0.2798, -0.2912, -0.2778, -0.2895, -0.2854, -0.2812, -0.2851, -0.2851, -0.2851, -0.2784, -0.2748, -0.2781, -0.2781, -0.2276, -0.1958, -0.1278, -0.1208, -0.181, -0.1331, -0.1264, -0.135, -0.149, -0.0533, -0.0382, -0.0343, -0.0078, -0.002, -0.0053, -0.0075, -0.0095, 0.01, -0.002, -0.0251, -0.01, -0.0128, -0.0307, -0.0678, -0.0695, -0.0463, -0.024, -0.0418, -0.0285, -0.0603, -0.0304, -0.0268, -0.0368, -0.0017, -0.0212, -0.0106, -0.0078, 0.0008, 0.0287, -0.0139, -0.0039, -0.0173, -0.048, 0.0, -0.0008, -0.0561, -0.0572, -0.0117, 0.0073, -0.0128, -0.0432, -0.0491, -0.0513, -0.0365, -0.0773, -0.1046, -0.0697, -0.0508, -0.0198, -0.0519, -0.0926, -0.1211, -0.1116, -0.0605, -0.0616, -0.0616, -0.0616, -0.0622, 0.0201, 0.0248, 0.0569, 0.0351, 0.0499, 0.051, 0.0711, 0.096, 0.0921, 0.0907, 0.1682, 0.1877, 0.2098, 0.1668, 0.1325, 0.1294, 0.1584, 0.1584, 0.1531, 0.1763, 0.2153, 0.1978, 0.2304, 0.2418, 0.1688, 0.2243, 0.2598, 0.2086, 0.1826, 0.1688, 0.2148, 0.2125, 0.2612, 0.2671, 0.2512, 0.252, 0.2517, 0.2579, 0.2145, 0.2442, 0.2565, 0.2433, 0.2139, 0.2461, 0.2534, 0.2694, 0.3632, 0.4211, 0.4351, 0.383, 0.4645, 0.4988, 0.4932, 0.5107, 0.3917, 0.357, 0.3875, 0.3273, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1985310372451029059", "ticker_idx": 0, "ts": "2025-11-03T11:37:32+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The $IREN pivot is complete. A $9.7B, 5-yr contract proves their energy & infrastructure expertise is now a core asset for hyperscalers", "tweet_type": "analysis", "timeline": "years", "summary": "IREN pivot complete; $9.7B MSFT contract validates energy/infra as a core hyperscaler asset solving AI compute bottleneck; bullish both 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": "original", "lang": "en", "tweet_text": "The $IREN pivot is complete. A $9.7B, 5-yr contract proves their energy &amp; infrastructure expertise is now a core asset for hyperscalers like $MSFT.\n\nThis isn't just $IREN winning; it's $MSFT validating them as a key partner needed to help solve the massive AI compute bottleneck. https://t.co/VSDb0BRuAy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.10332103321033215, "ret_signed_m1d": -0.10332103321033215, "alpha_spy_m1d": -0.10144771883078685, "alpha_c_m1d": -0.10753953589361565, "bench_spy_m1d": -0.0018733143795452989, "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": -0.10910137849481072, "alpha_c_p1w": -0.12760581931621495, "bench_spy_p1w": -0.002780567351014951, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "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]}
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{"unit_id": "orig:1983182634718245133", "ticker_idx": 0, "ts": "2025-10-28T14:42:40+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If $NET crushes earnings, I expect a decisive breakout above $230 resistance", "tweet_type": "prediction", "timeline": "days", "summary": "Expects NET to break decisively above $230 resistance if it beats earnings on Wednesday.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$NET is set to report earnings on Wednesday! \n\nIf $NET crushes earnings, I expect a decisive breakout above $230 resistance\n\n$CRWD just had a similar setup, blasting through $515 two days ago and now trading around $545. \n\nThe cybersecurity wave is pumping! https://t.co/xKOwXRrgoT", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005000201302382212, "ret_signed_m1d": 0.005000201302382212, "alpha_spy_m1d": 0.0076491815873908076, "alpha_c_m1d": 0.0076491815873908076, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015134601127334113, "ret_signed_p1d": 0.015134601127334113, "alpha_spy_p1d": 0.014654230488648112, "alpha_c_p1d": 0.014654230488648112, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": 0.03982319724179639, "ret_signed_p1w": 0.03982319724179639, "alpha_spy_p1w": 0.057026879408589526, "alpha_c_p1w": 0.057026879408589526, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": -0.12054109262845658, "ret_signed_p1m": -0.12054109262845658, "alpha_spy_p1m": -0.10979970777087134, "alpha_c_p1m": -0.10979970777087134, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.2256797259344705, "ret_signed_p3m": -0.2256797259344705, "alpha_spy_p3m": -0.23180227947479226, "alpha_c_p3m": -0.23180227947479226, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.07335152253064137, "ret_signed_p6m": -0.07335152253064137, "alpha_spy_p6m": -0.11439548983498371, "alpha_c_p6m": -0.11439548983498371, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_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": 0.03982319724179639, "alpha_spy_stated": 0.057026879408589526, "alpha_c_stated": 0.057026879408589526, "price_path": [-0.0728, -0.1066, -0.0678, -0.0722, -0.0378, -0.0605, -0.0866, -0.1019, -0.0967, -0.11, -0.1277, -0.103, -0.0965, -0.1227, -0.1375, -0.1394, -0.1242, -0.1255, -0.1136, -0.0837, -0.0472, -0.0682, -0.0682, -0.0712, -0.0816, -0.0625, -0.0427, -0.0271, -0.0242, -0.0046, 0.0029, -0.0119, 0.009, -0.0212, -0.0451, -0.0019, 0.0087, 0.0192, -0.0033, -0.0287, -0.0258, -0.0342, -0.0242, -0.042, -0.0309, 0.0025, -0.0327, -0.0132, -0.0295, -0.0178, -0.0136, -0.0454, -0.0064, -0.0288, -0.0295, -0.0562, -0.0624, -0.0489, -0.0492, -0.0592, -0.0305, -0.0274, 0.005, 0.0, 0.0151, -0.0067, 0.1309, 0.1077, 0.0398, 0.0202, 0.0085, 0.0394, 0.0738, 0.0489, 0.0075, -0.0467, -0.0598, -0.0971, -0.1226, -0.1241, -0.1455, -0.1679, -0.1339, -0.1183, -0.1205, -0.1205, -0.1062, -0.1196, -0.1015, -0.0877, -0.0886, -0.1029, -0.0809, -0.0672, -0.047, -0.0716, -0.0962, -0.1218, -0.1181, -0.1454, -0.1346, -0.1264, -0.0979, -0.0978, -0.0952, -0.0952, -0.0964, -0.104, -0.1088, -0.1198, -0.1198, -0.1249, -0.1175, -0.116, -0.0946, -0.1653, -0.184, -0.1679, -0.1575, -0.1589, -0.1779, -0.1778, -0.1778, -0.2079, -0.2412, -0.2263, -0.2257, -0.1546, -0.0805, -0.1746, -0.1947, -0.2082, -0.1856, -0.2397, -0.255, -0.2721, -0.2267, -0.2243, -0.1965, -0.1544, -0.1733, -0.1256, -0.1256, -0.1353, -0.1453, -0.14, -0.2092, -0.2848, -0.2687, -0.233, -0.2202, -0.2313, -0.1918, -0.2013, -0.1701, -0.1414, -0.1286, -0.1005, -0.0737, -0.0491, -0.053, -0.0515, -0.0744, -0.0557, 0.0067, -0.0117, -0.0383, -0.0149, -0.0484, -0.0267, -0.0619, -0.0936, -0.1311, -0.0788, -0.0829, -0.0549, -0.0549, -0.0545, -0.0344, -0.0569, -0.1381, -0.2545, -0.1784, -0.2024, -0.1512, -0.1188, -0.1027, -0.0856, -0.0729, -0.0734]}
{"unit_id": "orig:2028940960525082941", "ticker_idx": 0, "ts": "2026-03-03T21:09:55+00:00", "symbol": "GTLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GitLab showed robust growth, smart AI innovation, and excellent profitability", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GTLB: double beat, 23% revenue growth, $1B ARR milestone, $220M FCF, $400M buyback, and AI investment via Duo Agent Platform.", "resolved_tickers": ["GTLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$GTLB delivered a strong earnings report with a double beat on both revenue and profit expectations, sending the stock up 2%. \n\nThe software platform continues to grow rapidly, with revenue jumping 23% and the company officially crossing the massive milestone of $1 billion in annual recurring revenue.\n\nBeyond impressive sales, GitLab proved it is a cash-generating engine, producing $220 million in free cash flow this year. \n\nTo reward investors and signal confidence, the board approved a new $400 million share buyback program.\n\nFinally, they are heavily investing in AI by launching their Duo Agent Platform to automate engineering tasks. Overall, GitLab showed robust growth, smart AI innovation, and excellent profitability.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06586832639251305, "ret_signed_m1d": 0.06586832639251305, "alpha_spy_m1d": 0.07287416411296577, "alpha_c_m1d": 0.07287416411296577, "bench_spy_m1d": -0.007005837720452712, "bench_c_m1d": -0.007005837720452712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012774515445869605, "ret_signed_p1d": 0.012774515445869605, "alpha_spy_p1d": 0.01835000731924652, "alpha_c_p1d": 0.01835000731924652, "bench_spy_p1d": -0.005575491873376914, "bench_c_p1d": -0.005575491873376914, "ret_p1w": -0.07544907972900272, "ret_signed_p1w": -0.07544907972900272, "alpha_spy_p1w": -0.06260489464327113, "alpha_c_p1w": -0.06260489464327113, "bench_spy_p1w": -0.012844185085731596, "bench_c_p1w": -0.012844185085731596, "ret_p1m": -0.09900198074925526, "ret_signed_p1m": -0.09900198074925526, "alpha_spy_p1m": -0.05885064763307246, "alpha_c_p1m": -0.05885064763307246, "bench_spy_p1m": -0.0401513331161828, "bench_c_p1m": -0.0401513331161828, "ret_p3m": 0.3489022732398446, "ret_signed_p3m": 0.3489022732398446, "alpha_spy_p3m": 0.23873107326377463, "alpha_c_p3m": 0.23873107326377463, "bench_spy_p3m": 0.11017119997606994, "bench_c_p3m": 0.11017119997606994, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09900198074925526, "alpha_spy_stated": -0.05885064763307246, "alpha_c_stated": -0.05885064763307246, "price_path": [0.491, 0.5597, 0.5577, 0.6168, 0.6248, 0.5776, 0.5405, 0.521, 0.5118, 0.5198, 0.517, 0.5321, 0.4998, 0.4962, 0.4962, 0.5106, 0.5257, 0.5234, 0.4982, 0.4982, 0.4443, 0.4974, 0.4667, 0.4675, 0.4192, 0.4128, 0.4236, 0.4311, 0.4435, 0.3872, 0.3629, 0.3629, 0.319, 0.3234, 0.493, 0.4523, 0.5238, 0.4898, 0.486, 0.4172, 0.3964, 0.4112, 0.311, 0.299, 0.222, 0.2826, 0.2958, 0.2595, 0.1984, 0.1808, 0.1796, 0.1796, 0.1345, 0.1569, 0.1473, 0.0535, -0.0407, -0.0048, 0.0367, 0.1134, 0.0499, 0.0455, 0.0659, 0.0, 0.0128, -0.0056, -0.0188, -0.0743, -0.0754, -0.089, -0.0942, -0.099, -0.0866, -0.0966, -0.0862, -0.1118, -0.111, -0.1752, -0.1749, -0.1517, -0.1876, -0.1697, -0.1361, -0.1226, -0.099, -0.099, -0.0914, -0.0758, -0.1481, -0.2148, -0.2248, -0.2004, -0.1984, -0.1313, -0.1285, -0.1449, -0.1353, -0.1158, -0.1074, -0.1752, -0.1413, -0.1437, -0.1042, -0.1253, -0.1162, -0.0399, -0.0184, -0.0084, -0.0303, 0.0347, 0.0371, 0.0236, -0.0786, -0.1198, -0.0978, -0.0555, 0.0016, 0.0164, 0.0659, 0.0228, 0.0671, 0.0671, 0.0687, 0.0587, 0.115, 0.2395, 0.3489, 0.2703, 0.2347, 0.2311, 0.2423, 0.2407, 0.2096, 0.1381, 0.1337, 0.1094, 0.1301, 0.1102, 0.0567, 0.0603, 0.0603, 0.0311, 0.0778, 0.1285, 0.0974, 0.1605, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1991256324676448367", "ticker_idx": 0, "ts": "2025-11-19T21:24:38+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Off the charts\" Blackwell demand drove record results and a massive Q4 guidance raise. With Data Center sales up 66%, the results confirm the global AI infrastructure boom is accelerating and entering a \"virtuous cycle\"", "tweet_type": "news_reaction", "timeline": "quarters", "summary": "Bullish NVDA post-earnings: Blackwell demand off the charts, DC +66%, Q4 guidance raised, AI infra boom entering virtuous cycle.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$NVDA DID IT! \nThey reported a strong double beat! \n\n\"Off the charts\" Blackwell demand drove record results and a massive Q4 guidance raise. With Data Center sales up 66%, the results confirm the global AI infrastructure boom is accelerating and entering a \"virtuous cycle.\" https://t.co/2rHBe53edI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03255094603954234, "ret_signed_m1d": 0.03255094603954234, "alpha_spy_m1d": 0.01707279726076738, "alpha_c_m1d": -0.011558602962739473, "bench_spy_m1d": 0.015478148778774958, "bench_c_m1d": 0.04410954900228181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009743183463424843, "ret_signed_p1d": -0.009743183463424843, "alpha_spy_p1d": -0.01970441594348793, "alpha_c_p1d": -0.01291150100366456, "bench_spy_p1d": 0.009961232480063087, "bench_c_p1d": 0.003168317540239718, "ret_p1w": -0.002103719734765419, "ret_signed_p1w": -0.002103719734765419, "alpha_spy_p1w": -0.04371094683192822, "alpha_c_p1w": -0.07165152425747345, "bench_spy_p1w": 0.0416072270971628, "bench_c_p1w": 0.06954780452270803, "ret_p1m": 0.0019934294386960705, "ret_signed_p1m": 0.0019934294386960705, "alpha_spy_p1m": -0.04409036823532819, "alpha_c_p1m": -0.09376175764900929, "bench_spy_p1m": 0.04608379767402426, "bench_c_p1m": 0.09575518708770536, "ret_p3m": 0.024027383794921642, "ret_signed_p3m": 0.024027383794921642, "alpha_spy_p3m": -0.025529985928914645, "alpha_c_p3m": -0.23336425855874277, "bench_spy_p3m": 0.049557369723836286, "bench_c_p3m": 0.2573916423536644, "ret_p6m": 0.24747983713235766, "ret_signed_p6m": 0.24747983713235766, "alpha_spy_p6m": 0.10825439909031642, "alpha_c_p6m": -0.46913394734182234, "bench_spy_p6m": 0.13922543804204124, "bench_c_p6m": 0.71661378447418, "ret_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": 0.024027383794921642, "alpha_spy_stated": -0.025529985928914645, "alpha_c_stated": -0.23336425855874277, "price_path": [-0.0047, 0.0062, 0.0053, -0.0027, -0.0358, -0.0358, -0.0546, -0.0555, -0.0498, -0.0755, -0.0683, -0.0547, -0.0184, -0.0192, -0.0156, -0.016, -0.0319, -0.0573, -0.0244, -0.022, 0.0164, -0.0122, -0.0203, -0.0163, -0.0136, 0.0067, 0.0329, 0.0365, 0.0457, 0.0386, 0.0271, 0.0244, 0.0469, 0.066, 0.014, 0.0425, -0.0034, -0.0045, 0.0065, 0.0143, 0.0111, 0.0029, -0.002, 0.0084, 0.0311, 0.0601, 0.1129, 0.1461, 0.1232, 0.121, 0.1453, 0.0999, 0.0807, 0.0412, 0.0416, 0.1019, 0.0693, 0.0729, 0.0344, 0.0528, 0.033, 0.004, 0.0326, 0.0, -0.0097, 0.0106, -0.0156, -0.0021, -0.0021, -0.0202, -0.004, 0.0045, -0.0058, 0.0152, 0.0099, 0.0272, 0.024, 0.0174, 0.0017, -0.0311, -0.024, -0.0161, -0.0536, -0.0359, 0.002, 0.0169, 0.0475, 0.0442, 0.0442, 0.0548, 0.042, 0.0383, 0.0325, 0.0325, 0.0455, 0.0415, 0.0366, 0.0469, 0.0244, 0.0234, 0.0239, 0.0287, 0.0139, 0.0355, 0.031, 0.031, -0.0142, 0.0149, 0.0233, 0.039, 0.0323, 0.0437, 0.0603, 0.0658, 0.0581, 0.0276, -0.0016, -0.0357, -0.0484, 0.0265, 0.0521, 0.0438, 0.0522, 0.0349, 0.0121, 0.0121, 0.024, 0.0407, 0.0402, 0.0509, 0.0605, 0.0677, 0.0827, 0.0236, -0.019, 0.0102, -0.0032, 0.0133, 0.015, -0.0156, 0.0112, 0.0229, 0.03, 0.014, -0.002, 0.0144, 0.0073, -0.0012, -0.0114, -0.0438, -0.0276, -0.03, -0.0107, -0.0519, -0.0725, -0.0855, -0.0344, -0.027, -0.0179, -0.0179, -0.0165, -0.014, 0.0081, 0.0182, 0.0443, 0.0481, 0.088, 0.101, 0.0982, 0.1166, 0.1187, 0.1066, 0.1211, 0.1053, 0.1531, 0.1993, 0.1802, 0.1585, 0.1049, 0.0987, 0.0989, 0.0879, 0.1506, 0.171, 0.1915, 0.2149, 0.2223, 0.2503, 0.3052, 0.2475]}
{"unit_id": "orig:2016394243783164256", "ticker_idx": 0, "ts": "2026-01-28T06:13:45+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ASML is signaling supreme confidence that the AI supercycle is just getting started", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish ASML on record €13.2B bookings, 2026 guidance, buyback and dividend hike confirming AI supercycle; TSMC capex guidance also validated.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight. \n\nThe headline number is a massive explosion in bookings to €13.2 billion, completely smashing expectations. This confirms the $TSM Capex guidance. AI spending spree is finally converting into hard orders for chip machinery.\n\nAs Chinese demand normalizes, heavyweights like TSMC and memory makers are aggressively stepping up to build capacity for 2026. Management confirmed this by guiding 2026 sales up to €39 billion which is a clear growth signal. \n\nWith a fresh €12 billion share buyback and a 17% dividend hike, $ASML is signaling supreme confidence that the AI supercycle is just getting started.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019423882595973607, "ret_signed_m1d": 0.019423882595973607, "alpha_spy_m1d": 0.019323207881270843, "alpha_c_m1d": 0.04193787528224413, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0020094661940031067, "ret_signed_p1d": -0.0020094661940031067, "alpha_spy_p1d": -2.50890391693126e-05, "alpha_c_p1d": -0.004145616064221258, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.04504365347867301, "ret_signed_p1w": -0.04504365347867301, "alpha_spy_p1w": -0.03177117908388816, "alpha_c_p1w": 0.03802769391234251, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": 0.0331998851674995, "ret_signed_p1m": 0.0331998851674995, "alpha_spy_p1m": 0.04200031991285824, "alpha_c_p1m": 0.04428884914763098, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.0188480790428327, "ret_signed_p3m": 0.0188480790428327, "alpha_spy_p3m": -0.012360641346250034, "alpha_c_p3m": -0.1962828616776351, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.0188480790428327, "alpha_spy_stated": -0.012360641346250034, "alpha_c_stated": -0.1962828616776351, "price_path": [-0.2313, -0.2243, -0.2314, -0.241, -0.2504, -0.2709, -0.2576, -0.2575, -0.2533, -0.262, -0.2682, -0.2662, -0.2753, -0.2577, -0.255, -0.3017, -0.281, -0.2797, -0.2387, -0.2488, -0.2436, -0.2241, -0.2137, -0.1934, -0.1985, -0.2033, -0.1936, -0.2022, -0.208, -0.2122, -0.2253, -0.2205, -0.2393, -0.2683, -0.2526, -0.2451, -0.2498, -0.2438, -0.2473, -0.2473, -0.2473, -0.2408, -0.2311, -0.2286, -0.2286, -0.1742, -0.1182, -0.1117, -0.1194, -0.1519, -0.0944, -0.0904, -0.0769, -0.0923, -0.0377, -0.0228, -0.062, -0.0455, -0.0332, -0.0151, -0.0136, -0.0137, 0.0194, 0.0, -0.002, 0.0177, 0.0255, -0.0033, -0.045, -0.0375, -0.0005, 0.0101, 0.0002, 0.0126, -0.0109, -0.002, 0.0018, 0.0054, 0.0436, 0.0381, 0.0526, 0.0473, 0.0592, 0.0801, 0.0332, 0.034, 0.0148, -0.026, 0.0059, -0.0057, -0.0384, -0.0379, 0.006, 0.005, -0.0104, -0.0111, 0.0039, 0.0008, -0.0015, -0.0203, -0.0542, -0.0146, 0.0074, 0.0158, -0.0226, -0.0389, -0.0677, -0.0617, -0.0044, -0.0267, -0.0267, -0.0267, -0.0662, 0.0166, 0.0352, 0.0647, 0.0562, 0.0766, 0.0312, 0.025, 0.0429, 0.0438, 0.0371, 0.0478, 0.026, 0.0499, 0.0188, -0.0154, 0.002, 0.0271, 0.0271, -0.0023, 0.0326, 0.0965, 0.0923, 0.1086, 0.097, 0.0635, 0.115, 0.1486, 0.0978, 0.0624, 0.0494, 0.12, 0.1303, 0.1839, 0.202, 0.1677, 0.1565, 0.1687, 0.1635, 0.1713, 0.2282, 0.2479, 0.2586, 0.2286, 0.2726, 0.2674, 0.2664, 0.3242, 0.3692, 0.363, 0.337, 0.3917, 0.4082, 0.3929, 0.3912, 0.3114, 0.3055, 0.3393, 0.326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016394243783164256", "ticker_idx": 1, "ts": "2026-01-28T06:13:45+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This confirms the $TSM Capex guidance. AI spending spree is finally converting into hard orders for chip machinery", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish ASML on record €13.2B bookings, 2026 guidance, buyback and dividend hike confirming AI supercycle; TSMC capex guidance also validated.", "resolved_tickers": ["TSM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight. \n\nThe headline number is a massive explosion in bookings to €13.2 billion, completely smashing expectations. This confirms the $TSM Capex guidance. AI spending spree is finally converting into hard orders for chip machinery.\n\nAs Chinese demand normalizes, heavyweights like TSMC and memory makers are aggressively stepping up to build capacity for 2026. Management confirmed this by guiding 2026 sales up to €39 billion which is a clear growth signal. \n\nWith a fresh €12 billion share buyback and a 17% dividend hike, $ASML is signaling supreme confidence that the AI supercycle is just getting started.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011568768322361866, "ret_signed_m1d": -0.011568768322361866, "alpha_spy_m1d": -0.01166944303706463, "alpha_c_m1d": 0.010945224363908657, "bench_spy_m1d": 0.00010067471470276423, "bench_c_m1d": -0.022513992686270523, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008033901740835514, "ret_signed_p1d": -0.008033901740835514, "alpha_spy_p1d": -0.00604952458600172, "alpha_c_p1d": -0.010170051611053665, "bench_spy_p1d": -0.001984377154833794, "bench_c_p1d": 0.0021361498702181514, "ret_p1w": -0.04837860791406845, "ret_signed_p1w": -0.04837860791406845, "alpha_spy_p1w": -0.0351061335192836, "alpha_c_p1w": 0.034692739476947065, "bench_spy_p1w": -0.01327247439478485, "bench_c_p1w": -0.08307134739101552, "ret_p1m": 0.1008180332771238, "ret_signed_p1m": 0.1008180332771238, "alpha_spy_p1m": 0.10961846802248254, "alpha_c_p1m": 0.11190699725725528, "bench_spy_p1m": -0.008800434745358743, "bench_c_p1m": -0.011088963980131483, "ret_p3m": 0.18644801425094748, "ret_signed_p3m": 0.18644801425094748, "alpha_spy_p3m": 0.15523929386186475, "alpha_c_p3m": -0.02868292646952031, "bench_spy_p3m": 0.031208720389082734, "bench_c_p3m": 0.2151309407204678, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.18644801425094748, "alpha_spy_stated": 0.15523929386186475, "alpha_c_stated": -0.02868292646952031, "price_path": [-0.1247, -0.1118, -0.1433, -0.1445, -0.1573, -0.1653, -0.1397, -0.1517, -0.1533, -0.1778, -0.1702, -0.1784, -0.1903, -0.1773, -0.1915, -0.1986, -0.1707, -0.1706, -0.1552, -0.1552, -0.1507, -0.1618, -0.149, -0.1392, -0.1465, -0.1413, -0.1205, -0.116, -0.0964, -0.1094, -0.1468, -0.1594, -0.1619, -0.1909, -0.1683, -0.1559, -0.1432, -0.1325, -0.1271, -0.1271, -0.1153, -0.1209, -0.1248, -0.1122, -0.1122, -0.0663, -0.0586, -0.0434, -0.069, -0.071, -0.0545, -0.0308, -0.0324, -0.0444, -0.0019, 0.0003, 0.0003, -0.0442, -0.0473, -0.0436, -0.0217, -0.028, -0.0116, 0.0, -0.008, -0.0343, -0.0027, -0.0191, -0.0484, -0.0338, 0.0191, 0.0383, 0.0573, 0.0929, 0.0754, 0.0703, 0.0703, 0.064, 0.0583, 0.0528, 0.0825, 0.081, 0.1269, 0.1327, 0.1008, 0.0943, 0.0783, 0.0316, 0.0442, 0.0338, -0.01, 0.0187, 0.014, 0.0358, -0.0163, -0.0117, -0.006, 0.0136, -0.0052, -0.0075, -0.0354, -0.0085, 0.0056, 0.0188, -0.0446, -0.0428, -0.0728, -0.0099, 0.0004, -0.0067, -0.0067, 0.0012, 0.0117, 0.072, 0.0708, 0.0857, 0.0827, 0.1129, 0.0989, 0.0645, 0.0854, 0.073, 0.0783, 0.1351, 0.1211, 0.1791, 0.1864, 0.1494, 0.1538, 0.1603, 0.165, 0.1766, 0.1555, 0.229, 0.2133, 0.2061, 0.1852, 0.1639, 0.1713, 0.2238, 0.1846, 0.16, 0.1502, 0.1766, 0.1928, 0.1851, 0.1851, 0.208, 0.2384, 0.2447, 0.2259, 0.2762, 0.3086, 0.2793, 0.3035, 0.2163, 0.2504, 0.2537, 0.1975, 0.2365, 0.2449, 0.2962, 0.2505, 0.269, 0.357, 0.357, 0.3733, 0.2815, 0.2945, 0.2774, 0.2696, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016224491131609135", "ticker_idx": 0, "ts": "2026-01-27T18:59:12+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A strong booking number validates this hand-off, proving that the AI infrastructure build-out is substantial enough to offset the China slowdown", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish ASML into earnings: TSMC capex surge + HBM ramp should translate into strong EUV/High-NA bookings offsetting China slowdown.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "All eyes on $ASML as they report first thing tomorrow morning. Expectations are sky-high following a massive 61% rally in the last six months.\n\nTomorrow’s report is largely a referendum on the $TSM Pivot. Investors need to see immediate confirmation that TSMC’s recently announced capex surge has translated into hard orders for $ASML.\n\nIf TSMC is truly ramping up capacity for AI chips, it forces them to buy ASML’s most advanced EUV and High-NA tools right now to be ready for 2026. A strong booking number validates this hand-off, proving that the AI infrastructure build-out is substantial enough to offset the China slowdown. Add in memory makers scrambling for tools to build HBM, and the thesis moves from volume to AI value.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.019423882595973607, "ret_signed_m1d": 0.019423882595973607, "alpha_spy_m1d": 0.023392325617527243, "alpha_c_m1d": 0.040123680449334564, "bench_spy_m1d": -0.003968443021553636, "bench_c_m1d": -0.020699797853360957, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0020094661940031067, "ret_signed_p1d": -0.0020094661940031067, "alpha_spy_p1d": -0.0019088016136782349, "alpha_c_p1d": -0.0250420134814493, "bench_spy_p1d": -0.0001006645803248718, "bench_c_p1d": 0.023032547287446192, "ret_p1w": -0.04504365347867301, "ret_signed_p1w": -0.04504365347867301, "alpha_spy_p1w": -0.036474195094698625, "alpha_c_p1w": -0.021544556304409657, "bench_spy_p1w": -0.008569458383974382, "bench_c_p1w": -0.02349909717426335, "ret_p1m": 0.0331998851674995, "ret_signed_p1m": 0.0331998851674995, "alpha_spy_p1m": 0.036564340707104015, "alpha_c_p1m": -0.013233518545476164, "bench_spy_p1m": -0.003364455539604516, "bench_c_p1m": 0.04643340371297566, "ret_p3m": 0.0188480790428327, "ret_signed_p3m": 0.0188480790428327, "alpha_spy_p3m": -0.010483515201800131, "alpha_c_p3m": -0.2247123934959181, "bench_spy_p3m": 0.02933159424463283, "bench_c_p3m": 0.2435604725387508, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.04504365347867301, "alpha_spy_stated": -0.036474195094698625, "alpha_c_stated": -0.021544556304409657, "price_path": [-0.2313, -0.2243, -0.2314, -0.241, -0.2504, -0.2709, -0.2576, -0.2575, -0.2533, -0.262, -0.2682, -0.2662, -0.2753, -0.2577, -0.255, -0.3017, -0.281, -0.2797, -0.2387, -0.2488, -0.2436, -0.2241, -0.2137, -0.1934, -0.1985, -0.2033, -0.1936, -0.2022, -0.208, -0.2122, -0.2253, -0.2205, -0.2393, -0.2683, -0.2526, -0.2451, -0.2498, -0.2438, -0.2473, -0.2473, -0.2473, -0.2408, -0.2311, -0.2286, -0.2286, -0.1742, -0.1182, -0.1117, -0.1194, -0.1519, -0.0944, -0.0904, -0.0769, -0.0923, -0.0377, -0.0228, -0.062, -0.0455, -0.0332, -0.0151, -0.0136, -0.0137, 0.0194, 0.0, -0.002, 0.0177, 0.0255, -0.0033, -0.045, -0.0375, -0.0005, 0.0101, 0.0002, 0.0126, -0.0109, -0.002, 0.0018, 0.0054, 0.0436, 0.0381, 0.0526, 0.0473, 0.0592, 0.0801, 0.0332, 0.034, 0.0148, -0.026, 0.0059, -0.0057, -0.0384, -0.0379, 0.006, 0.005, -0.0104, -0.0111, 0.0039, 0.0008, -0.0015, -0.0203, -0.0542, -0.0146, 0.0074, 0.0158, -0.0226, -0.0389, -0.0677, -0.0617, -0.0044, -0.0267, -0.0267, -0.0267, -0.0662, 0.0166, 0.0352, 0.0647, 0.0562, 0.0766, 0.0312, 0.025, 0.0429, 0.0438, 0.0371, 0.0478, 0.026, 0.0499, 0.0188, -0.0154, 0.002, 0.0271, 0.0271, -0.0023, 0.0326, 0.0965, 0.0923, 0.1086, 0.097, 0.0635, 0.115, 0.1486, 0.0978, 0.0624, 0.0494, 0.12, 0.1303, 0.1839, 0.202, 0.1677, 0.1565, 0.1687, 0.1635, 0.1713, 0.2282, 0.2479, 0.2586, 0.2286, 0.2726, 0.2674, 0.2664, 0.3242, 0.3692, 0.363, 0.337, 0.3917, 0.4082, 0.3929, 0.3912, 0.3114, 0.3055, 0.3393, 0.326, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2001599689381015629", "ticker_idx": 0, "ts": "2025-12-18T10:25:28+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep adding", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Continues adding to IREN position; bullish stance reiterated.", "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": "@TheAlucardofX I agree, I keep adding", "reply_text": null, "parent_text": "@Kaizen_Investor It’s not about the 9.7b, what’s more important is how much EBITDA IREN accrues per MW for their deal. \n\nAlso this sell off had nothing to do with a fundamentals.", "quoted_text": null, "parent_author": "TheAlucardofX", "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:1999915425363267770", "ticker_idx": 0, "ts": "2025-12-13T18:52:48+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would add $PL, $AMPX, $FLNC, and $HIMS", "tweet_type": "prediction", "timeline": "months", "summary": "Author adds PL, AMPX, FLNC, and HIMS to the list of top growth sub-$10B names to own into 2026.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RealJGBanks I would add $PL, $AMPX, $FLNC, and $HIMS", "reply_text": null, "parent_text": "TOP GROWTH SUB-$10B NAMES TO OWN INTO 2026\n\n$NVTS - Power semis enabling AI data centers\n$ONDS - Defense drones &amp; secure connectivity\n$IREN - Industrial-scale compute &amp; power assets\n$EOSE - Long-duration storage for 24/7 compute\n$RR - Robotics automation infrastructure \n$SERV -", "quoted_text": null, "parent_author": "RealJGBanks", "ret_m1d": 0.010526345822082117, "ret_signed_m1d": 0.010526345822082117, "alpha_spy_m1d": 0.009013160871519155, "alpha_c_m1d": 0.012118768392716084, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009418287173381112, "ret_signed_p1d": -0.009418287173381112, "alpha_spy_p1d": -0.006686002028150839, "alpha_c_p1d": -0.0034944006975606845, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.1412743076007159, "ret_signed_p1w": 0.1412743076007159, "alpha_spy_p1w": 0.132278550539495, "alpha_c_p1w": 0.1374658077388593, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.40277012548769475, "ret_signed_p1m": 0.40277012548769475, "alpha_spy_p1m": 0.38060266207403526, "alpha_c_p1m": 0.3544757588908809, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.3833795218165821, "ret_signed_p3m": 0.3833795218165821, "alpha_spy_p3m": 0.4020386707137823, "alpha_c_p3m": 0.3272233408698466, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7268698833125269, "ret_signed_p6m": 0.7268698833125269, "alpha_spy_p6m": 0.6379700414565366, "alpha_c_p6m": 0.6013424337789492, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40277012548769475, "alpha_spy_stated": 0.38060266207403526, "alpha_c_stated": 0.3544757588908809, "price_path": [-0.4332, -0.4122, -0.3845, -0.3845, -0.3324, -0.3391, -0.3374, -0.3241, -0.2914, -0.2809, -0.2371, -0.1773, -0.1518, -0.1557, -0.1313, -0.1357, -0.1324, -0.1856, -0.1551, -0.1812, -0.164, -0.267, -0.2737, -0.2488, -0.2848, -0.3075, -0.2825, -0.246, -0.2626, -0.2886, -0.2853, -0.2875, -0.2548, -0.2693, -0.2964, -0.2659, -0.3097, -0.2903, -0.2582, -0.3091, -0.3108, -0.3679, -0.3684, -0.3789, -0.3657, -0.3468, -0.3778, -0.3817, -0.3607, -0.3501, -0.3507, -0.3507, -0.3407, -0.3518, -0.3479, -0.3346, -0.2831, -0.2925, -0.2825, -0.2886, -0.2831, -0.0321, 0.0105, 0.0, -0.0094, -0.0875, -0.031, 0.0626, 0.1413, 0.1485, 0.1258, 0.1258, 0.0726, 0.1008, 0.0936, 0.0925, 0.0925, 0.1307, 0.185, 0.21, 0.2526, 0.2432, 0.2582, 0.4094, 0.4028, 0.4809, 0.5668, 0.5945, 0.5945, 0.5512, 0.4615, 0.4438, 0.4925, 0.4332, 0.5551, 0.5446, 0.4598, 0.3834, 0.2659, 0.3269, 0.2061, 0.1319, 0.2332, 0.3307, 0.2626, 0.1994, 0.1801, 0.2421, 0.2421, 0.2305, 0.3152, 0.3911, 0.3241, 0.3175, 0.369, 0.3645, 0.4183, 0.3374, 0.4604, 0.4017, 0.4404, 0.3623, 0.4006, 0.4305, 0.4072, 0.4094, 0.3834, 0.3734, 0.3629, 0.5003, 0.3745, 0.4936, 0.8742, 0.8737, 0.7634, 0.9596, 0.795, 0.7097, 0.5452, 0.5485, 0.7014, 0.9878, 0.9878, 0.9402, 0.9485, 1.0249, 0.8964, 0.9208, 0.9014, 0.8798, 0.9064, 1.21, 1.1319, 1.0776, 1.1069, 1.1867, 1.1213, 0.9634, 0.964, 0.9407, 0.8881, 1.0482, 1.0443, 1.1352, 1.0571, 1.1989, 0.9524, 1.1629, 1.318, 1.2537, 1.2571, 1.3845, 1.3058, 1.3053, 1.3042, 1.3634, 1.3535, 1.4571, 1.4571, 1.677, 1.7967, 1.8476, 1.8332, 1.574, 1.6643, 1.3895, 1.4116, 0.785, 0.8139, 0.7269]}
{"unit_id": "reply:1999915425363267770", "ticker_idx": 1, "ts": "2025-12-13T18:52:48+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would add $PL, $AMPX, $FLNC, and $HIMS", "tweet_type": "prediction", "timeline": "months", "summary": "Author adds PL, AMPX, FLNC, and HIMS to the list of top growth sub-$10B names to own into 2026.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RealJGBanks I would add $PL, $AMPX, $FLNC, and $HIMS", "reply_text": null, "parent_text": "TOP GROWTH SUB-$10B NAMES TO OWN INTO 2026\n\n$NVTS - Power semis enabling AI data centers\n$ONDS - Defense drones &amp; secure connectivity\n$IREN - Industrial-scale compute &amp; power assets\n$EOSE - Long-duration storage for 24/7 compute\n$RR - Robotics automation infrastructure \n$SERV -", "quoted_text": null, "parent_author": "RealJGBanks", "ret_m1d": 0.0855721035179764, "ret_signed_m1d": 0.0855721035179764, "alpha_spy_m1d": 0.08405891856741343, "alpha_c_m1d": 0.08716452608861036, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.022885526156344316, "ret_signed_p1d": 0.022885526156344316, "alpha_spy_p1d": 0.02561781130157459, "alpha_c_p1d": 0.028809412632164744, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": -0.09751248530463819, "ret_signed_p1w": -0.09751248530463819, "alpha_spy_p1w": -0.1065082423658591, "alpha_c_p1w": -0.10132098516649479, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": -0.03781095594318906, "ret_signed_p1m": -0.03781095594318906, "alpha_spy_p1m": -0.059978419356848556, "alpha_c_p1m": -0.08610532254000292, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.8199005540705333, "ret_signed_p3m": 0.8199005540705333, "alpha_spy_p3m": 0.8385597029677335, "alpha_c_p3m": 0.7637443731237978, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7333333080285427, "ret_signed_p6m": 0.7333333080285427, "alpha_spy_p6m": 0.6444334661725524, "alpha_c_p6m": 0.607805858494965, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03781095594318906, "alpha_spy_stated": -0.059978419356848556, "alpha_c_stated": -0.08610532254000292, "price_path": [0.0338, 0.1413, 0.1711, 0.2, 0.1632, 0.1035, 0.1015, 0.0876, 0.0617, 0.0468, 0.198, 0.2428, 0.2677, 0.3373, 0.2607, 0.2358, 0.2746, 0.1871, 0.2836, 0.3184, 0.4537, 0.2716, 0.1781, 0.3463, 0.2149, 0.1333, 0.1602, 0.2826, 0.2567, 0.1841, 0.2438, 0.2229, 0.402, 0.3493, 0.204, 0.2975, 0.1204, 0.2667, 0.3522, 0.2856, 0.2308, 0.1662, 0.1234, 0.0378, 0.0617, 0.0756, 0.0249, 0.006, 0.0746, 0.0677, 0.0756, 0.0756, 0.1264, 0.0557, 0.0806, 0.1463, 0.2159, 0.2119, 0.1741, 0.1642, 0.0985, 0.1383, 0.0856, 0.0, 0.0229, -0.1264, -0.0896, -0.0697, -0.0975, -0.1323, -0.1512, -0.1512, -0.1771, -0.2119, -0.2209, -0.2149, -0.2149, -0.1303, -0.0836, -0.0856, -0.1144, -0.0806, -0.0567, -0.004, -0.0378, 0.0308, 0.01, 0.0945, 0.0945, 0.1114, 0.1214, 0.1891, 0.1114, 0.0846, 0.1522, 0.192, 0.3512, 0.2378, 0.3085, 0.4607, 0.2338, 0.0527, 0.2179, 0.2428, 0.1493, 0.1055, 0.0139, -0.008, -0.008, -0.0279, -0.0139, 0.0299, -0.0527, 0.0149, 0.0746, 0.1005, 0.1463, 0.0677, 0.1532, 0.1572, 0.2488, 0.4816, 0.6249, 0.7632, 0.791, 0.8498, 0.8199, 0.7861, 0.8597, 0.9284, 0.8806, 0.9015, 0.8109, 0.8587, 0.7672, 0.7841, 0.7075, 0.604, 0.4647, 0.6776, 0.5443, 0.592, 0.592, 0.7473, 0.6617, 0.6836, 0.607, 0.7134, 0.8299, 0.7801, 0.8209, 0.9035, 0.8577, 0.9512, 1.1323, 1.2577, 1.1622, 1.0557, 1.1313, 0.9592, 1.0239, 1.0955, 1.0766, 1.0279, 1.1294, 1.208, 0.603, 0.6617, 0.7592, 0.8736, 0.7433, 0.7781, 0.6766, 0.5791, 0.5403, 0.4995, 0.5224, 0.595, 0.595, 0.7741, 0.7075, 1.0746, 1.0179, 1.1642, 1.2796, 1.1632, 1.2428, 0.9592, 0.8736, 0.7333]}
{"unit_id": "reply:1999915425363267770", "ticker_idx": 2, "ts": "2025-12-13T18:52:48+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would add $PL, $AMPX, $FLNC, and $HIMS", "tweet_type": "prediction", "timeline": "months", "summary": "Author adds PL, AMPX, FLNC, and HIMS to the list of top growth sub-$10B names to own into 2026.", "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": "@RealJGBanks I would add $PL, $AMPX, $FLNC, and $HIMS", "reply_text": null, "parent_text": "TOP GROWTH SUB-$10B NAMES TO OWN INTO 2026\n\n$NVTS - Power semis enabling AI data centers\n$ONDS - Defense drones &amp; secure connectivity\n$IREN - Industrial-scale compute &amp; power assets\n$EOSE - Long-duration storage for 24/7 compute\n$RR - Robotics automation infrastructure \n$SERV -", "quoted_text": null, "parent_author": "RealJGBanks", "ret_m1d": 0.031133831879275542, "ret_signed_m1d": 0.031133831879275542, "alpha_spy_m1d": 0.02962064692871258, "alpha_c_m1d": 0.02962064692871258, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009758410193041023, "ret_signed_p1d": -0.009758410193041023, "alpha_spy_p1d": -0.0070261250478107495, "alpha_c_p1d": -0.0070261250478107495, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.04972117435240109, "ret_signed_p1w": -0.04972117435240109, "alpha_spy_p1w": -0.058716931413622, "alpha_c_p1w": -0.058716931413622, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": 0.10687728569405253, "ret_signed_p1m": 0.10687728569405253, "alpha_spy_p1m": 0.08470982228039303, "alpha_c_p1m": 0.08470982228039303, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.23698886026881205, "ret_signed_p3m": -0.23698886026881205, "alpha_spy_p3m": -0.21832971137161183, "alpha_c_p3m": -0.21832971137161183, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": 0.0901486331525192, "ret_signed_p6m": 0.0901486331525192, "alpha_spy_p6m": 0.0012487912965288839, "alpha_c_p6m": 0.0012487912965288839, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10687728569405253, "alpha_spy_stated": 0.08470982228039303, "alpha_c_stated": 0.08470982228039303, "price_path": [-0.6543, -0.632, -0.5651, -0.5074, -0.5256, -0.4805, -0.4549, -0.4466, -0.4703, -0.4981, -0.375, -0.3936, -0.3592, -0.2909, -0.3573, -0.3048, -0.3076, -0.3917, -0.2616, -0.1427, -0.0037, -0.0901, -0.1485, -0.1427, -0.2444, -0.2928, -0.2551, -0.0929, -0.1292, -0.1589, -0.0576, -0.0488, -0.0242, -0.033, -0.1087, -0.0372, -0.079, -0.0339, 0.0125, -0.0367, -0.1073, -0.2449, -0.1678, -0.1993, -0.2091, -0.2189, -0.2793, -0.2844, -0.2658, -0.2207, -0.1176, -0.1176, -0.0874, -0.099, -0.0725, -0.0776, 0.0846, 0.1134, 0.0623, 0.1125, 0.1064, 0.1984, 0.0311, 0.0, -0.0098, -0.1371, -0.1027, -0.0725, -0.0497, -0.086, -0.0785, -0.0785, -0.0609, -0.072, -0.0771, -0.0809, -0.0809, 0.0692, 0.0339, 0.0144, -0.0446, -0.0158, 0.0781, 0.0818, 0.1069, 0.0525, 0.1849, 0.2584, 0.2584, 0.1854, 0.224, 0.2672, 0.2519, 0.2602, 0.3216, 0.4401, 0.467, 0.4298, 0.4354, 0.4977, 0.3471, -0.1194, -0.0967, -0.0985, -0.1176, -0.1859, -0.1896, -0.1422, -0.1422, -0.1738, -0.1901, -0.2305, -0.2309, -0.2533, -0.2337, -0.2412, -0.2472, -0.2779, -0.2974, -0.3067, -0.2658, -0.2677, -0.3132, -0.2704, -0.2156, -0.2049, -0.237, -0.2388, -0.2203, -0.2333, -0.257, -0.2551, -0.2969, -0.2862, -0.2495, -0.2402, -0.3048, -0.3425, -0.3959, -0.3606, -0.395, -0.382, -0.382, -0.3866, -0.3843, -0.3903, -0.3699, -0.3597, -0.3657, -0.3123, -0.2932, -0.3039, -0.3711, -0.4131, -0.4066, -0.3727, -0.3717, -0.3783, -0.3792, -0.4261, -0.4503, -0.434, -0.4336, -0.427, -0.4103, -0.3699, -0.1185, 0.1227, 0.1724, -0.0112, 0.027, -0.027, -0.0349, -0.092, -0.1678, -0.1199, -0.0618, -0.0014, -0.0014, -0.0088, -0.0139, -0.0074, -0.1227, 0.2616, 0.2969, 0.1547, 0.2616, 0.0646, 0.1185, 0.0901]}
{"unit_id": "reply:1999915425363267770", "ticker_idx": 3, "ts": "2025-12-13T18:52:48+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 would add $PL, $AMPX, $FLNC, and $HIMS", "tweet_type": "prediction", "timeline": "months", "summary": "Author adds PL, AMPX, FLNC, and HIMS to the list of top growth sub-$10B names to own into 2026.", "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": "@RealJGBanks I would add $PL, $AMPX, $FLNC, and $HIMS", "reply_text": null, "parent_text": "TOP GROWTH SUB-$10B NAMES TO OWN INTO 2026\n\n$NVTS - Power semis enabling AI data centers\n$ONDS - Defense drones &amp; secure connectivity\n$IREN - Industrial-scale compute &amp; power assets\n$EOSE - Long-duration storage for 24/7 compute\n$RR - Robotics automation infrastructure \n$SERV -", "quoted_text": null, "parent_author": "RealJGBanks", "ret_m1d": 0.026482733364763034, "ret_signed_m1d": 0.026482733364763034, "alpha_spy_m1d": 0.02496954841420007, "alpha_c_m1d": 0.02496954841420007, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01682760304418096, "ret_signed_p1d": 0.01682760304418096, "alpha_spy_p1d": 0.019559888189411234, "alpha_c_p1d": 0.019559888189411234, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.03310346932246766, "ret_signed_p1w": -0.03310346932246766, "alpha_spy_p1w": -0.04209922638368857, "alpha_c_p1w": -0.04209922638368857, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": -0.11172411688442885, "ret_signed_p1m": -0.11172411688442885, "alpha_spy_p1m": -0.13389158029808834, "alpha_c_p1m": -0.13389158029808834, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.34234482337688577, "ret_signed_p3m": -0.34234482337688577, "alpha_spy_p3m": -0.32368567447968555, "alpha_c_p3m": -0.32368567447968555, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.20055173676589444, "ret_signed_p6m": -0.20055173676589444, "alpha_spy_p6m": -0.28945157862188475, "alpha_c_p6m": -0.28945157862188475, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11172411688442885, "alpha_spy_stated": -0.13389158029808834, "alpha_c_stated": -0.13389158029808834, "price_path": [0.389, 0.5503, 0.595, 0.5917, 0.5448, 0.469, 0.5137, 0.611, 0.6309, 0.5647, 0.5534, 0.5964, 0.4494, 0.5106, 0.5992, 0.6047, 0.6069, 0.4883, 0.5098, 0.4902, 0.7313, 0.6317, 0.3732, 0.4168, 0.3617, 0.3092, 0.3377, 0.3457, 0.3305, 0.2999, 0.2863, 0.2154, 0.2541, 0.2246, 0.1804, 0.2063, 0.1454, 0.1319, 0.1324, 0.0966, 0.0764, -0.0055, 0.0201, -0.0185, 0.0003, -0.0116, -0.0726, -0.0425, 0.0422, 0.0232, 0.0593, 0.0593, 0.0968, 0.0348, 0.0017, 0.0226, 0.104, 0.0814, 0.0792, 0.0985, 0.045, 0.0419, 0.0265, 0.0, 0.0168, -0.0353, -0.0408, -0.019, -0.0331, -0.04, -0.0436, -0.0436, -0.0535, -0.0593, -0.0886, -0.1043, -0.1043, -0.0783, -0.0425, -0.0218, -0.0218, -0.0657, -0.1258, -0.1079, -0.1117, -0.136, -0.1385, -0.1343, -0.1343, -0.1594, -0.203, -0.1581, -0.1829, -0.1647, -0.1812, -0.2091, -0.176, -0.2527, -0.2706, -0.2954, -0.3269, -0.3523, -0.365, -0.4668, -0.5244, -0.5396, -0.5641, -0.5503, -0.5503, -0.5512, -0.563, -0.5636, -0.5688, -0.5721, -0.5735, -0.5636, -0.5697, -0.5994, -0.5454, -0.5636, -0.5462, -0.5619, -0.5658, -0.3887, -0.3526, -0.2861, -0.3423, -0.3167, -0.3137, -0.3109, -0.3614, -0.3335, -0.3926, -0.3804, -0.4113, -0.4251, -0.4246, -0.4654, -0.4819, -0.4273, -0.4527, -0.472, -0.472, -0.4392, -0.4621, -0.4651, -0.4552, -0.464, -0.4166, -0.4108, -0.3299, -0.2554, -0.205, -0.1446, -0.179, -0.1997, -0.2234, -0.157, -0.1892, -0.2301, -0.2737, -0.2505, -0.2439, -0.2477, -0.2737, -0.2585, -0.2924, -0.2201, -0.1961, -0.3095, -0.3341, -0.3313, -0.309, -0.3851, -0.381, -0.3644, -0.3377, -0.3448, -0.3448, -0.3421, -0.3048, -0.2999, -0.2786, -0.2342, -0.2411, -0.2411, -0.2273, -0.2775, -0.2505, -0.2006]}
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{"unit_id": "orig:1974923986355228929", "ticker_idx": 3, "ts": "2025-10-05T19:45:45+00:00", "symbol": "FLNG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I found some pure-play LNG players like $FLNG, $GLNG, and $CLCO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LNG may be best short-term green solution for AI energy demand; names SHEL, XOM, TTE for broad exposure and FLNG, GLNG, CLCO as pure-plays.", "resolved_tickers": ["FLNG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Midstream'", "bench_c_industry": "Oil & Gas Midstream", "unit_kind": "original", "lang": "en", "tweet_text": "I did not add LNG to my energy transition wave, but it might be the best short-term green solution to the AI energy problem. \n\nYou get most exposure to LNG via big oil companies as $SHEL, $XOM, or $TTE. I found some pure-play LNG players like $FLNG, $GLNG, and $CLCO.\n\nmore 👇 https://t.co/NmiLA37pcI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0134069578856999, "ret_signed_m1d": 0.0134069578856999, "alpha_spy_m1d": 0.016980414465013638, "alpha_c_m1d": 0.018331478887048558, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0049245210013486584, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0023658857533113142, "ret_signed_p1d": -0.0023658857533113142, "alpha_spy_p1d": 0.0013416281360064675, "alpha_c_p1d": -0.003932719274172269, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.0015668335208609552, "ret_p1w": -0.039826491377313644, "ret_signed_p1w": -0.039826491377313644, "alpha_spy_p1w": -0.027066123079824034, "alpha_c_p1w": -0.0065862583541517195, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.033240233023161925, "ret_p1m": 0.014589941554895791, "ret_signed_p1m": 0.014589941554895791, "alpha_spy_p1m": 0.009184948740202703, "alpha_c_p1m": 0.038764592987474145, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.024174651432578353, "ret_p3m": 0.01274644507288536, "ret_signed_p3m": 0.01274644507288536, "alpha_spy_p3m": -0.005605020206500333, "alpha_c_p3m": 0.0034320488874139965, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.009314396185471363, "ret_p6m": 0.2398222815871529, "ret_signed_p6m": 0.2398222815871529, "alpha_spy_p6m": 0.2659787595470041, "alpha_c_p6m": -0.15213884187447446, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.39196112346162737, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.014589941554895791, "alpha_spy_stated": 0.009184948740202703, "alpha_c_stated": 0.038764592987474145, "price_path": [-0.1293, -0.1304, -0.1201, -0.135, -0.1573, -0.1534, -0.1392, -0.1143, -0.1247, -0.1201, -0.1109, -0.1166, -0.1128, -0.0733, -0.02, -0.0369, -0.0388, -0.0419, -0.0277, -0.0204, -0.0277, -0.0269, -0.0261, -0.0315, -0.0284, -0.0173, -0.0326, -0.0396, -0.0296, -0.0434, -0.0096, 0.0199, 0.0272, 0.0283, 0.0264, 0.0417, 0.0509, 0.0448, 0.0448, 0.0245, 0.0222, 0.0394, 0.0174, 0.026, 0.0047, -0.0008, 0.0043, -0.0035, -0.0079, -0.0229, -0.017, -0.011, -0.0154, -0.0288, -0.0083, 0.0, -0.0047, 0.0, -0.0059, -0.0063, 0.0099, -0.0028, 0.0134, 0.0, -0.0024, -0.0087, -0.0209, -0.0367, -0.0398, -0.0315, -0.0134, -0.0268, -0.0087, -0.0035, -0.026, -0.0047, -0.0032, -0.015, -0.011, 0.0138, 0.013, 0.0174, 0.0241, 0.0221, 0.0146, 0.0296, 0.0426, 0.0469, 0.0623, 0.0461, -0.013, 0.0268, 0.0406, 0.0465, 0.0473, 0.0457, 0.0414, 0.0607, 0.0402, 0.0406, 0.0359, 0.0359, 0.0298, 0.0225, 0.0314, 0.0529, 0.0485, 0.0265, 0.0302, 0.0298, 0.0225, 0.0306, 0.0375, 0.0339, 0.0249, 0.0334, 0.027, 0.0209, 0.0099, -0.0108, -0.012, -0.012, -0.0047, 0.0042, 0.0014, 0.0127, 0.0127, 0.0014, 0.003, 0.0079, 0.0436, 0.044, 0.0477, 0.0541, 0.0919, 0.0968, 0.1008, 0.0895, 0.0895, 0.0801, 0.0923, 0.0826, 0.072, 0.0631, 0.059, 0.0765, 0.0838, 0.0838, 0.0874, 0.0858, 0.0659, 0.0594, 0.0708, 0.0728, 0.0749, 0.0562, 0.0351, 0.055, 0.055, 0.0927, 0.1049, 0.0984, 0.1158, 0.1244, 0.1219, 0.1089, 0.1146, 0.1401, 0.1772, 0.221, 0.2298, 0.2361, 0.2615, 0.2311, 0.249, 0.2106, 0.1764, 0.1948, 0.2173, 0.2173, 0.2553, 0.3174, 0.2553, 0.2674, 0.2891, 0.2628, 0.2607, 0.2599, 0.2427, 0.2398]}
{"unit_id": "orig:1974923986355228929", "ticker_idx": 4, "ts": "2025-10-05T19:45:45+00:00", "symbol": "GLNG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I found some pure-play LNG players like $FLNG, $GLNG, and $CLCO", "tweet_type": "analysis", "timeline": "unspecified", "summary": "LNG may be best short-term green solution for AI energy demand; names SHEL, XOM, TTE for broad exposure and FLNG, GLNG, CLCO as pure-plays.", "resolved_tickers": ["GLNG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Midstream'", "bench_c_industry": "Oil & Gas Midstream", "unit_kind": "original", "lang": "en", "tweet_text": "I did not add LNG to my energy transition wave, but it might be the best short-term green solution to the AI energy problem. \n\nYou get most exposure to LNG via big oil companies as $SHEL, $XOM, or $TTE. I found some pure-play LNG players like $FLNG, $GLNG, and $CLCO.\n\nmore 👇 https://t.co/NmiLA37pcI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0002544670470605581, "ret_signed_m1d": 0.0002544670470605581, "alpha_spy_m1d": 0.0038279236263742966, "alpha_c_m1d": 0.0051789880484092166, "bench_spy_m1d": -0.0035734565793137385, "bench_c_m1d": -0.0049245210013486584, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01730731403662744, "ret_signed_p1d": -0.01730731403662744, "alpha_spy_p1d": -0.01359980014730966, "alpha_c_p1d": -0.018874147557488397, "bench_spy_p1d": -0.0037075138893177817, "bench_c_p1d": 0.0015668335208609552, "ret_p1w": 0.005090328395797039, "ret_signed_p1w": 0.005090328395797039, "alpha_spy_p1w": 0.01785069669328665, "alpha_c_p1w": 0.038330561418958964, "bench_spy_p1w": -0.01276036829748961, "bench_c_p1w": -0.033240233023161925, "ret_p1m": 0.03156013479940056, "ret_signed_p1m": 0.03156013479940056, "alpha_spy_p1m": 0.026155141984707475, "alpha_c_p1m": 0.05573478623197892, "bench_spy_p1m": 0.005404992814693088, "bench_c_p1m": -0.024174651432578353, "ret_p3m": -0.04672872094612368, "ret_signed_p3m": -0.04672872094612368, "alpha_spy_p3m": -0.06508018622550937, "alpha_c_p3m": -0.056043117131595044, "bench_spy_p3m": 0.018351465279385692, "bench_c_p3m": 0.009314396185471363, "ret_p6m": 0.39362744207393896, "ret_signed_p6m": 0.39362744207393896, "alpha_spy_p6m": 0.41978392003379017, "alpha_c_p6m": 0.0016663186123115903, "bench_spy_p6m": -0.02615647795985121, "bench_c_p6m": 0.39196112346162737, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03156013479940056, "alpha_spy_stated": 0.026155141984707475, "alpha_c_stated": 0.05573478623197892, "price_path": [0.029, 0.028, 0.0318, 0.0391, 0.0245, 0.0214, 0.0391, 0.0374, 0.0174, 0.0186, 0.0278, 0.0328, 0.026, 0.0219, 0.0354, 0.0508, 0.0417, 0.0245, 0.0381, 0.0574, 0.048, 0.0467, 0.0235, 0.0156, 0.0232, 0.0171, 0.0219, 0.0227, 0.046, 0.0437, 0.0546, 0.0948, 0.1348, 0.1204, 0.1596, 0.1387, 0.142, 0.1153, 0.1153, 0.098, 0.1156, 0.1161, 0.1255, 0.0489, 0.0527, 0.0613, 0.0349, 0.0351, 0.0199, 0.014, 0.0163, 0.0186, -0.0033, 0.0209, 0.0267, 0.0496, 0.0326, 0.0336, 0.0232, 0.0285, 0.0211, 0.001, 0.0003, 0.0, -0.0173, -0.0275, -0.0076, -0.0076, 0.0051, -0.0298, -0.0051, -0.0277, -0.0311, -0.0229, -0.0298, -0.0303, -0.0229, -0.0298, 0.057, 0.0443, 0.0346, 0.0305, 0.0448, 0.0491, 0.0316, 0.0084, -0.0025, -0.0221, -0.0061, -0.0227, -0.0298, -0.0346, -0.0234, -0.0452, -0.0488, -0.059, -0.0685, -0.0754, -0.0949, -0.067, -0.0565, -0.0565, -0.0534, -0.0536, -0.0429, -0.0211, -0.008, -0.0196, -0.0093, -0.0139, -0.038, -0.0511, -0.0521, -0.056, -0.0524, -0.0519, -0.0503, -0.0242, -0.0447, -0.0454, -0.0483, -0.0483, -0.0508, -0.0393, -0.0447, -0.0467, -0.0467, -0.0278, -0.0232, -0.0367, -0.017, 0.0104, -0.0027, -0.0114, 0.0063, 0.0265, 0.0127, 0.0145, 0.0145, -0.0047, 0.0322, 0.037, 0.0365, 0.0173, 0.0304, 0.0475, 0.0501, 0.0399, 0.0557, 0.0639, 0.0396, 0.0376, 0.0829, 0.1062, 0.1172, 0.1323, 0.117, 0.1129, 0.1129, 0.1316, 0.1398, 0.1657, 0.1731, 0.1633, 0.1495, 0.1042, 0.1075, 0.139, 0.182, 0.1721, 0.1951, 0.1849, 0.2061, 0.1732, 0.1603, 0.1765, 0.1536, 0.1059, 0.1554, 0.1927, 0.2357, 0.3125, 0.3565, 0.3599, 0.4039, 0.3674, 0.3923, 0.4173, 0.3929, 0.3936]}
{"unit_id": "reply:1971300879056896030", "ticker_idx": 0, "ts": "2025-09-25T19:48:49+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Will trim a bit at $200 levels but will hold for now. Don't expect a major pullback honestly.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still holding PLTR; disagrees with bearish outlook, not expecting a major pullback.", "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": "@MMatters22596 Will trim a bit at $200 levels but will hold for now. Don’t expect a major pullback honestly.", "reply_text": null, "parent_text": "Things don’t look good for $PLTR...\n\nAfter last year’s massive bull run, $PLTR has likely already hit its cycle top\n\nA pullback looks inevitable. What matters now is that $PLTR holds the green line at $207.67 to keep my bearish outlook intact\n\nAs of now, no entry.\n\nYour thoughts? https://t.co/zB8xyd8YiQ", "quoted_text": null, "parent_author": "MMatters22596", "ret_m1d": 0.002456467470973278, "ret_signed_m1d": 0.002456467470973278, "alpha_spy_m1d": -0.002178382825045455, "alpha_c_m1d": -0.002178382825045455, "bench_spy_m1d": 0.004634850296018733, "bench_c_m1d": 0.004634850296018733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008653348789757875, "ret_signed_p1d": -0.008653348789757875, "alpha_spy_p1d": -0.014382476392348909, "alpha_c_p1d": -0.014382476392348909, "bench_spy_p1d": 0.005729127602591033, "bench_c_p1d": 0.005729127602591033, "ret_p1w": 0.044272041931344264, "ret_signed_p1w": 0.044272041931344264, "alpha_spy_p1w": 0.02729779116200204, "alpha_c_p1w": 0.02729779116200204, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.016974250769342225, "ret_p1m": 0.0307615560285166, "ret_signed_p1m": 0.0307615560285166, "alpha_spy_p1m": 0.0015844439592205273, "alpha_c_p1m": 0.0015844439592205273, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.029177112069296074, "ret_p3m": 0.0837986275948972, "ret_signed_p3m": 0.0837986275948972, "alpha_spy_p3m": 0.03525698754245865, "alpha_c_p3m": 0.03525698754245865, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04854164005243855, "ret_p6m": -0.15877625735083156, "ret_signed_p6m": -0.15877625735083156, "alpha_spy_p6m": -0.14998201234606112, "alpha_c_p6m": -0.14998201234606112, "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": 0.0307615560285166, "alpha_spy_stated": 0.0015844439592205273, "alpha_c_stated": 0.0015844439592205273, "price_path": [-0.2389, -0.2704, -0.2624, -0.2499, -0.2499, -0.2233, -0.22, -0.2009, -0.2044, -0.2067, -0.1673, -0.1705, -0.1575, -0.1403, -0.1429, -0.1526, -0.1678, -0.1367, -0.1354, -0.1134, -0.1186, -0.1277, -0.1145, -0.116, -0.1387, -0.1031, -0.0327, 0.0023, 0.0172, 0.0438, 0.0199, 0.0438, 0.0293, 0.0106, -0.0109, -0.0284, -0.1193, -0.129, -0.1281, -0.1138, -0.1225, -0.1019, -0.1251, -0.1172, -0.1251, -0.1251, -0.123, -0.1352, -0.1283, -0.1452, -0.1285, -0.0936, -0.0691, -0.0824, -0.0429, -0.0442, -0.0495, -0.0602, -0.012, 0.0183, 0.0012, 0.0191, 0.0025, 0.0, -0.0087, -0.0015, 0.0184, 0.0325, 0.0443, -0.0338, 0.0023, 0.017, 0.0248, 0.0355, -0.0205, -0.0107, 0.0035, 0.0028, -0.0056, -0.0054, 0.0138, 0.0133, -0.0203, 0.0076, 0.0308, 0.0562, 0.0585, 0.1099, 0.0861, 0.1192, 0.1567, 0.0649, 0.049, -0.0227, -0.0066, 0.0809, 0.0661, 0.0282, -0.039, -0.0285, -0.0439, -0.0658, -0.0765, -0.1305, -0.1355, -0.0942, -0.0869, -0.0745, -0.0745, -0.0596, -0.0649, -0.0471, -0.017, -0.0067, 0.0147, 0.0132, 0.0152, 0.0491, 0.047, 0.0248, 0.0231, 0.0482, -0.0102, 0.0367, 0.0796, 0.083, 0.0838, 0.084, 0.084, 0.0535, 0.0282, 0.0096, -0.0076, -0.0076, -0.0629, -0.0284, 0.0033, 0.0143, -0.0126, -0.0091, 0.0016, -0.0009, -0.004, -0.0114, -0.0456, -0.0456, -0.0591, -0.077, -0.0738, -0.0531, -0.065, -0.0749, -0.1215, -0.1522, -0.1816, -0.1751, -0.1186, -0.221, -0.2742, -0.2413, -0.2022, -0.2211, -0.2425, -0.2791, -0.2664, -0.2664, -0.2574, -0.2442, -0.2469, -0.245, -0.2709, -0.2807, -0.2508, -0.2411, -0.2341, -0.1895, -0.1781, -0.1448, -0.1477, -0.1226, -0.1267, -0.1562, -0.1536, -0.143, -0.1573, -0.1474, -0.1342, -0.1471, -0.1309, -0.1588]}
{"unit_id": "reply:1971190322425368633", "ticker_idx": 0, "ts": "2025-09-25T12:29:30+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 potential patent expiry should be very bullish for $HIMS. This event will dramatically lower the cost of treatment and expand the market. $HIMS's platform will capture a huge wave of mainstream demand for the newly affordable medications.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HIMS: NVO patent expiry will slash treatment costs, expand the market, and drive a wave of mainstream demand to HIMS's platform.", "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": "@investseekers The potential patent expiry should be very bullish for $HIMS. This event will dramatically lower the cost of treatment and expand the market. $HIMS’s platform will capture a huge wave of mainstream demand for the newly affordable medications.", "reply_text": null, "parent_text": "Unlike many Danish retail investors who have been buying heavily into $NVO lately, professional investor Claus Johansen is going the other way.\n\nClaus Johansen, who runs the Global Health Invest fund, revealed on the Millionærklubben podcast that he has sold all of his Novo", "quoted_text": null, "parent_author": "investseekers", "ret_m1d": -0.02952431134354172, "ret_signed_m1d": -0.02952431134354172, "alpha_spy_m1d": -0.034159161639560454, "alpha_c_m1d": -0.034159161639560454, "bench_spy_m1d": 0.004634850296018733, "bench_c_m1d": 0.004634850296018733, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06433392860780374, "ret_signed_p1d": 0.06433392860780374, "alpha_spy_p1d": 0.0586048010052127, "alpha_c_p1d": 0.0586048010052127, "bench_spy_p1d": 0.005729127602591033, "bench_c_p1d": 0.005729127602591033, "ret_p1w": 0.054674686684870855, "ret_signed_p1w": 0.054674686684870855, "alpha_spy_p1w": 0.03770043591552863, "alpha_c_p1w": 0.03770043591552863, "bench_spy_p1w": 0.016974250769342225, "bench_c_p1w": 0.016974250769342225, "ret_p1m": -0.11098961675118624, "ret_signed_p1m": -0.11098961675118624, "alpha_spy_p1m": -0.1401667288204823, "alpha_c_p1m": -0.1401667288204823, "bench_spy_p1m": 0.029177112069296074, "bench_c_p1m": 0.029177112069296074, "ret_p3m": -0.3657736483599895, "ret_signed_p3m": -0.3657736483599895, "alpha_spy_p3m": -0.41431528841242804, "alpha_c_p3m": -0.41431528841242804, "bench_spy_p3m": 0.04854164005243855, "bench_c_p3m": 0.04854164005243855, "ret_p6m": -0.5986877913903526, "ret_signed_p6m": -0.5986877913903526, "alpha_spy_p6m": -0.5898935463855821, "alpha_c_p6m": -0.5898935463855821, "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": -0.11098961675118624, "alpha_spy_stated": -0.1401667288204823, "alpha_c_stated": -0.1401667288204823, "price_path": [-0.0915, -0.1259, -0.135, -0.1256, -0.1256, -0.1176, -0.1077, -0.0662, -0.0838, -0.1272, -0.0518, -0.0804, -0.055, -0.0889, -0.0818, -0.1325, -0.0886, 0.0574, 0.0447, 0.0507, 0.0694, 0.0984, 0.1943, 0.2061, 0.14, 0.1545, 0.0118, -0.0682, -0.0696, -0.0534, -0.0891, -0.1259, -0.1192, -0.1411, -0.1613, -0.1781, -0.2313, -0.2094, -0.1988, -0.1877, -0.2165, -0.1735, -0.1979, -0.1959, -0.2282, -0.2282, -0.2431, -0.1897, -0.1232, -0.1177, -0.0953, -0.129, -0.1292, -0.0567, 0.0115, -0.0166, -0.0725, -0.0824, 0.0242, 0.0538, 0.0516, 0.0206, -0.0295, 0.0, 0.0643, 0.0775, 0.0337, 0.0262, 0.0547, -0.0425, -0.002, 0.0565, 0.0601, 0.0616, -0.0168, -0.0026, -0.0155, 0.1438, 0.078, -0.0928, -0.064, -0.1004, -0.135, -0.1163, -0.111, -0.121, -0.1412, -0.1502, -0.197, -0.1715, -0.191, -0.2202, -0.203, -0.2433, -0.2522, -0.2519, -0.2756, -0.2889, -0.343, -0.326, -0.3516, -0.3392, -0.347, -0.3873, -0.3674, -0.3115, -0.324, -0.3002, -0.3002, -0.2754, -0.3164, -0.3383, -0.3244, -0.2706, -0.2856, -0.287, -0.2743, -0.3096, -0.3116, -0.3219, -0.3393, -0.3282, -0.3627, -0.3663, -0.3519, -0.3612, -0.3658, -0.3681, -0.3681, -0.3747, -0.3785, -0.3978, -0.4082, -0.4082, -0.3911, -0.3674, -0.3537, -0.3537, -0.3827, -0.4225, -0.4106, -0.4132, -0.4292, -0.4308, -0.4281, -0.4281, -0.4447, -0.4735, -0.4438, -0.4602, -0.4482, -0.4591, -0.4775, -0.4556, -0.5063, -0.5181, -0.5345, -0.5553, -0.5721, -0.5805, -0.6477, -0.6858, -0.6958, -0.712, -0.7029, -0.7029, -0.7035, -0.7113, -0.7117, -0.7151, -0.7173, -0.7182, -0.7117, -0.7157, -0.7354, -0.6997, -0.7117, -0.7002, -0.7106, -0.7131, -0.5961, -0.5723, -0.5283, -0.5655, -0.5486, -0.5466, -0.5447, -0.5781, -0.5597, -0.5987]}
{"unit_id": "reply:2001632855265599700", "ticker_idx": 0, "ts": "2025-12-18T12:37:15+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Yes, I am. Around 5.5% of my portfolio.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds IREN at ~5.5% of portfolio; 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": "@BesserBoerse Yes, I am. Around 5.5% of my portfolio. Are you?", "reply_text": null, "parent_text": "@Kaizen_Investor Are you invested? $IREN", "quoted_text": null, "parent_author": "BesserBoerse", "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": "quote:2031108298301227286", "ticker_idx": 0, "ts": "2026-03-09T20:42:09+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe the stock is still undervalued", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Still long AMPX; believes it remains undervalued despite 102% YTD run.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX now up 102% YTD. I bought them a little bit before the year-end dip so I’m only up 50% on the stock. \n\nI’m working on a complete business case on the stock as I believe the stock is still undervalued. NFA. https://t.co/MdW9TC9pxJ", "reply_text": null, "parent_text": null, "quoted_text": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026.\n\nLithium-ion batteries rely on graphite anodes, which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo", "parent_author": null, "ret_m1d": -0.015555593702528236, "ret_signed_m1d": -0.015555593702528236, "alpha_spy_m1d": -0.017165286545225866, "alpha_c_m1d": -0.020966756647398332, "bench_spy_m1d": 0.0016096928426976298, "bench_c_m1d": 0.005411162944870096, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03277778625488281, "ret_signed_p1d": 0.03277778625488281, "alpha_spy_p1d": 0.03403292080354858, "alpha_c_p1d": 0.0358949993683797, "bench_spy_p1d": -0.0012551345486657706, "bench_c_p1d": -0.003117213113496886, "ret_p1w": 0.07666662004258895, "ret_signed_p1w": 0.07666662004258895, "alpha_spy_p1w": 0.0861028723550783, "alpha_c_p1w": 0.0973699999511215, "bench_spy_p1w": -0.009436252312489346, "bench_c_p1w": -0.02070337990853255, "ret_p1m": -0.05999999576144743, "ret_signed_p1m": -0.05999999576144743, "alpha_spy_p1m": -0.06099861241325555, "alpha_c_p1m": -0.0652871955556722, "bench_spy_p1m": 0.0009986166518081152, "bench_c_p1m": 0.005287199794224762, "ret_p3m": 0.09388891855875658, "ret_signed_p3m": 0.09388891855875658, "alpha_spy_p3m": 0.0017652865371682314, "alpha_c_p3m": 0.06654259339402957, "bench_spy_p3m": 0.09212363202158835, "bench_c_p3m": 0.027346325164727014, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.05999999576144743, "alpha_spy_stated": -0.06099861241325555, "alpha_c_stated": -0.0652871955556722, "price_path": [-0.3644, -0.3939, -0.4417, -0.4289, -0.5122, -0.4917, -0.4806, -0.4961, -0.5156, -0.5261, -0.5261, -0.5406, -0.56, -0.565, -0.5617, -0.5617, -0.5144, -0.4883, -0.4894, -0.5056, -0.4867, -0.4733, -0.4439, -0.4628, -0.4244, -0.4361, -0.3889, -0.3889, -0.3794, -0.3739, -0.3361, -0.3794, -0.3944, -0.3567, -0.3344, -0.2456, -0.3089, -0.2694, -0.1844, -0.3111, -0.4122, -0.32, -0.3061, -0.3583, -0.3828, -0.4339, -0.4461, -0.4461, -0.4572, -0.4494, -0.425, -0.4711, -0.4333, -0.4, -0.3856, -0.36, -0.4039, -0.3561, -0.3539, -0.3028, -0.1728, -0.0928, -0.0156, 0.0, 0.0328, 0.0161, -0.0028, 0.0383, 0.0767, 0.05, 0.0617, 0.0111, 0.0378, -0.0133, -0.0039, -0.0467, -0.1044, -0.1822, -0.0633, -0.1378, -0.1111, -0.1111, -0.0244, -0.0722, -0.06, -0.1028, -0.0433, 0.0217, -0.0061, 0.0167, 0.0628, 0.0372, 0.0894, 0.1906, 0.2606, 0.2072, 0.1478, 0.19, 0.0939, 0.13, 0.17, 0.1594, 0.1322, 0.1889, 0.2328, -0.105, -0.0722, -0.0178, 0.0461, -0.0267, -0.0072, -0.0639, -0.1183, -0.14, -0.1628, -0.15, -0.1094, -0.1094, -0.0094, -0.0467, 0.1583, 0.1267, 0.2083, 0.2728, 0.2078, 0.2522, 0.0939, 0.0461, -0.0322, -0.0872, -0.05, -0.0939, -0.0656, -0.1394, -0.1667, -0.1017, -0.1017, -0.1306, -0.2156, -0.3044, -0.3022, -0.2828, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019518622255702303", "ticker_idx": 0, "ts": "2026-02-05T21:08:55+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amazon is now the backbone of the generative AI era", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMZN: AWS fastest growth in years, Amazon positioned as backbone of generative AI era with $200B capex into cloud/AI.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "$AMZN down 9% after earnings. They did beat revenues and EPS was in line. \n\nThe company hit record sales of $213.4 billion, but the real news is AWS, which grew 24%, its fastest pace in years, driven by the AI boom. By designing its own chips and building the world’s largest AI supercluster, Amazon is now the backbone of the generative AI era. \n\nWhile shipping speeds are at an all-time high, the company is doubling down on the future. Management plans to spend $200 billion in 2026 on data centers and satellites. In short, Amazon is no longer just a store; it’s a high-tech engine betting that cloud computing and AI will power every part of our lives.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.058815113571760946, "ret_signed_m1d": 0.058815113571760946, "alpha_spy_m1d": 0.07763877217751691, "alpha_c_m1d": 0.06288321867472269, "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": -0.00760748406141476, "ret_signed_p1d": -0.00760748406141476, "alpha_spy_p1d": -0.012429299624992507, "alpha_c_p1d": -0.0038783931270639505, "bench_spy_p1d": 0.004821815563577747, "bench_c_p1d": -0.0037290909343508094, "ret_p1w": -0.0548212896375182, "ret_signed_p1w": -0.0548212896375182, "alpha_spy_p1w": -0.04197774494072459, "alpha_c_p1w": -0.03948106080879721, "bench_spy_p1w": -0.012843544696793607, "bench_c_p1w": -0.015340228828720992, "ret_p1m": 0.015072261594488268, "ret_signed_p1m": 0.015072261594488268, "alpha_spy_p1m": 0.032954675077056184, "alpha_c_p1m": 0.0438882062449395, "bench_spy_p1m": -0.017882413482567916, "bench_c_p1m": -0.02881594465045123, "ret_p3m": 0.30748374219322017, "ret_signed_p3m": 0.30748374219322017, "alpha_spy_p3m": 0.24201487524835574, "alpha_c_p3m": 0.28950930445880085, "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": 0.015072261594488268, "alpha_spy_stated": 0.032954675077056184, "alpha_c_stated": 0.0438882062449395, "price_path": [0.1844, 0.1611, 0.1296, 0.1159, 0.1072, 0.0581, 0.0588, 0.0324, 0.0493, 0.0759, 0.092, 0.0896, 0.0896, 0.1089, 0.112, 0.1146, 0.1049, 0.0893, 0.0913, 0.0788, 0.0837, 0.102, 0.0949, 0.0755, 0.0581, 0.0582, 0.0521, 0.0782, 0.081, 0.0861, 0.1037, 0.1049, 0.1049, 0.1056, 0.1034, 0.1056, 0.0975, 0.0975, 0.0769, 0.1081, 0.1455, 0.1485, 0.171, 0.1762, 0.1719, 0.1535, 0.1252, 0.1325, 0.1369, 0.1369, 0.0983, 0.0998, 0.1142, 0.1371, 0.1336, 0.1634, 0.1554, 0.1493, 0.1378, 0.1552, 0.1346, 0.1078, 0.0588, 0.0, -0.0076, -0.016, -0.0297, -0.051, -0.0548, -0.0548, -0.0436, -0.0263, -0.026, -0.001, -0.024, -0.0084, 0.0015, -0.0114, -0.0015, -0.0092, -0.0076, 0.0309, 0.041, 0.0137, 0.0151, 0.0191, 0.0111, -0.0038, -0.0126, 0.0068, 0.0232, -0.0021, -0.0074, -0.0235, -0.0009, -0.0146, 0.0066, -0.0132, -0.0522, -0.0446, -0.0097, 0.0012, -0.0026, -0.0026, 0.0117, 0.0164, 0.052, 0.1109, 0.1334, 0.1406, 0.184, 0.1815, 0.1872, 0.1913, 0.1805, 0.1882, 0.2141, 0.2128, 0.2552, 0.2415, 0.2348, 0.2507, 0.2603, 0.2755, 0.2935, 0.3006, 0.3075, 0.2893, 0.2965, 0.279, 0.2639, 0.2844, 0.2705, 0.2559, 0.2593, 0.2331, 0.26, 0.2764, 0.2663, 0.2663, 0.2614, 0.2926, 0.3028, 0.2868, 0.2422, 0.2197, 0.1888, 0.2067, 0.1698, 0.1659, 0.161, 0.1316, 0.1483, 0.1342, 0.1697, 0.1696, 0.1292, 0.162, 0.162, 0.1068, 0.1131, 0.1139, 0.0794, 0.1064, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2026686933431206013", "ticker_idx": 0, "ts": "2026-02-25T15:53:13+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Five reasons why I prefer $IREN over $CIFR", "tweet_type": "analysis", "timeline": "months", "summary": "Long IREN over CIFR: superior revenue ceiling, faster cash realization, NVDA preferred partner status, vertical integration, and dual BTC/AI engine vs CIFR's landlord model.", "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": "Five reasons why I prefer $IREN over $CIFR.\n\n 1. A massive revenue ceiling\n$IREN operates as an elite AI neocloud, meaning it actually purchases state-of-the-art hardware (like NVIDIA H100s, B200s, and GB300s) and leases out the raw compute capacity on a bare-metal basis. \n\nBy controlling the actual computing servers rather than just the physical building, IREN captures the entirety of the infrastructure profit pool, resulting in a staggering top-line revenue ceiling. \n\nIREN is targeting $3.4 billion in Annualized Run-Rate Revenue (ARR) by the end of 2026, and remarkably, this utilizes only about 10% of its 4.5 gigawatt (GW) secured power portfolio. \n\n$CIFR operates on a real estate landlord model, which yields high profit margins but a mathematically lower top-line revenue ceiling because they do not monetize the actual computational hardware.\n\n2. Highly compressed near-term revenue\nWhile both companies have secured multi-billion-dollar deals, IREN's revenue realization is much faster and provides immediate working capital. \n\nIREN's landmark $9.7 billion AI cloud services contract with $MSFT is compressed over an average term of just five years. Crucially, this contract included a 20% upfront customer prepayment that instantly injected $1.9 billion in cash into IREN's operations. This upfront capital effectively acts as zero-cost, non-dilutive financing to fund its hardware procurement and supply chain build-out. \n\nIn contrast, Cipher's $9.3 billion in contracted revenue is spread out over much longer 10- to 15-year base terms.\n\n3. Preferred access to highly constrained NVIDIA silicon\n$IREN benefits from powerful strategic network effects through its status as a Preferred $NVDA Cloud Partner. \n\nIn a macroeconomic environment characterized by extreme hardware scarcity, priority access to the latest generation of silicon is a massive competitive advantage. \n\nBecause IREN has proven it can reliably host and cool the most thermally demanding systems (like the GB300 NVL72) with its proprietary direct-to-chip liquid cooling, NVIDIA is highly incentivized to allocate more hardware to IREN. \n\nThis guaranteed supply attracts top-tier AI developers, creating a virtuous, self-reinforcing cycle of supply and demand that Cipher, which does not buy computing hardware, cannot access.\n\n4. Absolute vertical integration and speed-to-market\nIREN's business model is defined by strict, end-to-end vertical integration. The company acts simultaneously as the land developer, high-voltage electrical engineer, construction manager, hardware purchaser, and ultimate facility operator. \n\nThis complete operational control minimizes reliance on third-party Engineering, Procurement, and Construction (EPC) contractors, eliminates the margin-stacking of middleman colocation landlords, and provides the company with extreme strategic flexibility. \n\nThis intense integration allows IREN to transition rapidly from securing a power contract to energizing a facility and rendering AI compute services, a proven speed-to-market capability that helped it win the Microsoft contract.\n\n5. Retention of a highly lucrative bitcoin mining fleet for power arbitrage\nWhile $CIFR is actively divesting its legacy Bitcoin assets to pivot completely toward HPC infrastructure, $IREN is deliberately maintaining its dual-engine approach. \n\nIREN is expanding its massive Bitcoin mining fleet to a target of 50 to 57 EH/s. This serves as a highly liquid, cash-generating segment that guarantees no energized megawatt ever sits idle while the company waits for AI clients. \n\nFurthermore, it allows IREN to engage in highly profitable energy market arbitrage. 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{"unit_id": "quote:1988972140356595823", "ticker_idx": 1, "ts": "2025-11-13T14:08:06+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR & $NVDA win another battle! Despite this small dip, AI is here to stay!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on PLTR and NVDA; dismisses Burry's AI-bubble thesis, sees current dip as temporary.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR &amp; $NVDA win another battle! Despite this small dip, AI is here to stay!", "reply_text": null, "parent_text": null, "quoted_text": "MICHAEL BURRY SHUTS DOWN HIS FUND\n\nHe’s leaving because he sees an AI-driven bubble but the data shows a real cycle with real demand that kept moving while his valuation model stayed anchored to a world that isn’t coming back. https://t.co/dMtHSjChqn", "parent_author": null, "ret_m1d": 0.0371400645830271, "ret_signed_m1d": 0.0371400645830271, "alpha_spy_m1d": 0.020266062558710995, "alpha_c_m1d": 0.006080441338629283, "bench_spy_m1d": 0.016874002024316104, "bench_c_m1d": 0.031059623244397816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01771372748265021, "ret_signed_p1d": 0.01771372748265021, "alpha_spy_p1d": 0.01787746028280801, "alpha_c_p1d": 0.017249683273894423, "bench_spy_p1d": -0.0001637328001578009, "bench_c_p1d": 0.0004640442087557872, "ret_p1w": -0.03328697911394651, "ret_signed_p1w": -0.03328697911394651, "alpha_spy_p1w": -0.004255999824222645, "alpha_c_p1w": 0.02390231922937036, "bench_spy_p1w": -0.02903097928972387, "bench_c_p1w": -0.057189298343316874, "ret_p1m": -0.06331079343063029, "ret_signed_p1m": -0.06331079343063029, "alpha_spy_p1m": -0.07777422373718701, "alpha_c_p1m": -0.09028137664995017, "bench_spy_p1m": 0.014463430306556724, "bench_c_p1m": 0.026970583219319888, "ret_p3m": 0.009046840273683854, "ret_signed_p3m": 0.009046840273683854, "alpha_spy_p3m": -0.023875448641266672, "alpha_c_p3m": -0.1684354655439675, "bench_spy_p3m": 0.032922288914950526, "bench_c_p3m": 0.17748230581765134, "ret_p6m": 0.15179079965770703, "ret_signed_p6m": 0.15179079965770703, "alpha_spy_p6m": 0.04795773971602624, "alpha_c_p6m": -0.49632359793753733, "bench_spy_p6m": 0.1038330599416808, "bench_c_p6m": 0.6481143975952444, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06331079343063029, "alpha_spy_stated": -0.07777422373718701, "alpha_c_stated": -0.09028137664995017, "price_path": [-0.026, -0.0601, -0.0614, -0.0636, -0.0475, -0.0378, -0.0273, -0.0282, -0.0359, -0.0679, -0.0679, -0.0861, -0.087, -0.0814, -0.1062, -0.0993, -0.0862, -0.0511, -0.0519, -0.0484, -0.0488, -0.0641, -0.0887, -0.0568, -0.0545, -0.0174, -0.0451, -0.0529, -0.0491, -0.0464, -0.0268, -0.0015, 0.002, 0.0109, 0.0041, -0.0071, -0.0097, 0.012, 0.0306, -0.0198, 0.0078, -0.0366, -0.0376, -0.027, -0.0195, -0.0226, -0.0305, -0.0352, -0.0252, -0.0032, 0.0248, 0.0758, 0.108, 0.0858, 0.0836, 0.1071, 0.0633, 0.0447, 0.0065, 0.0069, 0.0652, 0.0337, 0.0371, 0.0, 0.0177, -0.0014, -0.0294, -0.0018, -0.0333, -0.0427, -0.0231, -0.0484, -0.0353, -0.0353, -0.0528, -0.0371, -0.0289, -0.0389, -0.0186, -0.0238, -0.007, -0.0101, -0.0164, -0.0317, -0.0633, -0.0565, -0.0489, -0.0851, -0.068, -0.0314, -0.0169, 0.0126, 0.0094, 0.0094, 0.0197, 0.0073, 0.0037, -0.0019, -0.0019, 0.0107, 0.0068, 0.0021, 0.0121, -0.0097, -0.0106, -0.0102, -0.0056, -0.0199, 0.0011, -0.0033, -0.0033, -0.047, -0.0189, -0.0108, 0.0044, -0.002, 0.0089, 0.025, 0.0303, 0.0229, -0.0066, -0.0348, -0.0678, -0.0801, -0.0077, 0.0171, 0.009, 0.0171, 0.0005, -0.0216, -0.0216, -0.0101, 0.006, 0.0056, 0.0159, 0.0252, 0.0321, 0.0466, -0.0105, -0.0517, -0.0234, -0.0364, -0.0204, -0.0188, -0.0483, -0.0225, -0.0111, -0.0043, -0.0198, -0.0353, -0.0194, -0.0263, -0.0345, -0.0443, -0.0757, -0.0599, -0.0623, -0.0437, -0.0835, -0.1034, -0.116, -0.0666, -0.0594, -0.0506, -0.0506, -0.0492, -0.0468, -0.0255, -0.0157, 0.0096, 0.0132, 0.0518, 0.0644, 0.0616, 0.0794, 0.0815, 0.0698, 0.0838, 0.0685, 0.1147, 0.1593, 0.1409, 0.1199, 0.0681, 0.0621, 0.0623, 0.0517, 0.1123, 0.132, 0.1518]}
{"unit_id": "quote:1999884474910154764", "ticker_idx": 0, "ts": "2025-12-13T16:49:49+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My $PL shares are now up 351% YTD and I believe the best is yet to come", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still long Planet Labs; up 351% YTD but believes the best gains are still ahead.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "The highest growth performer of 2025, yet extremely undervalued on X. \n\nMy $PL shares are now up 351% YTD and I believe the best is yet to come. \n\nIf you want to know more about the Planet Labs, just search $PL on my page and learn all about this amazing company 🚀", "reply_text": null, "parent_text": null, "quoted_text": "THE TOP GROWTH PERFORMERS OF 2025\n\n1. $PL +351%\n2. $OKLO +312%\n3. $OPEN +310%\n4. $IREN +309%\n5. $CIFR +267%\n6. $ASTS +264%\n7. $MP +263%\n8. $ONDS +242%\n9. $JMIA +221%\n10. $HOOD +221%\n11. $NBIS +217%\n12. $QBTS +211%\n13. $EOSE +205%\n14. $MU +187%\n15. $PGY +144% https://t.co/SdxoPZmXQS", "parent_author": null, "ret_m1d": 0.010526345822082117, "ret_signed_m1d": 0.010526345822082117, "alpha_spy_m1d": 0.009013160871519155, "alpha_c_m1d": 0.012118768392716084, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": -0.0015924225706339667, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009418287173381112, "ret_signed_p1d": -0.009418287173381112, "alpha_spy_p1d": -0.006686002028150839, "alpha_c_p1d": -0.0034944006975606845, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.005923886475820428, "ret_p1w": 0.1412743076007159, "ret_signed_p1w": 0.1412743076007159, "alpha_spy_p1w": 0.132278550539495, "alpha_c_p1w": 0.1374658077388593, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.003808499861856607, "ret_p1m": 0.40277012548769475, "ret_signed_p1m": 0.40277012548769475, "alpha_spy_p1m": 0.38060266207403526, "alpha_c_p1m": 0.3544757588908809, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.048294366596813854, "ret_p3m": 0.3833795218165821, "ret_signed_p3m": 0.3833795218165821, "alpha_spy_p3m": 0.4020386707137823, "alpha_c_p3m": 0.3272233408698466, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": 0.05615618094673547, "ret_p6m": 0.7268698833125269, "ret_signed_p6m": 0.7268698833125269, "alpha_spy_p6m": 0.6379700414565366, "alpha_c_p6m": 0.6013424337789492, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.12552744953357764, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40277012548769475, "alpha_spy_stated": 0.38060266207403526, "alpha_c_stated": 0.3544757588908809, "price_path": [-0.4332, -0.4122, -0.3845, -0.3845, -0.3324, -0.3391, -0.3374, -0.3241, -0.2914, -0.2809, -0.2371, -0.1773, -0.1518, -0.1557, -0.1313, -0.1357, -0.1324, -0.1856, -0.1551, -0.1812, -0.164, -0.267, -0.2737, -0.2488, -0.2848, -0.3075, -0.2825, -0.246, -0.2626, -0.2886, -0.2853, -0.2875, -0.2548, -0.2693, -0.2964, -0.2659, -0.3097, -0.2903, -0.2582, -0.3091, -0.3108, -0.3679, -0.3684, -0.3789, -0.3657, -0.3468, -0.3778, -0.3817, -0.3607, -0.3501, -0.3507, -0.3507, -0.3407, -0.3518, -0.3479, -0.3346, -0.2831, -0.2925, -0.2825, -0.2886, -0.2831, -0.0321, 0.0105, 0.0, -0.0094, -0.0875, -0.031, 0.0626, 0.1413, 0.1485, 0.1258, 0.1258, 0.0726, 0.1008, 0.0936, 0.0925, 0.0925, 0.1307, 0.185, 0.21, 0.2526, 0.2432, 0.2582, 0.4094, 0.4028, 0.4809, 0.5668, 0.5945, 0.5945, 0.5512, 0.4615, 0.4438, 0.4925, 0.4332, 0.5551, 0.5446, 0.4598, 0.3834, 0.2659, 0.3269, 0.2061, 0.1319, 0.2332, 0.3307, 0.2626, 0.1994, 0.1801, 0.2421, 0.2421, 0.2305, 0.3152, 0.3911, 0.3241, 0.3175, 0.369, 0.3645, 0.4183, 0.3374, 0.4604, 0.4017, 0.4404, 0.3623, 0.4006, 0.4305, 0.4072, 0.4094, 0.3834, 0.3734, 0.3629, 0.5003, 0.3745, 0.4936, 0.8742, 0.8737, 0.7634, 0.9596, 0.795, 0.7097, 0.5452, 0.5485, 0.7014, 0.9878, 0.9878, 0.9402, 0.9485, 1.0249, 0.8964, 0.9208, 0.9014, 0.8798, 0.9064, 1.21, 1.1319, 1.0776, 1.1069, 1.1867, 1.1213, 0.9634, 0.964, 0.9407, 0.8881, 1.0482, 1.0443, 1.1352, 1.0571, 1.1989, 0.9524, 1.1629, 1.318, 1.2537, 1.2571, 1.3845, 1.3058, 1.3053, 1.3042, 1.3634, 1.3535, 1.4571, 1.4571, 1.677, 1.7967, 1.8476, 1.8332, 1.574, 1.6643, 1.3895, 1.4116, 0.785, 0.8139, 0.7269]}
{"unit_id": "reply:2026219911836586305", "ticker_idx": 0, "ts": "2026-02-24T08:57:26+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 have a position in $IREN", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a live 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": "@Stocksalute Nope, I have a position in $IREN", "reply_text": null, "parent_text": "@Kaizen_Investor Thanks, I forgot that one! There are so many earnings this week. 😅 Do you have a position in $CIFR? The stock is up 177% in 1Y. 👀", "quoted_text": null, "parent_author": "Stocksalute", "ret_m1d": -0.06798680089588727, "ret_signed_m1d": -0.06798680089588727, "alpha_spy_m1d": -0.060770775130513544, "alpha_c_m1d": -0.06308285999134133, "bench_spy_m1d": -0.007216025765373724, "bench_c_m1d": -0.004903940904545934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.031243167432473795, "ret_signed_p1d": -0.031243167432473795, "alpha_spy_p1d": -0.03968147373301223, "alpha_c_p1d": -0.04870101289259621, "bench_spy_p1d": 0.008438306300538434, "bench_c_p1d": 0.017457845460122412, "ret_p1w": -0.14521456937356292, "ret_signed_p1w": -0.14521456937356292, "alpha_spy_p1w": -0.13500158172339904, "alpha_c_p1w": -0.1497261889677104, "bench_spy_p1w": -0.010212987650163874, "bench_c_p1w": 0.004511619594147476, "ret_p1m": -0.08844885347156328, "ret_signed_p1m": -0.08844885347156328, "alpha_spy_p1m": -0.04664162796535731, "alpha_c_p1m": -0.061254375012856244, "bench_spy_p1m": -0.04180722550620597, "bench_c_p1m": -0.02719447845870704, "ret_p3m": 0.2503850578016853, "ret_signed_p3m": 0.2503850578016853, "alpha_spy_p3m": 0.1626184059032003, "alpha_c_p3m": 0.22631699828115348, "bench_spy_p3m": 0.08776665189848498, "bench_c_p3m": 0.024068059520531815, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08844885347156328, "alpha_spy_stated": -0.04664162796535731, "alpha_c_stated": -0.061254375012856244, "price_path": [0.066, 0.0519, 0.0669, -0.0953, -0.0328, 0.022, -0.0163, 0.0196, 0.0306, -0.0337, -0.0332, -0.1171, -0.2194, -0.1949, -0.2568, -0.2123, -0.1217, -0.075, -0.0744, -0.0763, -0.0763, -0.1133, -0.1329, -0.1573, -0.169, -0.169, -0.0605, 0.0614, 0.0101, -0.0402, 0.0051, 0.0128, 0.1074, 0.1659, 0.1635, 0.1417, 0.2722, 0.2722, 0.1938, 0.1767, 0.1498, 0.2471, 0.152, 0.3199, 0.3848, 0.3166, 0.1824, 0.1679, 0.1967, -0.0112, -0.1245, -0.0796, 0.0154, -0.0554, -0.0612, -0.1193, -0.0711, -0.0711, -0.0986, -0.0741, -0.0475, -0.1204, -0.068, 0.0, -0.0312, -0.0266, -0.099, -0.0893, -0.1452, -0.0354, -0.1172, -0.1925, -0.1454, -0.1613, -0.0763, -0.0898, -0.0851, -0.0112, -0.0548, -0.0713, -0.0834, -0.0915, -0.0724, -0.0953, -0.0884, -0.176, -0.2279, -0.3043, -0.2458, -0.2499, -0.235, -0.235, -0.2271, -0.2136, -0.1897, -0.1846, -0.1349, -0.0524, 0.0422, 0.0741, 0.0495, 0.0587, 0.0719, -0.0062, 0.0647, 0.1446, 0.1142, 0.064, -0.0222, -0.057, 0.0013, 0.0046, 0.0887, 0.2044, 0.3417, 0.2508, 0.3465, 0.2134, 0.2444, 0.2139, 0.2849, 0.1648, 0.1102, 0.0504, 0.1597, 0.2774, 0.2504, 0.2504, 0.3153, 0.4926, 0.4092, 0.398, 0.4374, 0.4653, 0.4407, 0.3611, 0.1958, 0.3023, 0.1886, 0.1336, 0.2477, 0.3151, 0.3388, 0.3021, 0.2785, 0.3193, 0.3193, 0.2513, 0.204, 0.1067, 0.0504, 0.0387, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2028866704986488918", "ticker_idx": 0, "ts": "2026-03-03T16:14:51+00:00", "symbol": "BAESY", "kind": "equity", "geography": null, "sub_sector": "radiation-hardened semiconductors", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BAE Systems, $BAESY, is the overlooked architect solving this microscopic chokepoint", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long BAESY as dominant rad-hard compute supplier for the $500B space economy, with moats from flight heritage, qualification cycles, and export controls.", "resolved_tickers": ["BAESY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "The $500 billion space economy isn't constrained by rocket fuel, but by constrained by radiation. BAE Systems, $BAESY, is the overlooked architect solving this microscopic chokepoint.\n\nTo understand the bottleneck, we have to look at the environment. The space economy is fundamentally constrained by radiation. Earth's magnetic field protects terrestrial data centers, but once a satellite reaches orbit or deep space, it is bombarded by trapped protons in the Van Allen belts, galactic cosmic rays, and solar flares.\n\nWhen high-energy particles strike a standard commercial off-the-shelf (COTS) semiconductor, they cause single-event upsets or total ionizing dose degradation (which eventually fries the chip completely). \n\nA $500 million satellite with a standard silicon processor will become dead space debris in a matter of days or weeks. To survive, the electronics must be heavily modified through a process called radiation hardening by design (RHBD) or manufactured on specialized insulating substrates.\n\nThe barrier to entry in rad-hard compute is not just technological; it is deeply institutional. BAE Systems dominates this chokepoint due to three compounding factors:\n\n1. The heritage Premium: In the aerospace industry, risk tolerance is zero. Space agencies and commercial operators rely on flight heritage, meaning they only want to buy components that have already proven they can survive in space. \n\nBAE’s flagship processor, the RAD750, has supported over 200 space missions, including powering NASA's Mars rovers (Perseverance, Curiosity) and the James Webb Space Telescope.\n\n2. Insane Qualification Cycles: Testing a chip for space readiness is excruciating. It involves years of subjecting processors to heavy ion accelerators and extreme thermal vacuums to meet rigorous military and space standards (like MIL-PRF-38535). New entrants cannot simply spin up a startup to compete.\n\n3. Geopolitical and Export Moats: Rad-hard manufacturing is heavily scrutinized under export controls. BAE Systems, deeply entrenched in the US and UK defense apparatus, has the trusted foundry partnerships (such as their collaboration with GlobalFoundries) and security clearances required to manufacture these chips at scale.\n\nConclusion\nThe space economy is transitioning. We are seeing a massive increase in demand for edge computing in space, satellites that can process AI, optical sensor data, and secure communications directly in orbit rather than beaming raw data back to Earth.\n\nThis requires vastly more computational power than legacy satellites. BAE's transition from the legacy RAD750 to their newer, high-performance RAD510 and RAD5545 System-on-Chips positions them perfectly.\n\nBecause foundry capacity for rad-hard wafers is structurally limited globally, BAE's existing pipeline and deep integration with foundries make them a pure bottleneck. 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{"unit_id": "orig:2018797488375791865", "ticker_idx": 0, "ts": "2026-02-03T21:23:23+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the shift toward high-margin AI and dominant market share in servers makes AMD a top contender against Nvidia. 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Investors also fretted over $440M in China export charges, viewing the outlook as conservative against high AI growth expectations.\n\nIts Data Center business is soaring, up 39% as big tech firms adopt AMD’s Instinct GPUs. Beyond the numbers, the future looks bright: AMD is launching the MI440X for enterprise AI and partnering with titans like Cisco to build massive AI infrastructure. \n\nWhile 2026 guidance suggests a slight seasonal dip, the shift toward high-margin AI and dominant market share in servers makes AMD a top contender against Nvidia. 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{"unit_id": "orig:2021333992562413660", "ticker_idx": 0, "ts": "2026-02-10T21:22:33+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cloudflare is winning the race to power the AI-driven future", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish NET: backbone of the Agentic Internet, largest deal ever, 48% RPO growth, FCF inflecting — winning the AI-infrastructure race.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$NET just surged 10% after a massive Q4 double beat. \n\nCloudflare just proved it is no longer just a security company but the backbone of the Agentic Internet. The standout highlight was the closing of their largest deal ever ($42.5M annually), signaling a successful shift toward high-value enterprise customers.\n\nThe company is capitalizing on the AI boom. As AI agents become the primary users of the web, they require the speed and security of Cloudflare’s global network. This has fueled a massive 48% jump in total backlog (RPO), suggesting that future demand is accelerating, not slowing down. \n\nWhile they are still investing heavily which is leading to a GAAP loss, their free cash flow is surging, proving the business model is becoming more efficient. \n\nIn short: Cloudflare is winning the race to power the AI-driven future.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04978621906049174, "ret_signed_m1d": -0.04978621906049174, "alpha_spy_m1d": -0.050017394633950274, "alpha_c_m1d": -0.050017394633950274, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02238533029505585, "ret_signed_p1d": -0.02238533029505585, "alpha_spy_p1d": -0.0069364705971696194, "alpha_c_p1d": -0.0069364705971696194, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": 0.010717484504768837, "ret_signed_p1w": 0.010717484504768837, "alpha_spy_p1w": 0.018911669858275526, "alpha_c_p1w": 0.018911669858275526, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.008194185353506689, "ret_p1m": 0.11984581864396637, "ret_signed_p1m": 0.11984581864396637, "alpha_spy_p1m": 0.15727577763269251, "alpha_c_p1m": 0.15727577763269251, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.03742995898872614, "ret_p3m": 0.021698962731046878, "ret_signed_p3m": 0.021698962731046878, "alpha_spy_p3m": -0.04963320003393723, "alpha_c_p3m": -0.04963320003393723, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.07133216276498411, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11984581864396637, "alpha_spy_stated": 0.15727577763269251, "alpha_c_stated": 0.15727577763269251, "price_path": [0.1119, 0.0678, 0.0376, 0.0358, 0.0105, -0.016, 0.0242, 0.0427, 0.04, 0.04, 0.057, 0.0411, 0.0626, 0.0789, 0.0778, 0.0609, 0.0868, 0.1031, 0.127, 0.0979, 0.0688, 0.0385, 0.0429, 0.0107, 0.0233, 0.0331, 0.0668, 0.0669, 0.07, 0.07, 0.0685, 0.0596, 0.0539, 0.0409, 0.0409, 0.0349, 0.0436, 0.0454, 0.0707, -0.0129, -0.035, -0.0159, -0.0037, -0.0054, -0.0278, -0.0277, -0.0277, -0.0633, -0.1026, -0.0851, -0.0843, -0.0003, 0.0873, -0.0239, -0.0476, -0.0637, -0.0369, -0.1008, -0.1189, -0.1392, -0.0855, -0.0827, -0.0498, 0.0, -0.0224, 0.034, 0.034, 0.0225, 0.0107, 0.0171, -0.0648, -0.1543, -0.1352, -0.093, -0.0779, -0.0909, -0.0443, -0.0554, -0.0186, 0.0153, 0.0305, 0.0637, 0.0955, 0.1245, 0.1198, 0.1216, 0.0946, 0.1167, 0.1904, 0.1687, 0.1373, 0.1649, 0.1253, 0.1509, 0.1094, 0.0719, 0.0276, 0.0894, 0.0846, 0.1176, 0.1176, 0.1181, 0.1419, 0.1153, 0.0192, -0.1184, -0.0285, -0.0568, 0.0038, 0.0421, 0.0611, 0.0813, 0.0964, 0.0958, 0.0823, 0.0932, 0.1212, 0.1008, 0.1191, 0.0821, 0.1483, 0.1835, 0.2905, 0.3124, 0.3557, 0.0355, 0.0217, -0.0138, 0.0169, 0.0549, 0.043, 0.0651, 0.0914, 0.1094, 0.1227, 0.1413, 0.1413, 0.1485, 0.1046, 0.2043, 0.2767, 0.4298, 0.4395, 0.4008, 0.4183, 0.3205, 0.3082, 0.2467, 0.1598, 0.2008, 0.2063, 0.2444, 0.2194, 0.1978, 0.1829, 0.1829, 0.1529, 0.1876, 0.1799, 0.1966, 0.2525, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025339668875640859", "ticker_idx": 0, "ts": "2026-02-21T22:39:40+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "compute in space is an idea whose time has come... 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In principle, you get the cooling for free\"\n\nOn the timeline: \"First demos in a year, most of compute will probably be constructed in space in 10 years, and in between those things we'll see a gradual ramp.\"\n\nOn project Suncatcher: \"Now with this project with $GOOGL we'll be doing this first tech demo of a dedicated satellite just for compute using their TPUs, the tensor processing units that they developed specially at Google.\"\n\nOn a US advantage: \"I think it's totally open to other countries. It's just a question of engineering skill, obviously, resources. 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{"unit_id": "orig:2002413844581286129", "ticker_idx": 0, "ts": "2025-12-20T16:20:38+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Don't know where $GOOGL keeps finding these gems but they are doing a fantastic job. Maybe I should just follow?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish GOOGL on its track record of highly profitable investments across private and public companies.", "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": "So $GOOGL should be up 12.400% on their SpaceX investment. \n\nIf Stripe goes public, they will be up around 895%\n\nThey are up 2.488% on their $ASTS shares\n\nTheir shares of $PL are up around 700%\n\n$ARM shares are up 60%\n\n$GOOGL made 7.000% profit on $CRWD and 2.000% on $UBER\n\nThey own 14% on Anthropic\n\nBought Android, Youtube, Deepmind. \n\nDon’t know where $GOOGL keeps finding these gems but they are doing a fantastic job. \n\nTwo of the more recent investments are $GTLB and $TEM. Maybe I should just follow?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008457560535329867, "ret_signed_m1d": -0.008457560535329867, "alpha_spy_m1d": -0.002266237812868166, "alpha_c_m1d": -0.004034390131710031, "bench_spy_m1d": -0.006191322722461701, "bench_c_m1d": -0.004423170403619836, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014752396382799793, "ret_signed_p1d": 0.014752396382799793, "alpha_spy_p1d": 0.010181994043140907, "alpha_c_p1d": 0.008494942922322224, "bench_spy_p1d": 0.0045704023396588855, "bench_c_p1d": 0.006257453460477569, "ret_p1w": 0.01220220612714451, "ret_signed_p1w": 0.01220220612714451, "alpha_spy_p1w": 0.007792453295327295, "alpha_c_p1w": 0.0016587950026512033, "bench_spy_p1w": 0.004409752831817215, "bench_c_p1w": 0.010543411124493307, "ret_p1m": 0.03944740781293543, "ret_signed_p1m": 0.03944740781293543, "alpha_spy_p1m": 0.050034058062829234, "alpha_c_p1m": 0.06679181507823817, "bench_spy_p1m": -0.010586650249893803, "bench_c_p1m": -0.02734440726530274, "ret_p3m": -0.007856535152290789, "ret_signed_p3m": -0.007856535152290789, "alpha_spy_p3m": 0.028692706251414957, "alpha_c_p3m": 0.022316651531364085, "bench_spy_p3m": -0.036549241403705746, "bench_c_p3m": -0.030173186683654873, "ret_p6m": 0.20645572086301844, "ret_signed_p6m": 0.20645572086301844, "alpha_spy_p6m": 0.10781934219859912, "alpha_c_p6m": 0.24058544939096782, "bench_spy_p6m": 0.09863637866441932, "bench_c_p6m": -0.03412972852794938, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03944740781293543, "alpha_spy_stated": 0.050034058062829234, "alpha_c_stated": 0.06679181507823817, "price_path": [-0.2027, -0.2071, -0.2047, -0.2127, -0.2158, -0.21, -0.2074, -0.2085, -0.1921, -0.2072, -0.2109, -0.2208, -0.2368, -0.2124, -0.2082, -0.1902, -0.1888, -0.1829, -0.1724, -0.192, -0.1881, -0.1836, -0.1615, -0.1313, -0.1371, -0.1142, -0.0919, -0.0929, -0.0847, -0.1047, -0.0828, -0.0814, -0.1005, -0.0641, -0.0602, -0.0751, -0.1013, -0.1083, -0.0805, -0.0829, -0.0554, -0.0662, -0.0333, 0.0277, 0.0434, 0.0322, 0.0322, 0.0329, 0.0158, 0.0188, 0.0311, 0.0246, 0.0364, 0.0127, 0.0236, 0.0337, 0.0086, -0.0016, -0.005, -0.0104, -0.0422, -0.0236, -0.0085, 0.0, 0.0148, 0.0139, 0.0139, 0.012, 0.0122, 0.0131, 0.0104, 0.0104, 0.0173, 0.0218, 0.0147, 0.0394, 0.0506, 0.0607, 0.0713, 0.0845, 0.0841, 0.0742, 0.0653, 0.0653, 0.0394, 0.06, 0.067, 0.0586, 0.0758, 0.08, 0.0847, 0.0919, 0.0911, 0.1095, 0.0966, 0.0751, 0.0693, 0.0422, 0.0469, 0.0284, 0.0038, -0.0025, -0.0131, -0.0131, -0.0251, -0.0208, -0.0224, 0.0168, 0.0055, 0.0036, 0.0101, -0.0077, 0.0064, -0.0105, -0.02, -0.0215, -0.0287, -0.0363, -0.0103, -0.0081, -0.0028, -0.0194, -0.0235, -0.0129, 0.0044, -0.006, -0.0079, -0.0277, -0.0242, -0.0618, -0.0602, -0.0925, -0.1138, -0.1165, -0.0711, -0.0393, -0.0446, -0.0446, -0.0309, -0.0133, 0.0251, 0.0288, 0.0248, 0.038, 0.0754, 0.089, 0.0855, 0.1038, 0.09, 0.0734, 0.0961, 0.0947, 0.1125, 0.1317, 0.1299, 0.1304, 0.243, 0.2459, 0.238, 0.2548, 0.2858, 0.2857, 0.2947, 0.2555, 0.2513, 0.3006, 0.2956, 0.2817, 0.2823, 0.2523, 0.2563, 0.2523, 0.2371, 0.2371, 0.2562, 0.2561, 0.2603, 0.2286, 0.2158, 0.1689, 0.1597, 0.2023, 0.1905, 0.1743, 0.1774, 0.1519, 0.1564, 0.1626, 0.1938, 0.2065]}
{"unit_id": "reply:2019168176152670244", "ticker_idx": 0, "ts": "2026-02-04T21:56:22+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Backlog for next year is worth more than the total market cap, so I still see a lot of upside for $FLNC", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long FLNC: margin pressure is temporary (one project), next-year backlog exceeds market cap implying significant upside.", "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": "@DrJebaim Margins this quarter are from one mismanaged project, so should be better next quarter. \n\nBacklog for next year is worth more than the total market cap, so I still see a lot of upside for $FLNC.", "reply_text": null, "parent_text": "@Kaizen_Investor Remains to be seen how they manage margins. Doesn't look good.\n\nBacklog is amazing in any case.", "quoted_text": null, "parent_author": "TheBigBerbowski", "ret_m1d": 0.5298152297605154, "ret_signed_m1d": 0.5298152297605154, "alpha_spy_m1d": 0.5171679907394786, "alpha_c_m1d": 0.5171679907394786, "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": 0.025857506669680896, "ret_signed_p1d": 0.025857506669680896, "alpha_spy_p1d": 0.006672720192860915, "alpha_c_p1d": 0.006672720192860915, "bench_spy_p1d": 0.01918478647681998, "bench_c_p1d": 0.01918478647681998, "ret_p1w": -0.07968338617879878, "ret_signed_p1w": -0.07968338617879878, "alpha_spy_p1w": -0.08506993337542357, "alpha_c_p1w": -0.08506993337542357, "bench_spy_p1w": 0.005386547196624791, "bench_c_p1w": 0.005386547196624791, "ret_p1m": -0.22005281594096504, "ret_signed_p1m": -0.22005281594096504, "alpha_spy_p1m": -0.21231989798552398, "alpha_c_p1m": -0.21231989798552398, "bench_spy_p1m": -0.007732917955441065, "bench_c_p1m": -0.007732917955441065, "ret_p3m": -0.3303430570197573, "ret_signed_p3m": -0.3303430570197573, "alpha_spy_p3m": -0.4013661387810711, "alpha_c_p3m": -0.4013661387810711, "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": 63, "stated_label": "p3m", "ret_signed_stated": -0.3303430570197573, "alpha_spy_stated": -0.4013661387810711, "alpha_c_stated": -0.4013661387810711, "price_path": [0.1499, 0.0939, 0.0137, -0.1425, -0.0549, -0.0908, -0.1018, -0.1129, -0.1815, -0.1873, -0.1662, -0.115, 0.0021, 0.0021, 0.0364, 0.0232, 0.0533, 0.0475, 0.2317, 0.2644, 0.2063, 0.2633, 0.2565, 0.3609, 0.171, 0.1356, 0.1245, -0.0201, 0.019, 0.0533, 0.0792, 0.038, 0.0464, 0.0464, 0.0665, 0.0538, 0.048, 0.0438, 0.0438, 0.2142, 0.1741, 0.152, 0.085, 0.1177, 0.2243, 0.2285, 0.257, 0.1953, 0.3456, 0.429, 0.429, 0.3462, 0.39, 0.4391, 0.4216, 0.4311, 0.5008, 0.6354, 0.666, 0.6237, 0.6301, 0.7008, 0.5298, 0.0, 0.0259, 0.0237, 0.0021, -0.0755, -0.0797, -0.0259, -0.0259, -0.0617, -0.0802, -0.1261, -0.1266, -0.152, -0.1298, -0.1383, -0.1451, -0.1799, -0.2021, -0.2127, -0.1662, -0.1683, -0.2201, -0.1715, -0.1092, -0.0971, -0.1335, -0.1356, -0.1145, -0.1293, -0.1562, -0.1541, -0.2016, -0.1894, -0.1478, -0.1372, -0.2106, -0.2533, -0.314, -0.2739, -0.3129, -0.2982, -0.2982, -0.3034, -0.3008, -0.3077, -0.2844, -0.2728, -0.2797, -0.219, -0.1974, -0.2095, -0.2858, -0.3335, -0.3261, -0.2876, -0.2865, -0.2939, -0.295, -0.3483, -0.3757, -0.3573, -0.3567, -0.3493, -0.3303, -0.2844, 0.0011, 0.2749, 0.3314, 0.123, 0.1662, 0.105, 0.096, 0.0311, -0.0549, -0.0005, 0.0654, 0.134, 0.134, 0.1256, 0.1198, 0.1272, -0.0037, 0.4327, 0.4728, 0.3113, 0.4327, 0.209, 0.2702, 0.238, 0.1409, 0.2813, 0.2512, 0.276, 0.2623, 0.2359, 0.3087, 0.3087, 0.3293, 0.1193, 0.0422, 0.0227, 0.0169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1974079247238246896", "ticker_idx": 0, "ts": "2025-10-03T11:49:03+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the best companies in the cybersecurity wave. $CRWD", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CRWD; calls it one of the best companies in the cybersecurity wave.", "resolved_tickers": ["CRWD"], "resolution_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 best companies in the cybersecurity wave. $CRWD", "reply_text": null, "parent_text": null, "quoted_text": "$CRWD | 𝐂𝐫𝐨𝐰𝐝𝐒𝐭𝐫𝐢𝐤𝐞: TD Cowen reiterates 𝐁𝐮𝐲, 𝐏𝐓 𝐫𝐚𝐢𝐬𝐞𝐝 𝐭𝐨 $𝟓𝟖𝟎 (from $500)\n\nAnalyst sees pipeline strength, acquisitions &amp; partner leverage driving growth. https://t.co/rjnbFIUSeQ", "parent_author": null, "ret_m1d": 0.014125873359153829, "ret_signed_m1d": 0.014125873359153829, "alpha_spy_m1d": 0.01411106773356785, "alpha_c_m1d": 0.01411106773356785, "bench_spy_m1d": 1.4805625585978532e-05, "bench_c_m1d": 1.4805625585978532e-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": 0.012390804408664913, "ret_signed_p1d": 0.012390804408664913, "alpha_spy_p1d": 0.008804532442197255, "alpha_c_p1d": 0.008804532442197255, "bench_spy_p1d": 0.003586271966467658, "bench_c_p1d": 0.003586271966467658, "ret_p1w": 0.0077161728211403435, "ret_signed_p1w": 0.0077161728211403435, "alpha_spy_p1w": 0.03190893287022878, "alpha_c_p1w": 0.03190893287022878, "bench_spy_p1w": -0.024192760049088435, "bench_c_p1w": -0.024192760049088435, "ret_p1m": 0.12664321345833396, "ret_signed_p1m": 0.12664321345833396, "alpha_spy_p1m": 0.10552873608542201, "alpha_c_p1m": 0.10552873608542201, "bench_spy_p1m": 0.021114477372911944, "bench_c_p1m": 0.021114477372911944, "ret_p3m": -0.043112588606754376, "ret_signed_p3m": -0.043112588606754376, "alpha_spy_p3m": -0.06511613919808268, "alpha_c_p3m": -0.06511613919808268, "bench_spy_p3m": 0.022003550591328302, "bench_c_p3m": 0.022003550591328302, "ret_p6m": -0.22417736227158225, "ret_signed_p6m": -0.22417736227158225, "alpha_spy_p6m": -0.1739067457828053, "alpha_c_p6m": -0.1739067457828053, "bench_spy_p6m": -0.050270616488776954, "bench_c_p6m": -0.050270616488776954, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12664321345833396, "alpha_spy_stated": 0.10552873608542201, "alpha_c_stated": 0.10552873608542201, "price_path": [0.0364, 0.0482, -0.0057, -0.0233, -0.028, -0.0339, -0.0397, -0.0409, -0.0284, -0.0169, -0.0381, -0.0579, -0.0569, -0.0448, -0.0361, -0.0497, -0.0546, -0.0721, -0.0882, -0.0715, -0.0982, -0.078, -0.1324, -0.1335, -0.1295, -0.1104, -0.1179, -0.1327, -0.1265, -0.1297, -0.1455, -0.1443, -0.1548, -0.1415, -0.145, -0.1475, -0.1373, -0.0977, -0.1351, -0.1351, -0.1559, -0.1565, -0.158, -0.1475, -0.1262, -0.1355, -0.1327, -0.1153, -0.1098, -0.0921, -0.0917, -0.0906, 0.026, 0.0259, 0.0067, -0.0118, -0.0277, -0.0343, -0.0173, -0.0029, 0.001, 0.0206, 0.0141, 0.0, 0.0124, -0.0107, 0.041, 0.0393, 0.0077, 0.0382, -0.0019, -0.0018, -0.0156, -0.0107, 0.028, 0.0287, 0.0209, 0.0655, 0.0764, 0.0813, 0.1165, 0.1135, 0.0996, 0.1085, 0.1266, 0.0899, 0.0903, 0.087, 0.1019, 0.1381, 0.1365, 0.1143, 0.0814, 0.0973, 0.0814, 0.0486, 0.0627, 0.0233, 0.0016, 0.0346, 0.0458, 0.0238, 0.0238, 0.0394, 0.0291, 0.0544, 0.07, 0.0474, 0.0452, 0.0517, 0.0574, 0.0605, 0.0567, 0.0304, -0.0049, -0.0028, -0.0405, -0.0258, -0.0176, -0.0138, -0.0225, -0.0261, -0.0261, -0.0177, -0.0285, -0.0291, -0.0431, -0.0431, -0.0741, -0.068, -0.0644, -0.0224, -0.0531, -0.0393, -0.0467, -0.0446, -0.0596, -0.0712, -0.0735, -0.0735, -0.0962, -0.0898, -0.0737, -0.0763, -0.044, -0.027, -0.0422, -0.0924, -0.099, -0.1042, -0.1391, -0.1521, -0.2301, -0.1927, -0.1671, -0.1561, -0.1512, -0.1599, -0.123, -0.123, -0.1543, -0.1513, -0.1383, -0.2067, -0.2849, -0.285, -0.2584, -0.2221, -0.2407, -0.2144, -0.201, -0.1678, -0.1301, -0.1243, -0.1138, -0.1093, -0.0977, -0.0987, -0.0982, -0.1348, -0.1157, -0.1104, -0.1259, -0.1651, -0.1563, -0.1978, -0.2123, -0.1985, -0.2456, -0.2242]}
{"unit_id": "reply:1995794627325030494", "ticker_idx": 0, "ts": "2025-12-02T09:58:13+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Pairing raw compute with dynamic orchestration creates a powerhouse for scalable AI. Smart move from $NBIS.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on NBIS; views the AI infrastructure partnership as a smart, value-creating move.", "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": "@genZinvest0r Pairing raw compute with dynamic orchestration creates a powerhouse for scalable AI. Smart move from $NBIS.", "reply_text": null, "parent_text": "$NBIS announces a strategic partnership with https://t.co/CgY0BMXA5M!\n\nTogether they will deliver unified, production-grade AI development infrastructure to power the next generation of intelligent, scalable workloads. The two form a unified stack where developers can build https://t.co/PJxxLqupyK", "quoted_text": null, "parent_author": "genZinvest0r", "ret_m1d": 0.03836189419085456, "ret_signed_m1d": 0.03836189419085456, "alpha_spy_m1d": 0.04021083677376491, "alpha_c_m1d": 0.04165969338874931, "bench_spy_m1d": -0.0018489425829103512, "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": 0.026476996840730904, "bench_spy_p1d": 0.003462749080359595, "bench_c_p1d": -0.0008678594757126623, "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": -0.1570572114868537, "bench_spy_p1m": 0.00352875694459609, "bench_c_p1m": 0.02491625222869187, "ret_p3m": -0.05453597380265962, "ret_signed_p3m": -0.05453597380265962, "alpha_spy_p3m": -0.06405419946792579, "alpha_c_p3m": -0.08232538205544881, "bench_spy_p3m": 0.009518225665266167, "bench_c_p3m": 0.027789408252789194, "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": -0.1570572114868537, "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:2026770453646233656", "ticker_idx": 0, "ts": "2026-02-25T21:25:06+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "becoming the first quantum company to smash the hundred-million-dollar revenue ceiling, driven by massive commercial demand", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long IONQ: first $100M+ quantum revenue, US foundry supply-chain moat, global expansion, and full-stack evolution backed by multi-billion war chest.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$IONQ double beat and 5% post-earnings pop confirm that quantum is transitioning from a science experiment to a commercial reality.\n\nFirst, they hit a historic milestone: becoming the first quantum company to smash the hundred-million-dollar revenue ceiling, driven by massive commercial demand.\n\nSecond, their U.S. foundry acquisition creates a powerful supply chain moat, cementing them as a trusted government partner. \n\nThird, their global footprint is expanding rapidly via major international deployments. \n\nFinally, they are evolving into a complete full-stack provider across computing, networking, and sensing, all backed by a massive multi-billion-dollar war chest.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1783268279122735, "ret_signed_m1d": -0.1783268279122735, "alpha_spy_m1d": -0.18391229767933603, "alpha_c_m1d": -0.19251018418252375, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.014183356270250247, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06139926787301797, "ret_signed_p1d": -0.06139926787301797, "alpha_spy_p1d": -0.05659732701440667, "alpha_c_p1d": -0.04544300562828951, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.01595626224472846, "ret_p1w": -0.1188845519415157, "ret_signed_p1w": -0.1188845519415157, "alpha_spy_p1w": -0.1072931844325421, "alpha_c_p1w": -0.11299840430977814, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.005886147631737559, "ret_p1m": -0.32705480650443197, "ret_signed_p1m": -0.32705480650443197, "alpha_spy_p1m": -0.24947137985887657, "alpha_c_p1m": -0.24955351918421342, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.07750128732021855, "ret_p3m": 0.5562621641295851, "ret_signed_p3m": 0.5562621641295851, "alpha_spy_p3m": 0.46437190197320355, "alpha_c_p3m": 0.2416731026687362, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.31458906146084886, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.32705480650443197, "alpha_spy_stated": -0.24947137985887657, "alpha_c_stated": -0.24955351918421342, "price_path": [0.1526, 0.148, 0.1901, 0.3395, 0.2889, 0.3297, 0.3317, 0.2639, 0.2855, 0.2317, 0.127, 0.215, 0.1216, 0.136, 0.1859, 0.3175, 0.2571, 0.2187, 0.2187, 0.1252, 0.1069, 0.1084, 0.0976, 0.0976, 0.1441, 0.1915, 0.2417, 0.2177, 0.2341, 0.2096, 0.2463, 0.1972, 0.2446, 0.1634, 0.2427, 0.2427, 0.2392, 0.1822, 0.2067, 0.1558, 0.0609, 0.1128, 0.1204, 0.0577, -0.022, -0.0568, -0.059, -0.1355, -0.2556, -0.1441, -0.1321, -0.1392, -0.1778, -0.2343, -0.1656, -0.1656, -0.1884, -0.1844, -0.1822, -0.2197, -0.2471, -0.2265, -0.1783, 0.0, -0.0614, -0.0621, -0.0937, -0.0917, -0.1189, -0.126, -0.1226, -0.1409, -0.1617, -0.192, -0.1932, -0.1857, -0.1852, -0.2079, -0.2197, -0.2368, -0.1901, -0.2001, -0.2182, -0.2701, -0.3271, -0.3496, -0.2948, -0.3202, -0.2833, -0.2833, -0.2847, -0.3031, -0.2909, -0.3131, -0.2957, -0.272, -0.1252, 0.058, 0.093, 0.1274, 0.182, 0.1321, 0.1585, 0.0673, 0.0443, 0.0724, 0.0538, 0.0301, 0.1037, 0.1301, 0.1191, 0.1742, 0.286, 0.1663, 0.2045, 0.3916, 0.3667, 0.3518, 0.4058, 0.2708, 0.2062, 0.1849, 0.2835, 0.4406, 0.5568, 0.5568, 0.5563, 0.5998, 0.7158, 0.763, 0.6947, 0.7466, 0.669, 0.6062, 0.3889, 0.5362, 0.3867, 0.3853, 0.4185, 0.4151, 0.4966, 0.3713, 0.3378, 0.3833, 0.3833, 0.4266, 0.4151, 0.3112, 0.2368, 0.2062, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2021331329699250393", "ticker_idx": 0, "ts": "2026-02-10T21:11:58+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They are shifting from a business that relies on risky trading to one built on steady, recurring fees", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish HOOD: fee-based recurring revenue model emerging via retirement assets, Gold subs, margin lending, and global expansion despite Q4 revenue miss.", "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 down 8% after missing revenue estimates in Q4. They reported a record yearly revenue, and are keeping customers' money for the long haul.\n\nBy doubling their retirement assets and growing Gold subscribers to 4.2 million, they are shifting from a business that relies on risky trading to one built on steady, recurring fees. \n\nThey are also winning over serious investors, evidenced by a massive jump in their margin lending and the successful launch of prediction markets. While crypto trading slowed down, new international expansions and the acquisition of Bitstamp are helping them go global.", "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": "reply:1973084171376459822", "ticker_idx": 0, "ts": "2025-09-30T17:54:59+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I have to guess who stays for the next decade, I'll go for $NVDA, $GOOGL, and $MSFT", "tweet_type": "prediction", "timeline": "years", "summary": "Author picks NVDA, GOOGL, and MSFT as the companies that remain among the largest by market cap over the next decade.", "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": "@dividendology Interesting chart. There are 4 to 5 changes on average per decade, if I’m correct. If I have to guess who stays for the next decade, I’ll go for $NVDA, $GOOGL, and $MSFT.", "reply_text": null, "parent_text": "Largest U.S. companies by market cap each decade:\n\n$NVDA became the 1st company to reach a $4 trillion market cap this year. https://t.co/mNXExVFj2b", "quoted_text": null, "parent_author": "dividendology", "ret_m1d": -0.025350939979271403, "ret_signed_m1d": -0.025350939979271403, "alpha_spy_m1d": -0.021598241020776343, "alpha_c_m1d": -0.014013813815296539, "bench_spy_m1d": -0.00375269895849506, "bench_c_m1d": -0.011337126163974864, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003537466147390589, "ret_signed_p1d": 0.003537466147390589, "alpha_spy_p1d": 0.00012998630141547451, "alpha_c_p1d": -0.018922453385418425, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": 0.022459919532809014, "ret_p1w": -0.008253842019873558, "ret_signed_p1w": -0.008253842019873558, "alpha_spy_p1w": -0.012667048512357781, "alpha_c_p1w": -0.04100914591235416, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.0327553038924806, "ret_p1m": 0.10965809325170195, "ret_signed_p1m": 0.10965809325170195, "alpha_spy_p1m": 0.07781978253990496, "alpha_c_p1m": -0.01980022821203442, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.12945832146373637, "ret_p3m": 0.02122741722963828, "ret_signed_p3m": 0.02122741722963828, "alpha_spy_p3m": -0.018055968123667165, "alpha_c_p3m": -0.10329280795393059, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.12452022518356887, "ret_p6m": -0.04223595374140676, "ret_signed_p6m": -0.04223595374140676, "alpha_spy_p6m": -0.03379965590553424, "alpha_c_p6m": -0.2686779421081542, "bench_spy_p6m": -0.00843629783587252, "bench_c_p6m": 0.22644198836674745, "ret_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": [-0.146, -0.146, -0.1519, -0.1425, -0.1271, -0.1205, -0.1161, -0.1207, -0.0852, -0.0816, -0.0728, -0.076, -0.0815, -0.1048, -0.0847, -0.0689, -0.0702, -0.0527, -0.0594, -0.0392, -0.0467, -0.069, -0.0353, -0.0446, -0.0384, -0.0312, -0.0209, -0.0243, -0.0184, -0.0268, -0.0245, -0.0329, -0.0245, -0.0587, -0.06, -0.0622, -0.0461, -0.0363, -0.0258, -0.0267, -0.0344, -0.0665, -0.0665, -0.0847, -0.0856, -0.08, -0.1049, -0.098, -0.0848, -0.0496, -0.0504, -0.047, -0.0473, -0.0627, -0.0873, -0.0554, -0.0531, -0.0159, -0.0437, -0.0515, -0.0476, -0.045, -0.0254, 0.0, 0.0035, 0.0124, 0.0056, -0.0056, -0.0083, 0.0136, 0.0321, -0.0183, 0.0093, -0.0351, -0.0362, -0.0256, -0.018, -0.0211, -0.029, -0.0338, -0.0237, -0.0017, 0.0263, 0.0774, 0.1097, 0.0874, 0.0853, 0.1088, 0.0649, 0.0463, 0.008, 0.0084, 0.0668, 0.0353, 0.0387, 0.0015, 0.0192, 0.0001, -0.028, -0.0003, -0.0318, -0.0413, -0.0216, -0.047, -0.0339, -0.0339, -0.0513, -0.0357, -0.0274, -0.0375, -0.0171, -0.0223, -0.0055, -0.0086, -0.015, -0.0302, -0.0619, -0.0551, -0.0474, -0.0838, -0.0666, -0.0299, -0.0154, 0.0142, 0.0109, 0.0109, 0.0212, 0.0088, 0.0052, -0.0004, -0.0004, 0.0122, 0.0083, 0.0036, 0.0136, -0.0082, -0.0092, -0.0087, -0.0041, -0.0184, 0.0026, -0.0018, -0.0018, -0.0456, -0.0174, -0.0093, 0.0059, -0.0005, 0.0105, 0.0265, 0.0318, 0.0244, -0.0051, -0.0334, -0.0664, -0.0787, -0.0062, 0.0186, 0.0106, 0.0187, 0.002, -0.0202, -0.0202, -0.0086, 0.0076, 0.0071, 0.0174, 0.0267, 0.0337, 0.0482, -0.009, -0.0503, -0.0219, -0.0349, -0.0189, -0.0173, -0.0469, -0.021, -0.0096, -0.0028, -0.0183, -0.0338, -0.0179, -0.0248, -0.033, -0.0429, -0.0743, -0.0585, -0.0609, -0.0422]}
{"unit_id": "reply:1973084171376459822", "ticker_idx": 1, "ts": "2025-09-30T17:54:59+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I have to guess who stays for the next decade, I'll go for $NVDA, $GOOGL, and $MSFT", "tweet_type": "prediction", "timeline": "years", "summary": "Author picks NVDA, GOOGL, and MSFT as the companies that remain among the largest by market cap over the next decade.", "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": "@dividendology Interesting chart. There are 4 to 5 changes on average per decade, if I’m correct. If I have to guess who stays for the next decade, I’ll go for $NVDA, $GOOGL, and $MSFT.", "reply_text": null, "parent_text": "Largest U.S. companies by market cap each decade:\n\n$NVDA became the 1st company to reach a $4 trillion market cap this year. https://t.co/mNXExVFj2b", "quoted_text": null, "parent_author": "dividendology", "ret_m1d": 0.003907754700723354, "ret_signed_m1d": 0.003907754700723354, "alpha_spy_m1d": 0.007660453659218414, "alpha_c_m1d": 0.002387111749912574, "bench_spy_m1d": -0.00375269895849506, "bench_c_m1d": 0.00152064295081078, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00740426941193939, "ret_signed_p1d": 0.00740426941193939, "alpha_spy_p1d": 0.003996789565964276, "alpha_c_p1d": 0.0214281211528613, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": -0.014023851740921911, "ret_p1w": 0.010941914411140896, "ret_signed_p1w": 0.010941914411140896, "alpha_spy_p1w": 0.006528707918656673, "alpha_c_p1w": 0.030457016552937977, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": -0.01951510214179708, "ret_p1m": 0.12945292754887183, "ret_signed_p1m": 0.12945292754887183, "alpha_spy_p1m": 0.09761461683707484, "alpha_c_p1m": 0.1470249028166526, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": -0.01757197526778076, "ret_p3m": 0.2904773761090005, "ret_signed_p3m": 0.2904773761090005, "alpha_spy_p3m": 0.25119399075569504, "alpha_c_p3m": 0.29063014931337394, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": -0.00015277320437345754, "ret_p6m": 0.1983759699499852, "ret_signed_p6m": 0.1983759699499852, "alpha_spy_p6m": 0.2068122677858577, "alpha_c_p6m": 0.25085932147540513, "bench_spy_p6m": -0.00843629783587252, "bench_c_p6m": -0.05248335152541994, "ret_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": [-0.2622, -0.2622, -0.2734, -0.2834, -0.2741, -0.27, -0.2594, -0.2538, -0.252, -0.248, -0.2455, -0.2394, -0.2187, -0.2136, -0.2182, -0.2102, -0.2061, -0.2085, -0.1955, -0.1923, -0.2113, -0.2227, -0.1984, -0.1999, -0.1941, -0.1923, -0.1722, -0.1739, -0.1643, -0.17, -0.1659, -0.162, -0.1636, -0.1716, -0.1808, -0.1791, -0.153, -0.1431, -0.1487, -0.1473, -0.1302, -0.125, -0.125, -0.1314, -0.052, -0.0453, -0.0342, -0.0373, -0.0143, -0.0162, -0.0112, -0.0095, 0.035, 0.0332, 0.0264, 0.0367, 0.0478, 0.0388, 0.0352, 0.0166, 0.0111, 0.0142, 0.0039, 0.0, 0.0074, 0.0107, 0.0093, 0.0302, 0.0109, 0.0063, -0.0065, -0.0269, 0.0043, 0.0097, 0.0326, 0.0344, 0.042, 0.0553, 0.0303, 0.0353, 0.0411, 0.0692, 0.1077, 0.1002, 0.1295, 0.1579, 0.1567, 0.1671, 0.1417, 0.1695, 0.1713, 0.147, 0.1933, 0.1983, 0.1794, 0.1459, 0.137, 0.1724, 0.1694, 0.2045, 0.1907, 0.2327, 0.3105, 0.3305, 0.3161, 0.3161, 0.3171, 0.2953, 0.2991, 0.3148, 0.3065, 0.3216, 0.2913, 0.3052, 0.3181, 0.286, 0.2731, 0.2687, 0.2619, 0.2214, 0.245, 0.2643, 0.2751, 0.2939, 0.2929, 0.2929, 0.2905, 0.2907, 0.2919, 0.2884, 0.2884, 0.2972, 0.3029, 0.2939, 0.3253, 0.3396, 0.3525, 0.366, 0.3829, 0.3824, 0.3698, 0.3584, 0.3584, 0.3254, 0.3517, 0.3606, 0.3498, 0.3718, 0.3771, 0.3831, 0.3923, 0.3913, 0.4147, 0.3983, 0.3709, 0.3635, 0.329, 0.335, 0.3113, 0.28, 0.2719, 0.2584, 0.2584, 0.2432, 0.2486, 0.2466, 0.2965, 0.2822, 0.2797, 0.288, 0.2652, 0.2833, 0.2617, 0.2496, 0.2478, 0.2385, 0.2288, 0.2619, 0.2647, 0.2716, 0.2504, 0.2451, 0.2586, 0.2807, 0.2674, 0.2651, 0.2399, 0.2442, 0.1964, 0.1984]}
{"unit_id": "reply:1973084171376459822", "ticker_idx": 2, "ts": "2025-09-30T17:54:59+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I have to guess who stays for the next decade, I'll go for $NVDA, $GOOGL, and $MSFT", "tweet_type": "prediction", "timeline": "years", "summary": "Author picks NVDA, GOOGL, and MSFT as the companies that remain among the largest by market cap over the next decade.", "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": "@dividendology Interesting chart. There are 4 to 5 changes on average per decade, if I’m correct. If I have to guess who stays for the next decade, I’ll go for $NVDA, $GOOGL, and $MSFT.", "reply_text": null, "parent_text": "Largest U.S. companies by market cap each decade:\n\n$NVDA became the 1st company to reach a $4 trillion market cap this year. https://t.co/mNXExVFj2b", "quoted_text": null, "parent_author": "dividendology", "ret_m1d": -0.006467926533974322, "ret_signed_m1d": -0.006467926533974322, "alpha_spy_m1d": -0.002715227575479262, "alpha_c_m1d": -0.002715227575479262, "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": 0.0033980865173817154, "ret_signed_p1d": 0.0033980865173817154, "alpha_spy_p1d": -9.39332859339892e-06, "alpha_c_p1d": -9.39332859339892e-06, "bench_spy_p1d": 0.0034074798459751143, "bench_c_p1d": 0.0034074798459751143, "ret_p1w": 0.011641959437128424, "ret_signed_p1w": 0.011641959437128424, "alpha_spy_p1w": 0.007228752944644201, "alpha_c_p1w": 0.007228752944644201, "bench_spy_p1w": 0.004413206492484223, "bench_c_p1w": 0.004413206492484223, "ret_p1m": 0.04556424304613693, "ret_signed_p1m": 0.04556424304613693, "alpha_spy_p1m": 0.01372593233433994, "alpha_c_p1m": 0.01372593233433994, "bench_spy_p1m": 0.03183831071179699, "bench_c_p1m": 0.03183831071179699, "ret_p3m": -0.05662169128298011, "ret_signed_p3m": -0.05662169128298011, "alpha_spy_p3m": -0.09590507663628556, "alpha_c_p3m": -0.09590507663628556, "bench_spy_p3m": 0.039283385353305444, "bench_c_p3m": 0.039283385353305444, "ret_p6m": -0.28065852556842197, "ret_signed_p6m": -0.28065852556842197, "alpha_spy_p6m": -0.27222222773254945, "alpha_c_p6m": -0.27222222773254945, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0385, -0.0385, -0.0406, -0.0428, -0.0295, -0.0334, -0.0298, -0.0304, -0.025, -0.0254, -0.0137, -0.0169, -0.0168, -0.0261, -0.0249, -0.0153, -0.0098, -0.0121, -0.012, -0.0107, 0.0283, 0.0102, 0.0325, 0.0172, 0.0118, 0.0039, 0.0062, 0.0057, 0.0201, 0.0034, 0.0071, 0.0026, -0.0033, -0.0174, -0.0252, -0.0265, -0.0207, -0.0264, -0.0307, -0.0216, -0.016, -0.0217, -0.0217, -0.0248, -0.0243, -0.0193, -0.0443, -0.0381, -0.0377, -0.0339, -0.0327, -0.0155, -0.005, -0.0172, -0.0153, -0.0183, -0.0, -0.0068, -0.0168, -0.0151, -0.0211, -0.0125, -0.0065, 0.0, 0.0034, -0.0043, -0.0012, 0.0205, 0.0116, 0.0133, 0.0086, -0.0135, -0.0075, -0.0085, -0.0087, -0.0122, -0.0084, -0.0022, -0.0006, 0.005, 0.005, 0.0109, 0.0262, 0.0466, 0.0456, 0.0151, -0.0003, -0.0018, -0.007, -0.0208, -0.0403, -0.0408, -0.0231, -0.0179, -0.0131, -0.0283, -0.015, -0.0202, -0.0466, -0.0595, -0.0746, -0.0868, -0.0831, -0.0774, -0.0609, -0.0609, -0.0483, -0.0585, -0.0522, -0.0759, -0.0699, -0.0654, -0.0502, -0.0483, -0.0743, -0.0648, -0.0744, -0.0816, -0.0785, -0.079, -0.0638, -0.0601, -0.062, -0.0583, -0.056, -0.056, -0.0566, -0.0578, -0.0571, -0.0645, -0.0645, -0.0852, -0.0854, -0.0744, -0.0648, -0.0752, -0.0729, -0.077, -0.0896, -0.1114, -0.1167, -0.1105, -0.1105, -0.1208, -0.141, -0.1274, -0.0987, -0.0903, -0.0704, -0.0684, -0.1615, -0.1677, -0.1811, -0.2046, -0.1988, -0.2385, -0.2241, -0.2, -0.2006, -0.2178, -0.2227, -0.2237, -0.2237, -0.2324, -0.2271, -0.2275, -0.2299, -0.2546, -0.2458, -0.2234, -0.2212, -0.2386, -0.2273, -0.2169, -0.2144, -0.2038, -0.2071, -0.2063, -0.2133, -0.2151, -0.2209, -0.2331, -0.2246, -0.2257, -0.2404, -0.2458, -0.2597, -0.2575, -0.2774, -0.2807]}
{"unit_id": "orig:2016622787201253773", "ticker_idx": 0, "ts": "2026-01-28T21:21:54+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The core business is stronger than ever, with revenue jumping 24%... Meta is using its powerful ad engine to finance an unprecedented AI arms race, prioritizing long-term dominance over short-term profit protection", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish META post-Q4 beat: core ad business stronger than ever, massive AI infrastructure bet positions for long-term dominance.", "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 surges 4% after a strong Q4 double beat. \n\n$META is aggressively betting its record profits on a future defined by AI superintelligence. The core business is stronger than ever, with revenue jumping 24% thanks to a healthy mix of people seeing more ads (+18%) and advertisers paying more for them (+6%).\n\nHowever, the headline shocker is the spending forecast: Meta plans to pour a massive $115–135 billion into infrastructure in 2026. This intense investment drove costs up 40%, causing profit margins to dip to 41% despite the sales boom. \n\nWhile the Metaverse division continues to lose money, the bleed has stabilized. 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{"unit_id": "orig:2016624296026878347", "ticker_idx": 0, "ts": "2026-01-28T21:27:53+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Lam Research delivered a resilient quarter that points to an upcoming recovery", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish LRCX: Q4 double beat, strong $5.7B guidance, AI-driven demand recovery, and $1.7B returned to shareholders signals robust 2026.", "resolved_tickers": ["LRCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "$LRCX just reported a Q4 double beat. The stock is up 1% as a result. \n\nLam Research delivered a resilient quarter that points to an upcoming recovery. While current revenue remained flat at $5.34 billion, the company provided a strong outlook, forecasting sales to rise to $5.7 billion next quarter. \n\nA crucial shift is happening in their market mix: reliance on China has stabilized at 35%, while their service and support business surged, helping offset a temporary decline in new equipment sales.\n\nThe driving force remains Artificial Intelligence. Management emphasized that AI is fueling demand for complex 3D chips, prompting faster production ramps. Despite slightly tighter profit margins, the company showed immense confidence by returning over $1.7 billion to investors via buybacks and dividends, signaling they expect a robust 2026.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03461332354596647, "ret_signed_m1d": -0.03461332354596647, "alpha_spy_m1d": -0.0366016462830161, "alpha_c_m1d": -0.03248172708525132, "bench_spy_m1d": 0.0019883227370496304, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05927381655746744, "ret_signed_p1d": -0.05927381655746744, "alpha_spy_p1d": -0.056291244042700694, "alpha_c_p1d": -0.025598787987438087, "bench_spy_p1d": -0.002982572514766746, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.14046824246476552, "ret_signed_p1w": -0.14046824246476552, "alpha_spy_p1w": -0.11680967735126269, "alpha_c_p1w": -0.05316707689527811, "bench_spy_p1w": -0.02365856511350284, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.057541191428341354, "ret_signed_p1m": -0.057541191428341354, "alpha_spy_p1m": -0.045942435840769846, "alpha_c_p1m": -0.03083589781395768, "bench_spy_p1m": -0.011598755587571508, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.01354313337794566, "ret_signed_p3m": 0.01354313337794566, "alpha_spy_p3m": -0.014688131984809116, "alpha_c_p3m": -0.1629514162973591, "bench_spy_p3m": 0.028231265362754776, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.01354313337794566, "alpha_spy_stated": -0.014688131984809116, "alpha_c_stated": -0.1629514162973591, "price_path": [-0.3514, -0.3733, -0.336, -0.3475, -0.359, -0.3307, -0.3596, -0.3506, -0.3832, -0.4036, -0.4068, -0.4238, -0.4014, -0.4384, -0.4261, -0.395, -0.3888, -0.3759, -0.3759, -0.3724, -0.3773, -0.3636, -0.3563, -0.367, -0.3605, -0.3442, -0.3319, -0.322, -0.3202, -0.3532, -0.338, -0.3421, -0.3755, -0.3363, -0.3058, -0.2938, -0.2942, -0.2854, -0.2854, -0.2825, -0.2913, -0.2998, -0.3102, -0.3102, -0.2543, -0.2152, -0.1661, -0.1817, -0.1902, -0.1201, -0.1119, -0.1362, -0.1587, -0.1237, -0.1016, -0.1016, -0.1038, -0.0797, -0.1107, -0.1218, -0.1019, -0.0391, -0.0346, 0.0, -0.0593, -0.043, -0.0728, -0.1547, -0.1405, -0.0691, -0.0761, -0.0869, -0.0526, -0.068, -0.0509, -0.0509, -0.0507, -0.0326, -0.0434, -0.0131, -0.0238, -0.0158, 0.0053, -0.0367, -0.0575, -0.0692, -0.1245, -0.1004, -0.1339, -0.1958, -0.1482, -0.1317, -0.117, -0.1548, -0.1439, -0.1149, -0.0863, -0.0934, -0.056, -0.0787, -0.0588, -0.0364, -0.0582, -0.1463, -0.1471, -0.1934, -0.138, -0.1043, -0.1187, -0.1187, -0.1098, -0.0949, -0.0056, 0.0439, 0.0637, 0.0785, 0.099, 0.0697, 0.0528, 0.0796, 0.0617, 0.0423, 0.0713, 0.0431, 0.0803, 0.0468, 0.0135, 0.0035, 0.0403, 0.0357, 0.0432, 0.1127, 0.1989, 0.1559, 0.1863, 0.1944, 0.1669, 0.1919, 0.2069, 0.1487, 0.1214, 0.1029, 0.1784, 0.2193, 0.2319, 0.2319, 0.3018, 0.2867, 0.2829, 0.2836, 0.2794, 0.3491, 0.3866, 0.3572, 0.2235, 0.3089, 0.3199, 0.2982, 0.4625, 0.4798, 0.569, 0.49, 0.5106, 0.5706, 0.5706, 0.6534, 0.4991, 0.5131, 0.6222, 0.5304, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024093645209546951", "ticker_idx": 0, "ts": "2026-02-18T12:08:25+00:00", "symbol": "ADI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this isn't just a recovery, it's an acceleration into a new growth phase with elite 45% margins", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long ADI: beat-and-raise quarter, record Data Center orders, $3.5B guidance declares cycle over, 11% dividend hike, 45% margins signal new growth phase.", "resolved_tickers": ["ADI"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$ADI delivered a textbook beat and raise quarter, justifying the 4% rally. \n\nRevenue hit $3.16 billion, driven by a sharp rebound in Industrial and Communications. Crucially, they silenced AI doubters with record Data Center orders, proving they are finally capturing the AI power wave.\n\nThe real catalyst is the guidance: forecasting a record $3.5 billion for next quarter effectively declares the cyclical downturn over. Management underscored this confidence with an 11% dividend hike. \n\nThe market is buying the stock because this isn't just a recovery, it's an acceleration into a new growth phase with elite 45% margins.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02557952227310667, "ret_signed_m1d": -0.02557952227310667, "alpha_spy_m1d": -0.020567066011286994, "alpha_c_m1d": -0.013362874166276573, "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": -0.0030891961177356153, "ret_signed_p1d": -0.0030891961177356153, "alpha_spy_p1d": -0.0004517623866220344, "alpha_c_p1d": 0.002607024111258349, "bench_spy_p1d": -0.002637433731113581, "bench_c_p1d": -0.0056962202289939645, "ret_p1w": 0.04166067710442789, "ret_signed_p1w": 0.04166067710442789, "alpha_spy_p1w": 0.03166482203909604, "alpha_c_p1w": 0.008670697049039777, "bench_spy_p1w": 0.009995855065331849, "bench_c_p1w": 0.03298998005538811, "ret_p1m": -0.10092659044812091, "ret_signed_p1m": -0.10092659044812091, "alpha_spy_p1m": -0.06232782513081703, "alpha_c_p1m": -0.058192437286342935, "bench_spy_p1m": -0.038598765317303885, "bench_c_p1m": -0.04273415316177798, "ret_p3m": 0.2122603960927789, "ret_signed_p3m": 0.2122603960927789, "alpha_spy_p3m": 0.133026697595112, "alpha_c_p3m": -0.11160335207102512, "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": 63, "stated_label": "p3m", "ret_signed_stated": 0.2122603960927789, "alpha_spy_stated": 0.133026697595112, "alpha_c_stated": -0.11160335207102512, "price_path": [-0.3316, -0.3113, -0.275, -0.258, -0.258, -0.2366, -0.2333, -0.2147, -0.1995, -0.2023, -0.1907, -0.1941, -0.2025, -0.1871, -0.1818, -0.1936, -0.1903, -0.1962, -0.2175, -0.2063, -0.2077, -0.2037, -0.2011, -0.1987, -0.1987, -0.2007, -0.2042, -0.2066, -0.217, -0.217, -0.2097, -0.1994, -0.1543, -0.1544, -0.1363, -0.1312, -0.1516, -0.1448, -0.1397, -0.1278, -0.1332, -0.1332, -0.1464, -0.1195, -0.1093, -0.1177, -0.1223, -0.1228, -0.083, -0.0799, -0.1025, -0.0852, -0.1013, -0.0749, -0.07, -0.0748, -0.0676, -0.0612, -0.0271, -0.0433, -0.0268, -0.0268, -0.0256, 0.0, -0.0031, 0.025, 0.0253, 0.0281, 0.0417, 0.023, 0.0272, 0.0174, -0.0182, -0.0109, -0.0451, -0.0854, -0.0741, -0.0767, -0.0755, -0.1101, -0.1136, -0.0995, -0.0916, -0.1063, -0.1009, -0.1039, -0.0959, -0.0679, -0.0674, -0.0923, -0.1096, -0.1222, -0.0786, -0.0716, -0.078, -0.078, -0.0519, -0.0518, 0.0027, 0.0176, 0.014, 0.0137, 0.0096, 0.0077, 0.0246, 0.0758, 0.1036, 0.0868, 0.1046, 0.1697, 0.1572, 0.137, 0.11, 0.1275, 0.165, 0.1518, 0.1498, 0.1723, 0.2037, 0.1831, 0.2063, 0.2243, 0.2154, 0.2523, 0.236, 0.2091, 0.2123, 0.1999, 0.1528, 0.1127, 0.15, 0.15, 0.2162, 0.2073, 0.2135, 0.1986, 0.1662, 0.229, 0.271, 0.2451, 0.1657, 0.1729, 0.175, 0.1403, 0.1968, 0.2133, 0.2417, 0.2081, 0.2036, 0.2617, 0.2617, 0.2937, 0.1827, 0.1998, 0.2137, 0.1236, null, null, null, null, null, null, null, null, null, null, null, null, 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:2012061428853981510", "ticker_idx": 0, "ts": "2026-01-16T07:16:41+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still one of my picks of 2026 though.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Maintains FLNC as a 2026 pick despite high volatility; bullish longer-term.", "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": "@TheBrilliantBu1 It is the most fluctuating stock I’ve ever seen. It only trades in double digits it seems. YTD they are up 10% but they can be down tomorrow. \n\nStill one of my picks of 2026 though.", "reply_text": null, "parent_text": "@Kaizen_Investor Damn $FLNC really blew up. I must’ve missed something.\n\nBut congrats on the good day. \n\nDown a tiny bit here", "quoted_text": null, "parent_author": "TheBrilliantBu1", "ret_m1d": -0.05834563988764674, "ret_signed_m1d": -0.05834563988764674, "alpha_spy_m1d": -0.05918424775068876, "alpha_c_m1d": -0.05918424775068876, "bench_spy_m1d": 0.000838607863042018, "bench_c_m1d": 0.000838607863042018, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.005169844536294876, "ret_signed_p1w": -0.005169844536294876, "alpha_spy_p1w": -0.0016565273671362846, "alpha_c_p1w": -0.0016565273671362846, "bench_spy_p1w": -0.003513317169158592, "bench_c_p1w": -0.003513317169158592, "ret_p1m": -0.3183161323308342, "ret_signed_p1m": -0.3183161323308342, "alpha_spy_p1m": -0.3039882956508023, "alpha_c_p1m": -0.3039882956508023, "bench_spy_p1m": -0.014327836680031902, "bench_c_p1m": -0.014327836680031902, "ret_p3m": -0.4383308685007782, "ret_signed_p3m": -0.4383308685007782, "alpha_spy_p3m": -0.45306581101848076, "alpha_c_p3m": -0.45306581101848076, "bench_spy_p3m": 0.014734942517702576, "bench_c_p3m": 0.014734942517702576, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3183161323308342, "alpha_spy_stated": -0.3039882956508023, "alpha_c_stated": -0.3039882956508023, "price_path": [-0.3996, -0.438, -0.4081, -0.2792, -0.308, -0.3316, -0.2511, -0.2441, -0.2245, -0.2315, -0.2917, -0.2349, -0.2681, -0.2323, -0.1953, -0.2345, -0.2906, -0.3999, -0.3386, -0.3637, -0.3715, -0.3792, -0.4273, -0.4313, -0.4165, -0.3807, -0.2987, -0.2987, -0.2747, -0.284, -0.2629, -0.267, -0.1381, -0.1152, -0.1558, -0.116, -0.1208, -0.0476, -0.1806, -0.2053, -0.2131, -0.3143, -0.2869, -0.2629, -0.2448, -0.2736, -0.2677, -0.2677, -0.2537, -0.2626, -0.2666, -0.2696, -0.2696, -0.1503, -0.1784, -0.1939, -0.2408, -0.2179, -0.1433, -0.1403, -0.1204, -0.1636, -0.0583, 0.0, 0.0, -0.058, -0.0273, 0.007, -0.0052, 0.0015, 0.0502, 0.1444, 0.1658, 0.1363, 0.1407, 0.1902, 0.0705, -0.3002, -0.2821, -0.2836, -0.2987, -0.353, -0.356, -0.3183, -0.3183, -0.3434, -0.3564, -0.3885, -0.3888, -0.4066, -0.3911, -0.397, -0.4018, -0.4261, -0.4417, -0.449, -0.4165, -0.418, -0.4542, -0.4202, -0.3767, -0.3682, -0.3936, -0.3951, -0.3804, -0.3907, -0.4095, -0.4081, -0.4413, -0.4328, -0.4036, -0.3962, -0.4476, -0.4775, -0.5199, -0.4919, -0.5192, -0.5089, -0.5089, -0.5126, -0.5107, -0.5155, -0.4993, -0.4911, -0.4959, -0.4535, -0.4383, -0.4468, -0.5002, -0.5336, -0.5284, -0.5015, -0.5007, -0.5059, -0.5066, -0.5439, -0.5631, -0.5502, -0.5499, -0.5447, -0.5314, -0.4993, -0.2995, -0.1078, -0.0683, -0.2142, -0.1839, -0.2267, -0.233, -0.2784, -0.3386, -0.3006, -0.2544, -0.2064, -0.2064, -0.2123, -0.2164, -0.2112, -0.3028, 0.0026, 0.0306, -0.0823, 0.0026, -0.154, -0.1112, -0.1337, -0.2016, -0.1034, -0.1244, -0.1071, -0.1167, -0.1352, -0.0842, -0.0842, -0.0698, -0.2168, -0.2707, -0.2843, -0.2884, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2007538937930350801", "ticker_idx": 0, "ts": "2026-01-03T19:45:55+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "would only add $FLNC", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Adds FLNC to list of underfollowed stocks to watch this year; implied bullish.", "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": "@meeijer Great list, would only add $FLNC", "reply_text": null, "parent_text": "10 great underfollowed stocks to watch this year:\n\n• $PGY | Pagaya\n• $DCTH | Delcath Systems\n• $SEZL | Sezzle\n• $CDLR | Cadeler \n• $AMPX | Amprius\n• $TMDX | Transmedics \n• $NXSN | Next Vision Stabilized Systems\n• $SE | Sea\n• $HNGE | Hinge Health\n• $AMSC | American", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": 0.034157313657610544, "ret_signed_m1d": 0.034157313657610544, "alpha_spy_m1d": 0.040773367256986215, "alpha_c_m1d": 0.040773367256986215, "bench_spy_m1d": -0.006616053599375671, "bench_c_m1d": -0.006616053599375671, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018876407923323346, "ret_signed_p1d": -0.018876407923323346, "alpha_spy_p1d": -0.024823655974967607, "alpha_c_p1d": -0.024823655974967607, "bench_spy_p1d": 0.0059472480516442605, "bench_c_p1d": 0.0059472480516442605, "ret_p1w": 0.04629216569193284, "ret_signed_p1w": 0.04629216569193284, "alpha_spy_p1w": 0.035473772004757764, "alpha_c_p1w": 0.035473772004757764, "bench_spy_p1w": 0.010818393687175076, "bench_c_p1w": 0.010818393687175076, "ret_p1m": 0.4485393052690485, "ret_signed_p1m": 0.4485393052690485, "alpha_spy_p1m": 0.4459073555822122, "alpha_c_p1m": 0.4459073555822122, "bench_spy_p1m": 0.0026319496868363323, "bench_c_p1m": 0.0026319496868363323, "ret_p3m": -0.4022471824388826, "ret_signed_p3m": -0.4022471824388826, "alpha_spy_p3m": -0.35848101491683304, "alpha_c_p3m": -0.35848101491683304, "bench_spy_p3m": -0.04376616752204954, "bench_c_p3m": -0.04376616752204954, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4485393052690485, "alpha_spy_stated": 0.4459073555822122, "alpha_c_stated": 0.4459073555822122, "price_path": [-0.3276, -0.3303, -0.4117, -0.2858, -0.1708, -0.0364, -0.12, -0.1764, -0.1708, -0.2692, -0.316, -0.2796, -0.1227, -0.1578, -0.1865, -0.0885, -0.08, -0.0562, -0.0647, -0.138, -0.0688, -0.1092, -0.0656, -0.0207, -0.0683, -0.1366, -0.2697, -0.1951, -0.2256, -0.2351, -0.2445, -0.3029, -0.3079, -0.2899, -0.2463, -0.1465, -0.1465, -0.1173, -0.1285, -0.1029, -0.1079, 0.049, 0.0769, 0.0274, 0.076, 0.0701, 0.1591, -0.0027, -0.0328, -0.0422, -0.1654, -0.1321, -0.1029, -0.0809, -0.116, -0.1088, -0.1088, -0.0917, -0.1025, -0.1074, -0.111, -0.111, 0.0342, 0.0, -0.0189, -0.076, -0.0481, 0.0427, 0.0463, 0.0706, 0.018, 0.1461, 0.2171, 0.2171, 0.1465, 0.1838, 0.2256, 0.2108, 0.2189, 0.2782, 0.3928, 0.4189, 0.3829, 0.3883, 0.4485, 0.3029, -0.1483, -0.1263, -0.1281, -0.1465, -0.2126, -0.2162, -0.1703, -0.1703, -0.2009, -0.2166, -0.2557, -0.2562, -0.2778, -0.2589, -0.2661, -0.2719, -0.3016, -0.3204, -0.3294, -0.2899, -0.2917, -0.3357, -0.2944, -0.2413, -0.231, -0.262, -0.2638, -0.2458, -0.2584, -0.2813, -0.2796, -0.32, -0.3097, -0.2742, -0.2652, -0.3276, -0.364, -0.4157, -0.3816, -0.4148, -0.4022, -0.4022, -0.4067, -0.4045, -0.4103, -0.3906, -0.3807, -0.3865, -0.3348, -0.3164, -0.3267, -0.3917, -0.4324, -0.4261, -0.3933, -0.3924, -0.3987, -0.3996, -0.4449, -0.4683, -0.4526, -0.4521, -0.4458, -0.4297, -0.3906, -0.1474, 0.0858, 0.1339, -0.0436, -0.0067, -0.0589, -0.0665, -0.1218, -0.1951, -0.1488, -0.0926, -0.0342, -0.0342, -0.0413, -0.0463, -0.04, -0.1515, 0.2202, 0.2544, 0.1169, 0.2202, 0.0297, 0.0818, 0.0544, -0.0283, 0.0912, 0.0656, 0.0867, 0.0751, 0.0526, 0.1146, 0.1146, 0.1321, -0.0467, -0.1124, -0.129, -0.1339, null, null]}
{"unit_id": "reply:1997412776151601458", "ticker_idx": 0, "ts": "2025-12-06T21:08:10+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Hold $SOFI next year", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Hold SOFI near-term, hold HIMS long-term, sell FUBO — direct picks in a F/M/K framing.", "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": "@YodaStockInvest Hold $SOFI next year, hold $HIMS next decade and sell $FUBO", "reply_text": null, "parent_text": "F, MARRY, KILL: \nchoose a stock to hold for the next year, a stock to hold for the next decade and a stock to sell:\n$FUBO\n$HIMS\n$SOFI\n\nMy choice: $FUBO next year, $HIMS next decade, $SOFI sell", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.006157192051281957, "ret_signed_m1d": 0.006157192051281957, "alpha_spy_m1d": 0.0031439304776181842, "alpha_c_m1d": 0.00241744435537683, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.003739747695905127, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028250658073258772, "ret_signed_p1d": -0.028250658073258772, "alpha_spy_p1d": -0.02738753997902499, "alpha_c_p1d": -0.024510982576042672, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0037396754972160995, "ret_p1w": -0.06483161448595676, "ret_signed_p1w": -0.06483161448595676, "alpha_spy_p1w": -0.06058948087387139, "alpha_c_p1w": -0.0930665724125318, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": 0.028234957926575044, "ret_p1m": -0.02281785781196377, "ret_signed_p1m": -0.02281785781196377, "alpha_spy_p1m": -0.03777362030901443, "alpha_c_p1m": -0.08110371509233882, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.05828585728037505, "ret_p3m": -0.30278886003418726, "ret_signed_p3m": -0.30278886003418726, "alpha_spy_p3m": -0.30234010704088776, "alpha_c_p3m": -0.2640650931571119, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.03872376687707535, "ret_p6m": -0.35747919670573747, "ret_signed_p6m": -0.35747919670573747, "alpha_spy_p6m": -0.4748891834718002, "alpha_c_p6m": -0.3280346219426593, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": -0.029444574763078157, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02281785781196377, "alpha_spy_stated": -0.03777362030901443, "alpha_c_stated": -0.08110371509233882, "price_path": [-0.0757, -0.0598, -0.0384, 0.0022, -0.0069, -0.017, 0.0181, 0.0688, 0.0797, 0.0536, 0.0301, 0.0185, 0.0134, -0.0022, -0.0431, -0.067, -0.0594, -0.0858, -0.0453, 0.0192, 0.0148, 0.0304, -0.0514, -0.017, 0.0094, 0.0152, -0.0366, -0.0388, 0.0388, 0.0413, -0.0152, 0.017, 0.0507, 0.0866, 0.1467, 0.1192, 0.0514, 0.075, 0.1094, 0.0637, 0.0891, -0.0163, 0.0217, 0.1061, 0.121, 0.1666, 0.0283, 0.0076, -0.0206, -0.0496, -0.0322, -0.0978, -0.0876, -0.0076, 0.0261, 0.0319, 0.0319, 0.0764, 0.0514, 0.0688, 0.0529, 0.0721, 0.0062, 0.0, -0.0283, -0.0188, -0.0196, -0.012, -0.0648, -0.0373, -0.0848, -0.0478, -0.0134, -0.0094, -0.0152, -0.0047, -0.0047, -0.0196, -0.0286, -0.038, -0.0518, -0.0518, -0.0054, 0.0605, -0.0228, -0.0221, 0.004, -0.0076, -0.0366, -0.017, -0.034, -0.0424, -0.0536, -0.0536, -0.0768, -0.0714, -0.0551, -0.0637, -0.0656, -0.0779, -0.109, -0.1177, -0.1739, -0.2003, -0.2119, -0.2485, -0.2952, -0.2445, -0.2267, -0.2329, -0.2557, -0.301, -0.2898, -0.2898, -0.2934, -0.2923, -0.301, -0.3111, -0.3401, -0.3242, -0.3013, -0.3082, -0.3568, -0.3339, -0.326, -0.3227, -0.3028, -0.3155, -0.3194, -0.3376, -0.3289, -0.3589, -0.3568, -0.3615, -0.3709, -0.3778, -0.3814, -0.3879, -0.3788, -0.3951, -0.4002, -0.4252, -0.4484, -0.4513, -0.4248, -0.4339, -0.4259, -0.4259, -0.4107, -0.4165, -0.4028, -0.4107, -0.4125, -0.3825, -0.3513, -0.3194, -0.3108, -0.2963, -0.2937, -0.318, -0.3097, -0.3365, -0.3321, -0.3205, -0.335, -0.4377, -0.4169, -0.4049, -0.4133, -0.4198, -0.4096, -0.4205, -0.4296, -0.4111, -0.4241, -0.4455, -0.4198, -0.4346, -0.431, -0.4484, -0.4317, -0.4332, -0.4343, -0.4343, -0.4212, -0.4143, -0.3854, -0.3401, -0.3271, -0.3575]}
{"unit_id": "reply:1997412776151601458", "ticker_idx": 1, "ts": "2025-12-06T21:08:10+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "hold $HIMS next decade", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Hold SOFI near-term, hold HIMS long-term, sell FUBO — direct picks in a F/M/K framing.", "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": "@YodaStockInvest Hold $SOFI next year, hold $HIMS next decade and sell $FUBO", "reply_text": null, "parent_text": "F, MARRY, KILL: \nchoose a stock to hold for the next year, a stock to hold for the next decade and a stock to sell:\n$FUBO\n$HIMS\n$SOFI\n\nMy choice: $FUBO next year, $HIMS next decade, $SOFI sell", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.0020450366369892947, "ret_signed_m1d": 0.0020450366369892947, "alpha_spy_m1d": -0.0009682249366744777, "alpha_c_m1d": -0.0009682249366744777, "bench_spy_m1d": 0.0030132615736637725, "bench_c_m1d": 0.0030132615736637725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017893680522800715, "ret_signed_p1d": 0.017893680522800715, "alpha_spy_p1d": 0.018756798617034498, "alpha_c_p1d": 0.018756798617034498, "bench_spy_p1d": -0.0008631180942337835, "bench_c_p1d": -0.0008631180942337835, "ret_p1w": -0.07336398287949775, "ret_signed_p1w": -0.07336398287949775, "alpha_spy_p1w": -0.06912184926741238, "alpha_c_p1w": -0.06912184926741238, "bench_spy_p1w": -0.004242133612085364, "bench_c_p1w": -0.004242133612085364, "ret_p1m": -0.09355828086255458, "ret_signed_p1m": -0.09355828086255458, "alpha_spy_p1m": -0.10851404335960524, "alpha_c_p1m": -0.10851404335960524, "bench_spy_p1m": 0.014955762497050662, "bench_c_p1m": 0.014955762497050662, "ret_p3m": -0.5940695156436234, "ret_signed_p3m": -0.5940695156436234, "alpha_spy_p3m": -0.5936207626503239, "alpha_c_p3m": -0.5936207626503239, "bench_spy_p3m": -0.0004487529932994949, "bench_c_p3m": -0.0004487529932994949, "ret_p6m": -0.2967791160530988, "ret_signed_p6m": -0.2967791160530988, "alpha_spy_p6m": -0.41418910281916155, "alpha_c_p6m": -0.41418910281916155, "bench_spy_p6m": 0.11740998676606273, "bench_c_p6m": 0.11740998676606273, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09355828086255458, "alpha_spy_stated": -0.10851404335960524, "alpha_c_stated": -0.10851404335960524, "price_path": [0.2214, 0.3231, 0.4187, 0.3793, 0.3009, 0.2871, 0.4366, 0.478, 0.4749, 0.4315, 0.3612, 0.4026, 0.4928, 0.5112, 0.4499, 0.4394, 0.4793, 0.343, 0.3998, 0.4819, 0.487, 0.489, 0.3791, 0.399, 0.3809, 0.6043, 0.512, 0.2725, 0.3129, 0.2618, 0.2132, 0.2395, 0.2469, 0.2329, 0.2045, 0.192, 0.1263, 0.1621, 0.1347, 0.0938, 0.1178, 0.0613, 0.0488, 0.0493, 0.0161, -0.0026, -0.0785, -0.0547, -0.0905, -0.0731, -0.0841, -0.1406, -0.1127, -0.0343, -0.0519, -0.0184, -0.0184, 0.0164, -0.0412, -0.0718, -0.0524, 0.023, 0.002, 0.0, 0.0179, -0.0317, -0.0345, -0.0488, -0.0734, -0.0578, -0.1061, -0.1112, -0.091, -0.104, -0.1104, -0.1138, -0.1138, -0.123, -0.1283, -0.1554, -0.17, -0.17, -0.146, -0.1127, -0.0936, -0.0936, -0.1342, -0.1899, -0.1733, -0.1769, -0.1994, -0.2017, -0.1979, -0.1979, -0.2211, -0.2615, -0.2198, -0.2428, -0.226, -0.2413, -0.2671, -0.2365, -0.3075, -0.3241, -0.3471, -0.3763, -0.3998, -0.4116, -0.5059, -0.5593, -0.5734, -0.5961, -0.5833, -0.5833, -0.5841, -0.5951, -0.5956, -0.6005, -0.6035, -0.6048, -0.5956, -0.6012, -0.6288, -0.5787, -0.5956, -0.5795, -0.5941, -0.5976, -0.4335, -0.4001, -0.3384, -0.3906, -0.3668, -0.364, -0.3615, -0.4082, -0.3824, -0.4371, -0.4259, -0.4545, -0.4673, -0.4668, -0.5046, -0.5199, -0.4693, -0.4928, -0.5107, -0.5107, -0.4803, -0.5015, -0.5043, -0.4951, -0.5033, -0.4594, -0.454, -0.3791, -0.3101, -0.2633, -0.2073, -0.2393, -0.2584, -0.2804, -0.2188, -0.2487, -0.2866, -0.3269, -0.3055, -0.2993, -0.3029, -0.3269, -0.3129, -0.3443, -0.2774, -0.2551, -0.3602, -0.3829, -0.3804, -0.3597, -0.4302, -0.4264, -0.411, -0.3862, -0.3929, -0.3929, -0.3903, -0.3558, -0.3512, -0.3315, -0.2904, -0.2968]}
{"unit_id": "orig:1983192618856263712", "ticker_idx": 0, "ts": "2025-10-28T15:22:20+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you don't have exposure to the cybersecurity wave, you should look into it!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy cybersecurity names CRWD, DDOG, NET, RBRK, S as the safest AI play; revenue accumulation wave won't stop soon.", "resolved_tickers": ["CRWD"], "resolution_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": "If you don't have exposure to the cybersecurity wave, you should look into it! It is the safest way to bet on AI. \n\nJust look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. \n\nThis won't stop any time soon! You don't want to miss this wave! https://t.co/naGWy1fPsI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.031520806957655134, "ret_signed_m1d": -0.031520806957655134, "alpha_spy_m1d": -0.02887182667264654, "alpha_c_m1d": -0.02887182667264654, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.002632834378503035, "ret_signed_p1d": -0.002632834378503035, "alpha_spy_p1d": -0.0031132050171890358, "alpha_c_p1d": -0.0031132050171890358, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": -0.023805206189219663, "ret_signed_p1w": -0.023805206189219663, "alpha_spy_p1w": -0.00660152402242653, "alpha_c_p1w": -0.00660152402242653, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": -0.08300726531946812, "ret_signed_p1m": -0.08300726531946812, "alpha_spy_p1m": -0.07226588046188287, "alpha_c_p1m": -0.07226588046188287, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.17268806776873058, "ret_signed_p3m": -0.17268806776873058, "alpha_spy_p3m": -0.17881062130905234, "alpha_c_p3m": -0.17881062130905234, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.1467437185200643, "ret_signed_p6m": -0.1467437185200643, "alpha_spy_p6m": -0.18778768582440664, "alpha_c_p6m": -0.18778768582440664, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08300726531946812, "alpha_spy_stated": -0.07226588046188287, "alpha_c_stated": -0.07226588046188287, "price_path": [-0.1689, -0.1833, -0.1684, -0.1923, -0.1742, -0.2229, -0.2239, -0.2203, -0.2032, -0.2099, -0.2232, -0.2176, -0.2205, -0.2347, -0.2336, -0.243, -0.2311, -0.2342, -0.2365, -0.2273, -0.1919, -0.2253, -0.2253, -0.244, -0.2445, -0.2459, -0.2364, -0.2174, -0.2257, -0.2232, -0.2076, -0.2027, -0.1868, -0.1864, -0.1855, -0.081, -0.0812, -0.0984, -0.1149, -0.1291, -0.135, -0.1198, -0.1069, -0.1034, -0.0859, -0.0917, -0.1043, -0.0932, -0.1139, -0.0676, -0.0691, -0.0974, -0.0701, -0.106, -0.1059, -0.1183, -0.1139, -0.0792, -0.0786, -0.0856, -0.0456, -0.0359, -0.0315, 0.0, -0.0026, -0.0151, -0.0072, 0.0091, -0.0238, -0.0234, -0.0264, -0.013, 0.0194, 0.0179, -0.002, -0.0314, -0.0172, -0.0314, -0.0608, -0.0482, -0.0834, -0.1029, -0.0734, -0.0633, -0.083, -0.083, -0.0691, -0.0783, -0.0556, -0.0416, -0.0618, -0.0638, -0.0581, -0.0529, -0.0501, -0.0536, -0.0771, -0.1087, -0.1068, -0.1406, -0.1274, -0.12, -0.1166, -0.1245, -0.1277, -0.1277, -0.1202, -0.1299, -0.1304, -0.1429, -0.1429, -0.1707, -0.1653, -0.162, -0.1244, -0.1519, -0.1396, -0.1462, -0.1443, -0.1577, -0.1681, -0.1701, -0.1701, -0.1905, -0.1848, -0.1703, -0.1727, -0.1437, -0.1285, -0.1422, -0.1871, -0.193, -0.1976, -0.2289, -0.2406, -0.3104, -0.2769, -0.254, -0.2442, -0.2398, -0.2476, -0.2145, -0.2145, -0.2425, -0.2398, -0.2282, -0.2895, -0.3595, -0.3596, -0.3357, -0.3032, -0.3199, -0.2963, -0.2843, -0.2546, -0.2208, -0.2157, -0.2063, -0.2022, -0.1918, -0.1927, -0.1923, -0.2251, -0.208, -0.2032, -0.2171, -0.2522, -0.2443, -0.2815, -0.2945, -0.2822, -0.3243, -0.3051, -0.2862, -0.2809, -0.2703, -0.2703, -0.2712, -0.2262, -0.2202, -0.2784, -0.307, -0.2646, -0.2714, -0.2483, -0.2354, -0.2249, -0.208, -0.178, -0.1467]}
{"unit_id": "orig:1983192618856263712", "ticker_idx": 1, "ts": "2025-10-28T15:22:20+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. This won't stop any time soon!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy cybersecurity names CRWD, DDOG, NET, RBRK, S as the safest AI play; revenue accumulation wave won't stop soon.", "resolved_tickers": ["DDOG"], "resolution_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": "If you don't have exposure to the cybersecurity wave, you should look into it! It is the safest way to bet on AI. \n\nJust look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. \n\nThis won't stop any time soon! You don't want to miss this wave! https://t.co/naGWy1fPsI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0022254138438262405, "ret_signed_m1d": 0.0022254138438262405, "alpha_spy_m1d": 0.004874394128834836, "alpha_c_m1d": 0.004874394128834836, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008075311489536996, "ret_signed_p1d": -0.008075311489536996, "alpha_spy_p1d": -0.008555682128222997, "alpha_c_p1d": -0.008555682128222997, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": 0.0015259758876793317, "ret_signed_p1w": 0.0015259758876793317, "alpha_spy_p1w": 0.018729658054472464, "alpha_c_p1w": 0.018729658054472464, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": 0.007185029524548137, "ret_signed_p1m": 0.007185029524548137, "alpha_spy_p1m": 0.017926414382133382, "alpha_c_p1m": 0.017926414382133382, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.17256945795353318, "ret_signed_p3m": -0.17256945795353318, "alpha_spy_p3m": -0.17869201149385494, "alpha_c_p3m": -0.17869201149385494, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.159788924779809, "ret_signed_p6m": -0.159788924779809, "alpha_spy_p6m": -0.20083289208415134, "alpha_c_p6m": -0.20083289208415134, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007185029524548137, "alpha_spy_stated": 0.017926414382133382, "alpha_c_stated": 0.017926414382133382, "price_path": [-0.1099, -0.1378, -0.1153, -0.1547, -0.1291, -0.1328, -0.1676, -0.1808, -0.18, -0.1816, -0.2082, -0.1909, -0.1793, -0.1798, -0.1832, -0.1788, -0.1656, -0.1837, -0.1969, -0.1624, -0.1037, -0.1309, -0.1309, -0.1436, -0.1569, -0.1621, -0.1347, -0.1324, -0.1069, -0.1153, -0.1152, -0.1321, -0.1184, -0.1442, -0.1465, -0.1301, -0.1173, -0.1203, -0.1258, -0.1316, -0.1314, -0.1157, -0.0764, -0.0946, -0.0291, -0.0362, -0.0347, 0.0006, -0.0175, 0.0436, 0.0432, 0.0093, 0.0441, 0.023, 0.0175, -0.0388, -0.028, -0.0062, -0.0065, -0.0195, -0.0043, -0.0051, 0.0022, 0.0, -0.0081, -0.0013, 0.0352, 0.0306, 0.0015, -0.0146, 0.2133, 0.216, 0.2699, 0.2581, 0.2138, 0.1825, 0.1764, 0.1462, 0.122, 0.1211, 0.0146, 0.0018, 0.0074, 0.0109, 0.0072, 0.0072, 0.0174, 0.004, -0.005, -0.0092, -0.0272, -0.0373, -0.019, -0.0299, -0.0386, -0.0469, -0.0717, -0.0968, -0.1095, -0.1307, -0.1207, -0.1073, -0.0981, -0.102, -0.1223, -0.1223, -0.1205, -0.1229, -0.1258, -0.1353, -0.1353, -0.1494, -0.1503, -0.1283, -0.1006, -0.1691, -0.2021, -0.1952, -0.202, -0.2217, -0.2315, -0.2432, -0.2432, -0.2561, -0.215, -0.1654, -0.1726, -0.1312, -0.1212, -0.1063, -0.185, -0.1777, -0.1794, -0.2391, -0.2643, -0.3214, -0.2898, -0.2751, -0.1755, -0.1904, -0.198, -0.2039, -0.2039, -0.2207, -0.2257, -0.2332, -0.2646, -0.3475, -0.336, -0.2985, -0.2595, -0.2881, -0.2935, -0.2893, -0.2476, -0.222, -0.2004, -0.1826, -0.2174, -0.1894, -0.1915, -0.2082, -0.1952, -0.1806, -0.1654, -0.1738, -0.2047, -0.1783, -0.2206, -0.2161, -0.2096, -0.2721, -0.2636, -0.2494, -0.2454, -0.2347, -0.2347, -0.2592, -0.259, -0.2592, -0.3071, -0.33, -0.3001, -0.2969, -0.2302, -0.2149, -0.195, -0.175, -0.1779, -0.1598]}
{"unit_id": "orig:1983192618856263712", "ticker_idx": 2, "ts": "2025-10-28T15:22:20+00:00", "symbol": "NET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. This won't stop any time soon!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy cybersecurity names CRWD, DDOG, NET, RBRK, S as the safest AI play; revenue accumulation wave won't stop soon.", "resolved_tickers": ["NET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "If you don't have exposure to the cybersecurity wave, you should look into it! It is the safest way to bet on AI. \n\nJust look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. \n\nThis won't stop any time soon! You don't want to miss this wave! https://t.co/naGWy1fPsI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005000201302382212, "ret_signed_m1d": 0.005000201302382212, "alpha_spy_m1d": 0.0076491815873908076, "alpha_c_m1d": 0.0076491815873908076, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015134601127334113, "ret_signed_p1d": 0.015134601127334113, "alpha_spy_p1d": 0.014654230488648112, "alpha_c_p1d": 0.014654230488648112, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": 0.03982319724179639, "ret_signed_p1w": 0.03982319724179639, "alpha_spy_p1w": 0.057026879408589526, "alpha_c_p1w": 0.057026879408589526, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": -0.12054109262845658, "ret_signed_p1m": -0.12054109262845658, "alpha_spy_p1m": -0.10979970777087134, "alpha_c_p1m": -0.10979970777087134, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.2256797259344705, "ret_signed_p3m": -0.2256797259344705, "alpha_spy_p3m": -0.23180227947479226, "alpha_c_p3m": -0.23180227947479226, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.07335152253064137, "ret_signed_p6m": -0.07335152253064137, "alpha_spy_p6m": -0.11439548983498371, "alpha_c_p6m": -0.11439548983498371, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12054109262845658, "alpha_spy_stated": -0.10979970777087134, "alpha_c_stated": -0.10979970777087134, "price_path": [-0.0728, -0.1066, -0.0678, -0.0722, -0.0378, -0.0605, -0.0866, -0.1019, -0.0967, -0.11, -0.1277, -0.103, -0.0965, -0.1227, -0.1375, -0.1394, -0.1242, -0.1255, -0.1136, -0.0837, -0.0472, -0.0682, -0.0682, -0.0712, -0.0816, -0.0625, -0.0427, -0.0271, -0.0242, -0.0046, 0.0029, -0.0119, 0.009, -0.0212, -0.0451, -0.0019, 0.0087, 0.0192, -0.0033, -0.0287, -0.0258, -0.0342, -0.0242, -0.042, -0.0309, 0.0025, -0.0327, -0.0132, -0.0295, -0.0178, -0.0136, -0.0454, -0.0064, -0.0288, -0.0295, -0.0562, -0.0624, -0.0489, -0.0492, -0.0592, -0.0305, -0.0274, 0.005, 0.0, 0.0151, -0.0067, 0.1309, 0.1077, 0.0398, 0.0202, 0.0085, 0.0394, 0.0738, 0.0489, 0.0075, -0.0467, -0.0598, -0.0971, -0.1226, -0.1241, -0.1455, -0.1679, -0.1339, -0.1183, -0.1205, -0.1205, -0.1062, -0.1196, -0.1015, -0.0877, -0.0886, -0.1029, -0.0809, -0.0672, -0.047, -0.0716, -0.0962, -0.1218, -0.1181, -0.1454, -0.1346, -0.1264, -0.0979, -0.0978, -0.0952, -0.0952, -0.0964, -0.104, -0.1088, -0.1198, -0.1198, -0.1249, -0.1175, -0.116, -0.0946, -0.1653, -0.184, -0.1679, -0.1575, -0.1589, -0.1779, -0.1778, -0.1778, -0.2079, -0.2412, -0.2263, -0.2257, -0.1546, -0.0805, -0.1746, -0.1947, -0.2082, -0.1856, -0.2397, -0.255, -0.2721, -0.2267, -0.2243, -0.1965, -0.1544, -0.1733, -0.1256, -0.1256, -0.1353, -0.1453, -0.14, -0.2092, -0.2848, -0.2687, -0.233, -0.2202, -0.2313, -0.1918, -0.2013, -0.1701, -0.1414, -0.1286, -0.1005, -0.0737, -0.0491, -0.053, -0.0515, -0.0744, -0.0557, 0.0067, -0.0117, -0.0383, -0.0149, -0.0484, -0.0267, -0.0619, -0.0936, -0.1311, -0.0788, -0.0829, -0.0549, -0.0549, -0.0545, -0.0344, -0.0569, -0.1381, -0.2545, -0.1784, -0.2024, -0.1512, -0.1188, -0.1027, -0.0856, -0.0729, -0.0734]}
{"unit_id": "orig:1983192618856263712", "ticker_idx": 3, "ts": "2025-10-28T15:22:20+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Just look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. This won't stop any time soon!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy cybersecurity names CRWD, DDOG, NET, RBRK, S as the safest AI play; revenue accumulation wave won't stop soon.", "resolved_tickers": ["RBRK"], "resolution_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": "If you don't have exposure to the cybersecurity wave, you should look into it! It is the safest way to bet on AI. \n\nJust look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. \n\nThis won't stop any time soon! You don't want to miss this wave! https://t.co/naGWy1fPsI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02193901876889126, "ret_signed_m1d": 0.02193901876889126, "alpha_spy_m1d": 0.024587999053899856, "alpha_c_m1d": 0.024587999053899856, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055176095981227635, "ret_signed_p1d": -0.055176095981227635, "alpha_spy_p1d": -0.055656466619913636, "alpha_c_p1d": -0.055656466619913636, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": -0.04624282902589616, "ret_signed_p1w": -0.04624282902589616, "alpha_spy_p1w": -0.029039146859103027, "alpha_c_p1w": -0.029039146859103027, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": -0.10444041369919277, "ret_signed_p1m": -0.10444041369919277, "alpha_spy_p1m": -0.09369902884160752, "alpha_c_p1m": -0.09369902884160752, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.1372832921778363, "ret_signed_p3m": -0.1372832921778363, "alpha_spy_p3m": -0.14340584571815806, "alpha_c_p3m": -0.14340584571815806, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.27430373508562167, "ret_signed_p6m": -0.27430373508562167, "alpha_spy_p6m": -0.315347702389964, "alpha_c_p6m": -0.315347702389964, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10444041369919277, "alpha_spy_stated": -0.09369902884160752, "alpha_c_stated": -0.09369902884160752, "price_path": [0.2474, 0.1515, 0.2154, 0.15, 0.2056, 0.1789, 0.1483, 0.1259, 0.1607, 0.1571, 0.1094, 0.1276, 0.1261, 0.1031, 0.118, 0.1198, 0.1662, 0.1538, 0.1189, 0.1499, 0.2221, 0.1745, 0.1745, 0.1548, 0.1524, 0.137, 0.1946, 0.256, 0.294, 0.0604, 0.0233, -0.0213, -0.0068, -0.0147, -0.0293, 0.025, 0.054, 0.0574, 0.0702, 0.0394, 0.0771, 0.0792, 0.0949, 0.0805, 0.0829, 0.1027, 0.088, 0.08, 0.0444, 0.1068, 0.1311, 0.0817, 0.0929, 0.0269, 0.0386, 0.0331, 0.0145, 0.0353, 0.0494, 0.0096, 0.0097, 0.0114, 0.0219, 0.0, -0.0552, -0.0666, -0.0112, -0.0042, -0.0462, -0.0495, -0.0603, -0.0406, -0.0007, -0.0064, -0.0285, -0.0737, -0.06, -0.0845, -0.0962, -0.0793, -0.1107, -0.1252, -0.1147, -0.095, -0.1044, -0.1044, -0.0893, -0.0988, -0.0883, -0.0619, -0.0748, 0.1333, 0.1705, 0.1996, 0.1812, 0.144, 0.0711, 0.0495, 0.0235, -0.0385, -0.0028, 0.0271, 0.0472, 0.0346, 0.0352, 0.0352, 0.0334, 0.0248, 0.023, 0.0047, 0.0047, -0.0085, -0.0344, -0.0133, 0.0099, -0.0585, -0.073, -0.0624, -0.0696, -0.1048, -0.0929, -0.1185, -0.1185, -0.1477, -0.1546, -0.1448, -0.1373, -0.1025, -0.1821, -0.1699, -0.2384, -0.265, -0.2847, -0.3149, -0.3186, -0.365, -0.3291, -0.2898, -0.2666, -0.2759, -0.3012, -0.2834, -0.2834, -0.2972, -0.2855, -0.2885, -0.3405, -0.3791, -0.3295, -0.3148, -0.2863, -0.3174, -0.2947, -0.2923, -0.2792, -0.2659, -0.2489, -0.2489, -0.265, -0.2444, -0.2903, -0.2981, -0.3212, -0.3161, -0.3157, -0.3311, -0.3526, -0.3276, -0.3685, -0.3802, -0.3748, -0.3992, -0.4012, -0.3567, -0.3617, -0.3242, -0.3242, -0.3313, -0.3066, -0.3217, -0.3933, -0.4245, -0.3614, -0.369, -0.3253, -0.3177, -0.3124, -0.2958, -0.2903, -0.2743]}
{"unit_id": "orig:1983192618856263712", "ticker_idx": 4, "ts": "2025-10-28T15:22:20+00:00", "symbol": "S", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Just look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. This won't stop any time soon!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy cybersecurity names CRWD, DDOG, NET, RBRK, S as the safest AI play; revenue accumulation wave won't stop soon.", "resolved_tickers": ["S"], "resolution_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": "If you don't have exposure to the cybersecurity wave, you should look into it! It is the safest way to bet on AI. \n\nJust look at how $CRWD, $DDOG, $NET, $RBRK, $S,... are accumulating revenues. \n\nThis won't stop any time soon! You don't want to miss this wave! https://t.co/naGWy1fPsI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002832818024996131, "ret_signed_m1d": -0.002832818024996131, "alpha_spy_m1d": -0.00018383773998753572, "alpha_c_m1d": -0.00018383773998753572, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": -0.0026489802850085953, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.043626089201456275, "ret_signed_p1d": -0.043626089201456275, "alpha_spy_p1d": -0.044106459840142276, "alpha_c_p1d": -0.044106459840142276, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": 0.0004803706386860007, "ret_p1w": -0.04419256635439095, "ret_signed_p1w": -0.04419256635439095, "alpha_spy_p1w": -0.026988884187597817, "alpha_c_p1w": -0.026988884187597817, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.017203682166793133, "ret_p1m": -0.09688385694647206, "ret_signed_p1m": -0.09688385694647206, "alpha_spy_p1m": -0.08614247208888681, "alpha_c_p1m": -0.08614247208888681, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.010741384857585246, "ret_p3m": -0.1903682566173922, "ret_signed_p3m": -0.1903682566173922, "alpha_spy_p3m": -0.19649081015771397, "alpha_c_p3m": -0.19649081015771397, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.006122553540321762, "ret_p6m": -0.17110479146519286, "ret_signed_p6m": -0.17110479146519286, "alpha_spy_p6m": -0.2121487587695352, "alpha_c_p6m": -0.2121487587695352, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": 0.041043967304342344, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09688385694647206, "alpha_spy_stated": -0.08614247208888681, "alpha_c_stated": -0.08614247208888681, "price_path": [0.0391, 0.0164, 0.0448, -0.0244, -0.0193, -0.0555, -0.0918, -0.1042, -0.0765, -0.0261, -0.0612, -0.0482, -0.0363, -0.0397, -0.0516, -0.0572, -0.0391, -0.0606, -0.0697, -0.0283, -0.0023, 0.0686, 0.0686, 0.0028, 0.021, 0.0283, 0.0612, 0.0442, 0.0187, 0.0108, 0.0459, 0.0363, 0.0368, 0.0125, 0.0402, 0.0606, 0.0822, 0.0878, 0.0459, 0.0306, 0.0278, 0.0283, 0.0249, -0.0023, -0.0125, 0.0068, 0.017, 0.0147, -0.0227, 0.0193, 0.0198, -0.0227, -0.0283, -0.0351, -0.0453, -0.047, -0.055, -0.0289, 0.0102, -0.0204, -0.0159, 0.0, -0.0028, 0.0, -0.0436, -0.0363, 0.0113, 0.0017, -0.0442, -0.0499, -0.0731, -0.0414, -0.0261, -0.021, -0.0289, -0.0646, -0.0487, -0.0844, -0.0839, -0.0867, -0.1184, -0.1105, -0.1133, -0.0805, -0.0969, -0.0969, -0.0816, -0.089, -0.0589, -0.0391, -0.0385, -0.1773, -0.1569, -0.1592, -0.1365, -0.1507, -0.1456, -0.1592, -0.1615, -0.1796, -0.1722, -0.1654, -0.1541, -0.1643, -0.1586, -0.1586, -0.1496, -0.1484, -0.1348, -0.1501, -0.1501, -0.1705, -0.1609, -0.1399, -0.1201, -0.1314, -0.1433, -0.1479, -0.1705, -0.1943, -0.2023, -0.2125, -0.2125, -0.2312, -0.2181, -0.196, -0.1904, -0.1751, -0.1439, -0.1541, -0.2028, -0.2079, -0.1847, -0.2555, -0.2283, -0.2674, -0.251, -0.2555, -0.2221, -0.2283, -0.2459, -0.2142, -0.2142, -0.2408, -0.2436, -0.2317, -0.2652, -0.2992, -0.2771, -0.268, -0.2363, -0.2567, -0.2561, -0.2482, -0.2357, -0.2085, -0.196, -0.187, -0.1989, -0.1977, -0.2193, -0.1773, -0.1904, -0.179, -0.1853, -0.1751, -0.1972, -0.1853, -0.2612, -0.2431, -0.2408, -0.2873, -0.2856, -0.2703, -0.2459, -0.2448, -0.2448, -0.2346, -0.2419, -0.2351, -0.2765, -0.3235, -0.2754, -0.2776, -0.2487, -0.2108, -0.2057, -0.1887, -0.1807, -0.1711]}
{"unit_id": "reply:2011739792502042856", "ticker_idx": 0, "ts": "2026-01-15T09:58:37+00:00", "symbol": "TSM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This Capex guidance shows that the AI investment cycle is far from over", "tweet_type": "news_reaction", "timeline": "years", "summary": "Endorses parent's thesis: TSM capex guidance signals AI cycle has years left, bullish TSM and ASML.", "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": "@StockSavvyShay This Capex guidance shows that the AI investment cycle is far from over.", "reply_text": null, "parent_text": "Holy moly $TSM just said it expects the next three years of capex to be significantly higher than the last three years combined (~$100B). \n\nThe AI factory of the global economy just told you this cycle is nowhere near over.\n\nThat means $ASML keeps building the machines that make", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.0425302420097039, "ret_signed_m1d": -0.0425302420097039, "alpha_spy_m1d": -0.03981442934803725, "alpha_c_m1d": -0.022197764312032353, "bench_spy_m1d": -0.00271581266166665, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0022245024432265836, "ret_signed_p1d": 0.0022245024432265836, "alpha_spy_p1d": 0.0030624076323886307, "alpha_c_p1d": -0.007815635165713708, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": -0.041769197298955674, "ret_signed_p1w": -0.041769197298955674, "alpha_spy_p1w": -0.03705989180916536, "alpha_c_p1w": -0.0579393332765864, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.07235680175180348, "ret_signed_p1m": 0.07235680175180348, "alpha_spy_p1m": 0.08751053825229371, "alpha_c_p1m": 0.04382574185394539, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.11509319744908164, "ret_signed_p3m": 0.11509319744908164, "alpha_spy_p3m": 0.10914640181374069, "alpha_c_p3m": -0.025140388546074588, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.131, -0.1403, -0.1567, -0.1513, -0.139, -0.1294, -0.1198, -0.1094, -0.1148, -0.123, -0.1101, -0.1416, -0.1428, -0.1557, -0.1637, -0.1381, -0.15, -0.1516, -0.1762, -0.1686, -0.1768, -0.1887, -0.1757, -0.1899, -0.1971, -0.1691, -0.169, -0.1536, -0.1536, -0.149, -0.1602, -0.1473, -0.1375, -0.1449, -0.1397, -0.1188, -0.1143, -0.0946, -0.1077, -0.1452, -0.1578, -0.1603, -0.1893, -0.1667, -0.1542, -0.1416, -0.1308, -0.1254, -0.1254, -0.1136, -0.1192, -0.1231, -0.1105, -0.1105, -0.0645, -0.0568, -0.0416, -0.0672, -0.0692, -0.0527, -0.0289, -0.0305, -0.0425, 0.0, 0.0022, 0.0022, -0.0424, -0.0454, -0.0418, -0.0198, -0.0261, -0.0097, 0.0019, -0.0061, -0.0324, -0.0008, -0.0172, -0.0465, -0.0319, 0.0211, 0.0403, 0.0593, 0.095, 0.0774, 0.0724, 0.0724, 0.066, 0.0604, 0.0549, 0.0846, 0.0831, 0.1291, 0.1349, 0.1029, 0.0964, 0.0804, 0.0336, 0.0462, 0.0358, -0.008, 0.0207, 0.016, 0.0378, -0.0144, -0.0097, -0.0041, 0.0156, -0.0033, -0.0055, -0.0336, -0.0065, 0.0075, 0.0208, -0.0428, -0.0409, -0.071, -0.008, 0.0024, -0.0048, -0.0048, 0.0032, 0.0136, 0.074, 0.0728, 0.0878, 0.0848, 0.1151, 0.101, 0.0665, 0.0875, 0.075, 0.0804, 0.1373, 0.1232, 0.1813, 0.1887, 0.1516, 0.156, 0.1626, 0.1673, 0.1788, 0.1577, 0.2314, 0.2157, 0.2084, 0.1874, 0.1661, 0.1735, 0.2261, 0.1869, 0.1622, 0.1524, 0.1789, 0.1951, 0.1874, 0.1874, 0.2103, 0.2408, 0.2471, 0.2283, 0.2787, 0.3112, 0.2818, 0.306, 0.2187, 0.2528, 0.2561, 0.1998, 0.2389, 0.2473, 0.2987, 0.2529, 0.2715, 0.3596, 0.3596, 0.376, 0.2839, 0.297, 0.2798, 0.2721, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2011739792502042856", "ticker_idx": 1, "ts": "2026-01-15T09:58:37+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This Capex guidance shows that the AI investment cycle is far from over", "tweet_type": "news_reaction", "timeline": "years", "summary": "Endorses parent's thesis: TSM capex guidance signals AI cycle has years left, bullish TSM and ASML.", "resolved_tickers": ["ASML"], "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": "@StockSavvyShay This Capex guidance shows that the AI investment cycle is far from over.", "reply_text": null, "parent_text": "Holy moly $TSM just said it expects the next three years of capex to be significantly higher than the last three years combined (~$100B). \n\nThe AI factory of the global economy just told you this cycle is nowhere near over.\n\nThat means $ASML keeps building the machines that make", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": -0.050976348058550114, "ret_signed_m1d": -0.050976348058550114, "alpha_spy_m1d": -0.048260535396883464, "alpha_c_m1d": -0.030643870360878567, "bench_spy_m1d": -0.00271581266166665, "bench_c_m1d": -0.020332477697671547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020253800358865925, "ret_signed_p1d": 0.020253800358865925, "alpha_spy_p1d": 0.021091705548027972, "alpha_c_p1d": 0.010213662749925634, "bench_spy_p1d": -0.000837905189162047, "bench_c_p1d": 0.010040137608940292, "ret_p1w": 0.04761187652105203, "ret_signed_p1w": 0.04761187652105203, "alpha_spy_p1w": 0.05232118201084235, "alpha_c_p1w": 0.031441740543421304, "bench_spy_p1w": -0.004709305489790316, "bench_c_p1w": 0.01617013597763073, "ret_p1m": 0.057723965776646624, "ret_signed_p1m": 0.057723965776646624, "alpha_spy_p1m": 0.07287770227713686, "alpha_c_p1m": 0.029192905878788533, "bench_spy_p1m": -0.015153736500490234, "bench_c_p1m": 0.02853105989785809, "ret_p3m": 0.141711195264552, "ret_signed_p3m": 0.141711195264552, "alpha_spy_p3m": 0.13576439962921105, "alpha_c_p3m": 0.0014776092693957743, "bench_spy_p3m": 0.005946795635340951, "bench_c_p3m": 0.14023358599515623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2188, -0.2316, -0.2417, -0.2231, -0.2255, -0.2054, -0.211, -0.1958, -0.1924, -0.2045, -0.1988, -0.2264, -0.2162, -0.2271, -0.2363, -0.2199, -0.2322, -0.221, -0.2341, -0.2438, -0.234, -0.246, -0.2195, -0.2633, -0.2741, -0.2582, -0.2466, -0.2183, -0.2183, -0.204, -0.1829, -0.1673, -0.1432, -0.1664, -0.1743, -0.1591, -0.1653, -0.1594, -0.1568, -0.1883, -0.1831, -0.1919, -0.2374, -0.2218, -0.207, -0.2062, -0.2026, -0.1998, -0.1998, -0.1944, -0.1995, -0.1948, -0.1966, -0.1966, -0.126, -0.0777, -0.0671, -0.0774, -0.1031, -0.0433, -0.0378, -0.0461, -0.051, 0.0, 0.0203, 0.0203, -0.0042, 0.0214, 0.0476, 0.0431, 0.0614, 0.0924, 0.0686, 0.0928, 0.0686, 0.0824, 0.0483, 0.0057, 0.0139, 0.0611, 0.0735, 0.063, 0.0795, 0.0579, 0.0577, 0.0577, 0.0676, 0.1044, 0.0971, 0.1051, 0.1174, 0.1263, 0.1479, 0.1007, 0.0908, 0.0705, 0.0234, 0.0523, 0.029, -0.0279, 0.0207, 0.0403, 0.0427, 0.0163, 0.0119, 0.0344, 0.0446, 0.019, 0.0275, -0.0095, 0.0299, 0.0523, 0.0482, -0.0003, -0.0206, -0.0571, -0.0068, 0.0225, -0.0095, -0.0095, -0.0194, -0.0176, 0.0686, 0.0893, 0.1116, 0.1281, 0.1417, 0.1142, 0.0609, 0.0977, 0.1103, 0.0971, 0.0856, 0.0661, 0.0961, 0.0795, 0.0434, 0.0506, 0.0844, 0.0754, 0.0447, 0.0874, 0.1641, 0.1429, 0.1998, 0.18, 0.1462, 0.1919, 0.1941, 0.1318, 0.1096, 0.0998, 0.1682, 0.1997, 0.2306, 0.2306, 0.2299, 0.2042, 0.2101, 0.2154, 0.2273, 0.2852, 0.301, 0.3244, 0.2372, 0.3181, 0.3397, 0.3069, 0.4315, 0.4044, 0.4263, 0.3594, 0.4076, 0.4542, 0.4542, 0.4539, 0.3403, 0.3284, 0.3875, 0.3524, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:1996661762247348666", "ticker_idx": 0, "ts": "2025-12-04T19:23:54+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Have them at average cost base of $44 but that won't be a problem soon", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds HIMS at $44 avg cost; expects price to rise above that level soon.", "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": "@meeijer They showed great resilience today. Have them at average cost base of $44 but that won’t be a problem soon.", "reply_text": null, "parent_text": "$HIMS is becoming a more complete platform by the day. 🔥\n\nWith the launch of Labs, $HIMS moves even closer to being a true one-stop shop, unlocking massive cross-selling potential.\n\nAs of today, $HIMS operates in:\n\n• US 🇺🇸 \n• UK 🇬🇧 \n• Canada 🇨🇦 \n• Ireland 🇮🇪 \n• France 🇫🇷 https://t.co/p883LB1yD3", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": -0.0737131616490816, "ret_signed_m1d": -0.0737131616490816, "alpha_spy_m1d": -0.07298264589092873, "alpha_c_m1d": -0.07298264589092873, "bench_spy_m1d": -0.000730515758152861, "bench_c_m1d": -0.000730515758152861, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020489747262487645, "ret_signed_p1d": -0.020489747262487645, "alpha_spy_p1d": -0.022389232106803547, "alpha_c_p1d": -0.022389232106803547, "bench_spy_p1d": 0.0018994848443159018, "bench_c_p1d": 0.0018994848443159018, "ret_p1w": -0.0562218884123854, "ret_signed_p1w": -0.0562218884123854, "alpha_spy_p1w": -0.06320620894011209, "alpha_c_p1w": -0.06320620894011209, "bench_spy_p1w": 0.006984320527726684, "bench_c_p1w": 0.006984320527726684, "ret_p1m": -0.16516742965377096, "ret_signed_p1m": -0.16516742965377096, "alpha_spy_p1m": -0.16633442048455727, "alpha_c_p1m": -0.16633442048455727, "bench_spy_p1m": 0.0011669908307863075, "bench_c_p1m": 0.0011669908307863075, "ret_p3m": -0.6046976633216099, "ret_signed_p3m": -0.6046976633216099, "alpha_spy_p3m": -0.6017028544435594, "alpha_c_p3m": -0.6017028544435594, "bench_spy_p3m": -0.002994808878050481, "bench_c_p3m": -0.002994808878050481, "ret_p6m": -0.3465767286502539, "ret_signed_p6m": -0.3465767286502539, "alpha_spy_p6m": -0.4582051835159078, "alpha_c_p6m": -0.4582051835159078, "bench_spy_p6m": 0.11162845486565387, "bench_c_p6m": 0.11162845486565387, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16516742965377096, "alpha_spy_stated": -0.16633442048455727, "alpha_c_stated": -0.16633442048455727, "price_path": [0.2404, 0.1942, 0.1939, 0.2934, 0.3868, 0.3483, 0.2716, 0.2581, 0.4043, 0.4448, 0.4418, 0.3993, 0.3306, 0.3711, 0.4593, 0.4773, 0.4173, 0.407, 0.446, 0.3128, 0.3683, 0.4485, 0.4535, 0.4555, 0.3481, 0.3676, 0.3498, 0.5682, 0.478, 0.2439, 0.2834, 0.2334, 0.1859, 0.2116, 0.2189, 0.2051, 0.1774, 0.1652, 0.1009, 0.1359, 0.1092, 0.0692, 0.0927, 0.0375, 0.0252, 0.0257, -0.0067, -0.025, -0.0992, -0.076, -0.1109, -0.094, -0.1047, -0.1599, -0.1327, -0.056, -0.0732, -0.0405, -0.0405, -0.0065, -0.0627, -0.0927, -0.0737, 0.0, -0.0205, -0.0225, -0.005, -0.0535, -0.0562, -0.0702, -0.0942, -0.079, -0.1262, -0.1312, -0.1114, -0.1242, -0.1304, -0.1337, -0.1337, -0.1427, -0.1479, -0.1744, -0.1887, -0.1887, -0.1652, -0.1327, -0.1139, -0.1139, -0.1537, -0.2081, -0.1919, -0.1954, -0.2174, -0.2196, -0.2159, -0.2159, -0.2386, -0.2781, -0.2374, -0.2599, -0.2434, -0.2584, -0.2836, -0.2536, -0.3231, -0.3393, -0.3618, -0.3903, -0.4133, -0.4248, -0.517, -0.5692, -0.583, -0.6052, -0.5927, -0.5927, -0.5935, -0.6042, -0.6047, -0.6094, -0.6124, -0.6137, -0.6047, -0.6102, -0.6372, -0.5882, -0.6047, -0.589, -0.6032, -0.6067, -0.4463, -0.4135, -0.3533, -0.4043, -0.3811, -0.3783, -0.3758, -0.4215, -0.3963, -0.4498, -0.4388, -0.4668, -0.4793, -0.4788, -0.5157, -0.5307, -0.4813, -0.5042, -0.5217, -0.5217, -0.492, -0.5127, -0.5155, -0.5065, -0.5145, -0.4715, -0.4663, -0.3931, -0.3256, -0.2799, -0.2251, -0.2564, -0.2751, -0.2966, -0.2364, -0.2656, -0.3026, -0.3421, -0.3211, -0.3151, -0.3186, -0.3421, -0.3283, -0.3591, -0.2936, -0.2719, -0.3746, -0.3968, -0.3943, -0.3741, -0.443, -0.4393, -0.4243, -0.4, -0.4065, -0.4065, -0.404, -0.3703, -0.3658, -0.3466]}
{"unit_id": "orig:2018659254341689557", "ticker_idx": 0, "ts": "2026-02-03T12:14:05+00:00", "symbol": "FUBO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Fubo is successfully pivoting from a sports niche to a dominant Pay TV powerhouse. The integration is delivering clear synergies, and the path to sustainable profitability is finally materializing.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FUBO post-earnings: Hulu merger synergies, positive EBITDA inflection, ESPN deal, and expanding subscriber base signal durable path to profitability.", "resolved_tickers": ["FUBO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Broadcasting", "unit_kind": "original", "lang": "en", "tweet_text": "$FUBO just reported a strong quarter, they did beat revenue estimates but failed to beat the EPS estimate. Stock stays flat after the earnings. \n\nFubo is successfully pivoting from a sports niche to a dominant Pay TV powerhouse. The integration is delivering clear synergies, and the path to sustainable profitability is finally materializing.\n\n$FUBO results mark a turning point following the Hulu + Live TV merger. Reported revenue hit $1.54B (+40% YoY), while Pro Forma Revenue reached $1.68B.\n\nMost importantly, Pro Forma Adjusted EBITDA turned positive at $41.4M, signaling operational efficiency despite a $19M net loss. \n\nWith 6.2M subscribers and a new ESPN reseller deal, Fubo is expanding its reach into the mainstream. To attract broader investment, the board approved a reverse stock split.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2824858787502771, "ret_signed_m1d": 0.2824858787502771, "alpha_spy_m1d": 0.2739583006504438, "alpha_c_m1d": 0.2739583006504438, "bench_spy_m1d": 0.008527578099833288, "bench_c_m1d": 0.008527578099833288, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08474572770514621, "ret_signed_p1d": -0.08474572770514621, "alpha_spy_p1d": -0.07990187397915283, "alpha_c_p1d": -0.07990187397915283, "bench_spy_p1d": -0.004843853725993386, "bench_c_p1d": -0.004843853725993386, "ret_p1w": -0.14124293937513854, "ret_signed_p1w": -0.14124293937513854, "alpha_spy_p1w": -0.14499909953118684, "alpha_c_p1w": -0.14499909953118684, "bench_spy_p1w": 0.003756160156048294, "bench_c_p1w": 0.003756160156048294, "ret_p1m": -0.2994350153113221, "ret_signed_p1m": -0.2994350153113221, "alpha_spy_p1m": -0.2930538144435165, "alpha_c_p1m": -0.2930538144435165, "bench_spy_p1m": -0.006381200867805581, "bench_c_p1m": -0.006381200867805581, "ret_p3m": -0.3493408736465031, "ret_signed_p3m": -0.3493408736465031, "alpha_spy_p3m": -0.39732735467348945, "alpha_c_p3m": -0.39732735467348945, "bench_spy_p3m": 0.04798648102698633, "bench_c_p3m": 0.04798648102698633, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.2994350153113221, "alpha_spy_stated": -0.2930538144435165, "alpha_c_stated": -0.2930538144435165, "price_path": [1.1299, 1.1921, 1.226, 1.1808, 1.2203, 1.1017, 1.0395, 0.8983, 1.0, 0.9266, 0.8305, 0.7853, 0.7514, 0.7571, 0.7006, 0.7006, 0.7175, 0.6384, 0.6271, 0.6158, 0.6384, 0.6102, 0.6045, 0.6271, 0.565, 0.548, 0.5028, 0.452, 0.5141, 0.4915, 0.4802, 0.5311, 0.4972, 0.5254, 0.5141, 0.5141, 0.4972, 0.452, 0.4181, 0.4237, 0.4237, 0.4633, 0.4294, 0.4124, 0.4124, 0.4011, 0.4463, 0.4859, 0.452, 0.4576, 0.5028, 0.5085, 0.5085, 0.452, 0.4576, 0.4463, 0.4011, 0.2825, 0.339, 0.3164, 0.3051, 0.2599, 0.2825, 0.0, -0.0847, -0.0847, -0.1073, -0.1582, -0.1412, -0.2203, -0.2486, -0.2429, -0.2429, -0.2486, -0.2542, -0.2825, -0.2994, -0.3333, -0.3446, -0.3333, -0.3277, -0.339, -0.339, -0.322, -0.2994, -0.2994, -0.3333, -0.339, -0.339, -0.339, -0.3503, -0.3277, -0.339, -0.339, -0.3559, -0.3503, -0.3616, -0.3785, -0.4341, -0.4892, -0.5452, -0.5631, -0.5923, -0.5546, -0.5669, -0.54, -0.54, -0.4317, -0.4134, -0.4327, -0.4331, -0.4492, -0.4473, -0.4313, -0.3814, -0.4021, -0.3832, -0.3743, -0.3856, -0.3861, -0.4223, -0.4346, -0.4539, -0.459, -0.4421, -0.42, -0.3493, -0.395, -0.4162, -0.5089, -0.492, -0.516, -0.5315, -0.5372, -0.5334, -0.5395, -0.5471, -0.5584, -0.5669, -0.5687, -0.5697, -0.541, -0.541, -0.5518, -0.5363, -0.5089, -0.525, -0.4576, -0.4953, -0.5377, -0.5217, -0.5508, -0.5433, -0.5419, -0.5301, -0.5071, -0.5372, -0.533, -0.5631, -0.581, -0.5659, -0.5659, -0.5847, -0.5899, -0.588, -0.6191, -0.5334, null, 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:2019907262521716748", "ticker_idx": 0, "ts": "2026-02-06T22:53:14+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If it is the outside world, this price is a massive opportunity", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Implies HIMS selloff is market overreaction to one category; current price is a massive 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": "@moninvestor Is the company focussing too much on this category? Or is the outside world? \n\nIf it is the outside world, this price is a massive opportunity.", "reply_text": null, "parent_text": "$HIMS down 13.34% after hours.\n\nVery disappointing. The stock price is once again being dictated by a single category.\n\nManagement really needs to focus on the core of the business, the part that makes it the Netflix of healthcare. https://t.co/s3eDWIBPCk", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.19089501027531042, "ret_signed_m1d": 0.19089501027531042, "alpha_spy_m1d": 0.1956936875023504, "alpha_c_m1d": 0.1956936875023504, "bench_spy_m1d": -0.004798677227039971, "bench_c_m1d": -0.004798677227039971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1081220983361072, "ret_signed_p1d": -0.1081220983361072, "alpha_spy_p1d": -0.10548495237792577, "alpha_c_p1d": -0.10548495237792577, "bench_spy_p1d": -0.0026371459581814305, "bench_c_p1d": -0.0026371459581814305, "ret_p1w": -0.15675120013474786, "ret_signed_p1w": -0.15675120013474786, "alpha_spy_p1w": -0.13917061023636534, "alpha_c_p1w": -0.13917061023636534, "bench_spy_p1w": -0.017580589898382515, "bench_c_p1w": -0.017580589898382515, "ret_p1m": 0.21417482700407042, "ret_signed_p1m": 0.21417482700407042, "alpha_spy_p1m": 0.23834089867343022, "alpha_c_p1m": 0.23834089867343022, "bench_spy_p1m": -0.0241660716693598, "bench_c_p1m": -0.0241660716693598, "ret_p3m": 0.32695290842052493, "ret_signed_p3m": 0.32695290842052493, "alpha_spy_p3m": 0.26984802163211774, "alpha_c_p3m": 0.26984802163211774, "bench_spy_p3m": 0.057104886788407194, "bench_c_p3m": 0.057104886788407194, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.21417482700407042, "alpha_spy_stated": 0.23834089867343022, "alpha_c_stated": 0.23834089867343022, "price_path": [1.0186, 0.865, 0.9131, 0.8407, 0.8758, 0.8536, 0.7393, 0.7957, 0.9545, 0.9188, 0.9865, 0.9865, 1.0569, 0.9405, 0.8784, 0.9177, 1.0704, 1.0279, 1.0238, 1.06, 0.9596, 0.954, 0.925, 0.8753, 0.9069, 0.8091, 0.7988, 0.8396, 0.8132, 0.8003, 0.7936, 0.7936, 0.775, 0.7641, 0.7093, 0.6798, 0.6798, 0.7284, 0.7957, 0.8345, 0.8345, 0.7522, 0.6394, 0.673, 0.6658, 0.6203, 0.6156, 0.6234, 0.6234, 0.5763, 0.4946, 0.5789, 0.5323, 0.5665, 0.5354, 0.4832, 0.5453, 0.4014, 0.3678, 0.3213, 0.2623, 0.2147, 0.1909, 0.0, -0.1081, -0.1366, -0.1826, -0.1568, -0.1568, -0.1583, -0.1805, -0.1816, -0.1914, -0.1976, -0.2002, -0.1816, -0.193, -0.2488, -0.1474, -0.1816, -0.149, -0.1785, -0.1857, 0.1464, 0.2142, 0.3389, 0.2333, 0.2814, 0.2871, 0.2923, 0.1976, 0.2499, 0.1392, 0.1619, 0.104, 0.0781, 0.0792, 0.0026, -0.0285, 0.074, 0.0264, -0.0098, -0.0098, 0.0517, 0.0088, 0.0031, 0.0217, 0.0052, 0.0942, 0.105, 0.2566, 0.3963, 0.4909, 0.6042, 0.5396, 0.5008, 0.4563, 0.581, 0.5204, 0.4439, 0.3621, 0.4056, 0.418, 0.4108, 0.3621, 0.3906, 0.327, 0.4625, 0.5075, 0.2949, 0.2488, 0.254, 0.2959, 0.1531, 0.1609, 0.1919, 0.2421, 0.2287, 0.2287, 0.2338, 0.3037, 0.313, 0.3528, 0.4361, 0.4232, 0.4232, 0.449, 0.3549, 0.4056, 0.4992, 0.4371, 0.4935, 0.3875, 0.5608, 0.628, 0.6498, 0.835, 0.835, 0.7351, 0.7051, 0.6917, 0.6922, 0.7558, null, null, null, null, null, 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:2000226564982616239", "ticker_idx": 0, "ts": "2025-12-14T15:29:10+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great opportunity to add at these levels imo.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Sees HIMS dip as a buying opportunity; trusts the strategy and growth initiatives.", "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": "@dividenddude Like most companies who see revenue grow this fast, they need some time to adapt now. They show great initiatives to keep growing and I trust the strategy. Great opportunity to add at these levels imo.", "reply_text": null, "parent_text": "Fintwit favorite Hims &amp; Hers Health $HIMS has really been struggling. What previously was one of the highest fliers is now crashing… 😳 https://t.co/9UiViDioRe", "quoted_text": null, "parent_author": "DudeWhoInvests", "ret_m1d": 0.026482733364763034, "ret_signed_m1d": 0.026482733364763034, "alpha_spy_m1d": 0.02496954841420007, "alpha_c_m1d": 0.02496954841420007, "bench_spy_m1d": 0.0015131849505629624, "bench_c_m1d": 0.0015131849505629624, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01682760304418096, "ret_signed_p1d": 0.01682760304418096, "alpha_spy_p1d": 0.019559888189411234, "alpha_c_p1d": 0.019559888189411234, "bench_spy_p1d": -0.002732285145230273, "bench_c_p1d": -0.002732285145230273, "ret_p1w": -0.03310346932246766, "ret_signed_p1w": -0.03310346932246766, "alpha_spy_p1w": -0.04209922638368857, "alpha_c_p1w": -0.04209922638368857, "bench_spy_p1w": 0.00899575706122091, "bench_c_p1w": 0.00899575706122091, "ret_p1m": -0.11172411688442885, "ret_signed_p1m": -0.11172411688442885, "alpha_spy_p1m": -0.13389158029808834, "alpha_c_p1m": -0.13389158029808834, "bench_spy_p1m": 0.022167463413659494, "bench_c_p1m": 0.022167463413659494, "ret_p3m": -0.34234482337688577, "ret_signed_p3m": -0.34234482337688577, "alpha_spy_p3m": -0.32368567447968555, "alpha_c_p3m": -0.32368567447968555, "bench_spy_p3m": -0.018659148897200217, "bench_c_p3m": -0.018659148897200217, "ret_p6m": -0.20055173676589444, "ret_signed_p6m": -0.20055173676589444, "alpha_spy_p6m": -0.28945157862188475, "alpha_c_p6m": -0.28945157862188475, "bench_spy_p6m": 0.08889984185599031, "bench_c_p6m": 0.08889984185599031, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11172411688442885, "alpha_spy_stated": -0.13389158029808834, "alpha_c_stated": -0.13389158029808834, "price_path": [0.389, 0.5503, 0.595, 0.5917, 0.5448, 0.469, 0.5137, 0.611, 0.6309, 0.5647, 0.5534, 0.5964, 0.4494, 0.5106, 0.5992, 0.6047, 0.6069, 0.4883, 0.5098, 0.4902, 0.7313, 0.6317, 0.3732, 0.4168, 0.3617, 0.3092, 0.3377, 0.3457, 0.3305, 0.2999, 0.2863, 0.2154, 0.2541, 0.2246, 0.1804, 0.2063, 0.1454, 0.1319, 0.1324, 0.0966, 0.0764, -0.0055, 0.0201, -0.0185, 0.0003, -0.0116, -0.0726, -0.0425, 0.0422, 0.0232, 0.0593, 0.0593, 0.0968, 0.0348, 0.0017, 0.0226, 0.104, 0.0814, 0.0792, 0.0985, 0.045, 0.0419, 0.0265, 0.0, 0.0168, -0.0353, -0.0408, -0.019, -0.0331, -0.04, -0.0436, -0.0436, -0.0535, -0.0593, -0.0886, -0.1043, -0.1043, -0.0783, -0.0425, -0.0218, -0.0218, -0.0657, -0.1258, -0.1079, -0.1117, -0.136, -0.1385, -0.1343, -0.1343, -0.1594, -0.203, -0.1581, -0.1829, -0.1647, -0.1812, -0.2091, -0.176, -0.2527, -0.2706, -0.2954, -0.3269, -0.3523, -0.365, -0.4668, -0.5244, -0.5396, -0.5641, -0.5503, -0.5503, -0.5512, -0.563, -0.5636, -0.5688, -0.5721, -0.5735, -0.5636, -0.5697, -0.5994, -0.5454, -0.5636, -0.5462, -0.5619, -0.5658, -0.3887, -0.3526, -0.2861, -0.3423, -0.3167, -0.3137, -0.3109, -0.3614, -0.3335, -0.3926, -0.3804, -0.4113, -0.4251, -0.4246, -0.4654, -0.4819, -0.4273, -0.4527, -0.472, -0.472, -0.4392, -0.4621, -0.4651, -0.4552, -0.464, -0.4166, -0.4108, -0.3299, -0.2554, -0.205, -0.1446, -0.179, -0.1997, -0.2234, -0.157, -0.1892, -0.2301, -0.2737, -0.2505, -0.2439, -0.2477, -0.2737, -0.2585, -0.2924, -0.2201, -0.1961, -0.3095, -0.3341, -0.3313, -0.309, -0.3851, -0.381, -0.3644, -0.3377, -0.3448, -0.3448, -0.3421, -0.3048, -0.2999, -0.2786, -0.2342, -0.2411, -0.2411, -0.2273, -0.2775, -0.2505, -0.2006]}
{"unit_id": "orig:2019522377583833452", "ticker_idx": 0, "ts": "2026-02-05T21:23:50+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this is a massive overreaction. The core business has never been stronger. Securing three point six billion dollars in low interest financing and customer prepayments effectively de risks the entire $MSFT expansion.", "tweet_type": "analysis", "timeline": "months", "summary": "Long IREN: 14% drop is a massive overreaction to non-cash items; core business strong, Sweetwater on track, $4B+ cash, gigawatt-scale power secured.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN currently down 14% due to a heavy miss on Q4 earnings. According to me, this is a massive overreaction. \n\nThe market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This drop is a classic overreaction to non cash accounting items like convertible note adjustments and legacy mining impairments which do not reflect the actual health of the company. \n\nThe core business has never been stronger. Securing three point six billion dollars in low interest financing and customer prepayments effectively de risks the entire $MSFT expansion.\n\nThe Sweetwater build out is the real engine here and it remains perfectly on track for its April energization. This gives $IREN the rarest commodity in tech which is shovel ready power at a gigawatt scale. \n\nWhile short term traders flee due to crypto correlation long term investors see a company with over four billion dollars in cash and secured power that dwarfs most competitors. The shift to a massive annual revenue target remains intact despite the noise. This is a rotation from weak hands to those who value the infrastructure.", "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": 0.09845333398750444, "alpha_c_p1d": 0.10917269747282521, "bench_spy_p1d": 0.004821815563577747, "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": -0.053597422701589625, "alpha_c_p1m": 0.0009491804664201187, "bench_spy_p1m": -0.017882413482567916, "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": -0.053597422701589625, "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": "orig:2021559071485108639", "ticker_idx": 0, "ts": "2026-02-11T12:16:56+00:00", "symbol": "U", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the market remains skeptical of the turnaround's speed", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bearish U near-term: weak 2026 guidance, Grow segment plateauing, legacy ironSource dragging AI gains; market skeptical of turnaround pace.", "resolved_tickers": ["U"], "resolution_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": "$U just dropped 20% after a Q4 double beat due to a bad 2026 forecast. \n\nDespite beating expectations on both profit and revenue, Unity’s stock plummeted 20% because Wall Street looks forward, not backward. \n\nWhile the new Vector AI is a hit and Unity 6 adoption is record-breaking, the company’s forecast for early 2026 was a cold shower.\n\nManagement expects revenue to actually shrink in the next quarter compared to this one. Investors are worried that the Grow segment (their advertising business) is hitting a plateau, especially as the older ironSource technology continues to lose steam.\n\n Essentially, $U is running a race with one foot stuck in the past. Until the legacy baggage stops dragging down the AI-driven gains, the market remains skeptical of the turnaround’s speed.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.3573096531084259, "ret_signed_m1d": -0.3573096531084259, "alpha_spy_m1d": -0.35707847753496735, "alpha_c_m1d": -0.35707847753496735, "bench_spy_m1d": 0.0002311755734585308, "bench_c_m1d": 0.0002311755734585308, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08220458857661195, "ret_signed_p1d": 0.08220458857661195, "alpha_spy_p1d": 0.06675572887872572, "alpha_c_p1d": 0.06675572887872572, "bench_spy_p1d": -0.01544885969788623, "bench_c_p1d": -0.01544885969788623, "ret_p1w": -0.13358246757284586, "ret_signed_p1w": 0.13358246757284586, "alpha_spy_p1w": 0.12538828221933918, "alpha_c_p1w": 0.12538828221933918, "bench_spy_p1w": -0.008194185353506689, "bench_c_p1w": -0.008194185353506689, "ret_p1m": -0.09248012874113387, "ret_signed_p1m": 0.09248012874113387, "alpha_spy_p1m": 0.05505016975240773, "alpha_c_p1m": 0.05505016975240773, "bench_spy_p1m": -0.03742995898872614, "bench_c_p1m": -0.03742995898872614, "ret_p3m": 0.25502106635845, "ret_signed_p3m": -0.25502106635845, "alpha_spy_p3m": -0.1836889035934659, "alpha_c_p3m": -0.1836889035934659, "bench_spy_p3m": 0.07133216276498411, "bench_c_p3m": 0.07133216276498411, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.25502106635845, "alpha_spy_stated": -0.1836889035934659, "alpha_c_stated": -0.1836889035934659, "price_path": [0.7151, 0.7128, 0.7282, 0.8319, 0.7613, 0.8108, 0.9426, 0.9888, 0.9837, 0.9837, 0.986, 1.0149, 1.0747, 1.0841, 1.0621, 1.1383, 1.2905, 1.3106, 1.2877, 1.2994, 1.156, 1.1121, 1.0817, 1.0448, 1.0803, 1.1681, 1.1597, 1.1112, 1.1224, 1.1224, 1.1088, 1.1042, 1.1079, 1.0631, 1.0631, 1.0668, 1.1443, 1.1275, 1.1186, 1.1149, 1.0859, 1.2088, 1.1331, 0.9636, 1.0542, 0.9127, 0.9127, 0.9402, 0.9612, 0.9678, 0.9776, 1.0084, 0.9267, 0.8758, 0.7936, 0.3592, 0.3456, 0.2083, 0.1649, 0.0841, 0.1728, 0.2858, 0.3573, 0.0, -0.0822, -0.1275, -0.1275, -0.1425, -0.1336, -0.1364, -0.1476, -0.1999, -0.1457, -0.1322, -0.0855, -0.1485, -0.1186, -0.0649, -0.0481, -0.0318, -0.0729, -0.0075, -0.0346, -0.064, -0.0925, -0.0925, -0.0771, -0.0617, -0.0794, -0.1056, -0.1411, -0.1289, -0.1527, -0.1686, -0.1999, -0.0915, -0.0406, 0.0248, 0.0257, 0.0626, 0.0626, 0.0271, 0.028, 0.0388, 0.0075, 0.0098, 0.0649, 0.0906, 0.1798, 0.2111, 0.2106, 0.2391, 0.1868, 0.206, 0.1355, 0.2149, 0.2443, 0.2396, 0.2195, 0.234, 0.2672, 0.2947, 0.277, 0.2742, 0.2485, 0.3153, 0.255, 0.2536, 0.256, 0.2742, 0.2686, 0.2518, 0.2237, 0.2251, 0.1929, 0.1943, 0.1943, 0.2504, 0.2966, 0.3984, 0.4232, 0.5026, 0.4372, 0.3648, 0.4026, 0.3624, 0.3452, 0.3284, 0.2452, 0.2475, 0.2723, 0.3307, 0.3106, 0.2363, 0.2835, 0.2835, 0.2676, 0.2896, 0.2681, 0.2475, 0.3185, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1981458165842477259", "ticker_idx": 0, "ts": "2025-10-23T20:30:15+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "cybersecurity is the safest bet on AI", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long CRWD and cybersecurity broadly as the safest AI play; reiterates conviction at all-time highs.", "resolved_tickers": ["CRWD"], "resolution_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": "$CRWD ends at all-time high today! I keep repeating: cybersecurity is the safest bet on AI. https://t.co/UeLH7oNKMA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010126729085372044, "ret_signed_m1d": -0.010126729085372044, "alpha_spy_m1d": -0.002020423615712641, "alpha_c_m1d": -0.002020423615712641, "bench_spy_m1d": -0.008106305469659403, "bench_c_m1d": -0.008106305469659403, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004513397651815465, "ret_signed_p1d": 0.004513397651815465, "alpha_spy_p1d": -0.007284266840969167, "alpha_c_p1d": -0.007284266840969167, "bench_spy_p1d": 0.011797664492784632, "bench_c_p1d": 0.011797664492784632, "ret_p1w": 0.029754233147765596, "ret_signed_p1w": 0.029754233147765596, "alpha_spy_p1w": 0.02265211763366226, "alpha_c_p1w": 0.02265211763366226, "bench_spy_p1w": 0.007102115514103335, "bench_c_p1w": 0.007102115514103335, "ret_p1m": -0.03887582438607484, "ret_signed_p1m": -0.03887582438607484, "alpha_spy_p1m": -0.02629541694901727, "alpha_c_p1m": -0.02629541694901727, "bench_spy_p1m": -0.012580407437057572, "bench_c_p1m": -0.012580407437057572, "ret_p3m": -0.1544413284348103, "ret_signed_p3m": -0.1544413284348103, "alpha_spy_p3m": -0.16946574030989492, "alpha_c_p3m": -0.16946574030989492, "bench_spy_p3m": 0.015024411875084631, "bench_c_p3m": 0.015024411875084631, "ret_p6m": -0.17858228802199538, "ret_signed_p6m": -0.17858228802199538, "alpha_spy_p6m": -0.23100807328654605, "alpha_c_p6m": -0.23100807328654605, "bench_spy_p6m": 0.05242578526455066, "bench_c_p6m": 0.05242578526455066, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03887582438607484, "alpha_spy_stated": -0.02629541694901727, "alpha_c_stated": -0.02629541694901727, "price_path": [-0.1172, -0.1217, -0.138, -0.153, -0.1374, -0.1623, -0.1434, -0.194, -0.195, -0.1913, -0.1736, -0.1805, -0.1943, -0.1885, -0.1915, -0.2062, -0.2051, -0.2148, -0.2025, -0.2057, -0.2081, -0.1986, -0.1618, -0.1965, -0.1965, -0.2158, -0.2164, -0.2178, -0.208, -0.1882, -0.1969, -0.1943, -0.1781, -0.173, -0.1565, -0.1561, -0.1552, -0.0468, -0.047, -0.0648, -0.082, -0.0967, -0.1028, -0.087, -0.0737, -0.0701, -0.0519, -0.0579, -0.071, -0.0595, -0.081, -0.0329, -0.0345, -0.0638, -0.0355, -0.0728, -0.0726, -0.0855, -0.0809, -0.045, -0.0443, -0.0516, -0.0101, 0.0, 0.0045, 0.0372, 0.0345, 0.0215, 0.0298, 0.0467, 0.0125, 0.0129, 0.0099, 0.0237, 0.0573, 0.0558, 0.0352, 0.0047, 0.0194, 0.0047, -0.0259, -0.0128, -0.0493, -0.0695, -0.0389, -0.0284, -0.0489, -0.0489, -0.0344, -0.044, -0.0204, -0.006, -0.0269, -0.029, -0.023, -0.0177, -0.0148, -0.0183, -0.0427, -0.0756, -0.0736, -0.1087, -0.0949, -0.0873, -0.0838, -0.0919, -0.0952, -0.0952, -0.0875, -0.0975, -0.098, -0.1111, -0.1111, -0.1398, -0.1342, -0.1309, -0.0918, -0.1203, -0.1075, -0.1144, -0.1125, -0.1263, -0.1371, -0.1393, -0.1393, -0.1604, -0.1544, -0.1395, -0.1419, -0.1119, -0.0961, -0.1102, -0.1568, -0.1629, -0.1678, -0.2002, -0.2123, -0.2848, -0.25, -0.2262, -0.2161, -0.2115, -0.2196, -0.1852, -0.1852, -0.2144, -0.2116, -0.1995, -0.2631, -0.3356, -0.3358, -0.311, -0.2773, -0.2946, -0.2702, -0.2577, -0.2269, -0.1918, -0.1865, -0.1767, -0.1726, -0.1617, -0.1627, -0.1622, -0.1962, -0.1785, -0.1735, -0.188, -0.2244, -0.2162, -0.2547, -0.2683, -0.2554, -0.2991, -0.2793, -0.2596, -0.2541, -0.2431, -0.2431, -0.2441, -0.1974, -0.1912, -0.2515, -0.2812, -0.2372, -0.2443, -0.2203, -0.2069, -0.196, -0.1786]}
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{"unit_id": "reply:1994888694583431442", "ticker_idx": 0, "ts": "2025-11-29T21:58:22+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I can really see them go all the way", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds PLTR long (avg $30.14); bullish on ubiquitous enterprise adoption unless a major competitor emerges.", "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": "@meeijer My average cost basis is $30.14 for $PLTR so I’m relaxed about the valuation. I work in a big corporate and I really think every company can use commercial $PLTR platform. Unless a big competitor pops up, that can do better than what they do, I can really see them go all the way.", "reply_text": null, "parent_text": "@Kaizen_Investor What's your opinion on $PLTR's valuation?", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": 0.005731634268274721, "ret_signed_m1d": 0.005731634268274721, "alpha_spy_m1d": 0.001145133970915202, "alpha_c_m1d": 0.001145133970915202, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004586500297359519, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01910559939872236, "ret_signed_p1d": 0.01910559939872236, "alpha_spy_p1d": 0.017253231894654553, "alpha_c_p1d": 0.017253231894654553, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.001852367504067809, "ret_p1w": 0.08358707708425861, "ret_signed_p1w": 0.08358707708425861, "alpha_spy_p1w": 0.0786477621128483, "alpha_c_p1w": 0.0786477621128483, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.0049393149714103135, "ret_p1m": 0.07970619384373623, "ret_signed_p1m": 0.07970619384373623, "alpha_spy_p1m": 0.06681407425801655, "alpha_c_p1m": 0.06681407425801655, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.012892119585719675, "ret_p3m": -0.18836946693541956, "ret_signed_p3m": -0.18836946693541956, "alpha_spy_p3m": -0.20463775155590225, "alpha_c_p3m": -0.20463775155590225, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.016268284620482687, "ret_p6m": -0.18442891143680318, "ret_signed_p6m": -0.18442891143680318, "alpha_spy_p6m": -0.2940823551522782, "alpha_c_p6m": -0.2940823551522782, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.10965344371547503, "ret_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": [-0.0752, -0.0678, -0.0859, -0.068, -0.0306, -0.0045, -0.0187, 0.0235, 0.0222, 0.0165, 0.005, 0.0566, 0.089, 0.0707, 0.0899, 0.0721, 0.0694, 0.0602, 0.0679, 0.0891, 0.1042, 0.1168, 0.0333, 0.0719, 0.0876, 0.0959, 0.1073, 0.0475, 0.058, 0.0731, 0.0724, 0.0635, 0.0636, 0.0842, 0.0837, 0.0478, 0.0776, 0.1023, 0.1295, 0.132, 0.187, 0.1616, 0.1969, 0.237, 0.1388, 0.1219, 0.0451, 0.0623, 0.1559, 0.1401, 0.0996, 0.0278, 0.0389, 0.0224, -0.001, -0.0124, -0.0701, -0.0755, -0.0313, -0.0235, -0.0103, -0.0103, 0.0057, 0.0, 0.0191, 0.0513, 0.0623, 0.0852, 0.0836, 0.0857, 0.1219, 0.1197, 0.096, 0.0941, 0.121, 0.0585, 0.1087, 0.1546, 0.1582, 0.1591, 0.1593, 0.1593, 0.1267, 0.0996, 0.0797, 0.0613, 0.0613, 0.0022, 0.0391, 0.073, 0.0847, 0.0559, 0.0597, 0.0712, 0.0685, 0.0651, 0.0572, 0.0207, 0.0207, 0.0062, -0.0129, -0.0095, 0.0126, -0.0001, -0.0107, -0.0605, -0.0933, -0.1248, -0.1178, -0.0574, -0.1669, -0.2238, -0.1886, -0.1468, -0.1671, -0.1899, -0.229, -0.2154, -0.2154, -0.2058, -0.1917, -0.1946, -0.1925, -0.2203, -0.2308, -0.1988, -0.1884, -0.1809, -0.1333, -0.121, -0.0854, -0.0885, -0.0617, -0.066, -0.0976, -0.0949, -0.0835, -0.0988, -0.0882, -0.0741, -0.0879, -0.0705, -0.1004, -0.0397, -0.0759, -0.0748, -0.119, -0.1459, -0.1788, -0.1266, -0.1254, -0.1136, -0.1136, -0.1168, -0.104, -0.1596, -0.2209, -0.2354, -0.2097, -0.1898, -0.1513, -0.1477, -0.126, -0.129, -0.1285, -0.0888, -0.1548, -0.1457, -0.1456, -0.1571, -0.1762, -0.1694, -0.1398, -0.1281, -0.1885, -0.2012, -0.1817, -0.1773, -0.1827, -0.188, -0.2235, -0.2016, -0.2, -0.1931, -0.1924, -0.1811, -0.1796, -0.1828, -0.1828, -0.1844]}
{"unit_id": "quote:2029325532593320308", "ticker_idx": 0, "ts": "2026-03-04T22:38:04+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 has secured $9.3 billion in funding over the last eight months. The fact that they have the war chest to front this hardware and are willing to pull the trigger on it, means they likely have very strong demand signals or term sheets in progress with potential enterprise clients or hyperscalers.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish IREN: 150K GPU expansion signals imminent major cloud contracts, backed by $9.3B war chest and strong hyperscaler demand signals.", "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": "Big moment for $IREN. \n\nThis is a massive indicator that IREN is actively hunting for, or is already negotiating, major new cloud contracts.\n\nIREN is buying the hardware before having all the customer signatures on the dotted line. In the AI infrastructure world, high-end GPUs are heavily supply-constrained. By securing the hardware now, IREN can promise future clients a guaranteed, fast timeline for deployment. As their CEO noted today, early procurement increases execution certainty.\n\nIREN has secured $9.3 billion in funding over the last eight months. The fact that they have the war chest to front this hardware and are willing to pull the trigger on it, means they likely have very strong demand signals or term sheets in progress with potential enterprise clients or hyperscalers.", "reply_text": null, "parent_text": null, "quoted_text": "To meet growing demand for our vertically integrated offering, $IREN is expanding to 150,000 GPUs with the addition of 50,000 @NVIDIA B300 GPUs.\n\nTime-to-compute is increasingly important in today’s AI Cloud market and this expansion positions $IREN among the largest AI https://t.co/jbYvR6ZwIO", "parent_author": null, "ret_m1d": 0.09258567358474501, "ret_signed_m1d": 0.09258567358474501, "alpha_spy_m1d": 0.08697892130962215, "alpha_c_m1d": 0.08731533189166374, "bench_spy_m1d": 0.0056067522751228616, "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": -0.08535823643764606, "ret_signed_p1d": -0.08535823643764606, "alpha_spy_p1d": -0.0722511077072262, "alpha_c_p1d": -0.0724751873109053, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.012883049126740764, "ret_p1w": 0.03102801076348327, "ret_signed_p1w": 0.03102801076348327, "alpha_spy_p1w": 0.05341143030327833, "alpha_c_p1w": 0.0778755508964094, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.046847540132926135, "ret_p1m": -0.13345793251679328, "ret_signed_p1m": -0.13345793251679328, "alpha_spy_p1m": -0.09868823309743502, "alpha_c_p1m": -0.10524401812674233, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.028213914390050943, "ret_p3m": 0.6598130460840148, "ret_signed_p3m": 0.6598130460840148, "alpha_spy_p3m": 0.541901393117439, "alpha_c_p3m": 0.6501600537450161, "bench_spy_p3m": 0.1179116529665758, "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": -0.13345793251679328, "alpha_spy_stated": -0.09868823309743502, "alpha_c_stated": -0.10524401812674233, "price_path": [0.1549, 0.1674, 0.0946, 0.0951, 0.0001, -0.1158, -0.0881, -0.1581, -0.1078, -0.0051, 0.0477, 0.0485, 0.0462, 0.0462, 0.0044, -0.0178, -0.0455, -0.0587, -0.0587, 0.0642, 0.2022, 0.1442, 0.0872, 0.1384, 0.1472, 0.2543, 0.3206, 0.3179, 0.2932, 0.441, 0.441, 0.3523, 0.3328, 0.3024, 0.4126, 0.3049, 0.4951, 0.5686, 0.4913, 0.3393, 0.3229, 0.3555, 0.12, -0.0083, 0.0425, 0.1502, 0.0699, 0.0634, -0.0024, 0.0522, 0.0522, 0.0211, 0.0487, 0.0789, -0.0036, 0.0557, 0.1327, 0.0973, 0.1026, 0.0206, 0.0315, -0.0318, 0.0926, 0.0, -0.0854, -0.032, -0.05, 0.0462, 0.031, 0.0363, 0.12, 0.0707, 0.052, 0.0383, 0.029, 0.0507, 0.0248, 0.0325, -0.0667, -0.1255, -0.212, -0.1457, -0.1504, -0.1335, -0.1335, -0.1245, -0.1093, -0.0821, -0.0764, -0.0201, 0.0734, 0.1806, 0.2167, 0.1888, 0.1993, 0.2142, 0.1257, 0.206, 0.2964, 0.2621, 0.2052, 0.1075, 0.0682, 0.1342, 0.1379, 0.2331, 0.3642, 0.5198, 0.4168, 0.5252, 0.3745, 0.4096, 0.375, 0.4555, 0.3194, 0.2576, 0.1898, 0.3136, 0.447, 0.4163, 0.4163, 0.4898, 0.6907, 0.5963, 0.5836, 0.6282, 0.6598, 0.6319, 0.5417, 0.3545, 0.4751, 0.3463, 0.284, 0.4133, 0.4896, 0.5165, 0.4749, 0.4482, 0.4943, 0.4943, 0.4173, 0.3637, 0.2536, 0.1898, 0.1766, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:1995544002364363218", "ticker_idx": 0, "ts": "2025-12-01T17:22:20+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 have both in my portfolio. I see $NBIS as the safer option", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both NBIS and IREN; views NBIS as safer, IREN as higher upside.", "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": "@InvestingVisual Thanks for writing this. I have both in my portfolio. I see $NBIS as the safer option but $IREN has the higher potential. Let’s see how it turns out.", "reply_text": null, "parent_text": "$NBIS: A two-sides business.\n \nI’m seeing a lot of debate right now focused around $NBIS and $IREN. \n\nHere's my take as a $NBIS investor (~ 8 min. read)\n📜👇\n \nIn short:\n\n$NBIS is running two synchronized timelines:  \n• Today (2025 – 2031+): bare metal infrastructure as a", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": -0.052720905630066484, "ret_signed_m1d": -0.052720905630066484, "alpha_spy_m1d": -0.057307405927426, "alpha_c_m1d": -0.05742271881503813, "bench_spy_m1d": 0.004586500297359519, "bench_c_m1d": 0.004701813184971648, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.036944628270231594, "ret_signed_p1d": -0.036944628270231594, "alpha_spy_p1d": -0.0387969957742994, "alpha_c_p1d": -0.04025333893149108, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": 0.003308710661259484, "ret_p1w": 0.0017973070637373745, "ret_signed_p1w": 0.0017973070637373745, "alpha_spy_p1w": -0.003142007907672939, "alpha_c_p1w": -0.010479664481659379, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.012276971545396753, "ret_p1m": -0.1495756677853144, "ret_signed_p1m": -0.1495756677853144, "alpha_spy_p1m": -0.16246778737103407, "alpha_c_p1m": -0.18286212419849268, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.03328645641317829, "ret_p3m": 0.047229112885403435, "ret_signed_p3m": 0.047229112885403435, "alpha_spy_p3m": 0.030960828264920748, "alpha_c_p3m": 0.027656903883158, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": 0.019572209002245433, "ret_p6m": 1.0774837183085886, "ret_signed_p6m": 1.0774837183085886, "alpha_spy_p6m": 0.9678302745931135, "alpha_c_p6m": 1.0649106714204966, "bench_spy_p6m": 0.10965344371547503, "bench_c_p6m": 0.012573046888092021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1495756677853144, "alpha_spy_stated": -0.16246778737103407, "alpha_c_stated": -0.18286212419849268, "price_path": [-0.3445, -0.3519, -0.3463, -0.3604, -0.0442, -0.0675, -0.1094, -0.0973, -0.0918, -0.107, -0.0606, -0.0602, -0.0084, 0.0644, 0.0764, 0.1306, 0.0778, 0.0754, 0.1005, 0.121, 0.1544, 0.2568, 0.2779, 0.2475, 0.1752, 0.2182, 0.3244, 0.2939, 0.3526, 0.2796, 0.2564, 0.2286, 0.1327, 0.0884, 0.0412, -0.0153, 0.06, 0.1708, 0.2524, 0.2165, 0.2491, 0.2399, 0.3062, 0.2029, 0.1037, 0.1682, 0.0928, 0.1111, 0.0979, 0.0207, -0.0578, -0.115, -0.1659, -0.1415, -0.096, -0.0507, -0.1549, -0.1686, -0.0824, -0.1125, -0.0545, -0.0545, -0.0527, 0.0, -0.0369, -0.0123, 0.0265, -0.0211, 0.0018, -0.0373, -0.0655, -0.0586, -0.1244, -0.1898, -0.1917, -0.2466, -0.2203, -0.1067, -0.0691, -0.101, -0.0901, -0.0901, -0.1254, -0.1409, -0.1496, -0.1642, -0.1642, -0.1018, -0.0731, 0.0009, -0.0393, -0.0285, -0.0222, 0.0717, 0.0527, 0.0183, 0.0373, 0.0857, 0.0857, -0.0086, -0.0128, -0.033, -0.0564, -0.0868, -0.0228, 0.0028, -0.0523, -0.1494, -0.1197, -0.1018, -0.1773, -0.2624, -0.1403, -0.0726, -0.0835, -0.1152, -0.104, -0.0214, -0.0214, -0.0263, 0.0165, 0.0745, -0.0223, 0.0046, 0.0243, 0.0596, 0.0472, -0.0895, -0.0913, -0.1333, -0.0237, -0.0449, -0.108, -0.052, -0.0371, 0.1183, 0.0788, 0.1278, 0.2966, 0.1616, 0.1838, 0.2134, 0.1744, 0.1398, 0.1474, 0.1492, 0.0581, 0.0067, -0.0788, 0.036, 0.018, 0.0866, 0.0866, 0.1237, 0.1722, 0.2481, 0.3613, 0.4475, 0.5433, 0.617, 0.6652, 0.6509, 0.569, 0.5892, 0.5632, 0.5591, 0.5684, 0.4694, 0.4474, 0.3531, 0.4098, 0.3802, 0.5426, 0.7616, 0.7566, 0.948, 0.8449, 0.7678, 0.8582, 0.7884, 1.0696, 1.2082, 1.1961, 0.9956, 0.9743, 0.9153, 1.196, 1.1445, 1.1445, 1.0775]}
{"unit_id": "reply:1995544002364363218", "ticker_idx": 1, "ts": "2025-12-01T17:22:20+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 have both in my portfolio. $IREN has the higher potential", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds both NBIS and IREN; views NBIS as safer, IREN as higher 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": "@InvestingVisual Thanks for writing this. I have both in my portfolio. I see $NBIS as the safer option but $IREN has the higher potential. Let’s see how it turns out.", "reply_text": null, "parent_text": "$NBIS: A two-sides business.\n \nI’m seeing a lot of debate right now focused around $NBIS and $IREN. \n\nHere's my take as a $NBIS investor (~ 8 min. read)\n📜👇\n \nIn short:\n\n$NBIS is running two synchronized timelines:  \n• Today (2025 – 2031+): bare metal infrastructure as a", "quoted_text": null, "parent_author": "InvestingVisual", "ret_m1d": -0.014023515810224318, "ret_signed_m1d": -0.014023515810224318, "alpha_spy_m1d": -0.018610016107583838, "alpha_c_m1d": -0.022342695478004715, "bench_spy_m1d": 0.004586500297359519, "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": -0.15384251993697373, "alpha_c_p1d": -0.1510447496274322, "bench_spy_p1d": 0.001852367504067809, "bench_c_p1d": -0.0009454028054737273, "ret_p1w": -0.04433906891023409, "ret_signed_p1w": -0.04433906891023409, "alpha_spy_p1w": -0.049278383881644405, "alpha_c_p1w": -0.05549423798220254, "bench_spy_p1w": 0.0049393149714103135, "bench_c_p1w": 0.011155169071968452, "ret_p1m": -0.21014646501716616, "ret_signed_p1m": -0.21014646501716616, "alpha_spy_p1m": -0.22303858460288584, "alpha_c_p1m": -0.2570902040597104, "bench_spy_p1m": 0.012892119585719675, "bench_c_p1m": 0.04694373904254423, "ret_p3m": -0.08764693447901695, "ret_signed_p3m": -0.08764693447901695, "alpha_spy_p3m": -0.10391521909949963, "alpha_c_p3m": -0.08374238439037174, "bench_spy_p3m": 0.016268284620482687, "bench_c_p3m": -0.003904550088645209, "ret_p6m": 0.23283144380346932, "ret_signed_p6m": 0.23283144380346932, "alpha_spy_p6m": 0.12317800008799429, "alpha_c_p6m": 0.24401172627814693, "bench_spy_p6m": 0.10965344371547503, "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": 21, "stated_label": "p1m", "ret_signed_stated": -0.21014646501716616, "alpha_spy_stated": -0.22303858460288584, "alpha_c_stated": -0.2570902040597104, "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:1991879436522889222", "ticker_idx": 0, "ts": "2025-11-21T14:40:39+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN at $43 is cheaper than its locked-in revenue streams, eliminating downside risk. So even without any further contracts secured, stock should still go up", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long IREN: trades below value of locked-in revenue streams, massive margin of safety, stock should rise even without new contracts.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN offers a massive margin of safety right now! \n\n$IREN at $43 is cheaper than its locked-in revenue streams, eliminating downside risk. So even without any further contracts secured, stock should still go up a 📈 https://t.co/ZPF1tW0Ofy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028632346124665586, "ret_signed_m1d": 0.028632346124665586, "alpha_spy_m1d": 0.03849533111826009, "alpha_c_m1d": 0.039470269800520597, "bench_spy_m1d": -0.009862984993594504, "bench_c_m1d": -0.01083792367585501, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.14742081411203345, "ret_signed_p1d": 0.14742081411203345, "alpha_spy_p1d": 0.13270239537205386, "alpha_c_p1d": 0.14316297297902225, "bench_spy_p1d": 0.014718418739979588, "bench_c_p1d": 0.004257841133011198, "ret_p1w": 0.13132994018435307, "ret_signed_p1w": 0.13132994018435307, "alpha_spy_p1w": 0.09436660143586084, "alpha_c_p1w": 0.09920288557125212, "bench_spy_p1w": 0.036963338748492225, "bench_c_p1w": 0.03212705461310095, "ret_p1m": -0.005205807258486406, "ret_signed_p1m": -0.005205807258486406, "alpha_spy_p1m": -0.0474248103295043, "alpha_c_p1m": -0.07958844906440654, "bench_spy_p1m": 0.04221900307101789, "bench_c_p1m": 0.07438264180592014, "ret_p3m": -0.004259264023368403, "ret_signed_p3m": -0.004259264023368403, "alpha_spy_p3m": -0.048700079063148105, "alpha_c_p3m": -0.025621927125219712, "bench_spy_p3m": 0.0444408150397797, "bench_c_p3m": 0.02136266310185131, "ret_p6m": 0.1940369400999531, "ret_signed_p6m": 0.1940369400999531, "alpha_spy_p6m": 0.06684121642265395, "alpha_c_p6m": 0.184016987027523, "bench_spy_p6m": 0.12719572367729914, "bench_c_p6m": 0.010019953072430088, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.005205807258486406, "alpha_spy_stated": -0.0474248103295043, "alpha_c_stated": -0.07958844906440654, "price_path": [-0.456, -0.471, -0.4548, -0.3734, -0.3734, -0.3112, -0.3325, -0.3817, -0.3812, -0.3803, -0.2856, -0.2042, -0.2227, -0.1964, -0.1212, -0.1375, -0.1032, -0.1406, -0.0857, -0.0085, -0.0116, 0.1155, 0.0954, -0.0095, 0.0868, 0.1105, 0.1141, 0.1126, 0.194, 0.3665, 0.4595, 0.4219, 0.5109, 0.4143, 0.5177, 0.646, 0.6086, 0.4631, 0.4368, 0.4013, 0.3061, 0.2265, 0.3218, 0.4884, 0.5379, 0.477, 0.4297, 0.3777, 0.4375, 0.6032, 0.5767, 0.8081, 0.5845, 0.4761, 0.4238, 0.3578, 0.318, 0.1512, 0.0973, 0.1219, 0.1559, 0.0845, 0.0286, 0.0, 0.1474, 0.1233, 0.1465, 0.1465, 0.1313, 0.1474, -0.027, 0.0402, 0.0991, 0.058, 0.0965, 0.1084, 0.0393, 0.0398, -0.0504, -0.1604, -0.1342, -0.2007, -0.1529, -0.0554, -0.0052, -0.0045, -0.0066, -0.0066, -0.0464, -0.0674, -0.0937, -0.1062, -0.1062, 0.0104, 0.1415, 0.0864, 0.0323, 0.0809, 0.0892, 0.191, 0.2539, 0.2513, 0.2279, 0.3682, 0.3682, 0.284, 0.2655, 0.2366, 0.3412, 0.239, 0.4195, 0.4894, 0.416, 0.2717, 0.256, 0.287, 0.0634, -0.0584, -0.0102, 0.092, 0.0159, 0.0097, -0.0528, -0.0009, -0.0009, -0.0305, -0.0043, 0.0244, -0.054, 0.0024, 0.0755, 0.0419, 0.0469, -0.031, -0.0206, -0.0807, 0.0374, -0.0505, -0.1316, -0.0809, -0.098, -0.0066, -0.0211, -0.0161, 0.0634, 0.0166, -0.0012, -0.0142, -0.023, -0.0024, -0.027, -0.0196, -0.1138, -0.1697, -0.2518, -0.1888, -0.1933, -0.1772, -0.1772, -0.1687, -0.1543, -0.1285, -0.123, -0.0696, 0.0192, 0.1209, 0.1552, 0.1287, 0.1387, 0.1529, 0.0689, 0.1451, 0.231, 0.1983, 0.1443, 0.0516, 0.0142, 0.0769, 0.0805, 0.1708, 0.2953, 0.443, 0.3452, 0.4482, 0.305, 0.3384, 0.3055, 0.3819, 0.2527, 0.194]}
{"unit_id": "orig:1983130903007170912", "ticker_idx": 0, "ts": "2025-10-28T11:17:06+00:00", "symbol": "SOFI", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "record Q3, beating estimates and raising guidance… Massive member growth and a 50% jump in fee revenue show its 'one-stop shop' strategy is firing on all cylinders, delivering strong profitability and solid credit", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish SOFI: record Q3 beat, guidance raise, member growth, 50% fee revenue jump; strategy firing on all cylinders.", "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": "$SOFI posted a record Q3, beating estimates and raising guidance 🟢\n\nMassive member growth and a 50% jump in fee revenue show its \"one-stop shop\" strategy is firing on all cylinders, delivering strong profitability and solid credit. \n\nStock is up 3% pre-market 📈 https://t.co/AMfSbtM7e9", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.052432086399640254, "ret_signed_m1d": -0.052432086399640254, "alpha_spy_m1d": -0.04978310611463166, "alpha_c_m1d": -0.05884840192357388, "bench_spy_m1d": -0.0026489802850085953, "bench_c_m1d": 0.0064163155239336245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024005061040578535, "ret_signed_p1d": -0.024005061040578535, "alpha_spy_p1d": -0.024485431679264535, "alpha_c_p1d": -0.007020726422174994, "bench_spy_p1d": 0.0004803706386860007, "bench_c_p1d": -0.01698433461840354, "ret_p1w": -0.07233098607755983, "ret_signed_p1w": -0.07233098607755983, "alpha_spy_p1w": -0.0551273039107667, "alpha_c_p1w": -0.06157417038180757, "bench_spy_p1w": -0.017203682166793133, "bench_c_p1w": -0.010756815695752264, "ret_p1m": -0.10012634528022779, "ret_signed_p1m": -0.10012634528022779, "alpha_spy_p1m": -0.08938496042264255, "alpha_c_p1m": -0.09937145034032646, "bench_spy_p1m": -0.010741384857585246, "bench_c_p1m": -0.0007548949399013294, "ret_p3m": -0.18351230239874095, "ret_signed_p3m": -0.18351230239874095, "alpha_spy_p3m": -0.1896348559390627, "alpha_c_p3m": -0.188522298198727, "bench_spy_p3m": 0.006122553540321762, "bench_c_p3m": 0.005009995799986067, "ret_p6m": -0.3979785357611002, "ret_signed_p6m": -0.3979785357611002, "alpha_spy_p6m": -0.43902250306544255, "alpha_c_p6m": -0.39178475393856227, "bench_spy_p6m": 0.041043967304342344, "bench_c_p6m": -0.006193781822537936, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10012634528022779, "alpha_spy_stated": -0.08938496042264255, "alpha_c_stated": -0.09937145034032646, "price_path": [-0.2868, -0.3294, -0.3111, -0.3196, -0.3222, -0.3026, -0.302, -0.2919, -0.253, -0.2479, -0.2644, -0.2492, -0.2347, -0.2814, -0.2887, -0.2631, -0.2097, -0.174, -0.1908, -0.2116, -0.1775, -0.1933, -0.1933, -0.2132, -0.2265, -0.1984, -0.1914, -0.18, -0.1797, -0.1939, -0.18, -0.1614, -0.126, -0.1339, -0.1428, -0.1121, -0.0679, -0.0584, -0.0812, -0.1017, -0.1118, -0.1162, -0.1298, -0.1655, -0.1864, -0.1797, -0.2028, -0.1674, -0.1112, -0.115, -0.1014, -0.1728, -0.1428, -0.1197, -0.1147, -0.1598, -0.1617, -0.0941, -0.0919, -0.1412, -0.1131, -0.0837, -0.0524, 0.0, -0.024, -0.0831, -0.0625, -0.0325, -0.0723, -0.0502, -0.1421, -0.109, -0.0354, -0.0224, 0.0174, -0.1033, -0.1213, -0.1459, -0.1712, -0.156, -0.2132, -0.2044, -0.1346, -0.1052, -0.1001, -0.1001, -0.0613, -0.0831, -0.0679, -0.0818, -0.0651, -0.1226, -0.1279, -0.1526, -0.1443, -0.145, -0.1383, -0.1845, -0.1605, -0.2018, -0.1696, -0.1396, -0.1361, -0.1412, -0.132, -0.132, -0.145, -0.1529, -0.1611, -0.1731, -0.1731, -0.1327, -0.0752, -0.1478, -0.1472, -0.1244, -0.1346, -0.1598, -0.1428, -0.1576, -0.1649, -0.1747, -0.1747, -0.1949, -0.1901, -0.1759, -0.1835, -0.1851, -0.1958, -0.223, -0.2306, -0.2795, -0.3026, -0.3127, -0.3446, -0.3853, -0.3411, -0.3256, -0.331, -0.3509, -0.3904, -0.3806, -0.3806, -0.3838, -0.3828, -0.3904, -0.3992, -0.4245, -0.4106, -0.3907, -0.3967, -0.439, -0.4191, -0.4122, -0.4093, -0.392, -0.403, -0.4065, -0.4223, -0.4147, -0.4409, -0.439, -0.4431, -0.4514, -0.4574, -0.4605, -0.4662, -0.4583, -0.4725, -0.4769, -0.4987, -0.519, -0.5215, -0.4984, -0.5063, -0.4994, -0.4994, -0.4861, -0.4912, -0.4792, -0.4861, -0.4877, -0.4615, -0.4343, -0.4065, -0.3989, -0.3863, -0.3841, -0.4052, -0.398]}
{"unit_id": "reply:1999071197376790746", "ticker_idx": 0, "ts": "2025-12-11T10:58:09+00:00", "symbol": "NVO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think we'll see firms like $NVO and $HIMS regain momentum in 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Expects NVO and HIMS to regain momentum in 2026 after recent underperformance.", "resolved_tickers": ["NVO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@oguzerkan Pharma and healthcare lagged behind recently. I think we'll see firms like $NVO and $HIMS regain momentum in 2026.", "reply_text": null, "parent_text": "Don't sleep on healthcare now..\n\nIt generated higher average annual growth than the technology sector in the past four decades.\n\nYet, it's one of the cheapest sectors now, trading at just 16x earnings against 23x of the S&amp;P 500.\n\nLong healthcare.\n\n$UNH $ELV $OSCR $MOH $CI $CNC https://t.co/5hZHro6Dwa", "quoted_text": null, "parent_author": "oguzerkan", "ret_m1d": -0.024657001892137598, "ret_signed_m1d": -0.024657001892137598, "alpha_spy_m1d": -0.02233545796809433, "alpha_c_m1d": -0.02233545796809433, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.002321543924043268, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0021873368796038184, "ret_signed_p1d": -0.0021873368796038184, "alpha_spy_p1d": 0.008564649398658863, "alpha_c_p1d": 0.008564649398658863, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.010751986278262682, "ret_p1w": -0.05329093703668697, "ret_signed_p1w": -0.05329093703668697, "alpha_spy_p1w": -0.03486288962854189, "alpha_c_p1w": -0.03486288962854189, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": 0.16941740373429415, "ret_signed_p1m": 0.16941740373429415, "alpha_spy_p1m": 0.1593314839276614, "alpha_c_p1m": 0.1593314839276614, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": -0.23006559651561076, "ret_signed_p3m": -0.23006559651561076, "alpha_spy_p3m": -0.21557135072627776, "alpha_c_p3m": -0.21557135072627776, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": -0.11442533574001201, "ret_signed_p6m": -0.11442533574001201, "alpha_spy_p6m": -0.1907194594067405, "alpha_c_p6m": -0.1907194594067405, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16941740373429415, "alpha_spy_stated": 0.1593314839276614, "alpha_c_stated": 0.1593314839276614, "price_path": [0.106, 0.1374, 0.1573, 0.2299, 0.2209, 0.2072, 0.1839, 0.168, 0.1143, 0.1058, 0.1036, 0.1034, 0.1766, 0.168, 0.1857, 0.1861, 0.1736, 0.1853, 0.1668, 0.132, 0.1434, 0.1267, 0.1279, 0.1153, 0.0811, 0.1084, 0.0893, 0.0614, 0.0585, 0.0531, 0.0517, 0.035, 0.0215, -0.005, -0.0165, -0.0235, -0.0406, -0.0364, -0.0752, -0.0917, -0.0865, -0.0227, -0.0006, -0.0225, -0.0404, -0.0364, -0.0545, -0.0257, -0.0535, -0.0529, -0.1058, -0.0642, -0.0314, -0.0314, -0.0187, -0.037, -0.0569, -0.0541, -0.0457, -0.0483, -0.07, -0.0781, -0.0247, 0.0, -0.0022, 0.0016, -0.0264, -0.0501, -0.0533, -0.0437, -0.0435, 0.0262, 0.0451, 0.0451, 0.042, 0.0235, 0.0185, 0.0117, 0.0117, 0.0418, 0.0958, 0.1187, 0.1249, 0.1402, 0.1694, 0.1903, 0.1859, 0.1714, 0.1358, 0.2394, 0.2394, 0.2066, 0.1796, 0.2374, 0.238, 0.2722, 0.2505, 0.1996, 0.1798, 0.1817, 0.1718, 0.0002, -0.0616, -0.1382, -0.0527, -0.0183, -0.0233, -0.0308, -0.027, -0.0143, -0.0143, -0.0183, -0.0211, -0.0366, -0.0571, -0.212, -0.2327, -0.2412, -0.2519, -0.2553, -0.2492, -0.271, -0.2344, -0.2231, -0.2328, -0.209, -0.2301, -0.2279, -0.244, -0.2452, -0.2328, -0.2358, -0.2553, -0.2627, -0.2736, -0.2678, -0.2665, -0.2776, -0.2762, -0.2834, -0.2725, -0.2424, -0.248, -0.2377, -0.2377, -0.2441, -0.2391, -0.2247, -0.2282, -0.2266, -0.2171, -0.1895, -0.1587, -0.1563, -0.1647, -0.166, -0.1874, -0.193, -0.206, -0.1513, -0.1507, -0.1513, -0.1695, -0.1297, -0.0955, -0.0849, -0.0751, -0.0567, -0.0559, -0.0503, -0.0435, -0.0311, -0.0295, -0.0559, -0.0777, -0.0872, -0.0872, -0.0709, -0.0849, -0.0732, -0.0732, -0.0891, -0.0816, -0.0619, -0.0604, -0.0915, -0.1152, -0.1342, -0.0981, -0.1144]}
{"unit_id": "reply:1999071197376790746", "ticker_idx": 1, "ts": "2025-12-11T10:58:09+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 think we'll see firms like $NVO and $HIMS regain momentum in 2026", "tweet_type": "prediction", "timeline": "months", "summary": "Expects NVO and HIMS to regain momentum in 2026 after recent underperformance.", "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": "@oguzerkan Pharma and healthcare lagged behind recently. I think we'll see firms like $NVO and $HIMS regain momentum in 2026.", "reply_text": null, "parent_text": "Don't sleep on healthcare now..\n\nIt generated higher average annual growth than the technology sector in the past four decades.\n\nYet, it's one of the cheapest sectors now, trading at just 16x earnings against 23x of the S&amp;P 500.\n\nLong healthcare.\n\n$UNH $ELV $OSCR $MOH $CI $CNC https://t.co/5hZHro6Dwa", "quoted_text": null, "parent_author": "oguzerkan", "ret_m1d": 0.002912380434693773, "ret_signed_m1d": 0.002912380434693773, "alpha_spy_m1d": 0.005233924358737041, "alpha_c_m1d": 0.005233924358737041, "bench_spy_m1d": -0.002321543924043268, "bench_c_m1d": -0.002321543924043268, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014826618122952828, "ret_signed_p1d": -0.014826618122952828, "alpha_spy_p1d": -0.004074631844690146, "alpha_c_p1d": -0.004074631844690146, "bench_spy_p1d": -0.010751986278262682, "bench_c_p1d": -0.010751986278262682, "ret_p1w": -0.0794281165909636, "ret_signed_p1w": -0.0794281165909636, "alpha_spy_p1w": -0.06100006918281853, "alpha_c_p1w": -0.06100006918281853, "bench_spy_p1w": -0.018428047408145076, "bench_c_p1w": -0.018428047408145076, "ret_p1m": -0.16097431427105802, "ret_signed_p1m": -0.16097431427105802, "alpha_spy_p1m": -0.17106023407769078, "alpha_c_p1m": -0.17106023407769078, "bench_spy_p1m": 0.01008591980663276, "bench_c_p1m": 0.01008591980663276, "ret_p3m": -0.3786073860496816, "ret_signed_p3m": -0.3786073860496816, "alpha_spy_p3m": -0.3641131402603486, "alpha_c_p3m": -0.3641131402603486, "bench_spy_p3m": -0.014494245789333005, "bench_c_p3m": -0.014494245789333005, "ret_p6m": -0.3065925280211579, "ret_signed_p6m": -0.3065925280211579, "alpha_spy_p6m": -0.3828866516878864, "alpha_c_p6m": -0.3828866516878864, "bench_spy_p6m": 0.0762941236667285, "bench_c_p6m": 0.0762941236667285, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16097431427105802, "alpha_spy_stated": -0.17106023407769078, "alpha_c_stated": -0.17106023407769078, "price_path": [0.4286, 0.3474, 0.3331, 0.488, 0.5308, 0.5277, 0.4827, 0.4098, 0.4527, 0.5462, 0.5653, 0.5017, 0.4909, 0.5322, 0.3911, 0.4498, 0.5348, 0.5401, 0.5422, 0.4284, 0.449, 0.4302, 0.6616, 0.5661, 0.318, 0.3598, 0.3069, 0.2566, 0.2838, 0.2915, 0.2769, 0.2476, 0.2346, 0.1665, 0.2036, 0.1753, 0.1329, 0.1578, 0.0993, 0.0863, 0.0868, 0.0524, 0.0331, -0.0455, -0.0209, -0.058, -0.04, -0.0514, -0.1099, -0.081, 0.0003, -0.018, 0.0167, 0.0167, 0.0527, -0.0069, -0.0387, -0.0185, 0.0596, 0.0379, 0.0357, 0.0543, 0.0029, 0.0, -0.0148, -0.0402, -0.0241, -0.0741, -0.0794, -0.0585, -0.072, -0.0786, -0.0821, -0.0821, -0.0916, -0.0972, -0.1252, -0.1403, -0.1403, -0.1154, -0.081, -0.0612, -0.0612, -0.1033, -0.161, -0.1438, -0.1475, -0.1708, -0.1732, -0.1692, -0.1692, -0.1933, -0.2351, -0.192, -0.2158, -0.1983, -0.2142, -0.2409, -0.2092, -0.2828, -0.3, -0.3238, -0.354, -0.3783, -0.3905, -0.4882, -0.5436, -0.5581, -0.5817, -0.5684, -0.5684, -0.5692, -0.5806, -0.5811, -0.5862, -0.5894, -0.5907, -0.5811, -0.587, -0.6156, -0.5637, -0.5811, -0.5645, -0.5796, -0.5833, -0.4133, -0.3786, -0.3148, -0.3688, -0.3442, -0.3413, -0.3386, -0.3871, -0.3603, -0.417, -0.4053, -0.435, -0.4482, -0.4477, -0.4869, -0.5028, -0.4504, -0.4747, -0.4932, -0.4932, -0.4617, -0.4837, -0.4866, -0.4771, -0.4856, -0.44, -0.4345, -0.3569, -0.2854, -0.237, -0.179, -0.2121, -0.2319, -0.2547, -0.1909, -0.2219, -0.2611, -0.3029, -0.2806, -0.2743, -0.278, -0.3029, -0.2883, -0.3209, -0.2515, -0.2285, -0.3373, -0.3609, -0.3582, -0.3368, -0.4098, -0.4059, -0.39, -0.3643, -0.3712, -0.3712, -0.3685, -0.3328, -0.328, -0.3077, -0.265, -0.2716, -0.2716, -0.2584, -0.3066]}
{"unit_id": "quote:2031718305602400605", "ticker_idx": 0, "ts": "2026-03-11T13:06:06+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. $MRVL represents one of the most fundamentally strong and strategically critical companies in the global AI ecosystem.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Initiated long MRVL at $88.66; high-conviction thesis on optical DSP dominance, custom silicon inflection, and FCF compounding through AI supercycle.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. \n\nHere is my investment thesis\n\nWith AI models now having trillions of parameters, the limiting factor in compute performance is no longer the GPU itself, but the network required to synchronize the massive clusters. Marvell addresses exactly this Compute-to-Connectivity Shift challenge.\n\nThe Copper Wall \nAt 800G and 1.6T speed, traditional passive copper cables suffer from insertion loss and skin effects, limiting their effective reach to just 2–3 meters.\n\nOptical DSP Dominance \nTo achieve the vast distances of modern AI factories, electrical signals must be converted into light. Marvell is estimated to hold a 70% market share in the 800G optical DSP market. Moreover, their 3nm 'Ara' DSP reduces power-per-bit by over 20% compared to previous generations, ensuring a leading position in the ongoing 1.6T upgrade cycle.\n\nScale-Up Architecture \nMarvell is leading the charge in Co-Packaged Optics (CPO) and Photonic Fabric technologies with their $3.25 billion acquisition of Celestial AI and $540 million acquisition of XConn Technologies. This enables optical connections inside the chip package, overcoming the memory wall and reducing power consumption enormously.\n\nFinancial Outperformance & The Custom Silicon Inflection Point\n\nMarvell’s high M&A activity and R&D investments are reaping significant rewards in terms of operating leverage.\n\nRecord Revenue Acceleration\nMarvell announced a record Q4 FY2026 revenue of $2.219 billion, a year-over-year increase of 22%. The data center segment now represents 74% of total revenue.\n\nCustom Silicon Explosion \nMarvell’s custom silicon revenues grew from virtually zero just a few years ago to an annualized run rate of $1.5 billion. Through the co-design of its proprietary AI accelerators such as AWS Trainium and Microsoft Maia, Marvell locks in multi-generational and extremely sticky revenue streams with enormous switching costs.\n\nExplosive Cash Generation \nThrough the use of its capital-light fabless model, Marvell has generated an enormous $1.57 billion in trailing free cash flow. For the past five years, free cash flow has compounded at an astonishing 38.4%.\n\nValuation Realism\nMarvell’s Forward P/E of approximately 24.4x represents a strategic discount to its primary custom silicon industry competitor, $AVGO, which holds a Forward P/E of approximately 31x.\n\nThrough the use of Reverse Discounted Cash Flow analysis, Marvell’s current $68 billion market capitalization indicates that the company’s free cash flow will compound annually at precisely 24.5% over the next 10 years.\n\nConsidering the company’s guidance of nearing $11 billion in revenue for FY2027 and $15 billion for FY2028, as well as its historical free cash flow growth rate of 38.4%, the company’s free cash flow hurdle rate of 24.5% appears extremely achievable.\n\nConclusion\n$MRVL represents one of the most fundamentally strong and strategically critical companies in the global AI ecosystem. \n\nMarvell’s dominance in the optical data transmission space and its rapidly expanding custom ASIC duopoly effectively insulate the company against competitive replacement. As the second wave of the AI hardware supercycle has commenced, they represent one of the top-tier infrastructure compounders.\n\nNote: this is my own financial journey, not financial advice. Do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "$MRVL surges 9.5% in pre-market after delivering stellar Q4 earnings yesterday. The company posted a phenomenal double beat.\n\nHere are the main reasons why I'm considering a starting position:\n\nExplosive AI Demand: Relentless AI spending is the engine of Marvell's success. 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{"unit_id": "reply:2029618615696179556", "ticker_idx": 0, "ts": "2026-03-05T18:02:41+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Very conservative guidance", "tweet_type": "prediction", "timeline": "quarters", "summary": "Endorses parent's view that AMPX 2026 guidance is conservative and will be beaten.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MarketMused Very conservative guidance", "reply_text": null, "parent_text": "$AMPX\n\n2026 Guidance: at least $125M of revenue.\nPrediction: They will absolutely demolish their guidance.\n\n\"What's baked in our assumptions is what we see from current customers and some prospects that we're looking to convert here into customers in Q3 and Q4. Sort of going back", "quoted_text": null, "parent_author": "MarketMused", "ret_m1d": -0.15715245793377275, "ret_signed_m1d": -0.15715245793377275, "alpha_spy_m1d": -0.1627592102088956, "alpha_c_m1d": -0.17987703384495568, "bench_spy_m1d": 0.0056067522751228616, "bench_c_m1d": 0.02272457591118293, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09670917039495253, "ret_signed_p1d": 0.09670917039495253, "alpha_spy_p1d": 0.10981629912537239, "alpha_c_p1d": 0.10903045506720377, "bench_spy_p1d": -0.01310712873041986, "bench_c_p1d": -0.012321284672251243, "ret_p1w": 0.22834120173336858, "ret_signed_p1w": 0.22834120173336858, "alpha_spy_p1w": 0.25072462127316364, "alpha_c_p1w": 0.26797851429239206, "bench_spy_p1w": -0.022383419539795057, "bench_c_p1w": -0.039637312559023474, "ret_p1m": 0.07454665084510981, "ret_signed_p1m": 0.07454665084510981, "alpha_spy_p1m": 0.10931635026446807, "alpha_c_p1m": 0.12005294842329761, "bench_spy_p1m": -0.03476969941935826, "bench_c_p1m": -0.045506297578187804, "ret_p3m": 0.5386164754311662, "ret_signed_p3m": 0.5386164754311662, "alpha_spy_p3m": 0.4207048224645904, "alpha_c_p3m": 0.5233923468348505, "bench_spy_p3m": 0.1179116529665758, "bench_c_p3m": 0.015224128596315722, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.5386164754311662, "alpha_spy_stated": 0.4207048224645904, "alpha_c_stated": 0.5233923468348505, "price_path": [-0.2075, -0.2142, -0.2586, -0.2317, -0.2673, -0.3251, -0.3096, -0.4103, -0.3855, -0.3721, -0.3909, -0.4144, -0.4271, -0.4271, -0.4446, -0.4681, -0.4741, -0.4701, -0.4701, -0.413, -0.3815, -0.3828, -0.4023, -0.3794, -0.3633, -0.3277, -0.3506, -0.3042, -0.3183, -0.2612, -0.2612, -0.2498, -0.2431, -0.1974, -0.2498, -0.268, -0.2223, -0.1954, -0.088, -0.1645, -0.1169, -0.0141, -0.1672, -0.2895, -0.178, -0.1612, -0.2243, -0.2539, -0.3156, -0.3304, -0.3304, -0.3439, -0.3345, -0.3049, -0.3606, -0.315, -0.2747, -0.2572, -0.2263, -0.2794, -0.2216, -0.2189, -0.1572, 0.0, 0.0967, 0.1901, 0.2089, 0.2485, 0.2283, 0.2055, 0.2552, 0.3015, 0.2693, 0.2834, 0.2223, 0.2545, 0.1927, 0.2042, 0.1525, 0.0826, -0.0114, 0.1323, 0.0423, 0.0745, 0.0745, 0.1793, 0.1216, 0.1363, 0.0846, 0.1565, 0.2351, 0.2015, 0.229, 0.2848, 0.2539, 0.317, 0.4392, 0.5238, 0.4594, 0.3875, 0.4385, 0.3224, 0.366, 0.4144, 0.4016, 0.3687, 0.4372, 0.4903, 0.0819, 0.1216, 0.1874, 0.2646, 0.1766, 0.2001, 0.1316, 0.0658, 0.0396, 0.0121, 0.0275, 0.0766, 0.0766, 0.1974, 0.1525, 0.4003, 0.362, 0.4607, 0.5386, 0.46, 0.5138, 0.3224, 0.2646, 0.1699, 0.1034, 0.1484, 0.0954, 0.1296, 0.0403, 0.0074, 0.086, 0.086, 0.051, -0.0517, -0.1592, -0.1565, -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]}
{"unit_id": "reply:1998748445276881134", "ticker_idx": 0, "ts": "2025-12-10T13:35:38+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 a high conviction in 2026", "tweet_type": "prediction", "timeline": "years", "summary": "High-conviction long HIMS into 2026 on UK GLP-1 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": "reply_other", "lang": "en", "tweet_text": "@meeijer Very bullish, $HIMS is a high conviction in 2026", "reply_text": null, "parent_text": "$HIMS EXPANDS IN THE UK 🇬🇧 🔥\n\n• Now offering personalized GLP-1 plans with access to branded Mounjaro and Wegovy\n• Official launch of the Hers platform in the UK\n\nFinal verdict: Bullish. https://t.co/5RnpSMjwRc", "quoted_text": null, "parent_author": "meeijer", "ret_m1d": 0.05121432344261323, "ret_signed_m1d": 0.05121432344261323, "alpha_spy_m1d": 0.05780286195796469, "alpha_c_m1d": 0.05780286195796469, "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": -0.0029039231058562986, "ret_signed_p1d": -0.0029039231058562986, "alpha_spy_p1d": -0.005230869137320404, "alpha_c_p1d": -0.005230869137320404, "bench_spy_p1d": 0.0023269460314641055, "bench_c_p1d": 0.0023269460314641055, "ret_p1w": -0.07682153551631088, "ret_signed_p1w": -0.07682153551631088, "alpha_spy_p1w": -0.053303878365556834, "alpha_c_p1w": -0.053303878365556834, "bench_spy_p1w": -0.023517657150754046, "bench_c_p1w": -0.023517657150754046, "ret_p1m": -0.1058606658700918, "ret_signed_p1m": -0.1058606658700918, "alpha_spy_p1m": -0.1116453616933677, "alpha_c_p1m": -0.1116453616933677, "bench_spy_p1m": 0.005784695823275898, "bench_c_p1m": 0.005784695823275898, "ret_p3m": -0.4149947406927381, "ret_signed_p3m": -0.4149947406927381, "alpha_spy_p3m": -0.4043837665438752, "alpha_c_p3m": -0.4043837665438752, "bench_spy_p3m": -0.010610974148862917, "bench_c_p3m": -0.010610974148862917, "ret_p6m": -0.2605596768987761, "ret_signed_p6m": -0.2605596768987761, "alpha_spy_p6m": -0.367939044106935, "alpha_c_p6m": -0.367939044106935, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4652, 0.4245, 0.3435, 0.3292, 0.4836, 0.5264, 0.5232, 0.4784, 0.4058, 0.4485, 0.5417, 0.5607, 0.4974, 0.4865, 0.5277, 0.387, 0.4456, 0.5304, 0.5356, 0.5378, 0.4242, 0.4448, 0.4261, 0.6568, 0.5615, 0.3141, 0.3559, 0.3031, 0.2529, 0.2801, 0.2878, 0.2732, 0.2439, 0.231, 0.1631, 0.2001, 0.1719, 0.1296, 0.1544, 0.0961, 0.0832, 0.0837, 0.0494, 0.0301, -0.0483, -0.0238, -0.0607, -0.0428, -0.0541, -0.1125, -0.0837, -0.0026, -0.0209, 0.0137, 0.0137, 0.0496, -0.0098, -0.0414, -0.0214, 0.0565, 0.0348, 0.0327, 0.0512, 0.0, -0.0029, -0.0177, -0.043, -0.0269, -0.0768, -0.0821, -0.0612, -0.0747, -0.0813, -0.0847, -0.0847, -0.0942, -0.0998, -0.1278, -0.1428, -0.1428, -0.118, -0.0837, -0.0639, -0.0639, -0.1059, -0.1634, -0.1463, -0.1499, -0.1732, -0.1756, -0.1716, -0.1716, -0.1956, -0.2373, -0.1943, -0.2181, -0.2006, -0.2165, -0.2431, -0.2115, -0.2848, -0.302, -0.3258, -0.3559, -0.3801, -0.3923, -0.4897, -0.5449, -0.5594, -0.5829, -0.5697, -0.5697, -0.5705, -0.5818, -0.5824, -0.5874, -0.5905, -0.5919, -0.5824, -0.5882, -0.6167, -0.5649, -0.5824, -0.5657, -0.5808, -0.5845, -0.415, -0.3804, -0.3168, -0.3706, -0.3461, -0.3432, -0.3405, -0.3889, -0.3622, -0.4187, -0.4071, -0.4366, -0.4498, -0.4493, -0.4884, -0.5042, -0.452, -0.4762, -0.4947, -0.4947, -0.4633, -0.4852, -0.4881, -0.4786, -0.4871, -0.4417, -0.4361, -0.3588, -0.2875, -0.2392, -0.1814, -0.2144, -0.2342, -0.2569, -0.1932, -0.2241, -0.2632, -0.3049, -0.2827, -0.2764, -0.2801, -0.3049, -0.2904, -0.3229, -0.2537, -0.2307, -0.3392, -0.3627, -0.3601, -0.3387, -0.4116, -0.4076, -0.3918, -0.3662, -0.373, -0.373, -0.3704, -0.3347, -0.33, -0.3097, -0.2672, -0.2738, -0.2738, -0.2606]}
{"unit_id": "reply:2026784446670622861", "ticker_idx": 0, "ts": "2026-02-25T22:20:42+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CIFR is the safer play", "tweet_type": "prediction", "timeline": "unspecified", "summary": "CIFR preferred as safer play; IREN seen as higher-upside bet — both bullish.", "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": "@ilzmcfly I think $CIFR is the safer play, $IREN has more upside", "reply_text": null, "parent_text": "@Kaizen_Investor Both companies are great $IREN clearly has more potential... Let's see how this year plays out for them.", "quoted_text": null, "parent_author": "ilzmcfly", "ret_m1d": 0.00788841454649658, "ret_signed_m1d": 0.00788841454649658, "alpha_spy_m1d": 0.0023029447794340463, "alpha_c_m1d": -0.0062949417237536665, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": 0.014183356270250247, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.053398008811302855, "ret_signed_p1d": -0.053398008811302855, "alpha_spy_p1d": -0.04859606795269156, "alpha_c_p1d": -0.037441746566574396, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.01595626224472846, "ret_p1w": -0.08070388110736404, "ret_signed_p1w": -0.08070388110736404, "alpha_spy_p1w": -0.06911251359839043, "alpha_c_p1w": -0.07481773347562648, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.005886147631737559, "ret_p1m": -0.16595872164120873, "ret_signed_p1m": -0.16595872164120873, "alpha_spy_p1m": -0.08837529499565333, "alpha_c_p1m": -0.08845743432099018, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.07750128732021855, "ret_p3m": 0.39684472677114346, "ret_signed_p3m": 0.39684472677114346, "alpha_spy_p3m": 0.30495446461476194, "alpha_c_p3m": 0.0822556653102946, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": 0.31458906146084886, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16595872164120873, "alpha_spy_stated": -0.08837529499565333, "alpha_c_stated": -0.08845743432099018, "price_path": [0.1948, 0.0704, 0.1305, 0.2033, 0.1699, 0.182, 0.1869, 0.1214, 0.1456, 0.0346, -0.1056, -0.0904, -0.1268, -0.0807, -0.0164, -0.0085, -0.0346, -0.0158, -0.0158, -0.0783, -0.085, -0.1147, -0.1044, -0.1044, -0.017, 0.1019, 0.0643, -0.0243, 0.0042, 0.0091, 0.0728, 0.1074, 0.1001, 0.0631, 0.1408, 0.1408, 0.0874, 0.0752, 0.0552, 0.0661, 0.0006, 0.1377, 0.1511, 0.074, -0.0316, -0.0407, -0.0133, -0.1353, -0.2294, -0.1062, 0.017, 0.0376, -0.0121, -0.0231, -0.0036, -0.0036, -0.051, -0.0643, -0.0413, -0.111, -0.0765, 0.0388, 0.0079, 0.0, -0.0534, -0.0437, -0.1074, -0.0267, -0.0807, -0.1735, -0.1317, -0.1529, -0.1438, -0.1681, -0.1456, -0.0813, -0.0843, -0.1098, -0.1117, -0.1499, -0.0965, -0.0971, -0.0364, -0.1292, -0.166, -0.2709, -0.2191, -0.233, -0.2221, -0.2221, -0.1899, -0.1499, -0.0643, -0.0073, 0.003, 0.0777, 0.1195, 0.0922, 0.0522, 0.1754, 0.1705, 0.0947, 0.1796, 0.1341, 0.1044, 0.1019, 0.0473, 0.0267, 0.0765, 0.034, 0.0856, 0.341, 0.3295, 0.2552, 0.247, 0.2306, 0.2172, 0.2888, 0.3525, 0.2336, 0.1602, 0.1408, 0.182, 0.3058, 0.3331, 0.3331, 0.3968, 0.5267, 0.4921, 0.4351, 0.4569, 0.5953, 0.5922, 0.5504, 0.3623, 0.4739, 0.3978, 0.2755, 0.3732, 0.4867, 0.5795, 0.5904, 0.5989, 0.7706, 0.7706, 0.7075, 0.6772, 0.591, 0.5583, 0.574, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2026784446670622861", "ticker_idx": 1, "ts": "2026-02-25T22:20:42+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN has more upside", "tweet_type": "prediction", "timeline": "unspecified", "summary": "CIFR preferred as safer play; IREN seen as higher-upside bet — both bullish.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ilzmcfly I think $CIFR is the safer play, $IREN has more upside", "reply_text": null, "parent_text": "@Kaizen_Investor Both companies are great $IREN clearly has more potential... Let's see how this year plays out for them.", "quoted_text": null, "parent_author": "ilzmcfly", "ret_m1d": -0.004746900795714382, "ret_signed_m1d": -0.004746900795714382, "alpha_spy_m1d": -0.010332370562776916, "alpha_c_m1d": 0.007253057282266551, "bench_spy_m1d": 0.005585469767062534, "bench_c_m1d": -0.011999958077980932, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07436710648066513, "ret_signed_p1d": -0.07436710648066513, "alpha_spy_p1d": -0.06956516562205384, "alpha_c_p1d": -0.05398618923714926, "bench_spy_p1d": -0.004801940858611298, "bench_c_p1d": -0.020380917243515873, "ret_p1w": -0.09301540511626416, "ret_signed_p1w": -0.09301540511626416, "alpha_spy_p1w": -0.08142403760729056, "alpha_c_p1w": -0.06882493432832593, "bench_spy_p1w": -0.011591367508973605, "bench_c_p1w": -0.024190470787938234, "ret_p1m": -0.20682642809058804, "ret_signed_p1m": -0.20682642809058804, "alpha_spy_p1m": -0.12924300144503265, "alpha_c_p1m": -0.12217429180093153, "bench_spy_p1m": -0.0775834266455554, "bench_c_p1m": -0.08465213628965651, "ret_p3m": 0.3512657439250042, "ret_signed_p3m": 0.3512657439250042, "alpha_spy_p3m": 0.2593754817686227, "alpha_c_p3m": 0.3585699961296297, "bench_spy_p3m": 0.09189026215638152, "bench_c_p3m": -0.007304252204625494, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20682642809058804, "alpha_spy_stated": -0.12924300144503265, "alpha_c_stated": -0.12217429180093153, "price_path": [0.0961, -0.0705, -0.0063, 0.05, 0.0106, 0.0475, 0.0588, -0.0072, -0.0068, -0.0929, -0.198, -0.1729, -0.2364, -0.1908, -0.0976, -0.0497, -0.0491, -0.0511, -0.0511, -0.0891, -0.1092, -0.1343, -0.1462, -0.1462, -0.0348, 0.0904, 0.0377, -0.0139, 0.0325, 0.0405, 0.1377, 0.1978, 0.1953, 0.1729, 0.307, 0.307, 0.2265, 0.2089, 0.1813, 0.2812, 0.1835, 0.356, 0.4227, 0.3526, 0.2147, 0.1998, 0.2294, 0.0158, -0.1006, -0.0545, 0.0432, -0.0296, -0.0355, -0.0952, -0.0457, -0.0457, -0.0739, -0.0488, -0.0215, -0.0963, -0.0425, 0.0274, -0.0047, 0.0, -0.0744, -0.0644, -0.1218, -0.009, -0.093, -0.1704, -0.1221, -0.1383, -0.0511, -0.0649, -0.0601, 0.0158, -0.0289, -0.0459, -0.0583, -0.0667, -0.047, -0.0705, -0.0635, -0.1535, -0.2068, -0.2853, -0.2251, -0.2294, -0.2141, -0.2141, -0.2059, -0.1921, -0.1675, -0.1623, -0.1112, -0.0264, 0.0708, 0.1035, 0.0782, 0.0877, 0.1013, 0.021, 0.0938, 0.1759, 0.1447, 0.0931, 0.0045, -0.0312, 0.0287, 0.0321, 0.1184, 0.2373, 0.3784, 0.285, 0.3834, 0.2466, 0.2785, 0.2471, 0.3201, 0.1967, 0.1406, 0.0791, 0.1915, 0.3124, 0.2846, 0.2846, 0.3513, 0.5335, 0.4478, 0.4363, 0.4767, 0.5054, 0.4801, 0.3983, 0.2285, 0.3379, 0.2211, 0.1646, 0.2819, 0.351, 0.3755, 0.3377, 0.3135, 0.3553, 0.3553, 0.2855, 0.2369, 0.137, 0.0791, 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]}
{"unit_id": "orig:2008200397505376614", "ticker_idx": 0, "ts": "2026-01-05T15:34:19+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'm confident that it will break through this time", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish IREN; expects price to break through $50 resistance (50SMA & Fib 38.2) after reclaiming 100SMA at $44.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN now back above the 100 SMA (at $44). 50SMA &amp; Fib. 38.2 at $50, where we have seen some resistances in the past. I'm confident that it will break through this time.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11484246937744758, "ret_signed_m1d": -0.11484246937744758, "alpha_spy_m1d": -0.1082264157780719, "alpha_c_m1d": -0.09346349861744296, "bench_spy_m1d": -0.006616053599375671, "bench_c_m1d": -0.021378970760004612, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04830020211410457, "ret_signed_p1d": -0.04830020211410457, "alpha_spy_p1d": -0.054247450165748834, "alpha_c_p1d": -0.053110525375478, "bench_spy_p1d": 0.0059472480516442605, "bench_c_p1d": 0.004810323261373428, "ret_p1w": 0.043325043115013395, "ret_signed_p1w": 0.043325043115013395, "alpha_spy_p1w": 0.03250664942783832, "alpha_c_p1w": 0.05829029522683049, "bench_spy_p1w": 0.010818393687175076, "bench_c_p1w": -0.014965252111817096, "ret_p1m": 0.12748751030675964, "ret_signed_p1m": 0.12748751030675964, "alpha_spy_p1m": 0.12485556061992331, "alpha_c_p1m": 0.17380863647025813, "bench_spy_p1m": 0.0026319496868363323, "bench_c_p1m": -0.04632112616349848, "ret_p3m": -0.2792288713106703, "ret_signed_p3m": -0.2792288713106703, "alpha_spy_p3m": -0.23546270378862078, "alpha_c_p3m": -0.1661805849797634, "bench_spy_p3m": -0.04376616752204954, "bench_c_p3m": -0.11304828633090691, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12748751030675964, "alpha_spy_stated": 0.12485556061992331, "alpha_c_stated": 0.17380863647025813, "price_path": [0.2456, 0.3236, 0.239, 0.3296, 0.442, 0.4092, 0.2817, 0.2587, 0.2276, 0.1442, 0.0744, 0.158, 0.3039, 0.3472, 0.2939, 0.2525, 0.2069, 0.2593, 0.4044, 0.3812, 0.584, 0.3881, 0.2931, 0.2473, 0.1895, 0.1546, 0.0085, -0.0388, -0.0172, 0.0126, -0.05, -0.0989, -0.124, 0.0052, -0.016, 0.0044, 0.0044, -0.0089, 0.0052, -0.1476, -0.0887, -0.0371, -0.0732, -0.0394, -0.029, -0.0896, -0.0891, -0.1681, -0.2645, -0.2415, -0.2998, -0.2579, -0.1725, -0.1285, -0.1279, -0.1298, -0.1298, -0.1646, -0.183, -0.2061, -0.217, -0.217, -0.1148, 0.0, -0.0483, -0.0957, -0.0531, -0.0458, 0.0433, 0.0985, 0.0962, 0.0757, 0.1986, 0.1986, 0.1248, 0.1086, 0.0833, 0.175, 0.0854, 0.2436, 0.3047, 0.2405, 0.114, 0.1003, 0.1275, -0.0684, -0.1752, -0.1329, -0.0433, -0.1101, -0.1155, -0.1702, -0.1248, -0.1248, -0.1507, -0.1277, -0.1026, -0.1712, -0.1219, -0.0578, -0.0873, -0.0829, -0.1511, -0.142, -0.1947, -0.0912, -0.1682, -0.2392, -0.1949, -0.2098, -0.1298, -0.1424, -0.1381, -0.0684, -0.1095, -0.125, -0.1364, -0.1441, -0.126, -0.1476, -0.1412, -0.2237, -0.2726, -0.3445, -0.2894, -0.2933, -0.2792, -0.2792, -0.2718, -0.2591, -0.2365, -0.2318, -0.1849, -0.1072, -0.018, 0.012, -0.0112, -0.0025, 0.01, -0.0636, 0.0031, 0.0784, 0.0498, 0.0025, -0.0788, -0.1115, -0.0566, -0.0535, 0.0257, 0.1347, 0.2641, 0.1785, 0.2687, 0.1432, 0.1725, 0.1437, 0.2106, 0.0974, 0.046, -0.0104, 0.0927, 0.2036, 0.1781, 0.1781, 0.2392, 0.4063, 0.3277, 0.3172, 0.3543, 0.3806, 0.3574, 0.2823, 0.1267, 0.227, 0.1198, 0.068, 0.1756, 0.239, 0.2614, 0.2268, 0.2046, 0.243, 0.243, 0.1789, 0.1343, 0.0427, -0.0104, -0.0214, null, null]}
{"unit_id": "quote:2041614524747321686", "ticker_idx": 0, "ts": "2026-04-07T20:30:08+00:00", "symbol": "AEHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If the downtrend continues, I'll be looking for an entry.", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish AEHR after earnings; looking to buy on continued weakness citing strong bookings, backlog, and hyperscale demand despite revenue miss.", "resolved_tickers": ["AEHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$AEHR currently down 5% after a revenue miss. Don’t mind that at the moment. Guidance looks great. \n\n- Bookings: A massive $37.2 million for the quarter, representing a very strong book-to-bill ratio of over 3.5x. This reflects heavy customer demand across both wafer-level burn-in (WLBI) and package-level burn-in (PLBI) applications.\n\n- Backlog: Stood at $38.7 million as of February 27 (Effective backlog is up to $50.9 million when including bookings received since the quarter ended).\n\n- Liquidity: The company increased its cash position, closing the quarter with $37.1 million in total cash, cash equivalents, and restricted cash (up from $31.0 million at the end of Q2).\n\n- Hyperscale Demand: Management noted they expect a significant near-term follow-on production order from a lead hyperscale customer for PLBI systems used in custom AI processors.\n\n- H2 Bookings Projection: Because of the strong demand, AEHR now expects its total bookings for the second half of fiscal 2026 (ending May 29, 2026) to hit the high end of their previously stated $60 million to $80 million guidance range.\n\nIf the downtrend continues, I’ll be looking for an entry.", "reply_text": null, "parent_text": null, "quoted_text": "Investors experiencing some stress before the $AEHR earnings tonight. \n\nThey started very well this morning but it looks like some investors now choose to secure their profits. https://t.co/G7gxTTwT7q", "parent_author": null, "ret_m1d": -0.20440151802725315, "ret_signed_m1d": -0.20440151802725315, "alpha_spy_m1d": -0.1795644720481857, "alpha_c_m1d": -0.14997037549352787, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0902470040644403, "ret_signed_p1d": 0.0902470040644403, "alpha_spy_p1d": 0.08447798636525472, "alpha_c_p1d": 0.07277328824058005, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.1592780461937131, "ret_signed_p1w": 0.1592780461937131, "alpha_spy_p1w": 0.12387922251861738, "alpha_c_p1w": 0.08815351763695456, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.4449018739186985, "ret_signed_p1m": 0.4449018739186985, "alpha_spy_p1m": 0.3626989839424437, "alpha_c_p1m": 0.167828293956217, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.1592780461937131, "alpha_spy_stated": 0.12387922251861738, "alpha_c_stated": 0.08815351763695456, "price_path": [-0.5833, -0.5828, -0.5755, -0.5888, -0.58, -0.5439, -0.5439, -0.5399, -0.5377, -0.5106, -0.556, -0.576, -0.5606, -0.557, -0.5744, -0.594, -0.5874, -0.5695, -0.6227, -0.6358, -0.5822, -0.5632, -0.5752, -0.4641, -0.5584, -0.5434, -0.5434, -0.5489, -0.5407, -0.5207, -0.468, -0.4566, -0.3789, -0.3433, -0.3699, -0.4074, -0.3029, -0.3407, -0.3246, -0.3589, -0.4362, -0.3528, -0.3357, -0.3279, -0.4039, -0.4352, -0.4066, -0.4128, -0.4251, -0.4022, -0.4535, -0.4118, -0.3795, -0.382, -0.4527, -0.4851, -0.5231, -0.4129, -0.373, -0.2983, -0.2983, -0.1742, -0.2044, 0.0, 0.0902, 0.1151, 0.1346, 0.1776, 0.1593, 0.2801, 0.3277, 0.4273, 0.4839, 0.5415, 0.5122, 0.5185, 0.4009, 0.3051, 0.2953, 0.4338, 0.4736, 0.3554, 0.4438, 0.5315, 0.4449, 0.5394, 0.6555, 0.5313, 0.6347, 0.6837, 0.5754, 0.3231, 0.2847, 0.3037, 0.4455, 0.5044, 0.5044, 0.7403, 0.6438, 0.5831, 0.4618, 0.4823, 0.7891, 0.8143, 0.8458, 0.5587, 0.5133, 0.4932, 0.4775, 0.6313, 0.7174, 0.8347, 0.6598, 0.7831, 0.8255, 0.8255, 0.7943, 0.6211, 0.5073, 0.5641, 0.4536, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036846062246281556", "ticker_idx": 0, "ts": "2026-03-25T16:41:58+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST might be the safest high growth opportunity in the market right now. My Price Target: $20.52 -> $73.78 (bull case)", "tweet_type": "prediction", "timeline": "years", "summary": "Long OUST with PT $20.52–$73.78 bull case; thesis: digital lidar IP moat, SAFE LiDAR Act near-monopoly, strong balance sheet, 55% revenue CAGR, regulatory tailwinds vs Chinese rivals.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "$OUST might be the safest high growth opportunity in the market right now. The SAFE LiDAR act makes sure you are buying a near monopoly in the US LiDAR market. \n\nMy Price Target: $20.52 -> $73.78 (bull case)\n\nHere is my thesis:\n\n1. The Silicon Economics\nTraditional lidar relies on analog architectures requiring highly complex manual calibration, meaning one unit of cost equals one unit of revenue. Ouster completely bypassed this by pioneering a fully digital architecture utilizing consumer-grade SPADs and VCSELs integrated into custom silicon.\n\nBecause adding resolution simply requires printing denser arrays on silicon, their costs do not scale linearly with performance. This pure volume leverage drove Q4 gross profit margins to a staggering 60.23%.\n\n2. Digital IP & Sensor Fusion\nFollowing mergers with Velodyne and Sense Photonics, Ouster consolidated the foundational IP of the sector, holding over 350 patents globally. \n\nFurthermore, their recent $35 million acquisition of StereoLabs integrates visual cameras and AI edge compute directly with their lidar. While competitors struggle to scale single sensors, Ouster is offering a plug-and-play multimodal Physical AI stack.\n\n3. Financial Stability\nWhile the lidar sector is littered with bankruptcies—most notably Luminar's Chapter 11 filing in late 2025—Ouster boasts an incredibly fortified balance sheet.\n\nCash & Equivalents: A massive liquidity position of approximately $211 million.\n\nDebt: Virtually zero, having successfully paid off its revolving credit facility.\n\nThey are not desperate for cash. Yhey are playing the long game and consolidating while legacy competitors starve.\n\n4. Quality of Revenue\nOuster isn't sitting around waiting for passenger robotaxis. They target immediate ROI verticals like industrial automation, robotics, and smart infrastructure.\n\nConsistent Growth: They have achieved a 5-year revenue CAGR of 55.01% and shipped over 25,000 sensor units in 2025.\n\nRecurring Software: Their software-attached bookings, driven by the Gemini and BlueCity platforms, doubled in 2025.\n\n5. Most importantly: Regulatory Tailwinds\nChinese competitors like Hesai currently dominate global automotive volume. However, the U.S. SAFE LiDAR Act aims to systematically phase out foreign adversary lidar from domestic critical infrastructure and defense supply chains. \n\nThis legislation creates an artificial, multi-billion-dollar market vacuum in the U.S., paving the way for Ouster to capture an estimated 35% U.S. market share in a neutral scenario.\n\n6. Valuation disconnect\nI calculated 3 scenario's for Ouster, Inc.\n\nThe main difference between the 3 scenario's is the FCF margin of Ouster, the U.S. TAM, and the amount of US market share they can capture. \n\nAbout 66% of the revenues of Ouster now come from the US. market. I project this to become around 80% when the LiDAR act starts. I only projected an estimate of the US market in my projections.\n\nI projected my FCF margins on other sectos that provide AI-hardware but in a more mature phase. In sectors with high competition the lowest FCF-margin I could find is 10%. If they become a real monoply the margin could be as high as 35%. But I don't expect this so, I took 28% in the bull case. \n\n$OUST now already has a market share of 14% in the US. Different outlets expect this to become between 30% and 40% after the act. \n\nI found some estimations on GlobeNewsWire for example on the estimation on the US LiDAR TAM. I used the minimum that I found as bear case, the max as bull case.\n\nI used a desired return of 10% and a terminal growth of 3%. \n\nConclusion\nI think $OUST is a rare opportunity into a fast growing TAM. I think a worst-case scenario is already priced in and a bull case is certainly not impossible to reach. \n\nYou need to have a bit of patience with them as the ACT will take some time to settle. But once they take control of the US market, the expansion can be violent.\n\nNote: this is not financial advice.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.017309613914703093, "ret_signed_m1d": 0.017309613914703093, "alpha_spy_m1d": 0.022851419404448126, "alpha_c_m1d": 0.02177005522918052, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.004460441314477426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.045004939580343684, "ret_signed_p1d": -0.045004939580343684, "alpha_spy_p1d": -0.02714620959699965, "alpha_c_p1d": -0.01385546497520107, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.031149474605142613, "ret_p1w": -0.07912950190183043, "ret_signed_p1w": -0.07912950190183043, "alpha_spy_p1w": -0.07672399087793802, "alpha_c_p1w": -0.06560217753771147, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.013527324364118964, "ret_p1m": 0.3061325788458049, "ret_signed_p1m": 0.3061325788458049, "alpha_spy_p1m": 0.22752649702079153, "alpha_c_p1m": 0.16661806208094632, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.1395145167648586, "ret_p3m": 1.3580614205899142, "ret_signed_p3m": 1.3580614205899142, "alpha_spy_p3m": 1.2218174499725512, "alpha_c_p3m": 0.9513700436964747, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.4066913768934395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.0865, 0.0574, 0.0628, 0.0702, 0.0702, 0.1558, 0.2265, 0.271, 0.271, 0.3689, 0.3783, 0.3511, 0.3408, 0.3724, 0.3551, 0.3037, 0.3037, 0.2117, 0.2507, 0.3472, 0.2285, 0.1954, 0.2072, 0.181, 0.1612, 0.0302, 0.0054, 0.0025, -0.0514, -0.1444, -0.0396, 0.0415, -0.0079, -0.0658, -0.1014, -0.0717, -0.0717, -0.0801, -0.0806, -0.0564, -0.0791, -0.1068, -0.0776, -0.0208, -0.0292, -0.0628, 0.0015, 0.0742, 0.1068, 0.0475, 0.0025, 0.0163, 0.1063, 0.224, 0.1157, 0.0618, 0.0534, 0.0579, 0.0257, 0.0415, -0.0084, 0.0475, 0.0173, 0.0, -0.045, -0.1266, -0.1775, -0.0915, -0.0791, -0.0361, -0.0361, -0.045, -0.044, 0.002, -0.0094, 0.0232, 0.0821, 0.1583, 0.2087, 0.1954, 0.1998, 0.3422, 0.3655, 0.3729, 0.3061, 0.3956, 0.3314, 0.2923, 0.2631, 0.3333, 0.3081, 0.3922, 0.4144, 0.4538, 0.2122, 0.2463, 0.3254, 0.3403, 0.6899, 0.724, 0.724, 0.5203, 0.4698, 0.5267, 0.7354, 0.8314, 0.8314, 1.1118, 1.1874, 1.0935, 1.2774, 1.2221, 1.2765, 1.1741, 1.3289, 0.9624, 1.0218, 0.905, 0.8986, 0.959, 0.9683, 1.2344, 1.1133, 1.0138, 1.3032, 1.3032, 1.3581, 1.2334, 1.0134, 1.0682, 1.0781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2057216825729958183", "ticker_idx": 0, "ts": "2026-05-20T21:48:07+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If they succeed, expect Filtronic to go parabolic", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Filtronic: sole E-band amp supplier to SpaceX/Starlink + V-band research deal; author expects the stock to go parabolic on success.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Starlink keeps growing at crazy rates. They are still relying on a $1B mc company for there E-band amps. \n\nSpaceX and Filtronic are also exploring V-band Amps in a research agreement. If they succeed, expect Filtronic to go parabolic. https://t.co/wHcia6NyWe", "reply_text": null, "parent_text": null, "quoted_text": "SPACEX FULL FINANCIALS\n\n2025 Full Year\n• Revenue: $18.7B (+30% YoY)\n• Net loss: $4.9B vs. $791M profit in 2024\n• Capex: $20.7B\n\nQ1 Performance\n• Revenue: $4.69B\n• Connectivity: $3.3B\n• AI: $818M\n• Space: $619M\n\nOperating Metrics\n• 650+ total launches\n• 9,600+ Starlink https://t.co/SycIVe66n8", "parent_author": null, "ret_m1d": 0.15802469135802477, "ret_signed_m1d": 0.15802469135802477, "alpha_spy_m1d": 0.16000385420559038, "alpha_c_m1d": 0.16380324212101838, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005778550762993606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06419753086419755, "ret_signed_p1d": -0.06419753086419755, "alpha_spy_p1d": -0.06812907994100148, "alpha_c_p1d": -0.0597525978477621, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": -0.004444933016435448, "ret_p1w": -0.09876543209876543, "ret_signed_p1w": -0.09876543209876543, "alpha_spy_p1w": -0.11476071282277234, "alpha_c_p1w": -0.10676667910602267, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.00800124700725724, "ret_p1m": -0.06913580246913575, "ret_signed_p1m": -0.06913580246913575, "alpha_spy_p1m": -0.07713855098602007, "alpha_c_p1m": -0.10721558589237046, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.0380797834232347, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06913580246913575, "alpha_spy_stated": -0.07713855098602007, "alpha_c_stated": -0.10721558589237046, "price_path": [-0.5111, -0.5062, -0.5062, -0.5111, -0.5012, -0.5062, -0.5358, -0.5111, -0.5185, -0.5272, -0.558, -0.5284, -0.5123, -0.5185, -0.5259, -0.542, -0.5383, -0.5444, -0.5815, -0.6025, -0.5802, -0.5802, -0.5457, -0.5481, -0.5383, -0.5358, -0.5259, -0.5037, -0.4938, -0.4938, -0.4938, -0.4963, -0.4765, -0.4963, -0.5062, -0.5086, -0.4914, -0.4667, -0.4543, -0.4247, -0.3951, -0.3827, -0.3358, -0.3012, -0.2691, -0.3395, -0.3506, -0.3333, -0.2815, -0.2914, -0.2914, -0.1358, -0.1605, 0.0, -0.0617, -0.0753, -0.116, -0.0049, 0.0074, 0.0, 0.0148, 0.1099, 0.158, 0.0, -0.0642, -0.0642, 0.0123, -0.0395, -0.0988, -0.037, -0.0247, -0.1111, -0.2914, -0.1951, -0.1605, -0.037, -0.1605, -0.2222, -0.2346, -0.1975, -0.1691, -0.0704, -0.0864, -0.0864, -0.0691, -0.0617, -0.1605, -0.2346, -0.3086, -0.4321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2070487851314082127", "ticker_idx": 0, "ts": "2026-06-26T12:42:26+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll add filtronic below £200. We are almost there.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Plans to buy more Filtronic below £200, near current levels.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "I’ll add filtronic below £200. We are almost there. https://t.co/oKy6XLStc3", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": 0.21739130434782616, "ret_signed_m1d": 0.21739130434782616, "alpha_spy_m1d": 0.21010725706360134, "alpha_c_m1d": 0.21023893177781283, "bench_spy_m1d": 0.007284047284224826, "bench_c_m1d": 0.007152372570013332, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1652, -0.1261, -0.1087, -0.1087, -0.1087, -0.113, -0.0783, -0.113, -0.1304, -0.1348, -0.1043, -0.0609, -0.0391, 0.013, 0.0652, 0.087, 0.1696, 0.2304, 0.287, 0.163, 0.1435, 0.1739, 0.2652, 0.2478, 0.2478, 0.5217, 0.4783, 0.7609, 0.6522, 0.6283, 0.5565, 0.7522, 0.7739, 0.7609, 0.787, 0.9543, 1.0391, 0.7609, 0.6478, 0.6478, 0.7826, 0.6913, 0.587, 0.6957, 0.7174, 0.5652, 0.2478, 0.4174, 0.4783, 0.6957, 0.4783, 0.3696, 0.3478, 0.413, 0.463, 0.637, 0.6087, 0.6087, 0.6391, 0.6522, 0.4783, 0.3478, 0.2174, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2050977523547205808", "ticker_idx": 0, "ts": "2026-05-03T16:35:21+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought the stock at $30.67 and is my second largest holding at the moment. I expect nothing less tomorrow.", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Holding PLTR as second-largest position into earnings; expects spectacular results again with record revenues and EPS.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$PLTR to report earnings tomorrow. I bought the stock at $30.67 and is my second largest holding at the moment.\n\nSince I bought the stock, the earnings have been spectacular. I expect nothing less tomorrow. Investors are looking for record revenues and EPS.\n\nBehind the figures, I will be mainly looking at the following aspects.\n\nFirst and foremost, I want to see evidence that their AIP bootcamps are successfully converting into paid, long-term enterprise contracts, as this directly validates their current go-to-market strategy. \n\nAlongside this, a continued acceleration in US commercial customer acquisition is critical to prove they are successfully diversifying away from their traditional reliance on government revenue.\n\nSpeaking of the public sector, the timing and visibility of major government contract renewals will provide essential clues about their baseline revenue stability and future pipeline. \n\nBeyond top-line growth, I will look at their operating leverage to ensure their sales efficiency remains sustainable as they scale operations. \n\nFinally, strong customer retention metrics will be the ultimate proof point, confirming the inherent stickiness and indispensability of their AI platforms within complex enterprise architectures.\n\nSee you tomorrow.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013421841207027385, "ret_signed_m1d": -0.013421841207027385, "alpha_spy_m1d": -0.017098703140917215, "alpha_c_m1d": -0.017098703140917215, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06930079573911663, "ret_signed_p1d": -0.06930079573911663, "alpha_spy_p1d": -0.07732302446305905, "alpha_c_p1d": -0.07732302446305905, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": -0.06258987513560288, "ret_signed_p1w": -0.06258987513560288, "alpha_spy_p1w": -0.09224126996621274, "alpha_c_p1w": -0.09224126996621274, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": 0.04204615107152154, "ret_signed_p1m": 0.04204615107152154, "alpha_spy_p1m": -0.015836108382849323, "alpha_c_p1m": -0.015836108382849323, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.06258987513560288, "alpha_spy_stated": -0.09224126996621274, "alpha_c_stated": -0.09224126996621274, "price_path": [-0.0444, -0.1097, -0.0694, -0.0214, -0.0446, -0.0709, -0.1157, -0.1001, -0.1001, -0.0891, -0.0729, -0.0763, -0.0739, -0.1057, -0.1177, -0.0811, -0.0691, -0.0605, -0.0059, 0.0081, 0.049, 0.0455, 0.0762, 0.0712, 0.035, 0.0381, 0.0512, 0.0337, 0.0458, 0.062, 0.0462, 0.0661, 0.0318, 0.1014, 0.0599, 0.0612, 0.0105, -0.0203, -0.0581, 0.0017, 0.0032, 0.0166, 0.0166, 0.013, 0.0277, -0.0361, -0.1064, -0.1231, -0.0935, -0.0707, -0.0266, -0.0224, 0.0025, -0.001, -0.0004, 0.0451, -0.0305, -0.0201, -0.0201, -0.0332, -0.0552, -0.0474, -0.0134, 0.0, -0.0693, -0.0838, -0.0615, -0.0564, -0.0626, -0.0687, -0.1094, -0.0842, -0.0824, -0.0746, -0.0738, -0.0608, -0.059, -0.0627, -0.0627, -0.0646, -0.0926, -0.0184, 0.072, 0.1001, 0.042, -0.0262, -0.0297, -0.0719, -0.0655, -0.0956, -0.1083, -0.1024, -0.1235, -0.0775, -0.0875, -0.1055, -0.1202, -0.1202, -0.1817, -0.2008, -0.2228, -0.2654, -0.2267, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050681118458798530", "ticker_idx": 0, "ts": "2026-05-02T20:57:33+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "still in $FLNC but due to the bad run, it's my smallest position. Will decide after the earnings next week if I'll buy some extra or sell", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still holds FLNC as a live long; will reassess position size after next week's earnings.", "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": "@bennybigbull Why did you sell $AMPX? \n\nYes, still in $FLNC but due to the bad run, it’s my smallest position. Will decide after the earnings next week if I’ll buy some extra or sell.", "reply_text": null, "parent_text": "@Kaizen_Investor Would love a dip to re enter.\n\nJust out of curiosity, are you still in $FLNC?\n\nSeems extremely weak given that a lot of the other energy names have ripped, feels like a good catch up trade at this valuation", "quoted_text": null, "parent_author": "bennybigbull", "ret_m1d": -0.011354448028307318, "ret_signed_m1d": -0.011354448028307318, "alpha_spy_m1d": -0.015031309962197148, "alpha_c_m1d": -0.015031309962197148, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.00367686193388983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029197052628126885, "ret_signed_p1d": 0.029197052628126885, "alpha_spy_p1d": 0.02117482390418446, "alpha_c_p1d": 0.02117482390418446, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008022228723942426, "ret_p1w": 1.0462286859976633, "ret_signed_p1w": 1.0462286859976633, "alpha_spy_p1w": 1.0165772911670534, "alpha_c_p1w": 1.0165772911670534, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.029651394830609856, "ret_p1m": 1.2635847542668226, "ret_signed_p1m": 1.2635847542668226, "alpha_spy_p1m": 1.2057024948124517, "alpha_c_p1m": 1.2057024948124517, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.057882259454370866, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.2635847542668226, "alpha_spy_stated": 1.2057024948124517, "alpha_c_stated": 1.2057024948124517, "price_path": [1.3512, 0.5369, 0.5766, 0.5734, 0.5401, 0.4209, 0.4144, 0.4972, 0.4972, 0.442, 0.4136, 0.3431, 0.3423, 0.3033, 0.3374, 0.3244, 0.3139, 0.2603, 0.2263, 0.2101, 0.2814, 0.2782, 0.1987, 0.2733, 0.369, 0.3877, 0.3317, 0.3285, 0.3609, 0.3382, 0.2968, 0.3001, 0.2271, 0.2457, 0.3098, 0.326, 0.2133, 0.1476, 0.0543, 0.116, 0.056, 0.0787, 0.0787, 0.0706, 0.0746, 0.0641, 0.0998, 0.1176, 0.1071, 0.2003, 0.2336, 0.2149, 0.0977, 0.0243, 0.0357, 0.0949, 0.0965, 0.0852, 0.0835, 0.0016, -0.0406, -0.0122, -0.0114, 0.0, 0.0292, 0.0998, 0.5385, 0.9594, 1.0462, 0.7259, 0.7924, 0.6983, 0.6845, 0.5848, 0.4526, 0.5361, 0.6375, 0.7429, 0.7429, 0.7299, 0.721, 0.7324, 0.5312, 1.2019, 1.2636, 1.0154, 1.2019, 0.8581, 0.9521, 0.9027, 0.7534, 0.9692, 0.923, 0.9611, 0.94, 0.8994, 1.0114, 1.0114, 1.043, 0.7202, 0.6018, 0.5718, 0.5629, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036764338225127854", "ticker_idx": 0, "ts": "2026-03-25T11:17:14+00:00", "symbol": "CIFR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is their third large data center campus lease, indicating a high demand for their infrastructure and services. Securing this capital via debt rather than stock dilution is a huge positive for current investors.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish CIFR: third HPC data center lease shows strong demand, $200M credit facility via debt (not dilution) is a major positive for shareholders.", "resolved_tickers": ["CIFR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "$CIFR up 7% pre-market as they secured a highly stable 15-year lease with a Hyperscale investment-grade tenant. This is their third large data center campus lease, indicating a high demand for their infrastructure and services. \n\nThe new lease is specifically for a High-Performance Computing (HPC) data center, proving that Cipher is successfully capturing market share as a trusted partner for the world's leading AI companies.\n \nThe company secured a $200 million revolving credit facility (with an option to expand by another $50 million). This provides substantial firepower to fund immediate working capital and future growth initiatives.\n\nSecuring this capital via debt rather than stock dilution is a huge positive for current investors. Additionally, the facility was undrawn at closing, indicating they have a healthy cash position and therefore do not need to use this capital as a fire-sale measure. \n\nThe facility has a term out to March 2030 and a competitive interest rate of SOFR + 1.25% to 1.75%. What is most important is the step-down pricing, which means Cipher could benefit from lower interest rates as their market capitalization increases compared to their debt.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0629722917376192, "ret_signed_m1d": -0.0629722917376192, "alpha_spy_m1d": -0.05743048624787417, "alpha_c_m1d": -0.058511850423141776, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.004460441314477426, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09634758954314138, "ret_signed_p1d": -0.09634758954314138, "alpha_spy_p1d": -0.07848885955979734, "alpha_c_p1d": -0.06519811493799876, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.031149474605142613, "ret_p1w": -0.2040302108166725, "ret_signed_p1w": -0.2040302108166725, "alpha_spy_p1w": -0.20162469979278008, "alpha_c_p1w": -0.19050288645255353, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.013527324364118964, "ret_p1m": 0.1769521662069351, "ret_signed_p1m": 0.1769521662069351, "alpha_spy_p1m": 0.09834608438192172, "alpha_c_p1m": 0.037437649442076504, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.1395145167648586, "ret_p3m": 0.772040251061368, "ret_signed_p3m": 0.772040251061368, "alpha_spy_p3m": 0.6357962804440049, "alpha_c_p3m": 0.3653488741679285, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.4066913768934395, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1769521662069351, "alpha_spy_stated": 0.09834608438192172, "alpha_c_stated": 0.037437649442076504, "price_path": [-0.0435, -0.0504, -0.0812, -0.0705, -0.0705, 0.0202, 0.1436, 0.1045, 0.0126, 0.0422, 0.0472, 0.1134, 0.1492, 0.1417, 0.1033, 0.1839, 0.1839, 0.1285, 0.1159, 0.0951, 0.1064, 0.0384, 0.1807, 0.1946, 0.1146, 0.005, -0.0044, 0.0239, -0.1026, -0.2003, -0.0724, 0.0554, 0.0768, 0.0252, 0.0139, 0.034, 0.034, -0.0151, -0.029, -0.005, -0.0775, -0.0416, 0.0781, 0.046, 0.0378, -0.0176, -0.0076, -0.0737, 0.0101, -0.046, -0.1423, -0.0989, -0.1209, -0.1115, -0.1366, -0.1134, -0.0466, -0.0497, -0.0762, -0.0781, -0.1178, -0.0623, -0.063, 0.0, -0.0963, -0.1344, -0.2434, -0.1895, -0.204, -0.1927, -0.1927, -0.1593, -0.1178, -0.029, 0.0302, 0.0409, 0.1184, 0.1618, 0.1335, 0.0919, 0.2198, 0.2147, 0.136, 0.2242, 0.177, 0.1461, 0.1436, 0.0869, 0.0655, 0.1171, 0.073, 0.1266, 0.3917, 0.3797, 0.3026, 0.2941, 0.2771, 0.2632, 0.3375, 0.4037, 0.2802, 0.204, 0.1839, 0.2267, 0.3552, 0.3835, 0.3835, 0.4496, 0.5844, 0.5485, 0.4893, 0.512, 0.6555, 0.6524, 0.6089, 0.4137, 0.5296, 0.4506, 0.3237, 0.4251, 0.5428, 0.6392, 0.6505, 0.6593, 0.8375, 0.8375, 0.772, 0.7406, 0.6511, 0.6171, 0.6335, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052086915105435804", "ticker_idx": 0, "ts": "2026-05-06T18:03:41+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Considering how cheap $WOLF is in comparison to competitors, there is lots to like going forward.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long WOLF: debt reduction, new go-to-market approach, datacenter growth, and cheap valuation vs peers all seen as positives going forward.", "resolved_tickers": ["WOLF"], "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": "Just listened to the $WOLF earnings call. Not the most dynamic call to be honest, but we'll take it. \n\nThere are 2 main things I take away form the earnings call. \n\n1 - The new go-to-market approach\n\nA market approach always existed out of product lines and product experts. You had certain products sales engineers who were experts in a certain product of the company. They were able to sell 1 product and if the customer needed another product, they needed to send someone else. \n\nThere is a completely new approach now, the applications approach. I see this change happening in my professional life. Wolfspeed is also implementing this. Your sales engineers are now application experts, they know exactly what the application needs and can give feedback to the product experts who often work away from the customer. \n\nthe big positive of this is you can actually target the customer needs and give feedback to the product experts. It gives better customer satisfaction and makes your R&D more customer related as well. \n\nWe can already see the first signs of this approach with the new 10kV MOSFET and TOLT portfolio for AI. \n\n2 - Debt\n\nWolfspeed has been able to reduce its debt significantly. They raised around $476 M via private placement. They used a combination of new convertable notes, normal stock and pre-funded warrants. \n\nThey used this cash to reduce their most expensive debt. They reduced this post with 43%. The total debt was reduced from $2.3B to $1.7B. The estimation is that they would save around $63 Million of yearly interest. \n\nThe first big debt relief is now in 2030. So, the most important part from all this is that I don't expect further dilution in the near-term. The only possible dilution would now come from the convertible notes. This dilution will only start if the stock would surge a lot. So, this is not too bad for existing shareholders. \n\n3 - Other Things\n\nThe main focus was to get rid of the most expensive debt. With Wolfspeed showing that they are capable of get rid of it in combination with a rising stock price, they expect a rerate of the stock. Wolfspeed is still very cheap in comparison with competitors, so a re-rate is not impossible. \n\nThe new focus will now be on free cash flow. It's a good approach in my opnion, I often look more at the free cash flow than at the EBITDA. Less accounting tricks possible with the free cash flow. \n\nAlthough the datacenter revenue is still not significant for the final result. They grew with 50% last quarter and 30% this quarter. It's a great start and they expect further growth in this section. \n\nThe guidance wasn't too spectacular, they predict basically everything to stay flat with this quarter. They will completely move to the 200mm SiC wafers, was now already 90% of the revenue. Not too much was said about the 300mm SiC wafers, they are actively working together with some AI/cloud partners to find the best usage of these 300mm SiC wafer. Another positive of the application approach. \n\nConsidering how cheap $WOLF is in comparison to competitors, there is lots to like going forward.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. 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{"unit_id": "reply:2069846776903844325", "ticker_idx": 0, "ts": "2026-06-24T18:15:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think they look very attractive again. I bought a lot of shares at $30 and never looked to add to my position until now. Market is dumping them for no reason in my opinion as the growth figures are still very much alive.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to PLTR position; views current selloff as unwarranted given intact growth figures.", "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": "@StockMarketNerd I think they look very attractive again. I bought a lot of shares at $30 and never looked to add to my position until now. \n\nMarket is dumping them for no reason in my opinion as the growth figures are still very much alive.", "reply_text": null, "parent_text": "$PLTR PEG down to 1.1X.\n\nFor context, $NET, $DDOG &amp; $CRWD are other world-class enterprise software companies with PEGs all above 3.0x.\n\nPalantir is expected to outgrow all of them by a wide margin in the years to come. 40%+ 3-year revenue CAGR with sky-high margins is the", "quoted_text": null, "parent_author": "StockMarketNerd", "ret_m1d": 0.028193805711384856, "ret_signed_m1d": 0.028193805711384856, "alpha_spy_m1d": 0.027730073700041435, "alpha_c_m1d": 0.027730073700041435, "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": -0.054889897417917166, "ret_signed_p1d": -0.054889897417917166, "alpha_spy_p1d": -0.056335532643370434, "alpha_c_p1d": -0.056335532643370434, "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": [0.2604, 0.2119, 0.2888, 0.2907, 0.308, 0.308, 0.3033, 0.3222, 0.2402, 0.1497, 0.1283, 0.1663, 0.1956, 0.2524, 0.2578, 0.2898, 0.2854, 0.2861, 0.3447, 0.2473, 0.2607, 0.2608, 0.2439, 0.2156, 0.2256, 0.2693, 0.2866, 0.1974, 0.1788, 0.2075, 0.2141, 0.2061, 0.1982, 0.1458, 0.1782, 0.1805, 0.1907, 0.1917, 0.2084, 0.2107, 0.206, 0.206, 0.2035, 0.1675, 0.2629, 0.3792, 0.4154, 0.3407, 0.2529, 0.2485, 0.1941, 0.2024, 0.1636, 0.1472, 0.1549, 0.1277, 0.1869, 0.174, 0.1509, 0.1319, 0.1319, 0.0529, 0.0282, 0.0, -0.0549, -0.005, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061762604775645632", "ticker_idx": 0, "ts": "2026-06-02T10:51:25+00:00", "symbol": "SIVE.ST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Best strategy might be to let your AI agents search X on short reports and go long. You will easily beat the market. $SIVE and $POET are some recent examples.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author claims going long on heavily shorted stocks like SIVE and POET beats the market; bullish fade-the-short thesis.", "resolved_tickers": ["SIVE.ST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Best strategy might be to let your AI agents search X on short reports and go long. \n\nYou will easily beat the market. \n\n$SIVE and $POET are some recent examples. https://t.co/E6xcJ8XuWX", "reply_text": null, "parent_text": null, "quoted_text": "We are short $SIVE.\n\nA retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.\n\nInsiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report:", "parent_author": null, "ret_m1d": -0.3755772151902699, "ret_signed_m1d": -0.3755772151902699, "alpha_spy_m1d": -0.37422111689284066, "alpha_c_m1d": -0.33698240718971306, "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": -0.050795249905151274, "ret_signed_p1d": -0.050795249905151274, "alpha_spy_p1d": -0.043778067584651414, "alpha_c_p1d": -0.05979542744686761, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.009000177541716337, "ret_p1w": -0.21498201748912504, "ret_signed_p1w": -0.21498201748912504, "alpha_spy_p1w": -0.18533363066444208, "alpha_c_p1w": -0.14981378102479836, "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": [-0.9654, -0.9631, -0.9646, -0.9623, -0.9577, -0.958, -0.9565, -0.9244, -0.9291, -0.9085, -0.8924, -0.9134, -0.8831, -0.8721, -0.8515, -0.8836, -0.8983, -0.8974, -0.8901, -0.8856, -0.8984, -0.8984, -0.8984, -0.901, -0.879, -0.8833, -0.8625, -0.8271, -0.8362, -0.7868, -0.766, -0.7572, -0.6805, -0.6491, -0.6921, -0.709, -0.672, -0.6965, -0.6724, -0.5908, -0.6101, -0.6101, -0.4259, -0.4387, -0.5048, -0.4896, -0.5534, -0.492, -0.5573, -0.4187, -0.4187, -0.4284, -0.5064, -0.5335, -0.4459, -0.394, -0.2519, -0.1221, -0.1088, -0.2468, -0.2796, -0.2925, -0.3756, 0.0, -0.0508, -0.1098, -0.1914, -0.0826, -0.215, -0.2304, -0.1816, -0.0487, -0.1139, -0.0503, 0.0457, -0.0149, -0.0149, 0.018, -0.1016, -0.1288, -0.3125, -0.3499, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2061762604775645632", "ticker_idx": 1, "ts": "2026-06-02T10:51:25+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SIVE and $POET are some recent examples.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author claims going long on heavily shorted stocks like SIVE and POET beats the market; bullish fade-the-short thesis.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Best strategy might be to let your AI agents search X on short reports and go long. \n\nYou will easily beat the market. \n\n$SIVE and $POET are some recent examples. https://t.co/E6xcJ8XuWX", "reply_text": null, "parent_text": null, "quoted_text": "We are short $SIVE.\n\nA retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.\n\nInsiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report:", "parent_author": null, "ret_m1d": 0.005065170046621104, "ret_signed_m1d": 0.005065170046621104, "alpha_spy_m1d": 0.006421268344050324, "alpha_c_m1d": 0.043659978047177916, "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": 0.11287991708139766, "ret_signed_p1d": 0.11287991708139766, "alpha_spy_p1d": 0.11989709940189752, "alpha_c_p1d": 0.10387973953968133, "bench_spy_p1d": -0.00701718232049986, "bench_c_p1d": 0.009000177541716337, "ret_p1w": -0.2206945951093482, "ret_signed_p1w": -0.2206945951093482, "alpha_spy_p1w": -0.19104620828466523, "alpha_c_p1w": -0.1555263586450215, "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": [-0.5195, -0.5456, -0.5159, -0.4935, -0.4616, -0.4616, -0.5058, -0.5, -0.5246, -0.5528, -0.5492, -0.5709, -0.5615, -0.5847, -0.5586, -0.6027, -0.6245, -0.6324, -0.5702, -0.5948, -0.5579, -0.5579, -0.5601, -0.5687, -0.5499, -0.5601, -0.4906, -0.4718, -0.5145, -0.4957, -0.4689, -0.4747, -0.3784, -0.2583, -0.076, -0.152, 0.0926, -0.4247, -0.419, -0.5224, -0.4848, -0.4711, -0.4855, -0.3336, -0.2967, -0.3068, -0.2077, 0.0058, -0.0065, 0.0398, 0.4884, 0.1556, 0.0282, -0.0543, 0.0695, 0.0724, 0.0557, 0.0557, -0.034, -0.0391, -0.0405, -0.1107, 0.0051, 0.0, 0.1129, 0.1201, -0.1418, -0.1114, -0.2207, -0.2055, -0.186, -0.0933, 0.008, -0.0847, -0.1353, -0.1208, -0.1208, -0.1252, -0.2236, -0.2287, -0.267, -0.3169, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2041268010103493032", "ticker_idx": 0, "ts": "2026-04-06T21:33:13+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect this to continue, it is just the beginning for the space economy and these companies will keep achieving new records. Probably for years to come.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish RKLB; expects continued financial and operational records for years as space economy grows.", "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": "Peter Beck’s annual letter. The letter mentions a lot of new financial and operational records for $RKLB. \n\nExpect this to continue, it is just the beginning for the space economy and these companies will keep achieving new records. Probably for years to come. https://t.co/m60qMqyHTI", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02035582750803977, "ret_signed_m1d": 0.02035582750803977, "alpha_spy_m1d": 0.020795634557316922, "alpha_c_m1d": 0.01834704357093675, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": 0.0020087839371030203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0416164377100543, "ret_signed_p1d": 0.0416164377100543, "alpha_spy_p1d": 0.01614680119786338, "alpha_c_p1d": 0.004119478959027312, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.03749695875102699, "ret_p1w": 0.08896262896604568, "ret_signed_p1w": 0.08896262896604568, "alpha_spy_p1w": 0.035505372400361335, "alpha_c_p1w": 0.03375198365887089, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.05521064530717479, "ret_p1m": 0.2763872423914562, "ret_signed_p1m": 0.2763872423914562, "alpha_spy_p1m": 0.163207938682689, "alpha_c_p1m": 0.19974981671874303, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.07663742567271314, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.2527, 0.2794, 0.3254, 0.3055, 0.3842, 0.3685, 0.4521, 0.4521, 0.3444, 0.3242, 0.3266, 0.3405, 0.2135, 0.3118, 0.3355, 0.2919, 0.2073, 0.1181, 0.2254, 0.1024, 0.0, 0.0905, 0.1435, 0.0861, 0.0498, -0.0047, 0.0169, 0.0169, 0.0538, 0.1221, 0.1547, 0.0685, 0.0587, 0.055, 0.0585, 0.0954, 0.0419, 0.0701, 0.0574, 0.0843, 0.0555, 0.0571, 0.0778, 0.0394, 0.085, 0.0309, 0.0315, 0.0752, 0.185, 0.0476, 0.0846, 0.0137, 0.0253, -0.0038, 0.0989, -0.0057, -0.0813, -0.1348, -0.0317, -0.0121, 0.0213, 0.0213, 0.0204, 0.0, 0.0416, 0.0063, 0.0261, 0.0648, 0.089, 0.1098, 0.2505, 0.2786, 0.3489, 0.3064, 0.3577, 0.2756, 0.2014, 0.2408, 0.185, 0.1613, 0.2441, 0.1883, 0.2109, 0.1876, 0.2764, 0.1849, 0.5903, 0.7695, 0.7726, 0.872, 0.9986, 0.8813, 0.9777, 0.9196, 1.0247, 0.8916, 1.047, 1.047, 1.1592, 1.2652, 1.2321, 1.1634, 0.8454, 0.8595, 0.7295, 0.8087, 0.6598, 0.7137, 0.6319, 0.584, 0.7307, 0.5439, 0.6473, 0.5777, 0.6282, 0.617, 0.617, 0.5122, 0.4343, 0.2878, 0.2167, 0.2747, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 0, "ts": "2026-06-03T14:54:40+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.11500113521071631, "ret_signed_m1d": 0.11500113521071631, "alpha_spy_m1d": 0.10793436406869561, "alpha_c_m1d": 0.11419672663338143, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0008044085773348808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009274233741611182, "ret_signed_p1d": 0.009274233741611182, "alpha_spy_p1d": 0.0054955479794720485, "alpha_c_p1d": -0.002848756313532874, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.012122990055144056, "ret_p1w": -0.28773478895030913, "ret_signed_p1w": -0.28773478895030913, "alpha_spy_p1w": -0.2495374074436475, "alpha_c_p1w": -0.26251214626819486, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.02522264268211427, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.4139, -0.4013, -0.4111, -0.4102, -0.4211, -0.4252, -0.4296, -0.3721, -0.4248, -0.3749, -0.2156, -0.2159, -0.262, -0.1799, -0.2488, -0.2845, -0.3534, -0.352, -0.288, -0.1681, -0.1681, -0.188, -0.1846, -0.1526, -0.2064, -0.1962, -0.2043, -0.2133, -0.2022, -0.0751, -0.1078, -0.1305, -0.1182, -0.0849, -0.1122, -0.1783, -0.1781, -0.1878, -0.2098, -0.1428, -0.1444, -0.1064, -0.1391, -0.0798, -0.1829, -0.0948, -0.0299, -0.0568, -0.0554, -0.0021, -0.035, -0.0352, -0.0357, -0.0109, -0.0151, 0.0283, 0.0283, 0.1203, 0.1704, 0.1917, 0.1857, 0.0772, 0.115, 0.0, 0.0093, -0.253, -0.2409, -0.2773, -0.2877, -0.2077, -0.2778, -0.291, -0.3459, -0.3457, -0.3455, -0.3455, -0.3329, -0.3385, -0.3902, -0.3853, -0.3724, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 1, "ts": "2026-06-03T14:54:40+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "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": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.07515259787209727, "ret_signed_m1d": 0.07515259787209727, "alpha_spy_m1d": 0.06808582673007657, "alpha_c_m1d": 0.07434818929476239, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0008044085773348808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04577157924746089, "ret_signed_p1d": 0.04577157924746089, "alpha_spy_p1d": 0.04199289348532176, "alpha_c_p1d": 0.033648589192316836, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.012122990055144056, "ret_p1w": -0.08413246864199031, "ret_signed_p1w": -0.08413246864199031, "alpha_spy_p1w": -0.04593508713532868, "alpha_c_p1w": -0.05890982595987604, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.02522264268211427, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.3888, -0.3768, -0.399, -0.3726, -0.4039, -0.4036, -0.3783, -0.3148, -0.3942, -0.3729, -0.4139, -0.4071, -0.424, -0.3646, -0.4251, -0.4688, -0.4997, -0.4401, -0.4288, -0.4095, -0.4095, -0.41, -0.4218, -0.3977, -0.4181, -0.4067, -0.3843, -0.3704, -0.3583, -0.277, -0.2607, -0.2201, -0.2446, -0.215, -0.2624, -0.3053, -0.2826, -0.3148, -0.3285, -0.2806, -0.3129, -0.2998, -0.3133, -0.262, -0.3149, -0.0805, 0.0231, 0.0249, 0.0824, 0.1556, 0.0878, 0.1435, 0.1099, 0.1707, 0.0937, 0.1836, 0.1836, 0.2485, 0.3098, 0.2906, 0.2509, 0.067, 0.0752, 0.0, 0.0458, -0.0403, -0.0092, -0.0564, -0.0841, 0.0007, -0.1073, -0.0475, -0.0878, -0.0586, -0.065, -0.065, -0.1256, -0.1707, -0.2554, -0.2965, -0.2629, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 2, "ts": "2026-06-03T14:54:40+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.10714287452030424, "ret_signed_m1d": 0.10714287452030424, "alpha_spy_m1d": 0.10007610337828354, "alpha_c_m1d": 0.10633846594296936, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0008044085773348808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03826532970612728, "ret_signed_p1d": 0.03826532970612728, "alpha_spy_p1d": 0.03448664394398815, "alpha_c_p1d": 0.026142339650983226, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.012122990055144056, "ret_p1w": -0.19897958066551868, "ret_signed_p1w": -0.19897958066551868, "alpha_spy_p1w": -0.16078219915885705, "alpha_c_p1w": -0.1737569379834044, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.02522264268211427, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.6059, -0.5957, -0.6046, -0.6033, -0.6173, -0.6212, -0.6276, -0.6148, -0.6224, -0.5816, -0.5421, -0.3673, -0.3138, -0.2066, -0.1811, -0.2436, -0.3661, -0.3061, -0.2717, -0.1365, -0.1365, -0.1008, -0.1135, -0.1212, -0.0816, -0.0651, -0.037, -0.0689, -0.1173, -0.0408, -0.1161, -0.1454, -0.0804, -0.0765, -0.1314, -0.213, -0.2009, -0.2156, -0.2156, -0.176, -0.0842, -0.0995, -0.1071, -0.0893, -0.1556, -0.0344, 0.1097, -0.037, 0.0332, 0.102, 0.2551, 0.2168, 0.2321, 0.2398, 0.2296, 0.3533, 0.3533, 0.3699, 0.2462, 0.2564, 0.213, 0.1059, 0.1071, 0.0, 0.0383, -0.0918, -0.1084, -0.1811, -0.199, -0.0408, -0.1505, -0.1467, -0.2168, -0.213, -0.2309, -0.2309, -0.2761, -0.2908, -0.3571, -0.4158, -0.4107, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 3, "ts": "2026-06-03T14:54:40+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "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": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.09690888783713936, "ret_signed_m1d": 0.09690888783713936, "alpha_spy_m1d": 0.08984211669511866, "alpha_c_m1d": 0.08984211669511866, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0070667711420207, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004084307321038705, "ret_signed_p1d": -0.004084307321038705, "alpha_spy_p1d": -0.007862993083177838, "alpha_c_p1d": -0.007862993083177838, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.0037786857621391334, "ret_p1w": -0.1894551473695445, "ret_signed_p1w": -0.1894551473695445, "alpha_spy_p1w": -0.15125776586288286, "alpha_c_p1w": -0.15125776586288286, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.03819738150666163, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1695, -0.1668, -0.1875, -0.1812, -0.1916, -0.1986, -0.1728, -0.1117, -0.1577, -0.1266, -0.1652, -0.1792, -0.1926, -0.1083, -0.1844, -0.2697, -0.3148, -0.2308, -0.2204, -0.1403, -0.1403, -0.1199, -0.1407, -0.1046, -0.1496, -0.1191, -0.0813, -0.1779, -0.1933, -0.1559, -0.2061, -0.2481, -0.2573, -0.2141, -0.269, -0.2908, -0.2834, -0.3328, -0.3516, -0.314, -0.342, -0.3648, -0.4071, -0.3439, -0.3934, -0.3034, -0.2337, -0.3228, -0.3056, -0.2295, -0.2233, -0.194, -0.1822, -0.1685, -0.1067, -0.0174, -0.0174, 0.1111, 0.203, 0.2354, 0.0527, -0.0193, 0.0969, 0.0, -0.0041, -0.1312, -0.1455, -0.1766, -0.1895, -0.0944, -0.235, -0.1871, -0.2365, -0.207, -0.2513, -0.2513, -0.3206, -0.3236, -0.3687, -0.3909, -0.3368, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 4, "ts": "2026-06-03T14:54:40+00:00", "symbol": "FLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "resolved_tickers": ["FLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.09024636155736321, "ret_signed_m1d": 0.09024636155736321, "alpha_spy_m1d": 0.08317959041534251, "alpha_c_m1d": 0.08944195298002833, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0008044085773348808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038964381581743535, "ret_signed_p1d": 0.038964381581743535, "alpha_spy_p1d": 0.0351856958196044, "alpha_c_p1d": 0.02684139152659948, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.012122990055144056, "ret_p1w": -0.15987935659921548, "ret_signed_p1w": -0.15987935659921548, "alpha_spy_p1w": -0.12168197509255385, "alpha_c_p1w": -0.1346567139171012, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.02522264268211427, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.504, -0.4784, -0.5126, -0.4822, -0.416, -0.41, -0.3984, -0.3821, -0.417, -0.4228, -0.4163, -0.3964, -0.4035, -0.3079, -0.326, -0.4041, -0.4062, -0.2843, -0.2519, -0.1722, -0.1722, -0.1239, -0.1058, -0.0417, -0.0556, -0.0563, -0.0246, -0.0797, -0.0543, 0.1104, 0.099, 0.0757, 0.0581, 0.042, -0.0312, -0.1169, -0.1325, -0.1399, -0.1581, -0.1302, -0.1503, -0.1611, -0.2076, -0.1315, -0.1865, -0.0025, -0.0387, -0.0116, -0.0103, 0.0654, 0.0163, 0.1048, 0.0701, 0.1061, 0.0774, 0.2443, 0.2443, 0.4784, 0.4399, 0.2411, 0.1687, 0.1121, 0.0902, 0.0, 0.039, -0.0925, -0.0905, -0.1593, -0.1599, -0.0103, -0.1988, -0.1614, -0.222, -0.2169, -0.222, -0.222, -0.272, -0.316, -0.372, -0.3813, -0.358, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062186211238670713", "ticker_idx": 5, "ts": "2026-06-03T14:54:40+00:00", "symbol": "LUNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the SpaceX IPO is not the end of other space stocks, it is just the beginning", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on space stocks PL, RKLB, SATL, ASTS, FLY, LUNR; SpaceX IPO halo effect is just the beginning, not the end.", "resolved_tickers": ["LUNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership. \n\nAlthough the Halo effect has already started, the SpaceX IPO is not the end of other space stocks, it is just the beginning. https://t.co/0L3muTtWiu", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.16967181652648988, "ret_signed_m1d": 0.16967181652648988, "alpha_spy_m1d": 0.16260504538446918, "alpha_c_m1d": 0.168867407949155, "bench_spy_m1d": 0.0070667711420207, "bench_c_m1d": 0.0008044085773348808, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0059119347358669305, "ret_signed_p1d": -0.0059119347358669305, "alpha_spy_p1d": -0.009690620498006064, "alpha_c_p1d": -0.018034924791010987, "bench_spy_p1d": 0.0037786857621391334, "bench_c_p1d": 0.012122990055144056, "ret_p1w": -0.2156370555364865, "ret_signed_p1w": -0.2156370555364865, "alpha_spy_p1w": -0.17743967402982486, "alpha_c_p1w": -0.19041441285437222, "bench_spy_p1w": -0.03819738150666163, "bench_c_p1w": -0.02522264268211427, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.4789, -0.4656, -0.4774, -0.4546, -0.4786, -0.4798, -0.4771, -0.4413, -0.4647, -0.441, -0.473, -0.3996, -0.4703, -0.3926, -0.4316, -0.4821, -0.5167, -0.4514, -0.4017, -0.2909, -0.2909, -0.3225, -0.3281, -0.3086, -0.3506, -0.3033, -0.2785, -0.3003, -0.2941, -0.1936, -0.1847, -0.1865, -0.1777, -0.115, -0.1853, -0.2453, -0.2255, -0.2734, -0.2672, -0.2507, -0.2427, -0.2507, -0.2669, -0.2217, -0.2873, -0.1437, -0.0417, -0.0514, 0.0547, 0.0795, 0.0018, -0.0071, -0.0405, -0.0047, 0.0121, 0.1309, 0.1309, 0.0304, 0.1924, 0.3509, 0.2956, 0.1295, 0.1697, 0.0, -0.0059, -0.1321, -0.121, -0.188, -0.2156, -0.0943, -0.2131, -0.2385, -0.3095, -0.3284, -0.3246, -0.3246, -0.35, -0.3807, -0.4345, -0.4472, -0.415, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062657375417307224", "ticker_idx": 0, "ts": "2026-06-04T22:06:55+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "But what a quarter again 👏🏼", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL after strong earnings call; durable positive verdict on another standout quarter.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Just finished the $PL earnings call. So much going on in the company. I will make a detailed thread or article tomorrow. Will gave a lot of updates on ongoing projects, so want to map them out in a clear and understandable way for you guys. \n\nBut what a quarter again 👏🏼 https://t.co/mtw0IDD0d7", "reply_text": null, "parent_text": null, "quoted_text": "$PL down 8% at the moment after another record quarter, a double beat, a gross profit margin beat, and raised guidance. Won't be surprised if the stock is up tomorrow. This is what I learned from the earnings transcript, looking forward to the earnings call in about an hour. \n\nOn https://t.co/NpRQc6k2BW", "parent_author": null, "ret_m1d": 0.3510241194940258, "ret_signed_m1d": 0.3510241194940258, "alpha_spy_m1d": 0.32453097689213717, "alpha_c_m1d": 0.33965646341049793, "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": 0.016139057667991175, "ret_signed_p1d": 0.016139057667991175, "alpha_spy_p1d": 0.013874885059219633, "alpha_c_p1d": 0.019296593548242424, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": -0.03320923530832509, "ret_signed_p1w": -0.03320923530832509, "alpha_spy_p1w": -0.03890376631512771, "alpha_c_p1w": -0.04469167096063309, "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": [-0.2117, -0.2104, -0.225, -0.2306, -0.2365, -0.1595, -0.23, -0.1633, 0.05, 0.0497, -0.0121, 0.0978, 0.0056, -0.0422, -0.1344, -0.1325, -0.0469, 0.1136, 0.1136, 0.0869, 0.0916, 0.1344, 0.0624, 0.076, 0.0652, 0.0531, 0.068, 0.2381, 0.1943, 0.1639, 0.1803, 0.225, 0.1884, 0.0999, 0.1002, 0.0872, 0.0577, 0.1474, 0.1453, 0.1962, 0.1524, 0.2318, 0.0937, 0.2117, 0.2986, 0.2626, 0.2644, 0.3358, 0.2917, 0.2914, 0.2908, 0.324, 0.3184, 0.3765, 0.3765, 0.4997, 0.5667, 0.5953, 0.5872, 0.442, 0.4926, 0.3386, 0.351, 0.0, 0.0161, -0.0326, -0.0466, 0.0605, -0.0332, -0.0509, -0.1245, -0.1241, -0.1238, -0.1238, -0.1071, -0.1145, -0.1837, -0.1772, -0.1598, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043748020680806482", "ticker_idx": 0, "ts": "2026-04-13T17:47:53+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's by far the safest play into the drone industry. If Amprius becomes the baseline standard for high-performance aviation, $2.5 billion is a drop in the bucket.", "tweet_type": "analysis", "timeline": "years", "summary": "Long AMPX as the safest drone/eVTOL play on proprietary silicon nanowire battery tech; $2.5B valuation seen as deeply understated given multi-billion addressable markets.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX now doubled since I first started to buy shares. \n\nIt’s by far the safest play into the drone industry. \n\nDrones and eVTOLs live and die by their battery's energy density (measured in Watt-hours per kilogram, or Wh/kg). Traditional graphite lithium-ion batteries are simply too heavy and lack the juice for extended, heavy-payload flights.\n\nAmprius uses proprietary silicon nanowire anode technology (through their SiMaxx and SiCore platforms) to achieve energy densities between 400 to 500 Wh/kg.\n\nIn the drone world, this translates to:  \n• Double the range: Up to a 100% improvement in flight time compared to traditional batteries.  \n\n• Heavier payloads: Drones can carry more cargo (or passengers, in the case of air taxis) without increasing the battery footprint.\n\n• Faster turnaround: High power density combined with rapid charging reduces ground downtime. \n\nIf Amprius becomes the baseline standard for high-performance aviation, $2.5 billion is a drop in the bucket. The eVTOL, drone, and defense markets are projected to reach tens of billions in the coming years.", "reply_text": null, "parent_text": null, "quoted_text": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026.\n\nLithium-ion batteries rely on graphite anodes, which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo", "parent_author": null, "ret_m1d": -0.06362153970230844, "ret_signed_m1d": -0.06362153970230844, "alpha_spy_m1d": -0.05394366893733571, "alpha_c_m1d": -0.056616469853518314, "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": -0.027188690407539906, "ret_signed_p1d": -0.027188690407539906, "alpha_spy_p1d": -0.039373567617380645, "alpha_c_p1d": -0.03077823190724105, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.06634047097303619, "ret_signed_p1w": 0.06634047097303619, "alpha_spy_p1w": 0.033371583664175475, "alpha_c_p1w": 0.05956688732053106, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.023926076599289692, "ret_signed_p1m": 0.023926076599289692, "alpha_spy_p1m": -0.05198121598091121, "alpha_c_p1m": 0.014547166284693436, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4367, -0.4481, -0.4018, -0.4018, -0.3926, -0.3872, -0.3502, -0.3926, -0.4073, -0.3703, -0.3486, -0.2616, -0.3235, -0.2849, -0.2017, -0.3257, -0.4247, -0.3344, -0.3208, -0.3719, -0.3959, -0.4459, -0.4579, -0.4579, -0.4687, -0.4611, -0.4372, -0.4823, -0.4454, -0.4127, -0.3986, -0.3736, -0.4165, -0.3698, -0.3676, -0.3176, -0.1903, -0.112, -0.0364, -0.0212, 0.0109, -0.0054, -0.0239, 0.0163, 0.0538, 0.0277, 0.0392, -0.0103, 0.0158, -0.0343, -0.025, -0.0669, -0.1234, -0.1996, -0.0832, -0.1561, -0.13, -0.13, -0.0451, -0.0919, -0.0799, -0.1218, -0.0636, 0.0, -0.0272, -0.0049, 0.0402, 0.0152, 0.0663, 0.1653, 0.2338, 0.1816, 0.1234, 0.1648, 0.0707, 0.106, 0.1452, 0.1349, 0.1082, 0.1637, 0.2066, -0.124, -0.0919, -0.0386, 0.0239, -0.0473, -0.0283, -0.0837, -0.137, -0.1582, -0.1805, -0.168, -0.1283, -0.1283, -0.0305, -0.0669, 0.1338, 0.1028, 0.1827, 0.2458, 0.1822, 0.2257, 0.0707, 0.0239, -0.0527, -0.1066, -0.0701, -0.1131, -0.0854, -0.1577, -0.1843, -0.1207, -0.1207, -0.149, -0.2322, -0.3192, -0.317, -0.298, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032148857333662120", "ticker_idx": 0, "ts": "2026-03-12T17:36:57+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Four catalysts for $OUST to keep an eye on", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish OUST on four catalysts: NDAA deadline forcing Chinese LiDAR replacement, SAFE LiDAR Act expansion, Q1 2026 earnings proof of profitability, and StereoLabs Physical AI integration.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "Four catalysts for $OUST to keep an eye on\n\n1. The June 2026 NDAA Deadline\nThis is probably the most important near-term catalyst. Starting June 30, the NDAA kicks in. This bans the Department of Defense and other federal agencies from operating or puchasing LiDAR technologies from foreign companies.\n\nChinese competitors like Hesai are dominating this market. This Act will force a massive, mandatory replacement cycle. It will push federal, defense, and drone contracts toward NDAA-compliant American providers like Ouster.\n\n2. Legislative Momentum on the SAFE LiDAR Act\nGoing evern further, the SAFE LiDAR Act will expand these restrictions beyond the DoD. If passed, this act will prohibit the Department of Transportation and critical infrastructure operators from buying Chinese LiDAR. \n\nAny news throughout 2026 will act as an upside catalyst, as it legally constructs a localized U.S. monopoly for Ouster.\n\n3. Q1 2026 Earnings & Proof of Core Profitability\nOuster recently posted a superb Q4 2025, reporting its first GAAP profitable quarter with $62.18 million in revenue. However, this was heavily subsidized by a ~$21 million one-time IP royalty settlement.\n\nQ1 earnings will be mainly about the $45-$48 revenue guidance. Ouster's core sensor shipments and recurring software revenues should be able to sustain their 60% gross margins without the support of the one-off royalty boosts.\n\n4. The StereoLabs Integration and Physical AI Contracts\nIn February 2026, Ouster acquired StereoLabs to become an Physical AI platform. They acquisition ads AI vision cameras to their portfolio. \n\nThe market is waiting to see how quickly this acquisition becomes visible to the bottom line. Any announcements of humanoid robotics contracts that combine Ouster's sensors with StereoLabs' tech will validate the bullish thesis.", "reply_text": null, "parent_text": null, "quoted_text": "After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20. \n\nThe main reason I'm so bullish is because of a massive shift happening right now in the automation space.\n\nHow do they make money? \n\nOuster engineers and sells https://t.co/AaPrBSkZRK", "parent_author": null, "ret_m1d": 0.09707449405589497, "ret_signed_m1d": 0.09707449405589497, "alpha_spy_m1d": 0.08165538919769078, "alpha_c_m1d": 0.07828465407442242, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.018789839981472545, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04831561074429125, "ret_signed_p1d": -0.04831561074429125, "alpha_spy_p1d": -0.04265547499168232, "alpha_c_p1d": -0.04077071182103531, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.007544898923255938, "ret_p1w": -0.06648936327611488, "ret_signed_p1w": -0.06648936327611488, "alpha_spy_p1w": -0.057090871884097893, "alpha_c_p1w": -0.07076966274615992, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": 0.004280299470045046, "ret_p1m": -0.08289002553868863, "ret_signed_p1m": -0.08289002553868863, "alpha_spy_p1m": -0.10579431700145614, "alpha_c_p1m": -0.11885432856018818, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.035964303021499555, "ret_p3m": 0.7074468692215725, "ret_signed_p3m": 0.7074468692215725, "alpha_spy_p3m": 0.5978427590570774, "alpha_c_p3m": 0.39436813077581223, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.3130787384457603, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08289002553868863, "alpha_spy_stated": -0.10579431700145614, "alpha_c_stated": -0.11885432856018818, "price_path": [-0.0208, -0.0027, -0.0785, -0.0514, -0.0146, 0.016, 0.004, -0.0089, -0.0089, -0.0262, -0.0523, -0.0474, -0.0408, -0.0408, 0.0359, 0.0993, 0.1392, 0.1392, 0.227, 0.2354, 0.211, 0.2017, 0.2301, 0.2145, 0.1684, 0.1684, 0.086, 0.121, 0.2074, 0.1011, 0.0714, 0.082, 0.0585, 0.0408, -0.0767, -0.0988, -0.1015, -0.1498, -0.2332, -0.1392, -0.0665, -0.1108, -0.1627, -0.1946, -0.168, -0.168, -0.1755, -0.176, -0.1543, -0.1746, -0.1995, -0.1733, -0.1223, -0.1299, -0.16, -0.1024, -0.0372, -0.008, -0.0612, -0.1015, -0.0891, -0.0084, 0.0971, 0.0, -0.0483, -0.0559, -0.0519, -0.0807, -0.0665, -0.1113, -0.0612, -0.0882, -0.1037, -0.1441, -0.2172, -0.2629, -0.1857, -0.1746, -0.1361, -0.1361, -0.1441, -0.1432, -0.102, -0.1121, -0.0829, -0.0301, 0.0381, 0.0833, 0.0714, 0.0754, 0.203, 0.2238, 0.2305, 0.1707, 0.2509, 0.1933, 0.1582, 0.1321, 0.195, 0.1724, 0.2478, 0.2677, 0.303, 0.0864, 0.117, 0.1879, 0.2012, 0.5146, 0.5452, 0.5452, 0.3626, 0.3174, 0.3684, 0.5554, 0.6414, 0.6414, 0.8927, 0.9605, 0.8763, 1.0412, 0.9916, 1.0403, 0.9486, 1.0873, 0.7589, 0.8121, 0.7074, 0.7017, 0.7558, 0.7642, 1.0027, 0.8941, 0.805, 1.0643, 1.0643, 1.1135, 1.0018, 0.8045, 0.8537, 0.8626, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047651322522943864", "ticker_idx": 0, "ts": "2026-04-24T12:18:13+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "only owning $GOOGL and $RKLB from the list", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds GOOGL and RKLB from the parent's basket as live long positions.", "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": "@ParadisLabs Some big names on here but only owning $GOOGL and $RKLB from the list", "reply_text": null, "parent_text": "Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030):\n\n1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents &amp; cloud.\n2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride", "quoted_text": null, "parent_author": "ParadisLabs", "ret_m1d": -0.015998759416315678, "ret_signed_m1d": -0.015998759416315678, "alpha_spy_m1d": -0.008309040191306183, "alpha_c_m1d": -0.03201046274382213, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": 0.016011703327506455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017247411505119103, "ret_signed_p1d": 0.017247411505119103, "alpha_spy_p1d": 0.01552462366755547, "alpha_c_p1d": 0.014910599092823329, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": 0.0023368124122957745, "ret_p1w": 0.11988975190276907, "ret_signed_p1w": 0.11988975190276907, "alpha_spy_p1w": 0.11049121570673948, "alpha_c_p1w": 0.10967688131439046, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.010212870588378609, "ret_p1m": 0.11199193656070694, "ret_signed_p1m": 0.11199193656070694, "alpha_spy_p1m": 0.06759046562559479, "alpha_c_p1m": 0.11268436710778462, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": -0.0006924305470776826, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11199193656070694, "alpha_spy_stated": 0.06759046562559479, "alpha_c_stated": 0.11268436710778462, "price_path": [-0.0293, -0.025, -0.0185, -0.0193, -0.0028, -0.0143, -0.0337, -0.0389, -0.0632, -0.059, -0.0756, -0.0977, -0.1034, -0.1129, -0.1129, -0.1237, -0.1199, -0.1213, -0.0861, -0.0962, -0.0979, -0.0921, -0.1081, -0.0954, -0.1106, -0.1191, -0.1205, -0.127, -0.1338, -0.1105, -0.1085, -0.1037, -0.1186, -0.1223, -0.1128, -0.0972, -0.1066, -0.1082, -0.126, -0.1229, -0.1567, -0.1553, -0.1843, -0.2034, -0.2059, -0.165, -0.1365, -0.1412, -0.1412, -0.1289, -0.1131, -0.0786, -0.0752, -0.0789, -0.067, -0.0334, -0.0211, -0.0243, -0.0079, -0.0203, -0.0352, -0.0148, -0.016, 0.0, 0.0172, 0.0156, 0.0161, 0.1173, 0.1199, 0.1128, 0.1278, 0.1557, 0.1556, 0.1638, 0.1285, 0.1247, 0.169, 0.1645, 0.1521, 0.1526, 0.1256, 0.1292, 0.1256, 0.112, 0.112, 0.1292, 0.129, 0.1328, 0.1044, 0.0928, 0.0507, 0.0424, 0.0807, 0.0701, 0.0555, 0.0583, 0.0354, 0.0394, 0.045, 0.0731, 0.0844, 0.0569, 0.0693, 0.0693, 0.0159, 0.0056, 0.0032, -0.0014, -0.0198, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047651322522943864", "ticker_idx": 1, "ts": "2026-04-24T12:18:13+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 owning $GOOGL and $RKLB from the list", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author holds GOOGL and RKLB from the parent's basket as live 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": "reply_other", "lang": "en", "tweet_text": "@ParadisLabs Some big names on here but only owning $GOOGL and $RKLB from the list", "reply_text": null, "parent_text": "Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030):\n\n1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents &amp; cloud.\n2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride", "quoted_text": null, "parent_author": "ParadisLabs", "ret_m1d": 0.06174696473521135, "ret_signed_m1d": 0.06174696473521135, "alpha_spy_m1d": 0.06943668396022085, "alpha_c_m1d": 0.052469922348667986, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": 0.009277042386543366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03275603163096408, "ret_signed_p1d": 0.03275603163096408, "alpha_spy_p1d": 0.031033243793400445, "alpha_c_p1d": 0.03252410778854564, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": 0.00023192384241843556, "ret_p1w": -0.010918709127132331, "ret_signed_p1w": -0.010918709127132331, "alpha_spy_p1w": -0.020317245323161925, "alpha_c_p1w": -0.013759798369209708, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.002841089242077377, "ret_p1m": 0.7038151855782231, "ret_signed_p1m": 0.7038151855782231, "alpha_spy_p1m": 0.6594137146431109, "alpha_c_p1m": 0.7078738084756427, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": -0.00405862289741965, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7038151855782231, "alpha_spy_stated": 0.6594137146431109, "alpha_c_stated": 0.7078738084756427, "price_path": [0.0919, 0.1116, 0.0753, 0.0049, -0.0694, 0.02, -0.0825, -0.1677, -0.0924, -0.0482, -0.096, -0.1263, -0.1716, -0.1536, -0.1536, -0.1229, -0.066, -0.0389, -0.1107, -0.1189, -0.1219, -0.119, -0.0882, -0.1328, -0.1093, -0.1199, -0.0975, -0.1215, -0.1201, -0.1029, -0.1349, -0.0969, -0.1419, -0.1414, -0.105, -0.0137, -0.128, -0.0973, -0.1562, -0.1466, -0.1708, -0.0853, -0.1724, -0.2353, -0.2799, -0.194, -0.1777, -0.15, -0.15, -0.1507, -0.1677, -0.133, -0.1624, -0.146, -0.1137, -0.0936, -0.0763, 0.0408, 0.0643, 0.1227, 0.0873, 0.13, 0.0617, 0.0, 0.0328, -0.0137, -0.0334, 0.0355, -0.0109, 0.0079, -0.0115, 0.0624, -0.0138, 0.3237, 0.4728, 0.4754, 0.5581, 0.6635, 0.5659, 0.6461, 0.5978, 0.6852, 0.5744, 0.7038, 0.7038, 0.7972, 0.8854, 0.8578, 0.8007, 0.536, 0.5477, 0.4395, 0.5054, 0.3815, 0.4263, 0.3583, 0.3184, 0.4405, 0.285, 0.3711, 0.3131, 0.3552, 0.3459, 0.3459, 0.2587, 0.1938, 0.0719, 0.0127, 0.061, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042935763751362627", "ticker_idx": 0, "ts": "2026-04-11T12:00:16+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$POET and $OUST remain very interesting buys at the moment. Q3 2026' wil be big for both companies.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long POET (photonics, first revenues Q3 2026, unlimited upside) and OUST (lidar, Safe Act tailwind vs Chinese suppliers, Q3 2026 catalyst); will keep buying dips.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$POET and $OUST remain very interesting buys at the moment. Q3 2026’ wil be big for both companies. \n\n$POET up 43% and $OUST 24%. \n\n$POET is a riskier photonics play. They are basically still in the pre-revenue phase. First revenues should come in Q3 2026. \n\nTheir concept is proven and it solves a solution to a critical bottleneck. There is are still a lot of execution risk though but the upside looks unlimited at the moment. \n\n$OUST is a safer Lidar play. They make sensors for autonomous vehicles and robots. This space is now dominated by Chinese suppliers. \n\nBy June 26’, the Safe act will come into play. This will prohibit US manufacturers to buy sensors from Chinese manufacturers. This gives $OUST a huge home advantage. \n\nWe should see the first positive signs in Q3 2026. I will likely keep buying the dips of both.", "reply_text": null, "parent_text": null, "quoted_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "parent_author": null, "ret_m1d": -0.035616468779251176, "ret_signed_m1d": -0.035616468779251176, "alpha_spy_m1d": -0.025938598014278447, "alpha_c_m1d": -0.02104527847736226, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0808219365989492, "ret_signed_p1d": -0.0808219365989492, "alpha_spy_p1d": -0.09300681380878995, "alpha_c_p1d": -0.1003554858695842, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.17671231892436, "ret_signed_p1w": 0.17671231892436, "alpha_spy_p1w": 0.1437434316154993, "alpha_c_p1w": 0.13020175076557838, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.8808218059586355, "ret_signed_p1m": 0.8808218059586355, "alpha_spy_p1m": 0.8049145133784346, "alpha_c_p1m": 0.6148633888609718, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.1082, 0.1384, 0.137, 0.137, 0.1288, 0.1466, -0.0493, -0.0534, -0.1151, -0.0699, -0.1479, -0.1849, -0.2055, -0.2, -0.1726, -0.2315, -0.2904, -0.1959, -0.1493, -0.2, -0.2014, -0.226, -0.2356, -0.2356, -0.2438, -0.2356, -0.237, -0.2205, -0.2438, -0.163, -0.1288, -0.1452, -0.1781, -0.0534, -0.0356, -0.063, -0.0904, -0.1397, -0.0836, -0.0411, 0.0192, 0.0192, -0.0644, -0.0534, -0.1, -0.1534, -0.1466, -0.1877, -0.1699, -0.2137, -0.1644, -0.2479, -0.289, -0.3041, -0.1863, -0.2329, -0.163, -0.163, -0.1671, -0.1836, -0.1479, -0.1671, -0.0356, 0.0, -0.0808, -0.0452, 0.0055, -0.0055, 0.1767, 0.4041, 0.7493, 0.6055, 1.0685, 0.089, 0.1, -0.0959, -0.0247, 0.0014, -0.026, 0.2616, 0.3315, 0.3123, 0.5, 0.9041, 0.8808, 0.9685, 1.8178, 1.1877, 0.9466, 0.7904, 1.0247, 1.0301, 0.9986, 0.9986, 0.8288, 0.8192, 0.8164, 0.6836, 0.9027, 0.8932, 1.1068, 1.1205, 0.6247, 0.6822, 0.4753, 0.5041, 0.5411, 0.7164, 0.9082, 0.7329, 0.637, 0.6644, 0.6644, 0.6562, 0.4699, 0.4603, 0.3877, 0.2932, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042935763751362627", "ticker_idx": 1, "ts": "2026-04-11T12:00:16+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is a safer Lidar play... By June 26', the Safe act will come into play. This will prohibit US manufacturers to buy sensors from Chinese manufacturers. This gives $OUST a huge home advantage. We should see the first positive signs in Q3 2026. I will likely keep buying the dips of both.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long POET (photonics, first revenues Q3 2026, unlimited upside) and OUST (lidar, Safe Act tailwind vs Chinese suppliers, Q3 2026 catalyst); will keep buying dips.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "$POET and $OUST remain very interesting buys at the moment. Q3 2026’ wil be big for both companies. \n\n$POET up 43% and $OUST 24%. \n\n$POET is a riskier photonics play. They are basically still in the pre-revenue phase. First revenues should come in Q3 2026. \n\nTheir concept is proven and it solves a solution to a critical bottleneck. There is are still a lot of execution risk though but the upside looks unlimited at the moment. \n\n$OUST is a safer Lidar play. They make sensors for autonomous vehicles and robots. This space is now dominated by Chinese suppliers. \n\nBy June 26’, the Safe act will come into play. This will prohibit US manufacturers to buy sensors from Chinese manufacturers. This gives $OUST a huge home advantage. \n\nWe should see the first positive signs in Q3 2026. I will likely keep buying the dips of both.", "reply_text": null, "parent_text": null, "quoted_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "parent_author": null, "ret_m1d": -0.05438750787718449, "ret_signed_m1d": -0.05438750787718449, "alpha_spy_m1d": -0.044709637112211764, "alpha_c_m1d": -0.033853127163135266, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.020534380714049227, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07038395679140352, "ret_signed_p1d": 0.07038395679140352, "alpha_spy_p1d": 0.058199079581562785, "alpha_c_p1d": 0.05438231085146561, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.016001645939937914, "ret_p1w": 0.24040221346596913, "ret_signed_p1w": 0.24040221346596913, "alpha_spy_p1w": 0.2074333261571084, "alpha_c_p1w": 0.17893672259858562, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.06146549086738351, "ret_p1m": 0.23857410516099087, "ret_signed_p1m": 0.23857410516099087, "alpha_spy_p1m": 0.16266681258078997, "alpha_c_p1m": 0.03536001084552698, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.2032140943154639, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.2683, 0.2523, 0.2048, 0.2048, 0.1197, 0.1559, 0.245, 0.1353, 0.1047, 0.1156, 0.0914, 0.0731, -0.048, -0.0708, -0.0736, -0.1234, -0.2093, -0.1124, -0.0375, -0.0832, -0.1367, -0.1696, -0.1421, -0.1421, -0.1499, -0.1504, -0.128, -0.149, -0.1746, -0.1476, -0.0951, -0.1028, -0.1339, -0.0745, -0.0073, 0.0229, -0.032, -0.0736, -0.0608, 0.0224, 0.1312, 0.0311, -0.0187, -0.0265, -0.0224, -0.0521, -0.0375, -0.0836, -0.032, -0.0599, -0.0759, -0.1175, -0.1929, -0.2399, -0.1604, -0.149, -0.1092, -0.1092, -0.1175, -0.1165, -0.074, -0.0846, -0.0544, 0.0, 0.0704, 0.117, 0.1047, 0.1088, 0.2404, 0.2619, 0.2687, 0.207, 0.2898, 0.2303, 0.1942, 0.1673, 0.2322, 0.2089, 0.2866, 0.3071, 0.3435, 0.1202, 0.1517, 0.2249, 0.2386, 0.5617, 0.5932, 0.5932, 0.4049, 0.3583, 0.4109, 0.6037, 0.6924, 0.6924, 0.9516, 1.0215, 0.9346, 1.1047, 1.0535, 1.1037, 1.0091, 1.1522, 0.8135, 0.8684, 0.7605, 0.7546, 0.8103, 0.819, 1.0649, 0.9529, 0.8611, 1.1284, 1.1284, 1.1792, 1.064, 0.8606, 0.9113, 0.9205, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034220054401765841", "ticker_idx": 0, "ts": "2026-03-18T10:47:09+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "currently already up 9% in pre-market, which is often a good sign", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish OSS into earnings: defense/aerospace momentum, positive EPS, margin expansion from product mix shift, and Bressner divestiture clarity are key catalysts.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "$OSS to report earnings before the bell. They are currently already up 9% in pre-market, which is often a good sign. \n\nIt will be important to see continued momentum and expansion within their defense and aerospace contracts, which provide crucial stability for the company. EPS should stay positive in the coming quarter. \n\nThey should also talk about a potential margin expansion driven by a shift towards a higher-value product mix. \n\nManagement commentary on disciplined M&A execution and the strategic impacts of the Bressner divestiture will be key to understanding their future trajectory.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.048932402307348855, "ret_signed_m1d": -0.048932402307348855, "alpha_spy_m1d": -0.06308350629717852, "alpha_c_m1d": -0.0603848715221994, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.011452469214850547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08629887305220074, "ret_signed_p1d": -0.08629887305220074, "alpha_spy_p1d": -0.08383458477685646, "alpha_c_p1d": -0.08970554303395661, "bench_spy_p1d": -0.002464288275344284, "bench_c_p1d": 0.003406669981755872, "ret_p1w": -0.19217080884310644, "ret_signed_p1w": -0.19217080884310644, "alpha_spy_p1w": -0.18791303746178312, "alpha_c_p1w": -0.18470509479339225, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.007465714049714189, "ret_p1m": -0.1316725598197318, "ret_signed_p1m": -0.1316725598197318, "alpha_spy_p1m": -0.195392464383758, "alpha_c_p1m": -0.23495621670688516, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.10328365688715335, "ret_p3m": 0.532918139954933, "ret_signed_p3m": 0.532918139954933, "alpha_spy_p3m": 0.3885922416340053, "alpha_c_p3m": 0.14100418592380115, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.39191395403113183, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1316725598197318, "alpha_spy_stated": -0.195392464383758, "alpha_c_stated": -0.23495621670688516, "price_path": [-0.3461, -0.3541, -0.3407, -0.3568, -0.3568, -0.3603, -0.3665, -0.3639, -0.3612, -0.3612, -0.395, -0.3861, -0.427, -0.2998, -0.218, -0.282, -0.0703, 0.0053, 0.04, -0.0347, -0.0516, -0.0516, -0.0409, 0.0383, 0.0089, -0.0569, -0.0996, -0.0649, -0.0783, -0.0552, -0.1201, -0.1504, -0.1512, -0.2028, -0.2838, -0.1779, -0.1415, -0.153, -0.1593, -0.2393, -0.226, -0.226, -0.2633, -0.2571, -0.0623, -0.1352, -0.1931, -0.1815, -0.1948, -0.1877, -0.2656, -0.2327, -0.2625, -0.2536, -0.2456, -0.2518, -0.2082, -0.161, -0.1183, -0.097, -0.1032, -0.0916, -0.0489, 0.0, -0.0863, -0.2153, -0.1806, -0.1957, -0.1922, -0.2402, -0.3181, -0.3585, -0.3265, -0.3541, -0.3203, -0.3203, -0.3132, -0.3221, -0.2909, -0.3034, -0.306, -0.2117, -0.2206, -0.1254, -0.1317, -0.1174, -0.0996, -0.1165, -0.0747, -0.1299, -0.1361, -0.1148, -0.1753, -0.218, -0.1557, -0.1077, -0.1317, -0.1308, 0.3639, 0.3434, 0.395, 0.4164, 0.3835, 0.411, 0.5338, 0.4653, 0.4226, 0.371, 0.3959, 0.4689, 0.5863, 0.5863, 0.5516, 0.5623, 0.5934, 0.6174, 0.6868, 0.7749, 0.6922, 0.6815, 0.5027, 0.4671, 0.3977, 0.4021, 0.4982, 0.4813, 0.5329, 0.605, 0.6174, 0.6406, 0.6406, 0.6183, 0.5142, 0.4333, 0.4413, 0.4448, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2056818267629523115", "ticker_idx": 0, "ts": "2026-05-19T19:24:23+00:00", "symbol": "Alphabet", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "Google is showing there AI data. The numbers are outrageous, this shows we are only at the beginning of AI and there is not time to be bearish", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Google on outrageous AI metrics; too early in the AI cycle to be bearish.", "resolved_tickers": ["GOOGL"], "resolution_method": "exchange_ticker", "resolution_reason": "Alphabet Inc. Class A shares on NASDAQ", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@hectoribarez76 Google is showing there AI data. The numbers are outrageous, this shows we are only at the beginning of AI and there is not time to be bearish", "reply_text": null, "parent_text": "@Kaizen_Investor I’m sorry, but i don’t understand what you’re implying. 😅", "quoted_text": null, "parent_author": "Global_hawk_eye", "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": "reply:2065783921611001945", "ticker_idx": 0, "ts": "2026-06-13T13:10:41+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "around $20B, I would say", "tweet_type": "prediction", "timeline": "years", "summary": "Sees PL market cap reaching ~$20B within roughly a year.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@migibarro1 Difficult to say on a timeline imo. But around $20B, I would say.", "reply_text": null, "parent_text": "@Kaizen_Investor Where would you see $PL market cap in a year from today? :)", "quoted_text": null, "parent_author": "migibarro1", "ret_m1d": 0.018639623814463935, "ret_signed_m1d": 0.018639623814463935, "alpha_spy_m1d": 0.03596802519987996, "alpha_c_m1d": 0.032631041842973274, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.01399141802850934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07750166269281578, "ret_signed_p1d": -0.07750166269281578, "alpha_spy_p1d": -0.07154009984858167, "alpha_c_p1d": -0.0840497733715524, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.006548110678736618, "ret_p1w": -0.05918899510981501, "ret_signed_p1w": -0.05918899510981501, "alpha_spy_p1w": -0.04789868455858326, "alpha_c_p1w": -0.07915375567616634, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.019964760566351325, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1887, -0.1184, 0.1063, 0.106, 0.0409, 0.1566, 0.0595, 0.0092, -0.088, -0.086, 0.0043, 0.1733, 0.1733, 0.1452, 0.1501, 0.1952, 0.1194, 0.1337, 0.1223, 0.1095, 0.1252, 0.3044, 0.2583, 0.2263, 0.2436, 0.2907, 0.2521, 0.1589, 0.1593, 0.1455, 0.1145, 0.209, 0.2067, 0.2603, 0.2142, 0.2979, 0.1524, 0.2767, 0.3682, 0.3303, 0.3322, 0.4075, 0.361, 0.3607, 0.36, 0.395, 0.3891, 0.4503, 0.4503, 0.5801, 0.6508, 0.6808, 0.6723, 0.5193, 0.5726, 0.4104, 0.4235, 0.0536, 0.0706, 0.0193, 0.0046, 0.1174, 0.0186, 0.0, -0.0775, -0.0772, -0.0768, -0.0768, -0.0592, -0.067, -0.14, -0.1331, -0.1148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062630857521942531", "ticker_idx": 0, "ts": "2026-06-04T20:21:32+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Won't be surprised if the stock is up tomorrow. This is what I learned from the earnings transcript", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish PL after double beat, gross margin beat, and raised guidance; expects stock up tomorrow.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL down 8% at the moment after another record quarter, a double beat, a gross profit margin beat, and raised guidance. Won't be surprised if the stock is up tomorrow. This is what I learned from the earnings transcript, looking forward to the earnings call in about an hour. \n\nOn top-line growth and backlog: A massive beat on revenue at $94.2M (up 42% YoY), blowing past the $90M consensus. The backlog is now over $906M (up 72% YoY), providing incredible visibility. They are clearly executing well on converting that pipeline.\n\nOn the bottom line: Q1 non-GAAP EPS came in at ($0.03), right in line with expectations. Adjusted EBITDA loss was minimal at ($1.0M). Crucially, the massive ($138.9M) GAAP net loss was heavily skewed by a ($106.5M) revaluation loss on warrant liabilities due to the stock price running up—and since they redeemed those public warrants, this noise won't happen in future quarters.\n\nOn margins: Q1 non-GAAP gross margin hit 56%, beating the 49-51% guidance they had previously set.\n\nOn European/Sovereign momentum: The demand continues to surge. They signed an 8-figure deal with an international Defense & Intelligence customer, plus 7-figure deals with the Greek Government and the Czech Republic. The defense and intelligence floor is strong.\n\nOn next-gen fleet deployment: Huge news here. They successfully launched 3 Pelican satellites, including Sweden's sovereign reconnaissance satellite, just 4 months after contract signing. Pelican-11 is also shipped and ready for the upcoming Transporter-17 mission.\n\nOn cash and runway: Healthy balance sheet confirmed. They ended the quarter with $731M in cash and short-term investments (up 223% YoY, aided by the $108M from warrant exercises). Free cash flow was slightly negative at ($2.5M), but they have an immense runway to fund growth.\n\nOn forward guidance: Raised significantly. Q2 revenue is guided at $102M -$107M, and full-year FY27 revenue is raised to $425M -$441M. They are still targeting positive adjusted EBITDA of $0-$10M for the full year with non-GAAP gross margins expanding to 52-54%.", "reply_text": null, "parent_text": null, "quoted_text": "Today $PL announces their Q1 earnings. Here are my preparation notes:\n\n- On top and bottom line expectations: The consensus is sitting at roughly $90M in revenue, which would represent about 36% YoY growth, right at the top end of their $87M -$91M guidance. EPS is expected to https://t.co/oouqnLdeFg", "parent_author": null, "ret_m1d": 0.3510241194940258, "ret_signed_m1d": 0.3510241194940258, "alpha_spy_m1d": 0.32453097689213717, "alpha_c_m1d": 0.33965646341049793, "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": 0.016139057667991175, "ret_signed_p1d": 0.016139057667991175, "alpha_spy_p1d": 0.013874885059219633, "alpha_c_p1d": 0.019296593548242424, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": -0.03320923530832509, "ret_signed_p1w": -0.03320923530832509, "alpha_spy_p1w": -0.03890376631512771, "alpha_c_p1w": -0.04469167096063309, "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": 5, "stated_label": "p1w", "ret_signed_stated": -0.03320923530832509, "alpha_spy_stated": -0.03890376631512771, "alpha_c_stated": -0.04469167096063309, "price_path": [-0.2117, -0.2104, -0.225, -0.2306, -0.2365, -0.1595, -0.23, -0.1633, 0.05, 0.0497, -0.0121, 0.0978, 0.0056, -0.0422, -0.1344, -0.1325, -0.0469, 0.1136, 0.1136, 0.0869, 0.0916, 0.1344, 0.0624, 0.076, 0.0652, 0.0531, 0.068, 0.2381, 0.1943, 0.1639, 0.1803, 0.225, 0.1884, 0.0999, 0.1002, 0.0872, 0.0577, 0.1474, 0.1453, 0.1962, 0.1524, 0.2318, 0.0937, 0.2117, 0.2986, 0.2626, 0.2644, 0.3358, 0.2917, 0.2914, 0.2908, 0.324, 0.3184, 0.3765, 0.3765, 0.4997, 0.5667, 0.5953, 0.5872, 0.442, 0.4926, 0.3386, 0.351, 0.0, 0.0161, -0.0326, -0.0466, 0.0605, -0.0332, -0.0509, -0.1245, -0.1241, -0.1238, -0.1238, -0.1071, -0.1145, -0.1837, -0.1772, -0.1598, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039745063106830652", "ticker_idx": 0, "ts": "2026-04-02T16:41:34+00:00", "symbol": "FN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$FN is perfectly positioned. We know photonics is a bottleneck, but $FN is the bottleneck within the bottleneck", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FN as the manufacturing backbone of optical/photonics, direct NVDA supplier, safer way to play AI data-center optical networking bottleneck.", "resolved_tickers": ["FN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "original", "lang": "en", "tweet_text": "With the whole focus on photonics companies like $LITE, $COHR, and $AAOI, it surprises me that a company like $FN is completely ignored by X investors.\n\nFabrinet is essentially the manufacturing backbone for the entire optical industry. Companies like Lumentum and Coherent pour billions into R&D to design cutting-edge lasers and transceivers, but they outsource the actual building, testing, and packaging to $FN. This allows them to scale without spending billions on their own factories.\n\nFurthermore, $FN is already manufacturing optical cables directly for $NVDA. Nvidia designs its own proprietary Active Optical Cables (AOCs) to connect its GPUs within server racks. Instead of buying these from a middleman, Nvidia goes straight to Fabrinet to build them.\n\nAI data centers are entirely dependent on moving data between thousands of GPUs instantly. The bottleneck is optical networking. Because Fabrinet manufactures these ultra-precise, high-margin optical components, they hold a highly specialized and lucrative position.\n\nThe ceiling on $FN might be lower than the volatile designers like $LITE and $COHR, but for investors who want a safer route into photonics, $FN is perfectly positioned. We know photonics is a bottleneck, but $FN is the bottleneck within the bottleneck.\n\nNote: I'm not an investor in $FN, need to do a bit more research before making my decision.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04120291671862586, "ret_signed_m1d": -0.04120291671862586, "alpha_spy_m1d": -0.04030326728519418, "alpha_c_m1d": -0.03326111012529187, "bench_spy_m1d": -0.0008996494334316818, "bench_c_m1d": -0.007941806593333989, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": 0.10805247993279199, "ret_signed_p1w": 0.10805247993279199, "alpha_spy_p1w": 0.07133573570456275, "alpha_c_p1w": 0.06334334979287481, "bench_spy_p1w": 0.03671674422822924, "bench_c_p1w": 0.044709130139917175, "ret_p1m": 0.2662509926950769, "ret_signed_p1m": 0.2662509926950769, "alpha_spy_p1m": 0.1674143974716351, "alpha_c_p1m": 0.07594297372281478, "bench_spy_p1m": 0.09883659522344179, "bench_c_p1m": 0.19030801897226213, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2662509926950769, "alpha_spy_stated": 0.1674143974716351, "alpha_c_stated": 0.07594297372281478, "price_path": [-0.1811, -0.1412, -0.1568, -0.2062, -0.1985, -0.1703, -0.1236, -0.145, -0.1082, -0.1138, -0.1138, -0.1352, -0.1248, -0.157, -0.1632, -0.1503, -0.1064, -0.1021, -0.1106, -0.1228, -0.1046, -0.1961, -0.2418, -0.2066, -0.0967, -0.1005, -0.1643, -0.1657, -0.1719, -0.1119, -0.1119, -0.1097, -0.0935, -0.0791, -0.0212, 0.0336, 0.05, 0.104, 0.008, -0.0221, 0.0419, -0.0089, 0.0106, -0.0242, -0.1229, -0.0546, -0.0268, -0.0603, -0.081, -0.1001, -0.0809, -0.1039, -0.1031, -0.0309, -0.0927, -0.0206, 0.077, 0.0969, -0.0148, -0.0108, -0.1184, -0.0653, -0.0412, 0.0, 0.0, -0.0065, -0.0004, 0.0936, 0.1081, 0.1867, 0.2364, 0.2217, 0.2291, 0.2055, 0.2364, 0.2546, 0.2465, 0.2367, 0.2357, 0.2907, 0.2272, 0.143, 0.1532, 0.2249, 0.2663, 0.2864, 0.1834, 0.2171, 0.1221, 0.1135, 0.1641, 0.1371, 0.2475, 0.3378, 0.294, 0.255, 0.2147, 0.1868, 0.2604, 0.2615, 0.2615, 0.2201, 0.2311, 0.1971, 0.1724, 0.1154, 0.2565, 0.2994, 0.281, 0.1134, 0.1178, 0.0502, 0.0399, 0.0435, 0.0951, 0.1391, 0.0539, 0.0473, 0.0283, 0.0283, 0.106, 0.0458, 0.0183, 0.0176, -0.0595, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055629051444732057", "ticker_idx": 0, "ts": "2026-05-16T12:38:52+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Filtronic is central to this revolution", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Filtronic as a central player in the space communication technology revolution.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@damnang2 Great article, I wrote one about the communication technologies in space. Filtronic is central to this revolution. https://t.co/eOCAGiE6XA", "reply_text": null, "parent_text": "This article breaks down the SpaceX semiconductor ecosystem layer by layer and provides a framework for separating confirmed suppliers, indirect beneficiaries, and optionality plays.\n\nUsing publicly available numbers, it reverse engineers the semiconductor BOM inside a Starlink https://t.co/z4Zyeu4EOs", "quoted_text": null, "parent_author": "damnang2", "ret_m1d": -0.014598540145985384, "ret_signed_m1d": -0.014598540145985384, "alpha_spy_m1d": -0.015302544737507029, "alpha_c_m1d": -0.0004819284905153154, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.014116611655470068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0936739659367396, "ret_signed_p1d": 0.0936739659367396, "alpha_spy_p1d": 0.10033475402423297, "alpha_c_p1d": 0.1033886423999455, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.009714676463205896, "ret_p1w": -0.07785888077858882, "ret_signed_p1w": -0.07785888077858882, "alpha_spy_p1w": -0.08732210088796888, "alpha_c_p1w": -0.09774363674433928, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.019884755965750456, "ret_p1m": -0.08394160583941601, "ret_signed_p1m": -0.08394160583941601, "alpha_spy_p1m": -0.09975428792956564, "alpha_c_p1m": -0.14420272476350693, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.06026111892409092, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08394160583941601, "alpha_spy_stated": -0.09975428792956564, "alpha_c_stated": -0.14420272476350693, "price_path": [-0.5012, -0.5085, -0.5109, -0.5182, -0.5134, -0.5134, -0.5182, -0.5085, -0.5134, -0.5426, -0.5182, -0.5255, -0.5341, -0.5645, -0.5353, -0.5195, -0.5255, -0.5328, -0.5487, -0.545, -0.5511, -0.5876, -0.6083, -0.5864, -0.5864, -0.5523, -0.5547, -0.545, -0.5426, -0.5328, -0.5109, -0.5012, -0.5012, -0.5012, -0.5036, -0.4842, -0.5036, -0.5134, -0.5158, -0.4988, -0.4745, -0.4623, -0.4331, -0.4039, -0.3917, -0.3455, -0.3114, -0.2798, -0.3491, -0.3601, -0.3431, -0.292, -0.3017, -0.3017, -0.1484, -0.1727, -0.0146, -0.0754, -0.0888, -0.129, -0.0195, -0.0073, -0.0146, 0.0, 0.0937, 0.1411, -0.0146, -0.0779, -0.0779, -0.0024, -0.0535, -0.1119, -0.0511, -0.0389, -0.1241, -0.3017, -0.2068, -0.1727, -0.0511, -0.1727, -0.2336, -0.2457, -0.2092, -0.1813, -0.0839, -0.0998, -0.0998, -0.0827, -0.0754, -0.1727, -0.2457, -0.3187, -0.4404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034753329905950791", "ticker_idx": 0, "ts": "2026-03-19T22:06:12+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They raised guidance significantly, but regarding the big backlog, they could have raised it even more. Planet wants to have some room to move with the revenues as they still don't know exactly when they can turn this backlog into revenues. They want some space for an upside surprise.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish PL post-earnings: conservative guidance leaves room for upside surprise given large backlog and surging demand.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL earnings call just ended, here are my notes:\n\n- On Project Suncatcher: It is still early days, but things are going well. It's an interesting space with a lot of potential. But it's still a research project; no potential revenue was given.\n\n- On the collaboration with $NVDA: It is mainly a research collaboration at the moment. No extra details were shared.\n\n- On the European market: The demand is huge in Europe. The Swedish and German contracts prove this.\n\n- On the 'conservative' guidance: They raised guidance significantly, but regarding the big backlog, they could have raised it even more. Planet wants to have some room to move with the revenues as they still don't know exactly when they can turn this backlog into revenues. They want some space for an upside surprise.\n\n- On the Rule of 40: Extremely proud to achieve the Rule of 40 this quarter. Goal to achieve the Rule of 40 for the full 2027 year.\n\n- On free cash flow: The goal is to stay positive for fiscal 2027, although they expect some ups and downs during the quarters.\n\n- On building up the fleet: Because they feel the demand is surging. Not 1 customer specifically, but the overall demand.\n\n- Analysts: Analysts who asked questions all congratulated Will on his spectacular quarter. Looking forward to seeing the new price targets.\n\nNote: These are just my notes during the live session, don't have the transcript yet.", "reply_text": null, "parent_text": null, "quoted_text": "$PL up 9% after a massive double beat 📈\n\nAs expected they easily beated the revenue guidance. But the forecast is also big. Planet guided FY27 revenue to $415 million–$440 million. That implies roughly 35% to 43% year-over-year growth, meaning their growth rate is actually https://t.co/S1JDnWZXtH", "parent_author": null, "ret_m1d": -0.2030742646982544, "ret_signed_m1d": -0.2030742646982544, "alpha_spy_m1d": -0.21761855651211448, "alpha_c_m1d": -0.21785748293851537, "bench_spy_m1d": 0.014544291813860077, "bench_c_m1d": 0.014783218240260965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00029565875522030716, "ret_signed_p1d": -0.00029565875522030716, "alpha_spy_p1d": -0.010795649980696709, "alpha_c_p1d": -0.011665460187648469, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.011369801432428162, "ret_p1w": -0.08779193201156654, "ret_signed_p1w": -0.08779193201156654, "alpha_spy_p1w": -0.06546586429828471, "alpha_c_p1w": -0.07528090928259024, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.012511022728976307, "ret_p1m": 0.1084835344459365, "ret_signed_p1m": 0.1084835344459365, "alpha_spy_p1m": 0.015741159931530913, "alpha_c_p1m": 0.029813176805702835, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.07867035764023367, "ret_p3m": -0.16582921117522442, "ret_signed_p3m": -0.16582921117522442, "alpha_spy_p3m": -0.30828105460828614, "alpha_c_p3m": -0.2798557013997931, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.11402649022456868, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": -0.16582921117522442, "alpha_spy_stated": -0.30828105460828614, "alpha_c_stated": -0.2798557013997931, "price_path": [-0.3872, -0.3993, -0.3993, -0.4277, -0.4127, -0.4165, -0.4171, -0.4171, -0.3967, -0.3677, -0.3544, -0.3317, -0.3367, -0.3287, -0.248, -0.2516, -0.2099, -0.1641, -0.1493, -0.1493, -0.1723, -0.2202, -0.2297, -0.2037, -0.2353, -0.1703, -0.1759, -0.2211, -0.2619, -0.3246, -0.292, -0.3565, -0.3961, -0.342, -0.29, -0.3263, -0.36, -0.3704, -0.3373, -0.3373, -0.3435, -0.2983, -0.2578, -0.2935, -0.2971, -0.2696, -0.2719, -0.2433, -0.2864, -0.2208, -0.2521, -0.2315, -0.2731, -0.2527, -0.2368, -0.2492, -0.248, -0.2619, -0.2672, -0.2728, -0.1995, -0.2666, -0.2031, 0.0, -0.0003, -0.0591, 0.0455, -0.0423, -0.0878, -0.1756, -0.1738, -0.0922, 0.0606, 0.0606, 0.0352, 0.0396, 0.0804, 0.0118, 0.0248, 0.0145, 0.003, 0.0171, 0.1791, 0.1375, 0.1085, 0.1242, 0.1667, 0.1318, 0.0476, 0.0479, 0.0355, 0.0074, 0.0928, 0.0907, 0.1392, 0.0975, 0.1732, 0.0417, 0.154, 0.2368, 0.2025, 0.2043, 0.2722, 0.2303, 0.23, 0.2294, 0.261, 0.2557, 0.311, 0.311, 0.4283, 0.4922, 0.5194, 0.5117, 0.3733, 0.4215, 0.2749, 0.2867, -0.0476, -0.0322, -0.0786, -0.0919, 0.0101, -0.0792, -0.0961, -0.1661, -0.1658, -0.1655, -0.1655, -0.1496, -0.1567, -0.2226, -0.2164, -0.1998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043779797394813165", "ticker_idx": 0, "ts": "2026-04-13T19:54:09+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think there is a possibility that you can buy the stock around $25, while the upside is around $40. Which makes it worth to wait and stay patient at the moment.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Wait for ~$25 entry into PL after April 27 warrant deadline; upside target ~$40 on potential short squeeze once dilution overhang clears.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "If you are looking for an entry into $PL, I would wait until 27/04. There are many short-term technical mechanics going on behind the scenes. \n\nFor those who don't want to read the whole analysis. I think there is a possibility that you can buy the stock around $25, while the upside is around $40. Which makes it worth to wait and stay patient at the moment. \n\nAs I already explained, Planet is facing intense downward pressure ahead of its public warrant redemption deadline on April 27, 2026. \n\nWith warrants exercisable at $11.50 and the stock near $34, a wave of exercises is guaranteed. This creates a looming arbitrage dump, where warrant holders convert and immediately sell their new shares to lock in $20+ profits. Anticipating this dilution, short sellers have aggressively piled in, driving borrow rates to a costly 28%.\n\nHowever, if Planet can absorb this selling wall and hold above the $30-$32 level through late April, the narrative flips. \n\nThe company will secure debt-free cash. Meanwhile, the heavily leveraged shorts will be trapped. Given the sky-high borrow fees and extreme Failure to Delivers (FTDs), a failure to break the stock down could force massive short-covering, potentially igniting a upward squeeze once the dilution overhang clears.\n\nAs the Net Premium data shows, the market is overwhelmingly crowded with bearish bets at the $30 and $35 strikes. \n\nIf the stock holds, these expensive downside bets become worthless. The combination of forced short-covering and market makers unwinding these massive bearish positions could create a feedback loop. \n\nIn this squeeze scenario, rapid momentum pushing through $35 and testing the next major resistance wall at $40 in early May is structurally possible.\n\nConversely, if the arbitrage selling proves too heavy and the critical $30 support level breaks, the downside could be severe. \n\nThis cascade would force market makers to aggressively short the stock to hedge the deep in-the-money put options highlighted by the massive red premium bars. In this bearish flush, the stock could rapidly capitulate toward the heavily traded $25 strike.", "reply_text": null, "parent_text": null, "quoted_text": "$PL down almost 10% today as they announced the redemption of Public Warrants over the weekend. \n\nPlanet will redeem all of its outstanding public warrants.  Holders will be able to activate their warrants until the end of April. This will create a short-term pressure on the https://t.co/QuEZd2hXHN", "parent_author": null, "ret_m1d": 0.010198090828476225, "ret_signed_m1d": 0.010198090828476225, "alpha_spy_m1d": 0.019875961593448954, "alpha_c_m1d": 0.01720316067726635, "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": -0.011363618680546028, "ret_signed_p1d": -0.011363618680546028, "alpha_spy_p1d": -0.023548495890386767, "alpha_c_p1d": -0.014953160180247171, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.09265735237332628, "ret_signed_p1w": 0.09265735237332628, "alpha_spy_p1w": 0.05968846506446557, "alpha_c_p1w": 0.08588376872082115, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.1853147047466528, "ret_signed_p1m": 0.1853147047466528, "alpha_spy_p1m": 0.10940741216645189, "alpha_c_p1m": 0.17593579443205654, "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": 0.1853147047466528, "alpha_spy_stated": 0.10940741216645189, "alpha_c_stated": 0.17593579443205654, "price_path": [-0.2212, -0.176, -0.1614, -0.1614, -0.1841, -0.2314, -0.2407, -0.215, -0.2462, -0.1821, -0.1876, -0.2322, -0.2724, -0.3342, -0.3022, -0.3657, -0.4047, -0.3514, -0.3001, -0.336, -0.3692, -0.3794, -0.3467, -0.3467, -0.3529, -0.3083, -0.2684, -0.3036, -0.3071, -0.28, -0.2823, -0.2541, -0.2966, -0.2319, -0.2628, -0.2424, -0.2835, -0.2634, -0.2477, -0.2599, -0.2587, -0.2724, -0.2777, -0.2832, -0.211, -0.2771, -0.2145, -0.0143, -0.0146, -0.0726, 0.0306, -0.0559, -0.1008, -0.1874, -0.1856, -0.1052, 0.0455, 0.0455, 0.0204, 0.0248, 0.065, -0.0026, 0.0102, 0.0, -0.0114, 0.0026, 0.1623, 0.1212, 0.0927, 0.1081, 0.1501, 0.1157, 0.0326, 0.0329, 0.0207, -0.007, 0.0772, 0.0752, 0.123, 0.0819, 0.1565, 0.0268, 0.1375, 0.2191, 0.1853, 0.1871, 0.2541, 0.2127, 0.2124, 0.2118, 0.243, 0.2378, 0.2922, 0.2922, 0.4079, 0.4709, 0.4977, 0.4901, 0.3537, 0.4012, 0.2567, 0.2684, -0.0612, -0.046, -0.0918, -0.1049, -0.0044, -0.0924, -0.109, -0.178, -0.1777, -0.1774, -0.1774, -0.1617, -0.1687, -0.2337, -0.2276, -0.2112, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055331743280902283", "ticker_idx": 0, "ts": "2026-05-15T16:57:28+00:00", "symbol": "Filtronic PLC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I got a very high conviction in this stock as they can expand their E-band technology knowledge to the V-band technology. A $1 billion market cap for such a pivotal company is the space race is very much undervalued imo.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "High-conviction long Filtronic: E-band→V-band expansion, SpaceX Starlink chokepoint, current ~$600M cap undervalued vs $1B+ target.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC listed on AIM London as FTC.L", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "A strong day for Filtronic concidering how much other growth and space stocks are down today. \n\nThey are at the heart of SpaceX with their E-band amps. We still don’t have clarification on the other player they have a research agreement with, but $AMZN and $ASTS are the strongest candidates. \n\nI got a very high conviction in this stock as they can expand their E-band technology knowledge to the V-band technology. \n\nA $1 billion market cap for such a pivotal company is the space race is very much undervalued imo. \n\nNo financial advice, dyor", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX", "parent_author": null, "ret_m1d": -0.014598540145985384, "ret_signed_m1d": -0.014598540145985384, "alpha_spy_m1d": -0.026774350916052514, "alpha_c_m1d": -0.03599963870113654, "bench_spy_m1d": 0.01217581077006713, "bench_c_m1d": 0.021401098555151155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0936739659367396, "ret_signed_p1d": 0.0936739659367396, "alpha_spy_p1d": 0.09437747525447138, "alpha_c_p1d": 0.07935522213563528, "bench_spy_p1d": -0.0007035093177317764, "bench_c_p1d": 0.014318743801104317, "ret_p1w": -0.07785888077858882, "ret_signed_p1w": -0.07785888077858882, "alpha_spy_p1w": -0.0866119341067143, "alpha_c_p1w": -0.1123471052716648, "bench_spy_p1w": 0.008753053328125482, "bench_c_p1w": 0.03448822449307598, "ret_p1m": -0.08394160583941601, "ret_signed_p1m": -0.08394160583941601, "alpha_spy_p1m": -0.10512751823503819, "alpha_c_p1m": -0.1556891800977016, "bench_spy_p1m": 0.021185912395622175, "bench_c_p1m": 0.0717475742582856, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08394160583941601, "alpha_spy_stated": -0.10512751823503819, "alpha_c_stated": -0.1556891800977016, "price_path": [-0.5012, -0.5085, -0.5109, -0.5182, -0.5134, -0.5134, -0.5182, -0.5085, -0.5134, -0.5426, -0.5182, -0.5255, -0.5341, -0.5645, -0.5353, -0.5195, -0.5255, -0.5328, -0.5487, -0.545, -0.5511, -0.5876, -0.6083, -0.5864, -0.5864, -0.5523, -0.5547, -0.545, -0.5426, -0.5328, -0.5109, -0.5012, -0.5012, -0.5012, -0.5036, -0.4842, -0.5036, -0.5134, -0.5158, -0.4988, -0.4745, -0.4623, -0.4331, -0.4039, -0.3917, -0.3455, -0.3114, -0.2798, -0.3491, -0.3601, -0.3431, -0.292, -0.3017, -0.3017, -0.1484, -0.1727, -0.0146, -0.0754, -0.0888, -0.129, -0.0195, -0.0073, -0.0146, 0.0, 0.0937, 0.1411, -0.0146, -0.0779, -0.0779, -0.0024, -0.0535, -0.1119, -0.0511, -0.0389, -0.1241, -0.3017, -0.2068, -0.1727, -0.0511, -0.1727, -0.2336, -0.2457, -0.2092, -0.1813, -0.0839, -0.0998, -0.0998, -0.0827, -0.0754, -0.1727, -0.2457, -0.3187, -0.4404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047605333783130195", "ticker_idx": 0, "ts": "2026-04-24T09:15:28+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Like I said, not too late to step into SK Hynix.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Endorses Nomura's Buy on SK Hynix (PT KRW 2.34M, 92% upside); author affirms still not too late to enter.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Like I said, not too late to step into SK Hynix. https://t.co/oMY8A7PMPo", "reply_text": null, "parent_text": null, "quoted_text": "Nomura sets a target price of KRW 2.34 million for SK hynix, implying 92% upside from the current share price.\n\n* Nomura expects DRAM and NAND prices to rise by 51% QoQ and 65% QoQ, respectively, in 2Q.\n* As a result, the company’s operating profit is expected to increase 79% QoQ", "parent_author": null, "ret_m1d": -0.054179530014305755, "ret_signed_m1d": -0.054179530014305755, "alpha_spy_m1d": -0.04648981078929626, "alpha_c_m1d": -0.005624920940478506, "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": 0.006191921404816947, "ret_signed_p1d": 0.006191921404816947, "alpha_spy_p1d": 0.004469133567253314, "alpha_c_p1d": 0.006547329103485211, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.00035540769866826416, "ret_p1w": 0.11996906990642398, "ret_signed_p1w": 0.11996906990642398, "alpha_spy_p1w": 0.11057053371039438, "alpha_c_p1w": 0.11329502191156093, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.0066740479948630416, "ret_p1m": 0.5882352428889039, "ret_signed_p1m": 0.5882352428889039, "alpha_spy_p1m": 0.5438337719537918, "alpha_c_p1m": 0.45025245214184517, "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": 0.5882352428889039, "alpha_spy_stated": 0.5438337719537918, "alpha_c_stated": 0.45025245214184517, "price_path": [-0.3503, -0.3348, -0.2977, -0.3588, -0.2993, -0.3047, -0.3495, -0.3518, -0.3147, -0.3232, -0.3356, -0.314, -0.3201, -0.3201, -0.3201, -0.3201, -0.3093, -0.2668, -0.2653, -0.2236, -0.2135, -0.1494, -0.1788, -0.1788, -0.2732, -0.3429, -0.2717, -0.2848, -0.3529, -0.274, -0.2608, -0.2802, -0.2957, -0.2461, -0.2492, -0.1827, -0.2159, -0.2206, -0.2779, -0.2368, -0.2299, -0.2779, -0.2779, -0.3243, -0.3754, -0.3057, -0.3576, -0.322, -0.3142, -0.291, -0.2005, -0.2276, -0.2051, -0.195, -0.1463, -0.1207, -0.106, -0.1269, -0.0975, -0.0526, -0.0534, -0.0519, -0.0542, 0.0, 0.0062, 0.0008, -0.0046, -0.0046, 0.12, 0.12, 0.2392, 0.2802, 0.305, 0.4551, 0.4203, 0.5294, 0.5248, 0.4079, 0.4241, 0.3506, 0.3506, 0.5015, 0.5023, 0.5023, 0.5882, 0.7361, 0.772, 0.806, 0.8293, 0.8269, 0.8269, 0.7789, 0.6024, 0.4793, 0.7147, 0.5854, 0.6264, 0.6644, 0.7712, 0.844, 0.9516, 1.0785, 1.1397, 1.2597, 0.9779, 1.029, 1.2581, 1.0692, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069875835989873130", "ticker_idx": 0, "ts": "2026-06-24T20:10:30+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The data centers and cloud businesses generated staggering gross margins (87% and 83% respectively), confirming that pricing power remains fiercely intact. While capital expenditures are hitting record levels ($7.1 billion this quarter), the threat of oversupply is mitigated by the fact that their massive FQ4 revenue guidance ($50 billion) proves demand is expanding just as fast as their factories.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish MU post-earnings: pricing power intact, HBM4 roadmap executing, demand absorbing capex, FQ4 guidance $50B confirms durable growth.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MU just completely smashed earnings. Stock is up 10% at the moment. \n\nMicron reported a 346% revenue growth YoY and a 1,215% EPS growth YoY. \n\nThey alos mentioned shipping HBM4 in high volumes to their lead customer and sampling next-gen HBM4E for 2027, proves they are executing flawlessly on their roadmap. \n\nCrucially, the mention of newly executed Strategic Customer Agreements directly answers the question about future capacity, locking in multi-year predictability.\n\nThe data centers and cloud businesses generated staggering gross margins (87% and 83% respectively), confirming that pricing power remains fiercely intact.\n\nWhile capital expenditures are hitting record levels ($7.1 billion this quarter), the threat of oversupply is mitigated by the fact that their massive FQ4 revenue guidance ($50 billion) proves demand is expanding just as fast as their factories.", "reply_text": null, "parent_text": null, "quoted_text": "$MU to save the market tonight as they report earnings. Insane numbers are to be expected from the company. \n\nRevenues are expected to reach $35,294 which would be a 279% YoY growth and a 48% QoQ growth. \n\nThe EPS numbers are even more insane. The expectations are that EPS will https://t.co/eBFdqi5f6d", "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": 63, "stated_label": "p3m", "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:2057527380676395142", "ticker_idx": 0, "ts": "2026-05-21T18:22:09+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I also don't think it's a big reason of concern for Filtronic... If they succeed in developing the V-band Amps, I'm sure they will put in the nessecary CapEx to update their fleet", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Filtronic despite SpaceX CapEx shift to xAI; Starlink drop not a major concern given continued V-band R&D partnership.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Got some questions regarding the Filtronic drop today. I honestly don't know exactly what caused this drop. I see most space stocks are struggling a bit on this green day. \n\nI've looked a bit deeper into the SpaceX numbers and the only 'issue' that might have caused this drop are the CapEx numbers. \n\nThe CapEx numbers were staggering with $20 billion, wich is great for companies downstream like Filtronic. The only problem here is that we see a rather unexpected shift from using this cash for satellite deployment towards xAI. \n\n60% of the CapEx ($13 billion of the total $20 billion) has been used on xAI, and the AI division lost around $6.4 billion alone. \n\nAround $4.18 billion went to starlink and $3.83 billion went to other space themes. In 2024, $6.85 billion went to Starlink. So, it is a drop in CapEx of 39% towards Starlink. \n\nBy prioritizing the AI division instead of the satellite deployment, it could be that some investors are now questioning the forward order flow for hardware suppliers like Filtronic. \n\nI don't know if this is what caused the sell-off but this is the only possibility I see. \n\nI also don't think it's a big reason of concern for Filtronic. Yes they rely on SpaceX for their R&D and for 75% of their revenue, but they don't need billions. SpaceX is deciding where to put the CapEx and they are still researching the communication development with Filtronic. \n\nIf they succeed in developing the V-band Amps, I'm sure they will put in the nessecary CapEx to update their fleet.", "reply_text": null, "parent_text": null, "quoted_text": "Starlink keeps growing at crazy rates. They are still relying on a $1B mc company for there E-band amps. \n\nSpaceX and Filtronic are also exploring V-band Amps in a research agreement. If they succeed, expect Filtronic to go parabolic. https://t.co/wHcia6NyWe", "parent_author": null, "ret_m1d": 0.06860158311345654, "ret_signed_m1d": 0.06860158311345654, "alpha_spy_m1d": 0.07058074596102215, "alpha_c_m1d": 0.07438013387645015, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": -0.005778550762993606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": -0.003931549076803931, "alpha_c_p1d": 0.004444933016435448, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": -0.004444933016435448, "ret_p1w": 0.029023746701847042, "ret_signed_p1w": 0.029023746701847042, "alpha_spy_p1w": 0.013028465977840131, "alpha_c_p1w": 0.021022499694589802, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.00800124700725724, "ret_p1m": 0.0026385224274405594, "ret_signed_p1m": 0.0026385224274405594, "alpha_spy_p1m": -0.005364226089443758, "alpha_c_p1m": -0.035441260995794144, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.0380797834232347, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0026385224274405594, "alpha_spy_stated": -0.005364226089443758, "alpha_c_stated": -0.035441260995794144, "price_path": [-0.4723, -0.4723, -0.4776, -0.467, -0.4723, -0.504, -0.4776, -0.4855, -0.4947, -0.5277, -0.496, -0.4789, -0.4855, -0.4934, -0.5106, -0.5066, -0.5132, -0.5528, -0.5752, -0.5515, -0.5515, -0.5145, -0.5172, -0.5066, -0.504, -0.4934, -0.4697, -0.4591, -0.4591, -0.4591, -0.4617, -0.4406, -0.4617, -0.4723, -0.4749, -0.4565, -0.4301, -0.4169, -0.3852, -0.3536, -0.3404, -0.2902, -0.2533, -0.219, -0.2942, -0.3061, -0.2876, -0.2322, -0.2427, -0.2427, -0.0765, -0.1029, 0.0686, 0.0026, -0.0119, -0.0554, 0.0633, 0.0765, 0.0686, 0.0844, 0.186, 0.2375, 0.0686, 0.0, 0.0, 0.0818, 0.0264, -0.0369, 0.029, 0.0422, -0.0501, -0.2427, -0.1398, -0.1029, 0.029, -0.1029, -0.1689, -0.1821, -0.1425, -0.1121, -0.0066, -0.0237, -0.0237, -0.0053, 0.0026, -0.1029, -0.1821, -0.2612, -0.3931, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062434499149848991", "ticker_idx": 0, "ts": "2026-06-04T07:21:17+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if it goes below 200, I'll add aggressively", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Will aggressively add to Filtronic position if price drops below 200; bullish stance unchanged.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "For those wondering when I’m going to add to my filtronic position. My stance did not change. I haven’t added yet. But if it goes below 200, I’ll add aggressively.", "reply_text": null, "parent_text": null, "quoted_text": "Filtronic got punished yesterday. \n\nWhy? Probably because of the customer dependence. Around 75% of the revenue comes from SpaceX. \n\nInvestors saw what such a customer dependence can do with $POET yesterday. If SpaceX pulls out, the business case of Filtronic looks a lot less https://t.co/ZprpmACnjM", "parent_author": null, "ret_m1d": -0.11963190184049077, "ret_signed_m1d": -0.11963190184049077, "alpha_spy_m1d": -0.11586744079371114, "alpha_c_m1d": -0.10793944695410673, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.01169245488638404, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.042944785276073594, "ret_signed_p1d": 0.042944785276073594, "alpha_spy_p1d": 0.06875415652499928, "alpha_c_p1d": 0.0654529280596966, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.02250814278362301, "ret_p1w": -0.049079754601227044, "ret_signed_p1w": -0.049079754601227044, "alpha_spy_p1w": -0.023547777454556718, "alpha_c_p1w": -0.05638746808855022, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": 0.007307713487323175, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.4509, -0.4141, -0.3942, -0.4018, -0.411, -0.431, -0.4264, -0.434, -0.4801, -0.5061, -0.4785, -0.4785, -0.4356, -0.4387, -0.4264, -0.4233, -0.411, -0.3834, -0.3712, -0.3712, -0.3712, -0.3742, -0.3497, -0.3742, -0.3865, -0.3896, -0.3681, -0.3374, -0.3221, -0.2853, -0.2485, -0.2331, -0.1748, -0.1319, -0.092, -0.1794, -0.1933, -0.1718, -0.1074, -0.1196, -0.1196, 0.0736, 0.0429, 0.2423, 0.1656, 0.1488, 0.0982, 0.2362, 0.2515, 0.2423, 0.2607, 0.3788, 0.4387, 0.2423, 0.1626, 0.1626, 0.2577, 0.1933, 0.1196, 0.1963, 0.2117, 0.1043, -0.1196, 0.0, 0.0429, 0.1963, 0.0429, -0.0337, -0.0491, -0.0031, 0.0322, 0.1549, 0.135, 0.135, 0.1564, 0.1656, 0.0429, -0.0491, -0.1411, -0.2945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036460029692325944", "ticker_idx": 0, "ts": "2026-03-24T15:08:01+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 - Upside: 78.34%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long 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": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - Upside: 74.31%\n- Drone Industry\n- Market Cap: $5.09B\n- P/E: -34.1\n- 5Y Rev CAGR: 65.8%\n- 5Y EPS CAGR: -12.8%\n\nHigh price target $25\nLow Price target: $16 https://t.co/fZeCM93Ete\n\n---\n\n3. $OWL - Upside: 71.79%\n- Capital Markets Industry\n- Market Cap: $14.13B\n- P/E: 88\n- 5Y Rev CAGR: 63.1%\n- 5Y EPS CAGR: -57.9%\n\nHigh price target $23\nLow Price target: $10 https://t.co/RoBk1wAHm5\n\n---\n\n4. $RDDT - Upside: 71.34%\n- Interactive Media Industry\n- Market Cap: $25.98B\n- P/E: 51.9\n- 5Y Rev CAGR: 57.3%\n- 5Y EPS CAGR: 16.4%\n\nHigh price target $300\nLow Price target: $170 https://t.co/33Mkgp2vOD\n\n---\n\n5. $CELH - Upside: 77.29%\n- Beverages Industry\n- Market Cap: $9.55B\n- P/E: 148.6\n- 5Y Rev CAGR: 80.7%\n- 5Y EPS CAGR: 46.8%\n\nHigh price target $85\nLow Price target: $56 https://t.co/Oui6xr8NcJ\n\n---\n\n6. $RIOT - Upside: 97.01%\n- Datacenter Industry\n- Market Cap: $5.47B\n- P/E: -7.4\n- 5Y Rev CAGR: 121.6%\n- 5Y EPS CAGR: 41.8%\n\nHigh price target $42\nLow Price target: $21 https://t.co/zjOSm9i8AA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04936299858611015, "ret_signed_m1d": 0.04936299858611015, "alpha_spy_m1d": 0.04599487795283008, "alpha_c_m1d": 0.04956589820183599, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.0002028996157258378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.050086841238577096, "ret_signed_p1d": 0.050086841238577096, "alpha_spy_p1d": 0.044514152994528544, "alpha_c_p1d": 0.04886928818463887, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.001217553053938225, "ret_p1w": 0.003184730962242366, "ret_signed_p1w": 0.003184730962242366, "alpha_spy_p1w": 0.007532690650470131, "alpha_c_p1w": 0.0013584013813350282, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": 0.0018263295809073377, "ret_p1m": 0.2801099878579094, "ret_signed_p1m": 0.2801099878579094, "alpha_spy_p1m": 0.19126765566295933, "alpha_c_p1m": 0.22065379766795057, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.059456190189958846, "ret_p3m": 0.5655761241925796, "ret_signed_p3m": 0.5655761241925796, "alpha_spy_p3m": 0.4193932057880001, "alpha_c_p3m": 0.47852255675203326, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.08705356744054638, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2801099878579094, "alpha_spy_stated": 0.19126765566295933, "alpha_c_stated": 0.22065379766795057, "price_path": [0.7435, 0.71, 0.6999, 0.6713, 0.6372, 0.6372, 0.6678, 0.784, 0.7617, 0.6933, 0.6704, 0.6686, 0.7012, 0.7406, 0.7323, 0.5974, 0.5741, 0.5741, 0.5313, 0.5333, 0.5381, 0.5488, 0.5489, 0.5235, 0.4968, 0.4655, 0.4401, 0.3015, 0.2604, 0.1671, 0.0521, 0.1989, 0.253, 0.2391, 0.1287, 0.0295, 0.0997, 0.0997, 0.0921, 0.0887, 0.0951, 0.1018, 0.0391, 0.0624, 0.1223, 0.1501, 0.098, 0.1404, 0.1012, 0.1901, 0.1662, 0.116, 0.1487, 0.1368, 0.1391, 0.1019, 0.0624, 0.0902, 0.1197, 0.0843, 0.0735, 0.0262, 0.0494, 0.0, 0.0501, 0.0184, -0.0443, -0.0567, 0.0032, 0.0149, -0.0026, -0.0026, 0.0101, 0.0083, 0.0398, 0.0151, 0.0016, 0.0375, 0.1449, 0.264, 0.2572, 0.3137, 0.3213, 0.2512, 0.2801, 0.2093, 0.2263, 0.2153, 0.188, 0.0307, 0.0552, 0.0663, 0.1081, 0.1151, 0.1443, 0.1042, 0.1151, 0.1694, 0.133, 0.111, 0.1682, 0.1167, 0.1168, 0.0735, 0.0967, 0.099, 0.066, 0.066, 0.0725, 0.1035, 0.2281, 0.3651, 0.3134, 0.2762, 0.1993, 0.2787, 0.1938, 0.231, 0.2127, 0.2501, 0.3351, 0.349, 0.4204, 0.4, 0.5229, 0.5656, 0.5656, 0.5303, 0.4946, 0.4069, 0.3531, 0.4286, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036460029692325944", "ticker_idx": 1, "ts": "2026-03-24T15:08:01+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ONDS - Upside: 74.31%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long opportunities.", "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": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - 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{"unit_id": "thread:2036460029692325944", "ticker_idx": 2, "ts": "2026-03-24T15:08:01+00:00", "symbol": "OWL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OWL - Upside: 71.79%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long opportunities.", "resolved_tickers": ["OWL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Asset Management'", "bench_c_industry": "Asset Management", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - 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{"unit_id": "thread:2036460029692325944", "ticker_idx": 3, "ts": "2026-03-24T15:08:01+00:00", "symbol": "RDDT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RDDT - Upside: 71.34%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long opportunities.", "resolved_tickers": ["RDDT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - 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{"unit_id": "thread:2036460029692325944", "ticker_idx": 4, "ts": "2026-03-24T15:08:01+00:00", "symbol": "CELH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CELH - Upside: 77.29%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long opportunities.", "resolved_tickers": ["CELH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Beverages - Non-Alcoholic", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - 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{"unit_id": "thread:2036460029692325944", "ticker_idx": 5, "ts": "2026-03-24T15:08:01+00:00", "symbol": "RIOT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RIOT - Upside: 97.01%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author screens 6 stocks with avg analyst upside >70%: HOOD, ONDS, OWL, RDDT, CELH, RIOT — all implicitly endorsed as long opportunities.", "resolved_tickers": ["RIOT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 70%.  \n\n1. $HOOD - Upside: 78.34%  \n- Capital Markets Industry\n- Market Cap: $62.44B \n- P/E: 33.8 \n- 5Y Rev CAGR: 36.1% \n- 5Y EPS CAGR: 190%  \n\nHigh price target $160 \nLow Price target: $100 https://t.co/QPS016RHr5\n\n---\n\n2. $ONDS - 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{"unit_id": "quote:2054950216193700339", "ticker_idx": 0, "ts": "2026-05-14T15:41:25+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Almost doubled my position now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added significantly to WOLF long; endorses Citrini thesis: post-bankruptcy SiC play on AI data center power demand with irreplaceable fab assets.", "resolved_tickers": ["WOLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$WOLF keeps pumping on the Citrini report. \n\nCitrini noted that Wolfspeed aggressively overextended itself by building massive production capacity for EV/industrial demand that never materialized, which ultimately forced the company into Chapter 11 bankruptcy. \n\nHowever, having successfully wiped out $4.6 billion in debt during their restructuring (completed in September 2025), Citrini described their current position on the other side of that pain as \"perfect.\"\n\nA core part of Citrini's thesis is that Wolfspeed shouldn't just be valued based on the theoretical replacement cost of its fabrication facilities. Because constructing new chip manufacturing capacity right now faces massive geopolitical and logistical obstacles, Citrini argued the valuation should reflect \"the fact that it's not going to be replaced.\"\n\nCitrini views Wolfspeed's silicon carbide (SiC) power semiconductors as critical plumbing for the AI boom. While they don't make the headline-grabbing processors or memory chips, they make the highly efficient components that manage and govern the massive electrical currents flowing through AI data centers.\n\nAlmost doubled my position now.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market https://t.co/FWIuyYGriL", "parent_author": null, "ret_m1d": -0.10520298322852728, "ret_signed_m1d": -0.10520298322852728, "alpha_spy_m1d": -0.09737050040982798, "alpha_c_m1d": -0.09503594548295902, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.010167037745568264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11192107088084935, "ret_signed_p1d": -0.11192107088084935, "alpha_spy_p1d": -0.09989172712405314, "alpha_c_p1d": -0.07388116532629574, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.03803990555455361, "ret_p1w": -0.006575172820074471, "ret_signed_p1w": -0.006575172820074471, "alpha_spy_p1w": 0.000709320828526594, "alpha_c_p1w": 0.011511111177125444, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.018086283997199915, "ret_p1m": -0.3833619217524663, "ret_signed_p1m": -0.3833619217524663, "alpha_spy_p1m": -0.3747809838747269, "alpha_c_p1m": -0.45532649827241134, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.07196457651994503, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3833619217524663, "alpha_spy_stated": -0.3747809838747269, "alpha_c_stated": -0.45532649827241134, "price_path": [-0.7464, -0.7267, -0.72, -0.7276, -0.7333, -0.736, -0.712, -0.7074, -0.7111, -0.7181, -0.6968, -0.702, -0.7057, -0.7293, -0.7632, -0.7461, -0.763, -0.7399, -0.7574, -0.7613, -0.7379, -0.7443, -0.7601, -0.7561, -0.7667, -0.7627, -0.7617, -0.7356, -0.7596, -0.7793, -0.7885, -0.7667, -0.7649, -0.7503, -0.7503, -0.742, -0.7294, -0.7061, -0.6508, -0.6681, -0.6548, -0.6712, -0.6584, -0.6206, -0.6346, -0.6236, -0.6469, -0.6033, -0.6062, -0.5536, -0.5759, -0.6305, -0.6336, -0.5779, -0.4746, -0.4863, -0.4764, -0.3842, -0.3545, -0.3339, -0.2809, -0.2321, -0.1052, 0.0, -0.1119, -0.1517, -0.1591, -0.1621, -0.0066, -0.001, -0.001, 0.0506, -0.0958, -0.0702, -0.1527, -0.2431, -0.1272, -0.1185, -0.0415, -0.213, -0.2078, -0.3027, -0.3794, -0.3491, -0.3834, -0.2983, -0.3568, -0.304, -0.1794, -0.1794, -0.2429, -0.3009, -0.3443, -0.3169, -0.3429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2041051651411267884", "ticker_idx": 0, "ts": "2026-04-06T07:13:29+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The only pure-play space company with a positive cash flow", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL as the only pure-play space company with positive cash flow.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MoneyQuotesX That’s why $PL is doing so well. The only pure-play space company with a positive cash flow.", "reply_text": null, "parent_text": "Cash flow is the real glow up.", "quoted_text": null, "parent_author": "MoneyQuotesX", "ret_m1d": 0.024557412881498264, "ret_signed_m1d": 0.024557412881498264, "alpha_spy_m1d": 0.02926202001615663, "alpha_c_m1d": 0.02966037109188069, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004283201291289229, "ret_signed_p1d": 0.004283201291289229, "alpha_spy_p1d": 0.0038432007266619994, "alpha_c_p1d": 0.006287958105106739, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": -0.019988599479994207, "ret_signed_p1w": -0.019988599479994207, "alpha_spy_p1w": -0.06122207577791228, "alpha_c_p1w": -0.06931719551369064, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.06025130162109371, "ret_signed_p1m": 0.06025130162109371, "alpha_spy_p1m": -0.03815067353382595, "alpha_c_p1m": 0.012866596742873826, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06025130162109371, "alpha_spy_stated": -0.03815067353382595, "alpha_c_stated": 0.012866596742873826, "price_path": [-0.3544, -0.3592, -0.3515, -0.2736, -0.277, -0.2367, -0.1925, -0.1782, -0.1782, -0.2005, -0.2467, -0.2559, -0.2307, -0.2613, -0.1985, -0.2039, -0.2476, -0.287, -0.3475, -0.3161, -0.3784, -0.4166, -0.3644, -0.3141, -0.3492, -0.3818, -0.3918, -0.3598, -0.3598, -0.3658, -0.3221, -0.283, -0.3175, -0.321, -0.2944, -0.2967, -0.269, -0.3107, -0.2473, -0.2776, -0.2576, -0.2978, -0.2781, -0.2627, -0.2747, -0.2736, -0.287, -0.2921, -0.2975, -0.2267, -0.2915, -0.2302, -0.034, -0.0343, -0.0911, 0.01, -0.0748, -0.1188, -0.2036, -0.2019, -0.1231, 0.0246, 0.0246, 0.0, 0.0043, 0.0437, -0.0226, -0.01, -0.02, -0.0311, -0.0174, 0.1391, 0.0988, 0.0708, 0.086, 0.1271, 0.0934, 0.012, 0.0123, 0.0003, -0.0268, 0.0557, 0.0537, 0.1005, 0.0603, 0.1334, 0.0063, 0.1148, 0.1947, 0.1616, 0.1633, 0.229, 0.1885, 0.1882, 0.1876, 0.2182, 0.213, 0.2664, 0.2664, 0.3798, 0.4415, 0.4677, 0.4603, 0.3267, 0.3732, 0.2316, 0.243, -0.08, -0.0651, -0.1099, -0.1228, -0.0243, -0.1105, -0.1268, -0.1945, -0.1942, -0.1939, -0.1939, -0.1785, -0.1853, -0.249, -0.243, -0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069622595591319655", "ticker_idx": 0, "ts": "2026-06-24T03:24:13+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The states will soon have access to one of the best companies in the world.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish on SK Hynix; calls it one of the best companies in the world as it prepares a US ADR program.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix listed on KOSPI as 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The states will soon have access to one of the best companies in the world.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix filed plans to begin launching a U.S. ADR program. https://t.co/fAc3M1F6SK", "parent_author": null, "ret_m1d": -0.02518122853872573, "ret_signed_m1d": -0.02518122853872573, "alpha_spy_m1d": -0.02564496055006915, "alpha_c_m1d": -0.030238432974257434, "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": 0.11293399465852727, "ret_signed_p1d": 0.11293399465852727, "alpha_spy_p1d": 0.111488359433074, "alpha_c_p1d": 0.08391566843126874, "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": [-0.6441, -0.667, -0.6922, -0.6578, -0.6834, -0.6658, -0.662, -0.6506, -0.6059, -0.6193, -0.6082, -0.6033, -0.5792, -0.5667, -0.5594, -0.5697, -0.5552, -0.5331, -0.5335, -0.5327, -0.5338, -0.5071, -0.5041, -0.5068, -0.5094, -0.5094, -0.448, -0.448, -0.3893, -0.369, -0.3568, -0.2828, -0.3, -0.2462, -0.2485, -0.3061, -0.2981, -0.3343, -0.3343, -0.2599, -0.2596, -0.2596, -0.2172, -0.1444, -0.1267, -0.1099, -0.0984, -0.0996, -0.0996, -0.1232, -0.2102, -0.2709, -0.1549, -0.2186, -0.1984, -0.1797, -0.1271, -0.0912, -0.0382, 0.0244, 0.0546, 0.1137, -0.0252, 0.0, 0.1129, 0.0198, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068434766525816872", "ticker_idx": 0, "ts": "2026-06-20T20:44:12+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the stock will run way higher once people realise", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish Filtronic: undiscovered SpaceX supplier missing from public lists; stock will run way higher once recognized.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "The fact that Filtronic is still missing on these “EVERY” company lists, tells me the stock will run way higher once people realise.", "reply_text": null, "parent_text": null, "quoted_text": "SpaceX is about to spend the $85B they raised. The companies they spend it on will win.\n\nI put together a list of EVERY single public company supplier of Elon's companies (Tesla, Solar City, SpaceX, X, xAI) and what they supplied. Let me know what looks interesting to you. (1/2) https://t.co/jkdUvKMXcl", "parent_author": null, "ret_m1d": -0.007894736842105288, "ret_signed_m1d": -0.007894736842105288, "alpha_spy_m1d": -0.011051651281705044, "alpha_c_m1d": -0.013847423242715373, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": 0.0059526864006100855, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10526315789473684, "ret_signed_p1d": -0.10526315789473684, "alpha_spy_p1d": -0.09074120388424523, "alpha_c_p1d": -0.0877550668295547, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.01750809106518214, "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": [-0.5158, -0.5184, -0.5079, -0.5053, -0.4947, -0.4711, -0.4605, -0.4605, -0.4605, -0.4632, -0.4421, -0.4632, -0.4737, -0.4763, -0.4579, -0.4316, -0.4184, -0.3868, -0.3553, -0.3421, -0.2921, -0.2553, -0.2211, -0.2961, -0.3079, -0.2895, -0.2342, -0.2447, -0.2447, -0.0789, -0.1053, 0.0658, 0.0, -0.0145, -0.0579, 0.0605, 0.0737, 0.0658, 0.0816, 0.1829, 0.2342, 0.0658, -0.0026, -0.0026, 0.0789, 0.0237, -0.0395, 0.0263, 0.0395, -0.0526, -0.2447, -0.1421, -0.1053, 0.0263, -0.1053, -0.1711, -0.1842, -0.1447, -0.1145, -0.0092, -0.0263, -0.0263, -0.0079, 0.0, -0.1053, -0.1842, -0.2632, -0.3947, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038323458229084333", "ticker_idx": 0, "ts": "2026-03-29T18:32:37+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still bullish long-term but I don't feel that this is the moment to buy the dip", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Holds IREN long-term bullish but not adding now; favors NBIS and PL as safer datacenter/space plays in current de-risking environment.", "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 currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't buy the $IREN dip.\n\n$IREN is currently 6% of my portfolio and I'm down 20% on the position. I'm still bullish long-term but I don't feel that this is the moment to buy the dip.\n\nI feel that the market is still de-risking. Pre-revenue stocks like $OKLO have dropped 71% from the highs.\n\nIn industries like datacenters or space, the safer stocks are currently outperforming the market. For space, the positive free cash flow of $PL is giving them the edge. In the datacenter environment, $NBIS is clearly outperforming.\n\nIREN's business model makes that they are the high risk - high reward play in the datacenter industry. To put it simply, they buy the $NVDA GPUs and lend them. So, IREN is not only providing the power, they are providing the hardware as well. Other business models, only provide power.\n\nThis makes that $IREN needs more cash than other companies do in the space. The $6b ATM is a logical consequence.\n\nI don't agree that the $6b ATM is just \"noise\". I also don't agree that this is the end. I know that they only issued the option to activate the $6b ATM, but I don't see why you would issue the option without confirming it.\n\nThey won't activate this yet though. They just bought the newest Nvidia GPUs without the ATM. These GPUs will be used to attract a new hyperscaler deal. This new deal will bring more cash but, it will be paid in multiple steps.\n\nSo, I believe the activation will only happen after $IREN announces a new deal and need more cash to buy more GPU's to attract another deal. The first new deal should push the stock higher and make the ATM less impactful than it would be today.\n\nAn ATM is never completely noise though. Noise does not impact the balance sheet, an ATM does. In a market where the key theme is de-risking, a company where the Sword of Damocles is hanging over their head, is probably not the best choice now.\n\nMight add some more when the broader market shift changes, but happy with my position at the moment.", "reply_text": null, "parent_text": null, "quoted_text": "The ATM trend continues: Following $IREN's massive $6B ATM offering filing, $AAOI has followed suit, filing for its own $250M ATM.\n\nDo you know what an ATM actually is, and why it should concern you as a shareholder?\n\nLet me explain\nAn At-The-Market (ATM) offering is a mechanism", "parent_author": null, "ret_m1d": 0.10974064583353815, "ret_signed_m1d": 0.10974064583353815, "alpha_spy_m1d": 0.10638603938614821, "alpha_c_m1d": 0.12111368845490111, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.011373042621362961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08412390479012921, "ret_signed_p1d": 0.08412390479012921, "alpha_spy_p1d": 0.05505603900537204, "alpha_c_p1d": 0.06323889310924291, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.0208850116808863, "ret_p1w": 0.11100569689190842, "ret_signed_p1w": 0.11100569689190842, "alpha_spy_p1w": 0.06834540538149803, "alpha_c_p1w": 0.07957476000906527, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.03143093688284315, "ret_p1m": 0.40543951445974713, "ret_signed_p1m": 0.40543951445974713, "alpha_spy_p1m": 0.2792943053644983, "alpha_c_p1m": 0.33327251035756444, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07216700410218269, "ret_p3m": 0.5098039345790295, "ret_signed_p3m": 0.5098039345790295, "alpha_spy_p3m": 0.3448883056665726, "alpha_c_p3m": 0.40068000382955216, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.10912393074947735, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40543951445974713, "alpha_spy_stated": 0.2792943053644983, "alpha_c_stated": 0.33327251035756444, "price_path": [0.1945, 0.1945, 0.3504, 0.5256, 0.4519, 0.3797, 0.4447, 0.4557, 0.5917, 0.6758, 0.6724, 0.641, 0.8286, 0.8286, 0.716, 0.6913, 0.6528, 0.7925, 0.6559, 0.8972, 0.9905, 0.8925, 0.6996, 0.6787, 0.7201, 0.4213, 0.2584, 0.3229, 0.4595, 0.3577, 0.3495, 0.266, 0.3352, 0.3352, 0.2957, 0.3308, 0.3691, 0.2644, 0.3397, 0.4374, 0.3925, 0.3991, 0.2951, 0.309, 0.2287, 0.3865, 0.269, 0.1607, 0.2283, 0.2056, 0.3276, 0.3083, 0.315, 0.4213, 0.3586, 0.3349, 0.3175, 0.3058, 0.3333, 0.3004, 0.3102, 0.1844, 0.1097, 0.0, 0.0841, 0.0781, 0.0996, 0.0996, 0.111, 0.1303, 0.1648, 0.172, 0.2435, 0.3621, 0.4981, 0.544, 0.5085, 0.5218, 0.5408, 0.4285, 0.5304, 0.6452, 0.6015, 0.5294, 0.4054, 0.3555, 0.4393, 0.444, 0.5648, 0.7312, 0.9285, 0.7979, 0.9355, 0.7441, 0.7887, 0.7448, 0.8469, 0.6743, 0.5958, 0.5098, 0.667, 0.8362, 0.7973, 0.7973, 0.8906, 1.1455, 1.0256, 1.0095, 1.0661, 1.1063, 1.0708, 0.9564, 0.7188, 0.8719, 0.7084, 0.6293, 0.7935, 0.8903, 0.9244, 0.8716, 0.8378, 0.8963, 0.8963, 0.7985, 0.7306, 0.5908, 0.5098, 0.493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038323458229084333", "ticker_idx": 1, "ts": "2026-03-29T18:32:37+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 is clearly outperforming", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Holds IREN long-term bullish but not adding now; favors NBIS and PL as safer datacenter/space plays in current de-risking environment.", "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 currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't buy the $IREN dip.\n\n$IREN is currently 6% of my portfolio and I'm down 20% on the position. I'm still bullish long-term but I don't feel that this is the moment to buy the dip.\n\nI feel that the market is still de-risking. Pre-revenue stocks like $OKLO have dropped 71% from the highs.\n\nIn industries like datacenters or space, the safer stocks are currently outperforming the market. For space, the positive free cash flow of $PL is giving them the edge. In the datacenter environment, $NBIS is clearly outperforming.\n\nIREN's business model makes that they are the high risk - high reward play in the datacenter industry. To put it simply, they buy the $NVDA GPUs and lend them. So, IREN is not only providing the power, they are providing the hardware as well. Other business models, only provide power.\n\nThis makes that $IREN needs more cash than other companies do in the space. The $6b ATM is a logical consequence.\n\nI don't agree that the $6b ATM is just \"noise\". I also don't agree that this is the end. I know that they only issued the option to activate the $6b ATM, but I don't see why you would issue the option without confirming it.\n\nThey won't activate this yet though. They just bought the newest Nvidia GPUs without the ATM. These GPUs will be used to attract a new hyperscaler deal. This new deal will bring more cash but, it will be paid in multiple steps.\n\nSo, I believe the activation will only happen after $IREN announces a new deal and need more cash to buy more GPU's to attract another deal. The first new deal should push the stock higher and make the ATM less impactful than it would be today.\n\nAn ATM is never completely noise though. Noise does not impact the balance sheet, an ATM does. In a market where the key theme is de-risking, a company where the Sword of Damocles is hanging over their head, is probably not the best choice now.\n\nMight add some more when the broader market shift changes, but happy with my position at the moment.", "reply_text": null, "parent_text": null, "quoted_text": "The ATM trend continues: Following $IREN's massive $6B ATM offering filing, $AAOI has followed suit, filing for its own $250M ATM.\n\nDo you know what an ATM actually is, and why it should concern you as a shareholder?\n\nLet me explain\nAn At-The-Market (ATM) offering is a mechanism", "parent_author": null, "ret_m1d": 0.09278124171246072, "ret_signed_m1d": 0.09278124171246072, "alpha_spy_m1d": 0.08942663526507078, "alpha_c_m1d": 0.10130289170421347, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.008521649991752756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.12464773177675825, "ret_signed_p1d": 0.12464773177675825, "alpha_spy_p1d": 0.09557986599200108, "alpha_c_p1d": 0.09778596738929557, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.026861764387462683, "ret_p1w": 0.2198135520238942, "ret_signed_p1w": 0.2198135520238942, "alpha_spy_p1w": 0.1771532605134838, "alpha_c_p1w": 0.18461534623745068, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.035198205786443504, "ret_p1m": 0.46878377811809324, "ret_signed_p1m": 0.46878377811809324, "alpha_spy_p1m": 0.3426385690228444, "alpha_c_p1m": 0.396627459798512, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07215631831958125, "ret_p3m": 1.7815954795218238, "ret_signed_p3m": 1.7815954795218238, "alpha_spy_p3m": 1.616679850609367, "alpha_c_p3m": 1.8010965131189742, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": -0.019501033597150497, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.46878377811809324, "alpha_spy_stated": 0.3426385690228444, "alpha_c_stated": 0.396627459798512, "price_path": [-0.0927, -0.0927, -0.025, 0.0062, 0.0865, 0.0428, 0.0546, 0.0615, 0.1633, 0.1427, 0.1054, 0.126, 0.1785, 0.1785, 0.0762, 0.0716, 0.0498, 0.0243, -0.0087, 0.0608, 0.0886, 0.0287, -0.0766, -0.0444, -0.025, -0.107, -0.1993, -0.0668, 0.0067, -0.0051, -0.0396, -0.0274, 0.0623, 0.0623, 0.057, 0.1034, 0.1664, 0.0613, 0.0905, 0.1119, 0.1502, 0.1368, -0.0116, -0.0135, -0.0592, 0.0598, 0.0367, -0.0318, 0.029, 0.0452, 0.2139, 0.171, 0.2243, 0.4074, 0.2609, 0.2851, 0.3171, 0.2749, 0.2373, 0.2455, 0.2475, 0.1486, 0.0928, 0.0, 0.1246, 0.105, 0.1795, 0.1795, 0.2198, 0.2725, 0.3549, 0.4777, 0.5713, 0.6753, 0.7553, 0.8076, 0.7921, 0.7032, 0.7251, 0.6968, 0.6924, 0.7026, 0.5951, 0.5712, 0.4688, 0.5303, 0.4983, 0.6745, 0.9122, 0.9068, 1.1146, 1.0027, 0.919, 1.0171, 0.9414, 1.2466, 1.397, 1.3839, 1.1663, 1.1432, 1.0791, 1.3838, 1.3279, 1.3279, 1.2551, 1.2585, 1.4533, 1.5048, 1.867, 1.8244, 1.7279, 1.8145, 1.4692, 1.3629, 1.3859, 1.2945, 1.4088, 1.5185, 1.8189, 1.8734, 2.0448, 2.1074, 2.1074, 2.074, 1.9834, 1.8144, 1.7816, 1.6046, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038323458229084333", "ticker_idx": 2, "ts": "2026-03-29T18:32:37+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the positive free cash flow of $PL is giving them the edge", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Holds IREN long-term bullish but not adding now; favors NBIS and PL as safer datacenter/space plays in current de-risking environment.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't buy the $IREN dip.\n\n$IREN is currently 6% of my portfolio and I'm down 20% on the position. I'm still bullish long-term but I don't feel that this is the moment to buy the dip.\n\nI feel that the market is still de-risking. Pre-revenue stocks like $OKLO have dropped 71% from the highs.\n\nIn industries like datacenters or space, the safer stocks are currently outperforming the market. For space, the positive free cash flow of $PL is giving them the edge. In the datacenter environment, $NBIS is clearly outperforming.\n\nIREN's business model makes that they are the high risk - high reward play in the datacenter industry. To put it simply, they buy the $NVDA GPUs and lend them. So, IREN is not only providing the power, they are providing the hardware as well. Other business models, only provide power.\n\nThis makes that $IREN needs more cash than other companies do in the space. The $6b ATM is a logical consequence.\n\nI don't agree that the $6b ATM is just \"noise\". I also don't agree that this is the end. I know that they only issued the option to activate the $6b ATM, but I don't see why you would issue the option without confirming it.\n\nThey won't activate this yet though. They just bought the newest Nvidia GPUs without the ATM. These GPUs will be used to attract a new hyperscaler deal. This new deal will bring more cash but, it will be paid in multiple steps.\n\nSo, I believe the activation will only happen after $IREN announces a new deal and need more cash to buy more GPU's to attract another deal. The first new deal should push the stock higher and make the ATM less impactful than it would be today.\n\nAn ATM is never completely noise though. Noise does not impact the balance sheet, an ATM does. In a market where the key theme is de-risking, a company where the Sword of Damocles is hanging over their head, is probably not the best choice now.\n\nMight add some more when the broader market shift changes, but happy with my position at the moment.", "reply_text": null, "parent_text": null, "quoted_text": "The ATM trend continues: Following $IREN's massive $6B ATM offering filing, $AAOI has followed suit, filing for its own $250M ATM.\n\nDo you know what an ATM actually is, and why it should concern you as a shareholder?\n\nLet me explain\nAn At-The-Market (ATM) offering is a mechanism", "parent_author": null, "ret_m1d": 0.10648982738255142, "ret_signed_m1d": 0.10648982738255142, "alpha_spy_m1d": 0.10313522093516148, "alpha_c_m1d": 0.08995189661346559, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021513579994298926, "ret_signed_p1d": 0.0021513579994298926, "alpha_spy_p1d": -0.02691650778532728, "alpha_c_p1d": -0.030541338312680466, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.25564722926317396, "ret_signed_p1w": 0.25564722926317396, "alpha_spy_p1w": 0.21298693775276356, "alpha_c_p1w": 0.20456484854422774, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.25600572054148185, "ret_signed_p1m": 0.25600572054148185, "alpha_spy_p1m": 0.129860511446233, "alpha_c_p1m": 0.16424912529904012, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": -0.0494800713864052, "ret_signed_p3m": -0.0494800713864052, "alpha_spy_p3m": -0.21439570029886212, "alpha_c_p3m": -0.2280318435719697, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.25600572054148185, "alpha_spy_stated": 0.129860511446233, "alpha_c_stated": 0.16424912529904012, "price_path": [-0.2929, -0.2929, -0.2682, -0.2331, -0.2169, -0.1893, -0.1954, -0.1857, -0.0878, -0.0921, -0.0416, 0.014, 0.0319, 0.0319, 0.0039, -0.0541, -0.0656, -0.0341, -0.0724, 0.0065, -0.0004, -0.0552, -0.1047, -0.1807, -0.1413, -0.2194, -0.2675, -0.2019, -0.1388, -0.1829, -0.2237, -0.2363, -0.1961, -0.1961, -0.2037, -0.1488, -0.0997, -0.1431, -0.1474, -0.114, -0.1169, -0.0821, -0.1345, -0.0549, -0.0929, -0.0678, -0.1183, -0.0936, -0.0742, -0.0893, -0.0878, -0.1047, -0.1112, -0.118, -0.029, -0.1104, -0.0333, 0.213, 0.2126, 0.1413, 0.2682, 0.1617, 0.1065, 0.0, 0.0022, 0.1011, 0.2865, 0.2865, 0.2556, 0.261, 0.3105, 0.2273, 0.2431, 0.2305, 0.2166, 0.2338, 0.4303, 0.3797, 0.3446, 0.3636, 0.4152, 0.3729, 0.2707, 0.2711, 0.256, 0.2219, 0.3256, 0.3231, 0.3819, 0.3313, 0.4231, 0.2635, 0.3998, 0.5002, 0.4586, 0.4607, 0.5432, 0.4923, 0.4919, 0.4912, 0.5296, 0.5231, 0.5902, 0.5902, 0.7325, 0.81, 0.843, 0.8336, 0.6658, 0.7243, 0.5464, 0.5608, 0.1553, 0.1739, 0.1176, 0.1015, 0.2252, 0.1169, 0.0965, 0.0115, 0.0118, 0.0122, 0.0122, 0.0316, 0.0229, -0.057, -0.0495, -0.0294, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041876121478689232", "ticker_idx": 0, "ts": "2026-04-08T13:49:38+00:00", "symbol": "AEHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A critical monopoly in a growing sector.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AEHR on monopoly position in semiconductor test/burn-in for SiC and silicon photonics; missed entry but endorses the quality.", "resolved_tickers": ["AEHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Well, so far for my $AEHR buying opportunity. \n\nWas looking for an entry but looks like I’m too late. Like I said, earnings were great imo. \n\nAehr Test Systems designs and manufactures specialized test and burn-in equipment for the semiconductor industry to ensure the reliability of integrated circuits, particularly silicon carbide power devices and silicon photonics.\n\nA critical monopoly in a growing sector.", "reply_text": null, "parent_text": null, "quoted_text": "$AEHR currently down 5% after a revenue miss. Don’t mind that at the moment. Guidance looks great. \n\n- Bookings: A massive $37.2 million for the quarter, representing a very strong book-to-bill ratio of over 3.5x. This reflects heavy customer demand across both wafer-level https://t.co/UFVKjiC7KJ", "parent_author": null, "ret_m1d": -0.20440151802725315, "ret_signed_m1d": -0.20440151802725315, "alpha_spy_m1d": -0.1795644720481857, "alpha_c_m1d": -0.14997037549352787, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0902470040644403, "ret_signed_p1d": 0.0902470040644403, "alpha_spy_p1d": 0.08447798636525472, "alpha_c_p1d": 0.07277328824058005, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.1592780461937131, "ret_signed_p1w": 0.1592780461937131, "alpha_spy_p1w": 0.12387922251861738, "alpha_c_p1w": 0.08815351763695456, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.4449018739186985, "ret_signed_p1m": 0.4449018739186985, "alpha_spy_p1m": 0.3626989839424437, "alpha_c_p1m": 0.167828293956217, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4449018739186985, "alpha_spy_stated": 0.3626989839424437, "alpha_c_stated": 0.167828293956217, "price_path": [-0.5833, -0.5828, -0.5755, -0.5888, -0.58, -0.5439, -0.5439, -0.5399, -0.5377, -0.5106, -0.556, -0.576, -0.5606, -0.557, -0.5744, -0.594, -0.5874, -0.5695, -0.6227, -0.6358, -0.5822, -0.5632, -0.5752, -0.4641, -0.5584, -0.5434, -0.5434, -0.5489, -0.5407, -0.5207, -0.468, -0.4566, -0.3789, -0.3433, -0.3699, -0.4074, -0.3029, -0.3407, -0.3246, -0.3589, -0.4362, -0.3528, -0.3357, -0.3279, -0.4039, -0.4352, -0.4066, -0.4128, -0.4251, -0.4022, -0.4535, -0.4118, -0.3795, -0.382, -0.4527, -0.4851, -0.5231, -0.4129, -0.373, -0.2983, -0.2983, -0.1742, -0.2044, 0.0, 0.0902, 0.1151, 0.1346, 0.1776, 0.1593, 0.2801, 0.3277, 0.4273, 0.4839, 0.5415, 0.5122, 0.5185, 0.4009, 0.3051, 0.2953, 0.4338, 0.4736, 0.3554, 0.4438, 0.5315, 0.4449, 0.5394, 0.6555, 0.5313, 0.6347, 0.6837, 0.5754, 0.3231, 0.2847, 0.3037, 0.4455, 0.5044, 0.5044, 0.7403, 0.6438, 0.5831, 0.4618, 0.4823, 0.7891, 0.8143, 0.8458, 0.5587, 0.5133, 0.4932, 0.4775, 0.6313, 0.7174, 0.8347, 0.6598, 0.7831, 0.8255, 0.8255, 0.7943, 0.6211, 0.5073, 0.5641, 0.4536, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032187798187348450", "ticker_idx": 0, "ts": "2026-03-12T20:11:41+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As a $RKLB and $PL holder, I expect this will start a massive sector-wide rerating. SpaceX's premium valuation will highlight just how undervalued these public space companies are.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long RKLB and PL; expects SpaceX S&P 500 inclusion to trigger sector-wide rerating revealing undervaluation of public space 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": "As a $RKLB and $PL holder, I expect this will start a massive sector-wide rerating. \n\nSpaceX’s premium valuation will highlight just how undervalued these public space companies are.", "reply_text": null, "parent_text": null, "quoted_text": "S&amp;P WEIGHS RULE CHANGES THAT WOULD SPEED SPACEX S&amp;P 500 ENTRY", "parent_author": null, "ret_m1d": -0.000584723189387848, "ret_signed_m1d": -0.000584723189387848, "alpha_spy_m1d": -0.006277078445498407, "alpha_c_m1d": -0.004168150508810253, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0035834273194224053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04239137174744245, "ret_signed_p1d": 0.04239137174744245, "alpha_spy_p1d": 0.03221450673698589, "alpha_c_p1d": 0.03382772203268014, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.008563649714762311, "ret_p1w": -0.017248943751034362, "ret_signed_p1w": -0.017248943751034362, "alpha_spy_p1w": 0.0007925825276424714, "alpha_c_p1w": 0.0008500473107069251, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018098991061741287, "ret_p1m": 0.03230520342300047, "ret_signed_p1m": 0.03230520342300047, "alpha_spy_p1m": -0.006475003253197054, "alpha_c_p1m": -0.0197163530388047, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.052021556461805174, "ret_p3m": 0.5355941737793304, "ret_signed_p3m": 0.5355941737793304, "alpha_spy_p3m": 0.4372669151883821, "alpha_c_p3m": 0.502270554256881, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.03332361952244933, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03230520342300047, "alpha_spy_stated": -0.006475003253197054, "alpha_c_stated": -0.0197163530388047, "price_path": [-0.1889, -0.2112, -0.1241, 0.0308, 0.1336, 0.1282, 0.1282, 0.1282, 0.0327, 0.025, 0.0298, 0.0197, 0.0197, 0.1108, 0.1422, 0.2576, 0.2291, 0.2144, 0.2403, 0.2849, 0.2656, 0.3419, 0.3267, 0.4077, 0.4077, 0.3033, 0.2837, 0.2861, 0.2995, 0.1764, 0.2717, 0.2947, 0.2524, 0.1704, 0.0839, 0.188, 0.0687, -0.0306, 0.0572, 0.1086, 0.0529, 0.0177, -0.0351, -0.0142, -0.0142, 0.0216, 0.0879, 0.1194, 0.0358, 0.0263, 0.0228, 0.0262, 0.062, 0.0101, 0.0374, 0.0251, 0.0512, 0.0232, 0.0249, 0.0449, 0.0076, 0.0519, -0.0006, 0.0, 0.0424, 0.1488, 0.0156, 0.0515, -0.0172, -0.006, -0.0342, 0.0653, -0.0361, -0.1093, -0.1612, -0.0612, -0.0422, -0.0099, -0.0099, -0.0108, -0.0306, 0.0098, -0.0244, -0.0053, 0.0323, 0.0557, 0.0759, 0.2122, 0.2396, 0.3077, 0.2665, 0.3162, 0.2367, 0.1647, 0.2029, 0.1488, 0.1259, 0.2061, 0.152, 0.174, 0.1513, 0.2374, 0.1487, 0.5417, 0.7154, 0.7185, 0.8148, 0.9376, 0.8239, 0.9173, 0.861, 0.9629, 0.8338, 0.9845, 0.9845, 1.0933, 1.196, 1.1639, 1.0974, 0.7891, 0.8027, 0.6767, 0.7534, 0.6091, 0.6613, 0.5821, 0.5356, 0.6778, 0.4967, 0.597, 0.5295, 0.5784, 0.5676, 0.5676, 0.466, 0.3904, 0.2485, 0.1795, 0.2358, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032187798187348450", "ticker_idx": 1, "ts": "2026-03-12T20:11:41+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As a $RKLB and $PL holder, I expect this will start a massive sector-wide rerating. SpaceX's premium valuation will highlight just how undervalued these public space companies are.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Long RKLB and PL; expects SpaceX S&P 500 inclusion to trigger sector-wide rerating revealing undervaluation of public space companies.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "As a $RKLB and $PL holder, I expect this will start a massive sector-wide rerating. \n\nSpaceX’s premium valuation will highlight just how undervalued these public space companies are.", "reply_text": null, "parent_text": null, "quoted_text": "S&amp;P WEIGHS RULE CHANGES THAT WOULD SPEED SPACEX S&amp;P 500 ENTRY", "parent_author": null, "ret_m1d": 0.007260927437659159, "ret_signed_m1d": 0.007260927437659159, "alpha_spy_m1d": 0.0015685721815485998, "alpha_c_m1d": 0.003677500118236754, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.0035834273194224053, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007664402058920827, "ret_signed_p1d": -0.007664402058920827, "alpha_spy_p1d": -0.017841267069377387, "alpha_c_p1d": -0.01622805177368314, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.008563649714762311, "ret_p1w": 0.36466319409714476, "ret_signed_p1w": 0.36466319409714476, "alpha_spy_p1w": 0.3827047203758216, "alpha_c_p1w": 0.38276218515888605, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.018098991061741287, "ret_p1m": 0.3844291418854975, "ret_signed_p1m": 0.3844291418854975, "alpha_spy_p1m": 0.34564893520929996, "alpha_c_p1m": 0.3324075854236923, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.052021556461805174, "ret_p3m": 0.23920928514822548, "ret_signed_p3m": 0.23920928514822548, "alpha_spy_p3m": 0.14088202655727722, "alpha_c_p3m": 0.20588566562577615, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.03332361952244933, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3844291418854975, "alpha_spy_stated": 0.34564893520929996, "alpha_c_stated": 0.3324075854236923, "price_path": [-0.2787, -0.3356, -0.2945, -0.2263, -0.169, -0.1638, -0.1803, -0.1803, -0.219, -0.1985, -0.2037, -0.2045, -0.2045, -0.1767, -0.1372, -0.119, -0.0879, -0.0948, -0.0839, 0.0262, 0.0214, 0.0783, 0.1408, 0.161, 0.161, 0.1295, 0.0641, 0.0512, 0.0867, 0.0436, 0.1323, 0.1246, 0.0629, 0.0073, -0.0783, -0.0339, -0.1218, -0.1759, -0.1021, -0.0311, -0.0807, -0.1267, -0.1408, -0.0956, -0.0956, -0.1041, -0.0424, 0.0129, -0.0359, -0.0407, -0.0032, -0.0065, 0.0327, -0.0262, 0.0633, 0.0206, 0.0488, -0.0081, 0.0198, 0.0415, 0.0246, 0.0262, 0.0073, 0.0, -0.0077, 0.0924, 0.0008, 0.0875, 0.3647, 0.3643, 0.284, 0.4268, 0.307, 0.2449, 0.1251, 0.1275, 0.2388, 0.4474, 0.4474, 0.4127, 0.4187, 0.4744, 0.3808, 0.3985, 0.3844, 0.3687, 0.3881, 0.6091, 0.5522, 0.5127, 0.5341, 0.5922, 0.5446, 0.4296, 0.43, 0.4131, 0.3747, 0.4913, 0.4885, 0.5547, 0.4978, 0.601, 0.4215, 0.5748, 0.6878, 0.641, 0.6434, 0.7362, 0.6789, 0.6785, 0.6777, 0.7209, 0.7136, 0.789, 0.789, 0.9492, 1.0363, 1.0734, 1.0629, 0.8741, 0.9399, 0.7398, 0.7559, 0.2997, 0.3207, 0.2574, 0.2392, 0.3784, 0.2566, 0.2336, 0.138, 0.1384, 0.1388, 0.1388, 0.1605, 0.1509, 0.0609, 0.0694, 0.092, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049136700455084341", "ticker_idx": 0, "ts": "2026-04-28T14:40:35+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If the drawback continues and investors dare to push this share below 200, I'm ready to make Filtronic my second highest holding.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Filtronic: strong SpaceX partnership, profitable, high-quality management; ready to buy heavily on further dips below 200.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Filtronic got punished yesterday. \n\nWhy? Probably because of the customer dependence. Around 75% of the revenue comes from SpaceX. \n\nInvestors saw what such a customer dependence can do with $POET yesterday. If SpaceX pulls out, the business case of Filtronic looks a lot less positive. \n\nBut here is why I think Filtronic is different, very different. \n\nFirst of all, SpaceX is open about the relationship with Filtronic. They already called them a ‘reliable partner’. \n\nSecondly, SpaceX isn’t just a customer, it’s a strategic partner. They work together to innovate the whole space industry. \n\nThirdly, Filtronic makes profit. They have a positive cash flow and ebitda margin. They don’t burn any cash and SpaceX is financing their whole R&D project. \n\nFinally, the management has always been honest and open about their targets and reached them. I’ve build a framework that rated management and they score a 96/100. The highest score I’ve seen until now. Poet scores 19/100. \n\nIf the drawback continues and investors dare to push this share below 200, I’m ready to make Filtronic my second highest holding.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": 0.017110266159695797, "ret_signed_m1d": 0.017110266159695797, "alpha_spy_m1d": 0.012220480232064679, "alpha_c_m1d": 0.010049654084497428, "bench_spy_m1d": 0.004889785927631118, "bench_c_m1d": 0.007060612075198369, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026615969581748944, "ret_signed_p1d": 0.026615969581748944, "alpha_spy_p1d": 0.026770478906734896, "alpha_c_p1d": 0.03628611419721117, "bench_spy_p1d": -0.00015450932498595193, "bench_c_p1d": -0.009670144615462228, "ret_p1w": 0.3307984790874525, "ret_signed_p1w": 0.3307984790874525, "alpha_spy_p1w": 0.31382472262957317, "alpha_c_p1w": 0.32158907820185356, "bench_spy_p1w": 0.016973756457879352, "bench_c_p1w": 0.009209400885598962, "ret_p1m": 0.479087452471483, "ret_signed_p1m": 0.479087452471483, "alpha_spy_p1m": 0.4246114368413645, "alpha_c_p1m": 0.4322725814916266, "bench_spy_p1m": 0.0544760156301185, "bench_c_p1m": 0.04681487097985637, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.479087452471483, "alpha_spy_stated": 0.4246114368413645, "alpha_c_stated": 0.4322725814916266, "price_path": [-0.3042, -0.2814, -0.3042, -0.2928, -0.2586, -0.2433, -0.2414, -0.2243, -0.2471, -0.251, -0.2548, -0.251, -0.2243, -0.2357, -0.2205, -0.2319, -0.2357, -0.2471, -0.2395, -0.2395, -0.2471, -0.2319, -0.2395, -0.2852, -0.2471, -0.2586, -0.2719, -0.3194, -0.2738, -0.249, -0.2586, -0.27, -0.2947, -0.289, -0.2985, -0.3555, -0.3878, -0.3536, -0.3536, -0.3004, -0.3042, -0.289, -0.2852, -0.27, -0.2357, -0.2205, -0.2205, -0.2205, -0.2243, -0.1939, -0.2243, -0.2395, -0.2433, -0.2167, -0.1787, -0.1597, -0.1141, -0.0684, -0.0494, 0.0228, 0.076, 0.1255, 0.0171, 0.0, 0.0266, 0.1065, 0.0913, 0.0913, 0.3308, 0.2928, 0.5399, 0.4449, 0.424, 0.3612, 0.5323, 0.5513, 0.5399, 0.5627, 0.7091, 0.7833, 0.5399, 0.4411, 0.4411, 0.5589, 0.4791, 0.3878, 0.4829, 0.5019, 0.3688, 0.0913, 0.2395, 0.2928, 0.4829, 0.2928, 0.1977, 0.1787, 0.2357, 0.2795, 0.4316, 0.4068, 0.4068, 0.4335, 0.4449, 0.2928, 0.1787, 0.0646, -0.1255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034006355116281930", "ticker_idx": 0, "ts": "2026-03-17T20:37:59+00:00", "symbol": "OKLO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "massive real-world progress that everyday investors should pay attention to... Oklo is steadily clearing the exact hurdles needed to bring next-generation nuclear energy to the grid", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish OKLO: DOE safety agreement, NRC medical isotope license, 1.2 GW Meta deal, and $1.2B cash runway justify long-term bull case despite near-term losses.", "resolved_tickers": ["OKLO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Independent Power Producers", "unit_kind": "quote", "lang": "en", "tweet_text": "$OKLO is dropping 1% after earnings. Their latest update reveals massive real-world progress that everyday investors should pay attention to. \n\nAs an early-stage developer, financial losses, like the expected $0.18 per-share drop this quarter, are completely normal. What actually matters is their massive war chest of roughly $1.2 billion in cash, giving them plenty of runway to execute their long-term vision.\n\nOn the regulatory front, Oklo just scored two huge wins. \n\nFirst, the Department of Energy approved a crucial safety agreement for their inaugural reactor in Idaho. \n\nSecond, the Nuclear Regulatory Commission just granted their subsidiary, Atomic Alchemy, a license to process and sell medical isotopes. This is a massive game-changer because it allows Oklo to finally start generating its very first commercial revenue.\n\nBeyond government milestones, big tech is heavily betting on their success. Oklo recently signed a massive 1.2-gigawatt agreement to power Meta's new data center campus in Ohio by 2030, proving that demand for reliable AI power is exploding. \n\nUltimately, Oklo is steadily clearing the exact hurdles needed to bring next-generation nuclear energy to the grid.", "reply_text": null, "parent_text": null, "quoted_text": "$OKLO to report earnings tonight. \n\nThe nuclear energy wave has collapsed with Oklo losing 65% of its market cap since October. \n\nTo calm down investors Oklo will focus on the NRC licensing and regulatory progress, these will dictate their timeline. \n\nAdditionally, expanding https://t.co/UAPxdK9hLf", "parent_author": null, "ret_m1d": 0.0675484649880429, "ret_signed_m1d": 0.0675484649880429, "alpha_spy_m1d": 0.05339736099821324, "alpha_c_m1d": 0.05339736099821324, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.014151103989829661, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035449772648755484, "ret_signed_p1d": -0.035449772648755484, "alpha_spy_p1d": -0.0329854843734112, "alpha_c_p1d": -0.0329854843734112, "bench_spy_p1d": -0.002464288275344284, "bench_c_p1d": -0.002464288275344284, "ret_p1w": -0.025220463596721254, "ret_signed_p1w": -0.025220463596721254, "alpha_spy_p1w": -0.020962692215397927, "alpha_c_p1w": -0.020962692215397927, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.0042577713813233276, "ret_p1m": 0.1324514677333466, "ret_signed_p1m": 0.1324514677333466, "alpha_spy_p1m": 0.06873156316932039, "alpha_c_p1m": 0.06873156316932039, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.06371990456402621, "ret_p3m": 0.07125221977365448, "ret_signed_p3m": 0.07125221977365448, "alpha_spy_p3m": -0.0730736785472732, "alpha_c_p3m": -0.0730736785472732, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.14432589832092768, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4679, 0.4716, 0.4441, 0.434, 0.434, 0.3566, 0.3067, 0.2631, 0.2656, 0.2656, 0.3721, 0.5757, 0.6861, 0.7213, 0.7213, 0.8573, 0.8078, 0.7123, 0.6926, 0.6129, 0.6746, 0.6746, 0.5861, 0.6011, 0.6037, 0.5455, 0.4517, 0.5039, 0.6647, 0.5175, 0.4042, 0.2984, 0.3757, 0.2034, 0.0959, 0.254, 0.3236, 0.2252, 0.1681, 0.1273, 0.1586, 0.1586, 0.1929, 0.1885, 0.1929, 0.1257, 0.1127, 0.1474, 0.1697, 0.2182, 0.1102, 0.1407, 0.1164, 0.1578, 0.094, 0.0273, 0.0896, 0.0825, 0.1069, 0.051, 0.0295, 0.0527, 0.0675, 0.0, -0.0354, -0.0481, -0.0078, -0.0307, -0.0252, -0.0862, -0.1141, -0.1961, -0.1254, -0.1522, -0.1511, -0.1511, -0.14, -0.1783, -0.1145, -0.1578, -0.1138, -0.0487, 0.0332, 0.1173, 0.1325, 0.1783, 0.2016, 0.1042, 0.2771, 0.3485, 0.2522, 0.3392, 0.2185, 0.146, 0.2787, 0.2416, 0.2099, 0.206, 0.4042, 0.2668, 0.2788, 0.378, 0.2986, 0.2286, 0.1854, 0.0979, 0.0328, -0.0145, 0.1037, 0.148, 0.1619, 0.1619, 0.2116, 0.1961, 0.2009, 0.1795, 0.1797, 0.2958, 0.1501, 0.1533, 0.0245, 0.0395, -0.0039, -0.0473, 0.0205, 0.0139, 0.0713, 0.0132, 0.0374, 0.0788, 0.0788, 0.03, 0.0086, -0.0466, -0.1004, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038712897493160099", "ticker_idx": 0, "ts": "2026-03-30T20:20:06+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Investors have the chance to buy $PL at a discount unitl the end of April", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long PL after ~10% drop; warrant redemption creates temporary selling pressure through April, then stock rerated higher on debt-free cash injection and cleaner cap structure.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$PL down almost 10% today as they announced the redemption of Public Warrants over the weekend. \n\nPlanet will redeem all of its outstanding public warrants.  Holders will be able to activate their warrants until the end of April. This will create a short-term pressure on the stock. \n\nThe warrants will create a 4% dillution for existing shareholders.\n\nHowever, the long-term outlook remains bullish. By forcing this redemption, Planet is securing a massive, debt-free cash injection while permanently cleaning up its capital structure. \n\nOnce this temporary selling pressure clears after the April deadline, the company will be heavily funded for future growth and free from this historical stock overhang.\n\nInvestors have the chance to buy $PL at a discount unitl the end of April.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002146739594031555, "ret_signed_m1d": -0.002146739594031555, "alpha_spy_m1d": 0.026100052236933124, "alpha_c_m1d": 0.02951098048945555, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.031657720083487106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09874770111608888, "ret_signed_p1d": 0.09874770111608888, "alpha_spy_p1d": 0.09121320970578539, "alpha_c_p1d": 0.08205329745639478, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.0166944036596941, "ret_p1w": 0.2583183259007018, "ret_signed_p1w": 0.2583183259007018, "alpha_spy_p1w": 0.2446640302902594, "alpha_c_p1w": 0.24255127351391437, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.01576705238678744, "ret_p1m": 0.219320246897573, "ret_signed_p1m": 0.219320246897573, "alpha_spy_p1m": 0.1251541120911961, "alpha_c_p1m": 0.16861848647179922, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.05070176042577379, "ret_p3m": -0.0314848316312778, "ret_signed_p3m": -0.0314848316312778, "alpha_spy_p3m": -0.15530934041207722, "alpha_c_p3m": -0.15462714983354242, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.12314231820226462, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.219320246897573, "alpha_spy_stated": 0.1251541120911961, "alpha_c_stated": 0.16861848647179922, "price_path": [-0.2945, -0.2698, -0.2347, -0.2186, -0.1911, -0.1971, -0.1875, -0.0898, -0.0941, -0.0436, 0.0118, 0.0297, 0.0297, 0.0018, -0.0562, -0.0676, -0.0361, -0.0744, 0.0043, -0.0025, -0.0572, -0.1066, -0.1825, -0.1431, -0.2211, -0.2691, -0.2036, -0.1406, -0.1846, -0.2254, -0.2379, -0.1979, -0.1979, -0.2054, -0.1506, -0.1016, -0.1449, -0.1492, -0.1159, -0.1188, -0.0841, -0.1363, -0.0569, -0.0948, -0.0698, -0.1202, -0.0955, -0.0762, -0.0912, -0.0898, -0.1066, -0.1131, -0.1199, -0.0311, -0.1123, -0.0354, 0.2104, 0.21, 0.1388, 0.2655, 0.1592, 0.1041, -0.0021, 0.0, 0.0987, 0.2837, 0.2837, 0.253, 0.2583, 0.3077, 0.2247, 0.2404, 0.2279, 0.214, 0.2311, 0.4272, 0.3767, 0.3417, 0.3606, 0.4122, 0.3699, 0.268, 0.2683, 0.2533, 0.2193, 0.3227, 0.3202, 0.3789, 0.3284, 0.42, 0.2608, 0.3968, 0.497, 0.4555, 0.4576, 0.5399, 0.4891, 0.4887, 0.488, 0.5263, 0.5199, 0.5868, 0.5868, 0.7288, 0.8061, 0.839, 0.8297, 0.6623, 0.7206, 0.5431, 0.5574, 0.1528, 0.1714, 0.1152, 0.0991, 0.2225, 0.1145, 0.0941, 0.0093, 0.0097, 0.01, 0.01, 0.0293, 0.0208, -0.059, -0.0515, -0.0315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050284227514749221", "ticker_idx": 0, "ts": "2026-05-01T18:40:26+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Filtronic has proven that they can build E-band GaN amps up to 50W that work together with the phased arrays of SpaceX. They now have a research collaboration with SpaceX to expand this to V-band (up to 100W) and Ku-band amps.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Names Filtronic as THE supplier for SpaceX's GaN amplifier needs across E-band, V-band, and Ku-band; implied single beneficiary of SpaceX phased-array buildout.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Hope I understand your question correctly, but they basically want to combine those concepts. It will not be phased arrays vs. point-to-point anymore; it will be a combination of both.\n\nThe phased arrays now have thousands of tiny antennas, and they program all those antennas to synchronize their energy perfectly. That array focuses all of the power into one single, point-to-point pencil beam.\n\nThey need a lot of power for this process, which is provided by GaN amplifiers. The difficulty is delivering this GaN power without melting the antennas. This is exactly why SpaceX is working together with Filtronic.\n\nFiltronic has proven that they can build E-band GaN amps up to 50W that work together with the phased arrays of SpaceX. They now have a research collaboration with SpaceX to expand this to V-band (up to 100W) and Ku-band amps.\n\nHope this is a bit clear?", "reply_text": null, "parent_text": "@Kaizen_Investor I was thinking phased arrays vs point-to-point when things like LEO is moving quickly vs points in the groud or in space. How is that solved? Since phased arrays get a very neet logaritmic array gain and hence can use lower out put power per path and offers electric beam steering", "quoted_text": null, "parent_author": "StormDirac", "ret_m1d": -0.18000000000000005, "ret_signed_m1d": -0.18000000000000005, "alpha_spy_m1d": -0.17723855142190703, "alpha_c_m1d": -0.17969702153015055, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.00030297846984950194, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02857142857142858, "ret_signed_p1d": -0.02857142857142858, "alpha_spy_p1d": -0.024908036424672098, "alpha_c_p1d": -0.0025068804123018484, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.026064548159126733, "ret_p1w": 0.02285714285714291, "ret_signed_p1w": 0.02285714285714291, "alpha_spy_p1w": -0.0006910396272181707, "alpha_c_p1w": 0.006339470953573567, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.016517671903569342, "ret_p1m": -0.18000000000000005, "ret_signed_p1m": -0.18000000000000005, "alpha_spy_p1m": -0.2325774850362451, "alpha_c_p1m": -0.2093984273784456, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.029398427378445557, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.18000000000000005, "alpha_spy_stated": -0.2325774850362451, "alpha_c_stated": -0.2093984273784456, "price_path": [-0.4314, -0.43, -0.4171, -0.4343, -0.4371, -0.44, -0.4371, -0.4171, -0.4257, -0.4143, -0.4229, -0.4257, -0.4343, -0.4286, -0.4286, -0.4343, -0.4229, -0.4286, -0.4629, -0.4343, -0.4429, -0.4529, -0.4886, -0.4543, -0.4357, -0.4429, -0.4514, -0.47, -0.4657, -0.4729, -0.5157, -0.54, -0.5143, -0.5143, -0.4743, -0.4771, -0.4657, -0.4629, -0.4514, -0.4257, -0.4143, -0.4143, -0.4143, -0.4171, -0.3943, -0.4171, -0.4286, -0.4314, -0.4114, -0.3829, -0.3686, -0.3343, -0.3, -0.2857, -0.2314, -0.1914, -0.1543, -0.2357, -0.2486, -0.2286, -0.1686, -0.18, -0.18, 0.0, -0.0286, 0.1571, 0.0857, 0.07, 0.0229, 0.1514, 0.1657, 0.1571, 0.1743, 0.2843, 0.34, 0.1571, 0.0829, 0.0829, 0.1714, 0.1114, 0.0429, 0.1143, 0.1286, 0.0286, -0.18, -0.0686, -0.0286, 0.1143, -0.0286, -0.1, -0.1143, -0.0714, -0.0386, 0.0757, 0.0571, 0.0571, 0.0771, 0.0857, -0.0286, -0.1143, -0.2, -0.3429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056821553279504738", "ticker_idx": 1, "ts": "2026-05-19T19:37:26+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB just posted very bullish earnings", "tweet_type": "prediction", "timeline": "months", "summary": "Long space sector: FTC trend intact on SpaceX/Starlink nexus, RKLB bullish earnings, PL pending; SpaceX IPO catalyst.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$FTC finishes on a new ath today, up another 10%. The trend is clear. Almost 100% return within the first month of buying. \n\nWith SpaceX IPO lurking, I expect the bullish space trend to continue. $RKLB just posted very bullish earnings, other space names like $PL still have to report. \n\nSpace will continue to dominate the charts. \n\nNot financial advice, always do your own research", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX", "parent_author": null, "ret_m1d": 0.030241192187154597, "ret_signed_m1d": 0.030241192187154597, "alpha_spy_m1d": 0.0235357405069887, "alpha_c_m1d": 0.018329381142975665, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.011911811044178933, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.054748262935872205, "ret_signed_p1d": 0.054748262935872205, "alpha_spy_p1d": 0.04449926835330875, "alpha_c_p1d": 0.042955022474368, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.011793240461504206, "ret_p1w": 0.1248134450896925, "ret_signed_p1w": 0.1248134450896925, "alpha_spy_p1w": 0.10183491751354112, "alpha_c_p1w": 0.09186333284650017, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.03295011224319233, "ret_p1m": -0.15183406309283476, "ret_signed_p1m": -0.15183406309283476, "alpha_spy_p1m": -0.16168782950306038, "alpha_c_p1m": -0.2161934139062036, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.06435935081336885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15183406309283476, "alpha_spy_stated": -0.16168782950306038, "alpha_c_stated": -0.2161934139062036, "price_path": [-0.3985, -0.4434, -0.4485, -0.4504, -0.4486, -0.4293, -0.4572, -0.4425, -0.4491, -0.4352, -0.4502, -0.4493, -0.4385, -0.4586, -0.4348, -0.463, -0.4627, -0.4399, -0.3827, -0.4542, -0.435, -0.4719, -0.4659, -0.481, -0.4275, -0.4821, -0.5214, -0.5493, -0.4956, -0.4854, -0.468, -0.468, -0.4685, -0.4791, -0.4574, -0.4758, -0.4655, -0.4453, -0.4327, -0.4219, -0.3486, -0.3339, -0.2973, -0.3195, -0.2927, -0.3355, -0.3741, -0.3536, -0.3827, -0.395, -0.3519, -0.381, -0.3692, -0.3814, -0.3351, -0.3828, -0.1715, -0.0782, -0.0766, -0.0248, 0.0412, -0.02, 0.0302, 0.0, 0.0547, -0.0146, 0.0664, 0.0664, 0.1248, 0.18, 0.1628, 0.127, -0.0386, -0.0313, -0.099, -0.0578, -0.1353, -0.1073, -0.1499, -0.1748, -0.0984, -0.1957, -0.1419, -0.1781, -0.1518, -0.1576, -0.1576, -0.2122, -0.2528, -0.3291, -0.3662, -0.336, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056821553279504738", "ticker_idx": 2, "ts": "2026-05-19T19:37:26+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "other space names like $PL still have to report", "tweet_type": "prediction", "timeline": "months", "summary": "Long space sector: FTC trend intact on SpaceX/Starlink nexus, RKLB bullish earnings, PL pending; SpaceX IPO catalyst.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$FTC finishes on a new ath today, up another 10%. The trend is clear. Almost 100% return within the first month of buying. \n\nWith SpaceX IPO lurking, I expect the bullish space trend to continue. $RKLB just posted very bullish earnings, other space names like $PL still have to report. \n\nSpace will continue to dominate the charts. \n\nNot financial advice, always do your own research", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX", "parent_author": null, "ret_m1d": 0.00048089583289967486, "ret_signed_m1d": 0.00048089583289967486, "alpha_spy_m1d": -0.006224555847266222, "alpha_c_m1d": -0.011430915211279258, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.011911811044178933, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025727330870366494, "ret_signed_p1d": 0.025727330870366494, "alpha_spy_p1d": 0.01547833628780304, "alpha_c_p1d": 0.013934090408862287, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.011793240461504206, "ret_p1w": 0.16181773304988933, "ret_signed_p1w": 0.16181773304988933, "alpha_spy_p1w": 0.13883920547373796, "alpha_c_p1w": 0.128867620806697, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.03295011224319233, "ret_p1m": -0.3214715265732324, "ret_signed_p1m": -0.3214715265732324, "alpha_spy_p1m": -0.33132529298345803, "alpha_c_p1m": -0.38583087738660127, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.06435935081336885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.3214715265732324, "alpha_spy_stated": -0.33132529298345803, "alpha_c_stated": -0.38583087738660127, "price_path": [-0.3962, -0.4253, -0.4282, -0.4059, -0.4078, -0.3845, -0.4196, -0.3662, -0.3917, -0.3748, -0.4088, -0.3922, -0.3792, -0.3893, -0.3883, -0.3996, -0.4039, -0.4085, -0.3489, -0.4035, -0.3518, -0.1866, -0.1868, -0.2347, -0.1496, -0.221, -0.258, -0.3294, -0.328, -0.2616, -0.1373, -0.1373, -0.158, -0.1544, -0.1212, -0.177, -0.1664, -0.1748, -0.1842, -0.1726, -0.0409, -0.0748, -0.0983, -0.0856, -0.051, -0.0793, -0.1479, -0.1476, -0.1577, -0.1806, -0.1111, -0.1128, -0.0733, -0.1072, -0.0457, -0.1527, -0.0613, 0.006, -0.0219, -0.0204, 0.0349, 0.0007, 0.0005, 0.0, 0.0257, 0.0214, 0.0664, 0.0664, 0.1618, 0.2138, 0.2359, 0.2296, 0.1171, 0.1563, 0.037, 0.0466, -0.2253, -0.2128, -0.2505, -0.2614, -0.1784, -0.251, -0.2647, -0.3217, -0.3215, -0.3212, -0.3212, -0.3082, -0.314, -0.3676, -0.3626, -0.3491, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2049548589752603020", "ticker_idx": 0, "ts": "2026-04-29T17:57:17+00:00", "symbol": "Filtronic PLC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Executing these milestones means going through a massive capex cycle to build the underlying hardware and this is extremely bullish for Filtronic. I have a position in Filtronic.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Filtronic as critical SpaceX/Starlink hardware supplier; SpaceX capex cycle and space data center buildout seen as major tailwinds.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC listed on AIM London as FTC.L", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "According to analysts, Filtronic is the best pure play space stock available on the market. \n\nMusk's new pay package is tied to a $7.5T valuation and specifically mandates building 100TW space-based data centers.\n\nWhether you think this is possible or not, it shows the path SpaceX is going. \n\nExecuting these milestones means going through a massive capex cycle to build the underlying hardware and this is extremely bullish for Filtronic. \n\nSpace data centers are completely useless without ultra-low latency, high-bandwidth data transmission. SpaceX has a research collaboration with Filtronic to make sure all the hardware is ready and available. \n\nI have a position in Filtronic. If you want to know more, read my article 👇", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX", "parent_author": null, "ret_m1d": -0.07216494845360821, "ret_signed_m1d": -0.07216494845360821, "alpha_spy_m1d": -0.07231948165541491, "alpha_c_m1d": -0.08192951786740954, "bench_spy_m1d": 0.00015453320180669472, "bench_c_m1d": 0.009764569413801327, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.013745704467353903, "ret_signed_p1d": -0.013745704467353903, "alpha_spy_p1d": -0.02369533799491874, "alpha_c_p1d": -0.036219497918342114, "bench_spy_p1d": 0.009949633527564838, "bench_c_p1d": 0.02247379345098821, "ret_p1w": 0.39175257731958757, "ret_signed_p1w": 0.39175257731958757, "alpha_spy_p1w": 0.3604841555559122, "alpha_c_p1w": 0.3382806676689498, "bench_spy_p1w": 0.03126842176367539, "bench_c_p1w": 0.05347190965063775, "ret_p1m": 0.3402061855670102, "ret_signed_p1m": 0.3402061855670102, "alpha_spy_p1m": 0.2797492196239093, "alpha_c_p1m": 0.28580439130665347, "bench_spy_p1m": 0.060456965943100904, "bench_c_p1m": 0.05440179426035674, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3402061855670102, "alpha_spy_stated": 0.2797492196239093, "alpha_c_stated": 0.28580439130665347, "price_path": [-0.3711, -0.3608, -0.3299, -0.3162, -0.3144, -0.299, -0.3196, -0.323, -0.3265, -0.323, -0.299, -0.3093, -0.2955, -0.3058, -0.3093, -0.3196, -0.3127, -0.3127, -0.3196, -0.3058, -0.3127, -0.354, -0.3196, -0.3299, -0.3419, -0.3849, -0.3436, -0.3213, -0.3299, -0.3402, -0.3625, -0.3574, -0.366, -0.4175, -0.4467, -0.4158, -0.4158, -0.3677, -0.3711, -0.3574, -0.354, -0.3402, -0.3093, -0.2955, -0.2955, -0.2955, -0.299, -0.2715, -0.299, -0.3127, -0.3162, -0.2921, -0.2577, -0.2405, -0.1993, -0.1581, -0.1409, -0.0756, -0.0275, 0.0172, -0.0808, -0.0962, -0.0722, 0.0, -0.0137, -0.0137, 0.2027, 0.1684, 0.3918, 0.3058, 0.2869, 0.2302, 0.3849, 0.4021, 0.3918, 0.4124, 0.5447, 0.6117, 0.3918, 0.3024, 0.3024, 0.4089, 0.3368, 0.2543, 0.3402, 0.3574, 0.2371, -0.0137, 0.1203, 0.1684, 0.3402, 0.1684, 0.0825, 0.0653, 0.1168, 0.1564, 0.2938, 0.2715, 0.2715, 0.2955, 0.3058, 0.1684, 0.0653, -0.0378, -0.2096, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040383400104579537", "ticker_idx": 0, "ts": "2026-04-04T10:58:05+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Until June, it should not affect the production or margins of SK Hynix. They are not just waiting on a solution... Most of these comes from the US. They will pay massive premiums... This will mostly be passed on to the customer... We saw an enormous gp margin spike after the Ukraine energy crisis was under control.", "tweet_type": "analysis", "timeline": "months", "summary": "SK Hynix and Samsung can pass helium cost increases to customers preserving margins; MU flagged as more exposed to helium supply shock.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "HBM suppliers need Helium, they use it for thermal management and to create a clean environment. \n\nCompanies like $MU, SK Hynix, and Samsung are all affected by the closing of the Strait. \n\nSK Hynix and Samsung reportedly hold between four and six months of helium stockpiles. \n\nSouth Korean government officials have confirmed this buffer should allow them to ride out the immediate shock until at least June 2026 without throttling wafer starts.\n\nUntil June, it should not affect the production or margins of SK Hynix. \n\nThey are not just waiting on a solution, at the moment SK and Samsung are actively looking at other Helium suppliers. \n\nMost of these comes from the US. They will pay massive premiums if the Strait don’t open soon. This will have an effect on the profit margins of SK and Samsung. \n\nThis will mostly be passed on to the customer. Most long-term contracts got energy clauses. So even though they are already sold out until 2026, they will be able to protect the margins due to the clauses. \n\nWe saw the same thing during the Ukraine energy crisis. Most companies were able to keep gp margins high. \n\nOn the long-term we even saw a positive trend. While prices need to go up to protect gp margins now. Prices won’t come down when energy prices drop. We saw an enormous gp margin spike after the Ukraine energy crisis was under control. Certainly for companies who control a critical bottleneck in the supply chain.", "reply_text": null, "parent_text": null, "quoted_text": "All this helium will evaporate creating AI bottlenecks in memory $MU\n\n200 helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 liters cooled to -269°C. The containers have no backup refrigeration. No compressor, no cooling loop. Insulation is all", "parent_author": null, "ret_m1d": -0.011286664037370775, "ret_signed_m1d": -0.011286664037370775, "alpha_spy_m1d": -0.006582056902712408, "alpha_c_m1d": -0.0020437639904899996, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033860062665668655, "ret_signed_p1d": 0.033860062665668655, "alpha_spy_p1d": 0.033420062101041426, "alpha_c_p1d": 0.023960616225450204, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.17381489427902386, "ret_signed_p1w": 0.17381489427902386, "alpha_spy_p1w": 0.1325814179811058, "alpha_c_p1w": 0.05421293448919573, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6331828896337777, "ret_signed_p1m": 0.6331828896337777, "alpha_spy_p1m": 0.534780914478858, "alpha_c_p1m": 0.31319201145924014, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6331828896337777, "alpha_spy_stated": 0.534780914478858, "alpha_c_stated": 0.31319201145924014, "price_path": [-0.1641, -0.1483, -0.1618, -0.1562, -0.1686, -0.1641, -0.1562, -0.1483, -0.1393, -0.1629, -0.1663, -0.1494, -0.1359, -0.1708, -0.0987, -0.0525, -0.03, 0.0241, -0.0649, 0.0218, 0.0139, -0.0514, -0.0548, -0.0007, -0.0131, -0.0311, 0.0004, -0.0086, -0.0086, -0.0086, -0.0086, 0.0072, 0.0691, 0.0714, 0.1322, 0.1469, 0.2404, 0.1975, 0.1975, 0.0598, -0.0418, 0.0621, 0.0429, -0.0564, 0.0587, 0.0779, 0.0497, 0.0271, 0.0993, 0.0948, 0.1919, 0.1433, 0.1366, 0.053, 0.1129, 0.123, 0.053, 0.053, -0.0147, -0.0892, 0.0124, -0.0632, -0.0113, 0.0, 0.0339, 0.1659, 0.1264, 0.1591, 0.1738, 0.2449, 0.2822, 0.3036, 0.2731, 0.316, 0.3815, 0.3804, 0.3826, 0.3792, 0.4582, 0.4673, 0.4594, 0.4515, 0.4515, 0.6332, 0.6332, 0.807, 0.8668, 0.9029, 1.1219, 1.0711, 1.2302, 1.2235, 1.053, 1.0767, 0.9695, 0.9695, 1.1896, 1.1907, 1.1907, 1.316, 1.5316, 1.584, 1.6336, 1.6675, 1.6641, 1.6641, 1.5941, 1.3367, 1.1572, 1.5004, 1.3119, 1.3717, 1.427, 1.5828, 1.6889, 1.8458, 2.031, 2.1202, 2.2951, 1.8842, 1.9587, 2.2929, 2.0174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040383400104579537", "ticker_idx": 1, "ts": "2026-04-04T10:58:05+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We saw an enormous gp margin spike after the Ukraine energy crisis was under control. Certainly for companies who control a critical bottleneck in the supply chain.", "tweet_type": "analysis", "timeline": "months", "summary": "SK Hynix and Samsung can pass helium cost increases to customers preserving margins; MU flagged as more exposed to helium supply shock.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "HBM suppliers need Helium, they use it for thermal management and to create a clean environment. \n\nCompanies like $MU, SK Hynix, and Samsung are all affected by the closing of the Strait. \n\nSK Hynix and Samsung reportedly hold between four and six months of helium stockpiles. \n\nSouth Korean government officials have confirmed this buffer should allow them to ride out the immediate shock until at least June 2026 without throttling wafer starts.\n\nUntil June, it should not affect the production or margins of SK Hynix. \n\nThey are not just waiting on a solution, at the moment SK and Samsung are actively looking at other Helium suppliers. \n\nMost of these comes from the US. They will pay massive premiums if the Strait don’t open soon. This will have an effect on the profit margins of SK and Samsung. \n\nThis will mostly be passed on to the customer. Most long-term contracts got energy clauses. So even though they are already sold out until 2026, they will be able to protect the margins due to the clauses. \n\nWe saw the same thing during the Ukraine energy crisis. Most companies were able to keep gp margins high. \n\nOn the long-term we even saw a positive trend. While prices need to go up to protect gp margins now. Prices won’t come down when energy prices drop. We saw an enormous gp margin spike after the Ukraine energy crisis was under control. Certainly for companies who control a critical bottleneck in the supply chain.", "reply_text": null, "parent_text": null, "quoted_text": "All this helium will evaporate creating AI bottlenecks in memory $MU\n\n200 helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 liters cooled to -269°C. The containers have no backup refrigeration. No compressor, no cooling loop. Insulation is all", "parent_author": null, "ret_m1d": -0.03573278094251686, "ret_signed_m1d": -0.03573278094251686, "alpha_spy_m1d": -0.031028173807858495, "alpha_c_m1d": -0.029957169656536164, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017607457276022753, "ret_signed_p1d": 0.017607457276022753, "alpha_spy_p1d": 0.017167456711395523, "alpha_c_p1d": 0.012855374868321778, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.04091144484722942, "ret_signed_p1w": 0.04091144484722942, "alpha_spy_p1w": -0.00032203145068865346, "alpha_c_p1w": -0.023644813388525865, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.20403935784567584, "ret_signed_p1m": 0.20403935784567584, "alpha_spy_p1m": 0.10563738269075618, "alpha_c_p1m": -0.006883317027092328, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20403935784567584, "alpha_spy_stated": 0.10563738269075618, "alpha_c_stated": -0.006883317027092328, "price_path": [-0.2713, -0.2827, -0.2817, -0.2827, -0.2889, -0.2749, -0.2563, -0.2305, -0.2284, -0.2496, -0.2274, -0.2129, -0.214, -0.214, -0.1757, -0.1607, -0.1695, -0.1705, -0.2227, -0.1344, -0.1261, -0.1767, -0.1804, -0.1401, -0.1432, -0.1328, -0.077, -0.0636, -0.0636, -0.0636, -0.0636, -0.0181, -0.0176, -0.0026, 0.0336, 0.0517, 0.1266, 0.1189, 0.1189, 0.0083, -0.1101, -0.0098, -0.0274, -0.1034, -0.0289, -0.0181, -0.0289, -0.0517, -0.0248, 0.0021, 0.0775, 0.0362, 0.0305, -0.0372, -0.0196, -0.0233, -0.0692, -0.0692, -0.087, -0.1341, -0.0179, -0.0761, -0.0357, 0.0, 0.0176, 0.0901, 0.0564, 0.0668, 0.0409, 0.0694, 0.0927, 0.1264, 0.1186, 0.1108, 0.1341, 0.1264, 0.1626, 0.1367, 0.1626, 0.1497, 0.1704, 0.1419, 0.1419, 0.204, 0.204, 0.3775, 0.406, 0.3905, 0.4785, 0.4448, 0.4707, 0.5329, 0.4008, 0.4552, 0.4267, 0.4293, 0.551, 0.5148, 0.5148, 0.5484, 0.5898, 0.551, 0.6416, 0.8074, 0.8669, 0.8669, 0.8203, 0.7038, 0.5303, 0.6675, 0.5665, 0.5484, 0.6701, 0.7452, 0.7763, 0.7944, 0.8773, 0.8332, 0.8307, 0.6054, 0.7633, 0.8566, 0.7582, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040383400104579537", "ticker_idx": 2, "ts": "2026-04-04T10:58:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All this helium will evaporate creating AI bottlenecks in memory $MU", "tweet_type": "analysis", "timeline": "months", "summary": "SK Hynix and Samsung can pass helium cost increases to customers preserving margins; MU flagged as more exposed to helium supply shock.", "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": "HBM suppliers need Helium, they use it for thermal management and to create a clean environment. \n\nCompanies like $MU, SK Hynix, and Samsung are all affected by the closing of the Strait. \n\nSK Hynix and Samsung reportedly hold between four and six months of helium stockpiles. \n\nSouth Korean government officials have confirmed this buffer should allow them to ride out the immediate shock until at least June 2026 without throttling wafer starts.\n\nUntil June, it should not affect the production or margins of SK Hynix. \n\nThey are not just waiting on a solution, at the moment SK and Samsung are actively looking at other Helium suppliers. \n\nMost of these comes from the US. They will pay massive premiums if the Strait don’t open soon. This will have an effect on the profit margins of SK and Samsung. \n\nThis will mostly be passed on to the customer. Most long-term contracts got energy clauses. So even though they are already sold out until 2026, they will be able to protect the margins due to the clauses. \n\nWe saw the same thing during the Ukraine energy crisis. Most companies were able to keep gp margins high. \n\nOn the long-term we even saw a positive trend. While prices need to go up to protect gp margins now. Prices won’t come down when energy prices drop. We saw an enormous gp margin spike after the Ukraine energy crisis was under control. Certainly for companies who control a critical bottleneck in the supply chain.", "reply_text": null, "parent_text": null, "quoted_text": "All this helium will evaporate creating AI bottlenecks in memory $MU\n\n200 helium containers are stranded in the Persian Gulf right now. Each one holds 41,000 liters cooled to -269°C. The containers have no backup refrigeration. No compressor, no cooling loop. 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{"unit_id": "quote:2038953396942623179", "ticker_idx": 0, "ts": "2026-03-31T12:15:46+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL up almost 11% in pre-earnings after they announced a strategic partnership with $NVDA. This includes a direct $2 billion investment from the chip giant.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish MRVL on NVIDIA strategic partnership including $2B investment, custom XPU/networking integration, and telecom AI push.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MRVL up almost 11% in pre-earnings after they announced a strategic partnership with $NVDA. This includes a direct $2 billion investment from the chip giant. \n\nQuick breakdown\n\nAI Factory Integration: The partnership connects Marvell directly to NVIDIA’s AI factory and AI-RAN ecosystem through the NVIDIA NVLink Fusion rack-scale platform.\n\nCustom Silicon & Networking: Under the agreement, Marvell will supply custom XPUs and scale-up networking that is fully compatible with NVIDIA's NVLink ecosystem.\n\nNVIDIA's Hardware Contribution: NVIDIA will supply its supporting tech stack—including Vera CPUs, ConnectX NICs, Bluefield DPUs, and Spectrum-X switches—allowing customers to build out semi-custom, heterogeneous AI infrastructure.\n\nTelecommunications Push: The two companies are also collaborating on silicon photonics with the goal of transforming traditional telecom networks into AI infrastructure for 5G and 6G.", "reply_text": null, "parent_text": null, "quoted_text": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. \n\nHere is my investment thesis\n\nWith AI models now having trillions of parameters, the limiting factor in compute performance is no longer the GPU itself, but the network required to synchronize https://t.co/QwPreencwU", "parent_author": null, "ret_m1d": -0.11347802813553998, "ret_signed_m1d": -0.11347802813553998, "alpha_spy_m1d": -0.0852312363045753, "alpha_c_m1d": -0.05904402852827273, "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": 0.0773346652090221, "ret_signed_p1d": 0.0773346652090221, "alpha_spy_p1d": 0.06980017379871861, "alpha_c_p1d": 0.05498201142537962, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.10429073689295154, "ret_signed_p1w": 0.10429073689295154, "alpha_spy_p1w": 0.09063644128250914, "alpha_c_p1w": 0.0612547424676233, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.581508156556942, "ret_signed_p1m": 0.581508156556942, "alpha_spy_p1m": 0.48734202175056507, "alpha_c_p1m": 0.2784826100642388, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 1.6946343093417435, "ret_signed_p3m": 1.6946343093417435, "alpha_spy_p3m": 1.570809800560944, "alpha_c_p3m": 1.0994074050953824, "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": 0.581508156556942, "alpha_spy_stated": 0.48734202175056507, "alpha_c_stated": 0.2784826100642388, "price_path": [-0.1427, -0.0982, -0.0897, -0.1099, -0.1461, -0.1581, -0.1598, -0.1631, -0.1615, -0.1801, -0.1885, -0.1877, -0.1877, -0.1943, -0.1666, -0.161, -0.19, -0.1745, -0.1627, -0.1558, -0.1788, -0.2032, -0.2059, -0.2374, -0.2556, -0.2508, -0.1895, -0.1686, -0.172, -0.1788, -0.2102, -0.2064, -0.2064, -0.2023, -0.2015, -0.1963, -0.1976, -0.2146, -0.2086, -0.183, -0.1995, -0.1753, -0.1836, -0.2175, -0.2116, -0.2359, -0.0957, -0.0646, -0.0581, -0.0869, -0.1149, -0.113, -0.0754, -0.0834, -0.1154, -0.0961, -0.1125, -0.0898, -0.0675, -0.0061, -0.0138, -0.0421, -0.1135, 0.0, 0.0773, 0.0814, 0.0814, 0.1056, 0.1043, 0.1555, 0.2108, 0.2979, 0.3263, 0.3518, 0.3596, 0.3472, 0.411, 0.4933, 0.5284, 0.5891, 0.6723, 0.6597, 0.5981, 0.5478, 0.5815, 0.6682, 0.6662, 0.6531, 0.7045, 0.7389, 0.6163, 0.7185, 0.7256, 0.6616, 0.7975, 0.8442, 0.7868, 0.7064, 0.7805, 0.8869, 0.9262, 0.9831, 0.9831, 1.1036, 1.0071, 1.069, 1.0707, 1.2165, 1.9373, 2.047, 2.1962, 1.6613, 1.9177, 1.6957, 1.5514, 1.8354, 1.8252, 2.12, 1.8148, 1.9246, 2.1372, 2.1372, 2.1097, 1.8186, 1.7949, 1.841, 1.6946, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043815162046484919", "ticker_idx": 0, "ts": "2026-04-13T22:14:41+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Been buying the stock below $20. Q3 will be big for $OUST, as previously explained due to SAFE LiDAR act.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long OUST below $20; expects Q3 catalyst from SAFE LiDAR act, founder-led co with sector tailwinds.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "Big update on $OUST. \n\nBeen buying the stock below $20. Q3 will be big for $OUST, as previously explained due to SAFE LiDAR act. \n\nLike mon says, one of the safer investments. Great founder led company with robust sectory tailwinds.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST which acquired Stereolabs in February 2026, has launched the ZED X Nano, a tiny camera designed to attach to robot arms. \n\n&gt; It's 40% smaller in height than comparable solutions and mounts directly onto robotic wrists, capturing high-resolution images. \n\n&gt; This big upgrade https://t.co/IX2E4nqFfT", "parent_author": null, "ret_m1d": -0.06575580318149332, "ret_signed_m1d": -0.06575580318149332, "alpha_spy_m1d": -0.05371760987887342, "alpha_c_m1d": -0.05000617718050959, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.01574962600098373, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04355253861831243, "ret_signed_p1d": 0.04355253861831243, "alpha_spy_p1d": 0.03566156939126852, "alpha_c_p1d": 0.02760010069822516, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.01595243792008727, "ret_p1w": 0.17890693938548674, "ret_signed_p1w": 0.17890693938548674, "alpha_spy_p1w": 0.1650544567080292, "alpha_c_p1w": 0.13328035020591567, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.045626589179571075, "ret_p1m": 0.45900931074430984, "ret_signed_p1m": 0.45900931074430984, "alpha_spy_p1m": 0.3901069355496196, "alpha_c_p1m": 0.2635921785688702, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.19541713217543966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1699, 0.1255, 0.1255, 0.0461, 0.0798, 0.1631, 0.0606, 0.032, 0.0423, 0.0196, 0.0026, -0.1106, -0.1319, -0.1345, -0.181, -0.2613, -0.1708, -0.1008, -0.1435, -0.1934, -0.2242, -0.1985, -0.1985, -0.2058, -0.2062, -0.1853, -0.205, -0.2289, -0.2037, -0.1546, -0.1618, -0.1909, -0.1354, -0.0726, -0.0444, -0.0956, -0.1345, -0.1225, -0.0448, 0.0568, -0.0367, -0.0833, -0.0905, -0.0867, -0.1144, -0.1008, -0.1439, -0.0956, -0.1217, -0.1366, -0.1755, -0.2459, -0.2899, -0.2156, -0.205, -0.1678, -0.1678, -0.1755, -0.1746, -0.1349, -0.1447, -0.1166, -0.0658, 0.0, 0.0436, 0.032, 0.0359, 0.1588, 0.1789, 0.1853, 0.1277, 0.205, 0.1494, 0.1157, 0.0905, 0.1512, 0.1294, 0.202, 0.2212, 0.2551, 0.0465, 0.076, 0.1443, 0.1571, 0.459, 0.4885, 0.4885, 0.3126, 0.269, 0.3181, 0.4983, 0.5811, 0.5811, 0.8232, 0.8886, 0.8074, 0.9663, 0.9184, 0.9654, 0.877, 1.0107, 0.6943, 0.7455, 0.6447, 0.6392, 0.6913, 0.6994, 0.9291, 0.8245, 0.7387, 0.9885, 0.9885, 1.0359, 0.9283, 0.7383, 0.7857, 0.7942, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046956581795860889", "ticker_idx": 0, "ts": "2026-04-22T14:17:34+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I added more $POET at $4.9, making my average cost now at $5.8. This makes $POET one of my fastest doublers. I believe this is just the beginning with the CFO confirming the purchase orders are far in excess of $5 million.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to POET position at $4.9 (avg $5.8); believes stock is just beginning its run backed by CFO confirming purchase orders well above $5M.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I added more $POET at $4.9, making my average cost now at $5.8. \n\nThis makes $POET one of my fastest doublers. \n\nI believe this is just the beginning with the CFO confirming the purchase orders are far in excess of $5 million. https://t.co/F3fvL6UOAO", "reply_text": null, "parent_text": null, "quoted_text": "Last Monday, I took a position in $POET at $6.52.\n\nHere is my business case\n\nAs artificial intelligence models continue to grow in complexity, the conventional copper cables used to transport data within a hyperscale data center are no longer sufficient, having reached their https://t.co/ruVTSQv9ZV", "parent_author": null, "ret_m1d": -0.19733753856144998, "ret_signed_m1d": -0.19733753856144998, "alpha_spy_m1d": -0.18731234867797975, "alpha_c_m1d": -0.1718148507002245, "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": -0.08222397440060414, "ret_signed_p1d": -0.08222397440060414, "alpha_spy_p1d": -0.07834323353220574, "alpha_c_p1d": -0.09275187674025531, "bench_spy_p1d": -0.0038807408683984024, "bench_c_p1d": 0.010527902339651174, "ret_p1w": -0.48316369083448063, "ret_signed_p1w": -0.48316369083448063, "alpha_spy_p1w": -0.48368388769707227, "alpha_c_p1w": -0.5308746164068013, "bench_spy_p1w": 0.0005201968625916376, "bench_c_p1w": 0.047710925572320706, "ret_p1m": 0.16053243254304084, "ret_signed_p1m": 0.16053243254304084, "alpha_spy_p1m": 0.11622776650796385, "alpha_c_p1m": -0.030416167323901178, "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": 0.16053243254304084, "alpha_spy_stated": 0.11622776650796385, "alpha_c_stated": -0.030416167323901178, "price_path": [-0.4589, -0.4941, -0.4683, -0.5129, -0.5341, -0.5458, -0.5427, -0.527, -0.5607, -0.5944, -0.5403, -0.5137, -0.5427, -0.5435, -0.5576, -0.563, -0.563, -0.5677, -0.563, -0.5638, -0.5544, -0.5677, -0.5215, -0.502, -0.5114, -0.5301, -0.4589, -0.4487, -0.4644, -0.48, -0.5082, -0.4761, -0.4518, -0.4174, -0.4174, -0.4652, -0.4589, -0.4855, -0.5161, -0.5121, -0.5356, -0.5255, -0.5505, -0.5223, -0.5701, -0.5936, -0.6022, -0.5348, -0.5615, -0.5215, -0.5215, -0.5239, -0.5333, -0.5129, -0.5239, -0.4487, -0.4283, -0.4745, -0.4542, -0.4252, -0.4315, -0.3273, -0.1973, 0.0, -0.0822, 0.1825, -0.3774, -0.3712, -0.4832, -0.4424, -0.4276, -0.4432, -0.2788, -0.2388, -0.2498, -0.1425, 0.0885, 0.0752, 0.1253, 0.6108, 0.2506, 0.1128, 0.0235, 0.1574, 0.1605, 0.1425, 0.1425, 0.0454, 0.0399, 0.0384, -0.0376, 0.0877, 0.0822, 0.2044, 0.2122, -0.0713, -0.0384, -0.1566, -0.1402, -0.119, -0.0188, 0.0908, -0.0094, -0.0642, -0.0486, -0.0486, -0.0532, -0.1597, -0.1652, -0.2067, -0.2608, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2047369506691940722", "ticker_idx": 0, "ts": "2026-04-23T17:38:23+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the valuation of these memory stocks are still very low. Still good investments imo", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Memory stocks, inc. MU, still undervalued and good investments.", "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": "@JonahLupton Yes, the valuation of these memory stocks are still very low. Still good investments imo.", "reply_text": null, "parent_text": "@Kaizen_Investor $MU numbers were also pretty wild.", "quoted_text": null, "parent_author": "JonahLupton", "ret_m1d": 0.011957173775281937, "ret_signed_m1d": 0.011957173775281937, "alpha_spy_m1d": 0.00806131408496591, "alpha_c_m1d": 0.022375394108709812, "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": 0.03113842058039773, "ret_signed_p1d": 0.03113842058039773, "alpha_spy_p1d": 0.023389111343166125, "alpha_c_p1d": -0.019894050160316423, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.07356965007477667, "ret_signed_p1w": 0.07356965007477667, "alpha_spy_p1w": 0.05915797507191112, "alpha_c_p1w": 0.021956088173431088, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5589969237252503, "ret_signed_p1m": 0.5589969237252503, "alpha_spy_p1m": 0.5065020628240426, "alpha_c_p1m": 0.362940059505956, "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": 0.5589969237252503, "alpha_spy_stated": 0.5065020628240426, "alpha_c_stated": 0.362940059505956, "price_path": [-0.1926, -0.1487, -0.0968, -0.0957, -0.1391, -0.0916, -0.1297, -0.2127, -0.2055, -0.181, -0.2042, -0.2255, -0.1485, -0.141, -0.1458, -0.1458, -0.1704, -0.1265, -0.134, -0.1115, -0.1265, -0.1326, -0.1098, -0.1377, -0.1443, -0.1437, -0.2122, -0.1684, -0.1761, -0.2316, -0.1922, -0.1635, -0.1312, -0.1589, -0.1158, -0.0833, -0.042, -0.0419, -0.0781, -0.1225, -0.161, -0.1793, -0.2072, -0.2624, -0.2588, -0.332, -0.2987, -0.2364, -0.2397, -0.2397, -0.2158, -0.2162, -0.1557, -0.125, -0.1269, -0.1145, -0.0333, -0.0529, -0.0508, -0.0553, -0.0691, -0.0671, 0.012, 0.0, 0.0311, 0.0889, 0.0469, 0.0763, 0.0736, 0.1256, 0.1966, 0.329, 0.3838, 0.3423, 0.5503, 0.651, 0.5913, 0.6683, 0.6109, 0.5043, 0.4148, 0.4505, 0.5195, 0.582, 0.559, 0.559, 0.8598, 0.9273, 0.9171, 1.0157, 1.1496, 1.209, 1.2411, 1.0676, 0.7936, 0.9706, 0.9428, 0.8514, 1.0673, 1.0377, 1.2586, 1.119, 1.1656, 1.354, 1.354, 1.5147, 1.1834, 1.1766, 1.5192, 1.3506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038339713023492423", "ticker_idx": 0, "ts": "2026-03-29T19:37:12+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Probably $HIMS and $OUST", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Looking to add to HIMS and OUST positions.", "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": "@Marsh1L Don’t know yet. Probably $HIMS and $OUST", "reply_text": null, "parent_text": "@Kaizen_Investor What are you looking to add to then?", "quoted_text": null, "parent_author": "Marsh1L", "ret_m1d": 0.03194879937079831, "ret_signed_m1d": 0.03194879937079831, "alpha_spy_m1d": 0.028594192923408368, "alpha_c_m1d": 0.028594192923408368, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10543128167424975, "ret_signed_p1d": 0.10543128167424975, "alpha_spy_p1d": 0.07636341588949258, "alpha_c_p1d": 0.07636341588949258, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.08253456764582312, "ret_signed_p1w": 0.08253456764582312, "alpha_spy_p1w": 0.03987427613541272, "alpha_c_p1w": 0.03987427613541272, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.48615542209532303, "ret_signed_p1m": 0.48615542209532303, "alpha_spy_p1m": 0.3600102130000742, "alpha_c_p1m": 0.3600102130000742, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": 0.7417464264382481, "ret_signed_p3m": 0.7417464264382481, "alpha_spy_p3m": 0.5768307975257911, "alpha_c_p3m": 0.5768307975257911, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.48615542209532303, "alpha_spy_stated": 0.3600102130000742, "alpha_c_stated": 0.3600102130000742, "price_path": [0.729, 0.729, 0.779, 0.8482, 0.8882, 0.8882, 0.8035, 0.6874, 0.722, 0.7146, 0.6677, 0.6629, 0.6709, 0.6709, 0.6225, 0.5383, 0.6251, 0.5772, 0.6124, 0.5804, 0.5266, 0.5905, 0.4425, 0.4079, 0.36, 0.2993, 0.2503, 0.2258, 0.0293, -0.082, -0.1113, -0.1587, -0.1321, -0.1321, -0.1337, -0.1565, -0.1576, -0.1677, -0.1741, -0.1768, -0.1576, -0.1693, -0.2268, -0.1225, -0.1576, -0.1241, -0.1544, -0.1619, 0.18, 0.2497, 0.3781, 0.2694, 0.319, 0.3248, 0.3301, 0.2327, 0.2865, 0.1725, 0.196, 0.1363, 0.1097, 0.1108, 0.0319, 0.0, 0.1054, 0.0564, 0.0192, 0.0192, 0.0825, 0.0383, 0.0325, 0.0517, 0.0346, 0.1262, 0.1374, 0.2934, 0.4372, 0.5346, 0.6512, 0.5847, 0.5447, 0.4989, 0.6273, 0.565, 0.4862, 0.402, 0.4468, 0.4595, 0.4521, 0.402, 0.4313, 0.3658, 0.5053, 0.5517, 0.3328, 0.2854, 0.2907, 0.3339, 0.1869, 0.1949, 0.2268, 0.2785, 0.2646, 0.2646, 0.27, 0.3419, 0.3514, 0.3924, 0.4782, 0.4649, 0.4649, 0.4915, 0.3946, 0.4468, 0.5431, 0.4792, 0.5373, 0.4281, 0.6065, 0.6757, 0.6981, 0.8887, 0.8887, 0.7859, 0.7551, 0.7412, 0.7417, 0.8072, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2038339713023492423", "ticker_idx": 1, "ts": "2026-03-29T19:37:12+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Probably $HIMS and $OUST", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Looking to add to HIMS and OUST positions.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Marsh1L Don’t know yet. Probably $HIMS and $OUST", "reply_text": null, "parent_text": "@Kaizen_Investor What are you looking to add to then?", "quoted_text": null, "parent_author": "Marsh1L", "ret_m1d": 0.061936304186682056, "ret_signed_m1d": 0.061936304186682056, "alpha_spy_m1d": 0.058581697739292116, "alpha_c_m1d": 0.04295588047265797, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.018980423714024086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10463029262032664, "ret_signed_p1d": 0.10463029262032664, "alpha_spy_p1d": 0.07556242683556946, "alpha_c_p1d": 0.06227740233189305, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.04235289028843359, "ret_p1w": 0.1611545664715619, "ret_signed_p1w": 0.1611545664715619, "alpha_spy_p1w": 0.1184942749611515, "alpha_c_p1w": 0.08837028472612518, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.07278428174543672, "ret_p1m": 0.5712567937112316, "ret_signed_p1m": 0.5712567937112316, "alpha_spy_p1m": 0.44511158461598277, "alpha_c_p1m": 0.33321748848926513, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.23803930522196648, "ret_p3m": 1.5147325198599964, "ret_signed_p3m": 1.5147325198599964, "alpha_spy_p3m": 1.3498168909475394, "alpha_c_p3m": 1.065398515457709, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.4493340044022873, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5712567937112316, "alpha_spy_stated": 0.44511158461598277, "alpha_c_stated": 0.33321748848926513, "price_path": [0.3013, 0.3013, 0.4053, 0.4913, 0.5454, 0.5454, 0.6645, 0.6759, 0.6428, 0.6302, 0.6687, 0.6476, 0.5851, 0.5851, 0.4732, 0.5207, 0.638, 0.4937, 0.4534, 0.4678, 0.436, 0.4119, 0.2526, 0.2225, 0.2189, 0.1533, 0.0403, 0.1678, 0.2664, 0.2063, 0.1359, 0.0926, 0.1287, 0.1287, 0.1185, 0.1179, 0.1473, 0.1197, 0.086, 0.1215, 0.1906, 0.1804, 0.1395, 0.2177, 0.3061, 0.3458, 0.2736, 0.2189, 0.2357, 0.3452, 0.4883, 0.3566, 0.291, 0.2808, 0.2862, 0.2471, 0.2664, 0.2057, 0.2736, 0.2369, 0.2159, 0.1612, 0.0619, 0.0, 0.1046, 0.1197, 0.172, 0.172, 0.1612, 0.1624, 0.2183, 0.2044, 0.2441, 0.3157, 0.4083, 0.4696, 0.4534, 0.4588, 0.632, 0.6603, 0.6693, 0.5881, 0.6969, 0.6188, 0.5713, 0.5358, 0.6212, 0.5905, 0.6927, 0.7198, 0.7676, 0.4738, 0.5153, 0.6115, 0.6296, 1.0547, 1.0962, 1.0962, 0.8485, 0.7871, 0.8563, 1.11, 1.2267, 1.2267, 1.5676, 1.6597, 1.5454, 1.7691, 1.7017, 1.7679, 1.6434, 1.8316, 1.386, 1.4582, 1.3163, 1.3085, 1.3818, 1.3933, 1.7168, 1.5695, 1.4486, 1.8004, 1.8004, 1.8671, 1.7156, 1.448, 1.5147, 1.5268, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065391768963563610", "ticker_idx": 0, "ts": "2026-06-12T11:12:25+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They will also have a monopoly on this product for the next decade, I don't see any competitor who is close to this kind of solution.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL: Agentic Geospatial AI + LLM integration gives Planet Labs a decade-long monopoly, with commercial revenue set to surpass D&I revenue in a few years across multiple high-growth verticals.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "During the latest earngins call $PL CEO Will Marshall explained that he expects the commercial revenue to be larger than the defense and intelligence revenue in a couple of years. \n\nAt this moment the D&I revenue is 61% of the total revenue of Planet Labs, so what are the solutions Planet provides for the commercial sector? Here are some examples. \n\n1. Agentic Geospatial AI & LLM Integration\nThis will probably the biggest factor in the revenue growth of Planet in the next 5 years. The usability of the billions of images that Planet has is limited for none experts. It takes hours to find an answer on what you really need. \n\nThe AI & LLM Integration will completely change this. Take us investors for example, if you are interested in predicting the copper price you can ask: \"Show me the stockpile volume changes at global copper mines over the last 90 days\". Are you interested in the development of new datacenters of Nebius or IREN for example: \"Generate an automated time-series report on datacenter construction in the US\". It has endless possibilities for investors but as well for companies. \n\nAt this moment Planet is using with Google who have expertise with Gemini as with Anthropic to implement LLM's into their portal. It's early days, but the scalability of this product will be endless. They will also have a monopoly on this product for the next decade, I don't see any competitor who is close to this kind of solution. \n\n2. Energy Transition & Climate risk monitoring\nThe new Tenager satellite mission is specifically designed for enhanced atmospheric gas detection. Planet can offer precise verfiacation of methane leaks and CO2 emissions for energy companies, regulatory compliance bodies, and carbon credit markets. \n\nFurthermore, using generative AI tools like Planet SuperRes for high-fidelity fire fuel monitoring offers immense value to the insurance industry for pricing localized climate risks.\n\n3. Supply Chain & Maritime Logistics\nExpanding their Maritime Domain Awareness products. By combining near-daily optical monitoring with AI-enabled vessel detection, Planet can illuminate dark fleets and monitor port congestion in real-time. This provides critical, asymmetric intelligence for shipping conglomerates, commodity traders, and maritime insurance firms looking to optimize routing and mitigate risk.\n\n4. Advanced Precision Agriculture & Sustainability\nMoving beyond basic crop monitoring toward predictive yield analytics and sustainability tracking. By utilizing their high-frequency time-series data, Planet can help global agribusinesses reward farmers for sustainable practices, monitor biodiversity, and track net-zero emission targets across massive agricultural supply chains.\n\nPlanet acts as a foundational data supplier for John Deere’s precision agriculture ecosystem. John Deere leverages Planet’s high-frequency, global satellite imagery to power its next-generation agricultural technologies.\n\nInstead of farmers manually scouting massive fields, Planet's data feeds into John Deere's systems (like the John Deere Operations Center) to provide near real-time insights on crop health, moisture levels, and biomass.\n\nThis allows the heavy machinery, such as tractors and sprayers, to apply precise amounts of water, fertilizer, or pesticides only exactly where they are needed, rather than blanket-spraying an entire field.\n\nLet me know if you have more questions regarding the solutions Planet can provide.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/hGMVrEtXF5", "parent_author": null, "ret_m1d": 0.09695019542210614, "ret_signed_m1d": 0.09695019542210614, "alpha_spy_m1d": 0.1023293515139897, "alpha_c_m1d": 0.10279654014346995, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005846344721363805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018298545804319777, "ret_signed_p1d": -0.018298545804319777, "alpha_spy_p1d": -0.0359325156980731, "alpha_c_p1d": -0.03248850143384774, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": -0.09373997149447533, "ret_signed_p1w": -0.09373997149447533, "alpha_spy_p1w": -0.1030608501504684, "alpha_c_p1w": -0.12058755820703615, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.026847586712560823, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1307, -0.2035, -0.1345, 0.086, 0.0857, 0.0218, 0.1355, 0.0401, -0.0093, -0.1047, -0.1027, -0.0141, 0.1518, 0.1518, 0.1242, 0.1291, 0.1734, 0.0989, 0.113, 0.1018, 0.0892, 0.1047, 0.2806, 0.2353, 0.2039, 0.2209, 0.2671, 0.2292, 0.1377, 0.138, 0.1246, 0.0941, 0.1868, 0.1846, 0.2372, 0.192, 0.2742, 0.1313, 0.2533, 0.3432, 0.3059, 0.3079, 0.3817, 0.3361, 0.3358, 0.3352, 0.3695, 0.3637, 0.4238, 0.4238, 0.5512, 0.6205, 0.6501, 0.6417, 0.4915, 0.5438, 0.3846, 0.3974, 0.0343, 0.051, 0.0006, -0.0138, 0.097, 0.0, -0.0183, -0.0944, -0.0941, -0.0937, -0.0937, -0.0764, -0.0841, -0.1557, -0.149, -0.131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041513605107986847", "ticker_idx": 0, "ts": "2026-04-07T13:49:07+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL successfully brings AI to space. It's only the beginning.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL; AI-on-satellite milestone seen as early-stage catalyst with more upside ahead.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL successfully brings AI to space. It’s only the beginning.", "reply_text": null, "parent_text": null, "quoted_text": "$PL: Using NVIDIA Jetson, Planet achieves AI-powered object detection on its Pelican satellite\n\nFollowing the announcement of a strategic initiative with NVIDIA, Planet Labs announced a landmark technical achievement: the successful deployment and execution of AI-driven object https://t.co/aR3Q5B4jfz", "parent_author": null, "ret_m1d": -0.004264933721665254, "ret_signed_m1d": -0.004264933721665254, "alpha_spy_m1d": -0.0038251266723881017, "alpha_c_m1d": -0.006273717658768274, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": 0.0020087839371030203, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03923801933358528, "ret_signed_p1d": 0.03923801933358528, "alpha_spy_p1d": 0.013768382821394365, "alpha_c_p1d": 0.0017410605825582959, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.03749695875102699, "ret_p1w": -0.03525726267635787, "ret_signed_p1w": -0.03525726267635787, "alpha_spy_p1w": -0.08871451924204221, "alpha_c_p1w": -0.09046790798353266, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.05521064530717479, "ret_p1m": 0.1285186435339305, "ret_signed_p1m": 0.1285186435339305, "alpha_spy_p1m": 0.015339339825163334, "alpha_c_p1m": 0.051881217861217355, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.07663742567271314, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1285186435339305, "alpha_spy_stated": 0.015339339825163334, "alpha_c_stated": 0.051881217861217355, "price_path": [-0.362, -0.3543, -0.2767, -0.2801, -0.24, -0.1959, -0.1817, -0.1817, -0.2039, -0.2499, -0.259, -0.234, -0.2644, -0.2019, -0.2073, -0.2508, -0.29, -0.3503, -0.319, -0.381, -0.4191, -0.3671, -0.317, -0.352, -0.3844, -0.3944, -0.3625, -0.3625, -0.3685, -0.325, -0.286, -0.3204, -0.3239, -0.2974, -0.2997, -0.2721, -0.3136, -0.2505, -0.2806, -0.2607, -0.3008, -0.2812, -0.2659, -0.2778, -0.2767, -0.29, -0.2951, -0.3005, -0.23, -0.2946, -0.2334, -0.0381, -0.0384, -0.095, 0.0057, -0.0788, -0.1225, -0.207, -0.2053, -0.1268, 0.0202, 0.0202, -0.0043, 0.0, 0.0392, -0.0267, -0.0142, -0.0242, -0.0353, -0.0216, 0.1342, 0.0941, 0.0662, 0.0813, 0.1223, 0.0887, 0.0077, 0.008, -0.004, -0.031, 0.0512, 0.0492, 0.0958, 0.0557, 0.1285, 0.002, 0.11, 0.1897, 0.1567, 0.1584, 0.2238, 0.1834, 0.1831, 0.1825, 0.213, 0.2078, 0.261, 0.261, 0.3739, 0.4353, 0.4615, 0.4541, 0.321, 0.3674, 0.2263, 0.2377, -0.0839, -0.0691, -0.1137, -0.1265, -0.0284, -0.1143, -0.1305, -0.1979, -0.1976, -0.1973, -0.1973, -0.182, -0.1888, -0.2522, -0.2462, -0.2303, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069858459000898020", "ticker_idx": 0, "ts": "2026-06-24T19:01:27+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "For those who think memory is still cyclical, you should be able to spot a small difference in the $MU revenues in comparison to previous cycles, right?", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Implicitly bullish MU: memory cycle is structurally different this time, supporting the strong revenue growth 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": "quote", "lang": "en", "tweet_text": "For those who think memory is still cyclical, you should be able to spot a small difference in the $MU revenues in comparison to previous cycles, right? https://t.co/cxztWBIO7I", "reply_text": null, "parent_text": null, "quoted_text": "$MU to save the market tonight as they report earnings. Insane numbers are to be expected from the company. \n\nRevenues are expected to reach $35,294 which would be a 279% YoY growth and a 48% QoQ growth. \n\nThe EPS numbers are even more insane. The expectations are that EPS will https://t.co/eBFdqi5f6d", "parent_author": null, "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": "orig:2034000094643499075", "ticker_idx": 0, "ts": "2026-03-17T20:13:07+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the business foundation is showing cracks", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish LULU: North America shrinking, margins down 5.5%, inventory up 18%, weak 2-4% guide, and no permanent CEO signal fundamental deterioration.", "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": "original", "lang": "en", "tweet_text": "$LULU beat headline expectations, but the 3% stock drop tells the real story. \n\nUnder the surface, their core engine is sputtering. While international sales are booming, the crucial North American market actually shrank 4% this quarter. \n\nTo keep sales moving, they sacrificed profitability, gross margins took a massive 5.5% hit. Worse, unsold inventory jumped 18%, which typically forces future discounts. \n\nCombine this with a surprisingly weak growth forecast of just 2-4% for next year and the ongoing lack of a permanent CEO, and the market is understandably spooked. The double beat looks nice on paper, but the business foundation is showing cracks.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03700341701295484, "ret_signed_m1d": 0.03700341701295484, "alpha_spy_m1d": 0.0511545210027845, "alpha_c_m1d": 0.06060836593781793, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.02360494892486309, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010883846377327533, "ret_signed_p1d": -0.0010883846377327533, "alpha_spy_p1d": -0.0035526729130770374, "alpha_c_p1d": -0.008956724038342911, "bench_spy_p1d": -0.002464288275344284, "bench_c_p1d": -0.007868339400610158, "ret_p1w": -0.04032890860124627, "ret_signed_p1w": 0.04032890860124627, "alpha_spy_p1w": 0.036071137219922944, "alpha_c_p1w": 0.04378776902838599, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": 0.0034588604271397205, "ret_p1m": -0.01493440492060194, "ret_signed_p1m": 0.01493440492060194, "alpha_spy_p1m": 0.07865430948462815, "alpha_c_p1m": 0.08092244827024864, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.0659880433496467, "ret_p3m": -0.29735776338756004, "ret_signed_p3m": 0.29735776338756004, "alpha_spy_p3m": 0.4416836617084877, "alpha_c_p3m": 0.3718643104766389, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.07450654708907889, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.01493440492060194, "alpha_spy_stated": 0.07865430948462815, "alpha_c_stated": 0.08092244827024864, "price_path": [0.2664, 0.2841, 0.2859, 0.2721, 0.2721, 0.2635, 0.2851, 0.2738, 0.2565, 0.2565, 0.2746, 0.2842, 0.3053, 0.2801, 0.2828, 0.2328, 0.2639, 0.2812, 0.2282, 0.2396, 0.2206, 0.2206, 0.1413, 0.1478, 0.177, 0.1553, 0.1657, 0.127, 0.0905, 0.0432, 0.0551, 0.0828, 0.0374, 0.0762, 0.0284, 0.0451, 0.0622, 0.0921, 0.0633, 0.025, 0.0667, 0.0667, 0.0746, 0.1012, 0.1058, 0.1325, 0.0769, 0.0853, 0.1038, 0.1252, 0.1196, 0.0652, 0.0537, 0.0473, 0.0471, 0.0287, 0.0264, 0.0063, -0.0157, -0.0435, -0.046, -0.0331, -0.037, 0.0, 0.0011, -0.0155, -0.0061, -0.0268, -0.0403, -0.0846, -0.1181, -0.1183, -0.0743, -0.0398, -0.0585, -0.0585, -0.0557, -0.0709, -0.0395, 0.0068, -0.0093, -0.0171, -0.029, -0.016, -0.0149, 0.0114, 0.0086, 0.0079, -0.0117, -0.1435, -0.1305, -0.1116, -0.1391, -0.1646, -0.1674, -0.1923, -0.2201, -0.2127, -0.2016, -0.1923, -0.2068, -0.2361, -0.2434, -0.2671, -0.268, -0.2796, -0.2729, -0.2792, -0.2431, -0.2336, -0.231, -0.231, -0.23, -0.2077, -0.2059, -0.2068, -0.2013, -0.2353, -0.238, -0.2447, -0.3093, -0.2893, -0.2662, -0.2809, -0.2633, -0.2819, -0.2974, -0.3017, -0.3243, -0.3242, -0.3242, -0.3625, -0.3414, -0.3162, -0.3224, -0.2891, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036584579381743929", "ticker_idx": 0, "ts": "2026-03-24T23:22:56+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "this unlocks massive, high-margin SaaS revenue, cementing them as the foundational operating system for next-gen national security", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR: Golden Dome contract unlocks massive high-margin SaaS revenue, cementing it as the OS for next-gen national security.", "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": "The $185 billion Golden Dome proves the department of Defense is pivoting from hardware to software-defined defense. \n\nFor $PLTR, this unlocks massive, high-margin SaaS revenue, cementing them as the foundational operating system for next-gen national security.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR and Anduril are building the software layer for the $185B “Golden Dome” missile defense system.\n\nThe platform will serve as the command-and-control brain linking radars, sensors and weapons into a unified network. https://t.co/Ysh3GmDPwp", "parent_author": null, "ret_m1d": -0.0011616412414249266, "ret_signed_m1d": -0.0011616412414249266, "alpha_spy_m1d": 0.004380164248320106, "alpha_c_m1d": 0.004380164248320106, "bench_spy_m1d": -0.005541805489745033, "bench_c_m1d": -0.005541805489745033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04775431617615711, "ret_signed_p1d": -0.04775431617615711, "alpha_spy_p1d": -0.029895586192813073, "alpha_c_p1d": -0.029895586192813073, "bench_spy_p1d": -0.017858729983344035, "bench_c_p1d": -0.017858729983344035, "ret_p1w": -0.05465927241693358, "ret_signed_p1w": -0.05465927241693358, "alpha_spy_p1w": -0.052253761393041165, "alpha_c_p1w": -0.052253761393041165, "bench_spy_p1w": -0.002405511023892415, "bench_c_p1w": -0.002405511023892415, "ret_p1m": -0.08640938829057354, "ret_signed_p1m": -0.08640938829057354, "alpha_spy_p1m": -0.16501547011558693, "alpha_c_p1m": -0.16501547011558693, "bench_spy_p1m": 0.07860608182501339, "bench_c_p1m": 0.07860608182501339, "ret_p3m": -0.22883328070154185, "ret_signed_p3m": -0.22883328070154185, "alpha_spy_p3m": -0.3650772513189049, "alpha_c_p3m": -0.3650772513189049, "bench_spy_p3m": 0.13624397061736304, "bench_c_p3m": 0.13624397061736304, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08640938829057354, "alpha_spy_stated": -0.16501547011558693, "alpha_c_stated": -0.16501547011558693, "price_path": [0.2178, 0.1886, 0.167, 0.1471, 0.1471, 0.0832, 0.1231, 0.1597, 0.1724, 0.1413, 0.1454, 0.1578, 0.1549, 0.1513, 0.1427, 0.1033, 0.1033, 0.0876, 0.0669, 0.0706, 0.0945, 0.0807, 0.0693, 0.0154, -0.02, -0.054, -0.0465, 0.0188, -0.0995, -0.161, -0.123, -0.0778, -0.0997, -0.1244, -0.1667, -0.152, -0.152, -0.1416, -0.1264, -0.1295, -0.1273, -0.1572, -0.1686, -0.134, -0.1227, -0.1147, -0.0632, -0.0499, -0.0114, -0.0148, 0.0142, 0.0095, -0.0247, -0.0217, -0.0094, -0.0259, -0.0145, 0.0008, -0.0141, 0.0046, -0.0276, 0.0379, -0.0012, 0.0, -0.0478, -0.0768, -0.1124, -0.056, -0.0547, -0.0419, -0.0419, -0.0454, -0.0316, -0.0916, -0.1579, -0.1736, -0.1458, -0.1243, -0.0827, -0.0787, -0.0553, -0.0585, -0.058, -0.0151, -0.0864, -0.0766, -0.0765, -0.0889, -0.1096, -0.1023, -0.0703, -0.0576, -0.1229, -0.1366, -0.1156, -0.1107, -0.1166, -0.1224, -0.1608, -0.137, -0.1353, -0.1279, -0.1271, -0.1149, -0.1132, -0.1167, -0.1167, -0.1185, -0.1449, -0.075, 0.0102, 0.0367, -0.018, -0.0823, -0.0856, -0.1254, -0.1193, -0.1477, -0.1597, -0.1541, -0.174, -0.1307, -0.1401, -0.157, -0.1709, -0.1709, -0.2288, -0.2469, -0.2676, -0.3078, -0.2712, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052827941373980703", "ticker_idx": 0, "ts": "2026-05-08T19:08:15+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB now my newest 5-bagger. It's just the beginning for these space companies.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still long RKLB as a 5-bagger; believes space companies are just getting started.", "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 now my newest 5-bagger. It’s just the beginning for these space companies. https://t.co/1foQH0w1Jh", "reply_text": null, "parent_text": null, "quoted_text": "Do I still need to listen to the $RKLB earnings call? Or does the market speak for itself 😂\n\nAlmost +30% today 👏🏼 https://t.co/zin7t9Q9yD", "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": "quote:2065462671143587986", "ticker_idx": 0, "ts": "2026-06-12T15:54:09+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels", "tweet_type": "analysis", "timeline": "days", "summary": "PL, ASTS, RKLB are buying opportunities due to halo/liquidity vacuum effect from SPCX moves.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX vs other space stocks today. \n\nClear liquidity vacuum effect. Halo effect follows which makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels. https://t.co/6Q68nWfWuo", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.09695019542210614, "ret_signed_m1d": 0.09695019542210614, "alpha_spy_m1d": 0.1023293515139897, "alpha_c_m1d": 0.10279654014346995, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005846344721363805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018298545804319777, "ret_signed_p1d": -0.018298545804319777, "alpha_spy_p1d": -0.0359325156980731, "alpha_c_p1d": -0.03248850143384774, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": -0.09373997149447533, "ret_signed_p1w": -0.09373997149447533, "alpha_spy_p1w": -0.1030608501504684, "alpha_c_p1w": -0.12058755820703615, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.026847586712560823, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.09373997149447533, "alpha_spy_stated": -0.1030608501504684, "alpha_c_stated": -0.12058755820703615, "price_path": [-0.1307, -0.2035, -0.1345, 0.086, 0.0857, 0.0218, 0.1355, 0.0401, -0.0093, -0.1047, -0.1027, -0.0141, 0.1518, 0.1518, 0.1242, 0.1291, 0.1734, 0.0989, 0.113, 0.1018, 0.0892, 0.1047, 0.2806, 0.2353, 0.2039, 0.2209, 0.2671, 0.2292, 0.1377, 0.138, 0.1246, 0.0941, 0.1868, 0.1846, 0.2372, 0.192, 0.2742, 0.1313, 0.2533, 0.3432, 0.3059, 0.3079, 0.3817, 0.3361, 0.3358, 0.3352, 0.3695, 0.3637, 0.4238, 0.4238, 0.5512, 0.6205, 0.6501, 0.6417, 0.4915, 0.5438, 0.3846, 0.3974, 0.0343, 0.051, 0.0006, -0.0138, 0.097, 0.0, -0.0183, -0.0944, -0.0941, -0.0937, -0.0937, -0.0764, -0.0841, -0.1557, -0.149, -0.131, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065462671143587986", "ticker_idx": 1, "ts": "2026-06-12T15:54:09+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels", "tweet_type": "analysis", "timeline": "days", "summary": "PL, ASTS, RKLB are buying opportunities due to halo/liquidity vacuum effect from SPCX moves.", "resolved_tickers": ["ASTS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX vs other space stocks today. \n\nClear liquidity vacuum effect. Halo effect follows which makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels. https://t.co/6Q68nWfWuo", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.18383683076390955, "ret_signed_m1d": 0.18383683076390955, "alpha_spy_m1d": 0.1892159868557931, "alpha_c_m1d": 0.1892159868557931, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005379156091883552, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0626137095427326, "ret_signed_p1d": 0.0626137095427326, "alpha_spy_p1d": 0.04497973964897928, "alpha_c_p1d": 0.04497973964897928, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.01763396989375332, "ret_p1w": -0.021235286036088596, "ret_signed_p1w": -0.021235286036088596, "alpha_spy_p1w": -0.030556164692081667, "alpha_c_p1w": -0.030556164692081667, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.00932087865599307, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.021235286036088596, "alpha_spy_stated": -0.030556164692081667, "alpha_c_stated": -0.030556164692081667, "price_path": [0.1613, 0.1011, 0.1417, 0.0913, 0.0729, 0.0555, 0.1656, 0.0661, -0.0454, -0.1042, 0.0056, 0.0192, 0.1239, 0.1239, 0.1505, 0.1233, 0.1705, 0.1116, 0.1516, 0.2009, 0.0747, 0.0546, 0.1035, 0.0379, -0.0171, -0.0291, 0.0273, -0.0444, -0.0729, -0.0632, -0.1278, -0.1524, -0.1033, -0.1398, -0.1696, -0.225, -0.1423, -0.207, -0.0893, 0.0017, -0.1147, -0.0922, 0.0073, 0.0153, 0.0536, 0.069, 0.087, 0.1677, 0.2846, 0.2846, 0.4525, 0.5726, 0.615, 0.3762, 0.282, 0.4339, 0.3072, 0.3019, 0.1358, 0.1171, 0.0764, 0.0596, 0.1838, 0.0, 0.0626, -0.0019, 0.0366, -0.0212, -0.0212, -0.1119, -0.1158, -0.1747, -0.2037, -0.133, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065462671143587986", "ticker_idx": 2, "ts": "2026-06-12T15:54:09+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels", "tweet_type": "analysis", "timeline": "days", "summary": "PL, ASTS, RKLB are buying opportunities due to halo/liquidity vacuum effect from SPCX moves.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$SPCX vs other space stocks today. \n\nClear liquidity vacuum effect. Halo effect follows which makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels. https://t.co/6Q68nWfWuo", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/Uk07FIBusY", "parent_author": null, "ret_m1d": 0.1210079056890887, "ret_signed_m1d": 0.1210079056890887, "alpha_spy_m1d": 0.12638706178097225, "alpha_c_m1d": 0.1268542504104525, "bench_spy_m1d": -0.005379156091883552, "bench_c_m1d": -0.005846344721363805, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.06699873670518941, "ret_signed_p1d": 0.06699873670518941, "alpha_spy_p1d": 0.04936476681143609, "alpha_c_p1d": 0.05280878107566145, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.014189955629527962, "ret_p1w": 0.047367892401915856, "ret_signed_p1w": 0.047367892401915856, "alpha_spy_p1w": 0.038047013745922786, "alpha_c_p1w": 0.020520305689355034, "bench_spy_p1w": 0.00932087865599307, "bench_c_p1w": 0.026847586712560823, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.047367892401915856, "alpha_spy_stated": 0.038047013745922786, "alpha_c_stated": 0.020520305689355034, "price_path": [-0.2324, -0.3214, -0.2975, -0.3434, -0.3359, -0.3547, -0.2882, -0.356, -0.4049, -0.4396, -0.3728, -0.3601, -0.3385, -0.3385, -0.3391, -0.3523, -0.3253, -0.3482, -0.3354, -0.3103, -0.2947, -0.2812, -0.1901, -0.1718, -0.1263, -0.1538, -0.1206, -0.1737, -0.2218, -0.1963, -0.2324, -0.2478, -0.1942, -0.2303, -0.2156, -0.2308, -0.1733, -0.2325, 0.0301, 0.1461, 0.1482, 0.2125, 0.2946, 0.2186, 0.281, 0.2434, 0.3115, 0.2252, 0.3259, 0.3259, 0.3986, 0.4672, 0.4457, 0.4013, 0.1953, 0.2044, 0.1202, 0.1715, 0.0751, 0.11, 0.057, 0.026, 0.121, 0.0, 0.067, 0.0219, 0.0546, 0.0474, 0.0474, -0.0205, -0.071, -0.1658, -0.2119, -0.1743, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035123303317160086", "ticker_idx": 0, "ts": "2026-03-20T22:36:20+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Needham is the first to raise $PL price target to $40. They maintain the buy rating.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Needham's raised PT to $40 with maintained Buy on PL; author adopts the bullish stance.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Needham is the first to raise $PL price target to $40. They maintain the buy rating. https://t.co/GZZ8K0r23Y", "reply_text": null, "parent_text": null, "quoted_text": "$PL earnings call just ended, here are my notes:\n\n- On Project Suncatcher: It is still early days, but things are going well. It's an interesting space with a lot of potential. But it's still a research project; no potential revenue was given.\n\n- On the collaboration with $NVDA:", "parent_author": null, "ret_m1d": 0.00029574619517225287, "ret_signed_m1d": 0.00029574619517225287, "alpha_spy_m1d": 0.010686633198290996, "alpha_c_m1d": 0.011537728520850554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.058840916294352064, "ret_signed_p1d": -0.058840916294352064, "alpha_spy_p1d": -0.05548410181717456, "alpha_c_p1d": -0.06466740646234348, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1753400460876794, "ret_signed_p1w": -0.1753400460876794, "alpha_spy_p1w": -0.1396202982670598, "alpha_c_p1w": -0.13584295905132215, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.12448252875404231, "ret_signed_p1m": 0.12448252875404231, "alpha_spy_p1m": 0.050174446909467596, "alpha_c_p1m": 0.07302587806792138, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": -0.1652868185401959, "ret_signed_p3m": -0.1652868185401959, "alpha_spy_p3m": -0.30762221353078156, "alpha_c_p3m": -0.2748238392727518, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12448252875404231, "alpha_spy_stated": 0.050174446909467596, "alpha_c_stated": 0.07302587806792138, "price_path": [-0.3992, -0.3992, -0.4276, -0.4125, -0.4163, -0.4169, -0.4169, -0.3965, -0.3675, -0.3542, -0.3315, -0.3365, -0.3285, -0.2478, -0.2513, -0.2096, -0.1638, -0.149, -0.149, -0.1721, -0.22, -0.2295, -0.2034, -0.2351, -0.17, -0.1756, -0.2209, -0.2617, -0.3244, -0.2918, -0.3563, -0.3959, -0.3418, -0.2898, -0.3261, -0.3598, -0.3702, -0.3371, -0.3371, -0.3433, -0.298, -0.2575, -0.2933, -0.2969, -0.2694, -0.2717, -0.2431, -0.2862, -0.2206, -0.2519, -0.2312, -0.2729, -0.2525, -0.2365, -0.249, -0.2478, -0.2617, -0.267, -0.2726, -0.1993, -0.2664, -0.2028, 0.0003, 0.0, -0.0588, 0.0458, -0.042, -0.0875, -0.1753, -0.1736, -0.092, 0.0609, 0.0609, 0.0355, 0.0399, 0.0807, 0.0121, 0.0251, 0.0148, 0.0033, 0.0174, 0.1795, 0.1378, 0.1088, 0.1245, 0.1671, 0.1322, 0.0479, 0.0482, 0.0358, 0.0077, 0.0931, 0.0911, 0.1396, 0.0979, 0.1736, 0.042, 0.1543, 0.2371, 0.2028, 0.2046, 0.2726, 0.2306, 0.2303, 0.2297, 0.2614, 0.2561, 0.3114, 0.3114, 0.4287, 0.4926, 0.5198, 0.5121, 0.3737, 0.4219, 0.2753, 0.2871, -0.0473, -0.0319, -0.0784, -0.0917, 0.0103, -0.0789, -0.0958, -0.1659, -0.1656, -0.1653, -0.1653, -0.1493, -0.1564, -0.2224, -0.2161, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036472599866122357", "ticker_idx": 0, "ts": "2026-03-24T15:57:58+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 be next", "tweet_type": "prediction", "timeline": "unspecified", "summary": "IREN will be next to perform; implied bullish after a prior successful holding.", "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 Thanks Jim, $IREN will be next.", "reply_text": null, "parent_text": "@Kaizen_Investor Very well done Kaizen! Great job on holding it through all the consolidation.", "quoted_text": null, "parent_author": "jiahanjimliu", "ret_m1d": 0.025291851715514513, "ret_signed_m1d": 0.025291851715514513, "alpha_spy_m1d": 0.021923731082234443, "alpha_c_m1d": 0.02549475133124035, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.0002028996157258378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007538944098820055, "ret_signed_p1d": 0.007538944098820055, "alpha_spy_p1d": 0.0019662558547715037, "alpha_c_p1d": 0.00632139104488183, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.001217553053938225, "ret_p1w": -0.1663424204829952, "ret_signed_p1w": -0.1663424204829952, "alpha_spy_p1w": -0.16199446079476743, "alpha_c_p1w": -0.16816875006390253, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": 0.0018263295809073377, "ret_p1m": 0.17679962661979687, "ret_signed_p1m": 0.17679962661979687, "alpha_spy_p1m": 0.08795729442484679, "alpha_c_p1m": 0.11734343642983802, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.059456190189958846, "ret_p3m": 0.4581712218377323, "ret_signed_p3m": 0.4581712218377323, "alpha_spy_p3m": 0.31198830343315276, "alpha_c_p3m": 0.3711176543971859, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.08705356744054638, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17679962661979687, "alpha_spy_stated": 0.08795729442484679, "alpha_c_stated": 0.11734343642983802, "price_path": [0.0209, -0.0199, -0.0416, -0.0686, -0.0815, -0.0815, 0.0384, 0.1732, 0.1165, 0.0609, 0.1109, 0.1194, 0.224, 0.2887, 0.286, 0.2619, 0.4061, 0.4061, 0.3196, 0.3006, 0.2709, 0.3784, 0.2733, 0.4589, 0.5306, 0.4553, 0.3069, 0.2909, 0.3227, 0.0929, -0.0323, 0.0173, 0.1223, 0.044, 0.0377, -0.0265, 0.0268, 0.0268, -0.0036, 0.0233, 0.0528, -0.0277, 0.0302, 0.1053, 0.0708, 0.0759, -0.0041, 0.0066, -0.0552, 0.0661, -0.0242, -0.1075, -0.0554, -0.073, 0.0209, 0.0061, 0.0112, 0.0929, 0.0447, 0.0265, 0.0131, 0.0041, 0.0253, 0.0, 0.0075, -0.0893, -0.1466, -0.231, -0.1663, -0.171, -0.1544, -0.1544, -0.1457, -0.1308, -0.1043, -0.0987, -0.0438, 0.0474, 0.152, 0.1873, 0.16, 0.1702, 0.1848, 0.0985, 0.1768, 0.2651, 0.2315, 0.1761, 0.0807, 0.0423, 0.1068, 0.1104, 0.2033, 0.3312, 0.483, 0.3825, 0.4883, 0.3412, 0.3755, 0.3417, 0.4202, 0.2875, 0.2271, 0.161, 0.2819, 0.412, 0.3821, 0.3821, 0.4538, 0.6498, 0.5576, 0.5452, 0.5888, 0.6196, 0.5924, 0.5044, 0.3217, 0.4394, 0.3137, 0.2529, 0.3791, 0.4536, 0.4798, 0.4392, 0.4132, 0.4582, 0.4582, 0.383, 0.3307, 0.2232, 0.161, 0.1481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033854529960030381", "ticker_idx": 0, "ts": "2026-03-17T10:34:41+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think $PL has more AI potential than $SATL at this moment. Planet has way more and frequent data, which is more valuable for AI potential", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL over SATL: higher data volume/frequency makes it the superior AI play.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@wacbmktnews I think $PL has more AI potential than $SATL at this moment. Satellogic might have higher quality pictures but Planet has way more and frequent data, which is more valuable for AI potential.", "reply_text": null, "parent_text": "@Kaizen_Investor Great news for $PL. Hope to see some similar news from $SATL shortly as well. Great information synthesis as always.", "quoted_text": null, "parent_author": "wacbmktnews", "ret_m1d": -0.09158048556954823, "ret_signed_m1d": -0.09158048556954823, "alpha_spy_m1d": -0.08895684219039213, "alpha_c_m1d": -0.08893779404650293, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.002642691523045304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0838257187651058, "ret_signed_p1d": -0.0838257187651058, "alpha_spy_p1d": -0.06987207424984865, "alpha_c_p1d": -0.07589773632396457, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.007927982441141235, "ret_p1w": 0.17540620433465404, "ret_signed_p1w": 0.17540620433465404, "alpha_spy_p1w": 0.19899941941468513, "alpha_c_p1w": 0.18765351567126176, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.012247311336607725, "ret_p1m": 0.27067946618749117, "ret_signed_p1m": 0.27067946618749117, "alpha_spy_p1m": 0.22437346861666185, "alpha_c_p1m": 0.2396825417884605, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.03099692439903068, "ret_p3m": 0.15029541012890868, "ret_signed_p3m": 0.15029541012890868, "alpha_spy_p3m": 0.041489675544437166, "alpha_c_p3m": 0.08918405539043417, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.06111135473847451, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27067946618749117, "alpha_spy_stated": 0.22437346861666185, "alpha_c_stated": 0.2396825417884605, "price_path": [-0.3541, -0.2917, -0.2393, -0.2345, -0.2496, -0.2496, -0.2851, -0.2662, -0.271, -0.2718, -0.2718, -0.2463, -0.2101, -0.1935, -0.1651, -0.1713, -0.1614, -0.0606, -0.065, -0.0129, 0.0443, 0.0628, 0.0628, 0.034, -0.0258, -0.0377, -0.0052, -0.0447, 0.0366, 0.0295, -0.027, -0.0779, -0.1562, -0.1156, -0.1961, -0.2456, -0.178, -0.113, -0.1584, -0.2005, -0.2134, -0.1721, -0.1721, -0.1798, -0.1233, -0.0727, -0.1174, -0.1219, -0.0875, -0.0905, -0.0547, -0.1086, -0.0266, -0.0657, -0.0399, -0.0919, -0.0665, -0.0465, -0.062, -0.0606, -0.0779, -0.0846, -0.0916, 0.0, -0.0838, -0.0044, 0.2493, 0.2489, 0.1754, 0.3061, 0.1965, 0.1396, 0.0299, 0.0321, 0.134, 0.325, 0.325, 0.2932, 0.2987, 0.3497, 0.264, 0.2803, 0.2674, 0.253, 0.2707, 0.473, 0.421, 0.3848, 0.4044, 0.4575, 0.414, 0.3087, 0.3091, 0.2936, 0.2585, 0.3652, 0.3626, 0.4232, 0.3711, 0.4657, 0.3013, 0.4417, 0.5451, 0.5022, 0.5044, 0.5894, 0.5369, 0.5366, 0.5358, 0.5753, 0.5687, 0.6377, 0.6377, 0.7843, 0.8641, 0.8981, 0.8885, 0.7157, 0.7758, 0.5927, 0.6075, 0.1898, 0.209, 0.151, 0.1344, 0.2618, 0.1503, 0.1292, 0.0417, 0.0421, 0.0425, 0.0425, 0.0624, 0.0535, -0.0288, -0.021, -0.0004, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034397334680043609", "ticker_idx": 0, "ts": "2026-03-18T22:31:36+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are still so early in the space economy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on the space economy as still early innings; highlights RKLB contract and PL/NVDA collaboration as evidence.", "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 are still so early in the space economy. \n\n- $RKLB announced a new contract today\n- $PL collaboration with $NVDA\n- Anduril acquisition of ExoAnalytic\n- Massive funding rounds for Space Hardware (CesiumAstro, Stoke Space, Aalyria)\n- SpaceX buys Hexagon masterworks\n\nWay more to come", "reply_text": null, "parent_text": null, "quoted_text": "Our largest launch contract yet: 20x new HASTE launches for @DeptofWar to accelerate hypersonics for America. \n\nWe're delivering reliable, modern hypersonic capabilities to the nation with speed and affordability - and the first mission in this block of launches is just months https://t.co/WBCM1F4Vmz", "parent_author": null, "ret_m1d": -0.03406084996312586, "ret_signed_m1d": -0.03406084996312586, "alpha_spy_m1d": -0.03653122595706759, "alpha_c_m1d": -0.040887619801921016, "bench_spy_m1d": 0.0024703759939417314, "bench_c_m1d": 0.006826769838795155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06534126134160456, "ret_signed_p1d": -0.06534126134160456, "alpha_spy_p1d": -0.05100547341079187, "alpha_c_p1d": -0.05077340293151311, "bench_spy_p1d": -0.014335787930812693, "bench_c_p1d": -0.01456785841009145, "ret_p1w": -0.08327537659329765, "ret_signed_p1w": -0.08327537659329765, "alpha_spy_p1w": -0.06365084138137256, "alpha_c_p1w": -0.0690315828858189, "bench_spy_p1w": -0.019624535211925087, "bench_c_p1w": -0.014243793707478747, "ret_p1m": 0.1789239912689944, "ret_signed_p1m": 0.1789239912689944, "alpha_spy_p1m": 0.09968875509950559, "alpha_c_p1m": 0.11835138034625614, "bench_spy_p1m": 0.0792352361694888, "bench_c_p1m": 0.060572610922738246, "ret_p3m": 0.45460860294045125, "ret_signed_p3m": 0.45460860294045125, "alpha_spy_p3m": 0.31429461298098027, "alpha_c_p3m": 0.3552829585860351, "bench_spy_p3m": 0.14031398995947097, "bench_c_p3m": 0.09932564435441615, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1789239912689944, "alpha_spy_stated": 0.09968875509950559, "alpha_c_stated": 0.11835138034625614, "price_path": [0.0781, 0.073, 0.073, 0.073, -0.0178, -0.0252, -0.0206, -0.0302, -0.0302, 0.0564, 0.0863, 0.196, 0.1689, 0.155, 0.1796, 0.222, 0.2037, 0.2762, 0.2618, 0.3388, 0.3388, 0.2395, 0.2209, 0.2231, 0.2359, 0.1189, 0.2095, 0.2313, 0.1912, 0.1132, 0.0309, 0.1298, 0.0164, -0.078, 0.0054, 0.0544, 0.0014, -0.0321, -0.0823, -0.0624, -0.0624, -0.0284, 0.0346, 0.0646, -0.0149, -0.0239, -0.0272, -0.0241, 0.01, -0.0393, -0.0133, -0.025, -0.0003, -0.0268, -0.0253, -0.0063, -0.0417, 0.0004, -0.0495, -0.0489, -0.0086, 0.0926, -0.0341, 0.0, -0.0653, -0.0546, -0.0815, 0.0132, -0.0833, -0.1529, -0.2023, -0.1072, -0.0891, -0.0584, -0.0584, -0.0592, -0.078, -0.0396, -0.0722, -0.0539, -0.0182, 0.004, 0.0232, 0.1529, 0.1789, 0.2437, 0.2045, 0.2518, 0.1761, 0.1077, 0.144, 0.0926, 0.0708, 0.1471, 0.0956, 0.1165, 0.095, 0.1768, 0.0925, 0.4663, 0.6314, 0.6344, 0.726, 0.8428, 0.7346, 0.8234, 0.7699, 0.8668, 0.7441, 0.8874, 0.8874, 0.9908, 1.0886, 1.058, 0.9947, 0.7015, 0.7144, 0.5946, 0.6676, 0.5304, 0.58, 0.5047, 0.4604, 0.5957, 0.4235, 0.5188, 0.4546, 0.5012, 0.4909, 0.4909, 0.3943, 0.3224, 0.1874, 0.1218, 0.1753, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034397334680043609", "ticker_idx": 1, "ts": "2026-03-18T22:31:36+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "We are still so early in the space economy", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on the space economy as still early innings; highlights RKLB contract and PL/NVDA collaboration as evidence.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "We are still so early in the space economy. \n\n- $RKLB announced a new contract today\n- $PL collaboration with $NVDA\n- Anduril acquisition of ExoAnalytic\n- Massive funding rounds for Space Hardware (CesiumAstro, Stoke Space, Aalyria)\n- SpaceX buys Hexagon masterworks\n\nWay more to come", "reply_text": null, "parent_text": null, "quoted_text": "Our largest launch contract yet: 20x new HASTE launches for @DeptofWar to accelerate hypersonics for America. \n\nWe're delivering reliable, modern hypersonic capabilities to the nation with speed and affordability - and the first mission in this block of launches is just months https://t.co/WBCM1F4Vmz", "parent_author": null, "ret_m1d": -0.07974776303937425, "ret_signed_m1d": -0.07974776303937425, "alpha_spy_m1d": -0.08221813903331598, "alpha_c_m1d": -0.08657453287816941, "bench_spy_m1d": 0.0024703759939417314, "bench_c_m1d": 0.006826769838795155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.254822068986595, "ret_signed_p1d": 0.254822068986595, "alpha_spy_p1d": 0.2691578569174077, "alpha_c_p1d": 0.26938992739668643, "bench_spy_p1d": -0.014335787930812693, "bench_c_p1d": -0.01456785841009145, "ret_p1w": 0.2017805128390886, "ret_signed_p1w": 0.2017805128390886, "alpha_spy_p1w": 0.2214050480510137, "alpha_c_p1w": 0.21602430654656735, "bench_spy_p1w": -0.019624535211925087, "bench_c_p1w": -0.014243793707478747, "ret_p1m": 0.4272997347540157, "ret_signed_p1m": 0.4272997347540157, "alpha_spy_p1m": 0.3480644985845269, "alpha_c_p1m": 0.3667271238312775, "bench_spy_p1m": 0.0792352361694888, "bench_c_p1m": 0.060572610922738246, "ret_p3m": 0.04636498673770073, "ret_signed_p3m": 0.04636498673770073, "alpha_spy_p3m": -0.09394900322177024, "alpha_c_p3m": -0.05296065761671542, "bench_spy_p3m": 0.14031398995947097, "bench_c_p3m": 0.09932564435441615, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4272997347540157, "alpha_spy_stated": 0.3480644985845269, "alpha_c_stated": 0.3667271238312775, "price_path": [-0.2359, -0.2311, -0.2463, -0.2463, -0.2819, -0.263, -0.2678, -0.2685, -0.2685, -0.243, -0.2066, -0.1899, -0.1614, -0.1677, -0.1576, -0.0564, -0.0608, -0.0085, 0.049, 0.0675, 0.0675, 0.0386, -0.0215, -0.0334, -0.0007, -0.0404, 0.0412, 0.0341, -0.0226, -0.0738, -0.1524, -0.1116, -0.1925, -0.2422, -0.1743, -0.1091, -0.1547, -0.197, -0.2099, -0.1684, -0.1684, -0.1762, -0.1194, -0.0686, -0.1135, -0.118, -0.0835, -0.0864, -0.0504, -0.1046, -0.0223, -0.0616, -0.0356, -0.0879, -0.0623, -0.0423, -0.0579, -0.0564, -0.0738, -0.0805, -0.0875, 0.0045, -0.0797, 0.0, 0.2548, 0.2545, 0.1806, 0.3119, 0.2018, 0.1447, 0.0345, 0.0367, 0.1391, 0.3309, 0.3309, 0.299, 0.3045, 0.3557, 0.2697, 0.286, 0.273, 0.2585, 0.2763, 0.4796, 0.4273, 0.3909, 0.4106, 0.464, 0.4203, 0.3145, 0.3149, 0.2993, 0.2641, 0.3713, 0.3687, 0.4295, 0.3772, 0.4722, 0.3071, 0.4481, 0.5519, 0.5089, 0.5111, 0.5964, 0.5438, 0.5434, 0.5427, 0.5823, 0.5757, 0.645, 0.645, 0.7923, 0.8724, 0.9065, 0.8969, 0.7233, 0.7838, 0.5998, 0.6146, 0.1951, 0.2144, 0.1562, 0.1395, 0.2674, 0.1554, 0.1343, 0.0464, 0.0467, 0.0471, 0.0471, 0.0671, 0.0582, -0.0245, -0.0167, 0.0041, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036061178242248869", "ticker_idx": 0, "ts": "2026-03-23T12:43:07+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK hynix's planned U.S. ADR listing is a great strategic move that goes well beyond closing the 5.7x vs. 12.1x P/E gap with $MU. While the multiple expansion and potential SOX index inclusion are clear catalysts, the real alpha is in the mechanics", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Hynix on ADR listing catalysts: P/E re-rating, SOX inclusion, FX efficiency, HBM dominance, and Korea Discount reduction; MU implied as valuation upside comparator.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "SK hynix’s planned U.S. ADR listing is a great strategic move that goes well beyond closing the 5.7x vs. 12.1x P/E gap with $MU.\n\nWhile the multiple expansion and potential SOX index inclusion are clear catalysts, the real alpha is in the mechanics:\n\n• FX Efficiency: Raising KRW 10-15T directly in USD naturally hedges their CapEx. Buying next-gen semiconductor equipment (like ASML EUVs) for the Yongin cluster requires USD/EUR. This bypasses KRW currency drag.\n\n• HBM Dominance: Securing this capital with zero net dilution (offsetting canceled treasury shares) allows them to aggressively defend their HBM market-share lead with Nvidia without penalizing current shareholders.\n\n• Corporate Governance: This signals a shift toward Western-style capital allocation, directly attacking the structural Korea Discount.", "reply_text": null, "parent_text": null, "quoted_text": "SK hynix to Issue New Shares and Pursue U.S. ADR Listing\n\n• SK hynix is moving forward with a plan to issue new shares and list American depositary receipts (ADRs) on the U.S. stock market. 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{"unit_id": "quote:2036061178242248869", "ticker_idx": 1, "ts": "2026-03-23T12:43:07+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "closing the 5.7x vs. 12.1x P/E gap with $MU", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Hynix on ADR listing catalysts: P/E re-rating, SOX inclusion, FX efficiency, HBM dominance, and Korea Discount reduction; MU implied as valuation upside comparator.", "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": "SK hynix’s planned U.S. ADR listing is a great strategic move that goes well beyond closing the 5.7x vs. 12.1x P/E gap with $MU.\n\nWhile the multiple expansion and potential SOX index inclusion are clear catalysts, the real alpha is in the mechanics:\n\n• FX Efficiency: Raising KRW 10-15T directly in USD naturally hedges their CapEx. Buying next-gen semiconductor equipment (like ASML EUVs) for the Yongin cluster requires USD/EUR. This bypasses KRW currency drag.\n\n• HBM Dominance: Securing this capital with zero net dilution (offsetting canceled treasury shares) allows them to aggressively defend their HBM market-share lead with Nvidia without penalizing current shareholders.\n\n• Corporate Governance: This signals a shift toward Western-style capital allocation, directly attacking the structural Korea Discount.", "reply_text": null, "parent_text": null, "quoted_text": "SK hynix to Issue New Shares and Pursue U.S. ADR Listing\n\n• SK hynix is moving forward with a plan to issue new shares and list American depositary receipts (ADRs) on the U.S. stock market. 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{"unit_id": "reply:2035373580263784906", "ticker_idx": 0, "ts": "2026-03-21T15:10:51+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A program of record is an impenetrable moat against competitors. Plus, if the military trusts Palantir's AI with lives, Fortune 500s will absolutely trust it with their data.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish PLTR: Maven PoR creates an impenetrable moat and military trust accelerates Fortune 500 adoption.", "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": "@amitisinvesting Exactly! A program of record is an impenetrable moat against competitors. Plus, if the military trusts Palantir's AI with lives, Fortune 500s will absolutely trust it with their data.", "reply_text": null, "parent_text": "$PLTR\n\nBREAKING: Palantir’s Maven AI system is being designated an official “program of record,” locking in long-term adoption and funding across the U.S. military.\n\nThis is a big deal. \n\nMaven is becoming the backbone for defense within the US government. If you’ve invested in", "quoted_text": null, "parent_author": "amitisinvesting", "ret_m1d": -0.0631683902849971, "ret_signed_m1d": -0.0631683902849971, "alpha_spy_m1d": -0.05277750328187836, "alpha_c_m1d": -0.05277750328187836, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0376771804064393, "ret_signed_p1d": -0.0376771804064393, "alpha_spy_p1d": -0.0343203659292618, "alpha_c_p1d": -0.0343203659292618, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.14480224954249243, "ret_signed_p1w": -0.14480224954249243, "alpha_spy_p1w": -0.10908250172187284, "alpha_c_p1w": -0.10908250172187284, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": -0.09245209808354382, "ret_signed_p1m": -0.09245209808354382, "alpha_spy_p1m": -0.16676017992811853, "alpha_c_p1m": -0.16676017992811853, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.2012558807150494, "ret_signed_p3m": -0.2012558807150494, "alpha_spy_p3m": -0.3435912757056351, "alpha_c_p3m": -0.3435912757056351, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09245209808354382, "alpha_spy_stated": -0.16676017992811853, "alpha_c_stated": -0.16676017992811853, "price_path": [0.2072, 0.2072, 0.1733, 0.1451, 0.1243, 0.1051, 0.1051, 0.0436, 0.0821, 0.1173, 0.1296, 0.0996, 0.1035, 0.1155, 0.1127, 0.1092, 0.1009, 0.0629, 0.0629, 0.0478, 0.0279, 0.0315, 0.0545, 0.0412, 0.0302, -0.0217, -0.0558, -0.0886, -0.0813, -0.0184, -0.1324, -0.1917, -0.1551, -0.1115, -0.1326, -0.1564, -0.1972, -0.183, -0.183, -0.173, -0.1583, -0.1613, -0.1592, -0.188, -0.199, -0.1657, -0.1548, -0.147, -0.0974, -0.0847, -0.0476, -0.0508, -0.0229, -0.0274, -0.0603, -0.0574, -0.0456, -0.0615, -0.0505, -0.0358, -0.0502, -0.0321, -0.0632, 0.0, -0.0377, -0.0366, -0.0826, -0.1105, -0.1448, -0.0905, -0.0892, -0.077, -0.077, -0.0803, -0.067, -0.1248, -0.1887, -0.2038, -0.177, -0.1563, -0.1162, -0.1124, -0.0898, -0.0929, -0.0925, -0.0511, -0.1198, -0.1104, -0.1103, -0.1222, -0.1422, -0.1351, -0.1043, -0.0921, -0.155, -0.1682, -0.1479, -0.1432, -0.1489, -0.1544, -0.1914, -0.1686, -0.1669, -0.1598, -0.159, -0.1473, -0.1456, -0.149, -0.149, -0.1507, -0.1761, -0.1088, -0.0267, -0.0012, -0.0539, -0.1159, -0.119, -0.1574, -0.1515, -0.1789, -0.1904, -0.185, -0.2042, -0.1625, -0.1715, -0.1878, -0.2013, -0.2013, -0.257, -0.2744, -0.2943, -0.3331, -0.2979, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052399233337053194", "ticker_idx": 0, "ts": "2026-05-07T14:44:43+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "decided to add to my position at $16.67. The earnings were spectacular in my opinion... Now valued at $3.4B with a $5.6B backlog, still looks pretty cheap.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to FLNC at $16.67; bullish on hyperscaler MSAs, $5.6B backlog vs $3.4B market cap, datacenter power demand.", "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": "quote", "lang": "en", "tweet_text": "Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. \n\nThe earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can deliver. \n\n50% of the backlog comes from new customers and the main part of this backlog is for datacenter purposes. The datacenter backlog is around 12 GW, with the major part of this connected to 2 hyperscalers. To give you an idea, Fluence now have around 22GW deployed or contracted globally. So, this is a major deal. \n\nThey announced 2 MSA's with major hyperscalers and are expecting a first order in Q3 already. They also said that they would speed up delivery for these hyperscalers and are expecting deliveries within a year. So, we should see first revenues from these deals in 2027. \n\nThey also explained the heavy selection process for these hyperscalers. Apparently 26 companies were notified, but due to the difficult technical specifications most of the companies could not fit the standards. \n\nThe main reason they were able to agree these MSA's was due to the fact that their technology is already proven. He spoke about the Fluence lab, so I suppose these Hyperscalers visited the lab and approved. \n\nThe main focus remains on top-line growth. There were some questions about the high OPEX costs in percentage of revenues but Fluence want to control these by growing revenues instead of lowering costs.\n\nHappy to have started a stronger position here. Datacenters are looking for high quality of power to get them through the fluctuations and it looks like Fluence can provide it. \n\nNow valued at $3.4B with a $5.6B backlog, still looks pretty cheap.", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC up 24% after they announced a supply deal with two major hyperscalers and a record backlog of $5.6B. \n\nThey missed revenue estimates but fixed the margin issue of last quarter. \n\n- Orders doubled to $2 billion year-to-date: This highlights explosive sales momentum. 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{"unit_id": "orig:2048062683799253051", "ticker_idx": 0, "ts": "2026-04-25T15:32:49+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IREN & NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck", "tweet_type": "prediction", "timeline": "years", "summary": "Long IREN and NBIS as power-bottleneck plays for hyperscalers; expects significant upside over a couple of years.", "resolved_tickers": ["IREN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "$IREN &amp; $NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck.\n\nHyperscalers are buying all the power available. So as long as you have a company in your portfolio who can provide this, you’ll be fine. https://t.co/niMzPNCdaA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04714637614807704, "ret_signed_m1d": 0.04714637614807704, "alpha_spy_m1d": 0.048866201092144235, "alpha_c_m1d": 0.05467393341362903, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.007527557265551987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08105876621522401, "ret_signed_p1d": -0.08105876621522401, "alpha_spy_p1d": -0.07619277394810453, "alpha_c_p1d": -0.08183073243342665, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.0007719662182026354, "ret_p1w": 0.023159613683814362, "ret_signed_p1w": 0.023159613683814362, "alpha_spy_p1w": 0.019188529331620297, "alpha_c_p1w": 0.02759893664402402, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": -0.004439322960209657, "ret_p1m": 0.23614553401185923, "ret_signed_p1m": 0.23614553401185923, "alpha_spy_p1m": 0.18661876823079693, "alpha_c_p1m": 0.2353735677936566, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.0007719662182026354, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.3015, 0.2374, 0.1112, 0.0976, 0.1247, -0.0707, -0.1772, -0.135, -0.0457, -0.1123, -0.1177, -0.1722, -0.127, -0.127, -0.1528, -0.1299, -0.1048, -0.1733, -0.1241, -0.0602, -0.0895, -0.0852, -0.1532, -0.1441, -0.1967, -0.0935, -0.1703, -0.2411, -0.1969, -0.2117, -0.1319, -0.1445, -0.1402, -0.0707, -0.1117, -0.1272, -0.1385, -0.1462, -0.1282, -0.1497, -0.1433, -0.2256, -0.2744, -0.3462, -0.2911, -0.2951, -0.281, -0.281, -0.2736, -0.261, -0.2384, -0.2337, -0.1869, -0.1094, -0.0205, 0.0095, -0.0136, -0.005, 0.0074, -0.066, 0.0006, 0.0757, 0.0471, 0.0, -0.0811, -0.1137, -0.0589, -0.0558, 0.0232, 0.1319, 0.261, 0.1756, 0.2655, 0.1404, 0.1696, 0.1408, 0.2076, 0.0947, 0.0434, -0.0128, 0.09, 0.2006, 0.1751, 0.1751, 0.2361, 0.4028, 0.3244, 0.3139, 0.3509, 0.3772, 0.354, 0.2792, 0.1239, 0.2239, 0.117, 0.0653, 0.1727, 0.2359, 0.2583, 0.2237, 0.2016, 0.2399, 0.2399, 0.176, 0.1315, 0.0401, -0.0128, -0.0238, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048062683799253051", "ticker_idx": 1, "ts": "2026-04-25T15:32:49+00:00", "symbol": "NBIS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "IREN & NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck", "tweet_type": "prediction", "timeline": "years", "summary": "Long IREN and NBIS as power-bottleneck plays for hyperscalers; expects significant upside over a couple of years.", "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": "$IREN &amp; $NBIS investors now vs both in a couple of years when they finally realise they both served an extreme bottleneck.\n\nHyperscalers are buying all the power available. So as long as you have a company in your portfolio who can provide this, you’ll be fine. https://t.co/niMzPNCdaA", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015176578686179942, "ret_signed_m1d": 0.015176578686179942, "alpha_spy_m1d": 0.016896403630247137, "alpha_c_m1d": 0.017507943137089366, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.0023313644509094233, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06519047854132887, "ret_signed_p1d": -0.06519047854132887, "alpha_spy_p1d": -0.06032448627420939, "alpha_c_p1d": -0.06467238287447519, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.0005180956668536796, "ret_p1w": 0.2170253173151142, "ret_signed_p1w": 0.2170253173151142, "alpha_spy_p1w": 0.21305423296292014, "alpha_c_p1w": 0.21452123229194298, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": 0.002504085023171232, "ret_p1m": 0.4352924111632941, "ret_signed_p1m": 0.4352924111632941, "alpha_spy_p1m": 0.3857656453822318, "alpha_c_p1m": 0.43753744835303854, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": -0.0022450371897444477, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.3072, -0.3453, -0.4123, -0.3918, -0.3795, -0.4316, -0.4904, -0.406, -0.3593, -0.3668, -0.3887, -0.381, -0.3239, -0.3239, -0.3273, -0.2977, -0.2577, -0.3245, -0.3059, -0.2924, -0.2679, -0.2765, -0.3709, -0.3722, -0.4012, -0.3255, -0.3402, -0.3838, -0.3451, -0.3348, -0.2274, -0.2547, -0.2208, -0.1042, -0.1975, -0.1821, -0.1617, -0.1886, -0.2125, -0.2073, -0.2061, -0.269, -0.3045, -0.3635, -0.2842, -0.2967, -0.2493, -0.2493, -0.2236, -0.1901, -0.1377, -0.0595, 0.0001, 0.0662, 0.1171, 0.1505, 0.1406, 0.084, 0.098, 0.08, 0.0771, 0.0836, 0.0152, 0.0, -0.0652, -0.026, -0.0464, 0.0657, 0.217, 0.2136, 0.3458, 0.2746, 0.2214, 0.2838, 0.2356, 0.4298, 0.5256, 0.5172, 0.3787, 0.364, 0.3233, 0.5172, 0.4816, 0.4816, 0.4353, 0.4374, 0.5614, 0.5942, 0.8247, 0.7976, 0.7362, 0.7913, 0.5715, 0.5039, 0.5185, 0.4603, 0.5331, 0.6029, 0.7941, 0.8288, 0.9378, 0.9777, 0.9777, 0.9565, 0.8988, 0.7913, 0.7704, 0.6577, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2050508839187841031", "ticker_idx": 0, "ts": "2026-05-02T09:32:58+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PL is sending three more Pelican satellites into space this weekend, bringing the total Pelican fleet up to 9. These next-gen satellites are equipped with built-in $NVDA Jetson Orin modules, allowing them to run powerful AI processing and object detection directly in orbit.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL on expanding Pelican fleet with onboard NVDA AI modules and new Tanager SWIR satellite slated for 2028.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL  is sending three more Pelican satellites into space this weekend, bringing the total Pelican fleet up to 9.\n\nThese next-gen satellites are equipped with built-in $NVDA Jetson Orin modules, allowing them to run powerful AI processing and object detection directly in orbit.\n\nIn addition to the growing Pelican fleet, $PL is also designing a brand-new, specialized version of the Tanager spacecraft. \n\nSlated for launch as early as 2028, this SWIR-only (shortwave infrared) satellite will work alongside the original Tanager-1 to supercharge the detection of methane emissions, fire fuels, and minerals across a massive 100km coverage area.", "reply_text": null, "parent_text": null, "quoted_text": "About 24 hours until launch and we’re sending three more Pelicans up! 🛰️ You’ll be able to watch the livestream here: https://t.co/q2zo9uFhDK Launch window opens at 11:59 pm PT / 2:59 ET tomorrow.", "parent_author": null, "ret_m1d": -0.04255317464166686, "ret_signed_m1d": -0.04255317464166686, "alpha_spy_m1d": -0.04623003657555669, "alpha_c_m1d": -0.05413349370856391, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.011580319066897049, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03658536102535581, "ret_signed_p1d": -0.03658536102535581, "alpha_spy_p1d": -0.04460758974929824, "alpha_c_p1d": -0.0449489595869389, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008363598561583085, "ret_p1w": 0.0856253025082574, "ret_signed_p1w": 0.0856253025082574, "alpha_spy_p1w": 0.05597390767764754, "alpha_c_p1w": 0.06187984676562941, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.023745455742627986, "ret_p1m": 0.24779447353912643, "ret_signed_p1m": 0.24779447353912643, "alpha_spy_p1m": 0.18991221408475556, "alpha_c_p1m": 0.2290202805910051, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.018774192948121327, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24779447353912643, "alpha_spy_stated": 0.18991221408475556, "alpha_c_stated": 0.2290202805910051, "price_path": [-0.4351, -0.4699, -0.4224, -0.3768, -0.4087, -0.4382, -0.4473, -0.4183, -0.4183, -0.4237, -0.384, -0.3485, -0.3799, -0.383, -0.3588, -0.3609, -0.3358, -0.3736, -0.316, -0.3435, -0.3254, -0.362, -0.3441, -0.33, -0.3409, -0.3399, -0.3521, -0.3568, -0.3617, -0.2974, -0.3563, -0.3005, -0.1222, -0.1225, -0.1741, -0.0823, -0.1593, -0.1993, -0.2763, -0.2748, -0.2032, -0.069, -0.069, -0.0913, -0.0874, -0.0516, -0.1118, -0.1004, -0.1095, -0.1196, -0.1072, 0.035, -0.0016, -0.027, -0.0132, 0.0241, -0.0065, -0.0804, -0.0802, -0.0911, -0.1157, -0.0407, -0.0426, 0.0, -0.0366, 0.0298, -0.0856, 0.013, 0.0856, 0.0555, 0.0571, 0.1168, 0.0799, 0.0797, 0.0791, 0.1069, 0.1022, 0.1508, 0.1508, 0.2538, 0.3098, 0.3337, 0.3269, 0.2055, 0.2478, 0.1191, 0.1295, -0.164, -0.1505, -0.1912, -0.2029, -0.1134, -0.1917, -0.2065, -0.268, -0.2678, -0.2675, -0.2675, -0.2535, -0.2597, -0.3176, -0.3121, -0.2976, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036052699163042198", "ticker_idx": 0, "ts": "2026-03-23T12:09:26+00:00", "symbol": "ASTS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Great validation for $ASTS. Given Singapore is highly urban, this DSTA pact proves direct-to-cell isn't just for rural dead zones.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish ASTS: DSTA pact validates direct-to-cell technology beyond rural use cases, broadening addressable market.", "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": "@StockSavvyShay Great validation for $ASTS. Given Singapore is highly urban, this DSTA pact proves direct-to-cell isn't just for rural dead zones.", "reply_text": null, "parent_text": "$ASTS has signed a definitive agreement with Singapore’s DSTA to demonstrate space-based cellular broadband connectivity.\n\nThe goal is to extend coverage in remote areas &amp; support emergency &amp; mission-critical operations where terrestrial networks are unavailable. https://t.co/UPKdfJYiXK", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.017077608770645902, "ret_signed_m1d": 0.017077608770645902, "alpha_spy_m1d": 0.027468495773764645, "alpha_c_m1d": 0.027468495773764645, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016285849828455157, "ret_signed_p1d": -0.016285849828455157, "alpha_spy_p1d": -0.012929035351277651, "alpha_c_p1d": -0.012929035351277651, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.1651209995076529, "ret_signed_p1w": -0.1651209995076529, "alpha_spy_p1w": -0.12940125168703331, "alpha_c_p1w": -0.12940125168703331, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": -0.09511418465136978, "ret_signed_p1m": -0.09511418465136978, "alpha_spy_p1m": -0.1694222664959445, "alpha_c_p1m": -0.1694222664959445, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": -0.08776288925056086, "ret_signed_p3m": -0.08776288925056086, "alpha_spy_p3m": -0.23009828424114653, "alpha_c_p3m": -0.23009828424114653, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09511418465136978, "alpha_spy_stated": -0.1694222664959445, "alpha_c_stated": -0.1694222664959445, "price_path": [-0.1173, -0.1173, -0.1863, -0.1917, -0.1554, -0.1786, -0.1786, -0.056, 0.0283, 0.1026, -0.0304, 0.0242, 0.1046, 0.1128, 0.0486, 0.0769, 0.1451, 0.3093, 0.3093, 0.2717, 0.1705, 0.3161, 0.2844, 0.185, 0.2592, 0.3711, 0.3808, 0.2577, 0.1824, 0.3092, 0.1705, 0.0549, 0.1512, 0.1549, 0.0888, 0.0961, -0.0701, -0.0668, -0.0668, -0.061, -0.0451, -0.0228, -0.093, -0.0511, -0.0294, -0.0685, -0.0301, -0.1044, -0.017, 0.0482, 0.1863, 0.0615, 0.0119, 0.0152, -0.0101, -0.0024, -0.015, -0.0235, 0.0078, 0.0823, 0.0262, 0.0641, 0.0171, 0.0, -0.0163, 0.0864, -0.0063, -0.1103, -0.1651, -0.0628, -0.0501, 0.0475, 0.0475, 0.0723, 0.0469, 0.0909, 0.0361, 0.0733, 0.1193, 0.0017, -0.0171, 0.0285, -0.0327, -0.0839, -0.0951, -0.0425, -0.1094, -0.1359, -0.1269, -0.1871, -0.21, -0.1642, -0.1983, -0.2261, -0.2777, -0.2006, -0.2609, -0.1512, -0.0664, -0.1748, -0.1539, -0.0612, -0.0537, -0.018, -0.0036, 0.0131, 0.0883, 0.1972, 0.1972, 0.3538, 0.4657, 0.5052, 0.2826, 0.1949, 0.3365, 0.2184, 0.2134, 0.0586, 0.0412, 0.0033, -0.0124, 0.1034, -0.068, -0.0096, -0.0698, -0.0338, -0.0878, -0.0878, -0.1722, -0.1759, -0.2308, -0.2579, -0.1919, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052127369041793126", "ticker_idx": 0, "ts": "2026-05-06T20:44:26+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tempted to buy more $FLNC after these earnings", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Tempted to add to FLNC position after hyperscaler supply deals, record $5.6B backlog, and margin improvement.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "original", "lang": "en", "tweet_text": "$FLNC up 24% after they announced a supply deal with two major hyperscalers and a record backlog of $5.6B. \n\nThey missed revenue estimates but fixed the margin issue of last quarter. \n\n- Orders doubled to $2 billion year-to-date: This highlights explosive sales momentum. In just a few months, Fluence booked twice as much new business as they did during the same period the previous year.\n\n- Signed supply deals with two major hyperscalers: Because AI computations require immense, uninterrupted power, these companies are turning to utility-scale battery storage to ensure 24/7 reliability and to meet their strict clean energy mandates. Securing master agreements with two of them opens up a massive, highly lucrative customer base with incredibly deep pockets.\n\n- Record $5.6 billion backlog secures future visibility: Sitting on $5.6 billion worth of guaranteed future work provides Fluence with a massive financial safety net. For the market, this kind of visibility drastically reduces the risk surrounding the company's future revenue, showing they have years of locked-in growth ahead.\n\n- Smartstack’s first delivery marks a technical milestone: Smartstack is Fluence's latest high-density battery platform. It uses a unique split-architecture modular design that separates the battery cells from the system's brains (the cooling and control units). This innovation solves major logistical headaches: it removes the need for massive heavy-lift cranes, makes shipping much easier, and packs 30% more energy into the same physical footprint.\n\nWill listen to the earnings call tomorrow as well. Tempted to buy more $FLNC after these earnings.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.28518708959199934, "ret_signed_m1d": -0.28518708959199934, "alpha_spy_m1d": -0.28826260178493424, "alpha_c_m1d": -0.28826260178493424, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.0030755121929348928, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2735899168116449, "ret_signed_p1d": 0.2735899168116449, "alpha_spy_p1d": 0.26533381980047666, "alpha_c_p1d": 0.26533381980047666, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": 0.00825609701116825, "ret_p1w": 0.10384824944702475, "ret_signed_p1w": 0.10384824944702475, "alpha_spy_p1w": 0.08117131339624883, "alpha_c_p1w": 0.08117131339624883, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.02267693605077592, "ret_p1m": 0.2076963983485196, "ret_signed_p1m": 0.2076963983485196, "alpha_spy_p1m": 0.1995359902586904, "alpha_c_p1m": 0.1995359902586904, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.008160408089829208, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2076963983485196, "alpha_spy_stated": 0.1995359902586904, "alpha_c_stated": 0.1995359902586904, "price_path": [0.0227, 0.0011, -0.0764, -0.0807, -0.0269, -0.0269, -0.0627, -0.0812, -0.127, -0.1276, -0.1529, -0.1307, -0.1392, -0.146, -0.1808, -0.203, -0.2135, -0.1671, -0.1692, -0.2209, -0.1724, -0.1102, -0.098, -0.1344, -0.1365, -0.1154, -0.1302, -0.1571, -0.155, -0.2024, -0.1903, -0.1487, -0.1381, -0.2114, -0.2541, -0.3147, -0.2746, -0.3137, -0.2989, -0.2989, -0.3042, -0.3015, -0.3084, -0.2852, -0.2736, -0.2804, -0.2198, -0.1982, -0.2103, -0.2865, -0.3342, -0.3268, -0.2884, -0.2873, -0.2947, -0.2957, -0.349, -0.3764, -0.3579, -0.3574, -0.35, -0.331, -0.2852, 0.0, 0.2736, 0.33, 0.1218, 0.165, 0.1038, 0.0949, 0.03, -0.0559, -0.0016, 0.0643, 0.1328, 0.1328, 0.1244, 0.1186, 0.126, -0.0047, 0.4312, 0.4713, 0.31, 0.4312, 0.2077, 0.2688, 0.2367, 0.1397, 0.2799, 0.2499, 0.2746, 0.2609, 0.2346, 0.3073, 0.3073, 0.3279, 0.1181, 0.0411, 0.0216, 0.0158, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054971234652205510", "ticker_idx": 0, "ts": "2026-05-14T17:04:56+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Wedbush's Dan Ives raised his price target from $40 to $50 while maintaining an Outperform rating", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Wedbush PT raise to $50 on PL with Outperform; author adopts bullish stance amid new contracts and satellite milestones.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL surging to a 52-week high. Wedbush's Dan Ives raised his price target from $40 to $50 while maintaining an Outperform rating.\n\nPlanet is surfing on an excellent $RKLB quarter and some new contracts. \n\nPlanet announced a 7-figure, 2-year deal with the Czech government for AI-powered agriculture monitoring across 25,000 farms. \n\nThey also released first-light imagery from its latest Pelican satellite launch including imagery from Sweden's first sovereign military satellite.", "reply_text": null, "parent_text": null, "quoted_text": "I bought $PL at $4.\n\nI first put it on your radar when I launched this account in Sept '25, and followed up with a full deep dive in Oct '25 when it was trading around $12.\n\nIf you followed along back then, you're sitting on a 200% gain today. https://t.co/XfPQrKRq3D", "parent_author": null, "ret_m1d": -0.05343864284702626, "ret_signed_m1d": -0.05343864284702626, "alpha_spy_m1d": -0.04560616002832696, "alpha_c_m1d": -0.04833863862214993, "bench_spy_m1d": -0.007832482818699305, "bench_c_m1d": -0.005100004224876331, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03299261044230806, "ret_signed_p1d": -0.03299261044230806, "alpha_spy_p1d": -0.02096326668551185, "alpha_c_p1d": -0.015171258197890669, "bench_spy_p1d": -0.012029343756796207, "bench_c_p1d": -0.017821352244417388, "ret_p1w": -0.013011184046908042, "ret_signed_p1w": -0.013011184046908042, "alpha_spy_p1w": -0.005726690398306977, "alpha_c_p1w": 0.009795522251786482, "bench_spy_p1w": -0.007284493648601065, "bench_c_p1w": -0.022806706298694523, "ret_p1m": -0.276254671098475, "ret_signed_p1m": -0.276254671098475, "alpha_spy_p1m": -0.2676737332207356, "alpha_c_p1m": -0.2858243665690394, "bench_spy_p1m": -0.008580937877739392, "bench_c_p1m": 0.00956969547056441, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.276254671098475, "alpha_spy_stated": -0.2676737332207356, "alpha_c_stated": -0.2858243665690394, "price_path": [-0.4791, -0.484, -0.4484, -0.4166, -0.4447, -0.4475, -0.4259, -0.4277, -0.4052, -0.4391, -0.3875, -0.4122, -0.3959, -0.4287, -0.4126, -0.4001, -0.4099, -0.4089, -0.4198, -0.424, -0.4284, -0.3708, -0.4236, -0.3736, -0.214, -0.2142, -0.2605, -0.1782, -0.2472, -0.283, -0.352, -0.3506, -0.2865, -0.1664, -0.1664, -0.1863, -0.1829, -0.1508, -0.2047, -0.1945, -0.2026, -0.2117, -0.2005, -0.0732, -0.1059, -0.1287, -0.1164, -0.0829, -0.1104, -0.1766, -0.1763, -0.1861, -0.2082, -0.141, -0.1427, -0.1046, -0.1373, -0.0778, -0.1812, -0.0929, -0.0279, -0.0548, -0.0534, 0.0, -0.033, -0.0332, -0.0337, -0.0088, -0.013, 0.0304, 0.0304, 0.1227, 0.1729, 0.1942, 0.1882, 0.0795, 0.1173, 0.0021, 0.0114, -0.2514, -0.2393, -0.2758, -0.2862, -0.2061, -0.2763, -0.2895, -0.3446, -0.3443, -0.3441, -0.3441, -0.3316, -0.3371, -0.3889, -0.3841, -0.3711, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2053055141138321905", "ticker_idx": 0, "ts": "2026-05-09T10:11:04+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "16 is still way too low, so I bought", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long FLNC; bought at 16 after earnings call interpretation showed algos underpriced it.", "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": "quote", "lang": "en", "tweet_text": "You can earn so much by just listening to earning calls and interpret the numbers. \n\nThe algo’s just look at the basic earning numbers and decide to trade on that, they don’t interpret them. \n\nThere are so many examples. \n\nFor $FLNC the algo’s pushed it from 12 to 16. If you would have listened to the earnings you realise that 16 is still way too low, so I bought. 1 day later and Fluence now trade at 24. \n\nSame for $WOLF, the numbers in itself weren’t fantastic so algo’s pushed it down 12%. But if you know the company and listen to the earnings call, you would have realised they are on the right track, $WOLF is now up 32% since. \n\nAnother example, but one I couldn’t capitalise on is $AEHR. I remember them beign down 12% in aftermarket. I wanted to buy them but I don’t have broker who supports that. $AEHR is up 50% since. \n\nLearn to interpret the numbers and what you should be looking for in an earnings call and you’ll be a better investor.", "reply_text": null, "parent_text": null, "quoted_text": "Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. \n\nThe earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can https://t.co/bKItxbRMtI", "parent_author": null, "ret_m1d": -0.0424098182416921, "ret_signed_m1d": -0.0424098182416921, "alpha_spy_m1d": -0.040137430705175725, "alpha_c_m1d": -0.040137430705175725, "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": -0.15655960869037344, "ret_signed_p1d": -0.15655960869037344, "alpha_spy_p1d": -0.15504465607578688, "alpha_c_p1d": -0.15504465607578688, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.22552511811122433, "ret_signed_p1w": -0.22552511811122433, "alpha_spy_p1w": -0.22464592745001366, "alpha_c_p1w": -0.22464592745001366, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": -0.07015459729995632, "ret_signed_p1m": -0.07015459729995632, "alpha_spy_p1m": -0.06711120044229735, "alpha_c_p1m": -0.06711120044229735, "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": -0.07015459729995632, "alpha_spy_stated": -0.06711120044229735, "alpha_c_stated": -0.06711120044229735, "price_path": [-0.3056, -0.3088, -0.2683, -0.2683, -0.2953, -0.3092, -0.3436, -0.344, -0.3631, -0.3464, -0.3528, -0.3579, -0.3841, -0.4007, -0.4086, -0.3738, -0.3753, -0.4142, -0.3777, -0.331, -0.3218, -0.3492, -0.3508, -0.3349, -0.346, -0.3662, -0.3646, -0.4003, -0.3912, -0.3599, -0.352, -0.4071, -0.4392, -0.4847, -0.4546, -0.4839, -0.4728, -0.4728, -0.4768, -0.4748, -0.48, -0.4625, -0.4538, -0.459, -0.4134, -0.3971, -0.4063, -0.4635, -0.4994, -0.4939, -0.4649, -0.4641, -0.4697, -0.4705, -0.5105, -0.5311, -0.5172, -0.5168, -0.5113, -0.497, -0.4625, -0.2481, -0.0424, 0.0, -0.1566, -0.1241, -0.17, -0.1768, -0.2255, -0.2901, -0.2493, -0.1998, -0.1482, -0.1482, -0.1546, -0.1589, -0.1534, -0.2517, 0.0761, 0.1062, -0.0151, 0.0761, -0.092, -0.046, -0.0702, -0.1431, -0.0377, -0.0602, -0.0416, -0.0519, -0.0717, -0.017, -0.017, -0.0016, -0.1593, -0.2172, -0.2319, -0.2362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051395247180071176", "ticker_idx": 0, "ts": "2026-05-04T20:15:14+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the best AI companies to have in portfolio. The sheer volume of high-value deals closed, including 47 deals over $10 million, strongly implies that their AIP bootcamps are successfully converting into paid enterprise contracts.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR on Q1 beat: 85% rev growth, 325% EPS, 133% US commercial rev, 60% adj op margins, and 112% surge in remaining deal value signal durable momentum.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR  destroyed Q1 earnings estimates. Revenue grew 85% YoY and EPS 325% YoY. One of the best AI companies to have in portfolio. \n\nThe sheer volume of high-value deals closed, including 47 deals over $10 million, strongly implies that their AIP bootcamps are successfully converting into paid enterprise contracts. \n\nThis momentum has led to a massive acceleration in their corporate sector, with U.S. commercial revenue surging 133% year-over-year, alongside a highly robust 84% growth in U.S. government revenue.\n\nBeyond top-line expansion, the company is exhibiting exceptional operating leverage, with adjusted operating margins hitting a highly efficient 60%. \n\nFinally, the massive 112% surge in U.S. commercial remaining deal value is the ultimate validation of their platform's stickiness, confirming that once enterprises integrate Palantir's AI solutions, they are committing to substantial, long-term partnerships.", "reply_text": null, "parent_text": null, "quoted_text": "$PLTR to report earnings tomorrow. I bought the stock at $30.67 and is my second largest holding at the moment.\n\nSince I bought the stock, the earnings have been spectacular. I expect nothing less tomorrow. Investors are looking for record revenues and EPS.\n\nBehind the figures, I https://t.co/xdE5MUJLET", "parent_author": null, "ret_m1d": 0.0744610024612109, "ret_signed_m1d": 0.0744610024612109, "alpha_spy_m1d": 0.08241938720248565, "alpha_c_m1d": 0.08241938720248565, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.007958384741274749, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.015598633793338701, "ret_signed_p1d": -0.015598633793338701, "alpha_spy_p1d": -0.029498033486112796, "alpha_c_p1d": -0.029498033486112796, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.013899399692774095, "ret_p1w": 0.0006621759654599213, "ret_signed_p1w": 0.0006621759654599213, "alpha_spy_p1w": -0.019247397913046527, "alpha_c_p1w": -0.019247397913046527, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.019909573878506448, "ret_p1m": 0.04628057623904258, "ret_signed_p1m": 0.04628057623904258, "alpha_spy_p1m": 0.004181625607829309, "alpha_c_p1m": 0.004181625607829309, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.04209895063121327, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04628057623904258, "alpha_spy_stated": 0.004181625607829309, "alpha_c_stated": 0.004181625607829309, "price_path": [-0.0434, -0.0001, 0.0515, 0.0265, -0.0017, -0.0499, -0.0331, -0.0331, -0.0213, -0.0039, -0.0075, -0.0049, -0.0391, -0.052, -0.0127, 0.0002, 0.0094, 0.0681, 0.0832, 0.1271, 0.1233, 0.1564, 0.151, 0.1121, 0.1154, 0.1294, 0.1107, 0.1237, 0.141, 0.1241, 0.1455, 0.1087, 0.1834, 0.1388, 0.1402, 0.0857, 0.0526, 0.0121, 0.0763, 0.0778, 0.0923, 0.0923, 0.0884, 0.1042, 0.0357, -0.0399, -0.0578, -0.026, -0.0015, 0.0459, 0.0504, 0.0771, 0.0734, 0.074, 0.1229, 0.0416, 0.0528, 0.0529, 0.0388, 0.0152, 0.0235, 0.06, 0.0745, 0.0, -0.0156, 0.0084, 0.0139, 0.0072, 0.0007, -0.0431, -0.016, -0.0141, -0.0057, -0.0048, 0.0091, 0.0111, 0.0071, 0.0071, 0.0051, -0.025, 0.0547, 0.1518, 0.182, 0.1196, 0.0463, 0.0426, -0.0028, 0.0041, -0.0283, -0.0419, -0.0355, -0.0583, -0.0088, -0.0196, -0.0388, -0.0547, -0.0547, -0.1207, -0.1413, -0.1649, -0.2107, -0.1691, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2052072840736694605", "ticker_idx": 0, "ts": "2026-05-06T17:07:45+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sk Hynix to reach €1.000 in Frankfurt. I'm now up 105% in 2 months. Crazy how clearly undervalued the stock was, and probably still is.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long SK Hynix with €1,000 Frankfurt target; author up 105% and views stock as still clearly undervalued.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Sk Hynix to reach €1.000 in Frankfurt. I’m now up 105% in 2 months.\n\nCrazy how clearly undervalued the stock was, and probably still is. https://t.co/QcgDaPNQr6", "reply_text": null, "parent_text": null, "quoted_text": "I bought 4 new shares today. The first buy I want to share with you is SK Hynix. I bought the stock at €487 at the Frankfurt stock exchange today.\n\nI believe that Hynix is a foundational AI infrastructure play that the broader market is still severely mispricing.\n\nGenerative AI https://t.co/fSbSVDd0gl", "parent_author": null, "ret_m1d": -0.03204352178583658, "ret_signed_m1d": -0.03204352178583658, "alpha_spy_m1d": -0.018334666945814204, "alpha_c_m1d": 0.017196158880931622, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.049239680666768204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019347022038448403, "ret_signed_p1d": 0.019347022038448403, "alpha_spy_p1d": 0.022413104457518984, "alpha_c_p1d": 0.03691838774001299, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.01757136570156459, "ret_p1w": 0.19105196545855452, "ret_signed_p1w": 0.19105196545855452, "alpha_spy_p1w": 0.17949618108714427, "alpha_c_p1w": 0.14976119893534245, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.041290766523212064, "ret_p1m": 0.2517207380798543, "ret_signed_p1m": 0.2517207380798543, "alpha_spy_p1m": 0.22002398846577265, "alpha_c_p1m": 0.11025897631146897, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.14146176176838532, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2517207380798543, "alpha_spy_stated": 0.22002398846577265, "alpha_c_stated": 0.11025897631146897, "price_path": [-0.4647, -0.4714, -0.481, -0.4641, -0.4689, -0.4689, -0.4689, -0.4689, -0.4605, -0.4273, -0.4261, -0.3935, -0.3857, -0.3356, -0.3585, -0.3585, -0.4323, -0.4867, -0.4311, -0.4414, -0.4946, -0.4329, -0.4226, -0.4377, -0.4498, -0.4111, -0.4135, -0.3615, -0.3875, -0.3912, -0.4359, -0.4039, -0.3984, -0.4359, -0.4359, -0.4722, -0.5121, -0.4577, -0.4982, -0.4704, -0.4643, -0.4462, -0.3755, -0.3966, -0.3791, -0.3712, -0.3331, -0.3132, -0.3017, -0.318, -0.295, -0.26, -0.2606, -0.2594, -0.2612, -0.2189, -0.214, -0.2183, -0.2225, -0.2225, -0.1252, -0.1252, -0.032, 0.0, 0.0193, 0.1366, 0.1094, 0.1947, 0.1911, 0.0998, 0.1125, 0.055, 0.055, 0.1729, 0.1735, 0.1735, 0.2406, 0.3561, 0.3841, 0.4108, 0.4289, 0.4271, 0.4271, 0.3896, 0.2517, 0.1556, 0.3394, 0.2384, 0.2705, 0.3001, 0.3835, 0.4404, 0.5244, 0.6236, 0.6714, 0.7651, 0.545, 0.5849, 0.7639, 0.6164, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046212438710767968", "ticker_idx": 0, "ts": "2026-04-20T13:00:36+00:00", "symbol": "Filtronic PLC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Initiated long in Filtronic PLC (~$600M cap): monopoly in E-band GaN SSPAs for SpaceX Starlink, SpaceX-subsidized R&D, potential TAM explosion via V-band.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC listed on AIM London as FTC.L", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. Their technology currently gives SpaceX a massive competitive edge over $AMZN rival LEO project, Project Kuiper.\n\nFiltronic effectively holds a commercial monopoly at the intersection of High-Power + E-Band + Gallium Nitride (GaN) + Solid State Power Amplifiers (SSPAs).\n\nThese components are mandatory for beaming massive amounts of data to space and back without melting the hardware. Alternatives like congested Ka-band or older GaAs technology simply can't compete with their power and efficiency.\n\nWhile the Total Addressable Market (TAM) for E-band ground gateways is niche, Filtronic's IP is next-level.\n\nSpaceX knows this. They’ve signed a warrant agreement granting them up to 15% of Filtronic's shares. In return, SpaceX is essentially funding Filtronic's R&D to develop next-gen V-band GaN SSPAs.\n\nIf they succeed with the V-band, the TAM explodes from thousands of ground stations to tens of millions of consumer and enterprise user terminals.\n\nSo, you basically have a $600M market cap company acting as a massive bottleneck for Starlink. \n\nBy placing huge orders and occupying Filtronic’s production lines, SpaceX is actively securing their own supply and effectively boxing out competitors like $AMZN.\n\nYou get a profitable, zero-debt company whose R&D, which could unlock a massive TAM expansion, is heavily subsidized by their biggest customer. \n\nI'm still digging deeper, but the asymmetry here looks incredibly promising. Read my full article for the deep dive. \n\nAs always, no financial advice. Do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": -0.048979591836734726, "ret_signed_m1d": -0.048979591836734726, "alpha_spy_m1d": -0.05098333390512988, "alpha_c_m1d": -0.052691004418916054, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": 0.003711412582181328, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.020408163265306145, "ret_signed_p1d": 0.020408163265306145, "alpha_spy_p1d": 0.026955056113845632, "alpha_c_p1d": 0.04312192080008481, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.022713757534778667, "ret_p1w": 0.09183673469387754, "ret_signed_p1w": 0.09183673469387754, "alpha_spy_p1w": 0.08273575496960262, "alpha_c_p1w": 0.11781650767944818, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.025979772985570637, "ret_p1m": 0.8346938775510204, "ret_signed_p1m": 0.8346938775510204, "alpha_spy_p1m": 0.7994048083797409, "alpha_c_p1m": 0.8661666516443294, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": -0.03147277409330895, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8346938775510204, "alpha_spy_stated": 0.7994048083797409, "alpha_c_stated": 0.8661666516443294, "price_path": [-0.2571, -0.2245, -0.2, -0.2041, -0.2163, -0.2449, -0.2531, -0.2286, -0.2531, -0.2408, -0.2041, -0.1878, -0.1857, -0.1673, -0.1918, -0.1959, -0.2, -0.1959, -0.1673, -0.1796, -0.1633, -0.1755, -0.1796, -0.1918, -0.1837, -0.1837, -0.1918, -0.1755, -0.1837, -0.2327, -0.1918, -0.2041, -0.2184, -0.2694, -0.2204, -0.1939, -0.2041, -0.2163, -0.2429, -0.2367, -0.2469, -0.3082, -0.3429, -0.3061, -0.3061, -0.249, -0.2531, -0.2367, -0.2327, -0.2163, -0.1796, -0.1633, -0.1633, -0.1633, -0.1673, -0.1347, -0.1673, -0.1837, -0.1878, -0.1592, -0.1184, -0.098, -0.049, 0.0, 0.0204, 0.098, 0.1551, 0.2082, 0.0918, 0.0735, 0.102, 0.1878, 0.1714, 0.1714, 0.4286, 0.3878, 0.6531, 0.551, 0.5286, 0.4612, 0.6449, 0.6653, 0.6531, 0.6776, 0.8347, 0.9143, 0.6531, 0.5469, 0.5469, 0.6735, 0.5878, 0.4898, 0.5918, 0.6122, 0.4694, 0.1714, 0.3306, 0.3878, 0.5918, 0.3878, 0.2857, 0.2653, 0.3265, 0.3735, 0.5367, 0.5102, 0.5102, 0.5388, 0.551, 0.3878, 0.2653, 0.1429, -0.0612, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043768618794516936", "ticker_idx": 0, "ts": "2026-04-13T19:09:44+00:00", "symbol": "Amprius", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This year, I see them moving to $27.5. Always for companies like Amprius. They have the best product in a fast growing category.", "tweet_type": "prediction", "timeline": "months", "summary": "Long Amprius to $27.5 this year; best product in fast-growing drone/eVTOL category, full potential by 2030.", "resolved_tickers": ["AMPX"], "resolution_method": "exchange_ticker", "resolution_reason": "Amprius Technologies listed on NYSE as AMPX", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@k_bhor This year, I see them moving to $27.5. Always for companies like Amprius. They have the best product in a fast growing category. But it can take until 2030 before the drone and eVTOL industry fully develops. So it depens on when the market realises the full potential.", "reply_text": null, "parent_text": "@Kaizen_Investor Is it still a buy long term? You have a price target and timeline?", "quoted_text": null, "parent_author": "k_bhor", "ret_m1d": -0.06362153970230844, "ret_signed_m1d": -0.06362153970230844, "alpha_spy_m1d": -0.05394366893733571, "alpha_c_m1d": -0.056616469853518314, "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": -0.027188690407539906, "ret_signed_p1d": -0.027188690407539906, "alpha_spy_p1d": -0.039373567617380645, "alpha_c_p1d": -0.03077823190724105, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.0035895414997011432, "ret_p1w": 0.06634047097303619, "ret_signed_p1w": 0.06634047097303619, "alpha_spy_p1w": 0.033371583664175475, "alpha_c_p1w": 0.05956688732053106, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.006773583652505133, "ret_p1m": 0.023926076599289692, "ret_signed_p1m": 0.023926076599289692, "alpha_spy_p1m": -0.05198121598091121, "alpha_c_p1m": 0.014547166284693436, "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": 0.023926076599289692, "alpha_spy_stated": -0.05198121598091121, "alpha_c_stated": 0.014547166284693436, "price_path": [-0.4367, -0.4481, -0.4018, -0.4018, -0.3926, -0.3872, -0.3502, -0.3926, -0.4073, -0.3703, -0.3486, -0.2616, -0.3235, -0.2849, -0.2017, -0.3257, -0.4247, -0.3344, -0.3208, -0.3719, -0.3959, -0.4459, -0.4579, -0.4579, -0.4687, -0.4611, -0.4372, -0.4823, -0.4454, -0.4127, -0.3986, -0.3736, -0.4165, -0.3698, -0.3676, -0.3176, -0.1903, -0.112, -0.0364, -0.0212, 0.0109, -0.0054, -0.0239, 0.0163, 0.0538, 0.0277, 0.0392, -0.0103, 0.0158, -0.0343, -0.025, -0.0669, -0.1234, -0.1996, -0.0832, -0.1561, -0.13, -0.13, -0.0451, -0.0919, -0.0799, -0.1218, -0.0636, 0.0, -0.0272, -0.0049, 0.0402, 0.0152, 0.0663, 0.1653, 0.2338, 0.1816, 0.1234, 0.1648, 0.0707, 0.106, 0.1452, 0.1349, 0.1082, 0.1637, 0.2066, -0.124, -0.0919, -0.0386, 0.0239, -0.0473, -0.0283, -0.0837, -0.137, -0.1582, -0.1805, -0.168, -0.1283, -0.1283, -0.0305, -0.0669, 0.1338, 0.1028, 0.1827, 0.2458, 0.1822, 0.2257, 0.0707, 0.0239, -0.0527, -0.1066, -0.0701, -0.1131, -0.0854, -0.1577, -0.1843, -0.1207, -0.1207, -0.149, -0.2322, -0.3192, -0.317, -0.298, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041047927573946546", "ticker_idx": 0, "ts": "2026-04-06T06:58:41+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SK Hynix has resolved the technical issues with its latest-generation chips and is now investing heavily to flood the market with its product before the competition can do so", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Hynix: 1c DRAM yield resolved, tripling EUV investment to mass-produce HBM4E ahead of competition for NVDA's Vera Rubin Ultra ramp.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like the yield of SK Hynix newest 1c DRAM has risen to 80%. Last year, they were still struggling with this. \n\nThe fact that they are now tripling their investments proves that the teething problems have been ironed out and they are ready for mass production.\n\n$NVDA plans to launch its new Vera Rubin Ultra AI chips by the end of next year, and these chips require the very latest HBM4E memory chips. \n\nSK Hynix is now making massive investments to ensure it can deliver these chips on time and in large volumes to its largest customer.\n\nSK Hynix has resolved the technical issues with its latest-generation chips and is now investing heavily to flood the market with its product before the competition can do so.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix Triples EUV Investment… Strengthening 1c DRAM\n\nSK Hynix is accelerating efforts to strengthen competitiveness in its leading-edge 10nm-class 6th-generation (1c) DRAM process. Investment in extreme ultraviolet (EUV) equipment for this process has been expanded roughly https://t.co/SGkjOfKsGR", "parent_author": null, "ret_m1d": -0.03275110809326065, "ret_signed_m1d": -0.03275110809326065, "alpha_spy_m1d": -0.028046500958602283, "alpha_c_m1d": -0.023508208046379875, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1277292533208676, "ret_signed_p1d": 0.1277292533208676, "alpha_spy_p1d": 0.12728925275624037, "alpha_c_p1d": 0.11782980688064915, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.2041484827908595, "ret_signed_p1w": 0.2041484827908595, "alpha_spy_p1w": 0.16291500649294144, "alpha_c_p1w": 0.08454652300103138, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.7478166041675909, "ret_signed_p1m": 0.7478166041675909, "alpha_spy_p1m": 0.6494146290126712, "alpha_c_p1m": 0.42782572599305335, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.7478166041675909, "alpha_spy_stated": 0.6494146290126712, "alpha_c_stated": 0.42782572599305335, "price_path": [-0.1762, -0.1893, -0.1838, -0.1958, -0.1914, -0.1838, -0.1762, -0.1675, -0.1904, -0.1936, -0.1773, -0.1642, -0.198, -0.1282, -0.0836, -0.0618, -0.0095, -0.0956, -0.0116, -0.0193, -0.0825, -0.0857, -0.0334, -0.0454, -0.0629, -0.0324, -0.0411, -0.0411, -0.0411, -0.0411, -0.0258, 0.0341, 0.0363, 0.0951, 0.1093, 0.1998, 0.1583, 0.1583, 0.0251, -0.0731, 0.0273, 0.0087, -0.0873, 0.024, 0.0426, 0.0153, -0.0066, 0.0633, 0.059, 0.1528, 0.1059, 0.0993, 0.0186, 0.0764, 0.0862, 0.0186, 0.0186, -0.0469, -0.119, -0.0207, -0.0939, -0.0437, -0.0328, 0.0, 0.1277, 0.0895, 0.1212, 0.1354, 0.2041, 0.2402, 0.2609, 0.2314, 0.2729, 0.3362, 0.3352, 0.3373, 0.3341, 0.4105, 0.4192, 0.4116, 0.4039, 0.4039, 0.5797, 0.5797, 0.7478, 0.8057, 0.8406, 1.0524, 1.0033, 1.1572, 1.1507, 0.9858, 1.0087, 0.905, 0.905, 1.1179, 1.119, 1.119, 1.2402, 1.4487, 1.4993, 1.5474, 1.5801, 1.5768, 1.5768, 1.5092, 1.2602, 1.0866, 1.4185, 1.2362, 1.2941, 1.3476, 1.4982, 1.6009, 1.7526, 1.9317, 2.018, 2.1872, 1.7898, 1.8618, 2.185, 1.9186, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041047927573946546", "ticker_idx": 1, "ts": "2026-04-06T06:58:41+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NVDA plans to launch its new Vera Rubin Ultra AI chips by the end of next year, and these chips require the very latest HBM4E memory chips", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish SK Hynix: 1c DRAM yield resolved, tripling EUV investment to mass-produce HBM4E ahead of competition for NVDA's Vera Rubin Ultra ramp.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like the yield of SK Hynix newest 1c DRAM has risen to 80%. Last year, they were still struggling with this. \n\nThe fact that they are now tripling their investments proves that the teething problems have been ironed out and they are ready for mass production.\n\n$NVDA plans to launch its new Vera Rubin Ultra AI chips by the end of next year, and these chips require the very latest HBM4E memory chips. \n\nSK Hynix is now making massive investments to ensure it can deliver these chips on time and in large volumes to its largest customer.\n\nSK Hynix has resolved the technical issues with its latest-generation chips and is now investing heavily to flood the market with its product before the competition can do so.", "reply_text": null, "parent_text": null, "quoted_text": "SK Hynix Triples EUV Investment… Strengthening 1c DRAM\n\nSK Hynix is accelerating efforts to strengthen competitiveness in its leading-edge 10nm-class 6th-generation (1c) DRAM process. Investment in extreme ultraviolet (EUV) equipment for this process has been expanded roughly https://t.co/SGkjOfKsGR", "parent_author": null, "ret_m1d": -0.0014073470308804126, "ret_signed_m1d": -0.0014073470308804126, "alpha_spy_m1d": 0.0032972601037779548, "alpha_c_m1d": 0.007835553016000363, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00258955293576979, "ret_signed_p1d": 0.00258955293576979, "alpha_spy_p1d": 0.00214955237114256, "alpha_c_p1d": -0.007309893504448661, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.06569468420990177, "ret_signed_p1w": 0.06569468420990177, "alpha_spy_p1w": 0.024461207911983696, "alpha_c_p1w": -0.05390727557992636, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.10616977842432518, "ret_signed_p1m": 0.10616977842432518, "alpha_spy_p1m": 0.0077678032694055155, "alpha_c_p1m": -0.21382109975021235, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10616977842432518, "alpha_spy_stated": 0.0077678032694055155, "alpha_c_stated": -0.21382109975021235, "price_path": [0.0645, 0.0416, 0.0406, 0.041, 0.0459, 0.0309, 0.0529, 0.0483, 0.0483, 0.0024, 0.0319, 0.0405, 0.0564, 0.0497, 0.0612, 0.0781, 0.0836, 0.0759, 0.0448, 0.0151, -0.0195, -0.0325, 0.0437, 0.0697, 0.0613, 0.0698, 0.0523, 0.029, 0.029, 0.0412, 0.0582, 0.0577, 0.0685, 0.0782, 0.0856, 0.1008, 0.0408, -0.0026, 0.0272, 0.0135, 0.0303, 0.032, 0.001, 0.0281, 0.0401, 0.0472, 0.031, 0.0147, 0.0314, 0.0241, 0.0155, 0.0052, -0.0278, -0.0113, -0.0137, 0.0059, -0.036, -0.057, -0.0702, -0.0182, -0.0106, -0.0014, -0.0014, 0.0, 0.0026, 0.025, 0.0353, 0.0619, 0.0657, 0.1062, 0.1195, 0.1166, 0.1353, 0.1375, 0.1252, 0.1399, 0.1238, 0.1724, 0.2194, 0.2, 0.1779, 0.1235, 0.1171, 0.1173, 0.1062, 0.17, 0.1906, 0.2114, 0.2353, 0.2429, 0.2713, 0.3271, 0.2684, 0.2515, 0.2419, 0.258, 0.2357, 0.2122, 0.2122, 0.2095, 0.1968, 0.2061, 0.1886, 0.263, 0.2543, 0.2089, 0.2324, 0.1559, 0.1759, 0.1733, 0.1296, 0.1546, 0.1564, 0.1974, 0.1689, 0.1534, 0.1874, 0.1874, 0.1759, 0.1274, 0.1215, 0.1032, 0.0851, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067698635513471322", "ticker_idx": 0, "ts": "2026-06-18T19:59:05+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's one of the most undervalued AI stocks at the moment", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long WOLF; author calls it one of the most undervalued AI stocks despite extreme volatility.", "resolved_tickers": ["WOLF"], "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": "$WOLF is the most volatile stock I own. It goes up or down in double digits 😅\n\nIf you can handle the volatility, it’s one of the most undervalued AI stocks at the moment. https://t.co/FupmzuGZT8", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market https://t.co/FWIuyYGriL", "parent_author": null, "ret_m1d": -0.1518899363156191, "ret_signed_m1d": -0.1518899363156191, "alpha_spy_m1d": -0.14159992900192775, "alpha_c_m1d": -0.0974708996514233, "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": -0.16756660786367183, "ret_signed_p1w": -0.16756660786367183, "alpha_spy_p1w": -0.15090752625013482, "alpha_c_p1w": -0.13271178603271705, "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": [-0.7109, -0.7096, -0.6778, -0.707, -0.7311, -0.7422, -0.7157, -0.7135, -0.6957, -0.6957, -0.6856, -0.6703, -0.6419, -0.5745, -0.5955, -0.5793, -0.5994, -0.5837, -0.5377, -0.5548, -0.5414, -0.5698, -0.5166, -0.5201, -0.456, -0.4832, -0.5497, -0.5536, -0.4856, -0.3597, -0.374, -0.362, -0.2496, -0.2134, -0.1883, -0.1237, -0.0643, 0.0904, 0.2186, 0.0822, 0.0338, 0.0247, 0.0211, 0.2106, 0.2174, 0.2174, 0.2803, 0.1019, 0.1331, 0.0326, -0.0777, 0.0636, 0.0742, 0.1681, -0.0409, -0.0347, -0.1503, -0.2437, -0.2068, -0.2486, -0.1449, -0.2162, -0.1519, 0.0, 0.0, -0.0773, -0.1481, -0.201, -0.1676, -0.1993, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2063729564036272273", "ticker_idx": 0, "ts": "2026-06-07T21:07:24+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you are looking for an entry in $PL, you can use the deep-dive for informational purposes", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Suggests $PL as a potential entry point, framing the deep-dive as support for a long position.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Probably not the best time to post a deep dive, but I promised you the deep dive this weekend. I try to be a man of my word. \n\nI don't know what will happen to the market tomorrow, but if you are looking for an entry in $PL, you can use the deep-dive for informational purposes. \n\nI tried to answer as many questions as possible in the deep-dive but couldn't fit everything in. If you have questions regarding Planet, feel free to reach out.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/hGMVrEtXF5", "parent_author": null, "ret_m1d": -0.015882725446091817, "ret_signed_m1d": -0.015882725446091817, "alpha_spy_m1d": -0.013623667733913769, "alpha_c_m1d": -0.01905026293963097, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.003167537493539152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04795362008809689, "ret_signed_p1d": -0.04795362008809689, "alpha_spy_p1d": -0.0450181695372891, "alpha_c_p1d": -0.0592995799338879, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01134595984579101, "ret_p1w": -0.06597439352550127, "ret_signed_p1w": -0.06597439352550127, "alpha_spy_p1w": -0.08709132662411556, "alpha_c_p1w": -0.09505909191875683, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.02908469839325556, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.223, -0.2373, -0.2428, -0.2486, -0.1729, -0.2422, -0.1765, 0.0333, 0.033, -0.0278, 0.0803, -0.0104, -0.0574, -0.1481, -0.1463, -0.062, 0.0959, 0.0959, 0.0696, 0.0742, 0.1164, 0.0455, 0.0589, 0.0483, 0.0363, 0.051, 0.2184, 0.1753, 0.1454, 0.1616, 0.2056, 0.1695, 0.0825, 0.0828, 0.0699, 0.0409, 0.1292, 0.1271, 0.1772, 0.1341, 0.2123, 0.0764, 0.1924, 0.2779, 0.2425, 0.2443, 0.3146, 0.2712, 0.2709, 0.2703, 0.303, 0.2975, 0.3546, 0.3546, 0.4759, 0.5418, 0.5699, 0.562, 0.4191, 0.4688, 0.3173, 0.3296, -0.0159, 0.0, -0.048, -0.0617, 0.0437, -0.0486, -0.066, -0.1384, -0.1381, -0.1378, -0.1378, -0.1213, -0.1286, -0.1967, -0.1903, -0.1732, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044790412229960025", "ticker_idx": 0, "ts": "2026-04-16T14:49:59+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market is starting to realise how well SpaceX and Planet can work together.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL: market recognizing SpaceX/Planet synergy; stock up 12% with more upside implied as short squeeze and partnership thesis play out.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like the market is not giving you any cheap entry tickets to $PL. Even with the short-term selling pressure due to the warrants, a small short squeeze is real. \n\nPlanet is up 12% today. More than any other space stock. \n\nMarket is starting to realise how well SpaceX and Planet can work together.", "reply_text": null, "parent_text": null, "quoted_text": "If you are looking for an entry into $PL, I would wait until 27/04. There are many short-term technical mechanics going on behind the scenes. \n\nFor those who don't want to read the whole analysis. I think there is a possibility that you can buy the stock around $25, while the https://t.co/cAyJqo4IAo", "parent_author": null, "ret_m1d": -0.13737777954587793, "ret_signed_m1d": -0.13737777954587793, "alpha_spy_m1d": -0.13492645565393813, "alpha_c_m1d": -0.14236810315492487, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": 0.004990323609046943, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.035347201528862615, "ret_signed_p1d": -0.035347201528862615, "alpha_spy_p1d": -0.04743288763050668, "alpha_c_p1d": -0.054016843704456474, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.01866964217559386, "ret_p1w": -0.04011026569572462, "ret_signed_p1w": -0.04011026569572462, "alpha_spy_p1w": -0.04978736124494265, "alpha_c_p1w": -0.06206772549716777, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.021957459801443147, "ret_p1m": 0.04336925466800756, "ret_signed_p1m": 0.04336925466800756, "alpha_spy_p1m": -0.01008971700911987, "alpha_c_p1m": 0.037087368602459536, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.006281886065548026, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04336925466800756, "alpha_spy_stated": -0.01008971700911987, "alpha_c_stated": 0.037087368602459536, "price_path": [-0.2785, -0.2981, -0.3387, -0.3467, -0.3246, -0.3515, -0.2963, -0.3011, -0.3394, -0.374, -0.4272, -0.3996, -0.4542, -0.4878, -0.442, -0.3978, -0.4287, -0.4573, -0.466, -0.438, -0.438, -0.4432, -0.4049, -0.3705, -0.4009, -0.4039, -0.3805, -0.3826, -0.3582, -0.3948, -0.3392, -0.3658, -0.3482, -0.3836, -0.3663, -0.3527, -0.3632, -0.3622, -0.374, -0.3785, -0.3833, -0.3211, -0.378, -0.3241, -0.1519, -0.1522, -0.2021, -0.1133, -0.1878, -0.2264, -0.3008, -0.2993, -0.2301, -0.1005, -0.1005, -0.1221, -0.1183, -0.0837, -0.1419, -0.1309, -0.1396, -0.1494, -0.1374, 0.0, -0.0353, -0.0599, -0.0466, -0.0105, -0.0401, -0.1116, -0.1113, -0.1218, -0.1457, -0.0732, -0.075, -0.0338, -0.0692, -0.005, -0.1166, -0.0213, 0.0489, 0.0198, 0.0213, 0.079, 0.0434, 0.0431, 0.0426, 0.0694, 0.0649, 0.1118, 0.1118, 0.2113, 0.2655, 0.2885, 0.282, 0.1647, 0.2056, 0.0812, 0.0913, -0.1923, -0.1792, -0.2186, -0.2299, -0.1434, -0.2191, -0.2334, -0.2928, -0.2926, -0.2923, -0.2923, -0.2788, -0.2848, -0.3407, -0.3354, -0.3214, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051626526278406599", "ticker_idx": 0, "ts": "2026-05-05T11:34:15+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated a position in $WOLF yesterday. I bought the stock at $36. I believe 300mm SiC wafers will be a real game changer. The market is not pricing this in at all.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long WOLF at $36; thesis is 300mm SiC wafers unlocking datacenter/space markets, currently unpriced by market despite chapter-11 risks.", "resolved_tickers": ["WOLF"], "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 initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market will grow rapidly in the upcoming years. \n\nFiltronic is buying the GaN on SiC amps from $MTSI. MACOM bought this division form Wolfspeed. $WOLF sold this division in order to make sure they can be entirely focused on their SiC division. \n\nThey still have a sales agreement with MACOM and are selling their 200mm SiC wafers to MACOM. While most competitors are still refining the 150mm SiC wafers, Wolfspeed is already developing 300mm SiC wafers. \n\n300mm SiC wafers are a game changer for datacenters and for space. 300mm SiC wafers provide 4x the surface area of 150 mm SiC wafers. This geometry yields vastly more chips per wafer and reduces edge waste, drastically lowering the manufacturing cost per device through economies of scale. \n\n$WOLF is currently valued at ~$1.7B with an EV of ~$2.6B and ~$800m debt. The market is giving zero premium for future growth or IP. Being the main innovator in the SiC space, I think the market will soon start to give a premium again. \n\nTheir main sales market now is the EV market. Which is unreliable and often cyclical. I understand the market does not want to give a premium for this. But with the change to 200mm SiC wafers and 300mm SiC wafers, they enter the datacenter and space market. \n\nWolfspeed is not without risk. The company basically went bankrupt in June 2025. They needed protection from chapter 11. They have negative free cash flow with ~$800m debt. They need to invest heavily in R&D for the 300mm SiC wafers and got some competition. \n\nThey needed government funding under the chips and science act, securing a first $750m with the possibility on another $1B. \n\nI’m willing to take this risk as I believe 300mm SiC wafers will be a real game changer. Even with the 200mm SiC wafers, they were able to grow the datacenter segment with 50%. This segment will become more and more important for them. The market is not pricing this in at all. \n\nPlease note that they report earnings tonight after the bell, which is not ideal. They are still dependent on the EV market (75% of the revenues). So, it can be that they miss earnings tonight but still confirm my thesis. If you don’t feel confident in the thesis, please wait until after the earnings tonight before possibly initiating a position. It’s possible that the stock drops 25% due to the EV market but confirming the datacenter thesis. \n\nPlease note that this is not financial advice. I just map my own financial journey. If you want to initiate a possition, make sure you do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/qOJEz5cXjs", "parent_author": null, "ret_m1d": -0.018837084938194693, "ret_signed_m1d": -0.018837084938194693, "alpha_spy_m1d": -0.010878700196919944, "alpha_c_m1d": 0.011582463593856618, "bench_spy_m1d": -0.007958384741274749, "bench_c_m1d": -0.03041954853205131, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.1760851917788746, "ret_signed_p1d": 0.1760851917788746, "alpha_spy_p1d": 0.1621857920861005, "alpha_c_p1d": 0.12429539821523483, "bench_spy_p1d": 0.013899399692774095, "bench_c_p1d": 0.051789793563639774, "ret_p1w": 0.46655745711850294, "ret_signed_p1w": 0.46655745711850294, "alpha_spy_p1w": 0.4466478832399965, "alpha_c_p1w": 0.39278524533238524, "bench_spy_p1w": 0.019909573878506448, "bench_c_p1w": 0.0737722117861177, "ret_p1m": 0.6835925845119963, "ret_signed_p1m": 0.6835925845119963, "alpha_spy_p1m": 0.6414936338807831, "alpha_c_p1m": 0.4631750876505152, "bench_spy_p1m": 0.04209895063121327, "bench_c_p1m": 0.22041749686148115, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.576, -0.5703, -0.5935, -0.5687, -0.5078, -0.5632, -0.5157, -0.5157, -0.478, -0.4652, -0.4797, -0.4906, -0.4958, -0.4499, -0.4412, -0.4483, -0.4616, -0.421, -0.4308, -0.4379, -0.4829, -0.5476, -0.5152, -0.5474, -0.5031, -0.5367, -0.5441, -0.4993, -0.5116, -0.5419, -0.5343, -0.5545, -0.5468, -0.5449, -0.4949, -0.5408, -0.5785, -0.596, -0.5545, -0.5509, -0.5231, -0.5231, -0.5072, -0.4832, -0.4387, -0.3331, -0.3661, -0.3407, -0.3721, -0.3475, -0.2755, -0.3022, -0.2812, -0.3257, -0.2424, -0.2479, -0.1474, -0.19, -0.2943, -0.3003, -0.1938, 0.0035, -0.0188, 0.0, 0.1761, 0.2329, 0.2722, 0.3735, 0.4666, 0.709, 0.9099, 0.6962, 0.6203, 0.6061, 0.6003, 0.8974, 0.908, 0.908, 1.0066, 0.727, 0.7759, 0.6183, 0.4455, 0.6669, 0.6836, 0.8307, 0.5031, 0.513, 0.3317, 0.1854, 0.2432, 0.1777, 0.3402, 0.2285, 0.3292, 0.5673, 0.5673, 0.4461, 0.3352, 0.2523, 0.3047, 0.255, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2066966567972470912", "ticker_idx": 0, "ts": "2026-06-16T19:30:06+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the fundamentals and projects of Planet have never been stronger. It's no time to panic here ... If the market punishes Planet even more, I'm sure that I'll concentrate my portfolio even more around $PL", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL: selloff is overdone, fundamentals strongest ever, will add more if price falls further.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL now almost down 50% after announcing a (at that time) 10% atm. \n\nOn a short-term technical level, the announcement was awfully chosen. Together with the capital outflow to SpaceX, algo’s put their sights on Planet to pull the stock down. \n\nBut we have been at these levels before not even 3 months ago and as I explained in my deep-dive, the fundamentals and projects of Planet have never been stronger. \n\nIt’s no time to panic here, look at how long IREN took to get back to normal levels after their ATM. The market is scared of the word and this brings opportunities imo. \n\nWhen I bought Planet at $4, the stock was down 35% one month later. Drawbacks happen with these high volatility stocks. \n\nAm I loading more at the moment? \n\nNot yet, I can afford to be really patient here. I’m in the stock since $4 and Planet has grown to my highest allocation, portfoliowise it would not be a great decision make my allocation even higher. \n\nIf the market punishes Planet even more, I’m sure that I’ll concentrate my portfolio even more around $PL.", "reply_text": null, "parent_text": null, "quoted_text": "$PL down almost 10% today as they announced the redemption of Public Warrants over the weekend. \n\nPlanet will redeem all of its outstanding public warrants.  Holders will be able to activate their warrants until the end of April. This will create a short-term pressure on the https://t.co/QuEZd2hXHN", "parent_author": null, "ret_m1d": 0.08401279390816763, "ret_signed_m1d": 0.08401279390816763, "alpha_spy_m1d": 0.07801547768638062, "alpha_c_m1d": 0.09051830577517728, "bench_spy_m1d": 0.005997316221787008, "bench_c_m1d": -0.00650551186700965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003544923504565922, "ret_signed_p1d": 0.0003544923504565922, "alpha_spy_p1d": 0.012842363235508025, "alpha_c_p1d": 0.0017445575348520315, "bench_spy_p1d": -0.012487870885051433, "bench_c_p1d": -0.0013900651843954392, "ret_p1w": 0.011343552377106825, "ret_signed_p1w": 0.011343552377106825, "alpha_spy_p1w": 0.031148364355232716, "alpha_c_p1w": 0.01835885687231431, "bench_spy_p1w": -0.01980481197812589, "bench_c_p1w": -0.007015304495207486, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.0443, 0.1992, 0.1989, 0.1283, 0.2538, 0.1485, 0.0939, -0.0113, -0.0092, 0.0886, 0.2719, 0.2719, 0.2414, 0.2467, 0.2956, 0.2134, 0.229, 0.2166, 0.2028, 0.2198, 0.414, 0.3641, 0.3293, 0.3481, 0.3991, 0.3573, 0.2563, 0.2566, 0.2418, 0.2081, 0.3105, 0.308, 0.3662, 0.3162, 0.4069, 0.2492, 0.3839, 0.4832, 0.442, 0.4442, 0.5257, 0.4754, 0.475, 0.4743, 0.5122, 0.5058, 0.5721, 0.5721, 0.7129, 0.7894, 0.822, 0.8128, 0.6469, 0.7047, 0.5289, 0.5431, 0.1421, 0.1606, 0.1049, 0.089, 0.2113, 0.1042, 0.084, 0.0, 0.0004, 0.0007, 0.0007, 0.0199, 0.0113, -0.0677, -0.0603, -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]}
{"unit_id": "quote:2046633380410798583", "ticker_idx": 0, "ts": "2026-04-21T16:53:17+00:00", "symbol": "Filtronic PLC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If Filtronic can successfully adapt its proven E-band expertise into this emerging V-band market, it is positioned to capture a virtual monopoly in a rapidly growing, multi-billion-dollar industry.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Filtronic: sole affordable V-band GaN packager for Starlink/Kuiper, positioned for virtual monopoly in multi-billion-dollar market.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC listed on AIM London as FTC.L", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Major players like SpaceX and $AMZN have already secured FCC approval for thousands of V-band satellites, while companies like Astra Space and Boeing are actively exploring their own constellations.\n\nCurrently, only a few suppliers can manufacture the necessary V-band GaN amplifiers. However, they produce expensive, unpackaged, and low-volume aerospace parts. \n\nThis creates a massive bottleneck for networks like Starlink and Project Kuiper, which rely on millions of cheap, ready-to-use modules.\n\nTo solve this, SpaceX is funding Filtronic to transform these raw GaN chips into affordable, mass-manufactured components for consumer hardware.\n\nNotably, Filtronic is also running a separate multi-million dollar R&D project with an unnamed US partner, which many speculate could be Amazon.\n\nSo, why Filtronic? \n\nEven if a company acquires a bare V-band GaN chip, they still face the massive engineering challenge of wiring, packaging, and cooling it so it doesn't melt a plastic satellite dish during an Arizona summer.\n\nFiltronic’s core expertise lies in advanced RF packaging and thermal management. They excel at turning raw, heat-intensive chips into rugged, highly efficient plug-and-play modules that integrate perfectly into phased-array antennas.\n\nIf Filtronic can successfully adapt its proven E-band expertise into this emerging V-band market, it is positioned to capture a virtual monopoly in a rapidly growing, multi-billion-dollar industry.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a new position in Filtronic PLC, $FTC last Friday. It's unbelievable how this company has stayed under the radar for this long.\n\nAt a ~$600M market cap, this company is a critical chokepoint for SpaceX's Starlink constellation. 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{"unit_id": "quote:2040888752596230323", "ticker_idx": 0, "ts": "2026-04-05T20:26:11+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Got a feeling that 2026 will start fantastic again for $PL thanks to some extra unforeseen \"project\" revenues. Still undervalued on X, as they are one of the most important space companies at the moment. The lead on competition is immense and the runway for future revenue growth is clear.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long Planet Labs: undervalued, immense competitive lead, 2026 poised for extra government 'project' revenues and clear revenue growth runway.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Got a feeling that 2026 will start fantastic again for $PL thanks to some extra unforeseen “project” revenues. \n\nStill undervalued on X, as they are one of the most important space companies at the moment. \n\nThe lead on competition is immense and the runway for future revenue growth is clear.", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Planet Labs agrees to indefinitely withhold satellite images of the Iran region at the request of the U.S. government.", "parent_author": null, "ret_m1d": 0.024557412881498264, "ret_signed_m1d": 0.024557412881498264, "alpha_spy_m1d": 0.02926202001615663, "alpha_c_m1d": 0.02966037109188069, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004283201291289229, "ret_signed_p1d": 0.004283201291289229, "alpha_spy_p1d": 0.0038432007266619994, "alpha_c_p1d": 0.006287958105106739, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": -0.019988599479994207, "ret_signed_p1w": -0.019988599479994207, "alpha_spy_p1w": -0.06122207577791228, "alpha_c_p1w": -0.06931719551369064, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.06025130162109371, "ret_signed_p1m": 0.06025130162109371, "alpha_spy_p1m": -0.03815067353382595, "alpha_c_p1m": 0.012866596742873826, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3544, -0.3592, -0.3515, -0.2736, -0.277, -0.2367, -0.1925, -0.1782, -0.1782, -0.2005, -0.2467, -0.2559, -0.2307, -0.2613, -0.1985, -0.2039, -0.2476, -0.287, -0.3475, -0.3161, -0.3784, -0.4166, -0.3644, -0.3141, -0.3492, -0.3818, -0.3918, -0.3598, -0.3598, -0.3658, -0.3221, -0.283, -0.3175, -0.321, -0.2944, -0.2967, -0.269, -0.3107, -0.2473, -0.2776, -0.2576, -0.2978, -0.2781, -0.2627, -0.2747, -0.2736, -0.287, -0.2921, -0.2975, -0.2267, -0.2915, -0.2302, -0.034, -0.0343, -0.0911, 0.01, -0.0748, -0.1188, -0.2036, -0.2019, -0.1231, 0.0246, 0.0246, 0.0, 0.0043, 0.0437, -0.0226, -0.01, -0.02, -0.0311, -0.0174, 0.1391, 0.0988, 0.0708, 0.086, 0.1271, 0.0934, 0.012, 0.0123, 0.0003, -0.0268, 0.0557, 0.0537, 0.1005, 0.0603, 0.1334, 0.0063, 0.1148, 0.1947, 0.1616, 0.1633, 0.229, 0.1885, 0.1882, 0.1876, 0.2182, 0.213, 0.2664, 0.2664, 0.3798, 0.4415, 0.4677, 0.4603, 0.3267, 0.3732, 0.2316, 0.243, -0.08, -0.0651, -0.1099, -0.1228, -0.0243, -0.1105, -0.1268, -0.1945, -0.1942, -0.1939, -0.1939, -0.1785, -0.1853, -0.249, -0.243, -0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034624934270439537", "ticker_idx": 0, "ts": "2026-03-19T13:36:00+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at the moment things are looking good for Satellogic. They have a backlog of $65 million, and they forecast that $28 million will be recognized as revenue in 2026. It looks like they are able to scale from here and should be able to generate a positive EBITDA before the free cash burns out.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish SATL post-Q4: 94% revenue growth, ~80% gross margin, $65M backlog, on track to reach positive EBITDA before cash runs out.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$SATL just posted some great Q4 earnings. They are now up 10% in pre-market. \n\nLots to like about these earnings. The main thing that stands out is the revenues. Satellogic reported a 94% YoY revenue increase. The management stated that this was driven by higher imagery orders from new and existing Data & Analytics customers. \n\nThe CEO also mentioned that customers are moving away from episodic, one-off imagery requests and are signing larger, recurring contracts for continuous, daily monitoring of specific sites. \n\nThe company is not only scaling up its revenues but also its gross profit margin, this is often a sign of high pricing power. The gross profit margin is almost 80% for Q4. It also shows that Satellogic can scale without adding costs. \n\nThe balance sheet looks great for $SATL. This is mainly due to a completed $84.9m public offering in October. They also raised $35m in a direct offering in January 2026. \n\nThey need this money though, the free cash flow is still deeply negative. They burned $34m in free cash flow in 2025. Satellogic is doing everything they can to save money. They are saving on Engineering and SG&A costs due to workforce reductions and closing a facility in the Netherlands. \n\nThe CapEx has risen with 50% from 2024, mainly because they are putting more and more satellites into space. As they don't sell the satellites physically, but the service of the satellites, these are mostly not costs of goods sold but CapEx. \n\nThey also cut R&D expenses by 30%, I don't find any details on why. But I assume they had some R&D in the plant in the Netherlands, and they did not replace them.\n\n So, at the moment things are looking good for Satellogic. They have a backlog of $65 million, and they forecast that $28 million will be recognized as revenue in 2026. It looks like they are able to scale from here and should be able to generate a positive EBITDA before the free cash burns out.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0975609561079388, "ret_signed_m1d": -0.0975609561079388, "alpha_spy_m1d": -0.10003133210188053, "alpha_c_m1d": -0.10438772594673396, "bench_spy_m1d": 0.0024703759939417314, "bench_c_m1d": 0.006826769838795155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09451217850108429, "ret_signed_p1d": 0.09451217850108429, "alpha_spy_p1d": 0.10884796643189698, "alpha_c_p1d": 0.10908003691117574, "bench_spy_p1d": -0.014335787930812693, "bench_c_p1d": -0.01456785841009145, "ret_p1w": 0.9573171135040357, "ret_signed_p1w": 0.9573171135040357, "alpha_spy_p1w": 0.9769416487159608, "alpha_c_p1w": 0.9715609072115144, "bench_spy_p1w": -0.019624535211925087, "bench_c_p1w": -0.014243793707478747, "ret_p1m": 1.1128048441422118, "ret_signed_p1m": 1.1128048441422118, "alpha_spy_p1m": 1.033569607972723, "alpha_c_p1m": 1.0522322332194736, "bench_spy_p1m": 0.0792352361694888, "bench_c_p1m": 0.060572610922738246, "ret_p3m": 0.8719511951349235, "ret_signed_p3m": 0.8719511951349235, "alpha_spy_p3m": 0.7316372051754525, "alpha_c_p3m": 0.7726255507805073, "bench_spy_p3m": 0.14031398995947097, "bench_c_p3m": 0.09932564435441615, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.8719511951349235, "alpha_spy_stated": 0.7316372051754525, "alpha_c_stated": 0.7726255507805073, "price_path": [-0.3476, -0.3841, -0.3323, -0.3323, -0.3887, -0.4177, -0.436, -0.4299, -0.4299, -0.4024, -0.3018, -0.3323, -0.2683, -0.1098, -0.0823, 0.1006, 0.0884, 0.1159, 0.064, 0.0854, 0.0854, 0.1098, 0.0945, 0.3902, 0.6006, 0.3963, 0.6768, 0.6372, 0.5976, 0.4024, 0.122, 0.2744, 0.1463, 0.0335, 0.0976, 0.064, 0.0122, -0.0183, -0.1311, -0.0427, -0.0427, -0.125, -0.0473, -0.0061, 0.0854, -0.0213, -0.0152, -0.0213, -0.0274, -0.0854, -0.0335, -0.0488, 0.0305, -0.0244, -0.0579, -0.0335, -0.0549, -0.0518, -0.0854, -0.0945, -0.1098, -0.0793, -0.0976, 0.0, 0.0945, 0.5122, 0.6402, 0.8963, 0.9573, 0.8079, 0.5152, 0.6585, 0.7409, 1.064, 1.064, 1.1494, 1.1189, 1.1006, 1.1951, 1.2348, 1.3018, 1.2256, 1.1098, 1.2927, 1.1128, 1.0427, 1.1982, 1.2073, 1.0762, 0.8811, 0.9101, 0.875, 0.875, 0.9695, 1.189, 1.1524, 1.1341, 1.1768, 1.0183, 1.3079, 1.6524, 1.3018, 1.4695, 1.6341, 2.0, 1.9085, 1.9451, 1.9634, 1.939, 2.2348, 2.2348, 2.2744, 1.9787, 2.003, 1.8994, 1.6433, 1.6463, 1.3902, 1.4817, 1.1707, 1.1311, 0.9573, 0.9146, 1.2927, 1.0305, 1.0396, 0.872, 0.8811, 0.8384, 0.8384, 0.7302, 0.6951, 0.5366, 0.3963, 0.4085, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2050623639792292257", "ticker_idx": 0, "ts": "2026-05-02T17:09:09+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Filtronic still massively undervalued if you ask me. The news came after the London exchange closed, so I expect Filtronic to gap up on Monday.", "tweet_type": "prediction", "timeline": "days", "summary": "Long Filtronic: expects gap-up Monday after FCC satellite broadband expansion; stock still massively undervalued as key Starlink E-band transceiver supplier.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "$FTC (Filtronic) +30% yesterday on the news that FCC voted to increase the capacity of high-speed satellite broadband by 7x.\n\nThe news came after the London exchange closed, so I expect Filtronic to gap up on Monday. \n\nFiltronic’s core business is designing and manufacturing the advanced E-band transceivers and solid-state power amplifiers that allow satellite networks—specifically Starlink—to communicate with the ground at ultra-high speeds. \n\nThe market immediately interpreted this regulatory move as a massive green light for Filtronic's order book.\n\nFiltronic still massively undervalued if you ask me.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": -0.18000000000000005, "ret_signed_m1d": -0.18000000000000005, "alpha_spy_m1d": -0.18367686193388988, "alpha_c_m1d": -0.20676208994123912, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.026762089941239076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02857142857142858, "ret_signed_p1d": -0.02857142857142858, "alpha_spy_p1d": -0.03659365729537101, "alpha_c_p1d": -0.05159927059940095, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.023027842027972367, "ret_p1w": 0.02285714285714291, "ret_signed_p1w": 0.02285714285714291, "alpha_spy_p1w": -0.006794251973466947, "alpha_c_p1w": -0.01448527596400706, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.03734241882114997, "ret_p1m": -0.18000000000000005, "ret_signed_p1m": -0.18000000000000005, "alpha_spy_p1m": -0.23788225945437091, "alpha_c_p1m": -0.2455050025086577, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.06550500250865765, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.02285714285714291, "alpha_spy_stated": -0.006794251973466947, "alpha_c_stated": -0.01448527596400706, "price_path": [-0.4314, -0.43, -0.4171, -0.4343, -0.4371, -0.44, -0.4371, -0.4171, -0.4257, -0.4143, -0.4229, -0.4257, -0.4343, -0.4286, -0.4286, -0.4343, -0.4229, -0.4286, -0.4629, -0.4343, -0.4429, -0.4529, -0.4886, -0.4543, -0.4357, -0.4429, -0.4514, -0.47, -0.4657, -0.4729, -0.5157, -0.54, -0.5143, -0.5143, -0.4743, -0.4771, -0.4657, -0.4629, -0.4514, -0.4257, -0.4143, -0.4143, -0.4143, -0.4171, -0.3943, -0.4171, -0.4286, -0.4314, -0.4114, -0.3829, -0.3686, -0.3343, -0.3, -0.2857, -0.2314, -0.1914, -0.1543, -0.2357, -0.2486, -0.2286, -0.1686, -0.18, -0.18, 0.0, -0.0286, 0.1571, 0.0857, 0.07, 0.0229, 0.1514, 0.1657, 0.1571, 0.1743, 0.2843, 0.34, 0.1571, 0.0829, 0.0829, 0.1714, 0.1114, 0.0429, 0.1143, 0.1286, 0.0286, -0.18, -0.0686, -0.0286, 0.1143, -0.0286, -0.1, -0.1143, -0.0714, -0.0386, 0.0757, 0.0571, 0.0571, 0.0771, 0.0857, -0.0286, -0.1143, -0.2, -0.3429, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2057533980539257005", "ticker_idx": 0, "ts": "2026-05-21T18:48:22+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'm holding.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holding RKLB despite news of a famous investor selling; thesis unchanged.", "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": "@SamvegPatel Apparently a famous English investor sold the stock. Just so you have all the information. I’m holding.", "reply_text": null, "parent_text": "@Kaizen_Investor Seems more macro and $RKLB related. Thesis remains unchanged… Buying opportunity imo", "quoted_text": null, "parent_author": "SamvegPatel", "ret_m1d": 0.07038662451859401, "ret_signed_m1d": 0.07038662451859401, "alpha_spy_m1d": 0.07236578736615962, "alpha_c_m1d": 0.06921381311249863, "bench_spy_m1d": -0.0019791628475656076, "bench_c_m1d": 0.0011728114060953754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08218411964447814, "ret_signed_p1d": 0.08218411964447814, "alpha_spy_p1d": 0.0782525705676742, "alpha_c_p1d": 0.07491259922791715, "bench_spy_p1d": 0.003931549076803931, "bench_c_p1d": 0.007271520416560984, "ret_p1w": 0.1799920476711585, "ret_signed_p1w": 0.1799920476711585, "alpha_spy_p1w": 0.1639967669471516, "alpha_c_p1w": 0.1608165139074207, "bench_spy_p1w": 0.01599528072400691, "bench_c_p1w": 0.019175533763737818, "ret_p1m": -0.14515742947355903, "ret_signed_p1m": -0.14515742947355903, "alpha_spy_p1m": -0.15316017799044335, "alpha_c_p1m": -0.2060265656968373, "bench_spy_p1m": 0.008002748516884317, "bench_c_p1m": 0.060869136223278275, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14515742947355903, "alpha_spy_stated": -0.15316017799044335, "alpha_c_stated": -0.2060265656968373, "price_path": [-0.4403, -0.4422, -0.4404, -0.4209, -0.4492, -0.4343, -0.441, -0.4268, -0.442, -0.4411, -0.4302, -0.4505, -0.4264, -0.455, -0.4547, -0.4316, -0.3735, -0.4462, -0.4266, -0.4641, -0.458, -0.4733, -0.4191, -0.4744, -0.5143, -0.5426, -0.4881, -0.4777, -0.4601, -0.4601, -0.4606, -0.4713, -0.4493, -0.468, -0.4576, -0.4371, -0.4243, -0.4133, -0.3389, -0.324, -0.2869, -0.3094, -0.2823, -0.3256, -0.3648, -0.344, -0.3735, -0.3861, -0.3423, -0.3718, -0.3598, -0.3722, -0.3252, -0.3736, -0.1593, -0.0646, -0.0629, -0.0104, 0.0566, -0.0054, 0.0455, 0.0148, 0.0704, 0.0, 0.0822, 0.0822, 0.1415, 0.1975, 0.18, 0.1437, -0.0244, -0.017, -0.0857, -0.0438, -0.1225, -0.0941, -0.1373, -0.1626, -0.0851, -0.1838, -0.1291, -0.166, -0.1393, -0.1452, -0.1452, -0.2006, -0.2418, -0.3192, -0.3568, -0.3261, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2070575979420926174", "ticker_idx": 0, "ts": "2026-06-26T18:32:37+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I started a position at 233 a couple of weeks ago. Rocketed to 470 but I hold on. If it goes below 200, I'm building a real position.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a position in this space stock; plans to add significantly if price dips below 200.", "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": "@PChudsta @glr_1990 Yes, I started a position at 233 a couple of weeks ago. Rocketed to 470 but I hold on. If it goes below 200, I’m building a real position.", "reply_text": null, "parent_text": "@glr_1990 @Kaizen_Investor I got in at 240 earlier, feels like the bottom could be in along with all the other space stocks.", "quoted_text": null, "parent_author": "PChudsta", "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": "orig:2033488043957530702", "ticker_idx": 0, "ts": "2026-03-16T10:18:24+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 the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Bullish NBIS on expanded Meta partnership ($12B dedicated + $15B flexible compute capacity) built on NVIDIA Vera Rubin platform.", "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": "It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META. \n\nKey Details of the Agreement\n\n• Dedicated Capacity ($12 Billion): Nebius will provide Meta with $12 billion worth of dedicated AI computing capacity across multiple locations, with the rollout starting in early 2027.  \n\n• Next-Gen Tech: This infrastructure will be built on NVIDIA’s cutting-edge Vera Rubin platform, marking one of the first massive-scale implementations of this new technology.  \n\n• Flexible Capacity ($15 Billion): Meta has also committed to buying up to $15 billion in additional compute capacity from upcoming Nebius clusters over the next five years. Interestingly, Nebius plans to offer this capacity to third-party clients first, and Meta has essentially agreed to buy up whatever is left over.  \n\nAfter being up 28% last week, $NBIS now up 14% in pre-market.", "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": -0.12251990051676287, "bench_spy_m1d": -0.01007433981409911, "bench_c_m1d": -0.007630337149000965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "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": -0.10446702130790553, "bench_spy_p1d": 0.002630544991105488, "bench_c_p1d": 0.00034685467747141985, "ret_p1w": -0.12090877042486059, "ret_signed_p1w": -0.12090877042486059, "alpha_spy_p1w": -0.10318134411808999, "alpha_c_p1w": -0.10130998407689573, "bench_spy_p1w": -0.0177274263067706, "bench_c_p1w": -0.01959878634796486, "ret_p1m": 0.2471312655334701, "ret_signed_p1m": 0.2471312655334701, "alpha_spy_p1m": 0.20628618942724164, "alpha_c_p1m": 0.23324104314259997, "bench_spy_p1m": 0.04084507610622845, "bench_c_p1m": 0.013890222390870122, "ret_p3m": 0.7115132464144491, "ret_signed_p3m": 0.7115132464144491, "alpha_spy_p3m": 0.6057708773061197, "alpha_c_p3m": 0.736244058108289, "bench_spy_p3m": 0.10574236910832946, "bench_c_p3m": -0.024730811693839838, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_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": 0.23324104314259997, "price_path": [-0.4189, -0.3986, -0.3111, -0.282, -0.3067, -0.2982, -0.2982, -0.3255, -0.3374, -0.3441, -0.3554, -0.3554, -0.3073, -0.2851, -0.228, -0.2591, -0.2507, -0.2458, -0.1734, -0.1881, -0.2146, -0.2, -0.1626, -0.1626, -0.2353, -0.2386, -0.2541, -0.2722, -0.2956, -0.2463, -0.2266, -0.2691, -0.3439, -0.3211, -0.3073, -0.3655, -0.4311, -0.3369, -0.2847, -0.2931, -0.3176, -0.309, -0.2452, -0.2452, -0.249, -0.216, -0.1713, -0.2459, -0.2252, -0.21, -0.1827, -0.1923, -0.2977, -0.2991, -0.3315, -0.247, -0.2634, -0.3121, -0.2688, -0.2574, -0.1375, -0.168, -0.1302, 0.0, -0.1041, -0.0869, -0.0642, -0.0942, -0.1209, -0.1151, -0.1137, -0.1839, -0.2236, -0.2895, -0.2009, -0.2149, -0.162, -0.162, -0.1333, -0.0959, -0.0374, 0.0499, 0.1164, 0.1903, 0.2471, 0.2843, 0.2733, 0.2102, 0.2257, 0.2056, 0.2025, 0.2097, 0.1333, 0.1164, 0.0436, 0.0873, 0.0645, 0.1898, 0.3586, 0.3548, 0.5024, 0.4229, 0.3635, 0.4332, 0.3794, 0.5962, 0.7031, 0.6938, 0.5392, 0.5228, 0.4772, 0.6937, 0.654, 0.654, 0.6023, 0.6047, 0.7431, 0.7797, 1.037, 1.0068, 0.9382, 0.9998, 0.7544, 0.6789, 0.6952, 0.6303, 0.7115, 0.7894, 1.0028, 1.0416, 1.1633, 1.2079, 1.2079, 1.1841, 1.1198, 0.9997, 0.9764, 0.8506, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065132665632698492", "ticker_idx": 0, "ts": "2026-06-11T18:02:50+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "One of the safest investments available. Completely sold out for the whole year, growing margins and present in every high growth vertical.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Strongly bullish SK Hynix: sold out for the year, growing margins, present in every high-growth vertical; calls it one of the safest investments available.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If  you weren’t buying sk hynix 3 months ago, what were you doing? \n\nWas a no brainer. \n\nCompletely sold out for the whole year, growing margins and present in every high growth vertical. \n\nOne of the safest investments available. https://t.co/YnsT5QpQ8G", "reply_text": null, "parent_text": null, "quoted_text": "I bought 4 new shares today. The first buy I want to share with you is SK Hynix. I bought the stock at €487 at the Frankfurt stock exchange today.\n\nI believe that Hynix is a foundational AI infrastructure play that the broader market is still severely mispricing.\n\nGenerative AI https://t.co/fSbSVDd0gl", "parent_author": null, "ret_m1d": -0.02279069767441866, "ret_signed_m1d": -0.02279069767441866, "alpha_spy_m1d": -0.006077914422369934, "alpha_c_m1d": 0.040446710300901634, "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": 0.06418604651162796, "ret_signed_p1d": 0.06418604651162796, "alpha_spy_p1d": 0.058777798610098575, "alpha_c_p1d": 0.04694097381474749, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.2855813953488373, "ret_signed_p1w": 0.2855813953488373, "alpha_spy_p1w": 0.270801859168883, "alpha_c_p1w": 0.20283467016106238, "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": [-0.5489, -0.5089, -0.5289, -0.5317, -0.5661, -0.5415, -0.5373, -0.5661, -0.5661, -0.594, -0.6247, -0.5829, -0.614, -0.5926, -0.588, -0.574, -0.5196, -0.5359, -0.5224, -0.5164, -0.4871, -0.4717, -0.4629, -0.4754, -0.4578, -0.4308, -0.4313, -0.4303, -0.4317, -0.3992, -0.3954, -0.3987, -0.402, -0.402, -0.3271, -0.3271, -0.2555, -0.2308, -0.2159, -0.1257, -0.1467, -0.0811, -0.0839, -0.1541, -0.1443, -0.1885, -0.1885, -0.0978, -0.0974, -0.0974, -0.0457, 0.0431, 0.0647, 0.0851, 0.0991, 0.0977, 0.0977, 0.0688, -0.0372, -0.1112, 0.0302, -0.0474, -0.0228, 0.0, 0.0642, 0.1079, 0.1726, 0.2488, 0.2856, 0.3577, 0.1884, 0.2191, 0.3567, 0.2433, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2036197962829717513", "ticker_idx": 0, "ts": "2026-03-23T21:46:39+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Great for Samsung, $MU and SK Hynix shareholders", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Samsung, Micron, and SK Hynix as HBM supply bottlenecks persist amid Google/Microsoft competition for memory supply.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "Companies like $GOOGL and $MSFT fighting over HBM supply now. There are still so many bottlenecks in this AI supply chain. Great for Samsung, $MU and SK Hynix shareholders.", "reply_text": null, "parent_text": null, "quoted_text": "Samsung has reportedly been in discussions with Google and Microsoft over long-term memory supply deals, with reports suggesting it is considering $10 billion in prepayments from Microsoft, with any shortfall in volumes deducted from the prepayment.\n\n$GOOG $MSFT $MU", "parent_author": null, "ret_m1d": -0.017923074008872608, "ret_signed_m1d": -0.017923074008872608, "alpha_spy_m1d": -0.021291194642152678, "alpha_c_m1d": -0.023799018609577893, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": 0.005875944600705285, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0036900810624342917, "ret_signed_p1d": -0.0036900810624342917, "alpha_spy_p1d": -0.009262769306482843, "alpha_c_p1d": -0.008170507054111376, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.004480425991677084, "ret_p1w": -0.11678403344150412, "ret_signed_p1w": -0.11678403344150412, "alpha_spy_p1w": -0.11243607375327636, "alpha_c_p1w": -0.0929133381092373, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.023870695332266822, "ret_p1m": 0.14892029142627305, "ret_signed_p1m": 0.14892029142627305, "alpha_spy_p1m": 0.060077959231322975, "alpha_c_p1m": -0.01222558453403666, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.16114587596030971, "ret_p3m": 0.8699668191489687, "ret_signed_p3m": 0.8699668191489687, "alpha_spy_p3m": 0.7237839007443891, "alpha_c_p3m": 0.4638704550937669, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.4060963640552018, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14892029142627305, "alpha_spy_stated": 0.060077959231322975, "alpha_c_stated": -0.01222558453403666, "price_path": [-0.4172, -0.3862, -0.3701, -0.3679, -0.3679, -0.3679, -0.3226, -0.272, -0.2678, -0.2567, -0.2683, -0.2673, -0.2683, -0.2746, -0.2604, -0.2414, -0.2151, -0.213, -0.2346, -0.2119, -0.1972, -0.1982, -0.1982, -0.1592, -0.1439, -0.1529, -0.1539, -0.2072, -0.117, -0.1086, -0.1603, -0.1639, -0.1228, -0.126, -0.1154, -0.0585, -0.0448, -0.0448, -0.0448, -0.0448, 0.0016, 0.0021, 0.0174, 0.0543, 0.0727, 0.1492, 0.1413, 0.1413, 0.0285, -0.0923, 0.01, -0.0079, -0.0854, -0.0095, 0.0016, -0.0095, -0.0327, -0.0053, 0.0221, 0.0991, 0.0569, 0.0511, -0.0179, 0.0, -0.0037, -0.0506, -0.0506, -0.0687, -0.1168, 0.0018, -0.0576, -0.0164, 0.02, 0.038, 0.1119, 0.0776, 0.0882, 0.0618, 0.0908, 0.1146, 0.1489, 0.141, 0.1331, 0.1568, 0.1489, 0.1859, 0.1595, 0.1859, 0.1727, 0.1938, 0.1648, 0.1648, 0.2282, 0.2282, 0.4051, 0.4342, 0.4183, 0.5081, 0.4738, 0.5002, 0.5636, 0.4289, 0.4844, 0.4553, 0.4579, 0.5821, 0.5451, 0.5451, 0.5794, 0.6217, 0.5821, 0.6745, 0.8436, 0.9043, 0.9043, 0.8568, 0.7379, 0.5609, 0.7009, 0.5979, 0.5794, 0.7036, 0.7802, 0.8119, 0.8303, 0.9149, 0.87, 0.8673, 0.6375, 0.7987, 0.8937, 0.7934, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036197962829717513", "ticker_idx": 2, "ts": "2026-03-23T21:46:39+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Great for Samsung, $MU and SK Hynix shareholders", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Samsung, Micron, and SK Hynix as HBM supply bottlenecks persist amid Google/Microsoft competition for memory supply.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Companies like $GOOGL and $MSFT fighting over HBM supply now. There are still so many bottlenecks in this AI supply chain. Great for Samsung, $MU and SK Hynix shareholders.", "reply_text": null, "parent_text": null, "quoted_text": "Samsung has reportedly been in discussions with Google and Microsoft over long-term memory supply deals, with reports suggesting it is considering $10 billion in prepayments from Microsoft, with any shortfall in volumes deducted from the prepayment.\n\n$GOOG $MSFT $MU", "parent_author": null, "ret_m1d": -0.0537525227659138, "ret_signed_m1d": -0.0537525227659138, "alpha_spy_m1d": -0.05712064339919387, "alpha_c_m1d": -0.045566783096116836, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.008185739669796965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009127794061912775, "ret_signed_p1d": 0.009127794061912775, "alpha_spy_p1d": 0.0035551058178642236, "alpha_c_p1d": -0.0020990305329708914, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.011226824594883666, "ret_p1w": -0.18154157623466705, "ret_signed_p1w": -0.18154157623466705, "alpha_spy_p1w": -0.17719361654643928, "alpha_c_p1w": -0.15318302040391008, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.02835855583075697, "ret_p1m": 0.2403651168343186, "ret_signed_p1m": 0.2403651168343186, "alpha_spy_p1m": 0.15152278463936852, "alpha_c_p1m": 0.0319462744976462, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.2084188423366724, "ret_p3m": 1.8037142620577655, "ret_signed_p3m": 1.8037142620577655, "alpha_spy_p3m": 1.657531343653186, "alpha_c_p3m": 1.1313961318288586, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.672318130228907, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2403651168343186, "alpha_spy_stated": 0.15152278463936852, "alpha_c_stated": 0.0319462744976462, "price_path": [-0.4047, -0.3936, -0.3521, -0.341, -0.341, -0.341, -0.3147, -0.2954, -0.265, -0.2489, -0.2347, -0.2468, -0.2418, -0.2529, -0.2489, -0.2418, -0.2347, -0.2266, -0.2478, -0.2509, -0.2357, -0.2235, -0.2549, -0.1901, -0.1486, -0.1284, -0.0798, -0.1598, -0.0818, -0.0889, -0.1476, -0.1507, -0.1021, -0.1132, -0.1294, -0.1011, -0.1091, -0.1091, -0.1091, -0.1091, -0.095, -0.0393, -0.0373, 0.0174, 0.0306, 0.1146, 0.0761, 0.0761, -0.0477, -0.1389, -0.0456, -0.0629, -0.1521, -0.0487, -0.0314, -0.0568, -0.0771, -0.0122, -0.0162, 0.071, 0.0274, 0.0213, -0.0538, 0.0, 0.0091, -0.0538, -0.0538, -0.1146, -0.1815, -0.0903, -0.1582, -0.1116, -0.1014, -0.071, 0.0477, 0.0122, 0.0416, 0.0548, 0.1187, 0.1521, 0.1714, 0.144, 0.1826, 0.2414, 0.2404, 0.2424, 0.2394, 0.3103, 0.3185, 0.3114, 0.3043, 0.3043, 0.4675, 0.4675, 0.6237, 0.6775, 0.7099, 0.9067, 0.8611, 1.0041, 0.998, 0.8448, 0.8661, 0.7698, 0.7698, 0.9675, 0.9686, 0.9686, 1.0811, 1.2748, 1.3219, 1.3665, 1.397, 1.3939, 1.3939, 1.331, 1.0997, 0.9385, 1.2468, 1.0774, 1.1312, 1.1809, 1.3209, 1.4162, 1.5572, 1.7236, 1.8037, 1.9609, 1.5917, 1.6587, 1.9589, 1.7114, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059278875243241484", "ticker_idx": 0, "ts": "2026-05-26T14:21:58+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $PL, $RKLB and Filtronic", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL, RKLB, and Filtronic as space-sector positions.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jkenn850 I own $PL, $RKLB and Filtronic", "reply_text": null, "parent_text": "@Kaizen_Investor What other space stock you liking?", "quoted_text": null, "parent_author": "Jkenn850", "ret_m1d": -0.08216062180828965, "ret_signed_m1d": -0.08216062180828965, "alpha_spy_m1d": -0.07556576136932414, "alpha_c_m1d": -0.06764543122724853, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.014515190581041115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04470198387943025, "ret_signed_p1d": 0.04470198387943025, "alpha_spy_p1d": 0.044875226044176264, "alpha_c_p1d": 0.04470198387943025, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": 0.0, "ret_p1w": -0.004759924331310894, "ret_signed_p1w": -0.004759924331310894, "alpha_spy_p1w": -0.016723824414361155, "alpha_c_p1w": -0.004128851982214021, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": -0.0006310723490968728, "ret_p1m": -0.455711932881538, "ret_signed_p1m": -0.455711932881538, "alpha_spy_p1m": -0.43511339873037125, "alpha_c_p1m": -0.49216274548262495, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.03645081260108696, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.455711932881538, "alpha_spy_stated": -0.43511339873037125, "alpha_c_stated": -0.49216274548262495, "price_path": [-0.4702, -0.5004, -0.4545, -0.4764, -0.4619, -0.4911, -0.4768, -0.4656, -0.4743, -0.4735, -0.4832, -0.487, -0.4909, -0.4396, -0.4865, -0.4421, -0.2999, -0.3001, -0.3413, -0.268, -0.3295, -0.3613, -0.4228, -0.4216, -0.3644, -0.2575, -0.2575, -0.2752, -0.2721, -0.2436, -0.2916, -0.2825, -0.2897, -0.2978, -0.2879, -0.1745, -0.2036, -0.2239, -0.213, -0.1832, -0.2076, -0.2666, -0.2663, -0.275, -0.2947, -0.2349, -0.2363, -0.2024, -0.2316, -0.1786, -0.2707, -0.1921, -0.1341, -0.1581, -0.1569, -0.1093, -0.1387, -0.1389, -0.1393, -0.1171, -0.1209, -0.0822, -0.0822, 0.0, 0.0447, 0.0637, 0.0584, -0.0385, -0.0048, -0.1074, -0.0991, -0.3332, -0.3224, -0.3549, -0.3642, -0.2928, -0.3553, -0.3671, -0.4162, -0.416, -0.4158, -0.4158, -0.4046, -0.4096, -0.4557, -0.4514, -0.4398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059278875243241484", "ticker_idx": 1, "ts": "2026-05-26T14:21:58+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $PL, $RKLB and Filtronic", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL, RKLB, and Filtronic as space-sector 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": "reply_other", "lang": "en", "tweet_text": "@Jkenn850 I own $PL, $RKLB and Filtronic", "reply_text": null, "parent_text": "@Kaizen_Investor What other space stock you liking?", "quoted_text": null, "parent_author": "Jkenn850", "ret_m1d": -0.051955325418724274, "ret_signed_m1d": -0.051955325418724274, "alpha_spy_m1d": -0.04536046497975876, "alpha_c_m1d": -0.03744013483768316, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.014515190581041115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.049092171292697495, "ret_signed_p1d": 0.049092171292697495, "alpha_spy_p1d": 0.04926541345744351, "alpha_c_p1d": 0.049092171292697495, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": 0.0, "ret_p1w": -0.13882679942097587, "ret_signed_p1w": -0.13882679942097587, "alpha_spy_p1w": -0.15079069950402613, "alpha_c_p1w": -0.138195727071879, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": -0.0006310723490968728, "ret_p1m": -0.4035614142297801, "ret_signed_p1m": -0.4035614142297801, "alpha_spy_p1m": -0.38296288007861334, "alpha_c_p1m": -0.44001222683086705, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.03645081260108696, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.4035614142297801, "alpha_spy_stated": -0.38296288007861334, "alpha_c_stated": -0.44001222683086705, "price_path": [-0.4927, -0.5175, -0.5044, -0.5103, -0.4978, -0.5112, -0.5104, -0.5008, -0.5186, -0.4975, -0.5226, -0.5223, -0.502, -0.4512, -0.5148, -0.4977, -0.5305, -0.5251, -0.5386, -0.4911, -0.5395, -0.5745, -0.5993, -0.5515, -0.5425, -0.527, -0.527, -0.5274, -0.5369, -0.5176, -0.5339, -0.5248, -0.5068, -0.4957, -0.486, -0.4209, -0.4078, -0.3753, -0.395, -0.3712, -0.4092, -0.4436, -0.4253, -0.4512, -0.4622, -0.4238, -0.4497, -0.4392, -0.45, -0.4089, -0.4513, -0.2635, -0.1805, -0.1791, -0.133, -0.0744, -0.1287, -0.0841, -0.111, -0.0623, -0.124, -0.052, -0.052, 0.0, 0.0491, 0.0337, 0.002, -0.1453, -0.1388, -0.199, -0.1624, -0.2313, -0.2064, -0.2442, -0.2664, -0.1985, -0.285, -0.2371, -0.2693, -0.2459, -0.2511, -0.2511, -0.2997, -0.3358, -0.4036, -0.4365, -0.4096, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2059278875243241484", "ticker_idx": 2, "ts": "2026-05-26T14:21:58+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I own $PL, $RKLB and Filtronic", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds PL, RKLB, and Filtronic as space-sector positions.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Jkenn850 I own $PL, $RKLB and Filtronic", "reply_text": null, "parent_text": "@Kaizen_Investor What other space stock you liking?", "quoted_text": null, "parent_author": "Jkenn850", "ret_m1d": -0.07560975609756093, "ret_signed_m1d": -0.07560975609756093, "alpha_spy_m1d": -0.06901489565859542, "alpha_c_m1d": -0.05950206787492718, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.016107688222633754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.051219512195122, "ret_signed_p1d": -0.051219512195122, "alpha_spy_p1d": -0.051046270030375984, "alpha_c_p1d": -0.04990151754951777, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": -0.0013179946456042257, "ret_p1w": -0.12195121951219512, "ret_signed_p1w": -0.12195121951219512, "alpha_spy_p1w": -0.13391511959524538, "alpha_c_p1w": -0.12473353913055119, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": 0.002782319618356066, "ret_p1m": -0.24390243902439024, "ret_signed_p1m": -0.24390243902439024, "alpha_spy_p1m": -0.2233039048732235, "alpha_c_p1m": -0.2399431195364714, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": -0.003959319487918833, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.24390243902439024, "alpha_spy_stated": -0.2233039048732235, "alpha_c_stated": -0.2399431195364714, "price_path": [-0.5171, -0.5073, -0.5122, -0.5415, -0.5171, -0.5244, -0.5329, -0.5634, -0.5341, -0.5183, -0.5244, -0.5317, -0.5476, -0.5439, -0.55, -0.5866, -0.6073, -0.5854, -0.5854, -0.5512, -0.5537, -0.5439, -0.5415, -0.5317, -0.5098, -0.5, -0.5, -0.5, -0.5024, -0.4829, -0.5024, -0.5122, -0.5146, -0.4976, -0.4732, -0.461, -0.4317, -0.4024, -0.3902, -0.3439, -0.3098, -0.278, -0.3476, -0.3585, -0.3415, -0.2902, -0.3, -0.3, -0.1463, -0.1707, -0.0122, -0.0732, -0.0866, -0.1268, -0.0171, -0.0049, -0.0122, 0.0024, 0.0963, 0.1439, -0.0122, -0.0756, -0.0756, 0.0, -0.0512, -0.1098, -0.0488, -0.0366, -0.122, -0.3, -0.2049, -0.1707, -0.0488, -0.1707, -0.2317, -0.2439, -0.2073, -0.1793, -0.0817, -0.0976, -0.0976, -0.0805, -0.0732, -0.1707, -0.2439, -0.3171, -0.439, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052122578316087458", "ticker_idx": 0, "ts": "2026-05-06T20:25:23+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I don't see why the stock is down at the moment, we'll see. I remember the stock was down after the earnings last quarter as well. It pumped 77% after that.", "tweet_type": "analysis", "timeline": "days", "summary": "Bullish AMPX after Q1 earnings beat on revenue; stock down 7% AH but author sees strong fundamentals and draws parallel to last quarter's post-earnings 77% pump.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "$AMPX with a massive revenue beat in Q1, they just missed the EPS estimates. \n\nThe stock is down 7% in aftermarket but on the first sight there is a lot to like about these earnings. \n\n1. Huge Backlog: $500 Million in Defense Orders\nThis is a big win. While the company's current quarterly revenue is around $28.5 million, having $500 million in new orders from the U.S. military provides massive long-term visibility.\n\n2. Market Expansion: China’s Light Electric Vehicle (LEV) Market\nAmprius has historically been an aviation/drone battery company. Winning a $21 million order in China for scooters and motorcycles shows they can successfully move into the e-mobility space.\n\n3. The Asset-Light Strategy: Contract Manufacturing\nInstead of spending billions to build their own massive factories (which is what killed many battery startups), Amprius is partnering with companies like Nanotech Energy.\n\n4. Operational Efficiency: Exiting Colorado\nThe company terminated its lease in Brighton, Colorado, and shifted focus back to its main hub in Fremont and its manufacturing partners.\n\nLooking forward to the earnings call. But will listen to it tomorrow morning. \n\nI remember the stock was down after the earnings last quarter as well. It pumped 77% after that. I don't see why the stock is down at the moment, we'll see.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.37740531926481236, "ret_signed_m1d": 0.37740531926481236, "alpha_spy_m1d": 0.37432980707187746, "alpha_c_m1d": 0.3609110396090289, "bench_spy_m1d": 0.0030755121929348928, "bench_c_m1d": 0.016494279655783428, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03662322347826508, "ret_signed_p1d": 0.03662322347826508, "alpha_spy_p1d": 0.028367126467096826, "alpha_c_p1d": 0.041220913714731355, "bench_spy_p1d": 0.00825609701116825, "bench_c_p1d": -0.004597690236466279, "ret_p1w": 0.10924892378656637, "ret_signed_p1w": 0.10924892378656637, "alpha_spy_p1w": 0.08657198773579045, "alpha_c_p1w": 0.10631791823830583, "bench_spy_p1w": 0.02267693605077592, "bench_c_p1w": 0.0029310055482605346, "ret_p1m": 0.22222220906718704, "ret_signed_p1m": 0.22222220906718704, "alpha_spy_p1m": 0.21406180097735783, "alpha_c_p1m": 0.22118777271895573, "bench_spy_p1m": 0.008160408089829208, "bench_c_p1m": 0.0010344363482313046, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": 0.10924892378656637, "alpha_spy_stated": 0.08657198773579045, "alpha_c_stated": 0.10631791823830583, "price_path": [-0.2247, -0.2831, -0.3104, -0.3675, -0.3811, -0.3811, -0.3935, -0.3849, -0.3575, -0.4091, -0.3669, -0.3296, -0.3135, -0.2849, -0.334, -0.2806, -0.2781, -0.221, -0.0757, 0.0137, 0.0999, 0.1173, 0.1539, 0.1353, 0.1142, 0.1601, 0.203, 0.1732, 0.1862, 0.1297, 0.1595, 0.1024, 0.113, 0.0652, 0.0006, -0.0863, 0.0466, -0.0366, -0.0068, -0.0068, 0.09, 0.0366, 0.0503, 0.0025, 0.0689, 0.1415, 0.1105, 0.1359, 0.1875, 0.1589, 0.2173, 0.3302, 0.4084, 0.3489, 0.2824, 0.3296, 0.2222, 0.2626, 0.3073, 0.2955, 0.2651, 0.3284, 0.3774, 0.0, 0.0366, 0.0975, 0.1688, 0.0875, 0.1092, 0.0459, -0.0149, -0.0391, -0.0646, -0.0503, -0.005, -0.005, 0.1068, 0.0652, 0.2942, 0.2588, 0.3501, 0.4221, 0.3495, 0.3991, 0.2222, 0.1688, 0.0813, 0.0199, 0.0615, 0.0124, 0.0441, -0.0385, -0.0689, 0.0037, 0.0037, -0.0286, -0.1235, -0.2228, -0.2204, -0.1986, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044095081217405345", "ticker_idx": 0, "ts": "2026-04-14T16:46:59+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm not worried at all by this report.", "tweet_type": "prediction", "timeline": "months", "summary": "Dismisses Wolfpack short report on POET; remains bullish into Q3 2026 first-revenue catalyst.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$POET down 7.5% after the short position of Wolfpack Research. \n\nAs I explained in the previous post, Q3 earnings of Poet will be very important. This is in 5 months. \n\nInstitutions like Wofpack close 90% of their short trades within these 5 months. Most of them even within weeks. \n\nShort-seller reports are designed to create market fear and capitalize on downward momentum.\n\nI’m not worried at all by this report.", "reply_text": null, "parent_text": null, "quoted_text": "$POET and $OUST remain very interesting buys at the moment. Q3 2026’ wil be big for both companies. \n\n$POET up 43% and $OUST 24%. \n\n$POET is a riskier photonics play. They are basically still in the pre-revenue phase. First revenues should come in Q3 2026. \n\nTheir concept is https://t.co/l6a8ByfvZl", "parent_author": null, "ret_m1d": 0.08792848721813495, "ret_signed_m1d": 0.08792848721813495, "alpha_spy_m1d": 0.09996668052075486, "alpha_c_m1d": 0.10708778735554503, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874809993540307, "ret_signed_p1d": 0.03874809993540307, "alpha_spy_p1d": 0.03085713070835916, "alpha_c_p1d": 0.036535710554872036, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.5275707811814903, "ret_signed_p1w": 0.5275707811814903, "alpha_spy_p1w": 0.5137182985040327, "alpha_c_p1w": 0.49956192352195616, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 1.1415797025133085, "ret_signed_p1m": 1.1415797025133085, "alpha_spy_p1m": 1.0726773273186183, "alpha_c_p1m": 0.8750752291224762, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1415797025133085, "alpha_spy_stated": 1.0726773273186183, "alpha_c_stated": 0.8750752291224762, "price_path": [0.2385, 0.237, 0.237, 0.228, 0.2474, 0.0343, 0.0298, -0.0373, 0.0119, -0.073, -0.1133, -0.1356, -0.1297, -0.0999, -0.1639, -0.228, -0.1252, -0.0745, -0.1297, -0.1311, -0.158, -0.1684, -0.1684, -0.1773, -0.1684, -0.1699, -0.152, -0.1773, -0.0894, -0.0522, -0.07, -0.1058, 0.0298, 0.0492, 0.0194, -0.0104, -0.0641, -0.003, 0.0432, 0.1088, 0.1088, 0.0179, 0.0298, -0.0209, -0.079, -0.0715, -0.1162, -0.0969, -0.1446, -0.0909, -0.1818, -0.2265, -0.2429, -0.1148, -0.1654, -0.0894, -0.0894, -0.0939, -0.1118, -0.073, -0.0939, 0.0492, 0.0879, 0.0, 0.0387, 0.0939, 0.082, 0.2802, 0.5276, 0.9031, 0.7466, 1.2504, 0.1848, 0.1967, -0.0164, 0.0611, 0.0894, 0.0596, 0.3726, 0.4486, 0.4277, 0.6319, 1.0715, 1.0462, 1.1416, 2.0656, 1.38, 1.1177, 0.9478, 1.2027, 1.2086, 1.1744, 1.1744, 0.9896, 0.9791, 0.9762, 0.8316, 1.07, 1.0596, 1.2921, 1.307, 0.7675, 0.8301, 0.6051, 0.6364, 0.6766, 0.8674, 1.076, 0.8852, 0.7809, 0.8107, 0.8107, 0.8018, 0.5991, 0.5887, 0.5097, 0.4069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2067676097945235907", "ticker_idx": 0, "ts": "2026-06-18T18:29:31+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You won't regret it", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Endorses long PL position taken by parent; bullish on the stock.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@LandoInvests You won’t regret it", "reply_text": null, "parent_text": "Started another small position in $PL today as well! @Kaizen_Investor has been covering since $4, he’s got some great articles on this\n\nBuy the fear https://t.co/4Ce8tmxRMb", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": -0.0003542411988662897, "ret_signed_m1d": -0.0003542411988662897, "alpha_spy_m1d": 0.009935766114825051, "alpha_c_m1d": 0.0068869742552379876, "bench_spy_m1d": -0.01029000731369134, "bench_c_m1d": -0.007241215454104277, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.06092806734839351, "ret_signed_p1w": -0.06092806734839351, "alpha_spy_p1w": -0.04426898573485649, "alpha_c_p1w": -0.08117560223038411, "bench_spy_p1w": -0.01665908161353702, "bench_c_p1w": 0.020247534881990603, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.198, 0.1275, 0.2529, 0.1477, 0.0932, -0.012, -0.0099, 0.0878, 0.271, 0.271, 0.2405, 0.2458, 0.2947, 0.2125, 0.2281, 0.2157, 0.2019, 0.2189, 0.413, 0.3631, 0.3284, 0.3471, 0.3982, 0.3564, 0.2554, 0.2558, 0.2409, 0.2072, 0.3096, 0.3071, 0.3652, 0.3153, 0.406, 0.2483, 0.3829, 0.4821, 0.441, 0.4431, 0.5246, 0.4743, 0.474, 0.4733, 0.5112, 0.5048, 0.571, 0.571, 0.7117, 0.7882, 0.8208, 0.8115, 0.6458, 0.7035, 0.5278, 0.542, 0.1413, 0.1598, 0.1041, 0.0882, 0.2104, 0.1034, 0.0832, -0.0007, -0.0004, 0.0, 0.0, 0.0191, 0.0106, -0.0684, -0.0609, -0.0411, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040083157110681664", "ticker_idx": 0, "ts": "2026-04-03T15:05:02+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The fact that $PL has a positive free cash flow is still massively overlooked. They have the money to keep innovating while already being the clear leader in their space.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PL: positive FCF overlooked, clear sector leader with innovation runway while competitors burn cash.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "The fact that $PL has a positive free cash flow is still massively overlooked. \n\nThey have the money to keep innovating while already being the clear leader in their space. \n\nOthers have to constantly burn money to keep following. https://t.co/AbgTEQyCBw", "reply_text": null, "parent_text": null, "quoted_text": "Historically, Earth observation (EO) smallsats have relied on X-band radios to downlink the pictures they take to ground stations, and S-band or UHF for basic telemetry and commanding (TT&amp;C).\n\nBy equipping the Pelican-7 satellite with Ka-Band and C-Band antennas, $PL is", "parent_author": null, "ret_m1d": 0.024557412881498264, "ret_signed_m1d": 0.024557412881498264, "alpha_spy_m1d": 0.02926202001615663, "alpha_c_m1d": 0.02966037109188069, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004283201291289229, "ret_signed_p1d": 0.004283201291289229, "alpha_spy_p1d": 0.0038432007266619994, "alpha_c_p1d": 0.006287958105106739, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": -0.019988599479994207, "ret_signed_p1w": -0.019988599479994207, "alpha_spy_p1w": -0.06122207577791228, "alpha_c_p1w": -0.06931719551369064, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.06025130162109371, "ret_signed_p1m": 0.06025130162109371, "alpha_spy_p1m": -0.03815067353382595, "alpha_c_p1m": 0.012866596742873826, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06025130162109371, "alpha_spy_stated": -0.03815067353382595, "alpha_c_stated": 0.012866596742873826, "price_path": [-0.3544, -0.3592, -0.3515, -0.2736, -0.277, -0.2367, -0.1925, -0.1782, -0.1782, -0.2005, -0.2467, -0.2559, -0.2307, -0.2613, -0.1985, -0.2039, -0.2476, -0.287, -0.3475, -0.3161, -0.3784, -0.4166, -0.3644, -0.3141, -0.3492, -0.3818, -0.3918, -0.3598, -0.3598, -0.3658, -0.3221, -0.283, -0.3175, -0.321, -0.2944, -0.2967, -0.269, -0.3107, -0.2473, -0.2776, -0.2576, -0.2978, -0.2781, -0.2627, -0.2747, -0.2736, -0.287, -0.2921, -0.2975, -0.2267, -0.2915, -0.2302, -0.034, -0.0343, -0.0911, 0.01, -0.0748, -0.1188, -0.2036, -0.2019, -0.1231, 0.0246, 0.0246, 0.0, 0.0043, 0.0437, -0.0226, -0.01, -0.02, -0.0311, -0.0174, 0.1391, 0.0988, 0.0708, 0.086, 0.1271, 0.0934, 0.012, 0.0123, 0.0003, -0.0268, 0.0557, 0.0537, 0.1005, 0.0603, 0.1334, 0.0063, 0.1148, 0.1947, 0.1616, 0.1633, 0.229, 0.1885, 0.1882, 0.1876, 0.2182, 0.213, 0.2664, 0.2664, 0.3798, 0.4415, 0.4677, 0.4603, 0.3267, 0.3732, 0.2316, 0.243, -0.08, -0.0651, -0.1099, -0.1228, -0.0243, -0.1105, -0.1268, -0.1945, -0.1942, -0.1939, -0.1939, -0.1785, -0.1853, -0.249, -0.243, -0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2050649866645205288", "ticker_idx": 0, "ts": "2026-05-02T18:53:22+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I already doubled my position on $AMPX, but I believe it is just the beginning. They will be the primary battery supplier for the eVTOL and drones industry.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Doubled long position in AMPX; sees it becoming the primary battery supplier for eVTOL and drones, with more upside ahead.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "I already doubled my position on $AMPX, but I believe it is just the beginning. They will be the primary battery supplier for the eVTOL and drones industry. \n\nThey report on Wednesday. Will cover the figures and takeaways from the earnings call. https://t.co/a34D19pyEU", "reply_text": null, "parent_text": null, "quoted_text": "The Battery Report 2026 is now released.\n\nIndependent testing confirms $AMPX is totally dominating the high-performance battery race.\n\nSA88: 345 Wh/kg + 3,339 W/kg -  leads the ENTIRE 30+ cell dataset on BOTH energy AND power. No other cell comes close.\n\nSA03: 379 Wh/kg -  the https://t.co/E3q6Vf01C5", "parent_author": null, "ret_m1d": 0.024043262936442877, "ret_signed_m1d": 0.024043262936442877, "alpha_spy_m1d": 0.020366401002553047, "alpha_c_m1d": 0.012462943869545828, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.011580319066897049, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05004909223584608, "ret_signed_p1d": 0.05004909223584608, "alpha_spy_p1d": 0.042026863511903656, "alpha_c_p1d": 0.041685493674263, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008363598561583085, "ret_p1w": -0.13248277560229593, "ret_signed_p1w": -0.13248277560229593, "alpha_spy_p1w": -0.1621341704329058, "alpha_c_p1w": -0.15622823134492392, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.023745455742627986, "ret_p1m": 0.1241413538188949, "ret_signed_p1m": 0.1241413538188949, "alpha_spy_p1m": 0.06625909436452404, "alpha_c_p1m": 0.10536716087077358, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.018774192948121327, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1241413538188949, "alpha_spy_stated": 0.06625909436452404, "alpha_c_stated": 0.10536716087077358, "price_path": [-0.3916, -0.4809, -0.3994, -0.3871, -0.4333, -0.4549, -0.5, -0.5108, -0.5108, -0.5206, -0.5137, -0.4921, -0.5329, -0.4995, -0.4701, -0.4573, -0.4347, -0.4735, -0.4313, -0.4293, -0.3842, -0.2694, -0.1987, -0.1305, -0.1168, -0.0878, -0.1026, -0.1192, -0.0829, -0.0491, -0.0726, -0.0623, -0.107, -0.0834, -0.1286, -0.1202, -0.158, -0.209, -0.2777, -0.1727, -0.2385, -0.2149, -0.2149, -0.1384, -0.1806, -0.1698, -0.2076, -0.1551, -0.0976, -0.1222, -0.1021, -0.0613, -0.0839, -0.0378, 0.0515, 0.1133, 0.0662, 0.0137, 0.051, -0.0339, -0.002, 0.0334, 0.024, 0.0, 0.05, 0.0888, -0.2095, -0.1806, -0.1325, -0.0761, -0.1403, -0.1232, -0.1732, -0.2213, -0.2404, -0.2605, -0.2493, -0.2134, -0.2134, -0.1251, -0.158, 0.0231, -0.0049, 0.0672, 0.1241, 0.0667, 0.106, -0.0339, -0.0761, -0.1452, -0.1938, -0.1609, -0.1997, -0.1747, -0.2399, -0.264, -0.2066, -0.2066, -0.2321, -0.3072, -0.3857, -0.3837, -0.3665, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038915307050295482", "ticker_idx": 0, "ts": "2026-03-31T09:44:25+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you want to be a part of this journey to space, I think Planet is an ideal company to invest in. They are the only pure-play space company with a positive free cash flow, got a huge backlog and a massive cash position.", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL as the only pure-play space data-center company with positive FCF, backlog, and cash; GOOGL and NVDA also named as prime movers of space compute revolution.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "While data centers on Earth still looks very early, the next step is already being prepared. Put them in space. \n\n$GOOGL and $NVDA are the prime movers of this revolution. Nvidia already started testing to train their GPUs in space with Starcloud. Starcloud who are fully focused on datacenters into space, just raised another $170M to further fuel their development. \n\nBoth Google and Nvidia recently introduced research collaborations with $PL. Planet will put both the Google TPUs and the Nvidia GPUs into space. First tests are planned early 2027. \n\nIf you want to be a part of this journey to space, I think Planet is an ideal company to invest in. They are the only pure-play space company with a positive free cash flow, got a huge backlog and a massive cash position. They can easily spend millions on R&D without any problems.\n\nThis is a massive advantage. They can spend heavily on R&D while the free cash flow of the already deployed satellites comes in. If datacenters in space looks to be a moonshot, no problem, they are ideally positioned for defense/environmental contracts. \n\nIf datacenters in space is the next big thing, $PL is positioned to fully capitalize on this market.", "reply_text": null, "parent_text": null, "quoted_text": "I am super excited to share that @Starcloud_ has raised a $170M Series A at a $1.1bn valuation to fuel our development of data centers in space 🚀 \n\nThe round comes after the successful deployment of our first satellite, Starcould-1, a few months ago, which had the first @NVIDIA https://t.co/zBiOjgrFHE", "parent_author": null, "ret_m1d": -0.002146739594031555, "ret_signed_m1d": -0.002146739594031555, "alpha_spy_m1d": 0.026100052236933124, "alpha_c_m1d": 0.02951098048945555, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.031657720083487106, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09874770111608888, "ret_signed_p1d": 0.09874770111608888, "alpha_spy_p1d": 0.09121320970578539, "alpha_c_p1d": 0.08205329745639478, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.0166944036596941, "ret_p1w": 0.2583183259007018, "ret_signed_p1w": 0.2583183259007018, "alpha_spy_p1w": 0.2446640302902594, "alpha_c_p1w": 0.24255127351391437, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.01576705238678744, "ret_p1m": 0.219320246897573, "ret_signed_p1m": 0.219320246897573, "alpha_spy_p1m": 0.1251541120911961, "alpha_c_p1m": 0.16861848647179922, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.05070176042577379, "ret_p3m": -0.0314848316312778, "ret_signed_p3m": -0.0314848316312778, "alpha_spy_p3m": -0.15530934041207722, "alpha_c_p3m": -0.15462714983354242, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.12314231820226462, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2945, -0.2698, -0.2347, -0.2186, -0.1911, -0.1971, -0.1875, -0.0898, -0.0941, -0.0436, 0.0118, 0.0297, 0.0297, 0.0018, -0.0562, -0.0676, -0.0361, -0.0744, 0.0043, -0.0025, -0.0572, -0.1066, -0.1825, -0.1431, -0.2211, -0.2691, -0.2036, -0.1406, -0.1846, -0.2254, -0.2379, -0.1979, -0.1979, -0.2054, -0.1506, -0.1016, -0.1449, -0.1492, -0.1159, -0.1188, -0.0841, -0.1363, -0.0569, -0.0948, -0.0698, -0.1202, -0.0955, -0.0762, -0.0912, -0.0898, -0.1066, -0.1131, -0.1199, -0.0311, -0.1123, -0.0354, 0.2104, 0.21, 0.1388, 0.2655, 0.1592, 0.1041, -0.0021, 0.0, 0.0987, 0.2837, 0.2837, 0.253, 0.2583, 0.3077, 0.2247, 0.2404, 0.2279, 0.214, 0.2311, 0.4272, 0.3767, 0.3417, 0.3606, 0.4122, 0.3699, 0.268, 0.2683, 0.2533, 0.2193, 0.3227, 0.3202, 0.3789, 0.3284, 0.42, 0.2608, 0.3968, 0.497, 0.4555, 0.4576, 0.5399, 0.4891, 0.4887, 0.488, 0.5263, 0.5199, 0.5868, 0.5868, 0.7288, 0.8061, 0.839, 0.8297, 0.6623, 0.7206, 0.5431, 0.5574, 0.1528, 0.1714, 0.1152, 0.0991, 0.2225, 0.1145, 0.0941, 0.0093, 0.0097, 0.01, 0.01, 0.0293, 0.0208, -0.059, -0.0515, -0.0315, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038915307050295482", "ticker_idx": 1, "ts": "2026-03-31T09:44:25+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL and $NVDA are the prime movers of this revolution", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL as the only pure-play space data-center company with positive FCF, backlog, and cash; GOOGL and NVDA also named as prime movers of space compute revolution.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "While data centers on Earth still looks very early, the next step is already being prepared. Put them in space. \n\n$GOOGL and $NVDA are the prime movers of this revolution. Nvidia already started testing to train their GPUs in space with Starcloud. Starcloud who are fully focused on datacenters into space, just raised another $170M to further fuel their development. \n\nBoth Google and Nvidia recently introduced research collaborations with $PL. Planet will put both the Google TPUs and the Nvidia GPUs into space. First tests are planned early 2027. \n\nIf you want to be a part of this journey to space, I think Planet is an ideal company to invest in. They are the only pure-play space company with a positive free cash flow, got a huge backlog and a massive cash position. They can easily spend millions on R&D without any problems.\n\nThis is a massive advantage. They can spend heavily on R&D while the free cash flow of the already deployed satellites comes in. If datacenters in space looks to be a moonshot, no problem, they are ideally positioned for defense/environmental contracts. \n\nIf datacenters in space is the next big thing, $PL is positioned to fully capitalize on this market.", "reply_text": null, "parent_text": null, "quoted_text": "I am super excited to share that @Starcloud_ has raised a $170M Series A at a $1.1bn valuation to fuel our development of data centers in space 🚀 \n\nThe round comes after the successful deployment of our first satellite, Starcould-1, a few months ago, which had the first @NVIDIA https://t.co/zBiOjgrFHE", "parent_author": null, "ret_m1d": -0.05292430309176288, "ret_signed_m1d": -0.05292430309176288, "alpha_spy_m1d": -0.0246775112607982, "alpha_c_m1d": 0.0015096965155043662, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.05443399960726725, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007740860269023653, "ret_signed_p1d": 0.007740860269023653, "alpha_spy_p1d": 0.00020636885872016286, "alpha_c_p1d": -0.014611793514618832, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.021215603512665826, "ret_signed_p1w": 0.021215603512665826, "alpha_spy_p1w": 0.007561307902223424, "alpha_c_p1w": -0.021820390912662413, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.19982799840191623, "ret_signed_p1m": 0.19982799840191623, "alpha_spy_p1m": 0.10566186359553931, "alpha_c_p1m": -0.10319754809078696, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 0.10524306175107889, "ret_signed_p3m": 0.10524306175107889, "alpha_spy_p3m": -0.018581447029720533, "alpha_c_p3m": -0.48998384249528226, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.5952269042463612, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0693, 0.0828, 0.0786, 0.0736, 0.0843, 0.061, 0.0599, 0.0604, 0.0654, 0.0501, 0.0725, 0.0678, 0.0678, 0.021, 0.0511, 0.0598, 0.076, 0.0692, 0.0809, 0.0981, 0.1038, 0.0959, 0.0642, 0.034, -0.0013, -0.0145, 0.0631, 0.0896, 0.081, 0.0897, 0.0718, 0.0482, 0.0482, 0.0606, 0.0778, 0.0773, 0.0884, 0.0983, 0.1057, 0.1213, 0.0601, 0.0159, 0.0463, 0.0323, 0.0495, 0.0512, 0.0196, 0.0472, 0.0594, 0.0667, 0.0501, 0.0335, 0.0506, 0.0432, 0.0344, 0.0239, -0.0097, 0.0071, 0.0046, 0.0245, -0.0181, -0.0394, -0.0529, 0.0, 0.0077, 0.0171, 0.0171, 0.0186, 0.0212, 0.044, 0.0545, 0.0816, 0.0855, 0.1268, 0.1403, 0.1373, 0.1564, 0.1586, 0.1461, 0.1611, 0.1447, 0.1942, 0.242, 0.2223, 0.1998, 0.1443, 0.1379, 0.1381, 0.1267, 0.1917, 0.2127, 0.2339, 0.2583, 0.2659, 0.2949, 0.3517, 0.292, 0.2748, 0.265, 0.2814, 0.2587, 0.2347, 0.2347, 0.232, 0.219, 0.2285, 0.2107, 0.2865, 0.2776, 0.2314, 0.2552, 0.1774, 0.1977, 0.1951, 0.1505, 0.1761, 0.1779, 0.2196, 0.1907, 0.1748, 0.2095, 0.2095, 0.1978, 0.1484, 0.1424, 0.1237, 0.1052, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038915307050295482", "ticker_idx": 2, "ts": "2026-03-31T09:44:25+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 and $NVDA are the prime movers of this revolution", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL as the only pure-play space data-center company with positive FCF, backlog, and cash; GOOGL and NVDA also named as prime movers of space compute revolution.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "While data centers on Earth still looks very early, the next step is already being prepared. Put them in space. \n\n$GOOGL and $NVDA are the prime movers of this revolution. Nvidia already started testing to train their GPUs in space with Starcloud. Starcloud who are fully focused on datacenters into space, just raised another $170M to further fuel their development. \n\nBoth Google and Nvidia recently introduced research collaborations with $PL. Planet will put both the Google TPUs and the Nvidia GPUs into space. First tests are planned early 2027. \n\nIf you want to be a part of this journey to space, I think Planet is an ideal company to invest in. They are the only pure-play space company with a positive free cash flow, got a huge backlog and a massive cash position. They can easily spend millions on R&D without any problems.\n\nThis is a massive advantage. They can spend heavily on R&D while the free cash flow of the already deployed satellites comes in. If datacenters in space looks to be a moonshot, no problem, they are ideally positioned for defense/environmental contracts. \n\nIf datacenters in space is the next big thing, $PL is positioned to fully capitalize on this market.", "reply_text": null, "parent_text": null, "quoted_text": "I am super excited to share that @Starcloud_ has raised a $170M Series A at a $1.1bn valuation to fuel our development of data centers in space 🚀 \n\nThe round comes after the successful deployment of our first satellite, Starcould-1, a few months ago, which had the first @NVIDIA https://t.co/zBiOjgrFHE", "parent_author": null, "ret_m1d": -0.04889413888992422, "ret_signed_m1d": -0.04889413888992422, "alpha_spy_m1d": -0.020647347058959542, "alpha_c_m1d": -0.022735053685806195, "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": 0.03418426038221156, "ret_signed_p1d": 0.03418426038221156, "alpha_spy_p1d": 0.026649768971908072, "alpha_c_p1d": 0.03075652198989931, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.0034277383923122517, "ret_p1w": 0.06224787331951376, "ret_signed_p1w": 0.06224787331951376, "alpha_spy_p1w": 0.048593577709071356, "alpha_c_p1w": 0.053588276486904673, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.008659596832609084, "ret_p1m": 0.21692868355693085, "ret_signed_p1m": 0.21692868355693085, "alpha_spy_p1m": 0.12276254875055392, "alpha_c_p1m": 0.17696832493261327, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.03996035862431757, "ret_p3m": 0.17398645724854278, "ret_signed_p3m": 0.17398645724854278, "alpha_spy_p3m": 0.050161948467743356, "alpha_c_p3m": 0.21371014888373785, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0877, 0.0952, 0.1, 0.0924, 0.1189, 0.1309, 0.1418, 0.1532, 0.1675, 0.1671, 0.1564, 0.1468, 0.1468, 0.119, 0.1411, 0.1487, 0.1396, 0.1581, 0.1626, 0.1677, 0.1754, 0.1746, 0.1944, 0.1805, 0.1573, 0.1511, 0.122, 0.127, 0.1071, 0.0806, 0.0738, 0.0624, 0.0624, 0.0495, 0.0541, 0.0524, 0.0946, 0.0825, 0.0804, 0.0874, 0.0682, 0.0834, 0.0652, 0.055, 0.0534, 0.0456, 0.0374, 0.0654, 0.0677, 0.0735, 0.0556, 0.0512, 0.0626, 0.0812, 0.07, 0.0681, 0.0467, 0.0504, 0.01, 0.0117, -0.0231, -0.046, -0.0489, 0.0, 0.0342, 0.0286, 0.0286, 0.0432, 0.0622, 0.1035, 0.1076, 0.1032, 0.1174, 0.1577, 0.1723, 0.1685, 0.1882, 0.1734, 0.1556, 0.18, 0.1785, 0.1977, 0.2183, 0.2164, 0.2169, 0.3382, 0.3413, 0.3328, 0.3508, 0.3842, 0.384, 0.3938, 0.3515, 0.347, 0.4001, 0.3947, 0.3798, 0.3804, 0.3481, 0.3524, 0.3481, 0.3318, 0.3318, 0.3523, 0.3522, 0.3567, 0.3226, 0.3088, 0.2583, 0.2484, 0.2943, 0.2816, 0.2642, 0.2675, 0.2401, 0.2449, 0.2515, 0.2852, 0.2988, 0.2658, 0.2806, 0.2806, 0.2168, 0.2044, 0.2015, 0.196, 0.174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2039403862071615644", "ticker_idx": 0, "ts": "2026-04-01T18:05:45+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I recently bought some extra $HIMS", "tweet_type": "prediction", "timeline": "quarters", "summary": "3 stocks to bounce in 2026: long HIMS on GLP-1 platform growth, long OUST on SAFE LiDAR Act monopoly, long SK Hynix on HBM shortage + US listing catalyst.", "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": "3 stock I think will bounce back in 2026. \n\n1. $HIMS\n\nHIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable. \n\nHIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers. \n\nAt the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant. \n\nWith recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible. \n\nThe stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform. \n\nI recently bought some extra $HIMS.\n\n---\n\n2. $OUST\n\nOuster is a Lidar producer. The sensors and software offer 3D vision to machinery, vehicles, and robots. \n\nOuster has struggled lately to reach high growth due to heavy competition form China. This will change in June. The US has introduced the SAFE LiDAR Act.\n\nThis forbids US companies to work with Chinese Lidar producers. This should give Ouster a monopoly in the US. \n\nAfter the last quarterly update, the lowest analyst target was $40. My own analysis gives the same neutral price target, with an upside to $73. \n\nI recently bought some extra $OUST\n\n---\n\n3. SK Hynix\n\nSK Hynix has a forward P/E of 4.47... \n\nRidiculous for a company that is completely sold out for the whole year. There are many bottlenecks in the AI supply chain but HBM is a clear one. \n\nSK is aggressively trying to expand their production facilities. They recently bought 20% extra on $ASML equipment to make sure they have the shortest delivery time. \n\nThey are officially moving toward a US listing. This could increase their price multiple. \n\nThey just dropped 25% because of the war in Iran. Korea is very dependend on the LNG that flows through the Strait of Hormuz. If they find a way to keep the energy prices as low as possible, it's an easy 25% gain. \n\nI'm long SK Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04637097123076095, "ret_signed_m1d": 0.04637097123076095, "alpha_spy_m1d": 0.05384911860391639, "alpha_c_m1d": 0.05384911860391639, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.0074781473731554415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03528229624777224, "ret_signed_p1d": -0.03528229624777224, "alpha_spy_p1d": -0.03618275577911112, "alpha_c_p1d": -0.03618275577911112, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0009004595313388819, "ret_p1w": -0.02268148989307117, "ret_signed_p1w": -0.02268148989307117, "alpha_spy_p1w": -0.054379869383438306, "alpha_c_p1w": -0.054379869383438306, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.031698379490367135, "ret_p1m": 0.369455638474375, "ret_signed_p1m": 0.369455638474375, "alpha_spy_p1m": 0.27266669845588765, "alpha_c_p1m": 0.27266669845588765, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.09678894001848737, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.684, 0.7495, 0.7873, 0.7873, 0.7072, 0.5973, 0.63, 0.623, 0.5786, 0.5741, 0.5817, 0.5817, 0.5358, 0.4561, 0.5383, 0.4929, 0.5262, 0.496, 0.4451, 0.5055, 0.3654, 0.3327, 0.2873, 0.2298, 0.1835, 0.1603, -0.0257, -0.131, -0.1588, -0.2036, -0.1784, -0.1784, -0.1799, -0.2016, -0.2026, -0.2122, -0.2182, -0.2208, -0.2026, -0.2137, -0.2681, -0.1694, -0.2026, -0.1709, -0.1996, -0.2067, 0.1169, 0.183, 0.3044, 0.2016, 0.2485, 0.254, 0.2591, 0.1668, 0.2177, 0.1099, 0.1321, 0.0756, 0.0504, 0.0514, -0.0232, -0.0534, 0.0464, 0.0, -0.0353, -0.0353, 0.0247, -0.0171, -0.0227, -0.0045, -0.0207, 0.066, 0.0766, 0.2243, 0.3604, 0.4526, 0.563, 0.5, 0.4622, 0.4189, 0.5403, 0.4814, 0.4068, 0.3271, 0.3695, 0.3816, 0.3745, 0.3271, 0.3548, 0.2928, 0.4249, 0.4687, 0.2616, 0.2167, 0.2218, 0.2626, 0.1235, 0.131, 0.1613, 0.2102, 0.1971, 0.1971, 0.2021, 0.2702, 0.2792, 0.318, 0.3992, 0.3866, 0.3866, 0.4118, 0.3201, 0.3695, 0.4607, 0.4002, 0.4551, 0.3518, 0.5207, 0.5862, 0.6074, 0.7878, 0.7878, 0.6905, 0.6613, 0.6482, 0.6487, 0.7107, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039403862071615644", "ticker_idx": 1, "ts": "2026-04-01T18:05:45+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I recently bought some extra $OUST", "tweet_type": "prediction", "timeline": "quarters", "summary": "3 stocks to bounce in 2026: long HIMS on GLP-1 platform growth, long OUST on SAFE LiDAR Act monopoly, long SK Hynix on HBM shortage + US listing catalyst.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "3 stock I think will bounce back in 2026. \n\n1. $HIMS\n\nHIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable. \n\nHIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers. \n\nAt the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant. \n\nWith recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible. \n\nThe stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform. \n\nI recently bought some extra $HIMS.\n\n---\n\n2. $OUST\n\nOuster is a Lidar producer. The sensors and software offer 3D vision to machinery, vehicles, and robots. \n\nOuster has struggled lately to reach high growth due to heavy competition form China. This will change in June. The US has introduced the SAFE LiDAR Act.\n\nThis forbids US companies to work with Chinese Lidar producers. This should give Ouster a monopoly in the US. \n\nAfter the last quarterly update, the lowest analyst target was $40. My own analysis gives the same neutral price target, with an upside to $73. \n\nI recently bought some extra $OUST\n\n---\n\n3. SK Hynix\n\nSK Hynix has a forward P/E of 4.47... \n\nRidiculous for a company that is completely sold out for the whole year. There are many bottlenecks in the AI supply chain but HBM is a clear one. \n\nSK is aggressively trying to expand their production facilities. They recently bought 20% extra on $ASML equipment to make sure they have the shortest delivery time. \n\nThey are officially moving toward a US listing. This could increase their price multiple. \n\nThey just dropped 25% because of the war in Iran. Korea is very dependend on the LNG that flows through the Strait of Hormuz. If they find a way to keep the energy prices as low as possible, it's an easy 25% gain. \n\nI'm long SK Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013426422595708809, "ret_signed_m1d": -0.013426422595708809, "alpha_spy_m1d": -0.0059482752225533675, "alpha_c_m1d": 0.001472457839561181, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.01489888043526999, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.046723893269200456, "ret_signed_p1d": 0.046723893269200456, "alpha_spy_p1d": 0.045823433737861574, "alpha_c_p1d": 0.03871850946599609, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.008005383803204369, "ret_p1w": 0.08807729944849774, "ret_signed_p1w": 0.08807729944849774, "alpha_spy_p1w": 0.0563789199581306, "alpha_c_p1w": 0.03782156200198594, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.050255737446511795, "ret_p1m": 0.44790536355220834, "ret_signed_p1m": 0.44790536355220834, "alpha_spy_p1m": 0.35111642353372097, "alpha_c_p1m": 0.2656357005087153, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.182269663043493, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.2551, 0.3319, 0.3802, 0.3802, 0.4866, 0.4968, 0.4672, 0.456, 0.4903, 0.4715, 0.4157, 0.4157, 0.3158, 0.3582, 0.4629, 0.334, 0.2981, 0.311, 0.2825, 0.261, 0.1187, 0.0918, 0.0886, 0.0301, -0.0709, 0.043, 0.131, 0.0773, 0.0145, -0.0242, 0.0081, 0.0081, -0.0011, -0.0016, 0.0247, 0.0, -0.0301, 0.0016, 0.0634, 0.0542, 0.0177, 0.0875, 0.1665, 0.2019, 0.1375, 0.0886, 0.1037, 0.2014, 0.3292, 0.2116, 0.1531, 0.1439, 0.1488, 0.1139, 0.131, 0.0768, 0.1375, 0.1047, 0.0859, 0.0371, -0.0516, -0.1069, -0.0134, 0.0, 0.0467, 0.0467, 0.0371, 0.0381, 0.0881, 0.0757, 0.1112, 0.1751, 0.2578, 0.3126, 0.2981, 0.3029, 0.4576, 0.4828, 0.4909, 0.4184, 0.5156, 0.4458, 0.4033, 0.3716, 0.4479, 0.4205, 0.5118, 0.536, 0.5787, 0.3163, 0.3534, 0.4393, 0.4554, 0.8351, 0.8722, 0.8722, 0.6509, 0.5961, 0.6579, 0.8845, 0.9887, 0.9887, 1.2932, 1.3754, 1.2734, 1.4731, 1.413, 1.4721, 1.3609, 1.529, 1.131, 1.1955, 1.0687, 1.0618, 1.1273, 1.1375, 1.4264, 1.2948, 1.1869, 1.5011, 1.5011, 1.5607, 1.4253, 1.1864, 1.246, 1.2567, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039403862071615644", "ticker_idx": 2, "ts": "2026-04-01T18:05:45+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm long SK Hynix", "tweet_type": "prediction", "timeline": "quarters", "summary": "3 stocks to bounce in 2026: long HIMS on GLP-1 platform growth, long OUST on SAFE LiDAR Act monopoly, long SK Hynix on HBM shortage + US listing catalyst.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix listed on KOSPI as 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "3 stock I think will bounce back in 2026. \n\n1. $HIMS\n\nHIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable. \n\nHIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers. \n\nAt the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant. \n\nWith recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible. \n\nThe stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform. \n\nI recently bought some extra $HIMS.\n\n---\n\n2. $OUST\n\nOuster is a Lidar producer. The sensors and software offer 3D vision to machinery, vehicles, and robots. \n\nOuster has struggled lately to reach high growth due to heavy competition form China. This will change in June. The US has introduced the SAFE LiDAR Act.\n\nThis forbids US companies to work with Chinese Lidar producers. This should give Ouster a monopoly in the US. \n\nAfter the last quarterly update, the lowest analyst target was $40. My own analysis gives the same neutral price target, with an upside to $73. \n\nI recently bought some extra $OUST\n\n---\n\n3. SK Hynix\n\nSK Hynix has a forward P/E of 4.47... \n\nRidiculous for a company that is completely sold out for the whole year. There are many bottlenecks in the AI supply chain but HBM is a clear one. \n\nSK is aggressively trying to expand their production facilities. They recently bought 20% extra on $ASML equipment to make sure they have the shortest delivery time. \n\nThey are officially moving toward a US listing. This could increase their price multiple. \n\nThey just dropped 25% because of the war in Iran. Korea is very dependend on the LNG that flows through the Strait of Hormuz. If they find a way to keep the energy prices as low as possible, it's an easy 25% gain. \n\nI'm long SK Hynix.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08072283167818717, "ret_signed_m1d": 0.08072283167818717, "alpha_spy_m1d": 0.08820097905134261, "alpha_c_m1d": 0.10258676845276016, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.02186393677457299, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05542168946917325, "ret_signed_p1d": 0.05542168946917325, "alpha_spy_p1d": 0.05452122993783437, "alpha_c_p1d": 0.05452874842157884, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": 0.0008929410475944088, "ret_p1w": 0.2024095895548803, "ret_signed_p1w": 0.2024095895548803, "alpha_spy_p1w": 0.17071121006451317, "alpha_c_p1w": 0.12344943415869092, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.07896015539618939, "ret_p1m": 0.5493975649543825, "ret_signed_p1m": 0.5493975649543825, "alpha_spy_p1m": 0.45260862493589515, "alpha_c_p1m": 0.25664556953984374, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.2927519954145388, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.163, -0.1269, -0.1077, -0.0908, -0.1053, -0.0993, -0.1125, -0.1077, -0.0993, -0.0908, -0.0812, -0.1065, -0.1101, -0.092, -0.0776, -0.1149, -0.0379, 0.0114, 0.0354, 0.0932, -0.0018, 0.0908, 0.0823, 0.0126, 0.009, 0.0667, 0.0535, 0.0342, 0.0679, 0.0583, 0.0583, 0.0583, 0.0583, 0.0751, 0.1413, 0.1437, 0.2086, 0.2242, 0.3241, 0.2783, 0.2783, 0.1313, 0.0229, 0.1337, 0.1133, 0.0072, 0.1301, 0.1506, 0.1205, 0.0964, 0.1735, 0.1687, 0.2723, 0.2205, 0.2133, 0.1241, 0.188, 0.1988, 0.1241, 0.1241, 0.0518, -0.0277, 0.0807, 0.0, 0.0554, 0.0675, 0.1036, 0.2446, 0.2024, 0.2373, 0.253, 0.3289, 0.3687, 0.3916, 0.359, 0.4048, 0.4747, 0.4735, 0.4759, 0.4723, 0.5566, 0.5663, 0.5578, 0.5494, 0.5494, 0.7434, 0.7434, 0.9289, 0.9928, 1.0313, 1.2651, 1.2108, 1.3807, 1.3735, 1.1916, 1.2169, 1.1024, 1.1024, 1.3373, 1.3386, 1.3386, 1.4723, 1.7024, 1.7583, 1.8113, 1.8475, 1.8438, 1.8438, 1.7691, 1.4944, 1.3028, 1.6691, 1.4679, 1.5317, 1.5908, 1.7571, 1.8704, 2.0379, 2.2355, 2.3307, 2.5175, 2.0788, 2.1584, 2.515, 2.221, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2032412528647557265", "ticker_idx": 0, "ts": "2026-03-13T11:04:41+00:00", "symbol": "ASML.AS", "kind": "equity", "geography": null, "sub_sector": "advanced packaging", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Big move for $ASML as they step into advanced packaging", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ASML on its expansion into advanced packaging with the TWINSCAN XT:260, directly targeting AI's biggest stacking bottleneck.", "resolved_tickers": ["ASML.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "Big move for $ASML as they step into advanced packaging.\n\nTo make AI chips faster and more powerful, the industry is shifting from just shrinking chips to stacking them on top of each other like Legos. This is known as advanced packaging.\n\nThe tricky part? \nTo stack these chips, you have to perfectly align millions of microscopic connections between the layers. If they are even slightly off, the whole chip fails.\n\nSo why is this a bottleneck right now? \nIt has become the biggest traffic jam in the entire AI industry. Chipmakers can actually print the individual chips fast enough, but meticulously stacking and wiring them together takes incredible time and precision.\n\nThat is exactly what ASML's new machine, the TWINSCAN XT:260, is built for. \n\nIt maps out the exact placement for those ultra-precise connections so the chips can be stacked together safely and it does it 4x faster than older tools.", "reply_text": null, "parent_text": null, "quoted_text": "$ASML is developing hybrid bonding equipment for next-generation HBM, expanding beyond lithography into advanced packaging.\n\nThat puts ASML directly into one of the fastest-growing bottlenecks in the AI semiconductor stack. https://t.co/5wOVQilwXq", "parent_author": null, "ret_m1d": 0.0006782851168376514, "ret_signed_m1d": 0.0006782851168376514, "alpha_spy_m1d": -0.005014070139272908, "alpha_c_m1d": -0.0013871844782917808, "bench_spy_m1d": 0.0056923552561105595, "bench_c_m1d": 0.002065469595129432, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01508997700986825, "ret_signed_p1d": 0.01508997700986825, "alpha_spy_p1d": 0.00491311199941169, "alpha_c_p1d": -0.0019240086972238668, "bench_spy_p1d": 0.01017686501045656, "bench_c_p1d": 0.017013985707092116, "ret_p1w": -0.04357411452418969, "ret_signed_p1w": -0.04357411452418969, "alpha_spy_p1w": -0.025532588245512855, "alpha_c_p1w": -0.036887319213526615, "bench_spy_p1w": -0.018041526278676834, "bench_c_p1w": -0.006686795310663074, "ret_p1m": 0.06798926733072919, "ret_signed_p1m": 0.06798926733072919, "alpha_spy_p1m": 0.02920906065453166, "alpha_c_p1m": -0.07661613815644697, "bench_spy_p1m": 0.038780206676197526, "bench_c_p1m": 0.14460540548717615, "ret_p3m": 0.28054650282312843, "ret_signed_p3m": 0.28054650282312843, "alpha_spy_p3m": 0.18221924423218017, "alpha_c_p3m": -0.19341624970446203, "bench_spy_p3m": 0.09832725859094826, "bench_c_p3m": 0.47396275252759046, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06798926733072919, "alpha_spy_stated": 0.02920906065453166, "alpha_c_stated": -0.07661613815644697, "price_path": [-0.2308, -0.2601, -0.2442, -0.2367, -0.2414, -0.2353, -0.2389, -0.2389, -0.2389, -0.2323, -0.2225, -0.2199, -0.2199, -0.165, -0.1084, -0.1017, -0.1095, -0.1424, -0.0843, -0.0802, -0.0665, -0.0821, -0.0269, -0.0118, -0.0515, -0.0349, -0.0223, -0.004, -0.0025, -0.0027, 0.0308, 0.0112, 0.0092, 0.0291, 0.0369, 0.0078, -0.0344, -0.0267, 0.0107, 0.0214, 0.0114, 0.0239, 0.0002, 0.0092, 0.0131, 0.0166, 0.0553, 0.0497, 0.0644, 0.059, 0.071, 0.0922, 0.0448, 0.0456, 0.0261, -0.0151, 0.0171, 0.0054, -0.0276, -0.0271, 0.0173, 0.0163, 0.0007, 0.0, 0.0151, 0.012, 0.0097, -0.0093, -0.0436, -0.0036, 0.0187, 0.0271, -0.0117, -0.0281, -0.0573, -0.0512, 0.0068, -0.0158, -0.0158, -0.0158, -0.0558, 0.028, 0.0468, 0.0766, 0.068, 0.0887, 0.0427, 0.0365, 0.0546, 0.0554, 0.0487, 0.0595, 0.0375, 0.0617, 0.0302, -0.0044, 0.0133, 0.0386, 0.0386, 0.0088, 0.0442, 0.1088, 0.1045, 0.121, 0.1093, 0.0754, 0.1274, 0.1614, 0.1101, 0.0743, 0.0612, 0.1325, 0.1429, 0.1971, 0.2155, 0.1808, 0.1694, 0.1818, 0.1766, 0.1844, 0.242, 0.2619, 0.2727, 0.2423, 0.2868, 0.2816, 0.2805, 0.339, 0.3845, 0.3783, 0.3519, 0.4073, 0.424, 0.4085, 0.4068, 0.3261, 0.3201, 0.3543, 0.3409, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2031874117062771097", "ticker_idx": 0, "ts": "2026-03-11T23:25:14+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 think the possible growth of google is huge", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish GOOGL; dismisses less-growth thesis, citing TPUs, Space, Robotaxi, LLM, YouTube as massive growth vectors.", "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": "@YodaStockInvest Less growth ahead? $GOOGL is in every growing TAM possibe: TPU’s, Space, Robotaxi, LLM, Youtube,… I probably miss a few but I think the possible growth of google is huge.", "reply_text": null, "parent_text": "@Kaizen_Investor why? less growth ahead I think, higher valuation", "quoted_text": null, "parent_author": "YodaStockInvest", "ret_m1d": 0.01696605943110341, "ret_signed_m1d": 0.01696605943110341, "alpha_spy_m1d": 0.0015469545728992173, "alpha_c_m1d": 0.0019577337140608275, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015008325717042581, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004183772956429577, "ret_signed_p1d": -0.004183772956429577, "alpha_spy_p1d": 0.0014763627961793535, "alpha_c_p1d": 0.0029299502870564487, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.007113723243486025, "ret_p1w": 0.011793833647795404, "ret_signed_p1w": 0.011793833647795404, "alpha_spy_p1w": 0.021192325039812387, "alpha_c_p1w": 0.030272112390258954, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": -0.01847827874246355, "ret_p1m": 0.04509974460777144, "ret_signed_p1m": 0.04509974460777144, "alpha_spy_p1m": 0.02219545314500393, "alpha_c_p1m": 0.05339650321337008, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": -0.008296758605598642, "ret_p3m": 0.20071688481838668, "ret_signed_p3m": 0.20071688481838668, "alpha_spy_p3m": 0.09111277465389156, "alpha_c_p3m": 0.23050992386254787, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": -0.029793039044161196, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04509974460777144, "alpha_spy_stated": 0.02219545314500393, "alpha_c_stated": 0.05339650321337008, "price_path": [0.0147, 0.0092, -0.0232, -0.0043, 0.0112, 0.0198, 0.0349, 0.034, 0.034, 0.0321, 0.0322, 0.0332, 0.0304, 0.0304, 0.0375, 0.0421, 0.0348, 0.06, 0.0714, 0.0817, 0.0925, 0.106, 0.1056, 0.0955, 0.0864, 0.0864, 0.06, 0.081, 0.0881, 0.0796, 0.0971, 0.1013, 0.1062, 0.1135, 0.1127, 0.1314, 0.1183, 0.0964, 0.0905, 0.0629, 0.0677, 0.0488, 0.0237, 0.0172, 0.0064, 0.0064, -0.0057, -0.0014, -0.003, 0.0369, 0.0254, 0.0235, 0.0301, 0.0119, 0.0263, 0.0091, -0.0006, -0.0021, -0.0095, -0.0173, 0.0093, 0.0115, 0.017, 0.0, -0.0042, 0.0066, 0.0243, 0.0136, 0.0118, -0.0084, -0.0049, -0.0432, -0.0416, -0.0746, -0.0962, -0.099, -0.0527, -0.0203, -0.0256, -0.0256, -0.0117, 0.0063, 0.0454, 0.0492, 0.0451, 0.0585, 0.0967, 0.1106, 0.107, 0.1256, 0.1116, 0.0947, 0.1178, 0.1164, 0.1346, 0.1541, 0.1523, 0.1528, 0.2677, 0.2706, 0.2626, 0.2796, 0.3113, 0.3111, 0.3204, 0.2803, 0.2761, 0.3264, 0.3213, 0.3071, 0.3077, 0.2771, 0.2812, 0.2771, 0.2616, 0.2616, 0.2811, 0.2809, 0.2852, 0.253, 0.2399, 0.1921, 0.1826, 0.2261, 0.2141, 0.1976, 0.2007, 0.1747, 0.1793, 0.1856, 0.2175, 0.2304, 0.1992, 0.2131, 0.2131, 0.1527, 0.141, 0.1382, 0.133, 0.1121, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2041422496704934362", "ticker_idx": 0, "ts": "2026-04-07T07:47:05+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a CFO selling 75% of his shares, is making it difficult", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Self-described HIMS bull whose thesis is being seriously challenged by CFO selling 75% of shares; effectively bearish signal dampening conviction.", "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 a $HIMS bull and I believe in my thesis. But a CFO selling 75% of his shares, is making it difficult. \n\nThe only reason I can possibly imagine is that they part ways. If not, this looks like a good reason to do so. \n\nThe argument that he can see all the figures and is selling now because of a bad possible quarter is not valid imo. \n\nThe figures aren’t spectacular for a couple of quarters now. If this is his intention, he should have sold a couple of quarters ago at $50, not now at $20.\n\nOr he did not see the drop coming. But if that’s the case, you are probably not at your place as CFO. \n\nAnyway, another dunk in the image of $HIMS.", "reply_text": null, "parent_text": null, "quoted_text": "🚨 BREAKING: $HIMS CFO YEMI OKUPE FILES TO SELL 240K SHARES (≈$4.9 MILLION)\n\nOkupe owns 319k shares as of Mar 20\n\nThis sale is part of a 10b5-1 pre-planned trading plan adopted in May 2025\n\nIt is the largest proposed sale of all time by Okupe https://t.co/Q7xSnxAbvC", "parent_author": null, "ret_m1d": 0.0425640986515925, "ret_signed_m1d": -0.0425640986515925, "alpha_spy_m1d": -0.04300390570086965, "alpha_c_m1d": -0.04300390570086965, "bench_spy_m1d": -0.0004398070492771522, "bench_c_m1d": -0.0004398070492771522, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0056410569411057265, "ret_signed_p1d": 0.0056410569411057265, "alpha_spy_p1d": 0.031110693453296645, "alpha_c_p1d": 0.031110693453296645, "bench_spy_p1d": 0.02546963651219092, "bench_c_p1d": 0.02546963651219092, "ret_p1w": 0.09538464668469548, "ret_signed_p1w": -0.09538464668469548, "alpha_spy_p1w": -0.04192739011901114, "alpha_c_p1w": -0.04192739011901114, "bench_spy_p1w": 0.05345725656568434, "bench_c_p1w": 0.05345725656568434, "ret_p1m": 0.37846149542392826, "ret_signed_p1m": -0.37846149542392826, "alpha_spy_p1m": -0.2652821917151611, "alpha_c_p1m": -0.2652821917151611, "bench_spy_p1m": 0.11317930370876716, "bench_c_p1m": 0.11317930370876716, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.37846149542392826, "alpha_spy_stated": -0.2652821917151611, "alpha_c_stated": -0.2652821917151611, "price_path": [0.7369, 0.6251, 0.6585, 0.6513, 0.6062, 0.6015, 0.6092, 0.6092, 0.5626, 0.4815, 0.5651, 0.519, 0.5528, 0.5221, 0.4703, 0.5318, 0.3892, 0.3559, 0.3097, 0.2513, 0.2041, 0.1805, -0.0087, -0.1159, -0.1441, -0.1897, -0.1641, -0.1641, -0.1656, -0.1877, -0.1887, -0.1985, -0.2046, -0.2072, -0.1887, -0.2, -0.2554, -0.1549, -0.1887, -0.1564, -0.1856, -0.1928, 0.1364, 0.2036, 0.3272, 0.2226, 0.2703, 0.2759, 0.281, 0.1872, 0.239, 0.1292, 0.1518, 0.0944, 0.0687, 0.0697, -0.0062, -0.0369, 0.0646, 0.0174, -0.0185, -0.0185, 0.0426, 0.0, -0.0056, 0.0128, -0.0036, 0.0846, 0.0954, 0.2456, 0.3841, 0.4779, 0.5903, 0.5262, 0.4877, 0.4436, 0.5672, 0.5072, 0.4313, 0.3503, 0.3933, 0.4056, 0.3985, 0.3503, 0.3785, 0.3154, 0.4497, 0.4944, 0.2836, 0.2379, 0.2431, 0.2846, 0.1431, 0.1508, 0.1815, 0.2313, 0.2179, 0.2179, 0.2231, 0.2923, 0.3015, 0.341, 0.4236, 0.4108, 0.4108, 0.4364, 0.3431, 0.3933, 0.4862, 0.4246, 0.4805, 0.3754, 0.5472, 0.6138, 0.6354, 0.819, 0.819, 0.72, 0.6903, 0.6769, 0.6774, 0.7405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042151976092201189", "ticker_idx": 0, "ts": "2026-04-09T08:05:47+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a major re-rating for Samsung and SK Hynix feels inevitable", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish Samsung and SK Hynix; 2027 profit projections make a major re-rating inevitable.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "With these 2027 profit projections, a major re-rating for Samsung and SK Hynix feels inevitable.", "reply_text": null, "parent_text": null, "quoted_text": "Bookmark this. KB Securities expects Samsung to make more money than Nvidia next year. https://t.co/KNlDOG3gEd", "parent_author": null, "ret_m1d": -0.009708737864077666, "ret_signed_m1d": -0.009708737864077666, "alpha_spy_m1d": -0.003972810829475981, "alpha_c_m1d": -0.007034002329440736, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.0026747355346369295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024271844660194164, "ret_signed_p1d": -0.024271844660194164, "alpha_spy_p1d": -0.023610069233635622, "alpha_c_p1d": -0.028143081854954177, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.0038712371947600133, "ret_p1w": 0.04854368932038833, "ret_signed_p1w": 0.04854368932038833, "alpha_spy_p1w": 0.016554097005731405, "alpha_c_p1w": -0.021492250892594766, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0700359402129831, "ret_p1m": 0.3859223300970873, "ret_signed_p1m": 0.3859223300970873, "alpha_spy_p1m": 0.3010433540894841, "alpha_c_p1m": 0.15047495493268537, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.23544737516440195, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.3334, -0.3203, -0.3029, -0.2787, -0.2767, -0.2966, -0.2758, -0.2622, -0.2632, -0.2632, -0.2273, -0.2133, -0.2215, -0.2225, -0.2714, -0.1886, -0.1808, -0.2283, -0.2317, -0.1939, -0.1968, -0.1871, -0.1348, -0.1222, -0.1222, -0.1222, -0.1222, -0.0796, -0.0791, -0.065, -0.0311, -0.0142, 0.0561, 0.0488, 0.0488, -0.0549, -0.1658, -0.0718, -0.0883, -0.1595, -0.0897, -0.0796, -0.0897, -0.1111, -0.0859, -0.0607, 0.01, -0.0287, -0.034, -0.0975, -0.081, -0.0844, -0.1275, -0.1275, -0.1442, -0.1883, -0.0794, -0.134, -0.0961, -0.0626, -0.0461, 0.0218, -0.0097, 0.0, -0.0243, 0.0024, 0.0243, 0.0558, 0.0485, 0.0413, 0.0631, 0.0558, 0.0898, 0.0655, 0.0898, 0.0777, 0.0971, 0.0704, 0.0704, 0.1286, 0.1286, 0.2913, 0.318, 0.3034, 0.3859, 0.3544, 0.3786, 0.4369, 0.3131, 0.3641, 0.3374, 0.3398, 0.4539, 0.4199, 0.4199, 0.4515, 0.4903, 0.4539, 0.5388, 0.6942, 0.75, 0.75, 0.7063, 0.5971, 0.4345, 0.5631, 0.4684, 0.4515, 0.5655, 0.6359, 0.665, 0.682, 0.7597, 0.7184, 0.716, 0.5049, 0.6529, 0.7403, 0.6481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042151976092201189", "ticker_idx": 1, "ts": "2026-04-09T08:05:47+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a major re-rating for Samsung and SK Hynix feels inevitable", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish Samsung and SK Hynix; 2027 profit projections make a major re-rating inevitable.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "With these 2027 profit projections, a major re-rating for Samsung and SK Hynix feels inevitable.", "reply_text": null, "parent_text": null, "quoted_text": "Bookmark this. KB Securities expects Samsung to make more money than Nvidia next year. https://t.co/KNlDOG3gEd", "parent_author": null, "ret_m1d": -0.02823761981144246, "ret_signed_m1d": -0.02823761981144246, "alpha_spy_m1d": -0.022501692776840776, "alpha_c_m1d": -0.011063991095430326, "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": 0.012658213979661825, "ret_signed_p1d": 0.012658213979661825, "alpha_spy_p1d": 0.013319989406220367, "alpha_c_p1d": -0.002609865687309254, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.01526807966697108, "ret_p1w": 0.09834464171925528, "ret_signed_p1w": 0.09834464171925528, "alpha_spy_p1w": 0.06635504940459835, "alpha_c_p1w": 0.04143220563057182, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.05691243608868346, "ret_p1m": 0.8305744028654254, "ret_signed_p1m": 0.8305744028654254, "alpha_spy_p1m": 0.7456954268578222, "alpha_c_p1m": 0.5139887291844414, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2827, -0.2788, -0.272, -0.2652, -0.2575, -0.2779, -0.2808, -0.2662, -0.2545, -0.2847, -0.2225, -0.1826, -0.1632, -0.1165, -0.1933, -0.1185, -0.1253, -0.1816, -0.1846, -0.1379, -0.1486, -0.1642, -0.1369, -0.1447, -0.1447, -0.1447, -0.1447, -0.1311, -0.0777, -0.0757, -0.0232, -0.0106, 0.0701, 0.0331, 0.0331, -0.0857, -0.1733, -0.0837, -0.1003, -0.186, -0.0867, -0.0701, -0.0944, -0.1139, -0.0516, -0.0555, 0.0282, -0.0136, -0.0195, -0.0915, -0.0399, -0.0312, -0.0915, -0.0915, -0.15, -0.2142, -0.1266, -0.1918, -0.147, -0.1373, -0.1081, 0.0058, -0.0282, 0.0, 0.0127, 0.074, 0.1061, 0.1246, 0.0983, 0.1353, 0.1918, 0.1908, 0.1928, 0.1899, 0.258, 0.2658, 0.259, 0.2522, 0.2522, 0.409, 0.409, 0.5589, 0.6105, 0.6417, 0.8306, 0.7868, 0.9241, 0.9182, 0.7712, 0.7916, 0.6991, 0.6991, 0.889, 0.89, 0.89, 0.9981, 1.184, 1.2292, 1.272, 1.3013, 1.2983, 1.2983, 1.238, 1.0159, 0.8611, 1.1571, 0.9945, 1.0461, 1.0938, 1.2282, 1.3198, 1.4551, 1.6148, 1.6918, 1.8427, 1.4882, 1.5525, 1.8408, 1.6032, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2062904662777364693", "ticker_idx": 0, "ts": "2026-06-05T14:29:33+00:00", "symbol": "space", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I expect them to go higher long-term. They got all the tailwinds needed", "tweet_type": "prediction", "timeline": "years", "summary": "Long space sector long-term on tailwinds; SpaceX IPO may cause near-term volatility.", "resolved_tickers": ["UFO"], "resolution_method": "etf", "resolution_reason": "Space sector proxied by UFO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "@animanamit That’s the million dollar question 😅 I expect them to go higher long-term. They got all the tailwinds needed, SpaceX IPo will make the sector volatile though.", "reply_text": null, "parent_text": "@Kaizen_Investor don’t have a position, is this the best time to enter? or do you expect it might fall further", "quoted_text": null, "parent_author": "animanamit", "ret_m1d": 0.08462805968917086, "ret_signed_m1d": 0.08462805968917086, "alpha_spy_m1d": 0.058134917087282245, "alpha_c_m1d": 0.058134917087282245, "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": 0.0025589360627162883, "ret_signed_p1d": 0.0025589360627162883, "alpha_spy_p1d": 0.00029476345394474635, "alpha_c_p1d": 0.00029476345394474635, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": 0.002264172608771542, "ret_p1w": -0.03271798474650989, "ret_signed_p1w": -0.03271798474650989, "alpha_spy_p1w": -0.038412515753312504, "alpha_c_p1w": -0.038412515753312504, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1709, -0.17, -0.1821, -0.1841, -0.1649, -0.1449, -0.1683, -0.1572, -0.1709, -0.1482, -0.1647, -0.1241, -0.1627, -0.1928, -0.2232, -0.181, -0.1545, -0.1013, -0.1013, -0.0965, -0.0969, -0.0682, -0.0831, -0.0738, -0.0589, -0.0556, -0.0459, -0.0002, -0.0004, -0.0027, -0.0203, -0.0073, -0.0331, -0.0673, -0.0744, -0.0859, -0.0932, -0.0559, -0.0612, -0.0621, -0.0722, -0.0367, -0.0671, -0.0038, 0.0291, 0.0161, 0.0302, 0.0596, 0.0281, 0.0526, 0.0431, 0.077, 0.0777, 0.1314, 0.1314, 0.1961, 0.2182, 0.2394, 0.1937, 0.1164, 0.119, 0.0554, 0.0846, 0.0, 0.0026, -0.0292, -0.045, 0.04, -0.0327, -0.0387, -0.0627, -0.0667, -0.0812, -0.0812, -0.1095, -0.1203, -0.1504, -0.1672, -0.1557, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040861903983976516", "ticker_idx": 0, "ts": "2026-04-05T18:39:29+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think they are ideally positioned to catch the GLP-1 wave and I'm happy to keep DCA'ing into the company", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Author holds/adds HIMS (DCA, GLP-1 tailwind) and initiated new positions in MRVL, SK Hynix, OUST, POET; also at 20% cash aiming to reduce to 10%.", "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": "Kaizen Portfolio update of March. My portfolio was up 6.9% this month. \n\nMy top 4 positions outperformed the rest of my porftolio. \n\n$PL reported great Q4 results and are up 45% this month. $PLTR is up 7% and $RKLB 2%. $AMPX also reported excellent results and is surfing on a growing drone wave, they are up 45% this month. \n\nI initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix. I'm up 15% on Marvell, the other positions are flat. \n\nI also bought some extra shares of $HIMS. I think they are ideally positioned to catch the GLP-1 wave and I'm happy to keep DCA'ing into the company. \n\nOn the other end of the spectrum $TMDX dropped 25% this month. $HOOD, $FLNC, and $IREN dropped around 7%. \n\nI'll see what tomorrow brings as Trump keeps controlling the markets. I'm at 20% cash at the moment, will be looking to get this down to 10% this month. \n\nI'm also looking to get more concentration in my portfolio. I'm lookin gto add 1 new position and will probably sell 5 to 6 positions. This shold bring my total holdings down from 16 to 11. \n\nWill keep you posted.", "reply_text": null, "parent_text": null, "quoted_text": "Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 years, $PLTR is not my biggest holding. \n\nMy holdings:\n$PL: Daily earth imaging\n$PLTR: Big data https://t.co/XbzaxKN2f2", "parent_author": null, "ret_m1d": -0.05853421242122103, "ret_signed_m1d": -0.05853421242122103, "alpha_spy_m1d": -0.053829605286562665, "alpha_c_m1d": -0.053829605286562665, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04082636137830098, "ret_signed_p1d": -0.04082636137830098, "alpha_spy_p1d": -0.04126636194292821, "alpha_c_p1d": -0.04126636194292821, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.040334466202729624, "ret_signed_p1w": 0.040334466202729624, "alpha_spy_p1w": -0.0008990100951884461, "alpha_c_p1w": -0.0008990100951884461, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": 0.2951303503451381, "ret_signed_p1m": 0.2951303503451381, "alpha_spy_p1m": 0.19672837519021846, "alpha_c_p1m": 0.19672837519021846, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2951303503451381, "alpha_spy_stated": 0.19672837519021846, "alpha_c_stated": 0.19672837519021846, "price_path": [0.7442, 0.666, 0.5588, 0.5908, 0.5839, 0.5406, 0.5362, 0.5435, 0.5435, 0.4988, 0.4211, 0.5012, 0.457, 0.4894, 0.4599, 0.4102, 0.4693, 0.3325, 0.3005, 0.2563, 0.2002, 0.1549, 0.1323, -0.0492, -0.152, -0.179, -0.2228, -0.1982, -0.1982, -0.1997, -0.2209, -0.2218, -0.2312, -0.2371, -0.2395, -0.2218, -0.2327, -0.2858, -0.1894, -0.2218, -0.1909, -0.2189, -0.2258, 0.09, 0.1545, 0.273, 0.1727, 0.2184, 0.2238, 0.2287, 0.1387, 0.1884, 0.0831, 0.1048, 0.0497, 0.0251, 0.0261, -0.0467, -0.0762, 0.0212, -0.0241, -0.0585, -0.0585, 0.0, -0.0408, -0.0462, -0.0285, -0.0443, 0.0403, 0.0507, 0.1948, 0.3276, 0.4176, 0.5253, 0.4638, 0.427, 0.3847, 0.5032, 0.4456, 0.3728, 0.2951, 0.3364, 0.3483, 0.3414, 0.2951, 0.3222, 0.2617, 0.3906, 0.4333, 0.2312, 0.1874, 0.1923, 0.2322, 0.0964, 0.1038, 0.1333, 0.181, 0.1682, 0.1682, 0.1731, 0.2395, 0.2484, 0.2863, 0.3655, 0.3532, 0.3532, 0.3778, 0.2882, 0.3364, 0.4255, 0.3665, 0.4201, 0.3192, 0.484, 0.548, 0.5686, 0.7447, 0.7447, 0.6498, 0.6212, 0.6085, 0.609, 0.6695, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040861903983976516", "ticker_idx": 1, "ts": "2026-04-05T18:39:29+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix. I'm up 15% on Marvell", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Author holds/adds HIMS (DCA, GLP-1 tailwind) and initiated new positions in MRVL, SK Hynix, OUST, POET; also at 20% cash aiming to reduce to 10%.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Kaizen Portfolio update of March. My portfolio was up 6.9% this month. \n\nMy top 4 positions outperformed the rest of my porftolio. \n\n$PL reported great Q4 results and are up 45% this month. $PLTR is up 7% and $RKLB 2%. $AMPX also reported excellent results and is surfing on a growing drone wave, they are up 45% this month. \n\nI initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix. I'm up 15% on Marvell, the other positions are flat. \n\nI also bought some extra shares of $HIMS. I think they are ideally positioned to catch the GLP-1 wave and I'm happy to keep DCA'ing into the company. \n\nOn the other end of the spectrum $TMDX dropped 25% this month. $HOOD, $FLNC, and $IREN dropped around 7%. \n\nI'll see what tomorrow brings as Trump keeps controlling the markets. I'm at 20% cash at the moment, will be looking to get this down to 10% this month. \n\nI'm also looking to get more concentration in my portfolio. I'm lookin gto add 1 new position and will probably sell 5 to 6 positions. This shold bring my total holdings down from 16 to 11. \n\nWill keep you posted.", "reply_text": null, "parent_text": null, "quoted_text": "Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 years, $PLTR is not my biggest holding. \n\nMy holdings:\n$PL: Daily earth imaging\n$PLTR: Big data https://t.co/XbzaxKN2f2", "parent_author": null, "ret_m1d": -0.021915846595207733, "ret_signed_m1d": -0.021915846595207733, "alpha_spy_m1d": -0.017211239460549366, "alpha_c_m1d": -0.012672946548326958, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.001187187354363628, "ret_signed_p1d": -0.001187187354363628, "alpha_spy_p1d": -0.0016271879189908578, "alpha_c_p1d": -0.01108663379458208, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.19957740256622625, "ret_signed_p1w": 0.19957740256622625, "alpha_spy_p1w": 0.15834392626830818, "alpha_c_p1w": 0.07997544277639812, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.5417264430927262, "ret_signed_p1m": 0.5417264430927262, "alpha_spy_p1m": 0.44332446793780655, "alpha_c_p1m": 0.2217355649181887, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5417264430927262, "alpha_spy_stated": 0.44332446793780655, "alpha_c_stated": 0.2217355649181887, "price_path": [-0.2277, -0.2385, -0.2401, -0.2431, -0.2416, -0.2584, -0.266, -0.2653, -0.2653, -0.2713, -0.2462, -0.2412, -0.2674, -0.2533, -0.2427, -0.2364, -0.2572, -0.2793, -0.2817, -0.3102, -0.3267, -0.3223, -0.2669, -0.248, -0.2511, -0.2572, -0.2856, -0.2822, -0.2822, -0.2785, -0.2778, -0.273, -0.2742, -0.2897, -0.2842, -0.2611, -0.276, -0.254, -0.2616, -0.2922, -0.2869, -0.3089, -0.1821, -0.154, -0.148, -0.1741, -0.1994, -0.1977, -0.1637, -0.1709, -0.1999, -0.1824, -0.1972, -0.1767, -0.1566, -0.101, -0.108, -0.1336, -0.1982, -0.0955, -0.0256, -0.0219, -0.0219, 0.0, -0.0012, 0.0451, 0.0952, 0.1739, 0.1996, 0.2227, 0.2297, 0.2185, 0.2762, 0.3507, 0.3824, 0.4373, 0.5126, 0.5012, 0.4454, 0.3999, 0.4304, 0.5088, 0.507, 0.4952, 0.5417, 0.5728, 0.4619, 0.5543, 0.5608, 0.5029, 0.6258, 0.6681, 0.6161, 0.5434, 0.6104, 0.7066, 0.7422, 0.7937, 0.7937, 0.9027, 0.8154, 0.8714, 0.8729, 1.0047, 1.6567, 1.7559, 1.891, 1.4071, 1.639, 1.4383, 1.3077, 1.5646, 1.5554, 1.822, 1.546, 1.6453, 1.8375, 1.8375, 1.8127, 1.5494, 1.528, 1.5696, 1.4373, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040861903983976516", "ticker_idx": 2, "ts": "2026-04-05T18:39:29+00:00", "symbol": "SK Hynix", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Author holds/adds HIMS (DCA, GLP-1 tailwind) and initiated new positions in MRVL, SK Hynix, OUST, POET; also at 20% cash aiming to reduce to 10%.", "resolved_tickers": ["000660.KS"], "resolution_method": "exchange_ticker", "resolution_reason": "SK Hynix listed on KOSPI as 000660.KS", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Kaizen Portfolio update of March. My portfolio was up 6.9% this month. \n\nMy top 4 positions outperformed the rest of my porftolio. \n\n$PL reported great Q4 results and are up 45% this month. $PLTR is up 7% and $RKLB 2%. $AMPX also reported excellent results and is surfing on a growing drone wave, they are up 45% this month. \n\nI initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix. I'm up 15% on Marvell, the other positions are flat. \n\nI also bought some extra shares of $HIMS. I think they are ideally positioned to catch the GLP-1 wave and I'm happy to keep DCA'ing into the company. \n\nOn the other end of the spectrum $TMDX dropped 25% this month. $HOOD, $FLNC, and $IREN dropped around 7%. \n\nI'll see what tomorrow brings as Trump keeps controlling the markets. I'm at 20% cash at the moment, will be looking to get this down to 10% this month. \n\nI'm also looking to get more concentration in my portfolio. I'm lookin gto add 1 new position and will probably sell 5 to 6 positions. This shold bring my total holdings down from 16 to 11. \n\nWill keep you posted.", "reply_text": null, "parent_text": null, "quoted_text": "Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 years, $PLTR is not my biggest holding. \n\nMy holdings:\n$PL: Daily earth imaging\n$PLTR: Big data https://t.co/XbzaxKN2f2", "parent_author": null, "ret_m1d": -0.011286664037370775, "ret_signed_m1d": -0.011286664037370775, "alpha_spy_m1d": -0.006582056902712408, "alpha_c_m1d": -0.0020437639904899996, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.009242900046880775, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033860062665668655, "ret_signed_p1d": 0.033860062665668655, "alpha_spy_p1d": 0.033420062101041426, "alpha_c_p1d": 0.023960616225450204, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.009899446440218451, "ret_p1w": 0.17381489427902386, "ret_signed_p1w": 0.17381489427902386, "alpha_spy_p1w": 0.1325814179811058, "alpha_c_p1w": 0.05421293448919573, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.11960195978982813, "ret_p1m": 0.6331828896337777, "ret_signed_p1m": 0.6331828896337777, "alpha_spy_p1m": 0.534780914478858, "alpha_c_p1m": 0.31319201145924014, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.31999087817453753, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.6331828896337777, "alpha_spy_stated": 0.534780914478858, "alpha_c_stated": 0.31319201145924014, "price_path": [-0.1641, -0.1483, -0.1618, -0.1562, -0.1686, -0.1641, -0.1562, -0.1483, -0.1393, -0.1629, -0.1663, -0.1494, -0.1359, -0.1708, -0.0987, -0.0525, -0.03, 0.0241, -0.0649, 0.0218, 0.0139, -0.0514, -0.0548, -0.0007, -0.0131, -0.0311, 0.0004, -0.0086, -0.0086, -0.0086, -0.0086, 0.0072, 0.0691, 0.0714, 0.1322, 0.1469, 0.2404, 0.1975, 0.1975, 0.0598, -0.0418, 0.0621, 0.0429, -0.0564, 0.0587, 0.0779, 0.0497, 0.0271, 0.0993, 0.0948, 0.1919, 0.1433, 0.1366, 0.053, 0.1129, 0.123, 0.053, 0.053, -0.0147, -0.0892, 0.0124, -0.0632, -0.0113, 0.0, 0.0339, 0.1659, 0.1264, 0.1591, 0.1738, 0.2449, 0.2822, 0.3036, 0.2731, 0.316, 0.3815, 0.3804, 0.3826, 0.3792, 0.4582, 0.4673, 0.4594, 0.4515, 0.4515, 0.6332, 0.6332, 0.807, 0.8668, 0.9029, 1.1219, 1.0711, 1.2302, 1.2235, 1.053, 1.0767, 0.9695, 0.9695, 1.1896, 1.1907, 1.1907, 1.316, 1.5316, 1.584, 1.6336, 1.6675, 1.6641, 1.6641, 1.5941, 1.3367, 1.1572, 1.5004, 1.3119, 1.3717, 1.427, 1.5828, 1.6889, 1.8458, 2.031, 2.1202, 2.2951, 1.8842, 1.9587, 2.2929, 2.0174, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040861903983976516", "ticker_idx": 3, "ts": "2026-04-05T18:39:29+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Author holds/adds HIMS (DCA, GLP-1 tailwind) and initiated new positions in MRVL, SK Hynix, OUST, POET; also at 20% cash aiming to reduce to 10%.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "Kaizen Portfolio update of March. My portfolio was up 6.9% this month. \n\nMy top 4 positions outperformed the rest of my porftolio. \n\n$PL reported great Q4 results and are up 45% this month. $PLTR is up 7% and $RKLB 2%. $AMPX also reported excellent results and is surfing on a growing drone wave, they are up 45% this month. \n\nI initiated 4 new positions: $OUST, $POET, $MRVL and SK Hynix. I'm up 15% on Marvell, the other positions are flat. \n\nI also bought some extra shares of $HIMS. I think they are ideally positioned to catch the GLP-1 wave and I'm happy to keep DCA'ing into the company. \n\nOn the other end of the spectrum $TMDX dropped 25% this month. $HOOD, $FLNC, and $IREN dropped around 7%. \n\nI'll see what tomorrow brings as Trump keeps controlling the markets. I'm at 20% cash at the moment, will be looking to get this down to 10% this month. \n\nI'm also looking to get more concentration in my portfolio. I'm lookin gto add 1 new position and will probably sell 5 to 6 positions. This shold bring my total holdings down from 16 to 11. \n\nWill keep you posted.", "reply_text": null, "parent_text": null, "quoted_text": "Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 years, $PLTR is not my biggest holding. \n\nMy holdings:\n$PL: Daily earth imaging\n$PLTR: Big data https://t.co/XbzaxKN2f2", "parent_author": null, "ret_m1d": 0.009321611090318926, "ret_signed_m1d": 0.009321611090318926, "alpha_spy_m1d": 0.014026218224977294, "alpha_c_m1d": 0.015097222376299624, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.005775611285980697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010357565156304815, "ret_signed_p1d": 0.0010357565156304815, "alpha_spy_p1d": 0.0005957559510032517, "alpha_c_p1d": -0.0037163258920704934, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.004752082407700975, "ret_p1w": 0.13309165022800773, "ret_signed_p1w": 0.13309165022800773, "alpha_spy_p1w": 0.09185817393008966, "alpha_c_p1w": 0.06853539199225245, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.06455625823575528, "ret_p1m": 0.48109793746563234, "ret_signed_p1m": 0.48109793746563234, "alpha_spy_p1m": 0.3826959623107127, "alpha_c_p1m": 0.2701752625928642, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.21092267487276817, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.48109793746563234, "alpha_spy_stated": 0.3826959623107127, "alpha_c_stated": 0.2701752625928642, "price_path": [0.3309, 0.4335, 0.4433, 0.4148, 0.4039, 0.4371, 0.419, 0.3651, 0.3651, 0.2688, 0.3097, 0.4107, 0.2864, 0.2517, 0.2641, 0.2367, 0.216, 0.0787, 0.0528, 0.0497, -0.0067, -0.1041, 0.0057, 0.0906, 0.0388, -0.0218, -0.059, -0.028, -0.028, -0.0368, -0.0373, -0.0119, -0.0357, -0.0647, -0.0342, 0.0254, 0.0166, -0.0186, 0.0487, 0.1248, 0.159, 0.0968, 0.0497, 0.0642, 0.1585, 0.2817, 0.1683, 0.1119, 0.1031, 0.1077, 0.0741, 0.0906, 0.0383, 0.0968, 0.0653, 0.0471, 0.0, -0.0854, -0.1388, -0.0487, -0.0357, 0.0093, 0.0093, 0.0, 0.001, 0.0492, 0.0373, 0.0715, 0.1331, 0.2128, 0.2657, 0.2517, 0.2563, 0.4055, 0.4298, 0.4376, 0.3677, 0.4614, 0.3941, 0.3532, 0.3226, 0.3962, 0.3698, 0.4578, 0.4811, 0.5223, 0.2693, 0.305, 0.3879, 0.4034, 0.7695, 0.8053, 0.8053, 0.5919, 0.5391, 0.5987, 0.8172, 0.9177, 0.9177, 1.2113, 1.2905, 1.1921, 1.3848, 1.3268, 1.3837, 1.2765, 1.4386, 1.0549, 1.117, 0.9948, 0.9881, 1.0513, 1.0611, 1.3397, 1.2128, 1.1088, 1.4117, 1.4117, 1.4692, 1.3387, 1.1082, 1.1657, 1.1761, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046591301513093422", "ticker_idx": 0, "ts": "2026-04-21T14:06:04+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only the beginning", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author says gains of 62–114% across HIMS, OUST, POET are 'only the beginning'; all three remain buys with more upside ahead.", "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": "These 3 buys have gone crazy in the last 3 weeks:\n\n$HIMS up 62.5%\n$OUST up 73.8%\n$POET up 114% \n\nOnly the beginning", "reply_text": null, "parent_text": null, "quoted_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "parent_author": null, "ret_m1d": 0.04200268784900363, "ret_signed_m1d": 0.04200268784900363, "alpha_spy_m1d": 0.03541265073360167, "alpha_c_m1d": 0.03541265073360167, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.006590037115401959, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.025201612709402132, "ret_signed_p1d": -0.025201612709402132, "alpha_spy_p1d": -0.03532832480452108, "alpha_c_p1d": -0.03532832480452108, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.01012671209511895, "ret_p1w": -0.062163990834728455, "ret_signed_p1w": -0.062163990834728455, "alpha_spy_p1w": -0.07297234699309962, "alpha_c_p1w": -0.07297234699309962, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.010808356158371168, "ret_p1m": -0.22580642680347796, "ret_signed_p1m": -0.22580642680347796, "alpha_spy_p1m": -0.2785986861497932, "alpha_c_p1m": -0.2785986861497932, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.05279225934631526, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22580642680347796, "alpha_spy_stated": -0.2785986861497932, "alpha_c_stated": -0.2785986861497932, "price_path": [0.0255, -0.0047, 0.0175, -0.0027, -0.0366, 0.0037, -0.0897, -0.1116, -0.1418, -0.1801, -0.211, -0.2265, -0.3505, -0.4207, -0.4392, -0.4691, -0.4523, -0.4523, -0.4533, -0.4677, -0.4684, -0.4748, -0.4788, -0.4805, -0.4684, -0.4758, -0.5121, -0.4462, -0.4684, -0.4472, -0.4664, -0.4711, -0.2554, -0.2114, -0.1304, -0.1989, -0.1677, -0.164, -0.1606, -0.2221, -0.1882, -0.2601, -0.2453, -0.2829, -0.2997, -0.2991, -0.3488, -0.369, -0.3024, -0.3333, -0.3569, -0.3569, -0.3169, -0.3448, -0.3485, -0.3364, -0.3471, -0.2893, -0.2823, -0.1838, -0.0931, -0.0316, 0.042, 0.0, -0.0252, -0.0541, 0.0269, -0.0124, -0.0622, -0.1153, -0.087, -0.079, -0.0837, -0.1153, -0.0968, -0.1381, -0.0501, -0.0208, -0.1589, -0.1888, -0.1855, -0.1583, -0.251, -0.246, -0.2258, -0.1932, -0.2019, -0.2019, -0.1986, -0.1532, -0.1472, -0.1213, -0.0672, -0.0756, -0.0756, -0.0588, -0.12, -0.087, -0.0262, -0.0665, -0.0299, -0.0988, 0.0138, 0.0575, 0.0716, 0.1919, 0.1919, 0.127, 0.1075, 0.0988, 0.0991, 0.1405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046591301513093422", "ticker_idx": 1, "ts": "2026-04-21T14:06:04+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only the beginning", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author says gains of 62–114% across HIMS, OUST, POET are 'only the beginning'; all three remain buys with more upside ahead.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "These 3 buys have gone crazy in the last 3 weeks:\n\n$HIMS up 62.5%\n$OUST up 73.8%\n$POET up 114% \n\nOnly the beginning", "reply_text": null, "parent_text": null, "quoted_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "parent_author": null, "ret_m1d": -0.017022861655675237, "ret_signed_m1d": -0.017022861655675237, "alpha_spy_m1d": -0.023612898771077195, "alpha_c_m1d": -0.016182425102709508, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0008404365529657287, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005432800261295112, "ret_signed_p1d": 0.005432800261295112, "alpha_spy_p1d": -0.004693911833823838, "alpha_c_p1d": -0.01654664015214835, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.021979440413443463, "ret_p1w": -0.05360381806837333, "ret_signed_p1w": -0.05360381806837333, "alpha_spy_p1w": -0.0644121742267445, "alpha_c_p1w": -0.07403185803404488, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.02042803996567155, "ret_p1m": 0.11807316757753328, "ret_signed_p1m": 0.11807316757753328, "alpha_spy_p1m": 0.06528090823121802, "alpha_c_p1m": -0.02705580634918192, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.1451289739267152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11807316757753328, "alpha_spy_stated": 0.06528090823121802, "alpha_c_stated": -0.02705580634918192, "price_path": [-0.0134, -0.1003, -0.1246, -0.1159, -0.1351, -0.1496, -0.2456, -0.2637, -0.2658, -0.3053, -0.3734, -0.2966, -0.2372, -0.2735, -0.3158, -0.3419, -0.3202, -0.3202, -0.3263, -0.3267, -0.3089, -0.3256, -0.3459, -0.3245, -0.2829, -0.289, -0.3137, -0.2666, -0.2133, -0.1894, -0.2329, -0.2658, -0.2557, -0.1898, -0.1036, -0.1829, -0.2224, -0.2285, -0.2253, -0.2488, -0.2372, -0.2738, -0.2329, -0.255, -0.2677, -0.3006, -0.3604, -0.3977, -0.3347, -0.3256, -0.2941, -0.2941, -0.3006, -0.2999, -0.2662, -0.2745, -0.2506, -0.2075, -0.1518, -0.1148, -0.1246, -0.1213, -0.017, 0.0, 0.0054, -0.0435, 0.0221, -0.025, -0.0536, -0.075, -0.0235, -0.042, 0.0196, 0.0359, 0.0647, -0.1123, -0.0873, -0.0293, -0.0185, 0.2376, 0.2626, 0.2626, 0.1134, 0.0764, 0.1181, 0.2709, 0.3412, 0.3412, 0.5465, 0.602, 0.5331, 0.6679, 0.6273, 0.6671, 0.5922, 0.7055, 0.4372, 0.4806, 0.3951, 0.3904, 0.4346, 0.4415, 0.6364, 0.5476, 0.4748, 0.6867, 0.6867, 0.7269, 0.6356, 0.4745, 0.5147, 0.5219, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046591301513093422", "ticker_idx": 2, "ts": "2026-04-21T14:06:04+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Only the beginning", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Author says gains of 62–114% across HIMS, OUST, POET are 'only the beginning'; all three remain buys with more upside ahead.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "These 3 buys have gone crazy in the last 3 weeks:\n\n$HIMS up 62.5%\n$OUST up 73.8%\n$POET up 114% \n\nOnly the beginning", "reply_text": null, "parent_text": null, "quoted_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "parent_author": null, "ret_m1d": -0.16195120462557167, "ret_signed_m1d": -0.16195120462557167, "alpha_spy_m1d": -0.16854124174097362, "alpha_c_m1d": -0.1604447005117804, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": -0.0015065041137912738, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.24585370319645583, "ret_signed_p1d": 0.24585370319645583, "alpha_spy_p1d": 0.23572699110133688, "alpha_c_p1d": 0.21966254662123652, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": 0.02619115657521931, "ret_p1w": -0.2165853919052496, "ret_signed_p1w": -0.2165853919052496, "alpha_spy_p1w": -0.22739374806362078, "alpha_c_p1w": -0.27372391810445174, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": 0.05713852619920212, "ret_p1m": 0.44195119346060396, "ret_signed_p1m": 0.44195119346060396, "alpha_spy_p1m": 0.3891589341142887, "alpha_c_p1m": 0.22674013872317134, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": 0.21521105473743263, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44195119346060396, "alpha_spy_stated": 0.3891589341142887, "alpha_c_stated": 0.22674013872317134, "price_path": [-0.3229, -0.3259, -0.3698, -0.3376, -0.3932, -0.4195, -0.4341, -0.4302, -0.4107, -0.4527, -0.4946, -0.4273, -0.3941, -0.4302, -0.4312, -0.4488, -0.4556, -0.4556, -0.4615, -0.4556, -0.4566, -0.4449, -0.4615, -0.4039, -0.3795, -0.3912, -0.4146, -0.3259, -0.3132, -0.3327, -0.3522, -0.3873, -0.3473, -0.3171, -0.2741, -0.2741, -0.3337, -0.3259, -0.359, -0.3971, -0.3922, -0.4215, -0.4088, -0.44, -0.4049, -0.4644, -0.4937, -0.5044, -0.4205, -0.4537, -0.4039, -0.4039, -0.4068, -0.4185, -0.3932, -0.4068, -0.3132, -0.2878, -0.3454, -0.32, -0.2839, -0.2917, -0.162, 0.0, 0.2459, 0.1434, 0.4732, -0.2244, -0.2166, -0.3561, -0.3054, -0.2868, -0.3063, -0.1015, -0.0517, -0.0654, 0.0683, 0.3561, 0.3395, 0.402, 1.0068, 0.558, 0.3863, 0.2751, 0.442, 0.4459, 0.4234, 0.4234, 0.3024, 0.2956, 0.2937, 0.199, 0.3551, 0.3483, 0.5005, 0.5102, 0.1571, 0.198, 0.0507, 0.0712, 0.0976, 0.2224, 0.359, 0.2341, 0.1659, 0.1854, 0.1854, 0.1795, 0.0468, 0.04, -0.0117, -0.079, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034856647621833151", "ticker_idx": 0, "ts": "2026-03-20T04:56:45+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Think $GOOGL is the more diversified and safer investment going forward", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Prefers GOOGL over MSFT as more diversified and safer investment going forward; no reason to trim/sell.", "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": "@CarsonTalkMoney I wouldn’t. Think $GOOGL is the more diversified and safer investment going forward.", "reply_text": null, "parent_text": "At what point would you trim / sell $GOOG to buy $MSFT? https://t.co/h2cGZLBm3y", "quoted_text": null, "parent_author": "CarsonTalkMoney", "ret_m1d": 0.02036545578496307, "ret_signed_m1d": 0.02036545578496307, "alpha_spy_m1d": 0.005821163971102994, "alpha_c_m1d": 0.012257148097704507, "bench_spy_m1d": 0.014544291813860077, "bench_c_m1d": 0.008108307687258565, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003521661147902977, "ret_signed_p1d": 0.003521661147902977, "alpha_spy_p1d": -0.006978330077573425, "alpha_c_p1d": -0.003959995726418919, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.007481656874321896, "ret_p1w": -0.08857139089079336, "ret_signed_p1w": -0.08857139089079336, "alpha_spy_p1w": -0.06624532317751153, "alpha_c_p1w": -0.045370637679079784, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.04320075321171357, "ret_p1m": 0.12099676584209851, "ret_signed_p1m": 0.12099676584209851, "alpha_spy_p1m": 0.028254391327692918, "alpha_c_p1m": 0.05952529537673601, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.0614714704653625, "ret_p3m": 0.20932660936891323, "ret_signed_p3m": 0.20932660936891323, "alpha_spy_p3m": 0.06687476593585151, "alpha_c_p3m": 0.23321981685699733, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": -0.0238932074880841, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12099676584209851, "alpha_spy_stated": 0.028254391327692918, "alpha_c_stated": 0.05952529537673601, "price_path": [0.0436, 0.0428, 0.0428, 0.0408, 0.041, 0.042, 0.0391, 0.0391, 0.0463, 0.0509, 0.0436, 0.0689, 0.0804, 0.0908, 0.1017, 0.1154, 0.115, 0.1048, 0.0956, 0.0956, 0.069, 0.0902, 0.0974, 0.0887, 0.1064, 0.1107, 0.1155, 0.123, 0.1221, 0.141, 0.1278, 0.1057, 0.0997, 0.0719, 0.0767, 0.0577, 0.0324, 0.0259, 0.015, 0.015, 0.0027, 0.007, 0.0054, 0.0457, 0.0341, 0.0322, 0.0388, 0.0205, 0.035, 0.0176, 0.0079, 0.0064, -0.0011, -0.0089, 0.0178, 0.0201, 0.0256, 0.0085, 0.0043, 0.0151, 0.033, 0.0222, 0.0204, 0.0, 0.0035, -0.0351, -0.0335, -0.0667, -0.0886, -0.0914, -0.0447, -0.012, -0.0174, -0.0174, -0.0034, 0.0148, 0.0542, 0.0581, 0.054, 0.0675, 0.106, 0.12, 0.1163, 0.1351, 0.121, 0.104, 0.1273, 0.1259, 0.1442, 0.1639, 0.1621, 0.1626, 0.2784, 0.2814, 0.2733, 0.2905, 0.3224, 0.3222, 0.3316, 0.2912, 0.2869, 0.3376, 0.3325, 0.3182, 0.3187, 0.2879, 0.2921, 0.2879, 0.2723, 0.2723, 0.292, 0.2918, 0.2961, 0.2636, 0.2504, 0.2022, 0.1927, 0.2365, 0.2244, 0.2077, 0.2109, 0.1847, 0.1893, 0.1957, 0.2278, 0.2408, 0.2093, 0.2234, 0.2234, 0.1624, 0.1506, 0.1478, 0.1426, 0.1216, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033676837537169777", "ticker_idx": 0, "ts": "2026-03-16T22:48:36+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "almost no one talking about $PL, while they are the ones with the partnership 😂 still wondering why FinX hates this stock", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish PL as the overlooked partner in the NVDA space-tech trade, underappreciated relative to RKLB/RDW/ASTS.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@JasonL_Capital Funny thing is that I see a lot of posts about $NVDA going to space with $RKLB, $RDW and $ASTS tags… almost no one talking about $PL, while they are the ones with the partnership 😂 still wondering why FinX hates this stock.", "reply_text": null, "parent_text": "@Kaizen_Investor I’m going to have to start diving much deeper into $PL", "quoted_text": null, "parent_author": "JasonL_Capital", "ret_m1d": -0.09158048556954823, "ret_signed_m1d": -0.09158048556954823, "alpha_spy_m1d": -0.08895684219039213, "alpha_c_m1d": -0.08893779404650293, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.002642691523045304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0838257187651058, "ret_signed_p1d": -0.0838257187651058, "alpha_spy_p1d": -0.06987207424984865, "alpha_c_p1d": -0.07589773632396457, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.007927982441141235, "ret_p1w": 0.17540620433465404, "ret_signed_p1w": 0.17540620433465404, "alpha_spy_p1w": 0.19899941941468513, "alpha_c_p1w": 0.18765351567126176, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.012247311336607725, "ret_p1m": 0.27067946618749117, "ret_signed_p1m": 0.27067946618749117, "alpha_spy_p1m": 0.22437346861666185, "alpha_c_p1m": 0.2396825417884605, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.03099692439903068, "ret_p3m": 0.15029541012890868, "ret_signed_p3m": 0.15029541012890868, "alpha_spy_p3m": 0.041489675544437166, "alpha_c_p3m": 0.08918405539043417, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.06111135473847451, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27067946618749117, "alpha_spy_stated": 0.22437346861666185, "alpha_c_stated": 0.2396825417884605, "price_path": [-0.3541, -0.2917, -0.2393, -0.2345, -0.2496, -0.2496, -0.2851, -0.2662, -0.271, -0.2718, -0.2718, -0.2463, -0.2101, -0.1935, -0.1651, -0.1713, -0.1614, -0.0606, -0.065, -0.0129, 0.0443, 0.0628, 0.0628, 0.034, -0.0258, -0.0377, -0.0052, -0.0447, 0.0366, 0.0295, -0.027, -0.0779, -0.1562, -0.1156, -0.1961, -0.2456, -0.178, -0.113, -0.1584, -0.2005, -0.2134, -0.1721, -0.1721, -0.1798, -0.1233, -0.0727, -0.1174, -0.1219, -0.0875, -0.0905, -0.0547, -0.1086, -0.0266, -0.0657, -0.0399, -0.0919, -0.0665, -0.0465, -0.062, -0.0606, -0.0779, -0.0846, -0.0916, 0.0, -0.0838, -0.0044, 0.2493, 0.2489, 0.1754, 0.3061, 0.1965, 0.1396, 0.0299, 0.0321, 0.134, 0.325, 0.325, 0.2932, 0.2987, 0.3497, 0.264, 0.2803, 0.2674, 0.253, 0.2707, 0.473, 0.421, 0.3848, 0.4044, 0.4575, 0.414, 0.3087, 0.3091, 0.2936, 0.2585, 0.3652, 0.3626, 0.4232, 0.3711, 0.4657, 0.3013, 0.4417, 0.5451, 0.5022, 0.5044, 0.5894, 0.5369, 0.5366, 0.5358, 0.5753, 0.5687, 0.6377, 0.6377, 0.7843, 0.8641, 0.8981, 0.8885, 0.7157, 0.7758, 0.5927, 0.6075, 0.1898, 0.209, 0.151, 0.1344, 0.2618, 0.1503, 0.1292, 0.0417, 0.0421, 0.0425, 0.0425, 0.0624, 0.0535, -0.0288, -0.021, -0.0004, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065766582467350734", "ticker_idx": 0, "ts": "2026-06-13T12:01:48+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still think it is the best space investment at the moment", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Reaffirms PL as the best space investment currently, maintaining long conviction after following it from $4.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I finally see lots of fellow inventors pick up $PL. I drove the Planet wave since $4, listened to every earnings call and wrote multiple deep-dives on the company. \n\nI have seen the the company evolve over time, go up 1,000% and go down 50% multiple times. I still think it is the best space investment at the moment.", "reply_text": null, "parent_text": null, "quoted_text": "I bought $PL at $4.\n\nI first put it on your radar when I launched this account in Sept '25, and followed up with a full deep dive in Oct '25 when it was trading around $12.\n\nIf you followed along back then, you're sitting on a 200% gain today. https://t.co/XfPQrKRq3D", "parent_author": null, "ret_m1d": 0.018639623814463935, "ret_signed_m1d": 0.018639623814463935, "alpha_spy_m1d": 0.03596802519987996, "alpha_c_m1d": 0.032631041842973274, "bench_spy_m1d": -0.017328401385416026, "bench_c_m1d": -0.01399141802850934, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07750166269281578, "ret_signed_p1d": -0.07750166269281578, "alpha_spy_p1d": -0.07154009984858167, "alpha_c_p1d": -0.0840497733715524, "bench_spy_p1d": -0.005961562844234103, "bench_c_p1d": 0.006548110678736618, "ret_p1w": -0.05918899510981501, "ret_signed_p1w": -0.05918899510981501, "alpha_spy_p1w": -0.04789868455858326, "alpha_c_p1w": -0.07915375567616634, "bench_spy_p1w": -0.011290310551231753, "bench_c_p1w": 0.019964760566351325, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1887, -0.1184, 0.1063, 0.106, 0.0409, 0.1566, 0.0595, 0.0092, -0.088, -0.086, 0.0043, 0.1733, 0.1733, 0.1452, 0.1501, 0.1952, 0.1194, 0.1337, 0.1223, 0.1095, 0.1252, 0.3044, 0.2583, 0.2263, 0.2436, 0.2907, 0.2521, 0.1589, 0.1593, 0.1455, 0.1145, 0.209, 0.2067, 0.2603, 0.2142, 0.2979, 0.1524, 0.2767, 0.3682, 0.3303, 0.3322, 0.4075, 0.361, 0.3607, 0.36, 0.395, 0.3891, 0.4503, 0.4503, 0.5801, 0.6508, 0.6808, 0.6723, 0.5193, 0.5726, 0.4104, 0.4235, 0.0536, 0.0706, 0.0193, 0.0046, 0.1174, 0.0186, 0.0, -0.0775, -0.0772, -0.0768, -0.0768, -0.0592, -0.067, -0.14, -0.1331, -0.1148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039948280663064647", "ticker_idx": 0, "ts": "2026-04-03T06:09:05+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet's upgrade to Ka-band directly targets this. By downloading massive images faster, Planet can significantly reduce the time between when an image is snapped and when it appears on a customer's screen.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "PL's Ka-band upgrade narrows BKSY's latency advantage; bullish PL, bearish BKSY on competitive erosion.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Historically, Earth observation (EO) smallsats have relied on X-band radios to downlink the pictures they take to ground stations, and S-band or UHF for basic telemetry and commanding (TT&C).\n\nBy equipping the Pelican-7 satellite with Ka-Band and C-Band antennas, $PL is fundamentally changing the satellite's data pipe.\n\n• Ka-Band (High Frequency, High Bandwidth): Ka-band operates at a much higher frequency than X-band. In radio communications, higher frequencies allow for significantly wider bandwidths, which translates to much faster data transfer rates.\n\nThe technical impact: Pelican satellites are designed to take very high-resolution imagery (up to 30cm). High-resolution images result in massive file sizes. Ka-band allows Planet to download gigabytes of imagery to a ground station in a fraction of the time it would take using legacy systems.\n\n• C-Band: While lower frequency than Ka-band, C-band is highly resistant to \"rain fade\" (signal degradation due to weather). It provides a highly reliable, robust channel for commanding the satellite, ensuring that tasking orders (telling the satellite where to look) are received instantly and reliably, regardless of weather conditions over the ground station.\n\nIn the defense, intelligence, and financial sectors, an image is only valuable if you get it quickly. $BKSY has historically held a strong edge in latency, heavily marketing their ability to task a satellite and deliver an image in under 90 minutes. \n\nPlanet's upgrade to Ka-band directly targets this. By downloading massive images faster, Planet can significantly reduce the time between when an image is snapped and when it appears on a customer's screen.", "reply_text": null, "parent_text": null, "quoted_text": "We’re integrating new patented radio communication technology into our fleets! This tech is designed to help us better support customer needs at the pace of global change. This image shows Pelican-7 being prepared for launch, with C-Band and Ka-Band antennas visible. Learn more: https://t.co/e3VJk27NbE", "parent_author": null, "ret_m1d": 0.024557412881498264, "ret_signed_m1d": 0.024557412881498264, "alpha_spy_m1d": 0.02926202001615663, "alpha_c_m1d": 0.02966037109188069, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.0051029582103824245, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004283201291289229, "ret_signed_p1d": 0.004283201291289229, "alpha_spy_p1d": 0.0038432007266619994, "alpha_c_p1d": 0.006287958105106739, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": -0.00200475681381751, "ret_p1w": -0.019988599479994207, "ret_signed_p1w": -0.019988599479994207, "alpha_spy_p1w": -0.06122207577791228, "alpha_c_p1w": -0.06931719551369064, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04932859603369644, "ret_p1m": 0.06025130162109371, "ret_signed_p1m": 0.06025130162109371, "alpha_spy_p1m": -0.03815067353382595, "alpha_c_p1m": 0.012866596742873826, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.047384704878219885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06025130162109371, "alpha_spy_stated": -0.03815067353382595, "alpha_c_stated": 0.012866596742873826, "price_path": [-0.3544, -0.3592, -0.3515, -0.2736, -0.277, -0.2367, -0.1925, -0.1782, -0.1782, -0.2005, -0.2467, -0.2559, -0.2307, -0.2613, -0.1985, -0.2039, -0.2476, -0.287, -0.3475, -0.3161, -0.3784, -0.4166, -0.3644, -0.3141, -0.3492, -0.3818, -0.3918, -0.3598, -0.3598, -0.3658, -0.3221, -0.283, -0.3175, -0.321, -0.2944, -0.2967, -0.269, -0.3107, -0.2473, -0.2776, -0.2576, -0.2978, -0.2781, -0.2627, -0.2747, -0.2736, -0.287, -0.2921, -0.2975, -0.2267, -0.2915, -0.2302, -0.034, -0.0343, -0.0911, 0.01, -0.0748, -0.1188, -0.2036, -0.2019, -0.1231, 0.0246, 0.0246, 0.0, 0.0043, 0.0437, -0.0226, -0.01, -0.02, -0.0311, -0.0174, 0.1391, 0.0988, 0.0708, 0.086, 0.1271, 0.0934, 0.012, 0.0123, 0.0003, -0.0268, 0.0557, 0.0537, 0.1005, 0.0603, 0.1334, 0.0063, 0.1148, 0.1947, 0.1616, 0.1633, 0.229, 0.1885, 0.1882, 0.1876, 0.2182, 0.213, 0.2664, 0.2664, 0.3798, 0.4415, 0.4677, 0.4603, 0.3267, 0.3732, 0.2316, 0.243, -0.08, -0.0651, -0.1099, -0.1228, -0.0243, -0.1105, -0.1268, -0.1945, -0.1942, -0.1939, -0.1939, -0.1785, -0.1853, -0.249, -0.243, -0.227, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044053274865680407", "ticker_idx": 0, "ts": "2026-04-14T14:00:52+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL is your safest way into photonics. Winning a contract to help design their next-generation TPUs guarantees massive scale, substantial revenue, and strong validation of Marvell's custom ASIC capabilities.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long MRVL as safest photonics play; GOOGL TPU/LLM inference chip work guarantees scale, revenue, and ASIC validation in the high-growth inference market.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MRVL is your safest way into photonics. \n\nThey are in talks with $GOOGL on TPU-development and early-stage work on a dedicated LLM inference chip.\n\nWinning a contract to help design their next-generation TPUs guarantees massive scale, substantial revenue, and strong validation of Marvell's custom ASIC (Application-Specific Integrated Circuit) capabilities.\n\nWhile much of the recent AI boom has focused on training chips, the market for inference (actually running the AI models for users) is widely expected to become the much larger market long-term. This positions Marvell squarely in a high-growth sector.", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL is reportedly in talks with $MRVL on TPU development and early-stage work on a dedicated LLM inference chip. https://t.co/U6oref49s7", "parent_author": null, "ret_m1d": -0.018904571057920982, "ret_signed_m1d": -0.018904571057920982, "alpha_spy_m1d": -0.0068663777553010785, "alpha_c_m1d": 0.00025472907948909107, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005753599805169207, "ret_signed_p1d": 0.005753599805169207, "alpha_spy_p1d": -0.002137369421874702, "alpha_c_p1d": 0.003541210424638175, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.1306134311318743, "ret_signed_p1w": 0.1306134311318743, "alpha_spy_p1w": 0.11676094845441676, "alpha_c_p1w": 0.1026045734723402, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 0.32967193090891556, "ret_signed_p1m": 0.32967193090891556, "alpha_spy_p1m": 0.26076955571422533, "alpha_c_p1m": 0.06316745751808317, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32967193090891556, "alpha_spy_stated": 0.26076955571422533, "alpha_c_stated": 0.06316745751808317, "price_path": [-0.3997, -0.3991, -0.3991, -0.404, -0.3835, -0.3794, -0.4008, -0.3893, -0.3806, -0.3755, -0.3925, -0.4106, -0.4125, -0.4358, -0.4494, -0.4458, -0.4004, -0.385, -0.3875, -0.3925, -0.4157, -0.4129, -0.4129, -0.4099, -0.4093, -0.4054, -0.4064, -0.419, -0.4145, -0.3957, -0.4078, -0.3899, -0.3961, -0.4211, -0.4168, -0.4348, -0.3311, -0.3081, -0.3032, -0.3246, -0.3452, -0.3438, -0.316, -0.3219, -0.3456, -0.3314, -0.3435, -0.3266, -0.3102, -0.2647, -0.2705, -0.2914, -0.3442, -0.2603, -0.203, -0.2001, -0.2001, -0.1821, -0.1831, -0.1452, -0.1043, -0.0399, -0.0189, 0.0, 0.0058, -0.0034, 0.0438, 0.1047, 0.1306, 0.1755, 0.2371, 0.2278, 0.1822, 0.145, 0.1699, 0.234, 0.2325, 0.2229, 0.2609, 0.2863, 0.1956, 0.2712, 0.2765, 0.2292, 0.3297, 0.3643, 0.3218, 0.2623, 0.3171, 0.3958, 0.4249, 0.467, 0.467, 0.5562, 0.4847, 0.5305, 0.5318, 0.6396, 1.1728, 1.254, 1.3644, 0.9687, 1.1583, 0.9942, 0.8874, 1.0975, 1.09, 1.308, 1.0823, 1.1635, 1.3207, 1.3207, 1.3004, 1.085, 1.0675, 1.1016, 0.9933, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047254189877711233", "ticker_idx": 0, "ts": "2026-04-23T10:00:09+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "looking at these blowout numbers, this rally is far from over", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix on blowout earnings, PEG 0.1, HBM sold out 3 years; also bullish ASML as beneficiary of Hynix capex surge.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Have you ever seen better earnings than those of SK Hynix? \n\nEPS surged 163% quarter-over-quarter and 397% year-over-year, alongside robust revenue growth of 56% QoQ and 197% YoY. Consequently, the stock now trades at an exceptionally low PEG ratio of just 0.1.\n\nDemand for high-performance memory is surging while overall supply remains constrained, creating a highly favorable pricing environment. This resulted in direct price increases across both their DRAM and NAND divisions.\n\nAI technology is evolving rapidly beyond initial training phases into inference and agentic AI. As AI agents generate increasing volumes of data, there is a surging need for a broad range of memory products to process and store that data efficiently.\n\nThe management noted that the HMB capacity is sold out for the next 3 years. This will cause a jump in capital expenditure to build new plants and buy new EUV tools. We already saw that they paid 20% extra to speed up the EUV tools of $ASML.\n\nI'm currently up 50% on SK Hynix, and looking at these blowout numbers, this rally is far from over.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0024549929888035837, "ret_signed_m1d": 0.0024549929888035837, "alpha_spy_m1d": -0.0014408667015124443, "alpha_c_m1d": 0.012873213322231458, "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": 0.05728310153313276, "ret_signed_p1d": 0.05728310153313276, "alpha_spy_p1d": 0.04953379229590116, "alpha_c_p1d": 0.00625063079241861, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.052373115555525596, "ret_signed_p1w": 0.052373115555525596, "alpha_spy_p1w": 0.03796144055266004, "alpha_c_p1w": 0.0007595536541800119, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.5883796452885026, "ret_signed_p1m": 0.5883796452885026, "alpha_spy_p1m": 0.5358847843872949, "alpha_c_p1m": 0.39232278106920826, "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": 0.5883796452885026, "alpha_spy_stated": 0.5358847843872949, "alpha_c_stated": 0.39232278106920826, "price_path": [-0.3465, -0.3131, -0.2967, -0.2575, -0.322, -0.2591, -0.2649, -0.3122, -0.3147, -0.2755, -0.2845, -0.2975, -0.2747, -0.2812, -0.2812, -0.2812, -0.2812, -0.2698, -0.2248, -0.2232, -0.1791, -0.1685, -0.1007, -0.1318, -0.1318, -0.2316, -0.3052, -0.23, -0.2439, -0.3159, -0.2324, -0.2185, -0.239, -0.2553, -0.2029, -0.2062, -0.1358, -0.171, -0.1759, -0.2365, -0.1931, -0.1858, -0.2365, -0.2365, -0.2856, -0.3396, -0.266, -0.3208, -0.2831, -0.275, -0.2504, -0.1547, -0.1833, -0.1596, -0.1489, -0.0974, -0.0704, -0.0548, -0.0769, -0.0458, 0.0016, 0.0008, 0.0025, 0.0, 0.0573, 0.0638, 0.0581, 0.0524, 0.0524, 0.1841, 0.1841, 0.3101, 0.3535, 0.3797, 0.5385, 0.5016, 0.617, 0.6121, 0.4885, 0.5057, 0.428, 0.428, 0.5876, 0.5884, 0.5884, 0.6792, 0.8355, 0.8735, 0.9095, 0.934, 0.9316, 0.9316, 0.8808, 0.6942, 0.5641, 0.8129, 0.6762, 0.7196, 0.7597, 0.8727, 0.9496, 1.0634, 1.1976, 1.2622, 1.3891, 1.0912, 1.1452, 1.3875, 1.1878, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047254189877711233", "ticker_idx": 1, "ts": "2026-04-23T10:00:09+00:00", "symbol": "ASML", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they paid 20% extra to speed up the EUV tools of $ASML", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix on blowout earnings, PEG 0.1, HBM sold out 3 years; also bullish ASML as beneficiary of Hynix capex surge.", "resolved_tickers": ["ASML"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "Have you ever seen better earnings than those of SK Hynix? \n\nEPS surged 163% quarter-over-quarter and 397% year-over-year, alongside robust revenue growth of 56% QoQ and 197% YoY. Consequently, the stock now trades at an exceptionally low PEG ratio of just 0.1.\n\nDemand for high-performance memory is surging while overall supply remains constrained, creating a highly favorable pricing environment. This resulted in direct price increases across both their DRAM and NAND divisions.\n\nAI technology is evolving rapidly beyond initial training phases into inference and agentic AI. As AI agents generate increasing volumes of data, there is a surging need for a broad range of memory products to process and store that data efficiently.\n\nThe management noted that the HMB capacity is sold out for the next 3 years. This will cause a jump in capital expenditure to build new plants and buy new EUV tools. We already saw that they paid 20% extra to speed up the EUV tools of $ASML.\n\nI'm currently up 50% on SK Hynix, and looking at these blowout numbers, this rally is far from over.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01823948890809235, "ret_signed_m1d": 0.01823948890809235, "alpha_spy_m1d": 0.014343629217776321, "alpha_c_m1d": 0.028657709241520224, "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": 0.02814206719039669, "ret_signed_p1d": 0.02814206719039669, "alpha_spy_p1d": 0.020392757953165086, "alpha_c_p1d": -0.022890403550317462, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.05103247074071415, "ret_p1w": 0.017162461424563347, "ret_signed_p1w": 0.017162461424563347, "alpha_spy_p1w": 0.002750786421697793, "alpha_c_p1w": -0.03445110047678224, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.051613561901345584, "ret_p1m": 0.15422943826226, "ret_signed_p1m": 0.15422943826226, "alpha_spy_p1m": 0.10173457736105229, "alpha_c_p1m": -0.04182742595703437, "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": 0.15422943826226, "alpha_spy_stated": 0.10173457736105229, "alpha_c_stated": -0.04182742595703437, "price_path": [-0.0045, 0.0246, 0.0023, 0.025, 0.0023, 0.0153, -0.0168, -0.0567, -0.049, -0.0047, 0.0069, -0.0029, 0.0126, -0.0077, -0.0079, -0.0079, 0.0014, 0.0359, 0.029, 0.0365, 0.0481, 0.0564, 0.0767, 0.0324, 0.0231, 0.004, -0.0401, -0.013, -0.0349, -0.0882, -0.0426, -0.0243, -0.0219, -0.0467, -0.0509, -0.0298, -0.0202, -0.0442, -0.0363, -0.0709, -0.034, -0.013, -0.0169, -0.0623, -0.0813, -0.1156, -0.0684, -0.0409, -0.0709, -0.0709, -0.0803, -0.0785, 0.0023, 0.0218, 0.0427, 0.0581, 0.0709, 0.0451, -0.0049, 0.0296, 0.0414, 0.029, 0.0182, 0.0, 0.0281, 0.0125, -0.0213, -0.0146, 0.0172, 0.0087, -0.0201, 0.0199, 0.0919, 0.072, 0.1253, 0.1068, 0.0751, 0.118, 0.12, 0.0616, 0.0408, 0.0316, 0.0957, 0.1253, 0.1542, 0.1542, 0.1536, 0.1295, 0.1351, 0.14, 0.1512, 0.2055, 0.2203, 0.2423, 0.1605, 0.2363, 0.2566, 0.2258, 0.3427, 0.3173, 0.3378, 0.2751, 0.3203, 0.364, 0.364, 0.3637, 0.2571, 0.246, 0.3015, 0.2685, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055620840457195769", "ticker_idx": 0, "ts": "2026-05-16T12:06:14+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The scaling of LEO networks directly benefits Filtronic.", "tweet_type": "analysis", "timeline": "months", "summary": "Five SpaceX IPO beneficiaries: Filtronic, STM, Compeq, Wistron, and GOOGL all set to gain from Starlink hardware ramp and Alphabet's ~5-6% SpaceX stake revaluation.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history.\n\nI have identified 5 companies that will benefit from the IPO and the growth of SpaceX.\n\n1. Filtronic \nSpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial.\n\nFiltronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back.\n\nAlthough E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.\n\n---\n\n2. STMicorelectronics N.V.\nSTMicroelectronics is a fundamental link in the global scaling of Starlink. Designing and manufacturing advanced, radiation-hardened semiconductors is a highly complex specialization that SpaceX relies heavily upon.\n\nSTM supplies the essential microcontrollers (including the STM32 family), power management ICs, and radio frequency chips. These components are not only found in the LEO satellites but, more importantly, in the millions of ground terminals (dishes) at the end-user level. They are crucial for regulating power consumption and flawlessly processing data signals under extreme conditions.\n\nThis is a pure volume play. With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book. Furthermore, as a core supplier for Tesla, STMicroelectronics has been a reliable partner within the broader Elon Musk ecosystem for years.\n\n---\n\n3. Compeq Manufacturing\nCompeq provides the physical foundation for Starlink's hardware. To make the satellites and ground stations function, highly complex High-Density Interconnect (HDI) printed circuit boards (PCBs) are required, and this Taiwanese specialist has emerged as an absolute core supplier for SpaceX's electronics.\n\nThe harsh environment of space and the strict tolerances required for aerospace communication demand incredibly durable and precise electronics. Compeq delivers this reliability at scale, manufacturing the specialized PCBs that are integrated into both the orbiting constellation and the millions of consumer dishes.\n\nThis is a direct bet on hardware volume. An IPO capital injection will accelerate the rollout of the satellite network and the manufacturing of end-user terminals to meet global demand. Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.\n\n---\n\n4. Wistron Corporation\nWistron Corp provides the critical networking hardware that connects the end-user to the Starlink satellite constellation. While the satellites handle the space-based infrastructure, WNC focuses on the ground level, manufacturing the routers and network gear essential for the consumer and enterprise terminals.\n\nAs Starlink expands its global footprint, the demand for these ground terminals skyrockets. The realities of providing reliable, high-speed internet in diverse environments require robust and precisely engineered networking equipment. WNC has proven to be a core supplier capable of delivering this technology at a massive scale.\n\nThis represents a major opportunity tied directly to commercial adoption. A successful SpaceX IPO will inevitably accelerate the global rollout of Starlink services. Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.\n\n---\n\n5. $GOOGL \nWhile the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an early, private investor in SpaceX, participating in a major funding round back in 2015.\n\nAccording to recent 2026 regulatory filings, Alphabet still holds an estimated 5% to 6% stake in the company, even after accounting for the recent merger between SpaceX and xAI. With the anticipated IPO valuation potentially reaching $1.5 to $2 trillion, this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.\n\nBeyond the pure financial windfall of the IPO, there are profound strategic synergies. As Alphabet aggressively expands its AI infrastructure, the companies are reportedly exploring the concept of orbital data centers. Leveraging Starlink's space-based network for Google Cloud and AI computing would further intertwine these two tech giants, making Alphabet a highly lucrative, albeit indirect, way to gain exposure to SpaceX's long-term dominance.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014598540145985384, "ret_signed_m1d": -0.014598540145985384, "alpha_spy_m1d": -0.015302544737507029, "alpha_c_m1d": -0.0004819284905153154, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.014116611655470068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0936739659367396, "ret_signed_p1d": 0.0936739659367396, "alpha_spy_p1d": 0.10033475402423297, "alpha_c_p1d": 0.1033886423999455, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.009714676463205896, "ret_p1w": -0.07785888077858882, "ret_signed_p1w": -0.07785888077858882, "alpha_spy_p1w": -0.08732210088796888, "alpha_c_p1w": -0.09774363674433928, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.019884755965750456, "ret_p1m": -0.08394160583941601, "ret_signed_p1m": -0.08394160583941601, "alpha_spy_p1m": -0.09975428792956564, "alpha_c_p1m": -0.14420272476350693, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.06026111892409092, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08394160583941601, "alpha_spy_stated": -0.09975428792956564, "alpha_c_stated": -0.14420272476350693, "price_path": [-0.5012, -0.5085, -0.5109, -0.5182, -0.5134, -0.5134, -0.5182, -0.5085, -0.5134, -0.5426, -0.5182, -0.5255, -0.5341, -0.5645, -0.5353, -0.5195, -0.5255, -0.5328, -0.5487, -0.545, -0.5511, -0.5876, -0.6083, -0.5864, -0.5864, -0.5523, -0.5547, -0.545, -0.5426, -0.5328, -0.5109, -0.5012, -0.5012, -0.5012, -0.5036, -0.4842, -0.5036, -0.5134, -0.5158, -0.4988, -0.4745, -0.4623, -0.4331, -0.4039, -0.3917, -0.3455, -0.3114, -0.2798, -0.3491, -0.3601, -0.3431, -0.292, -0.3017, -0.3017, -0.1484, -0.1727, -0.0146, -0.0754, -0.0888, -0.129, -0.0195, -0.0073, -0.0146, 0.0, 0.0937, 0.1411, -0.0146, -0.0779, -0.0779, -0.0024, -0.0535, -0.1119, -0.0511, -0.0389, -0.1241, -0.3017, -0.2068, -0.1727, -0.0511, -0.1727, -0.2336, -0.2457, -0.2092, -0.1813, -0.0839, -0.0998, -0.0998, -0.0827, -0.0754, -0.1727, -0.2457, -0.3187, -0.4404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2055620840457195769", "ticker_idx": 1, "ts": "2026-05-16T12:06:14+00:00", "symbol": "STM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book.", "tweet_type": "analysis", "timeline": "months", "summary": "Five SpaceX IPO beneficiaries: Filtronic, STM, Compeq, Wistron, and GOOGL all set to gain from Starlink hardware ramp and Alphabet's ~5-6% SpaceX stake revaluation.", "resolved_tickers": ["STM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history.\n\nI have identified 5 companies that will benefit from the IPO and the growth of SpaceX.\n\n1. Filtronic \nSpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial.\n\nFiltronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back.\n\nAlthough E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.\n\n---\n\n2. STMicorelectronics N.V.\nSTMicroelectronics is a fundamental link in the global scaling of Starlink. Designing and manufacturing advanced, radiation-hardened semiconductors is a highly complex specialization that SpaceX relies heavily upon.\n\nSTM supplies the essential microcontrollers (including the STM32 family), power management ICs, and radio frequency chips. These components are not only found in the LEO satellites but, more importantly, in the millions of ground terminals (dishes) at the end-user level. They are crucial for regulating power consumption and flawlessly processing data signals under extreme conditions.\n\nThis is a pure volume play. With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book. Furthermore, as a core supplier for Tesla, STMicroelectronics has been a reliable partner within the broader Elon Musk ecosystem for years.\n\n---\n\n3. Compeq Manufacturing\nCompeq provides the physical foundation for Starlink's hardware. To make the satellites and ground stations function, highly complex High-Density Interconnect (HDI) printed circuit boards (PCBs) are required, and this Taiwanese specialist has emerged as an absolute core supplier for SpaceX's electronics.\n\nThe harsh environment of space and the strict tolerances required for aerospace communication demand incredibly durable and precise electronics. Compeq delivers this reliability at scale, manufacturing the specialized PCBs that are integrated into both the orbiting constellation and the millions of consumer dishes.\n\nThis is a direct bet on hardware volume. An IPO capital injection will accelerate the rollout of the satellite network and the manufacturing of end-user terminals to meet global demand. Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.\n\n---\n\n4. Wistron Corporation\nWistron Corp provides the critical networking hardware that connects the end-user to the Starlink satellite constellation. While the satellites handle the space-based infrastructure, WNC focuses on the ground level, manufacturing the routers and network gear essential for the consumer and enterprise terminals.\n\nAs Starlink expands its global footprint, the demand for these ground terminals skyrockets. The realities of providing reliable, high-speed internet in diverse environments require robust and precisely engineered networking equipment. WNC has proven to be a core supplier capable of delivering this technology at a massive scale.\n\nThis represents a major opportunity tied directly to commercial adoption. A successful SpaceX IPO will inevitably accelerate the global rollout of Starlink services. Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.\n\n---\n\n5. $GOOGL \nWhile the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an early, private investor in SpaceX, participating in a major funding round back in 2015.\n\nAccording to recent 2026 regulatory filings, Alphabet still holds an estimated 5% to 6% stake in the company, even after accounting for the recent merger between SpaceX and xAI. With the anticipated IPO valuation potentially reaching $1.5 to $2 trillion, this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.\n\nBeyond the pure financial windfall of the IPO, there are profound strategic synergies. As Alphabet aggressively expands its AI infrastructure, the companies are reportedly exploring the concept of orbital data centers. Leveraging Starlink's space-based network for Google Cloud and AI computing would further intertwine these two tech giants, making Alphabet a highly lucrative, albeit indirect, way to gain exposure to SpaceX's long-term dominance.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007381893586763777, "ret_signed_m1d": 0.007381893586763777, "alpha_spy_m1d": 0.006677888995242132, "alpha_c_m1d": -0.011257432272884227, "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": 0.004429123622535558, "ret_signed_p1d": 0.004429123622535558, "alpha_spy_p1d": 0.011089911710028932, "alpha_c_p1d": 0.008457158044773982, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.0040280344222384246, "ret_p1w": 0.09678479918307503, "ret_signed_p1w": 0.09678479918307503, "alpha_spy_p1w": 0.08732157907369498, "alpha_c_p1w": 0.04156282089338048, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.05522197828969455, "ret_p1m": 0.22293316126122176, "ret_signed_p1m": 0.22293316126122176, "alpha_spy_p1m": 0.20712047917107212, "alpha_c_p1m": 0.09505849030472002, "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": 0.22293316126122176, "alpha_spy_stated": 0.20712047917107212, "alpha_c_stated": 0.09505849030472002, "price_path": [-0.4476, -0.4569, -0.4501, -0.444, -0.443, -0.4347, -0.4376, -0.4502, -0.4523, -0.4828, -0.4548, -0.4551, -0.487, -0.4515, -0.4517, -0.4429, -0.4563, -0.4623, -0.4527, -0.4473, -0.4564, -0.4697, -0.4952, -0.4821, -0.4759, -0.4518, -0.4601, -0.4662, -0.4862, -0.4332, -0.4337, -0.437, -0.437, -0.4186, -0.4147, -0.377, -0.3579, -0.3524, -0.3386, -0.3291, -0.3327, -0.3181, -0.2746, -0.2707, -0.2733, -0.2641, -0.1845, -0.1721, -0.1706, -0.1829, -0.136, -0.0955, -0.0855, -0.0956, -0.062, -0.0494, -0.083, -0.0294, -0.0138, -0.0497, 0.0399, 0.0561, 0.0074, 0.0, 0.0044, 0.0651, 0.0771, 0.0968, 0.0968, 0.1596, 0.1114, 0.1393, 0.137, 0.1322, 0.3043, 0.3076, 0.2854, 0.1601, 0.2305, 0.2028, 0.1604, 0.2815, 0.268, 0.2951, 0.2229, 0.2034, 0.2859, 0.2859, 0.3109, 0.1895, 0.1798, 0.2297, 0.1729, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055620840457195769", "ticker_idx": 2, "ts": "2026-05-16T12:06:14+00:00", "symbol": "Compeq Manufacturing", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.", "tweet_type": "analysis", "timeline": "months", "summary": "Five SpaceX IPO beneficiaries: Filtronic, STM, Compeq, Wistron, and GOOGL all set to gain from Starlink hardware ramp and Alphabet's ~5-6% SpaceX stake revaluation.", "resolved_tickers": ["2382.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "Compeq Manufacturing Co. listed on TWSE as 2382.TW", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history.\n\nI have identified 5 companies that will benefit from the IPO and the growth of SpaceX.\n\n1. Filtronic \nSpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial.\n\nFiltronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back.\n\nAlthough E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.\n\n---\n\n2. STMicorelectronics N.V.\nSTMicroelectronics is a fundamental link in the global scaling of Starlink. Designing and manufacturing advanced, radiation-hardened semiconductors is a highly complex specialization that SpaceX relies heavily upon.\n\nSTM supplies the essential microcontrollers (including the STM32 family), power management ICs, and radio frequency chips. These components are not only found in the LEO satellites but, more importantly, in the millions of ground terminals (dishes) at the end-user level. They are crucial for regulating power consumption and flawlessly processing data signals under extreme conditions.\n\nThis is a pure volume play. With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book. Furthermore, as a core supplier for Tesla, STMicroelectronics has been a reliable partner within the broader Elon Musk ecosystem for years.\n\n---\n\n3. Compeq Manufacturing\nCompeq provides the physical foundation for Starlink's hardware. To make the satellites and ground stations function, highly complex High-Density Interconnect (HDI) printed circuit boards (PCBs) are required, and this Taiwanese specialist has emerged as an absolute core supplier for SpaceX's electronics.\n\nThe harsh environment of space and the strict tolerances required for aerospace communication demand incredibly durable and precise electronics. Compeq delivers this reliability at scale, manufacturing the specialized PCBs that are integrated into both the orbiting constellation and the millions of consumer dishes.\n\nThis is a direct bet on hardware volume. An IPO capital injection will accelerate the rollout of the satellite network and the manufacturing of end-user terminals to meet global demand. Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.\n\n---\n\n4. Wistron Corporation\nWistron Corp provides the critical networking hardware that connects the end-user to the Starlink satellite constellation. While the satellites handle the space-based infrastructure, WNC focuses on the ground level, manufacturing the routers and network gear essential for the consumer and enterprise terminals.\n\nAs Starlink expands its global footprint, the demand for these ground terminals skyrockets. The realities of providing reliable, high-speed internet in diverse environments require robust and precisely engineered networking equipment. WNC has proven to be a core supplier capable of delivering this technology at a massive scale.\n\nThis represents a major opportunity tied directly to commercial adoption. A successful SpaceX IPO will inevitably accelerate the global rollout of Starlink services. Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.\n\n---\n\n5. $GOOGL \nWhile the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an early, private investor in SpaceX, participating in a major funding round back in 2015.\n\nAccording to recent 2026 regulatory filings, Alphabet still holds an estimated 5% to 6% stake in the company, even after accounting for the recent merger between SpaceX and xAI. With the anticipated IPO valuation potentially reaching $1.5 to $2 trillion, this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.\n\nBeyond the pure financial windfall of the IPO, there are profound strategic synergies. As Alphabet aggressively expands its AI infrastructure, the companies are reportedly exploring the concept of orbital data centers. Leveraging Starlink's space-based network for Google Cloud and AI computing would further intertwine these two tech giants, making Alphabet a highly lucrative, albeit indirect, way to gain exposure to SpaceX's long-term dominance.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.020000000000000018, "ret_signed_m1d": 0.020000000000000018, "alpha_spy_m1d": 0.019295995408478372, "alpha_c_m1d": 0.009103014321602432, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033333333333333326, "ret_signed_p1d": -0.033333333333333326, "alpha_spy_p1d": -0.02667254524583995, "alpha_c_p1d": -0.026909833204360356, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.05499999999999994, "ret_signed_p1w": 0.05499999999999994, "alpha_spy_p1w": 0.04553677989061988, "alpha_c_p1w": 0.020416417833030387, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.20833333333333326, "ret_signed_p1m": 0.20833333333333326, "alpha_spy_p1m": 0.19252065124318363, "alpha_c_p1m": 0.13905139010385126, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20833333333333326, "alpha_spy_stated": 0.19252065124318363, "alpha_c_stated": 0.13905139010385126, "price_path": [-0.0467, -0.0467, -0.0467, -0.055, -0.0533, -0.0083, -0.0283, -0.0283, 0.0033, -0.0183, -0.0633, -0.035, -0.0367, -0.06, -0.0583, -0.0367, -0.0383, -0.0367, -0.0367, -0.0367, -0.0233, -0.045, -0.055, -0.0667, -0.0617, -0.05, -0.0433, -0.0367, -0.0633, -0.0717, -0.0317, -0.0517, -0.0517, -0.0517, -0.0367, 0.025, 0.0433, 0.0717, 0.0633, 0.0767, 0.0283, 0.0617, 0.0767, 0.0967, 0.1333, 0.1167, 0.0733, 0.0767, 0.085, 0.07, 0.0733, 0.0417, 0.0417, 0.06, 0.07, 0.155, 0.1467, 0.135, 0.145, 0.1333, 0.135, 0.115, 0.02, 0.0, -0.0333, -0.0333, 0.0267, 0.0533, 0.055, 0.055, 0.04, 0.0283, 0.13, 0.2417, 0.335, 0.39, 0.3467, 0.3017, 0.255, 0.25, 0.2683, 0.2333, 0.24, 0.2333, 0.2083, 0.2467, 0.2533, 0.2533, 0.2667, 0.2417, 0.24, 0.2217, 0.2067, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055620840457195769", "ticker_idx": 3, "ts": "2026-05-16T12:06:14+00:00", "symbol": "Wistron Corporation", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.", "tweet_type": "analysis", "timeline": "months", "summary": "Five SpaceX IPO beneficiaries: Filtronic, STM, Compeq, Wistron, and GOOGL all set to gain from Starlink hardware ramp and Alphabet's ~5-6% SpaceX stake revaluation.", "resolved_tickers": ["3231.TW"], "resolution_method": "exchange_ticker", "resolution_reason": "Wistron Corporation listed on TWSE as 3231.TW", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history.\n\nI have identified 5 companies that will benefit from the IPO and the growth of SpaceX.\n\n1. Filtronic \nSpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial.\n\nFiltronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back.\n\nAlthough E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.\n\n---\n\n2. STMicorelectronics N.V.\nSTMicroelectronics is a fundamental link in the global scaling of Starlink. Designing and manufacturing advanced, radiation-hardened semiconductors is a highly complex specialization that SpaceX relies heavily upon.\n\nSTM supplies the essential microcontrollers (including the STM32 family), power management ICs, and radio frequency chips. These components are not only found in the LEO satellites but, more importantly, in the millions of ground terminals (dishes) at the end-user level. They are crucial for regulating power consumption and flawlessly processing data signals under extreme conditions.\n\nThis is a pure volume play. With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book. Furthermore, as a core supplier for Tesla, STMicroelectronics has been a reliable partner within the broader Elon Musk ecosystem for years.\n\n---\n\n3. Compeq Manufacturing\nCompeq provides the physical foundation for Starlink's hardware. To make the satellites and ground stations function, highly complex High-Density Interconnect (HDI) printed circuit boards (PCBs) are required, and this Taiwanese specialist has emerged as an absolute core supplier for SpaceX's electronics.\n\nThe harsh environment of space and the strict tolerances required for aerospace communication demand incredibly durable and precise electronics. Compeq delivers this reliability at scale, manufacturing the specialized PCBs that are integrated into both the orbiting constellation and the millions of consumer dishes.\n\nThis is a direct bet on hardware volume. An IPO capital injection will accelerate the rollout of the satellite network and the manufacturing of end-user terminals to meet global demand. Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.\n\n---\n\n4. Wistron Corporation\nWistron Corp provides the critical networking hardware that connects the end-user to the Starlink satellite constellation. While the satellites handle the space-based infrastructure, WNC focuses on the ground level, manufacturing the routers and network gear essential for the consumer and enterprise terminals.\n\nAs Starlink expands its global footprint, the demand for these ground terminals skyrockets. The realities of providing reliable, high-speed internet in diverse environments require robust and precisely engineered networking equipment. WNC has proven to be a core supplier capable of delivering this technology at a massive scale.\n\nThis represents a major opportunity tied directly to commercial adoption. A successful SpaceX IPO will inevitably accelerate the global rollout of Starlink services. Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.\n\n---\n\n5. $GOOGL \nWhile the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an early, private investor in SpaceX, participating in a major funding round back in 2015.\n\nAccording to recent 2026 regulatory filings, Alphabet still holds an estimated 5% to 6% stake in the company, even after accounting for the recent merger between SpaceX and xAI. With the anticipated IPO valuation potentially reaching $1.5 to $2 trillion, this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.\n\nBeyond the pure financial windfall of the IPO, there are profound strategic synergies. As Alphabet aggressively expands its AI infrastructure, the companies are reportedly exploring the concept of orbital data centers. Leveraging Starlink's space-based network for Google Cloud and AI computing would further intertwine these two tech giants, making Alphabet a highly lucrative, albeit indirect, way to gain exposure to SpaceX's long-term dominance.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": -0.0007040045915216453, "alpha_c_m1d": -0.010896985678397586, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": 0.010896985678397586, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.022140221402214055, "ret_signed_p1d": -0.022140221402214055, "alpha_spy_p1d": -0.01547943331472068, "alpha_c_p1d": -0.015716721273241085, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.00642350012897297, "ret_p1w": 0.09963099630996308, "ret_signed_p1w": 0.09963099630996308, "alpha_spy_p1w": 0.09016777620058303, "alpha_c_p1w": 0.06504741414299353, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.03458358216696955, "ret_p1m": 0.16605166051660514, "ret_signed_p1m": 0.16605166051660514, "alpha_spy_p1m": 0.1502389784264555, "alpha_c_p1m": 0.09676971728712314, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.069281943229482, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16605166051660514, "alpha_spy_stated": 0.1502389784264555, "alpha_c_stated": 0.09676971728712314, "price_path": [-0.0295, -0.0295, -0.0295, -0.0443, -0.0332, 0.0185, 0.0037, 0.0037, -0.0037, -0.0295, -0.0775, -0.0517, -0.0369, -0.059, -0.048, -0.0185, -0.0221, -0.0111, -0.0037, -0.0111, -0.0369, -0.059, -0.0406, -0.0738, -0.048, -0.0554, -0.0627, -0.0627, -0.0738, -0.0959, -0.0627, -0.0775, -0.0775, -0.0775, -0.0886, -0.0332, -0.0221, -0.0037, -0.0074, 0.0074, -0.0185, -0.0111, 0.0074, 0.0369, 0.0664, 0.0627, 0.0295, 0.0443, 0.0517, 0.0369, 0.0369, 0.0111, 0.0111, 0.0369, 0.048, 0.0812, 0.0775, 0.0812, 0.0258, 0.0443, 0.0369, 0.0185, 0.0, 0.0, -0.0221, -0.0221, 0.0332, 0.0664, 0.0996, 0.0775, 0.0701, 0.0664, 0.1697, 0.2841, 0.4096, 0.4317, 0.2989, 0.262, 0.2066, 0.2214, 0.1661, 0.1255, 0.1513, 0.1919, 0.1661, 0.1993, 0.1919, 0.1919, 0.1993, 0.1697, 0.1624, 0.1808, 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]}
{"unit_id": "thread:2055620840457195769", "ticker_idx": 4, "ts": "2026-05-16T12:06:14+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Alphabet offers a fundamentally different approach with a massive direct financial upside... this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.", "tweet_type": "analysis", "timeline": "months", "summary": "Five SpaceX IPO beneficiaries: Filtronic, STM, Compeq, Wistron, and GOOGL all set to gain from Starlink hardware ramp and Alphabet's ~5-6% SpaceX stake revaluation.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history.\n\nI have identified 5 companies that will benefit from the IPO and the growth of SpaceX.\n\n1. Filtronic \nSpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial.\n\nFiltronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back.\n\nAlthough E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.\n\n---\n\n2. STMicorelectronics N.V.\nSTMicroelectronics is a fundamental link in the global scaling of Starlink. Designing and manufacturing advanced, radiation-hardened semiconductors is a highly complex specialization that SpaceX relies heavily upon.\n\nSTM supplies the essential microcontrollers (including the STM32 family), power management ICs, and radio frequency chips. These components are not only found in the LEO satellites but, more importantly, in the millions of ground terminals (dishes) at the end-user level. They are crucial for regulating power consumption and flawlessly processing data signals under extreme conditions.\n\nThis is a pure volume play. With the expected capital injection from the IPO, SpaceX will aggressively ramp up hardware production. Every new satellite in orbit and every new Starlink subscriber translates directly into massive volume growth for STM's order book. Furthermore, as a core supplier for Tesla, STMicroelectronics has been a reliable partner within the broader Elon Musk ecosystem for years.\n\n---\n\n3. Compeq Manufacturing\nCompeq provides the physical foundation for Starlink's hardware. To make the satellites and ground stations function, highly complex High-Density Interconnect (HDI) printed circuit boards (PCBs) are required, and this Taiwanese specialist has emerged as an absolute core supplier for SpaceX's electronics.\n\nThe harsh environment of space and the strict tolerances required for aerospace communication demand incredibly durable and precise electronics. Compeq delivers this reliability at scale, manufacturing the specialized PCBs that are integrated into both the orbiting constellation and the millions of consumer dishes.\n\nThis is a direct bet on hardware volume. An IPO capital injection will accelerate the rollout of the satellite network and the manufacturing of end-user terminals to meet global demand. Every new piece of Starlink hardware built directly increases the demand for Compeq's high-end HDI boards.\n\n---\n\n4. Wistron Corporation\nWistron Corp provides the critical networking hardware that connects the end-user to the Starlink satellite constellation. While the satellites handle the space-based infrastructure, WNC focuses on the ground level, manufacturing the routers and network gear essential for the consumer and enterprise terminals.\n\nAs Starlink expands its global footprint, the demand for these ground terminals skyrockets. The realities of providing reliable, high-speed internet in diverse environments require robust and precisely engineered networking equipment. WNC has proven to be a core supplier capable of delivering this technology at a massive scale.\n\nThis represents a major opportunity tied directly to commercial adoption. A successful SpaceX IPO will inevitably accelerate the global rollout of Starlink services. Every new household, maritime vessel, or aviation partner that subscribes to Starlink requires a terminal, translating to a continuous and expanding volume of orders for Wistron NeWeb's networking components.\n\n---\n\n5. $GOOGL \nWhile the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an early, private investor in SpaceX, participating in a major funding round back in 2015.\n\nAccording to recent 2026 regulatory filings, Alphabet still holds an estimated 5% to 6% stake in the company, even after accounting for the recent merger between SpaceX and xAI. With the anticipated IPO valuation potentially reaching $1.5 to $2 trillion, this equity stake translates to an astronomical balance sheet revaluation of $100 billion or more.\n\nBeyond the pure financial windfall of the IPO, there are profound strategic synergies. As Alphabet aggressively expands its AI infrastructure, the companies are reportedly exploring the concept of orbital data centers. Leveraging Starlink's space-based network for Google Cloud and AI computing would further intertwine these two tech giants, making Alphabet a highly lucrative, albeit indirect, way to gain exposure to SpaceX's long-term dominance.", "reply_text": null, "parent_text": null, "quoted_text": null, "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:2036160769717309654", "ticker_idx": 0, "ts": "2026-03-23T19:18:52+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cantor Fitzgerald reiterated an Overweight rating on Satellogic. Citing improving fundamentals and the introduction of the company's Merlin satellite system.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares Cantor Fitzgerald Overweight reiteration on SATL on improving fundamentals and Merlin satellite system launch.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$SATL now up 70% since earnings! \n\nToday Cantor Fitzgerald reiterated an Overweight rating on Satellogic. Citing improving fundamentals and the introduction of the company’s Merlin satellite system. https://t.co/MbMwn4m1b2", "reply_text": null, "parent_text": null, "quoted_text": "$SATL just posted some great Q4 earnings. They are now up 10% in pre-market. \n\nLots to like about these earnings. The main thing that stands out is the revenues. Satellogic reported a 94% YoY revenue increase. The management stated that this was driven by higher imagery orders https://t.co/N9Wl6rSlcb", "parent_author": null, "ret_m1d": -0.2762097002905438, "ret_signed_m1d": -0.2762097002905438, "alpha_spy_m1d": -0.26581881328742507, "alpha_c_m1d": -0.2649677179648655, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08467743408543504, "ret_signed_p1d": 0.08467743408543504, "alpha_spy_p1d": 0.08803424856261255, "alpha_c_p1d": 0.07885094391744363, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": 0.0020160790257601757, "ret_signed_p1w": 0.0020160790257601757, "alpha_spy_p1w": 0.03773582684637977, "alpha_c_p1w": 0.04151316606211741, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.45362902876923905, "ret_signed_p1m": 0.45362902876923905, "alpha_spy_p1m": 0.37932094692466434, "alpha_c_p1m": 0.4021723780831181, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.21572583940163081, "ret_signed_p3m": 0.21572583940163081, "alpha_spy_p3m": 0.07339044441104514, "alpha_c_p3m": 0.10618881866907492, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45362902876923905, "alpha_spy_stated": 0.37932094692466434, "alpha_c_stated": 0.4021723780831181, "price_path": [-0.5585, -0.5585, -0.5958, -0.6149, -0.627, -0.623, -0.623, -0.6048, -0.5383, -0.5585, -0.5161, -0.4113, -0.3931, -0.2722, -0.2802, -0.2621, -0.2964, -0.2823, -0.2823, -0.2661, -0.2762, -0.0806, 0.0585, -0.0766, 0.1089, 0.0827, 0.0565, -0.0726, -0.2581, -0.1573, -0.2419, -0.3165, -0.2742, -0.2964, -0.3306, -0.3508, -0.4254, -0.3669, -0.3669, -0.4214, -0.37, -0.3427, -0.2823, -0.3528, -0.3488, -0.3528, -0.3569, -0.3952, -0.3609, -0.371, -0.3185, -0.3548, -0.377, -0.3609, -0.375, -0.373, -0.3952, -0.4012, -0.4113, -0.3911, -0.4032, -0.3387, -0.2762, 0.0, 0.0847, 0.254, 0.2944, 0.1956, 0.002, 0.0968, 0.1512, 0.3649, 0.3649, 0.4214, 0.4012, 0.3891, 0.4516, 0.4778, 0.5222, 0.4718, 0.3952, 0.5161, 0.3972, 0.3508, 0.4536, 0.4597, 0.373, 0.244, 0.2631, 0.2399, 0.2399, 0.3024, 0.4476, 0.4234, 0.4113, 0.4395, 0.3347, 0.5262, 0.754, 0.5222, 0.6331, 0.7419, 0.9839, 0.9234, 0.9476, 0.9597, 0.9435, 1.1391, 1.1391, 1.1653, 0.9698, 0.9859, 0.9173, 0.748, 0.75, 0.5806, 0.6411, 0.4355, 0.4093, 0.2944, 0.2661, 0.5161, 0.3427, 0.3488, 0.2379, 0.244, 0.2157, 0.2157, 0.1442, 0.121, 0.0161, -0.0766, -0.0685, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053558097042460919", "ticker_idx": 0, "ts": "2026-05-10T19:29:38+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Battery company who signed contracts with 2 Hyperscalers for datacenters. Datacenters need batteries to flatten the energy needs.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish Fluence Energy as a datacenter battery play via hyperscaler contracts.", "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": "@CheikhK48234 Battery company who signed contracts with 2 Hyperscalers for datacenters. Datacenters need batteries to flatten the energy needs.", "reply_text": null, "parent_text": "@Kaizen_Investor Why fluence energy amongst others ?", "quoted_text": null, "parent_author": "CheikhK48234", "ret_m1d": -0.0424098182416921, "ret_signed_m1d": -0.0424098182416921, "alpha_spy_m1d": -0.040137430705175725, "alpha_c_m1d": -0.040137430705175725, "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": -0.15655960869037344, "ret_signed_p1d": -0.15655960869037344, "alpha_spy_p1d": -0.15504465607578688, "alpha_c_p1d": -0.15504465607578688, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.0015149526145865622, "ret_p1w": -0.22552511811122433, "ret_signed_p1w": -0.22552511811122433, "alpha_spy_p1w": -0.22464592745001366, "alpha_c_p1w": -0.22464592745001366, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.0008791906612106715, "ret_p1m": -0.07015459729995632, "ret_signed_p1m": -0.07015459729995632, "alpha_spy_p1m": -0.06711120044229735, "alpha_c_p1m": -0.06711120044229735, "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": -0.07015459729995632, "alpha_spy_stated": -0.06711120044229735, "alpha_c_stated": -0.06711120044229735, "price_path": [-0.3056, -0.3088, -0.2683, -0.2683, -0.2953, -0.3092, -0.3436, -0.344, -0.3631, -0.3464, -0.3528, -0.3579, -0.3841, -0.4007, -0.4086, -0.3738, -0.3753, -0.4142, -0.3777, -0.331, -0.3218, -0.3492, -0.3508, -0.3349, -0.346, -0.3662, -0.3646, -0.4003, -0.3912, -0.3599, -0.352, -0.4071, -0.4392, -0.4847, -0.4546, -0.4839, -0.4728, -0.4728, -0.4768, -0.4748, -0.48, -0.4625, -0.4538, -0.459, -0.4134, -0.3971, -0.4063, -0.4635, -0.4994, -0.4939, -0.4649, -0.4641, -0.4697, -0.4705, -0.5105, -0.5311, -0.5172, -0.5168, -0.5113, -0.497, -0.4625, -0.2481, -0.0424, 0.0, -0.1566, -0.1241, -0.17, -0.1768, -0.2255, -0.2901, -0.2493, -0.1998, -0.1482, -0.1482, -0.1546, -0.1589, -0.1534, -0.2517, 0.0761, 0.1062, -0.0151, 0.0761, -0.092, -0.046, -0.0702, -0.1431, -0.0377, -0.0602, -0.0416, -0.0519, -0.0717, -0.017, -0.017, -0.0016, -0.1593, -0.2172, -0.2319, -0.2362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056760730322378892", "ticker_idx": 0, "ts": "2026-05-19T15:35:45+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I agree, you don't expect to see these low margins at a company that is vital for the AI boom. But you should take in mind the full picture.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long FLNC; defends low margins as structural, bullish on improving margin trajectory via high-margin IQ subscriptions and growing market share.", "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": "quote", "lang": "en", "tweet_text": "See a lot of questions regarding the $FLNC margins. \n\nI agree, you don’t expect to see these low margins at a company that is vital for the AI boom. But you should take in mind the full picture. \n\n1. Fluence is a project-based company. They don’t really have a standard product, their batteries need to be integrated in the architecture of the end-customer. This makes that they need to engineer based on the customer needs. \n\nThe gross profit margin on such projects are always lower because the amount of direct labor is higher. This direct labor is put in the costs of goods sold and not in the overhead costs. Cogs influence your gp margin, overhead costs don’t. \n\n2. Fluence chooses to put their hardware in the field cheaper to catch as much market share as possible. On their batteries, customers can activate Fluence IQ. For example, the AI model predicts electricity prices and uses the battery accordingly. This is the main advantage of Fluence. \n\nThe margins on these subscriptions (Fluence Mosaic or Fluence Nispera) are way higher than any battery manufacturer can accomplish. So the more units in the field, the better the margins will become.\n\nI’ve been following Fluence for a couple of quarters now and the management has been open and honest about the margins. They were bad in Q4 25’ but promised to improve in Q1 26’ and delivered. I like the go-to market strategy and the hyperscaler reference should help improve the margins as well. \n\nNo financial advice and do your own research.", "reply_text": null, "parent_text": null, "quoted_text": "Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. \n\nThe earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can https://t.co/bKItxbRMtI", "parent_author": null, "ret_m1d": 0.09101066901185706, "ret_signed_m1d": 0.09101066901185706, "alpha_spy_m1d": 0.08430521733169116, "alpha_c_m1d": 0.08430521733169116, "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": 0.05750980990624277, "ret_signed_p1d": 0.05750980990624277, "alpha_spy_p1d": 0.04726081532367932, "alpha_c_p1d": 0.04726081532367932, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.010248994582563453, "ret_p1w": 0.19095477975607666, "ret_signed_p1w": 0.19095477975607666, "alpha_spy_p1w": 0.1679762521799253, "alpha_c_p1w": 0.1679762521799253, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.022978527576151375, "ret_p1m": 0.30764937330125086, "ret_signed_p1m": 0.30764937330125086, "alpha_spy_p1m": 0.29779560689102524, "alpha_c_p1m": 0.29779560689102524, "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": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0754, -0.0759, -0.1027, -0.0793, -0.0882, -0.0955, -0.1323, -0.1558, -0.1669, -0.1178, -0.12, -0.1748, -0.1234, -0.0575, -0.0447, -0.0832, -0.0854, -0.0631, -0.0787, -0.1072, -0.105, -0.1552, -0.1424, -0.0983, -0.0871, -0.1647, -0.2099, -0.2741, -0.2317, -0.273, -0.2574, -0.2574, -0.263, -0.2602, -0.2674, -0.2429, -0.2306, -0.2379, -0.1736, -0.1508, -0.1636, -0.2443, -0.2948, -0.287, -0.2462, -0.2451, -0.2529, -0.254, -0.3104, -0.3395, -0.3199, -0.3194, -0.3116, -0.2915, -0.2429, 0.0592, 0.349, 0.4087, 0.1882, 0.2339, 0.1692, 0.1597, 0.091, 0.0, 0.0575, 0.1273, 0.1999, 0.1999, 0.191, 0.1848, 0.1926, 0.0542, 0.5159, 0.5583, 0.3875, 0.5159, 0.2792, 0.3439, 0.3099, 0.2071, 0.3557, 0.3238, 0.3501, 0.3356, 0.3076, 0.3847, 0.3847, 0.4065, 0.1843, 0.1027, 0.0821, 0.0759, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 0, "ts": "2026-03-22T14:48:36+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 massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "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": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.011323480045094203, "ret_signed_m1d": -0.011323480045094203, "alpha_spy_m1d": -0.0009325930419754602, "alpha_c_m1d": -8.149771941590167e-05, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028382357429055594, "ret_signed_p1d": -0.028382357429055594, "alpha_spy_p1d": -0.025025542951878088, "alpha_c_p1d": -0.03420884759704701, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.15617645488065834, "ret_signed_p1w": -0.15617645488065834, "alpha_spy_p1w": -0.12045670706003875, "alpha_c_p1w": -0.11667936784430111, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.2741176380830652, "ret_signed_p1m": 0.2741176380830652, "alpha_spy_p1m": 0.1998095562384905, "alpha_c_p1m": 0.2226609873969443, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.5770587921142578, "ret_signed_p3m": 0.5770587921142578, "alpha_spy_p3m": 0.43472339712367214, "alpha_c_p3m": 0.4675217713817019, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2741176380830652, "alpha_spy_stated": 0.1998095562384905, "alpha_c_stated": 0.2226609873969443, "price_path": [0.135, 0.135, 0.039, 0.0312, 0.036, 0.0259, 0.0259, 0.1175, 0.1491, 0.2651, 0.2365, 0.2218, 0.2478, 0.2926, 0.2732, 0.35, 0.3347, 0.4162, 0.4162, 0.3112, 0.2915, 0.2938, 0.3074, 0.1835, 0.2794, 0.3025, 0.26, 0.1775, 0.0904, 0.1951, 0.0751, -0.0247, 0.0635, 0.1153, 0.0593, 0.0238, -0.0293, -0.0082, -0.0082, 0.0278, 0.0944, 0.1262, 0.0421, 0.0325, 0.029, 0.0324, 0.0684, 0.0162, 0.0437, 0.0313, 0.0575, 0.0294, 0.031, 0.0512, 0.0137, 0.0582, 0.0054, 0.006, 0.0487, 0.1557, 0.0218, 0.0578, -0.0113, 0.0, -0.0284, 0.0718, -0.0303, -0.104, -0.1562, -0.0556, -0.0365, -0.004, -0.004, -0.0049, -0.0247, 0.0159, -0.0185, 0.0007, 0.0385, 0.0621, 0.0824, 0.2196, 0.2471, 0.3156, 0.2741, 0.3241, 0.2441, 0.1718, 0.2101, 0.1557, 0.1326, 0.2134, 0.159, 0.181, 0.1582, 0.2449, 0.1556, 0.551, 0.7257, 0.7288, 0.8257, 0.9493, 0.8349, 0.9288, 0.8722, 0.9747, 0.8449, 0.9965, 0.9965, 1.1059, 1.2093, 1.1769, 1.11, 0.7999, 0.8135, 0.6868, 0.764, 0.6188, 0.6713, 0.5916, 0.5449, 0.6879, 0.5057, 0.6066, 0.5387, 0.5879, 0.5771, 0.5771, 0.4749, 0.3988, 0.256, 0.1866, 0.2432, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 1, "ts": "2026-03-22T14:48:36+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": 0.00029574619517225287, "ret_signed_m1d": 0.00029574619517225287, "alpha_spy_m1d": 0.010686633198290996, "alpha_c_m1d": 0.011537728520850554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.058840916294352064, "ret_signed_p1d": -0.058840916294352064, "alpha_spy_p1d": -0.05548410181717456, "alpha_c_p1d": -0.06466740646234348, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1753400460876794, "ret_signed_p1w": -0.1753400460876794, "alpha_spy_p1w": -0.1396202982670598, "alpha_c_p1w": -0.13584295905132215, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.12448252875404231, "ret_signed_p1m": 0.12448252875404231, "alpha_spy_p1m": 0.050174446909467596, "alpha_c_p1m": 0.07302587806792138, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": -0.1652868185401959, "ret_signed_p3m": -0.1652868185401959, "alpha_spy_p3m": -0.30762221353078156, "alpha_c_p3m": -0.2748238392727518, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12448252875404231, "alpha_spy_stated": 0.050174446909467596, "alpha_c_stated": 0.07302587806792138, "price_path": [-0.3992, -0.3992, -0.4276, -0.4125, -0.4163, -0.4169, -0.4169, -0.3965, -0.3675, -0.3542, -0.3315, -0.3365, -0.3285, -0.2478, -0.2513, -0.2096, -0.1638, -0.149, -0.149, -0.1721, -0.22, -0.2295, -0.2034, -0.2351, -0.17, -0.1756, -0.2209, -0.2617, -0.3244, -0.2918, -0.3563, -0.3959, -0.3418, -0.2898, -0.3261, -0.3598, -0.3702, -0.3371, -0.3371, -0.3433, -0.298, -0.2575, -0.2933, -0.2969, -0.2694, -0.2717, -0.2431, -0.2862, -0.2206, -0.2519, -0.2312, -0.2729, -0.2525, -0.2365, -0.249, -0.2478, -0.2617, -0.267, -0.2726, -0.1993, -0.2664, -0.2028, 0.0003, 0.0, -0.0588, 0.0458, -0.042, -0.0875, -0.1753, -0.1736, -0.092, 0.0609, 0.0609, 0.0355, 0.0399, 0.0807, 0.0121, 0.0251, 0.0148, 0.0033, 0.0174, 0.1795, 0.1378, 0.1088, 0.1245, 0.1671, 0.1322, 0.0479, 0.0482, 0.0358, 0.0077, 0.0931, 0.0911, 0.1396, 0.0979, 0.1736, 0.042, 0.1543, 0.2371, 0.2028, 0.2046, 0.2726, 0.2306, 0.2303, 0.2297, 0.2614, 0.2561, 0.3114, 0.3114, 0.4287, 0.4926, 0.5198, 0.5121, 0.3737, 0.4219, 0.2753, 0.2871, -0.0473, -0.0319, -0.0784, -0.0917, 0.0103, -0.0789, -0.0958, -0.1659, -0.1656, -0.1653, -0.1653, -0.1493, -0.1564, -0.2224, -0.2161, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 2, "ts": "2026-03-22T14:48:36+00:00", "symbol": "RDW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["RDW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.01918979775902807, "ret_signed_m1d": -0.01918979775902807, "alpha_spy_m1d": -0.008798910755909328, "alpha_c_m1d": -0.00794781543334977, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03518122811086166, "ret_signed_p1d": -0.03518122811086166, "alpha_spy_p1d": -0.03182441363368416, "alpha_c_p1d": -0.04100771827885308, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1780383854924381, "ret_signed_p1w": -0.1780383854924381, "alpha_spy_p1w": -0.14231863767181852, "alpha_c_p1w": -0.13854129845608087, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.09914715286026543, "ret_signed_p1m": 0.09914715286026543, "alpha_spy_p1m": 0.024839071015690717, "alpha_c_p1m": 0.0476905021741445, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.5298507682720897, "ret_signed_p3m": 0.5298507682720897, "alpha_spy_p3m": 0.387515373281504, "alpha_c_p3m": 0.42031374753953377, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.09914715286026543, "alpha_spy_stated": 0.024839071015690717, "alpha_c_stated": 0.0476905021741445, "price_path": [-0.1663, -0.1663, -0.2377, -0.2537, -0.1535, -0.1898, -0.1898, -0.0373, 0.0938, 0.1343, 0.048, 0.0959, 0.1706, 0.1365, 0.081, 0.1748, 0.1578, 0.2484, 0.2484, 0.1365, 0.0874, 0.2772, 0.3348, 0.1684, 0.5139, 0.4168, 0.3657, 0.2527, 0.1599, 0.2004, 0.0693, -0.0618, 0.0704, 0.0757, 0.0, -0.0394, -0.1588, -0.145, -0.145, -0.1471, -0.1045, -0.0832, -0.1482, -0.1343, -0.1023, -0.081, 0.0181, -0.033, 0.0149, -0.0458, -0.0107, -0.033, -0.0885, 0.0288, -0.016, 0.0085, 0.0107, 0.0224, 0.0171, 0.08, 0.0181, 0.0267, -0.0192, 0.0, -0.0352, -0.0235, -0.0544, -0.1301, -0.178, -0.0938, -0.032, 0.0373, 0.0373, 0.0565, 0.0288, 0.0245, -0.0171, -0.0096, 0.065, 0.0458, 0.0565, 0.1962, 0.1023, 0.0885, 0.0991, 0.2719, 0.0704, 0.032, -0.0053, -0.0362, -0.0832, -0.0203, -0.0043, -0.0789, -0.0736, 0.0277, -0.0192, 0.1802, 0.2964, 0.2324, 0.2217, 0.4915, 0.4989, 0.4883, 0.4829, 0.5746, 0.6365, 0.8646, 0.8646, 1.3497, 1.5586, 1.7612, 1.6194, 1.2047, 1.194, 0.9851, 1.2846, 0.967, 0.9797, 0.6791, 0.5853, 0.822, 0.6119, 0.581, 0.4392, 0.5309, 0.5299, 0.5299, 0.3881, 0.3028, 0.2132, 0.1514, 0.1652, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 3, "ts": "2026-03-22T14:48:36+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.2762097002905438, "ret_signed_m1d": -0.2762097002905438, "alpha_spy_m1d": -0.26581881328742507, "alpha_c_m1d": -0.2649677179648655, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08467743408543504, "ret_signed_p1d": 0.08467743408543504, "alpha_spy_p1d": 0.08803424856261255, "alpha_c_p1d": 0.07885094391744363, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": 0.0020160790257601757, "ret_signed_p1w": 0.0020160790257601757, "alpha_spy_p1w": 0.03773582684637977, "alpha_c_p1w": 0.04151316606211741, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.45362902876923905, "ret_signed_p1m": 0.45362902876923905, "alpha_spy_p1m": 0.37932094692466434, "alpha_c_p1m": 0.4021723780831181, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.21572583940163081, "ret_signed_p3m": 0.21572583940163081, "alpha_spy_p3m": 0.07339044441104514, "alpha_c_p3m": 0.10618881866907492, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.45362902876923905, "alpha_spy_stated": 0.37932094692466434, "alpha_c_stated": 0.4021723780831181, "price_path": [-0.5585, -0.5585, -0.5958, -0.6149, -0.627, -0.623, -0.623, -0.6048, -0.5383, -0.5585, -0.5161, -0.4113, -0.3931, -0.2722, -0.2802, -0.2621, -0.2964, -0.2823, -0.2823, -0.2661, -0.2762, -0.0806, 0.0585, -0.0766, 0.1089, 0.0827, 0.0565, -0.0726, -0.2581, -0.1573, -0.2419, -0.3165, -0.2742, -0.2964, -0.3306, -0.3508, -0.4254, -0.3669, -0.3669, -0.4214, -0.37, -0.3427, -0.2823, -0.3528, -0.3488, -0.3528, -0.3569, -0.3952, -0.3609, -0.371, -0.3185, -0.3548, -0.377, -0.3609, -0.375, -0.373, -0.3952, -0.4012, -0.4113, -0.3911, -0.4032, -0.3387, -0.2762, 0.0, 0.0847, 0.254, 0.2944, 0.1956, 0.002, 0.0968, 0.1512, 0.3649, 0.3649, 0.4214, 0.4012, 0.3891, 0.4516, 0.4778, 0.5222, 0.4718, 0.3952, 0.5161, 0.3972, 0.3508, 0.4536, 0.4597, 0.373, 0.244, 0.2631, 0.2399, 0.2399, 0.3024, 0.4476, 0.4234, 0.4113, 0.4395, 0.3347, 0.5262, 0.754, 0.5222, 0.6331, 0.7419, 0.9839, 0.9234, 0.9476, 0.9597, 0.9435, 1.1391, 1.1391, 1.1653, 0.9698, 0.9859, 0.9173, 0.748, 0.75, 0.5806, 0.6411, 0.4355, 0.4093, 0.2944, 0.2661, 0.5161, 0.3427, 0.3488, 0.2379, 0.244, 0.2157, 0.2157, 0.1442, 0.121, 0.0161, -0.0766, -0.0685, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 4, "ts": "2026-03-22T14:48:36+00:00", "symbol": "BKSY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["BKSY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Specialty Business Services", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.059480880755024, "ret_signed_m1d": -0.059480880755024, "alpha_spy_m1d": -0.04908999375190526, "alpha_c_m1d": -0.04908999375190526, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.010390887003118743, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0832732330570336, "ret_signed_p1d": -0.0832732330570336, "alpha_spy_p1d": -0.0799164185798561, "alpha_c_p1d": -0.0799164185798561, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": -0.0033568144771775055, "ret_p1w": -0.21016582450645982, "ret_signed_p1w": -0.21016582450645982, "alpha_spy_p1w": -0.17444607668584022, "alpha_c_p1w": -0.17444607668584022, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.035719747820619596, "ret_p1m": 0.4037490608508163, "ret_signed_p1m": 0.4037490608508163, "alpha_spy_p1m": 0.3294409790062416, "alpha_c_p1m": 0.3294409790062416, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.07430808184457471, "ret_p3m": 0.0450612837171489, "ret_signed_p3m": 0.0450612837171489, "alpha_spy_p3m": -0.09727411127343677, "alpha_c_p3m": -0.09727411127343677, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.14233539499058567, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4037490608508163, "alpha_spy_stated": 0.3294409790062416, "alpha_c_stated": 0.3294409790062416, "price_path": [-0.235, -0.235, -0.3039, -0.3089, -0.3039, -0.3241, -0.3241, -0.2495, -0.181, -0.1067, -0.1255, -0.1006, -0.08, -0.0407, -0.0768, -0.0032, 0.0202, -0.0076, -0.0076, -0.0133, -0.088, -0.0314, -0.0238, -0.1236, -0.0317, -0.0004, -0.1089, -0.2044, -0.2282, -0.1456, -0.2379, -0.2433, -0.1763, -0.1092, -0.1795, -0.2386, -0.2581, -0.2257, -0.2257, -0.2322, -0.2058, -0.2278, -0.2833, -0.3028, -0.2895, -0.2722, -0.2794, -0.3205, -0.221, -0.181, -0.124, -0.1218, -0.1446, -0.1009, -0.1348, -0.1482, -0.1373, -0.1482, -0.1348, -0.0483, -0.0851, -0.0761, -0.0595, 0.0, -0.0833, -0.0256, 0.0144, -0.1604, -0.2102, -0.093, -0.0043, 0.1107, 0.1107, 0.115, 0.2275, 0.2044, 0.177, 0.2307, 0.2541, 0.155, 0.1925, 0.4059, 0.3544, 0.349, 0.4037, 0.4658, 0.3857, 0.2195, 0.1972, 0.1255, 0.1413, 0.279, 0.2815, 0.3097, 0.2963, 0.4603, 0.1622, 0.4221, 0.4917, 0.4531, 0.4834, 0.5379, 0.3969, 0.5501, 0.6283, 0.6431, 0.6096, 0.7257, 0.7257, 0.7581, 0.8385, 0.8612, 0.7473, 0.5278, 0.5829, 0.3511, 0.4297, 0.2531, 0.2358, 0.141, 0.146, 0.2967, 0.1687, 0.1244, 0.0371, 0.0642, 0.0451, 0.0451, 0.0288, -0.0303, -0.0912, -0.1222, -0.1074, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 5, "ts": "2026-03-22T14:48:36+00:00", "symbol": "LUNR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["LUNR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.12210731695956034, "ret_signed_m1d": -0.12210731695956034, "alpha_spy_m1d": -0.1117164299564416, "alpha_c_m1d": -0.11086533463388204, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.11767599470675527, "ret_signed_p1d": -0.11767599470675527, "alpha_spy_p1d": -0.11431918022957777, "alpha_c_p1d": -0.12350248487474669, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1949778034762204, "ret_signed_p1w": -0.1949778034762204, "alpha_spy_p1w": -0.1592580556556008, "alpha_c_p1w": -0.15548071643986316, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.36976860789559707, "ret_signed_p1m": 0.36976860789559707, "alpha_spy_p1m": 0.29546052605102235, "alpha_c_p1m": 0.31831195720947614, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.1250615944026312, "ret_signed_p3m": 0.1250615944026312, "alpha_spy_p3m": -0.01727380058795447, "alpha_c_p3m": 0.015524573670075315, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36976860789559707, "alpha_spy_stated": 0.29546052605102235, "alpha_c_stated": 0.31831195720947614, "price_path": [-0.1773, -0.1773, -0.2491, -0.227, -0.2152, -0.2009, -0.2009, -0.1196, -0.096, -0.0734, -0.0832, -0.0335, -0.0862, -0.0547, -0.1349, -0.0271, -0.0399, 0.0625, 0.0625, 0.0433, -0.035, 0.0148, -0.0138, -0.0931, -0.001, 0.1231, 0.0335, -0.065, -0.1216, -0.0345, -0.1822, -0.2718, -0.1374, -0.0423, -0.0832, -0.161, -0.226, -0.2058, -0.2058, -0.1817, -0.1265, -0.1044, -0.1359, -0.1068, -0.0694, -0.2176, -0.13, -0.1886, -0.1142, -0.1039, -0.0832, -0.13, -0.132, -0.1098, -0.1295, -0.0916, -0.1315, -0.1334, -0.129, -0.0694, -0.1083, -0.0689, -0.1221, 0.0, -0.1177, 0.0118, -0.0532, -0.1374, -0.195, -0.0862, -0.0034, 0.1812, 0.1812, 0.1285, 0.1192, 0.1516, 0.0817, 0.1605, 0.2019, 0.1654, 0.1758, 0.3432, 0.358, 0.355, 0.3698, 0.4742, 0.357, 0.257, 0.29, 0.2102, 0.2206, 0.2482, 0.2614, 0.2482, 0.2211, 0.2964, 0.1871, 0.4264, 0.5963, 0.58, 0.7568, 0.7981, 0.6686, 0.6539, 0.5982, 0.6578, 0.6859, 0.8838, 0.8838, 0.7164, 0.9862, 1.2501, 1.1581, 0.8813, 0.9483, 0.6657, 0.6558, 0.4456, 0.4641, 0.3525, 0.3065, 0.5086, 0.3107, 0.2683, 0.1502, 0.1187, 0.1251, 0.1251, 0.0827, 0.0315, -0.0581, -0.0793, -0.0256, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 6, "ts": "2026-03-22T14:48:36+00:00", "symbol": "FLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["FLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.0329029949186358, "ret_signed_m1d": -0.0329029949186358, "alpha_spy_m1d": -0.022512107915517054, "alpha_c_m1d": -0.021661012592957496, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011661836067318854, "ret_signed_p1d": -0.011661836067318854, "alpha_spy_p1d": -0.008305021590141348, "alpha_c_p1d": -0.01748832623531027, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.016243206411106326, "ret_signed_p1w": -0.016243206411106326, "alpha_spy_p1w": 0.01947654140951327, "alpha_c_p1w": 0.02325388062525091, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.753019564821056, "ret_signed_p1m": 0.753019564821056, "alpha_spy_p1m": 0.6787114829764813, "alpha_c_p1m": 0.7015629141349351, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.2890462502249138, "ret_signed_p3m": 0.2890462502249138, "alpha_spy_p3m": 0.14671085523432814, "alpha_c_p3m": 0.17950922949235792, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.753019564821056, "alpha_spy_stated": 0.6787114829764813, "alpha_c_stated": 0.7015629141349351, "price_path": [0.1262, 0.1262, -0.0279, -0.0171, -0.0537, -0.0683, -0.0683, -0.0104, 0.0733, 0.1016, 0.1391, 0.1658, 0.2541, 0.2678, 0.1649, 0.2499, 0.2391, 0.3915, 0.3915, 0.2636, 0.2037, 0.2878, 0.2132, 0.0496, 0.2224, 0.202, 0.1283, 0.0496, -0.0479, 0.0437, 0.0167, -0.0673, -0.0054, 0.0292, -0.0421, -0.1329, -0.2032, -0.1962, -0.1962, -0.1512, -0.1058, -0.1033, -0.1678, -0.1678, -0.1379, -0.1524, -0.1033, -0.1974, -0.1287, -0.1312, -0.1087, -0.1512, -0.1783, -0.1358, -0.1924, -0.142, -0.0325, -0.0225, -0.0033, 0.0237, -0.0342, -0.0437, -0.0329, 0.0, -0.0117, 0.1466, 0.1166, -0.0127, -0.0162, 0.1858, 0.2395, 0.3715, 0.3715, 0.4515, 0.4815, 0.5877, 0.5648, 0.5635, 0.616, 0.5248, 0.5668, 0.8397, 0.8209, 0.7822, 0.753, 0.7264, 0.6052, 0.4631, 0.4373, 0.425, 0.3948, 0.4411, 0.4077, 0.3898, 0.3128, 0.439, 0.3478, 0.6526, 0.5927, 0.6377, 0.6397, 0.7651, 0.6839, 0.8305, 0.773, 0.8326, 0.7851, 1.0616, 1.0616, 1.4494, 1.3857, 1.0562, 0.9363, 0.8426, 0.8063, 0.6568, 0.7214, 0.5035, 0.5069, 0.393, 0.3919, 0.6397, 0.3274, 0.3894, 0.289, 0.2974, 0.289, 0.289, 0.2062, 0.1333, 0.0404, 0.025, 0.0637, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035730368649712007", "ticker_idx": 7, "ts": "2026-03-22T14:48:36+00:00", "symbol": "VOYG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A massive rerate is coming for the space sector. Looks like you are not too late.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "SpaceX IPO at 129x P/S implies massive P/S rerating coming for all listed space-sector stocks trading at far lower multiples; not too late to buy.", "resolved_tickers": ["VOYG"], "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": "SpaceX has an estimated revenue of $15.5 billion in 2025. \n\nThe $2 trillion IPO would put the P/S at 129. \n\nP/S of other space companies\n$RKLB: 63\n$PL: 27\n$RDW: 5.5\n$SATL: 28\n$BKSY: 9.1\n$LUNR: 14\n$FLY: 24\n$VOYG: 10\n\nA massive rerate is coming for the space sector. Looks like you are not too late.", "reply_text": null, "parent_text": null, "quoted_text": "BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB.\n\n55% chance. https://t.co/CT52kaLd2u", "parent_author": null, "ret_m1d": -0.08694097455617467, "ret_signed_m1d": -0.08694097455617467, "alpha_spy_m1d": -0.07655008755305592, "alpha_c_m1d": -0.07569899223049636, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10268339037181351, "ret_signed_p1d": -0.10268339037181351, "alpha_spy_p1d": -0.099326575894636, "alpha_c_p1d": -0.10850988053980493, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.21538462588330032, "ret_signed_p1w": -0.21538462588330032, "alpha_spy_p1w": -0.17966487806268072, "alpha_c_p1w": -0.17588753884694308, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.1123434455791481, "ret_signed_p1m": 0.1123434455791481, "alpha_spy_p1m": 0.03803536373457339, "alpha_c_p1m": 0.060886794893027174, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": 0.3441859989013125, "ret_signed_p3m": 0.3441859989013125, "alpha_spy_p3m": 0.20185060391072684, "alpha_c_p3m": 0.23464897816875663, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1123434455791481, "alpha_spy_stated": 0.03803536373457339, "alpha_c_stated": 0.060886794893027174, "price_path": [0.0143, 0.0143, -0.0236, -0.0233, -0.0594, -0.0648, -0.0648, -0.0061, 0.019, 0.0487, 0.054, 0.1352, 0.1209, 0.1667, 0.1177, 0.2286, 0.186, 0.2658, 0.2658, 0.176, 0.1589, 0.2372, 0.327, 0.19, 0.2547, 0.2508, 0.1832, 0.0923, 0.0397, 0.0694, -0.0104, -0.1352, -0.0386, 0.0394, -0.0236, -0.0587, -0.0848, -0.0683, -0.0683, -0.044, -0.0233, 0.0229, -0.0193, -0.0404, -0.0143, -0.0122, 0.0254, -0.0451, 0.0057, 0.0072, 0.0397, -0.0011, -0.044, -0.0469, 0.0136, -0.0193, -0.0669, -0.0333, -0.0182, 0.039, -0.0047, -0.0283, -0.0869, 0.0, -0.1027, -0.0798, -0.1478, -0.1846, -0.2154, -0.1631, -0.1499, -0.0404, -0.0404, -0.0054, -0.0236, 0.0057, 0.0576, 0.0655, 0.0755, 0.0784, 0.0701, 0.1642, 0.1202, 0.1299, 0.1123, 0.1381, 0.0776, 0.0261, -0.0258, -0.0476, -0.0837, -0.0551, -0.0483, -0.0852, -0.0555, -0.0472, -0.0834, 0.064, 0.1027, 0.0447, 0.2021, 0.2962, 0.2322, 0.3732, 0.3442, 0.4286, 0.4347, 0.5971, 0.5971, 0.6615, 0.7385, 0.8522, 0.7721, 0.6991, 0.7871, 0.6086, 0.7066, 0.4866, 0.5177, 0.4122, 0.4769, 0.7127, 0.4723, 0.4422, 0.3542, 0.3789, 0.3442, 0.3442, 0.2369, 0.2021, 0.0862, 0.049, 0.0469, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067671082719436908", "ticker_idx": 0, "ts": "2026-06-18T18:09:36+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL to new ATH's. Great company with a lot of tailwinds.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long MRVL to new all-time highs; great company with significant tailwinds.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$MRVL to new ATH’s. Looks like I bought it just before they rocketed. \n\nGreat company with a lot of tailwinds. My thesis below 👇 https://t.co/uUAtgPrwaf", "reply_text": null, "parent_text": null, "quoted_text": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. \n\nHere is my investment thesis\n\nWith AI models now having trillions of parameters, the limiting factor in compute performance is no longer the GPU itself, but the network required to synchronize https://t.co/QwPreencwU", "parent_author": null, "ret_m1d": -0.06774415267240075, "ret_signed_m1d": -0.06774415267240075, "alpha_spy_m1d": -0.05745414535870941, "alpha_c_m1d": -0.013325116008204962, "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": -0.0944039476922911, "ret_signed_p1w": -0.0944039476922911, "alpha_spy_p1w": -0.07774486607875408, "alpha_c_p1w": -0.059549125861336316, "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": [-0.7098, -0.7028, -0.6832, -0.6856, -0.6947, -0.7174, -0.6812, -0.6566, -0.6553, -0.6553, -0.6476, -0.648, -0.6317, -0.614, -0.5863, -0.5772, -0.5691, -0.5666, -0.5706, -0.5502, -0.524, -0.5128, -0.4935, -0.4669, -0.471, -0.4906, -0.5066, -0.4959, -0.4683, -0.4689, -0.4731, -0.4567, -0.4457, -0.4848, -0.4522, -0.4499, -0.4703, -0.427, -0.4121, -0.4305, -0.4561, -0.4324, -0.3985, -0.386, -0.3679, -0.3679, -0.3294, -0.3602, -0.3405, -0.3399, -0.2935, -0.0637, -0.0288, 0.0188, -0.1517, -0.07, -0.1407, -0.1867, -0.0962, -0.0994, -0.0055, -0.1027, -0.0677, 0.0, 0.0, -0.0088, -0.1016, -0.1091, -0.0944, -0.1411, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2063764123008078152", "ticker_idx": 0, "ts": "2026-06-07T23:24:44+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Planet has the images since 2017, they are able to give customers immediate access to their platform to see the evolution... Planet can use their $730 million cash pile (and even more after the ATM) to invest in R&D... They are building their own LLM for example. This will open op a way bigger TAM in the commercial sector in my opinion.", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL over SATL long-term: Planet's larger cash pile, historical archive, LLM/AI investments, and Google partnership give it structural advantages SATL cannot match.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Hi Mon, thanks for reading. I did research on SATL couple of months ago so my info can be a bit outdated. But at the moment the P/S of SATL is 53 and that of PL is 34. So, you are expecting higher growth from SATL than for PL. \n\nOn a long-term I don't see that happening to be honest. It's difficult to compare as Planet has 15 times the revenue of Satellogic but I think it will be difficult for SATL to compete long-term.\n\nCurrently, they may be able to compete. They have the cost advantage and a similar level of quality in terms of resolution. Still, we see Planet win more contracts than SATL. Planet has the images since 2017, they are able to give customers immediate access to their platform to see the evolution. Satellogic does not have this possibility. They don't even have the capacity yet, to image the entire globe.\n\nWhile SATL has to use their $129 million cash pile to put as much satellites in space to scan the entire globe, Planet can use their $730 million cash pile (and even more after the ATM) to invest in R&D.\n\nThey are building their own LLM for example. This will open op a way bigger TAM in the commercial sector in my opinion. You now need experts who need to dig through a pile of images, while the LLM can give the answer to whoever wants an answer. People like us will be able to subscribe to Planet and use the LLM. They are working together with Google on this. \n\nThey are utilizing Google's Remote Sensing Foundation Models (RSFM) so that enterprise customers can use natural language to query the Earth directly. Planet is leveraging Generative AI to deliver what they call Agentic Geospatial AI, essentially turning raw pixels into immediate, queryable answers. Satellogic simply doesn't have the compute budget or the historical archive to train large Earth models at this scale.\n\nI don't know where Satellogic stores their data, but here Google and Planet have another collaboration as Planet uses Google cloud to store their images. They pay for it but as Google own a part of Planet, it will be a better deal. \n\nProject suncatcher is another example. Planet will gain a lot of experience from this project and can play a part in bringing datacenters into space. I don't calculate anything in the TAM yet, as this is very early days but it' still a running project.\n\nWhere chips are super expensive, how will a smaller company like Satellogic compete on the LLM part of Planet. Will they be able to compete on smaller projects where the customer needs to monitor a very specific area? Yes, I think so. But they are not ideally positioned to capture the growing TAM imo.", "reply_text": null, "parent_text": "@Kaizen_Investor That was a great read. I like how you covered the competitors part.\n\nWhat do you think about SATL in general? Would you invest in this company? I prefer SATL personally, as I think they have much higher upside. I think the inflection point comes later in the year when they launch", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": -0.015882725446091817, "ret_signed_m1d": -0.015882725446091817, "alpha_spy_m1d": -0.013623667733913769, "alpha_c_m1d": -0.01905026293963097, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.003167537493539152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04795362008809689, "ret_signed_p1d": -0.04795362008809689, "alpha_spy_p1d": -0.0450181695372891, "alpha_c_p1d": -0.0592995799338879, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01134595984579101, "ret_p1w": -0.06597439352550127, "ret_signed_p1w": -0.06597439352550127, "alpha_spy_p1w": -0.08709132662411556, "alpha_c_p1w": -0.09505909191875683, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.02908469839325556, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.223, -0.2373, -0.2428, -0.2486, -0.1729, -0.2422, -0.1765, 0.0333, 0.033, -0.0278, 0.0803, -0.0104, -0.0574, -0.1481, -0.1463, -0.062, 0.0959, 0.0959, 0.0696, 0.0742, 0.1164, 0.0455, 0.0589, 0.0483, 0.0363, 0.051, 0.2184, 0.1753, 0.1454, 0.1616, 0.2056, 0.1695, 0.0825, 0.0828, 0.0699, 0.0409, 0.1292, 0.1271, 0.1772, 0.1341, 0.2123, 0.0764, 0.1924, 0.2779, 0.2425, 0.2443, 0.3146, 0.2712, 0.2709, 0.2703, 0.303, 0.2975, 0.3546, 0.3546, 0.4759, 0.5418, 0.5699, 0.562, 0.4191, 0.4688, 0.3173, 0.3296, -0.0159, 0.0, -0.048, -0.0617, 0.0437, -0.0486, -0.066, -0.1384, -0.1381, -0.1378, -0.1378, -0.1213, -0.1286, -0.1967, -0.1903, -0.1732, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2063764123008078152", "ticker_idx": 1, "ts": "2026-06-07T23:24:44+00:00", "symbol": "SATL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "On a long-term I don't see that happening to be honest... I think it will be difficult for SATL to compete long-term... they are not ideally positioned to capture the growing TAM imo", "tweet_type": "analysis", "timeline": "years", "summary": "Long PL over SATL long-term: Planet's larger cash pile, historical archive, LLM/AI investments, and Google partnership give it structural advantages SATL cannot match.", "resolved_tickers": ["SATL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Hi Mon, thanks for reading. I did research on SATL couple of months ago so my info can be a bit outdated. But at the moment the P/S of SATL is 53 and that of PL is 34. So, you are expecting higher growth from SATL than for PL. \n\nOn a long-term I don't see that happening to be honest. It's difficult to compare as Planet has 15 times the revenue of Satellogic but I think it will be difficult for SATL to compete long-term.\n\nCurrently, they may be able to compete. They have the cost advantage and a similar level of quality in terms of resolution. Still, we see Planet win more contracts than SATL. Planet has the images since 2017, they are able to give customers immediate access to their platform to see the evolution. Satellogic does not have this possibility. They don't even have the capacity yet, to image the entire globe.\n\nWhile SATL has to use their $129 million cash pile to put as much satellites in space to scan the entire globe, Planet can use their $730 million cash pile (and even more after the ATM) to invest in R&D.\n\nThey are building their own LLM for example. This will open op a way bigger TAM in the commercial sector in my opinion. You now need experts who need to dig through a pile of images, while the LLM can give the answer to whoever wants an answer. People like us will be able to subscribe to Planet and use the LLM. They are working together with Google on this. \n\nThey are utilizing Google's Remote Sensing Foundation Models (RSFM) so that enterprise customers can use natural language to query the Earth directly. Planet is leveraging Generative AI to deliver what they call Agentic Geospatial AI, essentially turning raw pixels into immediate, queryable answers. Satellogic simply doesn't have the compute budget or the historical archive to train large Earth models at this scale.\n\nI don't know where Satellogic stores their data, but here Google and Planet have another collaboration as Planet uses Google cloud to store their images. They pay for it but as Google own a part of Planet, it will be a better deal. \n\nProject suncatcher is another example. Planet will gain a lot of experience from this project and can play a part in bringing datacenters into space. I don't calculate anything in the TAM yet, as this is very early days but it' still a running project.\n\nWhere chips are super expensive, how will a smaller company like Satellogic compete on the LLM part of Planet. Will they be able to compete on smaller projects where the customer needs to monitor a very specific area? Yes, I think so. But they are not ideally positioned to capture the growing TAM imo.", "reply_text": null, "parent_text": "@Kaizen_Investor That was a great read. I like how you covered the competitors part.\n\nWhat do you think about SATL in general? Would you invest in this company? I prefer SATL personally, as I think they have much higher upside. I think the inflection point comes later in the year when they launch", "quoted_text": null, "parent_author": "moninvestor", "ret_m1d": 0.018598014119837636, "ret_signed_m1d": -0.018598014119837636, "alpha_spy_m1d": -0.020857071832015683, "alpha_c_m1d": -0.015430476626298484, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.003167537493539152, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08154502338889746, "ret_signed_p1d": 0.08154502338889746, "alpha_spy_p1d": 0.07860957283808967, "alpha_c_p1d": 0.09289098323468847, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01134595984579101, "ret_p1w": -0.04291841541072261, "ret_signed_p1w": 0.04291841541072261, "alpha_spy_p1w": 0.0640353485093369, "alpha_c_p1w": 0.07200311380397817, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.02908469839325556, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.5551, -0.5708, -0.5751, -0.5823, -0.568, -0.5765, -0.5308, -0.4864, -0.2904, -0.2303, -0.1102, -0.0815, -0.1516, -0.289, -0.2217, -0.1831, -0.0315, -0.0315, 0.0086, -0.0057, -0.0143, 0.03, 0.0486, 0.0801, 0.0443, -0.01, 0.0758, -0.0086, -0.0415, 0.0315, 0.0358, -0.0258, -0.1173, -0.1037, -0.1202, -0.1202, -0.0758, 0.0272, 0.01, 0.0014, 0.0215, -0.0529, 0.083, 0.2446, 0.0801, 0.1588, 0.2361, 0.4077, 0.3648, 0.382, 0.3906, 0.3791, 0.5179, 0.5179, 0.5365, 0.3977, 0.4092, 0.3605, 0.2403, 0.2418, 0.1216, 0.1645, 0.0186, 0.0, -0.0815, -0.1016, 0.0758, -0.0472, -0.0429, -0.1216, -0.1173, -0.1373, -0.1373, -0.1881, -0.2046, -0.279, -0.3448, -0.3391, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038697074753974663", "ticker_idx": 0, "ts": "2026-03-30T19:17:14+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added some more $POET today at $4.9.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to POET position at $4.9, continuing bullish thesis on optical interconnects for AI data centers.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Added some more $POET today at $4.9.", "reply_text": null, "parent_text": null, "quoted_text": "Last Monday, I took a position in $POET at $6.52.\n\nHere is my business case\n\nAs artificial intelligence models continue to grow in complexity, the conventional copper cables used to transport data within a hyperscale data center are no longer sufficient, having reached their https://t.co/ruVTSQv9ZV", "parent_author": null, "ret_m1d": 0.021653569914653614, "ret_signed_m1d": 0.021653569914653614, "alpha_spy_m1d": 0.018298963467263674, "alpha_c_m1d": -0.010674792593735827, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16929136740754136, "ret_signed_p1d": 0.16929136740754136, "alpha_spy_p1d": 0.14022350162278419, "alpha_c_p1d": 0.11172373110858547, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.19685039665718373, "ret_signed_p1w": 0.19685039665718373, "alpha_spy_p1w": 0.15419010514677334, "alpha_c_p1w": 0.10458213659687599, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5807086325924586, "ret_signed_p1m": 0.5807086325924586, "alpha_spy_p1m": 0.4545634234972098, "alpha_c_p1m": 0.22575871642257006, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.3549499161698886, "ret_p3m": 0.9940945406650115, "ret_signed_p3m": 0.9940945406650115, "alpha_spy_p3m": 0.8291789117525545, "alpha_c_p3m": 0.23732956389812054, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.7567649767668909, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5807086325924586, "alpha_spy_stated": 0.4545634234972098, "alpha_c_stated": 0.22575871642257006, "price_path": [0.2461, 0.2461, 0.4094, 0.4626, 0.4469, 0.4665, 0.4331, 0.4547, 0.4193, 0.4055, 0.5925, 0.6358, 0.6339, 0.6339, 0.622, 0.6476, 0.3661, 0.3602, 0.2717, 0.3366, 0.2244, 0.1713, 0.1417, 0.1496, 0.189, 0.1043, 0.0197, 0.1555, 0.2224, 0.1496, 0.1476, 0.1122, 0.0984, 0.0984, 0.0866, 0.0984, 0.0965, 0.1201, 0.0866, 0.2028, 0.252, 0.2283, 0.1811, 0.3602, 0.3858, 0.3465, 0.3071, 0.2362, 0.3169, 0.378, 0.4646, 0.4646, 0.3445, 0.3602, 0.2933, 0.2165, 0.2264, 0.1673, 0.1929, 0.1299, 0.2008, 0.0807, 0.0217, 0.0, 0.1693, 0.1024, 0.2028, 0.2028, 0.1969, 0.1732, 0.2244, 0.1969, 0.3858, 0.437, 0.3209, 0.372, 0.4449, 0.4291, 0.6909, 1.0177, 1.5138, 1.3071, 1.9724, 0.565, 0.5807, 0.2992, 0.4016, 0.439, 0.3996, 0.813, 0.9134, 0.8858, 1.1555, 1.7362, 1.7028, 1.8287, 3.0492, 2.1437, 1.7972, 1.5728, 1.9094, 1.9173, 1.872, 1.872, 1.628, 1.6142, 1.6102, 1.4193, 1.7343, 1.7205, 2.0276, 2.0472, 1.3346, 1.4173, 1.1201, 1.1614, 1.2146, 1.4665, 1.7421, 1.4902, 1.3524, 1.3917, 1.3917, 1.3799, 1.1122, 1.0984, 0.9941, 0.8583, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039428154003992980", "ticker_idx": 0, "ts": "2026-04-01T19:42:17+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still think the IPO will change the space valuations immensely", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish PL; expects SpaceX IPO to lift space sector valuations, helping PL recover from warrant-redemption pressure.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL bouncing back even though there is some short-term pressure on the stock. \n\nThe news that SpaceX reportedly confidentially filed to IPO in June, might help. \n\nI still think the IPO will change the space valuations immensely. https://t.co/KqN5jm35wV", "reply_text": null, "parent_text": null, "quoted_text": "$PL down almost 10% today as they announced the redemption of Public Warrants over the weekend. \n\nPlanet will redeem all of its outstanding public warrants.  Holders will be able to activate their warrants until the end of April. This will create a short-term pressure on the https://t.co/QuEZd2hXHN", "parent_author": null, "ret_m1d": -0.08987295355956848, "ret_signed_m1d": -0.08987295355956848, "alpha_spy_m1d": -0.08239480618641304, "alpha_c_m1d": -0.07345267663112176, "bench_spy_m1d": -0.0074781473731554415, "bench_c_m1d": -0.01642027692844672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.16834914157508374, "ret_signed_p1d": 0.16834914157508374, "alpha_spy_p1d": 0.16744868204374486, "alpha_c_p1d": 0.17236285887676728, "bench_spy_p1d": 0.0009004595313388819, "bench_c_p1d": -0.004013717301683539, "ret_p1w": 0.1901660803220493, "ret_signed_p1w": 0.1901660803220493, "alpha_spy_p1w": 0.15846770083168216, "alpha_c_p1w": 0.15361544735177945, "bench_spy_p1w": 0.031698379490367135, "bench_c_p1w": 0.036550632970269836, "ret_p1m": 0.20384247225183416, "ret_signed_p1m": 0.20384247225183416, "alpha_spy_p1m": 0.1070535322333468, "alpha_c_p1m": 0.14211396349116545, "bench_spy_p1m": 0.09678894001848737, "bench_c_p1m": 0.06172850876066871, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.20384247225183416, "alpha_spy_stated": 0.1070535322333468, "alpha_c_stated": 0.14211396349116545, "price_path": [-0.3354, -0.3035, -0.2888, -0.2638, -0.2693, -0.2605, -0.1716, -0.1755, -0.1296, -0.0791, -0.0628, -0.0628, -0.0882, -0.141, -0.1514, -0.1228, -0.1576, -0.086, -0.0922, -0.142, -0.1869, -0.2559, -0.2201, -0.2911, -0.3347, -0.2752, -0.2178, -0.2579, -0.295, -0.3064, -0.2699, -0.2699, -0.2768, -0.227, -0.1824, -0.2218, -0.2257, -0.1954, -0.198, -0.1664, -0.2139, -0.1416, -0.1762, -0.1534, -0.1993, -0.1768, -0.1592, -0.1729, -0.1716, -0.1869, -0.1928, -0.199, -0.1182, -0.1921, -0.1221, 0.1016, 0.1013, 0.0365, 0.1517, 0.055, 0.0049, -0.0918, -0.0899, 0.0, 0.1683, 0.1683, 0.1403, 0.1452, 0.1902, 0.1146, 0.1289, 0.1176, 0.1049, 0.1205, 0.2989, 0.253, 0.2211, 0.2384, 0.2852, 0.2468, 0.154, 0.1543, 0.1407, 0.1097, 0.2038, 0.2016, 0.255, 0.2091, 0.2924, 0.1475, 0.2712, 0.3624, 0.3247, 0.3266, 0.4015, 0.3553, 0.3549, 0.3543, 0.3891, 0.3833, 0.4442, 0.4442, 0.5734, 0.6438, 0.6737, 0.6653, 0.5129, 0.5659, 0.4044, 0.4175, 0.0492, 0.0661, 0.015, 0.0003, 0.1127, 0.0143, -0.0042, -0.0814, -0.0811, -0.0808, -0.0808, -0.0632, -0.071, -0.1436, -0.1368, -0.1185, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2050286084110606739", "ticker_idx": 0, "ts": "2026-05-01T18:47:49+00:00", "symbol": "ONDS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they are on the way up", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on defense/CUAS execution and balance sheet pivot; bullish OSCR on management discipline shift despite dilution headwinds.", "resolved_tickers": ["ONDS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "No problem. \n\n$ONDS: 68/100\nOndas management has transitioned from a period of chronic over-promising and severe dilution (2022–2024) to a phase of aggressive operational execution and massive capital accumulation (2025–2026). While historical \"Say-Do\" gaps in the railroad sector remain a scar on their record, recent success in the defense/CUAS (Counter-UAS) sector and a massive pivot in balance sheet strength indicate a management team that has finally aligned its scale with its ambition.\n\nSo $ONDS is bascally punished for failed revenue delivery in 2024 and heavy dilution. But they are on the way up. \n\n$OSCR: 64/100\nOscar Health’s management, under CEO Mark Bertolini, has pivoted from a visionary \"growth-at-all-costs\" startup to a disciplined insurance operator. While 2025 was a significant \"reset\" year marked by missed profitability targets and heavy dilution, the current leadership exhibits high accountability and technical clarity. The transition to an \"ICHRA-first\" strategy and the securing of massive credit facilities indicate a management team moving toward mature capital discipline, though long-term shareholder alignment remains hampered by legacy dilution.\n\nSo $OSCR also punished by dillution and missed guidances. \n\nHope this helps.", "reply_text": null, "parent_text": "@Kaizen_Investor This looks awesome, I don't have pro anything, would you mind running $ONDS or $OSCR", "quoted_text": null, "parent_author": "AIter_Ego_", "ret_m1d": -0.027131757873173123, "ret_signed_m1d": -0.027131757873173123, "alpha_spy_m1d": -0.024370309295080106, "alpha_c_m1d": -0.024370309295080106, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": -0.0027614485780930176, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05717055911191482, "ret_signed_p1d": -0.05717055911191482, "alpha_spy_p1d": -0.05350716696515834, "alpha_c_p1d": -0.05350716696515834, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0036633921467564834, "ret_p1w": -0.12209295663443154, "ret_signed_p1w": -0.12209295663443154, "alpha_spy_p1w": -0.14564113911879262, "alpha_c_p1w": -0.14564113911879262, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": 0.02354818248436108, "ret_p1m": 0.304263608156651, "ret_signed_p1m": 0.304263608156651, "alpha_spy_p1m": 0.25168612312040595, "alpha_c_p1m": 0.25168612312040595, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.05257748503624504, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.304263608156651, "alpha_spy_stated": 0.25168612312040595, "alpha_c_stated": 0.25168612312040595, "price_path": [0.1027, -0.062, -0.1783, -0.061, 0.0019, -0.062, -0.1056, -0.1308, -0.0979, -0.0979, -0.0262, 0.0727, 0.1037, -0.0281, -0.0126, 0.0078, -0.0019, 0.0126, -0.0233, 0.0339, -0.0291, 0.0184, 0.0165, -0.0475, -0.0581, -0.03, -0.0475, 0.001, -0.0155, 0.0203, 0.093, 0.0494, 0.0417, -0.0252, 0.0562, 0.0349, -0.001, -0.0853, -0.1473, -0.2103, -0.124, -0.1463, -0.0698, -0.0698, -0.0775, -0.0766, -0.0843, -0.1143, -0.1153, -0.0824, -0.0891, -0.0281, -0.0116, -0.031, 0.0397, 0.0533, 0.0717, 0.0213, 0.0223, 0.061, 0.0155, -0.0804, -0.0271, 0.0, -0.0572, -0.0959, -0.095, -0.1386, -0.1221, -0.0872, -0.124, -0.1415, 0.0862, 0.0291, -0.0601, -0.1158, -0.093, -0.1105, -0.1221, -0.1221, -0.0533, 0.0465, 0.2839, 0.281, 0.3043, 0.3159, 0.125, 0.1599, 0.0107, -0.0019, -0.0649, -0.0979, -0.0475, -0.0959, -0.0785, -0.1076, -0.1163, -0.1017, -0.1017, -0.1386, -0.1734, -0.2558, -0.2563, -0.2413, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2050286084110606739", "ticker_idx": 1, "ts": "2026-05-01T18:47:49+00:00", "symbol": "OSCR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OSCR also punished by dillution and missed guidances", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ONDS on defense/CUAS execution and balance sheet pivot; bullish OSCR on management discipline shift despite dilution headwinds.", "resolved_tickers": ["OSCR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLV", "bench_c_reason": "industry='Healthcare Plans'", "bench_c_industry": "Healthcare Plans", "unit_kind": "reply_other", "lang": "en", "tweet_text": "No problem. \n\n$ONDS: 68/100\nOndas management has transitioned from a period of chronic over-promising and severe dilution (2022–2024) to a phase of aggressive operational execution and massive capital accumulation (2025–2026). While historical \"Say-Do\" gaps in the railroad sector remain a scar on their record, recent success in the defense/CUAS (Counter-UAS) sector and a massive pivot in balance sheet strength indicate a management team that has finally aligned its scale with its ambition.\n\nSo $ONDS is bascally punished for failed revenue delivery in 2024 and heavy dilution. But they are on the way up. \n\n$OSCR: 64/100\nOscar Health’s management, under CEO Mark Bertolini, has pivoted from a visionary \"growth-at-all-costs\" startup to a disciplined insurance operator. While 2025 was a significant \"reset\" year marked by missed profitability targets and heavy dilution, the current leadership exhibits high accountability and technical clarity. The transition to an \"ICHRA-first\" strategy and the securing of massive credit facilities indicate a management team moving toward mature capital discipline, though long-term shareholder alignment remains hampered by legacy dilution.\n\nSo $OSCR also punished by dillution and missed guidances. \n\nHope this helps.", "reply_text": null, "parent_text": "@Kaizen_Investor This looks awesome, I don't have pro anything, would you mind running $ONDS or $OSCR", "quoted_text": null, "parent_author": "AIter_Ego_", "ret_m1d": -0.0016225358040495852, "ret_signed_m1d": -0.0016225358040495852, "alpha_spy_m1d": 0.0011389127740434324, "alpha_c_m1d": -0.007340359977472177, "bench_spy_m1d": -0.0027614485780930176, "bench_c_m1d": 0.005717824173422592, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004326658988444976, "ret_signed_p1d": 0.004326658988444976, "alpha_spy_p1d": 0.00799005113520146, "alpha_c_p1d": 0.007289040084868081, "bench_spy_p1d": -0.0036633921467564834, "bench_c_p1d": -0.0029623810964231057, "ret_p1w": 0.15251485828729572, "ret_signed_p1w": 0.15251485828729572, "alpha_spy_p1w": 0.12896667580293464, "alpha_c_p1w": 0.16401945078040792, "bench_spy_p1w": 0.02354818248436108, "bench_c_p1w": -0.011504592493112198, "ret_p1m": 0.2422931096642953, "ret_signed_p1m": 0.2422931096642953, "alpha_spy_p1m": 0.18971562462805025, "alpha_c_p1m": 0.22383085975179529, "bench_spy_p1m": 0.05257748503624504, "bench_c_p1m": 0.018462249912500006, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2422931096642953, "alpha_spy_stated": 0.18971562462805025, "alpha_c_stated": 0.22383085975179529, "price_path": [-0.2477, -0.285, -0.3234, -0.338, -0.3153, -0.3034, -0.2645, -0.2585, -0.2742, -0.2742, -0.2758, -0.2591, -0.2574, -0.2845, -0.3267, -0.3348, -0.2996, -0.2612, -0.2623, -0.2439, -0.2607, -0.186, -0.2217, -0.2515, -0.245, -0.2807, -0.2753, -0.2969, -0.2845, -0.2818, -0.2693, -0.2666, -0.2807, -0.3169, -0.3396, -0.3494, -0.3396, -0.3597, -0.3975, -0.4132, -0.3797, -0.3656, -0.3553, -0.3553, -0.3099, -0.2985, -0.2082, -0.2136, -0.2185, -0.1628, -0.1731, -0.1568, -0.1547, -0.146, -0.1109, -0.1255, -0.1109, -0.1114, -0.0909, -0.0708, -0.0243, -0.0303, -0.0016, 0.0, 0.0043, -0.0297, 0.073, 0.1287, 0.1525, 0.1898, 0.2834, 0.2774, 0.252, 0.2612, 0.3683, 0.3261, 0.2666, 0.1974, 0.2244, 0.2244, 0.1839, 0.1893, 0.2077, 0.2023, 0.2423, 0.1433, 0.1087, 0.2764, 0.3256, 0.4813, 0.4721, 0.5062, 0.5635, 0.5284, 0.576, 0.5446, 0.5289, 0.536, 0.536, 0.5435, 0.6187, 0.5771, 0.5506, 0.6111, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2043300141528916192", "ticker_idx": 0, "ts": "2026-04-12T12:08:11+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I keep buying $POET below $6 as well", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Ongoing accumulation of POET below $6; live long position.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Noobverest I keep buying $POET below $6 as well.", "reply_text": null, "parent_text": "@Kaizen_Investor see MRVL go up so much and $POET being part of their supply chain makes me think theres like a chance it could play out pretty well \n\nMy buy-in is at $6, it went up a bit on Friday but if it dips to $6 again or below I might DCA or add to it.", "quoted_text": null, "parent_author": "Noobverest", "ret_m1d": -0.035616468779251176, "ret_signed_m1d": -0.035616468779251176, "alpha_spy_m1d": -0.025938598014278447, "alpha_c_m1d": -0.02104527847736226, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0808219365989492, "ret_signed_p1d": -0.0808219365989492, "alpha_spy_p1d": -0.09300681380878995, "alpha_c_p1d": -0.1003554858695842, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.17671231892436, "ret_signed_p1w": 0.17671231892436, "alpha_spy_p1w": 0.1437434316154993, "alpha_c_p1w": 0.13020175076557838, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.8808218059586355, "ret_signed_p1m": 0.8808218059586355, "alpha_spy_p1m": 0.8049145133784346, "alpha_c_p1m": 0.6148633888609718, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8808218059586355, "alpha_spy_stated": 0.8049145133784346, "alpha_c_stated": 0.6148633888609718, "price_path": [0.1082, 0.1384, 0.137, 0.137, 0.1288, 0.1466, -0.0493, -0.0534, -0.1151, -0.0699, -0.1479, -0.1849, -0.2055, -0.2, -0.1726, -0.2315, -0.2904, -0.1959, -0.1493, -0.2, -0.2014, -0.226, -0.2356, -0.2356, -0.2438, -0.2356, -0.237, -0.2205, -0.2438, -0.163, -0.1288, -0.1452, -0.1781, -0.0534, -0.0356, -0.063, -0.0904, -0.1397, -0.0836, -0.0411, 0.0192, 0.0192, -0.0644, -0.0534, -0.1, -0.1534, -0.1466, -0.1877, -0.1699, -0.2137, -0.1644, -0.2479, -0.289, -0.3041, -0.1863, -0.2329, -0.163, -0.163, -0.1671, -0.1836, -0.1479, -0.1671, -0.0356, 0.0, -0.0808, -0.0452, 0.0055, -0.0055, 0.1767, 0.4041, 0.7493, 0.6055, 1.0685, 0.089, 0.1, -0.0959, -0.0247, 0.0014, -0.026, 0.2616, 0.3315, 0.3123, 0.5, 0.9041, 0.8808, 0.9685, 1.8178, 1.1877, 0.9466, 0.7904, 1.0247, 1.0301, 0.9986, 0.9986, 0.8288, 0.8192, 0.8164, 0.6836, 0.9027, 0.8932, 1.1068, 1.1205, 0.6247, 0.6822, 0.4753, 0.5041, 0.5411, 0.7164, 0.9082, 0.7329, 0.637, 0.6644, 0.6644, 0.6562, 0.4699, 0.4603, 0.3877, 0.2932, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039035736381378793", "ticker_idx": 0, "ts": "2026-03-31T17:42:57+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 obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS ($18.7), OUST ($16.7), POET ($4.9); HIMS called obviously undervalued with pharma sector catch-up thesis.", "resolved_tickers": ["HIMS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "quote", "lang": "en", "tweet_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "reply_text": null, "parent_text": null, "quoted_text": "I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't https://t.co/kpCHcrvnW8", "parent_author": null, "ret_m1d": -0.09537569944154922, "ret_signed_m1d": -0.09537569944154922, "alpha_spy_m1d": -0.06712890761058454, "alpha_c_m1d": -0.06712890761058454, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.02824679183096468, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04431599547932652, "ret_signed_p1d": -0.04431599547932652, "alpha_spy_p1d": -0.05185048688963001, "alpha_c_p1d": -0.05185048688963001, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.00753449141030349, "ret_p1w": -0.06069365197447796, "ret_signed_p1w": -0.06069365197447796, "alpha_spy_p1w": -0.07434794758492036, "alpha_c_p1w": -0.07434794758492036, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.013654295610442402, "ret_p1m": 0.2683044139409543, "ret_signed_p1m": 0.2683044139409543, "alpha_spy_p1m": 0.17413827913457736, "alpha_c_p1m": 0.17413827913457736, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.09416613480637692, "ret_p3m": 0.6348746749766796, "ret_signed_p3m": 0.6348746749766796, "alpha_spy_p3m": 0.5110501661958802, "alpha_c_p3m": 0.5110501661958802, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.12382450878079942, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2683044139409543, "alpha_spy_stated": 0.17413827913457736, "alpha_c_stated": 0.17413827913457736, "price_path": [0.5641, 0.6093, 0.672, 0.7081, 0.7081, 0.6315, 0.5265, 0.5578, 0.5511, 0.5087, 0.5043, 0.5116, 0.5116, 0.4677, 0.3916, 0.4701, 0.4268, 0.4586, 0.4297, 0.381, 0.4388, 0.3049, 0.2736, 0.2303, 0.1753, 0.131, 0.1089, -0.0689, -0.1696, -0.1961, -0.2389, -0.2148, -0.2148, -0.2163, -0.237, -0.238, -0.2471, -0.2529, -0.2553, -0.238, -0.2486, -0.3006, -0.2062, -0.238, -0.2076, -0.2351, -0.2418, 0.0674, 0.1305, 0.2466, 0.1484, 0.1932, 0.1985, 0.2033, 0.1151, 0.1638, 0.0607, 0.0819, 0.0279, 0.0039, 0.0048, -0.0665, -0.0954, 0.0, -0.0443, -0.078, -0.078, -0.0207, -0.0607, -0.066, -0.0487, -0.0641, 0.0188, 0.0289, 0.17, 0.3001, 0.3882, 0.4937, 0.4335, 0.3974, 0.356, 0.4721, 0.4157, 0.3444, 0.2683, 0.3088, 0.3203, 0.3136, 0.2683, 0.2948, 0.2355, 0.3618, 0.4037, 0.2057, 0.1628, 0.1676, 0.2066, 0.0737, 0.0809, 0.1098, 0.1566, 0.144, 0.144, 0.1488, 0.2139, 0.2225, 0.2596, 0.3372, 0.3251, 0.3251, 0.3492, 0.2616, 0.3088, 0.396, 0.3382, 0.3907, 0.2919, 0.4533, 0.5159, 0.5361, 0.7086, 0.7086, 0.6156, 0.5877, 0.5751, 0.5756, 0.6349, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039035736381378793", "ticker_idx": 1, "ts": "2026-03-31T17:42:57+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST at $16.7", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS ($18.7), OUST ($16.7), POET ($4.9); HIMS called obviously undervalued with pharma sector catch-up thesis.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "reply_text": null, "parent_text": null, "quoted_text": "I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't https://t.co/kpCHcrvnW8", "parent_author": null, "ret_m1d": -0.0947197386486025, "ret_signed_m1d": -0.0947197386486025, "alpha_spy_m1d": -0.06647294681763782, "alpha_c_m1d": -0.05408773130921285, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.04063200733938965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013609144723938593, "ret_signed_p1d": 0.013609144723938593, "alpha_spy_p1d": 0.006074653313635103, "alpha_c_p1d": -0.001515069571801142, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.015124214295739735, "ret_p1w": 0.05225906590174767, "ret_signed_p1w": 0.05225906590174767, "alpha_spy_p1w": 0.03860477029130527, "alpha_c_p1w": 0.01817334397343595, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.03408572192831172, "ret_p1m": 0.390310274835739, "ret_signed_p1m": 0.390310274835739, "alpha_spy_p1m": 0.29614414002936207, "alpha_c_p1m": 0.1930942954092041, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.1972159794265349, "ret_p3m": 1.2874250701186805, "ret_signed_p3m": 1.2874250701186805, "alpha_spy_p3m": 1.163600561337881, "alpha_c_p3m": 0.9230461232052232, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.3643789469134573, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.390310274835739, "alpha_spy_stated": 0.29614414002936207, "alpha_c_stated": 0.1930942954092041, "price_path": [0.178, 0.2722, 0.35, 0.399, 0.399, 0.5068, 0.5171, 0.4872, 0.4758, 0.5106, 0.4916, 0.4349, 0.4349, 0.3337, 0.3767, 0.4829, 0.3522, 0.3157, 0.3288, 0.2999, 0.2782, 0.1339, 0.1067, 0.1034, 0.0441, -0.0582, 0.0572, 0.1464, 0.092, 0.0283, -0.0109, 0.0218, 0.0218, 0.0125, 0.012, 0.0386, 0.0136, -0.0169, 0.0152, 0.0778, 0.0686, 0.0316, 0.1023, 0.1824, 0.2183, 0.153, 0.1034, 0.1187, 0.2177, 0.3473, 0.2281, 0.1688, 0.1595, 0.1644, 0.129, 0.1464, 0.0915, 0.153, 0.1198, 0.1007, 0.0512, -0.0387, -0.0947, 0.0, 0.0136, 0.061, 0.061, 0.0512, 0.0523, 0.1029, 0.0904, 0.1263, 0.1911, 0.2749, 0.3304, 0.3157, 0.3206, 0.4774, 0.503, 0.5112, 0.4377, 0.5362, 0.4654, 0.4224, 0.3903, 0.4676, 0.4398, 0.5324, 0.5569, 0.6002, 0.3342, 0.3718, 0.4589, 0.4752, 0.8601, 0.8977, 0.8977, 0.6734, 0.6179, 0.6805, 0.9102, 1.0158, 1.0158, 1.3244, 1.4077, 1.3043, 1.5068, 1.4458, 1.5057, 1.393, 1.5634, 1.16, 1.2254, 1.0969, 1.0898, 1.1562, 1.1666, 1.4594, 1.3261, 1.2167, 1.5351, 1.5351, 1.5955, 1.4584, 1.2161, 1.2765, 1.2874, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2039035736381378793", "ticker_idx": 2, "ts": "2026-03-31T17:42:57+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$POET at $4.9", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Bought HIMS ($18.7), OUST ($16.7), POET ($4.9); HIMS called obviously undervalued with pharma sector catch-up thesis.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "To summarize, I made 3 buys yesterday. \n\n$HIMS at $18.7\n$OUST at $16.7 \nAnd $POET at $4.9\n\n$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers at the moment, but it will catch up.", "reply_text": null, "parent_text": null, "quoted_text": "I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.\n\nStarting from next week, I will start to use this cash again. I'm still considering which positions I will strengthen.\n\nI probably won't https://t.co/kpCHcrvnW8", "parent_author": null, "ret_m1d": -0.14478116586362955, "ret_signed_m1d": -0.14478116586362955, "alpha_spy_m1d": -0.11653437403266487, "alpha_c_m1d": -0.0903471662563623, "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": -0.05723908237586606, "ret_signed_p1d": -0.05723908237586606, "alpha_spy_p1d": -0.06477357378616955, "alpha_c_p1d": -0.07959173615950854, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.022352653783642484, "ret_p1w": 0.0033670001235441838, "ret_signed_p1w": 0.0033670001235441838, "alpha_spy_p1w": -0.010287295486898218, "alpha_c_p1w": -0.039668994301784055, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.04303599442532824, "ret_p1m": 0.11111108435257266, "ret_signed_p1m": 0.11111108435257266, "alpha_spy_p1m": 0.016944949546195742, "alpha_c_p1m": -0.19191446214013053, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.3030255464927032, "ret_p3m": 0.5892255032739206, "ret_signed_p3m": 0.5892255032739206, "alpha_spy_p3m": 0.4654009944931212, "alpha_c_p3m": -0.006001400972440507, "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": 0.11111108435257266, "alpha_spy_stated": 0.016944949546195742, "alpha_c_stated": -0.19191446214013053, "price_path": [0.0657, 0.2054, 0.2508, 0.2374, 0.2542, 0.2256, 0.2441, 0.2138, 0.202, 0.362, 0.399, 0.3973, 0.3973, 0.3872, 0.4091, 0.1684, 0.1633, 0.0875, 0.1431, 0.0471, 0.0017, -0.0236, -0.0168, 0.0168, -0.0556, -0.1279, -0.0118, 0.0455, -0.0168, -0.0185, -0.0488, -0.0606, -0.0606, -0.0707, -0.0606, -0.0623, -0.0421, -0.0707, 0.0286, 0.0707, 0.0505, 0.0101, 0.1633, 0.1852, 0.1515, 0.1178, 0.0572, 0.1263, 0.1785, 0.2525, 0.2525, 0.1498, 0.1633, 0.1061, 0.0404, 0.0488, -0.0017, 0.0202, -0.0337, 0.0269, -0.0758, -0.1263, -0.1448, 0.0, -0.0572, 0.0286, 0.0286, 0.0236, 0.0034, 0.0471, 0.0236, 0.1852, 0.229, 0.1296, 0.1734, 0.2357, 0.2222, 0.4461, 0.7256, 1.1498, 0.9731, 1.5421, 0.3384, 0.3519, 0.1111, 0.1987, 0.2306, 0.197, 0.5505, 0.6364, 0.6128, 0.8434, 1.3401, 1.3114, 1.4192, 2.463, 1.6886, 1.3923, 1.2003, 1.4882, 1.4949, 1.4562, 1.4562, 1.2475, 1.2357, 1.2323, 1.069, 1.3384, 1.3266, 1.5892, 1.6061, 0.9966, 1.0673, 0.8131, 0.8485, 0.8939, 1.1094, 1.3451, 1.1296, 1.0118, 1.0455, 1.0455, 1.0354, 0.8064, 0.7946, 0.7054, 0.5892, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062897394337931494", "ticker_idx": 0, "ts": "2026-06-05T14:00:40+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I feel there is always an overreaction to ATM's, the max dillution will be 10% divided over a couple of years, yet the stock is down 17%. The average price target is around $50, so no need to panic imo. I'm confident it will be short-term though.", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish PL; views 17% selloff as overreaction to ATM, average PT ~$50, confident pain is short-term; PL is author's biggest holding.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Is there ever a good time to announce an ATM? While all analysts raise their $PL price targets, Planet just announced a $1.5B ATM (around 10% of the market cap). \n\nPainful for the current shareholder, a possible entry point for the ones who missed out. \n\nWith probably the healthiest balance sheet in the space economy, this comes as a surprise to me. Planet is aggressively moving into the AI direction; currently building their own AI platform, sending Google and Nvidia chips into space and utilizing it to sharpen their pictures. \n\nWith $731 million in cash and short-term investments and a positive free cash flow, there is no need to raise capital. Planet is raising the capital while they can, not when they have to. \n\nI feel there is always an overreaction to ATM's, the max dillution will be 10% divided over a couple of years, yet the stock is down 17%. The average price target is around $50, so no need to panic imo. \n\nI'm working on my Planet deep-dive at the moment. Will hopefully launch it tonight, so you can decide if you want to jump in or not. \n\nNote: Planet is by far my biggest holding, so yes I feel your pain. I'm confident it will be short-term though.", "reply_text": null, "parent_text": null, "quoted_text": "$PL down 8% at the moment after another record quarter, a double beat, a gross profit margin beat, and raised guidance. Won't be surprised if the stock is up tomorrow. This is what I learned from the earnings transcript, looking forward to the earnings call in about an hour. \n\nOn https://t.co/NpRQc6k2BW", "parent_author": null, "ret_m1d": 0.3510241194940258, "ret_signed_m1d": 0.3510241194940258, "alpha_spy_m1d": 0.32453097689213717, "alpha_c_m1d": 0.33965646341049793, "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": 0.016139057667991175, "ret_signed_p1d": 0.016139057667991175, "alpha_spy_p1d": 0.013874885059219633, "alpha_c_p1d": 0.019296593548242424, "bench_spy_p1d": 0.002264172608771542, "bench_c_p1d": -0.00315753588025125, "ret_p1w": -0.03320923530832509, "ret_signed_p1w": -0.03320923530832509, "alpha_spy_p1w": -0.03890376631512771, "alpha_c_p1w": -0.04469167096063309, "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": [-0.2117, -0.2104, -0.225, -0.2306, -0.2365, -0.1595, -0.23, -0.1633, 0.05, 0.0497, -0.0121, 0.0978, 0.0056, -0.0422, -0.1344, -0.1325, -0.0469, 0.1136, 0.1136, 0.0869, 0.0916, 0.1344, 0.0624, 0.076, 0.0652, 0.0531, 0.068, 0.2381, 0.1943, 0.1639, 0.1803, 0.225, 0.1884, 0.0999, 0.1002, 0.0872, 0.0577, 0.1474, 0.1453, 0.1962, 0.1524, 0.2318, 0.0937, 0.2117, 0.2986, 0.2626, 0.2644, 0.3358, 0.2917, 0.2914, 0.2908, 0.324, 0.3184, 0.3765, 0.3765, 0.4997, 0.5667, 0.5953, 0.5872, 0.442, 0.4926, 0.3386, 0.351, 0.0, 0.0161, -0.0326, -0.0466, 0.0605, -0.0332, -0.0509, -0.1245, -0.1241, -0.1238, -0.1238, -0.1071, -0.1145, -0.1837, -0.1772, -0.1598, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048488567299772526", "ticker_idx": 0, "ts": "2026-04-26T19:45:08+00:00", "symbol": "VNP.TO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive beneficiary of 'friendshoring' as Western defense/aerospace rushes to lock in secure, non-Chinese supply contracts.", "tweet_type": "analysis", "timeline": "months", "summary": "Long VNP.TO and 5714.T as western gallium supply-chain beneficiaries amid China's export restrictions on the critical metal.", "resolved_tickers": ["VNP.TO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLB", "bench_c_reason": "industry='Specialty Chemicals'", "bench_c_industry": "Specialty Chemicals", "unit_kind": "original", "lang": "en", "tweet_text": "China's export bans are triggering a structural gallium supply shock. I’ve highlighted 2 strategic plays primed to benefit from the disruption.\n\nWhat is happening:\n• AI datacenters desperately need Gallium Nitride (GaN) to handle high power loads and prevent overheating compared to standard silicon\n\n• China currently controls ~98% of the world's primary raw gallium production\n\n• China retaliated against Western semiconductor sanctions by imposing strict export restrictions and licensing on gallium\n\n• Has led to Western defense and tech sectors scrambling to secure non-Chinese supply chains\n\nThe consequence:\n• Downstream semiconductor/wafer makers face higher input costs and supply delays.\n\n• Allied refiners and recyclers with existing infrastructure gain utilization, immense pricing power, and strategic government-backed contracts.\n\nWho benefits:\n\n$VNP.TO (5N Plus)\n• North American leader in ultra-high purity specialty metals.\n\n• Doesn't mine; refines secondary materials and industrial byproducts to extreme purities.\n\n• Massive beneficiary of \"friendshoring\" as Western defense/aerospace rushes to lock in secure, non-Chinese supply contracts.\n\n5714.T (Dowa Holdings)\n• Japanese giant in non-ferrous metal refining and e-waste recycling.\n\n• Rapidly scaling gallium recovery from recycled electronics and zinc byproducts to feed Japan's starved semiconductor industry.\n\n• Existing operational infrastructure allows them to capture elevated market prices immediately (unlike miners who need 5-10 years to build).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010315538896603416, "ret_signed_m1d": 0.010315538896603416, "alpha_spy_m1d": 0.01203536384067061, "alpha_c_m1d": 0.00761182512245262, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.0027037137741507955, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02578878937291973, "ret_signed_p1d": -0.02578878937291973, "alpha_spy_p1d": -0.02092279710580025, "alpha_c_p1d": -0.018450095444958126, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.007338693927961604, "ret_p1w": 0.0752427066481518, "ret_signed_p1w": 0.0752427066481518, "alpha_spy_p1w": 0.07127162229595774, "alpha_c_p1w": 0.09706571355677163, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": -0.021823006908619824, "ret_p1m": 0.44569183402455437, "ret_signed_p1m": 0.44569183402455437, "alpha_spy_p1m": 0.39616506824349207, "alpha_c_p1m": 0.4609485943997038, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": -0.015256760375149447, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.44569183402455437, "alpha_spy_stated": 0.39616506824349207, "alpha_c_stated": 0.4609485943997038, "price_path": [-0.4075, -0.2946, -0.2694, -0.226, -0.1836, -0.1602, -0.2224, -0.1599, -0.1663, -0.1748, -0.1581, -0.2033, -0.159, -0.159, -0.1781, -0.169, -0.1502, -0.1068, -0.1405, -0.1117, -0.0919, -0.0765, -0.1001, -0.0628, -0.0576, -0.0774, -0.1323, -0.1423, -0.1438, -0.115, -0.112, -0.1198, -0.1302, -0.0868, -0.068, -0.0868, -0.1183, -0.1132, -0.0573, 0.0097, 0.0546, 0.0058, 0.0027, -0.091, -0.0388, -0.0173, -0.0361, -0.0361, -0.0449, -0.0397, 0.0303, 0.0331, 0.0762, 0.0856, 0.0531, 0.0306, 0.0212, 0.0185, 0.0549, 0.0191, 0.0137, 0.0012, 0.0103, 0.0, -0.0258, -0.0482, -0.0058, 0.0607, 0.0752, 0.068, 0.0938, 0.1314, 0.1408, 0.1693, 0.1878, 0.2227, 0.2242, 0.2145, 0.2145, 0.267, 0.3134, 0.307, 0.3571, 0.3738, 0.4457, 0.3926, 0.3735, 0.2967, 0.2439, 0.3617, 0.3022, 0.3134, 0.2394, 0.2961, 0.1708, 0.1159, 0.2163, 0.1908, 0.2163, 0.2309, 0.2309, 0.2461, 0.3313, 0.2597, 0.1708, 0.1984, 0.2045, 0.172, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2048488567299772526", "ticker_idx": 1, "ts": "2026-04-26T19:45:08+00:00", "symbol": "5714.T", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Rapidly scaling gallium recovery from recycled electronics and zinc byproducts to feed Japan's starved semiconductor industry.", "tweet_type": "analysis", "timeline": "months", "summary": "Long VNP.TO and 5714.T as western gallium supply-chain beneficiaries amid China's export restrictions on the critical metal.", "resolved_tickers": ["5714.T"], "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": "original", "lang": "en", "tweet_text": "China's export bans are triggering a structural gallium supply shock. I’ve highlighted 2 strategic plays primed to benefit from the disruption.\n\nWhat is happening:\n• AI datacenters desperately need Gallium Nitride (GaN) to handle high power loads and prevent overheating compared to standard silicon\n\n• China currently controls ~98% of the world's primary raw gallium production\n\n• China retaliated against Western semiconductor sanctions by imposing strict export restrictions and licensing on gallium\n\n• Has led to Western defense and tech sectors scrambling to secure non-Chinese supply chains\n\nThe consequence:\n• Downstream semiconductor/wafer makers face higher input costs and supply delays.\n\n• Allied refiners and recyclers with existing infrastructure gain utilization, immense pricing power, and strategic government-backed contracts.\n\nWho benefits:\n\n$VNP.TO (5N Plus)\n• North American leader in ultra-high purity specialty metals.\n\n• Doesn't mine; refines secondary materials and industrial byproducts to extreme purities.\n\n• Massive beneficiary of \"friendshoring\" as Western defense/aerospace rushes to lock in secure, non-Chinese supply contracts.\n\n5714.T (Dowa Holdings)\n• Japanese giant in non-ferrous metal refining and e-waste recycling.\n\n• Rapidly scaling gallium recovery from recycled electronics and zinc byproducts to feed Japan's starved semiconductor industry.\n\n• Existing operational infrastructure allows them to capture elevated market prices immediately (unlike miners who need 5-10 years to build).", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01473684210526316, "ret_signed_m1d": 0.01473684210526316, "alpha_spy_m1d": 0.016456667049330354, "alpha_c_m1d": 0.012033128331112364, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": 0.0027037137741507955, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02421052631578946, "ret_signed_p1d": 0.02421052631578946, "alpha_spy_p1d": 0.02907651858290894, "alpha_c_p1d": 0.031549220243751064, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": -0.007338693927961604, "ret_p1w": -0.0008421052631578663, "ret_signed_p1w": -0.0008421052631578663, "alpha_spy_p1w": -0.004813189615351932, "alpha_c_p1w": 0.020980901645461958, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": -0.021823006908619824, "ret_p1m": 0.14631578947368418, "ret_signed_p1m": 0.14631578947368418, "alpha_spy_p1m": 0.09678902369262188, "alpha_c_p1m": 0.16157254984883362, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": -0.015256760375149447, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14631578947368418, "alpha_spy_stated": 0.09678902369262188, "alpha_c_stated": 0.16157254984883362, "price_path": [-0.0646, -0.0327, -0.0681, -0.1278, -0.0709, -0.0305, -0.0683, -0.0882, -0.0464, -0.0016, -0.0016, 0.0286, -0.0431, -0.0411, -0.0516, -0.0253, -0.0003, 0.0255, 0.0255, 0.071, 0.0614, 0.0559, 0.1681, 0.1965, 0.113, -0.0046, 0.0119, 0.0281, -0.0381, 0.0169, 0.0362, 0.0037, -0.003, -0.0261, -0.0278, 0.0164, -0.0624, -0.0624, -0.1191, -0.0879, -0.0499, -0.0426, -0.0503, -0.0651, -0.0805, -0.0241, -0.0618, -0.0427, -0.0403, -0.0201, 0.0412, 0.0283, 0.0272, 0.0186, 0.0584, 0.0584, 0.09, 0.0486, 0.0307, 0.046, 0.0297, 0.0176, 0.0147, 0.0, 0.0242, 0.0242, -0.0025, -0.0008, -0.0008, -0.0008, -0.0008, 0.0366, 0.0716, 0.0905, 0.0895, 0.1216, 0.0553, 0.2253, 0.1711, 0.0916, 0.0658, 0.07, 0.0937, 0.1511, 0.1463, 0.1416, 0.1084, 0.0842, 0.0979, 0.0684, 0.0916, 0.0352, 0.0532, -0.0256, -0.0417, -0.0529, -0.0626, -0.0129, 0.0389, 0.0195, 0.0357, 0.0258, -0.0021, 0.0179, -0.0333, -0.0543, -0.0805, -0.0796, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044345216392401241", "ticker_idx": 0, "ts": "2026-04-15T09:20:56+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I add below $5.50", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Adding to position below $5.50; bullish bias implied by buying the dip.", "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": "@gdo4100 I add below $5.50", "reply_text": null, "parent_text": "@Kaizen_Investor Isn't it an opportunity to buy?", "quoted_text": null, "parent_author": "gdo4100", "ret_m1d": -0.12062577993987578, "ret_signed_m1d": -0.12062577993987578, "alpha_spy_m1d": -0.1127965906049464, "alpha_c_m1d": -0.1127965906049464, "bench_spy_m1d": -0.007829189334929376, "bench_c_m1d": -0.007829189334929376, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11115680336861788, "ret_signed_p1d": 0.11115680336861788, "alpha_spy_p1d": 0.10869945572168027, "alpha_c_p1d": 0.10869945572168027, "bench_spy_p1d": 0.002457347646937613, "bench_c_p1d": 0.002457347646937613, "ret_p1w": 0.19431861405724526, "ret_signed_p1w": 0.19431861405724526, "alpha_spy_p1w": 0.17821716445118763, "alpha_c_p1w": 0.17821716445118763, "bench_spy_p1w": 0.01610144960605764, "bench_c_p1w": 0.01610144960605764, "ret_p1m": -0.0020585073085450656, "ret_signed_p1m": -0.0020585073085450656, "alpha_spy_p1m": -0.07096443070710556, "alpha_c_p1m": -0.07096443070710556, "bench_spy_p1m": 0.0689059233985605, "bench_c_p1m": 0.0689059233985605, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0020585073085450656, "alpha_spy_stated": -0.07096443070710556, "alpha_c_stated": -0.07096443070710556, "price_path": [0.2919, 0.2919, 0.2544, 0.1894, 0.2565, 0.2194, 0.2466, 0.2219, 0.1803, 0.2297, 0.1153, 0.0885, 0.0515, 0.0045, -0.0333, -0.0523, -0.2042, -0.2902, -0.3129, -0.3495, -0.3289, -0.3289, -0.3302, -0.3479, -0.3487, -0.3565, -0.3615, -0.3635, -0.3487, -0.3578, -0.4022, -0.3215, -0.3487, -0.3228, -0.3462, -0.352, -0.0877, -0.0338, 0.0655, -0.0185, 0.0198, 0.0243, 0.0284, -0.0469, -0.0054, -0.0935, -0.0753, -0.1214, -0.142, -0.1412, -0.2021, -0.2268, -0.1453, -0.1832, -0.212, -0.212, -0.163, -0.1972, -0.2017, -0.1869, -0.2001, -0.1293, -0.1206, 0.0, 0.1112, 0.1865, 0.2767, 0.2252, 0.1943, 0.1589, 0.2581, 0.21, 0.149, 0.084, 0.1186, 0.1284, 0.1227, 0.084, 0.1066, 0.056, 0.1639, 0.1997, 0.0305, -0.0062, -0.0021, 0.0313, -0.0823, -0.0762, -0.0515, -0.0115, -0.0222, -0.0222, -0.0181, 0.0375, 0.0449, 0.0766, 0.1429, 0.1326, 0.1326, 0.1531, 0.0782, 0.1186, 0.1931, 0.1437, 0.1886, 0.1042, 0.2421, 0.2956, 0.3129, 0.4603, 0.4603, 0.3808, 0.3569, 0.3462, 0.3466, 0.3973, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042993250038915583", "ticker_idx": 0, "ts": "2026-04-11T15:48:42+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "After that in can go quick for $POET", "tweet_type": "prediction", "timeline": "months", "summary": "Buy POET after Q3 earnings; expects a quick move up after that catalyst.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlackPantherCap I understand, I think you have to the earnings of Q3 to buy. After that in can go quick for $POET", "reply_text": null, "parent_text": "@Kaizen_Investor I have POET in my watchlist still. I find it interesting but needs some confirmation.", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": -0.035616468779251176, "ret_signed_m1d": -0.035616468779251176, "alpha_spy_m1d": -0.025938598014278447, "alpha_c_m1d": -0.02104527847736226, "bench_spy_m1d": -0.00967787076497273, "bench_c_m1d": -0.014571190301888914, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0808219365989492, "ret_signed_p1d": -0.0808219365989492, "alpha_spy_p1d": -0.09300681380878995, "alpha_c_p1d": -0.1003554858695842, "bench_spy_p1d": 0.012184877209840739, "bench_c_p1d": 0.019533549270634998, "ret_p1w": 0.17671231892436, "ret_signed_p1w": 0.17671231892436, "alpha_spy_p1w": 0.1437434316154993, "alpha_c_p1w": 0.13020175076557838, "bench_spy_p1w": 0.03296888730886072, "bench_c_p1w": 0.04651056815878163, "ret_p1m": 0.8808218059586355, "ret_signed_p1m": 0.8808218059586355, "alpha_spy_p1m": 0.8049145133784346, "alpha_c_p1m": 0.6148633888609718, "bench_spy_p1m": 0.0759072925802009, "bench_c_p1m": 0.26595841709766366, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.8808218059586355, "alpha_spy_stated": 0.8049145133784346, "alpha_c_stated": 0.6148633888609718, "price_path": [0.1082, 0.1384, 0.137, 0.137, 0.1288, 0.1466, -0.0493, -0.0534, -0.1151, -0.0699, -0.1479, -0.1849, -0.2055, -0.2, -0.1726, -0.2315, -0.2904, -0.1959, -0.1493, -0.2, -0.2014, -0.226, -0.2356, -0.2356, -0.2438, -0.2356, -0.237, -0.2205, -0.2438, -0.163, -0.1288, -0.1452, -0.1781, -0.0534, -0.0356, -0.063, -0.0904, -0.1397, -0.0836, -0.0411, 0.0192, 0.0192, -0.0644, -0.0534, -0.1, -0.1534, -0.1466, -0.1877, -0.1699, -0.2137, -0.1644, -0.2479, -0.289, -0.3041, -0.1863, -0.2329, -0.163, -0.163, -0.1671, -0.1836, -0.1479, -0.1671, -0.0356, 0.0, -0.0808, -0.0452, 0.0055, -0.0055, 0.1767, 0.4041, 0.7493, 0.6055, 1.0685, 0.089, 0.1, -0.0959, -0.0247, 0.0014, -0.026, 0.2616, 0.3315, 0.3123, 0.5, 0.9041, 0.8808, 0.9685, 1.8178, 1.1877, 0.9466, 0.7904, 1.0247, 1.0301, 0.9986, 0.9986, 0.8288, 0.8192, 0.8164, 0.6836, 0.9027, 0.8932, 1.1068, 1.1205, 0.6247, 0.6822, 0.4753, 0.5041, 0.5411, 0.7164, 0.9082, 0.7329, 0.637, 0.6644, 0.6644, 0.6562, 0.4699, 0.4603, 0.3877, 0.2932, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2065053194397397489", "ticker_idx": 0, "ts": "2026-06-11T12:47:03+00:00", "symbol": "ASM.AS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still holding the stock and it's a 4-bagger now for me. Sit tight, have conviction and let your money work for you.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Still holding ASM International as a 4-bagger; endorses long-term conviction hold.", "resolved_tickers": ["ASM.AS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "quote", "lang": "en", "tweet_text": "$ASM.AS has been one of my first buys in my investing career. I’m still holding the stock and it’s a 4-bagger now for me. \n\nAll you have to do is finding a quality company and sit tights for the long run. As you can see the stock dropped from €700 to €350. I did not move and now I’m reaping the rewards. \n\nSit tight, have conviction and let your money work for you.", "reply_text": null, "parent_text": null, "quoted_text": "$ASM.AS now my fifth 3-bagger as they are up 6% after a strong double beat. \n\nASM had an incredibly strong quarter, driving their massive stock jump. They hit the top of their sales targets at €863 million and achieved a record-breaking operating profit margin of 33.1%.\n\nThe https://t.co/4oYh1P8GNl", "parent_author": null, "ret_m1d": -0.06881676425646754, "ret_signed_m1d": -0.06881676425646754, "alpha_spy_m1d": -0.05210398100441882, "alpha_c_m1d": -0.005579356281147252, "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": 0.042522622691261835, "ret_signed_p1d": 0.042522622691261835, "alpha_spy_p1d": 0.03711437478973245, "alpha_c_p1d": 0.025277549994381365, "bench_spy_p1d": 0.005408247901529384, "bench_c_p1d": 0.01724507269688047, "ret_p1w": 0.09952755427684301, "ret_signed_p1w": 0.09952755427684301, "alpha_spy_p1w": 0.0847480180968887, "alpha_c_p1w": 0.016780829089068083, "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": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3024, -0.3041, -0.2932, -0.3231, -0.3431, -0.3176, -0.3037, -0.2809, -0.3045, -0.3344, -0.3552, -0.3483, -0.3108, -0.3116, -0.3116, -0.3116, -0.312, -0.2517, -0.2482, -0.2247, -0.2406, -0.2298, -0.229, -0.2142, -0.196, -0.1989, -0.1999, -0.143, -0.1287, -0.1125, -0.144, -0.1692, -0.1715, -0.1502, -0.1502, -0.1541, -0.1371, -0.1084, -0.1213, -0.0974, -0.089, -0.1426, -0.1019, -0.0758, -0.1134, -0.1325, -0.1426, -0.1089, -0.1105, -0.0748, -0.0705, -0.0822, -0.0816, -0.0818, -0.0772, -0.1091, -0.0873, -0.0783, -0.0879, -0.1095, -0.0859, -0.0805, -0.0688, 0.0, 0.0425, 0.0528, 0.0146, 0.0744, 0.0995, 0.0954, 0.1083, 0.021, -0.0045, 0.0179, -0.0263, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2053124282054521160", "ticker_idx": 0, "ts": "2026-05-09T14:45:48+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've bought Filtronic, they will massively benefit from this.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long Filtronic; author holds a position expecting massive benefit from the trend discussed.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Mellokhai I’ve bought Filtronic, they will massively benefit from this.", "reply_text": null, "parent_text": "@Kaizen_Investor Really great work. What stock will profit of this ?", "quoted_text": null, "parent_author": "Mellokhai", "ret_m1d": 0.014686248331108098, "ret_signed_m1d": 0.014686248331108098, "alpha_spy_m1d": 0.016958635867624472, "alpha_c_m1d": 0.008536504207069084, "bench_spy_m1d": -0.0022723875365163737, "bench_c_m1d": 0.006149744124039014, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.044058744993324406, "ret_signed_p1d": -0.044058744993324406, "alpha_spy_p1d": -0.042543792378737844, "alpha_c_p1d": -0.033409281687483694, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.010649463305840712, "ret_p1w": 0.09746328437917229, "ret_signed_p1w": 0.09746328437917229, "alpha_spy_p1w": 0.09834247504038296, "alpha_c_p1w": 0.10931264954399456, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.011849365164822268, "ret_p1m": -0.09212283044058744, "ret_signed_p1m": -0.09212283044058744, "alpha_spy_p1m": -0.08907943358292847, "alpha_c_p1m": -0.10742213147653334, "bench_spy_p1m": -0.0030433968576589754, "bench_c_p1m": 0.0152993010359459, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09212283044058744, "alpha_spy_stated": -0.08907943358292847, "alpha_c_stated": -0.10742213147653334, "price_path": [-0.474, -0.4766, -0.474, -0.4553, -0.4633, -0.4526, -0.4606, -0.4633, -0.4713, -0.466, -0.466, -0.4713, -0.4606, -0.466, -0.498, -0.4713, -0.4793, -0.4887, -0.522, -0.49, -0.4726, -0.4793, -0.4873, -0.5047, -0.5007, -0.5073, -0.5474, -0.5701, -0.5461, -0.5461, -0.5087, -0.5113, -0.5007, -0.498, -0.4873, -0.4633, -0.4526, -0.4526, -0.4526, -0.4553, -0.4339, -0.4553, -0.466, -0.4686, -0.4499, -0.4232, -0.4099, -0.3778, -0.3458, -0.3324, -0.2817, -0.2443, -0.2096, -0.2857, -0.2977, -0.279, -0.223, -0.2336, -0.2336, -0.0654, -0.0921, 0.0814, 0.0147, 0.0, -0.0441, 0.0761, 0.0895, 0.0814, 0.0975, 0.2003, 0.2523, 0.0814, 0.012, 0.012, 0.0948, 0.0387, -0.0254, 0.0414, 0.0547, -0.0387, -0.2336, -0.1295, -0.0921, 0.0414, -0.0921, -0.1589, -0.1722, -0.1322, -0.1015, 0.0053, -0.012, -0.012, 0.0067, 0.0147, -0.0921, -0.1722, -0.2523, -0.3858, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2053875101288874333", "ticker_idx": 0, "ts": "2026-05-11T16:29:17+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market is quickly rerating $WOLF. SiC is a critical material for a lot of future markets from datacenters to space. They are the only American company that controls the whole supply chain from raw crystal to finished microchip.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long WOLF: rerating underway as sole US vertically-integrated SiC supplier with government support cleaning up balance sheet.", "resolved_tickers": ["WOLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "The market is quickly rerating $WOLF. SiC is a critical material for a lot of future markets from datacenters to space. \n\nThe company struggles with a lot of debt but every quarter the balance sheet looks a bit cleaner. \n\nThey are the only American company that controls the whole supply chain from raw crystal to finished microchip. \n\nThe American government knows this and is actively support wolfspeed to clean up its balance sheet. They want to keep control of the supply chain.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market https://t.co/FWIuyYGriL", "parent_author": null, "ret_m1d": -0.07374285028621608, "ret_signed_m1d": -0.07374285028621608, "alpha_spy_m1d": -0.0714704627496997, "alpha_c_m1d": -0.05679013460778182, "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": 0.06777976057107482, "ret_signed_p1d": 0.06777976057107482, "alpha_spy_p1d": 0.06929471318566138, "alpha_c_p1d": 0.09391152580574369, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": 0.17968588459688073, "ret_signed_p1w": 0.17968588459688073, "alpha_spy_p1w": 0.1805650752580914, "alpha_c_p1w": 0.23200152121916084, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.030411499746179738, "ret_signed_p1m": -0.030411499746179738, "alpha_spy_p1m": -0.027368102888520762, "alpha_c_p1m": -0.055918626586429765, "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": -0.030411499746179738, "alpha_spy_stated": -0.027368102888520762, "alpha_c_stated": -0.055918626586429765, "price_path": [-0.6416, -0.682, -0.6474, -0.6474, -0.62, -0.6106, -0.6211, -0.6291, -0.6329, -0.5995, -0.5931, -0.5983, -0.608, -0.5784, -0.5856, -0.5907, -0.6235, -0.6706, -0.647, -0.6704, -0.6382, -0.6627, -0.6681, -0.6355, -0.6444, -0.6665, -0.6609, -0.6756, -0.67, -0.6687, -0.6323, -0.6657, -0.6931, -0.7058, -0.6756, -0.673, -0.6528, -0.6528, -0.6412, -0.6237, -0.5913, -0.5144, -0.5385, -0.52, -0.5428, -0.5249, -0.4725, -0.4919, -0.4766, -0.509, -0.4484, -0.4524, -0.3792, -0.4103, -0.4862, -0.4906, -0.413, -0.2693, -0.2856, -0.2719, -0.1437, -0.1024, -0.0737, 0.0, 0.0678, 0.2443, 0.3906, 0.2349, 0.1797, 0.1694, 0.1652, 0.3814, 0.3892, 0.3892, 0.4609, 0.2574, 0.293, 0.1783, 0.0525, 0.2137, 0.2258, 0.3329, 0.0944, 0.1016, -0.0304, -0.137, -0.0948, -0.1425, -0.0242, -0.1055, -0.0322, 0.1411, 0.1411, 0.0529, -0.0278, -0.0883, -0.0501, -0.0863, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033906588231074096", "ticker_idx": 0, "ts": "2026-03-17T14:01:33+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm long $IREN and $OUST", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long both IREN and OUST per 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": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz I’m long $IREN and $OUST", "reply_text": null, "parent_text": "@Kaizen_Investor I’m long on $IREN 🫡", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": 0.0460893758014993, "ret_signed_m1d": 0.0460893758014993, "alpha_spy_m1d": 0.048713019180655404, "alpha_c_m1d": 0.05133568339828842, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.005246307596789124, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01745810093071154, "ret_signed_p1d": -0.01745810093071154, "alpha_spy_p1d": -0.0035044564154543822, "alpha_c_p1d": -0.005553328859073781, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.01190477207163776, "ret_p1w": -0.04283054450187207, "ret_signed_p1w": -0.04283054450187207, "alpha_spy_p1w": -0.019237329421840976, "alpha_c_p1w": -0.042292047602305205, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.0005384968995668649, "ret_p1m": 0.1364059761460652, "ret_signed_p1m": 0.1364059761460652, "alpha_spy_p1m": 0.09009997857523588, "alpha_c_p1m": 0.0783316165253205, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.0580743596207447, "ret_p3m": 0.39129426749375273, "ret_signed_p3m": 0.39129426749375273, "alpha_spy_p3m": 0.2824885329092812, "alpha_c_p3m": 0.3094907190196765, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.08180354847407623, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1364059761460652, "alpha_spy_stated": 0.09009997857523588, "alpha_c_stated": 0.0783316165253205, "price_path": [-0.1667, -0.0708, -0.0214, -0.0207, -0.0228, -0.0228, -0.0619, -0.0826, -0.1085, -0.1208, -0.1208, -0.0061, 0.1229, 0.0687, 0.0155, 0.0633, 0.0715, 0.1716, 0.2335, 0.2309, 0.2079, 0.3459, 0.3459, 0.263, 0.2449, 0.2165, 0.3194, 0.2188, 0.3964, 0.4651, 0.3929, 0.2509, 0.2356, 0.2661, 0.0461, -0.0738, -0.0263, 0.0743, -0.0007, -0.0068, -0.0682, -0.0172, -0.0172, -0.0463, -0.0205, 0.0077, -0.0694, -0.014, 0.058, 0.0249, 0.0298, -0.0468, -0.0365, -0.0957, 0.0205, -0.066, -0.1457, -0.0959, -0.1127, -0.0228, -0.037, -0.0321, 0.0461, 0.0, -0.0175, -0.0303, -0.0389, -0.0186, -0.0428, -0.0356, -0.1283, -0.1832, -0.264, -0.202, -0.2065, -0.1906, -0.1906, -0.1823, -0.1681, -0.1427, -0.1373, -0.0847, 0.0026, 0.1027, 0.1364, 0.1103, 0.1201, 0.1341, 0.0514, 0.1264, 0.2109, 0.1788, 0.1257, 0.0345, -0.0023, 0.0594, 0.0628, 0.1518, 0.2742, 0.4195, 0.3233, 0.4246, 0.2838, 0.3166, 0.2842, 0.3594, 0.2323, 0.1746, 0.1113, 0.227, 0.3515, 0.3229, 0.3229, 0.3915, 0.5791, 0.4909, 0.4791, 0.5207, 0.5503, 0.5242, 0.4399, 0.2651, 0.3778, 0.2574, 0.1993, 0.3201, 0.3913, 0.4164, 0.3776, 0.3527, 0.3957, 0.3957, 0.3238, 0.2737, 0.1709, 0.1113, 0.0989, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2033906588231074096", "ticker_idx": 1, "ts": "2026-03-17T14:01:33+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm long $IREN and $OUST", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Long both IREN and OUST per position disclosure.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz I’m long $IREN and $OUST", "reply_text": null, "parent_text": "@Kaizen_Investor I’m long on $IREN 🫡", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": -0.0042075808862082065, "ret_signed_m1d": -0.0042075808862082065, "alpha_spy_m1d": -0.0015839375070521022, "alpha_c_m1d": 0.0012388574822542742, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.005446438368462481, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.030388014823639398, "ret_signed_p1d": -0.030388014823639398, "alpha_spy_p1d": -0.01643437030838224, "alpha_c_p1d": -0.01906521957282492, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.011322795250814477, "ret_p1w": -0.03833565770090919, "ret_signed_p1w": -0.03833565770090919, "alpha_spy_p1w": -0.014742442620878093, "alpha_c_p1w": -0.01525466782723306, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023080989873676128, "ret_p1m": 0.14259005289571025, "ret_signed_p1m": 0.14259005289571025, "alpha_spy_p1m": 0.09628405532488093, "alpha_c_p1m": 0.06414022812422648, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.07844982477148377, "ret_p3m": 0.8606825793703163, "ret_signed_p3m": 0.8606825793703163, "alpha_spy_p3m": 0.7518768447858448, "alpha_c_p3m": 0.5346844246656408, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.3259981547046755, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.14259005289571025, "alpha_spy_stated": 0.09628405532488093, "alpha_c_stated": 0.06414022812422648, "price_path": [0.0005, 0.0393, 0.0715, 0.0589, 0.0453, 0.0453, 0.0271, -0.0005, 0.0047, 0.0117, 0.0117, 0.0926, 0.1594, 0.2015, 0.2015, 0.2941, 0.3029, 0.2772, 0.2674, 0.2973, 0.281, 0.2324, 0.2324, 0.1454, 0.1823, 0.2735, 0.1613, 0.13, 0.1412, 0.1164, 0.0977, -0.0262, -0.0496, -0.0524, -0.1033, -0.1912, -0.0921, -0.0154, -0.0622, -0.1169, -0.1505, -0.1225, -0.1225, -0.1304, -0.1309, -0.108, -0.1295, -0.1557, -0.1281, -0.0743, -0.0823, -0.1141, -0.0533, 0.0154, 0.0463, -0.0098, -0.0524, -0.0393, 0.0458, 0.1571, 0.0547, 0.0037, -0.0042, 0.0, -0.0304, -0.0154, -0.0626, -0.0098, -0.0383, -0.0547, -0.0972, -0.1744, -0.2225, -0.1412, -0.1295, -0.0888, -0.0888, -0.0972, -0.0963, -0.0528, -0.0636, -0.0327, 0.0229, 0.0949, 0.1426, 0.13, 0.1342, 0.2688, 0.2908, 0.2978, 0.2347, 0.3193, 0.2585, 0.2216, 0.194, 0.2604, 0.2366, 0.316, 0.3371, 0.3742, 0.1459, 0.1781, 0.2529, 0.2669, 0.5975, 0.6297, 0.6297, 0.4371, 0.3894, 0.4432, 0.6405, 0.7312, 0.7312, 0.9963, 1.0678, 0.979, 1.1529, 1.1005, 1.1519, 1.0552, 1.2015, 0.8551, 0.9112, 0.8008, 0.7948, 0.8518, 0.8607, 1.1122, 0.9977, 0.9037, 1.1772, 1.1772, 1.2291, 1.1113, 0.9032, 0.9551, 0.9645, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033922993282326949", "ticker_idx": 0, "ts": "2026-03-17T15:06:44+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bullish", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL on NASA origins, Google/NVDA partnerships, positive FCF, and surging institutional ownership; endorses 300% upside thesis.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Simple $PL analysis:\n\n- Founded by NASA scientist\n- $GOOGL: 11% stake in the company\n- Collaboration with Google to put TPU's in space\n- Collaboration with $NVDA to put GPU's in space\n- Only space company with positive FCF\n- Increased institutional ownership: 450% in 4Y\n\nBullish", "reply_text": null, "parent_text": null, "quoted_text": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. \n\nPrice target: $23.91 -&gt; $67.3\n\nMost investors look at Planet Labs and see satellites. They https://t.co/FslqUdx5wh", "parent_author": null, "ret_m1d": -0.09158048556954823, "ret_signed_m1d": -0.09158048556954823, "alpha_spy_m1d": -0.08895684219039213, "alpha_c_m1d": -0.08893779404650293, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.002642691523045304, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0838257187651058, "ret_signed_p1d": -0.0838257187651058, "alpha_spy_p1d": -0.06987207424984865, "alpha_c_p1d": -0.07589773632396457, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.007927982441141235, "ret_p1w": 0.17540620433465404, "ret_signed_p1w": 0.17540620433465404, "alpha_spy_p1w": 0.19899941941468513, "alpha_c_p1w": 0.18765351567126176, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.012247311336607725, "ret_p1m": 0.27067946618749117, "ret_signed_p1m": 0.27067946618749117, "alpha_spy_p1m": 0.22437346861666185, "alpha_c_p1m": 0.2396825417884605, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.03099692439903068, "ret_p3m": 0.15029541012890868, "ret_signed_p3m": 0.15029541012890868, "alpha_spy_p3m": 0.041489675544437166, "alpha_c_p3m": 0.08918405539043417, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.06111135473847451, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.27067946618749117, "alpha_spy_stated": 0.22437346861666185, "alpha_c_stated": 0.2396825417884605, "price_path": [-0.3541, -0.2917, -0.2393, -0.2345, -0.2496, -0.2496, -0.2851, -0.2662, -0.271, -0.2718, -0.2718, -0.2463, -0.2101, -0.1935, -0.1651, -0.1713, -0.1614, -0.0606, -0.065, -0.0129, 0.0443, 0.0628, 0.0628, 0.034, -0.0258, -0.0377, -0.0052, -0.0447, 0.0366, 0.0295, -0.027, -0.0779, -0.1562, -0.1156, -0.1961, -0.2456, -0.178, -0.113, -0.1584, -0.2005, -0.2134, -0.1721, -0.1721, -0.1798, -0.1233, -0.0727, -0.1174, -0.1219, -0.0875, -0.0905, -0.0547, -0.1086, -0.0266, -0.0657, -0.0399, -0.0919, -0.0665, -0.0465, -0.062, -0.0606, -0.0779, -0.0846, -0.0916, 0.0, -0.0838, -0.0044, 0.2493, 0.2489, 0.1754, 0.3061, 0.1965, 0.1396, 0.0299, 0.0321, 0.134, 0.325, 0.325, 0.2932, 0.2987, 0.3497, 0.264, 0.2803, 0.2674, 0.253, 0.2707, 0.473, 0.421, 0.3848, 0.4044, 0.4575, 0.414, 0.3087, 0.3091, 0.2936, 0.2585, 0.3652, 0.3626, 0.4232, 0.3711, 0.4657, 0.3013, 0.4417, 0.5451, 0.5022, 0.5044, 0.5894, 0.5369, 0.5366, 0.5358, 0.5753, 0.5687, 0.6377, 0.6377, 0.7843, 0.8641, 0.8981, 0.8885, 0.7157, 0.7758, 0.5927, 0.6075, 0.1898, 0.209, 0.151, 0.1344, 0.2618, 0.1503, 0.1292, 0.0417, 0.0421, 0.0425, 0.0425, 0.0624, 0.0535, -0.0288, -0.021, -0.0004, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033653586689700211", "ticker_idx": 0, "ts": "2026-03-16T21:16:13+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am still extremely bullish on this company! The earnings this Thursday will be massive.", "tweet_type": "analysis", "timeline": "months", "summary": "Long PL: NVDA partnership transforms it into AI/data infrastructure play, expanding TAM and margins; endorses quoted 300% upside thesis.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL just announced their partnership with $NVDA to develop the first-ever GPU-native AI engine for planetary intelligence. \n\nThis is a complete paradigm shift from being a satellite imagery company to an AI and data infrastructure company with extremely high margins.\n\nHere’s how I analyze this partnership and how it’s going to be a game-changer for $PL:\n\n1. Cutting time-to-insight\nPlanet images the entire Earth every single day, which translates to an enormous amount of data and thus creates a huge data bottleneck. This partnership with NVIDIA will enable them to accelerate ground processing with their GPU technology, specifically with their Blackwell platform, which will allow them to transform satellite data into analysis-ready data in mere seconds.\n\n2. Real-time Edge Computing in Space\nThis partnership is not limited to cloud computing alone. They are also going to integrate NVIDIA’s IGX Jetson Thor module into their new generation Pelican and upcoming Owl satellite series, which means we will see real-time AI intelligence being conducted in space.\n\n3. GenAI-Based Super Resolution\nPlanet is also leveraging NVIDIA’s CorrDiff, which is a generative AI diffusion model, on their PlanetScope data sets. This means their data sets will be provided with advanced capabilities for super-resolution, which will increase the quality and accuracy of their data sets.\n\n4. Building the search engine for Earth\nThe most exciting part of this partnership announcement is that $PL and $NVDA are working on architectures to transform their daily planetary data sets into AI embeddings. This means they are effectively creating a vector map of Earth. You will not only be able to see images of Earth, clients will be able to perform intelligent queries on the data sets.\n\nMy Takeaway: I think the biggest obstacle for $PL has always been their ability to provide access to their massive data archive with sufficient computing power. This partnership with NVIDIA will solve this problem for them, and their TAM, margin profile, and monetization opportunities will increase exponentially.\n\nI am still extremely bullish on this company! The earnings this Thursday will be massive.", "reply_text": null, "parent_text": null, "quoted_text": "$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels. \n\nPrice target: $23.91 -&gt; $67.3\n\nMost investors look at Planet Labs and see satellites. 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{"unit_id": "quote:2053126344880378141", "ticker_idx": 0, "ts": "2026-05-09T14:54:00+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Looks like most analysts keep the buy recommendation for $AMPX. With an average between $20 and $22. A potential 37% upside from here.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Shares analyst consensus Buy on AMPX with $20–22 PT, implying ~37% upside.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Looks like most analysts keep the buy recommendation for $AMPX. With an average between $20 and $22. \n\nA potential 37% upside from here. https://t.co/vY5UCQJZo7", "reply_text": null, "parent_text": null, "quoted_text": "Listened to the $AMPX earnings yesterday. Needed to sleep about it. Got mixed feelings to be honest. \n\nThe Good\n\n- Revenues keep growing with more than 150% YoY. It looks to slow down a bit QoQ but we saw the same in Q1 last year. Nothing to be worried about here. \n\n- They https://t.co/QoEdSN6pub", "parent_author": null, "ret_m1d": -0.055429837405004734, "ret_signed_m1d": -0.055429837405004734, "alpha_spy_m1d": -0.05315744986848836, "alpha_c_m1d": -0.04491797920926399, "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": 0.06504522616968589, "ret_signed_p1d": 0.06504522616968589, "alpha_spy_p1d": 0.06656017878427245, "alpha_c_p1d": 0.06898710745236503, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.003941881282679138, "ret_p1w": -0.10237558757772336, "ret_signed_p1w": -0.10237558757772336, "alpha_spy_p1w": -0.10149639691651269, "alpha_c_p1w": -0.07786693982878945, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.02450864774893391, "ret_p1m": -0.014705895044906825, "ret_signed_p1m": -0.014705895044906825, "alpha_spy_p1m": -0.01166249818724785, "alpha_c_p1m": -0.01790524362254642, "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": -0.014705895044906825, "alpha_spy_stated": -0.01166249818724785, "alpha_c_stated": -0.01790524362254642, "price_path": [-0.3716, -0.4236, -0.4361, -0.4361, -0.4474, -0.4395, -0.4146, -0.4615, -0.4231, -0.3891, -0.3744, -0.3484, -0.3931, -0.3445, -0.3422, -0.2902, -0.1578, -0.0764, 0.0023, 0.0181, 0.0515, 0.0345, 0.0153, 0.0571, 0.0962, 0.069, 0.0809, 0.0294, 0.0566, 0.0045, 0.0141, -0.0294, -0.0882, -0.1674, -0.0464, -0.1222, -0.095, -0.095, -0.0068, -0.0554, -0.043, -0.0865, -0.026, 0.0402, 0.0119, 0.0351, 0.082, 0.056, 0.1092, 0.2121, 0.2834, 0.2291, 0.1686, 0.2115, 0.1137, 0.1505, 0.1912, 0.1804, 0.1527, 0.2104, 0.2551, -0.0888, -0.0554, 0.0, 0.065, -0.009, 0.0107, -0.0469, -0.1024, -0.1244, -0.1476, -0.1346, -0.0933, -0.0933, 0.0085, -0.0294, 0.1793, 0.1471, 0.2302, 0.2958, 0.2296, 0.2749, 0.1137, 0.065, -0.0147, -0.0707, -0.0328, -0.0775, -0.0486, -0.1239, -0.1516, -0.0854, -0.0854, -0.1148, -0.2014, -0.2919, -0.2896, -0.2698, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2036472883082403893", "ticker_idx": 0, "ts": "2026-03-24T15:59:05+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Short-term, I agree with the $40 of most analysts. End off fiscal 2026, I see them moving to $60.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long PL with $40 near-term PT and $60 by end of FY2026.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CaesarCapitalz Short-term, I agree with the $40 of most analysts. End off fiscal 2026, I see them moving to $60.", "reply_text": null, "parent_text": "@Kaizen_Investor Keep winning Kaizen! 💪\n\nWhat’s your PT with $PL?", "quoted_text": null, "parent_author": "CaesarCapitalz", "ret_m1d": 0.06251962852302961, "ret_signed_m1d": 0.06251962852302961, "alpha_spy_m1d": 0.059151507889749544, "alpha_c_m1d": 0.06831236735516977, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.005792738832140154, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11121580322537872, "ret_signed_p1d": 0.11121580322537872, "alpha_spy_p1d": 0.10564311498133017, "alpha_c_p1d": 0.10450845578248669, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.006707347442892031, "ret_p1w": -0.1218975548245883, "ret_signed_p1w": -0.1218975548245883, "alpha_spy_p1w": -0.11754959513636054, "alpha_c_p1w": -0.10805605502316074, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": -0.01384149980142757, "ret_p1m": 0.24002517484478592, "ret_signed_p1m": 0.24002517484478592, "alpha_spy_p1m": 0.15118284264983584, "alpha_c_p1m": 0.19709844967525325, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.042926725169532665, "ret_p3m": -0.1131008605120527, "ret_signed_p3m": -0.1131008605120527, "alpha_spy_p3m": -0.25928377891663223, "alpha_c_p3m": -0.21621062305891403, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.10310976254686133, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": -0.1131008605120527, "alpha_spy_stated": -0.25928377891663223, "alpha_c_stated": -0.21621062305891403, "price_path": [-0.3616, -0.3918, -0.3757, -0.3798, -0.3805, -0.3805, -0.3588, -0.328, -0.3139, -0.2897, -0.295, -0.2865, -0.2008, -0.2045, -0.1602, -0.1115, -0.0958, -0.0958, -0.1203, -0.1712, -0.1813, -0.1536, -0.1872, -0.1181, -0.1241, -0.1722, -0.2155, -0.2821, -0.2476, -0.3161, -0.3582, -0.3007, -0.2454, -0.284, -0.3198, -0.3308, -0.2956, -0.2956, -0.3022, -0.2542, -0.2111, -0.2491, -0.2529, -0.2237, -0.2262, -0.1957, -0.2416, -0.1719, -0.2052, -0.1832, -0.2275, -0.2058, -0.1888, -0.202, -0.2008, -0.2155, -0.2212, -0.2271, -0.1492, -0.2205, -0.153, 0.0628, 0.0625, 0.0, 0.1112, 0.0179, -0.0305, -0.1238, -0.1219, -0.0352, 0.1272, 0.1272, 0.1002, 0.1049, 0.1483, 0.0754, 0.0892, 0.0782, 0.066, 0.0811, 0.2532, 0.2089, 0.1781, 0.1948, 0.24, 0.203, 0.1134, 0.1137, 0.1005, 0.0707, 0.1615, 0.1593, 0.2108, 0.1665, 0.2469, 0.1071, 0.2265, 0.3145, 0.278, 0.2799, 0.3522, 0.3076, 0.3073, 0.3066, 0.3402, 0.3346, 0.3933, 0.3933, 0.5181, 0.5859, 0.6148, 0.6067, 0.4596, 0.5108, 0.355, 0.3676, 0.0123, 0.0286, -0.0207, -0.0349, 0.0735, -0.0214, -0.0393, -0.1137, -0.1134, -0.1131, -0.1131, -0.0961, -0.1037, -0.1737, -0.1671, -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]}
{"unit_id": "reply:2038187166665158840", "ticker_idx": 0, "ts": "2026-03-29T09:31:02+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Long-term though, I still think it will reach new highs", "tweet_type": "prediction", "timeline": "months", "summary": "Short-term expects BTC to drop further, but long-term bullish to new all-time highs.", "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": "@aleabitoreddit I’ll go with yes to both. Market is de-risking enormously and I expect btc to drop a little further. Long-term though, I still think it will reach new highs. Nice chart though, never saw this.", "reply_text": null, "parent_text": "Markets are now in: “Bitcoin is Dead” section of the Rainbow Chart. \n\nThe last two times were:\n\n- December 2022 - $18,650\n- September 2023 - $25,210\n\nToday: $66,666.43\n\nAs Bitcoin drops more, is this the end of the famous Rainbow Chart v2?\n\nEspecially as a psychological log https://t.co/fLjNoK0DnT", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.005294086982904567, "ret_signed_m1d": -0.005294086982904567, "alpha_spy_m1d": -0.008648693430294507, "alpha_c_m1d": -0.008648693430294507, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.0033546064473899406, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02311941479563351, "ret_signed_p1d": 0.02311941479563351, "alpha_spy_p1d": -0.005948450989123666, "alpha_c_p1d": -0.005948450989123666, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.029067865784757174, "ret_p1w": 0.03251365752143287, "ret_signed_p1w": 0.03251365752143287, "alpha_spy_p1w": -0.010146633988977527, "alpha_c_p1w": -0.010146633988977527, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.0426602915104104, "ret_p1m": 0.1448345663711319, "ret_signed_p1m": 0.1448345663711319, "alpha_spy_p1m": 0.018689357275883056, "alpha_c_p1m": 0.018689357275883056, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.12614520909524884, "ret_p3m": -0.10450769957962891, "ret_signed_p3m": -0.10450769957962891, "alpha_spy_p3m": -0.26942332849208583, "alpha_c_p3m": -0.26942332849208583, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.16491562891245692, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1448345663711319, "alpha_spy_stated": 0.018689357275883056, "alpha_c_stated": 0.018689357275883056, "price_path": [0.3121, 0.3305, 0.3487, 0.4077, 0.4054, 0.3691, 0.3649, 0.3572, 0.3674, 0.4293, 0.4534, 0.4327, 0.4323, 0.3878, 0.3242, 0.3402, 0.3414, 0.3421, 0.3235, 0.336, 0.3373, 0.268, 0.2615, 0.1799, 0.1341, 0.0949, -0.0598, 0.0579, 0.0514, 0.0315, 0.0045, -0.007, 0.0325, 0.0323, 0.012, -0.004, 0.004, 0.0197, -0.0311, -0.0392, 0.019, 0.0114, -0.0121, 0.0313, 0.024, 0.0903, 0.0622, 0.0217, 0.0257, 0.0485, 0.0527, 0.057, 0.0641, 0.1225, 0.1084, 0.0683, 0.0483, 0.0574, 0.0633, 0.0574, 0.0693, 0.0315, -0.0053, 0.0, 0.0231, 0.0208, 0.003, 0.0036, 0.0325, 0.0787, 0.0665, 0.0761, 0.0943, 0.1169, 0.1123, 0.1217, 0.1269, 0.1565, 0.1377, 0.1449, 0.1726, 0.1736, 0.1614, 0.1601, 0.1448, 0.1362, 0.1441, 0.1722, 0.197, 0.2135, 0.221, 0.1997, 0.2024, 0.2255, 0.2067, 0.1887, 0.2153, 0.1855, 0.1539, 0.1508, 0.1614, 0.1627, 0.1319, 0.1588, 0.137, 0.1148, 0.1026, 0.1002, 0.0694, 0.0002, -0.0401, -0.0433, -0.0865, -0.054, -0.0757, -0.0786, -0.0469, -0.0472, -0.006, -0.0164, -0.0341, -0.0569, -0.0472, -0.0411, -0.0603, -0.0854, -0.1045, -0.1001, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054207631204524228", "ticker_idx": 0, "ts": "2026-05-12T14:30:39+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe that more and more institutions will increase their position in Fluence over the next quarters... no, I won't change anything about my $FLNC position", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Holding FLNC long-term; expects institutional accumulation to build as hyperscaler deal details emerge and 2027 revenues approach.", "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": "quote", "lang": "en", "tweet_text": "A lot of questions regarding $FLNC today. I hope everyone understands that the market we live in today is not normal. \n\nIs a stock going down 15% worrying? I would say yes in normal circumstances. \n\nBut when that stock is still up 66% that week? I would say a 15% is pretty normal. \n\nThe main reason Fluence is up 66% is because of the SMA’s with Hyperscalers. The first revenues of these Hyperscalers would come in Q2 2027, if all goes right. \n\nWhen a stock gets pumped on hypothetical revenues in 2027, you will get days like this. It’s not normal that a stock gets re-rated the day after. Institutions gradually increase/decrease their position. This takes time. \n\nWhere will Fluence be next week? No clue. \n\nNext month? No clue. \n\nI believe that more and more institutions will increase their position in Fluence over the next quarters. I believe that the more information is available about the deals, the more those positions will increase. And by the time those revenues come in even more institutions will step in. \n\nWe all get spoiled by this market. Big traders influence the short-term market more than ever. \n\nDon’t worry too much about that volatility, know your thesis and hold long-term. \n\nSo to answer the question: no, I won’t change anything about my $FLNC position.", "reply_text": null, "parent_text": null, "quoted_text": "Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. \n\nThe earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can https://t.co/bKItxbRMtI", "parent_author": null, "ret_m1d": 0.1856202409838119, "ret_signed_m1d": 0.1856202409838119, "alpha_spy_m1d": 0.18410298980558593, "alpha_c_m1d": 0.18410298980558593, "bench_spy_m1d": 0.0015172511782259868, "bench_c_m1d": 0.0015172511782259868, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03853381900212138, "ret_signed_p1d": 0.03853381900212138, "alpha_spy_p1d": 0.03293898118751026, "alpha_c_p1d": 0.03293898118751026, "bench_spy_p1d": 0.00559483781461112, "bench_c_p1d": 0.00559483781461112, "ret_p1w": -0.15836469598181346, "ret_signed_p1w": -0.15836469598181346, "alpha_spy_p1w": -0.15233639335755667, "alpha_c_p1w": -0.15233639335755667, "bench_spy_p1w": -0.006028302624256798, "bench_c_p1w": -0.006028302624256798, "ret_p1m": 0.015977450263958914, "ret_signed_p1m": 0.015977450263958914, "alpha_spy_p1m": 0.033249642704760385, "alpha_c_p1m": 0.033249642704760385, "bench_spy_p1m": -0.01727219244080147, "bench_c_p1m": -0.01727219244080147, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.1805, -0.1325, -0.1325, -0.1645, -0.1809, -0.2218, -0.2223, -0.2448, -0.2251, -0.2326, -0.2387, -0.2697, -0.2895, -0.2989, -0.2575, -0.2594, -0.3055, -0.2622, -0.2068, -0.196, -0.2284, -0.2303, -0.2115, -0.2246, -0.2486, -0.2467, -0.289, -0.2782, -0.2411, -0.2317, -0.297, -0.3351, -0.3891, -0.3534, -0.3882, -0.375, -0.375, -0.3797, -0.3773, -0.3835, -0.3628, -0.3524, -0.3586, -0.3045, -0.2852, -0.2961, -0.364, -0.4065, -0.3999, -0.3656, -0.3647, -0.3712, -0.3722, -0.4196, -0.4441, -0.4276, -0.4272, -0.4206, -0.4037, -0.3628, -0.1086, 0.1353, 0.1856, 0.0, 0.0385, -0.016, -0.024, -0.0818, -0.1584, -0.11, -0.0512, 0.0099, 0.0099, 0.0023, -0.0028, 0.0038, -0.1128, 0.2758, 0.3116, 0.1678, 0.2758, 0.0766, 0.1311, 0.1024, 0.016, 0.141, 0.1142, 0.1363, 0.1241, 0.1006, 0.1654, 0.1654, 0.1837, -0.0033, -0.0719, -0.0893, -0.0945, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2060042402950193193", "ticker_idx": 0, "ts": "2026-05-28T16:55:57+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Amprius makes batteries for drones and it's widely considered the company with the best technology. The best technology is certainly not always the cheapest and financial backing for drone manufacturers will certainly help the business.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMPX: best-in-class drone battery tech + Pentagon financial backing for domestic drone makers as a durable tailwind.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "If you invest in waves, you always have a winner. On what looks like a balanced day in the market, $AMPX is up 26% today.\n\nDrone stocks are all up today. The Pentagon is actively exploring direct financial backing for domestic drone manufacturers. This proposed funding could involve government loans or even equity stakes in these companies.\n\nAmprius makes batteries for drones and it's widely considered the company with the best technology. The best technology is certainly not always the cheapest and financial backing for drone manufacturers will certainly help the business.", "reply_text": null, "parent_text": null, "quoted_text": "I've been looking into $AMPX lately, and I think this company could do really well again in 2026.\n\nLithium-ion batteries rely on graphite anodes, which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo", "parent_author": null, "ret_m1d": -0.1769784396424796, "ret_signed_m1d": -0.1769784396424796, "alpha_spy_m1d": -0.1714921267180466, "alpha_c_m1d": -0.17985534677720572, "bench_spy_m1d": -0.005486312924433023, "bench_c_m1d": 0.0028769071347261033, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.027338114359499066, "ret_signed_p1d": -0.027338114359499066, "alpha_spy_p1d": -0.029829519162948293, "alpha_c_p1d": -0.023483139769186367, "bench_spy_p1d": 0.0024914048034492264, "bench_c_p1d": -0.0038549745903126986, "ret_p1w": 0.08105518000659573, "ret_signed_p1w": 0.08105518000659573, "alpha_spy_p1w": 0.07775536409467443, "alpha_c_p1w": 0.06747629802579658, "bench_spy_p1w": 0.0032998159119213, "bench_c_p1w": 0.013578881980799151, "ret_p1m": -0.38081536636873303, "ret_signed_p1m": -0.38081536636873303, "alpha_spy_p1m": -0.3493656684909967, "alpha_c_p1m": -0.42595811246671644, "bench_spy_p1m": -0.03144969787773633, "bench_c_p1m": 0.04514274609798341, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.38081536636873303, "alpha_spy_stated": -0.3493656684909967, "alpha_c_stated": -0.42595811246671644, "price_path": [-0.4441, -0.4422, -0.3981, -0.2859, -0.2168, -0.1501, -0.1367, -0.1084, -0.1228, -0.1391, -0.1036, -0.0705, -0.0935, -0.0835, -0.1271, -0.1041, -0.1482, -0.14, -0.177, -0.2269, -0.294, -0.1914, -0.2556, -0.2326, -0.2326, -0.1578, -0.199, -0.1885, -0.2254, -0.1741, -0.118, -0.142, -0.1223, -0.0825, -0.1046, -0.0595, 0.0278, 0.0882, 0.0422, -0.0091, 0.0273, -0.0556, -0.0245, 0.0101, 0.001, -0.0225, 0.0264, 0.0643, -0.2273, -0.199, -0.152, -0.0969, -0.1597, -0.1429, -0.1918, -0.2388, -0.2576, -0.2772, -0.2662, -0.2312, -0.2312, -0.1448, -0.177, 0.0, -0.0273, 0.0432, 0.0988, 0.0427, 0.0811, -0.0556, -0.0969, -0.1645, -0.212, -0.1799, -0.2177, -0.1933, -0.2571, -0.2806, -0.2245, -0.2245, -0.2494, -0.3228, -0.3995, -0.3976, -0.3808, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047688117470048472", "ticker_idx": 0, "ts": "2026-04-24T14:44:26+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "why I think it will surge further ... Don't sleep on $PL", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long PL on surging defense backlog ($900M, +79% YoY), sovereign demand, NVIDIA AI partnership, and first-ever EBITDA profitability signaling further upside.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Starshield might be the best earth observation platform for governments. \n\nStill $PL surged 50% in their Defense & Intelligence segment.  \n\nHere is a breakdown on why that was possible and why I think it will surge further.\n\n1. The Power of Unclassified Intelligence:\nSpaceX’s Starshield is an absolute beast, but it is highly classified and built almost exclusively for the U.S. military. If the U.S. or NATO needs to share intelligence with non-cleared global allies, or expose adversarial troop movements to the public, they cannot use Starshield without exposing secret spy capabilities. \n\n$PL provides commercial, unclassified data that is instantly shareable on the world stage. Governments need both. \n \n2. Broad-Area Monitoring vs. Targeted Spying:\nClassified spy satellites are expensive and in incredibly high demand. Intelligence agencies use Planet’s daily, global scans to monitor massive geographic areas on a budget. When $PL's baseline data shows something suspicious, like a new military base or border buildup, the government then tasks its classified assets like Starshield to take a closer, highly targeted look. Planet frees up the heavy hitters.  \n\n3. Moving From Pixels to Answers:\nDefense agencies are drowning in raw satellite imagery and don't have enough human analysts to review it all. Planet shifted its business model to address this, notably partnering with NVIDIA to build GPU-native AI engines into its data pipeline. $PL is no longer just selling pictures; they are selling automated alerts. \n\nIf an adversary moves fighter jets to a contested airfield, Planet’s AI flags it instantly.  \n\nWhy I Think It Will Surge Further \n• A Massive, Locked-In Backlog: $PL just reported a backlog of over $900 million which is a 79% year-over-year increase that is nearly three times their current annual revenue. The defense demand isn't just theoretical, the money is already committed.  \n\n• The Sovereign Space Boom: International allies realize they can't rely 100% on U.S. classified intelligence. Buying a subscription to $PL gives nations like Germany and Sweden their own dedicated eyes in the sky without needing to spend billions building and launching their own satellite constellations.  \n\n• The Profitability Turning Point: After years of cash burn, $PL just achieved its first full fiscal year of adjusted EBITDA profitability ($15.5 million) and positive free cash flow. They now have the solid financial foundation required to scale their next-generation Pelican (high-resolution) and Tanager (hyperspectral) fleets.  \n\nStarshield is going to completely dominate the classified realm, but open-source Earth intelligence is officially a booming, highly profitable sector. Don't sleep on $PL.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08041767492255159, "ret_signed_m1d": 0.08041767492255159, "alpha_spy_m1d": 0.08810739414756108, "alpha_c_m1d": 0.07114063253600822, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": 0.009277042386543366, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00028222733120908394, "ret_signed_p1d": 0.00028222733120908394, "alpha_spy_p1d": -0.001440560506354549, "alpha_c_p1d": 5.030348879064839e-05, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": 0.00023192384241843556, "ret_p1w": 0.041196471663224266, "ret_signed_p1w": 0.041196471663224266, "alpha_spy_p1w": 0.03179793546719467, "alpha_c_p1w": 0.03835538242114689, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": 0.002841089242077377, "ret_p1m": 0.2514108406510258, "ret_signed_p1m": 0.2514108406510258, "alpha_spy_p1m": 0.20700936971591366, "alpha_c_p1m": 0.25546946354844546, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": -0.00405862289741965, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2514108406510258, "alpha_spy_stated": 0.20700936971591366, "alpha_c_stated": 0.25546946354844546, "price_path": [-0.208, -0.2133, -0.2565, -0.2954, -0.3552, -0.3242, -0.3857, -0.4235, -0.3719, -0.3222, -0.3569, -0.3891, -0.399, -0.3674, -0.3674, -0.3733, -0.3301, -0.2915, -0.3256, -0.329, -0.3028, -0.305, -0.2777, -0.3188, -0.2562, -0.2861, -0.2664, -0.3062, -0.2867, -0.2714, -0.2833, -0.2822, -0.2954, -0.3005, -0.3059, -0.2359, -0.2999, -0.2393, -0.0454, -0.0457, -0.1019, -0.002, -0.0858, -0.1292, -0.213, -0.2113, -0.1335, 0.0124, 0.0124, -0.0119, -0.0076, 0.0313, -0.0341, -0.0217, -0.0316, -0.0426, -0.0291, 0.1256, 0.0858, 0.0581, 0.0731, 0.1137, 0.0804, 0.0, 0.0003, -0.0116, -0.0384, 0.0432, 0.0412, 0.0875, 0.0477, 0.1199, -0.0056, 0.1016, 0.1806, 0.1479, 0.1495, 0.2144, 0.1744, 0.1741, 0.1735, 0.2037, 0.1986, 0.2514, 0.2514, 0.3634, 0.4244, 0.4503, 0.443, 0.3109, 0.3569, 0.217, 0.2283, -0.0909, -0.0762, -0.1205, -0.1332, -0.0358, -0.121, -0.1371, -0.204, -0.2037, -0.2034, -0.2034, -0.1882, -0.195, -0.2579, -0.252, -0.2362, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2069831599424733393", "ticker_idx": 0, "ts": "2026-06-24T17:14:43+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": "DRAM", "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Insane numbers are to be expected from the company", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish MU into earnings on massive expected revenue/EPS beats, HBM demand, and structural margin durability thesis.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$MU to save the market tonight as they report earnings. Insane numbers are to be expected from the company. \n\nRevenues are expected to reach $35,294 which would be a 279% YoY growth and a 48% QoQ growth. \n\nThe EPS numbers are even more insane. The expectations are that EPS will hit 20.28 which would be a staggering 962% YoY growht and a 66% QoQ growth. \n\nSome other points I'll look for in the earning calls:\n\n1. Updates on advanced HBM technology roadmaps\nHigh-Bandwidth Memory (HBM) is the specialized memory that sits directly next to AI processors (like Nvidia's chips) to feed them data at lightning speed. I want to know how Micron’s next-generation chips, like HBM4, are coming along. In the AI race, having the fastest, most power-efficient memory is the only way to stay competitive against rivals like SK Hynix and Samsung.\n\n2. Visibility into future HBM capacity allocation\nMicron’s HBM supply for 2026 is already effectively sold out. Because demand is so massive right now, the market wants to look further ahead. I will be listening for clues that Micron is already locking in binding customer contracts for 2027 and 2028. Cementing those long-term deals proves that the AI boom is creating sustained revenue, not just a temporary spike.\n\n3. Sustainability of DRAM and NAND pricing\nWhile HBM gets all the AI glory, traditional memory chips (DRAM for active memory, NAND for storage) still make up the bulk of Micron's sales. Because so much manufacturing space has been dedicated to HBM, regular chips are in short supply, which has driven their prices up. The big question is whether Micron can keep charging these premium prices, or if the market is going to cool off.\n\n4. Capital expenditure risks concerning potential oversupply\nThe memory industry has a notorious boom-and-bust history: companies see high demand, build too many factories, and accidentally flood the market, causing prices to crash. I want reassurance that Micron is expanding carefully and not setting the stage for a future oversupply.\n\n5. Management tone on structural margin durability\nProfit margins in the memory sector are currently at record highs. I will be analyzing the executive team's confidence levels on the earnings call. I want to know if management believes these massive profits are structural, meaning the AI revolution has permanently transformed the memory business into a more profitable industry, or if this is just a cyclical peak before margins inevitably drop again.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "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": 5, "stated_label": "p1w", "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:2041964792148115488", "ticker_idx": 0, "ts": "2026-04-08T19:41:58+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought $MRVL as a safe stock for the long-term couple of weeks ago. Great management with still a lot of potential. Easy to hold them a couple of years.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds MRVL long-term; bought as a safe stock with strong management and multi-year upside potential.", "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": "@aleabitoreddit I bought $MRVL as a safe stock for the long-term couple of weeks ago. Great management with still a lot of potential. Easy to hold them a couple of years.", "reply_text": null, "parent_text": "I feel like $COHR and $MRVL are the two \"They Do Everything\" longs.\n\nThat nobody actually knows what they do if you ask them in public.\n\n$NVDA? GPUs.\n$INTC? Foundry. \n\nMarvell? No clue.\nCoherent? No clue. \n\nThey're the Deloitte of Semis. \n\nBoth are really solid profitable longs https://t.co/2outElCJK3", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": -0.04429884981577248, "ret_signed_m1d": -0.04429884981577248, "alpha_spy_m1d": -0.01946180383670504, "alpha_c_m1d": 0.010132292717952796, "bench_spy_m1d": -0.02483704597906744, "bench_c_m1d": -0.054431142533725274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04788115796750425, "ret_signed_p1d": 0.04788115796750425, "alpha_spy_p1d": 0.042112140268318665, "alpha_c_p1d": 0.030407442143643992, "bench_spy_p1d": 0.005769017699185586, "bench_c_p1d": 0.01747371582386026, "ret_p1w": 0.17664816887909818, "ret_signed_p1w": 0.17664816887909818, "alpha_spy_p1w": 0.14124934520400245, "alpha_c_p1w": 0.10552364032233963, "bench_spy_p1w": 0.035398823675095725, "bench_c_p1w": 0.07112452855675855, "ret_p1m": 0.39877755201606546, "ret_signed_p1m": 0.39877755201606546, "alpha_spy_p1m": 0.31657466203981066, "alpha_c_p1m": 0.12170397205358396, "bench_spy_p1m": 0.0822028899762548, "bench_c_p1m": 0.2770735799624815, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2729, -0.2758, -0.2744, -0.2904, -0.2977, -0.297, -0.297, -0.3028, -0.2787, -0.2739, -0.299, -0.2855, -0.2754, -0.2694, -0.2893, -0.3104, -0.3127, -0.34, -0.3558, -0.3516, -0.2986, -0.2805, -0.2834, -0.2893, -0.3165, -0.3131, -0.3131, -0.3097, -0.309, -0.3044, -0.3055, -0.3203, -0.3151, -0.293, -0.3072, -0.2862, -0.2935, -0.3228, -0.3177, -0.3388, -0.2174, -0.1905, -0.1848, -0.2098, -0.234, -0.2323, -0.1998, -0.2067, -0.2344, -0.2177, -0.2319, -0.2122, -0.193, -0.1398, -0.1465, -0.171, -0.2328, -0.1346, -0.0676, -0.0641, -0.0641, -0.0432, -0.0443, 0.0, 0.0479, 0.1232, 0.1478, 0.1699, 0.1766, 0.1659, 0.2211, 0.2924, 0.3227, 0.3753, 0.4473, 0.4364, 0.383, 0.3395, 0.3687, 0.4437, 0.442, 0.4307, 0.4752, 0.5049, 0.3988, 0.4872, 0.4935, 0.438, 0.5556, 0.5961, 0.5463, 0.4768, 0.5409, 0.633, 0.667, 0.7163, 0.7163, 0.8206, 0.737, 0.7906, 0.7921, 0.9182, 1.542, 1.637, 1.7662, 1.3032, 1.5251, 1.333, 1.2081, 1.4539, 1.4451, 1.7002, 1.4361, 1.5311, 1.715, 1.715, 1.6913, 1.4393, 1.4189, 1.4587, 1.3321, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2039042644374893049", "ticker_idx": 0, "ts": "2026-03-31T18:10:24+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST got a major catalyst in June. American companies won't be able to buy Chinese Lidar any more. This makes that Ouster basically got a monopoly on the US market starting from June 2026.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish OUST: ban on Chinese lidar gives Ouster a near-monopoly on US market from June 2026.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@gregory_FTA Yeah, I don't really look at graphs. But $OUST got a major catalyst in June. American companies won't be able to buy Chinese Lidar any more. This makes that Ouster basically got a monopoly on the US market starting from June 2026.", "reply_text": null, "parent_text": "@Kaizen_Investor Cup and handle setup that never seems to be able to \"handle\".    Growth isn't there for me, yet anyway.   Take away one time occurrence last quarter, leaves very mediocre growth.", "quoted_text": null, "parent_author": "gregory_FTA", "ret_m1d": -0.0947197386486025, "ret_signed_m1d": -0.0947197386486025, "alpha_spy_m1d": -0.06647294681763782, "alpha_c_m1d": -0.05408773130921285, "bench_spy_m1d": -0.02824679183096468, "bench_c_m1d": -0.04063200733938965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013609144723938593, "ret_signed_p1d": 0.013609144723938593, "alpha_spy_p1d": 0.006074653313635103, "alpha_c_p1d": -0.001515069571801142, "bench_spy_p1d": 0.00753449141030349, "bench_c_p1d": 0.015124214295739735, "ret_p1w": 0.05225906590174767, "ret_signed_p1w": 0.05225906590174767, "alpha_spy_p1w": 0.03860477029130527, "alpha_c_p1w": 0.01817334397343595, "bench_spy_p1w": 0.013654295610442402, "bench_c_p1w": 0.03408572192831172, "ret_p1m": 0.390310274835739, "ret_signed_p1m": 0.390310274835739, "alpha_spy_p1m": 0.29614414002936207, "alpha_c_p1m": 0.1930942954092041, "bench_spy_p1m": 0.09416613480637692, "bench_c_p1m": 0.1972159794265349, "ret_p3m": 1.2874250701186805, "ret_signed_p3m": 1.2874250701186805, "alpha_spy_p3m": 1.163600561337881, "alpha_c_p3m": 0.9230461232052232, "bench_spy_p3m": 0.12382450878079942, "bench_c_p3m": 0.3643789469134573, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.390310274835739, "alpha_spy_stated": 0.29614414002936207, "alpha_c_stated": 0.1930942954092041, "price_path": [0.178, 0.2722, 0.35, 0.399, 0.399, 0.5068, 0.5171, 0.4872, 0.4758, 0.5106, 0.4916, 0.4349, 0.4349, 0.3337, 0.3767, 0.4829, 0.3522, 0.3157, 0.3288, 0.2999, 0.2782, 0.1339, 0.1067, 0.1034, 0.0441, -0.0582, 0.0572, 0.1464, 0.092, 0.0283, -0.0109, 0.0218, 0.0218, 0.0125, 0.012, 0.0386, 0.0136, -0.0169, 0.0152, 0.0778, 0.0686, 0.0316, 0.1023, 0.1824, 0.2183, 0.153, 0.1034, 0.1187, 0.2177, 0.3473, 0.2281, 0.1688, 0.1595, 0.1644, 0.129, 0.1464, 0.0915, 0.153, 0.1198, 0.1007, 0.0512, -0.0387, -0.0947, 0.0, 0.0136, 0.061, 0.061, 0.0512, 0.0523, 0.1029, 0.0904, 0.1263, 0.1911, 0.2749, 0.3304, 0.3157, 0.3206, 0.4774, 0.503, 0.5112, 0.4377, 0.5362, 0.4654, 0.4224, 0.3903, 0.4676, 0.4398, 0.5324, 0.5569, 0.6002, 0.3342, 0.3718, 0.4589, 0.4752, 0.8601, 0.8977, 0.8977, 0.6734, 0.6179, 0.6805, 0.9102, 1.0158, 1.0158, 1.3244, 1.4077, 1.3043, 1.5068, 1.4458, 1.5057, 1.393, 1.5634, 1.16, 1.2254, 1.0969, 1.0898, 1.1562, 1.1666, 1.4594, 1.3261, 1.2167, 1.5351, 1.5351, 1.5955, 1.4584, 1.2161, 1.2765, 1.2874, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2062599091347984517", "ticker_idx": 0, "ts": "2026-06-04T18:15:19+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "They ended FY26 with a massive backlog, up 79% YoY. The most critical metric tonight is the pace of converting those RPOs into recognized revenue.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish PL into Q1 earnings: watching backlog conversion, European sovereign deals, margin trajectory, and fleet deployment for FY27 profitability.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Today $PL announces their Q1 earnings. Here are my preparation notes:\n\n- On top and bottom line expectations: The consensus is sitting at roughly $90M in revenue, which would represent about 36% YoY growth, right at the top end of their $87M -$91M guidance. EPS is expected to come in at a loss of $0.03 to $0.04. The focus is on whether they can beat that top line after last quarter's break-even EPS surprise.\n\n- On the $900M backlog: They ended FY26 with a massive backlog, up 79% YoY. The most critical metric tonight is the pace of converting those RPOs into recognized revenue. I want to hear management's visibility on the contract pipeline and whether long sales cycles are causing any revenue bottlenecks.\n\n- On recent European & sovereign contracts: The demand side looks robust. In May alone, they announced 7-figure deals with both the Greek government and the Czech Republic (specifically for AI-powered agriculture monitoring), building on the previous Swedish Armed Forces deal. I'm looking for confirmation that these government contracts carry the high margins needed to fuel the compounding SaaS model.\n\n- On fleet deployment and launch cadence: Progress on the next-gen Pelican and Tanager constellations is essential. With the broader space economy evolving rapidly and potential launch supply chain catalysts on the horizon later this month, any delays or bottlenecks in getting these high-resolution and hyperspectral assets into orbit will directly push back their highest-margin product lines.\n\n- On margins and FY27 profitability: Q1 non-GAAP gross margins were guided to 49-51%. For the full year, the target is 50-52% with positive adjusted EBITDA ($0-$10M). I'll be listening for any commentary on pricing power and whether satellite replacement or launch costs are eating into that operational leverage.", "reply_text": null, "parent_text": null, "quoted_text": "$PL earnings call just ended, here are my notes:\n\n- On Project Suncatcher: It is still early days, but things are going well. It's an interesting space with a lot of potential. But it's still a research project; no potential revenue was given.\n\n- On the collaboration with $NVDA:", "parent_author": null, "ret_m1d": -0.009189012690068887, "ret_signed_m1d": -0.009189012690068887, "alpha_spy_m1d": -0.005424551643289255, "alpha_c_m1d": 0.002788770814763475, "bench_spy_m1d": -0.0037644610467796324, "bench_c_m1d": -0.011977783504832362, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.2598207644327537, "ret_signed_p1d": -0.2598207644327537, "alpha_spy_p1d": -0.23401139318382802, "alpha_c_p1d": -0.2485808794956097, "bench_spy_p1d": -0.025809371248925683, "bench_c_p1d": -0.011239884937144007, "ret_p1w": -0.2150241413469378, "ret_signed_p1w": -0.2150241413469378, "alpha_spy_p1w": -0.1894921642002675, "alpha_c_p1w": -0.2092906225867046, "bench_spy_p1w": -0.025531977146670326, "bench_c_p1w": -0.005733518760233203, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.4068, -0.4165, -0.4156, -0.4264, -0.4305, -0.4349, -0.3779, -0.43, -0.3807, -0.2228, -0.2231, -0.2688, -0.1875, -0.2557, -0.2911, -0.3593, -0.3579, -0.2945, -0.1757, -0.1757, -0.1955, -0.1921, -0.1603, -0.2136, -0.2035, -0.2116, -0.2205, -0.2095, -0.0836, -0.116, -0.1385, -0.1263, -0.0933, -0.1204, -0.1858, -0.1856, -0.1953, -0.2171, -0.1507, -0.1523, -0.1146, -0.147, -0.0882, -0.1904, -0.1031, -0.0388, -0.0655, -0.0641, -0.0113, -0.0439, -0.0441, -0.0446, -0.02, -0.0241, 0.0188, 0.0188, 0.11, 0.1597, 0.1808, 0.1748, 0.0673, 0.1048, -0.0092, 0.0, -0.2598, -0.2479, -0.2839, -0.2943, -0.215, -0.2844, -0.2975, -0.3519, -0.3517, -0.3515, -0.3515, -0.3391, -0.3446, -0.3958, -0.391, -0.3781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034242512282321214", "ticker_idx": 0, "ts": "2026-03-18T12:16:23+00:00", "symbol": "OSS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "everything behind the numbers looks fantastic for $OSS... their core business of building rugged computers for AI is booming... Looking ahead to 2026, management is incredibly optimistic... Looks extremely optimistic for all shareholders", "tweet_type": "analysis", "timeline": "quarters", "summary": "Bullish OSS post-Q4: booming AI rugged-computer business, record profitability, strong pipeline, and optimistic 2026 outlook.", "resolved_tickers": ["OSS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "$OSS just reported Q4 earnings. I'm honestly a bit confused on the revenue figures. I get the historical and expectations data from fiscalAI, and it looks like they changed expectations. It looks like a great double beat now. \n\nAnyway, everything behind the numbers looks fantastic for $OSS. The pre-market gains are dropping a bit to 6%, meaning this news was expected by insiders. \n\nThe main takeaway is that their core business of building rugged computers for AI is booming. They achieved massive sales growth and record profitability, driven by surging demand across defense and commercial markets. \n\nBy selling off their Bressner subsidiary, OSS smartly streamlined operations and built a strong cash position to focus purely on high-growth opportunities.\n\nLooking ahead to 2026, management is incredibly optimistic. With a deep pipeline of military contracts and commercial projects, they are perfectly positioned for continued, predictable growth.\n\nLooks extremely optimistic for all shareholders.", "reply_text": null, "parent_text": null, "quoted_text": "$OSS to report earnings before the bell. They are currently already up 9% in pre-market, which is often a good sign. \n\nIt will be important to see continued momentum and expansion within their defense and aerospace contracts, which provide crucial stability for the company. EPS https://t.co/YGUR2FjKRm", "parent_author": null, "ret_m1d": -0.048932402307348855, "ret_signed_m1d": -0.048932402307348855, "alpha_spy_m1d": -0.06308350629717852, "alpha_c_m1d": -0.0603848715221994, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.011452469214850547, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08629887305220074, "ret_signed_p1d": -0.08629887305220074, "alpha_spy_p1d": -0.08383458477685646, "alpha_c_p1d": -0.08970554303395661, "bench_spy_p1d": -0.002464288275344284, "bench_c_p1d": 0.003406669981755872, "ret_p1w": -0.19217080884310644, "ret_signed_p1w": -0.19217080884310644, "alpha_spy_p1w": -0.18791303746178312, "alpha_c_p1w": -0.18470509479339225, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.007465714049714189, "ret_p1m": -0.1316725598197318, "ret_signed_p1m": -0.1316725598197318, "alpha_spy_p1m": -0.195392464383758, "alpha_c_p1m": -0.23495621670688516, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.10328365688715335, "ret_p3m": 0.532918139954933, "ret_signed_p3m": 0.532918139954933, "alpha_spy_p3m": 0.3885922416340053, "alpha_c_p3m": 0.14100418592380115, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.39191395403113183, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": 0.532918139954933, "alpha_spy_stated": 0.3885922416340053, "alpha_c_stated": 0.14100418592380115, "price_path": [-0.3461, -0.3541, -0.3407, -0.3568, -0.3568, -0.3603, -0.3665, -0.3639, -0.3612, -0.3612, -0.395, -0.3861, -0.427, -0.2998, -0.218, -0.282, -0.0703, 0.0053, 0.04, -0.0347, -0.0516, -0.0516, -0.0409, 0.0383, 0.0089, -0.0569, -0.0996, -0.0649, -0.0783, -0.0552, -0.1201, -0.1504, -0.1512, -0.2028, -0.2838, -0.1779, -0.1415, -0.153, -0.1593, -0.2393, -0.226, -0.226, -0.2633, -0.2571, -0.0623, -0.1352, -0.1931, -0.1815, -0.1948, -0.1877, -0.2656, -0.2327, -0.2625, -0.2536, -0.2456, -0.2518, -0.2082, -0.161, -0.1183, -0.097, -0.1032, -0.0916, -0.0489, 0.0, -0.0863, -0.2153, -0.1806, -0.1957, -0.1922, -0.2402, -0.3181, -0.3585, -0.3265, -0.3541, -0.3203, -0.3203, -0.3132, -0.3221, -0.2909, -0.3034, -0.306, -0.2117, -0.2206, -0.1254, -0.1317, -0.1174, -0.0996, -0.1165, -0.0747, -0.1299, -0.1361, -0.1148, -0.1753, -0.218, -0.1557, -0.1077, -0.1317, -0.1308, 0.3639, 0.3434, 0.395, 0.4164, 0.3835, 0.411, 0.5338, 0.4653, 0.4226, 0.371, 0.3959, 0.4689, 0.5863, 0.5863, 0.5516, 0.5623, 0.5934, 0.6174, 0.6868, 0.7749, 0.6922, 0.6815, 0.5027, 0.4671, 0.3977, 0.4021, 0.4982, 0.4813, 0.5329, 0.605, 0.6174, 0.6406, 0.6406, 0.6183, 0.5142, 0.4333, 0.4413, 0.4448, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047733424895430815", "ticker_idx": 0, "ts": "2026-04-24T17:44:28+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I started a position last Friday, which is already up 30%. Trading under $FTC, it's wild how long they've managed to fly under the radar.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Filtronic (FTC): commercial monopoly in E-band GaN SSPAs for SpaceX Starlink, SpaceX warrant agreement, and TAM expansion potential into V-band.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "If you are looking to learn more about new companies over the weekend, I recommend you looking into Filtronic.\n\nI started a position last Friday, which is already up 30%.\n\nTrading under $FTC, it’s wild how long they've managed to fly under the radar. With a market cap around $600M, they serve as an essential chokepoint for SpaceX's Starlink, providing the technology that gives SpaceX a major advantage over Amazon's rival Project Kuiper.\n\nWhat they do is highly specialized but absolutely crucial. Filtronic effectively holds a commercial monopoly where High-Power, E-Band, GaN (Gallium Nitride), and SSPAs (Solid State Power Amplifiers) intersect. \n\nThis hardware is mandatory for transmitting massive data volumes to and from space without the equipment melting down. Competing options, like older GaAs tech or crowded Ka-band frequencies, simply don't have the power or efficiency to keep up.\n\nWhile the current total addressable market (TAM) for E-band ground gateways is fairly niche, Filtronic's intellectual property is unmatched. SpaceX knows this, which is why they signed a warrant agreement that could grant them up to a 15% stake in the company. In exchange, SpaceX is heavily subsidizing Filtronic's R&D to build the next generation of V-band GaN SSPAs.\n\nIf they successfully develop the V-band, their TAM will skyrocket, expanding from a few thousand ground stations to tens of millions of consumer and enterprise terminals.\n\nMore in the article", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": 0.1065420560747663, "ret_signed_m1d": 0.1065420560747663, "alpha_spy_m1d": 0.1142317752997758, "alpha_c_m1d": 0.11850638850061501, "bench_spy_m1d": -0.007689719225009495, "bench_c_m1d": -0.011964332425848712, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016822429906542036, "ret_signed_p1d": -0.016822429906542036, "alpha_spy_p1d": -0.01854521774410567, "alpha_c_p1d": -0.01046174069411876, "bench_spy_p1d": 0.001722787837563633, "bench_c_p1d": -0.006360689212423276, "ret_p1w": 0.07289719626168223, "ret_signed_p1w": 0.07289719626168223, "alpha_spy_p1w": 0.06349866006565263, "alpha_c_p1w": 0.0735030209134857, "bench_spy_p1w": 0.009398536196029594, "bench_c_p1w": -0.0006058246518034771, "ret_p1m": 0.5327102803738317, "ret_signed_p1m": 0.5327102803738317, "alpha_spy_p1m": 0.48830880943871957, "alpha_c_p1m": 0.5151424221424359, "bench_spy_p1m": 0.04440147093511215, "bench_c_p1m": 0.01756785823139584, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5327102803738317, "alpha_spy_stated": 0.48830880943871957, "alpha_c_stated": 0.5151424221424359, "price_path": [-0.3084, -0.3159, -0.2935, -0.3159, -0.3047, -0.271, -0.2561, -0.2542, -0.2374, -0.2598, -0.2636, -0.2673, -0.2636, -0.2374, -0.2486, -0.2336, -0.2449, -0.2486, -0.2598, -0.2523, -0.2523, -0.2598, -0.2449, -0.2523, -0.2972, -0.2598, -0.271, -0.2841, -0.3308, -0.286, -0.2617, -0.271, -0.2822, -0.3065, -0.3009, -0.3103, -0.3664, -0.3981, -0.3645, -0.3645, -0.3121, -0.3159, -0.3009, -0.2972, -0.2822, -0.2486, -0.2336, -0.2336, -0.2336, -0.2374, -0.2075, -0.2374, -0.2523, -0.2561, -0.2299, -0.1925, -0.1738, -0.129, -0.0841, -0.0654, 0.0056, 0.0579, 0.1065, 0.0, -0.0168, 0.0093, 0.0879, 0.0729, 0.0729, 0.3084, 0.271, 0.514, 0.4206, 0.4, 0.3383, 0.5065, 0.5252, 0.514, 0.5364, 0.6804, 0.7533, 0.514, 0.4168, 0.4168, 0.5327, 0.4542, 0.3645, 0.4579, 0.4766, 0.3458, 0.0729, 0.2187, 0.271, 0.4579, 0.271, 0.1776, 0.1589, 0.215, 0.2579, 0.4075, 0.3832, 0.3832, 0.4093, 0.4206, 0.271, 0.1589, 0.0467, -0.1402, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2046671511537226148", "ticker_idx": 0, "ts": "2026-04-21T19:24:48+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market finally started to realise how important $AMPX is for the drone and eVTOL sector.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AMPX as a key beneficiary in drone/eVTOL sector on silicon anode battery technology.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "Market finally started to realise how important $AMPX is for the drone and eVTOL sector. https://t.co/DxzeyB8hTf", "reply_text": null, "parent_text": null, "quoted_text": "$AMPX one of the main winners of this milestone. Amprius is uniquely positioned to benefit because the success of eVTOL aircraft hinges entirely on battery performance.\n\nThe energy demands are extreme, requiring the ultra-high density that Amprius’s silicon anode technology https://t.co/xMDzyqkpLh", "parent_author": null, "ret_m1d": -0.08492765603856067, "ret_signed_m1d": -0.08492765603856067, "alpha_spy_m1d": -0.09151769315396263, "alpha_c_m1d": -0.09927662025733575, "bench_spy_m1d": 0.006590037115401959, "bench_c_m1d": 0.014348964218775073, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05879609010446529, "ret_signed_p1d": 0.05879609010446529, "alpha_spy_p1d": 0.04866937800934634, "alpha_c_p1d": 0.061129351494605855, "bench_spy_p1d": 0.01012671209511895, "bench_c_p1d": -0.002333261390140562, "ret_p1w": -0.08119457519083273, "ret_signed_p1w": -0.08119457519083273, "alpha_spy_p1w": -0.0920029313492039, "alpha_c_p1w": -0.07851138258689039, "bench_spy_p1w": 0.010808356158371168, "bench_c_p1w": -0.0026831926039423415, "ret_p1m": -0.29678023890720584, "ret_signed_p1m": -0.29678023890720584, "alpha_spy_p1m": -0.3495724982535211, "alpha_c_p1m": -0.2926387913929175, "bench_spy_p1m": 0.05279225934631526, "bench_c_p1m": -0.0041414475142883544, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.29678023890720584, "alpha_spy_stated": -0.3495724982535211, "alpha_c_stated": -0.2926387913929175, "price_path": [-0.4424, -0.4788, -0.4914, -0.4596, -0.441, -0.3663, -0.4195, -0.3864, -0.315, -0.4214, -0.5063, -0.4288, -0.4172, -0.461, -0.4816, -0.5245, -0.5348, -0.5348, -0.5441, -0.5376, -0.517, -0.5558, -0.524, -0.496, -0.4839, -0.4624, -0.4993, -0.4592, -0.4573, -0.4144, -0.3052, -0.238, -0.1731, -0.1601, -0.1325, -0.1465, -0.1624, -0.1279, -0.0957, -0.1181, -0.1083, -0.1507, -0.1283, -0.1713, -0.1633, -0.1993, -0.2478, -0.3131, -0.2133, -0.2758, -0.2534, -0.2534, -0.1806, -0.2207, -0.2105, -0.2464, -0.1965, -0.1419, -0.1652, -0.1461, -0.1073, -0.1288, -0.0849, 0.0, 0.0588, 0.014, -0.0359, -0.0005, -0.0812, -0.0509, -0.0173, -0.0261, -0.049, -0.0014, 0.0355, -0.2483, -0.2207, -0.175, -0.1213, -0.1825, -0.1661, -0.2137, -0.2594, -0.2776, -0.2968, -0.286, -0.252, -0.252, -0.168, -0.1993, -0.0271, -0.0537, 0.0149, 0.0691, 0.0145, 0.0518, -0.0812, -0.1213, -0.1871, -0.2333, -0.2021, -0.2389, -0.2151, -0.2772, -0.3, -0.2455, -0.2455, -0.2697, -0.3411, -0.4158, -0.4139, -0.3976, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2035367276191354932", "ticker_idx": 0, "ts": "2026-03-21T14:45:48+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the risk-reward is still in $PL favour imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Favors PL over SATL on risk-reward; PL has cash optionality including potential to acquire SATL.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Marsh1L Great company but they are in a completely different phase right now. They still have a lot to prove and the P/S ratio is around the same level. With the cash $PL is having available, they can buy $SATL. So the risk-reward is still in $PL favour imo. \n\nhttps://t.co/bWcfCSDZp0", "reply_text": null, "parent_text": "@Kaizen_Investor Any thoughts on SATL?", "quoted_text": null, "parent_author": "Marsh1L", "ret_m1d": 0.00029574619517225287, "ret_signed_m1d": 0.00029574619517225287, "alpha_spy_m1d": 0.010686633198290996, "alpha_c_m1d": 0.011537728520850554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.058840916294352064, "ret_signed_p1d": -0.058840916294352064, "alpha_spy_p1d": -0.05548410181717456, "alpha_c_p1d": -0.06466740646234348, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1753400460876794, "ret_signed_p1w": -0.1753400460876794, "alpha_spy_p1w": -0.1396202982670598, "alpha_c_p1w": -0.13584295905132215, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.12448252875404231, "ret_signed_p1m": 0.12448252875404231, "alpha_spy_p1m": 0.050174446909467596, "alpha_c_p1m": 0.07302587806792138, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": -0.1652868185401959, "ret_signed_p3m": -0.1652868185401959, "alpha_spy_p3m": -0.30762221353078156, "alpha_c_p3m": -0.2748238392727518, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12448252875404231, "alpha_spy_stated": 0.050174446909467596, "alpha_c_stated": 0.07302587806792138, "price_path": [-0.3992, -0.3992, -0.4276, -0.4125, -0.4163, -0.4169, -0.4169, -0.3965, -0.3675, -0.3542, -0.3315, -0.3365, -0.3285, -0.2478, -0.2513, -0.2096, -0.1638, -0.149, -0.149, -0.1721, -0.22, -0.2295, -0.2034, -0.2351, -0.17, -0.1756, -0.2209, -0.2617, -0.3244, -0.2918, -0.3563, -0.3959, -0.3418, -0.2898, -0.3261, -0.3598, -0.3702, -0.3371, -0.3371, -0.3433, -0.298, -0.2575, -0.2933, -0.2969, -0.2694, -0.2717, -0.2431, -0.2862, -0.2206, -0.2519, -0.2312, -0.2729, -0.2525, -0.2365, -0.249, -0.2478, -0.2617, -0.267, -0.2726, -0.1993, -0.2664, -0.2028, 0.0003, 0.0, -0.0588, 0.0458, -0.042, -0.0875, -0.1753, -0.1736, -0.092, 0.0609, 0.0609, 0.0355, 0.0399, 0.0807, 0.0121, 0.0251, 0.0148, 0.0033, 0.0174, 0.1795, 0.1378, 0.1088, 0.1245, 0.1671, 0.1322, 0.0479, 0.0482, 0.0358, 0.0077, 0.0931, 0.0911, 0.1396, 0.0979, 0.1736, 0.042, 0.1543, 0.2371, 0.2028, 0.2046, 0.2726, 0.2306, 0.2303, 0.2297, 0.2614, 0.2561, 0.3114, 0.3114, 0.4287, 0.4926, 0.5198, 0.5121, 0.3737, 0.4219, 0.2753, 0.2871, -0.0473, -0.0319, -0.0784, -0.0917, 0.0103, -0.0789, -0.0958, -0.1659, -0.1656, -0.1653, -0.1653, -0.1493, -0.1564, -0.2224, -0.2161, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2044854881022804341", "ticker_idx": 0, "ts": "2026-04-16T19:06:09+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My price target is $40, with the real price catalyst in Q3 earnings", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long OUST with $40 PT; expects Q3 earnings as the key price catalyst.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@lngtermcapital My price target is $40, with the real price catalyst in Q3 earnings.", "reply_text": null, "parent_text": "@Kaizen_Investor You still like $OUST here?", "quoted_text": null, "parent_author": "lngtermcapital", "ret_m1d": 0.01117089188710807, "ret_signed_m1d": 0.01117089188710807, "alpha_spy_m1d": 0.013622215779047875, "alpha_c_m1d": 0.02248522489638416, "bench_spy_m1d": -0.002451323891939805, "bench_c_m1d": -0.01131433300927609, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0037236306290360233, "ret_signed_p1d": 0.0037236306290360233, "alpha_spy_p1d": -0.008362055472608043, "alpha_c_p1d": -0.01160329699713869, "bench_spy_p1d": 0.012085686101644066, "bench_c_p1d": 0.015326927626174713, "ret_p1w": 0.0926768623933587, "ret_signed_p1w": 0.0926768623933587, "alpha_spy_p1w": 0.08299976684414068, "alpha_c_p1w": 0.06754862799327621, "bench_spy_p1w": 0.009677095549218029, "bench_c_p1w": 0.025128234400082494, "ret_p1m": 0.4422838436207712, "ret_signed_p1m": 0.4422838436207712, "alpha_spy_p1m": 0.3888248719436438, "alpha_c_p1m": 0.2828312182449013, "bench_spy_p1m": 0.05345897167712743, "bench_c_p1m": 0.1594526253758699, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [0.0906, 0.0137, 0.0463, 0.127, 0.0277, 0.0, 0.0099, -0.012, -0.0285, -0.1382, -0.1589, -0.1614, -0.2065, -0.2842, -0.1965, -0.1287, -0.17, -0.2185, -0.2482, -0.2234, -0.2234, -0.2305, -0.2309, -0.2106, -0.2296, -0.2528, -0.2284, -0.1808, -0.1878, -0.216, -0.1622, -0.1014, -0.0741, -0.1237, -0.1614, -0.1498, -0.0745, 0.024, -0.0666, -0.1117, -0.1187, -0.115, -0.1419, -0.1287, -0.1705, -0.1237, -0.1489, -0.1634, -0.2011, -0.2693, -0.312, -0.24, -0.2296, -0.1936, -0.1936, -0.2011, -0.2002, -0.1618, -0.1713, -0.144, -0.0947, -0.031, 0.0112, 0.0, 0.0037, 0.1229, 0.1423, 0.1485, 0.0927, 0.1676, 0.1138, 0.0811, 0.0567, 0.1154, 0.0943, 0.1647, 0.1833, 0.2162, 0.0141, 0.0426, 0.1088, 0.1212, 0.4137, 0.4423, 0.4423, 0.2718, 0.2296, 0.2772, 0.4518, 0.5321, 0.5321, 0.7667, 0.83, 0.7513, 0.9053, 0.8589, 0.9044, 0.8188, 0.9483, 0.6417, 0.6914, 0.5937, 0.5883, 0.6388, 0.6467, 0.8693, 0.7679, 0.6847, 0.9268, 0.9268, 0.9727, 0.8684, 0.6843, 0.7302, 0.7385, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047304253576810675", "ticker_idx": 0, "ts": "2026-04-23T13:19:05+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The market does not fully realise the disruption Filtronic will bring to this $1.2 billion industry", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long Filtronic: strategic SpaceX partner in V-band GaN, $600M cap misunderstood by market in $1.2B industry.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Filtronic already up 26% this week. \n\nSpaceX manufacturers 85% of its rocket and spacecraft components in-house. \n\nThe big chunk of the remaining 15% are raw materials or standard electronic components. \n\nNot with Filtronic, the $600M market cap company is a strategic partner for SpaceX. \n\nThe market does not fully realise the disruption Filtronic will bring to this $1.2 billion industry.", "reply_text": null, "parent_text": null, "quoted_text": "Major players like SpaceX and $AMZN have already secured FCC approval for thousands of V-band satellites, while companies like Astra Space and Boeing are actively exploring their own constellations.\n\nCurrently, only a few suppliers can manufacture the necessary V-band GaN https://t.co/6nxguekPbW", "parent_author": null, "ret_m1d": -0.04946996466431097, "ret_signed_m1d": -0.04946996466431097, "alpha_spy_m1d": -0.053365824354627, "alpha_c_m1d": -0.06019968294786027, "bench_spy_m1d": 0.003895859690316028, "bench_c_m1d": 0.010729718283549294, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04593639575971742, "ret_signed_p1d": 0.04593639575971742, "alpha_spy_p1d": 0.038187086522485814, "alpha_c_p1d": 0.033827184707424296, "bench_spy_p1d": 0.007749309237231605, "bench_c_p1d": 0.012109211052293123, "ret_p1w": 0.028268551236749095, "ret_signed_p1w": 0.028268551236749095, "alpha_spy_p1w": 0.013856876233883542, "alpha_c_p1w": 0.017078962420420174, "bench_spy_p1w": 0.014411675002865554, "bench_c_p1w": 0.011189588816328921, "ret_p1m": 0.33922261484098937, "ret_signed_p1m": 0.33922261484098937, "alpha_spy_p1m": 0.28672775393978167, "alpha_c_p1m": 0.3093328126542396, "bench_spy_p1m": 0.052494860901207696, "bench_c_p1m": 0.029889802186749748, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33922261484098937, "alpha_spy_stated": 0.28672775393978167, "alpha_c_stated": 0.3093328126542396, "price_path": [-0.311, -0.3216, -0.3463, -0.3534, -0.3322, -0.3534, -0.3428, -0.311, -0.2968, -0.2951, -0.2792, -0.3004, -0.3039, -0.3074, -0.3039, -0.2792, -0.2898, -0.2756, -0.2862, -0.2898, -0.3004, -0.2933, -0.2933, -0.3004, -0.2862, -0.2933, -0.3357, -0.3004, -0.311, -0.3233, -0.3675, -0.3251, -0.3021, -0.311, -0.3216, -0.3445, -0.3392, -0.3481, -0.4011, -0.4311, -0.3993, -0.3993, -0.3498, -0.3534, -0.3392, -0.3357, -0.3216, -0.2898, -0.2756, -0.2756, -0.2756, -0.2792, -0.2509, -0.2792, -0.2933, -0.2968, -0.2721, -0.2367, -0.2191, -0.1767, -0.1343, -0.1166, -0.0495, 0.0, 0.0459, -0.0548, -0.0707, -0.0459, 0.0283, 0.0141, 0.0141, 0.2367, 0.2014, 0.4311, 0.3428, 0.3233, 0.265, 0.424, 0.4417, 0.4311, 0.4523, 0.5883, 0.6572, 0.4311, 0.3392, 0.3392, 0.4488, 0.3746, 0.2898, 0.3781, 0.3958, 0.2721, 0.0141, 0.1519, 0.2014, 0.3781, 0.2014, 0.1131, 0.0954, 0.1484, 0.189, 0.3304, 0.3074, 0.3074, 0.3322, 0.3428, 0.2014, 0.0954, -0.0106, -0.1873, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2063979134942888202", "ticker_idx": 0, "ts": "2026-06-08T13:39:07+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "A lot of investors wondering how to profit from the new NVIDIA's 800V HVDC architecture. $WOLF published a great white paper on why SiC is necessary for the pivot.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long WOLF as the key SiC beneficiary of AI data center 800V HVDC architecture requiring Solid-State Transformers.", "resolved_tickers": ["WOLF"], "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": "A lot of investors wondering how to profit form the new NVIDIA's 800V HVDC architecture. $WOLF published a great white paper on why SiC is necessary for the pivot. Here is my summary of the paper:\n\nNext generation AI factories require massive amounts of power. Delivering power at 800V DC reduces wiring requirements, improves efficiency, and allows for mu higher GPU density in server racks. \n\nHowever the major bottleneck is getting power from the utility grid to the data center. Currently, this relies on conventional medium-voltage (MV) iron-core transformers, which use heavy copper windings and magnetic cores to step down the AC voltage. The massive spike in AI data center construction has caused a supply chain crisis for these traditional transformers, resulting in lead times of up to 3 years.\n\nTo bypass this supply chain bottleneck and improve efficiency, engineers are replacing traditional heavy iron-core transformers with Solid-State Transformers (SSTs).\n\nAn SST uses solid-state semiconductor devices (power electronics) rather than just copper coils to step down and convert the voltage. It takes the 13.8 - 35 kV AC power from the grid and directly converts it into the 800 VDC required by the AI server racks.\n\nConventional power switches made of standard Silicon (specifically, Silicon IGBTs - Insulated-Gate Bipolar Transistors) cannot handle the requirements of an SST effectively. They suffer from high switching losses and are limited to low switching frequencies (a few hundred Hertz).\n\nThis is where Silicon Carbide (SiC), a wide-bandgap semiconductor, comes in:\n\n- High Switching Frequency: SiC MOSFETs (Metal-Oxide-Semiconductor Field-Effect Transistors) can operate at frequencies greater than 10,000 Hz.\n\n- Smaller Magnetics: In transformer design, as switching frequency increases, the physical size of the required magnetic coils and cores decreases. By switching at >10,000 Hz, SiC enables compact, lightweight SSTs that take up a fraction of the floor space of a traditional transformer.\n\n- Thermal Efficiency: Wolfspeed’s SiC achieves 99% conversion efficiency, which reduces the need for heavy thermal cooling systems by 50% compared to Silicon IGBTs.\n\nThe article highlights two distinct engineering approaches to building an SST, depending on the blocking voltage of the SiC devices used:\n\n1. Medium-Voltage (MV) SiC (< 5kV blocking voltage)\n\n- Architecture: Because the voltage is lower, engineers must use a multi-level architecture comprising several cascaded converter cells (stacking multiple devices in series) to handle the grid's high voltage.\n\n- Pros: Smaller, highly modular building blocks that are easier to service. Commercially available 3.3kV gate drivers already exist. It also generates a smaller dv/dt (the rate of change of voltage over time), which minimizes Electromagnetic Interference (EMI).\n\n- Cons: Requires complex control algorithms to trigger the series of switches perfectly, and demands precise insulation coordination between the cells.\n\n2. High-Voltage (HV) SiC (> 5kV blocking voltage)\n\n- Architecture: Utilizing Wolfspeed’s advanced 10kV SiC MOSFETs, designers can use a much simpler two-level cell architecture.\n\n- Pros: Vastly simplifies the control scheme and insulation needs because there are fewer cascaded cells.\n\n- Cons: These devices switch with a very high dv/dt, which requires an ultra-low-parasitic design to manage EMI. Furthermore, compatible gate drivers for >3.3kV are rare, often requiring custom development.\n\nIn short, the article argues that the rapid expansion of AI requires a fundamental redesign of how power is delivered from the grid. By utilizing 10kV SiC MOSFETs to build Solid-State Transformers, the industry can eliminate massive transformer lead times, achieve higher efficiency, and deliver the specific 800V HVDC power that modern AI clusters require, provided the industry can mature the surrounding ecosystem of high-voltage gate drivers and millisecond-class DC fault clearing protection systems.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market https://t.co/FWIuyYGriL", "parent_author": null, "ret_m1d": -0.006495792269008427, "ret_signed_m1d": -0.006495792269008427, "alpha_spy_m1d": -0.004236734556830379, "alpha_c_m1d": 0.04110012183647438, "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": -0.11981233506011146, "ret_signed_p1d": -0.11981233506011146, "alpha_spy_p1d": -0.11687688450930367, "alpha_c_p1d": -0.10785907222087665, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": -0.011953262839234813, "ret_p1w": -0.11421866159325222, "ret_signed_p1w": -0.11421866159325222, "alpha_spy_p1w": -0.1353355946918665, "alpha_c_p1w": -0.19603624324139945, "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": [-0.6716, -0.6938, -0.6987, -0.6691, -0.6772, -0.6972, -0.6922, -0.7055, -0.7005, -0.6992, -0.6662, -0.6965, -0.7214, -0.7329, -0.7055, -0.7032, -0.6848, -0.6848, -0.6743, -0.6584, -0.629, -0.5592, -0.581, -0.5642, -0.585, -0.5687, -0.5211, -0.5388, -0.5249, -0.5543, -0.4993, -0.5029, -0.4365, -0.4646, -0.5336, -0.5375, -0.4672, -0.3367, -0.3515, -0.339, -0.2227, -0.1851, -0.1591, -0.0922, -0.0307, 0.1296, 0.2624, 0.1211, 0.0709, 0.0615, 0.0577, 0.2541, 0.2611, 0.2611, 0.3262, 0.1415, 0.1738, 0.0696, -0.0446, 0.1018, 0.1128, 0.21, -0.0065, 0.0, -0.1198, -0.2165, -0.1783, -0.2216, -0.1142, -0.188, -0.1214, 0.0359, 0.0359, -0.0442, -0.1175, -0.1723, -0.1377, -0.1705, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2034674989467631930", "ticker_idx": 0, "ts": "2026-03-19T16:54:54+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still, I think the potential of this company is not fully priced in. It could easily become my first 10-bagger, in my opinion.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Holds $PL long since $4; argues potential not fully priced in and targets 10-bagger outcome driven by FCF, RPO growth, defense contracts, and new satellite fleets.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Today is all about $PL earnings for me. I bought the stock at $4 when I saw the raw potential of their massive dataset of images and daily earth scans, together with AI. \n\nSince I bought the stock a year ago, a lot has happened:\n- First-ever pure play space company with a positive free cash flow\n- RPO growth of 361%\n- 6 successful Pelican launches\n- Introduction of the new Owl satellite\n- Opening of a new manufacturing facility in Berlin\n- Prime contractor for SHIELD IDIQ Prime\n- New government & defense contracts with Germany, Sweden, NRO, and US Navy\n- $NVDA partnership\n- Project suncatcher with $GOOGL\n- Acquisition of Bedrock Research\n\nThe market has rewarded Planet with a 550% surge. Still, I think the potential of this company is not fully priced in. It could easily become my first 10-bagger, in my opinion. \n\nI'll go a bit deeper into the planet graphs, what I expect tonight, and why they will keep outperforming.\n\n---\n\n1. Let's first address why $PL stands out from every other competitor, their positive free cash flow. They reported a record $47m free cash flow in Q2, it dropped to $1.89m in Q3. \n\nPlanet has already completed their most expensive infrastructure phase and are now using the high margins of a data-subscription model. \n\nIn this bussiness the main cost is in your R&D expenditure and in your CapEx. As planet does not sell their satellites but the service of the satellites, most of the production and launching costs will be booked as CapEx. \n\nPlanet currently operates around 200 satellites in orbit. They make daily scans of the entire planet. The main costs are made, and Planet is now reaping the benefits of their subscription model. \n\nWhy is this a major advantage? \n\n$PL do not need to dillute any shares and can focus on the launch of new satellites and R&D. To maintain their moat, Planet has to continuously launch upgraded hardware like the high-resolution Pelican and the hyperspectral Tanager satellites.\n\nAnother major factor is trust, when the NRO or the German Ministry of Defense signs a multi-year intelligence contract, they want to make sure that the company does not go bankrupt within 18 months. \n\nA last positive is that they can look for M&A opportunities. They are currently sitting on $600m in cash and short-term investments. They can acquire competitors or niche AI companies Bedrock Research. \n\nWhat are the expectations for tonight? \n\nAnalysts expect the free cash flow to drop to -$31m. Planet is aggressively launching there Pelican fleet. This is why the CapEx can be a bit fluctuating. Once the Pelican fleet is in the air, the free cash flow should quickly recover and scale beyond the current levels.\n\n---\n\n2. Does $PL have pricing power? \n\nTo check if a company has pricing power, I always check the revenue growth and the gross profit margin growth. If a company has pricing power, it should be able to grow revenues meanwhile asking more for their services (growing gp-maring). \n\nAlthough both are growing, it is not completely what I would like to see. The gross profit margin jumped to 62% without the revenues growing, and when the margins dropped again, revenues started growing again. \n\nThe drop in gross profit margin is mainly due to 3 aspects\n\n1. Planet secured a major contract with JSAT. This contract involves engineering, dedicated capacity, and infastructure service. This revenue provides a lower gross margin than pure SaaS data licensing. \n\n2. Planet has been aggressively launching its new high-resolution Pelican and hyperspectral Tanager satellites. As soon as these new hardware assets go live in orbit, their depreciation expenses immediately hit Planet's COGS. This creates a short-term drag on GAAP gross margins until the revenue generated by those specific satellites scales up to offset the depreciation hit.\n\n3. Planet is heavily investing in its cloud infrastructure and edge-computing capabilities. These upfront cloud compute costs are temporarily weighing on margins. \n\nWhat do I expect tonight? \n\nAnalysts expect the revenue to drop a bit after the Q3 growth. This is mainly because in Q3, they had a couple of big 1-off contracts. With those out of the way, revenues are expected to stabilize again. \n\nIt is not something I want to see tonight. With a massive $700m backlog, $PL should be able to keep revenues growing. Management gave a $80m guidance for Q4. With recent geopolitical events, they should have been able to move the revenues a bit higher. \n\nI expect the gross profit margin to be stable again. It can drop a bit due to the aggressive launch of the Pelican fleet, but I expect nothing spectacular.\n\n---\n\n3. I would love to hear some updates on the $PL projects tonight. \n\nPelican: With these rapid tasking, high-res satellites now deployed, I'd like to hear the company talk about customer conversion. I need management to assure the public that existing defense and enterprise customers are actively signing contracts to upgrade to this new tier.\n\nOwl: This is the future of their daily monitoring business – upgrading the wide scan to 1-meter resolution. Tonight, I'd like to hear the company talk about deployment schedules to reassure the public that the existing data moat remains untouchable and on schedule.\n\n$NVDA: The inclusion of Thor GPUs on the satellite fleet cuts latency from hours to seconds. Tonight, however, I'd like to hear the company talk about margin expansion. I need management to assure the public that this instant AI capability allows them to charge higher software premiums and expand Average Contract Values.\n\nProject Suncatcher: $GOOGL is paying Planet to build 2027 prototype satellites. Tonight, I'd like to hear the company talk about the timeline of the project and hear more details.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07974776303937425, "ret_signed_m1d": -0.07974776303937425, "alpha_spy_m1d": -0.08221813903331598, "alpha_c_m1d": -0.08657453287816941, "bench_spy_m1d": 0.0024703759939417314, "bench_c_m1d": 0.006826769838795155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.254822068986595, "ret_signed_p1d": 0.254822068986595, "alpha_spy_p1d": 0.2691578569174077, "alpha_c_p1d": 0.26938992739668643, "bench_spy_p1d": -0.014335787930812693, "bench_c_p1d": -0.01456785841009145, "ret_p1w": 0.2017805128390886, "ret_signed_p1w": 0.2017805128390886, "alpha_spy_p1w": 0.2214050480510137, "alpha_c_p1w": 0.21602430654656735, "bench_spy_p1w": -0.019624535211925087, "bench_c_p1w": -0.014243793707478747, "ret_p1m": 0.4272997347540157, "ret_signed_p1m": 0.4272997347540157, "alpha_spy_p1m": 0.3480644985845269, "alpha_c_p1m": 0.3667271238312775, "bench_spy_p1m": 0.0792352361694888, "bench_c_p1m": 0.060572610922738246, "ret_p3m": 0.04636498673770073, "ret_signed_p3m": 0.04636498673770073, "alpha_spy_p3m": -0.09394900322177024, "alpha_c_p3m": -0.05296065761671542, "bench_spy_p3m": 0.14031398995947097, "bench_c_p3m": 0.09932564435441615, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.2359, -0.2311, -0.2463, -0.2463, -0.2819, -0.263, -0.2678, -0.2685, -0.2685, -0.243, -0.2066, -0.1899, -0.1614, -0.1677, -0.1576, -0.0564, -0.0608, -0.0085, 0.049, 0.0675, 0.0675, 0.0386, -0.0215, -0.0334, -0.0007, -0.0404, 0.0412, 0.0341, -0.0226, -0.0738, -0.1524, -0.1116, -0.1925, -0.2422, -0.1743, -0.1091, -0.1547, -0.197, -0.2099, -0.1684, -0.1684, -0.1762, -0.1194, -0.0686, -0.1135, -0.118, -0.0835, -0.0864, -0.0504, -0.1046, -0.0223, -0.0616, -0.0356, -0.0879, -0.0623, -0.0423, -0.0579, -0.0564, -0.0738, -0.0805, -0.0875, 0.0045, -0.0797, 0.0, 0.2548, 0.2545, 0.1806, 0.3119, 0.2018, 0.1447, 0.0345, 0.0367, 0.1391, 0.3309, 0.3309, 0.299, 0.3045, 0.3557, 0.2697, 0.286, 0.273, 0.2585, 0.2763, 0.4796, 0.4273, 0.3909, 0.4106, 0.464, 0.4203, 0.3145, 0.3149, 0.2993, 0.2641, 0.3713, 0.3687, 0.4295, 0.3772, 0.4722, 0.3071, 0.4481, 0.5519, 0.5089, 0.5111, 0.5964, 0.5438, 0.5434, 0.5427, 0.5823, 0.5757, 0.645, 0.645, 0.7923, 0.8724, 0.9065, 0.8969, 0.7233, 0.7838, 0.5998, 0.6146, 0.1951, 0.2144, 0.1562, 0.1395, 0.2674, 0.1554, 0.1343, 0.0464, 0.0467, 0.0471, 0.0471, 0.0671, 0.0582, -0.0245, -0.0167, 0.0041, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2044099232877953263", "ticker_idx": 0, "ts": "2026-04-14T17:03:29+00:00", "symbol": "POET", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm loading more poet when they drop below $5.5", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Planning to buy more POET on a dip below $5.50.", "resolved_tickers": ["POET"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@PolarizingLit I'm loading more poet when they drop below $5.5.", "reply_text": null, "parent_text": "Looking to load $poet … also $almu the weakest link .. $lwlg eventually they’ll pull back and I’ll buy more https://t.co/xz5hbxRHcD", "quoted_text": null, "parent_author": "PolarizingLit", "ret_m1d": 0.08792848721813495, "ret_signed_m1d": 0.08792848721813495, "alpha_spy_m1d": 0.09996668052075486, "alpha_c_m1d": 0.10708778735554503, "bench_spy_m1d": -0.012038193302619904, "bench_c_m1d": -0.019159300137410074, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03874809993540307, "ret_signed_p1d": 0.03874809993540307, "alpha_spy_p1d": 0.03085713070835916, "alpha_c_p1d": 0.036535710554872036, "bench_spy_p1d": 0.007890969227043909, "bench_c_p1d": 0.0022123893805310324, "ret_p1w": 0.5275707811814903, "ret_signed_p1w": 0.5275707811814903, "alpha_spy_p1w": 0.5137182985040327, "alpha_c_p1w": 0.49956192352195616, "bench_spy_p1w": 0.013852482677457534, "bench_c_p1w": 0.028008857659534092, "ret_p1m": 1.1415797025133085, "ret_signed_p1m": 1.1415797025133085, "alpha_spy_p1m": 1.0726773273186183, "alpha_c_p1m": 0.8750752291224762, "bench_spy_p1m": 0.06890237519469022, "bench_c_p1m": 0.2665044733908324, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.1415797025133085, "alpha_spy_stated": 1.0726773273186183, "alpha_c_stated": 0.8750752291224762, "price_path": [0.2385, 0.237, 0.237, 0.228, 0.2474, 0.0343, 0.0298, -0.0373, 0.0119, -0.073, -0.1133, -0.1356, -0.1297, -0.0999, -0.1639, -0.228, -0.1252, -0.0745, -0.1297, -0.1311, -0.158, -0.1684, -0.1684, -0.1773, -0.1684, -0.1699, -0.152, -0.1773, -0.0894, -0.0522, -0.07, -0.1058, 0.0298, 0.0492, 0.0194, -0.0104, -0.0641, -0.003, 0.0432, 0.1088, 0.1088, 0.0179, 0.0298, -0.0209, -0.079, -0.0715, -0.1162, -0.0969, -0.1446, -0.0909, -0.1818, -0.2265, -0.2429, -0.1148, -0.1654, -0.0894, -0.0894, -0.0939, -0.1118, -0.073, -0.0939, 0.0492, 0.0879, 0.0, 0.0387, 0.0939, 0.082, 0.2802, 0.5276, 0.9031, 0.7466, 1.2504, 0.1848, 0.1967, -0.0164, 0.0611, 0.0894, 0.0596, 0.3726, 0.4486, 0.4277, 0.6319, 1.0715, 1.0462, 1.1416, 2.0656, 1.38, 1.1177, 0.9478, 1.2027, 1.2086, 1.1744, 1.1744, 0.9896, 0.9791, 0.9762, 0.8316, 1.07, 1.0596, 1.2921, 1.307, 0.7675, 0.8301, 0.6051, 0.6364, 0.6766, 0.8674, 1.076, 0.8852, 0.7809, 0.8107, 0.8107, 0.8018, 0.5991, 0.5887, 0.5097, 0.4069, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2069771694454067628", "ticker_idx": 0, "ts": "2026-06-24T13:16:41+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is big news in my opinion. Earlier this month, Siemens unveiled a 136MW reference architecture built specifically for Nvidia's Vera Rubin NVL72 AI supercomputers. Fluence was selected as the exclusive energy storage partner", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish FLNC: selected as exclusive energy storage partner for Siemens/Nvidia AI data center reference architecture; new 10MWh high-density system solves land-footprint constraint for AI workloads.", "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": "quote", "lang": "en", "tweet_text": "$FLNC advanes Smartstack Energy Storage Platform with High-Density 10MWh System. \n\nThis is big news in my opinion. Earlier this month, Siemens unveiled a 136MW reference architecture built specifically for Nvidia's Vera Rubin NVL72 AI supercomputers. Fluence was selected as the exclusive energy storage partner to handle the massive, erratic power fluctuations typical of AI workloads.\n\nAI data centers require 2 to 3 hours of battery backup and load-smoothing, rather than the standard 1 hour. Storing that much energy typically requires a massive land footprint, which is a primary constraint for developers.\n\nBy achieving an energy density of ~680 MWh/acre (a ~33% capacity increase over their 7.5 MWh system in the exact same physical footprint), Fluence allows operators to meet the extreme power demands of Nvidia's hardware without expanding the real estate footprint of the reference design.", "reply_text": null, "parent_text": null, "quoted_text": "Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. \n\nThe earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can https://t.co/bKItxbRMtI", "parent_author": null, "ret_m1d": 0.07392400427709656, "ret_signed_m1d": 0.07392400427709656, "alpha_spy_m1d": 0.07346027226575313, "alpha_c_m1d": 0.07346027226575313, "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": -0.01873421970802014, "ret_signed_p1d": -0.01873421970802014, "alpha_spy_p1d": -0.020179854933473407, "alpha_c_p1d": -0.020179854933473407, "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": [-0.2835, -0.3418, -0.3033, -0.3408, -0.3266, -0.3266, -0.3316, -0.3291, -0.3357, -0.3134, -0.3023, -0.3089, -0.2506, -0.2299, -0.2415, -0.3147, -0.3605, -0.3534, -0.3165, -0.3154, -0.3225, -0.3235, -0.3747, -0.401, -0.3833, -0.3828, -0.3757, -0.3575, -0.3134, -0.0395, 0.2233, 0.2775, 0.0775, 0.119, 0.0603, 0.0516, -0.0106, -0.0932, -0.041, 0.0223, 0.0881, 0.0881, 0.08, 0.0744, 0.0815, -0.0441, 0.3747, 0.4132, 0.2582, 0.3747, 0.16, 0.2187, 0.1878, 0.0947, 0.2294, 0.2005, 0.2243, 0.2111, 0.1858, 0.2557, 0.2557, 0.2754, 0.0739, 0.0, -0.0187, -0.0243, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064048825518506227", "ticker_idx": 0, "ts": "2026-06-08T18:16:02+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I have another 10-bagger in portfolio, it is Filtronic. In the center of the whole space communication evolution and their research is paid by SpaceX.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Filtronic as next potential 10-bagger; central to space comms evolution with SpaceX-funded research.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "quote", "lang": "en", "tweet_text": "Filtronic back up 44% after some doomsellers called the stock overvalued. \n\nIf I have another 10-bagger in portfolio, it is Filtronic. In the center of the whole space communication evolution and their research is paid by SpaceX. \n\nSometimes it’s not harder than that. https://t.co/g5YyqXR5g4", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/lAlLToVzMq", "parent_author": null, "ret_m1d": 0.1470588235294117, "ret_signed_m1d": 0.1470588235294117, "alpha_spy_m1d": 0.14931788124158973, "alpha_c_m1d": 0.1532997118186863, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": -0.006240888289274604, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07352941176470584, "ret_signed_p1d": -0.07352941176470584, "alpha_spy_p1d": -0.07059396121389805, "alpha_c_p1d": -0.07932427547839493, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.005794863713689091, "ret_p1w": 0.10735294117647065, "ret_signed_p1w": 0.10735294117647065, "alpha_spy_p1w": 0.08623600807785636, "alpha_c_p1w": 0.07302909231613719, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.03432384886033346, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4265, -0.4353, -0.4544, -0.45, -0.4574, -0.5015, -0.5265, -0.5, -0.5, -0.4588, -0.4618, -0.45, -0.4471, -0.4353, -0.4088, -0.3971, -0.3971, -0.3971, -0.4, -0.3765, -0.4, -0.4118, -0.4147, -0.3941, -0.3647, -0.35, -0.3147, -0.2794, -0.2647, -0.2088, -0.1676, -0.1294, -0.2132, -0.2265, -0.2059, -0.1441, -0.1559, -0.1559, 0.0294, 0.0, 0.1912, 0.1176, 0.1015, 0.0529, 0.1853, 0.2, 0.1912, 0.2088, 0.3221, 0.3794, 0.1912, 0.1147, 0.1147, 0.2059, 0.1441, 0.0735, 0.1471, 0.1618, 0.0588, -0.1559, -0.0412, 0.0, 0.1471, 0.0, -0.0735, -0.0882, -0.0441, -0.0103, 0.1074, 0.0882, 0.0882, 0.1088, 0.1176, 0.0, -0.0882, -0.1765, -0.3235, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2050985870354702365", "ticker_idx": 0, "ts": "2026-05-03T17:08:31+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they will still easily beat the market in the upcoming years imo", "tweet_type": "prediction", "timeline": "years", "summary": "Long PL; author views it as one of the safest space investments with FCF, EBITDA positivity, SpaceX synergy, Google backing, and market-beating returns ahead.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I see $PL as one of the safest investments in the space industry. They have a positive free cash flow and positive EBITDA (in some quarters). Their technology works perfectly together with SpaceX and they are backed by $GOOGL. \n\nIt’s not your multibagger any more but they will still easily beat the market in the upcoming years imo.", "reply_text": null, "parent_text": "@Kaizen_Investor Really like $PL but what you see in the future. They have amazing growth in revenue and tbh I am kind of hesitant to build a position especially when the stock run up so much. What do you think about the future of this company?", "quoted_text": null, "parent_author": "pinetree_cap", "ret_m1d": -0.04255317464166686, "ret_signed_m1d": -0.04255317464166686, "alpha_spy_m1d": -0.04623003657555669, "alpha_c_m1d": -0.05413349370856391, "bench_spy_m1d": 0.00367686193388983, "bench_c_m1d": 0.011580319066897049, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03658536102535581, "ret_signed_p1d": -0.03658536102535581, "alpha_spy_p1d": -0.04460758974929824, "alpha_c_p1d": -0.0449489595869389, "bench_spy_p1d": 0.008022228723942426, "bench_c_p1d": 0.008363598561583085, "ret_p1w": 0.0856253025082574, "ret_signed_p1w": 0.0856253025082574, "alpha_spy_p1w": 0.05597390767764754, "alpha_c_p1w": 0.06187984676562941, "bench_spy_p1w": 0.029651394830609856, "bench_c_p1w": 0.023745455742627986, "ret_p1m": 0.24779447353912643, "ret_signed_p1m": 0.24779447353912643, "alpha_spy_p1m": 0.18991221408475556, "alpha_c_p1m": 0.2290202805910051, "bench_spy_p1m": 0.057882259454370866, "bench_c_p1m": 0.018774192948121327, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.4351, -0.4699, -0.4224, -0.3768, -0.4087, -0.4382, -0.4473, -0.4183, -0.4183, -0.4237, -0.384, -0.3485, -0.3799, -0.383, -0.3588, -0.3609, -0.3358, -0.3736, -0.316, -0.3435, -0.3254, -0.362, -0.3441, -0.33, -0.3409, -0.3399, -0.3521, -0.3568, -0.3617, -0.2974, -0.3563, -0.3005, -0.1222, -0.1225, -0.1741, -0.0823, -0.1593, -0.1993, -0.2763, -0.2748, -0.2032, -0.069, -0.069, -0.0913, -0.0874, -0.0516, -0.1118, -0.1004, -0.1095, -0.1196, -0.1072, 0.035, -0.0016, -0.027, -0.0132, 0.0241, -0.0065, -0.0804, -0.0802, -0.0911, -0.1157, -0.0407, -0.0426, 0.0, -0.0366, 0.0298, -0.0856, 0.013, 0.0856, 0.0555, 0.0571, 0.1168, 0.0799, 0.0797, 0.0791, 0.1069, 0.1022, 0.1508, 0.1508, 0.2538, 0.3098, 0.3337, 0.3269, 0.2055, 0.2478, 0.1191, 0.1295, -0.164, -0.1505, -0.1912, -0.2029, -0.1134, -0.1917, -0.2065, -0.268, -0.2678, -0.2675, -0.2675, -0.2535, -0.2597, -0.3176, -0.3121, -0.2976, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2059672944947741174", "ticker_idx": 0, "ts": "2026-05-27T16:27:51+00:00", "symbol": "WOLF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "selling looks like the wrong call to me", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish WOLF despite 20% drop; selling is wrong — cites Citrini top pick, Canaccord $85 PT, and BofA SiC sector upgrade as durable tailwinds.", "resolved_tickers": ["WOLF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$WOLF down almost 20% today.\n \nShould you panick as a long-term investor? \nLet's see what happened since the earnings may 5th.  \n\n1. Citrini's highlight (May 13): Thematic research firm Citrini published a highly influential note designating Wolfspeed as its top pick for the AI infrastructure buildout. The firm argued that the company's post-bankruptcy setup is an ideal 'crouching tiger' scenario, noting that its specialized fabrication assets are effectively irreplaceable. This reframed Wolfspeed from a distressed EV supplier to an AI power player.\n\n2. Canaccord's $85 Price Target (May 25): Sell-side analysts at Canaccord Genuity reiterated their buy rating on the stock and set an aggressive $85 price target. They focus heavily on the strategic value of the company's Mohawk Valley fabrication facility. The note highlighted that future utilization of this specific fab will serve as the primary catalyst to unlock massive shareholder value by fiscal year 2027.\n\n3. Bank of America's Sector Upgrade (May 27): Early this morning, Bank of America issued a bullish sector update declaring that the era of 1.5 MW AI data center racks has officially arrived. The analysts explicitly named Silicon Carbide (SiC) fabricators as the top beneficiaries in the race to overhaul traditional high-voltage power distribution systems. \n\nUp to you but selling looks like the wrong call to me.", "reply_text": null, "parent_text": null, "quoted_text": "I initiated a position in $WOLF yesterday. I bought the stock at $36. \n\nI discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. 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{"unit_id": "quote:2051762782039859287", "ticker_idx": 0, "ts": "2026-05-05T20:35:41+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is a $40 stock but as I explained, but it will take time. Safe LIDAR act will only start in June, so we will only start to see the first results in Q3. $OUST will rise, give it time.", "tweet_type": "prediction", "timeline": "quarters", "summary": "Long OUST to $40 on Safe LIDAR Act tailwind; expects margin improvement starting Q3 as Chinese competition fades.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "Funny how quickly people forget. $OUST is a $40 stock but as I explained, but it will take time. \n\nSafe LIDAR act will only start in June, so we will only start to see the first results in Q3. Maybe even later as companies will buy some extra cheap Chinese Lidar as stock. \n\nThey are now still fighting against those cheap Chinese manufacturers. You clearly see that in the EPS and margins. \n\nAs I said:\n“Don’t expect to see crazy numbers soon”\n\n$OUST will rise, give it time. Starting from Q3, we’ll start to see some improvements.", "reply_text": null, "parent_text": null, "quoted_text": "I see daily $OUST posts popping up now, so there should be enough technical information for you to dive in. \n\nI bought the stock at $20, added some more around $16, with average cost now around $18. \n\nI do want to warn investors though. This stock needs time and relies heavily on https://t.co/yejJPIgsVK", "parent_author": null, "ret_m1d": -0.027045418061355186, "ret_signed_m1d": -0.027045418061355186, "alpha_spy_m1d": -0.013336563221332809, "alpha_c_m1d": -0.0011676294368362372, "bench_spy_m1d": -0.013708854840022378, "bench_c_m1d": -0.02587778862451895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.16618473049186944, "ret_signed_p1d": -0.16618473049186944, "alpha_spy_p1d": -0.16311864807279886, "alpha_c_p1d": -0.16418514649159632, "bench_spy_p1d": -0.0030660824190705815, "bench_c_p1d": -0.0019995840002731136, "ret_p1w": 0.16244251188369985, "ret_signed_p1w": 0.16244251188369985, "alpha_spy_p1w": 0.1508867275122896, "alpha_c_p1w": 0.12233187212913066, "bench_spy_p1w": 0.01155578437141025, "bench_c_p1w": 0.04011063975456919, "ret_p1m": 0.6019731049247423, "ret_signed_p1m": 0.6019731049247423, "alpha_spy_p1m": 0.5702763553106607, "alpha_c_p1m": 0.46587946814821013, "bench_spy_p1m": 0.03169674961408164, "bench_c_p1m": 0.1360936367765322, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3393, -0.2836, -0.3176, -0.3574, -0.3819, -0.3615, -0.3615, -0.3672, -0.3676, -0.3509, -0.3666, -0.3856, -0.3655, -0.3264, -0.3322, -0.3553, -0.3111, -0.2611, -0.2386, -0.2795, -0.3104, -0.3009, -0.239, -0.158, -0.2325, -0.2696, -0.2754, -0.2723, -0.2944, -0.2836, -0.3179, -0.2795, -0.3002, -0.3121, -0.3431, -0.3992, -0.4343, -0.3751, -0.3666, -0.337, -0.337, -0.3431, -0.3424, -0.3108, -0.3186, -0.2961, -0.2557, -0.2033, -0.1686, -0.1778, -0.1747, -0.0767, -0.0607, -0.0556, -0.1015, -0.04, -0.0842, -0.1111, -0.1311, -0.0828, -0.1002, -0.0424, -0.027, 0.0, -0.1662, -0.1427, -0.0883, -0.0781, 0.1624, 0.1859, 0.1859, 0.0458, 0.0111, 0.0502, 0.1937, 0.2597, 0.2597, 0.4526, 0.5047, 0.44, 0.5666, 0.5285, 0.5659, 0.4955, 0.602, 0.3499, 0.3907, 0.3104, 0.306, 0.3475, 0.354, 0.537, 0.4536, 0.3853, 0.5843, 0.5843, 0.622, 0.5363, 0.3849, 0.4227, 0.4295, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2036428099655532589", "ticker_idx": 0, "ts": "2026-03-24T13:01:08+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 will pump as well", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects IREN to pump; encourages building conviction through research.", "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": "@LandoInvests You should have done the research 😅 $IREN will pump as well. You’ve done the research and build the conviction, that’d the most important part.", "reply_text": null, "parent_text": "@Kaizen_Investor I should’ve listened oh my days 😭", "quoted_text": null, "parent_author": "LandoInvests", "ret_m1d": 0.025291851715514513, "ret_signed_m1d": 0.025291851715514513, "alpha_spy_m1d": 0.021923731082234443, "alpha_c_m1d": 0.02549475133124035, "bench_spy_m1d": 0.0033681206332800695, "bench_c_m1d": -0.0002028996157258378, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007538944098820055, "ret_signed_p1d": 0.007538944098820055, "alpha_spy_p1d": 0.0019662558547715037, "alpha_c_p1d": 0.00632139104488183, "bench_spy_p1d": 0.0055726882440485515, "bench_c_p1d": 0.001217553053938225, "ret_p1w": -0.1663424204829952, "ret_signed_p1w": -0.1663424204829952, "alpha_spy_p1w": -0.16199446079476743, "alpha_c_p1w": -0.16816875006390253, "bench_spy_p1w": -0.004347959688227765, "bench_c_p1w": 0.0018263295809073377, "ret_p1m": 0.17679962661979687, "ret_signed_p1m": 0.17679962661979687, "alpha_spy_p1m": 0.08795729442484679, "alpha_c_p1m": 0.11734343642983802, "bench_spy_p1m": 0.08884233219495008, "bench_c_p1m": 0.059456190189958846, "ret_p3m": 0.4581712218377323, "ret_signed_p3m": 0.4581712218377323, "alpha_spy_p3m": 0.31198830343315276, "alpha_c_p3m": 0.3711176543971859, "bench_spy_p3m": 0.14618291840457953, "bench_c_p3m": 0.08705356744054638, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17679962661979687, "alpha_spy_stated": 0.08795729442484679, "alpha_c_stated": 0.11734343642983802, "price_path": [0.0209, -0.0199, -0.0416, -0.0686, -0.0815, -0.0815, 0.0384, 0.1732, 0.1165, 0.0609, 0.1109, 0.1194, 0.224, 0.2887, 0.286, 0.2619, 0.4061, 0.4061, 0.3196, 0.3006, 0.2709, 0.3784, 0.2733, 0.4589, 0.5306, 0.4553, 0.3069, 0.2909, 0.3227, 0.0929, -0.0323, 0.0173, 0.1223, 0.044, 0.0377, -0.0265, 0.0268, 0.0268, -0.0036, 0.0233, 0.0528, -0.0277, 0.0302, 0.1053, 0.0708, 0.0759, -0.0041, 0.0066, -0.0552, 0.0661, -0.0242, -0.1075, -0.0554, -0.073, 0.0209, 0.0061, 0.0112, 0.0929, 0.0447, 0.0265, 0.0131, 0.0041, 0.0253, 0.0, 0.0075, -0.0893, -0.1466, -0.231, -0.1663, -0.171, -0.1544, -0.1544, -0.1457, -0.1308, -0.1043, -0.0987, -0.0438, 0.0474, 0.152, 0.1873, 0.16, 0.1702, 0.1848, 0.0985, 0.1768, 0.2651, 0.2315, 0.1761, 0.0807, 0.0423, 0.1068, 0.1104, 0.2033, 0.3312, 0.483, 0.3825, 0.4883, 0.3412, 0.3755, 0.3417, 0.4202, 0.2875, 0.2271, 0.161, 0.2819, 0.412, 0.3821, 0.3821, 0.4538, 0.6498, 0.5576, 0.5452, 0.5888, 0.6196, 0.5924, 0.5044, 0.3217, 0.4394, 0.3137, 0.2529, 0.3791, 0.4536, 0.4798, 0.4392, 0.4132, 0.4582, 0.4582, 0.383, 0.3307, 0.2232, 0.161, 0.1481, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2038354756343681143", "ticker_idx": 0, "ts": "2026-03-29T20:36:59+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still think $IREN has the highest ceiling at the moment", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish IREN as having the highest upside ceiling despite elevated business model and financing 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": "@SJCapitalInvest I see why. I still think $IREN has the highest ceiling at the moment. The business model and financing involves more risk though.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.10974064583353815, "ret_signed_m1d": 0.10974064583353815, "alpha_spy_m1d": 0.10638603938614821, "alpha_c_m1d": 0.12111368845490111, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.011373042621362961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08412390479012921, "ret_signed_p1d": 0.08412390479012921, "alpha_spy_p1d": 0.05505603900537204, "alpha_c_p1d": 0.06323889310924291, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.0208850116808863, "ret_p1w": 0.11100569689190842, "ret_signed_p1w": 0.11100569689190842, "alpha_spy_p1w": 0.06834540538149803, "alpha_c_p1w": 0.07957476000906527, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.03143093688284315, "ret_p1m": 0.40543951445974713, "ret_signed_p1m": 0.40543951445974713, "alpha_spy_p1m": 0.2792943053644983, "alpha_c_p1m": 0.33327251035756444, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07216700410218269, "ret_p3m": 0.5098039345790295, "ret_signed_p3m": 0.5098039345790295, "alpha_spy_p3m": 0.3448883056665726, "alpha_c_p3m": 0.40068000382955216, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.10912393074947735, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.40543951445974713, "alpha_spy_stated": 0.2792943053644983, "alpha_c_stated": 0.33327251035756444, "price_path": [0.1945, 0.1945, 0.3504, 0.5256, 0.4519, 0.3797, 0.4447, 0.4557, 0.5917, 0.6758, 0.6724, 0.641, 0.8286, 0.8286, 0.716, 0.6913, 0.6528, 0.7925, 0.6559, 0.8972, 0.9905, 0.8925, 0.6996, 0.6787, 0.7201, 0.4213, 0.2584, 0.3229, 0.4595, 0.3577, 0.3495, 0.266, 0.3352, 0.3352, 0.2957, 0.3308, 0.3691, 0.2644, 0.3397, 0.4374, 0.3925, 0.3991, 0.2951, 0.309, 0.2287, 0.3865, 0.269, 0.1607, 0.2283, 0.2056, 0.3276, 0.3083, 0.315, 0.4213, 0.3586, 0.3349, 0.3175, 0.3058, 0.3333, 0.3004, 0.3102, 0.1844, 0.1097, 0.0, 0.0841, 0.0781, 0.0996, 0.0996, 0.111, 0.1303, 0.1648, 0.172, 0.2435, 0.3621, 0.4981, 0.544, 0.5085, 0.5218, 0.5408, 0.4285, 0.5304, 0.6452, 0.6015, 0.5294, 0.4054, 0.3555, 0.4393, 0.444, 0.5648, 0.7312, 0.9285, 0.7979, 0.9355, 0.7441, 0.7887, 0.7448, 0.8469, 0.6743, 0.5958, 0.5098, 0.667, 0.8362, 0.7973, 0.7973, 0.8906, 1.1455, 1.0256, 1.0095, 1.0661, 1.1063, 1.0708, 0.9564, 0.7188, 0.8719, 0.7084, 0.6293, 0.7935, 0.8903, 0.9244, 0.8716, 0.8378, 0.8963, 0.8963, 0.7985, 0.7306, 0.5908, 0.5098, 0.493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2035364370675380382", "ticker_idx": 0, "ts": "2026-03-21T14:34:15+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The stock stays a strong buy despite the surge. Most analysts increased their price target towards $40.", "tweet_type": "news_reaction", "timeline": "unspecified", "summary": "Endorses analyst consensus raising PL price targets to ~$40; reiterates strong buy despite recent surge.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Most analysts now upgraded their $PL price targets. The stock stays a strong buy despite the surge. \n\nMost analysts increased their price target towards $40. https://t.co/Vbc5PYK7ZJ", "reply_text": null, "parent_text": null, "quoted_text": "Needham is the first to raise $PL price target to $40. They maintain the buy rating. https://t.co/GZZ8K0r23Y", "parent_author": null, "ret_m1d": 0.00029574619517225287, "ret_signed_m1d": 0.00029574619517225287, "alpha_spy_m1d": 0.010686633198290996, "alpha_c_m1d": 0.011537728520850554, "bench_spy_m1d": -0.010390887003118743, "bench_c_m1d": -0.011241982325678301, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.058840916294352064, "ret_signed_p1d": -0.058840916294352064, "alpha_spy_p1d": -0.05548410181717456, "alpha_c_p1d": -0.06466740646234348, "bench_spy_p1d": -0.0033568144771775055, "bench_c_p1d": 0.005826490167991416, "ret_p1w": -0.1753400460876794, "ret_signed_p1w": -0.1753400460876794, "alpha_spy_p1w": -0.1396202982670598, "alpha_c_p1w": -0.13584295905132215, "bench_spy_p1w": -0.035719747820619596, "bench_c_p1w": -0.03949708703635724, "ret_p1m": 0.12448252875404231, "ret_signed_p1m": 0.12448252875404231, "alpha_spy_p1m": 0.050174446909467596, "alpha_c_p1m": 0.07302587806792138, "bench_spy_p1m": 0.07430808184457471, "bench_c_p1m": 0.05145665068612093, "ret_p3m": -0.1652868185401959, "ret_signed_p3m": -0.1652868185401959, "alpha_spy_p3m": -0.30762221353078156, "alpha_c_p3m": -0.2748238392727518, "bench_spy_p3m": 0.14233539499058567, "bench_c_p3m": 0.10953702073255589, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12448252875404231, "alpha_spy_stated": 0.050174446909467596, "alpha_c_stated": 0.07302587806792138, "price_path": [-0.3992, -0.3992, -0.4276, -0.4125, -0.4163, -0.4169, -0.4169, -0.3965, -0.3675, -0.3542, -0.3315, -0.3365, -0.3285, -0.2478, -0.2513, -0.2096, -0.1638, -0.149, -0.149, -0.1721, -0.22, -0.2295, -0.2034, -0.2351, -0.17, -0.1756, -0.2209, -0.2617, -0.3244, -0.2918, -0.3563, -0.3959, -0.3418, -0.2898, -0.3261, -0.3598, -0.3702, -0.3371, -0.3371, -0.3433, -0.298, -0.2575, -0.2933, -0.2969, -0.2694, -0.2717, -0.2431, -0.2862, -0.2206, -0.2519, -0.2312, -0.2729, -0.2525, -0.2365, -0.249, -0.2478, -0.2617, -0.267, -0.2726, -0.1993, -0.2664, -0.2028, 0.0003, 0.0, -0.0588, 0.0458, -0.042, -0.0875, -0.1753, -0.1736, -0.092, 0.0609, 0.0609, 0.0355, 0.0399, 0.0807, 0.0121, 0.0251, 0.0148, 0.0033, 0.0174, 0.1795, 0.1378, 0.1088, 0.1245, 0.1671, 0.1322, 0.0479, 0.0482, 0.0358, 0.0077, 0.0931, 0.0911, 0.1396, 0.0979, 0.1736, 0.042, 0.1543, 0.2371, 0.2028, 0.2046, 0.2726, 0.2306, 0.2303, 0.2297, 0.2614, 0.2561, 0.3114, 0.3114, 0.4287, 0.4926, 0.5198, 0.5121, 0.3737, 0.4219, 0.2753, 0.2871, -0.0473, -0.0319, -0.0784, -0.0917, 0.0103, -0.0789, -0.0958, -0.1659, -0.1656, -0.1653, -0.1653, -0.1493, -0.1564, -0.2224, -0.2161, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2038671979570397358", "ticker_idx": 0, "ts": "2026-03-30T17:37:31+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought some more $OUST at $16.7 today.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Added to OUST position at $16.7, endorsing near-monopoly LiDAR thesis with $20.52–$73.78 PT.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "Bought some more $OUST at $16.7 today.", "reply_text": null, "parent_text": null, "quoted_text": "$OUST might be the safest high growth opportunity in the market right now. The SAFE LiDAR act makes sure you are buying a near monopoly in the US LiDAR market. \n\nMy Price Target: $20.52 -&gt; $73.78 (bull case)\n\nHere is my thesis:\n\n1. The Silicon Economics\nTraditional lidar relies https://t.co/WEPrUdvuqy", "parent_author": null, "ret_m1d": 0.061936304186682056, "ret_signed_m1d": 0.061936304186682056, "alpha_spy_m1d": 0.058581697739292116, "alpha_c_m1d": 0.04295588047265797, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.018980423714024086, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.10463029262032664, "ret_signed_p1d": 0.10463029262032664, "alpha_spy_p1d": 0.07556242683556946, "alpha_c_p1d": 0.06227740233189305, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.04235289028843359, "ret_p1w": 0.1611545664715619, "ret_signed_p1w": 0.1611545664715619, "alpha_spy_p1w": 0.1184942749611515, "alpha_c_p1w": 0.08837028472612518, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.07278428174543672, "ret_p1m": 0.5712567937112316, "ret_signed_p1m": 0.5712567937112316, "alpha_spy_p1m": 0.44511158461598277, "alpha_c_p1m": 0.33321748848926513, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.23803930522196648, "ret_p3m": 1.5147325198599964, "ret_signed_p3m": 1.5147325198599964, "alpha_spy_p3m": 1.3498168909475394, "alpha_c_p3m": 1.065398515457709, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.4493340044022873, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5712567937112316, "alpha_spy_stated": 0.44511158461598277, "alpha_c_stated": 0.33321748848926513, "price_path": [0.3013, 0.3013, 0.4053, 0.4913, 0.5454, 0.5454, 0.6645, 0.6759, 0.6428, 0.6302, 0.6687, 0.6476, 0.5851, 0.5851, 0.4732, 0.5207, 0.638, 0.4937, 0.4534, 0.4678, 0.436, 0.4119, 0.2526, 0.2225, 0.2189, 0.1533, 0.0403, 0.1678, 0.2664, 0.2063, 0.1359, 0.0926, 0.1287, 0.1287, 0.1185, 0.1179, 0.1473, 0.1197, 0.086, 0.1215, 0.1906, 0.1804, 0.1395, 0.2177, 0.3061, 0.3458, 0.2736, 0.2189, 0.2357, 0.3452, 0.4883, 0.3566, 0.291, 0.2808, 0.2862, 0.2471, 0.2664, 0.2057, 0.2736, 0.2369, 0.2159, 0.1612, 0.0619, 0.0, 0.1046, 0.1197, 0.172, 0.172, 0.1612, 0.1624, 0.2183, 0.2044, 0.2441, 0.3157, 0.4083, 0.4696, 0.4534, 0.4588, 0.632, 0.6603, 0.6693, 0.5881, 0.6969, 0.6188, 0.5713, 0.5358, 0.6212, 0.5905, 0.6927, 0.7198, 0.7676, 0.4738, 0.5153, 0.6115, 0.6296, 1.0547, 1.0962, 1.0962, 0.8485, 0.7871, 0.8563, 1.11, 1.2267, 1.2267, 1.5676, 1.6597, 1.5454, 1.7691, 1.7017, 1.7679, 1.6434, 1.8316, 1.386, 1.4582, 1.3163, 1.3085, 1.3818, 1.3933, 1.7168, 1.5695, 1.4486, 1.8004, 1.8004, 1.8671, 1.7156, 1.448, 1.5147, 1.5268, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2034727208858579005", "ticker_idx": 0, "ts": "2026-03-19T20:22:24+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The risk profile of Planet just dropped significantly… Planet is completely self-funding its AI and hardware transition.", "tweet_type": "news_reaction", "timeline": "months", "summary": "Bullish PL post-earnings: 35-43% guided revenue growth, 79% backlog surge, $640M cash, self-funding — risk profile materially lower.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$PL up 9% after a massive double beat 📈\n\nAs expected they easily beated the revenue guidance. But the forecast is also big. Planet guided FY27 revenue to $415 million–$440 million. That implies roughly 35% to 43% year-over-year growth, meaning their growth rate is actually accelerating compared to this year's 26%.\n\nTheir backlog also exploded 79% year-over-year to over $900 million, the revenue for FY27 is largely already contracted. The risk profile of Planet just dropped significantly.\n\nThey generated $53 million in Free Cash Flow and are sitting on a $640 million war chest. In a high-interest-rate environment where competitors are going bankrupt or diluting shareholders to survive, Planet is completely self-funding its AI and hardware transition.\n\nI'll go more in dept tomorrow, first the earnings call.", "reply_text": null, "parent_text": null, "quoted_text": "Today is all about $PL earnings for me. I bought the stock at $4 when I saw the raw potential of their massive dataset of images and daily earth scans, together with AI. \n\nSince I bought the stock a year ago, a lot has happened:\n- First-ever pure play space company with a https://t.co/v3H3zgi1y6", "parent_author": null, "ret_m1d": -0.2030742646982544, "ret_signed_m1d": -0.2030742646982544, "alpha_spy_m1d": -0.21761855651211448, "alpha_c_m1d": -0.21785748293851537, "bench_spy_m1d": 0.014544291813860077, "bench_c_m1d": 0.014783218240260965, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00029565875522030716, "ret_signed_p1d": -0.00029565875522030716, "alpha_spy_p1d": -0.010795649980696709, "alpha_c_p1d": -0.011665460187648469, "bench_spy_p1d": 0.010499991225476402, "bench_c_p1d": 0.011369801432428162, "ret_p1w": -0.08779193201156654, "ret_signed_p1w": -0.08779193201156654, "alpha_spy_p1w": -0.06546586429828471, "alpha_c_p1w": -0.07528090928259024, "bench_spy_p1w": -0.022326067713281827, "bench_c_p1w": -0.012511022728976307, "ret_p1m": 0.1084835344459365, "ret_signed_p1m": 0.1084835344459365, "alpha_spy_p1m": 0.015741159931530913, "alpha_c_p1m": 0.029813176805702835, "bench_spy_p1m": 0.09274237451440559, "bench_c_p1m": 0.07867035764023367, "ret_p3m": -0.16582921117522442, "ret_signed_p3m": -0.16582921117522442, "alpha_spy_p3m": -0.30828105460828614, "alpha_c_p3m": -0.2798557013997931, "bench_spy_p3m": 0.14245184343306172, "bench_c_p3m": 0.11402649022456868, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1084835344459365, "alpha_spy_stated": 0.015741159931530913, "alpha_c_stated": 0.029813176805702835, "price_path": [-0.3872, -0.3993, -0.3993, -0.4277, -0.4127, -0.4165, -0.4171, -0.4171, -0.3967, -0.3677, -0.3544, -0.3317, -0.3367, -0.3287, -0.248, -0.2516, -0.2099, -0.1641, -0.1493, -0.1493, -0.1723, -0.2202, -0.2297, -0.2037, -0.2353, -0.1703, -0.1759, -0.2211, -0.2619, -0.3246, -0.292, -0.3565, -0.3961, -0.342, -0.29, -0.3263, -0.36, -0.3704, -0.3373, -0.3373, -0.3435, -0.2983, -0.2578, -0.2935, -0.2971, -0.2696, -0.2719, -0.2433, -0.2864, -0.2208, -0.2521, -0.2315, -0.2731, -0.2527, -0.2368, -0.2492, -0.248, -0.2619, -0.2672, -0.2728, -0.1995, -0.2666, -0.2031, 0.0, -0.0003, -0.0591, 0.0455, -0.0423, -0.0878, -0.1756, -0.1738, -0.0922, 0.0606, 0.0606, 0.0352, 0.0396, 0.0804, 0.0118, 0.0248, 0.0145, 0.003, 0.0171, 0.1791, 0.1375, 0.1085, 0.1242, 0.1667, 0.1318, 0.0476, 0.0479, 0.0355, 0.0074, 0.0928, 0.0907, 0.1392, 0.0975, 0.1732, 0.0417, 0.154, 0.2368, 0.2025, 0.2043, 0.2722, 0.2303, 0.23, 0.2294, 0.261, 0.2557, 0.311, 0.311, 0.4283, 0.4922, 0.5194, 0.5117, 0.3733, 0.4215, 0.2749, 0.2867, -0.0476, -0.0322, -0.0786, -0.0919, 0.0101, -0.0792, -0.0961, -0.1661, -0.1658, -0.1655, -0.1655, -0.1496, -0.1567, -0.2226, -0.2164, -0.1998, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2048076158839697473", "ticker_idx": 0, "ts": "2026-04-25T16:26:22+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 hold $IREN because they dipped too much imo. It's around 6% of my portfolio.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds IREN as ~6% of portfolio, viewing the dip 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": "reply_other", "lang": "en", "tweet_text": "@JoshTradeOption I hold $IREN because they dipped too much imo. It’s around 6% of my portfolio.", "reply_text": null, "parent_text": "@Kaizen_Investor I agree, I like both. I hold a lot of $IREN, do you prefer one over the other?", "quoted_text": null, "parent_author": "JoshTradeOption", "ret_m1d": 0.04714637614807704, "ret_signed_m1d": 0.04714637614807704, "alpha_spy_m1d": 0.048866201092144235, "alpha_c_m1d": 0.05467393341362903, "bench_spy_m1d": -0.0017198249440671942, "bench_c_m1d": -0.007527557265551987, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.08105876621522401, "ret_signed_p1d": -0.08105876621522401, "alpha_spy_p1d": -0.07619277394810453, "alpha_c_p1d": -0.08183073243342665, "bench_spy_p1d": -0.004865992267119479, "bench_c_p1d": 0.0007719662182026354, "ret_p1w": 0.023159613683814362, "ret_signed_p1w": 0.023159613683814362, "alpha_spy_p1w": 0.019188529331620297, "alpha_c_p1w": 0.02759893664402402, "bench_spy_p1w": 0.003971084352194065, "bench_c_p1w": -0.004439322960209657, "ret_p1m": 0.23614553401185923, "ret_signed_p1m": 0.23614553401185923, "alpha_spy_p1m": 0.18661876823079693, "alpha_c_p1m": 0.2353735677936566, "bench_spy_p1m": 0.0495267657810623, "bench_c_p1m": 0.0007719662182026354, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23614553401185923, "alpha_spy_stated": 0.18661876823079693, "alpha_c_stated": 0.2353735677936566, "price_path": [0.3015, 0.2374, 0.1112, 0.0976, 0.1247, -0.0707, -0.1772, -0.135, -0.0457, -0.1123, -0.1177, -0.1722, -0.127, -0.127, -0.1528, -0.1299, -0.1048, -0.1733, -0.1241, -0.0602, -0.0895, -0.0852, -0.1532, -0.1441, -0.1967, -0.0935, -0.1703, -0.2411, -0.1969, -0.2117, -0.1319, -0.1445, -0.1402, -0.0707, -0.1117, -0.1272, -0.1385, -0.1462, -0.1282, -0.1497, -0.1433, -0.2256, -0.2744, -0.3462, -0.2911, -0.2951, -0.281, -0.281, -0.2736, -0.261, -0.2384, -0.2337, -0.1869, -0.1094, -0.0205, 0.0095, -0.0136, -0.005, 0.0074, -0.066, 0.0006, 0.0757, 0.0471, 0.0, -0.0811, -0.1137, -0.0589, -0.0558, 0.0232, 0.1319, 0.261, 0.1756, 0.2655, 0.1404, 0.1696, 0.1408, 0.2076, 0.0947, 0.0434, -0.0128, 0.09, 0.2006, 0.1751, 0.1751, 0.2361, 0.4028, 0.3244, 0.3139, 0.3509, 0.3772, 0.354, 0.2792, 0.1239, 0.2239, 0.117, 0.0653, 0.1727, 0.2359, 0.2583, 0.2237, 0.2016, 0.2399, 0.2399, 0.176, 0.1315, 0.0401, -0.0128, -0.0238, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2037897435767308512", "ticker_idx": 0, "ts": "2026-03-28T14:19:45+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Massive potential on $IREN as will imo. Got the highest ceiling out of the three thanks to their business strategy. It's the high risk, high reward play in the Neocloud market.", "tweet_type": "prediction", "timeline": "years", "summary": "Long IREN as the highest-ceiling, high-risk/high-reward play in the Neocloud 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": "@aleabitoreddit Massive potential on $IREN as will imo. Got the highest ceiling out of the three thanks to their business strategy. It’s the high risk, high reward play in the Neocloud market.", "reply_text": null, "parent_text": "My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market. \n\nOne of them ends up as the next AWS in 5 years:\n\nMy guess it’s Nebius. \n\nIt's not winner takes all (DigitalOcean is there with Amazon), but there's clearly superior structures and likely winners.\n\nThe downside: https://t.co/NUdgsip5dk", "quoted_text": null, "parent_author": "aleabitoreddit", "ret_m1d": 0.10974064583353815, "ret_signed_m1d": 0.10974064583353815, "alpha_spy_m1d": 0.10638603938614821, "alpha_c_m1d": 0.12111368845490111, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": -0.011373042621362961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08412390479012921, "ret_signed_p1d": 0.08412390479012921, "alpha_spy_p1d": 0.05505603900537204, "alpha_c_p1d": 0.06323889310924291, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.0208850116808863, "ret_p1w": 0.11100569689190842, "ret_signed_p1w": 0.11100569689190842, "alpha_spy_p1w": 0.06834540538149803, "alpha_c_p1w": 0.07957476000906527, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.03143093688284315, "ret_p1m": 0.40543951445974713, "ret_signed_p1m": 0.40543951445974713, "alpha_spy_p1m": 0.2792943053644983, "alpha_c_p1m": 0.33327251035756444, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.07216700410218269, "ret_p3m": 0.5098039345790295, "ret_signed_p3m": 0.5098039345790295, "alpha_spy_p3m": 0.3448883056665726, "alpha_c_p3m": 0.40068000382955216, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.10912393074947735, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1945, 0.1945, 0.3504, 0.5256, 0.4519, 0.3797, 0.4447, 0.4557, 0.5917, 0.6758, 0.6724, 0.641, 0.8286, 0.8286, 0.716, 0.6913, 0.6528, 0.7925, 0.6559, 0.8972, 0.9905, 0.8925, 0.6996, 0.6787, 0.7201, 0.4213, 0.2584, 0.3229, 0.4595, 0.3577, 0.3495, 0.266, 0.3352, 0.3352, 0.2957, 0.3308, 0.3691, 0.2644, 0.3397, 0.4374, 0.3925, 0.3991, 0.2951, 0.309, 0.2287, 0.3865, 0.269, 0.1607, 0.2283, 0.2056, 0.3276, 0.3083, 0.315, 0.4213, 0.3586, 0.3349, 0.3175, 0.3058, 0.3333, 0.3004, 0.3102, 0.1844, 0.1097, 0.0, 0.0841, 0.0781, 0.0996, 0.0996, 0.111, 0.1303, 0.1648, 0.172, 0.2435, 0.3621, 0.4981, 0.544, 0.5085, 0.5218, 0.5408, 0.4285, 0.5304, 0.6452, 0.6015, 0.5294, 0.4054, 0.3555, 0.4393, 0.444, 0.5648, 0.7312, 0.9285, 0.7979, 0.9355, 0.7441, 0.7887, 0.7448, 0.8469, 0.6743, 0.5958, 0.5098, 0.667, 0.8362, 0.7973, 0.7973, 0.8906, 1.1455, 1.0256, 1.0095, 1.0661, 1.1063, 1.0708, 0.9564, 0.7188, 0.8719, 0.7084, 0.6293, 0.7935, 0.8903, 0.9244, 0.8716, 0.8378, 0.8963, 0.8963, 0.7985, 0.7306, 0.5908, 0.5098, 0.493, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2058192535927824407", "ticker_idx": 0, "ts": "2026-05-23T14:25:14+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "never sold a single share and not planning to. Planet is the pure play space company with a positive cash flow. If not, just invest in the best thing there is in the market right now: $PL", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding PL (+1000%), won't sell; argues it remains the best pure-play space/AI data company with positive cash flow and no real competition.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "I’ve now reached +1,000% in profits from $PL. never sold a single share and not planning to. \n\nI see more investors looking for the next Planet Labs instead of investing in the company. I get that, it is counter-intuitive to buy a stock that went up +1,000% in a year. But looking for the next Planet Labs is being happy with less quality at a similar P/S valuation. \n\nPlanet is the only company who maps the entire world every single day. The have done this for almost 9 years now. \n\nWhy are they surging now, when they do this for 9 years already you think? \n\nSimple: AI\n\nAll those pictures all those data is just too much for a human to get meaningful information from. But AI is wonderful at those things, recognising patterns and answering questions based on the data. \n\nWhy buying Planet and not competitors who did not surge this much? \n\nFirst of all, there is still no other company who maps the entire world every single day. Let alone since 2017. The data you buy from these companies is just less interesting for AI to dig into. \n\nPlanet has build this all out without competition. If you want a new competitor now to do the same, they don’t have to do what Planet has done, they have to do it better. You have to compete with a trusted partner in the business for some years already. \n\nPlanet is the pure play space company with a positive cash flow. In times where interest rates are high, this is underestimated. Where you see other companies struggle with dilution, Planet can keep investing without the necessity to dillute shareholders or to rent at high rates. \n\nSo if you want to invest in competitors, don’t just look at the lower market cap. Look at the P/S valuation for example. It should be way lower than Planet to be interesting in my opinion. If not, just invest in the best thing there is in the market right now: $PL.", "reply_text": null, "parent_text": null, "quoted_text": "I bought $PL at $4.\n\nI first put it on your radar when I launched this account in Sept '25, and followed up with a full deep dive in Oct '25 when it was trading around $12.\n\nIf you followed along back then, you're sitting on a 200% gain today. https://t.co/XfPQrKRq3D", "parent_author": null, "ret_m1d": -0.08216062180828965, "ret_signed_m1d": -0.08216062180828965, "alpha_spy_m1d": -0.07556576136932414, "alpha_c_m1d": -0.06764543122724853, "bench_spy_m1d": -0.006594860438965511, "bench_c_m1d": -0.014515190581041115, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04470198387943025, "ret_signed_p1d": 0.04470198387943025, "alpha_spy_p1d": 0.044875226044176264, "alpha_c_p1d": 0.04470198387943025, "bench_spy_p1d": -0.0001732421647460125, "bench_c_p1d": 0.0, "ret_p1w": -0.004759924331310894, "ret_signed_p1w": -0.004759924331310894, "alpha_spy_p1w": -0.016723824414361155, "alpha_c_p1w": -0.004128851982214021, "bench_spy_p1w": 0.01196390008305026, "bench_c_p1w": -0.0006310723490968728, "ret_p1m": -0.455711932881538, "ret_signed_p1m": -0.455711932881538, "alpha_spy_p1m": -0.43511339873037125, "alpha_c_p1m": -0.49216274548262495, "bench_spy_p1m": -0.020598534151166747, "bench_c_p1m": 0.03645081260108696, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.455711932881538, "alpha_spy_stated": -0.43511339873037125, "alpha_c_stated": -0.49216274548262495, "price_path": [-0.4702, -0.5004, -0.4545, -0.4764, -0.4619, -0.4911, -0.4768, -0.4656, -0.4743, -0.4735, -0.4832, -0.487, -0.4909, -0.4396, -0.4865, -0.4421, -0.2999, -0.3001, -0.3413, -0.268, -0.3295, -0.3613, -0.4228, -0.4216, -0.3644, -0.2575, -0.2575, -0.2752, -0.2721, -0.2436, -0.2916, -0.2825, -0.2897, -0.2978, -0.2879, -0.1745, -0.2036, -0.2239, -0.213, -0.1832, -0.2076, -0.2666, -0.2663, -0.275, -0.2947, -0.2349, -0.2363, -0.2024, -0.2316, -0.1786, -0.2707, -0.1921, -0.1341, -0.1581, -0.1569, -0.1093, -0.1387, -0.1389, -0.1393, -0.1171, -0.1209, -0.0822, -0.0822, 0.0, 0.0447, 0.0637, 0.0584, -0.0385, -0.0048, -0.1074, -0.0991, -0.3332, -0.3224, -0.3549, -0.3642, -0.2928, -0.3553, -0.3671, -0.4162, -0.416, -0.4158, -0.4158, -0.4046, -0.4096, -0.4557, -0.4514, -0.4398, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045552229747151094", "ticker_idx": 0, "ts": "2026-04-18T17:17:10+00:00", "symbol": "AMPX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMPX one of the main winners of this milestone. Amprius is uniquely positioned to benefit because the success of eVTOL aircraft hinges entirely on battery performance. Note: I'm long $AMPX", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AMPX as primary beneficiary of eVTOL/flying-taxi expansion; silicon anode tech at 500 Wh/kg and 6-min charging uniquely positioned for Dubai market.", "resolved_tickers": ["AMPX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "quote", "lang": "en", "tweet_text": "$AMPX one of the main winners of this milestone. Amprius is uniquely positioned to benefit because the success of eVTOL aircraft hinges entirely on battery performance.\n\nThe energy demands are extreme, requiring the ultra-high density that Amprius’s silicon anode technology provides at 500 Wh/kg, solving the critical weight-to-power ratio for profitable flights.\n\nFurthermore, a taxi network in Dubai relies on rapid turnaround, a need met by Amprius’s ability to charge to 80% in under six minutes. By validating this infrastructure, Dubai triggers a competitive race for elite power sources.\n\nAmprius, with its significant market share and scalable manufacturing model, stands as the primary beneficiary of this demand surge.\n\nNote: I’m long $AMPX", "reply_text": null, "parent_text": null, "quoted_text": "JUST IN: Dubai has completed its first flying taxi station, with commercial operations set to begin by year-end.", "parent_author": null, "ret_m1d": -0.04793475292200744, "ret_signed_m1d": -0.04793475292200744, "alpha_spy_m1d": -0.04993849499040259, "alpha_c_m1d": -0.04569211193957301, "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": 0.0928097724720871, "ret_signed_p1d": 0.0928097724720871, "alpha_spy_p1d": 0.09935666532062659, "alpha_c_p1d": 0.10695575647259936, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": -0.014145984000512257, "ret_p1w": 0.09229981691009925, "ret_signed_p1w": 0.09229981691009925, "alpha_spy_p1w": 0.08319883718582433, "alpha_c_p1w": 0.10029287577089285, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": -0.0079930588607936, "ret_p1m": -0.21060688116119308, "ret_signed_p1m": -0.21060688116119308, "alpha_spy_p1m": -0.24589595033247258, "alpha_c_p1m": -0.18093472490885942, "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": -0.21060688116119308, "alpha_spy_stated": -0.24589595033247258, "alpha_c_stated": -0.18093472490885942, "price_path": [-0.4253, -0.3906, -0.4304, -0.4442, -0.4095, -0.3891, -0.3075, -0.3656, -0.3294, -0.2514, -0.3677, -0.4605, -0.3758, -0.3631, -0.411, -0.4335, -0.4804, -0.4916, -0.4916, -0.5018, -0.4946, -0.4722, -0.5145, -0.4799, -0.4493, -0.436, -0.4125, -0.4528, -0.409, -0.4069, -0.36, -0.2407, -0.1673, -0.0964, -0.0821, -0.052, -0.0673, -0.0847, -0.0469, -0.0117, -0.0362, -0.0255, -0.0719, -0.0474, -0.0943, -0.0857, -0.1249, -0.178, -0.2494, -0.1402, -0.2086, -0.1841, -0.1841, -0.1045, -0.1484, -0.1372, -0.1764, -0.1219, -0.0622, -0.0877, -0.0668, -0.0245, -0.0479, 0.0, 0.0928, 0.1571, 0.1081, 0.0535, 0.0923, 0.0041, 0.0372, 0.0739, 0.0643, 0.0393, 0.0913, 0.1316, -0.1785, -0.1484, -0.0984, -0.0398, -0.1066, -0.0887, -0.1407, -0.1907, -0.2106, -0.2315, -0.2198, -0.1826, -0.1826, -0.0908, -0.1249, 0.0632, 0.0342, 0.1091, 0.1683, 0.1086, 0.1494, 0.0041, -0.0398, -0.1117, -0.1622, -0.128, -0.1683, -0.1423, -0.2101, -0.2351, -0.1754, -0.1754, -0.2019, -0.28, -0.3616, -0.3595, -0.3417, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040102339994874284", "ticker_idx": 0, "ts": "2026-04-03T16:21:15+00:00", "symbol": "FLNC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "think the energy grid remains critical and $FLNC is ideally positioned. I hold my position", "tweet_type": "position_disclosure", "timeline": "quarters", "summary": "Holding FLNC long despite 27% loss; expects no turnaround until next earnings but sees it as ideally positioned in critical energy grid sector.", "resolved_tickers": ["FLNC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Utilities - Renewable", "unit_kind": "quote", "lang": "en", "tweet_text": "The new energy wave had a difficult Q1 2026. \n\nNuclear\n$OKLO:  -38%\n$SMR: -37%\n\nEnergy grid\n$EOSE: -61%\n$FLNC: -42%\n\nSolar:\n$TE: -46%\n$FSLR: -29%\n\nHydrogen:\n$TKA: -20%\n$PLUG: +8%\n\nI own $FLNC who reported disappointing results but really got hammered when $EOSE reported earnings. \n\nThe trust in management in this sector is completely gone. I don’t expect a turnaround until next earnings. But think the energy grid remains critical and $FLNC is ideally positioned. \n\nI hold my position which is currently down 27% for me. It is my smallest position and only 3% of my portfolio.", "reply_text": null, "parent_text": null, "quoted_text": "$FLNC just dropped 15% after mixed Q4 earnings. \n\nFluence’s Q1 results signal a massive shift in scale. For the first time, the company’s $5.5 billion backlog completely covers their full-year sales targets. While they reported a net loss due to one-time project costs, the https://t.co/4A2KdzmVoI", "parent_author": null, "ret_m1d": 0.0075757865844463534, "ret_signed_m1d": 0.0075757865844463534, "alpha_spy_m1d": 0.01228039371910472, "alpha_c_m1d": 0.01228039371910472, "bench_spy_m1d": -0.004704607134658367, "bench_c_m1d": -0.004704607134658367, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0037878932922232877, "ret_signed_p1d": 0.0037878932922232877, "alpha_spy_p1d": 0.003347892727596058, "alpha_c_p1d": 0.003347892727596058, "bench_spy_p1d": 0.0004400005646272298, "bench_c_p1d": 0.0004400005646272298, "ret_p1w": 0.03409089513389851, "ret_signed_p1w": 0.03409089513389851, "alpha_spy_p1w": -0.007142581164019557, "alpha_c_p1w": -0.007142581164019557, "bench_spy_p1w": 0.04123347629791807, "bench_c_p1w": 0.04123347629791807, "ret_p1m": -0.038636381534177366, "ret_signed_p1m": -0.038636381534177366, "alpha_spy_p1m": -0.13703835668909703, "alpha_c_p1m": -0.13703835668909703, "bench_spy_p1m": 0.09840197515491966, "bench_c_p1m": 0.09840197515491966, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.5576, 0.6045, 0.7576, 0.7636, 0.8045, 0.7159, 0.9318, 1.0515, 1.0515, 0.9326, 0.9955, 1.0659, 1.0409, 1.0545, 1.1545, 1.3477, 1.3917, 1.3311, 1.3402, 1.4417, 1.1962, 0.4356, 0.4727, 0.4697, 0.4386, 0.3273, 0.3212, 0.3985, 0.3985, 0.347, 0.3205, 0.2545, 0.2538, 0.2174, 0.2492, 0.2371, 0.2273, 0.1773, 0.1455, 0.1303, 0.197, 0.1939, 0.1197, 0.1894, 0.2788, 0.2962, 0.2439, 0.2409, 0.2712, 0.25, 0.2114, 0.2144, 0.1462, 0.1636, 0.2235, 0.2386, 0.1333, 0.072, -0.0152, 0.0424, -0.0136, 0.0076, 0.0076, 0.0, 0.0038, -0.0061, 0.0273, 0.0439, 0.0341, 0.1212, 0.1523, 0.1348, 0.0254, -0.0432, -0.0326, 0.0227, 0.0242, 0.0136, 0.0121, -0.0644, -0.1038, -0.0773, -0.0765, -0.0659, -0.0386, 0.0273, 0.4371, 0.8303, 0.9114, 0.6121, 0.6742, 0.5864, 0.5735, 0.4803, 0.3568, 0.4348, 0.5295, 0.628, 0.628, 0.6159, 0.6076, 0.6182, 0.4303, 1.0568, 1.1144, 0.8826, 1.0568, 0.7356, 0.8235, 0.7773, 0.6379, 0.8394, 0.7962, 0.8318, 0.8121, 0.7742, 0.8788, 0.8788, 0.9083, 0.6068, 0.4962, 0.4682, 0.4598, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2033503674522116232", "ticker_idx": 0, "ts": "2026-03-16T11:20:31+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "those who can provide it will announce new deals", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish AI power/compute providers; IREN flagged as beneficiary of hyperscaler capacity deals.", "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 up 6% on the news as well. Investors hope that this is a positive signal for the whole sector. \n\nThis deal confirms what we already know. Hyperscalers need power and those who can provide it will announce new deals. https://t.co/TIIoMplppC", "reply_text": null, "parent_text": null, "quoted_text": "It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META. \n\nKey Details of the Agreement\n\n• Dedicated Capacity ($12 Billion): Nebius will provide Meta with $12 billion worth of dedicated AI computing https://t.co/A5KNhdo5jW", "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": "quote:2053916124547576029", "ticker_idx": 0, "ts": "2026-05-11T19:12:18+00:00", "symbol": "CML.L", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I believe their shift to higher-frequency GaN/GaAs components and their expansion into the ITAR-regulated US defense and satellite markets will be a real game changer", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on CML.L micro-cap: GaN/GaAs pivot + ITAR US defense/satellite expansion seen as a game changer; high-margin regulated markets.", "resolved_tickers": ["CML.L"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$CML.L is an interesting micro-cap and partner of Filtronic. \n\nthey are an essential fabless semiconductor supplier for mission-critical communications. The commercial satellite and high-frequency 5G infrastructure tech is rapidly developing. \n\nThrough its recent acquisition of Microwave Technology (MwT), CML is building Gallium Nitride (GaN) and Gallium Arsenide (GaAs) MMIC amplifiers for the aerospace and defense sectors. \n\nCML is pivoting away from just legacy two-way radio chips to high-frequency mmWave tech. \n\nWhile many larger competitors are fighting margin wars in consumer electronics, CML is strictly focused on high-margin, highly regulated industrial, defense, and space markets. \n\nI believe their shift to higher-frequency GaN/GaAs components and their expansion into the ITAR-regulated US defense and satellite markets will be a real game changer. \n\nEven during this severe cyclical downturn, they were able to secure a massive 12-year, $30M design and supply contract for industrial GNSS equipment. \n\nThis high-frequency segment will become more and more important for them.\n\nWant to dig a bit deeper but certainly an interesting company.", "reply_text": null, "parent_text": null, "quoted_text": "I spent two weeks researching the space communications evolution.\n\nThe real bottleneck in the LEO mega-constellation race? Whoever can push 50–100W of GaN power at V-band and E-band frequencies wins.\n\nIn the article: \n→ The difference between Ka-band and V- or E-band → Why", "parent_author": null, "ret_m1d": 0.04132231404958686, "ret_signed_m1d": 0.04132231404958686, "alpha_spy_m1d": 0.043594701586103235, "alpha_c_m1d": 0.05827502972802112, "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": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0015149526145865622, "alpha_c_p1d": 0.02613176523466887, "bench_spy_p1d": -0.0015149526145865622, "bench_c_p1d": -0.02613176523466887, "ret_p1w": -0.04132231404958675, "ret_signed_p1w": -0.04132231404958675, "alpha_spy_p1w": -0.04044312338837608, "alpha_c_p1w": 0.010993322572693365, "bench_spy_p1w": -0.0008791906612106715, "bench_c_p1w": -0.052315636622280115, "ret_p1m": -0.04132231404958675, "ret_signed_p1m": -0.04132231404958675, "alpha_spy_p1m": -0.038278917191927775, "alpha_c_p1m": -0.06682944088983678, "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": -0.04132231404958675, "alpha_spy_stated": -0.038278917191927775, "alpha_c_stated": -0.06682944088983678, "price_path": [-0.1835, -0.2132, -0.2132, -0.2132, -0.2132, -0.2066, -0.2066, -0.2066, -0.2066, -0.2231, -0.2165, -0.2231, -0.2331, -0.2562, -0.2231, -0.2231, -0.2231, -0.2727, -0.2727, -0.2727, -0.2727, -0.2893, -0.2893, -0.2893, -0.2959, -0.3058, -0.3157, -0.2562, -0.276, -0.2529, -0.2496, -0.2496, -0.2562, -0.2628, -0.3223, -0.3058, -0.3058, -0.3058, -0.2727, -0.2562, -0.1636, -0.1835, -0.2562, -0.2562, -0.2562, -0.2562, -0.2562, -0.2479, -0.2479, -0.2397, -0.2397, -0.2397, -0.2149, -0.2149, -0.2149, -0.2149, -0.2149, -0.2149, -0.2066, -0.2149, -0.1967, -0.0496, 0.0413, 0.0, 0.0, -0.0248, -0.0992, -0.0579, -0.0413, -0.0826, 0.0083, 0.0248, 0.0248, 0.0083, 0.1405, 0.2231, 0.1322, 0.1653, 0.1653, 0.0413, 0.0083, 0.0083, -0.0496, -0.0496, -0.0413, -0.124, -0.0331, -0.0165, -0.0248, -0.0909, -0.124, -0.1322, -0.124, -0.1339, -0.124, -0.124, -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, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2065364833625592002", "ticker_idx": 0, "ts": "2026-06-12T09:25:23+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "with a forward P/E of 5.81 there is still room to grow... those metrics are all better than $ASML. Like I said $ASML has the longevity and are less cyclical but with those numbers, there is still room imo", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long SK Hynix on cheap valuation (fwd P/E 5.81) vs strong ROIC/ROE/margins; sold ASML (fwd P/E 46) implying relative undervaluation.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I think so, with a forward P/E of 5.81 there is still room to grow. I sold my $ASML shares for it who has a forward P/E of 46 atm. Not saying that SK Hynix should have the same multiple but their ROIC is at 46% at the moment, ROE 61%, GP margin 68%,… those metrics are all better than $ASML. \n\nLike I said $ASML has the longevity and are less cyclical but with those numbers, there is still room imo. Memory won’t be gone tmrw.", "reply_text": null, "parent_text": "@Kaizen_Investor Still though?", "quoted_text": null, "parent_author": "TacticzH", "ret_m1d": -0.06031468531468531, "ret_signed_m1d": -0.06031468531468531, "alpha_spy_m1d": -0.05493552922280176, "alpha_c_m1d": -0.04336196353726629, "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": 0.04108391608391604, "ret_signed_p1d": 0.04108391608391604, "alpha_spy_p1d": 0.023449946190162718, "alpha_c_p1d": -0.0026930254145445254, "bench_spy_p1d": 0.01763396989375332, "bench_c_p1d": 0.043776941498460564, "ret_p1w": 0.27578671328671334, "ret_signed_p1w": 0.27578671328671334, "alpha_spy_p1w": 0.26646583463072027, "alpha_c_p1w": 0.21139549208645825, "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": [-0.5385, -0.5573, -0.56, -0.5923, -0.5691, -0.5652, -0.5923, -0.5923, -0.6185, -0.6473, -0.608, -0.6373, -0.6172, -0.6128, -0.5997, -0.5486, -0.5639, -0.5512, -0.5455, -0.518, -0.5036, -0.4953, -0.5071, -0.4905, -0.4651, -0.4656, -0.4647, -0.466, -0.4354, -0.4319, -0.435, -0.438, -0.438, -0.3677, -0.3677, -0.3004, -0.2772, -0.2632, -0.1785, -0.1981, -0.1365, -0.1391, -0.2051, -0.1959, -0.2375, -0.2375, -0.1522, -0.1518, -0.1518, -0.1033, -0.0198, 0.0004, 0.0197, 0.0328, 0.0315, 0.0315, 0.0044, -0.0953, -0.1648, -0.0319, -0.1049, -0.0817, -0.0603, 0.0, 0.0411, 0.1018, 0.1735, 0.208, 0.2758, 0.1167, 0.1455, 0.2749, 0.1683, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042334076363850077", "ticker_idx": 0, "ts": "2026-04-09T20:09:23+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think they are one of the safest plays into photonics. Financially very healthy and they are using their cash do to some great acquisition.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long MRVL as a top photonics play with strong financials, Celestial AI acquisition, and $2B NVDA partnership expanding AI ecosystem access.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "My $MRVL position is already up 35%. \n\nI think they are one of the safest plays into photonics. Financially very healthy and they are using their cash do to some great acquisition. \n\nIts Celestial AI deal adds Photonic Fabric, strengthening its position in scale-up connectivity for next-gen data centers.\n\nThey also have a strategic partnership with $NVDA. They are working together on NVLink Fusion, custom silicon, scale-up networking, and silicon photonics so customers can build AI systems that stay compatible with NVIDIA’s ecosystem.\n\nNVIDIA announced a $2 billion equity investment in Marvell as part of the expanded partnership. \n\nNVIDIA gets a broader, more flexible AI hardware stack, and Marvell gets deeper access to NVIDIA’s AI factory and AI-RAN ecosystem.", "reply_text": null, "parent_text": null, "quoted_text": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. \n\nHere is my investment thesis\n\nWith AI models now having trillions of parameters, the limiting factor in compute performance is no longer the GPU itself, but the network required to synchronize https://t.co/QwPreencwU", "parent_author": null, "ret_m1d": -0.06708701072034096, "ret_signed_m1d": -0.06708701072034096, "alpha_spy_m1d": -0.06774922438362885, "alpha_c_m1d": -0.052048539628075985, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02186938624376711, "ret_signed_p1d": 0.02186938624376711, "alpha_spy_p1d": 0.012096938997285367, "alpha_c_p1d": 0.007082736859776784, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.0871662889674174, "ret_signed_p1w": 0.0871662889674174, "alpha_spy_p1w": 0.042012737442502335, "alpha_c_p1w": 0.024723516411107926, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.32959754871346525, "ret_signed_p1m": 0.32959754871346525, "alpha_spy_p1m": 0.24152763451304837, "alpha_c_p1m": 0.010448145862717695, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.32959754871346525, "alpha_spy_stated": 0.24152763451304837, "alpha_c_stated": 0.010448145862717695, "price_path": [-0.354, -0.3683, -0.3747, -0.3741, -0.3741, -0.3793, -0.3579, -0.3536, -0.3759, -0.3639, -0.3549, -0.3495, -0.3673, -0.3861, -0.3881, -0.4124, -0.4265, -0.4227, -0.3755, -0.3594, -0.3621, -0.3673, -0.3915, -0.3885, -0.3885, -0.3854, -0.3848, -0.3807, -0.3817, -0.3949, -0.3902, -0.3705, -0.3832, -0.3645, -0.371, -0.3971, -0.3926, -0.4113, -0.3033, -0.2793, -0.2742, -0.2965, -0.318, -0.3166, -0.2876, -0.2938, -0.3184, -0.3036, -0.3162, -0.2987, -0.2815, -0.2342, -0.2402, -0.2619, -0.3169, -0.2295, -0.1699, -0.1668, -0.1668, -0.1481, -0.1492, -0.1097, -0.0671, 0.0, 0.0219, 0.0416, 0.0476, 0.038, 0.0872, 0.1506, 0.1776, 0.2244, 0.2885, 0.2788, 0.2313, 0.1925, 0.2185, 0.2853, 0.2838, 0.2737, 0.3133, 0.3398, 0.2453, 0.3241, 0.3296, 0.2803, 0.3849, 0.421, 0.3767, 0.3147, 0.3719, 0.4538, 0.4841, 0.528, 0.528, 0.6208, 0.5464, 0.5941, 0.5955, 0.7078, 1.2631, 1.3477, 1.4627, 1.0505, 1.248, 1.077, 0.9658, 1.1847, 1.1768, 1.4039, 1.1688, 1.2534, 1.4172, 1.4172, 1.396, 1.1717, 1.1535, 1.189, 1.0762, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2042334076363850077", "ticker_idx": 1, "ts": "2026-04-09T20:09:23+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "NVIDIA gets a broader, more flexible AI hardware stack, and Marvell gets deeper access to NVIDIA's AI factory and AI-RAN ecosystem.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds long MRVL as a top photonics play with strong financials, Celestial AI acquisition, and $2B NVDA partnership expanding AI ecosystem access.", "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": "My $MRVL position is already up 35%. \n\nI think they are one of the safest plays into photonics. Financially very healthy and they are using their cash do to some great acquisition. \n\nIts Celestial AI deal adds Photonic Fabric, strengthening its position in scale-up connectivity for next-gen data centers.\n\nThey also have a strategic partnership with $NVDA. They are working together on NVLink Fusion, custom silicon, scale-up networking, and silicon photonics so customers can build AI systems that stay compatible with NVIDIA’s ecosystem.\n\nNVIDIA announced a $2 billion equity investment in Marvell as part of the expanded partnership. \n\nNVIDIA gets a broader, more flexible AI hardware stack, and Marvell gets deeper access to NVIDIA’s AI factory and AI-RAN ecosystem.", "reply_text": null, "parent_text": null, "quoted_text": "I decided to take a position in $MRVL last Monday. I started the position at $88.66. \n\nHere is my investment thesis\n\nWith AI models now having trillions of parameters, the limiting factor in compute performance is no longer the GPU itself, but the network required to synchronize https://t.co/QwPreencwU", "parent_author": null, "ret_m1d": -0.025022544748339093, "ret_signed_m1d": -0.025022544748339093, "alpha_spy_m1d": -0.025684758411626984, "alpha_c_m1d": -0.009984073656074122, "bench_spy_m1d": 0.0006622136632878917, "bench_c_m1d": -0.015038471092264971, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003604892099032586, "ret_signed_p1d": 0.003604892099032586, "alpha_spy_p1d": -0.006167555147449155, "alpha_c_p1d": -0.011181757284957738, "bench_spy_p1d": 0.009772447246481741, "bench_c_p1d": 0.014786649383990325, "ret_p1w": 0.06918295888331927, "ret_signed_p1w": 0.06918295888331927, "alpha_spy_p1w": 0.024029407358404198, "alpha_c_p1w": 0.0067401863270097895, "bench_spy_p1w": 0.04515355152491507, "bench_c_p1w": 0.06244277255630948, "ret_p1m": 0.1633355780222414, "ret_signed_p1m": 0.1633355780222414, "alpha_spy_p1m": 0.07526566382182454, "alpha_c_p1m": -0.15581382482850614, "bench_spy_p1m": 0.08806991420041688, "bench_c_p1m": 0.31914940285074755, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1633355780222414, "alpha_spy_stated": 0.07526566382182454, "alpha_c_stated": -0.15581382482850614, "price_path": [-0.015, -0.0292, -0.0084, -0.0128, -0.0128, -0.056, -0.0282, -0.0201, -0.0051, -0.0115, -0.0006, 0.0153, 0.0205, 0.0132, -0.0161, -0.044, -0.0766, -0.0888, -0.0171, 0.0074, -0.0005, 0.0075, -0.009, -0.0309, -0.0309, -0.0195, -0.0035, -0.0039, 0.0063, 0.0154, 0.0223, 0.0367, -0.0199, -0.0607, -0.0327, -0.0455, -0.0297, -0.0281, -0.0574, -0.0318, -0.0205, -0.0138, -0.0291, -0.0444, -0.0287, -0.0355, -0.0436, -0.0534, -0.0845, -0.0689, -0.0712, -0.0527, -0.0922, -0.1119, -0.1244, -0.0754, -0.0683, -0.0596, -0.0596, -0.0583, -0.0558, -0.0347, -0.025, 0.0, 0.0036, 0.0418, 0.0543, 0.0515, 0.0692, 0.0712, 0.0596, 0.0735, 0.0584, 0.1041, 0.1483, 0.1301, 0.1093, 0.058, 0.0521, 0.0522, 0.0417, 0.1018, 0.1212, 0.1409, 0.1633, 0.1704, 0.1972, 0.2497, 0.1945, 0.1786, 0.1695, 0.1847, 0.1637, 0.1415, 0.1415, 0.1391, 0.1271, 0.1358, 0.1193, 0.1894, 0.1813, 0.1385, 0.1606, 0.0886, 0.1074, 0.105, 0.0637, 0.0874, 0.0891, 0.1276, 0.1008, 0.0862, 0.1183, 0.1183, 0.1074, 0.0617, 0.0562, 0.0389, 0.0219, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032063247998656738", "ticker_idx": 0, "ts": "2026-03-12T11:56:46+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Palantir is locking down new strategic alliances daily. They are becoming the backbone of this AI era.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish PLTR as it cements AI-era dominance via daily strategic partnerships including NVDA and ONDS.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Two massive $PLTR partnerships announced today\n\n- $NVDA for core sovereign AI datacenters \n- $ONDS for tactical edge drones. \n\nPalantir is locking down new strategic alliances daily.\n\nThey are becoming the backbone of this AI era. https://t.co/uHZmXCJ9Mu", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012377810400549638, "ret_signed_m1d": -0.012377810400549638, "alpha_spy_m1d": -0.02779691525875383, "alpha_c_m1d": -0.02779691525875383, "bench_spy_m1d": 0.015419104858204191, "bench_c_m1d": 0.015419104858204191, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.016612397731321282, "ret_signed_p1d": -0.016612397731321282, "alpha_spy_p1d": -0.010952261978712352, "alpha_c_p1d": -0.010952261978712352, "bench_spy_p1d": -0.00566013575260893, "bench_c_p1d": -0.00566013575260893, "ret_p1w": 0.014201906682614007, "ret_signed_p1w": 0.014201906682614007, "alpha_spy_p1w": 0.02360039807463099, "alpha_c_p1w": 0.02360039807463099, "bench_spy_p1w": -0.009398491392016983, "bench_c_p1w": -0.009398491392016983, "ret_p1m": -0.16573291492772801, "ret_signed_p1m": -0.16573291492772801, "alpha_spy_p1m": -0.18863720639049553, "alpha_c_p1m": -0.18863720639049553, "bench_spy_p1m": 0.022904291462767512, "bench_c_p1m": 0.022904291462767512, "ret_p3m": -0.13960907280639245, "ret_signed_p3m": -0.13960907280639245, "alpha_spy_p3m": -0.24921318297088757, "alpha_c_p3m": -0.24921318297088757, "bench_spy_p3m": 0.10960411016449512, "bench_c_p3m": 0.10960411016449512, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.16573291492772801, "alpha_spy_stated": -0.18863720639049553, "alpha_c_stated": -0.18863720639049553, "price_path": [0.1938, 0.2231, 0.155, 0.2097, 0.2598, 0.2637, 0.2647, 0.265, 0.265, 0.2294, 0.1999, 0.1781, 0.158, 0.158, 0.0936, 0.1338, 0.1707, 0.1836, 0.1522, 0.1563, 0.1688, 0.1659, 0.1622, 0.1536, 0.1137, 0.1137, 0.0979, 0.0771, 0.0808, 0.1049, 0.091, 0.0795, 0.0251, -0.0107, -0.045, -0.0374, 0.0285, -0.0909, -0.153, -0.1147, -0.069, -0.0911, -0.1161, -0.1588, -0.1439, -0.1439, -0.1334, -0.118, -0.1212, -0.119, -0.1492, -0.1607, -0.1258, -0.1144, -0.1063, -0.0543, -0.0409, -0.002, -0.0054, 0.0238, 0.0191, -0.0154, -0.0124, 0.0, -0.0166, -0.0051, 0.0103, -0.0048, 0.0142, -0.0184, 0.0478, 0.0083, 0.0095, -0.0387, -0.068, -0.1039, -0.047, -0.0457, -0.0328, -0.0328, -0.0363, -0.0223, -0.083, -0.1499, -0.1657, -0.1377, -0.116, -0.0739, -0.07, -0.0463, -0.0496, -0.0491, -0.0057, -0.0777, -0.0678, -0.0678, -0.0803, -0.1012, -0.0937, -0.0614, -0.0487, -0.1146, -0.1284, -0.1072, -0.1023, -0.1082, -0.114, -0.1528, -0.1288, -0.1271, -0.1196, -0.1188, -0.1065, -0.1048, -0.1083, -0.1083, -0.1101, -0.1367, -0.0662, 0.0198, 0.0466, -0.0087, -0.0736, -0.0769, -0.1171, -0.1109, -0.1396, -0.1517, -0.1461, -0.1662, -0.1224, -0.1319, -0.149, -0.1631, -0.1631, -0.2215, -0.2397, -0.2606, -0.3012, -0.2643, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2034017069356707874", "ticker_idx": 0, "ts": "2026-03-17T21:20:34+00:00", "symbol": "TTD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TTD on there way to new lows… Sad to see.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "TTD heading to new lows following Publicis dropping it as a recommended platform.", "resolved_tickers": ["TTD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@StockSavvyShay $TTD on there way to new lows… Sad to see.", "reply_text": null, "parent_text": "One of the world’s largest advertising companies Publicis is reportedly dropping $TTD as a recommended platform after a recent audit.\n\nThe audit alleges fee opacity &amp; unauthorized auto-enrollment that directly challenges Trade Desk’s core value proposition as a neutral, https://t.co/jnjTsj5qAB", "quoted_text": null, "parent_author": "StockSavvyShay", "ret_m1d": 0.06454354594507383, "ret_signed_m1d": -0.06454354594507383, "alpha_spy_m1d": -0.05039244195524417, "alpha_c_m1d": -0.05039244195524417, "bench_spy_m1d": 0.014151103989829661, "bench_c_m1d": 0.014151103989829661, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0016984717398956795, "ret_signed_p1d": 0.0016984717398956795, "alpha_spy_p1d": -0.0007658165354486046, "alpha_c_p1d": -0.0007658165354486046, "bench_spy_p1d": -0.002464288275344284, "bench_c_p1d": -0.002464288275344284, "ret_p1w": -0.06709129405064329, "ret_signed_p1w": 0.06709129405064329, "alpha_spy_p1w": 0.06283352266931996, "alpha_c_p1w": 0.06283352266931996, "bench_spy_p1w": -0.0042577713813233276, "bench_c_p1w": -0.0042577713813233276, "ret_p1m": -0.033545606529595706, "ret_signed_p1m": 0.033545606529595706, "alpha_spy_p1m": 0.09726551109362191, "alpha_c_p1m": 0.09726551109362191, "bench_spy_p1m": 0.06371990456402621, "bench_c_p1m": 0.06371990456402621, "ret_p3m": -0.18174093069869224, "ret_signed_p3m": 0.18174093069869224, "alpha_spy_p3m": 0.3260668290196199, "alpha_c_p3m": 0.3260668290196199, "bench_spy_p3m": 0.14432589832092768, "bench_c_p3m": 0.14432589832092768, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.033545606529595706, "alpha_spy_stated": 0.09726551109362191, "alpha_c_stated": 0.09726551109362191, "price_path": [0.5822, 0.5834, 0.5898, 0.6187, 0.6187, 0.6268, 0.6301, 0.6187, 0.6119, 0.6119, 0.6, 0.7032, 0.6875, 0.6412, 0.5839, 0.5834, 0.5669, 0.5771, 0.5766, 0.5384, 0.5066, 0.5066, 0.4501, 0.5002, 0.5635, 0.552, 0.4357, 0.3669, 0.3533, 0.327, 0.2879, 0.2633, 0.1541, 0.158, 0.1142, 0.1482, 0.1482, 0.1945, 0.1563, 0.11, 0.096, 0.096, 0.0726, 0.0828, 0.0718, 0.0658, 0.0263, 0.059, 0.0684, 0.017, 0.0115, 0.0327, 0.0616, 0.0688, 0.265, 0.2433, 0.2127, 0.1745, 0.1584, 0.1263, 0.1609, 0.1499, 0.0645, 0.0, -0.0017, 0.0238, 0.017, -0.0514, -0.0671, -0.0769, -0.0964, -0.0654, -0.0365, -0.0667, -0.0637, -0.0637, -0.0569, -0.121, -0.1401, -0.1248, -0.1469, -0.0989, -0.1074, -0.0497, -0.0335, -0.0459, 0.0212, -0.0149, 0.0004, -0.0395, 0.0178, -0.0174, -0.0136, 0.0348, 0.0017, 0.0293, 0.0234, 0.045, 0.0195, -0.0025, -0.02, -0.0862, -0.1023, -0.1299, -0.1333, -0.1019, -0.0544, -0.1015, -0.1074, -0.0964, -0.0497, -0.0497, -0.0582, -0.0535, -0.1019, -0.0845, -0.014, -0.104, -0.127, -0.107, -0.1529, -0.1749, -0.1554, -0.1809, -0.1975, -0.1813, -0.1817, -0.1949, -0.2289, -0.214, -0.214, -0.2348, -0.2386, -0.2484, -0.2641, -0.22, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2037851805032366266", "ticker_idx": 0, "ts": "2026-03-28T11:18:26+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RKLB never disappoints. The space industry is one of the most fascinating sectors & $RKLB one of the best companies in it.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish on RKLB as one of the best companies in the space sector; encourages holding through drawdowns.", "resolved_tickers": ["RKLB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "$RKLB never disappoints. The space industry is one of the most fascinating sectors &amp; $RKLB one of the best companies in it. \n\nRemember that you don’t just own shares, you are part of a company. When you buy companies you really admire, it’s easier to hold through the drawdowns.", "reply_text": null, "parent_text": null, "quoted_text": "MISSION SUCCESS 🚀\n\nPayload deployment confirmed for our 85th Electron launch. Welcome to orbit, @esa. 'The Daughter Of The Stars' is home. https://t.co/m0rLGNeKqs", "parent_author": null, "ret_m1d": 0.06186823232795646, "ret_signed_m1d": 0.06186823232795646, "alpha_spy_m1d": 0.05851362588056652, "alpha_c_m1d": 0.045330301558870634, "bench_spy_m1d": 0.0033546064473899406, "bench_c_m1d": 0.01653793076908583, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.11920529845351857, "ret_signed_p1d": 0.11920529845351857, "alpha_spy_p1d": 0.0901374326687614, "alpha_c_p1d": 0.08651260214140821, "bench_spy_p1d": 0.029067865784757174, "bench_c_p1d": 0.03269269631211036, "ret_p1w": 0.17933072341032075, "ret_signed_p1w": 0.17933072341032075, "alpha_spy_p1w": 0.13667043189991035, "alpha_c_p1w": 0.12824834269137453, "bench_spy_p1w": 0.0426602915104104, "bench_c_p1w": 0.05108238071894622, "ret_p1m": 0.36964090057435195, "ret_signed_p1m": 0.36964090057435195, "alpha_spy_p1m": 0.2434956914791031, "alpha_c_p1m": 0.2778843053319102, "bench_spy_p1m": 0.12614520909524884, "bench_c_p1m": 0.09175659524244173, "ret_p3m": 0.4062391240742562, "ret_signed_p3m": 0.4062391240742562, "alpha_spy_p3m": 0.2413234951617993, "alpha_c_p3m": 0.2276873518886917, "bench_spy_p3m": 0.16491562891245692, "bench_c_p3m": 0.1785517721855645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.36964090057435195, "alpha_spy_stated": 0.2434956914791031, "alpha_c_stated": 0.2778843053319102, "price_path": [0.2158, 0.2158, 0.3243, 0.3618, 0.4993, 0.4653, 0.4479, 0.4787, 0.5319, 0.5089, 0.5999, 0.5817, 0.6783, 0.6783, 0.5539, 0.5305, 0.5333, 0.5493, 0.4026, 0.5162, 0.5436, 0.4932, 0.3954, 0.2923, 0.4163, 0.2741, 0.1558, 0.2604, 0.3217, 0.2553, 0.2133, 0.1504, 0.1753, 0.1753, 0.218, 0.297, 0.3346, 0.2349, 0.2236, 0.2194, 0.2234, 0.2661, 0.2043, 0.2368, 0.2222, 0.2532, 0.2199, 0.2219, 0.2457, 0.2013, 0.2541, 0.1915, 0.1922, 0.2428, 0.3696, 0.2109, 0.2536, 0.1717, 0.1851, 0.1514, 0.2701, 0.1492, 0.0619, 0.0, 0.1192, 0.1419, 0.1804, 0.1804, 0.1793, 0.1558, 0.2039, 0.1631, 0.186, 0.2307, 0.2586, 0.2827, 0.4453, 0.4779, 0.5591, 0.5099, 0.5692, 0.4744, 0.3886, 0.4341, 0.3696, 0.3423, 0.438, 0.3735, 0.3996, 0.3726, 0.4753, 0.3695, 0.8381, 1.0451, 1.0488, 1.1636, 1.31, 1.1745, 1.2858, 1.2187, 1.3402, 1.1863, 1.366, 1.366, 1.4956, 1.6182, 1.5798, 1.5005, 1.133, 1.1492, 0.999, 1.0904, 0.9184, 0.9807, 0.8862, 0.8308, 1.0003, 0.7844, 0.904, 0.8235, 0.8818, 0.8689, 0.8689, 0.7478, 0.6577, 0.4885, 0.4062, 0.4733, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064006572208996511", "ticker_idx": 0, "ts": "2026-06-08T15:28:08+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Something I did not emphasize enough in my $PL deep-dive is how bullish the partnership with $GOOGL is. It's an advantage no other company in the industry has.", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL on unique Google Cloud/AI/LEM partnership, Project Suncatcher, and TAM expansion; GOOGL named as key strategic partner.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "Something I did not emphasize enough in my $PL deep-dive is how bullish the partnership with $GOOGL is. It's an advantage no other company in the industry has. \n\nA first hurdle for competitors are the massive amounts of data they need to store. They need a cloud provider to help them store and organize the data. Planet has that in Google. Planet's entre operational pipeline is built on and powered by Google Cloud Platform. It was part of the agreement of the Terra bella acquisition of Planet in 2017. \n\nPlanet is building it's own Large Earth Model (LEMs) and Agentic AI workflows. They partner with Google on this as well, they are leveraging Google's Remote Sensing Foundation Model (RSFM) alongside with Gemini-powered reasoning. This integration is what gives the application its agentic capabilities, allowing it to understand a conversational text prompt, autonomously scan Planet's daily global imagery, detect specific objects or changes over time, and synthesize the findings into an analytic report.\n\nPlanet refers to this initiative as Queryable Earth or Planetary Intelligence. Instead of training a model purely on internet text, they are essentially training AI on Earth observation data about the physical world. Google's foundation models provide the underlying architecture that translates the user's natural language into complex geospatial queries.\n\nEarly 2026 Google and Planet released the highly experimental Project Suncatcher. This is a research initiative exploring the feasibility of running data-center-style computing systems in low Earth orbit. The project aims to see if near-continuous solar power and the vacuum of space can efficiently support energy-intensive artificial intelligence workloads. Planet is leveraging its manufacturing and operational expertise to build and help deploy two demonstration spacecraft for Google, targeted for launch around 2027.\n\nThere is no SaaS space company has this massive advantage. These initiatives will blow up the TAM of Planet.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/hGMVrEtXF5", "parent_author": null, "ret_m1d": -0.015882725446091817, "ret_signed_m1d": -0.015882725446091817, "alpha_spy_m1d": -0.013623667733913769, "alpha_c_m1d": -0.01905026293963097, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.003167537493539152, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04795362008809689, "ret_signed_p1d": -0.04795362008809689, "alpha_spy_p1d": -0.0450181695372891, "alpha_c_p1d": -0.0592995799338879, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.01134595984579101, "ret_p1w": -0.06597439352550127, "ret_signed_p1w": -0.06597439352550127, "alpha_spy_p1w": -0.08709132662411556, "alpha_c_p1w": -0.09505909191875683, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.02908469839325556, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.223, -0.2373, -0.2428, -0.2486, -0.1729, -0.2422, -0.1765, 0.0333, 0.033, -0.0278, 0.0803, -0.0104, -0.0574, -0.1481, -0.1463, -0.062, 0.0959, 0.0959, 0.0696, 0.0742, 0.1164, 0.0455, 0.0589, 0.0483, 0.0363, 0.051, 0.2184, 0.1753, 0.1454, 0.1616, 0.2056, 0.1695, 0.0825, 0.0828, 0.0699, 0.0409, 0.1292, 0.1271, 0.1772, 0.1341, 0.2123, 0.0764, 0.1924, 0.2779, 0.2425, 0.2443, 0.3146, 0.2712, 0.2709, 0.2703, 0.303, 0.2975, 0.3546, 0.3546, 0.4759, 0.5418, 0.5699, 0.562, 0.4191, 0.4688, 0.3173, 0.3296, -0.0159, 0.0, -0.048, -0.0617, 0.0437, -0.0486, -0.066, -0.1384, -0.1381, -0.1378, -0.1378, -0.1213, -0.1286, -0.1967, -0.1903, -0.1732, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064006572208996511", "ticker_idx": 1, "ts": "2026-06-08T15:28:08+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "how bullish the partnership with $GOOGL is", "tweet_type": "analysis", "timeline": "years", "summary": "Bullish PL on unique Google Cloud/AI/LEM partnership, Project Suncatcher, and TAM expansion; GOOGL named as key strategic partner.", "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": "Something I did not emphasize enough in my $PL deep-dive is how bullish the partnership with $GOOGL is. It's an advantage no other company in the industry has. \n\nA first hurdle for competitors are the massive amounts of data they need to store. They need a cloud provider to help them store and organize the data. Planet has that in Google. Planet's entre operational pipeline is built on and powered by Google Cloud Platform. It was part of the agreement of the Terra bella acquisition of Planet in 2017. \n\nPlanet is building it's own Large Earth Model (LEMs) and Agentic AI workflows. They partner with Google on this as well, they are leveraging Google's Remote Sensing Foundation Model (RSFM) alongside with Gemini-powered reasoning. This integration is what gives the application its agentic capabilities, allowing it to understand a conversational text prompt, autonomously scan Planet's daily global imagery, detect specific objects or changes over time, and synthesize the findings into an analytic report.\n\nPlanet refers to this initiative as Queryable Earth or Planetary Intelligence. Instead of training a model purely on internet text, they are essentially training AI on Earth observation data about the physical world. Google's foundation models provide the underlying architecture that translates the user's natural language into complex geospatial queries.\n\nEarly 2026 Google and Planet released the highly experimental Project Suncatcher. This is a research initiative exploring the feasibility of running data-center-style computing systems in low Earth orbit. The project aims to see if near-continuous solar power and the vacuum of space can efficiently support energy-intensive artificial intelligence workloads. Planet is leveraging its manufacturing and operational expertise to build and help deploy two demonstration spacecraft for Google, targeted for launch around 2027.\n\nThere is no SaaS space company has this massive advantage. These initiatives will blow up the TAM of Planet.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/hGMVrEtXF5", "parent_author": null, "ret_m1d": 0.013762351803142003, "ret_signed_m1d": 0.013762351803142003, "alpha_spy_m1d": 0.01602140951532005, "alpha_c_m1d": 0.008541325247069631, "bench_spy_m1d": -0.0022590577121780475, "bench_c_m1d": 0.005221026556072372, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002614880442088685, "ret_signed_p1d": 0.002614880442088685, "alpha_spy_p1d": 0.0055503309928964795, "alpha_c_p1d": -0.0008958252616753093, "bench_spy_p1d": -0.0029354505508077944, "bench_c_p1d": 0.0035107057037639944, "ret_p1w": 0.01662494449783969, "ret_signed_p1w": 0.01662494449783969, "alpha_spy_p1w": -0.004491988600774599, "alpha_c_p1w": 0.006722999955504516, "bench_spy_p1w": 0.021116933098614288, "bench_c_p1w": 0.009901944542335173, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.1508, -0.165, -0.1685, -0.1595, -0.1447, -0.1536, -0.1551, -0.172, -0.1691, -0.201, -0.1997, -0.2272, -0.2453, -0.2476, -0.209, -0.1819, -0.1864, -0.1864, -0.1748, -0.1597, -0.1271, -0.1239, -0.1273, -0.1161, -0.0842, -0.0726, -0.0757, -0.0601, -0.0718, -0.0859, -0.0666, -0.0678, -0.0526, -0.0363, -0.0378, -0.0374, 0.0585, 0.061, 0.0543, 0.0685, 0.0949, 0.0948, 0.1025, 0.0691, 0.0655, 0.1075, 0.1033, 0.0915, 0.0919, 0.0664, 0.0698, 0.0664, 0.0535, 0.0535, 0.0697, 0.0696, 0.0732, 0.0462, 0.0353, -0.0046, -0.0125, 0.0238, 0.0138, 0.0, 0.0026, -0.0191, -0.0152, -0.01, 0.0166, 0.0274, 0.0013, 0.013, 0.013, -0.0375, -0.0473, -0.0496, -0.0539, -0.0713, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068733708119560475", "ticker_idx": 0, "ts": "2026-06-21T16:32:05+00:00", "symbol": "memory", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "I remain bullish on memory though as I see a couple of things differently as the author.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains bullish on memory; rebuts bearish article on DRAM-to-Flash substitution, Nvidia memory cuts, and CapEx pause thesis — HBM structural demand intact.", "resolved_tickers": ["000660.KS", "005930.KS", "MU"], "resolution_method": "basket", "resolution_reason": "Memory sector basket: SK Hynix, Samsung, Micron", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I always recommend investors to read more about other perspectives than read articles with a similar perspective as your own. \n\nIf you are bullish on memory like me, this is a great article to read. It covers a whole other side of the story and it is very interesting to read. \n\nI remain bullish on memory though as I see a couple of things differently as the author. \n\n1. Replacing DRAM with Flash\n\nThe author points to AMD’s acquisition of MEXT as proof that companies are optimizing away from expensive memory. This fundamental misunderstanding confuses inference with training.\n\nSoftware tiering like MEXT or hardware like High Bandwidth Flash (HBF) is excellent for inference, which is read-heavy and deterministic. However, AI training requires constant, rapid backpropagation and weight updates. \n\nIf you attempt to use NAND flash as the primary working memory for AI training, the massive volume of continuous write cycles will physically destroy the flash cells, and the microsecond latency will leave the GPUs sitting idle. Flash cannot replace DRAM for the heaviest compute workloads.\n\n2. Misinterpreting Nvidia's Memory Optimization\n\nThe article claims Nvidia is cutting memory by pointing to a ~50% reduction in SOCAMM DRAM in the upcoming Rubin NVL72 rack. This misses exactly where that memory is located.\n\nSOCAMM (typically LPDDR5X) is attached to the CPU (the Grace or Vera chip), not the GPU. Nvidia optimizing the CPU-side memory is a localized cost and power reduction. Meanwhile, the actual AI accelerator( the Rubin GPU) is seeing a massive expansion in memory.\n\nEach Rubin GPU will pack up to 8 stacks of HBM4, pushing bandwidth well over 20TB/s. The article is confusing a cost-saving measure on the general-purpose compute side with a reduction in AI memory demand. \n\nThe structural bottleneck remains GPU memory bandwidth, and hyperscalers must continue paying for it.\n\n3. High Margins Are Not Just Greed\n\nThe article assumes the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung are purely the result of artificial supply choking. This ignores the manufacturing reality of High Bandwidth Memory, which is no longer a traditional commodity.\n\nHBM manufacturing is an extreme engineering challenge characterized by brutal yield curves. \n\nHBM requires stacking 8, 12, or soon 16 fragile DRAM dies on top of each other, connected by thousands of microscopic Through-Silicon Vias (TSVs). If a single die in a 16-Hi stack fails testing, the entire stack is scrapped.\n\nWith HBM4, the architecture changes fundamentally. The base die will no longer be standard DRAM, it will be a custom logic die manufactured on advanced foundry nodes (like TSMC's 3nm or 4nm) to double the I/O pin count from 1024 to 2048.\n\nThese companies aren't just printing standard RAM modules and jacking up the price. No, they are managing custom logic integration and advanced 3D packaging (like TSMC's CoWoS). The high margins compensate for massive R&D and low initial yields.\n\n4. The Memory Wall Prevents CapEX Pause \n\nThe author predicts a CapEx pause around mid-2027 because hyperscalers are running out of cash. This ignores the physics of Large Language Models.\n\nModel capability scales with parameter count, and parameter count scales linearly with memory capacity. A 1-trillion parameter model requires over 2TB of memory just to store the weights in FP16, plus massive additional capacity for the KV cache to handle long context windows.\n\nIf a hyperscaler pauses memory CapEx, they mathematically cap the size of the models they can train and serve. In the current AI arms race, stopping CapEx doesn't just mean saving money, it means forfeiting the frontier model race entirely.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/KVrDWNcNxL", "parent_author": null, "ret_m1d": -0.03852392589860668, "ret_signed_m1d": -0.03852392589860668, "alpha_spy_m1d": -0.04168084033820644, "alpha_c_m1d": -0.02502439887067335, "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": -0.12650473678752563, "ret_signed_p1d": -0.12650473678752563, "alpha_spy_p1d": -0.11198278277703402, "alpha_c_p1d": -0.05645048848371473, "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": [-0.6035, -0.6262, -0.6257, -0.6455, -0.6572, -0.6175, -0.6362, -0.6236, -0.6128, -0.6062, -0.5716, -0.5777, -0.5728, -0.5743, -0.5512, -0.5458, -0.5372, -0.5423, -0.5412, -0.5301, -0.5211, -0.5159, -0.5168, -0.4965, -0.5035, -0.4966, -0.5029, -0.4961, -0.4569, -0.4394, -0.383, -0.3772, -0.3488, -0.2973, -0.3165, -0.2855, -0.2824, -0.3378, -0.3374, -0.3487, -0.3391, -0.2864, -0.2959, -0.2959, -0.2373, -0.1989, -0.2021, -0.1675, -0.1161, -0.0978, -0.0935, -0.1321, -0.2156, -0.2419, -0.1859, -0.2355, -0.2041, -0.1803, -0.1216, -0.1237, -0.0983, -0.0395, -0.0385, 0.0, -0.1265, -0.0911, 0.0051, -0.063, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068733708119560475", "ticker_idx": 1, "ts": "2026-06-21T16:32:05+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The high margins compensate for massive R&D and low initial yields", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains bullish on memory; rebuts bearish article on DRAM-to-Flash substitution, Nvidia memory cuts, and CapEx pause thesis — HBM structural demand intact.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "I always recommend investors to read more about other perspectives than read articles with a similar perspective as your own. \n\nIf you are bullish on memory like me, this is a great article to read. It covers a whole other side of the story and it is very interesting to read. \n\nI remain bullish on memory though as I see a couple of things differently as the author. \n\n1. Replacing DRAM with Flash\n\nThe author points to AMD’s acquisition of MEXT as proof that companies are optimizing away from expensive memory. This fundamental misunderstanding confuses inference with training.\n\nSoftware tiering like MEXT or hardware like High Bandwidth Flash (HBF) is excellent for inference, which is read-heavy and deterministic. However, AI training requires constant, rapid backpropagation and weight updates. \n\nIf you attempt to use NAND flash as the primary working memory for AI training, the massive volume of continuous write cycles will physically destroy the flash cells, and the microsecond latency will leave the GPUs sitting idle. Flash cannot replace DRAM for the heaviest compute workloads.\n\n2. Misinterpreting Nvidia's Memory Optimization\n\nThe article claims Nvidia is cutting memory by pointing to a ~50% reduction in SOCAMM DRAM in the upcoming Rubin NVL72 rack. This misses exactly where that memory is located.\n\nSOCAMM (typically LPDDR5X) is attached to the CPU (the Grace or Vera chip), not the GPU. Nvidia optimizing the CPU-side memory is a localized cost and power reduction. Meanwhile, the actual AI accelerator( the Rubin GPU) is seeing a massive expansion in memory.\n\nEach Rubin GPU will pack up to 8 stacks of HBM4, pushing bandwidth well over 20TB/s. The article is confusing a cost-saving measure on the general-purpose compute side with a reduction in AI memory demand. \n\nThe structural bottleneck remains GPU memory bandwidth, and hyperscalers must continue paying for it.\n\n3. High Margins Are Not Just Greed\n\nThe article assumes the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung are purely the result of artificial supply choking. This ignores the manufacturing reality of High Bandwidth Memory, which is no longer a traditional commodity.\n\nHBM manufacturing is an extreme engineering challenge characterized by brutal yield curves. \n\nHBM requires stacking 8, 12, or soon 16 fragile DRAM dies on top of each other, connected by thousands of microscopic Through-Silicon Vias (TSVs). If a single die in a 16-Hi stack fails testing, the entire stack is scrapped.\n\nWith HBM4, the architecture changes fundamentally. The base die will no longer be standard DRAM, it will be a custom logic die manufactured on advanced foundry nodes (like TSMC's 3nm or 4nm) to double the I/O pin count from 1024 to 2048.\n\nThese companies aren't just printing standard RAM modules and jacking up the price. No, they are managing custom logic integration and advanced 3D packaging (like TSMC's CoWoS). The high margins compensate for massive R&D and low initial yields.\n\n4. The Memory Wall Prevents CapEX Pause \n\nThe author predicts a CapEx pause around mid-2027 because hyperscalers are running out of cash. This ignores the physics of Large Language Models.\n\nModel capability scales with parameter count, and parameter count scales linearly with memory capacity. A 1-trillion parameter model requires over 2TB of memory just to store the weights in FP16, plus massive additional capacity for the KV cache to handle long context windows.\n\nIf a hyperscaler pauses memory CapEx, they mathematically cap the size of the models they can train and serve. In the current AI arms race, stopping CapEx doesn't just mean saving money, it means forfeiting the frontier model race entirely.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/KVrDWNcNxL", "parent_author": null, "ret_m1d": -0.05310037684138402, "ret_signed_m1d": -0.05310037684138402, "alpha_spy_m1d": -0.05625729128098378, "alpha_c_m1d": -0.03960084981345069, "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": -0.12470023980815348, "ret_signed_p1d": -0.12470023980815348, "alpha_spy_p1d": -0.11017828579766187, "alpha_c_p1d": -0.05464599150434257, "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": [-0.6592, -0.6804, -0.6804, -0.701, -0.7236, -0.6928, -0.7157, -0.6999, -0.6965, -0.6862, -0.6462, -0.6582, -0.6482, -0.6438, -0.6222, -0.6109, -0.6044, -0.6136, -0.6006, -0.5807, -0.5811, -0.5804, -0.5814, -0.5575, -0.5547, -0.5571, -0.5595, -0.5595, -0.5044, -0.5044, -0.4516, -0.4335, -0.4225, -0.3561, -0.3715, -0.3232, -0.3252, -0.3769, -0.3698, -0.4023, -0.4023, -0.3355, -0.3352, -0.3352, -0.2971, -0.2317, -0.2158, -0.2008, -0.1905, -0.1915, -0.1915, -0.2127, -0.2909, -0.3453, -0.2412, -0.2984, -0.2802, -0.2634, -0.2162, -0.184, -0.1363, -0.0802, -0.0531, 0.0, -0.1247, -0.1021, -0.0007, -0.0843, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2068733708119560475", "ticker_idx": 2, "ts": "2026-06-21T16:32:05+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains bullish on memory; rebuts bearish article on DRAM-to-Flash substitution, Nvidia memory cuts, and CapEx pause thesis — HBM structural demand intact.", "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": "I always recommend investors to read more about other perspectives than read articles with a similar perspective as your own. \n\nIf you are bullish on memory like me, this is a great article to read. It covers a whole other side of the story and it is very interesting to read. \n\nI remain bullish on memory though as I see a couple of things differently as the author. \n\n1. Replacing DRAM with Flash\n\nThe author points to AMD’s acquisition of MEXT as proof that companies are optimizing away from expensive memory. This fundamental misunderstanding confuses inference with training.\n\nSoftware tiering like MEXT or hardware like High Bandwidth Flash (HBF) is excellent for inference, which is read-heavy and deterministic. However, AI training requires constant, rapid backpropagation and weight updates. \n\nIf you attempt to use NAND flash as the primary working memory for AI training, the massive volume of continuous write cycles will physically destroy the flash cells, and the microsecond latency will leave the GPUs sitting idle. Flash cannot replace DRAM for the heaviest compute workloads.\n\n2. Misinterpreting Nvidia's Memory Optimization\n\nThe article claims Nvidia is cutting memory by pointing to a ~50% reduction in SOCAMM DRAM in the upcoming Rubin NVL72 rack. This misses exactly where that memory is located.\n\nSOCAMM (typically LPDDR5X) is attached to the CPU (the Grace or Vera chip), not the GPU. Nvidia optimizing the CPU-side memory is a localized cost and power reduction. Meanwhile, the actual AI accelerator( the Rubin GPU) is seeing a massive expansion in memory.\n\nEach Rubin GPU will pack up to 8 stacks of HBM4, pushing bandwidth well over 20TB/s. The article is confusing a cost-saving measure on the general-purpose compute side with a reduction in AI memory demand. \n\nThe structural bottleneck remains GPU memory bandwidth, and hyperscalers must continue paying for it.\n\n3. High Margins Are Not Just Greed\n\nThe article assumes the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung are purely the result of artificial supply choking. This ignores the manufacturing reality of High Bandwidth Memory, which is no longer a traditional commodity.\n\nHBM manufacturing is an extreme engineering challenge characterized by brutal yield curves. \n\nHBM requires stacking 8, 12, or soon 16 fragile DRAM dies on top of each other, connected by thousands of microscopic Through-Silicon Vias (TSVs). If a single die in a 16-Hi stack fails testing, the entire stack is scrapped.\n\nWith HBM4, the architecture changes fundamentally. The base die will no longer be standard DRAM, it will be a custom logic die manufactured on advanced foundry nodes (like TSMC's 3nm or 4nm) to double the I/O pin count from 1024 to 2048.\n\nThese companies aren't just printing standard RAM modules and jacking up the price. No, they are managing custom logic integration and advanced 3D packaging (like TSMC's CoWoS). The high margins compensate for massive R&D and low initial yields.\n\n4. The Memory Wall Prevents CapEX Pause \n\nThe author predicts a CapEx pause around mid-2027 because hyperscalers are running out of cash. This ignores the physics of Large Language Models.\n\nModel capability scales with parameter count, and parameter count scales linearly with memory capacity. A 1-trillion parameter model requires over 2TB of memory just to store the weights in FP16, plus massive additional capacity for the KV cache to handle long context windows.\n\nIf a hyperscaler pauses memory CapEx, they mathematically cap the size of the models they can train and serve. In the current AI arms race, stopping CapEx doesn't just mean saving money, it means forfeiting the frontier model race entirely.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/KVrDWNcNxL", "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": "quote:2068733708119560475", "ticker_idx": 3, "ts": "2026-06-21T16:32:05+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Remains bullish on memory; rebuts bearish article on DRAM-to-Flash substitution, Nvidia memory cuts, and CapEx pause thesis — HBM structural demand intact.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "I always recommend investors to read more about other perspectives than read articles with a similar perspective as your own. \n\nIf you are bullish on memory like me, this is a great article to read. It covers a whole other side of the story and it is very interesting to read. \n\nI remain bullish on memory though as I see a couple of things differently as the author. \n\n1. Replacing DRAM with Flash\n\nThe author points to AMD’s acquisition of MEXT as proof that companies are optimizing away from expensive memory. This fundamental misunderstanding confuses inference with training.\n\nSoftware tiering like MEXT or hardware like High Bandwidth Flash (HBF) is excellent for inference, which is read-heavy and deterministic. However, AI training requires constant, rapid backpropagation and weight updates. \n\nIf you attempt to use NAND flash as the primary working memory for AI training, the massive volume of continuous write cycles will physically destroy the flash cells, and the microsecond latency will leave the GPUs sitting idle. Flash cannot replace DRAM for the heaviest compute workloads.\n\n2. Misinterpreting Nvidia's Memory Optimization\n\nThe article claims Nvidia is cutting memory by pointing to a ~50% reduction in SOCAMM DRAM in the upcoming Rubin NVL72 rack. This misses exactly where that memory is located.\n\nSOCAMM (typically LPDDR5X) is attached to the CPU (the Grace or Vera chip), not the GPU. Nvidia optimizing the CPU-side memory is a localized cost and power reduction. Meanwhile, the actual AI accelerator( the Rubin GPU) is seeing a massive expansion in memory.\n\nEach Rubin GPU will pack up to 8 stacks of HBM4, pushing bandwidth well over 20TB/s. The article is confusing a cost-saving measure on the general-purpose compute side with a reduction in AI memory demand. \n\nThe structural bottleneck remains GPU memory bandwidth, and hyperscalers must continue paying for it.\n\n3. High Margins Are Not Just Greed\n\nThe article assumes the 60-80% gross margins commanded by SK Hynix, Micron, and Samsung are purely the result of artificial supply choking. This ignores the manufacturing reality of High Bandwidth Memory, which is no longer a traditional commodity.\n\nHBM manufacturing is an extreme engineering challenge characterized by brutal yield curves. \n\nHBM requires stacking 8, 12, or soon 16 fragile DRAM dies on top of each other, connected by thousands of microscopic Through-Silicon Vias (TSVs). If a single die in a 16-Hi stack fails testing, the entire stack is scrapped.\n\nWith HBM4, the architecture changes fundamentally. The base die will no longer be standard DRAM, it will be a custom logic die manufactured on advanced foundry nodes (like TSMC's 3nm or 4nm) to double the I/O pin count from 1024 to 2048.\n\nThese companies aren't just printing standard RAM modules and jacking up the price. No, they are managing custom logic integration and advanced 3D packaging (like TSMC's CoWoS). The high margins compensate for massive R&D and low initial yields.\n\n4. The Memory Wall Prevents CapEX Pause \n\nThe author predicts a CapEx pause around mid-2027 because hyperscalers are running out of cash. This ignores the physics of Large Language Models.\n\nModel capability scales with parameter count, and parameter count scales linearly with memory capacity. A 1-trillion parameter model requires over 2TB of memory just to store the weights in FP16, plus massive additional capacity for the KV cache to handle long context windows.\n\nIf a hyperscaler pauses memory CapEx, they mathematically cap the size of the models they can train and serve. In the current AI arms race, stopping CapEx doesn't just mean saving money, it means forfeiting the frontier model race entirely.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/KVrDWNcNxL", "parent_author": null, "ret_m1d": 0.0014144271570013522, "ret_signed_m1d": 0.0014144271570013522, "alpha_spy_m1d": -0.001742487282598404, "alpha_c_m1d": 0.006295969238940269, "bench_spy_m1d": 0.003156914439599756, "bench_c_m1d": -0.004881542081938917, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.12305516265912309, "ret_signed_p1d": -0.12305516265912309, "alpha_spy_p1d": -0.10853320864863147, "alpha_c_p1d": -0.08162923651849385, "bench_spy_p1d": -0.014521954010491611, "bench_c_p1d": -0.04142592614062923, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4665, -0.4916, -0.4916, -0.5013, -0.527, -0.4635, -0.4953, -0.4733, -0.4537, -0.4441, -0.4045, -0.4229, -0.4173, -0.4314, -0.4158, -0.4031, -0.3847, -0.389, -0.3932, -0.3805, -0.3847, -0.3649, -0.3791, -0.3649, -0.372, -0.3607, -0.3762, -0.3762, -0.3423, -0.3423, -0.2475, -0.232, -0.2405, -0.1924, -0.2107, -0.1966, -0.1627, -0.2348, -0.2051, -0.2207, -0.2192, -0.1528, -0.1726, -0.1726, -0.1542, -0.1315, -0.1528, -0.1033, -0.0127, 0.0198, 0.0198, -0.0057, -0.0693, -0.1641, -0.0891, -0.1443, -0.1542, -0.0877, -0.0467, -0.0297, -0.0198, 0.0255, 0.0014, 0.0, -0.1231, -0.0368, 0.0141, -0.0396, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2055645642223923275", "ticker_idx": 0, "ts": "2026-05-16T13:44:47+00:00", "symbol": "Filtronic", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've invested in Filtronic a couple of weeks ago. I agree but with SpaceX still scaling, I think there is more room to run.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds Filtronic; sees more upside as SpaceX continues scaling.", "resolved_tickers": ["FTC.L"], "resolution_method": "exchange_ticker", "resolution_reason": "Filtronic PLC on AIM London; GBX price context confirms UK listing", "bench_c": "FEZ", "bench_c_reason": "country_fallback (suffix='L')", "bench_c_industry": "Communication Equipment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@ai0dev I’ve invested in Filtronic a couple of weeks ago. I agree but with SpaceX still scaling, I think there is more room to run.", "reply_text": null, "parent_text": "@Kaizen_Investor Filtronic chart is already vertical. Wistron same story. Suppliers always run weeks before the IPO. By June 8 the easy money on the basket is gone.", "quoted_text": null, "parent_author": "ai0dev", "ret_m1d": -0.014598540145985384, "ret_signed_m1d": -0.014598540145985384, "alpha_spy_m1d": -0.015302544737507029, "alpha_c_m1d": -0.0004819284905153154, "bench_spy_m1d": 0.0007040045915216453, "bench_c_m1d": -0.014116611655470068, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0936739659367396, "ret_signed_p1d": 0.0936739659367396, "alpha_spy_p1d": 0.10033475402423297, "alpha_c_p1d": 0.1033886423999455, "bench_spy_p1d": -0.0066607880874933745, "bench_c_p1d": -0.009714676463205896, "ret_p1w": -0.07785888077858882, "ret_signed_p1w": -0.07785888077858882, "alpha_spy_p1w": -0.08732210088796888, "alpha_c_p1w": -0.09774363674433928, "bench_spy_p1w": 0.009463220109380055, "bench_c_p1w": 0.019884755965750456, "ret_p1m": -0.08394160583941601, "ret_signed_p1m": -0.08394160583941601, "alpha_spy_p1m": -0.09975428792956564, "alpha_c_p1m": -0.14420272476350693, "bench_spy_p1m": 0.015812682090149632, "bench_c_p1m": 0.06026111892409092, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08394160583941601, "alpha_spy_stated": -0.09975428792956564, "alpha_c_stated": -0.14420272476350693, "price_path": [-0.5012, -0.5085, -0.5109, -0.5182, -0.5134, -0.5134, -0.5182, -0.5085, -0.5134, -0.5426, -0.5182, -0.5255, -0.5341, -0.5645, -0.5353, -0.5195, -0.5255, -0.5328, -0.5487, -0.545, -0.5511, -0.5876, -0.6083, -0.5864, -0.5864, -0.5523, -0.5547, -0.545, -0.5426, -0.5328, -0.5109, -0.5012, -0.5012, -0.5012, -0.5036, -0.4842, -0.5036, -0.5134, -0.5158, -0.4988, -0.4745, -0.4623, -0.4331, -0.4039, -0.3917, -0.3455, -0.3114, -0.2798, -0.3491, -0.3601, -0.3431, -0.292, -0.3017, -0.3017, -0.1484, -0.1727, -0.0146, -0.0754, -0.0888, -0.129, -0.0195, -0.0073, -0.0146, 0.0, 0.0937, 0.1411, -0.0146, -0.0779, -0.0779, -0.0024, -0.0535, -0.1119, -0.0511, -0.0389, -0.1241, -0.3017, -0.2068, -0.1727, -0.0511, -0.1727, -0.2336, -0.2457, -0.2092, -0.1813, -0.0839, -0.0998, -0.0998, -0.0827, -0.0754, -0.1727, -0.2457, -0.3187, -0.4404, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2033883060396019874", "ticker_idx": 0, "ts": "2026-03-17T12:28:03+00:00", "symbol": "IREN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IREN - Upside: 77.53%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "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 identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - 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{"unit_id": "thread:2033883060396019874", "ticker_idx": 1, "ts": "2026-03-17T12:28:03+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST - Upside: 81.92%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - 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{"unit_id": "thread:2033883060396019874", "ticker_idx": 2, "ts": "2026-03-17T12:28:03+00:00", "symbol": "IONQ", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$IONQ - Upside: 93.45%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "resolved_tickers": ["IONQ"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - 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{"unit_id": "thread:2033883060396019874", "ticker_idx": 3, "ts": "2026-03-17T12:28:03+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSTR - Upside: 101.82%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "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": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - 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{"unit_id": "thread:2033883060396019874", "ticker_idx": 4, "ts": "2026-03-17T12:28:03+00:00", "symbol": "CRNX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRNX - Upside: 136%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "resolved_tickers": ["CRNX"], "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": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - 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{"unit_id": "thread:2033883060396019874", "ticker_idx": 5, "ts": "2026-03-17T12:28:03+00:00", "symbol": "PGY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PGY - Upside: 156%", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author curates 6 stocks with avg analyst upside >75%, implicitly endorsing analyst buy targets for IREN, OUST, IONQ, MSTR, CRNX, and PGY.", "resolved_tickers": ["PGY"], "resolution_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": "I have identified 6 companies with an average analyst upside exceeding 75%.\n\n1. $IREN - Upside: 77.53%\n\n- Datacenter Industry\n- Market Cap: $14.93B\n- P/E: 39.1\n- 5Y Rev CAGR: 200.9%\n- 5Y EPS CAGR: 52%\n\nHigh price target $125\nLow Price target: $39 https://t.co/K55p1vRHCK\n\n---\n\n2. $OUST - Upside: 81.92%\n\n- Lidar Industry\n- Market Cap: $1.43B\n- P/E: -19.9\n- 5Y Rev CAGR: 55%\n- 5Y EPS CAGR: -55%\n\nHigh Price target: $40\nLow price target $37 https://t.co/YNdPap10d8\n\n---\n\n3. $IONQ - Upside: 93.45%\n\n- Quantum Industry\n- Market Cap: $12.21B\n- P/E: -18.3\n- 5Y Rev CAGR: 192.8%\n- 5Y EPS CAGR: 69.5%\n\nHigh price target $100\nLow Price target: $35 https://t.co/4sAZhrArEn\n\n---\n\n4. $MSTR - Upside: 101.82%\n\n- Bitcoin Industry\n- Market Cap: $49.24B\n- P/E: -9.7\n- 5Y Rev CAGR: -0.1%\n- 5Y EPS CAGR: 187.2%\n\nHigh price target $540\nLow Price target: $175 https://t.co/D3vruCqpTh\n\n---\n\n5. $CRNX - Upside: 136%\n\n- Pharma Industry\n- Market Cap: $3.9B\n- P/E: -7.5\n- 5Y Rev CAGR: 164.7%\n- 5Y EPS CAGR: 15.4%\n\nHigh price target $97\nLow Price target: $67 https://t.co/m7hfQ4BBnK\n\n---\n\n6. $PGY - Upside: 156%\n\n- Financial Technology Industry\n- Market Cap: $907M\n- P/E: 11.8\n- 5Y Rev CAGR: 67.4%\n- 5Y EPS CAGR: 28.3%\n\nHigh price target $33\nLow Price target: $20 https://t.co/BnlIord8Rl", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0, "ret_signed_m1d": 0.0, "alpha_spy_m1d": 0.0026236433791561042, "alpha_c_m1d": 0.0026236433791561042, "bench_spy_m1d": -0.0026236433791561042, "bench_c_m1d": -0.0026236433791561042, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020928075252628298, "ret_signed_p1d": -0.020928075252628298, "alpha_spy_p1d": -0.00697443073737114, "alpha_c_p1d": -0.00697443073737114, "bench_spy_p1d": -0.013953644515257158, "bench_c_p1d": -0.013953644515257158, "ret_p1w": 0.023657892110709566, "ret_signed_p1w": 0.023657892110709566, "alpha_spy_p1w": 0.04725110719074066, "alpha_c_p1w": 0.04725110719074066, "bench_spy_p1w": -0.023593215080031094, "bench_c_p1w": -0.023593215080031094, "ret_p1m": 0.29208372201998456, "ret_signed_p1m": 0.29208372201998456, "alpha_spy_p1m": 0.24577772444915524, "alpha_c_p1m": 0.24577772444915524, "bench_spy_p1m": 0.046305997570829316, "bench_c_p1m": 0.046305997570829316, "ret_p3m": 0.40309375772853695, "ret_signed_p3m": 0.40309375772853695, "alpha_spy_p3m": 0.29428802314406544, "alpha_c_p3m": 0.29428802314406544, "bench_spy_p3m": 0.10880573458447151, "bench_c_p3m": 0.10880573458447151, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29208372201998456, "alpha_spy_stated": 0.24577772444915524, "alpha_c_stated": 0.24577772444915524, "price_path": [1.0864, 1.0792, 1.1201, 1.0528, 1.0692, 1.0692, 0.9877, 0.9627, 0.9281, 0.9017, 0.9017, 1.0273, 1.2075, 1.1419, 1.2084, 1.2739, 1.3685, 1.2511, 1.2011, 1.1574, 1.0773, 1.0009, 1.0009, 0.899, 0.9618, 1.0091, 0.9845, 0.97, 0.8899, 0.9172, 0.8335, 0.7643, 0.7953, 0.6852, 0.6506, 0.515, 0.6961, 0.2912, 0.2448, 0.1711, 0.1283, 0.131, 0.131, 0.1192, 0.1456, 0.1501, 0.0819, -0.0318, -0.0018, 0.0783, 0.1292, 0.0182, 0.0318, 0.0264, 0.0628, 0.0928, 0.0455, 0.0537, 0.0309, 0.0446, -0.0073, -0.0027, 0.0, 0.0, -0.0209, 0.0036, -0.0318, 0.0646, 0.0237, 0.0546, 0.0837, 0.0164, -0.0036, 0.0601, 0.0646, 0.071, 0.071, 0.1046, 0.1037, 0.1256, 0.0864, 0.0637, 0.1356, 0.1838, 0.2921, 0.3385, 0.364, 0.3712, 0.303, 0.3212, 0.2293, 0.2366, 0.2093, 0.2257, 0.1752, 0.2639, 0.2957, 0.3066, 0.3258, 0.3494, 0.4104, 0.3822, 0.323, 0.2311, 0.1975, 0.2375, 0.232, 0.1711, 0.1501, 0.2229, 0.1902, 0.1611, 0.1611, 0.2184, 0.242, 0.2702, 0.3758, 0.4231, 0.3913, 0.2702, 0.4067, 0.3248, 0.3904, 0.3467, 0.3194, 0.4331, 0.4031, 0.4268, 0.4204, 0.3676, 0.4213, 0.4213, 0.3731, 0.3649, 0.3831, 0.4086, 0.444, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 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:2042305191848931501", "ticker_idx": 0, "ts": "2026-04-09T18:14:36+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "pulled the trigger on $OUST a couple of weeks ago and added during the pullback", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds a live long position in OUST, added during recent pullback.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@BlackPantherCap Great choice, pulled the trigger on $OUST a couple of weeks ago and added during the pullback.", "reply_text": null, "parent_text": "I’ve finally pulled the trigger on a new position that I think is going to be a cornerstone of my holdings for the next decade.\n\nI’m officially long $OUST (Ouster, Inc.).\n\nIf you’ve been following my \"long-term trilogy\"; $ONDS, $KRKNF, and $AMPX then you know my vibe.\n\nI’m https://t.co/t7yn1Pv2kk", "quoted_text": null, "parent_author": "BlackPantherCap", "ret_m1d": 0.011482752588704237, "ret_signed_m1d": 0.011482752588704237, "alpha_spy_m1d": 0.01721867962330592, "alpha_c_m1d": 0.014157488123341166, "bench_spy_m1d": -0.005735927034601684, "bench_c_m1d": -0.0026747355346369295, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03295056539125074, "ret_signed_p1d": 0.03295056539125074, "alpha_spy_p1d": 0.03361234081780928, "alpha_c_p1d": 0.029079328196490728, "bench_spy_p1d": -0.0006617754265585418, "bench_c_p1d": 0.0038712371947600133, "ret_p1w": 0.20668992749504378, "ret_signed_p1w": 0.20668992749504378, "alpha_spy_p1w": 0.17470033518038686, "alpha_c_p1w": 0.13665398728206068, "bench_spy_p1w": 0.03198959231465692, "bench_c_p1w": 0.0700359402129831, "ret_p1m": 0.2581128257145249, "ret_signed_p1m": 0.2581128257145249, "alpha_spy_p1m": 0.17323384970692168, "alpha_c_p1m": 0.022665450550122923, "bench_spy_p1m": 0.08487897600760319, "bench_c_p1m": 0.23544737516440195, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2581128257145249, "alpha_spy_stated": 0.17323384970692168, "alpha_c_stated": 0.022665450550122923, "price_path": [0.364, 0.3535, 0.3854, 0.3679, 0.316, 0.316, 0.2232, 0.2626, 0.36, 0.2401, 0.2067, 0.2187, 0.1922, 0.1722, 0.0399, 0.015, 0.012, -0.0424, -0.1363, -0.0305, 0.0514, 0.0015, -0.0569, -0.0929, -0.0629, -0.0629, -0.0714, -0.0719, -0.0474, -0.0704, -0.0984, -0.0689, -0.0115, -0.02, -0.0539, 0.011, 0.0844, 0.1173, 0.0574, 0.012, 0.026, 0.1168, 0.2356, 0.1263, 0.0719, 0.0634, 0.0679, 0.0354, 0.0514, 0.001, 0.0574, 0.027, 0.0095, -0.0359, -0.1183, -0.1697, -0.0829, -0.0704, -0.027, -0.027, -0.0359, -0.0349, 0.0115, 0.0, 0.033, 0.0924, 0.1692, 0.2202, 0.2067, 0.2112, 0.355, 0.3784, 0.3859, 0.3185, 0.4089, 0.344, 0.3045, 0.2751, 0.346, 0.3205, 0.4054, 0.4279, 0.4675, 0.2237, 0.2581, 0.338, 0.353, 0.7059, 0.7404, 0.7404, 0.5347, 0.4838, 0.5412, 0.7519, 0.8487, 0.8487, 1.1318, 1.2082, 1.1133, 1.2991, 1.2431, 1.2981, 1.1947, 1.351, 0.981, 1.0409, 0.9231, 0.9166, 0.9775, 0.987, 1.2556, 1.1333, 1.033, 1.325, 1.325, 1.3804, 1.2546, 1.0325, 1.0879, 1.0979, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056716571796537710", "ticker_idx": 0, "ts": "2026-05-19T12:40:17+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$OUST is a $40 stock but as I explained, but it will take time", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long OUST to $40 on Safe LIDAR Act catalyst starting Q3; also bullish PL as the irreplaceable leader with no real successor.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "It's really not that difficult to post things on X. Every few days it's the same drama, so you can just retweet and hope one day investors will understand.\n\nLately, the volatility on $OUST has been crazy though. This happens once retail investors step in and the stock gets popular on social media. Instead of institutions stacking gradually, you now have day traders, swing traders, paper hands... controlling the trading algorithms.\n\nIt's not worrying for long-term investors as the long-term trend stays clear.\n\nI honestly thought this would happen with $PL. But they seem to be steady as a rock. Apparently, retail investors are looking for the next Planet Labs. Imagine what would happen if they realize that Planet is here to stay and there is no next Planet Labs.", "reply_text": null, "parent_text": null, "quoted_text": "Funny how quickly people forget. $OUST is a $40 stock but as I explained, but it will take time. \n\nSafe LIDAR act will only start in June, so we will only start to see the first results in Q3. Maybe even later as companies will buy some extra cheap Chinese Lidar as stock. \n\nThey https://t.co/SlesszGVrA", "parent_author": null, "ret_m1d": 0.03432033921028199, "ret_signed_m1d": 0.03432033921028199, "alpha_spy_m1d": 0.027614887530116095, "alpha_c_m1d": 0.027855310971584002, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.00646502823869799, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03869453406622925, "ret_signed_p1d": 0.03869453406622925, "alpha_spy_p1d": 0.028445539483665794, "alpha_c_p1d": 0.01618241208316684, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.022512121983062405, "ret_p1w": 0.4367429929163047, "ret_signed_p1w": 0.4367429929163047, "alpha_spy_p1w": 0.4137644653401533, "alpha_c_p1w": 0.3680521229950926, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.0686908699212121, "ret_p1m": 0.37012120328030607, "ret_signed_p1m": 0.37012120328030607, "alpha_spy_p1m": 0.36026743687008045, "alpha_c_p1m": 0.2976206113456963, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.07250059193460978, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.358, -0.3735, -0.3923, -0.3725, -0.3338, -0.3395, -0.3624, -0.3186, -0.2692, -0.247, -0.2873, -0.318, -0.3085, -0.2473, -0.1672, -0.2409, -0.2776, -0.2833, -0.2803, -0.3022, -0.2914, -0.3254, -0.2873, -0.3079, -0.3197, -0.3503, -0.4058, -0.4404, -0.3819, -0.3735, -0.3442, -0.3442, -0.3503, -0.3496, -0.3183, -0.326, -0.3038, -0.2638, -0.212, -0.1777, -0.1867, -0.1837, -0.0868, -0.071, -0.0659, -0.1114, -0.0505, -0.0942, -0.1208, -0.1406, -0.0929, -0.11, -0.0528, -0.0377, -0.0109, -0.1753, -0.1521, -0.0983, -0.0882, 0.1497, 0.1729, 0.1729, 0.0343, 0.0, 0.0387, 0.1807, 0.246, 0.246, 0.4367, 0.4882, 0.4243, 0.5495, 0.5118, 0.5488, 0.4791, 0.5845, 0.3351, 0.3755, 0.2961, 0.2917, 0.3328, 0.3392, 0.5202, 0.4378, 0.3701, 0.567, 0.567, 0.6043, 0.5195, 0.3698, 0.4071, 0.4139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2056716571796537710", "ticker_idx": 1, "ts": "2026-05-19T12:40:17+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Imagine what would happen if they realize that Planet is here to stay and there is no next Planet Labs", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long OUST to $40 on Safe LIDAR Act catalyst starting Q3; also bullish PL as the irreplaceable leader with no real successor.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "It's really not that difficult to post things on X. Every few days it's the same drama, so you can just retweet and hope one day investors will understand.\n\nLately, the volatility on $OUST has been crazy though. This happens once retail investors step in and the stock gets popular on social media. Instead of institutions stacking gradually, you now have day traders, swing traders, paper hands... controlling the trading algorithms.\n\nIt's not worrying for long-term investors as the long-term trend stays clear.\n\nI honestly thought this would happen with $PL. But they seem to be steady as a rock. Apparently, retail investors are looking for the next Planet Labs. Imagine what would happen if they realize that Planet is here to stay and there is no next Planet Labs.", "reply_text": null, "parent_text": null, "quoted_text": "Funny how quickly people forget. $OUST is a $40 stock but as I explained, but it will take time. \n\nSafe LIDAR act will only start in June, so we will only start to see the first results in Q3. Maybe even later as companies will buy some extra cheap Chinese Lidar as stock. \n\nThey https://t.co/SlesszGVrA", "parent_author": null, "ret_m1d": 0.00048089583289967486, "ret_signed_m1d": 0.00048089583289967486, "alpha_spy_m1d": -0.006224555847266222, "alpha_c_m1d": -0.011430915211279258, "bench_spy_m1d": 0.006705451680165897, "bench_c_m1d": 0.011911811044178933, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025727330870366494, "ret_signed_p1d": 0.025727330870366494, "alpha_spy_p1d": 0.01547833628780304, "alpha_c_p1d": 0.013934090408862287, "bench_spy_p1d": 0.010248994582563453, "bench_c_p1d": 0.011793240461504206, "ret_p1w": 0.16181773304988933, "ret_signed_p1w": 0.16181773304988933, "alpha_spy_p1w": 0.13883920547373796, "alpha_c_p1w": 0.128867620806697, "bench_spy_p1w": 0.022978527576151375, "bench_c_p1w": 0.03295011224319233, "ret_p1m": -0.3214715265732324, "ret_signed_p1m": -0.3214715265732324, "alpha_spy_p1m": -0.33132529298345803, "alpha_c_p1m": -0.38583087738660127, "bench_spy_p1m": 0.009853766410225617, "bench_c_p1m": 0.06435935081336885, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_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": [-0.3962, -0.4253, -0.4282, -0.4059, -0.4078, -0.3845, -0.4196, -0.3662, -0.3917, -0.3748, -0.4088, -0.3922, -0.3792, -0.3893, -0.3883, -0.3996, -0.4039, -0.4085, -0.3489, -0.4035, -0.3518, -0.1866, -0.1868, -0.2347, -0.1496, -0.221, -0.258, -0.3294, -0.328, -0.2616, -0.1373, -0.1373, -0.158, -0.1544, -0.1212, -0.177, -0.1664, -0.1748, -0.1842, -0.1726, -0.0409, -0.0748, -0.0983, -0.0856, -0.051, -0.0793, -0.1479, -0.1476, -0.1577, -0.1806, -0.1111, -0.1128, -0.0733, -0.1072, -0.0457, -0.1527, -0.0613, 0.006, -0.0219, -0.0204, 0.0349, 0.0007, 0.0005, 0.0, 0.0257, 0.0214, 0.0664, 0.0664, 0.1618, 0.2138, 0.2359, 0.2296, 0.1171, 0.1563, 0.037, 0.0466, -0.2253, -0.2128, -0.2505, -0.2614, -0.1784, -0.251, -0.2647, -0.3217, -0.3215, -0.3212, -0.3212, -0.3082, -0.314, -0.3676, -0.3626, -0.3491, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067186571640558066", "ticker_idx": 0, "ts": "2026-06-17T10:04:19+00:00", "symbol": "PL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If I wouldn't be exposed to space, I think this is an ideal entry point if you want to have exposure. If it drops to the low $20's, I add.", "tweet_type": "analysis", "timeline": "months", "summary": "Holds PL as ideal entry at current levels, adds if it drops to low $20s; still long RKLB as part of space wave exposure.", "resolved_tickers": ["PL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "quote", "lang": "en", "tweet_text": "People ask me if I’m not too worried about $PL dropping 50%. \n\nI can tell you I’m very relaxed about the situation. \n\nFirst of all because there is nothing fundamentally wrong with Planet. \n\nSecondly, because I invest in what I call different ‘investment waves’. \n\nYes, I have a lot of exposure to the space economy but I’m also exposed to memory, LiDAR, drones, photonics, datacenters, and energy. \n\nThere are some always waves that go up when others come crashing down. \n\nIf I wouldn’t be exposed to space, I think this is an ideal entry point if you want to have exposure. \n\nIf you don’t have exposure to a wave that you want, you need to be aggressive. I wanted exposure to memory, I bought SK Hynix on the first drop during the Iran war at €487. \n\nSK turned out great from the beginning but a year ago, I wanted exposure to space. During the tariff drop, I bought $PL and $RKLB. Both tumbled 33% after but look where they are now. \n\nIf you want exposure you need to be agressive. Do your research to find the best 2 companies in a wave and don’t doubt when the opportunity comes. \n\nWhen you already have exposure you can wait a bit longer. While I’m quite certain that I would have bought Planet if I did not have space exposure today. I think there is a risk that it moves back to the low 20’s. \n\nIf it starts rising again from here, I already have exposure. If it drops to the low $20’s, I add. \n\nThat is why tracking investment waves early is so important. By being aggressive to get exposure, you buy yourself a huge advantage later on.", "reply_text": null, "parent_text": null, "quoted_text": "$PL now almost down 50% after announcing a (at that time) 10% atm. \n\nOn a short-term technical level, the announcement was awfully chosen. Together with the capital outflow to SpaceX, algo’s put their sights on Planet to pull the stock down. \n\nBut we have been at these levels https://t.co/wuuvv1Ah59", "parent_author": null, "ret_m1d": -0.0003543667301616482, "ret_signed_m1d": -0.0003543667301616482, "alpha_spy_m1d": -0.013000156606427393, "alpha_c_m1d": -0.0017463668855096648, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.0013920001553480166, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003543667301615372, "ret_signed_p1d": 0.0003543667301615372, "alpha_spy_p1d": -0.010042625711798037, "alpha_c_p1d": -0.00693966638929, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.007294033119451537, "ret_p1w": -0.06803685765454104, "ret_signed_p1w": -0.06803685765454104, "alpha_spy_p1w": -0.06016730541381221, "alpha_c_p1w": -0.07390201249411776, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": 0.005865154839576725, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [0.1988, 0.1984, 0.1279, 0.2534, 0.1481, 0.0936, -0.0117, -0.0096, 0.0882, 0.2714, 0.2714, 0.241, 0.2463, 0.2952, 0.213, 0.2286, 0.2162, 0.2023, 0.2193, 0.4135, 0.3636, 0.3288, 0.3476, 0.3987, 0.3568, 0.2558, 0.2562, 0.2413, 0.2077, 0.3101, 0.3076, 0.3657, 0.3157, 0.4064, 0.2488, 0.3834, 0.4826, 0.4415, 0.4437, 0.5252, 0.4748, 0.4745, 0.4738, 0.5117, 0.5053, 0.5716, 0.5716, 0.7123, 0.7888, 0.8214, 0.8122, 0.6464, 0.7041, 0.5283, 0.5425, 0.1417, 0.1602, 0.1045, 0.0886, 0.2108, 0.1038, 0.0836, -0.0004, 0.0, 0.0004, 0.0004, 0.0195, 0.011, -0.068, -0.0606, -0.0408, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2067186571640558066", "ticker_idx": 1, "ts": "2026-06-17T10:04:19+00:00", "symbol": "RKLB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "During the tariff drop, I bought $PL and $RKLB. Both tumbled 33% after but look where they are now.", "tweet_type": "analysis", "timeline": "months", "summary": "Holds PL as ideal entry at current levels, adds if it drops to low $20s; still long RKLB as part of space wave exposure.", "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": "People ask me if I’m not too worried about $PL dropping 50%. \n\nI can tell you I’m very relaxed about the situation. \n\nFirst of all because there is nothing fundamentally wrong with Planet. \n\nSecondly, because I invest in what I call different ‘investment waves’. \n\nYes, I have a lot of exposure to the space economy but I’m also exposed to memory, LiDAR, drones, photonics, datacenters, and energy. \n\nThere are some always waves that go up when others come crashing down. \n\nIf I wouldn’t be exposed to space, I think this is an ideal entry point if you want to have exposure. \n\nIf you don’t have exposure to a wave that you want, you need to be aggressive. I wanted exposure to memory, I bought SK Hynix on the first drop during the Iran war at €487. \n\nSK turned out great from the beginning but a year ago, I wanted exposure to space. During the tariff drop, I bought $PL and $RKLB. Both tumbled 33% after but look where they are now. \n\nIf you want exposure you need to be agressive. Do your research to find the best 2 companies in a wave and don’t doubt when the opportunity comes. \n\nWhen you already have exposure you can wait a bit longer. While I’m quite certain that I would have bought Planet if I did not have space exposure today. I think there is a risk that it moves back to the low 20’s. \n\nIf it starts rising again from here, I already have exposure. If it drops to the low $20’s, I add. \n\nThat is why tracking investment waves early is so important. By being aggressive to get exposure, you buy yourself a huge advantage later on.", "reply_text": null, "parent_text": null, "quoted_text": "$PL now almost down 50% after announcing a (at that time) 10% atm. \n\nOn a short-term technical level, the announcement was awfully chosen. Together with the capital outflow to SpaceX, algo’s put their sights on Planet to pull the stock down. \n\nBut we have been at these levels https://t.co/wuuvv1Ah59", "parent_author": null, "ret_m1d": -0.03102431931254901, "ret_signed_m1d": -0.03102431931254901, "alpha_spy_m1d": -0.043670109188814754, "alpha_c_m1d": -0.032416319467897026, "bench_spy_m1d": 0.012645789876265745, "bench_c_m1d": 0.0013920001553480166, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006853171607320019, "ret_signed_p1d": -0.006853171607320019, "alpha_spy_p1d": -0.017250164049279593, "alpha_c_p1d": -0.014147204726771556, "bench_spy_p1d": 0.010396992441959574, "bench_c_p1d": 0.007294033119451537, "ret_p1w": -0.209020179599531, "ret_signed_p1w": -0.209020179599531, "alpha_spy_p1w": -0.20115062735880218, "alpha_c_p1w": -0.21488533443910773, "bench_spy_p1w": -0.007869552240728828, "bench_c_p1w": 0.005865154839576725, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_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": [-0.3774, -0.3703, -0.3881, -0.3251, -0.3893, -0.4357, -0.4686, -0.4053, -0.3932, -0.3728, -0.3728, -0.3733, -0.3858, -0.3603, -0.3819, -0.3698, -0.346, -0.3312, -0.3184, -0.232, -0.2147, -0.1715, -0.1976, -0.1661, -0.2165, -0.2621, -0.2379, -0.2722, -0.2867, -0.2359, -0.2701, -0.2563, -0.2706, -0.2161, -0.2723, -0.0232, 0.0868, 0.0887, 0.1497, 0.2275, 0.1555, 0.2147, 0.179, 0.2436, 0.1618, 0.2573, 0.2573, 0.3262, 0.3913, 0.3709, 0.3288, 0.1335, 0.1421, 0.0622, 0.1109, 0.0194, 0.0525, 0.0023, -0.0271, 0.063, -0.0518, 0.0118, -0.031, 0.0, -0.0069, -0.0069, -0.0712, -0.1191, -0.209, -0.2527, -0.2171, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2045922829183352933", "ticker_idx": 0, "ts": "2026-04-19T17:49:48+00:00", "symbol": "OUST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought the stock at $20, added some more around $16, with average cost now around $18. I think will move to $40 over time.", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long OUST with avg cost ~$18, target $40; bullish on SAFE LiDAR Act benefiting Ouster as Chinese dominance fades, but expects a slow transition.", "resolved_tickers": ["OUST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Electronic Components'", "bench_c_industry": "Electronic Components", "unit_kind": "quote", "lang": "en", "tweet_text": "I see daily $OUST posts popping up now, so there should be enough technical information for you to dive in. \n\nI bought the stock at $20, added some more around $16, with average cost now around $18. \n\nI do want to warn investors though. This stock needs time and relies heavily on the SAFE LiDAR act to fully develop. \n\nAt this moment the LiDAR space is heavily dominated by Chinese producers. The Act will prevent this but will take time. It’s not that when the act is operational (June 26’) that we’ll see an immediate impact on the revenues of Ouster. \n\nI expect customers to buy some exyra Chinese cheap LiDAR before switching to a more expensive American supplier. \n\nThe switch will happen though and Ouster will benefit from it. It’s a great stock which I think will move to $40 over time. Treat as a safe stock you know will go up over time but don’t expect it to hit crazy numbers soon.", "reply_text": null, "parent_text": null, "quoted_text": "After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20. \n\nThe main reason I'm so bullish is because of a massive shift happening right now in the automation space.\n\nHow do they make money? \n\nOuster engineers and sells https://t.co/AaPrBSkZRK", "parent_author": null, "ret_m1d": -0.10611640477284134, "ret_signed_m1d": -0.10611640477284134, "alpha_spy_m1d": -0.1081201468412365, "alpha_c_m1d": -0.10475782461512939, "bench_spy_m1d": 0.0020037420683951535, "bench_c_m1d": -0.0013585801577119527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.017317657747714987, "ret_signed_p1d": 0.017317657747714987, "alpha_spy_p1d": 0.023864550596254475, "alpha_c_p1d": 0.01647651426702179, "bench_spy_p1d": -0.006546892848539487, "bench_c_p1d": 0.0008411434806931961, "ret_p1w": -0.00810609131547746, "ret_signed_p1w": -0.00810609131547746, "alpha_spy_p1w": -0.017207071039752386, "alpha_c_p1w": -0.046990740990584645, "bench_spy_p1w": 0.009100979724274927, "bench_c_p1w": 0.038884649675107186, "ret_p1m": 0.09506263749917765, "ret_signed_p1m": 0.09506263749917765, "alpha_spy_p1m": 0.05977356832789815, "alpha_c_p1m": -0.025796633562521265, "bench_spy_p1m": 0.0352890691712795, "bench_c_p1m": 0.12085927106169891, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0682, 0.0037, -0.0847, -0.1094, -0.1006, -0.1201, -0.1349, -0.2325, -0.2509, -0.2531, -0.2933, -0.3626, -0.2845, -0.224, -0.2609, -0.304, -0.3305, -0.3084, -0.3084, -0.3147, -0.315, -0.297, -0.3139, -0.3346, -0.3128, -0.2704, -0.2767, -0.3018, -0.2539, -0.1997, -0.1754, -0.2196, -0.2531, -0.2428, -0.1758, -0.0881, -0.1688, -0.2089, -0.2152, -0.2119, -0.2358, -0.224, -0.2612, -0.2196, -0.2421, -0.255, -0.2885, -0.3493, -0.3873, -0.3231, -0.3139, -0.2819, -0.2819, -0.2885, -0.2878, -0.2535, -0.262, -0.2377, -0.1938, -0.1371, -0.0995, -0.1094, -0.1061, 0.0, 0.0173, 0.0228, -0.0269, 0.0398, -0.0081, -0.0372, -0.059, -0.0066, -0.0254, 0.0372, 0.0538, 0.0831, -0.0969, -0.0715, -0.0125, -0.0015, 0.259, 0.2845, 0.2845, 0.1326, 0.0951, 0.1374, 0.2929, 0.3644, 0.3644, 0.5733, 0.6297, 0.5597, 0.6968, 0.6555, 0.696, 0.6197, 0.7351, 0.462, 0.5063, 0.4193, 0.4145, 0.4595, 0.4665, 0.6647, 0.5744, 0.5004, 0.7159, 0.7159, 0.7568, 0.664, 0.5, 0.5409, 0.5483, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}